Capital Investment Advisors, LLC Diversified Active

CIK: 0001582732 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 5, 2022

Total Value ($000): $2,918,612 (100.0% shares, 0.0% debt)

Holdings (546)

DGRO ISHARES CORE DIVIDEND GROWTH ETF 9.3%
Value ($000) $271,942 Shares 6,115,187 Est. Cost $34.41 Unrealized
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 3.0%
Value ($000) $88,884 Shares 3,388,651 Est. Cost $30.41 Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 2.6%
Value ($000) $75,653 Shares 3,040,718 Est. Cost $23.27 Unrealized
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 2.6%
Value ($000) $74,803 Shares 1,347,796 Est. Cost $60.39 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 2.3%
Value ($000) $68,295 Shares 563,911 Est. Cost $346.83 Unrealized
SDY SPDR S&P DIVIDEND ETF 2.3%
Value ($000) $66,854 Shares 599,587 Est. Cost $1763.44 Unrealized
HD HOME DEPOT INC COM 2.1%
Value ($000) $61,868 Shares 224,209 Est. Cost $102.38 Unrealized +164.4%
XLF FINANCIAL SELECT SECTOR SPDR FUND 2.1%
Value ($000) $60,530 Shares 1,993,733 Est. Cost $81.54 Unrealized
AAPL APPLE INC COM 2.0%
Value ($000) $57,685 Shares 417,404 Est. Cost $91.55 Unrealized +68.5%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 1.8%
Value ($000) $53,671 Shares 451,856 Est. Cost $977.25 Unrealized
JNJ JOHNSON & JOHNSON COM 1.7%
Value ($000) $48,360 Shares 296,034 Est. Cost $105.32 Unrealized +45.2%
MBB ISHARES MBS ETF 1.5%
Value ($000) $43,011 Shares 469,660 Est. Cost $110.38 Unrealized
MSFT MICROSOFT CORP COM 1.4%
Value ($000) $41,264 Shares 177,173 Est. Cost $106.44 Unrealized +141.3%
IBTE ISHARES IBONDS DEC 2024 TERM TREASURY ETF 1.3%
Value ($000) $39,243 Shares 1,638,559 Est. Cost $24.45 Unrealized
CVX CHEVRON CORP NEW COM 1.2%
Value ($000) $35,544 Shares 247,401 Est. Cost $94.92 Unrealized +39.9%
SO SOUTHERN CO COM 1.2%
Value ($000) $35,328 Shares 519,522 Est. Cost $37.98 Unrealized +76.3%
GOOGL ALPHABET INC CAP STK CL A 1.2%
Value ($000) $33,808 Shares 353,451 Est. Cost $106.71 Unrealized +3.1%
PG PROCTER AND GAMBLE CO COM 1.1%
Value ($000) $32,849 Shares 260,188 Est. Cost $87.61 Unrealized +49.1%
LMT LOCKHEED MARTIN CORP COM 1.1%
Value ($000) $32,052 Shares 82,975 Est. Cost $273.84 Unrealized +39.1%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 1.1%
Value ($000) $31,988 Shares 1,151,474 Est. Cost $35.09 Unrealized
ISHARES IBONDS DEC 2025 TERM TREASURY ETF 1.1%
Value ($000) $31,774 Shares 1,364,852 Est. Cost $23.93 Unrealized
IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF 1.1%
Value ($000) $31,036 Shares 1,369,081 Est. Cost $23.49 Unrealized
CSCO CISCO SYS INC COM 1.0%
Value ($000) $30,084 Shares 752,098 Est. Cost $32.87 Unrealized +21.8%
IJH ISHARES CORE S&P MID-CAP ETF 1.0%
Value ($000) $29,187 Shares 133,118 Est. Cost $4816.75 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 1.0%
Value ($000) $28,436 Shares 1,236,329 Est. Cost $25.75 Unrealized
ACWX ISHARES MSCI ACWI EX U.S. ETF 1.0%
Value ($000) $28,421 Shares 710,339 Est. Cost $41.90 Unrealized
MRK MERCK & CO INC COM 1.0%
Value ($000) $28,141 Shares 326,764 Est. Cost $56.94 Unrealized +41.2%
EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF 0.9%
Value ($000) $27,637 Shares 1,212,167 Est. Cost $28.20 Unrealized
KO COCA COLA CO COM 0.9%
Value ($000) $24,905 Shares 444,574 Est. Cost $37.10 Unrealized +51.1%
IJR ISHARES CORE S&P SMALL CAP ETF 0.9%
Value ($000) $24,827 Shares 284,751 Est. Cost $1349.09 Unrealized
ABBV ABBVIE INC COM 0.8%
Value ($000) $24,131 Shares 179,802 Est. Cost $70.57 Unrealized +80.1%
UPS UNITED PARCEL SERVICE INC CL B 0.8%
Value ($000) $24,007 Shares 148,613 Est. Cost $86.35 Unrealized +85.9%
MO ALTRIA GROUP INC COM 0.8%
Value ($000) $23,729 Shares 587,648 Est. Cost $28.58 Unrealized +15.7%
CMI CUMMINS INC COM 0.8%
Value ($000) $23,429 Shares 115,124 Est. Cost $160.96 Unrealized +21.9%
PFE PFIZER INC COM 0.8%
Value ($000) $23,288 Shares 532,169 Est. Cost $24.91 Unrealized +62.2%
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.8%
Value ($000) $22,540 Shares 947,466 Est. Cost $27.73 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.7%
Value ($000) $21,089 Shares 411,655 Est. Cost $56.36 Unrealized
CAH CARDINAL HEALTH INC COM 0.7%
Value ($000) $20,899 Shares 313,428 Est. Cost $49.20 Unrealized +20.4%
IVV ISHARES CORE S&P 500 ETF 0.7%
Value ($000) $20,889 Shares 58,244 Est. Cost $1117.27 Unrealized
JPM JPMORGAN CHASE & CO COM 0.7%
Value ($000) $20,239 Shares 193,676 Est. Cost $85.17 Unrealized +24.0%
VZ VERIZON COMMUNICATIONS INC COM 0.6%
Value ($000) $18,359 Shares 483,516 Est. Cost $34.35 Unrealized +4.1%
INTC INTEL CORP COM 0.6%
Value ($000) $18,343 Shares 711,794 Est. Cost $34.42 Unrealized -6.1%
AMZN AMAZON COM INC COM 0.6%
Value ($000) $17,857 Shares 158,024 Est. Cost $122.25 Unrealized +3.4%
GILD GILEAD SCIENCES INC COM 0.6%
Value ($000) $17,663 Shares 286,323 Est. Cost $56.23 Unrealized -0.8%
BMY BRISTOL-MYERS SQUIBB CO COM 0.6%
Value ($000) $17,486 Shares 245,972 Est. Cost $46.91 Unrealized +32.8%
DVY ISHARES SELECT DIVIDEND ETF 0.6%
Value ($000) $16,952 Shares 158,109 Est. Cost $3260.02 Unrealized
T AT&T INC COM 0.6%
Value ($000) $16,692 Shares 1,088,113 Est. Cost $14.57 Unrealized +3.6%
VNQ VANGUARD REAL ESTATE ETF 0.6%
Value ($000) $16,612 Shares 207,205 Est. Cost $1540.45 Unrealized
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.6%
Value ($000) $16,418 Shares 753,459 Est. Cost $25.40 Unrealized
BAC BK OF AMERICA CORP COM 0.5%
Value ($000) $15,987 Shares 529,364 Est. Cost $15.73 Unrealized +94.5%
SNA SNAP ON INC COM 0.5%
Value ($000) $15,585 Shares 77,403 Est. Cost $179.42 Unrealized +9.9%
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.5%
Value ($000) $15,439 Shares 618,796 Est. Cost $25.40 Unrealized
EOG EOG RES INC COM 0.5%
Value ($000) $15,336 Shares 137,256 Est. Cost $97.66 Unrealized 0.0%
QCOM QUALCOMM INC COM 0.5%
Value ($000) $15,294 Shares 135,368 Est. Cost $64.28 Unrealized +97.6%
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 0.5%
Value ($000) $15,266 Shares 753,453 Est. Cost $24.11 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.5%
Value ($000) $14,697 Shares 618,039 Est. Cost $26.08 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.5%
Value ($000) $13,690 Shares 46,716 Est. Cost $243.48 Unrealized +22.0%
CVS CVS HEALTH CORP COM 0.5%
Value ($000) $13,633 Shares 142,944 Est. Cost $57.05 Unrealized +53.6%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.5%
Value ($000) $13,626 Shares 261,845 Est. Cost $62.25 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.5%
Value ($000) $13,513 Shares 284,432 Est. Cost $417.18 Unrealized
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $13,433 Shares 153,857 Est. Cost $58.63 Unrealized +38.8%
NEM NEWMONT CORP COM 0.5%
Value ($000) $13,190 Shares 313,822 Est. Cost $50.95 Unrealized -17.3%
LEN LENNAR CORP CL A 0.4%
Value ($000) $13,091 Shares 175,602 Est. Cost $81.13 Unrealized -8.8%
TSN TYSON FOODS INC CL A 0.4%
Value ($000) $12,963 Shares 196,612 Est. Cost $75.61 Unrealized -6.9%
BBY BEST BUY INC COM 0.4%
Value ($000) $12,431 Shares 196,256 Est. Cost $83.54 Unrealized -24.8%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.4%
Value ($000) $12,038 Shares 329,909 Est. Cost $459.55 Unrealized
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.4%
Value ($000) $10,902 Shares 447,701 Est. Cost $25.35 Unrealized
MMM 3M CO COM 0.4%
Value ($000) $10,830 Shares 98,008 Est. Cost $112.48 Unrealized -14.3%
ISHARES IBONDS DEC 2022 TERM CORPORATE ETF 0.4%
Value ($000) $10,797 Shares 431,360 Est. Cost $25.12 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.4%
Value ($000) $10,496 Shares 143,051 Est. Cost $930.39 Unrealized
VICI VICI PPTYS INC COM 0.4%
Value ($000) $10,357 Shares 346,971 Est. Cost $24.31 Unrealized +12.7%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.3%
Value ($000) $10,154 Shares 124,041 Est. Cost $59.54 Unrealized +40.8%
VOYA GLBL EQTY DIV & PREM OPP COM 0.3%
Value ($000) $10,118 Shares 2,023,685 Est. Cost $5.06 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.3%
Value ($000) $10,025 Shares 415,473 Est. Cost $25.32 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $9,936 Shares 37,211 Est. Cost $182.08 Unrealized +56.3%
C CITIGROUP INC COM NEW 0.3%
Value ($000) $9,726 Shares 233,404 Est. Cost $47.51 Unrealized -8.1%
LLY LILLY ELI & CO COM 0.3%
Value ($000) $9,526 Shares 29,460 Est. Cost $55.79 Unrealized +452.2%
BSV VANGUARD SHORT-TERM BOND ETF 0.3%
Value ($000) $8,914 Shares 119,144 Est. Cost $927.35 Unrealized
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.3%
Value ($000) $8,793 Shares 290,200 Est. Cost $30.70 Unrealized
WESTERN ASSET HIGH INCOME OPPO COM 0.3%
Value ($000) $8,642 Shares 2,348,276 Est. Cost $4.80 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.3%
Value ($000) $8,602 Shares 67,582 Est. Cost $132.24 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.3%
Value ($000) $8,413 Shares 101,561 Est. Cost $393.05 Unrealized
DUKE REALTY CORP COM NEW 0.3%
Value ($000) $8,362 Shares 173,492 Est. Cost $45.41 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.3%
Value ($000) $8,265 Shares 126,156 Est. Cost $5620.73 Unrealized
MGC VANGUARD MEGA CAP ETF 0.3%
Value ($000) $8,241 Shares 66,019 Est. Cost $90.32 Unrealized
ISHARES IBONDS DEC 2023 TERM TREASURY ETF 0.3%
Value ($000) $8,199 Shares 331,014 Est. Cost $24.77 Unrealized
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.3%
Value ($000) $7,844 Shares 339,587 Est. Cost $25.90 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $7,767 Shares 15,378 Est. Cost $226.64 Unrealized +118.4%
CCI CROWN CASTLE INC COM 0.3%
Value ($000) $7,537 Shares 52,142 Est. Cost $143.62 Unrealized -0.8%
PEP PEPSICO INC COM 0.3%
Value ($000) $7,495 Shares 45,911 Est. Cost $93.23 Unrealized +65.6%
XLE ENERGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $7,361 Shares 102,202 Est. Cost $240.66 Unrealized
TGT TARGET CORP COM 0.2%
Value ($000) $7,293 Shares 49,145 Est. Cost $140.30 Unrealized +1.9%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $7,292 Shares 61,377 Est. Cost $102.26 Unrealized +13.1%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $7,054 Shares 30,572 Est. Cost $120.10 Unrealized +96.7%
PGIM HIGH YIELD BOND FUND INC COM 0.2%
Value ($000) $6,953 Shares 602,522 Est. Cost $14.00 Unrealized
CAT CATERPILLAR INC COM 0.2%
Value ($000) $6,669 Shares 40,646 Est. Cost $108.80 Unrealized +58.3%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $6,374 Shares 13,496 Est. Cost $293.11 Unrealized +69.9%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $6,297 Shares 75,859 Est. Cost $50.51 Unrealized +60.3%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $6,253 Shares 40,402 Est. Cost $150.52 Unrealized +0.7%
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $6,103 Shares 17,086 Est. Cost $1762.96 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $5,951 Shares 63,974 Est. Cost $53.29 Unrealized +76.4%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.2%
Value ($000) $5,875 Shares 43,466 Est. Cost $1629.82 Unrealized
CUZ COUSINS PPTYS INC COM NEW 0.2%
Value ($000) $5,719 Shares 244,944 Est. Cost $32.76 Unrealized
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $5,678 Shares 77,542 Est. Cost $75.40 Unrealized +3.0%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $5,620 Shares 59,581 Est. Cost $100.70 Unrealized +3.8%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $5,586 Shares 39,211 Est. Cost $1541.92 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.2%
Value ($000) $5,484 Shares 63,437 Est. Cost $69.69 Unrealized +25.0%
MPT MEDICAL PPTYS TRUST INC COM 0.2%
Value ($000) $5,449 Shares 459,458 Est. Cost $18.88 Unrealized
AMGN AMGEN INC COM 0.2%
Value ($000) $5,365 Shares 23,802 Est. Cost $159.89 Unrealized +36.3%
BLACKROCK CORE BD TR SHS BEN INT 0.2%
Value ($000) $5,268 Shares 526,844 Est. Cost $14.84 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.2%
Value ($000) $5,250 Shares 25,043 Est. Cost $74.46 Unrealized +199.3%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.2%
Value ($000) $5,053 Shares 49,321 Est. Cost $121.99 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.2%
Value ($000) $4,880 Shares 19,288 Est. Cost $116.48 Unrealized
ORCL ORACLE CORP COM 0.2%
Value ($000) $4,878 Shares 79,874 Est. Cost $35.53 Unrealized +97.5%
XMUIX BLACKROCK MUNICIPAL INCOME COM 0.2%
Value ($000) $4,817 Shares 443,517 Est. Cost $13.47 Unrealized
VLO VALERO ENERGY CORP COM 0.2%
Value ($000) $4,740 Shares 44,366 Est. Cost $57.66 Unrealized +72.3%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $4,710 Shares 60,070 Est. Cost $61.86 Unrealized +24.7%
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $4,631 Shares 38,151 Est. Cost $18.33 Unrealized -13.9%
D DOMINION ENERGY INC COM 0.2%
Value ($000) $4,539 Shares 65,680 Est. Cost $57.75 Unrealized +18.3%
WMT WALMART INC COM 0.1%
Value ($000) $4,314 Shares 33,261 Est. Cost $28.46 Unrealized +47.6%
CLX CLOROX CO DEL COM 0.1%
Value ($000) $4,271 Shares 33,265 Est. Cost $141.59 Unrealized -9.0%
V VISA INC COM CL A 0.1%
Value ($000) $4,036 Shares 22,720 Est. Cost $91.95 Unrealized +115.7%
NUVEEN AMT FREE QLTY MUN INCME COM 0.1%
Value ($000) $4,029 Shares 380,087 Est. Cost $14.04 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.1%
Value ($000) $4,000 Shares 72,653 Est. Cost $65.97 Unrealized
PNW PINNACLE WEST CAP CORP COM 0.1%
Value ($000) $3,940 Shares 61,083 Est. Cost $65.61 Unrealized -3.0%
NUVEEN QUALITY MUNCP INCOME FD COM 0.1%
Value ($000) $3,791 Shares 344,668 Est. Cost $13.79 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $3,716 Shares 33,023 Est. Cost $105.23 Unrealized +8.6%
CWI SPDR MSCI ACWI EX-US ETF 0.1%
Value ($000) $3,560 Shares 167,853 Est. Cost $201.22 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $3,495 Shares 52,372 Est. Cost $54.21 Unrealized
EATON VANCE MUNI INCOME TRUST SH BEN INT 0.1%
Value ($000) $3,356 Shares 343,526 Est. Cost $11.99 Unrealized
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $3,350 Shares 117,025 Est. Cost $22.44 Unrealized +24.3%
BLACKSTONE STRATEGIC CREDIT FD COM SHS BEN IN 0.1%
Value ($000) $3,337 Shares 313,911 Est. Cost $14.34 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.1%
Value ($000) $3,333 Shares 81,550 Est. Cost $46.29 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $3,314 Shares 27,374 Est. Cost $138.41 Unrealized +10.8%
AVGO BROADCOM INC COM 0.1%
Value ($000) $3,052 Shares 6,874 Est. Cost $43.63 Unrealized +10.2%
OKE ONEOK INC NEW COM 0.1%
Value ($000) $3,024 Shares 59,016 Est. Cost $45.65 Unrealized +9.1%
HII HUNTINGTON INGALLS INDS INC COM 0.1%
Value ($000) $2,997 Shares 13,533 Est. Cost $183.67 Unrealized +13.3%
BLACKROCK LTD DURATION INCOME COM SHS 0.1%
Value ($000) $2,992 Shares 247,280 Est. Cost $102.86 Unrealized
KELLOGG CO COM 0.1%
Value ($000) $2,986 Shares 42,864 Est. Cost $49.09 Unrealized +24.6%
INVESCO SR INCOME TR COM 0.1%
Value ($000) $2,969 Shares 798,030 Est. Cost $4.07 Unrealized
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $2,902 Shares 33,838 Est. Cost $51.18 Unrealized +67.8%
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $2,852 Shares 171,419 Est. Cost $17.82 Unrealized -17.1%
TAP MOLSON COORS BEVERAGE CO CL B 0.1%
Value ($000) $2,845 Shares 59,292 Est. Cost $47.07 Unrealized +3.5%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $2,825 Shares 38,027 Est. Cost $82.18 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $2,759 Shares 250,176 Est. Cost $14.60 Unrealized
DWS MUNICIPAL INCOME 0.1%
Value ($000) $2,679 Shares 322,028 Est. Cost $10.84 Unrealized
DELAWARE IVY HIGH INCOME OPPO COM 0.1%
Value ($000) $2,655 Shares 263,120 Est. Cost $14.22 Unrealized
BLACKROCK CR ALLOCATION INCOME COM 0.1%
Value ($000) $2,552 Shares 267,527 Est. Cost $12.75 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $2,511 Shares 62,426 Est. Cost $37.55 Unrealized +4.9%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $2,475 Shares 32,309 Est. Cost $37.07 Unrealized +82.9%
ARES DYNAMIC CR ALLOCATION FD COM 0.1%
Value ($000) $2,465 Shares 209,754 Est. Cost $15.04 Unrealized
DANIMER SCIENTIFIC INC COM CL A 0.1%
Value ($000) $2,459 Shares 833,403 Est. Cost $19.39 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $2,446 Shares 12,553 Est. Cost $123.07 Unrealized +65.9%
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.1%
Value ($000) $2,405 Shares 47,482 Est. Cost $65.98 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $2,377 Shares 24,725 Est. Cost $107.48 Unrealized +3.1%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $2,351 Shares 15,197 Est. Cost $134.03 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $2,298 Shares 10,922 Est. Cost $158.15 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $2,270 Shares 22,126 Est. Cost $108.05 Unrealized
WESTERN ASSET HIGH YIELD DEFIN COM 0.1%
Value ($000) $2,232 Shares 199,128 Est. Cost $14.99 Unrealized
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $2,174 Shares 20,727 Est. Cost $117.31 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $2,156 Shares 12,915 Est. Cost $111.19 Unrealized +45.8%
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $2,127 Shares 65,197 Est. Cost $19.35 Unrealized +50.1%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $2,107 Shares 31,725 Est. Cost $611.13 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $2,099 Shares 37,471 Est. Cost $1737.05 Unrealized
NUVEEN AMT FREE MUN CR INC FD COM 0.1%
Value ($000) $2,089 Shares 178,989 Est. Cost $15.30 Unrealized
RITM RITHM CAPITAL CORP COM NEW 0.1%
Value ($000) $2,064 Shares 281,956 Est. Cost $7.42 Unrealized
BLACKROCK MUNIYIELD QUALITY FD COM 0.1%
Value ($000) $2,058 Shares 197,335 Est. Cost $31.81 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $2,034 Shares 11,261 Est. Cost $155.42 Unrealized +16.9%
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $2,016 Shares 7,544 Est. Cost $300.18 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.1%
Value ($000) $1,994 Shares 173,392 Est. Cost $18.55 Unrealized -26.7%
ICF ISHARES COHEN & STEERS REIT ETF 0.1%
Value ($000) $1,984 Shares 36,979 Est. Cost $64.35 Unrealized
NUVEEN FLOATING RATE INCOME FD COM 0.1%
Value ($000) $1,950 Shares 240,457 Est. Cost $10.30 Unrealized
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $1,921 Shares 12,863 Est. Cost $65.31 Unrealized +110.4%
REM ISHARES MORTGAGE REAL ESTATE ETF 0.1%
Value ($000) $1,902 Shares 90,852 Est. Cost $24.86 Unrealized
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $1,887 Shares 43,339 Est. Cost $41.96 Unrealized -4.2%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $1,881 Shares 18,382 Est. Cost $50.75 Unrealized +73.8%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $1,793 Shares 12,793 Est. Cost $66.88 Unrealized +120.9%
MAIN MAIN STR CAP CORP COM 0.1%
Value ($000) $1,785 Shares 53,049 Est. Cost $36.08 Unrealized +14.2%
BNY MELLON STRATEGIC MUNS INC COM 0.1%
Value ($000) $1,784 Shares 293,369 Est. Cost $7.63 Unrealized
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $1,778 Shares 22,500 Est. Cost $56.95 Unrealized +32.1%
ALLIANCEBERNSTEIN NAT MUNI INC 0.1%
Value ($000) $1,762 Shares 170,078 Est. Cost $13.09 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $1,758 Shares 50,404 Est. Cost $38.42 Unrealized
OMC OMNICOM GROUP INC COM 0.1%
Value ($000) $1,753 Shares 27,778 Est. Cost $56.13 Unrealized +7.4%
IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 0.1%
Value ($000) $1,716 Shares 87,945 Est. Cost $22.74 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.1%
Value ($000) $1,712 Shares 99,747 Est. Cost $17.16 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $1,710 Shares 62,582 Est. Cost $36.02 Unrealized -22.6%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $1,696 Shares 21,006 Est. Cost $87.58 Unrealized -7.8%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $1,674 Shares 7,888 Est. Cost $145.23 Unrealized +45.2%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.1%
Value ($000) $1,651 Shares 9,201 Est. Cost $172.03 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.1%
Value ($000) $1,649 Shares 16,067 Est. Cost $106.44 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $1,626 Shares 4 Est. Cost $299941.90 Unrealized +42.7%
ALLIANCEBERNSTEIN GLOBAL HIGH COM 0.1%
Value ($000) $1,613 Shares 181,618 Est. Cost $13.56 Unrealized
BX BLACKSTONE INC COM 0.1%
Value ($000) $1,613 Shares 19,274 Est. Cost $54.51 Unrealized +60.1%
BLACKROCK CORPOR HI YLD FD INC COM 0.1%
Value ($000) $1,566 Shares 183,196 Est. Cost $48.71 Unrealized
PBA PEMBINA PIPELINE CORP COM 0.1%
Value ($000) $1,563 Shares 51,479 Est. Cost $17.90 Unrealized +69.4%
SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 0.1%
Value ($000) $1,542 Shares 54,835 Est. Cost $31.14 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $1,521 Shares 18,301 Est. Cost $52.98 Unrealized +91.7%
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT 0.1%
Value ($000) $1,512 Shares 132,939 Est. Cost $14.60 Unrealized
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $1,507 Shares 6,476 Est. Cost $109.91 Unrealized +106.0%
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.1%
Value ($000) $1,493 Shares 20,314 Est. Cost $85.26 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.1%
Value ($000) $1,492 Shares 12,759 Est. Cost $139.11 Unrealized
WELL WELLTOWER INC COM 0.1%
Value ($000) $1,481 Shares 23,028 Est. Cost $42.97 Unrealized +67.2%
ABT ABBOTT LABS COM 0.0%
Value ($000) $1,450 Shares 14,990 Est. Cost $64.47 Unrealized +55.1%
COHEN & STEERS REIT & PFD & IN COM 0.0%
Value ($000) $1,421 Shares 73,264 Est. Cost $15.70 Unrealized
GGG GRACO INC COM 0.0%
Value ($000) $1,412 Shares 23,549 Est. Cost $38.18 Unrealized +60.7%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $1,381 Shares 6,106 Est. Cost $137.36 Unrealized +59.5%
AFL AFLAC INC COM 0.0%
Value ($000) $1,381 Shares 24,572 Est. Cost $35.26 Unrealized +54.7%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $1,377 Shares 19,286 Est. Cost $92.01 Unrealized
XMHIX PIONEER MUNICIPAL HIGH INCOME COM SHS 0.0%
Value ($000) $1,365 Shares 166,296 Est. Cost $12.00 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $1,347 Shares 36,304 Est. Cost $30.72 Unrealized +10.0%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $1,336 Shares 8,341 Est. Cost $79.55 Unrealized +96.7%
KKR INCOME OPPORTUNITIES FD COM 0.0%
Value ($000) $1,335 Shares 116,721 Est. Cost $15.29 Unrealized
META META PLATFORMS INC CL A 0.0%
Value ($000) $1,334 Shares 9,833 Est. Cost $160.88 Unrealized +0.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $1,332 Shares 11,870 Est. Cost $49.09 Unrealized +128.4%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $1,331 Shares 16,394 Est. Cost $85.87 Unrealized
FAS DIREXION DAILY FINANCIAL BULL 3X SHARES 0.0%
Value ($000) $1,330 Shares 24,542 Est. Cost $34.93 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $1,306 Shares 2,374 Est. Cost $435.30 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $1,285 Shares 6,842 Est. Cost $104.33 Unrealized +74.8%
NUVEEN GEORGIA QLTY MUN INC FD COM 0.0%
Value ($000) $1,267 Shares 132,629 Est. Cost $289.55 Unrealized
IPATH SHILLER CAPE ETN 0.0%
Value ($000) $1,264 Shares 69,136 Est. Cost $27.35 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $1,259 Shares 12,389 Est. Cost $84.26 Unrealized +32.3%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $1,248 Shares 42,551 Est. Cost $36.51 Unrealized -7.8%
PID INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $1,242 Shares 81,417 Est. Cost $12.17 Unrealized
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 0.0%
Value ($000) $1,226 Shares 125,086 Est. Cost $146.15 Unrealized
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $1,221 Shares 27,768 Est. Cost $36.72 Unrealized +21.2%
DE DEERE & CO COM 0.0%
Value ($000) $1,217 Shares 3,646 Est. Cost $114.68 Unrealized +184.7%
XPHTX PIONEER HIGH INCOME FUND INC COM 0.0%
Value ($000) $1,214 Shares 187,856 Est. Cost $9.14 Unrealized
BNY MELLON STRATEGIC MUN BD FD COM 0.0%
Value ($000) $1,209 Shares 213,648 Est. Cost $7.13 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $1,207 Shares 14,322 Est. Cost $65.84 Unrealized +19.0%
BARINGS GLOBAL SHORT DURATION HIGH YIELD 0.0%
Value ($000) $1,201 Shares 98,274 Est. Cost $13.28 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $1,175 Shares 16,469 Est. Cost $350.13 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $1,164 Shares 22,106 Est. Cost $63.68 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $1,105 Shares 98,698 Est. Cost $8.60 Unrealized +26.3%
INTU INTUIT COM 0.0%
Value ($000) $1,101 Shares 2,844 Est. Cost $271.58 Unrealized +55.6%
XMVFX BLACKROCK MUNIVEST FD INC COM 0.0%
Value ($000) $1,087 Shares 163,715 Est. Cost $60.36 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $1,068 Shares 4,027 Est. Cost $225.00 Unrealized +24.1%
SBR SABINE RTY TR UNIT BEN INT 0.0%
Value ($000) $1,048 Shares 14,745 Est. Cost $50.70 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $1,042 Shares 5,014 Est. Cost $188.34 Unrealized +13.9%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $1,038 Shares 27,506 Est. Cost $93.41 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $1,031 Shares 14,580 Est. Cost $40.86 Unrealized +85.3%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $1,025 Shares 20,801 Est. Cost $569.76 Unrealized
RIVERNORTH SPECIALTY FIN CORP COM 0.0%
Value ($000) $998 Shares 58,119 Est. Cost $17.16 Unrealized
BLV VANGUARD LONG-TERM BOND ETF 0.0%
Value ($000) $991 Shares 13,770 Est. Cost $98.67 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $982 Shares 17,904 Est. Cost $29.69 Unrealized +90.6%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $967 Shares 1,907 Est. Cost $440.47 Unrealized +25.8%
MCK MCKESSON CORP COM 0.0%
Value ($000) $965 Shares 2,840 Est. Cost $159.45 Unrealized +114.0%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $964 Shares 3,644 Est. Cost $207.17 Unrealized +17.1%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $952 Shares 13,997 Est. Cost $67.84 Unrealized
BLACKROCK MUNIHOLDINGS FD INC COM 0.0%
Value ($000) $949 Shares 84,323 Est. Cost $245.63 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $946 Shares 6,958 Est. Cost $122.49 Unrealized
INVESCO VALUE MUN INCOME TR COM 0.0%
Value ($000) $927 Shares 80,511 Est. Cost $14.47 Unrealized
ABIOMED INC COM 0.0%
Value ($000) $910 Shares 3,703 Est. Cost $181.28 Unrealized
NUVEEN PFD & INCOME SECS FD COM 0.0%
Value ($000) $906 Shares 137,879 Est. Cost $6.84 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $906 Shares 1,927 Est. Cost $279.74 Unrealized +61.1%
ADAMS DIVERSIFIED EQUITY FD COM 0.0%
Value ($000) $900 Shares 61,774 Est. Cost $14.53 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $897 Shares 10,425 Est. Cost $87.01 Unrealized +1.7%
XXHYBXX NEW AMER HIGH INCOME FD INC COM NEW 0.0%
Value ($000) $892 Shares 136,993 Est. Cost $7.77 Unrealized
EATON VANCE SR FLTNG RTE TR COM 0.0%
Value ($000) $884 Shares 79,595 Est. Cost $13.23 Unrealized
CRM SALESFORCE INC COM 0.0%
Value ($000) $869 Shares 6,041 Est. Cost $219.78 Unrealized -23.8%
NXRT NEXPOINT RESIDENTIAL TR INC COM 0.0%
Value ($000) $869 Shares 18,807 Est. Cost $13.68 Unrealized
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value ($000) $854 Shares 44,186 Est. Cost $64.44 Unrealized
PGIM GLOBAL HIGH YIELD FD FORM COM 0.0%
Value ($000) $853 Shares 80,605 Est. Cost $12.64 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $849 Shares 6,365 Est. Cost $58.42 Unrealized +128.3%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $839 Shares 5,619 Est. Cost $109.11 Unrealized +39.6%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.0%
Value ($000) $833 Shares 17,393 Est. Cost $52.22 Unrealized
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $832 Shares 31,855 Est. Cost $22.53 Unrealized +9.7%
BLACKROCK MUNIHOLDINGS QUALITY COM 0.0%
Value ($000) $823 Shares 84,719 Est. Cost $220.83 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $816 Shares 4,987 Est. Cost $118.53 Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $810 Shares 7,210 Est. Cost $82.41 Unrealized +47.8%
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $809 Shares 6,551 Est. Cost $113.39 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $793 Shares 7,458 Est. Cost $64.03 Unrealized +69.9%
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $792 Shares 8,017 Est. Cost $83.99 Unrealized +14.5%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $788 Shares 28,082 Est. Cost $45.47 Unrealized -32.1%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $783 Shares 8,124 Est. Cost $296.01 Unrealized
HOLLY ENERGY PARTNERS L P COM UT LTD PTN 0.0%
Value ($000) $783 Shares 47,714 Est. Cost $2399.56 Unrealized
NUVEEN FLOATING RATE INCOME OP COM SHS 0.0%
Value ($000) $782 Shares 96,967 Est. Cost $9.91 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $778 Shares 7,828 Est. Cost $48.88 Unrealized +77.8%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $768 Shares 12,399 Est. Cost $62.95 Unrealized -31.4%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $763 Shares 6,630 Est. Cost $55.14 Unrealized +108.2%
APOLLO TACTICAL INCOME FD INC COM 0.0%
Value ($000) $756 Shares 64,157 Est. Cost $14.88 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $754 Shares 2,653 Est. Cost $219.81 Unrealized +47.9%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $751 Shares 2,918 Est. Cost $168.64 Unrealized +62.9%
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.0%
Value ($000) $741 Shares 38,758 Est. Cost $22.04 Unrealized
NUVEEN SELECT TAX-FREE INCOME SH BEN INT 0.0%
Value ($000) $740 Shares 56,720 Est. Cost $15.19 Unrealized
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value ($000) $717 Shares 8,834 Est. Cost $88.62 Unrealized
NUVEEN PFD & INCOME OPPORTUNIT COM 0.0%
Value ($000) $712 Shares 102,419 Est. Cost $289.40 Unrealized
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value ($000) $712 Shares 38,243 Est. Cost $20.97 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $706 Shares 3,298 Est. Cost $181.20 Unrealized
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $699 Shares 29,395 Est. Cost $4523.61 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $698 Shares 8,962 Est. Cost $63.43 Unrealized
HANCOCK JOHN INVS TR COM 0.0%
Value ($000) $696 Shares 57,717 Est. Cost $14.85 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value ($000) $695 Shares 37,260 Est. Cost $20.57 Unrealized
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.0%
Value ($000) $690 Shares 33,816 Est. Cost $21.51 Unrealized
INVESCO ADVANTAGE MUN INCOME T SH BEN INT 0.0%
Value ($000) $683 Shares 84,101 Est. Cost $11.33 Unrealized
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $674 Shares 39,932 Est. Cost $7.44 Unrealized +87.0%
BLACKROCK DEBT STRATEGIES FD I COM NEW 0.0%
Value ($000) $664 Shares 74,433 Est. Cost $9.33 Unrealized
BIB PROSHARES ULTRA NASDAQ BIOTECHNOLOGY 0.0%
Value ($000) $657 Shares 13,795 Est. Cost $63.83 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $655 Shares 1,996 Est. Cost $292.83 Unrealized
VTR VENTAS INC COM 0.0%
Value ($000) $653 Shares 16,263 Est. Cost $35.42 Unrealized +22.8%
DOW DOW INC COM 0.0%
Value ($000) $652 Shares 14,845 Est. Cost $32.99 Unrealized +25.7%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $650 Shares 11,239 Est. Cost $84.02 Unrealized
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $644 Shares 42,820 Est. Cost $17.89 Unrealized
BLACKROCK FLOATING RATE INCOME COM 0.0%
Value ($000) $640 Shares 58,154 Est. Cost $12.89 Unrealized
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.0%
Value ($000) $633 Shares 31,716 Est. Cost $21.45 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $631 Shares 2,816 Est. Cost $85.28 Unrealized +166.0%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $627 Shares 8,925 Est. Cost $54.99 Unrealized +31.8%
FENY FIDELITY MSCI ENERGY INDEX ETF 0.0%
Value ($000) $625 Shares 31,484 Est. Cost $15.62 Unrealized
MFS MUN INCOME TR SH BEN INT 0.0%
Value ($000) $623 Shares 128,620 Est. Cost $60.85 Unrealized
APOLLO SR FLOATING RATE FD INC COM 0.0%
Value ($000) $622 Shares 49,721 Est. Cost $14.40 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $622 Shares 12,338 Est. Cost $18.12 Unrealized +22.7%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $610 Shares 4,901 Est. Cost $81.40 Unrealized +40.8%
PUTNAM MANAGED MUN INCOME TR COM 0.0%
Value ($000) $601 Shares 106,559 Est. Cost $6.66 Unrealized
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $590 Shares 2,014 Est. Cost $157.21 Unrealized +78.8%
EFX EQUIFAX INC COM 0.0%
Value ($000) $586 Shares 3,419 Est. Cost $114.62 Unrealized +66.7%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $584 Shares 2,961 Est. Cost $186.11 Unrealized
ALLSPRING MULTI SECTOR INCOME COM 0.0%
Value ($000) $580 Shares 67,269 Est. Cost $14.06 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $574 Shares 7,001 Est. Cost $48.38 Unrealized +93.3%
MACQUARIE / FIRST TR GLOBAL IN COM 0.0%
Value ($000) $573 Shares 72,300 Est. Cost $9.04 Unrealized
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $571 Shares 9,804 Est. Cost $84.44 Unrealized
IWC ISHARES MICRO-CAP ETF 0.0%
Value ($000) $570 Shares 5,514 Est. Cost $1314.87 Unrealized
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $570 Shares 14,631 Est. Cost $44.43 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $565 Shares 4,607 Est. Cost $83.49 Unrealized +47.7%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $560 Shares 7,196 Est. Cost $73.45 Unrealized +21.7%
JPMORGAN ALERIAN MLP INDEX ETN 0.0%
Value ($000) $556 Shares 27,721 Est. Cost $45.51 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $546 Shares 2,541 Est. Cost $190.99 Unrealized +19.8%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $543 Shares 5,645 Est. Cost $104.69 Unrealized
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $543 Shares 3,179 Est. Cost $159.44 Unrealized
EATON VANCE MUN BD FD COM 0.0%
Value ($000) $543 Shares 56,077 Est. Cost $12.16 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $538 Shares 10,809 Est. Cost $54.85 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $537 Shares 7,133 Est. Cost $61.12 Unrealized +10.4%
BNY MELLON MUN BD INFRASTRUCTU COM SHS 0.0%
Value ($000) $535 Shares 46,807 Est. Cost $13.04 Unrealized
BNY MELLON MUN INCOME INC COM 0.0%
Value ($000) $533 Shares 88,767 Est. Cost $7.88 Unrealized
OZK BANK OZK COM 0.0%
Value ($000) $516 Shares 13,032 Est. Cost $17.43 Unrealized +102.5%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $512 Shares 1,781 Est. Cost $232.12 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $511 Shares 1,908 Est. Cost $183.23 Unrealized +50.6%
BLACKROCK MUNI INCOME TR II COM 0.0%
Value ($000) $508 Shares 50,773 Est. Cost $15.75 Unrealized
INVESCO MUNICIPAL TRUST COM 0.0%
Value ($000) $505 Shares 55,235 Est. Cost $12.27 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $504 Shares 4,708 Est. Cost $94.72 Unrealized +25.7%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $503 Shares 7,945 Est. Cost $39.53 Unrealized +115.4%
BLACKSTONE LONG SHORT CR INCOM COM SHS BN INT 0.0%
Value ($000) $502 Shares 46,032 Est. Cost $13.75 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $494 Shares 1,849 Est. Cost $248.31 Unrealized -14.5%
CENTRAL SECS CORP COM 0.0%
Value ($000) $488 Shares 14,450 Est. Cost $33.77 Unrealized
ISHARES IBONDS DEC 2023 TERM MUNI BOND ETF 0.0%
Value ($000) $485 Shares 19,203 Est. Cost $25.76 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $483 Shares 2,189 Est. Cost $124.02 Unrealized +65.5%
ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 0.0%
Value ($000) $477 Shares 66,813 Est. Cost $7.95 Unrealized
CNOB CONNECTONE BANCORP INC COM 0.0%
Value ($000) $471 Shares 20,407 Est. Cost $15.34 Unrealized +48.5%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $469 Shares 3,476 Est. Cost $67.75 Unrealized +113.9%
RAAX VANECK INFLATION ALLOCATION ETF 0.0%
Value ($000) $468 Shares 20,611 Est. Cost $25.05 Unrealized
NXDT NEXPOINT DIVERSIFIED REL ET TR COM NEW 0.0%
Value ($000) $462 Shares 36,848 Est. Cost $10.49 Unrealized
DWS STRATEGIC MUNI INCOME 0.0%
Value ($000) $448 Shares 56,644 Est. Cost $10.01 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $448 Shares 4,144 Est. Cost $156.40 Unrealized -23.8%
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $442 Shares 8,542 Est. Cost $57.81 Unrealized
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $439 Shares 14,833 Est. Cost $29.60 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $436 Shares 11,785 Est. Cost $24.36 Unrealized +41.1%
CTVA CORTEVA INC COM 0.0%
Value ($000) $435 Shares 7,616 Est. Cost $25.99 Unrealized +116.1%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $433 Shares 1,941 Est. Cost $237.37 Unrealized -1.2%
OPITQ OFFICE PPTYS INCOME TR COM SHS BEN INT 0.0%
Value ($000) $428 Shares 30,487 Est. Cost $27.64 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $428 Shares 2,633 Est. Cost $68.60 Unrealized +148.7%
PBT PERMIAN BASIN RTY TR UNIT BEN INT 0.0%
Value ($000) $427 Shares 26,177 Est. Cost $832.45 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $427 Shares 5,619 Est. Cost $81.61 Unrealized
INVESCO QUALITY MUN INCOME TR COM 0.0%
Value ($000) $423 Shares 46,345 Est. Cost $12.47 Unrealized
XPMAX PIONEER MUNICIPAL HIGH INCOME COM 0.0%
Value ($000) $420 Shares 55,570 Est. Cost $12.02 Unrealized
OXM OXFORD INDS INC COM 0.0%
Value ($000) $417 Shares 4,644 Est. Cost $92.39 Unrealized +4.7%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $412 Shares 1,595 Est. Cost $196.15 Unrealized +22.7%
PII POLARIS INC COM 0.0%
Value ($000) $407 Shares 4,254 Est. Cost $79.00 Unrealized +41.9%
UDOW PROSHARES ULTRAPRO DOW 30 0.0%
Value ($000) $404 Shares 10,470 Est. Cost $72.56 Unrealized
DFAS DIMENSIONAL US SMALL CAP ETF 0.0%
Value ($000) $403 Shares 8,670 Est. Cost $56.06 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $396 Shares 6,288 Est. Cost $102.79 Unrealized
WPC WP CAREY INC COM 0.0%
Value ($000) $394 Shares 5,644 Est. Cost $74.35 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $393 Shares 12,524 Est. Cost $58.30 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $393 Shares 14,741 Est. Cost $23.06 Unrealized +28.4%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $392 Shares 3,894 Est. Cost $20.78 Unrealized +143.8%
EATON VANCE FLTING RATE INC TR COM 0.0%
Value ($000) $388 Shares 34,189 Est. Cost $15.22 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $388 Shares 5,380 Est. Cost $31.64 Unrealized +101.0%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $384 Shares 957 Est. Cost $285.56 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $381 Shares 6,334 Est. Cost $38.20 Unrealized +38.6%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $374 Shares 1,738 Est. Cost $103.02 Unrealized +113.5%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $370 Shares 5,953 Est. Cost $58.93 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $367 Shares 3,918 Est. Cost $85.05 Unrealized +19.8%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $365 Shares 11,591 Est. Cost $34.01 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value ($000) $362 Shares 1,620 Est. Cost $245.78 Unrealized
BLACKROCK MUNI INC QTY TRUST 0.0%
Value ($000) $356 Shares 32,487 Est. Cost $15.65 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $356 Shares 5,812 Est. Cost $63.74 Unrealized +1.6%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $351 Shares 3,904 Est. Cost $104.60 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $349 Shares 3,883 Est. Cost $104.44 Unrealized -19.0%
MFS INVT GRADE MUN TR SH BEN INT 0.0%
Value ($000) $348 Shares 51,637 Est. Cost $9.34 Unrealized
FIRST TR INTER DURATN PFD & IN COM 0.0%
Value ($000) $344 Shares 20,732 Est. Cost $18.26 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $342 Shares 13,731 Est. Cost $13.98 Unrealized +93.1%
OXFORD LANE CAP CORP COM 0.0%
Value ($000) $338 Shares 65,379 Est. Cost $5.17 Unrealized
NUVEEN MUN VALUE FD INC COM 0.0%
Value ($000) $337 Shares 39,815 Est. Cost $9.24 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $336 Shares 3,302 Est. Cost $125.36 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $336 Shares 5,766 Est. Cost $45.17 Unrealized +26.9%
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 0.0%
Value ($000) $333 Shares 8,679 Est. Cost $46.57 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $333 Shares 2,022 Est. Cost $164.47 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $330 Shares 3,998 Est. Cost $101.59 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $327 Shares 3,960 Est. Cost $73.70 Unrealized +30.6%
VRTS VIRTUS INVT PARTNERS INC COM 0.0%
Value ($000) $326 Shares 2,044 Est. Cost $165.39 Unrealized 0.0%
EATON VANCE SR INCOME TR SH BEN INT 0.0%
Value ($000) $326 Shares 61,918 Est. Cost $193.25 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $323 Shares 5,788 Est. Cost $74.32 Unrealized
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.0%
Value ($000) $322 Shares 25,139 Est. Cost $12.81 Unrealized
EATON VANCE LTD DURATION INCOM COM 0.0%
Value ($000) $319 Shares 34,655 Est. Cost $13.36 Unrealized
VMWARE INC CL A COM 0.0%
Value ($000) $317 Shares 2,978 Est. Cost $115.68 Unrealized
NUVEEN REAL ASSET INCOME & GRO COM 0.0%
Value ($000) $316 Shares 28,379 Est. Cost $16.33 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $316 Shares 9,833 Est. Cost $36.88 Unrealized -3.9%
KR KROGER CO COM 0.0%
Value ($000) $316 Shares 7,227 Est. Cost $34.85 Unrealized +26.5%
BLACKROCK MUNIYILD QULT FD INC COM 0.0%
Value ($000) $311 Shares 28,185 Est. Cost $14.57 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $310 Shares 10,854 Est. Cost $25.33 Unrealized +18.9%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $309 Shares 1,773 Est. Cost $170.83 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $307 Shares 3,806 Est. Cost $60.57 Unrealized +24.5%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $306 Shares 674 Est. Cost $408.38 Unrealized +11.5%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $305 Shares 4,240 Est. Cost $58.71 Unrealized +12.7%
NFLX NETFLIX INC COM 0.0%
Value ($000) $304 Shares 1,293 Est. Cost $33.94 Unrealized -34.6%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $304 Shares 3,777 Est. Cost $57.53 Unrealized +29.1%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $303 Shares 4,734 Est. Cost $55.67 Unrealized +16.5%
PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS 0.0%
Value ($000) $301 Shares 22,835 Est. Cost $13.18 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $300 Shares 3,428 Est. Cost $96.16 Unrealized -2.7%
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF 0.0%
Value ($000) $299 Shares 11,721 Est. Cost $26.65 Unrealized
VIRTUS DIVIDEND INTEREST & PR COM 0.0%
Value ($000) $299 Shares 28,006 Est. Cost $13.43 Unrealized
IYZ ISHARES U.S. TELECOMMUNICATIONS ETF 0.0%
Value ($000) $298 Shares 14,268 Est. Cost $29.73 Unrealized
ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF 0.0%
Value ($000) $297 Shares 11,442 Est. Cost $27.55 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $293 Shares 2,953 Est. Cost $121.98 Unrealized -11.0%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $292 Shares 3,195 Est. Cost $87.40 Unrealized
CHIMERA INVT CORP COM NEW 0.0%
Value ($000) $287 Shares 54,937 Est. Cost $9.65 Unrealized
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $287 Shares 3,269 Est. Cost $103.49 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $286 Shares 14,242 Est. Cost $18.15 Unrealized 0.0%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $285 Shares 7,931 Est. Cost $23.76 Unrealized +40.6%
IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF 0.0%
Value ($000) $281 Shares 11,412 Est. Cost $25.46 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $280 Shares 572 Est. Cost $271.86 Unrealized +87.6%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $279 Shares 4,793 Est. Cost $29.30 Unrealized +106.4%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $279 Shares 6,923 Est. Cost $37.89 Unrealized +3.5%
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $278 Shares 14,361 Est. Cost $20.81 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $278 Shares 1,158 Est. Cost $152.25 Unrealized +52.4%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $277 Shares 6,588 Est. Cost $36.76 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $274 Shares 1,507 Est. Cost $136.67 Unrealized +33.0%
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.0%
Value ($000) $273 Shares 6,186 Est. Cost $38.14 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $272 Shares 4,840 Est. Cost $27.17 Unrealized +111.0%
RY ROYAL BK CDA COM 0.0%
Value ($000) $272 Shares 3,019 Est. Cost $87.04 Unrealized +10.2%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $271 Shares 2,112 Est. Cost $152.68 Unrealized
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $270 Shares 3,994 Est. Cost $87.08 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $269 Shares 5,684 Est. Cost $40.10 Unrealized +19.8%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $269 Shares 6,058 Est. Cost $51.23 Unrealized
FSP FRANKLIN STR PPTYS CORP COM 0.0%
Value ($000) $266 Shares 101,205 Est. Cost $4.17 Unrealized
BROOKFIELD REAL ASSETS INCOME SHS BEN INT 0.0%
Value ($000) $265 Shares 15,390 Est. Cost $21.78 Unrealized
TEMPLETON EMERGING MKTS INCOME COM 0.0%
Value ($000) $264 Shares 59,600 Est. Cost $7.32 Unrealized
BLACKROCK FLOATING RATE INC TR COM 0.0%
Value ($000) $262 Shares 24,091 Est. Cost $12.06 Unrealized
IRT INDEPENDENCE RLTY TR INC COM 0.0%
Value ($000) $261 Shares 15,613 Est. Cost $25.84 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value ($000) $261 Shares 5,399 Est. Cost $49.45 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $258 Shares 4,230 Est. Cost $40.99 Unrealized +48.0%
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $258 Shares 831 Est. Cost $397.51 Unrealized -9.1%
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value ($000) $255 Shares 2,092 Est. Cost $135.76 Unrealized 0.0%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $254 Shares 8,020 Est. Cost $37.66 Unrealized
XMQTX BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value ($000) $254 Shares 25,341 Est. Cost $13.27 Unrealized
NEUBERGER BERMAN HIGH YIELD ST COM 0.0%
Value ($000) $253 Shares 32,086 Est. Cost $13.21 Unrealized
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $252 Shares 1,863 Est. Cost $51.19 Unrealized +171.7%
BANX ARROWMARK FINANCIAL CORP COM 0.0%
Value ($000) $251 Shares 14,550 Est. Cost $12.52 Unrealized 0.0%
FEZ SPDR EURO STOXX 50 ETF 0.0%
Value ($000) $250 Shares 8,140 Est. Cost $7166.65 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $249 Shares 6,854 Est. Cost $43.25 Unrealized
AEE AMEREN CORP COM 0.0%
Value ($000) $249 Shares 3,094 Est. Cost $64.84 Unrealized +26.7%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $248 Shares 1,513 Est. Cost $86.85 Unrealized -0.3%
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $245 Shares 17,655 Est. Cost $16.11 Unrealized -1.0%
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $245 Shares 6,241 Est. Cost $30.04 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $245 Shares 5,702 Est. Cost $50.98 Unrealized
FIRST TR HIGH INCOME LONG / SH COM 0.0%
Value ($000) $245 Shares 22,646 Est. Cost $14.69 Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $244 Shares 23,228 Est. Cost $499.13 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $243 Shares 3,962 Est. Cost $58.13 Unrealized +4.4%
BNL BROADSTONE NET LEASE INC COM 0.0%
Value ($000) $242 Shares 15,608 Est. Cost $18.29 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $242 Shares 2,549 Est. Cost $111.10 Unrealized
ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF 0.0%
Value ($000) $241 Shares 9,323 Est. Cost $26.10 Unrealized
CI CIGNA CORP NEW COM 0.0%
Value ($000) $240 Shares 864 Est. Cost $204.51 Unrealized +29.5%
SYNOVUS FINL CORP COM NEW 0.0%
Value ($000) $237 Shares 6,312 Est. Cost $44.67 Unrealized
NUVEEN SR INCOME FD COM 0.0%
Value ($000) $237 Shares 50,734 Est. Cost $6.63 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $234 Shares 762 Est. Cost $307.09 Unrealized
HIGHLAND GLOBAL ALLOCATION FD COM 0.0%
Value ($000) $232 Shares 26,600 Est. Cost $9.58 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $230 Shares 5,430 Est. Cost $85.80 Unrealized
HP HELMERICH & PAYNE INC COM 0.0%
Value ($000) $230 Shares 6,210 Est. Cost $34.45 Unrealized +22.1%
AUPH AURINIA PHARMACEUTICALS INC COM 0.0%
Value ($000) $228 Shares 30,365 Est. Cost $14.86 Unrealized -41.8%
BNS BANK NOVA SCOTIA HALIFAX COM 0.0%
Value ($000) $225 Shares 4,725 Est. Cost $37.54 Unrealized +26.2%
CURE DIREXION DAILY HEALTHCARE BULL 3X SHARES 0.0%
Value ($000) $223 Shares 2,645 Est. Cost $76.87 Unrealized
ABR ARBOR REALTY TRUST INC COM 0.0%
Value ($000) $223 Shares 19,433 Est. Cost $17.85 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $219 Shares 1,696 Est. Cost $154.85 Unrealized
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $219 Shares 6,581 Est. Cost $34.31 Unrealized +10.7%
ROL ROLLINS INC COM 0.0%
Value ($000) $218 Shares 6,287 Est. Cost $26.28 Unrealized +31.5%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $216 Shares 6,565 Est. Cost $77.79 Unrealized
WEN WENDYS CO COM 0.0%
Value ($000) $215 Shares 11,523 Est. Cost $20.24 Unrealized -0.5%
BLACKROCK MUNIHLDNGS CALI QLTY COM 0.0%
Value ($000) $214 Shares 19,893 Est. Cost $13.26 Unrealized
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 0.0%
Value ($000) $212 Shares 8,216 Est. Cost $32.86 Unrealized
FBIN FORTUNE BRANDS HOME & SEC INC COM 0.0%
Value ($000) $211 Shares 3,933 Est. Cost $80.28 Unrealized -36.1%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $211 Shares 2,291 Est. Cost $138.11 Unrealized -27.4%
DOUBLELINE INCOME SOLUTIONS FD COM 0.0%
Value ($000) $210 Shares 19,450 Est. Cost $12.13 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $209 Shares 760 Est. Cost $340.53 Unrealized +11.1%
PUTNAM PREMIER INCOME TR SH BEN INT 0.0%
Value ($000) $209 Shares 58,298 Est. Cost $5.41 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $207 Shares 17,392 Est. Cost $14.14 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $206 Shares 6,503 Est. Cost $32.47 Unrealized +7.9%
COHEN & STEERS QUALITY INCOME COM 0.0%
Value ($000) $206 Shares 18,300 Est. Cost $11.90 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $205 Shares 298 Est. Cost $625.92 Unrealized 0.0%
IBMP ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF 0.0%
Value ($000) $203 Shares 8,303 Est. Cost $25.09 Unrealized
BLACKSTONE SENIOR FLOATNG RATE COM 0.0%
Value ($000) $203 Shares 16,148 Est. Cost $13.91 Unrealized
EATON VANCE SHORT DURATION DIV COM 0.0%
Value ($000) $202 Shares 20,618 Est. Cost $14.77 Unrealized
FLAHERTY & CRUMRINE TOTAL RETU COM 0.0%
Value ($000) $202 Shares 12,920 Est. Cost $17.96 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $200 Shares 1,214 Est. Cost $241.26 Unrealized -24.2%
OXSQ OXFORD SQUARE CAP CORP COM 0.0%
Value ($000) $199 Shares 66,100 Est. Cost $3.68 Unrealized 0.0%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $193 Shares 11,004 Est. Cost $21.95 Unrealized
XPHDX PIONEER FLOATING RATE FUND INC COM 0.0%
Value ($000) $191 Shares 22,181 Est. Cost $26.23 Unrealized
COHEN & STEERS LTD DURATION PF COM 0.0%
Value ($000) $190 Shares 10,490 Est. Cost $24.52 Unrealized
BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 0.0%
Value ($000) $190 Shares 10,978 Est. Cost $21.26 Unrealized
VERTEX ENERGY INC COM 0.0%
Value ($000) $187 Shares 30,001 Est. Cost $13.23 Unrealized
NUVEEN MUN CR OPPORTUNITIES FD COM 0.0%
Value ($000) $187 Shares 17,500 Est. Cost $11.66 Unrealized
BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF 0.0%
Value ($000) $185 Shares 11,916 Est. Cost $19.63 Unrealized
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $185 Shares 11,645 Est. Cost $12.45 Unrealized +16.3%
FEDERATED HERMES PREM MUNI INM COM 0.0%
Value ($000) $175 Shares 16,935 Est. Cost $13.10 Unrealized
ALLSPRING INCOME OPPORTUNIT INC OPPTY FD 0.0%
Value ($000) $175 Shares 28,262 Est. Cost $103.75 Unrealized
NUVEEN MUN HIGH INCOME OPPORTU COM 0.0%
Value ($000) $171 Shares 16,632 Est. Cost $13.19 Unrealized
FST TR NEW OPPORT MLP & ENE FD COM 0.0%
Value ($000) $162 Shares 29,568 Est. Cost $12.18 Unrealized
PCT PURECYCLE TECHNOLOGIES INC COM 0.0%
Value ($000) $159 Shares 19,650 Est. Cost $7.76 Unrealized +10.2%
SJT SAN JUAN BASIN RTY TR UNIT BEN INT 0.0%
Value ($000) $156 Shares 16,579 Est. Cost $2.28 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $156 Shares 13,016 Est. Cost $13.12 Unrealized -6.1%
CONSOLIDATED COMM HLDGS INC COM 0.0%
Value ($000) $154 Shares 37,000 Est. Cost $4.16 Unrealized
XBKNX BLACKROCK INVT QUALITY MUN TR COM 0.0%
Value ($000) $151 Shares 12,050 Est. Cost $15.14 Unrealized
CREDIT SUISSE ASSET MGMT INCOM COM 0.0%
Value ($000) $148 Shares 56,001 Est. Cost $3.55 Unrealized
SABA CAPITAL INCOME & OPRNT FD SHS NEW 0.0%
Value ($000) $144 Shares 18,158 Est. Cost $8.01 Unrealized
INVESCO MUN OPPORTUNITY TR COM 0.0%
Value ($000) $140 Shares 15,349 Est. Cost $12.78 Unrealized
FRANKLIN LTD DURATION INCOME T COM 0.0%
Value ($000) $139 Shares 22,480 Est. Cost $12.63 Unrealized
BLACKROCK INCOME TR INC COM 0.0%
Value ($000) $137 Shares 33,013 Est. Cost $6.47 Unrealized
MFS HIGH INCOME MUN TR SH BEN INT 0.0%
Value ($000) $134 Shares 39,850 Est. Cost $4.97 Unrealized
LMP CAP & INCOME FD INC COM 0.0%
Value ($000) $133 Shares 11,800 Est. Cost $13.19 Unrealized
ADVENT CONV & INCOME FD COM 0.0%
Value ($000) $131 Shares 12,347 Est. Cost $17.44 Unrealized
XMYDX BLACKROCK MUNIYIELD FD INC COM 0.0%
Value ($000) $117 Shares 11,775 Est. Cost $13.15 Unrealized
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $116 Shares 17,465 Est. Cost $6.64 Unrealized
PIMCO MUN INCOME FD COM 0.0%
Value ($000) $116 Shares 11,908 Est. Cost $9.74 Unrealized
CALAMOS CONV OPPORTUNITIES & I SH BEN INT 0.0%
Value ($000) $112 Shares 11,590 Est. Cost $11.25 Unrealized
CBRE GBL REAL ESTATE INC FD COM 0.0%
Value ($000) $111 Shares 19,153 Est. Cost $7.69 Unrealized
WESTERN ASSET MUN HIGH INCOME COM 0.0%
Value ($000) $107 Shares 17,249 Est. Cost $7.02 Unrealized
MORGAN STANLEY EMERGING MKTS COM 0.0%
Value ($000) $105 Shares 25,999 Est. Cost $13.02 Unrealized
INVESCO TR INVT GRADE MUNS COM 0.0%
Value ($000) $100 Shares 10,655 Est. Cost $14.38 Unrealized
VIRTUS CONVERTIBLE & INC FD II COM 0.0%
Value ($000) $94 Shares 33,158 Est. Cost $3.82 Unrealized
FIRST TR ABRDN GBL OPP INCM FD COM SHS 0.0%
Value ($000) $89 Shares 16,248 Est. Cost $13.76 Unrealized
MFS HIGH YIELD MUN TR SH BEN INT 0.0%
Value ($000) $81 Shares 26,915 Est. Cost $3.86 Unrealized
ALLSPRING GLOBAL DIVIDEND OPPO COM 0.0%
Value ($000) $79 Shares 19,113 Est. Cost $5.66 Unrealized
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value ($000) $69 Shares 12,515 Est. Cost $5.51 Unrealized
ABRDN INCOME CREDIT STRATEGIES FUND 0.0%
Value ($000) $65 Shares 10,012 Est. Cost $8.95 Unrealized
NUVEEN CR STRATEGIES INCOME FD COM SHS 0.0%
Value ($000) $63 Shares 12,250 Est. Cost $8.16 Unrealized
DRIVE SHACK INC COM 0.0%
Value ($000) $55 Shares 88,841 Est. Cost $1.79 Unrealized
VIRTUS CONVERTIBLE & INCOME FD COM 0.0%
Value ($000) $44 Shares 13,600 Est. Cost $5.60 Unrealized
DESKTOP METAL INC COM CL A 0.0%
Value ($000) $26 Shares 10,137 Est. Cost $2.56 Unrealized
SENSEONICS HLDGS INC COM 0.0%
Value ($000) $19 Shares 14,535 Est. Cost $1.36 Unrealized
VENUS CONCEPT INC COM 0.0%
Value ($000) $6 Shares 13,000 Est. Cost $1.46 Unrealized