WealthPLAN Partners, LLC Diversified Active

CIK: 0001639943 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 3, 2022

Total Value ($000): $1,441,497 (100.0% shares, 0.0% debt)

Holdings (382)

AAPL APPLE INC 6.6%
Value ($000) $95,113 Shares 603,321 Est. Cost $89.38 Unrealized +84.4%
VTI VANGUARD INDEX FDS 2.8%
Value ($000) $40,338 Shares 194,982 Est. Cost $191.18 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.7%
Value ($000) $38,395 Shares 118,932 Est. Cost $171.61 Unrealized +88.5%
BUFR FIRST TR EXCHNG TRADED FD VI 2.4%
Value ($000) $35,198 Shares 1,574,143 Est. Cost $23.55 Unrealized
DGRO ISHARES TR 2.1%
Value ($000) $30,908 Shares 610,960 Est. Cost $1186.09 Unrealized
IVOL KRANESHARES TR 2.1%
Value ($000) $30,315 Shares 1,178,428 Est. Cost $28.53 Unrealized
FTLS FIRST TR EXCH TRADED FD III 1.6%
Value ($000) $23,698 Shares 475,316 Est. Cost $41.83 Unrealized
MOAT VANECK ETF TRUST 1.6%
Value ($000) $22,523 Shares 326,330 Est. Cost $59.79 Unrealized
SRLN SSGA ACTIVE ETF TR 1.5%
Value ($000) $22,187 Shares 498,905 Est. Cost $44.94 Unrealized
AGOX STARBOARD INVT TR 1.4%
Value ($000) $19,928 Shares 911,227 Est. Cost $26.04 Unrealized
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $19,814 Shares 109,796 Est. Cost $121.55 Unrealized +24.9%
O REALTY INCOME CORP 1.3%
Value ($000) $19,130 Shares 275,802 Est. Cost $47.62 Unrealized +16.2%
AMAX STARBOARD INVT TR 1.3%
Value ($000) $18,883 Shares 2,156,758 Est. Cost $8.79 Unrealized
NUE NUCOR CORP 1.2%
Value ($000) $17,742 Shares 114,629 Est. Cost $50.94 Unrealized +126.8%
MSM MSC INDL DIRECT INC 1.2%
Value ($000) $17,704 Shares 213,664 Est. Cost $72.88 Unrealized +11.1%
MDT MEDTRONIC PLC 1.2%
Value ($000) $17,667 Shares 169,287 Est. Cost $87.77 Unrealized +6.7%
WPC WP CAREY INC 1.2%
Value ($000) $17,291 Shares 214,077 Est. Cost $120.28 Unrealized
ABT ABBOTT LABS 1.2%
Value ($000) $17,237 Shares 151,867 Est. Cost $67.11 Unrealized +71.9%
CVX CHEVRON CORP NEW 1.2%
Value ($000) $17,042 Shares 108,777 Est. Cost $86.42 Unrealized +42.0%
BKH BLACK HILLS CORP 1.2%
Value ($000) $17,021 Shares 232,406 Est. Cost $50.59 Unrealized +15.9%
LOW LOWES COS INC 1.2%
Value ($000) $16,919 Shares 85,568 Est. Cost $101.38 Unrealized +110.5%
TGT TARGET CORP 1.2%
Value ($000) $16,615 Shares 72,668 Est. Cost $191.32 Unrealized 0.0%
PEP PEPSICO INC 1.1%
Value ($000) $15,586 Shares 90,769 Est. Cost $108.41 Unrealized +36.9%
CHRW C H ROBINSON WORLDWIDE INC 1.1%
Value ($000) $15,504 Shares 146,058 Est. Cost $77.22 Unrealized +19.6%
COWZ PACER FDS TR 1.1%
Value ($000) $15,336 Shares 319,555 Est. Cost $47.40 Unrealized
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $15,137 Shares 28,469 Est. Cost $217.40 Unrealized +130.4%
DEO DIAGEO PLC 1.0%
Value ($000) $15,102 Shares 76,015 Est. Cost $340.67 Unrealized
SYY SYSCO CORP 1.0%
Value ($000) $14,892 Shares 174,211 Est. Cost $62.03 Unrealized +17.1%
GOOG ALPHABET INC 1.0%
Value ($000) $14,798 Shares 6,436 Est. Cost $54.00 Unrealized +149.9%
AMZN AMAZON COM INC 1.0%
Value ($000) $14,540 Shares 5,850 Est. Cost $100.32 Unrealized +54.0%
SPAB SPDR SER TR 1.0%
Value ($000) $14,349 Shares 537,609 Est. Cost $29.06 Unrealized
SCHF SCHWAB STRATEGIC TR 1.0%
Value ($000) $14,044 Shares 410,535 Est. Cost $29.67 Unrealized
GPC GENUINE PARTS CO 1.0%
Value ($000) $13,940 Shares 107,193 Est. Cost $84.79 Unrealized +36.9%
PII POLARIS INC 0.9%
Value ($000) $13,568 Shares 142,910 Est. Cost $121.31 Unrealized -6.1%
GGG GRACO INC 0.9%
Value ($000) $13,456 Shares 216,962 Est. Cost $68.10 Unrealized +0.4%
XSOE WISDOMTREE TR 0.9%
Value ($000) $12,885 Shares 424,550 Est. Cost $32.89 Unrealized
SWK STANLEY BLACK & DECKER INC 0.9%
Value ($000) $12,885 Shares 107,237 Est. Cost $128.88 Unrealized +10.5%
BOND PIMCO ETF TR 0.9%
Value ($000) $12,880 Shares 131,871 Est. Cost $109.92 Unrealized
CASY CASEYS GEN STORES INC 0.9%
Value ($000) $12,543 Shares 62,312 Est. Cost $147.69 Unrealized +24.5%
IVE ISHARES TR 0.9%
Value ($000) $12,414 Shares 83,890 Est. Cost $112.66 Unrealized
LMT LOCKHEED MARTIN CORP 0.9%
Value ($000) $12,256 Shares 28,363 Est. Cost $313.78 Unrealized +16.4%
ADM ARCHER DANIELS MIDLAND CO 0.8%
Value ($000) $12,051 Shares 134,554 Est. Cost $64.71 Unrealized +7.6%
TXN TEXAS INSTRS INC 0.8%
Value ($000) $11,631 Shares 68,318 Est. Cost $107.76 Unrealized +46.0%
META META PLATFORMS INC 0.8%
Value ($000) $11,592 Shares 57,823 Est. Cost $192.06 Unrealized +29.2%
PHDG INVESCO ACTIVELY MANAGED ETF 0.8%
Value ($000) $11,513 Shares 332,650 Est. Cost $37.39 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $11,437 Shares 41,212 Est. Cost $107.81 Unrealized +170.3%
IEMG ISHARES INC 0.8%
Value ($000) $11,437 Shares 218,879 Est. Cost $48.31 Unrealized
CFR CULLEN FROST BANKERS INC 0.8%
Value ($000) $11,281 Shares 85,272 Est. Cost $76.99 Unrealized +60.4%
INFL LISTED FD TR 0.8%
Value ($000) $10,932 Shares 344,118 Est. Cost $30.60 Unrealized
IVW ISHARES TR 0.8%
Value ($000) $10,920 Shares 163,510 Est. Cost $623.16 Unrealized
MA MASTERCARD INCORPORATED 0.7%
Value ($000) $10,317 Shares 28,393 Est. Cost $308.87 Unrealized +13.8%
SECT NORTHERN LTS FD TR IV 0.7%
Value ($000) $10,312 Shares 264,561 Est. Cost $33.62 Unrealized
APD AIR PRODS & CHEMS INC 0.7%
Value ($000) $10,181 Shares 43,497 Est. Cost $242.74 Unrealized -4.5%
QPX ADVISORSHARES TR 0.7%
Value ($000) $9,892 Shares 405,109 Est. Cost $30.24 Unrealized
STZ CONSTELLATION BRANDS INC 0.7%
Value ($000) $9,718 Shares 39,488 Est. Cost $171.69 Unrealized +25.8%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $9,578 Shares 206,864 Est. Cost $40.39 Unrealized +2.7%
DRSK ETF SER SOLUTIONS 0.6%
Value ($000) $9,256 Shares 342,825 Est. Cost $30.41 Unrealized
PMAY INNOVATOR ETFS TR 0.6%
Value ($000) $9,115 Shares 317,124 Est. Cost $29.76 Unrealized
FIRST TR EXCH TRADED FD III 0.6%
Value ($000) $9,014 Shares 138,216 Est. Cost $66.27 Unrealized
MINO PIMCO ETF TR 0.6%
Value ($000) $8,911 Shares 198,422 Est. Cost $44.91 Unrealized
IVV ISHARES TR 0.6%
Value ($000) $8,620 Shares 20,844 Est. Cost $13675.50 Unrealized
IGRO ISHARES TR 0.6%
Value ($000) $8,543 Shares 138,225 Est. Cost $61.81 Unrealized
DHR DANAHER CORPORATION 0.6%
Value ($000) $8,361 Shares 33,292 Est. Cost $158.11 Unrealized +55.4%
AVEM AMERICAN CENTY ETF TR 0.5%
Value ($000) $7,635 Shares 136,656 Est. Cost $55.87 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $7,265 Shares 15 Est. Cost $268759.20 Unrealized +80.6%
VMI VALMONT INDS INC 0.5%
Value ($000) $6,509 Shares 26,160 Est. Cost $148.92 Unrealized +52.7%
PJUL INNOVATOR ETFS TR 0.4%
Value ($000) $6,224 Shares 211,339 Est. Cost $29.96 Unrealized
UNP UNION PAC CORP 0.4%
Value ($000) $6,148 Shares 26,240 Est. Cost $98.71 Unrealized +133.6%
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $6,019 Shares 79,577 Est. Cost $61.48 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $5,885 Shares 49,300 Est. Cost $83.53 Unrealized +60.0%
FSK FS KKR CAP CORP 0.4%
Value ($000) $5,740 Shares 273,985 Est. Cost $7.76 Unrealized +60.3%
PJAN INNOVATOR ETFS TR 0.4%
Value ($000) $5,726 Shares 184,769 Est. Cost $28.83 Unrealized
PNOV INNOVATOR ETFS TR 0.4%
Value ($000) $5,266 Shares 180,916 Est. Cost $29.93 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $5,025 Shares 188,279 Est. Cost $24.72 Unrealized
AZN ASTRAZENECA PLC 0.3%
Value ($000) $5,003 Shares 75,353 Est. Cost $47.30 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $4,814 Shares 80,881 Est. Cost $59.97 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $4,771 Shares 109,456 Est. Cost $30.46 Unrealized +51.6%
SPYM SPDR SER TR 0.3%
Value ($000) $4,715 Shares 97,317 Est. Cost $41.52 Unrealized
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $4,488 Shares 102,857 Est. Cost $33.75 Unrealized +43.7%
PFE PFIZER INC 0.3%
Value ($000) $4,321 Shares 88,047 Est. Cost $26.42 Unrealized +60.8%
GBIL GOLDMAN SACHS ETF TR 0.3%
Value ($000) $4,071 Shares 40,746 Est. Cost $100.05 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value ($000) $4,004 Shares 12,782 Est. Cost $197.71 Unrealized
EFG ISHARES TR 0.3%
Value ($000) $3,770 Shares 42,732 Est. Cost $1210.99 Unrealized
ROP ROPER TECHNOLOGIES INC 0.3%
Value ($000) $3,708 Shares 7,891 Est. Cost $411.63 Unrealized +6.7%
TSLA TESLA INC 0.3%
Value ($000) $3,676 Shares 4,222 Est. Cost $156.00 Unrealized +99.7%
AGGY WISDOMTREE TR 0.3%
Value ($000) $3,671 Shares 80,690 Est. Cost $50.45 Unrealized
PFEB INNOVATOR ETFS TR 0.3%
Value ($000) $3,621 Shares 129,330 Est. Cost $27.03 Unrealized
NEW AGE ALPHA TR 0.2%
Value ($000) $3,562 Shares 127,140 Est. Cost $28.02 Unrealized
SIXO AIM ETF PRODUCTS TRUST 0.2%
Value ($000) $3,533 Shares 141,724 Est. Cost $24.93 Unrealized
CSB VICTORY PORTFOLIOS II 0.2%
Value ($000) $3,447 Shares 62,939 Est. Cost $58.76 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $3,404 Shares 98,636 Est. Cost $1438.00 Unrealized
SHARECARE INC 0.2%
Value ($000) $3,384 Shares 1,235,099 Est. Cost $2.75 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $3,375 Shares 1,479 Est. Cost $51.14 Unrealized +163.6%
V VISA INC 0.2%
Value ($000) $3,362 Shares 15,776 Est. Cost $184.25 Unrealized +14.0%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $3,360 Shares 8,924 Est. Cost $364.99 Unrealized +8.0%
SPYD SPDR SER TR 0.2%
Value ($000) $3,352 Shares 78,483 Est. Cost $34.64 Unrealized
DFEB FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $3,249 Shares 94,155 Est. Cost $31.15 Unrealized
SONO SONOS INC 0.2%
Value ($000) $3,045 Shares 133,435 Est. Cost $34.55 Unrealized -23.1%
ESGU ISHARES TR 0.2%
Value ($000) $3,020 Shares 32,821 Est. Cost $80.73 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $2,988 Shares 7,547 Est. Cost $438.35 Unrealized +9.8%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $2,943 Shares 15,088 Est. Cost $207.99 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $2,879 Shares 11,556 Est. Cost $174.30 Unrealized +30.7%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $2,869 Shares 6,964 Est. Cost $4432.23 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.2%
Value ($000) $2,821 Shares 27,749 Est. Cost $221.08 Unrealized -22.8%
MO ALTRIA GROUP INC 0.2%
Value ($000) $2,801 Shares 50,415 Est. Cost $30.79 Unrealized +20.6%
RODM LATTICE STRATEGIES TR 0.2%
Value ($000) $2,643 Shares 95,916 Est. Cost $26.66 Unrealized
NVR NVR INC 0.2%
Value ($000) $2,468 Shares 564 Est. Cost $4284.59 Unrealized +18.9%
GDX VANECK ETF TRUST 0.2%
Value ($000) $2,465 Shares 70,442 Est. Cost $34.74 Unrealized
VBK VANGUARD INDEX FDS 0.2%
Value ($000) $2,367 Shares 10,722 Est. Cost $247.78 Unrealized
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $2,362 Shares 9,870 Est. Cost $307.95 Unrealized -5.1%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $2,322 Shares 27,237 Est. Cost $53.04 Unrealized +28.0%
PGX INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $2,290 Shares 183,642 Est. Cost $14.54 Unrealized
CION CION INVT CORP 0.2%
Value ($000) $2,261 Shares 201,893 Est. Cost $7.15 Unrealized +1.5%
DTH WISDOMTREE TR 0.2%
Value ($000) $2,246 Shares 59,398 Est. Cost $41.55 Unrealized
NEAR ISHARES U S ETF TR 0.2%
Value ($000) $2,245 Shares 45,389 Est. Cost $50.13 Unrealized
BX BLACKSTONE INC 0.2%
Value ($000) $2,194 Shares 21,600 Est. Cost $77.28 Unrealized +38.7%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $2,160 Shares 13,001 Est. Cost $149.85 Unrealized +16.2%
TLT ISHARES TR 0.1%
Value ($000) $2,158 Shares 18,068 Est. Cost $153.80 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $2,124 Shares 19,918 Est. Cost $3700.67 Unrealized
IUSB ISHARES TR 0.1%
Value ($000) $1,940 Shares 40,722 Est. Cost $53.47 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $1,864 Shares 39,696 Est. Cost $38.17 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $1,844 Shares 7,397 Est. Cost $221.11 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $1,836 Shares 9,698 Est. Cost $263.56 Unrealized -12.6%
CCL CARNIVAL CORP 0.1%
Value ($000) $1,832 Shares 105,923 Est. Cost $20.63 Unrealized -2.0%
IUSG ISHARES TR 0.1%
Value ($000) $1,830 Shares 19,753 Est. Cost $88.31 Unrealized
DEM WISDOMTREE TR 0.1%
Value ($000) $1,768 Shares 43,336 Est. Cost $45.52 Unrealized
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $1,730 Shares 85,349 Est. Cost $9.87 Unrealized +48.2%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $1,628 Shares 8,773 Est. Cost $14.55 Unrealized +72.1%
CAT CATERPILLAR INC 0.1%
Value ($000) $1,614 Shares 7,665 Est. Cost $116.38 Unrealized +68.0%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $1,595 Shares 7,313 Est. Cost $134.94 Unrealized +45.9%
ZLAB ZAI LAB LTD 0.1%
Value ($000) $1,580 Shares 39,543 Est. Cost $28.05 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $1,579 Shares 38,985 Est. Cost $31.93 Unrealized
PECO PHILLIPS EDISON & CO INC 0.1%
Value ($000) $1,535 Shares 45,339 Est. Cost $32.17 Unrealized
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $1,509 Shares 35,064 Est. Cost $29.33 Unrealized +29.2%
HPQ HP INC 0.1%
Value ($000) $1,503 Shares 41,030 Est. Cost $20.21 Unrealized +58.6%
DAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $1,458 Shares 43,744 Est. Cost $32.45 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $1,450 Shares 7,839 Est. Cost $220.96 Unrealized
DNOV FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $1,428 Shares 43,092 Est. Cost $33.50 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $1,418 Shares 58,729 Est. Cost $26.18 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,397 Shares 28,818 Est. Cost $51.52 Unrealized
EFV ISHARES TR 0.1%
Value ($000) $1,345 Shares 28,267 Est. Cost $50.30 Unrealized
MINT PIMCO ETF TR 0.1%
Value ($000) $1,342 Shares 13,453 Est. Cost $101.66 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,339 Shares 9,080 Est. Cost $136.57 Unrealized
BA BOEING CO 0.1%
Value ($000) $1,334 Shares 8,960 Est. Cost $236.72 Unrealized -15.2%
SPTM SPDR SER TR 0.1%
Value ($000) $1,325 Shares 26,081 Est. Cost $38.50 Unrealized
DGRW WISDOMTREE TR 0.1%
Value ($000) $1,324 Shares 21,626 Est. Cost $48.67 Unrealized
FEM FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $1,315 Shares 55,040 Est. Cost $26.53 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $1,294 Shares 5,549 Est. Cost $157.86 Unrealized +28.8%
DAPR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $1,289 Shares 42,431 Est. Cost $30.38 Unrealized
BKE BUCKLE INC 0.1%
Value ($000) $1,273 Shares 40,964 Est. Cost $22.64 Unrealized +13.6%
BRSP BRIGHTSPIRE CAPITAL INC 0.1%
Value ($000) $1,260 Shares 148,274 Est. Cost $9.20 Unrealized
WMT WALMART INC 0.1%
Value ($000) $1,244 Shares 8,134 Est. Cost $29.34 Unrealized +52.0%
HD HOME DEPOT INC 0.1%
Value ($000) $1,232 Shares 4,100 Est. Cost $171.04 Unrealized +83.6%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1,216 Shares 7,575 Est. Cost $83.63 Unrealized +69.9%
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,208 Shares 20,430 Est. Cost $60.64 Unrealized
BSEP INNOVATOR ETFS TR 0.1%
Value ($000) $1,206 Shares 39,446 Est. Cost $30.31 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $1,204 Shares 24,920 Est. Cost $47.05 Unrealized +7.6%
SPBC SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $1,197 Shares 50,296 Est. Cost $23.80 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $1,150 Shares 4,461 Est. Cost $168.64 Unrealized +50.0%
ETF SER SOLUTIONS 0.1%
Value ($000) $1,146 Shares 54,225 Est. Cost $21.25 Unrealized
FXZ FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $1,131 Shares 16,242 Est. Cost $59.20 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,127 Shares 22,999 Est. Cost $58.09 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,120 Shares 25,993 Est. Cost $62.19 Unrealized
ASPEN TECHNOLOGY INC 0.1%
Value ($000) $1,085 Shares 6,842 Est. Cost $137.30 Unrealized
DE DEERE & CO 0.1%
Value ($000) $1,049 Shares 2,779 Est. Cost $140.18 Unrealized +159.0%
IWF ISHARES TR 0.1%
Value ($000) $1,041 Shares 4,270 Est. Cost $267.95 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $1,022 Shares 11,535 Est. Cost $56.13 Unrealized +24.5%
SPMD SPDR SER TR 0.1%
Value ($000) $1,020 Shares 23,283 Est. Cost $34.04 Unrealized
WERN WERNER ENTERPRISES INC 0.1%
Value ($000) $1,018 Shares 25,689 Est. Cost $41.03 Unrealized +7.3%
JNK SPDR SER TR 0.1%
Value ($000) $1,013 Shares 10,380 Est. Cost $107.41 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $1,005 Shares 8,929 Est. Cost $131.72 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $998 Shares 19,868 Est. Cost $50.65 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $989 Shares 7,028 Est. Cost $135.69 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $969 Shares 12,577 Est. Cost $81.91 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $968 Shares 9,409 Est. Cost $111.02 Unrealized
UNOV INNOVATOR ETFS TR 0.1%
Value ($000) $959 Shares 34,217 Est. Cost $29.05 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $958 Shares 18,825 Est. Cost $54.41 Unrealized
IJUL INNOVATOR ETFS TR 0.1%
Value ($000) $948 Shares 40,398 Est. Cost $24.12 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $941 Shares 3,222 Est. Cost $224.37 Unrealized +10.8%
PCEF INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $933 Shares 45,299 Est. Cost $18.69 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $929 Shares 6,246 Est. Cost $109.75 Unrealized
MNA INDEXIQ ETF TR 0.1%
Value ($000) $907 Shares 28,547 Est. Cost $32.01 Unrealized
SPYV SPDR SER TR 0.1%
Value ($000) $903 Shares 22,750 Est. Cost $33.64 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $889 Shares 6,050 Est. Cost $71.17 Unrealized +77.6%
IDV ISHARES TR 0.1%
Value ($000) $867 Shares 28,748 Est. Cost $91.03 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $853 Shares 8,609 Est. Cost $52.63 Unrealized +50.5%
RPV INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $848 Shares 10,389 Est. Cost $68.95 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $833 Shares 6,746 Est. Cost $3267.68 Unrealized
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $831 Shares 6,777 Est. Cost $66.72 Unrealized +66.5%
LPX LOUISIANA PAC CORP 0.1%
Value ($000) $828 Shares 12,840 Est. Cost $65.27 Unrealized +5.6%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $827 Shares 11,007 Est. Cost $56.30 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $823 Shares 2,173 Est. Cost $409.44 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $792 Shares 16,321 Est. Cost $38.61 Unrealized +23.9%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $787 Shares 7,437 Est. Cost $84.54 Unrealized +32.7%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $783 Shares 7,110 Est. Cost $65.00 Unrealized +37.2%
F FORD MTR CO DEL 0.1%
Value ($000) $780 Shares 55,081 Est. Cost $7.60 Unrealized +91.5%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $765 Shares 1,506 Est. Cost $224.72 Unrealized +100.8%
HON HONEYWELL INTL INC 0.1%
Value ($000) $762 Shares 3,936 Est. Cost $132.86 Unrealized +28.2%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $760 Shares 10,097 Est. Cost $44.81 Unrealized +26.8%
EYLD CAMBRIA ETF TR 0.1%
Value ($000) $751 Shares 25,200 Est. Cost $34.57 Unrealized
IRT INDEPENDENCE RLTY TR INC 0.1%
Value ($000) $740 Shares 27,135 Est. Cost $25.45 Unrealized
INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $735 Shares 31,889 Est. Cost $25.27 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $734 Shares 6,577 Est. Cost $129.47 Unrealized +9.1%
XYZ BLOCK INC 0.1%
Value ($000) $730 Shares 7,329 Est. Cost $122.42 Unrealized -1.1%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $725 Shares 2,894 Est. Cost $219.42 Unrealized
BBHY J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $725 Shares 15,613 Est. Cost $51.22 Unrealized
BAC BK OF AMERICA CORP 0.0%
Value ($000) $720 Shares 20,180 Est. Cost $25.05 Unrealized +63.0%
REGL PROSHARES TR 0.0%
Value ($000) $714 Shares 10,335 Est. Cost $58.25 Unrealized
REET ISHARES TR 0.0%
Value ($000) $713 Shares 25,746 Est. Cost $24.85 Unrealized
DDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $692 Shares 22,439 Est. Cost $30.82 Unrealized
BALL BALL CORP 0.0%
Value ($000) $691 Shares 8,509 Est. Cost $87.41 Unrealized -1.4%
WMS ADVANCED DRAIN SYS INC DEL 0.0%
Value ($000) $686 Shares 6,700 Est. Cost $95.61 Unrealized +21.9%
USMV ISHARES TR 0.0%
Value ($000) $678 Shares 9,237 Est. Cost $65.06 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $673 Shares 33,612 Est. Cost $21.81 Unrealized -6.3%
QYLD GLOBAL X FDS 0.0%
Value ($000) $673 Shares 34,762 Est. Cost $21.73 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $669 Shares 1,800 Est. Cost $162.21 Unrealized +85.7%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $662 Shares 4,130 Est. Cost $112.64 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $661 Shares 12,284 Est. Cost $51.66 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $656 Shares 11,345 Est. Cost $50.76 Unrealized
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $655 Shares 20,069 Est. Cost $15.70 Unrealized +97.6%
KO COCA COLA CO 0.0%
Value ($000) $640 Shares 9,902 Est. Cost $40.08 Unrealized +34.9%
HYLB DBX ETF TR 0.0%
Value ($000) $637 Shares 17,727 Est. Cost $46.29 Unrealized
SIXJ AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $635 Shares 26,925 Est. Cost $23.58 Unrealized
DOW DOW INC 0.0%
Value ($000) $626 Shares 9,411 Est. Cost $35.12 Unrealized +37.4%
GOLF ACUSHNET HLDGS CORP 0.0%
Value ($000) $625 Shares 15,350 Est. Cost $18.74 Unrealized +141.2%
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $605 Shares 11,945 Est. Cost $52.28 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $605 Shares 9,389 Est. Cost $45.95 Unrealized +27.6%
ISTB ISHARES TR 0.0%
Value ($000) $599 Shares 12,489 Est. Cost $51.37 Unrealized
DNL WISDOMTREE TR 0.0%
Value ($000) $598 Shares 16,679 Est. Cost $52.72 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $586 Shares 14,742 Est. Cost $34.82 Unrealized +23.1%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $583 Shares 7,041 Est. Cost $1047.83 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $576 Shares 16,952 Est. Cost $37.07 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $573 Shares 2,878 Est. Cost $141.25 Unrealized +52.9%
CSM PROSHARES TR 0.0%
Value ($000) $573 Shares 11,568 Est. Cost $63.11 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $563 Shares 4,259 Est. Cost $102.40 Unrealized +9.5%
SWITCH INC 0.0%
Value ($000) $558 Shares 18,676 Est. Cost $11.63 Unrealized
BP BP PLC 0.0%
Value ($000) $552 Shares 19,217 Est. Cost $413.86 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $552 Shares 15,812 Est. Cost $23.04 Unrealized +23.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $551 Shares 7,382 Est. Cost $58.42 Unrealized +47.1%
T AT&T INC 0.0%
Value ($000) $550 Shares 29,146 Est. Cost $15.74 Unrealized -5.3%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $540 Shares 2,470 Est. Cost $247.82 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $535 Shares 10,253 Est. Cost $59.97 Unrealized
HRL HORMEL FOODS CORP 0.0%
Value ($000) $522 Shares 9,968 Est. Cost $29.06 Unrealized +49.3%
EMB ISHARES TR 0.0%
Value ($000) $522 Shares 5,741 Est. Cost $102.58 Unrealized
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $513 Shares 7,767 Est. Cost $51.97 Unrealized +11.9%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $506 Shares 7,130 Est. Cost $59.37 Unrealized +21.4%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $504 Shares 3,565 Est. Cost $932.17 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $503 Shares 3,215 Est. Cost $164.23 Unrealized
AN AUTONATION INC 0.0%
Value ($000) $502 Shares 4,328 Est. Cost $119.86 Unrealized -7.8%
HDV ISHARES TR 0.0%
Value ($000) $496 Shares 4,788 Est. Cost $103.47 Unrealized
PBP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $492 Shares 22,328 Est. Cost $21.96 Unrealized
PJUN INNOVATOR ETFS TR 0.0%
Value ($000) $488 Shares 15,770 Est. Cost $29.46 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $487 Shares 18,518 Est. Cost $24.76 Unrealized
FAD FIRST TR MULTI CAP GROWTH AL 0.0%
Value ($000) $487 Shares 4,791 Est. Cost $112.45 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $484 Shares 4,875 Est. Cost $95.42 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $481 Shares 10,286 Est. Cost $42.35 Unrealized -3.4%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $475 Shares 5,405 Est. Cost $92.21 Unrealized +44.0%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $473 Shares 4,873 Est. Cost $185.67 Unrealized
USHY ISHARES TR 0.0%
Value ($000) $471 Shares 12,714 Est. Cost $41.23 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $462 Shares 2,612 Est. Cost $176.40 Unrealized
NYF ISHARES TR 0.0%
Value ($000) $459 Shares 8,683 Est. Cost $58.23 Unrealized
IVT INVENTRUST PPTYS CORP 0.0%
Value ($000) $456 Shares 15,050 Est. Cost $26.97 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $453 Shares 4,935 Est. Cost $64.39 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $452 Shares 4,542 Est. Cost $136.00 Unrealized 0.0%
TIP ISHARES TR 0.0%
Value ($000) $447 Shares 3,689 Est. Cost $129.31 Unrealized
BBDC BARINGS BDC INC 0.0%
Value ($000) $447 Shares 43,921 Est. Cost $6.94 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $437 Shares 790 Est. Cost $274.75 Unrealized +106.8%
FALN ISHARES TR 0.0%
Value ($000) $437 Shares 16,603 Est. Cost $29.81 Unrealized
PAUG INNOVATOR ETFS TR 0.0%
Value ($000) $432 Shares 14,910 Est. Cost $28.58 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $430 Shares 4,033 Est. Cost $116.80 Unrealized
USIG ISHARES TR 0.0%
Value ($000) $426 Shares 8,189 Est. Cost $60.79 Unrealized
CALAMOS CONV OPPORTUNITIES & 0.0%
Value ($000) $423 Shares 33,689 Est. Cost $94.63 Unrealized
COMT ISHARES U S ETF TR 0.0%
Value ($000) $420 Shares 10,111 Est. Cost $41.54 Unrealized
RZG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $415 Shares 3,354 Est. Cost $145.32 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $412 Shares 11,268 Est. Cost $32.31 Unrealized
AOM ISHARES TR 0.0%
Value ($000) $411 Shares 10,141 Est. Cost $40.13 Unrealized
OSI ETF TR 0.0%
Value ($000) $408 Shares 9,700 Est. Cost $38.42 Unrealized
VRIG INVESCO ACTIVELY MANAGED ETF 0.0%
Value ($000) $404 Shares 16,209 Est. Cost $24.99 Unrealized
MKL MARKEL CORP 0.0%
Value ($000) $391 Shares 289 Est. Cost $972.59 Unrealized +32.8%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $382 Shares 7,699 Est. Cost $62.79 Unrealized 0.0%
AOA ISHARES TR 0.0%
Value ($000) $380 Shares 5,943 Est. Cost $56.25 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $379 Shares 3,764 Est. Cost $67.34 Unrealized +33.0%
IYW ISHARES TR 0.0%
Value ($000) $377 Shares 4,207 Est. Cost $108.16 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $374 Shares 4,761 Est. Cost $87.16 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $372 Shares 815 Est. Cost $335.08 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $372 Shares 1,474 Est. Cost $207.58 Unrealized +29.2%
CMA COMERICA INC 0.0%
Value ($000) $371 Shares 4,532 Est. Cost $29.52 Unrealized +163.8%
NEM NEWMONT CORP 0.0%
Value ($000) $371 Shares 5,096 Est. Cost $38.34 Unrealized +56.6%
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $371 Shares 4,971 Est. Cost $106.18 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $368 Shares 4,683 Est. Cost $92.35 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $367 Shares 7,495 Est. Cost $36.86 Unrealized +36.4%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $362 Shares 3,208 Est. Cost $195.40 Unrealized 0.0%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $359 Shares 4,814 Est. Cost $62.95 Unrealized -7.0%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $358 Shares 4,833 Est. Cost $67.73 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $354 Shares 2,716 Est. Cost $99.91 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $354 Shares 5,468 Est. Cost $69.88 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $351 Shares 1,542 Est. Cost $261.35 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $346 Shares 3,774 Est. Cost $74.02 Unrealized
NKE NIKE INC 0.0%
Value ($000) $343 Shares 2,747 Est. Cost $90.63 Unrealized +45.6%
QCOM QUALCOMM INC 0.0%
Value ($000) $341 Shares 2,443 Est. Cost $106.57 Unrealized +44.1%
TMAT NORTHERN LTS FD TR IV 0.0%
Value ($000) $329 Shares 22,450 Est. Cost $22.27 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $328 Shares 3,438 Est. Cost $50.84 Unrealized +56.7%
GM GENERAL MTRS CO 0.0%
Value ($000) $326 Shares 8,596 Est. Cost $40.61 Unrealized +18.6%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $326 Shares 4,687 Est. Cost $53.86 Unrealized +7.7%
PATH UIPATH INC 0.0%
Value ($000) $325 Shares 18,244 Est. Cost $33.70 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $324 Shares 3,007 Est. Cost $86.02 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $321 Shares 1,664 Est. Cost $86.81 Unrealized +131.3%
VLUE ISHARES TR 0.0%
Value ($000) $319 Shares 3,232 Est. Cost $74.76 Unrealized
BHP BHP GROUP LTD 0.0%
Value ($000) $318 Shares 4,755 Est. Cost $57.83 Unrealized
OPER ETF SER SOLUTIONS 0.0%
Value ($000) $314 Shares 3,139 Est. Cost $100.03 Unrealized
IDEV ISHARES TR 0.0%
Value ($000) $313 Shares 5,272 Est. Cost $55.31 Unrealized
MMM 3M CO 0.0%
Value ($000) $310 Shares 2,149 Est. Cost $132.23 Unrealized -13.3%
XYL XYLEM INC 0.0%
Value ($000) $309 Shares 3,838 Est. Cost $47.38 Unrealized +92.9%
IWS ISHARES TR 0.0%
Value ($000) $307 Shares 2,727 Est. Cost $118.63 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $306 Shares 3,396 Est. Cost $77.81 Unrealized +12.4%
DIAL COLUMBIA ETF TR I 0.0%
Value ($000) $303 Shares 16,557 Est. Cost $21.65 Unrealized
LEAD SIREN ETF TR 0.0%
Value ($000) $299 Shares 5,804 Est. Cost $47.82 Unrealized
RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $292 Shares 3,075 Est. Cost $94.96 Unrealized
MID AMERICAN CENTY ETF TR 0.0%
Value ($000) $290 Shares 6,650 Est. Cost $43.61 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $290 Shares 1,616 Est. Cost $165.73 Unrealized +6.9%
SUB ISHARES TR 0.0%
Value ($000) $290 Shares 2,800 Est. Cost $108.34 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $289 Shares 1,052 Est. Cost $221.89 Unrealized +20.1%
AVGO BROADCOM INC 0.0%
Value ($000) $289 Shares 522 Est. Cost $44.48 Unrealized +23.8%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $286 Shares 4,414 Est. Cost $96.17 Unrealized
JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $286 Shares 3,608 Est. Cost $64.30 Unrealized
TLH ISHARES TR 0.0%
Value ($000) $283 Shares 2,283 Est. Cost $145.47 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $281 Shares 3,823 Est. Cost $51.46 Unrealized +49.6%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $276 Shares 2,542 Est. Cost $57.89 Unrealized +62.6%
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $275 Shares 22,964 Est. Cost $13.94 Unrealized 0.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $274 Shares 2,160 Est. Cost $53.33 Unrealized +105.7%
SLV ISHARES SILVER TR 0.0%
Value ($000) $273 Shares 12,958 Est. Cost $24.02 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $271 Shares 567 Est. Cost $101.75 Unrealized +10.1%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $270 Shares 1,643 Est. Cost $82.41 Unrealized +72.9%
KKR KKR & CO INC 0.0%
Value ($000) $268 Shares 5,252 Est. Cost $36.94 Unrealized +64.8%
MBB ISHARES TR 0.0%
Value ($000) $267 Shares 2,718 Est. Cost $108.50 Unrealized
FPX FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $265 Shares 2,754 Est. Cost $121.50 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $264 Shares 3,669 Est. Cost $65.04 Unrealized
SLYV SPDR SER TR 0.0%
Value ($000) $264 Shares 3,380 Est. Cost $84.20 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $262 Shares 7,769 Est. Cost $72.04 Unrealized 0.0%
FISV FISERV INC 0.0%
Value ($000) $260 Shares 2,651 Est. Cost $114.18 Unrealized -11.4%
IWP ISHARES TR 0.0%
Value ($000) $260 Shares 2,912 Est. Cost $98.24 Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $257 Shares 8,078 Est. Cost $30.49 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $253 Shares 1,781 Est. Cost $147.36 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $252 Shares 2,091 Est. Cost $110.23 Unrealized +5.7%
OKE ONEOK INC NEW 0.0%
Value ($000) $248 Shares 3,919 Est. Cost $35.03 Unrealized +48.5%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $244 Shares 3,177 Est. Cost $82.85 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $243 Shares 3,681 Est. Cost $28.48 Unrealized +5.6%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $243 Shares 3,412 Est. Cost $66.66 Unrealized
LIFE STORAGE INC 0.0%
Value ($000) $243 Shares 1,837 Est. Cost $119.22 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $242 Shares 6,658 Est. Cost $37.43 Unrealized
GREEN PLAINS PARTNERS LP 0.0%
Value ($000) $240 Shares 16,604 Est. Cost $16.95 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $240 Shares 3,264 Est. Cost $42.93 Unrealized +36.7%
INVESCO ACTIVELY MANAGED ETF 0.0%
Value ($000) $240 Shares 16,866 Est. Cost $15.83 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $239 Shares 1,256 Est. Cost $37.21 Unrealized +11.9%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $233 Shares 5,367 Est. Cost $49.18 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $231 Shares 1,311 Est. Cost $175.60 Unrealized +21.1%
EAPR INNOVATOR ETFS TR 0.0%
Value ($000) $230 Shares 9,705 Est. Cost $23.70 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $229 Shares 1,855 Est. Cost $112.17 Unrealized
DIVB ISHARES TR 0.0%
Value ($000) $229 Shares 5,862 Est. Cost $39.07 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $229 Shares 2,289 Est. Cost $81.05 Unrealized +2.1%
XBI SPDR SER TR 0.0%
Value ($000) $227 Shares 3,071 Est. Cost $4585.28 Unrealized
GSG ISHARES S&P GSCI COMMODITY- 0.0%
Value ($000) $218 Shares 9,213 Est. Cost $23.66 Unrealized
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $216 Shares 16,659 Est. Cost $13.73 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $215 Shares 1,702 Est. Cost $106.90 Unrealized +6.9%
YUM YUM BRANDS INC 0.0%
Value ($000) $211 Shares 1,806 Est. Cost $108.32 Unrealized +5.6%
PRESIDIO PPTY TR INC 0.0%
Value ($000) $207 Shares 60,193 Est. Cost $3.77 Unrealized
ICVT ISHARES TR 0.0%
Value ($000) $206 Shares 2,677 Est. Cost $89.09 Unrealized
CSX CSX CORP 0.0%
Value ($000) $205 Shares 5,958 Est. Cost $30.95 Unrealized +8.2%
DISCOVERY INC 0.0%
Value ($000) $186 Shares 10,232 Est. Cost $18.18 Unrealized
RHRX STARBOARD INVT TR 0.0%
Value ($000) $164 Shares 13,310 Est. Cost $13.75 Unrealized
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $148 Shares 21,038 Est. Cost $7.72 Unrealized
MANDIANT INC 0.0%
Value ($000) $144 Shares 145,000 Est. Cost $0.96 Unrealized
AGNC AGNC INVT CORP 0.0%
Value ($000) $139 Shares 12,677 Est. Cost $1059.98 Unrealized
CCIF VERTICAL CAP INCOME FD 0.0%
Value ($000) $127 Shares 13,398 Est. Cost $10.17 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $105 Shares 10,483 Est. Cost $10.83 Unrealized -0.6%
RINGCENTRAL INC 0.0%
Value ($000) $46 Shares 55,000 Est. Cost $0.84 Unrealized
STONEMOR INC 0.0%
Value ($000) $37 Shares 15,732 Est. Cost $0.59 Unrealized
PAVMED INC 0.0%
Value ($000) $36 Shares 28,600 Est. Cost $2.59 Unrealized
SEELOS THERAPEUTICS INC 0.0%
Value ($000) $33 Shares 53,200 Est. Cost $1.61 Unrealized
SQFTW PRESIDIO PPTY TR INC 0.0%
Value ($000) $12 Shares 63,582 Est. Cost $0.19 Unrealized
T2 BIOSYSTEMS INC 0.0%
Value ($000) $9 Shares 25,300 Est. Cost $0.57 Unrealized
AMPIO PHARMACEUTICALS INC 0.0%
Value ($000) $3 Shares 14,435 Est. Cost $0.65 Unrealized