Beacon Financial Advisory LLC Diversified Active

CIK: 0001800502 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 22, 2025

Total Value ($000): $386,691 (100.0% shares, 0.0% debt)

Holdings (353)

JEPI J P MORGAN EXCHANGE TRADED F 5.1%
Value ($000) $19,761 Shares 347,593 Est. Cost $55.15 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 4.0%
Value ($000) $15,504 Shares 392,614 Est. Cost $33.31 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 2.8%
Value ($000) $10,778 Shares 241,113 Est. Cost $39.51 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 2.6%
Value ($000) $10,119 Shares 186,009 Est. Cost $51.49 Unrealized
PYLD PIMCO ETF TR 2.4%
Value ($000) $9,452 Shares 356,136 Est. Cost $26.14 Unrealized
AAPL APPLE INC 2.0%
Value ($000) $7,834 Shares 38,182 Est. Cost $138.83 Unrealized +45.1%
TCAF T ROWE PRICE ETF INC 1.9%
Value ($000) $7,243 Shares 205,303 Est. Cost $32.14 Unrealized
MSFT MICROSOFT CORP 1.8%
Value ($000) $6,865 Shares 13,801 Est. Cost $294.99 Unrealized +46.6%
NVDA NVIDIA CORPORATION 1.4%
Value ($000) $5,565 Shares 35,224 Est. Cost $99.51 Unrealized +26.4%
VIG VANGUARD SPECIALIZED FUNDS 1.4%
Value ($000) $5,516 Shares 26,952 Est. Cost $154.17 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 1.3%
Value ($000) $5,035 Shares 99,354 Est. Cost $50.58 Unrealized
AMZN AMAZON COM INC 1.3%
Value ($000) $4,934 Shares 22,489 Est. Cost $152.20 Unrealized +30.0%
CGGR CAPITAL GROUP GROWTH ETF 1.1%
Value ($000) $4,388 Shares 107,956 Est. Cost $31.46 Unrealized
QUAL ISHARES TR 1.0%
Value ($000) $4,057 Shares 22,189 Est. Cost $142.33 Unrealized
SPY SPDR S&P 500 ETF TR 1.0%
Value ($000) $3,938 Shares 6,373 Est. Cost $384.86 Unrealized
USVM VICTORY PORTFOLIOS II 1.0%
Value ($000) $3,888 Shares 46,335 Est. Cost $81.84 Unrealized
JPM JPMORGAN CHASE & CO. 1.0%
Value ($000) $3,811 Shares 13,147 Est. Cost $155.26 Unrealized +62.7%
DGRO ISHARES TR 0.9%
Value ($000) $3,565 Shares 55,749 Est. Cost $54.77 Unrealized
SPYM SPDR SERIES TRUST 0.9%
Value ($000) $3,527 Shares 48,517 Est. Cost $50.70 Unrealized
VTV VANGUARD INDEX FDS 0.9%
Value ($000) $3,385 Shares 19,155 Est. Cost $148.65 Unrealized
JAAA JANUS DETROIT STR TR 0.8%
Value ($000) $3,059 Shares 60,272 Est. Cost $50.75 Unrealized
IVV ISHARES TR 0.8%
Value ($000) $2,969 Shares 4,782 Est. Cost $407.29 Unrealized
V VISA INC 0.8%
Value ($000) $2,935 Shares 8,265 Est. Cost $211.25 Unrealized +64.3%
TSLA TESLA INC 0.8%
Value ($000) $2,902 Shares 9,137 Est. Cost $239.77 Unrealized +25.7%
CCEF CALAMOS ETF TR 0.7%
Value ($000) $2,556 Shares 89,802 Est. Cost $26.91 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.6%
Value ($000) $2,454 Shares 11,834 Est. Cost $189.66 Unrealized +0.8%
META META PLATFORMS INC 0.6%
Value ($000) $2,396 Shares 3,246 Est. Cost $375.26 Unrealized +64.3%
LMBS FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $2,295 Shares 46,587 Est. Cost $49.04 Unrealized
AFSM FIRST TR EXCHNG TRADED FD VI 0.6%
Value ($000) $2,285 Shares 76,479 Est. Cost $28.29 Unrealized
IQLT ISHARES TR 0.6%
Value ($000) $2,285 Shares 52,868 Est. Cost $38.28 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $2,233 Shares 37,290 Est. Cost $59.56 Unrealized
SFLR INNOVATOR ETFS TRUST 0.6%
Value ($000) $2,167 Shares 64,547 Est. Cost $31.54 Unrealized
IVW ISHARES TR 0.6%
Value ($000) $2,164 Shares 19,655 Est. Cost $88.47 Unrealized
MCD MCDONALDS CORP 0.5%
Value ($000) $2,112 Shares 7,230 Est. Cost $226.56 Unrealized +34.0%
AOM ISHARES TR 0.5%
Value ($000) $2,000 Shares 43,451 Est. Cost $41.80 Unrealized
VYM VANGUARD WHITEHALL FDS 0.5%
Value ($000) $1,929 Shares 14,469 Est. Cost $108.95 Unrealized
KO COCA COLA CO 0.5%
Value ($000) $1,916 Shares 27,075 Est. Cost $56.19 Unrealized +24.2%
FSK FS KKR CAP CORP 0.5%
Value ($000) $1,913 Shares 92,209 Est. Cost $13.52 Unrealized +34.1%
NFLX NETFLIX INC 0.5%
Value ($000) $1,903 Shares 1,421 Est. Cost $45.90 Unrealized +146.3%
ILCG ISHARES TR 0.5%
Value ($000) $1,882 Shares 19,425 Est. Cost $75.97 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,875 Shares 53,156 Est. Cost $34.36 Unrealized
IWF ISHARES TR 0.5%
Value ($000) $1,875 Shares 4,415 Est. Cost $274.41 Unrealized
C CITIGROUP INC 0.5%
Value ($000) $1,849 Shares 21,722 Est. Cost $59.06 Unrealized +20.6%
GOOGL ALPHABET INC 0.5%
Value ($000) $1,793 Shares 10,177 Est. Cost $131.11 Unrealized +24.5%
EFV ISHARES TR 0.5%
Value ($000) $1,767 Shares 27,829 Est. Cost $56.12 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,751 Shares 9,636 Est. Cost $162.19 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $1,702 Shares 9,172 Est. Cost $96.43 Unrealized +89.4%
CGGO CAPITAL GROUP GBL GROWTH EQT 0.4%
Value ($000) $1,669 Shares 52,198 Est. Cost $27.09 Unrealized
QCOM QUALCOMM INC 0.4%
Value ($000) $1,665 Shares 10,456 Est. Cost $146.97 Unrealized -1.3%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,664 Shares 15,435 Est. Cost $75.22 Unrealized +38.9%
ITOT ISHARES TR 0.4%
Value ($000) $1,639 Shares 12,134 Est. Cost $110.58 Unrealized
DYNF BLACKROCK ETF TRUST 0.4%
Value ($000) $1,585 Shares 29,109 Est. Cost $46.89 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.4%
Value ($000) $1,567 Shares 37,062 Est. Cost $34.63 Unrealized
IUSB ISHARES TR 0.4%
Value ($000) $1,553 Shares 33,586 Est. Cost $47.36 Unrealized
VGT VANGUARD WORLD FD 0.4%
Value ($000) $1,549 Shares 2,335 Est. Cost $321.92 Unrealized
CSX CSX CORP 0.4%
Value ($000) $1,532 Shares 46,936 Est. Cost $29.78 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $1,525 Shares 2,154 Est. Cost $353.10 Unrealized +61.9%
QQQ INVESCO QQQ TR 0.4%
Value ($000) $1,495 Shares 2,709 Est. Cost $370.60 Unrealized
PAVE GLOBAL X FDS 0.4%
Value ($000) $1,481 Shares 33,977 Est. Cost $36.30 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,471 Shares 16,183 Est. Cost $64.79 Unrealized
IRM IRON MTN INC DEL 0.4%
Value ($000) $1,463 Shares 14,262 Est. Cost $25.49 Unrealized +260.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,463 Shares 3,011 Est. Cost $344.48 Unrealized +47.4%
T AT&T INC 0.4%
Value ($000) $1,412 Shares 48,785 Est. Cost $20.45 Unrealized +31.9%
DUHP DIMENSIONAL ETF TRUST 0.4%
Value ($000) $1,405 Shares 39,511 Est. Cost $33.37 Unrealized
OUSM ALPS ETF TR 0.4%
Value ($000) $1,393 Shares 32,244 Est. Cost $43.19 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.4%
Value ($000) $1,383 Shares 2,716 Est. Cost $285.08 Unrealized +52.1%
POCT INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,377 Shares 33,345 Est. Cost $30.21 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,346 Shares 57,925 Est. Cost $31.48 Unrealized
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $1,344 Shares 13,319 Est. Cost $121.77 Unrealized -22.7%
FE FIRSTENERGY CORP 0.3%
Value ($000) $1,341 Shares 33,310 Est. Cost $39.16 Unrealized +2.8%
MO ALTRIA GROUP INC 0.3%
Value ($000) $1,337 Shares 22,806 Est. Cost $34.77 Unrealized +60.9%
FPEI FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $1,332 Shares 70,163 Est. Cost $18.68 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,329 Shares 8,703 Est. Cost $139.94 Unrealized +7.8%
DIS DISNEY WALT CO 0.3%
Value ($000) $1,326 Shares 10,695 Est. Cost $111.89 Unrealized -8.1%
CGBL CAPITAL GROUP CORE BALANCED 0.3%
Value ($000) $1,322 Shares 39,538 Est. Cost $30.91 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $1,306 Shares 5,974 Est. Cost $106.49 Unrealized +51.0%
EPS WISDOMTREE TR 0.3%
Value ($000) $1,303 Shares 20,361 Est. Cost $59.07 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $1,301 Shares 53,664 Est. Cost $26.06 Unrealized -14.2%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $1,293 Shares 9,032 Est. Cost $139.00 Unrealized -1.4%
CIBR FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $1,257 Shares 16,629 Est. Cost $57.11 Unrealized
SCHO SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,254 Shares 51,447 Est. Cost $36.33 Unrealized
SCHG SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,250 Shares 42,778 Est. Cost $30.36 Unrealized
WMT WALMART INC 0.3%
Value ($000) $1,235 Shares 12,627 Est. Cost $58.47 Unrealized +62.1%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,230 Shares 28,417 Est. Cost $38.98 Unrealized +7.3%
EPI WISDOMTREE TR 0.3%
Value ($000) $1,195 Shares 25,173 Est. Cost $48.56 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $1,164 Shares 4,224 Est. Cost $160.97 Unrealized +34.1%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.3%
Value ($000) $1,155 Shares 8,005 Est. Cost $92.81 Unrealized +10.4%
BOND PIMCO ETF TR 0.3%
Value ($000) $1,154 Shares 12,516 Est. Cost $93.02 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $1,152 Shares 18,363 Est. Cost $50.72 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $1,126 Shares 2,568 Est. Cost $279.11 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $1,123 Shares 1,976 Est. Cost $371.73 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $1,121 Shares 8,224 Est. Cost $77.47 Unrealized +51.4%
BAUG INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,116 Shares 24,256 Est. Cost $33.45 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.3%
Value ($000) $1,087 Shares 10,476 Est. Cost $93.63 Unrealized +8.9%
IVE ISHARES TR 0.3%
Value ($000) $1,085 Shares 5,551 Est. Cost $189.41 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,076 Shares 11,841 Est. Cost $73.15 Unrealized +23.1%
DGRW WISDOMTREE TR 0.3%
Value ($000) $1,059 Shares 12,650 Est. Cost $79.72 Unrealized
XLY SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,027 Shares 4,724 Est. Cost $141.55 Unrealized
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,016 Shares 4,013 Est. Cost $110.45 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.3%
Value ($000) $1,008 Shares 15,045 Est. Cost $42.51 Unrealized
BP BP PLC 0.3%
Value ($000) $1,004 Shares 33,542 Est. Cost $34.63 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $993 Shares 13,869 Est. Cost $44.99 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $977 Shares 23,345 Est. Cost $42.32 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.3%
Value ($000) $977 Shares 18,505 Est. Cost $46.81 Unrealized +1.6%
OEF ISHARES TR 0.3%
Value ($000) $971 Shares 3,191 Est. Cost $276.73 Unrealized
DVY ISHARES TR 0.3%
Value ($000) $968 Shares 7,290 Est. Cost $111.40 Unrealized
CAH CARDINAL HEALTH INC 0.3%
Value ($000) $967 Shares 5,757 Est. Cost $72.07 Unrealized +104.1%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $965 Shares 975 Est. Cost $756.42 Unrealized +31.0%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $951 Shares 7,373 Est. Cost $129.83 Unrealized +1.5%
IEMG ISHARES INC 0.2%
Value ($000) $950 Shares 15,820 Est. Cost $56.74 Unrealized
PAYX PAYCHEX INC 0.2%
Value ($000) $947 Shares 6,508 Est. Cost $116.28 Unrealized +26.9%
USMV ISHARES TR 0.2%
Value ($000) $943 Shares 10,046 Est. Cost $66.91 Unrealized
USMF WISDOMTREE TR 0.2%
Value ($000) $933 Shares 18,203 Est. Cost $48.04 Unrealized
XTEN BONDBLOXX ETF TRUST 0.2%
Value ($000) $921 Shares 19,956 Est. Cost $46.33 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $919 Shares 17,544 Est. Cost $38.35 Unrealized
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $918 Shares 4,710 Est. Cost $139.14 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $912 Shares 19,693 Est. Cost $49.09 Unrealized -3.8%
FENI FIDELITY COVINGTON TRUST 0.2%
Value ($000) $907 Shares 27,266 Est. Cost $32.06 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $905 Shares 1,597 Est. Cost $413.06 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $896 Shares 10,277 Est. Cost $83.52 Unrealized -0.0%
DFAC DIMENSIONAL ETF TRUST 0.2%
Value ($000) $895 Shares 24,961 Est. Cost $29.00 Unrealized
NUE NUCOR CORP 0.2%
Value ($000) $876 Shares 6,765 Est. Cost $115.25 Unrealized +0.2%
EFG ISHARES TR 0.2%
Value ($000) $873 Shares 7,793 Est. Cost $95.71 Unrealized
GE GE AEROSPACE 0.2%
Value ($000) $869 Shares 3,377 Est. Cost $196.43 Unrealized +11.3%
IWR ISHARES TR 0.2%
Value ($000) $867 Shares 9,423 Est. Cost $70.46 Unrealized
IGRO ISHARES TR 0.2%
Value ($000) $861 Shares 10,914 Est. Cost $64.43 Unrealized
INSM INSMED INC 0.2%
Value ($000) $853 Shares 8,480 Est. Cost $24.73 Unrealized +209.2%
IJR ISHARES TR 0.2%
Value ($000) $850 Shares 7,780 Est. Cost $95.01 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $837 Shares 19,547 Est. Cost $39.62 Unrealized
AGGY WISDOMTREE TR 0.2%
Value ($000) $836 Shares 19,159 Est. Cost $43.45 Unrealized
GPIX GOLDMAN SACHS ETF TR 0.2%
Value ($000) $835 Shares 16,757 Est. Cost $48.72 Unrealized
BJUN INNOVATOR ETFS TRUST 0.2%
Value ($000) $832 Shares 19,015 Est. Cost $36.31 Unrealized
JHPI JOHN HANCOCK EXCHANGE TRADED 0.2%
Value ($000) $826 Shares 36,646 Est. Cost $22.37 Unrealized
IEFA ISHARES TR 0.2%
Value ($000) $824 Shares 9,867 Est. Cost $68.45 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $801 Shares 2,064 Est. Cost $277.59 Unrealized +19.2%
IYW ISHARES TR 0.2%
Value ($000) $790 Shares 4,558 Est. Cost $97.57 Unrealized
PAUG INNOVATOR ETFS TRUST 0.2%
Value ($000) $755 Shares 18,656 Est. Cost $31.82 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.2%
Value ($000) $743 Shares 20,108 Est. Cost $27.08 Unrealized
INDA ISHARES TR 0.2%
Value ($000) $739 Shares 13,275 Est. Cost $55.41 Unrealized
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $734 Shares 27,703 Est. Cost $34.27 Unrealized
PIMCO DYNAMIC INCOME FD 0.2%
Value ($000) $726 Shares 38,277 Est. Cost $18.91 Unrealized
ARKK ARK ETF TR 0.2%
Value ($000) $725 Shares 10,308 Est. Cost $51.76 Unrealized
GSUS GOLDMAN SACHS ETF TR 0.2%
Value ($000) $724 Shares 8,463 Est. Cost $82.03 Unrealized
AGG ISHARES TR 0.2%
Value ($000) $718 Shares 7,235 Est. Cost $98.42 Unrealized
ISTB ISHARES TR 0.2%
Value ($000) $715 Shares 14,706 Est. Cost $48.26 Unrealized
MBB ISHARES TR 0.2%
Value ($000) $714 Shares 7,604 Est. Cost $92.88 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $712 Shares 14,391 Est. Cost $47.06 Unrealized
QGRO AMERICAN CENTY ETF TR 0.2%
Value ($000) $708 Shares 6,492 Est. Cost $96.04 Unrealized
BDEC INNOVATOR ETFS TRUST 0.2%
Value ($000) $706 Shares 15,635 Est. Cost $38.96 Unrealized
BINC BLACKROCK ETF TRUST II 0.2%
Value ($000) $692 Shares 13,087 Est. Cost $52.53 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $691 Shares 1,934 Est. Cost $228.61 Unrealized +34.2%
HD HOME DEPOT INC 0.2%
Value ($000) $689 Shares 1,880 Est. Cost $274.62 Unrealized +29.6%
SOXX ISHARES TR 0.2%
Value ($000) $663 Shares 2,778 Est. Cost $266.95 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.2%
Value ($000) $653 Shares 21,009 Est. Cost $23.65 Unrealized
VDC VANGUARD WORLD FD 0.2%
Value ($000) $653 Shares 2,981 Est. Cost $203.05 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $653 Shares 12,526 Est. Cost $48.12 Unrealized
BUFF INNOVATOR ETFS TRUST 0.2%
Value ($000) $650 Shares 13,832 Est. Cost $47.00 Unrealized
IAU ISHARES GOLD TR 0.2%
Value ($000) $642 Shares 10,288 Est. Cost $54.69 Unrealized
GPIQ GOLDMAN SACHS ETF TR 0.2%
Value ($000) $641 Shares 12,874 Est. Cost $47.41 Unrealized
AOR ISHARES TR 0.2%
Value ($000) $640 Shares 10,399 Est. Cost $51.05 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $640 Shares 2,172 Est. Cost $187.55 Unrealized +35.3%
DOW DOW INC 0.2%
Value ($000) $638 Shares 24,086 Est. Cost $43.55 Unrealized -36.2%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $637 Shares 7,516 Est. Cost $65.15 Unrealized
IAGG ISHARES TR 0.2%
Value ($000) $623 Shares 12,185 Est. Cost $51.09 Unrealized
PSEP INNOVATOR ETFS TRUST 0.2%
Value ($000) $621 Shares 15,186 Est. Cost $33.07 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $620 Shares 3,493 Est. Cost $136.35 Unrealized +20.9%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $617 Shares 5,442 Est. Cost $78.52 Unrealized
DFEM DIMENSIONAL ETF TRUST 0.2%
Value ($000) $611 Shares 20,596 Est. Cost $27.49 Unrealized
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $610 Shares 873 Est. Cost $628.26 Unrealized 0.0%
PJFV PGIM ETF TR 0.2%
Value ($000) $607 Shares 8,156 Est. Cost $69.29 Unrealized
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $603 Shares 5,554 Est. Cost $70.34 Unrealized
HPQ HP INC 0.2%
Value ($000) $601 Shares 24,563 Est. Cost $27.78 Unrealized -11.1%
PWB INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $600 Shares 5,105 Est. Cost $67.52 Unrealized
MTUM ISHARES TR 0.2%
Value ($000) $599 Shares 2,494 Est. Cost $215.93 Unrealized
XSD SPDR SERIES TRUST 0.2%
Value ($000) $599 Shares 2,334 Est. Cost $132.16 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $589 Shares 10,336 Est. Cost $48.69 Unrealized
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $588 Shares 7,267 Est. Cost $65.13 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $584 Shares 5,916 Est. Cost $114.57 Unrealized -18.6%
SPMO INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $582 Shares 5,170 Est. Cost $91.19 Unrealized
ARKB ARK 21SHARES BITCOIN ETF 0.2%
Value ($000) $581 Shares 16,233 Est. Cost $49.30 Unrealized
GMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $578 Shares 14,770 Est. Cost $39.15 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $578 Shares 3,915 Est. Cost $80.46 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $576 Shares 3,161 Est. Cost $151.55 Unrealized +10.4%
STIP ISHARES TR 0.1%
Value ($000) $553 Shares 5,376 Est. Cost $104.39 Unrealized
NKE NIKE INC 0.1%
Value ($000) $547 Shares 7,695 Est. Cost $65.62 Unrealized -10.0%
FBCG FIDELITY COVINGTON TRUST 0.1%
Value ($000) $545 Shares 11,300 Est. Cost $48.24 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $544 Shares 1,486 Est. Cost $331.41 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $544 Shares 3,413 Est. Cost $129.64 Unrealized +24.0%
DFAT DIMENSIONAL ETF TRUST 0.1%
Value ($000) $543 Shares 10,062 Est. Cost $52.80 Unrealized
IWY ISHARES TR 0.1%
Value ($000) $541 Shares 2,195 Est. Cost $210.91 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.1%
Value ($000) $538 Shares 12,692 Est. Cost $29.56 Unrealized
BSEP INNOVATOR ETFS TRUST 0.1%
Value ($000) $536 Shares 11,860 Est. Cost $36.52 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $532 Shares 6,725 Est. Cost $73.71 Unrealized +5.0%
THRO BLACKROCK ETF TRUST 0.1%
Value ($000) $528 Shares 14,838 Est. Cost $35.58 Unrealized
ANF ABERCROMBIE & FITCH CO 0.1%
Value ($000) $527 Shares 6,366 Est. Cost $75.86 Unrealized 0.0%
PFFA ETFIS SER TR I 0.1%
Value ($000) $527 Shares 25,295 Est. Cost $22.41 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $520 Shares 1,908 Est. Cost $212.36 Unrealized +25.3%
PDEC INNOVATOR ETFS TRUST 0.1%
Value ($000) $512 Shares 12,787 Est. Cost $37.00 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $510 Shares 6,153 Est. Cost $83.14 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $508 Shares 4,173 Est. Cost $93.79 Unrealized
BNOV INNOVATOR ETFS TRUST 0.1%
Value ($000) $507 Shares 12,294 Est. Cost $35.34 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $506 Shares 3,074 Est. Cost $135.36 Unrealized
GOCT FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $495 Shares 13,540 Est. Cost $32.35 Unrealized
NAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $493 Shares 9,660 Est. Cost $51.01 Unrealized
WTV WISDOMTREE TR 0.1%
Value ($000) $488 Shares 5,647 Est. Cost $82.17 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $484 Shares 1,594 Est. Cost $235.42 Unrealized
GAA CAMBRIA ETF TR 0.1%
Value ($000) $479 Shares 15,676 Est. Cost $27.26 Unrealized
MTGP WISDOMTREE TR 0.1%
Value ($000) $478 Shares 10,756 Est. Cost $44.23 Unrealized
CHAT TIDAL TR II 0.1%
Value ($000) $477 Shares 9,782 Est. Cost $28.28 Unrealized
FISV FISERV INC 0.1%
Value ($000) $475 Shares 2,753 Est. Cost $152.58 Unrealized +18.9%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $474 Shares 1,024 Est. Cost $443.68 Unrealized +3.5%
PJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $474 Shares 10,758 Est. Cost $40.00 Unrealized
FOCT FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $470 Shares 10,500 Est. Cost $41.69 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $464 Shares 1,677 Est. Cost $252.02 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $454 Shares 5,671 Est. Cost $75.35 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $452 Shares 2,423 Est. Cost $182.28 Unrealized -8.9%
VHT VANGUARD WORLD FD 0.1%
Value ($000) $446 Shares 1,797 Est. Cost $214.27 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $446 Shares 4,241 Est. Cost $105.65 Unrealized -3.2%
DFCF DIMENSIONAL ETF TRUST 0.1%
Value ($000) $445 Shares 10,527 Est. Cost $41.73 Unrealized
FAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $443 Shares 9,045 Est. Cost $40.82 Unrealized
WOR WORTHINGTON ENTERPRISES INC 0.1%
Value ($000) $435 Shares 6,834 Est. Cost $39.15 Unrealized +41.5%
DFAS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $433 Shares 6,803 Est. Cost $54.50 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $431 Shares 8,709 Est. Cost $49.09 Unrealized
QFLR INNOVATOR ETFS TRUST 0.1%
Value ($000) $430 Shares 14,396 Est. Cost $27.58 Unrealized
BIZD VANECK ETF TRUST 0.1%
Value ($000) $412 Shares 25,320 Est. Cost $16.13 Unrealized
PFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $412 Shares 10,842 Est. Cost $34.94 Unrealized
EVTR MORGAN STANLEY ETF TRUST 0.1%
Value ($000) $407 Shares 8,007 Est. Cost $50.72 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $405 Shares 8,552 Est. Cost $32.89 Unrealized +26.0%
BOTZ GLOBAL X FDS 0.1%
Value ($000) $403 Shares 12,339 Est. Cost $29.76 Unrealized
FALN ISHARES TR 0.1%
Value ($000) $397 Shares 14,628 Est. Cost $26.77 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $391 Shares 509 Est. Cost $576.31 Unrealized +11.4%
GLDM WORLD GOLD TR 0.1%
Value ($000) $389 Shares 5,938 Est. Cost $62.11 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.1%
Value ($000) $382 Shares 1,572 Est. Cost $153.13 Unrealized +47.1%
PJUN INNOVATOR ETFS TRUST 0.1%
Value ($000) $382 Shares 9,600 Est. Cost $36.42 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $380 Shares 6,210 Est. Cost $41.24 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.1%
Value ($000) $379 Shares 20,132 Est. Cost $18.04 Unrealized
BAR GRANITESHARES GOLD TR 0.1%
Value ($000) $377 Shares 11,563 Est. Cost $18.26 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $376 Shares 1,409 Est. Cost $154.29 Unrealized +66.9%
FMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $375 Shares 7,500 Est. Cost $50.03 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $374 Shares 5,395 Est. Cost $40.47 Unrealized +49.2%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $373 Shares 746 Est. Cost $315.16 Unrealized +54.2%
QSIG WISDOMTREE TR 0.1%
Value ($000) $372 Shares 7,629 Est. Cost $48.44 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $369 Shares 2,769 Est. Cost $82.34 Unrealized +37.9%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $368 Shares 4,598 Est. Cost $67.68 Unrealized +5.1%
TIP ISHARES TR 0.1%
Value ($000) $368 Shares 3,344 Est. Cost $110.04 Unrealized
ACMR ACM RESH INC 0.1%
Value ($000) $364 Shares 14,040 Est. Cost $19.10 Unrealized +17.8%
XSW SPDR SERIES TRUST 0.1%
Value ($000) $360 Shares 1,895 Est. Cost $131.14 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $359 Shares 1,580 Est. Cost $195.65 Unrealized
OUSA ALPS ETF TR 0.1%
Value ($000) $357 Shares 6,608 Est. Cost $40.89 Unrealized
BWXT BWX TECHNOLOGIES INC 0.1%
Value ($000) $356 Shares 2,474 Est. Cost $91.66 Unrealized +27.0%
IAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $355 Shares 12,156 Est. Cost $27.47 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $354 Shares 2,684 Est. Cost $135.71 Unrealized -3.4%
SHYG ISHARES TR 0.1%
Value ($000) $351 Shares 8,139 Est. Cost $41.09 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $347 Shares 2,548 Est. Cost $113.81 Unrealized +14.8%
KAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $346 Shares 10,681 Est. Cost $31.25 Unrealized
TJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $342 Shares 11,930 Est. Cost $25.67 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $340 Shares 4,320 Est. Cost $81.72 Unrealized
SYLD CAMBRIA ETF TR 0.1%
Value ($000) $340 Shares 5,228 Est. Cost $63.86 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $339 Shares 435 Est. Cost $757.19 Unrealized +2.1%
GEV GE VERNOVA INC 0.1%
Value ($000) $328 Shares 619 Est. Cost $415.97 Unrealized 0.0%
BOCT INNOVATOR ETFS TRUST 0.1%
Value ($000) $327 Shares 7,194 Est. Cost $31.15 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.1%
Value ($000) $325 Shares 8,200 Est. Cost $39.66 Unrealized
BJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $320 Shares 6,367 Est. Cost $44.06 Unrealized
IYK ISHARES TR 0.1%
Value ($000) $316 Shares 4,479 Est. Cost $114.04 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $315 Shares 561 Est. Cost $523.36 Unrealized +5.4%
DON WISDOMTREE TR 0.1%
Value ($000) $313 Shares 6,245 Est. Cost $50.40 Unrealized
CGMS CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $308 Shares 11,150 Est. Cost $27.80 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $307 Shares 3,502 Est. Cost $78.50 Unrealized
UFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $307 Shares 8,957 Est. Cost $34.31 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $304 Shares 4,172 Est. Cost $61.05 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $298 Shares 1,401 Est. Cost $185.05 Unrealized 0.0%
DE DEERE & CO 0.1%
Value ($000) $296 Shares 582 Est. Cost $393.60 Unrealized +23.1%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $294 Shares 3,147 Est. Cost $72.72 Unrealized +13.2%
PAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $292 Shares 7,840 Est. Cost $34.66 Unrealized
BMAR INNOVATOR ETFS TRUST 0.1%
Value ($000) $292 Shares 5,947 Est. Cost $35.67 Unrealized
IYC ISHARES TR 0.1%
Value ($000) $292 Shares 2,926 Est. Cost $98.78 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $289 Shares 2,054 Est. Cost $120.34 Unrealized +0.5%
FFEB FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $288 Shares 5,490 Est. Cost $45.27 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $286 Shares 3,281 Est. Cost $80.66 Unrealized
EEMV ISHARES INC 0.1%
Value ($000) $278 Shares 4,434 Est. Cost $56.45 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $277 Shares 4,464 Est. Cost $58.35 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $273 Shares 978 Est. Cost $281.03 Unrealized -1.2%
CGSD CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $273 Shares 10,526 Est. Cost $25.94 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $272 Shares 1,168 Est. Cost $203.09 Unrealized -1.7%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $272 Shares 1,411 Est. Cost $144.60 Unrealized
UOCT INNOVATOR ETFS TRUST 0.1%
Value ($000) $272 Shares 7,387 Est. Cost $34.91 Unrealized
JPLD J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $271 Shares 5,187 Est. Cost $52.23 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $269 Shares 883 Est. Cost $289.95 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.1%
Value ($000) $266 Shares 7,705 Est. Cost $28.47 Unrealized
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $265 Shares 1,572 Est. Cost $131.41 Unrealized +22.8%
BLK BLACKROCK INC 0.1%
Value ($000) $265 Shares 252 Est. Cost $983.08 Unrealized -5.1%
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $264 Shares 2,055 Est. Cost $97.15 Unrealized 0.0%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $262 Shares 2,041 Est. Cost $81.77 Unrealized
HYS PIMCO ETF TR 0.1%
Value ($000) $262 Shares 2,754 Est. Cost $88.04 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $261 Shares 760 Est. Cost $255.64 Unrealized +34.8%
SO SOUTHERN CO 0.1%
Value ($000) $261 Shares 2,838 Est. Cost $87.99 Unrealized 0.0%
DIHP DIMENSIONAL ETF TRUST 0.1%
Value ($000) $256 Shares 8,687 Est. Cost $29.49 Unrealized
IVT INVENTRUST PPTYS CORP 0.1%
Value ($000) $256 Shares 9,347 Est. Cost $27.40 Unrealized
IXUS ISHARES TR 0.1%
Value ($000) $256 Shares 3,309 Est. Cost $72.55 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $254 Shares 5,782 Est. Cost $43.30 Unrealized
GFEB FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $252 Shares 6,455 Est. Cost $34.44 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $249 Shares 911 Est. Cost $237.96 Unrealized +4.7%
DGRS WISDOMTREE TR 0.1%
Value ($000) $248 Shares 5,336 Est. Cost $46.50 Unrealized
FESM FIDELITY COVINGTON TRUST 0.1%
Value ($000) $243 Shares 7,582 Est. Cost $31.99 Unrealized
ROYCE SMALL CAP TRUST INC 0.1%
Value ($000) $242 Shares 16,095 Est. Cost $14.78 Unrealized
IXJ ISHARES TR 0.1%
Value ($000) $240 Shares 2,790 Est. Cost $72.71 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value ($000) $239 Shares 3,226 Est. Cost $69.54 Unrealized 0.0%
SDY SPDR SERIES TRUST 0.1%
Value ($000) $238 Shares 1,755 Est. Cost $124.96 Unrealized
CCL CARNIVAL CORP 0.1%
Value ($000) $238 Shares 8,470 Est. Cost $21.40 Unrealized 0.0%
AJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $238 Shares 8,800 Est. Cost $24.90 Unrealized
NEAR ISHARES U S ETF TR 0.1%
Value ($000) $237 Shares 4,636 Est. Cost $51.11 Unrealized
MSTR MICROSTRATEGY INC 0.1%
Value ($000) $237 Shares 586 Est. Cost $364.26 Unrealized 0.0%
FJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $231 Shares 4,470 Est. Cost $36.98 Unrealized
TAFI AB ACTIVE ETFS INC 0.1%
Value ($000) $231 Shares 9,208 Est. Cost $25.11 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.1%
Value ($000) $230 Shares 1,896 Est. Cost $121.38 Unrealized
AHR AMERICAN HEALTHCARE REIT INC 0.1%
Value ($000) $230 Shares 6,254 Est. Cost $36.74 Unrealized
TLH ISHARES TR 0.1%
Value ($000) $229 Shares 2,251 Est. Cost $106.23 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $229 Shares 1,855 Est. Cost $80.82 Unrealized +15.4%
GCOR GOLDMAN SACHS ETF TR 0.1%
Value ($000) $228 Shares 5,520 Est. Cost $41.34 Unrealized
BIL SPDR SERIES TRUST 0.1%
Value ($000) $228 Shares 2,485 Est. Cost $91.74 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $228 Shares 1,004 Est. Cost $175.06 Unrealized
F FORD MTR CO 0.1%
Value ($000) $226 Shares 20,812 Est. Cost $9.55 Unrealized +3.4%
MINO PIMCO ETF TR 0.1%
Value ($000) $226 Shares 5,105 Est. Cost $44.73 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $226 Shares 6,324 Est. Cost $33.91 Unrealized 0.0%
HDV ISHARES TR 0.1%
Value ($000) $223 Shares 1,904 Est. Cost $120.84 Unrealized
BAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $222 Shares 4,905 Est. Cost $35.74 Unrealized
FMAR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $219 Shares 4,890 Est. Cost $42.26 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $218 Shares 9,713 Est. Cost $21.80 Unrealized -5.0%
GMAR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $217 Shares 5,560 Est. Cost $36.72 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $216 Shares 939 Est. Cost $218.47 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $214 Shares 1,814 Est. Cost $94.26 Unrealized +22.5%
PHYS SPROTT PHYSICAL GOLD TR 0.1%
Value ($000) $213 Shares 8,398 Est. Cost $25.35 Unrealized
BAI BLACKROCK ETF TRUST 0.1%
Value ($000) $212 Shares 7,361 Est. Cost $28.85 Unrealized
KJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $212 Shares 5,650 Est. Cost $35.32 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $212 Shares 547 Est. Cost $479.09 Unrealized -19.6%
FAPR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $208 Shares 4,929 Est. Cost $41.29 Unrealized
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $206 Shares 18,017 Est. Cost $14.88 Unrealized -37.3%
IGE ISHARES TR 0.1%
Value ($000) $205 Shares 4,636 Est. Cost $31.10 Unrealized
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $205 Shares 2,005 Est. Cost $102.77 Unrealized -15.8%
DSI ISHARES TR 0.1%
Value ($000) $204 Shares 1,757 Est. Cost $116.13 Unrealized
WS WORTHINGTON STL INC 0.1%
Value ($000) $203 Shares 6,797 Est. Cost $25.74 Unrealized 0.0%
XNTK SPDR SERIES TRUST 0.1%
Value ($000) $202 Shares 851 Est. Cost $237.35 Unrealized
FEGE RBB FUND TRUST 0.1%
Value ($000) $202 Shares 5,000 Est. Cost $40.37 Unrealized
PIMCO CORPORATE & INCOME OPP 0.0%
Value ($000) $169 Shares 12,116 Est. Cost $14.36 Unrealized
GUGGENHEIM STRATEGIC OPPORTU 0.0%
Value ($000) $153 Shares 10,296 Est. Cost $14.89 Unrealized
AGNC AGNC INVT CORP 0.0%
Value ($000) $110 Shares 11,953 Est. Cost $9.19 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $107 Shares 13,284 Est. Cost $6.93 Unrealized
XAI OCTAGN FLT RAT & ALT INM 0.0%
Value ($000) $101 Shares 17,793 Est. Cost $6.44 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $88 Shares 20,321 Est. Cost $4.62 Unrealized
OXFORD LANE CAP CORP 0.0%
Value ($000) $81 Shares 19,392 Est. Cost $5.34 Unrealized
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $49 Shares 15,406 Est. Cost $3.02 Unrealized 0.0%
IOVA IOVANCE BIOTHERAPEUTICS INC 0.0%
Value ($000) $37 Shares 21,330 Est. Cost $10.14 Unrealized -75.4%
RMTI ROCKWELL MED INC 0.0%
Value ($000) $21 Shares 24,645 Est. Cost $2.69 Unrealized -62.1%