Clearstead Trust, LLC Diversified Active

CIK: 0001708001 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 10, 2023

Total Value ($000): $313,424 (100.0% shares, 0.0% debt)

Holdings (373)

ILCG ISHARES TR MORNINGSTAR GRWT 14.5%
Value ($000) $45,460 Shares 821,195 Est. Cost $48.26 Unrealized
QQQ MFC Invesco QQQ Trust Unit Ser 1 10.1%
Value ($000) $31,570 Shares 98,370 Est. Cost $267.64 Unrealized
QLD PROSHARES TR PSHS ULTRA QQQ 7.9%
Value ($000) $24,839 Shares 501,088 Est. Cost $36.66 Unrealized
MSFT Microsoft Corp 4.9%
Value ($000) $15,353 Shares 53,255 Est. Cost $153.14 Unrealized +62.9%
AAPL Apple Inc 3.8%
Value ($000) $12,046 Shares 73,049 Est. Cost $111.84 Unrealized +30.1%
IVV iShares Core S&P 500 2.8%
Value ($000) $8,812 Shares 21,437 Est. Cost $377.20 Unrealized
V Visa Inc Cl A 2.1%
Value ($000) $6,591 Shares 29,234 Est. Cost $122.64 Unrealized +77.6%
UNH UnitedHealth Group Inc 2.1%
Value ($000) $6,495 Shares 13,742 Est. Cost $302.07 Unrealized +51.4%
MCD McDonalds Corp 2.0%
Value ($000) $6,404 Shares 22,904 Est. Cost $185.46 Unrealized +35.1%
JNJ Johnson & Johnson 1.9%
Value ($000) $6,065 Shares 39,127 Est. Cost $123.75 Unrealized +19.5%
AMZN Amazon 1.7%
Value ($000) $5,211 Shares 50,455 Est. Cost $125.98 Unrealized -23.3%
GOOGL Alphabet Inc Cl A 1.5%
Value ($000) $4,844 Shares 46,694 Est. Cost $109.30 Unrealized -12.9%
ADP Automatic Data Processing Inc 1.5%
Value ($000) $4,624 Shares 20,770 Est. Cost $218.33 Unrealized -3.1%
COST Costco Wholesale Corporation 1.4%
Value ($000) $4,359 Shares 8,773 Est. Cost $245.90 Unrealized +91.7%
JPM JP Morgan Chase & Co 1.3%
Value ($000) $4,052 Shares 31,094 Est. Cost $94.54 Unrealized +35.6%
HSY Hershey Co 1.2%
Value ($000) $3,733 Shares 14,674 Est. Cost $203.47 Unrealized +6.7%
XOM ExxonMobil Corp 1.1%
Value ($000) $3,516 Shares 32,066 Est. Cost $72.54 Unrealized +38.1%
DHR Danaher Corporation 1.1%
Value ($000) $3,297 Shares 13,083 Est. Cost $164.07 Unrealized +36.6%
MRK Merck & Co Inc 1.0%
Value ($000) $3,241 Shares 30,462 Est. Cost $79.51 Unrealized +24.1%
PG Proctor & Gamble Co 1.0%
Value ($000) $3,134 Shares 21,075 Est. Cost $130.15 Unrealized +2.3%
AMT American Tower Corporation 0.9%
Value ($000) $2,963 Shares 14,503 Est. Cost $171.26 Unrealized +10.7%
CVX Chevron Corporation 0.9%
Value ($000) $2,862 Shares 17,538 Est. Cost $136.30 Unrealized +8.9%
WEC WEC Energy Group, Inc. 0.9%
Value ($000) $2,823 Shares 29,780 Est. Cost $84.22 Unrealized -0.8%
SYK Stryker Corporation 0.9%
Value ($000) $2,768 Shares 9,696 Est. Cost $248.32 Unrealized +3.8%
ABBV AbbVie Inc. 0.8%
Value ($000) $2,643 Shares 16,581 Est. Cost $125.00 Unrealized +10.5%
NEM Newmont Mining Corp 0.8%
Value ($000) $2,363 Shares 48,200 Est. Cost $37.97 Unrealized +18.0%
WM Waste Management, Inc 0.7%
Value ($000) $2,318 Shares 14,207 Est. Cost $136.96 Unrealized +6.9%
T AT&T Inc 0.7%
Value ($000) $2,301 Shares 119,520 Est. Cost $15.21 Unrealized +7.6%
CSCO Cisco Systems Inc 0.7%
Value ($000) $2,273 Shares 43,488 Est. Cost $38.72 Unrealized +15.8%
ED Consolidated Edison Inc 0.7%
Value ($000) $2,082 Shares 21,757 Est. Cost $78.55 Unrealized +8.0%
NEE NextEra Energy Inc. 0.6%
Value ($000) $1,943 Shares 25,210 Est. Cost $70.00 Unrealized +0.9%
CRM SALESFORCE INC 0.6%
Value ($000) $1,901 Shares 9,514 Est. Cost $170.17 Unrealized -1.9%
PFE Pfizer Inc 0.6%
Value ($000) $1,849 Shares 45,313 Est. Cost $35.18 Unrealized +3.9%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.6%
Value ($000) $1,765 Shares 26,697 Est. Cost $64.52 Unrealized -9.6%
NOW Servicenow Inc 0.6%
Value ($000) $1,759 Shares 3,784 Est. Cost $65.83 Unrealized +32.3%
HD HOME DEPOT INC 0.6%
Value ($000) $1,755 Shares 5,947 Est. Cost $270.67 Unrealized +5.2%
AES The AES Corporation 0.5%
Value ($000) $1,720 Shares 71,418 Est. Cost $13.26 Unrealized +68.6%
TXN Texas Instruments Inc. 0.5%
Value ($000) $1,694 Shares 9,108 Est. Cost $161.35 Unrealized 0.0%
CAT Caterpillar Inc 0.5%
Value ($000) $1,533 Shares 6,698 Est. Cost $131.49 Unrealized +75.4%
KO Coca Cola Co 0.5%
Value ($000) $1,438 Shares 23,184 Est. Cost $53.54 Unrealized +3.5%
BRK/B Berkshire Hathaway Inc CL B 0.4%
Value ($000) $1,384 Shares 4,482 Est. Cost $247.58 Unrealized +24.5%
GOOG Alphabet Inc CL C 0.4%
Value ($000) $1,347 Shares 12,952 Est. Cost $111.75 Unrealized -14.2%
LHX L3harris Technologies Inc 0.4%
Value ($000) $1,345 Shares 6,854 Est. Cost $183.26 Unrealized +4.8%
BIP Brookfield Infrastructure Partners LP 0.4%
Value ($000) $1,345 Shares 39,815 Est. Cost $49.79 Unrealized
Magellan Midstream Partners LP 0.4%
Value ($000) $1,341 Shares 24,716 Est. Cost $55.72 Unrealized
MA Mastercard Inc CL A 0.4%
Value ($000) $1,332 Shares 3,664 Est. Cost $222.14 Unrealized +60.9%
SLB Schlumberger LTD 0.4%
Value ($000) $1,301 Shares 26,491 Est. Cost $49.06 Unrealized +0.7%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $1,277 Shares 9,741 Est. Cost $110.03 Unrealized +9.7%
Enviva Inc 0.4%
Value ($000) $1,274 Shares 44,125 Est. Cost $28.88 Unrealized
EQR Equity Residential 0.4%
Value ($000) $1,266 Shares 21,099 Est. Cost $59.03 Unrealized -8.1%
ITW Illinois Tool Wks Inc 0.4%
Value ($000) $1,241 Shares 5,097 Est. Cost $181.67 Unrealized +19.8%
IWP ISHARES TR RUS MD CP GR EFT 0.4%
Value ($000) $1,235 Shares 13,563 Est. Cost $78.45 Unrealized
LLY Lilly Eli & Co 0.4%
Value ($000) $1,204 Shares 3,507 Est. Cost $279.63 Unrealized +18.0%
NXPI NXP SEMICONDUCTORS N V 0.4%
Value ($000) $1,119 Shares 6,000 Est. Cost $156.91 Unrealized +7.5%
ORLY Oreilly Automotive Inc 0.4%
Value ($000) $1,105 Shares 1,302 Est. Cost $25.57 Unrealized +114.3%
HON Honeywell International Inc. 0.4%
Value ($000) $1,097 Shares 5,742 Est. Cost $163.91 Unrealized +7.8%
SCHD Schwab US Dividend Equity 0.3%
Value ($000) $1,083 Shares 14,803 Est. Cost $28.28 Unrealized
PEP Pepsico Inc 0.3%
Value ($000) $1,063 Shares 5,833 Est. Cost $116.31 Unrealized +36.4%
IAU Ishares Gold Tr 0.3%
Value ($000) $1,027 Shares 27,479 Est. Cost $31.55 Unrealized
INTC Intel Corp 0.3%
Value ($000) $992 Shares 30,358 Est. Cost $35.39 Unrealized -22.2%
VOO Vanguard 500 ETF 0.3%
Value ($000) $988 Shares 2,628 Est. Cost $164.47 Unrealized
DLTR Dollar Tree Inc 0.3%
Value ($000) $976 Shares 6,800 Est. Cost $94.78 Unrealized +53.1%
URI United Rentals Inc 0.3%
Value ($000) $976 Shares 2,466 Est. Cost $407.64 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $931 Shares 2 Est. Cost $428128.38 Unrealized +9.0%
VWO Vanguard FTSE Emerging Markets 0.3%
Value ($000) $806 Shares 19,955 Est. Cost $31.76 Unrealized
SO Southern Company 0.3%
Value ($000) $804 Shares 11,560 Est. Cost $66.73 Unrealized -9.1%
ALNY Alnylam Pharmaceuticals Inc 0.3%
Value ($000) $797 Shares 3,981 Est. Cost $189.96 Unrealized +10.7%
BN Brookfield Corp 0.2%
Value ($000) $779 Shares 23,917 Est. Cost $21.90 Unrealized +0.7%
VZ Verizon Communications 0.2%
Value ($000) $775 Shares 19,929 Est. Cost $39.26 Unrealized -16.7%
VEA Vanguard FTSE Developed Markets ETF 0.2%
Value ($000) $747 Shares 16,527 Est. Cost $15.28 Unrealized
IDXX Idexx Labs, Inc. 0.2%
Value ($000) $740 Shares 1,480 Est. Cost $396.85 Unrealized +20.6%
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $705 Shares 3,834 Est. Cost $143.62 Unrealized +22.5%
ABT Abbott Labs 0.2%
Value ($000) $703 Shares 6,939 Est. Cost $102.39 Unrealized -2.3%
ATO ATMOS ENERGY CORP 0.2%
Value ($000) $701 Shares 6,243 Est. Cost $105.33 Unrealized +0.5%
Pioneer Nat Res Co 0.2%
Value ($000) $664 Shares 3,253 Est. Cost $136.91 Unrealized
GLW CORNING INC 0.2%
Value ($000) $660 Shares 18,705 Est. Cost $30.75 Unrealized +4.4%
DUK Duke Energy Corp 0.2%
Value ($000) $555 Shares 5,749 Est. Cost $67.04 Unrealized +31.5%
AVANGRID INC 0.2%
Value ($000) $529 Shares 13,264 Est. Cost $41.26 Unrealized
IJH iShares Core S&P Mid Cap ETF 0.2%
Value ($000) $509 Shares 2,034 Est. Cost $73.06 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $498 Shares 14,388 Est. Cost $31.43 Unrealized
WDFC WD 40 CO 0.2%
Value ($000) $484 Shares 2,719 Est. Cost $176.10 Unrealized -6.7%
MMM 3M Company 0.2%
Value ($000) $473 Shares 4,504 Est. Cost $103.11 Unrealized -17.7%
AVB AvalonBay Communities, Inc. 0.2%
Value ($000) $471 Shares 2,800 Est. Cost $189.63 Unrealized -19.1%
HE Hawaiian Electric Industries, Inc. 0.1%
Value ($000) $429 Shares 11,178 Est. Cost $39.65 Unrealized +2.2%
SYY SYSCO CORP 0.1%
Value ($000) $408 Shares 5,286 Est. Cost $75.44 Unrealized -6.3%
OKE Oneok Inc 0.1%
Value ($000) $406 Shares 6,394 Est. Cost $39.38 Unrealized +45.5%
BEP Brookfield Renewable Partners LP 0.1%
Value ($000) $405 Shares 12,866 Est. Cost $38.55 Unrealized
PBA Pembina Pipeline Corp 0.1%
Value ($000) $405 Shares 12,500 Est. Cost $24.70 Unrealized +19.1%
KMX Carmax Inc 0.1%
Value ($000) $392 Shares 6,105 Est. Cost $77.22 Unrealized -13.3%
RTX Raytheon Technologies Corp 0.1%
Value ($000) $391 Shares 3,989 Est. Cost $80.67 Unrealized +14.4%
PM Philip Morris International 0.1%
Value ($000) $388 Shares 3,990 Est. Cost $71.20 Unrealized +22.1%
INTU INTUIT 0.1%
Value ($000) $385 Shares 865 Est. Cost $422.65 Unrealized -4.6%
EPD Enterprise Prods Partners LP 0.1%
Value ($000) $375 Shares 14,468 Est. Cost $23.64 Unrealized
ELV Elevance Health Inc. 0.1%
Value ($000) $364 Shares 792 Est. Cost $125.50 Unrealized +262.7%
VTI Vanguard Total Stock Market ETF 0.1%
Value ($000) $362 Shares 1,774 Est. Cost $179.41 Unrealized
RYN Rayonier Inc. 0.1%
Value ($000) $354 Shares 10,650 Est. Cost $35.61 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $344 Shares 3,437 Est. Cost $105.57 Unrealized -6.7%
F FORD MTR CO DEL 0.1%
Value ($000) $330 Shares 26,220 Est. Cost $10.86 Unrealized -6.1%
VB Vanguard Small-Cap Index Fund 0.1%
Value ($000) $323 Shares 1,706 Est. Cost $127.76 Unrealized
FISV FISERV INC 0.1%
Value ($000) $318 Shares 2,813 Est. Cost $101.91 Unrealized +7.9%
LNG Cheniere Energy Inc 0.1%
Value ($000) $315 Shares 2,000 Est. Cost $81.34 Unrealized +85.6%
TJX TJX COS INC NEW 0.1%
Value ($000) $312 Shares 3,983 Est. Cost $59.89 Unrealized +26.3%
CMCSA Comcast Corp CL A 0.1%
Value ($000) $311 Shares 8,200 Est. Cost $30.36 Unrealized +14.1%
PPG PPG Industries Inc. 0.1%
Value ($000) $307 Shares 2,300 Est. Cost $81.13 Unrealized +49.3%
LOW Lowes Cos Inc 0.1%
Value ($000) $304 Shares 1,519 Est. Cost $181.06 Unrealized +6.2%
STWD Starwood Property Trust Inc REIT 0.1%
Value ($000) $301 Shares 17,036 Est. Cost $22.08 Unrealized
MKL Markel Corp 0.1%
Value ($000) $287 Shares 225 Est. Cost $1175.27 Unrealized +13.0%
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $285 Shares 1,352 Est. Cost $80.74 Unrealized
OPRX Optimizerx Corp 0.1%
Value ($000) $284 Shares 19,445 Est. Cost $18.79 Unrealized -10.9%
DD Du Pont EI De Nemours & Co 0.1%
Value ($000) $279 Shares 3,882 Est. Cost $27.40 Unrealized +4.6%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $274 Shares 1,936 Est. Cost $123.30 Unrealized +9.6%
MDLZ Mondelez International Inc 0.1%
Value ($000) $274 Shares 3,925 Est. Cost $36.20 Unrealized +68.8%
GLD Spdr Gold Trust 0.1%
Value ($000) $261 Shares 1,422 Est. Cost $165.71 Unrealized
MO Altria Group Inc 0.1%
Value ($000) $259 Shares 5,804 Est. Cost $34.47 Unrealized +5.3%
SJM SMUCKER J M CO 0.1%
Value ($000) $259 Shares 1,644 Est. Cost $121.23 Unrealized +13.0%
CPRT Copart Inc 0.1%
Value ($000) $255 Shares 3,390 Est. Cost $26.81 Unrealized +26.8%
AWK American Water Works Co Inc 0.1%
Value ($000) $252 Shares 1,723 Est. Cost $153.65 Unrealized -9.6%
NSRGY Nestle SA 0.1%
Value ($000) $236 Shares 1,936 Est. Cost $0.12 Unrealized
KMB Kimberly Clark Corp. 0.1%
Value ($000) $228 Shares 1,698 Est. Cost $85.02 Unrealized +36.7%
STT STATE STR CORP 0.1%
Value ($000) $220 Shares 2,909 Est. Cost $60.70 Unrealized +25.5%
WELL Welltower Inc REIT 0.1%
Value ($000) $217 Shares 3,024 Est. Cost $51.54 Unrealized +31.5%
UNP UNION PAC CORP 0.1%
Value ($000) $216 Shares 1,075 Est. Cost $204.08 Unrealized -7.2%
ARKQ ARK ETF TR AUTNMUS TECHNLGY 0.1%
Value ($000) $206 Shares 4,103 Est. Cost $45.04 Unrealized
ENTA ENANTA PHARMACEUTICALS INC 0.1%
Value ($000) $205 Shares 5,064 Est. Cost $58.42 Unrealized -18.3%
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.1%
Value ($000) $204 Shares 4,226 Est. Cost $42.36 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 0.1%
Value ($000) $204 Shares 4,174 Est. Cost $42.97 Unrealized
NVDA NVIDIA Corporation 0.1%
Value ($000) $203 Shares 731 Est. Cost $21.62 Unrealized 0.0%
CARR Carrier Global Corporation 0.1%
Value ($000) $203 Shares 4,433 Est. Cost $44.81 Unrealized -3.8%
OLED Universal Display Corp 0.1%
Value ($000) $202 Shares 1,305 Est. Cost $132.65 Unrealized -1.7%
QCOM QUALCOMM INC 0.1%
Value ($000) $201 Shares 1,574 Est. Cost $127.05 Unrealized -8.4%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $197 Shares 1,194 Est. Cost $144.95 Unrealized +10.4%
SHY ISHARES TR 1 3YR TREAS BD 0.1%
Value ($000) $194 Shares 2,366 Est. Cost $53.28 Unrealized
PSA Public Storage 0.1%
Value ($000) $194 Shares 643 Est. Cost $149.30 Unrealized +74.5%
BMY Bristol Myers Squibb Co 0.1%
Value ($000) $193 Shares 2,787 Est. Cost $59.57 Unrealized +3.2%
WMT Walmart Stores Inc 0.1%
Value ($000) $191 Shares 1,298 Est. Cost $42.37 Unrealized +8.1%
NVS Novartis AG Spon ADR 0.1%
Value ($000) $190 Shares 2,060 Est. Cost $73.83 Unrealized
OGS One Gas Inc 0.1%
Value ($000) $188 Shares 2,376 Est. Cost $77.01 Unrealized +2.9%
PYPL PayPal Holdings, Inc. 0.1%
Value ($000) $188 Shares 2,474 Est. Cost $91.22 Unrealized -15.8%
C Citigroup Inc 0.1%
Value ($000) $188 Shares 4,000 Est. Cost $45.26 Unrealized -2.2%
GIS GENERAL MLS INC 0.1%
Value ($000) $185 Shares 2,163 Est. Cost $49.06 Unrealized +46.7%
ADBE Adobe Systems Incorporated 0.1%
Value ($000) $184 Shares 478 Est. Cost $368.08 Unrealized -3.4%
IHI IShares US Medical Devices ETF 0.1%
Value ($000) $184 Shares 3,400 Est. Cost $66.24 Unrealized
CL Colgate Palmolive Co 0.1%
Value ($000) $178 Shares 2,374 Est. Cost $72.43 Unrealized -3.9%
MCHP Microchip Technology Inc 0.1%
Value ($000) $176 Shares 2,101 Est. Cost $66.82 Unrealized +11.1%
PGR Progressive Corp 0.1%
Value ($000) $176 Shares 1,227 Est. Cost $95.28 Unrealized +32.2%
HDV ISHARES TR CORE HIGH DV ETF 0.1%
Value ($000) $174 Shares 1,709 Est. Cost $90.60 Unrealized
AEE AMEREN CORP 0.1%
Value ($000) $173 Shares 2,000 Est. Cost $82.17 Unrealized -5.0%
IRT Independence Rlty Tr Inc 0.1%
Value ($000) $167 Shares 10,392 Est. Cost $16.74 Unrealized
KHC Kraft Heinz Company 0.1%
Value ($000) $163 Shares 4,215 Est. Cost $25.55 Unrealized +33.8%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $159 Shares 2,985 Est. Cost $53.87 Unrealized -10.4%
SBUX Starbucks Corporation 0.1%
Value ($000) $159 Shares 1,523 Est. Cost $105.71 Unrealized -8.2%
HAL Halliburton Co 0.1%
Value ($000) $158 Shares 4,998 Est. Cost $26.26 Unrealized +32.0%
XLK Technology Select Sector SPDR ETF 0.0%
Value ($000) $151 Shares 1,000 Est. Cost $148.00 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $150 Shares 710 Est. Cost $247.76 Unrealized -31.7%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $148 Shares 2,677 Est. Cost $45.95 Unrealized
DSI iShares MSCI KLD 400 Social ETF 0.0%
Value ($000) $146 Shares 1,877 Est. Cost $82.58 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $146 Shares 481 Est. Cost $337.49 Unrealized -12.6%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $142 Shares 672 Est. Cost $222.85 Unrealized -2.7%
QQQM INVESCO EXCH TRADED FD TR II NASDAQ ETF 0.0%
Value ($000) $141 Shares 1,067 Est. Cost $14.17 Unrealized
BAX Baxter International Inc. 0.0%
Value ($000) $138 Shares 3,401 Est. Cost $41.41 Unrealized -4.8%
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $137 Shares 1,500 Est. Cost $89.41 Unrealized -1.0%
WTRG Essential Utils Inc 0.0%
Value ($000) $137 Shares 3,135 Est. Cost $47.85 Unrealized -5.7%
D DOMINION ENERGY INC 0.0%
Value ($000) $133 Shares 2,387 Est. Cost $68.35 Unrealized -26.0%
AMGN Amgen Inc. 0.0%
Value ($000) $131 Shares 540 Est. Cost $215.25 Unrealized +4.1%
WEX WEX INC 0.0%
Value ($000) $129 Shares 700 Est. Cost $157.19 Unrealized +15.9%
ARKK ARK ETF TR INNOVATION ETF 0.0%
Value ($000) $127 Shares 3,146 Est. Cost $37.82 Unrealized
UPS United Parcel Service, Inc. 0.0%
Value ($000) $127 Shares 654 Est. Cost $161.56 Unrealized -2.1%
CVS CVS Health Corp 0.0%
Value ($000) $123 Shares 1,649 Est. Cost $80.67 Unrealized -6.8%
MDT MEDTRONIC PLC 0.0%
Value ($000) $122 Shares 1,510 Est. Cost $77.87 Unrealized -4.3%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $120 Shares 1,226 Est. Cost $117.14 Unrealized -30.5%
ARKW ARK ETF TR NEX GNRTN INTER 0.0%
Value ($000) $119 Shares 2,212 Est. Cost $45.63 Unrealized
WHR Whirlpool Corporation 0.0%
Value ($000) $118 Shares 891 Est. Cost $165.47 Unrealized -13.9%
VBK VANGUARD SMALL-CAP GROWTH INDEX FDS 0.0%
Value ($000) $116 Shares 538 Est. Cost $194.55 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $115 Shares 200 Est. Cost $501.65 Unrealized +11.4%
ARKG ARK ETF TR GENOMIC REV ETF 0.0%
Value ($000) $112 Shares 3,719 Est. Cost $32.88 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $110 Shares 1,262 Est. Cost $80.34 Unrealized +2.8%
DEO DIAGEO PLC 0.0%
Value ($000) $108 Shares 597 Est. Cost $170.31 Unrealized
NLY Annaly Capital Management Inc 0.0%
Value ($000) $108 Shares 5,660 Est. Cost $17.14 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $107 Shares 552 Est. Cost $191.24 Unrealized +6.0%
ARKF ARK ETF TR FINTECH INNOVA 0.0%
Value ($000) $106 Shares 5,640 Est. Cost $15.34 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $103 Shares 160 Est. Cost $48.08 Unrealized +19.8%
VBR Vanguard Small-Cap Value Index Fund 0.0%
Value ($000) $103 Shares 646 Est. Cost $143.51 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $100 Shares 819 Est. Cost $66.48 Unrealized -10.9%
UDR UDR INC 0.0%
Value ($000) $98 Shares 2,377 Est. Cost $39.97 Unrealized -8.2%
ECL ECOLAB INC 0.0%
Value ($000) $97 Shares 584 Est. Cost $156.07 Unrealized -3.3%
IEFA iShares Core MSCI EAFE 0.0%
Value ($000) $92 Shares 1,378 Est. Cost $58.86 Unrealized
CGW INVESCO EXCH TRADED FD TR II S&P GBL WATER 0.0%
Value ($000) $88 Shares 1,767 Est. Cost $49.86 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $88 Shares 192 Est. Cost $401.04 Unrealized
BLACKROCK INC 0.0%
Value ($000) $87 Shares 129 Est. Cost $367.68 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $85 Shares 890 Est. Cost $43.21 Unrealized +52.5%
AGG ISHARES TR CORE US AGGBD ET 0.0%
Value ($000) $83 Shares 832 Est. Cost $58.93 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $82 Shares 977 Est. Cost $69.26 Unrealized +13.9%
GRMN GARMIN LTD 0.0%
Value ($000) $82 Shares 811 Est. Cost $87.67 Unrealized +5.0%
CSX CSX CORP 0.0%
Value ($000) $80 Shares 2,667 Est. Cost $29.60 Unrealized -0.4%
SYF Synchrony Financial 0.0%
Value ($000) $76 Shares 2,609 Est. Cost $43.96 Unrealized -28.5%
SSO PROSHARES TR PSHS ULT S&P 500 0.0%
Value ($000) $74 Shares 1,473 Est. Cost $39.73 Unrealized
NVO Novo Nordisk A/S 0.0%
Value ($000) $72 Shares 454 Est. Cost $95.50 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $71 Shares 931 Est. Cost $74.78 Unrealized
DVY ISHARES TR SELECT DIVID ETF 0.0%
Value ($000) $66 Shares 560 Est. Cost $107.14 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $64 Shares 417 Est. Cost $124.71 Unrealized
VNQ VANGUARD REAL ESTATE INDEX FDS 0.0%
Value ($000) $64 Shares 766 Est. Cost $26.77 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.0%
Value ($000) $64 Shares 356 Est. Cost $165.73 Unrealized
TFC Truist Finl Corp 0.0%
Value ($000) $63 Shares 1,846 Est. Cost $44.77 Unrealized -16.7%
IEF ISHARES TR 7-10 YR TRSY BD 0.0%
Value ($000) $63 Shares 634 Est. Cost $56.82 Unrealized
GPC Genuine Parts Co 0.0%
Value ($000) $63 Shares 375 Est. Cost $135.44 Unrealized +14.4%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $62 Shares 297 Est. Cost $236.60 Unrealized -16.9%
JSCP J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $60 Shares 1,288 Est. Cost $45.32 Unrealized
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $59 Shares 475 Est. Cost $123.71 Unrealized
AEP American Elec Pwr Inc 0.0%
Value ($000) $59 Shares 644 Est. Cost $73.84 Unrealized +11.1%
VMWARE INC 0.0%
Value ($000) $58 Shares 461 Est. Cost $106.29 Unrealized
TROW T Rowe Price Group Inc 0.0%
Value ($000) $57 Shares 508 Est. Cost $173.96 Unrealized -42.8%
PNC PNC Financial Services Group 0.0%
Value ($000) $57 Shares 446 Est. Cost $155.62 Unrealized -13.5%
MOG/A MOOG INC 0.0%
Value ($000) $54 Shares 538 Est. Cost $77.57 Unrealized +21.6%
EXC EXELON CORP 0.0%
Value ($000) $52 Shares 1,242 Est. Cost $39.06 Unrealized -4.2%
USIG iShares Broad USD Inv Grade Corp Bd ETF 0.0%
Value ($000) $51 Shares 1,000 Est. Cost $50.66 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $50 Shares 303 Est. Cost $161.45 Unrealized -1.5%
SUB iShares Tr Short-Term Natl Mun Bd ETF 0.0%
Value ($000) $50 Shares 480 Est. Cost $104.68 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $50 Shares 728 Est. Cost $46.07 Unrealized +7.9%
BAC BANK AMERICA CORP 0.0%
Value ($000) $48 Shares 1,668 Est. Cost $30.59 Unrealized -0.0%
SPY SPDR S&P 500 EFT 0.0%
Value ($000) $47 Shares 114 Est. Cost $368.50 Unrealized
DOV Dover Corp 0.0%
Value ($000) $45 Shares 298 Est. Cost $156.61 Unrealized -9.5%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $44 Shares 1,082 Est. Cost $39.10 Unrealized -2.6%
NKE NIKE INC 0.0%
Value ($000) $41 Shares 335 Est. Cost $100.56 Unrealized +16.0%
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $39 Shares 548 Est. Cost $74.98 Unrealized
GSK GSK PLC 0.0%
Value ($000) $39 Shares 1,101 Est. Cost $29.33 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $39 Shares 337 Est. Cost $112.11 Unrealized -7.0%
SKY Skyline Corporation 0.0%
Value ($000) $37 Shares 495 Est. Cost $47.14 Unrealized +36.8%
ILMN Illumina Inc 0.0%
Value ($000) $37 Shares 158 Est. Cost $201.63 Unrealized +1.5%
ORCL ORACLE CORP 0.0%
Value ($000) $37 Shares 393 Est. Cost $70.16 Unrealized +20.9%
ENB ENBRIDGE INC 0.0%
Value ($000) $36 Shares 954 Est. Cost $33.77 Unrealized -3.9%
IJJ iShares S&P Midcap 400 Value 0.0%
Value ($000) $36 Shares 352 Est. Cost $97.82 Unrealized
CAC Camden National Corp 0.0%
Value ($000) $35 Shares 960 Est. Cost $38.76 Unrealized -9.5%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $35 Shares 498 Est. Cost $55.19 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $34 Shares 165 Est. Cost $201.92 Unrealized -13.6%
APD Air Prods & Chems Inc 0.0%
Value ($000) $34 Shares 119 Est. Cost $246.97 Unrealized +9.4%
Uniti Group Inc 0.0%
Value ($000) $34 Shares 9,480 Est. Cost $6.01 Unrealized
JNK SPDR Ser Tr Bloomberg High Yield Bd ETF 0.0%
Value ($000) $32 Shares 350 Est. Cost $92.82 Unrealized
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $32 Shares 237 Est. Cost $137.11 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $32 Shares 167 Est. Cost $182.84 Unrealized -2.8%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $32 Shares 404 Est. Cost $71.76 Unrealized +10.1%
BIL SPDR SER TR BLOOMBERG 1-3 MO 0.0%
Value ($000) $30 Shares 324 Est. Cost $0.09 Unrealized
EEM iShares MSCI Emerging Markets 0.0%
Value ($000) $30 Shares 750 Est. Cost $39.46 Unrealized
VOT VANGUARD MID-CAP GRWTH INDEX FDS 0.0%
Value ($000) $29 Shares 150 Est. Cost $173.33 Unrealized
RSP INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 0.0%
Value ($000) $29 Shares 200 Est. Cost $125.00 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $28 Shares 254 Est. Cost $94.21 Unrealized +11.9%
TRNO Terreno Realty Corp REIT 0.0%
Value ($000) $28 Shares 426 Est. Cost $63.38 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $27 Shares 166 Est. Cost $142.93 Unrealized +4.0%
IJK iShares S&P Midcap 400 Growth Index 0.0%
Value ($000) $26 Shares 360 Est. Cost $71.51 Unrealized
PSX Phillips 66 0.0%
Value ($000) $25 Shares 250 Est. Cost $70.57 Unrealized +29.9%
ESGU iShares ESG Aware MSCI USA ETF 0.0%
Value ($000) $25 Shares 278 Est. Cost $63.42 Unrealized
SPARTANNASH CO 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $29.00 Unrealized
FLRN SPDR Bloomberg Barclays Invest ETF 0.0%
Value ($000) $25 Shares 811 Est. Cost $29.41 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $25 Shares 188 Est. Cost $109.59 Unrealized
City Office Reit Inc 0.0%
Value ($000) $24 Shares 3,500 Est. Cost $12.57 Unrealized
WBD Warner Bros Discovery Inc 0.0%
Value ($000) $23 Shares 1,553 Est. Cost $14.98 Unrealized -5.0%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $23 Shares 110 Est. Cost $269.72 Unrealized -19.7%
XYZ BLOCK INC 0.0%
Value ($000) $22 Shares 325 Est. Cost $127.96 Unrealized -41.5%
IR INGERSOLL RAND INC 0.0%
Value ($000) $22 Shares 383 Est. Cost $46.92 Unrealized +19.8%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $22 Shares 89 Est. Cost $234.51 Unrealized -1.0%
VMC Vulcan Materials Company 0.0%
Value ($000) $22 Shares 127 Est. Cost $172.26 Unrealized +0.8%
ITT ITT INC 0.0%
Value ($000) $22 Shares 250 Est. Cost $72.91 Unrealized +20.6%
VRTX Vertex Pharmaceuticals, Inc. 0.0%
Value ($000) $21 Shares 67 Est. Cost $237.33 Unrealized +26.4%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $21 Shares 393 Est. Cost $67.27 Unrealized +4.4%
IWO ISHARES TR RUS 2000 GRW ETF 0.0%
Value ($000) $20 Shares 88 Est. Cost $204.55 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $19 Shares 65 Est. Cost $274.70 Unrealized -4.9%
ELME ELME COMMUNITIES 0.0%
Value ($000) $19 Shares 1,038 Est. Cost $17.60 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $18 Shares 151 Est. Cost $124.16 Unrealized -6.9%
IJR iShares Core S&P Small Cap 0.0%
Value ($000) $18 Shares 185 Est. Cost $0.10 Unrealized
ASB ASSOCIATED BANC CORP 0.0%
Value ($000) $18 Shares 990 Est. Cost $17.50 Unrealized +10.8%
LAM RESEARCH CORP 0.0%
Value ($000) $17 Shares 33 Est. Cost $358.97 Unrealized
CELESTICA INC 0.0%
Value ($000) $17 Shares 1,308 Est. Cost $12.90 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $17 Shares 54 Est. Cost $250.71 Unrealized +25.5%
CDW CDW CORP 0.0%
Value ($000) $16 Shares 84 Est. Cost $168.86 Unrealized +12.1%
Liberty Media Corp Del 0.0%
Value ($000) $16 Shares 565 Est. Cost $47.99 Unrealized
SLDP SOLID POWER INC 0.0%
Value ($000) $16 Shares 5,248 Est. Cost $3.02 Unrealized 0.0%
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $16 Shares 106 Est. Cost $141.51 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $16 Shares 106 Est. Cost $153.09 Unrealized -11.0%
LBRDK Liberty Broadband Corp Ser C 0.0%
Value ($000) $15 Shares 185 Est. Cost $168.67 Unrealized -52.1%
BA Boeing Co 0.0%
Value ($000) $15 Shares 71 Est. Cost $167.07 Unrealized +24.4%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $15 Shares 400 Est. Cost $29.05 Unrealized +10.0%
XLF Financial Select Sector SPDR 0.0%
Value ($000) $15 Shares 465 Est. Cost $37.19 Unrealized
COP ConocoPhillips 0.0%
Value ($000) $15 Shares 150 Est. Cost $97.39 Unrealized +2.2%
MP Mp Materials Corp 0.0%
Value ($000) $15 Shares 525 Est. Cost $30.91 Unrealized -2.1%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $15 Shares 75 Est. Cost $148.98 Unrealized +14.5%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $14 Shares 30 Est. Cost $417.11 Unrealized +3.9%
XEL XCEL ENERGY INC 0.0%
Value ($000) $14 Shares 209 Est. Cost $64.86 Unrealized -6.0%
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $11.00 Unrealized
EFV ISHARES TR EAFE VALUE ETF 0.0%
Value ($000) $12 Shares 254 Est. Cost $38.33 Unrealized
FTNT Fortinet, Inc. 0.0%
Value ($000) $12 Shares 185 Est. Cost $59.94 Unrealized -5.2%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $12 Shares 781 Est. Cost $34.08 Unrealized -50.5%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $12 Shares 40 Est. Cost $219.91 Unrealized +23.0%
IPGP IPG PHOTONICS CORP 0.0%
Value ($000) $12 Shares 95 Est. Cost $95.00 Unrealized +21.9%
FLEX FLEX LTD 0.0%
Value ($000) $12 Shares 509 Est. Cost $12.78 Unrealized +35.4%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $12 Shares 141 Est. Cost $71.08 Unrealized 0.0%
SLV Ishares Silver Tr 0.0%
Value ($000) $12 Shares 522 Est. Cost $17.24 Unrealized
FTAI FTAI Aviation Ltd 0.0%
Value ($000) $12 Shares 412 Est. Cost $15.67 Unrealized +42.1%
BX BLACKSTONE INC 0.0%
Value ($000) $11 Shares 126 Est. Cost $87.28 Unrealized -7.0%
XYL XYLEM INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $87.27 Unrealized +15.6%
SHW Sherwin Williams Co 0.0%
Value ($000) $10 Shares 45 Est. Cost $222.97 Unrealized 0.0%
USB U.S. Bancorp 0.0%
Value ($000) $10 Shares 271 Est. Cost $40.11 Unrealized -3.7%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $10 Shares 530 Est. Cost $17.54 Unrealized +8.4%
CHARLES & COLVARD LTD 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $1.00 Unrealized
APH Amphenol Corp New 0.0%
Value ($000) $9 Shares 106 Est. Cost $36.75 Unrealized +4.7%
ARI Apollo Commercial Real Estate REIT 0.0%
Value ($000) $9 Shares 922 Est. Cost $16.27 Unrealized
HAE Haemonetics Corp Mass 0.0%
Value ($000) $8 Shares 100 Est. Cost $70.76 Unrealized +14.4%
SCHA SCHWAB STRATEGIC TR US SML CAP ETF 0.0%
Value ($000) $8 Shares 196 Est. Cost $35.71 Unrealized
KLAC K L A - Tencor Corp 0.0%
Value ($000) $8 Shares 20 Est. Cost $337.92 Unrealized +13.4%
SCZ ISHARES TR EAFE SML CP ETF 0.0%
Value ($000) $8 Shares 134 Est. Cost $52.24 Unrealized
NIKOLA CORP 0.0%
Value ($000) $8 Shares 6,545 Est. Cost $1.21 Unrealized
ZM Zoom Video Communications Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $235.14 Unrealized -69.4%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $7 Shares 160 Est. Cost $34.72 Unrealized +17.0%
ETN Eaton Corp Plc 0.0%
Value ($000) $7 Shares 39 Est. Cost $133.40 Unrealized +20.1%
MAR Mariott International Inc 0.0%
Value ($000) $7 Shares 40 Est. Cost $161.79 Unrealized 0.0%
BKR Baker Hughes Company 0.0%
Value ($000) $7 Shares 226 Est. Cost $22.36 Unrealized +26.5%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $6 Shares 100 Est. Cost $57.34 Unrealized -4.3%
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $6 Shares 227 Est. Cost $22.86 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $6 Shares 47 Est. Cost $100.19 Unrealized +11.7%
Cedar Fair LP 0.0%
Value ($000) $5 Shares 115 Est. Cost $43.48 Unrealized
ULTA Ulta Beauty, Inc. 0.0%
Value ($000) $5 Shares 9 Est. Cost $376.42 Unrealized +36.4%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $5 Shares 59 Est. Cost $81.47 Unrealized +1.5%
Blueprint Medicines Corp 0.0%
Value ($000) $5 Shares 101 Est. Cost $102.51 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $21.59 Unrealized -3.9%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $4 Shares 19 Est. Cost $226.36 Unrealized -6.8%
WFC Wells Fargo & Co 0.0%
Value ($000) $4 Shares 111 Est. Cost $40.84 Unrealized -0.9%
DE Deere & Co 0.0%
Value ($000) $4 Shares 10 Est. Cost $397.09 Unrealized 0.0%
JPMORGAN CHASE & CO 0.0%
Value ($000) $4 Shares 177 Est. Cost $21.18 Unrealized
BXP BOSTON PROPERTIES INC 0.0%
Value ($000) $4 Shares 69 Est. Cost $69.56 Unrealized -21.0%
VFC V F CORP 0.0%
Value ($000) $4 Shares 157 Est. Cost $43.14 Unrealized -39.1%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $4 Shares 95 Est. Cost $24.85 Unrealized +29.1%
OGN ORGANON & CO 0.0%
Value ($000) $4 Shares 149 Est. Cost $25.65 Unrealized -9.3%
LBRDA Liberty Broadband Corp - Ser A 0.0%
Value ($000) $3 Shares 42 Est. Cost $163.66 Unrealized -50.6%
CMG Chipotle Mexican Grill, Inc. 0.0%
Value ($000) $3 Shares 2 Est. Cost $28.53 Unrealized +10.1%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $3 Shares 36 Est. Cost $55.78 Unrealized +33.9%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $3 Shares 32 Est. Cost $103.89 Unrealized -11.8%
ALB Albemarle Corp 0.0%
Value ($000) $3 Shares 13 Est. Cost $254.58 Unrealized -7.4%
VTRS VIATRIS INC 0.0%
Value ($000) $3 Shares 296 Est. Cost $8.43 Unrealized +15.0%
AEGON N V 0.0%
Value ($000) $3 Shares 628 Est. Cost $3.18 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $3 Shares 1 Est. Cost $1848.19 Unrealized +29.5%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $3 Shares 179 Est. Cost $10.40 Unrealized +36.4%
TLH ISHARES TR 10-20 YR TRS ETF 0.0%
Value ($000) $3 Shares 22 Est. Cost $0.09 Unrealized
TTWO Take-two Interactive Software, Inc. 0.0%
Value ($000) $2 Shares 19 Est. Cost $159.98 Unrealized -30.3%
AA ALCOA CORP 0.0%
Value ($000) $2 Shares 53 Est. Cost $44.87 Unrealized +3.7%
CTVA Corteva Inc 0.0%
Value ($000) $2 Shares 37 Est. Cost $51.37 Unrealized +15.1%
Rhinomed LTD Australian Exchange 0.0%
Value ($000) $2 Shares 24,451 Est. Cost $0.13 Unrealized
IP International Paper Co 0.0%
Value ($000) $2 Shares 59 Est. Cost $38.65 Unrealized -15.9%
NFLX Netflix.com Inc. 0.0%
Value ($000) $2 Shares 6 Est. Cost $51.12 Unrealized -35.3%
DOW Dow Inc 0.0%
Value ($000) $2 Shares 37 Est. Cost $43.27 Unrealized +9.3%
APO Apollo Global Management Inc. 0.0%
Value ($000) $1 Shares 23 Est. Cost $61.02 Unrealized +4.5%
VEU Vanguard FTSE All-World ex US ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $2.31 Unrealized
MSOS Advisorshares Pure US Cannabis ETF 0.0%
Value ($000) $1 Shares 239 Est. Cost $41.84 Unrealized
WAB WABTEC 0.0%
Value ($000) $1 Shares 13 Est. Cost $86.69 Unrealized +15.9%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $1 Shares 21 Est. Cost $64.74 Unrealized -0.2%
APPS DIGITAL TURBINE INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $19.12 Unrealized -29.7%
SNAP SNAP INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.64 Unrealized -9.7%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $37.06 Unrealized +27.9%
ARCONIC CORPORATION 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
TKVR EVCI Career Colleges Holding Corp. 0.0%
Value ($000) $1 Shares 3,334 Est. Cost $0.17 Unrealized +67.5%
CCL CARNIVAL CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.69 Unrealized +6.9%
Brookfield Reins Ltd 0.0%
Value ($000) $1 Shares 29 Est. Cost $0.03 Unrealized
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $1 Shares 4 Est. Cost $0.21 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $398.33 Unrealized +6.5%
SPIP SPDR Portfolio TIPS ETF 0.0%
Value ($000) $1 Shares 33 Est. Cost $33.71 Unrealized
NTDOY Nintendo Ltd 0.0%
Value ($000) $1 Shares 70 Est. Cost $14.30 Unrealized
DES Wisdom Tree SmallCap Dividend ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
STEM INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 17 Est. Cost $26.16 Unrealized -3.1%
DHC Diversified Healthcare Trust 0.0%
Value ($000) $0 Shares 294 Est. Cost $3.40 Unrealized
AMYRIS INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $5.00 Unrealized
FLUENT INC 0.0%
Value ($000) $0 Shares 300 Est. Cost Unrealized
Sculptor Capital Management 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
Viacomcbs Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
BLDP BALLARD PWR SYS INC NEW 0.0%
Value ($000) $0 Shares 15 Est. Cost $7.48 Unrealized -22.8%
CLCL Calcol Inc. 0.0%
Value ($000) $0 Shares 393,334 Est. Cost $0.00 Unrealized -97.1%