Baird Financial Group, Inc. Diversified Active

Location: MILWAUKEE, WI

CIK: 0001648711 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 14, 2026

Total Value ($000): $64,010,238 (100.0% shares, 0.0% debt)

Holdings (1,826)

New Positions (146)

AZN ASTRAZENECA PLC 0.0%
Value ($000) $26,305 Shares 133,378 Est. Cost $190.39 Unrealized 0.0%
JHMM JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $19,969 Shares 297,509 Est. Cost $67.12 Unrealized
VG VENTURE GLOBAL INC 0.0%
Value ($000) $15,523 Shares 984,948 Est. Cost $8.89 Unrealized 0.0%
MFSI MFS ACTIVE EXCHANGE TRADED F 0.0%
Value ($000) $12,830 Shares 431,711 Est. Cost $29.72 Unrealized
TTEQ T ROWE PRICE ETF INC 0.0%
Value ($000) $12,807 Shares 423,263 Est. Cost $30.26 Unrealized
RDW REDWIRE CORPORATION 0.0%
Value ($000) $10,947 Shares 1,287,833 Est. Cost $10.17 Unrealized 0.0%
FENI FIDELITY COVINGTON TRUST 0.0%
Value ($000) $8,930 Shares 240,058 Est. Cost $37.20 Unrealized
RNG RINGCENTRAL INC 0.0%
Value ($000) $8,785 Shares 236,212 Est. Cost $28.72 Unrealized 0.0%
BRKR BRUKER CORP 0.0%
Value ($000) $8,260 Shares 228,672 Est. Cost $45.39 Unrealized 0.0%
FEGE RBB FUND TRUST 0.0%
Value ($000) $7,128 Shares 151,666 Est. Cost $47.00 Unrealized
FTHI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $6,704 Shares 292,101 Est. Cost $22.95 Unrealized
EDV VANGUARD WORLD FD 0.0%
Value ($000) $6,200 Shares 95,457 Est. Cost $64.95 Unrealized
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $5,926 Shares 36,279 Est. Cost $180.48 Unrealized 0.0%
IDMO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $5,526 Shares 100,759 Est. Cost $54.84 Unrealized
IONQ IONQ INC 0.0%
Value ($000) $5,168 Shares 179,248 Est. Cost $41.41 Unrealized 0.0%
AGNC AGNC INVT CORP 0.0%
Value ($000) $4,320 Shares 430,725 Est. Cost $10.03 Unrealized
PATH UIPATH INC 0.0%
Value ($000) $4,300 Shares 387,392 Est. Cost $13.48 Unrealized 0.0%
AMRC AMERESCO INC 0.0%
Value ($000) $3,838 Shares 150,521 Est. Cost $31.76 Unrealized 0.0%
CRCL CIRCLE INTERNET GROUP INC 0.0%
Value ($000) $3,490 Shares 36,581 Est. Cost $69.72 Unrealized 0.0%
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $3,467 Shares 154,367 Est. Cost $22.46 Unrealized
VBIL VANGUARD INSTL INDEX FD 0.0%
Value ($000) $3,392 Shares 44,838 Est. Cost $75.65 Unrealized
PFFD GLOBAL X FDS 0.0%
Value ($000) $3,342 Shares 181,630 Est. Cost $18.40 Unrealized
FTAI FTAI AVIATION LTD 0.0%
Value ($000) $3,055 Shares 12,469 Est. Cost $270.82 Unrealized 0.0%
DBMF LITMAN GREGORY FDS TR 0.0%
Value ($000) $2,917 Shares 96,748 Est. Cost $30.15 Unrealized
CGMM CAPITAL GROUP EQUITY ETF TR 0.0%
Value ($000) $2,781 Shares 94,707 Est. Cost $29.36 Unrealized
FN FABRINET 0.0%
Value ($000) $2,747 Shares 5,268 Est. Cost $492.64 Unrealized 0.0%
KRE SPDR SERIES TRUST 0.0%
Value ($000) $2,710 Shares 41,589 Est. Cost $65.15 Unrealized
IAK ISHARES TR 0.0%
Value ($000) $2,623 Shares 20,444 Est. Cost $128.29 Unrealized
LPG DORIAN LPG LTD 0.0%
Value ($000) $2,607 Shares 76,222 Est. Cost $30.40 Unrealized 0.0%
TWST TWIST BIOSCIENCE CORP 0.0%
Value ($000) $2,560 Shares 53,867 Est. Cost $44.18 Unrealized 0.0%
JSMD JANUS DETROIT STR TR 0.0%
Value ($000) $2,491 Shares 31,392 Est. Cost $79.35 Unrealized
CQQQ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $2,386 Shares 51,849 Est. Cost $46.02 Unrealized
SGDM SPROTT ETF TRUST 0.0%
Value ($000) $1,933 Shares 25,610 Est. Cost $75.49 Unrealized
TW TRADEWEB MKTS INC 0.0%
Value ($000) $1,896 Shares 16,116 Est. Cost $109.31 Unrealized 0.0%
IDVO AMPLIFY ETF TR 0.0%
Value ($000) $1,892 Shares 46,759 Est. Cost $40.47 Unrealized
NBTB NBT BANCORP INC 0.0%
Value ($000) $1,828 Shares 42,931 Est. Cost $44.33 Unrealized 0.0%
PBR PETROLEO BRASILEIRO S A 0.0%
Value ($000) $1,828 Shares 88,075 Est. Cost $20.75 Unrealized
BLCR BLACKROCK ETF TRUST 0.0%
Value ($000) $1,777 Shares 43,281 Est. Cost $41.06 Unrealized
LNTH LANTHEUS HLDGS INC 0.0%
Value ($000) $1,771 Shares 23,343 Est. Cost $68.45 Unrealized 0.0%
RPV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,595 Shares 14,852 Est. Cost $107.39 Unrealized
AQN ALGONQUIN POWER UTILITIES 0.0%
Value ($000) $1,589 Shares 258,719 Est. Cost $6.51 Unrealized 0.0%
ONDS ONDAS INC 0.0%
Value ($000) $1,507 Shares 166,733 Est. Cost $11.33 Unrealized 0.0%
HTHT H WORLD GROUP LTD 0.0%
Value ($000) $1,485 Shares 29,519 Est. Cost $50.29 Unrealized
HTO H2O AMERICA 0.0%
Value ($000) $1,427 Shares 24,322 Est. Cost $52.73 Unrealized 0.0%
WU WESTERN UN CO 0.0%
Value ($000) $1,411 Shares 161,621 Est. Cost $8.73 Unrealized
MDLN MEDLINE INC 0.0%
Value ($000) $1,351 Shares 30,360 Est. Cost $44.84 Unrealized 0.0%
TEM TEMPUS AI INC 0.0%
Value ($000) $1,331 Shares 29,440 Est. Cost $61.24 Unrealized 0.0%
PSKY PARAMOUNT SKYDANCE CORP 0.0%
Value ($000) $1,295 Shares 143,590 Est. Cost $11.36 Unrealized 0.0%
VGUS VANGUARD INSTL INDEX FD 0.0%
Value ($000) $1,263 Shares 16,688 Est. Cost $75.66 Unrealized
FEP FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $1,231 Shares 22,544 Est. Cost $54.61 Unrealized
AA ALCOA CORP 0.0%
Value ($000) $1,112 Shares 16,761 Est. Cost $61.09 Unrealized 0.0%
LSGR NATIXIS ETF TRUST II 0.0%
Value ($000) $1,095 Shares 27,803 Est. Cost $39.39 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $829 Shares 103,112 Est. Cost $8.04 Unrealized
PRK PARK NATL CORP 0.0%
Value ($000) $805 Shares 4,928 Est. Cost $165.80 Unrealized 0.0%
ERIC TELEFONAKTIEBOLAGET LM ERICS 0.0%
Value ($000) $795 Shares 70,517 Est. Cost $11.27 Unrealized
XSOE WISDOMTREE TR 0.0%
Value ($000) $734 Shares 18,301 Est. Cost $40.10 Unrealized
NUVEEN SP 500 DYNAMIC OVERW 0.0%
Value ($000) $705 Shares 43,841 Est. Cost $16.07 Unrealized
DUOL DUOLINGO INC 0.0%
Value ($000) $696 Shares 7,061 Est. Cost $137.87 Unrealized 0.0%
RZV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $680 Shares 5,465 Est. Cost $124.40 Unrealized
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value ($000) $674 Shares 1,709 Est. Cost $349.30 Unrealized 0.0%
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $619 Shares 13,247 Est. Cost $46.74 Unrealized
BLACKROCK MUNIYIELD N Y QUAL 0.0%
Value ($000) $578 Shares 60,225 Est. Cost $9.60 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OV 0.0%
Value ($000) $567 Shares 21,261 Est. Cost $26.67 Unrealized
QQQE DIREXION SHARES ETF TRUST 0.0%
Value ($000) $546 Shares 5,542 Est. Cost $98.53 Unrealized
AWP ABRDN GLOBAL PREMIER PPTYS F 0.0%
Value ($000) $522 Shares 47,269 Est. Cost $11.05 Unrealized
PNFP PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $498 Shares 5,786 Est. Cost $97.40 Unrealized 0.0%
AMRZ AMRIZE LTD 0.0%
Value ($000) $478 Shares 8,529 Est. Cost $57.11 Unrealized 0.0%
RVER ADVISOR MANAGED PORTFOLIOS 0.0%
Value ($000) $472 Shares 17,200 Est. Cost $27.42 Unrealized
AAOI APPLIED OPTOELECTRONICS INC 0.0%
Value ($000) $442 Shares 5,226 Est. Cost $41.81 Unrealized 0.0%
NXG CUSHING MIDSTREAM ENERGY 0.0%
Value ($000) $435 Shares 9,783 Est. Cost $44.49 Unrealized
VFLO VICTORY PORTFOLIOS II 0.0%
Value ($000) $421 Shares 10,670 Est. Cost $39.48 Unrealized
PIMCO NEW YORK MUN FD II 0.0%
Value ($000) $419 Shares 61,134 Est. Cost $6.85 Unrealized
FYT FIRST TR EXCHANGE TRADED ALP 0.0%
Value ($000) $412 Shares 6,664 Est. Cost $61.79 Unrealized
BSMS INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $406 Shares 17,369 Est. Cost $23.40 Unrealized
SKWD SKYWARD SPECIALTY INS GROUP 0.0%
Value ($000) $405 Shares 9,270 Est. Cost $45.72 Unrealized 0.0%
CHRD CHORD ENERGY CORPORATION 0.0%
Value ($000) $400 Shares 2,816 Est. Cost $97.84 Unrealized 0.0%
IBDV ISHARES TR 0.0%
Value ($000) $378 Shares 17,272 Est. Cost $21.89 Unrealized
NEU NEWMARKET CORP 0.0%
Value ($000) $372 Shares 580 Est. Cost $665.20 Unrealized 0.0%
OSCR OSCAR HEALTH INC 0.0%
Value ($000) $362 Shares 31,584 Est. Cost $14.72 Unrealized 0.0%
ILDR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $356 Shares 11,966 Est. Cost $29.78 Unrealized
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $355 Shares 1,941 Est. Cost $296.44 Unrealized 0.0%
FPS FORGENT POWER SOLUTIONS INC 0.0%
Value ($000) $346 Shares 11,818 Est. Cost $29.27 Unrealized
EQX EQUINOX GOLD CORP 0.0%
Value ($000) $338 Shares 23,384 Est. Cost $15.52 Unrealized 0.0%
MISL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $336 Shares 7,511 Est. Cost $44.71 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value ($000) $328 Shares 6,426 Est. Cost $34.76 Unrealized 0.0%
PIMCO MUN INCOME FD II 0.0%
Value ($000) $326 Shares 43,014 Est. Cost $7.57 Unrealized
TFX TELEFLEX INCORPORATED 0.0%
Value ($000) $322 Shares 2,696 Est. Cost $108.70 Unrealized 0.0%
SBRA SABRA HEALTH CARE REIT INC 0.0%
Value ($000) $298 Shares 15,498 Est. Cost $19.23 Unrealized
VIRTUS CONVERTIBLE INC FD 0.0%
Value ($000) $289 Shares 21,554 Est. Cost $13.41 Unrealized
KOP KOPPERS HOLDINGS INC 0.0%
Value ($000) $286 Shares 7,385 Est. Cost $30.90 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $285 Shares 7,310 Est. Cost $33.54 Unrealized 0.0%
ATI ATI INC 0.0%
Value ($000) $282 Shares 1,940 Est. Cost $131.64 Unrealized 0.0%
HIMS HIMS HERS HEALTH INC 0.0%
Value ($000) $281 Shares 13,532 Est. Cost $25.33 Unrealized 0.0%
YORW YORK WTR CO 0.0%
Value ($000) $281 Shares 9,212 Est. Cost $32.86 Unrealized 0.0%
FLMI FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $273 Shares 11,000 Est. Cost $24.79 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $272 Shares 4,107 Est. Cost $51.81 Unrealized 0.0%
BGIG ETF SER SOLUTIONS 0.0%
Value ($000) $265 Shares 7,960 Est. Cost $33.26 Unrealized
MOD MODINE MFG CO 0.0%
Value ($000) $264 Shares 1,220 Est. Cost $176.49 Unrealized 0.0%
IBHH ISHARES TR 0.0%
Value ($000) $264 Shares 11,250 Est. Cost $23.47 Unrealized
DHT DHT HOLDINGS INC 0.0%
Value ($000) $264 Shares 14,428 Est. Cost $14.32 Unrealized 0.0%
SRPT SAREPTA THERAPEUTICS INC 0.0%
Value ($000) $259 Shares 11,904 Est. Cost $20.24 Unrealized 0.0%
IGE ISHARES TR 0.0%
Value ($000) $258 Shares 4,100 Est. Cost $62.94 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $258 Shares 5,520 Est. Cost $46.74 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $243 Shares 4,781 Est. Cost $42.94 Unrealized 0.0%
LIT GLOBAL X FDS 0.0%
Value ($000) $238 Shares 3,200 Est. Cost $74.35 Unrealized
SCHI SCHWAB STRATEGIC TR 0.0%
Value ($000) $233 Shares 10,288 Est. Cost $22.68 Unrealized
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $229 Shares 2,996 Est. Cost $76.55 Unrealized
NU NU HLDGS LTD 0.0%
Value ($000) $228 Shares 15,840 Est. Cost $17.34 Unrealized 0.0%
NWPX NWPX INFRASTRUCTURE INC 0.0%
Value ($000) $227 Shares 2,919 Est. Cost $69.82 Unrealized 0.0%
SON SONOCO PRODS CO 0.0%
Value ($000) $226 Shares 4,185 Est. Cost $50.32 Unrealized 0.0%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $226 Shares 6,372 Est. Cost $40.87 Unrealized 0.0%
ACLS AXCELIS TECHNOLOGIES INC 0.0%
Value ($000) $225 Shares 2,421 Est. Cost $89.10 Unrealized 0.0%
MAN MANPOWERGROUP INC WIS 0.0%
Value ($000) $223 Shares 7,578 Est. Cost $30.90 Unrealized 0.0%
IRDM IRIDIUM COMMUNICATIONS INC 0.0%
Value ($000) $222 Shares 8,003 Est. Cost $20.62 Unrealized 0.0%
MORN MORNINGSTAR INC 0.0%
Value ($000) $222 Shares 1,313 Est. Cost $190.28 Unrealized 0.0%
GEO GEO GROUP INC 0.0%
Value ($000) $217 Shares 12,883 Est. Cost $16.02 Unrealized 0.0%
DCO DUCOMMUN INC DEL 0.0%
Value ($000) $215 Shares 1,760 Est. Cost $115.53 Unrealized 0.0%
NVMI NOVA LTD 0.0%
Value ($000) $214 Shares 492 Est. Cost $438.65 Unrealized 0.0%
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $213 Shares 2,765 Est. Cost $72.37 Unrealized 0.0%
MIRM MIRUM PHARMACEUTICALS INC 0.0%
Value ($000) $213 Shares 2,305 Est. Cost $96.57 Unrealized 0.0%
AWI ARMSTRONG WORLD INDS INC NEW 0.0%
Value ($000) $209 Shares 1,269 Est. Cost $192.76 Unrealized 0.0%
CNO CNO FINL GROUP INC 0.0%
Value ($000) $209 Shares 5,088 Est. Cost $42.38 Unrealized 0.0%
ATAT ATOUR LIFESTYLE HLDGS LTD 0.0%
Value ($000) $207 Shares 5,619 Est. Cost $36.81 Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $207 Shares 3,711 Est. Cost $55.71 Unrealized
BOKF BOK FINL CORP 0.0%
Value ($000) $206 Shares 1,611 Est. Cost $129.42 Unrealized 0.0%
PINS PINTEREST INC 0.0%
Value ($000) $206 Shares 11,213 Est. Cost $22.23 Unrealized 0.0%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $204 Shares 12,989 Est. Cost $18.02 Unrealized 0.0%
WSFS WSFS FINL CORP 0.0%
Value ($000) $204 Shares 3,110 Est. Cost $62.59 Unrealized 0.0%
CE CELANESE CORP DEL 0.0%
Value ($000) $202 Shares 3,068 Est. Cost $49.52 Unrealized 0.0%
CGNX COGNEX CORP 0.0%
Value ($000) $202 Shares 4,117 Est. Cost $44.48 Unrealized 0.0%
VTOL BRISTOW GROUP INC 0.0%
Value ($000) $201 Shares 4,291 Est. Cost $43.23 Unrealized 0.0%
YELP YELP INC 0.0%
Value ($000) $201 Shares 8,132 Est. Cost $26.04 Unrealized 0.0%
LRN STRIDE INC 0.0%
Value ($000) $201 Shares 2,280 Est. Cost $78.14 Unrealized 0.0%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $200 Shares 2,429 Est. Cost $82.49 Unrealized
CXW CORECIVIC INC 0.0%
Value ($000) $199 Shares 10,530 Est. Cost $18.83 Unrealized 0.0%
CLOUGH GLOBAL EQUITY FD 0.0%
Value ($000) $195 Shares 25,949 Est. Cost $7.53 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $193 Shares 10,001 Est. Cost $19.30 Unrealized
AMRX AMNEAL PHARMACEUTICALS INC 0.0%
Value ($000) $183 Shares 14,689 Est. Cost $13.92 Unrealized 0.0%
NUVEEN SELECT TAX FREE INCOM 0.0%
Value ($000) $182 Shares 12,700 Est. Cost $14.35 Unrealized
QBTS D WAVE QUANTUM INC 0.0%
Value ($000) $165 Shares 11,430 Est. Cost $23.66 Unrealized 0.0%
EATON VANCE TAX MANAGED GLOB 0.0%
Value ($000) $138 Shares 15,926 Est. Cost $8.66 Unrealized
WESTERN ASSET MANAGED MUNS F 0.0%
Value ($000) $110 Shares 10,703 Est. Cost $10.28 Unrealized
BMNU ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $106 Shares 60,055 Est. Cost $1.76 Unrealized
SGMT SAGIMET BIOSCIENCES INC 0.0%
Value ($000) $68 Shares 13,086 Est. Cost $5.81 Unrealized 0.0%
RPAY REPAY HLDGS CORP 0.0%
Value ($000) $65 Shares 25,000 Est. Cost $3.41 Unrealized 0.0%
BUI-R BLACKROCK UTILS INFRASTRUCTU 0.0%
Value ($000) $0 Shares 20,608 Est. Cost $0.01 Unrealized

Increased Positions (779)

MSFT MICROSOFT CORP 3.3%
Value ($000) $2,140,589 (-21.7%) Shares 5,782,718 (+2.3%) Est. Cost $147.66 Unrealized +194.3%
UBER UBER TECHNOLOGIES INC 0.6%
Value ($000) $398,152 (+506.8%) Shares 5,535,270 (+589.3%) Est. Cost $78.72 Unrealized +0.0%
JNJ JOHNSON JOHNSON 1.7%
Value ($000) $1,105,988 (+22.3%) Shares 4,524,578 (+3.5%) Est. Cost $128.13 Unrealized +77.8%
JPM JPMORGAN CHASE CO 3.1%
Value ($000) $1,967,150 (-7.2%) Shares 6,687,348 (+1.7%) Est. Cost $120.68 Unrealized +158.0%
AMZN AMAZON COM INC 1.8%
Value ($000) $1,137,549 (+14.9%) Shares 5,461,894 (+27.3%) Est. Cost $174.34 Unrealized +30.1%
AAPL APPLE INC 4.0%
Value ($000) $2,538,246 (-5.5%) Shares 10,001,362 (+1.3%) Est. Cost $103.27 Unrealized +154.5%
VEA VANGUARD TAX MANAGED FDS 2.2%
Value ($000) $1,376,702 (+9.6%) Shares 21,484,114 (+6.8%) Est. Cost $42.64 Unrealized
FAST FASTENAL CO 1.1%
Value ($000) $713,529 (+19.8%) Shares 15,377,769 (+3.6%) Est. Cost $28.90 Unrealized +53.2%
CVX CHEVRON CORPORATION 0.5%
Value ($000) $347,418 (+44.9%) Shares 1,679,158 (+6.8%) Est. Cost $98.15 Unrealized +75.1%
META META PLATFORMS INC 1.5%
Value ($000) $954,338 (-9.5%) Shares 1,668,044 (+4.4%) Est. Cost $403.47 Unrealized +62.5%
COST COSTCO WHOLESALE CORPORATION 1.0%
Value ($000) $612,953 (+18.8%) Shares 615,148 (+2.8%) Est. Cost $301.16 Unrealized +220.0%
IWF ISHARES TR 1.9%
Value ($000) $1,196,904 (-6.9%) Shares 2,806,999 (+3.3%) Est. Cost $198.55 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.9%
Value ($000) $594,420 (+13.0%) Shares 10,154,088 (+13.3%) Est. Cost $53.16 Unrealized
IJR ISHARES TR 1.3%
Value ($000) $803,550 (+9.0%) Shares 6,464,078 (+5.4%) Est. Cost $102.63 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.5%
Value ($000) $315,495 (+25.4%) Shares 933,556 (+12.8%) Est. Cost $98.04 Unrealized
PGR PROGRESSIVE CORP 1.3%
Value ($000) $820,625 (-7.1%) Shares 4,139,552 (+6.8%) Est. Cost $113.90 Unrealized +81.5%
DHR DANAHER CORP DEL 0.6%
Value ($000) $403,075 (-13.4%) Shares 2,125,922 (+4.6%) Est. Cost $200.05 Unrealized +12.3%
DIS DISNEY WALT CO 0.7%
Value ($000) $479,602 (-11.3%) Shares 4,976,161 (+4.7%) Est. Cost $113.47 Unrealized -3.5%
BIV VANGUARD BD INDEX FDS 0.7%
Value ($000) $431,936 (+16.2%) Shares 5,596,477 (+17.2%) Est. Cost $79.46 Unrealized
TJX TJX COS INC NEW 1.1%
Value ($000) $696,004 (+9.4%) Shares 4,358,195 (+5.2%) Est. Cost $72.56 Unrealized +112.6%
AVGO BROADCOM INC 0.9%
Value ($000) $596,350 (-8.8%) Shares 1,926,756 (+1.9%) Est. Cost $152.94 Unrealized +118.5%
IWD ISHARES TR 2.0%
Value ($000) $1,287,742 (+4.7%) Shares 6,026,778 (+3.0%) Est. Cost $147.93 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.9%
Value ($000) $551,805 (+10.6%) Shares 6,668,337 (+11.9%) Est. Cost $74.67 Unrealized
ETN EATON CORP PLC 0.3%
Value ($000) $167,102 (+40.2%) Shares 467,195 (+24.8%) Est. Cost $161.89 Unrealized +118.4%
NVDA NVIDIA CORPORATION 1.3%
Value ($000) $853,172 (-4.8%) Shares 4,892,044 (+1.8%) Est. Cost $96.60 Unrealized +93.2%
UNP UNION PAC CORP 0.8%
Value ($000) $503,814 (+9.2%) Shares 2,076,555 (+4.2%) Est. Cost $163.28 Unrealized +49.0%
WFC WELLS FARGO CO 0.7%
Value ($000) $476,292 (-8.0%) Shares 5,982,815 (+7.7%) Est. Cost $58.82 Unrealized +53.1%
VWO VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $379,912 (+11.2%) Shares 7,028,898 (+10.6%) Est. Cost $42.59 Unrealized
EOG EOG RES INC 0.1%
Value ($000) $89,010 (+72.2%) Shares 615,691 (+25.1%) Est. Cost $90.23 Unrealized +24.3%
IWR ISHARES TR 1.4%
Value ($000) $872,144 (+4.4%) Shares 8,969,908 (+3.3%) Est. Cost $75.42 Unrealized
LLY ELI LILLY CO 0.4%
Value ($000) $260,731 (-12.1%) Shares 283,474 (+2.7%) Est. Cost $343.86 Unrealized +204.5%
IEFA ISHARES TR 0.9%
Value ($000) $558,928 (+6.5%) Shares 6,173,951 (+5.2%) Est. Cost $58.60 Unrealized
BAC BANK AMERICA CORP 0.5%
Value ($000) $333,129 (-9.2%) Shares 6,833,405 (+2.4%) Est. Cost $28.77 Unrealized +86.5%
VEU VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $286,143 (+13.1%) Shares 3,810,156 (+10.8%) Est. Cost $59.23 Unrealized
ORLY OREILLY AUTOMOTIVE INC 1.0%
Value ($000) $631,571 (+5.1%) Shares 6,841,844 (+3.9%) Est. Cost $88.75 Unrealized +7.0%
BEPC BROOKFIELD RENEWABLE CORP 0.2%
Value ($000) $119,291 (+34.3%) Shares 2,995,014 (+29.3%) Est. Cost $31.61 Unrealized +29.6%
RGLD ROYAL GOLD INC 0.1%
Value ($000) $62,009 (+94.0%) Shares 243,661 (+69.5%) Est. Cost $202.23 Unrealized +33.5%
CP CANADIAN PACIFIC KANSAS CITY 0.2%
Value ($000) $104,674 (+38.9%) Shares 1,330,716 (+30.1%) Est. Cost $76.39 Unrealized +1.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.0%
Value ($000) $1,278,011 (-2.2%) Shares 2,666,968 (+2.6%) Est. Cost $253.92 Unrealized +94.3%
CME CME GROUP INC 0.1%
Value ($000) $82,481 (+52.9%) Shares 279,264 (+41.4%) Est. Cost $209.33 Unrealized +38.2%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $43,834 (+170.0%) Shares 674,376 (+70.8%) Est. Cost $51.06 Unrealized -11.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $85,862 (+45.1%) Shares 442,271 (+29.7%) Est. Cost $151.86 Unrealized +35.8%
LIN LINDE PLC 0.2%
Value ($000) $104,217 (+34.3%) Shares 210,217 (+15.5%) Est. Cost $386.29 Unrealized +19.1%
WWD WOODWARD INC 0.0%
Value ($000) $27,232 (+2707.9%) Shares 76,084 (+2271.7%) Est. Cost $344.82 Unrealized +2.4%
DE DEERE CO 0.1%
Value ($000) $93,235 (+37.3%) Shares 165,515 (+13.5%) Est. Cost $342.33 Unrealized +61.1%
HUBB HUBBELL INC 0.0%
Value ($000) $26,234 (+2157.2%) Shares 53,458 (+1942.7%) Est. Cost $487.22 Unrealized +1.7%
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $280,159 (-8.1%) Shares 641,405 (+2.6%) Est. Cost $290.68 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $124,562 (+24.8%) Shares 2,481,311 (+1.3%) Est. Cost $34.76 Unrealized +26.1%
KMX CARMAX INC 0.2%
Value ($000) $127,586 (+24.1%) Shares 3,068,452 (+15.3%) Est. Cost $71.04 Unrealized -36.8%
SPSB SPDR SERIES TRUST 0.3%
Value ($000) $180,279 (+15.3%) Shares 5,995,308 (+15.8%) Est. Cost $29.36 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $158,895 (+17.5%) Shares 1,023,213 (+8.6%) Est. Cost $107.05 Unrealized +44.5%
AMGN AMGEN INC 0.2%
Value ($000) $117,634 (+24.8%) Shares 334,329 (+16.1%) Est. Cost $200.19 Unrealized +74.7%
TEL TE CONNECTIVITY PLC 1.0%
Value ($000) $654,002 (-3.4%) Shares 3,128,894 (+5.2%) Est. Cost $155.82 Unrealized +47.5%
VOO VANGUARD INDEX FDS 0.9%
Value ($000) $572,453 (+4.0%) Shares 958,001 (+9.1%) Est. Cost $340.84 Unrealized
AVDE AMERICAN CENTY ETF TR 0.0%
Value ($000) $22,699 (+2643.1%) Shares 267,548 (+2561.6%) Est. Cost $84.37 Unrealized
CGSD CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $31,034 (+206.8%) Shares 1,203,344 (+209.5%) Est. Cost $25.86 Unrealized
ULS UL SOLUTIONS INC 0.0%
Value ($000) $29,620 (+232.5%) Shares 345,585 (+206.0%) Est. Cost $67.18 Unrealized +12.9%
AMPX AMPRIUS TECHNOLOGIES INC 0.0%
Value ($000) $26,725 (+337.9%) Shares 1,585,098 (+104.9%) Est. Cost $6.97 Unrealized +55.9%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $92,488 (+28.0%) Shares 706,338 (+14.6%) Est. Cost $80.55 Unrealized +50.1%
VO VANGUARD INDEX FDS 0.3%
Value ($000) $179,972 (+12.2%) Shares 626,685 (+13.4%) Est. Cost $201.94 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $66,750 (+39.7%) Shares 1,089,625 (+2.0%) Est. Cost $51.60 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $19,797 (+826.0%) Shares 115,483 (+743.4%) Est. Cost $182.59 Unrealized -4.3%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $52,089 (+47.3%) Shares 120,029 (+30.1%) Est. Cost $412.08 Unrealized +0.9%
BEKE KE HLDGS INC 0.1%
Value ($000) $84,098 (+24.7%) Shares 5,617,800 (+31.2%) Est. Cost $15.74 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $34,704 (+91.3%) Shares 236,708 (+102.0%) Est. Cost $132.44 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $23,576 (+231.8%) Shares 324,343 (+162.4%) Est. Cost $57.78 Unrealized +13.6%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $20,621 (+336.7%) Shares 310,187 (+355.9%) Est. Cost $63.07 Unrealized +10.8%
VSCO VICTORIAS SECRET AND CO 0.0%
Value ($000) $19,270 (+453.4%) Shares 415,662 (+546.6%) Est. Cost $56.33 Unrealized +6.8%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $42,162 (+59.2%) Shares 222,199 (+87.7%) Est. Cost $169.32 Unrealized +20.3%
PWR QUANTA SVCS INC 0.1%
Value ($000) $49,536 (+45.9%) Shares 90,227 (+12.2%) Est. Cost $245.85 Unrealized +97.8%
COP CONOCOPHILLIPS 0.1%
Value ($000) $50,248 (+44.2%) Shares 380,666 (+2.2%) Est. Cost $82.24 Unrealized +24.8%
DDWM WISDOMTREE TR 0.0%
Value ($000) $21,319 (+251.1%) Shares 483,311 (+246.6%) Est. Cost $42.00 Unrealized
POWL POWELL INDS INC 0.1%
Value ($000) $34,764 (+77.7%) Shares 64,250 (+4.7%) Est. Cost $183.04 Unrealized +157.4%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $25,497 (+143.4%) Shares 130,532 (+69.9%) Est. Cost $166.63 Unrealized +9.9%
RACE FERRARI N V 0.0%
Value ($000) $15,978 (+1381.7%) Shares 47,209 (+1517.9%) Est. Cost $351.40 Unrealized +1.5%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $22,093 (+199.3%) Shares 835,597 (+195.0%) Est. Cost $32.74 Unrealized -14.6%
ICOW PACER FDS TR 0.1%
Value ($000) $41,953 (+51.4%) Shares 988,530 (+38.0%) Est. Cost $34.69 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $20,554 (+206.9%) Shares 897,153 (+208.4%) Est. Cost $23.24 Unrealized
RYAAY RYANAIR HOLDINGS PLC 0.1%
Value ($000) $69,197 (-16.3%) Shares 1,197,176 (+4.5%) Est. Cost $48.57 Unrealized
NFLX NETFLIX INC. 0.1%
Value ($000) $73,089 (+22.7%) Shares 760,152 (+19.6%) Est. Cost $99.23 Unrealized -15.5%
KO COCA COLA CO 0.2%
Value ($000) $107,119 (+14.1%) Shares 1,408,533 (+4.9%) Est. Cost $46.81 Unrealized +59.7%
VTR VENTAS INC 0.0%
Value ($000) $13,288 (+2946.4%) Shares 162,487 (+2782.5%) Est. Cost $76.36 Unrealized +1.3%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $64,128 (+24.8%) Shares 553,929 (+13.7%) Est. Cost $93.79 Unrealized +17.2%
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $16,234 (+364.4%) Shares 325,004 (+359.9%) Est. Cost $50.10 Unrealized
VTV VANGUARD INDEX FDS 0.5%
Value ($000) $296,521 (+4.5%) Shares 1,511,322 (+1.7%) Est. Cost $117.32 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $29,792 (+72.9%) Shares 564,454 (+63.5%) Est. Cost $46.80 Unrealized
IDXX IDEXX LABS INC 0.1%
Value ($000) $46,376 (+36.7%) Shares 82,535 (+64.6%) Est. Cost $419.13 Unrealized +59.9%
SAMT ADVISORS INNER CIRCLE FD III 0.1%
Value ($000) $42,914 (+39.7%) Shares 1,092,801 (+37.0%) Est. Cost $34.03 Unrealized
WCN WASTE CONNECTIONS INC 0.2%
Value ($000) $123,936 (+10.9%) Shares 762,965 (+19.7%) Est. Cost $137.02 Unrealized +22.2%
SDVY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $66,608 (+21.6%) Shares 1,689,276 (+18.2%) Est. Cost $33.33 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $33,302 (+54.8%) Shares 303,545 (+55.6%) Est. Cost $65.64 Unrealized +69.4%
JCPB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $21,998 (+115.4%) Shares 467,250 (+116.7%) Est. Cost $45.58 Unrealized
CGCP CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $46,806 (+33.6%) Shares 2,095,162 (+35.4%) Est. Cost $21.79 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $146,853 (+8.7%) Shares 1,511,924 (+7.4%) Est. Cost $66.45 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $29,690 (+64.6%) Shares 20,164 (+35.8%) Est. Cost $712.15 Unrealized +105.3%
MUSA MURPHY USA INC 0.1%
Value ($000) $51,872 (+28.7%) Shares 105,010 (+5.1%) Est. Cost $288.69 Unrealized +43.0%
VB VANGUARD INDEX FDS 0.3%
Value ($000) $212,358 (+5.7%) Shares 810,773 (+4.1%) Est. Cost $161.43 Unrealized
ONC BEONE MEDICINES LTD 0.2%
Value ($000) $103,836 (+12.3%) Shares 349,651 (+14.9%) Est. Cost $197.47 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $16,475 (+199.7%) Shares 186,248 (+209.8%) Est. Cost $83.81 Unrealized
EFV ISHARES TR 0.3%
Value ($000) $201,943 (+5.7%) Shares 2,716,112 (+1.5%) Est. Cost $52.25 Unrealized
FDL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $30,164 (+56.6%) Shares 593,781 (+36.6%) Est. Cost $42.49 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $17,874 (+155.3%) Shares 485,967 (+249.1%) Est. Cost $52.59 Unrealized -0.2%
ECL ECOLAB INC 0.1%
Value ($000) $91,802 (+13.3%) Shares 345,093 (+11.8%) Est. Cost $197.28 Unrealized +45.1%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $28,422 (+60.7%) Shares 79,195 (+74.2%) Est. Cost $278.35 Unrealized +47.4%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $15,371 (+226.5%) Shares 155,187 (+180.1%) Est. Cost $77.81 Unrealized +4.2%
SE SEA LTD 0.1%
Value ($000) $68,578 (-13.1%) Shares 828,142 (+33.9%) Est. Cost $70.29 Unrealized
IJH ISHARES TR 0.4%
Value ($000) $239,017 (+4.5%) Shares 3,539,416 (+2.1%) Est. Cost $89.48 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $10,593 (+1659.8%) Shares 64,760 (+1546.2%) Est. Cost $160.93 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $16,134 (+159.6%) Shares 196,808 (+146.0%) Est. Cost $78.84 Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $31,665 (+45.1%) Shares 450,494 (+26.1%) Est. Cost $68.36 Unrealized -8.0%
JAAA JANUS DETROIT STR TR 0.1%
Value ($000) $38,021 (+34.8%) Shares 754,826 (+35.3%) Est. Cost $50.40 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $185,885 (+5.4%) Shares 598,104 (+3.7%) Est. Cost $187.81 Unrealized +68.9%
EIX EDISON INTL 0.0%
Value ($000) $16,975 (+128.4%) Shares 231,960 (+87.3%) Est. Cost $60.64 Unrealized +6.6%
PFE PFIZER INC 0.1%
Value ($000) $64,893 (+16.8%) Shares 2,310,997 (+3.6%) Est. Cost $28.78 Unrealized -9.0%
FIX COMFORT SYS USA INC 0.0%
Value ($000) $13,929 (+171.9%) Shares 10,101 (+84.0%) Est. Cost $755.56 Unrealized +58.3%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $9,991 (+720.9%) Shares 36,938 (+422.8%) Est. Cost $212.18 Unrealized +18.4%
SGOL ETFS GOLD TR 0.0%
Value ($000) $25,979 (+46.6%) Shares 582,230 (+35.0%) Est. Cost $27.79 Unrealized
CF CF INDUSTRIES HOLD 0.0%
Value ($000) $16,151 (+103.5%) Shares 124,391 (+21.2%) Est. Cost $74.18 Unrealized +21.4%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $141,513 (+6.2%) Shares 955,524 (+2.9%) Est. Cost $114.63 Unrealized
USFR WISDOMTREE TR 0.0%
Value ($000) $13,721 (+140.7%) Shares 272,570 (+140.6%) Est. Cost $50.32 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $29,270 (+37.3%) Shares 466,080 (+45.1%) Est. Cost $83.37 Unrealized -14.9%
HON HONEYWELL INTL INC 0.1%
Value ($000) $54,171 (+17.0%) Shares 239,665 (+1.0%) Est. Cost $139.85 Unrealized +61.6%
DFAU DIMENSIONAL ETF TRUST 0.0%
Value ($000) $29,049 (+35.9%) Shares 643,823 (+40.9%) Est. Cost $43.98 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.1%
Value ($000) $37,800 (+25.3%) Shares 970,233 (+22.6%) Est. Cost $32.26 Unrealized
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $24,012 (+46.0%) Shares 217,361 (+34.8%) Est. Cost $96.84 Unrealized
HD HOME DEPOT INC 1.5%
Value ($000) $958,925 (-0.8%) Shares 2,915,642 (+3.8%) Est. Cost $231.82 Unrealized +62.6%
WSO WATSCO INC 0.1%
Value ($000) $44,457 (+20.4%) Shares 122,206 (+11.5%) Est. Cost $273.99 Unrealized +43.1%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $20,502 (+56.2%) Shares 182,464 (+28.5%) Est. Cost $80.24 Unrealized +21.4%
FESM FIDELITY COVINGTON TRUST 0.0%
Value ($000) $14,334 (+106.0%) Shares 377,214 (+104.8%) Est. Cost $37.54 Unrealized
APH AMPHENOL CORP 0.2%
Value ($000) $149,981 (-4.7%) Shares 1,187,029 (+2.0%) Est. Cost $63.85 Unrealized +129.3%
LQD ISHARES TR 0.1%
Value ($000) $32,326 (+28.4%) Shares 296,592 (+29.9%) Est. Cost $112.21 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $36,032 (+24.6%) Shares 495,080 (+2.9%) Est. Cost $35.70 Unrealized +85.8%
T ATT INC 0.0%
Value ($000) $30,474 (+30.3%) Shares 1,051,189 (+11.6%) Est. Cost $17.13 Unrealized +50.3%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $74,802 (+10.4%) Shares 943,634 (+11.1%) Est. Cost $78.70 Unrealized
PODD INSULET CORP 0.0%
Value ($000) $27,996 (-19.9%) Shares 133,415 (+8.5%) Est. Cost $166.78 Unrealized +58.5%
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $32,877 (-17.2%) Shares 142,391 (+1.6%) Est. Cost $146.04 Unrealized +73.5%
CGIE CAPITAL GROUP INTERNATIONAL 0.0%
Value ($000) $8,882 (+327.5%) Shares 262,628 (+340.1%) Est. Cost $33.23 Unrealized
KNX KNIGHT SWIFT TRANSN HLDGS IN 0.0%
Value ($000) $9,718 (+217.9%) Shares 168,770 (+188.7%) Est. Cost $53.79 Unrealized +7.6%
D DOMINION ENERGY INC 0.0%
Value ($000) $8,968 (+273.9%) Shares 145,064 (+254.4%) Est. Cost $59.91 Unrealized +2.9%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $19,742 (+49.7%) Shares 69,572 (+2.5%) Est. Cost $144.27 Unrealized +45.4%
NTR NUTRIEN LTD 0.0%
Value ($000) $15,435 (+68.2%) Shares 204,548 (+37.6%) Est. Cost $58.93 Unrealized +15.6%
INSW INTERNATIONAL SEAWAYS INC 0.0%
Value ($000) $17,249 (+56.9%) Shares 236,671 (+4.5%) Est. Cost $36.61 Unrealized +62.4%
SM SM ENERGY COMPANY 0.0%
Value ($000) $11,947 (+109.4%) Shares 383,177 (+25.6%) Est. Cost $29.81 Unrealized -33.3%
SPHR SPHERE ENTERTAINMENT CO 0.0%
Value ($000) $15,255 (+68.4%) Shares 129,940 (+36.4%) Est. Cost $82.53 Unrealized +21.1%
USHY ISHARES TR 0.1%
Value ($000) $46,162 (+15.3%) Shares 1,253,028 (+17.0%) Est. Cost $37.61 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $18,529 (-24.5%) Shares 156,201 (+2.5%) Est. Cost $80.17 Unrealized +70.2%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $44,496 (+15.6%) Shares 57,589 (+15.5%) Est. Cost $635.24 Unrealized +21.1%
TMUS T MOBILE US INC 0.1%
Value ($000) $42,357 (+16.4%) Shares 201,672 (+12.5%) Est. Cost $168.35 Unrealized +19.0%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $88,749 (+7.1%) Shares 707,391 (+25.1%) Est. Cost $127.65 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $76,945 (+8.1%) Shares 1,126,899 (+10.0%) Est. Cost $52.70 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $39,315 (+16.3%) Shares 282,089 (+2.5%) Est. Cost $85.78 Unrealized +61.3%
APD AIR PRODUCTS AND CHEMICALS I 0.0%
Value ($000) $28,953 (+23.3%) Shares 99,670 (+4.8%) Est. Cost $214.57 Unrealized +26.5%
CNR CORE NATURAL RESOURCES INC 0.0%
Value ($000) $26,197 (+26.0%) Shares 250,141 (+6.5%) Est. Cost $84.59 Unrealized +9.7%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $25,287 (+26.7%) Shares 336,313 (+26.5%) Est. Cost $70.94 Unrealized
FYC FIRST TR EXCHANGE TRADED ALP 0.0%
Value ($000) $7,071 (+305.1%) Shares 72,917 (+301.5%) Est. Cost $95.62 Unrealized
EME EMCOR GROUP INC 0.0%
Value ($000) $26,555 (+24.9%) Shares 35,967 (+3.5%) Est. Cost $613.05 Unrealized +18.5%
BX BLACKSTONE INC 0.0%
Value ($000) $17,618 (-22.9%) Shares 153,210 (+3.4%) Est. Cost $88.36 Unrealized +59.4%
IYE ISHARES TR 0.0%
Value ($000) $6,489 (+386.9%) Shares 100,189 (+257.3%) Est. Cost $56.56 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $20,980 (+32.4%) Shares 107,369 (+6.3%) Est. Cost $184.80 Unrealized -0.9%
NOBL PROSHARES TR 0.1%
Value ($000) $38,295 (+15.4%) Shares 361,235 (+13.3%) Est. Cost $75.09 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $37,158 (+15.9%) Shares 391,343 (+16.2%) Est. Cost $95.40 Unrealized
DASH DOORDASH INC 0.0%
Value ($000) $11,248 (-30.8%) Shares 74,915 (+4.3%) Est. Cost $235.22 Unrealized -16.4%
DOW DOW HLDGS INC 0.0%
Value ($000) $10,472 (+91.6%) Shares 251,438 (+7.6%) Est. Cost $44.48 Unrealized -34.7%
IGSB ISHARES TR 0.0%
Value ($000) $25,470 (+24.3%) Shares 484,583 (+25.0%) Est. Cost $56.15 Unrealized
MGV VANGUARD WORLD FD 0.1%
Value ($000) $55,586 (+9.6%) Shares 383,484 (+6.7%) Est. Cost $117.70 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $40,582 (+13.4%) Shares 517,565 (+14.0%) Est. Cost $80.29 Unrealized
YOU CLEAR SECURE INC 0.0%
Value ($000) $15,400 (+44.9%) Shares 318,108 (+5.0%) Est. Cost $25.65 Unrealized +35.0%
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $10,754 (+78.0%) Shares 219,779 (+64.4%) Est. Cost $40.93 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $27,822 (-14.3%) Shares 6,608 (+9.0%) Est. Cost $2675.83 Unrealized +78.7%
CTVA CORTEVA INC 0.0%
Value ($000) $18,642 (+31.9%) Shares 222,694 (+5.6%) Est. Cost $52.08 Unrealized +39.7%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $31,153 (+16.6%) Shares 180,408 (+22.8%) Est. Cost $161.14 Unrealized +17.4%
XYL XYLEM INC 0.1%
Value ($000) $38,585 (+12.8%) Shares 322,885 (+28.5%) Est. Cost $76.82 Unrealized +77.6%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $28,391 (+18.0%) Shares 468,115 (+5.0%) Est. Cost $46.31 Unrealized +24.0%
FTA FIRST TR EXCHANGE TRADED ALP 0.0%
Value ($000) $7,005 (+162.6%) Shares 75,857 (+144.9%) Est. Cost $83.49 Unrealized
SPYI NEOS ETF TRUST 0.0%
Value ($000) $5,472 (+348.8%) Shares 110,836 (+377.5%) Est. Cost $49.80 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $20,501 (+26.0%) Shares 57,559 (+2.2%) Est. Cost $199.25 Unrealized +70.1%
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $28,822 (+17.2%) Shares 307,467 (+15.4%) Est. Cost $92.34 Unrealized
JBL JABIL INC 0.0%
Value ($000) $13,831 (+43.9%) Shares 52,067 (+23.5%) Est. Cost $148.32 Unrealized +67.2%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $38,840 (-9.8%) Shares 212,901 (+19.9%) Est. Cost $168.55 Unrealized +32.4%
MATX MATSON INC 0.0%
Value ($000) $15,913 (+35.8%) Shares 97,065 (+2.3%) Est. Cost $93.20 Unrealized +64.6%
EMR EMERSON ELEC CO 0.1%
Value ($000) $94,630 (+4.6%) Shares 722,256 (+6.0%) Est. Cost $76.43 Unrealized +94.2%
CGNG CAPITAL GROUP NEW GEOGRAPHY 0.0%
Value ($000) $12,283 (+51.6%) Shares 389,062 (+53.3%) Est. Cost $30.35 Unrealized
ATOM ATOMERA INC 0.0%
Value ($000) $4,868 (+605.7%) Shares 1,277,680 (+309.4%) Est. Cost $4.57 Unrealized -29.2%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $30,470 (+15.5%) Shares 93,160 (+9.6%) Est. Cost $204.36 Unrealized +61.9%
CGMS CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $28,654 (+16.6%) Shares 1,052,298 (+18.2%) Est. Cost $27.46 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $12,886 (+45.9%) Shares 45,636 (+5.0%) Est. Cost $115.11 Unrealized +98.3%
EMXC ISHARES INC 0.1%
Value ($000) $40,189 (+10.9%) Shares 510,922 (+2.5%) Est. Cost $29.59 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $10,133 (+62.5%) Shares 165,979 (+21.2%) Est. Cost $48.07 Unrealized +16.7%
RDVI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $30,092 (+14.6%) Shares 1,177,764 (+17.7%) Est. Cost $23.80 Unrealized
COKE COCA COLA CONS INC 0.0%
Value ($000) $16,178 (+31.1%) Shares 84,375 (+4.8%) Est. Cost $119.29 Unrealized +33.5%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $5,425 (+240.4%) Shares 188,974 (+175.4%) Est. Cost $27.56 Unrealized
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $289,969 (-1.3%) Shares 903,864 (+3.2%) Est. Cost $203.96 Unrealized
BA BOEING CO 0.1%
Value ($000) $72,733 (-5.0%) Shares 365,437 (+3.7%) Est. Cost $207.56 Unrealized +14.9%
MLPX GLOBAL X FDS 0.0%
Value ($000) $14,131 (+36.4%) Shares 191,118 (+11.7%) Est. Cost $49.67 Unrealized
DXJ WISDOMTREE TR 0.0%
Value ($000) $4,545 (+484.7%) Shares 28,658 (+431.5%) Est. Cost $147.43 Unrealized
BPRE BLUEROCK PVT REAL ESTATE FD 0.0%
Value ($000) $4,318 (+535.2%) Shares 259,962 (+473.6%) Est. Cost $16.33 Unrealized
FLR FLUOR CORP 0.0%
Value ($000) $12,855 (+38.3%) Shares 275,573 (+17.5%) Est. Cost $45.82 Unrealized +2.1%
SGOV ISHARES TR 0.0%
Value ($000) $15,287 (+30.1%) Shares 151,869 (+29.8%) Est. Cost $100.52 Unrealized
FLXR TCW ETF TRUST 0.0%
Value ($000) $9,169 (+62.8%) Shares 233,483 (+64.1%) Est. Cost $39.42 Unrealized
TBIL RBB FD INC 0.0%
Value ($000) $12,932 (+36.4%) Shares 259,371 (+36.5%) Est. Cost $49.87 Unrealized
NWN NORTHWEST NAT HLDG CO 0.0%
Value ($000) $9,193 (+60.2%) Shares 172,740 (+40.7%) Est. Cost $46.97 Unrealized +1.7%
EQIX EQUINIX INC 0.0%
Value ($000) $12,817 (+36.7%) Shares 13,075 (+6.8%) Est. Cost $711.82 Unrealized +7.3%
EEM ISHARES TR 0.0%
Value ($000) $28,462 (+13.6%) Shares 501,182 (+9.4%) Est. Cost $44.32 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $24,630 (+15.6%) Shares 142,714 (+17.6%) Est. Cost $176.36 Unrealized -0.9%
CALF PACER FDS TR 0.0%
Value ($000) $21,301 (+18.3%) Shares 474,736 (+17.0%) Est. Cost $43.41 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $31,306 (+11.6%) Shares 142,938 (+8.0%) Est. Cost $136.81 Unrealized +58.3%
MKC MCCORMICK CO INC 0.0%
Value ($000) $17,241 (-15.9%) Shares 341,819 (+13.6%) Est. Cost $69.21 Unrealized -3.6%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $6,432 (+101.8%) Shares 103,093 (+49.0%) Est. Cost $51.48 Unrealized +0.8%
QTUM ETF SER SOLUTIONS 0.0%
Value ($000) $3,591 (+915.5%) Shares 33,466 (+938.0%) Est. Cost $107.08 Unrealized
NEAR ISHARES U S ETF TR 0.0%
Value ($000) $6,250 (+106.9%) Shares 122,951 (+108.0%) Est. Cost $50.73 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $23,500 (+15.9%) Shares 127,222 (+5.2%) Est. Cost $110.95 Unrealized +54.6%
SDY SPDR SERIES TRUST 0.1%
Value ($000) $37,245 (+9.4%) Shares 255,207 (+4.3%) Est. Cost $104.33 Unrealized
VICI VICI PPTYS INC 0.1%
Value ($000) $36,898 (+9.4%) Shares 1,350,598 (+12.6%) Est. Cost $27.76 Unrealized +1.4%
ONTO ONTO INNOVATION INC 0.0%
Value ($000) $12,563 (+33.8%) Shares 61,262 (+3.0%) Est. Cost $146.33 Unrealized +41.3%
SCHW SCHWAB CHARLES CORP 1.2%
Value ($000) $793,695 (-0.4%) Shares 8,445,361 (+5.9%) Est. Cost $61.41 Unrealized +63.0%
MSCI MSCI INC 0.1%
Value ($000) $63,390 (-4.7%) Shares 117,605 (+1.4%) Est. Cost $439.73 Unrealized +29.5%
OMC OMNICOM GROUP INC 0.6%
Value ($000) $354,713 (+0.9%) Shares 4,710,039 (+8.2%) Est. Cost $70.90 Unrealized +8.0%
IYT ISHARES TR 0.0%
Value ($000) $3,482 (+775.3%) Shares 46,676 (+774.2%) Est. Cost $73.63 Unrealized
GCOW PACER FDS TR 0.0%
Value ($000) $13,657 (+29.0%) Shares 295,354 (+15.0%) Est. Cost $35.07 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $4,586 (+188.4%) Shares 91,772 (+161.7%) Est. Cost $55.96 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $30,776 (+10.8%) Shares 170,976 (+4.3%) Est. Cost $107.17 Unrealized +71.8%
AMKR AMKOR TECHNOLOGY INC 0.0%
Value ($000) $18,182 (+19.4%) Shares 403,777 (+4.7%) Est. Cost $26.52 Unrealized +86.8%
WFRD WEATHERFORD INTL PLC 0.0%
Value ($000) $13,235 (+28.3%) Shares 139,937 (+6.1%) Est. Cost $99.87 Unrealized -4.9%
PVAL PUTNAM ETF TRUST 0.0%
Value ($000) $22,838 (+14.6%) Shares 492,201 (+12.6%) Est. Cost $41.36 Unrealized
IGIB ISHARES TR 0.1%
Value ($000) $37,642 (+8.3%) Shares 707,296 (+9.6%) Est. Cost $53.14 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $12,944 (+27.8%) Shares 282,626 (+12.2%) Est. Cost $28.44 Unrealized +62.1%
APA APA CORPORATION 0.0%
Value ($000) $3,785 (+288.1%) Shares 89,192 (+123.7%) Est. Cost $24.57 Unrealized +7.6%
IBTH ISHARES TR 0.0%
Value ($000) $8,782 (+46.8%) Shares 391,510 (+47.0%) Est. Cost $22.39 Unrealized
SAGP ADVISORS INNER CIRCLE FD III 0.0%
Value ($000) $23,929 (+13.2%) Shares 697,360 (+11.8%) Est. Cost $29.12 Unrealized
MDY STATE STR SPDR SP MIDCAP 40 0.1%
Value ($000) $33,236 (+9.1%) Shares 53,888 (+6.7%) Est. Cost $319.17 Unrealized
EOSE EOS ENERGY ENTERPRISES INC 0.0%
Value ($000) $3,914 (-41.2%) Shares 789,141 (+35.9%) Est. Cost $4.79 Unrealized +189.0%
KR KROGER CO 0.0%
Value ($000) $15,945 (+20.7%) Shares 220,353 (+4.2%) Est. Cost $41.69 Unrealized +55.0%
BCE BCE INC 0.0%
Value ($000) $3,002 (+828.9%) Shares 118,951 (+776.6%) Est. Cost $25.64 Unrealized -2.4%
HYG ISHARES TR 0.0%
Value ($000) $8,692 (+43.8%) Shares 109,254 (+45.7%) Est. Cost $82.12 Unrealized
INCY INCYTE CORP 0.0%
Value ($000) $17,587 (+17.5%) Shares 186,860 (+23.3%) Est. Cost $82.32 Unrealized +25.3%
WEN WENDYS CO 0.0%
Value ($000) $2,675 (+3039.5%) Shares 384,946 (+3662.9%) Est. Cost $8.14 Unrealized -1.3%
LSCC LATTICE SEMICONDUCTOR CORP 0.0%
Value ($000) $3,096 (+504.3%) Shares 33,375 (+379.4%) Est. Cost $85.09 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $34,828 (+7.9%) Shares 1,962,134 (+10.8%) Est. Cost $17.90 Unrealized
FBT FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $6,883 (+58.1%) Shares 34,276 (+62.6%) Est. Cost $192.23 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $33,017 (+8.3%) Shares 151,976 (+5.6%) Est. Cost $148.77 Unrealized
RHI ROBERT HALF INC. 0.0%
Value ($000) $3,307 (+321.7%) Shares 130,192 (+350.9%) Est. Cost $33.38 Unrealized -16.2%
VOLT TEMA ETF TRUST 0.0%
Value ($000) $6,283 (+65.2%) Shares 183,503 (+39.5%) Est. Cost $30.43 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $19,462 (+14.2%) Shares 337,646 (+6.6%) Est. Cost $51.89 Unrealized +12.1%
FRDM EA SERIES TRUST 0.0%
Value ($000) $8,154 (+40.2%) Shares 149,204 (+31.5%) Est. Cost $46.98 Unrealized
APP APPLOVIN CORP 0.0%
Value ($000) $4,969 (-31.9%) Shares 12,486 (+15.2%) Est. Cost $348.39 Unrealized +45.6%
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $26,733 (+9.5%) Shares 283,665 (+4.5%) Est. Cost $69.37 Unrealized
RYN RAYONIER INC 0.0%
Value ($000) $2,878 (+396.7%) Shares 139,579 (+421.5%) Est. Cost $20.82 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $14,064 (+19.2%) Shares 67,470 (+11.7%) Est. Cost $113.66 Unrealized +88.9%
ASO ACADEMY SPORTS OUTDOORS IN 0.0%
Value ($000) $14,755 (+18.0%) Shares 261,389 (+4.4%) Est. Cost $53.67 Unrealized +6.9%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $17,998 (+13.8%) Shares 78,094 (+1.2%) Est. Cost $118.81 Unrealized +90.7%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $10,729 (+25.5%) Shares 15,726 (+4.9%) Est. Cost $355.55 Unrealized +89.5%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $21,381 (+11.2%) Shares 2,075,806 (+7.8%) Est. Cost $9.79 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $9,967 (+27.0%) Shares 606,610 (+24.3%) Est. Cost $18.15 Unrealized -10.7%
FDD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2,604 (+431.3%) Shares 146,194 (+422.0%) Est. Cost $17.30 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $19,645 (-9.7%) Shares 1,090,155 (+1.4%) Est. Cost $14.73 Unrealized +35.8%
DFAE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $8,006 (+35.6%) Shares 236,438 (+30.4%) Est. Cost $29.55 Unrealized
OSK OSHKOSH CORP 0.0%
Value ($000) $7,641 (+37.6%) Shares 51,905 (+17.4%) Est. Cost $112.37 Unrealized +40.6%
DFEV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $4,008 (+108.5%) Shares 112,014 (+96.6%) Est. Cost $32.86 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $20,109 (+11.4%) Shares 180,560 (+14.0%) Est. Cost $93.24 Unrealized
LFUS LITTELFUSE INC 0.0%
Value ($000) $2,907 (+237.9%) Shares 8,565 (+151.8%) Est. Cost $283.16 Unrealized +13.0%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $83,038 (+2.5%) Shares 1,952,007 (+5.2%) Est. Cost $31.37 Unrealized
SCHR SCHWAB STRATEGIC TR 0.1%
Value ($000) $36,006 (+5.9%) Shares 1,445,430 (+6.6%) Est. Cost $26.22 Unrealized
STE STERIS PLC 0.0%
Value ($000) $19,342 (-9.4%) Shares 87,470 (+3.9%) Est. Cost $204.15 Unrealized +25.1%
ZS ZSCALER INC 0.0%
Value ($000) $5,494 (-26.4%) Shares 39,165 (+18.0%) Est. Cost $136.20 Unrealized +41.9%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $12,300 (+18.7%) Shares 76,053 (+13.9%) Est. Cost $123.93 Unrealized
ESGV VANGUARD WORLD FD 0.1%
Value ($000) $48,132 (-3.8%) Shares 428,716 (+3.6%) Est. Cost $68.14 Unrealized
BINC BLACKROCK ETF TRUST II 0.0%
Value ($000) $18,396 (+11.5%) Shares 354,243 (+13.3%) Est. Cost $52.87 Unrealized
FCX FREEPORT MCMORAN INC 0.0%
Value ($000) $4,902 (+63.2%) Shares 83,395 (+41.0%) Est. Cost $43.33 Unrealized +41.0%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $6,964 (+37.1%) Shares 60,638 (+4.1%) Est. Cost $75.74 Unrealized +26.4%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $15,011 (+14.1%) Shares 55,119 (+20.6%) Est. Cost $226.33 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $5,361 (+52.3%) Shares 23,107 (+33.2%) Est. Cost $150.64 Unrealized +42.4%
AVEM AMERICAN CENTY ETF TR 0.0%
Value ($000) $5,005 (+57.9%) Shares 62,111 (+50.9%) Est. Cost $68.04 Unrealized
MSTR STRATEGY INC 0.0%
Value ($000) $2,052 (+815.1%) Shares 16,446 (+1014.2%) Est. Cost $160.65 Unrealized -8.6%
DIVO AMPLIFY ETF TR 0.0%
Value ($000) $2,314 (+369.7%) Shares 51,590 (+366.0%) Est. Cost $44.77 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $21,192 (+9.3%) Shares 178,684 (+10.0%) Est. Cost $118.52 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $3,219 (+126.1%) Shares 11,696 (+129.2%) Est. Cost $240.60 Unrealized +28.4%
VRSN VERISIGN INC 0.1%
Value ($000) $32,958 (+5.7%) Shares 132,702 (+3.4%) Est. Cost $211.12 Unrealized +11.5%
IBTI ISHARES TR 0.0%
Value ($000) $6,351 (+37.7%) Shares 285,030 (+38.3%) Est. Cost $22.24 Unrealized
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $2,679 (+184.7%) Shares 53,775 (+225.1%) Est. Cost $53.09 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.5%
Value ($000) $312,505 (+0.5%) Shares 2,181,842 (+4.6%) Est. Cost $91.08 Unrealized +72.2%
PULS PGIM ETF TR 0.0%
Value ($000) $9,458 (+21.9%) Shares 191,076 (+22.2%) Est. Cost $49.55 Unrealized
NLR VANECK ETF TRUST 0.0%
Value ($000) $1,916 (+779.9%) Shares 14,383 (+720.5%) Est. Cost $132.09 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $10,406 (+19.4%) Shares 97,365 (+14.5%) Est. Cost $103.66 Unrealized +12.7%
VTRS VIATRIS INC 0.0%
Value ($000) $1,824 (+1241.4%) Shares 135,046 (+1136.1%) Est. Cost $13.81 Unrealized +2.0%
PICK ISHARES INC 0.0%
Value ($000) $3,201 (+109.1%) Shares 56,573 (+89.7%) Est. Cost $48.36 Unrealized
IBTG ISHARES TR 0.0%
Value ($000) $12,127 (+15.9%) Shares 529,198 (+15.7%) Est. Cost $22.84 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.1%
Value ($000) $80,354 (-2.0%) Shares 1,999,359 (+8.4%) Est. Cost $18.97 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $12,184 (+15.7%) Shares 142,953 (+7.3%) Est. Cost $62.76 Unrealized +41.4%
IOO ISHARES TR 0.0%
Value ($000) $4,048 (+68.9%) Shares 33,463 (+76.9%) Est. Cost $89.37 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP 0.0%
Value ($000) $17,047 (+10.7%) Shares 481,001 (+3.1%) Est. Cost $17.37 Unrealized
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $2,532 (+185.2%) Shares 3,603 (+49.6%) Est. Cost $209.21 Unrealized +123.3%
AMSC AMERICAN SUPERCONDUCTOR CORP 0.0%
Value ($000) $5,526 (+42.3%) Shares 163,258 (+21.0%) Est. Cost $33.22 Unrealized -4.5%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $36,238 (+4.7%) Shares 408,541 (+4.5%) Est. Cost $88.00 Unrealized
LVHI LEGG MASON ETF INVT 0.0%
Value ($000) $4,964 (+47.7%) Shares 122,451 (+34.2%) Est. Cost $34.28 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $9,023 (+21.5%) Shares 104,141 (+18.7%) Est. Cost $62.27 Unrealized
EFAV ISHARES TR 0.0%
Value ($000) $9,322 (+20.6%) Shares 102,020 (+13.9%) Est. Cost $74.79 Unrealized
IDV ISHARES TR 0.0%
Value ($000) $16,376 (+10.8%) Shares 384,771 (+2.7%) Est. Cost $32.31 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $17,494 (-8.2%) Shares 159,489 (+1.9%) Est. Cost $88.50 Unrealized
BCC BOISE CASCADE CO DEL 0.0%
Value ($000) $11,538 (+15.6%) Shares 152,111 (+12.2%) Est. Cost $85.53 Unrealized -2.1%
IMCV ISHARES TR 0.0%
Value ($000) $3,025 (+106.0%) Shares 35,683 (+100.0%) Est. Cost $76.56 Unrealized
SPTI SPDR SERIES TRUST 0.0%
Value ($000) $3,097 (+99.4%) Shares 108,044 (+100.7%) Est. Cost $28.78 Unrealized
FMDE FIDELITY COVINGTON TRUST 0.0%
Value ($000) $13,047 (+13.4%) Shares 362,813 (+14.7%) Est. Cost $36.04 Unrealized
ZION ZIONS BANCORPORATION NATL AS 0.0%
Value ($000) $2,062 (+290.3%) Shares 35,785 (+296.5%) Est. Cost $59.28 Unrealized +2.6%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $12,404 (-11.0%) Shares 79,760 (+3.2%) Est. Cost $86.42 Unrealized +115.3%
ITA ISHARES TR 0.0%
Value ($000) $22,986 (+7.1%) Shares 105,077 (+5.1%) Est. Cost $139.88 Unrealized
HGER HARBOR ETF TRUST 0.0%
Value ($000) $2,035 (+296.0%) Shares 65,630 (+217.0%) Est. Cost $29.35 Unrealized
MOAT VANECK ETF TRUST 0.0%
Value ($000) $13,312 (+12.4%) Shares 137,663 (+20.4%) Est. Cost $83.29 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $65,032 (+2.3%) Shares 926,648 (+1.2%) Est. Cost $39.48 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $16,458 (-8.2%) Shares 193,878 (+5.1%) Est. Cost $58.30 Unrealized +57.4%
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $1,906 (+322.6%) Shares 12,597 (+205.4%) Est. Cost $147.05 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $13,053 (+12.4%) Shares 43,186 (+12.4%) Est. Cost $209.13 Unrealized
BDX BECTON DICKINSON CO 0.0%
Value ($000) $6,350 (-18.1%) Shares 40,389 (+1.1%) Est. Cost $209.80 Unrealized -20.0%
HAP VANECK ETF TRUST 0.0%
Value ($000) $4,262 (+49.0%) Shares 58,812 (+23.7%) Est. Cost $52.61 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $20,229 (-6.4%) Shares 119,601 (+4.1%) Est. Cost $181.33 Unrealized +6.6%
PAVE GLOBAL X FDS 0.0%
Value ($000) $3,144 (+78.9%) Shares 61,885 (+68.2%) Est. Cost $36.77 Unrealized
NUVEEN MUN CR INCOME FD 0.0%
Value ($000) $2,564 (+117.0%) Shares 210,547 (+124.1%) Est. Cost $12.72 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $3,536 (+63.5%) Shares 41,876 (+56.3%) Est. Cost $80.85 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $29,691 (-4.4%) Shares 40,753 (+6.2%) Est. Cost $529.23 Unrealized +66.8%
DOCU DOCUSIGN INC 0.0%
Value ($000) $5,504 (-19.8%) Shares 116,096 (+15.6%) Est. Cost $78.97 Unrealized -32.3%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $84,160 (+1.6%) Shares 404,438 (+2.0%) Est. Cost $103.69 Unrealized +116.9%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $2,613 (+106.7%) Shares 13,213 (+57.1%) Est. Cost $134.19 Unrealized +19.1%
CLX CLOROX CO DEL 0.0%
Value ($000) $3,906 (+52.0%) Shares 37,688 (+47.9%) Est. Cost $113.61 Unrealized +0.7%
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $5,094 (+35.5%) Shares 30,745 (+28.1%) Est. Cost $88.08 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $9,786 (+15.7%) Shares 47,072 (+1.3%) Est. Cost $128.11 Unrealized +59.8%
IEUR ISHARES TR 0.0%
Value ($000) $10,141 (+15.1%) Shares 144,320 (+16.2%) Est. Cost $66.00 Unrealized
BN BROOKFIELD CORP 0.0%
Value ($000) $10,808 (-10.7%) Shares 267,052 (+1.3%) Est. Cost $33.99 Unrealized +37.3%
LEU CENTRUS ENERGY CORP 0.0%
Value ($000) $4,184 (-23.4%) Shares 24,100 (+7.2%) Est. Cost $91.33 Unrealized +192.9%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $6,685 (-16.0%) Shares 55,006 (+10.2%) Est. Cost $258.94 Unrealized -46.7%
EAGG ISHARES TR 0.0%
Value ($000) $17,990 (+7.5%) Shares 378,331 (+8.2%) Est. Cost $43.41 Unrealized
BSCX INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $11,224 (+12.2%) Shares 530,705 (+13.8%) Est. Cost $21.42 Unrealized
XIFR XPLR INFRASTRUCTURE LP 0.0%
Value ($000) $6,007 (+24.8%) Shares 565,586 (+17.5%) Est. Cost $9.77 Unrealized +5.2%
SPTL SPDR SERIES TRUST 0.0%
Value ($000) $6,896 (+20.7%) Shares 262,206 (+21.5%) Est. Cost $27.51 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $23,760 (+5.2%) Shares 287,752 (+5.6%) Est. Cost $79.47 Unrealized
QDF FLEXSHARES TR 0.0%
Value ($000) $15,448 (+8.3%) Shares 195,321 (+10.6%) Est. Cost $51.35 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $9,802 (-10.7%) Shares 32,914 (+13.9%) Est. Cost $274.17 Unrealized +33.9%
RRX REGAL REXNORD CORPORATION 0.0%
Value ($000) $2,609 (+80.7%) Shares 13,931 (+35.4%) Est. Cost $154.45 Unrealized +17.2%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $4,402 (+35.4%) Shares 10,564 (+26.4%) Est. Cost $223.20 Unrealized +89.1%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $9,192 (-11.1%) Shares 53,899 (+17.6%) Est. Cost $135.67 Unrealized +54.9%
XBI SPDR SERIES TRUST 0.0%
Value ($000) $7,736 (+17.3%) Shares 60,566 (+12.0%) Est. Cost $99.10 Unrealized
BRO BROWN BROWN INC 0.0%
Value ($000) $13,303 (-7.9%) Shares 204,007 (+12.6%) Est. Cost $51.20 Unrealized +44.9%
IBTK ISHARES TR 0.0%
Value ($000) $5,038 (+29.0%) Shares 255,467 (+29.9%) Est. Cost $19.82 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $17,364 (+7.0%) Shares 91,585 (+2.2%) Est. Cost $127.61 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $4,530 (+32.6%) Shares 52,257 (+33.3%) Est. Cost $87.55 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $12,867 (+9.4%) Shares 35,425 (+3.8%) Est. Cost $238.97 Unrealized +55.4%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $26,467 (+4.4%) Shares 77,113 (+2.4%) Est. Cost $165.46 Unrealized +114.2%
KVUE KENVUE INC 0.0%
Value ($000) $8,091 (+15.8%) Shares 469,309 (+15.9%) Est. Cost $19.64 Unrealized -10.0%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $9,211 (+13.6%) Shares 34,005 (+8.8%) Est. Cost $264.10 Unrealized -2.1%
REGL PROSHARES TR 0.0%
Value ($000) $26,112 (+4.3%) Shares 302,183 (+1.6%) Est. Cost $60.84 Unrealized
TTE TOTALENERGIES SE 0.0%
Value ($000) $3,465 (+44.0%) Shares 38,087 (+3.6%) Est. Cost $63.52 Unrealized +12.6%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $9,613 (-9.9%) Shares 106,645 (+2.3%) Est. Cost $98.24 Unrealized +3.0%
IGV ISHARES TR 0.0%
Value ($000) $4,383 (+31.5%) Shares 54,749 (+73.6%) Est. Cost $86.36 Unrealized
VSGX VANGUARD WORLD FD 0.0%
Value ($000) $12,780 (+8.9%) Shares 178,164 (+8.7%) Est. Cost $51.24 Unrealized
VIK VIKING HOLDINGS LTD 0.0%
Value ($000) $1,463 (+237.5%) Shares 19,913 (+227.9%) Est. Cost $70.74 Unrealized +4.3%
IJT ISHARES TR 0.0%
Value ($000) $9,347 (+12.4%) Shares 64,593 (+9.6%) Est. Cost $139.70 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $9,976 (+11.4%) Shares 93,674 (+11.6%) Est. Cost $100.82 Unrealized
IBTJ ISHARES TR 0.0%
Value ($000) $5,085 (+25.1%) Shares 232,796 (+25.7%) Est. Cost $21.83 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $7,588 (+15.5%) Shares 26,998 (+3.1%) Est. Cost $154.87 Unrealized +75.6%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $3,917 (+32.7%) Shares 8,771 (+34.7%) Est. Cost $307.72 Unrealized +51.9%
URA GLOBAL X FDS 0.0%
Value ($000) $5,736 (+20.1%) Shares 118,445 (+6.0%) Est. Cost $31.08 Unrealized
SLYV SPDR SERIES TRUST 0.0%
Value ($000) $11,832 (+8.8%) Shares 125,097 (+4.7%) Est. Cost $66.40 Unrealized
SPMB SPDR SERIES TRUST 0.0%
Value ($000) $24,073 (+4.1%) Shares 1,075,176 (+4.2%) Est. Cost $22.33 Unrealized
DON WISDOMTREE TR 0.0%
Value ($000) $18,621 (+5.3%) Shares 354,423 (+3.4%) Est. Cost $38.24 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.1%
Value ($000) $49,223 (+1.9%) Shares 1,281,194 (+6.7%) Est. Cost $21.05 Unrealized
JKHY HENRY JACK ASSOC INC 0.0%
Value ($000) $13,751 (-6.2%) Shares 87,010 (+8.3%) Est. Cost $168.04 Unrealized +4.4%
IEF ISHARES TR 0.4%
Value ($000) $260,024 (+0.3%) Shares 2,724,472 (+1.1%) Est. Cost $96.45 Unrealized
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $3,198 (+37.8%) Shares 60,618 (+2.7%) Est. Cost $70.42 Unrealized -30.3%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $58,908 (+1.5%) Shares 384,769 (+37.8%) Est. Cost $225.66 Unrealized -16.3%
MUB ISHARES TR 0.1%
Value ($000) $36,014 (+2.4%) Shares 339,274 (+3.4%) Est. Cost $107.42 Unrealized
IEV ISHARES TR 0.0%
Value ($000) $1,806 (+90.3%) Shares 26,587 (+92.2%) Est. Cost $64.27 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $5,031 (+20.4%) Shares 246,519 (+23.9%) Est. Cost $21.40 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $13,457 (+6.7%) Shares 101,809 (+3.1%) Est. Cost $104.02 Unrealized +24.1%
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $10,417 (+8.9%) Shares 146,454 (+6.6%) Est. Cost $39.55 Unrealized
VOX VANGUARD WORLD FD 0.0%
Value ($000) $13,221 (-6.0%) Shares 73,518 (+1.2%) Est. Cost $126.49 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $4,713 (+21.6%) Shares 43,398 (+2.4%) Est. Cost $63.41 Unrealized +83.4%
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,645 (+101.2%) Shares 23,195 (+110.4%) Est. Cost $59.83 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $19,458 (+4.3%) Shares 125,149 (+1.5%) Est. Cost $99.55 Unrealized +58.1%
KNG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $5,989 (+15.6%) Shares 122,947 (+16.7%) Est. Cost $50.15 Unrealized
CTBI COMMUNITY TR BANCORP INC 0.0%
Value ($000) $1,794 (+81.1%) Shares 29,552 (+68.5%) Est. Cost $46.69 Unrealized +31.5%
IBP INSTALLED BLDG PRODS INC 0.0%
Value ($000) $14,007 (+6.1%) Shares 52,825 (+3.7%) Est. Cost $159.12 Unrealized +93.0%
EEMV ISHARES INC 0.0%
Value ($000) $10,216 (+8.5%) Shares 157,824 (+7.3%) Est. Cost $56.95 Unrealized
PXLW PIXELWORKS INC 0.0%
Value ($000) $1,600 (+98.9%) Shares 296,298 (+134.3%) Est. Cost $6.38 Unrealized -0.7%
WY WEYERHAEUSER CO 0.0%
Value ($000) $5,413 (+16.9%) Shares 221,573 (+13.3%) Est. Cost $23.45 Unrealized +1.5%
CALM CAL MAINE FOODS INC 0.0%
Value ($000) $14,311 (+5.7%) Shares 180,809 (+6.3%) Est. Cost $56.58 Unrealized +42.5%
COMT ISHARES U S ETF TR 0.0%
Value ($000) $2,268 (+51.8%) Shares 67,088 (+11.8%) Est. Cost $26.41 Unrealized
NVTS NAVITAS SEMICONDUCTOR CORP 0.0%
Value ($000) $3,466 (+28.6%) Shares 395,267 (+4.7%) Est. Cost $5.03 Unrealized +83.8%
JBHT HUNT J B TRANS SVCS INC 0.0%
Value ($000) $3,580 (+27.4%) Shares 16,897 (+16.9%) Est. Cost $170.39 Unrealized +25.6%
CHRW C H ROBINSON WORLDWIDE IN 0.0%
Value ($000) $9,153 (+9.1%) Shares 55,117 (+5.6%) Est. Cost $121.36 Unrealized +49.4%
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value ($000) $2,006 (+60.4%) Shares 26,341 (+2.3%) Est. Cost $47.49 Unrealized +37.3%
SAMM ADVISORS INNER CIRCLE FD III 0.0%
Value ($000) $11,754 (+6.6%) Shares 389,152 (+6.2%) Est. Cost $27.20 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $3,985 (+22.4%) Shares 35,968 (+8.6%) Est. Cost $97.85 Unrealized
SLYG SPDR SERIES TRUST 0.0%
Value ($000) $7,774 (+10.2%) Shares 80,456 (+7.5%) Est. Cost $75.16 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $11,117 (+6.9%) Shares 449,155 (+3.8%) Est. Cost $24.00 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $7,172 (+11.0%) Shares 38,452 (+10.2%) Est. Cost $120.12 Unrealized +53.2%
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $2,673 (+36.3%) Shares 13,118 (+37.0%) Est. Cost $187.23 Unrealized
FND FLOOR DECOR HLDGS INC 0.0%
Value ($000) $17,916 (-3.8%) Shares 352,669 (+15.3%) Est. Cost $65.77 Unrealized +6.3%
HACK AMPLIFY ETF TR 0.0%
Value ($000) $1,688 (+70.4%) Shares 22,479 (+82.4%) Est. Cost $75.03 Unrealized
BMO BANK MONTREAL MEDIUM 0.0%
Value ($000) $5,573 (+14.1%) Shares 41,181 (+9.4%) Est. Cost $60.47 Unrealized +129.7%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $9,499 (+7.7%) Shares 25,852 (+21.0%) Est. Cost $263.22 Unrealized
UPS UNITED PARCEL SVCS INC 0.1%
Value ($000) $39,149 (+1.8%) Shares 397,941 (+2.6%) Est. Cost $93.39 Unrealized +17.6%
CALAMOS CONV OPPORTUNITIES 0.0%
Value ($000) $6,350 (+11.6%) Shares 591,236 (+8.9%) Est. Cost $11.41 Unrealized
IWY ISHARES TR 0.0%
Value ($000) $9,734 (-6.2%) Shares 39,119 (+4.4%) Est. Cost $150.19 Unrealized
SMDV PROSHARES TR 0.0%
Value ($000) $9,390 (+7.1%) Shares 136,504 (+2.9%) Est. Cost $56.19 Unrealized
HMC HONDA MOTOR CO LTD 0.0%
Value ($000) $3,143 (-16.2%) Shares 129,297 (+1.6%) Est. Cost $29.68 Unrealized
UMC UNITED MICROELECTRONICS CORP 0.0%
Value ($000) $3,825 (+18.8%) Shares 425,903 (+4.0%) Est. Cost $7.58 Unrealized
IVOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $8,776 (+7.4%) Shares 70,192 (+3.2%) Est. Cost $118.60 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $1,930 (-23.5%) Shares 35,800 (+2.3%) Est. Cost $106.60 Unrealized -21.8%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $5,404 (+12.2%) Shares 70,082 (+9.8%) Est. Cost $66.88 Unrealized
DVA DAVITA INC 0.0%
Value ($000) $1,743 (+50.3%) Shares 11,343 (+11.1%) Est. Cost $136.93 Unrealized -8.4%
FNF FIDELITY NATL FINL INC 0.0%
Value ($000) $3,851 (-13.1%) Shares 83,040 (+2.3%) Est. Cost $27.99 Unrealized +94.8%
RGLO RUSSELL INVTS EXCHANGE TRADE 0.0%
Value ($000) $13,132 (+4.6%) Shares 453,327 (+7.2%) Est. Cost $26.67 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $26,543 (-2.1%) Shares 372,119 (+1.2%) Est. Cost $55.61 Unrealized +47.9%
GEN GEN DIGITAL INC 0.0%
Value ($000) $1,618 (-25.5%) Shares 85,906 (+7.6%) Est. Cost $20.16 Unrealized +21.0%
FEMS FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $1,863 (+42.3%) Shares 40,888 (+31.5%) Est. Cost $39.36 Unrealized
DOX AMDOCS LTD 0.0%
Value ($000) $2,887 (-16.0%) Shares 44,235 (+3.7%) Est. Cost $57.28 Unrealized +34.5%
XONE BONDBLOXX ETF TRUST 0.0%
Value ($000) $4,128 (+14.6%) Shares 83,366 (+14.6%) Est. Cost $49.55 Unrealized
ACHR ARCHER AVIATION INC 0.0%
Value ($000) $1,194 (-30.0%) Shares 230,964 (+1.8%) Est. Cost $5.89 Unrealized +32.1%
EVRG EVERGY INC 0.0%
Value ($000) $3,969 (+14.8%) Shares 48,445 (+1.6%) Est. Cost $53.64 Unrealized +44.0%
BLACKROCK MUNIHLDNGS CALI 0.0%
Value ($000) $903 (+126.7%) Shares 86,804 (+131.1%) Est. Cost $10.61 Unrealized
PNR PENTAIR PLC 0.0%
Value ($000) $4,500 (-10.0%) Shares 51,661 (+7.6%) Est. Cost $49.36 Unrealized +107.8%
EATON VANCE TAX MANAGED DIVE 0.0%
Value ($000) $7,416 (-6.3%) Shares 537,761 (+4.2%) Est. Cost $12.41 Unrealized
OGE OGE ENERGY CORP 0.0%
Value ($000) $3,867 (+14.7%) Shares 80,621 (+2.1%) Est. Cost $35.81 Unrealized +24.1%
HDV ISHARES TR 0.0%
Value ($000) $3,900 (+14.5%) Shares 28,737 (+2.6%) Est. Cost $101.16 Unrealized
FDM FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $11,443 (+4.5%) Shares 139,406 (+1.3%) Est. Cost $51.51 Unrealized
BHP BHP BILLITON LIMITED 0.0%
Value ($000) $2,444 (+24.3%) Shares 33,599 (+3.1%) Est. Cost $43.67 Unrealized
BSCU INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $16,709 (+2.9%) Shares 999,401 (+4.2%) Est. Cost $16.63 Unrealized
DFLV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $739 (+178.2%) Shares 20,702 (+166.5%) Est. Cost $34.66 Unrealized
IDCC INTERDIGITAL INC 0.1%
Value ($000) $41,042 (-1.1%) Shares 135,902 (+4.2%) Est. Cost $126.71 Unrealized +166.7%
JQUA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $6,207 (+8.1%) Shares 101,226 (+11.3%) Est. Cost $60.46 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $3,350 (+15.6%) Shares 43,459 (+31.0%) Est. Cost $74.47 Unrealized +20.2%
RPM RPM INTL INC 0.0%
Value ($000) $25,726 (-1.7%) Shares 258,812 (+2.8%) Est. Cost $82.92 Unrealized +35.2%
PAAA PGIM ETF TR 0.0%
Value ($000) $8,141 (+5.8%) Shares 159,067 (+6.0%) Est. Cost $51.41 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $2,484 (+21.5%) Shares 49,033 (+22.6%) Est. Cost $50.02 Unrealized
BSCW INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $16,082 (+2.8%) Shares 781,137 (+4.2%) Est. Cost $20.44 Unrealized
AON AON PLC 0.0%
Value ($000) $9,913 (-4.2%) Shares 30,711 (+4.7%) Est. Cost $263.30 Unrealized +27.6%
SCZ ISHARES TR 0.0%
Value ($000) $9,624 (+4.7%) Shares 122,741 (+3.6%) Est. Cost $60.13 Unrealized
VST VISTRA CORP 0.0%
Value ($000) $7,388 (-5.5%) Shares 49,147 (+1.4%) Est. Cost $156.72 Unrealized +4.1%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $3,922 (-9.9%) Shares 9,235 (+20.5%) Est. Cost $515.96 Unrealized +2.1%
FUL FULLER H B CO 0.0%
Value ($000) $966 (+80.0%) Shares 15,661 (+73.6%) Est. Cost $61.72 Unrealized +2.6%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $21,119 (+2.1%) Shares 735,595 (+6.2%) Est. Cost $35.35 Unrealized -15.6%
AGM FEDERAL AGRIC MTG CORP 0.0%
Value ($000) $2,835 (-12.9%) Shares 19,108 (+3.1%) Est. Cost $115.86 Unrealized +48.1%
TMDX TRANSMEDICS GROUP INC 0.0%
Value ($000) $2,108 (+24.9%) Shares 21,202 (+52.8%) Est. Cost $118.73 Unrealized +14.0%
PXH INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $5,782 (+7.8%) Shares 214,867 (+3.4%) Est. Cost $19.07 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $14,604 (-2.7%) Shares 48,866 (+2.5%) Est. Cost $160.42 Unrealized
RINT RUSSELL INVTS EXCHANGE TRADE 0.0%
Value ($000) $5,615 (+7.8%) Shares 192,840 (+8.1%) Est. Cost $27.00 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $17,120 (+2.4%) Shares 917,448 (+3.4%) Est. Cost $18.45 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $6,146 (+7.0%) Shares 35,200 (+38.5%) Est. Cost $274.62 Unrealized -27.0%
IT GARTNER INC 0.0%
Value ($000) $802 (-33.3%) Shares 5,064 (+6.3%) Est. Cost $436.13 Unrealized -54.6%
GEM GOLDMAN SACHS ETF TR 0.0%
Value ($000) $2,132 (+22.5%) Shares 49,354 (+18.0%) Est. Cost $33.45 Unrealized
DLS WISDOMTREE TR 0.0%
Value ($000) $684 (+129.6%) Shares 8,397 (+128.2%) Est. Cost $79.09 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $16,992 (-2.2%) Shares 107,989 (+1.5%) Est. Cost $97.07 Unrealized +67.8%
XHB SPDR SERIES TRUST 0.0%
Value ($000) $4,957 (+8.2%) Shares 50,215 (+12.8%) Est. Cost $100.29 Unrealized
ESGD ISHARES TR 0.0%
Value ($000) $17,745 (+2.1%) Shares 185,581 (+1.6%) Est. Cost $63.12 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $3,591 (-9.3%) Shares 9,057 (+7.4%) Est. Cost $428.55 Unrealized +10.1%
USIG ISHARES TR 0.0%
Value ($000) $9,516 (+4.0%) Shares 185,742 (+5.1%) Est. Cost $51.51 Unrealized
GUGGENHEIM STRATEGIC OPPORTU 0.0%
Value ($000) $2,787 (-11.6%) Shares 252,913 (+3.4%) Est. Cost $14.89 Unrealized
MLI MUELLER INDS INC 0.0%
Value ($000) $3,808 (+10.6%) Shares 34,364 (+14.5%) Est. Cost $49.46 Unrealized +151.5%
FDUS FIDUS INVT CORP 0.0%
Value ($000) $7,080 (-4.9%) Shares 406,426 (+5.4%) Est. Cost $18.69 Unrealized +2.9%
SUSB ISHARES TR 0.0%
Value ($000) $11,693 (+3.2%) Shares 466,521 (+3.9%) Est. Cost $16.93 Unrealized
BLACKROCK ENHANCED INTL DIV 0.0%
Value ($000) $5,776 (-5.8%) Shares 1,067,618 (+2.4%) Est. Cost $5.57 Unrealized
BUD ANHEUSER BUSCH INBEV SA NV 0.0%
Value ($000) $4,131 (+9.5%) Shares 59,544 (+1.1%) Est. Cost $72.40 Unrealized
BSCV INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $16,249 (+2.2%) Shares 987,210 (+3.7%) Est. Cost $16.37 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 0.0%
Value ($000) $29,004 (+1.2%) Shares 983,506 (+1.4%) Est. Cost $20.76 Unrealized
REMG RUSSELL INVTS EXCHANGE TRADE 0.0%
Value ($000) $3,884 (+9.8%) Shares 126,098 (+5.2%) Est. Cost $26.09 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $5,936 (-5.5%) Shares 111,264 (+10.1%) Est. Cost $92.81 Unrealized
CGMU CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $9,201 (+3.7%) Shares 338,896 (+4.5%) Est. Cost $26.98 Unrealized
IBDT ISHARES TR 0.0%
Value ($000) $1,064 (+43.3%) Shares 41,994 (+44.1%) Est. Cost $25.15 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $683 (+86.4%) Shares 3,312 (+78.1%) Est. Cost $198.76 Unrealized -8.2%
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $1,684 (+23.1%) Shares 10,503 (+10.3%) Est. Cost $140.79 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $18,098 (-1.7%) Shares 249,769 (+4.0%) Est. Cost $47.92 Unrealized +68.3%
BSCS INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $18,281 (+1.7%) Shares 895,118 (+2.6%) Est. Cost $20.14 Unrealized
SNY SANOFI SA 0.0%
Value ($000) $6,799 (+4.7%) Shares 141,110 (+5.3%) Est. Cost $50.90 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $2,423 (-11.2%) Shares 10,122 (+9.8%) Est. Cost $220.78 Unrealized +14.9%
UHS UNIVERSAL HLTH SVCS INC 0.0%
Value ($000) $1,612 (-15.8%) Shares 9,007 (+2.6%) Est. Cost $180.51 Unrealized +18.7%
PFF ISHARES TR 0.1%
Value ($000) $33,013 (+0.9%) Shares 1,088,817 (+3.1%) Est. Cost $33.74 Unrealized
ALT ALTIMMUNE INC 0.0%
Value ($000) $732 (+69.7%) Shares 237,522 (+98.9%) Est. Cost $5.20 Unrealized -10.4%
TXT TEXTRON INC 0.0%
Value ($000) $1,807 (+19.1%) Shares 20,643 (+18.5%) Est. Cost $66.77 Unrealized +40.8%
DVYE ISHARES INC 0.0%
Value ($000) $1,878 (+18.2%) Shares 54,616 (+7.1%) Est. Cost $28.43 Unrealized
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $2,219 (+14.8%) Shares 18,487 (+8.8%) Est. Cost $40.09 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $5,355 (+5.6%) Shares 183,833 (+18.3%) Est. Cost $27.47 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $9,108 (+3.2%) Shares 62,476 (+1.4%) Est. Cost $36.28 Unrealized
XAR SPDR SERIES TRUST 0.0%
Value ($000) $4,343 (+6.8%) Shares 17,100 (+1.5%) Est. Cost $227.04 Unrealized
DTH WISDOMTREE TR 0.0%
Value ($000) $3,819 (+7.8%) Shares 70,605 (+2.9%) Est. Cost $23.01 Unrealized
DWLD DAVIS FUNDAMENTAL ETF TR 0.0%
Value ($000) $7,830 (-3.4%) Shares 178,722 (+2.8%) Est. Cost $38.04 Unrealized
RGA REINSURANCE GROUP AMER INC 0.0%
Value ($000) $578 (+88.5%) Shares 2,829 (+87.8%) Est. Cost $200.08 Unrealized +3.8%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $1,977 (+15.6%) Shares 5,205 (+3.5%) Est. Cost $197.85 Unrealized +107.5%
IOVA IOVANCE BIOTHERAPEUTICS INC 0.0%
Value ($000) $697 (+62.0%) Shares 198,540 (+26.0%) Est. Cost $8.52 Unrealized -68.5%
AME AMETEK INC 0.0%
Value ($000) $3,720 (+7.7%) Shares 17,354 (+3.2%) Est. Cost $92.30 Unrealized +141.9%
NTSK NETSKOPE INC 0.0%
Value ($000) $379 (-41.0%) Shares 44,652 (+21.8%) Est. Cost $20.48 Unrealized -32.0%
GUGGENHEIM ACTIVE ALLOC FD 0.0%
Value ($000) $11,115 (+2.4%) Shares 730,304 (+3.1%) Est. Cost $14.72 Unrealized
FFBC 1ST FINL BANCORP 0.0%
Value ($000) $1,467 (+21.4%) Shares 52,619 (+8.9%) Est. Cost $21.18 Unrealized +33.2%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $10,089 (-2.4%) Shares 141,744 (+12.4%) Est. Cost $73.65 Unrealized +11.7%
FR FIRST INDL RLTY TR INC 0.0%
Value ($000) $3,238 (+8.4%) Shares 55,970 (+7.3%) Est. Cost $51.91 Unrealized
CGCV CAPITAL GROUP CONSERVATIVE E 0.0%
Value ($000) $5,686 (+4.6%) Shares 190,755 (+7.0%) Est. Cost $27.76 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $1,376 (+21.8%) Shares 6,352 (+1.3%) Est. Cost $132.74 Unrealized +44.9%
VLUE ISHARES TR 0.0%
Value ($000) $2,315 (+11.8%) Shares 16,282 (+7.5%) Est. Cost $97.58 Unrealized
PAHC PHIBRO ANIMAL HEALTH CORP 0.0%
Value ($000) $577 (+72.6%) Shares 10,431 (+16.6%) Est. Cost $41.20 Unrealized +8.6%
CCS CENTURY COMMUNITIES INC 0.0%
Value ($000) $5,491 (+4.6%) Shares 95,696 (+8.2%) Est. Cost $72.25 Unrealized -6.8%
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $830 (+41.0%) Shares 7,608 (+108.8%) Est. Cost $122.00 Unrealized +21.8%
CM CANADIAN IMPERIAL BANK OF CO 0.0%
Value ($000) $3,623 (+7.1%) Shares 38,235 (+2.4%) Est. Cost $51.39 Unrealized +84.0%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $1,813 (+15.3%) Shares 25,262 (+4.4%) Est. Cost $47.23 Unrealized +43.1%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $3,609 (+7.0%) Shares 6,130 (+13.2%) Est. Cost $552.97 Unrealized +19.5%
VLTO VERALTO CORP 0.0%
Value ($000) $1,716 (+16.0%) Shares 19,406 (+30.9%) Est. Cost $86.50 Unrealized +12.7%
JMUB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,454 (+19.3%) Shares 29,082 (+20.6%) Est. Cost $50.54 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $3,722 (+6.7%) Shares 15,665 (+13.6%) Est. Cost $216.84 Unrealized
NUVEEN REAL ESTATE INCOME FD 0.0%
Value ($000) $4,665 (+5.2%) Shares 625,379 (+8.1%) Est. Cost $8.08 Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $1,895 (+13.9%) Shares 41,521 (+10.8%) Est. Cost $38.08 Unrealized
VNT VONTIER CORPORATION 0.0%
Value ($000) $945 (+32.3%) Shares 26,653 (+38.7%) Est. Cost $26.78 Unrealized +46.6%
FTGS FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $6,478 (+3.7%) Shares 190,283 (+7.7%) Est. Cost $31.20 Unrealized
IBDU ISHARES TR 0.0%
Value ($000) $499 (+83.1%) Shares 21,440 (+84.2%) Est. Cost $23.37 Unrealized
SA SEABRIDGE GOLD INC 0.0%
Value ($000) $7,810 (-2.8%) Shares 275,572 (+1.5%) Est. Cost $17.76 Unrealized +84.0%
BSMR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $546 (+69.6%) Shares 23,066 (+69.7%) Est. Cost $23.66 Unrealized
CALAMOS CONV HIGH INCOME F 0.0%
Value ($000) $1,268 (+21.4%) Shares 116,471 (+26.1%) Est. Cost $10.51 Unrealized
IEX IDEX CORP 0.0%
Value ($000) $2,278 (+10.8%) Shares 12,018 (+4.0%) Est. Cost $168.38 Unrealized +18.2%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $2,172 (-9.3%) Shares 7,220 (+7.7%) Est. Cost $251.33 Unrealized +42.0%
USRT ISHARES TR 0.0%
Value ($000) $940 (+30.8%) Shares 15,878 (+25.8%) Est. Cost $58.05 Unrealized
AJG GALLAGHER ARTHUR J CO 0.0%
Value ($000) $9,262 (+2.4%) Shares 42,763 (+22.4%) Est. Cost $207.77 Unrealized +15.7%
LVHD LEGG MASON ETF INVT 0.0%
Value ($000) $2,096 (+11.7%) Shares 49,250 (+4.7%) Est. Cost $39.52 Unrealized
HUBG HUB GROUP INC 0.0%
Value ($000) $3,461 (-5.9%) Shares 96,029 (+11.3%) Est. Cost $44.02 Unrealized +2.7%
SWK STANLEY BLACK DECKER INC 0.0%
Value ($000) $4,482 (+5.0%) Shares 63,073 (+9.7%) Est. Cost $73.54 Unrealized +14.8%
ALB ALBEMARLE CORP 0.0%
Value ($000) $804 (+35.2%) Shares 4,481 (+6.5%) Est. Cost $150.59 Unrealized +13.7%
ONEQ FIDELITY COMWLTH TR 0.0%
Value ($000) $3,177 (-6.2%) Shares 37,417 (+1.0%) Est. Cost $56.90 Unrealized
EATON VANCE FLOATING RATE IN 0.0%
Value ($000) $1,415 (+17.2%) Shares 131,888 (+23.4%) Est. Cost $11.18 Unrealized
ENTG ENTEGRIS INC 0.0%
Value ($000) $617 (+50.7%) Shares 5,264 (+8.3%) Est. Cost $89.18 Unrealized +32.7%
IBHG ISHARES TR 0.0%
Value ($000) $555 (+57.9%) Shares 25,093 (+59.3%) Est. Cost $22.21 Unrealized
ABRDN TOTAL DYNAMIC DIVIDEND 0.0%
Value ($000) $644 (+46.0%) Shares 69,914 (+54.6%) Est. Cost $9.00 Unrealized
AOS SMITH A O CORP 0.0%
Value ($000) $10,482 (+2.0%) Shares 158,965 (+3.4%) Est. Cost $44.83 Unrealized +65.3%
GSIE GOLDMAN SACHS ETF TR 0.0%
Value ($000) $7,213 (+2.9%) Shares 167,238 (+2.4%) Est. Cost $29.61 Unrealized
ABRDN ASIA PACIFIC INCOME FU 0.0%
Value ($000) $863 (+30.5%) Shares 59,830 (+38.8%) Est. Cost $16.38 Unrealized
ZG ZILLOW GROUP INC 0.0%
Value ($000) $1,010 (-16.5%) Shares 24,395 (+37.7%) Est. Cost $82.49 Unrealized -29.4%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $3,925 (-4.8%) Shares 149,082 (+1.3%) Est. Cost $29.18 Unrealized -2.9%
VIV TELEFONICA BRASIL SA 0.0%
Value ($000) $742 (+36.5%) Shares 46,618 (+1.8%) Est. Cost $12.72 Unrealized
WELLS FARGO CO 0.0%
Value ($000) $6,751 (-2.8%) Shares 5,845 (+2.0%) Est. Cost $1277.20 Unrealized
CGSM CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $2,613 (+7.7%) Shares 99,411 (+8.0%) Est. Cost $26.17 Unrealized
AHR AMERICAN HEALTHCARE REIT INC 0.0%
Value ($000) $723 (+33.3%) Shares 15,332 (+33.0%) Est. Cost $47.08 Unrealized
RIFR RUSSELL INVTS EXCHANGE TRADE 0.0%
Value ($000) $1,286 (+16.3%) Shares 45,899 (+7.0%) Est. Cost $25.40 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $5,567 (+3.3%) Shares 115,849 (+3.9%) Est. Cost $52.79 Unrealized
DOUBLELINE INCOME SOLUTIONS 0.0%
Value ($000) $814 (+27.9%) Shares 75,119 (+33.1%) Est. Cost $11.89 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $1,918 (+10.2%) Shares 19,890 (+11.7%) Est. Cost $110.25 Unrealized -5.5%
MSEX MIDDLESEX WTR CO 0.0%
Value ($000) $1,634 (+12.1%) Shares 31,395 (+8.6%) Est. Cost $53.45 Unrealized -1.3%
HRB BLOCK H R INC 0.0%
Value ($000) $634 (-21.7%) Shares 19,983 (+7.5%) Est. Cost $32.70 Unrealized +13.5%
RUSC RUSSELL INVTS EXCHANGE TRADE 0.0%
Value ($000) $2,159 (+8.8%) Shares 67,505 (+5.9%) Est. Cost $27.82 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $2,730 (+6.8%) Shares 55,022 (+3.3%) Est. Cost $47.48 Unrealized
SXT SENSIENT TECHNOLOGIES CORP 0.0%
Value ($000) $415 (+70.7%) Shares 4,805 (+85.5%) Est. Cost $92.32 Unrealized +3.7%
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $2,381 (-6.7%) Shares 276,218 (+2.6%) Est. Cost $7.41 Unrealized
RFEM FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $3,738 (+4.8%) Shares 45,498 (+1.0%) Est. Cost $57.08 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $1,062 (+19.0%) Shares 18,157 (+15.2%) Est. Cost $44.61 Unrealized
LGND LIGAND PHARMACEUTICALS INC 0.0%
Value ($000) $2,592 (+6.9%) Shares 12,981 (+1.2%) Est. Cost $88.66 Unrealized +117.8%
SMTC SEMTECH CORP 0.0%
Value ($000) $1,277 (+15.0%) Shares 16,605 (+10.2%) Est. Cost $30.80 Unrealized +167.7%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $2,396 (-6.4%) Shares 24,523 (+8.1%) Est. Cost $92.52 Unrealized +16.1%
FOX FOX CORP 0.0%
Value ($000) $1,684 (-8.9%) Shares 31,722 (+11.4%) Est. Cost $45.54 Unrealized +33.4%
CNA CNA FINL CORP 0.0%
Value ($000) $5,921 (-2.7%) Shares 128,951 (+1.2%) Est. Cost $30.49 Unrealized +56.4%
SQM SOCIEDAD QUIMICA Y MINERA DE 0.0%
Value ($000) $896 (+22.3%) Shares 11,075 (+4.0%) Est. Cost $69.26 Unrealized
TRI THOMSON REUTERS CORP 0.0%
Value ($000) $3,642 (+4.6%) Shares 40,471 (+53.4%) Est. Cost $152.99 Unrealized -30.0%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $3,795 (-4.0%) Shares 50,431 (+9.1%) Est. Cost $64.41 Unrealized +18.5%
GIII G III APPAREL GROUP LTD 0.0%
Value ($000) $6,813 (+2.4%) Shares 245,943 (+7.0%) Est. Cost $28.59 Unrealized +5.0%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $6,782 (+2.4%) Shares 142,688 (+1.0%) Est. Cost $51.33 Unrealized
ECOW PACER FDS TR 0.0%
Value ($000) $1,243 (+14.2%) Shares 46,599 (+4.5%) Est. Cost $22.18 Unrealized
DEUS DBX ETF TR 0.0%
Value ($000) $3,089 (+5.2%) Shares 51,570 (+2.5%) Est. Cost $34.05 Unrealized
EATON VANCE LIMITED DURATION 0.0%
Value ($000) $1,919 (+8.7%) Shares 203,074 (+14.0%) Est. Cost $9.61 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,486 (+11.5%) Shares 57,974 (+17.0%) Est. Cost $26.90 Unrealized
EWX SPDR INDEX SHS FDS 0.0%
Value ($000) $2,781 (+5.8%) Shares 42,063 (+5.1%) Est. Cost $58.67 Unrealized
KAYNE ANDERSON ENERGY INFRST 0.0%
Value ($000) $763 (+24.5%) Shares 53,454 (+7.9%) Est. Cost $9.41 Unrealized
FUMB FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $2,494 (+6.4%) Shares 124,370 (+6.4%) Est. Cost $20.10 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $15,714 (+1.0%) Shares 190,632 (+2.4%) Est. Cost $70.23 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $843 (+21.1%) Shares 1,394 (+2.2%) Est. Cost $441.68 Unrealized +39.0%
MKL MARKEL GROUP INC 0.0%
Value ($000) $2,607 (-5.3%) Shares 1,362 (+6.3%) Est. Cost $1568.14 Unrealized +32.5%
WAB WABTEC 0.0%
Value ($000) $917 (+18.8%) Shares 3,668 (+1.5%) Est. Cost $112.41 Unrealized +112.6%
SYLD CAMBRIA ETF TR 0.0%
Value ($000) $490 (+41.6%) Shares 6,493 (+30.5%) Est. Cost $72.80 Unrealized
IDEV ISHARES TR 0.0%
Value ($000) $4,677 (+3.1%) Shares 55,962 (+1.8%) Est. Cost $51.46 Unrealized
IAGG ISHARES TR 0.0%
Value ($000) $2,944 (+5.1%) Shares 58,826 (+5.0%) Est. Cost $51.05 Unrealized
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $2,425 (+6.2%) Shares 60,415 (+9.2%) Est. Cost $41.63 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $38,183 (-0.4%) Shares 687,726 (+4.3%) Est. Cost $49.85 Unrealized
JNK SPDR SERIES TRUST 0.0%
Value ($000) $6,696 (+2.1%) Shares 69,956 (+3.7%) Est. Cost $93.72 Unrealized
SPYD SPDR SERIES TRUST 0.0%
Value ($000) $2,222 (+6.7%) Shares 48,819 (+1.4%) Est. Cost $26.81 Unrealized
PUTNAM PREMIER INCOME TR 0.0%
Value ($000) $686 (+25.0%) Shares 193,250 (+24.7%) Est. Cost $3.63 Unrealized
HTRB HARTFORD FDS EXCHANGE TRADED 0.0%
Value ($000) $2,873 (+4.8%) Shares 85,158 (+6.0%) Est. Cost $33.95 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $880 (-12.9%) Shares 19,798 (+2.7%) Est. Cost $32.03 Unrealized +60.6%
IWO ISHARES TR 0.0%
Value ($000) $16,184 (-0.8%) Shares 51,572 (+2.1%) Est. Cost $216.67 Unrealized
FLTR VANECK ETF TRUST 0.0%
Value ($000) $400 (+47.0%) Shares 15,690 (+47.0%) Est. Cost $25.46 Unrealized
OZK BANK OZK LITTLE ROCK ARK 0.0%
Value ($000) $2,135 (+6.2%) Shares 46,518 (+6.5%) Est. Cost $43.99 Unrealized +9.9%
HOLX HOLOGIC INC 0.0%
Value ($000) $1,398 (+9.8%) Shares 18,492 (+8.2%) Est. Cost $72.88 Unrealized +2.9%
IBDS ISHARES TR 0.0%
Value ($000) $736 (+20.1%) Shares 30,344 (+20.3%) Est. Cost $23.95 Unrealized
BLACKROCK CAP ALLOCATION TER 0.0%
Value ($000) $1,253 (+10.8%) Shares 88,675 (+11.0%) Est. Cost $14.62 Unrealized
FLAHERTY CRUMRIN PFD INM 0.0%
Value ($000) $2,506 (-4.6%) Shares 161,777 (+1.6%) Est. Cost $16.19 Unrealized
PRDO PERDOCEO ED CORP 0.0%
Value ($000) $542 (+28.8%) Shares 14,578 (+1.5%) Est. Cost $21.32 Unrealized +48.9%
COHEN STEERS LTD DURATION 0.0%
Value ($000) $2,905 (-4.0%) Shares 145,463 (+1.8%) Est. Cost $15.16 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $14,440 (+0.8%) Shares 196,084 (+1.4%) Est. Cost $75.79 Unrealized
FCFS FIRSTCASH HOLDINGS INC 0.0%
Value ($000) $678 (+19.6%) Shares 3,608 (+1.4%) Est. Cost $130.79 Unrealized +32.6%
FBND FIDELITY MERRIMACK STR TR 0.1%
Value ($000) $33,812 (+0.3%) Shares 741,167 (+1.3%) Est. Cost $40.58 Unrealized
CSL CARLISLE COS INC 0.0%
Value ($000) $981 (+12.3%) Shares 2,939 (+7.7%) Est. Cost $279.13 Unrealized +33.1%
SAIC SCIENCE APPLICATIONS INTL CO 0.0%
Value ($000) $1,275 (+9.2%) Shares 13,435 (+15.8%) Est. Cost $101.84 Unrealized -1.8%
AIQ GLOBAL X FDS 0.0%
Value ($000) $4,339 (+2.5%) Shares 92,974 (+11.7%) Est. Cost $45.60 Unrealized
PUTNAM MASTER INTER INCOME T 0.0%
Value ($000) $204 (+107.4%) Shares 62,500 (+111.9%) Est. Cost $3.33 Unrealized
MAA MID AMER APT CMNTYS INC 0.0%
Value ($000) $848 (-10.9%) Shares 6,940 (+1.4%) Est. Cost $125.45 Unrealized +10.9%
IBDR ISHARES TR 0.0%
Value ($000) $678 (+17.8%) Shares 27,972 (+17.8%) Est. Cost $23.95 Unrealized
UUP INVESCO DB US DLR INDEX TR 0.0%
Value ($000) $2,036 (+5.2%) Shares 73,295 (+2.4%) Est. Cost $26.91 Unrealized
AGCO AGCO CORP 0.0%
Value ($000) $897 (+12.5%) Shares 7,743 (+1.3%) Est. Cost $112.39 Unrealized +7.8%
SHAK SHAKE SHACK INC 0.0%
Value ($000) $974 (+11.0%) Shares 11,004 (+1.8%) Est. Cost $54.17 Unrealized +71.6%
IBHF ISHARES TR 0.0%
Value ($000) $474 (+25.3%) Shares 20,641 (+26.0%) Est. Cost $23.00 Unrealized
DOUBLELINE OPPORTUNISTIC CR 0.0%
Value ($000) $288 (+47.7%) Shares 19,750 (+54.3%) Est. Cost $15.02 Unrealized
TLH ISHARES TR 0.0%
Value ($000) $4,084 (+2.2%) Shares 40,545 (+3.2%) Est. Cost $102.84 Unrealized
IXN ISHARES TR 0.0%
Value ($000) $1,751 (+5.4%) Shares 17,511 (+10.7%) Est. Cost $71.83 Unrealized
AWR AMER STATES WTR CO 0.0%
Value ($000) $553 (+19.0%) Shares 7,318 (+14.0%) Est. Cost $75.10 Unrealized -2.6%
TRNO TERRENO RLTY CORP 0.0%
Value ($000) $912 (+10.7%) Shares 14,847 (+5.8%) Est. Cost $48.63 Unrealized
SXI STANDEX INTL CORP 0.0%
Value ($000) $530 (+19.6%) Shares 2,078 (+2.0%) Est. Cost $161.35 Unrealized +53.2%
TPR TAPESTRY INC 0.0%
Value ($000) $312 (+38.2%) Shares 2,208 (+25.1%) Est. Cost $119.15 Unrealized +17.1%
VFH VANGUARD WORLD FD 0.0%
Value ($000) $1,461 (-5.5%) Shares 12,096 (+4.4%) Est. Cost $104.53 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $541 (+18.8%) Shares 10,688 (+5.0%) Est. Cost $34.90 Unrealized +34.9%
PDP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $989 (+9.3%) Shares 8,190 (+5.4%) Est. Cost $80.04 Unrealized
EQAL INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1,105 (+8.1%) Shares 20,054 (+3.3%) Est. Cost $39.66 Unrealized
APPF APPFOLIO INC 0.0%
Value ($000) $496 (-14.1%) Shares 3,144 (+26.7%) Est. Cost $212.23 Unrealized -5.6%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $724 (+12.5%) Shares 25,994 (+9.9%) Est. Cost $24.26 Unrealized
EHC ENCOMPASS HEALTH CORP 0.0%
Value ($000) $467 (+20.7%) Shares 4,832 (+32.5%) Est. Cost $101.75 Unrealized +1.2%
XT ISHARES TR 0.1%
Value ($000) $38,088 (-0.2%) Shares 558,892 (+2.1%) Est. Cost $65.67 Unrealized
ABRDN HEALTHCARE INVESTORS 0.0%
Value ($000) $1,297 (+6.5%) Shares 72,924 (+13.4%) Est. Cost $17.11 Unrealized
IQDF FLEXSHARES TR 0.0%
Value ($000) $1,550 (+5.3%) Shares 48,949 (+1.1%) Est. Cost $24.16 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $941 (+9.1%) Shares 29,012 (+6.0%) Est. Cost $34.94 Unrealized
OKTA OKTA INC 0.0%
Value ($000) $831 (+10.0%) Shares 10,556 (+20.8%) Est. Cost $95.24 Unrealized -9.5%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $2,108 (+3.7%) Shares 16,564 (+7.9%) Est. Cost $106.60 Unrealized +30.0%
IR INGERSOLL RAND INC 0.0%
Value ($000) $1,928 (+4.0%) Shares 24,060 (+2.8%) Est. Cost $50.33 Unrealized +79.7%
APLE APPLE HOSPITALITY REIT INC 0.0%
Value ($000) $1,858 (+4.1%) Shares 161,449 (+7.2%) Est. Cost $13.72 Unrealized
HIGHLAND OPPS INCOME FD 0.0%
Value ($000) $649 (+12.4%) Shares 113,704 (+17.7%) Est. Cost $8.27 Unrealized
CVSA COVISTA INC 0.0%
Value ($000) $419 (+20.4%) Shares 3,637 (+8.1%) Est. Cost $96.19 Unrealized +11.7%
UMAC UNUSUAL MACHS INC 0.0%
Value ($000) $254 (+38.4%) Shares 20,500 (+42.2%) Est. Cost $11.74 Unrealized +24.3%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $16,100 (-0.4%) Shares 62,560 (+8.0%) Est. Cost $225.21 Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $6,753 (+1.0%) Shares 278,260 (+1.5%) Est. Cost $27.04 Unrealized
RAL RALLIANT CORP 0.0%
Value ($000) $334 (+25.9%) Shares 8,037 (+54.2%) Est. Cost $47.68 Unrealized +3.2%
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value ($000) $2,897 (+2.4%) Shares 35,787 (+1.6%) Est. Cost $60.49 Unrealized +34.8%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $703 (-8.8%) Shares 1,960 (+5.9%) Est. Cost $410.53 Unrealized -2.4%
NI NISOURCE INC 0.0%
Value ($000) $475 (+16.6%) Shares 10,185 (+4.3%) Est. Cost $28.96 Unrealized +51.9%
JBND J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $6,896 (+1.0%) Shares 128,244 (+1.5%) Est. Cost $53.98 Unrealized
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $15,497 (+0.4%) Shares 504,640 (+5.6%) Est. Cost $33.95 Unrealized -7.5%
BLACKROCK MUN TARGET TERM TR 0.0%
Value ($000) $1,222 (+5.8%) Shares 53,811 (+6.3%) Est. Cost $21.87 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $941 (+7.6%) Shares 8,193 (+3.9%) Est. Cost $103.11 Unrealized
BLACKROCK MUNIHOLDINGS FD IN 0.0%
Value ($000) $648 (+10.9%) Shares 57,418 (+15.4%) Est. Cost $11.96 Unrealized
SCI SERVICE CORP INTL 0.0%
Value ($000) $535 (+13.3%) Shares 6,481 (+7.1%) Est. Cost $64.79 Unrealized +25.0%
DUHP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $30,695 (+0.2%) Shares 835,000 (+3.7%) Est. Cost $33.08 Unrealized
SHYG ISHARES TR 0.0%
Value ($000) $516 (+13.5%) Shares 12,201 (+15.0%) Est. Cost $39.78 Unrealized
WESTERN ASSET INFLT LNK INC 0.0%
Value ($000) $3,923 (+1.6%) Shares 485,564 (+4.0%) Est. Cost $9.73 Unrealized
BKE BUCKLE INC 0.0%
Value ($000) $2,851 (+2.1%) Shares 56,613 (+8.4%) Est. Cost $37.21 Unrealized +39.1%
WAY WAYSTAR HLDG CORP 0.0%
Value ($000) $2,376 (+2.6%) Shares 98,560 (+39.3%) Est. Cost $35.41 Unrealized -22.3%
L LOEWS CORP 0.0%
Value ($000) $1,735 (+3.6%) Shares 16,254 (+2.2%) Est. Cost $76.04 Unrealized +40.0%
ESGU ISHARES TR 0.0%
Value ($000) $1,489 (-3.7%) Shares 10,531 (+1.4%) Est. Cost $90.61 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $4,531 (+1.3%) Shares 214,245 (+7.1%) Est. Cost $18.58 Unrealized
RIVERNORTH OPPORTUNITIES FD 0.0%
Value ($000) $1,362 (-4.0%) Shares 122,676 (+1.6%) Est. Cost $7.73 Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $1,755 (-3.1%) Shares 35,666 (+3.1%) Est. Cost $53.47 Unrealized +0.3%
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $839 (-6.3%) Shares 37,688 (+17.3%) Est. Cost $36.61 Unrealized -25.4%
TLTD FLEXSHARES TR 0.0%
Value ($000) $1,841 (+3.1%) Shares 19,586 (+1.7%) Est. Cost $64.23 Unrealized
MTH MERITAGE HOMES CORP 0.0%
Value ($000) $8,995 (-0.6%) Shares 145,449 (+5.8%) Est. Cost $73.33 Unrealized +1.3%
TORTOISE ENERGY INFRSTRCTR C 0.0%
Value ($000) $256 (+27.0%) Shares 5,127 (+4.2%) Est. Cost $41.26 Unrealized
SF STIFEL FINL CORP 0.0%
Value ($000) $607 (-8.2%) Shares 8,215 (+55.6%) Est. Cost $87.20 Unrealized +43.9%
XYZ BLOCK INC 0.0%
Value ($000) $1,664 (-3.1%) Shares 27,655 (+4.8%) Est. Cost $72.35 Unrealized -16.6%
HXL HEXCEL CORP NEW 0.0%
Value ($000) $374 (+16.5%) Shares 4,623 (+6.4%) Est. Cost $71.52 Unrealized +18.0%
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $369 (+16.8%) Shares 10,849 (+12.5%) Est. Cost $27.06 Unrealized
ARTY ISHARES TR 0.0%
Value ($000) $767 (+7.3%) Shares 16,484 (+11.1%) Est. Cost $41.08 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $1,064 (-4.6%) Shares 7,320 (+4.5%) Est. Cost $116.68 Unrealized +42.5%
RLI RLI CORP 0.0%
Value ($000) $1,451 (+3.6%) Shares 25,432 (+16.2%) Est. Cost $58.36 Unrealized +3.1%
COHEN STEERS QUALITY INCOM 0.0%
Value ($000) $739 (+7.2%) Shares 61,303 (+1.6%) Est. Cost $13.84 Unrealized
CHCT COMMUNITY HEALTHCARE TR INC 0.0%
Value ($000) $467 (+11.8%) Shares 29,371 (+15.5%) Est. Cost $18.32 Unrealized
XME SPDR SERIES TRUST 0.0%
Value ($000) $296 (+19.6%) Shares 2,743 (+14.8%) Est. Cost $95.10 Unrealized
STAG STAG INDUSTRIAL INC 0.0%
Value ($000) $297 (+19.6%) Shares 8,231 (+21.9%) Est. Cost $37.26 Unrealized
SNEX STONEX GROUP INC 0.0%
Value ($000) $311 (-13.3%) Shares 3,852 (+2.2%) Est. Cost $95.91 Unrealized +19.1%
ESML ISHARES TR 0.0%
Value ($000) $921 (+5.4%) Shares 19,596 (+3.1%) Est. Cost $33.63 Unrealized
SEM SELECT MED HLDGS CORP 0.0%
Value ($000) $199 (+30.9%) Shares 12,239 (+19.3%) Est. Cost $13.57 Unrealized +13.1%
INDA ISHARES TR 0.0%
Value ($000) $304 (+18.1%) Shares 6,482 (+36.3%) Est. Cost $53.15 Unrealized
SPYM SPDR SERIES TRUST 0.0%
Value ($000) $23,956 (-0.2%) Shares 312,993 (+4.6%) Est. Cost $76.67 Unrealized
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $720 (+6.8%) Shares 23,909 (+19.0%) Est. Cost $40.43 Unrealized -8.7%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $323 (-12.2%) Shares 1,875 (+1.5%) Est. Cost $224.89 Unrealized -12.2%
BKH BLACK HILLS CORP 0.0%
Value ($000) $398 (+12.6%) Shares 5,738 (+12.6%) Est. Cost $59.81 Unrealized +20.2%
WESTERN ASSET MTG DEFINED OP 0.0%
Value ($000) $1,445 (+3.1%) Shares 134,409 (+6.1%) Est. Cost $11.61 Unrealized
SAP SAP SE 0.0%
Value ($000) $202 (-17.6%) Shares 1,182 (+16.9%) Est. Cost $249.72 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $5,564 (+0.8%) Shares 232,011 (+2.3%) Est. Cost $24.99 Unrealized
VC VISTEON CORP 0.0%
Value ($000) $6,699 (+0.6%) Shares 73,526 (+5.1%) Est. Cost $116.30 Unrealized -16.0%
EYPT EYEPOINT INC 0.0%
Value ($000) $362 (+13.2%) Shares 28,119 (+60.5%) Est. Cost $12.91 Unrealized +17.9%
VPU VANGUARD WORLD FD 0.0%
Value ($000) $545 (+8.3%) Shares 2,750 (+1.1%) Est. Cost $187.48 Unrealized
CHE CHEMED CORP NEW 0.0%
Value ($000) $550 (-6.9%) Shares 1,455 (+5.4%) Est. Cost $515.75 Unrealized -12.6%
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $119 (-25.4%) Shares 27,827 (+7.1%) Est. Cost $72.98 Unrealized -92.6%
KPTI KARYOPHARM THERAPEUTICS INC 0.0%
Value ($000) $166 (-19.5%) Shares 29,791 (+6.4%) Est. Cost $5.40 Unrealized +41.2%
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value ($000) $217 (-15.5%) Shares 36,343 (+43.7%) Est. Cost $9.87 Unrealized -17.7%
FLO FLOWERS FOODS INC 0.0%
Value ($000) $703 (-5.3%) Shares 86,313 (+26.5%) Est. Cost $14.79 Unrealized -26.8%
HPQ HP INC 0.0%
Value ($000) $2,727 (-1.4%) Shares 141,969 (+14.3%) Est. Cost $25.99 Unrealized -23.9%
ARLO ARLO TECHNOLOGIES INC 0.0%
Value ($000) $190 (+25.7%) Shares 13,374 (+23.6%) Est. Cost $15.18 Unrealized -15.7%
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $2,162 (+1.8%) Shares 125,559 (+6.5%) Est. Cost $20.38 Unrealized
PII POLARIS INC 0.0%
Value ($000) $381 (+11.3%) Shares 6,985 (+29.2%) Est. Cost $59.90 Unrealized +12.7%
MYGN MYRIAD GENETICS INC 0.0%
Value ($000) $173 (+28.7%) Shares 38,338 (+75.8%) Est. Cost $7.13 Unrealized -23.4%
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $512 (+8.0%) Shares 54,355 (+97.8%) Est. Cost $11.20 Unrealized +31.9%
EATON VANCE SR FLTNG RTE TR 0.0%
Value ($000) $2,648 (+1.5%) Shares 251,276 (+7.2%) Est. Cost $11.62 Unrealized
RWR SPDR SERIES TRUST 0.0%
Value ($000) $478 (+8.5%) Shares 4,737 (+5.6%) Est. Cost $92.28 Unrealized
CWT CALIFORNIA WTR SVC GROUP 0.0%
Value ($000) $359 (+11.5%) Shares 7,913 (+6.6%) Est. Cost $46.23 Unrealized -3.5%
SXC SUNCOKE ENERGY INC 0.0%
Value ($000) $202 (+22.3%) Shares 31,004 (+35.2%) Est. Cost $8.21 Unrealized -7.2%
ISTB ISHARES TR 0.0%
Value ($000) $1,403 (+2.7%) Shares 28,943 (+3.3%) Est. Cost $47.74 Unrealized
WH WYNDHAM HOTELS RESORTS INC 0.0%
Value ($000) $301 (+13.6%) Shares 3,711 (+5.7%) Est. Cost $72.86 Unrealized +7.9%
SYM SYMBOTIC INC 0.0%
Value ($000) $1,246 (-2.8%) Shares 23,427 (+8.7%) Est. Cost $37.57 Unrealized +61.5%
CATH GLOBAL X FDS 0.0%
Value ($000) $4,427 (+0.8%) Shares 56,642 (+6.1%) Est. Cost $66.80 Unrealized
ALC ALCON AG 0.0%
Value ($000) $1,723 (-2.0%) Shares 22,867 (+2.5%) Est. Cost $79.42 Unrealized +1.3%
SHYD VANECK ETF TRUST 0.0%
Value ($000) $306 (+12.1%) Shares 13,511 (+13.3%) Est. Cost $22.60 Unrealized
HYGV FLEXSHARES TR 0.0%
Value ($000) $1,155 (+2.9%) Shares 28,836 (+4.6%) Est. Cost $40.69 Unrealized
PCEF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1,837 (-1.7%) Shares 97,630 (+3.8%) Est. Cost $18.49 Unrealized
FPEI FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $12,008 (+0.3%) Shares 631,986 (+2.3%) Est. Cost $18.32 Unrealized
PSTG EVERPURE INC 0.0%
Value ($000) $322 (-8.9%) Shares 5,457 (+3.4%) Est. Cost $58.23 Unrealized +21.9%
PIMCO HIGH INCOME FD 0.0%
Value ($000) $799 (-3.7%) Shares 172,509 (+1.0%) Est. Cost $1.05 Unrealized
FITE SPDR SERIES TRUST 0.0%
Value ($000) $1,132 (+2.8%) Shares 13,233 (+2.6%) Est. Cost $73.68 Unrealized
PBI PITNEY BOWES INC 0.0%
Value ($000) $197 (+18.4%) Shares 17,783 (+13.2%) Est. Cost $6.10 Unrealized +71.2%
ALV AUTOLIV INC 0.0%
Value ($000) $1,606 (+1.9%) Shares 15,274 (+15.0%) Est. Cost $120.13 Unrealized +4.0%
VCTR VICTORY CAP HLDGS INC DEL 0.0%
Value ($000) $505 (+6.2%) Shares 7,715 (+2.3%) Est. Cost $36.34 Unrealized +94.8%
III INFORMATION SVCS GROUP INC 0.0%
Value ($000) $121 (+32.2%) Shares 31,445 (+99.0%) Est. Cost $4.64 Unrealized +16.0%
HEDJ WISDOMTREE TR 0.0%
Value ($000) $281 (+11.2%) Shares 5,366 (+12.8%) Est. Cost $53.46 Unrealized
SMIG ETF SER SOLUTIONS 0.0%
Value ($000) $763 (+3.8%) Shares 25,986 (+1.9%) Est. Cost $29.58 Unrealized
GVI ISHARES TR 0.0%
Value ($000) $4,095 (+0.6%) Shares 38,384 (+1.3%) Est. Cost $111.10 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $317 (+8.9%) Shares 4,632 (+10.3%) Est. Cost $50.82 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $536 (+4.9%) Shares 5,748 (+5.9%) Est. Cost $63.31 Unrealized +50.5%
SSB SOUTHSTATE BK CORP 0.0%
Value ($000) $303 (+8.8%) Shares 3,270 (+10.7%) Est. Cost $96.74 Unrealized +4.3%
GM GENERAL MTRS CO 0.0%
Value ($000) $1,837 (+1.3%) Shares 24,658 (+10.6%) Est. Cost $42.21 Unrealized +94.8%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $231 (+11.6%) Shares 1,765 (+10.9%) Est. Cost $136.36 Unrealized -4.0%
PXF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $244 (+11.0%) Shares 3,493 (+4.1%) Est. Cost $65.71 Unrealized
SJNK SPDR SERIES TRUST 0.0%
Value ($000) $241 (+11.0%) Shares 9,660 (+12.5%) Est. Cost $25.22 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $838 (+2.9%) Shares 25,428 (+2.3%) Est. Cost $19.96 Unrealized
AVDV AMERICAN CENTY ETF TR 0.0%
Value ($000) $272 (+9.2%) Shares 2,724 (+2.8%) Est. Cost $94.13 Unrealized
SNPE DBX ETF TR 0.0%
Value ($000) $402 (+5.9%) Shares 6,758 (+11.1%) Est. Cost $48.65 Unrealized
CPK CHESAPEAKE UTILS CORP 0.0%
Value ($000) $741 (+3.0%) Shares 5,864 (+1.6%) Est. Cost $110.37 Unrealized +16.2%
ROUS LATTICE STRATEGIES TR 0.0%
Value ($000) $541 (+4.1%) Shares 9,158 (+1.8%) Est. Cost $48.37 Unrealized
BAI BLACKROCK ETF TRUST 0.0%
Value ($000) $3,153 (+0.7%) Shares 95,688 (+1.7%) Est. Cost $32.62 Unrealized
EMMF WISDOMTREE TR 0.0%
Value ($000) $358 (+6.0%) Shares 10,815 (+1.0%) Est. Cost $31.56 Unrealized
ROYCE SMALL CAP TRUST INC 0.0%
Value ($000) $470 (+4.4%) Shares 28,318 (+1.3%) Est. Cost $14.40 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1,097 (+1.8%) Shares 23,371 (+2.1%) Est. Cost $46.94 Unrealized
NUVEEN TAXABLE MUNICPAL INM 0.0%
Value ($000) $2,458 (+0.8%) Shares 156,948 (+1.7%) Est. Cost $15.68 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $2,573 (-0.7%) Shares 117,773 (+5.7%) Est. Cost $27.55 Unrealized -12.8%
VIRTUS EQUITY CONV INCM FD 0.0%
Value ($000) $441 (-4.1%) Shares 18,899 (+2.3%) Est. Cost $9.33 Unrealized
ASH ASHLAND INC 0.0%
Value ($000) $834 (+2.3%) Shares 14,998 (+7.9%) Est. Cost $80.47 Unrealized -22.5%
IYC ISHARES TR 0.0%
Value ($000) $420 (-4.2%) Shares 4,333 (+2.0%) Est. Cost $86.22 Unrealized
VIRTUS STONE HBR EMRG MKTS I 0.0%
Value ($000) $948 (+2.0%) Shares 198,261 (+6.0%) Est. Cost $5.01 Unrealized
QQQJ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $684 (+2.7%) Shares 18,892 (+4.5%) Est. Cost $29.91 Unrealized
IGM ISHARES TR 0.0%
Value ($000) $1,593 (-1.0%) Shares 13,441 (+7.9%) Est. Cost $124.68 Unrealized
KTOS KRATOS DEFENSE SEC SOLUTIO 0.0%
Value ($000) $10,460 (-0.1%) Shares 148,345 (+7.5%) Est. Cost $45.62 Unrealized +124.4%
IWV ISHARES TR 0.0%
Value ($000) $7,916 (+0.2%) Shares 21,355 (+4.6%) Est. Cost $191.58 Unrealized
LPX LOUISIANA PAC CORP 0.0%
Value ($000) $1,183 (-1.2%) Shares 16,263 (+9.7%) Est. Cost $63.84 Unrealized +39.5%
TLN TALEN ENERGY CORP 0.0%
Value ($000) $260 (+5.8%) Shares 816 (+24.2%) Est. Cost $270.20 Unrealized +36.3%
BUG GLOBAL X FDS 0.0%
Value ($000) $288 (-4.6%) Shares 11,476 (+15.7%) Est. Cost $33.54 Unrealized
CRBN ISHARES TR 0.0%
Value ($000) $596 (-2.3%) Shares 2,673 (+1.1%) Est. Cost $139.55 Unrealized
QDPL PACER FDS TR 0.0%
Value ($000) $1,245 (-1.1%) Shares 31,024 (+4.7%) Est. Cost $36.91 Unrealized
SCYB SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,536 (+0.9%) Shares 59,059 (+2.5%) Est. Cost $26.41 Unrealized
INVESCO SR INCOME TR 0.0%
Value ($000) $284 (+4.6%) Shares 88,102 (+6.3%) Est. Cost $3.27 Unrealized
EXP EAGLE MATLS INC 0.0%
Value ($000) $236 (-4.8%) Shares 1,245 (+3.8%) Est. Cost $247.87 Unrealized -9.2%
WRB BERKLEY W R CORP 0.0%
Value ($000) $774 (+1.6%) Shares 11,677 (+7.5%) Est. Cost $60.15 Unrealized +15.4%
ANGL VANECK ETF TRUST 0.0%
Value ($000) $3,213 (-0.4%) Shares 111,857 (+1.9%) Est. Cost $29.59 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $1,344 (+0.9%) Shares 37,660 (+11.3%) Est. Cost $33.33 Unrealized +31.4%
WESTERN ASSET DIVERSIFIED IN 0.0%
Value ($000) $615 (+1.9%) Shares 45,785 (+4.7%) Est. Cost $14.53 Unrealized
GT GOODYEAR TIRE RUBR CO 0.0%
Value ($000) $92 (-10.8%) Shares 13,931 (+17.8%) Est. Cost $15.08 Unrealized -38.3%
GABELLI UTIL TR 0.0%
Value ($000) $227 (+5.1%) Shares 37,559 (+4.7%) Est. Cost $5.81 Unrealized
THRO BLACKROCK ETF TRUST 0.0%
Value ($000) $2,262 (-0.5%) Shares 62,453 (+6.0%) Est. Cost $35.62 Unrealized
BLACKROCK LTD DURATION INCOM 0.0%
Value ($000) $1,896 (-0.5%) Shares 150,596 (+8.6%) Est. Cost $13.75 Unrealized
RYLD GLOBAL X FDS 0.0%
Value ($000) $3,648 (-0.3%) Shares 244,014 (+2.1%) Est. Cost $14.63 Unrealized
GABELLI MULTIMEDIA TR INC 0.0%
Value ($000) $423 (-2.3%) Shares 107,705 (+4.4%) Est. Cost $4.27 Unrealized
EATON VANCE MUN BD FD 0.0%
Value ($000) $174 (+6.1%) Shares 17,761 (+5.7%) Est. Cost $11.05 Unrealized
GATX GATX CORP 0.0%
Value ($000) $274 (+3.2%) Shares 1,607 (+2.6%) Est. Cost $149.19 Unrealized +23.4%
IYG ISHARES TR 0.0%
Value ($000) $870 (-0.9%) Shares 10,505 (+10.3%) Est. Cost $86.64 Unrealized
FNY FIRST TR EXCHANGE TRADED ALP 0.0%
Value ($000) $738 (+1.1%) Shares 8,153 (+1.9%) Est. Cost $55.07 Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $3,215 (+0.2%) Shares 45,693 (+1.1%) Est. Cost $63.89 Unrealized
FAF FIRST AMERN FINL CORP 0.0%
Value ($000) $812 (-0.8%) Shares 13,460 (+1.1%) Est. Cost $54.02 Unrealized +18.8%
MCRI MONARCH CASINO RESORT INC 0.0%
Value ($000) $218 (+3.0%) Shares 2,276 (+3.1%) Est. Cost $96.10 Unrealized -2.7%
MAS MASCO CORP 0.0%
Value ($000) $826 (+0.8%) Shares 13,683 (+5.9%) Est. Cost $60.62 Unrealized +16.5%
HANCOCK JOHN INCOME SECS TR 0.0%
Value ($000) $698 (-0.8%) Shares 63,798 (+6.1%) Est. Cost $10.99 Unrealized
FPX FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,292 (-0.4%) Shares 8,135 (+2.6%) Est. Cost $115.53 Unrealized
EG EVEREST GROUP LTD 0.0%
Value ($000) $420 (+1.0%) Shares 1,284 (+4.8%) Est. Cost $287.45 Unrealized +15.2%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $697 (+0.6%) Shares 3,384 (+4.4%) Est. Cost $196.36 Unrealized
BSMT INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $209 (+1.9%) Shares 9,065 (+2.4%) Est. Cost $23.10 Unrealized
MFS MUN INCOME TR 0.0%
Value ($000) $132 (+2.8%) Shares 24,519 (+3.6%) Est. Cost $6.78 Unrealized
BLACKROCK ESG CAP ALLC TERM 0.0%
Value ($000) $1,079 (+0.3%) Shares 79,440 (+13.6%) Est. Cost $15.85 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $7,105 (-0.0%) Shares 286,856 (+1.6%) Est. Cost $21.79 Unrealized
NUVEEN MORTGAGE AND INCOME F 0.0%
Value ($000) $401 (+0.8%) Shares 22,091 (+1.1%) Est. Cost $17.21 Unrealized
EATON VANCE RISK MANAGED DIV 0.0%
Value ($000) $287 (-1.0%) Shares 35,101 (+6.9%) Est. Cost $8.69 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value ($000) $1,297 (-0.2%) Shares 19,277 (+14.8%) Est. Cost $108.17 Unrealized -30.7%
GTO INVESCO ACTIVELY MANAGED EXC 0.0%
Value ($000) $4,245 (-0.0%) Shares 90,642 (+1.2%) Est. Cost $47.35 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $2,632 (-0.1%) Shares 76,421 (+5.3%) Est. Cost $25.31 Unrealized +46.5%
USPH U S PHYSICAL THERAPY 0.0%
Value ($000) $451 (-0.2%) Shares 6,016 (+3.9%) Est. Cost $93.28 Unrealized -9.7%
HYD VANECK ETF TRUST 0.0%
Value ($000) $627 (-0.2%) Shares 12,508 (+1.8%) Est. Cost $52.11 Unrealized
DVOL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2,623 (+0.0%) Shares 75,875 (+1.4%) Est. Cost $33.20 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $277 (+0.2%) Shares 27,708 (+1.2%) Est. Cost $9.82 Unrealized
PIMCO CALIF MUN INCOME FD 0.0%
Value ($000) $587 (+0.1%) Shares 68,470 (+1.8%) Est. Cost $8.70 Unrealized

Exited Positions (106)

HDB HDFC BANK LTD SPONSORED ADS 0.1%
Value ($000) $94,559 Shares 2,587,809 Est. Cost $49.02 Unrealized
TEAM ATLASSIAN CORPORATION CL A 0.1%
Value ($000) $66,154 Shares 408,007 Est. Cost $178.64 Unrealized -36.6%
PEN PENUMBRA INC COM 0.1%
Value ($000) $45,292 Shares 145,675 Est. Cost $227.04 Unrealized +49.6%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $31,409 Shares 309,269 Est. Cost $52.98 Unrealized +93.7%
ELF E L F BEAUTY INC COM 0.0%
Value ($000) $26,777 Shares 352,150 Est. Cost $90.01 Unrealized -4.8%
EPAM EPAM SYS INC COM 0.0%
Value ($000) $26,156 Shares 127,663 Est. Cost $229.10 Unrealized -16.8%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $24,645 Shares 268,089 Est. Cost $64.64 Unrealized
TREX TREX CO INC COM 0.0%
Value ($000) $12,434 Shares 354,436 Est. Cost $54.30 Unrealized -23.1%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $9,081 Shares 81,209 Est. Cost $98.27 Unrealized +13.7%
WRBY WARBY PARKER INC CL A COM 0.0%
Value ($000) $7,947 Shares 364,724 Est. Cost $21.76 Unrealized +15.8%
CADE CADENCE BANK COM 0.0%
Value ($000) $7,378 Shares 172,211 Est. Cost $24.74 Unrealized +77.6%
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $4,803 Shares 10,767 Est. Cost $313.59 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES 0.0%
Value ($000) $4,145 Shares 28,804 Est. Cost $153.78 Unrealized -14.6%
BXP BXP INC COM 0.0%
Value ($000) $3,672 Shares 54,419 Est. Cost $54.02 Unrealized +25.5%
EXLS EXLSERVICE HOLDINGS INC COM 0.0%
Value ($000) $3,442 Shares 81,097 Est. Cost $32.45 Unrealized +12.9%
SES SES AI CORPORATION CL A COM 0.0%
Value ($000) $3,441 Shares 1,911,548 Est. Cost $1.22 Unrealized +64.2%
DT DYNATRACE INC COM NEW 0.0%
Value ($000) $3,304 Shares 76,228 Est. Cost $49.47 Unrealized -22.4%
PCH POTLATCHDELTIC CORPORATION COM 0.0%
Value ($000) $3,201 Shares 80,477 Est. Cost $43.33 Unrealized
ARRY ARRAY TECHNOLOGIES INC COM SHS 0.0%
Value ($000) $3,050 Shares 330,772 Est. Cost $8.58 Unrealized +24.2%
MOO VANECK ETF TRUST AGRIBUSINESS ETF 0.0%
Value ($000) $3,012 Shares 41,376 Est. Cost $71.30 Unrealized
XSD SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $2,715 Shares 8,441 Est. Cost $216.60 Unrealized
GH GUARDANT HEALTH INC COM 0.0%
Value ($000) $2,709 Shares 26,518 Est. Cost $89.46 Unrealized +20.1%
GRAL GRAIL INC COM 0.0%
Value ($000) $2,660 Shares 31,074 Est. Cost $86.40 Unrealized +9.2%
SHLS SHOALS TECHNOLOGIES GROUP IN CL A 0.0%
Value ($000) $2,455 Shares 288,840 Est. Cost $8.98 Unrealized +4.8%
MNDY MONDAY COM LTD SHS 0.0%
Value ($000) $2,407 Shares 16,311 Est. Cost $229.10 Unrealized -52.2%
ESTC ELASTIC N V ORD SHS 0.0%
Value ($000) $2,319 Shares 30,741 Est. Cost $100.30 Unrealized -33.3%
RBRK RUBRIK INC. CL A 0.0%
Value ($000) $2,313 Shares 30,245 Est. Cost $85.96 Unrealized -29.5%
DYN DYNE THERAPEUTICS INC COM 0.0%
Value ($000) $2,021 Shares 103,334 Est. Cost $18.94 Unrealized -9.6%
INSP INSPIRE MED SYS INC COM 0.0%
Value ($000) $2,021 Shares 21,910 Est. Cost $178.16 Unrealized -56.5%
RKT ROCKET COS INC COM CL A 0.0%
Value ($000) $1,925 Shares 99,454 Est. Cost $17.44 Unrealized +15.6%
SGI SOMNIGROUP INTERNATIONAL INC COM 0.0%
Value ($000) $1,869 Shares 20,937 Est. Cost $45.61 Unrealized +101.7%
BRBR BELLRING BRANDS INC COMMON STOCK 0.0%
Value ($000) $1,817 Shares 67,976 Est. Cost $72.10 Unrealized -69.2%
USAR USA RARE EARTH INC COM 0.0%
Value ($000) $1,765 Shares 148,354 Est. Cost $19.05 Unrealized +5.8%
PIPR PIPER SANDLER COMPANIES COM 0.0%
Value ($000) $1,764 Shares 5,192 Est. Cost $326.71 Unrealized +6.6%
VERX VERTEX INC CL A 0.0%
Value ($000) $1,741 Shares 87,178 Est. Cost $33.46 Unrealized -49.6%
IDA IDACORP INC COM 0.0%
Value ($000) $1,726 Shares 13,637 Est. Cost $124.29 Unrealized +8.4%
IFLN INVESCO EXCH TRADED FD TR II FNDMNTL HY CRP 0.0%
Value ($000) $1,628 Shares 87,529 Est. Cost $17.84 Unrealized
ADMA ADMA BIOLOGICS INC COM 0.0%
Value ($000) $1,593 Shares 87,317 Est. Cost $20.39 Unrealized -16.8%
EPI WISDOMTREE TR INDIA ERNGS FD 0.0%
Value ($000) $1,337 Shares 28,879 Est. Cost $44.70 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT ORD 0.0%
Value ($000) $1,333 Shares 7,183 Est. Cost $137.89 Unrealized +27.9%
ADT ADT INC DEL COM 0.0%
Value ($000) $1,260 Shares 156,117 Est. Cost $8.05 Unrealized -0.4%
TTI TETRA TECHNOLOGIES INC DEL COM 0.0%
Value ($000) $1,235 Shares 131,824 Est. Cost $7.72 Unrealized +42.9%
IRTC IRHYTHM TECHNOLOGIES INC COM 0.0%
Value ($000) $1,154 Shares 6,503 Est. Cost $158.94 Unrealized -0.2%
LBRT LIBERTY ENERGY INC COM CL A 0.0%
Value ($000) $1,121 Shares 60,711 Est. Cost $16.71 Unrealized +38.9%
AMCOR PLC ORD 0.0%
Value ($000) $1,007 Shares 120,767 Est. Cost $9.15 Unrealized -8.1%
RSPD INVESCO EXCHANGE TRADED FD T SP500 EQL DIS 0.0%
Value ($000) $1,002 Shares 17,572 Est. Cost $57.70 Unrealized
CVNA CARVANA CO CL A 0.0%
Value ($000) $916 Shares 2,171 Est. Cost $371.73 Unrealized +9.9%
CMA COMERICA INC COM 0.0%
Value ($000) $850 Shares 9,781 Est. Cost $48.48 Unrealized +90.3%
AVADEL PHARMACEUTICALS PLC COM SHS 0.0%
Value ($000) $818 Shares 37,950 Est. Cost $11.55 Unrealized
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.0%
Value ($000) $793 Shares 125,947 Est. Cost $7.00 Unrealized
AVLV AMERICAN CENTY ETF TR US LARGE CAP VLU 0.0%
Value ($000) $625 Shares 8,248 Est. Cost $75.77 Unrealized
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value ($000) $604 Shares 3,038 Est. Cost $202.09 Unrealized +2.0%
INVH INVITATION HOMES INC COM 0.0%
Value ($000) $601 Shares 21,612 Est. Cost $32.66 Unrealized -15.1%
HOMB HOME BANCSHARES INC COM 0.0%
Value ($000) $597 Shares 21,500 Est. Cost $25.18 Unrealized +15.1%
PINNACLE FINL PARTNERS INC COM 0.0%
Value ($000) $584 Shares 6,117 Est. Cost $96.72 Unrealized
XBNYX BLACKROCK N Y MUN INCOME TRU SH BEN INT 0.0%
Value ($000) $554 Shares 54,666 Est. Cost $10.24 Unrealized
CFLT CONFLUENT INC CLASS A COM 0.0%
Value ($000) $551 Shares 18,217 Est. Cost $22.64 Unrealized +34.7%
SPIB SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $541 Shares 16,002 Est. Cost $6.36 Unrealized
XRT SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $538 Shares 6,308 Est. Cost $85.29 Unrealized
XBFZX BLACKROCK CALIF MUN INCOME T SH BEN INT 0.0%
Value ($000) $512 Shares 47,662 Est. Cost $10.74 Unrealized
NUVEEN SP 500 BUY-WRITE INC COM 0.0%
Value ($000) $466 Shares 31,681 Est. Cost $12.64 Unrealized
XAWPX ABRDN GLOBAL PREMIER PPTYS F COM SH BEN INT 0.0%
Value ($000) $462 Shares 120,325 Est. Cost $5.26 Unrealized
BAER BRIDGER AEROSPACE GRP HLDGS COM 0.0%
Value ($000) $419 Shares 228,845 Est. Cost $2.70 Unrealized -1.8%
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value ($000) $414 Shares 14,156 Est. Cost $40.17 Unrealized -22.6%
CHWY CHEWY INC CL A 0.0%
Value ($000) $409 Shares 12,381 Est. Cost $35.95 Unrealized -18.6%
FLUT FLUTTER ENTMT PLC SHS 0.0%
Value ($000) $394 Shares 1,832 Est. Cost $288.90 Unrealized -42.4%
PLOW DOUGLAS DYNAMICS INC COM 0.0%
Value ($000) $390 Shares 11,953 Est. Cost $26.52 Unrealized +46.7%
MZTI MARZETTI COMPANY COM 0.0%
Value ($000) $371 Shares 2,255 Est. Cost $177.44 Unrealized -7.3%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $364 Shares 1,883 Est. Cost $260.19 Unrealized -26.0%
DHS WISDOMTREE TR US HIGH DIVIDEND 0.0%
Value ($000) $330 Shares 3,241 Est. Cost $67.31 Unrealized
IQLT ISHARES TR MSCI INTL QUALTY 0.0%
Value ($000) $320 Shares 7,047 Est. Cost $40.57 Unrealized
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $301 Shares 5,167 Est. Cost $55.87 Unrealized +15.1%
KRC KILROY RLTY CORP COM 0.0%
Value ($000) $294 Shares 7,874 Est. Cost $37.37 Unrealized
MKC/V MCCORMICK CO INC COM VTG 0.0%
Value ($000) $293 Shares 4,310 Est. Cost $71.38 Unrealized -6.9%
PEGA PEGASYSTEMS INC COM 0.0%
Value ($000) $272 Shares 4,555 Est. Cost $46.96 Unrealized +2.4%
HL HECLA MNG CO COM 0.0%
Value ($000) $271 Shares 14,110 Est. Cost $5.70 Unrealized +322.5%
CCC CCC INTELLIGENT SOLUTIONS HL COM 0.0%
Value ($000) $270 Shares 33,929 Est. Cost $11.11 Unrealized -37.9%
RTO RENTOKIL INITIAL PLC SPONSORED ADR 0.0%
Value ($000) $253 Shares 8,600 Est. Cost $24.00 Unrealized
ICVT ISHARES TR CONV BD ETF 0.0%
Value ($000) $253 Shares 2,569 Est. Cost $100.05 Unrealized
ESNT ESSENT GROUP LTD COM 0.0%
Value ($000) $252 Shares 3,883 Est. Cost $57.82 Unrealized +8.2%
INOD INNODATA INC COM NEW 0.0%
Value ($000) $250 Shares 4,903 Est. Cost $31.51 Unrealized +71.1%
EATON VANCE MUN INCOME 2028 SHS 0.0%
Value ($000) $236 Shares 12,600 Est. Cost $18.70 Unrealized
HCKT HACKETT GROUP INC COM 0.0%
Value ($000) $224 Shares 11,424 Est. Cost $24.56 Unrealized -28.9%
SPXL DIREXION SHS ETF TR DRX SP500BULL 0.0%
Value ($000) $222 Shares 1,007 Est. Cost $211.90 Unrealized
DYNAVAX TECHNOLOGIES CORP COM NEW 0.0%
Value ($000) $217 Shares 14,129 Est. Cost $9.92 Unrealized
PSN PARSONS CORP DEL COM 0.0%
Value ($000) $215 Shares 3,484 Est. Cost $77.35 Unrealized -12.2%
CPNG COUPANG INC CL A 0.0%
Value ($000) $215 Shares 9,111 Est. Cost $23.71 Unrealized -16.2%
TSLX SIXTH STREET SPECIALTY LENDI COM 0.0%
Value ($000) $215 Shares 9,885 Est. Cost $21.81 Unrealized -4.5%
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $213 Shares 3,606 Est. Cost $56.28 Unrealized +4.8%
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $212 Shares 1,594 Est. Cost $147.17 Unrealized -6.3%
SPAB SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $212 Shares 8,217 Est. Cost $25.75 Unrealized
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $209 Shares 2,584 Est. Cost $76.96 Unrealized -6.8%
UTZ UTZ BRANDS INC COM CL A 0.0%
Value ($000) $208 Shares 20,010 Est. Cost $15.57 Unrealized -35.0%
CDRE CADRE HLDGS INC COM 0.0%
Value ($000) $207 Shares 5,080 Est. Cost $41.45 Unrealized +1.7%
TECB ISHARES TR US TECH BRKTHR 0.0%
Value ($000) $204 Shares 3,357 Est. Cost $60.36 Unrealized
PRINCIPAL REAL ESTATE INCOME SHS BEN INT 0.0%
Value ($000) $180 Shares 17,970 Est. Cost $10.46 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value ($000) $170 Shares 13,712 Est. Cost $11.28 Unrealized +6.7%
NUVEEN DOW 30 DYNMC OVERWRT SHS 0.0%
Value ($000) $167 Shares 10,930 Est. Cost $15.26 Unrealized
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $164 Shares 200,025 Est. Cost $1.39 Unrealized -40.1%
PRGO PERRIGO CO PLC SHS 0.0%
Value ($000) $160 Shares 11,518 Est. Cost $32.61 Unrealized -55.4%
FUBO FUBOTV INC CLASS A COM SHS 0.0%
Value ($000) $159 Shares 62,938 Est. Cost $2.15 Unrealized -7.4%
LIDR AEYE INC CL A NEW 0.0%
Value ($000) $133 Shares 72,435 Est. Cost $2.40 Unrealized -23.5%
NGD NEW GOLD INC CDA COM 0.0%
Value ($000) $131 Shares 15,000 Est. Cost $1.60 Unrealized +586.7%
MBLY MOBILEYE GLOBAL INC COMMON CLASS A 0.0%
Value ($000) $122 Shares 11,700 Est. Cost $31.48 Unrealized -68.5%
ASPN ASPEN AEROGELS INC COM 0.0%
Value ($000) $32 Shares 11,344 Est. Cost $13.12 Unrealized -73.9%
UP WHEELS UP EXPERIENCE INC COM CL A 0.0%
Value ($000) $10 Shares 15,030 Est. Cost $1.23 Unrealized -41.0%

Decreased Positions (628)

GEV GE VERNOVA INC 1.9%
Value ($000) $1,198,525 (+15.3%) Shares 1,373,039 (-13.6%) Est. Cost $205.33 Unrealized +258.9%
GE GE AEROSPACE 1.5%
Value ($000) $987,601 (-10.0%) Shares 3,480,286 (-2.4%) Est. Cost $113.74 Unrealized +179.7%
NVO NOVO NORDISK A S 0.0%
Value ($000) $11,789 (-88.0%) Shares 320,799 (-83.4%) Est. Cost $69.34 Unrealized
IVV ISHARES TR 0.9%
Value ($000) $564,262 (-12.7%) Shares 863,829 (-8.5%) Est. Cost $446.09 Unrealized
SPGI SP GLOBAL INC 0.1%
Value ($000) $76,650 (-49.2%) Shares 180,209 (-37.5%) Est. Cost $328.99 Unrealized +47.5%
ABT ABBOTT LABORATORIES 0.3%
Value ($000) $178,021 (-28.8%) Shares 1,733,915 (-13.1%) Est. Cost $63.62 Unrealized +81.4%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $230,063 (+38.6%) Shares 1,356,023 (-1.7%) Est. Cost $71.31 Unrealized +94.5%
PH PARKER HANNIFIN CORP 1.2%
Value ($000) $783,649 (-7.5%) Shares 875,351 (-9.2%) Est. Cost $389.28 Unrealized +146.0%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $14,606 (-76.0%) Shares 52,563 (-73.0%) Est. Cost $269.73 Unrealized +12.5%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $42,483 (-50.6%) Shares 214,248 (-33.2%) Est. Cost $228.45 Unrealized +10.8%
SPY STATE STR SPDR SP 500 ETF T 0.6%
Value ($000) $404,660 (-8.3%) Shares 622,227 (-3.9%) Est. Cost $303.60 Unrealized
INTU INTUIT 0.1%
Value ($000) $44,098 (-43.8%) Shares 101,990 (-14.0%) Est. Cost $463.96 Unrealized +7.2%
CRM SALESFORCE INC 0.1%
Value ($000) $58,676 (-36.9%) Shares 314,328 (-10.4%) Est. Cost $205.30 Unrealized +5.1%
TSLA TESLA INC 0.2%
Value ($000) $117,770 (-22.2%) Shares 316,798 (-5.9%) Est. Cost $215.74 Unrealized +97.5%
CAT CATERPILLAR INC 0.3%
Value ($000) $217,398 (+18.0%) Shares 306,859 (-4.6%) Est. Cost $149.10 Unrealized +359.0%
BLK BLACKROCK INC 0.2%
Value ($000) $157,321 (-17.2%) Shares 163,584 (-7.9%) Est. Cost $991.05 Unrealized +10.7%
QCOM QUALCOMM INC 0.1%
Value ($000) $85,370 (-27.2%) Shares 662,914 (-3.3%) Est. Cost $97.40 Unrealized +58.0%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $96,136 (-23.9%) Shares 473,159 (-3.6%) Est. Cost $105.60 Unrealized +128.0%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $101,748 (-22.8%) Shares 207,003 (-9.0%) Est. Cost $393.99 Unrealized +45.8%
ORCL ORACLE CORP 0.1%
Value ($000) $63,749 (-31.0%) Shares 433,339 (-8.6%) Est. Cost $68.53 Unrealized +147.5%
ABBV ABBVIE INC 0.7%
Value ($000) $424,150 (-5.9%) Shares 1,950,203 (-1.2%) Est. Cost $59.37 Unrealized +274.9%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $89,349 (-22.9%) Shares 368,617 (-5.8%) Est. Cost $117.04 Unrealized +142.6%
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $10,107 (-72.1%) Shares 49,426 (-76.4%) Est. Cost $93.49 Unrealized +117.1%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $14,358 (-64.3%) Shares 57,287 (-60.8%) Est. Cost $275.29 Unrealized -8.5%
NOW SERVICENOW INC 0.1%
Value ($000) $43,263 (-37.3%) Shares 413,802 (-8.1%) Est. Cost $159.09 Unrealized -23.8%
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value ($000) $53,710 (-31.5%) Shares 330,560 (-5.9%) Est. Cost $95.94 Unrealized +106.1%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $48,046 (-33.1%) Shares 158,841 (-18.2%) Est. Cost $160.75 Unrealized +121.6%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $221,723 (-9.2%) Shares 384,148 (-3.4%) Est. Cost $332.30 Unrealized
PTC PTC INC 0.0%
Value ($000) $613 (-97.3%) Shares 4,304 (-96.7%) Est. Cost $101.34 Unrealized +58.8%
CPRT COPART INC 0.0%
Value ($000) $6,558 (-76.2%) Shares 197,528 (-72.0%) Est. Cost $38.48 Unrealized +1.8%
FISV FISERV INC 0.0%
Value ($000) $9,809 (-65.6%) Shares 175,787 (-58.6%) Est. Cost $96.96 Unrealized -34.1%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $1,607 (-92.1%) Shares 7,686 (-90.8%) Est. Cost $306.46 Unrealized -18.7%
TWLO TWILIO INC 0.0%
Value ($000) $19,541 (-47.1%) Shares 155,309 (-40.2%) Est. Cost $112.58 Unrealized +8.3%
SMTI SANARA MEDTECH INC 0.0%
Value ($000) $362 (-98.0%) Shares 21,075 (-97.2%) Est. Cost $25.82 Unrealized -16.6%
VEEV VEEVA SYS INC 0.0%
Value ($000) $25,930 (-40.1%) Shares 147,612 (-23.8%) Est. Cost $182.98 Unrealized +11.4%
IUSV ISHARES TR 0.0%
Value ($000) $12,830 (-57.4%) Shares 125,476 (-57.3%) Est. Cost $89.94 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $6,276 (-73.0%) Shares 115,055 (-70.7%) Est. Cost $44.12 Unrealized
FOUR SHIFT4 PMTS INC 0.0%
Value ($000) $276 (-98.4%) Shares 6,308 (-97.7%) Est. Cost $85.19 Unrealized -28.6%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $41,371 (-28.4%) Shares 729,907 (-27.7%) Est. Cost $54.85 Unrealized
USB US BANCORP 0.1%
Value ($000) $89,616 (-15.0%) Shares 1,723,048 (-12.8%) Est. Cost $37.30 Unrealized +51.8%
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value ($000) $14,586 (-51.7%) Shares 148,206 (-55.8%) Est. Cost $70.38 Unrealized +36.0%
CROX CROCS INC 0.0%
Value ($000) $2,510 (-86.1%) Shares 30,239 (-85.7%) Est. Cost $110.77 Unrealized -20.4%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $54,155 (-22.3%) Shares 370,212 (-5.6%) Est. Cost $40.33 Unrealized +282.3%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $57,813 (-21.0%) Shares 125,410 (-3.0%) Est. Cost $488.68 Unrealized +6.6%
DDOG DATADOG INC 0.0%
Value ($000) $12,311 (-55.0%) Shares 104,290 (-48.2%) Est. Cost $136.94 Unrealized -9.5%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $10,809 (-58.2%) Shares 172,250 (-36.4%) Est. Cost $68.01 Unrealized +26.2%
ADI ANALOG DEVICES INC 0.2%
Value ($000) $141,211 (+11.5%) Shares 443,864 (-4.9%) Est. Cost $113.81 Unrealized +177.8%
IWP ISHARES TR 0.0%
Value ($000) $31,382 (-31.6%) Shares 244,939 (-26.9%) Est. Cost $120.80 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $78,123 (-15.5%) Shares 487,293 (-3.0%) Est. Cost $140.99 Unrealized +22.1%
SLV ISHARES SILVER TR 0.0%
Value ($000) $21,700 (-39.4%) Shares 318,468 (-42.7%) Est. Cost $20.73 Unrealized
RGEN REPLIGEN CORP 0.0%
Value ($000) $20,221 (-40.0%) Shares 171,630 (-16.5%) Est. Cost $143.57 Unrealized +6.1%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $15,527 (-46.1%) Shares 39,771 (-35.3%) Est. Cost $307.83 Unrealized +40.0%
WMT WALMART INC 0.4%
Value ($000) $284,733 (+4.8%) Shares 2,291,058 (-6.0%) Est. Cost $55.30 Unrealized +120.7%
COR CENCORA INC 0.0%
Value ($000) $16,323 (-44.2%) Shares 51,961 (-40.0%) Est. Cost $197.66 Unrealized +78.6%
MDT MEDTRONIC PLC 0.1%
Value ($000) $92,273 (-12.1%) Shares 1,064,898 (-2.6%) Est. Cost $79.23 Unrealized +25.6%
MMM 3M CO 0.0%
Value ($000) $27,598 (-30.7%) Shares 190,029 (-23.6%) Est. Cost $128.23 Unrealized +27.9%
DFAC DIMENSIONAL ETF TRUST 0.3%
Value ($000) $171,529 (-6.6%) Shares 4,414,037 (-4.9%) Est. Cost $14.59 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $1,469 (-88.6%) Shares 25,160 (-85.7%) Est. Cost $58.74 Unrealized +14.4%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $28,620 (-28.3%) Shares 105,767 (-12.5%) Est. Cost $386.26 Unrealized -20.1%
ASML ASML HLDG NV 0.3%
Value ($000) $162,217 (+7.4%) Shares 122,814 (-13.0%) Est. Cost $444.94 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value ($000) $16,555 (-39.9%) Shares 15,508 (-4.8%) Est. Cost $1608.19 Unrealized -8.8%
LRCX LAM RESEARCH CORP 0.2%
Value ($000) $116,437 (+10.1%) Shares 544,962 (-11.8%) Est. Cost $75.84 Unrealized +197.9%
WING WINGSTOP INC 0.0%
Value ($000) $12,529 (-45.8%) Shares 80,845 (-16.6%) Est. Cost $301.49 Unrealized -12.3%
SYK STRYKER CORPORATION 0.2%
Value ($000) $125,392 (-7.8%) Shares 381,606 (-1.3%) Est. Cost $210.37 Unrealized +73.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $56,042 (+23.0%) Shares 92,725 (-1.5%) Est. Cost $281.23 Unrealized +113.7%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $79,400 (+14.9%) Shares 230,046 (-2.2%) Est. Cost $199.45 Unrealized +72.0%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $3,707 (-73.3%) Shares 53,489 (-56.4%) Est. Cost $59.18 Unrealized +61.8%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $7,091 (-58.9%) Shares 54,129 (-63.1%) Est. Cost $73.74 Unrealized +89.6%
NKE NIKE INC 0.1%
Value ($000) $32,881 (-23.3%) Shares 622,511 (-7.5%) Est. Cost $74.44 Unrealized -14.1%
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $22,168 (-31.0%) Shares 246,774 (-12.6%) Est. Cost $125.71 Unrealized -20.6%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $3,477 (-73.8%) Shares 31,204 (-66.0%) Est. Cost $130.42 Unrealized +2.3%
CGGO CAPITAL GROUP GBL GROWTH EQT 0.1%
Value ($000) $39,349 (-19.9%) Shares 1,179,162 (-16.8%) Est. Cost $16.13 Unrealized
ROL ROLLINS INC 0.1%
Value ($000) $33,434 (-22.5%) Shares 625,979 (-12.9%) Est. Cost $45.93 Unrealized +34.6%
BE BLOOM ENERGY CORP 0.1%
Value ($000) $37,841 (+33.9%) Shares 279,293 (-14.1%) Est. Cost $16.48 Unrealized +777.5%
XMLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $901 (-91.2%) Shares 14,301 (-91.3%) Est. Cost $50.37 Unrealized
IUSB ISHARES TR 0.1%
Value ($000) $33,188 (-22.0%) Shares 718,506 (-21.4%) Est. Cost $45.62 Unrealized
HEI HEICO CORP NEW 0.0%
Value ($000) $23,963 (-27.9%) Shares 87,394 (-14.9%) Est. Cost $129.32 Unrealized +162.1%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $16,444 (-35.9%) Shares 48,028 (-15.1%) Est. Cost $210.77 Unrealized +82.7%
CENX CENTURY ALUM CO 0.0%
Value ($000) $321 (-96.6%) Shares 5,473 (-97.7%) Est. Cost $25.73 Unrealized +88.1%
RDDT REDDIT INC 0.0%
Value ($000) $217 (-97.7%) Shares 1,615 (-96.0%) Est. Cost $210.30 Unrealized -9.8%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $18,074 (-33.3%) Shares 38,193 (-34.2%) Est. Cost $316.93 Unrealized +57.1%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $84,037 (+11.8%) Shares 641,112 (-1.6%) Est. Cost $74.03 Unrealized +62.8%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $29,777 (+41.9%) Shares 120,516 (-6.5%) Est. Cost $101.89 Unrealized +86.5%
CW CURTISS WRIGHT CORP 0.1%
Value ($000) $55,878 (+18.7%) Shares 82,038 (-4.0%) Est. Cost $513.43 Unrealized +26.7%
TCAF T ROWE PRICE ETF INC 0.2%
Value ($000) $98,165 (-8.2%) Shares 2,758,226 (-1.4%) Est. Cost $32.75 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $53,976 (-13.6%) Shares 255,631 (-13.2%) Est. Cost $124.06 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $18,077 (-31.8%) Shares 251,697 (-24.7%) Est. Cost $52.00 Unrealized +49.9%
BROS DUTCH BROS INC 0.0%
Value ($000) $24,755 (-24.5%) Shares 488,644 (-8.7%) Est. Cost $35.92 Unrealized +58.3%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $44,949 (+21.1%) Shares 273,865 (-7.1%) Est. Cost $114.80 Unrealized +3.7%
RMD RESMED INC 0.0%
Value ($000) $23,781 (-24.2%) Shares 105,940 (-18.7%) Est. Cost $193.21 Unrealized +32.5%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $92,235 (+8.9%) Shares 273,015 (-8.0%) Est. Cost $99.10 Unrealized +290.5%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $14,882 (-33.3%) Shares 301,446 (-26.1%) Est. Cost $32.45 Unrealized
KKR KKR CO INC 0.0%
Value ($000) $4,141 (-64.0%) Shares 44,765 (-50.4%) Est. Cost $105.58 Unrealized +8.7%
CSCO CISCO SYS INC 0.3%
Value ($000) $208,608 (-3.4%) Shares 2,688,589 (-4.1%) Est. Cost $35.63 Unrealized +118.6%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $22,380 (-24.6%) Shares 154,569 (-16.4%) Est. Cost $119.36 Unrealized +38.6%
MPWR MONOLITHIC PWR SYS INC 0.1%
Value ($000) $81,204 (-8.2%) Shares 74,271 (-23.9%) Est. Cost $262.51 Unrealized +320.8%
IAU ISHARES GOLD TR 0.2%
Value ($000) $118,856 (+6.5%) Shares 1,348,186 (-2.0%) Est. Cost $38.29 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,054 (-87.1%) Shares 36,247 (-87.4%) Est. Cost $28.65 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $20,910 (-25.2%) Shares 59,092 (-5.9%) Est. Cost $323.86 Unrealized +16.7%
LII LENNOX INTL INC 0.0%
Value ($000) $18,834 (-26.9%) Shares 40,579 (-23.5%) Est. Cost $507.35 Unrealized +3.8%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $11,332 (-37.4%) Shares 57,447 (-17.0%) Est. Cost $119.33 Unrealized +98.7%
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $134,111 (-4.8%) Shares 623,599 (-2.7%) Est. Cost $144.09 Unrealized
CEF SPROTT ASSET MANAGEMENT LP 0.1%
Value ($000) $51,965 (-11.3%) Shares 1,088,961 (-14.9%) Est. Cost $14.98 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $11,341 (-36.8%) Shares 46,653 (-8.9%) Est. Cost $425.80 Unrealized -31.9%
EFX EQUIFAX INC 0.0%
Value ($000) $20,274 (-24.5%) Shares 112,591 (-9.0%) Est. Cost $208.17 Unrealized -1.9%
FDN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $13,068 (-33.0%) Shares 55,841 (-23.0%) Est. Cost $136.19 Unrealized
CGBL CAPITAL GROUP CORE BALANCED 0.0%
Value ($000) $1,131 (-84.9%) Shares 32,859 (-84.5%) Est. Cost $31.22 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $3,279 (-65.9%) Shares 69,909 (-51.6%) Est. Cost $63.08 Unrealized -10.7%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $61,944 (-9.2%) Shares 304,500 (-4.4%) Est. Cost $109.45 Unrealized +102.5%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $35,328 (-15.0%) Shares 265,827 (-7.9%) Est. Cost $142.07 Unrealized
DLN WISDOMTREE TR 0.0%
Value ($000) $24,678 (-19.9%) Shares 276,256 (-21.0%) Est. Cost $77.61 Unrealized
BIL SPDR SERIES TRUST 0.1%
Value ($000) $56,311 (-9.8%) Shares 614,478 (-10.1%) Est. Cost $91.68 Unrealized
DSGX DESCARTES SYS GROUP INC 0.0%
Value ($000) $14,300 (-29.8%) Shares 199,827 (-14.0%) Est. Cost $75.74 Unrealized -0.2%
MPC MARATHON PETE CORP 0.0%
Value ($000) $18,298 (+47.9%) Shares 74,936 (-1.5%) Est. Cost $65.70 Unrealized +181.1%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $15,285 (-27.8%) Shares 337,932 (-6.8%) Est. Cost $70.45 Unrealized -28.9%
MINT PIMCO ETF TR 0.0%
Value ($000) $3,175 (-64.2%) Shares 31,568 (-64.2%) Est. Cost $100.49 Unrealized
FV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $20,741 (-21.4%) Shares 343,182 (-18.2%) Est. Cost $41.53 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $13,232 (-29.9%) Shares 125,125 (-18.5%) Est. Cost $116.97 Unrealized +14.1%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $45,860 (+13.8%) Shares 134,176 (-14.4%) Est. Cost $82.22 Unrealized +297.2%
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $48,089 (-10.4%) Shares 391,672 (-4.4%) Est. Cost $104.74 Unrealized +28.9%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $11,697 (-32.2%) Shares 105,513 (-28.0%) Est. Cost $82.59 Unrealized
CASY CASEYS GEN STORES INC 0.1%
Value ($000) $77,204 (+7.7%) Shares 106,070 (-18.2%) Est. Cost $345.44 Unrealized +82.7%
CAVA CAVA GROUP INC 0.1%
Value ($000) $38,074 (+16.4%) Shares 470,634 (-15.6%) Est. Cost $83.52 Unrealized -19.2%
ROBT FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $7,487 (-41.4%) Shares 162,192 (-34.2%) Est. Cost $45.46 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $19,625 (-21.1%) Shares 387,770 (-21.1%) Est. Cost $50.39 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $6,191 (-45.8%) Shares 22,171 (-31.5%) Est. Cost $224.84 Unrealized +33.9%
PSX PHILLIPS 66 0.0%
Value ($000) $22,371 (-18.4%) Shares 122,794 (-42.2%) Est. Cost $81.01 Unrealized +81.6%
FNV FRANCO NEV CORP 0.1%
Value ($000) $33,425 (+17.8%) Shares 135,298 (-1.2%) Est. Cost $87.95 Unrealized +179.5%
IWB ISHARES TR 0.1%
Value ($000) $81,724 (-5.8%) Shares 229,201 (-1.3%) Est. Cost $127.99 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $4,728 (-50.9%) Shares 43,381 (-46.2%) Est. Cost $131.65 Unrealized
MET METLIFE INC 0.0%
Value ($000) $12,290 (-28.4%) Shares 173,789 (-20.0%) Est. Cost $55.11 Unrealized +40.5%
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $46,671 (+11.3%) Shares 186,252 (-28.0%) Est. Cost $86.27 Unrealized +131.7%
OEF ISHARES TR 0.0%
Value ($000) $2,105 (-69.2%) Shares 6,618 (-66.8%) Est. Cost $285.53 Unrealized
FTCS FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $16,328 (-22.3%) Shares 176,024 (-22.5%) Est. Cost $55.51 Unrealized
MRSH MARSH MCLENNAN COS INC 0.1%
Value ($000) $53,364 (-8.1%) Shares 307,661 (-1.7%) Est. Cost $160.72 Unrealized +12.8%
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $33,973 (-11.8%) Shares 111,724 (-16.7%) Est. Cost $237.62 Unrealized +28.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $44,525 (-9.2%) Shares 62 (-4.6%) Est. Cost $356711.30 Unrealized +107.6%
IHDG WISDOMTREE TR 0.0%
Value ($000) $3,061 (-59.5%) Shares 63,578 (-59.1%) Est. Cost $35.67 Unrealized
TMC TMC THE METALS COMPANY INC 0.0%
Value ($000) $11,535 (-27.7%) Shares 2,470,087 (-4.5%) Est. Cost $2.08 Unrealized +235.0%
MTUM ISHARES TR 0.0%
Value ($000) $20,324 (-17.8%) Shares 84,687 (-14.3%) Est. Cost $165.15 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $138,847 (+3.3%) Shares 719,785 (-1.8%) Est. Cost $72.09 Unrealized +172.8%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $18,392 (-19.2%) Shares 120,594 (-24.5%) Est. Cost $137.09 Unrealized +8.2%
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,613 (-72.9%) Shares 28,698 (-70.9%) Est. Cost $51.62 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $6,899 (-37.9%) Shares 122,518 (-41.7%) Est. Cost $25.97 Unrealized +129.7%
ENVA ENOVA INTL INC 0.0%
Value ($000) $19,230 (-18.0%) Shares 141,571 (-5.1%) Est. Cost $52.20 Unrealized +198.8%
ILMN ILLUMINA INC 0.0%
Value ($000) $26,318 (-13.8%) Shares 213,519 (-8.2%) Est. Cost $115.83 Unrealized +16.9%
VNOM VIPER ENERGY INC 0.0%
Value ($000) $27,689 (+17.8%) Shares 589,254 (-3.2%) Est. Cost $38.10 Unrealized +7.6%
MSGS MADISON SQUARE GRDN SPRT COR 0.0%
Value ($000) $6,584 (-38.4%) Shares 20,484 (-50.4%) Est. Cost $221.18 Unrealized +29.7%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $2,717 (-59.8%) Shares 171,127 (-33.7%) Est. Cost $19.13 Unrealized +21.7%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $11,309 (-26.0%) Shares 722,621 (-17.9%) Est. Cost $10.61 Unrealized +68.7%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $61,954 (+6.8%) Shares 2,019,352 (-4.5%) Est. Cost $39.62 Unrealized
AEM AGNICO EAGLE MINES LTD 0.1%
Value ($000) $39,427 (+10.9%) Shares 194,243 (-7.3%) Est. Cost $88.44 Unrealized +132.9%
BXSL BLACKSTONE SECD LENDING FD 0.0%
Value ($000) $3,540 (-52.0%) Shares 149,449 (-46.7%) Est. Cost $19.92 Unrealized +27.8%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $29,057 (-11.5%) Shares 41,645 (-4.4%) Est. Cost $349.67 Unrealized
TKO TKO GROUP HOLDINGS INC 0.0%
Value ($000) $27,954 (-11.6%) Shares 138,624 (-8.4%) Est. Cost $180.60 Unrealized +13.8%
COHR COHERENT CORP 0.0%
Value ($000) $17,163 (+27.1%) Shares 72,049 (-1.5%) Est. Cost $137.06 Unrealized +55.7%
Q QNITY ELECTRONICS INC 0.0%
Value ($000) $13,828 (+35.7%) Shares 119,845 (-4.0%) Est. Cost $84.91 Unrealized +19.2%
PLUG PLUG PWR INC 0.0%
Value ($000) $2,450 (-59.5%) Shares 1,084,247 (-64.7%) Est. Cost $2.61 Unrealized -17.8%
DGS WISDOMTREE TR 0.0%
Value ($000) $1,249 (-74.0%) Shares 20,782 (-75.3%) Est. Cost $44.47 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $985 (-78.3%) Shares 19,855 (-80.3%) Est. Cost $40.40 Unrealized
MRK MERCK CO INC 0.2%
Value ($000) $139,908 (+2.6%) Shares 1,163,093 (-10.3%) Est. Cost $55.10 Unrealized +107.4%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $1,652 (-67.7%) Shares 109,780 (-57.8%) Est. Cost $15.71 Unrealized +3.9%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $11,170 (-23.7%) Shares 38,295 (-24.1%) Est. Cost $101.49 Unrealized +184.3%
FTSM FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $5,962 (-36.4%) Shares 99,733 (-36.2%) Est. Cost $59.56 Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $85,202 (-3.8%) Shares 1,707,796 (-3.0%) Est. Cost $50.81 Unrealized
XPO XPO INC 0.1%
Value ($000) $32,885 (+11.4%) Shares 169,033 (-22.2%) Est. Cost $132.49 Unrealized +28.6%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $12,558 (-21.1%) Shares 25,897 (-5.5%) Est. Cost $437.36 Unrealized +13.7%
INFY INFOSYS LTD 0.0%
Value ($000) $1,947 (-63.2%) Shares 144,143 (-51.5%) Est. Cost $18.02 Unrealized
GGG GRACO INC 0.0%
Value ($000) $23,159 (-12.6%) Shares 273,580 (-15.4%) Est. Cost $38.79 Unrealized +129.8%
VGLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $15,178 (-17.8%) Shares 274,197 (-17.1%) Est. Cost $57.73 Unrealized
BMI BADGER METER INC 0.0%
Value ($000) $400 (-89.1%) Shares 2,625 (-87.5%) Est. Cost $201.32 Unrealized -19.6%
BILS SPDR SERIES TRUST 0.0%
Value ($000) $1,035 (-75.6%) Shares 10,413 (-75.7%) Est. Cost $99.58 Unrealized
ECG EVERUS CONSTR GROUP 0.0%
Value ($000) $18,200 (+21.4%) Shares 154,159 (-12.0%) Est. Cost $61.82 Unrealized +55.3%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $5,886 (-35.1%) Shares 43,707 (-42.3%) Est. Cost $45.91 Unrealized +174.3%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $4,320 (-42.1%) Shares 21,192 (-42.0%) Est. Cost $133.26 Unrealized +52.0%
FNX FIRST TR EXCHANGE TRADED ALP 0.0%
Value ($000) $20,133 (-13.5%) Shares 156,988 (-15.0%) Est. Cost $47.14 Unrealized
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $31,757 (-9.0%) Shares 136,144 (-13.1%) Est. Cost $197.54 Unrealized +27.1%
ZTS ZOETIS INC 0.0%
Value ($000) $18,231 (-14.5%) Shares 154,225 (-9.0%) Est. Cost $133.77 Unrealized -5.8%
ITOT ISHARES TR 0.0%
Value ($000) $23,412 (-11.4%) Shares 164,374 (-7.5%) Est. Cost $91.39 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $3,404 (-46.3%) Shares 50,752 (-48.5%) Est. Cost $46.22 Unrealized +59.3%
NANR SPDR INDEX SHS FDS 0.0%
Value ($000) $17,348 (+20.2%) Shares 206,520 (-2.9%) Est. Cost $57.33 Unrealized
ORI OLD REP INTL CORP 0.0%
Value ($000) $13,887 (-17.3%) Shares 348,044 (-5.4%) Est. Cost $12.78 Unrealized +225.4%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $36,117 (-7.5%) Shares 125,843 (-6.9%) Est. Cost $143.38 Unrealized +108.0%
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $21,258 (-11.9%) Shares 356,975 (-11.4%) Est. Cost $58.64 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $17,725 (-13.9%) Shares 907,602 (-13.7%) Est. Cost $19.31 Unrealized
CDW CDW CORP 0.0%
Value ($000) $10,053 (-22.0%) Shares 83,065 (-12.2%) Est. Cost $58.30 Unrealized +122.9%
BURL BURLINGTON STORES INC 0.0%
Value ($000) $492 (-85.1%) Shares 1,511 (-86.8%) Est. Cost $203.71 Unrealized +49.3%
BP BP PLC 0.0%
Value ($000) $11,173 (+33.3%) Shares 237,726 (-1.5%) Est. Cost $31.32 Unrealized
CWI SPDR INDEX SHS FDS 0.0%
Value ($000) $11,597 (-19.3%) Shares 316,942 (-20.8%) Est. Cost $7.37 Unrealized
RKLB ROCKET LAB CORP 0.0%
Value ($000) $13,415 (-16.6%) Shares 208,897 (-9.4%) Est. Cost $31.21 Unrealized +154.0%
DWAS INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $366 (-87.9%) Shares 3,718 (-88.1%) Est. Cost $82.57 Unrealized
DNL WISDOMTREE TR 0.0%
Value ($000) $300 (-89.8%) Shares 7,427 (-89.5%) Est. Cost $36.61 Unrealized
MDU MDU RES GROUP INC 0.0%
Value ($000) $3,479 (-43.0%) Shares 167,919 (-46.3%) Est. Cost $10.78 Unrealized +88.9%
FTNT FORTINET INC 0.0%
Value ($000) $12,599 (-17.2%) Shares 154,174 (-19.5%) Est. Cost $66.02 Unrealized +21.1%
UL UNILEVER PLC 0.0%
Value ($000) $2,064 (-54.9%) Shares 36,238 (-48.3%) Est. Cost $65.40 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value ($000) $1,509 (-62.2%) Shares 5,156 (-54.7%) Est. Cost $397.75 Unrealized -11.6%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $50,974 (-4.6%) Shares 265,598 (-4.8%) Est. Cost $138.98 Unrealized
WSC WILLSCOT HLDGS CORP 0.0%
Value ($000) $1,907 (-55.9%) Shares 109,840 (-52.2%) Est. Cost $31.71 Unrealized -32.5%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $4,846 (-32.7%) Shares 32,128 (-2.1%) Est. Cost $163.68 Unrealized +18.8%
OKLO OKLO INC 0.0%
Value ($000) $2,407 (-49.2%) Shares 48,530 (-26.5%) Est. Cost $12.39 Unrealized +548.2%
GDX VANECK ETF TRUST 0.0%
Value ($000) $14,595 (-13.8%) Shares 159,044 (-19.4%) Est. Cost $27.05 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $18,499 (-11.2%) Shares 942,629 (-10.6%) Est. Cost $19.41 Unrealized
MCY MERCURY GENL CORP NEW 0.0%
Value ($000) $12,838 (-15.3%) Shares 145,640 (-9.6%) Est. Cost $38.92 Unrealized +130.2%
CTA SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $2,029 (-53.2%) Shares 67,126 (-57.8%) Est. Cost $27.60 Unrealized
ACI ALBERTSONS COS INC 0.0%
Value ($000) $266 (-89.4%) Shares 15,610 (-89.4%) Est. Cost $19.37 Unrealized -10.3%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $1,279 (-63.5%) Shares 7,753 (-59.9%) Est. Cost $274.58 Unrealized -37.1%
AGG ISHARES TR 0.1%
Value ($000) $38,543 (-5.4%) Shares 388,261 (-4.8%) Est. Cost $102.85 Unrealized
PIMCO DYNAMIC INCOME FD 0.0%
Value ($000) $1,209 (-64.4%) Shares 70,644 (-63.1%) Est. Cost $20.73 Unrealized
PSLV SPROTT ASSET MANAGEMENT LP 0.0%
Value ($000) $2,899 (-42.7%) Shares 118,844 (-44.4%) Est. Cost $8.65 Unrealized
F FORD MTR CO 0.0%
Value ($000) $1,549 (-58.2%) Shares 134,193 (-52.5%) Est. Cost $10.74 Unrealized +28.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $11,245 (-16.1%) Shares 140,419 (-10.7%) Est. Cost $81.05 Unrealized +1.1%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $14,063 (+17.8%) Shares 400,190 (-11.7%) Est. Cost $21.95 Unrealized +29.0%
PLUS EPLUS INC 0.0%
Value ($000) $7,592 (-21.8%) Shares 100,896 (-8.9%) Est. Cost $72.05 Unrealized +18.1%
SLB SLB LIMITED 0.0%
Value ($000) $13,617 (+18.4%) Shares 264,970 (-11.6%) Est. Cost $43.41 Unrealized +11.3%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $16,832 (+13.9%) Shares 93,401 (-2.2%) Est. Cost $113.19 Unrealized +37.0%
LMBS FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $25,649 (-7.4%) Shares 514,944 (-7.1%) Est. Cost $49.25 Unrealized
CPRI CAPRI HOLDINGS LIMITED 0.0%
Value ($000) $697 (-74.7%) Shares 39,575 (-64.9%) Est. Cost $26.84 Unrealized -14.9%
B BARRICK MNG CORP 0.0%
Value ($000) $3,190 (-39.0%) Shares 78,197 (-34.9%) Est. Cost $19.29 Unrealized +150.4%
NUVEEN CORE EQUITY ALPHA FD 0.0%
Value ($000) $7,123 (-21.8%) Shares 481,939 (-15.7%) Est. Cost $15.43 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $3,610 (-35.4%) Shares 21,378 (-35.4%) Est. Cost $147.77 Unrealized
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $1,916 (-50.3%) Shares 41,814 (-19.3%) Est. Cost $75.67 Unrealized -14.5%
C CITIGROUP INC 0.1%
Value ($000) $43,610 (-4.2%) Shares 384,533 (-1.5%) Est. Cost $51.32 Unrealized +126.4%
NRG NRG ENERGY INC 0.0%
Value ($000) $2,806 (-40.5%) Shares 19,198 (-35.1%) Est. Cost $113.81 Unrealized +39.2%
IUSG ISHARES TR 0.0%
Value ($000) $10,225 (-15.4%) Shares 65,921 (-8.4%) Est. Cost $71.01 Unrealized
ESLT ELBIT SYS LTD 0.0%
Value ($000) $6,967 (+35.7%) Shares 8,205 (-7.7%) Est. Cost $126.15 Unrealized +454.6%
STIP ISHARES TR 0.0%
Value ($000) $4,039 (-30.8%) Shares 39,049 (-31.5%) Est. Cost $91.24 Unrealized
CGCB CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $271 (-86.8%) Shares 10,321 (-86.6%) Est. Cost $26.22 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $9,115 (-15.8%) Shares 5,272 (-1.9%) Est. Cost $674.58 Unrealized +206.3%
SBUX STARBUCKS CORP 0.2%
Value ($000) $106,518 (+1.6%) Shares 1,188,947 (-4.5%) Est. Cost $57.72 Unrealized +62.2%
DOCS DOXIMITY INC 0.0%
Value ($000) $1,290 (-56.7%) Shares 55,373 (-17.7%) Est. Cost $55.79 Unrealized -37.3%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $6,771 (-19.9%) Shares 59,402 (-4.4%) Est. Cost $121.78 Unrealized +10.7%
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $245 (-87.1%) Shares 22,497 (-86.6%) Est. Cost $11.74 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $38,499 (-4.1%) Shares 227,672 (-7.5%) Est. Cost $93.54 Unrealized +90.8%
SMR NUSCALE PWR CORP 0.0%
Value ($000) $3,652 (-30.8%) Shares 336,859 (-9.5%) Est. Cost $16.67 Unrealized +3.5%
XYLD GLOBAL X FDS 0.0%
Value ($000) $12,446 (-11.4%) Shares 318,080 (-8.0%) Est. Cost $38.84 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $7,740 (-17.1%) Shares 14,808 (-4.1%) Est. Cost $367.40 Unrealized +82.3%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $2,842 (-35.0%) Shares 19,789 (-21.2%) Est. Cost $169.92 Unrealized +3.3%
DYNF BLACKROCK ETF TRUST 0.0%
Value ($000) $9,311 (-14.1%) Shares 160,046 (-10.2%) Est. Cost $49.26 Unrealized
FVD FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $39,058 (-3.7%) Shares 830,494 (-5.7%) Est. Cost $30.72 Unrealized
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $3,720 (-28.9%) Shares 17,144 (-4.9%) Est. Cost $342.02 Unrealized -27.7%
SNDK SANDISK CORP 0.0%
Value ($000) $2,455 (+155.9%) Shares 3,864 (-4.4%) Est. Cost $58.39 Unrealized +784.5%
MASI MASIMO CORP 0.0%
Value ($000) $2,524 (-36.7%) Shares 14,192 (-53.7%) Est. Cost $163.35 Unrealized -11.1%
RMBS RAMBUS INC DEL 0.0%
Value ($000) $2,072 (-41.3%) Shares 24,090 (-37.3%) Est. Cost $54.31 Unrealized +92.8%
IHAK ISHARES TR 0.0%
Value ($000) $1,280 (-53.1%) Shares 29,315 (-48.3%) Est. Cost $44.57 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $18,186 (-7.3%) Shares 47,433 (-12.9%) Est. Cost $243.49 Unrealized
ARKG ARK ETF TR 0.0%
Value ($000) $1,941 (-42.4%) Shares 73,467 (-36.8%) Est. Cost $28.75 Unrealized
MTSI MACOM TECH SOLUTIONS HLDGS I 0.0%
Value ($000) $2,270 (-38.6%) Shares 10,224 (-52.6%) Est. Cost $116.84 Unrealized +89.1%
ARKK ARK ETF TR 0.0%
Value ($000) $1,613 (-46.9%) Shares 23,868 (-39.5%) Est. Cost $70.35 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $6,658 (-17.6%) Shares 106,226 (-6.1%) Est. Cost $54.26 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $6,983 (-16.5%) Shares 38,489 (-8.1%) Est. Cost $115.59 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $8,081 (-14.5%) Shares 87,132 (-13.2%) Est. Cost $64.11 Unrealized
TTAN SERVICETITAN INC 0.0%
Value ($000) $1,229 (-52.7%) Shares 19,369 (-20.6%) Est. Cost $109.72 Unrealized -26.4%
CWEN CLEARWAY ENERGY INC 0.0%
Value ($000) $10,307 (+15.0%) Shares 262,328 (-2.7%) Est. Cost $21.73 Unrealized +68.8%
TTD THE TRADE DESK INC 0.0%
Value ($000) $1,809 (-42.3%) Shares 79,708 (-3.5%) Est. Cost $64.00 Unrealized -51.2%
COWG PACER FDS TR 0.0%
Value ($000) $5,087 (-20.3%) Shares 150,777 (-16.9%) Est. Cost $32.41 Unrealized
JCI JOHNSON CONTROLS INTERNATION 0.0%
Value ($000) $25,900 (+5.2%) Shares 197,788 (-3.8%) Est. Cost $65.41 Unrealized +92.7%
EMB ISHARES TR 0.0%
Value ($000) $5,757 (-18.1%) Shares 61,286 (-16.1%) Est. Cost $94.86 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $225 (-85.0%) Shares 1,505 (-79.8%) Est. Cost $151.64 Unrealized -0.9%
INFL LISTED FDS TR 0.0%
Value ($000) $3,921 (-24.1%) Shares 75,314 (-35.2%) Est. Cost $38.64 Unrealized
QQEW FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $6,217 (-16.7%) Shares 48,965 (-6.7%) Est. Cost $101.73 Unrealized
QYLD GLOBAL X FDS 0.0%
Value ($000) $1,729 (-41.4%) Shares 100,806 (-39.7%) Est. Cost $17.09 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $4,444 (-21.6%) Shares 10,186 (-8.2%) Est. Cost $354.30 Unrealized +38.2%
HQY HEALTHEQUITY INC 0.0%
Value ($000) $2,304 (-34.2%) Shares 27,569 (-27.9%) Est. Cost $96.44 Unrealized -13.8%
SR SPIRE INC 0.0%
Value ($000) $6,628 (-15.2%) Shares 73,210 (-22.6%) Est. Cost $66.62 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $1,616 (-41.6%) Shares 12,440 (-3.5%) Est. Cost $207.39 Unrealized -16.8%
GIS GENERAL MILLS INC 0.0%
Value ($000) $2,095 (-35.3%) Shares 56,293 (-19.1%) Est. Cost $47.31 Unrealized -3.9%
EQH EQUITABLE HLDGS INC 0.0%
Value ($000) $2,559 (-29.7%) Shares 68,962 (-9.7%) Est. Cost $51.18 Unrealized -10.9%
RES RPC INC 0.0%
Value ($000) $874 (-54.5%) Shares 123,499 (-65.1%) Est. Cost $7.30 Unrealized -18.2%
KBE SPDR SERIES TRUST 0.0%
Value ($000) $1,027 (-50.0%) Shares 17,252 (-49.1%) Est. Cost $53.79 Unrealized
GLDM WORLD GOLD TR 0.0%
Value ($000) $27,237 (-3.6%) Shares 293,852 (-11.2%) Est. Cost $40.21 Unrealized
PL PLANET LABS PBC 0.0%
Value ($000) $15,668 (-6.1%) Shares 560,562 (-33.8%) Est. Cost $5.87 Unrealized +313.5%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $9,052 (-10.1%) Shares 93,828 (-5.9%) Est. Cost $99.37 Unrealized +3.7%
COCO VITA COCO CO INC 0.0%
Value ($000) $4,252 (-19.2%) Shares 88,742 (-10.6%) Est. Cost $21.76 Unrealized +151.5%
BOOT BOOT BARN HLDGS INC 0.0%
Value ($000) $2,865 (-25.7%) Shares 19,574 (-10.4%) Est. Cost $93.50 Unrealized +103.9%
PCAR PACCAR INC 0.2%
Value ($000) $105,354 (+0.9%) Shares 912,155 (-4.3%) Est. Cost $41.22 Unrealized +198.4%
VALE VALE S A 0.0%
Value ($000) $5,793 (+20.3%) Shares 364,139 (-1.5%) Est. Cost $13.03 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $1,231 (-44.1%) Shares 7,099 (-17.4%) Est. Cost $397.40 Unrealized -43.8%
SHEL SHELL PLC 0.0%
Value ($000) $6,811 (+16.5%) Shares 73,233 (-8.0%) Est. Cost $35.62 Unrealized
MGC VANGUARD WORLD FD 0.0%
Value ($000) $11,151 (-7.8%) Shares 47,180 (-2.0%) Est. Cost $95.27 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $5,481 (-14.6%) Shares 87,765 (-18.5%) Est. Cost $46.19 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $772 (-54.7%) Shares 4,213 (-56.5%) Est. Cost $179.08 Unrealized +2.3%
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $5,084 (-15.1%) Shares 38,589 (-8.6%) Est. Cost $125.00 Unrealized +7.5%
TARS TARSUS PHARMACEUTICALS INC 0.0%
Value ($000) $2,945 (-23.4%) Shares 41,977 (-10.6%) Est. Cost $29.20 Unrealized +138.7%
SIL GLOBAL X FDS 0.0%
Value ($000) $18,759 (+5.0%) Shares 208,247 (-2.7%) Est. Cost $42.11 Unrealized
CBRE CBRE GROUP INC 0.0%
Value ($000) $4,227 (-17.3%) Shares 31,208 (-1.9%) Est. Cost $86.47 Unrealized +86.7%
AMJB JPMORGAN CHASE FINL CO LLC 0.0%
Value ($000) $9,260 (+10.6%) Shares 267,872 (-4.3%) Est. Cost $28.99 Unrealized
UUUU ENERGY FUELS INC 0.0%
Value ($000) $7,111 (-11.0%) Shares 389,667 (-29.1%) Est. Cost $4.80 Unrealized +350.2%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $37,931 (-2.3%) Shares 816,413 (-1.5%) Est. Cost $28.42 Unrealized +80.4%
VIS VANGUARD WORLD FD 0.0%
Value ($000) $2,028 (-30.2%) Shares 6,495 (-33.3%) Est. Cost $159.16 Unrealized
QTEC FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $10,309 (-7.8%) Shares 47,729 (-1.7%) Est. Cost $132.03 Unrealized
FTI TECHNIPFMC PLC 0.0%
Value ($000) $3,386 (+34.1%) Shares 48,982 (-13.5%) Est. Cost $27.22 Unrealized +107.0%
DIA STATE STR SPDR DOW JONES IND 0.0%
Value ($000) $15,239 (-5.3%) Shares 32,900 (-1.7%) Est. Cost $278.14 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $9,984 (-7.8%) Shares 84,157 (-9.8%) Est. Cost $43.54 Unrealized +175.9%
NVS NOVARTIS AG 0.0%
Value ($000) $10,267 (+8.9%) Shares 67,212 (-1.7%) Est. Cost $92.33 Unrealized
HYMB SPDR SERIES TRUST 0.0%
Value ($000) $4,656 (-15.2%) Shares 187,724 (-14.7%) Est. Cost $25.13 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $1,402 (-37.2%) Shares 42,191 (-31.5%) Est. Cost $28.69 Unrealized
CGDG CAPITAL GROUP DIVIDEND GROWE 0.0%
Value ($000) $5,263 (-13.5%) Shares 146,603 (-14.1%) Est. Cost $31.12 Unrealized
ILCG ISHARES TR 0.0%
Value ($000) $303 (-73.0%) Shares 3,178 (-70.6%) Est. Cost $96.59 Unrealized
CSGP COSTAR GROUP INC 0.0%
Value ($000) $433 (-65.3%) Shares 10,736 (-42.1%) Est. Cost $79.70 Unrealized -28.6%
TER TERADYNE INC 0.0%
Value ($000) $6,359 (+14.4%) Shares 21,450 (-25.3%) Est. Cost $112.24 Unrealized +136.9%
MUR MURPHY OIL CORP 0.0%
Value ($000) $4,207 (+23.4%) Shares 101,989 (-6.5%) Est. Cost $19.46 Unrealized +63.2%
WAFD WAFD INC 0.0%
Value ($000) $6,284 (-11.3%) Shares 200,139 (-9.5%) Est. Cost $20.46 Unrealized +59.0%
TECH BIO TECHNE CORP 0.0%
Value ($000) $3,495 (-17.9%) Shares 66,869 (-7.6%) Est. Cost $68.35 Unrealized -6.3%
CMI CUMMINS INC 0.0%
Value ($000) $20,122 (+3.8%) Shares 37,401 (-1.5%) Est. Cost $232.00 Unrealized +148.1%
NEM NEWMONT CORP 0.1%
Value ($000) $53,802 (-1.3%) Shares 497,016 (-9.0%) Est. Cost $36.92 Unrealized +219.9%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $2,733 (-21.2%) Shares 6,149 (-13.0%) Est. Cost $197.70 Unrealized +153.0%
RSPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $3,262 (+27.9%) Shares 29,795 (-7.0%) Est. Cost $46.49 Unrealized
HCAT HEALTH CATALYST INC 0.0%
Value ($000) $470 (-60.1%) Shares 370,309 (-25.0%) Est. Cost $3.42 Unrealized -37.6%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $28,738 (+2.5%) Shares 626,228 (-4.7%) Est. Cost $54.99 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $1,687 (-29.1%) Shares 20,488 (-11.4%) Est. Cost $128.08 Unrealized -8.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $1,520 (-30.9%) Shares 24,782 (-6.5%) Est. Cost $70.18 Unrealized +9.4%
IWM ISHARES TR 0.2%
Value ($000) $143,892 (-0.5%) Shares 580,208 (-1.2%) Est. Cost $153.92 Unrealized
TTWO TAKE TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $369 (-64.1%) Shares 1,869 (-53.4%) Est. Cost $215.99 Unrealized +4.2%
DEO DIAGEO PLC 0.0%
Value ($000) $3,625 (-15.3%) Shares 48,696 (-1.9%) Est. Cost $121.56 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $8,214 (-7.4%) Shares 148,698 (-4.9%) Est. Cost $54.32 Unrealized
KNF KNIFE RIVER CORP 0.0%
Value ($000) $8,224 (+8.5%) Shares 100,722 (-6.5%) Est. Cost $62.17 Unrealized +27.1%
EBAY EBAY INC. 0.0%
Value ($000) $2,566 (-19.9%) Shares 28,192 (-23.4%) Est. Cost $45.01 Unrealized +98.4%
ENB ENBRIDGE INC 0.0%
Value ($000) $10,671 (+6.3%) Shares 197,101 (-6.1%) Est. Cost $32.38 Unrealized +50.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $43,966 (+1.5%) Shares 265,912 (-1.6%) Est. Cost $75.17 Unrealized +134.0%
MTDR MATADOR RES CO 0.0%
Value ($000) $2,658 (+31.1%) Shares 42,064 (-11.9%) Est. Cost $58.06 Unrealized -21.8%
ALHC ALIGNMENT HEALTHCARE INC 0.0%
Value ($000) $3,013 (-17.3%) Shares 171,014 (-7.3%) Est. Cost $15.48 Unrealized +38.5%
CCL CARNIVAL CORP 0.0%
Value ($000) $2,874 (-17.3%) Shares 111,033 (-2.4%) Est. Cost $23.16 Unrealized +34.0%
DVY ISHARES TR 0.1%
Value ($000) $36,778 (+1.6%) Shares 242,901 (-5.3%) Est. Cost $103.13 Unrealized
GKOS GLAUKOS CORP 0.0%
Value ($000) $5,685 (-9.2%) Shares 52,801 (-4.7%) Est. Cost $74.86 Unrealized +55.1%
ADVENT CONV INCOME FD 0.0%
Value ($000) $3,200 (-15.0%) Shares 286,777 (-4.5%) Est. Cost $12.13 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $4,362 (+14.6%) Shares 42,707 (-6.9%) Est. Cost $45.62 Unrealized +82.5%
ACWI ISHARES TR 0.0%
Value ($000) $3,049 (-15.2%) Shares 22,032 (-13.3%) Est. Cost $116.89 Unrealized
COWZ PACER FDS TR 0.1%
Value ($000) $62,213 (-0.9%) Shares 994,456 (-4.7%) Est. Cost $47.07 Unrealized
ASTS AST SPACEMOBILE INC 0.0%
Value ($000) $6,814 (+8.6%) Shares 82,226 (-4.8%) Est. Cost $37.01 Unrealized +165.1%
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $1,845 (-22.5%) Shares 164,300 (-19.7%) Est. Cost $11.64 Unrealized
INSM INSMED INC 0.0%
Value ($000) $2,892 (-15.6%) Shares 17,688 (-10.1%) Est. Cost $76.46 Unrealized +108.0%
EZM WISDOMTREE TR 0.0%
Value ($000) $21,700 (-2.3%) Shares 322,814 (-3.0%) Est. Cost $22.90 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $5,464 (-8.6%) Shares 315,485 (-30.0%) Est. Cost $13.06 Unrealized
NTRA NATERA INC 0.0%
Value ($000) $2,106 (-18.9%) Shares 10,531 (-7.1%) Est. Cost $157.58 Unrealized +43.3%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $2,044 (-19.3%) Shares 30,043 (-1.0%) Est. Cost $43.95 Unrealized +73.5%
SONY SONY GROUP CORP 0.0%
Value ($000) $286 (-62.4%) Shares 13,823 (-53.5%) Est. Cost $26.32 Unrealized
BLD TOPBUILD COR 0.0%
Value ($000) $844 (-35.6%) Shares 2,402 (-23.5%) Est. Cost $428.74 Unrealized +14.7%
DRS LEONARDO DRS INC 0.0%
Value ($000) $2,659 (+20.6%) Shares 59,720 (-7.7%) Est. Cost $21.58 Unrealized +85.9%
NSA NATIONAL STORAGE AFFILIATES 0.0%
Value ($000) $2,735 (+19.6%) Shares 72,468 (-10.6%) Est. Cost $45.56 Unrealized
TRMB TRIMBLE INC 0.0%
Value ($000) $1,743 (-20.2%) Shares 26,719 (-4.1%) Est. Cost $72.23 Unrealized -1.7%
CIEN CIENA CORP 0.0%
Value ($000) $1,218 (+52.8%) Shares 3,137 (-8.0%) Est. Cost $56.79 Unrealized +377.1%
AES AES CORP 0.0%
Value ($000) $571 (-41.9%) Shares 40,511 (-40.8%) Est. Cost $15.59 Unrealized -2.9%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $8,090 (-4.8%) Shares 261,301 (-7.5%) Est. Cost $33.04 Unrealized
TR TOOTSIE ROLL INDS INC 0.0%
Value ($000) $363 (-52.8%) Shares 8,507 (-59.5%) Est. Cost $29.83 Unrealized +29.9%
LEN LENNAR CORP 0.0%
Value ($000) $1,226 (-24.7%) Shares 14,118 (-10.8%) Est. Cost $131.45 Unrealized -12.9%
SOXX ISHARES TR 0.0%
Value ($000) $6,967 (+6.1%) Shares 21,198 (-2.8%) Est. Cost $232.97 Unrealized
XPEL XPEL INC 0.0%
Value ($000) $1,527 (-20.7%) Shares 34,501 (-10.5%) Est. Cost $41.80 Unrealized +25.4%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $3,309 (+13.6%) Shares 65,753 (-17.3%) Est. Cost $45.77 Unrealized -12.1%
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $4,571 (-7.8%) Shares 15,488 (-3.5%) Est. Cost $249.63 Unrealized
ALM ALMONTY INDS INC 0.0%
Value ($000) $2,535 (+17.6%) Shares 175,092 (-28.5%) Est. Cost $7.35 Unrealized +61.7%
DTE DTE ENERGY CO 0.0%
Value ($000) $4,755 (+8.6%) Shares 32,518 (-4.2%) Est. Cost $102.77 Unrealized +33.1%
DGRW WISDOMTREE TR 0.0%
Value ($000) $7,616 (-4.7%) Shares 86,701 (-3.0%) Est. Cost $66.39 Unrealized
TNGY TORTOISE CAPITAL SERIES TRUS 0.0%
Value ($000) $6,617 (+5.8%) Shares 634,447 (-8.3%) Est. Cost $9.17 Unrealized
MP MP MATERIALS CORP 0.0%
Value ($000) $5,798 (-5.6%) Shares 120,141 (-1.2%) Est. Cost $26.77 Unrealized +130.6%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $4,530 (-7.0%) Shares 148,524 (-9.7%) Est. Cost $30.54 Unrealized
FTXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $4,195 (+8.8%) Shares 28,447 (-4.4%) Est. Cost $113.39 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $538 (-38.5%) Shares 14,321 (-32.4%) Est. Cost $36.94 Unrealized +28.2%
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $3,292 (-9.2%) Shares 54,804 (-2.9%) Est. Cost $66.05 Unrealized -3.5%
GSK GSK PLC 0.0%
Value ($000) $1,316 (-20.0%) Shares 23,839 (-28.9%) Est. Cost $38.55 Unrealized
ENVX ENOVIX CORPORATION 0.0%
Value ($000) $479 (-40.1%) Shares 92,478 (-15.5%) Est. Cost $12.69 Unrealized -45.0%
DG DOLLAR GEN CORP 0.0%
Value ($000) $1,352 (-19.1%) Shares 11,383 (-9.6%) Est. Cost $194.35 Unrealized -24.0%
QQXT FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $705 (-31.2%) Shares 7,221 (-29.9%) Est. Cost $95.46 Unrealized
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $3,574 (+9.8%) Shares 35,475 (-3.4%) Est. Cost $73.89 Unrealized +26.5%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $2,220 (-12.4%) Shares 5,445 (-4.5%) Est. Cost $182.24 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $3,229 (+10.6%) Shares 35,728 (-10.1%) Est. Cost $57.12 Unrealized +37.5%
RIVERNORTH DOUBLELINE STRATE 0.0%
Value ($000) $948 (-24.3%) Shares 123,619 (-21.6%) Est. Cost $5.86 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $1,600 (-16.0%) Shares 36,507 (-15.0%) Est. Cost $34.10 Unrealized
PSMT PRICESMART INC 0.0%
Value ($000) $1,755 (+20.3%) Shares 11,662 (-2.0%) Est. Cost $91.00 Unrealized +58.6%
CELH CELSIUS HLDGS INC 0.0%
Value ($000) $826 (-26.3%) Shares 23,277 (-5.0%) Est. Cost $56.94 Unrealized -11.0%
LKQ LKQ CORP 0.0%
Value ($000) $1,312 (-18.1%) Shares 44,685 (-15.8%) Est. Cost $44.20 Unrealized -24.8%
IVZ INVESCO LTD 0.0%
Value ($000) $2,460 (-10.5%) Shares 101,291 (-3.2%) Est. Cost $18.63 Unrealized +47.3%
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2,714 (-9.6%) Shares 28,974 (-6.5%) Est. Cost $70.27 Unrealized
PWB INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $10,917 (-2.6%) Shares 86,688 (-1.6%) Est. Cost $46.98 Unrealized
CR CRANE COMPANY 0.0%
Value ($000) $2,947 (-8.8%) Shares 17,235 (-1.7%) Est. Cost $100.07 Unrealized +98.1%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $230 (-55.4%) Shares 3,199 (-34.9%) Est. Cost $96.82 Unrealized +15.6%
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $3,527 (-7.3%) Shares 32,128 (-3.9%) Est. Cost $83.55 Unrealized
TEX TEREX CORP NEW 0.0%
Value ($000) $3,398 (+8.8%) Shares 57,496 (-1.7%) Est. Cost $43.29 Unrealized +44.0%
KAI KADANT INC 0.0%
Value ($000) $3,121 (-8.0%) Shares 10,676 (-10.3%) Est. Cost $212.68 Unrealized +52.3%
COO COOPER COS INC 0.0%
Value ($000) $508 (-34.8%) Shares 7,105 (-25.3%) Est. Cost $85.86 Unrealized -4.3%
CLF CLEVELAND CLIFFS INC NEW 0.0%
Value ($000) $300 (-47.4%) Shares 35,530 (-17.4%) Est. Cost $15.09 Unrealized -14.8%
FSS FEDERAL SIGNAL CORP 0.0%
Value ($000) $3,275 (-7.6%) Shares 30,284 (-7.2%) Est. Cost $80.70 Unrealized +42.7%
RPRX ROYALTY PHARMA PLC 0.0%
Value ($000) $959 (-21.9%) Shares 20,000 (-37.1%) Est. Cost $26.52 Unrealized +59.5%
SOCL GLOBAL X FDS 0.0%
Value ($000) $207 (-56.4%) Shares 4,783 (-44.4%) Est. Cost $53.67 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $7,902 (-3.2%) Shares 38,109 (-2.8%) Est. Cost $95.22 Unrealized +113.1%
MCHB MECHANICS BANCORP 0.0%
Value ($000) $220 (-53.7%) Shares 14,903 (-54.1%) Est. Cost $13.58 Unrealized +10.4%
GLD SPDR GOLD TR 0.2%
Value ($000) $101,645 (+0.2%) Shares 236,225 (-7.7%) Est. Cost $157.27 Unrealized
ONON ON HLDG AG 0.0%
Value ($000) $644 (-27.9%) Shares 18,925 (-1.5%) Est. Cost $46.32 Unrealized +0.0%
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $159 (-60.8%) Shares 28,596 (-55.7%) Est. Cost $6.51 Unrealized
FYX FIRST TR EXCHANGE TRADED ALP 0.0%
Value ($000) $3,699 (-6.2%) Shares 30,988 (-11.1%) Est. Cost $80.65 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2,168 (-10.1%) Shares 13,649 (-4.7%) Est. Cost $122.35 Unrealized
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value ($000) $456 (-34.5%) Shares 19,766 (-43.3%) Est. Cost $21.52 Unrealized -2.7%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $694 (-25.0%) Shares 10,625 (-8.9%) Est. Cost $60.70 Unrealized +29.1%
SPMO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $790 (-22.2%) Shares 7,050 (-17.2%) Est. Cost $111.47 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $2,689 (-7.7%) Shares 97,934 (-3.1%) Est. Cost $15.17 Unrealized +86.1%
BAX BAXTER INTL INC 0.0%
Value ($000) $743 (-23.1%) Shares 44,246 (-12.6%) Est. Cost $42.74 Unrealized -52.1%
AZO AUTOZONE INC 0.0%
Value ($000) $4,425 (-4.8%) Shares 1,310 (-4.4%) Est. Cost $2096.98 Unrealized +72.9%
HEI/A HEICO CORP NEW 0.0%
Value ($000) $743 (-22.7%) Shares 3,520 (-7.5%) Est. Cost $147.56 Unrealized +75.8%
NUVEEN REAL ASSET INCOME G 0.0%
Value ($000) $211 (-50.7%) Shares 17,137 (-45.4%) Est. Cost $13.82 Unrealized
AIZ ASSURANT INC 0.0%
Value ($000) $1,356 (-13.7%) Shares 6,225 (-4.6%) Est. Cost $115.37 Unrealized +101.2%
AUR AURORA INNOVATION INC 0.0%
Value ($000) $44 (-83.0%) Shares 10,650 (-84.2%) Est. Cost $4.82 Unrealized -7.1%
GEF GREIF INC 0.0%
Value ($000) $1,263 (-14.4%) Shares 18,830 (-13.6%) Est. Cost $49.22 Unrealized +47.8%
RY ROYAL BK CDA 0.0%
Value ($000) $1,855 (-10.1%) Shares 11,467 (-5.3%) Est. Cost $87.01 Unrealized +95.3%
PREF PRINCIPAL EXCHANGE TRADED FD 0.0%
Value ($000) $4,541 (-4.3%) Shares 241,299 (-3.1%) Est. Cost $19.63 Unrealized
CARY ANGEL OAK FUNDS TRUST 0.0%
Value ($000) $11,297 (-1.8%) Shares 543,828 (-1.5%) Est. Cost $20.75 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $1,288 (-13.6%) Shares 111,977 (-9.7%) Est. Cost $8.30 Unrealized
VDE VANGUARD WORLD FD 0.0%
Value ($000) $912 (+28.6%) Shares 5,269 (-6.4%) Est. Cost $71.39 Unrealized
CORP PIMCO ETF TR 0.0%
Value ($000) $2,471 (-7.4%) Shares 25,532 (-6.4%) Est. Cost $71.16 Unrealized
KNSA KINIKSA PHARMACEUTICALS INTL 0.0%
Value ($000) $1,938 (+11.2%) Shares 40,249 (-4.7%) Est. Cost $25.46 Unrealized +69.6%
FTSL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $522 (-27.2%) Shares 11,644 (-25.5%) Est. Cost $47.06 Unrealized
WMS ADVANCED DRAIN SYS INC DEL 0.0%
Value ($000) $2,659 (-6.8%) Shares 19,391 (-1.6%) Est. Cost $117.74 Unrealized +36.9%
ALLY ALLY FINL INC 0.0%
Value ($000) $757 (-19.9%) Shares 19,301 (-7.5%) Est. Cost $35.30 Unrealized +21.0%
AKRE PROFESIONALLY MANAGED PORTFO 0.0%
Value ($000) $431 (-30.0%) Shares 8,155 (-13.3%) Est. Cost $65.51 Unrealized
VIRT VIRTU FINL INC 0.0%
Value ($000) $1,163 (+18.8%) Shares 26,441 (-10.0%) Est. Cost $40.35 Unrealized -7.3%
NUSC NUSHARES ETF TR 0.0%
Value ($000) $259 (-41.5%) Shares 5,757 (-42.1%) Est. Cost $37.52 Unrealized
LMAT LEMAITRE VASCULAR INC 0.0%
Value ($000) $744 (+32.4%) Shares 6,819 (-1.7%) Est. Cost $50.87 Unrealized +71.3%
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $1,034 (-15.0%) Shares 19,523 (-3.0%) Est. Cost $38.32 Unrealized +60.5%
ILCV ISHARES TR 0.0%
Value ($000) $2,275 (-7.3%) Shares 24,421 (-6.1%) Est. Cost $81.42 Unrealized
GSY INVESCO ACTIVELY MANAGED EXC 0.0%
Value ($000) $1,267 (-12.4%) Shares 25,278 (-12.1%) Est. Cost $50.03 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $548 (-24.5%) Shares 4,772 (-24.8%) Est. Cost $98.36 Unrealized
ELLSWORTH GROWTH INCOME FD 0.0%
Value ($000) $1,507 (-10.6%) Shares 135,153 (-6.7%) Est. Cost $9.64 Unrealized
SSNC SSC TECH HLDGS 0.0%
Value ($000) $539 (-24.1%) Shares 7,981 (-1.8%) Est. Cost $73.84 Unrealized +8.4%
SKY CHAMPION HOMES INC 0.0%
Value ($000) $796 (-17.6%) Shares 10,702 (-6.3%) Est. Cost $84.13 Unrealized +7.3%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $400 (-29.8%) Shares 1,922 (-24.2%) Est. Cost $159.16 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $1,794 (-8.6%) Shares 68,675 (-5.1%) Est. Cost $17.25 Unrealized +68.0%
O REALTY INCOME CORP 0.0%
Value ($000) $4,256 (+4.1%) Shares 69,571 (-4.1%) Est. Cost $48.67 Unrealized +17.8%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $333 (-32.4%) Shares 8,548 (-13.2%) Est. Cost $68.31 Unrealized -16.8%
BOND PIMCO ETF TR 0.0%
Value ($000) $4,069 (-3.8%) Shares 44,095 (-2.9%) Est. Cost $92.79 Unrealized
ICF ISHARES TR 0.0%
Value ($000) $4,507 (-3.4%) Shares 72,823 (-6.9%) Est. Cost $62.92 Unrealized
AVUS AMERICAN CENTY ETF TR 0.0%
Value ($000) $751 (-17.4%) Shares 6,752 (-17.0%) Est. Cost $94.84 Unrealized
VTES VANGUARD WELLINGTON FD 0.0%
Value ($000) $244 (-38.5%) Shares 2,413 (-38.3%) Est. Cost $101.58 Unrealized
VOYA GLBL ADV PREM OPP FD 0.0%
Value ($000) $742 (-17.1%) Shares 77,601 (-15.7%) Est. Cost $9.82 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $395 (-27.9%) Shares 2,857 (-26.5%) Est. Cost $111.93 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $433 (-26.1%) Shares 5,324 (-19.2%) Est. Cost $106.37 Unrealized -16.6%
CRH CRH PLC 0.0%
Value ($000) $716 (-17.3%) Shares 6,808 (-1.9%) Est. Cost $79.52 Unrealized +56.4%
MUNI PIMCO ETF TR 0.0%
Value ($000) $5,408 (-2.7%) Shares 103,628 (-2.3%) Est. Cost $52.46 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP 0.0%
Value ($000) $979 (+17.9%) Shares 15,068 (-4.9%) Est. Cost $38.78 Unrealized
EQNR EQUINOR ASA 0.0%
Value ($000) $352 (+71.6%) Shares 8,332 (-3.9%) Est. Cost $23.63 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $2,572 (+6.0%) Shares 32,381 (-1.4%) Est. Cost $58.87 Unrealized +31.1%
IVOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $687 (-17.0%) Shares 6,007 (-18.9%) Est. Cost $101.52 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $336 (-29.3%) Shares 5,228 (-26.3%) Est. Cost $80.65 Unrealized -17.0%
ZWS ZURN ELKAY WATER SOLNS CORP 0.0%
Value ($000) $2,533 (-5.2%) Shares 56,482 (-1.7%) Est. Cost $31.10 Unrealized +55.9%
IAI ISHARES TR 0.0%
Value ($000) $1,205 (-10.4%) Shares 7,339 (-2.1%) Est. Cost $116.93 Unrealized
CLS CELESTICA INC 0.0%
Value ($000) $428 (-24.5%) Shares 1,519 (-20.7%) Est. Cost $89.44 Unrealized +236.5%
AN AUTONATION INC 0.0%
Value ($000) $1,325 (-9.2%) Shares 6,785 (-4.0%) Est. Cost $180.54 Unrealized +16.0%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $3,666 (-3.5%) Shares 27,110 (-1.6%) Est. Cost $63.26 Unrealized +116.2%
KKR INCOME OPPORTUNITIES FD 0.0%
Value ($000) $915 (-12.6%) Shares 83,144 (-7.9%) Est. Cost $12.00 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $5,464 (-2.3%) Shares 56,927 (-2.4%) Est. Cost $64.44 Unrealized +48.8%
IYR ISHARES TR 0.0%
Value ($000) $1,934 (-6.2%) Shares 20,453 (-6.9%) Est. Cost $89.27 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $388 (-24.3%) Shares 6,450 (-23.1%) Est. Cost $58.04 Unrealized
CACI CACI INTL INC 0.0%
Value ($000) $2,024 (-5.8%) Shares 3,722 (-7.7%) Est. Cost $386.81 Unrealized +55.9%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $219 (-36.1%) Shares 2,007 (-23.9%) Est. Cost $105.23 Unrealized
ENSG ENSIGN GROUP INC 0.0%
Value ($000) $1,056 (+13.2%) Shares 5,241 (-2.1%) Est. Cost $88.85 Unrealized +112.4%
CC CHEMOURS CO 0.0%
Value ($000) $276 (+78.8%) Shares 12,548 (-4.3%) Est. Cost $14.50 Unrealized +14.6%
FLOT ISHARES TR 0.0%
Value ($000) $8,170 (-1.4%) Shares 160,359 (-1.6%) Est. Cost $50.17 Unrealized
CHD CHURCH DWIGHT CO INC 0.0%
Value ($000) $2,647 (-4.2%) Shares 28,364 (-14.0%) Est. Cost $86.17 Unrealized +10.0%
NXG NEXTGEN INFRASTR INCM FD 0.0%
Value ($000) $1,652 (+7.5%) Shares 30,082 (-1.2%) Est. Cost $43.06 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $6,727 (-1.7%) Shares 67,152 (-2.3%) Est. Cost $82.33 Unrealized
EMLP FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $3,584 (+3.3%) Shares 82,088 (-10.4%) Est. Cost $36.93 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $534 (-17.6%) Shares 9,975 (-2.4%) Est. Cost $98.58 Unrealized -39.2%
GAMCO GLOBAL GOLD NAT RES 0.0%
Value ($000) $434 (-20.1%) Shares 81,616 (-22.5%) Est. Cost $4.07 Unrealized
TPB TURNING PT BRANDS INC 0.0%
Value ($000) $253 (-30.1%) Shares 2,917 (-12.7%) Est. Cost $75.76 Unrealized +62.0%
RVTY REVVITY INC 0.0%
Value ($000) $351 (-23.7%) Shares 4,011 (-15.7%) Est. Cost $105.69 Unrealized -0.8%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $785 (-12.2%) Shares 11,741 (-7.5%) Est. Cost $44.26 Unrealized
ESE ESCO TECHNOLOGIES INC 0.0%
Value ($000) $423 (+33.6%) Shares 1,502 (-7.2%) Est. Cost $87.17 Unrealized +174.9%
MGEE MGE ENERGY INC 0.0%
Value ($000) $393 (-21.2%) Shares 5,085 (-20.1%) Est. Cost $76.85 Unrealized +3.8%
IRT INDEPENDENCE RLTY TR INC 0.0%
Value ($000) $208 (-33.5%) Shares 13,978 (-22.0%) Est. Cost $14.36 Unrealized
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value ($000) $373 (-21.9%) Shares 80,518 (-15.6%) Est. Cost $7.69 Unrealized
FLRN SPDR SERIES TRUST 0.0%
Value ($000) $4,336 (-2.3%) Shares 140,867 (-2.5%) Est. Cost $29.50 Unrealized
BLACKROCK MUNIYIELD MICH QU 0.0%
Value ($000) $409 (-20.2%) Shares 34,444 (-21.1%) Est. Cost $11.89 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $2,188 (+4.9%) Shares 11,161 (-1.5%) Est. Cost $148.60 Unrealized +39.6%
SIXG ETF SER SOLUTIONS 0.0%
Value ($000) $2,217 (+4.8%) Shares 32,518 (-1.8%) Est. Cost $29.50 Unrealized
SIGI SELECTIVE INS GROUP INC 0.0%
Value ($000) $829 (-11.0%) Shares 11,000 (-1.2%) Est. Cost $85.66 Unrealized -1.7%
CXT CRANE NXT CO 0.0%
Value ($000) $464 (-17.9%) Shares 11,436 (-4.8%) Est. Cost $47.52 Unrealized +8.2%
BANK AMERICA CORP 0.0%
Value ($000) $1,087 (-8.4%) Shares 912 (-3.8%) Est. Cost $1309.82 Unrealized
BBJP J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $4,153 (+2.4%) Shares 60,260 (-2.0%) Est. Cost $54.68 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $520 (-15.8%) Shares 3,589 (-19.6%) Est. Cost $123.17 Unrealized
KEY KEYCORP 0.0%
Value ($000) $532 (-15.3%) Shares 26,552 (-12.8%) Est. Cost $14.51 Unrealized +49.4%
PHM PULTE GROUP INC 0.0%
Value ($000) $1,640 (-5.5%) Shares 13,948 (-5.8%) Est. Cost $95.05 Unrealized +38.3%
R RYDER SYS INC 0.0%
Value ($000) $1,920 (-4.7%) Shares 9,380 (-10.9%) Est. Cost $109.00 Unrealized +86.3%
HYLS FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $491 (-16.1%) Shares 12,091 (-13.5%) Est. Cost $41.05 Unrealized
XMPT VANECK ETF TRUST 0.0%
Value ($000) $2,488 (-3.6%) Shares 115,741 (-1.9%) Est. Cost $22.64 Unrealized
LAZ LAZARD INC 0.0%
Value ($000) $330 (-22.1%) Shares 7,778 (-11.0%) Est. Cost $42.52 Unrealized +23.7%
PLPC PREFORMED LINE PRODS CO 0.0%
Value ($000) $569 (+19.6%) Shares 2,100 (-8.7%) Est. Cost $145.52 Unrealized +73.5%
BF/A BROWN FORMAN CORP 0.0%
Value ($000) $3,864 (-2.3%) Shares 144,237 (-4.1%) Est. Cost $30.88 Unrealized -8.4%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $5,202 (+1.8%) Shares 129,188 (-3.0%) Est. Cost $40.73 Unrealized -4.8%
FXD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $558 (-13.9%) Shares 8,722 (-8.1%) Est. Cost $53.11 Unrealized
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $222 (-27.0%) Shares 1,666 (-4.9%) Est. Cost $233.94 Unrealized -33.4%
LOPE GRAND CANYON ED INC 0.0%
Value ($000) $294 (-21.6%) Shares 1,732 (-23.3%) Est. Cost $174.62 Unrealized -3.1%
SLQD ISHARES TR 0.0%
Value ($000) $1,311 (-5.8%) Shares 25,973 (-5.4%) Est. Cost $48.98 Unrealized
NWSA NEWS CORP NEW 0.0%
Value ($000) $1,129 (-6.6%) Shares 45,291 (-2.2%) Est. Cost $26.23 Unrealized -4.1%
JPIE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $3,903 (-2.0%) Shares 84,714 (-1.5%) Est. Cost $46.41 Unrealized
SSD SIMPSON MFG INC 0.0%
Value ($000) $3,448 (-2.3%) Shares 20,089 (-8.0%) Est. Cost $169.85 Unrealized +10.5%
QXO QXO INC 0.0%
Value ($000) $876 (-8.3%) Shares 45,100 (-8.9%) Est. Cost $19.51 Unrealized +23.8%
NICE NICE LTD 0.0%
Value ($000) $554 (-12.5%) Shares 5,024 (-10.3%) Est. Cost $169.91 Unrealized
VAW VANGUARD WORLD FD 0.0%
Value ($000) $1,132 (+7.2%) Shares 5,022 (-1.3%) Est. Cost $172.08 Unrealized
GTLS CHART INDS INC 0.0%
Value ($000) $209 (-26.3%) Shares 1,009 (-26.5%) Est. Cost $168.87 Unrealized +22.6%
DSI ISHARES TR 0.0%
Value ($000) $764 (-8.8%) Shares 6,302 (-3.0%) Est. Cost $85.27 Unrealized
IBND SPDR SERIES TRUST 0.0%
Value ($000) $706 (-9.3%) Shares 22,723 (-6.3%) Est. Cost $32.58 Unrealized
MTZ MASTEC INC 0.0%
Value ($000) $294 (+30.1%) Shares 913 (-12.1%) Est. Cost $183.79 Unrealized +36.1%
CSR CENTERSPACE 0.0%
Value ($000) $241 (-21.9%) Shares 4,196 (-9.3%) Est. Cost $72.18 Unrealized
FIW FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $622 (-9.8%) Shares 6,031 (-5.0%) Est. Cost $91.07 Unrealized
VFC V F CORP 0.0%
Value ($000) $866 (-7.2%) Shares 50,998 (-1.3%) Est. Cost $54.17 Unrealized -63.2%
PWV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2,212 (+3.1%) Shares 31,729 (-1.6%) Est. Cost $36.10 Unrealized
THLV THOR FINL TECHNOLOGIES TR 0.0%
Value ($000) $367 (-14.9%) Shares 11,509 (-20.3%) Est. Cost $30.00 Unrealized
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $212 (+43.5%) Shares 9,935 (-5.5%) Est. Cost $13.71 Unrealized +15.1%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $2,614 (-2.4%) Shares 25,435 (-6.1%) Est. Cost $93.22 Unrealized +9.5%
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $282 (-18.2%) Shares 6,554 (-11.3%) Est. Cost $51.75 Unrealized -4.4%
RIO RIO TINTO PLC 0.0%
Value ($000) $480 (+14.9%) Shares 5,147 (-1.4%) Est. Cost $61.28 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $392 (-13.7%) Shares 22,899 (-3.2%) Est. Cost $15.91 Unrealized
EQT EQT CORP 0.0%
Value ($000) $935 (+7.0%) Shares 14,685 (-9.9%) Est. Cost $48.75 Unrealized +13.4%
MWA MUELLER WTR PRODS INC 0.0%
Value ($000) $568 (+11.9%) Shares 20,653 (-3.0%) Est. Cost $14.33 Unrealized +91.5%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $1,476 (-3.8%) Shares 34,923 (-4.6%) Est. Cost $67.42 Unrealized -32.3%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $596 (+10.7%) Shares 3,463 (-7.7%) Est. Cost $87.91 Unrealized +113.1%
MEDP MEDPACE HLDGS INC 0.0%
Value ($000) $307 (-15.7%) Shares 640 (-1.4%) Est. Cost $380.40 Unrealized +42.6%
FFIV F5 INC 0.0%
Value ($000) $1,195 (+5.0%) Shares 4,131 (-7.4%) Est. Cost $147.19 Unrealized +85.1%
NPO ENPRO INC 0.0%
Value ($000) $526 (+11.9%) Shares 2,097 (-4.4%) Est. Cost $98.43 Unrealized +153.7%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $377 (-12.9%) Shares 54,241 (-2.6%) Est. Cost $3.35 Unrealized +140.8%
SDOG ALPS ETF TR 0.0%
Value ($000) $1,014 (+5.7%) Shares 15,585 (-1.7%) Est. Cost $50.65 Unrealized
POOL POOL CORP 0.0%
Value ($000) $205 (-21.0%) Shares 1,015 (-10.7%) Est. Cost $211.19 Unrealized +19.2%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $474 (+13.0%) Shares 6,206 (-5.5%) Est. Cost $77.33 Unrealized -5.9%
WDFC WD 40 CO 0.0%
Value ($000) $410 (-11.6%) Shares 2,010 (-14.7%) Est. Cost $196.98 Unrealized +13.3%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $664 (-7.4%) Shares 13,613 (-9.4%) Est. Cost $56.03 Unrealized -8.0%
PKB INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,348 (+4.1%) Shares 13,815 (-1.2%) Est. Cost $95.60 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $1,932 (-2.6%) Shares 21,372 (-3.2%) Est. Cost $118.85 Unrealized -22.9%
UGI UGI CORP NEW 0.0%
Value ($000) $993 (-5.0%) Shares 27,269 (-2.4%) Est. Cost $36.61 Unrealized +4.4%
NYT NEW YORK TIMES CO MTN BE 0.0%
Value ($000) $491 (+11.8%) Shares 5,868 (-7.3%) Est. Cost $53.35 Unrealized +35.5%
VVV VALVOLINE INC 0.0%
Value ($000) $1,024 (+5.2%) Shares 30,404 (-9.2%) Est. Cost $32.92 Unrealized +4.8%
RAVI FLEXSHARES TR 0.0%
Value ($000) $2,129 (-2.3%) Shares 28,228 (-2.3%) Est. Cost $68.91 Unrealized
TRI CONTL CORP 0.0%
Value ($000) $207 (-19.3%) Shares 6,549 (-16.6%) Est. Cost $31.89 Unrealized
BLACKROCK CORPOR HI YLD FD I 0.0%
Value ($000) $728 (-6.4%) Shares 85,416 (-2.2%) Est. Cost $9.88 Unrealized
STRL STERLING INFRASTRUCTURE INC 0.0%
Value ($000) $250 (+24.5%) Shares 613 (-6.4%) Est. Cost $283.87 Unrealized +32.6%
ICSH ISHARES TR 0.0%
Value ($000) $2,124 (-2.2%) Shares 41,950 (-2.3%) Est. Cost $50.26 Unrealized
KBH KB HOME 0.0%
Value ($000) $340 (-12.3%) Shares 6,563 (-4.4%) Est. Cost $27.62 Unrealized +120.8%
IPAR INTERPARFUMS INC 0.0%
Value ($000) $310 (-13.3%) Shares 3,416 (-19.0%) Est. Cost $86.55 Unrealized +11.1%
AMLP ALPS ETF TR 0.0%
Value ($000) $1,229 (+4.0%) Shares 23,351 (-7.1%) Est. Cost $46.37 Unrealized
ONB OLD NATL BANCORP IND 0.0%
Value ($000) $723 (-6.0%) Shares 32,725 (-5.1%) Est. Cost $16.98 Unrealized +42.2%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $1,099 (+4.4%) Shares 4,119 (-1.9%) Est. Cost $245.28 Unrealized +10.5%
BWA BORGWARNER INC 0.0%
Value ($000) $885 (-4.9%) Shares 16,312 (-21.0%) Est. Cost $36.14 Unrealized +44.8%
XOP SPDR SERIES TRUST 0.0%
Value ($000) $262 (-14.7%) Shares 1,440 (-40.8%) Est. Cost $130.16 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $8,268 (-0.5%) Shares 101,291 (-2.7%) Est. Cost $57.48 Unrealized
EXEL EXELIXIS INC 0.0%
Value ($000) $248 (-15.2%) Shares 5,783 (-13.3%) Est. Cost $40.02 Unrealized +9.4%
ADAM NAT RES FD INC 0.0%
Value ($000) $748 (+6.3%) Shares 26,918 (-16.9%) Est. Cost $14.45 Unrealized
AVIG AMERICAN CENTY ETF TR 0.0%
Value ($000) $263 (-14.2%) Shares 6,329 (-13.4%) Est. Cost $42.10 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $905 (-4.5%) Shares 4,964 (-6.5%) Est. Cost $99.13 Unrealized +109.7%
EMBC EMBECTA CORP 0.0%
Value ($000) $106 (-28.4%) Shares 11,997 (-3.7%) Est. Cost $12.44 Unrealized -10.0%
INVESCO MUNICIPAL TRUST 0.0%
Value ($000) $1,613 (-2.5%) Shares 169,444 (-1.2%) Est. Cost $9.84 Unrealized
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $2,376 (+1.8%) Shares 53,082 (-13.4%) Est. Cost $19.69 Unrealized +108.3%
NUVEEN MUN VALUE FD INC 0.0%
Value ($000) $1,979 (-2.0%) Shares 220,166 (-1.3%) Est. Cost $9.75 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $4,775 (-0.8%) Shares 24,081 (-1.0%) Est. Cost $147.93 Unrealized +40.5%
PTLC PACER FDS TR 0.0%
Value ($000) $414 (-8.9%) Shares 7,900 (-3.5%) Est. Cost $42.36 Unrealized
SPSM SPDR SERIES TRUST 0.0%
Value ($000) $4,989 (-0.8%) Shares 103,255 (-3.8%) Est. Cost $40.36 Unrealized
GABC GERMAN AMERN BANCORP INC 0.0%
Value ($000) $1,329 (+3.1%) Shares 31,804 (-3.3%) Est. Cost $35.27 Unrealized +17.9%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $664 (-5.4%) Shares 6,633 (-2.0%) Est. Cost $164.20 Unrealized -33.3%
NVR NVR INC 0.0%
Value ($000) $211 (-15.0%) Shares 32 (-5.9%) Est. Cost $4743.08 Unrealized +60.7%
FRANKLIN LTD DURATION INCOME 0.0%
Value ($000) $528 (-6.5%) Shares 90,528 (-1.4%) Est. Cost $6.33 Unrealized
VCR VANGUARD WORLD FD 0.0%
Value ($000) $259 (-12.3%) Shares 722 (-3.7%) Est. Cost $147.33 Unrealized
AIVL WISDOMTREE TR 0.0%
Value ($000) $683 (-5.0%) Shares 5,898 (-5.6%) Est. Cost $113.07 Unrealized
VTWV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1,493 (-2.3%) Shares 8,927 (-6.5%) Est. Cost $101.33 Unrealized
CON CONCENTRA GROUP HOLDINGS PAR 0.0%
Value ($000) $477 (+7.8%) Shares 22,254 (-1.1%) Est. Cost $21.36 Unrealized +3.6%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $377 (+9.9%) Shares 8,742 (-2.4%) Est. Cost $33.46 Unrealized +19.6%
VDC VANGUARD WORLD FD 0.0%
Value ($000) $318 (-9.6%) Shares 1,418 (-14.9%) Est. Cost $198.37 Unrealized
USMC PRINCIPAL EXCHANGE TRADED FD 0.0%
Value ($000) $298 (-10.1%) Shares 4,639 (-4.3%) Est. Cost $35.65 Unrealized
MBWM MERCANTILE BK CORP 0.0%
Value ($000) $882 (+3.9%) Shares 17,475 (-1.0%) Est. Cost $26.12 Unrealized +98.9%
NDSN NORDSON CORP 0.0%
Value ($000) $1,275 (+2.6%) Shares 4,793 (-7.3%) Est. Cost $212.37 Unrealized +30.5%
IMCG ISHARES TR 0.0%
Value ($000) $252 (-11.3%) Shares 3,198 (-10.1%) Est. Cost $80.85 Unrealized
TTC TORO CO 0.0%
Value ($000) $380 (+9.1%) Shares 4,065 (-8.1%) Est. Cost $98.36 Unrealized -5.4%
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $345 (-8.4%) Shares 7,629 (-7.9%) Est. Cost $37.42 Unrealized
PTNQ PACER FDS TR 0.0%
Value ($000) $245 (-11.3%) Shares 3,358 (-4.4%) Est. Cost $71.34 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $3,279 (+1.0%) Shares 72,117 (-1.9%) Est. Cost $34.11 Unrealized
SPXC SPX TECHNOLOGIES INC 0.0%
Value ($000) $304 (-9.2%) Shares 1,519 (-9.1%) Est. Cost $158.55 Unrealized
NUVEEN PFD INCOME OPPORTUN 0.0%
Value ($000) $241 (-10.9%) Shares 32,014 (-4.1%) Est. Cost $7.68 Unrealized
ATR APTARGROUP INC 0.0%
Value ($000) $3,571 (+0.8%) Shares 28,334 (-2.5%) Est. Cost $131.80 Unrealized -1.3%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $4,072 (-0.7%) Shares 58,778 (-3.5%) Est. Cost $60.54 Unrealized +15.8%
WFG WEST FRASER TIMBER LTD 0.0%
Value ($000) $1,435 (-1.8%) Shares 21,975 (-8.1%) Est. Cost $74.92 Unrealized -7.4%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $4,466 (-0.6%) Shares 207,839 (-3.4%) Est. Cost $20.74 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $369 (-6.6%) Shares 15,515 (-5.8%) Est. Cost $20.73 Unrealized +6.4%
SPYX SPDR SERIES TRUST 0.0%
Value ($000) $222 (-10.4%) Shares 4,178 (-5.0%) Est. Cost $42.45 Unrealized
THG HANOVER INS GROUP INC 0.0%
Value ($000) $247 (-9.2%) Shares 1,426 (-4.2%) Est. Cost $130.92 Unrealized +32.7%
ABRDN GLOBAL INFRA INCOME FU 0.0%
Value ($000) $1,207 (-2.0%) Shares 53,977 (-2.0%) Est. Cost $19.64 Unrealized
SUI SUN CMNTYS INC 0.0%
Value ($000) $516 (-4.5%) Shares 4,094 (-6.0%) Est. Cost $123.89 Unrealized
ASB ASSOCIATED BANC CORP 0.0%
Value ($000) $249 (-8.8%) Shares 9,633 (-9.2%) Est. Cost $17.99 Unrealized +52.2%
GFI GOLD FIELDS LTD 0.0%
Value ($000) $1,189 (+2.1%) Shares 26,187 (-1.8%) Est. Cost $11.72 Unrealized
EATON VANCE TAX ADVT DIV INC 0.0%
Value ($000) $633 (-3.6%) Shares 25,786 (-1.1%) Est. Cost $23.21 Unrealized
JXN JACKSON FINANCIAL INC 0.0%
Value ($000) $709 (-3.2%) Shares 6,709 (-2.4%) Est. Cost $32.30 Unrealized +255.9%
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value ($000) $357 (+6.8%) Shares 12,347 (-17.5%) Est. Cost $22.53 Unrealized
FEX FIRST TR EXCHANGE TRADED ALP 0.0%
Value ($000) $2,834 (+0.8%) Shares 23,242 (-1.9%) Est. Cost $66.92 Unrealized
AVA AVISTA CORP 0.0%
Value ($000) $493 (-4.1%) Shares 12,287 (-7.9%) Est. Cost $30.59 Unrealized +33.5%
CHCO CITY HLDG CO 0.0%
Value ($000) $831 (-2.4%) Shares 6,951 (-2.7%) Est. Cost $77.53 Unrealized +59.3%
WPRT WESTPORT FUEL SYSTEMS INC 0.0%
Value ($000) $298 (+7.2%) Shares 163,898 (-7.5%) Est. Cost $6.20 Unrealized -67.4%
PPL PPL CORP 0.0%
Value ($000) $566 (+3.5%) Shares 14,828 (-5.2%) Est. Cost $24.83 Unrealized +45.9%
BC BRUNSWICK CORP 0.0%
Value ($000) $247 (-7.0%) Shares 3,392 (-5.1%) Est. Cost $67.52 Unrealized +26.4%
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $87 (-17.4%) Shares 17,348 (-12.9%) Est. Cost $4.79 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $895 (-2.0%) Shares 19,073 (-2.2%) Est. Cost $43.31 Unrealized
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $25 (-41.3%) Shares 10,169 (-51.3%) Est. Cost $16.17 Unrealized -87.7%
FLS FLOWSERVE CORP 0.0%
Value ($000) $895 (+2.0%) Shares 12,173 (-3.8%) Est. Cost $32.07 Unrealized +151.7%
XMHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $720 (-2.2%) Shares 6,962 (-3.1%) Est. Cost $104.12 Unrealized
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $645 (-2.5%) Shares 3,907 (-1.9%) Est. Cost $163.54 Unrealized +12.9%
WESTERN ASSET INVESTMENT GRA 0.0%
Value ($000) $381 (-4.1%) Shares 31,472 (-1.0%) Est. Cost $12.52 Unrealized
SIZE ISHARES TR 0.0%
Value ($000) $291 (-5.2%) Shares 1,824 (-3.9%) Est. Cost $137.53 Unrealized
BRC BRADY CORP 0.0%
Value ($000) $1,171 (+1.3%) Shares 14,415 (-2.3%) Est. Cost $33.33 Unrealized +163.0%
GABELLI DIVID INCOME TR 0.0%
Value ($000) $299 (-4.7%) Shares 11,098 (-1.8%) Est. Cost $24.34 Unrealized
XSMO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $292 (-4.6%) Shares 3,847 (-9.6%) Est. Cost $44.52 Unrealized
COHEN STEERS INFRASTRUCTUR 0.0%
Value ($000) $337 (+4.2%) Shares 13,003 (-3.0%) Est. Cost $24.56 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $603 (-2.1%) Shares 10,905 (-2.2%) Est. Cost $56.49 Unrealized -0.6%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $2,740 (-0.5%) Shares 6,995 (-30.0%) Est. Cost $84.31 Unrealized +346.5%
FTS FORTIS INC 0.0%
Value ($000) $1,909 (-0.6%) Shares 34,217 (-7.5%) Est. Cost $30.02 Unrealized +78.0%
RS RELIANCE INC 0.0%
Value ($000) $972 (-1.1%) Shares 3,199 (-6.0%) Est. Cost $169.41 Unrealized +92.9%
QCLN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $295 (-3.4%) Shares 6,343 (-7.3%) Est. Cost $52.53 Unrealized
GEVO GEVO INC 0.0%
Value ($000) $113 (+10.0%) Shares 41,500 (-19.4%) Est. Cost $4.79 Unrealized -59.4%
INVESCO MUNI INCOME OPP TRST 0.0%
Value ($000) $98 (-9.1%) Shares 16,015 (-11.0%) Est. Cost $3.42 Unrealized
BLACKROCK UTILS INFRASTRUCTU 0.0%
Value ($000) $604 (-1.6%) Shares 22,905 (-4.1%) Est. Cost $22.09 Unrealized
SYBT STOCK YDS BANCORP INC 0.0%
Value ($000) $3,672 (-0.3%) Shares 55,396 (-2.3%) Est. Cost $49.08 Unrealized +38.9%
NXTG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $818 (-1.1%) Shares 7,305 (-4.8%) Est. Cost $69.73 Unrealized
BDC BELDEN INC 0.0%
Value ($000) $240 (-3.6%) Shares 2,091 (-2.2%) Est. Cost $97.56 Unrealized +31.9%
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $189 (-4.0%) Shares 15,310 (-1.5%) Est. Cost $12.78 Unrealized
RBCAA REPUBLIC BANCORP INC KY 0.0%
Value ($000) $517 (-1.3%) Shares 7,333 (-3.5%) Est. Cost $43.11 Unrealized +65.9%
ADC AGREE RLTY CORP 0.0%
Value ($000) $345 (+2.0%) Shares 4,571 (-2.5%) Est. Cost $42.39 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $364 (-1.7%) Shares 2,735 (-8.0%) Est. Cost $143.63 Unrealized +1.4%
XJH ISHARES TR 0.0%
Value ($000) $720 (-0.8%) Shares 15,867 (-2.3%) Est. Cost $40.08 Unrealized
MTB M T BK CORP 0.0%
Value ($000) $887 (-0.5%) Shares 4,293 (-3.0%) Est. Cost $149.78 Unrealized +47.6%
SMMU PIMCO ETF TR 0.0%
Value ($000) $401 (-1.1%) Shares 7,945 (-1.2%) Est. Cost $44.04 Unrealized
BCPC BALCHEM CORP 0.0%
Value ($000) $387 (-1.0%) Shares 2,286 (-10.4%) Est. Cost $151.78 Unrealized +11.5%
MDYG SPDR SERIES TRUST 0.0%
Value ($000) $263 (+1.4%) Shares 2,738 (-2.3%) Est. Cost $86.89 Unrealized
MSA MSA SAFETY INC 0.0%
Value ($000) $546 (+0.4%) Shares 3,329 (-2.0%) Est. Cost $157.85 Unrealized +17.4%
MLPA GLOBAL X FDS 0.0%
Value ($000) $329 (-0.5%) Shares 6,114 (-10.6%) Est. Cost $48.01 Unrealized
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $404 (-0.2%) Shares 8,825 (-1.9%) Est. Cost $48.46 Unrealized
GBCI GLACIER BANCORP INC NEW 0.0%
Value ($000) $378 (+0.2%) Shares 8,464 (-1.2%) Est. Cost $47.02 Unrealized +4.7%
AIT APPLIED INDL TECHNOLOGIES IN 0.0%
Value ($000) $1,220 (-0.1%) Shares 4,600 (-3.3%) Est. Cost $217.75 Unrealized +26.6%

Unchanged Positions (273)

GOOG ALPHABET INC 3.0%
Value ($000) $1,938,457 Shares 6,757,501 Est. Cost $116.48 Unrealized +177.9%
V VISA INC 0.5%
Value ($000) $334,668 Shares 1,107,291 Est. Cost $140.78 Unrealized +133.8%
GOOGL ALPHABET INC 0.9%
Value ($000) $557,856 Shares 1,939,965 Est. Cost $122.23 Unrealized +164.5%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $265,127 Shares 530,614 Est. Cost $269.18 Unrealized +100.3%
PAYX PAYCHEX INC 0.1%
Value ($000) $70,933 Shares 770,007 Est. Cost $64.43 Unrealized +58.3%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $80,074 Shares 862,126 Est. Cost $61.88 Unrealized +40.9%
IVW ISHARES TR 0.2%
Value ($000) $99,964 Shares 883,779 Est. Cost $75.58 Unrealized
IEMG ISHARES INC 0.3%
Value ($000) $169,685 Shares 2,432,761 Est. Cost $51.65 Unrealized
GLW CORNING INC 0.0%
Value ($000) $18,799 Shares 138,258 Est. Cost $33.77 Unrealized +230.7%
TGT TARGET CORP 0.0%
Value ($000) $24,865 Shares 205,159 Est. Cost $66.22 Unrealized +64.9%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $25,342 Shares 755,809 Est. Cost $15.64 Unrealized +90.1%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $44,083 Shares 973,136 Est. Cost $50.51 Unrealized +4.4%
SII SPROTT INC 0.0%
Value ($000) $13,670 Shares 95,662 Est. Cost $50.41 Unrealized +146.2%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $77,356 Shares 297,191 Est. Cost $170.00 Unrealized +60.7%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $81,015 Shares 352,562 Est. Cost $101.64 Unrealized +122.4%
HASI HA SUSTAINABLE INFRA CAP INC 0.0%
Value ($000) $26,165 Shares 711,961 Est. Cost $24.07 Unrealized +46.2%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $90,665 Shares 107,170 Est. Cost $287.65 Unrealized +224.2%
MS MORGAN STANLEY 0.1%
Value ($000) $51,258 Shares 311,463 Est. Cost $85.21 Unrealized +110.9%
MO ALTRIA GROUP INC 0.0%
Value ($000) $25,885 Shares 392,255 Est. Cost $38.10 Unrealized +65.4%
CB CHUBB LTD SWITZ 0.1%
Value ($000) $66,800 Shares 204,951 Est. Cost $207.26 Unrealized +52.6%
SO SOUTHERN CO 0.0%
Value ($000) $28,905 Shares 299,473 Est. Cost $47.96 Unrealized +86.7%
GSLC GOLDMAN SACHS ETF TR 0.1%
Value ($000) $43,043 Shares 343,984 Est. Cost $90.58 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $82,628 Shares 525,354 Est. Cost $98.29 Unrealized +67.9%
DFIC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $69,916 Shares 1,967,806 Est. Cost $21.88 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $5,671 Shares 11,950 Est. Cost $263.44 Unrealized +41.7%
INTC INTEL CORP 0.0%
Value ($000) $13,029 Shares 295,232 Est. Cost $35.49 Unrealized +30.8%
CNQ CANADIAN NAT RES LTD MED TER 0.0%
Value ($000) $6,831 Shares 140,180 Est. Cost $30.27 Unrealized +22.9%
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value ($000) $4,453 Shares 55,271 Est. Cost $60.23 Unrealized -13.0%
CSX CSX CORP 0.0%
Value ($000) $15,507 Shares 377,751 Est. Cost $28.02 Unrealized +37.5%
MCK MCKESSON CORP 0.1%
Value ($000) $32,985 Shares 38,117 Est. Cost $238.61 Unrealized +266.9%
QUAL ISHARES TR 0.1%
Value ($000) $46,595 Shares 242,921 Est. Cost $132.94 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $74,182 Shares 231,422 Est. Cost $239.55 Unrealized +48.3%
SUSA ISHARES TR 0.0%
Value ($000) $24,422 Shares 184,874 Est. Cost $90.68 Unrealized
OIH VANECK ETF TRUST 0.0%
Value ($000) $4,279 Shares 10,585 Est. Cost $228.32 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $34,161 Shares 251,020 Est. Cost $97.99 Unrealized +31.5%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $4,209 Shares 45,925 Est. Cost $155.57 Unrealized -23.6%
LOW LOWES COS INC 0.1%
Value ($000) $48,428 Shares 204,961 Est. Cost $126.71 Unrealized +114.3%
SPYG SPDR SERIES TRUST 0.0%
Value ($000) $11,006 Shares 112,411 Est. Cost $56.21 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $24,820 Shares 246,667 Est. Cost $95.12 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $29,836 Shares 251,891 Est. Cost $107.84 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $24,645 Shares 169,103 Est. Cost $108.62 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $14,232 Shares 309,589 Est. Cost $39.24 Unrealized +30.3%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $6,407 Shares 5,528 Est. Cost $668.84 Unrealized +103.6%
BG BUNGE GLOBAL SA 0.0%
Value ($000) $2,905 Shares 22,838 Est. Cost $95.52 Unrealized +17.3%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $5,481 Shares 58,338 Est. Cost $58.91 Unrealized +41.9%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $8,027 Shares 40,773 Est. Cost $176.76 Unrealized +32.6%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $5,484 Shares 171,327 Est. Cost $61.59 Unrealized -37.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $9,136 Shares 60,904 Est. Cost $177.52 Unrealized -12.1%
DEM WISDOMTREE TR 0.0%
Value ($000) $13,319 Shares 268,050 Est. Cost $19.41 Unrealized
CPAY CORPAY INC 0.0%
Value ($000) $16,230 Shares 55,774 Est. Cost $286.94 Unrealized +14.2%
FTC FIRST TR EXCHANGE TRADED ALP 0.0%
Value ($000) $23,363 Shares 151,568 Est. Cost $104.90 Unrealized
DBEF DBX ETF TR 0.0%
Value ($000) $22,388 Shares 453,194 Est. Cost $36.95 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $20,767 Shares 98,276 Est. Cost $102.79 Unrealized +109.5%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $19,398 Shares 105,265 Est. Cost $104.40 Unrealized
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $3,322 Shares 9,722 Est. Cost $291.95 Unrealized +34.8%
HAS HASBRO INC 0.0%
Value ($000) $3,372 Shares 36,028 Est. Cost $75.47 Unrealized +22.8%
APTV APTIV PLC 0.0%
Value ($000) $4,302 Shares 61,954 Est. Cost $61.53 Unrealized +31.5%
CI THE CIGNA GROUP 0.0%
Value ($000) $10,794 Shares 40,463 Est. Cost $268.19 Unrealized +4.7%
GWW WW GRAINGER INC 0.0%
Value ($000) $5,368 Shares 4,921 Est. Cost $411.94 Unrealized +165.7%
DES WISDOMTREE TR 0.0%
Value ($000) $5,365 Shares 149,262 Est. Cost $26.89 Unrealized
EVLV EVOLV TECHNOLOGIES HLDNGS IN 0.0%
Value ($000) $1,978 Shares 326,873 Est. Cost $3.27 Unrealized +86.0%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $3,200 Shares 16,328 Est. Cost $125.38 Unrealized +52.0%
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $52,598 Shares 1,288,221 Est. Cost $40.85 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $2,559 Shares 8,804 Est. Cost $217.22 Unrealized +45.0%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $13,395 Shares 223,355 Est. Cost $32.02 Unrealized +97.1%
KWEB KRANESHARES TRUST 0.0%
Value ($000) $1,600 Shares 56,289 Est. Cost $40.27 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $2,515 Shares 51,303 Est. Cost $37.03 Unrealized +21.9%
AEIS ADVANCED ENERGY INDS 0.0%
Value ($000) $811 Shares 2,512 Est. Cost $118.98 Unrealized +127.4%
ABNB AIRBNB INC 0.0%
Value ($000) $4,031 Shares 31,924 Est. Cost $129.31 Unrealized +0.1%
AXS AXIS CAP HLDGS LTD 0.0%
Value ($000) $4,023 Shares 39,671 Est. Cost $42.05 Unrealized +145.3%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $3,441 Shares 152,980 Est. Cost $29.86 Unrealized -19.9%
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $4,051 Shares 105,889 Est. Cost $31.12 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $23,466 Shares 538,337 Est. Cost $44.14 Unrealized
G GENPACT LIMITED 0.0%
Value ($000) $914 Shares 24,537 Est. Cost $34.89 Unrealized +22.1%
CLH CLEAN HARBORS INC 0.0%
Value ($000) $1,283 Shares 4,476 Est. Cost $170.70 Unrealized +54.2%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $1,828 Shares 16,151 Est. Cost $74.32 Unrealized +41.7%
TRGP TARGA RES CORP 0.0%
Value ($000) $807 Shares 3,217 Est. Cost $94.90 Unrealized +112.5%
ACVA ACV AUCTIONS INC 0.0%
Value ($000) $230 Shares 54,131 Est. Cost $13.32 Unrealized -42.4%
CALAMOS GBL DYN INCOME FUND 0.0%
Value ($000) $6,818 Shares 939,091 Est. Cost $6.27 Unrealized
GSHD GOOSEHEAD INS INC 0.0%
Value ($000) $278 Shares 6,525 Est. Cost $72.37 Unrealized -14.4%
RRC RANGE RES CORP 0.0%
Value ($000) $929 Shares 20,570 Est. Cost $29.26 Unrealized +23.6%
WPC WP CAREY INC 0.0%
Value ($000) $3,359 Shares 49,426 Est. Cost $57.80 Unrealized
EUFN ISHARES TR 0.0%
Value ($000) $2,576 Shares 73,909 Est. Cost $30.28 Unrealized
JPIB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $8,167 Shares 170,788 Est. Cost $46.67 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $1,898 Shares 24,471 Est. Cost $48.96 Unrealized +47.4%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $292 Shares 45,810 Est. Cost $9.47 Unrealized -2.4%
CORNERSTONE TOTAL RETURN FD 0.0%
Value ($000) $1,246 Shares 179,262 Est. Cost $7.35 Unrealized
CORNERSTONE STRATEGIC INVEST 0.0%
Value ($000) $1,162 Shares 159,613 Est. Cost $7.68 Unrealized
CSM PROSHARES TR 0.0%
Value ($000) $2,549 Shares 34,064 Est. Cost $55.23 Unrealized
OMF ONEMAIN HLDGS INC 0.0%
Value ($000) $649 Shares 12,130 Est. Cost $49.87 Unrealized +26.8%
VMC VULCAN MATLS CO 0.0%
Value ($000) $3,017 Shares 11,079 Est. Cost $201.39 Unrealized +52.3%
PCVX VAXCYTE INC 0.0%
Value ($000) $801 Shares 13,788 Est. Cost $58.00 Unrealized -9.0%
BALL BALL CORP 0.0%
Value ($000) $1,591 Shares 26,915 Est. Cost $62.70 Unrealized -3.9%
KOMP SPDR SERIES TRUST 0.0%
Value ($000) $13,338 Shares 228,080 Est. Cost $56.85 Unrealized
MKSI MKS INC. 0.0%
Value ($000) $503 Shares 2,189 Est. Cost $148.21 Unrealized +51.9%
ACM AECOM 0.0%
Value ($000) $1,137 Shares 13,407 Est. Cost $107.21 Unrealized -9.4%
MOG/A MOOG INC 0.0%
Value ($000) $912 Shares 3,118 Est. Cost $90.66 Unrealized +233.7%
Z ZILLOW GROUP INC 0.0%
Value ($000) $228 Shares 5,520 Est. Cost $35.60 Unrealized +65.0%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $10,053 Shares 48,848 Est. Cost $171.66 Unrealized
APG API GROUP CORP 0.0%
Value ($000) $2,482 Shares 61,248 Est. Cost $22.35 Unrealized +91.6%
PG PROCTER GAMBLE CO 0.3%
Value ($000) $223,437 Shares 1,546,922 Est. Cost $93.40 Unrealized +62.5%
DCI DONALDSON INC 0.0%
Value ($000) $2,903 Shares 34,204 Est. Cost $49.21 Unrealized +107.1%
AI C3 AI INC 0.0%
Value ($000) $237 Shares 28,150 Est. Cost $50.08 Unrealized -75.9%
SRE SEMPRA 0.0%
Value ($000) $1,418 Shares 14,597 Est. Cost $64.57 Unrealized +38.6%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $1,278 Shares 1,013 Est. Cost $1315.88 Unrealized +7.4%
FLD FOLD HLDGS INC 0.0%
Value ($000) $139 Shares 105,150 Est. Cost $4.29 Unrealized -54.3%
EVR EVERCORE INC 0.0%
Value ($000) $950 Shares 3,181 Est. Cost $154.34 Unrealized +128.0%
SIVR ABRDN SILVER ETF TRUST 0.0%
Value ($000) $2,139 Shares 29,872 Est. Cost $1.71 Unrealized
FHI FEDERATED HERMES INC 0.0%
Value ($000) $1,622 Shares 28,596 Est. Cost $24.34 Unrealized +119.9%
FGD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2,466 Shares 77,223 Est. Cost $23.31 Unrealized
DDS DILLARDS INC 0.0%
Value ($000) $1,890 Shares 3,303 Est. Cost $240.28 Unrealized +168.9%
HHH HOWARD HUGHES HOLDINGS INC 0.0%
Value ($000) $474 Shares 7,499 Est. Cost $82.83 Unrealized -2.6%
FAB FIRST TR EXCHANGE TRADED ALP 0.0%
Value ($000) $2,026 Shares 21,428 Est. Cost $61.64 Unrealized
NIC NICOLET BANKSHARES INC 0.0%
Value ($000) $628 Shares 4,227 Est. Cost $74.02 Unrealized +94.0%
BBIO BRIDGEBIO PHARMA INC 0.0%
Value ($000) $3,010 Shares 40,531 Est. Cost $37.81 Unrealized +97.0%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $1,608 Shares 27,186 Est. Cost $56.99 Unrealized +8.8%
FIRST TR INTER DURATN PFD 0.0%
Value ($000) $1,756 Shares 99,580 Est. Cost $19.66 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $1,931 Shares 9,764 Est. Cost $74.54 Unrealized +150.8%
AEE AMEREN CORP 0.0%
Value ($000) $1,218 Shares 11,079 Est. Cost $87.66 Unrealized +19.4%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $2,087 Shares 83,157 Est. Cost $28.56 Unrealized
IYF ISHARES TR 0.0%
Value ($000) $1,043 Shares 8,866 Est. Cost $92.81 Unrealized
JMEE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $3,299 Shares 49,410 Est. Cost $56.51 Unrealized
PKG PACKAGING CORP AMER 0.0%
Value ($000) $2,886 Shares 13,598 Est. Cost $123.69 Unrealized +83.0%
HYLB DBX ETF TR 0.0%
Value ($000) $3,907 Shares 108,044 Est. Cost $35.60 Unrealized
NUVEEN FLOATING RATE INCOME 0.0%
Value ($000) $2,298 Shares 305,520 Est. Cost $9.22 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $4,645 Shares 63,509 Est. Cost $60.98 Unrealized
NVT NVENT ELEC PLC 0.0%
Value ($000) $658 Shares 5,564 Est. Cost $42.35 Unrealized +165.2%
HFWA HERITAGE FINL CORP WASH 0.0%
Value ($000) $994 Shares 38,245 Est. Cost $21.62 Unrealized +21.7%
IXC ISHARES TR 0.0%
Value ($000) $326 Shares 5,658 Est. Cost $30.59 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $330 Shares 8,673 Est. Cost $33.40 Unrealized
GUNR FLEXSHARES TR 0.0%
Value ($000) $487 Shares 8,824 Est. Cost $32.05 Unrealized
AM ANTERO MIDSTREAM CORP 0.0%
Value ($000) $359 Shares 15,730 Est. Cost $14.33 Unrealized +33.2%
DHI D R HORTON INC 0.0%
Value ($000) $1,690 Shares 12,315 Est. Cost $117.34 Unrealized +32.9%
GIL GILDAN ACTIVEWEAR INC 0.0%
Value ($000) $633 Shares 11,383 Est. Cost $48.98 Unrealized +37.6%
IJJ ISHARES TR 0.1%
Value ($000) $45,231 Shares 341,363 Est. Cost $106.11 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $6,530 Shares 46,784 Est. Cost $79.17 Unrealized +85.6%
TRP TC ENERGY CORP 0.0%
Value ($000) $586 Shares 9,357 Est. Cost $51.04 Unrealized +14.1%
SPYV SPDR SERIES TRUST 0.0%
Value ($000) $25,169 Shares 444,837 Est. Cost $34.06 Unrealized
STRATEGY INC 0.0%
Value ($000) $658 Shares 9,300 Est. Cost $78.76 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $7,343 Shares 66,537 Est. Cost $115.88 Unrealized
XPH SPDR SERIES TRUST 0.0%
Value ($000) $1,571 Shares 29,049 Est. Cost $54.74 Unrealized
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $958 Shares 3,960 Est. Cost $246.03 Unrealized +4.4%
CGIC CAPITAL GROUP INTERNATIONAL 0.0%
Value ($000) $4,326 Shares 130,657 Est. Cost $27.25 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $918 Shares 11,766 Est. Cost $100.53 Unrealized -13.5%
APAM ARTISAN PARTNERS ASSET MGMT 0.0%
Value ($000) $572 Shares 15,716 Est. Cost $36.37 Unrealized +15.9%
WESTERN AST INFL LKD OPP I 0.0%
Value ($000) $4,710 Shares 556,785 Est. Cost $9.80 Unrealized
WSBC WESBANCO INC 0.0%
Value ($000) $1,835 Shares 53,197 Est. Cost $34.20 Unrealized +4.0%
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,525 Shares 31,466 Est. Cost $23.72 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $3,292 Shares 36,532 Est. Cost $43.32 Unrealized +113.9%
MRCC MONROE CAP CORP 0.0%
Value ($000) $156 Shares 33,969 Est. Cost $5.53 Unrealized +15.3%
TPYP TORTOISE CAPITAL SERIES TRUS 0.0%
Value ($000) $350 Shares 8,258 Est. Cost $35.73 Unrealized
CPT CAMDEN PPTY TR 0.0%
Value ($000) $454 Shares 4,649 Est. Cost $112.67 Unrealized -2.2%
SABA CAPITAL INCOME OPRNT 0.0%
Value ($000) $1,241 Shares 184,113 Est. Cost $6.51 Unrealized
IDOG ALPS ETF TR 0.0%
Value ($000) $737 Shares 17,694 Est. Cost $29.90 Unrealized
GLTR ABRDN PRECIOUS METALS BASKET 0.0%
Value ($000) $786 Shares 3,593 Est. Cost $104.02 Unrealized
ACWX ISHARES TR 0.0%
Value ($000) $2,925 Shares 42,720 Est. Cost $39.48 Unrealized
REYN REYNOLDS CONSUMER PRODS INC 0.0%
Value ($000) $689 Shares 32,533 Est. Cost $25.04 Unrealized -6.4%
AZZ AZZ INC 0.0%
Value ($000) $363 Shares 2,897 Est. Cost $51.14 Unrealized +146.9%
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $13,514 Shares 294,623 Est. Cost $39.02 Unrealized
PFM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $4,430 Shares 86,707 Est. Cost $36.30 Unrealized
GNR SPDR INDEX SHS FDS 0.0%
Value ($000) $285 Shares 3,817 Est. Cost $53.28 Unrealized
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $485 Shares 1,595 Est. Cost $194.64 Unrealized +72.6%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $6,836 Shares 105,804 Est. Cost $73.41 Unrealized +3.2%
ITT ITT INC 0.0%
Value ($000) $499 Shares 2,619 Est. Cost $93.29 Unrealized +104.2%
RNR RENAISSANCERE HLDGS LTD 0.0%
Value ($000) $748 Shares 2,517 Est. Cost $175.88 Unrealized +62.8%
FLAHERTY CRUMRINE TOTAL RE 0.0%
Value ($000) $680 Shares 40,976 Est. Cost $16.89 Unrealized
HEGD LISTED FDS TR 0.0%
Value ($000) $1,880 Shares 76,110 Est. Cost $21.09 Unrealized
STRT STRATTEC SEC CORP 0.0%
Value ($000) $1,391 Shares 17,755 Est. Cost $37.02 Unrealized +126.3%
STT STATE STR CORP 0.0%
Value ($000) $1,695 Shares 13,391 Est. Cost $79.20 Unrealized +64.5%
MTG MGIC INVT CORP WIS 0.0%
Value ($000) $333 Shares 12,700 Est. Cost $13.13 Unrealized +105.9%
EATON VANCE ENHANCED EQUITY 0.0%
Value ($000) $258 Shares 12,607 Est. Cost $21.54 Unrealized
FELE FRANKLIN ELEC INC 0.0%
Value ($000) $888 Shares 9,636 Est. Cost $85.14 Unrealized +18.0%
AGI ALAMOS GOLD INC 0.0%
Value ($000) $268 Shares 6,027 Est. Cost $34.84 Unrealized +22.1%
FBK FB FINL CORP 0.0%
Value ($000) $526 Shares 10,121 Est. Cost $44.81 Unrealized +30.7%
TRMK TRUSTMARK CORP 0.0%
Value ($000) $424 Shares 10,054 Est. Cost $26.56 Unrealized +59.5%
FAD FIRST TR EXCHANGE TRADED ALP 0.0%
Value ($000) $2,211 Shares 13,910 Est. Cost $108.48 Unrealized
USSG DBX ETF TR 0.0%
Value ($000) $517 Shares 8,658 Est. Cost $44.24 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $529 Shares 7,241 Est. Cost $55.03 Unrealized +37.3%
IYM ISHARES TR 0.0%
Value ($000) $252 Shares 1,434 Est. Cost $140.01 Unrealized
BARINGS GLOBAL SHORT DURATIO 0.0%
Value ($000) $340 Shares 24,916 Est. Cost $15.82 Unrealized
IYY ISHARES TR 0.0%
Value ($000) $666 Shares 4,201 Est. Cost $141.05 Unrealized
NUVEEN MUN HIGH INCOME OPPOR 0.0%
Value ($000) $1,635 Shares 157,561 Est. Cost $10.97 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $187 Shares 10,081 Est. Cost $14.87 Unrealized
OGS ONE GAS INC 0.0%
Value ($000) $293 Shares 3,403 Est. Cost $68.78 Unrealized +17.4%
ILCB ISHARES TR 0.0%
Value ($000) $567 Shares 6,313 Est. Cost $86.82 Unrealized
H HYATT HOTELS CORP 0.0%
Value ($000) $234 Shares 1,626 Est. Cost $144.21 Unrealized +14.1%
HBB HAMILTON BEACH BRANDS HLDG C 0.0%
Value ($000) $214 Shares 11,296 Est. Cost $15.34 Unrealized +22.9%
TLS TELOS CORP MD 0.0%
Value ($000) $126 Shares 30,000 Est. Cost $3.58 Unrealized +40.3%
PRKS UNITED PARKS RESORTS INC 0.0%
Value ($000) $245 Shares 7,500 Est. Cost $50.83 Unrealized -28.3%
INVESCO TR INVT GRADE MUNS 0.0%
Value ($000) $506 Shares 51,265 Est. Cost $12.78 Unrealized
FIRST TR SR FLTG RATE INCOME 0.0%
Value ($000) $666 Shares 69,046 Est. Cost $10.09 Unrealized
RFDI FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $1,180 Shares 14,372 Est. Cost $59.15 Unrealized
HALO HALOZYME THERAPEUTICS INC 0.0%
Value ($000) $691 Shares 10,694 Est. Cost $40.38 Unrealized +82.3%
PSCH INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $312 Shares 7,593 Est. Cost $65.64 Unrealized
NHI NATIONAL HEALTH INVS INC 0.0%
Value ($000) $449 Shares 5,550 Est. Cost $69.65 Unrealized
AAXJ ISHARES TR 0.0%
Value ($000) $626 Shares 6,506 Est. Cost $63.67 Unrealized
FLAHERTY CRUMRINE PFD INCO 0.0%
Value ($000) $384 Shares 42,504 Est. Cost $9.23 Unrealized
PNNT PENNANTPARK INVT CORP 0.0%
Value ($000) $62 Shares 13,725 Est. Cost $2.60 Unrealized +114.9%
FCF FIRST COMWLTH FINL CORP PA 0.0%
Value ($000) $490 Shares 27,854 Est. Cost $13.40 Unrealized +32.8%
FLJP FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $386 Shares 10,679 Est. Cost $28.99 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $351 Shares 4,991 Est. Cost $63.95 Unrealized
NC NACCO INDS INC 0.0%
Value ($000) $338 Shares 6,506 Est. Cost $31.51 Unrealized +62.3%
RDIV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $287 Shares 5,160 Est. Cost $52.12 Unrealized
EWBC EAST WEST BANCORP INC 0.0%
Value ($000) $306 Shares 2,870 Est. Cost $86.74 Unrealized +34.0%
TITN TITAN MACHY INC 0.0%
Value ($000) $184 Shares 11,000 Est. Cost $19.61 Unrealized -10.8%
BLACKROCK TAX MUNICPAL BD TR 0.0%
Value ($000) $1,081 Shares 66,871 Est. Cost $21.01 Unrealized
TOTL SSGA ACTIVE ETF TR 0.0%
Value ($000) $1,305 Shares 32,856 Est. Cost $39.55 Unrealized
NAK NORTHERN DYNASTY MINERALS LT 0.0%
Value ($000) $43 Shares 30,600 Est. Cost $0.54 Unrealized +271.9%
JAPAN SMALLER CAPITALIZATION 0.0%
Value ($000) $691 Shares 63,423 Est. Cost $7.98 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $349 Shares 5,662 Est. Cost $101.35 Unrealized
FLAHERTY CRUMRINE DYNAMIC 0.0%
Value ($000) $388 Shares 19,325 Est. Cost $20.32 Unrealized
EATON VANCE MUN INCOME TR 0.0%
Value ($000) $454 Shares 43,614 Est. Cost $10.22 Unrealized
NUVEEN MO QUALITY MUN INCOME 0.0%
Value ($000) $119 Shares 11,245 Est. Cost $10.35 Unrealized
FELV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $2,023 Shares 57,961 Est. Cost $26.85 Unrealized
NUVEEN SELECT MAT MUN FD 0.0%
Value ($000) $801 Shares 84,786 Est. Cost $9.15 Unrealized
FSBC FIVE STAR BANCORP 0.0%
Value ($000) $323 Shares 8,561 Est. Cost $21.84 Unrealized +78.1%
BRNS BARINTHUS BIOTHERAPEUTICS PL 0.0%
Value ($000) $60 Shares 105,961 Est. Cost $1.09 Unrealized
GAIN GLADSTONE INVT CORP 0.0%
Value ($000) $1,282 Shares 90,300 Est. Cost $9.19 Unrealized +50.4%
VIRTUS DIVIDEND INTEREST P 0.0%
Value ($000) $711 Shares 56,400 Est. Cost $11.65 Unrealized
LRGF ISHARES TR 0.0%
Value ($000) $238 Shares 3,607 Est. Cost $50.12 Unrealized
EATON VANCE TAX MANAGED BUY 0.0%
Value ($000) $242 Shares 17,681 Est. Cost $12.38 Unrealized
LIBERTY ALL STAR GROWTH FD I 0.0%
Value ($000) $104 Shares 21,989 Est. Cost $5.02 Unrealized
TILT FLEXSHARES TR 0.0%
Value ($000) $357 Shares 1,480 Est. Cost $182.48 Unrealized
FLDDW FOLD HLDGS INC 0.0%
Value ($000) $28 Shares 255,994 Est. Cost $0.74 Unrealized
SPMD SPDR SERIES TRUST 0.0%
Value ($000) $481 Shares 8,127 Est. Cost $54.05 Unrealized
DTD WISDOMTREE TR 0.0%
Value ($000) $600 Shares 6,942 Est. Cost $81.59 Unrealized
BODI THE BEACHBODY COMPANY INC 0.0%
Value ($000) $220 Shares 20,296 Est. Cost $10.69 Unrealized -7.1%
FIBK FIRST INTST BANCSYSTEM INC 0.0%
Value ($000) $280 Shares 8,374 Est. Cost $28.63 Unrealized +28.4%
SHV ISHARES TR 0.0%
Value ($000) $2,004 Shares 18,154 Est. Cost $110.36 Unrealized
RIGS ALPS ETF TR 0.0%
Value ($000) $1,151 Shares 50,365 Est. Cost $24.08 Unrealized
JUST GOLDMAN SACHS ETF TR 0.0%
Value ($000) $234 Shares 2,533 Est. Cost $87.93 Unrealized
CCIIU COHEN CIRCLE ACQUISIT CORP I 0.0%
Value ($000) $1,236 Shares 119,370 Est. Cost $10.32 Unrealized
PBE INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $238 Shares 3,000 Est. Cost $65.68 Unrealized
SPTM SPDR SERIES TRUST 0.0%
Value ($000) $241 Shares 3,050 Est. Cost $80.65 Unrealized
TOWN TOWNEBANK PORTSMOUTH VA 0.0%
Value ($000) $991 Shares 29,443 Est. Cost $29.54 Unrealized +20.4%
CWB SPDR SERIES TRUST 0.0%
Value ($000) $327 Shares 3,571 Est. Cost $77.89 Unrealized
EATON VANCE NATL MUN OPPORT 0.0%
Value ($000) $383 Shares 22,365 Est. Cost $16.65 Unrealized
FBIZ FIRST BUSINESS FINL SVCS INC 0.0%
Value ($000) $1,145 Shares 21,240 Est. Cost $32.24 Unrealized +76.1%
VMI VALMONT INDS INC 0.0%
Value ($000) $1,133 Shares 2,836 Est. Cost $193.08 Unrealized +132.4%
BLACKROCK INCOME TR INC 0.0%
Value ($000) $147 Shares 13,894 Est. Cost $11.19 Unrealized
BKU BANKUNITED INC 0.0%
Value ($000) $596 Shares 13,187 Est. Cost $35.99 Unrealized +32.9%
HOLA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,365 Shares 25,959 Est. Cost $51.57 Unrealized
QUAD QUAD / GRAPHICS INC 0.0%
Value ($000) $139 Shares 20,975 Est. Cost $3.61 Unrealized +75.6%
INVESCO PA VALUE MUN INC TR 0.0%
Value ($000) $507 Shares 47,986 Est. Cost $10.15 Unrealized
ATII ARCHIMEDES TECH SPAC PARTNER 0.0%
Value ($000) $819 Shares 78,500 Est. Cost $10.35 Unrealized +1.8%
HEDG SERIES PORTFOLIOS TR 0.0%
Value ($000) $467 Shares 16,111 Est. Cost $29.33 Unrealized
FALN ISHARES TR 0.0%
Value ($000) $397 Shares 14,862 Est. Cost $27.25 Unrealized
MDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $191 Shares 11,800 Est. Cost $18.34 Unrealized
CMF ISHARES TR 0.0%
Value ($000) $443 Shares 7,792 Est. Cost $57.46 Unrealized
IYJ ISHARES TR 0.0%
Value ($000) $1,465 Shares 9,930 Est. Cost $107.12 Unrealized
DFE WISDOMTREE TR 0.0%
Value ($000) $575 Shares 8,022 Est. Cost $57.26 Unrealized
EATON VANCE SHORT DURATION D 0.0%
Value ($000) $114 Shares 10,650 Est. Cost $11.32 Unrealized
FMHI FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $290 Shares 6,100 Est. Cost $48.89 Unrealized
SYSB ISHARES TR 0.0%
Value ($000) $341 Shares 3,836 Est. Cost $89.76 Unrealized
NYF ISHARES TR 0.0%
Value ($000) $308 Shares 5,803 Est. Cost $53.35 Unrealized
OPAL OPAL FUELS INC 0.0%
Value ($000) $33 Shares 13,249 Est. Cost $7.35 Unrealized -68.2%
DUSA DAVIS FUNDAMENTAL ETF TR 0.0%
Value ($000) $269 Shares 5,304 Est. Cost $40.37 Unrealized
GERN GERON CORP 0.0%
Value ($000) $17 Shares 11,500 Est. Cost $3.90 Unrealized -61.3%
IBMP ISHARES TR 0.0%
Value ($000) $890 Shares 35,000 Est. Cost $25.45 Unrealized
NUVEEN PA INVT QUALITY MUN F 0.0%
Value ($000) $515 Shares 43,171 Est. Cost $11.88 Unrealized
ACWV ISHARES INC 0.0%
Value ($000) $261 Shares 2,186 Est. Cost $88.30 Unrealized
IBMQ ISHARES TR 0.0%
Value ($000) $894 Shares 35,000 Est. Cost $25.61 Unrealized
BNY MELLON HIGH YIELD STRATE 0.0%
Value ($000) $93 Shares 38,162 Est. Cost $3.22 Unrealized
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $381 Shares 6,084 Est. Cost $51.97 Unrealized +23.5%
UNTY UNITY BANCORP INC 0.0%
Value ($000) $439 Shares 8,469 Est. Cost $50.61 Unrealized +6.2%
DWS MUN INCOME TR 0.0%
Value ($000) $468 Shares 51,462 Est. Cost $8.31 Unrealized
GL GLOBE LIFE INC 0.0%
Value ($000) $465 Shares 3,344 Est. Cost $107.83 Unrealized +31.5%
SABA CAPITAL INCOME OPPORT 0.0%
Value ($000) $840 Shares 100,930 Est. Cost $8.64 Unrealized
BHRB BURKE HERBERT FINL SVCS CORP 0.0%
Value ($000) $803 Shares 12,890 Est. Cost $61.63 Unrealized +6.2%
IBMO ISHARES TR 0.0%
Value ($000) $897 Shares 35,000 Est. Cost $25.61 Unrealized
UVV UNIVERSAL CORP VA MTNS BK EN 0.0%
Value ($000) $238 Shares 4,512 Est. Cost $48.30 Unrealized +13.0%
AGZ ISHARES TR 0.0%
Value ($000) $483 Shares 4,402 Est. Cost $109.44 Unrealized
NPAC NEW PROVIDENCE ACQUISITION C 0.0%
Value ($000) $808 Shares 78,780 Est. Cost $10.26 Unrealized +0.6%