Plante Moran Financial Advisors, LLC Diversified Active

CIK: 0001424717 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 7, 2023

Total Value ($000): $832,518 (100.0% shares, 0.0% debt)

Holdings (760)

VOO VANGUARD S&P 500 ETF 39.9%
Value ($000) $332,204 Shares 845,948 Est. Cost $377.26 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 8.9%
Value ($000) $74,079 Shares 1,694,391 Est. Cost $46.62 Unrealized
PEP PEPSICO INC COM 7.4%
Value ($000) $61,390 Shares 362,312 Est. Cost $113.44 Unrealized +47.3%
MUB ISHARES NATIONAL MUNI BOND ETF 6.0%
Value ($000) $49,873 Shares 486,379 Est. Cost $106.34 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 5.0%
Value ($000) $41,829 Shares 291,838 Est. Cost $155.05 Unrealized
VV VANGUARD LARGE-CAP ETF 4.0%
Value ($000) $33,481 Shares 171,090 Est. Cost $177.43 Unrealized
SYK STRYKER CORPORATION COM 3.5%
Value ($000) $28,723 Shares 105,109 Est. Cost $138.33 Unrealized +102.4%
YUM YUM BRANDS INC COM 2.2%
Value ($000) $18,392 Shares 147,208 Est. Cost $86.60 Unrealized +45.0%
AAPL APPLE INC COM 2.0%
Value ($000) $16,441 Shares 96,026 Est. Cost $102.12 Unrealized +77.6%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 1.9%
Value ($000) $15,991 Shares 515,661 Est. Cost $30.37 Unrealized
SPY SPDR S&P 500 ETF TRUST 1.3%
Value ($000) $11,016 Shares 25,766 Est. Cost $248.60 Unrealized
YUMC YUM CHINA HLDGS INC COM 1.0%
Value ($000) $8,113 Shares 145,610 Est. Cost $40.27 Unrealized +38.9%
MSFT MICROSOFT CORP COM 0.9%
Value ($000) $7,274 Shares 23,037 Est. Cost $86.76 Unrealized +274.1%
IVV ISHARES CORE S&P 500 ETF 0.6%
Value ($000) $5,396 Shares 12,565 Est. Cost $293.80 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.6%
Value ($000) $4,773 Shares 13,626 Est. Cost $193.27 Unrealized +83.6%
VBR VANGUARD SMALL CAP VALUE ETF 0.4%
Value ($000) $3,636 Shares 22,797 Est. Cost $154.62 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.4%
Value ($000) $3,254 Shares 48,086 Est. Cost $69.68 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.4%
Value ($000) $3,168 Shares 14,914 Est. Cost $197.43 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.4%
Value ($000) $3,162 Shares 7,184 Est. Cost $317.63 Unrealized +32.8%
VUG VANGUARD GROWTH ETF 0.4%
Value ($000) $3,023 Shares 11,102 Est. Cost $200.78 Unrealized
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $2,942 Shares 25,024 Est. Cost $56.74 Unrealized +78.0%
AMZN AMAZON COM INC COM 0.3%
Value ($000) $2,679 Shares 21,075 Est. Cost $125.64 Unrealized +6.7%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $2,565 Shares 9,736 Est. Cost $216.35 Unrealized +24.6%
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $2,343 Shares 17,906 Est. Cost $108.13 Unrealized +18.7%
GNTX GENTEX CORP COM 0.3%
Value ($000) $2,275 Shares 69,900 Est. Cost $31.96 Unrealized +0.3%
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $2,236 Shares 15,416 Est. Cost $105.06 Unrealized +35.5%
NVDA NVIDIA CORPORATION COM 0.3%
Value ($000) $2,163 Shares 4,973 Est. Cost $23.70 Unrealized +88.9%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $2,154 Shares 14,768 Est. Cost $88.05 Unrealized +63.7%
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $2,052 Shares 13,176 Est. Cost $113.19 Unrealized +35.4%
ABBV ABBVIE INC COM 0.2%
Value ($000) $1,872 Shares 12,559 Est. Cost $64.18 Unrealized +110.9%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $1,775 Shares 13,465 Est. Cost $107.02 Unrealized +20.6%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $1,594 Shares 3 Est. Cost $323272.47 Unrealized +66.7%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $1,467 Shares 5,517 Est. Cost $184.41 Unrealized
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $1,461 Shares 8,663 Est. Cost $93.98 Unrealized +55.1%
MRK MERCK & CO INC COM 0.2%
Value ($000) $1,460 Shares 14,180 Est. Cost $82.73 Unrealized +20.7%
HD HOME DEPOT INC COM 0.2%
Value ($000) $1,450 Shares 4,799 Est. Cost $179.83 Unrealized +68.5%
DTE DTE ENERGY CO COM 0.2%
Value ($000) $1,405 Shares 14,150 Est. Cost $83.23 Unrealized +18.7%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $1,250 Shares 2,479 Est. Cost $278.85 Unrealized +68.5%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $1,128 Shares 16,295 Est. Cost $70.67 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $1,099 Shares 11,347 Est. Cost $61.05 Unrealized +64.5%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.1%
Value ($000) $990 Shares 4,623 Est. Cost $151.53 Unrealized
BF/B BROWN FORMAN CORP CL B 0.1%
Value ($000) $931 Shares 16,139 Est. Cost $33.87 Unrealized +85.9%
V VISA INC COM CL A 0.1%
Value ($000) $905 Shares 3,935 Est. Cost $112.34 Unrealized +110.2%
PRF INVESCO FTSE RAFI US 1000 ETF 0.1%
Value ($000) $890 Shares 27,975 Est. Cost $48.68 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $883 Shares 12,812 Est. Cost $68.67 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $827 Shares 3,439 Est. Cost $73.84 Unrealized +213.1%
LLY ELI LILLY & CO COM 0.1%
Value ($000) $815 Shares 1,518 Est. Cost $163.58 Unrealized +209.8%
ORCL ORACLE CORP COM 0.1%
Value ($000) $797 Shares 7,522 Est. Cost $57.69 Unrealized +95.5%
QQQ INVESCO QQQ TRUST SERIES I 0.1%
Value ($000) $791 Shares 2,207 Est. Cost $360.12 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $789 Shares 1,396 Est. Cost $287.02 Unrealized +85.4%
BF/A BROWN FORMAN CORP CL A 0.1%
Value ($000) $779 Shares 13,404 Est. Cost $21.59 Unrealized +197.6%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $776 Shares 11,178 Est. Cost $46.45 Unrealized +44.7%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $764 Shares 5,034 Est. Cost $149.66 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $725 Shares 2,921 Est. Cost $202.80 Unrealized +8.6%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $710 Shares 4,618 Est. Cost $140.89 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.1%
Value ($000) $703 Shares 11,661 Est. Cost $47.15 Unrealized +32.2%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.1%
Value ($000) $689 Shares 11,617 Est. Cost $42.62 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $667 Shares 4,754 Est. Cost $109.78 Unrealized +20.0%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.1%
Value ($000) $658 Shares 14,403 Est. Cost $44.84 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $647 Shares 19,499 Est. Cost $28.78 Unrealized +6.2%
AON AON PLC SHS CL A 0.1%
Value ($000) $632 Shares 1,948 Est. Cost $198.61 Unrealized +63.8%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $630 Shares 3,562 Est. Cost $159.58 Unrealized
OLO INC CL A 0.1%
Value ($000) $608 Shares 100,284 Est. Cost $8.84 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $602 Shares 2,241 Est. Cost $171.65 Unrealized +35.1%
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.1%
Value ($000) $595 Shares 17,487 Est. Cost $31.58 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.1%
Value ($000) $594 Shares 1,299 Est. Cost $367.79 Unrealized
TILT FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND 0.1%
Value ($000) $576 Shares 3,538 Est. Cost $148.60 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $549 Shares 5,933 Est. Cost $76.40 Unrealized +12.8%
F FORD MTR CO DEL COM 0.1%
Value ($000) $548 Shares 44,131 Est. Cost $8.96 Unrealized +23.9%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $545 Shares 3,505 Est. Cost $115.54 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $544 Shares 3,928 Est. Cost $54.32 Unrealized +158.5%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $536 Shares 2,726 Est. Cost $135.04 Unrealized +43.7%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $529 Shares 5,619 Est. Cost $109.68 Unrealized
DIS DISNEY WALT CO COM 0.1%
Value ($000) $524 Shares 6,465 Est. Cost $118.57 Unrealized -29.6%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $519 Shares 3,165 Est. Cost $152.51 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $506 Shares 1,277 Est. Cost $212.60 Unrealized +86.4%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $505 Shares 8,820 Est. Cost $61.05 Unrealized +5.5%
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $495 Shares 5,247 Est. Cost $88.21 Unrealized
CTAS CINTAS CORP COM 0.1%
Value ($000) $483 Shares 1,004 Est. Cost $26.38 Unrealized +362.6%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $481 Shares 5,107 Est. Cost $88.20 Unrealized
CMS CMS ENERGY CORP COM 0.1%
Value ($000) $469 Shares 8,836 Est. Cost $48.95 Unrealized +9.8%
BA BOEING CO COM 0.1%
Value ($000) $462 Shares 2,409 Est. Cost $223.49 Unrealized -2.1%
META META PLATFORMS INC CL A 0.1%
Value ($000) $457 Shares 1,521 Est. Cost $256.77 Unrealized +16.5%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $456 Shares 2,467 Est. Cost $156.60 Unrealized +11.0%
R1 RCM INC COM 0.1%
Value ($000) $443 Shares 29,419 Est. Cost $18.32 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $441 Shares 1,768 Est. Cost $156.42 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $434 Shares 4,753 Est. Cost $79.38 Unrealized +16.5%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $425 Shares 3,546 Est. Cost $59.51 Unrealized +81.3%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $416 Shares 3,619 Est. Cost $91.39 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $409 Shares 2,966 Est. Cost $123.98 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $391 Shares 3,782 Est. Cost $100.83 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $390 Shares 2,176 Est. Cost $22.62 Unrealized +652.8%
WMT WALMART INC COM 0.0%
Value ($000) $388 Shares 2,425 Est. Cost $28.79 Unrealized +79.9%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $384 Shares 5,095 Est. Cost $44.07 Unrealized +69.3%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $383 Shares 6,968 Est. Cost $49.92 Unrealized +17.1%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $377 Shares 1,933 Est. Cost $193.03 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $373 Shares 1,621 Est. Cost $181.80 Unrealized +26.5%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $362 Shares 6,979 Est. Cost $53.68 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $360 Shares 1,534 Est. Cost $198.31 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $347 Shares 5,014 Est. Cost $73.33 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $338 Shares 2,360 Est. Cost $108.88 Unrealized +35.1%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $328 Shares 2,009 Est. Cost $162.60 Unrealized -1.7%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $323 Shares 11,798 Est. Cost $21.26 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $321 Shares 6,346 Est. Cost $59.97 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $314 Shares 3,254 Est. Cost $53.58 Unrealized +70.1%
PRA PROASSURANCE CORP COM 0.0%
Value ($000) $309 Shares 16,375 Est. Cost $38.33 Unrealized -54.8%
TSLA TESLA INC COM 0.0%
Value ($000) $308 Shares 1,231 Est. Cost $261.00 Unrealized -1.6%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $307 Shares 1,611 Est. Cost $122.70 Unrealized +50.4%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $300 Shares 5,585 Est. Cost $37.97 Unrealized +32.5%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $300 Shares 1,524 Est. Cost $241.12 Unrealized -15.0%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $299 Shares 2,286 Est. Cost $134.07 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $295 Shares 7,005 Est. Cost $33.43 Unrealized +9.0%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $293 Shares 7,168 Est. Cost $36.84 Unrealized +10.4%
UNP UNION PAC CORP COM 0.0%
Value ($000) $288 Shares 1,415 Est. Cost $150.53 Unrealized +37.0%
MMM 3M CO COM 0.0%
Value ($000) $280 Shares 2,986 Est. Cost $90.45 Unrealized -12.0%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $277 Shares 1,301 Est. Cost $85.34 Unrealized +145.7%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $276 Shares 1,706 Est. Cost $107.16 Unrealized +74.1%
SO SOUTHERN CO COM 0.0%
Value ($000) $273 Shares 4,223 Est. Cost $61.20 Unrealized +4.2%
ADBE ADOBE INC COM 0.0%
Value ($000) $272 Shares 534 Est. Cost $290.63 Unrealized +80.5%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $272 Shares 2,075 Est. Cost $98.64 Unrealized +41.8%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $272 Shares 2,524 Est. Cost $97.15 Unrealized
FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 0.0%
Value ($000) $260 Shares 10,831 Est. Cost $22.77 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $259 Shares 7,296 Est. Cost $31.04 Unrealized +10.2%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $257 Shares 2,371 Est. Cost $90.30 Unrealized +21.1%
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $256 Shares 1,876 Est. Cost $100.68 Unrealized +4.9%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $253 Shares 927 Est. Cost $179.26 Unrealized +45.9%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $253 Shares 1,213 Est. Cost $206.84 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $249 Shares 2,436 Est. Cost $107.24 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $247 Shares 2,684 Est. Cost $82.78 Unrealized +10.6%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $242 Shares 6,920 Est. Cost $34.90 Unrealized
CAMBRIDGE BANCORP COM 0.0%
Value ($000) $242 Shares 3,880 Est. Cost $54.31 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $237 Shares 2,668 Est. Cost $50.22 Unrealized +69.9%
AEE AMEREN CORP COM 0.0%
Value ($000) $236 Shares 3,150 Est. Cost $68.86 Unrealized +9.6%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $231 Shares 5,694 Est. Cost $16.58 Unrealized +123.1%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $224 Shares 4,229 Est. Cost $35.96 Unrealized +32.0%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $221 Shares 4,434 Est. Cost $69.20 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $220 Shares 3,750 Est. Cost $51.05 Unrealized
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value ($000) $216 Shares 2,669 Est. Cost $53.37 Unrealized
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.0%
Value ($000) $214 Shares 4,382 Est. Cost $55.56 Unrealized
CMA COMERICA INC COM 0.0%
Value ($000) $213 Shares 5,126 Est. Cost $57.80 Unrealized -27.4%
RTX RTX CORPORATION COM 0.0%
Value ($000) $206 Shares 2,866 Est. Cost $74.92 Unrealized +8.4%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $203 Shares 1,573 Est. Cost $109.67 Unrealized
IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF 0.0%
Value ($000) $200 Shares 3,300 Est. Cost $74.64 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $199 Shares 1,273 Est. Cost $110.00 Unrealized +45.0%
KELLANOVA COM 0.0%
Value ($000) $196 Shares 3,296 Est. Cost $46.71 Unrealized +17.5%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $196 Shares 4,001 Est. Cost $46.39 Unrealized
DOV DOVER CORP COM 0.0%
Value ($000) $195 Shares 1,395 Est. Cost $53.66 Unrealized +161.6%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $192 Shares 1,194 Est. Cost $149.05 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $191 Shares 1,741 Est. Cost $137.37 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $190 Shares 2,198 Est. Cost $93.72 Unrealized
FTNT FORTINET INC COM 0.0%
Value ($000) $188 Shares 3,205 Est. Cost $51.63 Unrealized +28.2%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $186 Shares 1,246 Est. Cost $145.47 Unrealized +9.2%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $185 Shares 2,610 Est. Cost $67.77 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $184 Shares 3,282 Est. Cost $35.13 Unrealized +58.6%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $184 Shares 7,006 Est. Cost $27.03 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $181 Shares 355 Est. Cost $409.76 Unrealized +21.7%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $181 Shares 2,386 Est. Cost $79.28 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $180 Shares 667 Est. Cost $164.29 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $179 Shares 2,583 Est. Cost $77.24 Unrealized +4.0%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $179 Shares 1,704 Est. Cost $97.97 Unrealized
CACC CREDIT ACCEP CORP MICH COM 0.0%
Value ($000) $178 Shares 387 Est. Cost $402.77 Unrealized +25.7%
IMCB ISHARES MORNINGSTAR MID-CAP ETF 0.0%
Value ($000) $171 Shares 2,869 Est. Cost $62.30 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $169 Shares 5,208 Est. Cost $40.22 Unrealized -27.9%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $169 Shares 2,416 Est. Cost $60.64 Unrealized +6.5%
DE DEERE & CO COM 0.0%
Value ($000) $167 Shares 443 Est. Cost $283.52 Unrealized +40.4%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $166 Shares 2,430 Est. Cost $78.50 Unrealized
WTFC WINTRUST FINL CORP COM 0.0%
Value ($000) $164 Shares 2,169 Est. Cost $72.64 Unrealized +8.3%
RPM RPM INTL INC COM 0.0%
Value ($000) $163 Shares 1,722 Est. Cost $72.10 Unrealized +35.2%
AFL AFLAC INC COM 0.0%
Value ($000) $163 Shares 2,120 Est. Cost $44.77 Unrealized +57.5%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $162 Shares 1,468 Est. Cost $70.58 Unrealized +25.6%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $161 Shares 5,867 Est. Cost $29.90 Unrealized -7.0%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $161 Shares 683 Est. Cost $244.87 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $159 Shares 1,026 Est. Cost $66.54 Unrealized +101.6%
BLD TOPBUILD CORP COM 0.0%
Value ($000) $158 Shares 629 Est. Cost $151.16 Unrealized +82.2%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $158 Shares 2,455 Est. Cost $60.39 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $158 Shares 1,011 Est. Cost $149.21 Unrealized +1.6%
CSX CSX CORP COM 0.0%
Value ($000) $157 Shares 5,119 Est. Cost $29.24 Unrealized +4.6%
NOW SERVICENOW INC COM 0.0%
Value ($000) $154 Shares 276 Est. Cost $73.08 Unrealized +56.1%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $154 Shares 2,058 Est. Cost $24.71 Unrealized +20.9%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $152 Shares 390 Est. Cost $200.87 Unrealized +94.9%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $149 Shares 3,369 Est. Cost $32.31 Unrealized +28.4%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $148 Shares 865 Est. Cost $167.38 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $148 Shares 605 Est. Cost $217.93 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $148 Shares 178 Est. Cost $43.84 Unrealized +91.5%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $148 Shares 1,442 Est. Cost $74.20 Unrealized +32.5%
NKE NIKE INC CL B 0.0%
Value ($000) $147 Shares 1,536 Est. Cost $104.31 Unrealized -5.8%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $145 Shares 1,624 Est. Cost $117.02 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $145 Shares 956 Est. Cost $48.92 Unrealized +171.1%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $143 Shares 756 Est. Cost $182.79 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $142 Shares 2,448 Est. Cost $52.68 Unrealized +3.2%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $142 Shares 1,033 Est. Cost $446.75 Unrealized -63.2%
ANDE ANDERSONS INC COM 0.0%
Value ($000) $142 Shares 2,750 Est. Cost $44.83 Unrealized +7.3%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $140 Shares 1,507 Est. Cost $103.46 Unrealized
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value ($000) $140 Shares 2,700 Est. Cost $51.99 Unrealized
NEOG NEOGEN CORP COM 0.0%
Value ($000) $139 Shares 7,494 Est. Cost $32.91 Unrealized -33.8%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $138 Shares 200 Est. Cost $228.06 Unrealized +210.7%
MLKN MILLERKNOLL INC COM 0.0%
Value ($000) $138 Shares 5,652 Est. Cost $23.69 Unrealized -27.2%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $135 Shares 350 Est. Cost $231.84 Unrealized +64.8%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $135 Shares 664 Est. Cost $144.61 Unrealized +35.4%
ARM ARM HOLDINGS PLC SPONSORED ADR 0.0%
Value ($000) $134 Shares 2,500 Est. Cost $53.52 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $130 Shares 4,280 Est. Cost $24.85 Unrealized +23.5%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF 0.0%
Value ($000) $127 Shares 4,008 Est. Cost $26.82 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $125 Shares 4,945 Est. Cost $23.58 Unrealized +3.9%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $124 Shares 1,961 Est. Cost $39.14 Unrealized +48.1%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $123 Shares 1,697 Est. Cost $55.92 Unrealized
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.0%
Value ($000) $121 Shares 2,307 Est. Cost $44.23 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $120 Shares 2,249 Est. Cost $58.14 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $118 Shares 2,315 Est. Cost $47.99 Unrealized +7.4%
CWST CASELLA WASTE SYS INC CL A 0.0%
Value ($000) $118 Shares 1,549 Est. Cost $28.92 Unrealized +183.4%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $117 Shares 1,415 Est. Cost $90.65 Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $116 Shares 3,152 Est. Cost $24.71 Unrealized +78.9%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $115 Shares 1,001 Est. Cost $78.34 Unrealized +43.2%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $115 Shares 278 Est. Cost $334.74 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $113 Shares 543 Est. Cost $143.83 Unrealized +49.4%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $113 Shares 741 Est. Cost $107.37 Unrealized +45.3%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $111 Shares 10,720 Est. Cost $11.65 Unrealized -13.4%
DOW DOW INC COM 0.0%
Value ($000) $111 Shares 2,155 Est. Cost $41.18 Unrealized +12.4%
FNDX SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF 0.0%
Value ($000) $109 Shares 1,951 Est. Cost $51.15 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $109 Shares 2,943 Est. Cost $44.38 Unrealized -4.7%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $108 Shares 322 Est. Cost $336.24 Unrealized
STEL STELLAR BANCORP INC COM 0.0%
Value ($000) $106 Shares 4,975 Est. Cost $22.82 Unrealized 0.0%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $105 Shares 477 Est. Cost $129.90 Unrealized +62.5%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $104 Shares 1,179 Est. Cost $67.03 Unrealized +24.7%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $103 Shares 929 Est. Cost $97.61 Unrealized +6.1%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $100 Shares 628 Est. Cost $95.55 Unrealized +66.3%
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $99 Shares 13,417 Est. Cost $9.69 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $97 Shares 1,471 Est. Cost $52.86 Unrealized +26.8%
TGT TARGET CORP COM 0.0%
Value ($000) $97 Shares 875 Est. Cost $100.12 Unrealized +16.3%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $96 Shares 1,231 Est. Cost $83.90 Unrealized -7.3%
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $96 Shares 1,000 Est. Cost $105.26 Unrealized -2.7%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $95 Shares 2,877 Est. Cost $42.95 Unrealized -19.3%
NBTB NBT BANCORP INC COM 0.0%
Value ($000) $95 Shares 2,991 Est. Cost $34.24 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $94 Shares 1,079 Est. Cost $49.02 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $93 Shares 245 Est. Cost $52.49 Unrealized -19.2%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $92 Shares 315 Est. Cost $296.47 Unrealized +5.3%
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.0%
Value ($000) $90 Shares 1,913 Est. Cost $49.74 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $90 Shares 990 Est. Cost $109.76 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $90 Shares 196 Est. Cost $240.23 Unrealized +95.4%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $89 Shares 328 Est. Cost $190.51 Unrealized +45.6%
SPGM SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF 0.0%
Value ($000) $89 Shares 1,753 Est. Cost $52.48 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $88 Shares 612 Est. Cost $167.73 Unrealized -5.2%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $87 Shares 502 Est. Cost $201.59 Unrealized -13.2%
HEI HEICO CORP NEW COM 0.0%
Value ($000) $87 Shares 535 Est. Cost $95.26 Unrealized +78.1%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $85 Shares 423 Est. Cost $90.01 Unrealized
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 0.0%
Value ($000) $85 Shares 1,680 Est. Cost $50.38 Unrealized
IDA IDACORP INC COM 0.0%
Value ($000) $84 Shares 900 Est. Cost $97.24 Unrealized +1.5%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $83 Shares 2,513 Est. Cost $32.17 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $82 Shares 1,286 Est. Cost $51.24 Unrealized +26.0%
HUBB HUBBELL INC COM 0.0%
Value ($000) $78 Shares 250 Est. Cost $308.42 Unrealized 0.0%
BLACKROCK INC COM 0.0%
Value ($000) $78 Shares 121 Est. Cost $695.12 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $77 Shares 644 Est. Cost $69.67 Unrealized +48.3%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $76 Shares 1,162 Est. Cost $62.22 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $75 Shares 5,850 Est. Cost $15.93 Unrealized -2.5%
T AT&T INC COM 0.0%
Value ($000) $73 Shares 4,872 Est. Cost $14.27 Unrealized -9.3%
NRT NORTH EUROPEAN OIL RTY TR SH BEN INT 0.0%
Value ($000) $72 Shares 5,932 Est. Cost $24.28 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $72 Shares 500 Est. Cost $111.87 Unrealized +29.2%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $71 Shares 501 Est. Cost $95.05 Unrealized +51.8%
FRME FIRST MERCHANTS CORP COM 0.0%
Value ($000) $71 Shares 2,553 Est. Cost $31.64 Unrealized -13.8%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $70 Shares 984 Est. Cost $57.88 Unrealized +22.5%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $70 Shares 661 Est. Cost $94.88 Unrealized +15.9%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $70 Shares 138 Est. Cost $502.55 Unrealized +5.2%
FNDA SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF 0.0%
Value ($000) $70 Shares 1,437 Est. Cost $44.45 Unrealized
HEI/A HEICO CORP NEW CL A 0.0%
Value ($000) $69 Shares 538 Est. Cost $76.85 Unrealized +75.9%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $66 Shares 191 Est. Cost $193.85 Unrealized +80.4%
HSY HERSHEY CO COM 0.0%
Value ($000) $65 Shares 327 Est. Cost $131.10 Unrealized +59.2%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $64 Shares 1,553 Est. Cost $54.96 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $64 Shares 528 Est. Cost $100.85 Unrealized +16.8%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $62 Shares 619 Est. Cost $101.23 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $62 Shares 1,668 Est. Cost $39.15 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $62 Shares 181 Est. Cost $304.70 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $62 Shares 824 Est. Cost $56.08 Unrealized +26.0%
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $60 Shares 509 Est. Cost $189.07 Unrealized
XAI OCTAGON FLOATING RATE & AL COM 0.0%
Value ($000) $59 Shares 8,508 Est. Cost $8.69 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $59 Shares 4,170 Est. Cost $7.26 Unrealized
OCFC OCEANFIRST FINL CORP COM 0.0%
Value ($000) $58 Shares 4,000 Est. Cost $17.99 Unrealized -17.4%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $58 Shares 514 Est. Cost $108.30 Unrealized +4.3%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $57 Shares 202 Est. Cost $193.72 Unrealized +41.9%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $57 Shares 1,694 Est. Cost $28.14 Unrealized +7.9%
SAIC SCIENCE APPLICATIONS INTL CORP COM 0.0%
Value ($000) $57 Shares 537 Est. Cost $94.72 Unrealized +21.6%
MAS MASCO CORP COM 0.0%
Value ($000) $57 Shares 1,058 Est. Cost $49.30 Unrealized +12.2%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $56 Shares 750 Est. Cost $75.65 Unrealized +3.1%
RY ROYAL BK CDA COM 0.0%
Value ($000) $55 Shares 624 Est. Cost $82.33 Unrealized +13.0%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $54 Shares 441 Est. Cost $121.82 Unrealized +6.6%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $54 Shares 488 Est. Cost $131.38 Unrealized -16.2%
BX BLACKSTONE INC COM 0.0%
Value ($000) $54 Shares 500 Est. Cost $57.35 Unrealized +69.9%
BNS BANK NOVA SCOTIA HALIFAX COM 0.0%
Value ($000) $52 Shares 1,137 Est. Cost $31.47 Unrealized +34.4%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $52 Shares 423 Est. Cost $137.73 Unrealized
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $51 Shares 256 Est. Cost $90.26 Unrealized +117.9%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $51 Shares 341 Est. Cost $151.32 Unrealized
PPA INVESCO AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $51 Shares 635 Est. Cost $84.47 Unrealized
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $51 Shares 1,233 Est. Cost $37.87 Unrealized +6.0%
NX QUANEX BLDG PRODS CORP COM 0.0%
Value ($000) $51 Shares 1,797 Est. Cost $14.59 Unrealized +81.0%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $50 Shares 360 Est. Cost $117.90 Unrealized +13.5%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $50 Shares 408 Est. Cost $152.03 Unrealized -24.3%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $50 Shares 880 Est. Cost $50.21 Unrealized +13.0%
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value ($000) $50 Shares 3,612 Est. Cost $23.12 Unrealized -28.3%
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value ($000) $48 Shares 1,050 Est. Cost $47.22 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value ($000) $48 Shares 647 Est. Cost $75.08 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $48 Shares 1,123 Est. Cost $49.01 Unrealized +3.2%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $47 Shares 146 Est. Cost $285.54 Unrealized +10.4%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $46 Shares 850 Est. Cost $42.04 Unrealized +44.1%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $46 Shares 1,238 Est. Cost $38.84 Unrealized
CPRT COPART INC COM 0.0%
Value ($000) $45 Shares 1,052 Est. Cost $37.10 Unrealized +19.8%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $45 Shares 623 Est. Cost $55.24 Unrealized +28.7%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $45 Shares 333 Est. Cost $156.40 Unrealized -9.7%
WAL WESTERN ALLIANCE BANCORP COM 0.0%
Value ($000) $44 Shares 964 Est. Cost $74.41 Unrealized -39.9%
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $44 Shares 284 Est. Cost $40.13 Unrealized +65.2%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $43 Shares 865 Est. Cost $48.53 Unrealized
PDN INVESCO FTSE RAFI DEVELOPED MARKETS EX-US SMALL-MID ETF 0.0%
Value ($000) $43 Shares 1,445 Est. Cost $25.47 Unrealized
CM CANADIAN IMPERIAL BK COMM TORO COM 0.0%
Value ($000) $43 Shares 1,104 Est. Cost $34.13 Unrealized +9.5%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $212.97 Unrealized -77.0%
HBNC HORIZON BANCORP INC COM 0.0%
Value ($000) $42 Shares 3,897 Est. Cost $14.87 Unrealized -24.5%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $42 Shares 753 Est. Cost $46.28 Unrealized +15.5%
DFUS DIMENSIONAL U.S. EQUITY ETF 0.0%
Value ($000) $41 Shares 889 Est. Cost $44.43 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $41 Shares 539 Est. Cost $77.27 Unrealized -3.7%
ODC OIL DRI CORP AMER COM 0.0%
Value ($000) $40 Shares 654 Est. Cost $14.10 Unrealized +126.5%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $40 Shares 463 Est. Cost $53.08 Unrealized +63.3%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $40 Shares 480 Est. Cost $109.24 Unrealized -23.0%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $40 Shares 279 Est. Cost $58.19 Unrealized +109.9%
COLB COLUMBIA BKG SYS INC COM 0.0%
Value ($000) $40 Shares 1,947 Est. Cost $30.48 Unrealized -41.0%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $39 Shares 176 Est. Cost $259.47 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $39 Shares 2,462 Est. Cost $17.47 Unrealized
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $39 Shares 568 Est. Cost $60.18 Unrealized
KVUE KENVUE INC COM 0.0%
Value ($000) $39 Shares 1,957 Est. Cost $21.04 Unrealized 0.0%
MTB M & T BK CORP COM 0.0%
Value ($000) $39 Shares 310 Est. Cost $92.35 Unrealized +30.5%
FDT FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND 0.0%
Value ($000) $39 Shares 773 Est. Cost $55.40 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $39 Shares 765 Est. Cost $54.88 Unrealized -10.8%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $38 Shares 476 Est. Cost $86.72 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $38 Shares 421 Est. Cost $76.01 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $37 Shares 214 Est. Cost $166.55 Unrealized +6.3%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $37 Shares 428 Est. Cost $112.48 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $37 Shares 20 Est. Cost $27.42 Unrealized +42.2%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $37 Shares 84 Est. Cost $275.56 Unrealized +58.5%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $37 Shares 148 Est. Cost $157.85 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $36 Shares 630 Est. Cost $86.31 Unrealized
CHAMPIONX CORPORATION COM 0.0%
Value ($000) $36 Shares 1,022 Est. Cost $12.70 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $36 Shares 2,192 Est. Cost $17.49 Unrealized +5.5%
NTES NETEASE INC SPONSORED ADS 0.0%
Value ($000) $36 Shares 360 Est. Cost $96.12 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $35 Shares 73 Est. Cost $361.51 Unrealized +33.5%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $35 Shares 511 Est. Cost $67.59 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $35 Shares 135 Est. Cost $224.63 Unrealized +15.0%
ADAMS DIVERSIFIED EQUITY FD COM 0.0%
Value ($000) $35 Shares 2,082 Est. Cost $16.30 Unrealized
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value ($000) $35 Shares 688 Est. Cost $69.22 Unrealized
HTGC HERCULES CAPITAL INC COM 0.0%
Value ($000) $34 Shares 2,081 Est. Cost $13.27 Unrealized +23.4%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $34 Shares 369 Est. Cost $78.59 Unrealized +25.3%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $34 Shares 1,027 Est. Cost $40.69 Unrealized -20.1%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $34 Shares 991 Est. Cost $31.74 Unrealized
LIN LINDE PLC SHS 0.0%
Value ($000) $34 Shares 90 Est. Cost $329.25 Unrealized +12.1%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $33 Shares 1,632 Est. Cost $21.89 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $32 Shares 412 Est. Cost $78.46 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.0%
Value ($000) $32 Shares 950 Est. Cost $59.43 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $32 Shares 262 Est. Cost $108.44 Unrealized
OUNZ VANECK MERK GOLD TRUST 0.0%
Value ($000) $32 Shares 1,800 Est. Cost $16.67 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $32 Shares 325 Est. Cost $98.47 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $32 Shares 949 Est. Cost $41.29 Unrealized -26.1%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $32 Shares 135 Est. Cost $86.51 Unrealized +36.8%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $31 Shares 338 Est. Cost $36.07 Unrealized +24.3%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $31 Shares 308 Est. Cost $97.13 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $31 Shares 258 Est. Cost $107.55 Unrealized +15.6%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value ($000) $31 Shares 292 Est. Cost $98.68 Unrealized
SIVR ABRDN PHYSICAL SILVER SHARES ETF 0.0%
Value ($000) $30 Shares 1,422 Est. Cost $22.49 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $30 Shares 129 Est. Cost $162.69 Unrealized +43.9%
NI NISOURCE INC COM 0.0%
Value ($000) $30 Shares 1,224 Est. Cost $20.53 Unrealized +22.0%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $30 Shares 1,102 Est. Cost $39.21 Unrealized -21.2%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $30 Shares 1,610 Est. Cost $24.30 Unrealized -27.3%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $29 Shares 965 Est. Cost $33.05 Unrealized -4.3%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $29 Shares 515 Est. Cost $45.78 Unrealized +20.5%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $29 Shares 169 Est. Cost $177.11 Unrealized -0.1%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $29 Shares 1,023 Est. Cost $41.28 Unrealized -34.2%
CRM SALESFORCE INC COM 0.0%
Value ($000) $29 Shares 144 Est. Cost $227.16 Unrealized -6.0%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $29 Shares 7,800 Est. Cost $5.21 Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $29 Shares 750 Est. Cost $36.16 Unrealized 0.0%
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $28 Shares 265 Est. Cost $40.98 Unrealized +145.0%
MARATHON OIL CORP COM 0.0%
Value ($000) $28 Shares 1,062 Est. Cost $26.75 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $28 Shares 392 Est. Cost $103.62 Unrealized
YTRA YATRA ONLINE INC ORD SHS 0.0%
Value ($000) $28 Shares 14,000 Est. Cost $2.34 Unrealized -5.5%
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.0%
Value ($000) $28 Shares 557 Est. Cost $50.32 Unrealized
IVT INVENTRUST PPTYS CORP COM NEW 0.0%
Value ($000) $28 Shares 1,176 Est. Cost $27.21 Unrealized
CRH CRH PLC ORD 0.0%
Value ($000) $28 Shares 510 Est. Cost $54.36 Unrealized 0.0%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $28 Shares 324 Est. Cost $60.67 Unrealized +38.3%
KRG KITE RLTY GROUP TR COM NEW 0.0%
Value ($000) $28 Shares 1,284 Est. Cost $21.81 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value ($000) $27 Shares 663 Est. Cost $36.30 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $26 Shares 411 Est. Cost $56.93 Unrealized
GBCI GLACIER BANCORP INC NEW COM 0.0%
Value ($000) $26 Shares 904 Est. Cost $33.92 Unrealized -16.0%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $26 Shares 707 Est. Cost $44.07 Unrealized
ONTO ONTO INNOVATION INC COM 0.0%
Value ($000) $26 Shares 200 Est. Cost $59.55 Unrealized +99.6%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $25 Shares 183 Est. Cost $86.64 Unrealized +38.9%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $25 Shares 83 Est. Cost $257.39 Unrealized +18.3%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $25 Shares 567 Est. Cost $59.35 Unrealized -25.8%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $25 Shares 125 Est. Cost $168.41 Unrealized
ETFMG PRIME CYBER SECURITY ETFMG PRIME CYBER SECURITY FUND 0.0%
Value ($000) $25 Shares 479 Est. Cost $45.09 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $25 Shares 276 Est. Cost $88.80 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.0%
Value ($000) $24 Shares 322 Est. Cost $79.79 Unrealized
CHRD CHORD ENERGY CORPORATION COM NEW 0.0%
Value ($000) $24 Shares 150 Est. Cost $102.32 Unrealized +33.7%
MOH MOLINA HEALTHCARE INC COM 0.0%
Value ($000) $24 Shares 74 Est. Cost $238.69 Unrealized +31.9%
O REALTY INCOME CORP COM 0.0%
Value ($000) $24 Shares 484 Est. Cost $51.48 Unrealized -2.6%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $24 Shares 98 Est. Cost $253.94 Unrealized +5.7%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $24 Shares 328 Est. Cost $96.03 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $24 Shares 1,072 Est. Cost $62.40 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $24 Shares 477 Est. Cost $55.83 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $23 Shares 57 Est. Cost $339.97 Unrealized +22.1%
SGI TEMPUR SEALY INTL INC COM 0.0%
Value ($000) $23 Shares 536 Est. Cost $37.52 Unrealized +18.2%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $23 Shares 1,338 Est. Cost $23.42 Unrealized -20.8%
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.0%
Value ($000) $23 Shares 584 Est. Cost $37.04 Unrealized
PULS PGIM ULTRA SHORT BOND ETF 0.0%
Value ($000) $23 Shares 466 Est. Cost $49.49 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $23 Shares 216 Est. Cost $148.63 Unrealized -9.9%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $23 Shares 337 Est. Cost $71.38 Unrealized +1.5%
CMI CUMMINS INC COM 0.0%
Value ($000) $23 Shares 100 Est. Cost $204.30 Unrealized +11.9%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $23 Shares 168 Est. Cost $164.19 Unrealized
LAD LITHIA MTRS INC COM 0.0%
Value ($000) $23 Shares 77 Est. Cost $260.64 Unrealized +16.9%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $23 Shares 100 Est. Cost $240.00 Unrealized
TRMB TRIMBLE INC COM 0.0%
Value ($000) $23 Shares 420 Est. Cost $41.60 Unrealized +27.3%
SFL SFL CORPORATION LTD SHS 0.0%
Value ($000) $22 Shares 2,000 Est. Cost $7.57 Unrealized +36.9%
EXC EXELON CORP COM 0.0%
Value ($000) $22 Shares 590 Est. Cost $28.11 Unrealized +32.4%
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $22 Shares 374 Est. Cost $55.83 Unrealized 0.0%
LKFN LAKELAND FINL CORP COM 0.0%
Value ($000) $22 Shares 468 Est. Cost $39.36 Unrealized +21.0%
MUSA MURPHY USA INC COM 0.0%
Value ($000) $22 Shares 65 Est. Cost $128.55 Unrealized +144.4%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $22 Shares 230 Est. Cost $65.88 Unrealized +28.0%
JBL JABIL INC COM 0.0%
Value ($000) $22 Shares 172 Est. Cost $87.51 Unrealized +24.3%
INVH INVITATION HOMES INC COM 0.0%
Value ($000) $22 Shares 685 Est. Cost $25.80 Unrealized +21.6%
NIO NIO INC SPON ADS 0.0%
Value ($000) $22 Shares 2,400 Est. Cost $22.43 Unrealized
EQT EQT CORP COM 0.0%
Value ($000) $22 Shares 530 Est. Cost $19.65 Unrealized +103.4%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $21 Shares 130 Est. Cost $208.66 Unrealized -19.7%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.0%
Value ($000) $21 Shares 351 Est. Cost $51.55 Unrealized
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $21 Shares 165 Est. Cost $147.22 Unrealized -3.5%
VCTR VICTORY CAP HLDGS INC COM CL A 0.0%
Value ($000) $21 Shares 631 Est. Cost $25.24 Unrealized +22.5%
NUVEEN MUN VALUE FD INC COM 0.0%
Value ($000) $21 Shares 2,527 Est. Cost $11.03 Unrealized
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value ($000) $21 Shares 246 Est. Cost $132.18 Unrealized
UFPI UFP INDUSTRIES INC COM 0.0%
Value ($000) $21 Shares 202 Est. Cost $56.33 Unrealized +79.3%
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $21 Shares 1,286 Est. Cost $20.80 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $21 Shares 200 Est. Cost $105.79 Unrealized +2.6%
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $21 Shares 1,072 Est. Cost $19.31 Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $20 Shares 4,500 Est. Cost $6.37 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $20 Shares 8 Est. Cost $1265.82 Unrealized +98.2%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $20 Shares 670 Est. Cost $35.05 Unrealized
MTH MERITAGE HOMES CORP COM 0.0%
Value ($000) $20 Shares 165 Est. Cost $47.88 Unrealized +43.5%
BOH BANK HAWAII CORP COM 0.0%
Value ($000) $20 Shares 402 Est. Cost $56.15 Unrealized -18.4%
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.0%
Value ($000) $20 Shares 226 Est. Cost $142.10 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $20 Shares 250 Est. Cost $60.04 Unrealized +34.7%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $19 Shares 115 Est. Cost $147.25 Unrealized +5.6%
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $19 Shares 738 Est. Cost $41.49 Unrealized -32.2%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $18 Shares 246 Est. Cost $85.21 Unrealized -1.1%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $18 Shares 160 Est. Cost $104.74 Unrealized +10.1%
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $18 Shares 106 Est. Cost $144.76 Unrealized
USO UNITED STATES OIL FUND LP 0.0%
Value ($000) $18 Shares 226 Est. Cost $47.10 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $18 Shares 200 Est. Cost $97.84 Unrealized
TTEK TETRA TECH INC NEW COM 0.0%
Value ($000) $18 Shares 119 Est. Cost $17.77 Unrealized +82.9%
IDRV ISHARES SELF-DRIVING EV & TECH ETF 0.0%
Value ($000) $18 Shares 481 Est. Cost $48.50 Unrealized
CI THE CIGNA GROUP COM 0.0%
Value ($000) $18 Shares 62 Est. Cost $197.88 Unrealized +37.9%
DECK DECKERS OUTDOOR CORP COM 0.0%
Value ($000) $17 Shares 34 Est. Cost $80.39 Unrealized +11.4%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $17 Shares 954 Est. Cost $16.90 Unrealized +11.9%
CLEARBRIDGE ENERGY MIDSTRM OPP COM 0.0%
Value ($000) $17 Shares 550 Est. Cost $27.69 Unrealized
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $17 Shares 1,468 Est. Cost $21.63 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $17 Shares 39 Est. Cost $504.24 Unrealized -17.5%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $17 Shares 29 Est. Cost $607.43 Unrealized
CADE CADENCE BANK COM 0.0%
Value ($000) $17 Shares 794 Est. Cost $26.11 Unrealized -20.4%
DASH DOORDASH INC CL A 0.0%
Value ($000) $17 Shares 212 Est. Cost $68.97 Unrealized +18.0%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $17 Shares 348 Est. Cost $48.14 Unrealized
ARKF ARK FINTECH INNOVATION ETF 0.0%
Value ($000) $17 Shares 861 Est. Cost $15.52 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $16 Shares 200 Est. Cost $76.33 Unrealized +5.2%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $16 Shares 150 Est. Cost $47.25 Unrealized +114.7%
WU WESTERN UN CO COM 0.0%
Value ($000) $16 Shares 1,237 Est. Cost $18.33 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $16 Shares 125 Est. Cost $236.28 Unrealized -18.8%
DHI D R HORTON INC COM 0.0%
Value ($000) $16 Shares 150 Est. Cost $96.79 Unrealized +20.9%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $16 Shares 546 Est. Cost $45.95 Unrealized
THG HANOVER INS GROUP INC COM 0.0%
Value ($000) $16 Shares 144 Est. Cost $62.97 Unrealized +65.0%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $16 Shares 162 Est. Cost $116.53 Unrealized -15.8%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $16 Shares 153 Est. Cost $103.14 Unrealized
MAN MANPOWERGROUP INC WIS COM 0.0%
Value ($000) $16 Shares 214 Est. Cost $75.21 Unrealized +3.5%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $15 Shares 817 Est. Cost $19.62 Unrealized
BKH BLACK HILLS CORP COM 0.0%
Value ($000) $15 Shares 300 Est. Cost $63.81 Unrealized -20.9%
CNMD CONMED CORP COM 0.0%
Value ($000) $15 Shares 150 Est. Cost $94.01 Unrealized +19.2%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $15 Shares 200 Est. Cost $75.14 Unrealized +4.6%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $15 Shares 207 Est. Cost $72.46 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $15 Shares 133 Est. Cost $137.81 Unrealized -9.9%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value ($000) $15 Shares 445 Est. Cost $33.61 Unrealized
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $15 Shares 87 Est. Cost $145.20 Unrealized +16.8%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $15 Shares 1,012 Est. Cost $21.64 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $15 Shares 372 Est. Cost $52.02 Unrealized
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.0%
Value ($000) $15 Shares 258 Est. Cost $52.79 Unrealized
RHI ROBERT HALF INC. COM 0.0%
Value ($000) $15 Shares 200 Est. Cost $72.50 Unrealized +4.6%
PCG PG&E CORP COM 0.0%
Value ($000) $15 Shares 905 Est. Cost $9.33 Unrealized +82.0%
VERONA PHARMA PLC SPONSORED ADS 0.0%
Value ($000) $15 Shares 892 Est. Cost $5.61 Unrealized
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $15 Shares 300 Est. Cost $46.78 Unrealized +2.3%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $14 Shares 61 Est. Cost $429.42 Unrealized -36.8%
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $14 Shares 173 Est. Cost $89.31 Unrealized -2.4%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $14 Shares 176 Est. Cost $75.18 Unrealized +9.3%
JGRO JPMORGAN ACTIVE GROWTH ETF 0.0%
Value ($000) $14 Shares 261 Est. Cost $53.89 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $14 Shares 263 Est. Cost $60.47 Unrealized -2.1%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $14 Shares 111 Est. Cost $114.95 Unrealized +3.8%
HOLX HOLOGIC INC COM 0.0%
Value ($000) $14 Shares 200 Est. Cost $56.62 Unrealized +33.5%
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $14 Shares 133 Est. Cost $126.32 Unrealized -13.5%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $14 Shares 151 Est. Cost $79.42 Unrealized +17.3%
PUMP PROPETRO HLDG CORP COM 0.0%
Value ($000) $14 Shares 1,300 Est. Cost $5.70 Unrealized +74.2%
FAST FASTENAL CO COM 0.0%
Value ($000) $14 Shares 250 Est. Cost $21.62 Unrealized +24.0%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $14 Shares 107 Est. Cost $140.19 Unrealized
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $13 Shares 188 Est. Cost $48.00 Unrealized +44.6%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $13 Shares 497 Est. Cost $37.27 Unrealized -31.3%
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $13 Shares 800 Est. Cost $35.85 Unrealized -44.5%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $13 Shares 389 Est. Cost $28.58 Unrealized +8.0%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $13 Shares 450 Est. Cost $79.97 Unrealized -58.5%
FTDS FIRST TRUST DIVIDEND STRENGTH ETF 0.0%
Value ($000) $13 Shares 310 Est. Cost $34.06 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $42.77 Unrealized +40.9%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $13 Shares 217 Est. Cost $57.93 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $13 Shares 156 Est. Cost $81.68 Unrealized -2.4%
QIPT QUIPT HOME MEDICAL CORP COM 0.0%
Value ($000) $12 Shares 2,443 Est. Cost $6.64 Unrealized -19.3%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $12 Shares 132 Est. Cost $78.45 Unrealized
OTTR OTTER TAIL CORP COM 0.0%
Value ($000) $12 Shares 160 Est. Cost $49.17 Unrealized +56.9%
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $12 Shares 366 Est. Cost $30.20 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $12 Shares 156 Est. Cost $92.30 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $12 Shares 180 Est. Cost $59.05 Unrealized
BC BRUNSWICK CORP COM 0.0%
Value ($000) $12 Shares 149 Est. Cost $77.09 Unrealized +1.0%
TORTOISE ENERGY INFRA CORP COM 0.0%
Value ($000) $12 Shares 400 Est. Cost $25.00 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $11 Shares 1,054 Est. Cost $15.45 Unrealized -19.2%
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $11 Shares 48 Est. Cost $83.08 Unrealized +179.5%
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.0%
Value ($000) $11 Shares 161 Est. Cost $52.76 Unrealized
FENY FIDELITY MSCI ENERGY INDEX ETF 0.0%
Value ($000) $11 Shares 451 Est. Cost $24.91 Unrealized
FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF 0.0%
Value ($000) $11 Shares 207 Est. Cost $52.62 Unrealized
EOLS EVOLUS INC COM 0.0%
Value ($000) $11 Shares 1,220 Est. Cost $13.06 Unrealized -31.3%
MGA MAGNA INTL INC COM 0.0%
Value ($000) $11 Shares 207 Est. Cost $59.09 Unrealized -10.0%
CRUS CIRRUS LOGIC INC COM 0.0%
Value ($000) $11 Shares 150 Est. Cost $74.08 Unrealized +5.4%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $11 Shares 190 Est. Cost $43.14 Unrealized +26.1%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $11 Shares 116 Est. Cost $77.18 Unrealized
DKS DICKS SPORTING GOODS INC COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $61.92 Unrealized +92.8%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $11 Shares 27 Est. Cost $358.67 Unrealized +21.9%
KAYNE ANDERSON NEXTGEN ENRGY COM 0.0%
Value ($000) $11 Shares 1,500 Est. Cost $6.67 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $11 Shares 300 Est. Cost $30.68 Unrealized 0.0%
ESS ESSEX PPTY TR INC COM 0.0%
Value ($000) $11 Shares 50 Est. Cost $213.56 Unrealized 0.0%
KSS KOHLS CORP COM 0.0%
Value ($000) $11 Shares 504 Est. Cost $52.85 Unrealized -52.2%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $10 Shares 181 Est. Cost $59.51 Unrealized
DWS STRATEGIC MUNI INCOME 0.0%
Value ($000) $10 Shares 1,346 Est. Cost $11.89 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.0%
Value ($000) $10 Shares 482 Est. Cost $33.12 Unrealized
AMG AFFILIATED MANAGERS GROUP INC COM 0.0%
Value ($000) $10 Shares 73 Est. Cost $130.58 Unrealized +7.1%
BHVN BIOHAVEN LTD COM 0.0%
Value ($000) $9 Shares 362 Est. Cost $14.12 Unrealized +47.2%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.0%
Value ($000) $9 Shares 176 Est. Cost $53.35 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $9 Shares 88 Est. Cost $112.05 Unrealized
PKST PEAKSTONE REALTY TRUST COMMON SHARES 0.0%
Value ($000) $9 Shares 559 Est. Cost $27.92 Unrealized
PACB PACIFIC BIOSCIENCES CALIF INC COM 0.0%
Value ($000) $9 Shares 1,110 Est. Cost $5.74 Unrealized +99.2%
PTEN PATTERSON-UTI ENERGY INC COM 0.0%
Value ($000) $9 Shares 651 Est. Cost $4.36 Unrealized +235.8%
SEQUANS COMMUNICATIONS S A SPONSORED ADS 0.0%
Value ($000) $9 Shares 3,177 Est. Cost $5.04 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $9 Shares 909 Est. Cost $10.54 Unrealized -11.4%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $9 Shares 82 Est. Cost $210.25 Unrealized -41.2%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $9 Shares 7 Est. Cost $1137.53 Unrealized +11.8%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $9 Shares 97 Est. Cost $94.58 Unrealized -11.7%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $9 Shares 213 Est. Cost $51.24 Unrealized -21.0%
FDX FEDEX CORP COM 0.0%
Value ($000) $9 Shares 33 Est. Cost $216.04 Unrealized +14.2%
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value ($000) $9 Shares 219 Est. Cost $22.83 Unrealized
SPIRIT AIRLS INC COM 0.0%
Value ($000) $8 Shares 508 Est. Cost $12.71 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $8 Shares 134 Est. Cost $71.17 Unrealized -7.4%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $8 Shares 18 Est. Cost $402.78 Unrealized +11.1%
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $8 Shares 200 Est. Cost $41.45 Unrealized -1.3%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $8 Shares 67 Est. Cost $90.52 Unrealized +25.5%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $8 Shares 75 Est. Cost $96.26 Unrealized +4.2%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND 0.0%
Value ($000) $8 Shares 181 Est. Cost $55.25 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $8 Shares 300 Est. Cost $28.74 Unrealized -2.7%
DWS MUNICIPAL INCOME 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $12.00 Unrealized
EIS ISHARES MSCI ISRAEL ETF 0.0%
Value ($000) $8 Shares 139 Est. Cost $71.94 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $7 Shares 883 Est. Cost $5.66 Unrealized
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.0%
Value ($000) $7 Shares 1,355 Est. Cost $4.57 Unrealized
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 0.0%
Value ($000) $7 Shares 287 Est. Cost $25.46 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $7 Shares 124 Est. Cost $225.73 Unrealized -71.2%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $7 Shares 437 Est. Cost $15.13 Unrealized +0.8%
FLJP FRANKLIN FTSE JAPAN ETF 0.0%
Value ($000) $7 Shares 272 Est. Cost $26.45 Unrealized
VMWARE INC CL A COM 0.0%
Value ($000) $7 Shares 43 Est. Cost $124.20 Unrealized
VRSN VERISIGN INC COM 0.0%
Value ($000) $7 Shares 35 Est. Cost $212.23 Unrealized -3.0%
RC READY CAPITAL CORP COM 0.0%
Value ($000) $7 Shares 700 Est. Cost $14.74 Unrealized
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $7 Shares 35 Est. Cost $175.92 Unrealized +21.5%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $7 Shares 46 Est. Cost $121.57 Unrealized +23.4%
GPRE GREEN PLAINS INC COM 0.0%
Value ($000) $7 Shares 229 Est. Cost $13.32 Unrealized +145.9%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $7 Shares 99 Est. Cost $33.62 Unrealized +70.2%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $7 Shares 125 Est. Cost $48.19 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $7 Shares 384 Est. Cost $17.53 Unrealized -3.3%
ANSYS INC COM 0.0%
Value ($000) $7 Shares 22 Est. Cost $262.79 Unrealized
VSDA VICTORYSHARES DIVIDEND ACCELERATOR ETF 0.0%
Value ($000) $7 Shares 150 Est. Cost $45.25 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $6 Shares 172 Est. Cost $56.68 Unrealized -29.2%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $6 Shares 372 Est. Cost $16.09 Unrealized 0.0%
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $108.99 Unrealized -41.3%
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $6 Shares 51 Est. Cost $121.22 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $6 Shares 2 Est. Cost $2111.41 Unrealized +41.1%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $6 Shares 224 Est. Cost $28.47 Unrealized -4.9%
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $6 Shares 150 Est. Cost $40.84 Unrealized +3.5%
UDR UDR INC COM 0.0%
Value ($000) $6 Shares 169 Est. Cost $34.51 Unrealized +4.7%
CUTERA INC COM 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $6.02 Unrealized
ADSK AUTODESK INC COM 0.0%
Value ($000) $6 Shares 29 Est. Cost $286.11 Unrealized -26.6%
OLN OLIN CORP COM PAR $1 0.0%
Value ($000) $6 Shares 120 Est. Cost $51.61 Unrealized -1.3%
BLACKROCK ENHANCED EQUITY DIVI COM 0.0%
Value ($000) $6 Shares 750 Est. Cost $10.00 Unrealized
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $6 Shares 199 Est. Cost $30.14 Unrealized +0.4%
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $6 Shares 110 Est. Cost $70.67 Unrealized
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $6 Shares 1,142 Est. Cost $16.93 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $6 Shares 40 Est. Cost $145.56 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $6 Shares 46 Est. Cost $140.46 Unrealized -9.4%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $6 Shares 61 Est. Cost $91.59 Unrealized
FNCL FIDELITY MSCI FINANCIALS INDEX ETF 0.0%
Value ($000) $6 Shares 120 Est. Cost $47.07 Unrealized
ADC AGREE RLTY CORP COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $52.39 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $6 Shares 60 Est. Cost $145.02 Unrealized -37.7%
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $5 Shares 37 Est. Cost $154.14 Unrealized
XPO XPO INC COM 0.0%
Value ($000) $5 Shares 72 Est. Cost $11.92 Unrealized +478.9%
JBI JANUS INTERNATIONAL GROUP INC COMMON STOCK 0.0%
Value ($000) $5 Shares 500 Est. Cost $13.32 Unrealized -17.3%
APA APA CORPORATION COM 0.0%
Value ($000) $5 Shares 130 Est. Cost $28.40 Unrealized +32.1%
ARKW ARK NEXT GENERATION INTERNET ETF 0.0%
Value ($000) $5 Shares 96 Est. Cost $40.60 Unrealized
KIE SPDR S&P INSURANCE ETF 0.0%
Value ($000) $5 Shares 122 Est. Cost $42.54 Unrealized
TMC TMC THE METALS COMPANY INC COM 0.0%
Value ($000) $5 Shares 5,200 Est. Cost $0.86 Unrealized +66.1%
GLDM SPDR GOLD MINISHARES TRUST 0.0%
Value ($000) $5 Shares 140 Est. Cost $36.66 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $5 Shares 67 Est. Cost $84.54 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $180.18 Unrealized 0.0%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $101.97 Unrealized 0.0%
LIBERTY MEDIA CORP DEL COM LBTY SRM S A 0.0%
Value ($000) $5 Shares 194 Est. Cost $25.45 Unrealized
VICI VICI PPTYS INC COM 0.0%
Value ($000) $5 Shares 166 Est. Cost $27.02 Unrealized 0.0%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $5 Shares 176 Est. Cost $28.82 Unrealized
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $199.88 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $5 Shares 86 Est. Cost $53.68 Unrealized +9.0%
TWO TWO HBRS INVT CORP COM 0.0%
Value ($000) $5 Shares 350 Est. Cost $15.77 Unrealized
MCHI ISHARES MSCI CHINA ETF 0.0%
Value ($000) $5 Shares 106 Est. Cost $43.29 Unrealized
LUCID GROUP INC COM 0.0%
Value ($000) $5 Shares 820 Est. Cost $25.26 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value ($000) $5 Shares 103 Est. Cost $44.30 Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $46.66 Unrealized 0.0%
RUM RUMBLE INC COM CL A 0.0%
Value ($000) $4 Shares 871 Est. Cost $10.96 Unrealized -31.8%
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $44.28 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $4 Shares 17 Est. Cost $302.26 Unrealized -11.5%
HMY HARMONY GOLD MINING CO LTD SPONSORED ADR 0.0%
Value ($000) $4 Shares 1,135 Est. Cost $5.29 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $4 Shares 32 Est. Cost $131.35 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 2,976 Est. Cost $10.02 Unrealized -83.1%
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.0%
Value ($000) $4 Shares 72 Est. Cost $75.70 Unrealized -17.4%
CUK CARNIVAL PLC ADR 0.0%
Value ($000) $4 Shares 342 Est. Cost $16.65 Unrealized
VTR VENTAS INC COM 0.0%
Value ($000) $4 Shares 99 Est. Cost $41.66 Unrealized -0.3%
GNR SPDR S&P GLOBAL NATURAL RESOURCES ETF 0.0%
Value ($000) $4 Shares 75 Est. Cost $55.72 Unrealized
ETON ETON PHARMACEUTICALS INC COM 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $7.71 Unrealized -50.0%
RLI RLI CORP COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $23.43 Unrealized +163.6%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $4 Shares 54 Est. Cost $74.63 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $4 Shares 18 Est. Cost $183.33 Unrealized +7.3%
FTRE FORTREA HLDGS INC COMMON STOCK 0.0%
Value ($000) $4 Shares 125 Est. Cost $29.59 Unrealized 0.0%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $3 Shares 224 Est. Cost $16.90 Unrealized -12.2%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $3 Shares 35 Est. Cost $84.14 Unrealized
BARRICK GOLD CORP COM 0.0%
Value ($000) $3 Shares 223 Est. Cost $21.34 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $3 Shares 55 Est. Cost $58.93 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $197.96 Unrealized -28.4%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $3 Shares 42 Est. Cost $74.62 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $132.75 Unrealized 0.0%
LADR LADDER CAP CORP CL A 0.0%
Value ($000) $3 Shares 300 Est. Cost $15.15 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $37.22 Unrealized +11.7%
CHICOS FAS INC COM 0.0%
Value ($000) $3 Shares 404 Est. Cost $17.41 Unrealized
SYNOVUS FINL CORP COM NEW 0.0%
Value ($000) $3 Shares 107 Est. Cost $45.66 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $3 Shares 29 Est. Cost $98.90 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $3 Shares 73 Est. Cost $36.74 Unrealized +6.2%
VTHR VANGUARD RUSSELL 3000 ETF 0.0%
Value ($000) $3 Shares 14 Est. Cost $152.26 Unrealized
SOLIGENIX INC COM NEW 0.0%
Value ($000) $3 Shares 4,778 Est. Cost $1.97 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $3 Shares 8 Est. Cost $289.63 Unrealized +14.1%
HESS CORP COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $135.18 Unrealized
DCH AMERICAN AXLE & MFG HLDGS INC COM 0.0%
Value ($000) $3 Shares 350 Est. Cost $15.88 Unrealized -49.4%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $95.44 Unrealized +8.0%
SHYFT GROUP INC COM 0.0%
Value ($000) $2 Shares 166 Est. Cost $16.87 Unrealized
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $2 Shares 68 Est. Cost $30.96 Unrealized +8.3%
DX DYNEX CAP INC COM 0.0%
Value ($000) $2 Shares 199 Est. Cost $17.58 Unrealized
EWT ISHARES MSCI TAIWAN ETF 0.0%
Value ($000) $2 Shares 53 Est. Cost $44.55 Unrealized
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 0.0%
Value ($000) $2 Shares 71 Est. Cost $32.10 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $76.67 Unrealized +43.5%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $2 Shares 44 Est. Cost $49.53 Unrealized -6.8%
SPLUNK INC COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $103.44 Unrealized
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF 0.0%
Value ($000) $2 Shares 62 Est. Cost $32.15 Unrealized
UWMC UWM HOLDINGS CORPORATION COM CL A 0.0%
Value ($000) $2 Shares 408 Est. Cost $8.42 Unrealized -31.6%
EWY ISHARES MSCI SOUTH KOREA ETF 0.0%
Value ($000) $2 Shares 33 Est. Cost $58.94 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $104.11 Unrealized -7.2%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $2 Shares 120 Est. Cost $15.93 Unrealized 0.0%
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $2 Shares 32 Est. Cost $198.20 Unrealized -67.9%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $2 Shares 52 Est. Cost $31.77 Unrealized +6.1%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $2 Shares 19 Est. Cost $88.68 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value ($000) $2 Shares 35 Est. Cost $47.89 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $2 Shares 33 Est. Cost $49.94 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $2 Shares 25 Est. Cost $65.24 Unrealized
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value ($000) $2 Shares 134 Est. Cost $8.19 Unrealized +49.7%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $2 Shares 34 Est. Cost $47.59 Unrealized
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $265.19 Unrealized -22.6%
LIBERTY MEDIA CORP DEL COM LBTY LIV S A 0.0%
Value ($000) $2 Shares 48 Est. Cost $31.92 Unrealized
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $31.30 Unrealized +0.4%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $182.63 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 19 Est. Cost $75.16 Unrealized
RXO RXO INC COMMON STOCK 0.0%
Value ($000) $1 Shares 72 Est. Cost $17.74 Unrealized +11.0%
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $195.00 Unrealized
SJT SAN JUAN BASIN RTY TR UNIT BEN INT 0.0%
Value ($000) $1 Shares 197 Est. Cost $4.00 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $1 Shares 12 Est. Cost $82.97 Unrealized
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $1 Shares 125 Est. Cost $120.61 Unrealized -89.2%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $1 Shares 37 Est. Cost $32.24 Unrealized
SLVM SYLVAMO CORP COMMON STOCK 0.0%
Value ($000) $1 Shares 27 Est. Cost $39.73 Unrealized 0.0%
NEM NEWMONT CORP COM 0.0%
Value ($000) $1 Shares 32 Est. Cost $52.76 Unrealized -27.3%
AMERICAN BATTERY TECHNOLOGY COM NEW 0.0%
Value ($000) $1 Shares 134 Est. Cost $8.62 Unrealized
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $1 Shares 25 Est. Cost $41.24 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $14.86 Unrealized -34.4%
MRNA MODERNA INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $168.14 Unrealized -33.7%
BCE BCE INC COM NEW 0.0%
Value ($000) $1 Shares 27 Est. Cost $40.35 Unrealized -14.2%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $145.00 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $1 Shares 4 Est. Cost $249.26 Unrealized 0.0%
KR KROGER CO COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $33.49 Unrealized +33.3%
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $24.57 Unrealized
TDC TERADATA CORP DEL COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $48.94 Unrealized 0.0%
SUSA ISHARES MSCI USA ESG SELECT ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $77.72 Unrealized
OSUR ORASURE TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 150 Est. Cost $5.20 Unrealized +7.9%
TDUP THREDUP INC CL A 0.0%
Value ($000) $1 Shares 205 Est. Cost $3.39 Unrealized 0.0%
PTLO PORTILLOS INC COM CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $40.09 Unrealized -51.3%
ALTERYX INC COM CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $58.85 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $1 Shares 19 Est. Cost $39.09 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $57.15 Unrealized
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.0%
Value ($000) $1 Shares 19 Est. Cost $37.89 Unrealized
FOOT LOCKER INC COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $50.00 Unrealized
DJT DIGITAL WORLD ACQUISITION CORP CLASS A COM 0.0%
Value ($000) $1 Shares 42 Est. Cost $45.24 Unrealized -65.6%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $1 Shares 5 Est. Cost $155.42 Unrealized -11.2%
YOLO ADVISORSHARES PURE CANNABIS ETF 0.0%
Value ($000) $1 Shares 200 Est. Cost $3.42 Unrealized
ACCELERATE DIAGNOSTICS INC COM NEW 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.75 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $71.50 Unrealized
CHWY CHEWY INC CL A 0.0%
Value ($000) $1 Shares 31 Est. Cost $33.81 Unrealized -15.4%
MAT MATTEL INC COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $21.36 Unrealized 0.0%
TILRAY BRANDS INC COM 0.0%
Value ($000) $1 Shares 209 Est. Cost $17.12 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $0 Shares 11 Est. Cost $61.92 Unrealized 0.0%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $47.80 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $0 Shares 20 Est. Cost $22.05 Unrealized
JHG JANUS HENDERSON GROUP PLC ORD SHS 0.0%
Value ($000) $0 Shares 16 Est. Cost $35.24 Unrealized -22.4%
SRTA BLADE AIR MOBILITY INC CL A COM 0.0%
Value ($000) $0 Shares 150 Est. Cost $9.87 Unrealized -64.4%
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $40.00 Unrealized
FVRR FIVERR INTL LTD ORD SHS 0.0%
Value ($000) $0 Shares 14 Est. Cost $51.39 Unrealized -45.2%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $30.40 Unrealized
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $0 Shares 20 Est. Cost $25.70 Unrealized -34.1%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $72.69 Unrealized
VIRGIN GALACTIC HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 160 Est. Cost $18.75 Unrealized
CRCT CRICUT INC COM CL A 0.0%
Value ($000) $0 Shares 30 Est. Cost $8.18 Unrealized 0.0%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $51.24 Unrealized -3.0%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 299 Est. Cost $0.78 Unrealized
SDCCQ SMILEDIRECTCLUB INC CL A COM 0.0%
Value ($000) $0 Shares 530 Est. Cost $6.02 Unrealized -90.5%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $103.11 Unrealized +0.1%
ELYS ELYS GAME TECHNOLOGY CORP COM 0.0%
Value ($000) $0 Shares 435 Est. Cost $0.64 Unrealized -24.8%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $103.50 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $58.01 Unrealized 0.0%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $0 Shares 5 Est. Cost $34.00 Unrealized
SRVR PACER DATA & INFRASTRUCTURE REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $25.83 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $0 Shares 14 Est. Cost $10.93 Unrealized
HYD VANECK HIGH YIELD MUNI ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $49.00 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $36.50 Unrealized
AREN THE ARENA GROUP HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 33 Est. Cost $10.53 Unrealized -61.0%
NWSA NEWS CORP NEW CL A 0.0%
Value ($000) $0 Shares 7 Est. Cost $21.37 Unrealized -6.9%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $26.20 Unrealized
KBWB INVESCO KBW BANK ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $40.00 Unrealized
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $37.59 Unrealized -4.1%
SNDL SNDL INC COM 0.0%
Value ($000) $0 Shares 60 Est. Cost $2.79 Unrealized -39.8%
MIND MEDICINE MINDMED INC COM NEW 0.0%
Value ($000) $0 Shares 36 Est. Cost Unrealized
CX CEMEX SAB DE CV SPON ADR NEW 0.0%
Value ($000) $0 Shares 17 Est. Cost $3.21 Unrealized
GL GLOBE LIFE INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $94.98 Unrealized +15.3%
IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
SNAP SNAP INC CL A 0.0%
Value ($000) $0 Shares 8 Est. Cost $10.45 Unrealized 0.0%
MREO MEREO BIOPHARMA GROUP PLC SPON ADS 0.0%
Value ($000) $0 Shares 48 Est. Cost Unrealized
IEP ICAHN ENTERPRISES LP DEPOSITARY UNIT 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
RIOT RIOT PLATFORMS INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $13.81 Unrealized -0.3%
HANESBRANDS INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $15.63 Unrealized
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $81.78 Unrealized -14.5%
ENSYSCE BIOSCIENCES INC COM NEW 0.0%
Value ($000) $0 Shares 20 Est. Cost $0.75 Unrealized
SCILEX HOLDING CO COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $5.57 Unrealized
HIVE HIVE DIGITAL TECHNOLOGIES LTD COM NEW 0.0%
Value ($000) $0 Shares 6 Est. Cost $4.28 Unrealized 0.0%
VELO3D INC COMMON STOCK 0.0%
Value ($000) $0 Shares 10 Est. Cost $1.60 Unrealized
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $0 Shares 153 Est. Cost $112.73 Unrealized -99.7%
SVVC FIRSTHAND TECHNOLOGY VALUE FD COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $20.79 Unrealized -97.4%
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $6.14 Unrealized
CNS PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $2.00 Unrealized
NBIS YANDEX N V SHS CLASS A 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized