AdvisorNet Financial, Inc Diversified Active

Location: Minnetonka, MN

CIK: 0001409362 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 23, 2026

Total Value: $2.19B (100.0% shares, 0.0% debt)

Holdings (2,274)

New Positions (133)

XOM EXXONMOBIL HOLDINGS CORP COM SHS 0.3%
Value $6.997M Shares 51,178 Est. Cost $136.72 Unrealized
IYT ISHARES DJ TRANSPORTATION AVERAGE 0.0%
Value $1M Shares 11,524 Est. Cost $86.75 Unrealized
HONA HONEYWELL AEROSPACE INC COM 0.0%
Value $824K Shares 3,726 Est. Cost $221.08 Unrealized
HON HONEYWELL INTL INC 0.0%
Value $806K Shares 3,600 Est. Cost $223.90 Unrealized
HUT HUT 8 CORP COM 0.0%
Value $785K Shares 6,799 Est. Cost $115.45 Unrealized
FMUB FIDELITY MUNICIPAL BOND OPPORTUNITIES ETF 0.0%
Value $381K Shares 7,412 Est. Cost $51.41 Unrealized
SPCX SPACE EXPLORATION TECHN CORP CLASS A COM STK 0.0%
Value $281K Shares 1,645 Est. Cost $170.86 Unrealized
BAB POWERSHARES BUILD AMERICA BOND PORTFOLIO ETF 0.0%
Value $187K Shares 6,968 Est. Cost $26.84 Unrealized
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value $169K Shares 1,209 Est. Cost $139.87 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value $143K Shares 7,970 Est. Cost $17.88 Unrealized
HANCOCK JOHN PREM DIVID FD COM SH BEN INT 0.0%
Value $141K Shares 10,898 Est. Cost $12.95 Unrealized
SFTY HORIZON MANAGED RISK ETF 0.0%
Value $130K Shares 4,224 Est. Cost $30.76 Unrealized
MTZ MASTEC INC COM 0.0%
Value $110K Shares 264 Est. Cost $416.06 Unrealized
CCL CARNIVAL CORP LTD COMMON SHARES 0.0%
Value $98,052 Shares 3,432 Est. Cost $28.57 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.0%
Value $93,358 Shares 1,563 Est. Cost $59.73 Unrealized
GLRY INSPIRE GROWTH ETF 0.0%
Value $82,836 Shares 1,896 Est. Cost $43.69 Unrealized
IAUI NEOS GOLD HIGH INCOME ETF 0.0%
Value $77,520 Shares 1,600 Est. Cost $48.45 Unrealized
FDXF FEDEX FGHT HLDG CO INC COMMON STOCK 0.0%
Value $74,896 Shares 496 Est. Cost $151.00 Unrealized
DD DUPONT DE NEMOURS INC COMMON STOCK 0.0%
Value $72,432 Shares 534 Est. Cost $135.64 Unrealized
SCHQ SCHWAB LONG-TERM U.S. TREASURY ETF 0.0%
Value $67,483 Shares 2,156 Est. Cost $31.30 Unrealized
IJUN INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF- JUNE 0.0%
Value $66,688 Shares 2,139 Est. Cost $31.18 Unrealized
NMAY INNOVATOR GROWTH-100 POWER BUFFER ETF - MAY 0.0%
Value $66,052 Shares 2,235 Est. Cost $29.55 Unrealized
FCPI FIDELITY STOCKS FOR INFLATION ETF 0.0%
Value $64,236 Shares 1,176 Est. Cost $54.62 Unrealized
JOBY JOBY AVIATION INC COMMON STOCK 0.0%
Value $62,440 Shares 7,000 Est. Cost $8.92 Unrealized
RDW REDWIRE CORPORATION COM 0.0%
Value $61,150 Shares 5,000 Est. Cost $12.23 Unrealized
SA SEABRIDGE GOLD INC COM 0.0%
Value $60,798 Shares 2,362 Est. Cost $25.74 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC COM 0.0%
Value $55,000 Shares 1,003 Est. Cost $54.84 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.0%
Value $52,350 Shares 241 Est. Cost $217.22 Unrealized
CNEQ ALGER CONCENTRATED EQUITY ETF 0.0%
Value $47,295 Shares 1,146 Est. Cost $41.27 Unrealized
CASS CASS INFORMATION SYS INC COM 0.0%
Value $43,622 Shares 850 Est. Cost $51.32 Unrealized
BOEING CO DEP CONV PFD A 0.0%
Value $41,659 Shares 619 Est. Cost $67.30 Unrealized
STWD STARWOOD PPTY TR INC COM 0.0%
Value $39,050 Shares 2,384 Est. Cost $16.38 Unrealized
DRAM ROUNDHILL MEMORY ETF 0.0%
Value $36,925 Shares 500 Est. Cost $73.85 Unrealized
BTCI NEOS BITCOIN HIGH INCOME ETF 0.0%
Value $35,255 Shares 1,313 Est. Cost $26.85 Unrealized
FYC FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND 0.0%
Value $34,509 Shares 271 Est. Cost $127.34 Unrealized
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.0%
Value $31,283 Shares 609 Est. Cost $51.37 Unrealized
FS SPECIALTY LENDING FD COM SH BEN INT 0.0%
Value $29,603 Shares 2,655 Est. Cost $11.15 Unrealized
USFD US FOODS HLDG CORP COM 0.0%
Value $28,323 Shares 277 Est. Cost $102.25 Unrealized
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 0.0%
Value $25,603 Shares 134 Est. Cost $191.07 Unrealized
SNOW SNOWFLAKE INC COM SHS 0.0%
Value $25,450 Shares 100 Est. Cost $252.44 Unrealized
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.0%
Value $23,710 Shares 1,000 Est. Cost $23.71 Unrealized
KJUN INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JUNE 0.0%
Value $23,421 Shares 785 Est. Cost $29.84 Unrealized
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 0.0%
Value $22,829 Shares 615 Est. Cost $37.12 Unrealized
FMX FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS 0.0%
Value $20,848 Shares 163 Est. Cost $127.90 Unrealized
BMAY INNOVATOR U.S. EQUITY BUFFER ETF - MAY 0.0%
Value $20,029 Shares 423 Est. Cost $47.35 Unrealized
KEEL KEEL INFRASTRUCTURE CORP COM SHS 0.0%
Value $17,794 Shares 3,100 Est. Cost $5.74 Unrealized
ALKS ALKERMES PLC SHS 0.0%
Value $16,609 Shares 317 Est. Cost $52.39 Unrealized
BAP CREDICORP LTD COM 0.0%
Value $15,973 Shares 41 Est. Cost $389.59 Unrealized
DAKT DAKTRONICS INC COM 0.0%
Value $15,648 Shares 800 Est. Cost $19.56 Unrealized
TFLR T. ROWE PRICE FLOATING RATE ETF 0.0%
Value $12,552 Shares 249 Est. Cost $50.41 Unrealized
MYRG MYR GROUP INC COM 0.0%
Value $12,010 Shares 24 Est. Cost $500.42 Unrealized
TE T1 ENERGY INC COM NEW 0.0%
Value $11,139 Shares 1,175 Est. Cost $9.48 Unrealized
PRN INVESCO DORSEY WRIGHT INDUSTRIALS MOMENTUM ETF 0.0%
Value $10,428 Shares 40 Est. Cost $260.70 Unrealized
KBE STATE STREET SPDR S&P BANK ETF 0.0%
Value $10,001 Shares 147 Est. Cost $68.03 Unrealized
XHS STATE STREET SPDR S&P HEALTH CARE SERVICES ETF 0.0%
Value $9,998 Shares 76 Est. Cost $131.55 Unrealized
YLD PRINCIPAL ACTIVE HIGH YIELD ETF 0.0%
Value $9,826 Shares 515 Est. Cost $19.08 Unrealized
GRNJ FUNDSTRAT GRANNY SHOTS US SMALL- & MID-CAP ETF 0.0%
Value $9,558 Shares 304 Est. Cost $31.44 Unrealized
AGO ASSURED GUARANTY LTD COM 0.0%
Value $6,814 Shares 85 Est. Cost $80.16 Unrealized
ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 0.0%
Value $6,690 Shares 600 Est. Cost $11.15 Unrealized
UAPR INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - APRIL 0.0%
Value $6,531 Shares 186 Est. Cost $35.11 Unrealized
AYASF AYA GOLD & SILVER INC COM 0.0%
Value $6,345 Shares 335 Est. Cost $18.94 Unrealized
NUCL EAGLE NUCLEAR ENERGY CORP COM 0.0%
Value $5,766 Shares 600 Est. Cost $9.61 Unrealized
CORO ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF 0.0%
Value $5,380 Shares 147 Est. Cost $36.60 Unrealized
SCOP SPROTT PHYSICAL COPPER TRUST UNITS 0.0%
Value $4,361 Shares 383 Est. Cost $11.39 Unrealized
HCC WARRIOR MET COAL INC COM 0.0%
Value $4,058 Shares 50 Est. Cost $81.16 Unrealized
ADAM NAT RES FD INC COM 0.0%
Value $3,781 Shares 153 Est. Cost $24.71 Unrealized
AZO AUTOZONE INC COM 0.0%
Value $3,196 Shares 1 Est. Cost $3196.00 Unrealized
RDNT RADNET INC COM 0.0%
Value $2,898 Shares 47 Est. Cost $61.66 Unrealized
NASA TEMA SPACE INNOVATORS ETF 0.0%
Value $2,673 Shares 88 Est. Cost $30.38 Unrealized
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value $2,657 Shares 46 Est. Cost $57.76 Unrealized
OGE OGE ENERGY CORP COM 0.0%
Value $2,530 Shares 52 Est. Cost $48.65 Unrealized
RAAX VANECK REAL ASSETS ETF 0.0%
Value $2,380 Shares 60 Est. Cost $39.67 Unrealized
SLGN SILGAN HLDGS INC COM 0.0%
Value $2,088 Shares 45 Est. Cost $46.40 Unrealized
DXCM DEXCOM INC COM 0.0%
Value $2,021 Shares 30 Est. Cost $67.37 Unrealized
TRON TRON INC COM 0.0%
Value $1,972 Shares 1,225 Est. Cost $1.61 Unrealized
VSAT VIASAT INC COM 0.0%
Value $1,437 Shares 16 Est. Cost $89.81 Unrealized
IALT ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF 0.0%
Value $1,431 Shares 51 Est. Cost $28.06 Unrealized
INFQ INFLEQTION INC COM SHS 0.0%
Value $1,332 Shares 100 Est. Cost $13.32 Unrealized
EXYN EXYN TECHNOLOGIES INC COM 0.0%
Value $1,300 Shares 250 Est. Cost $5.20 Unrealized
GDDY GODADDY INC CL A 0.0%
Value $1,188 Shares 14 Est. Cost $84.86 Unrealized
GATX GATX CORP COM 0.0%
Value $1,063 Shares 6 Est. Cost $177.17 Unrealized
VGNT VERSIGENT PLC ORDINARY SHARES 0.0%
Value $882 Shares 21 Est. Cost $42.00 Unrealized
CW CURTISS WRIGHT CORP COM 0.0%
Value $758 Shares 1 Est. Cost $758.00 Unrealized
MBLY MOBILEYE GLOBAL INC COMMON CLASS A 0.0%
Value $745 Shares 77 Est. Cost $9.68 Unrealized
ENS ENERSYS COM 0.0%
Value $701 Shares 3 Est. Cost $233.67 Unrealized
LOAR LOAR HOLDINGS INC COM SHS 0.0%
Value $645 Shares 8 Est. Cost $80.63 Unrealized
SAM BOSTON BEER INC CL A 0.0%
Value $531 Shares 3 Est. Cost $177.00 Unrealized
GGOV ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF 0.0%
Value $503 Shares 10 Est. Cost $50.30 Unrealized
ACM AECOM COM 0.0%
Value $489 Shares 7 Est. Cost $69.86 Unrealized
ERIE ERIE INDTY CO CL A 0.0%
Value $480 Shares 2 Est. Cost $240.00 Unrealized
FLY FIREFLY AEROSPACE INC COM 0.0%
Value $441 Shares 15 Est. Cost $29.40 Unrealized
FSMD FIDELITY SMALL-MID MULTIFACTOR ETF 0.0%
Value $423 Shares 8 Est. Cost $52.88 Unrealized
YSS YORK SPACE SYSTEMS INC COM 0.0%
Value $419 Shares 17 Est. Cost $24.65 Unrealized
SATL SATELLOGIC INC COM CL A 0.0%
Value $412 Shares 72 Est. Cost $5.72 Unrealized
AM ANTERO MIDSTREAM CORP COM 0.0%
Value $387 Shares 17 Est. Cost $22.76 Unrealized
LUNR INTUITIVE MACHINES INC CLASS A COM 0.0%
Value $385 Shares 18 Est. Cost $21.39 Unrealized
WING WINGSTOP INC COM 0.0%
Value $347 Shares 2 Est. Cost $173.50 Unrealized
DUOL DUOLINGO INC CL A COM 0.0%
Value $345 Shares 3 Est. Cost $115.00 Unrealized
CNA CNA FINL CORP COM 0.0%
Value $340 Shares 7 Est. Cost $48.57 Unrealized
MC MOELIS & CO CL A 0.0%
Value $327 Shares 5 Est. Cost $65.40 Unrealized
IVZ INVESCO LTD SHS 0.0%
Value $317 Shares 12 Est. Cost $26.42 Unrealized
CGNX COGNEX CORP COM 0.0%
Value $290 Shares 4 Est. Cost $72.50 Unrealized
GTLB GITLAB INC CLASS A COM 0.0%
Value $275 Shares 9 Est. Cost $30.56 Unrealized
REYN REYNOLDS CONSUMER PRODS INC COM 0.0%
Value $188 Shares 7 Est. Cost $26.86 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC COM 0.0%
Value $179 Shares 1 Est. Cost $179.00 Unrealized
SBAC SBA COMMUNICATIONS CORP CL A 0.0%
Value $176 Shares 1 Est. Cost $176.00 Unrealized
OWL BLUE OWL CAPITAL INC COM CL A 0.0%
Value $175 Shares 20 Est. Cost $8.75 Unrealized
MORN MORNINGSTAR INC COM 0.0%
Value $156 Shares 1 Est. Cost $156.00 Unrealized
LOPE GRAND CANYON ED INC COM 0.0%
Value $143 Shares 1 Est. Cost $143.00 Unrealized
CTRE CARETRUST REIT INC COM 0.0%
Value $121 Shares 3 Est. Cost $40.33 Unrealized
SUI SUN CMNTYS INC COM 0.0%
Value $120 Shares 1 Est. Cost $120.00 Unrealized
BDC BELDEN INC COM 0.0%
Value $120 Shares 1 Est. Cost $120.00 Unrealized
MZTI MARZETTI COMPANY COM 0.0%
Value $114 Shares 1 Est. Cost $114.00 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value $114 Shares 2 Est. Cost $57.00 Unrealized
PSQH PSQ HOLDINGS INC COM SHS CL A 0.0%
Value $94 Shares 233 Est. Cost $0.40 Unrealized
POST POST HLDGS INC COM 0.0%
Value $88 Shares 1 Est. Cost $88.00 Unrealized
VRNS VARONIS SYS INC COM 0.0%
Value $84 Shares 2 Est. Cost $42.00 Unrealized
GFS GLOBALFOUNDRIES INC ORDINARY SHARES 0.0%
Value $82 Shares 1 Est. Cost $82.00 Unrealized
CHWY CHEWY INC CL A 0.0%
Value $79 Shares 4 Est. Cost $19.75 Unrealized
SLM SLM CORP COM 0.0%
Value $78 Shares 3 Est. Cost $26.00 Unrealized
AUR AURORA INNOVATION INC CLASS A COM 0.0%
Value $75 Shares 11 Est. Cost $6.82 Unrealized
NWSA NEWS CORP NEW CL A 0.0%
Value $74 Shares 3 Est. Cost $24.67 Unrealized
QXO QXO INC COM NEW 0.0%
Value $69 Shares 4 Est. Cost $17.25 Unrealized
REXR REXFORD INDL RLTY INC COM 0.0%
Value $67 Shares 2 Est. Cost $33.50 Unrealized
SAIL SAILPOINT INC COM 0.0%
Value $59 Shares 4 Est. Cost $14.75 Unrealized
VLY VALLEY NATL BANCORP COM 0.0%
Value $59 Shares 4 Est. Cost $14.75 Unrealized
TEM TEMPUS AI INC CL A 0.0%
Value $58 Shares 1 Est. Cost $58.00 Unrealized
HOMB HOME BANCSHARES INC COM 0.0%
Value $57 Shares 2 Est. Cost $28.50 Unrealized
DBX DROPBOX INC CL A 0.0%
Value $55 Shares 2 Est. Cost $27.50 Unrealized
MGY MAGNOLIA OIL & GAS CORP CL A 0.0%
Value $51 Shares 2 Est. Cost $25.50 Unrealized
ABTC AMERICAN BITCOIN CORP. COM CL A 0.0%
Value $50 Shares 74 Est. Cost $0.68 Unrealized
UNIT UNITI GROUP LLC COM SHS 0.0%
Value $23 Shares 2 Est. Cost $11.50 Unrealized
SOWG SOW GOOD INC COM 0.0%
Value $4 Shares 1 Est. Cost $4.00 Unrealized

Increased Positions (708)

IVV ISHARES S&P 500 INDEX 5.1%
Value $112M (+19.5%) Shares 149,520 (+4.3%) Est. Cost $573.65 Unrealized
JBND JPMORGAN ACTIVE BOND ETF 0.9%
Value $19.19M (+173.3%) Shares 358,635 (+174.7%) Est. Cost $53.60 Unrealized
VUG VANGUARD GROWTH ETF 1.6%
Value $34.05M (+32.9%) Shares 395,280 (+573.7%) Est. Cost $121.91 Unrealized
AAPL APPLE INC 1.7%
Value $37.71M (+25.9%) Shares 130,323 (+10.4%) Est. Cost $132.45 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 1.5%
Value $33.36M (+29.5%) Shares 432,570 (+13.5%) Est. Cost $75.07 Unrealized
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 1.8%
Value $39.51M (+20.5%) Shares 1,141,207 (+2.7%) Est. Cost $25.39 Unrealized
VIOO VANGUARD S&P SMALL-CAP 600 ETF 1.0%
Value $22.01M (+36.6%) Shares 160,011 (+14.1%) Est. Cost $109.54 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.3%
Value $6.072M (+2759.5%) Shares 39,355 (+2601.1%) Est. Cost $153.14 Unrealized
PVAL PUTNAM FOCUSED LARGE CAP VALUE ETF 1.5%
Value $31.85M (+21.7%) Shares 625,172 (+10.8%) Est. Cost $40.15 Unrealized
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 1.5%
Value $32.52M (+19.2%) Shares 733,058 (+4.4%) Est. Cost $31.61 Unrealized
DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF 1.3%
Value $28.49M (+19.8%) Shares 700,959 (+1.8%) Est. Cost $25.35 Unrealized
QQQ Invesco QQQ Trust 0.8%
Value $17.72M (+33.9%) Shares 24,057 (+4.9%) Est. Cost $362.66 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 1.4%
Value $30.49M (+16.8%) Shares 82,386 (+1.3%) Est. Cost $225.26 Unrealized
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 1.1%
Value $23.25M (+22.3%) Shares 264,545 (+6.5%) Est. Cost $68.14 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.9%
Value $19.07M (+28.4%) Shares 206,864 (+28.5%) Est. Cost $93.03 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.6%
Value $35.83M (+13.2%) Shares 502,897 (+1.8%) Est. Cost $52.10 Unrealized
VO VANGUARD MID CAP 1.0%
Value $22.12M (+22.7%) Shares 274,531 (+337.5%) Est. Cost $123.95 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 1.0%
Value $22.96M (+21.2%) Shares 486,421 (+3.2%) Est. Cost $34.98 Unrealized
SPY SPDR S&P 500 ETF 1.1%
Value $23.35M (+19.5%) Shares 31,275 (+4.0%) Est. Cost $438.09 Unrealized
AFIF ANFIELD UNIVERSAL FIXED INCOME ETF 1.2%
Value $25.54M (+17.4%) Shares 2,715,918 (+16.3%) Est. Cost $9.36 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.2%
Value $3.954M (+1378.6%) Shares 9,970 (+1238.3%) Est. Cost $391.25 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.2%
Value $26.16M (+15.0%) Shares 438,347 (+4.1%) Est. Cost $46.39 Unrealized
VOO VANGUARD S&P 500 ETF 1.0%
Value $21.9M (+17.6%) Shares 31,884 (+2.3%) Est. Cost $497.83 Unrealized
SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 1.0%
Value $22.27M (+16.9%) Shares 201,808 (+17.0%) Est. Cost $110.40 Unrealized
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 1.1%
Value $24.66M (+13.9%) Shares 277,046 (+7.0%) Est. Cost $78.56 Unrealized
NJUL INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY 0.2%
Value $3.404M (+543.4%) Shares 43,961 (+493.4%) Est. Cost $74.66 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 1.0%
Value $22.1M (+14.6%) Shares 139,834 (+7.4%) Est. Cost $131.60 Unrealized
VB VANGUARD SMALL CAP ETF 0.6%
Value $13.06M (+26.1%) Shares 43,077 (+8.9%) Est. Cost $239.61 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 1.2%
Value $26.99M (+9.1%) Shares 850,999 (+5.6%) Est. Cost $38.18 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.6%
Value $14.16M (+18.6%) Shares 287,324 (+2.4%) Est. Cost $34.27 Unrealized
CGCB CAPITAL GROUP CORE BOND ETF 0.9%
Value $19.84M (+11.4%) Shares 757,948 (+11.7%) Est. Cost $26.27 Unrealized
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 0.5%
Value $10.77M (+22.6%) Shares 100,562 (+26.9%) Est. Cost $104.12 Unrealized
CGBL CAPITAL GROUP CORE BALANCED ETF 0.5%
Value $10.3M (+23.9%) Shares 271,457 (+12.3%) Est. Cost $34.58 Unrealized
GLW CORNING INC COM 0.1%
Value $3.083M (+172.3%) Shares 12,070 (+45.0%) Est. Cost $115.27 Unrealized
AMZN AMAZON.COM INC 0.6%
Value $14.03M (+16.1%) Shares 58,864 (+1.5%) Est. Cost $165.33 Unrealized
CEFS SABA CLOSED END FUNDS ETF 0.4%
Value $8.287M (+30.6%) Shares 323,208 (+14.8%) Est. Cost $22.66 Unrealized
CGCV CAPITAL GROUP CONSERVATIVE EQUITY ETF 0.6%
Value $12.07M (+18.4%) Shares 367,686 (+7.6%) Est. Cost $30.02 Unrealized
FMDE FIDELITY ENHANCED MID CAP CORE ETF 0.4%
Value $8.391M (+27.8%) Shares 206,776 (+13.2%) Est. Cost $33.75 Unrealized
PAAA PGIM AAA CLO ETF 0.8%
Value $17.33M (+11.4%) Shares 338,009 (+11.2%) Est. Cost $51.37 Unrealized
DFSV DIMENSIONAL US SMALL CAP VALUE ETF 0.6%
Value $13.54M (+14.7%) Shares 349,124 (+3.6%) Est. Cost $30.55 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value $2.839M (+154.8%) Shares 2,807 (+113.1%) Est. Cost $764.91 Unrealized
MMM 3M CO COM 0.2%
Value $5.101M (+49.7%) Shares 31,507 (+34.3%) Est. Cost $139.49 Unrealized
BUFZ FT VEST LADDERED MODERATE BUFFER ETF 0.2%
Value $4.612M (+56.7%) Shares 165,122 (+47.4%) Est. Cost $26.85 Unrealized
EFA ISHARES MSCI EAFE ETF 0.6%
Value $14M (+12.9%) Shares 134,811 (+5.5%) Est. Cost $87.96 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.4%
Value $8.935M (+20.8%) Shares 107,861 (+1.7%) Est. Cost $58.75 Unrealized
SCHO SCHWAB SHORT TERM US TREASURY ETF 0.9%
Value $20.46M (+8.1%) Shares 847,580 (+8.6%) Est. Cost $31.26 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 0.2%
Value $4.309M (+52.4%) Shares 22,618 (+6.3%) Est. Cost $161.73 Unrealized
ARES DYNAMIC CR ALLOCATION FD COM 0.3%
Value $7.594M (+24.2%) Shares 601,286 (+19.5%) Est. Cost $13.60 Unrealized
REM ISHARES MORTGAGE REAL ESTATE ETF 0.3%
Value $7.563M (+22.1%) Shares 342,996 (+18.9%) Est. Cost $22.15 Unrealized
ARKW ARK NEXT GENERATION INTERNET ETF 0.3%
Value $5.791M (+30.9%) Shares 39,979 (+9.0%) Est. Cost $113.96 Unrealized
SCHM SCHWAB US MID-CAP ETF 0.3%
Value $7.214M (+22.3%) Shares 195,674 (+2.7%) Est. Cost $29.20 Unrealized
AVGO BROADCOM INC COM 0.3%
Value $5.476M (+31.5%) Shares 14,498 (+7.8%) Est. Cost $168.23 Unrealized
NBIS NEBIUS GROUP N.V. SHS CLASS A 0.1%
Value $1.218M (+14761.4%) Shares 4,411 (+5483.5%) Est. Cost $272.98 Unrealized
JBBB JANUS HENDERSON B-BBB CLO ETF 0.3%
Value $7.188M (+20.0%) Shares 151,814 (+18.1%) Est. Cost $48.09 Unrealized
SEIX VIRTUS SEIX SENIOR LOAN ETF 0.3%
Value $6.933M (+19.7%) Shares 299,727 (+19.4%) Est. Cost $23.47 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value $2.803M (+68.8%) Shares 11,845 (+53.4%) Est. Cost $211.24 Unrealized
PFFA VIRTUS INFRACAP U.S. PREFERRED STOCK ETF 0.3%
Value $7.348M (+18.4%) Shares 357,220 (+17.2%) Est. Cost $21.21 Unrealized
HYGH ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF 0.4%
Value $7.776M (+17.2%) Shares 89,782 (+15.8%) Est. Cost $86.07 Unrealized
BKLN POWERSHARES ETF SENIOR LOAN PORT NYSE ARCA INC 0.3%
Value $7.393M (+17.7%) Shares 362,948 (+17.9%) Est. Cost $20.77 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.1%
Value $1.708M (+163.3%) Shares 7,147 (+212.6%) Est. Cost $222.79 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.2%
Value $5.127M (+25.2%) Shares 53,725 (+13.6%) Est. Cost $68.60 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value $1.405M (+268.3%) Shares 1,841 (+88.4%) Est. Cost $494.24 Unrealized
XHB SPDR S&P HOMEBUILDERETF 0.0%
Value $1.043M (+5050.4%) Shares 9,024 (+4302.0%) Est. Cost $115.44 Unrealized
BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF 0.2%
Value $3.95M (+34.4%) Shares 29,319 (+16.9%) Est. Cost $112.16 Unrealized
TSLA TESLA MOTORS INC 0.3%
Value $7.119M (+16.2%) Shares 16,926 (+2.7%) Est. Cost $245.63 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 1.9%
Value $41.52M (+2.3%) Shares 821,078 (+2.4%) Est. Cost $50.54 Unrealized
IYW ISHARES DJ US TECHNOLOGY 0.1%
Value $2.936M (+44.1%) Shares 11,642 (+3.7%) Est. Cost $141.52 Unrealized
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value $896K (+11216.0%) Shares 4,990 (+10988.9%) Est. Cost $178.93 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.1%
Value $1.174M (+284.9%) Shares 5,207 (+283.4%) Est. Cost $222.89 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.3%
Value $6.006M (+16.5%) Shares 70,251 (+5.1%) Est. Cost $66.87 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value $865K (+1684.2%) Shares 2,859 (+698.6%) Est. Cost $282.88 Unrealized
DES WISDOMTREE SMALLCAP DIVIDEND 0.2%
Value $4.224M (+22.9%) Shares 103,830 (+8.6%) Est. Cost $33.52 Unrealized
DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF 0.3%
Value $6.505M (+13.6%) Shares 224,553 (+4.2%) Est. Cost $25.49 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value $4.061M (+23.1%) Shares 13,516 (+1.6%) Est. Cost $193.03 Unrealized
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 0.0%
Value $1.085M (+227.2%) Shares 22,889 (+228.2%) Est. Cost $48.29 Unrealized
SPMO INVESCO S&P 500 MOMENTUM ETF 0.1%
Value $1.809M (+70.4%) Shares 11,199 (+18.3%) Est. Cost $121.43 Unrealized
FDVV FIDELITY HIGH DIVIDEND ETF 0.3%
Value $7.397M (+10.7%) Shares 122,695 (+1.4%) Est. Cost $40.74 Unrealized
BIL SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF 0.4%
Value $7.932M (+9.8%) Shares 86,552 (+9.8%) Est. Cost $91.65 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value $2.176M (+46.5%) Shares 21,036 (+1.7%) Est. Cost $68.17 Unrealized
PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 0.2%
Value $5.213M (+15.1%) Shares 196,585 (+13.7%) Est. Cost $26.56 Unrealized
RWL INVESCO S&P 500 REVENUE ETF 0.3%
Value $5.529M (+13.9%) Shares 43,273 (+2.5%) Est. Cost $89.57 Unrealized
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 0.0%
Value $1.003M (+187.6%) Shares 12,187 (+150.5%) Est. Cost $74.06 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 0.1%
Value $2.839M (+27.1%) Shares 15,328 (+10.9%) Est. Cost $147.71 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.1%
Value $2.454M (+32.3%) Shares 29,302 (+18.7%) Est. Cost $64.40 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value $4.241M (+15.7%) Shares 34,151 (+297.2%) Est. Cost $158.35 Unrealized
FTMN FRANKLIN MINNESOTA MUNICIPAL INCOME ETF 0.2%
Value $4.313M (+15.0%) Shares 483,696 (+12.6%) Est. Cost $8.85 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 0.1%
Value $1.735M (+47.6%) Shares 11,698 (+23.7%) Est. Cost $105.95 Unrealized
PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY 0.0%
Value $754K (+267.7%) Shares 15,446 (+246.3%) Est. Cost $43.36 Unrealized
TER TERADYNE INC COM 0.1%
Value $1.226M (+80.7%) Shares 2,533 (+10.7%) Est. Cost $191.00 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.1%
Value $1.098M (+98.7%) Shares 1,674 (+16.2%) Est. Cost $262.28 Unrealized
TCHP T. ROWE PRICE BLUE CHIP GROWTH ETF 0.2%
Value $3.311M (+19.1%) Shares 66,099 (+5.1%) Est. Cost $49.87 Unrealized
FLMI FRANKLIN DYNAMIC MUNICIPAL BOND ETF 0.1%
Value $2.651M (+25.0%) Shares 105,308 (+23.1%) Est. Cost $24.76 Unrealized
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 0.3%
Value $5.834M (+9.8%) Shares 141,428 (+3.7%) Est. Cost $26.53 Unrealized
MINO PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND 0.0%
Value $775K (+183.2%) Shares 16,943 (+179.5%) Est. Cost $45.57 Unrealized
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.0%
Value $693K (+230.3%) Shares 27,713 (+231.3%) Est. Cost $25.04 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value $2.504M (+23.8%) Shares 5,877 (+3.9%) Est. Cost $159.91 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value $1.198M (+63.6%) Shares 15,320 (+81.2%) Est. Cost $80.32 Unrealized
SNOW SNOWFLAKE INC COM SHS 0.0%
Value $474K (+4036.6%) Shares 1,863 (+2351.3%) Est. Cost $252.44 Unrealized
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.1%
Value $2.084M (+28.1%) Shares 48,318 (+17.1%) Est. Cost $37.30 Unrealized
ECG EVERUS CONSTR GROUP COM 0.1%
Value $1.484M (+42.9%) Shares 8,945 (+1.7%) Est. Cost $59.33 Unrealized
TMSL T. ROWE PRICE SMALL-MID CAP ETF 0.1%
Value $1.273M (+50.0%) Shares 29,026 (+25.4%) Est. Cost $34.51 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.4%
Value $8.633M (+5.2%) Shares 146,365 (+6.2%) Est. Cost $58.81 Unrealized
JCPB JPMORGAN CORE PLUS BOND ETF 0.1%
Value $1.83M (+29.7%) Shares 38,996 (+30.1%) Est. Cost $46.94 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value $628K (+190.7%) Shares 1,841 (+36.7%) Est. Cost $217.72 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value $628K (+168.5%) Shares 1,455 (+2.2%) Est. Cost $61.88 Unrealized
CVX CHEVRON CORPORATION COM 0.1%
Value $2.221M (-14.8%) Shares 13,400 (+6.3%) Est. Cost $111.19 Unrealized
VRTX VERTEX PHARMACEUTICALS IN 0.1%
Value $1.664M (+30.1%) Shares 3,349 (+16.9%) Est. Cost $363.48 Unrealized
EVSM EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF 0.0%
Value $518K (+285.4%) Shares 10,305 (+284.5%) Est. Cost $50.34 Unrealized
INMU ISHARES INTERMEDIATE MUNI INCOME ACTIVE ETF 0.0%
Value $415K (+1059.0%) Shares 17,119 (+1042.8%) Est. Cost $24.23 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value $2.369M (+18.9%) Shares 26,989 (+25.8%) Est. Cost $72.09 Unrealized
CR CRANE COMPANY COMMON STOCK 0.1%
Value $1.422M (+35.0%) Shares 6,376 (+3.5%) Est. Cost $148.20 Unrealized
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value $503K (+275.3%) Shares 3,941 (+246.3%) Est. Cost $118.20 Unrealized
RAFE PIMCO RAFI ESG U.S. ETF 0.0%
Value $527K (+230.4%) Shares 11,016 (+187.2%) Est. Cost $42.38 Unrealized
V VISA INC 0.1%
Value $2.469M (+17.4%) Shares 7,196 (+3.5%) Est. Cost $201.50 Unrealized
TDG TRANSDIGM GROUP INC COM DELAWARE 0.1%
Value $1.355M (+37.0%) Shares 1,017 (+19.2%) Est. Cost $654.01 Unrealized
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value $619K (+143.6%) Shares 1,747 (+3.9%) Est. Cost $155.13 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value $3.578M (+11.0%) Shares 37,043 (+4.1%) Est. Cost $73.10 Unrealized
FE FIRSTENERGY CORP 0.1%
Value $2.861M (+14.1%) Shares 60,176 (+21.6%) Est. Cost $43.09 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value $883K (+63.6%) Shares 2,963 (+6.6%) Est. Cost $160.53 Unrealized
CGMU CAPITAL GROUP MUNICIPAL INCOME ETF 0.2%
Value $4.038M (+8.9%) Shares 147,010 (+7.6%) Est. Cost $27.11 Unrealized
ENTG ENTEGRIS INC COM 0.0%
Value $918K (+56.1%) Shares 5,104 (+1.8%) Est. Cost $78.69 Unrealized
AGG ISHARES AGGREGATE BOND ETF 1.5%
Value $33.9M (+1.0%) Shares 342,460 (+1.3%) Est. Cost $99.63 Unrealized
C CITIGROUP INC 0.1%
Value $1.338M (+32.1%) Shares 9,561 (+7.1%) Est. Cost $61.46 Unrealized
DFCF DIMENSIONAL CORE FIXED INCOME ETF 0.3%
Value $6.254M (+5.5%) Shares 148,160 (+5.5%) Est. Cost $42.07 Unrealized
TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF 0.1%
Value $2.082M (+18.2%) Shares 50,667 (+2.3%) Est. Cost $33.38 Unrealized
ABBV ABBVIE INC COM 0.1%
Value $1.66M (+23.1%) Shares 6,595 (+6.4%) Est. Cost $136.93 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value $1.379M (-18.3%) Shares 11,822 (+2.5%) Est. Cost $40.81 Unrealized
LRGE CLEARBRIDGE LARGE CAP GROWTH SELECT ETF 0.0%
Value $454K (+201.1%) Shares 5,305 (+164.3%) Est. Cost $81.77 Unrealized
DE DEERE & CO COM 0.1%
Value $1.78M (+19.0%) Shares 2,806 (+5.6%) Est. Cost $413.63 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value $774K (+56.6%) Shares 6,474 (+814.4%) Est. Cost $172.03 Unrealized
IAK ISHARES U.S. INSURANCE ETF 0.0%
Value $522K (+114.5%) Shares 3,717 (+95.7%) Est. Cost $134.33 Unrealized
DSI ISHARES ESG MSCI KLD 400 ETF 0.0%
Value $650K (+74.2%) Shares 4,566 (+48.2%) Est. Cost $100.82 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value $1.626M (+20.0%) Shares 12,720 (+3.0%) Est. Cost $105.37 Unrealized
MS MORGAN STANLEY COM NEW 0.1%
Value $1.132M (+30.1%) Shares 5,413 (+2.4%) Est. Cost $91.06 Unrealized
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.0%
Value $686K (+57.7%) Shares 10,462 (+12.2%) Est. Cost $34.38 Unrealized
JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF 0.1%
Value $1.126M (+26.7%) Shares 13,649 (+16.4%) Est. Cost $70.12 Unrealized
T AT&T INC COM 0.0%
Value $627K (-27.2%) Shares 30,313 (+2.0%) Est. Cost $19.35 Unrealized
FTA FIRST TRUST LARGE CAP VALUE ALPHADEX FUND 0.0%
Value $244K (+1375.2%) Shares 2,527 (+1327.7%) Est. Cost $95.35 Unrealized
XYLD GLOBAL X S&P 500 COVERED CALL ETF 0.0%
Value $271K (+502.9%) Shares 6,645 (+478.3%) Est. Cost $40.54 Unrealized
IR INGERSOLL RAND INC COM 0.1%
Value $2.177M (+11.6%) Shares 26,549 (+9.0%) Est. Cost $93.18 Unrealized
AON AON PLC SHS CL A 0.0%
Value $286K (+368.1%) Shares 861 (+355.6%) Est. Cost $321.70 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value $1.004M (+28.0%) Shares 18,723 (+17.9%) Est. Cost $42.44 Unrealized
KBWB INVESCO KBW BANK ETF 0.1%
Value $1.112M (+24.1%) Shares 11,955 (+5.6%) Est. Cost $66.01 Unrealized
PKG PACKAGING CORP AMER COM 0.1%
Value $1.421M (+17.8%) Shares 5,962 (+4.9%) Est. Cost $149.34 Unrealized
DAL DELTA AIR LINES INC DEL CMN 0.0%
Value $582K (+57.8%) Shares 6,210 (+12.0%) Est. Cost $62.75 Unrealized
FBCV FIDELITY BLUE CHIP VALUE ETF 0.1%
Value $1.254M (+20.2%) Shares 31,483 (+8.6%) Est. Cost $35.45 Unrealized
ALL ALLSTATE CORP 0.1%
Value $1.366M (+18.2%) Shares 5,743 (+3.0%) Est. Cost $122.16 Unrealized
OKE ONEOK INC NEW COM 0.1%
Value $3.165M (+6.9%) Shares 36,400 (+11.2%) Est. Cost $60.18 Unrealized
GDX MARKET VECTORS GOLD MINERS INDEX ETF 0.0%
Value $1.016M (-16.8%) Shares 13,464 (+1.2%) Est. Cost $46.41 Unrealized
NAMS NEWAMSTERDAM PHARMA COMPANY NV ORDINARY SHARES 0.0%
Value $284K (+245.7%) Shares 8,375 (+226.5%) Est. Cost $33.85 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value $676K (+40.4%) Shares 6,702 (+40.1%) Est. Cost $100.54 Unrealized
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.0%
Value $916K (+26.9%) Shares 11,456 (+26.2%) Est. Cost $79.56 Unrealized
MUB ISHARES AMT-FREE MUNI BOND ETF 0.1%
Value $2.204M (+9.4%) Shares 20,482 (+8.0%) Est. Cost $109.04 Unrealized
FESM FIDELITY ENHANCED SMALL CAP CORE ETF 0.0%
Value $210K (+860.6%) Shares 4,342 (+656.4%) Est. Cost $46.09 Unrealized
QYLD Horizons NASDAQ 100 Covered Call ETF 0.0%
Value $252K (+290.9%) Shares 13,653 (+263.8%) Est. Cost $18.13 Unrealized
JGRO JPMORGAN ACTIVE GROWTH ETF 0.0%
Value $759K (+32.7%) Shares 7,697 (+13.8%) Est. Cost $83.70 Unrealized
WMT WALMART INC COM 0.2%
Value $3.818M (-4.6%) Shares 33,706 (+4.7%) Est. Cost $65.45 Unrealized
SOLV SOLVENTUM CORP COM SHS 0.0%
Value $444K (+70.4%) Shares 5,751 (+44.2%) Est. Cost $68.20 Unrealized
CSX CSX CORP 0.0%
Value $872K (+26.5%) Shares 18,353 (+9.3%) Est. Cost $33.25 Unrealized
MSTR MICROSTRATEGY INC A NEW 0.0%
Value $432K (-29.6%) Shares 4,972 (+1.0%) Est. Cost $186.65 Unrealized
BAC BANK OF AMER CORP COM 0.1%
Value $1.101M (+19.8%) Shares 19,321 (+2.5%) Est. Cost $33.73 Unrealized
FTBD FIDELITY TACTICAL BOND ETF 0.0%
Value $533K (+50.5%) Shares 10,822 (+50.1%) Est. Cost $49.20 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value $551K (+48.0%) Shares 1,388 (+18.5%) Est. Cost $194.85 Unrealized
ESGE iShares MSCI EM ESG Optimized ETF 0.0%
Value $390K (+82.7%) Shares 7,138 (+51.9%) Est. Cost $40.47 Unrealized
SMLV STATE STREET SPDR US SMALL CAP LOW VOLATILITY INDEX ETF 0.0%
Value $505K (+53.7%) Shares 3,207 (+33.9%) Est. Cost $136.59 Unrealized
GPIQ GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF 0.0%
Value $287K (+154.4%) Shares 4,840 (+112.3%) Est. Cost $54.93 Unrealized
DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF 0.1%
Value $2.221M (+8.5%) Shares 63,411 (+4.3%) Est. Cost $21.85 Unrealized
JAAA JANUS HENDERSON AAA CLO ETF 0.1%
Value $3.132M (+5.8%) Shares 62,042 (+5.6%) Est. Cost $50.67 Unrealized
AIPO DEFIANCE AI & POWER INFRASTRUCTURE ETF 0.0%
Value $447K (+61.2%) Shares 13,370 (+20.5%) Est. Cost $25.32 Unrealized
ISMD INSPIRE SMALL/MID CAP ETF 0.0%
Value $216K (+367.3%) Shares 4,315 (+273.6%) Est. Cost $47.31 Unrealized
CASY CASEYS GEN STORES INC COM 0.0%
Value $706K (+31.2%) Shares 888 (+20.2%) Est. Cost $419.81 Unrealized
OEF ISHARES TR S&P 100 INDEX FUND 0.0%
Value $678K (+32.4%) Shares 1,853 (+15.1%) Est. Cost $273.12 Unrealized
HTRB HARTFORD TOTAL RETURN BOND ETF 0.0%
Value $183K (+919.9%) Shares 5,437 (+920.1%) Est. Cost $33.74 Unrealized
JMUB JPMORGAN MUNICIPAL ETF 0.3%
Value $6.891M (+2.4%) Shares 136,030 (+1.0%) Est. Cost $50.23 Unrealized
VZ VERIZON COMMUNICATIONS 0.0%
Value $1.065M (-12.8%) Shares 25,158 (+3.4%) Est. Cost $36.60 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.2%
Value $3.35M (+4.8%) Shares 76,078 (+2.7%) Est. Cost $36.17 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value $1.614M (+10.5%) Shares 10,172 (+2.1%) Est. Cost $124.78 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value $2.028M (+8.1%) Shares 1,195 (+10.1%) Est. Cost $1384.06 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value $298K (+104.3%) Shares 3,228 (+108.1%) Est. Cost $87.33 Unrealized
JAVA JPMORGAN ACTIVE VALUE ETF 0.0%
Value $742K (+25.5%) Shares 9,345 (+13.4%) Est. Cost $66.67 Unrealized
SHY ISHARES 1-3 YR TREASURY BOND ETF 0.6%
Value $12.74M (+1.2%) Shares 155,168 (+1.8%) Est. Cost $82.11 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV SHS - A - 0.0%
Value $292K (-33.9%) Shares 5,548 (+1.1%) Est. Cost $47.66 Unrealized
CGHM CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF 0.0%
Value $427K (+52.4%) Shares 16,513 (+49.3%) Est. Cost $25.48 Unrealized
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 0.0%
Value $1.007M (+16.8%) Shares 12,293 (+1.1%) Est. Cost $52.89 Unrealized
DTCR GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF 0.0%
Value $422K (+52.0%) Shares 13,905 (+19.9%) Est. Cost $23.90 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value $795K (+21.9%) Shares 5,218 (+17.0%) Est. Cost $133.57 Unrealized
UAL UNITED CONTL HLDGS INC 0.0%
Value $320K (+79.1%) Shares 2,354 (+21.3%) Est. Cost $110.24 Unrealized
NET CLOUDFLARE INC CL A COM 0.0%
Value $189K (+275.6%) Shares 771 (+216.0%) Est. Cost $200.43 Unrealized
ONTO ONTO INNOVATION INC COM 0.0%
Value $285K (+94.1%) Shares 753 (+5.2%) Est. Cost $208.02 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value $1.314M (-9.4%) Shares 4,863 (+4.1%) Est. Cost $214.89 Unrealized
CALAMOS STRATEGIC TOTAL RETURN FD 0.0%
Value $162K (+490.7%) Shares 7,870 (+391.9%) Est. Cost $19.37 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value $340K (+59.7%) Shares 3,539 (+20.4%) Est. Cost $59.58 Unrealized
EQIX EQUINIX INC COM 0.0%
Value $156K (+431.7%) Shares 150 (+400.0%) Est. Cost $984.30 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value $253K (-33.3%) Shares 2,034 (+6.2%) Est. Cost $258.61 Unrealized
JMHI JPMORGAN HIGH YIELD MUNICIPAL ETF 0.1%
Value $3.028M (+4.3%) Shares 59,803 (+2.6%) Est. Cost $50.34 Unrealized
BKH BLACK HILLS CORP COM 0.1%
Value $1.527M (+8.8%) Shares 20,523 (+1.5%) Est. Cost $53.40 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.1%
Value $2.7M (-4.4%) Shares 10,870 (+7.5%) Est. Cost $246.47 Unrealized
XBI SPDR BIOTECH ETF 0.0%
Value $358K (+52.2%) Shares 2,265 (+22.8%) Est. Cost $122.08 Unrealized
NAPR INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL 0.1%
Value $1.334M (+10.1%) Shares 22,526 (+1.6%) Est. Cost $41.73 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value $216K (+127.3%) Shares 4,789 (+20.0%) Est. Cost $20.55 Unrealized
NFLT VIRTUS NEWFLEET MULTI-SECTOR BOND ETF 0.0%
Value $130K (+1196.3%) Shares 5,668 (+1185.3%) Est. Cost $22.91 Unrealized
JGLO JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF 0.0%
Value $668K (+21.8%) Shares 9,382 (+11.6%) Est. Cost $61.95 Unrealized
VFMO VANGUARD U.S. MOMENTUM FACTOR ETF 0.0%
Value $446K (+36.1%) Shares 1,789 (+7.5%) Est. Cost $164.49 Unrealized
JETS U.S. GLOBAL JETS ETF 0.0%
Value $240K (+95.4%) Shares 7,213 (+44.8%) Est. Cost $27.14 Unrealized
ATI ALLEGHENY TECH INC 0.0%
Value $305K (+61.4%) Shares 1,547 (+19.1%) Est. Cost $141.97 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.1%
Value $2.214M (+5.5%) Shares 30,687 (+5.2%) Est. Cost $71.80 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value $296K (+64.2%) Shares 5,287 (+38.0%) Est. Cost $41.16 Unrealized
PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY 0.0%
Value $367K (+45.0%) Shares 8,898 (+40.3%) Est. Cost $32.95 Unrealized
CIEN CIENA CORP COM NEW 0.0%
Value $245K (+85.8%) Shares 500 (+47.1%) Est. Cost $213.19 Unrealized
HFSI HARTFORD STRATEGIC INCOME ETF 0.0%
Value $777K (+16.8%) Shares 22,095 (+15.3%) Est. Cost $35.42 Unrealized
IONQ IONQ INC COM 0.0%
Value $205K (+117.0%) Shares 3,842 (+17.5%) Est. Cost $45.85 Unrealized
NSC NORFOLK SOUTHERN CRP 0.0%
Value $443K (+33.2%) Shares 1,408 (+21.5%) Est. Cost $257.04 Unrealized
XTN STATE STREET SPDR S&P TRANSPORTATION ETF 0.0%
Value $231K (+88.4%) Shares 1,997 (+51.5%) Est. Cost $100.71 Unrealized
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value $943K (+12.9%) Shares 14,028 (+10.3%) Est. Cost $66.83 Unrealized
PFE PFIZER INC COM 0.0%
Value $771K (-12.1%) Shares 32,018 (+2.5%) Est. Cost $28.65 Unrealized
SNDK SANDISK CORP COM 0.0%
Value $134K (+369.8%) Shares 59 (+31.1%) Est. Cost $601.89 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value $442K (+31.3%) Shares 900 (+11.4%) Est. Cost $292.26 Unrealized
FDLS INSPIRE FIDELIS MULTI FACTOR ETF 0.0%
Value $116K (+893.5%) Shares 2,735 (+768.3%) Est. Cost $41.66 Unrealized
JEMA JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF 0.0%
Value $350K (+42.1%) Shares 5,483 (+15.7%) Est. Cost $43.26 Unrealized
RYAN RYAN SPECIALTY HOLDINGS INC CL A 0.0%
Value $102K (+37660.0%) Shares 2,700 (+33650.0%) Est. Cost $37.81 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value $460K (+28.0%) Shares 3,145 (+12.0%) Est. Cost $117.11 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value $297K (+50.3%) Shares 1,361 (+36.4%) Est. Cost $194.57 Unrealized
CNQ CANADIAN NAT RES LTD MED TERM COM 0.0%
Value $584K (-14.4%) Shares 14,793 (+5.6%) Est. Cost $32.75 Unrealized
DFSI DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF 0.0%
Value $628K (+18.2%) Shares 13,924 (+11.1%) Est. Cost $34.11 Unrealized
FEGE FIRST EAGLE GLOBAL EQUITY ETF 0.0%
Value $522K (+22.7%) Shares 10,670 (+17.8%) Est. Cost $47.23 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value $240K (+66.2%) Shares 1,437 (+72.9%) Est. Cost $155.30 Unrealized
CLS CELESTICA INC COM 0.0%
Value $254K (+59.3%) Shares 695 (+23.0%) Est. Cost $292.97 Unrealized
AMUN ABRDN ULTRA SHORT MUNCIPAL INCOME ACTIVE ETF 0.0%
Value $189K (+98.7%) Shares 7,250 (+98.6%) Est. Cost $26.08 Unrealized
CGSM CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF 0.0%
Value $378K (+32.6%) Shares 14,317 (+32.1%) Est. Cost $26.16 Unrealized
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 0.0%
Value $106K (+648.0%) Shares 2,506 (+489.6%) Est. Cost $39.49 Unrealized
PG PROCTER & GAMBLE CO COM 0.1%
Value $2.887M (+3.3%) Shares 19,689 (+1.7%) Est. Cost $106.61 Unrealized
PPLT ABRDN PHYSICAL PLATINUM SHARES ETF 0.0%
Value $302K (-23.2%) Shares 21,370 (+869.2%) Est. Cost $29.07 Unrealized
APG API GROUP CORP COM STK 0.0%
Value $565K (+19.1%) Shares 13,335 (+14.0%) Est. Cost $25.09 Unrealized
ALB ALBEMARLE CORP 0.0%
Value $242K (+59.8%) Shares 1,789 (+112.5%) Est. Cost $131.16 Unrealized
WDC WESTERN DIGITAL CORP COM 0.0%
Value $130K (+228.3%) Shares 203 (+39.0%) Est. Cost $207.72 Unrealized
ICHR ICHOR HOLDINGS SHS 0.0%
Value $124K (+231.8%) Shares 1,102 (+37.8%) Est. Cost $56.09 Unrealized
ON ON SEMICONDUCTOR CORP COM 0.0%
Value $86,126 (+8079.1%) Shares 911 (+5258.8%) Est. Cost $93.76 Unrealized
NUE NUCOR CORP COM 0.0%
Value $214K (+65.3%) Shares 963 (+25.6%) Est. Cost $165.95 Unrealized
CGDG CAPITAL GROUP DIVIDEND GROWERS ETF 0.0%
Value $122K (+223.3%) Shares 3,258 (+209.4%) Est. Cost $36.29 Unrealized
VG VENTURE GLOBAL INC COM CL A 0.0%
Value $155K (+119.1%) Shares 13,896 (+210.2%) Est. Cost $11.25 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value $464K (+21.8%) Shares 8,503 (+6.2%) Est. Cost $52.50 Unrealized
SEIM SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF 0.0%
Value $154K (+115.0%) Shares 2,750 (+74.4%) Est. Cost $43.82 Unrealized
SCHR SCHWAB INTMEDIATE TERM US TREASURY ETF 0.0%
Value $135K (+150.6%) Shares 5,456 (+153.2%) Est. Cost $26.17 Unrealized
VLU STATE STREET SPDR S&P 1500 VALUE TILT ETF 0.0%
Value $303K (+36.0%) Shares 1,270 (+22.7%) Est. Cost $215.13 Unrealized
HEI HEICO CORP NEW COM 0.0%
Value $209K (+61.1%) Shares 586 (+23.9%) Est. Cost $220.49 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value $578K (+15.8%) Shares 1,750 (+2.3%) Est. Cost $160.03 Unrealized
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value $82,079 (+2374.5%) Shares 1,096 (+1041.7%) Est. Cost $70.81 Unrealized
PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE 0.0%
Value $156K (+101.3%) Shares 3,600 (+94.8%) Est. Cost $38.78 Unrealized
DFSE DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF 0.0%
Value $455K (+20.6%) Shares 9,317 (+4.6%) Est. Cost $32.21 Unrealized
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value $406K (+23.6%) Shares 1,837 (+5.9%) Est. Cost $144.29 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value $403K (+23.6%) Shares 4,988 (+3.4%) Est. Cost $94.90 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value $531K (+16.9%) Shares 21,188 (+1.1%) Est. Cost $10.47 Unrealized
NJUN INNOVATOR GROWTH-100 POWER BUFFER ETF - JUNE 0.0%
Value $156K (+92.0%) Shares 4,756 (+82.8%) Est. Cost $31.08 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value $480K (-13.5%) Shares 4,614 (+9.8%) Est. Cost $74.68 Unrealized
DASH DOORDASH INC CL A 0.0%
Value $228K (+48.1%) Shares 1,235 (+20.5%) Est. Cost $173.99 Unrealized
SEIV SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF 0.0%
Value $137K (+117.1%) Shares 2,857 (+88.0%) Est. Cost $39.58 Unrealized
AGM FEDERAL AGRIC MTG CORP CL C 0.0%
Value $195K (+60.5%) Shares 980 (+19.5%) Est. Cost $124.53 Unrealized
STRV STRIVE 500 ETF 0.0%
Value $397K (+22.1%) Shares 8,213 (+6.1%) Est. Cost $43.55 Unrealized
FEOE FIRST EAGLE OVERSEAS EQUITY ETF 0.0%
Value $133K (+111.2%) Shares 2,495 (+99.6%) Est. Cost $51.93 Unrealized
AOR ISHARES GROWTH ALLOCATION ETF 0.0%
Value $677K (+11.4%) Shares 9,745 (+3.1%) Est. Cost $49.62 Unrealized
PACB PACIFIC BIOSCIENCES CALIF INC COM 0.0%
Value $256K (+36.3%) Shares 152,122 (+7.1%) Est. Cost $2.38 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value $109K (-38.2%) Shares 1,522 (+1.7%) Est. Cost $168.62 Unrealized
NUHY NUVEEN ESG HIGH YIELD CORPORATE BOND ETF 0.0%
Value $99,888 (+199.6%) Shares 4,660 (+196.1%) Est. Cost $21.51 Unrealized
TGT TARGET CORP COM 0.0%
Value $600K (+12.4%) Shares 4,592 (+4.3%) Est. Cost $109.62 Unrealized
SLVR SPROTT SILVER MINERS & PHYSICAL SILVER ETF SILVER MINERS ETF 0.0%
Value $432K (-13.3%) Shares 8,612 (+2.3%) Est. Cost $41.87 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value $130K (+102.1%) Shares 463 (+41.6%) Est. Cost $201.24 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value $208K (+45.9%) Shares 981 (+34.9%) Est. Cost $143.52 Unrealized
BSOL BITWISE SOLANA STAKING ETF 0.0%
Value $237K (+37.6%) Shares 23,631 (+51.9%) Est. Cost $13.84 Unrealized
BSJS INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF 0.0%
Value $126K (+104.9%) Shares 5,778 (+104.3%) Est. Cost $21.71 Unrealized
VIAV JDS UNIPHASE CORP 0.0%
Value $164K (+63.7%) Shares 3,440 (+14.1%) Est. Cost $16.38 Unrealized
RVMD REVOLUTION MEDICINES INC COM 0.0%
Value $98,135 (+186.7%) Shares 524 (+48.9%) Est. Cost $100.24 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value $431K (+17.3%) Shares 4,188 (+9.1%) Est. Cost $79.75 Unrealized
VGSR VERT GLOBAL SUSTAINABLE REAL ESTATE ETF 0.0%
Value $157K (+67.6%) Shares 13,822 (+52.1%) Est. Cost $10.48 Unrealized
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value $593K (+11.7%) Shares 11,665 (+9.8%) Est. Cost $64.01 Unrealized
ECL ECOLAB INC COM 0.0%
Value $431K (+16.8%) Shares 1,545 (+11.5%) Est. Cost $180.44 Unrealized
SDY SPDR SER TR S&P DIVID ETF 0.0%
Value $473K (+15.0%) Shares 3,109 (+10.2%) Est. Cost $126.90 Unrealized
ALBEMARLE CORP 7.25 DEP SHS A 0.0%
Value $931K (+7.0%) Shares 16,825 (+38.9%) Est. Cost $43.40 Unrealized
SPSB SPDR BARCLAYS CAPITAL SHORT TERM CORP BD 0.0%
Value $564K (+12.1%) Shares 18,792 (+12.4%) Est. Cost $30.26 Unrealized
BUFF INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF 0.0%
Value $816K (+8.0%) Shares 15,488 (+1.3%) Est. Cost $42.35 Unrealized
WPC WP CAREY INC COM 0.0%
Value $199K (+43.5%) Shares 2,782 (+36.4%) Est. Cost $67.05 Unrealized
SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value $886K (+7.2%) Shares 34,728 (+7.6%) Est. Cost $26.94 Unrealized
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value $425K (-12.3%) Shares 3,788 (+2.3%) Est. Cost $49.82 Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value $335K (+21.6%) Shares 4,059 (+500.4%) Est. Cost $123.25 Unrealized
USB US BANCORP COM NEW 0.0%
Value $397K (+17.4%) Shares 6,580 (+1.1%) Est. Cost $39.57 Unrealized
MTB M & T BK CORP COM 0.0%
Value $138K (+74.2%) Shares 578 (+51.3%) Est. Cost $199.89 Unrealized
RKLB ROCKET LAB CORP COM 0.0%
Value $80,977 (+243.6%) Shares 797 (+117.2%) Est. Cost $78.80 Unrealized
CGSD CAPITAL GROUP SHORT DURATION INCOME ETF 0.0%
Value $92,174 (+163.1%) Shares 3,582 (+163.6%) Est. Cost $25.70 Unrealized
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value $141K (+67.7%) Shares 1,229 (+36.7%) Est. Cost $86.06 Unrealized
JIG JPMORGAN INTERNATIONAL GROWTH ETF 0.0%
Value $205K (+37.8%) Shares 2,356 (+17.3%) Est. Cost $76.91 Unrealized
XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 0.0%
Value $275K (+25.4%) Shares 6,247 (+16.3%) Est. Cost $41.20 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value $244K (-18.4%) Shares 7,727 (+16.9%) Est. Cost $48.31 Unrealized
CNRG STATE STREET SPDR S&P KENSHO CLEAN POWER ETF 0.0%
Value $90,593 (+153.9%) Shares 801 (+102.8%) Est. Cost $101.28 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value $235K (+30.4%) Shares 3,029 (+56.4%) Est. Cost $69.31 Unrealized
XSW STATE STREET SPDR S&P SOFTWARE & SERVICES ETF 0.0%
Value $79,719 (+216.5%) Shares 464 (+162.1%) Est. Cost $164.11 Unrealized
USRT ISHARES CORE U.S. REIT ETF 0.0%
Value $57,205 (+1913.6%) Shares 861 (+1693.8%) Est. Cost $65.38 Unrealized
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 0.0%
Value $387K (+16.3%) Shares 7,364 (+15.4%) Est. Cost $52.29 Unrealized
LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF 0.0%
Value $618K (+9.5%) Shares 15,225 (+9.4%) Est. Cost $33.32 Unrealized
PAX PATRIA INVESTMENTS LIMITED COM CL A 0.0%
Value $200K (+36.0%) Shares 18,185 (+56.1%) Est. Cost $11.98 Unrealized
FIBK FIRST INTST BANCSYSTEM INC COM 0.0%
Value $198K (+36.2%) Shares 5,125 (+18.0%) Est. Cost $35.77 Unrealized
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 0.0%
Value $264K (+24.4%) Shares 7,154 (+14.7%) Est. Cost $31.75 Unrealized
ALAB ASTERA LABS INC COM 0.0%
Value $58,445 (+760.1%) Shares 121 (+95.2%) Est. Cost $314.38 Unrealized
PTL INSPIRE 500 ETF 0.0%
Value $133K (+60.8%) Shares 466 (+40.8%) Est. Cost $259.66 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value $246K (+24.9%) Shares 824 (+13.7%) Est. Cost $231.66 Unrealized
COHR COHERENT CORP COM 0.0%
Value $60,748 (+420.5%) Shares 154 (+214.3%) Est. Cost $328.40 Unrealized
BA BOEING CO COM 0.0%
Value $479K (+11.4%) Shares 2,213 (+2.4%) Est. Cost $217.37 Unrealized
XLG RYDEX RUSSELL TOP 50 ETF 0.0%
Value $185K (+35.8%) Shares 3,024 (+21.0%) Est. Cost $56.06 Unrealized
KMI KINDER MORGAN INC 0.1%
Value $1.474M (+3.4%) Shares 46,119 (+8.4%) Est. Cost $24.91 Unrealized
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value $1.068M (+4.7%) Shares 11,003 (+3.5%) Est. Cost $66.64 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value $105K (+81.9%) Shares 537 (+84.5%) Est. Cost $167.76 Unrealized
RBC RBC BEARINGS INC COM 0.0%
Value $180K (+35.5%) Shares 280 (+14.3%) Est. Cost $339.01 Unrealized
MP MP MATERIALS CORP COM CL A 0.0%
Value $124K (+61.4%) Shares 2,206 (+39.1%) Est. Cost $54.49 Unrealized
ADBE ADOBE SYS INC 0.0%
Value $288K (-14.0%) Shares 1,407 (+2.0%) Est. Cost $361.33 Unrealized
PAGP PLAINS GP HLDGS L P LTD PARTNR INT A 0.0%
Value $58,661 (+383.2%) Shares 2,417 (+383.4%) Est. Cost $23.21 Unrealized
BLK BLACKROCK INC 0.0%
Value $651K (+7.7%) Shares 677 (+7.8%) Est. Cost $898.49 Unrealized
SATS ECHOSTAR HOLDING CORP 0.0%
Value $67,396 (+218.1%) Shares 664 (+266.9%) Est. Cost $88.52 Unrealized
FELC FIDELITY ENHANCED LARGE CAP CORE ETF 0.0%
Value $60,560 (+316.4%) Shares 1,445 (+260.3%) Est. Cost $40.37 Unrealized
UCTT ULTRA CLEAN HLDGS INC COM 0.0%
Value $79,850 (+133.5%) Shares 560 (+1.8%) Est. Cost $48.61 Unrealized
RY ROYAL BANK OF CANADA 0.0%
Value $146K (+45.1%) Shares 703 (+13.4%) Est. Cost $128.71 Unrealized
NUMG NUVEEN ESG MID-CAP GROWTH ETF 0.0%
Value $72,977 (+158.2%) Shares 1,554 (+125.9%) Est. Cost $46.58 Unrealized
JIVE JPMORGAN INTERNATIONAL VALUE ETF 0.0%
Value $215K (+26.0%) Shares 2,342 (+17.3%) Est. Cost $78.66 Unrealized
NUMV NUVEEN ESG MID-CAP VALUE ETF 0.0%
Value $68,801 (+179.9%) Shares 1,582 (+149.5%) Est. Cost $41.05 Unrealized
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value $231K (-15.8%) Shares 825 (+14.3%) Est. Cost $178.95 Unrealized
ITB ISHARES DOW JONES US HOME CONST (ETF) 0.0%
Value $229K (+22.8%) Shares 2,190 (+6.5%) Est. Cost $86.42 Unrealized
SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 0.0%
Value $150K (+39.2%) Shares 6,398 (+38.5%) Est. Cost $23.39 Unrealized
SIVR ABRDN PHYSICAL SILVER SHARES ETF 0.0%
Value $168K (-19.9%) Shares 2,991 (+2.0%) Est. Cost $53.30 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.0%
Value $364K (+12.9%) Shares 2,327 (+9.4%) Est. Cost $130.30 Unrealized
IBD INSPIRE CORPORATE BOND ETF 0.0%
Value $95,365 (+75.6%) Shares 4,012 (+76.2%) Est. Cost $23.82 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $306K (-11.8%) Shares 9,185 (+1.8%) Est. Cost $50.44 Unrealized
WULF TERAWULF INC COM 0.0%
Value $94,280 (+76.1%) Shares 3,817 (+2.9%) Est. Cost $5.79 Unrealized
GIS GENERAL MILLS INC COM 0.0%
Value $377K (+11.8%) Shares 10,848 (+19.6%) Est. Cost $48.82 Unrealized
CRM SALESFORCE COM 0.0%
Value $233K (-14.4%) Shares 1,485 (+2.0%) Est. Cost $190.45 Unrealized
HWM HOWMET AEROSPACE INC COM 0.0%
Value $224K (+21.2%) Shares 835 (+3.9%) Est. Cost $184.91 Unrealized
AFL AFLAC INC COM 0.0%
Value $75,583 (+105.9%) Shares 645 (+92.5%) Est. Cost $81.49 Unrealized
WELL WELLTOWER INC COM 0.0%
Value $267K (+16.9%) Shares 1,177 (+1.8%) Est. Cost $124.90 Unrealized
FFSM FIDELITY FUNDAMENTAL SMALL-MID CAP ETF 0.0%
Value $93,576 (+68.7%) Shares 2,449 (+41.1%) Est. Cost $33.67 Unrealized
OMF ONEMAIN HLDGS INC COM 0.0%
Value $70,847 (+116.1%) Shares 1,162 (+89.6%) Est. Cost $60.12 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value $43,629 (+644.5%) Shares 149 (+396.7%) Est. Cost $273.91 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.0%
Value $402K (+10.3%) Shares 4,838 (+8.9%) Est. Cost $72.91 Unrealized
DLS WISDOMTREE INTL SMALLCAP DIVIDEND 0.0%
Value $42,153 (+757.3%) Shares 503 (+738.3%) Est. Cost $80.94 Unrealized
RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF 0.0%
Value $347K (+12.0%) Shares 8,597 (+9.2%) Est. Cost $30.59 Unrealized
PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY 0.0%
Value $218K (+19.8%) Shares 5,052 (+11.6%) Est. Cost $39.07 Unrealized
GL GLOBE LIFE INC COM 0.0%
Value $79,691 (+81.2%) Shares 446 (+41.1%) Est. Cost $142.10 Unrealized
XEL XCEL ENERGY INC COM 0.1%
Value $1.508M (+2.3%) Shares 18,776 (+1.3%) Est. Cost $50.34 Unrealized
MKSI MKS INC. COM 0.0%
Value $33,805 (+14597.8%) Shares 76 (+7500.0%) Est. Cost $440.08 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value $374K (-8.0%) Shares 960 (+11.6%) Est. Cost $269.54 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value $868K (+3.9%) Shares 17,153 (+2.5%) Est. Cost $50.80 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value $137K (+30.9%) Shares 219 (+62.2%) Est. Cost $706.44 Unrealized
SEIQ SEI ENHANCED U.S. LARGE CAP QUALITY FACTOR ETF 0.0%
Value $60,534 (+113.1%) Shares 1,536 (+96.9%) Est. Cost $36.62 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value $73,502 (+77.6%) Shares 469 (+73.1%) Est. Cost $133.17 Unrealized
URNM SPROTT URANIUM MINERS ETF 0.0%
Value $275K (-10.4%) Shares 5,223 (+7.6%) Est. Cost $58.81 Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value $139K (+29.3%) Shares 3,432 (+10.0%) Est. Cost $21.12 Unrealized
TRUP TRUPANION INC COM 0.0%
Value $358K (+9.5%) Shares 14,456 (+13.2%) Est. Cost $28.14 Unrealized
PLAB PHOTRONICS INC COM 0.0%
Value $38,841 (+395.4%) Shares 1,194 (+515.5%) Est. Cost $30.86 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value $225K (+16.0%) Shares 607 (+2.4%) Est. Cost $197.22 Unrealized
LGOV FIRST TRUST LONG DURATION OPPORTUNITIES ETF 0.0%
Value $31,094 (+11005.0%) Shares 1,453 (+11076.9%) Est. Cost $21.40 Unrealized
CE CELANESE CORPORATION 0.0%
Value $88,872 (-25.6%) Shares 1,932 (+6.4%) Est. Cost $80.96 Unrealized
ROIV ROIVANT SCIENCES LTD SHS 0.0%
Value $31,214 (+2864.3%) Shares 882 (+2221.1%) Est. Cost $34.39 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC 0.0%
Value $34,345 (+658.8%) Shares 1,536 (+617.8%) Est. Cost $22.15 Unrealized
SCHP SCHWAB US TIPS ETF 0.0%
Value $163K (+22.3%) Shares 6,152 (+22.8%) Est. Cost $46.71 Unrealized
FCX FREEPORT MCMORAN COPPER 0.0%
Value $391K (+8.2%) Shares 6,219 (+1.1%) Est. Cost $32.60 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value $30,070 (+4024.8%) Shares 129 (+3125.0%) Est. Cost $229.28 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value $31,294 (+1445.4%) Shares 808 (+2348.5%) Est. Cost $40.19 Unrealized
ROST ROSS STORES INC COM 0.0%
Value $36,823 (+372.2%) Shares 173 (+380.6%) Est. Cost $196.71 Unrealized
LITE LUMENTUM HLDGS INC COM 0.0%
Value $51,484 (+128.9%) Shares 60 (+87.5%) Est. Cost $553.46 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value $891K (+3.4%) Shares 7,038 (+6.9%) Est. Cost $94.43 Unrealized
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN 0.0%
Value $360K (-7.4%) Shares 8,950 (+9.8%) Est. Cost $18.81 Unrealized
IONS IONIS PHARMACEUTICALS INC COM 0.0%
Value $71,678 (+66.6%) Shares 904 (+57.8%) Est. Cost $56.81 Unrealized
SFM SPROUTS FMRS MKT INC COM 0.0%
Value $123K (+30.3%) Shares 1,451 (+18.8%) Est. Cost $124.26 Unrealized
GNTX GENTEX CORP 0.0%
Value $80,839 (+54.2%) Shares 3,199 (+33.3%) Est. Cost $24.34 Unrealized
DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF 0.0%
Value $249K (+12.8%) Shares 5,224 (+13.1%) Est. Cost $47.50 Unrealized
AG FIRST MAJESTIC SILVER CORP COM 0.0%
Value $119K (-19.2%) Shares 7,042 (+2.4%) Est. Cost $11.14 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value $174K (+19.4%) Shares 1,318 (+1.4%) Est. Cost $106.29 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND FD ETF 0.0%
Value $218K (+14.8%) Shares 2,762 (+15.1%) Est. Cost $79.00 Unrealized
NEAR ISHARES SHORT DURATION BOND ACTIVE ETF 0.0%
Value $193K (+17.0%) Shares 3,800 (+17.4%) Est. Cost $50.82 Unrealized
FIS FIDELITY NATL INFO SVCS 0.0%
Value $30,163 (+918.0%) Shares 776 (+1131.7%) Est. Cost $42.33 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value $54,911 (+96.3%) Shares 182 (+857.9%) Est. Cost $345.43 Unrealized
AOM ISHARES TR S&P MODERATE ALLOCATION FD 0.0%
Value $133K (+25.2%) Shares 2,675 (+18.9%) Est. Cost $44.04 Unrealized
BCI ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF 0.0%
Value $129K (+26.0%) Shares 5,770 (+37.0%) Est. Cost $20.98 Unrealized
APD AIR PRODUCTS AND CHEMICALS INC COM 0.0%
Value $81,211 (+48.7%) Shares 277 (+47.3%) Est. Cost $259.88 Unrealized
ACLS AXCELIS TECHNOLOGIES INC COM NEW 0.0%
Value $50,204 (+111.5%) Shares 265 (+3.9%) Est. Cost $85.29 Unrealized
VDE VANGUARD ENERGY ETF 0.0%
Value $511K (-4.9%) Shares 3,405 (+9.7%) Est. Cost $133.83 Unrealized
PUSH PGIM ULTRA SHORT MUNICIPAL BOND ETF 0.0%
Value $40,987 (+156.9%) Shares 813 (+156.5%) Est. Cost $50.38 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.0%
Value $25,543 (+4404.9%) Shares 106 (+3433.3%) Est. Cost $237.64 Unrealized
CRBN ISHARES LOW CARBON OPTIMIZED MSCI ACWI ETF 0.0%
Value $190K (+15.1%) Shares 752 (+1.3%) Est. Cost $171.25 Unrealized
GLXY GALAXY DIGITAL INC. CL A 0.0%
Value $73,927 (+49.7%) Shares 2,704 (+1.0%) Est. Cost $20.38 Unrealized
ACHR ARCHER AVIATION INC COM CL A 0.0%
Value $68,585 (+55.4%) Shares 14,500 (+69.9%) Est. Cost $6.69 Unrealized
NU NU HLDGS LTD ORD SHS CL A 0.0%
Value $595K (+4.2%) Shares 44,537 (+12.1%) Est. Cost $13.07 Unrealized
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value $28,523 (+544.3%) Shares 1,159 (+526.5%) Est. Cost $22.80 Unrealized
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value $44,787 (+109.0%) Shares 1,527 (+62.3%) Est. Cost $34.74 Unrealized
FTI FMC TECHNOLOGIES INC 0.0%
Value $24,067 (+1733.0%) Shares 363 (+1810.5%) Est. Cost $64.55 Unrealized
GBIL ACCESS TREASURY 0-1 YEAR ETF 0.0%
Value $250K (+10.0%) Shares 2,498 (+10.0%) Est. Cost $100.12 Unrealized
WWJD INSPIRE INTERNATIONAL ETF 0.0%
Value $95,439 (+31.0%) Shares 2,503 (+28.4%) Est. Cost $37.28 Unrealized
RISN INSPIRE CAPITAL APPRECIATION ETF 0.0%
Value $101K (+28.5%) Shares 3,295 (+20.0%) Est. Cost $29.03 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value $201K (-10.0%) Shares 2,097 (+17.6%) Est. Cost $113.80 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value $219K (+11.4%) Shares 1,530 (+1.9%) Est. Cost $73.06 Unrealized
WRB BERKLEY W R CORP COM 0.0%
Value $152K (+17.2%) Shares 2,158 (+10.2%) Est. Cost $47.77 Unrealized
WLY WILEY JOHN & SONS INC CL A 0.0%
Value $24,255 (+1173.2%) Shares 500 (+900.0%) Est. Cost $46.69 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value $41,658 (+110.8%) Shares 119 (+70.0%) Est. Cost $240.52 Unrealized
EMLC MARKET VECTORS ETF EMERGING MKTS LOCAL ETF 0.0%
Value $136K (+19.1%) Shares 5,338 (+17.0%) Est. Cost $24.26 Unrealized
UFO PROCURE SPACE ETF 0.0%
Value $25,183 (+649.3%) Shares 497 (+562.7%) Est. Cost $49.79 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value $121K (+21.8%) Shares 3,201 (+6.7%) Est. Cost $29.50 Unrealized
INVH INVITATION HOMES INC COM 0.0%
Value $67,821 (+46.0%) Shares 2,245 (+20.1%) Est. Cost $28.16 Unrealized
SJM J M SMUCKER CO NEW 0.0%
Value $21,938 (+3150.1%) Shares 195 (+2685.7%) Est. Cost $112.41 Unrealized
GMED GLOBUS MED INC CL A 0.0%
Value $23,308 (+1027.1%) Shares 295 (+1129.2%) Est. Cost $78.58 Unrealized
QTUM DEFIANCE QUANTUM ETF 0.0%
Value $26,556 (+392.0%) Shares 161 (+222.0%) Est. Cost $139.57 Unrealized
PATH UIPATH INC CL A 0.0%
Value $58,698 (+55.5%) Shares 5,400 (+58.8%) Est. Cost $12.56 Unrealized
ECOW PACER EMERGING MARKETS CASH COWS 100 ETF 0.0%
Value $118K (+21.0%) Shares 4,460 (+21.7%) Est. Cost $26.64 Unrealized
CRCL CIRCLE INTERNET GROUP INC COM CL A 0.0%
Value $61,628 (+48.8%) Shares 984 (+126.7%) Est. Cost $81.81 Unrealized
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF 0.0%
Value $624K (+3.3%) Shares 12,356 (+3.2%) Est. Cost $49.77 Unrealized
XRPC CANARY XRP ETF 0.0%
Value $73,881 (-21.3%) Shares 6,668 (+1.5%) Est. Cost $18.99 Unrealized
FIVE FIVE BELOW INC COM 0.0%
Value $30,205 (+193.8%) Shares 168 (+273.3%) Est. Cost $155.21 Unrealized
BUFB INNOVATOR LADDERED ALLOCATION BUFFER ETF 0.0%
Value $167K (+13.5%) Shares 4,250 (+3.7%) Est. Cost $30.13 Unrealized
DFAR DIMENSIONAL US REAL ESTATE ETF 0.0%
Value $105K (+23.1%) Shares 4,022 (+11.3%) Est. Cost $23.06 Unrealized
VOTE TCW TRANSFORM 500 ETF 0.0%
Value $128K (+18.1%) Shares 1,452 (+2.2%) Est. Cost $66.49 Unrealized
NUKZ RANGE NUCLEAR RENAISSANCE INDEX ETF 0.0%
Value $54,528 (+49.9%) Shares 800 (+44.7%) Est. Cost $61.87 Unrealized
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value $19,130 (+1830.4%) Shares 99 (+1550.0%) Est. Cost $192.71 Unrealized
GRAB GRAB HOLDINGS LIMITED CLASS A ORD 0.0%
Value $384K (+4.9%) Shares 101,984 (+1.9%) Est. Cost $3.63 Unrealized
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value $44,848 (+67.6%) Shares 264 (+21.1%) Est. Cost $132.97 Unrealized
HL HECLA MINING COMPANY COM 0.0%
Value $98,829 (-15.1%) Shares 6,405 (+2.5%) Est. Cost $12.92 Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value $25,497 (+214.2%) Shares 153 (+178.2%) Est. Cost $154.79 Unrealized
BIBL INSPIRE 100 ETF 0.0%
Value $59,559 (+40.4%) Shares 1,029 (+14.3%) Est. Cost $48.50 Unrealized
JPIE JPMORGAN INCOME ETF 0.0%
Value $410K (+4.3%) Shares 8,908 (+4.3%) Est. Cost $45.33 Unrealized
JBL JABIL INC COM 0.0%
Value $22,358 (+282.6%) Shares 58 (+163.6%) Est. Cost $309.73 Unrealized
REET ISHARES GLOBAL REIT ETF 0.0%
Value $144K (+12.6%) Shares 5,208 (+2.5%) Est. Cost $25.30 Unrealized
VCIT VANGUARD INTERMEDIATE TERM CORP BOND FD ETF 0.0%
Value $160K (+11.0%) Shares 1,938 (+11.2%) Est. Cost $82.44 Unrealized
AFG AMERICAN FINANCIAL GROUP INC COM 0.0%
Value $34,985 (+82.6%) Shares 250 (+66.7%) Est. Cost $90.18 Unrealized
POOL POOL CORP COM 0.0%
Value $107K (+17.3%) Shares 497 (+10.4%) Est. Cost $330.29 Unrealized
CIFR CIPHER DIGITAL INC COM 0.0%
Value $15,582 (+24246.9%) Shares 636 (+12620.0%) Est. Cost $24.44 Unrealized
RIO RIO TINTO PLC SPON ADR 0.0%
Value $42,913 (+56.6%) Shares 452 (+53.7%) Est. Cost $87.34 Unrealized
PALL ETFS PALLADIUM TR SHBEN INT 0.0%
Value $19,872 (-43.5%) Shares 900 (+244.8%) Est. Cost $60.97 Unrealized
PNW PINNACLE WEST CAP CORP COM 0.0%
Value $105K (+16.8%) Shares 983 (+10.0%) Est. Cost $83.38 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value $201K (+8.1%) Shares 1,126 (+2459.1%) Est. Cost $352.20 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value $79,008 (+23.2%) Shares 720 (+8.3%) Est. Cost $111.64 Unrealized
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 0.0%
Value $68,852 (+27.2%) Shares 1,400 (+3.7%) Est. Cost $39.73 Unrealized
KSS KOHLS CORP 0.0%
Value $50,597 (+39.6%) Shares 2,855 (+1.6%) Est. Cost $23.74 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value $129K (+12.4%) Shares 1,198 (+2.9%) Est. Cost $112.30 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value $86,622 (+19.6%) Shares 985 (+400.0%) Est. Cost $130.63 Unrealized
CBT CABOT CORP COM 0.0%
Value $15,258 (+1250.3%) Shares 168 (+1020.0%) Est. Cost $89.60 Unrealized
POWI POWER INTEGRATIONS INC 0.0%
Value $20,019 (+237.1%) Shares 239 (+106.0%) Est. Cost $61.43 Unrealized
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value $156K (+9.9%) Shares 4,201 (+9.4%) Est. Cost $37.73 Unrealized
IMCB ISHARES MORNINGSTAR MID-CAP ETF 0.0%
Value $96,044 (+16.8%) Shares 995 (+1.0%) Est. Cost $60.13 Unrealized
PSX PHILLIPS 66 0.0%
Value $229K (+6.4%) Shares 1,353 (+14.6%) Est. Cost $98.48 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value $214K (+6.8%) Shares 2,605 (+1.8%) Est. Cost $66.47 Unrealized
GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.0%
Value $16,935 (+399.4%) Shares 344 (+463.9%) Est. Cost $48.11 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value $55,026 (+32.1%) Shares 484 (+4.8%) Est. Cost $102.16 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value $115K (+13.1%) Shares 975 (+1.4%) Est. Cost $130.19 Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value $18,608 (+247.1%) Shares 750 (+216.5%) Est. Cost $26.38 Unrealized
DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF 0.0%
Value $109K (+13.7%) Shares 2,716 (+11.7%) Est. Cost $37.17 Unrealized
AMKR AMKOR TECHNOLOGY INC COM 0.0%
Value $15,090 (+598.3%) Shares 175 (+264.6%) Est. Cost $67.60 Unrealized
GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 0.0%
Value $41,945 (+44.5%) Shares 1,517 (+24.8%) Est. Cost $22.73 Unrealized
APO APOLLO GLOBAL MGMT LLC COM NPV CL A SHS 0.0%
Value $117K (+12.3%) Shares 988 (+5.8%) Est. Cost $136.41 Unrealized
HMOP HARTFORD MUNICIPAL OPPORTUNITIES ETF 0.0%
Value $275K (+4.9%) Shares 7,030 (+3.8%) Est. Cost $38.68 Unrealized
SAP SAP SE SPON ADR 0.0%
Value $140K (-8.4%) Shares 910 (+1.8%) Est. Cost $200.25 Unrealized
O REALTY INCOME CORP COM 0.0%
Value $323K (+4.1%) Shares 5,213 (+2.8%) Est. Cost $50.09 Unrealized
PIPR PIPER JAFFRAY COS 0.0%
Value $46,008 (+37.8%) Shares 636 (+45.9%) Est. Cost $75.23 Unrealized
AVXC AVANTIS EMERGING MARKETS EX-CHINA EQUITY ETF 0.0%
Value $51,389 (+31.0%) Shares 600 (+3.4%) Est. Cost $68.23 Unrealized
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 0.0%
Value $261K (-4.4%) Shares 6,036 (+2.0%) Est. Cost $46.18 Unrealized
SAIC SCIENCE APPLICATIONS INTL CORP COM 0.0%
Value $31,115 (+64.1%) Shares 282 (+41.0%) Est. Cost $95.52 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $68,613 (+21.0%) Shares 1,338 (+20.9%) Est. Cost $51.03 Unrealized
PAYX PAYCHEX INC 0.0%
Value $134K (+9.3%) Shares 1,358 (+2.4%) Est. Cost $82.24 Unrealized
KVUE KENVUE INC COM 0.0%
Value $50,034 (+29.4%) Shares 2,618 (+16.7%) Est. Cost $20.22 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value $29,758 (+60.8%) Shares 289 (+142.9%) Est. Cost $131.50 Unrealized
FDUS FIDUS INVT CORP COM 0.0%
Value $25,383 (+75.5%) Shares 1,331 (+60.4%) Est. Cost $18.93 Unrealized
KTOS KRATOS DEFENSE & SECSOLUTIONS COM 0.0%
Value $109K (+10.8%) Shares 2,182 (+56.8%) Est. Cost $34.78 Unrealized
HRMY HARMONY BIOSCIENCES HLDGS INC COM 0.0%
Value $39,323 (+36.3%) Shares 1,080 (+4.9%) Est. Cost $34.04 Unrealized
DVA DAVITA INC COM 0.0%
Value $11,540 (+972.5%) Shares 52 (+642.9%) Est. Cost $209.49 Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value $194K (+5.7%) Shares 1,686 (+3.4%) Est. Cost $63.84 Unrealized
SPYX STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.0%
Value $71,862 (+16.8%) Shares 1,176 (+1.4%) Est. Cost $55.62 Unrealized
ATKR ATKORE INC COM 0.0%
Value $15,056 (+215.5%) Shares 198 (+144.4%) Est. Cost $71.40 Unrealized
EQT EQT CORP COM 0.0%
Value $67,635 (-13.0%) Shares 1,272 (+4.1%) Est. Cost $51.20 Unrealized
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value $13,170 (+318.2%) Shares 151 (+371.9%) Est. Cost $86.90 Unrealized
FOXA FOX CORP CL A COM 0.0%
Value $16,952 (+137.9%) Shares 325 (+166.4%) Est. Cost $52.66 Unrealized
USAR USA RARE EARTH INC COM 0.0%
Value $21,105 (+86.7%) Shares 978 (+30.9%) Est. Cost $20.50 Unrealized
IVLU ISHARES MSCI INTL VALUE FACTOR ETF 0.0%
Value $113K (+9.4%) Shares 2,708 (+3.8%) Est. Cost $22.92 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value $58,615 (-14.1%) Shares 428 (+1.9%) Est. Cost $203.23 Unrealized
JHG JANUS HENDERSON GROUP PLC ORD SHS 0.0%
Value $42,339 (+29.4%) Shares 815 (+27.9%) Est. Cost $34.43 Unrealized
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value $311K (-3.0%) Shares 4,012 (+12.8%) Est. Cost $85.16 Unrealized
UUUU ENERGY FUELS INC COM NEW 0.0%
Value $22,301 (+73.8%) Shares 1,538 (+118.8%) Est. Cost $16.24 Unrealized
ZM ZOOM COMMUNICATIONS INC CL A 0.0%
Value $18,125 (+103.1%) Shares 210 (+89.2%) Est. Cost $86.84 Unrealized
ARKB ARK 21SHARES BITCOIN ETF 0.0%
Value $647K (+1.4%) Shares 33,268 (+17.2%) Est. Cost $41.16 Unrealized
LAC LITHIUM AMERS CORP NEW COM SHS 0.0%
Value $12,031 (+281.2%) Shares 3,125 (+291.1%) Est. Cost $3.67 Unrealized
FICO FAIR ISAAC CORP COM 0.0%
Value $72,882 (+13.8%) Shares 61 (+1.7%) Est. Cost $1595.05 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value $381K (-2.3%) Shares 2,516 (+3.0%) Est. Cost $88.68 Unrealized
SHOP SHOPIFY INC CL A SUB VTG SHS 0.2%
Value $4.869M (+0.2%) Shares 42,646 (+4.1%) Est. Cost $123.34 Unrealized
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value $39,375 (+27.7%) Shares 635 (+3.3%) Est. Cost $76.81 Unrealized
CWEN CLEARWAY ENERGY INC CL C 0.0%
Value $8,921 (+1522.0%) Shares 261 (+1764.3%) Est. Cost $34.06 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value $99,473 (+9.2%) Shares 1,085 (+1.5%) Est. Cost $83.55 Unrealized
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value $44,878 (+22.5%) Shares 323 (+7.7%) Est. Cost $157.60 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.0%
Value $931K (-0.9%) Shares 17,530 (+14.4%) Est. Cost $64.00 Unrealized
PAAS PAN AMERN SILVER CORP COM 0.0%
Value $38,788 (-16.9%) Shares 866 (+1.4%) Est. Cost $20.29 Unrealized
PII POLARIS INDS INC 0.0%
Value $9,043 (+514.3%) Shares 132 (+388.9%) Est. Cost $65.43 Unrealized
TPIF TIMOTHY PLAN INTERNATIONAL ETF 0.0%
Value $65,778 (+12.8%) Shares 1,763 (+9.0%) Est. Cost $30.67 Unrealized
SBSW SIBANYE STILLWATER LTD SPONSORED ADR 0.0%
Value $17,192 (-30.2%) Shares 2,025 (+1.3%) Est. Cost $11.95 Unrealized
AEE AMEREN CORP COM 0.0%
Value $164K (+4.5%) Shares 1,455 (+1.6%) Est. Cost $70.59 Unrealized
QTPI NORTH SQUARE RCIM TAX-ADVANTAGED PREFERRED AND INCOME SECURITIES ETF 0.0%
Value $414K (+1.7%) Shares 16,221 (+1.1%) Est. Cost $25.58 Unrealized
NEM NEWMONT CORP COM 0.0%
Value $216K (-3.1%) Shares 2,316 (+12.3%) Est. Cost $45.27 Unrealized
STT STATE STR CORP COM 0.0%
Value $25,708 (+36.9%) Shares 152 (+2.7%) Est. Cost $89.20 Unrealized
HDV ISHARES TR HIGH DIVID EQUITY FD 0.0%
Value $309K (-2.1%) Shares 11,262 (+384.6%) Est. Cost $46.56 Unrealized
MGEE MGE ENERGY INC COM 0.0%
Value $69,880 (+10.4%) Shares 857 (+4.6%) Est. Cost $59.36 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value $488K (+1.4%) Shares 2,290 (+4.2%) Est. Cost $115.50 Unrealized
JPRE JPMORGAN REALTY INCOME ETF 0.0%
Value $33,500 (+24.2%) Shares 642 (+14.4%) Est. Cost $48.31 Unrealized
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.0%
Value $20,763 (+43.2%) Shares 122 (+22.0%) Est. Cost $73.21 Unrealized
DVN DEVON ENERGY CORP 0.0%
Value $97,463 (+6.8%) Shares 2,359 (+30.1%) Est. Cost $43.13 Unrealized
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value $36,019 (+20.9%) Shares 221 (+6.3%) Est. Cost $84.47 Unrealized
BBHY JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value $66,653 (+10.2%) Shares 1,446 (+9.5%) Est. Cost $46.26 Unrealized
FEAC FIDELITY ENHANCED U.S. ALL-CAP EQUITY ETF 0.0%
Value $8,862 (+225.3%) Shares 274 (+179.6%) Est. Cost $30.72 Unrealized
OLN OLIN CORP COM PAR $1 0.0%
Value $31,078 (+23.4%) Shares 1,568 (+85.1%) Est. Cost $23.05 Unrealized
RGLD ROYAL GOLD INC COM 0.0%
Value $126K (-4.3%) Shares 633 (+22.0%) Est. Cost $146.79 Unrealized
EFAX STATE STREET SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF 0.0%
Value $47,207 (+13.8%) Shares 872 (+4.6%) Est. Cost $50.29 Unrealized
VMC VULCAN MATLS CO COM 0.0%
Value $30,681 (+22.5%) Shares 104 (+13.0%) Est. Cost $223.21 Unrealized
DC DAKOTA GOLD CORP COM 0.0%
Value $8,094 (+220.6%) Shares 1,900 (+280.0%) Est. Cost $3.86 Unrealized
RRC RANGE RESOURCES CORP 0.0%
Value $27,893 (-16.5%) Shares 750 (+1.5%) Est. Cost $16.84 Unrealized
GBTC BITCOIN INVESTMENT TRUST 0.0%
Value $44,746 (-10.7%) Shares 983 (+3.5%) Est. Cost $62.58 Unrealized
PBR PETROLEO BRASILEIRO SA PETROBRAS 0.0%
Value $10,795 (+94.1%) Shares 668 (+149.3%) Est. Cost $14.80 Unrealized
PRFZ INVESCO RAFI US 1500 SMALL-MID ETF 0.0%
Value $13,112 (+61.5%) Shares 235 (+32.8%) Est. Cost $47.98 Unrealized
ILMN ILLUMINA INC 0.0%
Value $7,737 (+172.9%) Shares 44 (+91.3%) Est. Cost $162.20 Unrealized
CAVA CAVA GROUP INC COM 0.0%
Value $338K (+1.4%) Shares 4,302 (+4.5%) Est. Cost $80.65 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value $10,905 (+70.8%) Shares 33 (+57.1%) Est. Cost $274.07 Unrealized
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.0%
Value $17,696 (+34.1%) Shares 338 (+23.4%) Est. Cost $46.43 Unrealized
KDP KEURIG DR PEPPER INC COM 0.0%
Value $8,582 (+101.4%) Shares 262 (+61.7%) Est. Cost $31.33 Unrealized
XYZ BLOCK INC CL A 0.0%
Value $13,984 (+44.3%) Shares 184 (+14.3%) Est. Cost $70.02 Unrealized
RGTI RIGETTI COMPUTING INC COMMON STOCK 0.0%
Value $6,202 (+213.2%) Shares 321 (+127.7%) Est. Cost $17.82 Unrealized
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.0%
Value $107K (+4.1%) Shares 5,258 (+4.4%) Est. Cost $20.24 Unrealized
ONDS ONDAS INC COM NEW 0.0%
Value $39,643 (+11.7%) Shares 4,811 (+22.6%) Est. Cost $10.76 Unrealized
BPRE BLUEROCK PVT REAL ESTATE FD COM 0.0%
Value $16,781 (-19.7%) Shares 1,290 (+2.5%) Est. Cost $14.98 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value $5,419 (+309.6%) Shares 18 (+350.0%) Est. Cost $317.71 Unrealized
HPQ HP INC COM 0.0%
Value $30,045 (+15.7%) Shares 1,369 (+1.3%) Est. Cost $29.05 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value $12,571 (+47.6%) Shares 91 (+1.1%) Est. Cost $78.68 Unrealized
SSL SASOL LTD SPONSORED ADR 0.0%
Value $10,272 (+65.1%) Shares 1,046 (+117.9%) Est. Cost $11.26 Unrealized
FLEX FLEX LTD ORD 0.0%
Value $6,159 (+185.1%) Shares 38 (+15.2%) Est. Cost $55.41 Unrealized
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value $6,338 (+163.2%) Shares 675 (+136.8%) Est. Cost $11.23 Unrealized
VTR VENTAS INC 0.0%
Value $11,278 (+53.2%) Shares 127 (+41.1%) Est. Cost $67.87 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value $367K (-1.0%) Shares 4,184 (+3.1%) Est. Cost $80.55 Unrealized
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value $219K (-1.7%) Shares 8,423 (+13.6%) Est. Cost $30.48 Unrealized
PPG PPG INDS INC COM 0.0%
Value $28,663 (+15.5%) Shares 236 (+1.7%) Est. Cost $104.92 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value $29,756 (+14.8%) Shares 154 (+1.3%) Est. Cost $200.52 Unrealized
WDAY WORKDAY INC COM 0.0%
Value $4,162 (+967.2%) Shares 34 (+1033.3%) Est. Cost $132.58 Unrealized
HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value $28,118 (+14.9%) Shares 1,105 (+12.0%) Est. Cost $28.54 Unrealized
QBTS D-WAVE QUANTUM INC COM 0.0%
Value $6,357 (+120.3%) Shares 265 (+32.5%) Est. Cost $23.74 Unrealized
DFAW DIMENSIONAL WORLD EQUITY ETF 0.0%
Value $13,032 (+36.2%) Shares 157 (+20.8%) Est. Cost $75.69 Unrealized
SMR NUSCALE PWR CORP CL A COM 0.0%
Value $117K (+3.0%) Shares 11,684 (+11.3%) Est. Cost $20.36 Unrealized
AVAV AEROVIRONMENT INC COM 0.0%
Value $18,983 (+22.0%) Shares 115 (+35.3%) Est. Cost $127.64 Unrealized
TKO TKO GROUP HOLDINGS INC CL A 0.0%
Value $4,429 (+339.4%) Shares 22 (+340.0%) Est. Cost $190.42 Unrealized
ENPH ENPHASE ENERGY INC COM 0.0%
Value $3,348 (+8710.5%) Shares 68 (+6700.0%) Est. Cost $49.15 Unrealized
HXL HEXCEL CORP NEW COM 0.0%
Value $15,910 (+26.0%) Shares 159 (+1.9%) Est. Cost $60.62 Unrealized
VICI VICI PPTYS INC COM 0.0%
Value $11,762 (+37.6%) Shares 443 (+41.5%) Est. Cost $28.14 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value $8,616 (+56.3%) Shares 24 (+9.1%) Est. Cost $313.24 Unrealized
AME AMETEK INC COM 0.0%
Value $6,290 (+83.4%) Shares 26 (+62.5%) Est. Cost $203.89 Unrealized
CHTR CHARTER COMMUNICATIONS INC CL A 0.0%
Value $8,390 (-25.3%) Shares 59 (+13.5%) Est. Cost $310.30 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES 0.0%
Value $3,535 (+370.7%) Shares 13 (+62.5%) Est. Cost $199.22 Unrealized
AWK AMERICAN WATER WORKS CO 0.0%
Value $115K (-2.3%) Shares 877 (+1.0%) Est. Cost $105.00 Unrealized
ADSK AUTODESK INC COM 0.0%
Value $8,943 (+43.7%) Shares 46 (+76.9%) Est. Cost $218.63 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value $19,242 (+15.3%) Shares 81 (+2.5%) Est. Cost $113.30 Unrealized
HAS HASBRO INC COM 0.0%
Value $21,803 (-10.4%) Shares 264 (+1.5%) Est. Cost $76.11 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value $5,755 (+76.3%) Shares 36 (+71.4%) Est. Cost $142.85 Unrealized
KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.0%
Value $50,946 (+5.1%) Shares 1,009 (+1.4%) Est. Cost $48.73 Unrealized
OKTA OKTA INC CL A 0.0%
Value $5,049 (+83.3%) Shares 37 (+5.7%) Est. Cost $88.90 Unrealized
FNB F N B CORP COM 0.0%
Value $3,625 (+167.7%) Shares 190 (+134.6%) Est. Cost $17.88 Unrealized
EWC ISHARES MSCI CANADA INDEX 0.0%
Value $15,390 (+17.0%) Shares 267 (+11.3%) Est. Cost $54.30 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value $273K (-0.8%) Shares 594 (+4.8%) Est. Cost $325.48 Unrealized
JMIA JUMIA TECHNOLOGIES AG SPONSORED ADS 0.0%
Value $39,480 (+6.0%) Shares 5,600 (+3.7%) Est. Cost $4.13 Unrealized
ELS EQUITY LIFESTYLE PROPERTIES COM 0.0%
Value $3,674 (+135.4%) Shares 57 (+128.0%) Est. Cost $65.06 Unrealized
AMT AMERICAN TOWER CORP COM 0.0%
Value $45,472 (+4.8%) Shares 278 (+10.8%) Est. Cost $197.40 Unrealized
EXE EXPAND ENERGY CORPORATION COM 0.0%
Value $5,107 (+66.1%) Shares 56 (+100.0%) Est. Cost $86.07 Unrealized
BLACKROCK RES & COMMODITIES ST SHS 0.0%
Value $43,143 (-4.5%) Shares 3,815 (+1.8%) Est. Cost $9.87 Unrealized
SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value $3,279 (+157.2%) Shares 98 (+157.9%) Est. Cost $33.51 Unrealized
VISN VISTANCE NETWORKS INC COM 0.0%
Value $6,712 (+41.8%) Shares 525 (+101.9%) Est. Cost $15.61 Unrealized
EVYM EATON VANCE HIGH INCOME MUNICIPAL ETF 0.0%
Value $51,995 (+3.9%) Shares 1,021 (+1.3%) Est. Cost $49.64 Unrealized
LII LENNOX INTL INC COM 0.0%
Value $5,157 (+58.7%) Shares 9 (+28.6%) Est. Cost $491.04 Unrealized
OGS ONE GAS INC 0.0%
Value $18,420 (-9.4%) Shares 239 (+1.3%) Est. Cost $76.47 Unrealized
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value $3,189 (+145.9%) Shares 41 (+115.8%) Est. Cost $102.75 Unrealized
CC CHEMOURS CO COM 0.0%
Value $40,516 (+4.9%) Shares 1,974 (+12.5%) Est. Cost $17.27 Unrealized
FLHY FRANKLIN HIGH YIELD CORPORATE ETF 0.0%
Value $10,396 (+21.3%) Shares 428 (+20.6%) Est. Cost $24.18 Unrealized
HR HEALTHCARE TRUST OF AMERICA, INC. CLASS A 0.0%
Value $10,197 (+21.1%) Shares 506 (+2.0%) Est. Cost $19.07 Unrealized
NTAP NETAPP INC COM 0.0%
Value $4,179 (+70.1%) Shares 27 (+12.5%) Est. Cost $104.35 Unrealized
LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF 0.0%
Value $212K (+0.8%) Shares 2,219 (+1.0%) Est. Cost $95.81 Unrealized
AVB AVALONBAY CMNTYS INC COM 0.0%
Value $8,547 (+24.0%) Shares 45 (+7.1%) Est. Cost $194.79 Unrealized
NTNX NUTANIX INC CL A 0.0%
Value $1,682 (+4326.3%) Shares 33 (+3200.0%) Est. Cost $51.25 Unrealized
NUVEEN PFD & INCOME OPPORTUNIT COM 0.0%
Value $27,199 (+6.4%) Shares 3,452 (+1.8%) Est. Cost $7.44 Unrealized
RPM RPM INTL INC COM 0.0%
Value $4,113 (+65.5%) Shares 37 (+48.0%) Est. Cost $102.79 Unrealized
URA GLOBAL X URANIUM ETF 0.0%
Value $5,096 (+46.9%) Shares 117 (+62.5%) Est. Cost $32.33 Unrealized
LEN LENNAR CORP CL A 0.0%
Value $16,379 (+10.9%) Shares 181 (+6.5%) Est. Cost $113.96 Unrealized
OAIM ONEASCENT INTERNATIONAL EQUITY ETF 0.0%
Value $12,723 (+14.5%) Shares 266 (+3.1%) Est. Cost $34.82 Unrealized
NZAC STATE STREET SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF 0.0%
Value $8,048 (+24.9%) Shares 175 (+10.1%) Est. Cost $41.03 Unrealized
ETHA ISHARES ETHEREUM TRUST ETF 0.0%
Value $9,512 (+20.2%) Shares 800 (+60.0%) Est. Cost $22.88 Unrealized
HRB BLOCK H & R INC COM 0.0%
Value $8,682 (+22.1%) Shares 228 (+1.8%) Est. Cost $37.49 Unrealized
NI NISOURCE INC COM 0.0%
Value $30,337 (+5.4%) Shares 638 (+3.4%) Est. Cost $34.72 Unrealized
COPX GLOBAL X COPPER MINERS ETF 0.0%
Value $49,565 (+3.2%) Shares 644 (+2.4%) Est. Cost $58.22 Unrealized
FIRST TR ENHANCED EQUITY COM 0.0%
Value $14,927 (+11.5%) Shares 668 (+1.8%) Est. Cost $15.61 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value $20,782 (-6.8%) Shares 363 (+4.3%) Est. Cost $57.97 Unrealized
IRT INDEPENDENCE RLTY TR INC COM 0.0%
Value $12,656 (+13.3%) Shares 758 (+1.1%) Est. Cost $21.14 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value $8,816 (+19.9%) Shares 349 (+2.6%) Est. Cost $17.03 Unrealized
FIVA FIDELITY INTERNATIONAL VALUE FACTOR ETF 0.0%
Value $4,776 (+41.4%) Shares 124 (+27.8%) Est. Cost $29.23 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value $2,096 (+167.0%) Shares 55 (+150.0%) Est. Cost $40.15 Unrealized
SILA SILA REALTY TRUST INC COMMON STOCK 0.0%
Value $5,650 (+29.9%) Shares 186 (+1.1%) Est. Cost $26.62 Unrealized
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value $2,983 (+73.8%) Shares 112 (+180.0%) Est. Cost $23.45 Unrealized
HST HOST MARRIOTT CORP NEW REIT 0.0%
Value $4,979 (+31.2%) Shares 210 (+6.1%) Est. Cost $15.39 Unrealized
ASTS AST SPACEMOBILE INC COM CL A 0.0%
Value $14,840 (+8.5%) Shares 167 (+1.2%) Est. Cost $56.30 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value $13,008 (+9.7%) Shares 258 (+9.8%) Est. Cost $72.93 Unrealized
CLB CORE LABORATORIES INC COM 0.0%
Value $8,971 (+14.7%) Shares 770 (+65.2%) Est. Cost $13.60 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value $264K (+0.4%) Shares 4,704 (+89.5%) Est. Cost $71.76 Unrealized
HYMC HYCROFT MINING HOLDING CORP CL A NEW 0.0%
Value $3,276 (-25.5%) Shares 140 (+12.0%) Est. Cost $36.82 Unrealized
IPAR INTERPARFUMS INC COM 0.0%
Value $1,566 (+244.9%) Shares 14 (+180.0%) Est. Cost $105.09 Unrealized
DEA EASTERLY GOVT PPTYS INC COM SHS 0.0%
Value $6,946 (+18.5%) Shares 279 (+2.2%) Est. Cost $22.25 Unrealized
Z ZILLOW GROUP INC CL C CAP STK 0.0%
Value $1,355 (+367.2%) Shares 43 (+514.3%) Est. Cost $35.95 Unrealized
GABELLI UTIL TR COM 0.0%
Value $10,209 (+11.5%) Shares 1,549 (+2.4%) Est. Cost $5.84 Unrealized
CVNA CARVANA CO CL A 0.0%
Value $3,554 (+41.3%) Shares 54 (+575.0%) Est. Cost $83.32 Unrealized
STLA STELLANTIS N.V SHS 0.0%
Value $2,440 (+72.1%) Shares 425 (+112.5%) Est. Cost $8.31 Unrealized
XRPZ FRANKLIN XRP ETF 0.0%
Value $128K (-0.8%) Shares 11,265 (+27.6%) Est. Cost $14.67 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value $2,506 (+62.5%) Shares 35 (+75.0%) Est. Cost $78.89 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value $9,120 (+11.3%) Shares 116 (+1.8%) Est. Cost $111.07 Unrealized
NTRS NORTHERN TR CORP COM 0.0%
Value $3,129 (+40.1%) Shares 18 (+12.5%) Est. Cost $119.27 Unrealized
COO COOPER COS INC COM 0.0%
Value $8,892 (+11.0%) Shares 124 (+10.7%) Est. Cost $89.80 Unrealized
ACI ALBERTSONS COMPANIES INC COMMON STOCK 0.0%
Value $893 (+5152.9%) Shares 66 (+6500.0%) Est. Cost $13.62 Unrealized
RJF RAYMOND JAMES FINL INC COM 0.0%
Value $3,193 (+37.8%) Shares 21 (+31.3%) Est. Cost $134.89 Unrealized
AR ANTERO RESOURCES CORP COM 0.0%
Value $6,571 (-11.5%) Shares 187 (+6.9%) Est. Cost $33.97 Unrealized
TKR TIMKEN CO COM 0.0%
Value $2,325 (+54.1%) Shares 16 (+6.7%) Est. Cost $78.55 Unrealized
AFRM AFFIRM HLDGS INC COM CL A 0.0%
Value $1,631 (+97.7%) Shares 20 (+11.1%) Est. Cost $37.48 Unrealized
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW 0.0%
Value $5,696 (+16.3%) Shares 24 (+14.3%) Est. Cost $198.08 Unrealized
PSEC PROSPECT CAPITAL CORPORATION 0.0%
Value $10,737 (-6.8%) Shares 4,648 (+5.3%) Est. Cost $3.53 Unrealized
ATR APTARGROUP INC 0.0%
Value $2,003 (+59.0%) Shares 16 (+60.0%) Est. Cost $124.23 Unrealized
WLK WESTLAKE CORPORATION COM 0.0%
Value $1,533 (-30.9%) Shares 21 (+10.5%) Est. Cost $71.00 Unrealized
ABRDN WORLD HEALTHCARE FUND BEN INT SHS 0.0%
Value $4,491 (+17.9%) Shares 335 (+2.8%) Est. Cost $11.84 Unrealized
OHI OMEGA HEALTHCARE INVESTORS INC 0.0%
Value $7,295 (+10.2%) Shares 153 (+1.3%) Est. Cost $33.44 Unrealized
TTAN SERVICETITAN INC SHS CL A 0.0%
Value $4,596 (+16.8%) Shares 65 (+4.8%) Est. Cost $95.48 Unrealized
SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF 0.0%
Value $44,738 (+1.5%) Shares 1,110 (+1.1%) Est. Cost $41.62 Unrealized
DX DYNEX CAP INC COM 0.0%
Value $10,137 (+6.8%) Shares 773 (+3.9%) Est. Cost $14.73 Unrealized
CHRD OASIS PETROLEUM INC 0.0%
Value $3,772 (-14.4%) Shares 33 (+6.5%) Est. Cost $106.40 Unrealized
BEN FRANKLIN RESOURCES INC COM 0.0%
Value $1,564 (+65.5%) Shares 47 (+17.5%) Est. Cost $22.81 Unrealized
PPL PPL CORP COM 0.0%
Value $43,656 (+1.4%) Shares 1,201 (+6.6%) Est. Cost $31.48 Unrealized
WDIV STATE STREET SPDR S&P GLOBAL DIVIDEND ETF 0.0%
Value $11,610 (+5.4%) Shares 145 (+1.4%) Est. Cost $65.46 Unrealized
DOL WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND 0.0%
Value $5,887 (+10.9%) Shares 79 (+1.3%) Est. Cost $49.98 Unrealized
CORNERSTONE TOTAL RETURN FD COM 0.0%
Value $7,194 (+8.4%) Shares 1,002 (+4.9%) Est. Cost $7.39 Unrealized
LSCC LATTICE SEMICONDUCTOR CORP COM 0.0%
Value $918 (+147.4%) Shares 6 (+50.0%) Est. Cost $92.68 Unrealized
VCRB VANGUARD CORE BOND ETF 0.0%
Value $56,824 (+0.9%) Shares 736 (+1.2%) Est. Cost $77.56 Unrealized
RPRX ROYALTY PHARMA PLC SHS CLASS A 0.0%
Value $2,299 (+29.5%) Shares 41 (+10.8%) Est. Cost $37.97 Unrealized
EQH EQUITABLE HLDGS INC COM 0.0%
Value $2,852 (+22.0%) Shares 65 (+3.2%) Est. Cost $33.10 Unrealized
SW SMURFIT WESTROCK PLC SHS 0.0%
Value $1,388 (+58.3%) Shares 30 (+36.4%) Est. Cost $44.60 Unrealized
VIK VIKING HOLDINGS LTD ORD SHS 0.0%
Value $1,151 (+74.1%) Shares 11 (+22.2%) Est. Cost $69.33 Unrealized
TXNM TXNM ENERGY INC COM 0.0%
Value $1,476 (+48.5%) Shares 26 (+52.9%) Est. Cost $53.84 Unrealized
EDIV STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF 0.0%
Value $9,586 (+5.1%) Shares 234 (+1.3%) Est. Cost $35.82 Unrealized
PINS PINTEREST INC CL A 0.0%
Value $3,133 (+17.0%) Shares 149 (+2.1%) Est. Cost $30.66 Unrealized
NJR NEW JERSEY RES CORP COM 0.0%
Value $8,574 (+5.5%) Shares 153 (+3.4%) Est. Cost $47.17 Unrealized
CGHY CAPITAL GROUP HIGH YIELD BOND ETF 0.0%
Value $18,990 (+2.4%) Shares 750 (+1.4%) Est. Cost $25.43 Unrealized
IFLN POWERSHARES FUNDAMENTAL HIGH YLD CORP BD 0.0%
Value $11,507 (+3.6%) Shares 629 (+1.6%) Est. Cost $18.08 Unrealized
TOL TOLL BROTHERS INC COM 0.0%
Value $1,483 (+35.8%) Shares 9 (+12.5%) Est. Cost $128.58 Unrealized
VTC VANGUARD TOTAL CORPORATE BOND ETF 0.0%
Value $31,855 (+1.2%) Shares 415 (+1.2%) Est. Cost $78.35 Unrealized
OVV ENCANA CORPORATION 0.0%
Value $3,422 (-9.9%) Shares 65 (+1.6%) Est. Cost $45.54 Unrealized
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value $1,047 (+54.0%) Shares 11 (+37.5%) Est. Cost $95.89 Unrealized
RBA RITCHIE BROS AUCTIONEERS 0.0%
Value $1,397 (+32.5%) Shares 12 (+9.1%) Est. Cost $100.47 Unrealized
ASM AVINO SILVER & GOLD MINES LTD COM 0.0%
Value $4,641 (+7.7%) Shares 732 (+7.3%) Est. Cost $7.89 Unrealized
SF STIFEL FINL CORP COM 0.0%
Value $1,047 (+41.7%) Shares 15 (+50.0%) Est. Cost $87.64 Unrealized
MTDR MATADOR RES CO COM 0.0%
Value $747 (+69.0%) Shares 15 (+114.3%) Est. Cost $47.17 Unrealized
COLB COLUMBIA BKG SYS INC COM 0.0%
Value $769 (+65.0%) Shares 24 (+41.2%) Est. Cost $28.01 Unrealized
NRG NRG ENERGY INC COM NEW 0.0%
Value $9,348 (+3.2%) Shares 64 (+3.2%) Est. Cost $104.09 Unrealized
NFG NATIONAL FUEL GAS CO COM 0.0%
Value $849 (+50.5%) Shares 11 (+83.3%) Est. Cost $69.64 Unrealized
JEF JEFFERIES FINANCIAL GROUP INC COM 0.0%
Value $400 (+222.6%) Shares 8 (+166.7%) Est. Cost $53.16 Unrealized
IT GARTNER INC COM 0.0%
Value $29,813 (-0.9%) Shares 230 (+21.1%) Est. Cost $384.96 Unrealized
NWS NEWS CORP NEW CL B 0.0%
Value $1,207 (+28.3%) Shares 43 (+30.3%) Est. Cost $28.60 Unrealized
OLED UNIVERSAL DISPLAY CORP COM 0.0%
Value $3,550 (+7.6%) Shares 41 (+13.9%) Est. Cost $158.74 Unrealized
GPK GRAPHIC PACKAGING CORP DEL 0.0%
Value $666 (+56.0%) Shares 63 (+46.5%) Est. Cost $22.17 Unrealized
BWA BORGWARNER INC COM 0.0%
Value $564 (+60.2%) Shares 8 (+33.3%) Est. Cost $43.07 Unrealized
DIV GLOBAL X SUPERDIVIDEND US ETF 0.0%
Value $8,416 (+2.5%) Shares 442 (+1.6%) Est. Cost $16.79 Unrealized
DT DYNATRACE INC COM NEW 0.0%
Value $351 (+137.2%) Shares 8 (+100.0%) Est. Cost $46.59 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.0%
Value $19,907 (+1.0%) Shares 822 (+1.1%) Est. Cost $23.95 Unrealized
POR PORTLAND GEN ELEC CO COM NEW 0.0%
Value $30,839 (-0.6%) Shares 595 (+1.2%) Est. Cost $46.49 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value $1,347 (+16.0%) Shares 17 (+6.3%) Est. Cost $67.92 Unrealized
ARMK ARAMARK COM 0.0%
Value $285 (+133.6%) Shares 5 (+66.7%) Est. Cost $46.24 Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.0%
Value $20,306 (+0.8%) Shares 804 (+1.1%) Est. Cost $25.10 Unrealized
OXM OXFORD INDS INC COM 0.0%
Value $1,839 (-8.0%) Shares 53 (+1.9%) Est. Cost $42.96 Unrealized
CSGP COSTAR GROUP INC COM 0.0%
Value $1,161 (+15.1%) Shares 41 (+64.0%) Est. Cost $50.95 Unrealized
FTV FORTIVE CORP COM 0.0%
Value $428 (+55.1%) Shares 7 (+40.0%) Est. Cost $55.59 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value $35,349 (+0.4%) Shares 1,849 (+1.4%) Est. Cost $17.08 Unrealized
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 0.0%
Value $20,710 (+0.7%) Shares 950 (+1.2%) Est. Cost $21.66 Unrealized
PFXF VANECK PREFERRED SECURITIES EX FINANCIALS ETF 0.0%
Value $5,049 (+3.0%) Shares 283 (+1.4%) Est. Cost $17.15 Unrealized
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.0%
Value $20,487 (+0.7%) Shares 885 (+1.1%) Est. Cost $23.08 Unrealized
PREF PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF 0.0%
Value $5,695 (+2.6%) Shares 299 (+1.4%) Est. Cost $18.97 Unrealized
FDHY FIDELITY ENHANCED HIGH YIELD ETF 0.0%
Value $5,567 (+2.7%) Shares 114 (+1.8%) Est. Cost $48.85 Unrealized
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.0%
Value $5,715 (+2.5%) Shares 235 (+1.3%) Est. Cost $24.45 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value $1,148 (+13.8%) Shares 15 (+15.4%) Est. Cost $62.96 Unrealized
RCAT RED CAT HLDGS INC COM 0.0%
Value $5,112 (+2.8%) Shares 480 (+26.3%) Est. Cost $12.51 Unrealized
SEIC SEI INVTS CO COM 0.0%
Value $526 (+34.2%) Shares 6 (+20.0%) Est. Cost $81.61 Unrealized
S SENTINELONE INC CL A 0.0%
Value $170 (+335.9%) Shares 10 (+233.3%) Est. Cost $16.09 Unrealized
HSIC SCHEIN HENRY INC COM 0.0%
Value $418 (+41.7%) Shares 5 (+25.0%) Est. Cost $71.79 Unrealized
ESTC ELASTIC N V ORD SHS 0.0%
Value $171 (+242.0%) Shares 3 (+200.0%) Est. Cost $60.32 Unrealized
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value $229 (+84.7%) Shares 5 (+66.7%) Est. Cost $43.73 Unrealized
BEP BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT 0.0%
Value $1,445 (+7.7%) Shares 42 (+2.4%) Est. Cost $26.03 Unrealized
FGD FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND 0.0%
Value $8,738 (+1.2%) Shares 273 (+1.1%) Est. Cost $24.73 Unrealized
ALLY ALLY FINL INC COM 0.0%
Value $414 (+31.8%) Shares 9 (+12.5%) Est. Cost $43.08 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value $145 (+222.2%) Shares 8 (+300.0%) Est. Cost $36.90 Unrealized
BYD BOYD GAMING CORP COM 0.0%
Value $177 (+115.9%) Shares 2 (+100.0%) Est. Cost $80.60 Unrealized
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.0%
Value $207 (+80.0%) Shares 7 (+40.0%) Est. Cost $26.92 Unrealized
J JACOBS SOLUTIONS INC COM 0.0%
Value $3,528 (+2.6%) Shares 28 (+3.7%) Est. Cost $111.63 Unrealized
AVTR AVANTOR INC COM 0.0%
Value $139 (+152.7%) Shares 14 (+100.0%) Est. Cost $10.46 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.0%
Value $3,698 (+2.2%) Shares 136 (+3.0%) Est. Cost $25.33 Unrealized
RKT ROCKET COS INC COM CL A 0.0%
Value $504 (+17.8%) Shares 32 (+6.7%) Est. Cost $17.53 Unrealized
RMR RMR GROUP INC CL A 0.0%
Value $280 (+35.9%) Shares 14 (+7.7%) Est. Cost $29.01 Unrealized
DRS LEONARDO DRS INC COM 0.0%
Value $1,579 (+4.3%) Shares 37 (+8.8%) Est. Cost $18.21 Unrealized
RYLD GLOBAL X RUSSELL 2000 COVERED CALL ETF 0.0%
Value $598 (+10.3%) Shares 37 (+2.8%) Est. Cost $35.19 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value $2,493 (+2.2%) Shares 61 (+22.0%) Est. Cost $41.20 Unrealized
HBR CANARY HBAR ETF 0.0%
Value $9,006 (-0.5%) Shares 950 (+25.0%) Est. Cost $13.24 Unrealized
EXK ENDEAVOUR SILVER CORP COM 0.0%
Value $6,707 (-0.6%) Shares 810 (+11.7%) Est. Cost $11.27 Unrealized
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.0%
Value $406 (+11.8%) Shares 8 (+14.3%) Est. Cost $46.03 Unrealized
VFC V F CORP COM 0.0%
Value $1,785 (+2.0%) Shares 107 (+3.9%) Est. Cost $37.81 Unrealized
FOX FOX CORP CL B COM 0.0%
Value $141 (+33.0%) Shares 3 (+50.0%) Est. Cost $49.81 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value $11,250 (-0.2%) Shares 64 (+12.3%) Est. Cost $137.14 Unrealized
HIGHLAND OPPS & INCOME FD HIGHLAND INCOME 0.0%
Value $11 (+37.5%) Shares 2 (+100.0%) Est. Cost $6.25 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value $37,990 (0.0%) Shares 234 (+6.4%) Est. Cost $202.72 Unrealized

Exited Positions (121)

XOM EXXON MOBIL CORP COM 0.4%
Value $8.764M Shares 51,654 Est. Cost $56.13 Unrealized
HON HONEYWELL INTL INC 0.1%
Value $1.661M Shares 7,347 Est. Cost $160.01 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $509K Shares 9,559 Est. Cost $50.96 Unrealized
GOCT FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER 0.0%
Value $241K Shares 6,236 Est. Cost $34.33 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value $132K Shares 2,881 Est. Cost $27.67 Unrealized
EPAC ENERPAC TOOL GROUP CORP CL A COM 0.0%
Value $115K Shares 3,150 Est. Cost $40.32 Unrealized
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value $88,846 Shares 3,433 Est. Cost $21.77 Unrealized
SA SEABRIDGE GOLD INC COM 0.0%
Value $66,911 Shares 2,361 Est. Cost $16.70 Unrealized
HDB HDFC BK LTD ADR REPSTG 3 SHS 0.0%
Value $52,770 Shares 2,121 Est. Cost $49.21 Unrealized
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value $44,173 Shares 986 Est. Cost $45.89 Unrealized
EKG FIRST TRUST NASDAQ LUX DIGITAL HEALTH SOLUTIONS ETF 0.0%
Value $43,055 Shares 2,654 Est. Cost $17.80 Unrealized
MAGS ROUNDHILL MAGNIFICENT SEVEN ETF 0.0%
Value $39,689 Shares 685 Est. Cost $55.47 Unrealized
SPSC SPS COMM INC COM 0.0%
Value $37,466 Shares 673 Est. Cost $191.13 Unrealized
SOURCE CAPITAL COM SHS OF BEN I 0.0%
Value $30,988 Shares 669 Est. Cost $45.76 Unrealized
VTEI VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF 0.0%
Value $29,482 Shares 295 Est. Cost $99.94 Unrealized
TRS TRIMAS CORP COM NEW 0.0%
Value $28,213 Shares 785 Est. Cost $35.52 Unrealized
CLS CELESTICA INC COM 0.0%
Value $28,168 Shares 100 Est. Cost $292.97 Unrealized
SNY SANOFI SA 0.0%
Value $27,511 Shares 571 Est. Cost $52.99 Unrealized
CTRA COTERRA ENERGY INC COM 0.0%
Value $25,758 Shares 733 Est. Cost $24.74 Unrealized
PLTM GRANITESHARES PLATINUM TRUST 0.0%
Value $25,699 Shares 1,359 Est. Cost $18.08 Unrealized
IYE ISHARES DJ US ENERGY 0.0%
Value $21,648 Shares 334 Est. Cost $33.06 Unrealized
VIOV VANGUARD S&P SMALL-CAP 600 VALUE ETF 0.0%
Value $21,258 Shares 209 Est. Cost $126.62 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value $20,343 Shares 100 Est. Cost $107.02 Unrealized
BSMR INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF 0.0%
Value $18,545 Shares 784 Est. Cost $24.07 Unrealized
FMC FMC CORP COM NEW 0.0%
Value $17,220 Shares 1,000 Est. Cost $15.20 Unrealized
AMLP ALPS TRUST ETF ALERIAN MLP 0.0%
Value $16,963 Shares 322 Est. Cost $47.12 Unrealized
UHAL/B U HAUL HOLDING COMPANY COM SER N 0.0%
Value $16,081 Shares 360 Est. Cost $56.61 Unrealized
FLCB FRANKLIN U.S CORE BOND ETF 0.0%
Value $14,850 Shares 691 Est. Cost $21.49 Unrealized
BSMQ INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF 0.0%
Value $14,270 Shares 604 Est. Cost $24.13 Unrealized
BTQ BTQ TECHNOLOGIES CORP COM 0.0%
Value $14,127 Shares 5,291 Est. Cost $6.15 Unrealized
TECK TECK RESOURCES LTD CL B 0.0%
Value $14,024 Shares 271 Est. Cost $34.31 Unrealized
IXG ISHARES GLOBAL FINANCIALS ETF 0.0%
Value $11,827 Shares 104 Est. Cost $78.04 Unrealized
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value $11,290 Shares 254 Est. Cost $45.98 Unrealized
CWEN/A CLEARWAY ENERGY INC CL A 0.0%
Value $9,832 Shares 251 Est. Cost $31.46 Unrealized
KB KB FINL GROUP INC SPONSORED ADR 0.0%
Value $9,574 Shares 96 Est. Cost $38.91 Unrealized
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 0.0%
Value $9,495 Shares 89 Est. Cost $105.60 Unrealized
SYSB ISHARES SYSTEMATIC BOND ETF 0.0%
Value $9,434 Shares 106 Est. Cost $89.76 Unrealized
IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF 0.0%
Value $9,418 Shares 209 Est. Cost $45.67 Unrealized
GSL GLOBAL SHIP LEASE INC COM CL A 0.0%
Value $9,121 Shares 245 Est. Cost $32.49 Unrealized
ISSC INNOVATIVE SOLUTIONS & SUPPORT COM 0.0%
Value $8,212 Shares 400 Est. Cost $11.39 Unrealized
MT ARCELOR MITTAL - NY 0.0%
Value $8,161 Shares 157 Est. Cost $33.21 Unrealized
EZET FRANKLIN ETHEREUM ETF 0.0%
Value $7,696 Shares 484 Est. Cost $18.65 Unrealized
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value $7,514 Shares 850 Est. Cost $13.06 Unrealized
ADUS ADDUS HOMECARE CORP COM 0.0%
Value $7,492 Shares 80 Est. Cost $108.05 Unrealized
CRAI CRA INTL INC COM 0.0%
Value $7,446 Shares 46 Est. Cost $186.76 Unrealized
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.0%
Value $7,401 Shares 277 Est. Cost $29.40 Unrealized
HCI HCI GROUP INC COM 0.0%
Value $6,666 Shares 43 Est. Cost $165.10 Unrealized
HAE HAEMONETICS CORP MASS COM 0.0%
Value $6,650 Shares 118 Est. Cost $89.06 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value $6,544 Shares 64 Est. Cost $102.25 Unrealized
PRAX PRAXIS PRECISION MEDICINES INC COM NEW 0.0%
Value $6,444 Shares 20 Est. Cost $311.81 Unrealized
CWI STATE STREET SPDR MSCI ACWI EX-US ETF 0.0%
Value $6,367 Shares 174 Est. Cost $27.18 Unrealized
E ENI SPA SPONSORED ADR 0.0%
Value $6,227 Shares 110 Est. Cost $37.94 Unrealized
PSIX POWER SOLUTIONS INTL INC COM NEW 0.0%
Value $6,088 Shares 100 Est. Cost $77.25 Unrealized
BITF KEEL INFRASTRUCTURE CORP COM SHS 0.0%
Value $6,045 Shares 3,100 Est. Cost $1.29 Unrealized
CIG CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFD 0.0%
Value $5,767 Shares 2,413 Est. Cost $1.96 Unrealized
FSV FIRSTSERVICE CORP NEW COM 0.0%
Value $5,419 Shares 39 Est. Cost $130.71 Unrealized
ACLX ARCELLX INC COMMON STOCK 0.0%
Value $4,822 Shares 42 Est. Cost $71.30 Unrealized
BAK BRASKEM S A SP ADR PFD A 0.0%
Value $4,806 Shares 1,313 Est. Cost $3.66 Unrealized
FSS FEDERAL SIGNAL CORP COM 0.0%
Value $4,758 Shares 44 Est. Cost $118.71 Unrealized
SVIIF EAGLE NUCLEAR ENERGY CORP COM 0.0%
Value $4,608 Shares 600 Est. Cost $7.68 Unrealized
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value $4,554 Shares 200 Est. Cost $34.74 Unrealized
TFLO ISHARES TREASURY FLOATING RATE BOND ETF 0.0%
Value $4,253 Shares 84 Est. Cost $50.69 Unrealized
PLMR PALOMAR HLDGS INC COM 0.0%
Value $4,183 Shares 35 Est. Cost $122.07 Unrealized
PIMCO INCOME STRATEGY FD COM 0.0%
Value $4,082 Shares 510 Est. Cost $8.42 Unrealized
MSDL MORGAN STANLEY DIRECT LENDING COM SHS 0.0%
Value $4,020 Shares 288 Est. Cost $18.34 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value $3,650 Shares 780 Est. Cost $4.84 Unrealized
DAR DARLING INGREDIENTS INC COM 0.0%
Value $3,093 Shares 50 Est. Cost $51.17 Unrealized
ATFV ALGER 35 ETF 0.0%
Value $3,074 Shares 98 Est. Cost $34.87 Unrealized
FLNG FLEX LNG LTD SHS 0.0%
Value $3,049 Shares 103 Est. Cost $20.63 Unrealized
TRI THOMSON REUTERS CORP COM 0.0%
Value $2,969 Shares 33 Est. Cost $122.52 Unrealized
ARKX ARK SPACE & DEFENSE INNOVATION ETF 0.0%
Value $2,935 Shares 100 Est. Cost $24.16 Unrealized
EWT ISHARES MSCI TAIWAN ETF 0.0%
Value $2,818 Shares 40 Est. Cost $48.26 Unrealized
OPXS OPTEX SYS HLDGS INC COM NEW 0.0%
Value $2,645 Shares 200 Est. Cost $12.08 Unrealized
WNC WABASH NATL CORP 0.0%
Value $2,586 Shares 300 Est. Cost $10.60 Unrealized
BYRN BYRNA TECHNOLOGIES INC COM NEW 0.0%
Value $2,295 Shares 250 Est. Cost $14.80 Unrealized
HOLX HOLOGIC INC 0.0%
Value $2,117 Shares 28 Est. Cost $66.76 Unrealized
SPFF GLOBAL X SUPERINCOME PREFERRED ETF 0.0%
Value $2,045 Shares 230 Est. Cost $13.04 Unrealized
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value $1,944 Shares 9 Est. Cost $212.78 Unrealized
ESPO VANECK VIDEO GAMING AND ESPORTS ETF 0.0%
Value $1,858 Shares 21 Est. Cost $59.39 Unrealized
BITW BITWISE 10 CRYPTO INDEX ETF 0.0%
Value $1,338 Shares 30 Est. Cost $58.77 Unrealized
GDEN GOLDEN ENTMT INC COM 0.0%
Value $1,335 Shares 50 Est. Cost $27.82 Unrealized
AREC AMERICAN RES CORP CL A 0.0%
Value $1,210 Shares 500 Est. Cost $3.33 Unrealized
IAC IAC INC COM NEW 0.0%
Value $1,201 Shares 30 Est. Cost $37.31 Unrealized
WAY WAYSTAR HLDG CORP COM 0.0%
Value $989 Shares 41 Est. Cost $27.49 Unrealized
INOD INNODATA ISOGEN INC FORMERLY INNODATA CORP TO 11/14/2003 0.0%
Value $966 Shares 25 Est. Cost $53.93 Unrealized
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value $956 Shares 19 Est. Cost $49.76 Unrealized
PCOR PROCORE TECHNOLOGIES INC COM 0.0%
Value $855 Shares 15 Est. Cost $61.29 Unrealized
LKQ LKQ CORP COM 0.0%
Value $852 Shares 29 Est. Cost $32.80 Unrealized
CHE CHEMED CORP NEW COM 0.0%
Value $755 Shares 2 Est. Cost $585.29 Unrealized
DPZ DOMINOS PIZZA INC COM 0.0%
Value $718 Shares 2 Est. Cost $400.81 Unrealized
FRMI FERMI INC COM 0.0%
Value $584 Shares 100 Est. Cost $19.51 Unrealized
CWAN CLEARWATER ANALYTICS HLDGS INC CL A 0.0%
Value $473 Shares 20 Est. Cost $20.03 Unrealized
UFPI UFP INDUSTRIES INC COM 0.0%
Value $461 Shares 5 Est. Cost $97.44 Unrealized
HNGE HINGE HEALTH INC CL A 0.0%
Value $424 Shares 11 Est. Cost $43.49 Unrealized
LEN/B LENNAR CORP CL B 0.0%
Value $421 Shares 5 Est. Cost $121.56 Unrealized
HAUZ DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF 0.0%
Value $384 Shares 17 Est. Cost $22.59 Unrealized
SMBS SCHWAB MORTGAGE-BACKED SECURITIES ETF 0.0%
Value $383 Shares 15 Est. Cost $25.53 Unrealized
LPX LOUISIANA PAC CORP COM 0.0%
Value $364 Shares 5 Est. Cost $87.24 Unrealized
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value $358 Shares 2 Est. Cost $181.19 Unrealized
FCN FTI CONSULTING INC COM 0.0%
Value $354 Shares 2 Est. Cost $164.86 Unrealized
PEGA PEGASYSTEMS INC COM 0.0%
Value $340 Shares 8 Est. Cost $45.30 Unrealized
GEO GEO GROUP INC COM 0.0%
Value $336 Shares 20 Est. Cost $22.84 Unrealized
ELF E L F BEAUTY INC COM 0.0%
Value $242 Shares 4 Est. Cost $85.34 Unrealized
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value $217 Shares 34 Est. Cost $9.76 Unrealized
CHDN CHURCHILL DOWNS INC COM 0.0%
Value $180 Shares 2 Est. Cost $107.47 Unrealized
TPG TPG INC COM CL A 0.0%
Value $162 Shares 4 Est. Cost $57.26 Unrealized
KRMN KARMAN HLDGS INC COMMON STOCK 0.0%
Value $160 Shares 2 Est. Cost $96.11 Unrealized
FND FLOOR & DECOR HLDGS INC CL A 0.0%
Value $152 Shares 3 Est. Cost $69.90 Unrealized
EPAM EPAM SYS INC COM 0.0%
Value $135 Shares 1 Est. Cost $172.71 Unrealized
PSQH PSQ HOLDINGS INC CL A 0.0%
Value $123 Shares 233 Est. Cost $11.87 Unrealized
NXT NEXTPOWER INC CLASS A COM 0.0%
Value $121 Shares 1 Est. Cost $108.82 Unrealized
ANGI ANGI INC CL A NEW 0.0%
Value $103 Shares 15 Est. Cost $17.14 Unrealized
ABTC AMERICAN BITCOIN CORP. COM CL A 0.0%
Value $68 Shares 74 Est. Cost $3.73 Unrealized
TTEK TETRA TECH INC NEW COM 0.0%
Value $60 Shares 2 Est. Cost $35.14 Unrealized
SGMO SANGAMO THERAPEUTICS INC COM 0.0%
Value $51 Shares 206 Est. Cost $8.42 Unrealized
GLIBK GCI LIBERTY INC COM SER C 0.0%
Value $37 Shares 1 Est. Cost $35.27 Unrealized
BFLY BUTTERFLY NETWORK INC COM CL A 0.0%
Value $24 Shares 6 Est. Cost $1.70 Unrealized
UNITI GROUP LLC COM SHS 0.0%
Value $19 Shares 2 Est. Cost $7.00 Unrealized
PAVM PAVMED INC COM 0.0%
Value $10 Shares 1 Est. Cost $11.41 Unrealized
BB BLACKBERRY LTD COM 0.0%
Value $3 Shares 1 Est. Cost $3.77 Unrealized
SOWG SOW GOOD INC COM 0.0%
Value $1 Shares 3 Est. Cost $17.30 Unrealized

Decreased Positions (501)

BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value $2.09M (-87.1%) Shares 28,475 (-87.1%) Est. Cost $74.16 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.7%
Value $14.47M (+76.8%) Shares 22,586 (-9.3%) Est. Cost $300.71 Unrealized
GLD SPDR GOLD ETF 1.0%
Value $21.67M (-16.6%) Shares 58,822 (-2.6%) Est. Cost $234.14 Unrealized
IHE ISHARES U.S. PHARMACEUTICALS ETF 0.0%
Value $48,816 (-98.6%) Shares 493 (-98.8%) Est. Cost $84.87 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.4%
Value $9.667M (+38.1%) Shares 20,242 (-2.3%) Est. Cost $84.42 Unrealized
DFAS DIMENSIONAL U.S. SMALL CAP ETF 1.0%
Value $21.01M (+14.4%) Shares 255,152 (-1.2%) Est. Cost $55.33 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.2%
Value $3.757M (+176.5%) Shares 6,468 (-3.2%) Est. Cost $107.02 Unrealized
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.2%
Value $4.203M (-35.0%) Shares 68,387 (-41.3%) Est. Cost $53.45 Unrealized
CAT CATERPILLAR INC COM 0.3%
Value $6.623M (+45.7%) Shares 6,219 (-3.1%) Est. Cost $283.50 Unrealized
GSST GOLDMAN SACHS ULTRA SHORT BOND ETF 0.0%
Value $693K (-73.8%) Shares 13,705 (-73.8%) Est. Cost $50.23 Unrealized
NJAN INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY 0.2%
Value $4.751M (-29.1%) Shares 80,505 (-35.9%) Est. Cost $44.23 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.8%
Value $16.51M (-9.5%) Shares 292,360 (-9.2%) Est. Cost $57.00 Unrealized
GOOGL ALPHABET INC CLASS A 0.4%
Value $8.544M (+21.1%) Shares 23,908 (-2.5%) Est. Cost $122.26 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.3%
Value $5.911M (+28.7%) Shares 80,587 (-1.2%) Est. Cost $42.43 Unrealized
AMGN AMGEN INC 0.0%
Value $931K (-57.7%) Shares 2,571 (-58.9%) Est. Cost $257.63 Unrealized
MU MICRON TECHNOLOGY 0.1%
Value $1.926M (+180.5%) Shares 1,669 (-17.9%) Est. Cost $92.96 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value $3.137M (-27.8%) Shares 6,159 (-3.3%) Est. Cost $323.67 Unrealized
XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 0.0%
Value $388K (-74.7%) Shares 3,309 (-76.5%) Est. Cost $168.76 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.3%
Value $6.537M (+20.0%) Shares 18,500 (-2.6%) Est. Cost $128.40 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.1%
Value $2.078M (+110.0%) Shares 2,153 (-14.7%) Est. Cost $91.66 Unrealized
DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 0.5%
Value $10.24M (+10.6%) Shares 245,359 (-2.6%) Est. Cost $34.15 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value $144K (-87.1%) Shares 2,907 (-86.1%) Est. Cost $64.38 Unrealized
CME CME GROUP INC COM 0.1%
Value $2.251M (-29.3%) Shares 10,194 (-5.4%) Est. Cost $171.65 Unrealized
INTC INTEL CORP COM 0.1%
Value $1.323M (+200.7%) Shares 9,474 (-5.0%) Est. Cost $40.02 Unrealized
TEL TE CONNECTIVITY LTD 0.1%
Value $1.696M (-34.1%) Shares 8,411 (-31.7%) Est. Cost $146.90 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.1%
Value $2.256M (+60.6%) Shares 5,206 (-20.8%) Est. Cost $75.98 Unrealized
MLPA GLOBAL X MLP ETF 0.0%
Value $96,041 (-89.8%) Shares 1,809 (-89.7%) Est. Cost $48.98 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value $1.075M (-43.1%) Shares 47,200 (-42.8%) Est. Cost $23.59 Unrealized
BK BANK OF NY MELLON CORP COM 0.2%
Value $5.413M (+17.0%) Shares 37,431 (-4.0%) Est. Cost $40.04 Unrealized
PEY POWERSHARES HY DIVIDEND ACHIEVERS 0.0%
Value $967K (-44.8%) Shares 41,738 (-49.0%) Est. Cost $20.67 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value $828K (-45.6%) Shares 18,258 (-44.9%) Est. Cost $48.00 Unrealized
CSCO CISCO SYS INC 0.1%
Value $2.055M (+49.7%) Shares 17,500 (-1.1%) Est. Cost $41.22 Unrealized
AES AES CORP COM 0.0%
Value $1.014M (-39.0%) Shares 69,135 (-41.4%) Est. Cost $14.30 Unrealized
JPM JPMORGAN CHASE & CO COM 0.4%
Value $9.578M (-6.2%) Shares 29,260 (-15.7%) Est. Cost $147.21 Unrealized
LLY ELI LILLY & CO COM 0.1%
Value $3.065M (+22.4%) Shares 2,556 (-6.1%) Est. Cost $357.24 Unrealized
ABT ABBOTT LABORATORIES COM 0.2%
Value $3.894M (-12.6%) Shares 42,918 (-1.1%) Est. Cost $88.44 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value $1.28M (+68.6%) Shares 1,771 (-20.3%) Est. Cost $121.13 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value $2.407M (-17.1%) Shares 4,725 (-1.7%) Est. Cost $293.06 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value $848K (+136.5%) Shares 2,848 (-21.4%) Est. Cost $64.61 Unrealized
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 2.2%
Value $48.27M (+1.0%) Shares 933,907 (-11.9%) Est. Cost $37.04 Unrealized
SNPS SYNOPSYS INC COM 0.0%
Value $105K (-81.2%) Shares 236 (-83.3%) Est. Cost $512.05 Unrealized
GEV GE VERNOVA INC COM 0.1%
Value $2.925M (+16.8%) Shares 2,489 (-13.2%) Est. Cost $317.18 Unrealized
PWR QUANTA SERVICES INC 0.1%
Value $1.838M (+29.6%) Shares 2,552 (-1.2%) Est. Cost $200.76 Unrealized
META META PLATFORMS INC CL A 0.4%
Value $8.285M (-4.7%) Shares 14,709 (-3.2%) Est. Cost $265.37 Unrealized
SLV ISHARES SILVER TRUST ETF 0.0%
Value $252K (-61.7%) Shares 4,710 (-51.1%) Est. Cost $50.88 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value $3.425M (-10.4%) Shares 27,109 (-1.2%) Est. Cost $57.19 Unrealized
MSFT MICROSOFT 1.0%
Value $22.66M (-1.6%) Shares 60,753 (-2.3%) Est. Cost $142.06 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.2%
Value $4.954M (+7.8%) Shares 178,841 (-3.7%) Est. Cost $25.56 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value $311K (-53.2%) Shares 6,730 (-53.2%) Est. Cost $48.16 Unrealized
MBB ISHARES MBS BOND ETF 0.0%
Value $103K (-77.4%) Shares 1,088 (-77.3%) Est. Cost $95.74 Unrealized
NFLX NETFLIX COM INC 0.0%
Value $663K (-34.2%) Shares 9,288 (-11.4%) Est. Cost $103.26 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.1%
Value $2.556M (-11.9%) Shares 56,184 (-11.6%) Est. Cost $45.89 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.1%
Value $3.136M (-9.6%) Shares 61,439 (-9.8%) Est. Cost $50.65 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value $4.896M (-6.3%) Shares 9,785 (-10.2%) Est. Cost $278.38 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value $4.749M (+7.4%) Shares 26,252 (-1.8%) Est. Cost $70.69 Unrealized
KJAN INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY 0.2%
Value $4.032M (+7.8%) Shares 88,373 (-1.5%) Est. Cost $32.40 Unrealized
ASML ASML HLDG NV N Y REGISTRY SHS 0.0%
Value $881K (+44.4%) Shares 443 (-4.1%) Est. Cost $684.75 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.1%
Value $1.282M (-17.1%) Shares 27,392 (-16.9%) Est. Cost $46.03 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value $646K (-27.8%) Shares 1,587 (-24.6%) Est. Cost $273.35 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.1%
Value $1.392M (-15.1%) Shares 21,751 (-5.6%) Est. Cost $74.80 Unrealized
TBIL F/M US TREASURY 3 MONTH BILL FUND 0.1%
Value $1.673M (-12.8%) Shares 33,560 (-12.8%) Est. Cost $50.01 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $307K (-44.0%) Shares 7,186 (-17.7%) Est. Cost $69.62 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.1%
Value $2.551M (-8.6%) Shares 50,024 (-8.6%) Est. Cost $50.92 Unrealized
PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY 0.1%
Value $1.614M (-12.7%) Shares 32,618 (-18.6%) Est. Cost $35.31 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value $474K (-31.7%) Shares 3,847 (-12.8%) Est. Cost $110.26 Unrealized
SYK STRYKER CORP 0.1%
Value $1.458M (-12.9%) Shares 4,630 (-9.1%) Est. Cost $173.03 Unrealized
EFV ISHARES MSCI EAFE VALUE INDEX ETF 0.0%
Value $221K (-49.2%) Shares 2,890 (-50.7%) Est. Cost $55.14 Unrealized
SCHA SCHWAB ETFS- US SMALL-CAP ETF 0.1%
Value $1.289M (+19.9%) Shares 35,666 (-3.5%) Est. Cost $40.14 Unrealized
BJUN INNOVATOR U.S. EQUITY BUFFER ETF - JUNE 0.0%
Value $322K (-39.4%) Shares 6,611 (-42.4%) Est. Cost $37.46 Unrealized
PEP PEPSICO INC COM 0.0%
Value $954K (-17.9%) Shares 7,045 (-5.8%) Est. Cost $110.82 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value $169K (-55.0%) Shares 408 (-53.0%) Est. Cost $278.86 Unrealized
VV VANGUARD LARGE CAP 0.1%
Value $2.156M (+10.4%) Shares 6,269 (-4.1%) Est. Cost $216.91 Unrealized
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 0.1%
Value $1.339M (+17.7%) Shares 11,253 (-3.1%) Est. Cost $64.76 Unrealized
ETH GRAYSCALE ETHEREUM STAKING MINI ETF 0.0%
Value $491K (-28.4%) Shares 32,698 (-5.4%) Est. Cost $22.79 Unrealized
ACA ARCOSA INC COM 0.0%
Value $907K (+26.2%) Shares 6,244 (-7.8%) Est. Cost $58.20 Unrealized
CNC CENTENE CORP DEL 0.0%
Value $392K (+89.9%) Shares 6,109 (-3.2%) Est. Cost $66.58 Unrealized
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.1%
Value $3.098M (+6.3%) Shares 66,013 (-3.7%) Est. Cost $32.80 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.2%
Value $3.361M (+5.8%) Shares 114,214 (-7.8%) Est. Cost $33.15 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value $1.427M (+14.7%) Shares 5,796 (-3.0%) Est. Cost $129.32 Unrealized
MOH MOLINA HEALTHCARE INC 0.0%
Value $456K (+61.5%) Shares 1,992 (-5.9%) Est. Cost $228.26 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value $791K (-17.8%) Shares 15,751 (-18.3%) Est. Cost $49.46 Unrealized
BTI BRITISH AMERICAN TOBACCO 0.1%
Value $2.527M (-6.4%) Shares 40,910 (-11.3%) Est. Cost $38.24 Unrealized
JCI JOHNSON CTLS INC 0.2%
Value $4.532M (+3.9%) Shares 31,016 (-6.9%) Est. Cost $35.36 Unrealized
AZN ASTRAZENECA PLC ORD 0.1%
Value $2.195M (-7.1%) Shares 11,574 (-3.3%) Est. Cost $190.39 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.2%
Value $4.382M (-3.5%) Shares 90,478 (-4.3%) Est. Cost $50.08 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.0%
Value $532K (-22.7%) Shares 5,284 (-22.7%) Est. Cost $100.70 Unrealized
LOW LOWES COS INC COM 0.1%
Value $1.312M (-10.6%) Shares 5,951 (-4.2%) Est. Cost $155.78 Unrealized
IBM INTL BUSINESS MACHINES 0.1%
Value $1.726M (+9.3%) Shares 6,139 (-5.8%) Est. Cost $127.28 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value $562K (-20.5%) Shares 3,844 (-5.0%) Est. Cost $197.56 Unrealized
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.1%
Value $1.658M (+9.5%) Shares 4,049 (-4.6%) Est. Cost $300.65 Unrealized
RPHS REGENTS PARK HEDGED MARKET STRATEGY ETF 0.0%
Value $19,861 (-87.7%) Shares 1,847 (-88.9%) Est. Cost $9.77 Unrealized
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 0.0%
Value $245K (-36.6%) Shares 3,603 (-45.7%) Est. Cost $47.58 Unrealized
RTX RTX CORPORATION COM 0.1%
Value $3.218M (-4.1%) Shares 16,959 (-2.5%) Est. Cost $78.45 Unrealized
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value $676K (-16.6%) Shares 2,784 (-3.4%) Est. Cost $100.07 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 0.0%
Value $1.013M (+15.2%) Shares 8,622 (-1.4%) Est. Cost $103.22 Unrealized
ADFI ANFIELD DYNAMIC FIXED INCOME ETF 0.0%
Value $225K (-37.2%) Shares 26,488 (-37.2%) Est. Cost $8.51 Unrealized
WWD WOODWARD INC COM 0.0%
Value $391K (-25.3%) Shares 918 (-37.2%) Est. Cost $125.92 Unrealized
STLD STEEL DYNAMICS INC COM 0.0%
Value $673K (+23.1%) Shares 2,935 (-3.5%) Est. Cost $90.18 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value $759K (+19.6%) Shares 6,248 (-1.3%) Est. Cost $83.95 Unrealized
QCOM QUALCOMM INC 0.0%
Value $523K (+30.8%) Shares 2,832 (-8.9%) Est. Cost $125.58 Unrealized
EFG ISHARES MSCI EAFE GROWTH INDEX ETF 0.0%
Value $184K (-38.6%) Shares 1,480 (-45.1%) Est. Cost $102.61 Unrealized
TW TRADEWEB MKTS INC CL A 0.0%
Value $519K (-17.7%) Shares 5,203 (-2.8%) Est. Cost $77.67 Unrealized
STE STERIS PLC SHS USD 0.0%
Value $117K (-48.4%) Shares 556 (-45.8%) Est. Cost $232.91 Unrealized
SCHB SCHWAB ETFS- US BROAD MARKET ETF 0.0%
Value $908K (+13.7%) Shares 31,351 (-1.5%) Est. Cost $36.71 Unrealized
BSV VANGUARD SHORT TERM BOND 0.0%
Value $359K (-22.9%) Shares 4,609 (-22.4%) Est. Cost $77.61 Unrealized
SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 0.1%
Value $1.984M (-5.0%) Shares 38,325 (-13.9%) Est. Cost $41.06 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value $1.563M (+7.1%) Shares 11,366 (-11.9%) Est. Cost $93.93 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND FUND 0.1%
Value $1.116M (-8.2%) Shares 23,161 (-10.4%) Est. Cost $38.74 Unrealized
HD HOME DEPOT 0.1%
Value $1.991M (+5.2%) Shares 5,644 (-1.9%) Est. Cost $266.02 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value $94,765 (-50.9%) Shares 944 (-50.7%) Est. Cost $103.90 Unrealized
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER 0.0%
Value $808K (-10.6%) Shares 17,601 (-17.2%) Est. Cost $35.93 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value $300K (-23.6%) Shares 8,115 (-2.9%) Est. Cost $36.45 Unrealized
EXC EXELON CORP COM 0.1%
Value $1.28M (-6.6%) Shares 27,450 (-1.8%) Est. Cost $28.90 Unrealized
CGCP CAPITAL GROUP CORE PLUS INCOME ETF 0.0%
Value $923K (-8.4%) Shares 41,419 (-8.2%) Est. Cost $22.47 Unrealized
INGR INGREDION INC COM 0.0%
Value $2,462 (-97.1%) Shares 26 (-96.6%) Est. Cost $124.91 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.1%
Value $1.11M (+8.0%) Shares 10,445 (-4.7%) Est. Cost $84.39 Unrealized
VTWV VANGUARD RUSSELL 2000 VALUE ETF 0.0%
Value $620K (+15.2%) Shares 3,173 (-1.4%) Est. Cost $139.04 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value $1.551M (+5.4%) Shares 21,557 (-3.3%) Est. Cost $38.78 Unrealized
NDEC INNOVATOR GROWTH-100 POWER BUFFER ETF - DECEMBER 0.0%
Value $30,731 (-72.1%) Shares 1,023 (-75.0%) Est. Cost $26.69 Unrealized
ALSN ALLISON TRANSMISSION HLDGS INC COM 0.0%
Value $40,023 (-66.3%) Shares 355 (-65.0%) Est. Cost $80.03 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value $1.67M (-4.5%) Shares 7,356 (-11.1%) Est. Cost $146.26 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.1%
Value $1.303M (+6.3%) Shares 38,490 (-8.5%) Est. Cost $41.19 Unrealized
NOCT INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER 0.0%
Value $490K (-13.4%) Shares 7,843 (-21.9%) Est. Cost $55.29 Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value $289K (+34.5%) Shares 3,222 (-6.2%) Est. Cost $74.38 Unrealized
COWZ PACER US CASH COWS 100 ETF 0.1%
Value $1.234M (-5.6%) Shares 19,842 (-5.0%) Est. Cost $53.48 Unrealized
HSY HERSHEY CO COM 0.0%
Value $149K (-32.7%) Shares 849 (-20.2%) Est. Cost $180.56 Unrealized
FLRT PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF 0.0%
Value $115K (-38.2%) Shares 2,463 (-38.6%) Est. Cost $47.27 Unrealized
BX BLACKSTONE INC COM 0.0%
Value $868K (-7.5%) Shares 7,373 (-9.6%) Est. Cost $108.68 Unrealized
BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 0.0%
Value $9,015 (-88.3%) Shares 171 (-92.7%) Est. Cost $32.15 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value $267K (-20.3%) Shares 1,215 (-30.4%) Est. Cost $145.41 Unrealized
GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.0%
Value $257K (-20.3%) Shares 1,419 (-3.8%) Est. Cost $73.41 Unrealized
LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 0.0%
Value $120K (-35.3%) Shares 1,288 (-35.9%) Est. Cost $92.64 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value $247K (+35.0%) Shares 498 (-2.2%) Est. Cost $223.02 Unrealized
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 0.0%
Value $14,097 (-81.9%) Shares 327 (-84.8%) Est. Cost $34.92 Unrealized
FLBL FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND 0.0%
Value $109K (-36.8%) Shares 4,761 (-36.6%) Est. Cost $24.09 Unrealized
PFF ISHARES S&P U.S. PREFERRED STOCK ETF 0.0%
Value $190K (-24.9%) Shares 6,238 (-25.4%) Est. Cost $33.23 Unrealized
THYF T. ROWE PRICE U.S. HIGH YIELD ETF 0.0%
Value $683K (-8.4%) Shares 13,243 (-9.4%) Est. Cost $51.89 Unrealized
SO SOUTHERN CO COM 0.1%
Value $1.153M (-5.0%) Shares 12,048 (-4.2%) Est. Cost $66.04 Unrealized
NKE NIKE INC CLASS B 0.0%
Value $196K (-23.4%) Shares 4,785 (-1.5%) Est. Cost $74.81 Unrealized
ORCL ORACLE CORPORATION 0.1%
Value $1.186M (-4.8%) Shares 8,090 (-4.4%) Est. Cost $125.14 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND 0.0%
Value $45,890 (-56.3%) Shares 598 (-56.0%) Est. Cost $77.11 Unrealized
DOW DOW HLDGS INC COM 0.0%
Value $83,579 (-41.3%) Shares 3,055 (-10.6%) Est. Cost $41.57 Unrealized
CALM CAL MAINE FOODS INC COM NEW 0.0%
Value $114K (-33.5%) Shares 1,411 (-34.7%) Est. Cost $83.87 Unrealized
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.0%
Value $152K (-27.4%) Shares 3,056 (-27.3%) Est. Cost $49.30 Unrealized
GEN GEN DIGITAL INC COM 0.0%
Value $2,736 (-95.4%) Shares 110 (-96.5%) Est. Cost $21.41 Unrealized
PIMCO DYNAMIC INCOMEFD SHS 0.0%
Value $286K (-16.4%) Shares 17,128 (-14.4%) Est. Cost $17.11 Unrealized
Q QNITY ELECTRONICS INC COMMON STOCK 0.0%
Value $218K (+32.4%) Shares 1,337 (-6.5%) Est. Cost $84.91 Unrealized
AESR ANFIELD U.S. EQUITY SECTOR ROTATION ETF 0.0%
Value $1.076M (+5.2%) Shares 51,852 (-15.2%) Est. Cost $16.56 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value $498K (-9.6%) Shares 3,174 (-20.3%) Est. Cost $105.93 Unrealized
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 0.0%
Value $554K (-8.7%) Shares 10,581 (-9.4%) Est. Cost $52.98 Unrealized
RDDT REDDIT INC CL A 0.0%
Value $291K (-15.0%) Shares 1,674 (-34.0%) Est. Cost $120.44 Unrealized
BLCR ISHARES LARGE CAP CORE ACTIVE ETF 0.0%
Value $4,785 (-91.4%) Shares 95 (-93.0%) Est. Cost $41.06 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value $152K (-24.9%) Shares 1,594 (-18.5%) Est. Cost $113.40 Unrealized
FDX FEDEX CORP 0.0%
Value $312K (-13.8%) Shares 996 (-2.1%) Est. Cost $234.64 Unrealized
MRK MERCK & CO INC 0.1%
Value $1.337M (+3.9%) Shares 10,405 (-2.8%) Est. Cost $57.21 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value $414K (+13.6%) Shares 6,051 (-5.7%) Est. Cost $50.31 Unrealized
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 0.1%
Value $1.446M (+3.5%) Shares 46,500 (-7.3%) Est. Cost $32.68 Unrealized
INCY INCYTE CORP 0.0%
Value $343K (+16.2%) Shares 3,022 (-3.5%) Est. Cost $102.65 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value $45,850 (-50.7%) Shares 944 (-34.1%) Est. Cost $42.30 Unrealized
CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF 0.0%
Value $799K (+6.2%) Shares 21,718 (-2.3%) Est. Cost $30.94 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value $242K (-16.2%) Shares 9,847 (-2.0%) Est. Cost $38.41 Unrealized
IDEF ISHARES DEFENSE INDUSTRIALS ACTIVE ETF 0.0%
Value $4,481 (-91.2%) Shares 141 (-90.9%) Est. Cost $32.72 Unrealized
DWLD DAVIS SELECT WORLDWIDE ETF 0.0%
Value $32,044 (-58.8%) Shares 693 (-61.0%) Est. Cost $31.58 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value $62,355 (-42.1%) Shares 448 (-37.6%) Est. Cost $198.89 Unrealized
FLDR FIDELITY LOW DURATION BOND FACTOR ETF 0.0%
Value $496K (-8.2%) Shares 9,905 (-8.3%) Est. Cost $50.05 Unrealized
NTES NETEASE COM INC SPONSORED ADS 0.0%
Value $174K (-20.1%) Shares 1,355 (-30.2%) Est. Cost $120.29 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value $898K (+5.1%) Shares 2,608 (-2.2%) Est. Cost $269.79 Unrealized
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value $101K (-29.8%) Shares 517 (-26.2%) Est. Cost $102.52 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.0%
Value $995K (+4.5%) Shares 9,566 (-2.8%) Est. Cost $85.75 Unrealized
GXDW GLOBAL X DORSEY WRIGHT THEMATIC ETF 0.0%
Value $20,897 (-66.3%) Shares 783 (-71.8%) Est. Cost $23.16 Unrealized
INTU INTUIT INC 0.0%
Value $38,977 (-51.1%) Shares 149 (-19.0%) Est. Cost $384.08 Unrealized
NUVEEN SELECT TAX-FREE INCOME SH BEN INT 0.0%
Value $792K (-4.9%) Shares 55,365 (-4.6%) Est. Cost $13.92 Unrealized
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.0%
Value $512K (+8.4%) Shares 4,640 (-4.4%) Est. Cost $80.45 Unrealized
PCTY PAYLOCITY HLDG CORP COM 0.0%
Value $209 (-99.5%) Shares 2 (-99.5%) Est. Cost $195.91 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY A COM 0.0%
Value $142K (-21.7%) Shares 368 (-40.7%) Est. Cost $331.86 Unrealized
DOX AMDOCS LTD SHS 0.0%
Value $35,277 (-52.2%) Shares 698 (-38.3%) Est. Cost $83.79 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE INDEX 0.0%
Value $738K (+5.5%) Shares 4,482 (-6.6%) Est. Cost $109.22 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value $160K (-19.3%) Shares 3,705 (-15.4%) Est. Cost $94.95 Unrealized
MOS MOSAIC CO 0.0%
Value $8,540 (-81.5%) Shares 403 (-77.8%) Est. Cost $35.18 Unrealized
ROP ROPER INDUSTRIES INC 0.0%
Value $13,536 (-73.4%) Shares 40 (-72.2%) Est. Cost $438.78 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value $112K (-24.9%) Shares 1,234 (-33.7%) Est. Cost $91.71 Unrealized
FN FABRINET SHS 0.0%
Value $793K (+4.9%) Shares 1,411 (-2.7%) Est. Cost $168.65 Unrealized
TBBB BBB FOODS INC CL A COM 0.0%
Value $259K (+16.5%) Shares 6,219 (-1.1%) Est. Cost $26.85 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value $34,801 (-51.1%) Shares 262 (-58.0%) Est. Cost $135.82 Unrealized
AWI ARMSTRONG WORLD INDS INC NEW COM 0.0%
Value $312K (-10.4%) Shares 1,943 (-8.0%) Est. Cost $78.33 Unrealized
HUBB HUBBELL INC COM 0.0%
Value $145K (-19.9%) Shares 278 (-24.9%) Est. Cost $107.45 Unrealized
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value $69,195 (-33.7%) Shares 2,060 (-10.4%) Est. Cost $9.11 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value $303K (-10.1%) Shares 1,645 (-12.1%) Est. Cost $147.41 Unrealized
IGSB ISHARES 1-3 YR CREDIT BOND ETF 0.0%
Value $76,781 (-30.2%) Shares 1,465 (-30.0%) Est. Cost $52.78 Unrealized
KKR KKR & CO LP 0.0%
Value $37,370 (-46.8%) Shares 407 (-46.4%) Est. Cost $133.24 Unrealized
IYG ISHARES US FINANCIAL SERVICES ETF 0.0%
Value $336K (-8.7%) Shares 3,715 (-16.4%) Est. Cost $81.61 Unrealized
LQD ISHARES IBOXX CORPORATE BOND ETF 0.0%
Value $70,786 (-31.1%) Shares 649 (-31.2%) Est. Cost $111.04 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value $206K (-13.3%) Shares 8,902 (-13.0%) Est. Cost $36.22 Unrealized
MDU MDU RES GROUP INC COM 0.0%
Value $157K (-16.8%) Shares 7,383 (-18.7%) Est. Cost $10.47 Unrealized
JNK SPDR HIGH YIELD BOND ETF 0.0%
Value $9,719 (-76.2%) Shares 101 (-76.3%) Est. Cost $98.10 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value $36,397 (-45.8%) Shares 217 (-32.2%) Est. Cost $235.20 Unrealized
DHR DANAHER CORP 0.0%
Value $128K (-19.3%) Shares 671 (-19.6%) Est. Cost $212.63 Unrealized
UL UNILEVER PLC SPON ADR NEW 0.0%
Value $186K (-13.9%) Shares 3,098 (-18.4%) Est. Cost $65.40 Unrealized
ISCG ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF 0.0%
Value $324K (+10.2%) Shares 4,938 (-7.8%) Est. Cost $48.25 Unrealized
CDW CDW CORP COM 0.0%
Value $75,664 (-28.2%) Shares 538 (-38.2%) Est. Cost $214.88 Unrealized
XMVM INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF 0.0%
Value $79,575 (-26.8%) Shares 1,122 (-32.8%) Est. Cost $65.12 Unrealized
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.0%
Value $67,225 (-29.8%) Shares 893 (-39.6%) Est. Cost $62.04 Unrealized
EOG EOG RESOURCES INC 0.0%
Value $118K (-19.5%) Shares 907 (-10.3%) Est. Cost $117.31 Unrealized
EAOR ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF 0.0%
Value $400K (+7.6%) Shares 10,553 (-1.2%) Est. Cost $33.48 Unrealized
UNP UNION PAC CORP COM 0.0%
Value $424K (-6.2%) Shares 1,558 (-16.3%) Est. Cost $164.42 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value $539K (-4.9%) Shares 2,417 (-2.0%) Est. Cost $144.57 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value $39,870 (-40.9%) Shares 2,298 (-48.8%) Est. Cost $16.69 Unrealized
SELV SEI QIM US LARGE CAP LOW VOLATILITY ACTIVE ETF 0.0%
Value $4,118 (-87.0%) Shares 126 (-87.1%) Est. Cost $28.96 Unrealized
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value $925K (+3.0%) Shares 26,586 (-9.7%) Est. Cost $38.59 Unrealized
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.0%
Value $896K (-3.0%) Shares 16,992 (-10.0%) Est. Cost $35.75 Unrealized
ELLSWORTH GROWTH & INCOME FD COM 0.0%
Value $7,333 (-78.4%) Shares 555 (-81.7%) Est. Cost $10.25 Unrealized
F FORD MOTOR COMPANY 0.0%
Value $205K (+13.8%) Shares 14,783 (-5.5%) Est. Cost $10.30 Unrealized
BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF 0.0%
Value $156K (+18.7%) Shares 2,497 (-5.6%) Est. Cost $29.18 Unrealized
APA APA CORPORATION COM 0.0%
Value $9,348 (-72.5%) Shares 287 (-64.1%) Est. Cost $23.63 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value $114K (+27.1%) Shares 2,374 (-2.5%) Est. Cost $76.67 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value $221K (-9.8%) Shares 818 (-13.3%) Est. Cost $155.24 Unrealized
SLB SLB LIMITED COM STK 0.0%
Value $99,980 (-19.4%) Shares 2,151 (-10.9%) Est. Cost $43.35 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value $678K (-3.4%) Shares 4,143 (-16.5%) Est. Cost $97.31 Unrealized
CRWV COREWEAVE INC COM CL A 0.0%
Value $235K (+11.1%) Shares 2,363 (-13.6%) Est. Cost $98.21 Unrealized
BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT 0.0%
Value $92,763 (+33.6%) Shares 3,089 (-1.4%) Est. Cost $20.29 Unrealized
VALE VALE S A SPONSORED ADS 0.0%
Value $305K (-6.7%) Shares 20,293 (-1.3%) Est. Cost $11.92 Unrealized
FSLY FASTLY INC CL A 0.0%
Value $679 (-96.9%) Shares 37 (-95.1%) Est. Cost $11.57 Unrealized
NDAQ NASDAQ INC COM 0.0%
Value $7,488 (-74.0%) Shares 95 (-72.0%) Est. Cost $60.35 Unrealized
GBDC GOLUB CAP BDC INC COM 0.0%
Value $53,632 (-28.0%) Shares 4,164 (-29.2%) Est. Cost $13.67 Unrealized
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.0%
Value $247K (-7.7%) Shares 4,887 (-8.8%) Est. Cost $50.41 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value $16,881 (-54.0%) Shares 497 (-47.2%) Est. Cost $23.50 Unrealized
BKR BAKER HUGHES INC 0.0%
Value $6,105 (-76.4%) Shares 110 (-74.1%) Est. Cost $30.26 Unrealized
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.0%
Value $181K (-9.6%) Shares 1,937 (-9.8%) Est. Cost $93.88 Unrealized
PNR PENTAIR PLC SHS 0.0%
Value $15,715 (-54.9%) Shares 205 (-48.8%) Est. Cost $53.19 Unrealized
IEF ISHARES 7-10 YR TREASURY BOND ETF 0.0%
Value $25,023 (-43.0%) Shares 265 (-42.4%) Est. Cost $95.22 Unrealized
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value $2,944 (-86.5%) Shares 70 (-91.5%) Est. Cost $36.14 Unrealized
VOOV VANGUARD S&P 500 VALUE ETF 0.0%
Value $338K (+5.9%) Shares 1,540 (-1.5%) Est. Cost $200.56 Unrealized
B BARRICK GOLD CORP F 0.0%
Value $129K (-12.4%) Shares 3,520 (-2.7%) Est. Cost $22.35 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value $109K (-14.4%) Shares 788 (-1.7%) Est. Cost $141.18 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value $22,317 (-44.6%) Shares 1,259 (-51.1%) Est. Cost $12.52 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value $173K (-9.4%) Shares 504 (-36.5%) Est. Cost $205.87 Unrealized
TRMB TRIMBLE INC COM 0.0%
Value $2,354 (-88.2%) Shares 46 (-85.0%) Est. Cost $53.12 Unrealized
PSA PUBLIC STORAGE INC 0.0%
Value $182K (+10.6%) Shares 572 (-5.9%) Est. Cost $181.01 Unrealized
LAR LITHIUM ARGENTINA AG COM SHS 0.0%
Value $13,712 (-55.9%) Shares 1,658 (-64.4%) Est. Cost $3.02 Unrealized
CTAS CINTAS CORP COM 0.0%
Value $447K (-3.7%) Shares 2,629 (-4.3%) Est. Cost $166.10 Unrealized
IBKR INTERACTIVE BROKERS GROUP INC COM CL A 0.0%
Value $83,253 (+25.7%) Shares 956 (-3.1%) Est. Cost $63.83 Unrealized
AKRE AKRE FOCUS ETF 0.0%
Value $345K (-4.7%) Shares 6,488 (-5.3%) Est. Cost $65.05 Unrealized
IPGP IPG PHOTONICS CORP COM 0.0%
Value $12,436 (-57.4%) Shares 106 (-58.4%) Est. Cost $70.27 Unrealized
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value $912K (+1.9%) Shares 2,724 (-23.8%) Est. Cost $178.68 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value $158K (+11.7%) Shares 8,819 (-1.1%) Est. Cost $13.51 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value $174K (+10.5%) Shares 3,084 (-8.9%) Est. Cost $36.59 Unrealized
GNR STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF 0.0%
Value $76,330 (-17.8%) Shares 1,134 (-8.8%) Est. Cost $49.85 Unrealized
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.0%
Value $148K (-10.0%) Shares 1,227 (-10.6%) Est. Cost $104.79 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value $406K (-3.9%) Shares 4,207 (-7.6%) Est. Cost $70.94 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value $4.676M (-0.3%) Shares 9,327 (-2.3%) Est. Cost $322.10 Unrealized
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.0%
Value $51,454 (-23.6%) Shares 509 (-26.8%) Est. Cost $89.70 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value $3,409 (-82.2%) Shares 17 (-87.4%) Est. Cost $83.86 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQUITY 0.0%
Value $189K (-7.6%) Shares 1,092 (-15.5%) Est. Cost $114.78 Unrealized
GM GENERAL MOTORS CORP 0.0%
Value $342K (-4.4%) Shares 4,433 (-7.6%) Est. Cost $40.08 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value $195K (+8.6%) Shares 869 (-1.5%) Est. Cost $219.33 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value $301K (-4.8%) Shares 5,211 (-5.2%) Est. Cost $60.76 Unrealized
ICF ISHARES SELECT U.S. REIT ETF 0.0%
Value $98,456 (-13.4%) Shares 1,456 (-20.7%) Est. Cost $57.14 Unrealized
MSTY YIELDMAX MSTR OPTION INCOME STRATEGY ETF 0.0%
Value $6,014 (-70.9%) Shares 492 (-49.3%) Est. Cost $28.19 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value $149K (-8.9%) Shares 1,361 (-8.2%) Est. Cost $113.43 Unrealized
CB CHUBB LIMITED COM 0.0%
Value $779K (+1.9%) Shares 2,285 (-2.6%) Est. Cost $241.52 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value $912K (-1.5%) Shares 9,456 (-4.1%) Est. Cost $93.74 Unrealized
TLT ISHARES 20 YR TREASURY ETF 0.0%
Value $104K (-11.9%) Shares 1,205 (-11.6%) Est. Cost $91.18 Unrealized
MFIC APOLLO INVT CORP COM SH BEN INT 0.0%
Value $59,338 (-18.9%) Shares 5,887 (-9.5%) Est. Cost $12.14 Unrealized
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 0.0%
Value $187K (+7.7%) Shares 4,904 (-8.2%) Est. Cost $34.12 Unrealized
FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD 0.0%
Value $32,031 (-29.5%) Shares 121 (-37.6%) Est. Cost $142.95 Unrealized
VIRT VIRTU FINL INC CL A 0.0%
Value $111K (+13.4%) Shares 1,862 (-16.3%) Est. Cost $35.39 Unrealized
MTBA SIMPLIFY MBS ETF 0.0%
Value $981 (-93.0%) Shares 20 (-93.0%) Est. Cost $50.66 Unrealized
CPRT COPART INC COM 0.0%
Value $677 (-95.1%) Shares 24 (-94.2%) Est. Cost $52.17 Unrealized
NOW SERVICE NOW INC 0.0%
Value $124K (-9.5%) Shares 1,252 (-4.6%) Est. Cost $147.08 Unrealized
KNSL KINSALE CAP GROUP INC COM 0.0%
Value $330 (-97.5%) Shares 1 (-97.4%) Est. Cost $455.42 Unrealized
UNH UNITEDHEALTH GROUP 0.0%
Value $41,563 (-23.2%) Shares 100 (-50.0%) Est. Cost $392.21 Unrealized
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $209K (-5.6%) Shares 4,157 (-5.4%) Est. Cost $50.04 Unrealized
PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 0.0%
Value $24,606 (-32.9%) Shares 1,304 (-13.3%) Est. Cost $19.49 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value $101K (+13.3%) Shares 318 (-1.9%) Est. Cost $166.40 Unrealized
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value $77,412 (+18.0%) Shares 56 (-6.7%) Est. Cost $625.41 Unrealized
DIVB ISHARES CORE DIVIDEND ETF 0.0%
Value $331K (-3.4%) Shares 5,375 (-15.4%) Est. Cost $48.27 Unrealized
MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS 0.0%
Value $7,121 (-61.7%) Shares 358 (-67.3%) Est. Cost $9.99 Unrealized
ALC ALCON AG ORD SHS 0.0%
Value $24,961 (-31.4%) Shares 372 (-23.0%) Est. Cost $81.53 Unrealized
BIZD VANECK BDC INCOME ETF 0.0%
Value $31,463 (-26.6%) Shares 2,485 (-25.8%) Est. Cost $16.76 Unrealized
WFC WELLS FARGO & CO COM 0.1%
Value $1.328M (-0.8%) Shares 16,065 (-4.5%) Est. Cost $53.42 Unrealized
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value $47,586 (-19.2%) Shares 936 (-21.1%) Est. Cost $41.80 Unrealized
PL PLANET LABS PBC COM CL A 0.0%
Value $33 (-99.7%) Shares 1 (-99.8%) Est. Cost $24.28 Unrealized
DHI D R HORTON INC 0.0%
Value $45,281 (-19.7%) Shares 278 (-32.4%) Est. Cost $121.15 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value $75,634 (-12.6%) Shares 2,837 (-10.0%) Est. Cost $14.57 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value $264K (-3.9%) Shares 1,032 (-8.2%) Est. Cost $123.60 Unrealized
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.0%
Value $97,230 (-9.7%) Shares 779 (-20.1%) Est. Cost $107.92 Unrealized
STCE SCHWAB CRYPTO THEMATIC ETF 0.0%
Value $223K (+4.9%) Shares 3,191 (-22.1%) Est. Cost $54.41 Unrealized
FIG FIGMA INC CLASS A COM STK 0.0%
Value $181 (-98.3%) Shares 10 (-98.0%) Est. Cost $28.40 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value $90,561 (+12.7%) Shares 885 (-13.3%) Est. Cost $57.50 Unrealized
TM TOYOTA MOTOR CORP ADS 0.0%
Value $13,305 (-43.4%) Shares 79 (-30.7%) Est. Cost $211.09 Unrealized
AWR AMER STATES WTR CO COM 0.0%
Value $60,650 (-14.2%) Shares 734 (-21.5%) Est. Cost $66.15 Unrealized
CF CF INDUSTRIES HOLDINGS, INC. 0.0%
Value $41,788 (-18.7%) Shares 386 (-2.5%) Est. Cost $65.72 Unrealized
LGLV STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF 0.0%
Value $250K (-3.7%) Shares 1,380 (-5.5%) Est. Cost $137.77 Unrealized
MSCI MSCI INC COM 0.0%
Value $3,920 (-70.9%) Shares 7 (-72.0%) Est. Cost $506.22 Unrealized
ROL ROLLINS INC COM 0.0%
Value $3,757 (-71.4%) Shares 90 (-63.4%) Est. Cost $40.61 Unrealized
WFRD WEATHERFORD INTL PLC ORD SHS 0.0%
Value $16,056 (-36.7%) Shares 197 (-26.5%) Est. Cost $63.88 Unrealized
TPLC TIMOTHY PLAN US LARGE/MID CAP CORE ETF 0.0%
Value $141K (+6.9%) Shares 2,805 (-1.4%) Est. Cost $44.79 Unrealized
SCHC SCHWAB INTL SMALL CAP ETF 0.0%
Value $3,561 (-71.5%) Shares 74 (-72.3%) Est. Cost $44.02 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value $65,825 (-11.9%) Shares 230 (-35.9%) Est. Cost $180.96 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value $8,078 (-52.1%) Shares 166 (-50.0%) Est. Cost $36.52 Unrealized
WGMI COINSHARES BITCOIN MINING ETF 0.0%
Value $25,262 (+52.6%) Shares 401 (-15.8%) Est. Cost $18.30 Unrealized
CDE COEUR MNG INC COM NEW 0.0%
Value $11,375 (-43.2%) Shares 697 (-34.7%) Est. Cost $19.20 Unrealized
HIMS HIMS & HERS HEALTH INC COM CL A 0.0%
Value $40,841 (+26.4%) Shares 1,178 (-24.3%) Est. Cost $37.85 Unrealized
MKL MARKEL GROUP INC COM 0.0%
Value $535K (-1.6%) Shares 274 (-3.5%) Est. Cost $1208.95 Unrealized
SCHE SCHWAB EMERGING MARKET EQ ETF 0.0%
Value $446K (+1.9%) Shares 12,312 (-7.4%) Est. Cost $25.12 Unrealized
GRMN GARMIN LTD SHS 0.0%
Value $68,649 (-10.9%) Shares 289 (-13.0%) Est. Cost $201.52 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value $1,640 (-83.2%) Shares 8 (-83.3%) Est. Cost $132.37 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value $247K (-3.2%) Shares 3,322 (-5.2%) Est. Cost $25.69 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value $95,306 (-7.8%) Shares 2,125 (-8.6%) Est. Cost $52.57 Unrealized
QQQI NEOS NASDAQ 100 HIGH INCOME ETF 0.0%
Value $289K (-2.7%) Shares 5,088 (-14.9%) Est. Cost $51.62 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value $13,109 (-37.9%) Shares 73 (-37.6%) Est. Cost $111.33 Unrealized
NXE NEXGEN ENERGY LTD COM 0.0%
Value $23,945 (-24.9%) Shares 2,550 (-7.3%) Est. Cost $6.04 Unrealized
OAEM ONEASCENT ENHANCED SMALL AND MID CAP ETF INSTITUTIONAL SHS ONEASCENT EMERGI 0.0%
Value $54,475 (+16.9%) Shares 1,092 (-5.5%) Est. Cost $30.90 Unrealized
EZBC FRANKLIN BITCOIN ETF 0.0%
Value $27,806 (-21.5%) Shares 820 (-9.3%) Est. Cost $45.04 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value $532K (-1.3%) Shares 5,306 (-31.8%) Est. Cost $51.59 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.0%
Value $1,753 (-80.2%) Shares 28 (-81.9%) Est. Cost $41.80 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value $238K (-2.9%) Shares 7,873 (-16.0%) Est. Cost $11.69 Unrealized
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value $6,679 (-51.0%) Shares 60 (-52.0%) Est. Cost $91.48 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value $21,525 (+47.7%) Shares 19 (-5.0%) Est. Cost $635.27 Unrealized
RNR RENAISSANCERE HLDGS LTD COM 0.0%
Value $216K (+3.3%) Shares 683 (-3.1%) Est. Cost $146.97 Unrealized
MCO MOODYS CORP COM 0.0%
Value $110K (-5.9%) Shares 243 (-9.3%) Est. Cost $435.01 Unrealized
ARCC ARES CAPITAL CORP COM 0.0%
Value $179K (-3.6%) Shares 9,653 (-6.2%) Est. Cost $20.74 Unrealized
VLTO VERALTO CORP COM SHS 0.0%
Value $3,821 (-63.1%) Shares 43 (-63.2%) Est. Cost $83.72 Unrealized
FNDB SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF 0.0%
Value $230K (+2.8%) Shares 7,555 (-8.2%) Est. Cost $29.94 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value $75,901 (+9.1%) Shares 403 (-3.8%) Est. Cost $93.25 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value $2,457 (-71.8%) Shares 50 (-66.9%) Est. Cost $42.06 Unrealized
TSLX SIXTH STREET SPECIALTY LENDING COM 0.0%
Value $10,302 (-37.7%) Shares 600 (-33.3%) Est. Cost $22.19 Unrealized
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value $214K (+3.0%) Shares 3,917 (-6.9%) Est. Cost $42.07 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value $38,971 (-13.6%) Shares 919 (-13.8%) Est. Cost $42.75 Unrealized
SYY SYSCO CORP COM 0.0%
Value $10,865 (-35.6%) Shares 130 (-44.9%) Est. Cost $68.18 Unrealized
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.0%
Value $31,061 (-16.2%) Shares 1,023 (-6.7%) Est. Cost $27.12 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value $106K (+6.0%) Shares 2,137 (-2.2%) Est. Cost $40.94 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value $12,857 (-31.5%) Shares 177 (-28.9%) Est. Cost $83.33 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value $142K (-4.0%) Shares 4,201 (-14.6%) Est. Cost $9.93 Unrealized
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF 0.0%
Value $3,545 (-62.0%) Shares 73 (-63.7%) Est. Cost $45.11 Unrealized
HUBS HUBSPOT INC COM 0.0%
Value $365 (-94.0%) Shares 2 (-92.0%) Est. Cost $514.27 Unrealized
QJUN FT VEST NASDAQ-100 BUFFER ETF - JUNE 0.0%
Value $48,990 (-10.4%) Shares 1,450 (-17.1%) Est. Cost $20.11 Unrealized
RAL RALLIANT CORP COM 0.0%
Value $21,500 (+35.7%) Shares 292 (-23.4%) Est. Cost $47.98 Unrealized
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value $5,697 (-48.7%) Shares 156 (-49.2%) Est. Cost $40.44 Unrealized
FAPR FT VEST U.S. EQUITY BUFFER ETF - APRIL 0.0%
Value $206K (-2.6%) Shares 4,400 (-6.4%) Est. Cost $30.92 Unrealized
NOV NATIONAL OILWELL VARCO INC 0.0%
Value $16,305 (-24.5%) Shares 879 (-23.4%) Est. Cost $15.94 Unrealized
NVR NVR INC COM 0.0%
Value $40,880 (-11.4%) Shares 6 (-14.3%) Est. Cost $7689.08 Unrealized
MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value $39,344 (+15.2%) Shares 351 (-1.4%) Est. Cost $81.14 Unrealized
COMP COMPASS INC CL A 0.0%
Value $23,427 (+28.2%) Shares 1,900 (-24.0%) Est. Cost $10.49 Unrealized
AOK ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF 0.0%
Value $37,666 (-12.0%) Shares 908 (-15.4%) Est. Cost $36.80 Unrealized
BIDU BAIDU COM ADR 0.0%
Value $18,629 (-21.5%) Shares 163 (-23.5%) Est. Cost $104.25 Unrealized
CPNG COUPANG INC CL A 0.0%
Value $49,887 (-9.2%) Shares 2,872 (-1.3%) Est. Cost $17.49 Unrealized
HUM HUMANA INC COM 0.0%
Value $9,136 (+119.6%) Shares 23 (-4.2%) Est. Cost $317.12 Unrealized
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 0.0%
Value $328K (+1.5%) Shares 8,259 (-2.1%) Est. Cost $27.03 Unrealized
BSY BENTLEY SYS INC COM CL B 0.0%
Value $4,633 (-51.5%) Shares 155 (-43.0%) Est. Cost $45.37 Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value $11,494 (-29.5%) Shares 573 (-27.3%) Est. Cost $51.88 Unrealized
BGIG BAHL & GAYNOR INCOME GROWTH ETF 0.0%
Value $84,541 (+5.9%) Shares 2,356 (-1.8%) Est. Cost $33.26 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value $399K (-1.1%) Shares 3,699 (-10.5%) Est. Cost $85.28 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value $59,095 (+7.9%) Shares 682 (-2.0%) Est. Cost $74.52 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value $152K (-2.7%) Shares 1,682 (-13.9%) Est. Cost $83.78 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.0%
Value $112K (-3.6%) Shares 1,929 (-3.1%) Est. Cost $59.73 Unrealized
BLES INSPIRE GLOBAL HOPE ETF 0.0%
Value $9,156 (-31.4%) Shares 192 (-36.2%) Est. Cost $44.36 Unrealized
ESNT ESSENT GROUP LTD COM 0.0%
Value $106K (-3.7%) Shares 1,646 (-12.5%) Est. Cost $60.77 Unrealized
SKY CHAMPION HOMES INC COM 0.0%
Value $58,776 (+7.5%) Shares 667 (-9.3%) Est. Cost $71.51 Unrealized
GWW WW GRAINGER INC COM 0.0%
Value $158K (+2.7%) Shares 116 (-17.7%) Est. Cost $896.01 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value $38,734 (-9.6%) Shares 173 (-24.8%) Est. Cost $138.93 Unrealized
GWX STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF 0.0%
Value $56,897 (-6.6%) Shares 1,300 (-9.9%) Est. Cost $32.35 Unrealized
ZDEK INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER 0.0%
Value $195K (-1.9%) Shares 7,378 (-4.8%) Est. Cost $23.68 Unrealized
TECH BIO-TECHNE CORP COM 0.0%
Value $216K (+1.7%) Shares 3,051 (-24.8%) Est. Cost $55.08 Unrealized
TPSC TIMOTHY PLAN US SMALL CAP CORE ETF 0.0%
Value $36,610 (+11.0%) Shares 763 (-1.8%) Est. Cost $38.85 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value $123K (-2.8%) Shares 1,340 (-2.5%) Est. Cost $87.06 Unrealized
OXLC OXFORD LANE CAP CORP COM 0.0%
Value $25,080 (-12.2%) Shares 2,863 (-2.0%) Est. Cost $15.21 Unrealized
DDOG DATADOG INC CL A COM 0.0%
Value $10,675 (+48.2%) Shares 41 (-32.8%) Est. Cost $130.96 Unrealized
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND ETF 0.0%
Value $4,141 (-45.3%) Shares 64 (-49.2%) Est. Cost $48.31 Unrealized
SCHH SCH US REIT ETF 0.0%
Value $208K (-1.6%) Shares 8,797 (-10.7%) Est. Cost $29.33 Unrealized
HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 0.0%
Value $1,943 (-63.8%) Shares 42 (-63.5%) Est. Cost $46.36 Unrealized
GAA CAMBRIA GLOBAL ASSET ALLOCATION ETF 0.0%
Value $1,719 (-66.4%) Shares 50 (-67.3%) Est. Cost $27.07 Unrealized
ATO ATMOS ENERGY CORP COM 0.0%
Value $8,614 (-28.3%) Shares 50 (-23.1%) Est. Cost $143.74 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC COM SHS 0.0%
Value $34,467 (+9.8%) Shares 389 (-5.6%) Est. Cost $47.08 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value $27,421 (-10.1%) Shares 362 (-3.5%) Est. Cost $102.06 Unrealized
FFEB FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY 0.0%
Value $134K (+2.2%) Shares 2,195 (-6.4%) Est. Cost $35.79 Unrealized
ZBH ZIMMER HLDGS INC 0.0%
Value $12,225 (-19.0%) Shares 142 (-15.0%) Est. Cost $108.59 Unrealized
AU ANGLOGOLD ASHANTI PLC COM SHS 0.0%
Value $1,941 (-59.3%) Shares 24 (-51.0%) Est. Cost $52.48 Unrealized
CGBD CARLYLE SECURED LENDING INC COM 0.0%
Value $397 (-87.3%) Shares 38 (-86.7%) Est. Cost $15.71 Unrealized
TRGP TARGA RES CORP COM 0.0%
Value $9,117 (-22.6%) Shares 34 (-27.7%) Est. Cost $172.63 Unrealized
OLLI OLLIES BARGAIN OUTLET HLDGS COM 0.0%
Value $2,076 (-55.8%) Shares 27 (-47.1%) Est. Cost $105.27 Unrealized
VNOM VIPER ENERGY INC CL A 0.0%
Value $297 (-89.8%) Shares 7 (-88.7%) Est. Cost $40.99 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value $62,398 (-3.9%) Shares 669 (-13.0%) Est. Cost $69.03 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value $180 (-93.2%) Shares 1 (-92.9%) Est. Cost $220.74 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value $43,753 (-5.1%) Shares 202 (-14.4%) Est. Cost $145.72 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value $52,976 (-4.3%) Shares 367 (-33.8%) Est. Cost $62.32 Unrealized
WSO WATSCO INC 0.0%
Value $7,918 (-22.3%) Shares 19 (-32.1%) Est. Cost $430.12 Unrealized
DHS WISDOMTREE U.S. HIGH DIVIDEND FUND 0.0%
Value $39,671 (-5.2%) Shares 349 (-8.9%) Est. Cost $84.07 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value $7,570 (+39.5%) Shares 83 (-1.2%) Est. Cost $71.90 Unrealized
YLDE FRANKLIN CLEARBRIDGE ENHANCED INCOME ETF 0.0%
Value $27,422 (-7.2%) Shares 493 (-9.9%) Est. Cost $41.59 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value $11,534 (-14.8%) Shares 20 (-13.0%) Est. Cost $462.91 Unrealized
MAS MASCO CORP COM 0.0%
Value $1,139 (-63.3%) Shares 14 (-72.5%) Est. Cost $58.61 Unrealized
ULS UL SOLUTIONS INC CLASS A COM SHS 0.0%
Value $9,269 (-17.4%) Shares 91 (-30.5%) Est. Cost $69.20 Unrealized
VSNT VERSANT MEDIA GROUP INC COM CL A 0.0%
Value $35,530 (-5.1%) Shares 987 (-2.4%) Est. Cost $32.14 Unrealized
ALLE ALLEGION PLC ORD SHS 0.0%
Value $8,710 (-17.9%) Shares 62 (-15.1%) Est. Cost $128.68 Unrealized
EIC EAGLE POINT INCOME COMPANY INC COM 0.0%
Value $58,587 (+3.3%) Shares 5,818 (-3.2%) Est. Cost $11.34 Unrealized
M MACYS INC COM 0.0%
Value $11,056 (+20.2%) Shares 469 (-7.7%) Est. Cost $21.22 Unrealized
PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER 0.0%
Value $720K (-0.2%) Shares 16,243 (-8.1%) Est. Cost $40.85 Unrealized
G GENPACT LIMITED SHS 0.0%
Value $4,813 (-27.0%) Shares 175 (-1.1%) Est. Cost $43.81 Unrealized
EFX EQUIFAX INC COM 0.0%
Value $10,476 (-14.4%) Shares 66 (-2.9%) Est. Cost $240.23 Unrealized
IDXX IDEXX LABS INC COM 0.0%
Value $17,899 (-9.0%) Shares 34 (-2.9%) Est. Cost $601.50 Unrealized
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value $1,483 (-54.0%) Shares 251 (-66.6%) Est. Cost $7.24 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value $8,129 (-17.6%) Shares 176 (-3.8%) Est. Cost $45.01 Unrealized
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value $3,048 (-36.0%) Shares 43 (-25.9%) Est. Cost $99.05 Unrealized
BLDR BUILDERS FIRSTSOURCEINC COM 0.0%
Value $268 (-86.4%) Shares 3 (-87.5%) Est. Cost $136.40 Unrealized
RMD RESMED INC 0.0%
Value $2,339 (-42.1%) Shares 12 (-33.3%) Est. Cost $178.32 Unrealized
MDY S & P MID CAP 400 DEP RCPTS MID CAP 0.0%
Value $73,851 (+2.3%) Shares 105 (-10.3%) Est. Cost $413.95 Unrealized
AMTM AMENTUM HOLDINGS INC COM 0.0%
Value $5,023 (-25.1%) Shares 243 (-5.4%) Est. Cost $25.81 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value $6,818 (-19.4%) Shares 97 (-31.2%) Est. Cost $37.64 Unrealized
CTS CTS CORP COM 0.0%
Value $18,710 (-7.8%) Shares 287 (-32.5%) Est. Cost $46.20 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value $4,275 (-26.9%) Shares 28 (-24.3%) Est. Cost $195.97 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value $10,266 (+17.6%) Shares 187 (-16.5%) Est. Cost $64.86 Unrealized
BG BUNGE GLOBAL SA COM SHS 0.0%
Value $3,842 (-28.1%) Shares 36 (-14.3%) Est. Cost $92.26 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value $8,741 (+20.4%) Shares 410 (-5.1%) Est. Cost $39.04 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value $293K (-0.5%) Shares 1,274 (-6.1%) Est. Cost $245.81 Unrealized
MRNA MODERNA INC COM 0.0%
Value $6,373 (+28.0%) Shares 91 (-7.1%) Est. Cost $42.94 Unrealized
KEY KEYCORP COM 0.0%
Value $18,048 (+8.2%) Shares 783 (-5.9%) Est. Cost $13.80 Unrealized
BIIB BIOGEN IDEC INC 0.0%
Value $1,296 (-49.5%) Shares 6 (-57.1%) Est. Cost $215.82 Unrealized
AMCR AMCOR PLC COM NEW 0.0%
Value $26,660 (+5.0%) Shares 615 (-3.8%) Est. Cost $45.83 Unrealized
SSNC SS&C TECH HLDGS COM 0.0%
Value $1,055 (-54.1%) Shares 17 (-50.0%) Est. Cost $68.05 Unrealized
SPLV POWERSHARES SP500 LOW VOLATILITY ETF 0.0%
Value $109K (-1.1%) Shares 1,454 (-3.5%) Est. Cost $70.44 Unrealized
IWX ISHARES RUSSELL TOP 200 VALUE ETF 0.0%
Value $110K (+1.1%) Shares 1,047 (-10.9%) Est. Cost $82.80 Unrealized
DDS DILLARDS INC CL A 0.0%
Value $528 (-69.2%) Shares 1 (-66.7%) Est. Cost $313.40 Unrealized
KBWP INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF 0.0%
Value $73,173 (-1.6%) Shares 577 (-7.7%) Est. Cost $74.75 Unrealized
DJT TRUMP MEDIA & TECHNOLOGY GROUP COM 0.0%
Value $565 (-67.4%) Shares 73 (-61.0%) Est. Cost $21.63 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS 0.0%
Value $12,223 (-8.7%) Shares 579 (-19.1%) Est. Cost $22.02 Unrealized
AER AERCAP HOLDINGS NV SHS 0.0%
Value $54,668 (-2.1%) Shares 375 (-7.9%) Est. Cost $92.34 Unrealized
APTV APTIV PLC COM SHS 0.0%
Value $3,531 (-24.7%) Shares 58 (-14.7%) Est. Cost $61.22 Unrealized
DG DOLLAR GEN CORP COM 0.0%
Value $5,756 (-16.4%) Shares 50 (-13.8%) Est. Cost $127.51 Unrealized
POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER 0.0%
Value $534K (-0.2%) Shares 11,503 (-7.3%) Est. Cost $32.77 Unrealized
LCID LUCID GROUP INC COM NEW 0.0%
Value $174 (-86.3%) Shares 26 (-80.5%) Est. Cost $15.98 Unrealized
TLRY TILRAY BRANDS INC COM 0.0%
Value $1,289 (-44.3%) Shares 287 (-19.8%) Est. Cost $12.20 Unrealized
AGNC AMERICAN CAPITAL AGENCY CORP. 0.0%
Value $12,753 (-7.4%) Shares 1,170 (-14.8%) Est. Cost $9.94 Unrealized
KBR KBR INC 0.0%
Value $8,425 (-10.7%) Shares 244 (-4.7%) Est. Cost $45.94 Unrealized
VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF 0.0%
Value $908 (-52.0%) Shares 12 (-52.0%) Est. Cost $75.64 Unrealized
LPLA LPL FINL HLDGS INC COM 0.0%
Value $5,070 (-15.7%) Shares 18 (-10.0%) Est. Cost $298.12 Unrealized
FLUT FLUTTER ENTMT PLC SHS 0.0%
Value $204 (-81.8%) Shares 2 (-81.8%) Est. Cost $200.48 Unrealized
CBLL CERIBELL INC COM 0.0%
Value $39 (-95.9%) Shares 2 (-96.2%) Est. Cost $21.90 Unrealized
ELCV EVENTIDE HIGH DIVIDEND ETF 0.0%
Value $32,377 (+2.9%) Shares 985 (-9.2%) Est. Cost $29.00 Unrealized
MTSI MACOM TECH SOLUTIONS HLDGS INC COM 0.0%
Value $2,663 (+49.9%) Shares 7 (-12.5%) Est. Cost $118.06 Unrealized
HLNE HAMILTON LANE INC CL A 0.0%
Value $2,917 (-22.8%) Shares 37 (-2.6%) Est. Cost $144.55 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $253K (+0.3%) Shares 7,446 (-5.5%) Est. Cost $54.38 Unrealized
VNT VONTIER CORPORATION COM 0.0%
Value $58 (-92.6%) Shares 2 (-90.9%) Est. Cost $34.06 Unrealized
CRH CRH PLC ORD 0.0%
Value $2,140 (-24.6%) Shares 20 (-25.9%) Est. Cost $108.96 Unrealized
FLR FLUOR CORP 0.0%
Value $18,179 (+3.9%) Shares 347 (-7.5%) Est. Cost $42.62 Unrealized
ICVT ISHARES CONVERTIBLE BOND ETF 0.0%
Value $34,465 (+1.9%) Shares 283 (-14.8%) Est. Cost $81.72 Unrealized
SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF 0.0%
Value $1,268 (-33.4%) Shares 56 (-33.3%) Est. Cost $22.88 Unrealized
VTRS VIATRIS INC COM 0.0%
Value $156K (+0.4%) Shares 9,851 (-14.6%) Est. Cost $12.76 Unrealized
THO THOR INDS INC COM 0.0%
Value $4,359 (-12.0%) Shares 58 (-6.5%) Est. Cost $101.99 Unrealized
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value $374 (-60.4%) Shares 2 (-60.0%) Est. Cost $132.69 Unrealized
EXP EAGLE MATLS INC COM 0.0%
Value $9,542 (+6.3%) Shares 42 (-10.6%) Est. Cost $185.44 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value $217K (+0.3%) Shares 640 (-10.4%) Est. Cost $229.80 Unrealized
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value $409 (-58.0%) Shares 6 (-62.5%) Est. Cost $61.58 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value $7,625 (+7.9%) Shares 144 (-5.3%) Est. Cost $53.09 Unrealized
AVDE AVANTIS INTERNATIONAL EQUITY ETF 0.0%
Value $29,099 (-1.8%) Shares 326 (-6.6%) Est. Cost $71.65 Unrealized
DEO DIAGEO PLC 0.0%
Value $2,090 (-19.8%) Shares 26 (-25.7%) Est. Cost $114.98 Unrealized
EXLS EXLSERVICE HLDGS INC COM 0.0%
Value $491 (-51.1%) Shares 19 (-42.4%) Est. Cost $36.64 Unrealized
UDR UDR INC COM 0.0%
Value $3,433 (+16.8%) Shares 86 (-1.1%) Est. Cost $39.20 Unrealized
SARO STANDARDAERO INC COM 0.0%
Value $90 (-83.4%) Shares 3 (-85.7%) Est. Cost $31.09 Unrealized
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value $1,960 (-18.4%) Shares 7 (-22.2%) Est. Cost $225.69 Unrealized
CBRE CBRE GROUP INC CL A 0.0%
Value $1,212 (-25.5%) Shares 9 (-25.0%) Est. Cost $143.13 Unrealized
BF/A BROWN FORMAN CORP CL A 0.0%
Value $4,679 (-8.1%) Shares 171 (-10.0%) Est. Cost $29.17 Unrealized
BURL BURLINGTON STORES INC COM 0.0%
Value $1,901 (-16.5%) Shares 6 (-14.3%) Est. Cost $265.11 Unrealized
MAGN MAGNERA CORP COM SHS 0.0%
Value $94 (-78.0%) Shares 8 (-82.2%) Est. Cost $13.10 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value $16,652 (+2.0%) Shares 705 (-2.9%) Est. Cost $30.96 Unrealized
GWRE GUIDEWIRE SOFTWARE INC COM 0.0%
Value $738 (-29.5%) Shares 6 (-14.3%) Est. Cost $201.77 Unrealized
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value $3,662 (+9.2%) Shares 20 (-9.1%) Est. Cost $124.39 Unrealized
JLL JONES LANG LASALLE INC COM 0.0%
Value $310 (-49.1%) Shares 1 (-50.0%) Est. Cost $336.02 Unrealized
VGLT VANGUARD LONG-TERM TREASURY ETF 0.0%
Value $4,208 (-6.6%) Shares 76 (-6.2%) Est. Cost $56.59 Unrealized
ESAB ESAB CORPORATION COM 0.0%
Value $99 (-74.4%) Shares 1 (-75.0%) Est. Cost $123.42 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value $733 (+54.6%) Shares 54 (-31.6%) Est. Cost $15.91 Unrealized
PTC PTC INC COM 0.0%
Value $454 (-36.2%) Shares 4 (-20.0%) Est. Cost $164.89 Unrealized
ZS ZSCALER INC COM 0.0%
Value $4,658 (-5.1%) Shares 33 (-5.7%) Est. Cost $205.26 Unrealized
FLS FLOWSERVE CORP COM 0.0%
Value $148 (-59.8%) Shares 2 (-60.0%) Est. Cost $70.86 Unrealized
DOCS DOXIMITY INC CL A 0.0%
Value $1,286 (-12.4%) Shares 62 (-1.6%) Est. Cost $34.99 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value $3,000 (-5.1%) Shares 12 (-25.0%) Est. Cost $219.84 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value $23,397 (-0.7%) Shares 51 (-3.8%) Est. Cost $349.74 Unrealized
AMRZ AMRIZE LTD SHS 0.0%
Value $800 (-16.0%) Shares 15 (-11.8%) Est. Cost $52.79 Unrealized
CPB THE CAMPBELLS COMPANY COM 0.0%
Value $245 (-35.4%) Shares 11 (-35.3%) Est. Cost $27.30 Unrealized
CPAY CORPAY INC COM SHS 0.0%
Value $3,333 (+4.1%) Shares 10 (-9.1%) Est. Cost $297.69 Unrealized
FNF FIDELITY NATL FINL INC COM SHS 0.0%
Value $3,348 (-3.8%) Shares 71 (-5.3%) Est. Cost $53.99 Unrealized
GME GAMESTOP CORP CL A 0.0%
Value $1,104 (-9.6%) Shares 50 (-5.7%) Est. Cost $26.88 Unrealized
FTAI FTAI AVIATION LTD SHS 0.0%
Value $1,353 (-8.0%) Shares 5 (-16.7%) Est. Cost $160.00 Unrealized
TRU TRANSUNION COM 0.0%
Value $866 (-10.6%) Shares 12 (-14.3%) Est. Cost $87.05 Unrealized
TOST TOAST INC CL A 0.0%
Value $1,252 (-7.4%) Shares 45 (-11.8%) Est. Cost $33.56 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value $1,521 (+6.5%) Shares 20 (-4.8%) Est. Cost $35.41 Unrealized
CNH CNH GLOBAL NV SHS ISIN #NL0000298933 0.0%
Value $1,373 (-6.2%) Shares 122 (-8.3%) Est. Cost $12.10 Unrealized
SCI SERVICE CORP INTL COM 0.0%
Value $76 (-53.9%) Shares 1 (-50.0%) Est. Cost $79.03 Unrealized
AKAM AKAMAI TECH 0.0%
Value $946 (-8.5%) Shares 8 (-11.1%) Est. Cost $79.15 Unrealized
MICC MAGNUM ICE CREAM CO NV ORD SHS 0.0%
Value $296 (-17.5%) Shares 17 (-29.2%) Est. Cost $15.68 Unrealized
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value $1,787 (+2.9%) Shares 12 (-7.7%) Est. Cost $141.73 Unrealized
LAZ LAZARD LTD SHS -A - 0.0%
Value $671 (-7.1%) Shares 16 (-5.9%) Est. Cost $48.25 Unrealized
CI CIGNA CORP 0.0%
Value $74,893 (-0.1%) Shares 272 (-3.2%) Est. Cost $240.29 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value $1,453 (-2.7%) Shares 15 (-6.3%) Est. Cost $92.95 Unrealized
BNIX VISIONWAVE HOLDINGS INC COM 0.0%
Value $13 (-75.0%) Shares 3 (-72.7%) Est. Cost $4.73 Unrealized
SGI SOMNIGROUP INTERNATIONAL INC COM 0.0%
Value $706 (-4.5%) Shares 9 (-10.0%) Est. Cost $58.39 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value $1,035 (-2.9%) Shares 11 (-26.7%) Est. Cost $75.16 Unrealized
ACB AURORA CANNABIS INC COM 0.0%
Value $14 (-67.4%) Shares 5 (-61.5%) Est. Cost $4.99 Unrealized
EVRG EVERGY INC COM 0.0%
Value $12,014 (-0.2%) Shares 139 (-5.4%) Est. Cost $66.37 Unrealized
ONL ORION PROPERTIES INC COM 0.0%
Value $101 (+26.3%) Shares 35 (-5.4%) Est. Cost $10.32 Unrealized
VEEV VEEVA SYS INC CL A COM 0.0%
Value $15,440 (-0.1%) Shares 87 (-1.1%) Est. Cost $238.97 Unrealized

Unchanged Positions (932)

NVDA NVIDIA CORPORATION COM 1.2%
Value $26.06M Shares 130,249 Est. Cost $97.13 Unrealized
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF 2.0%
Value $43.26M Shares 1,161,091 Est. Cost $26.59 Unrealized
GE GE AEROSPACE COM NEW 0.3%
Value $6.213M Shares 16,625 Est. Cost $85.55 Unrealized
UNH UNITEDHEALTH GROUP 0.2%
Value $3.992M Shares 9,604 Est. Cost $392.21 Unrealized
WTAI WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND 0.2%
Value $3.339M Shares 70,345 Est. Cost $21.05 Unrealized
IAU ISHARES GOLD TRUST ETF 0.3%
Value $7.538M Shares 99,824 Est. Cost $34.68 Unrealized
APH AMPHENOL CORP CL A 0.1%
Value $3.222M Shares 18,272 Est. Cost $67.50 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.1%
Value $2.72M Shares 8,979 Est. Cost $171.84 Unrealized
SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.1%
Value $2.931M Shares 50,823 Est. Cost $43.04 Unrealized
ITOT ISHARES TR S&P 1500 INDEX FD 0.2%
Value $3.407M Shares 20,742 Est. Cost $97.29 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.4%
Value $8.915M Shares 232,696 Est. Cost $43.17 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.1%
Value $2.915M Shares 10,031 Est. Cost $176.27 Unrealized
DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 0.1%
Value $2.623M Shares 65,225 Est. Cost $24.16 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.2%
Value $3.7M Shares 15,225 Est. Cost $167.02 Unrealized
SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 0.2%
Value $3.376M Shares 49,971 Est. Cost $53.50 Unrealized
VTV VANGUARD VALUE ETF 0.2%
Value $3.612M Shares 16,573 Est. Cost $126.67 Unrealized
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.1%
Value $2.414M Shares 29,778 Est. Cost $55.70 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.8%
Value $17.45M Shares 421,282 Est. Cost $30.92 Unrealized
COST COSTCO WHOLESALE CORP 0.3%
Value $6.615M Shares 7,071 Est. Cost $555.93 Unrealized
RSP GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT 0.1%
Value $3.114M Shares 14,637 Est. Cost $159.56 Unrealized
VONE VANGUARD RUSSELL 1000 ETF 0.1%
Value $2.288M Shares 6,754 Est. Cost $238.16 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value $3.117M Shares 15,537 Est. Cost $100.48 Unrealized
SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.1%
Value $2.754M Shares 54,662 Est. Cost $35.17 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.1%
Value $1.131M Shares 2,870 Est. Cost $234.13 Unrealized
IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 0.1%
Value $1.165M Shares 11,851 Est. Cost $60.24 Unrealized
MTRN MATERION CORP COM 0.0%
Value $416K Shares 1,398 Est. Cost $96.96 Unrealized
FIX COMFORT SYS USA INC COM 0.0%
Value $628K Shares 317 Est. Cost $242.20 Unrealized
BITQ BITWISE CRYPTO INDUSTRY INNOVATORS ETF 0.0%
Value $755K Shares 30,804 Est. Cost $19.93 Unrealized
IJAN INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY 0.2%
Value $4.225M Shares 110,939 Est. Cost $27.45 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR 0.0%
Value $950K Shares 31,489 Est. Cost $30.34 Unrealized
FTNT FORTINET INC COM 0.0%
Value $357K Shares 2,326 Est. Cost $53.65 Unrealized
JNJ JOHNSON & JOHNSON COM 0.2%
Value $3.852M Shares 15,169 Est. Cost $130.64 Unrealized
DGT STATE STREET SPDR GLOBAL DOW ETF 0.1%
Value $2.056M Shares 11,127 Est. Cost $123.26 Unrealized
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 0.1%
Value $2.389M Shares 39,292 Est. Cost $40.49 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value $876K Shares 2,396 Est. Cost $209.04 Unrealized
VNQ VANGUARD REIT INDEX ETF 0.1%
Value $1.953M Shares 20,257 Est. Cost $88.62 Unrealized
PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL 0.1%
Value $2.638M Shares 62,506 Est. Cost $34.12 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value $817K Shares 2,669 Est. Cost $202.06 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value $2.209M Shares 38,342 Est. Cost $47.28 Unrealized
CMI CUMMINS INC COM 0.0%
Value $533K Shares 747 Est. Cost $193.94 Unrealized
LIN LINDE PLC SHS 0.1%
Value $2.92M Shares 5,626 Est. Cost $331.68 Unrealized
KR KROGER CO COM 0.0%
Value $409K Shares 7,366 Est. Cost $29.83 Unrealized
APP APPLOVIN CORP COM CL A 0.0%
Value $531K Shares 1,030 Est. Cost $333.44 Unrealized
DFSU DIMENSIONAL US SUSTAINABILITY CORE 1 ETF 0.0%
Value $998K Shares 21,409 Est. Cost $34.86 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.1%
Value $1.987M Shares 40,092 Est. Cost $35.77 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.1%
Value $1.562M Shares 7,905 Est. Cost $141.11 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value $922K Shares 3,805 Est. Cost $167.42 Unrealized
PH PARKER-HANNIFIN CORP COM 0.1%
Value $1.199M Shares 1,226 Est. Cost $170.13 Unrealized
RSI RUSH STREET INTERACTIVE INC COM 0.0%
Value $364K Shares 12,240 Est. Cost $8.03 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF 0.0%
Value $696K Shares 15,639 Est. Cost $32.49 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value $564K Shares 2,292 Est. Cost $207.51 Unrealized
SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value $507K Shares 4,260 Est. Cost $80.91 Unrealized
PSEP INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER 0.1%
Value $1.388M Shares 30,144 Est. Cost $39.95 Unrealized
VTWG VANGUARD RUSSELL 2000 GROWTH ETF 0.0%
Value $442K Shares 1,535 Est. Cost $188.11 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.1%
Value $2.047M Shares 20,850 Est. Cost $62.31 Unrealized
NNOV INNOVATOR GROWTH-100 POWER BUFFER ETF - NOVEMBER 0.0%
Value $740K Shares 23,521 Est. Cost $28.70 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value $208K Shares 15,677 Est. Cost $4.34 Unrealized
KO COCA COLA CO COM 0.1%
Value $1.311M Shares 16,135 Est. Cost $52.54 Unrealized
TTE TOTALENERGIES SE ACT 0.0%
Value $477K Shares 6,139 Est. Cost $63.23 Unrealized
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.0%
Value $483K Shares 12,629 Est. Cost $20.86 Unrealized
MA MASTERCARD INC 0.1%
Value $2.571M Shares 5,005 Est. Cost $316.86 Unrealized
BMNR BITMINE IMMERSION TECHS INC COM NEW 0.0%
Value $157K Shares 11,828 Est. Cost $28.84 Unrealized
FISV FISERV INC 0.0%
Value $501K Shares 10,208 Est. Cost $77.73 Unrealized
MPB MID PENN BANCORP INC COM 0.0%
Value $901K Shares 25,866 Est. Cost $23.19 Unrealized
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value $557K Shares 4,268 Est. Cost $103.02 Unrealized
NLR VANECK URANIUM AND NUCLEAR ETF 0.0%
Value $444K Shares 3,831 Est. Cost $82.41 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value $407K Shares 7,978 Est. Cost $67.55 Unrealized
ASML ASML HLDG NV N Y REGISTRY SHS 0.0%
Value $199K Shares 100 Est. Cost $684.75 Unrealized
SGDM SPROTT GOLD MINERS ETF 0.0%
Value $343K Shares 5,455 Est. Cost $55.44 Unrealized
NFEB INNOVATOR GROWTH-100 POWER BUFFER ETF - FEBRUARY 0.0%
Value $673K Shares 22,195 Est. Cost $25.95 Unrealized
AOA ISHARES TR S&P AGGRESSIVE ALLOCATION FD 0.0%
Value $735K Shares 7,531 Est. Cost $58.57 Unrealized
KAPR INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL 0.0%
Value $686K Shares 17,228 Est. Cost $27.40 Unrealized
EBAY EBAY INC 0.0%
Value $341K Shares 3,054 Est. Cost $60.32 Unrealized
EJAN INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY 0.0%
Value $1.07M Shares 29,714 Est. Cost $29.35 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value $324K Shares 1,814 Est. Cost $144.52 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value $402K Shares 2,938 Est. Cost $109.35 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value $300K Shares 1,031 Est. Cost $210.34 Unrealized
EME EMCOR GROUP INC 0.0%
Value $499K Shares 601 Est. Cost $165.43 Unrealized
ITA ISHARES TR DOW JONESUS AEROSPACE & DEF 0.0%
Value $543K Shares 2,240 Est. Cost $117.83 Unrealized
KNOV INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - NOVEMBER 0.0%
Value $571K Shares 18,003 Est. Cost $28.47 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value $204K Shares 543 Est. Cost $265.95 Unrealized
BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY 0.0%
Value $575K Shares 9,775 Est. Cost $49.48 Unrealized
EAPR INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL 0.0%
Value $534K Shares 16,232 Est. Cost $24.52 Unrealized
SILJ AMPLIFY JUNIOR SILVER MINERS ETF 0.0%
Value $365K Shares 14,075 Est. Cost $22.83 Unrealized
WIX WIX COM LTD SHS 0.0%
Value $50,814 Shares 1,120 Est. Cost $88.50 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value $378K Shares 886 Est. Cost $238.35 Unrealized
GD GENERAL DYNAMICS CORP COM 0.1%
Value $1.215M Shares 3,431 Est. Cost $178.24 Unrealized
DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value $432K Shares 827 Est. Cost $330.87 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value $943K Shares 17,988 Est. Cost $31.10 Unrealized
UFEB INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARY 0.0%
Value $795K Shares 20,570 Est. Cost $32.38 Unrealized
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value $220K Shares 2,237 Est. Cost $64.82 Unrealized
GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE 0.1%
Value $1.228M Shares 29,814 Est. Cost $35.17 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value $284K Shares 713 Est. Cost $404.14 Unrealized
SBUX STARBUCKS CORP 0.0%
Value $387K Shares 3,792 Est. Cost $84.28 Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value $147K Shares 949 Est. Cost $102.46 Unrealized
PODD INSULET CORP COM 0.0%
Value $114K Shares 748 Est. Cost $151.64 Unrealized
PLPC PREFORMED LINE PRODS CO COM 0.0%
Value $123K Shares 300 Est. Cost $70.50 Unrealized
UMBF UMB FINL CORP COM 0.0%
Value $198K Shares 1,390 Est. Cost $103.70 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value $510K Shares 6,726 Est. Cost $47.98 Unrealized
ARTY ISHARES FUTURE AI & TECH ETF 0.0%
Value $97,571 Shares 1,281 Est. Cost $39.69 Unrealized
BHE BENCHMARK ELECTRS INC COM 0.0%
Value $86,731 Shares 879 Est. Cost $41.27 Unrealized
MSM MSC INDL DIRECT INC 0.0%
Value $165K Shares 1,387 Est. Cost $82.73 Unrealized
MARA MARA HOLDINGS INC COM 0.0%
Value $86,326 Shares 6,215 Est. Cost $14.70 Unrealized
GBCI GLACIER BANCORP INC NEW COM 0.0%
Value $263K Shares 5,093 Est. Cost $45.72 Unrealized
TGTX TG THERAPEUTICS INC COM 0.0%
Value $89,003 Shares 1,620 Est. Cost $32.94 Unrealized
VMI VALMONT INDS INC COM 0.0%
Value $109K Shares 188 Est. Cost $225.57 Unrealized
MGC VANGUARD MEGA CAP ETF 0.0%
Value $241K Shares 879 Est. Cost $153.16 Unrealized
IAPR INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL 0.0%
Value $701K Shares 21,114 Est. Cost $25.25 Unrealized
AYI ACUITY BRANDS INC 0.0%
Value $126K Shares 334 Est. Cost $250.93 Unrealized
GSAT GLOBALSTAR INC COM NEW 0.0%
Value $176K Shares 2,160 Est. Cost $61.47 Unrealized
XOP SPDR SERIES TRUST S&P OIL GAS EXPL & PRODTN ETF 0.0%
Value $176K Shares 1,144 Est. Cost $98.48 Unrealized
ZNOV INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR NOVEMBER 0.0%
Value $948K Shares 34,521 Est. Cost $25.05 Unrealized
DECW ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF 0.0%
Value $499K Shares 13,985 Est. Cost $28.36 Unrealized
DEMZ DEMOCRATIC LARGE CAP CORE ETF 0.0%
Value $191K Shares 4,005 Est. Cost $34.47 Unrealized
ITRN ITURAN LOCATION AND CONTROL SHS 0.0%
Value $152K Shares 2,489 Est. Cost $39.51 Unrealized
ISEP INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - SEPTEMBER 0.0%
Value $562K Shares 16,239 Est. Cost $31.26 Unrealized
INOV INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF NOVEMBER 0.0%
Value $519K Shares 14,125 Est. Cost $34.11 Unrealized
AHR AMERICAN HEALTHCARE REIT INC COM SHS 0.0%
Value $295K Shares 5,654 Est. Cost $26.91 Unrealized
RH RH COM 0.0%
Value $181K Shares 1,100 Est. Cost $196.65 Unrealized
D DOMINION RESOURCES INC 0.0%
Value $267K Shares 3,908 Est. Cost $54.04 Unrealized
FRDM FREEDOM 100 EMERGING MARKETS ETF 0.0%
Value $107K Shares 1,464 Est. Cost $29.46 Unrealized
DBC DB COMMODITY INDEX TRACKING 0.0%
Value $313K Shares 11,732 Est. Cost $17.92 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value $264K Shares 1,785 Est. Cost $124.55 Unrealized
CGIC CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF 0.0%
Value $289K Shares 7,931 Est. Cost $30.62 Unrealized
ULTA ULTA BEAUTY INC COM 0.0%
Value $161K Shares 358 Est. Cost $388.21 Unrealized
AGX ARGAN INC COM 0.0%
Value $79,917 Shares 100 Est. Cost $370.57 Unrealized
PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH 0.0%
Value $382K Shares 7,994 Est. Cost $35.71 Unrealized
MCK MCKESSON CORP COM 0.0%
Value $159K Shares 211 Est. Cost $582.13 Unrealized
HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 0.0%
Value $454K Shares 6,720 Est. Cost $60.70 Unrealized
COR CENCORA INC COM 0.0%
Value $223K Shares 787 Est. Cost $174.75 Unrealized
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value $198K Shares 3,601 Est. Cost $29.84 Unrealized
SAIA SAIA INC COM 0.0%
Value $144K Shares 341 Est. Cost $272.57 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value $519K Shares 3,791 Est. Cost $75.78 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value $85,389 Shares 522 Est. Cost $104.69 Unrealized
SAN BANCO SANTANDER CENT HISP 0.0%
Value $128K Shares 9,259 Est. Cost $4.84 Unrealized
OSK OSHKOSH CORP COM 0.0%
Value $573K Shares 3,736 Est. Cost $105.63 Unrealized
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value $207K Shares 2,959 Est. Cost $45.27 Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value $166K Shares 1,394 Est. Cost $111.46 Unrealized
BLACKROCK SCIENCE & TECHNOLOGY SHS 0.0%
Value $80,984 Shares 1,597 Est. Cost $37.53 Unrealized
ZJUL INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JULY 0.0%
Value $716K Shares 23,891 Est. Cost $27.11 Unrealized
OSCR OSCAR HEALTH INC CL A 0.0%
Value $35,080 Shares 1,230 Est. Cost $15.78 Unrealized
MET METLIFE INC COM 0.0%
Value $126K Shares 1,486 Est. Cost $54.26 Unrealized
VCTR VICTORY CAP HLDGS INC DEL COM CL A 0.0%
Value $94,568 Shares 1,125 Est. Cost $68.11 Unrealized
SIGI SELECTIVE INS GROUP INC COM 0.0%
Value $92,246 Shares 951 Est. Cost $79.64 Unrealized
WTS WATTS WATER TECHNOLOGIES INC CL A 0.0%
Value $78,290 Shares 200 Est. Cost $190.87 Unrealized
VECO VEECO INSTRS INC DEL COM 0.0%
Value $36,157 Shares 477 Est. Cost $20.91 Unrealized
MEDP MEDPACE HLDGS INC COM 0.0%
Value $210K Shares 397 Est. Cost $381.76 Unrealized
KRYS KRYSTAL BIOTECH INC COM 0.0%
Value $63,556 Shares 171 Est. Cost $149.68 Unrealized
HACK AMPLIFY CYBERSECURITY ETF 0.0%
Value $66,927 Shares 638 Est. Cost $69.73 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value $54,350 Shares 476 Est. Cost $352.20 Unrealized
HEI/A HEICO CORP NEW CL A 0.0%
Value $107K Shares 413 Est. Cost $189.87 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value $133K Shares 2,250 Est. Cost $29.45 Unrealized
UITB VICTORYSHARES CORE INTERMEDIATE BOND ETF 0.1%
Value $1.457M Shares 31,115 Est. Cost $46.34 Unrealized
NOG NORTHERN OIL & GAS INC NEV 0.0%
Value $29,585 Shares 1,630 Est. Cost $40.08 Unrealized
BBY BEST BUY INC 0.0%
Value $110K Shares 1,447 Est. Cost $79.95 Unrealized
ENR ENERGIZER HLDGS INC COM 0.0%
Value $75,040 Shares 3,500 Est. Cost $22.60 Unrealized
BFEB INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY 0.0%
Value $186K Shares 3,537 Est. Cost $40.70 Unrealized
GMAR FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH 0.0%
Value $301K Shares 6,806 Est. Cost $37.20 Unrealized
RS RELIANCE INC COM 0.0%
Value $92,653 Shares 248 Est. Cost $286.62 Unrealized
SPGM SPDR INDEX SHARES FUNDS SPDR MSCI ACWIIMI ETF 0.0%
Value $144K Shares 1,686 Est. Cost $63.14 Unrealized
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF 0.0%
Value $88,344 Shares 724 Est. Cost $84.64 Unrealized
IOCT INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - OCTOBER 0.0%
Value $323K Shares 8,728 Est. Cost $34.24 Unrealized
ZAUG INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR AUGUST 0.0%
Value $513K Shares 18,623 Est. Cost $24.66 Unrealized
SYM SYMBOTIC INC CLASS A COM 0.0%
Value $89,900 Shares 2,000 Est. Cost $49.80 Unrealized
HSBC HSBC HOLDINGS PLC SPONS ADR 0.0%
Value $124K Shares 1,309 Est. Cost $52.18 Unrealized
FNV FRANCO NEV CORP COM 0.0%
Value $88,795 Shares 426 Est. Cost $137.83 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value $144K Shares 757 Est. Cost $142.14 Unrealized
CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value $102K Shares 946 Est. Cost $62.49 Unrealized
TPL TEXAS PACIFIC LAND CORPORATION COM 0.0%
Value $184K Shares 421 Est. Cost $297.30 Unrealized
PRF INVESCO RAFI US 1000 ETF 0.0%
Value $126K Shares 2,334 Est. Cost $52.73 Unrealized
ENSG ENSIGN GROUP INC COM 0.0%
Value $59,632 Shares 372 Est. Cost $142.38 Unrealized
BRKR BRUKER CORP COM 0.0%
Value $37,613 Shares 625 Est. Cost $38.92 Unrealized
SHLD GLOBAL X DEFENSE TECH ETF 0.0%
Value $80,393 Shares 1,346 Est. Cost $60.69 Unrealized
SPPP SPROTT ASSET MANAGEMENT LP PHYSICAL PLATINU 0.0%
Value $60,196 Shares 4,835 Est. Cost $16.12 Unrealized
ONB OLD NATL BANCORP IND COM 0.0%
Value $100K Shares 3,873 Est. Cost $18.52 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value $78,672 Shares 269 Est. Cost $411.91 Unrealized
PSTG EVERPURE INC CL A 0.0%
Value $53,026 Shares 673 Est. Cost $80.29 Unrealized
SNPE XTRACKERS S&P 500 SCORED & SCREENED ETF 0.0%
Value $98,121 Shares 1,425 Est. Cost $44.91 Unrealized
SSD SIMPSON MFG INC COM 0.0%
Value $72,854 Shares 348 Est. Cost $175.12 Unrealized
MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value $131K Shares 1,377 Est. Cost $81.34 Unrealized
ISPY PROSHARES S&P 500 HIGH INCOME ETF 0.0%
Value $129K Shares 2,678 Est. Cost $44.06 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value $73,440 Shares 390 Est. Cost $140.98 Unrealized
AMBA AMBARELLA INC SHS 0.0%
Value $31,746 Shares 370 Est. Cost $58.58 Unrealized
KNF KNIFE RIVER CORP COMMON STOCK 0.0%
Value $466K Shares 5,568 Est. Cost $52.02 Unrealized
VST VISTRA CORP COM 0.0%
Value $233K Shares 1,467 Est. Cost $149.97 Unrealized
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.0%
Value $239K Shares 2,560 Est. Cost $81.58 Unrealized
IWL ISHARES RUSSELL TOP 200 ETF 0.0%
Value $93,955 Shares 508 Est. Cost $135.49 Unrealized
RRX REGAL REXNORD CORPORATION COM 0.0%
Value $58,118 Shares 244 Est. Cost $157.37 Unrealized
CNS COHEN & STEERS INC COM 0.0%
Value $68,145 Shares 895 Est. Cost $80.38 Unrealized
DFLV DIMENSIONAL US LARGE CAP VALUE ETF 0.0%
Value $125K Shares 3,163 Est. Cost $28.64 Unrealized
IRM IRON MTN INC DEL COM 0.0%
Value $61,892 Shares 490 Est. Cost $49.15 Unrealized
IOO ISHARES GLOBAL 100 ETF 0.0%
Value $102K Shares 745 Est. Cost $96.29 Unrealized
IAT ISHARES DOW JONES US REGIONAL BANKS 0.0%
Value $81,869 Shares 1,316 Est. Cost $46.35 Unrealized
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value $87,494 Shares 480 Est. Cost $110.00 Unrealized
KOCT INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER 0.0%
Value $124K Shares 3,306 Est. Cost $26.66 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value $47,668 Shares 2,227 Est. Cost $21.17 Unrealized
FVAL FIDELITY VALUE FACTOR ETF 0.0%
Value $98,311 Shares 1,261 Est. Cost $56.03 Unrealized
SU SUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHAR 0.0%
Value $47,614 Shares 887 Est. Cost $31.98 Unrealized
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.0%
Value $121K Shares 3,660 Est. Cost $54.45 Unrealized
CINF CINCINNATI FINL CORP COM 0.0%
Value $73,902 Shares 399 Est. Cost $107.17 Unrealized
FLQM FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF 0.0%
Value $214K Shares 3,697 Est. Cost $48.00 Unrealized
IMO IMPERIAL OIL LTD COM NEW 0.0%
Value $64,412 Shares 575 Est. Cost $61.70 Unrealized
CM CANADIAN IMPERIAL BANK OF COMM COM 0.0%
Value $61,180 Shares 532 Est. Cost $75.71 Unrealized
ZSEP INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR SEPTEMBER 0.0%
Value $353K Shares 12,792 Est. Cost $26.49 Unrealized
WAB WABTEC COM 0.0%
Value $143K Shares 529 Est. Cost $79.13 Unrealized
LSTR LANDSTAR SYS INC COM 0.0%
Value $47,153 Shares 228 Est. Cost $179.01 Unrealized
WSFS WSFS FINL CORP COM 0.0%
Value $71,819 Shares 936 Est. Cost $51.78 Unrealized
WOLF CREE INC 0.0%
Value $15,826 Shares 328 Est. Cost $18.29 Unrealized
NIKL SPROTT NICKEL MINERS ETF 0.0%
Value $38,907 Shares 3,065 Est. Cost $15.98 Unrealized
FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF 0.0%
Value $70,919 Shares 1,621 Est. Cost $27.66 Unrealized
PHM PULTE GROUP INC COM 0.0%
Value $69,537 Shares 507 Est. Cost $108.55 Unrealized
BTCO INVESCO GALAXY BITCOIN ETF 0.0%
Value $62,897 Shares 1,077 Est. Cost $71.71 Unrealized
BNOV INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER 0.0%
Value $94,855 Shares 1,984 Est. Cost $32.93 Unrealized
AXSM AXSOME THERAPEUTICS INC. COM 0.0%
Value $30,107 Shares 123 Est. Cost $141.17 Unrealized
DNL WISDOMTREE GLOBAL EX-U.S. QUALITY GROWTH FUND 0.0%
Value $73,426 Shares 1,590 Est. Cost $39.77 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value $825K Shares 8,786 Est. Cost $89.60 Unrealized
IMVT IMMUNOVANT INC COM 0.0%
Value $25,854 Shares 671 Est. Cost $18.21 Unrealized
FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 0.0%
Value $96,098 Shares 1,481 Est. Cost $42.31 Unrealized
LNT ALLIANT ENERGY CORP COM 0.0%
Value $143K Shares 1,877 Est. Cost $37.28 Unrealized
SRE SEMPRA COM 0.0%
Value $169K Shares 1,822 Est. Cost $71.73 Unrealized
NTB BANK OF N T BUTTERFIELD & SON SHS NEW 0.0%
Value $76,220 Shares 1,281 Est. Cost $41.90 Unrealized
GSEP FT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER 0.0%
Value $128K Shares 3,127 Est. Cost $34.54 Unrealized
SNA SNAP ON INC COM 0.0%
Value $91,345 Shares 227 Est. Cost $267.40 Unrealized
FMHI FIRST TRUST MUNICIPAL HIGH INCOME ETF 0.0%
Value $547K Shares 11,285 Est. Cost $46.97 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value $47,096 Shares 350 Est. Cost $53.95 Unrealized
DIVI FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND 0.0%
Value $129K Shares 3,010 Est. Cost $31.26 Unrealized
FDS FACTSET RESH SYS INC COM 0.0%
Value $132K Shares 573 Est. Cost $414.55 Unrealized
BBEU JPMORGAN BETABUILDERS EUROPE ETF 0.0%
Value $124K Shares 1,595 Est. Cost $53.32 Unrealized
OCTT ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF 0.0%
Value $92,969 Shares 1,995 Est. Cost $34.92 Unrealized
IEX IDEX CORP COM 0.0%
Value $51,064 Shares 225 Est. Cost $195.70 Unrealized
NSEP INNOVATOR GROWTH-100 POWER BUFFER ETF - SEPTEMBER 0.0%
Value $104K Shares 3,334 Est. Cost $25.97 Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value $16,485 Shares 455 Est. Cost $13.17 Unrealized
NSPR INSPIREMD INC COM 0.0%
Value $6,149 Shares 8,783 Est. Cost $1.59 Unrealized
NVTS NAVITAS SEMICONDUCTOR CORP COM 0.0%
Value $15,949 Shares 890 Est. Cost $9.24 Unrealized
SSUS STRATEGY SHARES DAY HAGAN SMART SECTOR ETF 0.0%
Value $51,715 Shares 935 Est. Cost $42.07 Unrealized
HLI HOULIHAN LOKEY INC CL A 0.0%
Value $114K Shares 849 Est. Cost $148.28 Unrealized
CNR CORE NATURAL RESOURCES INC COM SHS 0.0%
Value $26,007 Shares 325 Est. Cost $76.44 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value $99,218 Shares 1,481 Est. Cost $104.23 Unrealized
SLF SUN LIFE FINANCIAL INC. COM 0.0%
Value $39,210 Shares 500 Est. Cost $47.05 Unrealized
TTC TORO CO COM 0.0%
Value $178K Shares 1,828 Est. Cost $83.54 Unrealized
FYEE FIDELITY YIELD ENHANCED EQUITY ETF 0.0%
Value $127K Shares 4,400 Est. Cost $28.68 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value $28,090 Shares 463 Est. Cost $140.04 Unrealized
SMLF ISHARES U.S. SMALLCAP EQUITY FACTOR ETF 0.0%
Value $48,928 Shares 549 Est. Cost $62.72 Unrealized
SIXG DEFIANCE SPACE AND CONNECTIVE TECH ETF 0.0%
Value $26,546 Shares 279 Est. Cost $33.50 Unrealized
OCTW ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF 0.0%
Value $126K Shares 3,070 Est. Cost $27.08 Unrealized
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value $121K Shares 455 Est. Cost $193.99 Unrealized
UNOV INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - NOVEMBER 0.0%
Value $104K Shares 2,579 Est. Cost $34.62 Unrealized
CWCO CONSOLIDATED WATER CO INC ORD 0.0%
Value $59,000 Shares 2,000 Est. Cost $31.83 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value $35,663 Shares 526 Est. Cost $77.74 Unrealized
CSL CARLISLE COS INC COM 0.0%
Value $89,237 Shares 246 Est. Cost $398.20 Unrealized
BC BRUNSWICK CORP COM 0.0%
Value $52,313 Shares 621 Est. Cost $45.79 Unrealized
IFEB INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY 0.0%
Value $151K Shares 4,820 Est. Cost $29.81 Unrealized
SETM SPROTT CRITICAL MATERIALS ETF 0.0%
Value $113K Shares 3,630 Est. Cost $26.89 Unrealized
KIE STATE STREET SPDR S&P INSURANCE ETF 0.0%
Value $68,469 Shares 1,123 Est. Cost $59.81 Unrealized
JULW ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF 0.0%
Value $141K Shares 3,453 Est. Cost $28.58 Unrealized
TNDM TANDEM DIABETES CARE INC COM NEW 0.0%
Value $25,351 Shares 1,680 Est. Cost $32.10 Unrealized
DCOR DIMENSIONAL US CORE EQUITY 1 ETF 0.0%
Value $55,474 Shares 677 Est. Cost $72.08 Unrealized
ZWS ZURN ELKAY WATER SOLNS CORP COM 0.0%
Value $60,333 Shares 1,194 Est. Cost $33.26 Unrealized
NICE NICE LTD SPONSORED ADR 0.0%
Value $31,707 Shares 349 Est. Cost $173.67 Unrealized
PEN PENUMBRA INC COM 0.0%
Value $145K Shares 458 Est. Cost $278.99 Unrealized
TLN TALEN ENERGY CORP COM 0.0%
Value $39,963 Shares 104 Est. Cost $336.30 Unrealized
SFM SPROUTS FMRS MKT INC COM 0.0%
Value $76,122 Shares 900 Est. Cost $124.26 Unrealized
ZJAN INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JANUARY 0.0%
Value $255K Shares 9,123 Est. Cost $26.33 Unrealized
FUNC FIRST UTD CORP COM 0.0%
Value $39,523 Shares 896 Est. Cost $36.78 Unrealized
TAN INVESCO SOLAR ETF 0.0%
Value $115K Shares 1,945 Est. Cost $28.21 Unrealized
APRW ALLIANZIM U.S. EQUITY BUFFER20 APR ETF 0.0%
Value $140K Shares 3,775 Est. Cost $26.39 Unrealized
CCJ CAMECO CORP COM 0.0%
Value $100K Shares 982 Est. Cost $54.36 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value $49,657 Shares 731 Est. Cost $57.85 Unrealized
YETI YETI HLDGS INC COM 0.0%
Value $25,127 Shares 507 Est. Cost $36.35 Unrealized
MMTM STATE STREET SPDR S&P 1500 MOMENTUM TILT ETF 0.0%
Value $62,590 Shares 200 Est. Cost $201.47 Unrealized
ROBO EXCH TRADE CONCEPTS ETF & AUTOMATION IDX 0.0%
Value $31,556 Shares 368 Est. Cost $46.09 Unrealized
QURE UNIQURE NV SHS 0.0%
Value $9,857 Shares 214 Est. Cost $23.55 Unrealized
NPO ENPRO INC COM 0.0%
Value $18,847 Shares 50 Est. Cost $215.91 Unrealized
TFI SPDR MUNICIPAL BOND ETF 0.0%
Value $780K Shares 17,033 Est. Cost $47.54 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value $64,950 Shares 8,457 Est. Cost $6.01 Unrealized
INSM INSMED INC COM PAR $.01 0.0%
Value $11,622 Shares 109 Est. Cost $171.50 Unrealized
DCMT DOUBLELINE COMMODITY STRATEGY ETF 0.0%
Value $76,492 Shares 2,475 Est. Cost $25.77 Unrealized
TBUX T. ROWE PRICE ULTRA SHORT-TERM BOND ETF 0.0%
Value $666K Shares 13,379 Est. Cost $49.51 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value $469K Shares 3,536 Est. Cost $97.63 Unrealized
COPP SPROTT COPPER MINERS ETF 0.0%
Value $87,899 Shares 2,295 Est. Cost $30.15 Unrealized
EOCT INNOVATOR EMERGING MARKETS POWER BUFFER ETF - OCTOBER 0.0%
Value $91,535 Shares 2,680 Est. Cost $24.29 Unrealized
OPPJ WISDOMTREE JAPAN OPPORTUNITIES FUND 0.0%
Value $103K Shares 1,786 Est. Cost $34.56 Unrealized
NE NOBLE CORP PLC ORD SHS A 0.0%
Value $18,687 Shares 501 Est. Cost $27.35 Unrealized
FEBT ALLIANZIM U.S. EQUITY BUFFER10 FEB ETF 0.0%
Value $65,834 Shares 1,600 Est. Cost $29.18 Unrealized
MTG MGIC INVESTMENT CORP. 0.0%
Value $88,943 Shares 3,154 Est. Cost $23.16 Unrealized
DTEC ALPS DISRUPTIVE TECHNOLOGIES ETF 0.0%
Value $57,782 Shares 1,200 Est. Cost $48.64 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value $35,029 Shares 325 Est. Cost $64.52 Unrealized
CSW CSW INDUSTRIALS INC COM 0.0%
Value $89,056 Shares 320 Est. Cost $268.98 Unrealized
NWE NORTHWESTERN ENERGY GROUP INC COM NEW 0.0%
Value $71,405 Shares 997 Est. Cost $51.53 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value $439K Shares 3,755 Est. Cost $82.19 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value $44,647 Shares 312 Est. Cost $163.06 Unrealized
NVT NVENT ELEC PLC SHS 0.0%
Value $18,148 Shares 107 Est. Cost $29.40 Unrealized
HRI HERC HLDGS INC COM 0.0%
Value $18,348 Shares 128 Est. Cost $135.97 Unrealized
TDW TIDEWATER INC NEW COM 0.0%
Value $21,855 Shares 328 Est. Cost $47.62 Unrealized
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value $37,072 Shares 280 Est. Cost $82.60 Unrealized
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value $67,152 Shares 702 Est. Cost $71.74 Unrealized
AMR ALPHA METALLURGICAL RESOUR INC COM 0.0%
Value $22,432 Shares 136 Est. Cost $171.61 Unrealized
DECT ALLIANZIM U.S. EQUITY BUFFER10 DEC ETF 0.0%
Value $57,309 Shares 1,460 Est. Cost $27.96 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.0%
Value $185K Shares 5,025 Est. Cost $26.79 Unrealized
XAIX XTRACKERS ARTIFICIAL INTELLIGENCE AND BIG DATA ETF 0.0%
Value $17,363 Shares 302 Est. Cost $38.24 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value $33,294 Shares 2,474 Est. Cost $22.17 Unrealized
SXT SENSIENT TECHNOLOGIES CORP COM 0.0%
Value $17,754 Shares 144 Est. Cost $76.56 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value $19,554 Shares 380 Est. Cost $36.57 Unrealized
BHP BHP BILLITON LIMITED SPONSORED ADS 0.0%
Value $41,655 Shares 500 Est. Cost $53.24 Unrealized
FMAR FT VEST US EQUITY BUFFER ETF - MARCH 0.0%
Value $73,164 Shares 1,400 Est. Cost $34.30 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value $98,885 Shares 480 Est. Cost $179.72 Unrealized
MTCH MATCH GROUP INC NEW COM 0.0%
Value $25,985 Shares 683 Est. Cost $35.47 Unrealized
IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST 0.0%
Value $30,008 Shares 750 Est. Cost $42.99 Unrealized
FAST FASTENAL CO 0.0%
Value $160K Shares 3,337 Est. Cost $43.40 Unrealized
PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST 0.0%
Value $76,903 Shares 1,685 Est. Cost $31.05 Unrealized
CYTK CYTOKINETICS INC COM NEW 0.0%
Value $22,149 Shares 260 Est. Cost $41.36 Unrealized
IDVO AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF 0.0%
Value $131K Shares 3,125 Est. Cost $30.40 Unrealized
TS TENARIS S A SPONSORED ADS 0.0%
Value $97,940 Shares 1,765 Est. Cost $37.40 Unrealized
TRX TRX GOLD CORPORATION COM 0.0%
Value $5,775 Shares 7,000 Est. Cost $1.41 Unrealized
GGG GRACO INC COM 0.0%
Value $37,351 Shares 494 Est. Cost $71.31 Unrealized
BLACKROCK CAP ALLOCATION TERM COM 0.0%
Value $41,498 Shares 2,605 Est. Cost $14.72 Unrealized
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value $49,351 Shares 74 Est. Cost $446.42 Unrealized
BUFR FT VEST LADDERED BUFFER ETF 0.0%
Value $60,128 Shares 1,646 Est. Cost $27.75 Unrealized
GBX GREENBRIER COMPANIES INC 0.0%
Value $53,225 Shares 1,086 Est. Cost $45.78 Unrealized
EWX STATE STREET SPDR S&P EMERGING MARKETS SMALL CAP ETF 0.0%
Value $39,841 Shares 536 Est. Cost $57.48 Unrealized
APRT ALLIANZIM U.S. EQUITY BUFFER10 APR ETF 0.0%
Value $59,636 Shares 1,300 Est. Cost $35.53 Unrealized
FSM FORTUNA MNG CORP COM NEW 0.0%
Value $24,801 Shares 2,935 Est. Cost $5.00 Unrealized
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value $43,438 Shares 625 Est. Cost $64.03 Unrealized
IMOS CHIPMOS TECHNOLOGIES INC SPONSORD ADS NEW 0.0%
Value $9,638 Shares 150 Est. Cost $35.78 Unrealized
PSKY PARAMOUNT SKYDANCE CORP COM CL B 0.0%
Value $49,507 Shares 5,021 Est. Cost $14.51 Unrealized
AXON AXON ENTERPRISE INC COM 0.0%
Value $17,379 Shares 31 Est. Cost $662.71 Unrealized
PPC PILGRIMS PRIDE CORP COM 0.0%
Value $12,144 Shares 432 Est. Cost $44.68 Unrealized
HBT HBT FINL INC. COM 0.0%
Value $25,272 Shares 790 Est. Cost $19.05 Unrealized
AGI ALAMOS GOLD INC COM CL A 0.0%
Value $9,035 Shares 298 Est. Cost $15.64 Unrealized
FTHI FIRST TRUST BUYWRITE INCOME ETF 0.0%
Value $110K Shares 4,602 Est. Cost $23.31 Unrealized
SNWV SANUWAVE HEALTH INC COM 0.0%
Value $5,670 Shares 567 Est. Cost $30.21 Unrealized
EEMS ISHARES MSCI EMERGING MARKETS SMALL CAP ETF 0.0%
Value $43,558 Shares 574 Est. Cost $59.35 Unrealized
BOCT INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER 0.0%
Value $43,000 Shares 811 Est. Cost $37.05 Unrealized
BYLD ISHARES YIELD OPTIMIZED BOND ETF 0.0%
Value $620K Shares 27,365 Est. Cost $22.24 Unrealized
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value $45,343 Shares 309 Est. Cost $65.49 Unrealized
KSEP INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - SEPTEMBER 0.0%
Value $46,418 Shares 1,505 Est. Cost $25.51 Unrealized
FCG FIRST TR ISE REVERE NAT GAS INDEX FD 0.0%
Value $20,756 Shares 780 Est. Cost $23.38 Unrealized
TIGO MILLICOM INTL CELLULAR S A COM STK 0.0%
Value $22,690 Shares 250 Est. Cost $61.08 Unrealized
NEU NEWMARKET CORP COM 0.0%
Value $20,572 Shares 26 Est. Cost $476.93 Unrealized
FIW FIRST TRUST WATER ETF 0.0%
Value $66,807 Shares 610 Est. Cost $86.01 Unrealized
USLM UNITED STS LIME & MINERALS INC COM 0.0%
Value $15,701 Shares 150 Est. Cost $103.98 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value $134K Shares 1,212 Est. Cost $95.93 Unrealized
FAF FIRST AMERN FINL CORP COM 0.0%
Value $31,894 Shares 465 Est. Cost $58.58 Unrealized
COHEN & STEERS INFRASTRUCTURE FUND 0.0%
Value $62,078 Shares 2,250 Est. Cost $23.32 Unrealized
IDEC INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF DECEMBER 0.0%
Value $74,505 Shares 2,171 Est. Cost $32.29 Unrealized
JULT ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF 0.0%
Value $47,775 Shares 1,000 Est. Cost $31.25 Unrealized
OII OCEANEERING INTL INC COM 0.0%
Value $30,390 Shares 750 Est. Cost $20.54 Unrealized
PHO INVESCO WATER RESOURCES ETF 0.0%
Value $117K Shares 1,700 Est. Cost $60.85 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value $82,826 Shares 7,676 Est. Cost $10.34 Unrealized
THG HANOVER INS GROUP INC COM 0.0%
Value $19,699 Shares 92 Est. Cost $108.57 Unrealized
BSEP INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER 0.0%
Value $42,500 Shares 806 Est. Cost $32.54 Unrealized
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.0%
Value $43,981 Shares 584 Est. Cost $50.63 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value $56,032 Shares 6,006 Est. Cost $9.21 Unrealized
RVTY REVVITY INC COM 0.0%
Value $17,802 Shares 160 Est. Cost $100.22 Unrealized
MCY MERCURY GENERAL CORP 0.0%
Value $21,324 Shares 200 Est. Cost $53.92 Unrealized
TAIL CAMBRIA TAIL RISK ETF 0.0%
Value $36,333 Shares 3,418 Est. Cost $11.78 Unrealized
UGI UGI CORP NEW COM 0.0%
Value $76,132 Shares 2,204 Est. Cost $34.24 Unrealized
KFY KORN FERRY COM NEW 0.0%
Value $67,312 Shares 1,011 Est. Cost $65.95 Unrealized
XMHQ INVESCO S&P MIDCAP QUALITY ETF 0.0%
Value $42,876 Shares 380 Est. Cost $91.54 Unrealized
METL SPROTT ACTIVE METALS & MINERS ETF 0.0%
Value $80,375 Shares 3,125 Est. Cost $24.30 Unrealized
CRMD CORMEDIX INC COM 0.0%
Value $26,682 Shares 3,399 Est. Cost $4.96 Unrealized
TNL WYNDHAM WORLDWIDE CORP 0.0%
Value $37,451 Shares 490 Est. Cost $45.43 Unrealized
ITT ITT INDUSTRIES INC 0.0%
Value $96,309 Shares 487 Est. Cost $102.01 Unrealized
GJUL FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY 0.0%
Value $56,146 Shares 1,291 Est. Cost $40.56 Unrealized
TJUL INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027 0.0%
Value $122K Shares 4,020 Est. Cost $25.67 Unrealized
SCMB SCHWAB MUNICIPAL BOND ETF 0.0%
Value $679K Shares 26,313 Est. Cost $37.95 Unrealized
AA ALCOA CORP COM 0.0%
Value $12,409 Shares 238 Est. Cost $34.00 Unrealized
PEXL PACER US EXPORT LEADERS ETF 0.0%
Value $15,164 Shares 200 Est. Cost $45.00 Unrealized
CROX CROCS INC COM 0.0%
Value $10,858 Shares 90 Est. Cost $89.08 Unrealized
IJUL INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY 0.0%
Value $54,171 Shares 1,506 Est. Cost $27.53 Unrealized
FAUG FT VEST U.S. EQUITY BUFFER ETF - AUGUST 0.0%
Value $39,554 Shares 700 Est. Cost $45.75 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value $40,188 Shares 305 Est. Cost $73.81 Unrealized
BKE BUCKLE INC COM 0.0%
Value $16,880 Shares 400 Est. Cost $27.41 Unrealized
UROY URANIUM RTY CORP COM 0.0%
Value $10,425 Shares 3,750 Est. Cost $3.02 Unrealized
BBIN JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF 0.0%
Value $51,299 Shares 657 Est. Cost $58.59 Unrealized
ETHE GRAYSCALE ETHEREUM STAKING ETF 0.0%
Value $9,506 Shares 745 Est. Cost $21.89 Unrealized
BHVN BIOHAVEN LTD COM 0.0%
Value $7,440 Shares 500 Est. Cost $33.60 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value $63,030 Shares 825 Est. Cost $57.89 Unrealized
SEPT ALLIANZIM U.S. EQUITY BUFFER10 SEP ETF 0.0%
Value $37,540 Shares 1,000 Est. Cost $34.47 Unrealized
MANH MANHATTAN ASSOCIATES INC COM 0.0%
Value $68,929 Shares 495 Est. Cost $248.55 Unrealized
FLAHERTY & CRUMRINE DYNAMIC PF SHS 0.0%
Value $109K Shares 5,272 Est. Cost $20.44 Unrealized
BITO PROSHARES BITCOIN ETF 0.0%
Value $19,459 Shares 2,438 Est. Cost $12.03 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value $62,624 Shares 800 Est. Cost $65.09 Unrealized
DBA POWERSHARES DB AGRICULTURE 0.0%
Value $128K Shares 4,800 Est. Cost $18.24 Unrealized
RL RALPH LAUREN CORP CL A 0.0%
Value $21,676 Shares 54 Est. Cost $93.68 Unrealized
EEMX STATE STREET SPDR MSCI EMERGING MARKETS FOSSIL FUEL RESERVES FREE ETF 0.0%
Value $17,211 Shares 318 Est. Cost $43.11 Unrealized
WUGI AXS ESOTERICA NEXTG ECONOMY ETF 0.0%
Value $9,620 Shares 100 Est. Cost $69.59 Unrealized
XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value $29,023 Shares 102 Est. Cost $174.49 Unrealized
AAL AMERICAN AIRLINES GROUP INC COM 0.0%
Value $7,481 Shares 414 Est. Cost $13.95 Unrealized
UAUG INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - AUGUST 0.0%
Value $46,293 Shares 1,100 Est. Cost $30.74 Unrealized
GSM FERROGLOBE PLC SHS 0.0%
Value $10,147 Shares 3,191 Est. Cost $4.37 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value $29,273 Shares 112 Est. Cost $254.40 Unrealized
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value $12,473 Shares 55 Est. Cost $279.38 Unrealized
SGDJ SPROTT JUNIOR GOLD MINERS ETF 0.0%
Value $21,118 Shares 280 Est. Cost $52.58 Unrealized
CPER UNITED STATES COPPER INDEX FUND 0.0%
Value $33,957 Shares 900 Est. Cost $27.21 Unrealized
PCAR PACCAR INC COM 0.0%
Value $86,006 Shares 716 Est. Cost $94.77 Unrealized
KRG KITE REALTY GROUP TRUST 0.0%
Value $21,715 Shares 765 Est. Cost $22.44 Unrealized
UBS UBS GROUP AG SHS 0.0%
Value $13,827 Shares 279 Est. Cost $38.81 Unrealized
DNN DENISON MINES CORP COM 0.0%
Value $18,978 Shares 6,202 Est. Cost $1.73 Unrealized
DINO HF SINCLAIR CORP COM 0.0%
Value $27,442 Shares 394 Est. Cost $45.41 Unrealized
NMAR INNOVATOR GROWTH-100 POWER BUFFER ETF - MARCH 0.0%
Value $32,148 Shares 998 Est. Cost $27.62 Unrealized
EXPE EXPEDIA INC DEL COM 0.0%
Value $28,914 Shares 113 Est. Cost $143.74 Unrealized
KBH KB HOME COM 0.0%
Value $16,899 Shares 270 Est. Cost $30.38 Unrealized
DOV DOVER CORP COM 0.0%
Value $39,922 Shares 178 Est. Cost $135.57 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value $279K Shares 2,736 Est. Cost $100.38 Unrealized
PENN PENN ENTERTAINMENT INC COM 0.0%
Value $9,398 Shares 440 Est. Cost $36.70 Unrealized
CALAMOS CONV & HIGH INCOME FD COM SHS 0.0%
Value $13,851 Shares 1,017 Est. Cost $11.97 Unrealized
NFGC NEW FOUND GOLD CORP COM 0.0%
Value $10,626 Shares 6,900 Est. Cost $2.76 Unrealized
FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 0.0%
Value $48,348 Shares 1,787 Est. Cost $24.54 Unrealized
VEXC VANGUARD EMERGING MARKETS EX-CHINA ETF 0.0%
Value $17,764 Shares 185 Est. Cost $80.23 Unrealized
AI C3 AI INC CL A 0.0%
Value $36,360 Shares 4,000 Est. Cost $12.06 Unrealized
FUL FULLER H B CO COM 0.0%
Value $46,688 Shares 801 Est. Cost $60.40 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.0%
Value $29,371 Shares 1,850 Est. Cost $13.94 Unrealized
PBI PITNEY BOWES INC COM 0.0%
Value $7,201 Shares 411 Est. Cost $4.90 Unrealized
BBCA JPMORGAN BETABUILDERS CANADA ETF 0.0%
Value $49,203 Shares 495 Est. Cost $61.56 Unrealized
TWLO TWILIO INC CL A 0.0%
Value $6,603 Shares 32 Est. Cost $122.24 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value $99,281 Shares 733 Est. Cost $103.97 Unrealized
JMSI JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF 0.0%
Value $186K Shares 3,680 Est. Cost $49.80 Unrealized
REAVES UTIL INCOME FD COM SH BEN INT 0.0%
Value $71,138 Shares 1,747 Est. Cost $35.89 Unrealized
CACI CACI INTL INC CL A 0.0%
Value $14,361 Shares 31 Est. Cost $382.67 Unrealized
NGG NATIONAL GRID TRANSCO PLC 0.0%
Value $119K Shares 1,435 Est. Cost $59.98 Unrealized
PIO POWERSHARES GLOBAL EXCH TRD FD TR GLOBAL WATER PORT 0.0%
Value $71,952 Shares 1,600 Est. Cost $30.51 Unrealized
HLX HELIX ENERGY SOLUTIONS GRP INC COM 0.0%
Value $18,782 Shares 2,149 Est. Cost $9.54 Unrealized
PBP POWERSHARES S&P 500 BUYWRITE PORTFOLIO ETF 0.0%
Value $62,174 Shares 2,715 Est. Cost $22.74 Unrealized
AVEM AVANTIS EMERGING MARKETS EQUITY ETF 0.0%
Value $14,519 Shares 150 Est. Cost $69.41 Unrealized
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value $17,985 Shares 342 Est. Cost $73.13 Unrealized
TRP TC ENERGY CORP COM 0.0%
Value $40,172 Shares 606 Est. Cost $34.44 Unrealized
MMIT NYLI MACKAY MUNI INTERMEDIATE ETF 0.2%
Value $3.412M Shares 140,118 Est. Cost $24.17 Unrealized
FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE 0.0%
Value $41,366 Shares 690 Est. Cost $36.06 Unrealized
FMC FMC CORP COM NEW 0.0%
Value $4,692 Shares 408 Est. Cost $15.20 Unrealized
FHI FEDERATED HERMES INC CL B 0.0%
Value $86,309 Shares 1,563 Est. Cost $44.70 Unrealized
IBRX IMMUNITYBIO INC COM 0.0%
Value $18,762 Shares 2,143 Est. Cost $3.88 Unrealized
SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value $50,573 Shares 1,060 Est. Cost $43.52 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value $45,056 Shares 173 Est. Cost $122.10 Unrealized
WINN HARBOR LONG-TERM GROWERS ETF 0.0%
Value $15,748 Shares 485 Est. Cost $24.50 Unrealized
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.0%
Value $14,962 Shares 207 Est. Cost $60.30 Unrealized
BCS BARCLAYS PLC ADR 0.0%
Value $10,502 Shares 391 Est. Cost $25.45 Unrealized
GLNG GOLAR LNG LTD SHS ISIN BMG9456A1009 0.0%
Value $25,668 Shares 515 Est. Cost $40.72 Unrealized
RWO SPDR DJ GLOBAL REAL ESTATE ETF 0.0%
Value $26,549 Shares 534 Est. Cost $42.25 Unrealized
MAIN MAIN STR CAP CORP COM 0.0%
Value $103K Shares 1,985 Est. Cost $55.44 Unrealized
DAUG FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST 0.0%
Value $30,451 Shares 650 Est. Cost $30.70 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value $17,058 Shares 109 Est. Cost $116.62 Unrealized
MOG/A MOOG INC CL A 0.0%
Value $6,781 Shares 16 Est. Cost $192.59 Unrealized
TDVG T. ROWE PRICE DIVIDEND GROWTH ETF 0.0%
Value $22,724 Shares 463 Est. Cost $32.08 Unrealized
FENI FIDELITY ENHANCED INTERNATIONAL ETF 0.0%
Value $28,532 Shares 711 Est. Cost $28.34 Unrealized
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.0%
Value $22,388 Shares 290 Est. Cost $66.82 Unrealized
NGVT INGEVITY CORP COM 0.0%
Value $44,877 Shares 601 Est. Cost $54.27 Unrealized
BMI BADGER METER INC COM 0.0%
Value $77,158 Shares 520 Est. Cost $144.71 Unrealized
FUN SIX FLAGS ENTERTAINMENT CORP COM 0.0%
Value $12,354 Shares 580 Est. Cost $43.85 Unrealized
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value $41,057 Shares 964 Est. Cost $33.75 Unrealized
AXS AXIS CAP HLDGS LTD SHS 0.0%
Value $36,100 Shares 336 Est. Cost $75.51 Unrealized
BTG B2GOLD CORP COM 0.0%
Value $9,537 Shares 2,550 Est. Cost $4.43 Unrealized
FLXS FLEXSTEEL INDS INC COM 0.0%
Value $5,065 Shares 68 Est. Cost $46.18 Unrealized
VKTX VIKING THERAPEUTICS INC COM 0.0%
Value $12,093 Shares 310 Est. Cost $33.89 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value $509K Shares 5,293 Est. Cost $119.64 Unrealized
HUN HUNTSMAN CORP COM 0.0%
Value $7,838 Shares 738 Est. Cost $12.13 Unrealized
OBND STATE STREET LOOMIS SAYLES OPPORTUNISTIC BOND ETF 0.0%
Value $254K Shares 9,850 Est. Cost $25.87 Unrealized
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.0%
Value $9,679 Shares 213 Est. Cost $30.37 Unrealized
SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.0%
Value $15,162 Shares 167 Est. Cost $45.74 Unrealized
JANT ALLIANZIM U.S. EQUITY BUFFER10 JAN ETF 0.0%
Value $22,003 Shares 500 Est. Cost $26.00 Unrealized
FDM FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND 0.0%
Value $16,201 Shares 174 Est. Cost $79.61 Unrealized
QEFA STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF 0.0%
Value $67,018 Shares 698 Est. Cost $66.87 Unrealized
EQNR STATOIL ASA SPONSORED ADR CMN 0.0%
Value $5,558 Shares 177 Est. Cost $29.41 Unrealized
NANR STATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF 0.0%
Value $16,912 Shares 224 Est. Cost $58.02 Unrealized
QUS STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF 0.0%
Value $23,358 Shares 125 Est. Cost $94.66 Unrealized
KYMR KYMERA THERAPEUTICS INC COM 0.0%
Value $6,880 Shares 60 Est. Cost $77.59 Unrealized
NG NOVAGOLD RESOURCES INC COM NEW 0.0%
Value $3,689 Shares 618 Est. Cost $6.28 Unrealized
IMAR INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF MARCH 0.0%
Value $40,035 Shares 1,315 Est. Cost $29.03 Unrealized
APOG APOGEE ENTERPRISES INC COM 0.0%
Value $6,823 Shares 149 Est. Cost $43.65 Unrealized
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value $10,827 Shares 323 Est. Cost $33.72 Unrealized
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value $65,730 Shares 1,000 Est. Cost $53.01 Unrealized
IDU ISHARES DOW JONES US UTILITIES 0.0%
Value $190K Shares 1,655 Est. Cost $96.76 Unrealized
QQEW FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF 0.0%
Value $8,650 Shares 54 Est. Cost $135.19 Unrealized
KIM KIMCO REALTY CORP 0.0%
Value $15,489 Shares 611 Est. Cost $20.58 Unrealized
DVYE ISHARES EMERGING MKT ETF 0.0%
Value $25,977 Shares 806 Est. Cost $27.29 Unrealized
SCCO SOUTHERN PERU COPPER CORP 0.0%
Value $173K Shares 995 Est. Cost $62.65 Unrealized
BAUG INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST 0.0%
Value $19,462 Shares 363 Est. Cost $29.92 Unrealized
ING ING GROEP NV ADR 0.0%
Value $10,136 Shares 323 Est. Cost $28.00 Unrealized
NNN NNN REIT INC COM 0.0%
Value $16,983 Shares 365 Est. Cost $43.05 Unrealized
FELV FIDELITY ENHANCED LARGE CAP VALUE ETF 0.0%
Value $13,029 Shares 325 Est. Cost $26.85 Unrealized
QEMM STATE STREET SPDR MSCI EMERGING MARKETS STRATEGICFACTORS ETF 0.0%
Value $12,707 Shares 159 Est. Cost $61.90 Unrealized
PSCF INVESCO S&P SMALLCAP FINANCIALS ETF 0.0%
Value $13,014 Shares 200 Est. Cost $60.00 Unrealized
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value $37,439 Shares 3,189 Est. Cost $11.00 Unrealized
VVV VALVOLINE INC COM 0.0%
Value $10,834 Shares 274 Est. Cost $31.11 Unrealized
RGA REINSURANCE GROUP AMER INC COM NEW 0.0%
Value $39,766 Shares 187 Est. Cost $209.23 Unrealized
BDEC INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER 0.0%
Value $15,961 Shares 300 Est. Cost $33.25 Unrealized
SMMT SUMMIT THERAPEUTICS INC COM 0.0%
Value $5,143 Shares 353 Est. Cost $17.89 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value $13,037 Shares 1,329 Est. Cost $8.66 Unrealized
UPST UPSTART HLDGS INC COM 0.0%
Value $5,492 Shares 155 Est. Cost $55.09 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value $31,032 Shares 429 Est. Cost $66.42 Unrealized
XYL XYLEM INC 0.0%
Value $94,450 Shares 799 Est. Cost $93.58 Unrealized
XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value $8,594 Shares 104 Est. Cost $71.94 Unrealized
NIO NIO INC SPON ADS 0.0%
Value $7,813 Shares 1,544 Est. Cost $7.46 Unrealized
VAL VALARIS LTD CL A 0.0%
Value $4,211 Shares 58 Est. Cost $37.62 Unrealized
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value $41,431 Shares 492 Est. Cost $72.40 Unrealized
IBN ICICI BANK LIMITED ADR 0.0%
Value $13,528 Shares 466 Est. Cost $28.43 Unrealized
DON WISDOMTREE MIDCAP DIVIDEND 0.0%
Value $20,315 Shares 359 Est. Cost $44.84 Unrealized
VFQY VANGUARD U.S. QUALITY FACTOR ETF 0.0%
Value $11,433 Shares 67 Est. Cost $141.61 Unrealized
OTTR OTTER TAIL CORP COM 0.0%
Value $58,487 Shares 650 Est. Cost $64.88 Unrealized
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 0.0%
Value $13,643 Shares 182 Est. Cost $60.14 Unrealized
PI IMPINJ INC COM 0.0%
Value $5,013 Shares 35 Est. Cost $152.01 Unrealized
XLSR STATE STREET US SECTOR ROTATION ETF 0.0%
Value $12,907 Shares 199 Est. Cost $54.92 Unrealized
HBM HUDBAY MINERALS INC COM 0.0%
Value $12,254 Shares 519 Est. Cost $10.05 Unrealized
KKR INCOME OPPORTUNITIES FD COM 0.0%
Value $60,489 Shares 5,372 Est. Cost $12.41 Unrealized
FCVT FIRST TRUST SSI STRATEGIC CONVERTIBLE SECURITIES ETF 0.0%
Value $7,737 Shares 144 Est. Cost $38.81 Unrealized
BLACKROCK ENHANCED EQUITY DIVI COM 0.0%
Value $14,030 Shares 1,466 Est. Cost $8.11 Unrealized
OR OR ROYALTIES INC. COM SHS 0.0%
Value $6,800 Shares 215 Est. Cost $24.09 Unrealized
UPBD UPBOUND GROUP INC COM 0.0%
Value $9,167 Shares 432 Est. Cost $26.03 Unrealized
PEBO PEOPLES BANCORP INC COM 0.0%
Value $9,487 Shares 247 Est. Cost $30.21 Unrealized
IREN IREN LIMITED ORDINARY SHARES 0.0%
Value $5,579 Shares 122 Est. Cost $48.26 Unrealized
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value $13,097 Shares 107 Est. Cost $98.46 Unrealized
CG CARLYLE GROUP INC COM 0.0%
Value $8,506 Shares 202 Est. Cost $27.79 Unrealized
ITGR INTEGER HLDGS CORP COM 0.0%
Value $22,335 Shares 239 Est. Cost $130.88 Unrealized
JUNT ALLIANZIM U.S. EQUITY BUFFER10 JUN ETF 0.0%
Value $26,453 Shares 700 Est. Cost $34.05 Unrealized
DCI DONALDSON INC COM 0.0%
Value $23,699 Shares 264 Est. Cost $70.95 Unrealized
EIX EDISON INTL COM 0.0%
Value $79,513 Shares 1,068 Est. Cost $56.59 Unrealized
NDSN NORDSON CORP 0.0%
Value $10,861 Shares 36 Est. Cost $242.58 Unrealized
DGRE WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND 0.0%
Value $6,553 Shares 160 Est. Cost $24.31 Unrealized
DXUV DIMENSIONAL US VECTOR EQUITY ETF 0.0%
Value $11,361 Shares 171 Est. Cost $59.49 Unrealized
SWX SOUTHWEST GAS HLDGS INC COM 0.0%
Value $62,076 Shares 700 Est. Cost $72.19 Unrealized
NYXH NYXOAH S A SHS 0.0%
Value $1,690 Shares 1,000 Est. Cost $6.55 Unrealized
NMAX NEWSMAX INC COM SHS CLASS B 0.0%
Value $3,312 Shares 400 Est. Cost $26.20 Unrealized
RACE FERRARI N V COM 0.0%
Value $13,402 Shares 36 Est. Cost $363.32 Unrealized
PGEN PRECIGEN INC COM 0.0%
Value $3,762 Shares 660 Est. Cost $3.43 Unrealized
WYNN WYNN RESORTS LTD 0.0%
Value $23,708 Shares 244 Est. Cost $88.97 Unrealized
CALAMOS LNG SHR EQT DYNAMIC TR COM 0.0%
Value $31,680 Shares 2,422 Est. Cost $15.88 Unrealized
WY WEYERHAEUSER CO COM NEW 0.0%
Value $62,817 Shares 2,624 Est. Cost $28.46 Unrealized
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.0%
Value $13,073 Shares 446 Est. Cost $24.65 Unrealized
SYLD CAMBRIA SHAREHOLDER YIELD ETF 0.0%
Value $25,308 Shares 320 Est. Cost $62.70 Unrealized
CERY STATE STREET SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 E 0.0%
Value $21,663 Shares 648 Est. Cost $27.71 Unrealized
PSCU INVESCO S&P SMALLCAP UTILITIES & COMMUNICATION SERVICES ETF 0.0%
Value $13,212 Shares 200 Est. Cost $66.01 Unrealized
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value $2,512 Shares 16 Est. Cost $31.70 Unrealized
FEZ STATE STREET SPDR EURO STOXX 50 ETF 0.0%
Value $11,676 Shares 170 Est. Cost $59.73 Unrealized
NUVEEN S&P 500 DYNAMIC OVERWRI COM 0.0%
Value $8,090 Shares 434 Est. Cost $16.07 Unrealized
OPFI OPPFI INC COM CL A 0.0%
Value $4,965 Shares 500 Est. Cost $9.59 Unrealized
URBN URBAN OUTFITTERS INC COM 0.0%
Value $10,416 Shares 147 Est. Cost $34.05 Unrealized
LYG LLOYDS TSB GROUP PLC 0.0%
Value $7,975 Shares 1,368 Est. Cost $5.30 Unrealized
INVESCO VALUE MUN INCOME TR COM 0.0%
Value $23,996 Shares 1,885 Est. Cost $13.83 Unrealized
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.0%
Value $48,318 Shares 9,683 Est. Cost $6.32 Unrealized
PR PERMIAN RESOURCES CORP CLASS A COM 0.0%
Value $6,628 Shares 360 Est. Cost $11.98 Unrealized
CTVA CORTEVA INC COM 0.0%
Value $478K Shares 5,640 Est. Cost $42.05 Unrealized
KGC KINROSS GOLD CORP COM 0.0%
Value $3,543 Shares 150 Est. Cost $9.36 Unrealized
IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF 0.0%
Value $14,164 Shares 155 Est. Cost $63.90 Unrealized
ESI ELEMENT SOLUTIONS INC COM 0.0%
Value $3,581 Shares 75 Est. Cost $18.13 Unrealized
FNLC FIRST BANCORP INC ME COM 0.0%
Value $5,223 Shares 150 Est. Cost $25.42 Unrealized
BMAR INNOVATOR U.S. EQUITY BUFFER ETF - MARCH 0.0%
Value $11,410 Shares 198 Est. Cost $34.66 Unrealized
SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 0.0%
Value $7,034 Shares 46 Est. Cost $99.28 Unrealized
ESUM EVENTIDE US MARKET ETF 0.0%
Value $6,862 Shares 224 Est. Cost $25.99 Unrealized
CELH CELSIUS HLDGS INC COM NEW 0.0%
Value $4,685 Shares 160 Est. Cost $50.69 Unrealized
TPR COACH INC 0.0%
Value $23,567 Shares 161 Est. Cost $130.64 Unrealized
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.0%
Value $72,050 Shares 1,250 Est. Cost $57.94 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value $12,561 Shares 130 Est. Cost $86.85 Unrealized
EAT BRINKER INTL INC 0.0%
Value $6,384 Shares 38 Est. Cost $156.94 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value $31,808 Shares 737 Est. Cost $63.50 Unrealized
WCN WASTE CONNECTIONS INC COM 0.0%
Value $37,505 Shares 225 Est. Cost $170.02 Unrealized
ERII ENERGY RECOVERY INC 0.0%
Value $8,118 Shares 900 Est. Cost $14.57 Unrealized
DRLL STRIVE U.S. ENERGY ETF 0.0%
Value $5,275 Shares 157 Est. Cost $28.27 Unrealized
ONEQ FIDELITY COMWLTH TR 0.0%
Value $5,264 Shares 51 Est. Cost $59.24 Unrealized
DHC SENIOR HOUSING PROPERTIES TRUST 0.0%
Value $3,255 Shares 350 Est. Cost $2.30 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value $3,616 Shares 200 Est. Cost $36.90 Unrealized
BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value $17,076 Shares 1,537 Est. Cost $13.13 Unrealized
RIOT RIOT PLATFORMS INC COM 0.0%
Value $1,643 Shares 60 Est. Cost $11.44 Unrealized
BTU PEABODY ENERGY CORP 0.0%
Value $2,104 Shares 91 Est. Cost $23.61 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value $43,852 Shares 260 Est. Cost $283.79 Unrealized
INEQ COLUMBIA INTERNATIONAL EQUITY INCOME ETF 0.0%
Value $78,376 Shares 2,034 Est. Cost $35.81 Unrealized
BCE BCE INC COM NEW 0.0%
Value $5,144 Shares 239 Est. Cost $26.87 Unrealized
DVYA ISHARES ASIA/PACIFIC DIVIDEND ETF 0.0%
Value $42,563 Shares 900 Est. Cost $37.78 Unrealized
BLV VANGUARD LONG-TERM BOND ETF 0.0%
Value $148K Shares 2,140 Est. Cost $72.74 Unrealized
SCHY SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF 0.0%
Value $73,422 Shares 2,314 Est. Cost $24.68 Unrealized
OUST OUSTER INC COM NEW 0.0%
Value $1,188 Shares 19 Est. Cost $9.50 Unrealized
FRANKLIN MANAGED MUN INCOME TR COM 0.0%
Value $13,891 Shares 2,124 Est. Cost $8.06 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value $9,544 Shares 100 Est. Cost $113.40 Unrealized
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value $22,067 Shares 1,724 Est. Cost $11.82 Unrealized
TDC TERADATA CORP DEL COM 0.0%
Value $3,084 Shares 89 Est. Cost $38.72 Unrealized
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.0%
Value $21,798 Shares 300 Est. Cost $162.11 Unrealized
TRST TRUSTCO BK CORP N Y COM NEW 0.0%
Value $3,789 Shares 69 Est. Cost $30.17 Unrealized
VFMV VANGUARD U.S. MINIMUM VOLATILITY ETF 0.0%
Value $16,280 Shares 117 Est. Cost $128.30 Unrealized
IPX IPERIONX LTD SPONSORED ADS 0.0%
Value $6,124 Shares 206 Est. Cost $26.04 Unrealized
CCOI COGENT COMM HOLDINGS INC COM NEW 0.0%
Value $2,082 Shares 150 Est. Cost $56.89 Unrealized
BJUL INNOVATOR U.S. EQUITY BUFFER ETF - JULY 0.0%
Value $8,690 Shares 160 Est. Cost $47.13 Unrealized
DMLP DORCHESTER MINERALS L P COM UNIT 0.0%
Value $10,100 Shares 400 Est. Cost $18.24 Unrealized
ICLN ISHARES TR S&P GLOBAL CLEAN ENERGY INDEX 0.0%
Value $6,735 Shares 329 Est. Cost $14.20 Unrealized
DLX DELUXE CORP MEDIUM TERM NTS COM 0.0%
Value $4,776 Shares 200 Est. Cost $17.65 Unrealized
BAPR INNOVATOR U.S. EQUITY BUFFER ETF - APRIL 0.0%
Value $9,054 Shares 170 Est. Cost $45.19 Unrealized
PTCT PTC THERAPEUTICS INC COM 0.0%
Value $4,405 Shares 54 Est. Cost $55.13 Unrealized
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value $7,247 Shares 186 Est. Cost $50.45 Unrealized
HANCOCK JOHN FINL OPPTYS SH BEN INT NEW 0.0%
Value $7,884 Shares 200 Est. Cost $26.26 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value $3,422 Shares 13 Est. Cost $284.30 Unrealized
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value $1,936 Shares 19 Est. Cost $108.51 Unrealized
VOD VODAFONE GROUP NEW ADR F 0.0%
Value $5,145 Shares 389 Est. Cost $16.27 Unrealized
IWC ISHARES RUSSELL MICROCAP INDEX 0.0%
Value $3,401 Shares 17 Est. Cost $144.86 Unrealized
JPEF JPMORGAN EQUITY FOCUS ETF 0.0%
Value $6,426 Shares 80 Est. Cost $71.81 Unrealized
CWT CALIFORNIA WTR SVC GROUP COM 0.0%
Value $9,827 Shares 202 Est. Cost $40.26 Unrealized
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value $3,468 Shares 337 Est. Cost $13.57 Unrealized
GVIP GOLDMAN SACHS HEDGE INDUSTRY VIP ETF 0.0%
Value $2,831 Shares 15 Est. Cost $145.73 Unrealized
CSB VICTORYSHARES US SMALL CAP HIGH DIVIDEND VOLATILITY WTD ETF 0.0%
Value $9,929 Shares 151 Est. Cost $52.21 Unrealized
HODL VANECK BITCOIN ETF 0.0%
Value $4,153 Shares 250 Est. Cost $36.80 Unrealized
FSK FS INVESTMENT CORPORATION 0.0%
Value $20,559 Shares 1,958 Est. Cost $13.28 Unrealized
TMQ TRILOGY METALS INC NEW COM 0.0%
Value $27,508 Shares 7,837 Est. Cost $1.44 Unrealized
WAT WATERS CORP COM 0.0%
Value $3,000 Shares 8 Est. Cost $360.89 Unrealized
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.0%
Value $6,118 Shares 147 Est. Cost $34.26 Unrealized
KOMP STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 0.0%
Value $3,361 Shares 47 Est. Cost $62.26 Unrealized
CGNG CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF 0.0%
Value $3,896 Shares 104 Est. Cost $31.23 Unrealized
SR SPIRE INC COM 0.0%
Value $3,826 Shares 49 Est. Cost $85.76 Unrealized
FIG FIGMA INC CLASS A COM STK 0.0%
Value $3,618 Shares 200 Est. Cost $28.40 Unrealized
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value $13,535 Shares 2,330 Est. Cost $6.06 Unrealized
HTO H2O AMERICA COM 0.0%
Value $17,319 Shares 285 Est. Cost $58.52 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value $461K Shares 8,504 Est. Cost $34.21 Unrealized
SNX TD SYNNEX CORPORATION COM 0.0%
Value $1,604 Shares 6 Est. Cost $116.29 Unrealized
TCAL T. ROWE PRICE CAPITAL APPRECIATION PREMIUM INCOME ETF 0.0%
Value $86,580 Shares 3,900 Est. Cost $23.57 Unrealized
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 0.0%
Value $8,530 Shares 198 Est. Cost $35.68 Unrealized
ONON ON HLDG AG NAMEN AKT A 0.0%
Value $14,558 Shares 411 Est. Cost $41.59 Unrealized
DJD INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF 0.0%
Value $9,506 Shares 150 Est. Cost $49.18 Unrealized
WESTERN ASSET DIVERSIFIED INCM COM SHS BEN INT 0.0%
Value $61,251 Shares 4,517 Est. Cost $14.59 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value $3,370 Shares 298 Est. Cost $16.44 Unrealized
CRON CRONOS GROUP INC COM 0.0%
Value $5,560 Shares 2,000 Est. Cost $1.97 Unrealized
POWA INVESCO BLOOMBERG PRICING POWER ETF 0.0%
Value $17,768 Shares 200 Est. Cost $86.15 Unrealized
BX BLACKSTONE INC COM 0.0%
Value $23,534 Shares 200 Est. Cost $108.68 Unrealized
EJUL INNOVATOR EMERGING MARKETS POWER BUFFER ETF - JULY 0.0%
Value $12,214 Shares 391 Est. Cost $23.00 Unrealized
CGMM CAPITAL GROUP U.S. SMALL AND MID CAP ETF 0.0%
Value $4,781 Shares 145 Est. Cost $26.88 Unrealized
ORI OLD REP INTL CORP COM 0.0%
Value $20,460 Shares 500 Est. Cost $36.04 Unrealized
CNX CONSOL ENERGY INC 0.0%
Value $3,664 Shares 108 Est. Cost $18.00 Unrealized
CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 0.0%
Value $136K Shares 4,967 Est. Cost $27.46 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.0%
Value $64,603 Shares 796 Est. Cost $78.70 Unrealized
ONEY STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF 0.0%
Value $7,814 Shares 61 Est. Cost $108.87 Unrealized
BBH VANECK BIOTECH ETF 0.0%
Value $6,536 Shares 32 Est. Cost $165.69 Unrealized
EAOA ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF 0.0%
Value $4,542 Shares 100 Est. Cost $36.64 Unrealized
ARTNA ARTESIAN RES CORP CL A 0.0%
Value $7,648 Shares 225 Est. Cost $38.47 Unrealized
COHEN & STEERS TOTAL RETURN COM 0.0%
Value $29,545 Shares 2,610 Est. Cost $11.87 Unrealized
EMHC STATE STREET SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF 0.0%
Value $18,546 Shares 729 Est. Cost $23.92 Unrealized
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value $8,986 Shares 618 Est. Cost $15.47 Unrealized
JPSE JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF 0.0%
Value $3,610 Shares 60 Est. Cost $45.20 Unrealized
MSTU T-REX 2X LONG MSTR DAILY TARGET ETF 0.0%
Value $284 Shares 175 Est. Cost $8.31 Unrealized
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.0%
Value $2,790 Shares 114 Est. Cost $34.45 Unrealized
ECC EAGLE POINT CR CO COM 0.0%
Value $41,962 Shares 11,280 Est. Cost $7.14 Unrealized
RBLX ROBLOX CORP CL A 0.0%
Value $9,843 Shares 181 Est. Cost $83.02 Unrealized
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value $3,209 Shares 26 Est. Cost $101.88 Unrealized
UHAL U HAUL HOLDING COMPANY COM 0.0%
Value $1,636 Shares 25 Est. Cost $72.51 Unrealized
SN SHARKNINJA INC COM SHS 0.0%
Value $1,370 Shares 9 Est. Cost $94.98 Unrealized
CCEP COCA COLA ENTERPRISEINC 0.0%
Value $4,403 Shares 44 Est. Cost $79.48 Unrealized
BETZ ROUNDHILL SPORTS BETTING & IGAMING ETF 0.0%
Value $9,345 Shares 500 Est. Cost $28.91 Unrealized
FLEE FRANKLIN FTSE EUROPE ETF 0.0%
Value $6,449 Shares 166 Est. Cost $36.36 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value $2,517 Shares 22 Est. Cost $151.12 Unrealized
UJAN INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY 0.0%
Value $6,573 Shares 145 Est. Cost $42.51 Unrealized
TREX TREX COMPANY INC 0.0%
Value $1,501 Shares 30 Est. Cost $50.68 Unrealized
ALK ALASKA AIR GROUP INC COM 0.0%
Value $1,357 Shares 26 Est. Cost $52.50 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value $1,769 Shares 37 Est. Cost $39.90 Unrealized
SRH TOTAL RETURN FUND INC COM 0.0%
Value $8,950 Shares 500 Est. Cost $12.98 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value $22,551 Shares 303 Est. Cost $49.41 Unrealized
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.0%
Value $7,244 Shares 106 Est. Cost $60.62 Unrealized
IBND STATE STREET SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF 0.0%
Value $122K Shares 3,920 Est. Cost $30.52 Unrealized
NTR NUTRIEN LTD COM 0.0%
Value $1,951 Shares 31 Est. Cost $68.11 Unrealized
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value $5,241 Shares 37 Est. Cost $108.24 Unrealized
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value $26,729 Shares 1,370 Est. Cost $14.50 Unrealized
BLACKROCK MUNIYILD QULT FD INC COM 0.0%
Value $7,099 Shares 612 Est. Cost $10.98 Unrealized
BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 0.0%
Value $82,009 Shares 4,415 Est. Cost $18.51 Unrealized
HEZU ISHARES CURRENCY HEDGED MSCI EUROZONE ETF 0.0%
Value $2,909 Shares 58 Est. Cost $42.17 Unrealized
AVA AVISTA CORP COM 0.0%
Value $19,760 Shares 483 Est. Cost $35.89 Unrealized
SD SANDRIDGE ENERGY INC COM NEW 0.0%
Value $1,918 Shares 140 Est. Cost $20.03 Unrealized
PCG PG&E CORP COM 0.0%
Value $10,529 Shares 626 Est. Cost $16.51 Unrealized
REMX VANECK RARE EARTH AND STRATEGIC METALS ETF 0.0%
Value $61,494 Shares 695 Est. Cost $85.79 Unrealized
INVA INNOVIVA INC COM 0.0%
Value $13,172 Shares 580 Est. Cost $19.87 Unrealized
VC VISTEON CORP COM NEW 0.0%
Value $4,167 Shares 42 Est. Cost $108.81 Unrealized
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value $15,817 Shares 541 Est. Cost $28.89 Unrealized
OPRX OPTIMIZERX CORP COM NEW 0.0%
Value $3,432 Shares 600 Est. Cost $13.96 Unrealized
PZA POWERSHARES GLOBAL EXCHANGE TRADED FD TR INSURED NATL 0.0%
Value $14,488 Shares 616 Est. Cost $27.60 Unrealized
GLDG GOLDMINING INC COM 0.0%
Value $1,043 Shares 1,150 Est. Cost $0.92 Unrealized
GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF 0.0%
Value $1,924 Shares 37 Est. Cost $33.18 Unrealized
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.0%
Value $14,483 Shares 208 Est. Cost $48.74 Unrealized
ITRI ITRON INC 0.0%
Value $8,653 Shares 100 Est. Cost $62.19 Unrealized
FXF INVESCO CURRENCYSHARES SWISS FRANC TRUST 0.0%
Value $24,210 Shares 222 Est. Cost $110.41 Unrealized
SM SM ENERGY COMPANY COM 0.0%
Value $1,514 Shares 58 Est. Cost $36.99 Unrealized
EUAD SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF 0.0%
Value $8,470 Shares 201 Est. Cost $42.09 Unrealized
GROY GOLD ROYALTY CORP COMMON SHARES 0.0%
Value $966 Shares 350 Est. Cost $1.57 Unrealized
ABERDEEN MULTI-MARKET INCOME SH BEN INT 0.0%
Value $5,641 Shares 1,282 Est. Cost $4.65 Unrealized
FNCL FIDELITY MSCI FINANCIALS INDEX ETF 0.0%
Value $3,369 Shares 44 Est. Cost $69.52 Unrealized
ETSY ETSY INC COM 0.0%
Value $829 Shares 11 Est. Cost $54.28 Unrealized
CFR CULLEN FROST BANKERS INC COM 0.0%
Value $2,472 Shares 16 Est. Cost $106.95 Unrealized
GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST 0.0%
Value $1,668 Shares 21 Est. Cost $39.53 Unrealized
SIZE ISHARES MSCI USA SIZE FACTOR ETF 0.0%
Value $2,533 Shares 14 Est. Cost $154.57 Unrealized
AVNS AVANOS MED INC COM 0.0%
Value $622 Shares 25 Est. Cost $19.93 Unrealized
SBLK STAR BULK CARRIERS CORP. SHS PAR 0.0%
Value $3,358 Shares 134 Est. Cost $24.09 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value $72,086 Shares 6,650 Est. Cost $14.68 Unrealized
FLTB FIDELITY LIMITED TERM BOND ETF 0.0%
Value $95,046 Shares 1,896 Est. Cost $50.63 Unrealized
PXF INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF 0.0%
Value $3,479 Shares 46 Est. Cost $52.13 Unrealized
XXI TWENTY ONE CAP INC COM SHS CL A 0.0%
Value $896 Shares 181 Est. Cost $15.69 Unrealized
SSYS STRATASYS LTD 0.0%
Value $2,996 Shares 350 Est. Cost $13.96 Unrealized
FMAT FIDELITY MSCI MATERIALS INDEX ETF 0.0%
Value $17,553 Shares 300 Est. Cost $33.33 Unrealized
SOBO SOUTH BOW CORP COM 0.0%
Value $4,286 Shares 122 Est. Cost $24.08 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC COM 0.0%
Value $1,180 Shares 7 Est. Cost $128.24 Unrealized
UI UBIQUITI INC COM 0.0%
Value $534 Shares 1 Est. Cost $364.15 Unrealized
BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF 0.0%
Value $57,142 Shares 3,433 Est. Cost $16.60 Unrealized
TACT TRANSACT TECHNOLOGIES INC COM 0.0%
Value $584 Shares 100 Est. Cost $3.73 Unrealized
CHH CHOICE HOTELS INTL INC COM 0.0%
Value $3,970 Shares 36 Est. Cost $115.25 Unrealized
CRS CARPENTER TECHNOLOGY CORP COM 0.0%
Value $617 Shares 1 Est. Cost $217.46 Unrealized
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR 0.0%
Value $1,401 Shares 17 Est. Cost $66.66 Unrealized
FTXO FIRST TRUST NASDAQ BANK ETF 0.0%
Value $1,777 Shares 43 Est. Cost $32.14 Unrealized
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 0.0%
Value $8,931 Shares 165 Est. Cost $41.15 Unrealized
NTRA NATERA INC COM 0.0%
Value $814 Shares 3 Est. Cost $146.08 Unrealized
OKLO OKLO INC COM CL A 0.0%
Value $4,082 Shares 78 Est. Cost $47.44 Unrealized
NANC UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF 0.0%
Value $1,268 Shares 25 Est. Cost $41.92 Unrealized
CVM CEL-SCI CORP COM NEW 0.0%
Value $101 Shares 97 Est. Cost $5.23 Unrealized
ASST STRIVE INC CL A COM 0.0%
Value $2,564 Shares 235 Est. Cost $14.32 Unrealized
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND 0.0%
Value $18,663 Shares 386 Est. Cost $48.58 Unrealized
VOYA VOYA FINANCIAL INC COM 0.0%
Value $815 Shares 9 Est. Cost $65.95 Unrealized
AMG AFFILIATED MANAGERS GROUP COM 0.0%
Value $1,015 Shares 3 Est. Cost $173.74 Unrealized
MDB MONGODB INC CL A 0.0%
Value $672 Shares 2 Est. Cost $244.81 Unrealized
MUR MURPHY OIL CORP COM 0.0%
Value $684 Shares 21 Est. Cost $21.36 Unrealized
IOT SAMSARA INC COM CL A 0.0%
Value $7,945 Shares 245 Est. Cost $34.82 Unrealized
ESLT ELBIT SYS LTD ORD 0.0%
Value $1,517 Shares 2 Est. Cost $699.66 Unrealized
SPLB STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF 0.0%
Value $22,400 Shares 1,000 Est. Cost $23.12 Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.0%
Value $52,446 Shares 1,206 Est. Cost $37.51 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value $1,273 Shares 19 Est. Cost $73.04 Unrealized
EXPO EXPONENT INC COM 0.0%
Value $1,587 Shares 27 Est. Cost $80.18 Unrealized
EWU ISHARES MSCI UNITED KINGDOM ETF 0.0%
Value $13,842 Shares 300 Est. Cost $43.98 Unrealized
IVOG VANGUARD S&P ETF MIDCAP 400 GROWTH 0.0%
Value $1,153 Shares 8 Est. Cost $168.75 Unrealized
RITM NEW RESIDENTIAL INVESTMENT CORP 0.0%
Value $17,202 Shares 1,832 Est. Cost $9.81 Unrealized
VYX NCR VOYIX CORPORATION COM 0.0%
Value $727 Shares 89 Est. Cost $25.84 Unrealized
PULS PGIM ULTRA SHORT BOND ETF 0.0%
Value $160K Shares 3,236 Est. Cost $49.61 Unrealized
IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF 0.0%
Value $18,918 Shares 826 Est. Cost $22.91 Unrealized
ABAT AMERICAN BATTERY TECHNOLOGY COM NEW 0.0%
Value $11,320 Shares 4,000 Est. Cost $4.29 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value $944 Shares 4 Est. Cost $147.64 Unrealized
PCM FD INC COM 0.0%
Value $6,629 Shares 1,188 Est. Cost $6.33 Unrealized
NB NIOCORP DEVS LTD COM NEW 0.0%
Value $2,053 Shares 426 Est. Cost $6.88 Unrealized
AIZ ASSURANT INC COM 0.0%
Value $806 Shares 3 Est. Cost $194.44 Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value $424 Shares 50 Est. Cost $35.52 Unrealized
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value $1,030 Shares 9 Est. Cost $110.17 Unrealized
ST SENSATA TECHNOLOGIESHLDGS NV COM EUR0.01 0.0%
Value $573 Shares 12 Est. Cost $24.54 Unrealized
ESS ESSEX PPTY TR INC COM 0.0%
Value $875 Shares 3 Est. Cost $256.89 Unrealized
LAMR LAMAR ADVERTISING CO CL A 0.0%
Value $780 Shares 5 Est. Cost $114.64 Unrealized
WCC WESCO INTERNATIONAL INC 0.0%
Value $691 Shares 2 Est. Cost $172.45 Unrealized
USL UNITED STATES 12 MONTH OIL FUND LP 0.0%
Value $2,269 Shares 50 Est. Cost $37.02 Unrealized
DFNM DFA Dimensional National Municipal Bond ETF 0.0%
Value $15,391 Shares 318 Est. Cost $46.39 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value $2,595 Shares 41 Est. Cost $46.64 Unrealized
FTXL FIRST TRUST NASDAQ SEMICONDUCTOR ETF 0.0%
Value $285 Shares 1 Est. Cost $112.00 Unrealized
POWW OUTDOOR HOLDING CO COM 0.0%
Value $1,140 Shares 500 Est. Cost $2.33 Unrealized
LYFT LYFT INC CL A COM 0.0%
Value $1,476 Shares 101 Est. Cost $45.96 Unrealized
PNFP PINNACLE FINL PARTNERS INC COM 0.0%
Value $908 Shares 9 Est. Cost $97.40 Unrealized
CRNX CRINETICS PHARMACEUTICALS INC COM 0.0%
Value $4,490 Shares 120 Est. Cost $49.21 Unrealized
HP HELMERICH & PAYNE INC COM 0.0%
Value $1,277 Shares 39 Est. Cost $32.83 Unrealized
EVR EVERCORE INC CLASS A 0.0%
Value $1,024 Shares 3 Est. Cost $218.31 Unrealized
COPJ SPROTT JUNIOR COPPER MINERS ETF 0.0%
Value $7,920 Shares 200 Est. Cost $38.97 Unrealized
EBND STATE STREET SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF 0.0%
Value $9,414 Shares 450 Est. Cost $20.35 Unrealized
HUSV FIRST TRUST HORIZON MANAGED VOLATILITY DOMESTIC ETF 0.0%
Value $5,263 Shares 134 Est. Cost $40.19 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value $709 Shares 29 Est. Cost $26.78 Unrealized
USGO US GOLDMINING INC COM 0.0%
Value $285 Shares 35 Est. Cost $8.95 Unrealized
LCII LCI INDS COM 0.0%
Value $741 Shares 7 Est. Cost $97.71 Unrealized
BPOP POPULAR INC COM NEW 0.0%
Value $657 Shares 4 Est. Cost $106.65 Unrealized
YORW YORK WTR CO COM 0.0%
Value $18,390 Shares 600 Est. Cost $35.58 Unrealized
NXRT NEXPOINT RESIDENTIAL TR INC COM 0.0%
Value $1,145 Shares 41 Est. Cost $25.00 Unrealized
AMX AMERICA MOVIL SERIES L ADR 0.0%
Value $6,030 Shares 232 Est. Cost $20.36 Unrealized
DMX DOUBLELINE MULTI-SECTOR INCOME ETF 0.0%
Value $11,646 Shares 232 Est. Cost $49.81 Unrealized
EQX EQUINOX GOLD CORP COM 0.0%
Value $243 Shares 25 Est. Cost $12.62 Unrealized
FAB FIRST TRUST MULTI CAP VALUE ALPHADEX FUND 0.0%
Value $3,663 Shares 37 Est. Cost $83.70 Unrealized
LFUS LITTELFUSE INC COM 0.0%
Value $455 Shares 1 Est. Cost $257.62 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value $1,210 Shares 10 Est. Cost $141.77 Unrealized
EXEL EXELIXIS INC COM 0.0%
Value $544 Shares 10 Est. Cost $34.86 Unrealized
OZEM ROUNDHILL GLP-1 & WEIGHT LOSS ETF 0.0%
Value $2,761 Shares 85 Est. Cost $31.14 Unrealized
MATV MATIV HOLDINGS INC COM 0.0%
Value $757 Shares 100 Est. Cost $7.78 Unrealized
RUM RUM GROUP INC COM CL A 0.0%
Value $577 Shares 91 Est. Cost $6.04 Unrealized
OBIO ORCHESTRA BIOMED HLDGS INC COM 0.0%
Value $7,318 Shares 1,696 Est. Cost $4.12 Unrealized
FLGT FULGENT GENETICS INC COM 0.0%
Value $492 Shares 24 Est. Cost $30.11 Unrealized
BLACKROCK CORPOR HI YLD FD INC COM 0.0%
Value $23,317 Shares 2,724 Est. Cost $10.63 Unrealized
WTFC WINTRUST FINL CORP COM 0.0%
Value $804 Shares 5 Est. Cost $144.74 Unrealized
ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 0.0%
Value $134K Shares 2,643 Est. Cost $50.60 Unrealized
NC NACCO INDS INC CL A 0.0%
Value $2,753 Shares 55 Est. Cost $43.54 Unrealized
OC OWENS CORNING NEW COM 0.0%
Value $318 Shares 2 Est. Cost $125.69 Unrealized
MOD MODINE MFG CO COM 0.0%
Value $534 Shares 2 Est. Cost $89.24 Unrealized
USAS AMERICAS GOLD AND SILVER CORP COM NEW 0.0%
Value $944 Shares 200 Est. Cost $4.50 Unrealized
SOUN SOUNDHOUND AI INC CLASS A COM 0.0%
Value $1,618 Shares 250 Est. Cost $12.38 Unrealized
FHN FIRST HORIZON CORPORATION COM 0.0%
Value $897 Shares 35 Est. Cost $18.55 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value $1,466 Shares 33 Est. Cost $59.18 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value $5,561 Shares 512 Est. Cost $12.26 Unrealized
CCK CROWN HLDGS INC COM 0.0%
Value $895 Shares 8 Est. Cost $92.17 Unrealized
BSCV INVESCO BULLETSHARES 2031 CORPORATE BOND ETF 0.0%
Value $19,613 Shares 1,197 Est. Cost $16.05 Unrealized
PGIM HIGH YIELD BOND FUND INC COM 0.0%
Value $11,388 Shares 872 Est. Cost $14.17 Unrealized
AEG AEGON LTD AMER REG 1 CERT 0.0%
Value $608 Shares 72 Est. Cost $4.81 Unrealized
FTMH FRANKLIN MUNICIPAL HIGH YIELD ETF 0.0%
Value $2,756 Shares 232 Est. Cost $11.57 Unrealized
CGGE CAPITAL GROUP GLOBAL EQUITY ETF 0.0%
Value $601 Shares 17 Est. Cost $31.76 Unrealized
BOC BOSTON OMAHA CORP CL A COM STK 0.0%
Value $546 Shares 40 Est. Cost $27.27 Unrealized
L LOEWS CORP COM 0.0%
Value $1,359 Shares 12 Est. Cost $85.29 Unrealized
VOXR VOX ROYALTY CORP COM 0.0%
Value $710 Shares 150 Est. Cost $3.41 Unrealized
OBE OBSIDIAN ENERGY LTD COM 0.0%
Value $455 Shares 56 Est. Cost $7.00 Unrealized
LINE LINEAGE INC COM 0.0%
Value $303 Shares 7 Est. Cost $35.00 Unrealized
AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 0.0%
Value $1,671 Shares 16 Est. Cost $99.88 Unrealized
BSCW INVESCO BULLETSHARES 2032 CORPORATE BOND ETF 0.0%
Value $18,931 Shares 923 Est. Cost $20.59 Unrealized
UTL UNITIL CORP COM 0.0%
Value $7,904 Shares 150 Est. Cost $48.66 Unrealized
BRO BROWN & BROWN INC COM 0.0%
Value $4,041 Shares 63 Est. Cost $100.04 Unrealized
BOKF BOK FINL CORP COM NEW 0.0%
Value $833 Shares 6 Est. Cost $92.32 Unrealized
CVLT COMMVAULT SYS INC COM 0.0%
Value $142 Shares 1 Est. Cost $102.88 Unrealized
GAP GAP INC COM 0.0%
Value $205 Shares 11 Est. Cost $21.86 Unrealized
BCSF BAIN CAP SPECIALTY FIN INC COM STK 0.0%
Value $6,260 Shares 500 Est. Cost $11.20 Unrealized
AOS SMITH A O CORP COM 0.0%
Value $1,129 Shares 18 Est. Cost $67.27 Unrealized
GH GUARDANT HEALTH INC COM 0.0%
Value $150 Shares 1 Est. Cost $107.45 Unrealized
WAL WESTERN ALLIANCE BANCORP COM 0.0%
Value $411 Shares 5 Est. Cost $88.07 Unrealized
OGI ORGANIGRAM GLOBAL INC COM 0.0%
Value $179 Shares 175 Est. Cost $1.22 Unrealized
PJT PJT PARTNERS INC COM CL A 0.0%
Value $755 Shares 5 Est. Cost $44.39 Unrealized
FRANKLIN LTD DURATION INCOME T COM 0.0%
Value $7,942 Shares 1,372 Est. Cost $7.47 Unrealized
TXT TEXTRON INC COM 0.0%
Value $1,192 Shares 13 Est. Cost $62.44 Unrealized
EGP EASTGROUP PPTYS INC COM 0.0%
Value $608 Shares 3 Est. Cost $176.18 Unrealized
FR FIRST INDL RLTY TR INC COM 0.0%
Value $920 Shares 15 Est. Cost $48.13 Unrealized
VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF 0.0%
Value $30,393 Shares 300 Est. Cost $101.14 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value $542 Shares 1 Est. Cost $336.31 Unrealized
H HYATT HOTELS CORP COM CL A 0.0%
Value $194 Shares 1 Est. Cost $164.53 Unrealized
NLOP NET LEASE OFFICE PROPERTIES COM 0.0%
Value $1,402 Shares 126 Est. Cost $23.54 Unrealized
AD ARRAY DIGITAL INFRASTRUCTURE I COM 0.0%
Value $181 Shares 5 Est. Cost $45.01 Unrealized
IRTC IRHYTHM HOLDINGS INC COM 0.0%
Value $6,304 Shares 53 Est. Cost $90.92 Unrealized
CTGO CONTANGO SILVER & GOLD INC COM 0.0%
Value $253 Shares 16 Est. Cost $28.64 Unrealized
CRUS CIRRUS LOGIC INC COM 0.0%
Value $1,782 Shares 12 Est. Cost $97.97 Unrealized
RMBS RAMBUS INC DEL COM 0.0%
Value $133 Shares 1 Est. Cost $104.73 Unrealized
BF/B BROWN FORMAN CORP CL B 0.0%
Value $5,240 Shares 197 Est. Cost $28.37 Unrealized
DCRE DOUBLELINE COMMERCIAL REAL ESTATE DEBT ETF 0.0%
Value $17,442 Shares 337 Est. Cost $51.87 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value $166K Shares 8,490 Est. Cost $19.51 Unrealized
BROS DUTCH BROS INC CL A 0.0%
Value $144 Shares 2 Est. Cost $56.86 Unrealized
AXE COMPUTE INC COM NEW 0.0%
Value $53 Shares 7 Est. Cost $13.16 Unrealized
HRTX HERON THERAPEUTICS INC COM 0.0%
Value $47 Shares 110 Est. Cost $7.32 Unrealized
PLUG PLUG PWR INC COM NEW 0.0%
Value $249 Shares 92 Est. Cost $7.05 Unrealized
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value $79,657 Shares 4,061 Est. Cost $19.61 Unrealized
WMS ADVANCED DRAIN SYS INC DEL COM 0.0%
Value $314 Shares 2 Est. Cost $161.20 Unrealized
VNO VORNADO RLTY TR SH BEN INT 0.0%
Value $118 Shares 3 Est. Cost $26.00 Unrealized
SPMB STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 0.0%
Value $10,686 Shares 479 Est. Cost $22.44 Unrealized
BLACKROCK DEBT STRATEGIES FD I COM NEW 0.0%
Value $3,199 Shares 330 Est. Cost $10.07 Unrealized
BBIO BRIDGEBIO PHARMA INC COM 0.0%
Value $37,314 Shares 501 Est. Cost $41.41 Unrealized
EPP ISHARES MSCI PACIFIC EX-JAPAN ETF 0.0%
Value $15,871 Shares 298 Est. Cost $49.99 Unrealized
ZION ZIONS BANCORPORATION NATL ASSN COM 0.0%
Value $208 Shares 3 Est. Cost $60.85 Unrealized
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value $2,555 Shares 2 Est. Cost $1203.48 Unrealized
NXST NEXSTAR MEDIA GROUP INC COMMON STOCK 0.0%
Value $2,679 Shares 15 Est. Cost $117.01 Unrealized
BALL BALL CORP COM 0.0%
Value $624 Shares 10 Est. Cost $59.00 Unrealized
MAC MACERICH CO COM 0.0%
Value $127 Shares 5 Est. Cost $16.60 Unrealized
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.0%
Value $7,379 Shares 126 Est. Cost $44.53 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value $180 Shares 2 Est. Cost $75.00 Unrealized
BYND BEYOND MEAT INC COM 0.0%
Value $461 Shares 615 Est. Cost $10.20 Unrealized
BXP BXP INC COM 0.0%
Value $133 Shares 2 Est. Cost $61.05 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value $227 Shares 1 Est. Cost $207.91 Unrealized
TMHC TAYLOR MORRISON HOME CORP COM 0.0%
Value $143 Shares 2 Est. Cost $63.93 Unrealized
BBCB JPMORGAN BETABUILDERS USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $47,772 Shares 1,054 Est. Cost $45.27 Unrealized
ZETA ZETA GLOBAL HOLDINGS CORP CL A 0.0%
Value $138 Shares 7 Est. Cost $13.28 Unrealized
BRSL BRIGHTSTAR LOTTERY PLC SHS USD 0.0%
Value $139 Shares 13 Est. Cost $14.25 Unrealized
CHPT CHARGEPOINT HOLDINGS INC COM SHS 0.0%
Value $148 Shares 25 Est. Cost $11.45 Unrealized
FFIN FIRST FINL BANKSHARES INC COM 0.0%
Value $173 Shares 5 Est. Cost $32.61 Unrealized
CLH CLEAN HARBORS, INC 0.0%
Value $598 Shares 2 Est. Cost $137.88 Unrealized
MLI MUELLER INDS INC COM 0.0%
Value $246 Shares 2 Est. Cost $74.93 Unrealized
AIVI WISDOMTREE INTERNATIONAL AI ENHANCED VALUE FUND 0.0%
Value $619 Shares 11 Est. Cost $39.36 Unrealized
IDOG ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF 0.0%
Value $1,992 Shares 48 Est. Cost $29.96 Unrealized
STAG STAG INDUSTRIAL INC COM 0.0%
Value $419 Shares 11 Est. Cost $36.48 Unrealized
SSB SOUTHSTATE BK CORP COM 0.0%
Value $300 Shares 3 Est. Cost $100.90 Unrealized
ALV AUTOLIV INC 0.0%
Value $232 Shares 2 Est. Cost $110.90 Unrealized
WU WESTERN UN CO COM 0.0%
Value $154 Shares 20 Est. Cost $8.75 Unrealized
NUVEEN MINN QUALITY MUN INM FD SHS 0.0%
Value $2,991 Shares 247 Est. Cost $11.35 Unrealized
QUAD QUAD / GRAPHICS INC COM CL A 0.0%
Value $84 Shares 10 Est. Cost $3.06 Unrealized
GSY INVESCO ULTRA SHORT DURATION ETF 0.0%
Value $30,391 Shares 606 Est. Cost $50.11 Unrealized
PRMB PRIMO BRANDS CORPORATION CLASS A COM SHS 0.0%
Value $73 Shares 3 Est. Cost $18.48 Unrealized
DBND DOUBLELINE OPPORTUNISTIC CORE BOND ETF 0.0%
Value $23,025 Shares 505 Est. Cost $46.17 Unrealized
NXDT NEXPOINT DIVERSIFIED REL ET TR COM NEW 0.0%
Value $161 Shares 31 Est. Cost $4.68 Unrealized
BBAX JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF 0.0%
Value $2,335 Shares 39 Est. Cost $50.03 Unrealized
WHR WHIRLPOOL CORP COM 0.0%
Value $39 Shares 1 Est. Cost $97.69 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value $35 Shares 4 Est. Cost $18.08 Unrealized
MRAM EVERSPIN TECHNOLOGIES INC COM 0.0%
Value $24 Shares 1 Est. Cost $5.79 Unrealized
BIO BIO RAD LABS INC CL A 0.0%
Value $294 Shares 1 Est. Cost $286.82 Unrealized
PHIN PHINIA INC COMMON STOCK 0.0%
Value $82 Shares 1 Est. Cost $31.24 Unrealized
MRP MILLROSE PPTYS INC COM CL A 0.0%
Value $210 Shares 7 Est. Cost $28.57 Unrealized
COKE COCA COLA CONS INC COM 0.0%
Value $3,437 Shares 18 Est. Cost $159.23 Unrealized
WESTERN ASSET INVT GRADE OPPOR COM 0.0%
Value $11,413 Shares 708 Est. Cost $18.56 Unrealized
VCLT VANGUARD LONG TERM CORP BOND FD ETF 0.0%
Value $1,881 Shares 25 Est. Cost $77.64 Unrealized
CARG CARGURUS INC COM CL A 0.0%
Value $11,420 Shares 335 Est. Cost $35.77 Unrealized
AMC AMC ENTMT HLDGS INC CL A NEW 0.0%
Value $27 Shares 14 Est. Cost $29.64 Unrealized
RNA ATRIUM THERAPEUTICS INC COM 0.0%
Value $1,870 Shares 139 Est. Cost $13.37 Unrealized
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value $377 Shares 3 Est. Cost $137.91 Unrealized
QTTB Q32 BIO INC COM 0.0%
Value $25 Shares 2 Est. Cost $13.78 Unrealized
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value $5,440 Shares 115 Est. Cost $45.12 Unrealized
CXW CORECIVIC INC COM 0.0%
Value $30 Shares 1 Est. Cost $20.12 Unrealized
FVRR FIVERR INTL LTD ORD SHS 0.0%
Value $382 Shares 37 Est. Cost $101.31 Unrealized
TCRT ALAUNOS THERAPEUTICS INC COM NEW 0.0%
Value $43 Shares 19 Est. Cost $3.59 Unrealized
AGCO AGCO CORP 0.0%
Value $359 Shares 3 Est. Cost $110.56 Unrealized
BNDW VANGUARD TOTAL WORLD BOND ETF 0.0%
Value $4,249 Shares 62 Est. Cost $69.27 Unrealized
DMBS DOUBLELINE MORTGAGE ETF 0.0%
Value $17,508 Shares 357 Est. Cost $49.06 Unrealized
DECK DECKERS OUTDOOR 0.0%
Value $1,390 Shares 14 Est. Cost $109.34 Unrealized
PACS PACS GROUP INC COM SHS 0.0%
Value $43 Shares 1 Est. Cost $11.73 Unrealized
VRSN VERISIGN INC 0.0%
Value $755 Shares 3 Est. Cost $216.74 Unrealized
EMTL STATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETF 0.0%
Value $3,032 Shares 71 Est. Cost $43.10 Unrealized
LUNG PULMONX CORP COM 0.0%
Value $1,300 Shares 1,000 Est. Cost $2.09 Unrealized
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.0%
Value $98,166 Shares 1,972 Est. Cost $49.36 Unrealized
XPO XPO LOGISTICS INC 0.0%
Value $205 Shares 1 Est. Cost $170.37 Unrealized
BBWI BATH & BODY WORKS INC COM 0.0%
Value $46 Shares 2 Est. Cost $21.72 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value $27,256 Shares 256 Est. Cost $105.50 Unrealized
LDSF FIRST TRUST LOW DURATION STRATEGIC FOCUS ETF 0.0%
Value $7,749 Shares 410 Est. Cost $18.77 Unrealized
PIMCO MUN INCOME FD II COM 0.0%
Value $1,522 Shares 200 Est. Cost $14.59 Unrealized
NATL NCR ATLEOS CORPORATION COM SHS 0.0%
Value $1,910 Shares 44 Est. Cost $22.89 Unrealized
FIXD FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF 0.0%
Value $18,316 Shares 420 Est. Cost $43.78 Unrealized
PSTL POSTAL REALTY TRUST INC CL A 0.0%
Value $27 Shares 1 Est. Cost $16.00 Unrealized
BROOKFIELD REAL ASSETS INCOME SHS BEN INT 0.0%
Value $4,249 Shares 330 Est. Cost $19.94 Unrealized
U UNITY SOFTWARE INC COM 0.0%
Value $29 Shares 1 Est. Cost $31.50 Unrealized
WSR WHITESTONE REIT COM 0.0%
Value $45 Shares 2 Est. Cost $16.50 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value $73 Shares 1 Est. Cost $83.75 Unrealized
BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF 0.0%
Value $597 Shares 26 Est. Cost $23.27 Unrealized
CMC COMMERCIAL METALS CO COM 0.0%
Value $251 Shares 4 Est. Cost $76.95 Unrealized
SPTL STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value $1,757 Shares 67 Est. Cost $26.30 Unrealized
OPENW OPENDOOR TECHNOLOGIES INC WT EXP 112026 K 0.0%
Value $19 Shares 39 Est. Cost $0.90 Unrealized
CALY CALLAWAY GOLF CO COM 0.0%
Value $19 Shares 1 Est. Cost $15.34 Unrealized
GPMT GRANITE PT MTG TR INC COM STK 0.0%
Value $141 Shares 94 Est. Cost $1.45 Unrealized
GME/WS GAMESTOP CORP NEW WT EXP 103026 0.0%
Value $11 Shares 4 Est. Cost $3.00 Unrealized
STOT STATE STREET DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF 0.0%
Value $2,447 Shares 52 Est. Cost $47.25 Unrealized
EHC ENCOMPASS HEALTH CORP COM 0.0%
Value $101 Shares 1 Est. Cost $102.92 Unrealized
SNAP SNAP INC CL A 0.0%
Value $111 Shares 25 Est. Cost $9.03 Unrealized
GLPI GAMING & LEISURE P COM 0.0%
Value $757 Shares 17 Est. Cost $44.35 Unrealized
DXYZ DESTINY TECH100 INC COM SHS 0.0%
Value $77 Shares 3 Est. Cost $26.67 Unrealized
HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3 0.0%
Value $27 Shares 1 Est. Cost $27.08 Unrealized
AHRT AH RLTY TR INC COM 0.0%
Value $10 Shares 1 Est. Cost $9.00 Unrealized
ACR ACRES COMMERCIAL REALTY CORP COM NEW 0.0%
Value $36 Shares 2 Est. Cost $9.50 Unrealized
DDD 3D SYSTEMS CORPORATION 0.0%
Value $6 Shares 2 Est. Cost $2.43 Unrealized
JBLU JETBLUE AIRWAYS CORP COM 0.0%
Value $11 Shares 2 Est. Cost $5.63 Unrealized
MAT MATTEL INC COM 0.0%
Value $42 Shares 3 Est. Cost $17.94 Unrealized
KAYNE ANDERSON MLP INVT CO 0.0%
Value $129 Shares 9 Est. Cost $13.47 Unrealized
OPENL OPENDOOR TECHNOLOGIES INC WT EXP 112026 A 0.0%
Value $11 Shares 39 Est. Cost $0.52 Unrealized
FPI FARMLAND PARTNERS INC COM 0.0%
Value $11 Shares 1 Est. Cost $12.00 Unrealized
TG TREDEGAR CORP COM 0.0%
Value $947 Shares 119 Est. Cost $5.85 Unrealized
BSJR INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF 0.0%
Value $603 Shares 27 Est. Cost $21.85 Unrealized
MGOV FIRST TRUST INTERMEDIATE GOVERNMENT OPPORTUNITIES ETF 0.0%
Value $283 Shares 14 Est. Cost $20.16 Unrealized
OPENZ OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z 0.0%
Value $9 Shares 39 Est. Cost $0.40 Unrealized
VZLA VIZSLA SILVER CORP COM NEW 0.0%
Value $1,485 Shares 450 Est. Cost $4.33 Unrealized
BLACKROCK MULTI SECTOR INC TR COM 0.0%
Value $9,240 Shares 738 Est. Cost $14.60 Unrealized
DLAPQ DELTA APPAREL INC COM 0.0%
Value $0 Shares 4 Est. Cost $0.00 Unrealized
CGC CANOPY GROWTH CORPORATION COM NEW 0.0%
Value $44 Shares 46 Est. Cost $4.98 Unrealized
FXG FIRST TRUST CONSUMER ETF 0.0%
Value $1,957 Shares 28 Est. Cost $61.11 Unrealized
UXOC FT VEST U.S. EQUITY UNCAPPED ACCELERATOR ETF - OCTOBER 0.0%
Value $7,157 Shares 201 Est. Cost $35.54 Unrealized
EWW ISHARES MSCI MEXICO ETF 0.0%
Value $828 Shares 11 Est. Cost $50.45 Unrealized
FXO FIRST TRUST FINANCIALS ALPHADEX FUND 0.0%
Value $2,490 Shares 42 Est. Cost $60.69 Unrealized
DAPR FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL 0.0%
Value $10,048 Shares 253 Est. Cost $39.41 Unrealized
FXU FIRST TRUST UTILITIES ALPHADEX FUND 0.0%
Value $2,796 Shares 55 Est. Cost $44.85 Unrealized
CGUI CAPITAL GROUP ULTRA SHORT INCOME ETF 0.0%
Value $23,384 Shares 925 Est. Cost $25.19 Unrealized
DDIV FIRST TRUST DORSEY WRIGHT MOMENTUM & DIVIDEND ETF 0.0%
Value $1,958 Shares 46 Est. Cost $41.35 Unrealized
FXZ FIRST TRUST MATERIALS ALPHADEX FUND 0.0%
Value $2,005 Shares 25 Est. Cost $65.88 Unrealized