Colonial Trust Advisors Diversified Active

CIK: 0001567993 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 13, 2023

Total Value ($000): $873,091 (100.0% shares, 0.0% debt)

Holdings (918)

AAPL APPLE INC COM 7.9%
Value ($000) $69,359 Shares 405,111 Est. Cost $87.55 Unrealized +107.1%
MSFT MICROSOFT CORP COM 5.5%
Value ($000) $48,300 Shares 152,970 Est. Cost $55.19 Unrealized +488.2%
IVV ISHARES CORE S&P 500 ETF 2.9%
Value ($000) $25,276 Shares 58,859 Est. Cost $294.93 Unrealized
LLY LILLY ELI & CO COM 2.6%
Value ($000) $23,047 Shares 42,907 Est. Cost $80.13 Unrealized +532.4%
UNH UNITEDHEALTH GROUP INC COM 2.4%
Value ($000) $21,053 Shares 41,757 Est. Cost $495.09 Unrealized -5.1%
JNJ JOHNSON & JOHNSON COM 2.2%
Value ($000) $19,633 Shares 126,056 Est. Cost $85.56 Unrealized +79.2%
V VISA INC COM CL A 2.1%
Value ($000) $18,617 Shares 80,942 Est. Cost $198.34 Unrealized +19.1%
PG PROCTER AND GAMBLE CO COM 2.0%
Value ($000) $17,336 Shares 118,853 Est. Cost $68.56 Unrealized +110.2%
AMZN AMAZON COM INC COM 2.0%
Value ($000) $17,146 Shares 134,877 Est. Cost $121.63 Unrealized +10.2%
GOOGL ALPHABET INC CAP STK CL A 1.9%
Value ($000) $16,590 Shares 126,777 Est. Cost $110.25 Unrealized +16.5%
APD AIR PRODS & CHEMS INC COM 1.9%
Value ($000) $16,386 Shares 57,818 Est. Cost $102.47 Unrealized +168.2%
JPM JPMORGAN CHASE & CO COM 1.8%
Value ($000) $15,541 Shares 107,163 Est. Cost $105.62 Unrealized +34.7%
COST COSTCO WHSL CORP NEW COM 1.8%
Value ($000) $15,424 Shares 27,301 Est. Cost $498.08 Unrealized +6.9%
PEP PEPSICO INC COM 1.7%
Value ($000) $15,226 Shares 89,860 Est. Cost $76.31 Unrealized +119.0%
UNP UNION PAC CORP COM 1.6%
Value ($000) $14,187 Shares 69,669 Est. Cost $85.61 Unrealized +140.8%
HD HOME DEPOT INC COM 1.6%
Value ($000) $14,062 Shares 46,537 Est. Cost $135.24 Unrealized +124.0%
DUK DUKE ENERGY CORP NEW COM NEW 1.4%
Value ($000) $12,615 Shares 142,926 Est. Cost $94.02 Unrealized -11.1%
PANW PALO ALTO NETWORKS INC COM 1.4%
Value ($000) $12,512 Shares 53,369 Est. Cost $70.51 Unrealized +67.8%
CVX CHEVRON CORP NEW COM 1.4%
Value ($000) $11,995 Shares 71,138 Est. Cost $76.89 Unrealized +89.6%
ACN ACCENTURE PLC IRELAND SHS CLASS A 1.3%
Value ($000) $11,093 Shares 36,119 Est. Cost $274.70 Unrealized +10.8%
ORCL ORACLE CORP COM 1.2%
Value ($000) $10,849 Shares 102,431 Est. Cost $70.16 Unrealized +60.8%
FLOT ISHARES FLOATING RATE BOND ETF 1.2%
Value ($000) $10,755 Shares 211,330 Est. Cost $50.49 Unrealized
KO COCA COLA CO COM 1.2%
Value ($000) $10,744 Shares 191,935 Est. Cost $36.87 Unrealized +51.2%
NKE NIKE INC CL B 1.2%
Value ($000) $10,428 Shares 109,053 Est. Cost $49.57 Unrealized +98.2%
ETN EATON CORP PLC SHS 1.2%
Value ($000) $10,173 Shares 47,700 Est. Cost $133.40 Unrealized +57.2%
IJH ISHARES S&P MIDCAP FUND 1.2%
Value ($000) $10,049 Shares 40,301 Est. Cost $204.90 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 1.1%
Value ($000) $9,749 Shares 196,835 Est. Cost $44.86 Unrealized
NVDA NVIDIA CORPORATION COM 1.1%
Value ($000) $9,673 Shares 22,237 Est. Cost $15.79 Unrealized +183.6%
BX BLACKSTONE GROUP INC COM 1.0%
Value ($000) $8,963 Shares 83,655 Est. Cost $87.28 Unrealized +11.6%
WM WASTE MGMT INC DEL COM 1.0%
Value ($000) $8,876 Shares 58,225 Est. Cost $156.51 Unrealized -0.3%
WMT WALMART INC COM 1.0%
Value ($000) $8,827 Shares 55,191 Est. Cost $31.92 Unrealized +62.3%
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 1.0%
Value ($000) $8,458 Shares 176,235 Est. Cost $47.58 Unrealized
DE DEERE & CO COM 1.0%
Value ($000) $8,379 Shares 22,204 Est. Cost $81.60 Unrealized +387.7%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.9%
Value ($000) $8,148 Shares 162,375 Est. Cost $50.17 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.9%
Value ($000) $8,065 Shares 24,926 Est. Cost $297.04 Unrealized +6.2%
SYK STRYKER CORPORATION COM 0.9%
Value ($000) $8,062 Shares 29,502 Est. Cost $130.17 Unrealized +115.1%
DIS WALT DISNEY CO 0.9%
Value ($000) $7,751 Shares 95,638 Est. Cost $81.40 Unrealized +2.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.9%
Value ($000) $7,605 Shares 21,711 Est. Cost $226.54 Unrealized +56.6%
AMAT APPLIED MATLS INC COM 0.9%
Value ($000) $7,545 Shares 54,495 Est. Cost $56.80 Unrealized +147.2%
TJX TJX COS INC NEW COM 0.9%
Value ($000) $7,431 Shares 83,606 Est. Cost $51.14 Unrealized +66.9%
GOOG ALPHABET INC CAP STK CL C 0.8%
Value ($000) $7,037 Shares 53,370 Est. Cost $110.83 Unrealized +16.4%
TT TRANE TECHNOLOGIES PLC SHS 0.8%
Value ($000) $7,028 Shares 34,638 Est. Cost $143.62 Unrealized +36.3%
CSCO CISCO SYS INC COM 0.8%
Value ($000) $6,983 Shares 129,894 Est. Cost $40.07 Unrealized +25.5%
STE STERIS PLC SHS USD 0.8%
Value ($000) $6,823 Shares 31,093 Est. Cost $196.38 Unrealized +12.8%
CTAS CINTAS CORP COM 0.7%
Value ($000) $6,158 Shares 12,802 Est. Cost $62.06 Unrealized +96.6%
CMCSA COMCAST CORP NEW CL A 0.7%
Value ($000) $6,011 Shares 135,567 Est. Cost $34.02 Unrealized +22.0%
TXN TEXAS INSTRS INC COM 0.7%
Value ($000) $5,988 Shares 37,657 Est. Cost $91.82 Unrealized +73.0%
DEO DIAGEO PLC SPON ADR NEW 0.7%
Value ($000) $5,704 Shares 38,239 Est. Cost $169.91 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.6%
Value ($000) $5,648 Shares 46,184 Est. Cost $137.53 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.6%
Value ($000) $5,630 Shares 13,766 Est. Cost $335.94 Unrealized +23.6%
PSX PHILLIPS 66 COM 0.6%
Value ($000) $5,366 Shares 44,658 Est. Cost $70.39 Unrealized +46.8%
META META PLATFORMS INC CL A 0.6%
Value ($000) $5,264 Shares 17,534 Est. Cost $167.54 Unrealized +78.6%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.6%
Value ($000) $5,182 Shares 154,185 Est. Cost $28.91 Unrealized
SPGI S&P GLOBAL INC COM 0.6%
Value ($000) $5,160 Shares 14,121 Est. Cost $347.71 Unrealized +11.0%
CAT CATERPILLAR INC COM 0.6%
Value ($000) $5,018 Shares 18,382 Est. Cost $91.56 Unrealized +185.6%
HSY HERSHEY CO COM 0.6%
Value ($000) $5,013 Shares 25,053 Est. Cost $136.47 Unrealized +52.9%
VZ VERIZON COMMUNICATIONS INC COM 0.6%
Value ($000) $4,985 Shares 153,809 Est. Cost $35.76 Unrealized -18.9%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $4,798 Shares 18,212 Est. Cost $98.87 Unrealized +172.6%
FDX FEDEX CORP COM 0.5%
Value ($000) $4,759 Shares 17,964 Est. Cost $202.66 Unrealized +21.8%
ABT ABBOTT LABS COM 0.5%
Value ($000) $4,378 Shares 45,207 Est. Cost $99.31 Unrealized +1.1%
ZTS ZOETIS INC CL A 0.4%
Value ($000) $3,891 Shares 22,364 Est. Cost $163.73 Unrealized +8.1%
BWA BORGWARNER INC COM 0.4%
Value ($000) $3,667 Shares 90,824 Est. Cost $36.49 Unrealized +12.3%
CME CME GROUP INC COM 0.4%
Value ($000) $3,583 Shares 17,896 Est. Cost $170.72 Unrealized +5.5%
EOG EOG RES INC COM 0.4%
Value ($000) $3,555 Shares 28,047 Est. Cost $99.84 Unrealized +17.4%
WPC WP CAREY INC COM 0.4%
Value ($000) $3,404 Shares 62,947 Est. Cost $70.58 Unrealized
PSA PUBLIC STORAGE COM 0.4%
Value ($000) $3,368 Shares 12,781 Est. Cost $260.66 Unrealized -2.7%
TFC TRUIST FINL CORP COM 0.4%
Value ($000) $3,365 Shares 117,602 Est. Cost $40.21 Unrealized -32.5%
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $3,297 Shares 57,546 Est. Cost $68.93 Unrealized -6.6%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.4%
Value ($000) $3,194 Shares 64,093 Est. Cost $49.85 Unrealized
YUM YUM BRANDS INC COM 0.3%
Value ($000) $2,957 Shares 23,667 Est. Cost $48.95 Unrealized +156.5%
ECL ECOLAB INC COM 0.3%
Value ($000) $2,943 Shares 17,374 Est. Cost $174.52 Unrealized +1.6%
DGX QUEST DIAGNOSTICS INC COM 0.3%
Value ($000) $2,839 Shares 23,295 Est. Cost $123.30 Unrealized +3.2%
SCHW SCHWAB CHARLES CORP COM 0.3%
Value ($000) $2,791 Shares 50,831 Est. Cost $53.14 Unrealized +10.0%
BKNG BOOKING HOLDINGS INC COM 0.3%
Value ($000) $2,772 Shares 899 Est. Cost $2052.15 Unrealized +45.2%
MLM MARTIN MARIETTA MATLS INC COM 0.3%
Value ($000) $2,741 Shares 6,678 Est. Cost $271.57 Unrealized +60.6%
ST SENSATA TECHNOLOGIES HLDG PLC SHS 0.3%
Value ($000) $2,661 Shares 70,347 Est. Cost $41.95 Unrealized -3.9%
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.3%
Value ($000) $2,653 Shares 79,568 Est. Cost $29.17 Unrealized +6.7%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.3%
Value ($000) $2,621 Shares 126,787 Est. Cost $20.43 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.3%
Value ($000) $2,595 Shares 27,508 Est. Cost $97.63 Unrealized
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.3%
Value ($000) $2,504 Shares 124,501 Est. Cost $20.01 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.3%
Value ($000) $2,466 Shares 12,521 Est. Cost $99.00 Unrealized +107.1%
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.3%
Value ($000) $2,409 Shares 128,247 Est. Cost $18.73 Unrealized
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $2,364 Shares 20,102 Est. Cost $85.69 Unrealized +17.9%
KMB KIMBERLY-CLARK CORP COM 0.3%
Value ($000) $2,320 Shares 19,195 Est. Cost $83.87 Unrealized +40.4%
GLD SPDR GOLD SHARES 0.3%
Value ($000) $2,249 Shares 13,118 Est. Cost $157.06 Unrealized
BDX BECTON DICKINSON & CO COM 0.2%
Value ($000) $2,091 Shares 8,087 Est. Cost $187.36 Unrealized +37.9%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.2%
Value ($000) $2,043 Shares 4,007 Est. Cost $370.89 Unrealized +41.5%
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $2,029 Shares 31,538 Est. Cost $52.66 Unrealized
O REALTY INCOME CORP COM 0.2%
Value ($000) $2,006 Shares 40,171 Est. Cost $51.73 Unrealized -3.0%
AEP AMERICAN ELEC PWR CO INC COM 0.2%
Value ($000) $1,997 Shares 26,542 Est. Cost $74.74 Unrealized -0.5%
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.2%
Value ($000) $1,988 Shares 106,102 Est. Cost $18.71 Unrealized
SRE SEMPRA ENERGY COM 0.2%
Value ($000) $1,780 Shares 26,168 Est. Cost $49.37 Unrealized +34.9%
CLH CLEAN HARBORS INC COM 0.2%
Value ($000) $1,732 Shares 10,350 Est. Cost $56.75 Unrealized +197.1%
KVUE KENVUE INC COM 0.2%
Value ($000) $1,716 Shares 85,439 Est. Cost $21.04 Unrealized 0.0%
CENTRAL SECS CORP COM 0.2%
Value ($000) $1,628 Shares 45,930 Est. Cost $31.73 Unrealized
RY ROYAL BK CDA COM 0.2%
Value ($000) $1,539 Shares 17,602 Est. Cost $78.19 Unrealized +19.0%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $1,506 Shares 25,755 Est. Cost $88.47 Unrealized -26.6%
CCJ CAMECO CORP COM 0.2%
Value ($000) $1,504 Shares 37,934 Est. Cost $20.27 Unrealized +73.5%
HAL HALLIBURTON CO COM 0.2%
Value ($000) $1,474 Shares 36,407 Est. Cost $33.62 Unrealized +10.0%
CSL CARLISLE COS INC COM 0.2%
Value ($000) $1,433 Shares 5,525 Est. Cost $96.48 Unrealized +170.2%
JBL JABIL INC COM 0.2%
Value ($000) $1,415 Shares 11,150 Est. Cost $18.92 Unrealized +475.0%
CI CIGNA CORP NEW COM 0.2%
Value ($000) $1,414 Shares 4,942 Est. Cost $273.37 Unrealized -0.2%
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.1%
Value ($000) $1,303 Shares 67,302 Est. Cost $19.73 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.1%
Value ($000) $1,290 Shares 6,622 Est. Cost $167.80 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.1%
Value ($000) $1,218 Shares 3,159 Est. Cost $329.07 Unrealized +16.1%
MTZ MASTEC INC COM 0.1%
Value ($000) $1,170 Shares 16,254 Est. Cost $87.99 Unrealized +13.3%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $1,117 Shares 2,822 Est. Cost $324.91 Unrealized +21.9%
PFE PFIZER INC COM 0.1%
Value ($000) $1,068 Shares 32,192 Est. Cost $26.56 Unrealized +15.1%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $1,050 Shares 14,761 Est. Cost $55.33 Unrealized +28.1%
IWR ISHARES RUSSELL MID-CAP ETF 0.1%
Value ($000) $1,023 Shares 14,777 Est. Cost $80.02 Unrealized
ENB ENBRIDGE INC COM 0.1%
Value ($000) $908 Shares 27,349 Est. Cost $33.78 Unrealized -10.1%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $880 Shares 3,452 Est. Cost $231.77 Unrealized +13.1%
RF REGIONS FINANCIAL CORP NEW COM 0.1%
Value ($000) $880 Shares 51,172 Est. Cost $18.17 Unrealized -6.7%
VUG VANGUARD GROWTH INDEX FUND 0.1%
Value ($000) $874 Shares 3,209 Est. Cost $293.56 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $859 Shares 11,936 Est. Cost $87.34 Unrealized -7.0%
BAC BK OF AMERICA CORP COM 0.1%
Value ($000) $853 Shares 31,168 Est. Cost $15.63 Unrealized +78.0%
AMGN AMGEN INC COM 0.1%
Value ($000) $843 Shares 3,135 Est. Cost $170.18 Unrealized +36.2%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $799 Shares 3,400 Est. Cost $250.00 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $790 Shares 1,849 Est. Cost $356.99 Unrealized
LMAT LEMAITRE VASCULAR INC COM 0.1%
Value ($000) $785 Shares 14,407 Est. Cost $26.58 Unrealized +118.3%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $768 Shares 8,168 Est. Cost $96.84 Unrealized
BLACKROCK INC COM 0.1%
Value ($000) $655 Shares 1,013 Est. Cost $554.98 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.1%
Value ($000) $651 Shares 14,028 Est. Cost $46.11 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $634 Shares 5,168 Est. Cost $78.39 Unrealized +46.8%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $633 Shares 3,580 Est. Cost $160.69 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $632 Shares 6,746 Est. Cost $96.43 Unrealized -17.5%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.1%
Value ($000) $610 Shares 5,934 Est. Cost $102.75 Unrealized
GE GENERAL ELECTRIC CO COM 0.1%
Value ($000) $553 Shares 4,999 Est. Cost $62.69 Unrealized +41.4%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $530 Shares 5,728 Est. Cost $74.52 Unrealized +15.6%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $527 Shares 3,380 Est. Cost $76.06 Unrealized +99.4%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $523 Shares 3,503 Est. Cost $143.07 Unrealized +11.0%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $501 Shares 7,832 Est. Cost $40.26 Unrealized +60.4%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND 0.1%
Value ($000) $488 Shares 9,396 Est. Cost $87.14 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $484 Shares 7,473 Est. Cost $49.18 Unrealized +29.7%
AJG GALLAGHER ARTHUR J & CO COM 0.1%
Value ($000) $482 Shares 2,115 Est. Cost $44.83 Unrealized +388.7%
BA BOEING CO COM 0.1%
Value ($000) $482 Shares 2,514 Est. Cost $192.26 Unrealized +13.8%
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.1%
Value ($000) $466 Shares 20,503 Est. Cost $24.65 Unrealized
SHM SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF 0.1%
Value ($000) $462 Shares 10,000 Est. Cost $46.10 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $462 Shares 8,362 Est. Cost $17.13 Unrealized +211.9%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.1%
Value ($000) $461 Shares 1,350 Est. Cost $287.49 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.1%
Value ($000) $441 Shares 4,783 Est. Cost $112.81 Unrealized -12.7%
ABBV ABBVIE INC COM 0.0%
Value ($000) $424 Shares 2,844 Est. Cost $92.22 Unrealized +46.7%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $424 Shares 3,537 Est. Cost $91.06 Unrealized +18.5%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $421 Shares 2,918 Est. Cost $99.66 Unrealized +45.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $406 Shares 1,527 Est. Cost $129.06 Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $402 Shares 2,619 Est. Cost $128.72 Unrealized +6.2%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $399 Shares 6,867 Est. Cost $49.95 Unrealized +8.8%
FMC FMC CORP COM NEW 0.0%
Value ($000) $398 Shares 5,943 Est. Cost $45.94 Unrealized +69.1%
PRK PARK NATL CORP COM 0.0%
Value ($000) $377 Shares 3,988 Est. Cost $102.33 Unrealized +1.3%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $343 Shares 2,665 Est. Cost $122.55 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $339 Shares 8,970 Est. Cost $48.50 Unrealized -17.2%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.0%
Value ($000) $338 Shares 11,243 Est. Cost $29.90 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $335 Shares 935 Est. Cost $274.28 Unrealized
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $324 Shares 5,564 Est. Cost $35.73 Unrealized +52.3%
CCI CROWN CASTLE INTL CORP NEW COM 0.0%
Value ($000) $324 Shares 3,521 Est. Cost $142.54 Unrealized -36.6%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $318 Shares 7,111 Est. Cost $68.35 Unrealized -35.6%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $316 Shares 1,926 Est. Cost $121.08 Unrealized
MRK MERCK & CO. INC COM 0.0%
Value ($000) $309 Shares 3,005 Est. Cost $85.09 Unrealized +17.3%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $307 Shares 2,993 Est. Cost $103.29 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $302 Shares 3,760 Est. Cost $69.26 Unrealized +18.7%
LOW LOWES COS INC COM 0.0%
Value ($000) $292 Shares 1,406 Est. Cost $94.14 Unrealized +128.3%
GNTX GENTEX CORP COM 0.0%
Value ($000) $284 Shares 8,740 Est. Cost $27.45 Unrealized +16.8%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $277 Shares 2,255 Est. Cost $91.76 Unrealized +41.5%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $277 Shares 4,013 Est. Cost $68.54 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.0%
Value ($000) $276 Shares 200 Est. Cost $771.66 Unrealized +76.5%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $269 Shares 2,051 Est. Cost $148.94 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $267 Shares 8,680 Est. Cost $24.95 Unrealized +22.6%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $255 Shares 3,726 Est. Cost $59.39 Unrealized
PRFZ INVESCO FTSE RAFI US 1500A SMALL-MIDA ETF 0.0%
Value ($000) $252 Shares 7,650 Est. Cost $55.54 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $252 Shares 5,107 Est. Cost $43.86 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $247 Shares 511 Est. Cost $398.33 Unrealized +21.2%
TSLA TESLA INC COM 0.0%
Value ($000) $238 Shares 951 Est. Cost $279.27 Unrealized -8.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $237 Shares 1,692 Est. Cost $115.98 Unrealized +13.6%
LRGF ISHARES MSCI USA MULTIFACTOR ETF 0.0%
Value ($000) $236 Shares 5,452 Est. Cost $36.19 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $235 Shares 2,344 Est. Cost $99.06 Unrealized
GLOF ISHARES MSCI GLOBAL MULTIFACTOR ETF 0.0%
Value ($000) $226 Shares 6,579 Est. Cost $31.80 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $222 Shares 973 Est. Cost $196.18 Unrealized +16.5%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $220 Shares 1,192 Est. Cost $162.15 Unrealized +7.2%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $217 Shares 4,348 Est. Cost $49.28 Unrealized
YETI YETI HLDGS INC COM 0.0%
Value ($000) $216 Shares 4,475 Est. Cost $37.54 Unrealized +18.5%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $215 Shares 5,254 Est. Cost $31.62 Unrealized +28.7%
T AT&T INC COM 0.0%
Value ($000) $209 Shares 13,935 Est. Cost $15.23 Unrealized -15.0%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $208 Shares 2,206 Est. Cost $94.16 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $207 Shares 1,550 Est. Cost $121.06 Unrealized +8.5%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $204 Shares 1,017 Est. Cost $170.57 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $198 Shares 610 Est. Cost $275.86 Unrealized +17.9%
FBIN FORTUNE BRANDS HOME & SEC INC COM 0.0%
Value ($000) $194 Shares 3,122 Est. Cost $51.27 Unrealized +28.6%
ELV ANTHEM INC COM 0.0%
Value ($000) $188 Shares 431 Est. Cost $466.67 Unrealized -6.4%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $187 Shares 1,736 Est. Cost $127.51 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $186 Shares 1,410 Est. Cost $104.18 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.0%
Value ($000) $185 Shares 871 Est. Cost $180.81 Unrealized
SMLF ISHARES MSCI USA SMALL-CAP MULTIFACTOR ETF 0.0%
Value ($000) $180 Shares 3,483 Est. Cost $44.80 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $176 Shares 3,400 Est. Cost $59.29 Unrealized
IAU ISHARES COMEX GOLD TRUST 0.0%
Value ($000) $174 Shares 4,959 Est. Cost $31.60 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $173 Shares 1,498 Est. Cost $119.23 Unrealized -2.6%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $171 Shares 4,056 Est. Cost $33.13 Unrealized +10.0%
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $168 Shares 680 Est. Cost $231.83 Unrealized +16.8%
VFMF VANGUARD U.S. MULTIFACTOR ETF 0.0%
Value ($000) $166 Shares 1,608 Est. Cost $98.84 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $164 Shares 2,534 Est. Cost $59.52 Unrealized +1.3%
TGT TARGET CORP COM 0.0%
Value ($000) $162 Shares 1,461 Est. Cost $143.04 Unrealized -18.6%
SOUTH ST CORP COM 0.0%
Value ($000) $160 Shares 2,380 Est. Cost $76.36 Unrealized
IYK ISHARES U.S. CONSUMER GOODS ETF 0.0%
Value ($000) $159 Shares 854 Est. Cost $200.86 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $159 Shares 421 Est. Cost $28.15 Unrealized +50.6%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $158 Shares 1,707 Est. Cost $50.66 Unrealized -11.5%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $158 Shares 781 Est. Cost $166.92 Unrealized +28.0%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $151 Shares 801 Est. Cost $168.89 Unrealized +11.0%
IVLU ISHARES MSCI INTL VALUE FACTOR ETF 0.0%
Value ($000) $149 Shares 5,869 Est. Cost $23.46 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $148 Shares 1,727 Est. Cost $81.67 Unrealized +2.7%
FBNC FIRST BANCORP N C COM 0.0%
Value ($000) $144 Shares 5,128 Est. Cost $33.38 Unrealized -13.3%
WELL WELLTOWER INC COM 0.0%
Value ($000) $143 Shares 1,745 Est. Cost $59.61 Unrealized +31.1%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $140 Shares 690 Est. Cost $41.18 Unrealized +0.9%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $140 Shares 2,135 Est. Cost $47.99 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $135 Shares 2,471 Est. Cost $23.36 Unrealized +14.8%
AFL AFLAC INC COM 0.0%
Value ($000) $129 Shares 1,683 Est. Cost $54.56 Unrealized +29.2%
COOPER COS INC COM NEW 0.0%
Value ($000) $127 Shares 400 Est. Cost $330.67 Unrealized
VV VANGUARD LARGE-CAP INDEX FUND 0.0%
Value ($000) $126 Shares 646 Est. Cost $174.20 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $125 Shares 1,501 Est. Cost $158.73 Unrealized -47.0%
MKL MARKEL CORP COM 0.0%
Value ($000) $125 Shares 85 Est. Cost $1237.05 Unrealized +18.3%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $125 Shares 2,860 Est. Cost $38.16 Unrealized
SFST SOUTHERN FIRST BANCSHARES COM 0.0%
Value ($000) $123 Shares 4,573 Est. Cost $44.64 Unrealized -37.8%
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 0.0%
Value ($000) $123 Shares 5,801 Est. Cost $20.89 Unrealized
RIG TRANSOCEAN LTD REG SHS 0.0%
Value ($000) $122 Shares 14,900 Est. Cost $7.97 Unrealized +2.6%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $121 Shares 1,399 Est. Cost $59.26 Unrealized +46.3%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $118 Shares 532 Est. Cost $210.86 Unrealized +0.1%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $116 Shares 720 Est. Cost $129.16 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $116 Shares 940 Est. Cost $97.53 Unrealized
STRIVE 500 ETF 0.0%
Value ($000) $115 Shares 4,199 Est. Cost $24.26 Unrealized
DNP SELECT INCOME FD INC COM 0.0%
Value ($000) $114 Shares 12,025 Est. Cost $10.40 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.0%
Value ($000) $114 Shares 2,268 Est. Cost $50.53 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $114 Shares 2,775 Est. Cost $40.00 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $114 Shares 1,282 Est. Cost $79.63 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $113 Shares 2,190 Est. Cost $40.52 Unrealized +14.3%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $111 Shares 563 Est. Cost $202.82 Unrealized +7.1%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $111 Shares 1,584 Est. Cost $87.64 Unrealized -26.3%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $108 Shares 1,592 Est. Cost $71.08 Unrealized +2.0%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $108 Shares 3,583 Est. Cost $31.22 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $105 Shares 1,350 Est. Cost $84.19 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $104 Shares 4,715 Est. Cost $22.72 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $102 Shares 4,000 Est. Cost $22.56 Unrealized
PROSHARES ULTRASHORT S&P500 0.0%
Value ($000) $99 Shares 2,680 Est. Cost $45.97 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $99 Shares 1,926 Est. Cost $61.05 Unrealized -15.6%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $97 Shares 900 Est. Cost $112.24 Unrealized -2.6%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $97 Shares 1,644 Est. Cost $69.20 Unrealized
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.0%
Value ($000) $95 Shares 1,000 Est. Cost $95.02 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $94 Shares 2,636 Est. Cost $32.28 Unrealized +6.0%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $93 Shares 2,195 Est. Cost $38.07 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $92 Shares 590 Est. Cost $119.11 Unrealized +33.9%
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $92 Shares 2,262 Est. Cost $36.55 Unrealized +11.6%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $92 Shares 6,534 Est. Cost $12.18 Unrealized
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ET 0.0%
Value ($000) $91 Shares 1,300 Est. Cost $56.70 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $90 Shares 178 Est. Cost $554.13 Unrealized -4.6%
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $90 Shares 1,346 Est. Cost $64.49 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $89 Shares 905 Est. Cost $100.87 Unrealized
FLS FLOWSERVE CORP COM 0.0%
Value ($000) $89 Shares 2,250 Est. Cost $27.48 Unrealized +34.9%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $89 Shares 846 Est. Cost $73.29 Unrealized
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 0.0%
Value ($000) $87 Shares 1,735 Est. Cost $50.04 Unrealized
SON SONOCO PRODS CO COM 0.0%
Value ($000) $87 Shares 1,602 Est. Cost $53.02 Unrealized -3.4%
CM CANADIAN IMP BK COMM COM 0.0%
Value ($000) $87 Shares 2,250 Est. Cost $38.12 Unrealized -2.0%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $87 Shares 103 Est. Cost $503.62 Unrealized +48.9%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $87 Shares 1,513 Est. Cost $64.86 Unrealized -14.9%
SKYY FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING 0.0%
Value ($000) $86 Shares 1,138 Est. Cost $57.59 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $86 Shares 1,136 Est. Cost $74.83 Unrealized +5.1%
CP CANADIAN PAC RY LTD COM 0.0%
Value ($000) $86 Shares 1,153 Est. Cost $75.65 Unrealized +3.1%
PPG PPG INDS INC COM 0.0%
Value ($000) $85 Shares 654 Est. Cost $114.48 Unrealized +16.2%
FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 0.0%
Value ($000) $84 Shares 2,121 Est. Cost $39.86 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $84 Shares 865 Est. Cost $77.62 Unrealized +17.4%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $83 Shares 2,723 Est. Cost $27.57 Unrealized +11.1%
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $83 Shares 1,000 Est. Cost $74.11 Unrealized +17.6%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $83 Shares 334 Est. Cost $228.13 Unrealized -3.5%
MET METLIFE INC COM 0.0%
Value ($000) $82 Shares 1,300 Est. Cost $57.76 Unrealized +0.4%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $82 Shares 540 Est. Cost $106.44 Unrealized +24.6%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $81 Shares 800 Est. Cost $76.25 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $80 Shares 1,159 Est. Cost $56.78 Unrealized +18.4%
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $80 Shares 2,400 Est. Cost $37.92 Unrealized -7.6%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $79 Shares 1,235 Est. Cost $70.89 Unrealized
LIVENT CORP COM 0.0%
Value ($000) $78 Shares 4,214 Est. Cost $19.87 Unrealized
LAM RESEARCH CORP COM 0.0%
Value ($000) $76 Shares 122 Est. Cost $420.30 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $76 Shares 195 Est. Cost $285.59 Unrealized +37.1%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $76 Shares 1,014 Est. Cost $25.00 Unrealized +19.6%
PROSHARES ULTRASHORT QQQ 0.0%
Value ($000) $75 Shares 5,385 Est. Cost $25.97 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $75 Shares 3,350 Est. Cost $31.20 Unrealized
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $74 Shares 67 Est. Cost $1338.52 Unrealized -8.5%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $73 Shares 803 Est. Cost $78.36 Unrealized +18.0%
BN BROOKFIELD ASSET MGMT INC CL A LTD VT SH 0.0%
Value ($000) $73 Shares 2,342 Est. Cost $21.90 Unrealized +1.2%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $73 Shares 800 Est. Cost $78.75 Unrealized
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.0%
Value ($000) $72 Shares 5,000 Est. Cost $14.10 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.0%
Value ($000) $71 Shares 332 Est. Cost $200.51 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $71 Shares 85 Est. Cost $48.84 Unrealized +71.9%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $70 Shares 1,530 Est. Cost $32.95 Unrealized +38.6%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $70 Shares 2,042 Est. Cost $45.27 Unrealized -14.4%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $69 Shares 1,794 Est. Cost $34.95 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $69 Shares 151 Est. Cost $376.89 Unrealized +24.6%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $69 Shares 3,400 Est. Cost $22.02 Unrealized
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $69 Shares 925 Est. Cost $75.47 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $68 Shares 757 Est. Cost $87.29 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $68 Shares 327 Est. Cost $236.09 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $68 Shares 865 Est. Cost $80.78 Unrealized -3.7%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $67 Shares 2,463 Est. Cost $24.19 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $66 Shares 574 Est. Cost $112.11 Unrealized +0.1%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $66 Shares 150 Est. Cost $388.17 Unrealized +28.5%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $64 Shares 1,217 Est. Cost $49.84 Unrealized +14.0%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $64 Shares 702 Est. Cost $73.94 Unrealized +25.9%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $63 Shares 1,095 Est. Cost $63.65 Unrealized -1.1%
FCCO FIRST CMNTY CORP S C COM 0.0%
Value ($000) $61 Shares 3,533 Est. Cost $17.13 Unrealized -3.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $60 Shares 251 Est. Cost $228.71 Unrealized +1.1%
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value ($000) $60 Shares 1,205 Est. Cost $44.00 Unrealized
MGRC MCGRATH RENTCORP COM 0.0%
Value ($000) $60 Shares 600 Est. Cost $93.63 Unrealized +4.0%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $60 Shares 1,055 Est. Cost $52.12 Unrealized +8.8%
SUSA ISHARES MSCI USA ESG SELECT ETF 0.0%
Value ($000) $58 Shares 650 Est. Cost $82.32 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $58 Shares 418 Est. Cost $124.49 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $57 Shares 968 Est. Cost $50.67 Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $56 Shares 3,081 Est. Cost $17.05 Unrealized +10.9%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $56 Shares 543 Est. Cost $66.57 Unrealized +63.1%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $55 Shares 393 Est. Cost $138.81 Unrealized -3.6%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $55 Shares 305 Est. Cost $153.47 Unrealized +17.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $55 Shares 808 Est. Cost $55.69 Unrealized +19.2%
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value ($000) $54 Shares 670 Est. Cost $80.07 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $54 Shares 608 Est. Cost $91.31 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $54 Shares 797 Est. Cost $57.39 Unrealized +15.5%
SGU STAR GROUP L P UNIT LTD PARTNR 0.0%
Value ($000) $54 Shares 4,500 Est. Cost $9.25 Unrealized +33.9%
FAF FIRST AMERN FINL CORP COM 0.0%
Value ($000) $53 Shares 936 Est. Cost $45.22 Unrealized +21.9%
FS GLOBAL CREDIT OPPORTUNITIES FUND 0.0%
Value ($000) $53 Shares 9,731 Est. Cost $4.49 Unrealized
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.0%
Value ($000) $52 Shares 670 Est. Cost $74.51 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $52 Shares 1,891 Est. Cost $30.96 Unrealized -12.5%
TTEK TETRA TECH INC NEW COM 0.0%
Value ($000) $52 Shares 340 Est. Cost $29.33 Unrealized +10.8%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $50 Shares 565 Est. Cost $102.21 Unrealized
REAVES UTIL INCOME FD COM SH BEN INT 0.0%
Value ($000) $49 Shares 2,000 Est. Cost $28.27 Unrealized
WSO WATSCO INC COM 0.0%
Value ($000) $49 Shares 130 Est. Cost $262.94 Unrealized +37.5%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $49 Shares 443 Est. Cost $108.07 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $49 Shares 525 Est. Cost $80.41 Unrealized +20.1%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $47 Shares 450 Est. Cost $95.56 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $47 Shares 579 Est. Cost $82.72 Unrealized -3.6%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $47 Shares 300 Est. Cost $151.85 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $46 Shares 375 Est. Cost $130.92 Unrealized +1.4%
LIN LINDE PLC SHS 0.0%
Value ($000) $46 Shares 123 Est. Cost $322.30 Unrealized +14.5%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $46 Shares 100 Est. Cost $400.00 Unrealized
GSK GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $45 Shares 1,247 Est. Cost $35.14 Unrealized
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.0%
Value ($000) $45 Shares 961 Est. Cost $45.50 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $45 Shares 792 Est. Cost $60.87 Unrealized
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $45 Shares 1,200 Est. Cost $13.28 Unrealized +147.4%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $43 Shares 260 Est. Cost $167.33 Unrealized -3.6%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $43 Shares 160 Est. Cost $219.54 Unrealized
SITIO ROYALTIES CORP CLASS A COM 0.0%
Value ($000) $43 Shares 1,777 Est. Cost $25.51 Unrealized
SHEL ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $42 Shares 658 Est. Cost $56.96 Unrealized
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $41 Shares 1,009 Est. Cost $46.94 Unrealized -14.5%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $41 Shares 450 Est. Cost $113.14 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $41 Shares 844 Est. Cost $52.56 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $41 Shares 590 Est. Cost $77.07 Unrealized +4.3%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $41 Shares 400 Est. Cost $103.45 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.0%
Value ($000) $41 Shares 500 Est. Cost $71.79 Unrealized
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $41 Shares 530 Est. Cost $71.13 Unrealized +6.0%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $40 Shares 174 Est. Cost $197.50 Unrealized +16.5%
EME EMCOR GROUP INC COM 0.0%
Value ($000) $40 Shares 188 Est. Cost $140.69 Unrealized +47.8%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $39 Shares 1,349 Est. Cost $26.97 Unrealized +0.2%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $38 Shares 250 Est. Cost $158.77 Unrealized +2.5%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $38 Shares 790 Est. Cost $49.11 Unrealized
UVV UNIVERSAL CORP VA COM 0.0%
Value ($000) $38 Shares 800 Est. Cost $52.02 Unrealized -7.2%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $38 Shares 575 Est. Cost $56.95 Unrealized
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $37 Shares 200 Est. Cost $141.33 Unrealized +41.4%
SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 0.0%
Value ($000) $37 Shares 1,125 Est. Cost $34.60 Unrealized
NULV NUVEEN ESG LARGE-CAP VALUE ETF 0.0%
Value ($000) $37 Shares 1,100 Est. Cost $34.24 Unrealized
TPL TEXAS PACIFIC LAND CORPORATION COM 0.0%
Value ($000) $36 Shares 20 Est. Cost $183.20 Unrealized 0.0%
VSH VISHAY INTERTECHNOLOGY INC COM 0.0%
Value ($000) $36 Shares 1,475 Est. Cost $19.78 Unrealized +29.2%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $36 Shares 450 Est. Cost $81.17 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REG SH NEW 0.0%
Value ($000) $36 Shares 1,816 Est. Cost $15.27 Unrealized
NULG NUVEEN ESG LARGE-CAP GROWTH ETF 0.0%
Value ($000) $36 Shares 600 Est. Cost $48.89 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $36 Shares 495 Est. Cost $68.30 Unrealized
SBSI SOUTHSIDE BANCSHARES INC COM 0.0%
Value ($000) $34 Shares 1,190 Est. Cost $35.47 Unrealized -16.0%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $34 Shares 436 Est. Cost $63.88 Unrealized +23.2%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $34 Shares 300 Est. Cost $100.54 Unrealized +12.4%
VB VANGUARD SMALL-CAP INDEX FUND 0.0%
Value ($000) $34 Shares 178 Est. Cost $201.86 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $33 Shares 76 Est. Cost $495.16 Unrealized -14.8%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $33 Shares 2,009 Est. Cost $15.18 Unrealized +0.5%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $32 Shares 233 Est. Cost $117.48 Unrealized +2.4%
EATON VANCE ENHANCED EQUITY IN COM 0.0%
Value ($000) $32 Shares 2,047 Est. Cost $14.93 Unrealized
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 0.0%
Value ($000) $32 Shares 850 Est. Cost $43.57 Unrealized
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $31 Shares 653 Est. Cost $45.28 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $30 Shares 321 Est. Cost $86.63 Unrealized -2.7%
CTRA CABOT OIL & GAS CORP COM 0.0%
Value ($000) $30 Shares 1,106 Est. Cost $24.33 Unrealized +3.6%
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $30 Shares 236 Est. Cost $124.77 Unrealized
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value ($000) $29 Shares 2,422 Est. Cost $8.19 Unrealized +49.7%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $29 Shares 289 Est. Cost $100.80 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $29 Shares 2,626 Est. Cost $11.73 Unrealized +6.4%
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $28 Shares 835 Est. Cost $33.43 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $27 Shares 247 Est. Cost $127.05 Unrealized -13.4%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $27 Shares 1,021 Est. Cost $26.78 Unrealized +1.3%
FISV FISERV INC COM 0.0%
Value ($000) $27 Shares 238 Est. Cost $101.91 Unrealized +20.8%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $27 Shares 154 Est. Cost $211.01 Unrealized -17.1%
FNV FRANCO NEV CORP COM 0.0%
Value ($000) $27 Shares 200 Est. Cost $128.26 Unrealized +7.8%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $26 Shares 248 Est. Cost $101.69 Unrealized +8.2%
ANSYS INC COM 0.0%
Value ($000) $26 Shares 87 Est. Cost $292.74 Unrealized
SYBT STOCK YDS BANCORP INC COM 0.0%
Value ($000) $26 Shares 658 Est. Cost $71.50 Unrealized -36.7%
SONY SONY GROUP CORPORATION SPONSORED ADR 0.0%
Value ($000) $26 Shares 312 Est. Cost $76.28 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $26 Shares 169 Est. Cost $136.09 Unrealized
BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 0.0%
Value ($000) $25 Shares 1,450 Est. Cost $17.73 Unrealized
KRBN KRANESHARES GLOBAL CARBON ETF 0.0%
Value ($000) $25 Shares 700 Est. Cost $36.47 Unrealized
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $25 Shares 450 Est. Cost $47.78 Unrealized
SMP STANDARD MTR PRODS INC COM 0.0%
Value ($000) $25 Shares 750 Est. Cost $36.48 Unrealized -0.2%
SNX SYNNEX CORP COM 0.0%
Value ($000) $25 Shares 250 Est. Cost $89.53 Unrealized +6.7%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $25 Shares 393 Est. Cost $52.27 Unrealized +10.9%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $25 Shares 1,428 Est. Cost $22.04 Unrealized -15.9%
FDN FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 0.0%
Value ($000) $25 Shares 155 Est. Cost $123.15 Unrealized
HE HAWAIIAN ELEC INDUSTRIES COM 0.0%
Value ($000) $25 Shares 2,000 Est. Cost $38.60 Unrealized -37.0%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $24 Shares 211 Est. Cost $125.32 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $24 Shares 116 Est. Cost $199.93 Unrealized -1.6%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $24 Shares 426 Est. Cost $50.83 Unrealized +10.1%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $24 Shares 312 Est. Cost $82.48 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $23 Shares 56 Est. Cost $140.04 Unrealized +42.4%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $23 Shares 608 Est. Cost $33.48 Unrealized +16.5%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $23 Shares 119 Est. Cost $166.69 Unrealized +10.7%
EVRG EVERGY INC COM 0.0%
Value ($000) $23 Shares 446 Est. Cost $52.51 Unrealized -2.5%
VTR VENTAS INC COM 0.0%
Value ($000) $23 Shares 535 Est. Cost $37.75 Unrealized +10.0%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $22 Shares 330 Est. Cost $89.88 Unrealized -23.5%
AVAV AEROVIRONMENT INC COM 0.0%
Value ($000) $22 Shares 200 Est. Cost $100.68 Unrealized +0.0%
WD WALKER & DUNLOP INC COM 0.0%
Value ($000) $22 Shares 300 Est. Cost $76.58 Unrealized +2.6%
CNXC CONCENTRIX CORP COM 0.0%
Value ($000) $22 Shares 274 Est. Cost $113.49 Unrealized -35.0%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $22 Shares 108 Est. Cost $148.82 Unrealized +43.4%
SYY SYSCO CORP COM 0.0%
Value ($000) $22 Shares 328 Est. Cost $73.92 Unrealized -9.3%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $21 Shares 223 Est. Cost $70.29 Unrealized +38.2%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $21 Shares 207 Est. Cost $101.47 Unrealized -2.7%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $20 Shares 187 Est. Cost $114.72 Unrealized +7.8%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $20 Shares 132 Est. Cost $145.07 Unrealized
PIONEER NAT RES CO COM 0.0%
Value ($000) $20 Shares 88 Est. Cost $223.45 Unrealized
DKNG DRAFTKINGS INC COM CL A 0.0%
Value ($000) $20 Shares 682 Est. Cost $15.65 Unrealized +88.7%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $19 Shares 42 Est. Cost $313.01 Unrealized +43.0%
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.0%
Value ($000) $19 Shares 125 Est. Cost $120.53 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $19 Shares 559 Est. Cost $32.51 Unrealized -6.2%
F FORD MTR CO DEL COM 0.0%
Value ($000) $19 Shares 1,513 Est. Cost $10.07 Unrealized +10.2%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $19 Shares 93 Est. Cost $190.76 Unrealized +3.8%
NI NISOURCE INC COM 0.0%
Value ($000) $19 Shares 750 Est. Cost $23.70 Unrealized +5.7%
STXD STRIVE 1000 DIVIDEND GROWTH ETF 0.0%
Value ($000) $18 Shares 690 Est. Cost $25.70 Unrealized
WAT WATERS CORP COM 0.0%
Value ($000) $18 Shares 65 Est. Cost $316.35 Unrealized -12.6%
TWLO TWILIO INC CL A 0.0%
Value ($000) $18 Shares 301 Est. Cost $61.49 Unrealized +1.3%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $18 Shares 174 Est. Cost $96.46 Unrealized
ISCB ISHARES MORNINGSTAR SMALL-CAP ETF 0.0%
Value ($000) $18 Shares 372 Est. Cost $45.60 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $17 Shares 320 Est. Cost $55.21 Unrealized +9.8%
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $17 Shares 500 Est. Cost $32.23 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $17 Shares 300 Est. Cost $44.83 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $17 Shares 298 Est. Cost $68.99 Unrealized -13.8%
NEM NEWMONT CORP COM 0.0%
Value ($000) $17 Shares 467 Est. Cost $40.74 Unrealized -5.9%
WAB WABTEC COM 0.0%
Value ($000) $17 Shares 161 Est. Cost $93.96 Unrealized +17.1%
RYN RAYONIER INC COM 0.0%
Value ($000) $17 Shares 600 Est. Cost $32.96 Unrealized
IYC ISHARES U.S. CONSUMER SERVICES ETF 0.0%
Value ($000) $17 Shares 255 Est. Cost $56.96 Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $17 Shares 447 Est. Cost $41.73 Unrealized -13.3%
PFRL PGIM FLOATING RATE INCOME ETF 0.0%
Value ($000) $17 Shares 334 Est. Cost $49.47 Unrealized
RVTY PERKINELMER INC COM 0.0%
Value ($000) $17 Shares 152 Est. Cost $133.52 Unrealized -12.5%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $16 Shares 9 Est. Cost $29.88 Unrealized +30.5%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $16 Shares 239 Est. Cost $37.09 Unrealized +54.3%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $16 Shares 499 Est. Cost $35.76 Unrealized -3.1%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $16 Shares 358 Est. Cost $43.84 Unrealized +6.4%
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $16 Shares 150 Est. Cost $101.97 Unrealized 0.0%
GDX VANECK VECTORS GOLD MINERS ETF 0.0%
Value ($000) $16 Shares 600 Est. Cost $28.66 Unrealized
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $16 Shares 500 Est. Cost $35.65 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $16 Shares 453 Est. Cost $32.84 Unrealized
STAA STAAR SURGICAL CO COM PAR $0.01 0.0%
Value ($000) $16 Shares 400 Est. Cost $62.72 Unrealized -25.3%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $16 Shares 330 Est. Cost $49.51 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $10.15 Unrealized +56.9%
FMS FRESENIUS MED CARE AG&CO KGAA SPONSORED ADR 0.0%
Value ($000) $16 Shares 742 Est. Cost $16.34 Unrealized
NVT NVENT ELECTRIC PLC SHS 0.0%
Value ($000) $16 Shares 301 Est. Cost $35.48 Unrealized +47.8%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $16 Shares 350 Est. Cost $53.90 Unrealized -4.2%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $16 Shares 183 Est. Cost $88.09 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $15 Shares 508 Est. Cost $30.56 Unrealized +0.5%
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value ($000) $15 Shares 40 Est. Cost $280.00 Unrealized
NTAP NETAPP INC COM 0.0%
Value ($000) $15 Shares 200 Est. Cost $61.60 Unrealized +19.3%
CANE TEUCRIUM SUGAR FUND 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $9.53 Unrealized
ALC ALCON AG ORD SHS 0.0%
Value ($000) $15 Shares 191 Est. Cost $63.16 Unrealized +29.3%
IWX ISHARES RUSSELL TOP 200 VALUE ETF 0.0%
Value ($000) $15 Shares 222 Est. Cost $64.97 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $14 Shares 104 Est. Cost $113.90 Unrealized +21.2%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $14 Shares 127 Est. Cost $121.14 Unrealized -14.5%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $14 Shares 410 Est. Cost $34.20 Unrealized
PINS PINTEREST INC CL A 0.0%
Value ($000) $14 Shares 500 Est. Cost $25.64 Unrealized +6.5%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $14 Shares 108 Est. Cost $94.49 Unrealized +26.3%
INMD INMODE LTD SHS 0.0%
Value ($000) $13 Shares 438 Est. Cost $37.89 Unrealized +3.6%
IEUR ISHARES CORE MSCI EUROPE ETF 0.0%
Value ($000) $13 Shares 266 Est. Cost $47.53 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $13 Shares 260 Est. Cost $58.31 Unrealized -16.1%
UYG PROSHARES ULTRA FINANCIALS 0.0%
Value ($000) $13 Shares 300 Est. Cost $45.61 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $13 Shares 23 Est. Cost $78.55 Unrealized +45.2%
PATH UIPATH INC CL A 0.0%
Value ($000) $13 Shares 750 Est. Cost $15.79 Unrealized +5.4%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $13 Shares 180 Est. Cost $65.57 Unrealized +18.1%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $13 Shares 442 Est. Cost $27.45 Unrealized +10.3%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $13 Shares 1,519 Est. Cost $8.00 Unrealized
EGP EASTGROUP PPTYS INC COM 0.0%
Value ($000) $13 Shares 76 Est. Cost $148.43 Unrealized
PIMCO INCOME STRATEGY FD II COM 0.0%
Value ($000) $13 Shares 1,900 Est. Cost $7.07 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $12 Shares 116 Est. Cost $233.12 Unrealized -39.2%
VMI VALMONT INDS INC COM 0.0%
Value ($000) $12 Shares 51 Est. Cost $311.28 Unrealized -17.4%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $12 Shares 257 Est. Cost $43.06 Unrealized
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $12 Shares 300 Est. Cost $35.08 Unrealized +20.5%
ITRI ITRON INC COM 0.0%
Value ($000) $12 Shares 200 Est. Cost $63.24 Unrealized +8.5%
STAG STAG INDL INC COM 0.0%
Value ($000) $12 Shares 349 Est. Cost $32.35 Unrealized
EPP ISHARES MSCI PACIFIC EX JAPAN ETF 0.0%
Value ($000) $12 Shares 300 Est. Cost $42.79 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $12 Shares 20 Est. Cost $546.40 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $12 Shares 196 Est. Cost $51.02 Unrealized
POOL POOL CORP COM 0.0%
Value ($000) $12 Shares 33 Est. Cost $303.50 Unrealized +16.0%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $12 Shares 401 Est. Cost $33.90 Unrealized -2.0%
SVC SERVICE PPTYS TR COM SH BEN INT 0.0%
Value ($000) $12 Shares 1,500 Est. Cost $7.29 Unrealized
EZM WISDOMTREE U.S. MIDCAP FUND 0.0%
Value ($000) $11 Shares 225 Est. Cost $48.62 Unrealized
CMPS COMPASS PATHWAYS PLC SPONSORED ADS 0.0%
Value ($000) $11 Shares 1,510 Est. Cost $7.95 Unrealized
BALL BALL CORP COM 0.0%
Value ($000) $11 Shares 224 Est. Cost $49.55 Unrealized +6.5%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $11 Shares 82 Est. Cost $133.29 Unrealized +3.4%
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $11 Shares 725 Est. Cost $27.07 Unrealized -37.4%
BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF 0.0%
Value ($000) $11 Shares 700 Est. Cost $16.20 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $11 Shares 12 Est. Cost $60.49 Unrealized +3.7%
VFC V F CORP COM 0.0%
Value ($000) $11 Shares 613 Est. Cost $29.00 Unrealized -34.4%
JSCP JPMORGAN SHORT DURATION CORE PLUS ETF 0.0%
Value ($000) $11 Shares 238 Est. Cost $45.73 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $11 Shares 31 Est. Cost $320.33 Unrealized +9.2%
DBA INVESCO DB AGRICULTURE FUND 0.0%
Value ($000) $11 Shares 500 Est. Cost $20.15 Unrealized
BSCV INVESCO BULLETSHARES 2031 CORPORATE BOND ETF 0.0%
Value ($000) $11 Shares 700 Est. Cost $15.97 Unrealized
FFIV F5 NETWORKS INC COM 0.0%
Value ($000) $11 Shares 66 Est. Cost $146.54 Unrealized +6.7%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $116.67 Unrealized
RPM RPM INTL INC COM 0.0%
Value ($000) $11 Shares 111 Est. Cost $96.96 Unrealized +0.5%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $10 Shares 61 Est. Cost $151.97 Unrealized +11.5%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $10 Shares 223 Est. Cost $40.67 Unrealized +27.2%
HR HEALTHCARE RLTY TR CL A COM 0.0%
Value ($000) $10 Shares 665 Est. Cost $19.27 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $10 Shares 415 Est. Cost $28.86 Unrealized -19.1%
FDT FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND 0.0%
Value ($000) $10 Shares 200 Est. Cost $47.73 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $10 Shares 37 Est. Cost $283.70 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $10 Shares 290 Est. Cost $32.22 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $10 Shares 69 Est. Cost $114.07 Unrealized +7.1%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $10 Shares 75 Est. Cost $137.79 Unrealized -4.7%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $10 Shares 177 Est. Cost $55.68 Unrealized -4.9%
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.0%
Value ($000) $9 Shares 219 Est. Cost $44.89 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $9 Shares 90 Est. Cost $108.21 Unrealized
SHAK SHAKE SHACK INC CL A 0.0%
Value ($000) $9 Shares 160 Est. Cost $50.33 Unrealized +41.2%
ASAN ASANA INC CL A 0.0%
Value ($000) $9 Shares 500 Est. Cost $19.87 Unrealized +5.2%
TTC TORO CO COM 0.0%
Value ($000) $9 Shares 110 Est. Cost $105.94 Unrealized -9.1%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $9 Shares 59 Est. Cost $99.78 Unrealized +52.7%
VIACOMCBS INC CL B 0.0%
Value ($000) $9 Shares 707 Est. Cost $17.40 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $9 Shares 84 Est. Cost $93.48 Unrealized +10.4%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $9 Shares 85 Est. Cost $86.77 Unrealized +14.8%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $9 Shares 110 Est. Cost $81.46 Unrealized -1.4%
CMA COMERICA INC COM 0.0%
Value ($000) $9 Shares 213 Est. Cost $58.65 Unrealized -28.4%
GEN NORTONLIFELOCK INC COM 0.0%
Value ($000) $9 Shares 500 Est. Cost $20.66 Unrealized -9.9%
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $9 Shares 97 Est. Cost $78.12 Unrealized +26.6%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $9 Shares 265 Est. Cost $36.62 Unrealized -11.2%
HUM HUMANA INC COM 0.0%
Value ($000) $9 Shares 18 Est. Cost $469.84 Unrealized -2.8%
EES WISDOMTREE U.S. SMALLCAP FUND 0.0%
Value ($000) $9 Shares 200 Est. Cost $42.59 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $9 Shares 34 Est. Cost $226.15 Unrealized +10.2%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $8 Shares 112 Est. Cost $83.64 Unrealized -10.8%
DIV GLOBAL X SUPER DIVIDEND U.S. ETF 0.0%
Value ($000) $8 Shares 500 Est. Cost $18.79 Unrealized
RACE FERRARI N V COM 0.0%
Value ($000) $8 Shares 27 Est. Cost $206.10 Unrealized +50.6%
ECH ISHARES MSCI CHILE ETF 0.0%
Value ($000) $8 Shares 300 Est. Cost $27.09 Unrealized
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $8 Shares 500 Est. Cost $15.86 Unrealized -1.6%
VTRS VIATRIS INC COM 0.0%
Value ($000) $8 Shares 788 Est. Cost $9.05 Unrealized +3.1%
FELE FRANKLIN ELEC INC COM 0.0%
Value ($000) $8 Shares 87 Est. Cost $79.76 Unrealized +18.1%
SHV ISHARES SHORT TREASURY BOND ETF 0.0%
Value ($000) $8 Shares 70 Est. Cost $110.46 Unrealized
DFH DREAM FINDERS HOMES INC COM CL A 0.0%
Value ($000) $8 Shares 347 Est. Cost $10.02 Unrealized +159.2%
BIZD VANECK BDC INCOME ETF 0.0%
Value ($000) $8 Shares 475 Est. Cost $14.15 Unrealized
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $13.88 Unrealized -29.6%
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $8 Shares 252 Est. Cost $25.46 Unrealized +16.8%
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.0%
Value ($000) $8 Shares 200 Est. Cost $45.58 Unrealized
SLG SL GREEN RLTY CORP COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $30.96 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $7 Shares 294 Est. Cost $29.81 Unrealized -17.9%
MARATHON OIL CORP COM 0.0%
Value ($000) $7 Shares 278 Est. Cost $27.07 Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $7 Shares 400 Est. Cost $26.46 Unrealized -11.8%
BBY BEST BUY INC COM 0.0%
Value ($000) $7 Shares 107 Est. Cost $63.23 Unrealized +8.6%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $7 Shares 212 Est. Cost $36.81 Unrealized -11.1%
IEX IDEX CORP COM 0.0%
Value ($000) $7 Shares 35 Est. Cost $214.74 Unrealized -2.1%
SNAP SNAP INC CL A 0.0%
Value ($000) $7 Shares 800 Est. Cost $10.49 Unrealized -0.3%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $7 Shares 100 Est. Cost $75.96 Unrealized -8.6%
CFR CULLEN FROST BANKERS INC COM 0.0%
Value ($000) $7 Shares 76 Est. Cost $128.49 Unrealized -27.0%
UCB UNITED CMNTY BKS BLAIRSVLE GA COM 0.0%
Value ($000) $7 Shares 271 Est. Cost $36.29 Unrealized -25.3%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $7 Shares 368 Est. Cost $20.04 Unrealized -11.9%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.0%
Value ($000) $7 Shares 89 Est. Cost $78.65 Unrealized
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $7 Shares 112 Est. Cost $44.98 Unrealized +25.2%
REG REGENCY CTRS CORP COM 0.0%
Value ($000) $7 Shares 112 Est. Cost $53.85 Unrealized +6.1%
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR 0.0%
Value ($000) $7 Shares 285 Est. Cost $23.70 Unrealized
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $7 Shares 160 Est. Cost $31.42 Unrealized +30.2%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $7 Shares 36 Est. Cost $173.25 Unrealized 0.0%
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $7 Shares 199 Est. Cost $45.51 Unrealized -19.7%
ENR ENERGIZER HLDGS INC NEW COM 0.0%
Value ($000) $7 Shares 204 Est. Cost $26.68 Unrealized +14.5%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $6 Shares 53 Est. Cost $99.80 Unrealized +13.8%
WRLD WORLD ACCEP CORPORATION COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $79.01 Unrealized +74.8%
CLOU GLOBAL X CLOUD COMPUTING ETF 0.0%
Value ($000) $6 Shares 335 Est. Cost $16.03 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $6 Shares 150 Est. Cost $52.96 Unrealized -7.4%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $6 Shares 24 Est. Cost $289.57 Unrealized +3.4%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $6 Shares 41 Est. Cost $130.53 Unrealized +15.0%
KBR KBR INC COM 0.0%
Value ($000) $6 Shares 104 Est. Cost $48.08 Unrealized +24.7%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $6 Shares 115 Est. Cost $51.54 Unrealized
INDY ISHARES S&P INDIA NIFTY 50 INDEX FUND 0.0%
Value ($000) $6 Shares 135 Est. Cost $42.31 Unrealized
MOAT VANECK VECTORS MORNINGSTAR WIDE MOAT ETF 0.0%
Value ($000) $6 Shares 80 Est. Cost $64.91 Unrealized
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $63.97 Unrealized
DRLL STRIVE U.S. ENERGY ETF 0.0%
Value ($000) $6 Shares 200 Est. Cost $29.45 Unrealized
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $6 Shares 102 Est. Cost $58.39 Unrealized 0.0%
XYZ SQUARE INC CL A 0.0%
Value ($000) $6 Shares 135 Est. Cost $61.70 Unrealized +0.4%
FHN FIRST HORIZON CORPORATION COM 0.0%
Value ($000) $6 Shares 536 Est. Cost $21.53 Unrealized -47.3%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $6 Shares 24 Est. Cost $218.18 Unrealized +23.0%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $6 Shares 38 Est. Cost $127.99 Unrealized +4.8%
ROYCE MICRO-CAP TR INC COM 0.0%
Value ($000) $6 Shares 700 Est. Cost $8.28 Unrealized
PAAS PAN AMERN SILVER CORP COM 0.0%
Value ($000) $6 Shares 400 Est. Cost $16.00 Unrealized -2.2%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $111.78 Unrealized +3.2%
KR KROGER CO COM 0.0%
Value ($000) $6 Shares 128 Est. Cost $42.86 Unrealized +4.1%
WEX WEX INC COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $155.68 Unrealized +24.0%
VIPER ENERGY PARTNERS LP COM UNT RP INT 0.0%
Value ($000) $6 Shares 200 Est. Cost $31.79 Unrealized
BOC BOSTON OMAHA CORP CL A COM STK 0.0%
Value ($000) $6 Shares 338 Est. Cost $26.22 Unrealized -31.6%
FLBR FRANKLIN FTSE BRAZIL ETF 0.0%
Value ($000) $6 Shares 300 Est. Cost $17.23 Unrealized
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value ($000) $5 Shares 127 Est. Cost $35.57 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $5 Shares 353 Est. Cost $15.60 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $5 Shares 72 Est. Cost $70.79 Unrealized -0.2%
WCLD WISDOMTREE CLOUD COMPUTING FUND 0.0%
Value ($000) $5 Shares 180 Est. Cost $25.08 Unrealized
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $5 Shares 272 Est. Cost $14.20 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $106.44 Unrealized
BOKF BOK FINL CORP COM NEW 0.0%
Value ($000) $5 Shares 64 Est. Cost $93.69 Unrealized -15.0%
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $5 Shares 30 Est. Cost $192.30 Unrealized
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $182.38 Unrealized +10.5%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $5 Shares 178 Est. Cost $19.32 Unrealized +108.0%
OUTFRONT MEDIA INC COM 0.0%
Value ($000) $5 Shares 496 Est. Cost $16.44 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $5 Shares 82 Est. Cost $54.23 Unrealized +4.5%
NATIONAL INSTRS CORP COM 0.0%
Value ($000) $5 Shares 83 Est. Cost $36.90 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $5 Shares 6 Est. Cost $733.79 Unrealized +6.5%
TMFC MOTLEY FOOL 100 INDEX ETF 0.0%
Value ($000) $5 Shares 125 Est. Cost $40.74 Unrealized
DDD 3-D SYS CORP DEL COM NEW 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $8.77 Unrealized -18.3%
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $218.37 Unrealized -6.0%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $5 Shares 11 Est. Cost $318.25 Unrealized +40.6%
23ANDME HOLDING CO CLASS A COM 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $2.16 Unrealized
TILRAY INC COM CL 2 0.0%
Value ($000) $5 Shares 2,000 Est. Cost $2.41 Unrealized
MP MP MATERIALS CORP COM CL A 0.0%
Value ($000) $5 Shares 250 Est. Cost $22.48 Unrealized -1.3%
RENT THE RUNWAY INC COM CL A 0.0%
Value ($000) $5 Shares 7,000 Est. Cost $1.34 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $5 Shares 141 Est. Cost $28.24 Unrealized +9.3%
QDEL QUIDELORTHO CORP COM 0.0%
Value ($000) $5 Shares 65 Est. Cost $84.70 Unrealized -5.7%
OSISKO GOLD ROYALTIES LTD COM 0.0%
Value ($000) $5 Shares 401 Est. Cost $12.08 Unrealized
IBN ICICI BANK LIMITED ADR 0.0%
Value ($000) $5 Shares 204 Est. Cost $21.88 Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $5 Shares 1,020 Est. Cost $4.53 Unrealized
EASTERLY GOVT PPTYS INC COM 0.0%
Value ($000) $5 Shares 400 Est. Cost $14.27 Unrealized
AGI ALAMOS GOLD INC NEW COM CL A 0.0%
Value ($000) $5 Shares 400 Est. Cost $8.65 Unrealized +37.6%
GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF 0.0%
Value ($000) $5 Shares 45 Est. Cost $100.07 Unrealized
CPNG COUPANG INC CL A 0.0%
Value ($000) $4 Shares 261 Est. Cost $17.65 Unrealized +1.9%
TELLURIAN INC NEW COM 0.0%
Value ($000) $4 Shares 3,800 Est. Cost $1.56 Unrealized
DHI D R HORTON INC COM 0.0%
Value ($000) $4 Shares 41 Est. Cost $89.69 Unrealized +30.4%
MASI MASIMO CORP COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $137.60 Unrealized -15.4%
ALLETE INC COM NEW 0.0%
Value ($000) $4 Shares 83 Est. Cost $64.51 Unrealized
INTF ISHARES MSCI INTL MULTIFACTOR ETF 0.0%
Value ($000) $4 Shares 167 Est. Cost $24.60 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $4 Shares 114 Est. Cost $35.26 Unrealized +5.6%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $4 Shares 62 Est. Cost $79.10 Unrealized -15.9%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $4 Shares 26 Est. Cost $152.94 Unrealized +4.5%
KIM KIMCO RLTY CORP COM 0.0%
Value ($000) $4 Shares 239 Est. Cost $18.04 Unrealized -4.3%
OKTA OKTA INC CL A 0.0%
Value ($000) $4 Shares 51 Est. Cost $57.10 Unrealized +32.8%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $4 Shares 6 Est. Cost $597.20 Unrealized +18.6%
MAG SILVER CORP COM 0.0%
Value ($000) $4 Shares 400 Est. Cost $15.63 Unrealized
PHM PULTE GROUP INC COM 0.0%
Value ($000) $4 Shares 56 Est. Cost $41.03 Unrealized +90.7%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $186.71 Unrealized -10.2%
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $4 Shares 90 Est. Cost $61.43 Unrealized -17.3%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $4 Shares 31 Est. Cost $128.24 Unrealized +9.1%
KELLANOVA COM 0.0%
Value ($000) $4 Shares 68 Est. Cost $60.91 Unrealized -9.9%
KMX CARMAX INC COM 0.0%
Value ($000) $4 Shares 57 Est. Cost $64.20 Unrealized +27.6%
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $4 Shares 52 Est. Cost $67.10 Unrealized +17.7%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $4 Shares 142 Est. Cost $33.92 Unrealized -24.0%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $4 Shares 89 Est. Cost $39.25 Unrealized +6.6%
FTNT FORTINET INC COM 0.0%
Value ($000) $4 Shares 64 Est. Cost $58.82 Unrealized +12.5%
ETSY ETSY INC COM 0.0%
Value ($000) $4 Shares 57 Est. Cost $112.69 Unrealized -30.0%
EQIX EQUINIX INC COM 0.0%
Value ($000) $4 Shares 5 Est. Cost $578.99 Unrealized +27.1%
APA APA CORPORATION COM 0.0%
Value ($000) $4 Shares 87 Est. Cost $40.05 Unrealized -6.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $4 Shares 41 Est. Cost $82.86 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $4 Shares 66 Est. Cost $57.70 Unrealized +2.6%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $76.55 Unrealized
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $3 Shares 45 Est. Cost $101.36 Unrealized
EQX EQUINOX GOLD CORP COM 0.0%
Value ($000) $3 Shares 800 Est. Cost $3.45 Unrealized +39.9%
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $80.96 Unrealized -1.7%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $3 Shares 500 Est. Cost $7.41 Unrealized +9.9%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $3 Shares 85 Est. Cost $37.50 Unrealized
XPEV XPENG INC ADS 0.0%
Value ($000) $3 Shares 181 Est. Cost $9.94 Unrealized
KNSL KINSALE CAP GROUP INC COM 0.0%
Value ($000) $3 Shares 8 Est. Cost $286.87 Unrealized +34.8%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $87.71 Unrealized +15.7%
LEN LENNAR CORP CL A 0.0%
Value ($000) $3 Shares 29 Est. Cost $77.52 Unrealized +46.4%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $3 Shares 31 Est. Cost $93.83 Unrealized +16.7%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $3 Shares 86 Est. Cost $32.24 Unrealized +31.2%
CRNC CERENCE INC COM 0.0%
Value ($000) $3 Shares 155 Est. Cost $17.13 Unrealized +46.8%
NIKOLA CORP COM 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $1.86 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $3 Shares 6 Est. Cost $420.24 Unrealized +18.7%
PPL PPL CORP COM 0.0%
Value ($000) $3 Shares 129 Est. Cost $24.65 Unrealized -3.5%
LILA LIBERTY LATIN AMERICA LTD COM CL A 0.0%
Value ($000) $3 Shares 371 Est. Cost $7.51 Unrealized +13.6%
NWSA NEWS CORP NEW CL A 0.0%
Value ($000) $3 Shares 150 Est. Cost $16.93 Unrealized +17.6%
NXE NEXGEN ENERGY LTD COM 0.0%
Value ($000) $3 Shares 500 Est. Cost $4.17 Unrealized +24.1%
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $3 Shares 300 Est. Cost $9.80 Unrealized +13.2%
CELH CELSIUS HLDGS INC COM NEW 0.0%
Value ($000) $3 Shares 17 Est. Cost $32.61 Unrealized +72.4%
PUBM PUBMATIC INC COM CL A 0.0%
Value ($000) $3 Shares 240 Est. Cost $15.16 Unrealized +0.4%
TXT TEXTRON INC COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $67.67 Unrealized +9.9%
EBAY EBAY INC. COM 0.0%
Value ($000) $3 Shares 64 Est. Cost $39.34 Unrealized +8.5%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $3 Shares 59 Est. Cost $59.12 Unrealized -22.0%
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $3 Shares 23 Est. Cost $206.38 Unrealized -31.0%
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.20 Unrealized
DXCM DEXCOM INC COM 0.0%
Value ($000) $3 Shares 29 Est. Cost $110.01 Unrealized +2.5%
VIRGIN GALACTIC HOLDINGS INC COM 0.0%
Value ($000) $3 Shares 1,500 Est. Cost $3.11 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $3 Shares 65 Est. Cost $40.56 Unrealized -0.2%
MTB M & T BK CORP COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $147.80 Unrealized -18.5%
POLESTAR AUTOMOTIVE HLDG UK ADS A 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $4.40 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $3 Shares 6 Est. Cost $351.41 Unrealized +18.3%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $3 Shares 9 Est. Cost $243.83 Unrealized +28.1%
MCK MCKESSON CORP COM 0.0%
Value ($000) $3 Shares 6 Est. Cost $367.20 Unrealized +13.5%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $3 Shares 50 Est. Cost $51.69 Unrealized 0.0%
DINO HOLLYFRONTIER CORP COM 0.0%
Value ($000) $3 Shares 45 Est. Cost $50.59 Unrealized -2.9%
MCO MOODYS CORP COM 0.0%
Value ($000) $3 Shares 8 Est. Cost $266.40 Unrealized +25.3%
HEEM ISHARES CURRENCY HEDGED MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $3 Shares 106 Est. Cost $22.97 Unrealized
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $2 Shares 79 Est. Cost $31.33 Unrealized +22.9%
ACVF AMERICAN CONSERVATIVE VALUES ETF 0.0%
Value ($000) $2 Shares 75 Est. Cost $29.73 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $210.71 Unrealized +64.0%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $2 Shares 250 Est. Cost $13.93 Unrealized -6.4%
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $31.34 Unrealized +13.0%
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $2 Shares 41 Est. Cost $55.98 Unrealized
BROOKFIELD RENEWABLE CORP CL A SUB VTG 0.0%
Value ($000) $2 Shares 99 Est. Cost $31.35 Unrealized
CHWY CHEWY INC CL A 0.0%
Value ($000) $2 Shares 130 Est. Cost $34.81 Unrealized -17.9%
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 75 Est. Cost $44.77 Unrealized -13.3%
KRNT KORNIT DIGITAL LTD SHS 0.0%
Value ($000) $2 Shares 125 Est. Cost $24.02 Unrealized +2.6%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $159.86 Unrealized +46.4%
SANDSTORM GOLD LTD COM NEW 0.0%
Value ($000) $2 Shares 501 Est. Cost $5.26 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $2 Shares 68 Est. Cost $34.36 Unrealized -1.9%
LMND LEMONADE INC COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $19.77 Unrealized -18.9%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $2 Shares 16 Est. Cost $198.00 Unrealized -19.7%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $2 Shares 41 Est. Cost $59.94 Unrealized -9.3%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $2 Shares 149 Est. Cost $10.64 Unrealized +39.4%
SILVERCREST METALS INC COM 0.0%
Value ($000) $2 Shares 500 Est. Cost $6.00 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $207.24 Unrealized -20.7%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $2 Shares 23 Est. Cost $66.35 Unrealized +22.1%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $2 Shares 11 Est. Cost $149.19 Unrealized +30.1%
AES AES CORP COM 0.0%
Value ($000) $2 Shares 141 Est. Cost $22.69 Unrealized -25.1%
SA SEABRIDGE GOLD INC COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $11.84 Unrealized +0.2%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $147.75 Unrealized +19.8%
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $2 Shares 56 Est. Cost $34.63 Unrealized +27.6%
UNITED STATES NATURAL GAS FUND LP 0.0%
Value ($000) $2 Shares 300 Est. Cost $6.94 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $123.55 Unrealized +0.6%
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $71.13 Unrealized +37.5%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $2 Shares 400 Est. Cost $8.34 Unrealized -14.7%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $2 Shares 37 Est. Cost $44.13 Unrealized +18.8%
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $139.23 Unrealized -12.9%
FUELCELL ENERGY INC COM 0.0%
Value ($000) $2 Shares 1,500 Est. Cost $2.57 Unrealized
SYNOVUS FINL CORP COM NEW 0.0%
Value ($000) $2 Shares 69 Est. Cost $37.51 Unrealized
CALLIDITAS THERAPEUTICS AB SPONSERED ADS 0.0%
Value ($000) $2 Shares 105 Est. Cost $17.00 Unrealized
CPRT COPART INC COM 0.0%
Value ($000) $2 Shares 44 Est. Cost $37.20 Unrealized +19.5%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value ($000) $2 Shares 22 Est. Cost $87.94 Unrealized -0.1%
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $2 Shares 53 Est. Cost $44.94 Unrealized -20.4%
PCAR PACCAR INC COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $59.29 Unrealized +29.4%
ROL ROLLINS INC COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $37.66 Unrealized +4.0%
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $2 Shares 371 Est. Cost $9.53 Unrealized
DVA DAVITA INC COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $77.66 Unrealized +31.3%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $56.25 Unrealized +44.1%
RMD RESMED INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $179.79 Unrealized -1.7%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $2 Shares 42 Est. Cost $40.58 Unrealized +24.6%
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $2 Shares 24 Est. Cost $70.38 Unrealized
DOCS DOXIMITY INC CL A 0.0%
Value ($000) $2 Shares 80 Est. Cost $30.54 Unrealized -10.6%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $2 Shares 10 Est. Cost $138.65 Unrealized +12.1%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $2 Shares 117 Est. Cost $8.62 Unrealized +92.3%
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $2 Shares 45 Est. Cost $45.57 Unrealized -23.5%
EPAM EPAM SYS INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $250.25 Unrealized -1.3%
OPAD OFFERPAD SOLUTIONS INC COM CL A 0.0%
Value ($000) $1 Shares 153 Est. Cost $8.40 Unrealized +33.2%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $1 Shares 115 Est. Cost $13.76 Unrealized +12.8%
DJTWW DIGITAL WORLD ACQUISITION CORP WT EXP 063028 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.43 Unrealized
EWBC EAST WEST BANCORP INC COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $62.38 Unrealized -16.0%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $1 Shares 88 Est. Cost $15.09 Unrealized +22.2%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $126.33 Unrealized +16.5%
RIOT RIOT PLATFORMS INC COM 0.0%
Value ($000) $1 Shares 150 Est. Cost $5.16 Unrealized +167.0%
DOV DOVER CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $127.77 Unrealized +9.8%
LKQ LKQ CORP COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $48.50 Unrealized +2.8%
CALY CALLAWAY GOLF CO COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.01 Unrealized -12.3%
UNM UNUM GROUP COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $41.90 Unrealized +16.7%
RVLV REVOLVE GROUP INC CL A 0.0%
Value ($000) $1 Shares 100 Est. Cost $21.51 Unrealized -26.0%
FUBO FUBOTV INC COM 0.0%
Value ($000) $1 Shares 500 Est. Cost $3.05 Unrealized -15.5%
ARQT ARCUTIS BIOTHERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 250 Est. Cost $9.54 Unrealized -10.9%
NNOX NANO X IMAGING LTD ORD SHS 0.0%
Value ($000) $1 Shares 200 Est. Cost $11.08 Unrealized -7.2%
AVXL ANAVEX LIFE SCIENCES CORP COM NEW 0.0%
Value ($000) $1 Shares 200 Est. Cost $10.68 Unrealized -25.5%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $1 Shares 34 Est. Cost $36.49 Unrealized -1.2%
APTIV PLC SHS 0.0%
Value ($000) $1 Shares 13 Est. Cost $102.86 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $95.79 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $1 Shares 123 Est. Cost $12.50 Unrealized -19.3%
AOS SMITH A O CORP COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $52.85 Unrealized +28.8%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $219.54 Unrealized -4.7%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 18 Est. Cost $71.56 Unrealized
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value ($000) $1 Shares 19 Est. Cost $46.45 Unrealized +29.5%
JUNIPER NETWORKS INC COM 0.0%
Value ($000) $1 Shares 43 Est. Cost $31.96 Unrealized
FNB F N B CORP COM 0.0%
Value ($000) $1 Shares 110 Est. Cost $12.00 Unrealized -9.6%
RHI ROBERT HALF INTL INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $75.50 Unrealized +0.5%
KEY KEYCORP COM 0.0%
Value ($000) $1 Shares 96 Est. Cost $14.79 Unrealized -34.1%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $52.54 Unrealized -5.4%
BIIB BIOGEN INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $282.44 Unrealized -5.3%
AG FIRST MAJESTIC SILVER CORP COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $8.65 Unrealized -31.8%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $233.48 Unrealized -18.1%
FROG JFROG LTD ORD SHS 0.0%
Value ($000) $1 Shares 40 Est. Cost $22.72 Unrealized +22.2%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $139.69 Unrealized -15.7%
BIOSIG TECHNOLOGIES INC COM NEW 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $0.42 Unrealized
FREYEUR FREYR BATTERY SHS 0.0%
Value ($000) $1 Shares 200 Est. Cost $8.79 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $66.68 Unrealized +13.8%
QRVO QORVO INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $90.32 Unrealized +13.0%
CERIDIAN HCM HLDG INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $62.84 Unrealized +11.9%
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $94.52 Unrealized -21.0%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $350.38 Unrealized +43.3%
CATALENT INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $47.49 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $33.06 Unrealized -6.6%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $95.52 Unrealized +16.4%
ADSK AUTODESK INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $200.68 Unrealized +4.7%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $1 Shares 3 Est. Cost $241.04 Unrealized +15.1%
CDW CDW CORP COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $168.85 Unrealized +14.5%
STT STATE STR CORP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $65.88 Unrealized -1.5%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $142.19 Unrealized -0.7%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $53.59 Unrealized +0.3%
CZR CAESARS ENTERTAINMENT INC NEW COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $44.53 Unrealized +19.3%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $44.69 Unrealized +1.3%
AME AMETEK INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $129.81 Unrealized +18.4%
FLGT FULGENT GENETICS INC COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $35.78 Unrealized -4.6%
IBRX IMMUNITYBIO INC COM 0.0%
Value ($000) $1 Shares 425 Est. Cost $5.49 Unrealized -63.4%
LI-CYCLE HOLDINGS CORP COMMON SHARES 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.20 Unrealized
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $37.60 Unrealized +15.2%
DAVA ENDAVA PLC ADS 0.0%
Value ($000) $1 Shares 12 Est. Cost $76.50 Unrealized
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.65 Unrealized -12.9%
J JACOBS ENGR GROUP INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $95.66 Unrealized +10.4%
ROST ROSS STORES INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $98.51 Unrealized +13.5%
HSIC HENRY SCHEIN INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $75.72 Unrealized +1.7%
TLSA TIZIANA LIFE SCIENCES LTD COMMON SHARES 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $0.69 Unrealized 0.0%
WHEELER REAL ESTATE INVT TR COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $3.28 Unrealized
LOB LIVE OAK BANCSHARES INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $31.92 Unrealized +0.7%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.60 Unrealized -9.4%
JAWS ACQUISITION CORP SHS 0.0%
Value ($000) $1 Shares 2,500 Est. Cost $1.37 Unrealized
NDAQ NASDAQ INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $59.57 Unrealized -17.8%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $1 Shares 6 Est. Cost $82.67 Unrealized +21.6%
PGNY PROGYNY INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $37.04 Unrealized +1.9%
HRB BLOCK H & R INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $36.99 Unrealized -6.9%
HAS HASBRO INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $52.00 Unrealized +14.6%
LUCID GROUP INC COM 0.0%
Value ($000) $1 Shares 105 Est. Cost $6.83 Unrealized
HANESBRANDS INC COM 0.0%
Value ($000) $1 Shares 148 Est. Cost $6.36 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $95.29 Unrealized +8.1%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $237.86 Unrealized +24.7%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $130.82 Unrealized +10.3%
SLI STANDARD LITHIUM LTD COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $3.88 Unrealized -1.1%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $148.50 Unrealized
UBS UBS GROUP AG SHS 0.0%
Value ($000) $1 Shares 22 Est. Cost $20.11 Unrealized +16.2%
SDCCQ SMILEDIRECTCLUB INC CL A COM 0.0%
Value ($000) $1 Shares 1,300 Est. Cost $0.66 Unrealized -13.3%
HPQ HP INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $24.56 Unrealized +13.9%
WESTROCK CO COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $35.16 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $50.68 Unrealized +12.8%
MSCI MSCI INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $448.89 Unrealized +13.8%
PODD INSULET CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $223.91 Unrealized 0.0%
CPRI CAPRI HOLDINGS LIMITED SHS 0.0%
Value ($000) $0 Shares 9 Est. Cost $50.52 Unrealized -10.2%
BLNK BLINK CHARGING CO COM 0.0%
Value ($000) $0 Shares 150 Est. Cost $13.63 Unrealized -63.1%
CHGG CHEGG INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $25.42 Unrealized -61.6%
ASPN ASPEN AEROGELS INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $10.68 Unrealized -33.5%
MKTX MARKETAXESS HLDGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $239.90 Unrealized -2.6%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $108.30 Unrealized +32.9%
TUPPERWARE BRANDS CORP COM 0.0%
Value ($000) $0 Shares 300 Est. Cost $2.50 Unrealized
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $0 Shares 45 Est. Cost $8.96 Unrealized 0.0%
SLDP SOLID POWER INC CLASS A COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $3.65 Unrealized -35.0%
DOUG DOUGLAS ELLIMAN INC COM 0.0%
Value ($000) $0 Shares 178 Est. Cost $3.93 Unrealized -41.5%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $431.23 Unrealized +1.4%
SSSS SURO CAPITAL CORP COM NEW 0.0%
Value ($000) $0 Shares 110 Est. Cost $3.95 Unrealized -6.2%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $191.85 Unrealized 0.0%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $50.89 Unrealized +30.5%
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $303.72 Unrealized +22.4%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $82.56 Unrealized +10.9%
VINP VINCI PARTNERS INVTS LTD COM CL A 0.0%
Value ($000) $0 Shares 36 Est. Cost $9.97 Unrealized +1.1%
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $403.63 Unrealized -4.4%
SPT SPROUT SOCIAL INC COM CL A 0.0%
Value ($000) $0 Shares 7 Est. Cost $58.67 Unrealized -14.5%
OUTSET MED INC COM 0.0%
Value ($000) $0 Shares 32 Est. Cost $25.81 Unrealized
MHK MOHAWK INDS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $100.72 Unrealized 0.0%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $314.59 Unrealized +5.1%
MRNA MODERNA INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $163.51 Unrealized -31.8%
TPICQ TPI COMPOSITES INC COM 0.0%
Value ($000) $0 Shares 117 Est. Cost $10.42 Unrealized -41.3%
SMLR SEMLER SCIENTIFIC INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $34.69 Unrealized -25.0%
GSHD GOOSEHEAD INS INC COM CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $37.46 Unrealized +79.1%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $68.54 Unrealized +1.3%
DCBO DOCEBO INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $29.97 Unrealized +32.2%
HL HECLA MNG CO COM 0.0%
Value ($000) $0 Shares 69 Est. Cost $4.89 Unrealized -3.1%
FLEETCOR TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $184.00 Unrealized
L LOEWS CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $58.70 Unrealized +5.4%
EIX EDISON INTL COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $57.79 Unrealized +8.0%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $29.99 Unrealized +2.3%
AVNS AVANOS MED INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $24.45 Unrealized -7.3%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $172.18 Unrealized +34.8%
EDIT EDITAS MEDICINE INC COM 0.0%
Value ($000) $0 Shares 30 Est. Cost $10.98 Unrealized -21.9%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $118.51 Unrealized +4.8%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $133.96 Unrealized 0.0%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $206.89 Unrealized 0.0%
VRSN VERISIGN INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $190.04 Unrealized +8.3%
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $106.98 Unrealized -4.5%
TER TERADYNE INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $99.13 Unrealized +5.3%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $263.49 Unrealized -19.2%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $81.21 Unrealized +20.8%
FTHM FATHOM HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 47 Est. Cost $4.72 Unrealized +37.2%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $13.48 Unrealized +19.4%
EFX EQUIFAX INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $178.71 Unrealized +12.3%
XYL XYLEM INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $100.26 Unrealized 0.0%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $92.25 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $24.41 Unrealized -6.0%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $30.73 Unrealized 0.0%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $2.31 Unrealized
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $78.14 Unrealized +6.0%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $31.88 Unrealized -0.8%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $160.56 Unrealized -2.7%
AEE AMEREN CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $76.15 Unrealized -0.9%
FTV FORTIVE CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $47.79 Unrealized +19.1%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $82.92 Unrealized 0.0%
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $20.94 Unrealized +12.7%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $48.13 Unrealized -0.6%
TPR TAPESTRY INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $34.31 Unrealized 0.0%
AIZ ASSURANT INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $119.11 Unrealized +10.7%
UDR UDR INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $36.13 Unrealized 0.0%
PTC PTC INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $119.63 Unrealized +19.5%
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $69.90 Unrealized 0.0%
AVIR ATEA PHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 46 Est. Cost $5.06 Unrealized -32.7%
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $78.07 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $48.03 Unrealized +25.5%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $38.71 Unrealized 0.0%
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $114.80 Unrealized
RMR RMR GROUP INC CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $20.62 Unrealized -7.2%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $97.46 Unrealized +2.9%
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $109.30 Unrealized 0.0%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $94.86 Unrealized +3.7%
CSTL CASTLE BIOSCIENCES INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $23.18 Unrealized -24.6%
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value ($000) $0 Shares 1 Est. Cost $96.63 Unrealized 0.0%
NIO NIO INC SPON ADS 0.0%
Value ($000) $0 Shares 10 Est. Cost $9.75 Unrealized
CMRC BIGCOMMERCE HLDGS INC COM SER 1 0.0%
Value ($000) $0 Shares 9 Est. Cost $10.83 Unrealized -3.9%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $0 Shares 2 Est. Cost $41.00 Unrealized
UNITI GROUP INC COM 0.0%
Value ($000) $0 Shares 17 Est. Cost $5.53 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $57.93 Unrealized +45.5%
SKLZ SKILLZ INC COM CL A 0.0%
Value ($000) $0 Shares 6 Est. Cost $11.57 Unrealized -23.3%
BDN BRANDYWINE RLTY TR SH BEN INT NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $6.20 Unrealized
FUVV ARCIMOTO INC COM NEW 0.0%
Value ($000) $0 Shares 15 Est. Cost $10.91 Unrealized -88.9%
KOD KODIAK SCIENCES INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $7.18 Unrealized -50.8%
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $0.88 Unrealized
INVIVO THERAPEUTICS HLDGS CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $2.50 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $4.08 Unrealized -58.5%
ADVANCED MARKETING SERVICES 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
VANECK RUSSIA ETF 0.0%
Value ($000) $0 Shares 419 Est. Cost $5.65 Unrealized