Pinnacle Bancorp, Inc. Diversified Active

CIK: 0001703383 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 23, 2025

Total Value ($000): $306,732 (100.0% shares, 0.0% debt)

Holdings (898)

BRK/A Berkshire Hathaway Inc Del Cl A 9.4%
Value ($000) $28,744 Shares 36 Est. Cost $335558.12 Unrealized +117.3%
VOO Vanguard 500 Index Fund ETF 5.9%
Value ($000) $18,126 Shares 35,271 Est. Cost $408.36 Unrealized
MSFT Microsoft Corp Com 2.8%
Value ($000) $8,507 Shares 22,661 Est. Cost $141.26 Unrealized +186.8%
BRK/B Berkshire Hathaway Inc Del Cl B New 2.6%
Value ($000) $8,107 Shares 15,222 Est. Cost $227.92 Unrealized +113.3%
AAPL Apple Computer Inc Com 2.3%
Value ($000) $7,198 Shares 32,405 Est. Cost $93.10 Unrealized +147.9%
IJH iShares Tr Midcap Index FD 2.3%
Value ($000) $7,062 Shares 121,029 Est. Cost $82.31 Unrealized
IVV iShares Tr S&P 500 Index 1.7%
Value ($000) $5,323 Shares 9,474 Est. Cost $405.29 Unrealized
SPY SPDR Tr Unit Ser 1 1.7%
Value ($000) $5,230 Shares 9,349 Est. Cost $270.78 Unrealized
AMZN Amazon Com Inc 1.7%
Value ($000) $5,147 Shares 27,055 Est. Cost $132.37 Unrealized +63.9%
COST Costco Whsl Corp New Com 1.6%
Value ($000) $5,059 Shares 5,349 Est. Cost $404.52 Unrealized +139.9%
JPM JP Morgan Chase & Co Com 1.6%
Value ($000) $4,978 Shares 20,293 Est. Cost $140.23 Unrealized +78.9%
V VISA Inc Class A Shares 1.6%
Value ($000) $4,969 Shares 14,180 Est. Cost $193.57 Unrealized +73.8%
EFA iShares Tr MSCI Eafe Idx 1.6%
Value ($000) $4,836 Shares 59,167 Est. Cost $68.02 Unrealized
LLY Eli Lilly & Co Com 1.4%
Value ($000) $4,381 Shares 5,304 Est. Cost $127.62 Unrealized +547.8%
IVE iShares S&P 500 Barra Value 1.4%
Value ($000) $4,189 Shares 21,981 Est. Cost $106.08 Unrealized
BND Vanguard Total Bond Mkt 1.3%
Value ($000) $4,069 Shares 55,401 Est. Cost $74.01 Unrealized
META Meta Platforms Inc Ordinary Shares - Class A 1.2%
Value ($000) $3,762 Shares 6,527 Est. Cost $346.46 Unrealized +85.7%
MGV Vanguard Mega Cap 300 Value 1.1%
Value ($000) $3,286 Shares 25,505 Est. Cost $96.79 Unrealized
MGK Vanguard Mega Cap 300 Grwth 1.0%
Value ($000) $3,195 Shares 10,344 Est. Cost $192.63 Unrealized
VIG Vanguard Div Appreciation 1.0%
Value ($000) $3,173 Shares 16,356 Est. Cost $105.60 Unrealized
GOOGL Alphabet Inc Class A 1.0%
Value ($000) $3,154 Shares 20,395 Est. Cost $109.23 Unrealized +65.4%
VTI Vanguard Ttl Stk Mkt ETF 0.9%
Value ($000) $2,836 Shares 10,318 Est. Cost $151.59 Unrealized
PG Procter & Gamble Co 0.9%
Value ($000) $2,808 Shares 16,479 Est. Cost $82.11 Unrealized +99.7%
VWO Vanguard Emerging Mkts ETF 0.9%
Value ($000) $2,739 Shares 60,526 Est. Cost $38.00 Unrealized
GOOG Alphabet Inc Class C 0.9%
Value ($000) $2,719 Shares 17,404 Est. Cost $121.98 Unrealized +49.6%
JNJ Johnson & Johnson Com 0.9%
Value ($000) $2,714 Shares 16,364 Est. Cost $105.24 Unrealized +44.9%
ABBV Abbvie Inc Com 0.9%
Value ($000) $2,614 Shares 12,474 Est. Cost $55.43 Unrealized +241.7%
IJR iShares Tr S&P Smallcap 600 Index Fund 0.8%
Value ($000) $2,372 Shares 22,686 Est. Cost $79.40 Unrealized
SUB Ishares Tr Short-term Natl Mun Bd Etffd 0.7%
Value ($000) $2,250 Shares 21,304 Est. Cost $105.42 Unrealized
VGSH Vanguard Group, Inc. Short-Term Treasury Etf 0.7%
Value ($000) $2,174 Shares 37,043 Est. Cost $48.99 Unrealized
IEFA iShares Core MSCI Eafe ETF 0.7%
Value ($000) $2,125 Shares 28,095 Est. Cost $66.24 Unrealized
IJJ iShares 400/Barra Value 0.7%
Value ($000) $2,014 Shares 16,825 Est. Cost $119.09 Unrealized
MCD McDonalds Corp Com 0.6%
Value ($000) $1,967 Shares 6,298 Est. Cost $139.70 Unrealized +109.7%
CVX Chevrontexaco Corp Com 0.6%
Value ($000) $1,945 Shares 11,626 Est. Cost $82.53 Unrealized +82.3%
VUG Vanguard Index Fds Growth ETF 0.6%
Value ($000) $1,931 Shares 5,207 Est. Cost $176.31 Unrealized
BAC Bank of America Corporation Com 0.6%
Value ($000) $1,898 Shares 45,488 Est. Cost $29.84 Unrealized +46.2%
VTEB Vanguard Tax-exempt Bond Index Fund Muni Bnd Tax Exempt Etf 0.6%
Value ($000) $1,864 Shares 37,557 Est. Cost $44.60 Unrealized
WFC Wells Fargo & Co New Com 0.6%
Value ($000) $1,845 Shares 25,706 Est. Cost $49.53 Unrealized +48.8%
QQQ Invesco Qqq Trust Series 1 Invsc Srs Etf 0.6%
Value ($000) $1,770 Shares 3,775 Est. Cost $284.43 Unrealized
DVY iShares Dow Jones Sel Index 0.5%
Value ($000) $1,582 Shares 11,781 Est. Cost $86.49 Unrealized
AGG iShares US Aggregate Bd Fund ETF 0.5%
Value ($000) $1,563 Shares 15,805 Est. Cost $96.84 Unrealized
VGIT Vanguard Intermediate Term Treas Index 0.5%
Value ($000) $1,537 Shares 25,883 Est. Cost $58.92 Unrealized
IVW iShares S&P 500/Barra Grwth 0.5%
Value ($000) $1,496 Shares 16,119 Est. Cost $89.69 Unrealized
VCSH Vanguard Scottsdale Funds Short-Term Corp Bd 0.4%
Value ($000) $1,365 Shares 17,287 Est. Cost $67.93 Unrealized
UNH Unitedhealth Group Inc Com 0.4%
Value ($000) $1,174 Shares 2,241 Est. Cost $272.34 Unrealized +83.4%
MUB iShares S&P Nat Muni Bond Fund 0.4%
Value ($000) $1,165 Shares 11,046 Est. Cost $33.61 Unrealized
DFAS DFA Tax-Mng US Sml Cap ETF 0.4%
Value ($000) $1,143 Shares 19,129 Est. Cost $46.34 Unrealized
PEP Pepsico Inc Com 0.4%
Value ($000) $1,132 Shares 7,548 Est. Cost $100.71 Unrealized +42.5%
DBEF Deutsche X-Trackers MSCI Eafe Hedged Equity ETF 0.4%
Value ($000) $1,122 Shares 25,922 Est. Cost $28.80 Unrealized
IWM iShares Tr Russell 2000 X FD 0.4%
Value ($000) $1,101 Shares 5,520 Est. Cost $149.27 Unrealized
ILCG iShares Tr Large Grwth 0.4%
Value ($000) $1,094 Shares 13,505 Est. Cost $84.83 Unrealized
VOOG Vanguard 500 Grwth Index Fund #3341 0.4%
Value ($000) $1,091 Shares 3,262 Est. Cost $329.23 Unrealized
KO Coca Cola Co Com 0.4%
Value ($000) $1,077 Shares 15,044 Est. Cost $40.58 Unrealized +60.1%
CSCO Cisco Sys Inc Com 0.3%
Value ($000) $1,068 Shares 17,299 Est. Cost $27.15 Unrealized +121.4%
GLD SPDR Gold Trust Gold Shs 0.3%
Value ($000) $1,059 Shares 3,676 Est. Cost $171.69 Unrealized
VTV Vanguard Value ETF 0.3%
Value ($000) $1,052 Shares 6,091 Est. Cost $121.29 Unrealized
HON Honeywell Intl Inc Com 0.3%
Value ($000) $991 Shares 4,678 Est. Cost $147.61 Unrealized +34.4%
ACN Accenture PLC Ireland Shs Class A 0.3%
Value ($000) $986 Shares 3,159 Est. Cost $163.86 Unrealized +113.3%
SCHP Schwab Strategic Trust U.S. Tips Etf 0.3%
Value ($000) $944 Shares 35,103 Est. Cost $33.20 Unrealized
MBB iShares Tr MBS ETF 0.3%
Value ($000) $923 Shares 9,841 Est. Cost $92.92 Unrealized
BLK Blackrock Inc New 0.3%
Value ($000) $914 Shares 966 Est. Cost $991.05 Unrealized -2.9%
ADP Automatic Data Processing Incom 0.3%
Value ($000) $914 Shares 2,990 Est. Cost $84.40 Unrealized +250.0%
SCHD Schwab Strategic Tr US Dividend Eq 0.3%
Value ($000) $910 Shares 32,529 Est. Cost $39.32 Unrealized
VNQ Vanguard Sector Index Fds 0.3%
Value ($000) $907 Shares 10,018 Est. Cost $71.59 Unrealized
WMT Wal Mart Stores Inc Com 0.3%
Value ($000) $902 Shares 10,274 Est. Cost $49.53 Unrealized +87.7%
TRV Travelers Cos (St Paul Cos) 0.3%
Value ($000) $864 Shares 3,268 Est. Cost $99.32 Unrealized +147.1%
LOW Lowes Cos Inc Com 0.3%
Value ($000) $864 Shares 3,705 Est. Cost $81.73 Unrealized +196.2%
VEA Vanguard FTSE Developed Markets 0.3%
Value ($000) $854 Shares 16,806 Est. Cost $40.29 Unrealized
DGRO Blackrock Institutional Trust Company N.A. Ishares Core Dividend Growth Etf 0.3%
Value ($000) $840 Shares 13,604 Est. Cost $52.09 Unrealized
VOE Vanguard Group, Inc. Mid-Cap Value Etf 0.3%
Value ($000) $821 Shares 5,115 Est. Cost $137.56 Unrealized
SPSB SPDR Barclarys Short-Term Corporate Bond FD 0.3%
Value ($000) $810 Shares 26,911 Est. Cost $29.22 Unrealized
UNP Union Pac Corp Com 0.3%
Value ($000) $798 Shares 3,378 Est. Cost $184.16 Unrealized +27.9%
ABT Abbott Labs Com 0.3%
Value ($000) $798 Shares 6,015 Est. Cost $43.90 Unrealized +185.9%
DFAT DFA Tax Managed US Targeted Value Fund ETF 0.3%
Value ($000) $793 Shares 15,399 Est. Cost $34.10 Unrealized
XOM Exxon Mobil Corp Com 0.2%
Value ($000) $766 Shares 6,440 Est. Cost $63.35 Unrealized +69.2%
IEMG iShares Core MSCI Emerging Markets ETF 0.2%
Value ($000) $757 Shares 14,030 Est. Cost $52.75 Unrealized
EMR Emerson Elec Co Com 0.2%
Value ($000) $750 Shares 6,838 Est. Cost $51.15 Unrealized +132.2%
HYS Pimco Trust 0-5 Yr Exchange 0.2%
Value ($000) $733 Shares 7,831 Est. Cost $96.14 Unrealized
AMT American Tower Corp Class A 0.2%
Value ($000) $703 Shares 3,231 Est. Cost $173.49 Unrealized +9.2%
AFL AFLAC Inc Com 0.2%
Value ($000) $696 Shares 6,262 Est. Cost $38.75 Unrealized +168.6%
HD Home Depot Inc Com 0.2%
Value ($000) $683 Shares 1,864 Est. Cost $157.78 Unrealized +141.3%
VO Vanguard Index Fds Mid Cap ETF 0.2%
Value ($000) $680 Shares 2,631 Est. Cost $196.34 Unrealized
FIXD First Tr Exchange 0.2%
Value ($000) $673 Shares 15,353 Est. Cost $43.31 Unrealized
FYT First Trust Exchange-Traded Fund Iii Small Cap Value Alphadex 0.2%
Value ($000) $667 Shares 13,413 Est. Cost $43.43 Unrealized
CDNS Cadence Design System Inc 0.2%
Value ($000) $667 Shares 2,621 Est. Cost $178.82 Unrealized +55.5%
PAYX Paychex Inc Com 0.2%
Value ($000) $661 Shares 4,283 Est. Cost $49.66 Unrealized +188.3%
MRK Merck & Co Inc New Com 0.2%
Value ($000) $646 Shares 7,195 Est. Cost $74.34 Unrealized +21.2%
IWR iShares Trust Russell Midcap 0.2%
Value ($000) $638 Shares 7,495 Est. Cost $63.77 Unrealized
SPYV Spdr Portfolio S&p 500 Value Etf 0.2%
Value ($000) $629 Shares 12,313 Est. Cost $46.34 Unrealized
LIN Linde Plc CORP COMMON 0.2%
Value ($000) $624 Shares 1,340 Est. Cost $370.95 Unrealized +19.8%
NVDA Nvidia Corp 0.2%
Value ($000) $624 Shares 5,755 Est. Cost $105.58 Unrealized +20.0%
GD General Dynamics Corp Com 0.2%
Value ($000) $618 Shares 2,268 Est. Cost $179.30 Unrealized +42.7%
VOT Vanguard Mid-Cap Growth ETF 0.2%
Value ($000) $617 Shares 2,522 Est. Cost $182.05 Unrealized
IAU Ishares Gold Trust ETF 0.2%
Value ($000) $611 Shares 10,357 Est. Cost $44.40 Unrealized
IBTH Ishares Trust Ibonds Dec 2027 Term Treasury Etf 0.2%
Value ($000) $610 Shares 27,197 Est. Cost $22.38 Unrealized
VZ Verizon Communications Com 0.2%
Value ($000) $606 Shares 13,370 Est. Cost $34.49 Unrealized +14.8%
VOOV Vanguard S & P 500 Value 0.2%
Value ($000) $605 Shares 3,282 Est. Cost $162.48 Unrealized
VTC Vanguard Group, Inc. Total Corporate Bond Etf 0.2%
Value ($000) $588 Shares 7,650 Est. Cost $82.60 Unrealized
IBTG Ishares Trust Ibonds Dec 2026 Term Treasury Etf 0.2%
Value ($000) $583 Shares 25,396 Est. Cost $22.76 Unrealized
MS Morgan Stanley 0.2%
Value ($000) $577 Shares 4,947 Est. Cost $79.03 Unrealized +59.3%
ZTS Zoetis Inc Cl A 0.2%
Value ($000) $577 Shares 3,502 Est. Cost $118.77 Unrealized +38.5%
USB US Bancorp Inc 0.2%
Value ($000) $568 Shares 13,462 Est. Cost $45.20 Unrealized -2.2%
DIS Disney Walt Co Com Disney 0.2%
Value ($000) $556 Shares 5,630 Est. Cost $112.56 Unrealized -5.6%
Ishares Trust Ibonds Dec 2025 Term Treasury Etf 0.2%
Value ($000) $555 Shares 23,765 Est. Cost $23.26 Unrealized
ADBE Adobe Systems Inc 0.2%
Value ($000) $555 Shares 1,447 Est. Cost $339.89 Unrealized +26.2%
EEM iShares-Trks MSCI Mkt X 0.2%
Value ($000) $552 Shares 12,633 Est. Cost $38.96 Unrealized
SCHB Schwab US Broad Market Etf 0.2%
Value ($000) $548 Shares 25,432 Est. Cost $30.01 Unrealized
RTX Raytheon Technologies Corp COMMON 0.2%
Value ($000) $536 Shares 4,044 Est. Cost $84.71 Unrealized +47.3%
ICE Intercontinental Exchange Incom 0.2%
Value ($000) $534 Shares 3,093 Est. Cost $116.80 Unrealized +38.8%
IWS iShares Tr Russell McP Vl 0.2%
Value ($000) $531 Shares 4,215 Est. Cost $91.89 Unrealized
IBM International Business MacHscom 0.2%
Value ($000) $527 Shares 2,119 Est. Cost $113.70 Unrealized +110.6%
CMI Cummins Inc Com 0.2%
Value ($000) $516 Shares 1,645 Est. Cost $183.38 Unrealized +88.7%
BIV Vanguard Intermediate 0.2%
Value ($000) $514 Shares 6,713 Est. Cost $71.09 Unrealized
MMM 3M Co 0.2%
Value ($000) $506 Shares 3,444 Est. Cost $117.93 Unrealized +22.6%
RPV Invesco Capital Management LLC S&p 500 Pure Value Etf 0.2%
Value ($000) $503 Shares 5,443 Est. Cost $6.27 Unrealized
VB Vanguard Small Cap 0.2%
Value ($000) $498 Shares 2,246 Est. Cost $180.63 Unrealized
IEF iShares Lehman 7-10 Yr Index 0.2%
Value ($000) $490 Shares 5,143 Est. Cost $96.06 Unrealized
PFE Pfizer Inc Com 0.2%
Value ($000) $488 Shares 19,260 Est. Cost $25.35 Unrealized -2.5%
QCOM Qualcomm Inc Com 0.2%
Value ($000) $482 Shares 3,136 Est. Cost $69.14 Unrealized +130.9%
AVUV American Century Etf Trust Avantis U.S. Small Cap Value 0.2%
Value ($000) $468 Shares 5,368 Est. Cost $93.79 Unrealized
XLK Select Sector SPDR Tr Sbi Int-Tech 0.2%
Value ($000) $460 Shares 2,230 Est. Cost $78.09 Unrealized
MA Mastercard Inc Cl A 0.1%
Value ($000) $456 Shares 832 Est. Cost $175.23 Unrealized +209.3%
EFV iShares Tr MSCI Eafe Value Index FD 0.1%
Value ($000) $456 Shares 7,729 Est. Cost $48.07 Unrealized
TXN Texas Instruments Inc 0.1%
Value ($000) $455 Shares 2,530 Est. Cost $123.86 Unrealized +47.1%
ED Consolidated Edison Inc Com 0.1%
Value ($000) $443 Shares 4,002 Est. Cost $57.14 Unrealized +66.7%
EFAV Ishares Tr Msci Eafe Minimum Volatilityetf 0.1%
Value ($000) $441 Shares 5,665 Est. Cost $70.89 Unrealized
RSP Invesco Capital Management LLC S&p 500 Equal Weight Etf 0.1%
Value ($000) $433 Shares 2,498 Est. Cost $140.48 Unrealized
CRM Salesforce Com Inc 0.1%
Value ($000) $432 Shares 1,609 Est. Cost $95.75 Unrealized +222.7%
SBUX Starbucks Corp Com 0.1%
Value ($000) $430 Shares 4,386 Est. Cost $68.77 Unrealized +46.8%
XLE Ishare Sector SPDR Energy 0.1%
Value ($000) $430 Shares 4,599 Est. Cost $36.58 Unrealized
MO Altria Group Inc Com 0.1%
Value ($000) $421 Shares 7,019 Est. Cost $37.80 Unrealized +35.0%
PM Philip Morris Intl Inc Com 0.1%
Value ($000) $421 Shares 2,654 Est. Cost $66.87 Unrealized +104.8%
MGC Vanguard Mega Cap 300 ETF 0.1%
Value ($000) $416 Shares 2,068 Est. Cost $200.73 Unrealized
VT Vanguard Total World Stk 0.1%
Value ($000) $412 Shares 3,555 Est. Cost $71.82 Unrealized
CCEP Coca-Cola European Partners PLC, London Shs 0.1%
Value ($000) $409 Shares 4,707 Est. Cost $29.82 Unrealized +166.5%
NVS Novartis A G Sponsored ADR 0.1%
Value ($000) $403 Shares 3,615 Est. Cost $74.34 Unrealized
VBK Vanguard Sm Cap Grwth ETF 0.1%
Value ($000) $398 Shares 1,581 Est. Cost $194.65 Unrealized
TPL Texas Pacific Land Corporation 0.1%
Value ($000) $397 Shares 300 Est. Cost $277.19 Unrealized +59.9%
WM Waste Mgmt Inc Del Com 0.1%
Value ($000) $396 Shares 1,712 Est. Cost $78.22 Unrealized +179.2%
SCHH Schwab U.S. REIT ETF 0.1%
Value ($000) $394 Shares 18,326 Est. Cost $11.75 Unrealized
TMO Thermo Electron Corp Com 0.1%
Value ($000) $394 Shares 792 Est. Cost $366.90 Unrealized +47.1%
TLT Ishares Lehman 20 Year Pls Treasury Bnd Etf 0.1%
Value ($000) $393 Shares 4,322 Est. Cost $91.61 Unrealized
IWF iShares Tr Russell1000grw 0.1%
Value ($000) $393 Shares 1,089 Est. Cost $152.82 Unrealized
SDOG Alps Sector Div. Dogs 0.1%
Value ($000) $389 Shares 6,700 Est. Cost $42.28 Unrealized
VBR Vanguard Sm Cap 0.1%
Value ($000) $389 Shares 2,086 Est. Cost $138.15 Unrealized
PANW Palo Alto Networks Inc. 0.1%
Value ($000) $384 Shares 2,250 Est. Cost $161.65 Unrealized +14.4%
SCHM Schwab US Mid Cap Etf Charles Mc 0.1%
Value ($000) $383 Shares 14,637 Est. Cost $40.87 Unrealized
SO Southern Co Com 0.1%
Value ($000) $371 Shares 4,031 Est. Cost $39.25 Unrealized +114.4%
J Jacobs Solutions INC CORP COMMON 0.1%
Value ($000) $363 Shares 3,005 Est. Cost $103.29 Unrealized +23.6%
VMBS Vanguard Mtg-Backed 0.1%
Value ($000) $363 Shares 7,832 Est. Cost $45.38 Unrealized
AVGO Broadcom Inc 0.1%
Value ($000) $357 Shares 2,132 Est. Cost $162.28 Unrealized +29.3%
ORCL Oracle Corp Com 0.1%
Value ($000) $353 Shares 2,527 Est. Cost $66.87 Unrealized +141.6%
SCHX Schwab US Large Cap 0.1%
Value ($000) $353 Shares 15,972 Est. Cost $34.25 Unrealized
ESGV Vanguard Group, Inc. Esg U.S. Stock Etf 0.1%
Value ($000) $352 Shares 3,595 Est. Cost $64.23 Unrealized
IWD iShares Tr Russell1000val 0.1%
Value ($000) $351 Shares 1,865 Est. Cost $132.51 Unrealized
DE Deere & Co Com 0.1%
Value ($000) $348 Shares 742 Est. Cost $335.80 Unrealized +37.4%
IBTI Ishares Trust Ibonds Dec 2028 Term Treasury Etf 0.1%
Value ($000) $345 Shares 15,492 Est. Cost $22.32 Unrealized
MPC Marathon Pete Corp Com 0.1%
Value ($000) $336 Shares 2,309 Est. Cost $41.62 Unrealized +248.8%
T AT&T Inc Com 0.1%
Value ($000) $334 Shares 11,812 Est. Cost $16.23 Unrealized +50.0%
NOW Servicenow Inc Common 0.1%
Value ($000) $326 Shares 410 Est. Cost $66.03 Unrealized +191.9%
RUNN Strategic Trust Running Oak Efficient Growth Etf 0.1%
Value ($000) $324 Shares 10,000 Est. Cost $31.83 Unrealized
AMAT Applied Matls Inc Com 0.1%
Value ($000) $319 Shares 2,201 Est. Cost $76.06 Unrealized +119.1%
NEE Nextera Energy Inc FPL 0.1%
Value ($000) $309 Shares 4,361 Est. Cost $63.76 Unrealized +7.7%
MDT Medtronic, Inc. 0.1%
Value ($000) $307 Shares 3,412 Est. Cost $75.90 Unrealized +15.2%
SLV I Shares Silver Trust 0.1%
Value ($000) $305 Shares 9,856 Est. Cost $17.75 Unrealized
VMI Valmont Inds Inc Com 0.1%
Value ($000) $304 Shares 1,067 Est. Cost $284.60 Unrealized +14.6%
VXUS Vanguard Group, Inc. Total International Stock Etf 0.1%
Value ($000) $303 Shares 4,885 Est. Cost $37.47 Unrealized
ENB Enbridge Inc Com 0.1%
Value ($000) $302 Shares 6,822 Est. Cost $23.07 Unrealized +79.4%
PSX Phillips 66 Com 0.1%
Value ($000) $302 Shares 2,444 Est. Cost $70.43 Unrealized +69.3%
TDG Transdigm Group Inc Common 0.1%
Value ($000) $293 Shares 212 Est. Cost $618.64 Unrealized +101.7%
SCHG Schwab Strategic Trust U.S. Large-Cap Growth Etf 0.1%
Value ($000) $289 Shares 11,532 Est. Cost $40.47 Unrealized
STIP IShares TR 0-5 YR Tips ETF 0.1%
Value ($000) $283 Shares 2,734 Est. Cost $99.45 Unrealized
DUK Duke Energy Corp New Com New 0.1%
Value ($000) $283 Shares 2,317 Est. Cost $74.38 Unrealized +48.6%
SPHY Spdr Series Trust Portfolio High Yield Bond Etf 0.1%
Value ($000) $281 Shares 11,990 Est. Cost $23.40 Unrealized
MDY Std&Poor Midcap 0.1%
Value ($000) $277 Shares 520 Est. Cost $317.86 Unrealized
SPGI S&p Global Inc Ordinary Shares 0.1%
Value ($000) $275 Shares 542 Est. Cost $353.02 Unrealized +43.8%
ITW Illinois Tool Wks Inc Com 0.1%
Value ($000) $272 Shares 1,096 Est. Cost $106.85 Unrealized +134.6%
SLYV SPDR DJ Wilshire Sm Cap 0.1%
Value ($000) $271 Shares 3,460 Est. Cost $55.86 Unrealized
OKE Oneok Inc New Com 0.1%
Value ($000) $270 Shares 2,718 Est. Cost $49.26 Unrealized +92.8%
PLD Prologis INC Reit 0.1%
Value ($000) $264 Shares 2,359 Est. Cost $95.88 Unrealized +16.7%
UBER Uber Technologies INC CORP COMMON 0.1%
Value ($000) $262 Shares 3,590 Est. Cost $60.89 Unrealized +18.3%
XMLV Invesco S&p Midcap Low Volatility Etf Invsc S P 0.1%
Value ($000) $259 Shares 4,200 Est. Cost $46.24 Unrealized
IUSB Ishares Core Total Usd Bond Market Etf 0.1%
Value ($000) $258 Shares 5,600 Est. Cost $50.72 Unrealized
FVD First Tr Value Line Divid 0.1%
Value ($000) $258 Shares 5,781 Est. Cost $35.59 Unrealized
BSV Vanguard Short Term Bond 0.1%
Value ($000) $255 Shares 3,263 Est. Cost $66.37 Unrealized
CMCSA Comcast 0.1%
Value ($000) $255 Shares 6,899 Est. Cost $34.02 Unrealized +3.0%
LH Laboratory Corp of Amer Hldgs 0.1%
Value ($000) $254 Shares 1,091 Est. Cost $226.47 Unrealized +6.1%
ISRG Intuitive Surgical Inc 0.1%
Value ($000) $253 Shares 511 Est. Cost $252.69 Unrealized +118.8%
ECL Ecolab Inc 0.1%
Value ($000) $250 Shares 985 Est. Cost $129.14 Unrealized +93.3%
JPST J.P.Morgan Investment Management Inc. JPMorgan Ultra-Short Income Etf 0.1%
Value ($000) $249 Shares 4,925 Est. Cost $48.78 Unrealized
XLF Select Sector SPDR Tr Sbi Int-Finl 0.1%
Value ($000) $248 Shares 4,986 Est. Cost $33.74 Unrealized
EOG EOG RES Inc Com 0.1%
Value ($000) $248 Shares 1,935 Est. Cost $76.91 Unrealized +62.7%
GWW Grainger W W Inc Com 0.1%
Value ($000) $247 Shares 250 Est. Cost $559.18 Unrealized +83.5%
GM General Mtrs Co Com 0.1%
Value ($000) $246 Shares 5,230 Est. Cost $39.52 Unrealized +23.5%
SCHW Schwab Charles Corp New Com 0.1%
Value ($000) $241 Shares 3,075 Est. Cost $44.71 Unrealized +73.7%
SYY Sysco Corp Com 0.1%
Value ($000) $240 Shares 3,204 Est. Cost $48.03 Unrealized +48.4%
IHI iShares US Medical 0.1%
Value ($000) $238 Shares 3,960 Est. Cost $60.82 Unrealized
NOC Northrop Grumman Corp Com 0.1%
Value ($000) $234 Shares 457 Est. Cost $381.50 Unrealized +23.2%
AMGN Amgen Inc Com 0.1%
Value ($000) $232 Shares 744 Est. Cost $213.50 Unrealized +34.5%
AEP American Elec Pwr Inc Com 0.1%
Value ($000) $232 Shares 2,121 Est. Cost $61.10 Unrealized +61.1%
INTC Intel Corp Com 0.1%
Value ($000) $231 Shares 10,163 Est. Cost $33.69 Unrealized -35.0%
VCIT Vanguard Intrmdiate-Term Bd 0.1%
Value ($000) $230 Shares 2,819 Est. Cost $83.01 Unrealized
VHT Vanguard Health Care ETF 0.1%
Value ($000) $229 Shares 865 Est. Cost $263.77 Unrealized
Nuveen Mun Value FD Inc Com 0.1%
Value ($000) $228 Shares 26,000 Est. Cost $8.85 Unrealized
WSM Williams Sonoma Inc 0.1%
Value ($000) $228 Shares 1,440 Est. Cost $82.56 Unrealized +131.1%
AVUS American Century Etf Trust Avantis U.S. Equity 0.1%
Value ($000) $226 Shares 2,450 Est. Cost $92.38 Unrealized
GE General Electric Co 0.1%
Value ($000) $225 Shares 1,122 Est. Cost $116.41 Unrealized +68.1%
TIP iShares Tr US Treas Inflatio 0.1%
Value ($000) $225 Shares 2,021 Est. Cost $106.59 Unrealized
AVEM American Century Etf Trust Avantis Emerging Markets Equity 0.1%
Value ($000) $224 Shares 3,725 Est. Cost $60.17 Unrealized
APH Amphenol Corp New Cl A 0.1%
Value ($000) $223 Shares 3,394 Est. Cost $39.57 Unrealized +71.2%
INTU Intuit Com 0.1%
Value ($000) $222 Shares 362 Est. Cost $233.61 Unrealized +155.8%
VTIP Vanguard Sh-Term Inf 0.1%
Value ($000) $218 Shares 4,374 Est. Cost $50.68 Unrealized
NKE Nike Inc Cl B 0.1%
Value ($000) $216 Shares 3,395 Est. Cost $54.61 Unrealized +31.9%
MAR Marriott Intl Inc New Cl A 0.1%
Value ($000) $213 Shares 895 Est. Cost $185.17 Unrealized +45.5%
APD Air Prods & Chems Inc Com 0.1%
Value ($000) $209 Shares 709 Est. Cost $255.43 Unrealized +17.6%
DUHP Dimensional Etf Trust US High Profitability 0.1%
Value ($000) $209 Shares 6,306 Est. Cost $30.80 Unrealized
AMLP Alerian MLP ETF 0.1%
Value ($000) $207 Shares 3,986 Est. Cost $40.15 Unrealized
SPYM Spdr Series Trust Portfolio Large Cap Etf 0.1%
Value ($000) $204 Shares 3,109 Est. Cost $41.18 Unrealized
BSCT Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2029 Corporate Bond Etf 0.1%
Value ($000) $203 Shares 10,957 Est. Cost $18.34 Unrealized
IGSB iShares Barclays 1-3 Yr Cr 0.1%
Value ($000) $202 Shares 3,849 Est. Cost $53.24 Unrealized
ALL Allstate Corp Com 0.1%
Value ($000) $197 Shares 949 Est. Cost $103.87 Unrealized +84.1%
FYC First Trust Small Cap Growth Alphadex 0.1%
Value ($000) $194 Shares 2,826 Est. Cost $57.21 Unrealized
CAT Caterpillar Inc Del Com 0.1%
Value ($000) $191 Shares 579 Est. Cost $135.14 Unrealized +160.4%
TSM Taiwan Semiconductor Mfg Ltdsponsored ADR 0.1%
Value ($000) $190 Shares 1,147 Est. Cost $51.00 Unrealized
SYK Stryker Corp Com 0.1%
Value ($000) $190 Shares 510 Est. Cost $292.29 Unrealized +29.0%
KNG First Trust Exchange-Traded Fund Iv Ft Vest S&p 500 Dividend Aristocrats Target Income Etf 0.1%
Value ($000) $189 Shares 3,747 Est. Cost $50.27 Unrealized
VEU Vanguard International Equity Ftse 0.1%
Value ($000) $189 Shares 3,110 Est. Cost $49.45 Unrealized
AJG Arthur J Gallagher Co 0.1%
Value ($000) $187 Shares 543 Est. Cost $245.55 Unrealized +27.6%
UPS United Parcel Service Inc 0.1%
Value ($000) $187 Shares 1,697 Est. Cost $97.96 Unrealized +15.0%
ITOT Ishares Trust S & P 1500 Total US Stock Market Etf 0.1%
Value ($000) $183 Shares 1,498 Est. Cost $98.97 Unrealized
MAS Masco Corp Common 0.1%
Value ($000) $181 Shares 2,610 Est. Cost $53.83 Unrealized +36.7%
FEMS First Trust Emerging Markets Small Cap Aphadex ETF 0.1%
Value ($000) $181 Shares 4,880 Est. Cost $40.57 Unrealized
TGT Target Corp 0.1%
Value ($000) $181 Shares 1,731 Est. Cost $116.08 Unrealized +3.6%
COP Conocophillips Com 0.1%
Value ($000) $180 Shares 1,711 Est. Cost $49.65 Unrealized +94.9%
VYM Vanguard High Div Yield 0.1%
Value ($000) $177 Shares 1,371 Est. Cost $85.75 Unrealized
BMY Bristol Myers Squibb Co Com 0.1%
Value ($000) $176 Shares 2,889 Est. Cost $51.64 Unrealized +7.4%
ETN Eaton Corp PLC Shs 0.1%
Value ($000) $176 Shares 647 Est. Cost $131.26 Unrealized +135.1%
VGT Vanguard World Fds Inf Tech ETF 0.1%
Value ($000) $174 Shares 321 Est. Cost $159.04 Unrealized
TD Toronto Dominion Bank 0.1%
Value ($000) $173 Shares 2,890 Est. Cost $53.29 Unrealized +9.2%
C Citigroup Inc Com New 0.1%
Value ($000) $173 Shares 2,439 Est. Cost $48.27 Unrealized +54.4%
VV Vanguard Group, Inc. Large Cap Etf 0.1%
Value ($000) $172 Shares 671 Est. Cost $184.72 Unrealized
RDVY First Trust Exchange-Traded Fund Iii Rising Dividend Achievers Etf 0.1%
Value ($000) $172 Shares 2,941 Est. Cost $55.04 Unrealized
DFIC Dimensional Etf Trust International Core Equity 2 0.1%
Value ($000) $170 Shares 6,120 Est. Cost $25.84 Unrealized
VSGX Vanguard Group, Inc. Esg International Stock Etf 0.1%
Value ($000) $167 Shares 2,836 Est. Cost $43.82 Unrealized
IMCG Blackrock Institutional Trust Company N.A. Ishares Morningstar Mid-Cap Growth Etf 0.1%
Value ($000) $161 Shares 2,255 Est. Cost $75.53 Unrealized
PGR Progressive Corp OH 0.1%
Value ($000) $161 Shares 568 Est. Cost $171.59 Unrealized +43.0%
SDY SPDR Ser Tr S&P Divid ETF 0.1%
Value ($000) $160 Shares 1,180 Est. Cost $120.79 Unrealized
JEPI J.P. Morgan Exchange-Traded Fund Trust JPMorgan Equity Premium Income Etf 0.1%
Value ($000) $160 Shares 2,800 Est. Cost $57.86 Unrealized
COWZ Pacer Funds Trust US Cash Cows 100 Etf 0.1%
Value ($000) $160 Shares 2,914 Est. Cost $54.38 Unrealized
LMBS First Tr Exchange Traded Fund Iv Low Duration Opportunitiesetf 0.1%
Value ($000) $158 Shares 3,220 Est. Cost $46.42 Unrealized
DVYE Blackrock Institutional Trust Company N.A. Ishares Emerging Markets Dividend Etf 0.1%
Value ($000) $158 Shares 5,800 Est. Cost $27.65 Unrealized
SCHA Schwab Strategic Trust U.S. Small-Cap Etf 0.0%
Value ($000) $149 Shares 6,368 Est. Cost $38.38 Unrealized
PSA Public Storage 0.0%
Value ($000) $149 Shares 498 Est. Cost $256.93 Unrealized +11.9%
CTAS Cintas Corp COMMON 0.0%
Value ($000) $148 Shares 720 Est. Cost $162.26 Unrealized +21.9%
LQD iShares Iboxx Invt Grade Corp Bd Fund 0.0%
Value ($000) $148 Shares 1,360 Est. Cost $113.28 Unrealized
FSMB First Trust Exchange-Traded Fund Iii Short Duration Managed Municipal Etf 0.0%
Value ($000) $148 Shares 7,433 Est. Cost $19.67 Unrealized
DEUS Dbx Etf Trust Xtrackers Russell US Multifactor 0.0%
Value ($000) $148 Shares 2,750 Est. Cost $53.08 Unrealized
UITB Victory Portfolios Ii Victoryshares Core Intermediate Bond Etf 0.0%
Value ($000) $145 Shares 3,084 Est. Cost $46.94 Unrealized
SDVY First Trust Mid cap Rising Dividend ETF 0.0%
Value ($000) $143 Shares 4,255 Est. Cost $31.58 Unrealized
Invesco Van Kampen Mun 0.0%
Value ($000) $142 Shares 15,000 Est. Cost $9.46 Unrealized
MTUM iShares MSCI USA Momentum Factor 0.0%
Value ($000) $142 Shares 703 Est. Cost $203.01 Unrealized
APUE Trust For Professional Managers Activepassive U.S. Equity Etf 0.0%
Value ($000) $141 Shares 4,157 Est. Cost $34.80 Unrealized
CL Colgate Palmolive Co Com 0.0%
Value ($000) $141 Shares 1,506 Est. Cost $58.34 Unrealized +50.6%
JHMM John Hancock Investment Management LLC Multifactor Mid Cap Etf 0.0%
Value ($000) $141 Shares 2,456 Est. Cost $57.34 Unrealized
TSLA Tesla Inc 0.0%
Value ($000) $140 Shares 540 Est. Cost $271.62 Unrealized +22.7%
SHEL Shell Plc ADR 0.0%
Value ($000) $137 Shares 1,872 Est. Cost $53.43 Unrealized
BSCV Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2031 Corporate Bond Etf 0.0%
Value ($000) $137 Shares 8,395 Est. Cost $16.05 Unrealized
CB Chubb Limited 0.0%
Value ($000) $136 Shares 452 Est. Cost $124.58 Unrealized +121.7%
ATO ATMOS Energy Corp Com 0.0%
Value ($000) $136 Shares 881 Est. Cost $69.91 Unrealized +104.6%
BSCR Invesco Capital Management LLC Bulletshares 2027 Corporate Bond Etf 0.0%
Value ($000) $136 Shares 6,933 Est. Cost $19.48 Unrealized
BAX Baxter Intl Inc Com 0.0%
Value ($000) $136 Shares 3,964 Est. Cost $43.25 Unrealized -25.6%
VONG Vanguard Russell 1000 Growth Etf 0.0%
Value ($000) $131 Shares 1,412 Est. Cost $102.16 Unrealized
IJK iShares Midcap 400/Barra 0.0%
Value ($000) $130 Shares 1,564 Est. Cost $99.98 Unrealized
CGGO Capital Group Companies Inc Global Growth Equity Etf 0.0%
Value ($000) $127 Shares 4,500 Est. Cost $27.74 Unrealized
BSX Boston Scientific Corp Common 0.0%
Value ($000) $127 Shares 1,255 Est. Cost $51.10 Unrealized +97.1%
Blackrock Institutional Trust Company N.A. Ishares Ibonds Dec 2025 Term Corporate Etf 0.0%
Value ($000) $126 Shares 5,027 Est. Cost $24.71 Unrealized
TJX TJX Cos Inc New Com 0.0%
Value ($000) $126 Shares 1,038 Est. Cost $49.96 Unrealized +140.4%
MDLZ Mondelez Intl Inc Cl A 0.0%
Value ($000) $125 Shares 1,836 Est. Cost $56.11 Unrealized +6.5%
EFG Ishares MSCI Eafe Growth Index ETF 0.0%
Value ($000) $124 Shares 1,243 Est. Cost $80.38 Unrealized
GSLC Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg 0.0%
Value ($000) $123 Shares 1,121 Est. Cost $86.12 Unrealized
VIGI Vanguard International Dividend Appreciation 0.0%
Value ($000) $123 Shares 1,483 Est. Cost $64.94 Unrealized
BNDX Vanguard Charlotte Funds Total Intl Bd ETF 0.0%
Value ($000) $122 Shares 2,507 Est. Cost $49.95 Unrealized
CIBR First Trust Nasdaq Cybersecurity Etf Cybrscrty 0.0%
Value ($000) $122 Shares 1,941 Est. Cost $47.85 Unrealized
SCHE Schw Emg Mkt Eq ETF 0.0%
Value ($000) $121 Shares 4,403 Est. Cost $24.51 Unrealized
NXPI NXP Semiconductors NV 0.0%
Value ($000) $119 Shares 628 Est. Cost $133.19 Unrealized +57.3%
DFAC DFA T.A. US Core Equity Fund ETF 0.0%
Value ($000) $119 Shares 3,605 Est. Cost $22.22 Unrealized
STT State Str Corp Com 0.0%
Value ($000) $117 Shares 1,312 Est. Cost $64.07 Unrealized +44.8%
IBDR iShares iBonds Dec 2026 Term Corporate 0.0%
Value ($000) $117 Shares 4,842 Est. Cost $23.72 Unrealized
DIA SPDR Dow Jones Indl Avrg ETF ut Ser 1 0.0%
Value ($000) $117 Shares 279 Est. Cost $249.12 Unrealized
BUFR First Trust Exchange-Traded Fund Viii Ft Vest Laddered Buffer Etf 0.0%
Value ($000) $117 Shares 3,940 Est. Cost $29.08 Unrealized
MDYV Spdr Series Trust S&p 400 Mid Cap Value Etf 0.0%
Value ($000) $116 Shares 1,510 Est. Cost $75.69 Unrealized
DFIV DFA Tax Managed International Value ETF 0.0%
Value ($000) $116 Shares 2,950 Est. Cost $13.94 Unrealized
SHW Sherwin Williams CO Sherwin Williams CORP COMMON 0.0%
Value ($000) $115 Shares 329 Est. Cost $230.58 Unrealized +51.0%
PNC PNC Financial Services Group Inc 0.0%
Value ($000) $114 Shares 648 Est. Cost $174.47 Unrealized +5.1%
GIS General Mls Inc Com 0.0%
Value ($000) $113 Shares 1,895 Est. Cost $43.21 Unrealized +34.1%
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $112 Shares 78 Est. Cost $33.33 Unrealized +161.0%
CGGR Capital Group Companies Inc Growth Etf 0.0%
Value ($000) $111 Shares 3,250 Est. Cost $30.57 Unrealized
SCHF Schw Intl Eq ETF 0.0%
Value ($000) $111 Shares 5,612 Est. Cost $23.61 Unrealized
BKNG Booking Holdings Inc Ordinary Shares 0.0%
Value ($000) $111 Shares 24 Est. Cost $3822.21 Unrealized +24.2%
SCHV Schwab US Large Cap Value ETF 0.0%
Value ($000) $110 Shares 4,137 Est. Cost $35.10 Unrealized
KMB Kimberly Clark Corp Com 0.0%
Value ($000) $110 Shares 770 Est. Cost $107.07 Unrealized +21.2%
IVOO Vanguard S&P Mid Cap 0.0%
Value ($000) $109 Shares 1,105 Est. Cost $99.40 Unrealized
FMB First Trust Managed ETF 0.0%
Value ($000) $108 Shares 2,150 Est. Cost $51.57 Unrealized
WEC Wisconsin Energy Corp. 0.0%
Value ($000) $107 Shares 982 Est. Cost $51.83 Unrealized +91.4%
CME CME Group Inc Class A 0.0%
Value ($000) $107 Shares 402 Est. Cost $141.79 Unrealized +71.0%
FTCS First Trust Capital Strength ETF 0.0%
Value ($000) $106 Shares 1,188 Est. Cost $72.47 Unrealized
CAH Cardinal Health Inc Com 0.0%
Value ($000) $106 Shares 767 Est. Cost $68.27 Unrealized +84.4%
GPC Genuine Parts Co Com 0.0%
Value ($000) $104 Shares 871 Est. Cost $86.66 Unrealized +34.8%
JCPB J.P. Morgan Exchange-Traded Fund Trust JPMorgan Core Plus Bond Etf 0.0%
Value ($000) $102 Shares 2,173 Est. Cost $46.82 Unrealized
VGK Vanguard Intl Equity Index 0.0%
Value ($000) $102 Shares 1,450 Est. Cost $51.57 Unrealized
FDL First Trust Morningstar 0.0%
Value ($000) $101 Shares 2,327 Est. Cost $30.16 Unrealized
CASY Casey's General Stores Inc 0.0%
Value ($000) $101 Shares 232 Est. Cost $203.48 Unrealized +100.5%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $100 Shares 669 Est. Cost $167.95 Unrealized -1.7%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $100 Shares 973 Est. Cost $108.46 Unrealized +2.5%
DEO Diageo P L C Spon ADR New 0.0%
Value ($000) $98 Shares 938 Est. Cost $139.27 Unrealized
XEL XCEL Energy Inc Com 0.0%
Value ($000) $97 Shares 1,367 Est. Cost $32.23 Unrealized +104.8%
IWP iShares Tr Russell McP Gr 0.0%
Value ($000) $96 Shares 820 Est. Cost $109.67 Unrealized
AMP Ameriprise Finl Inc Com 0.0%
Value ($000) $95 Shares 197 Est. Cost $152.95 Unrealized +239.1%
MRVL Marvell Technology Group Ltd 0.0%
Value ($000) $95 Shares 1,547 Est. Cost $83.35 Unrealized +16.0%
GILD Gilead Sciences Stock 0.0%
Value ($000) $95 Shares 845 Est. Cost $65.27 Unrealized +54.0%
QUAL IShares MSCI USA Qlty 0.0%
Value ($000) $94 Shares 551 Est. Cost $137.91 Unrealized
XLB Materials Sel Sect SPDR 0.0%
Value ($000) $92 Shares 1,075 Est. Cost $60.49 Unrealized
PH Parker Hannifin Corp 0.0%
Value ($000) $91 Shares 150 Est. Cost $295.90 Unrealized +119.2%
AGGY Wisdomtree Yield Enhanced US Aggregate Bond Fund Enhnc U S Aggre Etf 0.0%
Value ($000) $89 Shares 2,057 Est. Cost $53.96 Unrealized
CP Canadian Pac Ry LTD BDR 0.0%
Value ($000) $88 Shares 1,250 Est. Cost $78.09 Unrealized -3.2%
XLP Cons Staple Sector SPDR 0.0%
Value ($000) $87 Shares 1,069 Est. Cost $54.57 Unrealized
BOND PIMCO Active Bond ETF 0.0%
Value ($000) $87 Shares 942 Est. Cost $91.89 Unrealized
O Realty Income Corp 0.0%
Value ($000) $87 Shares 1,500 Est. Cost $51.29 Unrealized +2.5%
IHDG Wisdomtree International Hedged Quality Dividend Growth Fund 0.0%
Value ($000) $87 Shares 2,000 Est. Cost $45.65 Unrealized
BR Broadridge Finl Solutions Incom 0.0%
Value ($000) $86 Shares 354 Est. Cost $70.15 Unrealized +230.5%
TFC Truist Financial Corp COMMON 0.0%
Value ($000) $85 Shares 2,059 Est. Cost $33.74 Unrealized +26.5%
GEV GE Vernova Inc 0.0%
Value ($000) $85 Shares 277 Est. Cost $158.10 Unrealized +120.2%
LMT Lockheed Martin Corp Com 0.0%
Value ($000) $84 Shares 189 Est. Cost $294.54 Unrealized +52.2%
XMHQ Invesco Capital Management LLC S&p Midcap Quality Etf 0.0%
Value ($000) $82 Shares 900 Est. Cost $97.70 Unrealized
KLAC KLA-Tencor Corp Com 0.0%
Value ($000) $82 Shares 121 Est. Cost $225.02 Unrealized +217.7%
NOBL Proshares Trust S&p 500 Dividend Aristocrats Etf 0.0%
Value ($000) $82 Shares 800 Est. Cost $61.15 Unrealized
PFG Principal Financial Group Incom 0.0%
Value ($000) $80 Shares 951 Est. Cost $43.68 Unrealized +83.7%
AXP American Express Co Com 0.0%
Value ($000) $79 Shares 294 Est. Cost $82.70 Unrealized +253.6%
VNQI Vanguard Group, Inc. Global ex-U.S. Real Estate Etf 0.0%
Value ($000) $79 Shares 1,954 Est. Cost $4.84 Unrealized
EQWL Invesco Capital Management LLC Russell Top 200 Equal Weight Etf 0.0%
Value ($000) $79 Shares 766 Est. Cost $102.46 Unrealized
DG Dollar General Corp 0.0%
Value ($000) $79 Shares 896 Est. Cost $117.21 Unrealized -36.6%
DD Dupont De Nemours INC CORP COMMON 0.0%
Value ($000) $78 Shares 1,042 Est. Cost $31.05 Unrealized +2.7%
APIE Trust For Professional Managers Activepassive International Equity Etf 0.0%
Value ($000) $78 Shares 2,586 Est. Cost $28.17 Unrealized
FAST Fastenal Co Com 0.0%
Value ($000) $78 Shares 1,001 Est. Cost $12.24 Unrealized +200.9%
IGIB iShares Barclays Intermediate Cr Bd 0.0%
Value ($000) $77 Shares 1,470 Est. Cost $62.30 Unrealized
PREF Principal Spectrum Prefered Securites ETF 0.0%
Value ($000) $77 Shares 4,120 Est. Cost $18.36 Unrealized
GS Goldman Sachs Group Inc Com 0.0%
Value ($000) $77 Shares 141 Est. Cost $283.14 Unrealized +108.6%
BUD Anheuser Busch Inbev SA/NV Sponsored ADR 0.0%
Value ($000) $77 Shares 1,250 Est. Cost $64.25 Unrealized
SPYG SPDR S&P 500 Growth ETF 0.0%
Value ($000) $77 Shares 956 Est. Cost $77.10 Unrealized
PFFD GLOBAL X U.S. PREFERRED ETF 0.0%
Value ($000) $76 Shares 4,006 Est. Cost $18.81 Unrealized
KIM Kimco Realty Corp 0.0%
Value ($000) $76 Shares 3,581 Est. Cost $17.58 Unrealized +18.8%
IWL iShares Rusell Top 200 0.0%
Value ($000) $76 Shares 552 Est. Cost $90.58 Unrealized
MFC Manulife Financial Corp 0.0%
Value ($000) $76 Shares 2,432 Est. Cost $21.67 Unrealized +39.4%
LHX L3harris Technologies INC CORP COMMON 0.0%
Value ($000) $74 Shares 354 Est. Cost $184.79 Unrealized +11.5%
FTA First Tr Large Cap Valuealphadex Fund Common Shs 0.0%
Value ($000) $74 Shares 963 Est. Cost $76.38 Unrealized
SAP Sap Aktiengesellschaft Sponsored ADR 0.0%
Value ($000) $74 Shares 274 Est. Cost $128.15 Unrealized
AZN Astrazeneca PLC Sponsored ADR 0.0%
Value ($000) $73 Shares 997 Est. Cost $38.66 Unrealized
PAYC Paycom Software Inc 0.0%
Value ($000) $73 Shares 332 Est. Cost $164.06 Unrealized +27.7%
ZROZ Pimco Exchange Traded Fund 25Plus Year Zero Coupon U.S. Treasury Index Exchange-Traded 0.0%
Value ($000) $71 Shares 992 Est. Cost $71.63 Unrealized
SLB Schlumberger LTD Com 0.0%
Value ($000) $71 Shares 1,695 Est. Cost $43.66 Unrealized -8.6%
APCB Trust For Professional Managers Activepassive Core Bond Etf 0.0%
Value ($000) $71 Shares 2,395 Est. Cost $29.09 Unrealized
FCX Freeport-McMoran Copper 0.0%
Value ($000) $71 Shares 1,864 Est. Cost $35.23 Unrealized +7.3%
DOV Dover Corp Com 0.0%
Value ($000) $70 Shares 400 Est. Cost $60.64 Unrealized +213.9%
SPOT Spotify Technology Sa CORP COMMON 0.0%
Value ($000) $70 Shares 127 Est. Cost $174.62 Unrealized +220.0%
JQUA J.P. Morgan Exchange-Traded Fund Trust JPMorgan U.S. Quality Factor Etf 0.0%
Value ($000) $70 Shares 1,237 Est. Cost $47.86 Unrealized
WELL Welltower Inc 0.0%
Value ($000) $69 Shares 450 Est. Cost $48.83 Unrealized +187.3%
HLN Haleon PLC Spon ADS ADR 0.0%
Value ($000) $69 Shares 6,673 Est. Cost $8.39 Unrealized
CCI Crown Castle Intl Co REIT 0.0%
Value ($000) $68 Shares 657 Est. Cost $112.42 Unrealized -20.7%
PYPL Paypal Hldgs Inc 0.0%
Value ($000) $68 Shares 1,048 Est. Cost $109.82 Unrealized -29.2%
HAS Hasbro Inc 0.0%
Value ($000) $68 Shares 1,105 Est. Cost $71.16 Unrealized -18.0%
JEPQ J.P. Morgan Exchange-Traded Fund Trust JPMorgan Nasdaq Equity Premium Income Etf 0.0%
Value ($000) $66 Shares 1,270 Est. Cost $53.77 Unrealized
FTC First Trust Exchange-Traded Fund Iii Large Capital Growth Alphadex 0.0%
Value ($000) $66 Shares 500 Est. Cost $112.30 Unrealized
NVO Novo Nordisk A/S 0.0%
Value ($000) $65 Shares 942 Est. Cost $89.49 Unrealized
Nuveen Select Tax-Free Income Portfolio 0.0%
Value ($000) $65 Shares 4,491 Est. Cost $16.03 Unrealized
SHM Spdr Series Trust Nuveen Bloomberg Short Term Municipal Bond Etf 0.0%
Value ($000) $63 Shares 1,334 Est. Cost $47.38 Unrealized
CHKP Check Point Software Technologies Ltd. Ordinary Shares 0.0%
Value ($000) $63 Shares 277 Est. Cost $116.03 Unrealized +82.6%
D Dominion RES Inc VA New Com 0.0%
Value ($000) $63 Shares 1,117 Est. Cost $56.42 Unrealized -6.5%
TOTL SPDR Doubleline Total Return Tactical ETF 0.0%
Value ($000) $62 Shares 1,547 Est. Cost $46.21 Unrealized
GEHC GE Healthcare Technologies INC CORP COMMON 0.0%
Value ($000) $62 Shares 771 Est. Cost $78.22 Unrealized +9.7%
FTGS First Trust Exchange-Traded Fund Growth Strength Etf 0.0%
Value ($000) $62 Shares 2,086 Est. Cost $30.96 Unrealized
INGR Ingredion Inc Com 0.0%
Value ($000) $62 Shares 456 Est. Cost $91.63 Unrealized +44.2%
DHR Danaher Corp 0.0%
Value ($000) $62 Shares 300 Est. Cost $173.08 Unrealized +25.4%
JNK SPDR Series Tr Barclays Highyield 0.0%
Value ($000) $61 Shares 644 Est. Cost $100.93 Unrealized
SPHQ Invesco Capital Management LLC S&p 500 Quality Etf 0.0%
Value ($000) $61 Shares 918 Est. Cost $33.90 Unrealized
HIG Hartford Finl Svcs Group Inccom 0.0%
Value ($000) $61 Shares 492 Est. Cost $39.87 Unrealized +183.3%
FSIG First Trust Exchange-Traded Fund Iv Limited Duration Investment Grade Corporate Etf 0.0%
Value ($000) $61 Shares 3,206 Est. Cost $18.98 Unrealized
SONY Sony Corp Amern Sh New 0.0%
Value ($000) $61 Shares 2,391 Est. Cost $35.97 Unrealized
CAG Conagra Foods Inc Com 0.0%
Value ($000) $61 Shares 2,272 Est. Cost $28.57 Unrealized -14.7%
LW Lamb Weston Hldgs Inc Common 0.0%
Value ($000) $60 Shares 1,120 Est. Cost $58.30 Unrealized -4.9%
ACGL Arch Capital Group Ltd 0.0%
Value ($000) $59 Shares 618 Est. Cost $92.28 Unrealized 0.0%
CGXU Capital Group Companies Inc International Focus Equity Etf 0.0%
Value ($000) $59 Shares 2,425 Est. Cost $0.02 Unrealized
WRB Berkley W R Corp Common 0.0%
Value ($000) $59 Shares 829 Est. Cost $35.59 Unrealized +67.8%
COF Capital One Finl Corp Com 0.0%
Value ($000) $59 Shares 328 Est. Cost $92.82 Unrealized +101.2%
TMUS T-mobile US INC T Mobile CORP COMMON 0.0%
Value ($000) $59 Shares 220 Est. Cost $130.09 Unrealized +86.8%
IJT iShares Smallcap 600/Barra V 0.0%
Value ($000) $59 Shares 471 Est. Cost $131.55 Unrealized
A Agilent Technologies Inc Com 0.0%
Value ($000) $58 Shares 500 Est. Cost $151.43 Unrealized -11.6%
BABA Alibaba Group Hldg LTD Spon ADR 0.0%
Value ($000) $58 Shares 438 Est. Cost $125.65 Unrealized
BLV Vanguard Group, Inc. Long-Term Bond Etf 0.0%
Value ($000) $58 Shares 817 Est. Cost $69.02 Unrealized
LYB Lyondellbasell Industrie 0.0%
Value ($000) $56 Shares 800 Est. Cost $75.68 Unrealized -9.1%
HDB Hdfc Bk Ltd ADR Repstg 3 Shs 0.0%
Value ($000) $56 Shares 847 Est. Cost $66.67 Unrealized
BX Blackstone Group INC CLASS A CORP COMMON 0.0%
Value ($000) $56 Shares 400 Est. Cost $86.51 Unrealized +82.8%
CARR Carrier Global Corp COMMON 0.0%
Value ($000) $56 Shares 880 Est. Cost $25.14 Unrealized +161.7%
GTO Invesco Capital Management LLC Total Return Bond Etf 0.0%
Value ($000) $55 Shares 1,176 Est. Cost $48.01 Unrealized
CHD Church & Dwight Inc Com 0.0%
Value ($000) $55 Shares 500 Est. Cost $42.65 Unrealized +148.2%
FTSM First Trust Exchange-Traded Fund Iii Enhanced Short Maturity Etf 0.0%
Value ($000) $55 Shares 915 Est. Cost $56.23 Unrealized
LRCX Lam Research Corporation 0.0%
Value ($000) $55 Shares 750 Est. Cost $74.98 Unrealized +4.2%
XCEM Columbia Etf Trust Ii Em Core ex-China 0.0%
Value ($000) $54 Shares 1,816 Est. Cost $29.54 Unrealized
IQLT Ishares Edge Msci Intl Quality Factor Etf Qlt Fctr 0.0%
Value ($000) $53 Shares 1,343 Est. Cost $29.04 Unrealized
IVOV Vanguard S&P Mid-Cap 400 Value Index ETF 0.0%
Value ($000) $53 Shares 578 Est. Cost $94.19 Unrealized
MCK McKesson Corp Com 0.0%
Value ($000) $53 Shares 79 Est. Cost $209.50 Unrealized +194.0%
BBVA Banco Bilbao Vizcaya Argentaria SA 0.0%
Value ($000) $53 Shares 3,899 Est. Cost $5.87 Unrealized
XSLV Invesco S&p Smallcap Low Volatility Etf Invsc S P Volatilty 0.0%
Value ($000) $53 Shares 1,145 Est. Cost $47.16 Unrealized
MELI Mercadolibre Inc. 0.0%
Value ($000) $53 Shares 27 Est. Cost $1984.94 Unrealized 0.0%
CVS CVS Corp Com 0.0%
Value ($000) $52 Shares 766 Est. Cost $67.47 Unrealized -14.1%
HCA Hca Hldgs Inc Common 0.0%
Value ($000) $52 Shares 150 Est. Cost $329.26 Unrealized -3.0%
IBDS iShares iBonds Dec 2027 Term Corporate 0.0%
Value ($000) $52 Shares 2,135 Est. Cost $23.56 Unrealized
FIS Fidelity National Information Services INC Informatn Svcs CORP COMMON 0.0%
Value ($000) $51 Shares 685 Est. Cost $70.28 Unrealized +4.7%
EVRG Evergy INC CORP COMMON 0.0%
Value ($000) $51 Shares 740 Est. Cost $50.95 Unrealized +23.9%
STZ Constellation Brands INC CLASS A CORP COMMON 0.0%
Value ($000) $51 Shares 278 Est. Cost $222.85 Unrealized -20.2%
FGD First Trust Dow Jones Globalselect Div 0.0%
Value ($000) $51 Shares 2,100 Est. Cost $24.59 Unrealized
JHSC John Hancock Investment Management LLC Multifactor Small Cap Etf 0.0%
Value ($000) $51 Shares 1,362 Est. Cost $38.52 Unrealized
IXC iShares Global Energy ETF 0.0%
Value ($000) $51 Shares 1,204 Est. Cost $32.03 Unrealized
IBDT Ishares Trust Ibonds Dec 2028 Term Corporate Etf 0.0%
Value ($000) $51 Shares 2,000 Est. Cost $24.91 Unrealized
BDX Becton Dickinson & Co Com 0.0%
Value ($000) $50 Shares 220 Est. Cost $208.17 Unrealized +9.2%
RMD Resmed Inc Common 0.0%
Value ($000) $50 Shares 225 Est. Cost $100.35 Unrealized +130.9%
SJM Smucker J M Co Com New 0.0%
Value ($000) $50 Shares 420 Est. Cost $109.14 Unrealized -4.4%
BN Brookfield Corporation Ordinary Shares - Class A 0.0%
Value ($000) $50 Shares 945 Est. Cost $25.52 Unrealized +47.3%
MLM Martin Marietta Materials Inc 0.0%
Value ($000) $49 Shares 103 Est. Cost $500.97 Unrealized +0.8%
MCHP Microchip Technology Inc Com 0.0%
Value ($000) $49 Shares 1,014 Est. Cost $62.81 Unrealized -13.7%
EMB iShares JP Morgan Em Bond FD 0.0%
Value ($000) $49 Shares 538 Est. Cost $85.31 Unrealized
RWL Invesco Exchange-Traded Fund Trust Ii S&p 500 Revenue Etf 0.0%
Value ($000) $48 Shares 488 Est. Cost $78.57 Unrealized
AVB Avalonbay Cmntys Inc 0.0%
Value ($000) $48 Shares 225 Est. Cost $169.01 Unrealized +24.0%
VEEV Veeva Systems INC CLASS A CORP COMMON 0.0%
Value ($000) $48 Shares 206 Est. Cost $195.33 Unrealized +17.0%
CNI Canadian Natl Railway Co 0.0%
Value ($000) $48 Shares 489 Est. Cost $69.35 Unrealized +43.3%
VIOO Vanguard S&P Small-Cap 600 Index FD 0.0%
Value ($000) $48 Shares 493 Est. Cost $98.21 Unrealized
IWN iShares Tr Rusl 2000 Valu 0.0%
Value ($000) $47 Shares 312 Est. Cost $160.02 Unrealized
RYAAY Ryanair Holdings PLC 0.0%
Value ($000) $46 Shares 1,075 Est. Cost $59.66 Unrealized
RPG Invesco S&p 500 Pure Growth Portfolio Powershr Etf 0.0%
Value ($000) $45 Shares 1,185 Est. Cost $67.27 Unrealized
VXF Vanguard Extended MKT ETF 0.0%
Value ($000) $45 Shares 263 Est. Cost $136.95 Unrealized
UCON First Trust TCW Unconstrained Plus Bond ETF 0.0%
Value ($000) $45 Shares 1,816 Est. Cost $24.65 Unrealized
BA Boeing Co Com 0.0%
Value ($000) $45 Shares 262 Est. Cost $177.87 Unrealized -2.7%
MU Micron Technology Inc 0.0%
Value ($000) $44 Shares 512 Est. Cost $82.70 Unrealized +15.8%
ELV Anthem Inc 0.0%
Value ($000) $44 Shares 102 Est. Cost $405.28 Unrealized -2.7%
PULS Pgim Etf Trust Ultra Short Bond 0.0%
Value ($000) $44 Shares 892 Est. Cost $49.46 Unrealized
XLI SPDR FD-Sh of Beneficial Int 0.0%
Value ($000) $44 Shares 336 Est. Cost $76.30 Unrealized
XLV Select Sector SPDR Tr Sbi Healthcare 0.0%
Value ($000) $44 Shares 300 Est. Cost $85.84 Unrealized
DFUV Dimensional US Markets ETF 0.0%
Value ($000) $44 Shares 1,061 Est. Cost $11.54 Unrealized
FDX FedEx Corp Com 0.0%
Value ($000) $43 Shares 178 Est. Cost $173.70 Unrealized +46.0%
Dun & Bradstreet 0.0%
Value ($000) $43 Shares 4,846 Est. Cost $16.45 Unrealized
FITB Fifth Third Bancorp Com 0.0%
Value ($000) $43 Shares 1,100 Est. Cost $30.77 Unrealized +32.2%
CLX Clorox Co Del Com 0.0%
Value ($000) $43 Shares 290 Est. Cost $102.43 Unrealized +44.5%
FMX Fomento Economico Mexicano Sab De Cv Econ ADR Representing 10 CORP COMMON 0.0%
Value ($000) $42 Shares 429 Est. Cost $70.11 Unrealized
ASML Asml Holding Nv ADR Rep CORP COMMON 0.0%
Value ($000) $42 Shares 63 Est. Cost $662.63 Unrealized
CTVA Corteva INC CORP COMMON 0.0%
Value ($000) $42 Shares 662 Est. Cost $45.58 Unrealized +34.4%
OTIS Otis Worldwide Corp COMMON 0.0%
Value ($000) $41 Shares 402 Est. Cost $62.73 Unrealized +53.3%
ADSK Autodesk INC CORP COMMON 0.0%
Value ($000) $41 Shares 158 Est. Cost $223.13 Unrealized +27.5%
DNP Select Income Fund Inc 0.0%
Value ($000) $40 Shares 4,051 Est. Cost $10.70 Unrealized
FDN First Trust Dow Jones Internet Index Fund Cf Etf 0.0%
Value ($000) $40 Shares 180 Est. Cost $205.09 Unrealized
TTD Trade Desk INC CLASS A CORP COMMON 0.0%
Value ($000) $40 Shares 728 Est. Cost $81.88 Unrealized +10.5%
CALF Pacer Funds Trust US Small Cap Cash Cows Etf 0.0%
Value ($000) $40 Shares 1,061 Est. Cost $43.02 Unrealized
WDAY Workday Inc. 0.0%
Value ($000) $40 Shares 170 Est. Cost $255.22 Unrealized 0.0%
BHP BHP Billiton LTD Sponsored ADR 0.0%
Value ($000) $40 Shares 815 Est. Cost $64.60 Unrealized
VWOB Vanguard Group, Inc. Emerging Markets Government Bond Etf 0.0%
Value ($000) $40 Shares 616 Est. Cost $68.05 Unrealized
GNRC Generac Holdings Inc 0.0%
Value ($000) $39 Shares 311 Est. Cost $112.86 Unrealized +27.1%
Blackrock, Inc. (US) Blackrock Muniyield Quality Fund, Inc 0.0%
Value ($000) $39 Shares 3,355 Est. Cost $11.80 Unrealized
Nuveen AMT-Free Municipal 0.0%
Value ($000) $39 Shares 3,500 Est. Cost $11.14 Unrealized
WMB Williams Cos Inc Del Com 0.0%
Value ($000) $39 Shares 650 Est. Cost $19.52 Unrealized +184.0%
WBD Warner Bros Discovery Inc NPV 0.0%
Value ($000) $39 Shares 3,619 Est. Cost $8.01 Unrealized +30.5%
MET Metlife Inc Com 0.0%
Value ($000) $39 Shares 483 Est. Cost $35.90 Unrealized +126.0%
USHY Blackrock Institutional Trust Company N.A. Ishares Broad USD High Yield Corporate Bond Etf 0.0%
Value ($000) $38 Shares 1,044 Est. Cost $36.97 Unrealized
PLTR Palantir Tech 0.0%
Value ($000) $38 Shares 450 Est. Cost $21.83 Unrealized +302.2%
APA Apache Corporation 0.0%
Value ($000) $38 Shares 1,800 Est. Cost $16.81 Unrealized +25.1%
Blackrock, Inc. (US) Blackrock Municipal Income Quality Trust 0.0%
Value ($000) $38 Shares 3,495 Est. Cost $11.36 Unrealized
Blackrock Muniholdings QTY 0.0%
Value ($000) $38 Shares 3,760 Est. Cost $10.03 Unrealized
JAVA J.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Value Etf 0.0%
Value ($000) $37 Shares 588 Est. Cost $58.22 Unrealized
TT Trane Technologies 0.0%
Value ($000) $37 Shares 110 Est. Cost $374.71 Unrealized -4.2%
FBIN Fortune Brands Home & Sec Incom 0.0%
Value ($000) $37 Shares 600 Est. Cost $57.75 Unrealized +13.7%
HLT Hilton Worldwide Holdings WI 0.0%
Value ($000) $36 Shares 160 Est. Cost $195.74 Unrealized +27.0%
DHI Dr Horton Inc 0.0%
Value ($000) $36 Shares 281 Est. Cost $32.22 Unrealized +312.1%
FE Firstenergy Corp Common 0.0%
Value ($000) $36 Shares 879 Est. Cost $34.01 Unrealized +13.1%
CGMU Capital Group Municipal Inc ETF 0.0%
Value ($000) $35 Shares 1,316 Est. Cost $26.92 Unrealized
TFI Nuveen Bloomberg Municipal Bond ETF 0.0%
Value ($000) $35 Shares 778 Est. Cost $46.15 Unrealized
BNS BK Nova Scotia Halifax (Canada) 0.0%
Value ($000) $35 Shares 735 Est. Cost $37.78 Unrealized +28.8%
DELL Dell Technologies Inc Ordinary Shares - Class C 0.0%
Value ($000) $35 Shares 382 Est. Cost $71.54 Unrealized +45.7%
RWX SPDR DJ Wilshire Internationreal 0.0%
Value ($000) $34 Shares 1,400 Est. Cost $36.53 Unrealized
ADI Analog Devices Inc Com 0.0%
Value ($000) $34 Shares 169 Est. Cost $174.76 Unrealized +21.8%
Discover Finl Svcs Com 0.0%
Value ($000) $34 Shares 199 Est. Cost $108.05 Unrealized
CSGP Costar Group Inc 0.0%
Value ($000) $34 Shares 428 Est. Cost $80.94 Unrealized -6.0%
XLG Invesco S&P 500 Top 50 ETF 0.0%
Value ($000) $34 Shares 733 Est. Cost $68.03 Unrealized
ZBH Zimmer Hldgs Inc Com 0.0%
Value ($000) $34 Shares 297 Est. Cost $105.65 Unrealized +0.3%
NSC Norfolk Southern Corp Com 0.0%
Value ($000) $33 Shares 141 Est. Cost $136.50 Unrealized +75.4%
SOLV Solventum Corporation 0.0%
Value ($000) $33 Shares 439 Est. Cost $60.70 Unrealized +22.7%
SNY Sanofi Aventis Sponsored ADR 0.0%
Value ($000) $33 Shares 599 Est. Cost $50.98 Unrealized
PRU Prudential Finl Inc Com 0.0%
Value ($000) $33 Shares 297 Est. Cost $80.19 Unrealized +35.9%
MKC McCormick & Co Inc Com Non Vtg 0.0%
Value ($000) $33 Shares 400 Est. Cost $69.40 Unrealized +10.0%
LKQ LKQ Corp 0.0%
Value ($000) $33 Shares 768 Est. Cost $45.72 Unrealized -16.0%
ENOV Enovis Corp 0.0%
Value ($000) $32 Shares 850 Est. Cost $49.08 Unrealized -13.6%
CWT California Wtr Svc Group Com 0.0%
Value ($000) $32 Shares 670 Est. Cost $29.04 Unrealized +51.8%
ALGN Align Technology Inc 0.0%
Value ($000) $32 Shares 204 Est. Cost $202.61 Unrealized -3.1%
GSK GSK PLc Sponsored ADR 0.0%
Value ($000) $32 Shares 832 Est. Cost $9.59 Unrealized
KMI Kinder Morgan Inc Del Com 0.0%
Value ($000) $32 Shares 1,126 Est. Cost $15.45 Unrealized +72.8%
SPTS SPDR Portfolio Short Term Treasury ETF 0.0%
Value ($000) $32 Shares 1,085 Est. Cost $29.07 Unrealized
TPR Tapestry Inc 0.0%
Value ($000) $32 Shares 450 Est. Cost $33.47 Unrealized +122.8%
XLU Sector XLX Utilities 0.0%
Value ($000) $32 Shares 400 Est. Cost $51.57 Unrealized
ERIC Telefonaktiebolaget LM Ericsson 0.0%
Value ($000) $31 Shares 4,021 Est. Cost $7.76 Unrealized
SPGP Invesco S & P 500 0.0%
Value ($000) $31 Shares 311 Est. Cost $6.32 Unrealized
FNDF Schwab Fundamental International Large Company Index ETF 0.0%
Value ($000) $31 Shares 853 Est. Cost $31.59 Unrealized
FISV Fiserv INC CORP COMMON 0.0%
Value ($000) $31 Shares 139 Est. Cost $100.63 Unrealized +117.6%
CNP Centerpoint Energy Inc Com 0.0%
Value ($000) $31 Shares 843 Est. Cost $21.15 Unrealized +55.2%
GRMN Garmin Ltd 0.0%
Value ($000) $30 Shares 140 Est. Cost $192.45 Unrealized +10.6%
IVZ Invesco Ltd 0.0%
Value ($000) $30 Shares 2,000 Est. Cost $13.71 Unrealized +19.9%
HDV iShares Trust High Divid Equ 0.0%
Value ($000) $30 Shares 250 Est. Cost $46.77 Unrealized
FSCS First Trust Exchange-Traded Fund Vi Smid Capital Strength Etf 0.0%
Value ($000) $30 Shares 873 Est. Cost $86.66 Unrealized
NWG Natwest Group PLC ADR 0.0%
Value ($000) $30 Shares 2,523 Est. Cost $11.92 Unrealized
HSY Hershey Co Com 0.0%
Value ($000) $30 Shares 175 Est. Cost $198.46 Unrealized -19.8%
NFLX Netflix INC CORP COMMON 0.0%
Value ($000) $30 Shares 32 Est. Cost $33.09 Unrealized +187.4%
IWO iShares Tr Russell 2000 Grw 0.0%
Value ($000) $29 Shares 115 Est. Cost $283.20 Unrealized
VLTO Veralto Corp 0.0%
Value ($000) $29 Shares 301 Est. Cost $73.75 Unrealized +34.7%
BRKR Bruker Corp 0.0%
Value ($000) $29 Shares 700 Est. Cost $51.78 Unrealized 0.0%
ONEO Spdr Series Trust Russell 1000 Momentum Focus Etf 0.0%
Value ($000) $29 Shares 251 Est. Cost $115.22 Unrealized
FANG Diamondback Energy Inc 0.0%
Value ($000) $29 Shares 180 Est. Cost $136.80 Unrealized +14.9%
CRL Charles River Laboratories International INC Chrls Labs CORP COMMON 0.0%
Value ($000) $29 Shares 190 Est. Cost $200.97 Unrealized -16.6%
DOW Dow INC CORP COMMON 0.0%
Value ($000) $28 Shares 813 Est. Cost $40.34 Unrealized -10.9%
CNC Centene Corp 0.0%
Value ($000) $28 Shares 461 Est. Cost $66.85 Unrealized -9.6%
BIL Spdr Series Trust Bloomberg 1-3 Month T-Bill Etf 0.0%
Value ($000) $28 Shares 305 Est. Cost $90.69 Unrealized
NNI Nelnet Inc Class A 0.0%
Value ($000) $28 Shares 250 Est. Cost $101.67 Unrealized +10.1%
SPTI SPDR Portfolio Intermediate Term Treasury ETF 0.0%
Value ($000) $28 Shares 969 Est. Cost $27.64 Unrealized
MDYG Spdr Series Trust S&p 400 Mid Cap Growth Etf 0.0%
Value ($000) $28 Shares 347 Est. Cost $75.60 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $27 Shares 2,459 Est. Cost $70.50 Unrealized
AIRR First Trust Exchange-Traded Fund Iii Rba American Industrial Renaissance Etf 0.0%
Value ($000) $27 Shares 400 Est. Cost $67.33 Unrealized
RIO Rio Tinto PLC Sponsored ADR 0.0%
Value ($000) $27 Shares 453 Est. Cost $57.94 Unrealized
HUM Humana Inc Com 0.0%
Value ($000) $27 Shares 102 Est. Cost $278.61 Unrealized -4.3%
AZO Autozone INC CORP COMMON 0.0%
Value ($000) $27 Shares 7 Est. Cost $1314.54 Unrealized +162.5%
NUE Nucor Corp Com 0.0%
Value ($000) $26 Shares 220 Est. Cost $51.53 Unrealized +146.0%
INFY Infosys LTD ADR 0.0%
Value ($000) $26 Shares 1,444 Est. Cost $18.19 Unrealized
DOC Healthpeak Properties 0.0%
Value ($000) $26 Shares 1,300 Est. Cost $23.07 Unrealized -17.4%
GNMA iShares Barclays Gnma Bond 0.0%
Value ($000) $26 Shares 596 Est. Cost $49.47 Unrealized
FNOV First Trust Exchange-Traded Fund Viii Ft Vest U.S. Equity Buffer Etf - November 0.0%
Value ($000) $26 Shares 560 Est. Cost $47.18 Unrealized
PPL PPL Corp Com 0.0%
Value ($000) $26 Shares 723 Est. Cost $29.23 Unrealized +12.6%
OMC Omnicom Group Inc Com 0.0%
Value ($000) $26 Shares 314 Est. Cost $66.55 Unrealized +21.2%
TEL TE Connectivity PLC 0.0%
Value ($000) $25 Shares 180 Est. Cost $146.82 Unrealized -0.2%
DNOV First Trust Exchange-Traded Fund Viii Ft Vest U.S. Equity Deep Buffer Etf - November 0.0%
Value ($000) $25 Shares 606 Est. Cost $42.17 Unrealized
BBY Best Buy Inc Com 0.0%
Value ($000) $25 Shares 342 Est. Cost $71.19 Unrealized +10.0%
EIPI First Trust Energy Income And Growth ETF 0.0%
Value ($000) $25 Shares 1,234 Est. Cost $19.35 Unrealized
USFR WisdomTree Floating Rate Treasury Fd 0.0%
Value ($000) $25 Shares 497 Est. Cost $25.94 Unrealized
CDW CDW Corp 0.0%
Value ($000) $25 Shares 155 Est. Cost $50.65 Unrealized +253.9%
ARCC Ares Cap Corp Com 0.0%
Value ($000) $24 Shares 1,100 Est. Cost $7.61 Unrealized +173.8%
USFD US Foods Holding Corp 0.0%
Value ($000) $24 Shares 368 Est. Cost $39.17 Unrealized +74.5%
HYMB Nuveen Bloomberg High Yield Municipal Bond ETF 0.0%
Value ($000) $24 Shares 947 Est. Cost $25.01 Unrealized
SSNC Ss&c Technologies Holdings INC Ss And C CORP COMMON 0.0%
Value ($000) $24 Shares 283 Est. Cost $79.65 Unrealized +3.9%
DES Wisdomtree Smallcap Dividendfund 0.0%
Value ($000) $23 Shares 735 Est. Cost $36.33 Unrealized
CPAY Corpay Inc 0.0%
Value ($000) $23 Shares 67 Est. Cost $283.00 Unrealized +27.7%
VMC Vulcan Matls Co 0.0%
Value ($000) $23 Shares 100 Est. Cost $226.99 Unrealized +11.1%
FDT First Trust Dev Markets Ex-US Alphadex 0.0%
Value ($000) $23 Shares 400 Est. Cost $52.51 Unrealized
AON Aon Plc CLASS A CORP COMMON 0.0%
Value ($000) $23 Shares 58 Est. Cost $297.43 Unrealized +28.3%
Hess Corp Com 0.0%
Value ($000) $23 Shares 144 Est. Cost $112.30 Unrealized
FTGC First Tr Global Tactical Commodity Strategy FD 0.0%
Value ($000) $23 Shares 900 Est. Cost $23.72 Unrealized
KKR Kkr & CO INC And CLASS A CORP COMMON 0.0%
Value ($000) $23 Shares 198 Est. Cost $46.72 Unrealized +193.0%
RELX Relx Plc ADR Rep CORP COMMON 0.0%
Value ($000) $23 Shares 452 Est. Cost $29.57 Unrealized
TECB Ishares Trust U.S. Tech Breakthrough Multisector Etf 0.0%
Value ($000) $23 Shares 465 Est. Cost $32.49 Unrealized
FNDX Schwab Fundamental U.S. Large Company Index ETF 0.0%
Value ($000) $23 Shares 961 Est. Cost $29.09 Unrealized
ESGE Ishares Trust Ishare Inc Esg Aware Msci Em Etf 0.0%
Value ($000) $23 Shares 645 Est. Cost $31.48 Unrealized
SE Sea LTD ADR 0.0%
Value ($000) $22 Shares 172 Est. Cost $130.49 Unrealized
KT KT Corp 0.0%
Value ($000) $22 Shares 1,266 Est. Cost $17.03 Unrealized
WERN WERNER ENTERPRISES 0.0%
Value ($000) $22 Shares 750 Est. Cost $38.30 Unrealized -12.3%
PPG PPG Inds Inc Com 0.0%
Value ($000) $22 Shares 200 Est. Cost $87.76 Unrealized +28.3%
KOMP Spdr Series Trust S&p Kensho New Economies Composite Etf 0.0%
Value ($000) $22 Shares 468 Est. Cost $45.13 Unrealized
DDOG Datadog Inc. Class A 0.0%
Value ($000) $22 Shares 218 Est. Cost $126.18 Unrealized 0.0%
VFC V F Corp Com 0.0%
Value ($000) $21 Shares 1,355 Est. Cost $52.38 Unrealized -57.7%
SNPS Synopsys Inc 0.0%
Value ($000) $21 Shares 49 Est. Cost $516.11 Unrealized -5.9%
SKYW Skywest Inc Com 0.0%
Value ($000) $21 Shares 240 Est. Cost $35.67 Unrealized +186.7%
DKNG Draftkings Inc. 0.0%
Value ($000) $21 Shares 628 Est. Cost $41.08 Unrealized 0.0%
SKYY First Tr Ise Cloud Comp Inx ETF 0.0%
Value ($000) $21 Shares 204 Est. Cost $48.98 Unrealized
CRH CRH PLC ADR 0.0%
Value ($000) $21 Shares 237 Est. Cost $58.12 Unrealized +68.0%
FXH First Trust Exchange-Traded Fund Iii Health Care Alphadex 0.0%
Value ($000) $21 Shares 200 Est. Cost $109.59 Unrealized
LPLA LPL Financial Holdings 0.0%
Value ($000) $21 Shares 63 Est. Cost $313.23 Unrealized +11.2%
POST Post Hldgs Inc Com 0.0%
Value ($000) $21 Shares 177 Est. Cost $94.94 Unrealized +16.9%
STPZ Pimco Exchange Traded Fund 1-5 Year U.S. Tips Index Exchange-Traded 0.0%
Value ($000) $21 Shares 380 Est. Cost $55.19 Unrealized
FLEX Flextronics Intl LTD Ord 0.0%
Value ($000) $21 Shares 620 Est. Cost $14.64 Unrealized +167.5%
FEP First Trust Europe Alphadex Fund 0.0%
Value ($000) $20 Shares 500 Est. Cost $36.32 Unrealized
PDBC Invesco Capital Management LLC Optimum Yield Diversified Commodity Strategy No K-1 Etf 0.0%
Value ($000) $20 Shares 1,487 Est. Cost $16.03 Unrealized
ICSH Ishares Ultra Short-term Bond Etf Short Term 0.0%
Value ($000) $20 Shares 397 Est. Cost $50.16 Unrealized
KNF Knife RIV Corp NPV 0.0%
Value ($000) $20 Shares 223 Est. Cost $74.70 Unrealized +30.4%
BAP Creditcorp LTD USA 0.0%
Value ($000) $20 Shares 108 Est. Cost $120.19 Unrealized +46.2%
GOVT Ishares US Treasury Bond 0.0%
Value ($000) $20 Shares 873 Est. Cost $26.36 Unrealized
KGC Kinross Gold Corp 0.0%
Value ($000) $20 Shares 1,580 Est. Cost $11.22 Unrealized 0.0%
MNST Monster Beverage Cor 0.0%
Value ($000) $20 Shares 340 Est. Cost $38.14 Unrealized +36.7%
FTRI First Trust Exchange-Traded Fund Iii Indxx Global Natural Resources Income Etf 0.0%
Value ($000) $20 Shares 1,500 Est. Cost $13.27 Unrealized
AMTM Ammentum Holdings 0.0%
Value ($000) $20 Shares 1,086 Est. Cost $25.89 Unrealized -21.3%
COR Amerisourcebergen Corp Com 0.0%
Value ($000) $19 Shares 70 Est. Cost $93.79 Unrealized +166.1%
QQQM Invesco Exchange-Traded Fund Trust Ii Nasdaq 100 Etf 0.0%
Value ($000) $19 Shares 100 Est. Cost $148.62 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $19 Shares 74 Est. Cost $232.73 Unrealized +17.9%
FLS Flowserve Corp Com 0.0%
Value ($000) $19 Shares 389 Est. Cost $31.78 Unrealized +76.0%
HEDJ Wisdomtree Europe Hedged Equity 0.0%
Value ($000) $19 Shares 400 Est. Cost $51.00 Unrealized
WST West Pharmaceutical Services Inc. 0.0%
Value ($000) $19 Shares 83 Est. Cost $274.80 Unrealized 0.0%
WU Western Un Co Com 0.0%
Value ($000) $19 Shares 1,750 Est. Cost $20.26 Unrealized
DRI Darden Restaurants Inc 0.0%
Value ($000) $18 Shares 88 Est. Cost $188.66 Unrealized 0.0%
PEG Public Svc Enterprise Group Com 0.0%
Value ($000) $18 Shares 221 Est. Cost $59.08 Unrealized +37.1%
FXN First Trust Exchange-Traded Fund Iii Energy Alphadex 0.0%
Value ($000) $18 Shares 1,100 Est. Cost $18.73 Unrealized
FTV Fortive Corp 0.0%
Value ($000) $18 Shares 248 Est. Cost $49.84 Unrealized +17.3%
WAB Westinghouse Air Brake Technologies Corp Wabtec COMMON 0.0%
Value ($000) $18 Shares 100 Est. Cost $112.58 Unrealized +69.6%
ABEV Ambev SA Sponsored ADR 0.0%
Value ($000) $18 Shares 7,671 Est. Cost $3.50 Unrealized
Mr Cooper Group Inc. 0.0%
Value ($000) $18 Shares 149 Est. Cost $119.60 Unrealized
TAK Takeda Pharmaceutical CO Ltd Pharmaceuticl ADR Rep 0.5 CORP COMMON 0.0%
Value ($000) $18 Shares 1,195 Est. Cost $14.46 Unrealized
ZTO ZTO Express (Cayman) Inc. ADR 0.0%
Value ($000) $18 Shares 894 Est. Cost $19.84 Unrealized
SCZ iShares MSCI Eafe Small Cap 0.0%
Value ($000) $18 Shares 279 Est. Cost $44.32 Unrealized
MDU MDU RES Group Inc Com 0.0%
Value ($000) $17 Shares 1,032 Est. Cost $9.25 Unrealized +81.3%
DAL Delta Air Lines Inc. 0.0%
Value ($000) $17 Shares 400 Est. Cost $49.97 Unrealized +17.3%
OBDC OWL ROCK CAPITAL CORP 0.0%
Value ($000) $17 Shares 1,175 Est. Cost $9.58 Unrealized +40.1%
SRE Sempra Energy Com 0.0%
Value ($000) $17 Shares 241 Est. Cost $76.32 Unrealized -1.0%
VRT Vertiv Holdings Class A 0.0%
Value ($000) $17 Shares 238 Est. Cost $106.29 Unrealized 0.0%
CPRT Copart INC CORP COMMON 0.0%
Value ($000) $17 Shares 301 Est. Cost $43.01 Unrealized +30.8%
GJAN First Trust Exchange-Traded Fund Viii Ft Vest U.S. Equity Moderate Buffer Etf - January 0.0%
Value ($000) $17 Shares 450 Est. Cost $35.88 Unrealized
MKL Markel Corp Com 0.0%
Value ($000) $17 Shares 9 Est. Cost $1077.21 Unrealized +70.8%
WTRG Essential Utilities INC CORP COMMON 0.0%
Value ($000) $17 Shares 423 Est. Cost $42.96 Unrealized -14.5%
SNN Smith & Nephew PLC 0.0%
Value ($000) $17 Shares 588 Est. Cost $25.36 Unrealized
FLOT iShares Floating Rate Bond ETF 0.0%
Value ($000) $17 Shares 325 Est. Cost $25.09 Unrealized
ABG Asbury Automotive Group 0.0%
Value ($000) $17 Shares 75 Est. Cost $226.93 Unrealized +15.0%
INMU Ishares Intermediate Muni Income Active ETF 0.0%
Value ($000) $17 Shares 699 Est. Cost $23.60 Unrealized
JCI Johnson Controls Inc. Shs 0.0%
Value ($000) $17 Shares 206 Est. Cost $81.12 Unrealized +0.6%
MDIV FT Multi Asset Diversif Inc IDX ETF 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $17.00 Unrealized
CIEN Ciena Corp 0.0%
Value ($000) $16 Shares 270 Est. Cost $54.46 Unrealized +45.2%
Interpublic Group Cos Inc Common 0.0%
Value ($000) $16 Shares 600 Est. Cost $28.52 Unrealized -7.1%
LAD Lithia Motors Inc 0.0%
Value ($000) $16 Shares 55 Est. Cost $340.53 Unrealized 0.0%
BK Bank New York Mellon Corp 0.0%
Value ($000) $16 Shares 187 Est. Cost $37.48 Unrealized +120.3%
IDV iShares Tr Dow Jones Epac Select Div 0.0%
Value ($000) $16 Shares 500 Est. Cost $28.88 Unrealized
TLK Pt Telekomunikasi Indonesia TBK 0.0%
Value ($000) $15 Shares 1,045 Est. Cost $23.55 Unrealized
VIS Vanguard Industrials Etf 0.0%
Value ($000) $15 Shares 62 Est. Cost $169.35 Unrealized
HAL Halliburton Co Com 0.0%
Value ($000) $15 Shares 604 Est. Cost $30.15 Unrealized -15.1%
URI United Rentals INC Rental CORP COMMON 0.0%
Value ($000) $15 Shares 24 Est. Cost $325.11 Unrealized +109.8%
LEG Leggett & Platt Inc Com 0.0%
Value ($000) $15 Shares 1,900 Est. Cost $48.84 Unrealized -80.6%
SU Suncor Energy Inc New Com 0.0%
Value ($000) $15 Shares 386 Est. Cost $27.30 Unrealized +37.2%
FTSL First Trust High Yield Long/Short ETF 0.0%
Value ($000) $15 Shares 327 Est. Cost $46.24 Unrealized
HWM Howmet Aerospace INC CORP COMMON 0.0%
Value ($000) $15 Shares 112 Est. Cost $37.15 Unrealized +241.2%
CTSH Cognizant Technology Solutiocl A 0.0%
Value ($000) $14 Shares 189 Est. Cost $67.89 Unrealized +18.2%
PKG Packaging Corp America 0.0%
Value ($000) $14 Shares 73 Est. Cost $80.43 Unrealized +159.1%
GMAB Genmab A/s ADR 0.0%
Value ($000) $14 Shares 733 Est. Cost $33.96 Unrealized
PGF Invesco Capital Management LLC Financial Preferred Etf 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $17.00 Unrealized
HBAN Huntington Bancshares INC Corp 0.0%
Value ($000) $14 Shares 936 Est. Cost $10.99 Unrealized +41.3%
HDEF Dbx Etf Trust Xtrackers Msci Eafe High Dividend Yield Equity 0.0%
Value ($000) $14 Shares 515 Est. Cost $23.03 Unrealized
SKM Sk Telecom Ltd. Sponsored ADR 0.0%
Value ($000) $14 Shares 656 Est. Cost $21.37 Unrealized
URBN Urban Outfitters Inc Com 0.0%
Value ($000) $14 Shares 266 Est. Cost $37.39 Unrealized +46.6%
Lexington Realty Trust Com 0.0%
Value ($000) $14 Shares 1,600 Est. Cost $10.00 Unrealized
LEN Lennar Corp Cl A 0.0%
Value ($000) $14 Shares 119 Est. Cost $50.71 Unrealized +142.8%
PBR/A Petroleo Brasileiro ADR 0.0%
Value ($000) $13 Shares 1,034 Est. Cost $10.19 Unrealized
CNQ Canadian Natural Resources LTD 0.0%
Value ($000) $13 Shares 436 Est. Cost $24.43 Unrealized +21.0%
ICOW Pacer Funds Trust Developed Markets International Cash Cows 100 Etf 0.0%
Value ($000) $13 Shares 425 Est. Cost $31.25 Unrealized
VLO Valero Energy Corp New Com 0.0%
Value ($000) $13 Shares 101 Est. Cost $53.58 Unrealized +141.5%
MSM Msc Indl Direct Co Inc Cl A 0.0%
Value ($000) $13 Shares 170 Est. Cost $92.95 Unrealized -13.9%
MEAR Blackrock Institutional Trust Company N.A. Ishares Short Maturity Municipal Bond Active Etf 0.0%
Value ($000) $13 Shares 262 Est. Cost $49.83 Unrealized
Allete Inc Com New 0.0%
Value ($000) $13 Shares 200 Est. Cost $66.67 Unrealized
CIVI Civitas Resources Inc 0.0%
Value ($000) $13 Shares 375 Est. Cost $57.01 Unrealized -26.9%
SKYH Sky Harbour Group Corp 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $11.38 Unrealized -1.6%
CRTO Criteo SA 0.0%
Value ($000) $13 Shares 366 Est. Cost $15.74 Unrealized
DFAE Dimensional Etf Trust Emerging Core Equity Market 0.0%
Value ($000) $13 Shares 495 Est. Cost $24.11 Unrealized
ECON Columbia Etf Trust Ii Research Enhanced Emerging Economies 0.0%
Value ($000) $13 Shares 585 Est. Cost $20.47 Unrealized
BAM Brookfield Asset Management Ltd Mngmt CLASS A CORP COMMON 0.0%
Value ($000) $13 Shares 262 Est. Cost $36.54 Unrealized +45.0%
AIG American Intl Group 0.0%
Value ($000) $13 Shares 146 Est. Cost $38.34 Unrealized +98.6%
KVUE Kenvue Inc 0.0%
Value ($000) $13 Shares 526 Est. Cost $20.15 Unrealized +6.1%
GNTX Gentex Corp Common 0.0%
Value ($000) $13 Shares 540 Est. Cost $34.38 Unrealized -25.6%
VRNS VARONIS SYSTEMS INC 0.0%
Value ($000) $13 Shares 311 Est. Cost $26.07 Unrealized +64.9%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $12 Shares 801 Est. Cost $11.75 Unrealized +65.1%
EQIX Equinix Inc 0.0%
Value ($000) $12 Shares 15 Est. Cost $880.48 Unrealized 0.0%
AVDV American Century Etf Trust Avantis International Small Cap Value 0.0%
Value ($000) $12 Shares 175 Est. Cost $49.41 Unrealized
GEN NortonLifelock 0.0%
Value ($000) $12 Shares 459 Est. Cost $19.11 Unrealized +41.2%
VTWO Vanguard Russell 2000 Index ETF 0.0%
Value ($000) $12 Shares 150 Est. Cost $87.04 Unrealized
GMAR First Trust Exchange-Traded Fund Viii Ft Vest U.S. Equity Moderate Buffer Etf - March 0.0%
Value ($000) $12 Shares 325 Est. Cost $36.72 Unrealized
PNW Pinnacle West Cap Corp Common 0.0%
Value ($000) $12 Shares 126 Est. Cost $63.59 Unrealized +35.8%
OXY Occidental Pete Corp Del Com 0.0%
Value ($000) $12 Shares 241 Est. Cost $58.07 Unrealized -17.6%
TRP Tc Energy Corp COMMON 0.0%
Value ($000) $12 Shares 250 Est. Cost $34.32 Unrealized +32.5%
OWL Blue Owl Capital Inc. 0.0%
Value ($000) $12 Shares 583 Est. Cost $22.49 Unrealized 0.0%
VIPS Vipshop Holdings Ltd Holdgs Spon Ads Rep 0.20 CORP COMMON 0.0%
Value ($000) $12 Shares 739 Est. Cost $17.76 Unrealized
RF Regions Financial Corp 0.0%
Value ($000) $11 Shares 528 Est. Cost $11.89 Unrealized +88.4%
FEZ SPDR Euro Stoxx 50 Fund 0.0%
Value ($000) $11 Shares 210 Est. Cost $46.04 Unrealized
NVT Nvent Electric Plc CORP COMMON 0.0%
Value ($000) $11 Shares 217 Est. Cost $30.70 Unrealized +103.8%
EMBJ Embraer SA 0.0%
Value ($000) $11 Shares 246 Est. Cost $11.06 Unrealized
OGS One Gas Inc Com 0.0%
Value ($000) $11 Shares 150 Est. Cost $64.84 Unrealized +11.2%
DGX Quest Diagnostics Inc Common 0.0%
Value ($000) $11 Shares 67 Est. Cost $117.90 Unrealized +37.3%
USMC Principal Exchange-Traded Funds U.S. Mega-Cap Etf 0.0%
Value ($000) $11 Shares 199 Est. Cost $52.71 Unrealized
DLS Wisdomtree International Smallcap Dividend Fund 0.0%
Value ($000) $11 Shares 170 Est. Cost $57.47 Unrealized
EXAS Exact Sciensces Corp 0.0%
Value ($000) $11 Shares 257 Est. Cost $50.64 Unrealized 0.0%
PR Periman Resources Class A 0.0%
Value ($000) $11 Shares 798 Est. Cost $14.68 Unrealized -2.4%
UBS UBS Group AG 0.0%
Value ($000) $11 Shares 363 Est. Cost $30.05 Unrealized +11.0%
FNX First Trust Portfolios Mid Cap 0.0%
Value ($000) $11 Shares 100 Est. Cost $0.09 Unrealized
BKR Baker Hughes Inc 0.0%
Value ($000) $11 Shares 247 Est. Cost $22.58 Unrealized +94.0%
CAE CAE Inc 0.0%
Value ($000) $11 Shares 438 Est. Cost $18.76 Unrealized +29.9%
KHC The Kraft Heinz Company 0.0%
Value ($000) $11 Shares 352 Est. Cost $35.74 Unrealized -20.7%
TKO TKO Group Holdings Inc 0.0%
Value ($000) $11 Shares 70 Est. Cost $112.93 Unrealized +33.7%
ES Eversource Energy 0.0%
Value ($000) $11 Shares 172 Est. Cost $57.17 Unrealized 0.0%
MGA Magna Intl Inc Com 0.0%
Value ($000) $11 Shares 314 Est. Cost $57.44 Unrealized -35.3%
GRAB Grab Holdings LTD 0.0%
Value ($000) $11 Shares 2,346 Est. Cost $4.67 Unrealized 0.0%
PHG Koninklijke Philips NV 0.0%
Value ($000) $11 Shares 417 Est. Cost $19.62 Unrealized
John Hancock Premium Dividend Fund 0.0%
Value ($000) $10 Shares 788 Est. Cost $16.50 Unrealized
SMG SCOTTS MIRACLE GRO CO CLASS A 0.0%
Value ($000) $10 Shares 186 Est. Cost $62.96 Unrealized -2.3%
LNG Cheniere Energy Inc 0.0%
Value ($000) $10 Shares 44 Est. Cost $68.37 Unrealized +229.3%
STM St Microelectronics New York Shares 0.0%
Value ($000) $10 Shares 463 Est. Cost $23.98 Unrealized
GRFS Grifols SA 0.0%
Value ($000) $10 Shares 1,411 Est. Cost $10.52 Unrealized
VUSB Vanguard Ultra Short Bond ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
SHY IShares 1-3 Year Treasury Bond ETF 0.0%
Value ($000) $10 Shares 119 Est. Cost $81.10 Unrealized
EZU iShares Inc MSCI Emu Index 0.0%
Value ($000) $10 Shares 182 Est. Cost $53.25 Unrealized
CE Celanese Corp Del Com Ser A 0.0%
Value ($000) $10 Shares 170 Est. Cost $95.63 Unrealized -34.8%
ARE Alexandria Real Estate Equitities 0.0%
Value ($000) $10 Shares 104 Est. Cost $129.01 Unrealized -28.7%
UAL United Contl Hldgs Inc 0.0%
Value ($000) $10 Shares 139 Est. Cost $94.43 Unrealized 0.0%
F Ford Mtr Co Del Com Par $0.01 0.0%
Value ($000) $9 Shares 945 Est. Cost $10.05 Unrealized -8.1%
CVE Cenovus Energy Inc Com 0.0%
Value ($000) $9 Shares 664 Est. Cost $15.67 Unrealized -9.7%
UHAL U-Haul Holding Co 0.0%
Value ($000) $9 Shares 141 Est. Cost $59.77 Unrealized +15.9%
WPP WPP PLC Sponsored 0.0%
Value ($000) $9 Shares 241 Est. Cost $57.71 Unrealized
AVDE American Century Etf Trust Avantis International Equity 0.0%
Value ($000) $9 Shares 135 Est. Cost $64.54 Unrealized
OEF iShares Tr Index S&P 100 Idx FD 0.0%
Value ($000) $9 Shares 33 Est. Cost $207.06 Unrealized
LDOS Leidos Holdings INC CORP COMMON 0.0%
Value ($000) $9 Shares 66 Est. Cost $91.68 Unrealized +50.8%
AMX America Movil SAV DE ADS 0.0%
Value ($000) $9 Shares 623 Est. Cost $17.27 Unrealized
STX Seagate Technology Holdings PLC 0.0%
Value ($000) $9 Shares 104 Est. Cost $56.56 Unrealized +64.1%
CPT Camden Ppty Tr Sh Ben Int 0.0%
Value ($000) $9 Shares 72 Est. Cost $111.97 Unrealized +1.1%
HMC Honda Motor Company LTD ADR 0.0%
Value ($000) $9 Shares 324 Est. Cost $30.57 Unrealized
ICLR Icon Plc CORP COMMON 0.0%
Value ($000) $9 Shares 50 Est. Cost $247.72 Unrealized -21.7%
RNR Renaissance Holdings 0.0%
Value ($000) $9 Shares 36 Est. Cost $192.38 Unrealized +25.8%
HZO Marinemax Inc 0.0%
Value ($000) $9 Shares 400 Est. Cost $32.74 Unrealized -18.5%
SW Smurfit Westrock PLC 0.0%
Value ($000) $9 Shares 190 Est. Cost $49.43 Unrealized +0.2%
NI Nisource Inc Com 0.0%
Value ($000) $8 Shares 204 Est. Cost $24.99 Unrealized +50.7%
REGL Proshares Trust S&p Midcap 400 Div Aristocrats Etf 0.0%
Value ($000) $8 Shares 100 Est. Cost $66.74 Unrealized
PAVE Global X Funds U.S. Infrastructure Development Etf 0.0%
Value ($000) $8 Shares 210 Est. Cost $34.47 Unrealized
XMMO Invesco Capital Management LLC S&p Midcap Momentum Etf 0.0%
Value ($000) $8 Shares 69 Est. Cost $86.31 Unrealized
XSMO Invesco S&P Smallcap Momentum ETF 0.0%
Value ($000) $8 Shares 124 Est. Cost $66.19 Unrealized
E ENI SPA 0.0%
Value ($000) $8 Shares 251 Est. Cost $30.96 Unrealized
HII Huntington Ingalls Industries 0.0%
Value ($000) $8 Shares 38 Est. Cost $192.16 Unrealized -3.2%
RRX Regal Rexnord Corp 0.0%
Value ($000) $8 Shares 68 Est. Cost $161.91 Unrealized -14.2%
PRGO Perrigo Co LTD Shrs 0.0%
Value ($000) $8 Shares 275 Est. Cost $34.76 Unrealized -25.4%
OTEX Open Text Corp Com 0.0%
Value ($000) $8 Shares 305 Est. Cost $29.22 Unrealized -9.2%
NNN National Retail Properties Icom 0.0%
Value ($000) $8 Shares 179 Est. Cost $43.73 Unrealized
Total S A Sponsored ADR 0.0%
Value ($000) $8 Shares 116 Est. Cost $58.77 Unrealized
CX Cemex Sab De Cv ADR Rep 10 Par 0.0%
Value ($000) $7 Shares 1,331 Est. Cost $6.15 Unrealized
EMLC Vaneck Vectors ETF 0.0%
Value ($000) $7 Shares 312 Est. Cost $29.71 Unrealized
PII Polaris Inds Inc Com 0.0%
Value ($000) $7 Shares 180 Est. Cost $90.70 Unrealized -47.5%
WIX Wix Com LTD 0.0%
Value ($000) $7 Shares 45 Est. Cost $167.12 Unrealized +24.3%
AN Autonation Inc 0.0%
Value ($000) $7 Shares 43 Est. Cost $147.13 Unrealized +21.3%
ADM Archer Daniels Midland Co 0.0%
Value ($000) $7 Shares 144 Est. Cost $54.24 Unrealized -13.7%
APP Applovin Corp Ordinary Shares - Class A 0.0%
Value ($000) $7 Shares 26 Est. Cost $344.61 Unrealized 0.0%
TRIP Tripadvisor Inc 0.0%
Value ($000) $7 Shares 485 Est. Cost $25.50 Unrealized -38.6%
THC Tenet Healthcare Corp 0.0%
Value ($000) $7 Shares 51 Est. Cost $151.24 Unrealized -12.9%
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $7 Shares 56 Est. Cost $140.86 Unrealized -5.8%
VLUE iShares MSCI USA Value Factor ETF 0.0%
Value ($000) $7 Shares 63 Est. Cost $93.63 Unrealized
OGE OGE Energy Inc 0.0%
Value ($000) $7 Shares 146 Est. Cost $34.34 Unrealized +26.7%
KD Kyndryl Holdings Inc 0.0%
Value ($000) $7 Shares 213 Est. Cost $23.97 Unrealized +56.3%
FPE First Trust Preferred Securities and Income FD 0.0%
Value ($000) $7 Shares 380 Est. Cost $17.36 Unrealized
HUBB Hubbell INC CORP COMMON 0.0%
Value ($000) $7 Shares 20 Est. Cost $159.48 Unrealized +139.9%
VIV Telefonica Brasil ADS 0.0%
Value ($000) $7 Shares 756 Est. Cost $8.13 Unrealized
BWX SPDR Lehman Intl Treasury Bd 0.0%
Value ($000) $7 Shares 300 Est. Cost $22.24 Unrealized
EW Edwards Lifesciences Corp Com 0.0%
Value ($000) $7 Shares 90 Est. Cost $74.05 Unrealized -3.3%
DCI Donaldson Co Inc 0.0%
Value ($000) $6 Shares 96 Est. Cost $71.52 Unrealized -4.8%
CGUS Capital Group Companies Inc Core Equity Etf 0.0%
Value ($000) $6 Shares 192 Est. Cost $33.40 Unrealized
SPIB Ssga Active Trust Spdr Portfolio Intermediate Term Corporate Bond Etf 0.0%
Value ($000) $6 Shares 192 Est. Cost $31.45 Unrealized
LNT Alliant Energy Corp Com 0.0%
Value ($000) $6 Shares 98 Est. Cost $50.02 Unrealized +19.1%
COWG Pacer Funds Trust US Large Cap Cash Cows Growth Leaders Etf 0.0%
Value ($000) $6 Shares 203 Est. Cost $30.79 Unrealized
SHAK Shake Shack Inc Cl A 0.0%
Value ($000) $6 Shares 70 Est. Cost $34.56 Unrealized +214.0%
VYMI Vanguard Internatl High Div Yield Index Fund Internatnl Hgh Yld Etf 0.0%
Value ($000) $6 Shares 80 Est. Cost $19.40 Unrealized
GPN Global Payments Inc 0.0%
Value ($000) $6 Shares 60 Est. Cost $116.36 Unrealized -11.1%
ALLE Allegion PLC 0.0%
Value ($000) $6 Shares 45 Est. Cost $103.25 Unrealized +24.5%
JAZZ Jazz Pharmaceuticals PLC 0.0%
Value ($000) $6 Shares 47 Est. Cost $122.01 Unrealized +6.9%
QQQJ Invesco Exchange-Traded Fund Trust Ii Nasdaq Next Gen 100 Etf 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
EA Electronic Arts INC CORP COMMON 0.0%
Value ($000) $6 Shares 40 Est. Cost $149.31 Unrealized -9.9%
Hanesbrands Inc Com 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $12.63 Unrealized
ADPT ADAPTIVE BIOTECHNOLOGIES CORP COM 0.0%
Value ($000) $6 Shares 772 Est. Cost $8.82 Unrealized -12.8%
ATHM AutoHome Inc ADR 0.0%
Value ($000) $6 Shares 205 Est. Cost $27.89 Unrealized
GPK Graphic Packaging Holding Company 0.0%
Value ($000) $6 Shares 218 Est. Cost $20.24 Unrealized +32.2%
PHM Pulte Group Inc 0.0%
Value ($000) $6 Shares 55 Est. Cost $70.71 Unrealized +51.6%
EES WisdomTree U.S. Smallcap Earnings Fund 0.0%
Value ($000) $6 Shares 115 Est. Cost $50.40 Unrealized
FNF Fidelity National Financial Inc 0.0%
Value ($000) $6 Shares 86 Est. Cost $46.41 Unrealized +20.8%
VNT Vontier Corp COMMON 0.0%
Value ($000) $6 Shares 170 Est. Cost $27.12 Unrealized +34.3%
FCNCA First Citizens Bancshares Inc Class A 0.0%
Value ($000) $6 Shares 3 Est. Cost $768.01 Unrealized +164.2%
PSC Principal Exchange-Traded Funds U.S. Small-Cap Etf 0.0%
Value ($000) $6 Shares 114 Est. Cost $51.27 Unrealized
BCI ABRDN Bloomberg All Commodity 0.0%
Value ($000) $5 Shares 256 Est. Cost $19.92 Unrealized
TAP Molson Coors Brewing Co Cl B 0.0%
Value ($000) $5 Shares 90 Est. Cost $53.11 Unrealized +4.9%
NTES Netease Inc 0.0%
Value ($000) $5 Shares 53 Est. Cost $93.16 Unrealized
LBRDK Liberty Broadbank Corp Ser C 0.0%
Value ($000) $5 Shares 64 Est. Cost $94.86 Unrealized -20.7%
Wns Holdings ADR 0.0%
Value ($000) $5 Shares 88 Est. Cost $52.50 Unrealized
TSN Tyson Foods Inc Cl A 0.0%
Value ($000) $5 Shares 83 Est. Cost $53.62 Unrealized +6.1%
DINO HF Sinclair Corp 0.0%
Value ($000) $5 Shares 161 Est. Cost $40.96 Unrealized -18.2%
MUFG Mitsubishi Ufj Financial Group INC Fncl Grp Ads Rep CORP COMMON 0.0%
Value ($000) $5 Shares 386 Est. Cost $5.69 Unrealized
ENIC Enel Chile S.A. 0.0%
Value ($000) $5 Shares 1,586 Est. Cost $2.89 Unrealized
CCK Crown Holdings Inc 0.0%
Value ($000) $5 Shares 58 Est. Cost $89.18 Unrealized -3.2%
FUTU Futu Holdings LTD 0.0%
Value ($000) $5 Shares 50 Est. Cost $102.36 Unrealized
CMC Commercial Metals Company 0.0%
Value ($000) $5 Shares 109 Est. Cost $53.42 Unrealized -10.1%
NMR Nomura Holdings Inc. ADR 0.0%
Value ($000) $5 Shares 796 Est. Cost $6.15 Unrealized
TECK Teck Resources Ltd CLASS B CORP COMMON 0.0%
Value ($000) $5 Shares 134 Est. Cost $38.40 Unrealized +8.0%
BIO Bio Rad Laboratories INC CLASS A CORP COMMON 0.0%
Value ($000) $5 Shares 20 Est. Cost $429.85 Unrealized -30.0%
JOYY Joyy Inc ADR 0.0%
Value ($000) $5 Shares 116 Est. Cost $39.70 Unrealized
MOS Mosaic Co New Com 0.0%
Value ($000) $5 Shares 179 Est. Cost $33.40 Unrealized -23.0%
MTCH Match Group INC CORP COMMON 0.0%
Value ($000) $5 Shares 152 Est. Cost $31.11 Unrealized +3.2%
SPDW SPDR Index Shs Fds 0.0%
Value ($000) $5 Shares 130 Est. Cost $36.41 Unrealized
BILI Bilbili Inc. ADR 0.0%
Value ($000) $5 Shares 247 Est. Cost $19.11 Unrealized
SPEM Spdr Portfolio Emerging Markets Etf Index Shares Emerg Markt 0.0%
Value ($000) $5 Shares 119 Est. Cost $39.40 Unrealized
IAC IAC/InteractiveCorp 0.0%
Value ($000) $5 Shares 100 Est. Cost $69.19 Unrealized -47.3%
GLPI Gaming and Leisure Properties Inc 0.0%
Value ($000) $5 Shares 90 Est. Cost $40.81 Unrealized
XYZ Square INC CLASS A CORP COMMON 0.0%
Value ($000) $5 Shares 84 Est. Cost $74.64 Unrealized 0.0%
WDC Western Digital Corp Com 0.0%
Value ($000) $4 Shares 110 Est. Cost $47.25 Unrealized 0.0%
Cyberark Software Ltd Cyber Ark CORP COMMON 0.0%
Value ($000) $4 Shares 13 Est. Cost $219.08 Unrealized
KBE Spdr Kbw Bank Etf S&p 0.0%
Value ($000) $4 Shares 82 Est. Cost $55.61 Unrealized
RHI Robert Half Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 77 Est. Cost $52.41 Unrealized +16.3%
SHG Shinhan Financial 0.0%
Value ($000) $4 Shares 127 Est. Cost $29.79 Unrealized
XMVM Invesco Capital Management LLC S&p Midcap Value With Momentum Etf 0.0%
Value ($000) $4 Shares 77 Est. Cost $55.43 Unrealized
CPB Campbell Soup Co Com 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.83 Unrealized +2.8%
AIA iShares S&P Asia 50 0.0%
Value ($000) $4 Shares 55 Est. Cost $51.28 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $4 Shares 53 Est. Cost $96.42 Unrealized -25.8%
ZBRA Zebra Technologies Corp Class A 0.0%
Value ($000) $4 Shares 14 Est. Cost $335.88 Unrealized +1.7%
MBC Masterbrand INC CORP COMMON 0.0%
Value ($000) $4 Shares 300 Est. Cost $8.19 Unrealized +85.6%
HR Healthcare Com CL A 0.0%
Value ($000) $4 Shares 225 Est. Cost $0.02 Unrealized
ALLY Ally Financial Inc 0.0%
Value ($000) $4 Shares 104 Est. Cost $33.60 Unrealized +5.9%
REDFIN CORP 0.0%
Value ($000) $4 Shares 404 Est. Cost $9.06 Unrealized
XAR Spdr Series Trust S&p Aerospace & Defense Etf 0.0%
Value ($000) $4 Shares 23 Est. Cost $140.52 Unrealized
NWSA Newscorp LLC Shares Class A 0.0%
Value ($000) $4 Shares 135 Est. Cost $17.29 Unrealized +60.8%
VTRS Viatris INC CORP COMMON 0.0%
Value ($000) $4 Shares 421 Est. Cost $11.55 Unrealized -13.3%
IX Orix Corporation Spons 0.0%
Value ($000) $4 Shares 175 Est. Cost $20.89 Unrealized
IDHQ Invesco Capital Management LLC S&p International Developed Quality Etf 0.0%
Value ($000) $4 Shares 117 Est. Cost $31.76 Unrealized
SMFG Sumitomo Mitsui Financial Group 0.0%
Value ($000) $3 Shares 226 Est. Cost $15.46 Unrealized
WCC Wesco International Inc 0.0%
Value ($000) $3 Shares 22 Est. Cost $148.63 Unrealized +19.3%
QTRX QUANTERIX CORP 0.0%
Value ($000) $3 Shares 520 Est. Cost $12.78 Unrealized -34.7%
WTW Willis Tower Watson 0.0%
Value ($000) $3 Shares 10 Est. Cost $208.29 Unrealized +54.7%
CLVT Clarivate PLC Ordinady Shares 0.0%
Value ($000) $3 Shares 854 Est. Cost $14.42 Unrealized -67.1%
MFG Mizuho Financial Group 0.0%
Value ($000) $3 Shares 604 Est. Cost $5.51 Unrealized
KRNT KORNIT DIGITAL LTD 0.0%
Value ($000) $3 Shares 174 Est. Cost $22.56 Unrealized +15.8%
Invesco Quality Municipal 0.0%
Value ($000) $3 Shares 339 Est. Cost $11.80 Unrealized
LUV Southwest Airls Co Com 0.0%
Value ($000) $3 Shares 96 Est. Cost $48.32 Unrealized -35.8%
NXT Nextracker Inc 0.0%
Value ($000) $3 Shares 76 Est. Cost $53.20 Unrealized -16.4%
LBTYA Liberty Group Ltd 0.0%
Value ($000) $3 Shares 276 Est. Cost $8.72 Unrealized +33.4%
BIIB Biogen Idec Inc Com 0.0%
Value ($000) $3 Shares 23 Est. Cost $142.96 Unrealized 0.0%
QFIN Qifu Technology Inc. ADR 0.0%
Value ($000) $3 Shares 70 Est. Cost $44.91 Unrealized
JBGS JBG Smith Properties 0.0%
Value ($000) $3 Shares 191 Est. Cost $30.98 Unrealized
BLDR Builders Firstsource Inc 0.0%
Value ($000) $3 Shares 24 Est. Cost $105.37 Unrealized +38.1%
CRSP CRISPR THERAPEUTICS AG COM CHF0.03 0.0%
Value ($000) $3 Shares 86 Est. Cost $48.57 Unrealized -12.7%
MRNA Moderna 0.0%
Value ($000) $3 Shares 100 Est. Cost $144.91 Unrealized -75.5%
XLRE Select Sector Spdr Tr Real Estate Select Sectorspdr Fund 0.0%
Value ($000) $3 Shares 67 Est. Cost $29.85 Unrealized
EWL Blackrock Institutional Trust Company N.A. Ishares Msci Switzerland Etf 0.0%
Value ($000) $3 Shares 54 Est. Cost $51.80 Unrealized
CMP Compass Minerals Intl Inc 0.0%
Value ($000) $3 Shares 300 Est. Cost $54.94 Unrealized -79.2%
VSAT Viasat Inc 0.0%
Value ($000) $3 Shares 265 Est. Cost $48.42 Unrealized -80.1%
ECG Everus Construction Group Inc NPV 0.0%
Value ($000) $3 Shares 74 Est. Cost $62.93 Unrealized -14.5%
HSIC Schein Henry Inc Com 0.0%
Value ($000) $3 Shares 40 Est. Cost $69.67 Unrealized +6.0%
SNX Synnex Corp Common 0.0%
Value ($000) $3 Shares 26 Est. Cost $112.44 Unrealized +17.2%
CNH CNH Industries NV 0.0%
Value ($000) $3 Shares 219 Est. Cost $13.20 Unrealized -6.7%
FID First Trust Exchange-Traded Fund Vi S&p International Dividend Aristocrats Etf 0.0%
Value ($000) $3 Shares 155 Est. Cost $16.28 Unrealized
MOMO Hello Group Inc ADR 0.0%
Value ($000) $3 Shares 423 Est. Cost $6.95 Unrealized
EWD Blackrock Institutional Trust Company N.A. Ishares Msci Sweden Etf 0.0%
Value ($000) $3 Shares 63 Est. Cost $42.08 Unrealized
TDIV First Trust Exchange-Traded Fund Iii Etf Vi Nasdaq Technology Dividend Index 0.0%
Value ($000) $3 Shares 36 Est. Cost $80.31 Unrealized
IQV IQVIA Holdings Inc 0.0%
Value ($000) $3 Shares 15 Est. Cost $204.13 Unrealized -5.0%
NTR Nutrien LTD NPV 0.0%
Value ($000) $3 Shares 52 Est. Cost $50.14 Unrealized 0.0%
VOD Vodafone Group PLC New Spnsr ADR No Par 0.0%
Value ($000) $3 Shares 272 Est. Cost $22.15 Unrealized
ABNB Air BnB Ordinary Share Class A 0.0%
Value ($000) $3 Shares 21 Est. Cost $129.58 Unrealized +3.4%
UHAL/B U-Haul Holding Co 0.0%
Value ($000) $2 Shares 42 Est. Cost $62.58 Unrealized 0.0%
NFG National Fuel Gas Co. 0.0%
Value ($000) $2 Shares 29 Est. Cost $55.50 Unrealized +29.6%
EB EVENTBRITE INC COM CL A 0.0%
Value ($000) $2 Shares 1,049 Est. Cost $8.25 Unrealized -63.6%
FTRE Fortrea Holdings Inc 0.0%
Value ($000) $2 Shares 287 Est. Cost $28.51 Unrealized -50.5%
NICE Nice Systems LTD Sponsored 0.0%
Value ($000) $2 Shares 14 Est. Cost $199.51 Unrealized
DFAR Dimensional Etf Trust US Real Estate 0.0%
Value ($000) $2 Shares 90 Est. Cost $22.37 Unrealized
TCHP T. Rowe Price Exchangetraded Funds Inc Blue Chip Growth Etf 0.0%
Value ($000) $2 Shares 56 Est. Cost $42.11 Unrealized
WIT Wipro 0.0%
Value ($000) $2 Shares 681 Est. Cost $4.55 Unrealized
Nextera Energy Inc. 6.926 Matures 9 1 2025 0.0%
Value ($000) $2 Shares 51 Est. Cost $40.63 Unrealized
IJS iShares Smallcap 600/Barra 0.0%
Value ($000) $2 Shares 20 Est. Cost $105.70 Unrealized
BEAM BEAM THERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 97 Est. Cost $39.47 Unrealized -33.6%
MIDD The Middleby Corp 0.0%
Value ($000) $2 Shares 12 Est. Cost $137.88 Unrealized +13.8%
ATI Allegheny Technologies Inc 0.0%
Value ($000) $2 Shares 34 Est. Cost $16.25 Unrealized +249.3%
FBND Fidelity Total Bd ETF 0.0%
Value ($000) $2 Shares 37 Est. Cost $49.16 Unrealized
SATS Echostar Corporation Com 0.0%
Value ($000) $2 Shares 66 Est. Cost $13.94 Unrealized +95.1%
MAA Mid-America Apartment Communities 0.0%
Value ($000) $2 Shares 10 Est. Cost $149.83 Unrealized +2.3%
EMLP First Trust Exchange-Traded Fund Iii North American Energy Infrastructure 0.0%
Value ($000) $2 Shares 44 Est. Cost $21.05 Unrealized
ANGL Vaneck Vectors ETF Tr Fallen Angel Hg 0.0%
Value ($000) $2 Shares 57 Est. Cost $28.86 Unrealized
MRP Millrose Properties, Inc. 0.0%
Value ($000) $2 Shares 60 Est. Cost $26.52 Unrealized
ONON On Holding AG 0.0%
Value ($000) $2 Shares 36 Est. Cost $52.56 Unrealized 0.0%
WDS Woodside Energy Group LTD 0.0%
Value ($000) $2 Shares 108 Est. Cost $21.28 Unrealized
KN Knowles Corporation 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.28 Unrealized -2.1%
Championx Corp COMMON 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
HYLB Dbx Etf Trust Xtrackers USD High Yield Corporate Bond 0.0%
Value ($000) $1 Shares 41 Est. Cost $36.15 Unrealized
ULTA Ulta Beauty INC CORP COMMON 0.0%
Value ($000) $1 Shares 4 Est. Cost $411.43 Unrealized -7.4%
HIMX Himax Technologies Inc. ADR 0.0%
Value ($000) $1 Shares 199 Est. Cost $7.35 Unrealized
FDD First Trust Exchange-Traded Fund Iii Stoxx European Select Dividend Income 0.0%
Value ($000) $1 Shares 104 Est. Cost $12.46 Unrealized
JMBS Janus Henderson Mortgage-Backed Securities ETF 0.0%
Value ($000) $1 Shares 31 Est. Cost $45.19 Unrealized
SOBO South Bow Corp 0.0%
Value ($000) $1 Shares 50 Est. Cost $22.97 Unrealized +4.8%
NE Noble Corporation PLC 0.0%
Value ($000) $1 Shares 53 Est. Cost $41.34 Unrealized -35.3%
KSS Kohls Corp Com 0.0%
Value ($000) $1 Shares 140 Est. Cost $54.01 Unrealized -78.5%
OXY/WS Occidental Petroleum Corp. Warrants (03/08/2027) 0.0%
Value ($000) $1 Shares 39 Est. Cost $41.15 Unrealized
MRVI MARAVAI LIFESCIENCES HOLDINGS INC 0.0%
Value ($000) $1 Shares 474 Est. Cost $14.36 Unrealized -72.5%
USMV iShares MSCI USA Minimum Volatility ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $93.64 Unrealized
MHK Mohawk Industries Inc 0.0%
Value ($000) $1 Shares 9 Est. Cost $136.17 Unrealized -12.4%
Albemarle Corp 7.25 CNV PFD Matures 3 1 2027 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.64 Unrealized
BHF Brighthouse Finl Inc Common 0.0%
Value ($000) $1 Shares 17 Est. Cost $39.02 Unrealized +43.1%
IGLB iShares 10Plus Yr Crd Bond Blackrock 0.0%
Value ($000) $1 Shares 19 Est. Cost $50.21 Unrealized
OGN Organon & Co 0.0%
Value ($000) $1 Shares 63 Est. Cost $23.38 Unrealized -35.4%
XRAY Dentsply Sirona Inc 0.0%
Value ($000) $1 Shares 50 Est. Cost $60.19 Unrealized -70.6%
GNL Global Net Lease Inc 0.0%
Value ($000) $1 Shares 89 Est. Cost $9.59 Unrealized
VSS Vanguard FTSE All WO X US 0.0%
Value ($000) $1 Shares 6 Est. Cost $115.67 Unrealized
PYLD Pimco Exchange Traded Fund Multisector Bond Active Exchange-Traded 0.0%
Value ($000) $1 Shares 26 Est. Cost $26.35 Unrealized
HTRB Hartford Funds Exchange-Traded Trust Total Return Bond Etf 0.0%
Value ($000) $1 Shares 20 Est. Cost $33.85 Unrealized
QQEW First Trust Exchange-Traded Fund Iii NASDAQ-100 Equal Weighted Index 0.0%
Value ($000) $1 Shares 5 Est. Cost $124.00 Unrealized
EMBC Embecta Corp 0.0%
Value ($000) $1 Shares 44 Est. Cost $18.97 Unrealized -19.3%
ASIX Advansix Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 20 Est. Cost $25.37 Unrealized +6.3%
JVAL JP Morgan U.S. Value ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $41.40 Unrealized
EMXC Blackrock Institutional Trust Company N.A. Ishares Msci Emerging Markets Ex China Etf 0.0%
Value ($000) $0 Shares 7 Est. Cost $55.14 Unrealized
Zimvie Inc Com 0.0%
Value ($000) $0 Shares 22 Est. Cost $18.27 Unrealized
ONL Orion Office REIT Inc 0.0%
Value ($000) $0 Shares 110 Est. Cost $12.50 Unrealized
LEN/B Lennar Corp Class B 0.0%
Value ($000) $0 Shares 2 Est. Cost $29.64 Unrealized +294.5%