TUCKER ASSET MANAGEMENT LLC Diversified Active

CIK: 0001870012 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Feb 3, 2025

Total Value ($000): $433,023 (100.0% shares, 0.0% debt)

Holdings (1,481)

SPY SPDR S&P 500 ETF TR 21.5%
Value ($000) $93,244 Shares 162,514 Est. Cost $436.81 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 16.6%
Value ($000) $71,851 Shares 1,200,121 Est. Cost $59.51 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 7.8%
Value ($000) $33,721 Shares 188,216 Est. Cost $143.98 Unrealized
QQQ INVESCO QQQ TR 7.3%
Value ($000) $31,617 Shares 64,779 Est. Cost $370.25 Unrealized
SWVXX SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES 3.7%
Value ($000) $16,163 Shares 16,162,618 Est. Cost $1.00 Unrealized
NVDA NVIDIA CORPORATION 2.7%
Value ($000) $11,701 Shares 96,354 Est. Cost $94.92 Unrealized +24.4%
GVI ISHARES TR 2.7%
Value ($000) $11,569 Shares 108,017 Est. Cost $103.84 Unrealized
SHV ISHARES TR 2.5%
Value ($000) $10,977 Shares 99,221 Est. Cost $110.10 Unrealized
XLI SELECT SECTOR SPDR TR 2.1%
Value ($000) $9,251 Shares 68,307 Est. Cost $106.05 Unrealized
XLC SELECT SECTOR SPDR TR 2.1%
Value ($000) $9,248 Shares 102,303 Est. Cost $67.02 Unrealized
AMRX AMNEAL PHARMACEUTICALS INC 2.1%
Value ($000) $9,244 Shares 1,111,064 Est. Cost $6.35 Unrealized +23.2%
XLK SELECT SECTOR SPDR TR 2.1%
Value ($000) $9,197 Shares 40,736 Est. Cost $177.30 Unrealized
XLF SELECT SECTOR SPDR TR 2.1%
Value ($000) $9,009 Shares 198,797 Est. Cost $41.12 Unrealized
BIL SPDR SER TR 1.0%
Value ($000) $4,393 Shares 47,851 Est. Cost $91.78 Unrealized
AAPL APPLE INC 0.8%
Value ($000) $3,409 Shares 14,633 Est. Cost $143.47 Unrealized +54.7%
SNAXX SCHWAB VALUE ADVANTAGE MONEY ULTRA SHARES 0.7%
Value ($000) $2,828 Shares 2,827,864 Est. Cost $1.00 Unrealized
BIICX BLACKROCK MULTI-ASSET INCOME INSTL 0.6%
Value ($000) $2,481 Shares 237,825 Est. Cost $10.03 Unrealized
SUTXX SCHWAB US TREASURY MONEY ULTRA 0.5%
Value ($000) $2,218 Shares 2,217,846 Est. Cost $1.00 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $1,843 Shares 4,283 Est. Cost $299.64 Unrealized +41.2%
SNSXX SCHWAB US TREASURY MONEY INVESTOR 0.4%
Value ($000) $1,543 Shares 1,542,742 Est. Cost $1.00 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $1,512 Shares 8,729 Est. Cost $139.28 Unrealized +17.9%
JEPQ J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $1,481 Shares 26,961 Est. Cost $48.90 Unrealized
RTX RTX CORPORATION 0.3%
Value ($000) $1,402 Shares 11,569 Est. Cost $74.67 Unrealized +48.8%
FWGIX AMERICAN FUNDS CAPITAL WORLD GR&INC F3 0.3%
Value ($000) $1,313 Shares 19,044 Est. Cost $64.79 Unrealized
VFIAX VANGUARD 500 INDEX ADMIRAL 0.3%
Value ($000) $1,277 Shares 2,402 Est. Cost $480.36 Unrealized
SNVXX SCHWAB GOVERNMENT MONEY INV 0.3%
Value ($000) $1,248 Shares 1,247,508 Est. Cost $1.00 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $1,113 Shares 3,930 Est. Cost $218.00 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $1,095 Shares 18,394 Est. Cost $54.93 Unrealized
AFMBX AMERICAN FUNDS AMERICAN BALANCED F3 0.3%
Value ($000) $1,083 Shares 29,846 Est. Cost $33.83 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $1,062 Shares 4,058 Est. Cost $209.79 Unrealized +8.7%
HD HOME DEPOT INC 0.2%
Value ($000) $1,003 Shares 2,475 Est. Cost $296.51 Unrealized +18.9%
AFMFX AMERICAN FUNDS AMERICAN MUTUAL F3 0.2%
Value ($000) $933 Shares 15,742 Est. Cost $54.35 Unrealized
US TREASUR NT 4.25 12/24UST NOTE DUE 12/31/24 0.2%
Value ($000) $865 Shares 866,000 Est. Cost $1.00 Unrealized
US TREASURY BILL24U S T BILL DUE 10/17/24 0.2%
Value ($000) $831 Shares 833,000 Est. Cost $0.98 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $792 Shares 2,601 Est. Cost $254.00 Unrealized +5.0%
FWMIX AMERICAN FUNDS WASHINGTON MUTUAL F3 0.2%
Value ($000) $735 Shares 11,421 Est. Cost $62.07 Unrealized
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $718 Shares 2,888 Est. Cost $116.47 Unrealized +97.3%
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $682 Shares 3,236 Est. Cost $139.46 Unrealized +47.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $642 Shares 1,394 Est. Cost $359.10 Unrealized +23.1%
GAFFX AMERICAN FUNDS GROWTH FUND OF AMER F3 0.1%
Value ($000) $631 Shares 8,114 Est. Cost $71.29 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $622 Shares 4,224 Est. Cost $125.44 Unrealized +11.6%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $604 Shares 12,008 Est. Cost $50.12 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $582 Shares 6,940 Est. Cost $67.68 Unrealized +8.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $574 Shares 3,542 Est. Cost $148.97 Unrealized +2.5%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $569 Shares 10,065 Est. Cost $40.39 Unrealized +35.8%
US TREASU NT 2.125 11/24UST NOTE DUE 11/30/24 0.1%
Value ($000) $558 Shares 560,000 Est. Cost $0.99 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $552 Shares 4,638 Est. Cost $117.73 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $552 Shares 2,271 Est. Cost $208.67 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $548 Shares 6,152 Est. Cost $28.24 Unrealized +16.8%
PEP PEPSICO INC 0.1%
Value ($000) $545 Shares 3,203 Est. Cost $161.39 Unrealized +0.9%
AMZN AMAZON COM INC 0.1%
Value ($000) $540 Shares 2,899 Est. Cost $116.62 Unrealized +56.4%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $534 Shares 12,783 Est. Cost $38.76 Unrealized -2.6%
HON HONEYWELL INTL INC 0.1%
Value ($000) $526 Shares 2,543 Est. Cost $178.13 Unrealized +5.7%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $517 Shares 2,172 Est. Cost $198.51 Unrealized +13.2%
ABT ABBOTT LABS 0.1%
Value ($000) $516 Shares 4,524 Est. Cost $103.41 Unrealized +3.5%
JPMORGAN CHASE FI VAR 29 DUE 09/05/29 0.1%
Value ($000) $510 Shares 521,000 Est. Cost $0.98 Unrealized
PRDGX T. ROWE PRICE DIVIDEND GROWTH 0.1%
Value ($000) $491 Shares 5,968 Est. Cost $65.74 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $489 Shares 1,383 Est. Cost $299.02 Unrealized +7.9%
US TREASURY BILL24U S T BILL DUE 11/14/24 0.1%
Value ($000) $482 Shares 485,000 Est. Cost $0.98 Unrealized
BLACKSTONE REAL ESTATE INCOME TRUST CLASS I 0.1%
Value ($000) $482 Shares 34,500 Est. Cost $14.82 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $474 Shares 7,188 Est. Cost $60.62 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $470 Shares 1,225 Est. Cost $295.36 Unrealized
TLH ISHARES TR 0.1%
Value ($000) $467 Shares 4,275 Est. Cost $109.17 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $456 Shares 5,455 Est. Cost $78.08 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $434 Shares 9,546 Est. Cost $38.71 Unrealized
JPMORGAN CHASE FI VAR 29 DUE 09/25/29 0.1%
Value ($000) $433 Shares 435,000 Est. Cost $1.00 Unrealized
VWUAX VANGUARD US GROWTH ADMIRAL 0.1%
Value ($000) $423 Shares 2,326 Est. Cost $127.53 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $423 Shares 3,102 Est. Cost $139.85 Unrealized -13.8%
FDL FIRST TR MORNINGSTAR DIVID L 0.1%
Value ($000) $402 Shares 9,575 Est. Cost $34.96 Unrealized
SPYG SPDR SER TR 0.1%
Value ($000) $401 Shares 4,829 Est. Cost $74.46 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $388 Shares 1,378 Est. Cost $194.59 Unrealized +43.2%
AGTHX AMERICAN FUNDS GROWTH FUND OF AMER A 0.1%
Value ($000) $387 Shares 4,985 Est. Cost $62.98 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $386 Shares 1,676 Est. Cost $169.91 Unrealized +29.6%
TIDAL TR II 0.1%
Value ($000) $380 Shares 26,654 Est. Cost $15.80 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $371 Shares 2,006 Est. Cost $133.07 Unrealized +25.9%
USFR WISDOMTREE TR 0.1%
Value ($000) $369 Shares 7,350 Est. Cost $50.27 Unrealized
MOODY NATIONAL REIT II INC 0.1%
Value ($000) $366 Shares 162,130 Est. Cost $2.26 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $354 Shares 3,020 Est. Cost $62.27 Unrealized +76.7%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $350 Shares 1,749 Est. Cost $170.77 Unrealized
US TREASU NT 2.875 06/25UST NOTE DUE 06/15/25 0.1%
Value ($000) $350 Shares 353,000 Est. Cost $1.60 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $350 Shares 2,108 Est. Cost $112.15 Unrealized +48.7%
USB US BANCORP DEL 0.1%
Value ($000) $349 Shares 7,637 Est. Cost $38.37 Unrealized +7.2%
KO COCA COLA CO 0.1%
Value ($000) $349 Shares 4,850 Est. Cost $54.80 Unrealized +19.8%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $348 Shares 660 Est. Cost $405.78 Unrealized
FEUPX AMERICAN FUNDS EUROPACIFIC GROWTH F3 0.1%
Value ($000) $342 Shares 5,663 Est. Cost $58.80 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $341 Shares 2,954 Est. Cost $84.16 Unrealized +25.8%
BAC BANK AMERICA CORP 0.1%
Value ($000) $341 Shares 8,582 Est. Cost $31.92 Unrealized +21.4%
BLUEROCK TOTAL INCOME REAL ESTATE A 0.1%
Value ($000) $330 Shares 12,275 Est. Cost $28.03 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $328 Shares 370 Est. Cost $537.78 Unrealized +60.3%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $325 Shares 4,042 Est. Cost $72.69 Unrealized +9.0%
JPMORGAN CHASE FI VAR 29 DUE 07/31/29 0.1%
Value ($000) $322 Shares 322,000 Est. Cost $1.00 Unrealized
VDADX VANGUARD DIVIDEND APPRECIATION INDEX ADM 0.1%
Value ($000) $319 Shares 5,937 Est. Cost $42.16 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $318 Shares 359 Est. Cost $424.87 Unrealized +109.6%
COP CONOCOPHILLIPS 0.1%
Value ($000) $310 Shares 2,940 Est. Cost $88.49 Unrealized +18.7%
AMGN AMGEN INC 0.1%
Value ($000) $302 Shares 937 Est. Cost $261.58 Unrealized +19.7%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $295 Shares 1,430 Est. Cost $158.14 Unrealized +22.0%
SO SOUTHERN CO 0.1%
Value ($000) $294 Shares 3,259 Est. Cost $63.61 Unrealized +28.3%
AIPI ETF OPPORTUNITIES TRUST 0.1%
Value ($000) $290 Shares 5,856 Est. Cost $52.42 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $290 Shares 1,470 Est. Cost $132.16 Unrealized +35.2%
VQNPX VANGUARD GROWTH & INCOME INV 0.1%
Value ($000) $290 Shares 4,312 Est. Cost $53.67 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $285 Shares 1,288 Est. Cost $112.84 Unrealized +67.5%
RDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $285 Shares 4,805 Est. Cost $47.52 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $282 Shares 3,507 Est. Cost $63.02 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $278 Shares 4,102 Est. Cost $59.91 Unrealized
JPMORGAN CHASE FI VAR 29 DUE 07/03/29 0.1%
Value ($000) $278 Shares 280,000 Est. Cost $1.00 Unrealized
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $276 Shares 1,375 Est. Cost $138.85 Unrealized +42.6%
TRUIST BANK 5.2 24CD FDIC INS DUE 10/21/24US 0.1%
Value ($000) $273 Shares 273,000 Est. Cost $1.00 Unrealized
FUNFX AMERICAN FUNDS FUNDAMENTAL INVS F3 0.1%
Value ($000) $272 Shares 3,189 Est. Cost $79.48 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $270 Shares 1,432 Est. Cost $166.73 Unrealized +0.7%
LVVP LIGHTSTONE VALUE PLUS REIT V INC 0.1%
Value ($000) $269 Shares 17,405 Est. Cost $14.75 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $267 Shares 5,908 Est. Cost $47.88 Unrealized
AIVSX AMERICAN FUNDS INVMT CO OF AMER A 0.1%
Value ($000) $266 Shares 4,371 Est. Cost $46.82 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $264 Shares 451 Est. Cost $424.73 Unrealized +21.6%
IJR ISHARES TR 0.1%
Value ($000) $264 Shares 2,254 Est. Cost $113.51 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $261 Shares 2,510 Est. Cost $95.82 Unrealized +3.2%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $260 Shares 1,254 Est. Cost $156.13 Unrealized +30.8%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $260 Shares 4,281 Est. Cost $48.52 Unrealized +12.1%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $258 Shares 2,337 Est. Cost $81.59 Unrealized +25.4%
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $257 Shares 6,861 Est. Cost $30.70 Unrealized +9.5%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $256 Shares 4,843 Est. Cost $48.70 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $256 Shares 443 Est. Cost $417.47 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $250 Shares 1,953 Est. Cost $105.60 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $249 Shares 917 Est. Cost $245.13 Unrealized 0.0%
CLX CLOROX CO DEL 0.1%
Value ($000) $248 Shares 1,525 Est. Cost $143.39 Unrealized -1.5%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $243 Shares 1,705 Est. Cost $121.57 Unrealized +10.4%
US TREASURY BILL24U S T BILL DUE 12/19/24 0.1%
Value ($000) $243 Shares 245,000 Est. Cost $0.98 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $242 Shares 1,991 Est. Cost $109.36 Unrealized +0.4%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $240 Shares 57 Est. Cost $3607.65 Unrealized +5.2%
SYY SYSCO CORP 0.1%
Value ($000) $239 Shares 3,056 Est. Cost $68.14 Unrealized +5.8%
YMAX TIDAL TR II 0.1%
Value ($000) $237 Shares 13,303 Est. Cost $20.86 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $236 Shares 8,156 Est. Cost $32.90 Unrealized -18.9%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $236 Shares 3,197 Est. Cost $67.16 Unrealized +0.0%
CHE CHEMED CORP NEW 0.1%
Value ($000) $230 Shares 382 Est. Cost $563.60 Unrealized 0.0%
EQIX EQUINIX INC 0.0%
Value ($000) $215 Shares 242 Est. Cost $764.68 Unrealized +3.9%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $215 Shares 2,755 Est. Cost $77.88 Unrealized
SPAB SPDR SER TR 0.0%
Value ($000) $210 Shares 8,045 Est. Cost $25.26 Unrealized
FLTR VANECK ETF TRUST 0.0%
Value ($000) $210 Shares 8,240 Est. Cost $25.00 Unrealized
AAETX AMERICAN FUNDS 2030 TRGT DATE RETIRE A 0.0%
Value ($000) $208 Shares 11,447 Est. Cost $16.51 Unrealized
SPYV SPDR SER TR 0.0%
Value ($000) $207 Shares 3,923 Est. Cost $49.90 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $206 Shares 2,481 Est. Cost $75.76 Unrealized
HRL HORMEL FOODS CORP 0.0%
Value ($000) $206 Shares 6,494 Est. Cost $36.65 Unrealized -17.7%
DOX AMDOCS LTD 0.0%
Value ($000) $205 Shares 2,348 Est. Cost $87.09 Unrealized -6.7%
FEPI ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $205 Shares 3,999 Est. Cost $53.27 Unrealized
MKL MARKEL GROUP INC 0.0%
Value ($000) $204 Shares 130 Est. Cost $1223.31 Unrealized +27.9%
BUFZ FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $203 Shares 8,616 Est. Cost $23.54 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $202 Shares 247 Est. Cost $972.70 Unrealized
NSRGY NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $202 Shares 2,002 Est. Cost $117.92 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $201 Shares 1,163 Est. Cost $185.12 Unrealized 0.0%
STELLAR BANK 5.3 25CD FDIC INS DUE 01/30/25US 0.0%
Value ($000) $200 Shares 200,000 Est. Cost $1.00 Unrealized
BANKUNITED, NTNL 4.65 25CD FDIC INS DUE 03/10/25US 0.0%
Value ($000) $200 Shares 200,000 Est. Cost $1.00 Unrealized
CITY NTNL BANK OF 4.9 24CD FDIC INS DUE 11/25/24US 0.0%
Value ($000) $200 Shares 200,000 Est. Cost $1.00 Unrealized
GOLDMAN SACHS BAN 5.1 24CD FDIC INS DUE 10/09/24US 0.0%
Value ($000) $200 Shares 200,000 Est. Cost $1.00 Unrealized
US TREASU NT 4.125 01/25UST NOTE DUE 01/31/25 0.0%
Value ($000) $199 Shares 199,000 Est. Cost $1.98 Unrealized
GFFFX AMERICAN FUNDS GROWTH FUND OF AMER F2 0.0%
Value ($000) $192 Shares 2,472 Est. Cost $60.27 Unrealized
US TREASURY BILL24U S T BILL DUE 10/03/24 0.0%
Value ($000) $187 Shares 187,000 Est. Cost $0.98 Unrealized
TIDAL TR II 0.0%
Value ($000) $186 Shares 13,890 Est. Cost $20.65 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $184 Shares 3,384 Est. Cost $51.07 Unrealized
LAMYX LORD ABBETT DIVIDEND GROWTH I 0.0%
Value ($000) $183 Shares 7,611 Est. Cost $17.97 Unrealized
EMN EASTMAN CHEM CO 0.0%
Value ($000) $182 Shares 1,622 Est. Cost $85.05 Unrealized +10.8%
META META PLATFORMS INC 0.0%
Value ($000) $180 Shares 314 Est. Cost $268.18 Unrealized +91.0%
FID FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $178 Shares 10,124 Est. Cost $15.41 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $174 Shares 2,811 Est. Cost $50.78 Unrealized +8.4%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $170 Shares 2,268 Est. Cost $72.95 Unrealized
ONGIX JPMORGAN INVESTOR GROWTH & INCOME A 0.0%
Value ($000) $169 Shares 8,348 Est. Cost $19.02 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $168 Shares 1,200 Est. Cost $159.12 Unrealized
MDYG SPDR SER TR 0.0%
Value ($000) $168 Shares 1,911 Est. Cost $86.70 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $166 Shares 315 Est. Cost $389.99 Unrealized +22.6%
IYR ISHARES TR 0.0%
Value ($000) $166 Shares 1,626 Est. Cost $87.05 Unrealized
BARCLAYS BANK DE 4.65 25CD FDIC INS DUE 03/18/25US 0.0%
Value ($000) $165 Shares 165,000 Est. Cost $1.00 Unrealized
NPRTX NEUBERGER BERMAN LARGE CAP VALUE INV 0.0%
Value ($000) $164 Shares 3,423 Est. Cost $43.92 Unrealized
V VISA INC 0.0%
Value ($000) $163 Shares 592 Est. Cost $204.13 Unrealized +31.1%
SPSM SPDR SER TR 0.0%
Value ($000) $162 Shares 3,558 Est. Cost $44.87 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $161 Shares 925 Est. Cost $152.35 Unrealized
CWGIX AMERICAN FUNDS CAPITAL WORLD GR&INC A 0.0%
Value ($000) $159 Shares 2,303 Est. Cost $56.34 Unrealized
VTSAX VANGUARD TOTAL STOCK MKT IDX ADM 0.0%
Value ($000) $156 Shares 1,133 Est. Cost $112.35 Unrealized
ABALX AMERICAN FUNDS AMERICAN BALANCED A 0.0%
Value ($000) $155 Shares 4,275 Est. Cost $33.24 Unrealized
TIDAL TR II 0.0%
Value ($000) $155 Shares 14,646 Est. Cost $13.40 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $154 Shares 1,583 Est. Cost $94.73 Unrealized -12.6%
SRE SEMPRA 0.0%
Value ($000) $150 Shares 1,797 Est. Cost $70.39 Unrealized +8.5%
FUMBX FIDELITY SHRT-TERM TRS BD INDEX 0.0%
Value ($000) $150 Shares 14,411 Est. Cost $10.06 Unrealized
IWC ISHARES TR 0.0%
Value ($000) $149 Shares 1,208 Est. Cost $123.32 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $147 Shares 4,920 Est. Cost $28.38 Unrealized
DFQTX DFA US CORE EQUITY 2 I 0.0%
Value ($000) $144 Shares 3,764 Est. Cost $30.18 Unrealized
BLUEROCK TOTAL INCOME REAL ESTATE I 0.0%
Value ($000) $143 Shares 5,155 Est. Cost $28.83 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $141 Shares 1,576 Est. Cost $57.62 Unrealized +32.5%
FTA FIRST TR LRG CP VL ALPHADEX 0.0%
Value ($000) $140 Shares 1,768 Est. Cost $69.53 Unrealized
US TREASUR NT 2 02/25UST NOTE DUE 02/15/25 0.0%
Value ($000) $138 Shares 139,000 Est. Cost $0.98 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $138 Shares 2,671 Est. Cost $42.06 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $136 Shares 514 Est. Cost $217.91 Unrealized
TMF DIREXION SHS ETF TR 0.0%
Value ($000) $135 Shares 2,331 Est. Cost $56.93 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $134 Shares 1,370 Est. Cost $95.65 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $134 Shares 1,475 Est. Cost $80.31 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $134 Shares 676 Est. Cost $155.79 Unrealized
SPTL SPDR SER TR 0.0%
Value ($000) $132 Shares 4,554 Est. Cost $28.11 Unrealized
TAIAX AMERICAN FDS TAXAWR CNSRV GR&INC PORT A 0.0%
Value ($000) $130 Shares 7,847 Est. Cost $15.60 Unrealized
BEAL BANK USA 5.3 24CD FDIC INS DUE 10/02/24US 0.0%
Value ($000) $128 Shares 128,000 Est. Cost $1.00 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $127 Shares 1,222 Est. Cost $75.73 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $124 Shares 3,430 Est. Cost $34.22 Unrealized
VBILX VANGUARD INTERM-TERM BOND INDEX ADM 0.0%
Value ($000) $123 Shares 11,643 Est. Cost $10.59 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $122 Shares 2,549 Est. Cost $41.08 Unrealized
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $121 Shares 2,415 Est. Cost $41.38 Unrealized +20.8%
SMCWX AMERICAN FUNDS SMALLCAP WORLD A 0.0%
Value ($000) $121 Shares 1,710 Est. Cost $59.40 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $121 Shares 1,045 Est. Cost $40.99 Unrealized +134.6%
RESOURCE BANK 4.25 25CD FDIC INS DUE 08/22/25US 0.0%
Value ($000) $120 Shares 120,000 Est. Cost $1.00 Unrealized
FUAMX FIDELITY INTERM TRS BD INDEX 0.0%
Value ($000) $119 Shares 11,941 Est. Cost $9.59 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $119 Shares 1,230 Est. Cost $92.37 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $118 Shares 1,230 Est. Cost $127.93 Unrealized -29.2%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $114 Shares 740 Est. Cost $136.01 Unrealized
VTHRX VANGUARD TARGET RETIREMENT 2030 FUND 0.0%
Value ($000) $113 Shares 2,841 Est. Cost $33.29 Unrealized
PIMIX PIMCO INCOME INSTL 0.0%
Value ($000) $111 Shares 10,307 Est. Cost $10.19 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $111 Shares 675 Est. Cost $141.52 Unrealized +7.4%
WELLS FARGO BANK 4.75 25CD FDIC INS DUE 01/22/25US 0.0%
Value ($000) $110 Shares 110,000 Est. Cost $1.00 Unrealized
WSHCX AMERICAN FUNDS WASHINGTON MUTUAL C 0.0%
Value ($000) $109 Shares 1,732 Est. Cost $63.20 Unrealized
FDT FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $109 Shares 1,894 Est. Cost $55.57 Unrealized
CMRF CIM REAL ESTATE FINANCE TRUST INC 0.0%
Value ($000) $107 Shares 17,617 Est. Cost $6.18 Unrealized
AMERIS BANK 4.9 24CD FDIC INS DUE 11/15/24US 0.0%
Value ($000) $106 Shares 106,000 Est. Cost $1.00 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $103 Shares 618 Est. Cost $157.18 Unrealized +7.0%
WEBSTER BANK, N.A 4.9 24CD FDIC INS DUE 11/21/24US 0.0%
Value ($000) $103 Shares 103,000 Est. Cost $1.00 Unrealized
LMNOX PATIENT OPPORTUNITY I 0.0%
Value ($000) $103 Shares 2,629 Est. Cost $37.60 Unrealized
SVC SERVICE PPTYS TR 0.0%
Value ($000) $102 Shares 22,375 Est. Cost $5.23 Unrealized
FGRIX FIDELITY GROWTH & INCOME 0.0%
Value ($000) $102 Shares 1,621 Est. Cost $61.49 Unrealized
WELLS FARGO BANK 5.35 25CD FDIC INS DUE 10/24/25US 0.0%
Value ($000) $101 Shares 100,000 Est. Cost $1.01 Unrealized
ESIIX EATON VANCE STRATEGIC INCOME CLASS I 0.0%
Value ($000) $101 Shares 15,035 Est. Cost $6.56 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $101 Shares 564 Est. Cost $154.37 Unrealized
DODIX DODGE & COX INCOME I 0.0%
Value ($000) $100 Shares 7,757 Est. Cost $11.99 Unrealized
MORGAN STANLEY B 5.05 25CD FDIC INS DUE 04/03/25US 0.0%
Value ($000) $100 Shares 100,000 Est. Cost $1.00 Unrealized
SANTANDER BANK, 4.65 25CD FDIC INS DUE 02/18/25US 0.0%
Value ($000) $100 Shares 100,000 Est. Cost $1.00 Unrealized
ZROZ PIMCO ETF TR 0.0%
Value ($000) $95 Shares 1,155 Est. Cost $92.03 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $95 Shares 884 Est. Cost $100.11 Unrealized
DE DEERE & CO 0.0%
Value ($000) $95 Shares 227 Est. Cost $350.96 Unrealized +5.2%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $94 Shares 1,387 Est. Cost $61.76 Unrealized -2.3%
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $94 Shares 1,908 Est. Cost $49.08 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $94 Shares 2,587 Est. Cost $33.38 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $94 Shares 1,071 Est. Cost $85.82 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $94 Shares 926 Est. Cost $98.76 Unrealized
FTGS FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $94 Shares 2,998 Est. Cost $30.91 Unrealized
NEWFX AMERICAN FUNDS NEW WORLD A 0.0%
Value ($000) $93 Shares 1,085 Est. Cost $70.91 Unrealized
VASGX VANGUARD LIFESTRATEGY GROWTH INV 0.0%
Value ($000) $93 Shares 1,963 Est. Cost $38.39 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $92 Shares 536 Est. Cost $144.26 Unrealized +9.5%
SUPER MICRO COMPUTER INC 0.0%
Value ($000) $92 Shares 221 Est. Cost $574.06 Unrealized
AMZA ETFIS SER TR I 0.0%
Value ($000) $91 Shares 2,235 Est. Cost $33.96 Unrealized
VBIRX VANGUARD SHORT-TERM BOND INDEX ADM 0.0%
Value ($000) $90 Shares 8,774 Est. Cost $10.30 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $90 Shares 1,242 Est. Cost $61.01 Unrealized
ASSOCIATED BANK 4.25 25CD FDIC INS DUE 08/15/25US 0.0%
Value ($000) $90 Shares 90,000 Est. Cost $1.00 Unrealized
MORGAN STANLEY FI VAR 26 DUE 05/05/26 0.0%
Value ($000) $90 Shares 90,000 Est. Cost $1.01 Unrealized
SWHFX SCHWAB HEALTH CARE 0.0%
Value ($000) $88 Shares 3,058 Est. Cost $28.78 Unrealized
SWPPX SCHWAB S&P 500 INDEX 0.0%
Value ($000) $87 Shares 980 Est. Cost $86.64 Unrealized
MORGAN STANLEY FIN 0 25 DUE 10/03/25 0.0%
Value ($000) $86 Shares 59,000 Est. Cost $1.37 Unrealized
UAN CVR PARTNERS LP 0.0%
Value ($000) $86 Shares 1,286 Est. Cost $82.61 Unrealized
JAMRX JANUS HENDERSON RESEARCH T 0.0%
Value ($000) $86 Shares 1,017 Est. Cost $59.73 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $85 Shares 1,809 Est. Cost $46.00 Unrealized
PFFR ETFIS SER TR I 0.0%
Value ($000) $84 Shares 4,220 Est. Cost $17.37 Unrealized
VSCSX VANGUARD SHORT-TERM CORP BD IDX ADMIRAL 0.0%
Value ($000) $82 Shares 3,802 Est. Cost $20.97 Unrealized
FSPSX FIDELITY INTERNATIONAL INDEX 0.0%
Value ($000) $82 Shares 1,531 Est. Cost $50.10 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $81 Shares 2,409 Est. Cost $26.54 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $81 Shares 680 Est. Cost $117.57 Unrealized -13.2%
BALFX AMERICAN FUNDS AMERICAN BALANCED F1 0.0%
Value ($000) $80 Shares 2,203 Est. Cost $29.64 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.0%
Value ($000) $80 Shares 605 Est. Cost $112.94 Unrealized
FMF FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $78 Shares 1,639 Est. Cost $48.65 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $78 Shares 367 Est. Cost $176.13 Unrealized
SLYG SPDR SER TR 0.0%
Value ($000) $77 Shares 830 Est. Cost $86.71 Unrealized
VUSUX VANGUARD LONG-TERM TREASURY ADMIRAL 0.0%
Value ($000) $77 Shares 8,822 Est. Cost $8.73 Unrealized
QGRW WISDOMTREE TR 0.0%
Value ($000) $77 Shares 1,681 Est. Cost $41.10 Unrealized
QDTE ROUNDHILL ETF TRUST 0.0%
Value ($000) $77 Shares 1,795 Est. Cost $42.69 Unrealized
FDD FIRST TR STOXX EUROPEAN SELE 0.0%
Value ($000) $76 Shares 6,123 Est. Cost $11.36 Unrealized
CHARLES SCHWAB B 5.45 24CD FDIC INS DUE 11/14/24US 0.0%
Value ($000) $76 Shares 76,000 Est. Cost $1.00 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $75 Shares 892 Est. Cost $70.76 Unrealized
MORGAN STANLEY FIN 0 27 DUE 10/05/27 0.0%
Value ($000) $75 Shares 50,000 Est. Cost $1.41 Unrealized
FMACX AMERICAN FUNDS AMCAP F3 0.0%
Value ($000) $75 Shares 1,676 Est. Cost $42.54 Unrealized
QQQY TIDAL TR II 0.0%
Value ($000) $75 Shares 2,040 Est. Cost $36.65 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $74 Shares 83 Est. Cost $114.81 Unrealized +43.2%
FIIG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $73 Shares 3,430 Est. Cost $20.43 Unrealized
FIIFX FEDERATED HERMES INTERMEDIATE CORP BD IS 0.0%
Value ($000) $72 Shares 8,334 Est. Cost $8.43 Unrealized
FXAIX FIDELITY 500 INDEX 0.0%
Value ($000) $72 Shares 360 Est. Cost $171.74 Unrealized
DYNF BLACKROCK ETF TRUST 0.0%
Value ($000) $72 Shares 1,455 Est. Cost $44.40 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $72 Shares 751 Est. Cost $84.44 Unrealized
F FORD MTR CO 0.0%
Value ($000) $72 Shares 6,795 Est. Cost $10.94 Unrealized -4.6%
TYD DIREXION SHS ETF TR 0.0%
Value ($000) $71 Shares 2,526 Est. Cost $26.08 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $70 Shares 257 Est. Cost $191.23 Unrealized +23.5%
VMVAX VANGUARD MID-CAP VALUE INDEX ADMIRAL 0.0%
Value ($000) $69 Shares 798 Est. Cost $80.83 Unrealized
POLRX POLEN GROWTH INVESTOR 0.0%
Value ($000) $69 Shares 1,528 Est. Cost $44.07 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $68 Shares 608 Est. Cost $104.89 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $68 Shares 1,971 Est. Cost $31.95 Unrealized
ANCFX AMERICAN FUNDS FUNDAMENTAL INVS A 0.0%
Value ($000) $67 Shares 786 Est. Cost $66.22 Unrealized
SHSAX BLACKROCK HEALTH SCIENCES OPPS INV A 0.0%
Value ($000) $67 Shares 931 Est. Cost $70.14 Unrealized
RWMIX REDWOOD MANAGED MUNICIPAL INCOME I 0.0%
Value ($000) $67 Shares 4,656 Est. Cost $14.15 Unrealized
MIEIX MFS INTERNATIONAL EQUITY R6 0.0%
Value ($000) $66 Shares 1,780 Est. Cost $34.51 Unrealized
AMBFX AMERICAN FUNDS AMERICAN BALANCED F2 0.0%
Value ($000) $66 Shares 1,819 Est. Cost $30.29 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $66 Shares 523 Est. Cost $118.01 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $65 Shares 556 Est. Cost $70.10 Unrealized +60.8%
AMERICAN CENTURY ONE CHOICE 2025 INV 0.0%
Value ($000) $65 Shares 4,382 Est. Cost $13.46 Unrealized
TIDAL TR II 0.0%
Value ($000) $65 Shares 3,583 Est. Cost $25.60 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $64 Shares 1,028 Est. Cost $48.76 Unrealized
AEPGX AMERICAN FUNDS EUROPACIFIC GROWTH A 0.0%
Value ($000) $64 Shares 1,056 Est. Cost $51.50 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $63 Shares 1,413 Est. Cost $31.83 Unrealized +20.6%
MRK MERCK & CO INC 0.0%
Value ($000) $63 Shares 558 Est. Cost $81.63 Unrealized +38.4%
DNL WISDOMTREE TR 0.0%
Value ($000) $63 Shares 1,604 Est. Cost $38.95 Unrealized
VFSUX VANGUARD SHORT-TERM INVESTMENT-GRADE ADM 0.0%
Value ($000) $63 Shares 6,026 Est. Cost $9.93 Unrealized
ZIONS BANCORP, NT 4.9 24CD FDIC INS DUE 12/18/24US 0.0%
Value ($000) $63 Shares 63,000 Est. Cost $1.00 Unrealized
FEM FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $63 Shares 2,629 Est. Cost $23.28 Unrealized
MMUFX MFS UTILITIES A 0.0%
Value ($000) $63 Shares 2,523 Est. Cost $19.76 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $63 Shares 1,000 Est. Cost $53.87 Unrealized +10.3%
RWDIX REDWOOD MANAGED VOLATILITY I 0.0%
Value ($000) $62 Shares 5,393 Est. Cost $11.12 Unrealized
SBR SABINE RTY TR 0.0%
Value ($000) $62 Shares 1,000 Est. Cost $28.22 Unrealized
ACCBX INVESCO CORPORATE BOND A 0.0%
Value ($000) $61 Shares 9,463 Est. Cost $6.23 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $61 Shares 1,059 Est. Cost $52.52 Unrealized
GSBD GOLDMAN SACHS BDC INC 0.0%
Value ($000) $61 Shares 4,418 Est. Cost $14.50 Unrealized +0.2%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $60 Shares 337 Est. Cost $115.80 Unrealized +73.0%
WELLS FARGO BANK 5.45 24CD FDIC INS DUE 10/23/24US 0.0%
Value ($000) $60 Shares 60,000 Est. Cost $1.00 Unrealized
MORGAN STANLEY B 5.35 25CD FDIC INS DUE 10/14/25US 0.0%
Value ($000) $60 Shares 59,000 Est. Cost $1.01 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $60 Shares 218 Est. Cost $212.90 Unrealized +19.2%
MORGAN STANLEY FIN 0 27 DUE 06/04/27 0.0%
Value ($000) $59 Shares 50,000 Est. Cost $0.96 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $59 Shares 1,255 Est. Cost $46.32 Unrealized
FLCSX FIDELITY LARGE CAP STOCK 0.0%
Value ($000) $59 Shares 1,093 Est. Cost $50.44 Unrealized
CITIBANK, N.A. 5.2 24CD FDIC INS DUE 12/11/24US 0.0%
Value ($000) $59 Shares 59,000 Est. Cost $1.00 Unrealized
FEP FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $59 Shares 1,511 Est. Cost $37.17 Unrealized
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $58 Shares 200 Est. Cost $148.74 Unrealized
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $58 Shares 154 Est. Cost $371.29 Unrealized 0.0%
KEY KEYCORP 0.0%
Value ($000) $57 Shares 3,415 Est. Cost $14.89 Unrealized -0.2%
WELLS FARGO BANK, 4.9 25CD FDIC INS DUE 02/12/25US 0.0%
Value ($000) $56 Shares 56,000 Est. Cost $1.00 Unrealized
WMT WALMART INC 0.0%
Value ($000) $55 Shares 676 Est. Cost $53.75 Unrealized +34.8%
DFVEX DFA US VECTOR EQUITY I 0.0%
Value ($000) $54 Shares 2,001 Est. Cost $25.67 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $53 Shares 375 Est. Cost $115.93 Unrealized
FJP FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $53 Shares 973 Est. Cost $51.97 Unrealized
VHYAX VANGUARD HIGH DIVIDEND YIELD INDEX ADM 0.0%
Value ($000) $53 Shares 1,359 Est. Cost $31.16 Unrealized
WGIFX AMERICAN FUNDS CAPITAL WORLD GR&INC F2 0.0%
Value ($000) $52 Shares 761 Est. Cost $56.30 Unrealized
ACPSX INVESCO CORE PLUS BOND A 0.0%
Value ($000) $52 Shares 5,516 Est. Cost $8.74 Unrealized
CITIGROUP GLOBAL MA 0 25 DUE 02/05/25 0.0%
Value ($000) $51 Shares 45,000 Est. Cost $1.08 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $51 Shares 1,785 Est. Cost $26.56 Unrealized
BOFA FIN LLC VAR 32 DUE 05/18/32 0.0%
Value ($000) $51 Shares 50,000 Est. Cost $1.00 Unrealized
DHEIX DIAMOND HILL SHORT DUR SECURITIZED BD I 0.0%
Value ($000) $51 Shares 5,076 Est. Cost $9.55 Unrealized
BSPAX ISHARES S&P 500 INDEX INVESTOR A 0.0%
Value ($000) $51 Shares 75 Est. Cost $504.33 Unrealized
VWETX VANGUARD LONG-TERM INVESTMENT-GRADE ADM 0.0%
Value ($000) $50 Shares 6,147 Est. Cost $7.29 Unrealized
TELLURIAN INC NEW 0.0%
Value ($000) $50 Shares 51,673 Est. Cost $1.16 Unrealized
ZIONS BANCORP, NT 4.7 24CD FDIC INS DUE 12/26/24US 0.0%
Value ($000) $50 Shares 50,000 Est. Cost $1.00 Unrealized
LLDYX LORD ABBETT SHORT DURATION INCOME I 0.0%
Value ($000) $50 Shares 12,777 Est. Cost $3.80 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $50 Shares 867 Est. Cost $53.26 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $50 Shares 104 Est. Cost $322.30 Unrealized +39.0%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $49 Shares 1,700 Est. Cost $25.30 Unrealized
WAPCX WESTERN ASSET CORE PLUS BOND C 0.0%
Value ($000) $49 Shares 5,172 Est. Cost $9.37 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $49 Shares 208 Est. Cost $219.30 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $49 Shares 447 Est. Cost $86.91 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $48 Shares 123 Est. Cost $338.69 Unrealized 0.0%
LGOV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $48 Shares 2,130 Est. Cost $21.22 Unrealized
PWJAX PGIM JENNISON INTERNATIONAL OPPS A 0.0%
Value ($000) $47 Shares 1,485 Est. Cost $30.89 Unrealized
XDTE ROUNDHILL ETF TRUST 0.0%
Value ($000) $47 Shares 896 Est. Cost $52.74 Unrealized
FSELX FIDELITY SELECT SEMICONDUCTORS 0.0%
Value ($000) $46 Shares 1,375 Est. Cost $30.82 Unrealized
BURKE & HERBERT 4.75 25CD FDIC INS DUE 02/13/25US 0.0%
Value ($000) $46 Shares 46,000 Est. Cost $1.00 Unrealized
BOFA FIN LLC VAR 27 DUE 02/03/27 0.0%
Value ($000) $46 Shares 46,000 Est. Cost $0.96 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $46 Shares 582 Est. Cost $77.07 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $45 Shares 438 Est. Cost $103.84 Unrealized +0.1%
FAAR FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $45 Shares 1,628 Est. Cost $28.78 Unrealized
AQEAX COLUMBIA DISCIPLINED CORE A 0.0%
Value ($000) $45 Shares 2,829 Est. Cost $14.62 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $44 Shares 533 Est. Cost $75.48 Unrealized
TRBCX T. ROWE PRICE BLUE CHIP GROWTH 0.0%
Value ($000) $44 Shares 231 Est. Cost $137.85 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $43 Shares 2,120 Est. Cost $17.89 Unrealized +1.5%
CCL CARNIVAL CORP 0.0%
Value ($000) $43 Shares 2,336 Est. Cost $16.28 Unrealized +4.0%
HYG ISHARES TR 0.0%
Value ($000) $43 Shares 537 Est. Cost $77.73 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $43 Shares 130 Est. Cost $153.74 Unrealized +95.9%
FFTWX FIDELITY FREEDOM 2025 0.0%
Value ($000) $42 Shares 2,918 Est. Cost $13.68 Unrealized
DODGX DODGE & COX STOCK I 0.0%
Value ($000) $42 Shares 154 Est. Cost $240.31 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $42 Shares 214 Est. Cost $186.41 Unrealized
FDYNX FRANKLIN DYNATECH C 0.0%
Value ($000) $42 Shares 320 Est. Cost $131.83 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $42 Shares 278 Est. Cost $133.75 Unrealized
ESGU ISHARES TR 0.0%
Value ($000) $42 Shares 334 Est. Cost $86.85 Unrealized
WELLS FARGO BANK 4.85 25CD FDIC INS DUE 02/05/25US 0.0%
Value ($000) $42 Shares 42,000 Est. Cost $1.00 Unrealized
WELLS FARGO BANK, 4.9 24CD FDIC INS DUE 12/26/24US 0.0%
Value ($000) $42 Shares 42,000 Est. Cost $1.00 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $42 Shares 7,107 Est. Cost $5.60 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $41 Shares 163 Est. Cost $98.69 Unrealized +117.0%
OPIGX INVESCO CORE BOND A 0.0%
Value ($000) $41 Shares 7,082 Est. Cost $5.64 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $41 Shares 237 Est. Cost $167.50 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $41 Shares 97 Est. Cost $353.54 Unrealized
JGCGX JPMORGAN INCOME C 0.0%
Value ($000) $41 Shares 4,769 Est. Cost $8.60 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $41 Shares 455 Est. Cost $81.57 Unrealized -0.9%
AWSHX AMERICAN FUNDS WASHINGTON MUTUAL A 0.0%
Value ($000) $41 Shares 633 Est. Cost $58.03 Unrealized
ANEFX AMERICAN FUNDS NEW ECONOMY A 0.0%
Value ($000) $40 Shares 615 Est. Cost $49.63 Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $40 Shares 1,068 Est. Cost $35.05 Unrealized
PNC BANK, NTNL AS 5.4 24CD FDIC INS DUE 12/12/24US 0.0%
Value ($000) $40 Shares 40,000 Est. Cost $1.00 Unrealized
CHARLES SCHWAB BA 5.2 24CD FDIC INS DUE 12/10/24US 0.0%
Value ($000) $40 Shares 40,000 Est. Cost $1.00 Unrealized
THTA TIDAL ETF TR 0.0%
Value ($000) $40 Shares 2,112 Est. Cost $20.15 Unrealized
GUGGENHEIM STRATEGIC OPPORTU 0.0%
Value ($000) $40 Shares 2,518 Est. Cost $14.78 Unrealized
HLMIX HARDING LOEVNER INTERNATIONAL EQ INSTL 0.0%
Value ($000) $40 Shares 1,370 Est. Cost $24.10 Unrealized
RGP RESOURCES CONNECTION INC 0.0%
Value ($000) $39 Shares 4,000 Est. Cost $17.66 Unrealized -41.5%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $39 Shares 670 Est. Cost $62.10 Unrealized -10.9%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $39 Shares 66 Est. Cost $456.76 Unrealized +20.0%
ABNDX AMERICAN FUNDS BOND FUND OF AMER A 0.0%
Value ($000) $38 Shares 3,289 Est. Cost $11.59 Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $38 Shares 591 Est. Cost $62.53 Unrealized
VADCX INVESCO EQUALLY-WTD S&P 500 C 0.0%
Value ($000) $37 Shares 506 Est. Cost $60.59 Unrealized
AMCPX AMERICAN FUNDS AMCAP A 0.0%
Value ($000) $37 Shares 838 Est. Cost $36.62 Unrealized
CENTIER BANK 5.1 25CD FDIC INS DUE 01/29/25US 0.0%
Value ($000) $37 Shares 37,000 Est. Cost $1.00 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $37 Shares 384 Est. Cost $92.75 Unrealized
MORGAN STANLEY PR 5.5 24CD FDIC INS DUE 10/10/24US 0.0%
Value ($000) $36 Shares 36,000 Est. Cost $1.00 Unrealized
WDTE TIDAL TR II 0.0%
Value ($000) $36 Shares 804 Est. Cost $44.20 Unrealized
FNEFX AMERICAN FUNDS NEW ECONOMY F3 0.0%
Value ($000) $35 Shares 537 Est. Cost $66.06 Unrealized
SPIB SPDR SER TR 0.0%
Value ($000) $35 Shares 1,043 Est. Cost $34.23 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $35 Shares 206 Est. Cost $102.79 Unrealized +39.2%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $35 Shares 149 Est. Cost $182.79 Unrealized +17.8%
MWTIX TCW METWEST TOTAL RETURN BD I 0.0%
Value ($000) $35 Shares 3,714 Est. Cost $9.32 Unrealized
LBNDX LORD ABBETT BOND-DEBENTURE A 0.0%
Value ($000) $35 Shares 4,752 Est. Cost $7.12 Unrealized
VEIPX VANGUARD EQUITY-INCOME INV 0.0%
Value ($000) $34 Shares 755 Est. Cost $39.17 Unrealized
FRBP FRANKLIN BSP CAPITAL CORPORATION 0.0%
Value ($000) $34 Shares 2,354 Est. Cost $9.92 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $34 Shares 60 Est. Cost $568.78 Unrealized
WELLS FARGO BANK 5.15 25CD FDIC INS DUE 02/26/25US 0.0%
Value ($000) $34 Shares 34,000 Est. Cost $1.00 Unrealized
EMXC ISHARES INC 0.0%
Value ($000) $34 Shares 557 Est. Cost $57.57 Unrealized
MORGAN STANLEY VAR 32 DUE 03/30/32 0.0%
Value ($000) $34 Shares 50,000 Est. Cost $0.60 Unrealized
PONPX PIMCO INCOME I2 0.0%
Value ($000) $34 Shares 3,143 Est. Cost $10.23 Unrealized
MORGAN STANLEY FIN 0 25 DUE 07/03/25 0.0%
Value ($000) $33 Shares 31,000 Est. Cost $1.04 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $33 Shares 191 Est. Cost $104.51 Unrealized
SHYG ISHARES TR 0.0%
Value ($000) $33 Shares 767 Est. Cost $45.38 Unrealized
SANTANDER BANK, 4.65 25CD FDIC INS DUE 02/26/25US 0.0%
Value ($000) $33 Shares 33,000 Est. Cost $1.00 Unrealized
ANWPX AMERICAN FUNDS NEW PERSPECTIVE A 0.0%
Value ($000) $33 Shares 501 Est. Cost $53.32 Unrealized
OOSAX INVESCO SENIOR FLOATING RATE A 0.0%
Value ($000) $33 Shares 4,963 Est. Cost $6.71 Unrealized
RWSIX REDWOOD SYSTEMATIC MACRO TRND (SMART) I 0.0%
Value ($000) $33 Shares 1,736 Est. Cost $17.99 Unrealized
INFY INFOSYS LTD 0.0%
Value ($000) $32 Shares 1,454 Est. Cost $18.62 Unrealized
MDYV SPDR SER TR 0.0%
Value ($000) $32 Shares 406 Est. Cost $74.61 Unrealized
CAIBX AMERICAN FUNDS CAPITAL INCOME BLDR A 0.0%
Value ($000) $32 Shares 438 Est. Cost $69.85 Unrealized
RODM LATTICE STRATEGIES TR 0.0%
Value ($000) $32 Shares 1,055 Est. Cost $28.31 Unrealized
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $32 Shares 2,174 Est. Cost $13.40 Unrealized
JHEQX JPMORGAN HEDGED EQUITY I 0.0%
Value ($000) $32 Shares 968 Est. Cost $29.83 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.0%
Value ($000) $32 Shares 165 Est. Cost $192.03 Unrealized
JCBUX JPMORGAN CORE BOND R6 0.0%
Value ($000) $31 Shares 2,961 Est. Cost $9.80 Unrealized
UNAVX USA MUTUALS ALL SEASONS INST 0.0%
Value ($000) $31 Shares 1,139 Est. Cost $27.31 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $31 Shares 286 Est. Cost $107.11 Unrealized
BBDC BARINGS BDC INC 0.0%
Value ($000) $31 Shares 3,121 Est. Cost $6.94 Unrealized +20.7%
NEWCX AMERICAN FUNDS NEW WORLD C 0.0%
Value ($000) $30 Shares 375 Est. Cost $81.20 Unrealized
WELLS FARGO BANK, 5.3 25CD FDIC INS DUE 11/14/25US 0.0%
Value ($000) $30 Shares 30,000 Est. Cost $1.01 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $30 Shares 390 Est. Cost $70.32 Unrealized
LMP CAP & INCOME FD INC 0.0%
Value ($000) $30 Shares 1,715 Est. Cost $17.59 Unrealized
WELLS FARGO BANK 5.15 25CD FDIC INS DUE 03/12/25US 0.0%
Value ($000) $30 Shares 30,000 Est. Cost $1.00 Unrealized
BANK OF BARODA - 5.3 24CD FDIC INS DUE 10/30/24IN 0.0%
Value ($000) $30 Shares 30,000 Est. Cost $1.00 Unrealized
OAKIX OAKMARK INTERNATIONAL INVESTOR 0.0%
Value ($000) $30 Shares 1,071 Est. Cost $26.88 Unrealized
EATON VANCE ENHANCED EQUITY 0.0%
Value ($000) $30 Shares 1,474 Est. Cost $20.23 Unrealized
FCGAX FRANKLIN GROWTH ADV 0.0%
Value ($000) $30 Shares 202 Est. Cost $116.40 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $30 Shares 349 Est. Cost $67.49 Unrealized +10.9%
IEF ISHARES TR 0.0%
Value ($000) $29 Shares 300 Est. Cost $98.67 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value ($000) $29 Shares 50 Est. Cost $479.06 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $29 Shares 722 Est. Cost $37.96 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $29 Shares 373 Est. Cost $76.26 Unrealized
DUOT DUOS TECHNOLOGIES GROUP INC 0.0%
Value ($000) $29 Shares 9,742 Est. Cost $5.61 Unrealized -52.9%
VSMAX VANGUARD SMALL CAP INDEX ADM 0.0%
Value ($000) $29 Shares 255 Est. Cost $109.37 Unrealized
US TREASUR NT 3.75 04/26UST NOTE DUE 04/15/26 0.0%
Value ($000) $29 Shares 29,000 Est. Cost $0.98 Unrealized
FSIG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $29 Shares 1,508 Est. Cost $18.72 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $29 Shares 41 Est. Cost $40.41 Unrealized +65.5%
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $29 Shares 320 Est. Cost $89.36 Unrealized
OAYMX OAKMARK ADVISOR 0.0%
Value ($000) $29 Shares 190 Est. Cost $119.09 Unrealized
GTILX GLENMEDE QUANT US LARGE CAP GR EQ INSTL 0.0%
Value ($000) $28 Shares 783 Est. Cost $28.62 Unrealized
FGADX FRANKLIN GOLD AND PRECIOUS METALS ADV 0.0%
Value ($000) $28 Shares 1,164 Est. Cost $20.28 Unrealized
EATON VANCE TAX-ADVANTAGED G 0.0%
Value ($000) $28 Shares 1,059 Est. Cost $26.54 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $28 Shares 302 Est. Cost $91.93 Unrealized
ACVF ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $28 Shares 635 Est. Cost $41.27 Unrealized
SILA SILA REALTY TRUST INC 0.0%
Value ($000) $28 Shares 1,090 Est. Cost $21.17 Unrealized
UTWO RBB FD INC 0.0%
Value ($000) $27 Shares 563 Est. Cost $48.75 Unrealized
UBS BANK USA 5.4 25CD FDIC INS DUE 11/03/25US 0.0%
Value ($000) $27 Shares 27,000 Est. Cost $1.00 Unrealized
FNIAX FIDELITY ADVISOR NEW INSIGHTS A 0.0%
Value ($000) $27 Shares 655 Est. Cost $36.01 Unrealized
DFREX DFA REAL ESTATE SECURITIES I 0.0%
Value ($000) $27 Shares 615 Est. Cost $37.83 Unrealized
WELLS FARGO BANK, 5.5 25CD FDIC INS DUE 04/30/25US 0.0%
Value ($000) $27 Shares 27,000 Est. Cost $1.00 Unrealized
VEXAX VANGUARD EXTENDED MARKET INDEX ADMIRAL 0.0%
Value ($000) $27 Shares 196 Est. Cost $108.99 Unrealized
WELLS FARGO BANK, N 5 25CD FDIC INS DUE 02/20/25US 0.0%
Value ($000) $27 Shares 27,000 Est. Cost $1.00 Unrealized
BANK OF BARODA - 5.5 24CD FDIC INS DUE 10/31/24IN 0.0%
Value ($000) $27 Shares 27,000 Est. Cost $1.00 Unrealized
DFSVX DFA US SMALL CAP VALUE I 0.0%
Value ($000) $27 Shares 552 Est. Cost $40.28 Unrealized
FNICX FIDELITY ADVISOR NEW INSIGHTS C 0.0%
Value ($000) $27 Shares 872 Est. Cost $23.14 Unrealized
NVDY TIDAL TR II 0.0%
Value ($000) $27 Shares 1,118 Est. Cost $28.86 Unrealized
MEIKX MFS VALUE R6 0.0%
Value ($000) $27 Shares 494 Est. Cost $46.35 Unrealized
TLTW ISHARES TR 0.0%
Value ($000) $26 Shares 981 Est. Cost $26.53 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $26 Shares 327 Est. Cost $64.75 Unrealized +6.7%
AMECX AMERICAN FUNDS INCOME FUND OF AMER A 0.0%
Value ($000) $26 Shares 1,001 Est. Cost $24.01 Unrealized
RYAN RYAN SPECIALTY HOLDINGS INC 0.0%
Value ($000) $26 Shares 391 Est. Cost $53.37 Unrealized +17.1%
PRIORITY INCOME FUND INC R2 0.0%
Value ($000) $26 Shares 2,235 Est. Cost $11.51 Unrealized
SLYV SPDR SER TR 0.0%
Value ($000) $26 Shares 295 Est. Cost $79.30 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $26 Shares 687 Est. Cost $24.68 Unrealized +24.3%
IUSG ISHARES TR 0.0%
Value ($000) $25 Shares 193 Est. Cost $118.23 Unrealized
EPP ISHARES INC 0.0%
Value ($000) $25 Shares 519 Est. Cost $45.49 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $25 Shares 65 Est. Cost $242.31 Unrealized +41.6%
DYLD TWO RDS SHARED TR 0.0%
Value ($000) $25 Shares 1,100 Est. Cost $22.53 Unrealized
MORGAN STANLEY VAR 31 DUE 03/31/31 0.0%
Value ($000) $25 Shares 35,000 Est. Cost $0.66 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $25 Shares 236 Est. Cost $78.98 Unrealized
QYLD GLOBAL X FDS 0.0%
Value ($000) $25 Shares 1,388 Est. Cost $17.67 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $25 Shares 227 Est. Cost $142.42 Unrealized -36.5%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $25 Shares 438 Est. Cost $42.85 Unrealized +8.0%
MORGAN STANLEY FI VAR 26 DUE 02/04/26 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $1.01 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $25 Shares 2,841 Est. Cost $8.68 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $25 Shares 414 Est. Cost $75.79 Unrealized
IYG ISHARES TR 0.0%
Value ($000) $25 Shares 345 Est. Cost $94.22 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $24 Shares 385 Est. Cost $47.82 Unrealized +15.0%
FAST FASTENAL CO 0.0%
Value ($000) $24 Shares 338 Est. Cost $25.41 Unrealized +29.6%
TQPAX TOUCHSTONE STRATEGIC INCOME OPPORTUNITIES A 0.0%
Value ($000) $24 Shares 7,373 Est. Cost $3.13 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $24 Shares 451 Est. Cost $46.41 Unrealized +0.8%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $24 Shares 198 Est. Cost $82.31 Unrealized +34.3%
WMFFX AMERICAN FUNDS WASHINGTON MUTUAL F2 0.0%
Value ($000) $24 Shares 369 Est. Cost $54.39 Unrealized
GIOIX GUGGENHEIM MACRO OPPORTUNITIES INSTL 0.0%
Value ($000) $24 Shares 953 Est. Cost $23.73 Unrealized
ILF ISHARES TR 0.0%
Value ($000) $24 Shares 912 Est. Cost $26.62 Unrealized
WSTAX DELAWARE IVY SCIENCE AND TECHNOLOGY A 0.0%
Value ($000) $23 Shares 396 Est. Cost $43.68 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $23 Shares 194 Est. Cost $115.96 Unrealized
USPX FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $23 Shares 457 Est. Cost $45.88 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $23 Shares 333 Est. Cost $63.33 Unrealized
HBCYF HSBC HOLDINGS PLC ORDF 0.0%
Value ($000) $23 Shares 2,512 Est. Cost $7.15 Unrealized +18.5%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $22 Shares 93 Est. Cost $238.22 Unrealized -4.4%
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $22 Shares 439 Est. Cost $50.19 Unrealized
CHARLES SCHWAB BA 5.4 25CD FDIC INS DUE 06/12/25US 0.0%
Value ($000) $22 Shares 22,000 Est. Cost $1.00 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $22 Shares 593 Est. Cost $35.60 Unrealized
AHR AMERICAN HEALTHCARE REIT INC 0.0%
Value ($000) $22 Shares 848 Est. Cost $26.10 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $22 Shares 942 Est. Cost $23.56 Unrealized
ETFCX NORTH SQUARE TACTICAL GROWTH C 0.0%
Value ($000) $22 Shares 1,509 Est. Cost $11.83 Unrealized
CCLFX CLIFFWATER CORPORATE LENDING I 0.0%
Value ($000) $22 Shares 2,017 Est. Cost $10.68 Unrealized
JMUIX JANUS HENDERSON MULTI-SECTOR INCOME I 0.0%
Value ($000) $22 Shares 2,516 Est. Cost $8.28 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $22 Shares 49 Est. Cost $240.85 Unrealized +70.5%
NBMLX NEUBERGER BERMAN MID CAP GROWTH INST 0.0%
Value ($000) $22 Shares 1,241 Est. Cost $13.95 Unrealized
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $22 Shares 292 Est. Cost $74.46 Unrealized
T AT&T INC 0.0%
Value ($000) $22 Shares 993 Est. Cost $15.09 Unrealized +24.5%
PAEAX PUTNAM DYNAMIC ASSET ALLOCATION GR A 0.0%
Value ($000) $22 Shares 1,012 Est. Cost $19.81 Unrealized
GCT GIGACLOUD TECHNOLOGY INC 0.0%
Value ($000) $22 Shares 950 Est. Cost $17.49 Unrealized +37.2%
MIGCX INVESCO MAIN STREET C 0.0%
Value ($000) $22 Shares 408 Est. Cost $43.22 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $22 Shares 327 Est. Cost $61.12 Unrealized
PDGIX T. ROWE PRICE DIVIDEND GROWTH I 0.0%
Value ($000) $22 Shares 263 Est. Cost $65.59 Unrealized
PBQAX PGIM JENNISON BLEND A 0.0%
Value ($000) $21 Shares 809 Est. Cost $20.37 Unrealized
TQCAX TOUCHSTONE DIVIDEND EQUITY A 0.0%
Value ($000) $21 Shares 1,100 Est. Cost $15.87 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $21 Shares 180 Est. Cost $45.87 Unrealized +122.5%
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $21 Shares 514 Est. Cost $38.15 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.0%
Value ($000) $21 Shares 584 Est. Cost $36.42 Unrealized
EWW ISHARES INC 0.0%
Value ($000) $21 Shares 395 Est. Cost $56.61 Unrealized
UGA UNITED STS GASOLINE FD LP 0.0%
Value ($000) $21 Shares 362 Est. Cost $59.21 Unrealized
NWE NORTHWESTERN ENERGY GROUP IN 0.0%
Value ($000) $21 Shares 369 Est. Cost $49.71 Unrealized +0.4%
JBGCX JHANCOCK BLUE CHIP GROWTH C 0.0%
Value ($000) $21 Shares 396 Est. Cost $41.83 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $21 Shares 190 Est. Cost $108.34 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $21 Shares 1,561 Est. Cost $14.07 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $21 Shares 82 Est. Cost $153.28 Unrealized +57.3%
AAON AAON INC 0.0%
Value ($000) $21 Shares 194 Est. Cost $80.97 Unrealized +12.2%
UNP UNION PAC CORP 0.0%
Value ($000) $21 Shares 84 Est. Cost $217.53 Unrealized +7.9%
PGNAX PGIM JENNISON NATURAL RESOURCES A 0.0%
Value ($000) $21 Shares 381 Est. Cost $53.56 Unrealized
HYGW ISHARES TR 0.0%
Value ($000) $21 Shares 628 Est. Cost $33.43 Unrealized
APGAX AB LARGE CAP GROWTH A 0.0%
Value ($000) $21 Shares 208 Est. Cost $73.45 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $21 Shares 248 Est. Cost $73.75 Unrealized
AGGY WISDOMTREE TR 0.0%
Value ($000) $21 Shares 459 Est. Cost $43.58 Unrealized
PXH INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $20 Shares 933 Est. Cost $20.28 Unrealized
USHY ISHARES TR 0.0%
Value ($000) $20 Shares 541 Est. Cost $36.45 Unrealized
OFAVX OLSTEIN ALL CAP VALUE A 0.0%
Value ($000) $20 Shares 691 Est. Cost $23.67 Unrealized
HESM HESS MIDSTREAM LP 0.0%
Value ($000) $20 Shares 575 Est. Cost $22.60 Unrealized +43.2%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $20 Shares 32 Est. Cost $490.45 Unrealized +14.3%
ABNFX AMERICAN FUNDS BOND FUND OF AMER F2 0.0%
Value ($000) $20 Shares 1,734 Est. Cost $10.91 Unrealized
GOLDMAN SACHS BAN 5.1 24CD FDIC INS DUE 12/17/24US 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $1.00 Unrealized
HEFA ISHARES TR 0.0%
Value ($000) $20 Shares 563 Est. Cost $34.88 Unrealized
BCOIX BAIRD CORE PLUS BOND INST 0.0%
Value ($000) $20 Shares 1,911 Est. Cost $9.61 Unrealized
LSAF TWO RDS SHARED TR 0.0%
Value ($000) $20 Shares 479 Est. Cost $38.90 Unrealized
BNP PARIBAS SA 0 27F DUE 05/05/27 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $0.99 Unrealized
BCE BCE INC 0.0%
Value ($000) $20 Shares 564 Est. Cost $35.22 Unrealized -13.6%
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $20 Shares 386 Est. Cost $50.51 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $20 Shares 473 Est. Cost $37.65 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $19 Shares 67 Est. Cost $39.93 Unrealized +31.6%
ONEQ FIDELITY COMWLTH TR 0.0%
Value ($000) $19 Shares 271 Est. Cost $52.07 Unrealized
PDBZX PGIM TOTAL RETURN BOND Z 0.0%
Value ($000) $19 Shares 1,578 Est. Cost $11.40 Unrealized
AMRMX AMERICAN FUNDS AMERICAN MUTUAL A 0.0%
Value ($000) $19 Shares 327 Est. Cost $52.30 Unrealized
CHICAGO ILL 5.432 42GO UTX DUE 01/01/42XTRO TAXBL 0.0%
Value ($000) $19 Shares 20,000 Est. Cost $1.73 Unrealized
ORIGIN BANK 5.45 24CD FDIC INS DUE 11/21/24US 0.0%
Value ($000) $19 Shares 19,000 Est. Cost $1.00 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $19 Shares 77 Est. Cost $214.28 Unrealized
MORGAN STANLEY VAR 32 DUE 02/28/32 0.0%
Value ($000) $19 Shares 30,000 Est. Cost $0.52 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $19 Shares 123 Est. Cost $107.87 Unrealized +23.9%
EQNVX MFS EQUITY INCOME R6 0.0%
Value ($000) $19 Shares 820 Est. Cost $22.60 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $19 Shares 194 Est. Cost $92.48 Unrealized
BMCIX BLACKROCK HIGH EQUITY INCOME INSTL 0.0%
Value ($000) $19 Shares 622 Est. Cost $28.73 Unrealized
MITJX MFS MASSACHUSETTS INVESTORS TR R6 0.0%
Value ($000) $18 Shares 481 Est. Cost $38.42 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $18 Shares 51 Est. Cost $302.45 Unrealized +12.6%
ATDRY AUTO TRADER GROUP PLC FSPONSORED ADR 1 ADR REP 0.25 ORD SHS 0.0%
Value ($000) $18 Shares 6,302 Est. Cost $2.52 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $18 Shares 91 Est. Cost $195.72 Unrealized
PRILX PARNASSUS CORE EQUITY INSTITUTIONAL 0.0%
Value ($000) $18 Shares 281 Est. Cost $52.52 Unrealized
MFRFX MFS RESEARCH A 0.0%
Value ($000) $18 Shares 294 Est. Cost $62.24 Unrealized
FKINX FRANKLIN INCOME A1 0.0%
Value ($000) $18 Shares 7,468 Est. Cost $2.35 Unrealized
MORN MORNINGSTAR INC 0.0%
Value ($000) $18 Shares 57 Est. Cost $295.99 Unrealized +5.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $18 Shares 225 Est. Cost $34.38 Unrealized +99.3%
LQDW ISHARES TR 0.0%
Value ($000) $18 Shares 637 Est. Cost $29.12 Unrealized
BLACKROCK INC 0.0%
Value ($000) $18 Shares 19 Est. Cost $773.05 Unrealized
CHARLES SCHWAB BA 5.5 24CD FDIC INS DUE 11/01/24US 0.0%
Value ($000) $18 Shares 18,000 Est. Cost $1.00 Unrealized
MGV VANGUARD WORLD FD 0.0%
Value ($000) $18 Shares 139 Est. Cost $128.08 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $18 Shares 100 Est. Cost $131.22 Unrealized +21.4%
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $18 Shares 127 Est. Cost $28.77 Unrealized +6.8%
ICVT ISHARES TR 0.0%
Value ($000) $18 Shares 210 Est. Cost $79.83 Unrealized
FXLV F45 TRAINING HLDGS INC 0.0%
Value ($000) $18 Shares 50,110 Est. Cost $0.34 Unrealized -30.7%
JNK SPDR SER TR 0.0%
Value ($000) $18 Shares 179 Est. Cost $95.11 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $17 Shares 35 Est. Cost $300.78 Unrealized +57.9%
EGFIX EDGEWOOD GROWTH INSTL 0.0%
Value ($000) $17 Shares 339 Est. Cost $39.03 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $17 Shares 288 Est. Cost $56.39 Unrealized
TOLCX DWS RREEF GLOBAL INFRASTRUCTURE C 0.0%
Value ($000) $17 Shares 1,028 Est. Cost $14.68 Unrealized
NCSM NCS MULTISTAGE HLDGS INC 0.0%
Value ($000) $17 Shares 855 Est. Cost $19.30 Unrealized -2.4%
SPHY SPDR SER TR 0.0%
Value ($000) $17 Shares 701 Est. Cost $24.05 Unrealized
RFEM FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $17 Shares 247 Est. Cost $66.80 Unrealized
SCHI SCHWAB STRATEGIC TR 0.0%
Value ($000) $17 Shares 358 Est. Cost $46.07 Unrealized
TFI SPDR SER TR 0.0%
Value ($000) $16 Shares 352 Est. Cost $45.79 Unrealized
COLUMBIA DIVIDEND INCOME INST 0.0%
Value ($000) $16 Shares 470 Est. Cost $29.71 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $16 Shares 138 Est. Cost $110.64 Unrealized +2.9%
BGRFX BARON GROWTH RETAIL 0.0%
Value ($000) $16 Shares 159 Est. Cost $90.56 Unrealized
IFRA ISHARES TR 0.0%
Value ($000) $16 Shares 347 Est. Cost $43.15 Unrealized
CORT CORCEPT THERAPEUTICS INC 0.0%
Value ($000) $16 Shares 349 Est. Cost $23.69 Unrealized +50.0%
THE BOEING CO 5.04 27 DUE 05/01/27 0.0%
Value ($000) $16 Shares 16,000 Est. Cost $0.98 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $16 Shares 216 Est. Cost $78.17 Unrealized -9.3%
GOLDMAN SACHS BA 4.65 25CD FDIC INS DUE 03/17/25US 0.0%
Value ($000) $16 Shares 16,000 Est. Cost $1.00 Unrealized
US TREASUR NT 4.5 11/24UST NOTE DUE 11/30/24 0.0%
Value ($000) $16 Shares 16,000 Est. Cost $1.00 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $16 Shares 17 Est. Cost $489.33 Unrealized +74.4%
HCA INC. 5.625 28 DUE 09/01/28 0.0%
Value ($000) $16 Shares 15,000 Est. Cost $1.01 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $16 Shares 30 Est. Cost $554.74 Unrealized -1.1%
INTU INTUIT 0.0%
Value ($000) $16 Shares 25 Est. Cost $436.89 Unrealized +44.9%
MRFIX MFS RESEARCH I 0.0%
Value ($000) $15 Shares 238 Est. Cost $62.38 Unrealized
FDTRX FRANKLIN DYNATECH R6 0.0%
Value ($000) $15 Shares 86 Est. Cost $175.00 Unrealized
ARCB ARCBEST CORP 0.0%
Value ($000) $15 Shares 140 Est. Cost $72.07 Unrealized +50.9%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $15 Shares 148 Est. Cost $95.96 Unrealized
BANK OF AMERICA, 5.05 25CD FDIC INS DUE 04/11/25US 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $1.00 Unrealized
VFIDX VANGUARD INTERM-TERM INVESTMENT-GRDE ADM 0.0%
Value ($000) $15 Shares 1,686 Est. Cost $8.57 Unrealized
IDAHO HEALTH FACS A 5 44SYST HLTH DUE 03/01/44XTRO 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $1.93 Unrealized
TORTOISE ENERGY INFRAS AND INC INST 0.0%
Value ($000) $15 Shares 1,760 Est. Cost $7.54 Unrealized
AUGAX COLUMBIA QUALITY INCOME A 0.0%
Value ($000) $15 Shares 801 Est. Cost $16.71 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $15 Shares 67 Est. Cost $208.98 Unrealized
GUIRX GOLDMAN SACHS DYNAMIC MUNICIPAL INC INV 0.0%
Value ($000) $15 Shares 945 Est. Cost $14.49 Unrealized
XSOE WISDOMTREE TR 0.0%
Value ($000) $15 Shares 440 Est. Cost $36.56 Unrealized
FSK FS KKR CAP CORP 0.0%
Value ($000) $15 Shares 735 Est. Cost $14.52 Unrealized +10.3%
BOND PIMCO ETF TR 0.0%
Value ($000) $14 Shares 153 Est. Cost $87.90 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $14 Shares 351 Est. Cost $36.55 Unrealized
AHITX AMERICAN FUNDS AMERICAN HIGH-INC A 0.0%
Value ($000) $14 Shares 1,456 Est. Cost $9.03 Unrealized
TADGX T. ROWE PRICE DIVIDEND GROWTH ADVISOR 0.0%
Value ($000) $14 Shares 175 Est. Cost $65.48 Unrealized
KBSR KBS REAL ESTATE INVESTMENT TRUST III INC 0.0%
Value ($000) $14 Shares 2,531 Est. Cost $9.00 Unrealized
IWMY TIDAL TR II 0.0%
Value ($000) $14 Shares 378 Est. Cost $37.13 Unrealized
T-MOBILE USA, IN 4.75 28 DUE 02/01/28 0.0%
Value ($000) $14 Shares 14,000 Est. Cost $0.99 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $14 Shares 235 Est. Cost $62.31 Unrealized -6.6%
OGIAX JPMORGAN INVESTOR BALANCED A 0.0%
Value ($000) $14 Shares 838 Est. Cost $15.70 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $14 Shares 46 Est. Cost $208.59 Unrealized +37.4%
VDIGX VANGUARD DIVIDEND GROWTH FUND INV 0.0%
Value ($000) $14 Shares 332 Est. Cost $34.22 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $14 Shares 245 Est. Cost $52.95 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $14 Shares 102 Est. Cost $126.30 Unrealized
IXC ISHARES TR 0.0%
Value ($000) $14 Shares 339 Est. Cost $41.92 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $14 Shares 52 Est. Cost $178.01 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $14 Shares 146 Est. Cost $88.64 Unrealized
JEFFERIES GROUP L VAR 37 DUE 08/31/37 0.0%
Value ($000) $14 Shares 20,000 Est. Cost $0.54 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $13 Shares 153 Est. Cost $81.67 Unrealized
SFBS SERVISFIRST BANCSHARES INC 0.0%
Value ($000) $13 Shares 167 Est. Cost $59.89 Unrealized +23.8%
MANLX BLACKROCK NATIONAL MUNICIPAL INSTL 0.0%
Value ($000) $13 Shares 1,310 Est. Cost $9.72 Unrealized
COWZ PACER FDS TR 0.0%
Value ($000) $13 Shares 230 Est. Cost $54.49 Unrealized
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $13 Shares 2,851 Est. Cost $4.66 Unrealized +3.7%
ABRDN NATL MUN INCOME FD 0.0%
Value ($000) $13 Shares 1,177 Est. Cost $12.65 Unrealized
APDKX ARTISAN INTERNATIONAL VALUE ADVISOR 0.0%
Value ($000) $13 Shares 251 Est. Cost $43.12 Unrealized
BANK OF AMERICA, 4.7 24CD FDIC INS DUE 10/24/24US 0.0%
Value ($000) $13 Shares 13,000 Est. Cost $1.00 Unrealized
ICAFX AMERICAN FUNDS INVMT CO OF AMER F2 0.0%
Value ($000) $13 Shares 213 Est. Cost $53.94 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $13 Shares 23 Est. Cost $454.72 Unrealized +19.7%
TIDAL TR II 0.0%
Value ($000) $13 Shares 508 Est. Cost $41.05 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $13 Shares 1,136 Est. Cost $15.89 Unrealized -9.6%
IEP ICAHN ENTERPRISES LP 0.0%
Value ($000) $13 Shares 931 Est. Cost $18.67 Unrealized
PEYAX PUTNAM LARGE CAP VALUE A 0.0%
Value ($000) $13 Shares 336 Est. Cost $30.83 Unrealized
MALVX BLACKROCK ADVANTAGE LARGE CAP VAL INSTL 0.0%
Value ($000) $13 Shares 381 Est. Cost $28.15 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $12 Shares 259 Est. Cost $42.60 Unrealized
MKDVX BLACKROCK EQUITY DIVIDEND K 0.0%
Value ($000) $12 Shares 591 Est. Cost $18.36 Unrealized
HNHPF HON HAI PRECISION IND FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $12 Shares 1,050 Est. Cost $6.78 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $12 Shares 246 Est. Cost $36.56 Unrealized
STIP ISHARES TR 0.0%
Value ($000) $12 Shares 118 Est. Cost $97.36 Unrealized
PRCOX T. ROWE PRICE U.S. EQUITY RESEARCH 0.0%
Value ($000) $12 Shares 209 Est. Cost $57.16 Unrealized
US TREASUR NT 1 12/24UST NOTE DUE 12/15/24 0.0%
Value ($000) $12 Shares 12,000 Est. Cost $0.98 Unrealized
SPYM SPDR SER TR 0.0%
Value ($000) $12 Shares 176 Est. Cost $46.05 Unrealized
RTMVY RIGHTMOVE PLC FFORWARD SPLIT WITH STOCK SPLIT SHARES 0.0%
Value ($000) $12 Shares 702 Est. Cost $13.74 Unrealized
CITIGROUP GLOBAL MA 0 25 DUE 08/05/25 0.0%
Value ($000) $12 Shares 10,000 Est. Cost $1.11 Unrealized
REDWOOD ALPHAFACTOR TACTICAL INTL I 0.0%
Value ($000) $12 Shares 760 Est. Cost $14.64 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $12 Shares 56 Est. Cost $140.29 Unrealized +33.6%
DCCIX DELAWARE SMALL CAP CORE I 0.0%
Value ($000) $12 Shares 377 Est. Cost $25.48 Unrealized
FINFX AMERICAN FUNDS FUNDAMENTAL INVS F2 0.0%
Value ($000) $11 Shares 134 Est. Cost $74.00 Unrealized
MIOIX MORGAN STANLEY INST INTERNATIONAL OPP I 0.0%
Value ($000) $11 Shares 388 Est. Cost $21.64 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $11 Shares 67 Est. Cost $148.66 Unrealized +15.1%
SELECT NOTES TRUS VAR 33 DUE 06/15/33 0.0%
Value ($000) $11 Shares 15,000 Est. Cost $0.74 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $11 Shares 41 Est. Cost $219.52 Unrealized +15.5%
MARICOPA CNTY ARIZ 5 43GO UTX DUE 07/01/43 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.11 Unrealized
MMIIX MFS MUNICIPAL HIGH INCOME I 0.0%
Value ($000) $11 Shares 1,456 Est. Cost $6.88 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $11 Shares 102 Est. Cost $81.88 Unrealized +28.3%
TRINITY RIVER AUTH 5 41WTR UTIL DUE 02/01/41 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.10 Unrealized
TWO RDS SHARED TR 0.0%
Value ($000) $11 Shares 324 Est. Cost $32.84 Unrealized
NEW BRAUNFELS TEX U 5 44REV UTX DUE 07/01/44 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.09 Unrealized
MMM 3M CO 0.0%
Value ($000) $11 Shares 81 Est. Cost $106.83 Unrealized +11.5%
GBOSX JPMORGAN GLOBAL BOND OPPORTUNITIES I 0.0%
Value ($000) $11 Shares 1,121 Est. Cost $9.76 Unrealized
CITIGROUP GLOBAL MA 0 25 DUE 03/05/25 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.06 Unrealized
ASSOCIATED BANC-C 5.4 25CD FDIC INS DUE 03/13/25US 0.0%
Value ($000) $11 Shares 11,000 Est. Cost $1.00 Unrealized
MINNESOTA AGRIC & E 5 44SYST HLTH DUE 01/01/44XTRO 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.09 Unrealized
PCB BANK 5.4 24CD FDIC INS DUE 12/20/24US 0.0%
Value ($000) $11 Shares 11,000 Est. Cost $1.00 Unrealized
WELLS FARGO BANK 5.45 24CD FDIC INS DUE 11/13/24US 0.0%
Value ($000) $11 Shares 11,000 Est. Cost $1.00 Unrealized
TFAZX TFA TACTICAL INCOME I 0.0%
Value ($000) $11 Shares 1,287 Est. Cost $8.18 Unrealized
CELH CELSIUS HLDGS INC 0.0%
Value ($000) $11 Shares 348 Est. Cost $62.22 Unrealized -32.5%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $11 Shares 113 Est. Cost $95.39 Unrealized
TALLAHASSEE FLA CON 5 48WRSR UTIL DUE 10/01/48 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.07 Unrealized
JORDAN VY WTR CONSE 5 47WTR UTIL DUE 10/01/47 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.08 Unrealized
LAGO VISTA TEX 5 49DB LTX DUE 02/15/49 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.07 Unrealized
MORGAN STANLEY FIN 0 25 DUE 09/05/25 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.03 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $11 Shares 64 Est. Cost $151.23 Unrealized
HF SINCLAIR CORP 4.5 30 DUE 10/01/30 0.0%
Value ($000) $11 Shares 11,000 Est. Cost $0.94 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $11 Shares 127 Est. Cost $91.31 Unrealized
HACAX HARBOR CAPITAL APPRECIATION INSTL 0.0%
Value ($000) $11 Shares 90 Est. Cost $109.17 Unrealized
BCBAX BLACKROCK CORE BOND INV A 0.0%
Value ($000) $11 Shares 1,248 Est. Cost $8.25 Unrealized
DMUAX BNY MELLON AMT-FREE MUNICIPAL BOND A 0.0%
Value ($000) $11 Shares 782 Est. Cost $12.61 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $11 Shares 1,343 Est. Cost $7.35 Unrealized -1.1%
PWV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $11 Shares 181 Est. Cost $43.65 Unrealized
NKE NIKE INC 0.0%
Value ($000) $11 Shares 119 Est. Cost $104.70 Unrealized -27.4%
FORD MOTOR CO 6.375 29 DUE 02/01/29 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $2.02 Unrealized
EWU ISHARES TR 0.0%
Value ($000) $10 Shares 280 Est. Cost $29.96 Unrealized
EMLC VANECK ETF TRUST 0.0%
Value ($000) $10 Shares 412 Est. Cost $23.91 Unrealized
JABAX JANUS HENDERSON BALANCED T 0.0%
Value ($000) $10 Shares 217 Est. Cost $38.82 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $80.51 Unrealized +17.3%
XJPIX NUVEEN PFD SECS & INC OPPTY 0.0%
Value ($000) $10 Shares 500 Est. Cost $19.24 Unrealized
HCMT DIREXION SHS ETF TR 0.0%
Value ($000) $10 Shares 295 Est. Cost $30.94 Unrealized
PARAMOUNT GLOBAL 0.0%
Value ($000) $10 Shares 977 Est. Cost $28.04 Unrealized
LZIEX LAZARD INTERNATIONAL EQUITY INSTL 0.0%
Value ($000) $10 Shares 552 Est. Cost $15.44 Unrealized
BA BOEING CO 0.0%
Value ($000) $10 Shares 67 Est. Cost $196.17 Unrealized -12.6%
BLD TOPBUILD CORP 0.0%
Value ($000) $10 Shares 25 Est. Cost $193.38 Unrealized +108.6%
WEBER SCH DIST UTAH 4 43GO UTX DUE 06/15/43 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $10 Shares 160 Est. Cost $50.67 Unrealized
KEYBANK NTNL ASS 5.25 25CD FDIC INS DUE 05/23/25US 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $10 Shares 428 Est. Cost $40.44 Unrealized -38.4%
LAKE FOREST BANK 5.3 25CD FDIC INS DUE 02/24/25US 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
FOCT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $10 Shares 237 Est. Cost $36.53 Unrealized
PNC BANK, NTNL A 5.25 25CD FDIC INS DUE 01/10/25US 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
PNC BANK, NTNL A 5.35 25CD FDIC INS DUE 01/03/25US 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
PORT SEATTLE WASH 4.5 28 CALLED @100 EFF: 11/12/2024 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
HTLF BK DENVER C 5.35 24CD FDIC INS DUE 11/25/24US 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
GOLDMAN SACHS BAN 4.6 25CD FDIC INS DUE 03/10/25US 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
AFIFX AMERICAN FUNDS FUNDAMENTAL INVS F1 0.0%
Value ($000) $10 Shares 117 Est. Cost $65.88 Unrealized
WENDY'S INTERNTNL, 7 25 DUE 12/15/25 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $2.09 Unrealized
ITHIX HARTFORD CAPITAL APPRECIATION I 0.0%
Value ($000) $10 Shares 213 Est. Cost $35.39 Unrealized
PIONEER MULTI-ASSET ULTRASHORT INCOME Y 0.0%
Value ($000) $10 Shares 1,021 Est. Cost $9.69 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $10 Shares 292 Est. Cost $33.44 Unrealized -12.0%
DUHP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $10 Shares 290 Est. Cost $25.69 Unrealized
PSN PARSONS CORP DEL 0.0%
Value ($000) $10 Shares 95 Est. Cost $78.41 Unrealized +14.4%
METHANEX CORP 5.25 29F DUE 12/15/29 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.95 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $10 Shares 215 Est. Cost $32.99 Unrealized +26.6%
PDN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $10 Shares 276 Est. Cost $32.36 Unrealized
SATS ECHOSTAR CORP 0.0%
Value ($000) $10 Shares 385 Est. Cost $14.87 Unrealized +37.5%
ATESX ANCHOR RISK MGD EQUITY STRATEGIES INSTL 0.0%
Value ($000) $10 Shares 655 Est. Cost $13.22 Unrealized
SKY CHAMPION HOMES INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $57.62 Unrealized +45.5%
BOISE ST UNIV IDAHO 3 36PUB EDUC DUE 04/01/36OID 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $1.80 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $9 Shares 19 Est. Cost $434.43 Unrealized +6.3%
SMCFX AMERICAN FUNDS SMALLCAP WORLD F2 0.0%
Value ($000) $9 Shares 128 Est. Cost $71.68 Unrealized
AT&T INC. 4.75 46 DUE 05/15/46 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.90 Unrealized
DFGBX DFA FIVE-YEAR GLOBAL FIXED-INCOME I 0.0%
Value ($000) $9 Shares 921 Est. Cost $10.07 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $9 Shares 129 Est. Cost $71.76 Unrealized
BBJP J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $9 Shares 155 Est. Cost $44.07 Unrealized
SPLB SPDR SER TR 0.0%
Value ($000) $9 Shares 380 Est. Cost $33.10 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $9 Shares 51 Est. Cost $127.63 Unrealized +24.7%
BANK OF AMERICA, 5.05 25CD FDIC INS DUE 07/10/25US 0.0%
Value ($000) $9 Shares 9,000 Est. Cost $1.01 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $9 Shares 87 Est. Cost $60.89 Unrealized +52.8%
SVFFX SMEAD VALUE I1 0.0%
Value ($000) $9 Shares 106 Est. Cost $85.10 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $9 Shares 72 Est. Cost $85.57 Unrealized +32.4%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $9 Shares 174 Est. Cost $60.38 Unrealized -8.2%
VERIZON COMMUNICA 4.7 47 DUE 11/15/47 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.84 Unrealized
PBCKX PRINCIPAL BLUE CHIP INSTITUTIONAL 0.0%
Value ($000) $9 Shares 193 Est. Cost $46.32 Unrealized
MADVX BLACKROCK EQUITY DIVIDEND INSTL 0.0%
Value ($000) $9 Shares 427 Est. Cost $20.80 Unrealized
TWIN FALLS CNTY 2.375 34GO UTX DUE 09/15/34OID 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $1.68 Unrealized
LSAT TWO RDS SHARED TR 0.0%
Value ($000) $9 Shares 212 Est. Cost $38.72 Unrealized
NCNO NCINO INC 0.0%
Value ($000) $9 Shares 278 Est. Cost $31.26 Unrealized +1.3%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $9 Shares 88 Est. Cost $227.18 Unrealized -59.4%
PMPEX PRIMARK MEKETA PRIVATE EQUITY INVS FD CL I 0.0%
Value ($000) $9 Shares 642 Est. Cost $12.16 Unrealized
FS SPECIALTY LENDING FUND ADVISORY PLUS 0.0%
Value ($000) $9 Shares 2,507 Est. Cost $3.70 Unrealized
SBNY SIGNATURE BK NEW YORK N 0.0%
Value ($000) $9 Shares 4,338 Est. Cost $2.38 Unrealized -16.1%
CAIFX AMERICAN FUNDS CAPITAL INCOME BLDR F2 0.0%
Value ($000) $9 Shares 118 Est. Cost $69.82 Unrealized
LEAD SIREN ETF TR 0.0%
Value ($000) $9 Shares 125 Est. Cost $66.08 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 0.0%
Value ($000) $9 Shares 594 Est. Cost $15.18 Unrealized
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value ($000) $9 Shares 88 Est. Cost $79.17 Unrealized +21.8%
SPSC SPS COMM INC 0.0%
Value ($000) $9 Shares 44 Est. Cost $182.97 Unrealized +7.3%
CSIFX CALVERT BALANCED A 0.0%
Value ($000) $8 Shares 185 Est. Cost $45.78 Unrealized
AMRFX AMERICAN FUNDS AMERICAN MUTUAL F2 0.0%
Value ($000) $8 Shares 143 Est. Cost $54.32 Unrealized
BAGIX BAIRD AGGREGATE BOND INST 0.0%
Value ($000) $8 Shares 838 Est. Cost $10.07 Unrealized
EWC ISHARES INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $40.89 Unrealized
FNPFX AMERICAN FUNDS NEW PERSPECTIVE F3 0.0%
Value ($000) $8 Shares 125 Est. Cost $66.20 Unrealized
MLPTX INVESCO STEELPATH MLP SELECT 40 Y 0.0%
Value ($000) $8 Shares 926 Est. Cost $7.40 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $8 Shares 790 Est. Cost $9.04 Unrealized
CPSJ CALAMOS ETF TR 0.0%
Value ($000) $8 Shares 332 Est. Cost $24.72 Unrealized
GLDM WORLD GOLD TR 0.0%
Value ($000) $8 Shares 157 Est. Cost $46.09 Unrealized
HE HAWAIIAN ELEC INDUSTRIES 0.0%
Value ($000) $8 Shares 841 Est. Cost $20.61 Unrealized -39.9%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $8 Shares 35 Est. Cost $187.40 Unrealized +12.5%
IVLU ISHARES TR 0.0%
Value ($000) $8 Shares 273 Est. Cost $25.48 Unrealized
AQMIX AQR MANAGED FUTURES STRATEGY I 0.0%
Value ($000) $8 Shares 929 Est. Cost $9.29 Unrealized
MNNAX VICTORY MUNDER MULTI-CAP A 0.0%
Value ($000) $8 Shares 139 Est. Cost $52.78 Unrealized
VALE VALE S A 0.0%
Value ($000) $8 Shares 686 Est. Cost $12.11 Unrealized
GOLDMAN SACHS BAN 5.2 24CD FDIC INS DUE 10/23/24US 0.0%
Value ($000) $8 Shares 8,000 Est. Cost $1.00 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $8 Shares 60 Est. Cost $119.29 Unrealized
GVA GRANITE CONSTR INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $43.61 Unrealized +61.2%
PRT PERMROCK ROYALTY TRUST 0.0%
Value ($000) $8 Shares 2,010 Est. Cost $5.96 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $8 Shares 95 Est. Cost $82.11 Unrealized
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $8 Shares 33 Est. Cost $198.62 Unrealized
MNDKX MFS NEW DISCOVERY R6 0.0%
Value ($000) $8 Shares 251 Est. Cost $31.18 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value ($000) $8 Shares 120 Est. Cost $56.90 Unrealized +12.6%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $8 Shares 91 Est. Cost $68.70 Unrealized +11.5%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $8 Shares 17 Est. Cost $417.35 Unrealized +0.2%
TFAQX TFA QUANTITATIVE I 0.0%
Value ($000) $8 Shares 724 Est. Cost $8.42 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $8 Shares 116 Est. Cost $102.91 Unrealized -37.2%
FMC FMC CORP 0.0%
Value ($000) $8 Shares 118 Est. Cost $106.89 Unrealized -46.6%
VGIAX VANGUARD GROWTH & INCOME ADM 0.0%
Value ($000) $8 Shares 71 Est. Cost $87.32 Unrealized
GSHD GOOSEHEAD INS INC 0.0%
Value ($000) $8 Shares 87 Est. Cost $60.01 Unrealized +31.9%
NHMRX NUVEEN HIGH YIELD MUNICIPAL BOND I 0.0%
Value ($000) $8 Shares 511 Est. Cost $13.76 Unrealized
CITIGROUP GLOBAL VAR 37 DUE 02/15/37 0.0%
Value ($000) $8 Shares 10,000 Est. Cost $0.66 Unrealized
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $8 Shares 237 Est. Cost $32.02 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $8 Shares 126 Est. Cost $59.13 Unrealized
RCIIX ALTERNATIVE CREDIT INCOME I 0.0%
Value ($000) $7 Shares 773 Est. Cost $9.79 Unrealized
ICUI ICU MED INC 0.0%
Value ($000) $7 Shares 41 Est. Cost $224.01 Unrealized -33.9%
USMV ISHARES TR 0.0%
Value ($000) $7 Shares 81 Est. Cost $73.85 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $7 Shares 262 Est. Cost $23.35 Unrealized
MTBIX NYLI MACKAY TAX FREE BOND CLASS I 0.0%
Value ($000) $7 Shares 772 Est. Cost $9.41 Unrealized
FLTRX NUVEEN LIMITED TERM MUNICIPAL BOND I 0.0%
Value ($000) $7 Shares 670 Est. Cost $10.91 Unrealized
JEFFERIES GROUP L VAR 34 DUE 05/31/34 0.0%
Value ($000) $7 Shares 10,000 Est. Cost $0.60 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $7 Shares 23 Est. Cost $199.79 Unrealized +44.1%
XOMO TIDAL TR II 0.0%
Value ($000) $7 Shares 427 Est. Cost $18.14 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $7 Shares 140 Est. Cost $54.07 Unrealized -19.3%
PMAQX PRINCIPAL MIDCAP R6 0.0%
Value ($000) $7 Shares 157 Est. Cost $45.83 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $7 Shares 156 Est. Cost $46.17 Unrealized
EZM WISDOMTREE TR 0.0%
Value ($000) $7 Shares 115 Est. Cost $50.75 Unrealized
ANWFX AMERICAN FUNDS NEW PERSPECTIVE F2 0.0%
Value ($000) $7 Shares 108 Est. Cost $65.90 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $7 Shares 184 Est. Cost $36.72 Unrealized
MEDIX MFS EMERGING MARKETS DEBT I 0.0%
Value ($000) $7 Shares 574 Est. Cost $11.12 Unrealized
SFCWX AMERICAN FUNDS SMALLCAP WORLD F3 0.0%
Value ($000) $7 Shares 98 Est. Cost $72.22 Unrealized
AMCFX AMERICAN FUNDS AMCAP F2 0.0%
Value ($000) $7 Shares 157 Est. Cost $45.00 Unrealized
CHARLES SCHWAB B 5.35 25CD FDIC INS DUE 06/05/25US 0.0%
Value ($000) $7 Shares 7,000 Est. Cost $1.00 Unrealized
FIRST NTNL BANK O 5.3 25CD FDIC INS DUE 06/06/25US 0.0%
Value ($000) $7 Shares 7,000 Est. Cost $1.00 Unrealized
ANBFX AMERICAN FUNDS STRATEGIC BOND F-2 0.0%
Value ($000) $7 Shares 744 Est. Cost $9.41 Unrealized
CION CION INVT CORP 0.0%
Value ($000) $7 Shares 590 Est. Cost $8.24 Unrealized +17.5%
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $7 Shares 452 Est. Cost $17.40 Unrealized -12.6%
GOLDMAN SACHS BA 5.25 24CD FDIC INS DUE 11/26/24US 0.0%
Value ($000) $7 Shares 7,000 Est. Cost $1.00 Unrealized
FRDPX FRANKLIN RISING DIVIDENDS A 0.0%
Value ($000) $7 Shares 69 Est. Cost $94.90 Unrealized
MISIX VICTORY TRIVALENT INTERNATIONAL SM-CP I 0.0%
Value ($000) $7 Shares 419 Est. Cost $16.51 Unrealized
DGT SPDR SER TR 0.0%
Value ($000) $7 Shares 50 Est. Cost $107.56 Unrealized
WWWFX KINETICS INTERNET NO LOAD 0.0%
Value ($000) $7 Shares 84 Est. Cost $49.90 Unrealized
USD PROSHARES TR 0.0%
Value ($000) $7 Shares 57 Est. Cost $99.16 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $7 Shares 28 Est. Cost $234.67 Unrealized
OTCAX MFS MID CAP GROWTH A 0.0%
Value ($000) $7 Shares 225 Est. Cost $30.20 Unrealized
RVLV REVOLVE GROUP INC 0.0%
Value ($000) $7 Shares 273 Est. Cost $19.14 Unrealized +9.6%
FLN FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $7 Shares 374 Est. Cost $18.49 Unrealized
SBTYX WESTERN ASSET INTERMEDIATE-TERM MUNI I 0.0%
Value ($000) $7 Shares 1,096 Est. Cost $6.07 Unrealized
DFH DREAM FINDERS HOMES INC 0.0%
Value ($000) $7 Shares 186 Est. Cost $31.61 Unrealized -2.8%
INOD INNODATA INC 0.0%
Value ($000) $7 Shares 399 Est. Cost $8.31 Unrealized +102.8%
CFWAX CALVERT GLOBAL WATER A 0.0%
Value ($000) $7 Shares 208 Est. Cost $32.15 Unrealized
DRN DIREXION SHS ETF TR 0.0%
Value ($000) $7 Shares 496 Est. Cost $13.37 Unrealized
GSCIX ABRDN US SMALL CAP EQUITY INST 0.0%
Value ($000) $7 Shares 173 Est. Cost $31.64 Unrealized
SCI SERVICE CORP INTL 0.0%
Value ($000) $7 Shares 84 Est. Cost $69.34 Unrealized +9.6%
CTAS CINTAS CORP 0.0%
Value ($000) $7 Shares 32 Est. Cost $184.24 Unrealized +3.6%
VDC VANGUARD WORLD FD 0.0%
Value ($000) $7 Shares 30 Est. Cost $185.33 Unrealized
ROM PROSHARES TR 0.0%
Value ($000) $7 Shares 97 Est. Cost $67.38 Unrealized
REIPX T. ROWE PRICE EQUITY INCOME I 0.0%
Value ($000) $6 Shares 170 Est. Cost $31.92 Unrealized
MOAT VANECK ETF TRUST 0.0%
Value ($000) $6 Shares 67 Est. Cost $63.98 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $6 Shares 48 Est. Cost $129.99 Unrealized +7.2%
JPO TIDAL TR II 0.0%
Value ($000) $6 Shares 358 Est. Cost $21.28 Unrealized
AHIFX AMERICAN FUNDS AMERICAN HIGH-INC F2 0.0%
Value ($000) $6 Shares 652 Est. Cost $9.68 Unrealized
HYSZX PGIM SHORT DURATION HIGH YIELD INCOME Z 0.0%
Value ($000) $6 Shares 756 Est. Cost $8.53 Unrealized
MHYIX NYLI MACKAY HIGH YIELD CORPORATE BD CL I 0.0%
Value ($000) $6 Shares 1,217 Est. Cost $5.27 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $6 Shares 124 Est. Cost $50.82 Unrealized
IOFIX ALPHACENTRIC INCOME OPPORTUNITIES I 0.0%
Value ($000) $6 Shares 821 Est. Cost $8.05 Unrealized
COR CENCORA INC 0.0%
Value ($000) $6 Shares 28 Est. Cost $153.47 Unrealized +49.6%
HFQIX JANUS HENDERSON GLOBAL EQUITY INCOME I 0.0%
Value ($000) $6 Shares 977 Est. Cost $5.74 Unrealized
NAIL DBX ETF TR 0.0%
Value ($000) $6 Shares 37 Est. Cost $169.03 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $6 Shares 35 Est. Cost $251.69 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $6 Shares 124 Est. Cost $35.92 Unrealized +23.2%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $6 Shares 10 Est. Cost $525.79 Unrealized +12.0%
ASSOCIATED BAN 6.625 PFD DUE 03/01/33SUBJ TO XTRO REDEMPTION 0.0%
Value ($000) $6 Shares 250 Est. Cost $22.76 Unrealized
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $6 Shares 24 Est. Cost $200.47 Unrealized +14.1%
FOXF FOX FACTORY HLDG CORP 0.0%
Value ($000) $6 Shares 148 Est. Cost $45.21 Unrealized -4.1%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $6 Shares 58 Est. Cost $96.72 Unrealized
APLD APPLIED DIGITAL CORP 0.0%
Value ($000) $6 Shares 732 Est. Cost $6.71 Unrealized -21.0%
ICLR ICON PLC 0.0%
Value ($000) $6 Shares 21 Est. Cost $313.39 Unrealized +0.6%
IONQ IONQ INC 0.0%
Value ($000) $6 Shares 690 Est. Cost $10.89 Unrealized -30.0%
COSSX COLUMBIA OVERSEAS VALUE INST2 0.0%
Value ($000) $6 Shares 520 Est. Cost $10.07 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $6 Shares 43 Est. Cost $134.81 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $6 Shares 84 Est. Cost $140.80 Unrealized -35.2%
BWX SPDR SER TR 0.0%
Value ($000) $6 Shares 252 Est. Cost $22.74 Unrealized
AON AON PLC 0.0%
Value ($000) $6 Shares 17 Est. Cost $292.51 Unrealized +10.9%
RBA RB GLOBAL INC 0.0%
Value ($000) $6 Shares 73 Est. Cost $74.94 Unrealized +8.3%
FSRPX FIDELITY SELECT RETAILING 0.0%
Value ($000) $6 Shares 283 Est. Cost $17.59 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $6 Shares 29 Est. Cost $183.78 Unrealized
JPMORGAN CHASE 4.2 PFDPFD SER MM 0.0%
Value ($000) $6 Shares 275 Est. Cost $20.16 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.98 Unrealized -2.1%
CONOCOPHILLIPS 6.5 39 DUE 02/01/39 0.0%
Value ($000) $6 Shares 5,000 Est. Cost $2.23 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $6 Shares 128 Est. Cost $47.11 Unrealized -19.5%
MET METLIFE INC 0.0%
Value ($000) $6 Shares 70 Est. Cost $52.68 Unrealized +36.4%
DISO TIDAL TR II 0.0%
Value ($000) $6 Shares 352 Est. Cost $21.28 Unrealized
CIBFX AMERICAN FUNDS CAPITAL INCOME BLDR F1 0.0%
Value ($000) $6 Shares 78 Est. Cost $63.13 Unrealized
KVLE KRANESHARES TRUST 0.0%
Value ($000) $6 Shares 217 Est. Cost $21.25 Unrealized
FDVIX FIDELITY ADVISOR DIVERSIFIED INTL I 0.0%
Value ($000) $6 Shares 198 Est. Cost $24.08 Unrealized
BALCX AMERICAN FUNDS AMERICAN BALANCED C 0.0%
Value ($000) $6 Shares 158 Est. Cost $36.05 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 13 Est. Cost $430.13 Unrealized -3.6%
MINNESOTA ST 5 43GO UTX DUE 08/01/43 0.0%
Value ($000) $6 Shares 5,000 Est. Cost $1.12 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $6 Shares 59 Est. Cost $81.03 Unrealized +4.4%
UDOW PROSHARES TR 0.0%
Value ($000) $6 Shares 59 Est. Cost $96.08 Unrealized
HONOLULU HAWAII CIT 5 41GO UTX DUE 07/01/41 0.0%
Value ($000) $6 Shares 5,000 Est. Cost $1.11 Unrealized
DLS WISDOMTREE TR 0.0%
Value ($000) $6 Shares 82 Est. Cost $58.14 Unrealized
SPIP SPDR SER TR 0.0%
Value ($000) $6 Shares 214 Est. Cost $25.48 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $6 Shares 134 Est. Cost $46.09 Unrealized -7.4%
BROWNSBURG IND 19 5.5 41REV UTX DUE 07/15/41 0.0%
Value ($000) $6 Shares 5,000 Est. Cost $1.10 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $6 Shares 57 Est. Cost $53.32 Unrealized +74.1%
ATLANTA GA ARPT REV 5 43AIR TRAN DUE 07/01/43 0.0%
Value ($000) $6 Shares 5,000 Est. Cost $1.10 Unrealized
MASSACHUSETTS ST 5.25 54SYST HLTH DUE 03/01/54XTRO 0.0%
Value ($000) $6 Shares 5,000 Est. Cost $1.09 Unrealized
FRANKLIN TWP IND MU 5 40REV UTX DUE 07/15/40 0.0%
Value ($000) $6 Shares 5,000 Est. Cost $1.09 Unrealized
ARKANSAS ST DEV FIN 5 42POOL AUTH DUE 06/01/42XTRO 0.0%
Value ($000) $6 Shares 5,000 Est. Cost $1.10 Unrealized
HUTTO TEX INDPT SCH 5 43GO UTX DUE 08/01/43 0.0%
Value ($000) $6 Shares 5,000 Est. Cost $1.10 Unrealized
CENTRAL CURRY SCH D 5 42GO UTX DUE 06/15/42 0.0%
Value ($000) $6 Shares 5,000 Est. Cost $1.09 Unrealized
PINS PINTEREST INC 0.0%
Value ($000) $6 Shares 170 Est. Cost $72.82 Unrealized -53.3%
HASCX HARBOR SMALL CAP VALUE INSTL 0.0%
Value ($000) $5 Shares 127 Est. Cost $40.35 Unrealized
BOAZ ALA 5 41GO UTX DUE 02/01/41 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $1.08 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $5 Shares 84 Est. Cost $54.80 Unrealized
TWO RDS SHARED TR 0.0%
Value ($000) $5 Shares 161 Est. Cost $34.38 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $5 Shares 300 Est. Cost $17.23 Unrealized
SPRX LISTED FD TR 0.0%
Value ($000) $5 Shares 238 Est. Cost $23.45 Unrealized
JDVWX JHANCOCK DISCIPLINED VALUE R6 0.0%
Value ($000) $5 Shares 208 Est. Cost $25.89 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $5 Shares 49 Est. Cost $106.37 Unrealized -3.9%
JHBSX JHANCOCK BOND R6 0.0%
Value ($000) $5 Shares 384 Est. Cost $13.91 Unrealized
AAGPX AMERICAN BEACON LARGE CAP VALUE INV 0.0%
Value ($000) $5 Shares 204 Est. Cost $26.13 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $5 Shares 193 Est. Cost $22.57 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $5 Shares 59 Est. Cost $57.49 Unrealized +37.0%
PXF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $5 Shares 100 Est. Cost $44.06 Unrealized
TNA DIREXION SHS ETF TR 0.0%
Value ($000) $5 Shares 117 Est. Cost $44.34 Unrealized
CELANESE US HOL 6.165 27 DUE 07/15/27 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $1.02 Unrealized
USPH U S PHYSICAL THERAPY 0.0%
Value ($000) $5 Shares 61 Est. Cost $101.14 Unrealized -12.3%
FAIRFAX CNTY VA SWR 4 42SWR UTIL DUE 07/15/42 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $1.02 Unrealized
NORWALK CONN 4 43GO UTX DUE 08/15/43OID 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $1.01 Unrealized
WIAEX WASATCH SMALL CAP GROWTH INSTITUTIONAL 0.0%
Value ($000) $5 Shares 127 Est. Cost $40.52 Unrealized
VBTLX VANGUARD TOTAL BOND MARKET INDEX ADM 0.0%
Value ($000) $5 Shares 521 Est. Cost $9.87 Unrealized
CONNECTICUT ST 5 32GO UTX DUE 03/15/32 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $2.07 Unrealized
SPYI NEOS ETF TRUST 0.0%
Value ($000) $5 Shares 100 Est. Cost $46.95 Unrealized
ASBAX AMERICAN FUNDS ST BD FD OF AMER A 0.0%
Value ($000) $5 Shares 528 Est. Cost $9.63 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $5 Shares 26 Est. Cost $171.83 Unrealized +5.5%
TIDAL TR II 0.0%
Value ($000) $5 Shares 544 Est. Cost $14.82 Unrealized
MURPHY OIL CORP 5.875 27TENDER OFFER EXP: 10/02.10/18/2024 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $0.99 Unrealized
WFMIX ALLSPRING SPECIAL MID CAP VALUE INST 0.0%
Value ($000) $5 Shares 94 Est. Cost $53.66 Unrealized
SAP SAP SE 0.0%
Value ($000) $5 Shares 22 Est. Cost $201.73 Unrealized
DJT TRUMP MEDIA & TECHNOLOGY GRO 0.0%
Value ($000) $5 Shares 313 Est. Cost $38.79 Unrealized -37.5%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $5 Shares 70 Est. Cost $40.72 Unrealized +56.8%
LABU DIREXION SHS ETF TR 0.0%
Value ($000) $5 Shares 39 Est. Cost $128.74 Unrealized
TARGA RESOURCES PAR 5 28 DUE 01/15/28 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $0.98 Unrealized
BRX BRIXMOR PPTY GROUP INC 0.0%
Value ($000) $5 Shares 179 Est. Cost $23.27 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value ($000) $5 Shares 45 Est. Cost $77.53 Unrealized
HAUZ DBX ETF TR 0.0%
Value ($000) $5 Shares 209 Est. Cost $21.02 Unrealized
MFIOX MFS INCOME A 0.0%
Value ($000) $5 Shares 803 Est. Cost $6.08 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $5 Shares 13 Est. Cost $363.04 Unrealized
THE CHEMOURS CO 5.375 27 DUE 05/15/27 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $0.95 Unrealized
OLIN CORP 5 30 DUE 02/01/30 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $0.95 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $5 Shares 24 Est. Cost $140.05 Unrealized +44.5%
JVMIX JHANCOCK DISCIPLINED VALUE MID CAP I 0.0%
Value ($000) $5 Shares 157 Est. Cost $29.94 Unrealized
ASHIX VIRTUS NEWFLEET SHORT DUR H INC INSTL 0.0%
Value ($000) $5 Shares 349 Est. Cost $13.46 Unrealized
SEEGX JPMORGAN LARGE CAP GROWTH I 0.0%
Value ($000) $5 Shares 63 Est. Cost $72.09 Unrealized
EWG ISHARES INC 0.0%
Value ($000) $5 Shares 142 Est. Cost $23.01 Unrealized
TOLL BROTHERS FIN 3.8 29 DUE 11/01/29 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $0.93 Unrealized
AMEFX AMERICAN FUNDS INCOME FUND OF AMER F2 0.0%
Value ($000) $5 Shares 185 Est. Cost $25.94 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $24.75 Unrealized -4.9%
NEFFX AMERICAN FUNDS NEW ECONOMY F2 0.0%
Value ($000) $5 Shares 73 Est. Cost $65.41 Unrealized
BLOCK FINL LLC 3.875 30 DUE 08/15/30 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $0.91 Unrealized
INTT INTEST CORP 0.0%
Value ($000) $5 Shares 650 Est. Cost $7.90 Unrealized +5.1%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 203 Est. Cost $20.99 Unrealized
ACB AURORA CANNABIS INC 0.0%
Value ($000) $5 Shares 800 Est. Cost $6.32 Unrealized -6.3%
AEPFX AMERICAN FUNDS EUROPACIFIC GROWTH F2 0.0%
Value ($000) $5 Shares 78 Est. Cost $51.37 Unrealized
BL BLACKLINE INC 0.0%
Value ($000) $5 Shares 85 Est. Cost $54.92 Unrealized -10.4%
AMOMX AQR LARGE CAP MOMENTUM STYLE I 0.0%
Value ($000) $5 Shares 194 Est. Cost $19.52 Unrealized
PHIYX PIMCO HIGH YIELD INSTL 0.0%
Value ($000) $5 Shares 566 Est. Cost $8.16 Unrealized
FICS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $5 Shares 123 Est. Cost $36.99 Unrealized
IQLT ISHARES TR 0.0%
Value ($000) $5 Shares 111 Est. Cost $39.71 Unrealized
AI C3 AI INC 0.0%
Value ($000) $5 Shares 190 Est. Cost $20.97 Unrealized +21.2%
GEV GE VERNOVA INC 0.0%
Value ($000) $5 Shares 18 Est. Cost $158.10 Unrealized +21.2%
APHJX ARTISAN INTERNATIONAL SMALL-MID INSTL 0.0%
Value ($000) $5 Shares 242 Est. Cost $18.96 Unrealized
AT&T INC. 5 PFDPFD SER A 0.0%
Value ($000) $4 Shares 200 Est. Cost $21.36 Unrealized
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 41 Est. Cost $90.22 Unrealized +8.9%
SGPYY SAGE GROUP PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS 0.0%
Value ($000) $4 Shares 81 Est. Cost $55.07 Unrealized
APACHE CORP 5.1 40 DUE 09/01/40 0.0%
Value ($000) $4 Shares 5,000 Est. Cost $0.86 Unrealized
MMIT NEW YORK LIFE INVTS ACTIVE E 0.0%
Value ($000) $4 Shares 179 Est. Cost $24.39 Unrealized
DIFHX MFS DIVERSIFIED INCOME R6 0.0%
Value ($000) $4 Shares 347 Est. Cost $12.65 Unrealized
AGO ASSURED GUARANTY LTD 0.0%
Value ($000) $4 Shares 55 Est. Cost $27.10 Unrealized +187.1%
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $4 Shares 28 Est. Cost $130.61 Unrealized +7.0%
IJH ISHARES TR 0.0%
Value ($000) $4 Shares 70 Est. Cost $97.47 Unrealized
OMBXX INVESCO U.S. GOVERNMENT MONEY PTF Y 0.0%
Value ($000) $4 Shares 4,341 Est. Cost $1.00 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $4 Shares 103 Est. Cost $42.94 Unrealized
RPMGX T. ROWE PRICE MID-CAP GROWTH 0.0%
Value ($000) $4 Shares 39 Est. Cost $109.64 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $4 Shares 24 Est. Cost $151.42 Unrealized +18.8%
SIVR ABRDN SILVER ETF TRUST 0.0%
Value ($000) $4 Shares 145 Est. Cost $29.75 Unrealized
MIDLX MFS INTERNATIONAL NEW DISCOVERY R6 0.0%
Value ($000) $4 Shares 121 Est. Cost $29.98 Unrealized
OPMYX INVESCO MAIN STREET MID CAP Y 0.0%
Value ($000) $4 Shares 124 Est. Cost $27.27 Unrealized
BILL BILL HOLDINGS INC 0.0%
Value ($000) $4 Shares 81 Est. Cost $56.59 Unrealized -9.0%
ISHYX INVESCO SHORT DURATION HIGH YLD MUNI Y 0.0%
Value ($000) $4 Shares 443 Est. Cost $8.99 Unrealized
FUJIY FUJIFILM HLDGS CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.0%
Value ($000) $4 Shares 330 Est. Cost $19.71 Unrealized
HYLB DBX ETF TR 0.0%
Value ($000) $4 Shares 114 Est. Cost $35.53 Unrealized
VFTAX VANGUARD FTSE SOCIAL INDEX ADMIRAL 0.0%
Value ($000) $4 Shares 77 Est. Cost $45.54 Unrealized
HGIFX HARTFORD CORE EQUITY F 0.0%
Value ($000) $4 Shares 74 Est. Cost $42.29 Unrealized
MWTSX TCW METWEST TOTAL RETURN BD PLAN 0.0%
Value ($000) $4 Shares 477 Est. Cost $8.12 Unrealized
EISMX EATON VANCE ATLANTA CAPITAL SMID-CAP I 0.0%
Value ($000) $4 Shares 94 Est. Cost $40.12 Unrealized
PUBLIX SUPER MARKETS INC 0.0%
Value ($000) $4 Shares 252 Est. Cost $14.75 Unrealized
USBSX VICTORY CORNERSTONE MODERATE 0.0%
Value ($000) $4 Shares 258 Est. Cost $16.02 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $4 Shares 8 Est. Cost $385.14 Unrealized +27.2%
MFBKX MFS CORPORATE BOND R6 0.0%
Value ($000) $4 Shares 324 Est. Cost $12.73 Unrealized
IVT INVENTRUST PPTYS CORP 0.0%
Value ($000) $4 Shares 145 Est. Cost $23.73 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $4 Shares 12 Est. Cost $107.62 Unrealized +56.4%
GCSIX GOLDMAN SACHS SMALL CAP EQ INSGHTS INSTL 0.0%
Value ($000) $4 Shares 131 Est. Cost $23.48 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 139 Est. Cost $29.18 Unrealized
SHIIX CATALYST BUFFERED SHIELD FD I 0.0%
Value ($000) $4 Shares 394 Est. Cost $8.64 Unrealized
MAX MEDIAALPHA INC 0.0%
Value ($000) $4 Shares 220 Est. Cost $18.40 Unrealized -13.4%
XPO XPO INC 0.0%
Value ($000) $4 Shares 37 Est. Cost $107.06 Unrealized +4.5%
EBND SPDR SER TR 0.0%
Value ($000) $4 Shares 186 Est. Cost $20.74 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $4 Shares 27 Est. Cost $138.92 Unrealized -1.2%
FAN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $4 Shares 218 Est. Cost $21.51 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $4 Shares 8 Est. Cost $271.09 Unrealized +71.7%
AMPFX AMERICAN FUNDS AMCAP F1 0.0%
Value ($000) $4 Shares 89 Est. Cost $34.18 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $4 Shares 100 Est. Cost $51.81 Unrealized -18.6%
JMIEX JPMORGAN EMERGING MARKETS EQUITY L 0.0%
Value ($000) $4 Shares 119 Est. Cost $32.79 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $4 Shares 14 Est. Cost $227.02 Unrealized +15.6%
SAMBX VIRTUS SEIX FLOATING RATE HIGH INC I 0.0%
Value ($000) $4 Shares 496 Est. Cost $7.89 Unrealized
MQGIX MFS INTERNATIONAL GROWTH I 0.0%
Value ($000) $4 Shares 72 Est. Cost $53.69 Unrealized
FSUGY FORTESCUE METALS GROUP FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $4 Shares 137 Est. Cost $28.09 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $4 Shares 45 Est. Cost $51.32 Unrealized +53.6%
APPN APPIAN CORP 0.0%
Value ($000) $4 Shares 110 Est. Cost $39.09 Unrealized -17.2%
MIDAX MFS INTERNATIONAL NEW DISCOVERY A 0.0%
Value ($000) $4 Shares 110 Est. Cost $34.01 Unrealized
GO GROCERY OUTLET HLDG CORP 0.0%
Value ($000) $4 Shares 213 Est. Cost $24.89 Unrealized -24.0%
AUEIX AQR LARGE CAP DEFENSIVE STYLE I 0.0%
Value ($000) $4 Shares 146 Est. Cost $25.39 Unrealized
BRO BROWN & BROWN INC 0.0%
Value ($000) $4 Shares 36 Est. Cost $61.54 Unrealized +60.3%
PNR PENTAIR PLC 0.0%
Value ($000) $4 Shares 38 Est. Cost $62.91 Unrealized +34.2%
INPEX AMERICAN FUNDS CNSRV GR & INC F-2 0.0%
Value ($000) $4 Shares 270 Est. Cost $12.10 Unrealized
MUNI PIMCO ETF TR 0.0%
Value ($000) $4 Shares 70 Est. Cost $52.47 Unrealized
FTHSX FULLERTHALER BEHAVIORAL SM-CP EQ INST 0.0%
Value ($000) $4 Shares 76 Est. Cost $48.79 Unrealized
IFAFX AMERICAN FUNDS INCOME FUND OF AMER F1 0.0%
Value ($000) $4 Shares 143 Est. Cost $21.83 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $4 Shares 29 Est. Cost $152.81 Unrealized -15.1%
DFIEX DFA INTERNATIONAL CORE EQUITY I 0.0%
Value ($000) $4 Shares 217 Est. Cost $15.19 Unrealized
FTXL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $4 Shares 39 Est. Cost $99.87 Unrealized
NEAR ISHARES U S ETF TR 0.0%
Value ($000) $4 Shares 70 Est. Cost $50.17 Unrealized
TRLGX T. ROWE PRICE LRG CP GR I 0.0%
Value ($000) $4 Shares 44 Est. Cost $58.90 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $4 Shares 70 Est. Cost $34.64 Unrealized +31.4%
HILYX HARTFORD INTERNATIONAL VALUE Y 0.0%
Value ($000) $4 Shares 175 Est. Cost $20.41 Unrealized
IDV ISHARES TR 0.0%
Value ($000) $4 Shares 118 Est. Cost $27.16 Unrealized
DFEV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $4 Shares 125 Est. Cost $23.67 Unrealized
IT GARTNER INC 0.0%
Value ($000) $4 Shares 7 Est. Cost $444.91 Unrealized +8.1%
GICIX GOLDMAN SACHS INTL SM CP INSGHTS INSTL 0.0%
Value ($000) $4 Shares 253 Est. Cost $11.39 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $4 Shares 13 Est. Cost $462.26 Unrealized -42.6%
UCMCX VICTORY CORNERSTONE MODERATELY CNSRV 0.0%
Value ($000) $4 Shares 313 Est. Cost $11.25 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $4 Shares 45 Est. Cost $65.42 Unrealized +2.0%
SIL GLOBAL X FDS 0.0%
Value ($000) $4 Shares 100 Est. Cost $33.13 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $3 Shares 65 Est. Cost $52.06 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $3 Shares 32 Est. Cost $108.63 Unrealized
AVANGRID INC 0.0%
Value ($000) $3 Shares 97 Est. Cost $51.43 Unrealized
PUMP PROPETRO HLDG CORP 0.0%
Value ($000) $3 Shares 453 Est. Cost $11.95 Unrealized -31.7%
HL HECLA MNG CO 0.0%
Value ($000) $3 Shares 520 Est. Cost $5.33 Unrealized +9.1%
IJJ ISHARES TR 0.0%
Value ($000) $3 Shares 28 Est. Cost $117.54 Unrealized
NBHIX NEUBERGER BERMAN EQUITY INCOME I 0.0%
Value ($000) $3 Shares 240 Est. Cost $12.23 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $3 Shares 7 Est. Cost $379.53 Unrealized +26.6%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $3 Shares 9 Est. Cost $247.22 Unrealized +39.5%
AME AMETEK INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $170.82 Unrealized -3.2%
BHLL BUNKER HILL MNG CORP 0.0%
Value ($000) $3 Shares 29,050 Est. Cost $0.12 Unrealized +0.8%
DBEF DBX ETF TR 0.0%
Value ($000) $3 Shares 81 Est. Cost $34.81 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $3 Shares 26 Est. Cost $51.41 Unrealized +128.4%
LQD ISHARES TR 0.0%
Value ($000) $3 Shares 30 Est. Cost $108.90 Unrealized
PIREX PRINCIPAL REAL ESTATE SECURITIES INST 0.0%
Value ($000) $3 Shares 108 Est. Cost $31.07 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $3 Shares 13 Est. Cost $246.82 Unrealized -2.7%
PPVAX AMERICAN FUNDS PRESERVATION PORT A 0.0%
Value ($000) $3 Shares 349 Est. Cost $9.36 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $3 Shares 4 Est. Cost $1009.56 Unrealized
CWGFX AMERICAN FUNDS CAPITAL WORLD GR&INC F1 0.0%
Value ($000) $3 Shares 48 Est. Cost $54.95 Unrealized
AT&T INC. 3.5 41 DUE 06/01/41 0.0%
Value ($000) $3 Shares 4,000 Est. Cost $0.78 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $3 Shares 90 Est. Cost $36.30 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $3 Shares 69 Est. Cost $27.10 Unrealized +48.0%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $3 Shares 20 Est. Cost $89.56 Unrealized +65.2%
FNDC SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 85 Est. Cost $37.64 Unrealized
AMFFX AMERICAN FUNDS AMERICAN MUTUAL F1 0.0%
Value ($000) $3 Shares 55 Est. Cost $47.54 Unrealized
SMMNY SIEMENS HEALTHINEERS A FUNSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.0%
Value ($000) $3 Shares 108 Est. Cost $28.67 Unrealized
AICFX AMERICAN FUNDS INVMT CO OF AMER F1 0.0%
Value ($000) $3 Shares 53 Est. Cost $50.14 Unrealized
VRREX VIRTUS DUFF & PHELPS REAL ESTATE SECS R6 0.0%
Value ($000) $3 Shares 151 Est. Cost $17.80 Unrealized
TROSX T. ROWE PRICE OVERSEAS STOCK 0.0%
Value ($000) $3 Shares 230 Est. Cost $13.90 Unrealized
DIFAX MFS DIVERSIFIED INCOME A 0.0%
Value ($000) $3 Shares 252 Est. Cost $12.66 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $3 Shares 156 Est. Cost $12.61 Unrealized
MLPX GLOBAL X FDS 0.0%
Value ($000) $3 Shares 58 Est. Cost $38.10 Unrealized
EES WISDOMTREE TR 0.0%
Value ($000) $3 Shares 60 Est. Cost $43.31 Unrealized
EWA ISHARES INC 0.0%
Value ($000) $3 Shares 116 Est. Cost $26.62 Unrealized
DIPSX DFA INFLATION-PROTECTED SECURITIES I 0.0%
Value ($000) $3 Shares 281 Est. Cost $10.49 Unrealized
FALN ISHARES TR 0.0%
Value ($000) $3 Shares 115 Est. Cost $26.82 Unrealized
JPMORGAN CHASE FINL 0 28 DUE 08/03/28 0.0%
Value ($000) $3 Shares 3,000 Est. Cost $0.88 Unrealized
KNF KNIFE RIVER CORP 0.0%
Value ($000) $3 Shares 35 Est. Cost $44.43 Unrealized +75.7%
DFSV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.34 Unrealized
SEMNX HARTFORD SCHRODERS EMERGING MKTS EQ I 0.0%
Value ($000) $3 Shares 171 Est. Cost $17.92 Unrealized
NFTY FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $3 Shares 47 Est. Cost $63.33 Unrealized
LCTU BLACKROCK ETF TRUST 0.0%
Value ($000) $3 Shares 48 Est. Cost $59.42 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $3 Shares 33 Est. Cost $73.92 Unrealized +10.3%
PFPMX PARNASSUS MID CAP INSTITUTIONAL 0.0%
Value ($000) $3 Shares 70 Est. Cost $37.24 Unrealized
JMVYX JPMORGAN MID CAP VALUE R6 0.0%
Value ($000) $3 Shares 73 Est. Cost $40.95 Unrealized
TIDAL TR II 0.0%
Value ($000) $3 Shares 337 Est. Cost $20.19 Unrealized
IXN ISHARES TR 0.0%
Value ($000) $3 Shares 36 Est. Cost $64.55 Unrealized
ODIYX INVESCO DISCOVERY Y 0.0%
Value ($000) $3 Shares 24 Est. Cost $123.79 Unrealized
JVLIX JHANCOCK DISCIPLINED VALUE I 0.0%
Value ($000) $3 Shares 115 Est. Cost $25.83 Unrealized
LSGRX LOOMIS SAYLES GROWTH Y 0.0%
Value ($000) $3 Shares 104 Est. Cost $26.10 Unrealized
FMB FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $3 Shares 57 Est. Cost $48.88 Unrealized
MEIIX MFS VALUE I 0.0%
Value ($000) $3 Shares 54 Est. Cost $51.50 Unrealized
DFSTX DFA US SMALL CAP I 0.0%
Value ($000) $3 Shares 60 Est. Cost $39.65 Unrealized
Z ZILLOW GROUP INC 0.0%
Value ($000) $3 Shares 46 Est. Cost $44.00 Unrealized +22.0%
ALTIUS RENEWABLE ROYAL F 0.0%
Value ($000) $3 Shares 336 Est. Cost $6.36 Unrealized
AMKBY A P MOELLER MAERSK A FSPONSORED ADR 1 ADR RE 0.005 ORD SHS 0.0%
Value ($000) $3 Shares 350 Est. Cost $8.75 Unrealized
GSK GSK PLC 0.0%
Value ($000) $3 Shares 71 Est. Cost $33.17 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $3 Shares 18 Est. Cost $124.88 Unrealized +21.5%
MESA AIR GROUP INC 0.0%
Value ($000) $3 Shares 2,390 Est. Cost $1.01 Unrealized
BFFAX AMERICAN FUNDS BOND FUND OF AMER F3 0.0%
Value ($000) $3 Shares 248 Est. Cost $11.63 Unrealized
FPNIX FPA NEW INCOME INSTL 0.0%
Value ($000) $3 Shares 287 Est. Cost $9.53 Unrealized
NQGAX NUVEEN GLOBAL EQUITY INCOME A 0.0%
Value ($000) $3 Shares 80 Est. Cost $29.22 Unrealized
ARSIX AMG RIVER ROAD SMALL CAP VALUE I 0.0%
Value ($000) $3 Shares 176 Est. Cost $16.29 Unrealized
CGC CANOPY GROWTH CORP 0.0%
Value ($000) $3 Shares 591 Est. Cost $8.59 Unrealized -29.5%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $3 Shares 18 Est. Cost $120.56 Unrealized +21.6%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $3 Shares 123 Est. Cost $21.59 Unrealized +13.0%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $307.84 Unrealized +38.6%
PRGFX T. ROWE PRICE GROWTH STOCK 0.0%
Value ($000) $3 Shares 27 Est. Cost $79.04 Unrealized
BARCLAYS BANK9.3996 26F DUE 04/14/26 0.0%
Value ($000) $3 Shares 3,000 Est. Cost $0.94 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $3 Shares 57 Est. Cost $48.63 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $422.74 Unrealized +13.6%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $3 Shares 38 Est. Cost $80.95 Unrealized -10.1%
POLIX POLEN GROWTH INSTITUTIONAL 0.0%
Value ($000) $3 Shares 59 Est. Cost $45.39 Unrealized
TSBRX NUVEEN CORE IMPACT BOND A 0.0%
Value ($000) $3 Shares 300 Est. Cost $9.00 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $3 Shares 44 Est. Cost $50.65 Unrealized +10.6%
PRHSX T. ROWE PRICE HEALTH SCIENCES 0.0%
Value ($000) $3 Shares 27 Est. Cost $84.35 Unrealized
OLO INC 0.0%
Value ($000) $3 Shares 543 Est. Cost $4.42 Unrealized
PATH UIPATH INC 0.0%
Value ($000) $3 Shares 210 Est. Cost $18.09 Unrealized -32.3%
HEI/A HEICO CORP NEW 0.0%
Value ($000) $3 Shares 13 Est. Cost $168.59 Unrealized +12.3%
TWO TWO HBRS INVT CORP 0.0%
Value ($000) $3 Shares 190 Est. Cost $13.52 Unrealized
PFORX PIMCO INTERNATIONAL BOND (USD-HDG) INSTL 0.0%
Value ($000) $3 Shares 259 Est. Cost $9.41 Unrealized
GFAFX AMERICAN FUNDS GROWTH FUND OF AMER F1 0.0%
Value ($000) $3 Shares 33 Est. Cost $65.33 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 48 Est. Cost $53.63 Unrealized
PSMT PRICESMART INC 0.0%
Value ($000) $3 Shares 28 Est. Cost $80.17 Unrealized +5.4%
SUSC ISHARES TR 0.0%
Value ($000) $3 Shares 108 Est. Cost $22.91 Unrealized
MOO VANECK ETF TRUST 0.0%
Value ($000) $3 Shares 34 Est. Cost $76.24 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $3 Shares 17 Est. Cost $135.85 Unrealized +7.0%
HDGFX HARTFORD DIVIDEND AND GROWTH F 0.0%
Value ($000) $3 Shares 69 Est. Cost $29.91 Unrealized
PWJZX PGIM JENNISON INTERNATIONAL OPPS Z 0.0%
Value ($000) $3 Shares 79 Est. Cost $32.37 Unrealized
ELD WISDOMTREE TR 0.0%
Value ($000) $3 Shares 91 Est. Cost $25.65 Unrealized
FNGAX FRANKLIN INTL GROWTH A 0.0%
Value ($000) $3 Shares 142 Est. Cost $16.87 Unrealized
ATUSF ALTIUS MINERALS CORP F 0.0%
Value ($000) $2 Shares 129 Est. Cost $13.04 Unrealized +27.8%
APHKX ARTISAN INTERNATIONAL VALUE INSTL 0.0%
Value ($000) $2 Shares 47 Est. Cost $42.98 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $2 Shares 98 Est. Cost $24.58 Unrealized
CFRUY COMPAGNIE FINANCIERE R FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS 0.0%
Value ($000) $2 Shares 154 Est. Cost $15.60 Unrealized
PRIDX T. ROWE PRICE INTERNATIONAL DISCOVERY 0.0%
Value ($000) $2 Shares 34 Est. Cost $57.50 Unrealized
DODFX DODGE & COX INTERNATIONAL STOCK I 0.0%
Value ($000) $2 Shares 43 Est. Cost $56.35 Unrealized
LII LENNOX INTL INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $484.91 Unrealized +16.1%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $272.45 Unrealized -4.8%
NVS NOVARTIS AG 0.0%
Value ($000) $2 Shares 21 Est. Cost $106.48 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $2 Shares 57 Est. Cost $32.14 Unrealized +19.1%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $242.08 Unrealized +10.8%
SPMB SPDR SER TR 0.0%
Value ($000) $2 Shares 107 Est. Cost $21.57 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $2 Shares 41 Est. Cost $54.71 Unrealized -1.7%
TDTF FLEXSHARES TR 0.0%
Value ($000) $2 Shares 100 Est. Cost $24.49 Unrealized
AISP AIRSHIP AI HLDGS INC 0.0%
Value ($000) $2 Shares 1,047 Est. Cost $3.67 Unrealized -11.7%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $351.74 Unrealized -13.3%
PROSHARES TR 0.0%
Value ($000) $2 Shares 116 Est. Cost $43.87 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $2 Shares 80 Est. Cost $23.61 Unrealized
NTDOY NINTENDO LTD FSPONSORED ADR 1 ADR REP 0.25 ORD SHS 0.0%
Value ($000) $2 Shares 179 Est. Cost $13.30 Unrealized
SII SPROTT INC 0.0%
Value ($000) $2 Shares 55 Est. Cost $33.17 Unrealized +24.7%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $2 Shares 11 Est. Cost $193.07 Unrealized +5.9%
EVVTY EVOLUTION AB FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $2 Shares 24 Est. Cost $104.29 Unrealized
PRIUX T. ROWE PRICE INTERNATIONAL STOCK I 0.0%
Value ($000) $2 Shares 110 Est. Cost $21.42 Unrealized
TKO TKO GROUP HOLDINGS INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $100.25 Unrealized +12.6%
FIMKX FIDELITY ADVISOR FOCUSED EMERGING MARKETS I 0.0%
Value ($000) $2 Shares 68 Est. Cost $34.19 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $262.93 Unrealized +1.1%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $2 Shares 2 Est. Cost $61.90 Unrealized +18.7%
OFLX OMEGA FLEX INC 0.0%
Value ($000) $2 Shares 46 Est. Cost $63.82 Unrealized -22.8%
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $2 Shares 56 Est. Cost $30.66 Unrealized
JENIX JENSEN QUALITY GROWTH I 0.0%
Value ($000) $2 Shares 34 Est. Cost $58.67 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $2 Shares 24 Est. Cost $79.92 Unrealized +4.8%
SIDNX HARTFORD SCHRODERS INTL MULTI-CP VAL I 0.0%
Value ($000) $2 Shares 208 Est. Cost $10.18 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $2 Shares 42 Est. Cost $55.17 Unrealized
UNILEVER PLC 0.0%
Value ($000) $2 Shares 34 Est. Cost $55.00 Unrealized
COO COOPER COS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $93.35 Unrealized +4.3%
ADSK AUTODESK INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $224.64 Unrealized +12.1%
PXNIX IMPAX INTERNATIONAL SUST ECON INSTL 0.0%
Value ($000) $2 Shares 191 Est. Cost $10.05 Unrealized
BZLFY BUNZL PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $2 Shares 46 Est. Cost $38.02 Unrealized
BAFWX BROWN ADVISORY SUSTAINABLE GROWTH I 0.0%
Value ($000) $2 Shares 39 Est. Cost $47.69 Unrealized
DSI ISHARES TR 0.0%
Value ($000) $2 Shares 20 Est. Cost $103.85 Unrealized
WELLS FARGO & 4.75 PFDPFD SER Z 0.0%
Value ($000) $2 Shares 100 Est. Cost $24.57 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $2 Shares 33 Est. Cost $50.72 Unrealized +11.0%
EFAV ISHARES TR 0.0%
Value ($000) $2 Shares 28 Est. Cost $76.71 Unrealized
ADDYY ADIDAS AG FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.0%
Value ($000) $2 Shares 16 Est. Cost $119.88 Unrealized
FEMB FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $2 Shares 73 Est. Cost $28.99 Unrealized
EXPGY EXPERIAN PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $2 Shares 40 Est. Cost $46.65 Unrealized
JBLU JETBLUE AWYS CORP 0.0%
Value ($000) $2 Shares 319 Est. Cost $10.56 Unrealized -46.6%
EAGG ISHARES TR 0.0%
Value ($000) $2 Shares 43 Est. Cost $46.81 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $247.04 Unrealized +6.5%
DDD 3-D SYS CORP DEL 0.0%
Value ($000) $2 Shares 733 Est. Cost $7.70 Unrealized -62.6%
NWSA NEWS CORP NEW 0.0%
Value ($000) $2 Shares 78 Est. Cost $25.55 Unrealized +5.3%
EXPO EXPONENT INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $88.07 Unrealized +16.4%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $2 Shares 1 Est. Cost $1578.70 Unrealized +19.2%
BFRIX BLACKROCK FLOATING RATE INCOME INSTL 0.0%
Value ($000) $2 Shares 211 Est. Cost $9.73 Unrealized
AHTFX AMERICAN FUNDS AMERICAN HIGH-INC F1 0.0%
Value ($000) $2 Shares 206 Est. Cost $9.03 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $2 Shares 16 Est. Cost $106.19 Unrealized
CPBYX INVESCO CORE PLUS BOND Y 0.0%
Value ($000) $2 Shares 215 Est. Cost $9.47 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $2 Shares 35 Est. Cost $67.14 Unrealized -23.8%
CISMX CLARKSTON PARTNERS INSTITUTIONAL 0.0%
Value ($000) $2 Shares 138 Est. Cost $14.51 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $2 Shares 10 Est. Cost $186.56 Unrealized +3.3%
CPER UNITED STS COMMODITY INDEX F 0.0%
Value ($000) $2 Shares 70 Est. Cost $27.21 Unrealized
MYSIX VICTORY TRIVALENT INTERNATIONAL SM-CP Y 0.0%
Value ($000) $2 Shares 121 Est. Cost $16.36 Unrealized
UGSFX AMERICAN FUNDS US GOVERNMENT SEC F1 0.0%
Value ($000) $2 Shares 158 Est. Cost $11.62 Unrealized
ANDIX AQR INTERNATIONAL DEFENSIVE STYLE I 0.0%
Value ($000) $2 Shares 126 Est. Cost $13.10 Unrealized
DEMSX DFA EMERGING MARKETS SMALL CAP I 0.0%
Value ($000) $2 Shares 77 Est. Cost $25.18 Unrealized
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $2 Shares 37 Est. Cost $54.05 Unrealized -6.3%
HWDFX HARTFORD WORLD BOND F 0.0%
Value ($000) $2 Shares 188 Est. Cost $10.24 Unrealized
JPIB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $2 Shares 39 Est. Cost $44.95 Unrealized
POOL POOL CORP 0.0%
Value ($000) $2 Shares 5 Est. Cost $352.45 Unrealized -3.9%
T-MOBILE USA, INC 3.5 31 DUE 04/15/31 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $0.90 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $130.68 Unrealized +10.2%
UBVSX UNDISCOVERED MANAGERS BEHAVIORAL VAL I 0.0%
Value ($000) $2 Shares 21 Est. Cost $87.76 Unrealized
WW INTL INC 0.0%
Value ($000) $2 Shares 2,100 Est. Cost $2.92 Unrealized
NDSN NORDSON CORP 0.0%
Value ($000) $2 Shares 7 Est. Cost $246.44 Unrealized -2.8%
BSY BENTLEY SYS INC 0.0%
Value ($000) $2 Shares 36 Est. Cost $51.42 Unrealized -5.0%
PFXF VANECK ETF TRUST 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.65 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $2 Shares 9 Est. Cost $193.52 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP 0.0%
Value ($000) $2 Shares 66 Est. Cost $25.48 Unrealized +1.8%
SPCE VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $2 Shares 293 Est. Cost $18.13 Unrealized -63.1%
TRU TRANSUNION 0.0%
Value ($000) $2 Shares 17 Est. Cost $73.99 Unrealized +21.0%
DWGAX AMERICAN FUNDS DVLPG WLD GR&INC A 0.0%
Value ($000) $2 Shares 155 Est. Cost $9.59 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $235.79 Unrealized +18.4%
AGCO AGCO CORP 0.0%
Value ($000) $2 Shares 18 Est. Cost $111.19 Unrealized -17.7%
ALLE ALLEGION PLC 0.0%
Value ($000) $2 Shares 12 Est. Cost $121.01 Unrealized +7.8%
NNE NANO NUCLEAR ENERGY INC 0.0%
Value ($000) $2 Shares 121 Est. Cost $10.72 Unrealized +31.1%
CFJIX CALVERT US LARGE CAP VALUE RSPNB IDX I 0.0%
Value ($000) $2 Shares 50 Est. Cost $29.96 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $69.71 Unrealized +7.7%
HRB BLOCK H & R INC 0.0%
Value ($000) $2 Shares 27 Est. Cost $44.98 Unrealized +27.1%
GBIL GOLDMAN SACHS ETF TR 0.0%
Value ($000) $2 Shares 17 Est. Cost $100.28 Unrealized
SSEZY SSE PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $2 Shares 66 Est. Cost $25.74 Unrealized
ASMOX AQR SMALL CAP MOMENTUM STYLE I 0.0%
Value ($000) $2 Shares 74 Est. Cost $17.51 Unrealized
AIMOX AQR INTERNATIONAL MOMENTUM STYLE I 0.0%
Value ($000) $2 Shares 92 Est. Cost $16.15 Unrealized
BINC BLACKROCK ETF TRUST II 0.0%
Value ($000) $2 Shares 31 Est. Cost $52.46 Unrealized
WICVX WASATCH SMALL CAP VALUE INSTITUTIONAL 0.0%
Value ($000) $2 Shares 139 Est. Cost $10.34 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2 Shares 101 Est. Cost $17.75 Unrealized
USXF ISHARES TR 0.0%
Value ($000) $2 Shares 33 Est. Cost $46.58 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $126.35 Unrealized -2.7%
NEUROMETRIX INC 0.0%
Value ($000) $2 Shares 402 Est. Cost $3.60 Unrealized
HHDS HIGHLANDS REIT INC 0.0%
Value ($000) $2 Shares 4,922 Est. Cost $0.32 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $2 Shares 43 Est. Cost $35.11 Unrealized
HLLY HOLLEY INC 0.0%
Value ($000) $2 Shares 532 Est. Cost $3.90 Unrealized -14.1%
OGGFX JPMORGAN SMALL CAP GROWTH I 0.0%
Value ($000) $2 Shares 74 Est. Cost $20.64 Unrealized
ARKQ ARK ETF TR 0.0%
Value ($000) $2 Shares 25 Est. Cost $52.48 Unrealized
AMADY AMADEUS IT GROUP S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $2 Shares 21 Est. Cost $66.86 Unrealized
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $120.38 Unrealized +25.6%
TIDAL TR II 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.59 Unrealized
MIAYX AMERICAN FUNDS MULTI-SECTOR INCOME F-2 0.0%
Value ($000) $1 Shares 154 Est. Cost $9.31 Unrealized
IGF ISHARES TR 0.0%
Value ($000) $1 Shares 27 Est. Cost $46.74 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $108.94 Unrealized +50.5%
NRC NATIONAL RESH CORP 0.0%
Value ($000) $1 Shares 64 Est. Cost $30.83 Unrealized -26.7%
DFITX DFA INTERNATIONAL REAL ESTATE SEC I 0.0%
Value ($000) $1 Shares 359 Est. Cost $3.41 Unrealized
QID PROSHARES TR 0.0%
Value ($000) $1 Shares 40 Est. Cost $38.33 Unrealized
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 18 Est. Cost $74.06 Unrealized
OSK OSHKOSH CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $107.50 Unrealized -5.7%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $1 Shares 21 Est. Cost $84.00 Unrealized -13.5%
SOXX ISHARES TR 0.0%
Value ($000) $1 Shares 6 Est. Cost $226.00 Unrealized
GVTFX AMERICAN FUNDS US GOVERNMENT SEC F2 0.0%
Value ($000) $1 Shares 111 Est. Cost $11.67 Unrealized
BAB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 49 Est. Cost $25.29 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $1 Shares 19 Est. Cost $60.70 Unrealized -0.9%
GGB GERDAU SA 0.0%
Value ($000) $1 Shares 378 Est. Cost $4.48 Unrealized
NHHS NORTHSTAR HEALTHCARE INCOME INC 0.0%
Value ($000) $1 Shares 500 Est. Cost $0.86 Unrealized -8.0%
AEVA AEVA TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 400 Est. Cost $4.84 Unrealized -38.1%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $497.09 Unrealized -14.5%
EFC ELLINGTON FINANCIAL INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $13.80 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 27 Est. Cost $46.93 Unrealized
BFAFX AMERICAN FUNDS BOND FUND OF AMER F1 0.0%
Value ($000) $1 Shares 110 Est. Cost $11.28 Unrealized
SPSB SPDR SER TR 0.0%
Value ($000) $1 Shares 42 Est. Cost $29.69 Unrealized
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $1 Shares 18 Est. Cost $23.24 Unrealized +192.2%
HDB HDFC BANK LTD 0.0%
Value ($000) $1 Shares 20 Est. Cost $64.35 Unrealized
UEC URANIUM ENERGY CORP 0.0%
Value ($000) $1 Shares 200 Est. Cost $4.55 Unrealized +19.2%
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $77.78 Unrealized -7.1%
DQ DAQO NEW ENERGY CORP 0.0%
Value ($000) $1 Shares 60 Est. Cost $71.38 Unrealized
SSIAX 1919 SOCIALLY RESPONSIVE BALANCED A 0.0%
Value ($000) $1 Shares 39 Est. Cost $29.18 Unrealized
RDTE ROUNDHILL ETF TRUST 0.0%
Value ($000) $1 Shares 27 Est. Cost $44.70 Unrealized
VIOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $112.40 Unrealized
NVEC NVE CORP 0.0%
Value ($000) $1 Shares 15 Est. Cost $78.35 Unrealized +1.3%
CVS CVS HEALTH CORP 0.0%
Value ($000) $1 Shares 19 Est. Cost $64.57 Unrealized -14.5%
CSLLY CSL LTD FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.0%
Value ($000) $1 Shares 12 Est. Cost $98.50 Unrealized
AMR ALPHA METALLURGICAL RESOUR I 0.0%
Value ($000) $1 Shares 5 Est. Cost $366.74 Unrealized -30.3%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $82.13 Unrealized -22.2%
PLCE CHILDRENS PL INC NEW 0.0%
Value ($000) $1 Shares 72 Est. Cost $41.12 Unrealized -78.5%
CRON CRONOS GROUP INC 0.0%
Value ($000) $1 Shares 500 Est. Cost $3.12 Unrealized -26.6%
LBNYX LORD ABBETT BOND-DEBENTURE I 0.0%
Value ($000) $1 Shares 150 Est. Cost $7.23 Unrealized
ITOCY ITOCHU CORP FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $1 Shares 10 Est. Cost $79.42 Unrealized
INVESCO CAPITAL MARKET UNIT 502 MONTHLY CASH 0.0%
Value ($000) $1 Shares 12 Est. Cost $86.50 Unrealized
PNOPX PUTNAM SUSTAINABLE LEADERS A 0.0%
Value ($000) $1 Shares 8 Est. Cost $128.63 Unrealized
EUSB ISHARES TR 0.0%
Value ($000) $1 Shares 24 Est. Cost $42.54 Unrealized
TIDAL TR II 0.0%
Value ($000) $1 Shares 100 Est. Cost $13.59 Unrealized
TMSNY TEMENOS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $1 Shares 15 Est. Cost $69.20 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $1 Shares 3 Est. Cost $242.25 Unrealized +38.3%
RXO RXO INC 0.0%
Value ($000) $1 Shares 37 Est. Cost $21.43 Unrealized +31.8%
ABR ARBOR REALTY TRUST INC 0.0%
Value ($000) $1 Shares 67 Est. Cost $13.13 Unrealized
EVGO EVGO INC 0.0%
Value ($000) $1 Shares 250 Est. Cost $10.04 Unrealized -61.9%
IVOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $113.44 Unrealized
WRB BERKLEY W R CORP 0.0%
Value ($000) $1 Shares 18 Est. Cost $51.65 Unrealized +4.3%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $1 Shares 111 Est. Cost $23.34 Unrealized -64.5%
GOLDMAN SACHS BA 5.05 25CD FDIC INS DUE 04/22/25US 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $16.68 Unrealized
IAGG ISHARES TR 0.0%
Value ($000) $1 Shares 19 Est. Cost $56.21 Unrealized
DHLRX DIAMOND HILL LARGE CAP I 0.0%
Value ($000) $1 Shares 27 Est. Cost $36.44 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $240.75 Unrealized -1.9%
SJT SAN JUAN BASIN RTY TR 0.0%
Value ($000) $1 Shares 264 Est. Cost $6.98 Unrealized
MARB FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1 Shares 49 Est. Cost $19.79 Unrealized
NPFFX AMERICAN FUNDS NEW PERSPECTIVE F1 0.0%
Value ($000) $1 Shares 15 Est. Cost $51.73 Unrealized
BANC BANC OF CALIFORNIA INC 0.0%
Value ($000) $1 Shares 65 Est. Cost $11.64 Unrealized +14.8%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $1 Shares 40 Est. Cost $23.72 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $1 Shares 89 Est. Cost $7.47 Unrealized
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $271.44 Unrealized -17.0%
DOW DOW INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $48.83 Unrealized -1.9%
JOBY JOBY AVIATION INC 0.0%
Value ($000) $1 Shares 184 Est. Cost $4.98 Unrealized +9.3%
USRT ISHARES TR 0.0%
Value ($000) $1 Shares 15 Est. Cost $61.60 Unrealized
AEGFX AMERICAN FUNDS EUROPACIFIC GROWTH F1 0.0%
Value ($000) $1 Shares 15 Est. Cost $51.33 Unrealized
NWS NEWS CORP NEW 0.0%
Value ($000) $1 Shares 33 Est. Cost $26.33 Unrealized +6.1%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $1 Shares 103 Est. Cost $12.01 Unrealized
TFSL TFS FINL CORP 0.0%
Value ($000) $1 Shares 71 Est. Cost $10.93 Unrealized +6.6%
ILMN ILLUMINA INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $112.18 Unrealized +10.0%
MLAB MESA LABS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $103.60 Unrealized +12.5%
FKRCX FRANKLIN GOLD AND PRECIOUS METALS A 0.0%
Value ($000) $1 Shares 40 Est. Cost $17.13 Unrealized
NYT NEW YORK TIMES CO 0.0%
Value ($000) $1 Shares 16 Est. Cost $46.09 Unrealized +14.7%
EISIX CARILLON CLARIVEST INTL STOCK I 0.0%
Value ($000) $1 Shares 35 Est. Cost $19.91 Unrealized
BCAB BIOATLA INC 0.0%
Value ($000) $1 Shares 500 Est. Cost $1.68 Unrealized 0.0%
OPTU ALTICE USA INC 0.0%
Value ($000) $1 Shares 355 Est. Cost $1.93 Unrealized 0.0%
RIO RIO TINTO PLC 0.0%
Value ($000) $1 Shares 12 Est. Cost $68.57 Unrealized
DMXF ISHARES TR 0.0%
Value ($000) $1 Shares 12 Est. Cost $67.42 Unrealized
NWG NATWEST GROUP PLC 0.0%
Value ($000) $1 Shares 92 Est. Cost $8.03 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $1 Shares 16 Est. Cost $53.00 Unrealized
ESGD ISHARES TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $84.20 Unrealized
QTUM ETF SER SOLUTIONS 0.0%
Value ($000) $1 Shares 13 Est. Cost $62.38 Unrealized
PVL PERMIANVILLE RTY TR 0.0%
Value ($000) $1 Shares 500 Est. Cost $2.50 Unrealized
GLOB GLOBANT S A 0.0%
Value ($000) $1 Shares 4 Est. Cost $176.27 Unrealized +9.6%
TSLL DIREXION SHS ETF TR 0.0%
Value ($000) $1 Shares 57 Est. Cost $13.82 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $65.09 Unrealized
TLPFY TELEPERFORMANCE SA FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.0%
Value ($000) $1 Shares 15 Est. Cost $52.60 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $63.06 Unrealized +8.3%
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $1 Shares 558 Est. Cost $10.00 Unrealized
ABAT AMERICAN BATTERY TECHNOLOGY 0.0%
Value ($000) $1 Shares 703 Est. Cost $2.50 Unrealized -58.3%
PULS PGIM ETF TR 0.0%
Value ($000) $1 Shares 15 Est. Cost $49.24 Unrealized
AIQ GLOBAL X FDS 0.0%
Value ($000) $1 Shares 20 Est. Cost $37.15 Unrealized
ARKG ARK ETF TR 0.0%
Value ($000) $1 Shares 29 Est. Cost $29.54 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $1 Shares 4 Est. Cost $175.25 Unrealized
JXI ISHARES TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $70.70 Unrealized
LSRCY LASERTEC CORP FUNSPONSORED ADR 1 ADR REPS 0.2 ORD SHS 0.0%
Value ($000) $1 Shares 21 Est. Cost $45.00 Unrealized
NATL NCR ATLEOS CORPORATION 0.0%
Value ($000) $1 Shares 24 Est. Cost $24.38 Unrealized +19.3%
AMBP ARDAGH METAL PACKAGING S A 0.0%
Value ($000) $1 Shares 180 Est. Cost $3.07 Unrealized 0.0%
CIBCX AMERICAN FUNDS CAPITAL INCOME BLDR C 0.0%
Value ($000) $1 Shares 9 Est. Cost $65.11 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $1 Shares 5 Est. Cost $94.61 Unrealized +35.7%
LVMUY LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS 0.0%
Value ($000) $1 Shares 4 Est. Cost $153.25 Unrealized
STM STMICROELECTRONICS N V 0.0%
Value ($000) $1 Shares 20 Est. Cost $37.94 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $1 Shares 7 Est. Cost $191.97 Unrealized -44.7%
OANIX OAKMARK INTERNATIONAL INSTITUTIONAL 0.0%
Value ($000) $1 Shares 21 Est. Cost $27.95 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 30 Est. Cost $27.08 Unrealized -27.2%
VTRS VIATRIS INC 0.0%
Value ($000) $1 Shares 48 Est. Cost $9.88 Unrealized +9.4%
GSIMX GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL 0.0%
Value ($000) $1 Shares 24 Est. Cost $18.07 Unrealized
TCEHY TENCENT HLDGS LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $1 Shares 10 Est. Cost $46.42 Unrealized
CAIXY CAIXABANK FSPONSORED ADR 0.333333333333 ORD SHS 0.0%
Value ($000) $1 Shares 274 Est. Cost $1.34 Unrealized
LCTD BLACKROCK ETF TRUST 0.0%
Value ($000) $1 Shares 11 Est. Cost $44.82 Unrealized
BE BLOOM ENERGY CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $19.54 Unrealized -39.3%
BYDDF BYD CO LTD ORDF 0.0%
Value ($000) $1 Shares 14 Est. Cost $10.68 Unrealized -7.5%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $278.40 Unrealized -15.2%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $1 Shares 6 Est. Cost $54.92 Unrealized +39.5%
JALGX JHANCOCK MULTIMANAGER LIFESTYLE GR A 0.0%
Value ($000) $0 Shares 33 Est. Cost $12.61 Unrealized
DASTY DASSAULT SYS S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $0 Shares 11 Est. Cost $37.82 Unrealized
UNITI GROUP INC 0.0%
Value ($000) $0 Shares 71 Est. Cost $5.58 Unrealized
PPRUY KERING S A FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS 0.0%
Value ($000) $0 Shares 14 Est. Cost $36.29 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 48 Est. Cost $11.64 Unrealized -32.9%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $15.63 Unrealized +26.0%
GRAB GRAB HOLDINGS LIMITED 0.0%
Value ($000) $0 Shares 98 Est. Cost $3.51 Unrealized -2.9%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $43.15 Unrealized +20.6%
PROSHARES TR 0.0%
Value ($000) $0 Shares 50 Est. Cost $29.36 Unrealized
WAB WABTEC 0.0%
Value ($000) $0 Shares 2 Est. Cost $158.48 Unrealized +2.8%
SCWFX AMERICAN FUNDS SMALLCAP WORLD F1 0.0%
Value ($000) $0 Shares 5 Est. Cost $70.20 Unrealized
GOGO GOGO INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $9.00 Unrealized -9.3%
CFIHX AMERICAN FUNDS CAPITAL INCOME BLDR F3 0.0%
Value ($000) $0 Shares 5 Est. Cost $56.00 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $73.75 Unrealized +42.4%
SPMD SPDR SER TR 0.0%
Value ($000) $0 Shares 6 Est. Cost $44.00 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 1 Est. Cost $181.24 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $0 Shares 25 Est. Cost $13.58 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $142.02 Unrealized -0.7%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $0 Shares 14 Est. Cost $19.86 Unrealized 0.0%
NIO NIO INC 0.0%
Value ($000) $0 Shares 46 Est. Cost $14.91 Unrealized
VXX BARCLAYS BANK PLC 0.0%
Value ($000) $0 Shares 6 Est. Cost $49.67 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $0 Shares 10 Est. Cost $26.84 Unrealized 0.0%
FMCC FEDERAL HOME LN MTG CORP 0.0%
Value ($000) $0 Shares 250 Est. Cost $1.38 Unrealized -13.1%
AMLIF AMERICAN LITHIUM CORP 0.0%
Value ($000) $0 Shares 500 Est. Cost $2.75 Unrealized -83.7%
WAFD WAFD INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $26.17 Unrealized +23.0%
ETHA ISHARES ETHEREUM TR 0.0%
Value ($000) $0 Shares 14 Est. Cost $19.64 Unrealized
SPYD SPDR SER TR 0.0%
Value ($000) $0 Shares 6 Est. Cost $40.67 Unrealized
FLUX FLUX PWR HLDGS INC 0.0%
Value ($000) $0 Shares 90 Est. Cost $4.58 Unrealized -26.5%
MRAAY MURATA MFG CO LTD FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.0%
Value ($000) $0 Shares 27 Est. Cost $9.81 Unrealized
OPRT OPORTUN FINL CORP 0.0%
Value ($000) $0 Shares 91 Est. Cost $3.03 Unrealized -4.2%
NVTS NAVITAS SEMICONDUCTOR CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $4.21 Unrealized -22.8%
IOVA IOVANCE BIOTHERAPEUTICS INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $11.64 Unrealized -18.6%
BBAI BIGBEAR AI HLDGS INC 0.0%
Value ($000) $0 Shares 160 Est. Cost $1.53 Unrealized -3.5%
GNMA PL 582022 7 32 DUE 07/15/32 0.0%
Value ($000) $0 Shares 37,500 Est. Cost $0.02 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $15.92 Unrealized +14.5%
SCYB SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $53.50 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $0 Shares 4 Est. Cost $40.46 Unrealized +6.0%
FUN SIX FLAGS ENTERTAINMENT CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $45.74 Unrealized 0.0%
LITHIUM AMERICAS ARGENTINA C 0.0%
Value ($000) $0 Shares 62 Est. Cost $6.32 Unrealized
AMERIWEST LITHIUM INC F 0.0%
Value ($000) $0 Shares 1,666 Est. Cost $0.15 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.0%
Value ($000) $0 Shares 3 Est. Cost $63.00 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 14 Est. Cost $25.42 Unrealized -46.2%
ARBE ARBE ROBOTICS LTD 0.0%
Value ($000) $0 Shares 100 Est. Cost $7.50 Unrealized -72.7%
GNMA PL 002934M 7.5 30 DUE 06/20/30 0.0%
Value ($000) $0 Shares 250,000 Est. Cost $0.00 Unrealized
M MACYS INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $8.56 Unrealized +89.8%
RILY B. RILEY FINANCIAL INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $67.70 Unrealized -83.6%
BLAGF BLUE LAGOON RES INC F 0.0%
Value ($000) $0 Shares 1,973 Est. Cost $0.40 Unrealized -78.3%
FIFAX AMERICAN FUNDS INCOME FUND OF AMER F3 0.0%
Value ($000) $0 Shares 7 Est. Cost $23.08 Unrealized
PENN PENN ENTERTAINMENT INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $31.61 Unrealized -39.8%
LAC LITHIUM AMERS CORP NEW 0.0%
Value ($000) $0 Shares 62 Est. Cost $7.45 Unrealized -65.9%
SDZNY SANDOZ GROUP AG FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $0 Shares 4 Est. Cost $36.25 Unrealized
ADNT ADIENT PLC 0.0%
Value ($000) $0 Shares 7 Est. Cost $32.44 Unrealized -29.5%
GNMA PL 002536M 7.5 28 DUE 01/20/28 0.0%
Value ($000) $0 Shares 250,000 Est. Cost $0.00 Unrealized
FANGDD NETWORK GROUP LTD 0.0%
Value ($000) $0 Shares 50 Est. Cost $3.10 Unrealized
AA ALCOA CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $33.52 Unrealized 0.0%
GNMA PL 781079 7.5 29 DUE 08/15/29 0.0%
Value ($000) $0 Shares 250,000 Est. Cost $0.00 Unrealized
CNXT VANECK ETF TRUST 0.0%
Value ($000) $0 Shares 5 Est. Cost $21.40 Unrealized
LILMF LILIUM N V 0.0%
Value ($000) $0 Shares 180 Est. Cost $0.94 Unrealized -13.9%
VOTE TCW ETF TRUST 0.0%
Value ($000) $0 Shares 2 Est. Cost $67.00 Unrealized
UBS UBS GROUP AG 0.0%
Value ($000) $0 Shares 4 Est. Cost $20.11 Unrealized +49.5%
BLPAX AMERICAN FUNDS MODERATE GR & INC A 0.0%
Value ($000) $0 Shares 6 Est. Cost $17.63 Unrealized
U UNITY SOFTWARE INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $77.58 Unrealized -77.7%
GAP GAP INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $19.92 Unrealized +6.6%
HBLFX HARTFORD BALANCED INCOME F 0.0%
Value ($000) $0 Shares 7 Est. Cost $14.14 Unrealized
QLD PROSHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $99.81 Unrealized
ECOR ELECTROCORE INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $4.48 Unrealized +37.4%
SICPQ SILVERGATE CAP CORP CLASS A 0.0%
Value ($000) $0 Shares 88 Est. Cost $42.93 Unrealized -98.2%
CORNERSTONE STRATEGIC VALUE 0.0%
Value ($000) $0 Shares 11 Est. Cost $8.31 Unrealized
CMCM CHEETAH MOBILE INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $2.33 Unrealized
GNL GLOBAL NET LEASE INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $10.30 Unrealized
ESML ISHARES TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $42.00 Unrealized
FBY TIDAL TR II 0.0%
Value ($000) $0 Shares 4 Est. Cost $22.75 Unrealized
FVRR FIVERR INTL LTD 0.0%
Value ($000) $0 Shares 3 Est. Cost $25.04 Unrealized -3.3%
DNA GINKGO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $10.02 Unrealized 0.0%
VEREN INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $6.20 Unrealized
KULR TECHNOLOGY GROUP INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $2.17 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $1.78 Unrealized +139.3%
AMHYX INVESCO HIGH YIELD A 0.0%
Value ($000) $0 Shares 15 Est. Cost $3.40 Unrealized
AMC AMC ENTMT HLDGS INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $29.64 Unrealized -83.2%
UAA UNDER ARMOUR INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $7.96 Unrealized -6.5%
SQM SOCIEDAD QUIMICA Y MINERA DE 0.0%
Value ($000) $0 Shares 1 Est. Cost $40.75 Unrealized
WOBDX JPMORGAN CORE BOND I 0.0%
Value ($000) $0 Shares 4 Est. Cost $10.00 Unrealized
OVTZ OCULUS VISIONTECH INC F 0.0%
Value ($000) $0 Shares 957 Est. Cost $0.19 Unrealized -76.4%
SPIEF SPI ENERGY CO LTD 0.0%
Value ($000) $0 Shares 84 Est. Cost $1.80 Unrealized -79.5%
EMX EMX RTY CORP 0.0%
Value ($000) $0 Shares 20 Est. Cost $1.75 Unrealized
GORO GOLD RESOURCE CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.81 Unrealized -86.0%
GOEWQ CANOO INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $1.19 Unrealized
BLOZF CANNABIX TECHNOLOGIES F 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.28 Unrealized +26.9%
ENR ENERGIZER HLDGS INC NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $26.49 Unrealized +5.3%
SPHERE 3D CORP NEW 0.0%
Value ($000) $0 Shares 35 Est. Cost $1.94 Unrealized
ANIX ANIXA BIOSCIENCES INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $2.93 Unrealized +4.8%
GNMA PL 780454 7 26 DUE 10/15/26 0.0%
Value ($000) $0 Shares 100,000 Est. Cost $0.00 Unrealized
JCPUX JPMORGAN CORE PLUS BOND R6 0.0%
Value ($000) $0 Shares 3 Est. Cost $8.00 Unrealized
BED BATH & BEYO 3.749XXX MATURED 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.00 Unrealized
MSFKX MFS TOTAL RETURN R6 0.0%
Value ($000) $0 Shares 1 Est. Cost $22.00 Unrealized
CENN CENNTRO INC 0.0%
Value ($000) $0 Shares 17 Est. Cost $1.33 Unrealized +6.1%
BLACKROCK IMPACT MORTGAGE INV A 0.0%
Value ($000) $0 Shares 2 Est. Cost $9.00 Unrealized
FRCB FIRST REP BK SAN FRAN CA 0.0%
Value ($000) $0 Shares 1,400 Est. Cost $4.07 Unrealized -99.6%
IMTL IMAGE PROTECT INC 0.0%
Value ($000) $0 Shares 84,000 Est. Cost $0.00 Unrealized 0.0%
SVB FINL GROUP 0.0%
Value ($000) $0 Shares 1,351 Est. Cost $17.22 Unrealized
LUCID GROUP INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $2.66 Unrealized
BRVO BRAVO MULTINTNL INC 0.0%
Value ($000) $0 Shares 250 Est. Cost $0.05 Unrealized +18.6%
GRAL GRAIL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $16.22 Unrealized -6.5%
VERB TECHNOLOGY CO INC 0.0%
Value ($000) $0 Shares 257 Est. Cost $1.08 Unrealized
VSBGF VSBLTY GROUPE TECHNOLO F 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.22 Unrealized -76.1%
ESPORTS ENTERTAI 10 PFDCONV SER A DUE 11/16/26 0.0%
Value ($000) $0 Shares 200 Est. Cost $5.58 Unrealized
DESKTOP METAL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $4.00 Unrealized
SFIX STITCH FIX INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $5.68 Unrealized -31.5%
100000TH PUBLIX SUPER MAFLORIDA 0.0%
Value ($000) $0 Shares 58,340 Est. Cost $0.00 Unrealized
CWBHF CHARLOTTES WEB HLDGS I F 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.89 Unrealized -82.7%
SHARPLINK GAMING INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $1.50 Unrealized
TLLTF TILT HLDGS INC F 0.0%
Value ($000) $0 Shares 400 Est. Cost $0.02 Unrealized 0.0%
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $14.01 Unrealized -84.0%
XOS XOS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $9.38 Unrealized -41.2%
HLRTF HILLCREST ENERGY TECHN F 0.0%
Value ($000) $0 Shares 30 Est. Cost $0.21 Unrealized 0.0%
SKYE SKYE BIOSCIENCE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $7.75 Unrealized -27.6%
MULLEN AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $3.00 Unrealized
TCRT ALAUNOS THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $3.59 Unrealized 0.0%
BURGERFI INTERNATIONAL INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.80 Unrealized
CANOO INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $2.13 Unrealized
BIORA THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $3.00 Unrealized
TOGI TURNONGREEN INC 0.0%
Value ($000) $0 Shares 220 Est. Cost $0.02 Unrealized -65.1%
SOPHIRIS BIO INC F 0.0%
Value ($000) $0 Shares 1,600 Est. Cost Unrealized
ALBIREO PHARMA INC 0.0%
Value ($000) $0 Shares 150 Est. Cost Unrealized
VITFF VICTORIA GOLD CORP F 0.0%
Value ($000) $0 Shares 1,484 Est. Cost $0.41 Unrealized 0.0%
MATCHAAH HOLDINGS INC RESTRICTED SHARES 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
KBRIDGE ENERGY CORP F 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
ATCC AMERITRUST CORP 0.0%
Value ($000) $0 Shares 30 Est. Cost $0.00 Unrealized 0.0%
FUSION PHARMACEUTICALXXXCONTINGENT VALUE RIGHT EFF: 06/04/2024 0.0%
Value ($000) $0 Shares 395 Est. Cost Unrealized
FITX CREATIVE EDGE NUTRITION 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.00 Unrealized 0.0%
ION GEOPHYSICAL CORP XXXBANKRUPTCY EFF: 09/13/22 0.0%
Value ($000) $0 Shares 4,500 Est. Cost Unrealized
GSFI GREEN SOLAR UTIL HLDGS I 0.0%
Value ($000) $0 Shares 170 Est. Cost $0.00 Unrealized -88.0%
TOGIW TURNONGREEN INC 28 WTFWARRANTS EXP 06/26/28 0.0%
Value ($000) $0 Shares 220 Est. Cost Unrealized
METATRON INC NEW RESTRICTED SHARES 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
FISKER INC CLASS A 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
22ND CENTY GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized
ROGUE ONE INC RESTRICTED SHARES 0.0%
Value ($000) $0 Shares 28,663 Est. Cost Unrealized
CGYV CHINA ENERGY RECOVERY IN 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
CIRCA PIC & PROD CO 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
CIRCA PIC & PROD CO INTLRESTRICTED SHARES 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
MCOM MICROMOBILITY.COM INC CLASS A 0.0%
Value ($000) $0 Shares 3 Est. Cost $3.63 Unrealized -99.7%
GREEN STREAM HOLDINGS INRESTRICTED SHARES 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
MBLMF MOBILUM TECHNOLOGIES I F 0.0%
Value ($000) $0 Shares 40 Est. Cost $0.04 Unrealized -68.9%
MIRAGEN THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 500 Est. Cost Unrealized
STAB STATERA BIOPHARMA INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $1.07 Unrealized -100.0%
GENNQ GENESIS HEALTHCARE CLASS A 0.0%
Value ($000) $0 Shares 318 Est. Cost $0.00 Unrealized -61.9%
OZON HLDGS PLC FCORP ACT EFF: 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
PLX PHARMA INC. XXXBANKRUPTCY EFF: 10/02/23 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized