M Holdings Securities, Inc. Diversified Active

CIK: 0001569638 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 16, 2023

Total Value ($000): $966 (100.0% shares, 0.0% debt)

Holdings (467)

IVV IRONWOOD PHARMACEUTICALS INC 6.7%
Value ($000) $65 Shares 157,170 Est. Cost $280.61 Unrealized
SPY SPDR S&P 500 ETF TR 6.6%
Value ($000) $64 Shares 156,622 Est. Cost $303.20 Unrealized
DFAC DIMENSIONAL ETF TRUST 5.3%
Value ($000) $51 Shares 2,005,966 Est. Cost $18.73 Unrealized
QQQ INVESCO ACTIVELY MANAGED ETF 3.5%
Value ($000) $34 Shares 106,340 Est. Cost $222.76 Unrealized
AAPL APPIAN CORP 3.3%
Value ($000) $32 Shares 196,140 Est. Cost $100.25 Unrealized +45.1%
DFAX DIMENSIONAL ETF TRUST 2.4%
Value ($000) $24 Shares 1,025,313 Est. Cost $22.76 Unrealized
DLN WISDOMTREE TR 2.1%
Value ($000) $20 Shares 325,649 Est. Cost $73.96 Unrealized
DWM WISDOMTREE TR 1.9%
Value ($000) $18 Shares 368,252 Est. Cost $40.58 Unrealized
AMZN AMAZON COM INC 1.7%
Value ($000) $16 Shares 154,754 Est. Cost $125.42 Unrealized -23.0%
DFAI DIMENSIONAL ETF TRUST 1.6%
Value ($000) $16 Shares 590,169 Est. Cost $7.64 Unrealized
MSFT MFS INTER HIGH INCOME FD 1.5%
Value ($000) $15 Shares 50,958 Est. Cost $130.06 Unrealized +91.8%
IJR IRONWOOD PHARMACEUTICALS INC 1.5%
Value ($000) $14 Shares 145,467 Est. Cost $75.62 Unrealized
AGO ASSURED GUARANTY LTD 1.4%
Value ($000) $14 Shares 276,672 Est. Cost $26.81 Unrealized +108.1%
VTV VENTAS INC 1.4%
Value ($000) $14 Shares 100,378 Est. Cost $105.54 Unrealized
DLS WISDOMTREE TR 1.4%
Value ($000) $13 Shares 214,358 Est. Cost $50.61 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 1.3%
Value ($000) $12 Shares 153,517 Est. Cost $90.36 Unrealized
SPSB SPDR SER TR 1.1%
Value ($000) $11 Shares 364,256 Est. Cost $30.91 Unrealized
VNQ VENTAS INC 1.1%
Value ($000) $11 Shares 126,761 Est. Cost $75.45 Unrealized
QUAL ISHARES TR 1.1%
Value ($000) $11 Shares 84,700 Est. Cost $123.68 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 1.1%
Value ($000) $10 Shares 488,482 Est. Cost $21.08 Unrealized
FTSD FRANKLIN BSP RLTY TR INC 1.0%
Value ($000) $10 Shares 111,694 Est. Cost $94.82 Unrealized
GLD SPDR GOLD TR 0.9%
Value ($000) $9 Shares 49,112 Est. Cost $167.27 Unrealized
VTI VENTAS INC 0.9%
Value ($000) $9 Shares 43,989 Est. Cost $119.90 Unrealized
SMB VANECK ETF TRUST 0.9%
Value ($000) $9 Shares 502,255 Est. Cost $17.40 Unrealized
XOM EXXON MOBIL CORP 0.9%
Value ($000) $8 Shares 76,467 Est. Cost $49.71 Unrealized +101.5%
SPMD SPDR SER TR 0.8%
Value ($000) $8 Shares 186,924 Est. Cost $25.33 Unrealized
BOND PIMCO ETF TR 0.8%
Value ($000) $8 Shares 86,081 Est. Cost $107.41 Unrealized
DISV DIMENSIONAL ETF TRUST 0.8%
Value ($000) $8 Shares 328,074 Est. Cost $3.75 Unrealized
RTX RAYONIER ADVANCED MATLS INC 0.8%
Value ($000) $8 Shares 79,733 Est. Cost $64.75 Unrealized +42.5%
VAW VANGUARD WORLD FDS 0.7%
Value ($000) $7 Shares 37,570 Est. Cost $124.67 Unrealized
VO VENTAS INC 0.7%
Value ($000) $6 Shares 29,913 Est. Cost $128.15 Unrealized
BRK/B BENTLEY SYS INC 0.6%
Value ($000) $6 Shares 20,168 Est. Cost $220.27 Unrealized +39.9%
EFA IRONWOOD PHARMACEUTICALS INC 0.6%
Value ($000) $5 Shares 74,938 Est. Cost $55.37 Unrealized
XLE SELECT SECTOR SPDR TR 0.5%
Value ($000) $5 Shares 63,207 Est. Cost $42.73 Unrealized
GSIE GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $5 Shares 160,593 Est. Cost $30.07 Unrealized
GOOG ALPHA PRO TECH LTD 0.5%
Value ($000) $5 Shares 45,781 Est. Cost $111.90 Unrealized -14.4%
BNDX VANGUARD CHARLOTTE FDS 0.5%
Value ($000) $5 Shares 96,741 Est. Cost $55.82 Unrealized
TSLA TESLA INC 0.5%
Value ($000) $5 Shares 22,498 Est. Cost $230.96 Unrealized -24.5%
ANGL VANECK ETF TRUST 0.5%
Value ($000) $4 Shares 156,503 Est. Cost $29.70 Unrealized
V VISA INC 0.4%
Value ($000) $4 Shares 19,039 Est. Cost $134.58 Unrealized +61.9%
PAVE GLOBAL X FDS 0.4%
Value ($000) $4 Shares 149,385 Est. Cost $27.21 Unrealized
PEP PENUMBRA INC 0.4%
Value ($000) $4 Shares 23,089 Est. Cost $100.29 Unrealized +58.2%
PG PROASSURANCE CORP 0.4%
Value ($000) $4 Shares 27,508 Est. Cost $97.13 Unrealized +37.1%
DFUV DIMENSIONAL ETF TRUST 0.4%
Value ($000) $4 Shares 121,566 Est. Cost $31.60 Unrealized
SCZ IRONWOOD PHARMACEUTICALS INC 0.4%
Value ($000) $4 Shares 68,202 Est. Cost $61.23 Unrealized
TPICQ TPI COMPOSITES INC 0.4%
Value ($000) $4 Shares 296,663 Est. Cost $49.15 Unrealized -74.1%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $4 Shares 29,602 Est. Cost $96.94 Unrealized +32.2%
GOOGL ALPHA PRO TECH LTD 0.4%
Value ($000) $4 Shares 37,073 Est. Cost $111.30 Unrealized -14.5%
JNJ JOHN MARSHALL BANCORP INC 0.4%
Value ($000) $4 Shares 24,638 Est. Cost $112.82 Unrealized +31.1%
IWM IRONWOOD PHARMACEUTICALS INC 0.4%
Value ($000) $4 Shares 20,492 Est. Cost $162.81 Unrealized
CCI CROWN CASTLE INC 0.4%
Value ($000) $4 Shares 27,234 Est. Cost $127.64 Unrealized -7.9%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $4 Shares 91,872 Est. Cost $37.48 Unrealized -12.8%
CVX CHENIERE ENERGY INC 0.4%
Value ($000) $3 Shares 21,417 Est. Cost $78.09 Unrealized +90.1%
IJH IRONWOOD PHARMACEUTICALS INC 0.4%
Value ($000) $3 Shares 13,927 Est. Cost $133.84 Unrealized
BRK/A BENTLEY SYS INC 0.3%
Value ($000) $3 Shares 7 Est. Cost $485492.47 Unrealized -3.8%
SPSM SPDR SER TR 0.3%
Value ($000) $3 Shares 84,461 Est. Cost $21.84 Unrealized
ABBV ABBOTT LABS 0.3%
Value ($000) $3 Shares 19,712 Est. Cost $71.94 Unrealized +92.0%
USRT IRONWOOD PHARMACEUTICALS INC 0.3%
Value ($000) $3 Shares 61,966 Est. Cost $48.74 Unrealized
KO COASTAL FINL CORP WA 0.3%
Value ($000) $3 Shares 50,008 Est. Cost $39.34 Unrealized +40.8%
T AMN HEALTHCARE SVCS INC 0.3%
Value ($000) $3 Shares 158,745 Est. Cost $15.81 Unrealized +3.5%
LMT LOCAL BOUNTI CORP 0.3%
Value ($000) $3 Shares 6,432 Est. Cost $365.10 Unrealized +18.7%
MCD MAXEON SOLAR TECHNOLOGIES LT 0.3%
Value ($000) $3 Shares 10,747 Est. Cost $192.79 Unrealized +29.9%
VIG VANECK ETF TRUST 0.3%
Value ($000) $3 Shares 19,498 Est. Cost $105.02 Unrealized
HD HOLLEY INC 0.3%
Value ($000) $3 Shares 9,990 Est. Cost $242.56 Unrealized +17.3%
WMT WAG GROUP CO 0.3%
Value ($000) $3 Shares 19,953 Est. Cost $32.36 Unrealized +41.5%
MRK MERCK & CO INC 0.3%
Value ($000) $3 Shares 27,227 Est. Cost $57.81 Unrealized +70.7%
TLT IRONWOOD PHARMACEUTICALS INC 0.3%
Value ($000) $3 Shares 26,613 Est. Cost $127.32 Unrealized
VUG VENTAS INC 0.3%
Value ($000) $3 Shares 11,147 Est. Cost $85.79 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.3%
Value ($000) $3 Shares 59,946 Est. Cost $27.74 Unrealized +55.4%
IYW IRONWOOD PHARMACEUTICALS INC 0.3%
Value ($000) $3 Shares 29,254 Est. Cost $74.64 Unrealized
SHOP SHOPIFY INC 0.3%
Value ($000) $3 Shares 55,255 Est. Cost $34.02 Unrealized +29.3%
CVS CVR ENERGY INC 0.3%
Value ($000) $3 Shares 35,564 Est. Cost $58.51 Unrealized +28.5%
VOO VENTAS INC 0.3%
Value ($000) $3 Shares 6,992 Est. Cost $362.39 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $3 Shares 12,360 Est. Cost $154.82 Unrealized +9.2%
SPEM SPDR INDEX SHS FDS 0.3%
Value ($000) $2 Shares 72,979 Est. Cost $38.40 Unrealized
IWB IRONWOOD PHARMACEUTICALS INC 0.3%
Value ($000) $2 Shares 11,032 Est. Cost $149.48 Unrealized
OTIS OTIS WORLDWIDE CORP 0.3%
Value ($000) $2 Shares 29,125 Est. Cost $57.70 Unrealized +36.8%
PFE PETROS PHARMACEUTICALS INC 0.3%
Value ($000) $2 Shares 60,037 Est. Cost $25.79 Unrealized +41.7%
DIS DIRECT DIGITAL HOLDINGS INC 0.2%
Value ($000) $2 Shares 23,981 Est. Cost $125.49 Unrealized -21.5%
INVESTMENT MANAGERS SER TR I 0.2%
Value ($000) $2 Shares 57,050 Est. Cost $29.17 Unrealized
BND VANECK ETF TRUST 0.2%
Value ($000) $2 Shares 30,579 Est. Cost $54.43 Unrealized
DBEF D MARKET ELECTR SVCS & TRADI 0.2%
Value ($000) $2 Shares 59,748 Est. Cost $26.49 Unrealized
PRU PROVIDENT FINL SVCS INC 0.2%
Value ($000) $2 Shares 25,070 Est. Cost $65.46 Unrealized +26.3%
DE DECISIONPOINT SYS INC NEW 0.2%
Value ($000) $2 Shares 4,916 Est. Cost $362.87 Unrealized +9.4%
MO ALTO INGREDIENTS INC 0.2%
Value ($000) $2 Shares 45,260 Est. Cost $32.41 Unrealized +12.0%
IAU IRONWOOD PHARMACEUTICALS INC 0.2%
Value ($000) $2 Shares 52,349 Est. Cost $33.80 Unrealized
ISCG IRONWOOD PHARMACEUTICALS INC 0.2%
Value ($000) $2 Shares 50,090 Est. Cost $82.66 Unrealized
MTB M & T BK CORP 0.2%
Value ($000) $2 Shares 16,319 Est. Cost $149.08 Unrealized -11.8%
VEU VANGUARD CHARLOTTE FDS 0.2%
Value ($000) $2 Shares 36,212 Est. Cost $52.60 Unrealized
DFLV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $2 Shares 78,003 Est. Cost $0.02 Unrealized
BAC BANC OF CALIFORNIA INC 0.2%
Value ($000) $2 Shares 65,782 Est. Cost $26.32 Unrealized +16.2%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $2 Shares 6,674 Est. Cost $19.99 Unrealized +8.2%
IBM INTERDIGITAL INC 0.2%
Value ($000) $2 Shares 14,075 Est. Cost $94.59 Unrealized +27.6%
FIW FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $2 Shares 21,792 Est. Cost $61.28 Unrealized
VWO VANGUARD CHARLOTTE FDS 0.2%
Value ($000) $2 Shares 43,487 Est. Cost $36.85 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $2 Shares 39,178 Est. Cost $44.85 Unrealized
IMCG IRONWOOD PHARMACEUTICALS INC 0.2%
Value ($000) $2 Shares 30,091 Est. Cost $106.35 Unrealized
IJT IRONWOOD PHARMACEUTICALS INC 0.2%
Value ($000) $2 Shares 15,752 Est. Cost $17.91 Unrealized
ED CONSOL ENERGY INC NEW 0.2%
Value ($000) $2 Shares 18,074 Est. Cost $63.23 Unrealized +34.1%
SYK STRONGHOLD DIGITAL MINING IN 0.2%
Value ($000) $2 Shares 6,052 Est. Cost $248.25 Unrealized +3.8%
WPC WP CAREY INC 0.2%
Value ($000) $2 Shares 22,042 Est. Cost $70.92 Unrealized
KMB KIMBELL RTY PARTNERS LP 0.2%
Value ($000) $2 Shares 12,701 Est. Cost $114.03 Unrealized +1.9%
O REALOGY GRP LLC/REALOGY CO 0.2%
Value ($000) $2 Shares 26,388 Est. Cost $46.80 Unrealized +17.8%
IWF IRONWOOD PHARMACEUTICALS INC 0.2%
Value ($000) $2 Shares 6,712 Est. Cost $245.81 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $2 Shares 31,252 Est. Cost $30.61 Unrealized +46.5%
DFAU DIMENSIONAL ETF TRUST 0.2%
Value ($000) $2 Shares 56,000 Est. Cost $11.43 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $2 Shares 3,355 Est. Cost $451.15 Unrealized +1.4%
DTM DT MIDSTREAM INC 0.2%
Value ($000) $2 Shares 31,504 Est. Cost $49.92 Unrealized -8.2%
WISDOMTREE TR 0.2%
Value ($000) $2 Shares 35,850 Est. Cost $44.80 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1 Shares 26,688 Est. Cost $0.05 Unrealized
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $1 Shares 3,166 Est. Cost $432.89 Unrealized +5.2%
TD TOPBUILD CORP 0.1%
Value ($000) $1 Shares 24,128 Est. Cost $62.01 Unrealized +4.2%
CI C H ROBINSON WORLDWIDE INC 0.1%
Value ($000) $1 Shares 5,652 Est. Cost $244.68 Unrealized +12.9%
KHC KORE GROUP HLDGS INC 0.1%
Value ($000) $1 Shares 37,054 Est. Cost $29.14 Unrealized +17.3%
LOW LOVESAC COMPANY 0.1%
Value ($000) $1 Shares 7,229 Est. Cost $204.84 Unrealized -6.2%
IMCV IRONWOOD PHARMACEUTICALS INC 0.1%
Value ($000) $1 Shares 23,053 Est. Cost $104.27 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $1 Shares 4,870 Est. Cost $318.52 Unrealized -17.9%
PM PHENIXFIN CORP 0.1%
Value ($000) $1 Shares 14,213 Est. Cost $66.22 Unrealized +31.3%
INTC INTEGRA LIFESCIENCES HLDGS C 0.1%
Value ($000) $1 Shares 41,429 Est. Cost $46.67 Unrealized -41.0%
MPC MARATHON PETE CORP 0.1%
Value ($000) $1 Shares 9,859 Est. Cost $50.09 Unrealized +134.7%
GBDC GOLUB CAP BDC INC 0.1%
Value ($000) $1 Shares 97,050 Est. Cost $9.60 Unrealized +1.1%
AOM IRONWOOD PHARMACEUTICALS INC 0.1%
Value ($000) $1 Shares 32,934 Est. Cost $35.82 Unrealized
C CISCO SYS INC 0.1%
Value ($000) $1 Shares 27,676 Est. Cost $44.14 Unrealized +0.3%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1 Shares 25,781 Est. Cost $46.58 Unrealized
DAL DELL TECHNOLOGIES INC 0.1%
Value ($000) $1 Shares 37,120 Est. Cost $35.26 Unrealized +2.4%
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1 Shares 8,245 Est. Cost $170.81 Unrealized
KBE SPDR SER TR 0.1%
Value ($000) $1 Shares 34,452 Est. Cost $36.75 Unrealized
IWD IRONWOOD PHARMACEUTICALS INC 0.1%
Value ($000) $1 Shares 8,174 Est. Cost $144.05 Unrealized
CLX CLOOPEN GROUP HOLDING LIMITE 0.1%
Value ($000) $1 Shares 7,660 Est. Cost $134.11 Unrealized +1.6%
SCHG SCHRODINGER INC 0.1%
Value ($000) $1 Shares 18,569 Est. Cost $64.32 Unrealized
HON HOMESTREET INC 0.1%
Value ($000) $1 Shares 6,282 Est. Cost $110.79 Unrealized +59.5%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1 Shares 31,515 Est. Cost $32.67 Unrealized +6.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $1 Shares 12,328 Est. Cost $73.05 Unrealized +20.7%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1 Shares 15,318 Est. Cost $67.53 Unrealized +4.6%
IUSV IRONWOOD PHARMACEUTICALS INC 0.1%
Value ($000) $1 Shares 15,775 Est. Cost $0.07 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $1 Shares 12,427 Est. Cost $54.98 Unrealized +54.2%
WAG GROUP CO 0.1%
Value ($000) $1 Shares 33,233 Est. Cost $42.25 Unrealized
BMY BRIGHTSPIRE CAPITAL INC 0.1%
Value ($000) $1 Shares 16,298 Est. Cost $43.97 Unrealized +39.9%
PLD PROLOGIS INC. 0.1%
Value ($000) $1 Shares 9,182 Est. Cost $135.05 Unrealized -17.1%
IEFA ISHARES TR 0.1%
Value ($000) $1 Shares 16,758 Est. Cost $22.66 Unrealized
IWR IRONWOOD PHARMACEUTICALS INC 0.1%
Value ($000) $1 Shares 15,989 Est. Cost $53.97 Unrealized
AFG AMERICAN FINL GROUP INC OHIO 0.1%
Value ($000) $1 Shares 9,270 Est. Cost $100.36 Unrealized +8.5%
MOO VANECK ETF TRUST 0.1%
Value ($000) $1 Shares 12,743 Est. Cost $62.82 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $1 Shares 3,189 Est. Cost $41.23 Unrealized -19.7%
DEO DIAGEO PLC 0.1%
Value ($000) $1 Shares 6,072 Est. Cost $203.19 Unrealized
AOK IRONWOOD PHARMACEUTICALS INC 0.1%
Value ($000) $1 Shares 31,461 Est. Cost $33.04 Unrealized
IGSB IRONWOOD PHARMACEUTICALS INC 0.1%
Value ($000) $1 Shares 21,566 Est. Cost $65.94 Unrealized
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $1 Shares 5,118 Est. Cost $160.03 Unrealized +35.3%
ISCV IRONWOOD PHARMACEUTICALS INC 0.1%
Value ($000) $1 Shares 19,950 Est. Cost $95.40 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1 Shares 6,298 Est. Cost $169.07 Unrealized -5.4%
F FOCUS FINL PARTNERS INC 0.1%
Value ($000) $1 Shares 82,402 Est. Cost $13.48 Unrealized -24.3%
GLW CORNERSTONE TOTAL RETURN FD 0.1%
Value ($000) $1 Shares 29,096 Est. Cost $30.10 Unrealized +6.7%
BX BLACKSTONE INC 0.1%
Value ($000) $1 Shares 11,614 Est. Cost $61.68 Unrealized +31.6%
CAT CATALYST PHARMACEUTICALS INC 0.1%
Value ($000) $1 Shares 4,424 Est. Cost $195.46 Unrealized +18.0%
RUM RUMBLE INC 0.1%
Value ($000) $1 Shares 100,000 Est. Cost $9.01 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1 Shares 2,011 Est. Cost $500.09 Unrealized -5.8%
PIE INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1 Shares 52,796 Est. Cost $0.02 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $1 Shares 4,889 Est. Cost $209.28 Unrealized -20.3%
GE GENASYS INC 0.1%
Value ($000) $1 Shares 10,273 Est. Cost $58.52 Unrealized +12.6%
AVGO BROADCOM INC 0.1%
Value ($000) $1 Shares 1,491 Est. Cost $55.15 Unrealized +4.4%
IVOO VANECK ETF TRUST 0.1%
Value ($000) $1 Shares 11,282 Est. Cost $113.22 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $1 Shares 12,610 Est. Cost $119.98 Unrealized -36.0%
PSEP INNOVATOR ETFS TR 0.1%
Value ($000) $1 Shares 30,655 Est. Cost $27.81 Unrealized
ADM ARCHER AVIATION INC 0.1%
Value ($000) $1 Shares 11,634 Est. Cost $53.09 Unrealized +40.1%
ABNB AIRBNB INC 0.1%
Value ($000) $1 Shares 7,429 Est. Cost $138.20 Unrealized -17.4%
SLV ISHARES SILVER TR 0.1%
Value ($000) $1 Shares 41,199 Est. Cost $22.83 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $1 Shares 7,286 Est. Cost $115.43 Unrealized
LULU LUFAX HOLDING LTD 0.1%
Value ($000) $1 Shares 2,461 Est. Cost $325.11 Unrealized -3.6%
SPG SILVERSUN TECHNOLOGIES INC 0.1%
Value ($000) $1 Shares 7,983 Est. Cost $98.47 Unrealized +3.5%
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1 Shares 12,364 Est. Cost $133.70 Unrealized
PECO PHILLIPS EDISON & CO INC 0.1%
Value ($000) $1 Shares 27,445 Est. Cost $34.38 Unrealized
AEM AGNICO EAGLE MINES LTD 0.1%
Value ($000) $1 Shares 17,351 Est. Cost $49.60 Unrealized -3.1%
BA BNY MELLON MUN BD INFRASTRUC 0.1%
Value ($000) $1 Shares 4,127 Est. Cost $197.64 Unrealized +5.1%
WOOD IRONWOOD PHARMACEUTICALS INC 0.1%
Value ($000) $1 Shares 12,165 Est. Cost $63.30 Unrealized
OXY OATLY GROUP AB 0.1%
Value ($000) $1 Shares 13,917 Est. Cost $42.58 Unrealized +38.9%
VBR VENTAS INC 0.1%
Value ($000) $1 Shares 5,428 Est. Cost $61.22 Unrealized
DOUBLELINE ETF TRUST 0.1%
Value ($000) $1 Shares 75,539 Est. Cost $13.80 Unrealized
REZ IRONWOOD PHARMACEUTICALS INC 0.1%
Value ($000) $1 Shares 12,075 Est. Cost $0.07 Unrealized
JNK SPDR SER TR 0.1%
Value ($000) $1 Shares 9,016 Est. Cost $86.36 Unrealized
TRV TRANSUNION 0.1%
Value ($000) $1 Shares 4,855 Est. Cost $159.31 Unrealized +8.0%
SCHD SCHRODINGER INC 0.1%
Value ($000) $1 Shares 11,307 Est. Cost $71.19 Unrealized
CINF CHURCHILL CAPITAL CORP V 0.1%
Value ($000) $1 Shares 7,392 Est. Cost $111.22 Unrealized -5.2%
PIMCO DYNAMIC INCOME FD 0.1%
Value ($000) $1 Shares 45,571 Est. Cost $0.02 Unrealized
AZN ASTRA SPACE INC 0.1%
Value ($000) $1 Shares 11,605 Est. Cost $63.78 Unrealized
IWP IRONWOOD PHARMACEUTICALS INC 0.1%
Value ($000) $1 Shares 8,689 Est. Cost $89.95 Unrealized
NSC NOODLES & CO 0.1%
Value ($000) $1 Shares 3,654 Est. Cost $252.93 Unrealized -14.3%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $1 Shares 5,067 Est. Cost $141.75 Unrealized
BK BANK MONTREAL MEDIUM 0.1%
Value ($000) $1 Shares 16,711 Est. Cost $39.98 Unrealized +11.9%
DFAS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1 Shares 14,332 Est. Cost $47.33 Unrealized
IUSG IRONWOOD PHARMACEUTICALS INC 0.1%
Value ($000) $1 Shares 8,244 Est. Cost $0.08 Unrealized
GILD GIGCAPITAL 5 INC 0.1%
Value ($000) $1 Shares 8,747 Est. Cost $49.67 Unrealized +50.4%
IEMG ISHARES INC 0.1%
Value ($000) $1 Shares 14,760 Est. Cost $28.35 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $1 Shares 7,089 Est. Cost $114.90 Unrealized -13.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $1 Shares 1,965 Est. Cost $347.84 Unrealized +2.8%
WELL WELLTOWER INC 0.1%
Value ($000) $1 Shares 9,741 Est. Cost $59.81 Unrealized +13.3%
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1 Shares 11,861 Est. Cost $61.53 Unrealized
VB VENTAS INC 0.1%
Value ($000) $1 Shares 3,654 Est. Cost $205.08 Unrealized
NAPR INNOVATOR ETFS TR 0.1%
Value ($000) $1 Shares 17,741 Est. Cost $36.00 Unrealized
PDEC INNOVATOR ETFS TR 0.1%
Value ($000) $1 Shares 21,842 Est. Cost $10.41 Unrealized
LLY LIGHTSPEED COMMERCE INC 0.1%
Value ($000) $1 Shares 1,983 Est. Cost $250.85 Unrealized +31.5%
CXT CRACKER BARREL OLD CTRY STOR 0.1%
Value ($000) $1 Shares 5,981 Est. Cost $31.73 Unrealized +20.6%
COP CONOCOPHILLIPS 0.1%
Value ($000) $1 Shares 6,742 Est. Cost $80.15 Unrealized +24.1%
ENB ENBRIDGE INC 0.1%
Value ($000) $1 Shares 17,515 Est. Cost $24.23 Unrealized +33.9%
QCOM QOMOLANGMA ACQUISITION CORP 0.1%
Value ($000) $1 Shares 5,173 Est. Cost $147.91 Unrealized -21.3%
EMR EMERGENT BIOSOLUTIONS INC 0.1%
Value ($000) $1 Shares 7,554 Est. Cost $86.59 Unrealized -4.6%
PHR PHREESIA INC 0.1%
Value ($000) $1 Shares 20,250 Est. Cost $30.00 Unrealized +17.3%
ADP AUTOLUS THERAPEUTICS PLC 0.1%
Value ($000) $1 Shares 2,915 Est. Cost $196.92 Unrealized +7.4%
TJX TG VENTURE ACQUISITION CORP 0.1%
Value ($000) $1 Shares 8,266 Est. Cost $62.42 Unrealized +21.2%
MDT MEDTRONIC PLC 0.1%
Value ($000) $1 Shares 8,041 Est. Cost $92.89 Unrealized -19.8%
SO SOUTH PLAINS FINANCIAL INC 0.1%
Value ($000) $1 Shares 9,270 Est. Cost $58.69 Unrealized +3.4%
AVAV AEROVIRONMENT INC 0.1%
Value ($000) $1 Shares 6,986 Est. Cost $85.96 Unrealized +3.0%
CSX CSI COMPRESSCO LP 0.1%
Value ($000) $1 Shares 21,268 Est. Cost $33.29 Unrealized -11.5%
EBAY EATON VANCE MUN INCOME 2028 0.1%
Value ($000) $1 Shares 14,419 Est. Cost $41.78 Unrealized +3.7%
TGT TANGO THERAPEUTICS INC 0.1%
Value ($000) $1 Shares 3,833 Est. Cost $189.74 Unrealized -21.7%
BAPR INNOVATOR ETFS TR 0.1%
Value ($000) $1 Shares 18,820 Est. Cost $31.02 Unrealized
BMAR INNOVATOR ETFS TR 0.1%
Value ($000) $1 Shares 18,236 Est. Cost $31.15 Unrealized
LNC LIMINAL BIOSCIENCES INC 0.1%
Value ($000) $1 Shares 28,093 Est. Cost $24.78 Unrealized 0.0%
ICSH ISHARES TR 0.1%
Value ($000) $1 Shares 12,397 Est. Cost $36.19 Unrealized
AOR IRONWOOD PHARMACEUTICALS INC 0.1%
Value ($000) $1 Shares 12,401 Est. Cost $41.94 Unrealized
INTU INTRA-CELLULAR THERAPIES INC 0.1%
Value ($000) $1 Shares 1,372 Est. Cost $433.69 Unrealized -7.0%
TEX TERADYNE INC 0.1%
Value ($000) $1 Shares 12,631 Est. Cost $32.05 Unrealized +59.5%
GM GENERAL MTRS CO 0.1%
Value ($000) $1 Shares 16,644 Est. Cost $31.71 Unrealized +15.7%
WFC WEAVE COMMUNICATIONS INC 0.1%
Value ($000) $1 Shares 16,172 Est. Cost $32.54 Unrealized +24.3%
FEZ SPDR INDEX SHS FDS 0.1%
Value ($000) $1 Shares 13,278 Est. Cost $36.70 Unrealized
PAPR INNOVATOR ETFS TR 0.1%
Value ($000) $1 Shares 20,171 Est. Cost $28.09 Unrealized
GD GENASYS INC 0.1%
Value ($000) $1 Shares 2,586 Est. Cost $205.20 Unrealized +6.1%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.1%
Value ($000) $1 Shares 7,979 Est. Cost $106.22 Unrealized -32.2%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1 Shares 1,771 Est. Cost $204.14 Unrealized +58.5%
SBUX STARBOARD INVT TR 0.1%
Value ($000) $1 Shares 5,554 Est. Cost $85.95 Unrealized +12.9%
MUB IRONWOOD PHARMACEUTICALS INC 0.1%
Value ($000) $1 Shares 5,360 Est. Cost $88.79 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $1 Shares 11,391 Est. Cost $20.92 Unrealized +141.8%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $1 Shares 2,251 Est. Cost $290.34 Unrealized -15.2%
PNOV INNOVATOR ETFS TR 0.1%
Value ($000) $1 Shares 17,918 Est. Cost $0.03 Unrealized
WW INTL INC 0.1%
Value ($000) $1 Shares 137,974 Est. Cost $9.05 Unrealized
DOW DOUYU INTL HLDGS LTD 0.1%
Value ($000) $1 Shares 10,277 Est. Cost $46.15 Unrealized +2.5%
ADBE ADITXT INC 0.1%
Value ($000) $1 Shares 1,455 Est. Cost $474.28 Unrealized -25.1%
VBK VENTAS INC 0.1%
Value ($000) $1 Shares 2,587 Est. Cost $0.20 Unrealized
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $1 Shares 17,448 Est. Cost $0.03 Unrealized
IJJ IRONWOOD PHARMACEUTICALS INC 0.1%
Value ($000) $1 Shares 5,440 Est. Cost $59.51 Unrealized
TORTOISE ENERGY INDEPENDENC 0.1%
Value ($000) $1 Shares 9,424 Est. Cost $0.06 Unrealized
MDLZ MOMENTUS INC 0.1%
Value ($000) $1 Shares 7,890 Est. Cost $48.63 Unrealized +25.7%
TMO THE REALREAL INC 0.1%
Value ($000) $1 Shares 955 Est. Cost $567.15 Unrealized -1.5%
ZBRA ZIMVIE INC 0.1%
Value ($000) $1 Shares 1,714 Est. Cost $459.42 Unrealized -34.2%
AMGN AMGEN INC 0.1%
Value ($000) $1 Shares 2,255 Est. Cost $205.75 Unrealized +8.9%
NJAN INNOVATOR ETFS TR 0.1%
Value ($000) $1 Shares 14,340 Est. Cost $38.99 Unrealized
JETS ETF SER SOLUTIONS 0.1%
Value ($000) $1 Shares 29,211 Est. Cost $8.33 Unrealized
TTD THE TRADE DESK INC 0.1%
Value ($000) $1 Shares 8,888 Est. Cost $69.39 Unrealized -23.3%
NOC NORTHFIELD BANCORP INC DEL 0.1%
Value ($000) $1 Shares 1,168 Est. Cost $391.42 Unrealized +12.9%
FRI FIRST TR S&P REIT INDEX FD 0.1%
Value ($000) $1 Shares 22,054 Est. Cost $31.21 Unrealized
MS MOONLAKE IMMUNOTHERAPEUTICS 0.1%
Value ($000) $1 Shares 6,069 Est. Cost $82.98 Unrealized +2.2%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1 Shares 6,973 Est. Cost $79.86 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $1 Shares 5,705 Est. Cost $81.60 Unrealized
KEARNY FINL CORP MD 0.1%
Value ($000) $1 Shares 7,812 Est. Cost $47.74 Unrealized +19.9%
EQH EQUINOX GOLD CORP 0.1%
Value ($000) $1 Shares 20,426 Est. Cost $28.97 Unrealized -5.3%
IVE IRONWOOD PHARMACEUTICALS INC 0.1%
Value ($000) $1 Shares 3,387 Est. Cost $73.10 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1 Shares 3,506 Est. Cost $0.14 Unrealized
DVY IRONWOOD PHARMACEUTICALS INC 0.1%
Value ($000) $1 Shares 4,289 Est. Cost $128.09 Unrealized
POCT INNOVATOR ETFS TR 0.1%
Value ($000) $0 Shares 15,784 Est. Cost $0.03 Unrealized
MMM 3M CO 0.1%
Value ($000) $0 Shares 4,752 Est. Cost $113.41 Unrealized -25.2%
DIV GLOBAL PARTNERS LP 0.1%
Value ($000) $0 Shares 28,440 Est. Cost $18.36 Unrealized
FDS META PLATFORMS INC 0.1%
Value ($000) $0 Shares 1,190 Est. Cost $404.52 Unrealized 0.0%
AJG GALIANO GOLD INC 0.1%
Value ($000) $0 Shares 2,585 Est. Cost $153.40 Unrealized +20.4%
WBD WARBY PARKER INC 0.1%
Value ($000) $0 Shares 32,598 Est. Cost $18.34 Unrealized -22.4%
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $0 Shares 11,505 Est. Cost $35.41 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $0 Shares 2,937 Est. Cost $189.26 Unrealized -16.0%
MFIC MIDCAP FINANCIAL INVSTMNT CO 0.1%
Value ($000) $0 Shares 42,686 Est. Cost $8.03 Unrealized +4.7%
PJUN INNOVATOR ETFS TR 0.0%
Value ($000) $0 Shares 15,685 Est. Cost $29.07 Unrealized
FTNT FORGEROCK INC 0.0%
Value ($000) $0 Shares 7,253 Est. Cost $57.93 Unrealized -1.9%
GPC GENIUS BRANDS INTL INC 0.0%
Value ($000) $0 Shares 2,906 Est. Cost $117.62 Unrealized +31.7%
LQD IRONWOOD PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 4,363 Est. Cost $103.98 Unrealized
BP BOK FINL CORP 0.0%
Value ($000) $0 Shares 12,612 Est. Cost $28.92 Unrealized
CL COINBASE GLOBAL INC 0.0%
Value ($000) $0 Shares 6,321 Est. Cost $72.33 Unrealized -3.8%
COWZ PACER FDS TR 0.0%
Value ($000) $0 Shares 10,103 Est. Cost $49.76 Unrealized
HIW HIGHPEAK ENERGY INC 0.0%
Value ($000) $0 Shares 20,288 Est. Cost $40.17 Unrealized
GIS GENASYS INC 0.0%
Value ($000) $0 Shares 5,506 Est. Cost $58.78 Unrealized +22.4%
TXN TEXAS COMMUNITY BANCSHARES I 0.0%
Value ($000) $0 Shares 2,520 Est. Cost $156.24 Unrealized +3.3%
UAL UNITED CMNTY BKS BLAIRSVLE G 0.0%
Value ($000) $0 Shares 10,478 Est. Cost $40.58 Unrealized +18.1%
KEY KEURIG DR PEPPER INC 0.0%
Value ($000) $0 Shares 37,032 Est. Cost $9.45 Unrealized +51.9%
GSBD GOLDMAN SACHS BDC INC 0.0%
Value ($000) $0 Shares 33,907 Est. Cost $18.16 Unrealized -17.8%
NKE NICOLET BANKSHARES INC 0.0%
Value ($000) $0 Shares 3,775 Est. Cost $131.53 Unrealized -11.3%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $0 Shares 4,706 Est. Cost $105.33 Unrealized -22.7%
EPD ENTERGY CORP NEW 0.0%
Value ($000) $0 Shares 17,794 Est. Cost $22.20 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 3,502 Est. Cost $104.19 Unrealized
UNP UNIFIED SER TR 0.0%
Value ($000) $0 Shares 2,227 Est. Cost $229.01 Unrealized -17.3%
SCHV SCHRODINGER INC 0.0%
Value ($000) $0 Shares 6,822 Est. Cost $71.12 Unrealized
AMAT APPLIED INDL TECHNOLOGIES IN 0.0%
Value ($000) $0 Shares 3,629 Est. Cost $132.88 Unrealized -15.8%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 7,096 Est. Cost $71.35 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1,448 Est. Cost $274.65 Unrealized +11.0%
ILCG IRONWOOD PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 7,805 Est. Cost $64.97 Unrealized
UPS UNITED HOMES GROUP INC 0.0%
Value ($000) $0 Shares 2,215 Est. Cost $174.77 Unrealized -9.5%
FSK FIGS INC 0.0%
Value ($000) $0 Shares 23,122 Est. Cost $12.30 Unrealized -1.2%
ISHARES TR 0.0%
Value ($000) $0 Shares 18,059 Est. Cost $0.02 Unrealized
SHY IRONWOOD PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 5,172 Est. Cost $73.37 Unrealized
LYV LITMAN GREGORY FDS TR 0.0%
Value ($000) $0 Shares 6,074 Est. Cost $112.81 Unrealized -35.0%
KXI IRONWOOD PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 6,892 Est. Cost $62.10 Unrealized
BABA ALGONQUIN PWR UTILS CORP 0.0%
Value ($000) $0 Shares 4,099 Est. Cost $108.75 Unrealized
VXUS VANECK ETF TRUST 0.0%
Value ($000) $0 Shares 7,588 Est. Cost $35.08 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $0 Shares 7,750 Est. Cost $40.95 Unrealized +15.4%
USMV ISHARES TR 0.0%
Value ($000) $0 Shares 5,676 Est. Cost $60.01 Unrealized
IYF IRONWOOD PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 5,747 Est. Cost $74.43 Unrealized
CTRA CABLE ONE INC 0.0%
Value ($000) $0 Shares 16,465 Est. Cost $19.24 Unrealized +14.7%
SYY SYNAPTOGENIX INC 0.0%
Value ($000) $0 Shares 5,128 Est. Cost $72.66 Unrealized -2.7%
CTAS CISCO SYS INC 0.0%
Value ($000) $0 Shares 845 Est. Cost $94.05 Unrealized +14.3%
USB U S GOLD CORP 0.0%
Value ($000) $0 Shares 10,974 Est. Cost $47.84 Unrealized -19.2%
PEG PRUDENTIAL PLC 0.0%
Value ($000) $0 Shares 6,281 Est. Cost $53.01 Unrealized +3.5%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $0 Shares 21,341 Est. Cost $13.37 Unrealized +7.2%
SHW SHENANDOAH TELECOMMUNICATION 0.0%
Value ($000) $0 Shares 1,733 Est. Cost $255.53 Unrealized -12.7%
CAG COMSCORE INC 0.0%
Value ($000) $0 Shares 10,171 Est. Cost $28.35 Unrealized +12.7%
DWAS INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 5,176 Est. Cost $67.98 Unrealized
PMAR INNOVATOR ETFS TR 0.0%
Value ($000) $0 Shares 11,808 Est. Cost $29.56 Unrealized
NEM NEWMARK GROUP INC 0.0%
Value ($000) $0 Shares 7,737 Est. Cost $57.79 Unrealized -22.4%
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value ($000) $0 Shares 2,653 Est. Cost $101.34 Unrealized +31.4%
VYM VANECK ETF TRUST 0.0%
Value ($000) $0 Shares 3,569 Est. Cost $0.11 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $0 Shares 8,882 Est. Cost $44.06 Unrealized +6.5%
TSCO TOWNEBANK PORTSMOUTH VA 0.0%
Value ($000) $0 Shares 1,577 Est. Cost $41.27 Unrealized +4.9%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $0 Shares 1,638 Est. Cost $215.91 Unrealized -2.3%
NUE NUBIA BRAND INTERNATIONAL CO 0.0%
Value ($000) $0 Shares 2,382 Est. Cost $116.41 Unrealized +30.8%
BDEC INNOVATOR ETFS TR 0.0%
Value ($000) $0 Shares 10,798 Est. Cost $0.03 Unrealized
KMPR KELSO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 6,670 Est. Cost $55.05 Unrealized +5.3%
PJAN INNOVATOR ETFS TR 0.0%
Value ($000) $0 Shares 10,865 Est. Cost $0.03 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $0 Shares 2,168 Est. Cost $142.73 Unrealized +2.5%
MRNA MODERNA INC 0.0%
Value ($000) $0 Shares 2,303 Est. Cost $168.02 Unrealized -1.8%
TCPC BLACKROCK SCIENCE & TECHNOLO 0.0%
Value ($000) $0 Shares 33,982 Est. Cost $13.13 Unrealized -7.8%
FITB FIESTA RESTAURANT GROUP INC 0.0%
Value ($000) $0 Shares 12,962 Est. Cost $16.44 Unrealized +78.9%
SCHC SCHRODINGER INC 0.0%
Value ($000) $0 Shares 10,136 Est. Cost $0.03 Unrealized
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 2,968 Est. Cost $104.44 Unrealized
EFG IRONWOOD PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 3,591 Est. Cost $0.09 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $0 Shares 5,923 Est. Cost $78.17 Unrealized -26.3%
DHR DXC TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 1,308 Est. Cost $244.73 Unrealized -8.4%
CMI CUE BIOPHARMA INC 0.0%
Value ($000) $0 Shares 1,376 Est. Cost $197.32 Unrealized +15.5%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $0 Shares 5,429 Est. Cost $62.72 Unrealized -3.2%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $0 Shares 8,003 Est. Cost $34.42 Unrealized +16.2%
MIDD BIODEXA PHARMACEUTICALS PLC 0.0%
Value ($000) $0 Shares 2,223 Est. Cost $148.57 Unrealized 0.0%
UMAY INNOVATOR ETFS TR 0.0%
Value ($000) $0 Shares 12,076 Est. Cost $25.98 Unrealized
ITW IKENA ONCOLOGY INC 0.0%
Value ($000) $0 Shares 1,331 Est. Cost $204.26 Unrealized +6.6%
IWS IRONWOOD PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 3,019 Est. Cost $118.52 Unrealized
WTV WISDOMTREE TR 0.0%
Value ($000) $0 Shares 5,434 Est. Cost $61.65 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $0 Shares 687 Est. Cost $401.54 Unrealized
DIRECT DIGITAL HOLDINGS INC 0.0%
Value ($000) $0 Shares 3,180 Est. Cost $109.71 Unrealized
THG HANNON ARMSTRONG SUST INFR C 0.0%
Value ($000) $0 Shares 2,447 Est. Cost $127.30 Unrealized -1.7%
TSM TACTILE SYS TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 3,338 Est. Cost $102.00 Unrealized
BLACKROCK INC 0.0%
Value ($000) $0 Shares 464 Est. Cost $724.25 Unrealized
PJUL INNOVATOR ETFS TR 0.0%
Value ($000) $0 Shares 9,780 Est. Cost $28.62 Unrealized
IRT INDEPENDENCE RLTY TR INC 0.0%
Value ($000) $0 Shares 19,279 Est. Cost $26.45 Unrealized
ISHARES TR 0.0%
Value ($000) $0 Shares 13,113 Est. Cost $0.02 Unrealized
NVO NOVANTA INC 0.0%
Value ($000) $0 Shares 1,895 Est. Cost $110.98 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $0 Shares 2,300 Est. Cost $131.07 Unrealized
SNOW SNOW LAKE RES LTD 0.0%
Value ($000) $0 Shares 1,950 Est. Cost $146.61 Unrealized 0.0%
VSS VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $0 Shares 2,721 Est. Cost $92.87 Unrealized
VIVID SEATS INC 0.0%
Value ($000) $0 Shares 2,375 Est. Cost $86.71 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 4,383 Est. Cost $68.80 Unrealized
PAYX PAXMEDICA INC 0.0%
Value ($000) $0 Shares 2,604 Est. Cost $109.61 Unrealized -4.8%
ITOT IRONWOOD PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 3,270 Est. Cost $100.87 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 12,504 Est. Cost $27.13 Unrealized -14.2%
CTSH COGNITION THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 4,827 Est. Cost $78.51 Unrealized -23.9%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $0 Shares 4,083 Est. Cost $29.40 Unrealized -2.5%
GSK GSK PLC 0.0%
Value ($000) $0 Shares 8,196 Est. Cost $29.46 Unrealized
LUV SOUTHSIDE BANCSHARES INC 0.0%
Value ($000) $0 Shares 8,989 Est. Cost $40.90 Unrealized -22.1%
FLOT ISHARES TR 0.0%
Value ($000) $0 Shares 5,762 Est. Cost $50.50 Unrealized
GUNR FLEXSHARES TR 0.0%
Value ($000) $0 Shares 6,847 Est. Cost $46.54 Unrealized
GNL GLOBALINK INVT INC 0.0%
Value ($000) $0 Shares 22,484 Est. Cost $17.02 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $0 Shares 1,476 Est. Cost $192.91 Unrealized +5.1%
VMC VOYAGER THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 1,668 Est. Cost $180.88 Unrealized -4.0%
NOW SERVICENOW INC 0.0%
Value ($000) $0 Shares 616 Est. Cost $112.05 Unrealized -22.3%
STPZ PIMCO ETF TR 0.0%
Value ($000) $0 Shares 5,611 Est. Cost $51.74 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $0 Shares 3,427 Est. Cost $71.08 Unrealized 0.0%
MET METLIFE INC 0.0%
Value ($000) $0 Shares 4,851 Est. Cost $60.56 Unrealized +2.0%
BMAY INNOVATOR ETFS TR 0.0%
Value ($000) $0 Shares 9,241 Est. Cost $31.13 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $0 Shares 1,053 Est. Cost $218.18 Unrealized +13.7%
VV VENTAS INC 0.0%
Value ($000) $0 Shares 1,487 Est. Cost $188.61 Unrealized
PFEB INNOVATOR ETFS TR 0.0%
Value ($000) $0 Shares 9,475 Est. Cost $0.03 Unrealized
BSEP INNOVATOR ETFS TR 0.0%
Value ($000) $0 Shares 8,568 Est. Cost $28.56 Unrealized
AMUB UBS AG LONDON BRANCH 0.0%
Value ($000) $0 Shares 19,637 Est. Cost $10.51 Unrealized
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $0 Shares 23,369 Est. Cost $12.51 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 706 Est. Cost $415.38 Unrealized
SLG SL GREEN RLTY CORP 0.0%
Value ($000) $0 Shares 11,533 Est. Cost $75.06 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $0 Shares 1,181 Est. Cost $216.03 Unrealized -11.8%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 44,310 Est. Cost $11.48 Unrealized -47.2%
AFL AFLAC INC 0.0%
Value ($000) $0 Shares 4,141 Est. Cost $57.70 Unrealized +11.4%
SLQD ISHARES TR 0.0%
Value ($000) $0 Shares 5,511 Est. Cost $49.38 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $0 Shares 5,712 Est. Cost $49.46 Unrealized
COR AMERICAN WOODMARK CORPORATIO 0.0%
Value ($000) $0 Shares 1,640 Est. Cost $136.20 Unrealized +13.5%
NEW RELIC INC 0.0%
Value ($000) $0 Shares 29,100 Est. Cost $9.02 Unrealized
VTEB VENTAS INC 0.0%
Value ($000) $0 Shares 5,145 Est. Cost $0.05 Unrealized
LAIRD SUPERFOOD INC 0.0%
Value ($000) $0 Shares 491 Est. Cost $0.42 Unrealized
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 1,762 Est. Cost $161.81 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $0 Shares 33,062 Est. Cost $8.77 Unrealized
LHX LSI INDS INC OHIO 0.0%
Value ($000) $0 Shares 1,297 Est. Cost $214.65 Unrealized -10.5%
WMB WILLIAM PENN BANCORPORATION 0.0%
Value ($000) $0 Shares 8,536 Est. Cost $18.87 Unrealized +43.9%
IWO IRONWOOD PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 1,124 Est. Cost $0.23 Unrealized
MGV VANECK ETF TRUST 0.0%
Value ($000) $0 Shares 2,518 Est. Cost $95.90 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 4,081 Est. Cost $0.06 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP 0.0%
Value ($000) $0 Shares 5,735 Est. Cost $0.04 Unrealized
PSX PHILLIPS EDISON & CO INC 0.0%
Value ($000) $0 Shares 2,479 Est. Cost $91.38 Unrealized +0.3%
EEM IRONWOOD PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 6,363 Est. Cost $0.04 Unrealized
IGE IRONWOOD PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 6,385 Est. Cost $35.03 Unrealized
SJM SMART GLOBAL HLDGS INC 0.0%
Value ($000) $0 Shares 1,578 Est. Cost $119.51 Unrealized +14.7%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $0 Shares 2,100 Est. Cost $81.21 Unrealized +24.4%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $0 Shares 13,356 Est. Cost $17.18 Unrealized +10.7%
ARKK A10 NETWORKS INC 0.0%
Value ($000) $0 Shares 6,068 Est. Cost $66.18 Unrealized
BGS B & G FOODS INC NEW 0.0%
Value ($000) $0 Shares 15,756 Est. Cost $19.12 Unrealized -46.6%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $0 Shares 2,605 Est. Cost $76.26 Unrealized 0.0%
HDV ISHARES TR 0.0%
Value ($000) $0 Shares 2,386 Est. Cost $92.74 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 1,476 Est. Cost $182.95 Unrealized
BJUL INNOVATOR ETFS TR 0.0%
Value ($000) $0 Shares 7,240 Est. Cost $29.21 Unrealized
XYLD GLOBAL X FDS 0.0%
Value ($000) $0 Shares 5,857 Est. Cost $0.04 Unrealized
HYG IRONWOOD PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 3,103 Est. Cost $0.07 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $0 Shares 810 Est. Cost $270.16 Unrealized 0.0%
FDN FIRST TR MULTI CP VAL ALPHA 0.0%
Value ($000) $0 Shares 1,562 Est. Cost $0.15 Unrealized
YUM YOTTA ACQUISITION CORPORATIO 0.0%
Value ($000) $0 Shares 1,749 Est. Cost $114.64 Unrealized +6.2%
UNIFIED SER TR 0.0%
Value ($000) $0 Shares 4,428 Est. Cost $45.52 Unrealized
BOCT INNOVATOR ETFS TR 0.0%
Value ($000) $0 Shares 6,814 Est. Cost $0.03 Unrealized
PWV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 5,067 Est. Cost $0.05 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $0 Shares 4,788 Est. Cost $0.05 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $0 Shares 1,338 Est. Cost $146.94 Unrealized +9.0%
DTD WISDOMTREE TR 0.0%
Value ($000) $0 Shares 3,756 Est. Cost $63.96 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 5,618 Est. Cost $37.09 Unrealized +2.7%
AVANGRID INC 0.0%
Value ($000) $0 Shares 5,616 Est. Cost $46.80 Unrealized
SHV IRONWOOD PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 2,013 Est. Cost $110.47 Unrealized
SAP SANOFI 0.0%
Value ($000) $0 Shares 1,756 Est. Cost $0.13 Unrealized
OMC OLYMPIC STEEL INC 0.0%
Value ($000) $0 Shares 2,329 Est. Cost $80.37 Unrealized 0.0%
OKTA OIL STS INTL INC 0.0%
Value ($000) $0 Shares 2,537 Est. Cost $76.12 Unrealized 0.0%
BRCC BRC INC 0.0%
Value ($000) $0 Shares 42,330 Est. Cost $6.28 Unrealized 0.0%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $0 Shares 11,427 Est. Cost $17.15 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $0 Shares 318 Est. Cost $0.68 Unrealized
SHEL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $0 Shares 3,748 Est. Cost $0.06 Unrealized
FBRT FRANKLIN BSP RLTY TR INC 0.0%
Value ($000) $0 Shares 18,295 Est. Cost $13.48 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $0 Shares 81 Est. Cost $2394.16 Unrealized 0.0%
SCHR SCHRODINGER INC 0.0%
Value ($000) $0 Shares 4,238 Est. Cost $0.05 Unrealized
IJS IRONWOOD PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 2,283 Est. Cost $0.09 Unrealized
LAND GLOBAL SYSTEMS DYNAMICS INC 0.0%
Value ($000) $0 Shares 12,734 Est. Cost $18.33 Unrealized
WHR WHEELS UP EXPERIENCE INC 0.0%
Value ($000) $0 Shares 1,599 Est. Cost $202.68 Unrealized -29.7%
AGG IRONWOOD PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 2,108 Est. Cost $107.16 Unrealized
ALCO ALICO INC 0.0%
Value ($000) $0 Shares 8,410 Est. Cost $32.61 Unrealized -23.0%
DHI D R HORTON INC 0.0%
Value ($000) $0 Shares 2,089 Est. Cost $92.76 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $0 Shares 371 Est. Cost $513.25 Unrealized 0.0%
EW EDTECHX HOLDINGS ACQU CORP I 0.0%
Value ($000) $0 Shares 2,439 Est. Cost $78.60 Unrealized 0.0%
WDC WESTERN COPPER & GOLD CORP 0.0%
Value ($000) $0 Shares 5,310 Est. Cost $29.22 Unrealized 0.0%
VOT VENTAS INC 0.0%
Value ($000) $0 Shares 1,028 Est. Cost $0.19 Unrealized
SPH STUDIO CITY INTL HLDGS LTD 0.0%
Value ($000) $0 Shares 12,486 Est. Cost $14.62 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $0 Shares 10,750 Est. Cost $15.24 Unrealized 0.0%
NWL NEWBURY STREET ACQUISITN COR 0.0%
Value ($000) $0 Shares 14,676 Est. Cost $12.43 Unrealized 0.0%
XJPIX NUVEEN PFD & INCOME TERM FD 0.0%
Value ($000) $0 Shares 10,068 Est. Cost $18.39 Unrealized
DNUT KRISPY KREME INC 0.0%
Value ($000) $0 Shares 10,750 Est. Cost $14.39 Unrealized -12.7%
MFA MFA FINL INC 0.0%
Value ($000) $0 Shares 15,753 Est. Cost $10.78 Unrealized
RIVERNORTH FLEXIBLE MUNI INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $20.40 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $0 Shares 27,397 Est. Cost $0.00 Unrealized
MYMD PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 70,909 Est. Cost $6.30 Unrealized
BNY MELLON ETF TRUST 0.0%
Value ($000) $0 Shares 20,321 Est. Cost $7.06 Unrealized
NUVEEN FLOATING RATE INCOME 0.0%
Value ($000) $0 Shares 14,293 Est. Cost $10.01 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 12,211 Est. Cost $11.83 Unrealized -18.0%
NUVEEN DYNAMIC MUN OPPORTUNI 0.0%
Value ($000) $0 Shares 10,192 Est. Cost $13.15 Unrealized
WESTERN ACQSTN VENTURES CORP 0.0%
Value ($000) $0 Shares 10,350 Est. Cost $12.03 Unrealized
LUMN LL FLOORING HOLDINGS INC 0.0%
Value ($000) $0 Shares 23,082 Est. Cost $10.53 Unrealized -61.7%
ATAI LIFE SCIENCES NV 0.0%
Value ($000) $0 Shares 31,060 Est. Cost $3.19 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $0 Shares 11,650 Est. Cost $6.64 Unrealized
MULLEN AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 325,520 Est. Cost $0.00 Unrealized
JUPITER WELLNESS INC 0.0%
Value ($000) $0 Shares 85,500 Est. Cost $4.40 Unrealized
FUBO FUBOTV INC 0.0%
Value ($000) $0 Shares 30,725 Est. Cost $9.65 Unrealized -80.3%
BNY MELLON HIGH YIELD STRATE 0.0%
Value ($000) $0 Shares 11,065 Est. Cost $2.73 Unrealized
AUDDIA INC 0.0%
Value ($000) $0 Shares 33,723 Est. Cost $2.04 Unrealized
AMARIN CORP PLC 0.0%
Value ($000) $0 Shares 15,177 Est. Cost $3.30 Unrealized
RCAT RED CAT HLDGS INC 0.0%
Value ($000) $0 Shares 13,404 Est. Cost $1.24 Unrealized -7.1%
WILLIAMS INDL SVCS GROUP INC 0.0%
Value ($000) $0 Shares 10,235 Est. Cost $0.00 Unrealized
KULR TECHNOLOGY GROUP INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $2.20 Unrealized
AMERICAN WOODMARK CORPORATIO 0.0%
Value ($000) $0 Shares 18,000 Est. Cost $1.11 Unrealized
ORBITAL INFRASTRUCTURE GRP I 0.0%
Value ($000) $0 Shares 56,991 Est. Cost $0.92 Unrealized