Financial Management Professionals, Inc. Diversified Active

CIK: 0001568132 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 11, 2023

Total Value ($000): $489 (100.0% shares, 0.0% debt)

Holdings (1,038)

GSLC Goldman Sachs Actvbeta US LRG ETF 12.3%
Value ($000) $60 Shares 786,990 Est. Cost $69.63 Unrealized
SCHV Schwab US Large Cap Value ETF 6.4%
Value ($000) $31 Shares 471,536 Est. Cost $65.17 Unrealized
JHMM John Hancock Multifctr Mid CP ETF 6.2%
Value ($000) $30 Shares 653,162 Est. Cost $50.77 Unrealized
IWB iShares Russell 1000 ETF IV 6.2%
Value ($000) $30 Shares 143,912 Est. Cost $91.90 Unrealized
SCHX Schwab US Large Cap ETF 5.3%
Value ($000) $26 Shares 575,012 Est. Cost $52.21 Unrealized
JPST JPMorgan Ultra Short Income ETF 5.0%
Value ($000) $24 Shares 483,964 Est. Cost $17.72 Unrealized
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 4.6%
Value ($000) $23 Shares 248,275 Est. Cost $56.03 Unrealized
SMLF iShares MSCI USA Multifct ETF 4.2%
Value ($000) $21 Shares 414,106 Est. Cost $43.77 Unrealized
VOO Vanguard S&P 500 ETF 4.0%
Value ($000) $20 Shares 55,563 Est. Cost $394.63 Unrealized
GSIE Goldman Sachs Actvbt Intereqy ETF 3.0%
Value ($000) $14 Shares 503,348 Est. Cost $30.07 Unrealized
VUSB Vanguard Ultra Short Bond ETF 2.8%
Value ($000) $14 Shares 278,414 Est. Cost $0.05 Unrealized
BND Vanguard Total Bond Market ETF 2.2%
Value ($000) $11 Shares 150,016 Est. Cost $81.03 Unrealized
IEMG iShares Core MSCI Emerging ETF 2.2%
Value ($000) $11 Shares 229,810 Est. Cost $57.55 Unrealized
HYS PIMCO 0-5 Year High YLD BND Idx ETF 2.0%
Value ($000) $10 Shares 110,843 Est. Cost $0.28 Unrealized
JPIE JPMorgan Income ETF 2.0%
Value ($000) $10 Shares 213,798 Est. Cost $48.26 Unrealized
VT Vanguard Total World Stock Et ETF IV 1.9%
Value ($000) $9 Shares 106,944 Est. Cost $0.09 Unrealized
VTI Vanguard Total Stock Market ETF 1.8%
Value ($000) $9 Shares 45,928 Est. Cost $179.89 Unrealized
GBIL Goldman Sachs Acces Treas 0 1 YR ETF 1.8%
Value ($000) $9 Shares 86,371 Est. Cost $0.10 Unrealized
ITOT iShares Total US Stock Market ETF IV 1.5%
Value ($000) $8 Shares 88,661 Est. Cost $106.13 Unrealized
IVV iShares Core S&P 500 ETF 1.4%
Value ($000) $7 Shares 17,394 Est. Cost $0.38 Unrealized
SCHF Schwab International Equity ETF 1.3%
Value ($000) $6 Shares 190,637 Est. Cost $33.23 Unrealized
IVE iShares S&P 500 Value ETF 1.2%
Value ($000) $6 Shares 40,869 Est. Cost $147.33 Unrealized
VO Vanguard Mid Cap ETF 1.2%
Value ($000) $6 Shares 28,109 Est. Cost $185.71 Unrealized
VEU Vanguard FTSE All World Ex US ETF IV 1.0%
Value ($000) $5 Shares 99,071 Est. Cost $49.28 Unrealized
VV Vanguard Large Cap ETF 1.0%
Value ($000) $5 Shares 27,290 Est. Cost $0.50 Unrealized
JPIB JPMorgan Internatinal BND Opport ETF 0.8%
Value ($000) $4 Shares 89,461 Est. Cost $51.37 Unrealized
GL Globe Life Inc 0.8%
Value ($000) $4 Shares 31,371 Est. Cost $82.29 Unrealized +35.5%
AAPL Apple Inc 0.8%
Value ($000) $4 Shares 28,254 Est. Cost $108.44 Unrealized +29.7%
PBJ Invesco Dynamic Food & Beverage ETF 0.6%
Value ($000) $3 Shares 66,793 Est. Cost $46.06 Unrealized
IAK iShares US Insurance ETF 0.6%
Value ($000) $3 Shares 32,311 Est. Cost $28.16 Unrealized
PPA Invesco Aerospace & Defense ETF 0.6%
Value ($000) $3 Shares 35,183 Est. Cost $0.08 Unrealized
DBEF Deutsch X TRKS MSCI EAFE HDG Eqy ETF 0.5%
Value ($000) $3 Shares 79,477 Est. Cost $33.48 Unrealized
XOM Exxon Mobil Corp 0.5%
Value ($000) $3 Shares 23,107 Est. Cost $53.45 Unrealized +80.1%
HDV iShares Core High Dividend ETF 0.4%
Value ($000) $2 Shares 19,729 Est. Cost $102.45 Unrealized
SCHB Schwab US Broad Market ETF 0.4%
Value ($000) $2 Shares 45,145 Est. Cost $80.11 Unrealized
PXE Invesco Dynamic Energy Exploration & Production 0.4%
Value ($000) $2 Shares 67,322 Est. Cost $21.62 Unrealized
VDC Vanguard Consumer Staples ETF 0.4%
Value ($000) $2 Shares 10,039 Est. Cost $0.19 Unrealized
JPM JPMorgan Chase & Co 0.3%
Value ($000) $1 Shares 10,355 Est. Cost $112.63 Unrealized +4.5%
MINT PIMCO Enhncd SHRT Matrty Actv ETF IV 0.2%
Value ($000) $1 Shares 11,820 Est. Cost $101.53 Unrealized
XLV Select Sector Health Care SPD ETF IV 0.2%
Value ($000) $1 Shares 7,612 Est. Cost $0.32 Unrealized
LLY Lilly Eli & Co 0.2%
Value ($000) $1 Shares 2,461 Est. Cost $165.60 Unrealized +108.8%
CVX Chevron Corp 0.2%
Value ($000) $1 Shares 4,594 Est. Cost $84.55 Unrealized +81.2%
MSFT Microsoft Corp 0.2%
Value ($000) $1 Shares 3,259 Est. Cost $198.32 Unrealized +18.0%
DBEU Xtrackers MSCI Eurpe HDGD Eqy ETF 0.2%
Value ($000) $1 Shares 22,955 Est. Cost $0.03 Unrealized
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $1 Shares 1,974 Est. Cost $420.35 Unrealized
PEP Pepsico Inc 0.1%
Value ($000) $1 Shares 3,860 Est. Cost $101.39 Unrealized +58.7%
BRK/B Berkshire Hathaway Class B 0.1%
Value ($000) $1 Shares 2,221 Est. Cost $205.26 Unrealized +44.7%
UNH Unitedhealth GRP Inc 0.1%
Value ($000) $1 Shares 1,254 Est. Cost $431.79 Unrealized +15.9%
BFST Business First Bancshare 0.1%
Value ($000) $1 Shares 30,000 Est. Cost $24.44 Unrealized -13.5%
MUB iShares National Muni Bond ETF 0.1%
Value ($000) $1 Shares 6,286 Est. Cost $0.11 Unrealized
VTEB Vanguard Tax-Exempt Bond ETF 0.1%
Value ($000) $1 Shares 13,362 Est. Cost $0.05 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $1 Shares 11,915 Est. Cost $30.00 Unrealized +34.0%
SHV iShares Short Treasury Bond ETF 0.1%
Value ($000) $1 Shares 5,396 Est. Cost $90.02 Unrealized
MS Morgan Stanley 0.1%
Value ($000) $1 Shares 6,489 Est. Cost $68.29 Unrealized +12.5%
PM Philip Morris Intl 0.1%
Value ($000) $1 Shares 5,416 Est. Cost $56.58 Unrealized +43.7%
LMT Lockheed Martin Corp 0.1%
Value ($000) $1 Shares 1,107 Est. Cost $372.36 Unrealized +14.6%
ABBV Abbvie Inc 0.1%
Value ($000) $1 Shares 3,321 Est. Cost $83.76 Unrealized +63.8%
DUK Duke Energy Corp 0.1%
Value ($000) $1 Shares 5,162 Est. Cost $65.33 Unrealized +29.8%
PG Procter & Gamble 0.1%
Value ($000) $1 Shares 3,493 Est. Cost $110.91 Unrealized +17.0%
SHW Sherwin Williams Co 0.1%
Value ($000) $1 Shares 2,151 Est. Cost $194.60 Unrealized +15.5%
BAC Bank Of America Corp 0.1%
Value ($000) $1 Shares 15,176 Est. Cost $27.68 Unrealized +14.6%
TXN Texas Instruments 0.1%
Value ($000) $0 Shares 2,965 Est. Cost $115.68 Unrealized +31.3%
HD Home Depot Inc 0.1%
Value ($000) $0 Shares 1,496 Est. Cost $241.13 Unrealized +16.6%
1/100 Berkshire HTWY Cla 100 SHS=1 Whole SH BRK A 0.1%
Value ($000) $0 Shares 100 Est. Cost $4060.00 Unrealized
AGG iShares Core US Aggregate Bond ETF 0.1%
Value ($000) $0 Shares 4,731 Est. Cost $112.41 Unrealized
COP Conocophillips 0.1%
Value ($000) $0 Shares 3,858 Est. Cost $52.53 Unrealized +108.2%
TSLA Tesla Inc 0.1%
Value ($000) $0 Shares 3,643 Est. Cost $238.22 Unrealized -20.5%
GILD Gilead Sciences Inc 0.1%
Value ($000) $0 Shares 5,151 Est. Cost $58.81 Unrealized +20.4%
KO The Coca-Cola Co 0.1%
Value ($000) $0 Shares 6,411 Est. Cost $43.13 Unrealized +27.3%
TPL Texas Pacific Land Corp 0.1%
Value ($000) $0 Shares 173 Est. Cost $117.17 Unrealized +118.4%
CMI Cummins Inc 0.1%
Value ($000) $0 Shares 1,652 Est. Cost $205.06 Unrealized +7.7%
SLB Schlumberger LTD F 0.1%
Value ($000) $0 Shares 7,250 Est. Cost $54.66 Unrealized -15.7%
AVGO Broadcom Inc 0.1%
Value ($000) $0 Shares 677 Est. Cost $41.49 Unrealized +14.7%
SCHW Charles Schwab Corp 0.1%
Value ($000) $0 Shares 4,532 Est. Cost $58.50 Unrealized +26.8%
MRK Merck & Co. Inc. 0.1%
Value ($000) $0 Shares 3,335 Est. Cost $56.72 Unrealized +63.6%
SHY iShares 1-3 Year Treasry Bond ETF 0.1%
Value ($000) $0 Shares 4,492 Est. Cost $54.72 Unrealized
UPS United Parcel SRVC Class B 0.1%
Value ($000) $0 Shares 2,084 Est. Cost $143.12 Unrealized +3.4%
ISRG Intuitive Surgical 0.1%
Value ($000) $0 Shares 1,344 Est. Cost $287.95 Unrealized -15.3%
CSCO Cisco Systems Inc 0.1%
Value ($000) $0 Shares 7,465 Est. Cost $36.41 Unrealized +13.9%
IBM IBM Corp 0.1%
Value ($000) $0 Shares 2,501 Est. Cost $103.69 Unrealized +18.7%
CI CIGNA Corp 0.1%
Value ($000) $0 Shares 1,055 Est. Cost $212.18 Unrealized +40.9%
AMZN Amazon.Com Inc 0.1%
Value ($000) $0 Shares 4,003 Est. Cost $124.77 Unrealized -20.8%
Lam Research Corp 0.1%
Value ($000) $0 Shares 793 Est. Cost $225.89 Unrealized
BMY Bristol-Myers Squibb 0.1%
Value ($000) $0 Shares 4,427 Est. Cost $55.00 Unrealized +18.6%
NVDA Nvidia Corp 0.1%
Value ($000) $0 Shares 2,169 Est. Cost $18.63 Unrealized -21.4%
ORCL Oracle Corp 0.1%
Value ($000) $0 Shares 3,736 Est. Cost $55.99 Unrealized +30.7%
TGT Target Corp 0.1%
Value ($000) $0 Shares 2,034 Est. Cost $153.73 Unrealized -8.3%
SO Southern Co 0.1%
Value ($000) $0 Shares 4,232 Est. Cost $37.32 Unrealized +59.7%
MO Altria Group Inc 0.1%
Value ($000) $0 Shares 6,475 Est. Cost $26.67 Unrealized +31.4%
GOOGL Alphabet Inc. Class A 0.1%
Value ($000) $0 Shares 3,152 Est. Cost $107.75 Unrealized -12.5%
VLO Valero Energy Corp 0.1%
Value ($000) $0 Shares 2,195 Est. Cost $73.06 Unrealized +56.1%
SRE Sempra 0.1%
Value ($000) $0 Shares 1,738 Est. Cost $62.36 Unrealized +11.9%
HON Honeywell Intl Inc 0.1%
Value ($000) $0 Shares 1,246 Est. Cost $139.67 Unrealized +28.0%
MET Metlife Inc 0.1%
Value ($000) $0 Shares 3,674 Est. Cost $47.92 Unrealized +35.9%
AIG American Intl Group 0.1%
Value ($000) $0 Shares 4,003 Est. Cost $44.50 Unrealized +21.8%
JNJ Johnson & Johnson 0.1%
Value ($000) $0 Shares 1,432 Est. Cost $128.94 Unrealized +21.8%
DBJP Xtrackers MSCI Japan Hedged Equity E 0.1%
Value ($000) $0 Shares 5,205 Est. Cost $0.05 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $0 Shares 2,663 Est. Cost $65.15 Unrealized +31.9%
APD Air Prod & Chemicals 0.0%
Value ($000) $0 Shares 767 Est. Cost $257.76 Unrealized +0.7%
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $0 Shares 3,767 Est. Cost $61.14 Unrealized
AMGN Amgen Inc. 0.0%
Value ($000) $0 Shares 874 Est. Cost $197.12 Unrealized +23.1%
CCI Crown Castle Intl Co REIT 0.0%
Value ($000) $0 Shares 1,692 Est. Cost $131.76 Unrealized -13.7%
IRM Iron MTN Inc New REIT 0.0%
Value ($000) $0 Shares 4,594 Est. Cost $37.09 Unrealized +21.3%
ARE Alexandria Real Est REIT 0.0%
Value ($000) $0 Shares 1,564 Est. Cost $135.66 Unrealized -9.2%
ACWI iShares MSCI Acwi ETF 0.0%
Value ($000) $0 Shares 2,660 Est. Cost $83.89 Unrealized
KMB Kimberly Clark Corp 0.0%
Value ($000) $0 Shares 1,656 Est. Cost $111.47 Unrealized +1.1%
CPT Camden Property TR REIT 0.0%
Value ($000) $0 Shares 2,012 Est. Cost $101.34 Unrealized 0.0%
BHP BHP Group LTD F Sponsored ADR 0.0%
Value ($000) $0 Shares 3,568 Est. Cost $60.64 Unrealized
MSI Motorola Solutions 0.0%
Value ($000) $0 Shares 857 Est. Cost $225.62 Unrealized +6.8%
TMUS T-Mobile US Inc 0.0%
Value ($000) $0 Shares 1,552 Est. Cost $133.41 Unrealized +4.0%
XIFR Nextera Energy Partne LP 0.0%
Value ($000) $0 Shares 3,037 Est. Cost $67.72 Unrealized +10.5%
KHC Kraft Heinz Co 0.0%
Value ($000) $0 Shares 5,185 Est. Cost $30.67 Unrealized +6.0%
RYN Rayonier Inc. REIT 0.0%
Value ($000) $0 Shares 6,410 Est. Cost $30.91 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $0 Shares 2,069 Est. Cost $102.53 Unrealized -2.9%
MLM Martin Marietta Material 0.0%
Value ($000) $0 Shares 613 Est. Cost $330.60 Unrealized +1.2%
VZ Verizon Communicatn 0.0%
Value ($000) $0 Shares 5,259 Est. Cost $40.95 Unrealized -24.9%
SHEL Shell PLC F Unsponsored ADR 0.0%
Value ($000) $0 Shares 3,585 Est. Cost $53.57 Unrealized
GLD SPDR Gold Shares ETF 0.0%
Value ($000) $0 Shares 1,107 Est. Cost $152.98 Unrealized
NXPI NXP Semiconductors F 0.0%
Value ($000) $0 Shares 1,170 Est. Cost $156.91 Unrealized -4.8%
AAL American Airls Group 0.0%
Value ($000) $0 Shares 14,214 Est. Cost $29.82 Unrealized -54.5%
T A T & T Inc 0.0%
Value ($000) $0 Shares 9,749 Est. Cost $15.13 Unrealized -0.2%
WMT WalMart Inc 0.0%
Value ($000) $0 Shares 1,253 Est. Cost $34.87 Unrealized +30.9%
DFAI Dimensional Intern Core EQT MKT ETF 0.0%
Value ($000) $0 Shares 7,107 Est. Cost $29.57 Unrealized
ALB Albemarle Corp 0.0%
Value ($000) $0 Shares 777 Est. Cost $192.30 Unrealized +32.4%
QCOM Qualcomm Inc 0.0%
Value ($000) $0 Shares 1,535 Est. Cost $121.91 Unrealized -10.7%
PSN Parsons Corp 0.0%
Value ($000) $0 Shares 3,589 Est. Cost $36.50 Unrealized +26.3%
PAYX Paychex Inc 0.0%
Value ($000) $0 Shares 1,378 Est. Cost $82.76 Unrealized +28.8%
NIO Nio Inc F Sponsored ADR 0.0%
Value ($000) $0 Shares 15,368 Est. Cost $12.76 Unrealized
CHRD Oasis Petroleum Inc 0.0%
Value ($000) $0 Shares 1,079 Est. Cost $67.43 Unrealized +76.2%
DHR Danaher Corp 0.0%
Value ($000) $0 Shares 552 Est. Cost $188.04 Unrealized +21.3%
IUSB iShares Total Usd Bond Market ETF 0.0%
Value ($000) $0 Shares 3,243 Est. Cost $52.62 Unrealized
TMO Thermo Fisher SCNTFC 0.0%
Value ($000) $0 Shares 261 Est. Cost $406.48 Unrealized +29.1%
F Ford Motor Co 0.0%
Value ($000) $0 Shares 12,182 Est. Cost $9.09 Unrealized +10.8%
BlackRock Inc 0.0%
Value ($000) $0 Shares 200 Est. Cost $617.17 Unrealized
GPC Genuine Parts Co 0.0%
Value ($000) $0 Shares 780 Est. Cost $120.55 Unrealized +32.0%
PFF iShares Preferred Income Sec ETF 0.0%
Value ($000) $0 Shares 4,379 Est. Cost $29.67 Unrealized
BA Boeing Co 0.0%
Value ($000) $0 Shares 701 Est. Cost $187.05 Unrealized -12.6%
BJ B J S Wholesale Club Hol 0.0%
Value ($000) $0 Shares 1,997 Est. Cost $33.07 Unrealized +119.0%
UNP Union Pacific Corp 0.0%
Value ($000) $0 Shares 631 Est. Cost $170.29 Unrealized +11.7%
PSX Phillips 66 0.0%
Value ($000) $0 Shares 1,203 Est. Cost $61.98 Unrealized +47.4%
PLUG Plug Power Inc 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $8.48 Unrealized +87.8%
HYG iShares iBoxx High Yield Bond ETF IV 0.0%
Value ($000) $0 Shares 1,673 Est. Cost $67.95 Unrealized
Linde PLC F 0.0%
Value ($000) $0 Shares 374 Est. Cost $246.86 Unrealized
WM Waste Management Inc 0.0%
Value ($000) $0 Shares 769 Est. Cost $150.34 Unrealized +1.9%
WPC W.P. Carey Inc. REIT 0.0%
Value ($000) $0 Shares 1,483 Est. Cost $64.58 Unrealized
STZ Constellation Brand Class A 0.0%
Value ($000) $0 Shares 497 Est. Cost $222.15 Unrealized +1.8%
LKQ LKQ Corp 0.0%
Value ($000) $0 Shares 2,154 Est. Cost $22.85 Unrealized +112.3%
INMD Inmode LTD F 0.0%
Value ($000) $0 Shares 3,199 Est. Cost $27.79 Unrealized +25.2%
Griffin Realty Trust Cla SS E 0.0%
Value ($000) $0 Shares 15,195 Est. Cost $7.44 Unrealized
FDHY Fidelity High Yield Factor ETF 0.0%
Value ($000) $0 Shares 2,433 Est. Cost $45.64 Unrealized
SNPS Synopsys Inc 0.0%
Value ($000) $0 Shares 347 Est. Cost $308.10 Unrealized +1.6%
TT Trane Technologies PLC F 0.0%
Value ($000) $0 Shares 663 Est. Cost $97.81 Unrealized +62.9%
EMR Emerson Electric Co 0.0%
Value ($000) $0 Shares 1,149 Est. Cost $64.50 Unrealized +31.1%
LPLA LPL Financial Holdings Inc 0.0%
Value ($000) $0 Shares 508 Est. Cost $215.25 Unrealized +8.6%
LSTR Landstar SYS Inc 0.0%
Value ($000) $0 Shares 644 Est. Cost $115.28 Unrealized
CSX CSX Corp 0.0%
Value ($000) $0 Shares 3,337 Est. Cost $24.90 Unrealized +15.4%
MCD McDonalds Corp 0.0%
Value ($000) $0 Shares 392 Est. Cost $179.25 Unrealized +36.8%
PB Prosperity Bancshare 0.0%
Value ($000) $0 Shares 1,380 Est. Cost $47.06 Unrealized +37.3%
PRGS Progress Software Co 0.0%
Value ($000) $0 Shares 1,981 Est. Cost $47.22 Unrealized +5.6%
EPD Enterprise Prods Part LP 0.0%
Value ($000) $0 Shares 4,144 Est. Cost $29.12 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $0 Shares 338 Est. Cost $36.18 Unrealized -22.5%
DIA SPDR Dow Jones Industrial Avr ETF IV 0.0%
Value ($000) $0 Shares 300 Est. Cost $336.67 Unrealized
ProShares Short S&P500 0.0%
Value ($000) $0 Shares 6,188 Est. Cost $16.96 Unrealized
ZD Ziff Davis Inc 0.0%
Value ($000) $0 Shares 1,225 Est. Cost $63.56 Unrealized +26.6%
CKX CKX Lands Inc 0.0%
Value ($000) $0 Shares 9,475 Est. Cost $12.47 Unrealized -14.4%
CB Chubb LTD F 0.0%
Value ($000) $0 Shares 420 Est. Cost $198.04 Unrealized +1.0%
ASR Grupo Aeroportuario De F Sponsored ADR 0.0%
Value ($000) $0 Shares 396 Est. Cost $188.17 Unrealized
RMNI Rimini Street Inc Delawa 0.0%
Value ($000) $0 Shares 24,115 Est. Cost $7.19 Unrealized -38.2%
SBUX Starbucks Corp 0.0%
Value ($000) $0 Shares 928 Est. Cost $74.80 Unrealized +17.0%
Perimeter Solutions SA F 0.0%
Value ($000) $0 Shares 9,962 Est. Cost $4.99 Unrealized
AXP American Express Co 0.0%
Value ($000) $0 Shares 618 Est. Cost $106.35 Unrealized +33.9%
VMBS Vanguard Mortgage Backed Sec ETF 0.0%
Value ($000) $0 Shares 1,924 Est. Cost $1.72 Unrealized
INTC Intel Corp 0.0%
Value ($000) $0 Shares 3,282 Est. Cost $36.81 Unrealized -27.6%
CSL Carlisle Co 0.0%
Value ($000) $0 Shares 365 Est. Cost $116.90 Unrealized +112.0%
SMLR Semler Scientific 0.0%
Value ($000) $0 Shares 2,593 Est. Cost $82.63 Unrealized -58.0%
FCFS Firstcash HLDGS Inc 0.0%
Value ($000) $0 Shares 966 Est. Cost $70.27 Unrealized +20.8%
Fleetcor Technologie 0.0%
Value ($000) $0 Shares 454 Est. Cost $248.09 Unrealized
MA Mastercard Inc Class A 0.0%
Value ($000) $0 Shares 235 Est. Cost $257.43 Unrealized +25.6%
XEL Xcel Energy Inc 0.0%
Value ($000) $0 Shares 1,165 Est. Cost $37.38 Unrealized +59.5%
MPC Marathon Pete Corp 0.0%
Value ($000) $0 Shares 693 Est. Cost $84.61 Unrealized +25.8%
GDX Vaneck Gold Miners ETF 0.0%
Value ($000) $0 Shares 2,826 Est. Cost $26.86 Unrealized
CL Colgate-Palmolive Co 0.0%
Value ($000) $0 Shares 1,016 Est. Cost $50.27 Unrealized +38.7%
CVCO Cavco Industries Inc 0.0%
Value ($000) $0 Shares 351 Est. Cost $264.08 Unrealized -15.9%
Sitio Royalties Corp New Class A 0.0%
Value ($000) $0 Shares 2,716 Est. Cost $0.03 Unrealized
Arista Networks Inc 0.0%
Value ($000) $0 Shares 637 Est. Cost $120.80 Unrealized
ACI Albertsons Co SHS Class Class A 0.0%
Value ($000) $0 Shares 3,709 Est. Cost $13.89 Unrealized +35.6%
NEE Nextera Energy Inc 0.0%
Value ($000) $0 Shares 923 Est. Cost $65.18 Unrealized +13.3%
LDUR PIMCO Enhncd LW DRTN Actv ETF 0.0%
Value ($000) $0 Shares 811 Est. Cost $100.71 Unrealized
AMD Advanced Micro Devic 0.0%
Value ($000) $0 Shares 1,174 Est. Cost $66.96 Unrealized -1.4%
Focus Finl Partners 0051 0.0%
Value ($000) $0 Shares 2,011 Est. Cost $40.32 Unrealized
GOOG Alphabet Inc. Class C 0.0%
Value ($000) $0 Shares 832 Est. Cost $110.51 Unrealized -14.3%
SKY Skyline Corp 0.0%
Value ($000) $0 Shares 1,410 Est. Cost $51.57 Unrealized +3.2%
SCHR Schwab Intermediate Term US TRS ETF 0.0%
Value ($000) $0 Shares 1,464 Est. Cost $2.07 Unrealized
EQNR Equinor A S A F Sponsored ADR 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $19.22 Unrealized
CAH Cardinal Health Inc 0.0%
Value ($000) $0 Shares 943 Est. Cost $70.61 Unrealized +1.3%
COST Costco Wholesale Co 0.0%
Value ($000) $0 Shares 158 Est. Cost $402.63 Unrealized +16.4%
WBS Webster Finl Co 0.0%
Value ($000) $0 Shares 1,492 Est. Cost $36.10 Unrealized +38.7%
V Visa Inc Class A 0.0%
Value ($000) $0 Shares 336 Est. Cost $202.46 Unrealized -2.7%
PRGO Perrigo Co PLC F 0.0%
Value ($000) $0 Shares 2,042 Est. Cost $38.07 Unrealized -7.5%
BNDX Vanguard Total International BND ETF 0.0%
Value ($000) $0 Shares 1,471 Est. Cost $55.09 Unrealized
INTU Intuit Inc 0.0%
Value ($000) $0 Shares 176 Est. Cost $371.58 Unrealized +4.7%
DHIL Diamond Hill Invt GP Class A 0.0%
Value ($000) $0 Shares 365 Est. Cost $150.46 Unrealized 0.0%
EA Electronic Arts Inc 0.0%
Value ($000) $0 Shares 553 Est. Cost $46.99 Unrealized +162.7%
BUR Burford Capital Limite F 0.0%
Value ($000) $0 Shares 8,256 Est. Cost $10.20 Unrealized -21.0%
ADUS Addus Homecare Corp 0.0%
Value ($000) $0 Shares 673 Est. Cost $80.41 Unrealized +30.0%
ABT Abbott Laboratories 0.0%
Value ($000) $0 Shares 611 Est. Cost $80.89 Unrealized +20.7%
IMXI Interntnl Money Expre005 0.0%
Value ($000) $0 Shares 2,732 Est. Cost $16.45 Unrealized +39.6%
DELL Dell Technologies Inc Class C 0.0%
Value ($000) $0 Shares 1,659 Est. Cost $24.16 Unrealized +53.5%
FFIN 1ST Finl Banksh 0.0%
Value ($000) $0 Shares 1,928 Est. Cost $19.87 Unrealized +77.3%
IQLT Ishs MSCI Intl Quality Fact ETF 0.0%
Value ($000) $0 Shares 1,970 Est. Cost $37.89 Unrealized
HOMB Home Bancshares 0.0%
Value ($000) $0 Shares 2,761 Est. Cost $14.74 Unrealized +64.5%
Shockwave Medical Inc 0.0%
Value ($000) $0 Shares 305 Est. Cost $200.10 Unrealized
IHS Ihs HLDG LTD F 0.0%
Value ($000) $0 Shares 10,044 Est. Cost $8.35 Unrealized -25.4%
MGY Magnolia Oil & Gas Corp Class A 0.0%
Value ($000) $0 Shares 2,552 Est. Cost $10.42 Unrealized +134.1%
META Meta Platforms Inc Class A 0.0%
Value ($000) $0 Shares 499 Est. Cost $146.99 Unrealized -20.7%
FSV Firstservice Corp F 0.0%
Value ($000) $0 Shares 474 Est. Cost $86.66 Unrealized +40.0%
DRVN Driven Brands HLDGS Inc 0.0%
Value ($000) $0 Shares 2,119 Est. Cost $30.79 Unrealized -2.9%
Etfmg Prime Junior Silver Miners ETF 0.0%
Value ($000) $0 Shares 5,401 Est. Cost $16.29 Unrealized
LOW Lowes Companies Inc 0.0%
Value ($000) $0 Shares 286 Est. Cost $138.78 Unrealized +35.6%
GBTC Grayscale Bitcoin TR BTC 0.0%
Value ($000) $0 Shares 6,795 Est. Cost $11.42 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $0 Shares 109 Est. Cost $323.62 Unrealized +49.7%
CELH Celsius Holdings Inc 0.0%
Value ($000) $0 Shares 537 Est. Cost $2.54 Unrealized +1185.9%
VLUE iShares MSCI USA Value Factor ETF 0.0%
Value ($000) $0 Shares 602 Est. Cost $100.80 Unrealized
LUV Southwest Airlines 0.0%
Value ($000) $0 Shares 1,647 Est. Cost $25.08 Unrealized +33.8%
ASML Asml HLDGS NV F Sponsored ADR 0.0%
Value ($000) $0 Shares 100 Est. Cost $406.89 Unrealized
XPEL Xpel Inc 0.0%
Value ($000) $0 Shares 887 Est. Cost $64.94 Unrealized -1.6%
TSM Taiwan Semiconductr F Sponsored ADR 0.0%
Value ($000) $0 Shares 695 Est. Cost $45.18 Unrealized
CIEN Ciena Corp 0.0%
Value ($000) $0 Shares 1,012 Est. Cost $23.29 Unrealized +94.1%
ADI Analog Devices Inc 0.0%
Value ($000) $0 Shares 304 Est. Cost $143.93 Unrealized +2.7%
MGNI Magnite Inc 0.0%
Value ($000) $0 Shares 4,736 Est. Cost $9.13 Unrealized 0.0%
GS Goldman Sachs Group 0.0%
Value ($000) $0 Shares 146 Est. Cost $229.65 Unrealized +40.0%
GSST GS Access Ultra Short Bond ETF 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $50.00 Unrealized
CMCSA Comcast Corp Class A 0.0%
Value ($000) $0 Shares 1,422 Est. Cost $34.55 Unrealized -13.0%
IWD iShares Russell 1000 Value ETF IV 0.0%
Value ($000) $0 Shares 320 Est. Cost $165.95 Unrealized
DFUV Dimensional US Marketwide Value ETF 0.0%
Value ($000) $0 Shares 1,473 Est. Cost $31.53 Unrealized
KEYS Keysight Tech Inc 0.0%
Value ($000) $0 Shares 279 Est. Cost $135.41 Unrealized +25.9%
GE General Electric Co 0.0%
Value ($000) $0 Shares 568 Est. Cost $54.54 Unrealized -11.3%
SITE Siteone Landscape Supply 0.0%
Value ($000) $0 Shares 407 Est. Cost $135.27 Unrealized -13.9%
Vizio HLDG Corp Class A 0.0%
Value ($000) $0 Shares 6,528 Est. Cost $7.41 Unrealized
TDC Teradata Corp 0.0%
Value ($000) $0 Shares 1,435 Est. Cost $49.33 Unrealized -34.8%
PFBC Preferred Bank La 0.0%
Value ($000) $0 Shares 642 Est. Cost $77.44 Unrealized -5.9%
Brookfield Infrastruct F Class A 0.0%
Value ($000) $0 Shares 1,209 Est. Cost $67.68 Unrealized
AMAT Applied Materials 0.0%
Value ($000) $0 Shares 479 Est. Cost $92.92 Unrealized +0.4%
ICLR Icon PLC F 0.0%
Value ($000) $0 Shares 242 Est. Cost $177.64 Unrealized +11.6%
HTH Hilltop Holdings Inc 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $18.65 Unrealized +52.5%
NKE Nike Inc Class B 0.0%
Value ($000) $0 Shares 373 Est. Cost $97.30 Unrealized -2.1%
IJR iShares Core S&P Small Cap ETF IV 0.0%
Value ($000) $0 Shares 450 Est. Cost $97.10 Unrealized
ET Energy Transfer LP 0.0%
Value ($000) $0 Shares 3,616 Est. Cost $13.09 Unrealized
TECK Teck Resources LTD F Class B 0.0%
Value ($000) $0 Shares 1,147 Est. Cost $26.93 Unrealized +28.5%
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $0 Shares 566 Est. Cost $14.35 Unrealized
HSBC HSBC HLDGS PLC F Sponsored ADR 0.0%
Value ($000) $0 Shares 1,311 Est. Cost $5.44 Unrealized
RTX Raytheon Technologies Co 0.0%
Value ($000) $0 Shares 408 Est. Cost $78.55 Unrealized +11.6%
WD Walker & Dunlop Inc 0.0%
Value ($000) $0 Shares 527 Est. Cost $98.91 Unrealized -23.0%
TJX TJX Companies Inc 0.0%
Value ($000) $0 Shares 514 Est. Cost $58.19 Unrealized +21.5%
OKE Oneok Inc 0.0%
Value ($000) $0 Shares 614 Est. Cost $41.14 Unrealized +27.0%
NSC Norfolk Southern Co 0.0%
Value ($000) $0 Shares 163 Est. Cost $174.99 Unrealized +26.0%
PBF P B F Energy Inc 0.0%
Value ($000) $0 Shares 968 Est. Cost $31.68 Unrealized +31.2%
LHX L3harris Technologies In 0.0%
Value ($000) $0 Shares 188 Est. Cost $187.64 Unrealized +12.5%
MRSH Marsh & MC Lennan Co 0.0%
Value ($000) $0 Shares 238 Est. Cost $138.39 Unrealized +12.7%
ARKX Ark Space Exploration Innvat ETF 0.0%
Value ($000) $0 Shares 3,109 Est. Cost $20.54 Unrealized
ARKK Ark Innovation ETF 0.0%
Value ($000) $0 Shares 1,259 Est. Cost $84.03 Unrealized
HCSG Healthcare SVC Group 0.0%
Value ($000) $0 Shares 3,245 Est. Cost $17.25 Unrealized -23.5%
DIS Walt Disney Co 0.0%
Value ($000) $0 Shares 439 Est. Cost $117.42 Unrealized -20.4%
ADM Archer Daniels Midland C 0.0%
Value ($000) $0 Shares 398 Est. Cost $80.66 Unrealized +3.7%
ACN Accenture PLC F Class A 0.0%
Value ($000) $0 Shares 139 Est. Cost $269.86 Unrealized -2.1%
MPLX MPLX LP LP 0.0%
Value ($000) $0 Shares 1,090 Est. Cost $33.03 Unrealized
Corecard Corp 0.0%
Value ($000) $0 Shares 1,236 Est. Cost $40.16 Unrealized
TGLS Tecnoglass Inc 0.0%
Value ($000) $0 Shares 1,161 Est. Cost $21.24 Unrealized +19.0%
LNG Cheniere Energy Inc 0.0%
Value ($000) $0 Shares 240 Est. Cost $139.43 Unrealized +20.0%
ARLP Alliance Resource Par LP 0.0%
Value ($000) $0 Shares 1,773 Est. Cost $20.43 Unrealized
HDEF XTRCKR MSCI EAFE HG DV YLD Eq ETF 0.0%
Value ($000) $0 Shares 1,652 Est. Cost $0.02 Unrealized
BP BP PLC F Sponsored ADR 0.0%
Value ($000) $0 Shares 1,009 Est. Cost $26.74 Unrealized
STNG Scorpio Tankers Inc F 0.0%
Value ($000) $0 Shares 633 Est. Cost $0.05 Unrealized
WPM Wheaton Precious Metal F 0.0%
Value ($000) $0 Shares 859 Est. Cost $32.95 Unrealized +6.5%
XBI SPDR S&P Biotech ETF IV 0.0%
Value ($000) $0 Shares 409 Est. Cost $104.28 Unrealized
Enlink Midstream LLC 0.0%
Value ($000) $0 Shares 2,697 Est. Cost $8.90 Unrealized
DINO HF Sinclair Corp 0.0%
Value ($000) $0 Shares 637 Est. Cost $42.61 Unrealized +18.7%
ORLY O Reilly Automotive 0.0%
Value ($000) $0 Shares 39 Est. Cost $33.48 Unrealized +60.6%
TM Toyota Motor Corp F Sponsored ADR 0.0%
Value ($000) $0 Shares 241 Est. Cost $64.93 Unrealized
AZN Astrazeneca PLC Iam Co F Sponsored ADR 0.0%
Value ($000) $0 Shares 467 Est. Cost $35.86 Unrealized
GLP Global Partners LP 0.0%
Value ($000) $0 Shares 909 Est. Cost $0.04 Unrealized
RIVN Rivian Automotive Inc Class A 0.0%
Value ($000) $0 Shares 1,750 Est. Cost $42.48 Unrealized -30.7%
NVO Novo-Nordisk A S F Sponsored ADR 0.0%
Value ($000) $0 Shares 236 Est. Cost $97.52 Unrealized
PARR Par Pacific Holdings Inc 0.0%
Value ($000) $0 Shares 1,334 Est. Cost $21.78 Unrealized 0.0%
VCIT Vanguard Intermediate Term Cor ETF 0.0%
Value ($000) $0 Shares 404 Est. Cost $17.82 Unrealized
NVS Novartis AG F Sponsored ADR 0.0%
Value ($000) $0 Shares 339 Est. Cost $4.17 Unrealized
LNT Alliant Energy Corp 0.0%
Value ($000) $0 Shares 563 Est. Cost $26.70 Unrealized +80.1%
Totalenergies Se F Sponsored ADR 0.0%
Value ($000) $0 Shares 507 Est. Cost $46.34 Unrealized
H & E Equipment Serv 0.0%
Value ($000) $0 Shares 686 Est. Cost $0.05 Unrealized
TRP TC Energy Corp F 0.0%
Value ($000) $0 Shares 770 Est. Cost $36.18 Unrealized +1.7%
IR Ingersoll Rand Inc 0.0%
Value ($000) $0 Shares 589 Est. Cost $33.69 Unrealized +51.0%
JMST JPMorgan Ultra SHRT Muncipl Incm ETF 0.0%
Value ($000) $0 Shares 587 Est. Cost $50.66 Unrealized
RY Royal Bank Of Canada F 0.0%
Value ($000) $0 Shares 324 Est. Cost $90.01 Unrealized +4.9%
SHM SPDR Nuveen Bloomberg Barclays Short Term 0.0%
Value ($000) $0 Shares 637 Est. Cost $47.27 Unrealized
YUEIY Yue Yuen Indl HLDGS F Sponsored ADR 0.0%
Value ($000) $0 Shares 4,305 Est. Cost $0.01 Unrealized
RUSHA Rush Enterprises Inc 0.0%
Value ($000) $0 Shares 567 Est. Cost $33.16 Unrealized 0.0%
SUB iShares Short Term NTNL Mun BND ETF 0.0%
Value ($000) $0 Shares 288 Est. Cost $0.10 Unrealized
DHI D R Horton Co 0.0%
Value ($000) $0 Shares 332 Est. Cost $55.90 Unrealized +39.0%
MAIN Main Street Capital 0.0%
Value ($000) $0 Shares 825 Est. Cost $32.00 Unrealized +14.2%
PLD Prologis Inc. REIT 0.0%
Value ($000) $0 Shares 269 Est. Cost $108.18 Unrealized -7.4%
ARKG Ark Genomic Revolution ETF 0.0%
Value ($000) $0 Shares 1,072 Est. Cost $67.87 Unrealized
ProShares Short QQQ ETF IV 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $13.97 Unrealized
HBRIY Harbour Energy PLC F Sponsored ADR 0.0%
Value ($000) $0 Shares 7,602 Est. Cost $0.00 Unrealized
DCP Midstream Partners LP 0.0%
Value ($000) $0 Shares 749 Est. Cost $0.04 Unrealized
RWEOY Rwe AG Ord F Sponsored ADR 0.0%
Value ($000) $0 Shares 656 Est. Cost $0.04 Unrealized
SSUMY Sumitomo Corp F Sponsored ADR 0.0%
Value ($000) $0 Shares 1,731 Est. Cost $0.02 Unrealized
Super Micro Computer 0.0%
Value ($000) $0 Shares 358 Est. Cost $0.08 Unrealized
GLPI Gaming & Leisure PPT REIT 0.0%
Value ($000) $0 Shares 542 Est. Cost $41.28 Unrealized
CRM Salesforce Com 0.0%
Value ($000) $0 Shares 214 Est. Cost $153.41 Unrealized -6.0%
DG Dollar General Corp 0.0%
Value ($000) $0 Shares 115 Est. Cost $201.92 Unrealized +15.5%
DTEGY Deutsche Telekom AG ADR 0.0%
Value ($000) $0 Shares 1,426 Est. Cost $0.02 Unrealized
OI O-I Glass Inc 0.0%
Value ($000) $0 Shares 1,689 Est. Cost $16.11 Unrealized 0.0%
TS Tenaris S A F Sponsored ADR 0.0%
Value ($000) $0 Shares 789 Est. Cost $0.04 Unrealized
CCHGY Coca Cola HBC LTD F Sponsored ADR 0.0%
Value ($000) $0 Shares 1,194 Est. Cost $0.02 Unrealized
TITN Titan Machinery Inc 0.0%
Value ($000) $0 Shares 704 Est. Cost $28.33 Unrealized +25.3%
Atlas Corp F 0.0%
Value ($000) $0 Shares 1,803 Est. Cost $0.02 Unrealized
Consol Energy Inc 0.0%
Value ($000) $0 Shares 414 Est. Cost $0.07 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $0 Shares 143 Est. Cost $194.70 Unrealized +3.1%
EBND SPDR Bloombg Emg MRKT LCL BND ETF 0.0%
Value ($000) $0 Shares 1,297 Est. Cost $0.79 Unrealized
MCY Mercury Gen Corp New 0.0%
Value ($000) $0 Shares 787 Est. Cost $33.26 Unrealized 0.0%
TTDKY T D K Corp F Sponsored ADR 0.0%
Value ($000) $0 Shares 822 Est. Cost $0.03 Unrealized
GEL Genesis Energy L P LP 0.0%
Value ($000) $0 Shares 2,600 Est. Cost $37.69 Unrealized
DE Deere & Co 0.0%
Value ($000) $0 Shares 62 Est. Cost $278.75 Unrealized +39.4%
RBCAA Republic Bancorp Class A 0.0%
Value ($000) $0 Shares 655 Est. Cost $42.76 Unrealized 0.0%
NOC Northrop Grumman Corp 0.0%
Value ($000) $0 Shares 50 Est. Cost $402.32 Unrealized +23.1%
BOKF Bok Financial Corp 0.0%
Value ($000) $0 Shares 263 Est. Cost $93.69 Unrealized 0.0%
EIG Employers Holdings Inc 0.0%
Value ($000) $0 Shares 634 Est. Cost $37.17 Unrealized 0.0%
CIVB Civista Bancshares Inc 0.0%
Value ($000) $0 Shares 1,232 Est. Cost $20.05 Unrealized 0.0%
OFG Ofg Bancorp F 0.0%
Value ($000) $0 Shares 976 Est. Cost $27.14 Unrealized +1.2%
TD Toronto-Dominion BK F 0.0%
Value ($000) $0 Shares 408 Est. Cost $61.20 Unrealized +5.6%
ADP Auto Data Processing 0.0%
Value ($000) $0 Shares 109 Est. Cost $181.34 Unrealized +26.3%
XSOE Wsdmtre Emrg MKT Ex STT Own Enter Et 0.0%
Value ($000) $0 Shares 962 Est. Cost $37.42 Unrealized
ULH Universal Logistics Holdings Inc 0.0%
Value ($000) $0 Shares 779 Est. Cost $35.01 Unrealized 0.0%
SYK Stryker Corp 0.0%
Value ($000) $0 Shares 101 Est. Cost $199.17 Unrealized +10.3%
PSLV Sprott PHYS Silver TR F Sprott Physical Silver 0.0%
Value ($000) $0 Shares 3,020 Est. Cost $6.29 Unrealized
D Dominion Energy Inc 0.0%
Value ($000) $0 Shares 408 Est. Cost $55.72 Unrealized -3.7%
VCSH Vanguard Short Term Cor BD ETF 0.0%
Value ($000) $0 Shares 335 Est. Cost $11.53 Unrealized
C Citigroup Inc 0.0%
Value ($000) $0 Shares 545 Est. Cost $43.90 Unrealized -7.6%
CBNK Capital Bancorp Inc MD 0.0%
Value ($000) $0 Shares 1,073 Est. Cost $22.70 Unrealized +1.2%
BLKB Blackbaud Inc 0.0%
Value ($000) $0 Shares 419 Est. Cost $70.21 Unrealized -20.2%
SCHP Schwab US TIPS ETF 0.0%
Value ($000) $0 Shares 486 Est. Cost $3.77 Unrealized
TXT Textron Inc 0.0%
Value ($000) $0 Shares 352 Est. Cost $26.50 Unrealized +155.4%
MCHP Microchip Technology Forward Split 0.0%
Value ($000) $0 Shares 349 Est. Cost $61.42 Unrealized +4.0%
BMO Bank Montreal Que F 0.0%
Value ($000) $0 Shares 261 Est. Cost $73.58 Unrealized +10.0%
ARKW Ark Next Generation Internet ETF 0.0%
Value ($000) $0 Shares 626 Est. Cost $79.23 Unrealized
MU Micron Technology 0.0%
Value ($000) $0 Shares 483 Est. Cost $62.97 Unrealized -14.5%
SONY Sony Group Corp F Sponsored ADR 0.0%
Value ($000) $0 Shares 313 Est. Cost $44.95 Unrealized
CALM Cal Maine Foods Inc 0.0%
Value ($000) $0 Shares 434 Est. Cost $46.20 Unrealized 0.0%
GM General Motors Co 0.0%
Value ($000) $0 Shares 711 Est. Cost $35.31 Unrealized +1.3%
TFC Truist Finl Corp 0.0%
Value ($000) $0 Shares 525 Est. Cost $37.63 Unrealized -1.5%
HCA Hca Healthcare Inc 0.0%
Value ($000) $0 Shares 96 Est. Cost $129.38 Unrealized +68.6%
WFC Wells Fargo & Co 0.0%
Value ($000) $0 Shares 564 Est. Cost $42.17 Unrealized -3.2%
REGN Regeneron Pharms Inc 0.0%
Value ($000) $0 Shares 31 Est. Cost $582.38 Unrealized +26.0%
TBLA Taboola Com LTD F 0.0%
Value ($000) $0 Shares 7,027 Est. Cost $2.12 Unrealized 0.0%
QVMT Invesco S&P 500 Enhanced Value ETF 0.0%
Value ($000) $0 Shares 548 Est. Cost $39.26 Unrealized
FS Energy & Power Fund Advisory 0.0%
Value ($000) $0 Shares 5,414 Est. Cost $4.06 Unrealized
GLDM SPDR Gold Minishares Etv 0.0%
Value ($000) $0 Shares 589 Est. Cost $38.66 Unrealized
GTY Getty Realty Corp REIT 0.0%
Value ($000) $0 Shares 625 Est. Cost $0.03 Unrealized
ROP Roper Technologies 0.0%
Value ($000) $0 Shares 48 Est. Cost $395.28 Unrealized +2.2%
VRTX Vertex Pharmaceutica 0.0%
Value ($000) $0 Shares 73 Est. Cost $257.80 Unrealized +18.2%
MOD Modine Manufacturing 0.0%
Value ($000) $0 Shares 1,071 Est. Cost $18.57 Unrealized 0.0%
PUBGY Publicis S A New F Sponsored ADR 0.0%
Value ($000) $0 Shares 1,330 Est. Cost $0.02 Unrealized
BABA Alibaba Group HLDG LTD F Sponsored ADR 0.0%
Value ($000) $0 Shares 233 Est. Cost $153.25 Unrealized
Eaton Vance Tax Man GL D 0.0%
Value ($000) $0 Shares 2,828 Est. Cost $9.83 Unrealized
ALLE Allegion Public LTD F 0.0%
Value ($000) $0 Shares 200 Est. Cost $43.71 Unrealized +128.9%
AMP Ameriprise Finl 0.0%
Value ($000) $0 Shares 66 Est. Cost $214.93 Unrealized +35.8%
PAA Plains All American P LP 0.0%
Value ($000) $0 Shares 1,740 Est. Cost $31.03 Unrealized
ANDE Andersons Inc 0.0%
Value ($000) $0 Shares 571 Est. Cost $33.61 Unrealized 0.0%
EOG Eog Resources Inc 0.0%
Value ($000) $0 Shares 152 Est. Cost $71.03 Unrealized +65.9%
EXR Extra Space Storage REIT 0.0%
Value ($000) $0 Shares 135 Est. Cost $133.04 Unrealized +4.7%
VRSN Verisign Inc 0.0%
Value ($000) $0 Shares 97 Est. Cost $202.81 Unrealized -6.3%
LITE Lumentum Holdings Inc 0.0%
Value ($000) $0 Shares 375 Est. Cost $24.51 Unrealized +150.7%
CDNS Cadence Design SYS 0.0%
Value ($000) $0 Shares 123 Est. Cost $156.57 Unrealized +2.1%
SPGI S&P Global Inc 0.0%
Value ($000) $0 Shares 61 Est. Cost $373.44 Unrealized -14.0%
Lab Co Of Amer HLDG 0.0%
Value ($000) $0 Shares 83 Est. Cost $199.18 Unrealized
Cohen And Steers Infrast 0.0%
Value ($000) $0 Shares 848 Est. Cost $27.73 Unrealized
PWR Quanta Services Inc 0.0%
Value ($000) $0 Shares 143 Est. Cost $136.02 Unrealized +3.9%
Qiagen N V F 0.0%
Value ($000) $0 Shares 400 Est. Cost $52.50 Unrealized
PEG Pub SVC Enterpise GP 0.0%
Value ($000) $0 Shares 324 Est. Cost $44.83 Unrealized +16.3%
ARCC Ares Capital Corp 0.0%
Value ($000) $0 Shares 1,093 Est. Cost $13.82 Unrealized +0.3%
PPLT Aberdeen Standard Platinum ETF IV 0.0%
Value ($000) $0 Shares 200 Est. Cost $90.00 Unrealized
PGR Progressive Co Ohio 0.0%
Value ($000) $0 Shares 151 Est. Cost $103.20 Unrealized +12.1%
SMNEY Siemens Energy AG F Unsponsored ADR 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $11.00 Unrealized
PSEC Prospect Capital Co 0.0%
Value ($000) $0 Shares 2,756 Est. Cost $4.64 Unrealized -0.2%
HSY Hershey Co 0.0%
Value ($000) $0 Shares 82 Est. Cost $160.13 Unrealized +32.5%
AMLP Alerian MLP ETF 0.0%
Value ($000) $0 Shares 506 Est. Cost $0.04 Unrealized
ETN Eaton Corp PLC F 0.0%
Value ($000) $0 Shares 124 Est. Cost $134.44 Unrealized +9.3%
Alliancebernstein GLB High Inc 0.0%
Value ($000) $0 Shares 2,016 Est. Cost $9.54 Unrealized
VRSK Verisk Analytics Inc Class A 0.0%
Value ($000) $0 Shares 109 Est. Cost $180.26 Unrealized -4.5%
GIS General Mills Inc 0.0%
Value ($000) $0 Shares 226 Est. Cost $50.24 Unrealized +45.2%
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $0 Shares 774 Est. Cost $20.44 Unrealized
IQV Iqvia Holdings Inc 0.0%
Value ($000) $0 Shares 89 Est. Cost $172.75 Unrealized +17.4%
CAT Caterpillar Inc 0.0%
Value ($000) $0 Shares 77 Est. Cost $148.98 Unrealized +38.7%
Nuveen Municipal Credit 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $14.00 Unrealized
AON Aon PLC F Class A 0.0%
Value ($000) $0 Shares 60 Est. Cost $281.72 Unrealized +1.4%
HPQ HP Inc. 0.0%
Value ($000) $0 Shares 632 Est. Cost $18.00 Unrealized +36.4%
BTI Brit Amer Tobacco F Sponsored ADR 0.0%
Value ($000) $0 Shares 421 Est. Cost $40.55 Unrealized
Nuveen Amt Free MNCPL CR 0.0%
Value ($000) $0 Shares 1,394 Est. Cost $16.51 Unrealized
CLW Clearwater Paper Corp 0.0%
Value ($000) $0 Shares 461 Est. Cost $38.98 Unrealized 0.0%
CIBR First Trust Nasdaq CYBRSCRTY ETF 0.0%
Value ($000) $0 Shares 429 Est. Cost $48.41 Unrealized
BLDP Ballard Power SYS F 0.0%
Value ($000) $0 Shares 3,500 Est. Cost $9.71 Unrealized -41.6%
VTRS Viatris Inc 0.0%
Value ($000) $0 Shares 1,523 Est. Cost $10.97 Unrealized -17.4%
PFG Principal Finl 0.0%
Value ($000) $0 Shares 199 Est. Cost $42.02 Unrealized +82.3%
WDAY Workday Inc Class A 0.0%
Value ($000) $0 Shares 100 Est. Cost $277.65 Unrealized -43.8%
SLV iShares Silver Trust ETF IV 0.0%
Value ($000) $0 Shares 775 Est. Cost $22.48 Unrealized
Unilever PLC F Sponsored ADR 0.0%
Value ($000) $0 Shares 339 Est. Cost $50.88 Unrealized
PYPL Paypal Holdings Incorpor 0.0%
Value ($000) $0 Shares 219 Est. Cost $106.21 Unrealized -24.8%
EQIX Equinix Inc REIT 0.0%
Value ($000) $0 Shares 24 Est. Cost $638.52 Unrealized -9.3%
OLN Olin Corp 0.0%
Value ($000) $0 Shares 306 Est. Cost $46.53 Unrealized +6.5%
Canadian Pac Railway F 0.0%
Value ($000) $0 Shares 217 Est. Cost $58.50 Unrealized
ALSMY Alstom SA F Sponsored ADR 0.0%
Value ($000) $0 Shares 6,700 Est. Cost $1.64 Unrealized
MDT Medtronic PLC F 0.0%
Value ($000) $0 Shares 204 Est. Cost $96.67 Unrealized -24.0%
MCO Moodys Corp 0.0%
Value ($000) $0 Shares 56 Est. Cost $269.79 Unrealized -1.3%
MOS The Mosaic Co 0.0%
Value ($000) $0 Shares 376 Est. Cost $22.77 Unrealized +99.0%
BIDU Baidu Inc 0.0%
Value ($000) $0 Shares 138 Est. Cost $121.57 Unrealized
WMB Williams Companies 0.0%
Value ($000) $0 Shares 478 Est. Cost $17.50 Unrealized +61.4%
BK Bank Of NY Mellon Co 0.0%
Value ($000) $0 Shares 319 Est. Cost $40.00 Unrealized -1.9%
FANG Diamondback Energy 0.0%
Value ($000) $0 Shares 109 Est. Cost $41.26 Unrealized +210.2%
EWC iShares MSCI Canada ETF 0.0%
Value ($000) $0 Shares 470 Est. Cost $40.11 Unrealized
Crestwood Equity Part LP 0.0%
Value ($000) $0 Shares 568 Est. Cost $20.02 Unrealized
FNDX Schwab Fundamental US Large Co ETF 0.0%
Value ($000) $0 Shares 280 Est. Cost $8.54 Unrealized
IHE iShares US Pharmaceuticals ETF 0.0%
Value ($000) $0 Shares 81 Est. Cost $176.81 Unrealized
DVN Devon Energy Corp 0.0%
Value ($000) $0 Shares 236 Est. Cost $13.60 Unrealized +336.3%
RCL Royal Caribbean Group F 0.0%
Value ($000) $0 Shares 302 Est. Cost $62.21 Unrealized -17.2%
CNI Canadian Natl Railwy F 0.0%
Value ($000) $0 Shares 129 Est. Cost $107.27 Unrealized +4.6%
AMT Amern Tower Corp REIT 0.0%
Value ($000) $0 Shares 72 Est. Cost $216.20 Unrealized -13.6%
PH Parker-Hannifin Corp 0.0%
Value ($000) $0 Shares 52 Est. Cost $280.91 Unrealized -1.9%
HEFA iShares Currency Hedg MSCI EAFE ETF 0.0%
Value ($000) $0 Shares 559 Est. Cost $35.33 Unrealized
CTAS Cintas Corp 0.0%
Value ($000) $0 Shares 30 Est. Cost $76.26 Unrealized +38.0%
DD DuPont De Nemours Inc 0.0%
Value ($000) $0 Shares 201 Est. Cost $28.11 Unrealized -11.1%
ADRZY Andritz AG F Unsponsored ADR 0.0%
Value ($000) $0 Shares 1,259 Est. Cost $0.01 Unrealized
BSX Boston Scientific Co 0.0%
Value ($000) $0 Shares 311 Est. Cost $42.37 Unrealized +2.2%
PRMRF Paramount Res F 0.0%
Value ($000) $0 Shares 650 Est. Cost $9.51 Unrealized -1.0%
ALC Alcon Inc F 0.0%
Value ($000) $0 Shares 206 Est. Cost $62.50 Unrealized +1.0%
Encore Wire Corp 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.14 Unrealized
SHOP Shopify Inc F Class A 0.0%
Value ($000) $0 Shares 406 Est. Cost $36.01 Unrealized -5.2%
Aberdeen Asia Pacific In 0.0%
Value ($000) $0 Shares 5,417 Est. Cost $4.21 Unrealized
MSCI MSCI Inc 0.0%
Value ($000) $0 Shares 30 Est. Cost $386.82 Unrealized +16.0%
ARKQ Ark Autonomous Tech RBTCS ETF 0.0%
Value ($000) $0 Shares 352 Est. Cost $65.74 Unrealized
A Agilent Technologies 0.0%
Value ($000) $0 Shares 95 Est. Cost $104.73 Unrealized +33.4%
PUK Prudential PLC 0.0%
Value ($000) $0 Shares 493 Est. Cost $0.03 Unrealized
WIT Wipro LTD F Sponsored ADR 0.0%
Value ($000) $0 Shares 3,100 Est. Cost $5.16 Unrealized
SNSR Global X Internet Of Things ETF 0.0%
Value ($000) $0 Shares 500 Est. Cost $36.00 Unrealized
Kellogg Co 0.0%
Value ($000) $0 Shares 202 Est. Cost $55.08 Unrealized +10.6%
SYY Sysco Corp 0.0%
Value ($000) $0 Shares 179 Est. Cost $53.60 Unrealized +37.9%
ITW Illinois Tool Works 0.0%
Value ($000) $0 Shares 65 Est. Cost $163.14 Unrealized +21.1%
Doubleline Yield Opportu 0.0%
Value ($000) $0 Shares 1,101 Est. Cost $18.05 Unrealized
Doubleline Income Soluti 0.0%
Value ($000) $0 Shares 1,278 Est. Cost $16.76 Unrealized
YUM Yum Brands Inc 0.0%
Value ($000) $0 Shares 110 Est. Cost $101.49 Unrealized +12.4%
ZTS Zoetis Inc Class A 0.0%
Value ($000) $0 Shares 89 Est. Cost $191.86 Unrealized -25.4%
CVLG Covenant Logistics Group Class A 0.0%
Value ($000) $0 Shares 388 Est. Cost $14.42 Unrealized +20.3%
DEO Diageo PLC F Sponsored ADR 0.0%
Value ($000) $0 Shares 73 Est. Cost $102.88 Unrealized
ING ING Groep NV 0.0%
Value ($000) $0 Shares 1,033 Est. Cost $9.98 Unrealized
KR Kroger Co 0.0%
Value ($000) $0 Shares 288 Est. Cost $35.78 Unrealized +19.8%
QSR Restaurant Brands F 0.0%
Value ($000) $0 Shares 204 Est. Cost $55.02 Unrealized +11.7%
ON On Semiconductor Co 0.0%
Value ($000) $0 Shares 206 Est. Cost $44.37 Unrealized +50.3%
NOW Service Now Inc 0.0%
Value ($000) $0 Shares 33 Est. Cost $96.98 Unrealized -19.4%
CTVA Corteva Inc 0.0%
Value ($000) $0 Shares 224 Est. Cost $45.60 Unrealized +34.1%
MTD Mettler Toledo Intl 0.0%
Value ($000) $0 Shares 8 Est. Cost $1271.21 Unrealized +5.3%
HAL Halliburton Co HLDG 0.0%
Value ($000) $0 Shares 317 Est. Cost $24.38 Unrealized +35.3%
WLKP Westlake Chemical Par LP 0.0%
Value ($000) $0 Shares 500 Est. Cost $28.00 Unrealized
WEC W E C Energy Group Inc 0.0%
Value ($000) $0 Shares 132 Est. Cost $55.64 Unrealized +48.7%
GRID First Trust Nasdaq Clean Edge ETF 0.0%
Value ($000) $0 Shares 132 Est. Cost $90.91 Unrealized
MPT Medical Properties REIT 0.0%
Value ($000) $0 Shares 1,060 Est. Cost $20.87 Unrealized
PNC PNC Finl Services 0.0%
Value ($000) $0 Shares 77 Est. Cost $127.74 Unrealized +9.0%
JBL Jabil Inc 0.0%
Value ($000) $0 Shares 177 Est. Cost $60.32 Unrealized +8.7%
SNY Sanofi S A F Sponsored ADR 0.0%
Value ($000) $0 Shares 242 Est. Cost $47.33 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $0 Shares 279 Est. Cost $31.14 Unrealized +13.0%
ECL Ecolab Inc 0.0%
Value ($000) $0 Shares 80 Est. Cost $168.27 Unrealized -15.7%
AM Antero Midstream Corp 0.0%
Value ($000) $0 Shares 1,084 Est. Cost $8.56 Unrealized 0.0%
ARTY Ishare Robot Artif Intel Multsec ETF 0.0%
Value ($000) $0 Shares 485 Est. Cost $42.22 Unrealized
CBOE CBOE Global MKTS Inc 0.0%
Value ($000) $0 Shares 97 Est. Cost $107.95 Unrealized +10.4%
Pioneer Natural Res 0.0%
Value ($000) $0 Shares 50 Est. Cost $171.45 Unrealized
Nuveen Dividend Advantag 0.0%
Value ($000) $0 Shares 899 Est. Cost $0.01 Unrealized
Eaton Vance Tax MGD DVF 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $10.00 Unrealized
BlackRock Muniyield Qual 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $13.00 Unrealized
EL Estee Lauder Co Inc Class A 0.0%
Value ($000) $0 Shares 43 Est. Cost $189.72 Unrealized +11.2%
ETSY Etsy Inc 0.0%
Value ($000) $0 Shares 90 Est. Cost $144.18 Unrealized -20.6%
TLT iShares 20 PLS Year Treasury BND ETF 0.0%
Value ($000) $0 Shares 107 Est. Cost $105.97 Unrealized
COR Amerisourcebergen Corp 0.0%
Value ($000) $0 Shares 67 Est. Cost $87.01 Unrealized +76.4%
NEM Newmont Corp 0.0%
Value ($000) $0 Shares 237 Est. Cost $54.50 Unrealized -25.1%
NDAQ Nasdaq Inc 0.0%
Value ($000) $0 Shares 186 Est. Cost $50.20 Unrealized +18.7%
ARKF Ark Fintech Innovation ETF 0.0%
Value ($000) $0 Shares 774 Est. Cost $40.81 Unrealized
Activision Blizzard 0.0%
Value ($000) $0 Shares 146 Est. Cost $71.54 Unrealized
Sila Realty Trust Inc CL Ass A 0.0%
Value ($000) $0 Shares 1,368 Est. Cost $8.04 Unrealized
WBD Warner Brothers Discover 0.0%
Value ($000) $0 Shares 1,135 Est. Cost $18.55 Unrealized -39.1%
MDLZ Mondelez Intl Class A 0.0%
Value ($000) $0 Shares 170 Est. Cost $50.19 Unrealized +15.6%
RIO Rio Tinto PLC F Sponsored ADR 0.0%
Value ($000) $0 Shares 161 Est. Cost $69.66 Unrealized
LVMUY LVMH Moet Hennessy Lou F Sponsored ADR 0.0%
Value ($000) $0 Shares 73 Est. Cost $123.29 Unrealized
HUM Humana Inc 0.0%
Value ($000) $0 Shares 21 Est. Cost $362.65 Unrealized +40.1%
DXCM Dexcom Inc 0.0%
Value ($000) $0 Shares 84 Est. Cost $86.95 Unrealized +26.3%
SIL Global X Silver Miners ETF 0.0%
Value ($000) $0 Shares 355 Est. Cost $41.58 Unrealized
GD General Dynamics Co 0.0%
Value ($000) $0 Shares 41 Est. Cost $212.69 Unrealized +7.6%
FNDE Schwab Funda Emg MKTS Large Com ETF 0.0%
Value ($000) $0 Shares 389 Est. Cost $5.30 Unrealized
SCHZ Schwab US Aggregate Bond ETF 0.0%
Value ($000) $0 Shares 209 Est. Cost $53.62 Unrealized
FNDF Schwab Fundamental Inl Large Com ETF 0.0%
Value ($000) $0 Shares 341 Est. Cost $5.57 Unrealized
FNDA Schwab Fundamental US Small Com ETF 0.0%
Value ($000) $0 Shares 210 Est. Cost $8.81 Unrealized
DBC Invesco DB Commodity Index Tracking Fund 0.0%
Value ($000) $0 Shares 412 Est. Cost $23.63 Unrealized
KIM Kimco Realty Corp REIT 0.0%
Value ($000) $0 Shares 488 Est. Cost $17.91 Unrealized +0.7%
ROST Ross Stores Inc 0.0%
Value ($000) $0 Shares 83 Est. Cost $103.02 Unrealized -4.4%
HLT Hilton Worldwide HLD 0.0%
Value ($000) $0 Shares 80 Est. Cost $136.28 Unrealized -4.2%
BBY Best Buy Inc 0.0%
Value ($000) $0 Shares 121 Est. Cost $76.99 Unrealized -17.9%
CHD Church & Dwight Co 0.0%
Value ($000) $0 Shares 128 Est. Cost $78.22 Unrealized -5.5%
ENPH Enphase Energy Inc 0.0%
Value ($000) $0 Shares 36 Est. Cost $227.72 Unrealized +27.8%
CFG Citizens Finl Group Inc 0.0%
Value ($000) $0 Shares 257 Est. Cost $35.56 Unrealized -4.6%
EBAY eBay Inc 0.0%
Value ($000) $0 Shares 249 Est. Cost $45.18 Unrealized -13.7%
HPE Hewlett Packard Enterpri 0.0%
Value ($000) $0 Shares 632 Est. Cost $10.94 Unrealized +23.2%
EW Edwards Lifesciences 0.0%
Value ($000) $0 Shares 134 Est. Cost $95.71 Unrealized -19.5%
AVAV Aerovironment Inc 0.0%
Value ($000) $0 Shares 120 Est. Cost $88.85 Unrealized -3.7%
SEDG Solaredge Tech 0.0%
Value ($000) $0 Shares 36 Est. Cost $274.65 Unrealized -3.4%
WEN Wendys Co 0.0%
Value ($000) $0 Shares 425 Est. Cost $5.79 Unrealized +268.6%
AZO Autozone Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $1420.49 Unrealized +70.1%
TSCO Tractor Supply Comp 0.0%
Value ($000) $0 Shares 45 Est. Cost $36.85 Unrealized +9.1%
ADBE Adobe Inc 0.0%
Value ($000) $0 Shares 31 Est. Cost $335.42 Unrealized -4.6%
AFL Aflac Inc. 0.0%
Value ($000) $0 Shares 144 Est. Cost $56.42 Unrealized +10.8%
WY Weyerhaeuser Co REIT 0.0%
Value ($000) $0 Shares 305 Est. Cost $33.97 Unrealized -18.9%
CTSH Cognizant Tech Solu Class A 0.0%
Value ($000) $0 Shares 164 Est. Cost $60.27 Unrealized -7.6%
WTW Willis Towers Watson P F 0.0%
Value ($000) $0 Shares 36 Est. Cost $196.38 Unrealized +11.6%
TCEHY Tencent Holdings F Unsponsored ADR 0.0%
Value ($000) $0 Shares 213 Est. Cost $32.86 Unrealized
HAS Hasbro Inc 0.0%
Value ($000) $0 Shares 150 Est. Cost $70.02 Unrealized -22.5%
XLU Select Sector Uti Select SPDR ETF IV 0.0%
Value ($000) $0 Shares 125 Est. Cost $70.16 Unrealized
RELX Relx PLC F Sponsored ADR 0.0%
Value ($000) $0 Shares 321 Est. Cost $25.87 Unrealized
SAP SAP Se F Sponsored ADR 0.0%
Value ($000) $0 Shares 83 Est. Cost $124.73 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $0 Shares 65 Est. Cost $139.95 Unrealized +6.3%
Invesco QLTY Mun Incm TR Sbi 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $12.00 Unrealized
IYE iShares US Energy ETF IV 0.0%
Value ($000) $0 Shares 185 Est. Cost $16.22 Unrealized
SBAC S B A Communications Class A 0.0%
Value ($000) $0 Shares 32 Est. Cost $289.80 Unrealized -9.1%
ZBRA Zebra Technologies Class A 0.0%
Value ($000) $0 Shares 34 Est. Cost $259.97 Unrealized -0.6%
SMFG Sumitomo Mitsui Finl00 F Sponsored ADR 0.0%
Value ($000) $0 Shares 1,131 Est. Cost $7.06 Unrealized
CNQ Canadian Natural Res F 0.0%
Value ($000) $0 Shares 161 Est. Cost $25.60 Unrealized -1.9%
RITM New Residential Inve REIT 0.0%
Value ($000) $0 Shares 1,077 Est. Cost $10.67 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $0 Shares 67 Est. Cost $68.96 Unrealized +88.0%
Nuveen Amt Free Quality 0.0%
Value ($000) $0 Shares 833 Est. Cost $12.91 Unrealized
AEP Amer Electric PWR Co 0.0%
Value ($000) $0 Shares 90 Est. Cost $81.58 Unrealized -0.8%
Nuveen Select Tax-Free I 0.0%
Value ($000) $0 Shares 666 Est. Cost $16.52 Unrealized
OXY Occidental Petrol Co 0.0%
Value ($000) $0 Shares 135 Est. Cost $53.13 Unrealized +21.8%
Ansys Inc 0.0%
Value ($000) $0 Shares 39 Est. Cost $288.86 Unrealized
ENB Enbridge Inc F 0.0%
Value ($000) $0 Shares 220 Est. Cost $32.07 Unrealized -0.7%
CARR Carrier Global Corp 0.0%
Value ($000) $0 Shares 209 Est. Cost $43.21 Unrealized -10.0%
SCHH Charles Schwab US REIT ETF 0.0%
Value ($000) $0 Shares 394 Est. Cost $2.19 Unrealized
BCE Bce Inc F 0.0%
Value ($000) $0 Shares 181 Est. Cost $35.06 Unrealized +1.0%
VIOV Vanguard S&P Small Cap 600 Value ETF 0.0%
Value ($000) $0 Shares 50 Est. Cost $87.42 Unrealized
BKNG Booking Holdings Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $2013.60 Unrealized -7.3%
EXPE Expedia Group Inc. 0.0%
Value ($000) $0 Shares 88 Est. Cost $124.31 Unrealized -24.5%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $0 Shares 101 Est. Cost $71.94 Unrealized -2.5%
MAA Mid America Apartment Co REIT 0.0%
Value ($000) $0 Shares 48 Est. Cost $151.89 Unrealized -9.3%
FXZ First Trust Materials Alphadex ETF 0.0%
Value ($000) $0 Shares 131 Est. Cost $71.62 Unrealized
FE Firstenergy Corp 0.0%
Value ($000) $0 Shares 181 Est. Cost $33.99 Unrealized +1.1%
PREKF Prairiesky RTY LTD F 0.0%
Value ($000) $0 Shares 500 Est. Cost $13.50 Unrealized +15.0%
PHM Pultegroup Inc 0.0%
Value ($000) $0 Shares 179 Est. Cost $46.37 Unrealized -11.5%
PPL PPL Corp 0.0%
Value ($000) $0 Shares 268 Est. Cost $19.20 Unrealized +28.4%
Magellan Midstream Pa LP 0.0%
Value ($000) $0 Shares 166 Est. Cost $54.22 Unrealized
ROK Rockwell Automation 0.0%
Value ($000) $0 Shares 32 Est. Cost $212.85 Unrealized +11.8%
QQQ Invesco QQQ Trust 0.0%
Value ($000) $0 Shares 27 Est. Cost $72.42 Unrealized
IGSB iShares TR Is 1-5 YR In GR CR BD ETF 0.0%
Value ($000) $0 Shares 137 Est. Cost $51.09 Unrealized
FNV Franco Nevada Corp F 0.0%
Value ($000) $0 Shares 48 Est. Cost $126.47 Unrealized +1.4%
MGA Magna Intl Inc F 0.0%
Value ($000) $0 Shares 120 Est. Cost $70.94 Unrealized -29.5%
LYB Lyondellbasell Inds F Class A 0.0%
Value ($000) $0 Shares 79 Est. Cost $71.46 Unrealized -7.1%
Lucid Group Inc 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $38.00 Unrealized
TAK Takeda Pharmaceutical Co LTD 0.0%
Value ($000) $0 Shares 450 Est. Cost $13.23 Unrealized
AWK American Water Works 0.0%
Value ($000) $0 Shares 48 Est. Cost $126.85 Unrealized +6.3%
DOV Dover Corp 0.0%
Value ($000) $0 Shares 51 Est. Cost $126.81 Unrealized +0.8%
AME Ametek Inc 0.0%
Value ($000) $0 Shares 49 Est. Cost $105.22 Unrealized +23.4%
Noble Absolute Return ETF 0.0%
Value ($000) $0 Shares 250 Est. Cost $0.03 Unrealized
NTR Nutrien LTD F 0.0%
Value ($000) $0 Shares 90 Est. Cost $57.18 Unrealized +24.4%
ALL Allstate Corp 0.0%
Value ($000) $0 Shares 51 Est. Cost $107.17 Unrealized +13.3%
CMG Chipotle Mexican GRL 0.0%
Value ($000) $0 Shares 5 Est. Cost $24.47 Unrealized +22.1%
EQR Equity Residential REIT 0.0%
Value ($000) $0 Shares 124 Est. Cost $62.17 Unrealized -12.0%
AES Aes Corp 0.0%
Value ($000) $0 Shares 255 Est. Cost $15.02 Unrealized +57.0%
VICI Vici Properties Inc 0.0%
Value ($000) $0 Shares 215 Est. Cost $26.39 Unrealized +2.2%
WAT Waters Corp 0.0%
Value ($000) $0 Shares 20 Est. Cost $271.20 Unrealized +16.7%
MRVL Marvell Technology Inc 0.0%
Value ($000) $0 Shares 188 Est. Cost $68.22 Unrealized -40.9%
RWM ProShares Short Russell 2000 ETF IV 0.0%
Value ($000) $0 Shares 300 Est. Cost $25.56 Unrealized
PSA Public Storage REIT 0.0%
Value ($000) $0 Shares 24 Est. Cost $266.82 Unrealized -3.9%
DGX Quest Diagnostic Inc 0.0%
Value ($000) $0 Shares 47 Est. Cost $121.07 Unrealized +11.7%
SCHA Schwab US Small Cap ETF 0.0%
Value ($000) $0 Shares 184 Est. Cost $16.89 Unrealized
SPG Simon PPTY Group REIT 0.0%
Value ($000) $0 Shares 56 Est. Cost $89.29 Unrealized +4.7%
RWR SPDR Dow Jones REIT ETF IV 0.0%
Value ($000) $0 Shares 85 Est. Cost $105.44 Unrealized
TELFY Telefonica S A F Sponsored ADR 0.0%
Value ($000) $0 Shares 1,749 Est. Cost $0.69 Unrealized
AVY Avery Dennison Corp 0.0%
Value ($000) $0 Shares 34 Est. Cost $154.92 Unrealized +8.6%
Techtarget Inc 0.0%
Value ($000) $0 Shares 126 Est. Cost $79.37 Unrealized
TRV Travelers Companies 0.0%
Value ($000) $0 Shares 33 Est. Cost $149.94 Unrealized +12.9%
TDG Transdigm Group Inc 0.0%
Value ($000) $0 Shares 9 Est. Cost $386.85 Unrealized +30.2%
COIN Coinbase Global Inc 0.0%
Value ($000) $0 Shares 159 Est. Cost $257.42 Unrealized -79.5%
ED Consolidated Edison 0.0%
Value ($000) $0 Shares 68 Est. Cost $72.67 Unrealized +12.4%
CEG Constellation Energy Cor 0.0%
Value ($000) $0 Shares 68 Est. Cost $51.42 Unrealized +70.6%
WAB Wabtec 0.0%
Value ($000) $0 Shares 63 Est. Cost $65.42 Unrealized +43.6%
Iveric Bio Inc 0.0%
Value ($000) $0 Shares 300 Est. Cost $16.67 Unrealized
MBB iShares MBS ETF 0.0%
Value ($000) $0 Shares 62 Est. Cost $100.08 Unrealized
STLA Stellantis Ord 0.0%
Value ($000) $0 Shares 399 Est. Cost $10.03 Unrealized
VAMO Cambria Value And Momentum ETF 0.0%
Value ($000) $0 Shares 235 Est. Cost $25.53 Unrealized
TPR Tapestry Inc 0.0%
Value ($000) $0 Shares 154 Est. Cost $35.28 Unrealized -11.0%
IAU iShares Gold Trust 0.0%
Value ($000) $0 Shares 166 Est. Cost $17.99 Unrealized
JEPI JPMorgan Equity Premium Income ETF 0.0%
Value ($000) $0 Shares 113 Est. Cost $53.10 Unrealized
IP Interntnl Paper 0.0%
Value ($000) $0 Shares 168 Est. Cost $35.41 Unrealized -15.3%
ULTA Ulta Beauty Inc. 0.0%
Value ($000) $0 Shares 12 Est. Cost $302.82 Unrealized +42.4%
JBHT J B Hunt Transport 0.0%
Value ($000) $0 Shares 33 Est. Cost $173.48 Unrealized -2.5%
ETHE Grayscale Ethereum Com U 0.0%
Value ($000) $0 Shares 1,276 Est. Cost $8.88 Unrealized
Discover Finl S 0.0%
Value ($000) $0 Shares 59 Est. Cost $39.16 Unrealized
MAR Marriott Intl Inc Class A 0.0%
Value ($000) $0 Shares 39 Est. Cost $158.58 Unrealized -5.9%
VALE Vale SA 0.0%
Value ($000) $0 Shares 374 Est. Cost $0.02 Unrealized
FCX Freeport-Mcmoran Inc 0.0%
Value ($000) $0 Shares 160 Est. Cost $37.02 Unrealized -9.6%
GRMN Garmin LTD F 0.0%
Value ($000) $0 Shares 69 Est. Cost $112.99 Unrealized -26.8%
NOK Nokia Corp F Sponsored ADR 0.0%
Value ($000) $0 Shares 1,295 Est. Cost $4.60 Unrealized
CBRE Cbre Group Inc Class A 0.0%
Value ($000) $0 Shares 82 Est. Cost $62.21 Unrealized +18.7%
OGN Organon & Co 0.0%
Value ($000) $0 Shares 197 Est. Cost $26.93 Unrealized -18.4%
OMC Omnicom Group Inc 0.0%
Value ($000) $0 Shares 69 Est. Cost $62.87 Unrealized +6.1%
Hess Corp 0.0%
Value ($000) $0 Shares 44 Est. Cost $88.58 Unrealized
XLE Energy Select Sector SPDR ETF IV 0.0%
Value ($000) $0 Shares 66 Est. Cost $50.67 Unrealized
EVRG Evergy Inc 0.0%
Value ($000) $0 Shares 97 Est. Cost $54.28 Unrealized -3.3%
BN Brookfield Corp F Class A 0.0%
Value ($000) $0 Shares 193 Est. Cost $21.90 Unrealized 0.0%
ODFL Old Dominion Freight 0.0%
Value ($000) $0 Shares 21 Est. Cost $98.16 Unrealized +42.2%
PAYC Paycom Software Inc 0.0%
Value ($000) $0 Shares 20 Est. Cost $338.49 Unrealized -6.6%
NGG NTNL Grid PLC F Sponsored ADR 0.0%
Value ($000) $0 Shares 94 Est. Cost $42.66 Unrealized
BDX Becton Dickinson&co 0.0%
Value ($000) $0 Shares 20 Est. Cost $234.51 Unrealized -4.8%
COF Capital One FC 0.0%
Value ($000) $0 Shares 50 Est. Cost $138.76 Unrealized -32.9%
CF CF Industries HLDG 0.0%
Value ($000) $0 Shares 62 Est. Cost $74.83 Unrealized +26.3%
APH Amphenol Corp Class A 0.0%
Value ($000) $0 Shares 69 Est. Cost $35.05 Unrealized +4.9%
HST Host Hotels & Resort 0.0%
Value ($000) $0 Shares 317 Est. Cost $12.44 Unrealized +17.8%
CHTR Charter Communicatn Class A 0.0%
Value ($000) $0 Shares 16 Est. Cost $524.28 Unrealized -33.0%
FMC F M C Corp 0.0%
Value ($000) $0 Shares 42 Est. Cost $95.65 Unrealized +13.3%
CCJ Cameco Corp F 0.0%
Value ($000) $0 Shares 200 Est. Cost $23.23 Unrealized +0.4%
AJG Arthur J Gallagher&c 0.0%
Value ($000) $0 Shares 25 Est. Cost $144.02 Unrealized +26.1%
SAN Banco Santander S A F Sponsored ADR 0.0%
Value ($000) $0 Shares 1,659 Est. Cost $0.38 Unrealized
MNST Monster Beverage Corpora 0.0%
Value ($000) $0 Shares 54 Est. Cost $46.61 Unrealized +3.9%
WRB W R Berkley Corp 0.0%
Value ($000) $0 Shares 75 Est. Cost $35.58 Unrealized +25.1%
Aptiv PLC F 0.0%
Value ($000) $0 Shares 57 Est. Cost $48.73 Unrealized
NVR N V R Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $3065.87 Unrealized +43.4%
Cooper Companies 0.0%
Value ($000) $0 Shares 15 Est. Cost $266.67 Unrealized
SRUUF Sprott Physical Uraniu F 0.0%
Value ($000) $0 Shares 400 Est. Cost $12.50 Unrealized
ZBH Zimmer Biomet HLDGS 0.0%
Value ($000) $0 Shares 37 Est. Cost $106.96 Unrealized +5.5%
URTH iShares MSCI World ETF 0.0%
Value ($000) $0 Shares 45 Est. Cost $0.11 Unrealized
SAR Saratoga Invt Corp 0.0%
Value ($000) $0 Shares 181 Est. Cost $27.60 Unrealized -13.5%
HYLB Xtrackers Usd High Yield Cor BND ETF 0.0%
Value ($000) $0 Shares 150 Est. Cost $7.44 Unrealized
BKLN Invesco Senior Loan ETF 0.0%
Value ($000) $0 Shares 250 Est. Cost $0.02 Unrealized
KNSL Kinsale Capital Group In 0.0%
Value ($000) $0 Shares 20 Est. Cost $181.13 Unrealized +58.4%
L Loews Corp 0.0%
Value ($000) $0 Shares 85 Est. Cost $55.70 Unrealized -1.0%
IFF Intl Flavors& Fragra 0.0%
Value ($000) $0 Shares 48 Est. Cost $106.04 Unrealized -15.2%
SCHC Schwab Internatnal Small Cap Eqy ETF 0.0%
Value ($000) $0 Shares 158 Est. Cost $7.32 Unrealized
IAGG iShares Interntinl Aggrgt BND ETF 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.05 Unrealized
FNDC Schwab Fundamental Intl Smal Com ETF 0.0%
Value ($000) $0 Shares 173 Est. Cost $7.35 Unrealized
STT State Street Corp 0.0%
Value ($000) $0 Shares 52 Est. Cost $54.86 Unrealized +20.5%
DAL Delta Air Lines Inc Del 0.0%
Value ($000) $0 Shares 114 Est. Cost $37.32 Unrealized -13.6%
GT Goodyear Tire Rubber 0.0%
Value ($000) $0 Shares 400 Est. Cost $19.90 Unrealized -45.1%
DBA Invesco DB Agriculture Fund 0.0%
Value ($000) $0 Shares 200 Est. Cost $20.00 Unrealized
LVS Las Vegas Sands Corp 0.0%
Value ($000) $0 Shares 85 Est. Cost $36.67 Unrealized +10.5%
LEN Lennar Corp 0.0%
Value ($000) $0 Shares 41 Est. Cost $69.41 Unrealized +11.7%
HBAN Huntington Bancshs 0.0%
Value ($000) $0 Shares 288 Est. Cost $11.45 Unrealized +9.1%
MFC Manulife Finl F 0.0%
Value ($000) $0 Shares 198 Est. Cost $16.33 Unrealized +4.4%
LIT Global X Lithium Battery Tech ETF 0.0%
Value ($000) $0 Shares 61 Est. Cost $81.97 Unrealized
Rivernorth Doublline STR 0.0%
Value ($000) $0 Shares 500 Est. Cost $17.69 Unrealized
PIMCO Municipal Income I 0.0%
Value ($000) $0 Shares 400 Est. Cost $13.43 Unrealized
BMRN Biomarin Pharmaceutl 0.0%
Value ($000) $0 Shares 35 Est. Cost $79.27 Unrealized +18.4%
RACE Ferrari N V F 0.0%
Value ($000) $0 Shares 19 Est. Cost $201.88 Unrealized +2.1%
BR Broadridge Finl Solu 0.0%
Value ($000) $0 Shares 31 Est. Cost $139.56 Unrealized -3.6%
BWA Borg Warner Inc 0.0%
Value ($000) $0 Shares 107 Est. Cost $32.56 Unrealized 0.0%
QLTA iShares Aaa A Rated Cor Bond ETF IV 0.0%
Value ($000) $0 Shares 82 Est. Cost $60.98 Unrealized
FDX Fedex Corp 0.0%
Value ($000) $0 Shares 21 Est. Cost $235.55 Unrealized -34.2%
USHY iShares Broad Usd HG YLD CRP BND ETF 0.0%
Value ($000) $0 Shares 108 Est. Cost $37.04 Unrealized
IX Orix Corp F Sponsored ADR 0.0%
Value ($000) $0 Shares 52 Est. Cost $0.08 Unrealized
IUSV iShares Core S&P US Value ETF 0.0%
Value ($000) $0 Shares 54 Est. Cost $74.07 Unrealized
BUD Anheuser Busch Inbev S F Sponsored ADR 0.0%
Value ($000) $0 Shares 61 Est. Cost $55.44 Unrealized
VTWV Vanguard Russell 2000 Value ETF IV 0.0%
Value ($000) $0 Shares 31 Est. Cost $0.13 Unrealized
DOW Dow Inc 0.0%
Value ($000) $0 Shares 70 Est. Cost $43.27 Unrealized -6.4%
PIMCO Dynamic Income CF 0.0%
Value ($000) $0 Shares 200 Est. Cost $25.51 Unrealized
EFX Equifax Inc 0.0%
Value ($000) $0 Shares 22 Est. Cost $176.60 Unrealized +1.2%
ALGN Align Technology Inc 0.0%
Value ($000) $0 Shares 20 Est. Cost $291.75 Unrealized -31.4%
PRU Prudential Finl 0.0%
Value ($000) $0 Shares 36 Est. Cost $89.54 Unrealized -3.2%
O Realty Incm Corp REIT 0.0%
Value ($000) $0 Shares 68 Est. Cost $54.90 Unrealized -4.9%
MOH Molina Healthcare 0.0%
Value ($000) $0 Shares 11 Est. Cost $315.77 Unrealized +7.6%
MSTR Microstrategy Inc Class A 0.0%
Value ($000) $0 Shares 30 Est. Cost $39.00 Unrealized -47.6%
SNA Snap On Inc 0.0%
Value ($000) $0 Shares 19 Est. Cost $177.78 Unrealized +17.1%
FTV Fortive Corp Disc 00500 0.0%
Value ($000) $0 Shares 55 Est. Cost $43.54 Unrealized +9.8%
ABNB Airbnb Inc Class A 0.0%
Value ($000) $0 Shares 44 Est. Cost $153.77 Unrealized -34.3%
WELL Welltower Inc REIT 0.0%
Value ($000) $0 Shares 59 Est. Cost $66.08 Unrealized -9.8%
BNS Bank Nova Scotia F 0.0%
Value ($000) $0 Shares 85 Est. Cost $44.15 Unrealized -6.0%
AOS Smith A O 0.0%
Value ($000) $0 Shares 55 Est. Cost $45.92 Unrealized +15.1%
NET Cloudflare Inc Class A 0.0%
Value ($000) $0 Shares 77 Est. Cost $43.98 Unrealized +12.5%
SWKS Skyworks Solutions 0.0%
Value ($000) $0 Shares 28 Est. Cost $115.81 Unrealized -29.9%
VMware Inc Class A 0.0%
Value ($000) $0 Shares 25 Est. Cost $115.08 Unrealized
ATO Atmos Energy Corp 0.0%
Value ($000) $0 Shares 27 Est. Cost $98.28 Unrealized +3.5%
GTR Wisdomtree Target Range ETF 0.0%
Value ($000) $0 Shares 125 Est. Cost $24.00 Unrealized
SICPQ Silvergate Cap Corp 0.0%
Value ($000) $0 Shares 200 Est. Cost $100.58 Unrealized -60.6%
BOH Bank Of Hawaii Corp 0.0%
Value ($000) $0 Shares 35 Est. Cost $73.12 Unrealized -8.9%
TDY Teledyne Technologie 0.0%
Value ($000) $0 Shares 7 Est. Cost $424.73 Unrealized -8.3%
CLX Clorox Co 0.0%
Value ($000) $0 Shares 18 Est. Cost $135.36 Unrealized -5.6%
FTNT Fortinet Inc 0.0%
Value ($000) $0 Shares 53 Est. Cost $59.62 Unrealized -12.6%
AZTA Azenta Inc 0.0%
Value ($000) $0 Shares 54 Est. Cost $96.72 Unrealized -47.1%
SCHG Schwab US Large Cap Growth ETF 0.0%
Value ($000) $0 Shares 56 Est. Cost $127.78 Unrealized
MHK Mohawk Industries 0.0%
Value ($000) $0 Shares 32 Est. Cost $112.24 Unrealized -12.6%
Juniper Networks Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost $20.00 Unrealized
KRO Kronos Worldwide Inc 0.0%
Value ($000) $0 Shares 328 Est. Cost $12.10 Unrealized -34.4%
KKR KKR & Co Inc 0.0%
Value ($000) $0 Shares 57 Est. Cost $26.76 Unrealized +77.7%
FRMO Frmo Corp 0.0%
Value ($000) $0 Shares 341 Est. Cost $8.75 Unrealized +4.8%
TROW T Rowe Price Group 0.0%
Value ($000) $0 Shares 28 Est. Cost $101.72 Unrealized -4.2%
HII Huntington Ingalls 0.0%
Value ($000) $0 Shares 14 Est. Cost $195.74 Unrealized +12.2%
DRI Darden Restaurants 0.0%
Value ($000) $0 Shares 20 Est. Cost $124.90 Unrealized +1.1%
CURLF Curaleaf Holdings Inc F 0.0%
Value ($000) $0 Shares 803 Est. Cost $5.72 Unrealized -2.5%
KMI Kinder Morgan Inc 0.0%
Value ($000) $0 Shares 149 Est. Cost $11.26 Unrealized +34.8%
STE Steris PLC F 0.0%
Value ($000) $0 Shares 15 Est. Cost $144.84 Unrealized +18.0%
IDXX Idexx Labs Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost $435.35 Unrealized -10.8%
KLAC Kla Corp 0.0%
Value ($000) $0 Shares 7 Est. Cost $333.53 Unrealized +1.3%
HAUZ Xtrackers Inter Real Est ETF 0.0%
Value ($000) $0 Shares 126 Est. Cost $0.02 Unrealized
UI Ubiquiti Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $176.19 Unrealized +68.9%
GSK GlaxoSmithKline PLC F Sponsored ADR 0.0%
Value ($000) $0 Shares 84 Est. Cost $31.91 Unrealized
SAIA Saia Inc 0.0%
Value ($000) $0 Shares 16 Est. Cost $226.77 Unrealized -3.9%
CAJPY Canon Inc 0.0%
Value ($000) $0 Shares 135 Est. Cost $21.20 Unrealized
CHE Chemed Corp 0.0%
Value ($000) $0 Shares 5 Est. Cost $472.75 Unrealized +1.8%
PANW Palo Alto Networks 0.0%
Value ($000) $0 Shares 24 Est. Cost $87.29 Unrealized -8.0%
HWM Howmet Aerospace Inc 0.0%
Value ($000) $0 Shares 70 Est. Cost $33.77 Unrealized +6.9%
PKG Packaging Corp Of Am 0.0%
Value ($000) $0 Shares 25 Est. Cost $105.38 Unrealized +8.4%
ICLN iShares Global Clean Energy ETF 0.0%
Value ($000) $0 Shares 150 Est. Cost $20.00 Unrealized
AEE Ameren Corp 0.0%
Value ($000) $0 Shares 35 Est. Cost $73.00 Unrealized +4.3%
INFL Horizon Kinetics Inflat Benefici ETF 0.0%
Value ($000) $0 Shares 100 Est. Cost $30.00 Unrealized
FRCB First Republic Bank 0.0%
Value ($000) $0 Shares 26 Est. Cost $163.73 Unrealized -25.7%
VB Vanguard Small Cap ETF 0.0%
Value ($000) $0 Shares 12 Est. Cost $250.00 Unrealized
IEI iShares 3-7 Year Trery Bond ETF 0.0%
Value ($000) $0 Shares 20 Est. Cost $150.00 Unrealized
PENN Penn NTNL Gaming 0.0%
Value ($000) $0 Shares 54 Est. Cost $28.93 Unrealized +12.1%
NI Nisource Inc 00500 0.0%
Value ($000) $0 Shares 64 Est. Cost $21.80 Unrealized +8.7%
FIS Fidelity Natl Info 0.0%
Value ($000) $0 Shares 25 Est. Cost $103.00 Unrealized -36.5%
EG Everest Re Group LTD 0.0%
Value ($000) $0 Shares 7 Est. Cost $295.65 Unrealized 0.0%
HRL Hormel Foods Corp 0.0%
Value ($000) $0 Shares 48 Est. Cost $43.77 Unrealized -4.3%
OGE O G E Energy CP HLDG 0.0%
Value ($000) $0 Shares 53 Est. Cost $33.72 Unrealized +12.5%
RVTY Perkinelmer Inc 0.0%
Value ($000) $0 Shares 16 Est. Cost $155.67 Unrealized -14.2%
HMC Honda Motor Co LTD F Sponsored ADR 0.0%
Value ($000) $0 Shares 89 Est. Cost $24.65 Unrealized
Etfmg Alternative Harvest ETF 0.0%
Value ($000) $0 Shares 376 Est. Cost $13.57 Unrealized
NWL Newell Brands Inc 0.0%
Value ($000) $0 Shares 177 Est. Cost $11.55 Unrealized +2.5%
DTE Dte Energy Co 0.0%
Value ($000) $0 Shares 13 Est. Cost $113.38 Unrealized -10.5%
BIO Bio-Rad Labs Inc Class A 0.0%
Value ($000) $0 Shares 5 Est. Cost $631.91 Unrealized -36.1%
EIX Edison Interntnl 0.0%
Value ($000) $0 Shares 26 Est. Cost $53.19 Unrealized 0.0%
ETR Entergy Corp 0.0%
Value ($000) $0 Shares 21 Est. Cost $41.27 Unrealized +18.4%
VNQI Vanguard Glbal Ex US Real Est ETF IV 0.0%
Value ($000) $0 Shares 48 Est. Cost $16.08 Unrealized
VGT Vanguard Information Technolo ETF IV 0.0%
Value ($000) $0 Shares 6 Est. Cost $500.00 Unrealized
CE Celanese Corp 0.0%
Value ($000) $0 Shares 18 Est. Cost $143.56 Unrealized -34.2%
Canoo Inc Class A 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $6.75 Unrealized
EPAM Epam Systems Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $373.16 Unrealized -8.9%
VNQ Vanguard Real Estate ETF IV 0.0%
Value ($000) $0 Shares 20 Est. Cost $105.22 Unrealized
BCS Barclays PLC F Sponsored ADR 0.0%
Value ($000) $0 Shares 210 Est. Cost $6.84 Unrealized
DOC Healthpeak PPTYS Inc REIT 0.0%
Value ($000) $0 Shares 71 Est. Cost $22.00 Unrealized -8.6%
ICVT iShares Convertible Bond ETF 0.0%
Value ($000) $0 Shares 25 Est. Cost $80.00 Unrealized
HRB Block H & R Incorp 0.0%
Value ($000) $0 Shares 42 Est. Cost $21.32 Unrealized +73.5%
JKHY Henry Jack & Assoc 0.0%
Value ($000) $0 Shares 10 Est. Cost $150.81 Unrealized +17.5%
Tellurian Investments In 0.0%
Value ($000) $0 Shares 1,200 Est. Cost $3.89 Unrealized
NL N L Industries Inc 0.0%
Value ($000) $0 Shares 315 Est. Cost $6.67 Unrealized -13.6%
POST Post Holdings Inc 0.0%
Value ($000) $0 Shares 24 Est. Cost $73.76 Unrealized +20.9%
PPG PPG Industries Inc 0.0%
Value ($000) $0 Shares 18 Est. Cost $140.97 Unrealized -18.8%
BKR Baker Hughes Co. Class A 0.0%
Value ($000) $0 Shares 52 Est. Cost $25.32 Unrealized +1.3%
PRI Primerica Inc 0.0%
Value ($000) $0 Shares 17 Est. Cost $157.89 Unrealized -11.8%
MAS Masco Corp 0.0%
Value ($000) $0 Shares 50 Est. Cost $45.49 Unrealized 0.0%
RS Reliance STL & Alumi 0.0%
Value ($000) $0 Shares 9 Est. Cost $162.45 Unrealized +22.5%
MMM 3M Co 0.0%
Value ($000) $0 Shares 18 Est. Cost $107.38 Unrealized -15.6%
WEX Wex Inc 0.0%
Value ($000) $0 Shares 11 Est. Cost $205.03 Unrealized -24.1%
Westrock Co 0.0%
Value ($000) $0 Shares 46 Est. Cost $31.13 Unrealized
HIG Hartford Finl SVC GP 0.0%
Value ($000) $0 Shares 27 Est. Cost $60.35 Unrealized +12.1%
SCI Service Corp Intl 0.0%
Value ($000) $0 Shares 26 Est. Cost $60.00 Unrealized +11.0%
SFTBY Softbank Group Corp F Sponsored ADR 0.0%
Value ($000) $0 Shares 116 Est. Cost $17.24 Unrealized
TDTT Flexshares iBoxx 3 YR TIPS Idx ETF 0.0%
Value ($000) $0 Shares 70 Est. Cost $28.57 Unrealized
VMC Vulcan Materials Com 0.0%
Value ($000) $0 Shares 9 Est. Cost $159.06 Unrealized +4.9%
FPE First Trust Preferred Sec Income ETF 0.0%
Value ($000) $0 Shares 100 Est. Cost $20.00 Unrealized
TER Teradyne Inc 0.0%
Value ($000) $0 Shares 18 Est. Cost $84.55 Unrealized 0.0%
CPRT Copart Inc 0.0%
Value ($000) $0 Shares 26 Est. Cost $29.20 Unrealized +2.5%
THO Thor Industries Inc 0.0%
Value ($000) $0 Shares 29 Est. Cost $115.44 Unrealized -35.0%
CAG Conagra Brands Inc 0.0%
Value ($000) $0 Shares 62 Est. Cost $26.79 Unrealized +15.6%
CRON Cronos Group Inc F 0.0%
Value ($000) $0 Shares 925 Est. Cost $7.23 Unrealized -59.4%
DPZ Dominos Pizza Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $399.22 Unrealized -16.3%
IWV iShares Russell 3000 ETF IV 0.0%
Value ($000) $0 Shares 8 Est. Cost $125.00 Unrealized
SYF Synchrony Finl 0.0%
Value ($000) $0 Shares 60 Est. Cost $25.79 Unrealized +23.6%
STCE Schwab Crypto Thematic ETF 0.0%
Value ($000) $0 Shares 100 Est. Cost $20.00 Unrealized
UBER Uber Technologies Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost $35.99 Unrealized -24.0%
UBS UBS Group AG F 0.0%
Value ($000) $0 Shares 133 Est. Cost $18.41 Unrealized -7.6%
UDR Udr Inc. REIT 0.0%
Value ($000) $0 Shares 47 Est. Cost $45.64 Unrealized -23.9%
EEM iShares MSCI Emerging Markets ETF IV 0.0%
Value ($000) $0 Shares 57 Est. Cost $43.47 Unrealized
URI United Rentals Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost $243.90 Unrealized +30.5%
LSCC Lattice Semiconductr 0.0%
Value ($000) $0 Shares 29 Est. Cost $68.97 Unrealized
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $0 Shares 27 Est. Cost $63.51 Unrealized
United States Natural Gas Etv 0.0%
Value ($000) $0 Shares 120 Est. Cost $9.60 Unrealized
LRGR Luminar Media GP Inc 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $0.02 Unrealized +2.1%
RAAX Vaneck Inflation Allocation ETF 0.0%
Value ($000) $0 Shares 100 Est. Cost $20.00 Unrealized
MTB M & T Bank Corp 0.0%
Value ($000) $0 Shares 13 Est. Cost $152.95 Unrealized -3.4%
M Macys Inc 0.0%
Value ($000) $0 Shares 77 Est. Cost $21.87 Unrealized -6.4%
STM Stmicroelectronics NV F Sponsored ADR 0.0%
Value ($000) $0 Shares 54 Est. Cost $29.41 Unrealized
MARA Marathon Digital HLDGS I 0.0%
Value ($000) $0 Shares 590 Est. Cost $40.57 Unrealized -79.3%
SWK Stanley Black & Deck 0.0%
Value ($000) $0 Shares 30 Est. Cost $68.87 Unrealized 0.0%
GFOF Grayscale Future Of Finance ETF 0.0%
Value ($000) $0 Shares 300 Est. Cost $26.67 Unrealized
RPM RPM Interntnl 0.0%
Value ($000) $0 Shares 17 Est. Cost $84.21 Unrealized +15.2%
PFFD Global X U.S. Preferred ETF 0.0%
Value ($000) $0 Shares 123 Est. Cost $0.02 Unrealized
JCI Johnson Controls Inter F 0.0%
Value ($000) $0 Shares 32 Est. Cost $58.95 Unrealized -2.1%
URA Global X Uranium ETF 0.0%
Value ($000) $0 Shares 50 Est. Cost $20.00 Unrealized
TIP iShares TIPS Bond ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $125.00 Unrealized
IYR iShares U.S. Real Estate ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $125.00 Unrealized
WH Wyndham Hotels & Resorts 0.0%
Value ($000) $0 Shares 9 Est. Cost $66.95 Unrealized +5.6%
JEPQ J P Morgan Nasdaq EQT PRM Inc ETF IV 0.0%
Value ($000) $0 Shares 20 Est. Cost $50.00 Unrealized
JAZZ Jazz Pharmaceutical F 0.0%
Value ($000) $0 Shares 4 Est. Cost $146.56 Unrealized 0.0%
JD JD Com Inc F Sponsored ADR 0.0%
Value ($000) $0 Shares 25 Est. Cost $52.52 Unrealized
Wolfspeed Inc 0.0%
Value ($000) $0 Shares 9 Est. Cost $111.11 Unrealized
IRDM Iridium Communications I 0.0%
Value ($000) $0 Shares 11 Est. Cost $43.34 Unrealized +15.8%
PBW Invesco Wilderhill Clean Energy ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost $27.88 Unrealized
KBR KBR Inc 0.0%
Value ($000) $0 Shares 21 Est. Cost $37.75 Unrealized +27.4%
PCY Invesco Emerging Markets Sovereign Debt ETF 0.0%
Value ($000) $0 Shares 32 Est. Cost $31.25 Unrealized
KNX Knight Swift Transportat Class A 0.0%
Value ($000) $0 Shares 14 Est. Cost $47.26 Unrealized +5.2%
LAMR Lamar Advertising Co0050 REIT 0.0%
Value ($000) $0 Shares 7 Est. Cost $0.14 Unrealized
ICE Intercontinental Exc 0.0%
Value ($000) $0 Shares 13 Est. Cost $98.43 Unrealized -3.0%
LDOS Leidos Holdings Inc 0.0%
Value ($000) $0 Shares 8 Est. Cost $98.49 Unrealized -0.0%
LHC Group Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $200.00 Unrealized
Life Storage Inc 0.0%
Value ($000) $0 Shares 15 Est. Cost $133.33 Unrealized
LISMF Lithium South Dev Corp F 0.0%
Value ($000) $0 Shares 2,500 Est. Cost $0.37 Unrealized -1.8%
LYV Live Nation Entertainment Inc 0.0%
Value ($000) $0 Shares 16 Est. Cost $89.57 Unrealized -17.3%
LULU Lululemon Athletica 0.0%
Value ($000) $0 Shares 3 Est. Cost $339.50 Unrealized -3.1%
IDA Idacorp Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $100.24 Unrealized +3.4%
LYFT LYFT Inc Class A 0.0%
Value ($000) $0 Shares 72 Est. Cost $33.65 Unrealized -64.2%
MANH Manhattan Associates 0.0%
Value ($000) $0 Shares 7 Est. Cost $133.19 Unrealized -7.7%
RSG Republic Services 0.0%
Value ($000) $0 Shares 9 Est. Cost $116.47 Unrealized +10.1%
CACI C A C I Inc Class A 0.0%
Value ($000) $0 Shares 4 Est. Cost $257.98 Unrealized +13.0%
REXR Rexford Indl Realty REIT 0.0%
Value ($000) $0 Shares 26 Est. Cost $38.46 Unrealized
DLR Digital Realty Trust REIT 0.0%
Value ($000) $0 Shares 5 Est. Cost $119.22 Unrealized -23.5%
DXC D X C Technology Co 0050 0.0%
Value ($000) $0 Shares 54 Est. Cost $49.72 Unrealized -44.1%
CW Curtiss Wright Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $129.81 Unrealized +27.1%
CFR Cullen Frost Bankers 0.0%
Value ($000) $0 Shares 7 Est. Cost $71.80 Unrealized +79.0%
CUBE Cubesmart TRS Inc. REIT 0.0%
Value ($000) $0 Shares 17 Est. Cost $0.06 Unrealized
MDYV SPDR S&P 400 Mid Cap Value ETF 0.0%
Value ($000) $0 Shares 17 Est. Cost $67.52 Unrealized
LOPE Grand Canyon Educa 0.0%
Value ($000) $0 Shares 10 Est. Cost $87.08 Unrealized +14.5%
GPRO Gopro Inc Class A 0.0%
Value ($000) $0 Shares 200 Est. Cost $26.76 Unrealized -80.4%
STLD Steel Dynamics Inc 0.0%
Value ($000) $0 Shares 13 Est. Cost $59.61 Unrealized +53.9%
Store Capital Corp REIT 0.0%
Value ($000) $0 Shares 20 Est. Cost $26.98 Unrealized
RUN Sunrun Inc. 0.0%
Value ($000) $0 Shares 25 Est. Cost $47.52 Unrealized -43.8%
SYNA Synaptics Inc 0.0%
Value ($000) $0 Shares 11 Est. Cost $163.98 Unrealized -41.4%
G Genpact Limited F 0.0%
Value ($000) $0 Shares 12 Est. Cost $40.35 Unrealized +7.8%
GMAB Genmab A/S F Sponsored ADR 0.0%
Value ($000) $0 Shares 12 Est. Cost $30.30 Unrealized
TSN Tyson Foods Inc Class A 0.0%
Value ($000) $0 Shares 11 Est. Cost $71.81 Unrealized -18.8%
UGI U G I Corp 0.0%
Value ($000) $0 Shares 15 Est. Cost $44.99 Unrealized -19.7%
FULT Fulton Finl Corp Pa 0.0%
Value ($000) $0 Shares 37 Est. Cost $12.81 Unrealized +19.3%
UTHR United Therapeutics 0.0%
Value ($000) $0 Shares 4 Est. Cost $190.45 Unrealized +32.5%
Univar Solutions Inc 0.0%
Value ($000) $0 Shares 37 Est. Cost $27.03 Unrealized
UNM Unum Group 0.0%
Value ($000) $0 Shares 29 Est. Cost $36.05 Unrealized +16.2%
ANGL Vaneck Fallen Angel High Yield Bond ETF 0.0%
Value ($000) $0 Shares 20 Est. Cost $50.00 Unrealized
VFH Vanguard Financials ETF IV 0.0%
Value ($000) $0 Shares 16 Est. Cost $90.44 Unrealized
CZR Caesars Entmt Inc New 0.0%
Value ($000) $0 Shares 34 Est. Cost $44.53 Unrealized 0.0%
VWO Vanguard FTSE Emerging Mark ETF IV 0.0%
Value ($000) $0 Shares 13 Est. Cost $0.08 Unrealized
YUMC Yum China Holdings Inc 0.0%
Value ($000) $0 Shares 14 Est. Cost $45.14 Unrealized +12.6%
C R H PLC Co F Sponsored ADR 0.0%
Value ($000) $0 Shares 22 Est. Cost $51.49 Unrealized
CDW CDW Corp 0.0%
Value ($000) $0 Shares 4 Est. Cost $162.84 Unrealized +3.7%
BAM Brookfiled Asset Manag F Class A 0.0%
Value ($000) $0 Shares 47 Est. Cost $27.10 Unrealized 0.0%
PINS Pinterest Inc Class A 0.0%
Value ($000) $0 Shares 45 Est. Cost $69.72 Unrealized -65.8%
EQT EQT Corp 0.0%
Value ($000) $0 Shares 43 Est. Cost $19.23 Unrealized +99.0%
BKH Black Hills Corp 0.0%
Value ($000) $0 Shares 8 Est. Cost $56.46 Unrealized +2.8%
ES Eversource Energy 0.0%
Value ($000) $0 Shares 15 Est. Cost $76.33 Unrealized -9.6%
FICO Fair Isaac Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $433.25 Unrealized +21.4%
FERG1GBX Ferguson PLC New F 0.0%
Value ($000) $0 Shares 5 Est. Cost $90.91 Unrealized
FHN First Horizon Corp 0.0%
Value ($000) $0 Shares 28 Est. Cost $15.45 Unrealized +39.3%
BRBR Bellring Brands Inc 0.0%
Value ($000) $0 Shares 25 Est. Cost $25.08 Unrealized -4.1%
BAX Baxter Interntnl 0.0%
Value ($000) $0 Shares 12 Est. Cost $76.33 Unrealized -35.0%
FALN iShares Fallen Angels Usd Bond ETF 0.0%
Value ($000) $0 Shares 50 Est. Cost $20.00 Unrealized
Amedisys Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $250.00 Unrealized
NLST Netlist Inc 0.0%
Value ($000) $0 Shares 670 Est. Cost $3.13 Unrealized -46.2%
NXST Nexstar Media Group 0.0%
Value ($000) $0 Shares 3 Est. Cost $154.88 Unrealized 0.0%
NTRS Northern Trust Corp 0.0%
Value ($000) $0 Shares 14 Est. Cost $84.11 Unrealized -6.2%
OKTA Okta Inc Class A 0.0%
Value ($000) $0 Shares 16 Est. Cost $115.13 Unrealized -50.4%
OHI Omega Healthcare Investors Inc 0.0%
Value ($000) $0 Shares 19 Est. Cost $0.05 Unrealized
CNP Centerpoint Energy Inc 0.0%
Value ($000) $0 Shares 38 Est. Cost $14.87 Unrealized +80.1%
Paladin Energy LTD Ord F 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $0.33 Unrealized
PLTR Palantir Technologies In Class A 0.0%
Value ($000) $0 Shares 200 Est. Cost $17.89 Unrealized -57.6%
PEN Penumbra Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $195.51 Unrealized 0.0%
CASY Caseys Gen Stores 0.0%
Value ($000) $0 Shares 3 Est. Cost $183.81 Unrealized +21.7%
PIFYF Pine Cliff Energy F 0.0%
Value ($000) $0 Shares 500 Est. Cost $1.00 Unrealized -5.6%
BLDR Builders Firstsource 0.0%
Value ($000) $0 Shares 17 Est. Cost $71.56 Unrealized -12.7%
MBC Masterbrand Inc 0.0%
Value ($000) $0 Shares 137 Est. Cost $8.19 Unrealized 0.0%
TREX Trex Co Inc 0.0%
Value ($000) $0 Shares 15 Est. Cost $95.25 Unrealized -52.3%
VYX NCR Corp 0.0%
Value ($000) $0 Shares 36 Est. Cost $27.33 Unrealized -51.3%
TU Telus Corp F 0.0%
Value ($000) $0 Shares 32 Est. Cost $20.65 Unrealized 0.0%
ASH Ashland Global Holdings 0.0%
Value ($000) $0 Shares 10 Est. Cost $80.80 Unrealized +22.0%
NNN Natl Retail PPTY REIT 0.0%
Value ($000) $0 Shares 13 Est. Cost $76.92 Unrealized
XLC Communicat SVS SLCT Sec SPDR ETF 0.0%
Value ($000) $0 Shares 17 Est. Cost $58.82 Unrealized
TEAM Atlassian Corp Class A 0.0%
Value ($000) $0 Shares 4 Est. Cost $159.19 Unrealized 0.0%
WCN Waste Connections In F 0.0%
Value ($000) $0 Shares 5 Est. Cost $126.61 Unrealized +5.3%
TAP Molson Coors Beverage CL Class B 0.0%
Value ($000) $0 Shares 26 Est. Cost $48.62 Unrealized -4.5%
Tortoise Energy Infrastr 0.0%
Value ($000) $0 Shares 29 Est. Cost $0.03 Unrealized
TTEK Tetra Tech Inc 0.0%
Value ($000) $0 Shares 8 Est. Cost $25.16 Unrealized +14.9%
FSLR First Solar Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $71.18 Unrealized +108.2%
ASAPQ Waitr HLDGS Inc 0.0%
Value ($000) $0 Shares 2,431 Est. Cost $1.87 Unrealized 0.0%
WSO Watsco Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $286.30 Unrealized -8.2%
XLI Select Sector Industrial SPDR ETF IV 0.0%
Value ($000) $0 Shares 11 Est. Cost $99.17 Unrealized
SRLN SPDR Blackstone Senior Loan ETF 0.0%
Value ($000) $0 Shares 25 Est. Cost $48.78 Unrealized
HR Healthcare Realty Trust Class A 0.0%
Value ($000) $0 Shares 31 Est. Cost $0.03 Unrealized
MTZ Mastec Inc 0.0%
Value ($000) $0 Shares 13 Est. Cost $108.58 Unrealized -24.5%
MRCY Mercury Systems Inc 0.0%
Value ($000) $0 Shares 21 Est. Cost $69.11 Unrealized -31.6%
HALO Halozyme Therapeutic 0.0%
Value ($000) $0 Shares 11 Est. Cost $36.04 Unrealized +42.1%
AVB Avalonbay CMNTYS Inc REIT 0.0%
Value ($000) $0 Shares 8 Est. Cost $191.03 Unrealized -20.6%
XLY SPDR Fund Consumer Discre Sel ETF IV 0.0%
Value ($000) $0 Shares 8 Est. Cost $142.24 Unrealized
ACM Aecom 0.0%
Value ($000) $0 Shares 15 Est. Cost $62.86 Unrealized +21.3%
WSM Williams-Sonoma Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $70.13 Unrealized -19.3%
XLP SPDR Fund Consumer Staples ETF IV 0.0%
Value ($000) $0 Shares 7 Est. Cost $142.86 Unrealized
RLI R L I Corp 0.0%
Value ($000) $0 Shares 7 Est. Cost $45.30 Unrealized +20.7%
PKX Posco F Sponsored ADR 0.0%
Value ($000) $0 Shares 17 Est. Cost $35.64 Unrealized
SHG Shinhan Finl Group Co F Sponsored ADR 0.0%
Value ($000) $0 Shares 35 Est. Cost $27.17 Unrealized
WTFC Wintrust Finl 0.0%
Value ($000) $0 Shares 9 Est. Cost $78.14 Unrealized +13.0%
REG Regency Centers Corp REIT 0.0%
Value ($000) $0 Shares 21 Est. Cost $51.60 Unrealized +4.4%
VC Visteon Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost $108.18 Unrealized +22.5%
RF Regions Finl Co 0.0%
Value ($000) $0 Shares 33 Est. Cost $18.66 Unrealized +0.7%
Teekay Corp F 0.0%
Value ($000) $0 Shares 298 Est. Cost $3.36 Unrealized
FOXA Fox Corp Class A 0.0%
Value ($000) $0 Shares 18 Est. Cost $35.36 Unrealized -17.1%
BBD Banco Bradesco SA 0.0%
Value ($000) $0 Shares 289 Est. Cost $3.69 Unrealized
RIG Transocean Inc New F 0.0%
Value ($000) $0 Shares 242 Est. Cost $7.88 Unrealized -51.1%
ASB Associated Banc-Corp 0.0%
Value ($000) $0 Shares 10 Est. Cost $20.28 Unrealized 0.0%
QRVO Qorvo Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $184.45 Unrealized -51.0%
Wilhelmina Intl 0.0%
Value ($000) $0 Shares 71 Est. Cost Unrealized
ACIW Aci Worldwide Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost $21.54 Unrealized 0.0%
ACHC Acadia Healthcare Co 0.0%
Value ($000) $0 Shares 4 Est. Cost $74.84 Unrealized +10.1%
RGA Reinsurance Group Of America Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $127.84 Unrealized +9.2%
Aurora Cannabis Inc F 0.0%
Value ($000) $0 Shares 217 Est. Cost $8.43 Unrealized
AGCO Agco Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $94.09 Unrealized +18.7%
HE Hawaiian Electric Industries Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $38.60 Unrealized 0.0%
TOL Toll Brothers Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $46.36 Unrealized -0.8%
BLD Topbuild Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $159.10 Unrealized 0.0%
WDC Western Digital Corp 0.0%
Value ($000) $0 Shares 9 Est. Cost $32.27 Unrealized -18.6%
THG Hanover Insurance 0.0%
Value ($000) $0 Shares 2 Est. Cost $126.58 Unrealized +1.9%
MASI Masimo Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $139.94 Unrealized -1.7%
ONLN ProShares Online Retail ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
HAE Haemonetics Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $71.80 Unrealized +11.9%
SLAB Silicon Laboratories 0.0%
Value ($000) $0 Shares 1 Est. Cost $131.44 Unrealized 0.0%
ASCC Aristocrat Group Co 0.0%
Value ($000) $0 Shares 20 Est. Cost $0.04 Unrealized -23.2%
SSD Simpson Manufactrg 0.0%
Value ($000) $0 Shares 2 Est. Cost $94.13 Unrealized -9.4%
GO Grocery Outlet Holding C 0.0%
Value ($000) $0 Shares 7 Est. Cost $25.68 Unrealized +22.2%
MUX Mcewen MNG Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $3.45 Unrealized +34.9%
VOYA Voya Finl Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $58.40 Unrealized +2.5%
FTS Fortis Inc F 0.0%
Value ($000) $0 Shares 3 Est. Cost $34.63 Unrealized 0.0%
PCH Potlatch Corp REIT 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
Foot Locker Inc 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
FLR Fluor Corp 0.0%
Value ($000) $0 Shares 5 Est. Cost $21.28 Unrealized +50.0%
AVT Avnet Inc 0.0%
Value ($000) $0 Shares 8 Est. Cost $37.23 Unrealized +2.8%
WRBY Warby Parker Inc Class A 0.0%
Value ($000) $0 Shares 30 Est. Cost $53.77 Unrealized -71.6%
Avid Bioservices Inc 0.0%
Value ($000) $0 Shares 32 Est. Cost Unrealized
TDOC Teladoc Inc 0.0%
Value ($000) $0 Shares 9 Est. Cost $111.41 Unrealized -75.8%
PII Polaris Industries 0.0%
Value ($000) $0 Shares 3 Est. Cost $103.59 Unrealized +0.6%
Aspen Technology Inc New 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
SGI Tempur Sealy Interntnl I 0.0%
Value ($000) $0 Shares 14 Est. Cost $30.08 Unrealized 0.0%
VOD Vodafone Group F Sponsored ADR 0.0%
Value ($000) $0 Shares 45 Est. Cost $16.52 Unrealized
THC Tenet Healthcare 0.0%
Value ($000) $0 Shares 9 Est. Cost $46.22 Unrealized 0.0%
FDN First Trust Internet Index CF ETF IV 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
SKYY First Trust Cloud Computing ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $200.00 Unrealized
TXRH Texas Roadhouse Class A 0.0%
Value ($000) $0 Shares 5 Est. Cost $73.66 Unrealized +23.7%
Micro Focus Interntnl F Unsponsored ADR 0.0%
Value ($000) $0 Shares 71 Est. Cost $23.06 Unrealized
AXON Axon Enterprise Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $113.33 Unrealized +39.5%
MUR Murphy Oil Corp HLDG 0.0%
Value ($000) $0 Shares 10 Est. Cost $23.90 Unrealized +66.7%
TTC The Toro Co 0.0%
Value ($000) $0 Shares 3 Est. Cost $85.59 Unrealized +23.8%
Thomson Reuters Corp F 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
MIDD Middleby Corp The 0.0%
Value ($000) $0 Shares 1 Est. Cost $140.35 Unrealized -3.0%
DTM DT Midstream Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost $39.86 Unrealized +25.2%
VTR Ventas Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $48.46 Unrealized -22.1%
AFG Amern Finl GP 0.0%
Value ($000) $0 Shares 3 Est. Cost $110.29 Unrealized 0.0%
VTWO Vanguard Russell 2000 ETF IV 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
DKNG Draftkings Inc New Class A 0.0%
Value ($000) $0 Shares 16 Est. Cost $14.08 Unrealized -1.2%
NLY Annaly Capital MGMT REIT 0.0%
Value ($000) $0 Shares 19 Est. Cost Unrealized
AR Antero Resources Cor 0.0%
Value ($000) $0 Shares 10 Est. Cost $34.55 Unrealized 0.0%
IBB iShares Biotechnology ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
BNTX Biontech Se F Unsponsored ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $333.33 Unrealized
SRVR Pacer BNCHMRK DT And Infr RL Est ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
HXL Hexcel Corp 0.0%
Value ($000) $0 Shares 8 Est. Cost $55.98 Unrealized +2.3%
CSGP Costar Group Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $69.42 Unrealized +12.6%
BMBL Bumble Inc Class A 0.0%
Value ($000) $0 Shares 20 Est. Cost $67.36 Unrealized -65.8%
FR First Industrial RLT 0.0%
Value ($000) $0 Shares 9 Est. Cost $90.91 Unrealized
DOO BRP Inc F 0.0%
Value ($000) $0 Shares 4 Est. Cost $73.27 Unrealized -7.8%
FITB Fifth Third Bancorp 0.0%
Value ($000) $0 Shares 12 Est. Cost $19.86 Unrealized +50.7%
PK Park Hotels & Resorts In REIT 0.0%
Value ($000) $0 Shares 31 Est. Cost Unrealized
FUTY Fidelity MSCI Utilities Indx ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
FNB F N B Corporation Pa 0.0%
Value ($000) $0 Shares 21 Est. Cost $11.65 Unrealized +3.0%
Bird Global Inc 0.0%
Value ($000) $0 Shares 222 Est. Cost $6.53 Unrealized
EXLS Exlservice Holdings 0.0%
Value ($000) $0 Shares 1 Est. Cost $34.74 Unrealized 0.0%
EEFT Euronet Worldwide 0.0%
Value ($000) $0 Shares 2 Est. Cost $86.58 Unrealized 0.0%
WTRG Essential Utils Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost $45.27 Unrealized 0.0%
Pinnacle Finl Partnr 0.0%
Value ($000) $0 Shares 4 Est. Cost $100.00 Unrealized
EPR Epr Properties REIT 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
BC Brunswick Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost $69.53 Unrealized -4.8%
Envestnet Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
XYZ Block Inc Class A 0.0%
Value ($000) $0 Shares 4 Est. Cost $155.22 Unrealized -60.2%
EHC Encompass Health Corp 0.0%
Value ($000) $0 Shares 4 Est. Cost $48.58 Unrealized +9.1%
BYD Boyd Gaming Corp 0.0%
Value ($000) $0 Shares 8 Est. Cost $51.66 Unrealized +5.5%
BRCC BRC Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $17.65 Unrealized -63.0%
EWBC East West Bancorp 0.0%
Value ($000) $0 Shares 6 Est. Cost $67.95 Unrealized -8.2%
CHH Choice Hotels Intl 0.0%
Value ($000) $0 Shares 3 Est. Cost $115.85 Unrealized 0.0%
CHDN Churchill Downs Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $101.05 Unrealized +3.0%
NOV Nov Inc 0.0%
Value ($000) $0 Shares 14 Est. Cost $20.99 Unrealized 0.0%
CIA Citizens Inc Class A 0.0%
Value ($000) $0 Shares 143 Est. Cost $5.51 Unrealized -49.4%
Nikola Corp 0.0%
Value ($000) $0 Shares 50 Est. Cost $20.00 Unrealized
NYT New York Times Class A 0.0%
Value ($000) $0 Shares 12 Est. Cost $41.45 Unrealized -24.2%
DT Dynatrace Inc 0.0%
Value ($000) $0 Shares 11 Est. Cost $36.35 Unrealized 0.0%
New York CMNTY Banco 0.0%
Value ($000) $0 Shares 42 Est. Cost Unrealized
NBIX Neurocrine Bioscienc 0.0%
Value ($000) $0 Shares 3 Est. Cost $95.54 Unrealized +22.6%
SLVM Sylvamo Corp 0.0%
Value ($000) $0 Shares 5 Est. Cost $29.36 Unrealized +48.6%
WWD Woodward Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $92.33 Unrealized -1.9%
RHI Robert Half Intl 0.0%
Value ($000) $0 Shares 5 Est. Cost $94.84 Unrealized -19.6%
RMD Resmed Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $213.48 Unrealized 0.0%
HUBB Hubbell Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $199.94 Unrealized +14.8%
VAC Marriott Vacations 0.0%
Value ($000) $0 Shares 3 Est. Cost $135.76 Unrealized +2.7%
Hut Eight Mining Corp F 0.0%
Value ($000) $0 Shares 500 Est. Cost $8.00 Unrealized
LUMN Lumen Technologies Inc 0.0%
Value ($000) $0 Shares 47 Est. Cost $10.83 Unrealized -43.3%
VLY Valley National Banc 0.0%
Value ($000) $0 Shares 24 Est. Cost $11.72 Unrealized +0.4%
INCY Incyte Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $76.52 Unrealized 0.0%
NGVT Ingevity Corp 0.0%
Value ($000) $0 Shares 7 Est. Cost $66.90 Unrealized +5.4%
LQD iShares iBoxx Invt Grade Bond ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
INGR Ingredion Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $90.55 Unrealized +1.8%
LIVN Livanova PLC F 0.0%
Value ($000) $0 Shares 3 Est. Cost $59.35 Unrealized -13.9%
FOX Fox Corp Class B 0.0%
Value ($000) $0 Shares 1 Est. Cost $29.89 Unrealized -8.3%
JEF Jefferies Finl 0.0%
Value ($000) $0 Shares 9 Est. Cost $28.81 Unrealized +4.5%
LFUS Littelfuse Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $238.82 Unrealized -6.6%
IART Integra Lifescienc 0.0%
Value ($000) $0 Shares 5 Est. Cost $51.24 Unrealized -0.7%
IBKR Interactive Brokers Class A 0.0%
Value ($000) $0 Shares 5 Est. Cost $18.36 Unrealized 0.0%
LI-Cycle HLDGS Corp F 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
LII Lennox International Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $229.13 Unrealized +3.1%
Umpqua Holdings Corp 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
GAP Gap Inc 0.0%
Value ($000) $0 Shares 29 Est. Cost $9.87 Unrealized +7.2%
GLXYEUR Galaxy Digital Hol Ordf 0.0%
Value ($000) $0 Shares 75 Est. Cost Unrealized
UAL United Airlines HLDGS 0.0%
Value ($000) $0 Shares 10 Est. Cost $29.99 Unrealized +35.3%
EMLC Vaneck J.P. Morgan Em Local Currency Bond ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $58.82 Unrealized
LEA Lear Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $120.61 Unrealized +1.1%
KD KYNDRYL HLDGS Inc 0.0%
Value ($000) $0 Shares 13 Est. Cost $10.06 Unrealized 0.0%
JAMN Jammin Java Corp 0.0%
Value ($000) $0 Shares 29,411 Est. Cost $0.00 Unrealized -30.0%
KRG Kite Realty GRP TR REIT 0.0%
Value ($000) $0 Shares 21 Est. Cost Unrealized
World Wrestling Entertainment Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
IFLN Invesco Fundamental High Yield Corporate Bond ETF 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized
SR Spire Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
Spirit Realty Capita REIT 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
OLED Universal Display Co 0.0%
Value ($000) $0 Shares 3 Est. Cost $106.77 Unrealized -5.0%
GGG Graco Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $61.35 Unrealized +4.3%
SPYG SPDR S&P 500 Growth ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
SPIP SPDR Portfolio TIPS ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
CXT Crane HLDGS Co 0.0%
Value ($000) $0 Shares 2 Est. Cost $33.61 Unrealized 0.0%
ITT ITT Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $72.91 Unrealized +6.2%
XLB SPDR Fund Materials Select Sectr ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
Stericycle Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
DAN Dana Inc 0.0%
Value ($000) $0 Shares 18 Est. Cost $14.18 Unrealized 0.0%
DECK Deckers Outdoor Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $60.50 Unrealized 0.0%
JETS US Global Jets ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $14.82 Unrealized
GLDG Goldmining Inc F 0.0%
Value ($000) $0 Shares 250 Est. Cost $0.92 Unrealized +14.2%
GMED Globus Medical Inc Class A 0.0%
Value ($000) $0 Shares 4 Est. Cost $60.22 Unrealized +13.1%
DKS Dicks Sporting Goods 0.0%
Value ($000) $0 Shares 4 Est. Cost $77.52 Unrealized +34.6%
PGX Invesco Preferred ETF 0.0%
Value ($000) $0 Shares 28 Est. Cost Unrealized
DTGI Digerati Tech 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.11 Unrealized +8.3%
Surface Oncology Inc 0.0%
Value ($000) $0 Shares 600 Est. Cost $2.00 Unrealized