Sterling Investment Advisors, Ltd. Diversified Active

CIK: 0001701132 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 9, 2021

Total Value ($000): $336,304 (100.0% shares, 0.0% debt)

Holdings (593)

AAPL Apple, Inc. 6.7%
Value ($000) $22,693 Shares 160,378 Est. Cost $84.88 Unrealized +69.5%
GMED Globus Medical, Inc. 4.3%
Value ($000) $14,414 Shares 188,123 Est. Cost $35.43 Unrealized +126.6%
AMZN Amazon.com, Inc. 2.8%
Value ($000) $9,409 Shares 2,864 Est. Cost $57.95 Unrealized +197.6%
JNJ Johnson & Johnson 2.7%
Value ($000) $8,928 Shares 55,285 Est. Cost $106.06 Unrealized +41.7%
GOOGL Alphabet, Inc. Class A 2.6%
Value ($000) $8,603 Shares 3,218 Est. Cost $41.28 Unrealized +227.1%
GLD SPDR Gold Shares ETF 2.3%
Value ($000) $7,784 Shares 47,402 Est. Cost $140.10 Unrealized
ITOT iShares Core S&P Small-Cap ETF 2.3%
Value ($000) $7,669 Shares 70,238 Est. Cost $97.44 Unrealized
CRWD CrowdStrike Holdings, Inc. 2.1%
Value ($000) $6,895 Shares 28,055 Est. Cost $57.01 Unrealized +352.7%
IYY iShares Dow Jones Select Divid. Index ETF 1.8%
Value ($000) $6,205 Shares 54,087 Est. Cost $97.72 Unrealized
XYZ Square, Inc. 1.8%
Value ($000) $6,166 Shares 25,708 Est. Cost $68.90 Unrealized +272.8%
MSFT Microsoft Corp. 1.8%
Value ($000) $6,121 Shares 21,713 Est. Cost $55.00 Unrealized +410.4%
CWB SPDR Barclays Convertible Securities ETF 1.7%
Value ($000) $5,776 Shares 67,677 Est. Cost $46.38 Unrealized
GDX VanEck Vectors Gold Miners ETF 1.7%
Value ($000) $5,567 Shares 188,910 Est. Cost $27.60 Unrealized
COST Costco Wholesale Corp. 1.6%
Value ($000) $5,495 Shares 12,229 Est. Cost $239.60 Unrealized +74.6%
Visa, Inc. 1.6%
Value ($000) $5,301 Shares 23,800 Est. Cost $88.45 Unrealized
PFF iShares S&P US Preferred Stock Index ETF 1.5%
Value ($000) $5,114 Shares 131,772 Est. Cost $37.18 Unrealized
VZ Verizon Communications, Inc. 1.5%
Value ($000) $5,052 Shares 93,541 Est. Cost $33.28 Unrealized +27.2%
KKR & Co. 1.4%
Value ($000) $4,870 Shares 79,992 Est. Cost $24.38 Unrealized
JPM JPMorgan Chase & Co. 1.3%
Value ($000) $4,360 Shares 26,636 Est. Cost $72.17 Unrealized +94.4%
UPS United Parcel Service, Inc. 1.2%
Value ($000) $3,931 Shares 21,589 Est. Cost $83.54 Unrealized +94.8%
JPST JPMorgan Ultra-Short Income ETF 1.2%
Value ($000) $3,891 Shares 76,710 Est. Cost $50.24 Unrealized
IJH SPDR S&P MidCap 400 ETF 1.1%
Value ($000) $3,704 Shares 8,582 Est. Cost $304.46 Unrealized
AMT American Tower Corp. 1.1%
Value ($000) $3,680 Shares 13,864 Est. Cost $126.19 Unrealized +97.1%
GS Goldman Sachs Group 1.0%
Value ($000) $3,522 Shares 9,318 Est. Cost $165.75 Unrealized +111.1%
BlackRock, Inc. 1.0%
Value ($000) $3,512 Shares 4,188 Est. Cost $390.90 Unrealized
CVS CVS Health Corp. 1.0%
Value ($000) $3,510 Shares 41,363 Est. Cost $56.95 Unrealized +27.4%
PPL PPL Corp. 1.0%
Value ($000) $3,362 Shares 120,588 Est. Cost $22.44 Unrealized +9.6%
DOCN DigitalOcean Holdings, Inc. 1.0%
Value ($000) $3,272 Shares 42,150 Est. Cost $50.64 Unrealized +22.1%
FNF Fidelity National Financial, Inc. 1.0%
Value ($000) $3,218 Shares 70,968 Est. Cost $31.38 Unrealized +14.2%
PD PagerDuty, Inc. 0.9%
Value ($000) $3,031 Shares 73,175 Est. Cost $32.92 Unrealized +28.7%
KMI Kinder Morgan, Inc. 0.9%
Value ($000) $2,987 Shares 178,553 Est. Cost $12.63 Unrealized +5.0%
LOW Lowe's Companies Inc. 0.9%
Value ($000) $2,916 Shares 14,376 Est. Cost $60.55 Unrealized +203.2%
ALGN Align Technology, Inc. 0.9%
Value ($000) $2,874 Shares 4,319 Est. Cost $138.83 Unrealized +389.2%
NKE Nike, Inc. 0.8%
Value ($000) $2,794 Shares 19,240 Est. Cost $48.35 Unrealized +215.5%
OUNZ VanEck Merk Gold Trust ETF 0.8%
Value ($000) $2,792 Shares 163,365 Est. Cost $17.48 Unrealized
The Blackstone Group, Inc. 0.8%
Value ($000) $2,778 Shares 23,882 Est. Cost $35.68 Unrealized
SHOP Shopify, Inc. 0.8%
Value ($000) $2,731 Shares 2,014 Est. Cost $18.47 Unrealized +711.5%
PG The Procter & Gamble Co. 0.8%
Value ($000) $2,700 Shares 19,310 Est. Cost $67.77 Unrealized +87.8%
AMGN Amgen, Inc. 0.8%
Value ($000) $2,698 Shares 12,686 Est. Cost $120.77 Unrealized +65.8%
HON Honeywell International, Inc. 0.8%
Value ($000) $2,655 Shares 12,508 Est. Cost $104.09 Unrealized +87.0%
REGN Regeneron Pharmaceuticals, Inc. 0.8%
Value ($000) $2,547 Shares 4,209 Est. Cost $485.07 Unrealized +27.3%
GOOG Alphabet, Inc. Class C 0.7%
Value ($000) $2,471 Shares 927 Est. Cost $38.79 Unrealized +252.7%
ROKU Roku, Inc. 0.7%
Value ($000) $2,469 Shares 7,880 Est. Cost $179.88 Unrealized +109.5%
CMCSA Comcast Corp. Class A 0.7%
Value ($000) $2,458 Shares 43,948 Est. Cost $33.73 Unrealized +52.4%
HD The Home Depot, Inc. 0.7%
Value ($000) $2,435 Shares 7,417 Est. Cost $175.48 Unrealized +67.9%
PINS Pinterest, Inc. 0.7%
Value ($000) $2,412 Shares 47,345 Est. Cost $19.52 Unrealized +214.8%
BRK/B Berkshire Hathaway B 0.7%
Value ($000) $2,291 Shares 8,394 Est. Cost $168.21 Unrealized +67.0%
PFE Pfizer, Inc. 0.7%
Value ($000) $2,288 Shares 53,190 Est. Cost $27.65 Unrealized +29.0%
WMT Walmart, Inc. 0.7%
Value ($000) $2,278 Shares 16,342 Est. Cost $27.83 Unrealized +63.4%
LMT Lockheed Martin Corp. 0.7%
Value ($000) $2,250 Shares 6,520 Est. Cost $311.88 Unrealized +2.9%
SBUX Starbucks Corp. 0.7%
Value ($000) $2,241 Shares 20,312 Est. Cost $55.72 Unrealized +89.7%
PAYX Paychex, Inc. 0.7%
Value ($000) $2,223 Shares 19,764 Est. Cost $47.03 Unrealized +111.1%
Merck & Co., Inc. 0.7%
Value ($000) $2,207 Shares 29,389 Est. Cost $64.36 Unrealized
PEP PepsiCo, Inc. 0.6%
Value ($000) $2,091 Shares 13,901 Est. Cost $80.23 Unrealized +68.3%
TSLA Tesla Motors, Inc. 0.6%
Value ($000) $2,089 Shares 2,694 Est. Cost $198.18 Unrealized +18.8%
FIVN Five9, Inc. 0.6%
Value ($000) $2,086 Shares 13,060 Est. Cost $66.75 Unrealized +173.4%
BlackRock Municipal 2030 Target Term Trust 0.6%
Value ($000) $1,995 Shares 78,167 Est. Cost $23.94 Unrealized
TFC Truist Financial Corp. 0.6%
Value ($000) $1,926 Shares 32,840 Est. Cost $43.47 Unrealized +3.8%
AKAM Akamai Technologies, Inc. 0.6%
Value ($000) $1,914 Shares 18,300 Est. Cost $56.28 Unrealized +103.0%
U Unity Software, Inc. 0.5%
Value ($000) $1,834 Shares 14,525 Est. Cost $102.21 Unrealized +15.8%
ABBV AbbVie, Inc. 0.5%
Value ($000) $1,829 Shares 16,957 Est. Cost $48.94 Unrealized +98.6%
FUBO fuboTV, Inc. 0.5%
Value ($000) $1,752 Shares 73,125 Est. Cost $23.94 Unrealized +14.0%
GIS General Mills, Inc. 0.5%
Value ($000) $1,711 Shares 28,610 Est. Cost $35.42 Unrealized +43.9%
SPDR S&P 500 ETF 0.5%
Value ($000) $1,625 Shares 3,787 Est. Cost $285.71 Unrealized
INTC Intel Corp. 0.5%
Value ($000) $1,594 Shares 29,920 Est. Cost $31.98 Unrealized +55.8%
CMI Cummins, Inc. 0.5%
Value ($000) $1,571 Shares 6,995 Est. Cost $121.06 Unrealized +73.8%
WTRG Essential Utilities, Inc. 0.5%
Value ($000) $1,554 Shares 33,728 Est. Cost $47.13 Unrealized +2.8%
CMRC BigCommerce Holdings, Inc. 0.5%
Value ($000) $1,525 Shares 30,120 Est. Cost $61.41 Unrealized -0.7%
ABT Abbott Laboratories 0.4%
Value ($000) $1,503 Shares 12,720 Est. Cost $33.77 Unrealized +236.0%
FNX First Trust Mid Cap Core AlphaDEX ETF 0.4%
Value ($000) $1,400 Shares 14,335 Est. Cost $57.03 Unrealized
ARKG Ark Genomic Revolution ETF 0.4%
Value ($000) $1,347 Shares 18,025 Est. Cost $92.32 Unrealized
MDLZ Mondelez International, Inc. 0.4%
Value ($000) $1,321 Shares 22,699 Est. Cost $35.32 Unrealized +56.9%
MUB iShares S&P National Municipal Bond ETF 0.4%
Value ($000) $1,286 Shares 11,074 Est. Cost $111.60 Unrealized
EMR Emerson Electric Co. 0.4%
Value ($000) $1,272 Shares 13,499 Est. Cost $48.06 Unrealized +89.8%
Eaton Corp. 0.4%
Value ($000) $1,272 Shares 8,521 Est. Cost $71.50 Unrealized
DIS Walt Disney Co. 0.4%
Value ($000) $1,255 Shares 7,421 Est. Cost $112.46 Unrealized +54.8%
ABNB Airbnb, Inc. 0.4%
Value ($000) $1,226 Shares 7,307 Est. Cost $168.51 Unrealized -9.4%
PSA Public Storage 0.3%
Value ($000) $1,167 Shares 3,928 Est. Cost $151.15 Unrealized +70.2%
CVX Chevron Corp. 0.3%
Value ($000) $1,144 Shares 11,281 Est. Cost $76.56 Unrealized +8.8%
BDX Becton, Dickinson and Co. 0.3%
Value ($000) $1,121 Shares 4,560 Est. Cost $216.56 Unrealized +5.3%
DEO Diageo plc 0.3%
Value ($000) $1,092 Shares 5,657 Est. Cost $104.93 Unrealized
FEX First Trust Large Cap Core AlphaDEX ETF 0.3%
Value ($000) $1,078 Shares 12,635 Est. Cost $49.41 Unrealized
Unilever plc 0.3%
Value ($000) $989 Shares 18,249 Est. Cost $55.61 Unrealized
ARCC Ares Capital Corp. 0.3%
Value ($000) $970 Shares 47,707 Est. Cost $10.28 Unrealized +28.4%
ILMN Illumina, Inc. 0.3%
Value ($000) $925 Shares 2,280 Est. Cost $191.57 Unrealized +140.1%
ORCL Oracle Corp. 0.3%
Value ($000) $907 Shares 10,404 Est. Cost $35.72 Unrealized +133.3%
CSCO Cisco Systems, Inc. 0.3%
Value ($000) $898 Shares 16,497 Est. Cost $33.39 Unrealized +47.5%
BND Vanguard Total Bond Market ETF 0.3%
Value ($000) $882 Shares 10,325 Est. Cost $83.77 Unrealized
SPMD SPDR Portfolio Mid Cap ETF 0.3%
Value ($000) $877 Shares 19,000 Est. Cost $32.54 Unrealized
SYK Stryker Corp. 0.3%
Value ($000) $877 Shares 3,325 Est. Cost $109.41 Unrealized +133.3%
ALPS Alerian MLP ETF 0.3%
Value ($000) $869 Shares 26,080 Est. Cost $17.89 Unrealized
MCD McDonald's Corp. 0.3%
Value ($000) $866 Shares 3,593 Est. Cost $106.70 Unrealized +102.3%
Nuveen Intermed. Duration Muni. Term Fund 0.2%
Value ($000) $817 Shares 55,500 Est. Cost $13.10 Unrealized
HTGC Hercules Capital, Inc. 0.2%
Value ($000) $796 Shares 47,900 Est. Cost $13.14 Unrealized +29.4%
KO The Coca-Cola Co. 0.2%
Value ($000) $765 Shares 14,589 Est. Cost $33.18 Unrealized +47.1%
CURI CuriosityStream, Inc. 0.2%
Value ($000) $760 Shares 72,150 Est. Cost $14.80 Unrealized -30.5%
ADBE Adobe Systems, Inc. 0.2%
Value ($000) $733 Shares 1,273 Est. Cost $181.74 Unrealized +246.3%
GLW Corning, Inc. 0.2%
Value ($000) $731 Shares 20,030 Est. Cost $19.96 Unrealized +76.8%
ANSYS, Inc. 0.2%
Value ($000) $721 Shares 2,119 Est. Cost $345.00 Unrealized
ICLN iShares Global Clean Energy ETF 0.2%
Value ($000) $688 Shares 31,800 Est. Cost $22.38 Unrealized
JMST JPMorgan Ultra-Short Municipal Income ETF 0.2%
Value ($000) $679 Shares 13,300 Est. Cost $50.99 Unrealized
GDXJ VanEck Vectors Junior Gold Miners ETF 0.2%
Value ($000) $677 Shares 17,650 Est. Cost $34.08 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 0.2%
Value ($000) $651 Shares 13,018 Est. Cost $37.65 Unrealized
GBTC Grayscale Bitcoin Trust 0.2%
Value ($000) $635 Shares 18,752 Est. Cost $33.86 Unrealized
BAX Baxter International, Inc. 0.2%
Value ($000) $595 Shares 7,395 Est. Cost $41.78 Unrealized +71.3%
META Facebook, Inc. 0.2%
Value ($000) $555 Shares 1,634 Est. Cost $180.24 Unrealized +98.4%
GILD Gilead Sciences, Inc. 0.2%
Value ($000) $547 Shares 7,832 Est. Cost $57.00 Unrealized +4.2%
ARKK Ark Innovation ETF 0.2%
Value ($000) $544 Shares 4,920 Est. Cost $126.65 Unrealized
EFA iShares MSCI EAFE Index ETF 0.2%
Value ($000) $540 Shares 6,923 Est. Cost $69.65 Unrealized
IMNM Immunome, Inc. 0.2%
Value ($000) $527 Shares 21,627 Est. Cost $22.09 Unrealized -21.0%
NVDA NVIDIA Corp. 0.2%
Value ($000) $519 Shares 2,507 Est. Cost $17.09 Unrealized +21.2%
ANVS Annovis Bio, Inc. 0.1%
Value ($000) $460 Shares 14,474 Est. Cost $5.35 Unrealized +974.4%
TTD The Trade Desk, Inc. 0.1%
Value ($000) $439 Shares 6,250 Est. Cost $60.17 Unrealized +28.5%
GSBD Goldman Sachs BDC, Inc. 0.1%
Value ($000) $435 Shares 23,690 Est. Cost $22.28 Unrealized -14.1%
XOM Exxon Mobil Corp. 0.1%
Value ($000) $426 Shares 7,248 Est. Cost $55.16 Unrealized -12.2%
LLY Eli Lilly & Co. 0.1%
Value ($000) $416 Shares 1,799 Est. Cost $75.62 Unrealized +212.9%
CAT Caterpillar Inc. 0.1%
Value ($000) $400 Shares 2,084 Est. Cost $120.80 Unrealized +59.0%
BA The Boeing Co. 0.1%
Value ($000) $375 Shares 1,706 Est. Cost $280.01 Unrealized -20.4%
Invesco QQQ ETF 0.1%
Value ($000) $372 Shares 1,040 Est. Cost $182.55 Unrealized
C Citigroup, Inc. 0.1%
Value ($000) $365 Shares 5,208 Est. Cost $53.13 Unrealized +12.4%
VUG Vanguard Growth ETF 0.1%
Value ($000) $355 Shares 1,225 Est. Cost $142.36 Unrealized
Twitter, Inc. 0.1%
Value ($000) $351 Shares 5,807 Est. Cost $19.58 Unrealized
FSLR First Solar, Inc. 0.1%
Value ($000) $344 Shares 3,600 Est. Cost $58.07 Unrealized +59.9%
FSLY Fastly, Inc. 0.1%
Value ($000) $335 Shares 8,280 Est. Cost $86.68 Unrealized -46.8%
DraftKings, Inc. 0.1%
Value ($000) $311 Shares 6,450 Est. Cost $52.58 Unrealized
Bank of America Corp. 0.1%
Value ($000) $310 Shares 7,309 Est. Cost $27.28 Unrealized
TDOC Teladoc, Inc. 0.1%
Value ($000) $300 Shares 2,363 Est. Cost $183.62 Unrealized -20.7%
WM Waste Management, Inc. 0.1%
Value ($000) $298 Shares 1,996 Est. Cost $92.14 Unrealized +51.6%
NET Cloudflare, Inc. 0.1%
Value ($000) $283 Shares 2,510 Est. Cost $27.35 Unrealized +336.8%
BABA Alibaba Group Holdings Ltd. 0.1%
Value ($000) $282 Shares 1,904 Est. Cost $180.03 Unrealized
Matterport, Inc. 0.1%
Value ($000) $279 Shares 14,750 Est. Cost $18.92 Unrealized
VPU Vanguard Utilities ETF 0.1%
Value ($000) $271 Shares 1,951 Est. Cost $118.23 Unrealized
RTX Raytheon Technologies Corp. 0.1%
Value ($000) $263 Shares 3,061 Est. Cost $60.04 Unrealized +28.9%
RBLX Roblox Corp. 0.1%
Value ($000) $253 Shares 3,350 Est. Cost $77.30 Unrealized +6.2%
AXP American Express 0.1%
Value ($000) $251 Shares 1,500 Est. Cost $60.98 Unrealized +159.5%
DSI iShares MSCI KLD 400 Social Index ETF 0.1%
Value ($000) $250 Shares 3,000 Est. Cost $79.20 Unrealized
NEM Newmont Goldcorp Corp. 0.1%
Value ($000) $244 Shares 4,501 Est. Cost $52.35 Unrealized -1.9%
EXPE Expedia Group, Inc. 0.1%
Value ($000) $243 Shares 1,485 Est. Cost $144.44 Unrealized +6.2%
D Dominion Resources 0.1%
Value ($000) $240 Shares 3,281 Est. Cost $53.19 Unrealized +17.4%
INMD InMode, Ltd. 0.1%
Value ($000) $240 Shares 1,505 Est. Cost $21.13 Unrealized +188.8%
PYPL PayPal Holdings, Inc. 0.1%
Value ($000) $223 Shares 856 Est. Cost $197.93 Unrealized +43.0%
KMB Kimberly-Clark Corp. 0.1%
Value ($000) $223 Shares 1,681 Est. Cost $98.89 Unrealized +16.8%
MO Altria Group, Inc. 0.1%
Value ($000) $217 Shares 4,778 Est. Cost $31.12 Unrealized +9.2%
CRM salesforce.com, inc. 0.1%
Value ($000) $216 Shares 795 Est. Cost $189.44 Unrealized +32.4%
ZM Zoom Video Communications, Inc. 0.1%
Value ($000) $209 Shares 800 Est. Cost $85.18 Unrealized +295.8%
BMY Bristol-Myers Squibb Co. 0.1%
Value ($000) $201 Shares 3,394 Est. Cost $42.77 Unrealized +28.2%
3M Company 0.1%
Value ($000) $195 Shares 1,110 Est. Cost $179.81 Unrealized
CIGNA Corp. 0.1%
Value ($000) $191 Shares 952 Est. Cost $186.64 Unrealized
TRIP TripAdvisor, Inc. 0.1%
Value ($000) $183 Shares 5,400 Est. Cost $25.33 Unrealized +41.6%
VXF Vanguard Extended Market ETF 0.1%
Value ($000) $182 Shares 1,000 Est. Cost $100.00 Unrealized
WELL Welltower, Inc. 0.1%
Value ($000) $179 Shares 2,175 Est. Cost $47.58 Unrealized +61.4%
EXC Exelon Corporation 0.1%
Value ($000) $177 Shares 3,658 Est. Cost $21.35 Unrealized +37.2%
WSFS WSFS Financial Corp. 0.1%
Value ($000) $175 Shares 3,420 Est. Cost $42.27 Unrealized +6.4%
RSPH Invesco S&P 500 Eq. Weight Health Care ETF 0.1%
Value ($000) $173 Shares 580 Est. Cost $200.66 Unrealized
PPG PPG Industries, Inc. 0.1%
Value ($000) $172 Shares 1,200 Est. Cost $91.24 Unrealized +60.8%
IGF iShares Global Infrastructure ETF 0.0%
Value ($000) $164 Shares 3,575 Est. Cost $40.85 Unrealized
ITW Illinois Tool Works, Inc. 0.0%
Value ($000) $164 Shares 795 Est. Cost $108.15 Unrealized +87.6%
DOW Dow, Inc. 0.0%
Value ($000) $162 Shares 2,813 Est. Cost $35.25 Unrealized +35.6%
NFLX Netflix, Inc. 0.0%
Value ($000) $161 Shares 263 Est. Cost $28.53 Unrealized +92.9%
BOTZ Global X Robotics & A.I. ETF 0.0%
Value ($000) $161 Shares 4,390 Est. Cost $17.27 Unrealized
LIT Global X Lithium & Battery Tech ETF 0.0%
Value ($000) $158 Shares 1,925 Est. Cost $23.12 Unrealized
VTV Vanguard Value ETF 0.0%
Value ($000) $157 Shares 1,162 Est. Cost $113.48 Unrealized
SCHB Schwab U.S. Broad Market ETF 0.0%
Value ($000) $156 Shares 1,504 Est. Cost $57.74 Unrealized
BIZD VanEck Vectors BDC Income ETF 0.0%
Value ($000) $156 Shares 9,085 Est. Cost $16.34 Unrealized
LAM Research Corp. 0.0%
Value ($000) $150 Shares 263 Est. Cost $294.72 Unrealized
NOC Northrop Grumman Corp. 0.0%
Value ($000) $144 Shares 400 Est. Cost $274.68 Unrealized +22.5%
T AT&T, Inc. 0.0%
Value ($000) $142 Shares 5,256 Est. Cost $15.67 Unrealized +2.6%
ACN Accenture Ltd. 0.0%
Value ($000) $142 Shares 445 Est. Cost $146.26 Unrealized +108.9%
QCOM QUALCOMM, Inc. 0.0%
Value ($000) $139 Shares 1,080 Est. Cost $67.80 Unrealized +90.0%
VIRT Virtu Financial, Inc. 0.0%
Value ($000) $139 Shares 5,700 Est. Cost $25.59 Unrealized -0.7%
TE Connectivity, Ltd. 0.0%
Value ($000) $132 Shares 959 Est. Cost $97.00 Unrealized
UNH UnitedHealth Group Inc. 0.0%
Value ($000) $130 Shares 332 Est. Cost $234.11 Unrealized +64.4%
PENN Penn National Gaming, Inc. 0.0%
Value ($000) $128 Shares 1,765 Est. Cost $39.77 Unrealized +84.8%
VTI Vanguard Total Stock ETF 0.0%
Value ($000) $126 Shares 567 Est. Cost $192.59 Unrealized
AOA iShares Barclays Aggregate Bond ETF 0.0%
Value ($000) $125 Shares 1,085 Est. Cost $109.99 Unrealized
IWY iShares Russell Top 200 Growth ETF 0.0%
Value ($000) $124 Shares 810 Est. Cost $134.57 Unrealized
FFTY Innovator IBD 50 ETF 0.0%
Value ($000) $123 Shares 2,600 Est. Cost $33.74 Unrealized
ADP Automatic Data Processing 0.0%
Value ($000) $120 Shares 601 Est. Cost $80.28 Unrealized +133.8%
ConocoPhillips 0.0%
Value ($000) $120 Shares 1,768 Est. Cost $69.26 Unrealized
CATH Global X S&P 500 Catholic Values ETF 0.0%
Value ($000) $118 Shares 2,180 Est. Cost $46.90 Unrealized
ESGD iShares MSCI EAFE ESG Optimized ETF 0.0%
Value ($000) $118 Shares 1,500 Est. Cost $60.21 Unrealized
MDT Medtronic plc 0.0%
Value ($000) $113 Shares 904 Est. Cost $73.48 Unrealized +54.4%
IWM iShares Russell 1000 Index ETF 0.0%
Value ($000) $113 Shares 496 Est. Cost $142.20 Unrealized
MSTR MicroStrategy, Inc. 0.0%
Value ($000) $113 Shares 195 Est. Cost $38.77 Unrealized +65.4%
IWP iShares Russell Mid-Cap Growth ETF 0.0%
Value ($000) $110 Shares 982 Est. Cost $103.19 Unrealized
SCHF Schwab International Equity ETF 0.0%
Value ($000) $109 Shares 2,814 Est. Cost $36.90 Unrealized
iShares Int'l Developed Property ETF 0.0%
Value ($000) $107 Shares 2,887 Est. Cost $33.69 Unrealized
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $106 Shares 3,462 Est. Cost $31.16 Unrealized
SCHX Schwab U.S. Large Cap ETF 0.0%
Value ($000) $106 Shares 1,017 Est. Cost $65.49 Unrealized
TIP iShares Barclays TIPS Bond ETF 0.0%
Value ($000) $105 Shares 825 Est. Cost $113.59 Unrealized
ISRG Intuitive Surgical, Inc. 0.0%
Value ($000) $105 Shares 106 Est. Cost $251.58 Unrealized +33.5%
MA MasterCard, Inc. 0.0%
Value ($000) $104 Shares 300 Est. Cost $253.93 Unrealized +39.7%
ASAN Asana, Inc. 0.0%
Value ($000) $104 Shares 1,000 Est. Cost $25.57 Unrealized +224.7%
GPC Genuine Parts Company 0.0%
Value ($000) $103 Shares 850 Est. Cost $67.34 Unrealized +64.0%
XLV Health Care Select Sector SPDR ETF 0.0%
Value ($000) $102 Shares 805 Est. Cost $96.24 Unrealized
JEF Jefferies Financial Group, Inc. 0.0%
Value ($000) $102 Shares 2,757 Est. Cost $16.62 Unrealized +75.2%
ORLY O'Reilly Automotive, Inc. 0.0%
Value ($000) $101 Shares 165 Est. Cost $19.46 Unrealized +105.6%
VSH Vishay Intertechnology, Inc. 0.0%
Value ($000) $100 Shares 4,976 Est. Cost $13.86 Unrealized +42.4%
INFY Infosys, Ltd. 0.0%
Value ($000) $96 Shares 4,330 Est. Cost $18.70 Unrealized
PWR Quanta Services, Inc. 0.0%
Value ($000) $96 Shares 845 Est. Cost $38.11 Unrealized +161.0%
PSX Phillips 66 0.0%
Value ($000) $93 Shares 1,328 Est. Cost $58.80 Unrealized +4.1%
ROBO Robo Global Robotics & Automation ETF 0.0%
Value ($000) $92 Shares 1,430 Est. Cost $42.07 Unrealized
MRNA Moderna, Inc. 0.0%
Value ($000) $89 Shares 230 Est. Cost $129.19 Unrealized +185.5%
Endo International plc 0.0%
Value ($000) $89 Shares 27,515 Est. Cost $3.23 Unrealized
ROK Rockwell Automation, Inc. 0.0%
Value ($000) $88 Shares 300 Est. Cost $191.70 Unrealized +48.5%
PM Philip Morris International, Inc. 0.0%
Value ($000) $88 Shares 927 Est. Cost $59.91 Unrealized +35.3%
CHTR Charter Communications, Inc. 0.0%
Value ($000) $87 Shares 119 Est. Cost $367.43 Unrealized +106.5%
EPD Enterprise Products Partners, L.P. 0.0%
Value ($000) $87 Shares 4,024 Est. Cost $26.24 Unrealized
Adaptec, Inc. 0.0%
Value ($000) $82 Shares 2,400 Est. Cost $34.44 Unrealized
BIL SPDR Bloomberg Barc. 1-3 Month T-Bill ETF 0.0%
Value ($000) $81 Shares 885 Est. Cost $91.53 Unrealized
CL Colgate-Palmolive Company 0.0%
Value ($000) $81 Shares 1,077 Est. Cost $59.80 Unrealized +19.9%
ET Energy Transfer, L.P. 0.0%
Value ($000) $80 Shares 8,360 Est. Cost $12.06 Unrealized
PNC PNC Financial Services Group, Inc. 0.0%
Value ($000) $80 Shares 408 Est. Cost $122.76 Unrealized +31.0%
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) $78 Shares 1,054 Est. Cost $68.93 Unrealized
AFL AFLAC Inc. 0.0%
Value ($000) $78 Shares 1,500 Est. Cost $34.71 Unrealized +42.5%
FITB Fifth Third Bancorp 0.0%
Value ($000) $76 Shares 1,800 Est. Cost $15.97 Unrealized +102.2%
SMOG VanEck Vectors Low Carbon Energy ETF 0.0%
Value ($000) $74 Shares 500 Est. Cost $60.00 Unrealized
COIN Coinbase Global, Inc. 0.0%
Value ($000) $73 Shares 323 Est. Cost $259.41 Unrealized -5.1%
DFAC Dimensional U.S. Core Equity 2 ETF 0.0%
Value ($000) $73 Shares 2,737 Est. Cost $27.04 Unrealized
MBB iShares MBS ETF 0.0%
Value ($000) $70 Shares 643 Est. Cost $107.46 Unrealized
ORMP Oramed Pharmaceuticals, Inc. 0.0%
Value ($000) $69 Shares 3,150 Est. Cost $6.07 Unrealized +161.5%
BNTX BioNTech SE 0.0%
Value ($000) $68 Shares 250 Est. Cost $108.00 Unrealized
OGN Organon & Co. 0.0%
Value ($000) $68 Shares 2,076 Est. Cost $26.93 Unrealized -2.4%
HSY The Hershey Co. 0.0%
Value ($000) $68 Shares 400 Est. Cost $84.07 Unrealized +88.9%
EEM iShares MSCI Emerging Markets ETF 0.0%
Value ($000) $67 Shares 1,320 Est. Cost $38.58 Unrealized
SNA Snap, Inc. 0.0%
Value ($000) $66 Shares 887 Est. Cost $162.72 Unrealized +21.5%
KEY KeyCorp 0.0%
Value ($000) $65 Shares 3,000 Est. Cost $16.22 Unrealized 0.0%
A Agilent Systems 0.0%
Value ($000) $63 Shares 400 Est. Cost $78.89 Unrealized +99.1%
AMAT Applied Materials 0.0%
Value ($000) $63 Shares 490 Est. Cost $54.89 Unrealized +137.9%
SEIC SEI Investments Co. 0.0%
Value ($000) $61 Shares 1,031 Est. Cost $56.09 Unrealized +2.4%
SPOT Spotify Technology S.A. 0.0%
Value ($000) $59 Shares 260 Est. Cost $145.30 Unrealized +62.2%
ZBH Zimmer Biomet Holdings, Inc. 0.0%
Value ($000) $59 Shares 400 Est. Cost $101.37 Unrealized +39.7%
CTSH Cognizant Technology Solutions Corp. 0.0%
Value ($000) $59 Shares 800 Est. Cost $47.45 Unrealized +45.1%
IBM IBM 0.0%
Value ($000) $58 Shares 418 Est. Cost $111.27 Unrealized +0.8%
SO The Southern Company 0.0%
Value ($000) $57 Shares 920 Est. Cost $43.04 Unrealized +27.1%
BHC Bausch Health Companies, Inc. 0.0%
Value ($000) $56 Shares 2,000 Est. Cost $28.36 Unrealized 0.0%
Laboratory Corp. of America Holdings 0.0%
Value ($000) $56 Shares 200 Est. Cost $130.00 Unrealized
LTCH Latch, Inc. 0.0%
Value ($000) $56 Shares 5,000 Est. Cost $12.20 Unrealized
Reaves Utility Income Fund 0.0%
Value ($000) $56 Shares 1,694 Est. Cost $30.24 Unrealized
FTCHQ Farfetch, Ltd. 0.0%
Value ($000) $52 Shares 1,400 Est. Cost $45.39 Unrealized -2.4%
CARR Carrier Global Corp. 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $17.13 Unrealized +196.0%
VanEck Vectors Oil Services ETF 0.0%
Value ($000) $51 Shares 260 Est. Cost $196.15 Unrealized
NEE NextEra Energy, Inc. 0.0%
Value ($000) $51 Shares 644 Est. Cost $56.83 Unrealized +26.4%
MCK McKesson HBOC, Inc. 0.0%
Value ($000) $50 Shares 250 Est. Cost $161.42 Unrealized +20.9%
QRVO Qorvo, Inc. 0.0%
Value ($000) $50 Shares 300 Est. Cost $80.09 Unrealized +132.0%
EEMV iShares MSCI Emerg. Mkts. Min. Volat. ETF 0.0%
Value ($000) $50 Shares 800 Est. Cost $61.29 Unrealized
ICF iShares Cohen & Steers Realty Index ETF 0.0%
Value ($000) $49 Shares 750 Est. Cost $65.33 Unrealized
IWS iShares Russell Mid-Cap Value ETF 0.0%
Value ($000) $49 Shares 434 Est. Cost $82.95 Unrealized
TMO Thermo Fisher Scientific, Inc. 0.0%
Value ($000) $49 Shares 86 Est. Cost $465.36 Unrealized +16.5%
IWF iShares Russell 1000 Growth ETF 0.0%
Value ($000) $49 Shares 180 Est. Cost $244.44 Unrealized
GDEN Golden Entertainment, Inc. 0.0%
Value ($000) $49 Shares 1,000 Est. Cost $8.26 Unrealized +400.0%
Nuveen AMT-Free Municipal Value Fund 0.0%
Value ($000) $48 Shares 2,799 Est. Cost $16.43 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $48 Shares 771 Est. Cost $65.22 Unrealized
DBEF Deutsche MSCI EAFE Hedged Equity ETF 0.0%
Value ($000) $47 Shares 1,232 Est. Cost $30.03 Unrealized
IGSB iShares Short-Term Corporate Bond ETF 0.0%
Value ($000) $47 Shares 867 Est. Cost $91.62 Unrealized
RIO Rio Tinto plc 0.0%
Value ($000) $47 Shares 700 Est. Cost $42.86 Unrealized
VT Vanguard Total World Stock Index Fund ETF 0.0%
Value ($000) $46 Shares 450 Est. Cost $104.44 Unrealized
PFIS Peoples Financial Services Corp. 0.0%
Value ($000) $46 Shares 1,004 Est. Cost $33.45 Unrealized +11.6%
NNOX Nano-X Imaging, Ltd. 0.0%
Value ($000) $45 Shares 2,000 Est. Cost $26.26 Unrealized 0.0%
IJT iShares S&P SmallCap 600 Growth Index ETF 0.0%
Value ($000) $45 Shares 346 Est. Cost $161.60 Unrealized
CRSP CRISPR Therapeutics AG 0.0%
Value ($000) $45 Shares 400 Est. Cost $121.62 Unrealized +3.3%
TJX TJX Companies, Inc. 0.0%
Value ($000) $44 Shares 660 Est. Cost $42.67 Unrealized +53.4%
Amazon.com - $3500 - Exp. 6/17/22 0.0%
Value ($000) $44 Shares 2 Est. Cost $36500.00 Unrealized
DLR Digital Realty Trust, Inc. 0.0%
Value ($000) $44 Shares 303 Est. Cost $77.24 Unrealized +73.8%
SUB iShares Short-Term National Muni Bond ETF 0.0%
Value ($000) $43 Shares 400 Est. Cost $104.43 Unrealized
Meridian Bank 0.0%
Value ($000) $43 Shares 1,500 Est. Cost $16.06 Unrealized
VCIT Vanguard Interm.-Term Corporate Bond ETF 0.0%
Value ($000) $43 Shares 452 Est. Cost $92.90 Unrealized
YUM Yum! Brands, Inc. 0.0%
Value ($000) $42 Shares 344 Est. Cost $60.04 Unrealized +94.5%
BBY Best Buy Company, Inc. 0.0%
Value ($000) $42 Shares 400 Est. Cost $60.29 Unrealized +52.6%
ShockWave Medical, Inc. 0.0%
Value ($000) $41 Shares 200 Est. Cost $35.00 Unrealized
Duke Energy Corporation 0.0%
Value ($000) $41 Shares 422 Est. Cost $88.27 Unrealized
EMN Eastman Chemical Co. 0.0%
Value ($000) $40 Shares 400 Est. Cost $53.34 Unrealized +75.9%
XPO Logistics, Inc. 0.0%
Value ($000) $40 Shares 500 Est. Cost $76.00 Unrealized
VIS Vanguard Industrials ETF 0.0%
Value ($000) $40 Shares 211 Est. Cost $146.92 Unrealized
NTLA Intellia Therapeutics, Inc. 0.0%
Value ($000) $40 Shares 300 Est. Cost $77.87 Unrealized +94.4%
EFAV iShares MSCI EAFE Minimum Volatility ETF 0.0%
Value ($000) $40 Shares 525 Est. Cost $73.36 Unrealized
BIV Vanguard Intermediate-Term Bond ETF 0.0%
Value ($000) $39 Shares 435 Est. Cost $89.66 Unrealized
LQD iShares GS $ InvesTop Corporate Bond ETF 0.0%
Value ($000) $39 Shares 290 Est. Cost $117.35 Unrealized
Dollar General Corporation 0.0%
Value ($000) $39 Shares 184 Est. Cost $114.24 Unrealized
AMD Advanced Micro Devices 0.0%
Value ($000) $39 Shares 380 Est. Cost $32.92 Unrealized +210.5%
GXO GXO Logistics, Inc. 0.0%
Value ($000) $39 Shares 500 Est. Cost $75.70 Unrealized 0.0%
ARKF Ark Fintech Innovation ETF 0.0%
Value ($000) $39 Shares 800 Est. Cost $53.46 Unrealized
SCHM Schwab U.S. Mid-Cap ETF 0.0%
Value ($000) $38 Shares 499 Est. Cost $53.88 Unrealized
WOOD iShares Global Timber & Forestry ETF 0.0%
Value ($000) $38 Shares 445 Est. Cost $85.09 Unrealized
Linde AG 0.0%
Value ($000) $38 Shares 131 Est. Cost $198.18 Unrealized
FR First Industrial Realty Trust, Inc. 0.0%
Value ($000) $37 Shares 720 Est. Cost $28.00 Unrealized
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $36 Shares 444 Est. Cost $77.14 Unrealized
VCSH Vanguard Short-Term Corp. Bond Index ETF 0.0%
Value ($000) $36 Shares 442 Est. Cost $81.90 Unrealized
BWMX Betterware de Mexico, S.A.B. de C.V. 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $28.59 Unrealized 0.0%
FIBK First Interstate BancSystem, Inc. 0.0%
Value ($000) $36 Shares 893 Est. Cost $23.49 Unrealized +38.1%
ULTA Ulta Beauty, Inc. 0.0%
Value ($000) $36 Shares 100 Est. Cost $306.82 Unrealized +17.7%
IJK iShares S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $35 Shares 440 Est. Cost $110.80 Unrealized
STM STMicroelectronics N.V 0.0%
Value ($000) $35 Shares 800 Est. Cost $37.50 Unrealized
FireEye, Inc. 0.0%
Value ($000) $35 Shares 1,950 Est. Cost $16.11 Unrealized
APPS Digital Turbine, Inc. 0.0%
Value ($000) $34 Shares 500 Est. Cost $73.08 Unrealized -15.2%
URGN UroGen Pharma, Ltd. 0.0%
Value ($000) $34 Shares 2,000 Est. Cost $15.85 Unrealized 0.0%
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $34 Shares 330 Est. Cost $81.75 Unrealized
MGNI Magnite, Inc. 0.0%
Value ($000) $34 Shares 1,200 Est. Cost $38.60 Unrealized -22.0%
XLC Communications Select Sector SPDR ETF 0.0%
Value ($000) $33 Shares 415 Est. Cost $48.19 Unrealized
DHR Danaher Corporation 0.0%
Value ($000) $33 Shares 110 Est. Cost $198.70 Unrealized +34.3%
Delta Air Lines, Inc. 0.0%
Value ($000) $33 Shares 779 Est. Cost $45.04 Unrealized
SCHK Schwab 1000 ETF 0.0%
Value ($000) $32 Shares 750 Est. Cost $41.33 Unrealized
VOO Vanguard 500 ETF 0.0%
Value ($000) $32 Shares 80 Est. Cost $400.00 Unrealized
IJJ iShares S&P MidCap 400 Value Index ETF 0.0%
Value ($000) $32 Shares 308 Est. Cost $125.00 Unrealized
FNCB Bancorp, Inc. 0.0%
Value ($000) $32 Shares 3,837 Est. Cost $6.00 Unrealized
XME SPDR S&P Metals and Mining ETF 0.0%
Value ($000) $32 Shares 766 Est. Cost $40.33 Unrealized
UGI UGI Corporation 0.0%
Value ($000) $31 Shares 720 Est. Cost $53.89 Unrealized -15.2%
LFMD LifeMD, Inc. 0.0%
Value ($000) $31 Shares 5,000 Est. Cost $12.59 Unrealized -32.2%
LVHD Legg Mason Low Volatility High Div. ETF 0.0%
Value ($000) $30 Shares 825 Est. Cost $29.44 Unrealized
DuPont de Nemours, Inc. 0.0%
Value ($000) $30 Shares 439 Est. Cost $75.12 Unrealized
RWO SPDR Dow Jones Global Real Estate ETF 0.0%
Value ($000) $30 Shares 582 Est. Cost $49.83 Unrealized
SHW The Sherwin-Williams Co. 0.0%
Value ($000) $30 Shares 106 Est. Cost $281.41 Unrealized 0.0%
ICUI ICU Medical, Inc. 0.0%
Value ($000) $29 Shares 125 Est. Cost $144.73 Unrealized +44.9%
BCPC Balchem Corp. 0.0%
Value ($000) $29 Shares 200 Est. Cost $74.87 Unrealized +76.0%
DXCM DexCom, Inc. 0.0%
Value ($000) $29 Shares 53 Est. Cost $57.44 Unrealized +119.6%
CPT Camden Property Trust 0.0%
Value ($000) $29 Shares 200 Est. Cost $58.23 Unrealized +115.9%
VB Vanguard Small-Cap ETF 0.0%
Value ($000) $29 Shares 131 Est. Cost $221.08 Unrealized
FS KKR Capital Corp. 0.0%
Value ($000) $28 Shares 1,250 Est. Cost $22.40 Unrealized
QDF FlexShares Quality Dividend ETF 0.0%
Value ($000) $28 Shares 500 Est. Cost $41.16 Unrealized
ELAN Elanco Animal Health Inc. 0.0%
Value ($000) $28 Shares 890 Est. Cost $30.75 Unrealized +9.1%
ALK Alaska Air Group, Inc. 0.0%
Value ($000) $28 Shares 485 Est. Cost $56.13 Unrealized +2.7%
SRPT Sarepta Therapeutics, Inc. 0.0%
Value ($000) $28 Shares 300 Est. Cost $136.70 Unrealized -43.7%
Barrick Gold Corp. 0.0%
Value ($000) $28 Shares 1,564 Est. Cost $23.47 Unrealized
DE Deere & Company 0.0%
Value ($000) $27 Shares 81 Est. Cost $234.66 Unrealized +44.6%
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $27 Shares 67 Est. Cost $402.99 Unrealized
SNOW Snowflake, Inc. 0.0%
Value ($000) $27 Shares 90 Est. Cost $238.10 Unrealized +19.4%
SWBI Smith & Wesson Brands, Inc. 0.0%
Value ($000) $27 Shares 1,300 Est. Cost $17.68 Unrealized +36.0%
PEG Public Service Enterprise Group, Inc. 0.0%
Value ($000) $27 Shares 447 Est. Cost $38.42 Unrealized +40.2%
RIOT Riot Blockchain, Inc. 0.0%
Value ($000) $26 Shares 1,015 Est. Cost $37.14 Unrealized -13.3%
Argo Group International Holdings, Ltd. 0.0%
Value ($000) $26 Shares 500 Est. Cost $36.00 Unrealized
BlueStar TA-BIGITech Israel Tech. ETF 0.0%
Value ($000) $26 Shares 400 Est. Cost $35.00 Unrealized
Nuveen Taxable Municipal Income Fund 0.0%
Value ($000) $25 Shares 1,092 Est. Cost $18.32 Unrealized
XYL Xylem Inc. 0.0%
Value ($000) $25 Shares 199 Est. Cost $72.87 Unrealized +67.6%
MARA Marathon Digital Holdings, Inc. 0.0%
Value ($000) $25 Shares 802 Est. Cost $32.01 Unrealized +1.6%
TriState Capital Holdings, Inc. 0.0%
Value ($000) $25 Shares 1,200 Est. Cost $9.17 Unrealized
TSCO Tractor Supply Co. 0.0%
Value ($000) $25 Shares 125 Est. Cost $20.01 Unrealized +79.8%
TWLO Twilio, Inc. 0.0%
Value ($000) $24 Shares 75 Est. Cost $30.45 Unrealized +1095.9%
StemCells, Inc. 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $24.00 Unrealized
Workhorse Group, Inc. 0.0%
Value ($000) $24 Shares 3,100 Est. Cost $16.36 Unrealized
Alcoa, Inc. 0.0%
Value ($000) $24 Shares 500 Est. Cost $10.00 Unrealized
PRU Prudential Financial, Inc. 0.0%
Value ($000) $24 Shares 225 Est. Cost $56.32 Unrealized +48.1%
Magellan Midstream Partners, L.P. 0.0%
Value ($000) $23 Shares 500 Est. Cost $36.00 Unrealized
Hut 8 Mining Corp. 0.0%
Value ($000) $23 Shares 2,740 Est. Cost $8.39 Unrealized
IQV IQVIA Holdings Inc. 0.0%
Value ($000) $23 Shares 97 Est. Cost $230.90 Unrealized +9.3%
ON Semiconductor Corp. 0.0%
Value ($000) $23 Shares 500 Est. Cost $46.00 Unrealized
SYY Sysco Corp. 0.0%
Value ($000) $22 Shares 280 Est. Cost $71.31 Unrealized -5.0%
SWKS Skyworks Solutions, Inc. 0.0%
Value ($000) $22 Shares 134 Est. Cost $156.58 Unrealized +3.4%
Coupa Software, Inc. 0.0%
Value ($000) $22 Shares 100 Est. Cost $313.46 Unrealized
IJS iShares S&P SmallCap 600 Value Index ETF 0.0%
Value ($000) $22 Shares 220 Est. Cost $117.52 Unrealized
CCI Crown Castle International Corp. 0.0%
Value ($000) $21 Shares 120 Est. Cost $150.03 Unrealized +3.9%
NewAge, Inc. 0.0%
Value ($000) $21 Shares 15,000 Est. Cost $1.40 Unrealized
BTBT Bit Digital, Inc. 0.0%
Value ($000) $21 Shares 2,870 Est. Cost $9.66 Unrealized 0.0%
PULS PGIM Ultra Short Bond ETF 0.0%
Value ($000) $20 Shares 395 Est. Cost $50.63 Unrealized
IP International Paper Co. 0.0%
Value ($000) $20 Shares 352 Est. Cost $35.16 Unrealized +30.5%
LEN Lennar Corp. Class A 0.0%
Value ($000) $20 Shares 215 Est. Cost $78.41 Unrealized +18.4%
LPX Louisiana-Pacific Corp. 0.0%
Value ($000) $20 Shares 320 Est. Cost $22.67 Unrealized +159.9%
ZTS Zoetis, Inc. 0.0%
Value ($000) $20 Shares 101 Est. Cost $193.72 Unrealized 0.0%
SAP SAP SE 0.0%
Value ($000) $20 Shares 150 Est. Cost $133.33 Unrealized
FFIV F5 Networks, Inc. 0.0%
Value ($000) $20 Shares 100 Est. Cost $135.48 Unrealized +47.6%
VNM VanEck Vectors Vietnam ETF 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $18.00 Unrealized
SNY Sanofi-Aventis 0.0%
Value ($000) $19 Shares 400 Est. Cost $42.50 Unrealized
MCO Moody's Corp. 0.0%
Value ($000) $19 Shares 54 Est. Cost $270.35 Unrealized +34.3%
SONY Sony Group Corp. 0.0%
Value ($000) $19 Shares 170 Est. Cost $105.88 Unrealized
BKNG Bookings Holdings, Inc. 0.0%
Value ($000) $19 Shares 8 Est. Cost $2003.46 Unrealized +10.2%
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 -13.5%
Johnson Controls, Inc. 0.0%
Value ($000) $18 Shares 262 Est. Cost $61.07 Unrealized
Danimer Scientific, Inc. 0.0%
Value ($000) $18 Shares 1,075 Est. Cost $18.37 Unrealized
AMP Ameriprise Financial, Inc. 0.0%
Value ($000) $18 Shares 70 Est. Cost $200.84 Unrealized +22.1%
CGEN Compugen, Ltd. 0.0%
Value ($000) $18 Shares 3,000 Est. Cost $6.70 Unrealized 0.0%
MCHP Microchip Technology Inc. 0.0%
Value ($000) $18 Shares 120 Est. Cost $67.53 Unrealized +1.1%
ONDS Ondas Holdings, Inc. 0.0%
Value ($000) $18 Shares 2,000 Est. Cost $11.71 Unrealized -35.2%
Invitae Corp. 0.0%
Value ($000) $18 Shares 640 Est. Cost $40.11 Unrealized
Nuveen Insured Municipal Opportunity ETF 0.0%
Value ($000) $18 Shares 500 Est. Cost $38.00 Unrealized
NOW ServiceNow, Inc. 0.0%
Value ($000) $17 Shares 28 Est. Cost $121.10 Unrealized 0.0%
IronNet Cybersecurity, Inc. 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $17.00 Unrealized
Seagate Technology Holdings plc 0.0%
Value ($000) $17 Shares 212 Est. Cost $68.29 Unrealized
Smartsheet, Inc. 0.0%
Value ($000) $17 Shares 242 Est. Cost $74.38 Unrealized
HYG iShares iBoxx $ High Yield Corp. Bond ETF 0.0%
Value ($000) $17 Shares 200 Est. Cost $87.57 Unrealized
ACWX iShares MSCI ACWI Index ETF 0.0%
Value ($000) $17 Shares 169 Est. Cost $59.21 Unrealized
ABUS Arbutus Biopharma Corp. 0.0%
Value ($000) $17 Shares 4,000 Est. Cost $1.72 Unrealized +93.4%
Tilray, Inc. 0.0%
Value ($000) $17 Shares 1,516 Est. Cost $15.57 Unrealized
CTVA Corteva, Inc. 0.0%
Value ($000) $17 Shares 411 Est. Cost $35.09 Unrealized +17.5%
MT ArcelorMittal 0.0%
Value ($000) $17 Shares 550 Est. Cost $30.91 Unrealized
HIG The Hartford Financial Services Group, Inc 0.0%
Value ($000) $16 Shares 234 Est. Cost $36.83 Unrealized +64.2%
HIMX Himax Technologies, Inc. 0.0%
Value ($000) $16 Shares 1,500 Est. Cost $6.00 Unrealized
UBER Uber Technologies, Inc. 0.0%
Value ($000) $16 Shares 361 Est. Cost $31.17 Unrealized +40.2%
Autodesk, Inc. 0.0%
Value ($000) $16 Shares 55 Est. Cost $272.73 Unrealized
SCHD Schwab U.S. Dividend Equity ETF 0.0%
Value ($000) $16 Shares 210 Est. Cost $76.19 Unrealized
KDP Keurig Dr Pepper, Inc. 0.0%
Value ($000) $16 Shares 478 Est. Cost $28.61 Unrealized +9.0%
TAN Invesco Solar ETF 0.0%
Value ($000) $16 Shares 200 Est. Cost $90.00 Unrealized
Viridi Cleaner Energy Crypto-Mining ETF 0.0%
Value ($000) $16 Shares 490 Est. Cost $32.65 Unrealized
SCM Stellus Capital Investment Corp. 0.0%
Value ($000) $16 Shares 1,200 Est. Cost $9.90 Unrealized +32.4%
WEC WEC Energy Group, Inc. 0.0%
Value ($000) $16 Shares 186 Est. Cost $75.08 Unrealized +7.7%
IT Gartner, Inc. 0.0%
Value ($000) $15 Shares 48 Est. Cost $289.93 Unrealized 0.0%
General Electric 0.0%
Value ($000) $15 Shares 150 Est. Cost $15.24 Unrealized
V W.P. Carey, Inc. 0.0%
Value ($000) $15 Shares 203 Est. Cost $93.29 Unrealized +143.3%
Nuveen Quality Municipal Income Fund 0.0%
Value ($000) $15 Shares 955 Est. Cost $14.81 Unrealized
IBB iShares Nasdaq Biotechnology ETF 0.0%
Value ($000) $15 Shares 90 Est. Cost $158.21 Unrealized
Desktop Metal, Inc. 0.0%
Value ($000) $15 Shares 2,100 Est. Cost $11.69 Unrealized
BGS B&G Foods, Inc. 0.0%
Value ($000) $15 Shares 500 Est. Cost $17.68 Unrealized +11.3%
SOXX iShares PHLX Semiconductor ETF 0.0%
Value ($000) $15 Shares 33 Est. Cost $454.55 Unrealized
TER Teradyne, Inc. 0.0%
Value ($000) $15 Shares 140 Est. Cost $125.54 Unrealized -5.0%
Jacobs Engineering Group, Inc. 0.0%
Value ($000) $15 Shares 110 Est. Cost $136.36 Unrealized
Magenta Therapeutics, Inc. 0.0%
Value ($000) $15 Shares 2,000 Est. Cost $10.00 Unrealized
LDOS Leidos Holdings, Inc. 0.0%
Value ($000) $14 Shares 148 Est. Cost $96.48 Unrealized -3.0%
OLN Olin Corp. 0.0%
Value ($000) $14 Shares 290 Est. Cost $41.12 Unrealized +4.0%
Vimeo, Inc. 0.0%
Value ($000) $14 Shares 489 Est. Cost $31.60 Unrealized
Atlassian Corporation Plc 0.0%
Value ($000) $14 Shares 35 Est. Cost $400.00 Unrealized
MDXG MiMedx Group, Inc. 0.0%
Value ($000) $13 Shares 2,200 Est. Cost $8.98 Unrealized +25.4%
RCL Royal Carribean Cruises Ltd. 0.0%
Value ($000) $13 Shares 150 Est. Cost $89.00 Unrealized -10.7%
XLRE Real Estate Select Sector SPDR ETF 0.0%
Value ($000) $13 Shares 294 Est. Cost $37.41 Unrealized
GOLF Acushnet Holdings Corp. 0.0%
Value ($000) $13 Shares 275 Est. Cost $41.74 Unrealized +21.8%
NVS Novartis AG 0.0%
Value ($000) $13 Shares 163 Est. Cost $83.55 Unrealized
FuelCell Energy, Inc. 0.0%
Value ($000) $13 Shares 2,000 Est. Cost $9.85 Unrealized
WFC Wells Fargo & Company 0.0%
Value ($000) $13 Shares 290 Est. Cost $39.92 Unrealized +4.2%
COF Capital One Financial Corp. 0.0%
Value ($000) $12 Shares 75 Est. Cost $110.86 Unrealized +36.0%
Bitfarms, Ltd. 0.0%
Value ($000) $12 Shares 2,750 Est. Cost $4.36 Unrealized
XAR SPDR S&P Aerospace & Defense ETF 0.0%
Value ($000) $12 Shares 100 Est. Cost $100.00 Unrealized
IFF International Flavors & Fragrances, Inc. 0.0%
Value ($000) $12 Shares 92 Est. Cost $126.29 Unrealized +2.9%
VPG Vishay Precision Group, Inc. 0.0%
Value ($000) $12 Shares 355 Est. Cost $22.48 Unrealized +61.4%
SailPoint Technologies Holdings, Inc. 0.0%
Value ($000) $12 Shares 275 Est. Cost $43.64 Unrealized
MSCI MSCI, Inc. 0.0%
Value ($000) $12 Shares 20 Est. Cost $583.04 Unrealized 0.0%
CWCO Consolidated Water Co., Ltd. 0.0%
Value ($000) $11 Shares 998 Est. Cost $11.04 Unrealized 0.0%
CPNG Coupang, Inc. 0.0%
Value ($000) $11 Shares 400 Est. Cost $40.95 Unrealized -15.6%
MNST Monster Beverage Corp. 0.0%
Value ($000) $11 Shares 122 Est. Cost $44.80 Unrealized +5.5%
SNSR Global X Internet of Things ETF 0.0%
Value ($000) $11 Shares 300 Est. Cost $33.33 Unrealized
FIS Fidelity Nat'l Information Services, Inc. 0.0%
Value ($000) $11 Shares 90 Est. Cost $133.35 Unrealized -9.4%
CHRW C.H. Robinson Worldwide, Inc. 0.0%
Value ($000) $11 Shares 125 Est. Cost $78.65 Unrealized +3.4%
LYFT Lyft, Inc. 0.0%
Value ($000) $11 Shares 210 Est. Cost $37.00 Unrealized +43.3%
Acasti Pharma, Inc. 0.0%
Value ($000) $10 Shares 5,000 Est. Cost $1.14 Unrealized
HRB H&R Block, Inc. 0.0%
Value ($000) $10 Shares 400 Est. Cost $18.78 Unrealized +15.3%
TEVA Teva Pharmaceutical Industries Ltd. 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $36.21 Unrealized
Nektar Therapeutics 0.0%
Value ($000) $10 Shares 550 Est. Cost $26.44 Unrealized
EXPD Expeditors International of Washington 0.0%
Value ($000) $10 Shares 80 Est. Cost $90.91 Unrealized +30.6%
SPYG SPDR S&P 500 Growth ETF 0.0%
Value ($000) $10 Shares 150 Est. Cost $43.03 Unrealized
SWK Stanley Black & Decker, Inc. 0.0%
Value ($000) $10 Shares 55 Est. Cost $166.72 Unrealized 0.0%
GlaxoSmithKline plc 0.0%
Value ($000) $10 Shares 250 Est. Cost $37.87 Unrealized
OSK Oshkosh Corp. 0.0%
Value ($000) $9 Shares 85 Est. Cost $95.42 Unrealized +11.5%
SPB Spectrum Brands Holdings, Inc. 0.0%
Value ($000) $9 Shares 94 Est. Cost $56.67 Unrealized +50.0%
Nuveen Municipal Credit Income Fund 0.0%
Value ($000) $9 Shares 516 Est. Cost $15.50 Unrealized
CWI SPDR MSCI ACWI ex-US ETF 0.0%
Value ($000) $9 Shares 296 Est. Cost $30.41 Unrealized
BLNK Blink Charging Co. 0.0%
Value ($000) $9 Shares 300 Est. Cost $3.09 Unrealized +948.1%
GTM ZoomInfo Technologies, Inc. 0.0%
Value ($000) $9 Shares 150 Est. Cost $59.81 Unrealized 0.0%
MLM Martin Marietta Materials 0.0%
Value ($000) $9 Shares 25 Est. Cost $309.80 Unrealized +14.2%
Royal Dutch Shell plc A 0.0%
Value ($000) $9 Shares 200 Est. Cost $54.73 Unrealized
CRON Cronos Group, Inc. 0.0%
Value ($000) $8 Shares 1,500 Est. Cost $6.79 Unrealized 0.0%
CCC CCC Intelligent Solutions, Inc. 0.0%
Value ($000) $8 Shares 717 Est. Cost $10.34 Unrealized 0.0%
Walgreens Boots Alliance, Inc. 0.0%
Value ($000) $8 Shares 160 Est. Cost $81.25 Unrealized
OTIS Otis Worldwide Corp. 0.0%
Value ($000) $8 Shares 100 Est. Cost $47.48 Unrealized +73.1%
FDX FedEx Corp. 0.0%
Value ($000) $8 Shares 35 Est. Cost $247.97 Unrealized 0.0%
LITE Lumentum Holdings, Inc. 0.0%
Value ($000) $8 Shares 100 Est. Cost $86.24 Unrealized -2.8%
MPC Marathon Petroleum Corp. 0.0%
Value ($000) $8 Shares 133 Est. Cost $46.75 Unrealized +10.8%
Marvell Technology, Inc. 0.0%
Value ($000) $7 Shares 115 Est. Cost $39.95 Unrealized
ALC Alcon, Inc. 0.0%
Value ($000) $7 Shares 89 Est. Cost $68.02 Unrealized +11.7%
Apple, Inc. - $140 - Exp. 12/17/21 0.0%
Value ($000) $7 Shares 10 Est. Cost $700.00 Unrealized
EA Electronic Arts, Inc. 0.0%
Value ($000) $7 Shares 50 Est. Cost $108.60 Unrealized +26.2%
American Air. - $22 - Exp. 1/20/23 0.0%
Value ($000) $7 Shares 20 Est. Cost $700.00 Unrealized
Ayro, Inc. 0.0%
Value ($000) $7 Shares 2,000 Est. Cost $5.50 Unrealized
The Bank of New York Mellon 0.0%
Value ($000) $7 Shares 133 Est. Cost $52.63 Unrealized
PH Parker-Hannifin Corp. 0.0%
Value ($000) $7 Shares 25 Est. Cost $274.54 Unrealized +2.2%
VMware, Inc. 0.0%
Value ($000) $7 Shares 50 Est. Cost $160.00 Unrealized
FTNT Fortinet, Inc. 0.0%
Value ($000) $7 Shares 25 Est. Cost $25.83 Unrealized +124.2%
XLI Industrial Select Sector SPDR ETF 0.0%
Value ($000) $7 Shares 68 Est. Cost $102.94 Unrealized
PTON Peloton Interactive, Inc. 0.0%
Value ($000) $7 Shares 80 Est. Cost $110.54 Unrealized 0.0%
CERS Cerus Corp. 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $5.81 Unrealized +0.3%
Nuveen Municipal Value Fund, Inc. 0.0%
Value ($000) $6 Shares 500 Est. Cost $10.00 Unrealized
SPYM SPDR Portfolio S&P 500 ETF 0.0%
Value ($000) $6 Shares 121 Est. Cost $50.00 Unrealized
TSN Tyson Foods, Inc. 0.0%
Value ($000) $6 Shares 75 Est. Cost $59.51 Unrealized +10.6%
DAC Danaos Corp. 0.0%
Value ($000) $6 Shares 75 Est. Cost $31.60 Unrealized +105.0%
URA Global X Uranium ETF 0.0%
Value ($000) $6 Shares 250 Est. Cost $20.00 Unrealized
Nabriva Therapeutics plc 0.0%
Value ($000) $6 Shares 5,000 Est. Cost $1.32 Unrealized
DASAN Zhone Solutions, Inc. 0.0%
Value ($000) $6 Shares 500 Est. Cost $6.00 Unrealized
FDS FactSet Research Systems, Inc. 0.0%
Value ($000) $6 Shares 15 Est. Cost $302.09 Unrealized +15.4%
Hewlett-Packard Company 0.0%
Value ($000) $5 Shares 175 Est. Cost $20.00 Unrealized
UAA Under Armour, Inc. Class A 0.0%
Value ($000) $5 Shares 250 Est. Cost $23.99 Unrealized -7.9%
BLOK Amplify Transformational Data Sharing ETF 0.0%
Value ($000) $5 Shares 101 Est. Cost $49.50 Unrealized
YUMC Yum China Holdings, Inc. 0.0%
Value ($000) $5 Shares 94 Est. Cost $60.57 Unrealized +1.5%
KHC Kraft Heinz Company 0.0%
Value ($000) $5 Shares 133 Est. Cost $58.70 Unrealized -48.0%
XLE Energy Select Sector SPDR ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $51.15 Unrealized
Pioneer Natural Resources Co. 0.0%
Value ($000) $5 Shares 30 Est. Cost $166.67 Unrealized
WDAY Workday, Inc. 0.0%
Value ($000) $5 Shares 20 Est. Cost $247.04 Unrealized +0.2%
Power & Digital Infrast. Acquisition Corp. 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.00 Unrealized
JD JD.com, Inc. 0.0%
Value ($000) $5 Shares 70 Est. Cost $71.43 Unrealized
EWBC East West Bancorp, Inc. 0.0%
Value ($000) $5 Shares 70 Est. Cost $59.89 Unrealized +8.0%
NVO Novo Nordisk A/S 0.0%
Value ($000) $5 Shares 50 Est. Cost $60.00 Unrealized
Chubb Corporation 0.0%
Value ($000) $5 Shares 30 Est. Cost $166.67 Unrealized
Cerner Crop. 0.0%
Value ($000) $5 Shares 65 Est. Cost $76.92 Unrealized
XTN SPDR S&P Transportation ETF 0.0%
Value ($000) $5 Shares 62 Est. Cost $80.65 Unrealized
Bitwise 10 Crypto Index Fund 0.0%
Value ($000) $5 Shares 110 Est. Cost $36.36 Unrealized
NYMXF Nymox Pharmaceutical Corp. 0.0%
Value ($000) $5 Shares 2,500 Est. Cost $3.47 Unrealized -48.9%
XLB Basic Materials SPDR ETF 0.0%
Value ($000) $4 Shares 47 Est. Cost $85.11 Unrealized
PLTR Palantir Technologies, Inc. 0.0%
Value ($000) $4 Shares 155 Est. Cost $27.43 Unrealized -11.1%
BTI British American Tobacco plc 0.0%
Value ($000) $4 Shares 105 Est. Cost $38.10 Unrealized
INVZ Innoviz Technologies, Ltd. 0.0%
Value ($000) $4 Shares 700 Est. Cost $10.36 Unrealized -23.9%
Canopy Growth Corp. 0.0%
Value ($000) $4 Shares 322 Est. Cost $32.63 Unrealized
CFG Citizens Financial Group, Inc. 0.0%
Value ($000) $4 Shares 75 Est. Cost $33.89 Unrealized +7.4%
CLSK CleanSpark, Inc. 0.0%
Value ($000) $4 Shares 350 Est. Cost $12.73 Unrealized +5.7%
NWN Northwest Natural Holding Co. 0.0%
Value ($000) $4 Shares 77 Est. Cost $47.65 Unrealized +7.3%
PETS PetMed Express, Inc. 0.0%
Value ($000) $4 Shares 150 Est. Cost $38.84 Unrealized -25.9%
PFFD Global X U.S. Preferred ETF 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.67 Unrealized
PRNT The 3D Printing ETF 0.0%
Value ($000) $4 Shares 125 Est. Cost $32.00 Unrealized
ARKQ Ark Autonomous Technology & Robotics ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $81.63 Unrealized
HLT Hilton Worldwide Holdings, Inc. 0.0%
Value ($000) $4 Shares 27 Est. Cost $124.85 Unrealized 0.0%
ETFMG Video Game Tech ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $40.00 Unrealized
GlobalX Cleantech ETF 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
HERO Global X Video Games & Esports ETF 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.67 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.0%
Value ($000) $4 Shares 27 Est. Cost $148.15 Unrealized
MU Micron Technology, Inc. 0.0%
Value ($000) $4 Shares 50 Est. Cost $82.41 Unrealized -11.1%
SNPE Xtrackers S&P 500 ESG ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
SMH Market Vectors Semiconductor ETF 0.0%
Value ($000) $4 Shares 15 Est. Cost $266.67 Unrealized
RF Regions Financial Corp. 0.0%
Value ($000) $4 Shares 201 Est. Cost $16.56 Unrealized 0.0%
WY Weyerhauser Company 0.0%
Value ($000) $4 Shares 100 Est. Cost $21.15 Unrealized +36.9%
PAWZ ProShares Pet Care ETF 0.0%
Value ($000) $3 Shares 40 Est. Cost $50.00 Unrealized
ANSYS, Inc. - $320 - Exp. 10/15/21 0.0%
Value ($000) $3 Shares 10 Est. Cost $1400.00 Unrealized
O Realty Income Corp. 0.0%
Value ($000) $3 Shares 51 Est. Cost $52.93 Unrealized +1.6%
NOBL ProShares S&P 500 Dividend Aristocrats ETF 0.0%
Value ($000) $3 Shares 34 Est. Cost $74.20 Unrealized
Velodyne Lidar, Inc. 0.0%
Value ($000) $3 Shares 450 Est. Cost $22.08 Unrealized
CALY Callaway Golf Co. 0.0%
Value ($000) $3 Shares 100 Est. Cost $24.13 Unrealized +26.1%
VTRS Viatris, Inc. 0.0%
Value ($000) $3 Shares 237 Est. Cost $13.33 Unrealized -12.1%
SIRIUS XM Radio, Inc. 0.0%
Value ($000) $3 Shares 430 Est. Cost $5.27 Unrealized
NOMD Nomad Foods, Ltd. 0.0%
Value ($000) $3 Shares 125 Est. Cost $25.86 Unrealized +4.9%
HIVE Blockchain Technologies, Ltd. 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.00 Unrealized
BATT Amplify Lithium & Battery Technology ETF 0.0%
Value ($000) $3 Shares 175 Est. Cost $17.14 Unrealized
SMG The Scotts Miracle-Gro Co. 0.0%
Value ($000) $3 Shares 22 Est. Cost $60.29 Unrealized +127.8%
VEU Vanguard FTSE All-World ex-U.S. ETF 0.0%
Value ($000) $3 Shares 48 Est. Cost $51.85 Unrealized
Amcor plc 0.0%
Value ($000) $3 Shares 250 Est. Cost $9.94 Unrealized 0.0%
Cohn Robbins Holdings Warrants Exp 8/28/25 0.0%
Value ($000) $2 Shares 2,350 Est. Cost $1.28 Unrealized
ANGL VanEck Vectors Fallen Angel H.Y. Bond ETF 0.0%
Value ($000) $2 Shares 66 Est. Cost $30.30 Unrealized
PAVE Global X U.S. Infrastructure Develop. ETF 0.0%
Value ($000) $2 Shares 79 Est. Cost $25.32 Unrealized
JETS U.S. Global Jets ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
Cohn Robbins Holdings Corp. 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
REMX VanEck Vect. Rare Earth/Strat. Metals ETF 0.0%
Value ($000) $2 Shares 19 Est. Cost $105.26 Unrealized
AAL American Airlines Group, Inc. 0.0%
Value ($000) $2 Shares 80 Est. Cost $15.87 Unrealized +27.7%
KSS Kohl's Corporation 0.0%
Value ($000) $2 Shares 35 Est. Cost $36.87 Unrealized +45.0%
Luminar Technologies, Inc. 0.0%
Value ($000) $2 Shares 140 Est. Cost $27.55 Unrealized
EPAM EPAM Systems, Inc. 0.0%
Value ($000) $2 Shares 3 Est. Cost $215.70 Unrealized +172.8%
INDA iShares MSCI India ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
VRTX Vertex Pharmaceuticals 0.0%
Value ($000) $2 Shares 12 Est. Cost $195.24 Unrealized 0.0%
CPB Campbell Soup Co. 0.0%
Value ($000) $2 Shares 59 Est. Cost $40.43 Unrealized -7.5%
LUV Southwest Airlines Co. 0.0%
Value ($000) $2 Shares 30 Est. Cost $45.99 Unrealized +2.2%
WAB Wabtec Corp. 0.0%
Value ($000) $1 Shares 16 Est. Cost $69.17 Unrealized +21.4%
Fisker, Inc. 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
VEEV Veeva Systems, Inc. 0.0%
Value ($000) $1 Shares 3 Est. Cost $278.54 Unrealized +13.9%
TNDM Tandem Diabetes Care, Inc. 0.0%
Value ($000) $1 Shares 7 Est. Cost $70.07 Unrealized +57.3%
PSEWF Paysafe, Ltd. Warrants 0.0%
Value ($000) $1 Shares 750 Est. Cost $4.00 Unrealized
Paysafe Ltd. 0.0%
Value ($000) $1 Shares 125 Est. Cost $16.00 Unrealized
TDC Teradata Corp. 0.0%
Value ($000) $1 Shares 9 Est. Cost $30.31 Unrealized +70.0%
BSX Boston Scientific Corp. 0.0%
Value ($000) $1 Shares 29 Est. Cost $44.24 Unrealized 0.0%
Match Group, Inc. 0.0%
Value ($000) $1 Shares 4 Est. Cost Unrealized
BIDU Baidu, Inc. 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
BUZZ VanEck Vectors Social Sentiment ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
TM Toyota Motor Corp. 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
HRZN Horizon Technology Finance Corp. 0.0%
Value ($000) $1 Shares 82 Est. Cost $9.20 Unrealized +4.8%
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
JAZZ Jazz Pharmaceuticals plc 0.0%
Value ($000) $1 Shares 4 Est. Cost $173.22 Unrealized -12.8%
JMIA Jumia Technologies AG 0.0%
Value ($000) $1 Shares 50 Est. Cost $39.74 Unrealized
RICK RCI Hospitality Holdings, Inc. 0.0%
Value ($000) $1 Shares 20 Est. Cost $53.89 Unrealized +21.3%
SLV iShares Silver Trust ETF 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
Eastman Kodak Co. 0.0%
Value ($000) $0 Shares 31 Est. Cost Unrealized
LEVI Levi Strauss & Co. 0.0%
Value ($000) $0 Shares 2 Est. Cost $18.99 Unrealized +25.6%
DURECT Corp. 0.0%
Value ($000) $0 Shares 192 Est. Cost Unrealized
RMNI Rimini Street, Inc. 0.0%
Value ($000) $0 Shares 30 Est. Cost $7.74 Unrealized +12.1%
AGNC AGNC Investment Corp. 0.0%
Value ($000) $0 Shares 24 Est. Cost Unrealized
YOLO AdvisorShares Pure Cannabis ETF 0.0%
Value ($000) $0 Shares 25 Est. Cost $40.00 Unrealized
PRCT PROCEPT BioRobotics Corp. 0.0%
Value ($000) $0 Shares 2 Est. Cost $38.38 Unrealized 0.0%
GAP The Gap, Inc. 0.0%
Value ($000) $0 Shares 20 Est. Cost $20.02 Unrealized +15.1%
CLF Cleveland-Cliffs, Inc. 0.0%
Value ($000) $0 Shares 10 Est. Cost $22.79 Unrealized 0.0%
CLOV Clover Health Investments Corp. 0.0%
Value ($000) $0 Shares 20 Est. Cost $9.82 Unrealized -12.9%
Aurora Cannabis, Inc. 0.0%
Value ($000) $0 Shares 8 Est. Cost $6.51 Unrealized
Tonix Pharmaceuticals Holdings Corp. 0.0%
Value ($000) $0 Shares 125 Est. Cost Unrealized
AppHarvest, Inc. 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
AZN AstraZeneca plc 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
AMC Entertainment Holdings, Inc. 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
UWMC UWM Holdings Corp. 0.0%
Value ($000) $0 Shares 20 Est. Cost $9.70 Unrealized -23.2%
MindMed, Inc. 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
ISRA VanEck Vectors Israel ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
Arrival, Ltd. 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
AVEO Pharmaceuticals, Inc. 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
PKE Park Aerospace Corp. 0.0%
Value ($000) $0 Shares 12 Est. Cost $14.69 Unrealized -0.2%
Waitr Holdings, Inc. 0.0%
Value ($000) $0 Shares 175 Est. Cost Unrealized
CMBM Cambium Networks Corp. 0.0%
Value ($000) $0 Shares 3 Est. Cost $39.54 Unrealized 0.0%
Flexion Therapeutics, Inc. 0.0%
Value ($000) $0 Shares 23 Est. Cost Unrealized
GME GameStop Corp. 0.0%
Value ($000) $0 Shares 2 Est. Cost $29.52 Unrealized +54.8%
NOK Nokia Corp. 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
GENNQ Genesis Healthcare, Inc. 0.0%
Value ($000) $0 Shares 300 Est. Cost $0.80 Unrealized -69.5%
Senseonics Holdings, Inc. 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
BiondVax Pharmaceuticals, Ltd. 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
TGT Target Corp. 0.0%
Value ($000) $0 Shares 1 Est. Cost $58.46 Unrealized +276.2%
Blackrock Science & Technology Trust II 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
Palisade Bio, Inc. 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized