Vermillion Wealth Management, Inc. Quant / Systematic

CIK: 0001737012 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 23, 2025

Total Value ($000): $370,156 (100.0% shares, 0.0% debt)

Holdings (1,535)

DFUS DIMENSIONAL ETF TRUST 12.7%
Value ($000) $47,071 Shares 649,787 Est. Cost $63.91 Unrealized
BND VANGUARD BD INDEX FDS 6.4%
Value ($000) $23,585 Shares 317,127 Est. Cost $72.02 Unrealized
DFCF DIMENSIONAL ETF TRUST 5.6%
Value ($000) $20,749 Shares 485,235 Est. Cost $41.41 Unrealized
SWSBX SCHWAB SHORT-TERM BOND INDEX 4.1%
Value ($000) $15,242 Shares 1,572,943 Est. Cost $9.69 Unrealized
DFAI DIMENSIONAL ETF TRUST 3.1%
Value ($000) $11,330 Shares 311,702 Est. Cost $30.69 Unrealized
VGT VANGUARD WORLD FD 2.8%
Value ($000) $10,402 Shares 13,933 Est. Cost $631.99 Unrealized
DFGX DIMENSIONAL ETF TRUST 2.7%
Value ($000) $9,837 Shares 182,305 Est. Cost $52.54 Unrealized
DFAS DIMENSIONAL ETF TRUST 2.4%
Value ($000) $9,004 Shares 131,526 Est. Cost $64.65 Unrealized
DFUSX DFA US LARGE COMPANY I 1.8%
Value ($000) $6,695 Shares 150,884 Est. Cost $44.37 Unrealized
SNSXX SCHWAB US TREASURY MONEY INVESTOR 1.7%
Value ($000) $6,226 Shares 6,225,865 Est. Cost $1.00 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.6%
Value ($000) $5,909 Shares 27,383 Est. Cost $196.42 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.5%
Value ($000) $5,726 Shares 11,390 Est. Cost $461.73 Unrealized +4.9%
VTEAX VANGUARD TAX-EXEMPT BOND INDEX ADMIRAL 1.5%
Value ($000) $5,437 Shares 272,254 Est. Cost $19.97 Unrealized
DFAE DIMENSIONAL ETF TRUST 1.5%
Value ($000) $5,403 Shares 171,367 Est. Cost $26.28 Unrealized
SWPPX SCHWAB S&P 500 INDEX 1.2%
Value ($000) $4,580 Shares 265,191 Est. Cost $17.27 Unrealized
SWAGX SCHWAB US AGGREGATE BOND INDEX 1.2%
Value ($000) $4,576 Shares 506,228 Est. Cost $9.04 Unrealized
VFIAX VANGUARD 500 INDEX ADMIRAL 1.2%
Value ($000) $4,525 Shares 7,330 Est. Cost $617.33 Unrealized
SNOXX SCHWAB TREASURY OBLIG MONEY INV 1.2%
Value ($000) $4,381 Shares 4,380,889 Est. Cost $1.00 Unrealized
SWVXX SCHWAB PRIME ADVANTAGE MONEY INVESTOR 1.1%
Value ($000) $4,253 Shares 4,252,763 Est. Cost $1.00 Unrealized
SCHD SCHWAB STRATEGIC TR 1.0%
Value ($000) $3,876 Shares 141,965 Est. Cost $27.25 Unrealized
DFNM DIMENSIONAL ETF TRUST 1.0%
Value ($000) $3,694 Shares 76,998 Est. Cost $47.75 Unrealized
VOO VANGUARD INDEX FDS 0.9%
Value ($000) $3,342 Shares 5,457 Est. Cost $538.78 Unrealized
DMNBX DFA MN MUNICIPAL BOND INSTITUTIONAL 0.8%
Value ($000) $2,986 Shares 302,184 Est. Cost $9.88 Unrealized
SUTXX SCHWAB US TREASURY MONEY ULTRA 0.7%
Value ($000) $2,606 Shares 2,606,380 Est. Cost $1.00 Unrealized
VTWG VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $2,580 Shares 11,035 Est. Cost $209.65 Unrealized
AAPL APPLE INC 0.7%
Value ($000) $2,456 Shares 9,646 Est. Cost $234.51 Unrealized -3.8%
VTEB VANGUARD MUN BD FDS 0.6%
Value ($000) $2,321 Shares 46,353 Est. Cost $50.12 Unrealized
LLY ELI LILLY & CO 0.6%
Value ($000) $2,277 Shares 2,984 Est. Cost $816.85 Unrealized -9.1%
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $1,928 Shares 10,335 Est. Cost $138.38 Unrealized +25.9%
SCHX SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,731 Shares 65,730 Est. Cost $23.24 Unrealized
VYM VANGUARD WHITEHALL FDS 0.5%
Value ($000) $1,706 Shares 12,101 Est. Cost $128.22 Unrealized
VNQ VANGUARD INDEX FDS 0.4%
Value ($000) $1,605 Shares 17,560 Est. Cost $89.48 Unrealized
DFQTX DFA US CORE EQUITY 2 I 0.4%
Value ($000) $1,546 Shares 35,743 Est. Cost $43.24 Unrealized
SWTSX SCHWAB TOTAL STOCK MARKET INDEX 0.4%
Value ($000) $1,530 Shares 94,478 Est. Cost $16.19 Unrealized
DFSB DIMENSIONAL ETF TRUST 0.4%
Value ($000) $1,525 Shares 28,619 Est. Cost $51.32 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.4%
Value ($000) $1,415 Shares 36,697 Est. Cost $34.59 Unrealized
DHRIX DIAMOND HILL CORE BOND I 0.4%
Value ($000) $1,359 Shares 148,682 Est. Cost $9.14 Unrealized
DFSMX DFA SHORT TERM MUNICIPAL BOND I 0.4%
Value ($000) $1,322 Shares 129,710 Est. Cost $10.19 Unrealized
US TREASURY BILL25U S T BILL DUE 12/11/25 0.3%
Value ($000) $1,290 Shares 1,300,000 Est. Cost $0.99 Unrealized
SWTXX SCHWAB MUNICIPAL MONEY INV 0.3%
Value ($000) $1,261 Shares 1,261,086 Est. Cost $1.00 Unrealized
XEL XCEL ENERGY INC 0.3%
Value ($000) $1,256 Shares 15,573 Est. Cost $64.42 Unrealized +10.7%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $1,237 Shares 3,770 Est. Cost $290.06 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $1,211 Shares 2,539 Est. Cost $381.74 Unrealized +11.4%
VTWO VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,161 Shares 11,868 Est. Cost $89.33 Unrealized
US TREASU NT 2.375 04/26UST NOTE DUE 04/30/26 0.3%
Value ($000) $1,141 Shares 1,151,000 Est. Cost $0.99 Unrealized
SCOXX SCHWAB TREASURY OBLIG MONEY ULTRA 0.3%
Value ($000) $1,139 Shares 1,138,503 Est. Cost $1.00 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $1,133 Shares 1,701 Est. Cost $588.05 Unrealized
XME SPDR SERIES TRUST 0.3%
Value ($000) $1,121 Shares 12,025 Est. Cost $59.49 Unrealized
VIMAX VANGUARD MID CAP INDEX ADMIRAL 0.3%
Value ($000) $1,093 Shares 3,004 Est. Cost $363.69 Unrealized
DFSU DIMENSIONAL ETF TRUST 0.3%
Value ($000) $1,024 Shares 24,121 Est. Cost $38.04 Unrealized
MSFT MICROSOFT CORP 0.3%
Value ($000) $1,023 Shares 1,974 Est. Cost $424.34 Unrealized +19.9%
MINNESOTA ST 5 26GO UTX DUE 08/01/26 0.3%
Value ($000) $1,021 Shares 1,000,000 Est. Cost $1.02 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.2%
Value ($000) $869 Shares 14,933 Est. Cost $55.45 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $859 Shares 3,911 Est. Cost $205.34 Unrealized +10.2%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $853 Shares 3,027 Est. Cost $232.53 Unrealized
DFAPX DFA INVESTMENT GRADE I 0.2%
Value ($000) $853 Shares 83,232 Est. Cost $10.25 Unrealized
WMT WALMART INC 0.2%
Value ($000) $784 Shares 7,606 Est. Cost $85.80 Unrealized +15.7%
SCHG SCHWAB STRATEGIC TR 0.2%
Value ($000) $772 Shares 24,196 Est. Cost $28.25 Unrealized
PICK ISHARES INC 0.2%
Value ($000) $764 Shares 17,168 Est. Cost $36.19 Unrealized
DFIS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $735 Shares 23,239 Est. Cost $26.63 Unrealized
SCHR SCHWAB STRATEGIC TR 0.2%
Value ($000) $713 Shares 28,367 Est. Cost $24.29 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value ($000) $710 Shares 14,354 Est. Cost $49.17 Unrealized
VXUS VANGUARD STAR FDS 0.2%
Value ($000) $697 Shares 9,481 Est. Cost $62.07 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $691 Shares 8,243 Est. Cost $66.91 Unrealized +20.3%
ITA ISHARES TR 0.2%
Value ($000) $638 Shares 3,050 Est. Cost $145.34 Unrealized
HRL HORMEL FOODS CORP 0.2%
Value ($000) $631 Shares 25,503 Est. Cost $30.03 Unrealized -9.0%
DFXIX DFA DIVERSIFIED FIXED INCOME INSTL 0.2%
Value ($000) $630 Shares 67,134 Est. Cost $9.38 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $626 Shares 1,408 Est. Cost $325.96 Unrealized +6.4%
SCHZ SCHWAB STRATEGIC TR 0.2%
Value ($000) $619 Shares 26,362 Est. Cost $22.70 Unrealized
SWISX SCHWAB INTERNATIONAL INDEX 0.2%
Value ($000) $578 Shares 20,283 Est. Cost $28.51 Unrealized
ROSEMOUNT MINN 4 48GO UTX DUE 02/01/48OID 0.2%
Value ($000) $567 Shares 600,000 Est. Cost $0.95 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $553 Shares 16,864 Est. Cost $26.06 Unrealized
SWSSX SCHWAB SMALL CAP INDEX 0.1%
Value ($000) $548 Shares 13,885 Est. Cost $39.45 Unrealized
FTRNX FIDELITY TREND 0.1%
Value ($000) $541 Shares 2,593 Est. Cost $208.53 Unrealized
US TREASURY BILL25U S T BILL DUE 12/04/25 0.1%
Value ($000) $523 Shares 527,000 Est. Cost $0.99 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $516 Shares 22,182 Est. Cost $18.82 Unrealized
DREVX BNY MELLON LARGE CAP SECURITIES INC 0.1%
Value ($000) $502 Shares 24,123 Est. Cost $20.80 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $499 Shares 539 Est. Cost $925.17 Unrealized +3.4%
SCMIX COLUMBIA SELIGMAN TECH & INFO INST2 0.1%
Value ($000) $492 Shares 2,510 Est. Cost $196.21 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $490 Shares 1,743 Est. Cost $176.84 Unrealized +43.7%
US TREASUR NT 2.25 11/25UST NOTE DUE 11/15/25 0.1%
Value ($000) $489 Shares 490,000 Est. Cost $1.00 Unrealized
SOUTH WASHINGTON CN 4 42GO UTX DUE 02/01/42 0.1%
Value ($000) $488 Shares 500,000 Est. Cost $0.98 Unrealized
DFSTX DFA US SMALL CAP I 0.1%
Value ($000) $488 Shares 9,465 Est. Cost $51.54 Unrealized
DE DEERE & CO 0.1%
Value ($000) $486 Shares 1,063 Est. Cost $413.99 Unrealized +18.3%
DFSI DIMENSIONAL ETF TRUST 0.1%
Value ($000) $480 Shares 11,710 Est. Cost $35.59 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $462 Shares 25,351 Est. Cost $17.70 Unrealized
HILLS-BEAVER CREEK 4 40GO UTX DUE 02/01/40 0.1%
Value ($000) $455 Shares 450,000 Est. Cost $1.01 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $454 Shares 1,658 Est. Cost $245.53 Unrealized +10.1%
ELK RIVER MINN INDP 4 41GO UTX DUE 02/01/41 0.1%
Value ($000) $448 Shares 450,000 Est. Cost $1.00 Unrealized
FWMIX AMERICAN FUNDS WASHINGTON MUTUAL F3 0.1%
Value ($000) $443 Shares 6,622 Est. Cost $66.92 Unrealized
FRIAX FRANKLIN INCOME ADV 0.1%
Value ($000) $424 Shares 173,156 Est. Cost $2.45 Unrealized
ALLETE INC 0.1%
Value ($000) $422 Shares 6,359 Est. Cost $64.82 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $411 Shares 559 Est. Cost $588.44 Unrealized +26.3%
DGSIX DFA GLOBAL ALLOCATION 60/40 I 0.1%
Value ($000) $407 Shares 17,642 Est. Cost $23.06 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $405 Shares 1,665 Est. Cost $183.13 Unrealized +14.2%
US TREASU NT 4.875 11/25UST NOTE DUE 11/30/25 0.1%
Value ($000) $396 Shares 396,000 Est. Cost $1.00 Unrealized
FLRN SPDR SERIES TRUST 0.1%
Value ($000) $393 Shares 12,736 Est. Cost $30.79 Unrealized
DFWIX DFA WORLD EX US CORE EQUITY INSTL 0.1%
Value ($000) $379 Shares 23,236 Est. Cost $16.30 Unrealized
GLDM WORLD GOLD TR 0.1%
Value ($000) $378 Shares 4,942 Est. Cost $51.99 Unrealized
VAFIX INVESCO AMERICAN FRANCHISE Y 0.1%
Value ($000) $361 Shares 10,052 Est. Cost $35.92 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $355 Shares 741 Est. Cost $410.23 Unrealized
NINDX COLUMBIA LARGE CAP INDEX INST 0.1%
Value ($000) $350 Shares 5,784 Est. Cost $60.56 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $344 Shares 2,897 Est. Cost $115.21 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $340 Shares 6,376 Est. Cost $42.65 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $339 Shares 3,626 Est. Cost $75.79 Unrealized
WESLACO TEX IND 4.125 49GO UTX DUE 02/15/49OID 0.1%
Value ($000) $329 Shares 350,000 Est. Cost $0.94 Unrealized
DFIEX DFA INTERNATIONAL CORE EQUITY 2 I 0.1%
Value ($000) $326 Shares 16,721 Est. Cost $19.50 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $326 Shares 6,640 Est. Cost $39.13 Unrealized +20.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $325 Shares 3,411 Est. Cost $83.84 Unrealized +8.9%
NIXON-SMILEY TE 4.125 54GO UTX DUE 08/15/54OID 0.1%
Value ($000) $321 Shares 350,000 Est. Cost $0.92 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $321 Shares 480 Est. Cost $594.49 Unrealized
MINNEAPOLIS MINN SP 5 28GO UTX DUE 02/01/28 0.1%
Value ($000) $318 Shares 300,000 Est. Cost $1.06 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $309 Shares 515 Est. Cost $516.78 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $309 Shares 1,990 Est. Cost $145.50 Unrealized +4.7%
US TREASURY BILL25U S T BILL DUE 11/13/25 0.1%
Value ($000) $308 Shares 309,000 Est. Cost $1.00 Unrealized
MINNESOTA ST 4 37GO UTX DUE 09/01/37 0.1%
Value ($000) $305 Shares 300,000 Est. Cost $1.02 Unrealized
FYMNX NUVEEN MINNESOTA MUNICIPAL BOND I 0.1%
Value ($000) $302 Shares 28,500 Est. Cost $10.61 Unrealized
PRWCX T. ROWE PRICE CAPITAL APPRECIATION 0.1%
Value ($000) $302 Shares 7,881 Est. Cost $38.29 Unrealized
OSSEO MINN INDPT SC 4 40GO UTX DUE 02/01/40 0.1%
Value ($000) $299 Shares 300,000 Est. Cost $1.00 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $293 Shares 6,055 Est. Cost $46.48 Unrealized -0.3%
MANKATO MINN INDPT 4 43GO UTX DUE 02/01/43 0.1%
Value ($000) $290 Shares 300,000 Est. Cost $0.97 Unrealized
CHASKA MINN INDPT S 4 38GO UTX DUE 02/01/38 0.1%
Value ($000) $290 Shares 285,000 Est. Cost $1.02 Unrealized
DFSD DIMENSIONAL ETF TRUST 0.1%
Value ($000) $290 Shares 6,012 Est. Cost $46.88 Unrealized
PETTUS TEX INDPT SC 4 44GO UTX DUE 08/15/44OID 0.1%
Value ($000) $289 Shares 300,000 Est. Cost $0.96 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $288 Shares 3,039 Est. Cost $84.64 Unrealized +9.0%
V VISA INC 0.1%
Value ($000) $287 Shares 840 Est. Cost $298.94 Unrealized +15.5%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $285 Shares 1,019 Est. Cost $250.07 Unrealized +6.3%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $283 Shares 10,152 Est. Cost $25.86 Unrealized
GAFFX AMERICAN FUNDS GROWTH FUND OF AMER F3 0.1%
Value ($000) $278 Shares 3,163 Est. Cost $88.03 Unrealized
GEV GE VERNOVA INC 0.1%
Value ($000) $268 Shares 435 Est. Cost $386.97 Unrealized +56.5%
GLD SPDR GOLD TR 0.1%
Value ($000) $267 Shares 750 Est. Cost $242.13 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $261 Shares 7,833 Est. Cost $26.63 Unrealized
GIBBON MINN INDPT S 5 43GO UTX DUE 02/01/43 0.1%
Value ($000) $261 Shares 250,000 Est. Cost $1.05 Unrealized
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $254 Shares 805 Est. Cost $228.96 Unrealized +29.3%
FOLEY MINN INDPT SC 5 37GO UTX DUE 02/01/37 0.1%
Value ($000) $251 Shares 225,000 Est. Cost $1.12 Unrealized
PARK RAPIDS MINN IN 4 31GO UTX DUE 02/01/31 0.1%
Value ($000) $251 Shares 235,000 Est. Cost $1.07 Unrealized
RSIPX COLUMBIA DISCIPLINED CORE INST2 0.1%
Value ($000) $249 Shares 15,157 Est. Cost $16.41 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $246 Shares 838 Est. Cost $264.18 Unrealized
STILLWATER MINN IND 4 43GO UTX DUE 02/01/43 0.1%
Value ($000) $245 Shares 250,000 Est. Cost $0.98 Unrealized
DASSEL COKATO MINN 4 43GO UTX DUE 02/01/43 0.1%
Value ($000) $243 Shares 250,000 Est. Cost $0.97 Unrealized
MAPLE RIVER MINN IN 4 45GO UTX DUE 02/01/45 0.1%
Value ($000) $242 Shares 250,000 Est. Cost $0.97 Unrealized
TRI-VALLEY SCH DIST 4 46GO UTX DUE 07/15/46 0.1%
Value ($000) $240 Shares 250,000 Est. Cost $0.96 Unrealized
MINNESOTA ST 5 42GO UTX DUE 08/01/42 0.1%
Value ($000) $239 Shares 220,000 Est. Cost $1.09 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $238 Shares 2,662 Est. Cost $80.00 Unrealized
WHR WHIRLPOOL CORP 0.1%
Value ($000) $238 Shares 3,033 Est. Cost $110.34 Unrealized -16.8%
BOND PIMCO ETF TR 0.1%
Value ($000) $238 Shares 2,549 Est. Cost $90.42 Unrealized
SPLENDORA TEX IND 4.1 48GO UTX DUE 02/15/48 0.1%
Value ($000) $237 Shares 250,000 Est. Cost $0.95 Unrealized
WACONIA MINN INDPT 5 31GO UTX DUE 02/01/31 0.1%
Value ($000) $235 Shares 210,000 Est. Cost $1.12 Unrealized
VPU VANGUARD WORLD FD 0.1%
Value ($000) $231 Shares 1,220 Est. Cost $163.41 Unrealized
AUBREY TEX INDPT SC 4 49GO UTX DUE 02/15/49OID 0.1%
Value ($000) $231 Shares 250,000 Est. Cost $0.92 Unrealized
METROPOLITAN COUNCI 5 31DB UTX DUE 03/01/31 0.1%
Value ($000) $231 Shares 205,000 Est. Cost $1.12 Unrealized
SAUK RAPIDS MIN 4.125 41GO UTX DUE 02/01/41OID 0.1%
Value ($000) $230 Shares 230,000 Est. Cost $1.00 Unrealized
WALLER TEX INDPT SC 4 48GO UTX DUE 02/15/48OID 0.1%
Value ($000) $230 Shares 250,000 Est. Cost $0.92 Unrealized
WHITE BEAR LAKE MIN 5 28GO UTX DUE 02/01/28 0.1%
Value ($000) $228 Shares 215,000 Est. Cost $1.06 Unrealized
CADOTT WIS CMNT 4.125 43GO UTX DUE 03/01/43OID 0.1%
Value ($000) $227 Shares 235,000 Est. Cost $0.97 Unrealized
ST PAUL MINN INDPT 5 35GO UTX DUE 02/01/35 0.1%
Value ($000) $227 Shares 200,000 Est. Cost $1.13 Unrealized
CLOQUET MINN INDPT 5 34GO UTX DUE 02/01/34 0.1%
Value ($000) $227 Shares 200,000 Est. Cost $1.13 Unrealized
TONKA BAY MINN 4 34DB UTX DUE 02/01/34 0.1%
Value ($000) $226 Shares 215,000 Est. Cost $1.05 Unrealized
MORGAN STANLE 5.85 PFDPFD SER K 0.1%
Value ($000) $226 Shares 9,212 Est. Cost $24.49 Unrealized
PARK RAPIDS MINN IN 5 31GO UTX DUE 02/01/31 0.1%
Value ($000) $225 Shares 200,000 Est. Cost $1.13 Unrealized
HENNEPIN CNTY MINN 5 38GO UTX DUE 12/01/38 0.1%
Value ($000) $225 Shares 200,000 Est. Cost $1.12 Unrealized
RICE CNTY MINN 5 34GO UTX DUE 02/01/34 0.1%
Value ($000) $224 Shares 200,000 Est. Cost $1.12 Unrealized
KASSON & MANTORVILL 5 34GO UTX DUE 02/01/34 0.1%
Value ($000) $224 Shares 200,000 Est. Cost $1.12 Unrealized
ROCHESTER MINN INDP 5 36GO UTX DUE 02/01/36 0.1%
Value ($000) $223 Shares 200,000 Est. Cost $1.12 Unrealized
WILLMAR MINN 4 28DB UTX DUE 02/01/28 0.1%
Value ($000) $222 Shares 215,000 Est. Cost $1.03 Unrealized
CHISHOLM MINN INDPT 5 32GO UTX DUE 02/01/32 0.1%
Value ($000) $221 Shares 200,000 Est. Cost $1.10 Unrealized
SARTELL MINN INDPT 5 38GO UTX DUE 02/01/38 0.1%
Value ($000) $220 Shares 200,000 Est. Cost $1.10 Unrealized
MINNESOTA ST 5 30GO UTX DUE 08/01/30 0.1%
Value ($000) $220 Shares 200,000 Est. Cost $1.10 Unrealized
SARTELL MINN INDPT 5 39GO UTX DUE 02/01/39 0.1%
Value ($000) $219 Shares 200,000 Est. Cost $1.09 Unrealized
VTES VANGUARD WELLINGTON FD 0.1%
Value ($000) $219 Shares 2,144 Est. Cost $100.71 Unrealized
US TREASUR NT 2.5 02/26UST NOTE DUE 02/28/26 0.1%
Value ($000) $218 Shares 219,000 Est. Cost $0.99 Unrealized
WACONIA MINN INDPT 5 38GO UTX DUE 02/01/38 0.1%
Value ($000) $217 Shares 200,000 Est. Cost $1.09 Unrealized
FARIBAULT MINN INDP 5 29GO UTX DUE 02/01/29 0.1%
Value ($000) $217 Shares 200,000 Est. Cost $1.08 Unrealized
NUVEEN MINN QUALITY MUN INM 0.1%
Value ($000) $212 Shares 17,815 Est. Cost $12.31 Unrealized
WHITE BEAR LAKE MIN 4 32GO UTX DUE 02/01/32 0.1%
Value ($000) $210 Shares 200,000 Est. Cost $1.05 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.1%
Value ($000) $209 Shares 6,650 Est. Cost $24.86 Unrealized
VICTORIA MINN 4 36DB UTX DUE 02/01/36 0.1%
Value ($000) $207 Shares 200,000 Est. Cost $1.04 Unrealized
US TREASURY BILL25U S T BILL DUE 10/09/25 0.1%
Value ($000) $206 Shares 206,000 Est. Cost $1.00 Unrealized
FULDA MINN INDPT SC 4 37GO UTX DUE 02/01/37 0.1%
Value ($000) $204 Shares 200,000 Est. Cost $1.02 Unrealized
TODD MORRISON & STE 4 37GO UTX DUE 02/01/37 0.1%
Value ($000) $204 Shares 200,000 Est. Cost $1.02 Unrealized
MACCRAY MINN INDPT 4 27GO UTX DUE 02/01/27 0.1%
Value ($000) $204 Shares 200,000 Est. Cost $1.02 Unrealized
UNIVERSITY CENT ARK 5 32PUB EDUC DUE 11/01/32XTRO 0.1%
Value ($000) $203 Shares 200,000 Est. Cost $1.02 Unrealized
MANKATO MINN 4 38GO UTX DUE 02/01/38 0.1%
Value ($000) $203 Shares 200,000 Est. Cost $1.02 Unrealized
VFH VANGUARD WORLD FD 0.1%
Value ($000) $202 Shares 1,542 Est. Cost $118.35 Unrealized
VALDERS WIS AREA SC 4 38GO UTX DUE 04/01/38OID 0.1%
Value ($000) $202 Shares 200,000 Est. Cost $1.01 Unrealized
SHAKOPEE MINN INDPT 5 26GO UTX DUE 02/01/26 0.1%
Value ($000) $202 Shares 200,000 Est. Cost $1.01 Unrealized
ROSEMOUNT MINN 4 40GO UTX DUE 02/01/40 0.1%
Value ($000) $201 Shares 200,000 Est. Cost $1.01 Unrealized
RAMSEY CNTY MINN 4 27GO UTX DUE 02/01/27 0.1%
Value ($000) $201 Shares 200,000 Est. Cost $1.01 Unrealized
FARMINGTON MN ISD19 4 28GO UTX DUE 02/01/28 0.1%
Value ($000) $201 Shares 200,000 Est. Cost $1.01 Unrealized
HASTINGS MINN 4 26DB UTX DUE 02/01/26 0.1%
Value ($000) $201 Shares 200,000 Est. Cost $1.00 Unrealized
ROCHESTER MINN ELEC 4 27PWR UTIL DUE 12/01/27 0.1%
Value ($000) $201 Shares 200,000 Est. Cost $1.00 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $200 Shares 1,305 Est. Cost $165.61 Unrealized -6.5%
RIB LAKE WIS SCH 4.6 44GO UTX DUE 03/01/44 0.1%
Value ($000) $200 Shares 200,000 Est. Cost $1.00 Unrealized
RAMSEY CNTY MINN 4 43GO UTX DUE 02/01/43 0.1%
Value ($000) $200 Shares 200,000 Est. Cost $1.00 Unrealized
CASS LAKE MINN INDP 4 41GO UTX DUE 02/01/41 0.1%
Value ($000) $200 Shares 200,000 Est. Cost $1.00 Unrealized
RED LAKE CNTY MINN 4 41GO UTX DUE 02/01/41 0.1%
Value ($000) $200 Shares 200,000 Est. Cost $1.00 Unrealized
WATERVILLE-ELYSIAN- 4 42GO UTX DUE 02/01/42 0.1%
Value ($000) $199 Shares 200,000 Est. Cost $1.00 Unrealized
GRIMES IOWA 4.25 42GO UTX DUE 06/01/42 0.1%
Value ($000) $199 Shares 200,000 Est. Cost $1.00 Unrealized
SOUTH WASHINGTON CN 5 30GO UTX DUE 02/01/30 0.1%
Value ($000) $199 Shares 180,000 Est. Cost $1.11 Unrealized
CLARKSVILLE TENN 4.5 46GO UTX DUE 02/01/46 0.1%
Value ($000) $197 Shares 200,000 Est. Cost $0.99 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $197 Shares 654 Est. Cost $177.15 Unrealized +53.9%
DFSIX DFA US SUSTAINABILITY CORE 1 0.1%
Value ($000) $197 Shares 3,842 Est. Cost $51.19 Unrealized
COOK CNTY MINN INDP 4 42GO UTX DUE 02/01/42OID 0.1%
Value ($000) $196 Shares 200,000 Est. Cost $0.98 Unrealized
US TREASU NT 2.625 01/26UST NOTE DUE 01/31/26 0.1%
Value ($000) $196 Shares 197,000 Est. Cost $1.00 Unrealized
BUFFALO MINN INDPT 4 43GO UTX DUE 02/01/43 0.1%
Value ($000) $195 Shares 200,000 Est. Cost $0.98 Unrealized
INTERNTNL FALLS MIN 4 43GO UTX DUE 02/01/43 0.1%
Value ($000) $195 Shares 200,000 Est. Cost $0.98 Unrealized
NORTH POLK CMNT 4.125 44GO UTX DUE 06/01/44OID 0.1%
Value ($000) $195 Shares 200,000 Est. Cost $0.98 Unrealized
RICHARDSON TEX 4 42GO LTX DUE 02/15/42OID 0.1%
Value ($000) $195 Shares 200,000 Est. Cost $0.98 Unrealized
TRAVIS CNTY TEX 4 43GO LTX DUE 03/01/43OID 0.1%
Value ($000) $195 Shares 200,000 Est. Cost $0.97 Unrealized
BATTLE LAKE MINN IN 4 43GO UTX DUE 02/01/43 0.1%
Value ($000) $194 Shares 200,000 Est. Cost $0.97 Unrealized
GEORGETOWN TEX 4 43GO LTX DUE 08/15/43OID 0.1%
Value ($000) $193 Shares 200,000 Est. Cost $0.97 Unrealized
NORTHFIELD MINN IND 4 46GO UTX DUE 02/01/46OID 0.1%
Value ($000) $193 Shares 200,000 Est. Cost $0.97 Unrealized
CHANHASSEN MINN 4 47GO UTX DUE 02/01/47 0.1%
Value ($000) $193 Shares 200,000 Est. Cost $0.97 Unrealized
DALLAS TEX 4 43GO LTX DUE 02/15/43 0.1%
Value ($000) $193 Shares 200,000 Est. Cost $0.96 Unrealized
DENTON CNTY TEX 4 45GO LTX DUE 07/15/45OID 0.1%
Value ($000) $192 Shares 200,000 Est. Cost $0.96 Unrealized
FXAIX FIDELITY 500 INDEX 0.1%
Value ($000) $191 Shares 821 Est. Cost $233.00 Unrealized
LA PORTE TEX INDPT 4 45GO UTX DUE 02/15/45OID 0.1%
Value ($000) $191 Shares 200,000 Est. Cost $0.96 Unrealized
FORT BEND CNTY TEX 4 41GO UTX DUE 09/01/41OID 0.1%
Value ($000) $190 Shares 200,000 Est. Cost $0.95 Unrealized
NORTHWEST WILLIAMSO 4 41GO UTX DUE 08/15/41OID 0.1%
Value ($000) $190 Shares 200,000 Est. Cost $0.95 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $190 Shares 860 Est. Cost $216.14 Unrealized +3.5%
WASHBURN WIS 4 42GO UTX DUE 06/01/42 0.1%
Value ($000) $188 Shares 200,000 Est. Cost $0.94 Unrealized
IGM ISHARES TR 0.1%
Value ($000) $187 Shares 1,488 Est. Cost $104.71 Unrealized
COLONY MUN UTIL DIS 4 42GO UTX DUE 08/15/42OID 0.1%
Value ($000) $187 Shares 200,000 Est. Cost $0.94 Unrealized
DEL VALLE TEX INDPT 4 47GO UTX DUE 06/15/47OID 0.1%
Value ($000) $186 Shares 200,000 Est. Cost $0.93 Unrealized
ARANSAS CNTY TEX IN 4 47GO UTX DUE 08/15/47OID 0.1%
Value ($000) $186 Shares 200,000 Est. Cost $0.93 Unrealized
ST CLAIR CNTY AL 4.25 53GO LTX DUE 02/01/53OID 0.1%
Value ($000) $186 Shares 200,000 Est. Cost $0.93 Unrealized
HOUSTON TEX 4.125 51GO LTX DUE 03/01/51OID XTRO 0.1%
Value ($000) $186 Shares 200,000 Est. Cost $0.93 Unrealized
CONRAD WEISER AREA 4 30GO LTX DUE 09/01/30 0.1%
Value ($000) $186 Shares 180,000 Est. Cost $1.03 Unrealized
TEXAS CITY TEX INDP 4 54GO UTX DUE 08/15/54 0.0%
Value ($000) $185 Shares 200,000 Est. Cost $0.92 Unrealized
SALADO TEX INDPT SC 4 49GO UTX DUE 02/15/49OID 0.0%
Value ($000) $184 Shares 200,000 Est. Cost $0.92 Unrealized
COOPERSVILLE AR 4.125 54GO UTX DUE 05/01/54OID 0.0%
Value ($000) $184 Shares 200,000 Est. Cost $0.92 Unrealized
NEW DIANA TEX I 4.125 54GO UTX DUE 02/15/54OID 0.0%
Value ($000) $184 Shares 200,000 Est. Cost $0.92 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $184 Shares 1,373 Est. Cost $113.33 Unrealized +15.2%
COLUMBIA TENN 4 50GO UTX DUE 12/01/50OID 0.0%
Value ($000) $182 Shares 200,000 Est. Cost $0.91 Unrealized
NATALIA TEX INDPT S 4 51GO UTX DUE 02/15/51 0.0%
Value ($000) $182 Shares 200,000 Est. Cost $0.91 Unrealized
SOUTH DAKOTA ST HEA 5 28SYST HLTH DUE 09/01/28XTRO 0.0%
Value ($000) $181 Shares 175,000 Est. Cost $1.04 Unrealized
WELLS FARGO BANK, 4.2 26CD FDIC INS DUE 04/15/26US 0.0%
Value ($000) $181 Shares 181,000 Est. Cost $1.00 Unrealized
MORRISON CNTY MINN 4 26DB UTX DUE 01/01/26 0.0%
Value ($000) $181 Shares 180,000 Est. Cost $1.00 Unrealized
KAUFMAN TEX IND 4.125 54GO UTX DUE 02/15/54OID 0.0%
Value ($000) $180 Shares 200,000 Est. Cost $0.90 Unrealized
VICTORIA TEX UTIL S 5 26WRSR UTIL DUE 12/01/26 0.0%
Value ($000) $180 Shares 175,000 Est. Cost $1.03 Unrealized
BA BOEING CO 0.0%
Value ($000) $179 Shares 830 Est. Cost $165.19 Unrealized +36.5%
ANNA TEX INDPT SCH 4 54GO UTX DUE 02/15/54OID 0.0%
Value ($000) $179 Shares 200,000 Est. Cost $0.89 Unrealized
WILLOW PT MUN UTIL 4 46GO UTX DUE 09/01/46OID 0.0%
Value ($000) $178 Shares 200,000 Est. Cost $0.89 Unrealized
THE BANK OF NEW 4.15 25CD FDIC INS DUE 10/08/25US 0.0%
Value ($000) $178 Shares 178,000 Est. Cost $1.00 Unrealized
FINSX FIDELITY ADVISOR NEW INSIGHTS I 0.0%
Value ($000) $176 Shares 3,435 Est. Cost $51.16 Unrealized
HANCOCK MINN 4 38DB UTX DUE 12/15/38 0.0%
Value ($000) $176 Shares 175,000 Est. Cost $1.00 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $173 Shares 933 Est. Cost $149.89 Unrealized +13.1%
GOLDMAN SACHS BA 3.95 26CD FDIC INS DUE 08/19/26US 0.0%
Value ($000) $172 Shares 172,000 Est. Cost $1.00 Unrealized
JOHNSTON IOWA 4 41GO UTX DUE 06/01/41 0.0%
Value ($000) $172 Shares 175,000 Est. Cost $0.98 Unrealized
FCLIX FIDELITY ADVISOR INDUSTRIALS I 0.0%
Value ($000) $172 Shares 2,818 Est. Cost $60.93 Unrealized
CORP PIMCO ETF TR 0.0%
Value ($000) $172 Shares 1,740 Est. Cost $95.08 Unrealized
BANK OF CHINA, NE 4.3 25CD FDIC INS DUE 11/17/25CN 0.0%
Value ($000) $171 Shares 171,000 Est. Cost $1.00 Unrealized
LAKEVILLE MINN INDP 5 32GO UTX DUE 02/01/32 0.0%
Value ($000) $171 Shares 150,000 Est. Cost $1.14 Unrealized
METROPOLITAN COUNCI 5 32GO UTX DUE 03/01/32 0.0%
Value ($000) $171 Shares 150,000 Est. Cost $1.14 Unrealized
VDE VANGUARD WORLD FD 0.0%
Value ($000) $170 Shares 1,352 Est. Cost $121.51 Unrealized
MINNESOTA ST 5 31GO UTX DUE 10/01/31 0.0%
Value ($000) $168 Shares 160,000 Est. Cost $1.05 Unrealized
DFTEX DFA INTERMEDIATE-TERM EXTND QLTY I 0.0%
Value ($000) $167 Shares 16,974 Est. Cost $9.86 Unrealized
PARKWAY BANK AND 4.3 26CD FDIC INS DUE 02/17/26US 0.0%
Value ($000) $167 Shares 167,000 Est. Cost $1.00 Unrealized
DFSE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $167 Shares 4,069 Est. Cost $33.45 Unrealized
HENNEPIN CNTY MINN 5 40GO UTX DUE 12/01/40 0.0%
Value ($000) $166 Shares 150,000 Est. Cost $1.10 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $165 Shares 9,033 Est. Cost $26.22 Unrealized -28.8%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $163 Shares 643 Est. Cost $239.57 Unrealized
ARMSTRONG CNTY PA 5 26GO UTX DUE 06/01/26 0.0%
Value ($000) $162 Shares 160,000 Est. Cost $1.01 Unrealized
TBCIX T. ROWE PRICE BLUE CHIP GROWTH I 0.0%
Value ($000) $162 Shares 740 Est. Cost $218.33 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $160 Shares 692 Est. Cost $177.41 Unrealized +13.8%
KOOCHICHING CNTY MI 5 34GO UTX DUE 02/01/34 0.0%
Value ($000) $156 Shares 140,000 Est. Cost $1.12 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $156 Shares 312 Est. Cost $527.20 Unrealized -15.0%
VSMAX VANGUARD SMALL CAP INDEX ADMIRAL SHARES 0.0%
Value ($000) $155 Shares 1,274 Est. Cost $121.81 Unrealized
COOK CNTY MINN 4.125 45GO UTX DUE 02/01/45OID 0.0%
Value ($000) $155 Shares 160,000 Est. Cost $0.97 Unrealized
CARVER & SIBLEY CNT 4 31GO UTX DUE 02/01/31 0.0%
Value ($000) $154 Shares 150,000 Est. Cost $1.03 Unrealized
SAUK RAPIDS MIN 4.125 39GO UTX DUE 02/01/39 0.0%
Value ($000) $153 Shares 150,000 Est. Cost $1.02 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $153 Shares 631 Est. Cost $220.81 Unrealized
SARTELL MINN 4 38DB UTX DUE 02/01/38OID 0.0%
Value ($000) $152 Shares 150,000 Est. Cost $1.02 Unrealized
RED LAKE CNTY MINN 4 39GO UTX DUE 02/01/39 0.0%
Value ($000) $152 Shares 150,000 Est. Cost $1.01 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $152 Shares 4,863 Est. Cost $31.36 Unrealized
TWDAX TEMPLETON WORLD ADV 0.0%
Value ($000) $151 Shares 7,740 Est. Cost $19.52 Unrealized
U.S. BANK NTNL ASSO 4 26CD FDIC INS DUE 04/15/26US 0.0%
Value ($000) $151 Shares 151,000 Est. Cost $1.00 Unrealized
MINNESOTA ST 5 44GO UTX DUE 08/01/44 0.0%
Value ($000) $150 Shares 140,000 Est. Cost $1.07 Unrealized
WELLS FARGO BANK, 4.3 26CD FDIC INS DUE 05/05/26US 0.0%
Value ($000) $148 Shares 148,000 Est. Cost $1.00 Unrealized
JORDAN MINN INDPT S 4 42GO UTX DUE 02/01/42OID 0.0%
Value ($000) $148 Shares 150,000 Est. Cost $0.99 Unrealized
GLENCOE-SILVERLAKE 4 42GO UTX DUE 02/01/42 0.0%
Value ($000) $147 Shares 150,000 Est. Cost $0.98 Unrealized
CUMBERLAND WIS SCH 4 41GO UTX DUE 03/01/41OID 0.0%
Value ($000) $146 Shares 150,000 Est. Cost $0.97 Unrealized
ST PETER MINN INDPT 4 45GO UTX DUE 02/01/45OID 0.0%
Value ($000) $145 Shares 150,000 Est. Cost $0.97 Unrealized
NEW CANEY TEX M 4.375 48GO UTX DUE 04/01/48OID 0.0%
Value ($000) $144 Shares 150,000 Est. Cost $0.96 Unrealized
DONNA TEX INDPT 4.25 49GO UTX DUE 02/15/49OID 0.0%
Value ($000) $144 Shares 150,000 Est. Cost $0.96 Unrealized
HLIEX JPMORGAN EQUITY INCOME I 0.0%
Value ($000) $143 Shares 5,395 Est. Cost $26.46 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $143 Shares 486 Est. Cost $253.52 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $142 Shares 509 Est. Cost $197.49 Unrealized
MILFORD IOWA 4 44GO UTX DUE 06/01/44OID 0.0%
Value ($000) $142 Shares 150,000 Est. Cost $0.95 Unrealized
CELINA TEX INDPT SC 4 54GO UTX DUE 02/15/54OID 0.0%
Value ($000) $142 Shares 155,000 Est. Cost $0.92 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $142 Shares 600 Est. Cost $230.22 Unrealized -3.1%
FORT BEND CNTY 4.375 45GO UTX DUE 07/01/45OID 0.0%
Value ($000) $141 Shares 150,000 Est. Cost $0.94 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $140 Shares 568 Est. Cost $227.14 Unrealized
MINNESOTA ST 5 25DB UTX DUE 10/01/25 0.0%
Value ($000) $140 Shares 140,000 Est. Cost $1.00 Unrealized
PAMPA TEX INDPT SCH 4 54GO UTX DUE 08/15/54OID 0.0%
Value ($000) $139 Shares 155,000 Est. Cost $0.90 Unrealized
LIBERTY HILL TEX IN 4 49GO UTX DUE 02/01/49OID 0.0%
Value ($000) $138 Shares 150,000 Est. Cost $0.92 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $138 Shares 340 Est. Cost $397.26 Unrealized -2.0%
BRAINERD MINN INDPT 4 30GO UTX DUE 02/01/30 0.0%
Value ($000) $136 Shares 130,000 Est. Cost $1.04 Unrealized
SEEGX JPMORGAN LARGE CAP GROWTH I 0.0%
Value ($000) $135 Shares 1,455 Est. Cost $92.70 Unrealized
DTCPX DFA TARGETED CREDIT INSTITUTIONAL 0.0%
Value ($000) $134 Shares 13,919 Est. Cost $9.66 Unrealized
CROSS RIVER BANK 5.45 25CD FDIC INS DUE 10/31/25US 0.0%
Value ($000) $134 Shares 134,000 Est. Cost $1.00 Unrealized
IRONDALE ALA 4 53GO UTX DUE 10/01/53OID 0.0%
Value ($000) $134 Shares 150,000 Est. Cost $0.89 Unrealized
TRAVIS CNTY TEX MUN 4 47GO UTX DUE 09/01/47OID 0.0%
Value ($000) $133 Shares 150,000 Est. Cost $0.89 Unrealized
TRAVIS CNTY TEX MUN 4 48GO UTX DUE 09/01/48OID 0.0%
Value ($000) $132 Shares 150,000 Est. Cost $0.88 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $131 Shares 1,011 Est. Cost $145.82 Unrealized -2.9%
BELGRADE BROOTEN EL 4 27GO UTX DUE 02/01/27 0.0%
Value ($000) $131 Shares 130,000 Est. Cost $1.00 Unrealized
STILLWATER MINN IND 5 38GO UTX DUE 02/01/38 0.0%
Value ($000) $130 Shares 120,000 Est. Cost $1.09 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $129 Shares 1,295 Est. Cost $94.63 Unrealized
NEW RICHLAND MINN I 4 32GO UTX DUE 02/01/32 0.0%
Value ($000) $129 Shares 120,000 Est. Cost $1.07 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $128 Shares 1,239 Est. Cost $99.53 Unrealized
DFEM DIMENSIONAL ETF TRUST 0.0%
Value ($000) $128 Shares 3,981 Est. Cost $26.89 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $127 Shares 5,106 Est. Cost $30.08 Unrealized -16.2%
MINNESOTA ST 5 27GO UTX DUE 10/01/27 0.0%
Value ($000) $126 Shares 120,000 Est. Cost $1.05 Unrealized
CONROE TEX INDPT SC 4 47GO UTX DUE 02/15/47 0.0%
Value ($000) $126 Shares 135,000 Est. Cost $0.93 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $125 Shares 1,928 Est. Cost $53.05 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $125 Shares 2,600 Est. Cost $36.81 Unrealized +29.7%
SHE SPDR SERIES TRUST 0.0%
Value ($000) $125 Shares 978 Est. Cost $115.80 Unrealized
BAXTER MINN 5 27DB UTX DUE 02/01/27 0.0%
Value ($000) $124 Shares 120,000 Est. Cost $1.03 Unrealized
RIB LAKE WIS SCH 4.25 42GO UTX DUE 03/01/42OID 0.0%
Value ($000) $124 Shares 125,000 Est. Cost $0.99 Unrealized
MINNESOTA ST 5 28GO UTX DUE 08/01/28 0.0%
Value ($000) $124 Shares 115,000 Est. Cost $1.07 Unrealized
SIEGY SIEMENS A G FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.0%
Value ($000) $123 Shares 909 Est. Cost $135.01 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $122 Shares 12,191 Est. Cost $8.82 Unrealized
BUFFALO MINN INDPT 4 44GO UTX DUE 02/01/44 0.0%
Value ($000) $121 Shares 125,000 Est. Cost $0.97 Unrealized
DFCEX DFA EMERGING MARKETS CORE EQUITY 2 I 0.0%
Value ($000) $121 Shares 4,264 Est. Cost $28.33 Unrealized
DETROIT LAKES MINN 4 40GO UTX DUE 02/01/40 0.0%
Value ($000) $120 Shares 120,000 Est. Cost $1.00 Unrealized
VWINX VANGUARD WELLESLEY INCOME INV 0.0%
Value ($000) $120 Shares 4,581 Est. Cost $26.27 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $120 Shares 1,819 Est. Cost $50.36 Unrealized +22.0%
WELLS FARGO BANK 3.75 26CD FDIC INS DUE 09/11/26US 0.0%
Value ($000) $120 Shares 120,000 Est. Cost $1.00 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $120 Shares 462 Est. Cost $254.21 Unrealized
ADRIAN MINN INDPT S 4 41GO UTX DUE 02/01/41 0.0%
Value ($000) $118 Shares 115,000 Est. Cost $1.02 Unrealized
US TREASUR NT 4.25 05/35UST NOTE DUE 05/15/35 0.0%
Value ($000) $117 Shares 116,000 Est. Cost $1.01 Unrealized
GFSDX COLUMBIA DIVIDEND INCOME FUND S 0.0%
Value ($000) $117 Shares 3,167 Est. Cost $36.83 Unrealized
DFIGX DFA INTERMEDIATE GOVT FIXED-INCOME I 0.0%
Value ($000) $115 Shares 10,277 Est. Cost $11.22 Unrealized
AFOZX ALGER MID CAP FOCUS Z 0.0%
Value ($000) $115 Shares 5,336 Est. Cost $21.54 Unrealized
FHLB 5 33 DUE 10/17/33 0.0%
Value ($000) $115 Shares 115,000 Est. Cost $1.00 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $114 Shares 1,361 Est. Cost $96.31 Unrealized -15.9%
FCNTX FIDELITY CONTRAFUND 0.0%
Value ($000) $113 Shares 4,561 Est. Cost $24.76 Unrealized
MINNESOTA ST 5 28GO UTX DUE 08/01/28 0.0%
Value ($000) $113 Shares 105,000 Est. Cost $1.07 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $112 Shares 189 Est. Cost $569.01 Unrealized
FRIDLEY MINN INDPT 5 31GO UTX DUE 02/01/31 0.0%
Value ($000) $111 Shares 100,000 Est. Cost $1.11 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $111 Shares 455 Est. Cost $176.70 Unrealized +18.8%
MANKATO MINN INDPT 5 30GO UTX DUE 02/01/30 0.0%
Value ($000) $111 Shares 100,000 Est. Cost $1.11 Unrealized
MOUNTAIN LAKE MINN 2 25DB UTX DUE 12/15/25 0.0%
Value ($000) $110 Shares 110,000 Est. Cost $1.00 Unrealized
MINNESOTA ST 5 41GO UTX DUE 08/01/41 0.0%
Value ($000) $110 Shares 100,000 Est. Cost $1.10 Unrealized
GROWTH POOL 0.0%
Value ($000) $109 Shares 1,375 Est. Cost $79.03 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $108 Shares 363 Est. Cost $280.25 Unrealized
ST LOUIS PARK MINN 5 37GO UTX DUE 02/01/37 0.0%
Value ($000) $108 Shares 100,000 Est. Cost $1.08 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $108 Shares 1,280 Est. Cost $80.30 Unrealized
SARTELL MINN INDPT 5 42GO UTX DUE 02/01/42 0.0%
Value ($000) $107 Shares 100,000 Est. Cost $1.07 Unrealized
CF CF INDS HLDGS INC 0.0%
Value ($000) $107 Shares 1,189 Est. Cost $84.24 Unrealized +4.9%
MINNEAPOLIS MINN SP 5 42GO UTX DUE 02/01/42 0.0%
Value ($000) $107 Shares 100,000 Est. Cost $1.07 Unrealized
MORGAN STANLEY BANK 5 26CD FDIC INS DUE 03/23/26US 0.0%
Value ($000) $107 Shares 106,000 Est. Cost $1.01 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $107 Shares 945 Est. Cost $112.36 Unrealized -2.4%
BIRD ISLAND-OLIVIA- 5 43GO UTX DUE 02/01/43 0.0%
Value ($000) $107 Shares 100,000 Est. Cost $1.07 Unrealized
U.S. BANK NTNL A 4.45 25 CALLED @100 EFF: 10/01/2025 0.0%
Value ($000) $106 Shares 106,000 Est. Cost $1.00 Unrealized
ELK RIVER MINN INDP 5 28GO UTX DUE 02/01/28 0.0%
Value ($000) $106 Shares 100,000 Est. Cost $1.06 Unrealized
ST PAUL MINN INDPT 5 36GO UTX DUE 02/01/36 0.0%
Value ($000) $106 Shares 95,000 Est. Cost $1.11 Unrealized
DGTSX DFA GLOBAL ALLOCATION 25/75 I 0.0%
Value ($000) $105 Shares 7,329 Est. Cost $14.38 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value ($000) $104 Shares 489 Est. Cost $211.72 Unrealized
ITASCA CNTY MINN IN 5 30GO UTX DUE 02/01/30 0.0%
Value ($000) $103 Shares 100,000 Est. Cost $1.03 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $103 Shares 130 Est. Cost $582.95 Unrealized +26.1%
SWNTX SCHWAB TAX-FREE BOND 0.0%
Value ($000) $103 Shares 9,460 Est. Cost $10.88 Unrealized
FRIDLEY MINN INDP 4.5 45GO UTX DUE 02/01/45OID 0.0%
Value ($000) $103 Shares 105,000 Est. Cost $0.98 Unrealized
ROCK ISLAND CNTY IL 5 26MUNI BLDG DUE 12/01/26 0.0%
Value ($000) $103 Shares 100,000 Est. Cost $1.03 Unrealized
NEW LONDON SPICER M 4 36GO UTX DUE 02/01/36 0.0%
Value ($000) $103 Shares 100,000 Est. Cost $1.03 Unrealized
US TREASURY BILL26U S T BILL DUE 09/03/26 0.0%
Value ($000) $103 Shares 106,000 Est. Cost $0.97 Unrealized
FERRIS ST UNIV MICH 5 27PUB EDUC DUE 10/01/27 0.0%
Value ($000) $102 Shares 100,000 Est. Cost $1.02 Unrealized
NASHWAUK KEEWATIN M 4 37GO UTX DUE 02/01/37 0.0%
Value ($000) $102 Shares 100,000 Est. Cost $1.02 Unrealized
MUSCATINE IOWA PWR 4 27WTR UTIL DUE 12/01/27 0.0%
Value ($000) $102 Shares 100,000 Est. Cost $1.02 Unrealized
ANOKA-HENNEPIN MINN 4 29GO UTX DUE 02/01/29 0.0%
Value ($000) $102 Shares 100,000 Est. Cost $1.02 Unrealized
METROPOLITAN COUNCI 4 30DB UTX DUE 03/01/30 0.0%
Value ($000) $102 Shares 100,000 Est. Cost $1.02 Unrealized
HOPKINS MINN INDPT 4 29GO UTX DUE 02/01/29 0.0%
Value ($000) $102 Shares 100,000 Est. Cost $1.02 Unrealized
RAMSEY CNTY MINN 2 41GO UTX DUE 02/01/41OID 0.0%
Value ($000) $102 Shares 140,000 Est. Cost $0.73 Unrealized
LE SUEUR-HENDERSO 4.5 42GO UTX DUE 02/01/42OID 0.0%
Value ($000) $101 Shares 100,000 Est. Cost $1.01 Unrealized
JACKSON CNTY IND BL 4 28EXCISE TAX DUE 08/01/28 0.0%
Value ($000) $101 Shares 100,000 Est. Cost $1.01 Unrealized
SWANVILLE MINN 4.125 41GO UTX DUE 02/01/41OID 0.0%
Value ($000) $101 Shares 100,000 Est. Cost $1.01 Unrealized
ENTERPRISE BANK 4.15 25CD FDIC INS DUE 11/10/25US 0.0%
Value ($000) $101 Shares 101,000 Est. Cost $1.00 Unrealized
OPELIKA ALA UTILS B 4 26WTR UTIL DUE 06/01/26 0.0%
Value ($000) $101 Shares 100,000 Est. Cost $1.01 Unrealized
VIRGINIA MINN 5 26DB UTX DUE 02/01/26 0.0%
Value ($000) $101 Shares 100,000 Est. Cost $1.01 Unrealized
JACKSON CNTY MINN 4 40GO UTX DUE 02/01/40 0.0%
Value ($000) $101 Shares 100,000 Est. Cost $1.01 Unrealized
SOUTHERN MINN MUN P 5 27PWR UTIL DUE 01/01/27 0.0%
Value ($000) $101 Shares 100,000 Est. Cost $1.01 Unrealized
MUNCIE IND SAN DIST 5 26SWR UTIL DUE 01/01/26 0.0%
Value ($000) $100 Shares 100,000 Est. Cost $1.00 Unrealized
DULUTH MINN INDPT S 4 27SCH COPS DUE 02/01/27 0.0%
Value ($000) $100 Shares 100,000 Est. Cost $1.00 Unrealized
DULUTH MINN INDPT S 4 28SCH COPS DUE 02/01/28 0.0%
Value ($000) $100 Shares 100,000 Est. Cost $1.00 Unrealized
SPRINGFIELD ILL 5 27GO UTX DUE 12/01/27 0.0%
Value ($000) $100 Shares 100,000 Est. Cost $1.00 Unrealized
MINNESOTA ST HIGHER 5 26PRIV EDUC DUE 12/01/26XTRO 0.0%
Value ($000) $100 Shares 100,000 Est. Cost $1.00 Unrealized
DFSPX DFA INTL SUSTAINABILITY CORE 1 0.0%
Value ($000) $100 Shares 6,430 Est. Cost $15.59 Unrealized
VALLEY NTNL BANK 3.95 26CD FDIC INS DUE 09/17/26US 0.0%
Value ($000) $100 Shares 100,000 Est. Cost $1.00 Unrealized
ST LOUIS CNTY MINN 5 27GO UTX DUE 12/01/27 0.0%
Value ($000) $100 Shares 95,000 Est. Cost $1.05 Unrealized
MORGAN STANLEY P 4.15 26CD FDIC INS DUE 03/18/26US 0.0%
Value ($000) $100 Shares 100,000 Est. Cost $1.00 Unrealized
CORPUS CHRISTI TEX 5 26 CALLED @100 EFF: 10/10/2025 0.0%
Value ($000) $100 Shares 100,000 Est. Cost $1.00 Unrealized
SWWXX SCHWAB AMT TAX-FREE MONEY INV 0.0%
Value ($000) $100 Shares 100,037 Est. Cost $1.00 Unrealized
ALASKA ST INTL ARPT 5 28 CALLED @100 EFF: 10/01/2025 0.0%
Value ($000) $100 Shares 100,000 Est. Cost $1.00 Unrealized
MINNESOTA ST HIGHER 4 25UNIV EDUC DUE 10/01/25XTRO 0.0%
Value ($000) $100 Shares 100,000 Est. Cost $1.00 Unrealized
SAFRA NTNL BANK O 3.7 26CD FDIC INS DUE 09/23/26US 0.0%
Value ($000) $100 Shares 100,000 Est. Cost $1.00 Unrealized
DFALX DFA LARGE CAP INTERNATIONAL I 0.0%
Value ($000) $100 Shares 3,006 Est. Cost $33.24 Unrealized
CRANE TEX INDPT 4.125 48GO UTX DUE 02/15/48OID 0.0%
Value ($000) $100 Shares 105,000 Est. Cost $0.95 Unrealized
T AT&T INC 0.0%
Value ($000) $100 Shares 3,533 Est. Cost $21.65 Unrealized +29.6%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $100 Shares 526 Est. Cost $174.57 Unrealized
JORDAN MINN INDPT S 4 41GO UTX DUE 02/01/41OID 0.0%
Value ($000) $100 Shares 100,000 Est. Cost $1.00 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $99 Shares 287 Est. Cost $446.08 Unrealized -33.0%
KERKHOVEN MURDOCK S 4 43GO UTX DUE 02/01/43 0.0%
Value ($000) $99 Shares 100,000 Est. Cost $0.99 Unrealized
ROSEMOUNT MINN 4 43GO UTX DUE 02/01/43OID 0.0%
Value ($000) $99 Shares 100,000 Est. Cost $0.99 Unrealized
SPRING GROVE MINN I 4 42GO UTX DUE 02/01/42 0.0%
Value ($000) $99 Shares 100,000 Est. Cost $0.99 Unrealized
FFAAX FRANKLIN GLOBAL ALLOCATION ADV 0.0%
Value ($000) $98 Shares 5,626 Est. Cost $17.49 Unrealized
US TREASUR NT 4.25 01/26UST NOTE DUE 01/31/26 0.0%
Value ($000) $98 Shares 98,000 Est. Cost $1.00 Unrealized
WESTONKA MINN INDPT 4 42GO UTX DUE 02/01/42 0.0%
Value ($000) $98 Shares 100,000 Est. Cost $0.98 Unrealized
CANBY MINN INDPT SC 4 42GO UTX DUE 02/01/42 0.0%
Value ($000) $98 Shares 100,000 Est. Cost $0.98 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $97 Shares 3,063 Est. Cost $31.44 Unrealized
PARK RAPIDS MINN 3.5 39GO UTX DUE 02/01/39OID 0.0%
Value ($000) $96 Shares 100,000 Est. Cost $0.96 Unrealized
SOUTH WASHINGTON CN 4 43GO UTX DUE 02/01/43 0.0%
Value ($000) $96 Shares 100,000 Est. Cost $0.96 Unrealized
SWMRX SCHWAB TARGET 2045 0.0%
Value ($000) $96 Shares 5,010 Est. Cost $19.18 Unrealized
SOUTH WASHINGTON CN 4 44GO UTX DUE 02/01/44OID 0.0%
Value ($000) $96 Shares 100,000 Est. Cost $0.96 Unrealized
GEORGETOWN TEX 4 44GO LTX DUE 08/15/44OID 0.0%
Value ($000) $96 Shares 100,000 Est. Cost $0.96 Unrealized
TEXAS CITY TEX INDP 4 45GO UTX DUE 08/15/45 0.0%
Value ($000) $96 Shares 100,000 Est. Cost $0.96 Unrealized
CFIHX AMERICAN FUNDS CAPITAL INCOME BLDR F3 0.0%
Value ($000) $96 Shares 1,209 Est. Cost $79.01 Unrealized
SOUTH WASHINGTON CN 5 28GO UTX DUE 02/01/28 0.0%
Value ($000) $95 Shares 90,000 Est. Cost $1.06 Unrealized
HOPKINS MINN 4 30DB UTX DUE 02/01/30 0.0%
Value ($000) $95 Shares 95,000 Est. Cost $1.00 Unrealized
PLYMOUTH MINN INTER 4 26SCH COPS DUE 02/01/26XTRO 0.0%
Value ($000) $95 Shares 95,000 Est. Cost $1.00 Unrealized
BARBERS HILL TEX 4.25 54GO UTX DUE 02/15/54OID 0.0%
Value ($000) $95 Shares 100,000 Est. Cost $0.95 Unrealized
WAVERLY MICH CMNTY 4 45GO UTX DUE 11/01/45OID 0.0%
Value ($000) $95 Shares 100,000 Est. Cost $0.95 Unrealized
MINNESOTA ST 2.95 27DB UTX DUE 08/01/27 0.0%
Value ($000) $95 Shares 95,000 Est. Cost $1.00 Unrealized
LAKE SHORE MICH PUB 4 46GO UTX DUE 11/01/46OID 0.0%
Value ($000) $95 Shares 100,000 Est. Cost $0.95 Unrealized
ST FRANCIS MINN 4 47GO UTX DUE 02/01/47OID 0.0%
Value ($000) $94 Shares 100,000 Est. Cost $0.94 Unrealized
CLIMAX-SCOTTS M 4.125 50GO UTX DUE 05/01/50OID 0.0%
Value ($000) $94 Shares 100,000 Est. Cost $0.94 Unrealized
TAUNTON MASS 4 48GO LTX DUE 03/01/48OID 0.0%
Value ($000) $94 Shares 100,000 Est. Cost $0.94 Unrealized
AFMBX AMERICAN FUNDS AMERICAN BALANCED F3 0.0%
Value ($000) $93 Shares 2,415 Est. Cost $38.60 Unrealized
NORFOLK MASS 4 50GO LTX DUE 04/01/50OID 0.0%
Value ($000) $93 Shares 100,000 Est. Cost $0.93 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $93 Shares 478 Est. Cost $176.58 Unrealized
BOWLING GREEN O 4.125 53GO UTX DUE 10/01/53OID 0.0%
Value ($000) $93 Shares 100,000 Est. Cost $0.93 Unrealized
CLARK CNTY NEV SCH 4 44GO LTX DUE 06/15/44OID 0.0%
Value ($000) $93 Shares 100,000 Est. Cost $0.93 Unrealized
CYPRESS-FAIRBANKS T 4 48GO UTX DUE 02/15/48OID 0.0%
Value ($000) $92 Shares 100,000 Est. Cost $0.92 Unrealized
PINE TREE TEX INDPT 4 49GO UTX DUE 02/15/49OID 0.0%
Value ($000) $92 Shares 100,000 Est. Cost $0.92 Unrealized
COLLINSVILLE TE 4.125 53GO UTX DUE 08/15/53OID 0.0%
Value ($000) $92 Shares 100,000 Est. Cost $0.92 Unrealized
WOODSBORO TEX I 4.125 53GO UTX DUE 08/15/53OID 0.0%
Value ($000) $92 Shares 100,000 Est. Cost $0.92 Unrealized
GONZALES TEX INDPT 4 49GO UTX DUE 08/01/49OID 0.0%
Value ($000) $92 Shares 100,000 Est. Cost $0.92 Unrealized
FORT WORTH TEX INDP 4 49GO UTX DUE 02/15/49OID 0.0%
Value ($000) $92 Shares 100,000 Est. Cost $0.92 Unrealized
ALVIN TEX INDPT SCH 4 51GO UTX DUE 02/15/51OID 0.0%
Value ($000) $91 Shares 100,000 Est. Cost $0.91 Unrealized
VTSAX VANGUARD TOTAL STOCK MKT IDX ADM 0.0%
Value ($000) $91 Shares 568 Est. Cost $159.81 Unrealized
MEDINA VALLEY TEX I 4 53GO UTX DUE 02/15/53OID 0.0%
Value ($000) $91 Shares 100,000 Est. Cost $0.91 Unrealized
FAYETTE CNTY KY BRD 4 49GO UTX DUE 04/01/49OID 0.0%
Value ($000) $90 Shares 100,000 Est. Cost $0.90 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $90 Shares 300 Est. Cost $248.46 Unrealized +11.1%
AMGN AMGEN INC 0.0%
Value ($000) $90 Shares 319 Est. Cost $286.05 Unrealized +0.2%
US TREASUR NT 4.25 10/25UST NOTE DUE 10/15/25 0.0%
Value ($000) $90 Shares 90,000 Est. Cost $1.00 Unrealized
CARROLLTON TEX FMRS 4 53GO UTX DUE 02/15/53OID 0.0%
Value ($000) $90 Shares 100,000 Est. Cost $0.90 Unrealized
CCASX CONESTOGA SMALL CAP INVESTORS 0.0%
Value ($000) $90 Shares 1,272 Est. Cost $70.48 Unrealized
FORT BEND CNTY 4.125 48GO UTX DUE 09/01/48OID 0.0%
Value ($000) $89 Shares 100,000 Est. Cost $0.89 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $89 Shares 269 Est. Cost $283.58 Unrealized +11.6%
VTC VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $89 Shares 1,139 Est. Cost $75.75 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $89 Shares 551 Est. Cost $144.08 Unrealized +12.0%
FEUPX AMERICAN FUNDS EUPAC F3 0.0%
Value ($000) $89 Shares 1,373 Est. Cost $64.59 Unrealized
SFCWX AMERICAN FUNDS SMALLCAP WORLD F3 0.0%
Value ($000) $88 Shares 1,144 Est. Cost $76.91 Unrealized
HENNEPIN CNTY MINN 5 28GO UTX DUE 12/01/28 0.0%
Value ($000) $87 Shares 80,000 Est. Cost $1.08 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $86 Shares 72 Est. Cost $85.55 Unrealized +42.7%
AEPFX AMERICAN FUNDS EUPAC F2 0.0%
Value ($000) $85 Shares 1,318 Est. Cost $64.28 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $85 Shares 1,072 Est. Cost $77.56 Unrealized
VST VISTRA CORP 0.0%
Value ($000) $84 Shares 431 Est. Cost $137.88 Unrealized +43.4%
CARLTON CNTY MINN 5 30GO UTX DUE 02/01/30 0.0%
Value ($000) $82 Shares 75,000 Est. Cost $1.10 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $82 Shares 1,025 Est. Cost $78.49 Unrealized
OSSEO MINN INDPT SC 4 44GO UTX DUE 02/01/44 0.0%
Value ($000) $81 Shares 85,000 Est. Cost $0.96 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $81 Shares 800 Est. Cost $65.38 Unrealized +44.0%
AVGO BROADCOM INC 0.0%
Value ($000) $81 Shares 246 Est. Cost $201.82 Unrealized +51.5%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $81 Shares 1,844 Est. Cost $39.44 Unrealized +7.7%
MORGAN STANLEY PR 4.5 27CD FDIC INS DUE 04/13/27US 0.0%
Value ($000) $81 Shares 80,000 Est. Cost $1.01 Unrealized
RUSSELL-TYLER-RUTHT 5 29GO UTX DUE 02/01/29 0.0%
Value ($000) $81 Shares 75,000 Est. Cost $1.08 Unrealized
FIDELITY ADVISOR CONSUMER DISCRET I 0.0%
Value ($000) $81 Shares 1,460 Est. Cost $55.39 Unrealized
ST LOUIS PARK M 1.625 35GO UTX DUE 02/01/35OID 0.0%
Value ($000) $81 Shares 100,000 Est. Cost $0.81 Unrealized
EAGLEBANK 4.65 26CD FDIC INS DUE 04/21/26US 0.0%
Value ($000) $80 Shares 80,000 Est. Cost $1.00 Unrealized
HOPKINS MINN 4 30DB UTX DUE 02/01/30 0.0%
Value ($000) $80 Shares 80,000 Est. Cost $1.00 Unrealized
MORGAN STANLEY P 4.15 26CD FDIC INS DUE 03/11/26US 0.0%
Value ($000) $80 Shares 80,000 Est. Cost $1.00 Unrealized
WHITE BEAR LAKE MIN 5 28GO UTX DUE 02/01/28 0.0%
Value ($000) $80 Shares 75,000 Est. Cost $1.06 Unrealized
TRUMAN MINN INDPT S 5 32GO UTX DUE 02/01/32 0.0%
Value ($000) $79 Shares 70,000 Est. Cost $1.13 Unrealized
VCR VANGUARD WORLD FD 0.0%
Value ($000) $79 Shares 199 Est. Cost $374.68 Unrealized
ANNANDALE MINN 5 46DB UTX DUE 02/01/46 0.0%
Value ($000) $78 Shares 75,000 Est. Cost $1.04 Unrealized
FIDZX FIDELITY ADVISOR INTL CAP APP Z 0.0%
Value ($000) $78 Shares 2,044 Est. Cost $38.11 Unrealized
IQLT ISHARES TR 0.0%
Value ($000) $78 Shares 1,754 Est. Cost $37.72 Unrealized
DOUGLAS CNTY MINN 5 27GO UTX DUE 02/01/27 0.0%
Value ($000) $77 Shares 75,000 Est. Cost $1.03 Unrealized
US TREASUR NT 4.5 07/26UST NOTE DUE 07/15/26 0.0%
Value ($000) $77 Shares 77,000 Est. Cost $1.01 Unrealized
WESTONKA MINN INDPT 4 44GO UTX DUE 02/01/44 0.0%
Value ($000) $77 Shares 80,000 Est. Cost $0.96 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $76 Shares 633 Est. Cost $103.38 Unrealized
COHEN & STEERS LTD DURATION 0.0%
Value ($000) $76 Shares 3,508 Est. Cost $20.94 Unrealized
GREENWAY INDPT SCH 4 27GO UTX DUE 02/01/27 0.0%
Value ($000) $75 Shares 75,000 Est. Cost $1.00 Unrealized
MINNESOTA ST 5 25DB UTX DUE 10/01/25 0.0%
Value ($000) $75 Shares 75,000 Est. Cost $1.00 Unrealized
US TREASURY 6.625 02/27UST BOND DUE 02/15/27 0.0%
Value ($000) $75 Shares 72,000 Est. Cost $1.04 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $75 Shares 789 Est. Cost $102.31 Unrealized -8.8%
VFTAX VANGUARD FTSE SOCIAL INDEX ADMIRAL 0.0%
Value ($000) $74 Shares 1,161 Est. Cost $64.14 Unrealized
ITASCA CNTY MINN 4 30GO UTX DUE 02/01/30 0.0%
Value ($000) $74 Shares 70,000 Est. Cost $1.05 Unrealized
IREN IREN LIMITED 0.0%
Value ($000) $74 Shares 1,567 Est. Cost $24.29 Unrealized 0.0%
STEWARTVILLE MINN I 4 30GO UTX DUE 02/01/30 0.0%
Value ($000) $73 Shares 70,000 Est. Cost $1.05 Unrealized
FSGGX FIDELITY GLOBAL EX US INDEX 0.0%
Value ($000) $72 Shares 3,955 Est. Cost $18.29 Unrealized
APPLE VALLEY MINN 4 44GO UTX DUE 12/15/44 0.0%
Value ($000) $72 Shares 75,000 Est. Cost $0.96 Unrealized
US TREASURY 2.5 02/45UST BOND DUE 02/15/45 0.0%
Value ($000) $72 Shares 100,000 Est. Cost $0.72 Unrealized
SNXFX SCHWAB 1000 INDEX 0.0%
Value ($000) $71 Shares 4,949 Est. Cost $14.42 Unrealized
INDEPENDENT BANK 4.2XXX MATURED US 0.0%
Value ($000) $71 Shares 71,000 Est. Cost $1.00 Unrealized
MMM 3M CO 0.0%
Value ($000) $71 Shares 457 Est. Cost $128.38 Unrealized +19.3%
CASS LAKE MINN INDP 5 37GO UTX DUE 02/01/37 0.0%
Value ($000) $71 Shares 65,000 Est. Cost $1.09 Unrealized
TODD MORRISON & STE 4 39GO UTX DUE 02/01/39 0.0%
Value ($000) $70 Shares 70,000 Est. Cost $1.01 Unrealized
WAVERLY MINN 3 26DB UTX DUE 02/01/26 0.0%
Value ($000) $70 Shares 70,000 Est. Cost $1.00 Unrealized
GREENSBORO N C E 3.25 45WRSR UTIL DUE 06/01/45OID 0.0%
Value ($000) $69 Shares 85,000 Est. Cost $0.82 Unrealized
STILLWATER MINN IND 5 28GO UTX DUE 02/01/28 0.0%
Value ($000) $69 Shares 65,000 Est. Cost $1.06 Unrealized
ST CLOUD MINN 5 28GO UTX DUE 02/01/28 0.0%
Value ($000) $69 Shares 65,000 Est. Cost $1.06 Unrealized
US TREASU NT 1.375 08/26UST NOTE DUE 08/31/26 0.0%
Value ($000) $69 Shares 70,000 Est. Cost $0.98 Unrealized
WHITE BEAR LAKE MIN 4 28GO UTX DUE 02/01/28 0.0%
Value ($000) $67 Shares 65,000 Est. Cost $1.04 Unrealized
SPYM SPDR SERIES TRUST 0.0%
Value ($000) $67 Shares 859 Est. Cost $72.69 Unrealized
BANK HAPOALIM B.M 4.9 26CD FDIC INS DUE 01/20/26IL 0.0%
Value ($000) $67 Shares 67,000 Est. Cost $1.00 Unrealized
FIMIX FIDELITY MINNESOTA MUNICIPAL INCOME 0.0%
Value ($000) $67 Shares 6,050 Est. Cost $11.10 Unrealized
COASTAL STATES BA 4.3 25CD FDIC INS DUE 10/14/25US 0.0%
Value ($000) $67 Shares 67,000 Est. Cost $1.00 Unrealized
UBS BANK USA 4.65 26CD FDIC INS DUE 07/17/26US 0.0%
Value ($000) $66 Shares 66,000 Est. Cost $1.01 Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $65 Shares 1,009 Est. Cost $54.23 Unrealized
WELLS FARGO BANK, 4.1 26CD FDIC INS DUE 05/20/26US 0.0%
Value ($000) $64 Shares 64,000 Est. Cost $1.00 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $64 Shares 143 Est. Cost $522.27 Unrealized -8.1%
SWYOX SCHWAB TARGET 2065 INDEX 0.0%
Value ($000) $63 Shares 4,344 Est. Cost $14.47 Unrealized
RWR SPDR SERIES TRUST 0.0%
Value ($000) $63 Shares 626 Est. Cost $98.93 Unrealized
IYT ISHARES TR 0.0%
Value ($000) $62 Shares 864 Est. Cost $67.59 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $61 Shares 425 Est. Cost $132.10 Unrealized
US TREASU NT 4.125 02/27UST NOTE DUE 02/28/27 0.0%
Value ($000) $61 Shares 61,000 Est. Cost $1.01 Unrealized
TTD THE TRADE DESK INC 0.0%
Value ($000) $61 Shares 1,250 Est. Cost $65.74 Unrealized -3.5%
BCOSX BAIRD CORE PLUS BOND INV 0.0%
Value ($000) $61 Shares 5,614 Est. Cost $10.86 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $61 Shares 304 Est. Cost $184.38 Unrealized
VOX VANGUARD WORLD FD 0.0%
Value ($000) $61 Shares 323 Est. Cost $154.89 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $61 Shares 131 Est. Cost $425.80 Unrealized
BANK OF AMERICA, 4.25 26CD FDIC INS DUE 05/06/26US 0.0%
Value ($000) $60 Shares 60,000 Est. Cost $1.00 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $60 Shares 838 Est. Cost $57.41 Unrealized
VWELX VANGUARD WELLINGTON INV 0.0%
Value ($000) $59 Shares 1,250 Est. Cost $47.58 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $59 Shares 583 Est. Cost $94.78 Unrealized +4.6%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $59 Shares 2,011 Est. Cost $26.07 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $58 Shares 207 Est. Cost $216.31 Unrealized +20.0%
ELLSWORTH MINN INDP 5 28GO UTX DUE 02/01/28 0.0%
Value ($000) $58 Shares 55,000 Est. Cost $1.06 Unrealized
NEW PRAGUE MINN IND 5 33GO UTX DUE 02/01/33 0.0%
Value ($000) $57 Shares 50,000 Est. Cost $1.15 Unrealized
RAFGX AMERICAN FUNDS AMCAP R6 0.0%
Value ($000) $57 Shares 1,187 Est. Cost $48.18 Unrealized
BHP BHP GROUP LTD 0.0%
Value ($000) $57 Shares 1,024 Est. Cost $48.94 Unrealized
EBND SPDR SERIES TRUST 0.0%
Value ($000) $57 Shares 2,667 Est. Cost $21.36 Unrealized
MIDLOTHIAN TEX CMNT 4 27EXCISE TAX DUE 09/01/27 0.0%
Value ($000) $56 Shares 55,000 Est. Cost $1.03 Unrealized
SHAKOPEE MINN INDPT 4 29GO UTX DUE 02/01/29 0.0%
Value ($000) $56 Shares 55,000 Est. Cost $1.02 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $56 Shares 1,895 Est. Cost $27.55 Unrealized
BANK OF AMERICA, 4.15 26CD FDIC INS DUE 02/13/26US 0.0%
Value ($000) $56 Shares 56,000 Est. Cost $1.00 Unrealized
OKLO OKLO INC 0.0%
Value ($000) $56 Shares 500 Est. Cost $31.80 Unrealized +146.3%
ROSEMOUNT MINN INDP 5 27GO UTX DUE 02/01/27 0.0%
Value ($000) $55 Shares 55,000 Est. Cost $1.01 Unrealized
DBA INVESCO DB MULTI-SECTOR COMM 0.0%
Value ($000) $55 Shares 2,061 Est. Cost $26.59 Unrealized
STATE BANK OF IN 4.35 26CD FDIC INS DUE 03/27/26IN 0.0%
Value ($000) $55 Shares 55,000 Est. Cost $1.00 Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $55 Shares 2,257 Est. Cost $24.06 Unrealized
GOLDMAN SACHS BAN 4.3 25CD FDIC INS DUE 11/05/25US 0.0%
Value ($000) $55 Shares 55,000 Est. Cost $1.00 Unrealized
FWGIX AMERICAN FUNDS CAPITAL WORLD GR&INC F3 0.0%
Value ($000) $55 Shares 730 Est. Cost $75.09 Unrealized
TMGIX TRANSAMERICA ASSET ALLOCATION MOD GR I 0.0%
Value ($000) $55 Shares 3,717 Est. Cost $14.72 Unrealized
VEMAX VANGUARD EMERGING MKTS STOCK IDX ADM 0.0%
Value ($000) $55 Shares 1,215 Est. Cost $44.87 Unrealized
MIGYX INVESCO MAIN STREET Y 0.0%
Value ($000) $54 Shares 823 Est. Cost $66.01 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $54 Shares 325 Est. Cost $159.52 Unrealized -1.5%
WELLS FARGO BANK 3.75 26CD FDIC INS DUE 09/30/26US 0.0%
Value ($000) $54 Shares 54,000 Est. Cost $1.00 Unrealized
COMERICA BANK 3.95 25CD FDIC INS DUE 12/30/25US 0.0%
Value ($000) $54 Shares 54,000 Est. Cost $1.00 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $54 Shares 227 Est. Cost $99.73 Unrealized +70.2%
WMB WILLIAMS COS INC 0.0%
Value ($000) $53 Shares 843 Est. Cost $51.72 Unrealized +11.8%
CSCO CISCO SYS INC 0.0%
Value ($000) $53 Shares 780 Est. Cost $55.90 Unrealized +20.5%
MSTR STRATEGY INC 0.0%
Value ($000) $53 Shares 165 Est. Cost $328.52 Unrealized +12.9%
CAMBRIDGE MINN INDP 4 30GO UTX DUE 02/01/30 0.0%
Value ($000) $53 Shares 50,000 Est. Cost $1.06 Unrealized
COR CENCORA INC 0.0%
Value ($000) $53 Shares 170 Est. Cost $233.11 Unrealized +25.9%
US TREASUR NT 1.5 08/26UST NOTE DUE 08/15/26 0.0%
Value ($000) $53 Shares 54,000 Est. Cost $0.98 Unrealized
HSLIX HARTFORD SMALL CAP GROWTH I 0.0%
Value ($000) $53 Shares 1,166 Est. Cost $45.11 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $52 Shares 1,239 Est. Cost $26.64 Unrealized
PREFERRED BANK 3.85 26CD FDIC INS DUE 03/30/26US 0.0%
Value ($000) $52 Shares 52,000 Est. Cost $1.00 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $52 Shares 727 Est. Cost $62.66 Unrealized
US TREASU NT 2.875 11/25UST NOTE DUE 11/30/25 0.0%
Value ($000) $52 Shares 52,000 Est. Cost $1.00 Unrealized
TRINITY RIVER AUTH 5 35SWR UTIL DUE 08/01/35 0.0%
Value ($000) $52 Shares 50,000 Est. Cost $1.03 Unrealized
ROCHESTER MINN INDP 4 31GO UTX DUE 02/01/31 0.0%
Value ($000) $52 Shares 50,000 Est. Cost $1.03 Unrealized
CHASKA MINN 4 30DB UTX DUE 02/01/30 0.0%
Value ($000) $51 Shares 50,000 Est. Cost $1.02 Unrealized
ISRAEL DISCOUNT B 3.8 26CD FDIC INS DUE 07/15/26US 0.0%
Value ($000) $51 Shares 51,000 Est. Cost $1.00 Unrealized
WAVERLY MINN 4 27DB UTX DUE 02/01/27 0.0%
Value ($000) $51 Shares 50,000 Est. Cost $1.02 Unrealized
HWKN HAWKINS INC 0.0%
Value ($000) $51 Shares 278 Est. Cost $126.17 Unrealized +32.5%
US TREASUR NT 4.5 11/33UST NOTE DUE 11/15/33 0.0%
Value ($000) $51 Shares 49,000 Est. Cost $1.03 Unrealized
MIDLOTHIAN TEX CMNT 4 26EXCISE TAX DUE 09/01/26 0.0%
Value ($000) $51 Shares 50,000 Est. Cost $1.01 Unrealized
VWNFX VANGUARD WINDSOR II INV 0.0%
Value ($000) $51 Shares 1,015 Est. Cost $49.83 Unrealized
MORGAN STANL 6.375 PFDPFD SER I 0.0%
Value ($000) $51 Shares 2,019 Est. Cost $25.03 Unrealized
AMERICAN EXPRESS 4.15 27CD FDIC INS DUE 06/04/27US 0.0%
Value ($000) $50 Shares 50,000 Est. Cost $1.01 Unrealized
FZAJX FIDELITY ADVISOR INTERNATIONAL GROWTH Z 0.0%
Value ($000) $50 Shares 2,152 Est. Cost $23.41 Unrealized
METROPOLITAN COUNCI 4 28GO UTX DUE 03/01/28 0.0%
Value ($000) $50 Shares 50,000 Est. Cost $1.01 Unrealized
PFFD GLOBAL X FDS 0.0%
Value ($000) $50 Shares 2,581 Est. Cost $19.49 Unrealized
BANK OF AMERICA, 4.25 26CD FDIC INS DUE 06/04/26US 0.0%
Value ($000) $50 Shares 50,000 Est. Cost $1.00 Unrealized
ROCHESTER MINN INDP 3 30GO UTX DUE 02/01/30 0.0%
Value ($000) $50 Shares 50,000 Est. Cost $1.00 Unrealized
HOMETRUST BANK 4.1 26CD FDIC INS DUE 03/02/26US 0.0%
Value ($000) $50 Shares 50,000 Est. Cost $1.00 Unrealized
CHARLES SCHWAB B 4.25 26CD FDIC INS DUE 01/15/26US 0.0%
Value ($000) $50 Shares 50,000 Est. Cost $1.00 Unrealized
ENTERPRISE BANK & 4.5 25CD FDIC INS DUE 11/13/25US 0.0%
Value ($000) $50 Shares 50,000 Est. Cost $1.00 Unrealized
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $50 Shares 1,383 Est. Cost $36.16 Unrealized
MERCHANTS BANK OF 4.3 25CD FDIC INS DUE 10/22/25US 0.0%
Value ($000) $50 Shares 50,000 Est. Cost $1.00 Unrealized
BANK OF AMERICA, 4.15 25CD FDIC INS DUE 10/03/25US 0.0%
Value ($000) $50 Shares 50,000 Est. Cost $1.00 Unrealized
JPMORGAN CHASE BA 4.4 26 CALLED @100 EFF: 10/06/2025 0.0%
Value ($000) $50 Shares 50,000 Est. Cost $1.00 Unrealized
WEX BANK 3.95 25CD FDIC INS DUE 12/22/25US 0.0%
Value ($000) $50 Shares 50,000 Est. Cost $1.00 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $50 Shares 1,960 Est. Cost $25.12 Unrealized -3.9%
HDV ISHARES TR 0.0%
Value ($000) $50 Shares 407 Est. Cost $112.31 Unrealized
HAWLEY MINN INDP 4.25 46GO UTX DUE 02/01/46OID 0.0%
Value ($000) $50 Shares 50,000 Est. Cost $1.00 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $50 Shares 433 Est. Cost $104.15 Unrealized +12.3%
SWDSX SCHWAB DIVIDEND EQUITY 0.0%
Value ($000) $49 Shares 2,740 Est. Cost $17.97 Unrealized
US TREASU NT 1.875 07/26UST NOTE DUE 07/31/26 0.0%
Value ($000) $49 Shares 50,000 Est. Cost $0.98 Unrealized
WEST ST PAUL MINN I 4 41GO UTX DUE 02/01/41 0.0%
Value ($000) $49 Shares 50,000 Est. Cost $0.98 Unrealized
CRANE TEX INDPT 4.125 48GO UTX DUE 02/15/48OID 0.0%
Value ($000) $49 Shares 45,000 Est. Cost $1.09 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $49 Shares 269 Est. Cost $118.18 Unrealized +37.1%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $49 Shares 100 Est. Cost $339.58 Unrealized +33.9%
TWCGX AMERICAN CENTURY GROWTH INV 0.0%
Value ($000) $49 Shares 739 Est. Cost $66.17 Unrealized
BRAINERD MINN I 3.625 40GO UTX DUE 02/01/40OID 0.0%
Value ($000) $49 Shares 50,000 Est. Cost $0.97 Unrealized
US TREASURY 6 02/26UST BOND DUE 02/15/26 0.0%
Value ($000) $48 Shares 48,000 Est. Cost $1.01 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $48 Shares 230 Est. Cost $197.93 Unrealized
PLATTE CNTY MO SCH 2 29GO UTX DUE 03/01/29 0.0%
Value ($000) $48 Shares 50,000 Est. Cost $0.96 Unrealized
US TREASU NT 4.125 11/32UST NOTE DUE 11/15/32 0.0%
Value ($000) $48 Shares 47,000 Est. Cost $1.01 Unrealized
SPYD SPDR SERIES TRUST 0.0%
Value ($000) $48 Shares 1,080 Est. Cost $43.78 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $48 Shares 100 Est. Cost $448.71 Unrealized +4.9%
TARRANT REGL WTR DI 4 45WRSR UTIL DUE 09/01/45OID 0.0%
Value ($000) $47 Shares 50,000 Est. Cost $0.94 Unrealized
FIRST FARMERS BAN 4.2 25CD FDIC INS DUE 12/15/25US 0.0%
Value ($000) $47 Shares 47,000 Est. Cost $1.00 Unrealized
FDYZX FRANKLIN DYNATECH ADV 0.0%
Value ($000) $47 Shares 215 Est. Cost $218.36 Unrealized
US TREASUR NT 4 02/34UST NOTE DUE 02/15/34 0.0%
Value ($000) $47 Shares 47,000 Est. Cost $1.00 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $47 Shares 365 Est. Cost $97.31 Unrealized
ANHEUSER-BUSCH IN 4.9 46TENDER OFFER EXP: 11/14.11/30/2023 0.0%
Value ($000) $47 Shares 50,000 Est. Cost $0.93 Unrealized
RAHWAY N J SCH DIST 2 30GO UTX DUE 07/15/30 0.0%
Value ($000) $47 Shares 50,000 Est. Cost $0.93 Unrealized
WSTYX MACQUARIE SCIENCE AND TECHNOLOGY Y 0.0%
Value ($000) $46 Shares 583 Est. Cost $79.44 Unrealized
USFR WISDOMTREE TR 0.0%
Value ($000) $46 Shares 918 Est. Cost $50.33 Unrealized
SWYJX SCHWAB TARGET 2055 INDEX 0.0%
Value ($000) $46 Shares 2,093 Est. Cost $22.01 Unrealized
ROSEVILLE MINN 3.125 39GO UTX DUE 02/01/39OID 0.0%
Value ($000) $46 Shares 50,000 Est. Cost $0.91 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $46 Shares 272 Est. Cost $118.27 Unrealized +30.5%
TGT TARGET CORP 0.0%
Value ($000) $45 Shares 507 Est. Cost $136.67 Unrealized -29.2%
SMYIX FRANKLIN GLOBAL EQUITY I 0.0%
Value ($000) $45 Shares 1,557 Est. Cost $28.89 Unrealized
FTCZX FRANKLIN CONSERVATIVE ALLOCATION ADVISOR 0.0%
Value ($000) $45 Shares 2,981 Est. Cost $14.97 Unrealized
US TREASU NT 4.875 04/26UST NOTE DUE 04/30/26 0.0%
Value ($000) $44 Shares 44,000 Est. Cost $1.01 Unrealized
US TREASU NT 4.375 08/26UST NOTE DUE 08/15/26 0.0%
Value ($000) $44 Shares 44,000 Est. Cost $1.01 Unrealized
US TREASUR NT 2 11/26UST NOTE DUE 11/15/26 0.0%
Value ($000) $44 Shares 45,000 Est. Cost $0.98 Unrealized
WELLS FARGO BANK, 3.9 26CD FDIC INS DUE 09/09/26US 0.0%
Value ($000) $44 Shares 44,000 Est. Cost $1.00 Unrealized
BANK OF AMERICA, 3.7 26CD FDIC INS DUE 09/17/26US 0.0%
Value ($000) $44 Shares 44,000 Est. Cost $1.00 Unrealized
FGIPX MACQUARIE GROWTH AND INCOME INSTL 0.0%
Value ($000) $44 Shares 2,559 Est. Cost $17.03 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $43 Shares 516 Est. Cost $91.04 Unrealized -19.3%
IJH ISHARES TR 0.0%
Value ($000) $43 Shares 665 Est. Cost $62.22 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $43 Shares 264 Est. Cost $139.60 Unrealized
WELLS FARGO BANK 4.35 26CD FDIC INS DUE 03/09/26US 0.0%
Value ($000) $43 Shares 43,000 Est. Cost $1.00 Unrealized
US TREASURY 5.375 02/31UST BOND DUE 02/15/31 0.0%
Value ($000) $43 Shares 40,000 Est. Cost $1.07 Unrealized
US TREASUR NT 1.75 12/26UST NOTE DUE 12/31/26 0.0%
Value ($000) $43 Shares 44,000 Est. Cost $0.98 Unrealized
MDISX FRANKLIN MUTUAL GLOBAL DISCOVERY Z 0.0%
Value ($000) $43 Shares 1,255 Est. Cost $34.10 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $43 Shares 504 Est. Cost $69.44 Unrealized
VBIAX VANGUARD BALANCED INDEX ADM 0.0%
Value ($000) $43 Shares 814 Est. Cost $52.45 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $43 Shares 140 Est. Cost $290.22 Unrealized +3.9%
US TREASURY 5.5 08/28UST BOND DUE 08/15/28 0.0%
Value ($000) $42 Shares 40,000 Est. Cost $1.05 Unrealized
DGEIX DFA GLOBAL EQUITY I 0.0%
Value ($000) $42 Shares 1,068 Est. Cost $39.22 Unrealized
US TREASU NT 2.625 12/25UST NOTE DUE 12/31/25 0.0%
Value ($000) $42 Shares 42,000 Est. Cost $1.00 Unrealized
FIFAX AMERICAN FUNDS INCOME FUND OF AMER F3 0.0%
Value ($000) $42 Shares 1,524 Est. Cost $27.45 Unrealized
US TREASUR NT 4.25 03/27UST NOTE DUE 03/15/27 0.0%
Value ($000) $41 Shares 41,000 Est. Cost $1.01 Unrealized
US TREASUR NT 4.25 06/31UST NOTE DUE 06/30/31 0.0%
Value ($000) $41 Shares 40,000 Est. Cost $1.02 Unrealized
NEW ORLEANS LA 5 46GO UTX DUE 12/01/46 0.0%
Value ($000) $41 Shares 40,000 Est. Cost $1.02 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $41 Shares 752 Est. Cost $44.06 Unrealized
US TREASU NT 4.125 03/29UST NOTE DUE 03/31/29 0.0%
Value ($000) $41 Shares 40,000 Est. Cost $1.02 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $41 Shares 650 Est. Cost $63.61 Unrealized -0.3%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $40 Shares 751 Est. Cost $48.32 Unrealized
CARTER BANK & TR 4.75 26CD FDIC INS DUE 06/22/26US 0.0%
Value ($000) $40 Shares 40,000 Est. Cost $1.01 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $40 Shares 417 Est. Cost $98.11 Unrealized +1.0%
INTC INTEL CORP 0.0%
Value ($000) $40 Shares 1,198 Est. Cost $22.64 Unrealized +7.0%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $40 Shares 1,418 Est. Cost $24.88 Unrealized +8.4%
WELLS FARGO BANK, 4.9 25CD FDIC INS DUE 12/19/25US 0.0%
Value ($000) $40 Shares 40,000 Est. Cost $1.00 Unrealized
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $40 Shares 2,784 Est. Cost $14.41 Unrealized
US TREASU NT 4.875 05/26UST NOTE DUE 05/31/26 0.0%
Value ($000) $39 Shares 39,000 Est. Cost $1.01 Unrealized
AFIFX AMERICAN FUNDS FUNDAMENTAL INVS F1 0.0%
Value ($000) $39 Shares 419 Est. Cost $93.31 Unrealized
FBFZX FRANKLIN MANAGED INCOME ADV 0.0%
Value ($000) $39 Shares 3,037 Est. Cost $12.80 Unrealized
B BARRICK MNG CORP 0.0%
Value ($000) $39 Shares 1,185 Est. Cost $19.29 Unrealized +30.4%
DFFVX DFA US TARGETED VALUE I 0.0%
Value ($000) $39 Shares 1,072 Est. Cost $36.08 Unrealized
RAIIX MANNING & NAPIER RAINIER INTL DISCV I 0.0%
Value ($000) $38 Shares 1,305 Est. Cost $29.34 Unrealized
NUKZ EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $38 Shares 588 Est. Cost $56.77 Unrealized
WELLS FARGO BANK 4.05 26CD FDIC INS DUE 05/19/26US 0.0%
Value ($000) $38 Shares 38,000 Est. Cost $1.00 Unrealized
MIZRAHI TEFAHOT 4.35 25CD FDIC INS DUE 11/28/25US 0.0%
Value ($000) $38 Shares 38,000 Est. Cost $1.00 Unrealized
SWYGX SCHWAB TARGET 2040 INDEX 0.0%
Value ($000) $38 Shares 1,887 Est. Cost $20.08 Unrealized
MSEQX MORGAN STANLEY INST GROWTH I 0.0%
Value ($000) $38 Shares 499 Est. Cost $75.52 Unrealized
TRGLX T. ROWE PRICE GLOBAL STOCK I 0.0%
Value ($000) $38 Shares 511 Est. Cost $73.52 Unrealized
NBIS NEBIUS GROUP N.V. 0.0%
Value ($000) $37 Shares 334 Est. Cost $34.43 Unrealized +101.7%
DVY ISHARES TR 0.0%
Value ($000) $37 Shares 263 Est. Cost $138.71 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $37 Shares 100 Est. Cost $347.11 Unrealized +4.7%
GIS GENERAL MLS INC 0.0%
Value ($000) $37 Shares 740 Est. Cost $64.08 Unrealized -22.8%
US TREASUR NT 2.25 03/26UST NOTE DUE 03/31/26 0.0%
Value ($000) $37 Shares 37,000 Est. Cost $0.99 Unrealized
ROYCE SMALL CAP TRUST INC 0.0%
Value ($000) $36 Shares 2,250 Est. Cost $15.86 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $36 Shares 1,407 Est. Cost $22.68 Unrealized
SMTFX SIT MN TAX-FREE INCOME S 0.0%
Value ($000) $36 Shares 3,823 Est. Cost $9.46 Unrealized
TGTX TG THERAPEUTICS INC 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $28.70 Unrealized +14.8%
MORGAN STANLE 7.75 PFDPFD 0.0%
Value ($000) $36 Shares 1,420 Est. Cost $25.41 Unrealized
SWYHX SCHWAB TARGET 2045 INDEX 0.0%
Value ($000) $36 Shares 1,713 Est. Cost $21.05 Unrealized
FNPFX AMERICAN FUNDS NEW PERSPECTIVE F3 0.0%
Value ($000) $36 Shares 487 Est. Cost $73.66 Unrealized
DODGX DODGE & COX STOCK I 0.0%
Value ($000) $36 Shares 129 Est. Cost $277.86 Unrealized
FBTIX FIDELITY ADVISOR BIOTECHNOLOGY I 0.0%
Value ($000) $36 Shares 981 Est. Cost $36.48 Unrealized
SGTTX COLUMBIA SELIGMAN GLOBAL TECH INST2 0.0%
Value ($000) $36 Shares 361 Est. Cost $98.76 Unrealized
GFBLX AMERICAN FUNDS GLOBAL BALANCED F3 0.0%
Value ($000) $36 Shares 867 Est. Cost $41.03 Unrealized
IEMFX T. ROWE PRICE INSTL EMERGING MKTS EQ 0.0%
Value ($000) $35 Shares 907 Est. Cost $38.82 Unrealized
BANK OF AMERICA, 4.35 25CD FDIC INS DUE 12/18/25US 0.0%
Value ($000) $35 Shares 35,000 Est. Cost $1.00 Unrealized
SWMCX SCHWAB US MID-CAP INDEX 0.0%
Value ($000) $35 Shares 2,363 Est. Cost $14.67 Unrealized
SIMON PROPERTY G 6.75 40 DUE 02/01/40 0.0%
Value ($000) $34 Shares 30,000 Est. Cost $1.15 Unrealized
ANOIX AMERICAN CENTURY SMALL CAP GROWTH INV 0.0%
Value ($000) $34 Shares 1,496 Est. Cost $22.88 Unrealized
KRE SPDR SERIES TRUST 0.0%
Value ($000) $34 Shares 539 Est. Cost $60.36 Unrealized
FTABX FIDELITY TAX-FREE BOND 0.0%
Value ($000) $34 Shares 3,099 Est. Cost $10.98 Unrealized
FNRAX FRANKLIN NATURAL RESOURCES ADV 0.0%
Value ($000) $34 Shares 908 Est. Cost $37.43 Unrealized
BAESY BAE SYS PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS 0.0%
Value ($000) $34 Shares 304 Est. Cost $111.72 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $33 Shares 98 Est. Cost $281.95 Unrealized +11.3%
HMDYX HARTFORD MIDCAP Y 0.0%
Value ($000) $33 Shares 924 Est. Cost $36.13 Unrealized
PIREX PRINCIPAL REAL ESTATE SECURITIES INST 0.0%
Value ($000) $33 Shares 1,160 Est. Cost $28.60 Unrealized
UNIVERSITY MINN 5 29REV UTX DUE 10/01/29 0.0%
Value ($000) $33 Shares 30,000 Est. Cost $1.10 Unrealized
DSTL ETF SER SOLUTIONS 0.0%
Value ($000) $33 Shares 568 Est. Cost $54.24 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $32 Shares 168 Est. Cost $148.83 Unrealized +17.2%
KO COCA COLA CO 0.0%
Value ($000) $32 Shares 489 Est. Cost $63.09 Unrealized +7.7%
SWIRX SCHWAB TARGET 2035 0.0%
Value ($000) $32 Shares 1,665 Est. Cost $19.39 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $32 Shares 636 Est. Cost $41.61 Unrealized +10.8%
CISCO SYSTEMS, I 4.95 31 DUE 02/26/31 0.0%
Value ($000) $32 Shares 31,000 Est. Cost $1.04 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $32 Shares 41 Est. Cost $557.26 Unrealized +26.2%
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $31 Shares 100 Est. Cost $258.71 Unrealized 0.0%
THE HOME DEPOT, I 4.5 32 DUE 09/15/32 0.0%
Value ($000) $31 Shares 31,000 Est. Cost $1.02 Unrealized
US TREASU NT 4.125 07/28UST NOTE DUE 07/31/28 0.0%
Value ($000) $31 Shares 31,000 Est. Cost $1.01 Unrealized
US TREASUR NT 4 02/30UST NOTE DUE 02/28/30 0.0%
Value ($000) $31 Shares 31,000 Est. Cost $1.01 Unrealized
ENTERPRISE PRODU 5.35 33 DUE 01/31/33 0.0%
Value ($000) $31 Shares 30,000 Est. Cost $1.04 Unrealized
THE PNC FINL SERV VAR 33 DUE 10/28/33 0.0%
Value ($000) $31 Shares 29,000 Est. Cost $1.08 Unrealized
IWY ISHARES TR 0.0%
Value ($000) $31 Shares 114 Est. Cost $273.65 Unrealized
US TREASUR NT 0.75 08/26UST NOTE DUE 08/31/26 0.0%
Value ($000) $31 Shares 32,000 Est. Cost $0.97 Unrealized
AMERICAN EXPRESS 4.05 29 DUE 05/03/29 0.0%
Value ($000) $31 Shares 31,000 Est. Cost $1.00 Unrealized
BANK OF AMERICA, 4.1 26CD FDIC INS DUE 02/20/26US 0.0%
Value ($000) $31 Shares 31,000 Est. Cost $1.00 Unrealized
XCEL ENERGY INC. 6 54 DUE 06/01/54 0.0%
Value ($000) $31 Shares 30,000 Est. Cost $1.03 Unrealized
TFOIX TRANSAMERICA CAPITAL GROWTH I 0.0%
Value ($000) $31 Shares 583 Est. Cost $53.14 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $31 Shares 686 Est. Cost $52.85 Unrealized -13.9%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $31 Shares 250 Est. Cost $108.79 Unrealized +10.1%
DFAW DIMENSIONAL ETF TRUST 0.0%
Value ($000) $31 Shares 430 Est. Cost $62.46 Unrealized
IXJ ISHARES TR 0.0%
Value ($000) $31 Shares 348 Est. Cost $85.97 Unrealized
THE CHARLES SCHWA VAR 29 DUE 11/17/29 0.0%
Value ($000) $31 Shares 29,000 Est. Cost $1.06 Unrealized
THE BANK OF NEW Y VAR 30 DUE 07/26/30 0.0%
Value ($000) $30 Shares 30,000 Est. Cost $1.01 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $30 Shares 560 Est. Cost $51.56 Unrealized
US TREASURY 5.25 11/28UST BOND DUE 11/15/28 0.0%
Value ($000) $30 Shares 29,000 Est. Cost $1.04 Unrealized
ATLANTIC UNION BA 5.1 26CD FDIC INS DUE 06/17/26US 0.0%
Value ($000) $30 Shares 30,000 Est. Cost $1.01 Unrealized
U.S. BANCORP VAR 28 DUE 07/22/28 0.0%
Value ($000) $30 Shares 30,000 Est. Cost $1.01 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $30 Shares 400 Est. Cost $53.65 Unrealized +26.4%
US TREASU NT 4.625 09/30UST NOTE DUE 09/30/30 0.0%
Value ($000) $30 Shares 29,000 Est. Cost $1.04 Unrealized
GABELLI DIVID & INCOME TR 0.0%
Value ($000) $30 Shares 1,109 Est. Cost $26.01 Unrealized
US TREASU NT 4.875 10/28UST NOTE DUE 10/31/28 0.0%
Value ($000) $30 Shares 29,000 Est. Cost $1.04 Unrealized
ACGMX INVESCO GROWTH AND INCOME Y 0.0%
Value ($000) $30 Shares 1,288 Est. Cost $23.32 Unrealized
OSHKOSH WIS STO 4.125 33SWR UTIL DUE 05/01/33OID 0.0%
Value ($000) $30 Shares 30,000 Est. Cost $1.00 Unrealized
US TREASUR NT 4.5 11/25UST NOTE DUE 11/15/25 0.0%
Value ($000) $30 Shares 30,000 Est. Cost $1.00 Unrealized
PUBLIC FIN AUTH WIS 5 41PUB EDUC DUE 03/01/41XTRO 0.0%
Value ($000) $30 Shares 30,000 Est. Cost $1.00 Unrealized
MLPX GLOBAL X FDS 0.0%
Value ($000) $30 Shares 478 Est. Cost $62.33 Unrealized
CITIBANK, N.A. 3.2 26CD FDIC INS DUE 02/27/26US 0.0%
Value ($000) $30 Shares 30,000 Est. Cost $1.00 Unrealized
MORGAN STANLEY VAR 30 DUE 01/16/30 0.0%
Value ($000) $30 Shares 29,000 Est. Cost $1.03 Unrealized
US TREASU NT 1.625 02/26UST NOTE DUE 02/15/26 0.0%
Value ($000) $30 Shares 30,000 Est. Cost $0.99 Unrealized
JPMORGAN CHASE & VAR 33 DUE 07/25/33 0.0%
Value ($000) $30 Shares 29,000 Est. Cost $1.02 Unrealized
CQP CHENIERE ENERGY PARTNERS LP 0.0%
Value ($000) $30 Shares 549 Est. Cost $53.12 Unrealized
BANK OF AMERICA C VAR 28 DUE 07/22/28 0.0%
Value ($000) $29 Shares 29,000 Est. Cost $1.02 Unrealized
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $29 Shares 52 Est. Cost $400.59 Unrealized +30.3%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $29 Shares 328 Est. Cost $85.66 Unrealized
FOREST LAKE MIN 3.625 39GO UTX DUE 02/01/39OID 0.0%
Value ($000) $29 Shares 30,000 Est. Cost $0.98 Unrealized
FDIGX FIDELITY ADVISOR CONSUMER STAPLES I 0.0%
Value ($000) $29 Shares 352 Est. Cost $83.07 Unrealized
DEUTSCHE BANK AKTI6 44F DUE 08/16/44 0.0%
Value ($000) $29 Shares 30,000 Est. Cost $0.97 Unrealized
STATE STREET CORP VAR 28 DUE 11/04/28 0.0%
Value ($000) $29 Shares 28,000 Est. Cost $1.03 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $29 Shares 371 Est. Cost $33.84 Unrealized -8.0%
FCG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $29 Shares 1,230 Est. Cost $24.64 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $29 Shares 1,167 Est. Cost $28.28 Unrealized -22.7%
WFMIX ALLSPRING SPECIAL MID CAP VALUE INST 0.0%
Value ($000) $29 Shares 570 Est. Cost $50.35 Unrealized
ATLANTA GA WTR & WA 5 32WRSR UTIL DUE 11/01/32 0.0%
Value ($000) $29 Shares 25,000 Est. Cost $1.15 Unrealized
FSMDX FIDELITY MID CAP INDEX 0.0%
Value ($000) $29 Shares 768 Est. Cost $37.21 Unrealized
BLACKROCK, INC. 4.75 33 DUE 05/25/33 0.0%
Value ($000) $29 Shares 28,000 Est. Cost $1.02 Unrealized
NEW YORK N Y CITY T 5 32COMB TAX DUE 05/01/32XTRO 0.0%
Value ($000) $28 Shares 25,000 Est. Cost $1.14 Unrealized
NWFFX AMERICAN FUNDS NEW WORLD F1 0.0%
Value ($000) $28 Shares 303 Est. Cost $93.98 Unrealized
OAK LAWN ILL PK DIS 5 33DB UTX DUE 12/15/33 0.0%
Value ($000) $28 Shares 25,000 Est. Cost $1.13 Unrealized
AVXL ANAVEX LIFE SCIENCES CORP 0.0%
Value ($000) $28 Shares 3,177 Est. Cost $7.69 Unrealized +31.9%
BANK OF AMERICA, 5.05 26CD FDIC INS DUE 06/15/26US 0.0%
Value ($000) $28 Shares 28,000 Est. Cost $1.01 Unrealized
SPYG SPDR SERIES TRUST 0.0%
Value ($000) $28 Shares 270 Est. Cost $87.88 Unrealized
POPULAR BANK 4.5 26CD FDIC INS DUE 04/16/26US 0.0%
Value ($000) $28 Shares 28,000 Est. Cost $1.00 Unrealized
UNILEVER PLC 0.0%
Value ($000) $28 Shares 473 Est. Cost $56.70 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $28 Shares 382 Est. Cost $95.99 Unrealized -21.8%
OAKDALE MINN 5 34DB UTX DUE 02/01/34 0.0%
Value ($000) $28 Shares 25,000 Est. Cost $1.11 Unrealized
GOLDEN VALLEY MINN 5 30DB UTX DUE 02/01/30 0.0%
Value ($000) $28 Shares 25,000 Est. Cost $1.10 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $27 Shares 135 Est. Cost $188.91 Unrealized +1.3%
NORTH MANKATO MINN 5 30DB UTX DUE 02/01/30 0.0%
Value ($000) $27 Shares 25,000 Est. Cost $1.09 Unrealized
SAP SAP SE 0.0%
Value ($000) $27 Shares 102 Est. Cost $304.10 Unrealized
BSIIX BLACKROCK STRATEGIC INCOME OPPS INSTL 0.0%
Value ($000) $27 Shares 2,783 Est. Cost $9.79 Unrealized
PFIZER INVT ENT4.75 33F DUE 05/19/33 0.0%
Value ($000) $27 Shares 27,000 Est. Cost $1.01 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $27 Shares 358 Est. Cost $85.83 Unrealized -18.4%
FVIFX FIDELITY ADVISOR VALUE I 0.0%
Value ($000) $27 Shares 728 Est. Cost $37.19 Unrealized
RVTY REVVITY INC 0.0%
Value ($000) $27 Shares 306 Est. Cost $117.16 Unrealized -22.6%
SWERX SCHWAB TARGET 2040 0.0%
Value ($000) $27 Shares 1,295 Est. Cost $20.61 Unrealized
PCEF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $27 Shares 1,333 Est. Cost $19.16 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $26 Shares 1,071 Est. Cost $24.24 Unrealized
US TREASU NT 4.125 10/26UST NOTE DUE 10/31/26 0.0%
Value ($000) $26 Shares 26,000 Est. Cost $1.00 Unrealized
STATE BANK OF IND 3.9 26CD FDIC INS DUE 03/19/26IN 0.0%
Value ($000) $26 Shares 26,000 Est. Cost $1.00 Unrealized
NEW JERSEY ST TRANS 4 34COMB TRAN DUE 06/15/34 0.0%
Value ($000) $26 Shares 25,000 Est. Cost $1.03 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $26 Shares 6 Est. Cost $3166.27 Unrealized +26.7%
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $25 Shares 138 Est. Cost $121.12 Unrealized +32.6%
JPMORGAN CHASE & CO 6 45 DUE 01/31/45 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $1.02 Unrealized
SHREVEPORT LA 5 54GO UTX DUE 03/01/54 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $1.01 Unrealized
SWANX SCHWAB CORE EQUITY 0.0%
Value ($000) $25 Shares 988 Est. Cost $25.63 Unrealized
CHICAGO ILL O HARE 4 35AIR TRAN DUE 01/01/35 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $1.01 Unrealized
WEST BEND WIS JT 4.5 44GO UTX DUE 04/01/44OID 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $1.01 Unrealized
FUNFX AMERICAN FUNDS FUNDAMENTAL INVS F3 0.0%
Value ($000) $25 Shares 269 Est. Cost $93.47 Unrealized
US TREASU NT 4.375 07/26UST NOTE DUE 07/31/26 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $1.00 Unrealized
FIRST FARMERS BAN 4.9 26CD FDIC INS DUE 02/23/26US 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $1.00 Unrealized
MORGAN STANLEY BA 3.6 28CD FDIC INS DUE 09/25/28US 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $1.00 Unrealized
IOWA HIGHER ED 4.375 43UNIV EDUC DUE 04/01/43OID XTRO 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $1.00 Unrealized
OCONTO FALLS WIS PU 4 41GO UTX DUE 03/01/41 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $1.00 Unrealized
COLBY KANS HOSP L 5.5 26HOSP HLTH DUE 07/01/26XTRO 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $1.00 Unrealized
WILLISTON N D PK 6.25 32FAC REC DUE 04/01/32OID XTRO 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $1.00 Unrealized
CIVISTA BANK 4.2 26CD FDIC INS DUE 01/26/26US 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $1.00 Unrealized
GOLDMAN SACHS BAN 3.6 27CD FDIC INS DUE 09/23/27US 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $1.00 Unrealized
BMO BANK NTNL AS 5.35 25CD FDIC INS DUE 10/14/25US 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $1.00 Unrealized
HORACE N D 4.85 26DB UTX DUE 08/01/26 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $1.00 Unrealized
BURNSVILLE MINN IND 3 33GO UTX DUE 02/01/33 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $1.00 Unrealized
GLW CORNING INC 0.0%
Value ($000) $25 Shares 305 Est. Cost $46.35 Unrealized +40.2%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $25 Shares 153 Est. Cost $122.92 Unrealized +34.4%
ITOT ISHARES TR 0.0%
Value ($000) $25 Shares 171 Est. Cost $130.38 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $25 Shares 2,747 Est. Cost $8.42 Unrealized
BANK OF AMERICA COR 6 45 DUE 01/23/45 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $0.99 Unrealized
AT&T INC. 5.35 40 DUE 09/01/40 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $0.99 Unrealized
RICHLAND SCH DIST 4.5 45GO UTX DUE 03/01/45OID 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $0.99 Unrealized
NEBRASKA INVT FI 4.65 48SING HSG DUE 09/01/48XTRO 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $0.99 Unrealized
WEST BEND WIS 4 41GO UTX DUE 04/01/41 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $0.98 Unrealized
OTTR OTTER TAIL CORP 0.0%
Value ($000) $25 Shares 300 Est. Cost $75.57 Unrealized +5.6%
PEPSICO, INC. 4.45 28 DUE 05/15/28 0.0%
Value ($000) $24 Shares 24,000 Est. Cost $1.01 Unrealized
GIBBON MINN IND 4.125 52GO UTX DUE 02/01/52OID 0.0%
Value ($000) $24 Shares 25,000 Est. Cost $0.97 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $24 Shares 2,648 Est. Cost $8.75 Unrealized
WELLS FARGO BANK 5.35 25CD FDIC INS DUE 11/21/25US 0.0%
Value ($000) $24 Shares 24,000 Est. Cost $1.00 Unrealized
GREEN BAY WIS HS 4.75 51STHG EDUC DUE 04/01/51OID XTRO 0.0%
Value ($000) $24 Shares 25,000 Est. Cost $0.96 Unrealized
ALSN ALLISON TRANSMISSION HLDGS I 0.0%
Value ($000) $24 Shares 283 Est. Cost $107.81 Unrealized -17.9%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $24 Shares 300 Est. Cost $93.07 Unrealized -9.1%
HGHIX HARTFORD HEALTHCARE I 0.0%
Value ($000) $24 Shares 621 Est. Cost $38.33 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $24 Shares 1,387 Est. Cost $19.59 Unrealized
FIWDX FIDELITY ADVISOR STRATEGIC INCOME Z 0.0%
Value ($000) $24 Shares 1,958 Est. Cost $12.11 Unrealized
MAPLE RIVER MINN IN 4 50GO UTX DUE 02/01/50 0.0%
Value ($000) $24 Shares 25,000 Est. Cost $0.94 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $24 Shares 235 Est. Cost $96.94 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $23 Shares 246 Est. Cost $91.71 Unrealized
VCMIX HARRISON STREET REAL ESTATE I 0.0%
Value ($000) $23 Shares 955 Est. Cost $24.21 Unrealized
MERRICK BANK 3.9 27CD FDIC INS DUE 03/12/27US 0.0%
Value ($000) $23 Shares 23,000 Est. Cost $1.00 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $23 Shares 208 Est. Cost $106.27 Unrealized
BLUEROCK TOTAL INCOME(plus) REAL ESTATE I 0.0%
Value ($000) $23 Shares 894 Est. Cost $25.58 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $23 Shares 164 Est. Cost $146.02 Unrealized
OTCIX MFS MID CAP GROWTH I 0.0%
Value ($000) $23 Shares 670 Est. Cost $33.84 Unrealized
ST CLOUD MINN 5 33GO UTX DUE 02/01/33 0.0%
Value ($000) $23 Shares 20,000 Est. Cost $1.13 Unrealized
FDVLX FIDELITY VALUE 0.0%
Value ($000) $23 Shares 1,568 Est. Cost $14.43 Unrealized
FSSNX FIDELITY SMALL CAP INDEX 0.0%
Value ($000) $23 Shares 739 Est. Cost $30.60 Unrealized
AGOZX ALGER SMALL CAP FOCUS Z 0.0%
Value ($000) $23 Shares 1,045 Est. Cost $21.63 Unrealized
FHI FEDERATED HERMES INC 0.0%
Value ($000) $23 Shares 435 Est. Cost $38.84 Unrealized +28.5%
PEP PEPSICO INC 0.0%
Value ($000) $22 Shares 159 Est. Cost $156.40 Unrealized -10.2%
VIRGINIA ELECTRI 6.35 37 DUE 11/30/37 0.0%
Value ($000) $22 Shares 20,000 Est. Cost $1.12 Unrealized
REGL PROSHARES TR 0.0%
Value ($000) $22 Shares 261 Est. Cost $81.54 Unrealized
US TREASUR NT 4 10/29UST NOTE DUE 10/31/29 0.0%
Value ($000) $22 Shares 22,000 Est. Cost $1.01 Unrealized
DGCFX DFA GLOBAL CORE PLUS FIXED INCOME INSTL 0.0%
Value ($000) $22 Shares 2,384 Est. Cost $9.32 Unrealized
MORGAN STANLEY B 3.85 28CD FDIC INS DUE 09/11/28US 0.0%
Value ($000) $22 Shares 22,000 Est. Cost $1.01 Unrealized
US TREASU NT 4.625 09/26UST NOTE DUE 09/15/26 0.0%
Value ($000) $22 Shares 22,000 Est. Cost $1.01 Unrealized
ROSEMOUNT MINN INDP 5 36GO UTX DUE 02/01/36 0.0%
Value ($000) $22 Shares 20,000 Est. Cost $1.11 Unrealized
MORGAN STANLEY BA 3.9 27CD FDIC INS DUE 09/13/27US 0.0%
Value ($000) $22 Shares 22,000 Est. Cost $1.01 Unrealized
AIQ GLOBAL X FDS 0.0%
Value ($000) $22 Shares 447 Est. Cost $39.44 Unrealized
CATERPILLAR FINL 4.8 26 DUE 01/06/26 0.0%
Value ($000) $22 Shares 22,000 Est. Cost $1.00 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $22 Shares 52 Est. Cost $343.44 Unrealized +10.8%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $22 Shares 38 Est. Cost $520.87 Unrealized +10.1%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $21 Shares 225 Est. Cost $76.12 Unrealized +24.2%
DANE CNTY WIS 5 31GO UTX DUE 06/01/31AMT 0.0%
Value ($000) $21 Shares 20,000 Est. Cost $1.07 Unrealized
NTNL RURAL UTILIT 4.8 28 DUE 03/15/28 0.0%
Value ($000) $21 Shares 21,000 Est. Cost $1.02 Unrealized
RACINE WIS UNI SCH 5 40GO UTX DUE 04/01/40 0.0%
Value ($000) $21 Shares 20,000 Est. Cost $1.06 Unrealized
MINNEAPOLIS & ST PA 5 28AIR TRAN DUE 01/01/28 0.0%
Value ($000) $21 Shares 20,000 Est. Cost $1.06 Unrealized
MINNEAPOLIS MINN SP 5 44GO UTX DUE 02/01/44 0.0%
Value ($000) $21 Shares 20,000 Est. Cost $1.06 Unrealized
BELLSOUTH TELEC 6.375 28 DUE 06/01/28 0.0%
Value ($000) $21 Shares 20,000 Est. Cost $1.05 Unrealized
THE WESTERN UNION 6.2 36 DUE 11/17/36 0.0%
Value ($000) $21 Shares 20,000 Est. Cost $1.04 Unrealized
US TREASU NT 4.625 04/31UST NOTE DUE 04/30/31 0.0%
Value ($000) $21 Shares 20,000 Est. Cost $1.04 Unrealized
MINNESOTA ST HSG FI 4 28MULT HSG DUE 08/01/28 0.0%
Value ($000) $21 Shares 20,000 Est. Cost $1.04 Unrealized
SOUTHWESTERN PUB SV 6 36 DUE 10/01/36 0.0%
Value ($000) $21 Shares 20,000 Est. Cost $1.04 Unrealized
MINNEAPOLIS & ST PA 5 40AIR TRAN DUE 01/01/40AMT 0.0%
Value ($000) $21 Shares 20,000 Est. Cost $1.04 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $21 Shares 124 Est. Cost $190.27 Unrealized -6.1%
HENNEPIN CNTY MINN 5 38GO LTX DUE 12/01/38 0.0%
Value ($000) $21 Shares 20,000 Est. Cost $1.03 Unrealized
PIKE ROAD ALA 5 48GO UTX DUE 03/01/48 0.0%
Value ($000) $21 Shares 20,000 Est. Cost $1.03 Unrealized
NEVADA POWER CO 5.9 53 DUE 05/01/53 0.0%
Value ($000) $21 Shares 20,000 Est. Cost $1.03 Unrealized
ANOKA CNTY MINN 4 36GO UTX DUE 02/01/36 0.0%
Value ($000) $21 Shares 20,000 Est. Cost $1.03 Unrealized
LANCASTER PA 5 47GO UTX DUE 11/01/47OID 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $1.02 Unrealized
WMFFX AMERICAN FUNDS WASHINGTON MUTUAL F2 0.0%
Value ($000) $20 Shares 306 Est. Cost $66.87 Unrealized
ALTRIA GROUP, IN 5.95 49 DUE 02/14/49 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $1.02 Unrealized
JOHN DEERE CAPIT 4.75 28 DUE 01/20/28 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $1.02 Unrealized
EATON VANCE TAX ADVT DIV INC 0.0%
Value ($000) $20 Shares 832 Est. Cost $24.05 Unrealized
SHREVEPORT LA 5 49GO UTX DUE 03/01/49 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $1.01 Unrealized
US TREASUR NT 4.25 11/34UST NOTE DUE 11/15/34 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $1.01 Unrealized
KENOSHA WIS UNI SCH 5 29GO UTX DUE 04/01/29 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $1.01 Unrealized
DFLV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $20 Shares 613 Est. Cost $30.27 Unrealized
CHS INC. VAR 6.75 PFDPFD SER 3 0.0%
Value ($000) $20 Shares 813 Est. Cost $24.77 Unrealized
HARRIS CNTY TEX MUN 5 52GO UTX DUE 09/01/52OID 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $1.01 Unrealized
U.S. BANCORP 6 45 DUE 08/07/45 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $1.00 Unrealized
WELLS FARGO & CO 4.3 27 DUE 07/22/27 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $1.00 Unrealized
THE GOLDMAN SACHS G 6 40 DUE 01/20/40 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $1.00 Unrealized
BOSCOBEL WIS ARE 4.25 42GO UTX DUE 03/01/42OID 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $1.00 Unrealized
WELLS FARGO BANK, 5.4 25CD FDIC INS DUE 10/31/25US 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $1.00 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $20 Shares 295 Est. Cost $60.02 Unrealized
APPLETON WIS STORM 4 34 CALLED @100 EFF: 10/14/2025 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $1.00 Unrealized
VFWAX VANGUARD FTSE ALL-WLD EX-US IDX ADMIRAL 0.0%
Value ($000) $20 Shares 450 Est. Cost $44.38 Unrealized
ST JAMES MINN INDPT 4 42GO UTX DUE 02/01/42 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $0.99 Unrealized
LA CROSSE CNTY W 3.25 35GO UTX DUE 10/01/35OID 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $0.99 Unrealized
SWYNX SCHWAB TARGET 2060 INDEX 0.0%
Value ($000) $20 Shares 886 Est. Cost $22.25 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $20 Shares 180 Est. Cost $109.90 Unrealized -2.6%
NTNL BANK OF CA6.05 45F DUE 04/09/45 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $0.98 Unrealized
CREDIT AGRICOLE5.75 36F DUE 06/18/36 0.0%
Value ($000) $19 Shares 20,000 Est. Cost $0.97 Unrealized
ELLSWORTH WIS CM 4.25 43GO UTX DUE 04/01/43OID 0.0%
Value ($000) $19 Shares 20,000 Est. Cost $0.97 Unrealized
IWX ISHARES TR 0.0%
Value ($000) $19 Shares 220 Est. Cost $87.88 Unrealized
SHOREWOOD WIS 4 43GO UTX DUE 03/01/43OID 0.0%
Value ($000) $19 Shares 20,000 Est. Cost $0.96 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $19 Shares 206 Est. Cost $69.96 Unrealized +24.5%
US TREASU NT 3.875 05/27UST NOTE DUE 05/31/27 0.0%
Value ($000) $19 Shares 19,000 Est. Cost $1.00 Unrealized
SAFRA NTNL BANK O 4.1 26CD FDIC INS DUE 07/14/26US 0.0%
Value ($000) $19 Shares 19,000 Est. Cost $1.00 Unrealized
PROMEDICA TOLED 6.015 48 DUE 11/15/48 0.0%
Value ($000) $19 Shares 20,000 Est. Cost $0.95 Unrealized
DTEGY DEUTSCHE TELEKOM AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $19 Shares 555 Est. Cost $34.15 Unrealized
MICROSOFT CORP 3.5 35 DUE 02/12/35 0.0%
Value ($000) $19 Shares 20,000 Est. Cost $0.94 Unrealized
US TREASURY BILL25U S T BILL DUE 12/26/25 0.0%
Value ($000) $19 Shares 19,000 Est. Cost $0.99 Unrealized
VSGAX VANGUARD SMALL CAP GROWTH INDEX ADMIRAL 0.0%
Value ($000) $19 Shares 180 Est. Cost $104.45 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $19 Shares 239 Est. Cost $78.66 Unrealized
RICHLAND SCH DIST W 4 44GO UTX DUE 03/01/44OID 0.0%
Value ($000) $19 Shares 20,000 Est. Cost $0.93 Unrealized
FDFAX FIDELITY SELECT CONSUMER STAPLES PORT 0.0%
Value ($000) $19 Shares 223 Est. Cost $83.57 Unrealized
BIL SPDR SERIES TRUST 0.0%
Value ($000) $19 Shares 202 Est. Cost $91.43 Unrealized
US TREASU NT 1.875 02/27UST NOTE DUE 02/28/27 0.0%
Value ($000) $19 Shares 19,000 Est. Cost $0.98 Unrealized
CHS INC. VAR P 7.1 PFDPFD SER 2 0.0%
Value ($000) $19 Shares 743 Est. Cost $24.92 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $18 Shares 78 Est. Cost $312.26 Unrealized -19.5%
PGRTX PRINCIPAL SMALLCAP GROWTH I INSTL 0.0%
Value ($000) $18 Shares 1,133 Est. Cost $16.19 Unrealized
US TREASU NT 4.125 08/30UST NOTE DUE 08/31/30 0.0%
Value ($000) $18 Shares 18,000 Est. Cost $1.02 Unrealized
AICFX AMERICAN FUNDS INVMT CO OF AMER F1 0.0%
Value ($000) $18 Shares 274 Est. Cost $66.66 Unrealized
DULUTH MINN ECON 4.25 48SYST HLTH DUE 02/15/48OID XTRO 0.0%
Value ($000) $18 Shares 20,000 Est. Cost $0.91 Unrealized
MFS CHARTER INCOME TR 0.0%
Value ($000) $18 Shares 2,826 Est. Cost $6.36 Unrealized
COMCAST CORP 3.15 26 DUE 03/01/26 0.0%
Value ($000) $18 Shares 18,000 Est. Cost $1.00 Unrealized
ICOP ISHARES TR 0.0%
Value ($000) $18 Shares 473 Est. Cost $25.59 Unrealized
RICIX T. ROWE PRICE INTL DISCIPLINED EQ I 0.0%
Value ($000) $18 Shares 1,504 Est. Cost $11.78 Unrealized
VPMAX VANGUARD PRIMECAP ADM 0.0%
Value ($000) $18 Shares 90 Est. Cost $196.01 Unrealized
U.S. BANCORP 5.56 PFDPFD SER B 0.0%
Value ($000) $18 Shares 899 Est. Cost $19.60 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $17 Shares 450 Est. Cost $29.96 Unrealized +25.0%
HPQ HP INC 0.0%
Value ($000) $17 Shares 637 Est. Cost $34.20 Unrealized -23.6%
ABBVIE INC. 3.2 29 DUE 11/21/29 0.0%
Value ($000) $17 Shares 18,000 Est. Cost $0.96 Unrealized
US TREASUR NT 4.25 02/29UST NOTE DUE 02/28/29 0.0%
Value ($000) $17 Shares 17,000 Est. Cost $1.02 Unrealized
ACWV ISHARES INC 0.0%
Value ($000) $17 Shares 144 Est. Cost $109.58 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $17 Shares 304 Est. Cost $58.33 Unrealized -2.6%
US TREASU NT 4.125 09/27UST NOTE DUE 09/30/27 0.0%
Value ($000) $17 Shares 17,000 Est. Cost $1.01 Unrealized
REYNOLDS AMERICA 7.25 37 DUE 06/15/37 0.0%
Value ($000) $17 Shares 15,000 Est. Cost $1.14 Unrealized
US TREASU NT 4.125 02/27UST NOTE DUE 02/15/27 0.0%
Value ($000) $17 Shares 17,000 Est. Cost $1.01 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $17 Shares 2,806 Est. Cost $5.41 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $17 Shares 535 Est. Cost $30.80 Unrealized
PRSIX T. ROWE PRICE SPECTRUM CNSRV ALLC 0.0%
Value ($000) $17 Shares 799 Est. Cost $21.12 Unrealized
US TREASUR NT 0.75 05/26UST NOTE DUE 05/31/26 0.0%
Value ($000) $17 Shares 17,000 Est. Cost $0.98 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value ($000) $16 Shares 51 Est. Cost $409.02 Unrealized -24.7%
DODWX DODGE & COX GLOBAL STOCK I 0.0%
Value ($000) $16 Shares 992 Est. Cost $16.51 Unrealized
CHS INC. 7.5 7.5 PFDPFD SER 4 0.0%
Value ($000) $16 Shares 634 Est. Cost $25.65 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $16 Shares 3 Est. Cost $4764.13 Unrealized +16.8%
SWNRX SCHWAB TARGET 2050 0.0%
Value ($000) $16 Shares 820 Est. Cost $19.59 Unrealized
THE BANK OF NEW 4.25 26CD FDIC INS DUE 06/10/26US 0.0%
Value ($000) $16 Shares 16,000 Est. Cost $1.00 Unrealized
US TREASU NT 4.125 06/26UST NOTE DUE 06/15/26 0.0%
Value ($000) $16 Shares 16,000 Est. Cost $1.00 Unrealized
TGADX TEMPLETON GROWTH ADV 0.0%
Value ($000) $16 Shares 508 Est. Cost $31.54 Unrealized
GSIKX GOLDMAN SACHS INTERNATIONAL EQ INC INSTL 0.0%
Value ($000) $16 Shares 736 Est. Cost $21.63 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $16 Shares 76 Est. Cost $190.42 Unrealized
FLENX FIDELITY ADVISOR LEVERAGED COMPANY STOCK FD I 0.0%
Value ($000) $16 Shares 352 Est. Cost $45.03 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $16 Shares 966 Est. Cost $16.35 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $16 Shares 110 Est. Cost $109.05 Unrealized 0.0%
GLP GLOBAL PARTNERS LP 0.0%
Value ($000) $16 Shares 328 Est. Cost $46.55 Unrealized
SMLV SPDR SERIES TRUST 0.0%
Value ($000) $16 Shares 120 Est. Cost $127.89 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $16 Shares 140 Est. Cost $106.41 Unrealized
NEW BRIGHTON MINN 4 28DB UTX DUE 02/01/28 0.0%
Value ($000) $16 Shares 15,000 Est. Cost $1.03 Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $15 Shares 354 Est. Cost $33.12 Unrealized
ELLIS CNTY KANS UNI 5 47GO UTX DUE 09/01/47 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $1.02 Unrealized
HENNEPIN CNTY MINN 5 39GO UTX DUE 12/01/39 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $1.02 Unrealized
NIO NIO INC 0.0%
Value ($000) $15 Shares 2,000 Est. Cost $4.36 Unrealized
LE SUEUR-HENDERSO 4.5 43GO UTX DUE 02/01/43OID 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $1.01 Unrealized
WISCONSIN ST HEALTH 5 36SYST HLTH DUE 11/15/36XTRO 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $1.01 Unrealized
WASHINGTON ST 5 33GO UTX DUE 07/01/33 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $1.01 Unrealized
MERCANTILE BANK 4.15 26CD FDIC INS DUE 03/26/26US 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $1.00 Unrealized
MANITOWOC WIS 4 40GO UTX DUE 02/01/40 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $1.00 Unrealized
TRUIST BANK 4.35 25CD FDIC INS DUE 12/15/25US 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $1.00 Unrealized
SIOUX FALLS S D 3.25 30EXCISE TAX DUE 11/15/30OID 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $1.00 Unrealized
READING OHIO CMNTY 5 46GO UTX DUE 11/01/46 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $1.00 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $15 Shares 78 Est. Cost $210.89 Unrealized -13.8%
PCAR PACCAR INC 0.0%
Value ($000) $15 Shares 150 Est. Cost $90.46 Unrealized +7.1%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $15 Shares 71 Est. Cost $210.65 Unrealized -4.3%
WISCONSIN RAPIDS 1.7 32GO UTX DUE 04/01/32OID 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $0.98 Unrealized
HOWARDS GROVE WIS S 4 43GO UTX DUE 04/01/43OID 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $0.98 Unrealized
FRDAX FRANKLIN RISING DIVIDENDS ADV 0.0%
Value ($000) $15 Shares 149 Est. Cost $98.20 Unrealized
PKG PACKAGING CORP AMER 0.0%
Value ($000) $15 Shares 67 Est. Cost $224.51 Unrealized -9.1%
CGRIX CALAMOS GROWTH I 0.0%
Value ($000) $15 Shares 180 Est. Cost $80.70 Unrealized
IEDIX VOYA LARGE CAP VALUE I 0.0%
Value ($000) $15 Shares 1,036 Est. Cost $14.01 Unrealized
MPACX MATTHEWS ASIA GROWTH INVESTOR 0.0%
Value ($000) $14 Shares 524 Est. Cost $27.64 Unrealized
VERIZON NEW JERS 7.85 29 DUE 11/15/29 0.0%
Value ($000) $14 Shares 13,000 Est. Cost $1.11 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $14 Shares 100 Est. Cost $117.77 Unrealized
RAINBOW CITY AL 4.375 53GO UTX DUE 01/01/53OID 0.0%
Value ($000) $14 Shares 15,000 Est. Cost $0.95 Unrealized
ZVRA ZEVRA THERAPEUTICS INC 0.0%
Value ($000) $14 Shares 1,500 Est. Cost $7.95 Unrealized +26.2%
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $14 Shares 896 Est. Cost $15.90 Unrealized
KAYNE ANDERSON ENERGY INFRST 0.0%
Value ($000) $14 Shares 1,142 Est. Cost $12.71 Unrealized
CBT CABOT CORP 0.0%
Value ($000) $14 Shares 185 Est. Cost $104.66 Unrealized -26.3%
BANK OF AMERICA, 4.25 26CD FDIC INS DUE 02/06/26US 0.0%
Value ($000) $14 Shares 14,000 Est. Cost $1.00 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $14 Shares 23 Est. Cost $492.97 Unrealized +14.3%
NORTHPORT ALA 4.25 53GO UTX DUE 04/01/53OID 0.0%
Value ($000) $14 Shares 15,000 Est. Cost $0.93 Unrealized
GOLDMAN SACHS BAN 3.7 26CD FDIC INS DUE 09/16/26US 0.0%
Value ($000) $14 Shares 14,000 Est. Cost $1.00 Unrealized
PSK SPDR SERIES TRUST 0.0%
Value ($000) $14 Shares 421 Est. Cost $32.99 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $14 Shares 354 Est. Cost $44.04 Unrealized -1.9%
CAJPY CANON INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $14 Shares 476 Est. Cost $29.16 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $14 Shares 48 Est. Cost $185.97 Unrealized +42.2%
FRIDLEY MINN 3.5 42GO UTX DUE 02/01/42OID 0.0%
Value ($000) $14 Shares 15,000 Est. Cost $0.92 Unrealized
SPSM SPDR SERIES TRUST 0.0%
Value ($000) $14 Shares 297 Est. Cost $44.95 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $14 Shares 400 Est. Cost $40.51 Unrealized -15.2%
SHERBURNE CNTY 3.375 42GO UTX DUE 02/01/42OID 0.0%
Value ($000) $14 Shares 15,000 Est. Cost $0.92 Unrealized
DOMINION ENERGY 5.25 35 DUE 03/01/35 0.0%
Value ($000) $14 Shares 14,000 Est. Cost $0.98 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $14 Shares 180 Est. Cost $84.84 Unrealized -12.1%
PBW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $13 Shares 465 Est. Cost $20.02 Unrealized
US TREASU NT 4.375 11/30UST NOTE DUE 11/30/30 0.0%
Value ($000) $13 Shares 13,000 Est. Cost $1.03 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $13 Shares 53 Est. Cost $260.77 Unrealized -6.4%
VVOIX INVESCO VALUE OPPORTUNITIES Y 0.0%
Value ($000) $13 Shares 539 Est. Cost $24.52 Unrealized
ALACHUA CNTY FLA HE 4 49SYST HLTH DUE 12/01/49XTRO 0.0%
Value ($000) $13 Shares 15,000 Est. Cost $0.87 Unrealized
FIDELITY ADVISOR TECHNOLOGY Z 0.0%
Value ($000) $13 Shares 79 Est. Cost $165.38 Unrealized
R RYDER SYS INC 0.0%
Value ($000) $13 Shares 69 Est. Cost $159.06 Unrealized +13.4%
JPMORGAN CHASE B 4.35 26CD FDIC INS DUE 07/24/26US 0.0%
Value ($000) $13 Shares 13,000 Est. Cost $1.00 Unrealized
HMC HONDA MOTOR LTD 0.0%
Value ($000) $13 Shares 415 Est. Cost $28.55 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $13 Shares 114 Est. Cost $123.33 Unrealized -4.4%
FCGAX FRANKLIN GROWTH ADV 0.0%
Value ($000) $13 Shares 83 Est. Cost $153.77 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $13 Shares 443 Est. Cost $22.24 Unrealized
IDLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $13 Shares 380 Est. Cost $33.50 Unrealized
ERIC TELEFONAKTIEBOLAGET LM ERICS 0.0%
Value ($000) $13 Shares 1,520 Est. Cost $8.06 Unrealized
SCUS SCHWAB STRATEGIC TR 0.0%
Value ($000) $13 Shares 497 Est. Cost $25.25 Unrealized
CHS INC. 7.8 7.875 PFDPFD SER 1 0.0%
Value ($000) $12 Shares 460 Est. Cost $26.58 Unrealized
CROSS RIVER BANK 4.2 25CD FDIC INS DUE 11/19/25US 0.0%
Value ($000) $12 Shares 12,000 Est. Cost $1.00 Unrealized
GSK GSK PLC 0.0%
Value ($000) $12 Shares 277 Est. Cost $38.24 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $12 Shares 200 Est. Cost $54.50 Unrealized
BARRICK NORTH AME 7.5 38 DUE 09/15/38 0.0%
Value ($000) $12 Shares 10,000 Est. Cost $1.19 Unrealized
GSL GLOBAL SHIP LEASE INC NEW 0.0%
Value ($000) $12 Shares 380 Est. Cost $23.39 Unrealized +27.4%
RHHBY ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS 0.0%
Value ($000) $12 Shares 279 Est. Cost $41.81 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $12 Shares 130 Est. Cost $82.57 Unrealized
NICE NICE LTD 0.0%
Value ($000) $12 Shares 80 Est. Cost $169.84 Unrealized
REGIONS FINL CO 7.375 37 DUE 12/10/37 0.0%
Value ($000) $12 Shares 10,000 Est. Cost $1.15 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value ($000) $11 Shares 300 Est. Cost $37.09 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $11 Shares 240 Est. Cost $40.41 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $11 Shares 220 Est. Cost $43.58 Unrealized +10.9%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $11 Shares 160 Est. Cost $70.98 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $11 Shares 101 Est. Cost $102.04 Unrealized +6.0%
THE HERSHEY CO 4.95 32 DUE 02/24/32 0.0%
Value ($000) $11 Shares 11,000 Est. Cost $1.03 Unrealized
OMF ONEMAIN HLDGS INC 0.0%
Value ($000) $11 Shares 200 Est. Cost $51.85 Unrealized +13.8%
ALTRIA GROUP, I 6.875 33 DUE 11/01/33 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.13 Unrealized
WASAX MACQUARIE ASSET STRATEGY FUND CL A 0.0%
Value ($000) $11 Shares 465 Est. Cost $24.12 Unrealized
ASSURED GUARANTY US 7 34 DUE 06/01/34 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.12 Unrealized
UNITEDHEALTH GROU 6.5 37 DUE 06/15/37 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.12 Unrealized
AMERICAN EXPRESS 4.2 28CD FDIC INS DUE 01/31/28US 0.0%
Value ($000) $11 Shares 11,000 Est. Cost $1.01 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $11 Shares 169 Est. Cost $58.81 Unrealized
HNDL STRATEGY SHS 0.0%
Value ($000) $11 Shares 500 Est. Cost $21.33 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $87.00 Unrealized +29.1%
GOLDMAN SACHS BA 4.25 27CD FDIC INS DUE 02/04/27US 0.0%
Value ($000) $11 Shares 11,000 Est. Cost $1.01 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $11 Shares 164 Est. Cost $58.42 Unrealized +23.5%
SWSCX SCHWAB SMALL-CAP EQUITY 0.0%
Value ($000) $11 Shares 515 Est. Cost $21.41 Unrealized
HOMETRUST BANK 4.15 25CD FDIC INS DUE 11/10/25US 0.0%
Value ($000) $11 Shares 11,000 Est. Cost $1.00 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $11 Shares 244 Est. Cost $37.26 Unrealized +16.4%
PEIYX PUTNAM LARGE CAP VALUE Y 0.0%
Value ($000) $11 Shares 282 Est. Cost $38.88 Unrealized
JERSEY CENTRAL PO 6.4 36 DUE 05/15/36 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.10 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $11 Shares 132 Est. Cost $80.65 Unrealized -2.5%
GLAD GLADSTONE CAPITAL CORP 0.0%
Value ($000) $11 Shares 500 Est. Cost $23.05 Unrealized +8.2%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $11 Shares 134 Est. Cost $94.87 Unrealized -21.6%
ST CROIX CENT SC 4.25 42GO UTX DUE 03/01/42OID 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.09 Unrealized
FPI FARMLAND PARTNERS INC 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $11.76 Unrealized
CLWFX COLUMBIA CORNERSTONE GROWTH INST 2 0.0%
Value ($000) $11 Shares 124 Est. Cost $87.30 Unrealized
ST PAUL MINN PORT A 5 40GO UTX DUE 02/01/40 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.08 Unrealized
RIVER FALLS WIS SCH 5 36GO UTX DUE 04/01/36 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.08 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $11 Shares 177 Est. Cost $54.51 Unrealized +4.4%
HYDR GLOBAL X FDS 0.0%
Value ($000) $11 Shares 310 Est. Cost $23.03 Unrealized
EEMV ISHARES INC 0.0%
Value ($000) $11 Shares 167 Est. Cost $58.18 Unrealized
ST JOHN BAPTIST P 5.5 50GO LTX DUE 03/01/50 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.07 Unrealized
SARTELL MINN INDPT 5 43GO UTX DUE 02/01/43 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.06 Unrealized
CUMBERLAND WIS SCH 5 40GO UTX DUE 03/01/40 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.06 Unrealized
SPRING VY WIS SC 5.25 43GO UTX DUE 03/01/43 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.06 Unrealized
BANK OF AMERICA C 6.8 28 DUE 03/15/28 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.06 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $11 Shares 142 Est. Cost $76.44 Unrealized -0.3%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $11 Shares 70 Est. Cost $113.29 Unrealized +17.7%
THE CIGNA GROUP 6.125 41 DUE 11/15/41 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.05 Unrealized
DUKE ENERGY FLOR 5.95 52 DUE 11/15/52 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.05 Unrealized
GLOBE LIFE INC. 5.85 34 DUE 09/15/34 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.05 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $10 Shares 57 Est. Cost $193.15 Unrealized +0.1%
PACIFICORP 6 39 DUE 01/15/39 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.04 Unrealized
LENNOX S D SCH DIST 5 47GO UTX DUE 08/01/47 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.04 Unrealized
SMMT SUMMIT THERAPEUTICS INC 0.0%
Value ($000) $10 Shares 504 Est. Cost $19.38 Unrealized +25.1%
JEFFERSON CNTY KA 5.5 48GO UTX DUE 09/01/48 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.04 Unrealized
FRONTIER FLORIDA 6.86 28 DUE 02/01/28 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.04 Unrealized
LACKAWANNA CNTY 5.25 43GO UTX DUE 11/01/43 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.04 Unrealized
MASSACHUSETTS ST 5 52GO UTX DUE 10/01/52 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.04 Unrealized
BASFY BASF SE FSPONSORED ADR 1 ADR REP 0.25 ORD SHS 0.0%
Value ($000) $10 Shares 833 Est. Cost $12.46 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $10 Shares 91 Est. Cost $113.88 Unrealized
OSCEOLA CNTY FL 6.658 27SCH COPS DUE 04/01/27XTRO TAXBL 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.04 Unrealized
POLK CNTY IOWA 5 42GO UTX DUE 06/01/42AMT 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.04 Unrealized
THE GOLDMAN SACH 5.35 32 DUE 02/15/32 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.03 Unrealized
PACIFICORP 5.75 37 DUE 04/01/37 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.03 Unrealized
HP INC. 6 41 DUE 09/15/41 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.03 Unrealized
COLLIN CNTY TEX MUN 5 40GO UTX DUE 09/01/40OID 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.03 Unrealized
SARALAND ALA 5 53GO UTX DUE 10/01/53OID 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.03 Unrealized
HENNEPIN CNTY MINN 5 31GO UTX DUE 12/01/31 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.03 Unrealized
WHITMAN CNTY WASH P 5 53GO UTX DUE 12/01/53OID 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.03 Unrealized
ERLANGER-ELSMERE KY 5 50GO UTX DUE 06/01/50 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.03 Unrealized
PIKE ROAD ALA 5 52GO UTX DUE 03/01/52 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.02 Unrealized
WISCONSIN ST HEALTH 5 35SYST HLTH DUE 04/01/35XTRO 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.02 Unrealized
NEWFOLDEN MINN IN 4.5 42GO UTX DUE 02/01/42OID 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.02 Unrealized
LORAIN CNTY OHIO 5 49GO LTX DUE 12/01/49 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.02 Unrealized
WISCONSIN ST 5 40GO UTX DUE 05/01/40 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.02 Unrealized
SHEBOYGAN TOWN WI 4.5 40GO UTX DUE 11/01/40 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.02 Unrealized
AETNA INC. 7.625 26 DUE 08/15/26 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.02 Unrealized
SOUTHEAST WIS PRO 5.5 26EXCISE TAX DUE 12/15/26NATIONAL PUBLIC FINA 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.02 Unrealized
WISCONSIN ST 4 38GO UTX DUE 05/01/38 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.02 Unrealized
COOK CNTY MINN 4.625 46GO UTX DUE 02/01/46OID 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.02 Unrealized
CORALVILLE IOWA 5 44GO UTX DUE 06/01/44 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.01 Unrealized
WOODLAND HILLS SCH 5 48GO LTX DUE 09/01/48OID 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.01 Unrealized
RPEIX T. ROWE PRICE DYNAMIC GLOBAL BOND I 0.0%
Value ($000) $10 Shares 1,315 Est. Cost $7.70 Unrealized
ST CLOUD MINN HEALT 5 48SYST HLTH DUE 05/01/48XTRO 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.01 Unrealized
THE GOLDMAN SACHS G 6 37 DUE 01/30/37 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.01 Unrealized
METROPOLITAN NASHVI 5 44AIR TRAN DUE 07/01/44XTRO AMT 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.01 Unrealized
SARALAND ALA 5 52GO UTX DUE 08/01/52 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.01 Unrealized
JPMORGAN CHASE & CO 6 44 DUE 11/29/44 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.01 Unrealized
MONONA GROVE WIS SC 4 38GO UTX DUE 05/01/38 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.01 Unrealized
BARCLAYS BANK P5.35 33F DUE 02/01/33 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.01 Unrealized
SUSSEX WIS 4 39GO UTX DUE 03/01/39 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.01 Unrealized
SIENNA MGMT DIST TE 5 47GO UTX DUE 03/01/47OID 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.01 Unrealized
WAYNE-WESTLAND CM 4.5 46GO UTX DUE 11/01/46OID 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.01 Unrealized
WELLTOWER INC. 4.25 28 DUE 04/15/28 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.01 Unrealized
NTNL BANK OF CANAD6 45F DUE 09/10/45 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.01 Unrealized
ROYAL BANK OF C5.75 38F DUE 12/29/38 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
HAMDEN CONN 4 39VP DUE 08/01/39 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
HNVIX HEARTLAND VALUE PLUS INSTITUTIONAL 0.0%
Value ($000) $10 Shares 278 Est. Cost $36.08 Unrealized
KAUKAUNA WIS EL 3.625 34ELEC UTIL DUE 12/15/34OID 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
TARTESSO WEST CMN 4.5 45GO UTX DUE 07/15/45OID 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
WISCONSIN ST HE 3.125 36SYST HLTH DUE 11/15/36OID XTRO 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
MCKINNEY MUN UTI 4.75 47GO UTX DUE 09/01/47OID 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
MOUNDS VIEW MINN IN 4 43GO UTX DUE 02/01/43 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
INTERNTNL BUSINESS 7 25 DUE 10/30/25 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
TSVIX TRANSAMERICA SMALL/MID CAP VALUE I 0.0%
Value ($000) $10 Shares 339 Est. Cost $29.55 Unrealized
FESTIVAL RANCH C 4.75 43GO UTX DUE 07/15/43OID 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
ROYAL BANK OF CA6.5 38F DUE 10/18/38 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
PATTERSON-UTI EN 5.15 29 DUE 11/15/29 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
KEARNY BANK 4.2 25CD FDIC INS DUE 12/15/25US 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
NEKOOSA WIS SCH D 3.5 33GO UTX DUE 03/01/33OID 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
SOUTH CAROLINA ST P 5 50COMB UTIL DUE 12/01/50 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
HARRIS CNTY TEX 3.25 32GO UTX DUE 09/01/32OID BUILD AMERICA MUTUAL 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
BELLSOUTH TELECOMMU 7XXX MATURED 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $10 Shares 47 Est. Cost $217.80 Unrealized 0.0%
PUBLIC FIN AUTH WIS 4 35SYST HLTH DUE 06/01/35XTRO 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
THE CHARLES SCHW 3.45 26 DUE 02/13/26 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
PELL CITY ALA 4.625 52GO UTX DUE 02/01/52OID 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
GENERAL ELECTRIC 4.05 27 DUE 02/15/27 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $10 Shares 36 Est. Cost $304.00 Unrealized -6.1%
NTNL RURAL UTILITIE 3 26 DUE 02/15/26 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.99 Unrealized
MINNETONKA MINN IND 4 43GO UTX DUE 02/01/43 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.99 Unrealized
FORT BEND CNTY 3.625 36GO UTX DUE 09/01/36OID 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.99 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $10 Shares 71 Est. Cost $139.68 Unrealized
DEERFIELD WIS CMNTY 4 41GO UTX DUE 03/01/41OID 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.99 Unrealized
FLUOR CORP 4.25 28 DUE 09/15/28 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.99 Unrealized
WISCONSIN ST HEALTH 4 38SYST HLTH DUE 08/15/38OID XTRO 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.99 Unrealized
HOBART WIS 4 41GO UTX DUE 03/01/41OID 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.98 Unrealized
DEUTSCHE BANK A5.75 44F DUE 10/31/44 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.98 Unrealized
WISCONSIN ST HEALTH 4 40SYST HLTH DUE 08/15/40OID XTRO 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.98 Unrealized
KAUKAUNA WIS ARE 4.25 44GO UTX DUE 03/01/44OID 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.98 Unrealized
EGG HARBOR WIS 4 40GO UTX DUE 04/01/40 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.98 Unrealized
WISCONSIN ST HE 4.375 39SYST HLTH DUE 06/01/39OID XTRO 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.98 Unrealized
NEILLSVILLE WIS SCH 4 43GO UTX DUE 04/01/43OID 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.98 Unrealized
ABBVIE INC. 4.5 35 DUE 05/14/35 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.98 Unrealized
MEDTRONIC, INC. 4.375 35 DUE 03/15/35 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.98 Unrealized
LAS VEGAS NEV CONVE 4 41SPL TAX DUE 07/01/41 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.98 Unrealized
ONALASKA WIS SCH DI 4 43GO UTX DUE 04/01/43OID 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.98 Unrealized
PEPSICO, INC. 4.875 40 DUE 11/01/40 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.98 Unrealized
PECATONICA WIS AREA 4 43GO UTX DUE 03/01/43OID 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.98 Unrealized
SLINGER WIS 4 42GO UTX DUE 03/01/42 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.97 Unrealized
HORICON WIS SCH D 3.5 37GO UTX DUE 04/01/37OID 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.97 Unrealized
GENERAL ELECTRIC 4.25 30 DUE 03/15/30 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.97 Unrealized
NASHWAUK KEEWATIN M 4 48GO UTX DUE 02/01/48 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.97 Unrealized
BEACON PT MET D 4.125 44GO UTX DUE 12/01/44OID ASSURED GUARANTY COR 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.97 Unrealized
RIVER FALLS WIS 4 43GO UTX DUE 09/01/43OID 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.97 Unrealized
HUDSON WIS SCH DIST 3 36GO UTX DUE 03/01/36OID 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.97 Unrealized
WISCONSIN ST HEALTH 4 39SYST HLTH DUE 04/01/39OID XTRO 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.97 Unrealized
DEUTSCHE BANK AKTI6 44F DUE 04/16/44 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.97 Unrealized
MEDFORD WIS AREA 4.25 44GO UTX DUE 04/01/44OID 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.97 Unrealized
PENNSYLVANIA ST 3 35GO UTX DUE 02/01/35OID 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.97 Unrealized
GENERAL ELECTRIC 4.15 30 DUE 11/15/30 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.96 Unrealized
AT&T INC. 4.5 35 DUE 05/15/35 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.96 Unrealized
PRESCOTT WIS 3.4 38GO UTX DUE 04/01/38OID 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.96 Unrealized
CALEDONIA WIS 4 43GO UTX DUE 04/01/43 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.96 Unrealized
SUPERIOR WIS SCH DI 3 35GO UTX DUE 04/01/35OID 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.96 Unrealized
THE ALLSTATE CORP 5.2 42 DUE 01/15/42 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.96 Unrealized
IYE ISHARES TR 0.0%
Value ($000) $10 Shares 201 Est. Cost $45.59 Unrealized
INTEL CORP 4 32 DUE 12/15/32 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.95 Unrealized
ORACLE CORP 4.3 34 DUE 07/08/34 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.95 Unrealized
WISCONSIN HSG & 4.15 48MULT HSG DUE 11/01/48XTRO 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.95 Unrealized
EQNR EQUINOR ASA 0.0%
Value ($000) $9 Shares 389 Est. Cost $24.38 Unrealized
CHEATHAM CNTY TE 4.25 46GO UTX DUE 12/01/46OID 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.95 Unrealized
XCEL ENERGY INC. 5.25 53 DUE 04/01/53 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.95 Unrealized
GENERAL ELECTRIC CO 4 32 DUE 06/15/32 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.95 Unrealized
HARRIS-WALLER CNTY 4 41GO UTX DUE 09/01/41OID 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.94 Unrealized
NEW HAMPSHIRE ST BU 5 53WTR IDR DUE 04/01/53OID XTRO AMT 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.94 Unrealized
ST FRANCIS MINN 4.125 53GO UTX DUE 02/01/53OID 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.94 Unrealized
MARA MARA HOLDINGS INC 0.0%
Value ($000) $9 Shares 512 Est. Cost $20.23 Unrealized -16.7%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $9 Shares 458 Est. Cost $19.38 Unrealized +10.1%
SWORX SCHWAB TARGET 2055 0.0%
Value ($000) $9 Shares 466 Est. Cost $20.05 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $9 Shares 4,000 Est. Cost $1.70 Unrealized 0.0%
PUBLIC FIN AUTH WIS 5 38PRIV EDUC DUE 03/01/38XTRO 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.93 Unrealized
ROCHESTER MINN HEAL 4 48HOSP HLTH DUE 11/15/48XTRO 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.93 Unrealized
GAINESVILLE & HALL 4 42SYST HLTH DUE 02/15/42OID XTRO 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.93 Unrealized
WPPI ENERGY WIS 3.125 37ELEC UTIL DUE 07/01/37OID 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.93 Unrealized
SWYMX SCHWAB TARGET 2050 INDEX 0.0%
Value ($000) $9 Shares 427 Est. Cost $21.63 Unrealized
MONSANTO CO 4.2 34 DUE 07/15/34 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.92 Unrealized
NFFFX AMERICAN FUNDS NEW WORLD F2 0.0%
Value ($000) $9 Shares 97 Est. Cost $94.30 Unrealized
WICHITA KANS 4.25 44GO UTX DUE 12/01/44OID AMT 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.91 Unrealized
PARAMOUNT GLOBAL 5.85 43 DUE 09/01/43 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.91 Unrealized
WISCONSIN ST HEALTH 4 47HOSP HLTH DUE 08/15/47XTRO 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.91 Unrealized
ORACLE CORP 3.9 35 DUE 05/15/35 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.91 Unrealized
ST CLOUD MINN HEALT 4 49SYST HLTH DUE 05/01/49XTRO 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.90 Unrealized
WISCONSIN ST HEALTH 4 46PRIV EDUC DUE 12/01/46XTRO 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.90 Unrealized
MONTGOMERY PA AR 4.05 52GO LTX DUE 09/01/52OID 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.90 Unrealized
PHILIP MORRIS INT 4.5 42 DUE 03/20/42 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.90 Unrealized
FORT BEND CNTY TEX 4 45GO UTX DUE 04/01/45OID 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.90 Unrealized
XCEL ENERGY INC. 4.5 41 DUE 08/15/41 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.90 Unrealized
PUBLIC FIN AUTH 4.85 42MULT HSG DUE 12/01/42OID XTRO 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.90 Unrealized
THE WALT DISNEY 4.375 41 DUE 08/16/41 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.90 Unrealized
CHTYX INVESCO CHARTER Y 0.0%
Value ($000) $9 Shares 397 Est. Cost $22.62 Unrealized
OVV OVINTIV INC 0.0%
Value ($000) $9 Shares 222 Est. Cost $37.62 Unrealized +8.4%
SOUTHERN POWER C 4.95 46 DUE 12/15/46 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.89 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $9 Shares 575 Est. Cost $11.40 Unrealized
COLORADO HEALTH F 4.5 38CCRC HLTH DUE 09/15/38OID XTRO 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.89 Unrealized
EDISON INTERNTNL 4.5 40 DUE 09/01/40 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.88 Unrealized
DUKE ENERGY PRO 4.375 44 DUE 03/30/44 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.88 Unrealized
FORT BEND CNTY T 3.25 38GO UTX DUE 09/01/38OID FORT BEND CNTY TEX M 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.87 Unrealized
AGI ALAMOS GOLD INC NEW 0.0%
Value ($000) $9 Shares 250 Est. Cost $19.28 Unrealized +48.3%
CLX CLOROX CO DEL 0.0%
Value ($000) $9 Shares 70 Est. Cost $157.37 Unrealized -22.3%
WISCONSIN RAPIDS 1.7 32GO UTX DUE 04/01/32OID 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.86 Unrealized
WILKES-BARRE PA 3.75 44GO LTX DUE 04/15/44OID 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.86 Unrealized
ALTRIA GROUP, INC 4.5 43 DUE 05/02/43 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.86 Unrealized
VIS VANGUARD WORLD FD 0.0%
Value ($000) $9 Shares 29 Est. Cost $250.17 Unrealized
BANK OF AMERICA C 3.6 40 DUE 02/15/40 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.85 Unrealized
RUTGERS ST UNIV 4.146 48PUB EDUC DUE 05/01/48TAXBL 0.0%
Value ($000) $8 Shares 10,000 Est. Cost $0.85 Unrealized
DFTIX DFA INTERMEDIATE-TERM MUNICIPAL BD I 0.0%
Value ($000) $8 Shares 834 Est. Cost $10.11 Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $8 Shares 50 Est. Cost $81.14 Unrealized +68.6%
DUPONT DE NEMOUR 4.05 49 DUE 08/15/49 0.0%
Value ($000) $8 Shares 10,000 Est. Cost $0.84 Unrealized
PUBLIC FIN AUTH WIS 5 48PRIV EDUC DUE 03/01/48XTRO 0.0%
Value ($000) $8 Shares 10,000 Est. Cost $0.84 Unrealized
WISCONSIN HEALTH & 4 48CCRC HLTH DUE 07/01/48OID XTRO 0.0%
Value ($000) $8 Shares 10,000 Est. Cost $0.81 Unrealized
ASHWAUBENON WIS CMN 3 44LEAS BLDG DUE 06/01/44OID XTRO 0.0%
Value ($000) $8 Shares 10,000 Est. Cost $0.81 Unrealized
TDEIX TRANSAMERICA US GROWTH I 0.0%
Value ($000) $8 Shares 228 Est. Cost $34.95 Unrealized
APPLE INC. 3.45 45 DUE 02/09/45 0.0%
Value ($000) $8 Shares 10,000 Est. Cost $0.79 Unrealized
WISCONSIN ST HE 3.125 44SYST HLTH DUE 12/15/44OID XTRO 0.0%
Value ($000) $8 Shares 10,000 Est. Cost $0.79 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $8 Shares 271 Est. Cost $22.66 Unrealized +33.2%
LAKE SUPERIOR M 2.125 38GO UTX DUE 02/01/38OID 0.0%
Value ($000) $8 Shares 10,000 Est. Cost $0.78 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $8 Shares 369 Est. Cost $21.26 Unrealized
MASSACHUSETTS ST 3 46GO LTX DUE 09/01/46OID 0.0%
Value ($000) $8 Shares 10,000 Est. Cost $0.77 Unrealized
SPHY SPDR SERIES TRUST 0.0%
Value ($000) $8 Shares 321 Est. Cost $23.86 Unrealized
BG BUNGE GLOBAL SA 0.0%
Value ($000) $8 Shares 94 Est. Cost $84.46 Unrealized -6.2%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $8 Shares 127 Est. Cost $51.78 Unrealized +11.6%
SWYEX SCHWAB TARGET 2030 INDEX 0.0%
Value ($000) $8 Shares 428 Est. Cost $17.69 Unrealized
DFAIX DFA SHORT-DURATION REAL RETURN INSTL 0.0%
Value ($000) $8 Shares 688 Est. Cost $10.94 Unrealized
NORTHERN STATES 3.75 47 DUE 12/01/47 0.0%
Value ($000) $7 Shares 10,000 Est. Cost $0.74 Unrealized
WISCONSIN ST HE 3.125 49SYST HLTH DUE 12/15/49OID XTRO 0.0%
Value ($000) $7 Shares 10,000 Est. Cost $0.73 Unrealized
THE BOEING CO 3.65 47 DUE 03/01/47 0.0%
Value ($000) $7 Shares 10,000 Est. Cost $0.73 Unrealized
DFGEX DFA GLOBAL REAL ESTATE SECURITIES PORT 0.0%
Value ($000) $7 Shares 654 Est. Cost $11.03 Unrealized
DLX DELUXE CORP 0.0%
Value ($000) $7 Shares 372 Est. Cost $19.63 Unrealized -10.2%
TFEBX AMERICAN FUNDS TAX EXEMPT BOND F3 0.0%
Value ($000) $7 Shares 567 Est. Cost $12.39 Unrealized
EFAV ISHARES TR 0.0%
Value ($000) $7 Shares 83 Est. Cost $71.21 Unrealized
BCE BCE INC 0.0%
Value ($000) $7 Shares 300 Est. Cost $26.15 Unrealized -10.1%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $7 Shares 96 Est. Cost $70.01 Unrealized +4.7%
OREGON ST FACS AUTH 3 45UNIV EDUC DUE 10/01/45OID XTRO 0.0%
Value ($000) $7 Shares 10,000 Est. Cost $0.70 Unrealized
UNL UNITED STS 12 MONTH NAT GAS 0.0%
Value ($000) $7 Shares 889 Est. Cost $8.17 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 261 Est. Cost $14.41 Unrealized +64.7%
DFAU DIMENSIONAL ETF TRUST 0.0%
Value ($000) $7 Shares 150 Est. Cost $40.38 Unrealized
AWSYX INVESCO GLOBAL CORE EQUITY Y 0.0%
Value ($000) $7 Shares 385 Est. Cost $17.74 Unrealized
FDVIX FIDELITY ADVISOR DIVERSIFIED INTL I 0.0%
Value ($000) $7 Shares 218 Est. Cost $31.10 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $7 Shares 30 Est. Cost $140.81 Unrealized +52.5%
PII POLARIS INC 0.0%
Value ($000) $7 Shares 116 Est. Cost $69.58 Unrealized -22.5%
IEMG ISHARES INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $65.92 Unrealized
FIQSX FIDELITY ADVISOR FLOATING RATE HI INC Z 0.0%
Value ($000) $7 Shares 719 Est. Cost $9.17 Unrealized
TKAMY THYSSENKRUPP AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $7 Shares 477 Est. Cost $13.77 Unrealized
AT&T INC. 6.3 38 DUE 01/15/38 0.0%
Value ($000) $7 Shares 6,000 Est. Cost $1.09 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OV 0.0%
Value ($000) $7 Shares 237 Est. Cost $27.05 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $6 Shares 25 Est. Cost $265.60 Unrealized -5.7%
HSY HERSHEY CO 0.0%
Value ($000) $6 Shares 34 Est. Cost $172.88 Unrealized +3.9%
SPMD SPDR SERIES TRUST 0.0%
Value ($000) $6 Shares 111 Est. Cost $54.02 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $6 Shares 66 Est. Cost $88.35 Unrealized
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $6 Shares 63 Est. Cost $87.17 Unrealized
JOBY JOBY AVIATION INC 0.0%
Value ($000) $6 Shares 387 Est. Cost $6.63 Unrealized +129.0%
SHOP SHOPIFY INC 0.0%
Value ($000) $6 Shares 42 Est. Cost $100.02 Unrealized +35.5%
AGDYX AB HIGH INCOME ADVISOR 0.0%
Value ($000) $6 Shares 854 Est. Cost $7.10 Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $6 Shares 140 Est. Cost $35.34 Unrealized
HAS HASBRO INC 0.0%
Value ($000) $6 Shares 79 Est. Cost $62.34 Unrealized +22.7%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $6 Shares 17 Est. Cost $290.70 Unrealized +18.3%
BLK BLACKROCK INC 0.0%
Value ($000) $6 Shares 5 Est. Cost $991.05 Unrealized +11.9%
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 184 Est. Cost $29.67 Unrealized
CHS INC. 8 PFD 8 PFDPFD 0.0%
Value ($000) $6 Shares 192 Est. Cost $29.78 Unrealized
FTC FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $6 Shares 35 Est. Cost $150.97 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $6 Shares 70 Est. Cost $73.28 Unrealized +8.0%
STM STMICROELECTRONICS N V 0.0%
Value ($000) $6 Shares 195 Est. Cost $24.97 Unrealized
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value ($000) $5 Shares 224 Est. Cost $27.14 Unrealized
ST CROIX CENT SC 4.25 42GO UTX DUE 03/01/42OID 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $1.09 Unrealized
FSMB FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $5 Shares 269 Est. Cost $19.90 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $5 Shares 465 Est. Cost $8.49 Unrealized
EPRT ESSENTIAL PPTYS RLTY TR INC 0.0%
Value ($000) $5 Shares 181 Est. Cost $31.28 Unrealized
SILA SILA REALTY TRUST INC 0.0%
Value ($000) $5 Shares 214 Est. Cost $24.35 Unrealized
FONR FONAR CORP 0.0%
Value ($000) $5 Shares 353 Est. Cost $15.53 Unrealized +0.3%
FXNAX FIDELITY U.S. BOND INDEX 0.0%
Value ($000) $5 Shares 504 Est. Cost $10.54 Unrealized
ALAMEDA CORRIDOR 6.6 29COMB TRAN DUE 10/01/29OID XTRO TAXBL 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $1.05 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $5 Shares 31 Est. Cost $95.70 Unrealized +33.6%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $5 Shares 68 Est. Cost $76.72 Unrealized
BTG B2GOLD CORP 0.0%
Value ($000) $5 Shares 1,048 Est. Cost $3.27 Unrealized +20.3%
BP BP PLC 0.0%
Value ($000) $5 Shares 150 Est. Cost $29.84 Unrealized
WISCONSIN CTR DI 5.25 27COMB TAX DUE 12/15/27 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $1.03 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $5 Shares 33 Est. Cost $155.45 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $5 Shares 48 Est. Cost $106.33 Unrealized
TPC TUTOR PERINI CORP 0.0%
Value ($000) $5 Shares 78 Est. Cost $27.17 Unrealized +105.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $5 Shares 39 Est. Cost $119.02 Unrealized +13.8%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $5 Shares 12 Est. Cost $426.60 Unrealized 0.0%
JPMORGAN CHASE & 6.25 45 DUE 05/30/45 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $1.01 Unrealized
PARKSIDE FINL BANK 4 28CD FDIC INS DUE 01/26/28US 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $1.01 Unrealized
WISCONSIN ST HEALTH 4 46SYST HLTH DUE 11/15/46XTRO 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $1.01 Unrealized
WISCONSIN ST HEALTH 4 46SYST HLTH DUE 11/15/46XTRO 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $1.01 Unrealized
DENMARK WIS SCH 3.125 36GO UTX DUE 03/01/36OID 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $1.01 Unrealized
ACHR ARCHER AVIATION INC 0.0%
Value ($000) $5 Shares 525 Est. Cost $5.56 Unrealized +78.1%
HON HONEYWELL INTL INC 0.0%
Value ($000) $5 Shares 24 Est. Cost $203.59 Unrealized +1.7%
BENSON MINN IND 3.625 36GO UTX DUE 02/01/36OID 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $1.00 Unrealized
GREEN BAY WIS A 3.125 37GO UTX DUE 04/01/37OID 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $1.00 Unrealized
WISCONSIN ST HEALTH 5 42SYST HLTH DUE 02/15/42XTRO 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $1.00 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $5 Shares 55 Est. Cost $62.40 Unrealized +41.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $5 Shares 200 Est. Cost $20.44 Unrealized +7.0%
EAU CLAIRE WIS 3.5 38GO UTX DUE 04/01/38OID 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $0.98 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $5 Shares 280 Est. Cost $16.82 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $5 Shares 80 Est. Cost $54.10 Unrealized
DFEQX DFA SHORT-TERM EXTENDED QUALITY I 0.0%
Value ($000) $5 Shares 456 Est. Cost $10.49 Unrealized
DENMARK WIS SCH 3.125 36GO UTX DUE 03/01/36OID 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $0.95 Unrealized
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value ($000) $5 Shares 24 Est. Cost $191.37 Unrealized 0.0%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $24.80 Unrealized -4.0%
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $5 Shares 38 Est. Cost $121.74 Unrealized
FIMKX FIDELITY ADVISOR FOCUSED EMERGING MARKETS I 0.0%
Value ($000) $5 Shares 111 Est. Cost $40.97 Unrealized
ASBFY ASSOCIATED BRIT FOODS FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $5 Shares 163 Est. Cost $27.85 Unrealized
SNY SANOFI SA 0.0%
Value ($000) $5 Shares 96 Est. Cost $48.31 Unrealized
SWHRX SCHWAB TARGET 2025 0.0%
Value ($000) $5 Shares 285 Est. Cost $15.85 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $4 Shares 36 Est. Cost $131.73 Unrealized -3.7%
PFLT PENNANTPARK FLOATING RATE CA 0.0%
Value ($000) $4 Shares 500 Est. Cost $9.56 Unrealized -0.3%
DOW DOW INC 0.0%
Value ($000) $4 Shares 194 Est. Cost $42.67 Unrealized -43.0%
WAB WABTEC 0.0%
Value ($000) $4 Shares 22 Est. Cost $192.50 Unrealized +2.3%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $4 Shares 166 Est. Cost $26.66 Unrealized -0.6%
NSRGY NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $4 Shares 47 Est. Cost $91.77 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $4 Shares 58 Est. Cost $69.47 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $4 Shares 29 Est. Cost $172.79 Unrealized -12.9%
JD JD.COM INC 0.0%
Value ($000) $4 Shares 121 Est. Cost $41.12 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $4 Shares 41 Est. Cost $102.88 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $4 Shares 13 Est. Cost $320.08 Unrealized
IRSAX MACQUARIE REAL ESTATE SECURITIES A 0.0%
Value ($000) $4 Shares 262 Est. Cost $15.60 Unrealized
TAAIX THRIVENT AGGRESSIVE ALLOCATION S 0.0%
Value ($000) $4 Shares 191 Est. Cost $21.22 Unrealized
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $39.30 Unrealized -4.0%
PAGP PLAINS GP HLDGS L P 0.0%
Value ($000) $4 Shares 219 Est. Cost $18.45 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $4 Shares 65 Est. Cost $48.08 Unrealized +15.5%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $4 Shares 12 Est. Cost $322.17 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $4 Shares 16 Est. Cost $216.79 Unrealized +10.2%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $4 Shares 36 Est. Cost $75.52 Unrealized +34.2%
MIEIX MFS INTERNATIONAL EQUITY R6 0.0%
Value ($000) $4 Shares 93 Est. Cost $40.40 Unrealized
MDYG SPDR SERIES TRUST 0.0%
Value ($000) $4 Shares 41 Est. Cost $91.56 Unrealized
FIDU FIDELITY COVINGTON TRUST 0.0%
Value ($000) $4 Shares 45 Est. Cost $81.93 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $4 Shares 105 Est. Cost $36.44 Unrealized -7.7%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $4 Shares 21 Est. Cost $129.15 Unrealized +14.5%
ADBE ADOBE INC 0.0%
Value ($000) $4 Shares 10 Est. Cost $495.13 Unrealized -27.5%
MUB ISHARES TR 0.0%
Value ($000) $4 Shares 33 Est. Cost $104.56 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $3 Shares 11 Est. Cost $295.42 Unrealized +3.2%
BBAI BIGBEAR AI HLDGS INC 0.0%
Value ($000) $3 Shares 528 Est. Cost $5.08 Unrealized +26.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $3 Shares 72 Est. Cost $49.17 Unrealized -9.0%
CRH CRH PLC 0.0%
Value ($000) $3 Shares 28 Est. Cost $105.61 Unrealized 0.0%
BNS BANK NOVA SCOTIA HALIFAX 0.0%
Value ($000) $3 Shares 51 Est. Cost $50.16 Unrealized +17.5%
FUTY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $3 Shares 58 Est. Cost $56.47 Unrealized
MDYV SPDR SERIES TRUST 0.0%
Value ($000) $3 Shares 39 Est. Cost $83.41 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $3 Shares 160 Est. Cost $20.20 Unrealized
PNR PENTAIR PLC 0.0%
Value ($000) $3 Shares 29 Est. Cost $101.45 Unrealized +5.0%
USIG ISHARES TR 0.0%
Value ($000) $3 Shares 61 Est. Cost $50.28 Unrealized
F FORD MTR CO 0.0%
Value ($000) $3 Shares 260 Est. Cost $9.63 Unrealized +17.6%
PLAB PHOTRONICS INC 0.0%
Value ($000) $3 Shares 132 Est. Cost $19.37 Unrealized +10.4%
KREF KKR REAL ESTATE FIN TR INC 0.0%
Value ($000) $3 Shares 326 Est. Cost $9.00 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $3 Shares 34 Est. Cost $52.90 Unrealized +31.2%
DNN DENISON MINES CORP 0.0%
Value ($000) $3 Shares 1,043 Est. Cost $2.10 Unrealized +5.1%
SLYG SPDR SERIES TRUST 0.0%
Value ($000) $3 Shares 30 Est. Cost $90.27 Unrealized
CODI COMPASS DIVERSIFIED 0.0%
Value ($000) $3 Shares 425 Est. Cost $21.81 Unrealized -68.4%
JBTM JBT MAREL CORPORATION 0.0%
Value ($000) $3 Shares 20 Est. Cost $111.53 Unrealized +22.4%
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $3 Shares 62 Est. Cost $55.90 Unrealized -13.2%
SDZNY SANDOZ GROUP AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $3 Shares 47 Est. Cost $59.64 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $3 Shares 47 Est. Cost $50.06 Unrealized
COHR COHERENT CORP 0.0%
Value ($000) $3 Shares 26 Est. Cost $99.69 Unrealized 0.0%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $3 Shares 19 Est. Cost $128.77 Unrealized 0.0%
NOW SERVICENOW INC 0.0%
Value ($000) $3 Shares 3 Est. Cost $202.58 Unrealized -7.8%
ARTY ISHARES TR 0.0%
Value ($000) $3 Shares 60 Est. Cost $34.72 Unrealized
LVHI LEGG MASON ETF INVT 0.0%
Value ($000) $3 Shares 79 Est. Cost $34.75 Unrealized
INTU INTUIT 0.0%
Value ($000) $3 Shares 4 Est. Cost $719.44 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $3 Shares 13 Est. Cost $179.18 Unrealized +0.9%
BTQ BTQ TECHNOLOGIES CORP 0.0%
Value ($000) $3 Shares 386 Est. Cost $6.15 Unrealized 0.0%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $3 Shares 214 Est. Cost $5.25 Unrealized +85.8%
FTNT FORTINET INC 0.0%
Value ($000) $3 Shares 31 Est. Cost $88.94 Unrealized +0.3%
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value ($000) $3 Shares 111 Est. Cost $25.50 Unrealized -9.3%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $183.15 Unrealized +9.3%
CACI CACI INTL INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $483.42 Unrealized 0.0%
CPRX CATALYST PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 126 Est. Cost $21.29 Unrealized -3.4%
EIPI FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $2 Shares 125 Est. Cost $19.56 Unrealized
PRRIX PIMCO REAL RETURN INSTL 0.0%
Value ($000) $2 Shares 237 Est. Cost $10.43 Unrealized
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $2 Shares 7 Est. Cost $311.23 Unrealized +4.8%
GISYX GRANDEUR PEAK INTL STALWARTS INSTL 0.0%
Value ($000) $2 Shares 137 Est. Cost $17.74 Unrealized
RSPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2 Shares 30 Est. Cost $74.47 Unrealized
WULF TERAWULF INC 0.0%
Value ($000) $2 Shares 201 Est. Cost $7.64 Unrealized 0.0%
IWP ISHARES TR 0.0%
Value ($000) $2 Shares 16 Est. Cost $142.44 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $2 Shares 18 Est. Cost $123.58 Unrealized 0.0%
IBNAX MACQUARIE BALANCED FUND CLASS A 0.0%
Value ($000) $2 Shares 87 Est. Cost $26.02 Unrealized
FMAT FIDELITY COVINGTON TRUST 0.0%
Value ($000) $2 Shares 43 Est. Cost $52.42 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 23 Est. Cost $79.10 Unrealized +18.2%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $61.60 Unrealized +58.6%
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $268.10 Unrealized 0.0%
PCRHY PANASONIC HLDGS CORP FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $2 Shares 204 Est. Cost $10.79 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $2 Shares 56 Est. Cost $60.27 Unrealized -25.3%
LIT GLOBAL X FDS 0.0%
Value ($000) $2 Shares 39 Est. Cost $41.62 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $2 Shares 16 Est. Cost $140.75 Unrealized 0.0%
ETHA ISHARES ETHEREUM TR 0.0%
Value ($000) $2 Shares 67 Est. Cost $31.51 Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $2 Shares 38 Est. Cost $62.23 Unrealized -19.7%
SWBI SMITH & WESSON BRANDS INC 0.0%
Value ($000) $2 Shares 210 Est. Cost $12.52 Unrealized -31.8%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $2 Shares 9 Est. Cost $223.02 Unrealized 0.0%
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $2 Shares 44 Est. Cost $35.40 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $136.16 Unrealized +3.4%
SOFI BANK, NTNL 4.35 25CD FDIC INS DUE 12/15/25US 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $1.00 Unrealized
TRUSTMARK BANK 4.25 25CD FDIC INS DUE 11/26/25US 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $1.00 Unrealized
BANK OF CHINA, N 4.25 25CD FDIC INS DUE 11/28/25US 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $1.00 Unrealized
WRN WESTERN COPPER & GOLD CORP 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $1.14 Unrealized +25.3%
PPL PPL CORP 0.0%
Value ($000) $2 Shares 53 Est. Cost $31.75 Unrealized +11.6%
FEPIX FIDELITY ADVISOR TOTAL BOND I 0.0%
Value ($000) $2 Shares 203 Est. Cost $9.67 Unrealized
DEFT DEFI TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 930 Est. Cost $2.59 Unrealized 0.0%
DXCM DEXCOM INC 0.0%
Value ($000) $2 Shares 29 Est. Cost $79.14 Unrealized 0.0%
ASML ASML HOLDING N V 0.0%
Value ($000) $2 Shares 2 Est. Cost $688.23 Unrealized
IPOAX MACQUARIE SYSTEMATIC EM MKTS EQ A 0.0%
Value ($000) $2 Shares 85 Est. Cost $22.09 Unrealized
BBT BEACON FINANCIAL CORP. 0.0%
Value ($000) $2 Shares 77 Est. Cost $24.98 Unrealized 0.0%
NOG NORTHERN OIL & GAS INC 0.0%
Value ($000) $2 Shares 73 Est. Cost $38.85 Unrealized -31.7%
VTRS VIATRIS INC 0.0%
Value ($000) $2 Shares 182 Est. Cost $11.63 Unrealized -17.8%
DHR DANAHER CORPORATION 0.0%
Value ($000) $2 Shares 9 Est. Cost $198.37 Unrealized 0.0%
FREL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $2 Shares 62 Est. Cost $27.81 Unrealized
CNR CORE NATURAL RESOURCES INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $84.05 Unrealized -11.1%
XSLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $2 Shares 36 Est. Cost $46.83 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $240.31 Unrealized 0.0%
ORN ORION GROUP HLDGS INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $7.23 Unrealized +9.0%
IDV ISHARES TR 0.0%
Value ($000) $2 Shares 45 Est. Cost $27.38 Unrealized
MLI MUELLER INDS INC 0.0%
Value ($000) $2 Shares 16 Est. Cost $91.43 Unrealized 0.0%
VIOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $92.06 Unrealized
FFIV F5 INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $313.03 Unrealized 0.0%
SWOBX SCHWAB BALANCED 0.0%
Value ($000) $2 Shares 87 Est. Cost $18.54 Unrealized
RXO RXO INC 0.0%
Value ($000) $2 Shares 103 Est. Cost $16.12 Unrealized 0.0%
CBRE CBRE GROUP INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $154.70 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $2 Shares 6 Est. Cost $236.70 Unrealized 0.0%
GCT GIGACLOUD TECHNOLOGY INC 0.0%
Value ($000) $2 Shares 54 Est. Cost $23.14 Unrealized +12.7%
DIEMX DRIEHAUS EMERGING MARKETS GROWTH INSTL 0.0%
Value ($000) $2 Shares 33 Est. Cost $46.15 Unrealized
COKE COCA COLA CONS INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $115.38 Unrealized 0.0%
MOO VANECK ETF TRUST 0.0%
Value ($000) $2 Shares 21 Est. Cost $63.48 Unrealized
SNVXX SCHWAB GOVERNMENT MONEY INV 0.0%
Value ($000) $2 Shares 1,500 Est. Cost $1.00 Unrealized
PZIEX PZENA EMERGING MARKETS VALUE INSTL 0.0%
Value ($000) $1 Shares 99 Est. Cost $15.12 Unrealized
ALC ALCON AG 0.0%
Value ($000) $1 Shares 20 Est. Cost $89.86 Unrealized -7.1%
FKSAX FRANKLIN CORE PLUS BOND FUND ADVISOR 0.0%
Value ($000) $1 Shares 176 Est. Cost $8.42 Unrealized
HRB BLOCK H & R INC 0.0%
Value ($000) $1 Shares 29 Est. Cost $52.02 Unrealized 0.0%
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $1 Shares 91 Est. Cost $9.63 Unrealized +37.8%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $533.84 Unrealized 0.0%
WLGAX MACQUARIE LARGE CAP GROWTH FUND A 0.0%
Value ($000) $1 Shares 37 Est. Cost $39.32 Unrealized
EZPW EZCORP INC 0.0%
Value ($000) $1 Shares 76 Est. Cost $15.67 Unrealized 0.0%
PRSU PURSUIT ATTRACTIONS AND HOSP 0.0%
Value ($000) $1 Shares 40 Est. Cost $33.83 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $77.08 Unrealized 0.0%
CPRT COPART INC 0.0%
Value ($000) $1 Shares 31 Est. Cost $47.13 Unrealized 0.0%
DBEU DBX ETF TR 0.0%
Value ($000) $1 Shares 30 Est. Cost $41.23 Unrealized
DCOM DIME CMNTY BANCSHARES INC 0.0%
Value ($000) $1 Shares 44 Est. Cost $28.77 Unrealized 0.0%
EIBLX EATON VANCE FLOATING RATE I 0.0%
Value ($000) $1 Shares 160 Est. Cost $8.20 Unrealized
ABNFX AMERICAN FUNDS BOND FUND OF AMER F2 0.0%
Value ($000) $1 Shares 113 Est. Cost $11.42 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $386.45 Unrealized 0.0%
PBF PBF ENERGY INC 0.0%
Value ($000) $1 Shares 42 Est. Cost $30.16 Unrealized -13.3%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $72.60 Unrealized -25.3%
SNAP SNAP INC 0.0%
Value ($000) $1 Shares 150 Est. Cost $11.27 Unrealized -26.4%
BRO BROWN & BROWN INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $97.18 Unrealized 0.0%
GGG GRACO INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $84.93 Unrealized 0.0%
GNW GENWORTH FINL INC 0.0%
Value ($000) $1 Shares 123 Est. Cost $8.25 Unrealized 0.0%
MSEX MIDDLESEX WTR CO 0.0%
Value ($000) $1 Shares 19 Est. Cost $62.79 Unrealized -14.8%
CISIX CALVERT US LARGE CAP CORE RSPNB IDX I 0.0%
Value ($000) $1 Shares 18 Est. Cost $58.00 Unrealized
CELC CELCUITY INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $40.03 Unrealized 0.0%
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $1 Shares 1 Est. Cost $313.93 Unrealized 0.0%
QUBT QUANTUM COMPUTING INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $17.16 Unrealized 0.0%
SATS ECHOSTAR CORP 0.0%
Value ($000) $1 Shares 12 Est. Cost $45.28 Unrealized 0.0%
DJT TRUMP MEDIA & TECHNOLOGY GRO 0.0%
Value ($000) $1 Shares 53 Est. Cost $31.79 Unrealized -44.2%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $189.31 Unrealized +3.4%
ARKF ARK ETF TR 0.0%
Value ($000) $1 Shares 14 Est. Cost $37.07 Unrealized
TILRAY BRANDS INC 0.0%
Value ($000) $1 Shares 458 Est. Cost $1.33 Unrealized
MAT MATTEL INC 0.0%
Value ($000) $1 Shares 46 Est. Cost $18.90 Unrealized -3.6%
SM SM ENERGY CO 0.0%
Value ($000) $1 Shares 31 Est. Cost $39.92 Unrealized -33.9%
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $55.59 Unrealized +36.9%
SAFE SAFEHOLD INC 0.0%
Value ($000) $1 Shares 46 Est. Cost $15.50 Unrealized
CHPT CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $1 Shares 65 Est. Cost $11.45 Unrealized 0.0%
RXRX RECURSION PHARMACEUTICALS IN 0.0%
Value ($000) $1 Shares 140 Est. Cost $6.72 Unrealized -21.9%
NKE NIKE INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $74.74 Unrealized -1.3%
CATX PERSPECTIVE THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 194 Est. Cost $8.16 Unrealized -55.3%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $1 Shares 2 Est. Cost $332.02 Unrealized 0.0%
FISV FISERV INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $204.14 Unrealized -29.8%
SPHR SPHERE ENTERTAINMENT CO 0.0%
Value ($000) $1 Shares 10 Est. Cost $41.83 Unrealized +12.8%
LEU CENTRUS ENERGY CORP 0.0%
Value ($000) $1 Shares 2 Est. Cost $84.27 Unrealized +162.5%
IGNAX MACQUARIE NATURAL RESOURCES A 0.0%
Value ($000) $1 Shares 32 Est. Cost $19.03 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 99 Est. Cost $4.80 Unrealized 0.0%
AOSL ALPHA & OMEGA SEMICONDUCTOR 0.0%
Value ($000) $1 Shares 21 Est. Cost $27.76 Unrealized 0.0%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $11.51 Unrealized +16.4%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $144.44 Unrealized 0.0%
AA ALCOA CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $30.96 Unrealized 0.0%
CYTK CYTOKINETICS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $41.20 Unrealized 0.0%
DOCN DIGITALOCEAN HLDGS INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $31.70 Unrealized 0.0%
SABR SABRE CORP 0.0%
Value ($000) $0 Shares 261 Est. Cost $2.36 Unrealized 0.0%
TDS TELEPHONE & DATA SYS INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $38.48 Unrealized 0.0%
MSGE MADISON SQUARE GARDEN ENTMT 0.0%
Value ($000) $0 Shares 10 Est. Cost $38.65 Unrealized +4.8%
GDYN GRID DYNAMICS HLDGS INC 0.0%
Value ($000) $0 Shares 58 Est. Cost $8.93 Unrealized 0.0%
NMAX NEWSMAX INC 0.0%
Value ($000) $0 Shares 36 Est. Cost $26.20 Unrealized -48.5%
BFH BREAD FINANCIAL HOLDINGS INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $61.40 Unrealized 0.0%
HFWA HERITAGE FINL CORP WASH 0.0%
Value ($000) $0 Shares 18 Est. Cost $24.23 Unrealized 0.0%
XYZ BLOCK INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $82.04 Unrealized -8.8%
RMTI ROCKWELL MED INC 0.0%
Value ($000) $0 Shares 360 Est. Cost $2.92 Unrealized -58.1%
AMCOR PLC 0.0%
Value ($000) $0 Shares 51 Est. Cost $8.97 Unrealized 0.0%
MTUS METALLUS INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $16.31 Unrealized 0.0%
MEC MAYVILLE ENGR CO INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $18.28 Unrealized -17.7%
LNTH LANTHEUS HLDGS INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $62.49 Unrealized 0.0%
ASTH ASTRANA HEALTH INC 0.0%
Value ($000) $0 Shares 14 Est. Cost $27.10 Unrealized 0.0%
WS WORTHINGTON STL INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $31.92 Unrealized 0.0%
NATL NCR ATLEOS CORPORATION 0.0%
Value ($000) $0 Shares 10 Est. Cost $30.31 Unrealized +14.8%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $39.68 Unrealized +11.7%
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $0 Shares 49 Est. Cost $9.40 Unrealized 0.0%
FWRD FORWARD AIR CORP 0.0%
Value ($000) $0 Shares 14 Est. Cost $17.76 Unrealized +62.0%
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $0 Shares 42 Est. Cost $7.65 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $0 Shares 11 Est. Cost $31.07 Unrealized +4.4%
TWI TITAN INTL INC ILL 0.0%
Value ($000) $0 Shares 44 Est. Cost $8.92 Unrealized 0.0%
RZLV REZOLVE AI PLC 0.0%
Value ($000) $0 Shares 57 Est. Cost $3.94 Unrealized 0.0%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 27 Est. Cost $15.73 Unrealized -37.8%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $113.69 Unrealized +12.0%
VYX NCR VOYIX CORPORATION 0.0%
Value ($000) $0 Shares 20 Est. Cost $13.88 Unrealized -5.0%
QMCQF QMC QUANTUM MINERALS C F 0.0%
Value ($000) $0 Shares 7,039 Est. Cost $0.03 Unrealized 0.0%
AMC AMC ENTMT HLDGS INC 0.0%
Value ($000) $0 Shares 83 Est. Cost $4.39 Unrealized -32.4%
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $1.87 Unrealized +123.9%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 17 Est. Cost $21.09 Unrealized -32.7%
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $0 Shares 22 Est. Cost $7.79 Unrealized -4.5%
HTZ HERTZ GLOBAL HLDGS INC 0.0%
Value ($000) $0 Shares 29 Est. Cost $3.61 Unrealized +77.7%
RUN SUNRUN INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $12.42 Unrealized +7.8%
LAES SEALSQ CORP 0.0%
Value ($000) $0 Shares 40 Est. Cost $3.74 Unrealized -13.6%
TPB TURNING PT BRANDS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $53.39 Unrealized +69.6%
VFSUX VANGUARD SHORT-TERM INVESTMENT-GRADE ADM 0.0%
Value ($000) $0 Shares 8 Est. Cost $10.88 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $93.94 Unrealized -5.7%
LCID LUCID GROUP INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $22.60 Unrealized 0.0%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $0 Shares 1 Est. Cost $55.70 Unrealized -1.0%
FXLV F45 TRAINING HLDGS INC 0.0%
Value ($000) $0 Shares 626 Est. Cost $0.08 Unrealized 0.0%
FFAI FARADAY FUTURE INTLGT ELEC I 0.0%
Value ($000) $0 Shares 25 Est. Cost $1.77 Unrealized +19.3%
LAZRQ LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $10.57 Unrealized -76.8%
NEUEHEALTH INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $7.50 Unrealized
BLDP BALLARD PWR SYS INC NEW 0.0%
Value ($000) $0 Shares 8 Est. Cost $1.56 Unrealized +31.4%
NVNI GROUP LIMITED 0.0%
Value ($000) $0 Shares 19 Est. Cost $0.84 Unrealized
SCVFF SCOTCH CREEK VENTURES F 0.0%
Value ($000) $0 Shares 250 Est. Cost $0.04 Unrealized 0.0%
AABB ASIA BROADBAND INC 0.0%
Value ($000) $0 Shares 445 Est. Cost $0.02 Unrealized 0.0%
BIRD ALLBIRDS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $8.99 Unrealized -8.5%
LEHMAN BROTHERS 6.15XXXESC PEND POSS FUTR DISTREFF: 03/06/12 0.0%
Value ($000) $0 Shares 6,000 Est. Cost $0.00 Unrealized
RDHL REDHILL BIOPHARMA LTD 0.0%
Value ($000) $0 Shares 2 Est. Cost $6.00 Unrealized
SPCE VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $6.66 Unrealized -49.7%
NMTC NEUROONE MED TECHNOLOGIES CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $0.83 Unrealized -1.8%
WORKHORSE GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $2.00 Unrealized
QEDN QED CONNECT INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $0.00 Unrealized 0.0%
SRNE SORRENTO THERAPEUTICS IN 0.0%
Value ($000) $0 Shares 70 Est. Cost $0.00 Unrealized 0.0%
CONTRA BLUEBIRD BIO IN F 0.0%
Value ($000) $0 Shares 114 Est. Cost Unrealized
COMPOSITE TECH CORP XXXREGISTRATION REVOKED BY THE SEC EFF: 12/12/14 0.0%
Value ($000) $0 Shares 2,000 Est. Cost Unrealized
ECPN EL CAPITAN PRECIOUS META 0.0%
Value ($000) $0 Shares 2,929 Est. Cost $0.00 Unrealized 0.0%
ZENOSENSE INC XXXREGISTRATION REVOKED BY THE SEC EFF: 09/22/23 0.0%
Value ($000) $0 Shares 1,428 Est. Cost Unrealized