CARY STREET PARTNERS FINANCIAL LLC Diversified Active

CIK: 0001475045 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 10, 2025

Total Value ($000): $3,853,033 (100.0% shares, 0.0% debt)

Holdings (926)

VTV VANGUARD VALUE ETF 3.2%
Value ($000) $121,470 Shares 651,348 Est. Cost $171.00 Unrealized
AAPL APPLE INC COM 3.0%
Value ($000) $115,894 Shares 455,146 Est. Cost $234.37 Unrealized -3.7%
VUG VANGUARD GROWTH ETF 2.6%
Value ($000) $102,073 Shares 233,808 Est. Cost $364.91 Unrealized
MSFT MICROSOFT CORP COM 2.6%
Value ($000) $100,560 Shares 194,150 Est. Cost $421.59 Unrealized +20.7%
TACK Fairlead Tactical Sector ETF 2.0%
Value ($000) $78,792 Shares 2,625,513 Est. Cost $27.35 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 1.6%
Value ($000) $60,385 Shares 1,057,526 Est. Cost $57.47 Unrealized
FLXR TCW FLEXIBLE INCOME ETF 1.5%
Value ($000) $56,622 Shares 1,422,675 Est. Cost $38.96 Unrealized
GOOG ALPHABET INC CAP STK CL C 1.4%
Value ($000) $55,326 Shares 227,163 Est. Cost $175.67 Unrealized +19.5%
JPIE JPMORGAN INCOME ETF 1.3%
Value ($000) $51,998 Shares 1,120,407 Est. Cost $45.88 Unrealized
AMZN AMAZON COM INC COM 1.2%
Value ($000) $47,079 Shares 214,417 Est. Cost $204.24 Unrealized +10.8%
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 1.2%
Value ($000) $46,246 Shares 590,326 Est. Cost $69.07 Unrealized
VB VANGUARD SMALL-CAP ETF 1.2%
Value ($000) $45,391 Shares 178,506 Est. Cost $231.89 Unrealized
JGRO JPMORGAN ACTIVE GROWTH ETF 1.2%
Value ($000) $44,738 Shares 477,211 Est. Cost $76.10 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.1%
Value ($000) $41,347 Shares 82,242 Est. Cost $474.93 Unrealized +2.0%
GOOGL ALPHABET INC CAP STK CL A 1.0%
Value ($000) $38,457 Shares 158,194 Est. Cost $174.27 Unrealized +20.0%
PBL PGIM PORTFOLIO BALLAST ETF 0.9%
Value ($000) $36,540 Shares 1,178,345 Est. Cost $28.76 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.9%
Value ($000) $36,318 Shares 318,918 Est. Cost $97.34 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.9%
Value ($000) $36,059 Shares 54,128 Est. Cost $586.08 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.9%
Value ($000) $35,412 Shares 492,712 Est. Cost $69.67 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.9%
Value ($000) $35,050 Shares 106,803 Est. Cost $289.81 Unrealized
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INNCOME ETF 0.9%
Value ($000) $34,574 Shares 601,084 Est. Cost $56.39 Unrealized
JPM JPMORGAN CHASE & CO. COM 0.9%
Value ($000) $33,838 Shares 107,276 Est. Cost $228.82 Unrealized +29.3%
WTPI WisdomTree Equity Premium Income Fund - WTPI 0.9%
Value ($000) $33,600 Shares 1,009,913 Est. Cost $31.47 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.8%
Value ($000) $31,796 Shares 487,366 Est. Cost $52.49 Unrealized
NVDA NVIDIA CORPORATION COM 0.8%
Value ($000) $31,609 Shares 169,414 Est. Cost $136.87 Unrealized +27.3%
ABBV ABBVIE INC COM 0.8%
Value ($000) $30,521 Shares 131,818 Est. Cost $178.30 Unrealized +13.3%
ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 0.8%
Value ($000) $29,720 Shares 585,614 Est. Cost $50.52 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.8%
Value ($000) $29,569 Shares 193,147 Est. Cost $137.99 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.7%
Value ($000) $26,484 Shares 122,731 Est. Cost $203.07 Unrealized
RTX RTX CORPORATION COM 0.7%
Value ($000) $26,280 Shares 157,056 Est. Cost $118.27 Unrealized +30.5%
IVV ISHARES CORE S&P 500 ETF 0.7%
Value ($000) $26,140 Shares 39,056 Est. Cost $592.97 Unrealized
URI UNITED RENTALS INC COM 0.7%
Value ($000) $25,904 Shares 27,134 Est. Cost $804.87 Unrealized +10.4%
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $24,488 Shares 132,069 Est. Cost $149.98 Unrealized +13.0%
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.6%
Value ($000) $24,305 Shares 578,274 Est. Cost $35.26 Unrealized
HD HOME DEPOT INC COM 0.6%
Value ($000) $22,826 Shares 56,334 Est. Cost $396.66 Unrealized -1.9%
VOT VANGUARD MID-CAP GROWTH ETF 0.6%
Value ($000) $22,287 Shares 75,859 Est. Cost $272.30 Unrealized
WMB WILLIAMS COS INC COM 0.6%
Value ($000) $22,159 Shares 349,789 Est. Cost $51.72 Unrealized +11.8%
VOO VANGUARD S&P 500 ETF 0.6%
Value ($000) $21,405 Shares 34,954 Est. Cost $536.15 Unrealized
LLY ELI LILLY & CO COM 0.6%
Value ($000) $21,403 Shares 28,051 Est. Cost $812.70 Unrealized -8.7%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.6%
Value ($000) $21,295 Shares 667,343 Est. Cost $27.87 Unrealized
COST COSTCO WHSL CORP NEW COM 0.5%
Value ($000) $20,985 Shares 22,671 Est. Cost $922.64 Unrealized +3.7%
HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 0.5%
Value ($000) $18,913 Shares 290,975 Est. Cost $62.01 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.5%
Value ($000) $18,723 Shares 98,698 Est. Cost $174.95 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.5%
Value ($000) $18,690 Shares 132,604 Est. Cost $131.74 Unrealized
V VISA INC COM CL A 0.5%
Value ($000) $18,083 Shares 52,971 Est. Cost $305.95 Unrealized +12.8%
IJR ISHARES CORE S&P SMALL CAP ETF 0.5%
Value ($000) $17,694 Shares 148,898 Est. Cost $113.78 Unrealized
MLI MUELLER INDS INC COM 0.5%
Value ($000) $17,559 Shares 173,663 Est. Cost $80.24 Unrealized +13.9%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $17,090 Shares 111,230 Est. Cost $165.73 Unrealized -6.5%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.4%
Value ($000) $17,036 Shares 36,370 Est. Cost $400.74 Unrealized
MRK MERCK & CO INC COM 0.4%
Value ($000) $16,893 Shares 201,271 Est. Cost $97.61 Unrealized -17.0%
META META PLATFORMS INC CL A 0.4%
Value ($000) $16,861 Shares 22,960 Est. Cost $585.12 Unrealized +27.0%
CSCO CISCO SYS INC COM 0.4%
Value ($000) $16,606 Shares 242,700 Est. Cost $56.85 Unrealized +18.5%
ADBE ADOBE INC COM 0.4%
Value ($000) $16,566 Shares 46,964 Est. Cost $492.04 Unrealized -27.1%
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 0.4%
Value ($000) $16,495 Shares 157,829 Est. Cost $87.90 Unrealized
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 0.4%
Value ($000) $16,205 Shares 363,589 Est. Cost $40.88 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.4%
Value ($000) $15,588 Shares 25,964 Est. Cost $518.89 Unrealized
QCOM QUALCOMM INC COM 0.4%
Value ($000) $15,492 Shares 93,122 Est. Cost $159.52 Unrealized -1.5%
TMO THERMO FISHER SCIENTIFIC INC COM 0.4%
Value ($000) $15,226 Shares 31,393 Est. Cost $544.83 Unrealized -14.7%
CME CME GROUP INC COM 0.4%
Value ($000) $15,202 Shares 56,262 Est. Cost $219.66 Unrealized +22.9%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.4%
Value ($000) $15,163 Shares 354,362 Est. Cost $35.33 Unrealized
CBOE CBOE GLOBAL MKTS INC COM 0.4%
Value ($000) $15,113 Shares 61,624 Est. Cost $204.35 Unrealized +17.6%
TXN TEXAS INSTRS INC COM 0.4%
Value ($000) $14,654 Shares 79,757 Est. Cost $193.15 Unrealized +0.1%
VO VANGUARD MID-CAP ETF 0.4%
Value ($000) $14,636 Shares 49,827 Est. Cost $270.36 Unrealized
ZTS ZOETIS INC CL A 0.4%
Value ($000) $14,436 Shares 98,660 Est. Cost $176.07 Unrealized -14.5%
PWR QUANTA SVCS INC COM 0.4%
Value ($000) $14,351 Shares 34,630 Est. Cost $320.20 Unrealized +21.3%
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $14,031 Shares 124,442 Est. Cost $112.09 Unrealized -2.1%
NDAQ NASDAQ INC COM 0.4%
Value ($000) $13,868 Shares 156,792 Est. Cost $76.22 Unrealized +20.9%
PANW PALO ALTO NETWORKS INC COM 0.4%
Value ($000) $13,617 Shares 66,875 Est. Cost $190.27 Unrealized +0.6%
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 0.3%
Value ($000) $13,429 Shares 242,701 Est. Cost $51.14 Unrealized
DIS DISNEY WALT CO COM 0.3%
Value ($000) $13,249 Shares 115,713 Est. Cost $104.02 Unrealized +12.5%
USFR WisdomTree Floating Rate Treasury Fund 0.3%
Value ($000) $13,214 Shares 262,862 Est. Cost $50.32 Unrealized
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $13,174 Shares 39,662 Est. Cost $296.96 Unrealized +6.6%
CGBL CAPITAL GROUP CORE BALANCED ETF 0.3%
Value ($000) $12,827 Shares 369,431 Est. Cost $33.40 Unrealized
AVGO BROADCOM INC COM 0.3%
Value ($000) $12,722 Shares 38,562 Est. Cost $182.87 Unrealized +67.2%
PGX INVESCO PREFERRED ETF 0.3%
Value ($000) $12,672 Shares 1,092,414 Est. Cost $11.20 Unrealized
INTU INTUIT COM 0.3%
Value ($000) $12,498 Shares 18,301 Est. Cost $634.69 Unrealized +13.4%
GS GOLDMAN SACHS GROUP INC COM 0.3%
Value ($000) $12,486 Shares 15,680 Est. Cost $544.86 Unrealized +34.9%
FDX FEDEX CORP COM 0.3%
Value ($000) $12,220 Shares 51,823 Est. Cost $265.30 Unrealized -13.9%
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $12,016 Shares 77,380 Est. Cost $146.77 Unrealized +3.7%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.3%
Value ($000) $11,970 Shares 438,471 Est. Cost $27.25 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.3%
Value ($000) $11,822 Shares 222,938 Est. Cost $52.57 Unrealized
VEEV VEEVA SYS INC CL A COM 0.3%
Value ($000) $11,667 Shares 39,164 Est. Cost $219.92 Unrealized +28.0%
XLK Technology Select Sector SPDR Fund 0.3%
Value ($000) $11,615 Shares 41,210 Est. Cost $241.19 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.3%
Value ($000) $11,557 Shares 95,907 Est. Cost $103.30 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.3%
Value ($000) $11,374 Shares 11,749 Est. Cost $921.44 Unrealized
WSM WILLIAMS SONOMA INC COM 0.3%
Value ($000) $10,962 Shares 56,087 Est. Cost $156.19 Unrealized +21.9%
COWZ PACER US CASH COWS 100 ETF 0.3%
Value ($000) $10,732 Shares 186,738 Est. Cost $55.92 Unrealized
LOW LOWES COS INC COM 0.3%
Value ($000) $10,677 Shares 42,484 Est. Cost $260.39 Unrealized -6.2%
PEP PEPSICO INC COM 0.3%
Value ($000) $10,156 Shares 72,316 Est. Cost $152.14 Unrealized -7.7%
AMLP Alerian MLP ETF 0.3%
Value ($000) $10,139 Shares 216,052 Est. Cost $48.51 Unrealized
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $10,122 Shares 48,083 Est. Cost $202.94 Unrealized +2.1%
D DOMINION ENERGY INC COM 0.3%
Value ($000) $10,114 Shares 165,346 Est. Cost $54.04 Unrealized +7.9%
MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF 0.3%
Value ($000) $10,101 Shares 121,102 Est. Cost $80.20 Unrealized
SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.3%
Value ($000) $10,041 Shares 216,766 Est. Cost $44.94 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF 0.3%
Value ($000) $9,889 Shares 250,110 Est. Cost $34.14 Unrealized
MELI MERCADOLIBRE INC COM 0.3%
Value ($000) $9,839 Shares 4,210 Est. Cost $1947.25 Unrealized +23.3%
APH AMPHENOL CORP NEW CL A 0.2%
Value ($000) $9,608 Shares 77,639 Est. Cost $70.25 Unrealized +55.7%
CGDG CAPITAL GROUP DIVIDEND GROWERS ETF 0.2%
Value ($000) $9,600 Shares 277,054 Est. Cost $33.46 Unrealized
SYY SYSCO CORP COM 0.2%
Value ($000) $9,567 Shares 116,183 Est. Cost $72.83 Unrealized +8.3%
GLW CORNING INC COM 0.2%
Value ($000) $9,467 Shares 115,407 Est. Cost $47.46 Unrealized +36.9%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $9,375 Shares 98,435 Est. Cost $85.06 Unrealized +7.3%
FLOT ISHARES FLOATING RATE BOND ETF 0.2%
Value ($000) $9,090 Shares 177,929 Est. Cost $50.89 Unrealized
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $9,060 Shares 26,568 Est. Cost $273.35 Unrealized +14.8%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.2%
Value ($000) $9,014 Shares 168,768 Est. Cost $42.61 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.2%
Value ($000) $8,978 Shares 22,923 Est. Cost $463.53 Unrealized -9.8%
UNILEVER PLC (US ADR) 0.2%
Value ($000) $8,930 Shares 150,635 Est. Cost $56.70 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.2%
Value ($000) $8,819 Shares 61,591 Est. Cost $50.87 Unrealized +114.4%
PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 0.2%
Value ($000) $8,741 Shares 325,659 Est. Cost $26.40 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.2%
Value ($000) $8,534 Shares 114,754 Est. Cost $72.64 Unrealized
GLD SPDR GOLD SHARES 0.2%
Value ($000) $8,523 Shares 23,976 Est. Cost $265.39 Unrealized
VOOV VANGUARD S&P 500 VALUE ETF 0.2%
Value ($000) $8,489 Shares 42,558 Est. Cost $185.30 Unrealized
CAT CATERPILLAR INC COM 0.2%
Value ($000) $8,464 Shares 17,738 Est. Cost $375.64 Unrealized +13.2%
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 0.2%
Value ($000) $8,275 Shares 242,173 Est. Cost $29.22 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $8,137 Shares 122,687 Est. Cost $63.46 Unrealized +7.0%
IYW iShares U.S. Technology ETF 0.2%
Value ($000) $8,114 Shares 41,427 Est. Cost $159.52 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.2%
Value ($000) $8,030 Shares 182,827 Est. Cost $37.17 Unrealized
VV VANGUARD LARGE-CAP ETF 0.2%
Value ($000) $7,907 Shares 48,979 Est. Cost $146.87 Unrealized
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $7,818 Shares 87,289 Est. Cost $79.99 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $7,757 Shares 32,057 Est. Cost $217.33 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.2%
Value ($000) $7,704 Shares 103,425 Est. Cost $76.44 Unrealized -0.3%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.2%
Value ($000) $7,703 Shares 107,933 Est. Cost $57.70 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.2%
Value ($000) $7,701 Shares 25,874 Est. Cost $280.77 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.2%
Value ($000) $7,614 Shares 256,888 Est. Cost $27.71 Unrealized
MBB ISHARES MBS ETF 0.2%
Value ($000) $7,418 Shares 77,956 Est. Cost $91.68 Unrealized
MINO PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND 0.2%
Value ($000) $7,358 Shares 162,403 Est. Cost $44.25 Unrealized
BAC BANK AMERICA CORP COM 0.2%
Value ($000) $7,313 Shares 141,761 Est. Cost $42.56 Unrealized +13.6%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.2%
Value ($000) $7,280 Shares 95,780 Est. Cost $75.58 Unrealized
ABT ABBOTT LABS COM 0.2%
Value ($000) $7,269 Shares 54,272 Est. Cost $113.88 Unrealized +14.7%
TT TRANE TECHNOLOGIES PLC SHS 0.2%
Value ($000) $7,245 Shares 17,170 Est. Cost $390.73 Unrealized +9.2%
KMI KINDER MORGAN INC DEL COM 0.2%
Value ($000) $7,231 Shares 255,421 Est. Cost $26.15 Unrealized +3.1%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $7,213 Shares 107,565 Est. Cost $77.97 Unrealized -9.8%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $7,153 Shares 25,352 Est. Cost $216.31 Unrealized +20.0%
HOLA JPMORGAN INTERNATIONAL HEDGED EQUITY LADDERED OVERLAY ETF 0.2%
Value ($000) $7,118 Shares 138,016 Est. Cost $51.57 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.2%
Value ($000) $7,113 Shares 202,868 Est. Cost $34.83 Unrealized -3.4%
BA BOEING CO COM 0.2%
Value ($000) $6,984 Shares 32,357 Est. Cost $169.32 Unrealized +33.2%
ORCL ORACLE CORP COM 0.2%
Value ($000) $6,927 Shares 24,632 Est. Cost $167.55 Unrealized +51.7%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.2%
Value ($000) $6,813 Shares 45,846 Est. Cost $98.68 Unrealized +37.4%
PFE PFIZER INC COM 0.2%
Value ($000) $6,672 Shares 261,861 Est. Cost $24.74 Unrealized -2.4%
DBND DOUBLELINE OPPORTUNISTIC CORE BOND ETF 0.2%
Value ($000) $6,635 Shares 142,604 Est. Cost $46.26 Unrealized
SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.2%
Value ($000) $6,467 Shares 80,192 Est. Cost $71.43 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.2%
Value ($000) $6,357 Shares 18,098 Est. Cost $290.70 Unrealized +18.3%
KMB KIMBERLY-CLARK CORP COM 0.2%
Value ($000) $6,305 Shares 50,710 Est. Cost $130.12 Unrealized -2.6%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $6,283 Shares 25,477 Est. Cost $336.17 Unrealized -22.5%
IJH ISHARES CORE S&P MID-CAP ETF 0.2%
Value ($000) $6,174 Shares 94,601 Est. Cost $62.31 Unrealized
CTVA CORTEVA INC COM 0.2%
Value ($000) $6,137 Shares 90,744 Est. Cost $59.06 Unrealized +22.2%
MS MORGAN STANLEY COM NEW 0.2%
Value ($000) $6,133 Shares 38,580 Est. Cost $120.05 Unrealized +22.0%
CFG CITIZENS FINL GROUP INC COM 0.2%
Value ($000) $5,987 Shares 112,615 Est. Cost $42.45 Unrealized +15.9%
TEL TE CONNECTIVITY PLC ORD SHS 0.2%
Value ($000) $5,962 Shares 27,160 Est. Cost $146.82 Unrealized +36.2%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $5,837 Shares 132,818 Est. Cost $39.70 Unrealized +7.0%
CRM SALESFORCE INC COM 0.2%
Value ($000) $5,787 Shares 24,417 Est. Cost $316.59 Unrealized -20.6%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $5,648 Shares 94,612 Est. Cost $70.93 Unrealized -4.7%
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $5,647 Shares 57,640 Est. Cost $75.55 Unrealized +23.8%
NEM NEWMONT CORP COM 0.1%
Value ($000) $5,605 Shares 66,484 Est. Cost $43.86 Unrealized +58.2%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $5,545 Shares 30,395 Est. Cost $79.14 Unrealized +104.8%
CI THE CIGNA GROUP COM 0.1%
Value ($000) $5,537 Shares 19,209 Est. Cost $311.40 Unrealized -5.8%
ZDEK INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER 0.1%
Value ($000) $5,488 Shares 217,254 Est. Cost $24.49 Unrealized
LECO LINCOLN ELEC HLDGS INC COM 0.1%
Value ($000) $5,455 Shares 23,132 Est. Cost $201.47 Unrealized +16.2%
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $5,450 Shares 76,196 Est. Cost $62.91 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $5,398 Shares 61,830 Est. Cost $76.87 Unrealized
CGMM CAPITAL GROUP U.S. SMALL AND MID CAP ETF 0.1%
Value ($000) $5,398 Shares 190,128 Est. Cost $26.88 Unrealized
WIP SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF 0.1%
Value ($000) $5,370 Shares 136,965 Est. Cost $38.09 Unrealized
DASH DOORDASH INC CL A 0.1%
Value ($000) $5,364 Shares 19,720 Est. Cost $165.33 Unrealized +51.7%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $5,298 Shares 25,387 Est. Cost $197.65 Unrealized
LIN LINDE PLC SHS 0.1%
Value ($000) $5,298 Shares 11,153 Est. Cost $448.97 Unrealized +4.8%
DIVI FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND 0.1%
Value ($000) $5,189 Shares 139,074 Est. Cost $30.01 Unrealized
XLV Health Care Select Sector SPDR Fund 0.1%
Value ($000) $5,134 Shares 36,887 Est. Cost $136.50 Unrealized
FHN FIRST HORIZON CORPORATION COM 0.1%
Value ($000) $5,079 Shares 224,615 Est. Cost $19.44 Unrealized +13.0%
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value ($000) $5,069 Shares 46,100 Est. Cost $79.25 Unrealized +34.8%
PSTG PURE STORAGE INC CL A 0.1%
Value ($000) $4,953 Shares 59,103 Est. Cost $55.59 Unrealized +19.6%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $4,934 Shares 49,213 Est. Cost $97.00 Unrealized
JPEF JPMORGAN EQUITY FOCUS ETF 0.1%
Value ($000) $4,921 Shares 66,422 Est. Cost $68.93 Unrealized
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.1%
Value ($000) $4,814 Shares 124,812 Est. Cost $34.59 Unrealized
ANET ARISTA NETWORKS INC COM SHS 0.1%
Value ($000) $4,809 Shares 33,005 Est. Cost $102.84 Unrealized +25.2%
KJUL INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULY 0.1%
Value ($000) $4,806 Shares 155,223 Est. Cost $29.20 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $4,801 Shares 106,445 Est. Cost $53.16 Unrealized -14.4%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $4,761 Shares 35,000 Est. Cost $122.03 Unrealized +3.6%
SNPS SYNOPSYS INC COM 0.1%
Value ($000) $4,708 Shares 9,543 Est. Cost $524.58 Unrealized +7.8%
COIN COINBASE GLOBAL INC COM CL A 0.1%
Value ($000) $4,687 Shares 13,888 Est. Cost $265.50 Unrealized +27.7%
EVRG EVERGY INC COM 0.1%
Value ($000) $4,643 Shares 61,076 Est. Cost $63.32 Unrealized +10.9%
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $4,643 Shares 23,038 Est. Cost $217.77 Unrealized -6.3%
TSLA TESLA INC COM 0.1%
Value ($000) $4,637 Shares 10,427 Est. Cost $322.56 Unrealized +7.5%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $4,636 Shares 20,994 Est. Cost $217.51 Unrealized +2.8%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.1%
Value ($000) $4,623 Shares 91,300 Est. Cost $49.06 Unrealized
PINNACLE FINL PARTNERS INC COM 0.1%
Value ($000) $4,580 Shares 48,837 Est. Cost $114.39 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.1%
Value ($000) $4,578 Shares 115,114 Est. Cost $36.18 Unrealized
LH LABCORP HOLDINGS INC COM SHS 0.1%
Value ($000) $4,534 Shares 15,794 Est. Cost $226.47 Unrealized +17.8%
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.1%
Value ($000) $4,526 Shares 44,944 Est. Cost $100.32 Unrealized
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $4,437 Shares 61,547 Est. Cost $79.94 Unrealized -3.6%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $4,369 Shares 14,543 Est. Cost $248.46 Unrealized +11.1%
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $4,305 Shares 41,495 Est. Cost $114.56 Unrealized -9.9%
WMT WALMART INC COM 0.1%
Value ($000) $4,301 Shares 41,733 Est. Cost $89.58 Unrealized +10.8%
BKR BAKER HUGHES COMPANY CL A 0.1%
Value ($000) $4,245 Shares 87,127 Est. Cost $39.41 Unrealized +11.2%
SLB SLB LIMITED COM STK 0.1%
Value ($000) $4,238 Shares 123,291 Est. Cost $38.31 Unrealized -10.4%
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $4,235 Shares 25,308 Est. Cost $98.06 Unrealized +30.3%
B BARRICK MNG CORP COM SHS 0.1%
Value ($000) $4,229 Shares 129,044 Est. Cost $19.29 Unrealized +30.4%
DE DEERE & CO COM 0.1%
Value ($000) $4,219 Shares 9,226 Est. Cost $425.54 Unrealized +15.1%
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $4,212 Shares 8,589 Est. Cost $351.40 Unrealized +29.4%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $4,188 Shares 37,223 Est. Cost $94.41 Unrealized +14.6%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $4,176 Shares 52,241 Est. Cost $78.91 Unrealized
CYBERARK SOFTWARE LTD SHS 0.1%
Value ($000) $4,174 Shares 8,639 Est. Cost $333.15 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $4,168 Shares 33,681 Est. Cost $109.92 Unrealized +9.0%
XLU Utilities Select Sector SPDR Fund 0.1%
Value ($000) $4,138 Shares 47,443 Est. Cost $77.66 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $4,101 Shares 7,210 Est. Cost $518.22 Unrealized +10.7%
PLD PROLOGIS INC. COM 0.1%
Value ($000) $4,058 Shares 35,438 Est. Cost $108.34 Unrealized -0.0%
HBAN HUNTINGTON BANCSHARES INC COM 0.1%
Value ($000) $4,032 Shares 233,458 Est. Cost $15.70 Unrealized +7.1%
J JACOBS SOLUTIONS INC COM 0.1%
Value ($000) $3,995 Shares 26,661 Est. Cost $127.04 Unrealized +12.7%
MKL MARKEL GROUP INC COM 0.1%
Value ($000) $3,993 Shares 2,089 Est. Cost $1911.56 Unrealized +2.6%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $3,955 Shares 86,494 Est. Cost $41.78 Unrealized +6.1%
NEAR ISHARES SHORT DURATION BOND ACTIVE ETF 0.1%
Value ($000) $3,949 Shares 77,012 Est. Cost $50.76 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $3,887 Shares 26,891 Est. Cost $117.72 Unrealized +12.4%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $3,881 Shares 11,239 Est. Cost $466.13 Unrealized -35.9%
FISV FISERV INC COM 0.1%
Value ($000) $3,821 Shares 29,635 Est. Cost $204.14 Unrealized -29.8%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $3,817 Shares 31,619 Est. Cost $101.96 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $3,816 Shares 16,145 Est. Cost $226.73 Unrealized -1.6%
AMGN AMGEN INC COM 0.1%
Value ($000) $3,787 Shares 13,421 Est. Cost $286.18 Unrealized +0.1%
XLF Financial Select Sector SPDR Fund 0.1%
Value ($000) $3,763 Shares 69,859 Est. Cost $49.65 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $3,752 Shares 7,516 Est. Cost $513.10 Unrealized -12.7%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $3,729 Shares 9,965 Est. Cost $347.11 Unrealized +4.7%
SHV ISHARES SHORT TREASURY BOND ETF 0.1%
Value ($000) $3,727 Shares 33,730 Est. Cost $110.15 Unrealized
NTR NUTRIEN LTD COM 0.1%
Value ($000) $3,717 Shares 63,306 Est. Cost $50.64 Unrealized +15.1%
INGR INGREDION INC COM 0.1%
Value ($000) $3,686 Shares 30,187 Est. Cost $132.40 Unrealized -2.7%
QCJA FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARY 0.1%
Value ($000) $3,641 Shares 169,851 Est. Cost $21.22 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $3,616 Shares 42,697 Est. Cost $69.25 Unrealized
CSL CARLISLE COS INC COM 0.1%
Value ($000) $3,610 Shares 10,975 Est. Cost $372.59 Unrealized +1.5%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $3,608 Shares 13,838 Est. Cost $256.29 Unrealized +0.4%
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $3,567 Shares 194,822 Est. Cost $22.43 Unrealized -16.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $3,558 Shares 12,741 Est. Cost $193.00 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $3,543 Shares 37,384 Est. Cost $84.54 Unrealized +9.1%
EG EVEREST GROUP LTD COM 0.1%
Value ($000) $3,505 Shares 10,009 Est. Cost $369.02 Unrealized -8.5%
AVAV AEROVIRONMENT INC COM 0.1%
Value ($000) $3,434 Shares 10,905 Est. Cost $165.71 Unrealized +56.1%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $3,362 Shares 16,065 Est. Cost $184.32 Unrealized
QSR RESTAURANT BRANDS INTL INC COM 0.1%
Value ($000) $3,359 Shares 52,368 Est. Cost $66.77 Unrealized -1.5%
STLD STEEL DYNAMICS INC COM 0.1%
Value ($000) $3,352 Shares 24,040 Est. Cost $130.47 Unrealized -0.1%
IDCC INTERDIGITAL INC COM 0.1%
Value ($000) $3,342 Shares 9,681 Est. Cost $271.66 Unrealized 0.0%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.1%
Value ($000) $3,341 Shares 70,149 Est. Cost $43.45 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $3,333 Shares 4,464 Est. Cost $626.12 Unrealized
INDA ISHARES MSCI INDIA ETF 0.1%
Value ($000) $3,332 Shares 64,011 Est. Cost $52.83 Unrealized
XJH ISHARES ESG SELECT SCREENED S&P MID-CAP ETF 0.1%
Value ($000) $3,293 Shares 75,097 Est. Cost $41.83 Unrealized
TSN TYSON FOODS INC CL A 0.1%
Value ($000) $3,286 Shares 60,511 Est. Cost $56.79 Unrealized -4.2%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $3,264 Shares 60,248 Est. Cost $44.69 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.1%
Value ($000) $3,262 Shares 24,364 Est. Cost $75.08 Unrealized +40.6%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $3,251 Shares 15,877 Est. Cost $176.50 Unrealized +2.4%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $3,246 Shares 15,945 Est. Cost $185.51 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $3,224 Shares 34,531 Est. Cost $77.16 Unrealized
XHLF BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF 0.1%
Value ($000) $3,184 Shares 63,146 Est. Cost $50.19 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.1%
Value ($000) $3,168 Shares 100,196 Est. Cost $31.38 Unrealized
FMX FOMENTO ECONOMICO MEXICANO SAB (US ADR) 0.1%
Value ($000) $3,163 Shares 32,068 Est. Cost $85.49 Unrealized
BX BLACKSTONE INC COM 0.1%
Value ($000) $3,162 Shares 18,507 Est. Cost $165.67 Unrealized +2.3%
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $3,109 Shares 32,564 Est. Cost $76.43 Unrealized +23.7%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $3,102 Shares 10,207 Est. Cost $290.45 Unrealized +3.8%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $3,039 Shares 29,941 Est. Cost $66.99 Unrealized +40.5%
ULTA ULTA BEAUTY INC COM 0.1%
Value ($000) $3,029 Shares 5,539 Est. Cost $387.42 Unrealized +32.3%
NXPI NXP SEMICONDUCTORS N V COM 0.1%
Value ($000) $3,026 Shares 13,290 Est. Cost $222.56 Unrealized +0.2%
XLC Communication Services Select Sector SPDR Fund 0.1%
Value ($000) $3,024 Shares 25,551 Est. Cost $96.79 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.1%
Value ($000) $3,014 Shares 8,724 Est. Cost $302.48 Unrealized +6.5%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $2,987 Shares 27,417 Est. Cost $75.61 Unrealized +34.1%
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $2,975 Shares 27,934 Est. Cost $105.50 Unrealized
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.1%
Value ($000) $2,950 Shares 58,996 Est. Cost $49.62 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.1%
Value ($000) $2,929 Shares 36,709 Est. Cost $67.00 Unrealized
SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 0.1%
Value ($000) $2,923 Shares 122,083 Est. Cost $23.53 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $2,914 Shares 15,152 Est. Cost $198.35 Unrealized +3.1%
RY ROYAL BK CDA COM 0.1%
Value ($000) $2,907 Shares 19,732 Est. Cost $123.44 Unrealized +11.7%
NFLX NETFLIX INC COM 0.1%
Value ($000) $2,901 Shares 2,420 Est. Cost $88.53 Unrealized +37.9%
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $2,891 Shares 7,820 Est. Cost $366.32 Unrealized +5.0%
AON AON PLC SHS CL A 0.1%
Value ($000) $2,887 Shares 8,095 Est. Cost $365.26 Unrealized -1.0%
FNF FIDELITY NATIONAL FINANCIAL IN COM SHS 0.1%
Value ($000) $2,868 Shares 47,417 Est. Cost $55.70 Unrealized -1.0%
BLK BLACKROCK INC COM 0.1%
Value ($000) $2,867 Shares 2,459 Est. Cost $990.43 Unrealized +11.9%
RBCAA REPUBLIC BANCORP INC KY CL A 0.1%
Value ($000) $2,854 Shares 39,496 Est. Cost $71.37 Unrealized +3.5%
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $2,852 Shares 36,612 Est. Cost $33.72 Unrealized -7.6%
CGGE CAPITAL GROUP GLOBAL EQUITY ETF 0.1%
Value ($000) $2,847 Shares 92,461 Est. Cost $29.19 Unrealized
MET METLIFE INC COM 0.1%
Value ($000) $2,814 Shares 34,161 Est. Cost $79.48 Unrealized -2.0%
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 0.1%
Value ($000) $2,787 Shares 47,085 Est. Cost $51.25 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $2,782 Shares 57,555 Est. Cost $46.34 Unrealized +0.0%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $2,777 Shares 161,824 Est. Cost $19.26 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $2,759 Shares 33,252 Est. Cost $82.22 Unrealized
ARKK ARK INNOVATION ETF 0.1%
Value ($000) $2,742 Shares 31,773 Est. Cost $57.36 Unrealized
DFNM DIMENSIONAL NATIONAL MUNICIPAL BOND ETF 0.1%
Value ($000) $2,732 Shares 56,946 Est. Cost $47.73 Unrealized
BFS SAUL CTRS INC COM 0.1%
Value ($000) $2,729 Shares 85,625 Est. Cost $37.30 Unrealized
BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.1%
Value ($000) $2,726 Shares 29,708 Est. Cost $91.52 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $2,697 Shares 30,070 Est. Cost $127.07 Unrealized -23.9%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value ($000) $2,685 Shares 53,618 Est. Cost $50.13 Unrealized
FEGE FIRST EAGLE GLOBAL EQUITY ETF 0.1%
Value ($000) $2,638 Shares 59,632 Est. Cost $37.58 Unrealized
FLTR VanEck Investment Grade Floating Rate ETF 0.1%
Value ($000) $2,635 Shares 103,064 Est. Cost $25.46 Unrealized
OWL BLUE OWL CAPITAL INC COM CL A 0.1%
Value ($000) $2,625 Shares 155,066 Est. Cost $22.89 Unrealized -16.9%
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.1%
Value ($000) $2,595 Shares 38,581 Est. Cost $61.46 Unrealized
MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF 0.1%
Value ($000) $2,589 Shares 28,280 Est. Cost $86.89 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $2,572 Shares 74,649 Est. Cost $31.06 Unrealized
BLACKROCK CR ALLOCATION INCOME COM 0.1%
Value ($000) $2,565 Shares 232,149 Est. Cost $10.96 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $2,557 Shares 15,802 Est. Cost $146.80 Unrealized +9.9%
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST 0.1%
Value ($000) $2,530 Shares 51,602 Est. Cost $47.56 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $2,521 Shares 26,500 Est. Cost $88.92 Unrealized
JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF 0.1%
Value ($000) $2,521 Shares 25,729 Est. Cost $95.83 Unrealized
GEV GE VERNOVA INC COM 0.1%
Value ($000) $2,433 Shares 3,957 Est. Cost $327.41 Unrealized +84.9%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $2,423 Shares 28,913 Est. Cost $69.50 Unrealized +15.8%
SPLB SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF 0.1%
Value ($000) $2,404 Shares 103,980 Est. Cost $22.40 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $2,390 Shares 36,179 Est. Cost $48.82 Unrealized +25.8%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $2,387 Shares 23,749 Est. Cost $97.19 Unrealized +2.0%
HAL HALLIBURTON CO COM 0.1%
Value ($000) $2,386 Shares 96,997 Est. Cost $24.38 Unrealized -10.3%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $2,378 Shares 9,133 Est. Cost $271.56 Unrealized -1.5%
FBCG FIDELITY BLUE CHIP GROWTH ETF 0.1%
Value ($000) $2,320 Shares 43,239 Est. Cost $47.15 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $2,312 Shares 35,566 Est. Cost $54.16 Unrealized
SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 0.1%
Value ($000) $2,298 Shares 40,185 Est. Cost $54.53 Unrealized
CB CHUBB LIMITED COM 0.1%
Value ($000) $2,267 Shares 8,030 Est. Cost $281.36 Unrealized -2.2%
XLI Industrial Select Sector SPDR Fund 0.1%
Value ($000) $2,256 Shares 14,626 Est. Cost $133.08 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value ($000) $2,248 Shares 77,214 Est. Cost $26.07 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $2,226 Shares 7,971 Est. Cost $245.53 Unrealized +8.3%
BSV VANGUARD SHORT-TERM BOND ETF 0.1%
Value ($000) $2,199 Shares 27,870 Est. Cost $77.34 Unrealized
PIMCO DYNAMIC INCOME FD SHS 0.1%
Value ($000) $2,192 Shares 110,719 Est. Cost $18.78 Unrealized
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $2,184 Shares 28,589 Est. Cost $35.69 Unrealized
TBLL INVESCO SHORT TERM TREASURY ETF 0.1%
Value ($000) $2,129 Shares 20,149 Est. Cost $105.58 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.1%
Value ($000) $2,128 Shares 11,337 Est. Cost $152.73 Unrealized +10.7%
TOST TOAST INC CL A 0.1%
Value ($000) $2,118 Shares 58,002 Est. Cost $38.46 Unrealized +12.9%
AUB ATLANTIC UN BANKSHARES CORP COM 0.1%
Value ($000) $2,117 Shares 59,992 Est. Cost $37.17 Unrealized -10.7%
XLY Consumer Discretionary Select Sector SPDR Fund 0.1%
Value ($000) $2,102 Shares 8,771 Est. Cost $222.72 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.1%
Value ($000) $2,096 Shares 14,715 Est. Cost $132.33 Unrealized
EFX EQUIFAX INC COM 0.1%
Value ($000) $2,050 Shares 7,991 Est. Cost $265.60 Unrealized -5.7%
IGLD FT VEST GOLD STRATEGY TARGET INCOME ETF 0.1%
Value ($000) $2,039 Shares 85,192 Est. Cost $20.94 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.1%
Value ($000) $2,022 Shares 34,366 Est. Cost $58.32 Unrealized
ISPY PROSHARES S&P 500 HIGH INCOME ETF 0.1%
Value ($000) $2,001 Shares 44,359 Est. Cost $44.11 Unrealized
WINN HARBOR LONG-TERM GROWERS ETF 0.1%
Value ($000) $1,979 Shares 63,513 Est. Cost $27.48 Unrealized
CGNG CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF 0.1%
Value ($000) $1,975 Shares 63,915 Est. Cost $28.81 Unrealized
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $1,971 Shares 8,023 Est. Cost $216.79 Unrealized +10.2%
TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF 0.1%
Value ($000) $1,956 Shares 51,871 Est. Cost $33.24 Unrealized
PKG PACKAGING CORP AMER COM 0.1%
Value ($000) $1,931 Shares 8,859 Est. Cost $224.00 Unrealized -8.9%
UPWK UPWORK INC COM 0.0%
Value ($000) $1,911 Shares 102,920 Est. Cost $14.40 Unrealized +3.4%
XLP Consumer Staples Select Sector SPDR Fund 0.0%
Value ($000) $1,909 Shares 24,357 Est. Cost $78.81 Unrealized
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.0%
Value ($000) $1,899 Shares 78,132 Est. Cost $24.08 Unrealized
DB DEUTSCHE BANK A G NAMEN AKT 0.0%
Value ($000) $1,893 Shares 53,450 Est. Cost $26.99 Unrealized +26.3%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $1,886 Shares 24,985 Est. Cost $72.81 Unrealized -0.8%
XLE Energy Select Sector SPDR Fund 0.0%
Value ($000) $1,876 Shares 21,002 Est. Cost $85.66 Unrealized
IVOG VANGUARD S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $1,863 Shares 15,591 Est. Cost $111.87 Unrealized
AGM FEDERAL AGRIC MTG CORP CL C 0.0%
Value ($000) $1,828 Shares 10,881 Est. Cost $190.68 Unrealized -3.2%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $1,827 Shares 12,854 Est. Cost $132.33 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $1,804 Shares 18,687 Est. Cost $89.04 Unrealized
JAAA Janus Henderson AAA CLO ETF 0.0%
Value ($000) $1,801 Shares 35,465 Est. Cost $50.72 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $1,792 Shares 8,919 Est. Cost $189.31 Unrealized +3.4%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $1,788 Shares 18,315 Est. Cost $89.67 Unrealized +15.5%
NULG NUVEEN ESG LARGE-CAP GROWTH ETF 0.0%
Value ($000) $1,715 Shares 17,249 Est. Cost $85.84 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $1,636 Shares 13,686 Est. Cost $116.86 Unrealized
QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND 0.0%
Value ($000) $1,625 Shares 11,519 Est. Cost $136.49 Unrealized
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $1,624 Shares 51,743 Est. Cost $25.77 Unrealized
INOD INNODATA INC COM NEW 0.0%
Value ($000) $1,618 Shares 21,000 Est. Cost $31.51 Unrealized +60.3%
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.0%
Value ($000) $1,617 Shares 65,472 Est. Cost $24.19 Unrealized
ISHG ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF 0.0%
Value ($000) $1,609 Shares 21,120 Est. Cost $76.44 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $1,604 Shares 3,459 Est. Cost $425.72 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $1,593 Shares 5,429 Est. Cost $287.90 Unrealized +3.4%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $1,538 Shares 9,484 Est. Cost $199.18 Unrealized -14.3%
DUSB DIMENSIONAL ULTRASHORT FIXED INCOME ETF 0.0%
Value ($000) $1,528 Shares 30,086 Est. Cost $50.73 Unrealized
GUGGENHEIM STRATEGIC OPPORTUN COM SBI 0.0%
Value ($000) $1,519 Shares 101,400 Est. Cost $14.98 Unrealized
HALO HALOZYME THERAPEUTICS INC COM 0.0%
Value ($000) $1,517 Shares 20,690 Est. Cost $51.68 Unrealized +28.5%
BLACKROCK MUNI INCOME TR II COM 0.0%
Value ($000) $1,511 Shares 144,611 Est. Cost $10.13 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $1,509 Shares 21,645 Est. Cost $72.63 Unrealized +1.6%
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW 0.0%
Value ($000) $1,504 Shares 6,698 Est. Cost $194.48 Unrealized +15.6%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $1,500 Shares 38,274 Est. Cost $58.24 Unrealized -22.7%
SDY STATE STREET SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $1,499 Shares 10,700 Est. Cost $132.10 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $1,488 Shares 47,580 Est. Cost $31.36 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $1,484 Shares 13,288 Est. Cost $106.19 Unrealized -1.9%
PPG PPG INDS INC COM 0.0%
Value ($000) $1,480 Shares 14,080 Est. Cost $121.53 Unrealized -9.5%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $1,471 Shares 2,468 Est. Cost $569.60 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.0%
Value ($000) $1,461 Shares 31,600 Est. Cost $45.03 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY A COM 0.0%
Value ($000) $1,444 Shares 4,470 Est. Cost $409.02 Unrealized -24.7%
MAS MASCO CORP COM 0.0%
Value ($000) $1,435 Shares 20,390 Est. Cost $78.41 Unrealized -10.8%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $1,417 Shares 15,782 Est. Cost $74.86 Unrealized
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 0.0%
Value ($000) $1,414 Shares 35,686 Est. Cost $37.05 Unrealized
CLOA ISHARES AAA CLO ACTIVE ETF 0.0%
Value ($000) $1,410 Shares 27,142 Est. Cost $51.77 Unrealized
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value ($000) $1,409 Shares 21,055 Est. Cost $63.15 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $1,407 Shares 17,604 Est. Cost $93.07 Unrealized -9.1%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $1,405 Shares 4,670 Est. Cost $185.13 Unrealized +47.3%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $1,395 Shares 6,562 Est. Cost $172.82 Unrealized +26.0%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $1,377 Shares 9,992 Est. Cost $118.12 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $1,363 Shares 18,732 Est. Cost $59.21 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value ($000) $1,362 Shares 54,072 Est. Cost $25.05 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $1,352 Shares 8,336 Est. Cost $125.21 Unrealized +31.9%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $1,351 Shares 7,011 Est. Cost $148.76 Unrealized +17.3%
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $1,346 Shares 26,478 Est. Cost $49.83 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $1,343 Shares 6,773 Est. Cost $238.75 Unrealized -16.9%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $1,341 Shares 9,738 Est. Cost $124.91 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.0%
Value ($000) $1,341 Shares 13,533 Est. Cost $92.65 Unrealized
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $1,312 Shares 14,936 Est. Cost $71.04 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $1,306 Shares 4,395 Est. Cost $332.67 Unrealized -4.0%
CALI ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF 0.0%
Value ($000) $1,304 Shares 25,739 Est. Cost $50.67 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.0%
Value ($000) $1,297 Shares 53,283 Est. Cost $24.00 Unrealized
GWX SPDR S&P INTERNATIONAL SMALL CAP ETF 0.0%
Value ($000) $1,295 Shares 32,240 Est. Cost $30.99 Unrealized
NUDM NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF 0.0%
Value ($000) $1,286 Shares 34,183 Est. Cost $30.06 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $1,285 Shares 5,367 Est. Cost $237.37 Unrealized +1.2%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $1,282 Shares 15,523 Est. Cost $66.21 Unrealized
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.0%
Value ($000) $1,275 Shares 54,341 Est. Cost $22.89 Unrealized
AGO ASSURED GUARANTY LTD COM 0.0%
Value ($000) $1,270 Shares 15,000 Est. Cost $86.67 Unrealized -4.1%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $1,257 Shares 10,929 Est. Cost $115.01 Unrealized
HAE HAEMONETICS CORP MASS COM 0.0%
Value ($000) $1,249 Shares 25,629 Est. Cost $66.14 Unrealized -6.4%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $1,232 Shares 14,754 Est. Cost $121.14 Unrealized -27.3%
DSEP FT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER 0.0%
Value ($000) $1,220 Shares 27,610 Est. Cost $40.55 Unrealized
BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN 0.0%
Value ($000) $1,215 Shares 99,868 Est. Cost $12.21 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $1,214 Shares 23,921 Est. Cost $50.52 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $1,210 Shares 1,596 Est. Cost $655.15 Unrealized +12.2%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $1,201 Shares 11,777 Est. Cost $112.79 Unrealized -16.0%
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.0%
Value ($000) $1,195 Shares 46,812 Est. Cost $25.04 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $1,180 Shares 13,952 Est. Cost $93.82 Unrealized -5.6%
T AT&T INC COM 0.0%
Value ($000) $1,175 Shares 41,614 Est. Cost $21.64 Unrealized +29.7%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $1,172 Shares 1,923 Est. Cost $492.27 Unrealized +14.4%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $1,170 Shares 20,551 Est. Cost $61.13 Unrealized +0.3%
JVAL JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND 0.0%
Value ($000) $1,164 Shares 24,515 Est. Cost $43.20 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $1,149 Shares 2,361 Est. Cost $503.12 Unrealized +6.1%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $1,127 Shares 15,446 Est. Cost $96.38 Unrealized -22.1%
DFVX DIMENSIONAL US LARGE CAP VECTOR ETF 0.0%
Value ($000) $1,120 Shares 15,397 Est. Cost $65.34 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $1,114 Shares 53,218 Est. Cost $21.05 Unrealized
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $1,113 Shares 6,262 Est. Cost $151.40 Unrealized +18.6%
XBI STATE STREET SPDR S&P BIOTECH ETF 0.0%
Value ($000) $1,102 Shares 10,998 Est. Cost $86.45 Unrealized
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $1,071 Shares 12,598 Est. Cost $85.04 Unrealized
NUVEEN PFD & INCOME OPPORTUNIT COM 0.0%
Value ($000) $1,042 Shares 127,028 Est. Cost $7.93 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $1,034 Shares 1,124 Est. Cost $196.64 Unrealized -5.0%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $1,032 Shares 4,931 Est. Cost $194.82 Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $1,032 Shares 11,071 Est. Cost $69.96 Unrealized +24.5%
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value ($000) $1,031 Shares 80,752 Est. Cost $13.10 Unrealized +2.5%
F FORD MTR CO COM 0.0%
Value ($000) $1,029 Shares 86,046 Est. Cost $9.87 Unrealized +14.7%
DOV DOVER CORP COM 0.0%
Value ($000) $1,012 Shares 6,065 Est. Cost $192.96 Unrealized -7.4%
SPIP STATE STREET SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $1,011 Shares 38,433 Est. Cost $25.31 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $1,011 Shares 18,696 Est. Cost $51.51 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $1,001 Shares 4,845 Est. Cost $190.88 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $989 Shares 6,376 Est. Cost $128.56 Unrealized +19.1%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $989 Shares 3,237 Est. Cost $234.55 Unrealized +15.7%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $988 Shares 7,532 Est. Cost $119.02 Unrealized +13.8%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $980 Shares 7,734 Est. Cost $137.90 Unrealized -0.5%
DFAW DIMENSIONAL WORLD EQUITY ETF 0.0%
Value ($000) $979 Shares 13,626 Est. Cost $64.81 Unrealized
JIVE JPMORGAN INTERNATIONAL VALUE ETF 0.0%
Value ($000) $978 Shares 12,973 Est. Cost $70.80 Unrealized
SHYD VANECK SHORT HIGH YIELD MUNI ETF 0.0%
Value ($000) $976 Shares 42,600 Est. Cost $22.70 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $973 Shares 10,286 Est. Cost $102.06 Unrealized -8.6%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $965 Shares 2,110 Est. Cost $467.18 Unrealized -4.0%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $964 Shares 3,133 Est. Cost $266.73 Unrealized +6.2%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $958 Shares 6,770 Est. Cost $135.37 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $957 Shares 20,253 Est. Cost $46.72 Unrealized -4.2%
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $950 Shares 21,063 Est. Cost $40.52 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $949 Shares 19,886 Est. Cost $41.26 Unrealized
RRR RED ROCK RESORTS INC CL A 0.0%
Value ($000) $943 Shares 15,436 Est. Cost $48.21 Unrealized +22.0%
ACHR ARCHER AVIATION INC COM CL A 0.0%
Value ($000) $937 Shares 97,795 Est. Cost $8.93 Unrealized +10.8%
QUBT QUANTUM COMPUTING INC COM 0.0%
Value ($000) $935 Shares 50,794 Est. Cost $17.16 Unrealized 0.0%
MTRX MATRIX SVC CO COM 0.0%
Value ($000) $933 Shares 71,333 Est. Cost $13.34 Unrealized +6.5%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $932 Shares 14,923 Est. Cost $63.59 Unrealized -0.3%
XONE BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF 0.0%
Value ($000) $928 Shares 18,687 Est. Cost $49.55 Unrealized
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.0%
Value ($000) $927 Shares 8,393 Est. Cost $106.17 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $926 Shares 3,380 Est. Cost $245.53 Unrealized +10.1%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $925 Shares 21,833 Est. Cost $26.74 Unrealized
IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF 0.0%
Value ($000) $923 Shares 41,243 Est. Cost $21.94 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.0%
Value ($000) $913 Shares 3,335 Est. Cost $235.26 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $905 Shares 2,248 Est. Cost $344.99 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $899 Shares 25,311 Est. Cost $33.68 Unrealized +0.7%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $894 Shares 8,714 Est. Cost $90.49 Unrealized +13.6%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $894 Shares 10,002 Est. Cost $87.41 Unrealized
USMC PRINCIPAL U.S. MEGA-CAP ETF 0.0%
Value ($000) $893 Shares 13,100 Est. Cost $60.03 Unrealized
IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF 0.0%
Value ($000) $884 Shares 40,272 Est. Cost $21.37 Unrealized
URA GLOBAL X URANIUM ETF 0.0%
Value ($000) $883 Shares 18,528 Est. Cost $38.81 Unrealized
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $877 Shares 77,014 Est. Cost $11.16 Unrealized
VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF 0.0%
Value ($000) $876 Shares 11,582 Est. Cost $75.62 Unrealized
CTA SIMPLIFY MANAGED FUTURES STRATEGY ETF 0.0%
Value ($000) $872 Shares 31,173 Est. Cost $28.10 Unrealized
CFR CULLEN FROST BANKERS INC COM 0.0%
Value ($000) $869 Shares 6,852 Est. Cost $130.31 Unrealized -1.6%
TOWN TOWNEBANK PORTSMOUTH VA COM 0.0%
Value ($000) $866 Shares 25,049 Est. Cost $34.78 Unrealized +3.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $865 Shares 4,837 Est. Cost $86.83 Unrealized
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $856 Shares 22,510 Est. Cost $35.81 Unrealized
RPRX ROYALTY PHARMA PLC SHS CLASS A 0.0%
Value ($000) $852 Shares 24,145 Est. Cost $32.32 Unrealized +12.0%
AGI ALAMOS GOLD INC NEW COM CL A 0.0%
Value ($000) $850 Shares 24,395 Est. Cost $28.59 Unrealized 0.0%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $849 Shares 891 Est. Cost $1116.02 Unrealized -10.3%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $848 Shares 4,477 Est. Cost $166.12 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $844 Shares 6,089 Est. Cost $120.73 Unrealized +9.7%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $844 Shares 26,853 Est. Cost $39.99 Unrealized -17.1%
HP HELMERICH & PAYNE INC COM 0.0%
Value ($000) $840 Shares 38,045 Est. Cost $23.36 Unrealized -21.1%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $834 Shares 9,311 Est. Cost $84.14 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.0%
Value ($000) $829 Shares 16,569 Est. Cost $57.84 Unrealized
EUFN ISHARES MSCI EUROPE FINANCIALS ETF 0.0%
Value ($000) $826 Shares 24,050 Est. Cost $34.34 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $823 Shares 3,504 Est. Cost $219.98 Unrealized +6.8%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $820 Shares 5,872 Est. Cost $129.38 Unrealized
ERII ENERGY RECOVERY INC COM 0.0%
Value ($000) $814 Shares 52,772 Est. Cost $14.69 Unrealized -4.0%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $814 Shares 7,894 Est. Cost $99.60 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $812 Shares 7,606 Est. Cost $105.51 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $805 Shares 1,639 Est. Cost $526.39 Unrealized -3.1%
XJUN FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE 0.0%
Value ($000) $803 Shares 19,029 Est. Cost $38.62 Unrealized
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $803 Shares 13,790 Est. Cost $54.42 Unrealized
GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF 0.0%
Value ($000) $791 Shares 15,151 Est. Cost $50.14 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $790 Shares 6,158 Est. Cost $97.31 Unrealized
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $782 Shares 5,871 Est. Cost $155.70 Unrealized -9.6%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value ($000) $782 Shares 5,487 Est. Cost $117.33 Unrealized
DFSV DIMENSIONAL US SMALL CAP VALUE ETF 0.0%
Value ($000) $778 Shares 24,447 Est. Cost $30.23 Unrealized
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value ($000) $775 Shares 38,460 Est. Cost $11.32 Unrealized +48.0%
RVTY REVVITY INC COM 0.0%
Value ($000) $771 Shares 8,800 Est. Cost $106.06 Unrealized -14.5%
HGER HARBOR ALL-WEATHER INFLATION FOCUS ETF 0.0%
Value ($000) $765 Shares 29,658 Est. Cost $25.80 Unrealized
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $765 Shares 39,481 Est. Cost $19.13 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.0%
Value ($000) $754 Shares 1 Est. Cost $720129.80 Unrealized +0.9%
RYN RAYONIER INC COM 0.0%
Value ($000) $752 Shares 28,345 Est. Cost $24.22 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $748 Shares 9,916 Est. Cost $53.65 Unrealized +26.4%
INTC INTEL CORP COM 0.0%
Value ($000) $746 Shares 22,234 Est. Cost $22.54 Unrealized +7.5%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $743 Shares 689 Est. Cost $669.07 Unrealized +39.1%
RGLD ROYAL GOLD INC COM 0.0%
Value ($000) $742 Shares 3,697 Est. Cost $154.52 Unrealized +11.9%
UGL PROSHARES ULTRA GOLD 0.0%
Value ($000) $737 Shares 16,000 Est. Cost $58.17 Unrealized
CRH CRH PLC ORD 0.0%
Value ($000) $735 Shares 6,130 Est. Cost $95.23 Unrealized +10.9%
RL RALPH LAUREN CORP CL A 0.0%
Value ($000) $729 Shares 2,325 Est. Cost $244.80 Unrealized +21.0%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $729 Shares 14,596 Est. Cost $47.86 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $729 Shares 6,590 Est. Cost $108.61 Unrealized
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 0.0%
Value ($000) $727 Shares 13,664 Est. Cost $52.46 Unrealized
IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF 0.0%
Value ($000) $727 Shares 32,303 Est. Cost $22.20 Unrealized
SNN SMITH & NEPHEW PLC SPDN ADR NEW 0.0%
Value ($000) $722 Shares 19,890 Est. Cost $28.45 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $719 Shares 4,729 Est. Cost $133.65 Unrealized +9.3%
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.0%
Value ($000) $717 Shares 11,972 Est. Cost $59.83 Unrealized
MODL VICTORYSHARES WESTEND U.S. SECTOR ETF 0.0%
Value ($000) $716 Shares 15,494 Est. Cost $40.29 Unrealized
RGCO RGC RES INC COM 0.0%
Value ($000) $714 Shares 31,817 Est. Cost $20.76 Unrealized +5.6%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $712 Shares 3,104 Est. Cost $204.32 Unrealized +14.2%
IBTK ISHARES IBONDS DEC 2030 TERM TREASURY ETF 0.0%
Value ($000) $711 Shares 35,791 Est. Cost $19.23 Unrealized
RXO RXO INC COMMON STOCK 0.0%
Value ($000) $707 Shares 46,000 Est. Cost $16.12 Unrealized 0.0%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $705 Shares 9,600 Est. Cost $67.21 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $695 Shares 3,712 Est. Cost $225.20 Unrealized -18.3%
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $679 Shares 5,105 Est. Cost $138.84 Unrealized 0.0%
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $672 Shares 7,276 Est. Cost $71.92 Unrealized +21.2%
DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF 0.0%
Value ($000) $669 Shares 13,891 Est. Cost $47.35 Unrealized
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $667 Shares 19,224 Est. Cost $26.22 Unrealized +29.5%
CEFS SABA CLOSED END FUNDS ETF 0.0%
Value ($000) $658 Shares 28,884 Est. Cost $21.46 Unrealized
UVV UNIVERSAL CORP VA COM 0.0%
Value ($000) $654 Shares 11,705 Est. Cost $53.42 Unrealized +3.5%
BILZ PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $653 Shares 6,450 Est. Cost $101.20 Unrealized
OPPE WISDOMTREE EUROPEAN OPPORTUNITIES FUND 0.0%
Value ($000) $652 Shares 13,342 Est. Cost $38.22 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $648 Shares 6,715 Est. Cost $92.45 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $647 Shares 10,762 Est. Cost $62.64 Unrealized
PPA INVESCO AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $640 Shares 4,115 Est. Cost $114.72 Unrealized
IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF 0.0%
Value ($000) $639 Shares 27,833 Est. Cost $22.82 Unrealized
KKR KKR & CO INC COM 0.0%
Value ($000) $639 Shares 4,915 Est. Cost $145.82 Unrealized -2.9%
HUM HUMANA INC COM 0.0%
Value ($000) $636 Shares 2,444 Est. Cost $263.37 Unrealized -0.8%
NI NISOURCE INC COM 0.0%
Value ($000) $635 Shares 14,665 Est. Cost $37.85 Unrealized +8.4%
HEIDRICK & STRUGGLES INTL INC COM 0.0%
Value ($000) $634 Shares 12,730 Est. Cost $43.49 Unrealized
XMAR FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH 0.0%
Value ($000) $632 Shares 16,108 Est. Cost $36.20 Unrealized
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $629 Shares 20,370 Est. Cost $34.56 Unrealized -3.3%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $613 Shares 5,520 Est. Cost $87.00 Unrealized +29.1%
FMC FMC CORP COM NEW 0.0%
Value ($000) $611 Shares 18,173 Est. Cost $41.39 Unrealized -7.9%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $610 Shares 1,868 Est. Cost $250.20 Unrealized
QMAR FT VEST NASDAQ-100 BUFFER ETF - MARCH 0.0%
Value ($000) $609 Shares 18,932 Est. Cost $29.76 Unrealized
KNSL KINSALE CAP GROUP INC COM 0.0%
Value ($000) $600 Shares 1,410 Est. Cost $468.65 Unrealized -3.3%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $597 Shares 9,053 Est. Cost $53.47 Unrealized
SPYI NEOS S&P 500 HIGH INCOME ETF 0.0%
Value ($000) $595 Shares 11,371 Est. Cost $50.97 Unrealized
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.0%
Value ($000) $594 Shares 9,016 Est. Cost $60.59 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $593 Shares 32,519 Est. Cost $17.70 Unrealized
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $592 Shares 45,370 Est. Cost $16.87 Unrealized -13.3%
SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.0%
Value ($000) $592 Shares 20,193 Est. Cost $29.01 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $586 Shares 8,751 Est. Cost $76.02 Unrealized -9.2%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $585 Shares 23,617 Est. Cost $19.56 Unrealized
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.0%
Value ($000) $577 Shares 9,168 Est. Cost $58.52 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $575 Shares 6,838 Est. Cost $80.27 Unrealized
HSIC HENRY SCHEIN INC COM 0.0%
Value ($000) $572 Shares 8,620 Est. Cost $73.57 Unrealized -5.9%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $562 Shares 1,292 Est. Cost $366.14 Unrealized
DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 0.0%
Value ($000) $559 Shares 14,809 Est. Cost $34.11 Unrealized
CHAT ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF 0.0%
Value ($000) $558 Shares 9,080 Est. Cost $61.50 Unrealized
VNO VORNADO RLTY TR SH BEN INT 0.0%
Value ($000) $557 Shares 13,735 Est. Cost $42.04 Unrealized
HANCOCK JOHN INCOME SECS TR COM 0.0%
Value ($000) $556 Shares 47,622 Est. Cost $11.40 Unrealized
FMHI FIRST TRUST MUNICIPAL HIGH INCOME ETF 0.0%
Value ($000) $554 Shares 11,665 Est. Cost $48.27 Unrealized
USRT iShares Core US REIT ETF 0.0%
Value ($000) $553 Shares 9,412 Est. Cost $57.31 Unrealized
CLEARBRIDGE ENERGY MIDSTRM OPP COM 0.0%
Value ($000) $550 Shares 12,237 Est. Cost $46.54 Unrealized
LRGF ISHARES U.S. EQUITY FACTOR ETF 0.0%
Value ($000) $549 Shares 7,948 Est. Cost $60.35 Unrealized
BSMV INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF 0.0%
Value ($000) $546 Shares 26,005 Est. Cost $21.01 Unrealized
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $545 Shares 1,060 Est. Cost $339.14 Unrealized +28.7%
AZO AUTOZONE INC COM 0.0%
Value ($000) $545 Shares 127 Est. Cost $3166.27 Unrealized +26.7%
VNQ Vanguard Real Estate ETF 0.0%
Value ($000) $532 Shares 5,817 Est. Cost $89.08 Unrealized
WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST 0.0%
Value ($000) $529 Shares 5,810 Est. Cost $91.01 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $523 Shares 32,477 Est. Cost $15.21 Unrealized
OUSM ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF 0.0%
Value ($000) $521 Shares 11,633 Est. Cost $43.33 Unrealized
XNOV FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - NOVEMBER 0.0%
Value ($000) $517 Shares 14,126 Est. Cost $34.01 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $516 Shares 1,551 Est. Cost $289.41 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value ($000) $515 Shares 8,322 Est. Cost $59.06 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $509 Shares 8,373 Est. Cost $54.62 Unrealized +4.2%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $509 Shares 5,996 Est. Cost $77.96 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $505 Shares 2,443 Est. Cost $189.37 Unrealized +6.4%
SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $497 Shares 5,604 Est. Cost $86.78 Unrealized
XMHQ INVESCO S&P MIDCAP QUALITY ETF 0.0%
Value ($000) $493 Shares 4,699 Est. Cost $98.63 Unrealized
KRE STATE STREET SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $492 Shares 7,777 Est. Cost $60.80 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $490 Shares 7,436 Est. Cost $83.93 Unrealized -14.0%
RPV INVESCO S&P 500 PURE VALUE ETF 0.0%
Value ($000) $489 Shares 4,919 Est. Cost $90.21 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $486 Shares 3,340 Est. Cost $128.82 Unrealized
GJUL FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY 0.0%
Value ($000) $484 Shares 11,929 Est. Cost $36.75 Unrealized
THG HANOVER INS GROUP INC COM 0.0%
Value ($000) $483 Shares 2,658 Est. Cost $152.11 Unrealized +11.7%
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $482 Shares 3,700 Est. Cost $91.05 Unrealized +29.6%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $481 Shares 5,178 Est. Cost $82.12 Unrealized
THNQ ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $479 Shares 7,485 Est. Cost $64.04 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $477 Shares 1,304 Est. Cost $324.59 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $476 Shares 8,099 Est. Cost $57.97 Unrealized
BITB BITWISE BITCOIN ETF TRUST 0.0%
Value ($000) $473 Shares 7,598 Est. Cost $50.39 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $472 Shares 5,165 Est. Cost $98.03 Unrealized -8.1%
SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $471 Shares 4,993 Est. Cost $90.12 Unrealized
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $470 Shares 2,461 Est. Cost $194.61 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $464 Shares 2,388 Est. Cost $177.97 Unrealized
FTAI FTAI AVIATION LTD SHS 0.0%
Value ($000) $464 Shares 2,783 Est. Cost $145.85 Unrealized -2.8%
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 0.0%
Value ($000) $464 Shares 20,954 Est. Cost $21.49 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $464 Shares 4,741 Est. Cost $86.06 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $463 Shares 9,180 Est. Cost $61.90 Unrealized -20.1%
DXJ WisdomTree Japan Hedged Equity ETF 0.0%
Value ($000) $460 Shares 3,589 Est. Cost $110.29 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $456 Shares 3,643 Est. Cost $105.61 Unrealized
COHEN & STEERS INFRASTRUCTURE COM 0.0%
Value ($000) $455 Shares 18,342 Est. Cost $24.04 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $454 Shares 84 Est. Cost $4887.86 Unrealized +13.8%
UDR UDR INC COM 0.0%
Value ($000) $453 Shares 12,153 Est. Cost $42.14 Unrealized -8.6%
DOW DOW INC COM 0.0%
Value ($000) $452 Shares 19,699 Est. Cost $41.90 Unrealized -42.0%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $450 Shares 3,503 Est. Cost $135.84 Unrealized -11.3%
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $450 Shares 5,054 Est. Cost $80.70 Unrealized
CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $449 Shares 4,966 Est. Cost $83.24 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $446 Shares 3,151 Est. Cost $131.30 Unrealized +2.7%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $444 Shares 8,321 Est. Cost $41.82 Unrealized
ABCB AMERIS BANCORP COM 0.0%
Value ($000) $440 Shares 6,000 Est. Cost $64.59 Unrealized +8.4%
SIMS STATE STREET SPDR S&P KENSHO INTELLIGENT STRUCTURES ETF 0.0%
Value ($000) $439 Shares 10,342 Est. Cost $34.17 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $438 Shares 1,353 Est. Cost $219.53 Unrealized +51.2%
SOUN SOUNDHOUND AI INC CLASS A COM 0.0%
Value ($000) $437 Shares 27,197 Est. Cost $13.27 Unrealized 0.0%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $437 Shares 2,472 Est. Cost $163.77 Unrealized
SFEB FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - FEBRUARY 0.0%
Value ($000) $437 Shares 19,152 Est. Cost $21.51 Unrealized
IBTL ISHARES IBONDS DEC 2031 TERM TREASURY ETF 0.0%
Value ($000) $432 Shares 21,014 Est. Cost $19.88 Unrealized
GPIQ GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF 0.0%
Value ($000) $432 Shares 8,236 Est. Cost $49.39 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $431 Shares 1,581 Est. Cost $304.00 Unrealized -6.1%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $430 Shares 5,609 Est. Cost $65.52 Unrealized
DFCF DIMENSIONAL CORE FIXED INCOME ETF 0.0%
Value ($000) $430 Shares 10,053 Est. Cost $41.74 Unrealized
DUOL DUOLINGO INC CL A COM 0.0%
Value ($000) $430 Shares 1,335 Est. Cost $334.45 Unrealized 0.0%
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $428 Shares 3,096 Est. Cost $117.49 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $428 Shares 4,275 Est. Cost $94.18 Unrealized +19.5%
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $426 Shares 23,133 Est. Cost $17.41 Unrealized
JSCP JPMORGAN SHORT DURATION CORE PLUS ETF 0.0%
Value ($000) $424 Shares 8,909 Est. Cost $47.61 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $423 Shares 5,437 Est. Cost $69.99 Unrealized +11.6%
PIMCO CORPORATE & INCOME OPPOR COM 0.0%
Value ($000) $422 Shares 29,200 Est. Cost $14.44 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $420 Shares 15,883 Est. Cost $12.99 Unrealized +82.7%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $417 Shares 2,192 Est. Cost $166.51 Unrealized +22.4%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $416 Shares 3,429 Est. Cost $134.70 Unrealized -4.0%
LIND LINDBLAD EXPEDITIONS HLDGS INC COM 0.0%
Value ($000) $415 Shares 32,419 Est. Cost $11.47 Unrealized +14.8%
VHT Vanguard Health Care Index ETF 0.0%
Value ($000) $408 Shares 1,573 Est. Cost $253.92 Unrealized
ISHARES IBONDS DEC 2025 TERM TREASURY ETF 0.0%
Value ($000) $402 Shares 17,219 Est. Cost $23.32 Unrealized
WSO WATSCO INC COM 0.0%
Value ($000) $402 Shares 995 Est. Cost $506.16 Unrealized -15.5%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $400 Shares 5,087 Est. Cost $73.28 Unrealized +8.0%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $398 Shares 5,797 Est. Cost $40.05 Unrealized +10.4%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $397 Shares 3,859 Est. Cost $99.54 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $395 Shares 3,007 Est. Cost $118.19 Unrealized
CWEN CLEARWAY ENERGY INC CL C 0.0%
Value ($000) $393 Shares 13,900 Est. Cost $25.85 Unrealized +14.5%
IEUR ISHARES CORE MSCI EUROPE ETF 0.0%
Value ($000) $392 Shares 5,750 Est. Cost $55.06 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $391 Shares 3,413 Est. Cost $99.42 Unrealized +7.7%
PRMB PRIMO BRANDS CORPORATION CLASS A COM SHS 0.0%
Value ($000) $390 Shares 17,650 Est. Cost $28.80 Unrealized -10.1%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $389 Shares 2,310 Est. Cost $156.24 Unrealized +13.8%
QTOC INNOVATOR GROWTH ACCELERATED PLUS ETF - OCTOBER 0.0%
Value ($000) $387 Shares 11,650 Est. Cost $29.28 Unrealized
BBIO BRIDGEBIO PHARMA INC COM 0.0%
Value ($000) $387 Shares 7,450 Est. Cost $25.84 Unrealized +88.7%
JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF 0.0%
Value ($000) $386 Shares 5,245 Est. Cost $70.97 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $385 Shares 1,171 Est. Cost $256.76 Unrealized +25.5%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $384 Shares 4,109 Est. Cost $90.94 Unrealized
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 0.0%
Value ($000) $379 Shares 8,225 Est. Cost $38.72 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $379 Shares 7,512 Est. Cost $39.58 Unrealized +16.5%
EATON VANCE MUNI INCOME TRUST SH BEN INT 0.0%
Value ($000) $374 Shares 33,751 Est. Cost $10.68 Unrealized
CNOB CONNECTONE BANCORP INC COM 0.0%
Value ($000) $372 Shares 15,000 Est. Cost $24.77 Unrealized -2.2%
HTB HOMETRUST BANCSHARES INC COM 0.0%
Value ($000) $371 Shares 9,074 Est. Cost $35.37 Unrealized +13.2%
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 0.0%
Value ($000) $367 Shares 8,020 Est. Cost $39.11 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $365 Shares 865 Est. Cost $343.44 Unrealized +10.8%
VFMF VANGUARD U.S. MULTIFACTOR ETF 0.0%
Value ($000) $361 Shares 2,500 Est. Cost $130.58 Unrealized
UVSP UNIVEST FINANCIAL CORPORATION COM 0.0%
Value ($000) $360 Shares 11,988 Est. Cost $29.72 Unrealized +3.3%
KIE STATE STREET SPDR S&P INSURANCE ETF 0.0%
Value ($000) $358 Shares 6,043 Est. Cost $56.52 Unrealized
IBTM ISHARES IBONDS DEC 2032 TERM TREASURY ETF 0.0%
Value ($000) $358 Shares 15,497 Est. Cost $22.28 Unrealized
BUFQ FT VEST LADDERED NASDAQ BUFFER ETF 0.0%
Value ($000) $358 Shares 10,284 Est. Cost $31.43 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $358 Shares 3,934 Est. Cost $62.40 Unrealized +41.0%
EFIV STATE STREET SPDR S&P 500 ESG ETF 0.0%
Value ($000) $357 Shares 5,608 Est. Cost $53.50 Unrealized
IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF 0.0%
Value ($000) $354 Shares 13,829 Est. Cost $24.60 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $354 Shares 3,285 Est. Cost $90.48 Unrealized +11.1%
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT 0.0%
Value ($000) $354 Shares 28,190 Est. Cost $11.92 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $354 Shares 3,537 Est. Cost $150.56 Unrealized -30.2%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $341 Shares 7,296 Est. Cost $45.22 Unrealized
COR CENCORA INC COM 0.0%
Value ($000) $338 Shares 1,083 Est. Cost $246.12 Unrealized +19.2%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $338 Shares 976 Est. Cost $364.38 Unrealized -3.6%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $330 Shares 3,998 Est. Cost $96.08 Unrealized -14.7%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $329 Shares 4,051 Est. Cost $78.71 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $329 Shares 14,222 Est. Cost $22.98 Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $327 Shares 1,938 Est. Cost $94.57 Unrealized +44.7%
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $326 Shares 5,200 Est. Cost $48.88 Unrealized +25.8%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $326 Shares 12,376 Est. Cost $23.39 Unrealized
SMMD ISHARES RUSSELL 2500 ETF 0.0%
Value ($000) $324 Shares 4,390 Est. Cost $68.00 Unrealized
BIZD VANECK BDC INCOME ETF 0.0%
Value ($000) $322 Shares 21,578 Est. Cost $16.63 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $322 Shares 1,720 Est. Cost $172.90 Unrealized +3.9%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $320 Shares 11,455 Est. Cost $25.30 Unrealized
ALC ALCON AG ORD SHS 0.0%
Value ($000) $319 Shares 4,277 Est. Cost $83.45 Unrealized 0.0%
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.0%
Value ($000) $319 Shares 6,253 Est. Cost $48.42 Unrealized
NUVEEN NEW YORK AMT QLT MUNICP COM 0.0%
Value ($000) $318 Shares 31,149 Est. Cost $10.20 Unrealized
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.0%
Value ($000) $316 Shares 15,253 Est. Cost $20.65 Unrealized
WTAI WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND 0.0%
Value ($000) $315 Shares 11,034 Est. Cost $24.56 Unrealized
GMAR FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH 0.0%
Value ($000) $314 Shares 7,840 Est. Cost $37.46 Unrealized
BC BRUNSWICK CORP COM 0.0%
Value ($000) $314 Shares 4,970 Est. Cost $61.42 Unrealized 0.0%
IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 0.0%
Value ($000) $314 Shares 14,779 Est. Cost $20.40 Unrealized
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.0%
Value ($000) $312 Shares 13,528 Est. Cost $23.51 Unrealized
OXLC OXFORD LANE CAP CORP COM 0.0%
Value ($000) $309 Shares 18,263 Est. Cost $16.93 Unrealized
KBE STATE STREET SPDR S&P BANK ETF 0.0%
Value ($000) $309 Shares 5,194 Est. Cost $55.53 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $307 Shares 6,892 Est. Cost $42.92 Unrealized +0.3%
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 0.0%
Value ($000) $304 Shares 13,539 Est. Cost $20.59 Unrealized
XVV ISHARES ESG SELECT SCREENED S&P 500 ETF 0.0%
Value ($000) $303 Shares 5,878 Est. Cost $45.76 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $303 Shares 7,922 Est. Cost $37.13 Unrealized
TORTOISE ENERGY INFRA CORP COM 0.0%
Value ($000) $300 Shares 6,970 Est. Cost $42.14 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $299 Shares 3,430 Est. Cost $78.81 Unrealized
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $298 Shares 3,717 Est. Cost $65.91 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $297 Shares 4,980 Est. Cost $54.50 Unrealized
WESTERN ASSET MANAGED MUNS FD COM 0.0%
Value ($000) $297 Shares 28,721 Est. Cost $10.20 Unrealized
JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $295 Shares 6,450 Est. Cost $44.18 Unrealized
FLAHERTY & CRUMRINE DYNAMIC PF SHS 0.0%
Value ($000) $294 Shares 13,570 Est. Cost $19.94 Unrealized
RPM RPM INTL INC COM 0.0%
Value ($000) $294 Shares 2,490 Est. Cost $125.93 Unrealized -4.7%
GBDC GOLUB CAP BDC INC COM 0.0%
Value ($000) $293 Shares 21,422 Est. Cost $13.43 Unrealized +4.3%
MNTN MNTN INC CL A 0.0%
Value ($000) $292 Shares 15,745 Est. Cost $22.74 Unrealized 0.0%
XIDE FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF - DECEMBER 0.0%
Value ($000) $291 Shares 9,581 Est. Cost $30.34 Unrealized
PGEN PRECIGEN INC COM 0.0%
Value ($000) $288 Shares 87,593 Est. Cost $0.85 Unrealized +231.0%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $287 Shares 6,175 Est. Cost $50.97 Unrealized -5.8%
NUE NUCOR CORP COM 0.0%
Value ($000) $285 Shares 2,106 Est. Cost $140.87 Unrealized -0.3%
DCRE DOUBLELINE COMMERCIAL REAL ESTATE ETF 0.0%
Value ($000) $282 Shares 5,415 Est. Cost $51.46 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $281 Shares 1,315 Est. Cost $213.65 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $280 Shares 2,015 Est. Cost $131.37 Unrealized +6.6%
QBUF INNOVATOR NASDAQ-100 10 BUFFER ETF QUARTERLY 0.0%
Value ($000) $278 Shares 9,702 Est. Cost $26.42 Unrealized
IQQQ PROSHARES NASDAQ-100 HIGH INCOME ETF 0.0%
Value ($000) $278 Shares 6,300 Est. Cost $44.05 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $276 Shares 2,673 Est. Cost $100.60 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $275 Shares 1,674 Est. Cost $164.54 Unrealized
TSPA T. ROWE PRICE U.S. EQUITY RESEARCH ETF 0.0%
Value ($000) $275 Shares 6,564 Est. Cost $38.89 Unrealized
NUVEEN MUN CR OPPORTUNITIES FD COM 0.0%
Value ($000) $274 Shares 25,200 Est. Cost $10.62 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $273 Shares 2,816 Est. Cost $93.06 Unrealized
SEMG SUNCOAST SELECT GROWTH ETF 0.0%
Value ($000) $272 Shares 10,125 Est. Cost $26.53 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $271 Shares 5,080 Est. Cost $78.11 Unrealized -28.7%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $267 Shares 3,951 Est. Cost $55.94 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $264 Shares 3,167 Est. Cost $79.29 Unrealized +4.3%
IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF 0.0%
Value ($000) $263 Shares 10,245 Est. Cost $25.47 Unrealized
TMV DIREXION DAILY 20 YEAR TREASURY BEAR 3X SHARES 0.0%
Value ($000) $262 Shares 7,476 Est. Cost $34.74 Unrealized
PNR PENTAIR PLC SHS 0.0%
Value ($000) $261 Shares 2,355 Est. Cost $101.24 Unrealized +5.2%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $260 Shares 2,123 Est. Cost $117.17 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $260 Shares 1,833 Est. Cost $123.30 Unrealized +4.8%
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 0.0%
Value ($000) $260 Shares 1,719 Est. Cost $151.08 Unrealized
NU NU HLDGS LTD ORD SHS CL A 0.0%
Value ($000) $259 Shares 16,176 Est. Cost $13.33 Unrealized +4.7%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $258 Shares 5,522 Est. Cost $38.83 Unrealized
FRME FIRST MERCHANTS CORP COM 0.0%
Value ($000) $258 Shares 6,849 Est. Cost $38.77 Unrealized +1.3%
BUFR FT VEST LADDERED BUFFER ETF 0.0%
Value ($000) $258 Shares 7,708 Est. Cost $33.42 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $257 Shares 4,640 Est. Cost $84.65 Unrealized
ATR APTARGROUP INC COM 0.0%
Value ($000) $257 Shares 1,925 Est. Cost $149.33 Unrealized -4.0%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $257 Shares 8,049 Est. Cost $29.68 Unrealized +9.3%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $256 Shares 801 Est. Cost $288.28 Unrealized
LOAN MANHATTAN BRDG CAP INC COM 0.0%
Value ($000) $256 Shares 255,541 Est. Cost $1.00 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $255 Shares 5,900 Est. Cost $42.61 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $253 Shares 5,857 Est. Cost $34.68 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $251 Shares 590 Est. Cost $347.91 Unrealized +11.1%
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF 0.0%
Value ($000) $249 Shares 2,528 Est. Cost $96.89 Unrealized
BILS STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.0%
Value ($000) $249 Shares 2,500 Est. Cost $99.49 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $249 Shares 6,688 Est. Cost $32.60 Unrealized +8.7%
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 0.0%
Value ($000) $248 Shares 8,387 Est. Cost $24.67 Unrealized
MTG MGIC INVT CORP WIS COM 0.0%
Value ($000) $248 Shares 8,750 Est. Cost $24.98 Unrealized +9.1%
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.0%
Value ($000) $247 Shares 5,000 Est. Cost $43.80 Unrealized
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $246 Shares 1,385 Est. Cost $139.95 Unrealized +18.0%
RIO RIO TINTO PLC (US ADR) 0.0%
Value ($000) $245 Shares 3,715 Est. Cost $58.81 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $245 Shares 1,437 Est. Cost $131.54 Unrealized +12.4%
HBNC HORIZON BANCORP INC COM 0.0%
Value ($000) $244 Shares 15,256 Est. Cost $16.77 Unrealized -4.5%
SDVD FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF 0.0%
Value ($000) $243 Shares 11,220 Est. Cost $21.51 Unrealized
IHE ISHARES U.S. PHARMACEUTICALS ETF 0.0%
Value ($000) $241 Shares 3,327 Est. Cost $65.72 Unrealized
RITM RITHM CAPITAL CORP COM NEW 0.0%
Value ($000) $240 Shares 21,100 Est. Cost $10.83 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $239 Shares 683 Est. Cost $276.08 Unrealized +24.4%
AEG AEGON LTD AMER REG 1 CERT 0.0%
Value ($000) $238 Shares 29,844 Est. Cost $5.89 Unrealized
NJAN INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY 0.0%
Value ($000) $238 Shares 4,470 Est. Cost $53.19 Unrealized
SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $235 Shares 5,333 Est. Cost $43.24 Unrealized
WPC WP CAREY INC COM 0.0%
Value ($000) $233 Shares 3,452 Est. Cost $64.79 Unrealized
IBMQ ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF 0.0%
Value ($000) $233 Shares 9,086 Est. Cost $25.24 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $233 Shares 859 Est. Cost $238.70 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $232 Shares 1,081 Est. Cost $189.83 Unrealized +5.5%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $231 Shares 9,934 Est. Cost $22.10 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $230 Shares 3,237 Est. Cost $59.90 Unrealized +7.2%
FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $229 Shares 7,430 Est. Cost $30.82 Unrealized
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value ($000) $228 Shares 2,060 Est. Cost $104.57 Unrealized
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.0%
Value ($000) $228 Shares 2,937 Est. Cost $74.78 Unrealized
COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF 0.0%
Value ($000) $227 Shares 6,244 Est. Cost $36.30 Unrealized
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value ($000) $226 Shares 18,308 Est. Cost $12.71 Unrealized
DGRS WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $225 Shares 4,495 Est. Cost $46.50 Unrealized
BLACKROCK FLOATING RATE INC TR COM 0.0%
Value ($000) $224 Shares 18,458 Est. Cost $12.71 Unrealized
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.0%
Value ($000) $224 Shares 2,250 Est. Cost $91.10 Unrealized
TCW STRATEGIC INCOME FD INC COM 0.0%
Value ($000) $223 Shares 45,294 Est. Cost $4.81 Unrealized
GBIL ACCESS TREASURY 0-1 YEAR ETF 0.0%
Value ($000) $223 Shares 2,223 Est. Cost $99.93 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $222 Shares 560 Est. Cost $375.07 Unrealized
XSW STATE STREET SPDR S&P SOFTWARE & SERVICES ETF 0.0%
Value ($000) $222 Shares 1,122 Est. Cost $197.76 Unrealized
IBMR ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF 0.0%
Value ($000) $222 Shares 8,686 Est. Cost $25.08 Unrealized
REAVES UTIL INCOME FD COM SH BEN INT 0.0%
Value ($000) $220 Shares 5,558 Est. Cost $36.18 Unrealized
JPME JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF 0.0%
Value ($000) $220 Shares 2,028 Est. Cost $108.44 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $220 Shares 2,330 Est. Cost $68.87 Unrealized +55.4%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $220 Shares 3,266 Est. Cost $53.01 Unrealized +17.8%
NLR VANECK URANIUM AND NUCLEAR ETF 0.0%
Value ($000) $220 Shares 1,619 Est. Cost $135.65 Unrealized
DIVP CULLEN ENHANCED EQUITY INCOME ETF 0.0%
Value ($000) $220 Shares 8,711 Est. Cost $25.21 Unrealized
SOURCE CAPITAL COM SHS OF BEN I 0.0%
Value ($000) $218 Shares 4,836 Est. Cost $45.02 Unrealized
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $216 Shares 750 Est. Cost $220.44 Unrealized +20.0%
RSPS INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF 0.0%
Value ($000) $215 Shares 7,367 Est. Cost $29.97 Unrealized
DHI D R HORTON INC COM 0.0%
Value ($000) $214 Shares 1,261 Est. Cost $123.73 Unrealized +26.6%
AVNS AVANOS MED INC COM 0.0%
Value ($000) $214 Shares 18,475 Est. Cost $15.04 Unrealized -22.2%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.0%
Value ($000) $213 Shares 3,333 Est. Cost $63.83 Unrealized
SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $212 Shares 8,278 Est. Cost $25.25 Unrealized
GLOW VICTORYSHARES WESTEND GLOBAL EQUITY ETF 0.0%
Value ($000) $211 Shares 6,990 Est. Cost $30.15 Unrealized
NUVEEN MUN VALUE FD INC COM 0.0%
Value ($000) $211 Shares 23,465 Est. Cost $8.59 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $211 Shares 2,612 Est. Cost $64.89 Unrealized +9.9%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $210 Shares 2,796 Est. Cost $84.03 Unrealized -11.3%
PFFD GLOBAL X U.S. PREFERRED ETF 0.0%
Value ($000) $209 Shares 10,770 Est. Cost $19.46 Unrealized
CLS CELESTICA INC COM 0.0%
Value ($000) $208 Shares 843 Est. Cost $201.61 Unrealized 0.0%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $206 Shares 2,810 Est. Cost $70.00 Unrealized
MSM MSC INDL DIRECT INC CL A 0.0%
Value ($000) $206 Shares 2,233 Est. Cost $82.42 Unrealized +8.2%
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $205 Shares 831 Est. Cost $247.12 Unrealized
DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND 0.0%
Value ($000) $205 Shares 2,444 Est. Cost $84.00 Unrealized
DFLV DIMENSIONAL US LARGE CAP VALUE ETF 0.0%
Value ($000) $203 Shares 6,185 Est. Cost $30.03 Unrealized
FISI FINANCIAL INSTNS INC COM 0.0%
Value ($000) $203 Shares 7,450 Est. Cost $26.18 Unrealized 0.0%
UTES VIRTUS REAVES UTILITIES ETF 0.0%
Value ($000) $202 Shares 2,420 Est. Cost $83.44 Unrealized
MMIN NYLI MACKAY MUNI INSURED ETF 0.0%
Value ($000) $202 Shares 8,476 Est. Cost $23.81 Unrealized
NZAC SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF 0.0%
Value ($000) $201 Shares 4,732 Est. Cost $42.39 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $200 Shares 1,120 Est. Cost $147.47 Unrealized +10.8%
FLAHERTY & CRUMRINE PFD SECS I COM 0.0%
Value ($000) $199 Shares 11,773 Est. Cost $15.53 Unrealized
BLACKROCK CORE BD TR SHS BEN INT 0.0%
Value ($000) $198 Shares 19,937 Est. Cost $9.73 Unrealized
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $197 Shares 4,700 Est. Cost $41.96 Unrealized
FRST PRIMIS FINANCIAL CORP COM 0.0%
Value ($000) $196 Shares 18,650 Est. Cost $11.43 Unrealized -4.4%
EQT EQT CORP COM 0.0%
Value ($000) $195 Shares 3,586 Est. Cost $43.34 Unrealized +21.4%
ZS ZSCALER INC COM 0.0%
Value ($000) $192 Shares 640 Est. Cost $249.30 Unrealized +14.4%
BIIB BIOGEN INC COM 0.0%
Value ($000) $190 Shares 1,355 Est. Cost $135.17 Unrealized 0.0%
NUVEEN NEW JERSEY QULT MUN FD COM 0.0%
Value ($000) $190 Shares 15,276 Est. Cost $12.06 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $189 Shares 2,247 Est. Cost $62.28 Unrealized +18.0%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $188 Shares 295 Est. Cost $478.19 Unrealized +26.9%
FTNT FORTINET INC COM 0.0%
Value ($000) $186 Shares 2,215 Est. Cost $92.51 Unrealized -3.5%
XYZ BLOCK INC CL A 0.0%
Value ($000) $186 Shares 2,576 Est. Cost $74.85 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $185 Shares 1,882 Est. Cost $106.02 Unrealized -7.0%
FCNCA FIRST CTZNS BANCSHARES INC DEL CL A 0.0%
Value ($000) $184 Shares 103 Est. Cost $2085.37 Unrealized -5.6%
FAST FASTENAL CO COM 0.0%
Value ($000) $184 Shares 3,755 Est. Cost $39.98 Unrealized +17.4%
HPQ HP INC COM 0.0%
Value ($000) $184 Shares 6,741 Est. Cost $34.20 Unrealized -23.6%
BLACKROCK CAP ALLOCATION TERM COM 0.0%
Value ($000) $182 Shares 12,299 Est. Cost $15.15 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $181 Shares 897 Est. Cost $153.06 Unrealized +8.0%
NDSN NORDSON CORP COM 0.0%
Value ($000) $180 Shares 791 Est. Cost $242.59 Unrealized -9.7%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $178 Shares 1,575 Est. Cost $99.18 Unrealized +4.0%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $178 Shares 18,188 Est. Cost $9.21 Unrealized
FLAHERTY & CRUMRINE PFD INCOME COM 0.0%
Value ($000) $176 Shares 14,635 Est. Cost $11.24 Unrealized
CTAS CINTAS CORP COM 0.0%
Value ($000) $175 Shares 851 Est. Cost $205.84 Unrealized +3.4%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.0%
Value ($000) $172 Shares 12,832 Est. Cost $13.43 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $171 Shares 1,270 Est. Cost $198.97 Unrealized -20.8%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $169 Shares 1,122 Est. Cost $104.78 Unrealized +27.2%
BROOKFIELD REAL ASSETS INCOME SHS BEN INT 0.0%
Value ($000) $169 Shares 12,655 Est. Cost $13.32 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $167 Shares 351 Est. Cost $473.03 Unrealized +6.3%
BBDC BARINGS BDC INC COM 0.0%
Value ($000) $165 Shares 18,889 Est. Cost $8.37 Unrealized +6.7%
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value ($000) $164 Shares 25,925 Est. Cost $6.93 Unrealized
BLACKROCK MUN INCOME TR SH BEN INT 0.0%
Value ($000) $161 Shares 16,000 Est. Cost $9.63 Unrealized
NUVEEN QUALITY MUNCP INCOME FD COM 0.0%
Value ($000) $157 Shares 13,450 Est. Cost $11.29 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $157 Shares 2,570 Est. Cost $55.55 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $157 Shares 829 Est. Cost $138.27 Unrealized +25.4%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $156 Shares 2,750 Est. Cost $55.43 Unrealized +5.6%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $156 Shares 975 Est. Cost $170.17 Unrealized +4.8%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $155 Shares 649 Est. Cost $224.68 Unrealized +10.0%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $154 Shares 221 Est. Cost $641.84 Unrealized +8.9%
SGU STAR GROUP L P UNIT LTD PARTNR 0.0%
Value ($000) $147 Shares 12,450 Est. Cost $11.77 Unrealized -0.7%
FRSH FRESHWORKS INC CLASS A COM 0.0%
Value ($000) $146 Shares 12,425 Est. Cost $14.21 Unrealized -5.2%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $145 Shares 587 Est. Cost $231.96 Unrealized -0.1%
MCK MCKESSON CORP COM 0.0%
Value ($000) $144 Shares 186 Est. Cost $616.70 Unrealized +14.0%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $143 Shares 461 Est. Cost $288.06 Unrealized +4.2%
VST VISTRA CORP COM 0.0%
Value ($000) $141 Shares 720 Est. Cost $147.45 Unrealized +34.1%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $140 Shares 711 Est. Cost $153.62 Unrealized +18.5%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $137 Shares 580 Est. Cost $169.71 Unrealized 0.0%
SW SMURFIT WESTROCK PLC SHS 0.0%
Value ($000) $134 Shares 3,154 Est. Cost $48.64 Unrealized -7.4%
BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF 0.0%
Value ($000) $133 Shares 1,103 Est. Cost $120.66 Unrealized
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $132 Shares 458 Est. Cost $315.96 Unrealized -10.9%
JMUB JPMORGAN MUNICIPAL ETF 0.0%
Value ($000) $130 Shares 2,584 Est. Cost $50.15 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $130 Shares 487 Est. Cost $246.21 Unrealized
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $129 Shares 603 Est. Cost $204.15 Unrealized 0.0%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $128 Shares 1,466 Est. Cost $104.15 Unrealized -10.5%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $128 Shares 1,343 Est. Cost $127.15 Unrealized
NUVEEN VIRGINIA QLTY MUNCPL FD COM 0.0%
Value ($000) $128 Shares 11,004 Est. Cost $11.60 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $125 Shares 160 Est. Cost $863.76 Unrealized -10.4%
PRTA PROTHENA CORP PLC SHS 0.0%
Value ($000) $122 Shares 12,500 Est. Cost $15.77 Unrealized -51.3%
NUVEEN CR STRATEGIES INCOME FD COM SHS 0.0%
Value ($000) $121 Shares 22,965 Est. Cost $5.39 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $118 Shares 1,752 Est. Cost $57.90 Unrealized +19.3%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $118 Shares 264 Est. Cost $520.92 Unrealized -7.9%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $115 Shares 458 Est. Cost $276.10 Unrealized -0.9%
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 0.0%
Value ($000) $115 Shares 3,166 Est. Cost $31.60 Unrealized
JBND JPMORGAN ACTIVE BOND ETF 0.0%
Value ($000) $115 Shares 2,121 Est. Cost $53.63 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $115 Shares 602 Est. Cost $152.61 Unrealized +15.7%
EOG EOG RES INC COM 0.0%
Value ($000) $115 Shares 1,023 Est. Cost $123.33 Unrealized -4.4%
MTB M & T BK CORP COM 0.0%
Value ($000) $113 Shares 571 Est. Cost $191.69 Unrealized +1.1%
FTRE FORTREA HLDGS INC COMMON STOCK 0.0%
Value ($000) $112 Shares 13,355 Est. Cost $19.49 Unrealized -60.7%
SRE SEMPRA COM 0.0%
Value ($000) $105 Shares 1,167 Est. Cost $79.39 Unrealized +0.5%
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value ($000) $103 Shares 103,431 Est. Cost $1.00 Unrealized
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $103 Shares 9,499 Est. Cost $8.87 Unrealized
MFS INTER INCOME TR SH BEN INT 0.0%
Value ($000) $96 Shares 35,800 Est. Cost $2.66 Unrealized
NEUBERGER BERMAN ENERGY INFRA COM 0.0%
Value ($000) $96 Shares 10,959 Est. Cost $8.83 Unrealized
TRU TRANSUNION COM 0.0%
Value ($000) $95 Shares 1,130 Est. Cost $100.69 Unrealized -10.0%
SNA SNAP ON INC COM 0.0%
Value ($000) $94 Shares 271 Est. Cost $327.38 Unrealized -1.1%
VVPR VIVOPOWER INTERNATIONAL PLC SHS NEW 0.0%
Value ($000) $90 Shares 20,000 Est. Cost $5.16 Unrealized 0.0%
NG NOVAGOLD RES INC COM NEW 0.0%
Value ($000) $88 Shares 10,000 Est. Cost $3.22 Unrealized +90.1%
NUVEEN FLOATING RATE INCOME FD COM 0.0%
Value ($000) $85 Shares 10,432 Est. Cost $8.92 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $84 Shares 949 Est. Cost $74.81 Unrealized +15.7%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $82 Shares 146 Est. Cost $821.64 Unrealized -31.3%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $81 Shares 475 Est. Cost $141.89 Unrealized +12.8%
CDW CDW CORP COM 0.0%
Value ($000) $79 Shares 499 Est. Cost $190.95 Unrealized -11.6%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $78 Shares 123 Est. Cost $594.66 Unrealized 0.0%
BOXLIGHT CORP COM CL A 0.0%
Value ($000) $72 Shares 30,000 Est. Cost $2.41 Unrealized
NGD NEW GOLD INC CDA COM 0.0%
Value ($000) $72 Shares 10,000 Est. Cost $2.96 Unrealized +82.6%
STE STERIS PLC SHS USD 0.0%
Value ($000) $70 Shares 282 Est. Cost $219.96 Unrealized +8.6%
Voya Emerging Markets High Dividend Equity Fund 0.0%
Value ($000) $69 Shares 11,000 Est. Cost $5.01 Unrealized
NB NIOCORP DEVS LTD COM NEW 0.0%
Value ($000) $67 Shares 10,000 Est. Cost $4.22 Unrealized 0.0%
LEN LENNAR CORP CL A 0.0%
Value ($000) $63 Shares 499 Est. Cost $109.72 Unrealized +12.6%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $63 Shares 437 Est. Cost $167.24 Unrealized -15.8%
ALLSPRING GLOBAL DIVIDEND OPPO COM 0.0%
Value ($000) $57 Shares 10,000 Est. Cost $4.97 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $55 Shares 275 Est. Cost $192.50 Unrealized +2.3%
MSCI MSCI INC COM 0.0%
Value ($000) $52 Shares 92 Est. Cost $591.72 Unrealized -4.9%
HLN Haleon PLC ADR 0.0%
Value ($000) $50 Shares 5,618 Est. Cost $9.68 Unrealized
BBIN JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $50 Shares 716 Est. Cost $70.13 Unrealized
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $47 Shares 109 Est. Cost $428.97 Unrealized +5.1%
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value ($000) $46 Shares 809 Est. Cost $56.68 Unrealized +3.5%
NAK NORTHERN DYNASTY MINERALS LTD COM NEW 0.0%
Value ($000) $43 Shares 36,000 Est. Cost $0.64 Unrealized +68.0%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $43 Shares 768 Est. Cost $55.78 Unrealized
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $41 Shares 1,278 Est. Cost $32.47 Unrealized -3.5%
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.0%
Value ($000) $40 Shares 1,017 Est. Cost $38.43 Unrealized
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $39 Shares 260 Est. Cost $175.97 Unrealized -6.2%
AMCOR PLC ORD 0.0%
Value ($000) $39 Shares 4,725 Est. Cost $8.97 Unrealized 0.0%
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $38 Shares 403 Est. Cost $108.52 Unrealized -10.5%
OMEX ODYSSEY MARINE EXPL INC COM NEW 0.0%
Value ($000) $37 Shares 19,000 Est. Cost $0.51 Unrealized +218.1%
AOS SMITH A O CORP COM 0.0%
Value ($000) $37 Shares 504 Est. Cost $70.87 Unrealized 0.0%
DEFT DEFI TECHNOLOGIES INC COM 0.0%
Value ($000) $37 Shares 17,415 Est. Cost $2.98 Unrealized -13.1%
INMB INMUNE BIO INC COM 0.0%
Value ($000) $29 Shares 13,917 Est. Cost $2.29 Unrealized 0.0%
ROST ROSS STORES INC COM 0.0%
Value ($000) $28 Shares 185 Est. Cost $143.79 Unrealized -1.1%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $25 Shares 974 Est. Cost $32.57 Unrealized -5.4%
VGZ VISTA GOLD CORP COM NEW 0.0%
Value ($000) $24 Shares 11,200 Est. Cost $0.66 Unrealized +95.8%
NFE NEW FORTRESS ENERGY INC COM CL A 0.0%
Value ($000) $20 Shares 9,000 Est. Cost $2.85 Unrealized 0.0%
BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 0.0%
Value ($000) $19 Shares 550 Est. Cost $34.16 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $18 Shares 346 Est. Cost $47.33 Unrealized
ENSG ENSIGN GROUP INC COM 0.0%
Value ($000) $18 Shares 104 Est. Cost $144.76 Unrealized +10.1%
JAVA JPMORGAN ACTIVE VALUE ETF 0.0%
Value ($000) $16 Shares 236 Est. Cost $63.56 Unrealized
MIRA MIRA PHARMACEUTICALS INC COM 0.0%
Value ($000) $14 Shares 10,000 Est. Cost $1.31 Unrealized +11.1%
TRGP TARGA RES CORP COM 0.0%
Value ($000) $10 Shares 62 Est. Cost $175.16 Unrealized -5.7%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $9 Shares 52 Est. Cost $181.83 Unrealized +0.0%
RS RELIANCE INC COM 0.0%
Value ($000) $8 Shares 30 Est. Cost $300.03 Unrealized 0.0%
EHC ENCOMPASS HEALTH CORP COM 0.0%
Value ($000) $8 Shares 66 Est. Cost $113.68 Unrealized +4.4%
KNTK KINETIK HOLDINGS INC COM NEW CL A 0.0%
Value ($000) $7 Shares 156 Est. Cost $54.06 Unrealized -21.8%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $6 Shares 75 Est. Cost $68.66 Unrealized +2.0%
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value ($000) $4 Shares 41 Est. Cost $104.50 Unrealized
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.0%
Value ($000) $3 Shares 59 Est. Cost $51.43 Unrealized
JCPB JPMORGAN CORE PLUS BOND ETF 0.0%
Value ($000) $3 Shares 57 Est. Cost $47.54 Unrealized
PCAR PACCAR INC COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $90.46 Unrealized +7.1%
COHEN & STEERS INFRASTRUCTURE RT EXP 101625 0.0%
Value ($000) $1 Shares 18,342 Est. Cost $0.08 Unrealized
JGLO JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $67.76 Unrealized
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $547.47 Unrealized 0.0%
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 0.0%
Value ($000) $1 Shares 27 Est. Cost $35.58 Unrealized
ZOMDF ZOMEDICA CORP COM 0.0%
Value ($000) $1 Shares 11,300 Est. Cost $0.13 Unrealized -57.8%
NXST NEXSTAR MEDIA GROUP INC COMMON STOCK 0.0%
Value ($000) $0 Shares 2 Est. Cost $191.37 Unrealized 0.0%
CLEARBRIDGE ENERGY MIDSTRM OPP RT EXP 101025 0.0%
Value ($000) $0 Shares 12,237 Est. Cost $0.02 Unrealized