Pinnacle Bancorp, Inc. Diversified Active

CIK: 0001703383 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 25, 2024

Total Value ($000): $305,475 (100.0% shares, 0.0% debt)

Holdings (796)

BRK/A Berkshire Hathaway Inc Del Cl A 24.0%
Value ($000) $73,254 Shares 135 Est. Cost $335558.12 Unrealized +59.1%
VOO Vanguard 500 Index Fund ETF 4.9%
Value ($000) $14,933 Shares 34,187 Est. Cost $403.54 Unrealized
BAC Bank of America Corporation Com 2.9%
Value ($000) $8,736 Shares 259,468 Est. Cost $29.77 Unrealized -7.2%
MSFT Microsoft Corp Com 2.8%
Value ($000) $8,471 Shares 22,527 Est. Cost $123.07 Unrealized +184.7%
AAPL Apple Computer Inc Com 2.2%
Value ($000) $6,838 Shares 35,516 Est. Cost $91.80 Unrealized +99.1%
IJH iShares Tr Midcap Index FD 2.0%
Value ($000) $6,181 Shares 22,301 Est. Cost $177.06 Unrealized
BRK/B Berkshire Hathaway Inc Del Cl B New 1.6%
Value ($000) $4,995 Shares 14,006 Est. Cost $192.00 Unrealized +82.8%
SPY SPDR Tr Unit Ser 1 1.6%
Value ($000) $4,979 Shares 10,475 Est. Cost $270.78 Unrealized
EFA iShares Tr MSCI Eafe Idx 1.4%
Value ($000) $4,274 Shares 56,721 Est. Cost $65.70 Unrealized
IVE iShares S&P 500 Barra Value 1.3%
Value ($000) $4,094 Shares 23,544 Est. Cost $106.08 Unrealized
V VISA Inc Class A Shares 1.2%
Value ($000) $3,734 Shares 14,342 Est. Cost $181.07 Unrealized +34.0%
AMZN Amazon Com Inc 1.2%
Value ($000) $3,729 Shares 24,544 Est. Cost $122.72 Unrealized +14.2%
IVV iShares Tr S&P 500 Index 1.2%
Value ($000) $3,710 Shares 7,768 Est. Cost $369.63 Unrealized
COST Costco Whsl Corp New Com 1.1%
Value ($000) $3,365 Shares 5,098 Est. Cost $341.95 Unrealized +67.7%
LLY Eli Lilly & Co Com 1.0%
Value ($000) $3,062 Shares 5,253 Est. Cost $127.62 Unrealized +350.6%
GOOGL Alphabet Inc Class A 1.0%
Value ($000) $2,958 Shares 21,174 Est. Cost $105.97 Unrealized +25.8%
BND Vanguard Total Bond Mkt 0.9%
Value ($000) $2,730 Shares 37,121 Est. Cost $74.40 Unrealized
JPM JP Morgan Chase & Co Com 0.9%
Value ($000) $2,726 Shares 16,026 Est. Cost $119.25 Unrealized +21.5%
VIG Vanguard Div Appreciation 0.9%
Value ($000) $2,709 Shares 15,897 Est. Cost $100.29 Unrealized
VWO Vanguard Emerging Mkts ETF 0.8%
Value ($000) $2,574 Shares 62,617 Est. Cost $37.21 Unrealized
PG Procter & Gamble Co 0.8%
Value ($000) $2,459 Shares 16,778 Est. Cost $80.63 Unrealized +74.4%
JNJ Johnson & Johnson Com 0.8%
Value ($000) $2,445 Shares 15,600 Est. Cost $97.68 Unrealized +47.0%
VTI Vanguard Ttl Stk Mkt ETF 0.7%
Value ($000) $2,237 Shares 9,431 Est. Cost $140.26 Unrealized
SUB Ishares Tr Short-term Natl Mun Bd Etffd 0.7%
Value ($000) $2,227 Shares 21,127 Est. Cost $105.44 Unrealized
ABBV Abbvie Inc Com 0.7%
Value ($000) $2,150 Shares 13,872 Est. Cost $55.43 Unrealized +144.8%
GOOG Alphabet Inc Class C 0.7%
Value ($000) $2,103 Shares 14,925 Est. Cost $110.89 Unrealized +21.5%
IJJ iShares 400/Barra Value 0.7%
Value ($000) $2,052 Shares 17,990 Est. Cost $119.25 Unrealized
META Facebook Inc Cl-A 0.7%
Value ($000) $2,027 Shares 5,726 Est. Cost $312.15 Unrealized +3.6%
IJR iShares Tr S&P Smallcap 600 Index Fund 0.6%
Value ($000) $1,948 Shares 17,992 Est. Cost $68.22 Unrealized
VUG Vanguard Index Fds Growth ETF 0.6%
Value ($000) $1,751 Shares 5,634 Est. Cost $171.76 Unrealized
MGV Vanguard Mega Cap 300 Value 0.6%
Value ($000) $1,725 Shares 15,771 Est. Cost $76.71 Unrealized
CVX Chevrontexaco Corp Com 0.6%
Value ($000) $1,685 Shares 11,296 Est. Cost $80.71 Unrealized +70.7%
MGK Vanguard Mega Cap 300 Grwth 0.6%
Value ($000) $1,683 Shares 6,486 Est. Cost $105.88 Unrealized
QQQ Invesco Qqq Trust Series 1 Invsc Srs Etf 0.5%
Value ($000) $1,550 Shares 3,785 Est. Cost $284.43 Unrealized
MCD McDonalds Corp Com 0.5%
Value ($000) $1,544 Shares 5,207 Est. Cost $110.34 Unrealized +134.4%
NOBL Proshares S&p 500 Dividend Aristocrats Etf Div Aristocrat 0.5%
Value ($000) $1,520 Shares 15,971 Est. Cost $61.15 Unrealized
AGG iShares US Aggregate Bd Fund ETF 0.5%
Value ($000) $1,478 Shares 14,894 Est. Cost $96.76 Unrealized
DVY iShares Dow Jones Sel Index 0.5%
Value ($000) $1,443 Shares 12,314 Est. Cost $86.49 Unrealized
VTEB Vanguard Tax-exempt Bond Index Fund Muni Bnd Tax Exempt Etf 0.5%
Value ($000) $1,390 Shares 27,236 Est. Cost $41.80 Unrealized
MUB iShares S&P Nat Muni Bond Fund 0.4%
Value ($000) $1,333 Shares 12,297 Est. Cost $13.63 Unrealized
VGSH Vanguard Short Term Treasury Etf 0.4%
Value ($000) $1,266 Shares 21,699 Est. Cost $42.06 Unrealized
PEP Pepsico Inc Com 0.4%
Value ($000) $1,226 Shares 7,216 Est. Cost $96.34 Unrealized +59.6%
IWM iShares Tr Russell 2000 X FD 0.4%
Value ($000) $1,191 Shares 5,935 Est. Cost $149.27 Unrealized
WFC Wells Fargo & Co New Com 0.4%
Value ($000) $1,188 Shares 24,140 Est. Cost $42.98 Unrealized -4.5%
DFAS DFA Tax-Mng US Sml Cap ETF 0.4%
Value ($000) $1,144 Shares 19,185 Est. Cost $46.01 Unrealized
VNQ Vanguard Sector Index Fds 0.4%
Value ($000) $1,122 Shares 12,703 Est. Cost $69.29 Unrealized
UNH Unitedhealth Group Inc Com 0.4%
Value ($000) $1,080 Shares 2,051 Est. Cost $244.09 Unrealized +109.5%
IEFA iShares Core MSCI Eafe ETF 0.4%
Value ($000) $1,070 Shares 15,211 Est. Cost $57.33 Unrealized
ACN Accenture PLC Ireland Shs Class A 0.3%
Value ($000) $1,066 Shares 3,038 Est. Cost $152.45 Unrealized +105.1%
SCHD Schwab Strategic Tr US Dividend Eq 0.3%
Value ($000) $1,022 Shares 13,426 Est. Cost $60.88 Unrealized
VCSH Vanguard Scottsdale Funds Short-Term Corp Bd 0.3%
Value ($000) $987 Shares 12,756 Est. Cost $62.81 Unrealized
DBEF Deutsche X-Trackers MSCI Eafe Hedged Equity ETF 0.3%
Value ($000) $959 Shares 25,922 Est. Cost $28.80 Unrealized
UNP Union Pac Corp Com 0.3%
Value ($000) $925 Shares 3,765 Est. Cost $182.21 Unrealized +14.8%
DFAT DFA Tax Managed US Targeted Value Fund ETF 0.3%
Value ($000) $920 Shares 17,579 Est. Cost $33.54 Unrealized
CSCO Cisco Sys Inc Com 0.3%
Value ($000) $907 Shares 17,960 Est. Cost $25.59 Unrealized +87.5%
HYS Pimco Trust 0-5 Yr Exchange 0.3%
Value ($000) $897 Shares 9,642 Est. Cost $96.28 Unrealized
INTC Intel Corp Com 0.3%
Value ($000) $882 Shares 17,549 Est. Cost $32.34 Unrealized +23.8%
KO Coca Cola Co Com 0.3%
Value ($000) $881 Shares 14,946 Est. Cost $40.16 Unrealized +32.6%
ADBE Adobe Systems Inc 0.3%
Value ($000) $860 Shares 1,442 Est. Cost $329.04 Unrealized +75.3%
VTV Vanguard Value ETF 0.3%
Value ($000) $857 Shares 5,736 Est. Cost $118.77 Unrealized
SCHP Schwab US Tips Etf 0.3%
Value ($000) $856 Shares 16,389 Est. Cost $42.18 Unrealized
VGIT Vanguard Intermediate Term Treas Index 0.3%
Value ($000) $822 Shares 13,851 Est. Cost $58.71 Unrealized
VO Vanguard Index Fds Mid Cap ETF 0.3%
Value ($000) $789 Shares 3,391 Est. Cost $191.58 Unrealized
LOW Lowes Cos Inc Com 0.3%
Value ($000) $787 Shares 3,538 Est. Cost $72.95 Unrealized +166.9%
PFE Pfizer Inc Com 0.3%
Value ($000) $772 Shares 26,798 Est. Cost $25.48 Unrealized +3.6%
HON Honeywell Intl Inc Com 0.3%
Value ($000) $768 Shares 3,664 Est. Cost $130.63 Unrealized +31.9%
Blackrock Inc Cl A 0.2%
Value ($000) $758 Shares 934 Est. Cost $500.03 Unrealized
DGRO Ishares Core Dividend Growth Etf 0.2%
Value ($000) $748 Shares 13,906 Est. Cost $51.53 Unrealized
IVW iShares S&P 500/Barra Grwth 0.2%
Value ($000) $714 Shares 9,506 Est. Cost $84.79 Unrealized
ADP Automatic Data Processing Incom 0.2%
Value ($000) $707 Shares 3,035 Est. Cost $84.40 Unrealized +163.1%
VOE Vanguard Mid-cap Value Index Fund Mid Cap Etf 0.2%
Value ($000) $691 Shares 4,768 Est. Cost $135.30 Unrealized
VZ Verizon Communications Com 0.2%
Value ($000) $687 Shares 18,210 Est. Cost $34.20 Unrealized -9.4%
MRK Merck & Co Inc New Com 0.2%
Value ($000) $671 Shares 6,158 Est. Cost $65.49 Unrealized +47.8%
TRV Travelers Cos (St Paul Cos) 0.2%
Value ($000) $671 Shares 3,520 Est. Cost $99.32 Unrealized +67.8%
EMR Emerson Elec Co Com 0.2%
Value ($000) $666 Shares 6,839 Est. Cost $51.15 Unrealized +72.2%
ABT Abbott Labs Com 0.2%
Value ($000) $660 Shares 5,992 Est. Cost $39.24 Unrealized +144.9%
ZTS Zoetis Inc Cl A 0.2%
Value ($000) $653 Shares 3,310 Est. Cost $113.38 Unrealized +52.5%
HD Home Depot Inc Com 0.2%
Value ($000) $642 Shares 1,853 Est. Cost $151.51 Unrealized +93.9%
GLD SPDR Gold Trust Gold Shs 0.2%
Value ($000) $642 Shares 3,359 Est. Cost $166.65 Unrealized
XOM Exxon Mobil Corp Com 0.2%
Value ($000) $640 Shares 6,398 Est. Cost $63.35 Unrealized +54.1%
TXN Texas Instruments Inc 0.2%
Value ($000) $626 Shares 3,670 Est. Cost $119.41 Unrealized +21.8%
USB US Bancorp Inc 0.2%
Value ($000) $623 Shares 14,404 Est. Cost $44.77 Unrealized -26.1%
IWR iShares Trust Russell Midcap 0.2%
Value ($000) $621 Shares 7,995 Est. Cost $63.77 Unrealized
FYT First Trust Small Cap Value Alphadex Fund Tr Valu Etf 0.2%
Value ($000) $621 Shares 11,413 Est. Cost $41.40 Unrealized
CDNS Cadence Design System Inc 0.2%
Value ($000) $592 Shares 2,174 Est. Cost $158.68 Unrealized +62.4%
VTC Vanguard Total Corporate Bond Etf 0.2%
Value ($000) $588 Shares 7,585 Est. Cost $82.60 Unrealized
SLYV SPDR DJ Wilshire Sm Cap 0.2%
Value ($000) $559 Shares 6,713 Est. Cost $54.68 Unrealized
EEM iShares-Trks MSCI Mkt X 0.2%
Value ($000) $548 Shares 13,634 Est. Cost $38.67 Unrealized
JPST JPMORGAN Ultra-short Income Etf Ultra Short 0.2%
Value ($000) $542 Shares 10,800 Est. Cost $47.87 Unrealized
GD General Dynamics Corp Com 0.2%
Value ($000) $540 Shares 2,080 Est. Cost $166.15 Unrealized +41.0%
SPSB SPDR Barclarys Short-Term Corporate Bond FD 0.2%
Value ($000) $539 Shares 18,114 Est. Cost $28.82 Unrealized
LIN Linde Plc CORP COMMON 0.2%
Value ($000) $536 Shares 1,306 Est. Cost $369.03 Unrealized +4.0%
WMT Wal Mart Stores Inc Com 0.2%
Value ($000) $528 Shares 3,350 Est. Cost $29.91 Unrealized +72.7%
PAYX Paychex Inc Com 0.2%
Value ($000) $527 Shares 4,423 Est. Cost $49.66 Unrealized +123.7%
SBUX Starbucks Corp Com 0.2%
Value ($000) $513 Shares 5,343 Est. Cost $66.85 Unrealized +37.9%
IWS iShares Tr Russell McP Vl 0.2%
Value ($000) $513 Shares 4,411 Est. Cost $91.89 Unrealized
VOT Vanguard Mid-Cap Growth ETF 0.2%
Value ($000) $511 Shares 2,325 Est. Cost $175.03 Unrealized
MS Morgan Stanley 0.2%
Value ($000) $508 Shares 5,448 Est. Cost $76.94 Unrealized -2.8%
VEA Vanguard FTSE Delevolped Markets 0.2%
Value ($000) $507 Shares 10,594 Est. Cost $35.36 Unrealized
AFL AFLAC Inc Com 0.2%
Value ($000) $500 Shares 6,062 Est. Cost $36.83 Unrealized +109.1%
STIP IShares TR 0-5 YR Tips ETF 0.2%
Value ($000) $499 Shares 5,062 Est. Cost $99.45 Unrealized
DIS Disney Walt Co Com Disney 0.2%
Value ($000) $497 Shares 5,501 Est. Cost $113.60 Unrealized -24.1%
QCOM Qualcomm Inc Com 0.2%
Value ($000) $488 Shares 3,371 Est. Cost $62.15 Unrealized +90.4%
CRM Salesforce Com Inc 0.2%
Value ($000) $478 Shares 1,817 Est. Cost $95.75 Unrealized +133.5%
Ishares Ibonds Dec 2025 Term Corporate Etf Ishr Ibnd Trm 0.1%
Value ($000) $454 Shares 18,319 Est. Cost $24.52 Unrealized
RPV Invesco S&p 500 Pure Value Etf Invsc S P 0.1%
Value ($000) $446 Shares 5,433 Est. Cost $6.27 Unrealized
ED Consolidated Edison Inc Com 0.1%
Value ($000) $429 Shares 4,717 Est. Cost $57.14 Unrealized +45.3%
VB Vanguard Small Cap 0.1%
Value ($000) $425 Shares 1,994 Est. Cost $170.59 Unrealized
Ishares Ibonds Dec 2024 Term Corporate Etf Trm 0.1%
Value ($000) $413 Shares 16,593 Est. Cost $24.79 Unrealized
XLK Select Sector SPDR Tr Sbi Int-Tech 0.1%
Value ($000) $400 Shares 2,076 Est. Cost $68.43 Unrealized
XLE Ishare Sector SPDR Energy 0.1%
Value ($000) $396 Shares 4,721 Est. Cost $36.58 Unrealized
EFAV Ishares Tr Msci Eafe Minimum Volatilityetf 0.1%
Value ($000) $393 Shares 5,665 Est. Cost $70.89 Unrealized
MMM 3M Co 0.1%
Value ($000) $392 Shares 3,589 Est. Cost $117.93 Unrealized -35.9%
MBB iShares Tr MBS ETF 0.1%
Value ($000) $392 Shares 4,168 Est. Cost $94.08 Unrealized
EFV iShares Tr MSCI Eafe Value Index FD 0.1%
Value ($000) $388 Shares 7,443 Est. Cost $47.70 Unrealized
AMAT Applied Matls Inc Com 0.1%
Value ($000) $386 Shares 2,381 Est. Cost $76.06 Unrealized +89.5%
TMO Thermo Electron Corp Com 0.1%
Value ($000) $379 Shares 714 Est. Cost $323.62 Unrealized +48.6%
NVS Novartis A G Sponsored ADR 0.1%
Value ($000) $368 Shares 3,641 Est. Cost $73.65 Unrealized
VBR Vanguard Sm Cap 0.1%
Value ($000) $367 Shares 2,037 Est. Cost $136.12 Unrealized
CMI Cummins Inc Com 0.1%
Value ($000) $360 Shares 1,504 Est. Cost $167.73 Unrealized +29.3%
PM Philip Morris Intl Inc Com 0.1%
Value ($000) $359 Shares 3,820 Est. Cost $65.21 Unrealized +28.4%
BSV Vanguard Short Term Bond 0.1%
Value ($000) $359 Shares 4,665 Est. Cost $62.55 Unrealized
IWF iShares Tr Russell1000grw 0.1%
Value ($000) $358 Shares 1,181 Est. Cost $152.82 Unrealized
NKE Nike Inc Cl B 0.1%
Value ($000) $356 Shares 3,280 Est. Cost $49.27 Unrealized +109.1%
IUSB Ishares Core Total Usd Bond Market Etf 0.1%
Value ($000) $352 Shares 7,648 Est. Cost $50.72 Unrealized
ICE Intercontinental Exchange Incom 0.1%
Value ($000) $352 Shares 2,742 Est. Cost $110.26 Unrealized +0.2%
SCHB Schwab US Broad Market Etf 0.1%
Value ($000) $348 Shares 6,260 Est. Cost $63.42 Unrealized
FIXD First Tr Exchange 0.1%
Value ($000) $348 Shares 7,800 Est. Cost $43.45 Unrealized
IBM International Business MacHscom 0.1%
Value ($000) $347 Shares 2,119 Est. Cost $113.70 Unrealized +24.4%
SCHH Schwab U.S. REIT ETF 0.1%
Value ($000) $346 Shares 16,708 Est. Cost $10.73 Unrealized
SDOG Alps Sector Div. Dogs 0.1%
Value ($000) $343 Shares 6,700 Est. Cost $42.28 Unrealized
IBDR iShares iBonds Dec 2026 Term Corporate 0.1%
Value ($000) $340 Shares 14,220 Est. Cost $23.58 Unrealized
XMLV Invesco S&p Midcap Low Volatility Etf Invsc S P 0.1%
Value ($000) $337 Shares 6,330 Est. Cost $46.24 Unrealized
MPC Marathon Pete Corp Com 0.1%
Value ($000) $337 Shares 2,269 Est. Cost $39.19 Unrealized +262.3%
VT Vanguard Total World Stk 0.1%
Value ($000) $337 Shares 3,271 Est. Cost $68.36 Unrealized
IWD iShares Tr Russell1000val 0.1%
Value ($000) $332 Shares 2,007 Est. Cost $132.51 Unrealized
NOW Servicenow Inc Common 0.1%
Value ($000) $325 Shares 460 Est. Cost $66.03 Unrealized +90.9%
VBK Vanguard Sm Cap Grwth ETF 0.1%
Value ($000) $324 Shares 1,341 Est. Cost $180.49 Unrealized
EEMV Ishares Msci Emerging Markets Min Vol Factor Etf Ishs Emerg Mrkt Fct 0.1%
Value ($000) $322 Shares 5,800 Est. Cost $57.29 Unrealized
PSX Phillips 66 Com 0.1%
Value ($000) $318 Shares 2,385 Est. Cost $63.40 Unrealized +75.1%
MA Mastercard Inc Cl A 0.1%
Value ($000) $316 Shares 741 Est. Cost $137.13 Unrealized +189.6%
CCEP Coca-Cola European Partners PLC, London Shs 0.1%
Value ($000) $314 Shares 4,707 Est. Cost $29.82 Unrealized +92.3%
ITW Illinois Tool Wks Inc Com 0.1%
Value ($000) $314 Shares 1,197 Est. Cost $105.01 Unrealized +116.5%
J Jacobs Solutions INC CORP COMMON 0.1%
Value ($000) $312 Shares 2,402 Est. Cost $97.28 Unrealized +9.9%
WM Waste Mgmt Inc Del Com 0.1%
Value ($000) $310 Shares 1,732 Est. Cost $70.07 Unrealized +131.8%
EOG EOG RES Inc Com 0.1%
Value ($000) $307 Shares 2,542 Est. Cost $76.91 Unrealized +50.3%
VTIP Vanguard Sh-Term Inf 0.1%
Value ($000) $305 Shares 6,424 Est. Cost $50.80 Unrealized
SCHM Schwab US Mid Cap Etf Charles Mc 0.1%
Value ($000) $305 Shares 4,047 Est. Cost $75.32 Unrealized
SO Southern Co Com 0.1%
Value ($000) $303 Shares 4,321 Est. Cost $39.25 Unrealized +62.4%
DE Deere & Co Com 0.1%
Value ($000) $303 Shares 757 Est. Cost $332.86 Unrealized +9.7%
ESGV Vanguard Esg US Stock Etf 0.1%
Value ($000) $302 Shares 3,548 Est. Cost $64.23 Unrealized
SCHX Schwab US Large Cap 0.1%
Value ($000) $300 Shares 5,324 Est. Cost $56.40 Unrealized
VMI Valmont Inds Inc Com 0.1%
Value ($000) $296 Shares 1,267 Est. Cost $284.60 Unrealized -22.8%
CMCSA Comcast 0.1%
Value ($000) $286 Shares 6,514 Est. Cost $33.74 Unrealized +18.8%
RTX Raytheon Technologies Corp COMMON 0.1%
Value ($000) $285 Shares 3,390 Est. Cost $75.77 Unrealized -0.2%
CVS CVS Corp Com 0.1%
Value ($000) $285 Shares 3,605 Est. Cost $67.47 Unrealized -3.1%
MDT Medtronic, Inc. 0.1%
Value ($000) $280 Shares 3,399 Est. Cost $75.47 Unrealized -5.3%
FYC First Trust Small Cap Growth Alphadex 0.1%
Value ($000) $279 Shares 4,439 Est. Cost $55.37 Unrealized
VXUS Vanguard Total International Stock Index Fund Stk Etf 0.1%
Value ($000) $272 Shares 4,685 Est. Cost $36.50 Unrealized
MO Altria Group Inc Com 0.1%
Value ($000) $269 Shares 6,659 Est. Cost $34.81 Unrealized -0.0%
SLV I Shares Silver Trust 0.1%
Value ($000) $265 Shares 12,185 Est. Cost $17.59 Unrealized
NEE Nextera Energy Inc (FPL) 0.1%
Value ($000) $265 Shares 4,360 Est. Cost $63.12 Unrealized -15.3%
MDY Std&Poor Midcap 0.1%
Value ($000) $264 Shares 520 Est. Cost $317.86 Unrealized
TGT Target Corp 0.1%
Value ($000) $253 Shares 1,778 Est. Cost $112.67 Unrealized +0.3%
ENB Enbridge Inc Com 0.1%
Value ($000) $248 Shares 6,872 Est. Cost $23.07 Unrealized +27.5%
BDX Becton Dickinson & Co Com 0.1%
Value ($000) $245 Shares 1,004 Est. Cost $208.17 Unrealized +13.6%
Laboratory Corp of Amer Hldg 0.1%
Value ($000) $243 Shares 1,070 Est. Cost $145.06 Unrealized
TIP iShares Tr US Treas Inflatio 0.1%
Value ($000) $241 Shares 2,238 Est. Cost $105.48 Unrealized
VEU Vanguard International Equity Ftse 0.1%
Value ($000) $238 Shares 4,234 Est. Cost $49.45 Unrealized
O Realty Income Corp 0.1%
Value ($000) $237 Shares 4,120 Est. Cost $52.36 Unrealized -11.2%
FISV Fiserv INC CORP COMMON 0.1%
Value ($000) $233 Shares 1,752 Est. Cost $100.63 Unrealized +21.9%
SPYV Spdr Portfolio S&p 500 Value Etf 0.1%
Value ($000) $230 Shares 4,930 Est. Cost $39.72 Unrealized
IBDS iShares iBonds Dec 2027 Term Corporate 0.1%
Value ($000) $227 Shares 9,470 Est. Cost $23.56 Unrealized
SPGI S&p Global INC CORP COMMON 0.1%
Value ($000) $226 Shares 514 Est. Cost $338.34 Unrealized +14.7%
INTU Intuit Com 0.1%
Value ($000) $226 Shares 362 Est. Cost $233.61 Unrealized +133.2%
FVD First Tr Value Line Divid 0.1%
Value ($000) $224 Shares 5,522 Est. Cost $34.23 Unrealized
T AT&T Inc Com 0.1%
Value ($000) $224 Shares 13,337 Est. Cost $16.23 Unrealized -12.4%
VMBS Vanguard Mtg-Backed 0.1%
Value ($000) $219 Shares 4,729 Est. Cost $45.39 Unrealized
ORCL Oracle Corp Com 0.1%
Value ($000) $215 Shares 2,043 Est. Cost $47.37 Unrealized +125.3%
GM General Mtrs Co Com 0.1%
Value ($000) $214 Shares 5,947 Est. Cost $38.52 Unrealized -21.5%
DFIV DFA Tax Managed International Value ETF 0.1%
Value ($000) $213 Shares 6,208 Est. Cost $13.94 Unrealized
AVGO Broadcom Inc 0.1%
Value ($000) $210 Shares 188 Est. Cost $46.56 Unrealized +98.1%
EPD Enterprise Prods Partners L Com 0.1%
Value ($000) $209 Shares 7,940 Est. Cost $24.76 Unrealized
UPS United Parcel Service Inc 0.1%
Value ($000) $209 Shares 1,330 Est. Cost $86.99 Unrealized +54.3%
MAS Masco Corp Common 0.1%
Value ($000) $207 Shares 3,096 Est. Cost $48.25 Unrealized +16.1%
DUK Duke Energy Corp New Com New 0.1%
Value ($000) $206 Shares 2,123 Est. Cost $67.07 Unrealized +25.0%
RSP Invesco S&p 500 Eql Wght Etf Invsc S P Equal Weight 0.1%
Value ($000) $204 Shares 1,290 Est. Cost $112.95 Unrealized
SCHW Schwab Charles Corp New Com 0.1%
Value ($000) $202 Shares 2,941 Est. Cost $40.97 Unrealized +37.0%
MAR Marriott Intl Inc New Cl A 0.1%
Value ($000) $199 Shares 884 Est. Cost $176.71 Unrealized +12.3%
IEMG iShares Core MSCI Emerging Markets ETF 0.1%
Value ($000) $199 Shares 3,935 Est. Cost $48.95 Unrealized
APH Amphenol Corp New Cl A 0.1%
Value ($000) $198 Shares 2,000 Est. Cost $21.96 Unrealized +97.6%
IGSB iShares Barclays 1-3 Yr Cr 0.1%
Value ($000) $197 Shares 3,849 Est. Cost $53.24 Unrealized
CAT Caterpillar Inc Del Com 0.1%
Value ($000) $197 Shares 665 Est. Cost $135.14 Unrealized +85.9%
BALL Ball Corp Com 0.1%
Value ($000) $196 Shares 3,400 Est. Cost $43.86 Unrealized +14.1%
ECL Ecolab Inc 0.1%
Value ($000) $195 Shares 985 Est. Cost $129.14 Unrealized +36.2%
OKE Oneok Inc New Com 0.1%
Value ($000) $191 Shares 2,718 Est. Cost $49.26 Unrealized +22.5%
ISRG Intuitive Surgical Inc 0.1%
Value ($000) $188 Shares 558 Est. Cost $252.69 Unrealized +18.0%
FEMS First Trust Emerging Markets Small Cap Aphadex ETF 0.1%
Value ($000) $188 Shares 4,880 Est. Cost $40.57 Unrealized
SYY Sysco Corp Com 0.1%
Value ($000) $187 Shares 2,560 Est. Cost $42.05 Unrealized +54.3%
VOOV Vanguard S & P 500 Value 0.1%
Value ($000) $187 Shares 1,113 Est. Cost $108.93 Unrealized
TD Toronto Dominion Bank 0.1%
Value ($000) $187 Shares 2,890 Est. Cost $53.29 Unrealized +12.5%
GNMA iShares Barclays Gnma Bond 0.1%
Value ($000) $186 Shares 4,197 Est. Cost $49.47 Unrealized
PYPL Paypal Hldgs Inc 0.1%
Value ($000) $184 Shares 2,997 Est. Cost $113.58 Unrealized -49.7%
VCIT Vanguard Intrmdiate-Term Bd 0.1%
Value ($000) $180 Shares 2,218 Est. Cost $83.00 Unrealized
SCHG Schwab US Large-cap Growth Etf Large Cap 0.1%
Value ($000) $179 Shares 2,159 Est. Cost $88.15 Unrealized
AEP American Elec Pwr Inc Com 0.1%
Value ($000) $176 Shares 2,161 Est. Cost $61.10 Unrealized +17.4%
GWW Grainger W W Inc Com 0.1%
Value ($000) $175 Shares 211 Est. Cost $255.65 Unrealized +195.8%
SPYM Spdr Series Trust Portfolio Large Cap Etf 0.1%
Value ($000) $174 Shares 3,109 Est. Cost $41.18 Unrealized
PLD Prologis INC Reit 0.1%
Value ($000) $173 Shares 1,299 Est. Cost $84.89 Unrealized +24.4%
AMT American Tower Corp Class A 0.1%
Value ($000) $172 Shares 796 Est. Cost $122.22 Unrealized +43.3%
VYM Vanguard High Div Yield 0.1%
Value ($000) $172 Shares 1,538 Est. Cost $85.75 Unrealized
COP Conocophillips Com 0.1%
Value ($000) $168 Shares 1,449 Est. Cost $39.48 Unrealized +177.9%
C Citigroup Inc Com New 0.1%
Value ($000) $164 Shares 3,193 Est. Cost $48.27 Unrealized -14.3%
TSM Taiwan Semiconductor Mfg Ltdsponsored ADR 0.1%
Value ($000) $158 Shares 1,515 Est. Cost $35.56 Unrealized
BIV Vanguard Intermediate 0.1%
Value ($000) $157 Shares 2,061 Est. Cost $57.74 Unrealized
MGC Vanguard Mega Cap 300 ETF 0.1%
Value ($000) $156 Shares 923 Est. Cost $84.51 Unrealized
PANW Palo Alto Networks Inc. 0.1%
Value ($000) $155 Shares 525 Est. Cost $86.60 Unrealized +54.4%
Nuveen Mun Value FD Inc Com 0.1%
Value ($000) $155 Shares 18,000 Est. Cost $8.94 Unrealized
TLT Ishares Lehman 20 Year Pls Treasury Bnd Etf 0.1%
Value ($000) $153 Shares 1,551 Est. Cost $91.58 Unrealized
VSGX Vanguard Esg International Stock Etf Internatnl 0.0%
Value ($000) $151 Shares 2,736 Est. Cost $43.82 Unrealized
SCHA Schwab US Small-cap Etf Small Cap 0.0%
Value ($000) $151 Shares 3,198 Est. Cost $51.63 Unrealized
IEF iShares Lehman 7-10 Yr Index 0.0%
Value ($000) $151 Shares 1,565 Est. Cost $99.60 Unrealized
BAX Baxter Intl Inc Com 0.0%
Value ($000) $151 Shares 3,897 Est. Cost $43.54 Unrealized -22.8%
SHEL Shell Plc ADR 0.0%
Value ($000) $150 Shares 2,279 Est. Cost $50.12 Unrealized
SDY SPDR Ser Tr S&P Divid ETF 0.0%
Value ($000) $147 Shares 1,180 Est. Cost $120.79 Unrealized
WSM Williams Sonoma Inc 0.0%
Value ($000) $145 Shares 720 Est. Cost $24.50 Unrealized +242.0%
Invesco Van Kampen Mun 0.0%
Value ($000) $144 Shares 15,000 Est. Cost $9.46 Unrealized
VGT Vanguard World Fds Inf Tech ETF 0.0%
Value ($000) $143 Shares 296 Est. Cost $128.19 Unrealized
BMY Bristol Myers Squibb Co Com 0.0%
Value ($000) $142 Shares 2,761 Est. Cost $52.50 Unrealized -10.4%
TSLA Tesla Inc 0.0%
Value ($000) $142 Shares 570 Est. Cost $215.88 Unrealized +10.1%
NOC Northrop Grumman Corp Com 0.0%
Value ($000) $141 Shares 302 Est. Cost $331.97 Unrealized +36.2%
ALL Allstate Corp Com 0.0%
Value ($000) $140 Shares 997 Est. Cost $92.65 Unrealized +34.6%
ETN Eaton Corp PLC Shs 0.0%
Value ($000) $138 Shares 574 Est. Cost $90.39 Unrealized +138.5%
VV Vanguard Large-cap Index Fund Large Cap Etf 0.0%
Value ($000) $138 Shares 632 Est. Cost $178.00 Unrealized
XLF Select Sector SPDR Tr Sbi Int-Finl 0.0%
Value ($000) $131 Shares 3,486 Est. Cost $30.57 Unrealized
GPC Genuine Parts Co Com 0.0%
Value ($000) $129 Shares 929 Est. Cost $86.66 Unrealized +48.3%
AMGN Amgen Inc Com 0.0%
Value ($000) $128 Shares 445 Est. Cost $156.61 Unrealized +62.9%
PSA Public Storage 0.0%
Value ($000) $128 Shares 420 Est. Cost $244.63 Unrealized -0.7%
ALB Albemarle Corp 0.0%
Value ($000) $126 Shares 873 Est. Cost $104.73 Unrealized +26.2%
TDG Transdigm Group Inc Common 0.0%
Value ($000) $125 Shares 124 Est. Cost $291.19 Unrealized +175.7%
XLB Materials Sel Sect SPDR 0.0%
Value ($000) $125 Shares 1,458 Est. Cost $60.49 Unrealized
GILD Gilead Sciences Stock 0.0%
Value ($000) $125 Shares 1,537 Est. Cost $65.27 Unrealized +10.6%
FTCS First Trust Capital Strength ETF 0.0%
Value ($000) $124 Shares 1,554 Est. Cost $65.30 Unrealized
LW Lamb Weston Hldgs Inc Common 0.0%
Value ($000) $124 Shares 1,150 Est. Cost $58.15 Unrealized +58.3%
FSMB First Trust Short Duration Managed Municipal Etf Durat Mang Mun 0.0%
Value ($000) $124 Shares 6,228 Est. Cost $19.64 Unrealized
GIS General Mls Inc Com 0.0%
Value ($000) $123 Shares 1,895 Est. Cost $43.21 Unrealized +37.8%
DFAC DFA T.A. US Core Equity Fund ETF 0.0%
Value ($000) $122 Shares 4,180 Est. Cost $22.22 Unrealized
KMB Kimberly Clark Corp Com 0.0%
Value ($000) $122 Shares 1,000 Est. Cost $104.79 Unrealized +6.1%
BA Boeing Co Com 0.0%
Value ($000) $121 Shares 463 Est. Cost $183.99 Unrealized +16.2%
IJK iShares Midcap 400/Barra 0.0%
Value ($000) $120 Shares 1,520 Est. Cost $101.94 Unrealized
AMLP Alerian MLP ETF 0.0%
Value ($000) $120 Shares 2,831 Est. Cost $36.88 Unrealized
CL Colgate Palmolive Co Com 0.0%
Value ($000) $120 Shares 1,506 Est. Cost $57.09 Unrealized +25.6%
ITOT Ishares Trust S & P 1500 Total US Stock Market Etf 0.0%
Value ($000) $119 Shares 1,127 Est. Cost $89.65 Unrealized
TPL Texas Pacific Land Corporation 0.0%
Value ($000) $118 Shares 75 Est. Cost $183.20 Unrealized +0.9%
VIGI Vanguard International Dividend Appreciation 0.0%
Value ($000) $115 Shares 1,448 Est. Cost $63.88 Unrealized
NVDA Nvidia Corp 0.0%
Value ($000) $114 Shares 231 Est. Cost $19.09 Unrealized +142.6%
DFUV Dimensional US Markets ETF 0.0%
Value ($000) $113 Shares 3,039 Est. Cost $11.54 Unrealized
HAS Hasbro Inc 0.0%
Value ($000) $113 Shares 2,206 Est. Cost $71.16 Unrealized -35.2%
TJX TJX Cos Inc New Com 0.0%
Value ($000) $112 Shares 1,189 Est. Cost $49.96 Unrealized +74.7%
VONG Vanguard Russell 1000 Growth Etf 0.0%
Value ($000) $110 Shares 1,412 Est. Cost $102.16 Unrealized
SCHE Schw Emg Mkt Eq ETF 0.0%
Value ($000) $110 Shares 4,428 Est. Cost $24.51 Unrealized
CTAS Cintas Corp COMMON 0.0%
Value ($000) $108 Shares 180 Est. Cost $76.41 Unrealized +72.4%
SAP Sap Aktiengesellschaft Sponsored ADR 0.0%
Value ($000) $108 Shares 699 Est. Cost $128.15 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.0%
Value ($000) $108 Shares 1,490 Est. Cost $41.62 Unrealized +54.5%
NVO Novo Nordisk A/S 0.0%
Value ($000) $108 Shares 1,042 Est. Cost $87.26 Unrealized
STT State Str Corp Com 0.0%
Value ($000) $107 Shares 1,377 Est. Cost $64.07 Unrealized +1.2%
SCHV Schwab US Large Cap Value ETF 0.0%
Value ($000) $104 Shares 1,490 Est. Cost $52.20 Unrealized
NXPI NXP Semiconductors NV 0.0%
Value ($000) $104 Shares 452 Est. Cost $98.39 Unrealized +96.8%
SCHF Schw Intl Eq ETF 0.0%
Value ($000) $104 Shares 2,801 Est. Cost $29.05 Unrealized
SHW Sherwin Williams CO Sherwin Williams CORP COMMON 0.0%
Value ($000) $103 Shares 329 Est. Cost $230.58 Unrealized +14.5%
ATO ATMOS Energy Corp Com 0.0%
Value ($000) $102 Shares 881 Est. Cost $69.91 Unrealized +51.6%
APD Air Prods & Chems Inc Com 0.0%
Value ($000) $101 Shares 369 Est. Cost $224.65 Unrealized +15.4%
XEL XCEL Energy Inc Com 0.0%
Value ($000) $100 Shares 1,617 Est. Cost $32.23 Unrealized +72.2%
VXF Vanguard Extended MKT ETF 0.0%
Value ($000) $100 Shares 606 Est. Cost $136.95 Unrealized
MCHP Microchip Technology Inc Com 0.0%
Value ($000) $99 Shares 1,094 Est. Cost $62.81 Unrealized +22.5%
CME CME Group Inc Class A 0.0%
Value ($000) $97 Shares 461 Est. Cost $135.27 Unrealized +43.9%
CB Chubb Limited 0.0%
Value ($000) $96 Shares 424 Est. Cost $116.11 Unrealized +84.1%
IBTG Ishares Ibonds Dec 2026 Term Treasury Etf 0.0%
Value ($000) $95 Shares 4,164 Est. Cost $22.56 Unrealized
IBTE Ishares Ibonds Dec 2024 Term Treasury Etf 0.0%
Value ($000) $95 Shares 3,978 Est. Cost $23.82 Unrealized
Ishares Ibonds Dec 2025 Term Treasury Etf 0.0%
Value ($000) $95 Shares 4,076 Est. Cost $23.11 Unrealized
D Dominion RES Inc VA New Com 0.0%
Value ($000) $94 Shares 2,005 Est. Cost $56.52 Unrealized -28.9%
DIA SPDR Dow Jones Indl Avrg ETF ut Ser 1 0.0%
Value ($000) $94 Shares 250 Est. Cost $226.21 Unrealized
LQD iShares Iboxx Invt Grade Corp Bd Fund 0.0%
Value ($000) $94 Shares 850 Est. Cost $119.34 Unrealized
BN Brookfield Corp CLASS A COMMON 0.0%
Value ($000) $94 Shares 2,340 Est. Cost $22.01 Unrealized +1.7%
VGK Vanguard Intl Equity Index 0.0%
Value ($000) $93 Shares 1,450 Est. Cost $51.57 Unrealized
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $93 Shares 632 Est. Cost $94.37 Unrealized +24.9%
AGGY Wisdomtree Yield Enhanced US Aggregate Bond Fund Enhnc U S Aggre Etf 0.0%
Value ($000) $91 Shares 2,057 Est. Cost $53.96 Unrealized
LMBS First Tr Exchange Traded Fund Iv Low Duration Opportunitiesetf 0.0%
Value ($000) $88 Shares 1,829 Est. Cost $44.46 Unrealized
FDL First Trust Morningstar 0.0%
Value ($000) $88 Shares 2,463 Est. Cost $29.28 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $88 Shares 322 Est. Cost $202.61 Unrealized +17.0%
LMT Lockheed Martin Corp Com 0.0%
Value ($000) $87 Shares 193 Est. Cost $289.65 Unrealized +44.1%
XLP Cons Staple Sector SPDR 0.0%
Value ($000) $87 Shares 1,209 Est. Cost $54.57 Unrealized
FCX Freeport-McMoran Copper 0.0%
Value ($000) $87 Shares 2,040 Est. Cost $35.23 Unrealized +1.9%
DUHP Dfa Dimensional US High Profitability Etf Proftblty 0.0%
Value ($000) $86 Shares 3,021 Est. Cost $28.61 Unrealized
BUD Anheuser Busch Inbev SA/NV Sponsored ADR 0.0%
Value ($000) $86 Shares 1,336 Est. Cost $64.25 Unrealized
EFG Ishares MSCI Eafe Growth Index ETF 0.0%
Value ($000) $86 Shares 883 Est. Cost $73.67 Unrealized
DG Dollar General Corp 0.0%
Value ($000) $84 Shares 615 Est. Cost $173.88 Unrealized -33.3%
GSLC Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg 0.0%
Value ($000) $83 Shares 889 Est. Cost $79.22 Unrealized
AZN Astrazeneca PLC Sponsored ADR 0.0%
Value ($000) $83 Shares 1,229 Est. Cost $38.66 Unrealized
VNQI Vanguard Global Ex-us Real Estate Index FUND Glbal Ex US Etf 0.0%
Value ($000) $83 Shares 1,943 Est. Cost $4.84 Unrealized
WEC Wisconsin Energy Corp. 0.0%
Value ($000) $83 Shares 982 Est. Cost $51.83 Unrealized +47.2%
QUAL IShares MSCI USA Qlty 0.0%
Value ($000) $81 Shares 551 Est. Cost $137.91 Unrealized
BX Blackstone Group INC CLASS A CORP COMMON 0.0%
Value ($000) $80 Shares 613 Est. Cost $86.51 Unrealized +18.0%
AMP Ameriprise Finl Inc Com 0.0%
Value ($000) $80 Shares 211 Est. Cost $152.95 Unrealized +118.0%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $79 Shares 496 Est. Cost $171.94 Unrealized -21.0%
CCI Crown Castle Intl Co REIT 0.0%
Value ($000) $78 Shares 677 Est. Cost $114.34 Unrealized -20.6%
BHP BHP Billiton LTD Sponsored ADR 0.0%
Value ($000) $78 Shares 1,141 Est. Cost $64.60 Unrealized
PFFD GLOBAL X U.S. PREFERRED ETF 0.0%
Value ($000) $78 Shares 4,006 Est. Cost $18.81 Unrealized
AJG Arthur J Gallagher Co 0.0%
Value ($000) $77 Shares 343 Est. Cost $220.76 Unrealized +5.3%
MET Metlife Inc Com 0.0%
Value ($000) $77 Shares 1,164 Est. Cost $35.90 Unrealized +63.7%
Splunk Inc Common 0.0%
Value ($000) $76 Shares 502 Est. Cost $107.75 Unrealized
IGIB iShares Barclays Intermediate Cr Bd 0.0%
Value ($000) $76 Shares 1,470 Est. Cost $62.30 Unrealized
KIM Kimco Realty Corp 0.0%
Value ($000) $76 Shares 3,581 Est. Cost $17.58 Unrealized -3.2%
ILCG iShares Tr Large Grwth 0.0%
Value ($000) $76 Shares 1,114 Est. Cost $93.60 Unrealized
DD Dupont De Nemours INC CORP COMMON 0.0%
Value ($000) $75 Shares 981 Est. Cost $29.73 Unrealized -2.4%
UBER Uber Technologies INC CORP COMMON 0.0%
Value ($000) $75 Shares 1,221 Est. Cost $38.31 Unrealized +36.5%
VOOG Vanguard 500 Grwth Index Fund #3341 0.0%
Value ($000) $75 Shares 277 Est. Cost $157.46 Unrealized
PFG Principal Financial Group Incom 0.0%
Value ($000) $75 Shares 951 Est. Cost $43.68 Unrealized +53.3%
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $74 Shares 78 Est. Cost $33.33 Unrealized +89.6%
FAST Fastenal Co Com 0.0%
Value ($000) $73 Shares 1,134 Est. Cost $12.24 Unrealized +134.3%
EW Edwards Lifesciences Corp Com 0.0%
Value ($000) $73 Shares 959 Est. Cost $74.05 Unrealized -6.0%
RWX SPDR DJ Wilshire Internationreal 0.0%
Value ($000) $73 Shares 2,671 Est. Cost $36.53 Unrealized
BR Broadridge Finl Solutions Incom 0.0%
Value ($000) $73 Shares 354 Est. Cost $70.15 Unrealized +153.9%
IWP iShares Tr Russell McP Gr 0.0%
Value ($000) $71 Shares 683 Est. Cost $108.13 Unrealized
TFC Truist Financial Corp COMMON 0.0%
Value ($000) $71 Shares 1,924 Est. Cost $33.78 Unrealized -16.5%
DOW Dow INC CORP COMMON 0.0%
Value ($000) $71 Shares 1,294 Est. Cost $40.34 Unrealized +10.7%
ROKU Roku Inc 0.0%
Value ($000) $71 Shares 771 Est. Cost $146.83 Unrealized -43.0%
CIBR First Trust Nasdaq Cybersecurity Etf Cybrscrty 0.0%
Value ($000) $71 Shares 1,312 Est. Cost $40.35 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $70 Shares 227 Est. Cost $232.73 Unrealized +16.1%
DOV Dover Corp Com 0.0%
Value ($000) $70 Shares 454 Est. Cost $60.64 Unrealized +125.4%
CP Canadian Pac Ry LTD BDR 0.0%
Value ($000) $70 Shares 882 Est. Cost $77.51 Unrealized -6.9%
A Agilent Technologies Inc Com 0.0%
Value ($000) $70 Shares 500 Est. Cost $151.43 Unrealized -22.6%
DHR Danaher Corp 0.0%
Value ($000) $69 Shares 300 Est. Cost $173.08 Unrealized +21.5%
ALC Alcon Ag CORP COMMON 0.0%
Value ($000) $69 Shares 885 Est. Cost $57.49 Unrealized +27.6%
PH Parker Hannifin Corp 0.0%
Value ($000) $69 Shares 150 Est. Cost $295.90 Unrealized +37.6%
CNC Centene Corp 0.0%
Value ($000) $69 Shares 924 Est. Cost $66.85 Unrealized +7.9%
FBND Fidelity Total Bd ETF 0.0%
Value ($000) $68 Shares 1,479 Est. Cost $49.16 Unrealized
SPHQ Invesco S&p 500 Quality Etf Invsc S P 0.0%
Value ($000) $67 Shares 1,238 Est. Cost $33.90 Unrealized
MKL Markel Corp Com 0.0%
Value ($000) $67 Shares 47 Est. Cost $1077.21 Unrealized +31.7%
MAA Mid-America Apartment Communities 0.0%
Value ($000) $67 Shares 496 Est. Cost $149.83 Unrealized -22.0%
AXP American Express Co Com 0.0%
Value ($000) $67 Shares 355 Est. Cost $72.88 Unrealized +115.4%
Nuveen Select Tax-Free Income Portfolio 0.0%
Value ($000) $66 Shares 4,491 Est. Cost $16.03 Unrealized
DEO Diageo P L C Spon ADR New 0.0%
Value ($000) $66 Shares 455 Est. Cost $137.99 Unrealized
IYM Ishares Trust Dj US Bas Basic Materials Etf 0.0%
Value ($000) $66 Shares 475 Est. Cost $106.64 Unrealized
APA Apache Corporation 0.0%
Value ($000) $65 Shares 1,800 Est. Cost $16.81 Unrealized +105.9%
IJT iShares Smallcap 600/Barra V 0.0%
Value ($000) $64 Shares 510 Est. Cost $131.05 Unrealized
TOTL SPDR Doubleline Total Return Tactical ETF 0.0%
Value ($000) $64 Shares 1,585 Est. Cost $46.44 Unrealized
IWL iShares Rusell Top 200 0.0%
Value ($000) $64 Shares 552 Est. Cost $90.58 Unrealized
PULS Pgim Ultra Short Bond Etf 0.0%
Value ($000) $63 Shares 1,277 Est. Cost $49.46 Unrealized
Discover Finl Svcs Com 0.0%
Value ($000) $62 Shares 553 Est. Cost $96.09 Unrealized
CNI Canadian Natl Railway Co 0.0%
Value ($000) $61 Shares 489 Est. Cost $69.35 Unrealized +56.4%
JNK SPDR Series Tr Barclays Highyield 0.0%
Value ($000) $61 Shares 644 Est. Cost $100.93 Unrealized
LULU Lululemon Athletica Inc 0.0%
Value ($000) $61 Shares 119 Est. Cost $319.71 Unrealized +35.1%
CGXU Capital Group International Focus Equity Etf Intrtnl Foc Eqy 0.0%
Value ($000) $61 Shares 2,540 Est. Cost $0.02 Unrealized
CAG Conagra Foods Inc Com 0.0%
Value ($000) $61 Shares 2,115 Est. Cost $28.68 Unrealized -13.1%
HDV iShares Trust High Divid Equ 0.0%
Value ($000) $61 Shares 594 Est. Cost $46.77 Unrealized
BSX Boston Scientific Corp Common 0.0%
Value ($000) $60 Shares 1,044 Est. Cost $41.08 Unrealized +29.9%
MINT Pimco Exch Traded Fund 0.0%
Value ($000) $60 Shares 599 Est. Cost $100.45 Unrealized
JQUA JPMORGAN US Quality Factor Etf U.s. 0.0%
Value ($000) $59 Shares 1,237 Est. Cost $47.86 Unrealized
GEN NortonLifelock 0.0%
Value ($000) $59 Shares 2,571 Est. Cost $19.02 Unrealized +0.0%
LHX L3harris Technologies INC CORP COMMON 0.0%
Value ($000) $59 Shares 278 Est. Cost $176.83 Unrealized +1.7%
KLAC KLA-Tencor Corp Com 0.0%
Value ($000) $58 Shares 100 Est. Cost $122.14 Unrealized +318.3%
CAH Cardinal Health Inc Com 0.0%
Value ($000) $58 Shares 575 Est. Cost $53.74 Unrealized +78.1%
RWL Invesco S&p 500 Revenue Etf S P 0.0%
Value ($000) $58 Shares 678 Est. Cost $78.57 Unrealized
RYAAY Ryanair Holdings PLC 0.0%
Value ($000) $57 Shares 430 Est. Cost $83.76 Unrealized
FDX FedEx Corp Com 0.0%
Value ($000) $57 Shares 224 Est. Cost $173.70 Unrealized +39.5%
FMX Fomento Economico Mexicano Sab De Cv Econ ADR Representing 10 CORP COMMON 0.0%
Value ($000) $56 Shares 429 Est. Cost $70.11 Unrealized
GTO Invesco Total Return Bond Etf Invsc 0.0%
Value ($000) $55 Shares 1,172 Est. Cost $48.01 Unrealized
OXY Occidental Pete Corp Del Com 0.0%
Value ($000) $55 Shares 925 Est. Cost $58.13 Unrealized +0.8%
AVUV Avantis US Small Cap Value Etf 0.0%
Value ($000) $55 Shares 614 Est. Cost $85.26 Unrealized
FTSM First Trust Enhanced Short Maturity Etf Mtrty 0.0%
Value ($000) $55 Shares 915 Est. Cost $56.23 Unrealized
DOC Healthpeak Properties 0.0%
Value ($000) $54 Shares 2,740 Est. Cost $23.84 Unrealized -35.5%
SMDV Proshares Russell 2000 Dividend Growers Etf Dvd Grwrs 0.0%
Value ($000) $53 Shares 820 Est. Cost $49.99 Unrealized
SJM Smucker J M Co Com New 0.0%
Value ($000) $53 Shares 420 Est. Cost $104.26 Unrealized +2.4%
SDVY First Trust Mid cap Rising Dividend ETF 0.0%
Value ($000) $53 Shares 1,618 Est. Cost $25.07 Unrealized
INGR Ingredion Inc Com 0.0%
Value ($000) $53 Shares 486 Est. Cost $91.63 Unrealized +9.5%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $52 Shares 1,996 Est. Cost $82.93 Unrealized
RPG Invesco S&p 500 Pure Growth Portfolio Powershr Etf 0.0%
Value ($000) $51 Shares 1,595 Est. Cost $67.27 Unrealized
IYF Ishares Trust Dj US Financial Financials Etf 0.0%
Value ($000) $51 Shares 601 Est. Cost $79.46 Unrealized
XSLV Invesco S&p Smallcap Low Volatility Etf Invsc S P Volatilty 0.0%
Value ($000) $51 Shares 1,145 Est. Cost $47.16 Unrealized
IQLT Ishares Edge Msci Intl Quality Factor Etf Qlt Fctr 0.0%
Value ($000) $50 Shares 1,343 Est. Cost $29.04 Unrealized
MNA IQ Merger Arbitrage Etc 0.0%
Value ($000) $50 Shares 1,584 Est. Cost $31.15 Unrealized
LEG Leggett & Platt Inc Com 0.0%
Value ($000) $50 Shares 1,900 Est. Cost $48.84 Unrealized -49.8%
HIG Hartford Finl Svcs Group Inccom 0.0%
Value ($000) $50 Shares 617 Est. Cost $39.87 Unrealized +81.8%
COF Capital One Finl Corp Com 0.0%
Value ($000) $50 Shares 378 Est. Cost $92.82 Unrealized +12.6%
SYK Stryker Corp Com 0.0%
Value ($000) $49 Shares 165 Est. Cost $180.50 Unrealized +52.3%
BLV Vanguard Long-term Bond Index Fund Long Term Etf 0.0%
Value ($000) $49 Shares 662 Est. Cost $75.74 Unrealized
SWK Stanley Black Decker Inc 0.0%
Value ($000) $49 Shares 500 Est. Cost $74.80 Unrealized +7.9%
BOND Pimco Total Return 0.0%
Value ($000) $49 Shares 530 Est. Cost $91.43 Unrealized
IFF International Flavors & Fragrances Inc 0.0%
Value ($000) $49 Shares 600 Est. Cost $88.75 Unrealized -22.5%
IWN iShares Tr Rusl 2000 Valu 0.0%
Value ($000) $48 Shares 312 Est. Cost $160.02 Unrealized
SNY Sanofi Aventis Sponsored ADR 0.0%
Value ($000) $48 Shares 974 Est. Cost $49.41 Unrealized
CHD Church & Dwight Inc Com 0.0%
Value ($000) $47 Shares 500 Est. Cost $42.65 Unrealized +109.3%
SPGP Invesco S & P 500 0.0%
Value ($000) $47 Shares 482 Est. Cost $6.32 Unrealized
FGD First Trust Dow Jones Globalselect Div 0.0%
Value ($000) $47 Shares 2,100 Est. Cost $24.59 Unrealized
OTIS Otis Worldwide Corp COMMON 0.0%
Value ($000) $46 Shares 515 Est. Cost $52.58 Unrealized +52.6%
CARR Carrier Global Corp COMMON 0.0%
Value ($000) $46 Shares 800 Est. Cost $17.13 Unrealized +200.9%
FBIN Fortune Brands Home & Sec Incom 0.0%
Value ($000) $46 Shares 600 Est. Cost $57.75 Unrealized +9.7%
EMB iShares JP Morgan Em Bond FD 0.0%
Value ($000) $45 Shares 509 Est. Cost $84.94 Unrealized
IXC iShares Global Energy ETF 0.0%
Value ($000) $45 Shares 1,155 Est. Cost $31.71 Unrealized
SHM Spdr Nuveen Bloomberg Short Term Mun Bond Etf Nuven Blm Sht Tm Mpl Bnd 0.0%
Value ($000) $45 Shares 940 Est. Cost $47.30 Unrealized
CLX Clorox Co Del Com 0.0%
Value ($000) $44 Shares 310 Est. Cost $100.47 Unrealized +23.5%
FTC First Trust Large Cap Growth Alphadex Fund Tr Lrg CP Grw Etf 0.0%
Value ($000) $44 Shares 400 Est. Cost $109.56 Unrealized
FE Firstenergy Corp Common 0.0%
Value ($000) $43 Shares 1,182 Est. Cost $34.01 Unrealized -2.5%
MFC Manulife Financial Corp 0.0%
Value ($000) $43 Shares 1,954 Est. Cost $17.85 Unrealized +7.6%
GS Goldman Sachs Group Inc Com 0.0%
Value ($000) $43 Shares 111 Est. Cost $212.40 Unrealized +49.6%
DHI Dr Horton Inc 0.0%
Value ($000) $43 Shares 281 Est. Cost $32.22 Unrealized +274.1%
CGGR Capital Group Growth Etf 0.0%
Value ($000) $42 Shares 1,500 Est. Cost $27.22 Unrealized
CHKP Check Point Software Technologies Ltd Technologis CORP COMMON 0.0%
Value ($000) $42 Shares 277 Est. Cost $116.03 Unrealized +21.8%
MDU MDU RES Group Inc Com 0.0%
Value ($000) $42 Shares 2,132 Est. Cost $9.25 Unrealized +7.6%
DAL Delta Air Lines Inc. 0.0%
Value ($000) $42 Shares 1,040 Est. Cost $49.97 Unrealized -29.1%
XLV Select Sector SPDR Tr Sbi Healthcare 0.0%
Value ($000) $41 Shares 300 Est. Cost $85.84 Unrealized
WELL Welltower Inc 0.0%
Value ($000) $41 Shares 450 Est. Cost $48.83 Unrealized +70.0%
PECO Phillips Edison & CO INC And Company CORP COMMON 0.0%
Value ($000) $41 Shares 1,111 Est. Cost $27.90 Unrealized
GNRC Generac Holdings Inc 0.0%
Value ($000) $40 Shares 311 Est. Cost $112.86 Unrealized -2.8%
SBAC SBA Communications Corp New 0.0%
Value ($000) $40 Shares 158 Est. Cost $182.92 Unrealized +17.9%
RDVY First Trust Rising Dividend Achievers Etf Ft 0.0%
Value ($000) $40 Shares 775 Est. Cost $46.79 Unrealized
CASY Casey's General Stores Inc 0.0%
Value ($000) $40 Shares 144 Est. Cost $151.02 Unrealized +79.1%
COWZ Pacer US Cash Cows 100 Etf 0.0%
Value ($000) $39 Shares 759 Est. Cost $44.93 Unrealized
QQQM Invesco Nasdaq 100 Etf 0.0%
Value ($000) $39 Shares 234 Est. Cost $148.62 Unrealized
MCK McKesson Corp Com 0.0%
Value ($000) $39 Shares 85 Est. Cost $181.83 Unrealized +147.6%
HLN Haleon PLC Spon ADS ADR 0.0%
Value ($000) $39 Shares 4,767 Est. Cost $8.22 Unrealized
SONY Sony Corp Amern Sh New 0.0%
Value ($000) $39 Shares 414 Est. Cost $94.69 Unrealized
WRB Berkley W R Corp Common 0.0%
Value ($000) $39 Shares 553 Est. Cost $26.47 Unrealized +62.5%
HUM Humana Inc Com 0.0%
Value ($000) $39 Shares 85 Est. Cost $266.32 Unrealized +80.1%
SLB Schlumberger LTD Com 0.0%
Value ($000) $39 Shares 746 Est. Cost $48.32 Unrealized +6.0%
RMD Resmed Inc Common 0.0%
Value ($000) $39 Shares 225 Est. Cost $100.35 Unrealized +50.2%
PGR Progressive Corp OH 0.0%
Value ($000) $39 Shares 243 Est. Cost $143.35 Unrealized 0.0%
CGGO Capital Group Global Growth Equity Etf Grwt Eqy 0.0%
Value ($000) $39 Shares 1,500 Est. Cost $25.10 Unrealized
FTRE Fortrea Holdings Inc 0.0%
Value ($000) $39 Shares 1,104 Est. Cost $29.59 Unrealized +3.3%
ADSK Autodesk INC CORP COMMON 0.0%
Value ($000) $38 Shares 158 Est. Cost $223.13 Unrealized -3.2%
NUE Nucor Corp Com 0.0%
Value ($000) $38 Shares 220 Est. Cost $51.53 Unrealized +197.5%
GLW Corning Inc Com 0.0%
Value ($000) $38 Shares 1,250 Est. Cost $31.71 Unrealized -14.5%
GSK GSK PLc Sponsored ADR 0.0%
Value ($000) $38 Shares 1,027 Est. Cost $0.04 Unrealized
CSGP Costar Group Inc 0.0%
Value ($000) $37 Shares 428 Est. Cost $80.94 Unrealized 0.0%
ELV Anthem Inc 0.0%
Value ($000) $37 Shares 79 Est. Cost $379.15 Unrealized +17.8%
EVRG Evergy INC CORP COMMON 0.0%
Value ($000) $37 Shares 713 Est. Cost $51.09 Unrealized -10.1%
BABA Alibaba Group Hldg LTD Spon ADR 0.0%
Value ($000) $37 Shares 478 Est. Cost $130.16 Unrealized
SPTS SPDR Portfolio Short Term Treasury ETF 0.0%
Value ($000) $36 Shares 1,250 Est. Cost $29.05 Unrealized
CLVT Clarivate PLC Ordinady Shares 0.0%
Value ($000) $36 Shares 3,918 Est. Cost $14.42 Unrealized -48.7%
BBVA Banco Bilbao Vizcaya Argentaria SA 0.0%
Value ($000) $36 Shares 3,965 Est. Cost $5.23 Unrealized
BNS BK Nova Scotia Halifax (Canada) 0.0%
Value ($000) $36 Shares 735 Est. Cost $37.78 Unrealized +4.6%
IVZ Invesco Ltd 0.0%
Value ($000) $36 Shares 2,000 Est. Cost $13.71 Unrealized -4.7%
Blackrock Muniyield Quality Fund INC Muniyld Cf 0.0%
Value ($000) $35 Shares 2,900 Est. Cost $11.84 Unrealized
TFI Nuveen Bloomberg Municipal Bond ETF 0.0%
Value ($000) $35 Shares 751 Est. Cost $46.16 Unrealized
CDW CDW Corp 0.0%
Value ($000) $35 Shares 155 Est. Cost $50.65 Unrealized +306.9%
CWT California Wtr Svc Group Com 0.0%
Value ($000) $35 Shares 670 Est. Cost $29.04 Unrealized +63.4%
PRU Prudential Finl Inc Com 0.0%
Value ($000) $34 Shares 332 Est. Cost $80.19 Unrealized +8.0%
DNP Select Income Fund Inc 0.0%
Value ($000) $34 Shares 4,051 Est. Cost $10.70 Unrealized
XLI SPDR FD-Sh of Beneficial Int 0.0%
Value ($000) $34 Shares 300 Est. Cost $69.20 Unrealized
CALF Pacer US Small Cap Cash Cows 100 Etf 0.0%
Value ($000) $34 Shares 712 Est. Cost $40.83 Unrealized
CTVA Corteva INC CORP COMMON 0.0%
Value ($000) $34 Shares 710 Est. Cost $42.90 Unrealized +8.5%
RIO Rio Tinto PLC Sponsored ADR 0.0%
Value ($000) $34 Shares 453 Est. Cost $57.94 Unrealized
Blackrock Municipal Income Quality Trust Incom Cf 0.0%
Value ($000) $34 Shares 3,000 Est. Cost $11.44 Unrealized
KVUE Kenvue Inc 0.0%
Value ($000) $33 Shares 1,552 Est. Cost $20.15 Unrealized -8.7%
Nuveen AMT-Free Municipal 0.0%
Value ($000) $33 Shares 3,000 Est. Cost $11.12 Unrealized
LKQ LKQ Corp 0.0%
Value ($000) $32 Shares 679 Est. Cost $48.35 Unrealized -9.6%
VFC V F Corp Com 0.0%
Value ($000) $32 Shares 1,721 Est. Cost $52.38 Unrealized -67.2%
Blackrock Muniholdings QTY 0.0%
Value ($000) $32 Shares 3,200 Est. Cost $10.04 Unrealized
Dun & Bradstreet 0.0%
Value ($000) $32 Shares 2,715 Est. Cost $21.73 Unrealized
GEHC GE Healthcare Technologies INC CORP COMMON 0.0%
Value ($000) $31 Shares 407 Est. Cost $71.08 Unrealized -1.8%
FSK Fs Kkr Capital Corp COMMON 0.0%
Value ($000) $31 Shares 1,571 Est. Cost $12.46 Unrealized +13.5%
MNST Monster Beverage Cor 0.0%
Value ($000) $31 Shares 540 Est. Cost $38.14 Unrealized +40.1%
KKR Kkr & CO INC And CLASS A CORP COMMON 0.0%
Value ($000) $30 Shares 368 Est. Cost $46.72 Unrealized +43.1%
ABEV Ambev SA Sponsored ADR 0.0%
Value ($000) $30 Shares 10,873 Est. Cost $3.72 Unrealized
CRH CRH PLC ADR 0.0%
Value ($000) $30 Shares 435 Est. Cost $58.12 Unrealized 0.0%
DFAE Dfa Dimensional Emerging Core Equity Market Etf Emerg Eqy Mrkt 0.0%
Value ($000) $30 Shares 1,245 Est. Cost $22.93 Unrealized
PPG PPG Inds Inc Com 0.0%
Value ($000) $30 Shares 200 Est. Cost $87.76 Unrealized +46.8%
ICLR Icon Plc CORP COMMON 0.0%
Value ($000) $30 Shares 105 Est. Cost $227.76 Unrealized +13.6%
NFLX Netflix INC CORP COMMON 0.0%
Value ($000) $30 Shares 61 Est. Cost $33.09 Unrealized +31.9%
CRL Charles River Laboratories International INC Chrls Labs CORP COMMON 0.0%
Value ($000) $30 Shares 125 Est. Cost $205.30 Unrealized -4.2%
SPOT Spotify Technology Sa CORP COMMON 0.0%
Value ($000) $29 Shares 156 Est. Cost $174.62 Unrealized 0.0%
DELL Dell Technologies INC CLASS C CORP COMMON 0.0%
Value ($000) $29 Shares 382 Est. Cost $59.59 Unrealized +14.6%
VLTO Veralto Corp 0.0%
Value ($000) $29 Shares 354 Est. Cost $73.75 Unrealized 0.0%
ZBH Zimmer Hldgs Inc Com 0.0%
Value ($000) $29 Shares 238 Est. Cost $105.40 Unrealized +3.7%
FNDF Schwab Fundamental International Large Company Index ETF 0.0%
Value ($000) $29 Shares 853 Est. Cost $31.59 Unrealized
VMC Vulcan Matls Co 0.0%
Value ($000) $28 Shares 125 Est. Cost $213.74 Unrealized -2.4%
OMC Omnicom Group Inc Com 0.0%
Value ($000) $28 Shares 328 Est. Cost $66.55 Unrealized +10.0%
CNP Centerpoint Energy Inc Com 0.0%
Value ($000) $28 Shares 987 Est. Cost $21.15 Unrealized +24.3%
TSCO Tractor Supply Common 0.0%
Value ($000) $28 Shares 131 Est. Cost $39.39 Unrealized 0.0%
AVB Avalonbay Cmntys Inc 0.0%
Value ($000) $28 Shares 150 Est. Cost $169.52 Unrealized -4.7%
HMC Honda Motor Company LTD ADR 0.0%
Value ($000) $28 Shares 904 Est. Cost $30.57 Unrealized
SPTI SPDR Portfolio Intermediate Term Treasury ETF 0.0%
Value ($000) $28 Shares 969 Est. Cost $27.64 Unrealized
VEEV Veeva Systems INC CLASS A CORP COMMON 0.0%
Value ($000) $28 Shares 143 Est. Cost $170.59 Unrealized +10.4%
MKC McCormick & Co Inc Com Non Vtg 0.0%
Value ($000) $27 Shares 400 Est. Cost $69.40 Unrealized -10.7%
HDB Hdfc Bk Ltd ADR Repstg 3 Shs 0.0%
Value ($000) $27 Shares 404 Est. Cost $66.93 Unrealized
GMAB Genmab A/s ADR 0.0%
Value ($000) $27 Shares 840 Est. Cost $34.59 Unrealized
WMB Williams Cos Inc Del Com 0.0%
Value ($000) $27 Shares 762 Est. Cost $19.52 Unrealized +64.8%
DVA Davita Inc Com 0.0%
Value ($000) $26 Shares 250 Est. Cost $102.00 Unrealized -9.4%
MLM Martin Marietta Materials Inc 0.0%
Value ($000) $26 Shares 52 Est. Cost $445.31 Unrealized 0.0%
XLG Invesco S&P 500 Top 50 ETF 0.0%
Value ($000) $26 Shares 687 Est. Cost $69.33 Unrealized
ADI Analog Devices Inc Com 0.0%
Value ($000) $26 Shares 129 Est. Cost $160.69 Unrealized +7.2%
GOVT Ishares US Treasury Bond 0.0%
Value ($000) $26 Shares 1,111 Est. Cost $26.36 Unrealized
HAL Halliburton Co Com 0.0%
Value ($000) $26 Shares 707 Est. Cost $30.09 Unrealized +21.1%
XLU Sector XLX Utilities 0.0%
Value ($000) $25 Shares 400 Est. Cost $51.57 Unrealized
CMP Compass Minerals Intl Inc 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $54.94 Unrealized -54.1%
IWO iShares Tr Russell 2000 Grw 0.0%
Value ($000) $25 Shares 100 Est. Cost $284.57 Unrealized
FITB Fifth Third Bancorp Com 0.0%
Value ($000) $25 Shares 725 Est. Cost $24.49 Unrealized +4.3%
BP BP PLC Sponsored ADR 0.0%
Value ($000) $24 Shares 690 Est. Cost $34.41 Unrealized
ADM Archer Daniels Midland Co 0.0%
Value ($000) $24 Shares 336 Est. Cost $46.57 Unrealized +45.6%
NSC Norfolk Southern Corp Com 0.0%
Value ($000) $24 Shares 102 Est. Cost $97.78 Unrealized +104.7%
USFR WisdomTree Floating Rate Treasury Fd 0.0%
Value ($000) $24 Shares 478 Est. Cost $25.08 Unrealized
KOMP Spdr S&p Kensho New Economies Composite Etf Eco COMMON 0.0%
Value ($000) $24 Shares 510 Est. Cost $45.13 Unrealized
TECB Ishares US Tech Breakthrough Multisector Etf Brkthrgh Mltsctr 0.0%
Value ($000) $24 Shares 553 Est. Cost $32.49 Unrealized
Canadian Pac Ry LTD Com 0.0%
Value ($000) $24 Shares 300 Est. Cost $79.38 Unrealized
DES Wisdomtree Smallcap Dividendfund 0.0%
Value ($000) $24 Shares 735 Est. Cost $36.33 Unrealized
HSY Hershey Co Com 0.0%
Value ($000) $23 Shares 125 Est. Cost $208.68 Unrealized -14.9%
STPZ Pimco 1-5 Year US Tips Index Exchange-traded Fund Etf 0.0%
Value ($000) $23 Shares 455 Est. Cost $55.19 Unrealized
CTSH Cognizant Technology Solutiocl A 0.0%
Value ($000) $23 Shares 308 Est. Cost $65.54 Unrealized +1.8%
TMUS T-mobile US INC T Mobile CORP COMMON 0.0%
Value ($000) $23 Shares 144 Est. Cost $115.28 Unrealized +24.2%
TAK Takeda Pharmaceutical CO Ltd Pharmaceuticl ADR Rep 0.5 CORP COMMON 0.0%
Value ($000) $23 Shares 1,614 Est. Cost $14.53 Unrealized
KMI Kinder Morgan Inc Del Com 0.0%
Value ($000) $23 Shares 1,296 Est. Cost $14.71 Unrealized +4.3%
HYMB Nuveen Bloomberg High Yield Municipal Bond ETF 0.0%
Value ($000) $23 Shares 901 Est. Cost $24.99 Unrealized
IJS iShares Smallcap 600/Barra 0.0%
Value ($000) $22 Shares 216 Est. Cost $105.70 Unrealized
IUSG Ishares Core S&p US Growth Etf 0.0%
Value ($000) $22 Shares 212 Est. Cost $0.08 Unrealized
ARCC Ares Cap Corp Com 0.0%
Value ($000) $22 Shares 1,100 Est. Cost $7.61 Unrealized +109.6%
Reaves Utility Inc Trust 0.0%
Value ($000) $21 Shares 804 Est. Cost $27.42 Unrealized
BNTX Biontech SE ADR 0.0%
Value ($000) $21 Shares 202 Est. Cost $105.54 Unrealized
FLOT iShares Floating Rate Bond ETF 0.0%
Value ($000) $21 Shares 419 Est. Cost $25.09 Unrealized
WERN WERNER ENTERPRISES 0.0%
Value ($000) $21 Shares 500 Est. Cost $39.17 Unrealized 0.0%
FDT First Trust Dev Markets Ex-US Alphadex 0.0%
Value ($000) $21 Shares 400 Est. Cost $52.51 Unrealized
NVT Nvent Electric Plc CORP COMMON 0.0%
Value ($000) $21 Shares 354 Est. Cost $23.72 Unrealized +118.1%
WU Western Un Co Com 0.0%
Value ($000) $21 Shares 1,750 Est. Cost $20.26 Unrealized
ESGE Ishares Esg Aware Msci Em Etf 0.0%
Value ($000) $21 Shares 645 Est. Cost $31.48 Unrealized
RELX Relx Plc ADR Rep CORP COMMON 0.0%
Value ($000) $20 Shares 515 Est. Cost $17.10 Unrealized
BNDX Vanguard Charlotte Funds Total Intl Bd ETF 0.0%
Value ($000) $20 Shares 412 Est. Cost $55.78 Unrealized
NTES Netease Inc 0.0%
Value ($000) $20 Shares 218 Est. Cost $93.16 Unrealized
GPN Global Payments Inc 0.0%
Value ($000) $20 Shares 159 Est. Cost $117.49 Unrealized -3.6%
Marathon Oil Corp Com 0.0%
Value ($000) $20 Shares 835 Est. Cost $14.44 Unrealized
ICSH Ishares Ultra Short-term Bond Etf Short Term 0.0%
Value ($000) $20 Shares 397 Est. Cost $50.16 Unrealized
TLK Pt Telekomunikasi Indonesia TBK 0.0%
Value ($000) $20 Shares 775 Est. Cost $26.60 Unrealized
IBN ICICI BK Limited ADR (India) 0.0%
Value ($000) $19 Shares 802 Est. Cost $10.98 Unrealized
First Trust Energy Income And Growth Fund Grw Cf 0.0%
Value ($000) $19 Shares 1,317 Est. Cost $9.94 Unrealized
JAVA JPMORGAN Active Value Etf 0.0%
Value ($000) $19 Shares 341 Est. Cost $54.73 Unrealized
Fleetcor Technologies Inc 0.0%
Value ($000) $19 Shares 67 Est. Cost $275.60 Unrealized
URI United Rentals INC Rental CORP COMMON 0.0%
Value ($000) $19 Shares 33 Est. Cost $325.11 Unrealized +42.3%
NICE Nice Systems LTD Sponsored 0.0%
Value ($000) $19 Shares 94 Est. Cost $199.51 Unrealized
FLS Flowserve Corp Com 0.0%
Value ($000) $19 Shares 453 Est. Cost $29.62 Unrealized +25.1%
MGA Magna Intl Inc Com 0.0%
Value ($000) $19 Shares 314 Est. Cost $57.44 Unrealized -13.6%
ABNB Air BnB Ordinary Share Class A 0.0%
Value ($000) $19 Shares 136 Est. Cost $129.58 Unrealized -0.5%
COR Amerisourcebergen Corp Com 0.0%
Value ($000) $18 Shares 90 Est. Cost $93.79 Unrealized +104.4%
PDBC Invesco Optimum Yld Dvsfd Cmd Str No K-1 Etf Invsc Actvly Mng Optm Yd Dvrs 0.0%
Value ($000) $18 Shares 1,382 Est. Cost $16.21 Unrealized
FTV Fortive Corp 0.0%
Value ($000) $18 Shares 248 Est. Cost $46.41 Unrealized +12.6%
FEP First Trust Europe Alphadex Fund 0.0%
Value ($000) $18 Shares 500 Est. Cost $36.32 Unrealized
AZO Autozone INC CORP COMMON 0.0%
Value ($000) $18 Shares 7 Est. Cost $1314.54 Unrealized +97.3%
Unilever PLC Spon ADR New 0.0%
Value ($000) $18 Shares 370 Est. Cost $45.55 Unrealized
SKYY First Tr Ise Cloud Comp Inx ETF 0.0%
Value ($000) $18 Shares 204 Est. Cost $48.98 Unrealized
LEN Lennar Corp Cl A 0.0%
Value ($000) $18 Shares 119 Est. Cost $50.71 Unrealized +130.5%
ARE Alexandria Real Estate Equitities 0.0%
Value ($000) $17 Shares 137 Est. Cost $134.16 Unrealized -28.7%
OBDC OWL ROCK CAPITAL CORP 0.0%
Value ($000) $17 Shares 1,175 Est. Cost $9.58 Unrealized +15.2%
VIPS Vipshop Holdings Ltd Holdgs Spon Ads Rep 0.20 CORP COMMON 0.0%
Value ($000) $17 Shares 974 Est. Cost $17.76 Unrealized
SCZ iShares MSCI Eafe Small Cap 0.0%
Value ($000) $17 Shares 279 Est. Cost $44.32 Unrealized
HEDJ Wisdomtree Europe Hedged Equity 0.0%
Value ($000) $17 Shares 400 Est. Cost $51.00 Unrealized
HWM Howmet Aerospace INC CORP COMMON 0.0%
Value ($000) $17 Shares 316 Est. Cost $25.20 Unrealized +94.5%
PII Polaris Inds Inc Com 0.0%
Value ($000) $17 Shares 180 Est. Cost $91.36 Unrealized +0.3%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $17 Shares 994 Est. Cost $11.75 Unrealized +30.7%
IEX Idex Corp 0.0%
Value ($000) $17 Shares 77 Est. Cost $187.97 Unrealized +4.3%
SNN Smith & Nephew PLC 0.0%
Value ($000) $17 Shares 610 Est. Cost $25.44 Unrealized
TPR Tapestry Inc 0.0%
Value ($000) $17 Shares 450 Est. Cost $33.47 Unrealized -12.8%
BKR Baker Hughes Inc 0.0%
Value ($000) $16 Shares 482 Est. Cost $22.58 Unrealized +43.9%
FLEX Flextronics Intl LTD Ord 0.0%
Value ($000) $16 Shares 540 Est. Cost $10.72 Unrealized +86.7%
Total S A Sponsored ADR 0.0%
Value ($000) $16 Shares 244 Est. Cost $58.77 Unrealized
Hess Corp Com 0.0%
Value ($000) $16 Shares 114 Est. Cost $71.04 Unrealized
BAP Creditcorp LTD USA 0.0%
Value ($000) $16 Shares 108 Est. Cost $120.19 Unrealized 0.0%
Aptiv Plc CORP COMMON 0.0%
Value ($000) $16 Shares 180 Est. Cost $92.15 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $16 Shares 189 Est. Cost $54.51 Unrealized +35.1%
AIG American Intl Group 0.0%
Value ($000) $16 Shares 236 Est. Cost $38.34 Unrealized +58.6%
PHG Koninklijke Philips NV 0.0%
Value ($000) $16 Shares 681 Est. Cost $19.43 Unrealized
Lexington Realty Trust Com 0.0%
Value ($000) $16 Shares 1,600 Est. Cost $10.00 Unrealized
CI Cigna Corp COMMON 0.0%
Value ($000) $16 Shares 53 Est. Cost $165.68 Unrealized +69.5%
WTRG Essential Utilities INC CORP COMMON 0.0%
Value ($000) $16 Shares 423 Est. Cost $42.96 Unrealized -18.7%
MDIV FT Multi Asset Diversif Inc IDX ETF 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $17.00 Unrealized
IHI iShares US Medical 0.0%
Value ($000) $16 Shares 288 Est. Cost $81.22 Unrealized
XP XP Inc 0.0%
Value ($000) $15 Shares 592 Est. Cost $22.82 Unrealized 0.0%
IDV iShares Tr Dow Jones Epac Select Div 0.0%
Value ($000) $15 Shares 550 Est. Cost $28.88 Unrealized
MDYV Spdr S&p 400 Mid Cap Value Etf 0.0%
Value ($000) $15 Shares 207 Est. Cost $66.41 Unrealized
WTW Willis Tower Watson 0.0%
Value ($000) $15 Shares 62 Est. Cost $208.29 Unrealized +8.1%
AON Aon Plc CLASS A CORP COMMON 0.0%
Value ($000) $15 Shares 51 Est. Cost $299.55 Unrealized +5.3%
MDYG Spdr S&p 400 Mid Cap Growth Etf 0.0%
Value ($000) $15 Shares 196 Est. Cost $62.80 Unrealized
KHC The Kraft Heinz Company 0.0%
Value ($000) $15 Shares 400 Est. Cost $49.11 Unrealized -38.1%
PGF Invesco Financial Preferred Etf Invsc 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $17.00 Unrealized
PAYC Paycom Software Inc 0.0%
Value ($000) $14 Shares 70 Est. Cost $207.95 Unrealized 0.0%
CPRT Copart INC CORP COMMON 0.0%
Value ($000) $14 Shares 294 Est. Cost $36.32 Unrealized +30.1%
ECON Columbia Emerging Markets Consumer Etf Emergng Mkts Consmr 0.0%
Value ($000) $14 Shares 685 Est. Cost $20.47 Unrealized
CNQ Canadian Natural Resources LTD 0.0%
Value ($000) $14 Shares 218 Est. Cost $13.45 Unrealized +121.9%
QTRX QUANTERIX CORP 0.0%
Value ($000) $14 Shares 520 Est. Cost $12.78 Unrealized +84.3%
VRNS VARONIS SYSTEMS INC 0.0%
Value ($000) $14 Shares 311 Est. Cost $26.07 Unrealized +44.3%
EMBJ Embraer SA 0.0%
Value ($000) $14 Shares 756 Est. Cost $11.06 Unrealized
PNC PNC Financial Services Group Inc 0.0%
Value ($000) $14 Shares 89 Est. Cost $91.30 Unrealized +31.4%
VIS Vanguard Industrials Etf 0.0%
Value ($000) $14 Shares 62 Est. Cost $169.35 Unrealized
CVE Cenovus Energy Inc Com 0.0%
Value ($000) $13 Shares 808 Est. Cost $15.51 Unrealized +11.2%
VLO Valero Energy Corp New Com 0.0%
Value ($000) $13 Shares 101 Est. Cost $53.58 Unrealized +122.8%
AVTR Avantor INC CORP COMMON 0.0%
Value ($000) $13 Shares 574 Est. Cost $20.49 Unrealized 0.0%
SPYG SPDR S&P 500 Growth ETF 0.0%
Value ($000) $13 Shares 200 Est. Cost $63.64 Unrealized
WAB Westinghouse Air Brake Technologies Corp Wabtec COMMON 0.0%
Value ($000) $13 Shares 102 Est. Cost $84.86 Unrealized +31.6%
BIO Bio Rad Laboratories INC CLASS A CORP COMMON 0.0%
Value ($000) $13 Shares 40 Est. Cost $429.85 Unrealized -27.1%
BBY Best Buy Inc Com 0.0%
Value ($000) $13 Shares 164 Est. Cost $63.45 Unrealized 0.0%
STX Seagate Technology Holdings PLC 0.0%
Value ($000) $13 Shares 149 Est. Cost $56.56 Unrealized +24.8%
HDEF Xtrackers Msci Eafe Hi Dv Yld Eq Etf Xtrckr Hg 0.0%
Value ($000) $13 Shares 515 Est. Cost $23.03 Unrealized
CHWY Chewy Inc 0.0%
Value ($000) $13 Shares 532 Est. Cost $38.95 Unrealized -49.4%
USFD US Foods Holding Corp 0.0%
Value ($000) $13 Shares 276 Est. Cost $35.80 Unrealized +15.5%
SKYW Skywest Inc Com 0.0%
Value ($000) $13 Shares 240 Est. Cost $35.67 Unrealized +26.0%
WIT Wipro 0.0%
Value ($000) $12 Shares 2,218 Est. Cost $5.57 Unrealized
VSS Vanguard FTSE All WO X US 0.0%
Value ($000) $12 Shares 107 Est. Cost $102.34 Unrealized
Allete Inc Com New 0.0%
Value ($000) $12 Shares 200 Est. Cost $66.67 Unrealized
EXE Chesapeke Energy Corporation 0.0%
Value ($000) $12 Shares 158 Est. Cost $74.64 Unrealized +3.2%
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $12 Shares 358 Est. Cost $32.96 Unrealized -11.3%
GL Global Life Inc 0.0%
Value ($000) $12 Shares 98 Est. Cost $92.04 Unrealized +25.5%
PKG Packaging Corp America 0.0%
Value ($000) $12 Shares 73 Est. Cost $80.43 Unrealized +84.9%
PHM Pulte Group Inc 0.0%
Value ($000) $12 Shares 115 Est. Cost $44.49 Unrealized +87.9%
SMG SCOTTS MIRACLE GRO CO CLASS A 0.0%
Value ($000) $12 Shares 186 Est. Cost $62.96 Unrealized -22.4%
LNG Cheniere Energy Inc 0.0%
Value ($000) $12 Shares 69 Est. Cost $68.37 Unrealized +151.3%
SHY iShares Lehman 1-3 Yr Tr Index Fund 0.0%
Value ($000) $12 Shares 143 Est. Cost $80.97 Unrealized
QYLD Global X Nasdaq 100 Covered Call Etf Fund Glb Nsdq Cvd 0.0%
Value ($000) $12 Shares 673 Est. Cost $17.43 Unrealized
BIIB Biogen Idec Inc Com 0.0%
Value ($000) $12 Shares 45 Est. Cost $292.67 Unrealized -16.1%
MEAR Blackrock Short Maturity Municipal Bond Etf Shrt Matrty Muni Bnd 0.0%
Value ($000) $11 Shares 226 Est. Cost $49.80 Unrealized
ASX ASE Tech 0.0%
Value ($000) $11 Shares 1,191 Est. Cost $9.41 Unrealized
MSM Msc Indl Direct Co Inc Cl A 0.0%
Value ($000) $11 Shares 110 Est. Cost $98.69 Unrealized +0.3%
PBR/A Petroleo Brasileiro ADR 0.0%
Value ($000) $11 Shares 721 Est. Cost $8.93 Unrealized
VTRS Viatris INC CORP COMMON 0.0%
Value ($000) $11 Shares 1,007 Est. Cost $11.68 Unrealized -25.6%
DLS Wisdomtree International Smallcap Dividend Fund 0.0%
Value ($000) $11 Shares 170 Est. Cost $57.47 Unrealized
WCC Wesco International Inc 0.0%
Value ($000) $11 Shares 62 Est. Cost $146.77 Unrealized 0.0%
GRFS Grifols SA 0.0%
Value ($000) $11 Shares 916 Est. Cost $12.03 Unrealized
FNX First Trust Portfolios Mid Cap 0.0%
Value ($000) $10 Shares 100 Est. Cost $0.09 Unrealized
DON Wisdomtree US Midcap Dividend Fund Etf 0.0%
Value ($000) $10 Shares 224 Est. Cost $0.04 Unrealized
RF Regions Financial Corp 0.0%
Value ($000) $10 Shares 528 Est. Cost $11.89 Unrealized +26.5%
OLN Olin Corp Common Par $1 0.0%
Value ($000) $10 Shares 187 Est. Cost $46.48 Unrealized -2.4%
RNR Renaissance Holdings 0.0%
Value ($000) $10 Shares 51 Est. Cost $192.38 Unrealized +8.1%
MRNA Moderna 0.0%
Value ($000) $10 Shares 100 Est. Cost $144.91 Unrealized -42.0%
WPP WPP PLC Sponsored 0.0%
Value ($000) $10 Shares 209 Est. Cost $59.54 Unrealized
ZG Zillow Group Inc A 0.0%
Value ($000) $10 Shares 175 Est. Cost $42.83 Unrealized 0.0%
VUSB Vanguard Ultra Short Bond ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
TTD Trade Desk INC CLASS A CORP COMMON 0.0%
Value ($000) $10 Shares 136 Est. Cost $62.08 Unrealized +18.4%
TRP Tc Energy Corp COMMON 0.0%
Value ($000) $10 Shares 250 Est. Cost $34.32 Unrealized -3.9%
BK Bank New York Mellon Corp 0.0%
Value ($000) $10 Shares 187 Est. Cost $37.48 Unrealized +16.5%
OGS One Gas Inc Com 0.0%
Value ($000) $10 Shares 150 Est. Cost $64.84 Unrealized -2.6%
HUBB Hubbell INC CORP COMMON 0.0%
Value ($000) $10 Shares 29 Est. Cost $159.48 Unrealized +83.3%
URBN Urban Outfitters Inc Com 0.0%
Value ($000) $9 Shares 266 Est. Cost $37.39 Unrealized -6.9%
ZUORA INC 0.0%
Value ($000) $9 Shares 1,009 Est. Cost $9.88 Unrealized
CATALENT INC COM 0.0%
Value ($000) $9 Shares 211 Est. Cost $62.00 Unrealized
SU Suncor Energy Inc New Com 0.0%
Value ($000) $9 Shares 294 Est. Cost $24.13 Unrealized +25.8%
ICOW Pacer Developed Markets International Cash Cws 100 Devlp Mrt Intr Csh Cw Etf 0.0%
Value ($000) $9 Shares 300 Est. Cost $31.24 Unrealized
MLKN MillerKnoll Inc 0.0%
Value ($000) $9 Shares 348 Est. Cost $30.40 Unrealized -21.9%
CRTO Criteo SA 0.0%
Value ($000) $9 Shares 366 Est. Cost $15.74 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $9 Shares 56 Est. Cost $140.86 Unrealized +3.5%
RDY Dr. Reddy's Laboratories LTD 0.0%
Value ($000) $9 Shares 130 Est. Cost $69.58 Unrealized
MBC Masterbrand INC CORP COMMON 0.0%
Value ($000) $9 Shares 600 Est. Cost $8.19 Unrealized +56.5%
CX Cemex Sab De Cv ADR Rep 10 Par 0.0%
Value ($000) $9 Shares 1,135 Est. Cost $6.29 Unrealized
Wns Holdings LTD ADR 0.0%
Value ($000) $9 Shares 139 Est. Cost $79.14 Unrealized
EB EVENTBRITE INC COM CL A 0.0%
Value ($000) $9 Shares 1,049 Est. Cost $8.25 Unrealized -1.9%
UHAL U-Haul Holding Co 0.0%
Value ($000) $9 Shares 121 Est. Cost $58.35 Unrealized -2.8%
Lam Research Corp 0.0%
Value ($000) $9 Shares 11 Est. Cost $344.83 Unrealized
ORANY Orange SA 0.0%
Value ($000) $9 Shares 747 Est. Cost $11.91 Unrealized
E ENI SPA 0.0%
Value ($000) $9 Shares 251 Est. Cost $30.96 Unrealized
USHY Ishares Broad Usd High Yield Corporate Bond Etf Hg Yld Crp Bnd 0.0%
Value ($000) $9 Shares 234 Est. Cost $34.07 Unrealized
Hanesbrands Inc Com 0.0%
Value ($000) $8 Shares 1,900 Est. Cost $12.63 Unrealized
MGM MGM Resorts Intl 0.0%
Value ($000) $8 Shares 189 Est. Cost $39.23 Unrealized 0.0%
John Hancock Premium Dividend Fund 0.0%
Value ($000) $8 Shares 788 Est. Cost $16.50 Unrealized
FANG Diamondback Energy Inc 0.0%
Value ($000) $8 Shares 54 Est. Cost $88.06 Unrealized +63.9%
LNT Alliant Energy Corp Com 0.0%
Value ($000) $8 Shares 160 Est. Cost $50.02 Unrealized -7.1%
PPL PPL Corp Com 0.0%
Value ($000) $8 Shares 300 Est. Cost $24.04 Unrealized -1.9%
NI Nisource Inc Com 0.0%
Value ($000) $8 Shares 301 Est. Cost $24.99 Unrealized -3.8%
VVV Valvoline Inc 0.0%
Value ($000) $8 Shares 212 Est. Cost $33.40 Unrealized +0.3%
EMLC Vaneck Vectors ETF 0.0%
Value ($000) $8 Shares 312 Est. Cost $29.71 Unrealized
DGX Quest Diagnostics Inc Common 0.0%
Value ($000) $8 Shares 57 Est. Cost $112.12 Unrealized +12.6%
HII Huntington Ingalls Industries 0.0%
Value ($000) $8 Shares 30 Est. Cost $193.81 Unrealized +14.8%
HZO Marinemax Inc 0.0%
Value ($000) $8 Shares 200 Est. Cost $34.77 Unrealized -8.9%
OIH Vaneck Vectors Oil Services ETF 0.0%
Value ($000) $8 Shares 25 Est. Cost $80.73 Unrealized
NNN National Retail Properties Icom 0.0%
Value ($000) $8 Shares 179 Est. Cost $43.73 Unrealized
BAM Brookfield Asset Management Ltd Mngmt CLASS A CORP COMMON 0.0%
Value ($000) $8 Shares 187 Est. Cost $30.29 Unrealized +3.8%
VSAT Viasat Inc 0.0%
Value ($000) $7 Shares 265 Est. Cost $48.42 Unrealized -56.8%
PNW Pinnacle West Cap Corp Common 0.0%
Value ($000) $7 Shares 103 Est. Cost $62.43 Unrealized +7.6%
PEG Public Svc Enterprise Group Com 0.0%
Value ($000) $7 Shares 121 Est. Cost $44.80 Unrealized +27.9%
MUFG Mitsubishi Ufj Financial Group INC Fncl Grp Ads Rep CORP COMMON 0.0%
Value ($000) $7 Shares 857 Est. Cost $5.69 Unrealized
OEF iShares Tr Index S&P 100 Idx FD 0.0%
Value ($000) $7 Shares 33 Est. Cost $207.06 Unrealized
REGL Proshares S&p Midcap 400 Dividend Aristocrats Etf Prshrs Mdcp Dvd Arstcrts 0.0%
Value ($000) $7 Shares 100 Est. Cost $66.74 Unrealized
LDOS Leidos Holdings INC CORP COMMON 0.0%
Value ($000) $7 Shares 66 Est. Cost $91.68 Unrealized +8.5%
ULTA Ulta Beauty INC CORP COMMON 0.0%
Value ($000) $7 Shares 14 Est. Cost $421.81 Unrealized 0.0%
RHI Robert Half INC CORP COMMON 0.0%
Value ($000) $7 Shares 77 Est. Cost $52.41 Unrealized +51.7%
TRIP Tripadvisor Inc 0.0%
Value ($000) $7 Shares 313 Est. Cost $43.41 Unrealized -59.6%
IVOV Vanguard S&P Mid-Cap 400 Value Index ETF 0.0%
Value ($000) $7 Shares 76 Est. Cost $83.19 Unrealized
POST Post Hldgs Inc Com 0.0%
Value ($000) $7 Shares 75 Est. Cost $69.97 Unrealized +21.3%
AIA iShares S&P Asia 50 0.0%
Value ($000) $7 Shares 113 Est. Cost $51.28 Unrealized
BCS Barclays Plc ADR Rep 4 CORP COMMON 0.0%
Value ($000) $7 Shares 827 Est. Cost $9.25 Unrealized
BLDR Builders Firstsource Inc 0.0%
Value ($000) $7 Shares 39 Est. Cost $105.37 Unrealized +26.1%
SPIB Spdr Portfolio Intermediate Term Corporate Bd Etf Intrmdt Trm Crprate Bnd 0.0%
Value ($000) $6 Shares 192 Est. Cost $31.45 Unrealized
TFLO iShares Treasury Floating Rate Bond ETF 0.0%
Value ($000) $6 Shares 123 Est. Cost $45.78 Unrealized
ARES Ares Management Corp 0.0%
Value ($000) $6 Shares 52 Est. Cost $102.46 Unrealized 0.0%
FNF Fidelity National Financial Inc 0.0%
Value ($000) $6 Shares 117 Est. Cost $38.35 Unrealized +1.2%
EES WisdomTree U.S. Smallcap Earnings Fund 0.0%
Value ($000) $6 Shares 119 Est. Cost $49.82 Unrealized
WSC Willscot Mobile Mini Holdings Corp 0.0%
Value ($000) $6 Shares 133 Est. Cost $40.42 Unrealized 0.0%
MHK Mohawk Industries Inc 0.0%
Value ($000) $6 Shares 57 Est. Cost $136.17 Unrealized -35.7%
VNT Vontier Corp COMMON 0.0%
Value ($000) $6 Shares 170 Est. Cost $27.12 Unrealized +20.0%
OGE OGE Energy Inc 0.0%
Value ($000) $6 Shares 167 Est. Cost $37.38 Unrealized -7.7%
BBJP JPMORGAN Betabuilders Japan Etf 0.0%
Value ($000) $6 Shares 111 Est. Cost $44.21 Unrealized
BWA Borgwarner Inc Com 0.0%
Value ($000) $6 Shares 162 Est. Cost $34.62 Unrealized 0.0%
HBAN Huntington Bancshares INC Corp 0.0%
Value ($000) $6 Shares 452 Est. Cost $9.98 Unrealized 0.0%
LBRDK Liberty Broadbank Corp Ser C 0.0%
Value ($000) $6 Shares 71 Est. Cost $134.82 Unrealized -41.7%
ALLE Allegion PLC 0.0%
Value ($000) $6 Shares 45 Est. Cost $103.25 Unrealized +0.9%
TECK Teck Resources Ltd CLASS B CORP COMMON 0.0%
Value ($000) $6 Shares 134 Est. Cost $38.40 Unrealized 0.0%
SPEM Spdr Portfolio Emerging Markets Etf Index Shares Emerg Markt 0.0%
Value ($000) $6 Shares 157 Est. Cost $39.44 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC 0.0%
Value ($000) $5 Shares 34 Est. Cost $149.20 Unrealized 0.0%
QQQJ Invesco Nasdaq Next Gen 100 Etf 0.0%
Value ($000) $5 Shares 200 Est. Cost $30.00 Unrealized
CRSP CRISPR THERAPEUTICS AG COM CHF0.03 0.0%
Value ($000) $5 Shares 86 Est. Cost $48.57 Unrealized +13.3%
SSNC Ss&c Technologies Holdings INC Ss And C CORP COMMON 0.0%
Value ($000) $5 Shares 88 Est. Cost $66.04 Unrealized -17.3%
BTU Peabody Energy Corp 0.0%
Value ($000) $5 Shares 221 Est. Cost $23.39 Unrealized 0.0%
GPK Graphic Packaging Holding Company 0.0%
Value ($000) $5 Shares 218 Est. Cost $20.24 Unrealized +10.7%
VYMI Vanguard Internatl High Div Yield Index Fund Internatnl Hgh Yld Etf 0.0%
Value ($000) $5 Shares 80 Est. Cost $19.40 Unrealized
ALLY Ally Financial Inc 0.0%
Value ($000) $5 Shares 152 Est. Cost $33.60 Unrealized -22.8%
VLUE iShares MSCI USA Value Factor ETF 0.0%
Value ($000) $5 Shares 52 Est. Cost $90.81 Unrealized
NWSA Newscorp LLC Shares Class A 0.0%
Value ($000) $5 Shares 214 Est. Cost $17.29 Unrealized +23.8%
SHAK Shake Shack Inc Cl A 0.0%
Value ($000) $5 Shares 70 Est. Cost $34.56 Unrealized +77.4%
VST Vistra Corp COMMON 0.0%
Value ($000) $5 Shares 134 Est. Cost $20.62 Unrealized +65.2%
ENIC Enel Chile S.A. 0.0%
Value ($000) $5 Shares 1,586 Est. Cost $2.89 Unrealized
VWOB Vanguard Emerging Markets Govt Bd Idx Markt Bnd Etf 0.0%
Value ($000) $5 Shares 80 Est. Cost $81.08 Unrealized
MNDY Monday.com LTD Ordinary Shares 0.0%
Value ($000) $5 Shares 27 Est. Cost $160.98 Unrealized 0.0%
F Ford Mtr Co Del Com Par $0.01 0.0%
Value ($000) $5 Shares 400 Est. Cost $8.75 Unrealized +10.0%
PRGO Perrigo Co LTD Shrs 0.0%
Value ($000) $5 Shares 149 Est. Cost $37.48 Unrealized -20.3%
XMMO Invesco S And P Midcap Momentum Etf Momntm 0.0%
Value ($000) $5 Shares 53 Est. Cost $77.70 Unrealized
UGP Ultrapar Participacoes SA ADR 0.0%
Value ($000) $5 Shares 878 Est. Cost $5.42 Unrealized
FEZ SPDR Euro Stoxx 50 Fund 0.0%
Value ($000) $5 Shares 97 Est. Cost $36.29 Unrealized
PAVE Global X US Infrastructure Development Etf Infra Dvlpmnt 0.0%
Value ($000) $5 Shares 134 Est. Cost $32.25 Unrealized
JOYY Joyy Inc ADR 0.0%
Value ($000) $5 Shares 116 Est. Cost $39.70 Unrealized
URA Global X Uranium ETF 0.0%
Value ($000) $5 Shares 166 Est. Cost $27.04 Unrealized
WHR Whirlpool Corp Com 0.0%
Value ($000) $5 Shares 37 Est. Cost $116.51 Unrealized 0.0%
CPB Campbell Soup Co Com 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.83 Unrealized +3.4%
FCNCA First Citizens Bancshares Inc Class A 0.0%
Value ($000) $4 Shares 3 Est. Cost $768.01 Unrealized +81.3%
NBIS Yandex Nv CLASS A CORP COMMON 0.0%
Value ($000) $4 Shares 223 Est. Cost $38.02 Unrealized
REDFIN CORP 0.0%
Value ($000) $4 Shares 404 Est. Cost $9.06 Unrealized
VTWO Vanguard Russell 2000 Index ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $82.01 Unrealized
KSS Kohls Corp Com 0.0%
Value ($000) $4 Shares 140 Est. Cost $54.01 Unrealized -56.6%
EXC Exelon Corp Com 0.0%
Value ($000) $4 Shares 111 Est. Cost $35.95 Unrealized -1.2%
JMST JPMORGAN Ultra-short Municipal Income Etf Ultra Shrt Muncipl Incm 0.0%
Value ($000) $4 Shares 78 Est. Cost $50.79 Unrealized
FLBR Franklin Templeton ETF TR SHS 0.0%
Value ($000) $4 Shares 188 Est. Cost $18.57 Unrealized
IAC IAC/InteractiveCorp 0.0%
Value ($000) $4 Shares 75 Est. Cost $78.47 Unrealized -50.1%
SHG Shinhan Financial 0.0%
Value ($000) $4 Shares 127 Est. Cost $29.79 Unrealized
HR Healthcare Com CL A 0.0%
Value ($000) $4 Shares 225 Est. Cost $0.02 Unrealized
ACGL Arch Capital Group Ltd 0.0%
Value ($000) $4 Shares 51 Est. Cost $44.21 Unrealized +75.8%
EMBC Embecta Corp 0.0%
Value ($000) $4 Shares 200 Est. Cost $18.97 Unrealized -21.2%
ADPT ADAPTIVE BIOTECHNOLOGIES CORP COM 0.0%
Value ($000) $4 Shares 772 Est. Cost $8.82 Unrealized -48.2%
XSVM Invesco S&p Smallcap Value With Momentum Etf S And P Smlcp Vl 0.0%
Value ($000) $4 Shares 69 Est. Cost $48.14 Unrealized
CIG CIA Energetica de Minas Gerais - CEMIG ADR 0.0%
Value ($000) $4 Shares 1,567 Est. Cost $2.32 Unrealized
KRNT KORNIT DIGITAL LTD 0.0%
Value ($000) $3 Shares 174 Est. Cost $22.56 Unrealized -23.2%
EWC iShares MSCI CDA Indx 0.0%
Value ($000) $3 Shares 90 Est. Cost $30.91 Unrealized
ORI Old Rep Intl Corp Com 0.0%
Value ($000) $3 Shares 111 Est. Cost $19.28 Unrealized +21.8%
JBGS JBG Smith Properties 0.0%
Value ($000) $3 Shares 191 Est. Cost $30.98 Unrealized
ILF IShares Latin America 40 ETF 0.0%
Value ($000) $3 Shares 111 Est. Cost $29.06 Unrealized
Invesco Quality Municipal 0.0%
Value ($000) $3 Shares 339 Est. Cost $11.80 Unrealized
HRL Hormel Foods Corp Common 0.0%
Value ($000) $3 Shares 100 Est. Cost $35.69 Unrealized -15.4%
LPX Louisiana-pac Corp Common 0.0%
Value ($000) $3 Shares 44 Est. Cost $68.95 Unrealized -13.4%
MRVI MARAVAI LIFESCIENCES HOLDINGS INC 0.0%
Value ($000) $3 Shares 474 Est. Cost $14.36 Unrealized -55.0%
FOXA Fox Corp CLASS A COMMON 0.0%
Value ($000) $3 Shares 104 Est. Cost $38.56 Unrealized -23.5%
INFY Infosys LTD ADR 0.0%
Value ($000) $3 Shares 167 Est. Cost $18.38 Unrealized
KBWB Invesco Kbw Bank Etf Invsc 0.0%
Value ($000) $3 Shares 62 Est. Cost $49.19 Unrealized
SPHB Invesco S&p 500 High Beta Etf Invsc S P 0.0%
Value ($000) $3 Shares 37 Est. Cost $76.38 Unrealized
SKM Sk Telecom Ltd. Sponsored ADR 0.0%
Value ($000) $3 Shares 140 Est. Cost $21.40 Unrealized
MOMO Hello Group Inc ADR 0.0%
Value ($000) $3 Shares 423 Est. Cost $6.95 Unrealized
Cyberark Software Ltd Cyber Ark CORP COMMON 0.0%
Value ($000) $3 Shares 13 Est. Cost $219.08 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $3 Shares 20 Est. Cost $141.45 Unrealized -16.3%
DINO HF Sinclair Corp 0.0%
Value ($000) $3 Shares 51 Est. Cost $45.96 Unrealized +8.1%
AVDV Avantis International Small Cap Value Etf Internatnl Sml CP Vl 0.0%
Value ($000) $3 Shares 45 Est. Cost $0.07 Unrealized
ATHM AutoHome Inc ADR 0.0%
Value ($000) $3 Shares 100 Est. Cost $28.06 Unrealized
LUV Southwest Airls Co Com 0.0%
Value ($000) $3 Shares 96 Est. Cost $48.32 Unrealized -48.8%
XLRE Select Sector Spdr Tr Real Estate Select Sectorspdr Fund 0.0%
Value ($000) $3 Shares 67 Est. Cost $29.85 Unrealized
BEAM BEAM THERAPEUTICS INC COM 0.0%
Value ($000) $3 Shares 97 Est. Cost $39.47 Unrealized -37.1%
GLPI Gaming and Leisure Properties Inc 0.0%
Value ($000) $3 Shares 53 Est. Cost $37.74 Unrealized
FIS Fidelity National Information Services INC Informatn Svcs CORP COMMON 0.0%
Value ($000) $3 Shares 42 Est. Cost $57.63 Unrealized -9.2%
KT KT Corp 0.0%
Value ($000) $2 Shares 177 Est. Cost $12.81 Unrealized
VOD Vodafone Group PLC New Spnsr ADR No Par 0.0%
Value ($000) $2 Shares 272 Est. Cost $22.15 Unrealized
TSN Tyson Foods Inc Cl A 0.0%
Value ($000) $2 Shares 44 Est. Cost $49.57 Unrealized -9.1%
WDS Woodside Energy Group LTD 0.0%
Value ($000) $2 Shares 108 Est. Cost $21.28 Unrealized
OGN Organon & Co 0.0%
Value ($000) $2 Shares 158 Est. Cost $27.48 Unrealized -55.1%
AVDE Avantis International Equity Etf 0.0%
Value ($000) $2 Shares 35 Est. Cost $55.00 Unrealized
JAZZ Jazz Pharmaceuticals PLC 0.0%
Value ($000) $2 Shares 17 Est. Cost $129.27 Unrealized -3.5%
NFG National Fuel Gas Co. 0.0%
Value ($000) $2 Shares 39 Est. Cost $55.50 Unrealized -7.0%
MOS Mosaic Co New Com 0.0%
Value ($000) $2 Shares 54 Est. Cost $45.38 Unrealized -27.1%
ROST Ross Stores Inc Com 0.0%
Value ($000) $2 Shares 13 Est. Cost $91.07 Unrealized +33.7%
KN Knowles Corporation 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.28 Unrealized -15.0%
XRAY Dentsply Sirona Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.19 Unrealized -47.3%
AAP Advance Auto Parts Inc 0.0%
Value ($000) $2 Shares 28 Est. Cost $114.88 Unrealized -54.5%
ATI Allegheny Technologies Inc 0.0%
Value ($000) $2 Shares 34 Est. Cost $16.25 Unrealized +155.5%
TAP Molson Coors Brewing Co Cl B 0.0%
Value ($000) $2 Shares 25 Est. Cost $55.95 Unrealized 0.0%
MFG Mizuho Financial Group 0.0%
Value ($000) $2 Shares 444 Est. Cost $3.44 Unrealized
EQT Eqt Corp Common 0.0%
Value ($000) $2 Shares 39 Est. Cost $22.99 Unrealized +70.9%
Championx Corp COMMON 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
CNH CNH Industries NV 0.0%
Value ($000) $1 Shares 117 Est. Cost $13.98 Unrealized -24.7%
OPTU Altice USA Inc 0.0%
Value ($000) $1 Shares 357 Est. Cost $13.36 Unrealized -80.4%
DISH Network Corp Cl A 0.0%
Value ($000) $1 Shares 189 Est. Cost $23.35 Unrealized
ONL Orion Office REIT Inc 0.0%
Value ($000) $1 Shares 160 Est. Cost $12.50 Unrealized
BHF Brighthouse Finl Inc Common 0.0%
Value ($000) $1 Shares 17 Est. Cost $39.02 Unrealized +27.3%
GNL Global Net Lease Inc 0.0%
Value ($000) $1 Shares 89 Est. Cost $9.59 Unrealized
NE Noble Corporation PLC 0.0%
Value ($000) $1 Shares 16 Est. Cost $41.21 Unrealized 0.0%
BIL Spdr Bloomberg 1-3 Month T-bill Etf 1 3 Mnth T Bll 0.0%
Value ($000) $1 Shares 8 Est. Cost $0.09 Unrealized
ASIX Advansix INC CORP COMMON 0.0%
Value ($000) $1 Shares 20 Est. Cost $25.37 Unrealized +3.3%
AA Alcoa Corp Common 0.0%
Value ($000) $0 Shares 13 Est. Cost $30.43 Unrealized -13.3%
LEN/B Lennar Corp Class B 0.0%
Value ($000) $0 Shares 2 Est. Cost $29.64 Unrealized +252.8%