First PREMIER Bank Diversified Active

CIK: 0001653926 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 26, 2022

Total Value ($000): $334,980 (100.0% shares, 0.0% debt)

Holdings (406)

VTI VANGUARD TOTAL STOCK MARKET ETF 6.9%
Value ($000) $22,984 Shares 121,855 Est. Cost $173.23 Unrealized
PHDG INVESCO S&P 500 DOWNSIDE HEDGED ETF 4.3%
Value ($000) $14,316 Shares 438,770 Est. Cost $34.78 Unrealized
VTV VANGUARD VALUE ETF 4.1%
Value ($000) $13,866 Shares 105,139 Est. Cost $136.21 Unrealized
AAPL APPLE COMPUTER INC 3.8%
Value ($000) $12,826 Shares 93,810 Est. Cost $87.75 Unrealized +69.4%
SWAN AMPLIFY BLACKSWAN GROWTH & TREASURY CORE ETF 3.0%
Value ($000) $9,934 Shares 368,054 Est. Cost $32.75 Unrealized
PG PROCTER & GAMBLE CO 2.5%
Value ($000) $8,529 Shares 59,318 Est. Cost $61.15 Unrealized +124.5%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $8,420 Shares 47,436 Est. Cost $82.02 Unrealized +95.0%
DUK DUKE ENERGY CORP 2.2%
Value ($000) $7,356 Shares 68,617 Est. Cost $47.93 Unrealized +99.0%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 2.2%
Value ($000) $7,351 Shares 118,558 Est. Cost $56.51 Unrealized
UNP UNION PACIFIC CORP 2.1%
Value ($000) $7,113 Shares 33,353 Est. Cost $75.64 Unrealized +176.0%
NWE NORTHWESTERN CORP 2.0%
Value ($000) $6,822 Shares 115,767 Est. Cost $36.76 Unrealized +36.0%
SO SOUTHERN CO 2.0%
Value ($000) $6,775 Shares 95,007 Est. Cost $30.19 Unrealized +112.9%
MSFT MICROSOFT CORP 2.0%
Value ($000) $6,699 Shares 26,082 Est. Cost $108.64 Unrealized +142.5%
XEL XCEL ENERGY INC 1.8%
Value ($000) $5,902 Shares 83,408 Est. Cost $28.39 Unrealized +126.7%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 1.7%
Value ($000) $5,835 Shares 17,867 Est. Cost $261.57 Unrealized
VEU VANGUARD FTSE ALL WORLD EX US ETF 1.6%
Value ($000) $5,318 Shares 106,452 Est. Cost $58.22 Unrealized
VHT VANGUARD HEALTH CARE ETF 1.6%
Value ($000) $5,300 Shares 22,503 Est. Cost $185.16 Unrealized
VB VANGUARD SMALL-CAP ETF 1.5%
Value ($000) $4,991 Shares 28,335 Est. Cost $184.98 Unrealized
PGX INVESCO PREFERRED ETF 1.4%
Value ($000) $4,766 Shares 386,272 Est. Cost $14.43 Unrealized
PFE PFIZER INC 1.4%
Value ($000) $4,720 Shares 90,039 Est. Cost $21.76 Unrealized +93.0%
PEP PEPSICO INC 1.4%
Value ($000) $4,701 Shares 28,213 Est. Cost $77.70 Unrealized +92.8%
MA MASTERCARD INC CL A 1.3%
Value ($000) $4,466 Shares 14,154 Est. Cost $110.18 Unrealized +206.1%
MCD MCDONALD'S CORP 1.3%
Value ($000) $4,333 Shares 17,555 Est. Cost $98.75 Unrealized +129.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.3%
Value ($000) $4,191 Shares 15,353 Est. Cost $159.13 Unrealized +97.1%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 1.2%
Value ($000) $4,019 Shares 63,520 Est. Cost $29.73 Unrealized +102.0%
VO VANGUARD MID-CAP ETF 1.2%
Value ($000) $4,005 Shares 20,330 Est. Cost $170.35 Unrealized
VNQ VANGUARD REAL ESTATE INDEX FUND ETF 1.2%
Value ($000) $3,957 Shares 43,425 Est. Cost $81.02 Unrealized
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 1.1%
Value ($000) $3,771 Shares 81,322 Est. Cost $53.47 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 1.0%
Value ($000) $3,503 Shares 34,445 Est. Cost $91.23 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.0%
Value ($000) $3,500 Shares 85,795 Est. Cost $44.46 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 1.0%
Value ($000) $3,436 Shares 35,750 Est. Cost $54.61 Unrealized +62.1%
USB US BANCORP 1.0%
Value ($000) $3,337 Shares 72,509 Est. Cost $36.24 Unrealized +15.6%
ADP AUTOMATIC DATA PROCESSING INC 0.9%
Value ($000) $2,940 Shares 13,995 Est. Cost $78.42 Unrealized +158.2%
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.9%
Value ($000) $2,895 Shares 72,566 Est. Cost $36.89 Unrealized
KO COCA-COLA CO 0.8%
Value ($000) $2,737 Shares 43,502 Est. Cost $32.45 Unrealized +74.9%
MRK MERCK & CO INC 0.8%
Value ($000) $2,711 Shares 29,738 Est. Cost $42.30 Unrealized +87.2%
CSX CSX CORP 0.8%
Value ($000) $2,607 Shares 89,703 Est. Cost $24.63 Unrealized +25.6%
EMR EMERSON ELECTRIC CO 0.8%
Value ($000) $2,605 Shares 32,739 Est. Cost $42.31 Unrealized +93.5%
MDLZ MONDELEZ INTL INC 0.8%
Value ($000) $2,585 Shares 41,640 Est. Cost $35.89 Unrealized +59.5%
AMGN AMGEN INC 0.8%
Value ($000) $2,555 Shares 10,500 Est. Cost $135.44 Unrealized +61.4%
EVRG EVERGY INC 0.8%
Value ($000) $2,525 Shares 38,704 Est. Cost $40.19 Unrealized +44.9%
SPY SPDR S&P 500 ETF 0.7%
Value ($000) $2,457 Shares 6,511 Est. Cost $393.49 Unrealized
JPM J.P.MORGAN CHASE & CO 0.7%
Value ($000) $2,325 Shares 20,641 Est. Cost $57.51 Unrealized +96.5%
NXTG FIRST TRUST INDXX NEXT G ETF 0.6%
Value ($000) $2,175 Shares 33,757 Est. Cost $59.72 Unrealized
ES EVERSOURCE ENERGY NPV 0.6%
Value ($000) $2,105 Shares 24,918 Est. Cost $37.51 Unrealized +103.5%
BKH BLACK HILLS CORP 0.6%
Value ($000) $2,054 Shares 28,228 Est. Cost $34.42 Unrealized +85.4%
BND VANGUARD TOTAL BOND MARKET ETF 0.6%
Value ($000) $1,954 Shares 25,958 Est. Cost $85.02 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.6%
Value ($000) $1,849 Shares 44,385 Est. Cost $40.47 Unrealized
WM WASTE MANAGEMENT INC 0.5%
Value ($000) $1,803 Shares 11,780 Est. Cost $44.64 Unrealized +231.4%
CVS CVS/CAREMARK CORPORATION 0.5%
Value ($000) $1,663 Shares 17,943 Est. Cost $58.10 Unrealized +47.9%
BSV VANGUARD SHORT-TERM BOND ETF 0.5%
Value ($000) $1,603 Shares 20,876 Est. Cost $81.06 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.5%
Value ($000) $1,584 Shares 11,800 Est. Cost $129.64 Unrealized
VOO VANGUARD 500 INDEX FUND ETF 0.5%
Value ($000) $1,538 Shares 4,436 Est. Cost $263.06 Unrealized
VUG VANGUARD GROWTH INDEX ETF 0.5%
Value ($000) $1,509 Shares 6,767 Est. Cost $276.41 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.4%
Value ($000) $1,467 Shares 30,953 Est. Cost $49.93 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.4%
Value ($000) $1,458 Shares 14,370 Est. Cost $105.56 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $1,444 Shares 9,436 Est. Cost $64.83 Unrealized +106.9%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1,382 Shares 27,232 Est. Cost $32.29 Unrealized +24.2%
BX BLACKSTONE INC 0.4%
Value ($000) $1,373 Shares 15,055 Est. Cost $39.22 Unrealized +145.0%
INTC INTEL CORP 0.4%
Value ($000) $1,334 Shares 35,657 Est. Cost $32.52 Unrealized +24.9%
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 0.4%
Value ($000) $1,300 Shares 63,273 Est. Cost $16.93 Unrealized
WMT WALMART INC 0.4%
Value ($000) $1,270 Shares 10,447 Est. Cost $20.89 Unrealized +110.8%
MDU MDU RESOURCES GROUP 0.4%
Value ($000) $1,229 Shares 45,562 Est. Cost $5.83 Unrealized +57.1%
BRK/A BERKSHIRE HATHAWAY INC 0.4%
Value ($000) $1,227 Shares 3 Est. Cost $262373.40 Unrealized +79.6%
LAMR LAMAR ADVERTISING CO CLASS A 0.4%
Value ($000) $1,208 Shares 13,738 Est. Cost $72.06 Unrealized
ABT ABBOTT LABORATORIES 0.3%
Value ($000) $1,139 Shares 10,487 Est. Cost $40.20 Unrealized +163.9%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $1,114 Shares 14,468 Est. Cost $47.52 Unrealized +36.7%
AMZN AMAZON.COM INC 0.3%
Value ($000) $1,077 Shares 10,140 Est. Cost $123.69 Unrealized +1.2%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $1,042 Shares 16,873 Est. Cost $54.15 Unrealized -0.1%
JEPI JP MORGAN EQUITY PREMIUM INCOME ETF 0.3%
Value ($000) $1,031 Shares 18,598 Est. Cost $59.31 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $997 Shares 7,804 Est. Cost $53.01 Unrealized +135.6%
VFH VANGUARD FINANCIALS ETF 0.3%
Value ($000) $990 Shares 12,821 Est. Cost $74.25 Unrealized
CVX CHEVRON CORPORATION 0.3%
Value ($000) $988 Shares 6,826 Est. Cost $71.53 Unrealized +99.5%
AMLP ALERIAN MLP-ETF 0.3%
Value ($000) $953 Shares 27,672 Est. Cost $24.68 Unrealized
QQQ INVESCO QQQ TRUST 0.3%
Value ($000) $950 Shares 3,392 Est. Cost $299.06 Unrealized
SAB BIOTHERAPEUTICS INC 0.3%
Value ($000) $946 Shares 652,440 Est. Cost $1.45 Unrealized
WK WORKIVA INC COM CL A 0.3%
Value ($000) $945 Shares 14,319 Est. Cost $21.04 Unrealized +295.6%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 0.3%
Value ($000) $940 Shares 6,551 Est. Cost $126.18 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.3%
Value ($000) $930 Shares 13,293 Est. Cost $64.49 Unrealized
ROUS LATTICE STRATEGIES TRUST HARTFORD MULTIFACTOR US EQUITY ETF 0.3%
Value ($000) $903 Shares 24,060 Est. Cost $31.55 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $876 Shares 2,037 Est. Cost $283.07 Unrealized +40.6%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.3%
Value ($000) $862 Shares 2,800 Est. Cost $275.48 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $858 Shares 11,244 Est. Cost $51.21 Unrealized +37.4%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $786 Shares 18,432 Est. Cost $33.17 Unrealized +29.1%
ENB ENBRIDGE, INC. 0.2%
Value ($000) $782 Shares 18,507 Est. Cost $24.12 Unrealized +46.1%
RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS EX US ETF 0.2%
Value ($000) $777 Shares 31,200 Est. Cost $28.25 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $771 Shares 9,104 Est. Cost $38.03 Unrealized +99.2%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $726 Shares 23,340 Est. Cost $26.45 Unrealized +23.8%
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.2%
Value ($000) $720 Shares 5,658 Est. Cost $129.06 Unrealized
CME CME GROUP INC COM 0.2%
Value ($000) $641 Shares 3,128 Est. Cost $72.22 Unrealized +151.9%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND ETF 0.2%
Value ($000) $619 Shares 7,250 Est. Cost $57.76 Unrealized
BIZD VANECK VECTORS BDC INCOME ETF 0.2%
Value ($000) $618 Shares 40,935 Est. Cost $14.87 Unrealized
WCLD WISDOMTREE CLOUD COMPUTING ETF 0.2%
Value ($000) $566 Shares 20,202 Est. Cost $53.79 Unrealized
PAYX PAYCHEX INC COM 0.2%
Value ($000) $556 Shares 4,887 Est. Cost $41.65 Unrealized +171.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $553 Shares 11,262 Est. Cost $48.97 Unrealized
C CITIGROUP INC 0.2%
Value ($000) $548 Shares 11,920 Est. Cost $40.94 Unrealized +6.9%
COF CAPITAL ONE FINANCIAL CORP 0.2%
Value ($000) $518 Shares 4,967 Est. Cost $70.00 Unrealized +63.5%
BK BANK NEW YORK MELLON CORP COM 0.2%
Value ($000) $512 Shares 12,279 Est. Cost $34.46 Unrealized +16.3%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $498 Shares 5,809 Est. Cost $48.89 Unrealized +62.8%
NSC NORFOLK SOUTHERN CORP COM 0.1%
Value ($000) $475 Shares 2,085 Est. Cost $107.78 Unrealized +110.1%
CLX CLOROX CO 0.1%
Value ($000) $453 Shares 3,217 Est. Cost $119.17 Unrealized +6.2%
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.1%
Value ($000) $451 Shares 9,000 Est. Cost $53.00 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.1%
Value ($000) $446 Shares 6,897 Est. Cost $60.20 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.1%
Value ($000) $438 Shares 7,443 Est. Cost $25.29 Unrealized +129.9%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $435 Shares 800 Est. Cost $568.16 Unrealized -4.1%
TRI-CONTINENTAL CORPORATION ETF 0.1%
Value ($000) $434 Shares 16,574 Est. Cost $34.09 Unrealized
V VISA INC CLASS A 0.1%
Value ($000) $421 Shares 2,138 Est. Cost $173.34 Unrealized +16.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $416 Shares 4,635 Est. Cost $64.83 Unrealized +39.4%
ALRS ALERUS FINANCIAL CORP 0.1%
Value ($000) $406 Shares 17,036 Est. Cost $16.34 Unrealized +34.8%
VGK VANGUARD FTSE EUROPE ETF 0.1%
Value ($000) $399 Shares 7,563 Est. Cost $52.76 Unrealized
IEFA ISHARE CORE MSCI EAFE ETF 0.1%
Value ($000) $396 Shares 6,730 Est. Cost $58.61 Unrealized
WY WEYERHAEUSER CO. 0.1%
Value ($000) $385 Shares 11,624 Est. Cost $22.58 Unrealized +48.7%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.1%
Value ($000) $368 Shares 3,977 Est. Cost $90.58 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $364 Shares 961 Est. Cost $262.28 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $362 Shares 2,078 Est. Cost $142.75 Unrealized +16.5%
WFC WELLS FARGO & CO NEW 0.1%
Value ($000) $356 Shares 9,069 Est. Cost $40.90 Unrealized -2.3%
VPU VANGUARD UTILITIES ETF 0.1%
Value ($000) $343 Shares 2,251 Est. Cost $141.03 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 0.1%
Value ($000) $342 Shares 1,511 Est. Cost $226.32 Unrealized
XLV SPDR HEALTH CARE SELECT SECTOR ETF 0.1%
Value ($000) $340 Shares 2,650 Est. Cost $127.08 Unrealized
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND ETF 0.1%
Value ($000) $337 Shares 6,457 Est. Cost $69.08 Unrealized
GSK PLC ADR 0.1%
Value ($000) $308 Shares 7,061 Est. Cost $39.52 Unrealized
VV VANGUARD LARGE-CAP ETF 0.1%
Value ($000) $299 Shares 1,734 Est. Cost $173.03 Unrealized
BIP BROOKFIELD INFRASTRUCTURE PARTNERS LP 0.1%
Value ($000) $290 Shares 7,582 Est. Cost $45.85 Unrealized
CMI CUMMINS INC (EX. CUMMINS ENGINE INC) 0.1%
Value ($000) $286 Shares 1,476 Est. Cost $99.40 Unrealized +84.1%
BXMT BLACKSTONE MTG TR INC 0.1%
Value ($000) $285 Shares 10,315 Est. Cost $32.19 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $283 Shares 2,958 Est. Cost $59.10 Unrealized +49.7%
IAU ISHARES GOLD TRUST ETF 0.1%
Value ($000) $281 Shares 8,188 Est. Cost $34.32 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $279 Shares 4,380 Est. Cost $47.56 Unrealized 0.0%
DNP SELECT INCOME FUND INC 0.1%
Value ($000) $274 Shares 25,298 Est. Cost $10.51 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $271 Shares 989 Est. Cost $236.82 Unrealized +13.6%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $269 Shares 8,548 Est. Cost $31.47 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $267 Shares 1,844 Est. Cost $118.24 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.1%
Value ($000) $255 Shares 1,378 Est. Cost $153.87 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $249 Shares 1,367 Est. Cost $88.96 Unrealized +72.4%
MMM 3M CO 0.1%
Value ($000) $233 Shares 1,803 Est. Cost $109.55 Unrealized -4.0%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $218 Shares 3,926 Est. Cost $24.86 Unrealized +1.9%
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $215 Shares 2,161 Est. Cost $91.02 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $208 Shares 3,975 Est. Cost $47.90 Unrealized +9.9%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $206 Shares 943 Est. Cost $217.73 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR ETF 0.1%
Value ($000) $202 Shares 2,313 Est. Cost $87.33 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES CORP IBM 0.1%
Value ($000) $201 Shares 1,430 Est. Cost $103.26 Unrealized +13.8%
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $201 Shares 4,000 Est. Cost $19.56 Unrealized +184.9%
NKE NIKE INC 0.1%
Value ($000) $196 Shares 1,915 Est. Cost $117.59 Unrealized -5.4%
LLY ELI LILLY & CO 0.1%
Value ($000) $193 Shares 595 Est. Cost $206.17 Unrealized +41.1%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $192 Shares 5,040 Est. Cost $40.23 Unrealized -16.6%
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.1%
Value ($000) $184 Shares 4,181 Est. Cost $44.01 Unrealized
DIS WALT DISNEY CO CORP 0.1%
Value ($000) $181 Shares 1,911 Est. Cost $106.61 Unrealized +1.7%
GOOG ALPHABET INC CL C 0.1%
Value ($000) $179 Shares 82 Est. Cost $90.41 Unrealized +29.7%
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $178 Shares 1,085 Est. Cost $171.53 Unrealized
XLY SELECT SECTOR SPDR FUND CONSUMER DISCRETIONARY 0.1%
Value ($000) $171 Shares 1,241 Est. Cost $137.79 Unrealized
T AT&T INC. 0.1%
Value ($000) $170 Shares 8,078 Est. Cost $14.91 Unrealized +9.3%
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.1%
Value ($000) $170 Shares 9,334 Est. Cost $42.05 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $170 Shares 1,897 Est. Cost $38.63 Unrealized +132.8%
META META PLATFORMS CLASS A 0.0%
Value ($000) $161 Shares 1,000 Est. Cost $191.58 Unrealized 0.0%
DAKT DAKTRONICS INC 0.0%
Value ($000) $159 Shares 52,880 Est. Cost $6.53 Unrealized -48.8%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $155 Shares 2,858 Est. Cost $54.23 Unrealized
DOW DOW, INC 0.0%
Value ($000) $154 Shares 2,981 Est. Cost $32.96 Unrealized +57.1%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $154 Shares 842 Est. Cost $98.69 Unrealized +85.4%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $153 Shares 15,288 Est. Cost $11.74 Unrealized
BUD ANHEUSER BUSCH 0.0%
Value ($000) $152 Shares 2,815 Est. Cost $65.94 Unrealized
NVS NOVARTIS AG ADR 0.0%
Value ($000) $147 Shares 1,740 Est. Cost $82.12 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $144 Shares 281 Est. Cost $343.82 Unrealized +37.0%
GOOGL ALPHABET INC CL A 0.0%
Value ($000) $144 Shares 66 Est. Cost $62.93 Unrealized +85.7%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $143 Shares 2,002 Est. Cost $71.43 Unrealized
GOVT ISHARES CORE US TREASURY BOND ETF 0.0%
Value ($000) $142 Shares 5,937 Est. Cost $26.32 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $141 Shares 621 Est. Cost $197.62 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $141 Shares 3,101 Est. Cost $57.04 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $140 Shares 1,989 Est. Cost $56.28 Unrealized +24.1%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $139 Shares 2,653 Est. Cost $52.39 Unrealized
VBR VANGUARD SMALL-CAP VALUE ETF 0.0%
Value ($000) $136 Shares 910 Est. Cost $127.47 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $136 Shares 550 Est. Cost $220.31 Unrealized +8.2%
FCX FREEPORT MCMORAN COPPER & GOLD INC 0.0%
Value ($000) $132 Shares 4,500 Est. Cost $9.79 Unrealized +287.5%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $131 Shares 1,392 Est. Cost $89.48 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $127 Shares 981 Est. Cost $107.31 Unrealized
CLOU GLOBAL X CLOUD COMPUTING ETF 0.0%
Value ($000) $117 Shares 7,120 Est. Cost $25.64 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $116 Shares 2,250 Est. Cost $44.89 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $114 Shares 834 Est. Cost $95.92 Unrealized
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.0%
Value ($000) $106 Shares 2,188 Est. Cost $50.68 Unrealized
COPX GLOBAL X FUNDS GLOBAL X COPPER MINERS ETF 0.0%
Value ($000) $106 Shares 3,500 Est. Cost $11.71 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $104 Shares 1,434 Est. Cost $72.52 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $104 Shares 2,758 Est. Cost $49.05 Unrealized
TECH BIO-TECHNE CORP 0.0%
Value ($000) $104 Shares 300 Est. Cost $25.95 Unrealized +255.2%
FTSL FIRST TRUST SENIOR LOAN ETF 0.0%
Value ($000) $97 Shares 2,201 Est. Cost $47.72 Unrealized
CE CELANESE CORP DEL COM SER A 0.0%
Value ($000) $96 Shares 815 Est. Cost $97.10 Unrealized +39.1%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $96 Shares 900 Est. Cost $110.00 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $96 Shares 2,510 Est. Cost $24.51 Unrealized +50.0%
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $90 Shares 5,224 Est. Cost $17.23 Unrealized
TFC TRUIST FINANCIAL CORPORATION 0.0%
Value ($000) $90 Shares 1,904 Est. Cost $39.43 Unrealized +3.4%
SCHE SCHWAB STRATEGIC TR EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $89 Shares 3,500 Est. Cost $25.43 Unrealized
CUZ COUSINS PROPERTIES INCORPORATED 0.0%
Value ($000) $87 Shares 2,980 Est. Cost $37.58 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $86 Shares 40 Est. Cost $575.93 Unrealized +257.1%
APA APA CORPORATION 0.0%
Value ($000) $85 Shares 2,457 Est. Cost $17.55 Unrealized +114.9%
TLT ISHARES 20 PLUS YEAR TREASURY BOND ETF 0.0%
Value ($000) $85 Shares 738 Est. Cost $157.16 Unrealized
EXC EXELON CORPORATION 0.0%
Value ($000) $85 Shares 1,883 Est. Cost $21.39 Unrealized +92.7%
BHP BHP GROUP LIMITED 0.0%
Value ($000) $82 Shares 1,462 Est. Cost $71.43 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $82 Shares 1,126 Est. Cost $80.44 Unrealized
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.0%
Value ($000) $80 Shares 3,400 Est. Cost $25.00 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $79 Shares 2,500 Est. Cost $50.08 Unrealized -27.7%
VSS VANGUARD FTSE ALL-WORLD EX US SMALL CAP INDEX FUND ETF 0.0%
Value ($000) $79 Shares 768 Est. Cost $113.87 Unrealized
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $78 Shares 450 Est. Cost $152.05 Unrealized +18.7%
LOW LOWES COS INC COM 0.0%
Value ($000) $77 Shares 440 Est. Cost $130.20 Unrealized +37.9%
SHOCKWAVE MEDICAL INC 0.0%
Value ($000) $76 Shares 400 Est. Cost $45.00 Unrealized
XLB MATERIALS SELECT SECTOR SPDR ETF 0.0%
Value ($000) $74 Shares 1,000 Est. Cost $74.00 Unrealized
VIOO VANGUARD S&P SMALL CAP 600 ETF 0.0%
Value ($000) $73 Shares 429 Est. Cost $151.43 Unrealized
IAT ISHARES US REGIONAL BANKS ETF 0.0%
Value ($000) $71 Shares 1,440 Est. Cost $48.25 Unrealized
EWU ISHARES MSCI UNITED KINGDOM ETF 0.0%
Value ($000) $71 Shares 2,359 Est. Cost $30.10 Unrealized
ADSK AUTODESK INC COM 0.0%
Value ($000) $69 Shares 400 Est. Cost $183.53 Unrealized +4.8%
VNQI VANGUARD GLOBAL EX-US REAL ESTATE ETF 0.0%
Value ($000) $69 Shares 1,563 Est. Cost $51.59 Unrealized
SCHB SCHWAB US BROAD MARKET ETF 0.0%
Value ($000) $67 Shares 1,508 Est. Cost $83.57 Unrealized
USAC USA COMPRESSION PARTNERS LP 0.0%
Value ($000) $67 Shares 4,000 Est. Cost $14.13 Unrealized
DE DEERE & COMPANY 0.0%
Value ($000) $67 Shares 225 Est. Cost $342.83 Unrealized +2.0%
TGT TARGET CORP 0.0%
Value ($000) $63 Shares 450 Est. Cost $191.41 Unrealized -11.1%
NEE NEXTERA ENERGY INC. COM 0.0%
Value ($000) $63 Shares 813 Est. Cost $61.94 Unrealized +11.1%
NVDA NVIDIA CORP 0.0%
Value ($000) $61 Shares 400 Est. Cost $19.54 Unrealized -3.6%
DHR DANAHER CORPORATION 0.0%
Value ($000) $59 Shares 230 Est. Cost $108.23 Unrealized +109.0%
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $57 Shares 356 Est. Cost $153.35 Unrealized
IWM ISHARES RUSSELL 2000 INDEX ETF 0.0%
Value ($000) $56 Shares 334 Est. Cost $222.16 Unrealized
CMCSA COMCAST CORP 0.0%
Value ($000) $55 Shares 1,411 Est. Cost $29.32 Unrealized +30.8%
BBAX JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX JAPAN ETF 0.0%
Value ($000) $55 Shares 1,160 Est. Cost $47.41 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $55 Shares 581 Est. Cost $74.52 Unrealized
TEX TEREX CORPORATION 0.0%
Value ($000) $55 Shares 2,000 Est. Cost $48.57 Unrealized -31.4%
ALLIANCEBERNSTEIN NATIONAL MUNICIPAL INCOME ETF 0.0%
Value ($000) $54 Shares 4,700 Est. Cost $12.55 Unrealized
FISV FISERV INC 0.0%
Value ($000) $53 Shares 600 Est. Cost $102.09 Unrealized -5.0%
DVY ISHARES SELECT DIVIDEND - ETF 0.0%
Value ($000) $53 Shares 447 Est. Cost $75.31 Unrealized
DMLP DORCHESTER MINERALS, LP 0.0%
Value ($000) $53 Shares 2,210 Est. Cost $18.55 Unrealized
BBCA JPMORGAN BETABUILDERS CANADA ETF 0.0%
Value ($000) $53 Shares 908 Est. Cost $58.37 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $52 Shares 1,300 Est. Cost $55.38 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE INDEX ETF 0.0%
Value ($000) $51 Shares 800 Est. Cost $63.75 Unrealized
ETR ENTERGY CORP 0.0%
Value ($000) $51 Shares 450 Est. Cost $22.59 Unrealized +128.0%
BP BP PLC 0.0%
Value ($000) $50 Shares 1,738 Est. Cost $29.70 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.0%
Value ($000) $50 Shares 1,035 Est. Cost $29.05 Unrealized +78.2%
MO ALTRIA GROUP INC 0.0%
Value ($000) $50 Shares 1,190 Est. Cost $25.40 Unrealized +51.4%
LQD ISHARES IBOXX INVESTMENT GRADE CRP BOND ETF 0.0%
Value ($000) $50 Shares 450 Est. Cost $120.00 Unrealized
CNH CNH INDUSTRIAL NV 0.0%
Value ($000) $50 Shares 4,295 Est. Cost $7.75 Unrealized +67.8%
PYPL PAYPAL HOLDINGS, INC 0.0%
Value ($000) $49 Shares 708 Est. Cost $202.94 Unrealized -57.4%
VUSB VANGUARD ULTRA SHORT BOND ETF 0.0%
Value ($000) $49 Shares 1,002 Est. Cost $48.90 Unrealized
CMP COMPASS MINERALS INTERNATIONAL INC 0.0%
Value ($000) $48 Shares 1,368 Est. Cost $55.60 Unrealized -14.2%
CL COLGATE PALMOLIVE 0.0%
Value ($000) $48 Shares 600 Est. Cost $73.06 Unrealized -1.7%
TOTALENERGIES SE ADR 0.0%
Value ($000) $48 Shares 905 Est. Cost $47.91 Unrealized
IJT ISHARES S&P SMALL CAP 600 GROWTH ETF 0.0%
Value ($000) $47 Shares 450 Est. Cost $145.56 Unrealized
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX ETF 0.0%
Value ($000) $43 Shares 320 Est. Cost $134.38 Unrealized
VTWO VANGUARD RUSSELL 2000 INDEX ETF 0.0%
Value ($000) $43 Shares 633 Est. Cost $67.93 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $43 Shares 372 Est. Cost $146.62 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $42 Shares 450 Est. Cost $110.53 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $41 Shares 314 Est. Cost $47.66 Unrealized +162.9%
INVESCO MUNICIPAL OPPORTUNITY TRUST 0.0%
Value ($000) $41 Shares 3,964 Est. Cost $11.35 Unrealized
DEO DIAGEO PLC SPONSORED ADR 0.0%
Value ($000) $38 Shares 220 Est. Cost $190.91 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $38 Shares 750 Est. Cost $94.36 Unrealized
PIMCO MUNICIPAL INCOME FUND II 0.0%
Value ($000) $38 Shares 3,500 Est. Cost $11.43 Unrealized
NUVEEN AMT-FREE MUNICIPAL VALUE ETF 0.0%
Value ($000) $37 Shares 2,650 Est. Cost $14.72 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $37 Shares 239 Est. Cost $156.26 Unrealized -3.4%
CCI CROWN CASTLE INTERNATIONAL CORP REIT 0.0%
Value ($000) $37 Shares 215 Est. Cost $124.06 Unrealized +21.0%
FDX FEDEX CORPORATION 0.0%
Value ($000) $36 Shares 160 Est. Cost $219.72 Unrealized -10.5%
BBEU JPMORGAN BETABUILDERS EUROPE ETF 0.0%
Value ($000) $36 Shares 774 Est. Cost $46.51 Unrealized
BROOKFIELD INFRASTRUCTURE CORP VOTING SHARES CLASS A 0.0%
Value ($000) $36 Shares 841 Est. Cost $45.17 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $36 Shares 627 Est. Cost $58.42 Unrealized 0.0%
PIMCO CORPORATE & INCOME STRATEGY FUND 0.0%
Value ($000) $36 Shares 2,827 Est. Cost $15.38 Unrealized
TSLA TESLA, INC. 0.0%
Value ($000) $36 Shares 53 Est. Cost $200.48 Unrealized +36.2%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $35 Shares 125 Est. Cost $194.45 Unrealized +37.6%
JOHN HANCOCK PREMIUM DIV FD 0.0%
Value ($000) $35 Shares 2,488 Est. Cost $16.38 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $35 Shares 435 Est. Cost $64.00 Unrealized +26.5%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $35 Shares 270 Est. Cost $118.52 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $33 Shares 150 Est. Cost $170.87 Unrealized +24.9%
NIO NIO INC SPON ADS 0.0%
Value ($000) $33 Shares 1,500 Est. Cost $39.78 Unrealized
FMS FRESENIUS MEDICAL CARE AG & CO. ADR 0.0%
Value ($000) $32 Shares 1,290 Est. Cost $34.72 Unrealized
IJK ISHARES S&P MID CAP 400 GROWTH ETF 0.0%
Value ($000) $32 Shares 500 Est. Cost $114.00 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $31 Shares 405 Est. Cost $81.11 Unrealized
CWB SPDR SERIES TRUST BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $31 Shares 475 Est. Cost $77.09 Unrealized
FREYEUR FREYR BATTERY 0.0%
Value ($000) $31 Shares 4,500 Est. Cost $6.89 Unrealized
DLR DIGITAL REALTY TRUST 0.0%
Value ($000) $31 Shares 239 Est. Cost $77.24 Unrealized +56.7%
ECL ECOLAB INC 0.0%
Value ($000) $31 Shares 200 Est. Cost $179.54 Unrealized -11.4%
DRIL QUIP 0.0%
Value ($000) $31 Shares 1,200 Est. Cost $37.50 Unrealized
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $30 Shares 650 Est. Cost $47.18 Unrealized -1.6%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $30 Shares 500 Est. Cost $62.79 Unrealized -6.4%
ASPN ASPEN AEROGELS INC CORP COMMON 0.0%
Value ($000) $30 Shares 3,000 Est. Cost $28.36 Unrealized -28.9%
CFR CULLEN/FROST BANKERS INC 0.0%
Value ($000) $29 Shares 250 Est. Cost $52.78 Unrealized +116.0%
BR BROADRIDGE FINL SOLUTIONS INCOM 0.0%
Value ($000) $28 Shares 195 Est. Cost $47.04 Unrealized +189.6%
ETN EATON CORP 0.0%
Value ($000) $28 Shares 225 Est. Cost $133.92 Unrealized -1.0%
IWN ISHARES RUSSEL 2000 VALUE ETF 0.0%
Value ($000) $28 Shares 209 Est. Cost $162.68 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $28 Shares 500 Est. Cost $50.26 Unrealized +32.3%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $27 Shares 200 Est. Cost $93.38 Unrealized +22.9%
CNXC CONCENTRIX CORP 0.0%
Value ($000) $27 Shares 200 Est. Cost $90.48 Unrealized +54.7%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $27 Shares 75 Est. Cost $291.94 Unrealized +39.4%
FMC FMC CORP 0.0%
Value ($000) $26 Shares 240 Est. Cost $85.13 Unrealized +25.6%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $26 Shares 344 Est. Cost $119.38 Unrealized -21.6%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $26 Shares 20 Est. Cost $6.74 Unrealized +313.6%
CXT CRANE CO 0.0%
Value ($000) $26 Shares 301 Est. Cost $31.73 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $25 Shares 180 Est. Cost $94.28 Unrealized +67.1%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $25 Shares 267 Est. Cost $62.33 Unrealized +34.8%
BIDU BAIDU INC ADR 0.0%
Value ($000) $25 Shares 170 Est. Cost $155.09 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $24 Shares 300 Est. Cost $90.00 Unrealized
NUVEEN MINNESOTA QUALITY MUNICIPAL INCOME FUND MNESOTA QLTY MNCPL INCM CF 0.0%
Value ($000) $24 Shares 1,600 Est. Cost $15.00 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $23 Shares 323 Est. Cost $71.21 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $23 Shares 400 Est. Cost $65.04 Unrealized -6.4%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $23 Shares 200 Est. Cost $125.00 Unrealized
SCHG SCHWAB US LARGE-CAP GROWTH ETF 0.0%
Value ($000) $23 Shares 404 Est. Cost $94.06 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $23 Shares 184 Est. Cost $49.75 Unrealized +141.2%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $22 Shares 217 Est. Cost $101.38 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $22 Shares 470 Est. Cost $53.19 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $22 Shares 439 Est. Cost $56.95 Unrealized
AWK AMERICAN WATER WORKS 0.0%
Value ($000) $22 Shares 150 Est. Cost $146.06 Unrealized -3.5%
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $22 Shares 345 Est. Cost $52.17 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $22 Shares 700 Est. Cost $29.85 Unrealized +15.6%
CRM SALESFORCE INC 0.0%
Value ($000) $21 Shares 130 Est. Cost $227.70 Unrealized -23.3%
VONG VANGUARD RUSSELL 1000 GROWTH INDEX ETF 0.0%
Value ($000) $21 Shares 379 Est. Cost $55.41 Unrealized
EWA ISHARES MSCI AUST ETF 0.0%
Value ($000) $21 Shares 996 Est. Cost $21.08 Unrealized
KOF COCA-COLA FEMSA ADR 0.0%
Value ($000) $21 Shares 380 Est. Cost $44.74 Unrealized
EBAY EBAY, INC. 0.0%
Value ($000) $21 Shares 500 Est. Cost $57.72 Unrealized -21.3%
WDFC WD-40 COMPANY 0.0%
Value ($000) $20 Shares 100 Est. Cost $199.68 Unrealized -12.3%
IGIB ISHARES INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $20 Shares 400 Est. Cost $55.00 Unrealized
PAA PLAINS ALL AMERICAN LP 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $11.50 Unrealized
QDEL QUIDELORTHO CORP 0.0%
Value ($000) $19 Shares 200 Est. Cost $101.94 Unrealized 0.0%
AFL AFLAC INC 0.0%
Value ($000) $19 Shares 340 Est. Cost $45.37 Unrealized +19.8%
SLI STANDARD LITHIUM LTD CORP COMMON 0.0%
Value ($000) $19 Shares 4,500 Est. Cost $5.92 Unrealized 0.0%
ESPO VANECK VIDEO GAMING & ESPORTS ETF 0.0%
Value ($000) $19 Shares 400 Est. Cost $70.00 Unrealized
BLACKROCK CREDIT ALLOCATION INCOME TRUST ETF 0.0%
Value ($000) $19 Shares 1,700 Est. Cost $13.53 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS, LP 0.0%
Value ($000) $19 Shares 772 Est. Cost $24.61 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $19 Shares 300 Est. Cost $75.68 Unrealized -12.2%
WESTERN ASSET HIGH YIELD DEFINED OPPORTUNITY 0.0%
Value ($000) $18 Shares 1,500 Est. Cost $15.11 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $18 Shares 100 Est. Cost $211.85 Unrealized -6.9%
FIS FIDELITY NATIONAL INFORMATION SERVICES, INC 0.0%
Value ($000) $17 Shares 190 Est. Cost $117.12 Unrealized -22.7%
VOT VANGUARD MID-CAP GROWTH INDEX ETF 0.0%
Value ($000) $17 Shares 95 Est. Cost $252.63 Unrealized
AMT AMERICAN TOWER REIT 0.0%
Value ($000) $17 Shares 67 Est. Cost $215.01 Unrealized +3.3%
KMI KINDER MORGAN INC 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $11.59 Unrealized +32.2%
AVGO BROADCOM INC 0.0%
Value ($000) $17 Shares 35 Est. Cost $42.05 Unrealized +24.6%
BLACKROCK INC 0.0%
Value ($000) $17 Shares 29 Est. Cost $768.13 Unrealized
D DOMINION ENERGY, INC. 0.0%
Value ($000) $16 Shares 200 Est. Cost $44.59 Unrealized +55.5%
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $16 Shares 170 Est. Cost $76.41 Unrealized +13.4%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $16 Shares 471 Est. Cost $24.53 Unrealized +16.4%
PICK ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF 0.0%
Value ($000) $16 Shares 450 Est. Cost $44.44 Unrealized
FOX FOX CORPORATION CLASS B 0.0%
Value ($000) $16 Shares 540 Est. Cost $31.53 Unrealized -2.1%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $16 Shares 190 Est. Cost $43.09 Unrealized +100.2%
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value ($000) $16 Shares 740 Est. Cost $27.03 Unrealized
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $14 Shares 30 Est. Cost $359.04 Unrealized +35.1%
MCHI ISHARES MSCI CHINA ETF 0.0%
Value ($000) $14 Shares 247 Est. Cost $56.68 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR ETF 0.0%
Value ($000) $13 Shares 307 Est. Cost $42.35 Unrealized
DAL DELTA AIRLINES 0.0%
Value ($000) $13 Shares 435 Est. Cost $34.10 Unrealized +8.7%
MFC MANULIFE FINANCIAL CORPORATION 0.0%
Value ($000) $13 Shares 765 Est. Cost $20.95 Unrealized -9.8%
MS MORGAN STANLEY 0.0%
Value ($000) $12 Shares 156 Est. Cost $20.98 Unrealized +245.2%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $12 Shares 155 Est. Cost $96.77 Unrealized
ALV AUTOLIV INC 0.0%
Value ($000) $12 Shares 165 Est. Cost $60.21 Unrealized +12.9%
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $12 Shares 104 Est. Cost $74.55 Unrealized +62.1%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $12 Shares 300 Est. Cost $136.88 Unrealized -60.9%
ETFMG ALTERNATIVE HARVEST 0.0%
Value ($000) $12 Shares 2,000 Est. Cost $13.00 Unrealized
WDS WOODSIDE ENERGY GROUP LTD ADR 0.0%
Value ($000) $12 Shares 527 Est. Cost $22.77 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $43.30 Unrealized +150.3%
LAM RESEARCH CORP 0.0%
Value ($000) $11 Shares 25 Est. Cost $640.00 Unrealized
WEC WEC ENERGY GROUP INC NPV 0.0%
Value ($000) $11 Shares 112 Est. Cost $80.62 Unrealized +10.9%
WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $11.00 Unrealized
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $11 Shares 320 Est. Cost $19.09 Unrealized +65.4%
EPP ISHARES MSCI PACIFIC EX JAPAN ETF 0.0%
Value ($000) $11 Shares 267 Est. Cost $41.20 Unrealized
AEE AMEREN CORPORATION 0.0%
Value ($000) $11 Shares 126 Est. Cost $57.26 Unrealized +44.5%
CEF NUVEEN REAL ASSET 0.0%
Value ($000) $11 Shares 825 Est. Cost $18.18 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $10 Shares 125 Est. Cost $92.19 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $52.65 Unrealized +62.2%
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $10 Shares 90 Est. Cost $133.33 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $10 Shares 400 Est. Cost $26.20 Unrealized -6.5%
PARAMOUNT GLOBAL CLASS B 0.0%
Value ($000) $10 Shares 395 Est. Cost $25.32 Unrealized
INN SUMMIT HOTEL PROPERTIES, LLC 0.0%
Value ($000) $9 Shares 1,282 Est. Cost $11.99 Unrealized
THO THOR INDUSTRIES INC 0.0%
Value ($000) $9 Shares 125 Est. Cost $84.50 Unrealized -15.2%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $9 Shares 100 Est. Cost $108.32 Unrealized -6.1%
BA BOEING CO 0.0%
Value ($000) $9 Shares 70 Est. Cost $201.15 Unrealized -26.7%
XMVTX BLACKROCK MUNIVEST FUND II INC CF 0.0%
Value ($000) $9 Shares 750 Est. Cost $13.33 Unrealized
KEY KEYCORP 0.0%
Value ($000) $9 Shares 500 Est. Cost $15.91 Unrealized 0.0%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $51.23 Unrealized +107.0%
REAVES UTILITY INCOME FUND 0.0%
Value ($000) $9 Shares 300 Est. Cost $33.33 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $9 Shares 140 Est. Cost $69.24 Unrealized +4.1%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $9 Shares 25 Est. Cost $560.00 Unrealized
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $100.00 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 0.0%
Value ($000) $8 Shares 81 Est. Cost $114.55 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $8 Shares 53 Est. Cost $147.64 Unrealized 0.0%
SNY SANOFI SA SPONSORED ADR 0.0%
Value ($000) $8 Shares 150 Est. Cost $53.33 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $8 Shares 693 Est. Cost $5.77 Unrealized +82.8%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $7 Shares 200 Est. Cost $17.13 Unrealized +117.7%
FLEX FLEX LTD 0.0%
Value ($000) $7 Shares 455 Est. Cost $13.59 Unrealized -8.8%
OTTR OTTER TAIL CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $56.77 Unrealized +2.1%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $47.48 Unrealized +46.3%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $203.34 Unrealized -79.1%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $6 Shares 95 Est. Cost $63.16 Unrealized
DDD 3 D SYSTEMS CORPORATION 0.0%
Value ($000) $6 Shares 600 Est. Cost $17.76 Unrealized -34.3%
WESTERN ASSET MUNICIPAL PARTNERS FUND 0.0%
Value ($000) $6 Shares 500 Est. Cost $16.00 Unrealized
EOG EOG RESOURCES, INC 0.0%
Value ($000) $6 Shares 53 Est. Cost $105.75 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $26.74 Unrealized +57.5%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $5 Shares 35 Est. Cost $151.71 Unrealized 0.0%
TORTOISE ENERGY INFRASTRUCTURE FUND (CEF) 0.0%
Value ($000) $5 Shares 170 Est. Cost $17.65 Unrealized
GPMT GRANITE POINT MORTGAGE TRUST INC 0.0%
Value ($000) $5 Shares 500 Est. Cost $18.00 Unrealized
COHEN & STEERS INFRASTRUCTURE FUND INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $30.00 Unrealized
PPC PILGRIMSPRIDE CORP 0.0%
Value ($000) $4 Shares 138 Est. Cost $26.31 Unrealized +11.8%
WBD WARNER BROS DISCOVERY SERIES A 0.0%
Value ($000) $4 Shares 318 Est. Cost $18.55 Unrealized 0.0%
SPIRIT AEROSYSTEMS HOLDINGS CLASS A 0.0%
Value ($000) $4 Shares 135 Est. Cost $44.44 Unrealized
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $3 Shares 104 Est. Cost $36.20 Unrealized
HAIN HAIN CELESTIAL GROUP INC 0.0%
Value ($000) $3 Shares 135 Est. Cost $41.27 Unrealized -31.0%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $3 Shares 400 Est. Cost $17.16 Unrealized -22.2%
EMBC EMBECTA CORP 0.0%
Value ($000) $3 Shares 110 Est. Cost $25.42 Unrealized 0.0%
OGN ORGANON & CO 0.0%
Value ($000) $2 Shares 49 Est. Cost $29.51 Unrealized 0.0%
GERN GERON CORP 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $1.34 Unrealized +5.5%
MOMENTUS INC CLASS A 0.0%
Value ($000) $1 Shares 500 Est. Cost $2.00 Unrealized
LUCID GROUP INC 0.0%
Value ($000) $1 Shares 85 Est. Cost $11.76 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $108.37 Unrealized
DG DOLLAR GENERAL CORP NEW 0.0%
Value ($000) $1 Shares 5 Est. Cost $195.56 Unrealized +12.0%
AMERICAN EAGLE OUTFITTERS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
KELLOGG 0.0%
Value ($000) $0 Shares 5 Est. Cost $47.02 Unrealized +21.9%
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $11.64 Unrealized 0.0%
MIDWEST HOLDING INC. 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $0 Shares 13 Est. Cost $76.92 Unrealized
CASH META FINANCIAL GROUP INC. 0.0%
Value ($000) $0 Shares 10 Est. Cost $41.90 Unrealized +0.3%