Pinnacle Bancorp, Inc. Diversified Active

CIK: 0001703383 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 11, 2025

Total Value ($000): $324,042 (100.0% shares, 0.0% debt)

Holdings (909)

BRK/A Berkshire Hathaway Inc Del Cl A 8.1%
Value ($000) $26,237 Shares 36 Est. Cost $335558.12 Unrealized +127.0%
VOO Vanguard 500 Index Fund ETF 6.2%
Value ($000) $20,022 Shares 35,248 Est. Cost $408.36 Unrealized
MSFT Microsoft Corp Com 3.5%
Value ($000) $11,273 Shares 22,664 Est. Cost $141.26 Unrealized +206.1%
IJH iShares Tr Midcap Index FD 2.3%
Value ($000) $7,488 Shares 120,743 Est. Cost $82.31 Unrealized
BRK/B Berkshire Hathaway Inc Del Cl B New 2.3%
Value ($000) $7,377 Shares 15,187 Est. Cost $227.92 Unrealized +122.8%
AAPL Apple Computer Inc Com 2.1%
Value ($000) $6,761 Shares 32,953 Est. Cost $94.90 Unrealized +112.2%
IVV iShares Tr S&P 500 Index 1.9%
Value ($000) $6,153 Shares 9,910 Est. Cost $414.77 Unrealized
AMZN Amazon Com Inc 1.9%
Value ($000) $6,065 Shares 27,644 Est. Cost $133.76 Unrealized +47.9%
JPM JP Morgan Chase & Co Com 1.8%
Value ($000) $5,801 Shares 20,011 Est. Cost $140.23 Unrealized +80.2%
SPY SPDR Tr Unit Ser 1 1.8%
Value ($000) $5,778 Shares 9,352 Est. Cost $270.78 Unrealized
EFA iShares Tr MSCI Eafe Idx 1.6%
Value ($000) $5,311 Shares 59,411 Est. Cost $68.02 Unrealized
COST Costco Whsl Corp New Com 1.6%
Value ($000) $5,310 Shares 5,364 Est. Cost $404.52 Unrealized +144.9%
V VISA Inc Class A Shares 1.6%
Value ($000) $5,054 Shares 14,236 Est. Cost $193.57 Unrealized +79.3%
BND Vanguard Total Bond Mkt 1.5%
Value ($000) $4,992 Shares 67,792 Est. Cost $73.94 Unrealized
META Meta Platforms Inc Ordinary Shares - Class A 1.5%
Value ($000) $4,897 Shares 6,634 Est. Cost $350.81 Unrealized +75.8%
LLY Eli Lilly & Co Com 1.3%
Value ($000) $4,181 Shares 5,364 Est. Cost $134.84 Unrealized +473.6%
IVE iShares S&P 500 Barra Value 1.3%
Value ($000) $4,108 Shares 21,024 Est. Cost $106.08 Unrealized
MGK Vanguard Mega Cap 300 Grwth 1.2%
Value ($000) $3,788 Shares 10,344 Est. Cost $192.63 Unrealized
GOOGL Alphabet Inc Class A 1.1%
Value ($000) $3,567 Shares 20,239 Est. Cost $109.23 Unrealized +49.5%
VIG Vanguard Div Appreciation 1.0%
Value ($000) $3,391 Shares 16,567 Est. Cost $106.87 Unrealized
VTI Vanguard Ttl Stk Mkt ETF 1.0%
Value ($000) $3,384 Shares 11,133 Est. Cost $162.74 Unrealized
MGV Vanguard Mega Cap 300 Value 1.0%
Value ($000) $3,346 Shares 25,505 Est. Cost $96.79 Unrealized
GOOG Alphabet Inc Class C 0.9%
Value ($000) $3,059 Shares 17,244 Est. Cost $121.98 Unrealized +35.1%
VWO Vanguard Emerging Mkts ETF 0.9%
Value ($000) $2,946 Shares 59,558 Est. Cost $38.00 Unrealized
PG Procter & Gamble Co 0.8%
Value ($000) $2,623 Shares 16,461 Est. Cost $82.11 Unrealized +95.8%
IEFA iShares Core MSCI Eafe ETF 0.8%
Value ($000) $2,613 Shares 31,306 Est. Cost $68.01 Unrealized
VGSH Vanguard Group, Inc. Short-Term Treasury Etf 0.8%
Value ($000) $2,548 Shares 43,353 Est. Cost $50.42 Unrealized
JNJ Johnson & Johnson Com 0.8%
Value ($000) $2,432 Shares 15,924 Est. Cost $105.24 Unrealized +43.3%
IJR iShares Tr S&P Smallcap 600 Index Fund 0.7%
Value ($000) $2,357 Shares 21,570 Est. Cost $79.40 Unrealized
VUG Vanguard Index Fds Growth ETF 0.7%
Value ($000) $2,296 Shares 5,237 Est. Cost $176.31 Unrealized
SUB Ishares Tr Short-term Natl Mun Bd Etffd 0.7%
Value ($000) $2,258 Shares 21,237 Est. Cost $105.42 Unrealized
ABBV Abbvie Inc Com 0.7%
Value ($000) $2,249 Shares 12,118 Est. Cost $55.43 Unrealized +229.5%
BAC Bank of America Corporation Com 0.7%
Value ($000) $2,169 Shares 45,838 Est. Cost $29.84 Unrealized +38.9%
QQQ Invesco Qqq Trust Series 1 Invsc Srs Etf 0.6%
Value ($000) $2,087 Shares 3,783 Est. Cost $284.43 Unrealized
WFC Wells Fargo & Co New Com 0.6%
Value ($000) $1,993 Shares 24,869 Est. Cost $49.53 Unrealized +43.6%
IJJ iShares 400/Barra Value 0.6%
Value ($000) $1,923 Shares 15,565 Est. Cost $119.09 Unrealized
VGIT Vanguard Intermediate Term Treas Index 0.6%
Value ($000) $1,801 Shares 30,106 Est. Cost $59.04 Unrealized
IVW iShares S&P 500/Barra Grwth 0.5%
Value ($000) $1,736 Shares 15,769 Est. Cost $89.69 Unrealized
CVX Chevrontexaco Corp Com 0.5%
Value ($000) $1,650 Shares 11,523 Est. Cost $82.53 Unrealized +66.0%
MCD McDonalds Corp Com 0.5%
Value ($000) $1,645 Shares 5,629 Est. Cost $139.70 Unrealized +117.3%
DVY iShares Dow Jones Sel Index 0.5%
Value ($000) $1,565 Shares 11,781 Est. Cost $86.49 Unrealized
AGG iShares US Aggregate Bd Fund ETF 0.5%
Value ($000) $1,494 Shares 15,064 Est. Cost $96.84 Unrealized
MUB iShares S&P Nat Muni Bond Fund 0.4%
Value ($000) $1,403 Shares 13,425 Est. Cost $46.17 Unrealized
ILCG iShares Tr Large Grwth 0.4%
Value ($000) $1,309 Shares 13,505 Est. Cost $84.83 Unrealized
VOOG Vanguard 500 Grwth Index Fund #3341 0.4%
Value ($000) $1,294 Shares 3,262 Est. Cost $329.23 Unrealized
VTEB Vanguard Tax-exempt Bond Index Fund Muni Bnd Tax Exempt Etf 0.4%
Value ($000) $1,283 Shares 26,172 Est. Cost $44.60 Unrealized
UNP Union Pac Corp Com 0.4%
Value ($000) $1,264 Shares 5,492 Est. Cost $197.37 Unrealized +10.7%
DFAS DFA Tax-Mng US Sml Cap ETF 0.4%
Value ($000) $1,211 Shares 19,006 Est. Cost $46.34 Unrealized
CSCO Cisco Sys Inc Com 0.4%
Value ($000) $1,188 Shares 17,128 Est. Cost $27.15 Unrealized +122.4%
VCSH Vanguard Scottsdale Funds Short-Term Corp Bd 0.4%
Value ($000) $1,177 Shares 14,811 Est. Cost $67.93 Unrealized
VTV Vanguard Value ETF 0.4%
Value ($000) $1,159 Shares 6,556 Est. Cost $125.22 Unrealized
IWM iShares Tr Russell 2000 X FD 0.4%
Value ($000) $1,140 Shares 5,283 Est. Cost $149.27 Unrealized
NVDA Nvidia Corp 0.4%
Value ($000) $1,137 Shares 7,199 Est. Cost $109.64 Unrealized +14.8%
DBEF Deutsche X-Trackers MSCI Eafe Hedged Equity ETF 0.3%
Value ($000) $1,134 Shares 25,922 Est. Cost $28.80 Unrealized
GLD SPDR Gold Trust Gold Shs 0.3%
Value ($000) $1,121 Shares 3,676 Est. Cost $171.69 Unrealized
SPSB SPDR Barclarys Short-Term Corporate Bond FD 0.3%
Value ($000) $1,087 Shares 36,014 Est. Cost $29.47 Unrealized
KO Coca Cola Co Com 0.3%
Value ($000) $1,054 Shares 14,894 Est. Cost $40.58 Unrealized +72.0%
HON Honeywell Intl Inc Com 0.3%
Value ($000) $1,051 Shares 4,511 Est. Cost $147.61 Unrealized +35.3%
BLK Blackrock Inc New 0.3%
Value ($000) $1,014 Shares 966 Est. Cost $991.05 Unrealized -5.8%
WMT Wal Mart Stores Inc Com 0.3%
Value ($000) $1,003 Shares 10,254 Est. Cost $49.53 Unrealized +91.3%
VEA Vanguard FTSE Developed Markets 0.3%
Value ($000) $991 Shares 17,378 Est. Cost $40.84 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.3%
Value ($000) $965 Shares 16,071 Est. Cost $53.68 Unrealized
VO Vanguard Index Fds Mid Cap ETF 0.3%
Value ($000) $941 Shares 3,361 Est. Cost $214.47 Unrealized
PEP Pepsico Inc Com 0.3%
Value ($000) $934 Shares 7,071 Est. Cost $100.71 Unrealized +30.1%
ADP Automatic Data Processing Incom 0.3%
Value ($000) $922 Shares 2,990 Est. Cost $84.40 Unrealized +258.3%
ACN Accenture PLC Ireland Shs Class A 0.3%
Value ($000) $904 Shares 3,024 Est. Cost $163.86 Unrealized +84.8%
DGRO Blackrock Institutional Trust Company N.A. Ishares Core Dividend Growth Etf 0.3%
Value ($000) $872 Shares 13,633 Est. Cost $52.09 Unrealized
VNQ Vanguard Sector Index Fds 0.3%
Value ($000) $869 Shares 9,759 Est. Cost $71.59 Unrealized
EMR Emerson Elec Co Com 0.3%
Value ($000) $864 Shares 6,479 Est. Cost $51.15 Unrealized +122.0%
SCHD Schwab Strategic Tr US Dividend Eq 0.3%
Value ($000) $862 Shares 32,529 Est. Cost $39.32 Unrealized
VOE Vanguard Group, Inc. Mid-Cap Value Etf 0.3%
Value ($000) $838 Shares 5,095 Est. Cost $137.56 Unrealized
DFAT DFA Tax Managed US Targeted Value Fund ETF 0.3%
Value ($000) $828 Shares 15,344 Est. Cost $34.10 Unrealized
TRV Travelers Cos (St Paul Cos) 0.3%
Value ($000) $821 Shares 3,068 Est. Cost $99.32 Unrealized +162.5%
LOW Lowes Cos Inc Com 0.3%
Value ($000) $816 Shares 3,680 Est. Cost $81.73 Unrealized +170.0%
CDNS Cadence Design System Inc 0.2%
Value ($000) $809 Shares 2,626 Est. Cost $178.82 Unrealized +62.6%
ABT Abbott Labs Com 0.2%
Value ($000) $786 Shares 5,776 Est. Cost $43.90 Unrealized +197.5%
MBB iShares Tr MBS ETF 0.2%
Value ($000) $777 Shares 8,277 Est. Cost $92.92 Unrealized
SCHP Schwab Strategic Trust U.S. Tips Etf 0.2%
Value ($000) $763 Shares 28,597 Est. Cost $33.20 Unrealized
HYS Pimco Trust 0-5 Yr Exchange 0.2%
Value ($000) $739 Shares 7,781 Est. Cost $96.14 Unrealized
UNH Unitedhealth Group Inc Com 0.2%
Value ($000) $731 Shares 2,343 Est. Cost $276.81 Unrealized +35.5%
DIS Disney Walt Co Com Disney 0.2%
Value ($000) $718 Shares 5,787 Est. Cost $112.29 Unrealized -8.4%
AMT American Tower Corp Class A 0.2%
Value ($000) $709 Shares 3,208 Est. Cost $173.49 Unrealized +21.3%
MS Morgan Stanley 0.2%
Value ($000) $707 Shares 5,022 Est. Cost $79.66 Unrealized +51.9%
VOT Vanguard Mid-Cap Growth ETF 0.2%
Value ($000) $701 Shares 2,466 Est. Cost $182.05 Unrealized
XOM Exxon Mobil Corp Com 0.2%
Value ($000) $694 Shares 6,440 Est. Cost $63.35 Unrealized +65.0%
GD General Dynamics Corp Com 0.2%
Value ($000) $685 Shares 2,348 Est. Cost $182.47 Unrealized +49.3%
FYT First Trust Exchange-Traded Fund Iii Small Cap Value Alphadex 0.2%
Value ($000) $676 Shares 13,413 Est. Cost $43.43 Unrealized
HD Home Depot Inc Com 0.2%
Value ($000) $676 Shares 1,844 Est. Cost $157.78 Unrealized +125.6%
FIXD First Tr Exchange 0.2%
Value ($000) $674 Shares 15,353 Est. Cost $43.31 Unrealized
AFL AFLAC Inc Com 0.2%
Value ($000) $660 Shares 6,262 Est. Cost $38.75 Unrealized +167.4%
IAU Ishares Gold Trust ETF 0.2%
Value ($000) $636 Shares 10,196 Est. Cost $44.40 Unrealized
RTX Raytheon Technologies Corp COMMON 0.2%
Value ($000) $632 Shares 4,330 Est. Cost $87.82 Unrealized +50.0%
AVGO Broadcom Inc 0.2%
Value ($000) $629 Shares 2,281 Est. Cost $165.78 Unrealized +30.2%
LIN Linde Plc CORP COMMON 0.2%
Value ($000) $629 Shares 1,340 Est. Cost $370.95 Unrealized +21.9%
IBM International Business MacHscom 0.2%
Value ($000) $625 Shares 2,119 Est. Cost $113.70 Unrealized +123.2%
PAYX Paychex Inc Com 0.2%
Value ($000) $623 Shares 4,283 Est. Cost $49.66 Unrealized +197.1%
VOOV Vanguard S & P 500 Value 0.2%
Value ($000) $619 Shares 3,282 Est. Cost $162.48 Unrealized
EEM iShares-Trks MSCI Mkt X 0.2%
Value ($000) $615 Shares 12,743 Est. Cost $38.96 Unrealized
IBTH Ishares Trust Ibonds Dec 2027 Term Treasury Etf 0.2%
Value ($000) $612 Shares 27,197 Est. Cost $22.38 Unrealized
USB US Bancorp Inc 0.2%
Value ($000) $609 Shares 13,462 Est. Cost $45.20 Unrealized -9.8%
SCHB Schwab US Broad Market Etf 0.2%
Value ($000) $606 Shares 25,432 Est. Cost $30.01 Unrealized
VTC Vanguard Group, Inc. Total Corporate Bond Etf 0.2%
Value ($000) $592 Shares 7,650 Est. Cost $82.60 Unrealized
IBTG Ishares Trust Ibonds Dec 2026 Term Treasury Etf 0.2%
Value ($000) $582 Shares 25,396 Est. Cost $22.76 Unrealized
ICE Intercontinental Exchange Incom 0.2%
Value ($000) $580 Shares 3,159 Est. Cost $117.92 Unrealized +44.6%
ADBE Adobe Systems Inc 0.2%
Value ($000) $568 Shares 1,469 Est. Cost $340.57 Unrealized +13.1%
MRK Merck & Co Inc New Com 0.2%
Value ($000) $568 Shares 7,174 Est. Cost $74.34 Unrealized +4.1%
ZTS Zoetis Inc Cl A 0.2%
Value ($000) $564 Shares 3,614 Est. Cost $119.96 Unrealized +31.2%
SPYV Spdr Portfolio S&p 500 Value Etf 0.2%
Value ($000) $562 Shares 10,746 Est. Cost $46.34 Unrealized
ORCL Oracle Corp Com 0.2%
Value ($000) $561 Shares 2,565 Est. Cost $68.26 Unrealized +135.6%
VB Vanguard Small Cap 0.2%
Value ($000) $560 Shares 2,361 Est. Cost $183.37 Unrealized
IWS iShares Tr Russell McP Vl 0.2%
Value ($000) $556 Shares 4,206 Est. Cost $91.89 Unrealized
CMI Cummins Inc Com 0.2%
Value ($000) $545 Shares 1,665 Est. Cost $184.84 Unrealized +65.4%
IWR iShares Trust Russell Midcap 0.2%
Value ($000) $541 Shares 5,887 Est. Cost $63.77 Unrealized
VZ Verizon Communications Com 0.2%
Value ($000) $540 Shares 12,470 Est. Cost $34.49 Unrealized +21.3%
XLK Select Sector SPDR Tr Sbi Int-Tech 0.2%
Value ($000) $533 Shares 2,104 Est. Cost $78.09 Unrealized
BIV Vanguard Intermediate 0.2%
Value ($000) $533 Shares 6,886 Est. Cost $71.25 Unrealized
Ishares Trust Ibonds Dec 2025 Term Treasury Etf 0.2%
Value ($000) $525 Shares 22,478 Est. Cost $23.26 Unrealized
MMM 3M Co 0.2%
Value ($000) $524 Shares 3,444 Est. Cost $117.93 Unrealized +19.8%
TXN Texas Instruments Inc 0.2%
Value ($000) $518 Shares 2,493 Est. Cost $123.86 Unrealized +40.7%
BIL Spdr Series Trust Bloomberg 1-3 Month T-Bill Etf 0.2%
Value ($000) $517 Shares 5,634 Est. Cost $91.67 Unrealized
RPV Invesco Capital Management LLC S&p 500 Pure Value Etf 0.2%
Value ($000) $510 Shares 5,443 Est. Cost $6.27 Unrealized
QCOM Qualcomm Inc Com 0.2%
Value ($000) $506 Shares 3,176 Est. Cost $70.10 Unrealized +106.9%
SCHM Schwab US Mid Cap Etf Charles Mc 0.2%
Value ($000) $500 Shares 17,831 Est. Cost $38.58 Unrealized
RSP Invesco Capital Management LLC S&p 500 Equal Weight Etf 0.2%
Value ($000) $498 Shares 2,740 Est. Cost $144.12 Unrealized
PANW Palo Alto Networks Inc. 0.2%
Value ($000) $497 Shares 2,427 Est. Cost $163.40 Unrealized +13.6%
IEF iShares Lehman 7-10 Yr Index 0.2%
Value ($000) $493 Shares 5,143 Est. Cost $96.06 Unrealized
EFV iShares Tr MSCI Eafe Value Index FD 0.2%
Value ($000) $491 Shares 7,740 Est. Cost $48.07 Unrealized
MA Mastercard Inc Cl A 0.1%
Value ($000) $482 Shares 858 Est. Cost $186.63 Unrealized +195.5%
EFAV Ishares Tr Msci Eafe Minimum Volatilityetf 0.1%
Value ($000) $476 Shares 5,665 Est. Cost $70.89 Unrealized
PM Philip Morris Intl Inc Com 0.1%
Value ($000) $473 Shares 2,599 Est. Cost $66.87 Unrealized +150.3%
MGC Vanguard Mega Cap 300 ETF 0.1%
Value ($000) $465 Shares 2,068 Est. Cost $200.73 Unrealized
IWF iShares Tr Russell1000grw 0.1%
Value ($000) $462 Shares 1,089 Est. Cost $152.82 Unrealized
VT Vanguard Total World Stk 0.1%
Value ($000) $459 Shares 3,573 Est. Cost $71.82 Unrealized
PFE Pfizer Inc Com 0.1%
Value ($000) $447 Shares 18,460 Est. Cost $25.35 Unrealized -11.8%
AVUV American Century Etf Trust Avantis U.S. Small Cap Value 0.1%
Value ($000) $447 Shares 4,907 Est. Cost $93.79 Unrealized
CRM Salesforce Com Inc 0.1%
Value ($000) $446 Shares 1,634 Est. Cost $98.36 Unrealized +170.5%
SCHX Schwab US Large Cap 0.1%
Value ($000) $444 Shares 18,162 Est. Cost $33.07 Unrealized
CCEP Coca-Cola European Partners PLC, London Shs 0.1%
Value ($000) $433 Shares 4,707 Est. Cost $29.82 Unrealized +194.1%
VBK Vanguard Sm Cap Grwth ETF 0.1%
Value ($000) $429 Shares 1,547 Est. Cost $194.65 Unrealized
NOW Servicenow Inc Common 0.1%
Value ($000) $422 Shares 410 Est. Cost $66.03 Unrealized +185.7%
AMAT Applied Matls Inc Com 0.1%
Value ($000) $416 Shares 2,271 Est. Cost $78.56 Unrealized +100.4%
MO Altria Group Inc Com 0.1%
Value ($000) $412 Shares 7,019 Est. Cost $37.80 Unrealized +48.0%
NVS Novartis A G Sponsored ADR 0.1%
Value ($000) $409 Shares 3,378 Est. Cost $74.34 Unrealized
ED Consolidated Edison Inc Com 0.1%
Value ($000) $402 Shares 4,002 Est. Cost $57.14 Unrealized +81.5%
VXUS Vanguard Group, Inc. Total International Stock Etf 0.1%
Value ($000) $399 Shares 5,772 Est. Cost $42.33 Unrealized
ESGV Vanguard Group, Inc. Esg U.S. Stock Etf 0.1%
Value ($000) $395 Shares 3,603 Est. Cost $64.23 Unrealized
J Jacobs Solutions INC CORP COMMON 0.1%
Value ($000) $393 Shares 2,990 Est. Cost $103.29 Unrealized +18.6%
SBUX Starbucks Corp Com 0.1%
Value ($000) $392 Shares 4,273 Est. Cost $68.77 Unrealized +23.8%
XLE Ishare Sector SPDR Energy 0.1%
Value ($000) $390 Shares 4,599 Est. Cost $36.58 Unrealized
SDOG Alps Sector Div. Dogs 0.1%
Value ($000) $385 Shares 6,700 Est. Cost $42.28 Unrealized
VBR Vanguard Sm Cap 0.1%
Value ($000) $383 Shares 1,963 Est. Cost $138.15 Unrealized
TLT Ishares Lehman 20 Year Pls Treasury Bnd Etf 0.1%
Value ($000) $381 Shares 4,322 Est. Cost $91.61 Unrealized
DE Deere & Co Com 0.1%
Value ($000) $381 Shares 750 Est. Cost $337.39 Unrealized +43.7%
RUNN Strategic Trust Running Oak Efficient Growth Etf 0.1%
Value ($000) $372 Shares 11,000 Est. Cost $32.01 Unrealized
SCHH Schwab U.S. REIT ETF 0.1%
Value ($000) $367 Shares 17,344 Est. Cost $11.75 Unrealized
MPC Marathon Pete Corp Com 0.1%
Value ($000) $365 Shares 2,200 Est. Cost $41.62 Unrealized +255.3%
VMBS Vanguard Mtg-Backed 0.1%
Value ($000) $363 Shares 7,832 Est. Cost $45.38 Unrealized
IWD iShares Tr Russell1000val 0.1%
Value ($000) $362 Shares 1,865 Est. Cost $132.51 Unrealized
WM Waste Mgmt Inc Del Com 0.1%
Value ($000) $359 Shares 1,567 Est. Cost $78.22 Unrealized +193.6%
VMI Valmont Inds Inc Com 0.1%
Value ($000) $348 Shares 1,067 Est. Cost $284.60 Unrealized +7.8%
IBTI Ishares Trust Ibonds Dec 2028 Term Treasury Etf 0.1%
Value ($000) $346 Shares 15,492 Est. Cost $22.32 Unrealized
SO Southern Co Com 0.1%
Value ($000) $346 Shares 3,771 Est. Cost $39.25 Unrealized +124.2%
SPHY Spdr Series Trust Portfolio High Yield Bond Etf 0.1%
Value ($000) $342 Shares 14,370 Est. Cost $23.47 Unrealized
SCHG Schwab Strategic Trust U.S. Large-Cap Growth Etf 0.1%
Value ($000) $338 Shares 11,568 Est. Cost $40.47 Unrealized
APH Amphenol Corp New Cl A 0.1%
Value ($000) $335 Shares 3,394 Est. Cost $39.57 Unrealized +105.7%
TDG Transdigm Group Inc Common 0.1%
Value ($000) $332 Shares 218 Est. Cost $637.78 Unrealized +106.0%
GE General Electric Co 0.1%
Value ($000) $330 Shares 1,282 Est. Cost $129.16 Unrealized +69.2%
SLV I Shares Silver Trust 0.1%
Value ($000) $323 Shares 9,856 Est. Cost $17.75 Unrealized
UBER Uber Technologies INC CORP COMMON 0.1%
Value ($000) $321 Shares 3,445 Est. Cost $60.89 Unrealized +35.2%
TMO Thermo Electron Corp Com 0.1%
Value ($000) $321 Shares 792 Est. Cost $366.90 Unrealized +13.7%
TPL Texas Pacific Land Corporation 0.1%
Value ($000) $317 Shares 300 Est. Cost $277.19 Unrealized +46.8%
T AT&T Inc Com 0.1%
Value ($000) $313 Shares 10,812 Est. Cost $16.23 Unrealized +66.1%
BSCT Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2029 Corporate Bond Etf 0.1%
Value ($000) $311 Shares 16,628 Est. Cost $18.46 Unrealized
NEE Nextera Energy Inc FPL 0.1%
Value ($000) $310 Shares 4,461 Est. Cost $63.86 Unrealized +6.6%
PSX Phillips 66 Com 0.1%
Value ($000) $309 Shares 2,594 Est. Cost $72.69 Unrealized +50.6%
BNDX Vanguard Charlotte Funds Total Intl Bd ETF 0.1%
Value ($000) $308 Shares 6,221 Est. Cost $49.69 Unrealized
INTU Intuit Com 0.1%
Value ($000) $296 Shares 376 Est. Cost $250.03 Unrealized +169.8%
MDY Std&Poor Midcap 0.1%
Value ($000) $295 Shares 520 Est. Cost $317.86 Unrealized
BSCV Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2031 Corporate Bond Etf 0.1%
Value ($000) $291 Shares 17,634 Est. Cost $16.30 Unrealized
ISRG Intuitive Surgical Inc 0.1%
Value ($000) $289 Shares 532 Est. Cost $263.36 Unrealized +98.5%
BSCR Invesco Capital Management LLC Bulletshares 2027 Corporate Bond Etf 0.1%
Value ($000) $287 Shares 14,589 Est. Cost $19.57 Unrealized
LH Laboratory Corp of Amer Hldgs 0.1%
Value ($000) $286 Shares 1,091 Est. Cost $226.47 Unrealized +6.8%
STIP IShares TR 0-5 YR Tips ETF 0.1%
Value ($000) $281 Shares 2,734 Est. Cost $99.45 Unrealized
SCHW Schwab Charles Corp New Com 0.1%
Value ($000) $281 Shares 3,075 Est. Cost $44.71 Unrealized +86.0%
ENB Enbridge Inc Com 0.1%
Value ($000) $273 Shares 6,022 Est. Cost $23.07 Unrealized +89.8%
ITW Illinois Tool Wks Inc Com 0.1%
Value ($000) $271 Shares 1,096 Est. Cost $106.85 Unrealized +122.0%
BSV Vanguard Short Term Bond 0.1%
Value ($000) $266 Shares 3,376 Est. Cost $66.78 Unrealized
ECL Ecolab Inc 0.1%
Value ($000) $265 Shares 985 Est. Cost $129.14 Unrealized +95.4%
FVD First Tr Value Line Divid 0.1%
Value ($000) $265 Shares 5,929 Est. Cost $35.81 Unrealized
TSM Taiwan Semiconductor Mfg Ltdsponsored ADR 0.1%
Value ($000) $263 Shares 1,160 Est. Cost $52.97 Unrealized
XLF Select Sector SPDR Tr Sbi Int-Finl 0.1%
Value ($000) $261 Shares 4,986 Est. Cost $33.74 Unrealized
GWW Grainger W W Inc Com 0.1%
Value ($000) $260 Shares 250 Est. Cost $559.18 Unrealized +84.8%
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) $259 Shares 5,600 Est. Cost $50.72 Unrealized
MDT Medtronic, Inc. 0.1%
Value ($000) $256 Shares 2,932 Est. Cost $75.90 Unrealized +10.0%
AVEM American Century Etf Trust Avantis Emerging Markets Equity 0.1%
Value ($000) $255 Shares 3,725 Est. Cost $60.17 Unrealized
PLD Prologis INC Reit 0.1%
Value ($000) $254 Shares 2,414 Est. Cost $96.03 Unrealized +6.6%
CMCSA Comcast 0.1%
Value ($000) $250 Shares 7,014 Est. Cost $34.01 Unrealized -0.3%
JPST J.P.Morgan Investment Management Inc. JPMorgan Ultra-Short Income Etf 0.1%
Value ($000) $250 Shares 4,925 Est. Cost $48.78 Unrealized
IHI iShares US Medical 0.1%
Value ($000) $248 Shares 3,960 Est. Cost $60.82 Unrealized
SPGI S&p Global Inc Ordinary Shares 0.1%
Value ($000) $247 Shares 469 Est. Cost $353.02 Unrealized +40.7%
AVUS American Century Etf Trust Avantis U.S. Equity 0.1%
Value ($000) $247 Shares 2,450 Est. Cost $92.38 Unrealized
DUK Duke Energy Corp New Com New 0.1%
Value ($000) $244 Shares 2,069 Est. Cost $74.38 Unrealized +55.2%
CGGR Capital Group Companies Inc Growth Etf 0.1%
Value ($000) $244 Shares 6,000 Est. Cost $35.19 Unrealized
EOG EOG RES Inc Com 0.1%
Value ($000) $243 Shares 2,035 Est. Cost $78.64 Unrealized +42.5%
SYY Sysco Corp Com 0.1%
Value ($000) $243 Shares 3,204 Est. Cost $48.03 Unrealized +48.0%
GM General Mtrs Co Com 0.1%
Value ($000) $240 Shares 4,880 Est. Cost $39.52 Unrealized +19.1%
WSM Williams Sonoma Inc 0.1%
Value ($000) $235 Shares 1,440 Est. Cost $82.56 Unrealized +88.6%
OKE Oneok Inc New Com 0.1%
Value ($000) $234 Shares 2,870 Est. Cost $50.93 Unrealized +58.4%
NOC Northrop Grumman Corp Com 0.1%
Value ($000) $228 Shares 457 Est. Cost $381.50 Unrealized +27.4%
ETN Eaton Corp PLC Shs 0.1%
Value ($000) $227 Shares 635 Est. Cost $131.26 Unrealized +133.7%
Nuveen Mun Value FD Inc Com 0.1%
Value ($000) $226 Shares 26,000 Est. Cost $8.85 Unrealized
FYC First Trust Small Cap Growth Alphadex 0.1%
Value ($000) $225 Shares 2,826 Est. Cost $57.21 Unrealized
DEUS Dbx Etf Trust Xtrackers Russell US Multifactor 0.1%
Value ($000) $225 Shares 4,000 Est. Cost $54.06 Unrealized
CAT Caterpillar Inc Del Com 0.1%
Value ($000) $225 Shares 579 Est. Cost $135.14 Unrealized +144.8%
TIP iShares Tr US Treas Inflatio 0.1%
Value ($000) $222 Shares 2,021 Est. Cost $106.59 Unrealized
AEP American Elec Pwr Inc Com 0.1%
Value ($000) $220 Shares 2,121 Est. Cost $61.10 Unrealized +66.9%
MAR Marriott Intl Inc New Cl A 0.1%
Value ($000) $220 Shares 805 Est. Cost $185.17 Unrealized +34.6%
VTIP Vanguard Sh-Term Inf 0.1%
Value ($000) $220 Shares 4,374 Est. Cost $50.68 Unrealized
SYK Stryker Corp Com 0.1%
Value ($000) $220 Shares 555 Est. Cost $298.71 Unrealized +24.4%
SLYV SPDR DJ Wilshire Sm Cap 0.1%
Value ($000) $213 Shares 2,673 Est. Cost $55.86 Unrealized
TD Toronto Dominion Bank 0.1%
Value ($000) $212 Shares 2,890 Est. Cost $53.29 Unrealized +22.5%
SPYM Spdr Series Trust Portfolio Large Cap Etf 0.1%
Value ($000) $211 Shares 2,898 Est. Cost $41.18 Unrealized
VEU Vanguard International Equity Ftse 0.1%
Value ($000) $209 Shares 3,110 Est. Cost $49.45 Unrealized
DUHP Dimensional Etf Trust US High Profitability 0.1%
Value ($000) $208 Shares 5,841 Est. Cost $30.80 Unrealized
C Citigroup Inc Com New 0.1%
Value ($000) $208 Shares 2,439 Est. Cost $48.27 Unrealized +47.5%
IGSB iShares Barclays 1-3 Yr Cr 0.1%
Value ($000) $203 Shares 3,849 Est. Cost $53.24 Unrealized
NKE Nike Inc Cl B 0.1%
Value ($000) $201 Shares 2,830 Est. Cost $54.61 Unrealized +8.2%
FEMS First Trust Emerging Markets Small Cap Aphadex ETF 0.1%
Value ($000) $198 Shares 4,880 Est. Cost $40.57 Unrealized
SCHA Schwab Strategic Trust U.S. Small-Cap Etf 0.1%
Value ($000) $196 Shares 7,729 Est. Cost $36.08 Unrealized
AMLP Alerian MLP ETF 0.1%
Value ($000) $195 Shares 3,986 Est. Cost $40.15 Unrealized
AMGN Amgen Inc Com 0.1%
Value ($000) $194 Shares 694 Est. Cost $213.50 Unrealized +30.1%
DFIC Dimensional Etf Trust International Core Equity 2 0.1%
Value ($000) $190 Shares 6,120 Est. Cost $25.84 Unrealized
VSGX Vanguard Group, Inc. Esg International Stock Etf 0.1%
Value ($000) $188 Shares 2,864 Est. Cost $43.82 Unrealized
VCIT Vanguard Intrmdiate-Term Bd 0.1%
Value ($000) $187 Shares 2,259 Est. Cost $83.01 Unrealized
TSLA Tesla Inc 0.1%
Value ($000) $186 Shares 585 Est. Cost $273.91 Unrealized +10.0%
KNG First Trust Exchange-Traded Fund Iv Ft Vest S&p 500 Dividend Aristocrats Target Income Etf 0.1%
Value ($000) $184 Shares 3,747 Est. Cost $50.27 Unrealized
VGT Vanguard World Fds Inf Tech ETF 0.1%
Value ($000) $184 Shares 277 Est. Cost $159.04 Unrealized
RDVY First Trust Exchange-Traded Fund Iii Rising Dividend Achievers Etf 0.1%
Value ($000) $184 Shares 2,926 Est. Cost $55.04 Unrealized
IMCG Blackrock Institutional Trust Company N.A. Ishares Morningstar Mid-Cap Growth Etf 0.1%
Value ($000) $178 Shares 2,215 Est. Cost $75.53 Unrealized
CGGO Capital Group Companies Inc Global Growth Equity Etf 0.1%
Value ($000) $176 Shares 5,500 Est. Cost $28.51 Unrealized
AJG Arthur J Gallagher Co 0.1%
Value ($000) $174 Shares 543 Est. Cost $245.55 Unrealized +33.4%
VV Vanguard Group, Inc. Large Cap Etf 0.1%
Value ($000) $173 Shares 607 Est. Cost $184.72 Unrealized
SDVY First Trust Mid cap Rising Dividend ETF 0.1%
Value ($000) $171 Shares 4,850 Est. Cost $32.03 Unrealized
TJX TJX Cos Inc New Com 0.1%
Value ($000) $170 Shares 1,373 Est. Cost $68.48 Unrealized +83.8%
MTUM iShares MSCI USA Momentum Factor 0.1%
Value ($000) $169 Shares 703 Est. Cost $203.01 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.1%
Value ($000) $169 Shares 2,501 Est. Cost $58.51 Unrealized +11.3%
VYM Vanguard High Div Yield 0.1%
Value ($000) $169 Shares 1,264 Est. Cost $85.75 Unrealized
GEV GE Vernova Inc 0.1%
Value ($000) $168 Shares 317 Est. Cost $190.64 Unrealized +118.2%
ALL Allstate Corp Com 0.1%
Value ($000) $167 Shares 831 Est. Cost $103.87 Unrealized +89.5%
DVYE Blackrock Institutional Trust Company N.A. Ishares Emerging Markets Dividend Etf 0.1%
Value ($000) $166 Shares 5,800 Est. Cost $27.65 Unrealized
CTAS Cintas Corp COMMON 0.0%
Value ($000) $160 Shares 720 Est. Cost $162.26 Unrealized +32.0%
SDY SPDR Ser Tr S&P Divid ETF 0.0%
Value ($000) $160 Shares 1,180 Est. Cost $120.79 Unrealized
INTC Intel Corp Com 0.0%
Value ($000) $159 Shares 7,107 Est. Cost $33.69 Unrealized -38.5%
JEPI J.P. Morgan Exchange-Traded Fund Trust JPMorgan Equity Premium Income Etf 0.0%
Value ($000) $159 Shares 2,800 Est. Cost $57.86 Unrealized
LMBS First Tr Exchange Traded Fund Iv Low Duration Opportunitiesetf 0.0%
Value ($000) $159 Shares 3,220 Est. Cost $46.42 Unrealized
MAS Masco Corp Common 0.0%
Value ($000) $158 Shares 2,454 Est. Cost $53.83 Unrealized +15.6%
VIGI Vanguard International Dividend Appreciation 0.0%
Value ($000) $158 Shares 1,749 Est. Cost $68.77 Unrealized
APUE Trust For Professional Managers Activepassive U.S. Equity Etf 0.0%
Value ($000) $156 Shares 4,157 Est. Cost $34.80 Unrealized
UPS United Parcel Service Inc 0.0%
Value ($000) $155 Shares 1,537 Est. Cost $97.96 Unrealized -3.9%
PSA Public Storage 0.0%
Value ($000) $155 Shares 528 Est. Cost $258.67 Unrealized +11.1%
VONG Vanguard Russell 1000 Growth Etf 0.0%
Value ($000) $154 Shares 1,412 Est. Cost $102.16 Unrealized
COP Conocophillips Com 0.0%
Value ($000) $153 Shares 1,709 Est. Cost $49.65 Unrealized +77.3%
TGT Target Corp 0.0%
Value ($000) $151 Shares 1,531 Est. Cost $116.08 Unrealized -19.6%
JHMM John Hancock Investment Management LLC Multifactor Mid Cap Etf 0.0%
Value ($000) $150 Shares 2,456 Est. Cost $57.34 Unrealized
LQD iShares Iboxx Invt Grade Corp Bd Fund 0.0%
Value ($000) $149 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
CIBR First Trust Nasdaq Cybersecurity Etf Cybrscrty 0.0%
Value ($000) $147 Shares 1,941 Est. Cost $47.85 Unrealized
UITB Victory Portfolios Ii Victoryshares Core Intermediate Bond Etf 0.0%
Value ($000) $145 Shares 3,084 Est. Cost $46.94 Unrealized
BSX Boston Scientific Corp Common 0.0%
Value ($000) $145 Shares 1,348 Est. Cost $54.56 Unrealized +85.5%
PGR Progressive Corp OH 0.0%
Value ($000) $143 Shares 536 Est. Cost $171.59 Unrealized +50.1%
ITOT Ishares Trust S & P 1500 Total US Stock Market Etf 0.0%
Value ($000) $142 Shares 1,054 Est. Cost $98.97 Unrealized
IJK iShares Midcap 400/Barra 0.0%
Value ($000) $142 Shares 1,564 Est. Cost $99.98 Unrealized
STT State Str Corp Com 0.0%
Value ($000) $140 Shares 1,312 Est. Cost $64.07 Unrealized +41.4%
EFG Ishares MSCI Eafe Growth Index ETF 0.0%
Value ($000) $139 Shares 1,243 Est. Cost $80.38 Unrealized
NXPI NXP Semiconductors NV 0.0%
Value ($000) $138 Shares 631 Est. Cost $133.19 Unrealized +44.7%
Invesco Van Kampen Mun 0.0%
Value ($000) $138 Shares 15,000 Est. Cost $9.46 Unrealized
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $137 Shares 968 Est. Cost $108.46 Unrealized +0.4%
SAP Sap Aktiengesellschaft Sponsored ADR 0.0%
Value ($000) $137 Shares 451 Est. Cost $197.20 Unrealized
CL Colgate Palmolive Co Com 0.0%
Value ($000) $137 Shares 1,506 Est. Cost $58.34 Unrealized +54.3%
QUAL IShares MSCI USA Qlty 0.0%
Value ($000) $136 Shares 745 Est. Cost $149.61 Unrealized
ATO ATMOS Energy Corp Com 0.0%
Value ($000) $136 Shares 881 Est. Cost $69.91 Unrealized +119.0%
IHDG Wisdomtree International Hedged Quality Dividend Growth Fund 0.0%
Value ($000) $135 Shares 3,000 Est. Cost $45.45 Unrealized
SCHE Schw Emg Mkt Eq ETF 0.0%
Value ($000) $133 Shares 4,403 Est. Cost $24.51 Unrealized
SHEL Shell Plc ADR 0.0%
Value ($000) $132 Shares 1,869 Est. Cost $53.43 Unrealized
PNC PNC Financial Services Group Inc 0.0%
Value ($000) $130 Shares 698 Est. Cost $173.86 Unrealized -4.5%
NOBL Proshares Trust S&p 500 Dividend Aristocrats Etf 0.0%
Value ($000) $130 Shares 1,292 Est. Cost $76.21 Unrealized
DFAC DFA T.A. US Core Equity Fund ETF 0.0%
Value ($000) $129 Shares 3,605 Est. Cost $22.22 Unrealized
BMY Bristol Myers Squibb Co Com 0.0%
Value ($000) $129 Shares 2,789 Est. Cost $51.64 Unrealized -8.6%
APD Air Prods & Chems Inc Com 0.0%
Value ($000) $129 Shares 456 Est. Cost $255.43 Unrealized +5.0%
FMB First Trust Managed ETF 0.0%
Value ($000) $127 Shares 2,552 Est. Cost $51.30 Unrealized
Blackrock Institutional Trust Company N.A. Ishares Ibonds Dec 2025 Term Corporate Etf 0.0%
Value ($000) $127 Shares 5,027 Est. Cost $24.71 Unrealized
BUFR First Trust Exchange-Traded Fund Viii Ft Vest Laddered Buffer Etf 0.0%
Value ($000) $125 Shares 3,940 Est. Cost $29.08 Unrealized
DFIV DFA Tax Managed International Value ETF 0.0%
Value ($000) $125 Shares 2,915 Est. Cost $13.94 Unrealized
MRVL Marvell Technology Group Ltd 0.0%
Value ($000) $124 Shares 1,599 Est. Cost $82.66 Unrealized -24.7%
DIA SPDR Dow Jones Indl Avrg ETF ut Ser 1 0.0%
Value ($000) $123 Shares 279 Est. Cost $249.12 Unrealized
XMHQ Invesco Capital Management LLC S&p Midcap Quality Etf 0.0%
Value ($000) $123 Shares 1,250 Est. Cost $97.85 Unrealized
BAX Baxter Intl Inc Com 0.0%
Value ($000) $120 Shares 3,964 Est. Cost $43.25 Unrealized -30.7%
CASY Casey's General Stores Inc 0.0%
Value ($000) $118 Shares 232 Est. Cost $203.48 Unrealized +125.7%
IBDR iShares iBonds Dec 2026 Term Corporate 0.0%
Value ($000) $117 Shares 4,842 Est. Cost $23.72 Unrealized
PREF Principal Spectrum Prefered Securites ETF 0.0%
Value ($000) $116 Shares 6,135 Est. Cost $18.56 Unrealized
IVOO Vanguard S&P Mid Cap 0.0%
Value ($000) $116 Shares 1,105 Est. Cost $99.40 Unrealized
SCHV Schwab US Large Cap Value ETF 0.0%
Value ($000) $115 Shares 4,167 Est. Cost $35.10 Unrealized
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $115 Shares 1,272 Est. Cost $87.63 Unrealized +4.0%
PH Parker Hannifin Corp 0.0%
Value ($000) $114 Shares 163 Est. Cost $322.41 Unrealized +94.9%
IWP iShares Tr Russell McP Gr 0.0%
Value ($000) $114 Shares 820 Est. Cost $109.67 Unrealized
SCHF Schw Intl Eq ETF 0.0%
Value ($000) $112 Shares 5,088 Est. Cost $23.61 Unrealized
VGK Vanguard Intl Equity Index 0.0%
Value ($000) $112 Shares 1,450 Est. Cost $51.57 Unrealized
COF Capital One Finl Corp Com 0.0%
Value ($000) $112 Shares 528 Est. Cost $127.76 Unrealized +44.8%
CME CME Group Inc Class A 0.0%
Value ($000) $111 Shares 402 Est. Cost $141.79 Unrealized +89.3%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $110 Shares 669 Est. Cost $167.95 Unrealized -9.2%
KLAC KLA-Tencor Corp Com 0.0%
Value ($000) $108 Shares 121 Est. Cost $225.02 Unrealized +232.7%
GS Goldman Sachs Group Inc Com 0.0%
Value ($000) $107 Shares 151 Est. Cost $302.25 Unrealized +89.2%
GPC Genuine Parts Co Com 0.0%
Value ($000) $106 Shares 871 Est. Cost $86.66 Unrealized +35.9%
CB Chubb Limited 0.0%
Value ($000) $105 Shares 364 Est. Cost $124.58 Unrealized +130.4%
KIM Kimco Realty Corp 0.0%
Value ($000) $105 Shares 5,015 Est. Cost $18.29 Unrealized +9.7%
WEC Wisconsin Energy Corp. 0.0%
Value ($000) $102 Shares 982 Est. Cost $51.83 Unrealized +101.1%
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
DG Dollar General Corp 0.0%
Value ($000) $100 Shares 871 Est. Cost $117.21 Unrealized -16.3%
AMP Ameriprise Finl Inc Com 0.0%
Value ($000) $99 Shares 186 Est. Cost $152.95 Unrealized +220.5%
KMB Kimberly Clark Corp Com 0.0%
Value ($000) $99 Shares 770 Est. Cost $107.07 Unrealized +23.0%
CP Canadian Pac Ry LTD BDR 0.0%
Value ($000) $99 Shares 1,250 Est. Cost $78.09 Unrealized -1.9%
BKNG Booking Holdings Inc Ordinary Shares 0.0%
Value ($000) $98 Shares 17 Est. Cost $3822.21 Unrealized +33.3%
GIS General Mls Inc Com 0.0%
Value ($000) $98 Shares 1,895 Est. Cost $43.21 Unrealized +24.5%
HAS Hasbro Inc 0.0%
Value ($000) $96 Shares 1,307 Est. Cost $69.68 Unrealized -11.6%
XLB Materials Sel Sect SPDR 0.0%
Value ($000) $94 Shares 1,075 Est. Cost $60.49 Unrealized
AXP American Express Co Com 0.0%
Value ($000) $94 Shares 294 Est. Cost $82.70 Unrealized +237.8%
SPYG SPDR S&P 500 Growth ETF 0.0%
Value ($000) $94 Shares 982 Est. Cost $77.58 Unrealized
XEL XCEL Energy Inc Com 0.0%
Value ($000) $93 Shares 1,367 Est. Cost $32.23 Unrealized +110.4%
GILD Gilead Sciences Stock 0.0%
Value ($000) $92 Shares 829 Est. Cost $65.27 Unrealized +59.9%
BUD Anheuser Busch Inbev SA/NV Sponsored ADR 0.0%
Value ($000) $92 Shares 1,334 Est. Cost $64.54 Unrealized
VNQI Vanguard Group, Inc. Global ex-U.S. Real Estate Etf 0.0%
Value ($000) $90 Shares 1,954 Est. Cost $4.84 Unrealized
BX Blackstone Group INC CLASS A CORP COMMON 0.0%
Value ($000) $90 Shares 600 Est. Cost $102.71 Unrealized +31.5%
AGGY Wisdomtree Yield Enhanced US Aggregate Bond Fund Enhnc U S Aggre Etf 0.0%
Value ($000) $90 Shares 2,057 Est. Cost $53.96 Unrealized
LHX L3harris Technologies INC CORP COMMON 0.0%
Value ($000) $89 Shares 354 Est. Cost $184.79 Unrealized +22.9%
LMT Lockheed Martin Corp Com 0.0%
Value ($000) $88 Shares 189 Est. Cost $294.54 Unrealized +55.9%
BOND PIMCO Active Bond ETF 0.0%
Value ($000) $87 Shares 942 Est. Cost $91.89 Unrealized
XLP Cons Staple Sector SPDR 0.0%
Value ($000) $87 Shares 1,069 Est. Cost $54.57 Unrealized
O Realty Income Corp 0.0%
Value ($000) $86 Shares 1,500 Est. Cost $51.29 Unrealized +6.2%
BR Broadridge Finl Solutions Incom 0.0%
Value ($000) $86 Shares 354 Est. Cost $70.15 Unrealized +235.0%
DEO Diageo P L C Spon ADR New 0.0%
Value ($000) $85 Shares 843 Est. Cost $139.27 Unrealized
MCHP Microchip Technology Inc Com 0.0%
Value ($000) $85 Shares 1,206 Est. Cost $61.39 Unrealized -12.2%
JAVA J.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Value Etf 0.0%
Value ($000) $84 Shares 1,288 Est. Cost $62.17 Unrealized
EQWL Invesco Capital Management LLC Russell Top 200 Equal Weight Etf 0.0%
Value ($000) $84 Shares 766 Est. Cost $102.46 Unrealized
CAH Cardinal Health Inc Com 0.0%
Value ($000) $84 Shares 501 Est. Cost $68.27 Unrealized +115.5%
FAST Fastenal Co Com 0.0%
Value ($000) $84 Shares 2,002 Est. Cost $26.18 Unrealized +53.2%
SHM Spdr Series Trust Nuveen Ice Short Term Municipal Bond Etf 0.0%
Value ($000) $83 Shares 1,745 Est. Cost $47.49 Unrealized
AZN Astrazeneca PLC Sponsored ADR 0.0%
Value ($000) $83 Shares 1,192 Est. Cost $43.77 Unrealized
FTCS First Trust Capital Strength ETF 0.0%
Value ($000) $83 Shares 914 Est. Cost $72.47 Unrealized
IWL iShares Rusell Top 200 0.0%
Value ($000) $82 Shares 537 Est. Cost $90.58 Unrealized
GSLC Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg 0.0%
Value ($000) $82 Shares 677 Est. Cost $86.12 Unrealized
SHW Sherwin Williams CO Sherwin Williams CORP COMMON 0.0%
Value ($000) $81 Shares 237 Est. Cost $230.58 Unrealized +49.4%
FCX Freeport-McMoran Copper 0.0%
Value ($000) $81 Shares 1,864 Est. Cost $35.23 Unrealized +7.0%
TT Trane Technologies 0.0%
Value ($000) $80 Shares 184 Est. Cost $382.06 Unrealized +2.9%
APIE Trust For Professional Managers Activepassive International Equity Etf 0.0%
Value ($000) $79 Shares 2,373 Est. Cost $28.17 Unrealized
NFLX Netflix INC CORP COMMON 0.0%
Value ($000) $79 Shares 59 Est. Cost $69.69 Unrealized +62.2%
IGIB iShares Barclays Intermediate Cr Bd 0.0%
Value ($000) $78 Shares 1,470 Est. Cost $62.30 Unrealized
IBDS iShares iBonds Dec 2027 Term Corporate 0.0%
Value ($000) $77 Shares 3,175 Est. Cost $23.79 Unrealized
HLN Haleon PLC Spon ADS ADR 0.0%
Value ($000) $77 Shares 7,427 Est. Cost $8.59 Unrealized
PAYC Paycom Software Inc 0.0%
Value ($000) $77 Shares 332 Est. Cost $164.06 Unrealized +43.8%
FTA First Tr Large Cap Valuealphadex Fund Common Shs 0.0%
Value ($000) $76 Shares 963 Est. Cost $76.38 Unrealized
PYPL Paypal Hldgs Inc 0.0%
Value ($000) $76 Shares 1,018 Est. Cost $109.82 Unrealized -37.8%
PFG Principal Financial Group Incom 0.0%
Value ($000) $76 Shares 951 Est. Cost $43.68 Unrealized +71.2%
FTC First Trust Exchange-Traded Fund Iii Large Capital Growth Alphadex 0.0%
Value ($000) $75 Shares 500 Est. Cost $112.30 Unrealized
PFFD GLOBAL X U.S. PREFERRED ETF 0.0%
Value ($000) $75 Shares 4,006 Est. Cost $18.81 Unrealized
DD Dupont De Nemours INC CORP COMMON 0.0%
Value ($000) $75 Shares 1,092 Est. Cost $30.88 Unrealized -11.6%
FDL First Trust Morningstar 0.0%
Value ($000) $74 Shares 1,764 Est. Cost $30.16 Unrealized
DOV Dover Corp Com 0.0%
Value ($000) $73 Shares 400 Est. Cost $60.64 Unrealized +184.8%
GEHC GE Healthcare Technologies INC CORP COMMON 0.0%
Value ($000) $72 Shares 968 Est. Cost $76.45 Unrealized -9.0%
Blackrock Enhanced Global Div Tr Common 0.0%
Value ($000) $72 Shares 6,300 Est. Cost $11.35 Unrealized
FTGS First Trust Exchange-Traded Fund Growth Strength Etf 0.0%
Value ($000) $71 Shares 2,086 Est. Cost $30.96 Unrealized
APCB Trust For Professional Managers Activepassive Core Bond Etf 0.0%
Value ($000) $71 Shares 2,395 Est. Cost $29.09 Unrealized
MELI Mercadolibre Inc. 0.0%
Value ($000) $71 Shares 27 Est. Cost $1984.94 Unrealized +17.7%
WELL Welltower Inc 0.0%
Value ($000) $69 Shares 450 Est. Cost $48.83 Unrealized +202.8%
JEPQ J.P. Morgan Exchange-Traded Fund Trust JPMorgan Nasdaq Equity Premium Income Etf 0.0%
Value ($000) $68 Shares 1,253 Est. Cost $53.77 Unrealized
JQUA J.P. Morgan Exchange-Traded Fund Trust JPMorgan U.S. Quality Factor Etf 0.0%
Value ($000) $68 Shares 1,127 Est. Cost $47.86 Unrealized
ZROZ Pimco Exchange Traded Fund 25 Plus Year Zero Coupon U.S. Treasury Index Exchange-Traded 0.0%
Value ($000) $67 Shares 992 Est. Cost $71.63 Unrealized
CGXU Capital Group Companies Inc International Focus Equity Etf 0.0%
Value ($000) $66 Shares 2,425 Est. Cost $0.02 Unrealized
SPHQ Invesco Capital Management LLC S&p 500 Quality Etf 0.0%
Value ($000) $66 Shares 919 Est. Cost $33.90 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $65 Shares 527 Est. Cost $83.00 Unrealized +12.3%
HDB Hdfc Bk Ltd ADR Repstg 3 Shs 0.0%
Value ($000) $65 Shares 847 Est. Cost $66.67 Unrealized
D Dominion RES Inc VA New Com 0.0%
Value ($000) $63 Shares 1,117 Est. Cost $56.42 Unrealized -5.8%
Nuveen Select Tax-Free Income Portfolio 0.0%
Value ($000) $63 Shares 4,491 Est. Cost $16.03 Unrealized
IJT iShares Smallcap 600/Barra V 0.0%
Value ($000) $63 Shares 471 Est. Cost $131.55 Unrealized
JNK SPDR Series Tr Barclays Highyield 0.0%
Value ($000) $63 Shares 644 Est. Cost $100.93 Unrealized
HIG Hartford Finl Svcs Group Inccom 0.0%
Value ($000) $62 Shares 492 Est. Cost $39.87 Unrealized +208.3%
NDSN Nordson Corp 0.0%
Value ($000) $62 Shares 290 Est. Cost $196.94 Unrealized 0.0%
XCEM Columbia Etf Trust Ii Em Core ex-China 0.0%
Value ($000) $62 Shares 1,816 Est. Cost $29.54 Unrealized
TOTL SPDR Doubleline Total Return Tactical ETF 0.0%
Value ($000) $62 Shares 1,547 Est. Cost $46.21 Unrealized
MDYV Spdr Series Trust S&p 400 Mid Cap Value Etf 0.0%
Value ($000) $62 Shares 781 Est. Cost $75.69 Unrealized
RYAAY Ryanair Holdings PLC 0.0%
Value ($000) $62 Shares 1,075 Est. Cost $59.66 Unrealized
INGR Ingredion Inc Com 0.0%
Value ($000) $62 Shares 456 Est. Cost $91.63 Unrealized +47.4%
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
NTES Netease Inc 0.0%
Value ($000) $61 Shares 455 Est. Cost $129.76 Unrealized
WRB Berkley W R Corp Common 0.0%
Value ($000) $61 Shares 829 Est. Cost $35.59 Unrealized +96.5%
VTWO Vanguard Russell 2000 Index ETF 0.0%
Value ($000) $60 Shares 683 Est. Cost $87.18 Unrealized
DHR Danaher Corp 0.0%
Value ($000) $59 Shares 300 Est. Cost $173.08 Unrealized +11.5%
A Agilent Technologies Inc Com 0.0%
Value ($000) $59 Shares 500 Est. Cost $151.43 Unrealized -27.1%
FNDX Schwab Fundamental U.S. Large Company Index ETF 0.0%
Value ($000) $59 Shares 2,390 Est. Cost $26.37 Unrealized
LW Lamb Weston Hldgs Inc Common 0.0%
Value ($000) $58 Shares 1,120 Est. Cost $58.30 Unrealized -9.5%
RMD Resmed Inc Common 0.0%
Value ($000) $58 Shares 225 Est. Cost $100.35 Unrealized +136.5%
IQLT Ishares Edge Msci Intl Quality Factor Etf Qlt Fctr 0.0%
Value ($000) $58 Shares 1,343 Est. Cost $29.04 Unrealized
MCK McKesson Corp Com 0.0%
Value ($000) $58 Shares 79 Est. Cost $209.50 Unrealized +235.9%
FGD First Trust Dow Jones Globalselect Div 0.0%
Value ($000) $58 Shares 2,100 Est. Cost $24.59 Unrealized
BLV Vanguard Group, Inc. Long-Term Bond Etf 0.0%
Value ($000) $58 Shares 831 Est. Cost $69.03 Unrealized
ASML Asml Holding Nv ADR Rep CORP COMMON 0.0%
Value ($000) $58 Shares 72 Est. Cost $679.98 Unrealized
HLT Hilton Worldwide Holdings WI 0.0%
Value ($000) $58 Shares 216 Est. Cost $206.61 Unrealized +15.0%
HCA Hca Hldgs Inc Common 0.0%
Value ($000) $57 Shares 150 Est. Cost $329.26 Unrealized +8.9%
SONY Sony Corp Amern Sh New 0.0%
Value ($000) $57 Shares 2,184 Est. Cost $35.97 Unrealized
MLM Martin Marietta Materials Inc 0.0%
Value ($000) $57 Shares 103 Est. Cost $500.97 Unrealized +5.1%
BN Brookfield Corporation Ordinary Shares - Class A 0.0%
Value ($000) $56 Shares 911 Est. Cost $25.52 Unrealized +44.7%
ACGL Arch Capital Group Ltd 0.0%
Value ($000) $56 Shares 618 Est. Cost $92.28 Unrealized -0.0%
FIS Fidelity National Information Services INC Informatn Svcs CORP COMMON 0.0%
Value ($000) $56 Shares 685 Est. Cost $70.28 Unrealized +9.0%
CARR Carrier Global Corp COMMON 0.0%
Value ($000) $55 Shares 754 Est. Cost $25.14 Unrealized +167.8%
IVOV Vanguard S&P Mid-Cap 400 Value Index ETF 0.0%
Value ($000) $55 Shares 578 Est. Cost $94.19 Unrealized
FTSM First Trust Exchange-Traded Fund Iii Enhanced Short Maturity Etf 0.0%
Value ($000) $55 Shares 915 Est. Cost $56.23 Unrealized
RPG Invesco S&p 500 Pure Growth Portfolio Powershr Etf 0.0%
Value ($000) $54 Shares 1,185 Est. Cost $67.27 Unrealized
DKNG Draftkings Inc. 0.0%
Value ($000) $54 Shares 1,264 Est. Cost $38.45 Unrealized -6.7%
JHSC John Hancock Investment Management LLC Multifactor Small Cap Etf 0.0%
Value ($000) $53 Shares 1,362 Est. Cost $38.52 Unrealized
BA Boeing Co Com 0.0%
Value ($000) $53 Shares 252 Est. Cost $177.87 Unrealized +6.2%
TMUS T-mobile US INC T Mobile CORP COMMON 0.0%
Value ($000) $52 Shares 220 Est. Cost $130.09 Unrealized +85.6%
TTD Trade Desk INC CLASS A CORP COMMON 0.0%
Value ($000) $52 Shares 728 Est. Cost $81.88 Unrealized -22.0%
CGMU Capital Group Municipal Inc ETF 0.0%
Value ($000) $52 Shares 1,962 Est. Cost $26.84 Unrealized
MFC Manulife Financial Corp 0.0%
Value ($000) $52 Shares 1,632 Est. Cost $21.67 Unrealized +42.2%
SPOT Spotify Technology Sa CORP COMMON 0.0%
Value ($000) $51 Shares 67 Est. Cost $174.62 Unrealized +267.6%
CHKP Check Point Software Technologies Ltd. Ordinary Shares 0.0%
Value ($000) $51 Shares 232 Est. Cost $116.03 Unrealized +89.6%
EVRG Evergy INC CORP COMMON 0.0%
Value ($000) $51 Shares 740 Est. Cost $50.95 Unrealized +28.7%
RWL Invesco Exchange-Traded Fund Trust Ii S&p 500 Revenue Etf 0.0%
Value ($000) $51 Shares 488 Est. Cost $78.57 Unrealized
CNI Canadian Natl Railway Co 0.0%
Value ($000) $51 Shares 489 Est. Cost $69.35 Unrealized +45.1%
IBDT Ishares Trust Ibonds Dec 2028 Term Corporate Etf 0.0%
Value ($000) $51 Shares 2,000 Est. Cost $24.91 Unrealized
VXF Vanguard Extended MKT ETF 0.0%
Value ($000) $51 Shares 263 Est. Cost $136.95 Unrealized
VIOO Vanguard S&P Small-Cap 600 Index FD 0.0%
Value ($000) $50 Shares 493 Est. Cost $98.21 Unrealized
EMB iShares JP Morgan Em Bond FD 0.0%
Value ($000) $50 Shares 538 Est. Cost $85.31 Unrealized
PLTR Palantir Tech 0.0%
Value ($000) $50 Shares 365 Est. Cost $21.83 Unrealized +437.2%
ELV Anthem Inc 0.0%
Value ($000) $49 Shares 127 Est. Cost $403.57 Unrealized -1.7%
IWN iShares Tr Rusl 2000 Valu 0.0%
Value ($000) $49 Shares 312 Est. Cost $160.02 Unrealized
CAG Conagra Foods Inc Com 0.0%
Value ($000) $49 Shares 2,398 Est. Cost $28.25 Unrealized -20.6%
GTO Invesco Capital Management LLC Total Return Bond Etf 0.0%
Value ($000) $49 Shares 1,044 Est. Cost $48.01 Unrealized
ADSK Autodesk INC CORP COMMON 0.0%
Value ($000) $49 Shares 158 Est. Cost $223.13 Unrealized +27.1%
FDN First Trust Dow Jones Internet Index Fund Cf Etf 0.0%
Value ($000) $48 Shares 180 Est. Cost $205.09 Unrealized
CHD Church & Dwight Inc Com 0.0%
Value ($000) $48 Shares 500 Est. Cost $42.65 Unrealized +129.3%
IXC iShares Global Energy ETF 0.0%
Value ($000) $48 Shares 1,222 Est. Cost $32.13 Unrealized
NSC Norfolk Southern Corp Com 0.0%
Value ($000) $47 Shares 184 Est. Cost $159.06 Unrealized +46.5%
DELL Dell Technologies Inc Ordinary Shares - Class C 0.0%
Value ($000) $47 Shares 382 Est. Cost $71.54 Unrealized +41.6%
CTVA Corteva INC CORP COMMON 0.0%
Value ($000) $46 Shares 622 Est. Cost $45.58 Unrealized +45.2%
LYB Lyondellbasell Industrie 0.0%
Value ($000) $46 Shares 800 Est. Cost $75.68 Unrealized -28.1%
XLI SPDR FD-Sh of Beneficial Int 0.0%
Value ($000) $46 Shares 313 Est. Cost $76.30 Unrealized
FITB Fifth Third Bancorp Com 0.0%
Value ($000) $45 Shares 1,100 Est. Cost $30.77 Unrealized +18.8%
STZ Constellation Brands INC CLASS A CORP COMMON 0.0%
Value ($000) $45 Shares 278 Est. Cost $222.85 Unrealized -20.7%
UCON First Trust TCW Unconstrained Plus Bond ETF 0.0%
Value ($000) $45 Shares 1,816 Est. Cost $24.65 Unrealized
DFUV Dimensional US Markets ETF 0.0%
Value ($000) $45 Shares 1,061 Est. Cost $11.54 Unrealized
GNRC Generac Holdings Inc 0.0%
Value ($000) $45 Shares 311 Est. Cost $112.86 Unrealized +8.1%
FMX Fomento Economico Mexicano Sab De Cv Econ ADR Representing 10 CORP COMMON 0.0%
Value ($000) $44 Shares 429 Est. Cost $70.11 Unrealized
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $44 Shares 775 Est. Cost $50.88 Unrealized 0.0%
FLEX Flextronics Intl LTD Ord 0.0%
Value ($000) $43 Shares 864 Est. Cost $21.51 Unrealized +81.1%
BBVA Banco Bilbao Vizcaya Argentaria SA 0.0%
Value ($000) $42 Shares 2,757 Est. Cost $5.87 Unrealized
SJM Smucker J M Co Com New 0.0%
Value ($000) $41 Shares 420 Est. Cost $109.14 Unrealized -1.8%
WMB Williams Cos Inc Del Com 0.0%
Value ($000) $41 Shares 650 Est. Cost $19.52 Unrealized +195.4%
WDAY Workday Inc. 0.0%
Value ($000) $41 Shares 170 Est. Cost $255.22 Unrealized -4.6%
BNS BK Nova Scotia Halifax (Canada) 0.0%
Value ($000) $41 Shares 735 Est. Cost $37.78 Unrealized +32.8%
FDX FedEx Corp Com 0.0%
Value ($000) $40 Shares 178 Est. Cost $173.70 Unrealized +23.9%
Eaton Vance Tax Managed Glbl 0.0%
Value ($000) $40 Shares 4,623 Est. Cost $8.75 Unrealized
XLV Select Sector SPDR Tr Sbi Healthcare 0.0%
Value ($000) $40 Shares 300 Est. Cost $85.84 Unrealized
ADI Analog Devices Inc Com 0.0%
Value ($000) $40 Shares 169 Est. Cost $174.76 Unrealized +17.9%
Nuveen S&P 500 Buy-Write Income FD 0.0%
Value ($000) $40 Shares 2,895 Est. Cost $13.88 Unrealized
PRU Prudential Finl Inc Com 0.0%
Value ($000) $40 Shares 370 Est. Cost $84.16 Unrealized +19.2%
DNP Select Income Fund Inc 0.0%
Value ($000) $40 Shares 4,051 Est. Cost $10.70 Unrealized
TPR Tapestry Inc 0.0%
Value ($000) $40 Shares 450 Est. Cost $33.47 Unrealized +123.9%
BHP BHP Billiton LTD Sponsored ADR 0.0%
Value ($000) $39 Shares 815 Est. Cost $64.60 Unrealized
USHY Blackrock Institutional Trust Company N.A. Ishares Broad USD High Yield Corporate Bond Etf 0.0%
Value ($000) $39 Shares 1,044 Est. Cost $36.97 Unrealized
WBD Warner Bros Discovery Inc NPV 0.0%
Value ($000) $39 Shares 3,399 Est. Cost $8.01 Unrealized +16.4%
MET Metlife Inc Com 0.0%
Value ($000) $39 Shares 483 Est. Cost $35.90 Unrealized +111.2%
ERIC Telefonaktiebolaget LM Ericsson 0.0%
Value ($000) $39 Shares 4,569 Est. Cost $7.85 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $39 Shares 204 Est. Cost $202.61 Unrealized -12.8%
BABA Alibaba Group Hldg LTD Spon ADR 0.0%
Value ($000) $39 Shares 340 Est. Cost $125.65 Unrealized
RWX SPDR DJ Wilshire Internationreal 0.0%
Value ($000) $38 Shares 1,400 Est. Cost $36.53 Unrealized
XLG Invesco S&P 500 Top 50 ETF 0.0%
Value ($000) $38 Shares 735 Est. Cost $68.03 Unrealized
Nuveen AMT-Free Municipal 0.0%
Value ($000) $38 Shares 3,500 Est. Cost $11.14 Unrealized
BDX Becton Dickinson & Co Com 0.0%
Value ($000) $38 Shares 220 Est. Cost $208.17 Unrealized -13.3%
Eaton Vance Tax Adv Glbl Div 0.0%
Value ($000) $37 Shares 1,789 Est. Cost $20.94 Unrealized
NVO Novo Nordisk A/S 0.0%
Value ($000) $37 Shares 542 Est. Cost $89.49 Unrealized
Blackrock, Inc. (US) Blackrock Muniyield Quality Fund, Inc 0.0%
Value ($000) $37 Shares 3,355 Est. Cost $11.80 Unrealized
Gabelli Dividend & Inc Trust 0.0%
Value ($000) $37 Shares 1,433 Est. Cost $26.01 Unrealized
TFC Truist Financial Corp COMMON 0.0%
Value ($000) $37 Shares 859 Est. Cost $33.74 Unrealized +12.6%
Blackrock, Inc. (US) Blackrock Municipal Income Quality Trust 0.0%
Value ($000) $37 Shares 3,495 Est. Cost $11.36 Unrealized
HSY Hershey Co Com 0.0%
Value ($000) $37 Shares 220 Est. Cost $190.92 Unrealized -15.3%
DHI Dr Horton Inc 0.0%
Value ($000) $36 Shares 281 Est. Cost $32.22 Unrealized +279.6%
Blackrock Muniholdings QTY 0.0%
Value ($000) $36 Shares 3,760 Est. Cost $10.03 Unrealized
Blackrock Enhanced International Div Trust 0.0%
Value ($000) $36 Shares 6,151 Est. Cost $5.79 Unrealized
FE Firstenergy Corp Common 0.0%
Value ($000) $35 Shares 879 Est. Cost $34.01 Unrealized +18.4%
TFI Nuveen Bloomberg Municipal Bond ETF 0.0%
Value ($000) $35 Shares 784 Est. Cost $46.15 Unrealized
CLX Clorox Co Del Com 0.0%
Value ($000) $35 Shares 290 Est. Cost $102.43 Unrealized +27.3%
CSGP Costar Group Inc 0.0%
Value ($000) $34 Shares 428 Est. Cost $80.94 Unrealized -3.8%
Nuveen Multi-Strategy 0.0%
Value ($000) $34 Shares 4,202 Est. Cost $8.02 Unrealized
SPGP Invesco S & P 500 0.0%
Value ($000) $34 Shares 312 Est. Cost $6.32 Unrealized
SOLV Solventum Corporation 0.0%
Value ($000) $33 Shares 439 Est. Cost $60.70 Unrealized +16.7%
SLB Schlumberger LTD Com 0.0%
Value ($000) $33 Shares 985 Est. Cost $43.66 Unrealized -22.3%
VEEV Veeva Systems INC CLASS A CORP COMMON 0.0%
Value ($000) $33 Shares 115 Est. Cost $195.33 Unrealized +27.0%
KMI Kinder Morgan Inc Del Com 0.0%
Value ($000) $33 Shares 1,126 Est. Cost $15.45 Unrealized +73.2%
APA Apache Corporation 0.0%
Value ($000) $33 Shares 1,800 Est. Cost $16.81 Unrealized +0.3%
XLU Sector XLX Utilities 0.0%
Value ($000) $33 Shares 400 Est. Cost $51.57 Unrealized
AIRR First Trust Exchange-Traded Fund Iii Rba American Industrial Renaissance Etf 0.0%
Value ($000) $33 Shares 400 Est. Cost $67.33 Unrealized
Voya Global Equity 0.0%
Value ($000) $32 Shares 5,600 Est. Cost $5.80 Unrealized
AON Aon Plc CLASS A CORP COMMON 0.0%
Value ($000) $32 Shares 91 Est. Cost $320.59 Unrealized +12.7%
SE Sea LTD ADR 0.0%
Value ($000) $32 Shares 202 Est. Cost $134.86 Unrealized
CVS CVS Corp Com 0.0%
Value ($000) $32 Shares 468 Est. Cost $67.47 Unrealized -4.9%
GSK GSK PLc Sponsored ADR 0.0%
Value ($000) $32 Shares 832 Est. Cost $9.59 Unrealized
SPTS SPDR Portfolio Short Term Treasury ETF 0.0%
Value ($000) $32 Shares 1,085 Est. Cost $29.07 Unrealized
Virtus Dividend Interest & Premium Strategy Fund 0.0%
Value ($000) $31 Shares 2,536 Est. Cost $12.40 Unrealized
NWG Natwest Group PLC ADR 0.0%
Value ($000) $31 Shares 2,219 Est. Cost $11.92 Unrealized
FSCS First Trust Exchange-Traded Fund Vi Smid Capital Strength Etf 0.0%
Value ($000) $31 Shares 873 Est. Cost $86.66 Unrealized
FICO Fair Isaac Corp 0.0%
Value ($000) $31 Shares 17 Est. Cost $1877.74 Unrealized 0.0%
ONEO Spdr Series Trust Russell 1000 Momentum Focus Etf 0.0%
Value ($000) $31 Shares 251 Est. Cost $115.22 Unrealized
CNP Centerpoint Energy Inc Com 0.0%
Value ($000) $31 Shares 843 Est. Cost $21.15 Unrealized +72.7%
FBIN Fortune Brands Home & Sec Incom 0.0%
Value ($000) $31 Shares 600 Est. Cost $57.75 Unrealized -11.0%
LKQ LKQ Corp 0.0%
Value ($000) $31 Shares 832 Est. Cost $45.20 Unrealized -13.8%
VRT Vertiv Holdings Class A 0.0%
Value ($000) $31 Shares 238 Est. Cost $106.29 Unrealized -8.6%
CWT California Wtr Svc Group Com 0.0%
Value ($000) $30 Shares 670 Est. Cost $29.04 Unrealized +61.0%
VLTO Veralto Corp 0.0%
Value ($000) $30 Shares 300 Est. Cost $73.75 Unrealized +30.4%
NNI Nelnet Inc Class A 0.0%
Value ($000) $30 Shares 250 Est. Cost $101.67 Unrealized +9.9%
Eaton Vance Tax-Managed Global 0.0%
Value ($000) $30 Shares 3,500 Est. Cost $8.65 Unrealized
Blackrock Enhanced Equity Fund 0.0%
Value ($000) $30 Shares 3,400 Est. Cost $8.89 Unrealized
Cohen & Steers Quality Income Realty Fund 0.0%
Value ($000) $30 Shares 2,420 Est. Cost $12.45 Unrealized
AVDV American Century Etf Trust Avantis International Small Cap Value 0.0%
Value ($000) $30 Shares 380 Est. Cost $65.52 Unrealized
OTIS Otis Worldwide Corp COMMON 0.0%
Value ($000) $30 Shares 300 Est. Cost $62.73 Unrealized +52.1%
DFEM Dimensional Etf Trust Emerging Markets Core Equity 2 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $29.68 Unrealized
HDV iShares Trust High Divid Equ 0.0%
Value ($000) $29 Shares 250 Est. Cost $46.77 Unrealized
DDOG Datadog Inc. Class A 0.0%
Value ($000) $29 Shares 218 Est. Cost $126.18 Unrealized -12.3%
BRKR Bruker Corp 0.0%
Value ($000) $29 Shares 700 Est. Cost $51.78 Unrealized -25.7%
EIPI First Trust Energy Income And Growth ETF 0.0%
Value ($000) $29 Shares 1,462 Est. Cost $19.41 Unrealized
CRL Charles River Laboratories International INC Chrls Labs CORP COMMON 0.0%
Value ($000) $29 Shares 190 Est. Cost $200.97 Unrealized -33.6%
IWO iShares Tr Russell 2000 Grw 0.0%
Value ($000) $29 Shares 100 Est. Cost $283.20 Unrealized
NUE Nucor Corp Com 0.0%
Value ($000) $28 Shares 220 Est. Cost $51.53 Unrealized +124.2%
ZBH Zimmer Hldgs Inc Com 0.0%
Value ($000) $28 Shares 312 Est. Cost $105.18 Unrealized -8.8%
USFD US Foods Holding Corp 0.0%
Value ($000) $28 Shares 368 Est. Cost $39.17 Unrealized +82.1%
FNOV First Trust Exchange-Traded Fund Viii Ft Vest U.S. Equity Buffer Etf - November 0.0%
Value ($000) $28 Shares 560 Est. Cost $47.18 Unrealized
FISV Fiserv INC CORP COMMON 0.0%
Value ($000) $28 Shares 162 Est. Cost $112.09 Unrealized +61.8%
SPTI SPDR Portfolio Intermediate Term Treasury ETF 0.0%
Value ($000) $28 Shares 969 Est. Cost $27.64 Unrealized
Western Asset High Income Opportunity Fund 0.0%
Value ($000) $28 Shares 7,000 Est. Cost $3.98 Unrealized
CDW CDW Corp 0.0%
Value ($000) $28 Shares 155 Est. Cost $50.65 Unrealized +231.9%
AMTM Ammentum Holdings 0.0%
Value ($000) $28 Shares 1,170 Est. Cost $25.53 Unrealized -18.1%
FDT First Trust Dev Markets Ex-US Alphadex 0.0%
Value ($000) $28 Shares 400 Est. Cost $52.51 Unrealized
DGX Quest Diagnostics Inc Common 0.0%
Value ($000) $27 Shares 152 Est. Cost $148.20 Unrealized +16.1%
DNOV First Trust Exchange-Traded Fund Viii Ft Vest U.S. Equity Deep Buffer Etf - November 0.0%
Value ($000) $27 Shares 606 Est. Cost $42.17 Unrealized
PULS Pgim Etf Trust Ultra Short Bond 0.0%
Value ($000) $27 Shares 539 Est. Cost $49.46 Unrealized
INFY Infosys LTD ADR 0.0%
Value ($000) $27 Shares 1,444 Est. Cost $18.19 Unrealized
TECB Ishares Trust U.S. Tech Breakthrough Multisector Etf 0.0%
Value ($000) $27 Shares 465 Est. Cost $32.49 Unrealized
ENOV Enovis Corp 0.0%
Value ($000) $27 Shares 850 Est. Cost $49.08 Unrealized -32.6%
RIO Rio Tinto PLC Sponsored ADR 0.0%
Value ($000) $26 Shares 453 Est. Cost $57.94 Unrealized
KKR Kkr & CO INC And CLASS A CORP COMMON 0.0%
Value ($000) $26 Shares 198 Est. Cost $46.72 Unrealized +149.7%
KT KT Corp 0.0%
Value ($000) $26 Shares 1,266 Est. Cost $17.03 Unrealized
GNMA iShares Barclays Gnma Bond 0.0%
Value ($000) $26 Shares 596 Est. Cost $49.47 Unrealized
OKTA Okta Inc A 0.0%
Value ($000) $26 Shares 261 Est. Cost $106.80 Unrealized 0.0%
VMC Vulcan Matls Co 0.0%
Value ($000) $26 Shares 100 Est. Cost $226.99 Unrealized +12.8%
AZO Autozone INC CORP COMMON 0.0%
Value ($000) $26 Shares 7 Est. Cost $1314.54 Unrealized +180.4%
PPG PPG Inds Inc Com 0.0%
Value ($000) $26 Shares 225 Est. Cost $89.83 Unrealized +18.4%
KOMP Spdr Series Trust S&p Kensho New Economies Composite Etf 0.0%
Value ($000) $25 Shares 468 Est. Cost $45.13 Unrealized
ESGE Ishares Trust Ishare Inc Esg Aware Msci Em Etf 0.0%
Value ($000) $25 Shares 645 Est. Cost $31.48 Unrealized
SNY Sanofi Aventis Sponsored ADR 0.0%
Value ($000) $25 Shares 521 Est. Cost $50.98 Unrealized
SNPS Synopsys Inc 0.0%
Value ($000) $25 Shares 49 Est. Cost $516.11 Unrealized -9.7%
LNG Cheniere Energy Inc 0.0%
Value ($000) $25 Shares 103 Est. Cost $161.87 Unrealized +43.1%
CNC Centene Corp 0.0%
Value ($000) $25 Shares 461 Est. Cost $66.85 Unrealized -12.3%
USFR WisdomTree Floating Rate Treasury Fd 0.0%
Value ($000) $25 Shares 497 Est. Cost $25.94 Unrealized
SKYY First Tr Ise Cloud Comp Inx ETF 0.0%
Value ($000) $25 Shares 204 Est. Cost $48.98 Unrealized
HWM Howmet Aerospace INC CORP COMMON 0.0%
Value ($000) $25 Shares 133 Est. Cost $55.54 Unrealized +176.6%
FANG Diamondback Energy Inc 0.0%
Value ($000) $25 Shares 180 Est. Cost $136.80 Unrealized -0.5%
SKYW Skywest Inc Com 0.0%
Value ($000) $25 Shares 240 Est. Cost $35.67 Unrealized +166.5%
KGC Kinross Gold Corp 0.0%
Value ($000) $25 Shares 1,580 Est. Cost $11.22 Unrealized +29.7%
ROK Rockwell Automation Inc 0.0%
Value ($000) $25 Shares 74 Est. Cost $232.73 Unrealized +21.2%
PPL PPL Corp Com 0.0%
Value ($000) $25 Shares 723 Est. Cost $29.23 Unrealized +16.5%
HUM Humana Inc Com 0.0%
Value ($000) $24 Shares 100 Est. Cost $278.61 Unrealized -11.4%
F Ford Mtr Co Del Com Par $0.01 0.0%
Value ($000) $24 Shares 2,244 Est. Cost $9.95 Unrealized -0.8%
CALF Pacer Funds Trust US Small Cap Cash Cows Etf 0.0%
Value ($000) $24 Shares 611 Est. Cost $43.02 Unrealized
COR Amerisourcebergen Corp Com 0.0%
Value ($000) $24 Shares 81 Est. Cost $120.00 Unrealized +139.0%
ARCC Ares Cap Corp Com 0.0%
Value ($000) $24 Shares 1,100 Est. Cost $7.61 Unrealized +162.3%
BAP Creditcorp LTD USA 0.0%
Value ($000) $24 Shares 108 Est. Cost $120.19 Unrealized +64.1%
FEP First Trust Europe Alphadex Fund 0.0%
Value ($000) $24 Shares 500 Est. Cost $36.32 Unrealized
HYMB Nuveen Bloomberg High Yield Municipal Bond ETF 0.0%
Value ($000) $24 Shares 958 Est. Cost $25.01 Unrealized
LPLA LPL Financial Holdings 0.0%
Value ($000) $24 Shares 63 Est. Cost $313.23 Unrealized +11.9%
BKR Baker Hughes Inc 0.0%
Value ($000) $24 Shares 615 Est. Cost $31.37 Unrealized +18.8%
DES Wisdomtree Smallcap Dividendfund 0.0%
Value ($000) $23 Shares 735 Est. Cost $36.33 Unrealized
BBY Best Buy Inc Com 0.0%
Value ($000) $23 Shares 342 Est. Cost $71.19 Unrealized -8.1%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $23 Shares 1,996 Est. Cost $70.50 Unrealized
DOC Healthpeak Properties 0.0%
Value ($000) $23 Shares 1,300 Est. Cost $23.07 Unrealized -26.3%
QQQM Invesco Exchange-Traded Fund Trust Ii Nasdaq 100 Etf 0.0%
Value ($000) $23 Shares 100 Est. Cost $148.62 Unrealized
OMC Omnicom Group Inc Com 0.0%
Value ($000) $23 Shares 314 Est. Cost $66.55 Unrealized +8.1%
JCI Johnson Controls Inc. Shs 0.0%
Value ($000) $22 Shares 212 Est. Cost $81.42 Unrealized +12.7%
SSNC Ss&c Technologies Holdings INC Ss And C CORP COMMON 0.0%
Value ($000) $22 Shares 269 Est. Cost $79.65 Unrealized -1.3%
CPAY Corpay Inc 0.0%
Value ($000) $22 Shares 67 Est. Cost $283.00 Unrealized +15.2%
FTGC First Tr Global Tactical Commodity Strategy FD 0.0%
Value ($000) $22 Shares 900 Est. Cost $23.72 Unrealized
Mr Cooper Group Inc. 0.0%
Value ($000) $22 Shares 147 Est. Cost $119.60 Unrealized
CRH CRH PLC ADR 0.0%
Value ($000) $22 Shares 237 Est. Cost $58.12 Unrealized +56.6%
CIEN Ciena Corp 0.0%
Value ($000) $22 Shares 265 Est. Cost $54.46 Unrealized +31.7%
MNST Monster Beverage Cor 0.0%
Value ($000) $21 Shares 340 Est. Cost $38.14 Unrealized +60.2%
WAB Westinghouse Air Brake Technologies Corp Wabtec COMMON 0.0%
Value ($000) $21 Shares 100 Est. Cost $112.58 Unrealized +70.3%
FXH First Trust Exchange-Traded Fund Iii Health Care Alphadex 0.0%
Value ($000) $21 Shares 200 Est. Cost $109.59 Unrealized
STPZ Pimco Exchange Traded Fund 1-5 Year U.S. Tips Index Exchange-Traded 0.0%
Value ($000) $20 Shares 380 Est. Cost $55.19 Unrealized
FLS Flowserve Corp Com 0.0%
Value ($000) $20 Shares 389 Est. Cost $31.78 Unrealized +46.4%
Franklin Templeton Investments (US) Royce Small-Cap Trust Inc 0.0%
Value ($000) $20 Shares 1,351 Est. Cost $15.05 Unrealized
DAL Delta Air Lines Inc. 0.0%
Value ($000) $20 Shares 400 Est. Cost $49.97 Unrealized -8.8%
CSX CSX Corp Com 0.0%
Value ($000) $20 Shares 600 Est. Cost $29.78 Unrealized 0.0%
Hess Corp Com 0.0%
Value ($000) $20 Shares 141 Est. Cost $112.30 Unrealized
PDBC Invesco Capital Management LLC Optimum Yield Diversified Commodity Strategy No K-1 Etf 0.0%
Value ($000) $19 Shares 1,487 Est. Cost $16.03 Unrealized
POST Post Hldgs Inc Com 0.0%
Value ($000) $19 Shares 177 Est. Cost $94.94 Unrealized +18.0%
URBN Urban Outfitters Inc Com 0.0%
Value ($000) $19 Shares 266 Est. Cost $37.39 Unrealized +60.6%
HEDJ Wisdomtree Europe Hedged Equity 0.0%
Value ($000) $19 Shares 400 Est. Cost $51.00 Unrealized
TLN Talen Energy Corp Ordinary Shares New 0.0%
Value ($000) $19 Shares 66 Est. Cost $237.27 Unrealized 0.0%
DRI Darden Restaurants Inc 0.0%
Value ($000) $19 Shares 88 Est. Cost $188.66 Unrealized +8.3%
JPEF J.P. Morgan Exchange-Traded Fund Trust JPMorgan Equity Focus Etf 0.0%
Value ($000) $19 Shares 270 Est. Cost $70.14 Unrealized
PEG Public Svc Enterprise Group Com 0.0%
Value ($000) $19 Shares 221 Est. Cost $59.08 Unrealized +33.6%
LAD Lithia Motors Inc 0.0%
Value ($000) $19 Shares 55 Est. Cost $340.53 Unrealized -9.2%
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
SRE Sempra Energy Com 0.0%
Value ($000) $18 Shares 241 Est. Cost $76.32 Unrealized -4.9%
WST West Pharmaceutical Services Inc. 0.0%
Value ($000) $18 Shares 83 Est. Cost $274.80 Unrealized -22.4%
URI United Rentals INC Rental CORP COMMON 0.0%
Value ($000) $18 Shares 24 Est. Cost $325.11 Unrealized +104.7%
OXY Occidental Pete Corp Del Com 0.0%
Value ($000) $18 Shares 430 Est. Cost $50.64 Unrealized -18.7%
SNN Smith & Nephew PLC 0.0%
Value ($000) $18 Shares 588 Est. Cost $25.36 Unrealized
GJAN First Trust Exchange-Traded Fund Viii Ft Vest U.S. Equity Moderate Buffer Etf - January 0.0%
Value ($000) $18 Shares 450 Est. Cost $35.88 Unrealized
MKL Markel Corp Com 0.0%
Value ($000) $18 Shares 9 Est. Cost $1077.21 Unrealized +74.1%
XYZ Square INC CLASS A CORP COMMON 0.0%
Value ($000) $18 Shares 264 Est. Cost $63.42 Unrealized -8.3%
ABG Asbury Automotive Group 0.0%
Value ($000) $18 Shares 75 Est. Cost $226.93 Unrealized +0.7%
TLK Pt Telekomunikasi Indonesia TBK 0.0%
Value ($000) $18 Shares 1,045 Est. Cost $23.55 Unrealized
KVUE Kenvue Inc 0.0%
Value ($000) $18 Shares 838 Est. Cost $20.89 Unrealized +6.0%
VIS Vanguard Industrials Etf 0.0%
Value ($000) $17 Shares 62 Est. Cost $169.35 Unrealized
IDV iShares Tr Dow Jones Epac Select Div 0.0%
Value ($000) $17 Shares 500 Est. Cost $28.88 Unrealized
CTSH Cognizant Technology Solutiocl A 0.0%
Value ($000) $17 Shares 219 Est. Cost $68.98 Unrealized +9.9%
BK Bank New York Mellon Corp 0.0%
Value ($000) $17 Shares 187 Est. Cost $37.48 Unrealized +124.0%
Voya Emerging Mkts High Div Equity Fund 0.0%
Value ($000) $17 Shares 2,860 Est. Cost $5.94 Unrealized
PBR/A Petroleo Brasileiro ADR 0.0%
Value ($000) $17 Shares 1,470 Est. Cost $10.59 Unrealized
ABEV Ambev SA Sponsored ADR 0.0%
Value ($000) $17 Shares 7,028 Est. Cost $3.50 Unrealized
OBDC OWL ROCK CAPITAL CORP 0.0%
Value ($000) $17 Shares 1,175 Est. Cost $9.58 Unrealized +36.2%
APP Applovin Corp Ordinary Shares - Class A 0.0%
Value ($000) $17 Shares 48 Est. Cost $335.26 Unrealized -3.3%
FXN First Trust Exchange-Traded Fund Iii Energy Alphadex 0.0%
Value ($000) $17 Shares 1,100 Est. Cost $18.73 Unrealized
FLOT iShares Floating Rate Bond ETF 0.0%
Value ($000) $17 Shares 325 Est. Cost $25.09 Unrealized
DOW Dow INC CORP COMMON 0.0%
Value ($000) $17 Shares 624 Est. Cost $40.34 Unrealized -31.1%
INMU Ishares Intermediate Muni Income Active ETF 0.0%
Value ($000) $16 Shares 699 Est. Cost $23.60 Unrealized
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $16 Shares 801 Est. Cost $11.75 Unrealized +40.2%
CCI Crown Castle Intl Co REIT 0.0%
Value ($000) $16 Shares 157 Est. Cost $112.42 Unrealized -12.8%
Cohen & Steers Tax Adv Pfd 0.0%
Value ($000) $16 Shares 804 Est. Cost $19.80 Unrealized
NVT Nvent Electric Plc CORP COMMON 0.0%
Value ($000) $16 Shares 217 Est. Cost $30.70 Unrealized +98.7%
ZTO ZTO Express (Cayman) Inc. ADR 0.0%
Value ($000) $16 Shares 894 Est. Cost $19.84 Unrealized
MDIV FT Multi Asset Diversif Inc IDX ETF 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $17.00 Unrealized
LGOV First Trust Exchange-Traded Fund Iv Long Duration Opportunities Etf 0.0%
Value ($000) $16 Shares 737 Est. Cost $21.42 Unrealized
VRNS VARONIS SYSTEMS INC 0.0%
Value ($000) $16 Shares 311 Est. Cost $26.07 Unrealized +74.4%
WTRG Essential Utilities INC CORP COMMON 0.0%
Value ($000) $16 Shares 423 Est. Cost $42.96 Unrealized -9.3%
HBAN Huntington Bancshares INC Corp 0.0%
Value ($000) $16 Shares 936 Est. Cost $10.99 Unrealized +33.7%
ING Ing Groep N V Sponsored ADR 0.0%
Value ($000) $16 Shares 712 Est. Cost $21.87 Unrealized
GMAB Genmab A/s ADR 0.0%
Value ($000) $15 Shares 733 Est. Cost $33.96 Unrealized
STX Seagate Technology Holdings PLC 0.0%
Value ($000) $15 Shares 104 Est. Cost $56.56 Unrealized +81.1%
FTSL First Trust High Yield Long/Short ETF 0.0%
Value ($000) $15 Shares 327 Est. Cost $46.24 Unrealized
UBS UBS Group AG 0.0%
Value ($000) $15 Shares 437 Est. Cost $30.20 Unrealized +2.5%
CPRT Copart INC CORP COMMON 0.0%
Value ($000) $15 Shares 301 Est. Cost $43.01 Unrealized +30.1%
BAM Brookfield Asset Management Ltd Mngmt CLASS A CORP COMMON 0.0%
Value ($000) $14 Shares 262 Est. Cost $36.54 Unrealized +43.9%
ICOW Pacer Funds Trust Developed Markets International Cash Cows 100 Etf 0.0%
Value ($000) $14 Shares 425 Est. Cost $31.25 Unrealized
MSM Msc Indl Direct Co Inc Cl A 0.0%
Value ($000) $14 Shares 170 Est. Cost $92.95 Unrealized -15.0%
DFAE Dimensional Etf Trust Emerging Core Equity Market 0.0%
Value ($000) $14 Shares 495 Est. Cost $24.11 Unrealized
SU Suncor Energy Inc New Com 0.0%
Value ($000) $14 Shares 380 Est. Cost $27.30 Unrealized +31.4%
PGF Invesco Capital Management LLC Financial Preferred Etf 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $17.00 Unrealized
ECON Columbia Etf Trust Ii Research Enhanced Emerging Economies 0.0%
Value ($000) $14 Shares 585 Est. Cost $20.47 Unrealized
PKG Packaging Corp America 0.0%
Value ($000) $14 Shares 73 Est. Cost $80.43 Unrealized +131.0%
Tekla Healthcare Invs Sh Ben Int 0.0%
Value ($000) $14 Shares 887 Est. Cost $15.49 Unrealized
CNQ Canadian Natural Resources LTD 0.0%
Value ($000) $14 Shares 436 Est. Cost $24.43 Unrealized +22.7%
VLO Valero Energy Corp New Com 0.0%
Value ($000) $14 Shares 101 Est. Cost $53.58 Unrealized +128.2%
GEN NortonLifelock 0.0%
Value ($000) $13 Shares 459 Est. Cost $19.11 Unrealized +41.5%
MDU MDU RES Group Inc Com 0.0%
Value ($000) $13 Shares 809 Est. Cost $9.25 Unrealized +77.9%
ETR Entergy Corp New Com 0.0%
Value ($000) $13 Shares 161 Est. Cost $81.28 Unrealized 0.0%
LEG Leggett & Platt Inc Com 0.0%
Value ($000) $13 Shares 1,500 Est. Cost $48.84 Unrealized -82.4%
Lexington Realty Trust Com 0.0%
Value ($000) $13 Shares 1,600 Est. Cost $10.00 Unrealized
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
LEN Lennar Corp Cl A 0.0%
Value ($000) $13 Shares 119 Est. Cost $50.71 Unrealized +111.6%
PHG Koninklijke Philips NV 0.0%
Value ($000) $13 Shares 544 Est. Cost $20.64 Unrealized
FTV Fortive Corp 0.0%
Value ($000) $13 Shares 248 Est. Cost $49.84 Unrealized +4.8%
KNF Knife RIV Corp NPV 0.0%
Value ($000) $13 Shares 158 Est. Cost $74.70 Unrealized +21.9%
SPG Simon Ppty Group Inc New Common 0.0%
Value ($000) $13 Shares 80 Est. Cost $152.73 Unrealized 0.0%
CAE CAE Inc 0.0%
Value ($000) $13 Shares 438 Est. Cost $18.76 Unrealized +34.5%
Allete Inc Com New 0.0%
Value ($000) $13 Shares 200 Est. Cost $66.67 Unrealized
DLS Wisdomtree International Smallcap Dividend Fund 0.0%
Value ($000) $13 Shares 170 Est. Cost $57.47 Unrealized
GRFS Grifols SA 0.0%
Value ($000) $13 Shares 1,411 Est. Cost $10.52 Unrealized
GMAR First Trust Exchange-Traded Fund Viii Ft Vest U.S. Equity Moderate Buffer Etf - March 0.0%
Value ($000) $13 Shares 325 Est. Cost $36.72 Unrealized
WU Western Un Co Com 0.0%
Value ($000) $13 Shares 1,500 Est. Cost $20.26 Unrealized
FEZ SPDR Euro Stoxx 50 Fund 0.0%
Value ($000) $13 Shares 210 Est. Cost $46.04 Unrealized
AIG American Intl Group 0.0%
Value ($000) $12 Shares 146 Est. Cost $38.34 Unrealized +113.9%
USMC Principal Exchange-Traded Funds U.S. Mega-Cap Etf 0.0%
Value ($000) $12 Shares 199 Est. Cost $52.71 Unrealized
RF Regions Financial Corp 0.0%
Value ($000) $12 Shares 528 Est. Cost $11.89 Unrealized +73.1%
STM St Microelectronics New York Shares 0.0%
Value ($000) $12 Shares 407 Est. Cost $23.98 Unrealized
HAL Halliburton Co Com 0.0%
Value ($000) $12 Shares 604 Est. Cost $30.15 Unrealized -31.8%
SMG SCOTTS MIRACLE GRO CO CLASS A 0.0%
Value ($000) $12 Shares 186 Est. Cost $62.96 Unrealized -11.7%
TRP Tc Energy Corp COMMON 0.0%
Value ($000) $12 Shares 250 Est. Cost $34.32 Unrealized +41.2%
EMBJ Embraer SA 0.0%
Value ($000) $12 Shares 214 Est. Cost $11.06 Unrealized
COWZ Pacer Funds Trust US Cash Cows 100 Etf 0.0%
Value ($000) $12 Shares 221 Est. Cost $54.38 Unrealized
FMS Fresenius Medical Aktiengesellschaft 0.0%
Value ($000) $12 Shares 418 Est. Cost $28.57 Unrealized
WPP WPP PLC Sponsored 0.0%
Value ($000) $12 Shares 341 Est. Cost $51.06 Unrealized
EQIX Equinix Inc 0.0%
Value ($000) $12 Shares 15 Est. Cost $880.48 Unrealized -5.1%
TKO TKO Group Holdings Inc 0.0%
Value ($000) $12 Shares 65 Est. Cost $112.93 Unrealized +40.9%
MDYG Spdr Series Trust S&p 400 Mid Cap Growth Etf 0.0%
Value ($000) $12 Shares 135 Est. Cost $75.60 Unrealized
FNX First Trust Portfolios Mid Cap 0.0%
Value ($000) $11 Shares 100 Est. Cost $0.09 Unrealized
TOL Toll Brothers INC CORP COMMON 0.0%
Value ($000) $11 Shares 100 Est. Cost $103.77 Unrealized 0.0%
PNW Pinnacle West Cap Corp Common 0.0%
Value ($000) $11 Shares 126 Est. Cost $63.59 Unrealized +40.4%
AMX America Movil SAV DE ADS 0.0%
Value ($000) $11 Shares 623 Est. Cost $17.27 Unrealized
VIPS Vipshop Holdings Ltd Holdgs Spon Ads Rep 0.20 CORP COMMON 0.0%
Value ($000) $11 Shares 739 Est. Cost $17.76 Unrealized
UAL United Contl Hldgs Inc 0.0%
Value ($000) $11 Shares 139 Est. Cost $94.43 Unrealized -22.0%
ES Eversource Energy 0.0%
Value ($000) $11 Shares 172 Est. Cost $57.17 Unrealized +4.8%
PAAA Pgim Etf Trust Aaa Clo 0.0%
Value ($000) $11 Shares 212 Est. Cost $51.45 Unrealized
PR Periman Resources Class A 0.0%
Value ($000) $11 Shares 798 Est. Cost $14.68 Unrealized -12.4%
SW Smurfit Westrock PLC 0.0%
Value ($000) $11 Shares 251 Est. Cost $47.66 Unrealized -11.5%
EZU iShares Inc MSCI Emu Index 0.0%
Value ($000) $11 Shares 182 Est. Cost $53.25 Unrealized
OGS One Gas Inc Com 0.0%
Value ($000) $11 Shares 150 Est. Cost $64.84 Unrealized +15.9%
GRID First Trust NASDAQ Clean Edge Smart Grid Index 0.0%
Value ($000) $11 Shares 77 Est. Cost $139.03 Unrealized
CHRW C H Robinson Worldwide Inc Com New 0.0%
Value ($000) $10 Shares 109 Est. Cost $92.42 Unrealized 0.0%
LDOS Leidos Holdings INC CORP COMMON 0.0%
Value ($000) $10 Shares 66 Est. Cost $91.68 Unrealized +60.2%
John Hancock Premium Dividend Fund 0.0%
Value ($000) $10 Shares 788 Est. Cost $16.50 Unrealized
CIVI Civitas Resources Inc 0.0%
Value ($000) $10 Shares 375 Est. Cost $57.01 Unrealized -51.4%
CTRA Cabot Oil & Gas Corp COMMON 0.0%
Value ($000) $10 Shares 402 Est. Cost $24.80 Unrealized 0.0%
KHC The Kraft Heinz Company 0.0%
Value ($000) $10 Shares 393 Est. Cost $34.79 Unrealized -23.4%
HZO Marinemax Inc 0.0%
Value ($000) $10 Shares 400 Est. Cost $32.74 Unrealized -32.3%
OEF iShares Tr Index S&P 100 Idx FD 0.0%
Value ($000) $10 Shares 33 Est. Cost $207.06 Unrealized
AVDE American Century Etf Trust Avantis International Equity 0.0%
Value ($000) $10 Shares 135 Est. Cost $64.54 Unrealized
VUSB Vanguard Ultra Short Bond ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
LYG Lloyds Banking Group Plc Sponsored ADR 0.0%
Value ($000) $10 Shares 2,345 Est. Cost $4.25 Unrealized
SHY IShares 1-3 Year Treasury Bond ETF 0.0%
Value ($000) $10 Shares 119 Est. Cost $81.10 Unrealized
RRX Regal Rexnord Corp 0.0%
Value ($000) $10 Shares 68 Est. Cost $161.91 Unrealized -22.5%
SHAK Shake Shack Inc Cl A 0.0%
Value ($000) $10 Shares 70 Est. Cost $34.56 Unrealized +215.2%
SKYH Sky Harbour Group Corp 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $11.38 Unrealized -5.0%
WIX Wix Com LTD 0.0%
Value ($000) $10 Shares 61 Est. Cost $165.53 Unrealized -2.7%
COWG Pacer Funds Trust US Large Cap Cash Cows Growth Leaders Etf 0.0%
Value ($000) $10 Shares 275 Est. Cost $31.92 Unrealized
SKM Sk Telecom Ltd. Sponsored ADR 0.0%
Value ($000) $10 Shares 413 Est. Cost $21.37 Unrealized
HMC Honda Motor Company LTD ADR 0.0%
Value ($000) $9 Shares 324 Est. Cost $30.57 Unrealized
CX Cemex Sab De Cv ADR Rep 10 Par 0.0%
Value ($000) $9 Shares 1,331 Est. Cost $6.15 Unrealized
HII Huntington Ingalls Industries 0.0%
Value ($000) $9 Shares 38 Est. Cost $192.16 Unrealized +14.7%
PAVE Global X Funds U.S. Infrastructure Development Etf 0.0%
Value ($000) $9 Shares 210 Est. Cost $34.47 Unrealized
CVE Cenovus Energy Inc Com 0.0%
Value ($000) $9 Shares 664 Est. Cost $15.67 Unrealized -17.8%
ADPT ADAPTIVE BIOTECHNOLOGIES CORP COM 0.0%
Value ($000) $9 Shares 772 Est. Cost $8.82 Unrealized +3.0%
OTEX Open Text Corp Com 0.0%
Value ($000) $9 Shares 305 Est. Cost $29.22 Unrealized -9.1%
XMMO Invesco Capital Management LLC S&p Midcap Momentum Etf 0.0%
Value ($000) $9 Shares 69 Est. Cost $86.31 Unrealized
ANET Arista Networks Inc NPV 0.0%
Value ($000) $9 Shares 86 Est. Cost $86.52 Unrealized 0.0%
CRTO Criteo SA 0.0%
Value ($000) $9 Shares 366 Est. Cost $15.74 Unrealized
RNR Renaissance Holdings 0.0%
Value ($000) $9 Shares 36 Est. Cost $192.38 Unrealized +26.0%
VIV Telefonica Brasil ADS 0.0%
Value ($000) $9 Shares 756 Est. Cost $8.13 Unrealized
AN Autonation Inc 0.0%
Value ($000) $9 Shares 43 Est. Cost $147.13 Unrealized +22.7%
UHAL U-Haul Holding Co 0.0%
Value ($000) $9 Shares 141 Est. Cost $59.77 Unrealized +4.7%
XSMO Invesco S&P Smallcap Momentum ETF 0.0%
Value ($000) $8 Shares 124 Est. Cost $66.19 Unrealized
VFC V F Corp Com 0.0%
Value ($000) $8 Shares 700 Est. Cost $52.38 Unrealized -76.3%
HUBB Hubbell INC CORP COMMON 0.0%
Value ($000) $8 Shares 20 Est. Cost $159.48 Unrealized +130.5%
REGL Proshares Trust S&p Midcap 400 Div Aristocrats Etf 0.0%
Value ($000) $8 Shares 100 Est. Cost $66.74 Unrealized
E ENI SPA 0.0%
Value ($000) $8 Shares 251 Est. Cost $30.96 Unrealized
CPT Camden Ppty Tr Sh Ben Int 0.0%
Value ($000) $8 Shares 72 Est. Cost $111.97 Unrealized +0.1%
EMLC Vaneck Vectors ETF 0.0%
Value ($000) $8 Shares 312 Est. Cost $29.71 Unrealized
QDEF Flexshares Trust Quality Dividend Defensive Index Fund 0.0%
Value ($000) $8 Shares 105 Est. Cost $74.05 Unrealized
NNN National Retail Properties Icom 0.0%
Value ($000) $8 Shares 179 Est. Cost $43.73 Unrealized
ADM Archer Daniels Midland Co 0.0%
Value ($000) $8 Shares 144 Est. Cost $54.24 Unrealized -12.3%
SMFG Sumitomo Mitsui Financial Group 0.0%
Value ($000) $8 Shares 499 Est. Cost $15.27 Unrealized
PII Polaris Inds Inc Com 0.0%
Value ($000) $7 Shares 180 Est. Cost $90.70 Unrealized -58.4%
ICLR Icon Plc CORP COMMON 0.0%
Value ($000) $7 Shares 50 Est. Cost $247.72 Unrealized -42.7%
VLUE iShares MSCI USA Value Factor ETF 0.0%
Value ($000) $7 Shares 63 Est. Cost $93.63 Unrealized
Total S A Sponsored ADR 0.0%
Value ($000) $7 Shares 116 Est. Cost $58.77 Unrealized
CGUS Capital Group Companies Inc Core Equity Etf 0.0%
Value ($000) $7 Shares 192 Est. Cost $33.40 Unrealized
BWX SPDR Lehman Intl Treasury Bd 0.0%
Value ($000) $7 Shares 300 Est. Cost $22.24 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $7 Shares 56 Est. Cost $140.86 Unrealized -16.1%
FPE First Trust Preferred Securities and Income FD 0.0%
Value ($000) $7 Shares 380 Est. Cost $17.36 Unrealized
NTR Nutrien LTD NPV 0.0%
Value ($000) $7 Shares 116 Est. Cost $53.36 Unrealized +4.9%
DINO HF Sinclair Corp 0.0%
Value ($000) $7 Shares 161 Est. Cost $40.96 Unrealized -18.1%
WDC Western Digital Corp Com 0.0%
Value ($000) $7 Shares 103 Est. Cost $47.25 Unrealized +0.4%
MOS Mosaic Co New Com 0.0%
Value ($000) $7 Shares 179 Est. Cost $33.40 Unrealized -6.0%
ALLE Allegion PLC 0.0%
Value ($000) $6 Shares 45 Est. Cost $103.25 Unrealized +32.0%
SPIB Ssga Active Trust Spdr Portfolio Intermediate Term Corporate Bond Etf 0.0%
Value ($000) $6 Shares 192 Est. Cost $31.45 Unrealized
VYMI Vanguard Internatl High Div Yield Index Fund Internatnl Hgh Yld Etf 0.0%
Value ($000) $6 Shares 80 Est. Cost $19.40 Unrealized
QQQJ Invesco Exchange-Traded Fund Trust Ii Nasdaq Next Gen 100 Etf 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
TRIP Tripadvisor Inc 0.0%
Value ($000) $6 Shares 485 Est. Cost $25.50 Unrealized -47.6%
VNT Vontier Corp COMMON 0.0%
Value ($000) $6 Shares 170 Est. Cost $27.12 Unrealized +25.6%
PSC Principal Exchange-Traded Funds U.S. Small-Cap Etf 0.0%
Value ($000) $6 Shares 117 Est. Cost $51.32 Unrealized
FNV Franco Nev Corp 0.0%
Value ($000) $6 Shares 38 Est. Cost $165.23 Unrealized 0.0%
VSAT Viasat Inc 0.0%
Value ($000) $6 Shares 420 Est. Cost $34.28 Unrealized -70.5%
WTV Wisdomtree Trust U.S. Value Fund 0.0%
Value ($000) $6 Shares 70 Est. Cost $86.40 Unrealized
CMP Compass Minerals Intl Inc 0.0%
Value ($000) $6 Shares 300 Est. Cost $54.94 Unrealized -70.6%
CCK Crown Holdings Inc 0.0%
Value ($000) $6 Shares 58 Est. Cost $89.18 Unrealized +6.1%
LNT Alliant Energy Corp Com 0.0%
Value ($000) $6 Shares 98 Est. Cost $50.02 Unrealized +20.2%
JOYY Joyy Inc ADR 0.0%
Value ($000) $6 Shares 116 Est. Cost $39.70 Unrealized
FCNCA First Citizens Bancshares Inc Class A 0.0%
Value ($000) $6 Shares 3 Est. Cost $768.01 Unrealized +135.6%
PHM Pulte Group Inc 0.0%
Value ($000) $6 Shares 55 Est. Cost $70.71 Unrealized +41.7%
MTCH Match Group INC CORP COMMON 0.0%
Value ($000) $6 Shares 187 Est. Cost $30.82 Unrealized -4.1%
ENIC Enel Chile S.A. 0.0%
Value ($000) $6 Shares 1,586 Est. Cost $2.89 Unrealized
SHG Shinhan Financial 0.0%
Value ($000) $6 Shares 127 Est. Cost $29.79 Unrealized
SNX Synnex Corp Common 0.0%
Value ($000) $6 Shares 42 Est. Cost $113.91 Unrealized +2.1%
NI Nisource Inc Com 0.0%
Value ($000) $6 Shares 138 Est. Cost $24.99 Unrealized +54.5%
Wns Holdings ADR 0.0%
Value ($000) $6 Shares 88 Est. Cost $52.50 Unrealized
TECK Teck Resources Ltd CLASS B CORP COMMON 0.0%
Value ($000) $5 Shares 134 Est. Cost $38.40 Unrealized -5.9%
SCZ iShares MSCI Eafe Small Cap 0.0%
Value ($000) $5 Shares 74 Est. Cost $44.32 Unrealized
GLPI Gaming and Leisure Properties Inc 0.0%
Value ($000) $5 Shares 115 Est. Cost $42.08 Unrealized
CMC Commercial Metals Company 0.0%
Value ($000) $5 Shares 109 Est. Cost $53.42 Unrealized -14.1%
BCI ABRDN Bloomberg All Commodity 0.0%
Value ($000) $5 Shares 256 Est. Cost $19.92 Unrealized
MUFG Mitsubishi Ufj Financial Group INC Fncl Grp Ads Rep CORP COMMON 0.0%
Value ($000) $5 Shares 386 Est. Cost $5.69 Unrealized
ATHM AutoHome Inc ADR 0.0%
Value ($000) $5 Shares 205 Est. Cost $27.89 Unrealized
SRAD Sportradar Group AG Class A 0.0%
Value ($000) $5 Shares 188 Est. Cost $28.08 Unrealized
SPDW SPDR Index Shs Fds 0.0%
Value ($000) $5 Shares 130 Est. Cost $36.41 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $5 Shares 53 Est. Cost $96.42 Unrealized -10.5%
IAC IAC/InteractiveCorp 0.0%
Value ($000) $5 Shares 139 Est. Cost $59.91 Unrealized -39.7%
SPEM Spdr Portfolio Emerging Markets Etf Index Shares Emerg Markt 0.0%
Value ($000) $5 Shares 119 Est. Cost $39.40 Unrealized
JAZZ Jazz Pharmaceuticals PLC 0.0%
Value ($000) $5 Shares 47 Est. Cost $122.01 Unrealized -11.0%
XAR Spdr Series Trust S&p Aerospace & Defense Etf 0.0%
Value ($000) $5 Shares 23 Est. Cost $140.52 Unrealized
BIO Bio Rad Laboratories INC CLASS A CORP COMMON 0.0%
Value ($000) $5 Shares 20 Est. Cost $429.85 Unrealized -45.0%
FNF Fidelity National Financial Inc 0.0%
Value ($000) $5 Shares 86 Est. Cost $46.41 Unrealized +18.4%
GPN Global Payments Inc 0.0%
Value ($000) $5 Shares 60 Est. Cost $116.36 Unrealized -32.6%
SHLD Global X Funds Defense Tech Etf 0.0%
Value ($000) $5 Shares 79 Est. Cost $60.25 Unrealized
PRGO Perrigo Co LTD Shrs 0.0%
Value ($000) $5 Shares 177 Est. Cost $34.76 Unrealized -24.6%
TSN Tyson Foods Inc Cl A 0.0%
Value ($000) $5 Shares 83 Est. Cost $53.62 Unrealized +4.7%
GPK Graphic Packaging Holding Company 0.0%
Value ($000) $5 Shares 218 Est. Cost $20.24 Unrealized +14.2%
Hanesbrands Inc Com 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $12.63 Unrealized
DCI Donaldson Co Inc 0.0%
Value ($000) $5 Shares 66 Est. Cost $71.52 Unrealized -7.2%
REDFIN CORP 0.0%
Value ($000) $5 Shares 404 Est. Cost $9.06 Unrealized
ALLT Allot LTD 0.0%
Value ($000) $5 Shares 528 Est. Cost $7.19 Unrealized 0.0%
AIA iShares S&P Asia 50 0.0%
Value ($000) $4 Shares 55 Est. Cost $51.28 Unrealized
TAP Molson Coors Brewing Co Cl B 0.0%
Value ($000) $4 Shares 90 Est. Cost $53.11 Unrealized +1.0%
IMCV Blackrock Institutional Trust Company N.A. Ishares Morningstar Mid-Cap Value Etf 0.0%
Value ($000) $4 Shares 56 Est. Cost $75.98 Unrealized
CRSP CRISPR THERAPEUTICS AG COM CHF0.03 0.0%
Value ($000) $4 Shares 86 Est. Cost $48.57 Unrealized -20.3%
NXT Nextracker Inc 0.0%
Value ($000) $4 Shares 76 Est. Cost $53.20 Unrealized -5.7%
WCC Wesco International Inc 0.0%
Value ($000) $4 Shares 22 Est. Cost $148.63 Unrealized +10.3%
ALLY Ally Financial Inc 0.0%
Value ($000) $4 Shares 104 Est. Cost $33.60 Unrealized +0.5%
BIIB Biogen Idec Inc Com 0.0%
Value ($000) $4 Shares 32 Est. Cost $137.79 Unrealized -9.6%
NWSA Newscorp LLC Shares Class A 0.0%
Value ($000) $4 Shares 135 Est. Cost $17.29 Unrealized +58.5%
OGE OGE Energy Inc 0.0%
Value ($000) $4 Shares 90 Est. Cost $34.34 Unrealized +29.2%
IX Orix Corporation Spons 0.0%
Value ($000) $4 Shares 175 Est. Cost $20.89 Unrealized
KD Kyndryl Holdings Inc 0.0%
Value ($000) $4 Shares 93 Est. Cost $23.97 Unrealized +50.9%
SIRI Sirius XM Holdings INC 0.0%
Value ($000) $4 Shares 169 Est. Cost $21.52 Unrealized 0.0%
OWL Blue Owl Capital Inc. 0.0%
Value ($000) $4 Shares 198 Est. Cost $22.49 Unrealized -17.7%
VTRS Viatris INC CORP COMMON 0.0%
Value ($000) $4 Shares 421 Est. Cost $11.55 Unrealized -29.0%
CLVT Clarivate PLC Ordinady Shares 0.0%
Value ($000) $4 Shares 854 Est. Cost $14.42 Unrealized -72.1%
JSMD Janus Capital Management LLC Henderson Small/mid Cap Growth Alpha Etf 0.0%
Value ($000) $4 Shares 47 Est. Cost $77.66 Unrealized
MOMO Hello Group Inc ADR 0.0%
Value ($000) $4 Shares 423 Est. Cost $6.95 Unrealized
HR Healthcare Com CL A 0.0%
Value ($000) $4 Shares 225 Est. Cost $0.02 Unrealized
KRNT KORNIT DIGITAL LTD 0.0%
Value ($000) $3 Shares 174 Est. Cost $22.56 Unrealized -11.7%
QTRX QUANTERIX CORP 0.0%
Value ($000) $3 Shares 520 Est. Cost $12.78 Unrealized -56.4%
PSO Pearson PLC 0.0%
Value ($000) $3 Shares 228 Est. Cost $14.93 Unrealized
MFG Mizuho Financial Group 0.0%
Value ($000) $3 Shares 604 Est. Cost $5.51 Unrealized
MLCO Melco Crown Entertainment Limited 0.0%
Value ($000) $3 Shares 459 Est. Cost $7.23 Unrealized
JBGS JBG Smith Properties 0.0%
Value ($000) $3 Shares 191 Est. Cost $30.98 Unrealized
MBC Masterbrand INC CORP COMMON 0.0%
Value ($000) $3 Shares 300 Est. Cost $8.19 Unrealized +35.1%
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
NE Noble Corporation PLC 0.0%
Value ($000) $3 Shares 122 Est. Cost $30.93 Unrealized -25.9%
WF Woori Financial Group Inc ADR 0.0%
Value ($000) $3 Shares 65 Est. Cost $49.72 Unrealized
Invesco Quality Municipal 0.0%
Value ($000) $3 Shares 339 Est. Cost $11.80 Unrealized
RHI Robert Half Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 77 Est. Cost $52.41 Unrealized -13.1%
LUV Southwest Airls Co Com 0.0%
Value ($000) $3 Shares 96 Est. Cost $48.32 Unrealized -38.6%
CPB Campbell Soup Co Com 0.0%
Value ($000) $3 Shares 100 Est. Cost $36.83 Unrealized -6.8%
WTW Willis Tower Watson 0.0%
Value ($000) $3 Shares 10 Est. Cost $208.29 Unrealized +47.6%
RELX Relx Plc ADR Rep CORP COMMON 0.0%
Value ($000) $3 Shares 56 Est. Cost $29.57 Unrealized
QFIN Qifu Technology Inc. ADR 0.0%
Value ($000) $3 Shares 70 Est. Cost $44.91 Unrealized
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
EWL Blackrock Institutional Trust Company N.A. Ishares Msci Switzerland Etf 0.0%
Value ($000) $3 Shares 54 Est. Cost $51.80 Unrealized
ATI Allegheny Technologies Inc 0.0%
Value ($000) $3 Shares 34 Est. Cost $16.25 Unrealized +321.2%
HSIC Schein Henry Inc Com 0.0%
Value ($000) $3 Shares 40 Est. Cost $69.67 Unrealized -1.2%
VOD Vodafone Group PLC New Spnsr ADR No Par 0.0%
Value ($000) $3 Shares 272 Est. Cost $22.15 Unrealized
TV Grupo Televisa Sab 0.0%
Value ($000) $3 Shares 1,302 Est. Cost $2.19 Unrealized
CNH CNH Industries NV 0.0%
Value ($000) $3 Shares 219 Est. Cost $13.20 Unrealized -7.4%
ABNB Air BnB Ordinary Share Class A 0.0%
Value ($000) $3 Shares 21 Est. Cost $129.58 Unrealized -2.2%
XLRE Select Sector Spdr Tr Real Estate Select Sectorspdr Fund 0.0%
Value ($000) $3 Shares 67 Est. Cost $29.85 Unrealized
LBTYA Liberty Group Ltd 0.0%
Value ($000) $3 Shares 276 Est. Cost $8.72 Unrealized +15.3%
EB EVENTBRITE INC COM CL A 0.0%
Value ($000) $3 Shares 1,049 Est. Cost $8.25 Unrealized -72.1%
TCHP T. Rowe Price Exchangetraded Funds Inc Blue Chip Growth Etf 0.0%
Value ($000) $3 Shares 56 Est. Cost $42.11 Unrealized
NICE Nice Systems LTD Sponsored 0.0%
Value ($000) $2 Shares 14 Est. Cost $199.51 Unrealized
IQV IQVIA Holdings Inc 0.0%
Value ($000) $2 Shares 15 Est. Cost $204.13 Unrealized -26.3%
UHAL/B U-Haul Holding Co 0.0%
Value ($000) $2 Shares 42 Est. Cost $62.58 Unrealized -10.8%
NMR Nomura Holdings Inc. ADR 0.0%
Value ($000) $2 Shares 325 Est. Cost $6.15 Unrealized
DFAR Dimensional Etf Trust US Real Estate 0.0%
Value ($000) $2 Shares 90 Est. Cost $22.37 Unrealized
WIT Wipro 0.0%
Value ($000) $2 Shares 681 Est. Cost $4.55 Unrealized
Cyberark Software Ltd Cyber Ark CORP COMMON 0.0%
Value ($000) $2 Shares 5 Est. Cost $219.08 Unrealized
Nextera Energy Inc. 6.926 Matures 9 1 2025 0.0%
Value ($000) $2 Shares 51 Est. Cost $40.63 Unrealized
ON On Semiconductor Corp COMMON 0.0%
Value ($000) $2 Shares 38 Est. Cost $43.47 Unrealized 0.0%
IJS iShares Smallcap 600/Barra 0.0%
Value ($000) $2 Shares 20 Est. Cost $105.70 Unrealized
ULTA Ulta Beauty INC CORP COMMON 0.0%
Value ($000) $2 Shares 4 Est. Cost $411.43 Unrealized +0.5%
EXE Chesapeke Energy Corporation 0.0%
Value ($000) $2 Shares 16 Est. Cost $109.10 Unrealized 0.0%
SATS Echostar Corporation Com 0.0%
Value ($000) $2 Shares 66 Est. Cost $13.94 Unrealized +57.6%
HIMX Himax Technologies Inc. ADR 0.0%
Value ($000) $2 Shares 199 Est. Cost $7.35 Unrealized
KN Knowles Corporation 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.28 Unrealized -11.7%
MRP Millrose Properties, Inc. 0.0%
Value ($000) $2 Shares 60 Est. Cost $26.52 Unrealized
FBND Fidelity Total Bd ETF 0.0%
Value ($000) $2 Shares 37 Est. Cost $49.16 Unrealized
ANGL Vaneck Vectors ETF Tr Fallen Angel Hg 0.0%
Value ($000) $2 Shares 57 Est. Cost $28.86 Unrealized
WDS Woodside Energy Group LTD 0.0%
Value ($000) $2 Shares 108 Est. Cost $21.28 Unrealized
BEAM BEAM THERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 97 Est. Cost $39.47 Unrealized -55.9%
EMLP First Trust Exchange-Traded Fund Iii North American Energy Infrastructure 0.0%
Value ($000) $2 Shares 44 Est. Cost $21.05 Unrealized
FDD First Trust Exchange-Traded Fund Iii Stoxx European Select Dividend Income 0.0%
Value ($000) $2 Shares 104 Est. Cost $12.46 Unrealized
HYLB Dbx Etf Trust Xtrackers USD High Yield Corporate Bond 0.0%
Value ($000) $2 Shares 41 Est. Cost $36.15 Unrealized
RAL Ralliant Corp 0.0%
Value ($000) $1 Shares 32 Est. Cost $49.24 Unrealized 0.0%
MAA Mid-America Apartment Communities 0.0%
Value ($000) $1 Shares 10 Est. Cost $149.83 Unrealized +1.8%
FTRE Fortrea Holdings Inc 0.0%
Value ($000) $1 Shares 287 Est. Cost $28.51 Unrealized -81.1%
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 +8.7%
Championx Corp COMMON 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
KSS Kohls Corp Com 0.0%
Value ($000) $1 Shares 140 Est. Cost $54.01 Unrealized -85.8%
MRVI MARAVAI LIFESCIENCES HOLDINGS INC 0.0%
Value ($000) $1 Shares 474 Est. Cost $14.36 Unrealized -85.4%
USMV iShares MSCI USA Minimum Volatility ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $93.64 Unrealized
IGLB iShares 10Plus Yr Crd Bond Blackrock 0.0%
Value ($000) $1 Shares 19 Est. Cost $50.21 Unrealized
MHK Mohawk Industries Inc 0.0%
Value ($000) $1 Shares 9 Est. Cost $136.17 Unrealized -23.4%
BHF Brighthouse Finl Inc Common 0.0%
Value ($000) $1 Shares 17 Est. Cost $39.02 Unrealized +44.1%
Albemarle Corp 7.25 CNV PFD Matures 3 1 2027 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.64 Unrealized
OXY/WS Occidental Petroleum Corp. Warrants (03/08/2027) 0.0%
Value ($000) $1 Shares 39 Est. Cost $41.15 Unrealized
VSS Vanguard FTSE All WO X US 0.0%
Value ($000) $1 Shares 6 Est. Cost $115.67 Unrealized
XRAY Dentsply Sirona Inc 0.0%
Value ($000) $1 Shares 50 Est. Cost $60.19 Unrealized -75.2%
PYLD Pimco Exchange Traded Fund Multisector Bond Active Exchange-Traded 0.0%
Value ($000) $1 Shares 26 Est. Cost $26.35 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
HTRB Hartford Funds Exchange-Traded Trust Total Return Bond Etf 0.0%
Value ($000) $1 Shares 20 Est. Cost $33.85 Unrealized
GNL Global Net Lease Inc 0.0%
Value ($000) $1 Shares 89 Est. Cost $9.59 Unrealized
OGN Organon & Co 0.0%
Value ($000) $1 Shares 63 Est. Cost $23.38 Unrealized -56.1%
ASIX Advansix Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 20 Est. Cost $25.37 Unrealized -12.7%
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
JVAL JP Morgan U.S. Value ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $41.40 Unrealized
EMBC Embecta Corp 0.0%
Value ($000) $0 Shares 44 Est. Cost $18.97 Unrealized -42.6%
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 +243.6%
Zimvie Inc Com 0.0%
Value ($000) $0 Shares 22 Est. Cost $18.27 Unrealized