TD Capital Management LLC Diversified Active

CIK: 0001483824 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 14, 2022

Total Value ($000): $886,212 (100.0% shares, 0.0% debt)

Holdings (381)

ITOT ISHARES TR 21.0%
Value ($000) $185,872 Shares 1,737,448 Est. Cost $64.04 Unrealized
BSV VANGUARD BD INDEX FDS 10.5%
Value ($000) $92,922 Shares 1,149,592 Est. Cost $80.59 Unrealized
MINT PIMCO ETF TR 5.5%
Value ($000) $48,507 Shares 477,616 Est. Cost $101.42 Unrealized
AGG ISHARES TR 5.4%
Value ($000) $48,071 Shares 421,376 Est. Cost $113.16 Unrealized
VTI VANGUARD INDEX FDS 4.8%
Value ($000) $42,738 Shares 177,011 Est. Cost $159.04 Unrealized
IVV ISHARES TR 4.7%
Value ($000) $41,656 Shares 87,331 Est. Cost $216.09 Unrealized
QUAL ISHARES TR 4.2%
Value ($000) $37,599 Shares 258,306 Est. Cost $78.59 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 4.1%
Value ($000) $36,358 Shares 211,693 Est. Cost $88.52 Unrealized
VUG VANGUARD INDEX FDS 3.1%
Value ($000) $27,788 Shares 86,595 Est. Cost $78.58 Unrealized
IXUS ISHARES TR 2.9%
Value ($000) $26,047 Shares 367,171 Est. Cost $55.58 Unrealized
BND VANGUARD BD INDEX FDS 2.7%
Value ($000) $24,271 Shares 286,379 Est. Cost $85.26 Unrealized
VTV VANGUARD INDEX FDS 2.5%
Value ($000) $21,890 Shares 148,798 Est. Cost $75.44 Unrealized
SUB ISHARES TR 2.4%
Value ($000) $21,320 Shares 198,568 Est. Cost $107.06 Unrealized
VV VANGUARD INDEX FDS 2.3%
Value ($000) $19,946 Shares 90,247 Est. Cost $84.93 Unrealized
USMV ISHARES TR 2.2%
Value ($000) $19,192 Shares 237,228 Est. Cost $41.61 Unrealized
MUB ISHARES TR 1.8%
Value ($000) $15,855 Shares 136,350 Est. Cost $113.92 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 1.6%
Value ($000) $14,477 Shares 289,601 Est. Cost $51.11 Unrealized
JMST J P MORGAN EXCHANGE-TRADED F 1.4%
Value ($000) $12,636 Shares 247,471 Est. Cost $50.87 Unrealized
AZO AUTOZONE INC 1.4%
Value ($000) $12,318 Shares 5,876 Est. Cost $599.03 Unrealized +210.8%
VXUS VANGUARD STAR FDS 1.4%
Value ($000) $11,969 Shares 188,282 Est. Cost $45.46 Unrealized
VUSB VANGUARD BD INDEX FDS 1.2%
Value ($000) $10,812 Shares 216,458 Est. Cost $50.03 Unrealized
VB VANGUARD INDEX FDS 1.1%
Value ($000) $10,042 Shares 44,432 Est. Cost $95.17 Unrealized
VO VANGUARD INDEX FDS 1.0%
Value ($000) $8,944 Shares 35,105 Est. Cost $96.08 Unrealized
ACWI ISHARES TR 1.0%
Value ($000) $8,564 Shares 80,957 Est. Cost $50.12 Unrealized
VXF VANGUARD INDEX FDS 0.9%
Value ($000) $8,257 Shares 45,153 Est. Cost $77.04 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $6,988 Shares 82,651 Est. Cost $54.93 Unrealized
ISTB ISHARES TR 0.6%
Value ($000) $5,298 Shares 105,049 Est. Cost $51.09 Unrealized
SMMU PIMCO ETF TR 0.5%
Value ($000) $4,526 Shares 88,342 Est. Cost $51.23 Unrealized
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $4,228 Shares 9,684 Est. Cost $253.89 Unrealized
AAPL APPLE INC 0.4%
Value ($000) $3,745 Shares 21,089 Est. Cost $86.82 Unrealized +78.2%
FIXD FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $2,897 Shares 54,441 Est. Cost $53.52 Unrealized
LDUR PIMCO ETF TR 0.3%
Value ($000) $2,826 Shares 28,095 Est. Cost $101.03 Unrealized
GSST GOLDMAN SACHS ETF TR 0.3%
Value ($000) $2,779 Shares 55,069 Est. Cost $50.75 Unrealized
DGRO ISHARES TR 0.3%
Value ($000) $2,682 Shares 48,260 Est. Cost $33.28 Unrealized
TSCO TRACTOR SUPPLY CO 0.3%
Value ($000) $2,649 Shares 11,101 Est. Cost $13.42 Unrealized +203.4%
MSFT MICROSOFT CORP 0.3%
Value ($000) $2,329 Shares 6,926 Est. Cost $43.09 Unrealized +627.4%
DGRW WISDOMTREE TR 0.2%
Value ($000) $1,832 Shares 27,821 Est. Cost $44.91 Unrealized
STIP ISHARES TR 0.1%
Value ($000) $1,297 Shares 12,253 Est. Cost $105.32 Unrealized
MEAR ISHARES U S ETF TR 0.1%
Value ($000) $1,211 Shares 24,160 Est. Cost $49.89 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $1,102 Shares 21,834 Est. Cost $50.72 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $916 Shares 15,324 Est. Cost $59.98 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $899 Shares 3,475 Est. Cost $124.22 Unrealized +77.0%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $836 Shares 16,893 Est. Cost $41.73 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.1%
Value ($000) $825 Shares 16,154 Est. Cost $38.72 Unrealized
WMT WALMART INC 0.1%
Value ($000) $771 Shares 5,330 Est. Cost $34.16 Unrealized +32.3%
IEMG ISHARES INC 0.1%
Value ($000) $725 Shares 12,111 Est. Cost $45.70 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $724 Shares 4,430 Est. Cost $156.42 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.1%
Value ($000) $722 Shares 7,592 Est. Cost $42.85 Unrealized
WDFC WD 40 CO 0.1%
Value ($000) $681 Shares 2,784 Est. Cost $44.73 Unrealized +385.0%
BOND PIMCO ETF TR 0.1%
Value ($000) $645 Shares 5,891 Est. Cost $109.49 Unrealized
RWR SPDR SER TR 0.1%
Value ($000) $636 Shares 5,203 Est. Cost $71.27 Unrealized
DNL WISDOMTREE TR 0.1%
Value ($000) $568 Shares 13,047 Est. Cost $50.60 Unrealized
VLUE ISHARES TR 0.1%
Value ($000) $554 Shares 5,059 Est. Cost $60.78 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $491 Shares 465 Est. Cost $98.67 Unrealized +239.9%
IJR ISHARES TR 0.1%
Value ($000) $476 Shares 4,158 Est. Cost $93.53 Unrealized
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $473 Shares 10,066 Est. Cost $32.66 Unrealized +25.6%
NFLX NETFLIX INC 0.1%
Value ($000) $469 Shares 778 Est. Cost $16.10 Unrealized +296.8%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $462 Shares 973 Est. Cost $378.24 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $452 Shares 8,562 Est. Cost $38.12 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $425 Shares 3,850 Est. Cost $61.92 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $415 Shares 10,524 Est. Cost $37.07 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $395 Shares 7,186 Est. Cost $54.83 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $385 Shares 11,272 Est. Cost $26.96 Unrealized +0.0%
NEVRO CORP 0.0%
Value ($000) $377 Shares 4,648 Est. Cost $81.11 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $375 Shares 2,156 Est. Cost $63.56 Unrealized +125.7%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $350 Shares 5,710 Est. Cost $46.11 Unrealized
MUNI PIMCO ETF TR 0.0%
Value ($000) $338 Shares 6,013 Est. Cost $56.44 Unrealized
QQQJ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $330 Shares 9,823 Est. Cost $33.28 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $330 Shares 4,416 Est. Cost $69.88 Unrealized
DRUP GRANITESHARES ETF TR 0.0%
Value ($000) $326 Shares 7,196 Est. Cost $36.95 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $306 Shares 1,682 Est. Cost $158.42 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $301 Shares 5,930 Est. Cost $50.71 Unrealized
XLSR SSGA ACTIVE TR 0.0%
Value ($000) $292 Shares 6,221 Est. Cost $38.95 Unrealized
GVIP GOLDMAN SACHS ETF TR 0.0%
Value ($000) $285 Shares 2,795 Est. Cost $95.19 Unrealized
MOAT VANECK ETF TRUST 0.0%
Value ($000) $271 Shares 3,559 Est. Cost $73.93 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $270 Shares 918 Est. Cost $17.56 Unrealized +56.3%
AMZN AMAZON COM INC 0.0%
Value ($000) $263 Shares 79 Est. Cost $109.04 Unrealized +57.0%
TIP ISHARES TR 0.0%
Value ($000) $260 Shares 2,010 Est. Cost $125.80 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $259 Shares 4,810 Est. Cost $54.13 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $246 Shares 932 Est. Cost $133.93 Unrealized
GINN GOLDMAN SACHS ETF TR 0.0%
Value ($000) $241 Shares 3,975 Est. Cost $58.30 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $238 Shares 3,027 Est. Cost $48.57 Unrealized +41.6%
LOW LOWES COS INC 0.0%
Value ($000) $233 Shares 900 Est. Cost $37.94 Unrealized +479.3%
META META PLATFORMS INC 0.0%
Value ($000) $225 Shares 670 Est. Cost $164.61 Unrealized +100.3%
NTSX WISDOMTREE TR 0.0%
Value ($000) $222 Shares 5,008 Est. Cost $42.32 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $219 Shares 717 Est. Cost $72.55 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $214 Shares 2,790 Est. Cost $38.90 Unrealized +79.7%
ESGU ISHARES TR 0.0%
Value ($000) $213 Shares 1,974 Est. Cost $98.58 Unrealized
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $197 Shares 3,105 Est. Cost $53.78 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $190 Shares 478 Est. Cost $318.66 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $189 Shares 1,191 Est. Cost $63.80 Unrealized +131.7%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $178 Shares 2,848 Est. Cost $34.23 Unrealized +43.8%
DANIMER SCIENTIFIC INC 0.0%
Value ($000) $172 Shares 20,200 Est. Cost $25.13 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $167 Shares 590 Est. Cost $189.95 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $163 Shares 1,746 Est. Cost $52.97 Unrealized +46.0%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $161 Shares 985 Est. Cost $66.28 Unrealized +102.4%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $161 Shares 3,289 Est. Cost $38.61 Unrealized 0.0%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $157 Shares 876 Est. Cost $105.77 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $155 Shares 1,902 Est. Cost $32.46 Unrealized +114.5%
TGT TARGET CORP 0.0%
Value ($000) $155 Shares 672 Est. Cost $65.81 Unrealized +225.5%
CVS CVS HEALTH CORP 0.0%
Value ($000) $140 Shares 1,358 Est. Cost $50.62 Unrealized +59.0%
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $139 Shares 1,625 Est. Cost $59.73 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $139 Shares 277 Est. Cost $212.58 Unrealized +98.6%
T AT&T INC 0.0%
Value ($000) $136 Shares 5,517 Est. Cost $14.73 Unrealized -0.4%
LQD ISHARES TR 0.0%
Value ($000) $135 Shares 1,015 Est. Cost $127.82 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $134 Shares 2,303 Est. Cost $27.73 Unrealized +84.0%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $133 Shares 946 Est. Cost $114.42 Unrealized
SPD SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $132 Shares 3,974 Est. Cost $30.33 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $130 Shares 1,822 Est. Cost $63.44 Unrealized
ICSH ISHARES TR 0.0%
Value ($000) $127 Shares 2,511 Est. Cost $50.50 Unrealized
DSI ISHARES TR 0.0%
Value ($000) $124 Shares 1,333 Est. Cost $76.11 Unrealized
LYFT LYFT INC 0.0%
Value ($000) $123 Shares 2,875 Est. Cost $54.63 Unrealized -14.4%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $122 Shares 9,651 Est. Cost $12.63 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $120 Shares 2,313 Est. Cost $40.28 Unrealized +0.3%
PFE PFIZER INC 0.0%
Value ($000) $119 Shares 2,020 Est. Cost $28.16 Unrealized +42.9%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $117 Shares 1,910 Est. Cost $53.53 Unrealized +0.7%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $115 Shares 1,492 Est. Cost $67.54 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $115 Shares 1,073 Est. Cost $62.20 Unrealized
ESBA EMPIRE ST RLTY OP L P 0.0%
Value ($000) $112 Shares 12,616 Est. Cost $12.06 Unrealized
MMM 3M CO 0.0%
Value ($000) $110 Shares 621 Est. Cost $121.97 Unrealized +4.4%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $110 Shares 1,162 Est. Cost $62.95 Unrealized -2.2%
GOOG ALPHABET INC 0.0%
Value ($000) $104 Shares 36 Est. Cost $48.75 Unrealized +194.3%
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $102 Shares 1,310 Est. Cost $52.76 Unrealized
WISDOMTREE TR 0.0%
Value ($000) $100 Shares 3,984 Est. Cost $25.10 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $99 Shares 238 Est. Cost $150.45 Unrealized +128.1%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $98 Shares 838 Est. Cost $80.09 Unrealized +20.0%
GLOBAL X FDS 0.0%
Value ($000) $95 Shares 5,749 Est. Cost $17.79 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $94 Shares 1,831 Est. Cost $35.75 Unrealized +32.3%
MET METLIFE INC 0.0%
Value ($000) $94 Shares 1,500 Est. Cost $28.88 Unrealized +91.8%
PSX PHILLIPS 66 0.0%
Value ($000) $94 Shares 1,290 Est. Cost $63.42 Unrealized +2.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $93 Shares 1,460 Est. Cost $25.79 Unrealized +95.7%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $89 Shares 417 Est. Cost $81.34 Unrealized +107.3%
AMCOR PLC 0.0%
Value ($000) $88 Shares 7,369 Est. Cost $8.34 Unrealized +19.8%
IWM ISHARES TR 0.0%
Value ($000) $88 Shares 395 Est. Cost $139.82 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $87 Shares 505 Est. Cost $130.10 Unrealized +13.4%
HORIZON THERAPEUTICS PUB L 0.0%
Value ($000) $86 Shares 800 Est. Cost $73.75 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $84 Shares 534 Est. Cost $94.98 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $83 Shares 507 Est. Cost $124.53 Unrealized
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $83 Shares 413 Est. Cost $173.71 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $82 Shares 1,542 Est. Cost $49.23 Unrealized
HEQT SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $77 Shares 3,017 Est. Cost $25.52 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $77 Shares 957 Est. Cost $72.74 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $76 Shares 454 Est. Cost $103.14 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $74 Shares 286 Est. Cost $164.91 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $72 Shares 25 Est. Cost $48.19 Unrealized +196.6%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $71 Shares 615 Est. Cost $74.45 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $70 Shares 502 Est. Cost $50.72 Unrealized +133.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $66 Shares 220 Est. Cost $279.18 Unrealized +2.6%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $66 Shares 383 Est. Cost $124.54 Unrealized +16.5%
SHM SPDR SER TR 0.0%
Value ($000) $65 Shares 1,324 Est. Cost $47.55 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $64 Shares 1,279 Est. Cost $29.86 Unrealized +54.5%
ABBV ABBVIE INC 0.0%
Value ($000) $59 Shares 439 Est. Cost $79.30 Unrealized +28.3%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $58 Shares 610 Est. Cost $53.70 Unrealized +42.1%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $57 Shares 101 Est. Cost $172.04 Unrealized +263.3%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $54 Shares 8,572 Est. Cost $5.05 Unrealized
ESGD ISHARES TR 0.0%
Value ($000) $53 Shares 667 Est. Cost $79.03 Unrealized
ISHARES TR 0.0%
Value ($000) $53 Shares 2,055 Est. Cost $25.68 Unrealized
ISHARES TR 0.0%
Value ($000) $53 Shares 2,065 Est. Cost $25.58 Unrealized
ISHARES TR 0.0%
Value ($000) $52 Shares 2,078 Est. Cost $25.33 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $52 Shares 100 Est. Cost $420.01 Unrealized +7.7%
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $52 Shares 3,176 Est. Cost $11.04 Unrealized +30.5%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $52 Shares 1,039 Est. Cost $31.74 Unrealized +70.9%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $51 Shares 693 Est. Cost $65.25 Unrealized
IMCG ISHARES TR 0.0%
Value ($000) $51 Shares 699 Est. Cost $120.53 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $48 Shares 310 Est. Cost $125.35 Unrealized +25.9%
WMB WILLIAMS COS INC 0.0%
Value ($000) $47 Shares 1,800 Est. Cost $21.55 Unrealized +5.6%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $46 Shares 827 Est. Cost $60.88 Unrealized
FLO FLOWERS FOODS INC 0.0%
Value ($000) $46 Shares 1,686 Est. Cost $18.47 Unrealized +16.3%
IGIB ISHARES TR 0.0%
Value ($000) $46 Shares 780 Est. Cost $58.57 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $46 Shares 442 Est. Cost $84.78 Unrealized +1.8%
ADSK AUTODESK INC 0.0%
Value ($000) $45 Shares 160 Est. Cost $116.60 Unrealized +150.0%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $43 Shares 192 Est. Cost $171.88 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $43 Shares 309 Est. Cost $75.18 Unrealized +57.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $43 Shares 300 Est. Cost $86.30 Unrealized +55.8%
V VISA INC 0.0%
Value ($000) $43 Shares 200 Est. Cost $136.22 Unrealized +52.8%
IDNA ISHARES TR 0.0%
Value ($000) $39 Shares 900 Est. Cost $45.98 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $39 Shares 244 Est. Cost $95.04 Unrealized
XITK SPDR SER TR 0.0%
Value ($000) $38 Shares 201 Est. Cost $214.00 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $38 Shares 202 Est. Cost $83.11 Unrealized +159.8%
VIACOMCBS INC 0.0%
Value ($000) $37 Shares 1,210 Est. Cost $33.19 Unrealized
IHDG WISDOMTREE TR 0.0%
Value ($000) $37 Shares 800 Est. Cost $41.77 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $35 Shares 542 Est. Cost $38.36 Unrealized +52.3%
DBEU DBX ETF TR 0.0%
Value ($000) $35 Shares 969 Est. Cost $32.14 Unrealized
MGC VANGUARD WORLD FD 0.0%
Value ($000) $35 Shares 207 Est. Cost $105.56 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $34 Shares 500 Est. Cost $62.97 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $34 Shares 205 Est. Cost $96.61 Unrealized +56.0%
EFA ISHARES TR 0.0%
Value ($000) $33 Shares 419 Est. Cost $59.34 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $33 Shares 554 Est. Cost $38.37 Unrealized +28.2%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $33 Shares 84 Est. Cost $134.61 Unrealized +158.7%
AVGO BROADCOM INC 0.0%
Value ($000) $32 Shares 48 Est. Cost $22.87 Unrealized +126.4%
Z ZILLOW GROUP INC 0.0%
Value ($000) $31 Shares 493 Est. Cost $26.10 Unrealized +176.1%
OSI ETF TR 0.0%
Value ($000) $30 Shares 644 Est. Cost $46.58 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $30 Shares 1,918 Est. Cost $11.74 Unrealized +12.4%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $30 Shares 838 Est. Cost $29.96 Unrealized -1.5%
DUKE REALTY CORP 0.0%
Value ($000) $29 Shares 435 Est. Cost $41.38 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $29 Shares 425 Est. Cost $50.03 Unrealized +10.4%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $28 Shares 752 Est. Cost $39.18 Unrealized -4.7%
TFI SPDR SER TR 0.0%
Value ($000) $28 Shares 550 Est. Cost $50.08 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $27 Shares 235 Est. Cost $38.49 Unrealized +165.6%
TTD THE TRADE DESK INC 0.0%
Value ($000) $27 Shares 300 Est. Cost $65.24 Unrealized +34.3%
ELV ANTHEM INC 0.0%
Value ($000) $27 Shares 58 Est. Cost $301.78 Unrealized +31.6%
BX BLACKSTONE INC 0.0%
Value ($000) $26 Shares 200 Est. Cost $116.12 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $26 Shares 360 Est. Cost $50.66 Unrealized +16.1%
NUANCE COMMUNICATIONS INC 0.0%
Value ($000) $26 Shares 473 Est. Cost $19.03 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $25 Shares 105 Est. Cost $131.20 Unrealized +67.4%
SLVM SYLVAMO CORP 0.0%
Value ($000) $25 Shares 905 Est. Cost $26.31 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $25 Shares 531 Est. Cost $32.46 Unrealized +1.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $25 Shares 100 Est. Cost $189.80 Unrealized +10.8%
EMR EMERSON ELEC CO 0.0%
Value ($000) $24 Shares 256 Est. Cost $77.81 Unrealized +11.2%
DOW DOW INC 0.0%
Value ($000) $24 Shares 419 Est. Cost $45.26 Unrealized -0.5%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $24 Shares 550 Est. Cost $43.04 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $24 Shares 200 Est. Cost $175.00 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $23 Shares 75 Est. Cost $253.36 Unrealized +4.1%
RXI ISHARES TR 0.0%
Value ($000) $23 Shares 129 Est. Cost $164.06 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $23 Shares 434 Est. Cost $74.60 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $22 Shares 200 Est. Cost $69.25 Unrealized +33.3%
TOTL SSGA ACTIVE ETF TR 0.0%
Value ($000) $22 Shares 467 Est. Cost $49.26 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $22 Shares 252 Est. Cost $30.47 Unrealized +137.8%
GLD SPDR GOLD TR 0.0%
Value ($000) $21 Shares 120 Est. Cost $175.00 Unrealized
XSOE WISDOMTREE TR 0.0%
Value ($000) $21 Shares 579 Est. Cost $39.18 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $21 Shares 151 Est. Cost $108.63 Unrealized +9.3%
DDOG DATADOG INC 0.0%
Value ($000) $21 Shares 120 Est. Cost $87.05 Unrealized +95.0%
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $20 Shares 227 Est. Cost $41.10 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $20 Shares 500 Est. Cost $39.45 Unrealized -1.3%
TWITTER INC 0.0%
Value ($000) $19 Shares 438 Est. Cost $69.08 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $19 Shares 500 Est. Cost $38.00 Unrealized
SHE SPDR SER TR 0.0%
Value ($000) $19 Shares 182 Est. Cost $64.98 Unrealized
BP BP PLC 0.0%
Value ($000) $19 Shares 720 Est. Cost $40.58 Unrealized
ALLIANCEBERNSTEIN GLOBAL HIG 0.0%
Value ($000) $19 Shares 1,586 Est. Cost $12.36 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $18 Shares 208 Est. Cost $71.62 Unrealized +10.8%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $18 Shares 50 Est. Cost $217.54 Unrealized +34.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $18 Shares 101 Est. Cost $42.31 Unrealized +245.2%
BOTZ GLOBAL X FDS 0.0%
Value ($000) $18 Shares 489 Est. Cost $23.72 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $17 Shares 246 Est. Cost $38.04 Unrealized +43.9%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $17 Shares 169 Est. Cost $54.76 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $17 Shares 256 Est. Cost $35.93 Unrealized +54.0%
PFGC PERFORMANCE FOOD GROUP CO 0.0%
Value ($000) $16 Shares 340 Est. Cost $46.05 Unrealized -1.3%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $16 Shares 400 Est. Cost $30.00 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $16 Shares 403 Est. Cost $40.49 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $16 Shares 31 Est. Cost $483.87 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $16 Shares 139 Est. Cost $52.24 Unrealized
CHIMERA INVT CORP 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $15.00 Unrealized
DGS WISDOMTREE TR 0.0%
Value ($000) $15 Shares 276 Est. Cost $55.54 Unrealized
ZG ZILLOW GROUP INC 0.0%
Value ($000) $15 Shares 247 Est. Cost $29.18 Unrealized +146.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $15 Shares 56 Est. Cost $71.83 Unrealized +219.7%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $15 Shares 112 Est. Cost $134.07 Unrealized
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $14 Shares 108 Est. Cost $146.86 Unrealized -3.6%
CRM SALESFORCE COM INC 0.0%
Value ($000) $14 Shares 55 Est. Cost $219.95 Unrealized +26.2%
CZR CAESARS ENTERTAINMENT INC NE 0.0%
Value ($000) $14 Shares 150 Est. Cost $101.38 Unrealized 0.0%
SIVR ABERDEEN STD SILVER ETF TR 0.0%
Value ($000) $14 Shares 617 Est. Cost $19.85 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $13 Shares 144 Est. Cost $47.96 Unrealized +53.1%
CMRE COSTAMARE INC 0.0%
Value ($000) $13 Shares 1,038 Est. Cost $7.91 Unrealized +43.2%
JPUS J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $13 Shares 127 Est. Cost $70.49 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $13 Shares 700 Est. Cost $21.07 Unrealized
DCI DONALDSON INC 0.0%
Value ($000) $12 Shares 202 Est. Cost $31.36 Unrealized +76.3%
C CITIGROUP INC 0.0%
Value ($000) $12 Shares 201 Est. Cost $57.22 Unrealized -0.1%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $11 Shares 101 Est. Cost $60.19 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $11 Shares 8 Est. Cost $1696.72 Unrealized -17.2%
ABBNY ABB LTD 0.0%
Value ($000) $11 Shares 300 Est. Cost $24.44 Unrealized
AIT APPLIED INDL TECHNOLOGIES IN 0.0%
Value ($000) $11 Shares 103 Est. Cost $51.52 Unrealized +86.7%
CWH CAMPING WORLD HLDGS INC 0.0%
Value ($000) $11 Shares 284 Est. Cost $27.86 Unrealized +16.7%
SYNOVUS FINL CORP 0.0%
Value ($000) $11 Shares 230 Est. Cost $44.05 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $10 Shares 6 Est. Cost $28.92 Unrealized +21.7%
RLY SSGA ACTIVE ETF TR 0.0%
Value ($000) $10 Shares 377 Est. Cost $24.59 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $10 Shares 40 Est. Cost $126.42 Unrealized +70.1%
LEVI LEVI STRAUSS & CO NEW 0.0%
Value ($000) $10 Shares 404 Est. Cost $11.15 Unrealized +105.2%
DISH NETWORK CORPORATION 0.0%
Value ($000) $10 Shares 300 Est. Cost $20.00 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
AQN ALGONQUIN PWR UTILS CORP 0.0%
Value ($000) $9 Shares 608 Est. Cost $12.74 Unrealized -10.4%
ADNT ADIENT PLC 0.0%
Value ($000) $9 Shares 190 Est. Cost $79.56 Unrealized -43.6%
ABR ARBOR REALTY TRUST INC 0.0%
Value ($000) $9 Shares 500 Est. Cost $18.00 Unrealized
APTIV PLC 0.0%
Value ($000) $9 Shares 55 Est. Cost $163.64 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $9 Shares 201 Est. Cost $28.58 Unrealized +17.6%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 705 Est. Cost $11.49 Unrealized +2.4%
OGN ORGANON & CO 0.0%
Value ($000) $9 Shares 280 Est. Cost $26.93 Unrealized +0.1%
MARATHON OIL CORP 0.0%
Value ($000) $9 Shares 542 Est. Cost $3.69 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $8 Shares 100 Est. Cost $40.88 Unrealized +50.8%
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $8 Shares 50 Est. Cost $145.45 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $8 Shares 30 Est. Cost $217.42 Unrealized -2.3%
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $8 Shares 141 Est. Cost $57.55 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $8 Shares 40 Est. Cost $174.22 Unrealized +7.2%
BE BLOOM ENERGY CORP 0.0%
Value ($000) $8 Shares 364 Est. Cost $12.23 Unrealized +106.9%
RDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $7 Shares 137 Est. Cost $51.09 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $7 Shares 210 Est. Cost $32.49 Unrealized
TEMPLETON EMERGING MKTS INCO 0.0%
Value ($000) $7 Shares 933 Est. Cost $7.89 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $7 Shares 352 Est. Cost $6.66 Unrealized +110.2%
TENNECO INC 0.0%
Value ($000) $7 Shares 600 Est. Cost $18.89 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $7 Shares 84 Est. Cost $84.18 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $7 Shares 104 Est. Cost $46.24 Unrealized +19.8%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $7 Shares 900 Est. Cost $7.78 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $6 Shares 404 Est. Cost $32.18 Unrealized
E ENI S P A 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $6 Shares 80 Est. Cost $44.20 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $6 Shares 40 Est. Cost $31.43 Unrealized +311.0%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $6 Shares 16 Est. Cost $375.00 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $6 Shares 244 Est. Cost $20.49 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $6 Shares 105 Est. Cost $49.78 Unrealized +4.1%
USB US BANCORP DEL 0.0%
Value ($000) $6 Shares 100 Est. Cost $48.84 Unrealized 0.0%
CCL CARNIVAL CORP 0.0%
Value ($000) $5 Shares 273 Est. Cost $27.74 Unrealized -22.9%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $5 Shares 101 Est. Cost $44.62 Unrealized 0.0%
INDA ISHARES TR 0.0%
Value ($000) $5 Shares 107 Est. Cost $40.44 Unrealized
CRNC CERENCE INC 0.0%
Value ($000) $5 Shares 59 Est. Cost $16.42 Unrealized +436.9%
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $5 Shares 207 Est. Cost $62.78 Unrealized -54.6%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $5 Shares 27 Est. Cost $104.11 Unrealized +69.1%
IHI ISHARES TR 0.0%
Value ($000) $5 Shares 80 Est. Cost $98.16 Unrealized
AUGMEDIX INC 0.0%
Value ($000) $5 Shares 1,505 Est. Cost $3.32 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $5 Shares 26 Est. Cost $192.31 Unrealized
XPERI HOLDING CORP 0.0%
Value ($000) $5 Shares 277 Est. Cost $14.65 Unrealized
WORKHORSE GROUP INC 0.0%
Value ($000) $5 Shares 1,200 Est. Cost $1.06 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $5 Shares 19 Est. Cost $210.53 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $5 Shares 23 Est. Cost $190.77 Unrealized +3.4%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 134 Est. Cost $38.20 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $5 Shares 61 Est. Cost $59.14 Unrealized +15.1%
DE DEERE & CO 0.0%
Value ($000) $5 Shares 15 Est. Cost $131.78 Unrealized +149.3%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $4 Shares 15 Est. Cost $142.35 Unrealized +79.3%
VMWARE INC 0.0%
Value ($000) $4 Shares 34 Est. Cost $117.65 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 79 Est. Cost $24.16 Unrealized +111.5%
EPR EPR PPTYS 0.0%
Value ($000) $4 Shares 93 Est. Cost $54.81 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $4 Shares 10 Est. Cost $339.57 Unrealized -0.5%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $4 Shares 100 Est. Cost $19.81 Unrealized +126.6%
SCHK SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 87 Est. Cost $46.51 Unrealized
PACWEST BANCORP DEL 0.0%
Value ($000) $4 Shares 94 Est. Cost $43.01 Unrealized
AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $4 Shares 205 Est. Cost $14.99 Unrealized
PI IMPINJ INC 0.0%
Value ($000) $4 Shares 45 Est. Cost $58.89 Unrealized +23.2%
MFIC APOLLO INVT CORP 0.0%
Value ($000) $4 Shares 300 Est. Cost $7.76 Unrealized +2.3%
HON HONEYWELL INTL INC 0.0%
Value ($000) $4 Shares 20 Est. Cost $117.71 Unrealized +57.2%
BARCLAYS BANK PLC 0.0%
Value ($000) $4 Shares 160 Est. Cost $18.75 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $33.28 Unrealized +7.5%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
DEM WISDOMTREE TR 0.0%
Value ($000) $4 Shares 100 Est. Cost $39.90 Unrealized
ACCO ACCO BRANDS CORP 0.0%
Value ($000) $3 Shares 400 Est. Cost $6.75 Unrealized 0.0%
WAB WABTEC 0.0%
Value ($000) $3 Shares 34 Est. Cost $69.17 Unrealized +29.5%
DRVN DRIVEN BRANDS HLDGS INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $28.40 Unrealized +10.3%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $19.27 Unrealized +53.7%
IAU ISHARES GOLD TR 0.0%
Value ($000) $3 Shares 80 Est. Cost $29.70 Unrealized
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $3 Shares 38 Est. Cost $21.93 Unrealized +233.3%
INFINERA CORP 0.0%
Value ($000) $3 Shares 266 Est. Cost $11.28 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $3 Shares 50 Est. Cost $44.00 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $2 Shares 40 Est. Cost $17.13 Unrealized +197.4%
ACES ALPS ETF TR 0.0%
Value ($000) $2 Shares 33 Est. Cost $90.91 Unrealized
XP XP INC 0.0%
Value ($000) $2 Shares 69 Est. Cost $32.57 Unrealized 0.0%
XHR XENIA HOTELS & RESORTS INC 0.0%
Value ($000) $2 Shares 96 Est. Cost $20.83 Unrealized
WOR WORTHINGTON INDS INC 0.0%
Value ($000) $2 Shares 32 Est. Cost $24.87 Unrealized +32.4%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $2 Shares 25 Est. Cost $50.64 Unrealized +43.5%
DEO DIAGEO PLC 0.0%
Value ($000) $2 Shares 10 Est. Cost $100.00 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $2 Shares 15 Est. Cost $86.40 Unrealized +33.4%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $2 Shares 10 Est. Cost $110.09 Unrealized +37.8%
NTGR NETGEAR INC 0.0%
Value ($000) $2 Shares 66 Est. Cost $38.78 Unrealized -23.1%
NWL NEWELL BRANDS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $13.13 Unrealized +42.4%
CODI COMPASS DIVERSIFIED 0.0%
Value ($000) $2 Shares 75 Est. Cost $25.67 Unrealized 0.0%
GEN NORTONLIFELOCK INC 0.0%
Value ($000) $2 Shares 74 Est. Cost $12.38 Unrealized +87.4%
CLX CLOROX CO DEL 0.0%
Value ($000) $2 Shares 10 Est. Cost $126.52 Unrealized +15.1%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $47.48 Unrealized +65.2%
PARAGON 28 INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
VECTOR GROUP LTD 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
RNR RENAISSANCERE HLDGS LTD 0.0%
Value ($000) $2 Shares 12 Est. Cost $156.65 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $1 Shares 78 Est. Cost $13.26 Unrealized -16.2%
SNY SANOFI 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $27.24 Unrealized +7.2%
KODK EASTMAN KODAK CO 0.0%
Value ($000) $1 Shares 230 Est. Cost $7.81 Unrealized -19.6%
VYX NCR CORP NEW 0.0%
Value ($000) $1 Shares 25 Est. Cost $18.48 Unrealized +37.3%
EQUITY COMWLTH 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
HZO MARINEMAX INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $53.52 Unrealized 0.0%
DOUG DOUGLAS ELLIMAN INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.64 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $204.69 Unrealized -9.5%
ARLO ARLO TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 132 Est. Cost $6.52 Unrealized +19.8%
TDC TERADATA CORP DEL 0.0%
Value ($000) $1 Shares 25 Est. Cost $41.15 Unrealized +19.9%
AFL AFLAC INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $34.95 Unrealized +45.8%
ALLSPRING MULTI SECTOR INCOM 0.0%
Value ($000) $0 Shares 2 Est. Cost $14.49 Unrealized
ALKS ALKERMES PLC 0.0%
Value ($000) $0 Shares 20 Est. Cost $29.15 Unrealized -9.8%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $38.63 Unrealized +32.4%
BANF BANCFIRST CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $35.39 Unrealized +73.2%
SFIX STITCH FIX INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $42.79 Unrealized -33.0%
HLIO HELIOS TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $73.18 Unrealized +32.8%
SNN SMITH & NEPHEW PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
EEM ISHARES TR 0.0%
Value ($000) $0 Shares 10 Est. Cost $100.00 Unrealized
BCRX BIOCRYST PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $13.59 Unrealized -2.6%
SJM SMUCKER J M CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $98.37 Unrealized +12.8%
PRGO PERRIGO CO PLC 0.0%
Value ($000) $0 Shares 4 Est. Cost $44.33 Unrealized -5.3%
CHRS COHERUS BIOSCIENCES INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $14.16 Unrealized +23.5%
PRTA PROTHENA CORP PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $31.20 Unrealized +77.7%