Financial Gravity Asset Management, Inc. Quant / Systematic

CIK: 0001741736 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Jun 26, 2024

Total Value ($000): $391,797

Holdings (1,903)

IAGG BlackRock Institutional Trust Company N.A. iShares International Aggregate Bond Fund 5.9%
Value ($000) $23,157 Shares 463,602 Est. Cost $24.09 Unrealized
HYLB XTRACKERS USD HIGH YIELDCOR BND ETF 5.1%
Value ($000) $19,884 Shares 556,822 Est. Cost $27.14 Unrealized
SHYG BlackRock Institutional Trust Company N.A. iShares 0-5 Year High Yield Corporate Bond ETF 4.2%
Value ($000) $16,648 Shares 391,259 Est. Cost $18.52 Unrealized
EPS WISDOMTREE US LARGECAP ETF 3.6%
Value ($000) $14,199 Shares 256,305 Est. Cost $39.72 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 3.5%
Value ($000) $13,716 Shares 137,945 Est. Cost $112.61 Unrealized
SPIB SPDR INTRMDT TRM CRPRATEBND ETF 3.5%
Value ($000) $13,704 Shares 419,207 Est. Cost $17.43 Unrealized
HYDW DBX XTRCKR LW BTA HG YLDBND ETF 3.5%
Value ($000) $13,578 Shares 294,206 Est. Cost $19.20 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 3.5%
Value ($000) $13,546 Shares 314,740 Est. Cost $70.76 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 3.4%
Value ($000) $13,176 Shares 247,014 Est. Cost $32.67 Unrealized
SPYG SPDR S&P 500 GROWTH ETF 2.9%
Value ($000) $11,498 Shares 157,180 Est. Cost $104.03 Unrealized
VWOB VANGUARD EMERGING MKT GOV BND ETF IV 2.8%
Value ($000) $11,120 Shares 174,166 Est. Cost $75.46 Unrealized
SPYD SPDR S&P 500 HIGH DIVIDEND ETF 2.6%
Value ($000) $10,307 Shares 253,189 Est. Cost $51.20 Unrealized
SPEM SPDR INDEX SHARES EMERG MARKT ETF 2.5%
Value ($000) $9,617 Shares 265,728 Est. Cost $27.34 Unrealized
SPBO SPDR PORTFOLIO CORPORATEBOND ETF 2.4%
Value ($000) $9,279 Shares 318,757 Est. Cost $25.89 Unrealized
SPYV SPDR S&P 500 VALUE ETF 2.0%
Value ($000) $7,947 Shares 158,615 Est. Cost $47.40 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.8%
Value ($000) $6,962 Shares 13,243 Est. Cost $2.60 Unrealized
ICVT ISHARES CONVERTIBLE BONDETF 1.6%
Value ($000) $6,215 Shares 77,854 Est. Cost $89.81 Unrealized
IEUR ISHARES CORE MSCI EUROPEETF 1.5%
Value ($000) $5,728 Shares 99,013 Est. Cost $117.22 Unrealized
MSFT Microsoft Corporation Ordinary Shares 1.4%
Value ($000) $5,416 Shares 12,874 Est. Cost $321.41 Unrealized +24.2%
AMZN Amazon.com Inc. Ordinary Shares 1.4%
Value ($000) $5,308 Shares 29,425 Est. Cost $133.02 Unrealized +25.5%
SHW Sherwin-Williams Co. Ordinary Shares 1.1%
Value ($000) $4,435 Shares 12,769 Est. Cost $262.08 Unrealized +19.6%
UPWK UPWORK INC 1.0%
Value ($000) $3,738 Shares 304,876 Est. Cost $12.48 Unrealized +9.0%
TSLA TESLA INC 0.9%
Value ($000) $3,715 Shares 21,132 Est. Cost $254.79 Unrealized -23.3%
NVS Novartis AG ADR 0.9%
Value ($000) $3,506 Shares 36,244 Est. Cost $99.21 Unrealized
ARM Arm Holdings plc. ADR 0.8%
Value ($000) $3,319 Shares 26,551 Est. Cost $75.14 Unrealized
BSV Vanguard Group, Inc. Vanguard Short-Term Bond ETF 0.8%
Value ($000) $3,197 Shares 41,695 Est. Cost $108.53 Unrealized
ICSH BlackRock Institutional Trust Company N.A. BlackRock Ultra Short-Term Bond ETF 0.8%
Value ($000) $3,145 Shares 62,203 Est. Cost $32.16 Unrealized
TFLO ISHARES TREASURY FLOATING RATE B ETF 0.8%
Value ($000) $3,137 Shares 61,886 Est. Cost $32.23 Unrealized
VMBS VANGUARD MORTGAGE BACKEDSEC ETF 0.8%
Value ($000) $3,126 Shares 68,541 Est. Cost $45.68 Unrealized
VGSH VANGUARD SHORT TERM TREASURY ETF 0.8%
Value ($000) $3,112 Shares 53,599 Est. Cost $45.03 Unrealized
IPAC ISHARES CORE MSCI PACIFIC ETF 0.8%
Value ($000) $3,107 Shares 49,070 Est. Cost $231.98 Unrealized
META Meta Platforms Inc Ordinary Shares - Class A 0.8%
Value ($000) $3,068 Shares 6,318 Est. Cost $293.98 Unrealized +50.8%
NVO NOVO-NORDISK AS VORMAL FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.8%
Value ($000) $2,976 Shares 23,177 Est. Cost $553.21 Unrealized
AAPL APPLE INC 0.7%
Value ($000) $2,835 Shares 16,529 Est. Cost $179.61 Unrealized +0.4%
BRK/B BERKSHIRE HATHAWAY CL B ORD 0.7%
Value ($000) $2,616 Shares 6,221 Est. Cost $352.33 Unrealized +11.6%
CMG CHIPOTLE MEXICAN GRL 0.7%
Value ($000) $2,558 Shares 880 Est. Cost $37.40 Unrealized +36.7%
NFLX Netflix Inc. Ordinary Shares 0.6%
Value ($000) $2,509 Shares 4,131 Est. Cost $42.39 Unrealized +33.0%
MAR MARRIOTT INTL INC CLASS A 0.6%
Value ($000) $2,454 Shares 9,727 Est. Cost $192.35 Unrealized +23.6%
GOOG Alphabet Inc Ordinary Shares - Class C 0.6%
Value ($000) $2,416 Shares 15,871 Est. Cost $127.82 Unrealized +12.1%
CRM SALESFORCE INC 0.6%
Value ($000) $2,399 Shares 7,965 Est. Cost $211.70 Unrealized +34.7%
ASML ASML HOLDING N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.6%
Value ($000) $2,374 Shares 2,447 Est. Cost $3611.34 Unrealized
SYK STRYKER CORP 0.6%
Value ($000) $2,365 Shares 6,609 Est. Cost $278.71 Unrealized +18.5%
SPTM SPDR PORTFOLIO S P 1500 CMPST ST ETF 0.6%
Value ($000) $2,290 Shares 35,695 Est. Cost $95.28 Unrealized
INTU INTUIT INC 0.6%
Value ($000) $2,274 Shares 3,498 Est. Cost $496.45 Unrealized +27.2%
DIS WALT DISNEY CO 0.6%
Value ($000) $2,185 Shares 17,859 Est. Cost $84.28 Unrealized +21.5%
SMG SCOTTS MIRACLE GRO CO 0.5%
Value ($000) $2,106 Shares 28,234 Est. Cost $52.32 Unrealized +8.7%
TSM Taiwan Semiconductor Manufacturing ADR 0.5%
Value ($000) $2,079 Shares 15,279 Est. Cost $143.65 Unrealized
WMT WALMART INC 0.5%
Value ($000) $2,056 Shares 34,170 Est. Cost $51.53 Unrealized +8.8%
ADSK Autodesk Inc. Ordinary Shares 0.5%
Value ($000) $2,008 Shares 7,711 Est. Cost $210.14 Unrealized +20.4%
CL COLGATE-PALMOLIVE CO 0.5%
Value ($000) $1,993 Shares 22,133 Est. Cost $70.84 Unrealized +14.8%
MRNA MODERNA INC 0.5%
Value ($000) $1,907 Shares 17,895 Est. Cost $113.70 Unrealized -11.3%
PG PROCTER & GAMBLE 0.5%
Value ($000) $1,896 Shares 11,684 Est. Cost $143.60 Unrealized +4.4%
KO THE COCA-COLA CO 0.5%
Value ($000) $1,848 Shares 30,199 Est. Cost $55.68 Unrealized +1.8%
SBUX Starbucks Corp. Ordinary Shares 0.5%
Value ($000) $1,770 Shares 19,367 Est. Cost $92.45 Unrealized -4.2%
MMM 3M CO TRADES WITH DUE BILLS 0.4%
Value ($000) $1,726 Shares 16,271 Est. Cost $79.95 Unrealized -0.8%
AZN ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.4%
Value ($000) $1,700 Shares 25,086 Est. Cost $70.99 Unrealized
Unilever plc ADR 0.4%
Value ($000) $1,699 Shares 33,847 Est. Cost $48.61 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,690 Shares 10,686 Est. Cost $153.09 Unrealized -1.9%
BA Boeing Co. Ordinary Shares 0.4%
Value ($000) $1,675 Shares 8,678 Est. Cost $217.77 Unrealized -5.6%
DEO DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS 0.4%
Value ($000) $1,652 Shares 11,109 Est. Cost $697.39 Unrealized
SDRIX Swan Defined Risk Fund Class I 0.4%
Value ($000) $1,628 Shares 109,846 Est. Cost $16.35 Unrealized
NKE Nike, Inc. Ordinary Shares - Class B 0.4%
Value ($000) $1,476 Shares 15,703 Est. Cost $99.01 Unrealized -1.2%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.4%
Value ($000) $1,416 Shares 12,317 Est. Cost $0.72 Unrealized
BIL SPDR Series Trust SPDR Bloomberg 1-3 Month T-Bill ETF 0.4%
Value ($000) $1,391 Shares 15,147 Est. Cost $132.02 Unrealized
IUSB ISHARES TOTAL USD BOND MARKET ETF 0.3%
Value ($000) $1,039 Shares 22,787 Est. Cost $0.61 Unrealized
VTSAX VANGUARD TOTAL STOCK MKT IDX ADM 0.2%
Value ($000) $965 Shares 7,626 Est. Cost $382.01 Unrealized
PIMIX PIMCO INCOME INSTL 0.2%
Value ($000) $931 Shares 87,845 Est. Cost $10.24 Unrealized
BNP PARIBAS SA 0 27F DUE 08/04/27 0.2%
Value ($000) $829 Shares 775,000 Est. Cost $0.62 Unrealized
BNP PARIBAS SA 0 24F DUE 08/05/24 0.2%
Value ($000) $798 Shares 750,000 Est. Cost $0.08 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $770 Shares 10,375 Est. Cost $5.57 Unrealized
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $746 Shares 2,167 Est. Cost $310.76 Unrealized
CREDIT SUISSE AG, 0 25F DUE 08/01/25 0.2%
Value ($000) $731 Shares 750,000 Est. Cost $0.07 Unrealized
QUAL ISHARES MSCI USA QLTY FACT ETF 0.2%
Value ($000) $711 Shares 4,329 Est. Cost $13.15 Unrealized
INTC INTEL ORD 0.2%
Value ($000) $695 Shares 15,746 Est. Cost $33.86 Unrealized +30.1%
ABT Abbott Laboratories Ordinary Shares 0.2%
Value ($000) $652 Shares 5,736 Est. Cost $102.40 Unrealized +8.2%
QQQ Invesco Capital Management LLC Invesco QQQ Trust Series 1 0.2%
Value ($000) $642 Shares 1,446 Est. Cost $409.52 Unrealized
IYW ISHARES US TECHNOLOGY ETF 0.1%
Value ($000) $568 Shares 4,203 Est. Cost $5.64 Unrealized
TIP BlackRock Institutional Trust Company N.A. iShares TIPS Bond ETF 0.1%
Value ($000) $532 Shares 4,957 Est. Cost $1002.46 Unrealized
GFEB FT VEST US EQTY MOD BUFRETF 0.1%
Value ($000) $517 Shares 15,000 Est. Cost $33.04 Unrealized
BNP PARIBAS SA 0 27F DUE 10/06/27 0.1%
Value ($000) $508 Shares 450,000 Est. Cost $0.81 Unrealized
BNP PARIBAS MEDIUM0 24F DUE 10/07/24 0.1%
Value ($000) $504 Shares 450,000 Est. Cost $0.17 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $504 Shares 3,094 Est. Cost $187.88 Unrealized
SWVXX SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES 0.1%
Value ($000) $490 Shares 490,347 Est. Cost $1.00 Unrealized
LMT Lockheed Martin Corp. Ordinary Shares 0.1%
Value ($000) $481 Shares 1,058 Est. Cost $415.36 Unrealized +0.1%
GLD SSgA Active Trust SPDR Gold Shares ETF 0.1%
Value ($000) $432 Shares 2,101 Est. Cost $40.11 Unrealized
APGYX AB LARGE CAP GROWTH ADVISOR 0.1%
Value ($000) $420 Shares 3,994 Est. Cost $93.23 Unrealized
DBX ETF TR 0.1%
Value ($000) $380 Shares 22,386 Est. Cost $16.97 Unrealized
IEMG ISHARES CORE MSCI EMERGING ETF 0.1%
Value ($000) $380 Shares 7,362 Est. Cost $0.50 Unrealized
IQSU IQ CANDRIAM US LARGE CAPEQT ETF 0.1%
Value ($000) $368 Shares 8,305 Est. Cost $41.99 Unrealized
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.1%
Value ($000) $359 Shares 7,945 Est. Cost $39.82 Unrealized
DBX ETF TR 0.1%
Value ($000) $356 Shares 19,104 Est. Cost $18.62 Unrealized
YANDEX N V XXXSUBMITTED FOR CASH EXP: 02/12/2024 0.1%
Value ($000) $347 Shares 22,657 Est. Cost $15.25 Unrealized
BARCLAYS BK PLC / 0 25F DUE 08/05/25 0.1%
Value ($000) $337 Shares 339,000 Est. Cost $1.15 Unrealized
BND Vanguard Group, Inc. Vanguard Total Bond Market ETF 0.1%
Value ($000) $330 Shares 4,550 Est. Cost $5.73 Unrealized
IJH ISHARES CORE S&P MID-CAPETF 0.1%
Value ($000) $319 Shares 5,260 Est. Cost $195.45 Unrealized
USSG XTRACKER MSCI USA ESG LDR EQY ETF 0.1%
Value ($000) $316 Shares 6,397 Est. Cost $44.24 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.1%
Value ($000) $309 Shares 3,613 Est. Cost $80.04 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value ($000) $303 Shares 1,010 Est. Cost $92.84 Unrealized
MBB BlackRock Institutional Trust Company N.A. iShares MBS ETF 0.1%
Value ($000) $303 Shares 3,278 Est. Cost $8.19 Unrealized
BIV Vanguard Group, Inc. Vanguard Intermediate-Term Bond ETF 0.1%
Value ($000) $302 Shares 4,000 Est. Cost $239.40 Unrealized
SNPE XTRACKERS S AND P 500 ESG ETF 0.1%
Value ($000) $294 Shares 6,148 Est. Cost $43.54 Unrealized
LLDYX LORD ABBETT SHORT DURATION INCOME I 0.1%
Value ($000) $293 Shares 76,183 Est. Cost $3.84 Unrealized
MLPDX INVESCO STEELPATH MLP INCOME A 0.1%
Value ($000) $289 Shares 50,901 Est. Cost $13.69 Unrealized
COCRX COLUMBIA CONVERTIBLE SECURITIES INST2 0.1%
Value ($000) $286 Shares 13,749 Est. Cost $20.55 Unrealized
MORGAN STANLEY FIN 0 27 DUE 05/04/27 0.1%
Value ($000) $280 Shares 300,000 Est. Cost $0.27 Unrealized
VDADX VANGUARD DIVIDEND APPRECIATION INDEX ADM 0.1%
Value ($000) $277 Shares 5,578 Est. Cost $6.87 Unrealized
BNP PARIBAS MEDIUM0 28F DUE 02/07/28 0.1%
Value ($000) $268 Shares 234,000 Est. Cost $0.90 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $263 Shares 912 Est. Cost $877.49 Unrealized
EFG ISHARES MSCI EAFE GROWTHETF 0.1%
Value ($000) $261 Shares 2,519 Est. Cost $7.64 Unrealized
TMFG MOTLEY FOOL GLOBAL OPPORTUNITIES ETF 0.1%
Value ($000) $259 Shares 8,546 Est. Cost $6.66 Unrealized
SPY SSgA Active Trust SPDR S&P 500 ETF Trust 0.1%
Value ($000) $257 Shares 491 Est. Cost $494.23 Unrealized
LOW LOWES COMPANIES INC 0.1%
Value ($000) $256 Shares 1,005 Est. Cost $213.69 Unrealized +3.9%
EFV ISHARES MSCI EAFE VALUE ETF 0.1%
Value ($000) $254 Shares 4,664 Est. Cost $3.19 Unrealized
VSGX VANGUARD ESG INTERNATNL STOCK ETF 0.1%
Value ($000) $248 Shares 4,323 Est. Cost $55.28 Unrealized
GOOGL Alphabet Inc Ordinary Shares - Class A 0.1%
Value ($000) $248 Shares 1,645 Est. Cost $129.33 Unrealized +9.8%
NVDA NVIDIA Corp Ordinary Shares 0.1%
Value ($000) $245 Shares 271 Est. Cost $39.51 Unrealized +83.3%
LFRIX LORD ABBETT FLOATING RATE I 0.1%
Value ($000) $240 Shares 29,293 Est. Cost $8.17 Unrealized
WALTON US LAND FUND 1 LP 0.1%
Value ($000) $236 Shares 15,000 Est. Cost $4.98 Unrealized
CMNIX CALAMOS MARKET NEUTRAL INCOME I 0.1%
Value ($000) $229 Shares 15,881 Est. Cost $14.18 Unrealized
SUSB ISHARES ESG AWR 1-5 Y USD CP BND ETF 0.1%
Value ($000) $228 Shares 9,327 Est. Cost $63.55 Unrealized
BNP PARIBAS MEDIUM0 24F DUE 08/06/24 0.1%
Value ($000) $222 Shares 200,000 Est. Cost $0.98 Unrealized
XLV SSgA Active Trust Health Care Select Sector SPDR 0.1%
Value ($000) $221 Shares 1,495 Est. Cost $124.86 Unrealized
TIBIX THORNBURG INVESTMENT INCOME BUILDER I 0.1%
Value ($000) $220 Shares 8,756 Est. Cost $24.21 Unrealized
BNP PARIBAS MEDIUM0 27F DUE 09/07/27 0.1%
Value ($000) $213 Shares 200,000 Est. Cost $1.34 Unrealized
XLK SSgA Active Trust Technology Select Sector SPDR ETF 0.1%
Value ($000) $210 Shares 1,010 Est. Cost $165.33 Unrealized
HYG BlackRock Institutional Trust Company N.A. iShares iBoxx USD High Yield Corporate Bond ETF 0.1%
Value ($000) $210 Shares 2,705 Est. Cost $320.58 Unrealized
IGIB BlackRock Institutional Trust Company N.A. iShares Trust iShares 5-10 Year Investment Grade Corporat 0.1%
Value ($000) $210 Shares 4,069 Est. Cost $105.45 Unrealized
MTUM BlackRock Institutional Trust Company N.A. iShares MSCI USA Momentum Factor ETF 0.1%
Value ($000) $209 Shares 1,116 Est. Cost $15.23 Unrealized
USMV ISHARES MSCI USA MIN VOLFCTR ETF 0.1%
Value ($000) $209 Shares 2,497 Est. Cost $3.55 Unrealized
NUBD NUVEEN ESG US AGGREGATE BOND ETF 0.1%
Value ($000) $208 Shares 9,481 Est. Cost $22.23 Unrealized
MORGAN STANLEY 0 28 DUE 01/03/28 0.1%
Value ($000) $206 Shares 200,000 Est. Cost $0.38 Unrealized
BNP PARIBAS MEDIUM0 25F DUE 04/07/25 0.1%
Value ($000) $198 Shares 200,000 Est. Cost $4.02 Unrealized
DBX ETF TR 0.0%
Value ($000) $194 Shares 10,359 Est. Cost $18.71 Unrealized
VNQ Vanguard Group, Inc. Vanguard Real Estate Index Fund ETF 0.0%
Value ($000) $190 Shares 2,195 Est. Cost $708.23 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $189 Shares 562 Est. Cost $501.60 Unrealized
BP BP plc ADR 0.0%
Value ($000) $189 Shares 5,024 Est. Cost $37.44 Unrealized
BOND Pimco Exchange Traded Fund PIMCO Active Bond ETF 0.0%
Value ($000) $189 Shares 2,053 Est. Cost $13.80 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $187 Shares 388 Est. Cost $128.65 Unrealized
THSMX Toews Hedged U.S. Opportunity Fd USD 0.0%
Value ($000) $182 Shares 16,328 Est. Cost $11.16 Unrealized
TLT BlackRock Institutional Trust Company N.A. iShares 20 Year Treasury Bond ETF 0.0%
Value ($000) $182 Shares 1,922 Est. Cost $37.60 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 0.0%
Value ($000) $181 Shares 1,635 Est. Cost $31.68 Unrealized
BFFAX AMERICAN FUNDS BOND FUND OF AMER F3 0.0%
Value ($000) $180 Shares 15,990 Est. Cost $11.28 Unrealized
CION CION INVT CORP 0.0%
Value ($000) $179 Shares 16,233 Est. Cost $7.45 Unrealized +10.6%
KAMIX Kensington Managed Inco Fd USD Cls INST 0.0%
Value ($000) $178 Shares 17,957 Est. Cost $79.85 Unrealized
STLD Steel Dynamics Inc. Ordinary Shares 0.0%
Value ($000) $177 Shares 1,190 Est. Cost $107.90 Unrealized +13.2%
AHLYX American Beacon AHL Managed Futures Strategy Fund Y Class 0.0%
Value ($000) $175 Shares 16,474 Est. Cost $18.89 Unrealized
BLUEROCK TOTAL INCOME REAL ESTATE A 0.0%
Value ($000) $175 Shares 6,222 Est. Cost $111.08 Unrealized
BBCB J.P. Morgan Exchange-Traded Fund Trust JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF 0.0%
Value ($000) $172 Shares 3,784 Est. Cost $103.06 Unrealized
FXAIX FIDELITY 500 INDEX 0.0%
Value ($000) $172 Shares 940 Est. Cost $190.44 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $171 Shares 934 Est. Cost $177.63 Unrealized
VLCAX VANGUARD LARGE CAP INDEX ADMIRAL 0.0%
Value ($000) $170 Shares 1,399 Est. Cost $46.10 Unrealized
MGK VANGUARD MEGA CAP GROWTHETF 0.0%
Value ($000) $167 Shares 584 Est. Cost $201.54 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $167 Shares 642 Est. Cost $1143.34 Unrealized
SPDW SPDR PORTFOLIO DVLPD WRLD EX-US ETF 0.0%
Value ($000) $162 Shares 4,529 Est. Cost $8.86 Unrealized
VTMFX VANGUARD TAX-MANAGED BALANCED ADM 0.0%
Value ($000) $160 Shares 3,721 Est. Cost $42.98 Unrealized
VWIAX VANGUARD WELLESLEY INCOME ADMIRAL 0.0%
Value ($000) $160 Shares 2,617 Est. Cost $60.95 Unrealized
IEF BlackRock Institutional Trust Company N.A. iShares 7-10 Year Treasury Bond ETF 0.0%
Value ($000) $159 Shares 1,677 Est. Cost $27.49 Unrealized
FVD FIRST TRUST VALUE DIVIDEND INDEX ETF 0.0%
Value ($000) $158 Shares 3,737 Est. Cost $40.56 Unrealized
GOVT ISHARES US TREASURY BONDETF 0.0%
Value ($000) $156 Shares 6,840 Est. Cost $0.98 Unrealized
VCEB VANGUARD ESG US BOND ETF 0.0%
Value ($000) $154 Shares 2,454 Est. Cost $63.31 Unrealized
THHYX TOEWS TACTICAL INCOME FUND 0.0%
Value ($000) $153 Shares 15,139 Est. Cost $152.34 Unrealized
FINSX FIDELITY ADVISOR NEW INSIGHTS I 0.0%
Value ($000) $153 Shares 3,867 Est. Cost $29.68 Unrealized
ABALX AMERICAN FUNDS AMERICAN BALANCED A 0.0%
Value ($000) $152 Shares 4,481 Est. Cost $7.89 Unrealized
MAPOX MAIRS & POWER BALANCED INV 0.0%
Value ($000) $151 Shares 1,412 Est. Cost $101.72 Unrealized
HEALTHCARE TRUST INC 0.0%
Value ($000) $150 Shares 10,737 Est. Cost $5.05 Unrealized
TOTL SSgA Active Trust SPDR DoubleLine Total Return Tactical ETF 0.0%
Value ($000) $150 Shares 3,743 Est. Cost $40.06 Unrealized
SADIX ALLSPRING ULTRA SHORT-TERM INCOME INST 0.0%
Value ($000) $149 Shares 17,113 Est. Cost $8.70 Unrealized
XOM Exxon Mobil Corp. Ordinary Shares 0.0%
Value ($000) $149 Shares 1,279 Est. Cost $100.52 Unrealized -2.4%
FFIDX FIDELITY FUND 0.0%
Value ($000) $146 Shares 1,730 Est. Cost $100.40 Unrealized
FS SPECIALTY LENDING FUND 0.0%
Value ($000) $144 Shares 41,925 Est. Cost $3.98 Unrealized
EIGOX EATON VANCE GOVERNMENT OPPORTUNITIES I 0.0%
Value ($000) $143 Shares 27,221 Est. Cost $5.44 Unrealized
GENESIS ENERGY, 6.25 26 DUE 05/15/26 0.0%
Value ($000) $141 Shares 142,000 Est. Cost $0.99 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $140 Shares 1,756 Est. Cost $40.20 Unrealized
VBR VANGUARD SMALL CAP VALUEETF 0.0%
Value ($000) $140 Shares 727 Est. Cost $1369.59 Unrealized
XLY SSgA Active Trust Consumer Discretionary Select Sector SPDR 0.0%
Value ($000) $138 Shares 751 Est. Cost $167.18 Unrealized
THIDX Toews Hedged Oceana Fd USD 0.0%
Value ($000) $133 Shares 13,766 Est. Cost $9.65 Unrealized
VFIAX VANGUARD 500 INDEX ADMIRAL 0.0%
Value ($000) $132 Shares 272 Est. Cost $440.63 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $132 Shares 626 Est. Cost $108.20 Unrealized
LQD BlackRock Institutional Trust Company N.A. iShares iBoxx USD Investment Grade Corporate Bond ETF 0.0%
Value ($000) $130 Shares 1,197 Est. Cost $848.52 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.0%
Value ($000) $129 Shares 2,841 Est. Cost $11.24 Unrealized
COST Costco Wholesale Corp Ordinary Shares 0.0%
Value ($000) $126 Shares 172 Est. Cost $517.74 Unrealized +36.5%
GSST GS ACCESS ULTRA SHORT BOND ETF 0.0%
Value ($000) $125 Shares 2,485 Est. Cost $6.62 Unrealized
AGG BlackRock Institutional Trust Company N.A. iShares Core U.S. Aggregate Bond ETF 0.0%
Value ($000) $124 Shares 1,265 Est. Cost $55.96 Unrealized
VOT VANGUARD MID CAP GROWTH ETF 0.0%
Value ($000) $122 Shares 518 Est. Cost $219.65 Unrealized
LQDH BlackRock Institutional Trust Company N.A. iShares Interest Rate Hedged Corporate Bond ETF 0.0%
Value ($000) $121 Shares 1,283 Est. Cost $117.69 Unrealized
AMECX AMERICAN FUNDS INCOME FUND OF AMER A 0.0%
Value ($000) $120 Shares 4,959 Est. Cost $72.96 Unrealized
FFNOX FIDELITY MULTI-ASSET INDEX 0.0%
Value ($000) $119 Shares 2,063 Est. Cost $54.42 Unrealized
AGTHX AMERICAN FUNDS GROWTH FUND OF AMER A 0.0%
Value ($000) $119 Shares 1,677 Est. Cost $163.74 Unrealized
VBK VANGUARD SMALL CAP GROWTH ETF 0.0%
Value ($000) $118 Shares 454 Est. Cost $4033.43 Unrealized
FULIX FEDERATED HERMES ULTRASHORT BOND IS 0.0%
Value ($000) $118 Shares 12,817 Est. Cost $9.19 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $117 Shares 1,114 Est. Cost $39.08 Unrealized
BNP PARIBAS MEDIUM0 27F DUE 11/04/27 0.0%
Value ($000) $117 Shares 100,000 Est. Cost $0.18 Unrealized
VTIP Vanguard Malvern Funds Vanguard Short-Term Inflation-Protected Securities Index Fund 0.0%
Value ($000) $116 Shares 2,424 Est. Cost $302.26 Unrealized
VB VANGUARD SMALL CAP ETF IV 0.0%
Value ($000) $115 Shares 503 Est. Cost $212.97 Unrealized
TUIFX Toews Unconstrained Income Fund 0.0%
Value ($000) $115 Shares 12,386 Est. Cost $9.26 Unrealized
THLGX Toews Hedged U.S. Fd USD 0.0%
Value ($000) $114 Shares 7,923 Est. Cost $16.17 Unrealized
FRANKLIN BSP LENDING COR 0.0%
Value ($000) $111 Shares 15,229 Est. Cost $20.54 Unrealized
SCHO Schwab Strategic Trust Schwab Short-Term U.S. Treasury ETF 0.0%
Value ($000) $111 Shares 2,293 Est. Cost $255.01 Unrealized
GSY Invesco Capital Management LLC Invesco Ultra Short Duration ETF 0.0%
Value ($000) $110 Shares 2,203 Est. Cost $34.83 Unrealized
COP Conoco Phillips Ordinary Shares 0.0%
Value ($000) $108 Shares 851 Est. Cost $107.61 Unrealized +0.0%
PCCOX T. ROWE PRICE U.S. EQUITY RESEARCH I 0.0%
Value ($000) $107 Shares 2,058 Est. Cost $52.00 Unrealized
VSMAX VANGUARD SMALL CAP INDEX ADM 0.0%
Value ($000) $107 Shares 975 Est. Cost $109.59 Unrealized
SSIRX Sierra Tactical Core Income Fund Institutional Class 0.0%
Value ($000) $107 Shares 5,334 Est. Cost $19.57 Unrealized
BLV Vanguard Group, Inc. Vanguard Long-Term Bond ETF 0.0%
Value ($000) $105 Shares 1,449 Est. Cost $513.58 Unrealized
MORGAN STANLEY 0 27 DUE 12/03/27 0.0%
Value ($000) $105 Shares 100,000 Est. Cost $0.44 Unrealized
NOC Northrop Grumman Corp. Ordinary Shares 0.0%
Value ($000) $104 Shares 218 Est. Cost $426.92 Unrealized +4.4%
VVIAX VANGUARD VALUE INDEX ADM 0.0%
Value ($000) $104 Shares 1,636 Est. Cost $63.59 Unrealized
TE CONNECTIVITY LTD F 0.0%
Value ($000) $104 Shares 713 Est. Cost $212.93 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $101 Shares 843 Est. Cost $121.46 Unrealized
GTO INVESCO TOTAL RETURN BOND ETF 0.0%
Value ($000) $100 Shares 2,146 Est. Cost $3.37 Unrealized
CITIBANK, N.A. 0 24CD FDIC INS DUE 05/02/24US 0.0%
Value ($000) $99 Shares 100,000 Est. Cost $0.62 Unrealized
KNG FT VST S P 500 DIV ARISTTRGT ETF 0.0%
Value ($000) $99 Shares 1,850 Est. Cost $51.68 Unrealized
CITIGROUP INC. 0 27 DUE 09/03/27 0.0%
Value ($000) $99 Shares 100,000 Est. Cost $7.03 Unrealized
NSRGY Nestle SA ADR 0.0%
Value ($000) $99 Shares 928 Est. Cost $435.19 Unrealized
T AT&T, Inc. Ordinary Shares 0.0%
Value ($000) $98 Shares 5,554 Est. Cost $14.35 Unrealized +8.9%
MA Mastercard Incorporated Ordinary Shares - Class A 0.0%
Value ($000) $97 Shares 202 Est. Cost $431.04 Unrealized +5.0%
VSIAX VANGUARD SMALL CAP VALUE INDEX ADMIRAL 0.0%
Value ($000) $97 Shares 1,180 Est. Cost $78.08 Unrealized
XLG Invesco Capital Management LLC Invesco S&P 500 Top 50 ETF 0.0%
Value ($000) $97 Shares 2,302 Est. Cost $671.49 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $97 Shares 541 Est. Cost $184.05 Unrealized
CREDIT SUISSE AG, 0 25F DUE 05/02/25 0.0%
Value ($000) $97 Shares 100,000 Est. Cost $0.54 Unrealized
SPTS SPDR PORTFOLIO SHORT TERM TREASURY E 0.0%
Value ($000) $96 Shares 3,306 Est. Cost $24.25 Unrealized
SLYG SPDR Series Trust SPDR S&P 600 Small Cap Growth ETF 0.0%
Value ($000) $96 Shares 1,096 Est. Cost $152.14 Unrealized
D Dominion Energy Inc Ordinary Shares 0.0%
Value ($000) $95 Shares 1,930 Est. Cost $44.24 Unrealized -3.6%
HD Home Depot, Inc. Ordinary Shares 0.0%
Value ($000) $95 Shares 247 Est. Cost $312.23 Unrealized +11.6%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $95 Shares 2,460 Est. Cost $35.20 Unrealized
MINT Pimco Exchange Traded Fund PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 0.0%
Value ($000) $93 Shares 923 Est. Cost $33.37 Unrealized
SWK Stanley Black & Decker Inc Ordinary Shares 0.0%
Value ($000) $92 Shares 941 Est. Cost $83.63 Unrealized +1.9%
VASGX VANGUARD LIFESTRATEGY GROWTH INV 0.0%
Value ($000) $91 Shares 2,071 Est. Cost $41.50 Unrealized
IWS BlackRock Institutional Trust Company N.A. iShares Russell Mid-Cap Value ETF 0.0%
Value ($000) $91 Shares 722 Est. Cost $138.51 Unrealized
SO Southern Company Ordinary Shares 0.0%
Value ($000) $90 Shares 1,254 Est. Cost $64.63 Unrealized +0.2%
PSTKX PIMCO STOCKSPLUS INSTL 0.0%
Value ($000) $89 Shares 7,111 Est. Cost $226.29 Unrealized
MORGAN STANLEY FIN 0 27 DUE 04/05/27 0.0%
Value ($000) $89 Shares 100,000 Est. Cost $0.65 Unrealized
AGZD WisdomTree Trust WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund 0.0%
Value ($000) $89 Shares 4,030 Est. Cost $22.80 Unrealized
XLC SSgA Active Trust Communication Services Select Sector SPDR Fund 0.0%
Value ($000) $89 Shares 1,088 Est. Cost $63.31 Unrealized
RDVI FT VEST RISING DIV INCOME ETF 0.0%
Value ($000) $88 Shares 3,600 Est. Cost $23.08 Unrealized
EMB BlackRock Institutional Trust Company N.A. iShares J.P. Morgan USD Emerging Markets Bond ETF 0.0%
Value ($000) $88 Shares 982 Est. Cost $16.23 Unrealized
FTGC FIRST TRUST GBL TTCL COMDTY STRA ETF 0.0%
Value ($000) $87 Shares 3,650 Est. Cost $22.87 Unrealized
CITIGROUP INC. 0 26 DUE 11/05/26 0.0%
Value ($000) $82 Shares 80,000 Est. Cost $5.30 Unrealized
XSEP FT VEST US EQT ENC MD BF ETF 0.0%
Value ($000) $80 Shares 2,165 Est. Cost $35.89 Unrealized
CIBR FIRST TRUST NASDAQ CYBRSCRTY ETF 0.0%
Value ($000) $79 Shares 1,400 Est. Cost $54.93 Unrealized
BNP PARIBAS MEDIUM0 24F DUE 11/04/24 0.0%
Value ($000) $79 Shares 80,000 Est. Cost $34.20 Unrealized
IEI BlackRock Institutional Trust Company N.A. iShares 3-7 Year Treasury Bond ETF 0.0%
Value ($000) $78 Shares 669 Est. Cost $15.19 Unrealized
WPC W.P. CAREY INC. REIT 0.0%
Value ($000) $77 Shares 1,359 Est. Cost $64.81 Unrealized
THOIX THORNBURG GLOBAL OPPORTUNITIES I 0.0%
Value ($000) $76 Shares 2,082 Est. Cost $33.82 Unrealized
Invesco Capital Management LLC Invesco BulletShares 2024 Corporate Bond ETF 0.0%
Value ($000) $76 Shares 3,635 Est. Cost $20.88 Unrealized
ADLIX AMG BEUTEL GOODMAN CORE PLUS BOND I 0.0%
Value ($000) $75 Shares 8,569 Est. Cost $8.80 Unrealized
PR ELEC PWR AUTH 5 24PWR UTIL DUE 07/01/24ASSURED GUARANTY MUN 0.0%
Value ($000) $75 Shares 75,000 Est. Cost $0.66 Unrealized
VNLA Janus Capital Management LLC Janus Henderson Short Duration Income ETF 0.0%
Value ($000) $75 Shares 1,544 Est. Cost $34.81 Unrealized
IFRA ISHARES US INFRASTRUCTURE ETF 0.0%
Value ($000) $74 Shares 1,712 Est. Cost $4.70 Unrealized
XLP SSgA Active Trust Consumer Staples Select Sector SPDR 0.0%
Value ($000) $74 Shares 971 Est. Cost $103.32 Unrealized
PAGYX PUTNAM DYNAMIC ASSET ALLOCATION GR Y 0.0%
Value ($000) $74 Shares 3,678 Est. Cost $18.38 Unrealized
WMFFX AMERICAN FUNDS WASHINGTON MUTUAL F2 0.0%
Value ($000) $73 Shares 1,176 Est. Cost $57.14 Unrealized
SRLN SSgA Active Trust SPDR Blackstone Senior Loan ETF 0.0%
Value ($000) $72 Shares 1,718 Est. Cost $402.58 Unrealized
BAGIX BAIRD AGGREGATE BOND INST 0.0%
Value ($000) $72 Shares 7,395 Est. Cost $9.73 Unrealized
SLYV SPDR Series Trust SPDR S&P 600 Small Cap Value ETF 0.0%
Value ($000) $72 Shares 865 Est. Cost $154.45 Unrealized
PSX Phillips 66 Ordinary Shares 0.0%
Value ($000) $71 Shares 435 Est. Cost $102.67 Unrealized +31.5%
VWILX VANGUARD INTERNATIONAL GROWTH ADM 0.0%
Value ($000) $71 Shares 663 Est. Cost $107.22 Unrealized
KBSR KBS REAL ESTATE INVESTMENT TRUST III INC 0.0%
Value ($000) $71 Shares 12,650 Est. Cost $3.05 Unrealized
LISDX LORD ABBETT SHORT DURATION TAX FREE I 0.0%
Value ($000) $70 Shares 4,672 Est. Cost $15.07 Unrealized
ANWPX AMERICAN FUNDS NEW PERSPECTIVE A 0.0%
Value ($000) $70 Shares 1,154 Est. Cost $55.92 Unrealized
IWP BlackRock Institutional Trust Company N.A. iShares Russell Mid-Cap Growth ETF 0.0%
Value ($000) $67 Shares 590 Est. Cost $126.23 Unrealized
SCHR Schwab Strategic Trust Schwab Intermediate-Term U.S. Treasury ETF 0.0%
Value ($000) $67 Shares 1,363 Est. Cost $518.97 Unrealized
UBER Uber Technologies Inc Ordinary Shares 0.0%
Value ($000) $67 Shares 869 Est. Cost $68.57 Unrealized +4.7%
NUVEEN PREFERRED INCOME 0.0%
Value ($000) $66 Shares 9,221 Est. Cost $6.76 Unrealized
MMHYX MFS MUNICIPAL HIGH INCOME A 0.0%
Value ($000) $66 Shares 8,983 Est. Cost $6.12 Unrealized
LDUR PIMCO ENHNCD LW DRTN ACTV ETF 0.0%
Value ($000) $65 Shares 688 Est. Cost $6.05 Unrealized
BBDC BARINGS BDC INC 0.0%
Value ($000) $64 Shares 6,873 Est. Cost $6.48 Unrealized +12.8%
CSRIX Cohen & Steers Institutional Realty Shares 0.0%
Value ($000) $63 Shares 1,366 Est. Cost $41.13 Unrealized
PACYX PUTNAM DYNAMIC ASSET ALLOCATION CNSRV Y 0.0%
Value ($000) $63 Shares 5,915 Est. Cost $10.59 Unrealized
FLTR VanEck ETF Trust VanEck IG Floating Rate ETF 0.0%
Value ($000) $62 Shares 2,441 Est. Cost $68.61 Unrealized
Invesco Capital Management LLC Invesco BulletShares 2025 Corporate Bond ETF 0.0%
Value ($000) $62 Shares 3,015 Est. Cost $20.45 Unrealized
JPST JPMORGAN ULTRA SHORT INCOME ETF 0.0%
Value ($000) $61 Shares 1,213 Est. Cost $21.58 Unrealized
PIMCO INCM STRATEGY 0.0%
Value ($000) $61 Shares 7,195 Est. Cost $8.45 Unrealized
SIEGY Siemens AG ADR 0.0%
Value ($000) $60 Shares 627 Est. Cost $285.28 Unrealized
GTILX GLENMEDE QUANT US LARGE CAP GR EQ INSTL 0.0%
Value ($000) $57 Shares 1,665 Est. Cost $34.11 Unrealized
MOH Molina Healthcare Inc Ordinary Shares 0.0%
Value ($000) $56 Shares 137 Est. Cost $313.27 Unrealized +23.7%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $56 Shares 228 Est. Cost $223.39 Unrealized
ABRSX ABR 50/50 Volatility Fd USD Cls INST 0.0%
Value ($000) $56 Shares 7,346 Est. Cost $9.29 Unrealized
ABRVX ABR Dynamic Blend Equity & Volatility Fund Institutional Class 0.0%
Value ($000) $56 Shares 5,028 Est. Cost $10.73 Unrealized
XMLV INVSC S P MIDCAP LOW VOLATILITY ETF 0.0%
Value ($000) $55 Shares 977 Est. Cost $53.18 Unrealized
ESIIX EATON VANCE STRATEGIC INCOME CLASS I 0.0%
Value ($000) $55 Shares 8,343 Est. Cost $6.60 Unrealized
VPU Vanguard Group, Inc. Vanguard Utilities ETF 0.0%
Value ($000) $54 Shares 376 Est. Cost $138.65 Unrealized
MDYG SPDR Series Trust SPDR S&P 400 Mid Cap Growth ETF 0.0%
Value ($000) $53 Shares 609 Est. Cost $181.94 Unrealized
STBJX Sierra Tactical Bond Fund Class Institutional 0.0%
Value ($000) $53 Shares 2,029 Est. Cost $25.48 Unrealized
CNSDX INVESCO CONVERTIBLE SECURITIES Y 0.0%
Value ($000) $53 Shares 2,315 Est. Cost $22.51 Unrealized
SLF SUN LIFE FINL F 0.0%
Value ($000) $53 Shares 963 Est. Cost $49.91 Unrealized +6.0%
LLY Lilly(Eli) & Co Ordinary Shares 0.0%
Value ($000) $52 Shares 68 Est. Cost $679.80 Unrealized +3.3%
VOE VANGUARD MID CAP VALUE ETF 0.0%
Value ($000) $51 Shares 328 Est. Cost $4888.24 Unrealized
BARCLAYS BK PLC / 0 25F DUE 01/03/25 0.0%
Value ($000) $51 Shares 50,000 Est. Cost $1.09 Unrealized
VGLT Vanguard Group, Inc. Vanguard Long-Term Treasury ETF 0.0%
Value ($000) $51 Shares 861 Est. Cost $94.61 Unrealized
BUFR FT VEST FUND OF BUFFER ETF 0.0%
Value ($000) $50 Shares 1,800 Est. Cost $26.57 Unrealized
ADDYY ADIDAS AG FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.0%
Value ($000) $50 Shares 449 Est. Cost $569.31 Unrealized
MIEKX MFS INTERNATIONAL EQUITY I 0.0%
Value ($000) $50 Shares 1,453 Est. Cost $34.45 Unrealized
SJNK SPDR Series Trust SPDR Bloomberg Short Term High Yield Bond ETF 0.0%
Value ($000) $50 Shares 1,975 Est. Cost $33.85 Unrealized
CITIBANK, N.A. 0 24CD FDIC INS DUE 05/31/24US 0.0%
Value ($000) $50 Shares 50,000 Est. Cost $1.29 Unrealized
VCSH Vanguard Group, Inc. Vanguard Short-Term Corporate Bond ETF 0.0%
Value ($000) $50 Shares 642 Est. Cost $1533.33 Unrealized
ABBV Abbvie Inc Ordinary Shares 0.0%
Value ($000) $50 Shares 273 Est. Cost $135.09 Unrealized +19.9%
XLI SSgA Active Trust Industrial Select Sector SPDR 0.0%
Value ($000) $49 Shares 390 Est. Cost $109.19 Unrealized
UCON FIRST TRUST TCW UNCNST PLS BD ETF IV 0.0%
Value ($000) $49 Shares 2,000 Est. Cost $24.74 Unrealized
VZ VERIZON COMMUNICATN 0.0%
Value ($000) $49 Shares 1,170 Est. Cost $29.35 Unrealized +22.4%
JPMORGAN CHASE BK N 0 25CD FDIC INS DUE 06/05/25US 0.0%
Value ($000) $49 Shares 50,000 Est. Cost $4.57 Unrealized
FSRIX FIDELITY ADVISOR STRATEGIC INCOME I 0.0%
Value ($000) $49 Shares 4,231 Est. Cost $8.28 Unrealized
MSDIX MAINSTAY MACKAY STRATEGIC BOND I 0.0%
Value ($000) $48 Shares 5,643 Est. Cost $8.51 Unrealized
CREDIT SUISSE AG, 0 25F DUE 06/04/25 0.0%
Value ($000) $48 Shares 50,000 Est. Cost $0.94 Unrealized
CWGIX AMERICAN FUNDS CAPITAL WORLD GR&INC A 0.0%
Value ($000) $48 Shares 733 Est. Cost $56.82 Unrealized
MDYV SPDR Series Trust SPDR S&P 400 Mid Cap Value ETF 0.0%
Value ($000) $47 Shares 624 Est. Cost $288.21 Unrealized
CITIGROUP INC. 0 27 DUE 06/01/27 0.0%
Value ($000) $47 Shares 50,000 Est. Cost $8.22 Unrealized
ETTGX EATON VANCE TX-MGD GROWTH 1.1 A 0.0%
Value ($000) $47 Shares 441 Est. Cost $100.62 Unrealized
IXJ BlackRock Institutional Trust Company N.A. iShares Global Healthcare ETF 0.0%
Value ($000) $46 Shares 499 Est. Cost $168.73 Unrealized
BNDX VANGUARD TOTAL INTERNATLBND ETF IV 0.0%
Value ($000) $45 Shares 916 Est. Cost $132.20 Unrealized
APHKX ARTISAN INTERNATIONAL VALUE INSTL 0.0%
Value ($000) $44 Shares 922 Est. Cost $48.01 Unrealized
XLF SSgA Active Trust Financial Select Sector SPDR 0.0%
Value ($000) $44 Shares 1,037 Est. Cost $32.34 Unrealized
MORGAN STANLEY 0 27 DUE 11/04/27 0.0%
Value ($000) $44 Shares 40,000 Est. Cost $1.89 Unrealized
AMCPX AMERICAN FUNDS AMCAP A 0.0%
Value ($000) $43 Shares 1,019 Est. Cost $22.98 Unrealized
FSK FS KKR Capital Corp Ordinary Shares 0.0%
Value ($000) $43 Shares 2,252 Est. Cost $14.59 Unrealized +1.4%
OAKMX OAKMARK INVESTOR 0.0%
Value ($000) $43 Shares 293 Est. Cost $132.68 Unrealized
PFSI PENNYMAC FINL SVCS INC N 0.0%
Value ($000) $43 Shares 470 Est. Cost $73.15 Unrealized +16.6%
AMAT Applied Materials Inc. Ordinary Shares 0.0%
Value ($000) $43 Shares 208 Est. Cost $137.58 Unrealized +31.1%
IHEARTCOMMUNICA 6.375 26 DUE 05/01/26 0.0%
Value ($000) $43 Shares 50,000 Est. Cost $0.85 Unrealized
PGX Invesco Capital Management LLC Invesco Preferred ETF 0.0%
Value ($000) $42 Shares 3,544 Est. Cost $80.31 Unrealized
TSCO Tractor Supply Co. Ordinary Shares 0.0%
Value ($000) $42 Shares 160 Est. Cost $41.09 Unrealized +12.8%
MIAGX MFS AGGRESSIVE GROWTH ALLOCATION I 0.0%
Value ($000) $41 Shares 1,352 Est. Cost $28.47 Unrealized
MORGAN STANLEY BANK, 25CD FDIC INS DUE 11/05/25US 0.0%
Value ($000) $41 Shares 40,000 Est. Cost $0.67 Unrealized
SWPPX SCHWAB S&P 500 INDEX 0.0%
Value ($000) $40 Shares 495 Est. Cost $84.06 Unrealized
HEINY HEINEKEN N V FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.0%
Value ($000) $40 Shares 820 Est. Cost $277.91 Unrealized
RHHBY Roche Holding AG ADR 0.0%
Value ($000) $40 Shares 1,238 Est. Cost $197.93 Unrealized
JBALX JANUS HENDERSON BALANCED I 0.0%
Value ($000) $39 Shares 869 Est. Cost $42.38 Unrealized
RSPT Invesco Capital Management LLC Invesco S&P 500 Equal Weight Technology ETF 0.0%
Value ($000) $39 Shares 1,110 Est. Cost $920.15 Unrealized
CMCSA Comcast Corp Ordinary Shares - Class A 0.0%
Value ($000) $39 Shares 901 Est. Cost $41.44 Unrealized -2.0%
VSHY Virtus ETF Trust II Virtus Newfleet Short Duration High Yield Bond ETF 0.0%
Value ($000) $38 Shares 1,776 Est. Cost $21.61 Unrealized
PEP PepsiCo Inc Ordinary Shares 0.0%
Value ($000) $38 Shares 218 Est. Cost $165.77 Unrealized -5.1%
CVX Chevron Corp. Ordinary Shares 0.0%
Value ($000) $38 Shares 238 Est. Cost $141.50 Unrealized -1.8%
QSPT FT VEST NASDAQ 100 BUFFER ETF 0.0%
Value ($000) $37 Shares 1,500 Est. Cost $23.82 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $37 Shares 308 Est. Cost $111.63 Unrealized
EPD ENTERPRISE PRODS PART LP 0.0%
Value ($000) $37 Shares 1,277 Est. Cost $2832.39 Unrealized
TIPPX BLUEROCK TOTAL INCOME REAL ESTATE C 0.0%
Value ($000) $37 Shares 1,415 Est. Cost $71.86 Unrealized
PUTNAM TAX-FREE HIGH YIELD A 0.0%
Value ($000) $37 Shares 3,184 Est. Cost $14.16 Unrealized
MRK Merck & Co Inc Ordinary Shares 0.0%
Value ($000) $36 Shares 275 Est. Cost $99.10 Unrealized +16.8%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $36 Shares 133 Est. Cost $1897.20 Unrealized
EIFHX EATON VANCE FLOATING-RATE & HI INC INST 0.0%
Value ($000) $36 Shares 4,300 Est. Cost $8.32 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $35 Shares 322 Est. Cost $313.32 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $35 Shares 500 Est. Cost $53.61 Unrealized +27.0%
MRSK Northern Lights Fund Trust Toews Agility Shares Managed Risk ETF 0.0%
Value ($000) $35 Shares 1,127 Est. Cost $30.85 Unrealized
MU MICRON TECHNOLOGY 0.0%
Value ($000) $34 Shares 291 Est. Cost $88.45 Unrealized +1.6%
SRRIX STONE RIDGE TR II RNS RSK PR INT 0.0%
Value ($000) $34 Shares 661 Est. Cost $75.83 Unrealized
VWNDX VANGUARD WINDSOR INVESTOR SHARES 0.0%
Value ($000) $34 Shares 1,499 Est. Cost $21.48 Unrealized
UIITX VICTORY CORE PLUS INTERMEDIATE BONDINSTL 0.0%
Value ($000) $34 Shares 3,706 Est. Cost $9.14 Unrealized
JDEUX JPMORGAN US RESEARCH ENHANCED EQUITY R6 0.0%
Value ($000) $34 Shares 829 Est. Cost $40.85 Unrealized
IYC ISHARES U S CONSUMER DISCRTRY ETF 0.0%
Value ($000) $34 Shares 412 Est. Cost $75.77 Unrealized
XHB SPDR S&P HOMEBUILDERS ETF 0.0%
Value ($000) $33 Shares 300 Est. Cost $95.66 Unrealized
GOCT FT VEST US EQTY MOD BUFRETF 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $32.35 Unrealized
ACN Accenture plc Ordinary Shares - Class A 0.0%
Value ($000) $33 Shares 95 Est. Cost $333.69 Unrealized +6.3%
DFAE DIMENSIONAL EMERG CORE EQY MRKT ETF 0.0%
Value ($000) $33 Shares 1,341 Est. Cost $9.64 Unrealized
XOCT FT VST US EQY ENH MD BFRETF 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $31.98 Unrealized
SILA REALTY TRUST INC CLASS A 0.0%
Value ($000) $33 Shares 4,370 Est. Cost $49.11 Unrealized
FND FLOOR & DECOR HOLDINGS ICLASS A 0.0%
Value ($000) $32 Shares 250 Est. Cost $92.10 Unrealized +23.3%
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $32 Shares 252 Est. Cost $128.07 Unrealized
BARCLAYS IPTH SRS B S&P SHRT TRM ETN 0.0%
Value ($000) $32 Shares 2,479 Est. Cost $14.55 Unrealized
FTSM First Trust Exchange-Traded Fund III First Trust Enhanced Short Maturity ETF 0.0%
Value ($000) $32 Shares 538 Est. Cost $169.07 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $32 Shares 718 Est. Cost $44.60 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value ($000) $32 Shares 366 Est. Cost $165.30 Unrealized
SDG ISHARES MSCI GLB SUST DVP GOL ETF IV 0.0%
Value ($000) $31 Shares 400 Est. Cost $39.93 Unrealized
XLB SSgA Active Trust Materials Select Sector SPDR 0.0%
Value ($000) $31 Shares 336 Est. Cost $243.23 Unrealized
AMP Ameriprise Financial Inc Ordinary Shares 0.0%
Value ($000) $31 Shares 71 Est. Cost $389.39 Unrealized +0.4%
FTQI FIRST TRUST NSDQ BYWRT INC ETF IV 0.0%
Value ($000) $31 Shares 1,500 Est. Cost $19.82 Unrealized
QJUN FT VEST NASDAQ 100 BUFFER ETF 0.0%
Value ($000) $31 Shares 1,200 Est. Cost $24.09 Unrealized
FLUOR CORP 3.5 24 DUE 12/15/24 0.0%
Value ($000) $30 Shares 31,000 Est. Cost $0.97 Unrealized
O FALLON ILLINOIS C 4 25GO LTX DUE 12/01/25ASSURED GUARANTY MUN 0.0%
Value ($000) $30 Shares 30,000 Est. Cost $5.84 Unrealized
ITA BlackRock Institutional Trust Company N.A. iShares U.S. Aerospace & Defense ETF 0.0%
Value ($000) $30 Shares 229 Est. Cost $126.60 Unrealized
PHYZX PGIM HIGH YIELD Z 0.0%
Value ($000) $30 Shares 6,327 Est. Cost $4.74 Unrealized
PTBD Pacer Funds Trust Pacer Trendpilot US Bond ETF 0.0%
Value ($000) $30 Shares 1,466 Est. Cost $20.40 Unrealized
IMRXX AIM Treasurers Series Trust AIM Treasurers Series Trust Premier Class Portfolio 0.0%
Value ($000) $30 Shares 29,902 Est. Cost $1.00 Unrealized
MKC McCormick & Co., Inc. Ordinary Shares (Non Voting) 0.0%
Value ($000) $30 Shares 389 Est. Cost $78.21 Unrealized -17.2%
VONG Vanguard Group, Inc. Vanguard Russell 1000 Growth Index ETF 0.0%
Value ($000) $30 Shares 342 Est. Cost $150.34 Unrealized
UNITED STS NAT GAS FD LP 0.0%
Value ($000) $29 Shares 5,814 Est. Cost $5.07 Unrealized
XLU SSgA Active Trust Utilities Select Sector SPDR ETF 0.0%
Value ($000) $29 Shares 449 Est. Cost $80.39 Unrealized
XSOE WSDMTRE EMRG MKT EX STT OWN ENTER ET 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $28.88 Unrealized
SUSC ISHARES TRU ESG AWR USD CORP BND ETF 0.0%
Value ($000) $29 Shares 1,269 Est. Cost $7.80 Unrealized
AHITX AMERICAN FUNDS AMERICAN HIGH-INC A 0.0%
Value ($000) $29 Shares 3,027 Est. Cost $19.16 Unrealized
TXNM PNM RES INC 0.0%
Value ($000) $29 Shares 764 Est. Cost $44.90 Unrealized -17.1%
FIIMX FIDELITY ADVISOR MID CAP II I 0.0%
Value ($000) $29 Shares 1,170 Est. Cost $66.78 Unrealized
SELF GLOBAL SELF STORAGE REIT 0.0%
Value ($000) $29 Shares 6,425 Est. Cost $4.05 Unrealized
MCHP Microchip Technology, Inc. Ordinary Shares 0.0%
Value ($000) $29 Shares 318 Est. Cost $78.25 Unrealized +4.7%
ORCL Oracle Corp. Ordinary Shares 0.0%
Value ($000) $28 Shares 227 Est. Cost $111.79 Unrealized +0.5%
MCD McDonald s Corp Ordinary Shares 0.0%
Value ($000) $28 Shares 101 Est. Cost $260.75 Unrealized +6.6%
ETN Eaton Corporation plc Ordinary Shares 0.0%
Value ($000) $28 Shares 90 Est. Cost $265.14 Unrealized +0.9%
IMCB ISHARES MORNINGSTAR MID CAP ETF 0.0%
Value ($000) $28 Shares 384 Est. Cost $67.13 Unrealized
IWR ISHARES RUSSELL MID CAP ETF 0.0%
Value ($000) $28 Shares 332 Est. Cost $332.67 Unrealized
KLAC KLA Corp. Ordinary Shares 0.0%
Value ($000) $28 Shares 39 Est. Cost $618.81 Unrealized +2.1%
QAI IndexIQ ETF Trust IQ Hedge Multi-Strategy Tracker ETF 0.0%
Value ($000) $27 Shares 884 Est. Cost $30.90 Unrealized
VEU VANGUARD FTSE ALL WORLD EX US ETF 0.0%
Value ($000) $27 Shares 465 Est. Cost $56.20 Unrealized
VEVRX VICTORY SYCAMORE ESTABLISHED VALUE R6 0.0%
Value ($000) $27 Shares 532 Est. Cost $50.58 Unrealized
APHJX ARTISAN INTERNATIONAL SMALL-MID INSTL 0.0%
Value ($000) $27 Shares 1,463 Est. Cost $18.29 Unrealized
OIGYX INVESCO OPPENHEIMER INTERNATIONAL GR Y 0.0%
Value ($000) $27 Shares 717 Est. Cost $35.66 Unrealized
UNG United States Commodity Funds LLC United States Natural Gas Fund 0.0%
Value ($000) $27 Shares 1,834 Est. Cost $14.55 Unrealized
XNTK SPDR NYSE TECHNOLOGY ETF 0.0%
Value ($000) $27 Shares 146 Est. Cost $772.85 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $27 Shares 115 Est. Cost $174.58 Unrealized +19.1%
CMGIX BLACKROCK MID-CAP GROWTH EQUITY INSTL 0.0%
Value ($000) $26 Shares 632 Est. Cost $38.54 Unrealized
VMLUX VANGUARD LTD-TERM TX-EX ADM 0.0%
Value ($000) $26 Shares 2,421 Est. Cost $10.86 Unrealized
CTBRX COLUMBIA TOTAL RETURN BOND INST2 0.0%
Value ($000) $26 Shares 871 Est. Cost $30.56 Unrealized
QCLN FT NAS CL ED ETF DV 0.0%
Value ($000) $26 Shares 750 Est. Cost $36.18 Unrealized
DEMIX DELAWARE EMERGING MARKETS INSTL 0.0%
Value ($000) $26 Shares 1,211 Est. Cost $20.75 Unrealized
NM FA 5 36COMB TAX DUE 06/01/36 0.0%
Value ($000) $26 Shares 25,000 Est. Cost $7.84 Unrealized
JPM JPMorgan Chase & Co. Ordinary Shares 0.0%
Value ($000) $26 Shares 127 Est. Cost $142.52 Unrealized +21.8%
NXPI NXP Semiconductors NV Ordinary Shares 0.0%
Value ($000) $25 Shares 103 Est. Cost $205.46 Unrealized +8.6%
V Visa Inc Ordinary Shares - Class A 0.0%
Value ($000) $25 Shares 90 Est. Cost $234.48 Unrealized +16.2%
LCTU BLACKROCK US CARBON TRNSREADINS ETF 0.0%
Value ($000) $25 Shares 439 Est. Cost $22.54 Unrealized
GILD Gilead Sciences, Inc. Ordinary Shares 0.0%
Value ($000) $25 Shares 342 Est. Cost $70.61 Unrealized +2.0%
SKYE SKYE BIOSCIENCE INC 0.0%
Value ($000) $25 Shares 1,600 Est. Cost $2.43 Unrealized +218.7%
VITAL ENERGY INC 9.5 25 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $1.00 Unrealized
OKE Oneok Inc. Ordinary Shares 0.0%
Value ($000) $25 Shares 311 Est. Cost $57.74 Unrealized +15.6%
MBXIX Catalyst/Millburn Hedge Strategy Fund Class I 0.0%
Value ($000) $25 Shares 643 Est. Cost $38.53 Unrealized
BLACKSTONE PRIVAT 4.7 25 DUE 03/24/25 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $0.98 Unrealized
CAT Caterpillar Inc. Ordinary Shares 0.0%
Value ($000) $25 Shares 67 Est. Cost $243.15 Unrealized +27.9%
STRIX ALLSPRING STRATEGIC MUNICIPAL BD INST 0.0%
Value ($000) $25 Shares 2,806 Est. Cost $8.79 Unrealized
SSUS Strategy Shares Day Hagan/Ned Davis Research Smart Sector ETF 0.0%
Value ($000) $25 Shares 639 Est. Cost $35.65 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $24 Shares 306 Est. Cost $133.49 Unrealized
AMD Advanced Micro Devices Inc. Ordinary Shares 0.0%
Value ($000) $24 Shares 135 Est. Cost $166.42 Unrealized +5.0%
R Ryder System, Inc. Ordinary Shares 0.0%
Value ($000) $24 Shares 203 Est. Cost $105.29 Unrealized +8.1%
V.F. CORP 6 33 DUE 10/15/33 0.0%
Value ($000) $24 Shares 25,000 Est. Cost $4.50 Unrealized
UNH Unitedhealth Group Inc Ordinary Shares 0.0%
Value ($000) $24 Shares 48 Est. Cost $438.35 Unrealized +11.5%
BSCR Invesco Capital Management LLC Invesco BulletShares 2027 Corporate Bond ETF 0.0%
Value ($000) $24 Shares 1,228 Est. Cost $19.42 Unrealized
BSCQ Invesco Capital Management LLC Invesco BulletShares 2026 Corporate Bond ETF 0.0%
Value ($000) $24 Shares 1,230 Est. Cost $19.28 Unrealized
VSS Vanguard Group, Inc. Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF 0.0%
Value ($000) $24 Shares 202 Est. Cost $115.18 Unrealized
MDT Medtronic Plc Ordinary Shares 0.0%
Value ($000) $23 Shares 269 Est. Cost $81.56 Unrealized -1.1%
VPL Vanguard Group, Inc. Vanguard FTSE Pacific ETF 0.0%
Value ($000) $23 Shares 306 Est. Cost $77.67 Unrealized
FPE FIRST TRUST PREFERRED SEC INCOME ETF 0.0%
Value ($000) $23 Shares 1,340 Est. Cost $16.74 Unrealized
SPUSX Symmetry Panoramic US Equity Fund Class I Shares 0.0%
Value ($000) $23 Shares 1,510 Est. Cost $14.74 Unrealized
FOCPX FIDELITY OTC 0.0%
Value ($000) $23 Shares 1,267 Est. Cost $18.29 Unrealized
SPGTX Symmetry Panoramic Tax-Managed Global Equity Fund Class I Shares 0.0%
Value ($000) $23 Shares 1,519 Est. Cost $15.88 Unrealized
VSGDX VANGUARD SHORT-TERM FEDERAL ADM 0.0%
Value ($000) $23 Shares 2,303 Est. Cost $10.09 Unrealized
QCOM Qualcomm, Inc. Ordinary Shares 0.0%
Value ($000) $23 Shares 136 Est. Cost $125.77 Unrealized +18.1%
GICUX GOLDMAN SACHS INTL SM CP INSGHTS R6 0.0%
Value ($000) $23 Shares 1,752 Est. Cost $12.98 Unrealized
TXN Texas Instruments Inc. Ordinary Shares 0.0%
Value ($000) $23 Shares 130 Est. Cost $159.17 Unrealized -0.8%
MAMTX BLACKROCK STRATEGIC MUNI OPPS INSTL 0.0%
Value ($000) $23 Shares 2,135 Est. Cost $10.55 Unrealized
VO VANGUARD MID CAP ETF 0.0%
Value ($000) $22 Shares 90 Est. Cost $232.63 Unrealized
FIADX FIDELITY ADVISOR INTERNATIONAL DISCV I 0.0%
Value ($000) $22 Shares 445 Est. Cost $37.22 Unrealized
IGSB BlackRock Institutional Trust Company N.A. iShares Trust iShares 1-5 Year Investment Grade Corporate 0.0%
Value ($000) $22 Shares 424 Est. Cost $397.63 Unrealized
XLE SSgA Active Trust The Energy Select Sector SPDR Fund 0.0%
Value ($000) $21 Shares 228 Est. Cost $2552.80 Unrealized
GEMIX GOLDMAN SACHS EMERGING MARKETS EQ INSTL 0.0%
Value ($000) $21 Shares 961 Est. Cost $22.36 Unrealized
THE GOLDMAN SACH 6.45 36 DUE 05/01/36 0.0%
Value ($000) $21 Shares 20,000 Est. Cost $0.41 Unrealized
VGK Vanguard Group, Inc. Vanguard FTSE Europe ETF 0.0%
Value ($000) $21 Shares 317 Est. Cost $88.58 Unrealized
VTWG Vanguard Group, Inc. Vanguard Russell 2000 Growth Index ETF 0.0%
Value ($000) $21 Shares 108 Est. Cost $218.13 Unrealized
VXUS VANGUARD TOTAL INTERNTL STOCK ETF IV 0.0%
Value ($000) $21 Shares 351 Est. Cost $57.96 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $21 Shares 419 Est. Cost $301.86 Unrealized
UPS United Parcel Service, Inc. Ordinary Shares - Class B 0.0%
Value ($000) $21 Shares 139 Est. Cost $158.06 Unrealized -13.7%
PDBC Invesco Capital Management LLC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 0.0%
Value ($000) $21 Shares 1,479 Est. Cost $72.08 Unrealized
MSXAX MAINSTAY S&P 500 INDEX A 0.0%
Value ($000) $20 Shares 351 Est. Cost $194.78 Unrealized
CSCO Cisco Systems, Inc. Ordinary Shares 0.0%
Value ($000) $20 Shares 406 Est. Cost $49.67 Unrealized -4.9%
NOBL PROSHARES S&P 500 DIV ARISTOCRAT ETF 0.0%
Value ($000) $20 Shares 200 Est. Cost $95.20 Unrealized
SCHB Schwab Strategic Trust Schwab U.S. Broad Market ETF 0.0%
Value ($000) $20 Shares 331 Est. Cost $61.25 Unrealized
CALIFORNIA ST 4 37GO UTX DUE 09/01/37 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $3.64 Unrealized
US TREASUR NT 2.75 02/24 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $3.08 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $20 Shares 15 Est. Cost $57.85 Unrealized +109.5%
ENB Enbridge Inc Ordinary Shares 0.0%
Value ($000) $20 Shares 540 Est. Cost $30.44 Unrealized +3.6%
SLQD BlackRock Institutional Trust Company N.A. iShares 0-5 Year Investment Grade Corporate Bond ETF 0.0%
Value ($000) $19 Shares 392 Est. Cost $1862.70 Unrealized
SSXU Strategy Shares Day Hagan/Ned Davis Research Smart Sector International ETF 0.0%
Value ($000) $19 Shares 676 Est. Cost $27.49 Unrealized
OMC Omnicom Group, Inc. Ordinary Shares 0.0%
Value ($000) $19 Shares 199 Est. Cost $73.24 Unrealized +14.8%
AIG American International Group Inc Ordinary Shares 0.0%
Value ($000) $19 Shares 244 Est. Cost $60.94 Unrealized +12.4%
VONE VANGUARD RUSSELL 1000 ETF 0.0%
Value ($000) $19 Shares 80 Est. Cost $173.28 Unrealized
CNWIX CALAMOS EVOLVING WORLD GROWTH I 0.0%
Value ($000) $19 Shares 1,065 Est. Cost $16.76 Unrealized
EOG EOG Resources, Inc. Ordinary Shares 0.0%
Value ($000) $19 Shares 149 Est. Cost $111.58 Unrealized -1.1%
TotalEnergies SE ADR 0.0%
Value ($000) $19 Shares 272 Est. Cost $1174.24 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF IV 0.0%
Value ($000) $19 Shares 219 Est. Cost $81.17 Unrealized
RL Ralph Lauren Corp Ordinary Shares - Class A 0.0%
Value ($000) $19 Shares 100 Est. Cost $106.38 Unrealized +51.1%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $19 Shares 445 Est. Cost $1046.43 Unrealized
GCC WISDOMTREE ENHNCD CMDTY STRTGY ETF 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $16.93 Unrealized
PNC PNC Financial Services Group Inc Ordinary Shares 0.0%
Value ($000) $18 Shares 114 Est. Cost $120.92 Unrealized +16.7%
MORGAN STANLEY 0 PFD DUE 05/06/27SUBJ TO XTRO REDEMPTION 0.0%
Value ($000) $18 Shares 1,500 Est. Cost $79.73 Unrealized
SHY BlackRock Institutional Trust Company N.A. iShares 1-3 Year Treasury Bond ETF 0.0%
Value ($000) $18 Shares 224 Est. Cost $914.85 Unrealized
GCREX APOLLO DIVERSIFIED RE FD CL C 0.0%
Value ($000) $18 Shares 788 Est. Cost $78.60 Unrealized
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $18 Shares 76 Est. Cost $218.14 Unrealized
PFE Pfizer Inc. Ordinary Shares 0.0%
Value ($000) $18 Shares 651 Est. Cost $30.97 Unrealized -20.4%
IYE ISHARES US ENERGY ETF 0.0%
Value ($000) $18 Shares 365 Est. Cost $28.99 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $18 Shares 32 Est. Cost $507.38 Unrealized
STPZ PIMCO 1-5 YEAR US TIPS INDEX ETF 0.0%
Value ($000) $17 Shares 336 Est. Cost $63.66 Unrealized
CORP PIMCO INVEST GRADE CORP BND IDX ETF 0.0%
Value ($000) $17 Shares 180 Est. Cost $46.41 Unrealized
SPUBX Symmetry Panoramic US Fixed Income Fund Class I Shares 0.0%
Value ($000) $17 Shares 1,819 Est. Cost $9.82 Unrealized
RSP INVSC S P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $17 Shares 101 Est. Cost $158.31 Unrealized
COSSX COLUMBIA OVERSEAS VALUE INST2 0.0%
Value ($000) $17 Shares 1,595 Est. Cost $10.72 Unrealized
PYLD Pimco Exchange Traded Fund PIMCO Multisector Bond Active Exchange-Traded Fund 0.0%
Value ($000) $17 Shares 662 Est. Cost $25.75 Unrealized
RSPH Invesco Capital Management LLC Invesco S&P 500 Equal Weight Health Care ETF 0.0%
Value ($000) $17 Shares 535 Est. Cost $902.90 Unrealized
GJUL FT VEST US EQT MDRT BFR ETF 0.0%
Value ($000) $17 Shares 500 Est. Cost $32.08 Unrealized
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $17 Shares 414 Est. Cost $118.52 Unrealized
RDVY FT RISING DIVIDEND ACHIEVERS ETF IV 0.0%
Value ($000) $17 Shares 300 Est. Cost $51.67 Unrealized
SPGBX Symmetry Panoramic Global Fixed Income Fund Class I Shares 0.0%
Value ($000) $17 Shares 1,832 Est. Cost $9.08 Unrealized
SPGEX Symmetry Panoramic Global Equity Fund Class I Shares 0.0%
Value ($000) $17 Shares 1,199 Est. Cost $13.19 Unrealized
VAW Vanguard Group, Inc. Vanguard Materials ETF 0.0%
Value ($000) $17 Shares 82 Est. Cost $192.64 Unrealized
PPG PPG Industries, Inc. Ordinary Shares 0.0%
Value ($000) $17 Shares 116 Est. Cost $122.65 Unrealized +10.8%
SNA Snap-on, Inc. Ordinary Shares 0.0%
Value ($000) $17 Shares 57 Est. Cost $201.94 Unrealized +33.7%
AWK American Water Works Co. Inc. Ordinary Shares 0.0%
Value ($000) $17 Shares 137 Est. Cost $118.17 Unrealized -0.3%
MLPA GLOBAL X FDS 0.0%
Value ($000) $17 Shares 375 Est. Cost $101.78 Unrealized
PARWX PARNASSUS VALUE EQUITY INVESTOR 0.0%
Value ($000) $17 Shares 296 Est. Cost $472.66 Unrealized
PTH INVESCO DORSEY WRIGHT HEALTHCARE ETF 0.0%
Value ($000) $16 Shares 375 Est. Cost $39.14 Unrealized
CXXRX COLUMBIA SMALL CAP INDEX INST2 0.0%
Value ($000) $16 Shares 629 Est. Cost $25.71 Unrealized
SOUTH CAROLINA ST 5 30DB UTX DUE 04/01/30 0.0%
Value ($000) $16 Shares 15,000 Est. Cost $5.78 Unrealized
STATE BANK OF IN 3.55 24 0.0%
Value ($000) $16 Shares 16,000 Est. Cost $7.57 Unrealized
DKS Dicks Sporting Goods, Inc. Ordinary Shares 0.0%
Value ($000) $16 Shares 71 Est. Cost $162.79 Unrealized +0.5%
SPOT Spotify Technology S.A. Ordinary Shares 0.0%
Value ($000) $16 Shares 60 Est. Cost $232.89 Unrealized +0.9%
VCIT Vanguard Group, Inc. Vanguard Intermediate-Term Corporate Bond ETF 0.0%
Value ($000) $16 Shares 195 Est. Cost $67.35 Unrealized
KOHL S CORP 6 33 DUE 01/15/33 0.0%
Value ($000) $16 Shares 20,000 Est. Cost $1.17 Unrealized
ANDERSON CNTY SC SD 5 28GO UTX DUE 03/01/28 0.0%
Value ($000) $16 Shares 15,000 Est. Cost $3.69 Unrealized
LIN Linde Plc. Ordinary Shares 0.0%
Value ($000) $16 Shares 34 Est. Cost $324.39 Unrealized +30.2%
RSPN Invesco Capital Management LLC Invesco S&P 500 Equal Weight Industrials ETF 0.0%
Value ($000) $15 Shares 324 Est. Cost $4471.51 Unrealized
BEAUFORT CNTY SC 4 26GO UTX DUE 03/01/26 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $6.81 Unrealized
DE DEERE & CO 0.0%
Value ($000) $15 Shares 37 Est. Cost $365.14 Unrealized +2.0%
ESML ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $15 Shares 376 Est. Cost $72.78 Unrealized
SC JOBS-EDA HOSP 5 24 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $7.95 Unrealized
BMO BANK NTNL ASS 4.8 24CD FDIC INS DUE 05/14/24US 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $2.31 Unrealized
PTLC Pacer Funds Trust Pacer Trendpilot US Large Cap ETF 0.0%
Value ($000) $15 Shares 313 Est. Cost $47.81 Unrealized
PGRNX IMPAX GLOBAL ENVIRONMENTAL MARKETS INV 0.0%
Value ($000) $15 Shares 623 Est. Cost $1215.92 Unrealized
TSN Tyson Foods, Inc. Ordinary Shares - Class A 0.0%
Value ($000) $15 Shares 254 Est. Cost $51.71 Unrealized -0.7%
SLV BlackRock Institutional Trust Company N.A. iShares Silver Trust 0.0%
Value ($000) $15 Shares 655 Est. Cost $23.78 Unrealized
RSPF Invesco Capital Management LLC Invesco S&P 500 Equal Weight Financials ETF 0.0%
Value ($000) $15 Shares 231 Est. Cost $1427.50 Unrealized
BILS SPDR Series Trust SPDR Bloomberg 3-12 Month T-Bill ETF 0.0%
Value ($000) $15 Shares 148 Est. Cost $99.61 Unrealized
TGIPX T. ROWE PRICE SPECTRUM M 0.0%
Value ($000) $15 Shares 400 Est. Cost $36.83 Unrealized
RSPD Invesco Capital Management LLC Invesco S&P 500 Equal Weight Consumer Discretionary ETF 0.0%
Value ($000) $15 Shares 287 Est. Cost $3391.32 Unrealized
AON Aon plc. Ordinary Shares - Class A 0.0%
Value ($000) $15 Shares 44 Est. Cost $293.98 Unrealized +4.1%
SDIV GLOBAL X SUPERDIVIDEND ETF 0.0%
Value ($000) $14 Shares 666 Est. Cost $7165.07 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL INDX ETF 0.0%
Value ($000) $14 Shares 143 Est. Cost $34.90 Unrealized
FXZ FIRST TRUST MATERIALS ALPHADEX ETF 0.0%
Value ($000) $14 Shares 200 Est. Cost $68.96 Unrealized
DWM WISDOMTREE INTERNATIONALEQY ETF 0.0%
Value ($000) $14 Shares 260 Est. Cost $52.51 Unrealized
FEP FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $14 Shares 392 Est. Cost $36.22 Unrealized
SHOP Shopify Inc Ordinary Shares - Class A 0.0%
Value ($000) $14 Shares 183 Est. Cost $75.62 Unrealized +4.5%
PCAR Paccar Inc. Ordinary Shares 0.0%
Value ($000) $14 Shares 114 Est. Cost $99.30 Unrealized +1.5%
Interpublic Group Of Cos., Inc. Ordinary Shares 0.0%
Value ($000) $14 Shares 427 Est. Cost $30.21 Unrealized -0.7%
VTMGX VANGUARD DEVELOPED MARKETS INDEX ADMIRAL 0.0%
Value ($000) $14 Shares 866 Est. Cost $15.40 Unrealized
REG Regency Centers Corporation Ordinary Shares 0.0%
Value ($000) $14 Shares 229 Est. Cost $56.70 Unrealized +1.0%
MINIX MFS INTERNATIONAL INTRINSIC VALUE I 0.0%
Value ($000) $14 Shares 322 Est. Cost $41.14 Unrealized
POAGX PRIMECAP ODYSSEY AGGRESSIVE GROWTH 0.0%
Value ($000) $14 Shares 309 Est. Cost $42.88 Unrealized
IJT ISHARES S&P SMLL CAP 600GRTH ETF 0.0%
Value ($000) $14 Shares 106 Est. Cost $1261.27 Unrealized
JPMB J.P. Morgan Exchange-Traded Fund Trust JPMorgan USD Emerging Markets Sovereign Bond ETF 0.0%
Value ($000) $14 Shares 348 Est. Cost $39.32 Unrealized
SWISX SCHWAB INTERNATIONAL INDEX 0.0%
Value ($000) $14 Shares 566 Est. Cost $909.46 Unrealized
VONV Vanguard Group, Inc. Vanguard Russell 1000 Value Index ETF 0.0%
Value ($000) $14 Shares 172 Est. Cost $236.70 Unrealized
TGT Target Corp Ordinary Shares 0.0%
Value ($000) $13 Shares 76 Est. Cost $178.91 Unrealized -20.6%
VRTX Vertex Pharmaceuticals, Inc. Ordinary Shares 0.0%
Value ($000) $13 Shares 32 Est. Cost $360.75 Unrealized +17.2%
SGOV iShares Trust iShares 0-3 Month Treasury Bond ETF 0.0%
Value ($000) $13 Shares 131 Est. Cost $100.67 Unrealized
ED Consolidated Edison, Inc. Ordinary Shares 0.0%
Value ($000) $13 Shares 145 Est. Cost $83.62 Unrealized +0.6%
AFL Aflac Inc. Ordinary Shares 0.0%
Value ($000) $13 Shares 153 Est. Cost $70.01 Unrealized +12.5%
IMO Imperial Oil Ltd. Ordinary Shares 0.0%
Value ($000) $13 Shares 190 Est. Cost $54.51 Unrealized +6.6%
RACE Ferrari N.V. Ordinary Shares 0.0%
Value ($000) $13 Shares 30 Est. Cost $330.32 Unrealized +17.3%
JVMIX JHANCOCK DISCIPLINED VALUE MID CAP I 0.0%
Value ($000) $13 Shares 434 Est. Cost $27.35 Unrealized
CHKP Check Point Software Technologies Ltd. Ordinary Shares 0.0%
Value ($000) $13 Shares 78 Est. Cost $129.27 Unrealized +24.0%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $13 Shares 194 Est. Cost $62.66 Unrealized
FSEP FT VEST US EQUITY BUFFERETF 0.0%
Value ($000) $13 Shares 300 Est. Cost $40.24 Unrealized
APD Air Products & Chemicals Inc. Ordinary Shares 0.0%
Value ($000) $13 Shares 53 Est. Cost $234.93 Unrealized -1.0%
RELX RELX Plc ADR 0.0%
Value ($000) $13 Shares 293 Est. Cost $1124.68 Unrealized
SSFI Strategy Shares Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF 0.0%
Value ($000) $13 Shares 597 Est. Cost $20.89 Unrealized
NVT nVent Electric plc Ordinary Shares 0.0%
Value ($000) $13 Shares 168 Est. Cost $61.51 Unrealized +2.2%
CCALX CONESTOGA SMALL CAP INSTITUTIONAL 0.0%
Value ($000) $13 Shares 167 Est. Cost $72.81 Unrealized
GGAL Grupo Financiero Galicia ADR 0.0%
Value ($000) $13 Shares 495 Est. Cost $25.41 Unrealized
VIST Vista Energy S.A.B. de C.V ADR 0.0%
Value ($000) $13 Shares 304 Est. Cost $73.48 Unrealized
CLS Celestica, Inc. Ordinary Shares 0.0%
Value ($000) $13 Shares 278 Est. Cost $37.96 Unrealized 0.0%
CPRT Copart, Inc. Ordinary Shares 0.0%
Value ($000) $12 Shares 214 Est. Cost $51.42 Unrealized 0.0%
JNK SPDR Series Trust SPDR Bloomberg High Yield Bond ETF 0.0%
Value ($000) $12 Shares 130 Est. Cost $8893.83 Unrealized
OOSYX INVESCO SENIOR FLOATING 0.0%
Value ($000) $12 Shares 1,856 Est. Cost $6.66 Unrealized
CITIGROUP INC 6 33 DUE 10/31/33 0.0%
Value ($000) $12 Shares 12,000 Est. Cost $8.33 Unrealized
BBY Best Buy Co. Inc. Ordinary Shares 0.0%
Value ($000) $12 Shares 149 Est. Cost $69.58 Unrealized -0.4%
TT Trane Technologies plc Ordinary Shares - Class A 0.0%
Value ($000) $12 Shares 41 Est. Cost $215.85 Unrealized +23.7%
SPGI S&P Global Inc Ordinary Shares 0.0%
Value ($000) $12 Shares 29 Est. Cost $427.56 Unrealized -0.1%
ICLR Icon Plc Ordinary Shares 0.0%
Value ($000) $12 Shares 36 Est. Cost $276.80 Unrealized +6.5%
TIILX TIAA-CREF INFLATION LINK BD INSTL 0.0%
Value ($000) $12 Shares 1,155 Est. Cost $10.49 Unrealized
JPIB J.P.Morgan Investment Management Inc. JPMorgan International Bond Opportunities ETF 0.0%
Value ($000) $12 Shares 255 Est. Cost $47.52 Unrealized
LULU Lululemon Athletica inc. Ordinary Shares 0.0%
Value ($000) $12 Shares 31 Est. Cost $428.51 Unrealized +7.9%
STNE StoneCo Ltd Ordinary Shares - Class A 0.0%
Value ($000) $12 Shares 724 Est. Cost $30.52 Unrealized
NEE NextEra Energy Inc Ordinary Shares 0.0%
Value ($000) $12 Shares 187 Est. Cost $69.32 Unrealized -20.1%
DZSIQ DZS INC 0.0%
Value ($000) $12 Shares 9,042 Est. Cost $1.32 Unrealized
PCOK PACIFIC OAK STRATEGIC OPPORTUNITY REIT INC 0.0%
Value ($000) $12 Shares 1,484 Est. Cost $47.18 Unrealized
EQR Equity Residential Properties Trust Ordinary Shares 0.0%
Value ($000) $12 Shares 188 Est. Cost $57.82 Unrealized -2.8%
CRH CRH Plc Ordinary Shares 0.0%
Value ($000) $12 Shares 139 Est. Cost $65.34 Unrealized +14.3%
HMY Harmony Gold Mining Co Ltd ADR 0.0%
Value ($000) $12 Shares 1,448 Est. Cost $17.15 Unrealized
PHM PulteGroup Inc Ordinary Shares 0.0%
Value ($000) $12 Shares 98 Est. Cost $99.37 Unrealized +6.4%
FEM FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $12 Shares 530 Est. Cost $22.09 Unrealized
PNW Pinnacle West Capital Corp. Ordinary Shares 0.0%
Value ($000) $12 Shares 157 Est. Cost $69.75 Unrealized -6.5%
WBEIX WILLIAM BLAIR EMERGING MKTS GROWTH I 0.0%
Value ($000) $12 Shares 966 Est. Cost $11.60 Unrealized
YPF YPF ADR 0.0%
Value ($000) $12 Shares 590 Est. Cost $28.99 Unrealized
RTX RTX Corp Ordinary Shares 0.0%
Value ($000) $12 Shares 119 Est. Cost $82.39 Unrealized +5.4%
SONY Sony Group Corporation ADR 0.0%
Value ($000) $12 Shares 137 Est. Cost $3523.19 Unrealized
HYLS First Trust Exchange-Traded Fund III First Trust Tactical High Yield ETF 0.0%
Value ($000) $12 Shares 282 Est. Cost $41.44 Unrealized
EXPGY Experian Plc ADR 0.0%
Value ($000) $12 Shares 266 Est. Cost $1205.14 Unrealized
O Realty Income Corp. Ordinary Shares 0.0%
Value ($000) $12 Shares 212 Est. Cost $51.00 Unrealized -4.7%
SBGSY Schneider Electric SE ADR 0.0%
Value ($000) $11 Shares 253 Est. Cost $1400.37 Unrealized
PFFD Global X Funds Global X U.S. Preferred ETF 0.0%
Value ($000) $11 Shares 567 Est. Cost $1913.23 Unrealized
VTIAX VANGUARD TOTAL INTL STOCK INDEX ADMIRAL 0.0%
Value ($000) $11 Shares 353 Est. Cost $31.07 Unrealized
VOYA Voya Financial Inc Ordinary Shares 0.0%
Value ($000) $11 Shares 154 Est. Cost $66.19 Unrealized +1.6%
VTRIX VANGUARD INTERNATIONAL VALUE INV 0.0%
Value ($000) $11 Shares 270 Est. Cost $40.37 Unrealized
MUFG Mitsubishi UFJ Financial Group, Inc. ADR 0.0%
Value ($000) $11 Shares 1,108 Est. Cost $11.56 Unrealized
CSTM Constellium SE Ordinary Shares - Class A 0.0%
Value ($000) $11 Shares 511 Est. Cost $18.56 Unrealized +4.3%
SOXX BlackRock Institutional Trust Company N.A. iShares Semiconductor ETF 0.0%
Value ($000) $11 Shares 49 Est. Cost $753.37 Unrealized
BSTP Innovator ETFs Trust Innovator Buffer Step-Up Strategy ETF 0.0%
Value ($000) $11 Shares 371 Est. Cost $30.26 Unrealized
SHEL Shell Plc ADR (Representing - Ordinary Shares) 0.0%
Value ($000) $11 Shares 168 Est. Cost $188.49 Unrealized
FLEX Flex Ltd Ordinary Shares 0.0%
Value ($000) $11 Shares 390 Est. Cost $23.88 Unrealized +9.8%
LRLCY L Oreal ADR 0.0%
Value ($000) $11 Shares 117 Est. Cost $1881.14 Unrealized
EAGLE BULK SHIPPING INC 0.0%
Value ($000) $11 Shares 200 Est. Cost $55.40 Unrealized
PECO PHILLIPS EDISON & CO INC 0.0%
Value ($000) $11 Shares 308 Est. Cost $35.96 Unrealized
BKHY BNY Mellon ETF Trust BNY Mellon High Yield Beta ETF 0.0%
Value ($000) $11 Shares 231 Est. Cost $103.20 Unrealized
MORGAN STANLEY VAR 31 DUE 03/25/31 0.0%
Value ($000) $11 Shares 18,000 Est. Cost $0.61 Unrealized
PWR Quanta Services, Inc. Ordinary Shares 0.0%
Value ($000) $11 Shares 42 Est. Cost $220.68 Unrealized 0.0%
NTDOY Nintendo Co. Ltd ADR 0.0%
Value ($000) $11 Shares 806 Est. Cost $92.99 Unrealized
PFORX PIMCO INTERNATIONAL BOND (USD-HDG) INSTL 0.0%
Value ($000) $11 Shares 1,093 Est. Cost $655.07 Unrealized
FORD MOTOR CO 7.45 31 DUE 07/16/31 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $7.40 Unrealized
YORK CN SC SD 4 5 29GO UTX DUE 03/01/29 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $8.52 Unrealized
KRG KITE REALTY GRP TR REIT 0.0%
Value ($000) $11 Shares 497 Est. Cost $22.86 Unrealized
STMEX SIERRA TACTICAL MUNICIPAL INSTITUTIONAL 0.0%
Value ($000) $11 Shares 420 Est. Cost $3557.56 Unrealized
ADME APTUS DRAWDOWN MANAGED EQTY ETF 0.0%
Value ($000) $11 Shares 255 Est. Cost $38.44 Unrealized
EBAY INC. 6.3 32 DUE 11/22/32 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $22.00 Unrealized
AEP American Electric Power Company Inc. Ordinary Shares 0.0%
Value ($000) $11 Shares 124 Est. Cost $75.99 Unrealized 0.0%
HPQ HP Inc Ordinary Shares 0.0%
Value ($000) $11 Shares 352 Est. Cost $27.84 Unrealized -1.9%
DOGG FT DJIA DOG 10 TARGT INCETF 0.0%
Value ($000) $11 Shares 500 Est. Cost $21.43 Unrealized
EVRG Evergy Inc Ordinary Shares 0.0%
Value ($000) $10 Shares 196 Est. Cost $52.10 Unrealized -9.6%
ALC Alcon Inc. Registered Shares 0.0%
Value ($000) $10 Shares 125 Est. Cost $75.04 Unrealized +6.2%
ONON On Holding AG Ordinary Shares Class A 0.0%
Value ($000) $10 Shares 295 Est. Cost $30.89 Unrealized -1.1%
RSG Republic Services, Inc. Ordinary Shares 0.0%
Value ($000) $10 Shares 55 Est. Cost $127.45 Unrealized +36.2%
SU Suncor Energy, Inc. Ordinary Shares 0.0%
Value ($000) $10 Shares 282 Est. Cost $30.78 Unrealized +2.8%
PANW Palo Alto Networks Inc Ordinary Shares 0.0%
Value ($000) $10 Shares 36 Est. Cost $150.31 Unrealized +4.9%
CLARK CNTY NEV 4 34DB LTX DUE 06/01/34 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $23.61 Unrealized
DEERE & CO 5.375 29 DUE 10/16/29 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $5.04 Unrealized
CLEMSON UNIVERSITY 5 26PUB EDUC DUE 05/01/26 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $2.70 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $10 Shares 65 Est. Cost $155.82 Unrealized
SIMON PROPERTY GR 5.5 33 DUE 03/08/33 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $7.47 Unrealized
XLRE SSgA Active Trust Real Estate Select Sector SPDR Fund (The) 0.0%
Value ($000) $10 Shares 257 Est. Cost $633.69 Unrealized
LA LOC GOV ENVIRON 5 25EDUC EDR DUE 10/01/25XTRO 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $30.85 Unrealized
VSVIX VICTORY INTEGRITY SMALL-CAP VALUE Y 0.0%
Value ($000) $10 Shares 277 Est. Cost $34.84 Unrealized
GRMN Garmin Ltd Ordinary Shares 0.0%
Value ($000) $10 Shares 68 Est. Cost $99.37 Unrealized +28.4%
Super Micro Computer Inc Ordinary Shares 0.0%
Value ($000) $10 Shares 10 Est. Cost $1009.00 Unrealized
ATLANTIC CNTY NJ 5 24FAC EDR DUE 11/01/24XTRO 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $8.18 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $10 Shares 73 Est. Cost $119.71 Unrealized +7.5%
RSIPX COLUMBIA DISCIPLINED CORE INST2 0.0%
Value ($000) $10 Shares 684 Est. Cost $13.09 Unrealized
LANCASTER CNTY SC S 5 24 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $2.12 Unrealized
DORCHESTER CNTY SC 5 24 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $19.60 Unrealized
IL SPORTS FACS AUTH 5 26SPL TAX DUE 06/15/26ASSURED GUARANTY MUN 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $9.21 Unrealized
CISCO SYSTEMS, 3.625 24 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $9.06 Unrealized
BLACKROCK TCP CAP 3.9 24 DUE 08/23/24 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $7.49 Unrealized
MNA IndexIQ ETF Trust IQ Merger Arbitrage ETF 0.0%
Value ($000) $10 Shares 314 Est. Cost $31.52 Unrealized
CARR Carrier Global Corp Ordinary Shares 0.0%
Value ($000) $10 Shares 170 Est. Cost $52.89 Unrealized +3.9%
COFRX COLUMBIA CONTRARIAN CORE INST2 0.0%
Value ($000) $10 Shares 276 Est. Cost $32.29 Unrealized
FS/KKR ADVISOR, 4.125 25 DUE 02/01/25 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $6.35 Unrealized
CLCRX COLUMBIA SELECT LARGE CAP EQUITY INST2 0.0%
Value ($000) $10 Shares 457 Est. Cost $19.48 Unrealized
CME CME Group Inc Ordinary Shares - Class A 0.0%
Value ($000) $10 Shares 45 Est. Cost $190.32 Unrealized +3.6%
FTXN FIRST TRUST NASDAQ OIL AND GAS ETF 0.0%
Value ($000) $10 Shares 300 Est. Cost $28.30 Unrealized
AMGN AMGEN Inc. Ordinary Shares 0.0%
Value ($000) $10 Shares 35 Est. Cost $202.95 Unrealized +36.0%
DRI Darden Restaurants, Inc. Ordinary Shares 0.0%
Value ($000) $10 Shares 57 Est. Cost $156.19 Unrealized +0.3%
AXP American Express Co. Ordinary Shares 0.0%
Value ($000) $10 Shares 43 Est. Cost $185.83 Unrealized +9.2%
SPILX Symmetry Panoramic International Equity Fund Class I Shares 0.0%
Value ($000) $9 Shares 785 Est. Cost $12.35 Unrealized
KDDIY KDDI Corp. ADR 0.0%
Value ($000) $9 Shares 641 Est. Cost $483.13 Unrealized
BCI abrdn ETF abrdn Bloomberg All Commodity Strategy K-1 Free ETF 0.0%
Value ($000) $9 Shares 478 Est. Cost $19.75 Unrealized
NORTHROP GRUMMAN 3.25 28 DUE 01/15/28 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $4.05 Unrealized
HAL Halliburton Co. Ordinary Shares 0.0%
Value ($000) $9 Shares 240 Est. Cost $34.13 Unrealized -0.0%
PRHSX T. ROWE PRICE HEALTH SCIENCES 0.0%
Value ($000) $9 Shares 99 Est. Cost $589.11 Unrealized
SRVR Pacer Funds Trust Pacer Data & Infrastructure Real Estate ETF 0.0%
Value ($000) $9 Shares 329 Est. Cost $29.65 Unrealized
INTR Inter & Co Inc Ordinary Shares - Class A 0.0%
Value ($000) $9 Shares 1,628 Est. Cost $5.14 Unrealized +3.2%
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.0%
Value ($000) $9 Shares 346 Est. Cost $107.30 Unrealized
ABBNY ABB Ltd. ADR 0.0%
Value ($000) $9 Shares 198 Est. Cost $490.35 Unrealized
CCEP Coca-Cola Europacific Partners Plc Ordinary Shares 0.0%
Value ($000) $9 Shares 129 Est. Cost $63.24 Unrealized +2.9%
ITUB Itau Unibanco Holding S.A. ADR 0.0%
Value ($000) $9 Shares 1,312 Est. Cost $47.03 Unrealized
LVMUY Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I 0.0%
Value ($000) $9 Shares 49 Est. Cost $1094.91 Unrealized
ESLOY EssilorLuxottica ADR 0.0%
Value ($000) $9 Shares 80 Est. Cost $1970.22 Unrealized
FMF First Trust Exchange-Traded Fund V. First Trust Managed Futures Strategy Fund 0.0%
Value ($000) $9 Shares 178 Est. Cost $50.57 Unrealized
FTC FIRST TR LRG CP GRW ALPHADEX ETF 0.0%
Value ($000) $9 Shares 72 Est. Cost $109.56 Unrealized
SHV BlackRock Institutional Trust Company N.A. iShares Short Treasury Bond ETF 0.0%
Value ($000) $9 Shares 81 Est. Cost $8134.31 Unrealized
MORGAN STANLEY VAR 31 DUE 11/30/31 0.0%
Value ($000) $9 Shares 15,000 Est. Cost $0.73 Unrealized
INVESCO CAPITAL MARKET UNIT 10 MONTHLY 0.0%
Value ($000) $9 Shares 10 Est. Cost $5643.45 Unrealized
THE GOLDMAN SACHS 3.5 25 DUE 01/23/25 0.0%
Value ($000) $9 Shares 9,000 Est. Cost $1.67 Unrealized
BAC Bank Of America Corp. Ordinary Shares 0.0%
Value ($000) $9 Shares 233 Est. Cost $27.99 Unrealized +17.2%
VSENX JPMORGAN SMALL CAP EQUITY R6 0.0%
Value ($000) $9 Shares 154 Est. Cost $57.13 Unrealized
LNG Cheniere Energy Inc. Ordinary Shares 0.0%
Value ($000) $9 Shares 54 Est. Cost $159.13 Unrealized +1.0%
PKST PEAKSTONE REALTY TRUST 0.0%
Value ($000) $9 Shares 437 Est. Cost $52.12 Unrealized
RCL Royal Caribbean Group Ordinary Shares 0.0%
Value ($000) $9 Shares 63 Est. Cost $110.19 Unrealized +11.4%
HLN Haleon plc ADR 0.0%
Value ($000) $9 Shares 1,022 Est. Cost $8.41 Unrealized
DBMF Manager Directed Portfolios iMGP DBi Managed Futures Strategy ETF 0.0%
Value ($000) $9 Shares 303 Est. Cost $28.65 Unrealized
MSCI MSCI Inc Ordinary Shares 0.0%
Value ($000) $9 Shares 15 Est. Cost $554.14 Unrealized -0.8%
KVUE Kenvue Inc Ordinary Shares 0.0%
Value ($000) $9 Shares 402 Est. Cost $19.95 Unrealized -5.6%
JOHNSON & JOHNSO 2.45 26 DUE 03/01/26 0.0%
Value ($000) $9 Shares 9,000 Est. Cost $18.79 Unrealized
SNPS Synopsys, Inc. Ordinary Shares 0.0%
Value ($000) $9 Shares 16 Est. Cost $550.38 Unrealized 0.0%
CSDIX COHEN & STEERS REAL ESTATE SECURITIES I 0.0%
Value ($000) $9 Shares 523 Est. Cost $181.12 Unrealized
JBL Jabil Inc Ordinary Shares 0.0%
Value ($000) $9 Shares 64 Est. Cost $132.73 Unrealized +0.8%
THE ALLSTATE CO 6.125 32 DUE 12/15/32 0.0%
Value ($000) $9 Shares 8,000 Est. Cost $6.68 Unrealized
COF Capital One Financial Corp. Ordinary Shares 0.0%
Value ($000) $8 Shares 57 Est. Cost $101.77 Unrealized +29.6%
CMBS BlackRock Institutional Trust Company N.A. iShares CMBS ETF 0.0%
Value ($000) $8 Shares 179 Est. Cost $2494.24 Unrealized
TIMB TIM SA ADR 0.0%
Value ($000) $8 Shares 474 Est. Cost $16.81 Unrealized
CTAS Cintas Corporation Ordinary Shares 0.0%
Value ($000) $8 Shares 13 Est. Cost $151.67 Unrealized 0.0%
BIRK Birkenstock Holding Plc Ordinary Shares 0.0%
Value ($000) $8 Shares 176 Est. Cost $47.75 Unrealized 0.0%
SFENX SCHWAB FDMTL EMERG MKTS LG CO IDX 0.0%
Value ($000) $8 Shares 955 Est. Cost $8.73 Unrealized
FGCO FINL GRAVITY COMPANI0050 0.0%
Value ($000) $8 Shares 48,793 Est. Cost $0.10 Unrealized +39.7%
UNITEDHEALTH GROU 5.3 30 DUE 02/15/30 0.0%
Value ($000) $8 Shares 8,000 Est. Cost $12.02 Unrealized
DHR Danaher Corp. Ordinary Shares 0.0%
Value ($000) $8 Shares 32 Est. Cost $246.69 Unrealized -2.1%
PROVINCE OF BRIT1.3 31F DUE 01/29/31 0.0%
Value ($000) $8 Shares 10,000 Est. Cost $47.90 Unrealized
AGI Alamos Gold Inc. Ordinary Shares - Class A 0.0%
Value ($000) $8 Shares 553 Est. Cost $12.12 Unrealized +3.4%
PSP Invesco Capital Management LLC Invesco Global Listed Private Equity ETF 0.0%
Value ($000) $8 Shares 123 Est. Cost $83.09 Unrealized
PTMC Pacer Funds Trust Pacer Trendpilot US Mid Cap ETF 0.0%
Value ($000) $8 Shares 225 Est. Cost $36.13 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $8 Shares 100 Est. Cost $74.51 Unrealized +0.1%
INTEL CORP 5.125 30 DUE 02/10/30 0.0%
Value ($000) $8 Shares 8,000 Est. Cost $7.78 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $8 Shares 51 Est. Cost $156.12 Unrealized
AMLP ALPS ALERIAN MLP ETF 0.0%
Value ($000) $8 Shares 168 Est. Cost $77.18 Unrealized
SAUHY Straumann Holding AG ADR 0.0%
Value ($000) $8 Shares 501 Est. Cost $600.20 Unrealized
BZLFY Bunzl plc ADR 0.0%
Value ($000) $8 Shares 204 Est. Cost $39.42 Unrealized
BSJP Invesco Capital Management LLC Invesco BulletShares 2025 High Yield Corporate Bond ETF 0.0%
Value ($000) $8 Shares 341 Est. Cost $22.97 Unrealized
BLDR Builders Firstsource Inc Ordinary Shares 0.0%
Value ($000) $8 Shares 38 Est. Cost $179.53 Unrealized +2.9%
LGOV First Trust Exchange-Traded Fund IV First Trust Long Duration Opportunities ETF 0.0%
Value ($000) $8 Shares 365 Est. Cost $20.50 Unrealized
GILEAD SCIENCES, 3.65 26 DUE 03/01/26 0.0%
Value ($000) $8 Shares 8,000 Est. Cost $8.04 Unrealized
WTRG Essential Utilities Inc Ordinary Shares 0.0%
Value ($000) $8 Shares 209 Est. Cost $36.26 Unrealized 0.0%
SGOL abrdn ETF abrdn Physical Gold Shares ETF 0.0%
Value ($000) $8 Shares 365 Est. Cost $21.26 Unrealized
PEBIX PIMCO Funds Emerging Markets Bond Fund Institutional Class 0.0%
Value ($000) $8 Shares 919 Est. Cost $8.44 Unrealized
RSPC Invesco Exchange-Traded Self-Indexed Fund Trust Invesco S&P 500 Equal Weight Communication Services 0.0%
Value ($000) $8 Shares 259 Est. Cost $583.87 Unrealized
USRT BlackRock Institutional Trust Company N.A. iShares Core U.S. REIT ETF 0.0%
Value ($000) $8 Shares 144 Est. Cost $60.90 Unrealized
FTEC Fidelity Covington Trust Fidelity MSCI Information Technology Index ETF 0.0%
Value ($000) $8 Shares 50 Est. Cost $154.14 Unrealized
UST INFL IDX 0.375 07/25INFL INDEX DUE 07/15/25 0.0%
Value ($000) $8 Shares 6,000 Est. Cost $17.73 Unrealized
CE Celanese Corp Ordinary Shares - Series A 0.0%
Value ($000) $8 Shares 44 Est. Cost $149.27 Unrealized 0.0%
YUMC Yum China Holdings Inc Ordinary Shares 0.0%
Value ($000) $8 Shares 191 Est. Cost $42.18 Unrealized -6.4%
ZTS Zoetis Inc Ordinary Shares - Class A 0.0%
Value ($000) $8 Shares 44 Est. Cost $179.90 Unrealized +1.9%
FLBL Franklin Templeton ETF Trust Franklin Senior Loan ETF 0.0%
Value ($000) $8 Shares 307 Est. Cost $49.94 Unrealized
ProShares Trust ProShares Short S&P500 -1x Shares 0.0%
Value ($000) $8 Shares 635 Est. Cost $11.85 Unrealized
GE GE Aerospace Ordinary Shares 0.0%
Value ($000) $8 Shares 43 Est. Cost $92.05 Unrealized +26.5%
UNUM GROUP 4 29 DUE 06/15/29 0.0%
Value ($000) $8 Shares 8,000 Est. Cost $38.77 Unrealized
DOX Amdocs Ltd Ordinary Shares 0.0%
Value ($000) $7 Shares 82 Est. Cost $86.70 Unrealized +0.3%
TMO Thermo Fisher Scientific Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 12 Est. Cost $572.54 Unrealized -2.6%
PBR Petroleo Brasileiro S.A. Petrobras ADR 0.0%
Value ($000) $7 Shares 483 Est. Cost $209.36 Unrealized
EXP Eagle Materials Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 27 Est. Cost $228.21 Unrealized +2.7%
ACWX BlackRock Institutional Trust Company N.A. iShares MSCI ACWI ex US ETF 0.0%
Value ($000) $7 Shares 137 Est. Cost $300.00 Unrealized
FXR FIRST TR INDL PROD DRBL ALPHA ETF IV 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.46 Unrealized
BFRIX Floating Rate Income Portfolio Institutional Class 0.0%
Value ($000) $7 Shares 750 Est. Cost $9.64 Unrealized
AEM Agnico Eagle Mines Ltd Ordinary Shares 0.0%
Value ($000) $7 Shares 122 Est. Cost $48.98 Unrealized +1.1%
NRG NRG Energy Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 107 Est. Cost $52.72 Unrealized +3.2%
LTUIX THORNBURG LIMITED TERM US GOVERNMENT I 0.0%
Value ($000) $7 Shares 615 Est. Cost $11.88 Unrealized
URI United Rentals, Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 10 Est. Cost $631.12 Unrealized 0.0%
Marathon Oil Corporation Ordinary Shares 0.0%
Value ($000) $7 Shares 255 Est. Cost $1978.61 Unrealized
ARCIX AQR RISK-BALANCED COMMODITIES STRATEGY I 0.0%
Value ($000) $7 Shares 853 Est. Cost $8.29 Unrealized
CDNS Cadence Design Systems, Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 23 Est. Cost $295.79 Unrealized 0.0%
CAH Cardinal Health, Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 64 Est. Cost $96.61 Unrealized +8.3%
TMUS T-Mobile US Inc Ordinary Shares 0.0%
Value ($000) $7 Shares 44 Est. Cost $158.15 Unrealized 0.0%
THDIX THORNBURG DEVELOPING WORLD I 0.0%
Value ($000) $7 Shares 321 Est. Cost $21.17 Unrealized
B P PRUDHOE BAY ROYA ROYALTY TRUST 0.0%
Value ($000) $7 Shares 2,918 Est. Cost $2.45 Unrealized
GD General Dynamics Corp. Ordinary Shares 0.0%
Value ($000) $7 Shares 24 Est. Cost $243.40 Unrealized +6.0%
HSY Hershey Company Ordinary Shares 0.0%
Value ($000) $7 Shares 35 Est. Cost $182.08 Unrealized 0.0%
HONEYWELL INTERN 4.25 29 DUE 01/15/29 0.0%
Value ($000) $7 Shares 7,000 Est. Cost $11.89 Unrealized
SPG Simon Property Group, Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 44 Est. Cost $132.36 Unrealized +0.7%
HIG Hartford Financial Services Group Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 67 Est. Cost $88.72 Unrealized 0.0%
ABBOTT LABORATOR 2.95 25 DUE 03/15/25 0.0%
Value ($000) $7 Shares 7,000 Est. Cost $7.80 Unrealized
HSBC HSBC Holdings plc ADR 0.0%
Value ($000) $7 Shares 174 Est. Cost $40.02 Unrealized
PTIN Pacer Funds Trust Pacer Trendpilot International ETF 0.0%
Value ($000) $7 Shares 234 Est. Cost $29.09 Unrealized
MICROSOFT CORP 3.3 27 DUE 02/06/27 0.0%
Value ($000) $7 Shares 7,000 Est. Cost $7.67 Unrealized
BCC Boise Cascade Co Ordinary Shares 0.0%
Value ($000) $7 Shares 44 Est. Cost $128.13 Unrealized 0.0%
ATO Atmos Energy Corp. Ordinary Shares 0.0%
Value ($000) $7 Shares 57 Est. Cost $90.20 Unrealized +21.5%
MRSH Marsh & McLennan Cos., Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 32 Est. Cost $193.37 Unrealized 0.0%
UGP Ultrapar Participacoes S.A. ADR 0.0%
Value ($000) $7 Shares 1,178 Est. Cost $4.84 Unrealized
US TREASUR NT 2.25 11/25UST NOTE DUE 11/15/25 0.0%
Value ($000) $7 Shares 7,000 Est. Cost $67.30 Unrealized
Reckitt Benckiser Group Plc ADR 0.0%
Value ($000) $7 Shares 588 Est. Cost $25.94 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $7 Shares 59 Est. Cost $90.81 Unrealized +9.4%
STARBUCKS CORP 3.55 29 DUE 08/15/29 0.0%
Value ($000) $7 Shares 7,000 Est. Cost $8.99 Unrealized
MDB MongoDB Inc Ordinary Shares - Class A 0.0%
Value ($000) $7 Shares 19 Est. Cost $383.96 Unrealized +6.4%
FVC First Trust Exchange-Traded Fund III First Trust Dorsey Wright Dynamic Focus 5 ETF 0.0%
Value ($000) $7 Shares 190 Est. Cost $34.61 Unrealized
ILF BlackRock Institutional Trust Company N.A. iShares Latin America 40 ETF 0.0%
Value ($000) $7 Shares 231 Est. Cost $60.77 Unrealized
KGC Kinross Gold Corp. Ordinary Shares 0.0%
Value ($000) $7 Shares 1,070 Est. Cost $5.22 Unrealized +4.3%
HP Helmerich & Payne, Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 155 Est. Cost $40.07 Unrealized -5.6%
ACGL Arch Capital Group Ltd Ordinary Shares 0.0%
Value ($000) $7 Shares 70 Est. Cost $78.95 Unrealized +1.8%
TOYOTA MOTOR CRE 1.65 31 DUE 01/10/31 0.0%
Value ($000) $7 Shares 8,000 Est. Cost $29.85 Unrealized
APLS Apellis Pharmaceuticals Inc Ordinary Shares 0.0%
Value ($000) $6 Shares 109 Est. Cost $51.80 Unrealized +23.1%
IBB BlackRock Institutional Trust Company N.A. iShares Biotechnology ETF 0.0%
Value ($000) $6 Shares 47 Est. Cost $136.81 Unrealized
IFV First Trust Exchange-Traded Fund III First Trust Dorsey Wright International Focus 5 ETF 0.0%
Value ($000) $6 Shares 320 Est. Cost $20.00 Unrealized
IJS ISHARES S&P SMALL CAP 600 ETF 0.0%
Value ($000) $6 Shares 62 Est. Cost $127.29 Unrealized
LPLA LPL Financial Holdings Inc Ordinary Shares 0.0%
Value ($000) $6 Shares 24 Est. Cost $252.41 Unrealized 0.0%
RSPS Invesco Capital Management LLC Invesco S&P 500 Equal Weight Consumer Staples ETF 0.0%
Value ($000) $6 Shares 191 Est. Cost $1567.56 Unrealized
TPR Tapestry Inc Ordinary Shares 0.0%
Value ($000) $6 Shares 131 Est. Cost $38.66 Unrealized +6.3%
PM Philip Morris International Inc Ordinary Shares 0.0%
Value ($000) $6 Shares 68 Est. Cost $84.79 Unrealized +0.2%
PH Parker-Hannifin Corp. Ordinary Shares 0.0%
Value ($000) $6 Shares 11 Est. Cost $498.54 Unrealized 0.0%
WALMART INC. 5.875 27 DUE 04/05/27 0.0%
Value ($000) $6 Shares 6,000 Est. Cost $7.01 Unrealized
FHLC Fidelity Covington Trust Fidelity MSCI Health Care Index ETF 0.0%
Value ($000) $6 Shares 87 Est. Cost $69.91 Unrealized
ACWV ISHARES MSCI GLOBAL MIN VOL FCT ETF 0.0%
Value ($000) $6 Shares 57 Est. Cost $101.72 Unrealized
XSLV INVESCO S&P SMALLCAP LOWVOLATILITY ETF 0.0%
Value ($000) $6 Shares 135 Est. Cost $44.15 Unrealized
Target Corp Ordinary Shares 0.0%
Value ($000) $6 Shares 34 Est. Cost $175.38 Unrealized
GIREX APOLLO DIVERSIFIED RE FD CL A 0.0%
Value ($000) $6 Shares 241 Est. Cost $756.08 Unrealized
TotalEnergies SE ADR 0.0%
Value ($000) $6 Shares 85 Est. Cost $68.93 Unrealized
THE GOLDMAN SACHS VAR 28 DUE 02/28/28 0.0%
Value ($000) $6 Shares 7,000 Est. Cost $0.84 Unrealized
OTIS Otis Worldwide Corp Ordinary Shares 0.0%
Value ($000) $6 Shares 59 Est. Cost $82.19 Unrealized +8.9%
RSPG Invesco Capital Management LLC Invesco S&P 500 Equal Weight Energy ETF 0.0%
Value ($000) $6 Shares 69 Est. Cost $1271.99 Unrealized
CR Crane Co Ordinary Shares 0.0%
Value ($000) $6 Shares 42 Est. Cost $118.64 Unrealized +2.8%
MORGAN STANLEY VAR 28 DUE 07/22/28 0.0%
Value ($000) $6 Shares 6,000 Est. Cost $9.26 Unrealized
FGD FST TST DOW JNS GLBL SELDVD ETF IV 0.0%
Value ($000) $6 Shares 250 Est. Cost $22.26 Unrealized
HST Host Hotels & Resorts Inc Ordinary Shares 0.0%
Value ($000) $6 Shares 275 Est. Cost $17.91 Unrealized +0.9%
ON ON SEMICONDUCTOR CO 0.0%
Value ($000) $6 Shares 77 Est. Cost $75.30 Unrealized +1.7%
LTPZ PIMCO 15 YEAR US TIPS INDEX ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $50.32 Unrealized
BALT Innovator ETFs Trust Innovator Defined Wealth Shield ETF 0.0%
Value ($000) $6 Shares 190 Est. Cost $29.17 Unrealized
ADBE Adobe Inc Ordinary Shares 0.0%
Value ($000) $6 Shares 11 Est. Cost $511.24 Unrealized +12.1%
STRATEGIC REALTY TRUST INC 0.0%
Value ($000) $6 Shares 2,895 Est. Cost $1.91 Unrealized
EME Emcor Group, Inc. Ordinary Shares 0.0%
Value ($000) $6 Shares 16 Est. Cost $267.38 Unrealized 0.0%
TTEK Tetra Tech, Inc. Ordinary Shares 0.0%
Value ($000) $6 Shares 30 Est. Cost $34.64 Unrealized 0.0%
DGX Quest Diagnostics, Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 40 Est. Cost $127.11 Unrealized -1.5%
LEN Lennar Corp. Ordinary Shares - Class A 0.0%
Value ($000) $5 Shares 31 Est. Cost $143.02 Unrealized +2.3%
KR Kroger Co. Ordinary Shares 0.0%
Value ($000) $5 Shares 95 Est. Cost $47.40 Unrealized -0.2%
CGBIX CALVERT GREEN BOND I 0.0%
Value ($000) $5 Shares 381 Est. Cost $269.26 Unrealized
CPIRX COLUMBIA CORPORATE INCOME INST2 0.0%
Value ($000) $5 Shares 585 Est. Cost $9.18 Unrealized
NDAQ Nasdaq Inc Ordinary Shares - 144A 0.0%
Value ($000) $5 Shares 84 Est. Cost $52.51 Unrealized +7.4%
CALIFORNIA ST 5 26GO UTX DUE 09/01/26 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $23.47 Unrealized
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $5 Shares 28 Est. Cost $169.28 Unrealized
DAL Delta Air Lines, Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 109 Est. Cost $39.94 Unrealized +1.3%
AGGY WISDOMTREE YIELD ENHNC US AGGRE ETF 0.0%
Value ($000) $5 Shares 120 Est. Cost $2625.18 Unrealized
CASY Casey s General Stores, Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 17 Est. Cost $193.64 Unrealized +49.4%
MCK Mckesson Corporation Ordinary Shares 0.0%
Value ($000) $5 Shares 10 Est. Cost $478.12 Unrealized +5.3%
AIA BlackRock Institutional Trust Company N.A. iShares Asia 50 ETF 0.0%
Value ($000) $5 Shares 85 Est. Cost $60.98 Unrealized
PGF Invesco Capital Management LLC Invesco Financial Preferred ETF 0.0%
Value ($000) $5 Shares 338 Est. Cost $15.20 Unrealized
EIBLX Eaton Vance Floating Rate Fund Institutional Share 0.0%
Value ($000) $5 Shares 611 Est. Cost $8.42 Unrealized
GWW W.W. Grainger Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 6 Est. Cost $917.50 Unrealized 0.0%
DHS WISDOMTREE US HIGH DIVIDEND ETF 0.0%
Value ($000) $5 Shares 59 Est. Cost $914.48 Unrealized
MET Metlife Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 68 Est. Cost $66.02 Unrealized 0.0%
ELV Elevance Health Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 10 Est. Cost $474.80 Unrealized +1.5%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $5 Shares 123 Est. Cost $40.21 Unrealized
ISRG Intuitive Surgical Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 13 Est. Cost $354.70 Unrealized +6.5%
IDXX Idexx Laboratories, Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 10 Est. Cost $584.07 Unrealized -6.4%
TW Tradeweb Markets Inc Ordinary Shares Cls A 0.0%
Value ($000) $5 Shares 47 Est. Cost $91.23 Unrealized +10.2%
QHY WISDOMTREE US HIGH YIELDBOND ETF 0.0%
Value ($000) $5 Shares 109 Est. Cost $669.71 Unrealized
ELF e.l.f. Beauty Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 25 Est. Cost $177.63 Unrealized 0.0%
DELL Dell Technologies Inc Ordinary Shares - Class C 0.0%
Value ($000) $5 Shares 43 Est. Cost $87.01 Unrealized +4.1%
CAG Conagra Brands Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 166 Est. Cost $26.34 Unrealized -2.4%
UNM Unum Group Ordinary Shares 0.0%
Value ($000) $5 Shares 91 Est. Cost $48.39 Unrealized +0.7%
MWTIX METROPOLITAN WEST TOTAL RETURN BD I 0.0%
Value ($000) $5 Shares 542 Est. Cost $9.20 Unrealized
SFIX STITCH FIX INC CLASS A 0.0%
Value ($000) $5 Shares 1,850 Est. Cost $4.03 Unrealized -23.7%
WHIYX DELAWARE IVY HIGH INCOME FUND CLASS Y 0.0%
Value ($000) $5 Shares 802 Est. Cost $6.06 Unrealized
ShockWave Medical Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 15 Est. Cost $238.43 Unrealized
MORGAN STANLEY 3.625 27 DUE 01/20/27 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $4.55 Unrealized
PG&E CORP 3.15 26 DUE 01/01/26 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $22.26 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $5 Shares 300 Est. Cost $15.93 Unrealized
TNL Travel Leisure Co Ordinary Shares 0.0%
Value ($000) $5 Shares 98 Est. Cost $39.16 Unrealized +0.5%
VTWV Vanguard Group, Inc. Vanguard Russell 2000 Value Index ETF 0.0%
Value ($000) $5 Shares 34 Est. Cost $361.65 Unrealized
FNDX SCHWAB FUNDAMENTAL US LARGE CO ETF 0.0%
Value ($000) $5 Shares 70 Est. Cost $67.39 Unrealized
ARW Arrow Electronics Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 36 Est. Cost $117.60 Unrealized -0.5%
USO United States Commodity Funds LLC United States Oil Fund 0.0%
Value ($000) $5 Shares 59 Est. Cost $70.04 Unrealized
RSPU Invesco Capital Management LLC Invesco S&P 500 Equal Weight Utilities ETF 0.0%
Value ($000) $5 Shares 81 Est. Cost $2912.81 Unrealized
HWM Howmet Aerospace Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 67 Est. Cost $61.00 Unrealized 0.0%
ITRI Itron Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 49 Est. Cost $80.55 Unrealized 0.0%
WTFC Wintrust Financial Corp. Ordinary Shares 0.0%
Value ($000) $5 Shares 44 Est. Cost $96.52 Unrealized 0.0%
Blackrock Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 6 Est. Cost $509.26 Unrealized
VOX Vanguard Group, Inc. Vanguard Communication Services ETF 0.0%
Value ($000) $5 Shares 34 Est. Cost $132.41 Unrealized
JPMORGAN CHASE & CO 0.0%
Value ($000) $4 Shares 176 Est. Cost $3656.79 Unrealized
PHB Invesco Capital Management LLC Invesco Fundamental High Yield Corporate Bond ETF 0.0%
Value ($000) $4 Shares 246 Est. Cost $72.62 Unrealized
AES AES Corp. Ordinary Shares 0.0%
Value ($000) $4 Shares 249 Est. Cost $15.58 Unrealized -2.3%
FCX Freeport-McMoRan Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 95 Est. Cost $40.37 Unrealized -2.4%
VICI VICI Properties Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.89 Unrealized -0.2%
YJUN FT VEST INTERNATNL EQY BUFF ETF 0.0%
Value ($000) $4 Shares 200 Est. Cost $21.24 Unrealized
OZK Bank OZK Ordinary Shares 0.0%
Value ($000) $4 Shares 97 Est. Cost $40.88 Unrealized +1.3%
TOL Toll Brothers Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 34 Est. Cost $108.81 Unrealized 0.0%
RFEM First Trust Exchange-Traded Fund III First Trust RiverFront Dynamic Emerging Markets ETF 0.0%
Value ($000) $4 Shares 72 Est. Cost $61.19 Unrealized
SCHP Schwab Strategic Trust Schwab U.S. Tips ETF 0.0%
Value ($000) $4 Shares 84 Est. Cost $103.64 Unrealized
BSCS Invesco Exchange-Traded Self-Indexed Fund Trust Invesco BulletShares 2028 Corporate Bond ETF 0.0%
Value ($000) $4 Shares 218 Est. Cost $20.11 Unrealized
QFVIX PEAR TREE POLARIS FOREIGN VALUE INSTL 0.0%
Value ($000) $4 Shares 184 Est. Cost $23.00 Unrealized
MPC Marathon Petroleum Corp Ordinary Shares 0.0%
Value ($000) $4 Shares 22 Est. Cost $152.39 Unrealized +7.8%
INDS Pacer Funds Trust Pacer Industrial Real Estate ETF 0.0%
Value ($000) $4 Shares 110 Est. Cost $39.58 Unrealized
HON Honeywell International Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 21 Est. Cost $180.75 Unrealized 0.0%
IHG Intercontinental Hotels Group ADR 0.0%
Value ($000) $4 Shares 42 Est. Cost $1977.74 Unrealized
GLPI Gaming and Leisure Properties Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 94 Est. Cost $97.99 Unrealized
RSPM Invesco Capital Management LLC Invesco S&P 500 Equal Weight Materials ETF 0.0%
Value ($000) $4 Shares 118 Est. Cost $3329.68 Unrealized
BR Broadridge Financial Solutions, Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 21 Est. Cost $158.87 Unrealized +23.1%
WRB W.R. Berkley Corp. Ordinary Shares 0.0%
Value ($000) $4 Shares 48 Est. Cost $50.20 Unrealized +2.5%
PRRIX PIMCO REAL RETURN INSTL 0.0%
Value ($000) $4 Shares 421 Est. Cost $10.04 Unrealized
NXTG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $4 Shares 55 Est. Cost $76.73 Unrealized
PR Permian Resources Corp Ordinary Shares - Class A 0.0%
Value ($000) $4 Shares 236 Est. Cost $14.67 Unrealized 0.0%
VLO Valero Energy Corp. Ordinary Shares 0.0%
Value ($000) $4 Shares 25 Est. Cost $131.50 Unrealized +3.2%
ADP Automatic Data Processing Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 17 Est. Cost $204.23 Unrealized +14.7%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $4 Shares 127 Est. Cost $45.00 Unrealized
NOW ServiceNow Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 6 Est. Cost $142.92 Unrealized +6.0%
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $4 Shares 500 Est. Cost $8.08 Unrealized
MANH Manhattan Associates, Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 17 Est. Cost $238.11 Unrealized 0.0%
AIT Applied Industrial Technologies Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 21 Est. Cost $179.94 Unrealized 0.0%
UBS UBS Group AG Registered Shares 0.0%
Value ($000) $4 Shares 131 Est. Cost $29.52 Unrealized +0.1%
CCBRX COLUMBIA SHORT TERM BOND INST2 0.0%
Value ($000) $4 Shares 416 Est. Cost $9.62 Unrealized
TDG Transdigm Group Incorporated Ordinary Shares 0.0%
Value ($000) $4 Shares 3 Est. Cost $932.74 Unrealized +7.0%
VDE Vanguard Group, Inc. Vanguard Energy ETF 0.0%
Value ($000) $4 Shares 30 Est. Cost $132.70 Unrealized
BMY Bristol-Myers Squibb Co. Ordinary Shares 0.0%
Value ($000) $4 Shares 74 Est. Cost $54.68 Unrealized -15.6%
PGHY Invesco Capital Management LLC Invesco Global ex-US High Yield Corporate Bond ETF 0.0%
Value ($000) $4 Shares 201 Est. Cost $18.58 Unrealized
WEC WEC Energy Group Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 48 Est. Cost $79.61 Unrealized -5.5%
TFC Truist Financial Corporation Ordinary Shares 0.0%
Value ($000) $4 Shares 101 Est. Cost $27.57 Unrealized +21.1%
PICB Invesco Capital Management LLC Invesco International Corporate Bond ETF 0.0%
Value ($000) $4 Shares 175 Est. Cost $22.42 Unrealized
PLTR Palantir Technologies Inc Ordinary Shares - Class A 0.0%
Value ($000) $4 Shares 170 Est. Cost $19.25 Unrealized +10.7%
CPAY Corpay Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 13 Est. Cost $286.94 Unrealized 0.0%
FDN FIRST TRUST INTERNET INDEX CF ETF 0.0%
Value ($000) $4 Shares 19 Est. Cost $186.53 Unrealized
JKHY Jack Henry & Associates, Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 22 Est. Cost $153.56 Unrealized +8.1%
FCNCA First Citizens Bancshares, Inc (NC) Ordinary Shares - Class A 0.0%
Value ($000) $4 Shares 2 Est. Cost $1492.87 Unrealized 0.0%
JPMORGAN CHASE & 6 PFDPFD SER EE 0.0%
Value ($000) $4 Shares 153 Est. Cost $25.18 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $4 Shares 25 Est. Cost $106.89 Unrealized +7.9%
WSO Watsco Inc. Ordinary Shares - Class A 0.0%
Value ($000) $4 Shares 9 Est. Cost $300.89 Unrealized +33.5%
MFEIX MFS GROWTH I 0.0%
Value ($000) $4 Shares 19 Est. Cost $200.21 Unrealized
JHG Janus Henderson Group plc Ordinary Shares 0.0%
Value ($000) $4 Shares 115 Est. Cost $30.17 Unrealized +1.3%
CACI Caci International Inc. Registered Shares - Class A 0.0%
Value ($000) $4 Shares 10 Est. Cost $355.33 Unrealized 0.0%
DTE DTE Energy Co. Ordinary Shares 0.0%
Value ($000) $4 Shares 34 Est. Cost $100.86 Unrealized +0.0%
PSTG Pure Storage Inc Ordinary Shares - Class A 0.0%
Value ($000) $4 Shares 73 Est. Cost $44.65 Unrealized 0.0%
PAG Penske Automotive Group Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 24 Est. Cost $151.15 Unrealized +1.0%
QYLD GLOBAL X FUND GLB X NSDQ100 CVD ETF 0.0%
Value ($000) $4 Shares 209 Est. Cost $228.24 Unrealized
BTI British American Tobacco Plc ADR 0.0%
Value ($000) $4 Shares 122 Est. Cost $30.50 Unrealized
WSC WillScot Mobile Mini Holdings Corp Ordinary Shares 0.0%
Value ($000) $4 Shares 80 Est. Cost $45.43 Unrealized +2.3%
VFSUX VANGUARD SHORT-TERM INVESTMENT-GRADE ADM 0.0%
Value ($000) $4 Shares 363 Est. Cost $10.22 Unrealized
PYPL PAYPAL HOLDINGS INCORPOR 0.0%
Value ($000) $4 Shares 55 Est. Cost $65.95 Unrealized -7.1%
HEI Heico Corp. Ordinary Shares 0.0%
Value ($000) $4 Shares 20 Est. Cost $185.60 Unrealized 0.0%
MCO Moody s Corp. Ordinary Shares 0.0%
Value ($000) $4 Shares 10 Est. Cost $380.01 Unrealized 0.0%
MEIIX MFS VALUE I 0.0%
Value ($000) $4 Shares 71 Est. Cost $51.61 Unrealized
AIZ Assurant Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 20 Est. Cost $163.74 Unrealized +3.4%
XJUN FT VST US EQY EHNC MDRT BUF ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $35.13 Unrealized
WYNN Wynn Resorts Ltd. Ordinary Shares 0.0%
Value ($000) $4 Shares 35 Est. Cost $97.33 Unrealized 0.0%
Laboratory Corp. Of America Holdings Ordinary Shares 0.0%
Value ($000) $4 Shares 17 Est. Cost $208.35 Unrealized
CPXRX COLUMBIA MID CAP INDEX INST2 0.0%
Value ($000) $4 Shares 218 Est. Cost $14.69 Unrealized
CWT California Water Service Group Ordinary Shares 0.0%
Value ($000) $3 Shares 76 Est. Cost $44.44 Unrealized 0.0%
EG Everest Group Ltd Ordinary Shares 0.0%
Value ($000) $3 Shares 9 Est. Cost $363.59 Unrealized 0.0%
NHHS NORTHSTAR HEALTHCARE INCOME INC 0.0%
Value ($000) $3 Shares 1,322 Est. Cost $0.72 Unrealized 0.0%
SDVY FIRST TRUST SMID CAP RISING DIVI ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $32.77 Unrealized
EXAS Exact Sciences Corp. Ordinary Shares 0.0%
Value ($000) $3 Shares 50 Est. Cost $64.14 Unrealized -1.4%
AJG Arthur J. Gallagher & Co. Ordinary Shares 0.0%
Value ($000) $3 Shares 14 Est. Cost $163.64 Unrealized +44.5%
NDSN Nordson Corp. Ordinary Shares 0.0%
Value ($000) $3 Shares 12 Est. Cost $254.03 Unrealized 0.0%
UNP Union Pacific Corp. Ordinary Shares 0.0%
Value ($000) $3 Shares 14 Est. Cost $206.00 Unrealized +14.4%
BUFF Innovator ETFs Trust II Innovator Laddered Allocation Power Buffer ETF 0.0%
Value ($000) $3 Shares 82 Est. Cost $41.98 Unrealized
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $3 Shares 13 Est. Cost $211.21 Unrealized +17.3%
DXCM Dexcom Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 24 Est. Cost $123.72 Unrealized +1.6%
WBD WARNER BROTHERS DISCOVER 0.0%
Value ($000) $3 Shares 392 Est. Cost $12.00 Unrealized -19.7%
PFF BlackRock Institutional Trust Company N.A. iShares Trust iShares Preferred and Income Securities ETF 0.0%
Value ($000) $3 Shares 106 Est. Cost $65.59 Unrealized
Arista Networks Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 12 Est. Cost $282.92 Unrealized
MLI Mueller Industries, Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 62 Est. Cost $48.29 Unrealized 0.0%
C Citigroup Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 53 Est. Cost $52.53 Unrealized 0.0%
CSX CSX Corp. Ordinary Shares 0.0%
Value ($000) $3 Shares 91 Est. Cost $33.27 Unrealized +6.6%
AWR American States Water Co. Ordinary Shares 0.0%
Value ($000) $3 Shares 47 Est. Cost $71.25 Unrealized 0.0%
UTHR United Therapeutics Corp Ordinary Shares 0.0%
Value ($000) $3 Shares 14 Est. Cost $225.66 Unrealized 0.0%
AKAM Akamai Technologies Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 31 Est. Cost $113.34 Unrealized +1.7%
RSPR Invesco Capital Management LLC Invesco S&P 500 Equal Weight Real Estate ETF 0.0%
Value ($000) $3 Shares 102 Est. Cost $616.61 Unrealized
HTO SJW Group Ordinary Shares 0.0%
Value ($000) $3 Shares 59 Est. Cost $59.34 Unrealized 0.0%
MDLZ Mondelez International Inc. Ordinary Shares - Class A 0.0%
Value ($000) $3 Shares 47 Est. Cost $68.02 Unrealized +1.3%
RSHRX COLUMBIA HIGH YIELD BOND INST2 0.0%
Value ($000) $3 Shares 309 Est. Cost $10.79 Unrealized
LRLCF L OREAL ORDF 0.0%
Value ($000) $3 Shares 7 Est. Cost $443.04 Unrealized +7.8%
VOYA FINL, IN 5.35 PFDPFD SER B 0.0%
Value ($000) $3 Shares 140 Est. Cost $23.65 Unrealized
GEN Gen Digital Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 148 Est. Cost $21.55 Unrealized -0.6%
CAPITAL ONE FINL 5 PFDPFD SER I 0.0%
Value ($000) $3 Shares 160 Est. Cost $20.46 Unrealized
DMXF ISHARES ESG ADVANCED MSCI EAF ETF IV 0.0%
Value ($000) $3 Shares 48 Est. Cost $264.79 Unrealized
BJ BJ s Wholesale Club Holdings Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 42 Est. Cost $69.66 Unrealized +0.1%
LHX L3Harris Technologies Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 15 Est. Cost $208.46 Unrealized -3.0%
FISV Fiserv, Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 20 Est. Cost $145.64 Unrealized 0.0%
RF Regions Financial Corp. Ordinary Shares 0.0%
Value ($000) $3 Shares 152 Est. Cost $17.53 Unrealized -0.8%
REGIONS FINL C 5.7 PFDPFD SER C 0.0%
Value ($000) $3 Shares 136 Est. Cost $23.60 Unrealized
MMYT MakeMyTrip Ltd Ordinary Shares 0.0%
Value ($000) $3 Shares 45 Est. Cost $56.89 Unrealized 0.0%
SNX TD Synnex Corp Ordinary Shares 0.0%
Value ($000) $3 Shares 28 Est. Cost $101.09 Unrealized -0.0%
ADI Analog Devices Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 17 Est. Cost $182.96 Unrealized +1.8%
DVA DaVita Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 23 Est. Cost $116.83 Unrealized +2.7%
FAST Fastenal Co. Ordinary Shares 0.0%
Value ($000) $3 Shares 41 Est. Cost $26.14 Unrealized +30.0%
CTRA Coterra Energy Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 112 Est. Cost $24.04 Unrealized -0.1%
WIT Wipro Ltd. ADR 0.0%
Value ($000) $3 Shares 539 Est. Cost $5.87 Unrealized
VYMI VANGUARD INTERNATNL HGH DIV YLD ETF 0.0%
Value ($000) $3 Shares 45 Est. Cost $3473.77 Unrealized
JANUS HENDERSON GLOBAL B 0.0%
Value ($000) $3 Shares 385 Est. Cost $7.97 Unrealized
CCI Crown Castle Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 30 Est. Cost $102.41 Unrealized -4.6%
GBDC Golub Capital BDC Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 182 Est. Cost $12.55 Unrealized +0.1%
ZBH Zimmer Biomet Holdings Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 23 Est. Cost $122.72 Unrealized -0.1%
SANM Sanmina Corp Ordinary Shares 0.0%
Value ($000) $3 Shares 48 Est. Cost $58.14 Unrealized 0.0%
REGN Regeneron Pharmaceuticals, Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 3 Est. Cost $740.48 Unrealized +27.7%
FN Fabrinet Ordinary Shares 0.0%
Value ($000) $3 Shares 16 Est. Cost $200.60 Unrealized 0.0%
ETR Entergy Corp. Ordinary Shares 0.0%
Value ($000) $3 Shares 28 Est. Cost $47.68 Unrealized 0.0%
AER Aercap Holdings N.V. Ordinary Shares 0.0%
Value ($000) $3 Shares 34 Est. Cost $72.55 Unrealized +6.6%
KEYS Keysight Technologies Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 19 Est. Cost $161.10 Unrealized -4.5%
MGM MGM Resorts International Ordinary Shares 0.0%
Value ($000) $3 Shares 62 Est. Cost $43.73 Unrealized 0.0%
AVT Avnet Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 59 Est. Cost $43.99 Unrealized +1.3%
GPK Graphic Packaging Holding Co Ordinary Shares 0.0%
Value ($000) $3 Shares 101 Est. Cost $26.15 Unrealized 0.0%
USHY ISHARES BROAD USD HG YLDCRP BND ETF 0.0%
Value ($000) $3 Shares 80 Est. Cost $612.37 Unrealized
PLD Prologis Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 22 Est. Cost $101.32 Unrealized +20.7%
BLMN Bloomin Brands Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 100 Est. Cost $24.53 Unrealized 0.0%
KEYCORP 6.2 PFDPFD SER H 0.0%
Value ($000) $3 Shares 124 Est. Cost $22.91 Unrealized
STM ST Microelectronics New York Shares 0.0%
Value ($000) $3 Shares 66 Est. Cost $2139.62 Unrealized
UEC Uranium Energy Corp Ordinary Shares 0.0%
Value ($000) $3 Shares 420 Est. Cost $7.06 Unrealized 0.0%
COMCAST CORP 3.15 28 DUE 02/15/28 0.0%
Value ($000) $3 Shares 3,000 Est. Cost $14.14 Unrealized
ORACLE CORP 3.25 27 DUE 11/15/27 0.0%
Value ($000) $3 Shares 3,000 Est. Cost $163.16 Unrealized
CMDT Pimco Exchange Traded Fund PIMCO Commodity Strategy Active Exchange-Traded Fund 0.0%
Value ($000) $3 Shares 104 Est. Cost $27.07 Unrealized
AMT AMERN TOWER CORP REIT 0.0%
Value ($000) $3 Shares 14 Est. Cost $226.34 Unrealized -17.8%
VSNGX JPMORGAN MID CAP EQUITY I 0.0%
Value ($000) $3 Shares 44 Est. Cost $63.16 Unrealized
SNEX StoneX Group Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 39 Est. Cost $45.03 Unrealized 0.0%
LBNYX LORD ABBETT BOND-DEBENTURE I 0.0%
Value ($000) $3 Shares 390 Est. Cost $7.04 Unrealized
VRT Vertiv Holdings Co Ordinary Shares - Class A 0.0%
Value ($000) $3 Shares 34 Est. Cost $62.67 Unrealized 0.0%
BDX Becton Dickinson & Co. Ordinary Shares 0.0%
Value ($000) $3 Shares 11 Est. Cost $237.21 Unrealized -2.8%
APO Apollo Global Management Inc Ordinary Shares - Class A (New) 0.0%
Value ($000) $3 Shares 24 Est. Cost $102.73 Unrealized 0.0%
Pioneer Natural Resources Co. Ordinary Shares 0.0%
Value ($000) $3 Shares 11 Est. Cost $492.56 Unrealized
MAA Mid-America Apartment Communities, Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 21 Est. Cost $120.75 Unrealized 0.0%
TPG TPG Inc Ordinary Shares - Class A 0.0%
Value ($000) $3 Shares 60 Est. Cost $42.85 Unrealized 0.0%
FTA FIRST TR LRG CP VAL ALPHADEX ETF 0.0%
Value ($000) $3 Shares 35 Est. Cost $70.84 Unrealized
IAU BlackRock Institutional Trust Company N.A. iShares Gold Trust 0.0%
Value ($000) $3 Shares 63 Est. Cost $2972.01 Unrealized
BG Bunge Global SA Ordinary Shares 0.0%
Value ($000) $3 Shares 26 Est. Cost $88.58 Unrealized -0.4%
BCE BCE INC F 0.0%
Value ($000) $3 Shares 78 Est. Cost $32.49 Unrealized 0.0%
IBKR Interactive Brokers Group Inc Ordinary Shares - Class A 0.0%
Value ($000) $3 Shares 23 Est. Cost $24.63 Unrealized 0.0%
QQEW FT N100 EW ETF DV 0.0%
Value ($000) $3 Shares 21 Est. Cost $117.45 Unrealized
CBRE CBRE Group Inc Ordinary Shares - Class A 0.0%
Value ($000) $3 Shares 27 Est. Cost $88.14 Unrealized +1.9%
ITT ITT Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 19 Est. Cost $117.70 Unrealized +5.4%
SNY Sanofi ADR 0.0%
Value ($000) $3 Shares 52 Est. Cost $18.20 Unrealized
EMGNX ALLSPRING EMERGING MARKETS EQUITY INST 0.0%
Value ($000) $3 Shares 98 Est. Cost $25.59 Unrealized
ALB Albemarle Corp. Ordinary Shares 0.0%
Value ($000) $3 Shares 19 Est. Cost $125.97 Unrealized -5.7%
FLOT BlackRock Institutional Trust Company N.A. iShares Floating Rate Bond ETF 0.0%
Value ($000) $3 Shares 49 Est. Cost $51.06 Unrealized
STE Steris Plc Ordinary Shares 0.0%
Value ($000) $2 Shares 11 Est. Cost $217.42 Unrealized +2.1%
FIFTH THIRD 6.625 PFDPFD SER I 0.0%
Value ($000) $2 Shares 98 Est. Cost $25.26 Unrealized
SCHE Schwab Strategic Trust Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $2 Shares 98 Est. Cost $25.23 Unrealized
BN Brookfield Corporation Ordinary Shares - Class A 0.0%
Value ($000) $2 Shares 59 Est. Cost $26.63 Unrealized 0.0%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $2 Shares 19 Est. Cost $115.37 Unrealized -1.1%
CHD Church & Dwight Co., Inc. Ordinary Shares 0.0%
Value ($000) $2 Shares 23 Est. Cost $97.81 Unrealized 0.0%
EWG BlackRock Institutional Trust Company N.A. iShares MSCI Germany ETF 0.0%
Value ($000) $2 Shares 76 Est. Cost $31.77 Unrealized
POOL Pool Corporation Ordinary Shares 0.0%
Value ($000) $2 Shares 6 Est. Cost $369.55 Unrealized +2.8%
RJF Raymond James Financial, Inc. Ordinary Shares 0.0%
Value ($000) $2 Shares 19 Est. Cost $109.59 Unrealized +3.5%
FBP First Bancorp PR Ordinary Shares 0.0%
Value ($000) $2 Shares 134 Est. Cost $15.69 Unrealized 0.0%
EHC Encompass Health Corp Ordinary Shares 0.0%
Value ($000) $2 Shares 29 Est. Cost $67.36 Unrealized +7.3%
NPSRX Nuveen Preferred Securities and Income Fund Class I 0.0%
Value ($000) $2 Shares 153 Est. Cost $62.45 Unrealized
CNXC Concentrix Corp. Ordinary Shares 0.0%
Value ($000) $2 Shares 35 Est. Cost $84.53 Unrealized -9.0%
DUK Duke Energy Corp. Ordinary Shares 0.0%
Value ($000) $2 Shares 24 Est. Cost $88.45 Unrealized 0.0%
SIG Signet Jewelers Ltd Ordinary Shares 0.0%
Value ($000) $2 Shares 23 Est. Cost $97.58 Unrealized 0.0%
US TREASURY 2.875 11/46UST BOND DUE 11/15/46 0.0%
Value ($000) $2 Shares 3,000 Est. Cost $17.98 Unrealized
AMKR AMKOR Technology Inc. Ordinary Shares 0.0%
Value ($000) $2 Shares 72 Est. Cost $30.50 Unrealized 0.0%
THE ALLSTATE 7.375 PFDPFD SER J 0.0%
Value ($000) $2 Shares 86 Est. Cost $26.85 Unrealized
TME Tencent Music Entertainment Group ADR 0.0%
Value ($000) $2 Shares 206 Est. Cost $11.17 Unrealized
PCY Invesco Capital Management LLC Invesco Emerging Markets Sovereign Debt ETF 0.0%
Value ($000) $2 Shares 112 Est. Cost $18.02 Unrealized
WELL Welltower Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 25 Est. Cost $78.14 Unrealized +11.6%
COO Cooper Companies, Inc. Ordinary Shares 0.0%
Value ($000) $2 Shares 23 Est. Cost $96.75 Unrealized 0.0%
EGO Eldorado Gold Corp. Ordinary Shares 0.0%
Value ($000) $2 Shares 162 Est. Cost $12.16 Unrealized 0.0%
OGE Oge Energy Corp. Ordinary Shares 0.0%
Value ($000) $2 Shares 66 Est. Cost $33.57 Unrealized 0.0%
OC Owens Corning Ordinary Shares 0.0%
Value ($000) $2 Shares 14 Est. Cost $152.55 Unrealized 0.0%
STN Stantec Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 27 Est. Cost $60.21 Unrealized
HUBB Hubbell Inc. Ordinary Shares 0.0%
Value ($000) $2 Shares 5 Est. Cost $353.24 Unrealized 0.0%
ROP Roper Technologies Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 4 Est. Cost $480.78 Unrealized +12.1%
EQIX Equinix Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 3 Est. Cost $620.57 Unrealized +30.1%
CNP Centerpoint Energy Inc. Ordinary Shares 0.0%
Value ($000) $2 Shares 79 Est. Cost $26.82 Unrealized -0.5%
VERI Veritone Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 420 Est. Cost $2.36 Unrealized 0.0%
DOW Dow Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 38 Est. Cost $46.24 Unrealized +5.9%
Amcor Plc Ordinary Shares 0.0%
Value ($000) $2 Shares 230 Est. Cost $8.72 Unrealized 0.0%
SLB Schlumberger Ltd. Ordinary Shares 0.0%
Value ($000) $2 Shares 40 Est. Cost $47.23 Unrealized +1.3%
VRSN Verisign Inc. Ordinary Shares 0.0%
Value ($000) $2 Shares 11 Est. Cost $218.82 Unrealized -11.0%
KHC Kraft Heinz Co Ordinary Shares 0.0%
Value ($000) $2 Shares 58 Est. Cost $31.53 Unrealized +4.0%
Ansys Inc. Registered Shares 0.0%
Value ($000) $2 Shares 6 Est. Cost $356.83 Unrealized
OBDC Blue Owl Capital Corp Ordinary Shares 0.0%
Value ($000) $2 Shares 139 Est. Cost $11.99 Unrealized +0.2%
CRWD Crowdstrike Holdings Inc Ordinary Shares - Class A 0.0%
Value ($000) $2 Shares 7 Est. Cost $306.18 Unrealized 0.0%
GSK GSK Plc ADR 0.0%
Value ($000) $2 Shares 49 Est. Cost $644.83 Unrealized
LOGI Logitech International S.A. Ordinary Shares 0.0%
Value ($000) $2 Shares 24 Est. Cost $81.45 Unrealized +6.4%
IBN ICICI Bank Ltd. ADR 0.0%
Value ($000) $2 Shares 80 Est. Cost $384.43 Unrealized
EVTC Evertec Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 53 Est. Cost $34.82 Unrealized +12.2%
FTLS First Trust Exchange-Traded Fund III First Trust Long/Short Equity ETF 0.0%
Value ($000) $2 Shares 34 Est. Cost $56.26 Unrealized
BGSIX BlackRock Technology Opportunities Fund. Inst Class 0.0%
Value ($000) $2 Shares 32 Est. Cost $65.13 Unrealized
VRSK Verisk Analytics Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 10 Est. Cost $207.11 Unrealized +14.5%
PODD Insulet Corporation Ordinary Shares 0.0%
Value ($000) $2 Shares 13 Est. Cost $186.49 Unrealized 0.0%
SWAN Amplify ETF Trust Amplify BlackSwan Growth & Treasury Core ETF 0.0%
Value ($000) $2 Shares 74 Est. Cost $27.85 Unrealized
BSJO Invesco Capital Management LLC Invesco BulletShares 2024 High Yield Corporate Bond ETF 0.0%
Value ($000) $2 Shares 91 Est. Cost $28.63 Unrealized
BANK AMERICA COR 6 PFDPFD SER GG 0.0%
Value ($000) $2 Shares 82 Est. Cost $25.12 Unrealized
VEOEY Veolia Environnement S.A. ADR 0.0%
Value ($000) $2 Shares 125 Est. Cost $819.13 Unrealized
DB Deutsche Bank AG Registered Shares 0.0%
Value ($000) $2 Shares 129 Est. Cost $12.93 Unrealized 0.0%
CVS CVS Health Corp Ordinary Shares 0.0%
Value ($000) $2 Shares 25 Est. Cost $71.55 Unrealized -1.0%
QLD ProShares Trust ProShares Ultra QQQ 2x Shares 0.0%
Value ($000) $2 Shares 22 Est. Cost $90.55 Unrealized
THE GOLDMAN SACH 3.85 24 DUE 07/08/24 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $16.75 Unrealized
APOLLO GLOBAL 7.625 PFD DUE 09/15/53SUBJ TO XTRO REDEMPTION 0.0%
Value ($000) $2 Shares 75 Est. Cost $26.45 Unrealized
DASTY Dassault Systemes SA ADR 0.0%
Value ($000) $2 Shares 44 Est. Cost $3055.48 Unrealized
VERIZON COMMUNICA 3.5 24 DUE 11/01/24 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $59.29 Unrealized
GILEAD SCIENCES, 3.5 25 DUE 02/01/25 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $43.96 Unrealized
DEM WISDOMTREE EMRG MRKT HG DIV ETF 0.0%
Value ($000) $2 Shares 47 Est. Cost $1082.89 Unrealized
KEYCORP 6.125 PFDPFD SER E 0.0%
Value ($000) $2 Shares 82 Est. Cost $23.94 Unrealized
SHELL INTERNTNL3.25 25F DUE 05/11/25 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $122.15 Unrealized
CW Curtiss-Wright Corp. Ordinary Shares 0.0%
Value ($000) $2 Shares 8 Est. Cost $222.75 Unrealized +3.9%
EQUITABLE HLD 5.25 PFDPFD SER A 0.0%
Value ($000) $2 Shares 85 Est. Cost $22.84 Unrealized
APPLE INC. 3.25 26 DUE 02/23/26 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $49.83 Unrealized
BVN Compania de Minas Buenaventura S.A. ADR 0.0%
Value ($000) $2 Shares 122 Est. Cost $15.89 Unrealized
FEMS FT EMRGING MKTS SML CAP ALPHADEX ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $38.44 Unrealized
EIPCX Parametric Commodity Strategy Fd USD Cls I 0.0%
Value ($000) $2 Shares 308 Est. Cost $141.05 Unrealized
ROK Rockwell Automation Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 7 Est. Cost $278.76 Unrealized 0.0%
SSHIX ALLSPRING SHORT-TERM BD PL INST 0.0%
Value ($000) $2 Shares 226 Est. Cost $8.44 Unrealized
JPMORGAN CHASE & 2.95 26 DUE 10/01/26 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $70.90 Unrealized
GILEAD SCIENCES, 2.95 27 DUE 03/01/27 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $47.24 Unrealized
AIR LEASE COR 6.15 PFDPFD SER A 0.0%
Value ($000) $2 Shares 73 Est. Cost $25.95 Unrealized
DDOG Datadog Inc Ordinary Shares - Class A 0.0%
Value ($000) $2 Shares 16 Est. Cost $125.70 Unrealized 0.0%
CISCO SYSTEMS, IN 2.5 26 DUE 09/20/26 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $94.87 Unrealized
BANK AMERICA 5.375 PFDPFD SER KK 0.0%
Value ($000) $2 Shares 79 Est. Cost $23.95 Unrealized
STAG STAG Industrial Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 49 Est. Cost $36.71 Unrealized
PEPSICO, INC. 2.375 26 DUE 10/06/26 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $88.56 Unrealized
HUNTINGTON B 6.875 PFDPFD SER J 0.0%
Value ($000) $2 Shares 77 Est. Cost $24.45 Unrealized
CITIGROUP IN 7.125 PFD PAR EFF: 03/29/2024 0.0%
Value ($000) $2 Shares 75 Est. Cost $25.08 Unrealized
ICE Intercontinental Exchange Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 14 Est. Cost $129.35 Unrealized +0.3%
REINSURANCE GRO 5.75 PFD DUE 06/15/56SUBJ TO XTRO REDEMPTION 0.0%
Value ($000) $2 Shares 75 Est. Cost $25.00 Unrealized
THE HOME DEPOT, 2.125 26 DUE 09/15/26 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $9.72 Unrealized
IFNNY Infineon Technologies AG ADR 0.0%
Value ($000) $2 Shares 55 Est. Cost $1664.44 Unrealized
REINSURANCE GR 7.125 PFD DUE 10/15/52SUBJ TO XTRO REDEMPTION 0.0%
Value ($000) $2 Shares 72 Est. Cost $25.89 Unrealized
CAE Cae Inc. Ordinary Shares 0.0%
Value ($000) $2 Shares 90 Est. Cost $21.85 Unrealized -8.1%
Skechers U S A, Inc. Ordinary Shares - Class A 0.0%
Value ($000) $2 Shares 30 Est. Cost $60.60 Unrealized
RGA Reinsurance Group Of America, Inc. Ordinary Shares 0.0%
Value ($000) $2 Shares 10 Est. Cost $167.91 Unrealized +3.9%
MORGAN STANL 6.875 PFDPFD SER F 0.0%
Value ($000) $2 Shares 73 Est. Cost $25.16 Unrealized
JAZZ Jazz Pharmaceuticals plc Ordinary Shares 0.0%
Value ($000) $2 Shares 15 Est. Cost $131.68 Unrealized -7.0%
HOLX Hologic, Inc. Ordinary Shares 0.0%
Value ($000) $2 Shares 24 Est. Cost $74.39 Unrealized 0.0%
SOUN SoundHound AI Inc Ordinary Shares - Class A 0.0%
Value ($000) $2 Shares 307 Est. Cost $3.96 Unrealized 0.0%
LYG Lloyds Banking Group plc ADR 0.0%
Value ($000) $2 Shares 698 Est. Cost $6.09 Unrealized
GL Globe Life Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 15 Est. Cost $118.26 Unrealized +1.9%
DOV Dover Corp. Ordinary Shares 0.0%
Value ($000) $2 Shares 10 Est. Cost $154.19 Unrealized +2.2%
BWA BorgWarner Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 52 Est. Cost $32.59 Unrealized -2.3%
ATHENE HOLDI 6.375 PFDPFD SER C 0.0%
Value ($000) $2 Shares 72 Est. Cost $24.86 Unrealized
MS Morgan Stanley Ordinary Shares 0.0%
Value ($000) $2 Shares 19 Est. Cost $82.28 Unrealized +1.1%
CITIZENS FINL 6.35 PFDPFD SER D 0.0%
Value ($000) $2 Shares 70 Est. Cost $25.36 Unrealized
ATKR Atkore Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 9 Est. Cost $154.45 Unrealized 0.0%
MSM MSC Industrial Direct Co., Inc. Ordinary Shares - Class A 0.0%
Value ($000) $2 Shares 18 Est. Cost $96.99 Unrealized +1.1%
AVY Avery Dennison Corp. Ordinary Shares 0.0%
Value ($000) $2 Shares 8 Est. Cost $196.73 Unrealized +1.7%
MORGAN STANLE 7.75 PFDPFD 0.0%
Value ($000) $2 Shares 70 Est. Cost $25.26 Unrealized
CLX Clorox Co. Ordinary Shares 0.0%
Value ($000) $2 Shares 12 Est. Cost $140.49 Unrealized -0.3%
PPC Pilgrim s Pride Corp. Ordinary Shares 0.0%
Value ($000) $2 Shares 51 Est. Cost $29.99 Unrealized 0.0%
JFLEX JANUS HENDERSON FLEXIBLE BOND I 0.0%
Value ($000) $2 Shares 189 Est. Cost $9.48 Unrealized
FXI BlackRock Institutional Trust Company N.A. iShares China Large-Cap ETF 0.0%
Value ($000) $2 Shares 73 Est. Cost $24.07 Unrealized
XRT SPDR Series Trust SPDR Retail ETF 0.0%
Value ($000) $2 Shares 23 Est. Cost $76.35 Unrealized
TTWO Take-Two Interactive Software, Inc. Ordinary Shares 0.0%
Value ($000) $2 Shares 12 Est. Cost $151.17 Unrealized +2.7%
ZBRA Zebra Technologies Corp. Ordinary Shares - Class A 0.0%
Value ($000) $2 Shares 6 Est. Cost $270.21 Unrealized -1.0%
MFDX Pimco Equity Series PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0%
Value ($000) $2 Shares 57 Est. Cost $30.51 Unrealized
OKTA Okta Inc Ordinary Shares - Class A 0.0%
Value ($000) $2 Shares 17 Est. Cost $92.24 Unrealized 0.0%
SPMFX Symmetry Panoramic Municipal Fixed Income Fund Class I Shares 0.0%
Value ($000) $2 Shares 174 Est. Cost $9.98 Unrealized
DBO Invesco DB Multi-Sector Commodity Trust Invesco DB Oil Fund 0.0%
Value ($000) $2 Shares 111 Est. Cost $15.50 Unrealized
PUBLIC STORAGE 5.6 PFDPFD SER H 0.0%
Value ($000) $2 Shares 70 Est. Cost $24.54 Unrealized
BK Bank Of New York Mellon Corp Ordinary Shares 0.0%
Value ($000) $2 Shares 30 Est. Cost $52.67 Unrealized 0.0%
HDMV FT HRZN MNG VOL DEV INTER ETF 0.0%
Value ($000) $2 Shares 58 Est. Cost $28.83 Unrealized
AEE Ameren Corp. Ordinary Shares 0.0%
Value ($000) $2 Shares 23 Est. Cost $68.46 Unrealized -2.2%
PGR Progressive Corp. Ordinary Shares 0.0%
Value ($000) $2 Shares 8 Est. Cost $161.49 Unrealized +5.6%
FNY FIRST TR MID CAP GROWTH ALPHADEX ETF 0.0%
Value ($000) $2 Shares 22 Est. Cost $68.13 Unrealized
ESLT Elbit Systems Ltd. Ordinary Shares 0.0%
Value ($000) $2 Shares 8 Est. Cost $204.97 Unrealized 0.0%
SYIEY Symrise AG ADR 0.0%
Value ($000) $2 Shares 56 Est. Cost $29.55 Unrealized
NGG National Grid Plc ADR 0.0%
Value ($000) $2 Shares 24 Est. Cost $68.92 Unrealized
GII SSgA Active Trust SPDR S&P Global Infrastructure ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $54.97 Unrealized
ATHENE HOLDIN 6.35 PFDPFD SER A 0.0%
Value ($000) $2 Shares 69 Est. Cost $23.83 Unrealized
TRUIST FINL C 4.75 PFDPFD SER R 0.0%
Value ($000) $2 Shares 77 Est. Cost $21.30 Unrealized
Discover Financial Services Ordinary Shares 0.0%
Value ($000) $2 Shares 12 Est. Cost $135.42 Unrealized
RRX Regal Rexnord Corp Ordinary Shares 0.0%
Value ($000) $2 Shares 9 Est. Cost $155.77 Unrealized 0.0%
PRUDENTIAL FINL 5.95 PFD DUE 09/01/62SUBJ TO XTRO REDEMPTION 0.0%
Value ($000) $2 Shares 63 Est. Cost $25.65 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $2 Shares 37 Est. Cost $36.43 Unrealized -2.0%
BKR Baker Hughes Co Ordinary Shares - Class A 0.0%
Value ($000) $2 Shares 48 Est. Cost $28.29 Unrealized +4.5%
LW Lamb Weston Holdings Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 15 Est. Cost $99.79 Unrealized 0.0%
MELI MercadoLibre Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 1 Est. Cost $1228.32 Unrealized +33.2%
IHF BlackRock Institutional Trust Company N.A. iShares U.S. Healthcare Providers ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $53.03 Unrealized
YMAR FT VEST INTERNTNL EQY BUFF ETF 0.0%
Value ($000) $2 Shares 68 Est. Cost $23.28 Unrealized
SCE TRUST VII 7.5 PFDPFD 0.0%
Value ($000) $2 Shares 59 Est. Cost $26.63 Unrealized
TJX TJX Companies, Inc. Ordinary Shares 0.0%
Value ($000) $2 Shares 16 Est. Cost $94.62 Unrealized 0.0%
SPHY SPDR Series Trust SPDR Portfolio High Yield Bond ETF 0.0%
Value ($000) $2 Shares 66 Est. Cost $44.97 Unrealized
NFRA FlexShares Trust FlexShares STOXX Global Broad Infrastructure Index Fund 0.0%
Value ($000) $2 Shares 29 Est. Cost $53.86 Unrealized
VFIJX VANGUARD GNMA ADM 0.0%
Value ($000) $2 Shares 166 Est. Cost $9.37 Unrealized
AIR TRANS SVCS GROUP 0.0%
Value ($000) $2 Shares 113 Est. Cost $17.53 Unrealized
CUTRX COLUMBIA US TREASURY INDEX INST2 0.0%
Value ($000) $2 Shares 157 Est. Cost $10.05 Unrealized
PCG PG&E Corp. Ordinary Shares 0.0%
Value ($000) $2 Shares 92 Est. Cost $16.58 Unrealized 0.0%
USFD US Foods Holding Corp Ordinary Shares 0.0%
Value ($000) $2 Shares 28 Est. Cost $48.16 Unrealized +2.3%
BMRN Biomarin Pharmaceutical Inc. Registered Shares 0.0%
Value ($000) $2 Shares 17 Est. Cost $84.10 Unrealized +6.5%
CEKRX COLUMBIA EMERGING MARKETS INST2 0.0%
Value ($000) $2 Shares 118 Est. Cost $12.64 Unrealized
LMBS First Trust Exchange-Traded Fund III First Trust Low Duration Opportunities ETF 0.0%
Value ($000) $2 Shares 31 Est. Cost $3402.30 Unrealized
ISTB BlackRock Institutional Trust Company N.A. iShares Core 1-5 Year USD Bond ETF 0.0%
Value ($000) $2 Shares 31 Est. Cost $1305.03 Unrealized
FTSD Franklin Templeton ETF Trust Franklin Short Duration U.S. Government ETF 0.0%
Value ($000) $1 Shares 17 Est. Cost $793.01 Unrealized
FLRN SPDR Series Trust SPDR Bloomberg Investment Grade Floating Rate ETF 0.0%
Value ($000) $1 Shares 48 Est. Cost $11004.35 Unrealized
BXP Boston Properties, Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 23 Est. Cost $59.55 Unrealized 0.0%
NOK Nokia Corp ADR 0.0%
Value ($000) $1 Shares 415 Est. Cost $3.54 Unrealized
CEG Constellation Energy Corporation Ordinary Shares 0.0%
Value ($000) $1 Shares 8 Est. Cost $140.32 Unrealized 0.0%
GIB CGI Inc Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 14 Est. Cost $95.09 Unrealized +17.0%
STLA Stellantis N.V Ordinary Shares 0.0%
Value ($000) $1 Shares 52 Est. Cost $16.46 Unrealized
ULTA Ulta Beauty Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 3 Est. Cost $516.50 Unrealized 0.0%
AGO Assured Guaranty Ltd Ordinary Shares 0.0%
Value ($000) $1 Shares 17 Est. Cost $82.46 Unrealized 0.0%
BBAR BBVA Argentina ADR 0.0%
Value ($000) $1 Shares 168 Est. Cost $49.40 Unrealized
LFUS Littelfuse, Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 6 Est. Cost $240.27 Unrealized 0.0%
CCJ Cameco Corp. Ordinary Shares 0.0%
Value ($000) $1 Shares 33 Est. Cost $43.66 Unrealized 0.0%
DOC Healthpeak Properties Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 75 Est. Cost $16.13 Unrealized 0.0%
AVB Avalonbay Communities Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 8 Est. Cost $168.18 Unrealized -0.1%
DUKE ENERGY C 5.75 PFDPFD SER A 0.0%
Value ($000) $1 Shares 57 Est. Cost $24.84 Unrealized
DECK Deckers Outdoor Corp. Ordinary Shares 0.0%
Value ($000) $1 Shares 2 Est. Cost $138.61 Unrealized 0.0%
BIIB Biogen Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 7 Est. Cost $247.91 Unrealized -5.5%
PRUDENTIAL FIN 5.625 PFD DUE 08/15/58SUBJ TO XTRO REDEMPTION 0.0%
Value ($000) $1 Shares 56 Est. Cost $25.04 Unrealized
VTR Ventas Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 32 Est. Cost $42.11 Unrealized +1.4%
POR Portland General Electric Co Ordinary Shares 0.0%
Value ($000) $1 Shares 33 Est. Cost $37.58 Unrealized 0.0%
PSO Pearson plc ADR 0.0%
Value ($000) $1 Shares 106 Est. Cost $82.80 Unrealized
WALGREENS BOOTS ALLI 0.0%
Value ($000) $1 Shares 64 Est. Cost $104.40 Unrealized
CRZBY Commerzbank AG ADR 0.0%
Value ($000) $1 Shares 100 Est. Cost $13.80 Unrealized
BBVA Banco Bilbao Vizcaya Argentaria. ADR 0.0%
Value ($000) $1 Shares 116 Est. Cost $19.21 Unrealized
TS Tenaris S.A. ADR 0.0%
Value ($000) $1 Shares 34 Est. Cost $25.24 Unrealized
ROST Ross Stores, Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 9 Est. Cost $140.37 Unrealized 0.0%
GPC Genuine Parts Co. Ordinary Shares 0.0%
Value ($000) $1 Shares 9 Est. Cost $138.30 Unrealized -0.6%
SSVIX COLUMBIA SELECT SMALL CAP VALUE INST2 0.0%
Value ($000) $1 Shares 55 Est. Cost $22.87 Unrealized
PB Prosperity Bancshares Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 20 Est. Cost $59.70 Unrealized 0.0%
FHN First Horizon Corporation Ordinary Shares 0.0%
Value ($000) $1 Shares 85 Est. Cost $13.46 Unrealized 0.0%
KB KB Financial Group Inc ADR 0.0%
Value ($000) $1 Shares 25 Est. Cost $3656.64 Unrealized
SNN Smith & Nephew plc ADR 0.0%
Value ($000) $1 Shares 51 Est. Cost $1666.30 Unrealized
F&G ANNUITIES & 7.95 PFD DUE 12/15/53SUBJ TO XTRO REDEMPTION 0.0%
Value ($000) $1 Shares 49 Est. Cost $26.16 Unrealized
United States Steel Corp. Ordinary Shares 0.0%
Value ($000) $1 Shares 31 Est. Cost $41.26 Unrealized
GEHC GE HEALTHCARE TECHNOLOGI 0.0%
Value ($000) $1 Shares 14 Est. Cost $69.79 Unrealized +18.9%
QMAR First Trust Exchange-Traded Fund VIII FT Vest Nasdaq-100 Buffer ETF - March 0.0%
Value ($000) $1 Shares 48 Est. Cost $26.40 Unrealized
SMGZY Smiths Group plc ADR 0.0%
Value ($000) $1 Shares 60 Est. Cost $20.85 Unrealized
TECK Teck Resources Ltd Ordinary Shares - Class B (Sub Voting) 0.0%
Value ($000) $1 Shares 27 Est. Cost $40.15 Unrealized 0.0%
AMERICAN FINL 5.125 PFD DUE 12/15/59SUBJ TO XTRO REDEMPTION 0.0%
Value ($000) $1 Shares 54 Est. Cost $22.87 Unrealized
XEL Xcel Energy, Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 23 Est. Cost $54.64 Unrealized -2.4%
FERG1GBX Ferguson Plc. Ordinary Shares 0.0%
Value ($000) $1 Shares 5 Est. Cost $164.63 Unrealized
XOP SPDR Series Trust SPDR Oil & Gas Exploration and Production ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $152.13 Unrealized
TRMD Torm Plc Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 34 Est. Cost $17.75 Unrealized +45.0%
DIOD Diodes, Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 17 Est. Cost $69.41 Unrealized 0.0%
FRO Frontline Plc Ordinary Shares 0.0%
Value ($000) $1 Shares 51 Est. Cost $14.21 Unrealized +42.1%
SSNC SS&C Technologies Holdings Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 18 Est. Cost $62.10 Unrealized 0.0%
INDA BlackRock Institutional Trust Company N.A. iShares MSCI India ETF 0.0%
Value ($000) $1 Shares 23 Est. Cost $51.43 Unrealized
TAP MOLSON COORS BEVERAGE CLCLASS B 0.0%
Value ($000) $1 Shares 17 Est. Cost $59.46 Unrealized -0.1%
BHYIX BlackRock High Yield Bond Institutional Class 0.0%
Value ($000) $1 Shares 166 Est. Cost $267.63 Unrealized
FMC FMC Corp. Ordinary Shares 0.0%
Value ($000) $1 Shares 19 Est. Cost $106.89 Unrealized -50.1%
WELLS FARGO & 4.75 PFDPFD SER Z 0.0%
Value ($000) $1 Shares 54 Est. Cost $21.70 Unrealized
CDW CDW Corp Ordinary Shares 0.0%
Value ($000) $1 Shares 5 Est. Cost $231.59 Unrealized 0.0%
PHO Invesco Capital Management LLC Invesco Water Resources ETF 0.0%
Value ($000) $1 Shares 17 Est. Cost $114.96 Unrealized
KBR KBR Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.64 Unrealized 0.0%
CBT Cabot Corp. Ordinary Shares 0.0%
Value ($000) $1 Shares 12 Est. Cost $78.20 Unrealized 0.0%
OXY Occidental Petroleum Corp. Ordinary Shares 0.0%
Value ($000) $1 Shares 17 Est. Cost $55.78 Unrealized +3.2%
GPN Global Payments, Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 8 Est. Cost $129.53 Unrealized 0.0%
IFF International Flavors & Fragrances Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 13 Est. Cost $77.14 Unrealized 0.0%
BSIIX BLACKROCK STRATEGIC INCOME OPPS INSTL 0.0%
Value ($000) $1 Shares 118 Est. Cost $9.42 Unrealized
SWGXX SCHWAB GOVERNMENT MONEY 0.0%
Value ($000) $1 Shares 1,108 Est. Cost $1.00 Unrealized
W. R. BERKLEY CO 5.7 PFD DUE 03/30/58SUBJ TO XTRO REDEMPTION 0.0%
Value ($000) $1 Shares 44 Est. Cost $25.16 Unrealized
EWZ BlackRock Institutional Trust Company N.A. iShares MSCI Brazil ETF 0.0%
Value ($000) $1 Shares 34 Est. Cost $30.48 Unrealized
KNX Knight-Swift Transportation Holdings Inc Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 20 Est. Cost $54.92 Unrealized 0.0%
Masonite International Corp Ordinary Shares 0.0%
Value ($000) $1 Shares 8 Est. Cost $71.71 Unrealized
CMS CMS Energy Corporation Ordinary Shares 0.0%
Value ($000) $1 Shares 18 Est. Cost $54.88 Unrealized -0.3%
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR 0.0%
Value ($000) $1 Shares 8 Est. Cost $6.77 Unrealized
LKQ LKQ Corp Ordinary Shares 0.0%
Value ($000) $1 Shares 20 Est. Cost $46.67 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $1 Shares 29 Est. Cost $24.73 Unrealized +30.8%
KOF Coca-Cola Femsa S.A.B. DE C.V. ADR 0.0%
Value ($000) $1 Shares 11 Est. Cost $3094.68 Unrealized
ARCH CAPITAL 4.55 PFDPFD SER G 0.0%
Value ($000) $1 Shares 51 Est. Cost $20.69 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $96.52 Unrealized +23.0%
DSGX Descartes Systems Group Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 11 Est. Cost $87.95 Unrealized 0.0%
CX Cemex S.A.B. De C.V. ADR 0.0%
Value ($000) $1 Shares 115 Est. Cost $38.44 Unrealized
EAGG ISHARES ESG AWARE US AGGRGT BND ETF 0.0%
Value ($000) $1 Shares 22 Est. Cost $55.30 Unrealized
BANK AMERICA COR 5 PFDPFD SER LL 0.0%
Value ($000) $1 Shares 46 Est. Cost $22.41 Unrealized
DOCU DocuSign Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 17 Est. Cost $56.46 Unrealized 0.0%
CI Cigna Group (The) Ordinary Shares 0.0%
Value ($000) $1 Shares 3 Est. Cost $218.20 Unrealized +45.6%
MORGAN STANLEY 6.5 PFDPFD SER P 0.0%
Value ($000) $1 Shares 38 Est. Cost $26.32 Unrealized
SF Stifel Financial Corp. Ordinary Shares 0.0%
Value ($000) $1 Shares 13 Est. Cost $71.37 Unrealized 0.0%
THE CHARLES S 5.95 PFDPFD SER D 0.0%
Value ($000) $1 Shares 39 Est. Cost $25.26 Unrealized
XME SPDR Series Trust SPDR Metals & Mining ETF 0.0%
Value ($000) $1 Shares 16 Est. Cost $90.39 Unrealized
ZS Zscaler Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 5 Est. Cost $223.73 Unrealized 0.0%
THE ALLSTATE COR 5.1 PFD DUE 01/15/53SUBJ TO XTRO REDEMPTION 0.0%
Value ($000) $1 Shares 38 Est. Cost $25.58 Unrealized
NTNL RURAL UTILI 5.5 PFD DUE 05/15/64SUBJ TO XTRO REDEMPTION 0.0%
Value ($000) $1 Shares 39 Est. Cost $24.79 Unrealized
SKHHY Sonic Healthcare ADR 0.0%
Value ($000) $1 Shares 50 Est. Cost $19.28 Unrealized
OSK Oshkosh Corp Ordinary Shares 0.0%
Value ($000) $1 Shares 8 Est. Cost $107.50 Unrealized 0.0%
SEMPRA 5.75 PFD DUE 07/01/79SUBJ TO XTRO REDEMPTION 0.0%
Value ($000) $1 Shares 40 Est. Cost $23.95 Unrealized
GM General Motors Company Ordinary Shares 0.0%
Value ($000) $1 Shares 21 Est. Cost $38.00 Unrealized 0.0%
CEBRX COLUMBIA EMERGING MARKETS BOND INST2 0.0%
Value ($000) $1 Shares 101 Est. Cost $9.39 Unrealized
ILMN Illumina Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 7 Est. Cost $257.39 Unrealized -47.9%
U.S. BANCORP 4.5 PFDPFD SER O 0.0%
Value ($000) $1 Shares 45 Est. Cost $20.91 Unrealized
UPBD Upbound Group Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 27 Est. Cost $33.40 Unrealized 0.0%
AMN AMN Healthcare Services Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 15 Est. Cost $78.28 Unrealized -13.1%
NSIT INSIGHT ENTERPRISES 0.0%
Value ($000) $1 Shares 5 Est. Cost $155.63 Unrealized +18.7%
Smartsheet Inc Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 24 Est. Cost $38.42 Unrealized
FDX Fedex Corp Ordinary Shares 0.0%
Value ($000) $1 Shares 3 Est. Cost $239.79 Unrealized 0.0%
PK Park Hotels & Resorts Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 52 Est. Cost $17.54 Unrealized
AHL V9.62352 PERP ASPEN INSURAN 5.95 PFDPFD 0.0%
Value ($000) $1 Shares 36 Est. Cost $25.33 Unrealized
ESAB ESAB Corp Ordinary Shares 0.0%
Value ($000) $1 Shares 8 Est. Cost $92.78 Unrealized 0.0%
TWLO Twilio Inc Ordinary Shares Class A 0.0%
Value ($000) $1 Shares 15 Est. Cost $65.86 Unrealized 0.0%
WELLS FARGO & 4.7 PFDPFD SER AA 0.0%
Value ($000) $1 Shares 42 Est. Cost $21.50 Unrealized
MKTAY Makita Corporation ADR 0.0%
Value ($000) $1 Shares 32 Est. Cost $1478.34 Unrealized
WAB WABTEC 0.0%
Value ($000) $1 Shares 6 Est. Cost $130.44 Unrealized +2.9%
CSCRX COLUMBIA SMALL CAP GROWTH INST2 0.0%
Value ($000) $1 Shares 34 Est. Cost $23.21 Unrealized
MNSO MINISO Group Holding Ltd ADR 0.0%
Value ($000) $1 Shares 43 Est. Cost $26.86 Unrealized
GLIFX LAZARD GLOBAL LISTED INFRASTRUCTURE INST 0.0%
Value ($000) $1 Shares 57 Est. Cost $1306.07 Unrealized
THE HARTFORD FIN 6 PFDPFD SER G 0.0%
Value ($000) $1 Shares 35 Est. Cost $25.34 Unrealized
KLIC Kulicke & Soffa Industries, Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 17 Est. Cost $43.49 Unrealized +10.7%
HUNTINGTON BAN 4.5 PFDPFD SER H 0.0%
Value ($000) $1 Shares 45 Est. Cost $19.40 Unrealized
ZION Zions Bancorporation N.A Ordinary Shares 0.0%
Value ($000) $1 Shares 20 Est. Cost $41.24 Unrealized 0.0%
UNUM GROUP 6.25 PFD DUE 06/15/58SUBJ TO XTRO REDEMPTION 0.0%
Value ($000) $1 Shares 34 Est. Cost $25.09 Unrealized
CRDRX COLUMBIA ADAPTIVE RISK ALLOCATION INST2 0.0%
Value ($000) $1 Shares 89 Est. Cost $9.11 Unrealized
FCN FTI Consulting Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 4 Est. Cost $197.32 Unrealized +1.9%
SDY SPDR Series Trust SPDR Dividend ETF 0.0%
Value ($000) $1 Shares 6 Est. Cost $139.00 Unrealized
GTES Gates Industrial Corporation plc Ordinary Shares 0.0%
Value ($000) $1 Shares 47 Est. Cost $14.47 Unrealized 0.0%
CMS ENERGY COR 4.2 PFDPFD SER C 0.0%
Value ($000) $1 Shares 41 Est. Cost $20.34 Unrealized
USFR WisdomTree Trust WisdomTree Floating Rate Treasury Fund 0.0%
Value ($000) $1 Shares 17 Est. Cost $48.94 Unrealized
JPMORGAN CHAS 4.75 PFDPFD SER GG 0.0%
Value ($000) $1 Shares 37 Est. Cost $22.46 Unrealized
CTSH Cognizant Technology Solutions Corp. Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 11 Est. Cost $74.12 Unrealized 0.0%
AEG Aegon Ltd. New York Shares 0.0%
Value ($000) $1 Shares 135 Est. Cost $6.06 Unrealized
SAIC Science Applications International Corp. Ordinary Shares 0.0%
Value ($000) $1 Shares 6 Est. Cost $132.40 Unrealized 0.0%
EGP Eastgroup Properties, Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 4 Est. Cost $202.00 Unrealized
SDAIX Swan Defined Risk Growth Fund Class I 0.0%
Value ($000) $1 Shares 61 Est. Cost $13.20 Unrealized
ARE Alexandria Real Estate Equities Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 6 Est. Cost $103.33 Unrealized +7.0%
DTE ENERGY CO 4.375 PFD DUE 10/15/80SUBJ TO XTRO REDEMPTION 0.0%
Value ($000) $1 Shares 38 Est. Cost $20.61 Unrealized
ESNT Essent Group Ltd Ordinary Shares 0.0%
Value ($000) $1 Shares 13 Est. Cost $52.74 Unrealized 0.0%
HYGV FlexShares Trust FlexShares High Yield Value Scored Bond Index ETF 0.0%
Value ($000) $1 Shares 19 Est. Cost $164.07 Unrealized
TROW T. Rowe Price Group Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 6 Est. Cost $101.75 Unrealized 0.0%
EMN Eastman Chemical Co Ordinary Shares 0.0%
Value ($000) $1 Shares 8 Est. Cost $79.18 Unrealized +2.9%
NSP Insperity Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 7 Est. Cost $99.25 Unrealized 0.0%
NJDCY Nidec Corporation ADR 0.0%
Value ($000) $1 Shares 75 Est. Cost $1076.72 Unrealized
ASX ASE Technology Holding Co.Ltd ADR 0.0%
Value ($000) $1 Shares 70 Est. Cost $2129.15 Unrealized
SRE Sempra Ordinary Shares 0.0%
Value ($000) $1 Shares 10 Est. Cost $67.33 Unrealized 0.0%
AT&T INC. 4.75 PFDPFD SER C 0.0%
Value ($000) $1 Shares 38 Est. Cost $20.11 Unrealized
OILK ProShares Trust ProShares K-1 Free Crude Oil Strategy ETF 0.0%
Value ($000) $1 Shares 16 Est. Cost $47.75 Unrealized
OSIS OSI Systems, Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 5 Est. Cost $131.26 Unrealized 0.0%
HRZN Horizon Technology Finance Corp Ordinary Shares 0.0%
Value ($000) $1 Shares 67 Est. Cost $8.43 Unrealized +8.9%
AME Ametek Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 4 Est. Cost $170.09 Unrealized 0.0%
MAS Masco Corp. Ordinary Shares 0.0%
Value ($000) $1 Shares 10 Est. Cost $63.97 Unrealized +9.0%
SELECTIVE INSU 4.6 PFDPFD SER B 0.0%
Value ($000) $1 Shares 40 Est. Cost $18.85 Unrealized
BRSL International Game Technology PLC Ordinary Shares 0.0%
Value ($000) $1 Shares 33 Est. Cost $19.09 Unrealized 0.0%
COTY Coty Inc Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 62 Est. Cost $12.21 Unrealized 0.0%
Verisign Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 4 Est. Cost $182.75 Unrealized
WDS Woodside Energy Group Ltd ADR 0.0%
Value ($000) $1 Shares 36 Est. Cost $49.58 Unrealized
LNC Lincoln National Corp. Ordinary Shares 0.0%
Value ($000) $1 Shares 23 Est. Cost $22.86 Unrealized +8.5%
SCO ProShares Trust ProShares UltraShort Bloomberg Crude Oil -2x Shares 0.0%
Value ($000) $1 Shares 45 Est. Cost $15.93 Unrealized
NEXTERA ENERGY 5.65 PFD DUE 03/01/79SUBJ TO XTRO REDEMPTION 0.0%
Value ($000) $1 Shares 29 Est. Cost $24.66 Unrealized
FENY Fidelity Covington Trust Fidelity MSCI Energy Index ETF 0.0%
Value ($000) $1 Shares 27 Est. Cost $23.67 Unrealized
RLGT Radiant Logistics, Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 129 Est. Cost $5.94 Unrealized 0.0%
IRM Iron Mountain Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 9 Est. Cost $55.13 Unrealized +23.4%
LI Li Auto Inc ADR 0.0%
Value ($000) $1 Shares 23 Est. Cost $136.40 Unrealized
COR Cencora Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 3 Est. Cost $159.29 Unrealized +42.1%
WDC Western Digital Corp. Ordinary Shares 0.0%
Value ($000) $1 Shares 10 Est. Cost $39.14 Unrealized +11.5%
SEKEY Seiko Epson Corp ADR 0.0%
Value ($000) $1 Shares 78 Est. Cost $8.78 Unrealized
SCHF Schwab Strategic Trust Schwab International Equity ETF 0.0%
Value ($000) $1 Shares 17 Est. Cost $229.02 Unrealized
GDX VanEck ETF Trust VanEck Gold Miners ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $3430.51 Unrealized
BIDU Baidu Inc ADR 0.0%
Value ($000) $1 Shares 7 Est. Cost $29.03 Unrealized
CITIZENS FINL GR 5 PFDPFD SER E 0.0%
Value ($000) $1 Shares 31 Est. Cost $21.74 Unrealized
CHE Chemed Corp. Ordinary Shares 0.0%
Value ($000) $1 Shares 2 Est. Cost $603.01 Unrealized 0.0%
DVN Devon Energy Corp. Ordinary Shares 0.0%
Value ($000) $1 Shares 14 Est. Cost $41.79 Unrealized +0.0%
PRUDENTIAL FIN 4.125 PFD DUE 09/01/60SUBJ TO XTRO REDEMPTION 0.0%
Value ($000) $1 Shares 33 Est. Cost $20.27 Unrealized
WMB Williams Cos Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 18 Est. Cost $32.66 Unrealized +1.0%
LIVN LivaNova PLC Ordinary Shares 0.0%
Value ($000) $1 Shares 12 Est. Cost $54.16 Unrealized -4.1%
AGREX INVESCO GLOBAL REAL ESTA 0.0%
Value ($000) $1 Shares 73 Est. Cost $9.00 Unrealized
TBT Invesco Capital Management LLC PowerShares UltraShort Lehman 20 Year Treasury ProShares 2x Shares 0.0%
Value ($000) $1 Shares 20 Est. Cost $1570.11 Unrealized
JBAXY Julius Baer Group Ltd ADR 0.0%
Value ($000) $1 Shares 56 Est. Cost $11.59 Unrealized
PEG Public Service Enterprise Group Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 10 Est. Cost $57.62 Unrealized 0.0%
RYAN Ryan Specialty Holdings Inc Ordinary Shares Class A 0.0%
Value ($000) $1 Shares 12 Est. Cost $47.78 Unrealized 0.0%
AEVA Aeva Technologies Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 164 Est. Cost $4.84 Unrealized 0.0%
FNCL Fidelity Covington Trust Fidelity MSCI Financials Index ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $58.18 Unrealized
PAYX Paychex Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 6 Est. Cost $114.65 Unrealized 0.0%
VRTS Virtus Investment Partners Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 3 Est. Cost $215.40 Unrealized 0.0%
ALNY Alnylam Pharmaceuticals Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 4 Est. Cost $166.82 Unrealized 0.0%
CGEMY Capgemini ADR 0.0%
Value ($000) $1 Shares 13 Est. Cost $34.62 Unrealized
DUKE ENERGY CO 5.625 PFD DUE 09/15/78SUBJ TO XTRO REDEMPTION 0.0%
Value ($000) $1 Shares 25 Est. Cost $24.56 Unrealized
KEY Keycorp Ordinary Shares 0.0%
Value ($000) $1 Shares 38 Est. Cost $9.78 Unrealized +34.6%
ORLY O Reilly Automotive, Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 1 Est. Cost $69.94 Unrealized 0.0%
HAS Hasbro, Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 11 Est. Cost $47.13 Unrealized 0.0%
GDEN Golden Entertainment Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 17 Est. Cost $34.60 Unrealized 0.0%
EXC Exelon Corp. Ordinary Shares 0.0%
Value ($000) $1 Shares 16 Est. Cost $33.22 Unrealized 0.0%
CGVRX COLUMBIA QUALITY INCOME INST2 0.0%
Value ($000) $1 Shares 35 Est. Cost $18.01 Unrealized
ERIC Telefonaktiebolaget L M Ericsson ADR 0.0%
Value ($000) $1 Shares 109 Est. Cost $4.97 Unrealized
GLW Corning, Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 19 Est. Cost $31.20 Unrealized -2.4%
ACLS Axcelis Technologies Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 5 Est. Cost $119.16 Unrealized 0.0%
TD Toronto Dominion Bank Ordinary Shares 0.0%
Value ($000) $1 Shares 10 Est. Cost $62.29 Unrealized -3.0%
RXT Rackspace Technology Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 376 Est. Cost $1.79 Unrealized 0.0%
EXR Extra Space Storage Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 4 Est. Cost $134.03 Unrealized 0.0%
NFE New Fortress Energy Inc Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 19 Est. Cost $32.85 Unrealized 0.0%
FLS Flowserve Corp. Ordinary Shares 0.0%
Value ($000) $1 Shares 13 Est. Cost $40.81 Unrealized 0.0%
SEM Select Medical Holdings Corporation Ordinary Shares 0.0%
Value ($000) $1 Shares 19 Est. Cost $14.22 Unrealized -0.2%
BBAI BigBear.ai Holdings Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 284 Est. Cost $2.21 Unrealized 0.0%
FLO Flowers Foods, Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 24 Est. Cost $20.80 Unrealized -1.4%
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 31 Est. Cost $19.08 Unrealized -16.9%
BSJS Invesco Exchange-Traded Self-Indexed Fund Trust Invesco BulletShares 2028 High Yield Corporate Bond 0.0%
Value ($000) $1 Shares 27 Est. Cost $21.30 Unrealized
FIS Fidelity National Information Services, Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 7 Est. Cost $74.16 Unrealized -15.6%
BSJQ Invesco Exchange-Traded Self-Indexed Fund Trust Invesco BulletShares 2026 High Yield Corporate Bond 0.0%
Value ($000) $1 Shares 25 Est. Cost $22.92 Unrealized
EIX Edison International Ordinary Shares 0.0%
Value ($000) $1 Shares 8 Est. Cost $62.61 Unrealized 0.0%
FOR Forestar Group Inc Ordinary Shares New 0.0%
Value ($000) $1 Shares 14 Est. Cost $33.61 Unrealized +1.1%
AXTA Axalta Coating Systems Ltd Ordinary Shares 0.0%
Value ($000) $1 Shares 17 Est. Cost $32.66 Unrealized 0.0%
NTNX Nutanix Inc Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 9 Est. Cost $57.65 Unrealized 0.0%
PPL PPL Corp Ordinary Shares 0.0%
Value ($000) $1 Shares 21 Est. Cost $24.97 Unrealized 0.0%
BSJR Invesco Exchange-Traded Self-Indexed Fund Trust Invesco BulletShares 2027 High Yield Corporate Bond 0.0%
Value ($000) $1 Shares 25 Est. Cost $22.40 Unrealized
AXON Axon Enterprise Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 2 Est. Cost $277.92 Unrealized 0.0%
WEBL Direxion Shares ETF Trust Direxion Daily Dow Jones Internet Bull 3X Shares 0.0%
Value ($000) $1 Shares 30 Est. Cost $14.49 Unrealized
BANK AMERICA 4.375 PFDPFD SER NN 0.0%
Value ($000) $1 Shares 27 Est. Cost $20.63 Unrealized
SYNA Synaptics Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 6 Est. Cost $105.10 Unrealized 0.0%
SLG SL Green Realty Corp. Ordinary Shares 0.0%
Value ($000) $1 Shares 10 Est. Cost $29.25 Unrealized
APP Applovin Corp Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 8 Est. Cost $52.95 Unrealized 0.0%
AYI Acuity Brands, Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 2 Est. Cost $241.03 Unrealized 0.0%
DHI D.R. Horton Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 3 Est. Cost $147.13 Unrealized 0.0%
EQH Equitable Holdings Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 15 Est. Cost $32.61 Unrealized 0.0%
IBM International Business Machines Corp. Ordinary Shares 0.0%
Value ($000) $1 Shares 3 Est. Cost $116.84 Unrealized +47.7%
OLN Olin Corp. Ordinary Shares 0.0%
Value ($000) $1 Shares 9 Est. Cost $50.97 Unrealized 0.0%
GNL Global Net Lease Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 68 Est. Cost $7.72 Unrealized
JPMORGAN CHA 4.625 PFDPFD SER LL 0.0%
Value ($000) $1 Shares 24 Est. Cost $21.79 Unrealized
FANG Diamondback Energy Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 3 Est. Cost $158.99 Unrealized 0.0%
PTGX Protagonist Therapeutics Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 18 Est. Cost $27.21 Unrealized 0.0%
CALM Cal-Maine Foods, Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 9 Est. Cost $49.65 Unrealized 0.0%
CNO CNO Financial Group Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 19 Est. Cost $26.05 Unrealized 0.0%
SBR SABINE ROYALTY TR ROYALTY TRUST 0.0%
Value ($000) $1 Shares 8 Est. Cost $64.00 Unrealized
BEN Franklin Resources, Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 18 Est. Cost $24.59 Unrealized 0.0%
MORGAN STANLE 5.85 PFDPFD SER K 0.0%
Value ($000) $1 Shares 20 Est. Cost $25.00 Unrealized
NTRS Northern Trust Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 6 Est. Cost $77.38 Unrealized 0.0%
ATHENE HOLDIN 7.75 PFDPFD SER E 0.0%
Value ($000) $0 Shares 19 Est. Cost $26.11 Unrealized
IR Ingersoll-Rand Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 5 Est. Cost $85.38 Unrealized 0.0%
CUT Invesco Capital Management LLC Invesco MSCI Global Timber ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost $90.68 Unrealized
MIDD Middleby Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $147.31 Unrealized 0.0%
CAR Avis Budget Group Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $137.99 Unrealized 0.0%
THE GOLDMAN 6.375 PFDPFD 0.0%
Value ($000) $0 Shares 19 Est. Cost $25.47 Unrealized
THE SOUTHERN CO 4.2 PFD DUE 10/15/60SUBJ TO XTRO REDEMPTION 0.0%
Value ($000) $0 Shares 24 Est. Cost $20.13 Unrealized
VWDRY Vestas Wind Systems AS ADR 0.0%
Value ($000) $0 Shares 52 Est. Cost $7.42 Unrealized
TR Tootsie Roll Industries, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 15 Est. Cost $31.21 Unrealized 0.0%
LYV Live Nation Entertainment Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $94.54 Unrealized 0.0%
LZAGY Lonza Group AG ADR 0.0%
Value ($000) $0 Shares 8 Est. Cost $58.25 Unrealized
RDN Radian Group, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 14 Est. Cost $27.60 Unrealized +0.8%
MHGVY Mowi ASA ADR - Sponsor 0.0%
Value ($000) $0 Shares 25 Est. Cost $18.44 Unrealized
VNO Vornado Realty Trust Ordinary Shares 0.0%
Value ($000) $0 Shares 16 Est. Cost $20.07 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $104.75 Unrealized
NTRA Natera Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 5 Est. Cost $75.21 Unrealized 0.0%
EPR EPR Properties Ordinary Shares 0.0%
Value ($000) $0 Shares 11 Est. Cost $40.91 Unrealized
Brookfield Renewable Corporation Ordinary Shares - Class A (Sub Voting) 0.0%
Value ($000) $0 Shares 19 Est. Cost $23.47 Unrealized
SIMO Silicon Motion Technology Corp ADR 0.0%
Value ($000) $0 Shares 6 Est. Cost $74.67 Unrealized
JKS JinkoSolar Holding Co. Ltd ADR 0.0%
Value ($000) $0 Shares 18 Est. Cost $24.83 Unrealized
DKNG DraftKings Inc. Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 10 Est. Cost $33.46 Unrealized +21.6%
COLL Collegium Pharmaceutical Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 11 Est. Cost $34.99 Unrealized 0.0%
IDA Idacorp, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 5 Est. Cost $91.57 Unrealized 0.0%
ADT ADT Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 66 Est. Cost $6.27 Unrealized 0.0%
LINCOLN NTNL COR 9 PFDPFD SER D 0.0%
Value ($000) $0 Shares 16 Est. Cost $27.56 Unrealized
CXT Crane NXT Co Ordinary Shares 0.0%
Value ($000) $0 Shares 7 Est. Cost $57.36 Unrealized 0.0%
CINF Cincinnati Financial Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $107.61 Unrealized 0.0%
VMC Vulcan Materials Co Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $243.03 Unrealized 0.0%
WSM Williams-Sonoma, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $112.92 Unrealized 0.0%
HASI Hannon Armstrong Sustainable Infrastructure capital Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 15 Est. Cost $20.77 Unrealized +7.5%
AMERICAN FINL GR 4.5 PFD DUE 09/15/60SUBJ TO XTRO REDEMPTION 0.0%
Value ($000) $0 Shares 20 Est. Cost $21.65 Unrealized
GWRE Guidewire Software Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $114.32 Unrealized 0.0%
SBND Columbia ETF Trust I Columbia Short Duration Bond ETF 0.0%
Value ($000) $0 Shares 23 Est. Cost $18.65 Unrealized
CMC Commercial Metals Co. Ordinary Shares 0.0%
Value ($000) $0 Shares 7 Est. Cost $51.58 Unrealized 0.0%
PUBLIC STORA 4.625 PFDPFD SER L 0.0%
Value ($000) $0 Shares 20 Est. Cost $21.40 Unrealized
LVVP LIGHTSTONE VALUE PLUS REIT V INC 0.0%
Value ($000) $0 Shares 28 Est. Cost $1462.48 Unrealized
ALSN Allison Transmission Holdings Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 5 Est. Cost $65.94 Unrealized 0.0%
MEDP Medpace Holdings Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $207.28 Unrealized +69.6%
APPN Appian Corp Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 11 Est. Cost $34.66 Unrealized 0.0%
SOXL Direxion Shares ETF Trust Direxion Daily Semiconductor Bull 3X Shares 0.0%
Value ($000) $0 Shares 9 Est. Cost $58.00 Unrealized
AMERICAN FINL 5.625 PFD DUE 06/01/60SUBJ TO XTRO REDEMPTION 0.0%
Value ($000) $0 Shares 17 Est. Cost $24.82 Unrealized
NTR Nutrien Ltd Ordinary Shares 0.0%
Value ($000) $0 Shares 8 Est. Cost $59.20 Unrealized -17.4%
NFG National Fuel Gas Co. Ordinary Shares 0.0%
Value ($000) $0 Shares 8 Est. Cost $49.45 Unrealized 0.0%
ACIW ACI Worldwide Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 13 Est. Cost $30.88 Unrealized 0.0%
ACT Enact Holdings Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 13 Est. Cost $27.12 Unrealized +0.3%
SPQAX PGIM JENNISON GLOBAL EQUITY INCOME A 0.0%
Value ($000) $0 Shares 31 Est. Cost $1839.58 Unrealized
WNC Wabash National Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 14 Est. Cost $25.15 Unrealized 0.0%
VNT Vontier Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 9 Est. Cost $37.31 Unrealized +4.5%
THE SOUTHERN CO 4.95 PFD DUE 01/30/80SUBJ TO XTRO REDEMPTION 0.0%
Value ($000) $0 Shares 18 Est. Cost $23.00 Unrealized
KRUS Kura Sushi USA Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 4 Est. Cost $97.02 Unrealized 0.0%
FTNT Fortinet Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 6 Est. Cost $66.57 Unrealized 0.0%
Hudson Pacific Properties Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 64 Est. Cost $4.59 Unrealized
Steelcase, Inc. Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 30 Est. Cost $10.58 Unrealized
PTEN Patterson-UTI Energy Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 34 Est. Cost $11.11 Unrealized 0.0%
NU Nu Holdings Ltd Ordinary Shares Class A 0.0%
Value ($000) $0 Shares 34 Est. Cost $10.21 Unrealized 0.0%
PATK Patrick Industries, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $69.46 Unrealized 0.0%
Encore Wire Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $200.00 Unrealized
IXN BlackRock Institutional Trust Company N.A. iShares Global Tech ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $3297.55 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 116 Est. Cost $10.20 Unrealized -63.6%
Ballys Corporation Ordinary Shares 0.0%
Value ($000) $0 Shares 29 Est. Cost $13.72 Unrealized
PBF PBF Energy Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 7 Est. Cost $48.99 Unrealized 0.0%
GLNG Golar Lng Ordinary Shares 0.0%
Value ($000) $0 Shares 17 Est. Cost $21.00 Unrealized 0.0%
WST West Pharmaceutical Services, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $296.15 Unrealized +24.3%
LECO Lincoln Electric Holdings, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $236.20 Unrealized 0.0%
CVCO Cavco Industries Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $354.09 Unrealized 0.0%
FDS Factset Research Systems Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $456.95 Unrealized 0.0%
BLD TopBuild Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $391.13 Unrealized 0.0%
ETHYX EATON VANCE HIGH-YIELD MUNICIPAL INC A 0.0%
Value ($000) $0 Shares 47 Est. Cost $4184.81 Unrealized
DAC Danaos Corporation Ordinary Shares 0.0%
Value ($000) $0 Shares 5 Est. Cost $69.81 Unrealized 0.0%
BSX Boston Scientific Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 6 Est. Cost $61.50 Unrealized +4.6%
MTB M & T Bank Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $149.96 Unrealized -12.9%
AGCO AGCO Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $111.19 Unrealized 0.0%
GMS ORD 0.0%
Value ($000) $0 Shares 4 Est. Cost $96.50 Unrealized
CPA Copa Holdings S.A. Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 4 Est. Cost $82.37 Unrealized +6.9%
MULLEN AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 74 Est. Cost $5.20 Unrealized
IT Gartner, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $460.24 Unrealized 0.0%
DDS DILLARDS CL A ORD 0.0%
Value ($000) $0 Shares 1 Est. Cost $369.66 Unrealized 0.0%
METLIFE, INC. 4 PFDPFD SER A 0.0%
Value ($000) $0 Shares 16 Est. Cost $23.88 Unrealized
A Agilent Technologies Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $135.18 Unrealized 0.0%
VNQI Vanguard Group, Inc. Vanguard Global ex-U.S. Real Estate ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost $37.22 Unrealized
GAP Gap, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 14 Est. Cost $19.92 Unrealized 0.0%
PREF Principal Exchange-Traded Funds Principal Spectrum Preferred Securities Active ETF 0.0%
Value ($000) $0 Shares 21 Est. Cost $18.00 Unrealized
DTEGY Deutsche Telekom AG ADR 0.0%
Value ($000) $0 Shares 16 Est. Cost $54.62 Unrealized
Globe Life Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $125.33 Unrealized
Hess Corporation Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $992.08 Unrealized
CNM Core & Main Inc Ordinary Shares Class A 0.0%
Value ($000) $0 Shares 7 Est. Cost $45.79 Unrealized 0.0%
MORGAN STANL 6.375 PFDPFD SER I 0.0%
Value ($000) $0 Shares 15 Est. Cost $24.93 Unrealized
VOD Vodafone Group plc ADR 0.0%
Value ($000) $0 Shares 42 Est. Cost $8.90 Unrealized
RITM Rithm Capital Corporation Ordinary Shares 0.0%
Value ($000) $0 Shares 33 Est. Cost $11.30 Unrealized
PDD PDD Holdings Inc ADR 0.0%
Value ($000) $0 Shares 3 Est. Cost $124.00 Unrealized
ORI Old Republic International Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 12 Est. Cost $24.38 Unrealized +0.3%
BRO Brown & Brown, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $79.49 Unrealized 0.0%
PRI Primerica Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $236.50 Unrealized 0.0%
RS Reliance Steel & Aluminum Co. Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $304.32 Unrealized 0.0%
TDOC Teladoc Health Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 24 Est. Cost $18.15 Unrealized 0.0%
BAH Booz Allen Hamilton Holding Corp Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 2 Est. Cost $135.16 Unrealized 0.0%
MSI Motorola Solutions Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $322.57 Unrealized 0.0%
Blueprint Medicines Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $90.50 Unrealized
MGY Magnolia Oil & Gas Corp Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 14 Est. Cost $21.94 Unrealized 0.0%
AN Autonation Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $147.13 Unrealized 0.0%
HLF Herbalife Ltd Ordinary Shares 0.0%
Value ($000) $0 Shares 36 Est. Cost $10.75 Unrealized 0.0%
Uniti Group Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 60 Est. Cost $5.92 Unrealized
SKT Tanger Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 13 Est. Cost $30.29 Unrealized
JBHT J.B. Hunt Transport Services, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $197.78 Unrealized 0.0%
KD Kyndryl Holdings Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 16 Est. Cost $21.27 Unrealized 0.0%
ABG Asbury Automotive Group Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $212.30 Unrealized 0.0%
CZR Caesars Entertainment Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 8 Est. Cost $43.25 Unrealized 0.0%
TNET TriNet Group Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $118.26 Unrealized 0.0%
HUBS HubSpot Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $600.96 Unrealized 0.0%
WGO Winnebago Industries, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 5 Est. Cost $67.97 Unrealized 0.0%
RMD Resmed Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $180.21 Unrealized 0.0%
BPOP Popular Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $79.47 Unrealized 0.0%
IBOC International Bancshares Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 6 Est. Cost $50.58 Unrealized 0.0%
NET Cloudflare Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 4 Est. Cost $90.55 Unrealized 0.0%
KRC Kilroy Realty Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 9 Est. Cost $27.18 Unrealized
EXPD Expeditors International Of Washington, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $110.36 Unrealized +9.3%
ALL Allstate Corp (The) Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $151.93 Unrealized 0.0%
OMRNY Omron Corporation ADR 0.0%
Value ($000) $0 Shares 10 Est. Cost $34.20 Unrealized
MCFT MasterCraft Boat Holdings Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 14 Est. Cost $21.51 Unrealized 0.0%
KFRC Kforce Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 5 Est. Cost $68.41 Unrealized 0.0%
ADM Archer Daniels Midland Co. Ordinary Shares 0.0%
Value ($000) $0 Shares 5 Est. Cost $54.82 Unrealized 0.0%
LOPE Grand Canyon Education Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $130.55 Unrealized 0.0%
NXT Nextracker Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 6 Est. Cost $53.20 Unrealized 0.0%
AGNC AGNC Investment Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 34 Est. Cost $9.94 Unrealized
CPRX Catalyst Pharmaceuticals Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 21 Est. Cost $15.07 Unrealized 0.0%
SAIA Saia Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $523.49 Unrealized 0.0%
INSW International Seaways Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 6 Est. Cost $43.02 Unrealized 0.0%
NXST Nexstar Media Group Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $154.37 Unrealized 0.0%
ABM ABM Industries Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 7 Est. Cost $40.17 Unrealized 0.0%
ASGN ASGN Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $96.69 Unrealized 0.0%
ASTE Astec Industries Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 7 Est. Cost $36.34 Unrealized 0.0%
CVLG Covenant Logistics Group Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 7 Est. Cost $23.50 Unrealized 0.0%
GS Goldman Sachs Group, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $372.27 Unrealized 0.0%
Consol Energy Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $81.00 Unrealized
MTCH Match Group Inc. Ordinary Shares - New 0.0%
Value ($000) $0 Shares 9 Est. Cost $35.32 Unrealized 0.0%
CHH Choice Hotels International, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $117.28 Unrealized 0.0%
ICUI ICU Medical, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $99.43 Unrealized 0.0%
HCKT Hackett Group Inc (The) Ordinary Shares 0.0%
Value ($000) $0 Shares 13 Est. Cost $23.70 Unrealized 0.0%
LDOS Leidos Holdings Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $116.81 Unrealized 0.0%
HOV Hovnanian Enterprises, Inc. Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 2 Est. Cost $154.38 Unrealized 0.0%
IDCC Interdigital Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $105.70 Unrealized 0.0%
GPI Group 1 Automotive, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $273.19 Unrealized 0.0%
UFPI UFP Industries Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $116.18 Unrealized 0.0%
CNC Centene Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $72.81 Unrealized +6.0%
ZM Zoom Video Communications Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 5 Est. Cost $66.65 Unrealized 0.0%
HCC Warrior Met Coal Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 5 Est. Cost $60.58 Unrealized 0.0%
BNTX BioNTech SE ADR 0.0%
Value ($000) $0 Shares 3 Est. Cost $103.67 Unrealized
HURN Huron Consulting Group Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $101.32 Unrealized 0.0%
CRSP CRISPR Therapeutics AG Ordinary Shares 0.0%
Value ($000) $0 Shares 5 Est. Cost $53.48 Unrealized +33.9%
ENSG Ensign Group Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $119.50 Unrealized 0.0%
LSTR Landstar System, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $153.50 Unrealized
CBOE Cboe Global Markets Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $181.47 Unrealized 0.0%
AMR Alpha Metallurgical Resources Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $366.74 Unrealized 0.0%
HUBG Hub Group, Inc. Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 7 Est. Cost $43.75 Unrealized 0.0%
PRGS Progress Software Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 6 Est. Cost $54.92 Unrealized 0.0%
WINA Winmark Corporation Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $367.18 Unrealized 0.0%
QRVO Qorvo Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $110.16 Unrealized 0.0%
Apartment Income REIT Corp Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 9 Est. Cost $33.11 Unrealized
AFRM Affirm Holdings Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 8 Est. Cost $39.91 Unrealized 0.0%
DANOY Danone ADR 0.0%
Value ($000) $0 Shares 23 Est. Cost $12.26 Unrealized
EXPE Expedia Group Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $140.99 Unrealized 0.0%
DRH Diamondrock Hospitality Co. Ordinary Shares 0.0%
Value ($000) $0 Shares 31 Est. Cost $9.39 Unrealized
ENVA Enova International Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 5 Est. Cost $58.60 Unrealized 0.0%
FTDR Frontdoor Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 9 Est. Cost $32.40 Unrealized 0.0%
PLRX Pliant Therapeutics Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 19 Est. Cost $16.49 Unrealized 0.0%
WDAY Workday Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 1 Est. Cost $284.68 Unrealized 0.0%
BUD Anheuser-Busch InBev SA/NV ADR 0.0%
Value ($000) $0 Shares 5 Est. Cost $57.20 Unrealized
TRIP TripAdvisor Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 10 Est. Cost $24.28 Unrealized 0.0%
CTVA Corteva Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 5 Est. Cost $50.60 Unrealized 0.0%
LPG Dorian LPG Ltd Ordinary Shares 0.0%
Value ($000) $0 Shares 7 Est. Cost $38.55 Unrealized 0.0%
VEEV Veeva Systems Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 1 Est. Cost $215.79 Unrealized 0.0%
SAP Sap SE ADR 0.0%
Value ($000) $0 Shares 2 Est. Cost $141.50 Unrealized
DLR Digital Realty Trust Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $116.01 Unrealized +14.8%
ELAN Elanco Animal Health Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 17 Est. Cost $15.63 Unrealized 0.0%
CRL Charles River Laboratories International Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $381.16 Unrealized -37.3%
RRC Range Resources Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 8 Est. Cost $30.92 Unrealized 0.0%
GT Goodyear Tire & Rubber Co. Ordinary Shares 0.0%
Value ($000) $0 Shares 20 Est. Cost $13.08 Unrealized 0.0%
PUBLIC STORAGE 4 PFDPFD SER P 0.0%
Value ($000) $0 Shares 15 Est. Cost $18.53 Unrealized
TSRYY Treasury Wine Estates Limited ADR 0.0%
Value ($000) $0 Shares 34 Est. Cost $8.15 Unrealized
PINS Pinterest Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 8 Est. Cost $36.35 Unrealized 0.0%
ARWR Arrowhead Pharmaceuticals Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 9 Est. Cost $58.23 Unrealized -45.1%
IRTC iRhythm Technologies Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $112.42 Unrealized 0.0%
NGVC Natural Grocers by Vitamin Cottage Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 15 Est. Cost $11.49 Unrealized +35.8%
HLT Hilton Worldwide Holdings Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $195.74 Unrealized 0.0%
PFG Principal Financial Group Inc Registered Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $74.77 Unrealized 0.0%
Carrols Restaurant Group Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 28 Est. Cost $9.64 Unrealized
PERI Perion Network Ltd. Ordinary Shares 0.0%
Value ($000) $0 Shares 12 Est. Cost $25.48 Unrealized 0.0%
CCRN Cross Country Healthcares, Inc. Registered Shares 0.0%
Value ($000) $0 Shares 14 Est. Cost $20.23 Unrealized -1.1%
MNST Monster Beverage Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $45.00 Unrealized +27.7%
FE Firstenergy Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 7 Est. Cost $34.64 Unrealized 0.0%
EBS Emergent Biosolutions Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 101 Est. Cost $5.62 Unrealized -59.9%
QURE uniQure N.V. Ordinary Shares 0.0%
Value ($000) $0 Shares 49 Est. Cost $11.78 Unrealized -51.3%
LVS Las Vegas Sands Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 5 Est. Cost $49.62 Unrealized 0.0%
TAL TAL Education Group ADR 0.0%
Value ($000) $0 Shares 22 Est. Cost $11.18 Unrealized
APA APA Corporation Ordinary Shares 0.0%
Value ($000) $0 Shares 7 Est. Cost $29.29 Unrealized 0.0%
CAMT Camtek Ltd Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $77.34 Unrealized 0.0%
HCA HCA Healthcare Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $241.46 Unrealized +24.7%
AMX America Movil S.A.B.DE C.V. ADR - Series B 0.0%
Value ($000) $0 Shares 13 Est. Cost $18.69 Unrealized
BBIO BridgeBio Pharma Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 8 Est. Cost $29.27 Unrealized +16.2%
GRFS Grifols SA ADR - Level III 0.0%
Value ($000) $0 Shares 37 Est. Cost $232.47 Unrealized
ENPH Enphase Energy Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $116.69 Unrealized 0.0%
UAL United Airlines Holdings Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 5 Est. Cost $50.56 Unrealized -15.2%
IOSP Innospec Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $117.37 Unrealized 0.0%
ASAN Asana Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 15 Est. Cost $17.90 Unrealized 0.0%
TGTX TG Therapeutics Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 15 Est. Cost $17.91 Unrealized -11.1%
WFC Wells Fargo & Co. Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $48.14 Unrealized +4.1%
APH Amphenol Corp. Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 2 Est. Cost $51.58 Unrealized 0.0%
DD DuPont de Nemours Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $28.53 Unrealized 0.0%
CASH ESCROW FOR FORMER MOBILEYE STOCK 0.0%
Value ($000) $0 Shares 4 Est. Cost $56.00 Unrealized
SLRC SLR Investment Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 15 Est. Cost $12.42 Unrealized 0.0%
IX Orix Corporation ADR 0.0%
Value ($000) $0 Shares 2 Est. Cost $110.00 Unrealized
AXSM Axsome Therapeutics Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $83.94 Unrealized 0.0%
ES Eversource Energy Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $52.54 Unrealized 0.0%
GIS General Mills, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $60.59 Unrealized 0.0%
CMI Cummins Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $247.59 Unrealized 0.0%
HRTG Heritage Insurance Holdings Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 20 Est. Cost $7.05 Unrealized 0.0%
CMA Comerica, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $47.58 Unrealized 0.0%
WINDSTREAM HOLDIN 7.5XXX 0.0%
Value ($000) $0 Shares 19,000 Est. Cost $3.14 Unrealized
BRKR Bruker Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $79.83 Unrealized 0.0%
Amedisys Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $284.09 Unrealized
Sirius XM Holdings Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 55 Est. Cost $3.85 Unrealized
BBJP J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $0 Shares 4 Est. Cost $52.50 Unrealized
CRTO Criteo S.A ADR 0.0%
Value ($000) $0 Shares 6 Est. Cost $35.00 Unrealized
HRTX Heron Therapeutics Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 75 Est. Cost $2.51 Unrealized 0.0%
BKH Black Hills Corporation Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $47.73 Unrealized 0.0%
TWST Twist Bioscience Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 5 Est. Cost $53.95 Unrealized -33.1%
HPE Hewlett Packard Enterprise Co Ordinary Shares 0.0%
Value ($000) $0 Shares 12 Est. Cost $12.75 Unrealized +21.0%
SRPT Sarepta Therapeutics Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $122.50 Unrealized 0.0%
NBR Nabors Industries Ltd Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $81.82 Unrealized 0.0%
Intra-Cellular Therapies Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $68.00 Unrealized
UPST UPSTART HLDGS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $30.45 Unrealized -2.9%
MAIN Main Street Capital Corporation Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $44.10 Unrealized +2.5%
FTRE Fortrea Holdings Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 5 Est. Cost $34.68 Unrealized 0.0%
PPLT abrdn ETF abrdn Physical Platinum Shares ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $98.00 Unrealized
Landsea Homes Corporation Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 14 Est. Cost $14.00 Unrealized
COMP Compass Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 53 Est. Cost $3.53 Unrealized 0.0%
Ginkgo Bioworks Holdings Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 166 Est. Cost $1.88 Unrealized
IBRX ImmunityBio Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 35 Est. Cost $4.43 Unrealized +2.2%
Direxion Shares ETF Trust Direxion Daily S&P 500 Bear -3X Shares 0.0%
Value ($000) $0 Shares 22 Est. Cost $8.77 Unrealized
TTD Trade Desk Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 2 Est. Cost $75.77 Unrealized 0.0%
SKM SK Telecom Co Ltd ADR 0.0%
Value ($000) $0 Shares 9 Est. Cost $114.28 Unrealized
BC Brunswick Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $83.80 Unrealized 0.0%
DTM DT Midstream Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $51.93 Unrealized 0.0%
STAA Staar Surgical Co. Ordinary Shares 0.0%
Value ($000) $0 Shares 5 Est. Cost $32.51 Unrealized 0.0%
Aptiv PLC Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $76.17 Unrealized
CYTK Cytokinetics Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $77.34 Unrealized 0.0%
DHLGY Deutsche Post AG ADR 0.0%
Value ($000) $0 Shares 4 Est. Cost $29.57 Unrealized
TKR Timken Co. Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $82.48 Unrealized 0.0%
EDU New Oriental Education & Technology Group Inc. ADR 0.0%
Value ($000) $0 Shares 2 Est. Cost $87.50 Unrealized
GIII G-III Apparel Group Ltd. Ordinary Shares 0.0%
Value ($000) $0 Shares 6 Est. Cost $30.49 Unrealized 0.0%
APPS Digital Turbine Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 67 Est. Cost $4.24 Unrealized 0.0%
EWJ BlackRock Institutional Trust Company N.A. iShares MSCI Japan ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $87.00 Unrealized
NMRK Newmark Group Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 15 Est. Cost $10.28 Unrealized 0.0%
NJR New Jersey Resources Corporation Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $39.07 Unrealized 0.0%
MLP Maui Land & Pineapple Co., Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 8 Est. Cost $19.64 Unrealized 0.0%
SBRA Sabra Healthcare REIT Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 11 Est. Cost $15.45 Unrealized
Amarin Corp ADR 0.0%
Value ($000) $0 Shares 188 Est. Cost $0.89 Unrealized
CTRE CareTrust REIT Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 7 Est. Cost $23.71 Unrealized
BHP BHP Group Limited ADR 0.0%
Value ($000) $0 Shares 3 Est. Cost $325.23 Unrealized
MAC Macerich Co. Ordinary Shares 0.0%
Value ($000) $0 Shares 10 Est. Cost $16.40 Unrealized
PKG Packaging Corp Of America Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $120.59 Unrealized +37.0%
RLJ RLJ Lodging Trust Ordinary Shares 0.0%
Value ($000) $0 Shares 15 Est. Cost $10.87 Unrealized
U Unity Software Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 6 Est. Cost $31.43 Unrealized 0.0%
STWD Starwood Property Trust Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 8 Est. Cost $19.61 Unrealized
DGII Digi International, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 5 Est. Cost $27.92 Unrealized 0.0%
Inhibrx Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $30.20 Unrealized
SIGA SIGA Technologies Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 18 Est. Cost $4.85 Unrealized 0.0%
KMX Carmax Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $75.64 Unrealized 0.0%
TRI Thomson-Reuters Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $148.11 Unrealized 0.0%
DG Dollar General Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $207.49 Unrealized -34.2%
ADTN ADTRAN Holdings Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 29 Est. Cost $12.13 Unrealized -47.4%
VET Vermilion Energy Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 12 Est. Cost $12.29 Unrealized -8.9%
VLTO Veralto Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $82.23 Unrealized 0.0%
RHP Ryman Hospitality Properties Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $153.00 Unrealized
Tellurian Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 231 Est. Cost $0.66 Unrealized
KYMR Kymera Therapeutics Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $35.78 Unrealized 0.0%
DFNL Davis Selected Advisers L.P Davis Select Financial ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $30.40 Unrealized
EQNR Equinor ASA ADR 0.0%
Value ($000) $0 Shares 6 Est. Cost $25.33 Unrealized
KMI Kinder Morgan Inc Ordinary Shares - Class P 0.0%
Value ($000) $0 Shares 8 Est. Cost $14.19 Unrealized +12.6%
HUN Huntsman Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 6 Est. Cost $24.82 Unrealized 0.0%
HLIT Harmonic, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 11 Est. Cost $12.76 Unrealized 0.0%
TKO TKO Group Holdings Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 2 Est. Cost $82.21 Unrealized 0.0%
FOUR Shift4 Payments Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 2 Est. Cost $75.22 Unrealized 0.0%
Schnitzer Steel Industries Inc. Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 7 Est. Cost $22.53 Unrealized
Karyopharm Therapeutics Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 97 Est. Cost $12.81 Unrealized
UGI UGI Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 6 Est. Cost $24.02 Unrealized 0.0%
ST Sensata Technologies Holding Plc Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $35.01 Unrealized 0.0%
PSN Parsons Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $72.90 Unrealized 0.0%
INO Inovio Pharmaceuticals Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 10 Est. Cost $4.94 Unrealized +74.8%
CSGP Costar Group, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $86.08 Unrealized 0.0%
ONB Old National Bancorp Ordinary Shares 0.0%
Value ($000) $0 Shares 8 Est. Cost $16.55 Unrealized 0.0%
RGEN Repligen Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $190.44 Unrealized 0.0%
CNQ Canadian Natural Resources Ltd. Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $31.17 Unrealized 0.0%
EA Electronic Arts, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $135.96 Unrealized 0.0%
ARES Ares Management Corp Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 1 Est. Cost $121.35 Unrealized 0.0%
PALL abrdn ETF abrdn Physical Palladium Shares ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $132.00 Unrealized
CSR Centerspace Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $65.00 Unrealized
CAJPY Canon Inc. ADR 0.0%
Value ($000) $0 Shares 4 Est. Cost $32.25 Unrealized
BBCA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $0 Shares 2 Est. Cost $64.00 Unrealized
BlackRock Institutional Trust Company N.A. iShares International Developed Property ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $26.75 Unrealized
PACB Pacific Biosciences of California Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 34 Est. Cost $7.23 Unrealized -19.0%
SCHH Schwab Strategic Trust Schwab U.S. REIT ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $21.17 Unrealized
CHRD Chord Energy Corp Ordinary Shares - New 0.0%
Value ($000) $0 Shares 1 Est. Cost $143.84 Unrealized 0.0%
Enerplus Corporation Ordinary Shares 0.0%
Value ($000) $0 Shares 6 Est. Cost $20.67 Unrealized
PHIN PHINIA Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $31.24 Unrealized 0.0%
HBAN Huntington Bancshares, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 9 Est. Cost $11.94 Unrealized 0.0%
PCH PotlatchDeltic Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $40.33 Unrealized
SpartanNash Co Ordinary Shares 0.0%
Value ($000) $0 Shares 6 Est. Cost $20.17 Unrealized
ONC BeiGene Ltd ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $121.00 Unrealized
AR Antero Resources Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $22.88 Unrealized +5.5%
RBLX Roblox Corporation Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 3 Est. Cost $40.58 Unrealized 0.0%
EW Edwards Lifesciences Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $79.58 Unrealized +5.6%
PBH Prestige Consumer Healthcare Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $60.52 Unrealized +10.5%
BBEU J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $0 Shares 2 Est. Cost $56.50 Unrealized
RYN Rayonier Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $37.33 Unrealized
RXRX Recursion Pharmaceuticals Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 11 Est. Cost $10.76 Unrealized +3.5%
OTTR Otter Tail Corporation Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $82.56 Unrealized 0.0%
BGS B & G FOODS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $8.18 Unrealized 0.0%
CNX CNX Resources Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 5 Est. Cost $20.76 Unrealized 0.0%
REXR Rexford Industrial Realty Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $54.50 Unrealized
JBLU Jetblue Airways Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 14 Est. Cost $6.21 Unrealized 0.0%
KIM Kimco Realty Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 5 Est. Cost $18.19 Unrealized 0.0%
AUDC Audiocodes Ordinary Shares 0.0%
Value ($000) $0 Shares 8 Est. Cost $11.68 Unrealized 0.0%
HRL Hormel Foods Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $29.77 Unrealized 0.0%
CIVI Civitas Resources Inc Ordinary Shares New 0.0%
Value ($000) $0 Shares 1 Est. Cost $58.10 Unrealized 0.0%
COLD Americold Realty Trust Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $25.50 Unrealized
ALEX Alexander & Baldwin Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 6 Est. Cost $16.83 Unrealized
SCHW Charles Schwab Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $72.61 Unrealized -11.5%
BBAX J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $0 Shares 2 Est. Cost $49.50 Unrealized
NUVL Nuvalent Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 2 Est. Cost $79.58 Unrealized 0.0%
RMR RMR Group Inc (The) Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 4 Est. Cost $20.57 Unrealized 0.0%
MTG MGIC Investment Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $18.26 Unrealized +9.2%
SDGR SCHRODINGER ORD 0.0%
Value ($000) $0 Shares 3 Est. Cost $29.90 Unrealized -6.5%
Southwestern Energy Company Ordinary Shares 0.0%
Value ($000) $0 Shares 13 Est. Cost $206.09 Unrealized
FSLR First Solar Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $153.74 Unrealized 0.0%
CVE Cenovus Energy Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $17.55 Unrealized -7.7%
BYDDY BYD Co ADR 0.0%
Value ($000) $0 Shares 2 Est. Cost $47.00 Unrealized
CLDT Chatham Lodging Trust Ordinary Shares 0.0%
Value ($000) $0 Shares 9 Est. Cost $10.33 Unrealized
Crescent Point Energy Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 11 Est. Cost $8.36 Unrealized
AM Antero Midstream Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 7 Est. Cost $11.23 Unrealized +1.4%
AAL American Airlines Group Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 6 Est. Cost $15.37 Unrealized -5.6%
FIRST TR PORTFOLIOS UNIT 9378 DIVID INCOME TR SER 19 0.0%
Value ($000) $0 Shares 8 Est. Cost $7893.81 Unrealized
FHI Federated Hermes Inc Ordinary Shares - Class B 0.0%
Value ($000) $0 Shares 2 Est. Cost $31.90 Unrealized 0.0%
PRK Park National Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $129.97 Unrealized 0.0%
HTGC Hercules Capital Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 5 Est. Cost $16.98 Unrealized +4.6%
CVI CVR Energy Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $31.71 Unrealized 0.0%
PAC Grupo Aeroportuario Del Pacifico SAB de CV ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $86.00 Unrealized
ARCC Ares Capital Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $16.72 Unrealized +1.5%
DXJ WisdomTree Trust WisdomTree Japan Hedged Equity Fund 0.0%
Value ($000) $0 Shares 1 Est. Cost $121.00 Unrealized
PTRQX PGIM TOTAL RETURN BOND R6 0.0%
Value ($000) $0 Shares 7 Est. Cost $12.71 Unrealized
NOG Northern Oil and Gas Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $36.24 Unrealized -2.2%
EWW BlackRock Institutional Trust Company N.A. iShares MSCI Mexico ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $80.00 Unrealized
BCRX Biocryst Pharmaceuticals Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 17 Est. Cost $6.53 Unrealized -13.9%
UBSI United Bankshares, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $35.35 Unrealized 0.0%
SHOO Steven Madden Ltd. Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $40.29 Unrealized 0.0%
G Genpact Ltd Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $33.83 Unrealized 0.0%
ALT Altimmune Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 8 Est. Cost $10.17 Unrealized 0.0%
BANF Bancfirst Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $86.07 Unrealized 0.0%
INFY Infosys Ltd ADR 0.0%
Value ($000) $0 Shares 4 Est. Cost $18.06 Unrealized
WY Weyerhaeuser Co. Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $31.92 Unrealized 0.0%
QLTA BlackRock Institutional Trust Company N.A. iShares Aaa - A Rated Corporate Bond ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $39.00 Unrealized
Verve Therapeutics Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 7 Est. Cost $9.89 Unrealized
FSLY Fastly Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 6 Est. Cost $16.90 Unrealized 0.0%
CLOI VanEck ETF Trust VanEck CLO ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $75.00 Unrealized
ARCT Arcturus Therapeutics Holdings Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $35.43 Unrealized 0.0%
ProShares Trust ProShares UltraPro Short QQQ -3x Shares 0.0%
Value ($000) $0 Shares 7 Est. Cost $10.43 Unrealized
Avangrid Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $36.50 Unrealized
PSEC Prospect Capital Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 13 Est. Cost $4.26 Unrealized 0.0%
EBND SPDR Series Trust SPDR Bloomberg Emerging Markets Local Bond ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $1893.90 Unrealized
NVAX Novavax, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 15 Est. Cost $12.38 Unrealized -62.5%
TU Telus Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $18.68 Unrealized -6.3%
MGNX Macrogenics Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $12.53 Unrealized +20.6%
EXE Chesapeake Energy Corp. Ordinary Shares - New 0.0%
Value ($000) $0 Shares 1 Est. Cost $75.78 Unrealized 0.0%
RNG RINGCENTRAL CL A ORD 0.0%
Value ($000) $0 Shares 2 Est. Cost $33.66 Unrealized 0.0%
Kellanova Co Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $51.97 Unrealized 0.0%
BOH Bank of Hawaii Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $57.92 Unrealized 0.0%
KEN Kenon Holdings Ltd Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $17.90 Unrealized 0.0%
TZA Direxion Shares ETF Trust Direxion Daily Small Cap Bear 3X Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $16.75 Unrealized
BARRICK GOLD CORP F 0.0%
Value ($000) $0 Shares 4 Est. Cost $16.75 Unrealized
SCCO Southern Copper Corporation Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $78.22 Unrealized 0.0%
BANR Banner Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $43.65 Unrealized 0.0%
RPRX Royalty Pharma plc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 2 Est. Cost $29.48 Unrealized 0.0%
HLI Houlihan Lokey Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 1 Est. Cost $120.44 Unrealized 0.0%
MRBKX MFS TOTAL RETURN BOND R6 0.0%
Value ($000) $0 Shares 7 Est. Cost $9.29 Unrealized
BHVN Biohaven Ltd Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $49.52 Unrealized 0.0%
Enact Holdings Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $32.00 Unrealized
CNA CNA Financial Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $38.53 Unrealized 0.0%
NEO NEOGENOMICS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $15.33 Unrealized +0.7%
Genprex Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 21 Est. Cost $2.95 Unrealized
APAM Artisan Partners Asset Management Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 1 Est. Cost $30.89 Unrealized +16.2%
LUV Southwest Airlines Co Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $42.23 Unrealized -29.8%
VALE Vale S.A. ADR 0.0%
Value ($000) $0 Shares 5 Est. Cost $5538.09 Unrealized
ACGBY Agricultural Bank of China ADR 0.0%
Value ($000) $0 Shares 6 Est. Cost $712.54 Unrealized
ORC ORCHID ISLAND CAP 0.0%
Value ($000) $0 Shares 7 Est. Cost $8.57 Unrealized
HLNE Hamilton Lane Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 1 Est. Cost $112.92 Unrealized 0.0%
VCEL Vericel Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $43.83 Unrealized 0.0%
SFM Sprouts Farmers Market Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $55.72 Unrealized 0.0%
RIO Rio Tinto plc ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $615.07 Unrealized
EWU BlackRock Institutional Trust Company N.A. iShares MSCI United Kingdom ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $26.50 Unrealized
CWEN Clearway Energy Inc Ordinary Shares - Class C 0.0%
Value ($000) $0 Shares 3 Est. Cost $20.98 Unrealized 0.0%
TAC Transalta Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 10 Est. Cost $7.10 Unrealized 0.0%
RY Royal Bank Of Canada Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $98.69 Unrealized 0.0%
IAC IAC Inc Ordinary Shares - New 0.0%
Value ($000) $0 Shares 1 Est. Cost $43.17 Unrealized 0.0%
CVBF CVB Financial Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $16.29 Unrealized 0.0%
CRC California Resources Corporation Ordinary Shares - New 0.0%
Value ($000) $0 Shares 1 Est. Cost $49.20 Unrealized 0.0%
AEIS Advanced Energy Industries Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $101.36 Unrealized 0.0%
QIWI ADR REP CL B ORD 0.0%
Value ($000) $0 Shares 28 Est. Cost $2.34 Unrealized
RHI Robert Half Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $106.39 Unrealized -24.3%
FIPDX FIDELITY INFLATION-PROT BD INDEX 0.0%
Value ($000) $0 Shares 6 Est. Cost $9.17 Unrealized
CMWAY Commonwealth Bank of Australia ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $54.00 Unrealized
LNT Alliant Energy Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $46.11 Unrealized 0.0%
BACHY Bank of China Ltd. ADR 0.0%
Value ($000) $0 Shares 5 Est. Cost $882.00 Unrealized
ICL ICL Group Ltd. Ordinary Shares 0.0%
Value ($000) $0 Shares 10 Est. Cost $4.92 Unrealized 0.0%
MCHI BlackRock Institutional Trust Company N.A. iShares MSCI China ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $52.00 Unrealized
TCEHY Tencent Holdings Ltd. ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $1358.58 Unrealized
BABA Alibaba Group Holding Ltd ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $253.51 Unrealized
BKE Buckle, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $32.90 Unrealized 0.0%
TILE Interface Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $13.84 Unrealized 0.0%
HDB HDFC Bank Ltd. ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $50.00 Unrealized
PAAS Pan American Silver Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $13.80 Unrealized 0.0%
SDZNY Sandoz Group AG ADR 0.0%
Value ($000) $0 Shares 2 Est. Cost $25.29 Unrealized
E Eni Spa ADR 0.0%
Value ($000) $0 Shares 2 Est. Cost $6708.58 Unrealized
NTTYY Nippon Telegraph & Telephone Corp. ADR 0.0%
Value ($000) $0 Shares 2 Est. Cost $288.58 Unrealized
EWN BlackRock Institutional Trust Company N.A. iShares MSCI Netherlands ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $36.00 Unrealized
SMFG Sumitomo Mitsui Financial Group Inc ADR 0.0%
Value ($000) $0 Shares 4 Est. Cost $12.00 Unrealized
VITL Vital Farms Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $17.44 Unrealized 0.0%
DBC DB Commodity Services LLC Invesco DB Commodity Index Tracking Fund 0.0%
Value ($000) $0 Shares 2 Est. Cost $25.00 Unrealized
SAN Banco Santander S.A. ADR 0.0%
Value ($000) $0 Shares 9 Est. Cost $4.14 Unrealized
IDCBY Industrial & Commercial Bank of China Ltd. ADR 0.0%
Value ($000) $0 Shares 5 Est. Cost $409.64 Unrealized
CICHY China Construction Bank Corp. ADR 0.0%
Value ($000) $0 Shares 4 Est. Cost $409.67 Unrealized
IP INTERNTNL PAPER 0.0%
Value ($000) $0 Shares 1 Est. Cost $30.76 Unrealized +9.2%
EWL BlackRock Institutional Trust Company N.A. iShares MSCI Switzerland ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $40.00 Unrealized
ACH Owens & Minor, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $17.75 Unrealized +25.1%
AGYS Agilysys, Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $80.83 Unrealized 0.0%
RDNT Radnet Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $31.13 Unrealized +29.4%
SBS Companhia de Saneamento Basico do Estado de Sao Paulo. ADR 0.0%
Value ($000) $0 Shares 3 Est. Cost $14.67 Unrealized
MKKGY Merck KGAA ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $4343.75 Unrealized
MMSI Merit Medical Systems, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $77.20 Unrealized 0.0%
EWQ BlackRock Institutional Trust Company N.A. iShares MSCI France ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $36.00 Unrealized
EXEL Exelixis Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $22.23 Unrealized 0.0%
OPCH Option Care Health Inc. Registered Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $31.87 Unrealized +1.6%
Scilex Holding Company Ordinary Shares 0.0%
Value ($000) $0 Shares 27 Est. Cost $1.59 Unrealized
ANIP ANI Pharmaceuticals Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $44.33 Unrealized +36.2%
GLNCY Glencore plc ADR 0.0%
Value ($000) $0 Shares 4 Est. Cost $10.75 Unrealized
Patterson Companies Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $2005.18 Unrealized
VREX Varex Imaging Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $20.93 Unrealized -12.3%
VTRS Viatris Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $11.04 Unrealized 0.0%
SQM Sociedad Quimica Y Minera de Chile S.A. ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $2508.16 Unrealized
ACHC Acadia Healthcare Company Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $81.78 Unrealized 0.0%
F Ford Motor Co. Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $10.69 Unrealized 0.0%
AMPH Amphastar Pharmaceuticals Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $44.33 Unrealized +16.5%
AL Air Lease Corp Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 1 Est. Cost $41.38 Unrealized 0.0%
PHG KONINKLIJKE PHILIPS N FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $28815.56 Unrealized
CSIQ Canadian Solar Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $21.55 Unrealized 0.0%
WORKHORSE GROUP INC 0.0%
Value ($000) $0 Shares 172 Est. Cost $0.36 Unrealized
ALKS Alkermes plc Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $28.40 Unrealized 0.0%
DAVA Endava plc ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $38.00 Unrealized
OSUR Orasure Technologies Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 6 Est. Cost $5.64 Unrealized +28.8%
SSL Sasol Ltd ADR 0.0%
Value ($000) $0 Shares 4 Est. Cost $8.75 Unrealized
SVC Service Properties Trust Ordinary Shares 0.0%
Value ($000) $0 Shares 5 Est. Cost $7.00 Unrealized
TPICQ TPI Composites Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 12 Est. Cost $2.95 Unrealized 0.0%
ICAFX AMERICAN FUNDS INVMT CO OF AMER F2 0.0%
Value ($000) $0 Shares 1 Est. Cost $37104.05 Unrealized
FBKWX FIDELITY ADVISOR TOTAL BOND Z 0.0%
Value ($000) $0 Shares 3 Est. Cost $11.00 Unrealized
AX Axos Financial Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $53.89 Unrealized -2.4%
AAGIY AIA Group Limited ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $33.00 Unrealized
ESTA Establishment Labs Holdings Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $40.14 Unrealized 0.0%
ProShares Trust ProShares UltraPro Short Dow30 -3x Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $16.00 Unrealized
SWASX SCHWAB GLOBAL REAL ESTATE 0.0%
Value ($000) $0 Shares 5 Est. Cost $6.20 Unrealized
FIRST TRUST PORTFOLIOS UNIT 10065 DIVIDEND INCOME TR SER 20 MONTHLY REI 0.0%
Value ($000) $0 Shares 3 Est. Cost $29708.14 Unrealized
RIG Transocean Ltd Ordinary Shares 0.0%
Value ($000) $0 Shares 5 Est. Cost $4.52 Unrealized +20.8%
Accolade Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $10.33 Unrealized
Global X Funds Global X MSCI Norway ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $29.00 Unrealized
OHI Omega Healthcare Investors, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $3452.74 Unrealized
NORW Global X Funds Global X MSCI Norway ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $28.00 Unrealized
TTDKY TDK Corporation ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $4033.87 Unrealized
OPRA Opera Ltd ADR 0.0%
Value ($000) $0 Shares 2 Est. Cost $9.96 Unrealized
ALLY Ally Financial Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $34.22 Unrealized 0.0%
HSTM HEALTHSTREAM INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $25.11 Unrealized +6.5%
EWT BlackRock Institutional Trust Company N.A. iShares MSCI Taiwan ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $27.00 Unrealized
OTEX Open Text Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $40.17 Unrealized -6.2%
JD JD.com Inc ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $1305.11 Unrealized
USB U.S. Bancorp. Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $48.43 Unrealized -20.2%
Wolfspeed Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $24.00 Unrealized
PGMSX T. ROWE PRICE GLOBAL MULTI-SECTOR BD I 0.0%
Value ($000) $0 Shares 2 Est. Cost $11.50 Unrealized
LEHMAN BROTHERS HOL 6XXXESC PEND POSS FUTR DISTREFF: 03/06/12 0.0%
Value ($000) $0 Shares 16,000 Est. Cost $36.60 Unrealized
FRSTX FRANKLIN STRATEGIC INCOME A 0.0%
Value ($000) $0 Shares 2 Est. Cost $26760.51 Unrealized
Silk Road Medical Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $20.00 Unrealized
FLNC Fluence Energy Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.29 Unrealized 0.0%
HLGAX JPMORGAN GOVERNMENT BOND I 0.0%
Value ($000) $0 Shares 2 Est. Cost $17991.60 Unrealized
LHYFX LORD ABBETT HIGH YIELD F 0.0%
Value ($000) $0 Shares 3 Est. Cost $140486.61 Unrealized
MIND MEDICINE MINDMED F 0.0%
Value ($000) $0 Shares 2 Est. Cost $9.50 Unrealized
EWH BlackRock Institutional Trust Company N.A. iShares MSCI Hong Kong ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $11.00 Unrealized
FKINX FRANKLIN INCOME A1 0.0%
Value ($000) $0 Shares 8 Est. Cost $9546.35 Unrealized
GNMA PL 780656 6.5 27 DUE 10/15/27 0.0%
Value ($000) $0 Shares 25,000 Est. Cost $4.81 Unrealized
PDBZX PGIM TOTAL RETURN BOND Z 0.0%
Value ($000) $0 Shares 1 Est. Cost $20127.79 Unrealized
VNM VanEck ETF Trust VanEck Vietnam ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $9.00 Unrealized
ALGM Allegro Microsystems Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $28.90 Unrealized 0.0%
EWO BlackRock Institutional Trust Company N.A. iShares MSCI Austria ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $11.00 Unrealized
SUZ Suzano S.A. ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $10.16 Unrealized
VWITX VANGUARD INTERM-TERM TX-EX INV 0.0%
Value ($000) $0 Shares 1 Est. Cost $159221.73 Unrealized
PBDPX PIMCO INVESTMENT GRADE CREDIT BOND I-2 0.0%
Value ($000) $0 Shares 1 Est. Cost $59241.32 Unrealized
ARCO Arcos Dorados Holdings Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 1 Est. Cost $9.65 Unrealized +16.0%
JMIA Jumia Technologies Ag ADR 0.0%
Value ($000) $0 Shares 2 Est. Cost $5.50 Unrealized
PTTRX PIMCO Total Return Fund Class Institutional 0.0%
Value ($000) $0 Shares 1 Est. Cost $10.00 Unrealized
Sunpower Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $3.33 Unrealized
ORANY Orange. ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $88.69 Unrealized
WACPX WESTERN ASSET CORE PLUS BOND I 0.0%
Value ($000) $0 Shares 1 Est. Cost $35373.16 Unrealized
ESS Tech Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 12 Est. Cost $0.75 Unrealized
BKMIX BLACKROCK MULTI-ASSET INCOME PORTFOLIO K 0.0%
Value ($000) $0 Shares 1 Est. Cost $53921.63 Unrealized
CHWY Chewy Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 1 Est. Cost $17.96 Unrealized 0.0%
IBIO IBIO INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $4.38 Unrealized -71.3%
SUPV Grupo Supervielle S.A. ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $98.07 Unrealized
OCUL Ocular Therapeutix Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $7.10 Unrealized 0.0%
MHYIX MAINSTAY MACKAY HIGH YIELD CORP BD I 0.0%
Value ($000) $0 Shares 1 Est. Cost $110577.48 Unrealized
QS QuantumScape Corp Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 1 Est. Cost $6.73 Unrealized 0.0%
FNMA PL 346951 7.5 26 DUE 05/01/26 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $19.76 Unrealized
PAGS PagSeguro Digital Ltd Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 1 Est. Cost $13.23 Unrealized 0.0%
PFIUX PIMCO Dynamic Bond Fund Institutional Class 0.0%
Value ($000) $0 Shares 1 Est. Cost $6.00 Unrealized
PFBPX PIMCO INTERNATIONAL BOND (USD-HDG) I-2 0.0%
Value ($000) $0 Shares 1 Est. Cost $400688.00 Unrealized
TKC Turkcell Iletisim Hizmetleri A.S. ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $4.52 Unrealized
PZTRX PGIM GLOBAL TOTAL RETURN Z 0.0%
Value ($000) $0 Shares 1 Est. Cost $45339.16 Unrealized
CLLS Cellectis ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $6.89 Unrealized
BM Technologies Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 1 Est. Cost $28481.13 Unrealized
TE FREYR Battery Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.58 Unrealized 0.0%
SBNY SIGNATURE BANK 0.0%
Value ($000) $0 Shares 1 Est. Cost $2.00 Unrealized
FNMA PL 303585 7 25 DUE 10/01/25 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $15.80 Unrealized
BB BlackBerry Ltd Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $2.92 Unrealized 0.0%
PDL BIOPHARMA ORD 0.0%
Value ($000) $0 Shares 99 Est. Cost Unrealized
FRCB First Republic Bank Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $208.30 Unrealized -100.0%
BBIG VINCO VENTURES INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $0.01 Unrealized 0.0%
GWG HLDGS INC 5.5XXXPEND POSSIBLE FUTURE DISTRIBUTIONS 0.0%
Value ($000) $0 Shares 206,565 Est. Cost Unrealized
CHESAPEAKE OILF 6.625XXXESC PEND POSS FUTR DISTR 0.0%
Value ($000) $0 Shares 41,000 Est. Cost $1.78 Unrealized
EVERGREEN ENERGY INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $95206.73 Unrealized
METEOR INDUSTRIES INCXXXREGISTRATION REVOKED BY THE SEC EFF: 01/10/14 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $63.36 Unrealized
VALENCE TECHNOLOGY INC BANKRUPTCY EFF: 03/07/14 0.0%
Value ($000) $0 Shares 29 Est. Cost $2695.08 Unrealized
CANNABIS SCIENCE INC XXXREGISTRATION REVOKED BY THE SEC EFF: 10/25/19 0.0%
Value ($000) $0 Shares 1,700 Est. Cost $171.66 Unrealized
ENERPULSE TECH XXXREGISTRATION REVOKED BY THE SEC EFF: 10/24/18 0.0%
Value ($000) $0 Shares 1,477 Est. Cost $53.40 Unrealized
UNITED DEV FUNDING XXXREGISTRATION REVOKED BY THE SEC EFF: 08/13/20 0.0%
Value ($000) $0 Shares 240 Est. Cost $725.36 Unrealized
UNITED CANNABIS CORP XXXREGISTRATION REVOKED BY THE SEC EFF: 02/02/22 0.0%
Value ($000) $0 Shares 88 Est. Cost $675.31 Unrealized
MOUNTAIN HIGH ACQ CO XXXREGISTRATION REVOKED BY THE SEC EFF: 11/13/23 0.0%
Value ($000) $0 Shares 700 Est. Cost $58.52 Unrealized
BITCOIN SERVICES INC XXXREGISTRATION REVOKED BY THE SEC EFF: 07/29/21 0.0%
Value ($000) $0 Shares 260 Est. Cost Unrealized
NBIS YANDEX N V FCLASS A 0.0%
Value ($000) $0 Shares 217 Est. Cost $4854.95 Unrealized
SVA SINOVAC BIOTECH ORD 0.0%
Value ($000) $0 Shares 77 Est. Cost $6.47 Unrealized 0.0%
SINOVAC BIOTECH LTD CONTRA DO NOT SELL 0.0%
Value ($000) $0 Shares 27 Est. Cost Unrealized
TAURIGA SCIENCES INC 0.0%
Value ($000) $0 Shares 2,668 Est. Cost $27.40 Unrealized
HEADHUNTER GROUP ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized
PLX PHARMA INC. XXXBANKRUPTCY EFF: 10/02/23 0.0%
Value ($000) $0 Shares 1,050 Est. Cost Unrealized
HARVEST NATURAL RES 0.0%
Value ($000) $0 Shares 62 Est. Cost $1242.58 Unrealized