Plante Moran Financial Advisors, LLC Diversified Active

CIK: 0001424717 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 6, 2022

Total Value ($000): $535,438 (100.0% shares, 0.0% debt)

Holdings (815)

VOO VANGUARD S&P 500 ETF 23.1%
Value ($000) $123,491 Shares 297,447 Est. Cost $383.62 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 12.9%
Value ($000) $69,041 Shares 1,437,457 Est. Cost $49.11 Unrealized
PEP PEPSICO INC COM 11.6%
Value ($000) $62,010 Shares 370,472 Est. Cost $113.44 Unrealized +30.8%
SYK STRYKER CORPORATION COM 5.6%
Value ($000) $29,752 Shares 111,283 Est. Cost $138.33 Unrealized +79.5%
VXF VANGUARD EXTENDED MARKET INDEX FUND 4.6%
Value ($000) $24,602 Shares 148,507 Est. Cost $174.31 Unrealized
YUM YUM BRANDS INC COM 3.3%
Value ($000) $17,451 Shares 147,230 Est. Cost $86.60 Unrealized +32.1%
AAPL APPLE INC COM 3.1%
Value ($000) $16,562 Shares 94,852 Est. Cost $90.79 Unrealized +81.6%
SPY SPDR S&P 500 ETF 2.0%
Value ($000) $10,685 Shares 23,632 Est. Cost $230.08 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 1.7%
Value ($000) $8,892 Shares 259,385 Est. Cost $34.49 Unrealized
MSFT MICROSOFT CORP COM 1.6%
Value ($000) $8,362 Shares 27,121 Est. Cost $79.95 Unrealized +264.5%
YUMC YUM CHINA HLDGS INC COM 1.1%
Value ($000) $6,049 Shares 145,610 Est. Cost $40.27 Unrealized +17.0%
IVV ISHARES CORE S&P 500 ETF 1.1%
Value ($000) $5,834 Shares 12,860 Est. Cost $281.92 Unrealized
VV VANGUARD LARGE-CAP INDEX FUND 1.1%
Value ($000) $5,668 Shares 27,184 Est. Cost $208.20 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.0%
Value ($000) $5,454 Shares 15,454 Est. Cost $188.40 Unrealized +71.7%
MCD MCDONALDS CORP COM 0.7%
Value ($000) $3,996 Shares 16,159 Est. Cost $214.19 Unrealized +6.3%
AMZN AMAZON COM INC COM 0.7%
Value ($000) $3,694 Shares 1,133 Est. Cost $121.68 Unrealized +27.0%
NOC NORTHROP GRUMMAN CORP COM 0.6%
Value ($000) $3,342 Shares 7,472 Est. Cost $315.40 Unrealized +22.9%
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $3,032 Shares 1,090 Est. Cost $74.09 Unrealized +81.9%
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $2,755 Shares 33,353 Est. Cost $54.01 Unrealized +25.7%
VUG VANGUARD GROWTH INDEX FUND 0.5%
Value ($000) $2,666 Shares 9,270 Est. Cost $168.91 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.5%
Value ($000) $2,645 Shares 5 Est. Cost $323272.47 Unrealized +50.2%
R1 RCM INC COM 0.5%
Value ($000) $2,637 Shares 98,557 Est. Cost $25.32 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.5%
Value ($000) $2,557 Shares 33,702 Est. Cost $76.42 Unrealized
ABBV ABBVIE INC COM 0.5%
Value ($000) $2,509 Shares 15,478 Est. Cost $61.58 Unrealized +105.3%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.4%
Value ($000) $2,368 Shares 10,401 Est. Cost $197.66 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.4%
Value ($000) $2,305 Shares 13,103 Est. Cost $153.22 Unrealized
GNTX GENTEX CORP COM 0.4%
Value ($000) $2,229 Shares 76,400 Est. Cost $31.96 Unrealized -2.7%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.4%
Value ($000) $2,214 Shares 7,976 Est. Cost $181.22 Unrealized
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $2,155 Shares 14,101 Est. Cost $79.56 Unrealized +78.7%
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $1,793 Shares 642 Est. Cost $62.52 Unrealized +115.8%
V VISA INC COM CL A 0.3%
Value ($000) $1,704 Shares 7,685 Est. Cost $103.06 Unrealized +103.8%
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $1,678 Shares 12,313 Est. Cost $92.66 Unrealized +44.3%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $1,569 Shares 8,855 Est. Cost $86.43 Unrealized +75.6%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $1,525 Shares 20,668 Est. Cost $68.99 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.3%
Value ($000) $1,466 Shares 18,789 Est. Cost $70.95 Unrealized
DTE DTE ENERGY CO COM 0.3%
Value ($000) $1,427 Shares 10,791 Est. Cost $76.51 Unrealized +39.7%
ABT ABBOTT LABS COM 0.3%
Value ($000) $1,353 Shares 11,433 Est. Cost $59.48 Unrealized +94.0%
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $1,322 Shares 8,119 Est. Cost $76.11 Unrealized +61.3%
BF/B BROWN FORMAN CORP CL B 0.2%
Value ($000) $1,311 Shares 19,563 Est. Cost $33.57 Unrealized +84.5%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.2%
Value ($000) $1,284 Shares 7,954 Est. Cost $164.54 Unrealized
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $1,223 Shares 4,483 Est. Cost $19.15 Unrealized +30.7%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $1,189 Shares 2,331 Est. Cost $249.86 Unrealized +80.6%
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.2%
Value ($000) $1,189 Shares 4,790 Est. Cost $143.27 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $1,145 Shares 1,988 Est. Cost $270.89 Unrealized +84.9%
HD HOME DEPOT INC COM 0.2%
Value ($000) $1,131 Shares 3,780 Est. Cost $147.37 Unrealized +113.1%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $1,040 Shares 6,267 Est. Cost $149.56 Unrealized
AEYE INC CL A COM 0.2%
Value ($000) $1,038 Shares 189,750 Est. Cost $4.84 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 0.2%
Value ($000) $1,019 Shares 5,966 Est. Cost $114.16 Unrealized
IJH ISHARES S&P MIDCAP FUND 0.2%
Value ($000) $1,015 Shares 3,783 Est. Cost $156.42 Unrealized
GLD SPDR GOLD SHARES 0.2%
Value ($000) $1,005 Shares 5,565 Est. Cost $135.40 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.2%
Value ($000) $986 Shares 12,412 Est. Cost $46.81 Unrealized +72.1%
ADP AUTOMATIC DATA PROCESSING INC COM 0.2%
Value ($000) $964 Shares 4,235 Est. Cost $73.84 Unrealized +166.7%
PFE PFIZER INC COM 0.2%
Value ($000) $961 Shares 18,560 Est. Cost $22.10 Unrealized +92.2%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $941 Shares 6,863 Est. Cost $123.92 Unrealized +14.0%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.2%
Value ($000) $940 Shares 8,775 Est. Cost $114.57 Unrealized
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.2%
Value ($000) $873 Shares 18,738 Est. Cost $44.84 Unrealized
ESGD ISHARES MSCI EAFE ESG SELECT ETF 0.2%
Value ($000) $869 Shares 11,782 Est. Cost $75.97 Unrealized
DHR DANAHER CORPORATION COM 0.2%
Value ($000) $863 Shares 2,942 Est. Cost $202.34 Unrealized +21.4%
BF/A BROWN FORMAN CORP CL A 0.2%
Value ($000) $841 Shares 13,404 Est. Cost $21.59 Unrealized +166.9%
ORCL ORACLE CORP COM 0.2%
Value ($000) $808 Shares 9,766 Est. Cost $55.65 Unrealized +38.3%
MDY SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $781 Shares 1,586 Est. Cost $367.79 Unrealized
F FORD MTR CO DEL COM 0.1%
Value ($000) $767 Shares 45,342 Est. Cost $8.45 Unrealized +72.2%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $720 Shares 4,441 Est. Cost $105.40 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $719 Shares 3,504 Est. Cost $155.77 Unrealized
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $715 Shares 1,973 Est. Cost $382.05 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.1%
Value ($000) $715 Shares 10,803 Est. Cost $41.90 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $682 Shares 5,247 Est. Cost $108.01 Unrealized +3.8%
CMS CMS ENERGY CORP COM 0.1%
Value ($000) $651 Shares 9,308 Est. Cost $48.83 Unrealized +17.7%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $646 Shares 4,905 Est. Cost $54.32 Unrealized +144.6%
AON AON PLC SHS CL A 0.1%
Value ($000) $629 Shares 1,933 Est. Cost $198.61 Unrealized +42.4%
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $626 Shares 4,238 Est. Cost $112.44 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $610 Shares 5,438 Est. Cost $103.33 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $583 Shares 6,920 Est. Cost $49.49 Unrealized +68.5%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $579 Shares 15,717 Est. Cost $35.08 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $562 Shares 1,572 Est. Cost $212.60 Unrealized +65.4%
CMA COMERICA INC COM 0.1%
Value ($000) $562 Shares 6,219 Est. Cost $62.96 Unrealized +23.7%
AMGN AMGEN INC COM 0.1%
Value ($000) $559 Shares 2,313 Est. Cost $166.94 Unrealized +21.8%
BA BOEING CO COM 0.1%
Value ($000) $547 Shares 2,857 Est. Cost $250.38 Unrealized -19.8%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $543 Shares 2,789 Est. Cost $153.38 Unrealized +11.1%
INTC INTEL CORP COM 0.1%
Value ($000) $538 Shares 10,859 Est. Cost $26.30 Unrealized +75.6%
META META PLATFORMS INC CL A 0.1%
Value ($000) $535 Shares 2,405 Est. Cost $274.95 Unrealized -9.7%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $528 Shares 10,904 Est. Cost $36.84 Unrealized +31.6%
IJR ISHARES S&P SMALL-CAP FUND 0.1%
Value ($000) $522 Shares 4,837 Est. Cost $88.36 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $511 Shares 6,029 Est. Cost $55.94 Unrealized +28.8%
KO COCA COLA CO COM 0.1%
Value ($000) $507 Shares 8,175 Est. Cost $33.67 Unrealized +60.6%
MRK MERCK & CO INC COM 0.1%
Value ($000) $504 Shares 6,141 Est. Cost $61.79 Unrealized +13.1%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $487 Shares 2,772 Est. Cost $132.69 Unrealized +20.8%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.1%
Value ($000) $469 Shares 1,126 Est. Cost $335.56 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $468 Shares 8,394 Est. Cost $37.97 Unrealized +32.4%
NKE NIKE INC CL B 0.1%
Value ($000) $465 Shares 3,457 Est. Cost $106.60 Unrealized +23.8%
BX BLACKSTONE INC COM 0.1%
Value ($000) $453 Shares 3,568 Est. Cost $52.94 Unrealized +102.5%
UNP UNION PAC CORP COM 0.1%
Value ($000) $450 Shares 1,648 Est. Cost $149.43 Unrealized +54.3%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $441 Shares 9,416 Est. Cost $30.36 Unrealized +41.1%
PRA PROASSURANCE CORP COM 0.1%
Value ($000) $440 Shares 16,375 Est. Cost $38.33 Unrealized -35.5%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $438 Shares 3,419 Est. Cost $85.60 Unrealized
CTAS CINTAS CORP COM 0.1%
Value ($000) $433 Shares 1,019 Est. Cost $23.94 Unrealized +292.2%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $430 Shares 4,730 Est. Cost $71.95 Unrealized +19.5%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $430 Shares 1,508 Est. Cost $242.72 Unrealized +4.2%
WMT WALMART INC COM 0.1%
Value ($000) $427 Shares 2,865 Est. Cost $28.57 Unrealized +56.1%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $425 Shares 8,338 Est. Cost $40.22 Unrealized +3.2%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $416 Shares 4,164 Est. Cost $45.75 Unrealized +74.1%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.1%
Value ($000) $407 Shares 7,067 Est. Cost $58.34 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $407 Shares 6,479 Est. Cost $38.06 Unrealized +54.1%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $391 Shares 1,367 Est. Cost $109.17 Unrealized +127.6%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $384 Shares 3,917 Est. Cost $51.60 Unrealized +69.5%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $377 Shares 3,726 Est. Cost $58.45 Unrealized +57.4%
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $373 Shares 3,168 Est. Cost $76.62 Unrealized +46.4%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $367 Shares 2,677 Est. Cost $104.50 Unrealized
LEVEL ONE BANCORP INC COM 0.1%
Value ($000) $364 Shares 9,125 Est. Cost $39.89 Unrealized
CNI CANADIAN NATL RY CO COM 0.1%
Value ($000) $360 Shares 2,682 Est. Cost $90.30 Unrealized +28.1%
TSLA TESLA INC COM 0.1%
Value ($000) $357 Shares 331 Est. Cost $229.22 Unrealized +35.9%
ILMN ILLUMINA INC COM 0.1%
Value ($000) $349 Shares 1,000 Est. Cost $454.22 Unrealized -25.6%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $343 Shares 1,640 Est. Cost $181.62 Unrealized +12.1%
T AT&T INC COM 0.1%
Value ($000) $342 Shares 14,457 Est. Cost $14.98 Unrealized -0.5%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.1%
Value ($000) $341 Shares 2,190 Est. Cost $22.62 Unrealized +534.0%
ADM ARCHER DANIELS MIDLAND CO COM 0.1%
Value ($000) $340 Shares 3,767 Est. Cost $31.02 Unrealized +124.4%
TGT TARGET CORP COM 0.1%
Value ($000) $312 Shares 1,468 Est. Cost $93.38 Unrealized +104.9%
MMM 3M CO COM 0.1%
Value ($000) $311 Shares 2,090 Est. Cost $97.00 Unrealized +18.1%
INMD INMODE LTD SHS 0.1%
Value ($000) $310 Shares 8,400 Est. Cost $45.77 Unrealized -2.2%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $305 Shares 11,798 Est. Cost $20.75 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.1%
Value ($000) $305 Shares 3,035 Est. Cost $101.77 Unrealized
CWST CASELLA WASTE SYS INC CL A 0.1%
Value ($000) $298 Shares 3,400 Est. Cost $28.92 Unrealized +175.5%
AEE AMEREN CORP COM 0.1%
Value ($000) $295 Shares 3,150 Est. Cost $68.86 Unrealized +13.0%
JACOBS ENGR GROUP INC COM 0.1%
Value ($000) $295 Shares 2,144 Est. Cost $60.00 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $295 Shares 1,179 Est. Cost $193.02 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $294 Shares 2,967 Est. Cost $69.51 Unrealized +24.8%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.1%
Value ($000) $291 Shares 638 Est. Cost $278.16 Unrealized +73.0%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $290 Shares 3,087 Est. Cost $63.65 Unrealized +30.1%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $281 Shares 851 Est. Cost $283.61 Unrealized +12.8%
PLD PROLOGIS INC. COM 0.1%
Value ($000) $274 Shares 1,699 Est. Cost $104.64 Unrealized +29.4%
NEOG NEOGEN CORP COM 0.0%
Value ($000) $264 Shares 8,548 Est. Cost $32.91 Unrealized +9.2%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $262 Shares 4,826 Est. Cost $35.96 Unrealized +22.1%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $262 Shares 997 Est. Cost $217.89 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $257 Shares 1,679 Est. Cost $133.62 Unrealized +14.9%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $256 Shares 4,802 Est. Cost $71.76 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $252 Shares 3,750 Est. Cost $50.93 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $251 Shares 1,804 Est. Cost $90.23 Unrealized +49.3%
KELLOGG CO COM 0.0%
Value ($000) $250 Shares 3,875 Est. Cost $46.71 Unrealized +12.5%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $250 Shares 1,651 Est. Cost $80.73 Unrealized +82.5%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $250 Shares 2,366 Est. Cost $71.83 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $250 Shares 1,100 Est. Cost $164.93 Unrealized +13.0%
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value ($000) $246 Shares 969 Est. Cost $244.87 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $245 Shares 16,729 Est. Cost $11.29 Unrealized +15.8%
DOV DOVER CORP COM 0.0%
Value ($000) $244 Shares 1,556 Est. Cost $52.79 Unrealized +195.6%
DE DEERE & CO COM 0.0%
Value ($000) $242 Shares 582 Est. Cost $274.44 Unrealized +32.3%
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value ($000) $236 Shares 2,669 Est. Cost $53.37 Unrealized
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.0%
Value ($000) $233 Shares 4,382 Est. Cost $55.56 Unrealized
IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF 0.0%
Value ($000) $227 Shares 3,300 Est. Cost $74.64 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $227 Shares 4,335 Est. Cost $29.65 Unrealized +25.2%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $226 Shares 5,718 Est. Cost $44.38 Unrealized -14.6%
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $225 Shares 5,449 Est. Cost $29.73 Unrealized +37.3%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $224 Shares 1,747 Est. Cost $88.90 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $221 Shares 2,117 Est. Cost $49.02 Unrealized
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $219 Shares 7,943 Est. Cost $27.03 Unrealized
FTNT FORTINET INC COM 0.0%
Value ($000) $219 Shares 641 Est. Cost $20.31 Unrealized +206.2%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $216 Shares 4,008 Est. Cost $73.96 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $216 Shares 1,726 Est. Cost $137.88 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $216 Shares 5,694 Est. Cost $15.92 Unrealized +87.5%
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $215 Shares 1,229 Est. Cost $189.07 Unrealized
CACC CREDIT ACCEP CORP MICH COM 0.0%
Value ($000) $213 Shares 387 Est. Cost $402.77 Unrealized +35.2%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $196 Shares 719 Est. Cost $164.59 Unrealized +71.5%
AVGO BROADCOM INC COM 0.0%
Value ($000) $196 Shares 311 Est. Cost $42.23 Unrealized +30.4%
MLKN MILLERKNOLL INC COM 0.0%
Value ($000) $195 Shares 5,652 Est. Cost $23.86 Unrealized +35.3%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $194 Shares 1,428 Est. Cost $74.20 Unrealized +49.7%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $193 Shares 1,766 Est. Cost $130.46 Unrealized -11.7%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $193 Shares 667 Est. Cost $164.29 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $193 Shares 3,832 Est. Cost $50.37 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $191 Shares 946 Est. Cost $138.67 Unrealized +53.9%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $189 Shares 4,401 Est. Cost $22.74 Unrealized +75.4%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $185 Shares 2,425 Est. Cost $66.04 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $183 Shares 1,786 Est. Cost $119.29 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $176 Shares 1,704 Est. Cost $122.76 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $174 Shares 2,282 Est. Cost $102.92 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $171 Shares 1,000 Est. Cost $99.60 Unrealized +49.2%
CSX CSX CORP COM 0.0%
Value ($000) $169 Shares 4,501 Est. Cost $29.03 Unrealized +15.3%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $165 Shares 2,265 Est. Cost $47.02 Unrealized +20.9%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $164 Shares 2,364 Est. Cost $68.65 Unrealized
CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT 0.0%
Value ($000) $164 Shares 9,366 Est. Cost $17.51 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $164 Shares 450 Est. Cost $229.66 Unrealized +41.7%
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.0%
Value ($000) $162 Shares 727 Est. Cost $208.68 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $158 Shares 284 Est. Cost $69.64 Unrealized +60.9%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $157 Shares 1,361 Est. Cost $228.08 Unrealized -41.8%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $154 Shares 966 Est. Cost $124.23 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $153 Shares 2,518 Est. Cost $45.73 Unrealized +38.3%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $151 Shares 1,365 Est. Cost $83.32 Unrealized +12.4%
ANDE ANDERSONS INC COM 0.0%
Value ($000) $151 Shares 3,000 Est. Cost $44.83 Unrealized -12.5%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $151 Shares 1,687 Est. Cost $54.88 Unrealized +46.5%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $150 Shares 622 Est. Cost $128.16 Unrealized +59.8%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $150 Shares 529 Est. Cost $164.12 Unrealized +74.4%
GLW CORNING INC COM 0.0%
Value ($000) $147 Shares 3,980 Est. Cost $24.41 Unrealized +43.1%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $146 Shares 1,312 Est. Cost $65.56 Unrealized +36.1%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $145 Shares 585 Est. Cost $201.59 Unrealized +6.5%
SDCCQ SMILEDIRECTCLUB INC CL A COM 0.0%
Value ($000) $145 Shares 56,165 Est. Cost $6.02 Unrealized -61.5%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.0%
Value ($000) $144 Shares 1,419 Est. Cost $106.70 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $143 Shares 1,048 Est. Cost $61.24 Unrealized +79.2%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $142 Shares 898 Est. Cost $79.71 Unrealized +78.8%
RPM RPM INTL INC COM 0.0%
Value ($000) $140 Shares 1,722 Est. Cost $72.10 Unrealized +19.0%
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value ($000) $138 Shares 1,482 Est. Cost $86.72 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $138 Shares 1,004 Est. Cost $64.99 Unrealized +65.6%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $136 Shares 2,047 Est. Cost $80.51 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $135 Shares 738 Est. Cost $57.08 Unrealized +175.5%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $135 Shares 1,500 Est. Cost $77.58 Unrealized +15.8%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $133 Shares 441 Est. Cost $296.37 Unrealized -1.4%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $131 Shares 1,859 Est. Cost $38.37 Unrealized +35.6%
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $130 Shares 13,417 Est. Cost $9.69 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $129 Shares 2,159 Est. Cost $62.55 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $128 Shares 217 Est. Cost $481.72 Unrealized +17.9%
AFL AFLAC INC COM 0.0%
Value ($000) $123 Shares 1,904 Est. Cost $43.72 Unrealized +31.1%
CM CANADIAN IMP BK COMM COM 0.0%
Value ($000) $117 Shares 964 Est. Cost $32.44 Unrealized +62.1%
SALISBURY BANCORP INC COM 0.0%
Value ($000) $114 Shares 2,008 Est. Cost $27.32 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $114 Shares 2,965 Est. Cost $31.36 Unrealized
BLD TOPBUILD CORP COM 0.0%
Value ($000) $114 Shares 629 Est. Cost $151.16 Unrealized +48.1%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $113 Shares 529 Est. Cost $152.47 Unrealized +16.2%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $111 Shares 729 Est. Cost $143.48 Unrealized +8.6%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $110 Shares 6,050 Est. Cost $15.93 Unrealized +6.7%
CRM SALESFORCE INC COM 0.0%
Value ($000) $110 Shares 520 Est. Cost $255.09 Unrealized -16.6%
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.0%
Value ($000) $110 Shares 2,359 Est. Cost $42.95 Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $109 Shares 2,600 Est. Cost $22.34 Unrealized +92.5%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $109 Shares 1,020 Est. Cost $212.97 Unrealized -46.1%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $108 Shares 576 Est. Cost $126.25 Unrealized +36.1%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $108 Shares 1,238 Est. Cost $77.90 Unrealized +8.6%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $108 Shares 583 Est. Cost $151.10 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $107 Shares 317 Est. Cost $243.92 Unrealized +30.6%
FTV FORTIVE CORP COM 0.0%
Value ($000) $104 Shares 1,705 Est. Cost $50.26 Unrealized -3.3%
SYY SYSCO CORP COM 0.0%
Value ($000) $104 Shares 1,275 Est. Cost $49.16 Unrealized +47.8%
IDA IDACORP INC COM 0.0%
Value ($000) $104 Shares 900 Est. Cost $97.07 Unrealized +12.1%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $103 Shares 200 Est. Cost $218.40 Unrealized +116.8%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $103 Shares 742 Est. Cost $90.39 Unrealized +26.4%
MACATAWA BK CORP COM 0.0%
Value ($000) $102 Shares 11,349 Est. Cost $5.33 Unrealized
RY ROYAL BK CDA COM 0.0%
Value ($000) $102 Shares 922 Est. Cost $82.33 Unrealized +36.2%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $98 Shares 1,153 Est. Cost $59.35 Unrealized +12.7%
SPGM SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF 0.0%
Value ($000) $96 Shares 1,753 Est. Cost $52.48 Unrealized
JPMORGAN ALERIAN MLP INDEX ETN 0.0%
Value ($000) $95 Shares 4,538 Est. Cost $19.39 Unrealized
NRT NORTH EUROPEAN OIL RTY TR SH BEN INT 0.0%
Value ($000) $95 Shares 5,932 Est. Cost $24.28 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $94 Shares 123 Est. Cost $691.19 Unrealized
LMBS FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF 0.0%
Value ($000) $94 Shares 1,913 Est. Cost $51.91 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $93 Shares 384 Est. Cost $170.84 Unrealized +29.8%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $91 Shares 1,149 Est. Cost $68.64 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $91 Shares 1,206 Est. Cost $57.67 Unrealized +25.4%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $89 Shares 884 Est. Cost $99.24 Unrealized
ALTO ALTO INGREDIENTS INC COM 0.0%
Value ($000) $89 Shares 13,000 Est. Cost $5.82 Unrealized -3.8%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $89 Shares 1,936 Est. Cost $28.03 Unrealized +18.7%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $88 Shares 423 Est. Cost $90.01 Unrealized
BUG GLOBAL X CYBERSECURITY ETF 0.0%
Value ($000) $88 Shares 2,790 Est. Cost $31.54 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $86 Shares 1,820 Est. Cost $62.25 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $85 Shares 1,000 Est. Cost $59.45 Unrealized +18.0%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $84 Shares 820 Est. Cost $98.12 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $83 Shares 904 Est. Cost $62.95 Unrealized -7.0%
BNS BANK NOVA SCOTIA B C COM 0.0%
Value ($000) $82 Shares 1,137 Est. Cost $31.47 Unrealized +86.3%
SO SOUTHERN CO COM 0.0%
Value ($000) $82 Shares 1,125 Est. Cost $54.60 Unrealized +7.5%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $81 Shares 1,924 Est. Cost $38.93 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $81 Shares 942 Est. Cost $48.24 Unrealized +44.4%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $81 Shares 1,522 Est. Cost $40.60 Unrealized +17.8%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $81 Shares 1,071 Est. Cost $67.50 Unrealized
WAL WESTERN ALLIANCE BANCORP COM 0.0%
Value ($000) $80 Shares 964 Est. Cost $74.55 Unrealized +19.6%
OCFC OCEANFIRST FINL CORP COM 0.0%
Value ($000) $80 Shares 4,000 Est. Cost $17.99 Unrealized +3.0%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $80 Shares 1,762 Est. Cost $36.91 Unrealized +17.4%
ELV ANTHEM INC COM 0.0%
Value ($000) $79 Shares 160 Est. Cost $275.56 Unrealized +57.0%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $79 Shares 1,173 Est. Cost $46.15 Unrealized +27.4%
IMCB ISHARES MORNINGSTAR MID-CAP ETF 0.0%
Value ($000) $79 Shares 1,171 Est. Cost $67.46 Unrealized
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $79 Shares 661 Est. Cost $94.23 Unrealized +5.3%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $78 Shares 212 Est. Cost $199.85 Unrealized +79.6%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $78 Shares 1,786 Est. Cost $50.43 Unrealized -4.5%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $78 Shares 501 Est. Cost $109.73 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $77 Shares 222 Est. Cost $337.87 Unrealized
CROX CROCS INC COM 0.0%
Value ($000) $76 Shares 1,000 Est. Cost $94.58 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $76 Shares 291 Est. Cost $188.78 Unrealized +25.7%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $75 Shares 171 Est. Cost $300.95 Unrealized +21.3%
NFLX NETFLIX INC COM 0.0%
Value ($000) $75 Shares 200 Est. Cost $59.68 Unrealized -30.2%
VB VANGUARD SMALL-CAP INDEX FUND 0.0%
Value ($000) $75 Shares 355 Est. Cost $186.44 Unrealized
MAS MASCO CORP COM 0.0%
Value ($000) $74 Shares 1,445 Est. Cost $49.30 Unrealized +11.9%
CME CME GROUP INC COM 0.0%
Value ($000) $74 Shares 310 Est. Cost $135.80 Unrealized +47.8%
HEI HEICO CORP NEW COM 0.0%
Value ($000) $74 Shares 484 Est. Cost $89.66 Unrealized +61.9%
INTU INTUIT COM 0.0%
Value ($000) $73 Shares 152 Est. Cost $416.01 Unrealized +20.1%
HBNC HORIZON BANCORP INC COM 0.0%
Value ($000) $73 Shares 3,897 Est. Cost $14.87 Unrealized +39.4%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $73 Shares 849 Est. Cost $64.27 Unrealized +13.3%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $72 Shares 979 Est. Cost $24.38 Unrealized +23.3%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.0%
Value ($000) $72 Shares 1,040 Est. Cost $70.34 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $72 Shares 663 Est. Cost $106.07 Unrealized +12.5%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $71 Shares 533 Est. Cost $91.92 Unrealized +31.6%
HSY HERSHEY CO COM 0.0%
Value ($000) $70 Shares 323 Est. Cost $99.30 Unrealized +85.7%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $68 Shares 1,311 Est. Cost $51.90 Unrealized
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value ($000) $68 Shares 3,347 Est. Cost $24.45 Unrealized -17.3%
BARRICK GOLD CORP COM 0.0%
Value ($000) $67 Shares 2,730 Est. Cost $21.34 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $67 Shares 586 Est. Cost $82.96 Unrealized +18.7%
ORMP ORAMED PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $66 Shares 7,580 Est. Cost $10.66 Unrealized -10.4%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $66 Shares 259 Est. Cost $272.81 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $66 Shares 443 Est. Cost $57.13 Unrealized +102.3%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $66 Shares 360 Est. Cost $168.69 Unrealized +3.2%
RACE FERRARI N V COM 0.0%
Value ($000) $65 Shares 300 Est. Cost $218.34 Unrealized +2.3%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $65 Shares 528 Est. Cost $98.30 Unrealized +16.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $64 Shares 1,111 Est. Cost $33.87 Unrealized +44.6%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $63 Shares 500 Est. Cost $111.31 Unrealized +4.3%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $63 Shares 336 Est. Cost $183.23 Unrealized +3.9%
XAI OCTAGON FLOATING RATE & AL COM 0.0%
Value ($000) $63 Shares 7,438 Est. Cost $9.02 Unrealized
COLB COLUMBIA BKG SYS INC COM 0.0%
Value ($000) $63 Shares 1,947 Est. Cost $30.48 Unrealized -7.2%
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $63 Shares 264 Est. Cost $217.22 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $62 Shares 880 Est. Cost $49.46 Unrealized +17.3%
HEI/A HEICO CORP NEW CL A 0.0%
Value ($000) $62 Shares 486 Est. Cost $72.47 Unrealized +66.2%
DOW DOW INC COM 0.0%
Value ($000) $62 Shares 979 Est. Cost $41.31 Unrealized +16.8%
CANADIAN PAC RY LTD COM 0.0%
Value ($000) $62 Shares 750 Est. Cost $123.20 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $62 Shares 305 Est. Cost $147.69 Unrealized
TDTT FLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPS INDEX FUND 0.0%
Value ($000) $61 Shares 2,339 Est. Cost $26.04 Unrealized
COHERENT INC COM 0.0%
Value ($000) $60 Shares 219 Est. Cost $251.14 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $60 Shares 587 Est. Cost $58.19 Unrealized +32.3%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $60 Shares 729 Est. Cost $82.30 Unrealized
CE CELANESE CORP DEL COM 0.0%
Value ($000) $59 Shares 411 Est. Cost $114.95 Unrealized +24.2%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $58 Shares 333 Est. Cost $156.40 Unrealized +29.6%
IBB ISHARES BIOTECHNOLOGY FUND 0.0%
Value ($000) $58 Shares 445 Est. Cost $146.15 Unrealized
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $58 Shares 500 Est. Cost $81.78 Unrealized +27.8%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $57 Shares 1,282 Est. Cost $68.26 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $57 Shares 1,000 Est. Cost $39.19 Unrealized +6.6%
FRME FIRST MERCHANTS CORP COM 0.0%
Value ($000) $57 Shares 1,375 Est. Cost $22.60 Unrealized +66.0%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $57 Shares 1,253 Est. Cost $39.41 Unrealized +3.8%
DCO DUCOMMUN INC DEL COM 0.0%
Value ($000) $55 Shares 1,050 Est. Cost $25.89 Unrealized +84.0%
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $55 Shares 1,233 Est. Cost $37.87 Unrealized +2.4%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $55 Shares 342 Est. Cost $107.34 Unrealized +61.2%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $55 Shares 1,610 Est. Cost $24.30 Unrealized +11.0%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $55 Shares 449 Est. Cost $109.31 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $54 Shares 497 Est. Cost $109.73 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $54 Shares 539 Est. Cost $74.36 Unrealized +6.5%
MTB M & T BK CORP COM 0.0%
Value ($000) $53 Shares 310 Est. Cost $79.85 Unrealized +94.7%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $53 Shares 892 Est. Cost $56.38 Unrealized -2.2%
DAN DANA INC COM 0.0%
Value ($000) $53 Shares 3,000 Est. Cost $18.32 Unrealized 0.0%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $53 Shares 930 Est. Cost $43.32 Unrealized +16.9%
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $52 Shares 3,521 Est. Cost $16.96 Unrealized
VTWG VANGUARD RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $52 Shares 281 Est. Cost $140.79 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $52 Shares 210 Est. Cost $171.36 Unrealized +35.3%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $52 Shares 1,123 Est. Cost $49.72 Unrealized -12.8%
SOLIGENIX INC COM 0.0%
Value ($000) $52 Shares 71,658 Est. Cost $1.45 Unrealized
NIO NIO INC SPON ADS 0.0%
Value ($000) $51 Shares 2,400 Est. Cost $24.79 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $51 Shares 664 Est. Cost $103.62 Unrealized
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $49 Shares 1,608 Est. Cost $30.47 Unrealized
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value ($000) $49 Shares 688 Est. Cost $73.44 Unrealized
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value ($000) $49 Shares 1,050 Est. Cost $47.22 Unrealized
CWI SPDR MSCI ACWI EX-US ETF 0.0%
Value ($000) $49 Shares 1,781 Est. Cost $28.64 Unrealized
WDAY WORKDAY INC CL A 0.0%
Value ($000) $48 Shares 200 Est. Cost $247.04 Unrealized -3.5%
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $48 Shares 374 Est. Cost $66.22 Unrealized +47.1%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $48 Shares 2,192 Est. Cost $25.14 Unrealized -18.7%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $48 Shares 963 Est. Cost $44.19 Unrealized +14.8%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $48 Shares 400 Est. Cost $87.30 Unrealized +28.5%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $47 Shares 4,170 Est. Cost $7.26 Unrealized
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $47 Shares 340 Est. Cost $90.26 Unrealized +52.0%
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 0.0%
Value ($000) $47 Shares 2,462 Est. Cost $19.90 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $47 Shares 30 Est. Cost $24.63 Unrealized +22.3%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $47 Shares 652 Est. Cost $45.78 Unrealized +31.9%
UWMC UWM HOLDINGS CORPORATION COM CL A 0.0%
Value ($000) $47 Shares 10,408 Est. Cost $8.42 Unrealized -42.7%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $46 Shares 1,054 Est. Cost $40.97 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $46 Shares 865 Est. Cost $48.55 Unrealized
FDT FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND 0.0%
Value ($000) $45 Shares 773 Est. Cost $55.40 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $45 Shares 1,239 Est. Cost $31.75 Unrealized
GBCI GLACIER BANCORP INC NEW COM 0.0%
Value ($000) $45 Shares 904 Est. Cost $33.75 Unrealized +41.0%
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF 0.0%
Value ($000) $45 Shares 762 Est. Cost $55.85 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $44 Shares 502 Est. Cost $82.74 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $44 Shares 566 Est. Cost $58.90 Unrealized +29.7%
KSS KOHLS CORP COM 0.0%
Value ($000) $43 Shares 704 Est. Cost $52.85 Unrealized +6.9%
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $43 Shares 2,622 Est. Cost $19.69 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $43 Shares 7,800 Est. Cost $5.21 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $42 Shares 542 Est. Cost $76.64 Unrealized +8.8%
NUVEEN MUN VALUE FD INC COM 0.0%
Value ($000) $41 Shares 4,264 Est. Cost $11.15 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $41 Shares 200 Est. Cost $204.30 Unrealized -3.8%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $41 Shares 247 Est. Cost $144.46 Unrealized +4.7%
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $41 Shares 284 Est. Cost $40.13 Unrealized +74.8%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $40 Shares 125 Est. Cost $236.28 Unrealized +16.2%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $39 Shares 859 Est. Cost $48.73 Unrealized -8.5%
NI NISOURCE INC COM 0.0%
Value ($000) $39 Shares 1,224 Est. Cost $20.53 Unrealized +24.3%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $39 Shares 930 Est. Cost $37.63 Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $39 Shares 338 Est. Cost $36.07 Unrealized +31.7%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $39 Shares 111 Est. Cost $318.65 Unrealized -0.8%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $39 Shares 302 Est. Cost $112.60 Unrealized +2.2%
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $39 Shares 465 Est. Cost $38.30 Unrealized +65.6%
NX QUANEX BLDG PRODS CORP COM 0.0%
Value ($000) $38 Shares 1,797 Est. Cost $14.59 Unrealized +47.6%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $38 Shares 349 Est. Cost $84.57 Unrealized +8.4%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $37 Shares 136 Est. Cost $139.27 Unrealized
CDNA CAREDX INC COM 0.0%
Value ($000) $37 Shares 1,000 Est. Cost $20.41 Unrealized +90.9%
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $37 Shares 630 Est. Cost $86.31 Unrealized
BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT 0.0%
Value ($000) $37 Shares 1,250 Est. Cost $36.00 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $37 Shares 54 Est. Cost $98.54 Unrealized -16.7%
PSCH INVESCO S&P SMALLCAP HEALTH CARE PORTFOLIO 0.0%
Value ($000) $37 Shares 232 Est. Cost $114.42 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $36 Shares 328 Est. Cost $116.04 Unrealized
IVT INVENTRUST PPTYS CORP COM NEW 0.0%
Value ($000) $36 Shares 1,176 Est. Cost $27.21 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $36 Shares 255 Est. Cost $131.37 Unrealized +8.4%
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value ($000) $36 Shares 226 Est. Cost $171.22 Unrealized -6.0%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $36 Shares 484 Est. Cost $44.49 Unrealized +41.4%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $35 Shares 273 Est. Cost $107.23 Unrealized +18.8%
LINDE PLC SHS 0.0%
Value ($000) $35 Shares 109 Est. Cost $275.69 Unrealized
WTFC WINTRUST FINL CORP COM 0.0%
Value ($000) $35 Shares 373 Est. Cost $39.55 Unrealized +146.3%
OUNZ VAN ECK MERK GOLD TRUST 0.0%
Value ($000) $34 Shares 1,800 Est. Cost $16.67 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING 0.0%
Value ($000) $34 Shares 379 Est. Cost $92.96 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $34 Shares 1,500 Est. Cost $18.29 Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $33 Shares 5,035 Est. Cost $6.37 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $33 Shares 194 Est. Cost $169.28 Unrealized -0.5%
LKFN LAKELAND FINL CORP COM 0.0%
Value ($000) $33 Shares 458 Est. Cost $39.36 Unrealized +79.9%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $33 Shares 125 Est. Cost $168.41 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $33 Shares 593 Est. Cost $55.65 Unrealized
MDB MONGODB INC CL A 0.0%
Value ($000) $33 Shares 75 Est. Cost $316.76 Unrealized +23.4%
XLG INVESCO S&P 500 TOP 50 ETF 0.0%
Value ($000) $33 Shares 95 Est. Cost $299.27 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $33 Shares 499 Est. Cost $61.02 Unrealized +4.3%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $33 Shares 501 Est. Cost $57.65 Unrealized
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $33 Shares 200 Est. Cost $45.47 Unrealized -35.0%
HTGC HERCULES CAPITAL INC COM 0.0%
Value ($000) $33 Shares 1,815 Est. Cost $13.07 Unrealized +34.4%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $32 Shares 422 Est. Cost $59.10 Unrealized +16.7%
PXH INVESCO FTSE RAFI EMERGING MARKETS ETF 0.0%
Value ($000) $32 Shares 1,537 Est. Cost $20.82 Unrealized
NTES NETEASE INC SPONSORED ADS 0.0%
Value ($000) $32 Shares 360 Est. Cost $96.30 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.0%
Value ($000) $32 Shares 1,050 Est. Cost $33.61 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $32 Shares 172 Est. Cost $178.71 Unrealized +2.3%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $31 Shares 369 Est. Cost $84.79 Unrealized -8.7%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF 0.0%
Value ($000) $31 Shares 577 Est. Cost $53.10 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $31 Shares 800 Est. Cost $20.66 Unrealized
BOH BANK HAWAII CORP COM 0.0%
Value ($000) $31 Shares 373 Est. Cost $55.82 Unrealized +29.5%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $31 Shares 230 Est. Cost $133.95 Unrealized -6.6%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $30 Shares 420 Est. Cost $41.60 Unrealized +71.2%
CTLP CANTALOUPE INC COM 0.0%
Value ($000) $30 Shares 4,503 Est. Cost $11.73 Unrealized -35.3%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $30 Shares 313 Est. Cost $60.67 Unrealized +24.6%
EOLS EVOLUS INC COM 0.0%
Value ($000) $30 Shares 2,674 Est. Cost $13.06 Unrealized -34.7%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $30 Shares 766 Est. Cost $43.87 Unrealized -29.3%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $29 Shares 174 Est. Cost $107.66 Unrealized +42.5%
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value ($000) $29 Shares 644 Est. Cost $36.30 Unrealized
KRG KITE RLTY GROUP TR COM NEW 0.0%
Value ($000) $29 Shares 1,284 Est. Cost $21.81 Unrealized
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $29 Shares 380 Est. Cost $56.03 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $29 Shares 220 Est. Cost $72.14 Unrealized +68.5%
YTRA YATRA ONLINE INC ORD SHS 0.0%
Value ($000) $28 Shares 14,000 Est. Cost $2.34 Unrealized -26.9%
FIVN FIVE9 INC COM 0.0%
Value ($000) $28 Shares 256 Est. Cost $81.81 Unrealized +42.3%
EXC EXELON CORP COM 0.0%
Value ($000) $28 Shares 590 Est. Cost $28.11 Unrealized +31.0%
ETFMG PRIME CYBER SECURITY ETF 0.0%
Value ($000) $28 Shares 479 Est. Cost $45.39 Unrealized
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $28 Shares 1,468 Est. Cost $21.63 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $28 Shares 45 Est. Cost $86.50 Unrealized +3.5%
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $27 Shares 165 Est. Cost $147.22 Unrealized +23.4%
INVH INVITATION HOMES INC COM 0.0%
Value ($000) $27 Shares 667 Est. Cost $24.52 Unrealized +46.3%
LADR LADDER CAP CORP CL A 0.0%
Value ($000) $27 Shares 2,286 Est. Cost $15.15 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $27 Shares 328 Est. Cost $96.03 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $27 Shares 100 Est. Cost $211.20 Unrealized +14.1%
BIIB BIOGEN INC COM 0.0%
Value ($000) $27 Shares 127 Est. Cost $302.26 Unrealized -28.1%
O REALTY INCOME CORP COM 0.0%
Value ($000) $27 Shares 393 Est. Cost $50.85 Unrealized +8.8%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $27 Shares 58 Est. Cost $321.99 Unrealized +36.4%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $27 Shares 179 Est. Cost $92.68 Unrealized +39.2%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $27 Shares 1,175 Est. Cost $7.29 Unrealized +70.4%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value ($000) $26 Shares 336 Est. Cost $68.17 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $26 Shares 221 Est. Cost $61.30 Unrealized +53.6%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $26 Shares 240 Est. Cost $116.67 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $26 Shares 95 Est. Cost $260.00 Unrealized
VRSN VERISIGN INC COM 0.0%
Value ($000) $26 Shares 116 Est. Cost $212.23 Unrealized +1.9%
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $26 Shares 1,300 Est. Cost $20.00 Unrealized
CHAMPIONX CORPORATION COM 0.0%
Value ($000) $25 Shares 1,022 Est. Cost $12.52 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $25 Shares 731 Est. Cost $33.57 Unrealized +13.8%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $25 Shares 206 Est. Cost $102.34 Unrealized
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.0%
Value ($000) $25 Shares 377 Est. Cost $50.67 Unrealized
SAIC SCIENCE APPLICATIONS INTL CORP COM 0.0%
Value ($000) $25 Shares 274 Est. Cost $82.23 Unrealized +4.9%
MOH MOLINA HEALTHCARE INC COM 0.0%
Value ($000) $25 Shares 74 Est. Cost $181.95 Unrealized +69.2%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $25 Shares 61 Est. Cost $446.73 Unrealized +2.8%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $25 Shares 449 Est. Cost $46.64 Unrealized +5.4%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $25 Shares 100 Est. Cost $200.15 Unrealized +7.3%
SIVR ABRDN PHYSICAL SILVER SHARES ETF 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $23.67 Unrealized
LUCID GROUP INC COM 0.0%
Value ($000) $24 Shares 950 Est. Cost $25.26 Unrealized
HORIZON THERAPEUTICS PUB L SHS 0.0%
Value ($000) $24 Shares 226 Est. Cost $97.96 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $24 Shares 100 Est. Cost $240.00 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 0.0%
Value ($000) $24 Shares 130 Est. Cost $184.62 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $24 Shares 522 Est. Cost $57.23 Unrealized
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $24 Shares 364 Est. Cost $49.69 Unrealized
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $24 Shares 703 Est. Cost $42.07 Unrealized -8.9%
FISV FISERV INC COM 0.0%
Value ($000) $24 Shares 238 Est. Cost $105.86 Unrealized -4.4%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $24 Shares 176 Est. Cost $109.78 Unrealized +8.9%
PXF INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF 0.0%
Value ($000) $24 Shares 526 Est. Cost $46.53 Unrealized
DHI D R HORTON INC COM 0.0%
Value ($000) $24 Shares 324 Est. Cost $89.07 Unrealized -6.4%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $23 Shares 262 Est. Cost $87.79 Unrealized
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.0%
Value ($000) $23 Shares 322 Est. Cost $75.70 Unrealized +5.5%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $23 Shares 433 Est. Cost $52.83 Unrealized +1.3%
RHI ROBERT HALF INTL INC COM 0.0%
Value ($000) $23 Shares 200 Est. Cost $72.50 Unrealized +59.1%
VFC V F CORP COM 0.0%
Value ($000) $23 Shares 400 Est. Cost $79.05 Unrealized -21.6%
ABBNY ABB LTD SPONSORED ADR 0.0%
Value ($000) $23 Shares 717 Est. Cost $34.03 Unrealized
CRUS CIRRUS LOGIC INC COM 0.0%
Value ($000) $23 Shares 267 Est. Cost $72.82 Unrealized +17.9%
CADE CADENCE BANK COM 0.0%
Value ($000) $23 Shares 794 Est. Cost $26.11 Unrealized +4.0%
LAD LITHIA MTRS INC COM 0.0%
Value ($000) $23 Shares 77 Est. Cost $257.83 Unrealized +21.1%
XPO XPO LOGISTICS INC COM 0.0%
Value ($000) $23 Shares 322 Est. Cost $11.92 Unrealized +250.7%
LIPOCINE INC NEW COM 0.0%
Value ($000) $23 Shares 17,000 Est. Cost $1.00 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $22 Shares 391 Est. Cost $54.23 Unrealized
OTTR OTTER TAIL CORP COM 0.0%
Value ($000) $22 Shares 356 Est. Cost $49.17 Unrealized +15.4%
IDRV ISHARES SELF-DRIVING EV AND TECH ETF 0.0%
Value ($000) $22 Shares 471 Est. Cost $48.61 Unrealized
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $22 Shares 500 Est. Cost $32.99 Unrealized
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.0%
Value ($000) $22 Shares 113 Est. Cost $212.39 Unrealized
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value ($000) $22 Shares 123 Est. Cost $195.12 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $22 Shares 142 Est. Cost $121.57 Unrealized +19.8%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $22 Shares 87 Est. Cost $141.10 Unrealized +50.7%
THG HANOVER INS GROUP INC COM 0.0%
Value ($000) $22 Shares 144 Est. Cost $62.97 Unrealized +102.2%
CDK GLOBAL INC COM 0.0%
Value ($000) $21 Shares 430 Est. Cost $44.42 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $21 Shares 730 Est. Cost $28.94 Unrealized
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $21 Shares 450 Est. Cost $79.97 Unrealized -24.5%
FDX FEDEX CORP COM 0.0%
Value ($000) $21 Shares 90 Est. Cost $128.65 Unrealized +67.9%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $21 Shares 39 Est. Cost $504.24 Unrealized +16.4%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $21 Shares 582 Est. Cost $39.00 Unrealized
WU WESTERN UN CO COM 0.0%
Value ($000) $21 Shares 1,141 Est. Cost $18.77 Unrealized
ALLY ALLY FINL INC COM 0.0%
Value ($000) $21 Shares 480 Est. Cost $37.44 Unrealized +9.3%
LEN LENNAR CORP CL A 0.0%
Value ($000) $21 Shares 260 Est. Cost $55.58 Unrealized +52.8%
LGIH LGI HOMES INC COM 0.0%
Value ($000) $20 Shares 200 Est. Cost $165.46 Unrealized -25.4%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $20 Shares 254 Est. Cost $80.26 Unrealized -6.4%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $20 Shares 954 Est. Cost $16.90 Unrealized +21.3%
SFL SFL CORPORATION LTD SHS 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $7.57 Unrealized +21.8%
CRH PLC ADR 0.0%
Value ($000) $20 Shares 510 Est. Cost $35.64 Unrealized
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.0%
Value ($000) $20 Shares 400 Est. Cost $34.99 Unrealized +12.3%
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $20 Shares 981 Est. Cost $29.03 Unrealized
TTEK TETRA TECH INC NEW COM 0.0%
Value ($000) $20 Shares 119 Est. Cost $17.77 Unrealized +73.1%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $20 Shares 154 Est. Cost $116.63 Unrealized +5.1%
FOXA FOX CORP CL A COM 0.0%
Value ($000) $19 Shares 494 Est. Cost $38.56 Unrealized 0.0%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND 0.0%
Value ($000) $19 Shares 154 Est. Cost $130.46 Unrealized
ANNALY CAPITAL MANAGEMENT INC COM 0.0%
Value ($000) $19 Shares 2,652 Est. Cost $8.85 Unrealized
AGQ PROSHARES ULTRA SILVER 0.0%
Value ($000) $19 Shares 500 Est. Cost $41.00 Unrealized
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $19 Shares 300 Est. Cost $46.78 Unrealized +11.9%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $18 Shares 1,050 Est. Cost $11.94 Unrealized +25.2%
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $18 Shares 150 Est. Cost $273.33 Unrealized
CLEARBRIDGE ENERGY MIDSTRM OPP COM 0.0%
Value ($000) $18 Shares 650 Est. Cost $27.69 Unrealized
TDTF FLEXSHARES IBOXX 5-YEAR TARGET DURATION TIPS INDEX FUND 0.0%
Value ($000) $18 Shares 649 Est. Cost $27.73 Unrealized
PUMP PROPETRO HLDG CORP COM 0.0%
Value ($000) $18 Shares 1,300 Est. Cost $5.44 Unrealized +119.7%
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $18 Shares 1,133 Est. Cost $21.58 Unrealized
EQT EQT CORP COM 0.0%
Value ($000) $18 Shares 523 Est. Cost $19.65 Unrealized +17.0%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $18 Shares 79 Est. Cost $194.39 Unrealized +0.5%
PDN INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF 0.0%
Value ($000) $18 Shares 522 Est. Cost $34.48 Unrealized
VCTR VICTORY CAP HLDGS INC COM CL A 0.0%
Value ($000) $18 Shares 631 Est. Cost $25.24 Unrealized +13.3%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF 0.0%
Value ($000) $18 Shares 543 Est. Cost $32.44 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $18 Shares 251 Est. Cost $47.99 Unrealized +47.7%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $18 Shares 509 Est. Cost $26.93 Unrealized +6.0%
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $17 Shares 154 Est. Cost $126.32 Unrealized -11.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $17 Shares 133 Est. Cost $137.97 Unrealized -15.6%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $17 Shares 94 Est. Cost $181.70 Unrealized -0.5%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $17 Shares 684 Est. Cost $32.86 Unrealized -19.6%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $17 Shares 250 Est. Cost $59.72 Unrealized +20.9%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $17 Shares 169 Est. Cost $79.31 Unrealized +4.2%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $17 Shares 155 Est. Cost $100.11 Unrealized
ONTO ONTO INNOVATION INC COM 0.0%
Value ($000) $17 Shares 200 Est. Cost $59.55 Unrealized +49.3%
SKT TANGER FACTORY OUTLET CTRS INC COM 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $15.00 Unrealized
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 0.0%
Value ($000) $17 Shares 700 Est. Cost $25.71 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $17 Shares 128 Est. Cost $89.15 Unrealized +52.4%
NUVEEN TAXABLE MUNICPAL INM FD COM 0.0%
Value ($000) $16 Shares 814 Est. Cost $23.34 Unrealized
PWB INVESCO DYNAMIC LARGE CAP GROWTH ETF 0.0%
Value ($000) $16 Shares 224 Est. Cost $66.96 Unrealized
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $16 Shares 320 Est. Cost $30.60 Unrealized +36.0%
UFPI UFP INDUSTRIES INC COM 0.0%
Value ($000) $16 Shares 202 Est. Cost $56.33 Unrealized +48.1%
PENN PENN NATL GAMING INC COM 0.0%
Value ($000) $16 Shares 377 Est. Cost $50.40 Unrealized -9.3%
SVC SERVICE PPTYS TR COM SH BEN INT 0.0%
Value ($000) $16 Shares 1,801 Est. Cost $8.88 Unrealized
LHC GROUP INC COM 0.0%
Value ($000) $16 Shares 93 Est. Cost $215.05 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $16 Shares 312 Est. Cost $36.53 Unrealized +14.5%
LAM RESEARCH CORP COM 0.0%
Value ($000) $16 Shares 30 Est. Cost $706.63 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $16 Shares 8 Est. Cost $1265.82 Unrealized +54.4%
FTDS FIRST TRUST DIVIDEND STRENGTH ETF 0.0%
Value ($000) $15 Shares 310 Est. Cost $34.06 Unrealized
SONY SONY GROUP CORPORATION SPONSORED ADR 0.0%
Value ($000) $15 Shares 142 Est. Cost $78.94 Unrealized
SGI TEMPUR SEALY INTL INC COM 0.0%
Value ($000) $15 Shares 536 Est. Cost $37.52 Unrealized -1.8%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $15 Shares 94 Est. Cost $121.46 Unrealized +16.5%
HOLX HOLOGIC INC COM 0.0%
Value ($000) $15 Shares 200 Est. Cost $48.88 Unrealized +47.1%
FAST FASTENAL CO COM 0.0%
Value ($000) $15 Shares 250 Est. Cost $21.62 Unrealized +17.5%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $15 Shares 62 Est. Cost $197.88 Unrealized +10.3%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $15 Shares 102 Est. Cost $297.23 Unrealized -42.6%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $15 Shares 50 Est. Cost $427.80 Unrealized -29.9%
TWITTER INC COM 0.0%
Value ($000) $15 Shares 400 Est. Cost $42.99 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $14 Shares 63 Est. Cost $202.23 Unrealized -1.7%
TORTOISE ENERGY INFRA CORP COM 0.0%
Value ($000) $14 Shares 400 Est. Cost $25.00 Unrealized
TER TERADYNE INC COM 0.0%
Value ($000) $14 Shares 120 Est. Cost $127.43 Unrealized -2.3%
VTRS VIATRIS INC COM 0.0%
Value ($000) $14 Shares 1,258 Est. Cost $13.33 Unrealized -17.1%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $14 Shares 188 Est. Cost $48.00 Unrealized +35.8%
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $14 Shares 74 Est. Cost $83.08 Unrealized +109.6%
DWS STRATEGIC MUN INCOME TR NE COM 0.0%
Value ($000) $14 Shares 1,346 Est. Cost $11.89 Unrealized
RC READY CAPITAL CORP COM 0.0%
Value ($000) $14 Shares 950 Est. Cost $14.74 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $14 Shares 65 Est. Cost $193.45 Unrealized -0.6%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $14 Shares 190 Est. Cost $53.87 Unrealized
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 0.0%
Value ($000) $13 Shares 287 Est. Cost $43.39 Unrealized
IDCC INTERDIGITAL INC COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $61.46 Unrealized +8.1%
VMWARE INC CL A COM 0.0%
Value ($000) $13 Shares 111 Est. Cost $123.53 Unrealized
NUVEEN QUALITY MUNCP INCOME FD COM 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $15.00 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.0%
Value ($000) $13 Shares 72 Est. Cost $152.30 Unrealized -4.3%
MTH MERITAGE HOMES CORP COM 0.0%
Value ($000) $13 Shares 165 Est. Cost $47.88 Unrealized +2.0%
KAYNE ANDERSON NEXTGEN ENRGY COM 0.0%
Value ($000) $13 Shares 1,500 Est. Cost $6.67 Unrealized
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $13 Shares 23 Est. Cost $373.90 Unrealized +61.2%
MUSA MURPHY USA INC COM 0.0%
Value ($000) $13 Shares 65 Est. Cost $128.55 Unrealized +43.4%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $13 Shares 97 Est. Cost $94.58 Unrealized +44.1%
TWST TWIST BIOSCIENCE CORP COM 0.0%
Value ($000) $12 Shares 250 Est. Cost $114.50 Unrealized -51.6%
BC BRUNSWICK CORP COM 0.0%
Value ($000) $12 Shares 149 Est. Cost $77.09 Unrealized +9.9%
HPQ HP INC COM 0.0%
Value ($000) $12 Shares 323 Est. Cost $25.68 Unrealized +24.8%
ICLN ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND 0.0%
Value ($000) $12 Shares 554 Est. Cost $23.92 Unrealized
ADSK AUTODESK INC COM 0.0%
Value ($000) $12 Shares 55 Est. Cost $304.70 Unrealized -24.4%
BLACKROCK TAX MUNICPAL BD TR SHS 0.0%
Value ($000) $12 Shares 528 Est. Cost $26.52 Unrealized
FIDU FIDELITY MSCI INDUSTRIALS INDEX ETF 0.0%
Value ($000) $12 Shares 225 Est. Cost $53.33 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $12 Shares 411 Est. Cost $29.20 Unrealized
FNCL FIDELITY MSCI FINANCIALS INDEX ETF 0.0%
Value ($000) $12 Shares 219 Est. Cost $48.04 Unrealized
PCG PG&E CORP COM 0.0%
Value ($000) $11 Shares 905 Est. Cost $9.33 Unrealized +25.2%
QIPT QUIPT HOME MEDICAL CORP COM 0.0%
Value ($000) $11 Shares 2,443 Est. Cost $6.64 Unrealized -23.7%
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.0%
Value ($000) $11 Shares 251 Est. Cost $40.04 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $11 Shares 499 Est. Cost $16.56 Unrealized +20.1%
SPIRIT AIRLS INC COM 0.0%
Value ($000) $11 Shares 508 Est. Cost $12.71 Unrealized
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $11 Shares 27 Est. Cost $319.96 Unrealized +17.6%
TWO HBRS INVT CORP COM NEW 0.0%
Value ($000) $11 Shares 1,900 Est. Cost $5.79 Unrealized
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $11 Shares 300 Est. Cost $27.96 Unrealized 0.0%
XSD SPDR S&P SEMICONDUCTOR ETF 0.0%
Value ($000) $11 Shares 53 Est. Cost $193.55 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $11 Shares 196 Est. Cost $47.25 Unrealized 0.0%
DKS DICKS SPORTING GOODS INC COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $61.92 Unrealized +62.0%
AMG AFFILIATED MANAGERS GROUP INC COM 0.0%
Value ($000) $10 Shares 73 Est. Cost $130.58 Unrealized +9.9%
EIS ISHARES MSCI ISRAEL ETF 0.0%
Value ($000) $10 Shares 139 Est. Cost $71.94 Unrealized
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $10 Shares 336 Est. Cost $30.38 Unrealized
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $10 Shares 156 Est. Cost $20.72 Unrealized +194.3%
SEQUANS COMMUNICATIONS S A SPONSORED ADS 0.0%
Value ($000) $10 Shares 3,177 Est. Cost $5.04 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $10 Shares 174 Est. Cost $20.83 Unrealized +114.0%
FBIN FORTUNE BRANDS HOME & SEC INC COM 0.0%
Value ($000) $10 Shares 134 Est. Cost $71.17 Unrealized +1.2%
PTEN PATTERSON-UTI ENERGY INC COM 0.0%
Value ($000) $10 Shares 651 Est. Cost $4.36 Unrealized +189.7%
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $10 Shares 138 Est. Cost $89.17 Unrealized 0.0%
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $10 Shares 404 Est. Cost $24.75 Unrealized
OPK OPKO HEALTH INC COM 0.0%
Value ($000) $10 Shares 2,825 Est. Cost $1.67 Unrealized +111.0%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $10 Shares 38 Est. Cost $227.91 Unrealized +6.5%
DWS MUN INCOME TR COM 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $12.00 Unrealized
BLACKROCK ENHANCED EQUITY DIVI COM 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $10.00 Unrealized
UDR UDR INC COM 0.0%
Value ($000) $10 Shares 169 Est. Cost $34.51 Unrealized +41.2%
MGA MAGNA INTL INC COM 0.0%
Value ($000) $10 Shares 155 Est. Cost $65.41 Unrealized -1.4%
CDW CDW CORP COM 0.0%
Value ($000) $10 Shares 56 Est. Cost $148.09 Unrealized +17.6%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX 0.0%
Value ($000) $9 Shares 168 Est. Cost $52.40 Unrealized
ONLN PROSHARES ONLINE RETAIL ETF 0.0%
Value ($000) $9 Shares 204 Est. Cost $44.12 Unrealized
RGEN REPLIGEN CORP COM 0.0%
Value ($000) $9 Shares 50 Est. Cost $205.03 Unrealized -7.3%
USO UNITED STATES OIL FUND, LP 0.0%
Value ($000) $9 Shares 126 Est. Cost $31.75 Unrealized
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $9 Shares 200 Est. Cost $41.45 Unrealized 0.0%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $9 Shares 80 Est. Cost $68.75 Unrealized
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.0%
Value ($000) $9 Shares 142 Est. Cost $49.30 Unrealized
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 0.0%
Value ($000) $9 Shares 194 Est. Cost $40.94 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $9 Shares 230 Est. Cost $38.73 Unrealized
CF ACQUISITION CORP VI COM CL A 0.0%
Value ($000) $9 Shares 796 Est. Cost $11.31 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $9 Shares 141 Est. Cost $54.86 Unrealized
AWI ARMSTRONG WORLD INDS INC NEW COM 0.0%
Value ($000) $8 Shares 91 Est. Cost $103.39 Unrealized -10.1%
LIFE STORAGE INC COM 0.0%
Value ($000) $8 Shares 57 Est. Cost $105.26 Unrealized
GIB CGI INC CL A SUB VTG 0.0%
Value ($000) $8 Shares 97 Est. Cost $65.67 Unrealized +25.9%
OLED UNIVERSAL DISPLAY CORP COM 0.0%
Value ($000) $8 Shares 50 Est. Cost $136.78 Unrealized +9.0%
NWSA NEWS CORP NEW CL A 0.0%
Value ($000) $8 Shares 378 Est. Cost $21.37 Unrealized -0.1%
SIXG DEFIANCE NEXT GEN CONNECTIVITY ETF 0.0%
Value ($000) $8 Shares 200 Est. Cost $35.00 Unrealized
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $8 Shares 397 Est. Cost $12.75 Unrealized +14.8%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $8 Shares 467 Est. Cost $19.86 Unrealized
ATHERSYS INC NEW COM 0.0%
Value ($000) $8 Shares 14,000 Est. Cost $1.71 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $8 Shares 573 Est. Cost $21.59 Unrealized -30.3%
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $8 Shares 250 Est. Cost $22.70 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $8 Shares 112 Est. Cost $98.21 Unrealized
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $7 Shares 32 Est. Cost $205.40 Unrealized -3.3%
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $7 Shares 60 Est. Cost $167.57 Unrealized -37.8%
RLI RLI CORP COM 0.0%
Value ($000) $7 Shares 60 Est. Cost $23.43 Unrealized +92.5%
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $7 Shares 150 Est. Cost $39.47 Unrealized +5.5%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $7 Shares 176 Est. Cost $32.53 Unrealized
ANSYS INC COM 0.0%
Value ($000) $7 Shares 22 Est. Cost $293.71 Unrealized
ADC AGREE RLTY CORP COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $50.00 Unrealized
GPRE GREEN PLAINS INC COM 0.0%
Value ($000) $7 Shares 239 Est. Cost $13.32 Unrealized +135.8%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $28.26 Unrealized +0.2%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $7 Shares 195 Est. Cost $43.11 Unrealized -16.6%
LIBERTY GLOBAL PLC SHS CL C 0.0%
Value ($000) $7 Shares 265 Est. Cost $24.99 Unrealized
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value ($000) $7 Shares 219 Est. Cost $22.83 Unrealized
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $6 Shares 26 Est. Cost $219.97 Unrealized
AES AES CORP COM 0.0%
Value ($000) $6 Shares 250 Est. Cost $20.27 Unrealized -4.5%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $6 Shares 125 Est. Cost $120.61 Unrealized -54.4%
ORGANOVO HLDGS INC COM NEW 0.0%
Value ($000) $6 Shares 1,550 Est. Cost $7.74 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $6 Shares 46 Est. Cost $140.46 Unrealized -8.1%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $6 Shares 126 Est. Cost $29.07 Unrealized +76.0%
MBUU MALIBU BOATS INC COM CL A 0.0%
Value ($000) $6 Shares 111 Est. Cost $32.54 Unrealized +98.0%
SHYFT GROUP INC COM 0.0%
Value ($000) $6 Shares 166 Est. Cost $16.87 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $6 Shares 85 Est. Cost $70.59 Unrealized
NUCANA PLC SPONSORED ADR 0.0%
Value ($000) $6 Shares 6,000 Est. Cost $4.50 Unrealized
MIMECAST LTD ORD SHS 0.0%
Value ($000) $6 Shares 73 Est. Cost $82.19 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $6 Shares 125 Est. Cost $48.00 Unrealized
HMY HARMONY GOLD MINING CO LTD SPONSORED ADR 0.0%
Value ($000) $6 Shares 1,135 Est. Cost $5.29 Unrealized
ABUS ARBUTUS BIOPHARMA CORP COM 0.0%
Value ($000) $6 Shares 2,000 Est. Cost $3.88 Unrealized -21.2%
VTR VENTAS INC COM 0.0%
Value ($000) $6 Shares 99 Est. Cost $39.17 Unrealized +21.5%
LAREDO PETROLEUM INC COM 0.0%
Value ($000) $6 Shares 70 Est. Cost $85.71 Unrealized
HUT 8 MNG CORP COM 0.0%
Value ($000) $6 Shares 1,164 Est. Cost $4.30 Unrealized
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $6 Shares 76 Est. Cost $43.09 Unrealized +61.3%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $6 Shares 68 Est. Cost $71.38 Unrealized +6.8%
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.0%
Value ($000) $6 Shares 130 Est. Cost $37.22 Unrealized
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $6 Shares 90 Est. Cost $114.87 Unrealized -36.4%
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ET 0.0%
Value ($000) $6 Shares 77 Est. Cost $47.33 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $6 Shares 104 Est. Cost $62.86 Unrealized -7.5%
OLN OLIN CORP COM PAR $1 0.0%
Value ($000) $6 Shares 120 Est. Cost $51.61 Unrealized -8.6%
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $6 Shares 150 Est. Cost $53.65 Unrealized -12.1%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $6 Shares 40 Est. Cost $145.56 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $6 Shares 81 Est. Cost $84.76 Unrealized
ACM AECOM COM 0.0%
Value ($000) $5 Shares 66 Est. Cost $49.79 Unrealized +42.1%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $5 Shares 21 Est. Cost $212.50 Unrealized +25.4%
SYNOVUS FINL CORP COM NEW 0.0%
Value ($000) $5 Shares 107 Est. Cost $45.66 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $5 Shares 157 Est. Cost $21.48 Unrealized +18.9%
DOX AMDOCS LTD SHS 0.0%
Value ($000) $5 Shares 56 Est. Cost $58.32 Unrealized +23.4%
EG EVEREST RE GROUP LTD COM 0.0%
Value ($000) $5 Shares 15 Est. Cost $199.69 Unrealized +34.0%
APA APA CORPORATION COM 0.0%
Value ($000) $5 Shares 130 Est. Cost $20.03 Unrealized +54.1%
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.0%
Value ($000) $5 Shares 65 Est. Cost $92.31 Unrealized
G GENPACT LIMITED SHS 0.0%
Value ($000) $5 Shares 123 Est. Cost $37.06 Unrealized +18.7%
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $5 Shares 79 Est. Cost $48.50 Unrealized +26.8%
SAP SAP SE SPON ADR 0.0%
Value ($000) $5 Shares 43 Est. Cost $112.92 Unrealized
SRVR PACER BENCHMARK DATA & INFRASTRUCTURE REAL ESTATE SCTR ETF 0.0%
Value ($000) $5 Shares 136 Est. Cost $36.76 Unrealized
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $5 Shares 10 Est. Cost $669.62 Unrealized -21.4%
STT STATE STR CORP COM 0.0%
Value ($000) $5 Shares 59 Est. Cost $47.53 Unrealized +70.4%
DECK DECKERS OUTDOOR CORP COM 0.0%
Value ($000) $5 Shares 20 Est. Cost $34.58 Unrealized +43.5%
SONO SONOS INC COM 0.0%
Value ($000) $5 Shares 176 Est. Cost $37.41 Unrealized -29.0%
MMSI MERIT MED SYS INC COM 0.0%
Value ($000) $5 Shares 69 Est. Cost $45.28 Unrealized +32.8%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value ($000) $4 Shares 35 Est. Cost $75.91 Unrealized +21.7%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $234.79 Unrealized -14.5%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $4 Shares 88 Est. Cost $48.93 Unrealized
MCEWEN MNG INC COM 0.0%
Value ($000) $4 Shares 5,000 Est. Cost $1.00 Unrealized
INSEEGO CORP COM 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.00 Unrealized
UCO PROSHARES ULTRA BLOOMBERG CRUDE OIL 0.0%
Value ($000) $4 Shares 24 Est. Cost $166.67 Unrealized
PROVENTION BIO INC COM 0.0%
Value ($000) $4 Shares 500 Est. Cost $11.10 Unrealized
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $4 Shares 49 Est. Cost $37.12 Unrealized +76.1%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $4 Shares 101 Est. Cost $16.97 Unrealized +82.9%
VERONA PHARMA PLC SPONSORED ADS 0.0%
Value ($000) $4 Shares 892 Est. Cost $5.61 Unrealized
ETON ETON PHARMACEUTICALS INC COM 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $7.71 Unrealized -49.0%
IPATH SERIES B BLOOMBERG GRAINS SUBINDEX TOTAL RETURN ETN 0.0%
Value ($000) $4 Shares 45 Est. Cost $88.89 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $4 Shares 18 Est. Cost $166.49 Unrealized +15.9%
ECL ECOLAB INC COM 0.0%
Value ($000) $4 Shares 22 Est. Cost $173.03 Unrealized +3.8%
EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF 0.0%
Value ($000) $4 Shares 181 Est. Cost $22.10 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $4 Shares 15 Est. Cost $36.38 Unrealized +13.4%
SPDR S&P 600 SMALL CAP ETF 0.0%
Value ($000) $4 Shares 40 Est. Cost $94.87 Unrealized
JBI JANUS INTERNATIONAL GROUP INC COMMON STOCK 0.0%
Value ($000) $4 Shares 500 Est. Cost $13.32 Unrealized -23.7%
FINX GLOBAL X FINTECH THEMATIC ETF 0.0%
Value ($000) $4 Shares 132 Est. Cost $45.36 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $4 Shares 36 Est. Cost $80.75 Unrealized
VTHR VANGUARD RUSSELL 3000 ETF 0.0%
Value ($000) $3 Shares 14 Est. Cost $152.26 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $3 Shares 138 Est. Cost $12.65 Unrealized +12.2%
RESOLUTE FST PRODS INC COM 0.0%
Value ($000) $3 Shares 233 Est. Cost $12.88 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $54.02 Unrealized +11.3%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $3 Shares 55 Est. Cost $70.73 Unrealized -14.0%
MKSI MKS INSTRS INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $103.13 Unrealized +45.8%
L LOEWS CORP COM 0.0%
Value ($000) $3 Shares 43 Est. Cost $55.22 Unrealized +9.5%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $3 Shares 29 Est. Cost $115.96 Unrealized -18.2%
DX DYNEX CAP INC COM 0.0%
Value ($000) $3 Shares 199 Est. Cost $17.58 Unrealized
DJT DIGITAL WORLD ACQUISITION CORP CLASS A COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $45.24 Unrealized +66.3%
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $207.55 Unrealized +31.1%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $3 Shares 34 Est. Cost $93.30 Unrealized
ADAMS DIVERSIFIED EQUITY FD COM 0.0%
Value ($000) $3 Shares 147 Est. Cost $18.26 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $3 Shares 32 Est. Cost $52.76 Unrealized +13.8%
WLK WESTLAKE CORPORATION COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $68.91 Unrealized +48.2%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $3 Shares 5 Est. Cost $535.97 Unrealized +17.4%
DVA DAVITA INC COM 0.0%
Value ($000) $3 Shares 28 Est. Cost $104.73 Unrealized +7.2%
DCH AMERICAN AXLE & MFG HLDGS INC COM 0.0%
Value ($000) $3 Shares 350 Est. Cost $15.88 Unrealized -46.3%
APTIV PLC SHS 0.0%
Value ($000) $3 Shares 26 Est. Cost $155.12 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $3 Shares 5 Est. Cost $38.45 Unrealized +16.2%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $3 Shares 6 Est. Cost $284.14 Unrealized +43.0%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $2 Shares 20 Est. Cost $78.34 Unrealized +14.3%
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $286.04 Unrealized +7.8%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $2 Shares 40 Est. Cost $28.98 Unrealized +23.9%
ZENDESK INC COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $157.89 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $2 Shares 151 Est. Cost $18.71 Unrealized
SJT SAN JUAN BASIN RTY TR UNIT BEN INT 0.0%
Value ($000) $2 Shares 197 Est. Cost $4.00 Unrealized
CENTA CENTRAL GARDEN & PET CO CL A NON-VTG 0.0%
Value ($000) $2 Shares 54 Est. Cost $30.05 Unrealized +14.3%
WAB WABTEC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $71.48 Unrealized +26.7%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $2 Shares 45 Est. Cost $49.88 Unrealized
LYFT LYFT INC CL A COM 0.0%
Value ($000) $2 Shares 54 Est. Cost $57.52 Unrealized -31.9%
TCR2 THERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 900 Est. Cost $2.22 Unrealized
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $42.18 Unrealized -3.1%
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $412.93 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $116.00 Unrealized +25.9%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $162.73 Unrealized +2.3%
CPRT COPART INC COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $27.00 Unrealized +17.6%
VIRGIN GALACTIC HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 160 Est. Cost $18.75 Unrealized
BBCA JPMORGAN BETABUILDERS CANADA ETF 0.0%
Value ($000) $2 Shares 23 Est. Cost $29.59 Unrealized
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $105.22 Unrealized +8.8%
DTEC ALPS DISRUPTIVE TECHNOLOGIES ETF 0.0%
Value ($000) $2 Shares 37 Est. Cost $54.05 Unrealized
HIVE BLOCKCHAIN TECHNLGIES LTD COM 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $3.00 Unrealized
ITGR INTEGER HLDGS CORP COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $50.36 Unrealized +60.3%
CHICOS FAS INC COM 0.0%
Value ($000) $2 Shares 404 Est. Cost $17.41 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $2 Shares 36 Est. Cost $39.46 Unrealized +35.1%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $256.22 Unrealized +11.5%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $2 Shares 26 Est. Cost $99.10 Unrealized -1.7%
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $2 Shares 22 Est. Cost $98.74 Unrealized +15.7%
IART INTEGRA LIFESCIENCES HLDGS CP COM NEW 0.0%
Value ($000) $2 Shares 31 Est. Cost $52.42 Unrealized +25.6%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $2 Shares 52 Est. Cost $31.77 Unrealized +13.7%
TILRAY BRANDS INC COM CL 2 0.0%
Value ($000) $2 Shares 209 Est. Cost $17.12 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $411.90 Unrealized +18.2%
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $28.74 Unrealized
MC MOELIS & CO CL A 0.0%
Value ($000) $1 Shares 28 Est. Cost $22.34 Unrealized +91.0%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $38.73 Unrealized +88.1%
JHG JANUS HENDERSON GROUP PLC ORD SHS 0.0%
Value ($000) $1 Shares 15 Est. Cost $36.03 Unrealized 0.0%
SUSA ISHARES MSCI USA ESG SELECT ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $150.00 Unrealized
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $24.57 Unrealized
BBAX JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $1 Shares 11 Est. Cost $111.89 Unrealized
FVRR FIVERR INTL LTD ORD SHS 0.0%
Value ($000) $1 Shares 14 Est. Cost $51.39 Unrealized +54.2%
SRTA BLADE AIR MOBILITY INC CL A COM 0.0%
Value ($000) $1 Shares 150 Est. Cost $9.87 Unrealized -28.8%
PTLO PORTILLOS INC COM CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $40.09 Unrealized -34.0%
BRCC BRC INC COM CL A 0.0%
Value ($000) $1 Shares 30 Est. Cost $17.65 Unrealized 0.0%
AUR AURORA INNOVATION INC CLASS A COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.76 Unrealized 0.0%
RRX REGAL REXNORD CORPORATION COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $110.43 Unrealized +45.1%
BBEU JPMORGAN BETABUILDERS EUROPE ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $27.57 Unrealized
DERM JOURNEY MED CORP COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $4.99 Unrealized 0.0%
DRAFTKINGS INC COM CL A 0.0%
Value ($000) $1 Shares 40 Est. Cost $50.00 Unrealized
OSUR ORASURE TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 150 Est. Cost $10.34 Unrealized -22.8%
FOOT LOCKER INC COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $50.00 Unrealized
AMC ENTMT HLDGS INC CL A COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $27.52 Unrealized
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $1 Shares 132 Est. Cost $27.18 Unrealized
GAP GAP INC COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $17.56 Unrealized -23.4%
MBB ISHARES MBS ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
CUK CARNIVAL PLC ADR 0.0%
Value ($000) $1 Shares 65 Est. Cost $15.38 Unrealized
MARATHON OIL CORP COM 0.0%
Value ($000) $1 Shares 34 Est. Cost $4.67 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $1 Shares 5 Est. Cost $155.42 Unrealized +2.5%
FISKER INC CL A COM STK 0.0%
Value ($000) $1 Shares 104 Est. Cost $17.15 Unrealized
ESNT ESSENT GROUP LTD COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $40.49 Unrealized +2.3%
KR KROGER CO COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $33.49 Unrealized +36.3%
ACCELERATE DIAGNOSTICS INC COM 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $24.46 Unrealized
BCE BCE INC COM NEW 0.0%
Value ($000) $1 Shares 27 Est. Cost $37.23 Unrealized +7.4%
MREO MEREO BIOPHARMA GROUP PLC ADS 0.0%
Value ($000) $0 Shares 48 Est. Cost Unrealized
CX CEMEX SAB DE CV SPON ADR NEW 0.0%
Value ($000) $0 Shares 17 Est. Cost $10.00 Unrealized
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $40.00 Unrealized
HANESBRANDS INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $15.63 Unrealized
IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
GL GLOBE LIFE INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $89.50 Unrealized +9.7%
AREN THE ARENA GROUP HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 33 Est. Cost $10.53 Unrealized 0.0%
SUNDIAL GROWERS INC COM 0.0%
Value ($000) $0 Shares 600 Est. Cost $1.67 Unrealized
CHIMERA INVT CORP COM NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
PLUS THERAPEUTICS INC COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $122.66 Unrealized +29.5%
LILAK LIBERTY LATIN AMERICA LTD COM CL C 0.0%
Value ($000) $0 Shares 7 Est. Cost $12.12 Unrealized -13.7%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
IEP ICAHN ENTERPRISES LP DEPOSITARY UNIT 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
SVVC FIRSTHAND TECHNOLOGY VALUE FD COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $20.79 Unrealized -82.1%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $10.66 Unrealized +1.1%
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $6.14 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $132.89 Unrealized
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $37.59 Unrealized -6.9%
HL HECLA MNG CO COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $5.54 Unrealized +2.5%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
RIOT RIOT BLOCKCHAIN INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $14.03 Unrealized +28.7%
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized