First PREMIER Bank Diversified Active

CIK: 0001653926 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 20, 2022

Total Value ($000): $306,476 (100.0% shares, 0.0% debt)

Holdings (410)

VTI VANGUARD TOTAL STOCK MARKET ETF 6.8%
Value ($000) $20,903 Shares 116,473 Est. Cost $173.23 Unrealized
PHDG INVESCO S&P 500 DOWNSIDE HEDGED ETF 4.9%
Value ($000) $15,105 Shares 444,383 Est. Cost $34.77 Unrealized
VTV VANGUARD VALUE ETF 4.4%
Value ($000) $13,611 Shares 110,227 Est. Cost $135.62 Unrealized
AAPL APPLE COMPUTER INC 4.2%
Value ($000) $12,946 Shares 93,670 Est. Cost $87.75 Unrealized +75.8%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $7,766 Shares 47,534 Est. Cost $82.02 Unrealized +86.4%
PG PROCTER & GAMBLE CO 2.4%
Value ($000) $7,499 Shares 59,396 Est. Cost $61.15 Unrealized +113.6%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 2.3%
Value ($000) $6,937 Shares 119,958 Est. Cost $56.53 Unrealized
SWAN AMPLIFY BLACKSWAN GROWTH & TREASURY CORE ETF 2.2%
Value ($000) $6,596 Shares 265,759 Est. Cost $32.75 Unrealized
SO SOUTHERN CO 2.1%
Value ($000) $6,474 Shares 95,206 Est. Cost $30.19 Unrealized +121.7%
UNP UNION PACIFIC CORP 2.1%
Value ($000) $6,469 Shares 33,207 Est. Cost $75.64 Unrealized +170.0%
DUK DUKE ENERGY CORP 2.1%
Value ($000) $6,356 Shares 68,336 Est. Cost $47.93 Unrealized +96.2%
MSFT MICROSOFT CORP 2.0%
Value ($000) $6,116 Shares 26,260 Est. Cost $108.64 Unrealized +136.4%
NWE NORTHWESTERN CORP 1.9%
Value ($000) $5,678 Shares 115,237 Est. Cost $36.76 Unrealized +26.8%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 1.8%
Value ($000) $5,494 Shares 17,874 Est. Cost $261.57 Unrealized
XEL XCEL ENERGY INC 1.7%
Value ($000) $5,324 Shares 83,186 Est. Cost $28.39 Unrealized +128.4%
VHT VANGUARD HEALTH CARE ETF 1.6%
Value ($000) $4,996 Shares 22,336 Est. Cost $185.16 Unrealized
VB VANGUARD SMALL-CAP ETF 1.6%
Value ($000) $4,787 Shares 28,010 Est. Cost $184.98 Unrealized
PEP PEPSICO INC 1.5%
Value ($000) $4,614 Shares 28,256 Est. Cost $77.70 Unrealized +98.7%
VEU VANGUARD FTSE ALL WORLD EX US ETF 1.4%
Value ($000) $4,390 Shares 98,952 Est. Cost $58.22 Unrealized
PGX INVESCO PREFERRED ETF 1.4%
Value ($000) $4,298 Shares 361,767 Est. Cost $14.43 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.4%
Value ($000) $4,190 Shares 15,693 Est. Cost $161.85 Unrealized +75.8%
MCD MCDONALD'S CORP 1.3%
Value ($000) $4,050 Shares 17,555 Est. Cost $98.75 Unrealized +139.3%
MA MASTERCARD INC CL A 1.3%
Value ($000) $4,036 Shares 14,194 Est. Cost $110.18 Unrealized +195.1%
PFE PFIZER INC 1.3%
Value ($000) $3,950 Shares 90,253 Est. Cost $21.76 Unrealized +85.7%
VO VANGUARD MID-CAP ETF 1.3%
Value ($000) $3,849 Shares 20,473 Est. Cost $170.35 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 1.2%
Value ($000) $3,572 Shares 63,520 Est. Cost $29.73 Unrealized +92.9%
VNQ VANGUARD REAL ESTATE INDEX FUND ETF 1.1%
Value ($000) $3,482 Shares 43,425 Est. Cost $81.02 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 1.0%
Value ($000) $3,166 Shares 13,995 Est. Cost $78.42 Unrealized +179.3%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.0%
Value ($000) $3,142 Shares 86,422 Est. Cost $44.46 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 1.0%
Value ($000) $3,104 Shares 32,708 Est. Cost $91.23 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 1.0%
Value ($000) $2,953 Shares 36,065 Est. Cost $54.61 Unrealized +53.5%
USB US BANCORP 1.0%
Value ($000) $2,915 Shares 72,319 Est. Cost $36.24 Unrealized +8.2%
KO COCA-COLA CO 0.9%
Value ($000) $2,752 Shares 49,122 Est. Cost $35.15 Unrealized +59.5%
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.9%
Value ($000) $2,635 Shares 74,297 Est. Cost $36.86 Unrealized
MRK MERCK & CO INC 0.8%
Value ($000) $2,562 Shares 29,763 Est. Cost $42.30 Unrealized +90.1%
SPY SPDR S&P 500 ETF 0.8%
Value ($000) $2,408 Shares 6,741 Est. Cost $392.25 Unrealized
EMR EMERSON ELECTRIC CO 0.8%
Value ($000) $2,397 Shares 32,739 Est. Cost $42.31 Unrealized +83.4%
CSX CSX CORP 0.8%
Value ($000) $2,390 Shares 89,703 Est. Cost $24.63 Unrealized +20.2%
AMGN AMGEN INC 0.8%
Value ($000) $2,376 Shares 10,543 Est. Cost $135.44 Unrealized +60.9%
EVRG EVERGY INC 0.8%
Value ($000) $2,299 Shares 38,704 Est. Cost $40.19 Unrealized +45.0%
MDLZ MONDELEZ INTL INC 0.7%
Value ($000) $2,275 Shares 41,504 Est. Cost $35.89 Unrealized +57.7%
JPM J.P.MORGAN CHASE & CO 0.7%
Value ($000) $2,162 Shares 20,691 Est. Cost $57.51 Unrealized +83.7%
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.7%
Value ($000) $2,147 Shares 49,326 Est. Cost $53.47 Unrealized
ES EVERSOURCE ENERGY NPV 0.6%
Value ($000) $1,949 Shares 24,999 Est. Cost $37.51 Unrealized +102.8%
BKH BLACK HILLS CORP 0.6%
Value ($000) $1,918 Shares 28,320 Est. Cost $34.42 Unrealized +86.6%
WM WASTE MANAGEMENT INC 0.6%
Value ($000) $1,887 Shares 11,780 Est. Cost $44.64 Unrealized +250.6%
NXTG FIRST TRUST INDXX NEXT G ETF 0.6%
Value ($000) $1,836 Shares 33,003 Est. Cost $59.72 Unrealized
VUG VANGUARD GROWTH INDEX ETF 0.6%
Value ($000) $1,783 Shares 8,334 Est. Cost $264.67 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.6%
Value ($000) $1,764 Shares 24,727 Est. Cost $85.02 Unrealized
CVS CVS/CAREMARK CORPORATION 0.6%
Value ($000) $1,729 Shares 18,133 Est. Cost $58.41 Unrealized +50.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.5%
Value ($000) $1,592 Shares 43,650 Est. Cost $40.47 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.5%
Value ($000) $1,566 Shares 20,932 Est. Cost $81.06 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.5%
Value ($000) $1,502 Shares 11,800 Est. Cost $129.64 Unrealized
VOO VANGUARD 500 INDEX FUND ETF 0.5%
Value ($000) $1,457 Shares 4,436 Est. Cost $263.06 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.5%
Value ($000) $1,442 Shares 31,281 Est. Cost $49.89 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.5%
Value ($000) $1,411 Shares 14,684 Est. Cost $105.36 Unrealized
WMT WALMART INC 0.4%
Value ($000) $1,353 Shares 10,432 Est. Cost $20.89 Unrealized +101.1%
ABBV ABBVIE INC 0.4%
Value ($000) $1,261 Shares 9,396 Est. Cost $64.83 Unrealized +96.1%
BX BLACKSTONE INC 0.4%
Value ($000) $1,261 Shares 15,055 Est. Cost $39.22 Unrealized +122.5%
MDU MDU RESOURCES GROUP 0.4%
Value ($000) $1,233 Shares 45,077 Est. Cost $5.83 Unrealized +72.0%
BRK/A BERKSHIRE HATHAWAY INC 0.4%
Value ($000) $1,219 Shares 3 Est. Cost $262373.40 Unrealized +63.2%
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 0.4%
Value ($000) $1,176 Shares 63,273 Est. Cost $16.93 Unrealized
AMZN AMAZON.COM INC 0.4%
Value ($000) $1,155 Shares 10,228 Est. Cost $123.69 Unrealized +2.2%
LAMR LAMAR ADVERTISING CO CLASS A 0.4%
Value ($000) $1,125 Shares 13,638 Est. Cost $72.06 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $1,065 Shares 17,263 Est. Cost $54.19 Unrealized +2.9%
JEPI JP MORGAN EQUITY PREMIUM INCOME ETF 0.3%
Value ($000) $1,055 Shares 20,598 Est. Cost $58.52 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $1,035 Shares 14,578 Est. Cost $47.52 Unrealized +31.1%
ABT ABBOTT LABORATORIES 0.3%
Value ($000) $1,014 Shares 10,487 Est. Cost $40.20 Unrealized +148.8%
AMLP ALERIAN MLP-ETF 0.3%
Value ($000) $1,011 Shares 27,672 Est. Cost $24.68 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,003 Shares 26,404 Est. Cost $32.29 Unrealized +10.8%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 0.3%
Value ($000) $988 Shares 7,308 Est. Cost $127.11 Unrealized
CVX CHEVRON CORPORATION 0.3%
Value ($000) $975 Shares 6,786 Est. Cost $71.53 Unrealized +85.7%
SBUX STARBUCKS CORP 0.3%
Value ($000) $962 Shares 11,424 Est. Cost $51.63 Unrealized +51.8%
VFH VANGUARD FINANCIALS ETF 0.3%
Value ($000) $937 Shares 12,583 Est. Cost $74.25 Unrealized
QQQ INVESCO QQQ TRUST 0.3%
Value ($000) $908 Shares 3,395 Est. Cost $299.06 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $885 Shares 34,317 Est. Cost $32.52 Unrealized -0.6%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.3%
Value ($000) $883 Shares 13,293 Est. Cost $64.49 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $882 Shares 7,804 Est. Cost $53.01 Unrealized +139.7%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.3%
Value ($000) $805 Shares 2,800 Est. Cost $275.48 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $788 Shares 2,037 Est. Cost $283.07 Unrealized +34.5%
ROUS LATTICE STRATEGIES TRUST HARTFORD MULTIFACTOR US EQUITY ETF 0.2%
Value ($000) $762 Shares 21,560 Est. Cost $31.55 Unrealized
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $753 Shares 18,817 Est. Cost $33.31 Unrealized +20.2%
ENB ENBRIDGE, INC. 0.2%
Value ($000) $706 Shares 18,999 Est. Cost $24.37 Unrealized +38.7%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $705 Shares 23,340 Est. Cost $26.45 Unrealized +15.6%
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.2%
Value ($000) $673 Shares 5,658 Est. Cost $129.06 Unrealized
RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS EX US ETF 0.2%
Value ($000) $668 Shares 30,700 Est. Cost $28.25 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $644 Shares 9,104 Est. Cost $38.03 Unrealized +99.1%
BIZD VANECK VECTORS BDC INCOME ETF 0.2%
Value ($000) $596 Shares 43,935 Est. Cost $14.78 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND ETF 0.2%
Value ($000) $572 Shares 7,250 Est. Cost $57.76 Unrealized
SAB BIOTHERAPEUTICS INC 0.2%
Value ($000) $566 Shares 807,535 Est. Cost $1.31 Unrealized
PAYX PAYCHEX INC COM 0.2%
Value ($000) $549 Shares 4,887 Est. Cost $41.65 Unrealized +169.2%
WCLD WISDOMTREE CLOUD COMPUTING ETF 0.2%
Value ($000) $528 Shares 19,802 Est. Cost $53.79 Unrealized
CME CME GROUP INC COM 0.2%
Value ($000) $527 Shares 2,972 Est. Cost $72.22 Unrealized +136.1%
C CITIGROUP INC 0.2%
Value ($000) $496 Shares 11,920 Est. Cost $40.94 Unrealized +6.7%
BK BANK NEW YORK MELLON CORP COM 0.2%
Value ($000) $474 Shares 12,279 Est. Cost $34.46 Unrealized +12.3%
OXY OCCIDENTAL PETROLEUM CORP 0.1%
Value ($000) $457 Shares 7,443 Est. Cost $25.29 Unrealized +140.0%
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $456 Shares 4,960 Est. Cost $70.00 Unrealized +43.3%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $454 Shares 5,195 Est. Cost $48.89 Unrealized +66.4%
NSC NORFOLK SOUTHERN CORP COM 0.1%
Value ($000) $437 Shares 2,085 Est. Cost $107.78 Unrealized +106.8%
TRI-CONTINENTAL CORPORATION ETF 0.1%
Value ($000) $424 Shares 16,574 Est. Cost $34.09 Unrealized
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.1%
Value ($000) $416 Shares 9,230 Est. Cost $52.80 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $406 Shares 800 Est. Cost $568.16 Unrealized -2.5%
CLX CLOROX CO 0.1%
Value ($000) $392 Shares 3,057 Est. Cost $119.17 Unrealized +8.1%
V VISA INC CLASS A 0.1%
Value ($000) $380 Shares 2,138 Est. Cost $173.34 Unrealized +14.4%
ALRS ALERUS FINANCIAL CORP 0.1%
Value ($000) $376 Shares 17,036 Est. Cost $16.34 Unrealized +26.4%
MDT MEDTRONIC PLC 0.1%
Value ($000) $374 Shares 4,635 Est. Cost $64.83 Unrealized +24.6%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND ETF 0.1%
Value ($000) $368 Shares 6,457 Est. Cost $69.08 Unrealized
WFC WELLS FARGO & CO NEW 0.1%
Value ($000) $354 Shares 8,795 Est. Cost $40.90 Unrealized -3.7%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.1%
Value ($000) $347 Shares 3,977 Est. Cost $90.58 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $347 Shares 2,078 Est. Cost $142.75 Unrealized +13.6%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $345 Shares 961 Est. Cost $262.28 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.1%
Value ($000) $341 Shares 5,482 Est. Cost $60.20 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 0.1%
Value ($000) $331 Shares 1,511 Est. Cost $226.32 Unrealized
XLV SPDR HEALTH CARE SELECT SECTOR ETF 0.1%
Value ($000) $321 Shares 2,650 Est. Cost $127.08 Unrealized
VPU VANGUARD UTILITIES ETF 0.1%
Value ($000) $320 Shares 2,251 Est. Cost $141.03 Unrealized
WY WEYERHAEUSER CO. 0.1%
Value ($000) $302 Shares 10,558 Est. Cost $22.58 Unrealized +33.4%
CMI CUMMINS INC (EX. CUMMINS ENGINE INC) 0.1%
Value ($000) $300 Shares 1,476 Est. Cost $99.40 Unrealized +97.4%
VV VANGUARD LARGE-CAP ETF 0.1%
Value ($000) $284 Shares 1,734 Est. Cost $173.03 Unrealized
BIP BROOKFIELD INFRASTRUCTURE PARTNERS LP 0.1%
Value ($000) $272 Shares 7,582 Est. Cost $45.85 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $271 Shares 4,380 Est. Cost $47.56 Unrealized -9.1%
HD HOME DEPOT INC 0.1%
Value ($000) $268 Shares 967 Est. Cost $236.82 Unrealized +14.3%
DNP SELECT INCOME FUND INC 0.1%
Value ($000) $262 Shares 25,298 Est. Cost $10.51 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $260 Shares 8,548 Est. Cost $31.47 Unrealized
IAU ISHARES GOLD TRUST ETF 0.1%
Value ($000) $258 Shares 8,188 Est. Cost $34.32 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $253 Shares 2,958 Est. Cost $59.10 Unrealized +37.8%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $251 Shares 1,844 Est. Cost $118.24 Unrealized
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $249 Shares 4,000 Est. Cost $19.56 Unrealized +229.2%
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $248 Shares 2,447 Est. Cost $92.23 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $242 Shares 1,992 Est. Cost $16.54 Unrealized -4.6%
BXMT BLACKSTONE MTG TR INC 0.1%
Value ($000) $241 Shares 10,315 Est. Cost $32.19 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $225 Shares 3,375 Est. Cost $47.90 Unrealized +23.7%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $221 Shares 1,367 Est. Cost $88.96 Unrealized +80.4%
VDC VANGUARD CONSUMER STAPLES ETF 0.1%
Value ($000) $210 Shares 1,223 Est. Cost $153.87 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $195 Shares 1,897 Est. Cost $38.63 Unrealized +128.3%
LLY ELI LILLY & CO 0.1%
Value ($000) $193 Shares 595 Est. Cost $206.17 Unrealized +49.4%
XLI INDUSTRIAL SELECT SECTOR SPDR ETF 0.1%
Value ($000) $192 Shares 2,313 Est. Cost $87.33 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $190 Shares 3,773 Est. Cost $24.86 Unrealized -10.5%
IBM INTERNATIONAL BUSINESS MACHINES CORP IBM 0.1%
Value ($000) $179 Shares 1,510 Est. Cost $103.91 Unrealized +11.3%
XLY SELECT SECTOR SPDR FUND CONSUMER DISCRETIONARY 0.1%
Value ($000) $177 Shares 1,241 Est. Cost $137.79 Unrealized
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.1%
Value ($000) $171 Shares 4,181 Est. Cost $44.01 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $171 Shares 1,085 Est. Cost $171.53 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $170 Shares 1,036 Est. Cost $176.04 Unrealized -2.2%
ET ENERGY TRANSFER EQUITY LP 0.1%
Value ($000) $168 Shares 15,288 Est. Cost $11.74 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $167 Shares 5,047 Est. Cost $40.23 Unrealized -21.8%
GSK GSK PLC ADR 0.1%
Value ($000) $166 Shares 5,648 Est. Cost $29.39 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $161 Shares 768 Est. Cost $217.73 Unrealized
BA BOEING CO 0.1%
Value ($000) $161 Shares 1,326 Est. Cost $155.90 Unrealized -1.6%
GOOG ALPHABET INC CL C 0.1%
Value ($000) $158 Shares 1,640 Est. Cost $109.81 Unrealized +0.9%
NKE NIKE INC 0.1%
Value ($000) $158 Shares 1,915 Est. Cost $117.59 Unrealized -13.6%
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.1%
Value ($000) $157 Shares 8,484 Est. Cost $42.05 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $156 Shares 861 Est. Cost $100.52 Unrealized +80.7%
DAKT DAKTRONICS INC 0.1%
Value ($000) $154 Shares 56,880 Est. Cost $6.32 Unrealized -45.5%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $146 Shares 621 Est. Cost $197.62 Unrealized
META META PLATFORMS CLASS A 0.0%
Value ($000) $146 Shares 1,073 Est. Cost $189.49 Unrealized -15.1%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $144 Shares 2,002 Est. Cost $71.43 Unrealized
NVS NOVARTIS AG ADR 0.0%
Value ($000) $139 Shares 1,840 Est. Cost $81.76 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $137 Shares 2,858 Est. Cost $54.23 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $134 Shares 265 Est. Cost $343.82 Unrealized +44.0%
F FORD MOTOR CO 0.0%
Value ($000) $131 Shares 11,631 Est. Cost $10.56 Unrealized +2.9%
DOW DOW, INC 0.0%
Value ($000) $131 Shares 2,981 Est. Cost $32.96 Unrealized +25.8%
VBR VANGUARD SMALL-CAP VALUE ETF 0.0%
Value ($000) $130 Shares 910 Est. Cost $127.47 Unrealized
BUD ANHEUSER BUSCH 0.0%
Value ($000) $128 Shares 2,850 Est. Cost $65.68 Unrealized
GOOGL ALPHABET INC CL A 0.0%
Value ($000) $127 Shares 1,320 Est. Cost $107.70 Unrealized +2.2%
CCOR CORE ALTERNATIVE ETF 0.0%
Value ($000) $124 Shares 4,160 Est. Cost $29.81 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $124 Shares 2,500 Est. Cost $52.39 Unrealized
FCX FREEPORT MCMORAN COPPER & GOLD INC 0.0%
Value ($000) $123 Shares 4,500 Est. Cost $9.79 Unrealized +185.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $123 Shares 550 Est. Cost $220.31 Unrealized +6.4%
T AT&T INC. 0.0%
Value ($000) $121 Shares 7,887 Est. Cost $14.91 Unrealized +1.1%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $119 Shares 981 Est. Cost $107.31 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $116 Shares 1,909 Est. Cost $56.28 Unrealized +24.7%
CMP COMPASS MINERALS INTERNATIONAL INC 0.0%
Value ($000) $113 Shares 2,925 Est. Cost $45.65 Unrealized -19.1%
SHOCKWAVE MEDICAL INC 0.0%
Value ($000) $111 Shares 400 Est. Cost $45.00 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $109 Shares 834 Est. Cost $95.92 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $103 Shares 2,250 Est. Cost $44.89 Unrealized
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.0%
Value ($000) $103 Shares 2,188 Est. Cost $50.68 Unrealized
IEFA ISHARE CORE MSCI EAFE ETF 0.0%
Value ($000) $100 Shares 1,898 Est. Cost $58.61 Unrealized
COPX GLOBAL X FUNDS GLOBAL X COPPER MINERS ETF 0.0%
Value ($000) $99 Shares 3,500 Est. Cost $11.71 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $99 Shares 1,196 Est. Cost $89.48 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $99 Shares 530 Est. Cost $139.06 Unrealized +31.2%
CLOU GLOBAL X CLOUD COMPUTING ETF 0.0%
Value ($000) $98 Shares 6,120 Est. Cost $25.64 Unrealized
FTSL FIRST TRUST SENIOR LOAN ETF 0.0%
Value ($000) $97 Shares 2,201 Est. Cost $47.72 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $96 Shares 1,434 Est. Cost $72.52 Unrealized
FISV FISERV INC 0.0%
Value ($000) $94 Shares 1,000 Est. Cost $102.02 Unrealized -0.1%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $93 Shares 2,510 Est. Cost $24.51 Unrealized +40.3%
GOVT ISHARES CORE US TREASURY BOND ETF 0.0%
Value ($000) $92 Shares 4,045 Est. Cost $26.32 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $90 Shares 2,858 Est. Cost $48.43 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $88 Shares 5,224 Est. Cost $17.23 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $86 Shares 40 Est. Cost $575.93 Unrealized +278.3%
TECH BIO-TECHNE CORP 0.0%
Value ($000) $85 Shares 300 Est. Cost $25.95 Unrealized +227.8%
APA APA CORPORATION 0.0%
Value ($000) $84 Shares 2,457 Est. Cost $17.55 Unrealized +81.4%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $80 Shares 2,500 Est. Cost $50.08 Unrealized -29.2%
SCHE SCHWAB STRATEGIC TR EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $78 Shares 3,500 Est. Cost $25.43 Unrealized
TFC TRUIST FINANCIAL CORPORATION 0.0%
Value ($000) $77 Shares 1,780 Est. Cost $39.43 Unrealized +2.0%
ADSK AUTODESK INC COM 0.0%
Value ($000) $75 Shares 400 Est. Cost $183.53 Unrealized +10.1%
DE DEERE & COMPANY 0.0%
Value ($000) $75 Shares 225 Est. Cost $342.83 Unrealized -4.8%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $74 Shares 1,126 Est. Cost $80.44 Unrealized
CE CELANESE CORP DEL COM SER A 0.0%
Value ($000) $73 Shares 815 Est. Cost $97.10 Unrealized +7.1%
BHP BHP GROUP LIMITED 0.0%
Value ($000) $73 Shares 1,462 Est. Cost $71.43 Unrealized
EXC EXELON CORPORATION 0.0%
Value ($000) $71 Shares 1,883 Est. Cost $21.39 Unrealized +82.6%
CUZ COUSINS PROPERTIES INCORPORATED 0.0%
Value ($000) $70 Shares 2,980 Est. Cost $37.58 Unrealized
USAC USA COMPRESSION PARTNERS LP 0.0%
Value ($000) $70 Shares 4,000 Est. Cost $14.13 Unrealized
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $70 Shares 450 Est. Cost $152.05 Unrealized +10.3%
VIOO VANGUARD S&P SMALL CAP 600 ETF 0.0%
Value ($000) $69 Shares 429 Est. Cost $151.43 Unrealized
IAT ISHARES US REGIONAL BANKS ETF 0.0%
Value ($000) $69 Shares 1,440 Est. Cost $48.25 Unrealized
XLB MATERIALS SELECT SECTOR SPDR ETF 0.0%
Value ($000) $68 Shares 1,000 Est. Cost $74.00 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $68 Shares 450 Est. Cost $191.41 Unrealized -25.3%
FREYEUR FREYR BATTERY 0.0%
Value ($000) $64 Shares 4,500 Est. Cost $6.89 Unrealized
SCHB SCHWAB US BROAD MARKET ETF 0.0%
Value ($000) $62 Shares 1,468 Est. Cost $83.57 Unrealized
MMM 3M CO 0.0%
Value ($000) $61 Shares 547 Est. Cost $109.55 Unrealized -12.0%
PYPL PAYPAL HOLDINGS, INC 0.0%
Value ($000) $61 Shares 708 Est. Cost $202.94 Unrealized -56.4%
DIS WALT DISNEY CO CORP 0.0%
Value ($000) $60 Shares 636 Est. Cost $106.61 Unrealized -1.9%
VNQI VANGUARD GLOBAL EX-US REAL ESTATE ETF 0.0%
Value ($000) $60 Shares 1,563 Est. Cost $51.59 Unrealized
TEX TEREX CORPORATION 0.0%
Value ($000) $59 Shares 2,000 Est. Cost $48.57 Unrealized -32.7%
NEE NEXTERA ENERGY INC. COM 0.0%
Value ($000) $59 Shares 740 Est. Cost $61.94 Unrealized +24.5%
IWM ISHARES RUSSELL 2000 INDEX ETF 0.0%
Value ($000) $55 Shares 334 Est. Cost $222.16 Unrealized
DMLP DORCHESTER MINERALS, LP 0.0%
Value ($000) $55 Shares 2,210 Est. Cost $18.55 Unrealized
BP BP PLC 0.0%
Value ($000) $54 Shares 1,888 Est. Cost $29.62 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $52 Shares 627 Est. Cost $58.42 Unrealized +22.8%
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $52 Shares 356 Est. Cost $153.35 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.0%
Value ($000) $51 Shares 1,035 Est. Cost $29.05 Unrealized +70.9%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $50 Shares 33 Est. Cost $16.29 Unrealized +90.2%
ALLIANCEBERNSTEIN NATIONAL MUNICIPAL INCOME ETF 0.0%
Value ($000) $49 Shares 4,700 Est. Cost $12.55 Unrealized
CNH CNH INDUSTRIAL NV 0.0%
Value ($000) $49 Shares 4,295 Est. Cost $7.75 Unrealized +42.3%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $49 Shares 1,120 Est. Cost $57.04 Unrealized
VUSB VANGUARD ULTRA SHORT BOND ETF 0.0%
Value ($000) $49 Shares 1,002 Est. Cost $48.90 Unrealized
DVY ISHARES SELECT DIVIDEND - ETF 0.0%
Value ($000) $48 Shares 447 Est. Cost $75.31 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $48 Shares 1,190 Est. Cost $25.40 Unrealized +30.2%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $48 Shares 528 Est. Cost $74.52 Unrealized
LQD ISHARES IBOXX INVESTMENT GRADE CRP BOND ETF 0.0%
Value ($000) $46 Shares 450 Est. Cost $120.00 Unrealized
IJT ISHARES S&P SMALL CAP 600 GROWTH ETF 0.0%
Value ($000) $46 Shares 450 Est. Cost $145.56 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $45 Shares 1,300 Est. Cost $55.38 Unrealized
ETR ENTERGY CORP 0.0%
Value ($000) $45 Shares 450 Est. Cost $22.59 Unrealized +124.2%
VTWO VANGUARD RUSSELL 2000 INDEX ETF 0.0%
Value ($000) $42 Shares 633 Est. Cost $67.93 Unrealized
CL COLGATE PALMOLIVE 0.0%
Value ($000) $42 Shares 600 Est. Cost $73.06 Unrealized -0.8%
TOTALENERGIES SE ADR 0.0%
Value ($000) $42 Shares 905 Est. Cost $47.91 Unrealized
TSLA TESLA, INC. 0.0%
Value ($000) $42 Shares 159 Est. Cost $253.01 Unrealized +10.4%
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX ETF 0.0%
Value ($000) $42 Shares 320 Est. Cost $134.38 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $41 Shares 450 Est. Cost $110.53 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $40 Shares 362 Est. Cost $146.62 Unrealized
DEO DIAGEO PLC SPONSORED ADR 0.0%
Value ($000) $37 Shares 220 Est. Cost $190.91 Unrealized
ASPN ASPEN AEROGELS INC CORP COMMON 0.0%
Value ($000) $37 Shares 4,000 Est. Cost $24.30 Unrealized -50.2%
INVESCO MUNICIPAL OPPORTUNITY TRUST 0.0%
Value ($000) $36 Shares 3,964 Est. Cost $11.35 Unrealized
TLT ISHARES 20 PLUS YEAR TREASURY BOND ETF 0.0%
Value ($000) $36 Shares 350 Est. Cost $157.16 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $36 Shares 125 Est. Cost $194.45 Unrealized +48.0%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $35 Shares 750 Est. Cost $94.36 Unrealized
CNXC CONCENTRIX CORP 0.0%
Value ($000) $35 Shares 315 Est. Cost $100.97 Unrealized +18.1%
BROOKFIELD INFRASTRUCTURE CORP VOTING SHARES CLASS A 0.0%
Value ($000) $34 Shares 841 Est. Cost $45.17 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $34 Shares 270 Est. Cost $118.52 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $33 Shares 500 Est. Cost $62.79 Unrealized +15.4%
CFR CULLEN/FROST BANKERS INC 0.0%
Value ($000) $33 Shares 250 Est. Cost $52.78 Unrealized +123.2%
PIMCO MUNICIPAL INCOME FUND II 0.0%
Value ($000) $33 Shares 3,500 Est. Cost $11.43 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $32 Shares 150 Est. Cost $170.87 Unrealized +23.4%
CCI CROWN CASTLE INTERNATIONAL CORP REIT 0.0%
Value ($000) $31 Shares 215 Est. Cost $124.06 Unrealized +14.9%
DAL DELTA AIRLINES 0.0%
Value ($000) $31 Shares 1,095 Est. Cost $32.17 Unrealized -4.0%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $31 Shares 200 Est. Cost $156.26 Unrealized -3.0%
CWB SPDR SERIES TRUST BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $30 Shares 475 Est. Cost $77.09 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $30 Shares 376 Est. Cost $64.00 Unrealized +17.8%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $30 Shares 405 Est. Cost $81.11 Unrealized
ETN EATON CORP 0.0%
Value ($000) $30 Shares 225 Est. Cost $133.92 Unrealized -0.4%
ECL ECOLAB INC 0.0%
Value ($000) $29 Shares 200 Est. Cost $179.54 Unrealized -13.1%
BR BROADRIDGE FINL SOLUTIONS INCOM 0.0%
Value ($000) $28 Shares 195 Est. Cost $47.04 Unrealized +225.4%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $28 Shares 275 Est. Cost $110.00 Unrealized
NUVEEN MINNESOTA QUALITY MUNICIPAL INCOME FUND MNESOTA QLTY MNCPL INCM CF 0.0%
Value ($000) $28 Shares 2,300 Est. Cost $14.14 Unrealized
IWN ISHARES RUSSEL 2000 VALUE ETF 0.0%
Value ($000) $27 Shares 209 Est. Cost $162.68 Unrealized
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $27 Shares 650 Est. Cost $47.18 Unrealized +2.7%
CXT CRANE CO 0.0%
Value ($000) $26 Shares 301 Est. Cost $31.73 Unrealized -0.3%
TTD THE TRADE DESK INC A 0.0%
Value ($000) $26 Shares 430 Est. Cost $56.90 Unrealized 0.0%
SLI STANDARD LITHIUM LTD CORP COMMON 0.0%
Value ($000) $26 Shares 6,000 Est. Cost $5.75 Unrealized -8.9%
TRV TRAVELERS CO'S INC. 0.0%
Value ($000) $26 Shares 170 Est. Cost $152.19 Unrealized 0.0%
FMC FMC CORP 0.0%
Value ($000) $25 Shares 240 Est. Cost $85.13 Unrealized +11.5%
PIMCO CORPORATE & INCOME STRATEGY FUND 0.0%
Value ($000) $24 Shares 2,037 Est. Cost $15.38 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $24 Shares 400 Est. Cost $65.04 Unrealized -6.8%
NIO NIO INC SPON ADS 0.0%
Value ($000) $24 Shares 1,500 Est. Cost $39.78 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $24 Shares 180 Est. Cost $94.28 Unrealized +53.7%
JOHN HANCOCK PREMIUM DIV FD 0.0%
Value ($000) $24 Shares 1,802 Est. Cost $16.38 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $23 Shares 184 Est. Cost $49.75 Unrealized +130.3%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $23 Shares 200 Est. Cost $93.38 Unrealized +22.4%
FDX FEDEX CORPORATION 0.0%
Value ($000) $23 Shares 160 Est. Cost $219.72 Unrealized -10.9%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $23 Shares 300 Est. Cost $90.00 Unrealized
DRIL QUIP 0.0%
Value ($000) $23 Shares 1,200 Est. Cost $37.50 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $23 Shares 90 Est. Cost $108.23 Unrealized +122.4%
HLN HALEON PLC ADS 0.0%
Value ($000) $22 Shares 3,625 Est. Cost $6.07 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $22 Shares 267 Est. Cost $62.33 Unrealized +37.8%
KOF COCA-COLA FEMSA ADR 0.0%
Value ($000) $22 Shares 380 Est. Cost $44.74 Unrealized
IJK ISHARES S&P MID CAP 400 GROWTH ETF 0.0%
Value ($000) $22 Shares 350 Est. Cost $114.00 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $22 Shares 153 Est. Cost $218.66 Unrealized -23.4%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $22 Shares 344 Est. Cost $119.38 Unrealized -28.7%
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $25.00 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $21 Shares 217 Est. Cost $101.38 Unrealized
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $21 Shares 75 Est. Cost $291.94 Unrealized +29.6%
PAA PLAINS ALL AMERICAN LP 0.0%
Value ($000) $21 Shares 2,000 Est. Cost $11.50 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $21 Shares 470 Est. Cost $53.19 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $21 Shares 100 Est. Cost $223.56 Unrealized 0.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $21 Shares 323 Est. Cost $71.21 Unrealized
BARRICK GOLD CORPORATION 0.0%
Value ($000) $21 Shares 1,330 Est. Cost $15.79 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $21 Shares 200 Est. Cost $125.00 Unrealized
BIDU BAIDU INC ADR 0.0%
Value ($000) $20 Shares 170 Est. Cost $155.09 Unrealized
AWK AMERICAN WATER WORKS 0.0%
Value ($000) $20 Shares 150 Est. Cost $146.06 Unrealized -4.2%
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $20 Shares 345 Est. Cost $52.17 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $20 Shares 150 Est. Cost $47.66 Unrealized +180.8%
IGIB ISHARES INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $19 Shares 400 Est. Cost $55.00 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $19 Shares 340 Est. Cost $45.37 Unrealized +20.3%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $19 Shares 265 Est. Cost $66.19 Unrealized 0.0%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $19 Shares 120 Est. Cost $158.33 Unrealized
AAL AMERICAN AIRLINES GROUP INC 0.0%
Value ($000) $19 Shares 1,591 Est. Cost $13.94 Unrealized 0.0%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $19 Shares 190 Est. Cost $43.09 Unrealized +101.7%
SCL STEPAN COMPANY 0.0%
Value ($000) $19 Shares 200 Est. Cost $104.05 Unrealized 0.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $18 Shares 414 Est. Cost $48.97 Unrealized
WDFC WD-40 COMPANY 0.0%
Value ($000) $18 Shares 100 Est. Cost $199.68 Unrealized -11.8%
FMS FRESENIUS MEDICAL CARE AG & CO. ADR 0.0%
Value ($000) $18 Shares 1,290 Est. Cost $34.72 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS, LP 0.0%
Value ($000) $18 Shares 772 Est. Cost $24.61 Unrealized
EBAY EBAY, INC. 0.0%
Value ($000) $18 Shares 500 Est. Cost $57.72 Unrealized -27.7%
HAL HALLIBURTON CO 0.0%
Value ($000) $17 Shares 700 Est. Cost $29.85 Unrealized -11.1%
KMI KINDER MORGAN INC 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $11.59 Unrealized +27.5%
WESTERN ASSET HIGH YIELD DEFINED OPPORTUNITY 0.0%
Value ($000) $17 Shares 1,500 Est. Cost $15.11 Unrealized
BLACKROCK CREDIT ALLOCATION INCOME TRUST ETF 0.0%
Value ($000) $16 Shares 1,700 Est. Cost $13.53 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $16 Shares 300 Est. Cost $75.68 Unrealized -26.9%
ESPO VANECK VIDEO GAMING & ESPORTS ETF 0.0%
Value ($000) $16 Shares 400 Est. Cost $70.00 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX ETF 0.0%
Value ($000) $16 Shares 95 Est. Cost $252.63 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $16 Shares 471 Est. Cost $24.53 Unrealized +18.4%
AVGO BROADCOM INC 0.0%
Value ($000) $16 Shares 35 Est. Cost $42.05 Unrealized +14.3%
ZM ZOOM VIDEO COMMUNICATIONS INC CLASS A 0.0%
Value ($000) $15 Shares 200 Est. Cost $95.21 Unrealized 0.0%
PICK ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF 0.0%
Value ($000) $15 Shares 450 Est. Cost $44.44 Unrealized
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value ($000) $15 Shares 740 Est. Cost $27.03 Unrealized
FOX FOX CORPORATION CLASS B 0.0%
Value ($000) $15 Shares 540 Est. Cost $31.53 Unrealized -5.3%
D DOMINION ENERGY, INC. 0.0%
Value ($000) $14 Shares 200 Est. Cost $44.59 Unrealized +53.3%
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A 0.0%
Value ($000) $14 Shares 85 Est. Cost $182.92 Unrealized 0.0%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $14 Shares 463 Est. Cost $31.55 Unrealized
SWX SOUTHWEST GAS HOLDINGS INC CORP COMMON 0.0%
Value ($000) $14 Shares 200 Est. Cost $81.11 Unrealized 0.0%
AMT AMERICAN TOWER REIT 0.0%
Value ($000) $14 Shares 67 Est. Cost $215.01 Unrealized +6.4%
FIS FIDELITY NATIONAL INFORMATION SERVICES, INC 0.0%
Value ($000) $14 Shares 190 Est. Cost $117.12 Unrealized -27.2%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $14 Shares 450 Est. Cost $34.85 Unrealized 0.0%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $14 Shares 30 Est. Cost $359.04 Unrealized +38.7%
QDEL QUIDELORTHO CORP 0.0%
Value ($000) $14 Shares 200 Est. Cost $101.94 Unrealized -12.2%
IART INTEGRA LIFESCIENCES HOLDINGS CORPORATION 0.0%
Value ($000) $13 Shares 300 Est. Cost $51.24 Unrealized 0.0%
TWITTER INC COM 0.0%
Value ($000) $13 Shares 294 Est. Cost $44.22 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $12 Shares 155 Est. Cost $96.77 Unrealized
MFC MANULIFE FINANCIAL CORPORATION 0.0%
Value ($000) $12 Shares 765 Est. Cost $20.95 Unrealized -16.3%
MS MORGAN STANLEY 0.0%
Value ($000) $12 Shares 156 Est. Cost $20.98 Unrealized +258.7%
BLACKROCK INC 0.0%
Value ($000) $11 Shares 20 Est. Cost $768.13 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $11 Shares 125 Est. Cost $76.41 Unrealized +14.0%
ALV AUTOLIV INC 0.0%
Value ($000) $11 Shares 165 Est. Cost $60.21 Unrealized +17.9%
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $11 Shares 104 Est. Cost $74.55 Unrealized +56.2%
PATTERSON COS INC 0.0%
Value ($000) $11 Shares 465 Est. Cost $23.66 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $43.30 Unrealized +151.2%
WEC WEC ENERGY GROUP INC NPV 0.0%
Value ($000) $10 Shares 112 Est. Cost $80.62 Unrealized +12.5%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $10 Shares 300 Est. Cost $136.88 Unrealized -69.9%
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $10 Shares 90 Est. Cost $133.33 Unrealized
AEE AMEREN CORPORATION 0.0%
Value ($000) $10 Shares 126 Est. Cost $57.26 Unrealized +43.5%
INN SUMMIT HOTEL PROPERTIES, LLC 0.0%
Value ($000) $9 Shares 1,282 Est. Cost $11.99 Unrealized
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $9 Shares 320 Est. Cost $19.09 Unrealized +44.9%
THO THOR INDUSTRIES INC 0.0%
Value ($000) $9 Shares 125 Est. Cost $84.50 Unrealized -10.2%
LAM RESEARCH CORP 0.0%
Value ($000) $9 Shares 25 Est. Cost $640.00 Unrealized
CEF NUVEEN REAL ASSET 0.0%
Value ($000) $9 Shares 825 Est. Cost $18.18 Unrealized
NUVEEN AMT-FREE MUNICIPAL VALUE ETF 0.0%
Value ($000) $9 Shares 650 Est. Cost $14.72 Unrealized
ETFMG ALTERNATIVE HARVEST 0.0%
Value ($000) $9 Shares 2,000 Est. Cost $13.00 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $9 Shares 400 Est. Cost $26.20 Unrealized -17.6%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $9 Shares 100 Est. Cost $108.32 Unrealized -11.6%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $9 Shares 125 Est. Cost $92.19 Unrealized
FLEX FLEX LTD 0.0%
Value ($000) $8 Shares 455 Est. Cost $13.59 Unrealized -5.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $8 Shares 140 Est. Cost $69.24 Unrealized -10.6%
XMVTX BLACKROCK MUNIVEST FUND II INC CF 0.0%
Value ($000) $8 Shares 750 Est. Cost $13.33 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $51.23 Unrealized +82.5%
KEY KEYCORP 0.0%
Value ($000) $8 Shares 500 Est. Cost $15.91 Unrealized -6.4%
PARAMOUNT GLOBAL CLASS B 0.0%
Value ($000) $8 Shares 395 Est. Cost $25.32 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $8 Shares 25 Est. Cost $560.00 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 0.0%
Value ($000) $8 Shares 81 Est. Cost $114.55 Unrealized
REAVES UTILITY INCOME FUND 0.0%
Value ($000) $8 Shares 300 Est. Cost $33.33 Unrealized
IRBTQ IROBOT CORP COM 0.0%
Value ($000) $8 Shares 150 Est. Cost $52.49 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $52.65 Unrealized +53.7%
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $100.00 Unrealized
DELAWARE INVESTMENTS NATIONAL MUNICIPAL INCOME FUND INV MUN INC CF 0.0%
Value ($000) $7 Shares 670 Est. Cost $10.45 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $7 Shares 200 Est. Cost $17.13 Unrealized +119.5%
BLCN SIREN NASDAQ NEXGEN ECONOMY ETF 0.0%
Value ($000) $7 Shares 310 Est. Cost $22.58 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.0%
Value ($000) $6 Shares 58 Est. Cost $124.20 Unrealized 0.0%
WESTERN ASSET MUNICIPAL PARTNERS FUND 0.0%
Value ($000) $6 Shares 500 Est. Cost $16.00 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $47.48 Unrealized +45.9%
SNY SANOFI SA SPONSORED ADR 0.0%
Value ($000) $6 Shares 150 Est. Cost $53.33 Unrealized
OTTR OTTER TAIL CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $56.77 Unrealized +16.5%
PINS PINTEREST INC 0.0%
Value ($000) $5 Shares 225 Est. Cost $21.93 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $26.74 Unrealized +79.6%
DDD 3 D SYSTEMS CORPORATION 0.0%
Value ($000) $5 Shares 600 Est. Cost $17.76 Unrealized -42.2%
TORTOISE ENERGY INFRASTRUCTURE FUND (CEF) 0.0%
Value ($000) $5 Shares 170 Est. Cost $17.65 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $203.34 Unrealized -82.7%
COHEN & STEERS INFRASTRUCTURE FUND INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $30.00 Unrealized
COHR COHERENT CORP COMMON 0.0%
Value ($000) $4 Shares 126 Est. Cost $47.89 Unrealized 0.0%
WBD WARNER BROS DISCOVERY SERIES A 0.0%
Value ($000) $4 Shares 330 Est. Cost $18.37 Unrealized -26.0%
FXB INVESCO CURRENCY SHARES BRITISH POUND STERLING TRUST 0.0%
Value ($000) $4 Shares 40 Est. Cost $100.00 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $3 Shares 110 Est. Cost $25.42 Unrealized +2.9%
GPMT GRANITE POINT MORTGAGE TRUST INC 0.0%
Value ($000) $3 Shares 500 Est. Cost $18.00 Unrealized
SPIRIT AEROSYSTEMS HOLDINGS CLASS A 0.0%
Value ($000) $3 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
OKTA OKTA, INC. CL A 0.0%
Value ($000) $3 Shares 49 Est. Cost $86.03 Unrealized 0.0%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $3 Shares 400 Est. Cost $17.16 Unrealized -37.5%
PPC PILGRIMSPRIDE CORP 0.0%
Value ($000) $3 Shares 138 Est. Cost $26.31 Unrealized +9.9%
GERN GERON CORP 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $1.34 Unrealized +67.2%
HAIN HAIN CELESTIAL GROUP INC 0.0%
Value ($000) $2 Shares 135 Est. Cost $41.27 Unrealized -47.9%
DG DOLLAR GENERAL CORP NEW 0.0%
Value ($000) $1 Shares 5 Est. Cost $195.56 Unrealized +18.6%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $108.37 Unrealized
MOMENTUS INC CLASS A 0.0%
Value ($000) $1 Shares 500 Est. Cost $2.00 Unrealized
AEO AMERICAN EAGLE OUTFITTERS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.63 Unrealized 0.0%
LUCID GROUP INC 0.0%
Value ($000) $1 Shares 85 Est. Cost $11.76 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 49 Est. Cost $29.51 Unrealized -13.1%
TUPPERWARE BRANDS CORP 0.0%
Value ($000) $0 Shares 24 Est. Cost Unrealized
CASH PATHWARD FINANCIAL INC. 0.0%
Value ($000) $0 Shares 10 Est. Cost $41.90 Unrealized -15.3%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 52 Est. Cost $8.43 Unrealized 0.0%
MIDWEST HOLDING INC. 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
KELLOGG 0.0%
Value ($000) $0 Shares 5 Est. Cost $47.02 Unrealized +30.1%
NEOG NEOGEN CORP COMMON 0.0%
Value ($000) $0 Shares 20 Est. Cost $20.14 Unrealized 0.0%
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $11.64 Unrealized -10.6%