Sterling Investment Advisors, Ltd. Diversified Active

CIK: 0001701132 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 29, 2021

Total Value ($000): $341,883 (100.0% shares, 0.0% debt)

Holdings (563)

AAPL Apple, Inc. 6.5%
Value ($000) $22,140 Shares 161,656 Est. Cost $84.88 Unrealized +49.0%
GMED Globus Medical, Inc. 4.3%
Value ($000) $14,585 Shares 188,123 Est. Cost $35.43 Unrealized +100.7%
AMZN Amazon.com, Inc. 2.9%
Value ($000) $9,942 Shares 2,890 Est. Cost $57.95 Unrealized +186.8%
JNJ Johnson & Johnson 2.7%
Value ($000) $9,099 Shares 55,230 Est. Cost $106.06 Unrealized +36.6%
GOOGL Alphabet, Inc. Class A 2.3%
Value ($000) $8,012 Shares 3,281 Est. Cost $41.28 Unrealized +180.8%
ITOT iShares Core S&P Small-Cap ETF 2.3%
Value ($000) $7,959 Shares 70,443 Est. Cost $97.44 Unrealized
GLD SPDR Gold Shares ETF 2.2%
Value ($000) $7,431 Shares 44,866 Est. Cost $138.74 Unrealized
CRWD CrowdStrike Holdings, Inc. 2.1%
Value ($000) $7,220 Shares 28,730 Est. Cost $57.01 Unrealized +277.5%
XYZ Square, Inc. 1.9%
Value ($000) $6,396 Shares 26,233 Est. Cost $68.90 Unrealized +236.6%
MSFT Microsoft Corp. 1.8%
Value ($000) $6,134 Shares 22,643 Est. Cost $55.00 Unrealized +345.0%
GDX VanEck Vectors Gold Miners ETF 1.7%
Value ($000) $5,940 Shares 174,815 Est. Cost $27.45 Unrealized
CWB SPDR Barclays Convertible Securities ETF 1.7%
Value ($000) $5,899 Shares 68,021 Est. Cost $46.38 Unrealized
IYY iShares Dow Jones Select Divid. Index ETF 1.7%
Value ($000) $5,793 Shares 49,677 Est. Cost $96.21 Unrealized
Visa, Inc. 1.6%
Value ($000) $5,396 Shares 23,079 Est. Cost $84.25 Unrealized
VZ Verizon Communications, Inc. 1.5%
Value ($000) $5,210 Shares 92,979 Est. Cost $33.28 Unrealized +30.5%
PFF iShares S&P US Preferred Stock Index ETF 1.5%
Value ($000) $5,155 Shares 131,059 Est. Cost $37.18 Unrealized
JPST JPMorgan Ultra-Short Income ETF 1.5%
Value ($000) $5,095 Shares 100,410 Est. Cost $50.24 Unrealized
KKR & Co. 1.4%
Value ($000) $4,910 Shares 82,879 Est. Cost $24.38 Unrealized
COST Costco Wholesale Corp. 1.4%
Value ($000) $4,864 Shares 12,293 Est. Cost $239.60 Unrealized +49.9%
UPS United Parcel Service, Inc. 1.3%
Value ($000) $4,475 Shares 21,516 Est. Cost $83.54 Unrealized +96.5%
JPM JPMorgan Chase & Co. 1.2%
Value ($000) $4,158 Shares 26,731 Est. Cost $72.17 Unrealized +93.6%
IJH SPDR S&P MidCap 400 ETF 1.1%
Value ($000) $3,820 Shares 8,657 Est. Cost $304.46 Unrealized
AMT American Tower Corp. 1.1%
Value ($000) $3,772 Shares 13,963 Est. Cost $126.19 Unrealized +75.4%
PINS Pinterest, Inc. 1.1%
Value ($000) $3,738 Shares 47,345 Est. Cost $19.52 Unrealized +257.2%
BlackRock, Inc. 1.1%
Value ($000) $3,720 Shares 4,252 Est. Cost $390.90 Unrealized
GS Goldman Sachs Group 1.0%
Value ($000) $3,557 Shares 9,372 Est. Cost $165.75 Unrealized +92.7%
CVS CVS Health Corp. 1.0%
Value ($000) $3,379 Shares 40,497 Est. Cost $56.62 Unrealized +24.5%
PPL PPL Corp. 1.0%
Value ($000) $3,271 Shares 116,959 Est. Cost $22.37 Unrealized +8.5%
AMGN Amgen, Inc. 0.9%
Value ($000) $3,113 Shares 12,771 Est. Cost $120.77 Unrealized +75.9%
PD PagerDuty, Inc. 0.9%
Value ($000) $3,077 Shares 72,275 Est. Cost $32.80 Unrealized +23.5%
FNF Fidelity National Financial, Inc. 0.9%
Value ($000) $3,067 Shares 70,565 Est. Cost $31.38 Unrealized +11.5%
KMI Kinder Morgan, Inc. 0.9%
Value ($000) $3,049 Shares 167,251 Est. Cost $12.59 Unrealized +9.0%
NKE Nike, Inc. 0.9%
Value ($000) $3,022 Shares 19,563 Est. Cost $48.35 Unrealized +159.9%
SHOP Shopify, Inc. 0.9%
Value ($000) $2,986 Shares 2,044 Est. Cost $18.47 Unrealized +567.3%
LOW Lowe's Companies Inc. 0.8%
Value ($000) $2,870 Shares 14,796 Est. Cost $60.55 Unrealized +196.5%
ROKU Roku, Inc. 0.8%
Value ($000) $2,824 Shares 6,150 Est. Cost $124.48 Unrealized +184.2%
HON Honeywell International, Inc. 0.8%
Value ($000) $2,797 Shares 12,749 Est. Cost $104.09 Unrealized +84.6%
PG The Procter & Gamble Co. 0.8%
Value ($000) $2,720 Shares 20,157 Est. Cost $67.77 Unrealized +78.1%
OUNZ VanEck Merk Gold Trust ETF 0.8%
Value ($000) $2,636 Shares 153,090 Est. Cost $17.51 Unrealized
ALGN Align Technology, Inc. 0.8%
Value ($000) $2,608 Shares 4,269 Est. Cost $132.50 Unrealized +346.7%
The Blackstone Group, Inc. 0.7%
Value ($000) $2,528 Shares 26,026 Est. Cost $35.68 Unrealized
GOOG Alphabet, Inc. Class C 0.7%
Value ($000) $2,396 Shares 956 Est. Cost $38.79 Unrealized +204.9%
FIVN Five9, Inc. 0.7%
Value ($000) $2,395 Shares 13,060 Est. Cost $66.75 Unrealized +158.2%
CMCSA Comcast Corp. Class A 0.7%
Value ($000) $2,385 Shares 41,825 Est. Cost $32.83 Unrealized +49.4%
REGN Regeneron Pharmaceuticals, Inc. 0.7%
Value ($000) $2,345 Shares 4,198 Est. Cost $485.07 Unrealized +3.9%
FUBO fuboTV, Inc. 0.7%
Value ($000) $2,344 Shares 73,000 Est. Cost $23.94 Unrealized -0.6%
SBUX Starbucks Corp. 0.7%
Value ($000) $2,340 Shares 20,933 Est. Cost $55.72 Unrealized +82.5%
HD The Home Depot, Inc. 0.7%
Value ($000) $2,335 Shares 7,321 Est. Cost $173.91 Unrealized +63.2%
BRK/B Berkshire Hathaway B 0.7%
Value ($000) $2,291 Shares 8,244 Est. Cost $166.16 Unrealized +68.2%
WMT Walmart, Inc. 0.7%
Value ($000) $2,276 Shares 16,136 Est. Cost $27.61 Unrealized +58.7%
PAYX Paychex, Inc. 0.7%
Value ($000) $2,249 Shares 20,959 Est. Cost $47.03 Unrealized +87.7%
AKAM Akamai Technologies, Inc. 0.7%
Value ($000) $2,239 Shares 19,200 Est. Cost $56.28 Unrealized +98.2%
GIS General Mills, Inc. 0.6%
Value ($000) $2,100 Shares 34,458 Est. Cost $35.42 Unrealized +49.4%
PFE Pfizer, Inc. 0.6%
Value ($000) $2,091 Shares 53,395 Est. Cost $27.65 Unrealized +12.1%
PEP PepsiCo, Inc. 0.6%
Value ($000) $2,053 Shares 13,857 Est. Cost $80.23 Unrealized +57.3%
Merck & Co., Inc. 0.6%
Value ($000) $2,028 Shares 26,081 Est. Cost $63.00 Unrealized
JMIA Jumia Technologies AG 0.6%
Value ($000) $2,003 Shares 66,050 Est. Cost $39.74 Unrealized
BlackRock Municipal 2030 Target Term Trust 0.6%
Value ($000) $1,988 Shares 75,783 Est. Cost $23.89 Unrealized
ABBV AbbVie, Inc. 0.6%
Value ($000) $1,958 Shares 17,387 Est. Cost $48.94 Unrealized +93.6%
TSLA Tesla Motors, Inc. 0.5%
Value ($000) $1,797 Shares 2,644 Est. Cost $197.48 Unrealized +9.9%
ANVS Annovis Bio, Inc. 0.5%
Value ($000) $1,761 Shares 20,574 Est. Cost $5.35 Unrealized +763.4%
CMI Cummins, Inc. 0.5%
Value ($000) $1,705 Shares 6,995 Est. Cost $121.06 Unrealized +88.6%
SPDR S&P 500 ETF 0.5%
Value ($000) $1,661 Shares 3,880 Est. Cost $285.71 Unrealized
ARKG Ark Genomic Revolution ETF 0.5%
Value ($000) $1,650 Shares 17,840 Est. Cost $92.50 Unrealized
WTRG Essential Utilities, Inc. 0.5%
Value ($000) $1,650 Shares 36,104 Est. Cost $47.13 Unrealized -0.5%
ANSYS, Inc. 0.5%
Value ($000) $1,629 Shares 4,694 Est. Cost $345.00 Unrealized
INTC Intel Corp. 0.5%
Value ($000) $1,622 Shares 28,898 Est. Cost $31.35 Unrealized +70.9%
MDLZ Mondelez International, Inc. 0.4%
Value ($000) $1,530 Shares 24,499 Est. Cost $35.32 Unrealized +54.6%
ABT Abbott Laboratories 0.4%
Value ($000) $1,521 Shares 13,119 Est. Cost $33.77 Unrealized +217.7%
FNX First Trust Mid Cap Core AlphaDEX ETF 0.4%
Value ($000) $1,435 Shares 14,335 Est. Cost $57.03 Unrealized
DOCN DigitalOcean Holdings, Inc. 0.4%
Value ($000) $1,405 Shares 25,275 Est. Cost $43.18 Unrealized 0.0%
Eaton Corp. 0.4%
Value ($000) $1,337 Shares 9,021 Est. Cost $71.50 Unrealized
EMR Emerson Electric Co. 0.4%
Value ($000) $1,299 Shares 13,495 Est. Cost $48.06 Unrealized +77.9%
MUB iShares S&P National Municipal Bond ETF 0.4%
Value ($000) $1,298 Shares 11,074 Est. Cost $111.60 Unrealized
DIS Walt Disney Co. 0.4%
Value ($000) $1,287 Shares 7,321 Est. Cost $111.62 Unrealized +57.4%
U Unity Software, Inc. 0.4%
Value ($000) $1,282 Shares 11,675 Est. Cost $98.26 Unrealized 0.0%
Unilever plc 0.4%
Value ($000) $1,280 Shares 21,885 Est. Cost $55.61 Unrealized
PSA Public Storage 0.4%
Value ($000) $1,268 Shares 4,217 Est. Cost $151.15 Unrealized +51.2%
CVX Chevron Corp. 0.4%
Value ($000) $1,234 Shares 11,779 Est. Cost $76.56 Unrealized +13.7%
BDX Becton, Dickinson and Co. 0.3%
Value ($000) $1,161 Shares 4,775 Est. Cost $216.56 Unrealized +2.6%
CURI CuriosityStream, Inc. 0.3%
Value ($000) $1,148 Shares 84,200 Est. Cost $14.80 Unrealized -23.8%
DEO Diageo plc 0.3%
Value ($000) $1,142 Shares 5,957 Est. Cost $104.93 Unrealized
ILMN Illumina, Inc. 0.3%
Value ($000) $1,126 Shares 2,380 Est. Cost $191.57 Unrealized +110.2%
FEX First Trust Large Cap Core AlphaDEX ETF 0.3%
Value ($000) $1,089 Shares 12,685 Est. Cost $49.41 Unrealized
ABNB Airbnb, Inc. 0.3%
Value ($000) $1,011 Shares 6,605 Est. Cost $170.19 Unrealized -7.8%
ALPS Alerian MLP ETF 0.3%
Value ($000) $939 Shares 25,780 Est. Cost $17.71 Unrealized
BND Vanguard Total Bond Market ETF 0.3%
Value ($000) $921 Shares 10,725 Est. Cost $83.77 Unrealized
SPMD SPDR Portfolio Mid Cap ETF 0.3%
Value ($000) $906 Shares 19,200 Est. Cost $32.54 Unrealized
ARCC Ares Capital Corp. 0.3%
Value ($000) $874 Shares 44,626 Est. Cost $10.08 Unrealized +24.1%
CSCO Cisco Systems, Inc. 0.3%
Value ($000) $874 Shares 16,491 Est. Cost $33.39 Unrealized +37.3%
Skillz, Inc. 0.3%
Value ($000) $872 Shares 40,160 Est. Cost $19.03 Unrealized
MCD McDonald's Corp. 0.3%
Value ($000) $870 Shares 3,765 Est. Cost $106.70 Unrealized +96.1%
SYK Stryker Corp. 0.3%
Value ($000) $864 Shares 3,325 Est. Cost $109.41 Unrealized +122.6%
Nuveen Intermed. Duration Muni. Term Fund 0.3%
Value ($000) $861 Shares 57,500 Est. Cost $13.10 Unrealized
ORCL Oracle Corp. 0.2%
Value ($000) $849 Shares 10,904 Est. Cost $35.72 Unrealized +106.0%
LVS Las Vegas Sands Corp. 0.2%
Value ($000) $828 Shares 15,715 Est. Cost $56.59 Unrealized -2.6%
GDXJ VanEck Vectors Junior Gold Miners ETF 0.2%
Value ($000) $825 Shares 17,650 Est. Cost $34.08 Unrealized
GLW Corning, Inc. 0.2%
Value ($000) $819 Shares 20,030 Est. Cost $19.96 Unrealized +91.9%
HTGC Hercules Capital, Inc. 0.2%
Value ($000) $817 Shares 47,900 Est. Cost $13.14 Unrealized +30.2%
KO The Coca-Cola Co. 0.2%
Value ($000) $760 Shares 14,044 Est. Cost $32.57 Unrealized +45.1%
JMST JPMorgan Ultra-Short Municipal Income ETF 0.2%
Value ($000) $720 Shares 14,100 Est. Cost $50.99 Unrealized
ADBE Adobe Systems, Inc. 0.2%
Value ($000) $719 Shares 1,227 Est. Cost $164.95 Unrealized +212.5%
TFC Truist Financial Corp. 0.2%
Value ($000) $711 Shares 12,812 Est. Cost $40.89 Unrealized +15.1%
VWO Vanguard FTSE Emerging Markets ETF 0.2%
Value ($000) $707 Shares 13,018 Est. Cost $37.65 Unrealized
ICLN iShares Global Clean Energy ETF 0.2%
Value ($000) $666 Shares 28,400 Est. Cost $22.47 Unrealized
BAX Baxter International, Inc. 0.2%
Value ($000) $665 Shares 8,263 Est. Cost $41.78 Unrealized +81.1%
FSLY Fastly, Inc. 0.2%
Value ($000) $657 Shares 11,030 Est. Cost $86.68 Unrealized -34.4%
EFA iShares MSCI EAFE Index ETF 0.2%
Value ($000) $546 Shares 6,923 Est. Cost $69.65 Unrealized
GILD Gilead Sciences, Inc. 0.2%
Value ($000) $539 Shares 7,827 Est. Cost $57.00 Unrealized -2.0%
ARKK Ark Innovation ETF 0.2%
Value ($000) $517 Shares 3,950 Est. Cost $130.59 Unrealized
META Facebook, Inc. 0.1%
Value ($000) $505 Shares 1,452 Est. Cost $158.00 Unrealized +101.6%
TTD The Trade Desk, Inc. 0.1%
Value ($000) $484 Shares 6,250 Est. Cost $60.17 Unrealized +6.2%
GSBD Goldman Sachs BDC, Inc. 0.1%
Value ($000) $464 Shares 23,681 Est. Cost $22.28 Unrealized -11.3%
NVDA NVIDIA Corp. 0.1%
Value ($000) $461 Shares 577 Est. Cost $4.95 Unrealized +223.2%
XOM Exxon Mobil Corp. 0.1%
Value ($000) $455 Shares 7,217 Est. Cost $55.16 Unrealized -9.3%
CAT Caterpillar Inc. 0.1%
Value ($000) $453 Shares 2,083 Est. Cost $120.80 Unrealized +75.4%
BABA Alibaba Group Holdings Ltd. 0.1%
Value ($000) $403 Shares 1,779 Est. Cost $182.27 Unrealized
Twitter, Inc. 0.1%
Value ($000) $400 Shares 5,807 Est. Cost $19.58 Unrealized
TDOC Teladoc, Inc. 0.1%
Value ($000) $393 Shares 2,363 Est. Cost $183.62 Unrealized -11.8%
DraftKings, Inc. 0.1%
Value ($000) $389 Shares 7,450 Est. Cost $52.58 Unrealized
LLY Eli Lilly & Co. 0.1%
Value ($000) $386 Shares 1,680 Est. Cost $64.22 Unrealized +198.8%
IMNM Immunome, Inc. 0.1%
Value ($000) $374 Shares 21,627 Est. Cost $22.09 Unrealized 0.0%
Invesco QQQ ETF 0.1%
Value ($000) $369 Shares 1,040 Est. Cost $182.55 Unrealized
C Citigroup, Inc. 0.1%
Value ($000) $368 Shares 5,208 Est. Cost $53.13 Unrealized +18.1%
LMT Lockheed Martin Corp. 0.1%
Value ($000) $368 Shares 973 Est. Cost $261.19 Unrealized +29.6%
VUG Vanguard Growth ETF 0.1%
Value ($000) $351 Shares 1,225 Est. Cost $142.36 Unrealized
FSLR First Solar, Inc. 0.1%
Value ($000) $326 Shares 3,600 Est. Cost $58.07 Unrealized +36.3%
ZM Zoom Video Communications, Inc. 0.1%
Value ($000) $310 Shares 800 Est. Cost $85.18 Unrealized +291.0%
NEM Newmont Goldcorp Corp. 0.1%
Value ($000) $285 Shares 4,501 Est. Cost $52.35 Unrealized +10.6%
Bank of America Corp. 0.1%
Value ($000) $283 Shares 6,869 Est. Cost $26.31 Unrealized
WYNN Wynn Resorts, LTD 0.1%
Value ($000) $281 Shares 2,300 Est. Cost $87.67 Unrealized +41.2%
WM Waste Management, Inc. 0.1%
Value ($000) $280 Shares 1,995 Est. Cost $92.14 Unrealized +39.5%
RBLX Roblox Corp. 0.1%
Value ($000) $274 Shares 3,050 Est. Cost $76.83 Unrealized +4.5%
Gores Holdings VI, Inc. 0.1%
Value ($000) $272 Shares 16,750 Est. Cost $13.70 Unrealized
NET Cloudflare, Inc. 0.1%
Value ($000) $265 Shares 2,500 Est. Cost $27.35 Unrealized +202.6%
VPU Vanguard Utilities ETF 0.1%
Value ($000) $257 Shares 1,851 Est. Cost $117.11 Unrealized
BA The Boeing Co. 0.1%
Value ($000) $253 Shares 1,056 Est. Cost $315.10 Unrealized -23.3%
AXP American Express 0.1%
Value ($000) $250 Shares 1,514 Est. Cost $60.98 Unrealized +142.5%
DSI iShares MSCI KLD 400 Social Index ETF 0.1%
Value ($000) $248 Shares 3,000 Est. Cost $79.20 Unrealized
EXPE Expedia Group, Inc. 0.1%
Value ($000) $243 Shares 1,485 Est. Cost $144.44 Unrealized +17.8%
D Dominion Resources 0.1%
Value ($000) $231 Shares 3,145 Est. Cost $52.79 Unrealized +18.7%
MO Altria Group, Inc. 0.1%
Value ($000) $228 Shares 4,772 Est. Cost $31.12 Unrealized +9.2%
CIGNA Corp. 0.1%
Value ($000) $226 Shares 952 Est. Cost $186.64 Unrealized
BMY Bristol-Myers Squibb Co. 0.1%
Value ($000) $226 Shares 3,376 Est. Cost $42.77 Unrealized +26.0%
KMB Kimberly-Clark Corp. 0.1%
Value ($000) $222 Shares 1,656 Est. Cost $98.64 Unrealized +13.9%
WELL Welltower, Inc. 0.1%
Value ($000) $222 Shares 2,675 Est. Cost $47.58 Unrealized +42.8%
TRIP TripAdvisor, Inc. 0.1%
Value ($000) $218 Shares 5,400 Est. Cost $25.33 Unrealized +78.3%
RTX Raytheon Technologies Corp. 0.1%
Value ($000) $210 Shares 2,461 Est. Cost $55.81 Unrealized +35.7%
PPG PPG Industries, Inc. 0.1%
Value ($000) $206 Shares 1,212 Est. Cost $91.24 Unrealized +71.4%
3M Company 0.1%
Value ($000) $206 Shares 1,035 Est. Cost $180.11 Unrealized
VXF Vanguard Extended Market ETF 0.1%
Value ($000) $189 Shares 1,000 Est. Cost $100.00 Unrealized
DOW Dow, Inc. 0.1%
Value ($000) $180 Shares 2,839 Est. Cost $35.25 Unrealized +44.8%
ITW Illinois Tool Works, Inc. 0.1%
Value ($000) $178 Shares 795 Est. Cost $108.15 Unrealized +89.6%
WSFS WSFS Financial Corp. 0.1%
Value ($000) $173 Shares 3,720 Est. Cost $42.27 Unrealized +20.5%
LAM Research Corp. 0.1%
Value ($000) $171 Shares 263 Est. Cost $294.72 Unrealized
RSPH Invesco S&P 500 Eq. Weight Health Care ETF 0.0%
Value ($000) $170 Shares 580 Est. Cost $200.66 Unrealized
CRM salesforce.com, inc. 0.0%
Value ($000) $164 Shares 670 Est. Cost $177.97 Unrealized +27.9%
QCOM QUALCOMM, Inc. 0.0%
Value ($000) $164 Shares 1,147 Est. Cost $67.80 Unrealized +80.2%
IGF iShares Global Infrastructure ETF 0.0%
Value ($000) $162 Shares 3,575 Est. Cost $40.85 Unrealized
EXC Exelon Corporation 0.0%
Value ($000) $162 Shares 3,658 Est. Cost $21.35 Unrealized +28.1%
VTV Vanguard Value ETF 0.0%
Value ($000) $160 Shares 1,162 Est. Cost $113.48 Unrealized
VIRT Virtu Financial, Inc. 0.0%
Value ($000) $157 Shares 5,700 Est. Cost $25.59 Unrealized +16.3%
SCHB Schwab U.S. Broad Market ETF 0.0%
Value ($000) $157 Shares 1,504 Est. Cost $57.74 Unrealized
BOTZ Global X Robotics & A.I. ETF 0.0%
Value ($000) $153 Shares 4,390 Est. Cost $17.27 Unrealized
APPS Digital Turbine, Inc. 0.0%
Value ($000) $152 Shares 2,000 Est. Cost $73.08 Unrealized -2.4%
iShares Int'l Developed Property ETF 0.0%
Value ($000) $149 Shares 3,887 Est. Cost $33.69 Unrealized
T AT&T, Inc. 0.0%
Value ($000) $148 Shares 5,144 Est. Cost $15.66 Unrealized +8.5%
NOC Northrop Grumman Corp. 0.0%
Value ($000) $145 Shares 400 Est. Cost $274.68 Unrealized +21.5%
UNH UnitedHealth Group Inc. 0.0%
Value ($000) $145 Shares 363 Est. Cost $234.11 Unrealized +57.6%
IWM iShares Russell 1000 Index ETF 0.0%
Value ($000) $143 Shares 616 Est. Cost $142.20 Unrealized
INMD InMode, Ltd. 0.0%
Value ($000) $142 Shares 1,505 Est. Cost $21.13 Unrealized +101.0%
BIZD VanEck Vectors BDC Income ETF 0.0%
Value ($000) $140 Shares 8,185 Est. Cost $16.25 Unrealized
NFLX Netflix, Inc. 0.0%
Value ($000) $139 Shares 263 Est. Cost $28.53 Unrealized +79.2%
LIT Global X Lithium & Battery Tech ETF 0.0%
Value ($000) $139 Shares 1,925 Est. Cost $23.12 Unrealized
PYPL PayPal Holdings, Inc. 0.0%
Value ($000) $134 Shares 458 Est. Cost $123.95 Unrealized +112.6%
MDT Medtronic plc 0.0%
Value ($000) $133 Shares 1,073 Est. Cost $73.48 Unrealized +49.0%
TE Connectivity, Ltd. 0.0%
Value ($000) $130 Shares 959 Est. Cost $97.00 Unrealized
AOA iShares Barclays Aggregate Bond ETF 0.0%
Value ($000) $125 Shares 1,085 Est. Cost $109.99 Unrealized
ADP Automatic Data Processing 0.0%
Value ($000) $125 Shares 630 Est. Cost $80.28 Unrealized +119.6%
IWY iShares Russell Top 200 Growth ETF 0.0%
Value ($000) $122 Shares 810 Est. Cost $134.57 Unrealized
FFTY Innovator IBD 50 ETF 0.0%
Value ($000) $121 Shares 2,600 Est. Cost $33.74 Unrealized
PENN Penn National Gaming, Inc. 0.0%
Value ($000) $120 Shares 1,565 Est. Cost $35.46 Unrealized +142.9%
ESGD iShares MSCI EAFE ESG Optimized ETF 0.0%
Value ($000) $119 Shares 1,500 Est. Cost $60.21 Unrealized
EHTH eHealth, Inc. 0.0%
Value ($000) $117 Shares 2,000 Est. Cost $63.92 Unrealized +2.9%
MSTR MicroStrategy, Inc. 0.0%
Value ($000) $116 Shares 175 Est. Cost $35.88 Unrealized +64.9%
ACN Accenture Ltd. 0.0%
Value ($000) $115 Shares 389 Est. Cost $123.34 Unrealized +117.4%
PSX Phillips 66 0.0%
Value ($000) $114 Shares 1,328 Est. Cost $58.80 Unrealized +20.0%
VSH Vishay Intertechnology, Inc. 0.0%
Value ($000) $112 Shares 4,976 Est. Cost $13.86 Unrealized +57.2%
IWP iShares Russell Mid-Cap Growth ETF 0.0%
Value ($000) $111 Shares 982 Est. Cost $103.19 Unrealized
ConocoPhillips 0.0%
Value ($000) $110 Shares 1,813 Est. Cost $69.26 Unrealized
CMRC BigCommerce Holdings, Inc. 0.0%
Value ($000) $109 Shares 1,680 Est. Cost $69.05 Unrealized -18.0%
GPC Genuine Parts Company 0.0%
Value ($000) $107 Shares 850 Est. Cost $67.34 Unrealized +64.5%
SCHF Schwab International Equity ETF 0.0%
Value ($000) $107 Shares 2,714 Est. Cost $36.83 Unrealized
TIP iShares Barclays TIPS Bond ETF 0.0%
Value ($000) $106 Shares 825 Est. Cost $113.59 Unrealized
SCHX Schwab U.S. Large Cap ETF 0.0%
Value ($000) $106 Shares 1,017 Est. Cost $65.49 Unrealized
ZBH Zimmer Biomet Holdings, Inc. 0.0%
Value ($000) $105 Shares 650 Est. Cost $101.37 Unrealized +53.6%
INFY Infosys, Ltd. 0.0%
Value ($000) $101 Shares 4,775 Est. Cost $18.70 Unrealized
Adaptec, Inc. 0.0%
Value ($000) $98 Shares 2,400 Est. Cost $34.44 Unrealized
XLV Health Care Select Sector SPDR ETF 0.0%
Value ($000) $98 Shares 775 Est. Cost $95.06 Unrealized
ISRG Intuitive Surgical, Inc. 0.0%
Value ($000) $97 Shares 106 Est. Cost $251.58 Unrealized +11.5%
PM Philip Morris International, Inc. 0.0%
Value ($000) $94 Shares 951 Est. Cost $59.91 Unrealized +27.6%
JEF Jefferies Financial Group, Inc. 0.0%
Value ($000) $94 Shares 2,757 Est. Cost $16.62 Unrealized +58.6%
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $94 Shares 2,847 Est. Cost $31.28 Unrealized
CATH Global X S&P 500 Catholic Values ETF 0.0%
Value ($000) $94 Shares 1,755 Est. Cost $45.15 Unrealized
ROBO Robo Global Robotics & Automation ETF 0.0%
Value ($000) $93 Shares 1,430 Est. Cost $42.07 Unrealized
MA MasterCard, Inc. 0.0%
Value ($000) $93 Shares 256 Est. Cost $236.60 Unrealized +53.1%
IGSB iShares Short-Term Corporate Bond ETF 0.0%
Value ($000) $91 Shares 1,664 Est. Cost $91.62 Unrealized
CL Colgate-Palmolive Company 0.0%
Value ($000) $88 Shares 1,077 Est. Cost $59.80 Unrealized +22.8%
ROK Rockwell Automation, Inc. 0.0%
Value ($000) $86 Shares 300 Est. Cost $191.70 Unrealized +30.0%
EFAV iShares MSCI EAFE Minimum Volatility ETF 0.0%
Value ($000) $85 Shares 1,125 Est. Cost $73.36 Unrealized
ORLY O'Reilly Automotive, Inc. 0.0%
Value ($000) $85 Shares 150 Est. Cost $17.41 Unrealized +106.1%
EPD Enterprise Products Partners, L.P. 0.0%
Value ($000) $82 Shares 3,418 Est. Cost $27.06 Unrealized
CHTR Charter Communications, Inc. 0.0%
Value ($000) $82 Shares 113 Est. Cost $346.66 Unrealized +94.2%
PNC PNC Financial Services Group, Inc. 0.0%
Value ($000) $81 Shares 423 Est. Cost $122.76 Unrealized +29.3%
COIN Coinbase Global, Inc. 0.0%
Value ($000) $81 Shares 318 Est. Cost $259.62 Unrealized 0.0%
SMOG VanEck Vectors Low Carbon Energy ETF 0.0%
Value ($000) $81 Shares 500 Est. Cost $60.00 Unrealized
AFL AFLAC Inc. 0.0%
Value ($000) $80 Shares 1,500 Est. Cost $34.71 Unrealized +41.3%
VV Vanguard Large-Cap Index ETF 0.0%
Value ($000) $79 Shares 394 Est. Cost $177.70 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $79 Shares 1,054 Est. Cost $68.93 Unrealized
CARR Carrier Global Corp. 0.0%
Value ($000) $78 Shares 1,600 Est. Cost $17.13 Unrealized +145.0%
PWR Quanta Services, Inc. 0.0%
Value ($000) $77 Shares 845 Est. Cost $38.11 Unrealized +144.4%
DFAC Dimensional U.S. Core Equity 2 ETF 0.0%
Value ($000) $74 Shares 2,737 Est. Cost $27.04 Unrealized
Call - Amazon.com - USD3500 - Exp. 6/17/22 0.0%
Value ($000) $73 Shares 2 Est. Cost $36500.00 Unrealized
EEM iShares MSCI Emerging Markets ETF 0.0%
Value ($000) $73 Shares 1,320 Est. Cost $38.58 Unrealized
SPOT Spotify Technology S.A. 0.0%
Value ($000) $72 Shares 260 Est. Cost $145.30 Unrealized +74.6%
OGN Organon & Co. 0.0%
Value ($000) $72 Shares 2,388 Est. Cost $26.93 Unrealized 0.0%
LFMD LifeMD, Inc. 0.0%
Value ($000) $71 Shares 6,000 Est. Cost $12.59 Unrealized -8.6%
AMAT Applied Materials 0.0%
Value ($000) $70 Shares 490 Est. Cost $54.89 Unrealized +134.7%
XPO Logistics, Inc. 0.0%
Value ($000) $70 Shares 500 Est. Cost $76.00 Unrealized
HSY The Hershey Co. 0.0%
Value ($000) $70 Shares 400 Est. Cost $84.07 Unrealized +79.2%
MBB iShares MBS ETF 0.0%
Value ($000) $70 Shares 643 Est. Cost $107.46 Unrealized
Delta Air Lines, Inc. 0.0%
Value ($000) $69 Shares 1,604 Est. Cost $45.04 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $69 Shares 1,800 Est. Cost $15.97 Unrealized +109.7%
CRSP CRISPR Therapeutics AG 0.0%
Value ($000) $65 Shares 400 Est. Cost $121.62 Unrealized 0.0%
SEIC SEI Investments Co. 0.0%
Value ($000) $64 Shares 1,031 Est. Cost $56.09 Unrealized +4.1%
ASAN Asana, Inc. 0.0%
Value ($000) $62 Shares 1,000 Est. Cost $25.57 Unrealized +50.9%
LTCH Latch, Inc. 0.0%
Value ($000) $61 Shares 5,000 Est. Cost $12.20 Unrealized
ET Energy Transfer, L.P. 0.0%
Value ($000) $61 Shares 5,760 Est. Cost $13.18 Unrealized
A Agilent Systems 0.0%
Value ($000) $59 Shares 400 Est. Cost $78.89 Unrealized +67.6%
RIO Rio Tinto plc 0.0%
Value ($000) $59 Shares 700 Est. Cost $42.86 Unrealized
QRVO Qorvo, Inc. 0.0%
Value ($000) $59 Shares 300 Est. Cost $80.09 Unrealized +130.3%
Reaves Utility Income Fund 0.0%
Value ($000) $58 Shares 1,694 Est. Cost $30.24 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $56 Shares 836 Est. Cost $65.22 Unrealized
BNTX BioNTech SE 0.0%
Value ($000) $56 Shares 250 Est. Cost $108.00 Unrealized
MRNA Moderna, Inc. 0.0%
Value ($000) $56 Shares 240 Est. Cost $129.19 Unrealized +38.3%
Laboratory Corp. of America Holdings 0.0%
Value ($000) $55 Shares 200 Est. Cost $130.00 Unrealized
CTSH Cognizant Technology Solutions Corp. 0.0%
Value ($000) $55 Shares 800 Est. Cost $47.45 Unrealized +45.9%
LQD iShares GS $ InvesTop Corporate Bond ETF 0.0%
Value ($000) $54 Shares 405 Est. Cost $117.35 Unrealized
FR First Industrial Realty Trust, Inc. 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $28.00 Unrealized
Proofpoint, Inc. 0.0%
Value ($000) $52 Shares 300 Est. Cost $106.00 Unrealized
EEMV iShares MSCI Emerg. Mkts. Min. Volat. ETF 0.0%
Value ($000) $51 Shares 800 Est. Cost $61.29 Unrealized
FTCHQ Farfetch, Ltd. 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $45.83 Unrealized +3.5%
IWS iShares Russell Mid-Cap Value ETF 0.0%
Value ($000) $50 Shares 434 Est. Cost $82.95 Unrealized
NEE NextEra Energy, Inc. 0.0%
Value ($000) $49 Shares 670 Est. Cost $56.83 Unrealized +17.0%
IWF iShares Russell 1000 Growth ETF 0.0%
Value ($000) $49 Shares 180 Est. Cost $244.44 Unrealized
NTLA Intellia Therapeutics, Inc. 0.0%
Value ($000) $49 Shares 300 Est. Cost $77.87 Unrealized 0.0%
IBM IBM 0.0%
Value ($000) $49 Shares 337 Est. Cost $111.07 Unrealized +2.1%
ARKF Ark Fintech Innovation ETF 0.0%
Value ($000) $49 Shares 900 Est. Cost $53.46 Unrealized
SNA Snap, Inc. 0.0%
Value ($000) $48 Shares 708 Est. Cost $153.89 Unrealized +37.9%
Nuveen AMT-Free Municipal Value Fund 0.0%
Value ($000) $48 Shares 2,799 Est. Cost $16.43 Unrealized
MCK McKesson HBOC, Inc. 0.0%
Value ($000) $48 Shares 250 Est. Cost $161.42 Unrealized +16.5%
VTRS Viatris, Inc. 0.0%
Value ($000) $47 Shares 3,304 Est. Cost $13.33 Unrealized -11.0%
EMN Eastman Chemical Co. 0.0%
Value ($000) $47 Shares 400 Est. Cost $53.34 Unrealized +90.3%
VT Vanguard Total World Stock Index Fund ETF 0.0%
Value ($000) $47 Shares 450 Est. Cost $104.44 Unrealized
DBEF Deutsche MSCI EAFE Hedged Equity ETF 0.0%
Value ($000) $46 Shares 1,232 Est. Cost $30.03 Unrealized
DLR Digital Realty Trust, Inc. 0.0%
Value ($000) $46 Shares 303 Est. Cost $77.24 Unrealized +66.2%
IJT iShares S&P SmallCap 600 Growth Index ETF 0.0%
Value ($000) $46 Shares 346 Est. Cost $161.60 Unrealized
BBY Best Buy Company, Inc. 0.0%
Value ($000) $46 Shares 400 Est. Cost $60.29 Unrealized +57.5%
SWBI Smith & Wesson Brands, Inc. 0.0%
Value ($000) $45 Shares 1,300 Est. Cost $17.68 Unrealized +18.4%
GDEN Golden Entertainment, Inc. 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $8.26 Unrealized +311.1%
SCHM Schwab U.S. Mid-Cap ETF 0.0%
Value ($000) $44 Shares 564 Est. Cost $53.88 Unrealized
TJX TJX Companies, Inc. 0.0%
Value ($000) $44 Shares 660 Est. Cost $42.67 Unrealized +49.2%
PFIS Peoples Financial Services Corp. 0.0%
Value ($000) $43 Shares 1,004 Est. Cost $33.45 Unrealized +7.1%
TMO Thermo Fisher Scientific, Inc. 0.0%
Value ($000) $43 Shares 86 Est. Cost $465.36 Unrealized +0.1%
VCIT Vanguard Interm.-Term Corporate Bond ETF 0.0%
Value ($000) $43 Shares 452 Est. Cost $92.90 Unrealized
SUB iShares Short-Term National Muni Bond ETF 0.0%
Value ($000) $43 Shares 400 Est. Cost $104.43 Unrealized
SO The Southern Company 0.0%
Value ($000) $42 Shares 700 Est. Cost $39.38 Unrealized +36.5%
ORMP Oramed Pharmaceuticals, Inc. 0.0%
Value ($000) $42 Shares 3,150 Est. Cost $6.07 Unrealized +75.6%
MGNI Magnite, Inc. 0.0%
Value ($000) $41 Shares 1,200 Est. Cost $38.60 Unrealized -12.2%
VIS Vanguard Industrials ETF 0.0%
Value ($000) $41 Shares 211 Est. Cost $146.92 Unrealized
Slack Technologies, Inc. 0.0%
Value ($000) $40 Shares 900 Est. Cost $31.84 Unrealized
YUM Yum! Brands, Inc. 0.0%
Value ($000) $40 Shares 344 Est. Cost $60.04 Unrealized +80.0%
Meridian Bank 0.0%
Value ($000) $39 Shares 1,500 Est. Cost $16.06 Unrealized
FireEye, Inc. 0.0%
Value ($000) $39 Shares 1,950 Est. Cost $16.11 Unrealized
BIV Vanguard Intermediate-Term Bond ETF 0.0%
Value ($000) $39 Shares 435 Est. Cost $89.66 Unrealized
Desktop Metal, Inc. 0.0%
Value ($000) $38 Shares 3,300 Est. Cost $11.69 Unrealized
Linde AG 0.0%
Value ($000) $38 Shares 131 Est. Cost $198.18 Unrealized
Workhorse Group, Inc. 0.0%
Value ($000) $38 Shares 2,300 Est. Cost $19.36 Unrealized
ShockWave Medical, Inc. 0.0%
Value ($000) $38 Shares 200 Est. Cost $35.00 Unrealized
VCSH Vanguard Short-Term Corp. Bond Index ETF 0.0%
Value ($000) $37 Shares 442 Est. Cost $81.90 Unrealized
VTI Vanguard Total Stock ETF 0.0%
Value ($000) $37 Shares 165 Est. Cost $120.39 Unrealized
FIBK First Interstate BancSystem, Inc. 0.0%
Value ($000) $37 Shares 885 Est. Cost $23.49 Unrealized +48.9%
IJK iShares S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $36 Shares 440 Est. Cost $110.80 Unrealized
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $36 Shares 444 Est. Cost $77.14 Unrealized
AMD Advanced Micro Devices 0.0%
Value ($000) $36 Shares 380 Est. Cost $32.92 Unrealized +145.5%
ULTA Ulta Beauty, Inc. 0.0%
Value ($000) $35 Shares 100 Est. Cost $306.82 Unrealized +6.9%
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $35 Shares 330 Est. Cost $81.75 Unrealized
DuPont de Nemours, Inc. 0.0%
Value ($000) $34 Shares 439 Est. Cost $75.12 Unrealized
MU Micron Technology, Inc. 0.0%
Value ($000) $34 Shares 400 Est. Cost $82.41 Unrealized -0.1%
XLC Communications Select Sector SPDR ETF 0.0%
Value ($000) $34 Shares 415 Est. Cost $48.19 Unrealized
OTIS Otis Worldwide Corp. 0.0%
Value ($000) $33 Shares 400 Est. Cost $47.48 Unrealized +51.0%
UGI UGI Corporation 0.0%
Value ($000) $33 Shares 720 Est. Cost $53.89 Unrealized -16.5%
Barrick Gold Corp. 0.0%
Value ($000) $32 Shares 1,564 Est. Cost $23.47 Unrealized
IWR iShares Russell MidCap Index ETF 0.0%
Value ($000) $32 Shares 400 Est. Cost $78.98 Unrealized
IJJ iShares S&P MidCap 400 Value Index ETF 0.0%
Value ($000) $32 Shares 308 Est. Cost $125.00 Unrealized
PDM Piedmont Office Realty Trust, Inc. 0.0%
Value ($000) $32 Shares 1,720 Est. Cost $22.09 Unrealized
ELAN Elanco Animal Health Inc. 0.0%
Value ($000) $31 Shares 890 Est. Cost $30.75 Unrealized +7.2%
RWO SPDR Dow Jones Global Real Estate ETF 0.0%
Value ($000) $30 Shares 582 Est. Cost $49.83 Unrealized
LVHD Legg Mason Low Volatility High Div. ETF 0.0%
Value ($000) $30 Shares 819 Est. Cost $29.44 Unrealized
TWLO Twilio, Inc. 0.0%
Value ($000) $30 Shares 75 Est. Cost $30.45 Unrealized +1040.1%
Dollar General Corporation 0.0%
Value ($000) $30 Shares 137 Est. Cost $80.72 Unrealized
DE Deere & Company 0.0%
Value ($000) $30 Shares 86 Est. Cost $234.66 Unrealized +46.1%
DHR Danaher Corporation 0.0%
Value ($000) $30 Shares 110 Est. Cost $198.70 Unrealized +9.3%
Duke Energy Corporation 0.0%
Value ($000) $29 Shares 297 Est. Cost $84.53 Unrealized
ALK Alaska Air Group, Inc. 0.0%
Value ($000) $29 Shares 485 Est. Cost $56.13 Unrealized +20.2%
STM STMicroelectronics N.V 0.0%
Value ($000) $29 Shares 800 Est. Cost $37.50 Unrealized
FNCB Bancorp, Inc. 0.0%
Value ($000) $28 Shares 3,801 Est. Cost $6.00 Unrealized
MDXG MiMedx Group, Inc. 0.0%
Value ($000) $28 Shares 2,200 Est. Cost $8.98 Unrealized +20.5%
QDF FlexShares Quality Dividend ETF 0.0%
Value ($000) $28 Shares 500 Est. Cost $41.16 Unrealized
BlueStar TA-BIGITech Israel Tech. ETF 0.0%
Value ($000) $28 Shares 400 Est. Cost $35.00 Unrealized
Nuveen Insured Municipal Opportunity ETF 0.0%
Value ($000) $27 Shares 500 Est. Cost $38.00 Unrealized
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $27 Shares 67 Est. Cost $402.99 Unrealized
XME SPDR S&P Metals and Mining ETF 0.0%
Value ($000) $27 Shares 625 Est. Cost $40.00 Unrealized
CPT Camden Property Trust 0.0%
Value ($000) $27 Shares 200 Est. Cost $58.23 Unrealized +81.5%
SWKS Skyworks Solutions, Inc. 0.0%
Value ($000) $26 Shares 134 Est. Cost $156.58 Unrealized 0.0%
Nuveen Taxable Municipal Income Fund 0.0%
Value ($000) $26 Shares 1,092 Est. Cost $18.32 Unrealized
ICUI ICU Medical, Inc. 0.0%
Value ($000) $26 Shares 125 Est. Cost $144.73 Unrealized +42.1%
Argo Group International Holdings, Ltd. 0.0%
Value ($000) $26 Shares 500 Est. Cost $36.00 Unrealized
BCPC Balchem Corp. 0.0%
Value ($000) $26 Shares 200 Est. Cost $74.87 Unrealized +67.4%
Coupa Software, Inc. 0.0%
Value ($000) $26 Shares 100 Est. Cost $313.46 Unrealized
HIMX Himax Technologies, Inc. 0.0%
Value ($000) $25 Shares 1,500 Est. Cost $6.00 Unrealized
XYL Xylem Inc. 0.0%
Value ($000) $24 Shares 199 Est. Cost $72.87 Unrealized +48.4%
IQV IQVIA Holdings Inc. 0.0%
Value ($000) $24 Shares 97 Est. Cost $230.90 Unrealized 0.0%
TriState Capital Holdings, Inc. 0.0%
Value ($000) $24 Shares 1,200 Est. Cost $9.17 Unrealized
Magellan Midstream Partners, L.P. 0.0%
Value ($000) $24 Shares 500 Est. Cost $36.00 Unrealized
RIOT Riot Blockchain, Inc. 0.0%
Value ($000) $24 Shares 640 Est. Cost $40.05 Unrealized -10.7%
Curis, Inc. 0.0%
Value ($000) $24 Shares 3,000 Est. Cost $2.42 Unrealized
CCI Crown Castle International Corp. 0.0%
Value ($000) $23 Shares 120 Est. Cost $150.03 Unrealized 0.0%
PRU Prudential Financial, Inc. 0.0%
Value ($000) $23 Shares 225 Est. Cost $56.32 Unrealized +45.2%
DXCM DexCom, Inc. 0.0%
Value ($000) $23 Shares 53 Est. Cost $57.44 Unrealized +67.2%
IJS iShares S&P SmallCap 600 Value Index ETF 0.0%
Value ($000) $23 Shares 220 Est. Cost $117.52 Unrealized
SYY Sysco Corp. 0.0%
Value ($000) $23 Shares 301 Est. Cost $71.31 Unrealized 0.0%
TSCO Tractor Supply Co. 0.0%
Value ($000) $23 Shares 125 Est. Cost $20.01 Unrealized +69.5%
SRPT Sarepta Therapeutics, Inc. 0.0%
Value ($000) $23 Shares 300 Est. Cost $136.70 Unrealized -44.5%
SNOW Snowflake, Inc. 0.0%
Value ($000) $22 Shares 90 Est. Cost $238.10 Unrealized -2.3%
Invitae Corp. 0.0%
Value ($000) $22 Shares 640 Est. Cost $40.11 Unrealized
Acasti Pharma, Inc. 0.0%
Value ($000) $22 Shares 40,000 Est. Cost $1.14 Unrealized
VNM VanEck Vectors Vietnam ETF 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $18.00 Unrealized
IP International Paper 0.0%
Value ($000) $21 Shares 349 Est. Cost $35.16 Unrealized +32.6%
LEN Lennar Corp. Class A 0.0%
Value ($000) $21 Shares 215 Est. Cost $78.41 Unrealized +15.2%
SNY Sanofi-Aventis 0.0%
Value ($000) $21 Shares 400 Est. Cost $42.50 Unrealized
SAP SAP SE 0.0%
Value ($000) $21 Shares 150 Est. Cost $133.33 Unrealized
XLE Energy Select Sector SPDR ETF 0.0%
Value ($000) $20 Shares 380 Est. Cost $51.15 Unrealized
Magenta Therapeutics, Inc. 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $10.00 Unrealized
MCO Moody's Corp. 0.0%
Value ($000) $20 Shares 54 Est. Cost $270.35 Unrealized +18.5%
XLF Financial Select Sector SPDR ETF 0.0%
Value ($000) $19 Shares 506 Est. Cost $26.70 Unrealized
PPHI Positive Physicians Holdings, Inc. 0.0%
Value ($000) $19 Shares 2,500 Est. Cost $7.24 Unrealized +7.1%
VB Vanguard Small-Cap ETF 0.0%
Value ($000) $19 Shares 86 Est. Cost $220.93 Unrealized
FFIV F5 Networks, Inc. 0.0%
Value ($000) $19 Shares 100 Est. Cost $135.48 Unrealized +42.0%
TER Teradyne, Inc. 0.0%
Value ($000) $19 Shares 140 Est. Cost $125.54 Unrealized 0.0%
Seagate Technology Holdings plc 0.0%
Value ($000) $19 Shares 212 Est. Cost $68.29 Unrealized
LPX Louisiana-Pacific Corp. 0.0%
Value ($000) $19 Shares 320 Est. Cost $22.67 Unrealized +182.0%
Alcoa, Inc. 0.0%
Value ($000) $18 Shares 500 Est. Cost $10.00 Unrealized
FuelCell Energy, Inc. 0.0%
Value ($000) $18 Shares 2,000 Est. Cost $9.85 Unrealized
Tilray, Inc. 0.0%
Value ($000) $18 Shares 1,016 Est. Cost $17.72 Unrealized
Smartsheet, Inc. 0.0%
Value ($000) $18 Shares 242 Est. Cost $74.38 Unrealized
UBER Uber Technologies, Inc. 0.0%
Value ($000) $18 Shares 361 Est. Cost $31.17 Unrealized +67.6%
HYG iShares iBoxx $ High Yield Corp. Bond ETF 0.0%
Value ($000) $18 Shares 200 Est. Cost $87.57 Unrealized
MCHP Microchip Technology Inc. 0.0%
Value ($000) $18 Shares 120 Est. Cost $67.53 Unrealized +2.4%
TAN Invesco Solar ETF 0.0%
Value ($000) $18 Shares 200 Est. Cost $90.00 Unrealized
CTVA Corteva, Inc. 0.0%
Value ($000) $18 Shares 411 Est. Cost $35.09 Unrealized +25.1%
PEG Public Service Enterprise Group, Inc. 0.0%
Value ($000) $18 Shares 300 Est. Cost $30.85 Unrealized +71.3%
Johnson Controls, Inc. 0.0%
Value ($000) $18 Shares 262 Est. Cost $61.07 Unrealized
ACWX iShares MSCI ACWI Index ETF 0.0%
Value ($000) $17 Shares 169 Est. Cost $59.21 Unrealized
CPNG Coupang, Inc. 0.0%
Value ($000) $17 Shares 400 Est. Cost $40.95 Unrealized 0.0%
KDP Keurig Dr Pepper, Inc. 0.0%
Value ($000) $17 Shares 478 Est. Cost $28.61 Unrealized +10.6%
SONY Sony Group Corp. 0.0%
Value ($000) $17 Shares 170 Est. Cost $105.88 Unrealized
AMP Ameriprise Financial, Inc. 0.0%
Value ($000) $17 Shares 70 Est. Cost $200.84 Unrealized +17.1%
WEC WEC Energy Group, Inc. 0.0%
Value ($000) $17 Shares 186 Est. Cost $75.08 Unrealized +7.4%
General Electric 0.0%
Value ($000) $16 Shares 1,200 Est. Cost $15.24 Unrealized
SCHK Schwab 1000 ETF 0.0%
Value ($000) $16 Shares 375 Est. Cost $40.00 Unrealized
Autodesk, Inc. 0.0%
Value ($000) $16 Shares 55 Est. Cost $272.73 Unrealized
ORBCOMM, Inc. 0.0%
Value ($000) $16 Shares 1,400 Est. Cost $7.14 Unrealized
BGS B&G Foods, Inc. 0.0%
Value ($000) $16 Shares 500 Est. Cost $17.68 Unrealized +12.7%
VEEV Veeva Systems, Inc. 0.0%
Value ($000) $16 Shares 53 Est. Cost $278.54 Unrealized +0.1%
ONDS Ondas Holdings, Inc. 0.0%
Value ($000) $16 Shares 2,000 Est. Cost $11.71 Unrealized -32.9%
V W.P. Carey, Inc. 0.0%
Value ($000) $15 Shares 201 Est. Cost $93.29 Unrealized +136.9%
IBB iShares Nasdaq Biotechnology ETF 0.0%
Value ($000) $15 Shares 90 Est. Cost $158.21 Unrealized
SOXX iShares PHLX Semiconductor ETF 0.0%
Value ($000) $15 Shares 33 Est. Cost $454.55 Unrealized
Jacobs Engineering Group, Inc. 0.0%
Value ($000) $15 Shares 110 Est. Cost $136.36 Unrealized
Nuveen Quality Municipal Income Fund 0.0%
Value ($000) $15 Shares 955 Est. Cost $14.81 Unrealized
NVS Novartis AG 0.0%
Value ($000) $15 Shares 163 Est. Cost $83.55 Unrealized
ARKQ Ark Autonomous Technology & Robotics ETF 0.0%
Value ($000) $15 Shares 175 Est. Cost $81.63 Unrealized
HIG The Hartford Financial Services Group, Inc 0.0%
Value ($000) $15 Shares 234 Est. Cost $36.83 Unrealized +61.8%
LDOS Leidos Holdings, Inc. 0.0%
Value ($000) $15 Shares 148 Est. Cost $96.48 Unrealized +0.1%
SCM Stellus Capital Investment Corp. 0.0%
Value ($000) $15 Shares 1,200 Est. Cost $9.90 Unrealized +33.2%
Put - ANSYS, Inc. - USD330 - Exp. 10/15/21 0.0%
Value ($000) $14 Shares 10 Est. Cost $1400.00 Unrealized
GOLF Acushnet Holdings Corp. 0.0%
Value ($000) $14 Shares 275 Est. Cost $41.74 Unrealized +15.1%
Call - American Air. - USD15 - Exp. 1/21/22 0.0%
Value ($000) $14 Shares 20 Est. Cost $700.00 Unrealized
IFF International Flavors & Fragrances, Inc. 0.0%
Value ($000) $14 Shares 92 Est. Cost $126.29 Unrealized 0.0%
OLN Olin Corp. 0.0%
Value ($000) $13 Shares 290 Est. Cost $41.12 Unrealized 0.0%
BKNG Bookings Holdings, Inc. 0.0%
Value ($000) $13 Shares 6 Est. Cost $1935.67 Unrealized +18.6%
MARA Marathon Digital Holdings, Inc. 0.0%
Value ($000) $13 Shares 415 Est. Cost $31.54 Unrealized +0.6%
FIS Fidelity National Information Services, Inc. 0.0%
Value ($000) $13 Shares 90 Est. Cost $133.35 Unrealized 0.0%
RCL Royal Carribean Cruises Ltd. 0.0%
Value ($000) $13 Shares 150 Est. Cost $89.00 Unrealized -3.8%
COF Capital One Financial Corp. 0.0%
Value ($000) $13 Shares 83 Est. Cost $110.86 Unrealized +25.0%
LYFT Lyft, Inc. 0.0%
Value ($000) $13 Shares 210 Est. Cost $37.00 Unrealized +55.4%
XLRE Real Estate Select Sector SPDR ETF 0.0%
Value ($000) $13 Shares 294 Est. Cost $37.41 Unrealized
XAR SPDR S&P Aerospace & Defense ETF 0.0%
Value ($000) $13 Shares 100 Est. Cost $100.00 Unrealized
WFC Wells Fargo & Company 0.0%
Value ($000) $12 Shares 275 Est. Cost $39.83 Unrealized +0.4%
ABUS Arbutus Biopharma Corp. 0.0%
Value ($000) $12 Shares 4,000 Est. Cost $1.72 Unrealized +79.8%
CHRW C.H. Robinson Worldwide, Inc. 0.0%
Value ($000) $12 Shares 125 Est. Cost $78.65 Unrealized +10.9%
APPF AppFolio, Inc. 0.0%
Value ($000) $12 Shares 86 Est. Cost $155.25 Unrealized -10.6%
BLNK Blink Charging Co. 0.0%
Value ($000) $12 Shares 300 Est. Cost $3.09 Unrealized +1098.9%
VPG Vishay Precision Group, Inc. 0.0%
Value ($000) $12 Shares 355 Est. Cost $22.48 Unrealized +47.6%
MNST Monster Beverage Corp. 0.0%
Value ($000) $11 Shares 122 Est. Cost $44.80 Unrealized +4.7%
ARKX ARK Space Exploration & Innovation ETF 0.0%
Value ($000) $11 Shares 500 Est. Cost $22.00 Unrealized
SNSR Global X Internet of Things ETF 0.0%
Value ($000) $11 Shares 300 Est. Cost $33.33 Unrealized
OSK Oshkosh Corp. 0.0%
Value ($000) $11 Shares 85 Est. Cost $95.42 Unrealized +22.4%
PH Parker-Hannifin Corp. 0.0%
Value ($000) $10 Shares 31 Est. Cost $274.54 Unrealized +6.0%
GlaxoSmithKline plc 0.0%
Value ($000) $10 Shares 250 Est. Cost $37.87 Unrealized
EXPD Expeditors International of Washington 0.0%
Value ($000) $10 Shares 80 Est. Cost $90.91 Unrealized +22.8%
ARKW Ark Next Generation Internet ETF 0.0%
Value ($000) $10 Shares 65 Est. Cost $153.85 Unrealized
TEVA Teva Pharmaceutical Industries Ltd. 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $36.21 Unrealized
DASAN Zhone Solutions, Inc. 0.0%
Value ($000) $10 Shares 500 Est. Cost $6.00 Unrealized
Nikola Corp. 0.0%
Value ($000) $10 Shares 550 Est. Cost $14.55 Unrealized
FedEx Corp. 0.0%
Value ($000) $10 Shares 35 Est. Cost $285.71 Unrealized
Ayro, Inc. 0.0%
Value ($000) $10 Shares 2,000 Est. Cost $5.50 Unrealized
Nektar Therapeutics 0.0%
Value ($000) $9 Shares 550 Est. Cost $26.44 Unrealized
Nuveen Municipal Credit Income Fund 0.0%
Value ($000) $9 Shares 516 Est. Cost $15.50 Unrealized
MLM Martin Marietta Materials 0.0%
Value ($000) $9 Shares 25 Est. Cost $309.80 Unrealized +11.7%
HRB H&R Block, Inc. 0.0%
Value ($000) $9 Shares 400 Est. Cost $18.78 Unrealized +8.2%
SPYG SPDR S&P 500 Growth ETF 0.0%
Value ($000) $9 Shares 135 Est. Cost $40.40 Unrealized
Royal Dutch Shell plc A 0.0%
Value ($000) $8 Shares 200 Est. Cost $54.73 Unrealized
IAC IAC/InterActiveCorp. 0.0%
Value ($000) $8 Shares 55 Est. Cost $129.53 Unrealized 0.0%
Walgreens Boots Alliance, Inc. 0.0%
Value ($000) $8 Shares 160 Est. Cost $81.25 Unrealized
SPB Spectrum Brands Holdings, Inc. 0.0%
Value ($000) $8 Shares 94 Est. Cost $56.67 Unrealized +55.6%
Canopy Growth Corp. 0.0%
Value ($000) $8 Shares 322 Est. Cost $32.63 Unrealized
LITE Lumentum Holdings, Inc. 0.0%
Value ($000) $8 Shares 100 Est. Cost $86.24 Unrealized -2.5%
VMware, Inc. 0.0%
Value ($000) $8 Shares 50 Est. Cost $160.00 Unrealized
MPC Marathon Petroleum Corp. 0.0%
Value ($000) $8 Shares 132 Est. Cost $46.75 Unrealized +11.8%
Marvell Technology, Inc. 0.0%
Value ($000) $7 Shares 115 Est. Cost $39.95 Unrealized
INVZ Innoviz Technologies, Ltd. 0.0%
Value ($000) $7 Shares 700 Est. Cost $10.36 Unrealized 0.0%
Nabriva Therapeutics plc 0.0%
Value ($000) $7 Shares 5,000 Est. Cost $1.32 Unrealized
EA Electronic Arts, Inc. 0.0%
Value ($000) $7 Shares 50 Est. Cost $108.60 Unrealized +27.4%
ALC Alcon, Inc. 0.0%
Value ($000) $6 Shares 89 Est. Cost $68.02 Unrealized +3.3%
TSN Tyson Foods, Inc. 0.0%
Value ($000) $6 Shares 75 Est. Cost $59.51 Unrealized +13.0%
CLSK CleanSpark, Inc. 0.0%
Value ($000) $6 Shares 350 Est. Cost $12.73 Unrealized +44.2%
SPYM SPDR Portfolio S&P 500 ETF 0.0%
Value ($000) $6 Shares 120 Est. Cost $50.00 Unrealized
FTNT Fortinet, Inc. 0.0%
Value ($000) $6 Shares 25 Est. Cost $25.83 Unrealized +65.3%
CERS Cerus Corp. 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $5.81 Unrealized +0.9%
DAC Danaos Corp. 0.0%
Value ($000) $6 Shares 75 Est. Cost $31.60 Unrealized +66.3%
Nuveen Municipal Value Fund, Inc. 0.0%
Value ($000) $6 Shares 500 Est. Cost $10.00 Unrealized
Velodyne Lidar, Inc. 0.0%
Value ($000) $5 Shares 450 Est. Cost $22.08 Unrealized
Pershing Square Tontine Holdings, Ltd. 0.0%
Value ($000) $5 Shares 230 Est. Cost $21.74 Unrealized
ETFMG Video Game Tech ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $40.00 Unrealized
UNP Union Pacific Corporation 0.0%
Value ($000) $5 Shares 25 Est. Cost $188.09 Unrealized +6.5%
FDS FactSet Research Systems, Inc. 0.0%
Value ($000) $5 Shares 15 Est. Cost $302.09 Unrealized +3.7%
EWBC East West Bancorp, Inc. 0.0%
Value ($000) $5 Shares 70 Est. Cost $59.89 Unrealized +9.8%
Pioneer Natural Resources Co. 0.0%
Value ($000) $5 Shares 30 Est. Cost $166.67 Unrealized
PETS PetMed Express, Inc. 0.0%
Value ($000) $5 Shares 150 Est. Cost $38.84 Unrealized -18.2%
Direxion Daily Small Cap Bear 3X ETF 0.0%
Value ($000) $5 Shares 187 Est. Cost $6.67 Unrealized
Chubb Corporation 0.0%
Value ($000) $5 Shares 30 Est. Cost $166.67 Unrealized
URA Global X Uranium ETF 0.0%
Value ($000) $5 Shares 250 Est. Cost $20.00 Unrealized
WDAY Workday, Inc. 0.0%
Value ($000) $5 Shares 20 Est. Cost $247.04 Unrealized -2.6%
Cerner Crop. 0.0%
Value ($000) $5 Shares 65 Est. Cost $76.92 Unrealized
Hewlett-Packard Company 0.0%
Value ($000) $5 Shares 175 Est. Cost $20.00 Unrealized
KHC Kraft Heinz Company 0.0%
Value ($000) $5 Shares 133 Est. Cost $58.70 Unrealized -42.4%
PLTR Palantir Technologies, Inc. 0.0%
Value ($000) $4 Shares 155 Est. Cost $27.43 Unrealized -15.7%
PFFD Global X U.S. Preferred ETF 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.67 Unrealized
GlobalX Cleantech ETF 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
SMG The Scotts Miracle-Gro Co. 0.0%
Value ($000) $4 Shares 22 Est. Cost $60.29 Unrealized +205.7%
ALDX Aldeyra Therapeutics, Inc. 0.0%
Value ($000) $4 Shares 345 Est. Cost $4.50 Unrealized +167.3%
Bitwise 10 Crypto Index Fund 0.0%
Value ($000) $4 Shares 110 Est. Cost $36.36 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.0%
Value ($000) $4 Shares 27 Est. Cost $148.15 Unrealized
NOMD Nomad Foods, Ltd. 0.0%
Value ($000) $4 Shares 125 Est. Cost $25.86 Unrealized +13.8%
NWN Northwest Natural Holding Co. 0.0%
Value ($000) $4 Shares 77 Est. Cost $47.65 Unrealized +13.5%
NYMXF Nymox Pharmaceutical Corp. 0.0%
Value ($000) $4 Shares 2,500 Est. Cost $3.47 Unrealized -46.5%
NVO Novo Nordisk A/S 0.0%
Value ($000) $4 Shares 50 Est. Cost $60.00 Unrealized
Vimeo, Inc. 0.0%
Value ($000) $4 Shares 89 Est. Cost $44.94 Unrealized
DOV Dover Corporation 0.0%
Value ($000) $3 Shares 17 Est. Cost $139.07 Unrealized 0.0%
PAWZ ProShares Pet Care ETF 0.0%
Value ($000) $3 Shares 40 Est. Cost $50.00 Unrealized
VEU Vanguard FTSE All-World ex-U.S. ETF 0.0%
Value ($000) $3 Shares 48 Est. Cost $51.85 Unrealized
CPB Campbell Soup Co. 0.0%
Value ($000) $3 Shares 59 Est. Cost $40.43 Unrealized +1.8%
WY Weyerhauser Company 0.0%
Value ($000) $3 Shares 100 Est. Cost $21.15 Unrealized +44.4%
CALY Callaway Golf Co. 0.0%
Value ($000) $3 Shares 100 Est. Cost $24.13 Unrealized +33.2%
Luminar Technologies, Inc. 0.0%
Value ($000) $3 Shares 140 Est. Cost $27.55 Unrealized
ADI Analog Devices, Inc. 0.0%
Value ($000) $3 Shares 16 Est. Cost $147.67 Unrealized 0.0%
SIRIUS XM Radio, Inc. 0.0%
Value ($000) $3 Shares 430 Est. Cost $5.27 Unrealized
YUMC Yum China Holdings, Inc. 0.0%
Value ($000) $3 Shares 50 Est. Cost $59.76 Unrealized +6.7%
CFG Citizens Financial Group, Inc. 0.0%
Value ($000) $3 Shares 75 Est. Cost $33.89 Unrealized +14.5%
Cohn Robbins Holdings Warrants Exp 8/28/25 0.0%
Value ($000) $3 Shares 2,350 Est. Cost $1.28 Unrealized
PSEWF Paysafe, Ltd. Warrants 0.0%
Value ($000) $3 Shares 750 Est. Cost $4.00 Unrealized
SCHW The Charles Schwab Corp. 0.0%
Value ($000) $2 Shares 21 Est. Cost $66.61 Unrealized 0.0%
TXN Texas Instruments, Inc. 0.0%
Value ($000) $2 Shares 13 Est. Cost $164.21 Unrealized 0.0%
Paysafe Ltd. 0.0%
Value ($000) $2 Shares 125 Est. Cost $16.00 Unrealized
AAL American Airlines Group, Inc. 0.0%
Value ($000) $2 Shares 80 Est. Cost $15.87 Unrealized +42.6%
LUV Southwest Airlines Co. 0.0%
Value ($000) $2 Shares 30 Est. Cost $45.99 Unrealized +21.2%
KSS Kohl's Corporation 0.0%
Value ($000) $2 Shares 35 Est. Cost $36.87 Unrealized +56.0%
GD General Dynamics Corp. 0.0%
Value ($000) $2 Shares 9 Est. Cost $170.87 Unrealized 0.0%
Cohn Robbins Holdings Corp. 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
JETS U.S. Global Jets ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
BIDU Baidu, Inc. 0.0%
Value ($000) $2 Shares 9 Est. Cost $111.11 Unrealized
Morgan Stanley 0.0%
Value ($000) $2 Shares 27 Est. Cost $74.07 Unrealized
NOBL ProShares S&P 500 Dividend Aristocrats ETF 0.0%
Value ($000) $2 Shares 18 Est. Cost $61.73 Unrealized
Danimer Scientific, Inc. 0.0%
Value ($000) $2 Shares 75 Est. Cost $40.00 Unrealized
Quantum Materials Corp. 0.0%
Value ($000) $2 Shares 65,000 Est. Cost $0.07 Unrealized
NSC Norfolk Southern Corp. 0.0%
Value ($000) $2 Shares 7 Est. Cost $250.29 Unrealized 0.0%
WOOD iShares Global Timber & Forestry ETF 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
EPAM EPAM Systems, Inc. 0.0%
Value ($000) $2 Shares 3 Est. Cost $215.70 Unrealized +117.3%
Fisker, Inc. 0.0%
Value ($000) $2 Shares 100 Est. Cost $10.00 Unrealized
CCC Dragoneer Growth Opportunities Corp. 0.0%
Value ($000) $2 Shares 250 Est. Cost $8.00 Unrealized
JAZZ Jazz Pharmaceuticals plc 0.0%
Value ($000) $1 Shares 4 Est. Cost $173.22 Unrealized 0.0%
Match Group, Inc. 0.0%
Value ($000) $1 Shares 4 Est. Cost Unrealized
AJG Arthur J. Gallagher & Co. 0.0%
Value ($000) $1 Shares 7 Est. Cost $134.67 Unrealized 0.0%
SLV iShares Silver Trust ETF 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
BUZZ VanEck Vectors Social Sentiment ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
YOLO AdvisorShares Pure Cannabis ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
HRZN Horizon Technology Finance Corp. 0.0%
Value ($000) $1 Shares 80 Est. Cost $9.19 Unrealized 0.0%
Aptiv plc 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
IHS Markit, Ltd. 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
RICK RCI Hospitality Holdings, Inc. 0.0%
Value ($000) $1 Shares 20 Est. Cost $53.89 Unrealized +30.2%
WAB Wabtec Corp. 0.0%
Value ($000) $1 Shares 16 Est. Cost $69.17 Unrealized +14.3%
GAP The Gap, Inc. 0.0%
Value ($000) $1 Shares 20 Est. Cost $20.02 Unrealized +37.1%
TM Toyota Motor Corp. 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
TNDM Tandem Diabetes Care, Inc. 0.0%
Value ($000) $1 Shares 7 Est. Cost $70.07 Unrealized +27.3%
TROW T. Rowe Group, Inc. 0.0%
Value ($000) $1 Shares 7 Est. Cost $151.44 Unrealized 0.0%
U.S. Bancorp 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
SOFI SoFi Technologies, Inc. 0.0%
Value ($000) $1 Shares 75 Est. Cost $18.54 Unrealized 0.0%
UAA Under Armour, Inc. Class A 0.0%
Value ($000) $1 Shares 50 Est. Cost $31.52 Unrealized -29.3%
Palisade Bio, Inc. 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
AppHarvest, Inc. 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
Tonix Pharmaceuticals Holdings Corp. 0.0%
Value ($000) $0 Shares 125 Est. Cost Unrealized
Senseonics Holdings, Inc. 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
TGT Target Corp. 0.0%
Value ($000) $0 Shares 1 Est. Cost $58.46 Unrealized +227.6%
CLOV Clover Health Investments Corp. 0.0%
Value ($000) $0 Shares 20 Est. Cost $9.82 Unrealized 0.0%
Eastman Kodak Co. 0.0%
Value ($000) $0 Shares 31 Est. Cost Unrealized
PKE Park Aerospace Corp. 0.0%
Value ($000) $0 Shares 11 Est. Cost $14.69 Unrealized -1.9%
Hut 8 Mining Corp. 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
Agrify Corp. 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
Arlington Asset Investment Corp. 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
GME GameStop Corp. 0.0%
Value ($000) $0 Shares 2 Est. Cost $29.52 Unrealized +64.3%
Arrival, Ltd. 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
Flexion Therapeutics, Inc. 0.0%
Value ($000) $0 Shares 23 Est. Cost Unrealized
GENNQ Genesis Healthcare, Inc. 0.0%
Value ($000) $0 Shares 300 Est. Cost $0.80 Unrealized -68.5%
UWMC UWM Holdings Corp. 0.0%
Value ($000) $0 Shares 20 Est. Cost $9.70 Unrealized -13.7%
Waitr Holdings, Inc. 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
LEVI Levi Strauss & Co. 0.0%
Value ($000) $0 Shares 2 Est. Cost $18.99 Unrealized +27.6%
Alexion Pharmaceuticals, Inc. 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
O Realty Income Corp. 0.0%
Value ($000) $0 Shares 3 Est. Cost $38.98 Unrealized +33.0%
BLOK Amplify Transformational Data Sharing ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
RMNI Rimini Street, Inc. 0.0%
Value ($000) $0 Shares 30 Est. Cost $7.74 Unrealized -5.5%
TDC Teradata Corp. 0.0%
Value ($000) $0 Shares 9 Est. Cost $30.31 Unrealized +50.1%
AGNC AGNC Investment Corp. 0.0%
Value ($000) $0 Shares 23 Est. Cost Unrealized
MindMed, Inc. 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
NOK Nokia Corp. 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
Aurora Cannabis, Inc. 0.0%
Value ($000) $0 Shares 8 Est. Cost $6.51 Unrealized
AZN AstraZeneca plc 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
Blackrock Science & Technology Trust II 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
AMC Entertainment Holdings, Inc. 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
AVEO Pharmaceuticals, Inc. 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
ISRA VanEck Vectors Israel ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
BiondVax Pharmaceuticals, Ltd. 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized