Colonial Trust Co / SC Diversified Active

CIK: 0001954093 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 14, 2023

Total Value ($000): $417,415 (100.0% shares, 0.0% debt)

Holdings (940)

AAPL APPLE INC COM 6.2%
Value ($000) $25,900 Shares 133,525 Est. Cost $153.92 Unrealized +11.8%
MSFT MICROSOFT CORP COM 4.3%
Value ($000) $18,100 Shares 53,150 Est. Cost $256.74 Unrealized +19.7%
IVV ISHARES CORE S&P 500 ETF 2.2%
Value ($000) $9,147 Shares 20,523 Est. Cost $358.66 Unrealized
LLY LILLY ELI & CO COM 2.1%
Value ($000) $8,911 Shares 19,001 Est. Cost $308.08 Unrealized +33.6%
JNJ JOHNSON & JOHNSON COM 1.8%
Value ($000) $7,554 Shares 45,636 Est. Cost $152.80 Unrealized -2.6%
AMZN AMAZON COM INC COM 1.6%
Value ($000) $6,782 Shares 52,024 Est. Cost $126.20 Unrealized -9.5%
HD HOME DEPOT INC COM 1.6%
Value ($000) $6,747 Shares 21,720 Est. Cost $271.43 Unrealized +1.8%
UNH UNITEDHEALTH GROUP INC COM 1.6%
Value ($000) $6,697 Shares 13,933 Est. Cost $494.65 Unrealized -6.0%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 1.6%
Value ($000) $6,667 Shares 129,375 Est. Cost $46.02 Unrealized
V VISA INC COM CL A 1.6%
Value ($000) $6,649 Shares 28,000 Est. Cost $198.77 Unrealized +12.9%
PEP PEPSICO INC COM 1.5%
Value ($000) $6,134 Shares 33,115 Est. Cost $154.63 Unrealized +10.3%
ORCL ORACLE CORP COM 1.4%
Value ($000) $5,939 Shares 49,866 Est. Cost $70.16 Unrealized +43.1%
GOOGL ALPHABET INC CAP STK CL A 1.4%
Value ($000) $5,788 Shares 48,357 Est. Cost $109.82 Unrealized +4.0%
JPM JPMORGAN CHASE & CO COM 1.3%
Value ($000) $5,633 Shares 38,732 Est. Cost $106.99 Unrealized +21.2%
CVX CHEVRON CORP NEW COM 1.2%
Value ($000) $5,187 Shares 32,967 Est. Cost $132.81 Unrealized +7.9%
COST COSTCO WHSL CORP NEW COM 1.2%
Value ($000) $5,053 Shares 9,385 Est. Cost $497.56 Unrealized -2.1%
ACN ACCENTURE PLC IRELAND SHS CLASS A 1.2%
Value ($000) $5,040 Shares 16,333 Est. Cost $274.32 Unrealized +2.0%
PG PROCTER AND GAMBLE CO COM 1.2%
Value ($000) $4,999 Shares 32,942 Est. Cost $130.59 Unrealized +8.2%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 1.2%
Value ($000) $4,916 Shares 98,047 Est. Cost $50.16 Unrealized
UNP UNION PAC CORP COM 1.2%
Value ($000) $4,890 Shares 23,899 Est. Cost $203.74 Unrealized -8.2%
PANW PALO ALTO NETWORKS INC COM 1.1%
Value ($000) $4,789 Shares 18,742 Est. Cost $86.33 Unrealized +20.5%
ETN EATON CORP PLC SHS 1.1%
Value ($000) $4,641 Shares 23,076 Est. Cost $133.63 Unrealized +27.5%
WM WASTE MGMT INC DEL COM 1.1%
Value ($000) $4,502 Shares 25,961 Est. Cost $156.22 Unrealized +1.6%
APD AIR PRODS & CHEMS INC COM 1.1%
Value ($000) $4,440 Shares 14,824 Est. Cost $227.49 Unrealized +16.6%
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 1.0%
Value ($000) $4,347 Shares 90,166 Est. Cost $47.47 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 1.0%
Value ($000) $4,303 Shares 47,951 Est. Cost $93.65 Unrealized -9.1%
FLOT ISHARES FLOATING RATE BOND ETF 1.0%
Value ($000) $4,292 Shares 84,458 Est. Cost $50.29 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.0%
Value ($000) $3,969 Shares 11,638 Est. Cost $287.51 Unrealized +13.5%
AMAT APPLIED MATLS INC COM 0.9%
Value ($000) $3,878 Shares 26,831 Est. Cost $93.48 Unrealized +30.8%
IJH ISHARES S&P MIDCAP FUND 0.9%
Value ($000) $3,818 Shares 14,603 Est. Cost $229.94 Unrealized
COP CONOCOPHILLIPS COM 0.9%
Value ($000) $3,745 Shares 36,141 Est. Cost $92.28 Unrealized +2.4%
HUM HUMANA INC COM 0.8%
Value ($000) $3,536 Shares 7,908 Est. Cost $469.55 Unrealized +4.0%
KO COCA COLA CO COM 0.8%
Value ($000) $3,512 Shares 58,325 Est. Cost $56.01 Unrealized +2.4%
SYK STRYKER CORPORATION COM 0.8%
Value ($000) $3,455 Shares 11,326 Est. Cost $204.89 Unrealized +37.3%
GOOG ALPHABET INC CAP STK CL C 0.8%
Value ($000) $3,398 Shares 28,086 Est. Cost $109.36 Unrealized +5.1%
WMT WALMART INC COM 0.8%
Value ($000) $3,385 Shares 21,539 Est. Cost $42.31 Unrealized +15.7%
TXN TEXAS INSTRS INC COM 0.8%
Value ($000) $3,260 Shares 18,109 Est. Cost $152.06 Unrealized +4.6%
PSX PHILLIPS 66 COM 0.8%
Value ($000) $3,161 Shares 33,144 Est. Cost $77.07 Unrealized +14.9%
GS GOLDMAN SACHS GROUP INC COM 0.8%
Value ($000) $3,149 Shares 9,763 Est. Cost $298.51 Unrealized +3.1%
NVDA NVIDIA CORPORATION COM 0.7%
Value ($000) $3,119 Shares 7,373 Est. Cost $15.72 Unrealized +111.0%
BX BLACKSTONE GROUP INC COM 0.7%
Value ($000) $3,105 Shares 33,395 Est. Cost $86.88 Unrealized -7.7%
CTAS CINTAS CORP COM 0.7%
Value ($000) $3,046 Shares 6,128 Est. Cost $99.38 Unrealized +15.4%
NKE NIKE INC CL B 0.7%
Value ($000) $3,001 Shares 27,190 Est. Cost $101.93 Unrealized +9.2%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.7%
Value ($000) $2,991 Shares 84,003 Est. Cost $28.28 Unrealized
CSCO CISCO SYS INC COM 0.7%
Value ($000) $2,941 Shares 56,842 Est. Cost $40.48 Unrealized +12.4%
CMCSA COMCAST CORP NEW CL A 0.7%
Value ($000) $2,827 Shares 68,033 Est. Cost $33.49 Unrealized +9.4%
SPY SPDR S&P 500 ETF 0.7%
Value ($000) $2,824 Shares 6,371 Est. Cost $357.80 Unrealized
DIS WALT DISNEY CO 0.7%
Value ($000) $2,783 Shares 31,170 Est. Cost $104.56 Unrealized -11.5%
TT TRANE TECHNOLOGIES PLC SHS 0.7%
Value ($000) $2,755 Shares 14,404 Est. Cost $143.62 Unrealized +20.3%
META META PLATFORMS INC CL A 0.6%
Value ($000) $2,669 Shares 9,300 Est. Cost $161.85 Unrealized +51.4%
TJX TJX COS INC NEW COM 0.6%
Value ($000) $2,566 Shares 30,267 Est. Cost $61.99 Unrealized +22.8%
LOW LOWES COS INC COM 0.6%
Value ($000) $2,542 Shares 11,261 Est. Cost $183.86 Unrealized +7.6%
LMT LOCKHEED MARTIN CORP COM 0.6%
Value ($000) $2,418 Shares 5,251 Est. Cost $383.85 Unrealized +12.4%
XOM EXXON MOBIL CORP COM 0.6%
Value ($000) $2,343 Shares 21,842 Est. Cost $81.36 Unrealized +22.4%
ABT ABBOTT LABS COM 0.6%
Value ($000) $2,320 Shares 21,277 Est. Cost $100.02 Unrealized +1.4%
VZ VERIZON COMMUNICATIONS INC COM 0.6%
Value ($000) $2,299 Shares 61,828 Est. Cost $35.76 Unrealized -12.8%
HSY HERSHEY CO COM 0.5%
Value ($000) $2,110 Shares 8,452 Est. Cost $205.93 Unrealized +18.2%
PFE PFIZER INC COM 0.5%
Value ($000) $2,086 Shares 56,876 Est. Cost $40.26 Unrealized -17.5%
AXP AMERICAN EXPRESS CO COM 0.5%
Value ($000) $1,972 Shares 11,323 Est. Cost $158.46 Unrealized -1.4%
STE STERIS PLC SHS USD 0.5%
Value ($000) $1,947 Shares 8,652 Est. Cost $195.37 Unrealized +0.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.4%
Value ($000) $1,858 Shares 37,689 Est. Cost $43.15 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.4%
Value ($000) $1,792 Shares 31,621 Est. Cost $64.51 Unrealized -21.8%
DEO DIAGEO PLC SPON ADR NEW 0.4%
Value ($000) $1,696 Shares 9,774 Est. Cost $170.31 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.4%
Value ($000) $1,651 Shares 5,999 Est. Cost $210.80 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.4%
Value ($000) $1,637 Shares 24,252 Est. Cost $53.34 Unrealized
MRK MERCK & CO. INC COM 0.4%
Value ($000) $1,599 Shares 13,860 Est. Cost $81.41 Unrealized +28.3%
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.4%
Value ($000) $1,595 Shares 7,750 Est. Cost $170.55 Unrealized
FDX FEDEX CORP COM 0.4%
Value ($000) $1,591 Shares 6,418 Est. Cost $190.89 Unrealized +13.2%
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.4%
Value ($000) $1,580 Shares 12,443 Est. Cost $117.43 Unrealized
BWA BORGWARNER INC COM 0.4%
Value ($000) $1,542 Shares 31,528 Est. Cost $31.50 Unrealized +25.9%
ZTS ZOETIS INC CL A 0.4%
Value ($000) $1,528 Shares 8,874 Est. Cost $160.55 Unrealized +4.7%
EOG EOG RES INC COM 0.4%
Value ($000) $1,511 Shares 13,208 Est. Cost $100.52 Unrealized +3.9%
TFC TRUIST FINL CORP COM 0.4%
Value ($000) $1,480 Shares 48,751 Est. Cost $40.01 Unrealized -32.6%
WPC WP CAREY INC COM 0.4%
Value ($000) $1,466 Shares 21,699 Est. Cost $70.65 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.3%
Value ($000) $1,388 Shares 13,927 Est. Cost $93.13 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.3%
Value ($000) $1,334 Shares 8,453 Est. Cost $137.51 Unrealized
PSA PUBLIC STORAGE COM 0.3%
Value ($000) $1,247 Shares 4,274 Est. Cost $260.93 Unrealized 0.0%
ECL ECOLAB INC COM 0.3%
Value ($000) $1,246 Shares 6,675 Est. Cost $154.96 Unrealized +8.0%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $1,231 Shares 4,126 Est. Cost $236.90 Unrealized +15.3%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.3%
Value ($000) $1,199 Shares 12,243 Est. Cost $85.75 Unrealized +7.6%
DE DEERE & CO COM 0.3%
Value ($000) $1,185 Shares 2,924 Est. Cost $346.47 Unrealized +6.2%
ABBV ABBVIE INC COM 0.3%
Value ($000) $1,161 Shares 8,619 Est. Cost $129.15 Unrealized +3.5%
AWK AMERICAN WTR WKS CO INC NEW COM 0.3%
Value ($000) $1,122 Shares 7,861 Est. Cost $139.94 Unrealized -1.1%
UPS UNITED PARCEL SERVICE INC CL B 0.3%
Value ($000) $1,122 Shares 6,260 Est. Cost $160.03 Unrealized -3.4%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.3%
Value ($000) $1,077 Shares 52,337 Est. Cost $20.43 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.3%
Value ($000) $1,069 Shares 2,187 Est. Cost $377.80 Unrealized +6.6%
CME CME GROUP INC COM 0.2%
Value ($000) $1,015 Shares 5,479 Est. Cost $169.00 Unrealized -1.5%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.2%
Value ($000) $1,007 Shares 21,596 Est. Cost $46.09 Unrealized
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.2%
Value ($000) $1,000 Shares 49,653 Est. Cost $20.00 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.2%
Value ($000) $948 Shares 50,027 Est. Cost $18.71 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.2%
Value ($000) $914 Shares 2,416 Est. Cost $328.18 Unrealized +12.4%
O REALTY INCOME CORP COM 0.2%
Value ($000) $900 Shares 15,047 Est. Cost $57.22 Unrealized -8.1%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $884 Shares 13,246 Est. Cost $88.13 Unrealized -22.8%
SPGI S&P GLOBAL INC COM 0.2%
Value ($000) $874 Shares 2,180 Est. Cost $347.68 Unrealized +2.9%
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.2%
Value ($000) $861 Shares 45,260 Est. Cost $18.69 Unrealized
CAT CATERPILLAR INC COM 0.2%
Value ($000) $797 Shares 3,238 Est. Cost $172.21 Unrealized +24.1%
ST SENSATA TECHNOLOGIES HLDG PLC SHS 0.2%
Value ($000) $796 Shares 17,694 Est. Cost $41.94 Unrealized +4.6%
BLACKROCK INC COM 0.2%
Value ($000) $784 Shares 1,134 Est. Cost $565.54 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.2%
Value ($000) $775 Shares 43,484 Est. Cost $18.15 Unrealized -14.0%
CSX CSX CORP COM 0.2%
Value ($000) $771 Shares 22,598 Est. Cost $29.59 Unrealized +2.8%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $764 Shares 1,464 Est. Cost $548.42 Unrealized -2.4%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.2%
Value ($000) $740 Shares 6,733 Est. Cost $96.03 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.2%
Value ($000) $731 Shares 5,199 Est. Cost $123.80 Unrealized +5.8%
CI CIGNA CORP NEW COM 0.2%
Value ($000) $729 Shares 2,599 Est. Cost $284.42 Unrealized -12.8%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $722 Shares 8,190 Est. Cost $79.33 Unrealized +0.1%
AEP AMERICAN ELEC PWR CO INC COM 0.2%
Value ($000) $713 Shares 8,465 Est. Cost $82.96 Unrealized -3.6%
KMB KIMBERLY-CLARK CORP COM 0.2%
Value ($000) $701 Shares 5,080 Est. Cost $114.32 Unrealized +10.0%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.2%
Value ($000) $694 Shares 21,334 Est. Cost $25.79 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.2%
Value ($000) $690 Shares 7,142 Est. Cost $78.44 Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $681 Shares 9,394 Est. Cost $59.92 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.2%
Value ($000) $681 Shares 10,647 Est. Cost $62.30 Unrealized -5.4%
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.2%
Value ($000) $676 Shares 9,301 Est. Cost $71.36 Unrealized
MTZ MASTEC INC COM 0.2%
Value ($000) $667 Shares 5,651 Est. Cost $82.57 Unrealized +18.6%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.2%
Value ($000) $648 Shares 4,685 Est. Cost $121.86 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.2%
Value ($000) $640 Shares 1,387 Est. Cost $340.06 Unrealized +14.2%
BKNG BOOKING HOLDINGS INC COM 0.2%
Value ($000) $637 Shares 236 Est. Cost $2048.11 Unrealized +26.9%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $614 Shares 2,793 Est. Cost $214.48 Unrealized -5.2%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $611 Shares 3,429 Est. Cost $168.65 Unrealized
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.1%
Value ($000) $606 Shares 30,685 Est. Cost $19.74 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $605 Shares 2,670 Est. Cost $222.85 Unrealized -10.1%
FDVV FIDELITY HIGH DIVIDEND ETF 0.1%
Value ($000) $566 Shares 14,442 Est. Cost $33.46 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.1%
Value ($000) $555 Shares 17,024 Est. Cost $28.78 Unrealized +2.0%
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $552 Shares 3,888 Est. Cost $125.37 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $549 Shares 10,952 Est. Cost $49.52 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value ($000) $535 Shares 4,495 Est. Cost $126.80 Unrealized -14.6%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $524 Shares 5,372 Est. Cost $88.61 Unrealized
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $524 Shares 1,985 Est. Cost $237.21 Unrealized +2.0%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $523 Shares 3,777 Est. Cost $108.77 Unrealized +18.4%
AMGN AMGEN INC COM 0.1%
Value ($000) $511 Shares 2,302 Est. Cost $215.69 Unrealized -0.9%
AFL AFLAC INC COM 0.1%
Value ($000) $507 Shares 7,258 Est. Cost $58.65 Unrealized +7.8%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $506 Shares 6,820 Est. Cost $76.26 Unrealized -8.2%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $498 Shares 3,724 Est. Cost $116.25 Unrealized +1.6%
VB VANGUARD SMALL-CAP INDEX FUND 0.1%
Value ($000) $494 Shares 2,482 Est. Cost $173.95 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $491 Shares 6,547 Est. Cost $71.32 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.1%
Value ($000) $490 Shares 1,731 Est. Cost $214.08 Unrealized
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $490 Shares 2,513 Est. Cost $158.11 Unrealized +11.9%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.1%
Value ($000) $487 Shares 17,949 Est. Cost $25.48 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.1%
Value ($000) $467 Shares 1,924 Est. Cost $206.71 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.1%
Value ($000) $463 Shares 2,101 Est. Cost $188.35 Unrealized
AVGO BROADCOM INC COM 0.1%
Value ($000) $459 Shares 529 Est. Cost $48.05 Unrealized +43.1%
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 0.1%
Value ($000) $454 Shares 19,492 Est. Cost $22.58 Unrealized
GE GENERAL ELECTRIC CO COM 0.1%
Value ($000) $445 Shares 4,050 Est. Cost $43.21 Unrealized +84.7%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.1%
Value ($000) $445 Shares 3,160 Est. Cost $129.90 Unrealized
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $441 Shares 2,051 Est. Cost $210.24 Unrealized -2.7%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $438 Shares 2,337 Est. Cost $164.88 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $434 Shares 2,092 Est. Cost $162.96 Unrealized +7.7%
BAC BK OF AMERICA CORP COM 0.1%
Value ($000) $432 Shares 15,057 Est. Cost $30.58 Unrealized -13.0%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $428 Shares 8,257 Est. Cost $66.65 Unrealized -28.6%
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.1%
Value ($000) $420 Shares 12,178 Est. Cost $29.62 Unrealized
MBB ISHARES MBS ETF 0.1%
Value ($000) $416 Shares 4,464 Est. Cost $93.97 Unrealized
ELV ANTHEM INC COM 0.1%
Value ($000) $411 Shares 925 Est. Cost $458.06 Unrealized -3.4%
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $400 Shares 2,365 Est. Cost $140.93 Unrealized +7.4%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $397 Shares 4,059 Est. Cost $79.53 Unrealized
NDAQ NASDAQ INC COM 0.1%
Value ($000) $393 Shares 7,885 Est. Cost $54.31 Unrealized -4.0%
SLB SCHLUMBERGER LTD COM 0.1%
Value ($000) $393 Shares 8,000 Est. Cost $33.41 Unrealized +33.2%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.1%
Value ($000) $379 Shares 3,799 Est. Cost $98.93 Unrealized
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $366 Shares 991 Est. Cost $304.42 Unrealized
GLW CORNING INC COM 0.1%
Value ($000) $360 Shares 10,264 Est. Cost $31.05 Unrealized -1.4%
IAU ISHARES COMEX GOLD TRUST 0.1%
Value ($000) $359 Shares 9,865 Est. Cost $34.78 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $358 Shares 748 Est. Cost $402.39 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $358 Shares 8,640 Est. Cost $39.95 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $355 Shares 3,628 Est. Cost $97.23 Unrealized
FISV FISERV INC COM 0.1%
Value ($000) $352 Shares 2,791 Est. Cost $103.04 Unrealized +14.2%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $351 Shares 5,076 Est. Cost $79.34 Unrealized -19.0%
CSL CARLISLE COS INC COM 0.1%
Value ($000) $347 Shares 1,352 Est. Cost $275.28 Unrealized -22.0%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $341 Shares 838 Est. Cost $354.70 Unrealized
ENB ENBRIDGE INC COM 0.1%
Value ($000) $336 Shares 9,035 Est. Cost $33.16 Unrealized -3.3%
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.1%
Value ($000) $332 Shares 13,219 Est. Cost $23.93 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.1%
Value ($000) $329 Shares 10,630 Est. Cost $31.28 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.1%
Value ($000) $329 Shares 2,946 Est. Cost $93.13 Unrealized +0.6%
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $322 Shares 3,187 Est. Cost $75.95 Unrealized
PAYX PAYCHEX INC COM 0.1%
Value ($000) $313 Shares 2,796 Est. Cost $110.31 Unrealized -8.4%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $313 Shares 5,999 Est. Cost $48.15 Unrealized
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 0.1%
Value ($000) $312 Shares 16,247 Est. Cost $18.85 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $310 Shares 6,850 Est. Cost $34.48 Unrealized +6.1%
RY ROYAL BK CDA COM 0.1%
Value ($000) $305 Shares 3,194 Est. Cost $96.78 Unrealized -1.4%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.1%
Value ($000) $304 Shares 2,088 Est. Cost $117.05 Unrealized +13.3%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $303 Shares 1,264 Est. Cost $224.59 Unrealized -7.0%
HAL HALLIBURTON CO COM 0.1%
Value ($000) $301 Shares 9,125 Est. Cost $32.76 Unrealized -9.4%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $300 Shares 4,030 Est. Cost $69.30 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $297 Shares 755 Est. Cost $332.94 Unrealized +11.1%
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $290 Shares 875 Est. Cost $296.47 Unrealized 0.0%
DFNM DIMENSIONAL NATIONAL MUNICIPAL BOND ETF 0.1%
Value ($000) $290 Shares 6,088 Est. Cost $47.83 Unrealized
SJNK SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF 0.1%
Value ($000) $289 Shares 11,700 Est. Cost $23.80 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.1%
Value ($000) $289 Shares 3,689 Est. Cost $73.78 Unrealized
FQAL FIDELITY QUALITY FACTOR ETF 0.1%
Value ($000) $289 Shares 5,770 Est. Cost $48.48 Unrealized
FERG1GBX FERGUSON PLC NEW SHS 0.1%
Value ($000) $282 Shares 1,807 Est. Cost $131.46 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.1%
Value ($000) $281 Shares 4,771 Est. Cost $61.12 Unrealized -6.3%
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $277 Shares 1,490 Est. Cost $158.61 Unrealized +7.5%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $271 Shares 2,739 Est. Cost $86.50 Unrealized +12.4%
EWJ ISHARES MSCI JAPAN ETF 0.1%
Value ($000) $271 Shares 4,398 Est. Cost $49.24 Unrealized
NUE NUCOR CORP COM 0.1%
Value ($000) $269 Shares 1,643 Est. Cost $123.03 Unrealized +14.0%
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.1%
Value ($000) $269 Shares 3,460 Est. Cost $76.20 Unrealized
PKG PACKAGING CORP AMER COM 0.1%
Value ($000) $268 Shares 2,025 Est. Cost $118.12 Unrealized +5.1%
GSK GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value ($000) $258 Shares 7,231 Est. Cost $35.59 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $257 Shares 2,037 Est. Cost $141.12 Unrealized -21.8%
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.1%
Value ($000) $249 Shares 1,503 Est. Cost $146.30 Unrealized
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.1%
Value ($000) $247 Shares 7,972 Est. Cost $29.85 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $246 Shares 1,415 Est. Cost $152.19 Unrealized +10.2%
SRE SEMPRA ENERGY COM 0.1%
Value ($000) $245 Shares 1,685 Est. Cost $72.21 Unrealized -4.8%
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $245 Shares 10,710 Est. Cost $23.15 Unrealized
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.1%
Value ($000) $245 Shares 3,181 Est. Cost $76.98 Unrealized
VMC VULCAN MATLS CO COM 0.1%
Value ($000) $241 Shares 1,068 Est. Cost $173.68 Unrealized +8.2%
AVY AVERY DENNISON CORP COM 0.1%
Value ($000) $239 Shares 1,421 Est. Cost $172.13 Unrealized -5.4%
T AT&T INC COM 0.1%
Value ($000) $232 Shares 14,548 Est. Cost $15.10 Unrealized -2.1%
MET METLIFE INC COM 0.1%
Value ($000) $231 Shares 4,080 Est. Cost $59.61 Unrealized -14.1%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.1%
Value ($000) $230 Shares 3,042 Est. Cost $74.31 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $229 Shares 1,728 Est. Cost $120.95 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $228 Shares 1,167 Est. Cost $200.96 Unrealized -10.0%
INTU INTUIT COM 0.1%
Value ($000) $225 Shares 490 Est. Cost $422.65 Unrealized +2.0%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $223 Shares 4,060 Est. Cost $54.75 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.1%
Value ($000) $221 Shares 2,135 Est. Cost $40.25 Unrealized +91.4%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $221 Shares 5,444 Est. Cost $36.54 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $219 Shares 2,626 Est. Cost $82.52 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $218 Shares 2,177 Est. Cost $94.38 Unrealized -17.8%
IYW ISHARES U.S. TECHNOLOGY ETF 0.1%
Value ($000) $218 Shares 2,000 Est. Cost $73.50 Unrealized
BN BROOKFIELD ASSET MGMT INC CL A LTD VT SH 0.1%
Value ($000) $218 Shares 6,464 Est. Cost $21.70 Unrealized -4.1%
TSLA TESLA INC COM 0.1%
Value ($000) $217 Shares 828 Est. Cost $279.27 Unrealized -28.4%
TGT TARGET CORP COM 0.1%
Value ($000) $217 Shares 1,643 Est. Cost $144.24 Unrealized -6.4%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $213 Shares 1,878 Est. Cost $112.30 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.1%
Value ($000) $212 Shares 2,801 Est. Cost $75.17 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.1%
Value ($000) $210 Shares 1,269 Est. Cost $135.54 Unrealized +6.9%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $209 Shares 2,861 Est. Cost $58.30 Unrealized +17.6%
INTC INTEL CORP COM 0.0%
Value ($000) $205 Shares 6,145 Est. Cost $32.31 Unrealized -4.9%
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.0%
Value ($000) $204 Shares 2,721 Est. Cost $74.87 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $204 Shares 4,101 Est. Cost $37.89 Unrealized +12.2%
FAST FASTENAL CO COM 0.0%
Value ($000) $203 Shares 3,449 Est. Cost $23.23 Unrealized +10.6%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $203 Shares 590 Est. Cost $331.33 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $201 Shares 1,184 Est. Cost $221.47 Unrealized -15.4%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $201 Shares 2,706 Est. Cost $66.80 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $201 Shares 4,229 Est. Cost $47.00 Unrealized
CUBE CUBESMART COM 0.0%
Value ($000) $200 Shares 4,466 Est. Cost $45.52 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $197 Shares 1,970 Est. Cost $80.68 Unrealized +13.2%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $197 Shares 2,562 Est. Cost $67.78 Unrealized +14.3%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $194 Shares 5,000 Est. Cost $36.97 Unrealized
VMWARE INC CL A COM 0.0%
Value ($000) $190 Shares 1,320 Est. Cost $122.76 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $187 Shares 4,185 Est. Cost $43.20 Unrealized -2.2%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $185 Shares 768 Est. Cost $236.96 Unrealized
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $184 Shares 1,316 Est. Cost $122.03 Unrealized
VAW VANGUARD MATERIALS INDEX FUND 0.0%
Value ($000) $182 Shares 1,000 Est. Cost $174.01 Unrealized
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $181 Shares 1,000 Est. Cost $168.89 Unrealized +0.3%
EME EMCOR GROUP INC COM 0.0%
Value ($000) $180 Shares 975 Est. Cost $152.57 Unrealized +8.9%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $178 Shares 1,878 Est. Cost $59.81 Unrealized +34.7%
HOLX HOLOGIC INC COM 0.0%
Value ($000) $177 Shares 2,183 Est. Cost $73.06 Unrealized +11.9%
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $176 Shares 605 Est. Cost $256.92 Unrealized +1.9%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $176 Shares 1,976 Est. Cost $70.24 Unrealized +14.8%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $174 Shares 400 Est. Cost $402.78 Unrealized 0.0%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.0%
Value ($000) $171 Shares 775 Est. Cost $180.77 Unrealized
MLPA GLOBAL X MLP ETF 0.0%
Value ($000) $170 Shares 4,000 Est. Cost $40.60 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $170 Shares 580 Est. Cost $251.96 Unrealized +10.4%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $170 Shares 2,740 Est. Cost $64.73 Unrealized -7.1%
CB CHUBB LIMITED COM 0.0%
Value ($000) $170 Shares 882 Est. Cost $201.72 Unrealized -5.9%
CCJ CAMECO CORP COM 0.0%
Value ($000) $169 Shares 5,380 Est. Cost $25.39 Unrealized +10.1%
CCI CROWN CASTLE INTL CORP NEW COM 0.0%
Value ($000) $168 Shares 1,477 Est. Cost $140.44 Unrealized -27.1%
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 0.0%
Value ($000) $168 Shares 7,153 Est. Cost $23.52 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $168 Shares 486 Est. Cost $251.03 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $168 Shares 1,500 Est. Cost $97.11 Unrealized -0.7%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $166 Shares 3,597 Est. Cost $36.55 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $165 Shares 2,449 Est. Cost $56.85 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $165 Shares 2,342 Est. Cost $57.90 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $165 Shares 2,585 Est. Cost $69.14 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value ($000) $164 Shares 3,927 Est. Cost $41.35 Unrealized
PHM PULTE GROUP INC COM 0.0%
Value ($000) $164 Shares 2,114 Est. Cost $49.39 Unrealized +34.4%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $164 Shares 1,517 Est. Cost $103.43 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $163 Shares 1,010 Est. Cost $154.07 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $163 Shares 1,026 Est. Cost $127.85 Unrealized +15.4%
FLDR FIDELITY LOW DURATION BOND FACTOR ETF 0.0%
Value ($000) $163 Shares 3,275 Est. Cost $49.58 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $162 Shares 2,097 Est. Cost $72.68 Unrealized +0.3%
BCE BCE INC COM NEW 0.0%
Value ($000) $160 Shares 3,508 Est. Cost $35.44 Unrealized +6.5%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $160 Shares 1,370 Est. Cost $106.44 Unrealized +3.3%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $159 Shares 1,462 Est. Cost $121.42 Unrealized -12.1%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $159 Shares 646 Est. Cost $225.48 Unrealized -1.2%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $155 Shares 1,011 Est. Cost $134.78 Unrealized +2.8%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $154 Shares 728 Est. Cost $159.81 Unrealized +26.2%
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $153 Shares 5,304 Est. Cost $28.59 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $152 Shares 1,698 Est. Cost $64.32 Unrealized +14.8%
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $151 Shares 775 Est. Cost $191.57 Unrealized
DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF 0.0%
Value ($000) $151 Shares 6,265 Est. Cost $22.46 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $151 Shares 2,404 Est. Cost $52.89 Unrealized
WAT WATERS CORP COM 0.0%
Value ($000) $149 Shares 560 Est. Cost $323.46 Unrealized -14.0%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $149 Shares 855 Est. Cost $157.04 Unrealized
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $148 Shares 7,050 Est. Cost $10.33 Unrealized +1.0%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $148 Shares 1,575 Est. Cost $81.35 Unrealized -8.5%
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.0%
Value ($000) $146 Shares 114 Est. Cost $772.10 Unrealized +48.4%
SO SOUTHERN CO COM 0.0%
Value ($000) $145 Shares 2,066 Est. Cost $66.65 Unrealized -2.0%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $145 Shares 1,368 Est. Cost $106.63 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $142 Shares 2,321 Est. Cost $63.33 Unrealized -4.0%
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.0%
Value ($000) $141 Shares 2,308 Est. Cost $57.31 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $141 Shares 3,098 Est. Cost $55.31 Unrealized -26.3%
MCK MCKESSON CORP COM 0.0%
Value ($000) $139 Shares 325 Est. Cost $371.95 Unrealized +2.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $138 Shares 1,371 Est. Cost $94.37 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $132 Shares 1,941 Est. Cost $58.00 Unrealized +1.2%
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $132 Shares 1,450 Est. Cost $74.11 Unrealized +5.3%
CTVA CORTEVA INC COM 0.0%
Value ($000) $132 Shares 2,299 Est. Cost $59.96 Unrealized -5.6%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $131 Shares 3,406 Est. Cost $27.45 Unrealized +23.7%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $131 Shares 910 Est. Cost $131.20 Unrealized
DNP SELECT INCOME FD INC COM 0.0%
Value ($000) $131 Shares 12,497 Est. Cost $10.34 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $131 Shares 592 Est. Cost $43.19 Unrealized +1.3%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $129 Shares 1,708 Est. Cost $79.18 Unrealized -12.5%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $128 Shares 4,500 Est. Cost $31.47 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $128 Shares 5,200 Est. Cost $23.67 Unrealized
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $128 Shares 2,000 Est. Cost $68.13 Unrealized -10.6%
BIIB BIOGEN INC COM 0.0%
Value ($000) $126 Shares 441 Est. Cost $289.43 Unrealized +2.9%
OCIO CLEARSHARES OCIO ETF 0.0%
Value ($000) $125 Shares 4,234 Est. Cost $28.16 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $125 Shares 1,500 Est. Cost $83.00 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $125 Shares 2,045 Est. Cost $50.67 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.0%
Value ($000) $124 Shares 781 Est. Cost $120.77 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $123 Shares 1,318 Est. Cost $81.92 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $122 Shares 975 Est. Cost $120.99 Unrealized +4.1%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $122 Shares 4,200 Est. Cost $26.78 Unrealized +2.9%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $122 Shares 268 Est. Cost $465.24 Unrealized -6.8%
SMLF ISHARES MSCI USA SMALL-CAP MULTIFACTOR ETF 0.0%
Value ($000) $122 Shares 2,275 Est. Cost $44.75 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $120 Shares 2,800 Est. Cost $40.77 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $120 Shares 995 Est. Cost $139.69 Unrealized -10.5%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $119 Shares 3,540 Est. Cost $27.59 Unrealized +0.9%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $119 Shares 3,492 Est. Cost $32.84 Unrealized
NXG CUSHING MIDSTREAM ENERGY COM NEW 0.0%
Value ($000) $118 Shares 3,148 Est. Cost $34.37 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $115 Shares 1,439 Est. Cost $89.38 Unrealized -10.4%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $114 Shares 1,200 Est. Cost $91.31 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $114 Shares 2,011 Est. Cost $52.72 Unrealized
EATON VANCE ENHANCED EQUITY IN COM 0.0%
Value ($000) $113 Shares 7,000 Est. Cost $14.96 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $111 Shares 2,500 Est. Cost $39.30 Unrealized +1.6%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $111 Shares 1,894 Est. Cost $53.55 Unrealized +3.7%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $111 Shares 1,002 Est. Cost $98.91 Unrealized -2.2%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $110 Shares 684 Est. Cost $145.07 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $110 Shares 2,785 Est. Cost $36.22 Unrealized
L LOEWS CORP COM 0.0%
Value ($000) $109 Shares 1,843 Est. Cost $55.15 Unrealized +4.1%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $109 Shares 1,338 Est. Cost $71.08 Unrealized +11.8%
EQH EQUITABLE HLDGS INC COM 0.0%
Value ($000) $109 Shares 4,000 Est. Cost $26.47 Unrealized -10.5%
BSY BENTLEY SYS INC COM CL B 0.0%
Value ($000) $108 Shares 2,000 Est. Cost $35.68 Unrealized +29.0%
ANSYS INC COM 0.0%
Value ($000) $108 Shares 327 Est. Cost $241.59 Unrealized
HUBB HUBBELL INC COM 0.0%
Value ($000) $107 Shares 324 Est. Cost $229.89 Unrealized +16.2%
VIRTUS DIVIDEND INTEREST & PR COM 0.0%
Value ($000) $107 Shares 8,863 Est. Cost $11.21 Unrealized
WSO WATSCO INC COM 0.0%
Value ($000) $106 Shares 277 Est. Cost $313.31 Unrealized +8.2%
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.0%
Value ($000) $105 Shares 458 Est. Cost $200.54 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $105 Shares 1,076 Est. Cost $81.29 Unrealized +3.9%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $104 Shares 1,319 Est. Cost $77.43 Unrealized
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 0.0%
Value ($000) $104 Shares 5,000 Est. Cost $21.29 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $103 Shares 2,414 Est. Cost $39.23 Unrealized -4.0%
VIS VANGUARD INDUSTRIALS INDEX FUND 0.0%
Value ($000) $103 Shares 500 Est. Cost $186.57 Unrealized
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $103 Shares 3,071 Est. Cost $31.63 Unrealized
BATRA LIBERTY MEDIA CORP DEL COM A BRAVES GRP 0.0%
Value ($000) $102 Shares 2,500 Est. Cost $38.66 Unrealized 0.0%
POOL POOL CORP COM 0.0%
Value ($000) $102 Shares 273 Est. Cost $339.11 Unrealized -2.8%
OPER CLEARSHARES ULTRA-SHORT MATURITY ETF 0.0%
Value ($000) $102 Shares 1,017 Est. Cost $100.08 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $101 Shares 1,421 Est. Cost $67.80 Unrealized
VV VANGUARD LARGE-CAP INDEX FUND 0.0%
Value ($000) $100 Shares 495 Est. Cost $174.20 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $100 Shares 967 Est. Cost $103.59 Unrealized
RYN RAYONIER INC COM 0.0%
Value ($000) $99 Shares 3,150 Est. Cost $33.26 Unrealized
BLACKROCK ENHANCD CAP & INM FD COM 0.0%
Value ($000) $99 Shares 5,392 Est. Cost $16.58 Unrealized
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $99 Shares 1,700 Est. Cost $47.69 Unrealized
CLH CLEAN HARBORS INC COM 0.0%
Value ($000) $99 Shares 600 Est. Cost $107.08 Unrealized +36.5%
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $98 Shares 785 Est. Cost $58.29 Unrealized -2.3%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $98 Shares 1,370 Est. Cost $25.00 Unrealized +8.7%
NTAP NETAPP INC COM 0.0%
Value ($000) $98 Shares 1,281 Est. Cost $61.60 Unrealized +3.6%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $97 Shares 300 Est. Cost $237.86 Unrealized +16.0%
IWX ISHARES RUSSELL TOP 200 VALUE ETF 0.0%
Value ($000) $97 Shares 1,435 Est. Cost $65.05 Unrealized
GNTX GENTEX CORP COM 0.0%
Value ($000) $96 Shares 3,280 Est. Cost $27.56 Unrealized 0.0%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $96 Shares 952 Est. Cost $101.25 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $96 Shares 390 Est. Cost $218.53 Unrealized -2.6%
LIN LINDE PLC SHS 0.0%
Value ($000) $95 Shares 250 Est. Cost $322.30 Unrealized +9.5%
MGRC MCGRATH RENTCORP COM 0.0%
Value ($000) $94 Shares 1,020 Est. Cost $96.93 Unrealized -5.7%
SHEL ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $94 Shares 1,551 Est. Cost $57.10 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $93 Shares 1,754 Est. Cost $42.98 Unrealized +5.3%
LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 0.0%
Value ($000) $93 Shares 1,000 Est. Cost $90.49 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $93 Shares 1,857 Est. Cost $50.31 Unrealized
LRGF ISHARES MSCI USA MULTIFACTOR ETF 0.0%
Value ($000) $92 Shares 2,056 Est. Cost $35.99 Unrealized
ONEQ FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND 0.0%
Value ($000) $92 Shares 1,693 Est. Cost $45.46 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $91 Shares 700 Est. Cost $94.51 Unrealized
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $91 Shares 1,300 Est. Cost $71.55 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $91 Shares 1,250 Est. Cost $62.40 Unrealized
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $90 Shares 2,260 Est. Cost $39.44 Unrealized +0.6%
GDX VANECK VECTORS GOLD MINERS ETF 0.0%
Value ($000) $90 Shares 3,000 Est. Cost $28.66 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING 0.0%
Value ($000) $90 Shares 1,200 Est. Cost $57.69 Unrealized
GLDM SPDR GOLD MINISHARES TRUST 0.0%
Value ($000) $90 Shares 2,363 Est. Cost $37.22 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $90 Shares 1,000 Est. Cost $87.06 Unrealized -1.6%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $90 Shares 3,409 Est. Cost $24.12 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $90 Shares 665 Est. Cost $103.90 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $88 Shares 417 Est. Cost $174.10 Unrealized +19.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $88 Shares 1,342 Est. Cost $56.11 Unrealized +5.8%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $88 Shares 756 Est. Cost $110.53 Unrealized -5.4%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $86 Shares 1,897 Est. Cost $44.93 Unrealized
SOURCE CAP INC COM 0.0%
Value ($000) $86 Shares 2,241 Est. Cost $38.65 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $86 Shares 1,705 Est. Cost $48.25 Unrealized
FFIV F5 NETWORKS INC COM 0.0%
Value ($000) $86 Shares 585 Est. Cost $145.02 Unrealized -2.0%
JEF JEFFERIES FINL GROUP INC COM 0.0%
Value ($000) $86 Shares 2,578 Est. Cost $30.12 Unrealized -4.5%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $85 Shares 322 Est. Cost $226.95 Unrealized +1.4%
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.0%
Value ($000) $85 Shares 5,716 Est. Cost $14.10 Unrealized
WTM WHITE MTNS INS GROUP LTD COM 0.0%
Value ($000) $85 Shares 61 Est. Cost $1355.05 Unrealized +3.9%
COOPER COS INC COM NEW 0.0%
Value ($000) $84 Shares 220 Est. Cost $378.40 Unrealized
HEEM ISHARES CURRENCY HEDGED MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $84 Shares 3,431 Est. Cost $23.03 Unrealized
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $84 Shares 440 Est. Cost $153.55 Unrealized +10.1%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $83 Shares 844 Est. Cost $118.50 Unrealized -15.5%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $83 Shares 332 Est. Cost $210.57 Unrealized +4.3%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $83 Shares 2,151 Est. Cost $35.93 Unrealized -6.4%
EG EVEREST GROUP LTD COM 0.0%
Value ($000) $83 Shares 242 Est. Cost $296.89 Unrealized +16.5%
CPRT COPART INC COM 0.0%
Value ($000) $82 Shares 900 Est. Cost $41.46 Unrealized 0.0%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $81 Shares 1,000 Est. Cost $82.73 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $81 Shares 566 Est. Cost $148.61 Unrealized -1.0%
DIVB ISHARES CORE DIVIDEND ETF 0.0%
Value ($000) $81 Shares 2,149 Est. Cost $37.77 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $80 Shares 832 Est. Cost $98.30 Unrealized
UHAL/B U HAUL HOLDING COMPANY COM SER N 0.0%
Value ($000) $80 Shares 1,586 Est. Cost $53.62 Unrealized -2.4%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $79 Shares 165 Est. Cost $445.37 Unrealized 0.0%
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 0.0%
Value ($000) $78 Shares 2,870 Est. Cost $26.95 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $78 Shares 2,376 Est. Cost $28.06 Unrealized -4.6%
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value ($000) $77 Shares 880 Est. Cost $111.81 Unrealized
DOV DOVER CORP COM 0.0%
Value ($000) $77 Shares 520 Est. Cost $132.29 Unrealized +4.7%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $77 Shares 626 Est. Cost $100.73 Unrealized +12.0%
KNF KNIFE RIVER CORP COMMON STOCK 0.0%
Value ($000) $77 Shares 1,762 Est. Cost $44.43 Unrealized 0.0%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $76 Shares 911 Est. Cost $71.26 Unrealized +2.7%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $76 Shares 1,169 Est. Cost $56.53 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $75 Shares 1,330 Est. Cost $50.83 Unrealized +18.6%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $74 Shares 2,200 Est. Cost $34.16 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $74 Shares 605 Est. Cost $125.11 Unrealized
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $74 Shares 2,025 Est. Cost $30.99 Unrealized
MOO VANECK VECTORS AGRIBUSINESS ETF 0.0%
Value ($000) $74 Shares 900 Est. Cost $85.84 Unrealized
ISHARES IBONDS DEC 2023 TERM TREASURY ETF 0.0%
Value ($000) $74 Shares 2,963 Est. Cost $24.81 Unrealized
IBTE ISHARES IBONDS DEC 2024 TERM TREASURY ETF 0.0%
Value ($000) $73 Shares 3,067 Est. Cost $23.80 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $73 Shares 851 Est. Cost $82.65 Unrealized -5.2%
PTLC PACER TRENDPILOT US LARGE CAP ETF 0.0%
Value ($000) $72 Shares 1,773 Est. Cost $37.51 Unrealized
POR PORTLAND GEN ELEC CO COM NEW 0.0%
Value ($000) $72 Shares 1,544 Est. Cost $40.14 Unrealized +8.9%
YETI YETI HLDGS INC COM 0.0%
Value ($000) $72 Shares 1,855 Est. Cost $38.75 Unrealized 0.0%
ISHARES IBONDS DEC 2025 TERM TREASURY ETF 0.0%
Value ($000) $71 Shares 3,090 Est. Cost $23.13 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $71 Shares 615 Est. Cost $81.84 Unrealized +29.5%
NTR NUTRIEN LTD COM 0.0%
Value ($000) $69 Shares 1,174 Est. Cost $71.13 Unrealized -18.3%
COHEN & STEERS QUALITY INCOME COM 0.0%
Value ($000) $69 Shares 6,000 Est. Cost $11.50 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $68 Shares 1,485 Est. Cost $40.85 Unrealized +4.6%
FOX FOX CORP CL B COM 0.0%
Value ($000) $68 Shares 2,000 Est. Cost $27.41 Unrealized +6.6%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.0%
Value ($000) $67 Shares 1,213 Est. Cost $53.05 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $67 Shares 822 Est. Cost $81.95 Unrealized
TKR TIMKEN CO COM 0.0%
Value ($000) $66 Shares 722 Est. Cost $69.88 Unrealized +12.8%
KR KROGER CO COM 0.0%
Value ($000) $66 Shares 1,400 Est. Cost $42.86 Unrealized +5.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $65 Shares 573 Est. Cost $66.01 Unrealized +57.6%
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value ($000) $65 Shares 165 Est. Cost $280.00 Unrealized
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $64 Shares 956 Est. Cost $81.68 Unrealized -18.4%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $64 Shares 2,000 Est. Cost $18.74 Unrealized +53.8%
CIEN CIENA CORP COM NEW 0.0%
Value ($000) $64 Shares 1,515 Est. Cost $45.26 Unrealized +0.6%
TRI THOMSON REUTERS CORP. COM NEW 0.0%
Value ($000) $64 Shares 481 Est. Cost $122.38 Unrealized 0.0%
FSS FEDERAL SIGNAL CORP COM 0.0%
Value ($000) $64 Shares 1,000 Est. Cost $45.02 Unrealized +20.9%
GOLF ACUSHNET HLDGS CORP COM 0.0%
Value ($000) $64 Shares 1,171 Est. Cost $45.06 Unrealized +9.7%
APTIV PLC SHS 0.0%
Value ($000) $63 Shares 620 Est. Cost $94.33 Unrealized
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $63 Shares 666 Est. Cost $81.17 Unrealized +1.9%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $63 Shares 713 Est. Cost $82.72 Unrealized +1.6%
FMC FMC CORP COM NEW 0.0%
Value ($000) $63 Shares 600 Est. Cost $94.90 Unrealized +5.6%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $62 Shares 1,100 Est. Cost $59.74 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $62 Shares 2,000 Est. Cost $31.19 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $62 Shares 65 Est. Cost $58.88 Unrealized +3.7%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $61 Shares 561 Est. Cost $95.27 Unrealized +0.7%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $61 Shares 1,200 Est. Cost $58.31 Unrealized -15.0%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $60 Shares 561 Est. Cost $106.44 Unrealized
VPU VANGUARD UTILITIES INDEX FUND 0.0%
Value ($000) $60 Shares 420 Est. Cost $153.36 Unrealized
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 0.0%
Value ($000) $60 Shares 2,816 Est. Cost $20.88 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $59 Shares 135 Est. Cost $29.43 Unrealized +25.1%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $59 Shares 1,101 Est. Cost $49.93 Unrealized
XYL XYLEM INC COM 0.0%
Value ($000) $59 Shares 526 Est. Cost $100.99 Unrealized +1.5%
KRNT KORNIT DIGITAL LTD SHS 0.0%
Value ($000) $59 Shares 2,000 Est. Cost $22.56 Unrealized +0.1%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $59 Shares 286 Est. Cost $149.35 Unrealized +13.3%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $58 Shares 1,119 Est. Cost $44.98 Unrealized
IEX IDEX CORP COM 0.0%
Value ($000) $57 Shares 267 Est. Cost $214.74 Unrealized -5.6%
DFCF DIMENSIONAL CORE FIXED INCOME ETF 0.0%
Value ($000) $57 Shares 1,372 Est. Cost $42.50 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $56 Shares 440 Est. Cost $101.22 Unrealized +15.6%
VBND VIDENT CORE U.S. BOND STRATEGY ETF 0.0%
Value ($000) $56 Shares 1,308 Est. Cost $42.63 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $56 Shares 190 Est. Cost $258.51 Unrealized +8.5%
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ET 0.0%
Value ($000) $56 Shares 759 Est. Cost $56.68 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $55 Shares 1,137 Est. Cost $47.83 Unrealized
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value ($000) $55 Shares 25,000 Est. Cost $1.80 Unrealized
VGSH VANGUARD SHORT-TERM GOVERNMENT BOND ETF 0.0%
Value ($000) $55 Shares 951 Est. Cost $57.97 Unrealized
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF 0.0%
Value ($000) $55 Shares 2,262 Est. Cost $22.35 Unrealized
GO GROCERY OUTLET HLDG CORP COM 0.0%
Value ($000) $55 Shares 1,788 Est. Cost $31.38 Unrealized -6.9%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $54 Shares 1,631 Est. Cost $37.13 Unrealized -23.5%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $54 Shares 406 Est. Cost $116.80 Unrealized +4.9%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $54 Shares 1,345 Est. Cost $45.14 Unrealized -7.0%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $52 Shares 323 Est. Cost $152.64 Unrealized
OC OWENS CORNING NEW COM 0.0%
Value ($000) $52 Shares 400 Est. Cost $109.58 Unrealized 0.0%
CMCO COLUMBUS MCKINNON CORP N Y COM 0.0%
Value ($000) $52 Shares 1,273 Est. Cost $28.52 Unrealized +25.6%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $51 Shares 794 Est. Cost $50.89 Unrealized +15.9%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $51 Shares 613 Est. Cost $76.76 Unrealized
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.0%
Value ($000) $51 Shares 924 Est. Cost $52.13 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC SHS CL A 0.0%
Value ($000) $51 Shares 3,000 Est. Cost $18.93 Unrealized
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $50 Shares 575 Est. Cost $72.07 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $49 Shares 950 Est. Cost $49.33 Unrealized
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value ($000) $49 Shares 600 Est. Cost $86.54 Unrealized
DHI D R HORTON INC COM 0.0%
Value ($000) $49 Shares 400 Est. Cost $104.20 Unrealized +2.3%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $48 Shares 426 Est. Cost $98.34 Unrealized +6.5%
VFC V F CORP COM 0.0%
Value ($000) $48 Shares 2,520 Est. Cost $28.49 Unrealized -28.0%
SONY SONY GROUP CORPORATION SPONSORED ADR 0.0%
Value ($000) $48 Shares 534 Est. Cost $79.77 Unrealized
AES AES CORP COM 0.0%
Value ($000) $48 Shares 2,318 Est. Cost $23.57 Unrealized -17.2%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $48 Shares 344 Est. Cost $138.81 Unrealized -2.3%
SOXX ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND 0.0%
Value ($000) $47 Shares 93 Est. Cost $404.13 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $47 Shares 630 Est. Cost $69.24 Unrealized -1.0%
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.0%
Value ($000) $47 Shares 2,052 Est. Cost $24.65 Unrealized
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $47 Shares 350 Est. Cost $124.77 Unrealized
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $43.95 Unrealized
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.0%
Value ($000) $46 Shares 1,093 Est. Cost $45.58 Unrealized
RVTY PERKINELMER INC COM 0.0%
Value ($000) $46 Shares 400 Est. Cost $133.52 Unrealized -8.6%
GPI GROUP 1 AUTOMOTIVE INC COM 0.0%
Value ($000) $45 Shares 175 Est. Cost $229.89 Unrealized 0.0%
NUVEEN SELECT MAT MUN FD SH BEN INT 0.0%
Value ($000) $45 Shares 5,000 Est. Cost $9.06 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $45 Shares 199 Est. Cost $201.28 Unrealized -0.2%
DBEU X-TRACKERS MSCI EUROPE HEDGED EQUITY ETF 0.0%
Value ($000) $44 Shares 1,227 Est. Cost $33.41 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $44 Shares 99 Est. Cost $332.94 Unrealized +8.4%
NOW SERVICENOW INC COM 0.0%
Value ($000) $44 Shares 80 Est. Cost $80.43 Unrealized +24.3%
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.0%
Value ($000) $43 Shares 954 Est. Cost $44.81 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $43 Shares 111 Est. Cost $283.00 Unrealized +16.1%
WELL WELLTOWER INC COM 0.0%
Value ($000) $43 Shares 531 Est. Cost $59.61 Unrealized +21.9%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $42 Shares 96 Est. Cost $385.47 Unrealized
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $42 Shares 800 Est. Cost $51.78 Unrealized
DWX SPDR S&P INTERNATIONAL DIVIDEND ETF 0.0%
Value ($000) $42 Shares 1,231 Est. Cost $32.62 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $42 Shares 1,075 Est. Cost $34.44 Unrealized +2.1%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $41 Shares 200 Est. Cost $170.57 Unrealized
DFUS DIMENSIONAL U.S. EQUITY ETF 0.0%
Value ($000) $41 Shares 845 Est. Cost $41.61 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $41 Shares 2,352 Est. Cost $15.18 Unrealized -2.6%
CP CANADIAN PAC RY LTD COM 0.0%
Value ($000) $40 Shares 500 Est. Cost $75.65 Unrealized +2.5%
SYBT STOCK YDS BANCORP INC COM 0.0%
Value ($000) $40 Shares 882 Est. Cost $52.13 Unrealized -10.2%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $40 Shares 720 Est. Cost $52.27 Unrealized
DHS WISDOMTREE U.S. HIGH DIVIDEND FUND 0.0%
Value ($000) $40 Shares 500 Est. Cost $82.27 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $39 Shares 443 Est. Cost $86.71 Unrealized -15.3%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $39 Shares 267 Est. Cost $122.83 Unrealized +12.8%
MARATHON OIL CORP COM 0.0%
Value ($000) $38 Shares 1,667 Est. Cost $27.07 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $38 Shares 1,442 Est. Cost $24.65 Unrealized +2.0%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $38 Shares 700 Est. Cost $43.87 Unrealized 0.0%
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $37 Shares 500 Est. Cost $75.47 Unrealized
TIPX SPDR BLOOMBERG 1-10 YEAR TIPS ETF 0.0%
Value ($000) $37 Shares 2,000 Est. Cost $18.47 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value ($000) $37 Shares 150 Est. Cost $248.05 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $36 Shares 300 Est. Cost $163.51 Unrealized -18.4%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $35 Shares 304 Est. Cost $115.16 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $35 Shares 870 Est. Cost $35.19 Unrealized +6.4%
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $35 Shares 400 Est. Cost $79.93 Unrealized 0.0%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.0%
Value ($000) $34 Shares 546 Est. Cost $63.98 Unrealized
FWONA LIBERTY MEDIA CORP DEL COM SER A FRMLA 0.0%
Value ($000) $34 Shares 509 Est. Cost $67.62 Unrealized
SBSI SOUTHSIDE BANCSHARES INC COM 0.0%
Value ($000) $34 Shares 1,315 Est. Cost $29.74 Unrealized -2.1%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $34 Shares 700 Est. Cost $46.82 Unrealized -2.9%
USRT ISHARES CORE U.S. REIT ETF 0.0%
Value ($000) $34 Shares 659 Est. Cost $49.67 Unrealized
TDTF FLEXSHARES IBOXX 5-YEAR TARGET DURATION TIPS INDEX FUND 0.0%
Value ($000) $33 Shares 1,413 Est. Cost $24.09 Unrealized
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $33 Shares 1,300 Est. Cost $25.82 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $33 Shares 431 Est. Cost $71.07 Unrealized +2.1%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $32 Shares 352 Est. Cost $78.14 Unrealized -1.2%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $32 Shares 332 Est. Cost $83.76 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $31 Shares 2,507 Est. Cost $12.17 Unrealized +6.6%
INCY INCYTE CORP COM 0.0%
Value ($000) $31 Shares 500 Est. Cost $76.52 Unrealized -12.6%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $31 Shares 791 Est. Cost $38.07 Unrealized
PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF 0.0%
Value ($000) $31 Shares 1,604 Est. Cost $18.79 Unrealized
JHSC JOHN HANCOCK MULTIFACTOR SMALL CAP ETF 0.0%
Value ($000) $31 Shares 929 Est. Cost $30.83 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $31 Shares 722 Est. Cost $42.22 Unrealized +0.4%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $31 Shares 334 Est. Cost $66.56 Unrealized +14.1%
IYK ISHARES U.S. CONSUMER GOODS ETF 0.0%
Value ($000) $30 Shares 150 Est. Cost $202.78 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $30 Shares 550 Est. Cost $44.94 Unrealized
HR HEALTHCARE RLTY TR CL A COM 0.0%
Value ($000) $30 Shares 1,584 Est. Cost $19.27 Unrealized
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $30 Shares 426 Est. Cost $64.34 Unrealized
SON SONOCO PRODS CO COM 0.0%
Value ($000) $30 Shares 500 Est. Cost $53.02 Unrealized +1.9%
VGIT VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF 0.0%
Value ($000) $30 Shares 503 Est. Cost $59.06 Unrealized
LKQ LKQ CORP COM 0.0%
Value ($000) $29 Shares 500 Est. Cost $48.50 Unrealized +6.3%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $29 Shares 820 Est. Cost $35.01 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $29 Shares 454 Est. Cost $60.80 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $28 Shares 75 Est. Cost $235.00 Unrealized +51.0%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $28 Shares 300 Est. Cost $40.86 Unrealized +90.9%
HEI HEICO CORP NEW COM 0.0%
Value ($000) $28 Shares 160 Est. Cost $155.70 Unrealized +8.3%
WMG WARNER MUSIC GROUP CORP COM CL A 0.0%
Value ($000) $28 Shares 1,078 Est. Cost $26.99 Unrealized -4.0%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $28 Shares 76 Est. Cost $363.05 Unrealized -6.0%
ADSK AUTODESK INC COM 0.0%
Value ($000) $27 Shares 132 Est. Cost $201.12 Unrealized -0.6%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $27 Shares 237 Est. Cost $117.00 Unrealized
EATON VANCE MUN INCOME 2028 TE SHS 0.0%
Value ($000) $26 Shares 1,500 Est. Cost $17.83 Unrealized
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $26 Shares 691 Est. Cost $35.99 Unrealized
PLAB PHOTRONICS INC COM 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $17.05 Unrealized +8.8%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $25 Shares 130 Est. Cost $173.50 Unrealized +5.1%
PPG PPG INDS INC COM 0.0%
Value ($000) $25 Shares 170 Est. Cost $114.48 Unrealized +15.0%
DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $25 Shares 1,030 Est. Cost $24.45 Unrealized
LEN LENNAR CORP CL A 0.0%
Value ($000) $25 Shares 200 Est. Cost $77.52 Unrealized +35.7%
UNITED STATES STL CORP NEW COM 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $25.05 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $25 Shares 275 Est. Cost $81.67 Unrealized +6.9%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $24 Shares 70 Est. Cost $304.54 Unrealized +10.6%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $24 Shares 320 Est. Cost $56.84 Unrealized +12.7%
XPMQX PIMCO MUN INCOME FD III COM 0.0%
Value ($000) $24 Shares 3,000 Est. Cost $8.60 Unrealized
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $24 Shares 200 Est. Cost $99.06 Unrealized +11.0%
JPIE JPMORGAN INCOME ETF 0.0%
Value ($000) $24 Shares 532 Est. Cost $45.16 Unrealized
DBJP X-TRACKERS MSCI JAPAN HEDGED EQUITY ETF 0.0%
Value ($000) $24 Shares 400 Est. Cost $48.05 Unrealized
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $24 Shares 158 Est. Cost $142.19 Unrealized -3.4%
BLV VANGUARD LONG-TERM BOND ETF 0.0%
Value ($000) $23 Shares 312 Est. Cost $72.44 Unrealized
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $23 Shares 200 Est. Cost $101.69 Unrealized +6.6%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $23 Shares 237 Est. Cost $50.54 Unrealized -6.7%
GEN NORTONLIFELOCK INC COM 0.0%
Value ($000) $23 Shares 1,252 Est. Cost $20.61 Unrealized -19.6%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $23 Shares 56 Est. Cost $326.65 Unrealized +17.9%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $23 Shares 388 Est. Cost $56.93 Unrealized
GLOB GLOBANT S A COM 0.0%
Value ($000) $23 Shares 128 Est. Cost $177.02 Unrealized -7.3%
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $22 Shares 115 Est. Cost $162.90 Unrealized
IT GARTNER INC COM 0.0%
Value ($000) $22 Shares 63 Est. Cost $322.72 Unrealized +0.9%
EQIX EQUINIX INC COM 0.0%
Value ($000) $22 Shares 28 Est. Cost $627.63 Unrealized +10.3%
ROL ROLLINS INC COM 0.0%
Value ($000) $22 Shares 510 Est. Cost $37.30 Unrealized +5.3%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $21 Shares 1,692 Est. Cost $12.70 Unrealized
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $21 Shares 300 Est. Cost $72.94 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $21 Shares 600 Est. Cost $32.21 Unrealized
EQT EQT CORP COM 0.0%
Value ($000) $21 Shares 521 Est. Cost $34.37 Unrealized -1.0%
FIVE FIVE BELOW INC COM 0.0%
Value ($000) $21 Shares 107 Est. Cost $157.26 Unrealized +24.3%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $21 Shares 233 Est. Cost $77.74 Unrealized +3.0%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $21 Shares 633 Est. Cost $39.40 Unrealized
DFEN DIREXION DAILY AEROSPACE & DEFENSE BULL 3X SHARES 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $20.85 Unrealized
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $20 Shares 65 Est. Cost $316.26 Unrealized -8.6%
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.0%
Value ($000) $20 Shares 800 Est. Cost $25.03 Unrealized
RBA RITCHIE BROS AUCTIONEERS COM 0.0%
Value ($000) $20 Shares 341 Est. Cost $56.38 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $20 Shares 353 Est. Cost $54.21 Unrealized -6.6%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $20 Shares 1,073 Est. Cost $13.85 Unrealized +3.8%
PRFZ INVESCO FTSE RAFI US 1500A SMALL-MIDA ETF 0.0%
Value ($000) $20 Shares 115 Est. Cost $147.83 Unrealized
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.0%
Value ($000) $20 Shares 800 Est. Cost $24.42 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.0%
Value ($000) $20 Shares 400 Est. Cost $58.67 Unrealized 0.0%
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.0%
Value ($000) $20 Shares 879 Est. Cost $22.39 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value ($000) $20 Shares 800 Est. Cost $24.32 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $19 Shares 114 Est. Cost $170.48 Unrealized -9.0%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $19 Shares 99 Est. Cost $186.71 Unrealized -4.6%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $19 Shares 300 Est. Cost $59.17 Unrealized 0.0%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $19 Shares 543 Est. Cost $32.96 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $18 Shares 38 Est. Cost $337.92 Unrealized +20.7%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF 0.0%
Value ($000) $18 Shares 1,363 Est. Cost $14.56 Unrealized
BWX SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF 0.0%
Value ($000) $18 Shares 810 Est. Cost $22.62 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $18 Shares 53 Est. Cost $200.17 Unrealized +59.1%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $18 Shares 82 Est. Cost $171.86 Unrealized +18.2%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.0%
Value ($000) $18 Shares 622 Est. Cost $28.89 Unrealized
FUL FULLER H B CO COM 0.0%
Value ($000) $18 Shares 250 Est. Cost $63.33 Unrealized 0.0%
ORI OLD REP INTL CORP COM 0.0%
Value ($000) $18 Shares 702 Est. Cost $18.86 Unrealized +8.9%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $17 Shares 150 Est. Cost $116.36 Unrealized
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $17 Shares 35 Est. Cost $388.17 Unrealized +23.5%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $17 Shares 513 Est. Cost $31.20 Unrealized +0.6%
BARRICK GOLD CORP COM 0.0%
Value ($000) $17 Shares 1,017 Est. Cost $16.29 Unrealized
TU TELUS CORPORATION COM 0.0%
Value ($000) $17 Shares 881 Est. Cost $20.65 Unrealized -2.5%
MMS MAXIMUS INC COM 0.0%
Value ($000) $17 Shares 200 Est. Cost $82.24 Unrealized 0.0%
LIVENT CORP COM 0.0%
Value ($000) $17 Shares 616 Est. Cost $19.87 Unrealized
FIDU FIDELITY MSCI INDUSTRIALS INDEX ETF 0.0%
Value ($000) $17 Shares 296 Est. Cost $50.71 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REG SH NEW 0.0%
Value ($000) $17 Shares 769 Est. Cost $15.40 Unrealized
MKL MARKEL CORP COM 0.0%
Value ($000) $17 Shares 12 Est. Cost $1293.49 Unrealized +3.7%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $17 Shares 630 Est. Cost $22.53 Unrealized
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $17 Shares 333 Est. Cost $44.18 Unrealized 0.0%
ROST ROSS STORES INC COM 0.0%
Value ($000) $16 Shares 150 Est. Cost $100.89 Unrealized +1.3%
BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 0.0%
Value ($000) $16 Shares 900 Est. Cost $17.95 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $16 Shares 150 Est. Cost $98.60 Unrealized
MUSA MURPHY USA INC COM 0.0%
Value ($000) $16 Shares 51 Est. Cost $285.70 Unrealized -3.2%
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $16 Shares 65 Est. Cost $223.71 Unrealized -0.1%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $16 Shares 33 Est. Cost $431.23 Unrealized +13.6%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $16 Shares 455 Est. Cost $31.88 Unrealized -9.6%
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $15 Shares 514 Est. Cost $33.66 Unrealized -6.6%
UCB UNITED CMNTY BKS BLAIRSVLE GA COM 0.0%
Value ($000) $15 Shares 600 Est. Cost $36.29 Unrealized -31.6%
NUVEEN CORE PLUS IMPACT FUND COM BEN INT 0.0%
Value ($000) $15 Shares 1,500 Est. Cost $10.36 Unrealized
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $15.18 Unrealized
CMBS ISHARES CMBS ETF 0.0%
Value ($000) $15 Shares 321 Est. Cost $46.19 Unrealized
SNA SNAP ON INC COM 0.0%
Value ($000) $15 Shares 51 Est. Cost $208.11 Unrealized +16.1%
BLD TOPBUILD CORP COM 0.0%
Value ($000) $15 Shares 55 Est. Cost $219.90 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $14 Shares 86 Est. Cost $177.18 Unrealized -15.2%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $14 Shares 134 Est. Cost $102.59 Unrealized
TRP TC ENERGY CORP COM 0.0%
Value ($000) $14 Shares 352 Est. Cost $36.76 Unrealized -2.8%
FTV FORTIVE CORP COM 0.0%
Value ($000) $14 Shares 192 Est. Cost $49.93 Unrealized 0.0%
BLACKROCK ESG CAP ALLC TERM SHS BEN INT 0.0%
Value ($000) $14 Shares 900 Est. Cost $13.43 Unrealized
HUBS HUBSPOT INC COM 0.0%
Value ($000) $14 Shares 27 Est. Cost $298.56 Unrealized +57.0%
CPK CHESAPEAKE UTILS CORP COM 0.0%
Value ($000) $14 Shares 117 Est. Cost $116.62 Unrealized +2.4%
FOXA FOX CORP CL A COM 0.0%
Value ($000) $14 Shares 402 Est. Cost $30.77 Unrealized +2.9%
NEUBERGER BERMAN NEXT GENERATI COMMON STOCK 0.0%
Value ($000) $14 Shares 1,250 Est. Cost $9.10 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $14 Shares 80 Est. Cost $169.81 Unrealized
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.0%
Value ($000) $14 Shares 377 Est. Cost $31.44 Unrealized -3.4%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $13 Shares 59 Est. Cost $172.18 Unrealized +19.9%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $13 Shares 118 Est. Cost $112.04 Unrealized
EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $13 Shares 510 Est. Cost $24.32 Unrealized
ALC ALCON AG ORD SHS 0.0%
Value ($000) $13 Shares 157 Est. Cost $63.16 Unrealized +20.0%
LOPE GRAND CANYON ED INC COM 0.0%
Value ($000) $13 Shares 125 Est. Cost $99.74 Unrealized +10.2%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $13 Shares 222 Est. Cost $56.87 Unrealized 0.0%
CEW WISDOMTREE EMERGING CURRENCY STRATEGY FUND 0.0%
Value ($000) $13 Shares 723 Est. Cost $17.63 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $13 Shares 1,132 Est. Cost $11.19 Unrealized
VSH VISHAY INTERTECHNOLOGY INC COM 0.0%
Value ($000) $13 Shares 430 Est. Cost $23.10 Unrealized 0.0%
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 0.0%
Value ($000) $13 Shares 264 Est. Cost $47.42 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $13 Shares 16 Est. Cost $576.92 Unrealized +16.7%
DCI DONALDSON INC COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $59.84 Unrealized 0.0%
AZO AUTOZONE INC COM 0.0%
Value ($000) $12 Shares 5 Est. Cost $2438.91 Unrealized +4.6%
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $12 Shares 250 Est. Cost $49.30 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $12 Shares 233 Est. Cost $63.32 Unrealized -18.7%
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.0%
Value ($000) $12 Shares 125 Est. Cost $95.02 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $12 Shares 1,204 Est. Cost $9.05 Unrealized -6.5%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $12 Shares 83 Est. Cost $115.66 Unrealized +20.5%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $12 Shares 125 Est. Cost $78.18 Unrealized +11.2%
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 0.0%
Value ($000) $12 Shares 300 Est. Cost $43.68 Unrealized
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $12 Shares 29 Est. Cost $412.86 Unrealized -4.9%
NUVEEN VRIABL RAT PFD & INM FD COM 0.0%
Value ($000) $12 Shares 750 Est. Cost $17.56 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $12 Shares 133 Est. Cost $75.67 Unrealized +9.4%
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $12 Shares 293 Est. Cost $42.30 Unrealized -5.5%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $12 Shares 288 Est. Cost $33.48 Unrealized +9.8%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $12 Shares 62 Est. Cost $207.12 Unrealized -2.3%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $11 Shares 86 Est. Cost $127.99 Unrealized -5.5%
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value ($000) $11 Shares 700 Est. Cost $16.07 Unrealized
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value ($000) $11 Shares 81 Est. Cost $119.21 Unrealized +11.4%
AMEDISYS INC COM 0.0%
Value ($000) $11 Shares 122 Est. Cost $83.88 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $11 Shares 534 Est. Cost $22.02 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $110.48 Unrealized
WK WORKIVA INC COM CL A 0.0%
Value ($000) $11 Shares 108 Est. Cost $77.50 Unrealized +24.1%
FBIN FORTUNE BRANDS HOME & SEC INC COM 0.0%
Value ($000) $11 Shares 150 Est. Cost $51.27 Unrealized +18.6%
GLTR ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.0%
Value ($000) $11 Shares 124 Est. Cost $86.76 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $11 Shares 5 Est. Cost $29.88 Unrealized +32.4%
GBCI GLACIER BANCORP INC NEW COM 0.0%
Value ($000) $11 Shares 339 Est. Cost $41.57 Unrealized -27.7%
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value ($000) $11 Shares 51 Est. Cost $208.48 Unrealized -4.6%
FLEETCOR TECHNOLOGIES INC COM 0.0%
Value ($000) $11 Shares 43 Est. Cost $248.05 Unrealized
AMC ENTMT HLDGS INC CL A COM 0.0%
Value ($000) $11 Shares 2,400 Est. Cost $4.07 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $10 Shares 147 Est. Cost $68.41 Unrealized -3.5%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $10 Shares 164 Est. Cost $62.13 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $10 Shares 293 Est. Cost $32.98 Unrealized +1.8%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $10 Shares 54 Est. Cost $152.84 Unrealized +6.2%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $10 Shares 142 Est. Cost $55.61 Unrealized +14.6%
MC MOELIS & CO CL A 0.0%
Value ($000) $10 Shares 224 Est. Cost $34.76 Unrealized +1.4%
SAP SAP SE SPON ADR 0.0%
Value ($000) $10 Shares 75 Est. Cost $103.19 Unrealized
TDVG T. ROWE PRICE DIVIDEND GROWTH ETF 0.0%
Value ($000) $10 Shares 300 Est. Cost $33.33 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $10 Shares 150 Est. Cost $71.18 Unrealized
JBL JABIL INC COM 0.0%
Value ($000) $10 Shares 90 Est. Cost $57.63 Unrealized +51.8%
CC CHEMOURS CO COM 0.0%
Value ($000) $10 Shares 260 Est. Cost $29.01 Unrealized -5.0%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $10 Shares 39 Est. Cost $187.50 Unrealized
BUNGE LIMITED COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $94.35 Unrealized
MKTX MARKETAXESS HLDGS INC COM 0.0%
Value ($000) $9 Shares 36 Est. Cost $327.78 Unrealized -12.5%
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.0%
Value ($000) $9 Shares 510 Est. Cost $17.47 Unrealized
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $9 Shares 297 Est. Cost $26.01 Unrealized +5.4%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $9 Shares 154 Est. Cost $50.68 Unrealized +12.2%
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value ($000) $9 Shares 114 Est. Cost $71.19 Unrealized 0.0%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $9 Shares 156 Est. Cost $44.51 Unrealized -17.7%
FAF FIRST AMERN FINL CORP COM 0.0%
Value ($000) $9 Shares 162 Est. Cost $45.22 Unrealized +13.6%
HESS CORP COM 0.0%
Value ($000) $9 Shares 69 Est. Cost $140.86 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $9 Shares 133 Est. Cost $54.29 Unrealized +14.8%
SYNOVUS FINL CORP COM NEW 0.0%
Value ($000) $9 Shares 300 Est. Cost $37.50 Unrealized
EXE CHESAPEAKE ENERGY CORP COM 0.0%
Value ($000) $9 Shares 108 Est. Cost $84.77 Unrealized -13.2%
ENSG ENSIGN GROUP INC COM 0.0%
Value ($000) $9 Shares 95 Est. Cost $90.10 Unrealized +4.0%
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value ($000) $9 Shares 65 Est. Cost $142.18 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $9 Shares 150 Est. Cost $48.12 Unrealized 0.0%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $9 Shares 39 Est. Cost $200.31 Unrealized 0.0%
WORLD WRESTLING ENTMT INC CL A 0.0%
Value ($000) $9 Shares 81 Est. Cost $107.96 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $9 Shares 107 Est. Cost $87.47 Unrealized
BL BLACKLINE INC COM 0.0%
Value ($000) $9 Shares 160 Est. Cost $62.03 Unrealized -10.5%
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $8 Shares 36 Est. Cost $207.72 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $8 Shares 100 Est. Cost $88.09 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $8 Shares 162 Est. Cost $48.68 Unrealized +8.8%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $8 Shares 93 Est. Cost $95.79 Unrealized -13.8%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $8 Shares 132 Est. Cost $49.90 Unrealized +13.3%
BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF 0.0%
Value ($000) $8 Shares 500 Est. Cost $16.20 Unrealized
CTLP CANTALOUPE INC COM 0.0%
Value ($000) $8 Shares 1,021 Est. Cost $3.55 Unrealized +82.7%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $8 Shares 139 Est. Cost $52.35 Unrealized +7.9%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $8 Shares 45 Est. Cost $149.79 Unrealized +8.5%
AVTR AVANTOR INC COM 0.0%
Value ($000) $8 Shares 386 Est. Cost $20.22 Unrealized 0.0%
PUK PRUDENTIAL PLC ADR 0.0%
Value ($000) $8 Shares 281 Est. Cost $27.49 Unrealized
NVT NVENT ELECTRIC PLC SHS 0.0%
Value ($000) $8 Shares 151 Est. Cost $35.48 Unrealized +21.2%
SHV ISHARES SHORT TREASURY BOND ETF 0.0%
Value ($000) $8 Shares 69 Est. Cost $110.41 Unrealized
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $8 Shares 40 Est. Cost $148.17 Unrealized +33.7%
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.0%
Value ($000) $8 Shares 96 Est. Cost $75.69 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $8 Shares 450 Est. Cost $13.48 Unrealized +5.4%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $8 Shares 94 Est. Cost $74.87 Unrealized 0.0%
STT STATE STR CORP COM 0.0%
Value ($000) $8 Shares 103 Est. Cost $66.07 Unrealized -0.7%
AXTA AXALTA COATING SYS LTD COM 0.0%
Value ($000) $7 Shares 226 Est. Cost $31.03 Unrealized 0.0%
GTLS CHART INDS INC COM 0.0%
Value ($000) $7 Shares 45 Est. Cost $160.62 Unrealized -20.4%
PIONEER NAT RES CO COM 0.0%
Value ($000) $7 Shares 34 Est. Cost $226.09 Unrealized
FND FLOOR & DECOR HLDGS INC CL A 0.0%
Value ($000) $7 Shares 69 Est. Cost $95.63 Unrealized 0.0%
KELLOGG CO COM 0.0%
Value ($000) $7 Shares 102 Est. Cost $60.91 Unrealized -4.3%
VTS VITESSE ENERGY INC COMMON STOCK 0.0%
Value ($000) $7 Shares 303 Est. Cost $17.24 Unrealized +21.0%
XYZ SQUARE INC CL A 0.0%
Value ($000) $7 Shares 100 Est. Cost $61.70 Unrealized +1.3%
APYX APYX MEDICAL CORPORATION COM 0.0%
Value ($000) $6 Shares 970 Est. Cost $3.16 Unrealized +60.4%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $6 Shares 93 Est. Cost $69.59 Unrealized
PNR PENTAIR PLC SHS 0.0%
Value ($000) $6 Shares 100 Est. Cost $55.91 Unrealized 0.0%
VOYA VOYA FINANCIAL INC COM 0.0%
Value ($000) $6 Shares 90 Est. Cost $67.46 Unrealized 0.0%
PRVA PRIVIA HEALTH GROUP INC COM 0.0%
Value ($000) $6 Shares 241 Est. Cost $26.41 Unrealized 0.0%
FIX COMFORT SYS USA INC COM 0.0%
Value ($000) $6 Shares 37 Est. Cost $114.84 Unrealized +28.2%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $6 Shares 97 Est. Cost $53.81 Unrealized +18.0%
CHDN CHURCHILL DOWNS INC COM 0.0%
Value ($000) $6 Shares 44 Est. Cost $119.78 Unrealized +13.1%
NJR NEW JERSEY RES CORP COM 0.0%
Value ($000) $6 Shares 126 Est. Cost $40.60 Unrealized +11.8%
ILF ISHARES LATIN AMERICA 40 ETF 0.0%
Value ($000) $6 Shares 218 Est. Cost $27.17 Unrealized
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $6 Shares 190 Est. Cost $34.28 Unrealized -11.4%
FLS FLOWSERVE CORP COM 0.0%
Value ($000) $6 Shares 158 Est. Cost $27.48 Unrealized +20.5%
PODD INSULET CORP COM 0.0%
Value ($000) $6 Shares 20 Est. Cost $278.89 Unrealized +8.9%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $6 Shares 223 Est. Cost $31.04 Unrealized -21.1%
ASPN ASPEN AEROGELS INC COM 0.0%
Value ($000) $6 Shares 728 Est. Cost $9.94 Unrealized -30.0%
EDIV SPDR S&P EMERGING MARKETS DIVIDEND ETF 0.0%
Value ($000) $6 Shares 200 Est. Cost $24.00 Unrealized
WOLFSPEED INC COM 0.0%
Value ($000) $6 Shares 103 Est. Cost $69.24 Unrealized
GWRE GUIDEWIRE SOFTWARE INC COM 0.0%
Value ($000) $6 Shares 76 Est. Cost $59.36 Unrealized +28.9%
IMMR IMMERSION CORP COM 0.0%
Value ($000) $6 Shares 791 Est. Cost $6.44 Unrealized +15.0%
IYG ISHARES US FINANCIAL SERVICES ETF 0.0%
Value ($000) $5 Shares 35 Est. Cost $157.77 Unrealized
DFSV DIMENSIONAL US SMALL CAP VALUE ETF 0.0%
Value ($000) $5 Shares 213 Est. Cost $24.77 Unrealized
LSCC LATTICE SEMICONDUCTOR CORP COM 0.0%
Value ($000) $5 Shares 58 Est. Cost $64.29 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $5 Shares 55 Est. Cost $98.02 Unrealized
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $5 Shares 65 Est. Cost $65.23 Unrealized +22.1%
PCTY PAYLOCITY HLDG CORP COM 0.0%
Value ($000) $5 Shares 30 Est. Cost $183.04 Unrealized 0.0%
HBIO HARVARD BIOSCIENCE INC COM 0.0%
Value ($000) $5 Shares 954 Est. Cost $2.46 Unrealized +122.6%
EWBC EAST WEST BANCORP INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $62.38 Unrealized -24.8%
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $5 Shares 24 Est. Cost $200.25 Unrealized 0.0%
GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $5 Shares 200 Est. Cost $34.52 Unrealized -31.4%
IAC IAC INC COM NEW 0.0%
Value ($000) $5 Shares 81 Est. Cost $39.56 Unrealized +15.8%
GL GLOBE LIFE INC COM 0.0%
Value ($000) $5 Shares 47 Est. Cost $111.47 Unrealized -5.7%
DGII DIGI INTL INC COM 0.0%
Value ($000) $5 Shares 128 Est. Cost $38.50 Unrealized -10.6%
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $45.29 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $5 Shares 666 Est. Cost $9.12 Unrealized
IONS IONIS PHARMACEUTICALS INC COM 0.0%
Value ($000) $5 Shares 120 Est. Cost $40.91 Unrealized -6.1%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $5 Shares 21 Est. Cost $219.17 Unrealized +1.6%
ICLR ICON PLC SHS 0.0%
Value ($000) $5 Shares 20 Est. Cost $198.26 Unrealized +7.1%
AEHR AEHR TEST SYS COM 0.0%
Value ($000) $5 Shares 121 Est. Cost $24.22 Unrealized +35.5%
KEX KIRBY CORP COM 0.0%
Value ($000) $5 Shares 64 Est. Cost $66.74 Unrealized +7.8%
TEMPLETON EMERGING MKTS INCOME COM 0.0%
Value ($000) $5 Shares 946 Est. Cost $5.15 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $5 Shares 299 Est. Cost $16.80 Unrealized
SKECHERS U S A INC CL A 0.0%
Value ($000) $5 Shares 90 Est. Cost $52.66 Unrealized
NUVEEN CORE EQUITY ALPHA FD COM 0.0%
Value ($000) $5 Shares 371 Est. Cost $13.48 Unrealized
EATON VANCE ENHANCED EQUITY IN COM 0.0%
Value ($000) $5 Shares 264 Est. Cost $16.69 Unrealized
EXP EAGLE MATLS INC COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $124.31 Unrealized +26.5%
UTI UNIVERSAL TECHNICAL INST INC COM 0.0%
Value ($000) $5 Shares 659 Est. Cost $6.60 Unrealized +2.0%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $91.48 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $4 Shares 38 Est. Cost $97.45 Unrealized
INFU INFUSYSTEM HLDGS INC COM 0.0%
Value ($000) $4 Shares 466 Est. Cost $8.15 Unrealized +11.1%
ETSY ETSY INC COM 0.0%
Value ($000) $4 Shares 52 Est. Cost $114.42 Unrealized -17.6%
REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF 0.0%
Value ($000) $4 Shares 61 Est. Cost $67.99 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $4 Shares 527 Est. Cost $8.00 Unrealized
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $4 Shares 204 Est. Cost $26.82 Unrealized -8.8%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $4 Shares 71 Est. Cost $52.12 Unrealized +9.6%
KKR KKR & CO INC COM 0.0%
Value ($000) $4 Shares 78 Est. Cost $47.56 Unrealized +8.1%
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $4 Shares 41 Est. Cost $101.79 Unrealized -12.3%
CNMD CONMED CORP COM 0.0%
Value ($000) $4 Shares 31 Est. Cost $80.48 Unrealized +47.8%
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.0%
Value ($000) $4 Shares 71 Est. Cost $61.95 Unrealized
MGNI MAGNITE INC COM 0.0%
Value ($000) $4 Shares 303 Est. Cost $9.13 Unrealized +21.9%
MX MAGNACHIP SEMICONDUCTOR CORP N COM 0.0%
Value ($000) $4 Shares 370 Est. Cost $9.67 Unrealized +1.2%
MODEL N INC COM 0.0%
Value ($000) $4 Shares 116 Est. Cost $40.29 Unrealized
PAAS PAN AMERN SILVER CORP COM 0.0%
Value ($000) $4 Shares 275 Est. Cost $16.52 Unrealized 0.0%
SDGR SCHRODINGER INC COM 0.0%
Value ($000) $4 Shares 84 Est. Cost $20.73 Unrealized +63.0%
AIR AAR CORP COM 0.0%
Value ($000) $4 Shares 69 Est. Cost $43.55 Unrealized +23.8%
DUN & BRADSTREET HLDGS INC COM 0.0%
Value ($000) $4 Shares 346 Est. Cost $11.54 Unrealized
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value ($000) $4 Shares 83 Est. Cost $56.41 Unrealized -25.3%
OMCL OMNICELL COM COM 0.0%
Value ($000) $4 Shares 54 Est. Cost $60.06 Unrealized +12.3%
PINS PINTEREST INC CL A 0.0%
Value ($000) $4 Shares 142 Est. Cost $24.92 Unrealized 0.0%
ENVESTNET INC COM 0.0%
Value ($000) $4 Shares 67 Est. Cost $61.78 Unrealized
CMRE COSTAMARE INC SHS 0.0%
Value ($000) $4 Shares 400 Est. Cost $8.56 Unrealized -2.9%
APA APA CORPORATION COM 0.0%
Value ($000) $4 Shares 113 Est. Cost $40.05 Unrealized -21.1%
VSAT VIASAT INC COM 0.0%
Value ($000) $4 Shares 92 Est. Cost $34.99 Unrealized +11.1%
AON AON PLC SHS CL A 0.0%
Value ($000) $4 Shares 11 Est. Cost $275.86 Unrealized +15.5%
LEA LEAR CORP COM NEW 0.0%
Value ($000) $4 Shares 26 Est. Cost $123.03 Unrealized -0.2%
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $4 Shares 87 Est. Cost $35.72 Unrealized 0.0%
CUTERA INC COM 0.0%
Value ($000) $4 Shares 237 Est. Cost $32.36 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $4 Shares 172 Est. Cost $21.05 Unrealized -9.3%
SWKH SWK HLDGS CORP COM NEW 0.0%
Value ($000) $4 Shares 209 Est. Cost $14.71 Unrealized -6.9%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $4 Shares 59 Est. Cost $62.05 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $4 Shares 31 Est. Cost $123.71 Unrealized -16.5%
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $3 Shares 221 Est. Cost $15.62 Unrealized
DOCS DOXIMITY INC CL A 0.0%
Value ($000) $3 Shares 102 Est. Cost $30.95 Unrealized +7.6%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $3 Shares 56 Est. Cost $55.45 Unrealized
UCTT ULTRA CLEAN HLDGS INC COM 0.0%
Value ($000) $3 Shares 89 Est. Cost $31.89 Unrealized +0.9%
TOTAL SE SPONSORED ADS 0.0%
Value ($000) $3 Shares 59 Est. Cost $62.08 Unrealized
NUVEEN S&P 500 BUY-WRITE INCOM COM 0.0%
Value ($000) $3 Shares 254 Est. Cost $12.49 Unrealized
PGT INNOVATIONS INC COM 0.0%
Value ($000) $3 Shares 115 Est. Cost $18.18 Unrealized
CW CURTISS WRIGHT CORP COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $164.96 Unrealized +2.5%
VCTR VICTORY CAP HLDGS INC COM CL A 0.0%
Value ($000) $3 Shares 103 Est. Cost $25.29 Unrealized +12.0%
FR FIRST INDL RLTY TR INC COM 0.0%
Value ($000) $3 Shares 62 Est. Cost $48.69 Unrealized
TOLZ PROSHARES DJ BROOKFIELD GLOBAL INFRASTRUCTURE ETF 0.0%
Value ($000) $3 Shares 72 Est. Cost $44.74 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $3 Shares 29 Est. Cost $93.96 Unrealized +4.2%
CORECARD CORPORATION COM 0.0%
Value ($000) $3 Shares 122 Est. Cost $27.91 Unrealized
JYNT JOINT CORP COM 0.0%
Value ($000) $3 Shares 224 Est. Cost $15.45 Unrealized -5.0%
DNOW NOW INC COM 0.0%
Value ($000) $3 Shares 296 Est. Cost $12.12 Unrealized -17.1%
HAYNES INTL INC COM NEW 0.0%
Value ($000) $3 Shares 61 Est. Cost $46.34 Unrealized
OPRX OPTIMIZERX CORP COM NEW 0.0%
Value ($000) $3 Shares 215 Est. Cost $17.29 Unrealized -17.6%
AVID BIOSERVICES INC COM 0.0%
Value ($000) $3 Shares 222 Est. Cost $13.93 Unrealized
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $3 Shares 36 Est. Cost $62.55 Unrealized +14.1%
GH GUARDANT HEALTH INC COM 0.0%
Value ($000) $3 Shares 80 Est. Cost $28.72 Unrealized 0.0%
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $3 Shares 39 Est. Cost $68.37 Unrealized +4.2%
RCI ROGERS COMMUNICATIONS INC CL B 0.0%
Value ($000) $3 Shares 63 Est. Cost $42.60 Unrealized +10.0%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $3 Shares 19 Est. Cost $167.33 Unrealized -11.5%
XIFR NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 0.0%
Value ($000) $3 Shares 50 Est. Cost $74.85 Unrealized -19.7%
CELH CELSIUS HLDGS INC COM NEW 0.0%
Value ($000) $3 Shares 19 Est. Cost $32.61 Unrealized +21.9%
CLAR CLARUS CORP NEW COM 0.0%
Value ($000) $3 Shares 310 Est. Cost $9.15 Unrealized -8.9%
KVUE KENVUE INC COM 0.0%
Value ($000) $3 Shares 107 Est. Cost $23.61 Unrealized 0.0%
RNR RENAISSANCERE HLDGS LTD COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $168.50 Unrealized +18.1%
SPXC SPX TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 33 Est. Cost $67.55 Unrealized
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $3 Shares 47 Est. Cost $68.09 Unrealized -16.3%
CYRX CRYOPORT INC COM PAR $0.001 0.0%
Value ($000) $3 Shares 158 Est. Cost $21.08 Unrealized -2.9%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $3 Shares 205 Est. Cost $11.41 Unrealized +18.6%
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.0%
Value ($000) $3 Shares 103 Est. Cost $27.87 Unrealized
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $3 Shares 7 Est. Cost $468.12 Unrealized -13.1%
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $3 Shares 69 Est. Cost $27.71 Unrealized 0.0%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $48.07 Unrealized +2.0%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $3 Shares 34 Est. Cost $68.29 Unrealized
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $3 Shares 38 Est. Cost $63.48 Unrealized -4.9%
CALLON PETE CO DEL COM 0.0%
Value ($000) $3 Shares 72 Est. Cost $35.88 Unrealized
APLE APPLE HOSPITALITY REIT INC COM NEW 0.0%
Value ($000) $3 Shares 167 Est. Cost $15.70 Unrealized
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $2 Shares 23 Est. Cost $97.37 Unrealized -0.1%
PCG PG&E CORP COM 0.0%
Value ($000) $2 Shares 145 Est. Cost $15.62 Unrealized +7.2%
RL RALPH LAUREN CORP CL A 0.0%
Value ($000) $2 Shares 20 Est. Cost $94.23 Unrealized +16.9%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $2 Shares 37 Est. Cost $61.48 Unrealized
AIZ ASSURANT INC COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $126.11 Unrealized -5.5%
MTB M & T BK CORP COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $147.80 Unrealized -25.1%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $2 Shares 216 Est. Cost $11.67 Unrealized -18.8%
PERFORMANT FINL CORP COM 0.0%
Value ($000) $2 Shares 821 Est. Cost $2.82 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $108.76 Unrealized
COOK TRAEGER INC COMMON STOCK 0.0%
Value ($000) $2 Shares 1 Est. Cost $3.34 Unrealized +8.1%
UHAL U HAUL HOLDING COMPANY COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $57.53 Unrealized +2.0%
SCI SERVICE CORP INTL COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $66.81 Unrealized 0.0%
FBNC FIRST BANCORP N C COM 0.0%
Value ($000) $2 Shares 71 Est. Cost $40.64 Unrealized -27.0%
ICAD INC COM NEW 0.0%
Value ($000) $2 Shares 1,461 Est. Cost $1.69 Unrealized
BLFS BIOLIFE SOLUTIONS INC COM NEW 0.0%
Value ($000) $2 Shares 95 Est. Cost $20.65 Unrealized +2.0%
OLN OLIN CORP COM PAR $1 0.0%
Value ($000) $2 Shares 41 Est. Cost $49.56 Unrealized +0.9%
RES RPC INC COM 0.0%
Value ($000) $2 Shares 294 Est. Cost $8.30 Unrealized -18.2%
HTB HOMETRUST BANCSHARES INC COM 0.0%
Value ($000) $2 Shares 96 Est. Cost $23.98 Unrealized -11.3%
PRGO PERRIGO CO PLC SHS 0.0%
Value ($000) $2 Shares 61 Est. Cost $36.16 Unrealized -3.9%
TRIP TRIPADVISOR INC COM 0.0%
Value ($000) $2 Shares 123 Est. Cost $20.87 Unrealized -18.9%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $84.87 Unrealized 0.0%
PRTS CARPARTS COM INC COM 0.0%
Value ($000) $2 Shares 459 Est. Cost $5.24 Unrealized -14.6%
QURE UNIQURE NV SHS 0.0%
Value ($000) $2 Shares 175 Est. Cost $20.98 Unrealized -9.7%
BLKB BLACKBAUD INC COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $59.91 Unrealized +17.2%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $2 Shares 95 Est. Cost $20.60 Unrealized
SMLR SEMLER SCIENTIFIC INC COM 0.0%
Value ($000) $2 Shares 74 Est. Cost $34.69 Unrealized -24.1%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.0%
Value ($000) $2 Shares 39 Est. Cost $49.21 Unrealized
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $2 Shares 37 Est. Cost $64.37 Unrealized -17.4%
SPLUNK INC COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $101.65 Unrealized
HCKT HACKETT GROUP INC COM 0.0%
Value ($000) $2 Shares 85 Est. Cost $21.13 Unrealized -7.4%
CTRA CABOT OIL & GAS CORP COM 0.0%
Value ($000) $2 Shares 75 Est. Cost $24.33 Unrealized -6.3%
GNR SPDR S&P GLOBAL NATURAL RESOURCES ETF 0.0%
Value ($000) $2 Shares 35 Est. Cost $51.57 Unrealized
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $11.84 Unrealized -25.0%
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value ($000) $2 Shares 150 Est. Cost $8.19 Unrealized +17.1%
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value ($000) $2 Shares 23 Est. Cost $74.91 Unrealized
IPAC ISHARES CORE MSCI PACIFIC ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $55.73 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $113.16 Unrealized +0.7%
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $61.60 Unrealized 0.0%
JKS JINKOSOLAR HLDG CO LTD SPONSORED ADR 0.0%
Value ($000) $2 Shares 35 Est. Cost $40.89 Unrealized
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $2 Shares 19 Est. Cost $76.15 Unrealized -4.9%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $31.93 Unrealized -10.1%
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $1 Shares 77 Est. Cost $18.74 Unrealized
CLEARBRIDGE ENERGY MIDSTRM OPP COM 0.0%
Value ($000) $1 Shares 48 Est. Cost $29.85 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $1 Shares 25 Est. Cost $53.05 Unrealized +7.0%
CSIQ CANADIAN SOLAR INC COM 0.0%
Value ($000) $1 Shares 35 Est. Cost $33.59 Unrealized +15.4%
AMCOR PLC ORD 0.0%
Value ($000) $1 Shares 135 Est. Cost $10.21 Unrealized -8.5%
CM CANADIAN IMP BK COMM COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $38.13 Unrealized -1.3%
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 0.0%
Value ($000) $1 Shares 40 Est. Cost $31.40 Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $1 Shares 81 Est. Cost $11.58 Unrealized
FHN FIRST HORIZON CORPORATION COM 0.0%
Value ($000) $1 Shares 98 Est. Cost $19.88 Unrealized -39.1%
PFFD GLOBAL X U.S. PREFERRED ETF 0.0%
Value ($000) $1 Shares 46 Est. Cost $19.28 Unrealized
HAUZ DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $1 Shares 42 Est. Cost $20.19 Unrealized
ASIX ADVANSIX INC COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $34.73 Unrealized -2.5%
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $67.42 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $52.28 Unrealized -17.6%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1 Shares 8 Est. Cost $75.00 Unrealized
ZIMVIE INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $10.10 Unrealized
EH EHANG HLDGS LTD ADS 0.0%
Value ($000) $1 Shares 35 Est. Cost $8.57 Unrealized
DMTKQ DERMTECH INC COM 0.0%
Value ($000) $0 Shares 160 Est. Cost $3.61 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $0 Shares 39 Est. Cost $14.79 Unrealized -39.1%
LIQT LIQTECH INTL INC COM 0.0%
Value ($000) $0 Shares 94 Est. Cost $3.39 Unrealized 0.0%
HDEF XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF 0.0%
Value ($000) $0 Shares 13 Est. Cost $22.54 Unrealized
RMR RMR GROUP INC CL A 0.0%
Value ($000) $0 Shares 9 Est. Cost $20.62 Unrealized -11.6%
WU WESTERN UN CO COM 0.0%
Value ($000) $0 Shares 17 Est. Cost $11.24 Unrealized
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $62.56 Unrealized 0.0%
PROSHARES SHORT S&P500 0.0%
Value ($000) $0 Shares 5 Est. Cost $13.80 Unrealized
ONL ORION OFFICE REIT INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $8.50 Unrealized
CASIF CASI PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $0 Shares 11 Est. Cost $1.93 Unrealized +39.6%
EBND SPDR BLOOMBERG BARCLAYS EMERGING MARKETS LOCAL BOND ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $20.56 Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.13 Unrealized -4.8%
FUVV ARCIMOTO INC COM NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $10.91 Unrealized -85.8%