COWA, LLC Diversified Active

CIK: 0001844480 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 4, 2022

Total Value ($000): $151,602 (100.0% shares, 0.0% debt)

Holdings (353)

SPYD SPDR PORTFOLIO SP 500 HIGH DIVIDEND ETF 6.4%
Value ($000) $9,767 Shares 274,412 Est. Cost $39.43 Unrealized
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 5.0%
Value ($000) $7,646 Shares 353,675 Est. Cost $28.60 Unrealized
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 4.4%
Value ($000) $6,637 Shares 99,953 Est. Cost $77.20 Unrealized
AAPL APPLE INCORPORATED 4.1%
Value ($000) $6,210 Shares 44,923 Est. Cost $146.08 Unrealized +5.6%
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 4.1%
Value ($000) $6,185 Shares 244,322 Est. Cost $30.52 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 3.1%
Value ($000) $4,725 Shares 16,447 Est. Cost $311.43 Unrealized
HDV ISHARES TR CORE HIGH DV ETF 3.1%
Value ($000) $4,690 Shares 51,372 Est. Cost $92.69 Unrealized
IDV ISHARES TR INTL SEL DIV ETF 2.7%
Value ($000) $4,102 Shares 182,084 Est. Cost $30.92 Unrealized
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF 2.7%
Value ($000) $4,065 Shares 85,120 Est. Cost $52.87 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 2.3%
Value ($000) $3,553 Shares 53,374 Est. Cost $66.90 Unrealized
DFIV DIMENSIONAL ETF TRUST INTL VALE ETF 2.3%
Value ($000) $3,459 Shares 134,137 Est. Cost $29.89 Unrealized
IJH ISHARES TR CORE SP MCP ETF 2.0%
Value ($000) $3,065 Shares 13,888 Est. Cost $255.24 Unrealized
IVV ISHARES TR CORE SP500 ETF 1.9%
Value ($000) $2,901 Shares 8,088 Est. Cost $283.28 Unrealized
OKE ONEOK INCORPORATED NEW 1.9%
Value ($000) $2,885 Shares 56,305 Est. Cost $27.66 Unrealized +80.0%
AMLP ALERIAN MLP ETF 1.8%
Value ($000) $2,730 Shares 74,661 Est. Cost $32.22 Unrealized
GLD SPDR GOLD SHARES 1.7%
Value ($000) $2,626 Shares 16,975 Est. Cost $171.43 Unrealized
XOP SPDR SP OIL GAS EXPLORATION PRODUCTION ETF 1.7%
Value ($000) $2,592 Shares 20,779 Est. Cost $130.53 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 1.7%
Value ($000) $2,525 Shares 47,993 Est. Cost $71.87 Unrealized
IAU ISHARES GOLD TR ISHARES NEW 1.7%
Value ($000) $2,518 Shares 79,852 Est. Cost $33.91 Unrealized
USRT ISHARES TR CRE U S REIT ETF 1.6%
Value ($000) $2,369 Shares 49,771 Est. Cost $55.05 Unrealized
COP CONOCOPHILLIPS 1.5%
Value ($000) $2,328 Shares 23,718 Est. Cost $37.22 Unrealized +136.9%
VEU VANGUARD FTSE ALLWORLD EXUS ETF 1.4%
Value ($000) $2,138 Shares 48,183 Est. Cost $60.35 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS L P 1.3%
Value ($000) $1,917 Shares 80,622 Est. Cost $22.31 Unrealized
VLUE ISHARES TR MSCI USA VALUE 1.2%
Value ($000) $1,848 Shares 22,554 Est. Cost $107.02 Unrealized
SGOV ISHARES TR 03 MNTH TREASRY 1.2%
Value ($000) $1,791 Shares 17,863 Est. Cost $100.04 Unrealized
RSP INVESCO SP 500 EQUAL WEIGHT ETF 1.1%
Value ($000) $1,671 Shares 13,010 Est. Cost $152.74 Unrealized
SPY SPDR SP 500 ETF 1.0%
Value ($000) $1,574 Shares 4,394 Est. Cost $376.88 Unrealized
SHEL SHELL PLC SPON ADS 0.9%
Value ($000) $1,305 Shares 26,216 Est. Cost $53.76 Unrealized
XLE SPDR ENERGY SELECT SECTOR FUND 0.8%
Value ($000) $1,283 Shares 17,813 Est. Cost $47.17 Unrealized
BAC BK OF AMERICA CORPORATION 0.8%
Value ($000) $1,179 Shares 39,034 Est. Cost $25.93 Unrealized +18.0%
IJR ISHARES TR CORE SP SCP ETF 0.7%
Value ($000) $1,120 Shares 12,822 Est. Cost $97.64 Unrealized
O SCHWAB FUNDAMENTAL US LARGE COMPANY IDX 0.7%
Value ($000) $1,101 Shares 57,112 Est. Cost $53.81 Unrealized +6.5%
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.7%
Value ($000) $1,060 Shares 22,300 Est. Cost $38.31 Unrealized
PSX PHILLIPS 66 0.7%
Value ($000) $1,050 Shares 13,020 Est. Cost $61.25 Unrealized +23.1%
PEP PEPSICO INCORPORATED 0.6%
Value ($000) $956 Shares 8,625 Est. Cost $120.17 Unrealized +28.5%
MSFT MICROSOFT CORPORATION 0.6%
Value ($000) $899 Shares 3,861 Est. Cost $218.08 Unrealized +17.8%
AR ANTERO RESOURCES CORPORATION 0.6%
Value ($000) $876 Shares 28,677 Est. Cost $17.04 Unrealized +116.6%
DWLD DAVIS SELECT WORLDWIDE ETF 0.5%
Value ($000) $819 Shares 37,375 Est. Cost $24.16 Unrealized
ABBV ABBVIE INCORPORATED 0.5%
Value ($000) $813 Shares 6,057 Est. Cost $80.48 Unrealized +57.9%
ARLP ALLIANCE RESOURCE PARTNERS L P UT LTD PART 0.5%
Value ($000) $768 Shares 33,558 Est. Cost $5.61 Unrealized
ACTIVISION BLIZZARD INCORPORATED 0.5%
Value ($000) $765 Shares 10,295 Est. Cost $74.31 Unrealized
DHR DANAHER CORPORATION 0.5%
Value ($000) $759 Shares 2,937 Est. Cost $196.00 Unrealized +22.8%
SMLV SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF 0.5%
Value ($000) $747 Shares 7,564 Est. Cost $99.93 Unrealized
SCHY SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF 0.5%
Value ($000) $739 Shares 36,930 Est. Cost $25.11 Unrealized
HD HOME DEPOT INCORPORATED 0.5%
Value ($000) $709 Shares 2,570 Est. Cost $247.79 Unrealized +9.2%
CVX CHEVRON CORPORATION NEW 0.5%
Value ($000) $691 Shares 4,805 Est. Cost $66.23 Unrealized +100.5%
PRU PRUDENTIAL FINL INCORPORATED 0.4%
Value ($000) $675 Shares 7,869 Est. Cost $58.62 Unrealized +39.0%
AMGN AMGEN INCORPORATED 0.4%
Value ($000) $669 Shares 2,967 Est. Cost $194.45 Unrealized +12.0%
WMT WALMART INCORPORATED 0.4%
Value ($000) $659 Shares 5,075 Est. Cost $44.12 Unrealized -4.8%
BCI ABRDN BLOOMBERG ALL COMMODITY STRATEGY 0.4%
Value ($000) $655 Shares 25,366 Est. Cost $26.94 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.4%
Value ($000) $641 Shares 5,390 Est. Cost $97.69 Unrealized +18.4%
VNQ VANGUARD REAL ESTATE ETF 0.4%
Value ($000) $614 Shares 7,617 Est. Cost $88.44 Unrealized
VZ VERIZON COMMUNICATIONS INCORPORATED 0.4%
Value ($000) $610 Shares 16,052 Est. Cost $41.84 Unrealized -14.5%
VDE VANGUARD ENERGY ETF 0.4%
Value ($000) $606 Shares 5,964 Est. Cost $59.84 Unrealized
BP BP PLC SPONSORED ADR 0.4%
Value ($000) $593 Shares 20,774 Est. Cost $25.26 Unrealized
SPYV SPDR PORTFOLIO SP 500 VALUE ETF 0.4%
Value ($000) $593 Shares 17,196 Est. Cost $37.85 Unrealized
BMY BRISTOLMYERS SQUIBB COMPANY 0.4%
Value ($000) $583 Shares 8,203 Est. Cost $50.67 Unrealized +22.9%
XOM EXXON MOBIL CORPORATION 0.4%
Value ($000) $578 Shares 6,620 Est. Cost $46.14 Unrealized +76.3%
BOKF BOK FINL CORPORATION COM NEW 0.4%
Value ($000) $568 Shares 6,397 Est. Cost $56.53 Unrealized +40.7%
PRF INVSC QQQ TRUST SRS 1 ETF 0.4%
Value ($000) $540 Shares 1,994 Est. Cost $250.07 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.4%
Value ($000) $534 Shares 9,720 Est. Cost $51.60 Unrealized
ORI OLD REP INTERNATIONAL CORPORATION 0.4%
Value ($000) $531 Shares 25,373 Est. Cost $12.69 Unrealized +37.2%
KEY KEYCORP 0.3%
Value ($000) $525 Shares 32,788 Est. Cost $14.77 Unrealized +0.8%
KO COCA COLA COMPANY 0.3%
Value ($000) $508 Shares 9,072 Est. Cost $44.52 Unrealized +25.9%
DAL DELTA AIR LINES INCORPORATED DEL COM NEW 0.3%
Value ($000) $490 Shares 17,454 Est. Cost $37.59 Unrealized -17.8%
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 0.3%
Value ($000) $484 Shares 1,814 Est. Cost $237.23 Unrealized +19.9%
OGE OGE ENERGY CORPORATION 0.3%
Value ($000) $479 Shares 13,139 Est. Cost $31.82 Unrealized +26.8%
HTZ HERTZ GLOBAL HLDGS INCORPORATED COM NEW 0.3%
Value ($000) $456 Shares 27,994 Est. Cost $20.49 Unrealized -8.5%
ABT ABBOTT LABS 0.3%
Value ($000) $418 Shares 4,314 Est. Cost $112.85 Unrealized -11.4%
CSCO CISCO SYSTEMS INCORPORATED 0.3%
Value ($000) $405 Shares 10,120 Est. Cost $35.47 Unrealized +12.9%
KHC KRAFT HEINZ COMPANY 0.3%
Value ($000) $404 Shares 12,099 Est. Cost $26.63 Unrealized +18.1%
IP INTERNATIONAL PAPER COMPANY 0.3%
Value ($000) $392 Shares 12,350 Est. Cost $38.03 Unrealized -7.9%
XLU SPDR UTILITIES SELECT SECTOR FUND 0.3%
Value ($000) $391 Shares 5,963 Est. Cost $66.14 Unrealized
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 0.2%
Value ($000) $369 Shares 11,536 Est. Cost $34.89 Unrealized
OEC ORION ENGINEERED CARBONS S A 0.2%
Value ($000) $364 Shares 27,279 Est. Cost $15.64 Unrealized +3.9%
XLF SPDR FINANCIAL SELECT SECTOR FUND 0.2%
Value ($000) $359 Shares 11,780 Est. Cost $31.63 Unrealized
APA APA CORPORATION 0.2%
Value ($000) $352 Shares 10,300 Est. Cost $23.90 Unrealized +33.2%
INTC INTEL CORPORATION 0.2%
Value ($000) $349 Shares 6,743 Est. Cost $35.42 Unrealized -8.8%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.2%
Value ($000) $341 Shares 28,447 Est. Cost $13.81 Unrealized -10.8%
JPM JPMORGAN CHASE COMPANY 0.2%
Value ($000) $335 Shares 3,209 Est. Cost $100.40 Unrealized +5.2%
TECK TECK RESOURCES LIMITED CLASS B 0.2%
Value ($000) $332 Shares 10,887 Est. Cost $22.91 Unrealized +34.8%
T ATT INCORPORATED 0.2%
Value ($000) $321 Shares 20,891 Est. Cost $15.55 Unrealized -3.0%
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX ETF 0.2%
Value ($000) $320 Shares 13,659 Est. Cost $25.91 Unrealized
PAGP PLAINS GP HLDGS L P LTD PARTNR INT A 0.2%
Value ($000) $311 Shares 28,470 Est. Cost $10.96 Unrealized
VST VISTRA CORPORATION 0.2%
Value ($000) $309 Shares 14,686 Est. Cost $19.56 Unrealized +16.8%
PG PROCTER AND GAMBLE COMPANY 0.2%
Value ($000) $308 Shares 2,446 Est. Cost $130.59 Unrealized 0.0%
FISV FISERV INCORPORATED 0.2%
Value ($000) $307 Shares 3,286 Est. Cost $101.32 Unrealized +0.6%
NOG NORTHERN OIL AND GAS INCORPORATED MN 0.2%
Value ($000) $290 Shares 10,595 Est. Cost $25.31 Unrealized +11.6%
C CITIGROUP INCORPORATED COM NEW 0.2%
Value ($000) $281 Shares 6,750 Est. Cost $52.78 Unrealized -17.3%
EFAV ISHARES TR MSCI EAFE MIN VL 0.2%
Value ($000) $281 Shares 4,931 Est. Cost $73.95 Unrealized
WALGREENS BOOTS ALLIANCE INCORPORATED 0.2%
Value ($000) $276 Shares 8,778 Est. Cost $44.55 Unrealized
WFC WELLS FARGO COMPANY NEW 0.2%
Value ($000) $273 Shares 6,800 Est. Cost $23.42 Unrealized +68.1%
CLEARBRIDGE ALL CAP GROWTH ETF 0.2%
Value ($000) $273 Shares 7,936 Est. Cost $35.98 Unrealized
RPM RPM INTERNATIONAL INCORPORATED 0.2%
Value ($000) $269 Shares 3,226 Est. Cost $88.17 Unrealized +0.8%
MO ALTRIA GROUP INCORPORATED 0.2%
Value ($000) $267 Shares 6,617 Est. Cost $29.04 Unrealized +13.8%
CONTINENTAL RES INCORPORATED 0.2%
Value ($000) $261 Shares 3,900 Est. Cost $66.92 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS A 0.2%
Value ($000) $246 Shares 3,265 Est. Cost $70.33 Unrealized -4.0%
CLX CLOROX COMPANY DEL 0.2%
Value ($000) $244 Shares 1,900 Est. Cost $176.37 Unrealized -26.9%
RTX RAYTHEON TECHNOLOGIES CORPORATION 0.2%
Value ($000) $235 Shares 2,870 Est. Cost $58.91 Unrealized +42.3%
LLY LILLY ELI COMPANY 0.2%
Value ($000) $232 Shares 719 Est. Cost $248.50 Unrealized +24.0%
OXY OCCIDENTAL PETE CORPORATION 0.2%
Value ($000) $232 Shares 3,777 Est. Cost $41.76 Unrealized +45.3%
KRE SPDR SP REGIONAL BANKING ETF 0.1%
Value ($000) $227 Shares 3,859 Est. Cost $58.82 Unrealized
PLUG PLUG POWER INCORPORATED COM NEW 0.1%
Value ($000) $226 Shares 10,745 Est. Cost $23.85 Unrealized 0.0%
BA BOEING COMPANY 0.1%
Value ($000) $220 Shares 1,820 Est. Cost $215.14 Unrealized -28.7%
PFE PFIZER INCORPORATED 0.1%
Value ($000) $219 Shares 5,000 Est. Cost $28.63 Unrealized +41.1%
TWITTER INCORPORATED 0.1%
Value ($000) $204 Shares 4,651 Est. Cost $43.86 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $198 Shares 1,103 Est. Cost $179.51 Unrealized
EMR EMERSON ELEC COMPANY 0.1%
Value ($000) $196 Shares 2,675 Est. Cost $77.62 Unrealized 0.0%
MRK MERCK COMPANY INCORPORATED 0.1%
Value ($000) $192 Shares 2,233 Est. Cost $80.41 Unrealized 0.0%
DVYE ISHARES INCORPORATED EM MKTS DIV ETF 0.1%
Value ($000) $182 Shares 8,036 Est. Cost $32.44 Unrealized
DE DEERE COMPANY 0.1%
Value ($000) $181 Shares 542 Est. Cost $326.53 Unrealized 0.0%
WY WEYERHAEUSER COMPANY MTN BE COM NEW REIT 0.1%
Value ($000) $179 Shares 6,275 Est. Cost $33.14 Unrealized -9.1%
ITW ILLINOIS TOOL WKS INCORPORATED 0.1%
Value ($000) $178 Shares 985 Est. Cost $181.67 Unrealized 0.0%
TXN TEXAS INSTRS INCORPORATED 0.1%
Value ($000) $177 Shares 1,142 Est. Cost $151.63 Unrealized 0.0%
KBE SPDR SP BANK ETF 0.1%
Value ($000) $170 Shares 3,850 Est. Cost $46.83 Unrealized
NTR NUTRIEN LIMITED 0.1%
Value ($000) $164 Shares 1,969 Est. Cost $61.64 Unrealized +25.0%
GE GENERAL ELECTRIC COMPANY COM NEW 0.1%
Value ($000) $160 Shares 2,588 Est. Cost $43.21 Unrealized 0.0%
EDIV SPDR SP EMERGING MARKETS DIVIDEND ETF 0.1%
Value ($000) $159 Shares 7,188 Est. Cost $22.12 Unrealized
AOR ISHARES TR GRWT ALLOCAT ETF 0.1%
Value ($000) $159 Shares 3,540 Est. Cost $44.92 Unrealized
NSC NORFOLK SOUTHN CORPORATION 0.1%
Value ($000) $154 Shares 735 Est. Cost $222.85 Unrealized 0.0%
AXP AMERICAN EXPRESS COMPANY 0.1%
Value ($000) $152 Shares 1,129 Est. Cost $144.95 Unrealized 0.0%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $150 Shares 1,100 Est. Cost $136.36 Unrealized
DVY ISHARES TR SELECT DIVID ETF 0.1%
Value ($000) $149 Shares 1,395 Est. Cost $106.81 Unrealized
WMB WILLIAMS COMPANIES INCORPORATED 0.1%
Value ($000) $147 Shares 5,120 Est. Cost $27.90 Unrealized 0.0%
CNH CNH INDL N V SHS 0.1%
Value ($000) $146 Shares 13,000 Est. Cost $7.89 Unrealized +39.9%
SYY SYSCO CORPORATION 0.1%
Value ($000) $145 Shares 2,048 Est. Cost $75.73 Unrealized 0.0%
AVEM AMERICAN CENTY ETF TR AVANTIS REAL ESTATE ETF 0.1%
Value ($000) $145 Shares 3,151 Est. Cost $63.83 Unrealized
OGS ONE GAS INCORPORATED 0.1%
Value ($000) $144 Shares 2,039 Est. Cost $80.56 Unrealized 0.0%
ADI ANALOG DEVICES INCORPORATED 0.1%
Value ($000) $139 Shares 1,000 Est. Cost $148.98 Unrealized 0.0%
MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A 0.1%
Value ($000) $137 Shares 2,502 Est. Cost $56.60 Unrealized 0.0%
CPRI CAPRI HOLDINGS LIMITED SHS 0.1%
Value ($000) $136 Shares 3,525 Est. Cost $46.72 Unrealized 0.0%
VV VANGUARD LARGECAP ETF 0.1%
Value ($000) $136 Shares 829 Est. Cost $164.05 Unrealized
GILD GILEAD SCIENCES INCORPORATED 0.1%
Value ($000) $134 Shares 2,171 Est. Cost $55.78 Unrealized 0.0%
MPC MARATHON PETE CORPORATION 0.1%
Value ($000) $134 Shares 1,346 Est. Cost $86.91 Unrealized 0.0%
PENN PENN ENTERTAINMENT INCORPORATED 0.1%
Value ($000) $121 Shares 4,381 Est. Cost $32.29 Unrealized 0.0%
IWS ISHARES RUSSELL MID CAP VALUE ETF 0.1%
Value ($000) $121 Shares 970 Est. Cost $124.74 Unrealized
MDY SPDR SP MIDCAP 400 ETF 0.1%
Value ($000) $118 Shares 290 Est. Cost $406.90 Unrealized
MA MASTERCARD INCORPORATED CLASS A 0.1%
Value ($000) $114 Shares 400 Est. Cost $325.17 Unrealized 0.0%
GM GENERAL MTRS COMPANY 0.1%
Value ($000) $113 Shares 3,513 Est. Cost $35.44 Unrealized 0.0%
PAYX PAYCHEX INCORPORATED 0.1%
Value ($000) $112 Shares 1,000 Est. Cost $112.11 Unrealized 0.0%
BLACKROCK INCORPORATED 0.1%
Value ($000) $110 Shares 200 Est. Cost $550.00 Unrealized
DUK DUKE ENERGY CORPORATION NEW COM NEW 0.1%
Value ($000) $105 Shares 1,124 Est. Cost $94.02 Unrealized 0.0%
SYK STRYKER CORPORATION 0.1%
Value ($000) $101 Shares 500 Est. Cost $203.02 Unrealized 0.0%
JMST JPMORGAN ULTRASHORT MUNICIPAL INCOME ETF 0.1%
Value ($000) $101 Shares 2,080 Est. Cost $49.67 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.1%
Value ($000) $98 Shares 3,039 Est. Cost $32.25 Unrealized
ENB ENBRIDGE INCORPORATED 0.1%
Value ($000) $97 Shares 2,609 Est. Cost $33.81 Unrealized 0.0%
F FORD MTR COMPANY DEL 0.1%
Value ($000) $93 Shares 8,324 Est. Cost $10.86 Unrealized 0.0%
BX BLACKSTONE INCORPORATED 0.1%
Value ($000) $92 Shares 1,100 Est. Cost $87.28 Unrealized 0.0%
VB VANGUARD SMALLCAP ETF 0.1%
Value ($000) $92 Shares 540 Est. Cost $170.37 Unrealized
LNC LINCOLN NATL CORPORATION IND 0.1%
Value ($000) $91 Shares 2,080 Est. Cost $39.22 Unrealized 0.0%
ICLN ISHARES TR GL CLEAN ENE ETF 0.1%
Value ($000) $90 Shares 4,760 Est. Cost $18.91 Unrealized
INSP INSPIRE MED SYSTEMS INCORPORATED 0.1%
Value ($000) $89 Shares 500 Est. Cost $200.95 Unrealized 0.0%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $88 Shares 7,987 Est. Cost $11.02 Unrealized
MTUM ISHARES TR MSCI USA MMENTM 0.1%
Value ($000) $82 Shares 631 Est. Cost $129.95 Unrealized
QUS SPDR MSCI USA STRATEGICFACTORS ETF 0.1%
Value ($000) $81 Shares 800 Est. Cost $101.25 Unrealized
SCHM SCHWAB U.S. MIDCAP ETF 0.1%
Value ($000) $80 Shares 1,327 Est. Cost $60.29 Unrealized
AVGO BROADCOM INCORPORATED 0.1%
Value ($000) $78 Shares 175 Est. Cost $48.08 Unrealized 0.0%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.1%
Value ($000) $78 Shares 2,535 Est. Cost $30.77 Unrealized
HESM HESS MIDSTREAM LP CLASS A SHS 0.1%
Value ($000) $77 Shares 3,000 Est. Cost $21.61 Unrealized 0.0%
DIS DISNEY WALT COMPANY 0.1%
Value ($000) $76 Shares 810 Est. Cost $104.56 Unrealized 0.0%
SPG SIMON PROPERTY GROUP INCORPORATED NEW REIT 0.0%
Value ($000) $75 Shares 840 Est. Cost $84.59 Unrealized 0.0%
SR SPIRE INCORPORATED 0.0%
Value ($000) $75 Shares 1,200 Est. Cost $62.50 Unrealized
VOE VANGUARD MIDCAP VALUE ETF 0.0%
Value ($000) $74 Shares 603 Est. Cost $122.72 Unrealized
KMB KIMBERLYCLARK CORPORATION 0.0%
Value ($000) $73 Shares 645 Est. Cost $114.32 Unrealized 0.0%
SO SOUTHERN COMPANY 0.0%
Value ($000) $72 Shares 1,065 Est. Cost $66.95 Unrealized 0.0%
EVRG EVERGY INCORPORATED 0.0%
Value ($000) $71 Shares 1,196 Est. Cost $58.29 Unrealized 0.0%
EE EXCELERATE ENERGY INCORPORATED CLASS A COM 0.0%
Value ($000) $70 Shares 3,000 Est. Cost $23.16 Unrealized 0.0%
QCOM QUALCOMM INCORPORATED 0.0%
Value ($000) $70 Shares 618 Est. Cost $127.05 Unrealized 0.0%
ESGU ISHARES TR ESG AWR MSCI USA 0.0%
Value ($000) $70 Shares 885 Est. Cost $79.10 Unrealized
LIVENT CORPORATION 0.0%
Value ($000) $70 Shares 2,300 Est. Cost $30.43 Unrealized
BUD ANHEUSER BUSCH INBEV SANV SPONSORED ADR 0.0%
Value ($000) $68 Shares 1,500 Est. Cost $45.33 Unrealized
QUAL ISHARES TR MSCI USA QLT FCT 0.0%
Value ($000) $67 Shares 647 Est. Cost $124.48 Unrealized
LINDE PLC SHS 0.0%
Value ($000) $67 Shares 250 Est. Cost $268.00 Unrealized
MARATHON OIL CORPORATION 0.0%
Value ($000) $63 Shares 2,800 Est. Cost $22.50 Unrealized
NEE NEXTERA ENERGY INCORPORATED 0.0%
Value ($000) $63 Shares 800 Est. Cost $77.12 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INCORPORATED 0.0%
Value ($000) $61 Shares 121 Est. Cost $554.13 Unrealized 0.0%
JNJ JOHNSON JOHNSON 0.0%
Value ($000) $58 Shares 350 Est. Cost $152.90 Unrealized 0.0%
AIG AMERICAN INTERNATIONAL GROUP INCORPORATED COM NEW 0.0%
Value ($000) $57 Shares 1,200 Est. Cost $48.65 Unrealized 0.0%
MAR MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A 0.0%
Value ($000) $56 Shares 400 Est. Cost $147.72 Unrealized 0.0%
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $55 Shares 2,960 Est. Cost $18.58 Unrealized
AVANGRID INCORPORATED 0.0%
Value ($000) $54 Shares 1,300 Est. Cost $41.54 Unrealized
AAON AAON INCORPORATED COM PAR 0.004 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $37.93 Unrealized 0.0%
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $54 Shares 2,236 Est. Cost $35.52 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $53 Shares 1,400 Est. Cost $39.81 Unrealized 0.0%
LVS LAS VEGAS SANDS CORPORATION 0.0%
Value ($000) $49 Shares 1,300 Est. Cost $35.57 Unrealized 0.0%
AMAT APPLIED MATLS INCORPORATED 0.0%
Value ($000) $47 Shares 572 Est. Cost $93.49 Unrealized 0.0%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $47.00 Unrealized
TGT TARGET CORPORATION 0.0%
Value ($000) $46 Shares 310 Est. Cost $142.93 Unrealized 0.0%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $43 Shares 2,200 Est. Cost $19.55 Unrealized
SBCF SEACOAST BKG CORPORATION FLA COM NEW 0.0%
Value ($000) $42 Shares 1,400 Est. Cost $33.37 Unrealized 0.0%
GIS GENERAL MLS INCORPORATED 0.0%
Value ($000) $42 Shares 550 Est. Cost $67.78 Unrealized 0.0%
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 0.0%
Value ($000) $42 Shares 440 Est. Cost $110.06 Unrealized 0.0%
AFL AFLAC INCORPORATED 0.0%
Value ($000) $42 Shares 750 Est. Cost $54.56 Unrealized 0.0%
TROW T ROWE PRICE GROUP 0.0%
Value ($000) $42 Shares 400 Est. Cost $101.72 Unrealized 0.0%
EVERI HLDGS INCORPORATED 0.0%
Value ($000) $41 Shares 2,500 Est. Cost $16.40 Unrealized
SLF SUN LIFE FINANCIAL INCORPORATED. 0.0%
Value ($000) $40 Shares 1,000 Est. Cost $44.82 Unrealized 0.0%
AMZN AMAZON COM INCORPORATED 0.0%
Value ($000) $40 Shares 350 Est. Cost $126.40 Unrealized 0.0%
HON HONEYWELL INTERNATIONAL INCORPORATED 0.0%
Value ($000) $40 Shares 240 Est. Cost $162.15 Unrealized 0.0%
BAX BAXTER INTERNATIONAL INCORPORATED 0.0%
Value ($000) $40 Shares 750 Est. Cost $55.31 Unrealized 0.0%
MCD MCDONALDS CORPORATION 0.0%
Value ($000) $39 Shares 169 Est. Cost $236.27 Unrealized 0.0%
LMT LOCKHEED MARTIN CORPORATION 0.0%
Value ($000) $39 Shares 100 Est. Cost $380.78 Unrealized 0.0%
GOOG ALPHABET INCORPORATED CAP STK CLASS C 0.0%
Value ($000) $39 Shares 410 Est. Cost $110.83 Unrealized 0.0%
CWEN CLEARWAY ENERGY INCORPORATED CLASS C 0.0%
Value ($000) $38 Shares 1,200 Est. Cost $30.36 Unrealized 0.0%
NUE NUCOR CORPORATION 0.0%
Value ($000) $37 Shares 350 Est. Cost $119.11 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $37 Shares 144 Est. Cost $274.70 Unrealized 0.0%
EXPE EXPEDIA GROUP INCORPORATED COM NEW 0.0%
Value ($000) $37 Shares 400 Est. Cost $101.25 Unrealized 0.0%
CMCSA COMCAST CORPORATION NEW CLASS A 0.0%
Value ($000) $36 Shares 1,244 Est. Cost $33.68 Unrealized 0.0%
AOA ISHARES TR AGGRES ALLOC ETF 0.0%
Value ($000) $36 Shares 647 Est. Cost $55.64 Unrealized
KELLOGG COMPANY 0.0%
Value ($000) $36 Shares 522 Est. Cost $61.15 Unrealized 0.0%
BLACKROCK MUNIYILD QULT FD INCORPORATED 0.0%
Value ($000) $35 Shares 3,145 Est. Cost $11.13 Unrealized
VFVA VANGUARD U.S. VALUE FACTOR ETF 0.0%
Value ($000) $35 Shares 400 Est. Cost $87.50 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $34 Shares 247 Est. Cost $121.23 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INCORPORATED 0.0%
Value ($000) $34 Shares 150 Est. Cost $219.07 Unrealized 0.0%
FDX FEDEX CORPORATION 0.0%
Value ($000) $33 Shares 225 Est. Cost $195.77 Unrealized 0.0%
CAT CATERPILLAR INCORPORATED 0.0%
Value ($000) $33 Shares 200 Est. Cost $172.21 Unrealized 0.0%
NEM NEWMONT CORPORATION 0.0%
Value ($000) $32 Shares 755 Est. Cost $42.16 Unrealized 0.0%
TSN TYSON FOODS INCORPORATED CLASS A 0.0%
Value ($000) $31 Shares 470 Est. Cost $70.42 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INCORPORATED 0.0%
Value ($000) $31 Shares 354 Est. Cost $93.59 Unrealized 0.0%
WEC WEC ENERGY GROUP INCORPORATED 0.0%
Value ($000) $30 Shares 334 Est. Cost $90.74 Unrealized 0.0%
ORCL ORACLE CORPORATION 0.0%
Value ($000) $30 Shares 490 Est. Cost $70.16 Unrealized 0.0%
PHX MINERALS INCORPORATED CLASS A 0.0%
Value ($000) $29 Shares 9,030 Est. Cost $3.21 Unrealized
COHEN STEERS REIT PREFER 0.0%
Value ($000) $29 Shares 1,500 Est. Cost $19.33 Unrealized
V VISA INCORPORATED COM CLASS A 0.0%
Value ($000) $29 Shares 161 Est. Cost $198.34 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $29.84 Unrealized 0.0%
LUV SOUTHWEST AIRLS COMPANY 0.0%
Value ($000) $28 Shares 900 Est. Cost $34.85 Unrealized 0.0%
USMV ISHARES TR MSCI USA MIN VOL 0.0%
Value ($000) $28 Shares 423 Est. Cost $66.19 Unrealized
ICE INTERCONTINENTAL EXCHANGE INCORPORATED 0.0%
Value ($000) $27 Shares 298 Est. Cost $95.80 Unrealized 0.0%
NRG NRG ENERGY INCORPORATED COM NEW 0.0%
Value ($000) $27 Shares 718 Est. Cost $36.50 Unrealized 0.0%
PIONEER NAT RES COMPANY 0.0%
Value ($000) $27 Shares 124 Est. Cost $217.74 Unrealized
EXC EXELON CORPORATION 0.0%
Value ($000) $26 Shares 687 Est. Cost $39.06 Unrealized 0.0%
DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 0.0%
Value ($000) $26 Shares 1,275 Est. Cost $20.39 Unrealized
COST COSTCO WHOLESALE CORPORATION NEW 0.0%
Value ($000) $26 Shares 54 Est. Cost $498.08 Unrealized 0.0%
XLI SPDR INDUSTRIAL SELECT SECTOR FUND 0.0%
Value ($000) $25 Shares 300 Est. Cost $83.33 Unrealized
WM WASTE MGMT INCORPORATED DEL 0.0%
Value ($000) $24 Shares 150 Est. Cost $156.51 Unrealized 0.0%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $24 Shares 831 Est. Cost $28.88 Unrealized
DOW DOW INCORPORATED 0.0%
Value ($000) $24 Shares 537 Est. Cost $41.46 Unrealized 0.0%
DXC DXC TECHNOLOGY COMPANY 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $22.14 Unrealized +24.2%
AOM ISHARES TR MODERT ALLOC ETF 0.0%
Value ($000) $22 Shares 590 Est. Cost $37.29 Unrealized
LHX L3HARRIS TECHNOLOGIES INCORPORATED 0.0%
Value ($000) $21 Shares 103 Est. Cost $214.55 Unrealized 0.0%
SAIA SAIA INCORPORATED 0.0%
Value ($000) $21 Shares 108 Est. Cost $212.00 Unrealized 0.0%
CHGG CHEGG INCORPORATED 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $20.72 Unrealized 0.0%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $21 Shares 590 Est. Cost $35.59 Unrealized
BLACKROCK ENHANCED EQUITY DIVI 0.0%
Value ($000) $21 Shares 2,548 Est. Cost $8.24 Unrealized
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.0%
Value ($000) $20 Shares 240 Est. Cost $80.94 Unrealized 0.0%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $20 Shares 270 Est. Cost $74.07 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $20 Shares 363 Est. Cost $55.10 Unrealized
ZTS ZOETIS INCORPORATED CLASS A 0.0%
Value ($000) $19 Shares 129 Est. Cost $161.45 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORPORATION 0.0%
Value ($000) $19 Shares 229 Est. Cost $71.76 Unrealized 0.0%
AMT AMERICAN TOWER CORPORATION NEW REIT 0.0%
Value ($000) $19 Shares 88 Est. Cost $228.80 Unrealized 0.0%
IQV IQVIA HLDGS INCORPORATED 0.0%
Value ($000) $18 Shares 102 Est. Cost $219.07 Unrealized 0.0%
GNRC GENERAC HLDGS INCORPORATED 0.0%
Value ($000) $18 Shares 100 Est. Cost $229.23 Unrealized 0.0%
AMP AMERIPRISE FINL INCORPORATED 0.0%
Value ($000) $18 Shares 71 Est. Cost $250.71 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INCORPORATED 0.0%
Value ($000) $18 Shares 35 Est. Cost $495.09 Unrealized 0.0%
DD DUPONT DE NEMOURS INCORPORATED 0.0%
Value ($000) $17 Shares 335 Est. Cost $22.25 Unrealized 0.0%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $17 Shares 700 Est. Cost $24.29 Unrealized
ORLY OREILLY AUTOMOTIVE INCORPORATED 0.0%
Value ($000) $17 Shares 24 Est. Cost $46.63 Unrealized 0.0%
YUM YUM BRANDS INCORPORATED 0.0%
Value ($000) $17 Shares 157 Est. Cost $108.77 Unrealized 0.0%
CNP CENTERPOINT ENERGY INCORPORATED 0.0%
Value ($000) $17 Shares 607 Est. Cost $28.56 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $16 Shares 460 Est. Cost $37.60 Unrealized 0.0%
DVN DEVON ENERGY CORPORATION NEW 0.0%
Value ($000) $16 Shares 271 Est. Cost $52.95 Unrealized 0.0%
IWM ISHARES TR RUSSELL 2000 ETF 0.0%
Value ($000) $16 Shares 100 Est. Cost $160.00 Unrealized
UAL UNITED AIRLS HLDGS INCORPORATED 0.0%
Value ($000) $16 Shares 500 Est. Cost $37.20 Unrealized 0.0%
SBUX STARBUCKS CORPORATION 0.0%
Value ($000) $15 Shares 183 Est. Cost $78.36 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORPORATION 0.0%
Value ($000) $15 Shares 230 Est. Cost $69.26 Unrealized 0.0%
ALLY ALLY FINL INCORPORATED 0.0%
Value ($000) $14 Shares 500 Est. Cost $29.22 Unrealized 0.0%
LABORATORY CORPORATION AMER HLDGS COM NEW 0.0%
Value ($000) $14 Shares 70 Est. Cost $200.00 Unrealized
CCL CARNIVAL CORPORATION COMMON STOCK 0.0%
Value ($000) $14 Shares 2,000 Est. Cost $9.69 Unrealized 0.0%
NUSTAR ENERGY LP UNIT COM 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $14.00 Unrealized
SPGI SP GLOBAL INCORPORATED 0.0%
Value ($000) $14 Shares 45 Est. Cost $347.71 Unrealized 0.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $14 Shares 395 Est. Cost $35.44 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $13 Shares 60 Est. Cost $216.67 Unrealized
PH PARKERHANNIFIN CORPORATION 0.0%
Value ($000) $13 Shares 52 Est. Cost $259.06 Unrealized 0.0%
ED CONSOLIDATED EDISON INCORPORATED 0.0%
Value ($000) $13 Shares 150 Est. Cost $85.86 Unrealized 0.0%
SYLD CAMBRIA SHAREHOLDER YIELD ETF 0.0%
Value ($000) $13 Shares 243 Est. Cost $61.15 Unrealized
HIG HARTFORD FINL SVCS GROUP INCORPORATED 0.0%
Value ($000) $13 Shares 215 Est. Cost $60.82 Unrealized 0.0%
COIN COINBASE GLOBAL INCORPORATED COM CLASS A 0.0%
Value ($000) $13 Shares 200 Est. Cost $69.82 Unrealized 0.0%
AEP AMERICAN ELEC PWR COMPANY INCORPORATED 0.0%
Value ($000) $12 Shares 135 Est. Cost $87.12 Unrealized 0.0%
EL LAUDER ESTEE COMPANIES INCORPORATED CLASS A 0.0%
Value ($000) $12 Shares 55 Est. Cost $240.54 Unrealized 0.0%
ALL ALLSTATE CORPORATION 0.0%
Value ($000) $11 Shares 88 Est. Cost $114.59 Unrealized 0.0%
OIH VANECK OIL SERVICES ETF 0.0%
Value ($000) $11 Shares 50 Est. Cost $220.00 Unrealized
ATLASSIAN CORPORATION PLC CLASS A 0.0%
Value ($000) $11 Shares 50 Est. Cost $220.00 Unrealized
ROK ROCKWELL AUTOMATION INCORPORATED 0.0%
Value ($000) $11 Shares 52 Est. Cost $219.91 Unrealized 0.0%
VOO VANGUARD INDEX FUNDS SP 500 ETF SHS NEW 0.0%
Value ($000) $11 Shares 32 Est. Cost $346.92 Unrealized
FE FIRSTENERGY CORPORATION 0.0%
Value ($000) $11 Shares 300 Est. Cost $34.38 Unrealized 0.0%
EBAY EBAY INCORPORATED. 0.0%
Value ($000) $11 Shares 300 Est. Cost $41.71 Unrealized 0.0%
CMS CMS ENERGY CORPORATION 0.0%
Value ($000) $10 Shares 173 Est. Cost $60.46 Unrealized 0.0%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $10 Shares 104 Est. Cost $87.64 Unrealized 0.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $10 Shares 35 Est. Cost $378.38 Unrealized 0.0%
SBAC SBA COMMUNICATIONS CORPORATION NEW CLASS A REIT 0.0%
Value ($000) $10 Shares 35 Est. Cost $306.47 Unrealized 0.0%
AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
JBHT HUNT J B TRANS SVCS INCORPORATED 0.0%
Value ($000) $9 Shares 60 Est. Cost $168.89 Unrealized 0.0%
ASH ASHLAND INCORPORATED 0.0%
Value ($000) $9 Shares 100 Est. Cost $94.80 Unrealized 0.0%
SLV ISHARES SILVER TR ISHARES 0.0%
Value ($000) $9 Shares 500 Est. Cost $18.00 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value ($000) $9 Shares 590 Est. Cost $15.25 Unrealized
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $9 Shares 400 Est. Cost $26.55 Unrealized 0.0%
RBLX ROBLOX CORPORATION CLASS A 0.0%
Value ($000) $9 Shares 240 Est. Cost $41.36 Unrealized 0.0%
VOT VANGUARD MIDCAP GROWTH ETF 0.0%
Value ($000) $9 Shares 55 Est. Cost $163.64 Unrealized
VBK VANGUARD SMALLCAP GROWTH ETF 0.0%
Value ($000) $9 Shares 45 Est. Cost $200.00 Unrealized
VBR VANGUARD SMALLCAP VALUE ETF 0.0%
Value ($000) $9 Shares 60 Est. Cost $150.00 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS 0.0%
Value ($000) $9 Shares 143 Est. Cost $62.94 Unrealized
META META PLATFORMS INCORPORATED CLASS A 0.0%
Value ($000) $8 Shares 56 Est. Cost $160.96 Unrealized 0.0%
NATIONAL INSTRS CORPORATION 0.0%
Value ($000) $8 Shares 211 Est. Cost $37.91 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $8 Shares 206 Est. Cost $38.83 Unrealized
AVRE AMERICAN CENTY ETF TR AVANTIS REAL ESTATE ETF 0.0%
Value ($000) $8 Shares 200 Est. Cost $40.00 Unrealized
ALV AUTOLIV INCORPORATED 0.0%
Value ($000) $7 Shares 100 Est. Cost $71.00 Unrealized 0.0%
HRB BLOCK H R INCORPORATED 0.0%
Value ($000) $7 Shares 165 Est. Cost $38.26 Unrealized 0.0%
VMWARE INC CLASS A 0.0%
Value ($000) $7 Shares 61 Est. Cost $114.75 Unrealized
LIBERTY MEDIA CORPORATION 0.0%
Value ($000) $7 Shares 17,000 Est. Cost $0.71 Unrealized
HANESBRANDS INCORPORATED 0.0%
Value ($000) $6 Shares 800 Est. Cost $7.50 Unrealized
WYNN WYNN RESORTS LIMITED 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.56 Unrealized 0.0%
MKC MCCORMICK COMPANY INCORPORATED COM NON VTG 0.0%
Value ($000) $6 Shares 80 Est. Cost $77.43 Unrealized 0.0%
STNE STONECO LIMITED COM CLASS A 0.0%
Value ($000) $6 Shares 600 Est. Cost $10.00 Unrealized
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $5 Shares 130 Est. Cost $38.46 Unrealized
VVV VALVOLINE INCORPORATED 0.0%
Value ($000) $5 Shares 200 Est. Cost $29.27 Unrealized 0.0%
PATTERSON COMPANIES INCORPORATED 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
OLPX OLAPLEX HLDGS INCORPORATED 0.0%
Value ($000) $5 Shares 550 Est. Cost $19.08 Unrealized -24.8%
BLNK BLINK CHARGING COMPANY 0.0%
Value ($000) $5 Shares 300 Est. Cost $20.53 Unrealized 0.0%
HPQ HP INCORPORATED 0.0%
Value ($000) $5 Shares 200 Est. Cost $27.00 Unrealized 0.0%
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value ($000) $5 Shares 1,040 Est. Cost $4.81 Unrealized
DELL DELL TECHNOLOGIES INC CLASS C 0.0%
Value ($000) $5 Shares 140 Est. Cost $39.10 Unrealized 0.0%
INTU INTUIT 0.0%
Value ($000) $4 Shares 10 Est. Cost $422.65 Unrealized 0.0%
KANDI TECHNOLOGIES GROUP INCORPORATED 0.0%
Value ($000) $4 Shares 1,750 Est. Cost $2.29 Unrealized
NDAQ NASDAQ INCORPORATED 0.0%
Value ($000) $4 Shares 75 Est. Cost $56.05 Unrealized 0.0%
HOLLYSYS AUTOMATION TCHNGY LIMITED SHS 0.0%
Value ($000) $4 Shares 250 Est. Cost $16.00 Unrealized
ZENDESK INCORPORATED 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
WBD WARNER BROS DISCOVERY INCORPORATED COM SER A 0.0%
Value ($000) $4 Shares 308 Est. Cost $13.59 Unrealized 0.0%
PYPL PAYPAL HLDGS INCORPORATED 0.0%
Value ($000) $4 Shares 50 Est. Cost $88.47 Unrealized 0.0%
CL COLGATE PALMOLIVE COMPANY 0.0%
Value ($000) $4 Shares 50 Est. Cost $72.46 Unrealized 0.0%
BRIGHT HEALTH GROUP INCORPORATED 0.0%
Value ($000) $3 Shares 2,500 Est. Cost $1.20 Unrealized
DOCU DOCUSIGN INCORPORATED 0.0%
Value ($000) $3 Shares 50 Est. Cost $62.69 Unrealized 0.0%
CBAT CBAK ENERGY TECHNOLOGY INCORPORATED 0.0%
Value ($000) $3 Shares 2,450 Est. Cost $1.28 Unrealized 0.0%
SPYG SPDR PORTFOLIO SP 500 GROWTH ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
FTC SOLAR INCORPORATED 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.00 Unrealized
TTWO TAKETWO INTERACTIVE SOFTWARE 0.0%
Value ($000) $3 Shares 25 Est. Cost $124.20 Unrealized 0.0%
FUBO FUBOTV INCORPORATED 0.0%
Value ($000) $3 Shares 800 Est. Cost $3.58 Unrealized 0.0%
MAS MASCO CORPORATION 0.0%
Value ($000) $3 Shares 66 Est. Cost $48.85 Unrealized 0.0%
WORKHORSE GROUP INCORPORATED COM NEW 0.0%
Value ($000) $2 Shares 800 Est. Cost $2.50 Unrealized
SFNC SIMMONS 1ST NATL CORPORATION CLASS A 1 PAR 0.0%
Value ($000) $2 Shares 72 Est. Cost $23.11 Unrealized 0.0%
TKR TIMKEN COMPANY 0.0%
Value ($000) $2 Shares 36 Est. Cost $62.09 Unrealized 0.0%
CHUYS HLDGS INCORPORATED 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
GRWG GROWGENERATION CORPORATION 0.0%
Value ($000) $2 Shares 600 Est. Cost $4.62 Unrealized 0.0%
OGN ORGANON COMPANY COMMON STOCK 0.0%
Value ($000) $1 Shares 50 Est. Cost $25.65 Unrealized 0.0%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
BYND BEYOND MEAT INCORPORATED 0.0%
Value ($000) $1 Shares 50 Est. Cost $27.58 Unrealized 0.0%
NCLH NORWEGIAN CRUISE LINE HLDG LIMITED SHS 0.0%
Value ($000) $1 Shares 50 Est. Cost $13.17 Unrealized 0.0%
ARCIMOTO INCORPORATED 0.0%
Value ($000) $1 Shares 700 Est. Cost $1.43 Unrealized
JACK JACK IN THE BOX INCORPORATED 0.0%
Value ($000) $1 Shares 11 Est. Cost $83.67 Unrealized -9.4%
LIBERTY MEDIA CORPORATION DEL COM A BRAVES GRP 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
MU MICRON TECHNOLOGY INCORPORATED 0.0%
Value ($000) $0 Shares 9 Est. Cost $56.91 Unrealized 0.0%
QUANTUM CORPORATION COM NEW 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
KD KYNDRYL HLDGS INCORPORATED COMMON STOCK 0.0%
Value ($000) $0 Shares 42 Est. Cost $10.40 Unrealized 0.0%
FIX COMFORT SYSTEMS USA INCORPORATED 0.0%
Value ($000) $0 Shares 1 Est. Cost $96.67 Unrealized 0.0%
CANOPY GROWTH CORPORATION 0.0%
Value ($000) $0 Shares 125 Est. Cost Unrealized