Bogart Wealth, LLC Diversified Active

CIK: 0001715740 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 30, 2023

Total Value ($000): $1,618,759 (100.0% shares, 0.0% debt)

Holdings (1,070)

XOM EXXON MOBIL CORP COM 10.0%
Value ($000) $161,326 Shares 1,372,052 Est. Cost $49.53 Unrealized +103.9%
BND VANGUARD TOTAL BOND MARKET ETF 6.2%
Value ($000) $101,086 Shares 1,448,632 Est. Cost $76.07 Unrealized
VOO VANGUARD S&P 500 ETF 6.2%
Value ($000) $99,693 Shares 253,866 Est. Cost $298.08 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 3.9%
Value ($000) $63,205 Shares 1,880,550 Est. Cost $35.32 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 3.7%
Value ($000) $60,436 Shares 1,129,229 Est. Cost $56.94 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 3.2%
Value ($000) $51,250 Shares 388,878 Est. Cost $121.41 Unrealized
FLCB FRANKLIN U.S. CORE BOND ETF 2.8%
Value ($000) $45,344 Shares 2,210,842 Est. Cost $24.35 Unrealized
ACWI ISHARES MSCI ACWI ETF 2.6%
Value ($000) $42,263 Shares 457,541 Est. Cost $80.25 Unrealized
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 2.5%
Value ($000) $40,542 Shares 964,032 Est. Cost $51.82 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 2.4%
Value ($000) $39,598 Shares 799,473 Est. Cost $49.89 Unrealized
JAAA JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF 2.2%
Value ($000) $35,946 Shares 714,214 Est. Cost $49.89 Unrealized
JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF 2.2%
Value ($000) $35,586 Shares 654,509 Est. Cost $56.63 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 1.9%
Value ($000) $30,937 Shares 337,780 Est. Cost $94.11 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 1.9%
Value ($000) $30,522 Shares 406,046 Est. Cost $75.90 Unrealized
VGK VANGUARD FTSE EUROPE ETF 1.8%
Value ($000) $29,117 Shares 502,628 Est. Cost $61.02 Unrealized
IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 1.3%
Value ($000) $21,149 Shares 370,193 Est. Cost $61.29 Unrealized
MSFT MICROSOFT CORP COM 1.2%
Value ($000) $19,109 Shares 60,518 Est. Cost $211.34 Unrealized +53.6%
XCEM COLUMBIA EM CORE EX-CHINA ETF 1.2%
Value ($000) $18,847 Shares 687,335 Est. Cost $27.42 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 1.2%
Value ($000) $18,667 Shares 450,678 Est. Cost $43.14 Unrealized
AAPL APPLE INC COM 1.2%
Value ($000) $18,644 Shares 108,893 Est. Cost $126.86 Unrealized +42.9%
VOE VANGUARD MID-CAP VALUE ETF 1.1%
Value ($000) $18,587 Shares 141,925 Est. Cost $129.50 Unrealized
V VISA INC COM CL A 0.8%
Value ($000) $13,323 Shares 57,924 Est. Cost $199.16 Unrealized +18.6%
CAT CATERPILLAR INC COM 0.8%
Value ($000) $12,692 Shares 46,491 Est. Cost $152.78 Unrealized +71.1%
CSCO CISCO SYS INC COM 0.8%
Value ($000) $12,142 Shares 225,860 Est. Cost $39.46 Unrealized +27.5%
CVX CHEVRON CORP NEW COM 0.7%
Value ($000) $11,691 Shares 69,336 Est. Cost $101.53 Unrealized +43.6%
IBM INTERNATIONAL BUSINESS MACHS COM 0.7%
Value ($000) $11,414 Shares 81,355 Est. Cost $106.65 Unrealized +23.5%
HON HONEYWELL INTL INC COM 0.7%
Value ($000) $10,831 Shares 58,631 Est. Cost $170.85 Unrealized +1.8%
LMT LOCKHEED MARTIN CORP COM 0.7%
Value ($000) $10,824 Shares 26,466 Est. Cost $315.32 Unrealized +31.6%
AMZN AMAZON COM INC COM 0.7%
Value ($000) $10,766 Shares 84,690 Est. Cost $117.82 Unrealized +13.7%
CMCSA COMCAST CORP NEW CL A 0.7%
Value ($000) $10,524 Shares 237,348 Est. Cost $37.78 Unrealized +9.8%
PCAR PACCAR INC COM 0.6%
Value ($000) $10,452 Shares 122,932 Est. Cost $76.71 Unrealized 0.0%
BLACKROCK INC COM 0.6%
Value ($000) $10,322 Shares 15,966 Est. Cost $597.22 Unrealized
PEP PEPSICO INC COM 0.6%
Value ($000) $10,193 Shares 60,159 Est. Cost $131.21 Unrealized +27.4%
DUK DUKE ENERGY CORP NEW COM NEW 0.6%
Value ($000) $9,836 Shares 111,448 Est. Cost $78.91 Unrealized +5.9%
QSR RESTAURANT BRANDS INTL INC COM 0.6%
Value ($000) $9,604 Shares 144,168 Est. Cost $59.18 Unrealized +21.3%
PNC PNC FINL SVCS GROUP INC COM 0.6%
Value ($000) $9,403 Shares 76,592 Est. Cost $133.31 Unrealized -13.7%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.6%
Value ($000) $9,318 Shares 274,371 Est. Cost $34.72 Unrealized
ORI OLD REP INTL CORP COM 0.6%
Value ($000) $9,250 Shares 343,353 Est. Cost $18.81 Unrealized +18.7%
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $9,193 Shares 70,251 Est. Cost $107.85 Unrealized +19.0%
ABBV ABBVIE INC COM 0.6%
Value ($000) $9,074 Shares 60,875 Est. Cost $90.48 Unrealized +49.6%
DLR DIGITAL RLTY TR INC COM 0.6%
Value ($000) $9,055 Shares 74,819 Est. Cost $104.27 Unrealized +8.9%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.6%
Value ($000) $8,932 Shares 122,833 Est. Cost $75.26 Unrealized
WMB WILLIAMS COS INC COM 0.5%
Value ($000) $8,810 Shares 261,498 Est. Cost $28.12 Unrealized +9.8%
PFE PFIZER INC COM 0.5%
Value ($000) $8,757 Shares 263,996 Est. Cost $33.64 Unrealized -9.1%
PANW PALO ALTO NETWORKS INC COM 0.5%
Value ($000) $8,659 Shares 36,935 Est. Cost $87.40 Unrealized +35.4%
QQQ INVESCO QQQ TRUST SERIES I 0.5%
Value ($000) $8,164 Shares 22,786 Est. Cost $272.97 Unrealized
CRM SALESFORCE INC COM 0.5%
Value ($000) $8,059 Shares 39,741 Est. Cost $196.07 Unrealized +8.9%
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $7,781 Shares 53,347 Est. Cost $129.19 Unrealized +11.6%
T AT&T INC COM 0.5%
Value ($000) $7,653 Shares 509,500 Est. Cost $15.98 Unrealized -19.0%
HD HOME DEPOT INC COM 0.5%
Value ($000) $7,535 Shares 24,938 Est. Cost $260.02 Unrealized +16.5%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.5%
Value ($000) $7,498 Shares 116,317 Est. Cost $63.22 Unrealized
WMT WALMART INC COM 0.4%
Value ($000) $7,184 Shares 44,920 Est. Cost $46.75 Unrealized +10.8%
NFLX NETFLIX INC COM 0.4%
Value ($000) $7,097 Shares 18,796 Est. Cost $37.12 Unrealized +14.2%
UNH UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $6,900 Shares 13,685 Est. Cost $384.61 Unrealized +22.2%
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $6,876 Shares 75,335 Est. Cost $85.58 Unrealized +8.0%
TXN TEXAS INSTRS INC COM 0.4%
Value ($000) $6,834 Shares 42,980 Est. Cost $144.34 Unrealized +10.1%
GD GENERAL DYNAMICS CORP COM 0.4%
Value ($000) $6,757 Shares 30,581 Est. Cost $188.82 Unrealized +11.8%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $6,750 Shares 25,624 Est. Cost $216.36 Unrealized +24.6%
TFC TRUIST FINL CORP COM 0.4%
Value ($000) $6,541 Shares 228,631 Est. Cost $41.78 Unrealized -35.0%
UBER UBER TECHNOLOGIES INC COM 0.4%
Value ($000) $6,523 Shares 141,825 Est. Cost $39.01 Unrealized +17.1%
META META PLATFORMS INC CL A 0.4%
Value ($000) $6,447 Shares 21,476 Est. Cost $218.97 Unrealized +36.6%
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $6,281 Shares 15,865 Est. Cost $320.53 Unrealized +23.6%
KO COCA COLA CO COM 0.4%
Value ($000) $6,219 Shares 111,094 Est. Cost $49.11 Unrealized +13.5%
COST COSTCO WHSL CORP NEW COM 0.4%
Value ($000) $6,211 Shares 10,993 Est. Cost $402.08 Unrealized +32.4%
CME CME GROUP INC COM 0.4%
Value ($000) $6,101 Shares 30,474 Est. Cost $166.73 Unrealized +8.1%
CVS CVS HEALTH CORP COM 0.4%
Value ($000) $6,077 Shares 87,040 Est. Cost $69.74 Unrealized -7.4%
MRK MERCK & CO INC COM 0.4%
Value ($000) $6,074 Shares 58,997 Est. Cost $80.48 Unrealized +24.1%
AMAT APPLIED MATLS INC COM 0.4%
Value ($000) $5,939 Shares 42,894 Est. Cost $100.04 Unrealized +40.3%
XEL XCEL ENERGY INC COM 0.4%
Value ($000) $5,889 Shares 102,911 Est. Cost $59.73 Unrealized -7.6%
PRU PRUDENTIAL FINL INC COM 0.4%
Value ($000) $5,864 Shares 61,802 Est. Cost $86.40 Unrealized -2.4%
VRTX VERTEX PHARMACEUTICALS INC COM 0.4%
Value ($000) $5,670 Shares 16,304 Est. Cost $316.82 Unrealized +10.4%
DHR DANAHER CORPORATION COM 0.3%
Value ($000) $5,650 Shares 22,773 Est. Cost $203.52 Unrealized +8.2%
GILD GILEAD SCIENCES INC COM 0.3%
Value ($000) $5,602 Shares 74,751 Est. Cost $55.28 Unrealized +27.9%
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $5,594 Shares 38,571 Est. Cost $118.88 Unrealized +19.7%
MELI MERCADOLIBRE INC COM 0.3%
Value ($000) $5,541 Shares 4,370 Est. Cost $1101.43 Unrealized +15.5%
NKE NIKE INC CL B 0.3%
Value ($000) $5,401 Shares 56,485 Est. Cost $112.45 Unrealized -12.6%
AMGN AMGEN INC COM 0.3%
Value ($000) $5,401 Shares 20,095 Est. Cost $201.39 Unrealized +15.1%
TE CONNECTIVITY LTD SHS 0.3%
Value ($000) $5,287 Shares 42,798 Est. Cost $123.54 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.3%
Value ($000) $5,240 Shares 90,285 Est. Cost $64.13 Unrealized -15.3%
IEFA ISHARES CORE MSCI EAFE ETF 0.3%
Value ($000) $5,117 Shares 79,513 Est. Cost $61.59 Unrealized
MET METLIFE INC COM 0.3%
Value ($000) $5,076 Shares 80,679 Est. Cost $52.63 Unrealized +10.2%
UPS UNITED PARCEL SERVICE INC CL B 0.3%
Value ($000) $4,986 Shares 31,989 Est. Cost $154.35 Unrealized -1.8%
MDT MEDTRONIC PLC SHS 0.3%
Value ($000) $4,927 Shares 62,873 Est. Cost $84.74 Unrealized -8.2%
ADBE ADOBE INC COM 0.3%
Value ($000) $4,827 Shares 9,466 Est. Cost $419.05 Unrealized +25.2%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $4,770 Shares 30,627 Est. Cost $138.61 Unrealized +10.6%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.3%
Value ($000) $4,600 Shares 104,006 Est. Cost $48.96 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.3%
Value ($000) $4,448 Shares 42,418 Est. Cost $101.20 Unrealized -0.9%
UITB VICTORY PORTFOLIOS II VICTORYSHARES CORE INTERMEDIATE BOND ETF 0.3%
Value ($000) $4,418 Shares 99,184 Est. Cost $44.55 Unrealized
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $4,286 Shares 74,814 Est. Cost $67.27 Unrealized -4.2%
NVDA NVIDIA CORPORATION COM 0.3%
Value ($000) $4,183 Shares 9,617 Est. Cost $42.64 Unrealized +5.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $3,818 Shares 12,433 Est. Cost $280.12 Unrealized +8.7%
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $3,775 Shares 11,667 Est. Cost $275.52 Unrealized +14.5%
SPGI S&P GLOBAL INC COM 0.2%
Value ($000) $3,716 Shares 10,169 Est. Cost $374.85 Unrealized +2.9%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $3,405 Shares 16,031 Est. Cost $194.08 Unrealized
SHOP SHOPIFY INC CL A 0.2%
Value ($000) $3,339 Shares 61,181 Est. Cost $43.14 Unrealized +40.4%
ADI ANALOG DEVICES INC COM 0.2%
Value ($000) $3,249 Shares 18,557 Est. Cost $176.33 Unrealized +0.4%
EL LAUDER ESTEE COS INC CL A 0.2%
Value ($000) $3,055 Shares 21,136 Est. Cost $243.20 Unrealized -34.6%
EFG ISHARES MSCI EAFE GROWTH ETF 0.2%
Value ($000) $2,973 Shares 34,446 Est. Cost $84.77 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.2%
Value ($000) $2,798 Shares 29,794 Est. Cost $97.70 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.2%
Value ($000) $2,589 Shares 53,389 Est. Cost $75.53 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.2%
Value ($000) $2,480 Shares 103,605 Est. Cost $26.50 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $2,351 Shares 55,902 Est. Cost $36.41 Unrealized +0.0%
SPGP INVESCO S&P 500 GARP ETF 0.1%
Value ($000) $2,334 Shares 25,583 Est. Cost $90.81 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $2,114 Shares 8,476 Est. Cost $197.89 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.1%
Value ($000) $2,083 Shares 14,131 Est. Cost $135.67 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.1%
Value ($000) $1,961 Shares 74,082 Est. Cost $26.47 Unrealized
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $1,903 Shares 17,983 Est. Cost $182.38 Unrealized -22.3%
PHO INVESCO WATER RESOURCES ETF 0.1%
Value ($000) $1,794 Shares 33,731 Est. Cost $54.14 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.1%
Value ($000) $1,754 Shares 24,261 Est. Cost $76.75 Unrealized
RY ROYAL BK CDA COM 0.1%
Value ($000) $1,725 Shares 19,732 Est. Cost $87.04 Unrealized +6.9%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $1,643 Shares 6,176 Est. Cost $171.33 Unrealized
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $1,552 Shares 36,953 Est. Cost $131.56 Unrealized -62.7%
CALF PACER US SMALL CAP CASH COWS 100 ETF 0.1%
Value ($000) $1,488 Shares 35,673 Est. Cost $41.70 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.1%
Value ($000) $1,401 Shares 28,100 Est. Cost $49.28 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,333 Shares 10,351 Est. Cost $128.43 Unrealized
XSD SPDR S&P SEMICONDUCTOR ETF 0.1%
Value ($000) $1,318 Shares 6,725 Est. Cost $190.21 Unrealized
JSMD JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF 0.1%
Value ($000) $1,276 Shares 21,836 Est. Cost $58.44 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $1,215 Shares 13,125 Est. Cost $83.75 Unrealized +2.9%
ORCL ORACLE CORP COM 0.1%
Value ($000) $1,172 Shares 11,064 Est. Cost $40.36 Unrealized +179.5%
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $1,145 Shares 17,793 Est. Cost $55.81 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $1,101 Shares 40,218 Est. Cost $23.78 Unrealized
MBB ISHARES MBS ETF 0.1%
Value ($000) $1,088 Shares 12,254 Est. Cost $108.41 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.1%
Value ($000) $1,014 Shares 17,951 Est. Cost $58.59 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.1%
Value ($000) $1,004 Shares 14,838 Est. Cost $68.40 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $997 Shares 10,580 Est. Cost $86.09 Unrealized
FLQL FRANKLIN LIBERTYQ U.S. EQUITY ETF 0.1%
Value ($000) $908 Shares 21,079 Est. Cost $38.89 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.1%
Value ($000) $876 Shares 34,473 Est. Cost $32.91 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $864 Shares 8,361 Est. Cost $105.01 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $861 Shares 2,006 Est. Cost $415.22 Unrealized
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $794 Shares 23,431 Est. Cost $44.57 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $776 Shares 4,528 Est. Cost $166.42 Unrealized
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 0.0%
Value ($000) $711 Shares 15,691 Est. Cost $46.78 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $685 Shares 4,514 Est. Cost $104.59 Unrealized
BNS BANK NOVA SCOTIA HALIFAX COM 0.0%
Value ($000) $683 Shares 14,992 Est. Cost $44.30 Unrealized -4.5%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $655 Shares 9,567 Est. Cost $69.66 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $566 Shares 2,654 Est. Cost $96.60 Unrealized +117.1%
TSLA TESLA INC COM 0.0%
Value ($000) $554 Shares 2,215 Est. Cost $259.33 Unrealized -0.9%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $552 Shares 17,038 Est. Cost $38.02 Unrealized -23.8%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $527 Shares 8,088 Est. Cost $62.19 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $515 Shares 1,470 Est. Cost $285.21 Unrealized +24.4%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $494 Shares 6,944 Est. Cost $64.24 Unrealized +10.3%
PIONEER NAT RES CO COM 0.0%
Value ($000) $493 Shares 2,149 Est. Cost $207.33 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $478 Shares 3,337 Est. Cost $148.61 Unrealized
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $471 Shares 13,433 Est. Cost $38.09 Unrealized
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $470 Shares 2,488 Est. Cost $182.76 Unrealized
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.0%
Value ($000) $465 Shares 11,764 Est. Cost $46.92 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $439 Shares 3,179 Est. Cost $133.72 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $417 Shares 9,533 Est. Cost $44.68 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $401 Shares 3,039 Est. Cost $105.66 Unrealized +22.1%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $399 Shares 873 Est. Cost $402.06 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $390 Shares 2,537 Est. Cost $151.93 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $385 Shares 3,893 Est. Cost $100.79 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $378 Shares 18,025 Est. Cost $21.06 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.0%
Value ($000) $373 Shares 3,709 Est. Cost $100.62 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $363 Shares 2,954 Est. Cost $128.44 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $358 Shares 949 Est. Cost $307.19 Unrealized +29.5%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $350 Shares 9,848 Est. Cost $28.21 Unrealized
BX BLACKSTONE INC COM 0.0%
Value ($000) $340 Shares 3,173 Est. Cost $65.14 Unrealized +49.6%
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $339 Shares 10,212 Est. Cost $29.13 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $336 Shares 4,184 Est. Cost $88.99 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $333 Shares 1,603 Est. Cost $115.20 Unrealized +86.6%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $330 Shares 1,212 Est. Cost $213.88 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $329 Shares 4,649 Est. Cost $67.34 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $324 Shares 1,656 Est. Cost $171.16 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $321 Shares 9,017 Est. Cost $34.17 Unrealized +0.1%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $312 Shares 22,228 Est. Cost $12.18 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $312 Shares 4,361 Est. Cost $100.97 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $311 Shares 728 Est. Cost $355.69 Unrealized
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value ($000) $308 Shares 10,944 Est. Cost $52.22 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $308 Shares 6,890 Est. Cost $61.34 Unrealized -28.2%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $306 Shares 1,303 Est. Cost $215.65 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $300 Shares 3,190 Est. Cost $106.66 Unrealized
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 0.0%
Value ($000) $297 Shares 6,190 Est. Cost $49.98 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $291 Shares 6,122 Est. Cost $44.49 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $286 Shares 1,431 Est. Cost $135.38 Unrealized +54.1%
WELL WELLTOWER INC COM 0.0%
Value ($000) $277 Shares 3,377 Est. Cost $64.32 Unrealized +21.5%
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value ($000) $275 Shares 5,741 Est. Cost $50.43 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $271 Shares 1,303 Est. Cost $210.83 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $267 Shares 7,637 Est. Cost $31.77 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $266 Shares 3,846 Est. Cost $70.66 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $256 Shares 4,034 Est. Cost $56.56 Unrealized +2.5%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $246 Shares 7,335 Est. Cost $27.11 Unrealized +12.0%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $244 Shares 4,109 Est. Cost $39.86 Unrealized +41.3%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $234 Shares 1,092 Est. Cost $204.34 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $227 Shares 13,218 Est. Cost $16.95 Unrealized 0.0%
GSY INVESCO ULTRA SHORT DURATION ETF 0.0%
Value ($000) $227 Shares 4,568 Est. Cost $50.38 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $227 Shares 273 Est. Cost $54.24 Unrealized +54.8%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $225 Shares 1,488 Est. Cost $178.40 Unrealized -12.4%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $219 Shares 1,728 Est. Cost $86.92 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $217 Shares 10,663 Est. Cost $22.06 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $199 Shares 1,245 Est. Cost $159.10 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.0%
Value ($000) $197 Shares 5,805 Est. Cost $59.48 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $197 Shares 192,209 Est. Cost $47.97 Unrealized +3.6%
LTPZ PIMCO 15 YEAR US TIPS INDEX ETF 0.0%
Value ($000) $189 Shares 3,601 Est. Cost $55.98 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $189 Shares 3,790 Est. Cost $60.57 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $187 Shares 5,646 Est. Cost $44.40 Unrealized -26.8%
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $186 Shares 2,202 Est. Cost $60.59 Unrealized +31.3%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $184 Shares 1,789 Est. Cost $95.42 Unrealized +13.8%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $184 Shares 2,267 Est. Cost $128.51 Unrealized -35.1%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $181 Shares 1,446 Est. Cost $108.12 Unrealized +16.1%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $180 Shares 2,807 Est. Cost $51.84 Unrealized +24.5%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $170 Shares 416 Est. Cost $136.76 Unrealized +45.9%
BA BOEING CO COM 0.0%
Value ($000) $169 Shares 883 Est. Cost $207.26 Unrealized +5.6%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $168 Shares 2,482 Est. Cost $49.28 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $168 Shares 2,152 Est. Cost $60.81 Unrealized +29.4%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $157 Shares 2,380 Est. Cost $76.47 Unrealized -21.2%
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $153 Shares 3,953 Est. Cost $38.78 Unrealized
LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $153 Shares 1,145 Est. Cost $109.78 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $150 Shares 2,420 Est. Cost $62.11 Unrealized
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 0.0%
Value ($000) $149 Shares 4,576 Est. Cost $32.54 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $145 Shares 1,535 Est. Cost $104.05 Unrealized
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.0%
Value ($000) $141 Shares 5,153 Est. Cost $51.25 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $139 Shares 578 Est. Cost $178.14 Unrealized +29.8%
TCPC BLACKROCK TCP CAPITAL CORP COM 0.0%
Value ($000) $139 Shares 11,812 Est. Cost $13.56 Unrealized -11.4%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $138 Shares 1,901 Est. Cost $72.77 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $137 Shares 881 Est. Cost $153.41 Unrealized
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 0.0%
Value ($000) $135 Shares 2,688 Est. Cost $50.39 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $131 Shares 12,219 Est. Cost $14.74 Unrealized -33.9%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $131 Shares 3,000 Est. Cost $53.08 Unrealized
RTX RTX CORPORATION COM 0.0%
Value ($000) $131 Shares 1,816 Est. Cost $71.20 Unrealized +14.1%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $129 Shares 4,268 Est. Cost $31.49 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $128 Shares 906 Est. Cost $85.41 Unrealized +43.0%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value ($000) $128 Shares 3,276 Est. Cost $47.58 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $127 Shares 1,694 Est. Cost $66.49 Unrealized +11.8%
BCE BCE INC COM NEW 0.0%
Value ($000) $127 Shares 3,326 Est. Cost $31.46 Unrealized +10.0%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $125 Shares 2,630 Est. Cost $53.52 Unrealized -13.8%
VGLT VANGUARD LONG-TERM TREASURY ETF 0.0%
Value ($000) $125 Shares 2,255 Est. Cost $65.51 Unrealized
FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF 0.0%
Value ($000) $124 Shares 2,295 Est. Cost $55.31 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $124 Shares 1,520 Est. Cost $61.46 Unrealized +30.6%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $124 Shares 245 Est. Cost $368.54 Unrealized +43.5%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $120 Shares 1,081 Est. Cost $105.54 Unrealized +4.3%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $119 Shares 626 Est. Cost $113.90 Unrealized +62.1%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $118 Shares 1,165 Est. Cost $102.84 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $116 Shares 427 Est. Cost $211.12 Unrealized +31.4%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $115 Shares 1,270 Est. Cost $76.26 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $114 Shares 114,024 Est. Cost $53.00 Unrealized +6.9%
UNP UNION PAC CORP COM 0.0%
Value ($000) $113 Shares 554 Est. Cost $174.33 Unrealized +18.3%
ISHARES FRONTIER AND SELECT EM ETF 0.0%
Value ($000) $113 Shares 4,344 Est. Cost $25.28 Unrealized
COR CENCORA INC COM 0.0%
Value ($000) $111 Shares 619 Est. Cost $126.78 Unrealized +42.8%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $111 Shares 3,534 Est. Cost $41.09 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $110 Shares 1,139 Est. Cost $106.51 Unrealized -5.7%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $109 Shares 1,256 Est. Cost $132.21 Unrealized
KKR KKR & CO INC COM 0.0%
Value ($000) $107 Shares 1,745 Est. Cost $27.60 Unrealized +116.6%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $107 Shares 4,836 Est. Cost $24.41 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $106 Shares 1,157 Est. Cost $106.42 Unrealized
LAM RESEARCH CORP COM 0.0%
Value ($000) $105 Shares 167 Est. Cost $545.58 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $104 Shares 2,319 Est. Cost $31.76 Unrealized +40.5%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $103 Shares 939 Est. Cost $130.07 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $103 Shares 1,844 Est. Cost $45.15 Unrealized +23.9%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $102 Shares 3,709 Est. Cost $28.04 Unrealized -0.8%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $97 Shares 2,900 Est. Cost $33.88 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $97 Shares 1,058 Est. Cost $120.55 Unrealized -25.0%
SCHY SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF 0.0%
Value ($000) $97 Shares 4,210 Est. Cost $23.65 Unrealized
ONEY SPDR RUSSELL 1000 YIELD FOCUS ETF 0.0%
Value ($000) $96 Shares 1,054 Est. Cost $93.64 Unrealized
LLY ELI LILLY & CO COM 0.0%
Value ($000) $96 Shares 179 Est. Cost $414.47 Unrealized +22.3%
OXM OXFORD INDS INC COM 0.0%
Value ($000) $96 Shares 1,000 Est. Cost $102.43 Unrealized -1.0%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $93 Shares 397 Est. Cost $183.29 Unrealized
BARRICK GOLD CORP COM 0.0%
Value ($000) $93 Shares 6,392 Est. Cost $17.42 Unrealized
BLACKROCK ENHANCD CAP & INM FD COM 0.0%
Value ($000) $92 Shares 4,950 Est. Cost $17.29 Unrealized
MLPA GLOBAL X MLP ETF 0.0%
Value ($000) $92 Shares 2,067 Est. Cost $30.12 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $92 Shares 2,183 Est. Cost $26.02 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $92 Shares 273 Est. Cost $306.97 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $91 Shares 1,313 Est. Cost $68.11 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $90 Shares 992 Est. Cost $106.72 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $85 Shares 3,172 Est. Cost $34.68 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $85 Shares 2,198 Est. Cost $27.95 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $84 Shares 142 Est. Cost $607.36 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $83 Shares 894 Est. Cost $98.76 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $83 Shares 424 Est. Cost $164.34 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $82 Shares 875 Est. Cost $110.60 Unrealized -28.1%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $82 Shares 1,208 Est. Cost $66.54 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $82 Shares 1,264 Est. Cost $36.71 Unrealized +73.7%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $80 Shares 569 Est. Cost $133.64 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $79 Shares 2,371 Est. Cost $37.68 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $79 Shares 1,000 Est. Cost $69.01 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value ($000) $77 Shares 201 Est. Cost $159.84 Unrealized
MSM MSC INDL DIRECT INC CL A 0.0%
Value ($000) $77 Shares 780 Est. Cost $82.07 Unrealized +20.2%
TOST TOAST INC CL A 0.0%
Value ($000) $76 Shares 4,043 Est. Cost $20.13 Unrealized +7.8%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $75 Shares 300 Est. Cost $201.08 Unrealized +24.0%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $75 Shares 1,594 Est. Cost $51.22 Unrealized
VTR VENTAS INC COM 0.0%
Value ($000) $74 Shares 1,763 Est. Cost $43.52 Unrealized -4.5%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $74 Shares 1,817 Est. Cost $39.38 Unrealized +3.3%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $73 Shares 1,058 Est. Cost $70.89 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $73 Shares 40 Est. Cost $34.78 Unrealized +12.1%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $72 Shares 1,703 Est. Cost $48.19 Unrealized +4.9%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $72 Shares 982 Est. Cost $75.46 Unrealized
FNCL FIDELITY MSCI FINANCIALS INDEX ETF 0.0%
Value ($000) $72 Shares 1,544 Est. Cost $47.07 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $71 Shares 2,347 Est. Cost $57.01 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $70 Shares 310 Est. Cost $174.95 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $70 Shares 471 Est. Cost $144.89 Unrealized +9.7%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $70 Shares 572 Est. Cost $125.35 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $69 Shares 4,153 Est. Cost $12.14 Unrealized +25.7%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $69 Shares 765 Est. Cost $54.39 Unrealized +49.0%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $69 Shares 1,002 Est. Cost $71.19 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $67 Shares 5,254 Est. Cost $15.75 Unrealized -1.5%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $67 Shares 380 Est. Cost $202.56 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $67 Shares 606 Est. Cost $139.22 Unrealized -16.4%
HUBB HUBBELL INC COM 0.0%
Value ($000) $67 Shares 213 Est. Cost $184.68 Unrealized +67.0%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $66 Shares 1,983 Est. Cost $29.02 Unrealized
CCJ CAMECO CORP COM 0.0%
Value ($000) $66 Shares 1,663 Est. Cost $25.34 Unrealized +38.8%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $65 Shares 582 Est. Cost $120.52 Unrealized -14.1%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $65 Shares 1,135 Est. Cost $60.41 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $64 Shares 973 Est. Cost $74.32 Unrealized -9.8%
DBA INVESCO DB AGRICULTURE FUND 0.0%
Value ($000) $64 Shares 3,000 Est. Cost $20.00 Unrealized
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.0%
Value ($000) $63 Shares 2,537 Est. Cost $24.73 Unrealized
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.0%
Value ($000) $63 Shares 2,473 Est. Cost $25.36 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $63 Shares 909 Est. Cost $46.23 Unrealized +23.8%
DINO HF SINCLAIR CORP COM 0.0%
Value ($000) $63 Shares 1,100 Est. Cost $38.75 Unrealized +26.7%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value ($000) $62 Shares 2,558 Est. Cost $24.37 Unrealized
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.0%
Value ($000) $62 Shares 2,657 Est. Cost $23.33 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $62 Shares 825 Est. Cost $76.02 Unrealized
GABELLI DIVID & INCOME TR COM 0.0%
Value ($000) $62 Shares 3,184 Est. Cost $22.69 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $62 Shares 1,217 Est. Cost $65.75 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $62 Shares 843 Est. Cost $133.71 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.0%
Value ($000) $61 Shares 2,656 Est. Cost $23.14 Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.0%
Value ($000) $61 Shares 2,542 Est. Cost $24.03 Unrealized
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $61 Shares 2,802 Est. Cost $37.12 Unrealized
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.0%
Value ($000) $61 Shares 2,777 Est. Cost $21.90 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $61 Shares 697 Est. Cost $87.42 Unrealized
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $60 Shares 336 Est. Cost $149.61 Unrealized
AVA AVISTA CORP COM 0.0%
Value ($000) $60 Shares 1,860 Est. Cost $34.07 Unrealized -7.2%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $60 Shares 212 Est. Cost $241.29 Unrealized +13.9%
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 0.0%
Value ($000) $60 Shares 2,947 Est. Cost $20.38 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $59 Shares 774 Est. Cost $79.19 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $59 Shares 228 Est. Cost $218.96 Unrealized +22.2%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $58 Shares 380 Est. Cost $159.45 Unrealized +2.1%
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $58 Shares 3,354 Est. Cost $24.67 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $58 Shares 412 Est. Cost $106.09 Unrealized +26.2%
MKL MARKEL GROUP INC COM 0.0%
Value ($000) $57 Shares 39 Est. Cost $1372.53 Unrealized +6.7%
EEMS ISHARES MSCI EMERGING MARKETS SMALL CAP ETF 0.0%
Value ($000) $56 Shares 1,030 Est. Cost $48.29 Unrealized
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $56 Shares 1,425 Est. Cost $41.50 Unrealized
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.0%
Value ($000) $56 Shares 1,404 Est. Cost $34.61 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.0%
Value ($000) $56 Shares 974 Est. Cost $58.08 Unrealized
NKSH NATIONAL BANKSHARES INC VA COM 0.0%
Value ($000) $55 Shares 2,202 Est. Cost $24.16 Unrealized +0.6%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $55 Shares 134 Est. Cost $222.10 Unrealized +96.3%
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.0%
Value ($000) $55 Shares 1,998 Est. Cost $17.93 Unrealized +19.1%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $54 Shares 450 Est. Cost $114.24 Unrealized +3.1%
TGRW T. ROWE PRICE GROWTH STOCK ETF 0.0%
Value ($000) $54 Shares 2,000 Est. Cost $20.57 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $54 Shares 1,582 Est. Cost $40.84 Unrealized
GRMN GARMIN LTD SHS 0.0%
Value ($000) $54 Shares 510 Est. Cost $97.31 Unrealized +3.3%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $53 Shares 5,588 Est. Cost $16.63 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $52 Shares 980 Est. Cost $54.41 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $52 Shares 688 Est. Cost $91.10 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.0%
Value ($000) $52 Shares 900 Est. Cost $58.12 Unrealized
FNDX SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF 0.0%
Value ($000) $51 Shares 914 Est. Cost $50.90 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $51 Shares 1,985 Est. Cost $27.42 Unrealized +1.9%
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value ($000) $50 Shares 1,861 Est. Cost $29.04 Unrealized
IEUR ISHARES CORE MSCI EUROPE ETF 0.0%
Value ($000) $49 Shares 996 Est. Cost $45.18 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $49 Shares 1,204 Est. Cost $30.68 Unrealized +20.6%
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $49 Shares 1,444 Est. Cost $34.18 Unrealized
BLACKROCK CORPOR HI YLD FD INC COM 0.0%
Value ($000) $48 Shares 5,601 Est. Cost $8.78 Unrealized
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $48 Shares 1,597 Est. Cost $40.24 Unrealized -26.1%
FNV FRANCO NEV CORP COM 0.0%
Value ($000) $48 Shares 360 Est. Cost $121.66 Unrealized +13.6%
FBND FIDELITY TOTAL BOND ETF 0.0%
Value ($000) $48 Shares 1,101 Est. Cost $45.69 Unrealized
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value ($000) $47 Shares 801 Est. Cost $61.56 Unrealized
ISCF ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF 0.0%
Value ($000) $47 Shares 1,600 Est. Cost $30.90 Unrealized
VIOG VANGUARD S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $47 Shares 501 Est. Cost $131.45 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $47 Shares 1,945 Est. Cost $27.08 Unrealized -13.8%
OLP ONE LIBERTY PPTYS INC COM 0.0%
Value ($000) $46 Shares 2,442 Est. Cost $30.71 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $46 Shares 1,161 Est. Cost $39.17 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $45 Shares 260 Est. Cost $171.86 Unrealized +3.0%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $45 Shares 441 Est. Cost $85.04 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $45 Shares 752 Est. Cost $51.62 Unrealized
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value ($000) $45 Shares 1,129 Est. Cost $35.91 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $43 Shares 220 Est. Cost $226.46 Unrealized -9.5%
WAT WATERS CORP COM 0.0%
Value ($000) $43 Shares 155 Est. Cost $280.92 Unrealized -1.6%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $42 Shares 856 Est. Cost $48.88 Unrealized
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $42 Shares 290 Est. Cost $81.92 Unrealized
AI C3 AI INC CL A 0.0%
Value ($000) $42 Shares 1,638 Est. Cost $32.89 Unrealized +1.5%
EOG EOG RES INC COM 0.0%
Value ($000) $42 Shares 328 Est. Cost $104.15 Unrealized +12.5%
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $41 Shares 657 Est. Cost $56.26 Unrealized +13.8%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $41 Shares 1,002 Est. Cost $40.67 Unrealized
SCHQ SCHWAB LONG-TERM U.S. TREASURY ETF 0.0%
Value ($000) $41 Shares 1,300 Est. Cost $35.94 Unrealized
EMBJ EMBRAER S.A. SPONSORED ADS 0.0%
Value ($000) $41 Shares 3,000 Est. Cost $8.67 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $41 Shares 3,766 Est. Cost $16.86 Unrealized -26.0%
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $41 Shares 483 Est. Cost $65.50 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $41 Shares 368 Est. Cost $63.66 Unrealized +39.3%
CMBS ISHARES CMBS ETF 0.0%
Value ($000) $40 Shares 891 Est. Cost $53.98 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $40 Shares 151 Est. Cost $206.90 Unrealized +19.3%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $40 Shares 261 Est. Cost $133.74 Unrealized +16.7%
IPAC ISHARES CORE MSCI PACIFIC ETF 0.0%
Value ($000) $39 Shares 710 Est. Cost $52.11 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $39 Shares 679 Est. Cost $98.92 Unrealized
TRP TC ENERGY CORP COM 0.0%
Value ($000) $39 Shares 1,140 Est. Cost $34.25 Unrealized -4.4%
SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF 0.0%
Value ($000) $39 Shares 1,737 Est. Cost $22.21 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $39 Shares 464 Est. Cost $120.13 Unrealized -29.9%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $39 Shares 173 Est. Cost $304.23 Unrealized
HAWX ISHARES CURRENCY HEDGED MSCI ACWI EX U.S. ETF 0.0%
Value ($000) $38 Shares 1,377 Est. Cost $25.94 Unrealized
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $38 Shares 500 Est. Cost $37.95 Unrealized +84.1%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $37 Shares 561 Est. Cost $73.08 Unrealized
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value ($000) $37 Shares 3,231 Est. Cost $13.93 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $37 Shares 2,987 Est. Cost $12.13 Unrealized -8.5%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $37 Shares 675 Est. Cost $67.62 Unrealized -13.5%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value ($000) $37 Shares 766 Est. Cost $50.07 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $37 Shares 800 Est. Cost $46.27 Unrealized +11.8%
O REALTY INCOME CORP COM 0.0%
Value ($000) $37 Shares 734 Est. Cost $43.10 Unrealized +16.4%
GLW CORNING INC COM 0.0%
Value ($000) $37 Shares 1,200 Est. Cost $31.66 Unrealized -3.0%
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $36 Shares 1,190 Est. Cost $27.96 Unrealized -0.9%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $36 Shares 500 Est. Cost $73.31 Unrealized
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $35 Shares 81 Est. Cost $302.09 Unrealized +37.6%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $35 Shares 153 Est. Cost $192.46 Unrealized +19.5%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $35 Shares 1,890 Est. Cost $77.57 Unrealized -69.9%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $35 Shares 84 Est. Cost $340.73 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $33 Shares 295 Est. Cost $128.99 Unrealized -8.7%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $33 Shares 112 Est. Cost $255.58 Unrealized +22.2%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $33 Shares 200 Est. Cost $141.02 Unrealized +13.3%
SRVR PACER DATA & INFRASTRUCTURE REAL ESTATE ETF 0.0%
Value ($000) $32 Shares 1,250 Est. Cost $28.80 Unrealized
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.0%
Value ($000) $32 Shares 827 Est. Cost $43.48 Unrealized
KELLANOVA COM 0.0%
Value ($000) $32 Shares 538 Est. Cost $56.89 Unrealized -3.5%
EAT BRINKER INTL INC COM 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $36.43 Unrealized -3.9%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $31 Shares 150 Est. Cost $206.19 Unrealized +0.3%
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value ($000) $31 Shares 624 Est. Cost $48.02 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $31 Shares 45 Est. Cost $430.55 Unrealized +64.6%
SMLF ISHARES U.S. SMALLCAP EQUITY FACTOR ETF 0.0%
Value ($000) $31 Shares 601 Est. Cost $50.78 Unrealized
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $31 Shares 200 Est. Cost $56.96 Unrealized +16.4%
REG REGENCY CTRS CORP COM 0.0%
Value ($000) $31 Shares 520 Est. Cost $57.15 Unrealized 0.0%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $31 Shares 200 Est. Cost $134.37 Unrealized +1.8%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $30 Shares 262 Est. Cost $86.05 Unrealized +30.4%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $30 Shares 147 Est. Cost $30.84 Unrealized +34.8%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $30 Shares 36 Est. Cost $594.84 Unrealized +31.4%
SAP SAP SE SPON ADR 0.0%
Value ($000) $29 Shares 227 Est. Cost $119.70 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $29 Shares 3,953 Est. Cost $8.85 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $29 Shares 74 Est. Cost $387.05 Unrealized -1.3%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $28 Shares 276 Est. Cost $105.05 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $28 Shares 55 Est. Cost $387.43 Unrealized +28.7%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $28 Shares 173 Est. Cost $162.02 Unrealized
ILF ISHARES LATIN AMERICA 40 ETF 0.0%
Value ($000) $27 Shares 1,073 Est. Cost $22.95 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $27 Shares 470 Est. Cost $66.60 Unrealized -10.7%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $27 Shares 891 Est. Cost $26.08 Unrealized +17.4%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $27 Shares 587 Est. Cost $49.60 Unrealized
CLEARBRIDGE MLP AND MIDSTRM FD COM 0.0%
Value ($000) $27 Shares 767 Est. Cost $32.15 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $26 Shares 60 Est. Cost $364.05 Unrealized +15.8%
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.0%
Value ($000) $26 Shares 1,500 Est. Cost $17.33 Unrealized
DVYA ISHARES ASIA/PACIFIC DIVIDEND ETF 0.0%
Value ($000) $26 Shares 806 Est. Cost $33.66 Unrealized
BOND PIMCO ACTIVE BOND ETF 0.0%
Value ($000) $26 Shares 293 Est. Cost $103.96 Unrealized
CI THE CIGNA GROUP COM 0.0%
Value ($000) $26 Shares 90 Est. Cost $230.25 Unrealized +18.5%
RGR STURM RUGER & CO INC COM 0.0%
Value ($000) $26 Shares 493 Est. Cost $57.77 Unrealized -9.1%
BBEU JPMORGAN BETABUILDERS EUROPE ETF 0.0%
Value ($000) $25 Shares 501 Est. Cost $53.38 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $25 Shares 752 Est. Cost $32.45 Unrealized -6.0%
ETSY ETSY INC COM 0.0%
Value ($000) $25 Shares 391 Est. Cost $150.12 Unrealized -47.5%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $25 Shares 103 Est. Cost $252.43 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $25 Shares 485 Est. Cost $53.64 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $25 Shares 97 Est. Cost $231.84 Unrealized +11.4%
NOV NOV INC COM 0.0%
Value ($000) $25 Shares 1,200 Est. Cost $18.82 Unrealized +5.6%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $25 Shares 282 Est. Cost $102.85 Unrealized
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $25 Shares 600 Est. Cost $43.42 Unrealized -7.6%
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $25 Shares 487 Est. Cost $55.21 Unrealized
XPHDX PIONEER FLOATING RATE FUND INC COM 0.0%
Value ($000) $24 Shares 2,700 Est. Cost $10.37 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $24 Shares 671 Est. Cost $35.91 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $24 Shares 185 Est. Cost $143.20 Unrealized -2.3%
MAT MATTEL INC COM 0.0%
Value ($000) $24 Shares 1,100 Est. Cost $21.32 Unrealized +0.2%
PCG PG&E CORP COM 0.0%
Value ($000) $24 Shares 1,500 Est. Cost $27.14 Unrealized -37.4%
MAGA POINT BRIDGE AMERICA FIRST ETF 0.0%
Value ($000) $24 Shares 633 Est. Cost $35.24 Unrealized
HIBBETT INC COM 0.0%
Value ($000) $24 Shares 500 Est. Cost $86.00 Unrealized
CTAS CINTAS CORP COM 0.0%
Value ($000) $24 Shares 49 Est. Cost $80.93 Unrealized +50.8%
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $23 Shares 310 Est. Cost $75.47 Unrealized
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $23 Shares 346 Est. Cost $79.44 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $23 Shares 477 Est. Cost $54.27 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $23 Shares 50 Est. Cost $469.45 Unrealized 0.0%
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value ($000) $23 Shares 1,660 Est. Cost $19.68 Unrealized -15.8%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $23 Shares 389 Est. Cost $213.53 Unrealized -69.6%
VMWARE INC CL A COM 0.0%
Value ($000) $23 Shares 136 Est. Cost $166.48 Unrealized
URA GLOBAL X URANIUM ETF 0.0%
Value ($000) $22 Shares 825 Est. Cost $19.39 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $22 Shares 290 Est. Cost $42.88 Unrealized +64.5%
CRUS CIRRUS LOGIC INC COM 0.0%
Value ($000) $22 Shares 300 Est. Cost $77.49 Unrealized +0.8%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $22 Shares 320 Est. Cost $71.93 Unrealized +0.8%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $22 Shares 808 Est. Cost $22.44 Unrealized +20.9%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $22 Shares 293 Est. Cost $60.29 Unrealized +37.5%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $22 Shares 300 Est. Cost $61.74 Unrealized +15.1%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $22 Shares 545 Est. Cost $69.82 Unrealized
ECOW PACER EMERGING MARKETS CASH COWS 100 ETF 0.0%
Value ($000) $22 Shares 1,127 Est. Cost $18.45 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $22 Shares 124 Est. Cost $192.47 Unrealized -9.1%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $21 Shares 956 Est. Cost $39.20 Unrealized
FOX FOX CORP CL B COM 0.0%
Value ($000) $21 Shares 735 Est. Cost $30.87 Unrealized -4.0%
BLACKROCK LTD DURATION INCOME COM SHS 0.0%
Value ($000) $21 Shares 1,618 Est. Cost $14.22 Unrealized
KEX KIRBY CORP COM 0.0%
Value ($000) $21 Shares 250 Est. Cost $60.05 Unrealized +34.6%
ECL ECOLAB INC COM 0.0%
Value ($000) $21 Shares 122 Est. Cost $161.56 Unrealized +9.7%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $21 Shares 711 Est. Cost $36.46 Unrealized -8.9%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $21 Shares 104 Est. Cost $138.32 Unrealized +40.3%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $20 Shares 201 Est. Cost $103.03 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $20 Shares 544 Est. Cost $38.03 Unrealized +2.6%
DOW DOW INC COM 0.0%
Value ($000) $20 Shares 388 Est. Cost $41.59 Unrealized +11.4%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $20 Shares 415 Est. Cost $56.71 Unrealized
BLACKSTONE SENI FLTN RAT 2027 COM 0.0%
Value ($000) $20 Shares 1,500 Est. Cost $13.25 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $20 Shares 367 Est. Cost $52.92 Unrealized
DIV GLOBAL X SUPERDIVIDEND US ETF 0.0%
Value ($000) $20 Shares 1,214 Est. Cost $19.73 Unrealized
FFBC FIRST FINL BANCORP OH COM 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $18.28 Unrealized +6.4%
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $20 Shares 228 Est. Cost $76.41 Unrealized -2.3%
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.0%
Value ($000) $19 Shares 869 Est. Cost $26.10 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $19 Shares 44 Est. Cost $271.16 Unrealized +53.7%
HASI HANNON ARMSTRONG SUST INFR CAP COM 0.0%
Value ($000) $19 Shares 875 Est. Cost $33.17 Unrealized -37.5%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $18 Shares 90 Est. Cost $196.68 Unrealized +2.4%
FTNT FORTINET INC COM 0.0%
Value ($000) $18 Shares 310 Est. Cost $56.29 Unrealized +17.6%
VIRTUS DIVIDEND INTEREST & PR COM 0.0%
Value ($000) $18 Shares 1,604 Est. Cost $13.72 Unrealized
HESS CORP COM 0.0%
Value ($000) $18 Shares 118 Est. Cost $128.84 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $18 Shares 297 Est. Cost $53.87 Unrealized
RSPS INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF 0.0%
Value ($000) $18 Shares 592 Est. Cost $56.35 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value ($000) $18 Shares 167 Est. Cost $102.46 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $18 Shares 567 Est. Cost $26.02 Unrealized
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.0%
Value ($000) $18 Shares 251 Est. Cost $62.02 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $17 Shares 637 Est. Cost $29.29 Unrealized -7.5%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $17 Shares 102 Est. Cost $192.14 Unrealized -0.4%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $17 Shares 465 Est. Cost $39.48 Unrealized +7.2%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $17 Shares 75 Est. Cost $183.36 Unrealized +19.5%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $17 Shares 265 Est. Cost $34.51 Unrealized +12.2%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $17 Shares 111 Est. Cost $86.26 Unrealized +53.7%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $17 Shares 100 Est. Cost $141.83 Unrealized +9.6%
ROST ROSS STORES INC COM 0.0%
Value ($000) $17 Shares 148 Est. Cost $108.39 Unrealized +3.2%
RFV INVESCO S&P MIDCAP 400 PURE VALUE ETF 0.0%
Value ($000) $17 Shares 168 Est. Cost $87.39 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $16 Shares 100 Est. Cost $124.44 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $16 Shares 154 Est. Cost $111.84 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $16 Shares 542 Est. Cost $36.56 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $16 Shares 240 Est. Cost $65.15 Unrealized +2.2%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $16 Shares 535 Est. Cost $41.58 Unrealized
SENEA SENECA FOODS CORP NEW CL A 0.0%
Value ($000) $16 Shares 300 Est. Cost $49.38 Unrealized -9.3%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value ($000) $16 Shares 186 Est. Cost $91.87 Unrealized -4.4%
NNN NNN REIT INC COM 0.0%
Value ($000) $16 Shares 447 Est. Cost $43.92 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $16 Shares 114 Est. Cost $128.27 Unrealized +7.6%
RWL INVESCO S&P 500 REVENUE ETF 0.0%
Value ($000) $16 Shares 200 Est. Cost $53.33 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $15 Shares 103 Est. Cost $170.00 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $15 Shares 219 Est. Cost $58.55 Unrealized +14.8%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $15 Shares 208 Est. Cost $79.71 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $15 Shares 44 Est. Cost $251.16 Unrealized
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $15 Shares 1,060 Est. Cost $17.82 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $15 Shares 133 Est. Cost $131.39 Unrealized -5.5%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $15 Shares 223 Est. Cost $59.05 Unrealized
GOOD GLADSTONE COMMERCIAL CORP COM 0.0%
Value ($000) $15 Shares 1,200 Est. Cost $21.67 Unrealized
ISHARES IBONDS DEC 2023 TERM MUNI BOND ETF 0.0%
Value ($000) $15 Shares 571 Est. Cost $26.32 Unrealized
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF 0.0%
Value ($000) $15 Shares 565 Est. Cost $27.22 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $14 Shares 100 Est. Cost $175.43 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $14 Shares 73 Est. Cost $144.87 Unrealized +49.9%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $14 Shares 47 Est. Cost $401.48 Unrealized -13.9%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $14 Shares 175 Est. Cost $83.60 Unrealized
UVV UNIVERSAL CORP VA COM 0.0%
Value ($000) $14 Shares 300 Est. Cost $59.65 Unrealized -19.0%
UGI UGI CORP NEW COM 0.0%
Value ($000) $14 Shares 614 Est. Cost $40.00 Unrealized -38.0%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $14 Shares 215 Est. Cost $73.21 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $14 Shares 98 Est. Cost $92.26 Unrealized +59.5%
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $14 Shares 402 Est. Cost $39.80 Unrealized
BBY BEST BUY INC COM 0.0%
Value ($000) $14 Shares 200 Est. Cost $79.42 Unrealized -13.5%
WSO WATSCO INC COM 0.0%
Value ($000) $14 Shares 36 Est. Cost $293.75 Unrealized +23.1%
LEVI LEVI STRAUSS & CO NEW CL A COM STK 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $23.85 Unrealized -45.6%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $14 Shares 187 Est. Cost $68.88 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $13 Shares 453 Est. Cost $15.67 Unrealized +88.5%
RUM RUMBLE INC COM CL A 0.0%
Value ($000) $13 Shares 2,600 Est. Cost $9.42 Unrealized -20.7%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $13 Shares 117 Est. Cost $111.19 Unrealized +1.6%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $13 Shares 66 Est. Cost $354.05 Unrealized -37.2%
SCHK SCHWAB 1000 INDEX ETF 0.0%
Value ($000) $13 Shares 312 Est. Cost $41.30 Unrealized
FLEETCOR TECHNOLOGIES INC COM 0.0%
Value ($000) $13 Shares 50 Est. Cost $280.00 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $13 Shares 94 Est. Cost $164.73 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $13 Shares 5 Est. Cost $2056.62 Unrealized +22.0%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $13 Shares 29 Est. Cost $360.83 Unrealized +21.0%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $13 Shares 334 Est. Cost $48.91 Unrealized -17.9%
ICLR ICON PLC SHS 0.0%
Value ($000) $13 Shares 51 Est. Cost $222.55 Unrealized +13.2%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $12 Shares 162 Est. Cost $74.43 Unrealized +11.3%
MSOS ADVISORSHARES PURE US CANNABIS ETF 0.0%
Value ($000) $12 Shares 1,564 Est. Cost $5.69 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $12 Shares 233 Est. Cost $61.59 Unrealized -3.9%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $12 Shares 116 Est. Cost $113.38 Unrealized +18.2%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $12 Shares 67 Est. Cost $89.55 Unrealized
XSW SPDR S&P SOFTWARE & SERVICES ETF 0.0%
Value ($000) $12 Shares 97 Est. Cost $155.46 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $101.00 Unrealized +6.8%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $12 Shares 814 Est. Cost $20.96 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $12 Shares 115 Est. Cost $147.24 Unrealized -24.2%
IAT ISHARES U.S. REGIONAL BANKS ETF 0.0%
Value ($000) $12 Shares 351 Est. Cost $33.60 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $12 Shares 200 Est. Cost $70.50 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 0.0%
Value ($000) $12 Shares 117 Est. Cost $101.06 Unrealized
PIPR PIPER SANDLER COMPANIES COM 0.0%
Value ($000) $12 Shares 80 Est. Cost $130.65 Unrealized +10.6%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $11 Shares 42 Est. Cost $257.74 Unrealized +8.6%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $11 Shares 128 Est. Cost $99.37 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $11 Shares 179 Est. Cost $68.60 Unrealized
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $11 Shares 323 Est. Cost $43.96 Unrealized -20.7%
WOLFSPEED INC COM 0.0%
Value ($000) $11 Shares 294 Est. Cost $97.80 Unrealized
CAVA CAVA GROUP INC COM 0.0%
Value ($000) $11 Shares 364 Est. Cost $43.11 Unrealized +1.2%
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.0%
Value ($000) $11 Shares 100 Est. Cost $52.42 Unrealized
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $11 Shares 326 Est. Cost $32.44 Unrealized
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $11 Shares 63 Est. Cost $158.22 Unrealized
BNTX BIONTECH SE SPONSORED ADS 0.0%
Value ($000) $11 Shares 100 Est. Cost $150.00 Unrealized
BUNGE LIMITED COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $40.00 Unrealized
CPRT COPART INC COM 0.0%
Value ($000) $11 Shares 250 Est. Cost $39.23 Unrealized +13.3%
STT STATE STR CORP COM 0.0%
Value ($000) $11 Shares 160 Est. Cost $71.66 Unrealized -9.4%
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 0.0%
Value ($000) $11 Shares 288 Est. Cost $37.31 Unrealized
GIB CGI INC CL A SUB VTG 0.0%
Value ($000) $11 Shares 107 Est. Cost $89.37 Unrealized +13.7%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $10 Shares 180 Est. Cost $47.17 Unrealized +15.3%
LIN LINDE PLC SHS 0.0%
Value ($000) $10 Shares 28 Est. Cost $322.30 Unrealized +14.5%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $10 Shares 152 Est. Cost $64.73 Unrealized +2.4%
KMX CARMAX INC COM 0.0%
Value ($000) $10 Shares 145 Est. Cost $70.26 Unrealized +16.6%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.0%
Value ($000) $10 Shares 338 Est. Cost $35.50 Unrealized
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $10 Shares 230 Est. Cost $34.78 Unrealized +25.9%
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value ($000) $10 Shares 1,249 Est. Cost $7.05 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $10 Shares 116 Est. Cost $95.39 Unrealized
KVUE KENVUE INC COM 0.0%
Value ($000) $10 Shares 500 Est. Cost $21.04 Unrealized 0.0%
BNY MELLON MUN BD INFRASTRUCTU COM SHS 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $15.00 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $10 Shares 231 Est. Cost $40.35 Unrealized +3.7%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $10 Shares 131 Est. Cost $23.45 Unrealized +27.5%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $10 Shares 131 Est. Cost $58.21 Unrealized +30.3%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $10 Shares 138 Est. Cost $148.39 Unrealized -47.8%
GWRE GUIDEWIRE SOFTWARE INC COM 0.0%
Value ($000) $10 Shares 108 Est. Cost $72.71 Unrealized +14.8%
LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $10 Shares 279 Est. Cost $47.62 Unrealized
SMLV SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $10 Shares 98 Est. Cost $93.44 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $10 Shares 73 Est. Cost $160.72 Unrealized -7.8%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $80.00 Unrealized +14.0%
ENR ENERGIZER HLDGS INC NEW COM 0.0%
Value ($000) $10 Shares 300 Est. Cost $29.35 Unrealized +4.1%
COHEN & STEERS REIT & PFD & IN COM 0.0%
Value ($000) $10 Shares 560 Est. Cost $26.79 Unrealized
TPL TEXAS PACIFIC LAND CORPORATION COM 0.0%
Value ($000) $10 Shares 5 Est. Cost $183.20 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $10 Shares 47 Est. Cost $147.11 Unrealized +33.1%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $10 Shares 352 Est. Cost $35.75 Unrealized -13.6%
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $9 Shares 112 Est. Cost $73.32 Unrealized +18.8%
BLACKROCK TAX MUNICPAL BD TR SHS 0.0%
Value ($000) $9 Shares 609 Est. Cost $24.12 Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $9 Shares 111 Est. Cost $90.65 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $9 Shares 75 Est. Cost $92.18 Unrealized +38.0%
AZZ AZZ INC COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $47.59 Unrealized -6.0%
FPXI FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF 0.0%
Value ($000) $9 Shares 237 Est. Cost $39.70 Unrealized
AL AIR LEASE CORP CL A 0.0%
Value ($000) $9 Shares 230 Est. Cost $35.00 Unrealized +12.6%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $9 Shares 150 Est. Cost $51.44 Unrealized +21.2%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $9 Shares 480 Est. Cost $16.67 Unrealized
ING ING GROEP N.V. SPONSORED ADR 0.0%
Value ($000) $9 Shares 685 Est. Cost $11.87 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $9 Shares 62 Est. Cost $73.12 Unrealized +97.6%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $9 Shares 114 Est. Cost $76.98 Unrealized +5.0%
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value ($000) $9 Shares 519 Est. Cost $16.01 Unrealized
PDP INVESCO DORSEY WRIGHT MOMENTUM ETF 0.0%
Value ($000) $9 Shares 114 Est. Cost $53.09 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $9 Shares 12 Est. Cost $654.41 Unrealized +12.5%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $9 Shares 45 Est. Cost $254.60 Unrealized
RSPR INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF 0.0%
Value ($000) $9 Shares 306 Est. Cost $39.40 Unrealized
AER AERCAP HOLDINGS NV SHS 0.0%
Value ($000) $9 Shares 139 Est. Cost $58.91 Unrealized +5.2%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $9 Shares 178 Est. Cost $55.44 Unrealized -11.6%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $9 Shares 441 Est. Cost $10.68 Unrealized +44.9%
LXP INDUSTRIAL TRUST COM 0.0%
Value ($000) $9 Shares 963 Est. Cost $10.39 Unrealized
MANH MANHATTAN ASSOCIATES INC COM 0.0%
Value ($000) $8 Shares 43 Est. Cost $137.65 Unrealized +41.8%
EBF ENNIS INC COM 0.0%
Value ($000) $8 Shares 400 Est. Cost $12.82 Unrealized +30.9%
NUS NU SKIN ENTERPRISES INC CL A 0.0%
Value ($000) $8 Shares 400 Est. Cost $37.20 Unrealized -35.7%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $8 Shares 73 Est. Cost $157.87 Unrealized -26.5%
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $8 Shares 207 Est. Cost $36.06 Unrealized +13.2%
ULVM VICTORYSHARES US VALUE MOMENTUM ETF 0.0%
Value ($000) $8 Shares 135 Est. Cost $74.07 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $8 Shares 270 Est. Cost $30.58 Unrealized 0.0%
MGY MAGNOLIA OIL & GAS CORP CL A 0.0%
Value ($000) $8 Shares 362 Est. Cost $22.20 Unrealized +0.7%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $8 Shares 1,834 Est. Cost $4.55 Unrealized
RIG TRANSOCEAN LTD REG SHS 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $3.80 Unrealized +114.8%
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $8 Shares 179 Est. Cost $29.50 Unrealized +6.5%
MTB M & T BK CORP COM 0.0%
Value ($000) $8 Shares 64 Est. Cost $139.79 Unrealized -13.8%
ADSK AUTODESK INC COM 0.0%
Value ($000) $8 Shares 39 Est. Cost $197.27 Unrealized +6.5%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $8 Shares 146 Est. Cost $71.54 Unrealized
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $8 Shares 59 Est. Cost $157.87 Unrealized -10.5%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $8 Shares 65 Est. Cost $88.37 Unrealized +16.9%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $8 Shares 72 Est. Cost $105.29 Unrealized -2.0%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $8 Shares 158 Est. Cost $46.25 Unrealized
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $8 Shares 113 Est. Cost $76.02 Unrealized +2.7%
CIA PARANAENSE ENERG SPON ADS 0.0%
Value ($000) $8 Shares 876 Est. Cost $6.72 Unrealized
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $8 Shares 174 Est. Cost $17.97 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $8 Shares 433 Est. Cost $11.78 Unrealized +36.6%
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.0%
Value ($000) $8 Shares 85 Est. Cost $58.82 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $7 Shares 61 Est. Cost $107.19 Unrealized +21.1%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $7 Shares 115 Est. Cost $57.79 Unrealized +4.3%
XPO XPO INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $39.69 Unrealized +73.9%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $7 Shares 71 Est. Cost $109.85 Unrealized
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $7 Shares 122 Est. Cost $65.57 Unrealized
IEO ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value ($000) $7 Shares 75 Est. Cost $97.53 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $7 Shares 79 Est. Cost $90.12 Unrealized +1.6%
HEI HEICO CORP NEW COM 0.0%
Value ($000) $7 Shares 45 Est. Cost $168.38 Unrealized +0.8%
DHT DHT HOLDINGS INC SHS NEW 0.0%
Value ($000) $7 Shares 700 Est. Cost $7.35 Unrealized +6.3%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $7 Shares 35 Est. Cost $190.82 Unrealized +12.0%
BERRY GLOBAL GROUP INC COM 0.0%
Value ($000) $7 Shares 114 Est. Cost $61.91 Unrealized
AGZ ISHARES AGENCY BOND ETF 0.0%
Value ($000) $7 Shares 66 Est. Cost $110.02 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $7 Shares 184 Est. Cost $41.23 Unrealized -9.7%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $7 Shares 15 Est. Cost $465.29 Unrealized +7.9%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $7 Shares 72 Est. Cost $83.02 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $7 Shares 8 Est. Cost $610.68 Unrealized +22.8%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $7 Shares 139 Est. Cost $48.89 Unrealized
VTS VITESSE ENERGY INC COMMON STOCK 0.0%
Value ($000) $7 Shares 290 Est. Cost $23.47 Unrealized 0.0%
HLI HOULIHAN LOKEY INC CL A 0.0%
Value ($000) $7 Shares 61 Est. Cost $88.13 Unrealized +12.8%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $6 Shares 130 Est. Cost $52.82 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC SHS CL A 0.0%
Value ($000) $6 Shares 378 Est. Cost $29.10 Unrealized
DWM WISDOMTREE INTERNATIONAL EQUITY FUND 0.0%
Value ($000) $6 Shares 133 Est. Cost $52.38 Unrealized
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $6 Shares 80 Est. Cost $74.00 Unrealized 0.0%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $6 Shares 36 Est. Cost $150.49 Unrealized +27.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $6 Shares 7 Est. Cost $48.41 Unrealized +29.6%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $6 Shares 207 Est. Cost $25.86 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $6 Shares 2 Est. Cost $1888.10 Unrealized +57.8%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $6 Shares 111 Est. Cost $78.15 Unrealized -30.4%
SPSC SPS COMM INC COM 0.0%
Value ($000) $6 Shares 36 Est. Cost $141.89 Unrealized +25.1%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $6 Shares 82 Est. Cost $66.08 Unrealized
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR 0.0%
Value ($000) $6 Shares 262 Est. Cost $22.73 Unrealized
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value ($000) $6 Shares 39 Est. Cost $121.75 Unrealized +18.1%
CAKE CHEESECAKE FACTORY INC COM 0.0%
Value ($000) $6 Shares 201 Est. Cost $34.40 Unrealized -8.8%
NTAP NETAPP INC COM 0.0%
Value ($000) $6 Shares 80 Est. Cost $64.14 Unrealized +14.6%
HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW 0.0%
Value ($000) $6 Shares 231 Est. Cost $38.96 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value ($000) $6 Shares 37 Est. Cost $140.86 Unrealized +15.9%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $6 Shares 45 Est. Cost $127.24 Unrealized +3.2%
ESLT ELBIT SYS LTD ORD 0.0%
Value ($000) $6 Shares 30 Est. Cost $166.13 Unrealized +20.8%
W WAYFAIR INC CL A 0.0%
Value ($000) $6 Shares 98 Est. Cost $94.70 Unrealized -26.6%
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $6.47 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $6 Shares 75 Est. Cost $101.11 Unrealized
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.0%
Value ($000) $6 Shares 100 Est. Cost $75.70 Unrealized -17.4%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $6 Shares 158 Est. Cost $34.39 Unrealized -2.6%
ARKW ARK NEXT GENERATION INTERNET ETF 0.0%
Value ($000) $6 Shares 105 Est. Cost $53.92 Unrealized
SPLUNK INC COM 0.0%
Value ($000) $6 Shares 38 Est. Cost $134.77 Unrealized
ALC ALCON AG ORD SHS 0.0%
Value ($000) $6 Shares 72 Est. Cost $69.61 Unrealized +17.3%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $6 Shares 145 Est. Cost $54.09 Unrealized
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $5 Shares 1,106 Est. Cost $11.30 Unrealized
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value ($000) $5 Shares 77 Est. Cost $72.65 Unrealized -7.4%
GRFS GRIFOLS S A SP ADR REP B NVT 0.0%
Value ($000) $5 Shares 599 Est. Cost $7.37 Unrealized
CLEARBRIDGE MLP AND MIDSTRM TR COM 0.0%
Value ($000) $5 Shares 169 Est. Cost $26.17 Unrealized
XYL XYLEM INC COM 0.0%
Value ($000) $5 Shares 59 Est. Cost $102.49 Unrealized -2.2%
CLEARBRIDGE ENERGY MIDSTRM OPP COM 0.0%
Value ($000) $5 Shares 169 Est. Cost $25.98 Unrealized
ANSYS INC COM 0.0%
Value ($000) $5 Shares 18 Est. Cost $332.78 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.0%
Value ($000) $5 Shares 356 Est. Cost $19.66 Unrealized
GOLF ACUSHNET HLDGS CORP COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.82 Unrealized +10.6%
TILRAY BRANDS INC COM 0.0%
Value ($000) $5 Shares 2,214 Est. Cost $5.91 Unrealized
CATALENT INC COM 0.0%
Value ($000) $5 Shares 116 Est. Cost $99.47 Unrealized
TRI THOMSON REUTERS CORP. COM 0.0%
Value ($000) $5 Shares 43 Est. Cost $123.61 Unrealized +0.8%
PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 0.0%
Value ($000) $5 Shares 350 Est. Cost $11.43 Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $5 Shares 142 Est. Cost $32.58 Unrealized +35.7%
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $5 Shares 384 Est. Cost $14.49 Unrealized
PPI AXS ASTORIA INFLATION SENSITIVE ETF 0.0%
Value ($000) $5 Shares 200 Est. Cost $30.00 Unrealized
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $5 Shares 300 Est. Cost $17.08 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $5 Shares 45 Est. Cost $119.72 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $5 Shares 100 Est. Cost $55.45 Unrealized -11.7%
HMC HONDA MOTOR LTD ADR ECH CNV IN 3 0.0%
Value ($000) $5 Shares 150 Est. Cost $30.31 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $5 Shares 94 Est. Cost $47.39 Unrealized +19.9%
AOS SMITH A O CORP COM 0.0%
Value ($000) $5 Shares 75 Est. Cost $63.67 Unrealized +6.9%
EBAY EBAY INC. COM 0.0%
Value ($000) $5 Shares 112 Est. Cost $47.97 Unrealized -11.0%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $96.72 Unrealized +1.4%
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $5 Shares 18 Est. Cost $215.12 Unrealized +16.3%
BCPC BALCHEM CORP COM 0.0%
Value ($000) $5 Shares 39 Est. Cost $127.20 Unrealized +2.8%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $5 Shares 231 Est. Cost $25.94 Unrealized -11.5%
USAC USA COMPRESSION PARTNERS LP COMUNIT LTDPAR 0.0%
Value ($000) $5 Shares 200 Est. Cost $19.74 Unrealized
TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF 0.0%
Value ($000) $5 Shares 160 Est. Cost $28.91 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $5 Shares 42 Est. Cost $116.26 Unrealized +5.9%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $109.76 Unrealized
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $5 Shares 39 Est. Cost $118.17 Unrealized -4.4%
SDG ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF 0.0%
Value ($000) $5 Shares 62 Est. Cost $91.30 Unrealized
GLDM SPDR GOLD MINISHARES TRUST 0.0%
Value ($000) $5 Shares 126 Est. Cost $32.50 Unrealized
FTI TECHNIPFMC PLC COM 0.0%
Value ($000) $5 Shares 227 Est. Cost $7.73 Unrealized +139.8%
XPEV XPENG INC ADS 0.0%
Value ($000) $5 Shares 250 Est. Cost $12.00 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $5 Shares 83 Est. Cost $63.53 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $5 Shares 28 Est. Cost $160.96 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $5 Shares 88 Est. Cost $29.45 Unrealized +75.0%
ZIMVIE INC COM 0.0%
Value ($000) $4 Shares 476 Est. Cost $16.08 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $136.28 Unrealized +25.0%
PRI PRIMERICA INC COM 0.0%
Value ($000) $4 Shares 23 Est. Cost $163.90 Unrealized +24.9%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $4 Shares 22 Est. Cost $212.03 Unrealized -10.5%
IFGL ISHARES INTERNATIONAL DEVELOPED REAL ESTATE ETF 0.0%
Value ($000) $4 Shares 233 Est. Cost $30.49 Unrealized
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $179.28 Unrealized
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 59 Est. Cost $58.53 Unrealized +20.9%
ROAD CONSTRUCTION PARTNERS INC COM CL A 0.0%
Value ($000) $4 Shares 121 Est. Cost $27.23 Unrealized +21.2%
ACWX ISHARES MSCI ACWI EX U.S. ETF 0.0%
Value ($000) $4 Shares 94 Est. Cost $45.83 Unrealized
SHAK SHAKE SHACK INC CL A 0.0%
Value ($000) $4 Shares 76 Est. Cost $55.18 Unrealized +28.8%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $4 Shares 35 Est. Cost $104.13 Unrealized +14.6%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $4 Shares 40 Est. Cost $89.56 Unrealized +22.3%
USO UNITED STATES OIL FUND LP 0.0%
Value ($000) $4 Shares 54 Est. Cost $80.85 Unrealized
RDY DR REDDYS LABS LTD ADR 0.0%
Value ($000) $4 Shares 65 Est. Cost $56.92 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $4 Shares 28 Est. Cost $123.77 Unrealized +8.4%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $4 Shares 80 Est. Cost $49.10 Unrealized +19.2%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $4 Shares 140 Est. Cost $24.17 Unrealized +27.5%
WIT WIPRO LTD SPON ADR 1 SH 0.0%
Value ($000) $4 Shares 894 Est. Cost $4.49 Unrealized
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value ($000) $4 Shares 100 Est. Cost $35.60 Unrealized
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $4 Shares 32 Est. Cost $130.65 Unrealized +5.5%
PPLT ABRDN PHYSICAL PLATINUM SHARES ETF 0.0%
Value ($000) $4 Shares 51 Est. Cost $98.04 Unrealized
PRGO PERRIGO CO PLC SHS 0.0%
Value ($000) $4 Shares 133 Est. Cost $44.50 Unrealized -20.9%
RBC RBC BEARINGS INC COM 0.0%
Value ($000) $4 Shares 18 Est. Cost $230.34 Unrealized -1.5%
RLI RLI CORP COM 0.0%
Value ($000) $4 Shares 31 Est. Cost $60.52 Unrealized +2.0%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $4 Shares 26 Est. Cost $191.84 Unrealized -12.6%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $4 Shares 28 Est. Cost $147.01 Unrealized +2.1%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $4 Shares 50 Est. Cost $79.01 Unrealized
ONLN PROSHARES ONLINE RETAIL ETF 0.0%
Value ($000) $4 Shares 135 Est. Cost $30.92 Unrealized
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $4 Shares 60 Est. Cost $93.79 Unrealized -25.5%
ALTERYX INC COM CL A 0.0%
Value ($000) $4 Shares 110 Est. Cost $44.40 Unrealized
AIN ALBANY INTL CORP CL A 0.0%
Value ($000) $4 Shares 48 Est. Cost $96.93 Unrealized -9.2%
IRBTQ IROBOT CORP COM 0.0%
Value ($000) $4 Shares 109 Est. Cost $85.20 Unrealized -52.9%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $4 Shares 36 Est. Cost $104.74 Unrealized +10.1%
FISKER INC CL A COM STK 0.0%
Value ($000) $4 Shares 634 Est. Cost $7.91 Unrealized
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value ($000) $4 Shares 68 Est. Cost $58.82 Unrealized
MARATHON OIL CORP COM 0.0%
Value ($000) $4 Shares 150 Est. Cost $14.89 Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $4 Shares 46 Est. Cost $78.58 Unrealized +10.3%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $4 Shares 120 Est. Cost $35.25 Unrealized -1.7%
QDEL QUIDELORTHO CORP COM 0.0%
Value ($000) $4 Shares 54 Est. Cost $91.15 Unrealized -12.4%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $4 Shares 53 Est. Cost $75.65 Unrealized +3.1%
HUBS HUBSPOT INC COM 0.0%
Value ($000) $4 Shares 8 Est. Cost $364.93 Unrealized +43.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $4 Shares 58 Est. Cost $62.97 Unrealized +5.5%
WNS HLDGS LTD SPON ADR 0.0%
Value ($000) $4 Shares 57 Est. Cost $93.17 Unrealized
FNDA SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF 0.0%
Value ($000) $4 Shares 80 Est. Cost $54.00 Unrealized
HEI/A HEICO CORP NEW CL A 0.0%
Value ($000) $4 Shares 30 Est. Cost $132.08 Unrealized +2.4%
EQNR EQUINOR ASA SPONSORED ADR 0.0%
Value ($000) $4 Shares 118 Est. Cost $33.90 Unrealized
IONS IONIS PHARMACEUTICALS INC COM 0.0%
Value ($000) $4 Shares 85 Est. Cost $43.66 Unrealized -5.5%
ALGT ALLEGIANT TRAVEL CO COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $70.51 Unrealized +41.2%
USVM VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF 0.0%
Value ($000) $4 Shares 59 Est. Cost $67.80 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $4 Shares 118 Est. Cost $32.94 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $4 Shares 12 Est. Cost $294.98 Unrealized +13.2%
WING WINGSTOP INC COM 0.0%
Value ($000) $4 Shares 21 Est. Cost $164.19 Unrealized +5.2%
NSP INSPERITY INC COM 0.0%
Value ($000) $4 Shares 38 Est. Cost $106.98 Unrealized -9.8%
ZROZ PIMCO 25 YEAR ZERO COUPON US TREASURY INDEX ETF 0.0%
Value ($000) $4 Shares 51 Est. Cost $117.09 Unrealized
GL GLOBE LIFE INC COM 0.0%
Value ($000) $4 Shares 34 Est. Cost $114.62 Unrealized -4.5%
HE HAWAIIAN ELEC INDUSTRIES COM 0.0%
Value ($000) $4 Shares 300 Est. Cost $39.36 Unrealized -38.2%
FIZZ NATIONAL BEVERAGE CORP COM 0.0%
Value ($000) $4 Shares 78 Est. Cost $43.48 Unrealized +8.2%
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $158.60 Unrealized -23.6%
PCTY PAYLOCITY HLDG CORP COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $182.25 Unrealized +10.2%
RPV INVESCO S&P 500 PURE VALUE ETF 0.0%
Value ($000) $4 Shares 48 Est. Cost $53.88 Unrealized
KOF COCA-COLA FEMSA SAB DE CV SPONSORD ADR REP 0.0%
Value ($000) $4 Shares 45 Est. Cost $80.47 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $4 Shares 423 Est. Cost $5.73 Unrealized
IEP ICAHN ENTERPRISES LP DEPOSITARY UNIT 0.0%
Value ($000) $3 Shares 177 Est. Cost $47.91 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC COM 0.0%
Value ($000) $3 Shares 55 Est. Cost $67.06 Unrealized
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $3 Shares 86 Est. Cost $37.07 Unrealized +11.8%
RIOT RIOT PLATFORMS INC COM 0.0%
Value ($000) $3 Shares 363 Est. Cost $13.77 Unrealized 0.0%
S SENTINELONE INC CL A 0.0%
Value ($000) $3 Shares 200 Est. Cost $27.93 Unrealized -43.4%
HQY HEALTHEQUITY INC COM 0.0%
Value ($000) $3 Shares 46 Est. Cost $60.73 Unrealized +11.2%
FAF FIRST AMERN FINL CORP COM 0.0%
Value ($000) $3 Shares 59 Est. Cost $51.78 Unrealized +6.5%
FAST FASTENAL CO COM 0.0%
Value ($000) $3 Shares 61 Est. Cost $23.90 Unrealized +12.2%
THO THOR INDS INC COM 0.0%
Value ($000) $3 Shares 35 Est. Cost $82.93 Unrealized +19.6%
LOGI LOGITECH INTL S A SHS 0.0%
Value ($000) $3 Shares 48 Est. Cost $54.25 Unrealized +18.6%
GSHD GOOSEHEAD INS INC COM CL A 0.0%
Value ($000) $3 Shares 44 Est. Cost $43.41 Unrealized +54.5%
WDFC WD 40 CO COM 0.0%
Value ($000) $3 Shares 16 Est. Cost $164.32 Unrealized +24.9%
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $3 Shares 146 Est. Cost $13.45 Unrealized +70.6%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $3 Shares 116 Est. Cost $32.34 Unrealized
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $92.85 Unrealized +100.9%
BRCC BRC INC COM CL A 0.0%
Value ($000) $3 Shares 900 Est. Cost $5.29 Unrealized -16.6%
BIDU BAIDU INC SPON ADR REP A 0.0%
Value ($000) $3 Shares 24 Est. Cost $141.90 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $3 Shares 61 Est. Cost $47.13 Unrealized +11.3%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $3 Shares 200 Est. Cost $17.23 Unrealized -7.6%
ASND ASCENDIS PHARMA A/S SPONSORED ADR 0.0%
Value ($000) $3 Shares 34 Est. Cost $107.21 Unrealized
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $3 Shares 81 Est. Cost $37.88 Unrealized +14.4%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $3 Shares 55 Est. Cost $62.97 Unrealized 0.0%
BMI BADGER METER INC COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $114.59 Unrealized +35.6%
GOGO GOGO INC COM 0.0%
Value ($000) $3 Shares 264 Est. Cost $14.86 Unrealized -7.0%
GGG GRACO INC COM 0.0%
Value ($000) $3 Shares 43 Est. Cost $66.84 Unrealized +14.5%
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF 0.0%
Value ($000) $3 Shares 49 Est. Cost $71.64 Unrealized
TDC TERADATA CORP DEL COM 0.0%
Value ($000) $3 Shares 69 Est. Cost $33.76 Unrealized +45.0%
POR PORTLAND GEN ELEC CO COM NEW 0.0%
Value ($000) $3 Shares 75 Est. Cost $41.78 Unrealized -3.2%
VERX VERTEX INC CL A 0.0%
Value ($000) $3 Shares 131 Est. Cost $15.42 Unrealized +33.5%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $123.69 Unrealized 0.0%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $3 Shares 16 Est. Cost $171.96 Unrealized +0.8%
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.0%
Value ($000) $3 Shares 72 Est. Cost $37.96 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $177.79 Unrealized +30.6%
ACIW ACI WORLDWIDE INC COM 0.0%
Value ($000) $3 Shares 125 Est. Cost $26.47 Unrealized -11.7%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $513.25 Unrealized -14.8%
NOW SERVICENOW INC COM 0.0%
Value ($000) $3 Shares 5 Est. Cost $85.45 Unrealized +33.5%
CRH CRH PLC ORD 0.0%
Value ($000) $3 Shares 51 Est. Cost $54.36 Unrealized 0.0%
INVH INVITATION HOMES INC COM 0.0%
Value ($000) $3 Shares 88 Est. Cost $28.21 Unrealized +11.2%
HASHICORP INC COM CL A 0.0%
Value ($000) $3 Shares 122 Est. Cost $57.38 Unrealized
SYNOVUS FINL CORP COM NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $50.00 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $3 Shares 280 Est. Cost $10.19 Unrealized -8.3%
IT GARTNER INC COM 0.0%
Value ($000) $3 Shares 8 Est. Cost $330.57 Unrealized +5.5%
WSC WILLSCOT MOBIL MINI HLDNG CORP COM CL A 0.0%
Value ($000) $3 Shares 66 Est. Cost $48.14 Unrealized -8.6%
APPF APPFOLIO INC COM CL A 0.0%
Value ($000) $3 Shares 15 Est. Cost $120.64 Unrealized +50.3%
SKT TANGER FACTORY OUTLET CTRS INC COM 0.0%
Value ($000) $3 Shares 121 Est. Cost $19.63 Unrealized
PINS PINTEREST INC CL A 0.0%
Value ($000) $3 Shares 100 Est. Cost $26.30 Unrealized +3.8%
RTO RENTOKIL INITIAL PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 72 Est. Cost $36.51 Unrealized
RGLD ROYAL GOLD INC COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $123.20 Unrealized -7.7%
COLD AMERICOLD REALTY TRUST INC COM 0.0%
Value ($000) $3 Shares 87 Est. Cost $28.45 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $3 Shares 60 Est. Cost $53.27 Unrealized
HL HECLA MNG CO COM 0.0%
Value ($000) $3 Shares 661 Est. Cost $4.89 Unrealized -3.1%
BLKB BLACKBAUD INC COM 0.0%
Value ($000) $3 Shares 36 Est. Cost $59.91 Unrealized +22.9%
ZNTL ZENTALIS PHARMACEUTICALS INC COM 0.0%
Value ($000) $3 Shares 125 Est. Cost $23.99 Unrealized +5.8%
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $2 Shares 161 Est. Cost $15.71 Unrealized
NTR NUTRIEN LTD COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $58.29 Unrealized 0.0%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $2 Shares 149 Est. Cost $23.29 Unrealized -20.8%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $445.37 Unrealized +8.4%
IYT ISHARES US TRANSPORTATION ETF 0.0%
Value ($000) $2 Shares 10 Est. Cost $250.00 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $148.38 Unrealized -3.0%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $2 Shares 82 Est. Cost $27.21 Unrealized -0.7%
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $2 Shares 30 Est. Cost $70.46 Unrealized +13.8%
LYFT LYFT INC CL A COM 0.0%
Value ($000) $2 Shares 224 Est. Cost $37.81 Unrealized -70.5%
FND FLOOR & DECOR HLDGS INC CL A 0.0%
Value ($000) $2 Shares 26 Est. Cost $89.86 Unrealized +13.3%
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $2 Shares 240 Est. Cost $12.56 Unrealized
JBTM JOHN BEAN TECHNOLOGIES CORP COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $104.70 Unrealized +6.0%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $86.54 Unrealized +13.7%
NEO NEOGENOMICS INC COM NEW 0.0%
Value ($000) $2 Shares 187 Est. Cost $14.25 Unrealized +4.4%
QQXT FIRST TRUST NASDAQ-100 EX-TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $2 Shares 28 Est. Cost $35.71 Unrealized
PODD INSULET CORP COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $296.41 Unrealized -24.5%
ENFR ALERIAN ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.16 Unrealized
IOVA IOVANCE BIOTHERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 485 Est. Cost $7.16 Unrealized -8.8%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $2 Shares 290 Est. Cost $23.85 Unrealized -59.0%
CLNE CLEAN ENERGY FUELS CORP COM 0.0%
Value ($000) $2 Shares 575 Est. Cost $4.45 Unrealized 0.0%
RNGR RANGER ENERGY SVCS INC COM CL A 0.0%
Value ($000) $2 Shares 150 Est. Cost $11.66 Unrealized 0.0%
VFC V F CORP COM 0.0%
Value ($000) $2 Shares 120 Est. Cost $34.09 Unrealized -44.2%
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 97 Est. Cost $28.27 Unrealized
CZR CAESARS ENTERTAINMENT INC NEW COM 0.0%
Value ($000) $2 Shares 45 Est. Cost $88.01 Unrealized -39.6%
MTRN MATERION CORP COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $54.48 Unrealized +100.4%
DUCKHORN PORTFOLIO INC COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $25.00 Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $47.76 Unrealized -6.1%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $2 Shares 65 Est. Cost $29.34 Unrealized +7.8%
RXO RXO INC COMMON STOCK 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.74 Unrealized +11.0%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $2 Shares 38 Est. Cost $62.96 Unrealized -17.9%
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value ($000) $2 Shares 71 Est. Cost $35.19 Unrealized -14.4%
ARKF ARK FINTECH INNOVATION ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $2 Shares 46 Est. Cost $46.07 Unrealized
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $169.52 Unrealized 0.0%
NCNO NCINO INC COM 0.0%
Value ($000) $2 Shares 60 Est. Cost $45.79 Unrealized -32.6%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $2 Shares 21 Est. Cost $95.24 Unrealized
VYX NCR VOYIX CORPORATION COM 0.0%
Value ($000) $2 Shares 70 Est. Cost $13.65 Unrealized +24.7%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $2 Shares 25 Est. Cost $185.53 Unrealized -54.6%
FLGT FULGENT GENETICS INC COM 0.0%
Value ($000) $2 Shares 70 Est. Cost $52.67 Unrealized -35.2%
NUVEEN MUN HIGH INCOME OPPORTU COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.34 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $112.15 Unrealized -38.7%
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 77 Est. Cost $25.97 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $128.06 Unrealized -22.8%
CHAMPIONX CORPORATION COM 0.0%
Value ($000) $2 Shares 51 Est. Cost $27.14 Unrealized
PLUS EPLUS INC COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $61.73 Unrealized 0.0%
NUSC NUVEEN ESG SMALL-CAP ETF 0.0%
Value ($000) $2 Shares 51 Est. Cost $50.75 Unrealized
GMAB GENMAB A/S SPONSORED ADS 0.0%
Value ($000) $2 Shares 50 Est. Cost $35.28 Unrealized
BLACKROCK RES & COMMODITIES ST SHS 0.0%
Value ($000) $2 Shares 191 Est. Cost $9.21 Unrealized
UUUU ENERGY FUELS INC COM NEW 0.0%
Value ($000) $2 Shares 200 Est. Cost $6.74 Unrealized +2.0%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $2 Shares 71 Est. Cost $19.47 Unrealized
SUTRO BIOPHARMA INC COM 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.62 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $143.75 Unrealized +11.0%
UIVM VICTORYSHARES INTERNATIONAL VALUE MOMENTUM ETF 0.0%
Value ($000) $2 Shares 41 Est. Cost $53.22 Unrealized
GLPG GALAPAGOS NV SPON ADR 0.0%
Value ($000) $2 Shares 49 Est. Cost $38.63 Unrealized
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.0%
Value ($000) $2 Shares 9 Est. Cost $195.12 Unrealized
REDFIN CORP COM 0.0%
Value ($000) $2 Shares 238 Est. Cost $17.23 Unrealized
INMD INMODE LTD SHS 0.0%
Value ($000) $2 Shares 54 Est. Cost $34.25 Unrealized +14.7%
LFVN LIFEVANTAGE CORP COM NEW 0.0%
Value ($000) $2 Shares 250 Est. Cost $5.59 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $95.60 Unrealized -15.9%
DORM DORMAN PRODS INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $89.05 Unrealized -8.7%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $2 Shares 27 Est. Cost $64.31 Unrealized
OLED UNIVERSAL DISPLAY CORP COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $130.36 Unrealized +13.6%
NIKOLA CORP COM 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $3.64 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $34.82 Unrealized +53.5%
SPUS SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $38.89 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $427.99 Unrealized -8.3%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $126.26 Unrealized -19.2%
HYLN HYLIION HOLDINGS CORP COMMON STOCK 0.0%
Value ($000) $2 Shares 1,291 Est. Cost $7.80 Unrealized -80.8%
CWI SPDR MSCI ACWI EX-US ETF 0.0%
Value ($000) $2 Shares 61 Est. Cost $32.79 Unrealized
CGNX COGNEX CORP COM 0.0%
Value ($000) $1 Shares 35 Est. Cost $49.50 Unrealized -2.5%
HHH HOWARD HUGHES HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $75.45 Unrealized 0.0%
CFLT CONFLUENT INC CLASS A COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $47.08 Unrealized -28.8%
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.0%
Value ($000) $1 Shares 29 Est. Cost $49.90 Unrealized
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $67.84 Unrealized +4.8%
ABEV AMBEV SA SPONSORED ADR 0.0%
Value ($000) $1 Shares 555 Est. Cost $3.60 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $247.91 Unrealized +19.7%
WK WORKIVA INC COM CL A 0.0%
Value ($000) $1 Shares 14 Est. Cost $90.62 Unrealized +14.7%
PROS HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $27.40 Unrealized
SMARTSHEET INC COM CL A 0.0%
Value ($000) $1 Shares 34 Est. Cost $47.79 Unrealized
BNL BROADSTONE NET LEASE INC COM 0.0%
Value ($000) $1 Shares 95 Est. Cost $16.21 Unrealized
EMQQ EMQQ THE EMERGING MARKETS INTERNET & ECOMMERCE ETF 0.0%
Value ($000) $1 Shares 45 Est. Cost $34.48 Unrealized
CTRE CARETRUST REIT INC COM 0.0%
Value ($000) $1 Shares 64 Est. Cost $20.59 Unrealized
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $1 Shares 191 Est. Cost $20.89 Unrealized -64.0%
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $1 Shares 30 Est. Cost $43.57 Unrealized
BLACKROCK HEALTH SCIENCES TR COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $46.68 Unrealized
ORGN ORIGIN MATERIALS INC COM 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $2.62 Unrealized 0.0%
OBE OBSIDIAN ENERGY LTD COM 0.0%
Value ($000) $1 Shares 155 Est. Cost $7.30 Unrealized -4.1%
TORTOISE ENERGY INFRA CORP COM 0.0%
Value ($000) $1 Shares 44 Est. Cost $11.76 Unrealized
SEM SELECT MED HLDGS CORP COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $17.78 Unrealized -16.6%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $249.60 Unrealized
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $45.56 Unrealized -0.6%
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $1 Shares 32 Est. Cost $62.50 Unrealized
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $1 Shares 189 Est. Cost $17.58 Unrealized -60.8%
KARUNA THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $181.57 Unrealized
UBS UBS GROUP AG SHS 0.0%
Value ($000) $1 Shares 48 Est. Cost $20.50 Unrealized +13.9%
DIREXION DAILY GOLD MINERS INDEX BEAR 2X SHARES 0.0%
Value ($000) $1 Shares 80 Est. Cost $14.75 Unrealized
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $180.47 Unrealized -64.7%
LCII LCI INDS COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $97.29 Unrealized +16.8%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $1 Shares 28 Est. Cost $42.57 Unrealized -5.0%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $1 Shares 42 Est. Cost $22.07 Unrealized +14.2%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $66.75 Unrealized +23.1%
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $1 Shares 35 Est. Cost $38.51 Unrealized 0.0%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1 Shares 63 Est. Cost $27.35 Unrealized -32.2%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $1 Shares 15 Est. Cost $208.18 Unrealized -66.7%
ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 139 Est. Cost $7.97 Unrealized
CHEF CHEFS WHSE INC COM 0.0%
Value ($000) $1 Shares 48 Est. Cost $35.15 Unrealized -13.0%
NIO NIO INC SPON ADS 0.0%
Value ($000) $1 Shares 112 Est. Cost $24.62 Unrealized
SMR NUSCALE PWR CORP CL A COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $11.07 Unrealized -40.5%
SPRE SP FUNDS S&P GLOBAL REIT SHARIA ETF 0.0%
Value ($000) $1 Shares 55 Est. Cost $32.11 Unrealized
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $48.28 Unrealized -0.9%
NEU NEWMARKET CORP COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $315.81 Unrealized +37.0%
JBLU JETBLUE AWYS CORP COM 0.0%
Value ($000) $1 Shares 205 Est. Cost $10.86 Unrealized -39.4%
IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $62.09 Unrealized
WPC WP CAREY INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
CHWY CHEWY INC CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $47.16 Unrealized -39.4%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $88.61 Unrealized
IVOG VANGUARD S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $119.05 Unrealized
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $60.86 Unrealized -8.3%
OSUR ORASURE TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 150 Est. Cost $12.25 Unrealized -54.2%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $1 Shares 2 Est. Cost $415.33 Unrealized +0.1%
TAC TRANSALTA CORP COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.71 Unrealized 0.0%
QURE UNIQURE NV SHS 0.0%
Value ($000) $1 Shares 129 Est. Cost $20.99 Unrealized -57.1%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $1 Shares 4 Est. Cost $231.89 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $78.09 Unrealized -4.5%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $1 Shares 4 Est. Cost $276.54 Unrealized
RUN SUNRUN INC COM 0.0%
Value ($000) $1 Shares 65 Est. Cost $29.26 Unrealized -43.8%
RBA RB GLOBAL INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $56.38 Unrealized +9.3%
XYZ BLOCK INC CL A 0.0%
Value ($000) $1 Shares 18 Est. Cost $73.76 Unrealized -16.1%
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
GTES GATES INDL CORP PLC ORD SHS 0.0%
Value ($000) $1 Shares 66 Est. Cost $13.33 Unrealized -6.7%
CABA CABALETTA BIO INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $9.36 Unrealized +46.0%
FVRR FIVERR INTL LTD ORD SHS 0.0%
Value ($000) $1 Shares 30 Est. Cost $31.41 Unrealized -10.4%
DJT DIGITAL WORLD ACQUISITION CORP CLASS A COM 0.0%
Value ($000) $1 Shares 44 Est. Cost $45.24 Unrealized -65.6%
SKY SKYLINE CHAMPION CORPORATION COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $64.49 Unrealized +4.1%
FUELCELL ENERGY INC COM 0.0%
Value ($000) $1 Shares 525 Est. Cost $3.81 Unrealized
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $1 Shares 100 Est. Cost $6.96 Unrealized +17.0%
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.0%
Value ($000) $1 Shares 16 Est. Cost Unrealized
RHI ROBERT HALF INC. COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $78.17 Unrealized -2.9%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $1 Shares 7 Est. Cost $86.95 Unrealized -3.9%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND 0.0%
Value ($000) $1 Shares 15 Est. Cost $50.00 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $153.33 Unrealized
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $52.50 Unrealized
GRWG GROWGENERATION CORP COM 0.0%
Value ($000) $1 Shares 213 Est. Cost $29.50 Unrealized -88.9%
BUZZ VANECK SOCIAL SENTIMENT ETF 0.0%
Value ($000) $1 Shares 40 Est. Cost $24.99 Unrealized
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $64.00 Unrealized
SENSEONICS HLDGS INC COM 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $2.25 Unrealized
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $1 Shares 23 Est. Cost $30.88 Unrealized
VOOV VANGUARD S&P 500 VALUE ETF 0.0%
Value ($000) $1 Shares 4 Est. Cost $148.75 Unrealized
TTI TETRA TECHNOLOGIES INC DEL COM 0.0%
Value ($000) $1 Shares 90 Est. Cost $5.15 Unrealized 0.0%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $18.90 Unrealized 0.0%
LUCID GROUP INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $30.00 Unrealized
PETIQ INC COM CL A 0.0%
Value ($000) $1 Shares 28 Est. Cost $11.43 Unrealized
SPEU SPDR PORTFOLIO EUROPE ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $36.13 Unrealized
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETF 0.0%
Value ($000) $1 Shares 6 Est. Cost $90.33 Unrealized
ALKS ALKERMES PLC SHS 0.0%
Value ($000) $1 Shares 19 Est. Cost $27.24 Unrealized +7.6%
PRVA PRIVIA HEALTH GROUP INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $26.40 Unrealized -3.7%
AMG AFFILIATED MANAGERS GROUP INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $157.88 Unrealized -11.4%
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
TRIP TRIPADVISOR INC COM 0.0%
Value ($000) $0 Shares 30 Est. Cost $27.90 Unrealized -41.5%
COHR COHERENT CORP COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $34.78 Unrealized +18.1%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $51.49 Unrealized
SIMS SPDR S&P KENSHO INTELLIGENT STRUCTURES ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost $35.93 Unrealized
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $0 Shares 87 Est. Cost $11.49 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 31 Est. Cost $14.55 Unrealized +1.9%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost $50.61 Unrealized
UEVM VICTORYSHARES EMERGING MARKETS VALUE MOMENTUM ETF 0.0%
Value ($000) $0 Shares 11 Est. Cost $37.04 Unrealized
DB DEUTSCHE BANK A G NAMEN AKT 0.0%
Value ($000) $0 Shares 40 Est. Cost $9.80 Unrealized +4.3%
CLDX CELLDEX THERAPEUTICS INC NEW COM NEW 0.0%
Value ($000) $0 Shares 15 Est. Cost $43.15 Unrealized -27.4%
COOK TRAEGER INC COMMON STOCK 0.0%
Value ($000) $0 Shares 149 Est. Cost $6.58 Unrealized -35.6%
XMHQ INVESCO S&P MIDCAP QUALITY ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $0 Shares 22 Est. Cost $19.55 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $28.18 Unrealized -13.1%
IX ORIX CORP SPONSORED ADR 0.0%
Value ($000) $0 Shares 4 Est. Cost $94.00 Unrealized
SEMR SEMRUSH HLDGS INC CL A COM 0.0%
Value ($000) $0 Shares 44 Est. Cost $8.82 Unrealized +5.7%
CC CHEMOURS CO COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $11.42 Unrealized +173.4%
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 575 Est. Cost $7.22 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $65.02 Unrealized +69.2%
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $72.62 Unrealized +4.4%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $0 Shares 5 Est. Cost $61.40 Unrealized
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost $22.73 Unrealized
BEEM BEAM GLOBAL COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $10.94 Unrealized -14.5%
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $0 Shares 19 Est. Cost $25.42 Unrealized -33.4%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 190 Est. Cost $10.73 Unrealized -84.2%
BEAM BEAM THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $83.84 Unrealized -68.0%
EIX EDISON INTL COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $62.39 Unrealized 0.0%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 320 Est. Cost $12.71 Unrealized
PENN PENN ENTERTAINMENT INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $33.53 Unrealized -27.8%
DIAL COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF 0.0%
Value ($000) $0 Shares 13 Est. Cost $21.08 Unrealized
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $14.32 Unrealized -27.3%
SUNNOVA ENERGY INTL INC. COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $18.00 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $111.05 Unrealized
UNITI GROUP INC COM 0.0%
Value ($000) $0 Shares 43 Est. Cost $5.53 Unrealized
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $3.10 Unrealized -36.9%
METV ROUNDHILL BALL METAVERSE ETF 0.0%
Value ($000) $0 Shares 20 Est. Cost $9.66 Unrealized
AXS CANNABIS ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $18.50 Unrealized
CNH CNH INDL N V SHS 0.0%
Value ($000) $0 Shares 15 Est. Cost $12.91 Unrealized +1.1%
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $84.14 Unrealized -39.6%
IMAX IMAX CORP COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $16.17 Unrealized +14.0%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $209.68 Unrealized -21.6%
SRET GLOBAL X SUPERDIVIDEND REIT ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $20.17 Unrealized
FTRE FORTREA HLDGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 4 Est. Cost $29.59 Unrealized 0.0%
LE LANDS END INC NEW COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $9.16 Unrealized -7.1%
ONL ORION OFFICE REIT INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $21.74 Unrealized
VIRGIN GALACTIC HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 56 Est. Cost $3.88 Unrealized
GOGL GOLDEN OCEAN GROUP LTD SHS NEW 0.0%
Value ($000) $0 Shares 11 Est. Cost $9.18 Unrealized
SPXL DIREXION DAILY S&P 500 BULL 3X SHARES 0.0%
Value ($000) $0 Shares 1 Est. Cost $103.45 Unrealized
SKLZ SKILLZ INC COM CL A 0.0%
Value ($000) $0 Shares 15 Est. Cost $8.88 Unrealized 0.0%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $39.00 Unrealized
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $71.67 Unrealized -88.9%
NAT NORDIC AMERICAN TANKERS LIMITE COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $3.63 Unrealized +10.1%
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $36.86 Unrealized -3.9%
BLACKROCK ENHANCED GLOBAL DIVI COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $9.50 Unrealized
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $9.50 Unrealized
SDCCQ SMILEDIRECTCLUB INC CL A COM 0.0%
Value ($000) $0 Shares 68 Est. Cost $6.66 Unrealized -91.4%
BB BLACKBERRY LTD COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $6.51 Unrealized -24.5%
BLUE WTR BIOTECH INC COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $0.54 Unrealized
MAPS WM TECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $9.80 Unrealized -87.7%
AQN ALGONQUIN PWR UTILS CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $7.49 Unrealized -10.8%
INOVIO PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $1.56 Unrealized
THE BEACHBODY COMPANY INC COM CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized