Valeo Financial Advisors, LLC Diversified Active

CIK: 0001722641 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 31, 2022

Total Value ($000): $1,568,549 (100.0% shares, 0.0% debt)

Holdings (510)

SPY SPDR S&P 500 ETF 19.2%
Value ($000) $301,428 Shares 858,424 Est. Cost $288.85 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 7.4%
Value ($000) $115,455 Shares 1,435,495 Est. Cost $82.50 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND FD ETF 5.9%
Value ($000) $92,345 Shares 1,588,247 Est. Cost $64.71 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 5.1%
Value ($000) $80,123 Shares 701,934 Est. Cost $130.81 Unrealized
AAPL APPLE INC 4.3%
Value ($000) $67,815 Shares 534,472 Est. Cost $113.07 Unrealized +36.5%
IVV ISHARES S&P 500 INDEX 3.3%
Value ($000) $51,507 Shares 143,615 Est. Cost $367.33 Unrealized
MSFT MICROSOFT 2.3%
Value ($000) $36,182 Shares 185,915 Est. Cost $175.92 Unrealized +46.0%
EFA ISHARES MSCI EAFE ETF 1.9%
Value ($000) $29,607 Shares 528,605 Est. Cost $64.91 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.9%
Value ($000) $29,217 Shares 266,241 Est. Cost $235.04 Unrealized +21.1%
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 1.6%
Value ($000) $25,475 Shares 570,058 Est. Cost $46.51 Unrealized
AMZN AMAZON.COM INC 1.6%
Value ($000) $24,838 Shares 219,810 Est. Cost $126.88 Unrealized -0.4%
LLY LILLY ELI & CO COM 1.3%
Value ($000) $20,762 Shares 64,210 Est. Cost $136.29 Unrealized +126.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.3%
Value ($000) $20,451 Shares 579,153 Est. Cost $43.55 Unrealized
IWM ISHARES RUSSELL 2000 ETF 1.0%
Value ($000) $15,668 Shares 95,007 Est. Cost $175.20 Unrealized
GOOGL GOOGLE INC 0.9%
Value ($000) $13,747 Shares 142,620 Est. Cost $109.38 Unrealized +0.6%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.9%
Value ($000) $13,681 Shares 236,743 Est. Cost $61.25 Unrealized
IEFA ISHARES CORE MSCI EAFE 0.9%
Value ($000) $13,382 Shares 254,081 Est. Cost $56.96 Unrealized
JPM JPMORGAN CHASE & CO COM 0.8%
Value ($000) $12,998 Shares 148,655 Est. Cost $94.01 Unrealized +12.4%
JNJ JOHNSON & JOHNSON COM 0.8%
Value ($000) $12,663 Shares 105,725 Est. Cost $122.55 Unrealized +24.8%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.8%
Value ($000) $12,606 Shares 346,687 Est. Cost $41.93 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.7%
Value ($000) $11,499 Shares 159,696 Est. Cost $102.79 Unrealized +7.8%
PG PROCTER AND GAMBLE CO COM 0.6%
Value ($000) $10,190 Shares 80,715 Est. Cost $90.00 Unrealized +45.1%
VOO VANGUARD S&P 500 ETF 0.6%
Value ($000) $10,172 Shares 30,985 Est. Cost $345.23 Unrealized
PARAGON 28 INC COM 0.6%
Value ($000) $8,821 Shares 495,005 Est. Cost $16.44 Unrealized
PFE PFIZER INC COM 0.6%
Value ($000) $8,720 Shares 199,261 Est. Cost $27.22 Unrealized +48.5%
V VISA INC 0.5%
Value ($000) $8,571 Shares 48,247 Est. Cost $176.35 Unrealized +12.5%
TSLA TESLA MOTORS INC 0.5%
Value ($000) $8,298 Shares 31,284 Est. Cost $236.19 Unrealized +18.2%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.5%
Value ($000) $7,940 Shares 227,642 Est. Cost $43.83 Unrealized
DIS DISNEY WALT CO COM 0.5%
Value ($000) $7,811 Shares 113,113 Est. Cost $130.71 Unrealized -20.0%
PEP PEPSICO INC COM 0.5%
Value ($000) $7,668 Shares 74,347 Est. Cost $109.70 Unrealized +40.8%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.5%
Value ($000) $7,516 Shares 55,266 Est. Cost $136.02 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.5%
Value ($000) $7,172 Shares 34,089 Est. Cost $140.40 Unrealized
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $6,889 Shares 95,393 Est. Cost $54.54 Unrealized +49.2%
KO COCA COLA CO COM 0.4%
Value ($000) $6,183 Shares 139,198 Est. Cost $43.12 Unrealized +30.0%
MBIN MERCHANTS BANCORP IND COM 0.4%
Value ($000) $6,164 Shares 267,180 Est. Cost $24.87 Unrealized -0.7%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.4%
Value ($000) $6,015 Shares 176,603 Est. Cost $31.01 Unrealized
HD HOME DEPOT 0.4%
Value ($000) $5,905 Shares 21,401 Est. Cost $240.46 Unrealized +12.6%
MRK MERCK & CO INC 0.4%
Value ($000) $5,838 Shares 86,512 Est. Cost $63.93 Unrealized +25.8%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.4%
Value ($000) $5,691 Shares 14 Est. Cost $286738.97 Unrealized +49.3%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $5,676 Shares 14,695 Est. Cost $321.02 Unrealized +18.6%
CRM SALESFORCE COM 0.3%
Value ($000) $5,352 Shares 83,339 Est. Cost $215.77 Unrealized -22.4%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.3%
Value ($000) $5,187 Shares 90,640 Est. Cost $67.97 Unrealized +23.3%
ABBV ABBVIE INC COM 0.3%
Value ($000) $5,140 Shares 72,945 Est. Cost $77.62 Unrealized +63.8%
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $4,961 Shares 52,677 Est. Cost $97.70 Unrealized +35.9%
BAC BK OF AMERICA CORP COM 0.3%
Value ($000) $4,924 Shares 163,031 Est. Cost $26.21 Unrealized +16.7%
ORCL ORACLE CORPORATION 0.3%
Value ($000) $4,900 Shares 80,236 Est. Cost $52.77 Unrealized +33.0%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.3%
Value ($000) $4,892 Shares 101,625 Est. Cost $52.25 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $4,875 Shares 27,163 Est. Cost $153.74 Unrealized
CVS CVS HEALTH CORP COM 0.3%
Value ($000) $4,868 Shares 51,048 Est. Cost $54.12 Unrealized +61.9%
WMT WALMART INC COM 0.3%
Value ($000) $4,862 Shares 37,490 Est. Cost $31.90 Unrealized +31.7%
MA MASTERCARD INC 0.3%
Value ($000) $4,818 Shares 16,946 Est. Cost $264.74 Unrealized +22.8%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $4,660 Shares 20,198 Est. Cost $166.84 Unrealized +41.6%
VT VANGUARD TOTAL WORLD STOCK ETF 0.3%
Value ($000) $4,626 Shares 58,650 Est. Cost $84.65 Unrealized
QQQ POWERSHARES QQQ TR 0.3%
Value ($000) $4,489 Shares 16,796 Est. Cost $184.98 Unrealized
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.3%
Value ($000) $4,155 Shares 21,054 Est. Cost $151.47 Unrealized
UNH UNITEDHEALTH GROUP 0.3%
Value ($000) $4,098 Shares 8,114 Est. Cost $329.15 Unrealized +50.4%
BA BOEING CO COM 0.3%
Value ($000) $4,086 Shares 62,437 Est. Cost $213.57 Unrealized -28.2%
META META PLATFORMS INC CL A 0.3%
Value ($000) $4,027 Shares 68,858 Est. Cost $265.89 Unrealized -39.5%
NVDA NVIDIA CORP 0.3%
Value ($000) $3,946 Shares 32,507 Est. Cost $20.84 Unrealized -24.2%
VTV VANGUARD VALUE ETF 0.3%
Value ($000) $3,926 Shares 31,799 Est. Cost $117.37 Unrealized
SUN SUNOCO LP 0.2%
Value ($000) $3,883 Shares 99,644 Est. Cost $38.97 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $3,780 Shares 23,397 Est. Cost $93.40 Unrealized +71.8%
AMGN AMGEN INC 0.2%
Value ($000) $3,693 Shares 38,749 Est. Cost $181.18 Unrealized +20.3%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $3,430 Shares 62,842 Est. Cost $181.87 Unrealized -51.4%
STZ CONSTELLATION BRANDS INC CL A 0.2%
Value ($000) $3,247 Shares 28,851 Est. Cost $205.82 Unrealized +11.5%
T AT&T INC COM 0.2%
Value ($000) $3,233 Shares 217,384 Est. Cost $15.27 Unrealized -1.2%
QCOM QUALCOMM INC 0.2%
Value ($000) $3,170 Shares 52,514 Est. Cost $124.25 Unrealized +2.3%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $3,162 Shares 83,269 Est. Cost $38.11 Unrealized -6.2%
HON HONEYWELL INTL INC 0.2%
Value ($000) $3,100 Shares 18,565 Est. Cost $153.85 Unrealized +5.4%
SBUX STARBUCKS CORP 0.2%
Value ($000) $3,096 Shares 67,137 Est. Cost $76.37 Unrealized +2.6%
ZBH ZIMMER HLDGS INC 0.2%
Value ($000) $3,076 Shares 29,417 Est. Cost $117.68 Unrealized -9.5%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $3,049 Shares 36,732 Est. Cost $68.17 Unrealized +18.7%
TGT TARGET CORP COM 0.2%
Value ($000) $3,048 Shares 20,542 Est. Cost $113.78 Unrealized +25.6%
DE DEERE & CO COM 0.2%
Value ($000) $2,899 Shares 8,683 Est. Cost $200.68 Unrealized +62.7%
FFBC FIRST FINANCIAL BANCORP INC OHIO 0.2%
Value ($000) $2,751 Shares 130,511 Est. Cost $19.10 Unrealized -0.9%
CSCO CISCO SYS INC 0.2%
Value ($000) $2,729 Shares 68,226 Est. Cost $35.49 Unrealized +12.8%
INTC INTEL CORP COM 0.2%
Value ($000) $2,679 Shares 103,966 Est. Cost $41.99 Unrealized -23.1%
NKE NIKE INC CLASS B 0.2%
Value ($000) $2,673 Shares 32,160 Est. Cost $104.52 Unrealized -2.8%
KE KIMBALL ELECTRONICS INC COM 0.2%
Value ($000) $2,657 Shares 154,929 Est. Cost $17.95 Unrealized +13.6%
FDX FEDEX CORP 0.2%
Value ($000) $2,656 Shares 17,888 Est. Cost $186.46 Unrealized +5.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.2%
Value ($000) $2,636 Shares 55,807 Est. Cost $50.37 Unrealized +23.7%
SNOW SNOWFLAKE INC CL A 0.2%
Value ($000) $2,599 Shares 15,293 Est. Cost $216.48 Unrealized -23.5%
HILLENBRAND INCORPORATED 0.2%
Value ($000) $2,578 Shares 70,198 Est. Cost $46.82 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.2%
Value ($000) $2,568 Shares 57,988 Est. Cost $60.19 Unrealized
ELV ELEVANCE HEALTH INC COM 0.2%
Value ($000) $2,541 Shares 5,594 Est. Cost $267.23 Unrealized +70.4%
F FORD MOTOR COMPANY 0.2%
Value ($000) $2,535 Shares 226,339 Est. Cost $10.23 Unrealized +6.2%
LEG LEGGETT & PLATT INC COM 0.2%
Value ($000) $2,529 Shares 76,126 Est. Cost $37.62 Unrealized +1.0%
C CITIGROUP INC 0.2%
Value ($000) $2,473 Shares 59,348 Est. Cost $54.60 Unrealized -20.0%
IJH ISHARES CORE S&P MID CAP ETF 0.2%
Value ($000) $2,467 Shares 11,251 Est. Cost $208.52 Unrealized
BRIGHAM MINERALS INC CL A COM 0.2%
Value ($000) $2,424 Shares 98,242 Est. Cost $24.67 Unrealized
ABT ABBOTT LABS COM 0.2%
Value ($000) $2,416 Shares 24,966 Est. Cost $80.04 Unrealized +25.0%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $2,379 Shares 14,500 Est. Cost $164.00 Unrealized +5.0%
DUKE REALTY CORP 0.1%
Value ($000) $2,249 Shares 46,650 Est. Cost $37.32 Unrealized
DHR DANAHER CORP 0.1%
Value ($000) $2,233 Shares 8,644 Est. Cost $144.31 Unrealized +66.8%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $2,222 Shares 4,705 Est. Cost $348.14 Unrealized +43.1%
SHV ISHARES TR LEHMAN SHORT TREA BDFD 0.1%
Value ($000) $2,165 Shares 19,686 Est. Cost $109.98 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $2,145 Shares 16,692 Est. Cost $128.72 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.1%
Value ($000) $2,137 Shares 89,877 Est. Cost $26.33 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $2,129 Shares 52,933 Est. Cost $42.28 Unrealized -6.9%
CMI CUMMINS INC COM 0.1%
Value ($000) $2,120 Shares 10,418 Est. Cost $137.24 Unrealized +42.9%
UNP UNION PAC CORP COM 0.1%
Value ($000) $2,060 Shares 10,574 Est. Cost $141.14 Unrealized +44.7%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $2,023 Shares 80,556 Est. Cost $28.73 Unrealized
KMI KINDER MORGAN INC 0.1%
Value ($000) $2,001 Shares 120,223 Est. Cost $14.50 Unrealized +1.9%
IEMG ISHARES CORE MSCI EMERGING MKTS 0.1%
Value ($000) $1,978 Shares 46,023 Est. Cost $44.66 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,976 Shares 25,583 Est. Cost $215.25 Unrealized +38.0%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.1%
Value ($000) $1,927 Shares 16,220 Est. Cost $88.90 Unrealized
GIS GENERAL MLS INC COM 0.1%
Value ($000) $1,847 Shares 24,103 Est. Cost $39.20 Unrealized +72.9%
BLACKROCK INC 0.1%
Value ($000) $1,826 Shares 3,318 Est. Cost $588.73 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.1%
Value ($000) $1,783 Shares 42,113 Est. Cost $65.33 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $1,759 Shares 16,407 Est. Cost $96.62 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $1,734 Shares 42,938 Est. Cost $33.80 Unrealized -2.2%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $1,729 Shares 92,096 Est. Cost $37.33 Unrealized -9.8%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $1,718 Shares 18,464 Est. Cost $63.53 Unrealized +48.0%
AGG ISHARES AGGREGATE BOND ETF 0.1%
Value ($000) $1,704 Shares 17,688 Est. Cost $102.79 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $1,698 Shares 29,360 Est. Cost $84.45 Unrealized
IBM INTL BUSINESS MACHINES 0.1%
Value ($000) $1,675 Shares 14,096 Est. Cost $106.83 Unrealized +8.2%
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $1,674 Shares 18,694 Est. Cost $62.51 Unrealized +50.7%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $1,649 Shares 20,418 Est. Cost $86.80 Unrealized -6.9%
THFF TERRE HAUTE FIRST FINANCIAL 0.1%
Value ($000) $1,637 Shares 36,234 Est. Cost $34.06 Unrealized +19.5%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $1,631 Shares 12,088 Est. Cost $99.93 Unrealized +45.0%
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.1%
Value ($000) $1,627 Shares 54,958 Est. Cost $31.61 Unrealized
RBCAA REPUBLIC BANCORP INC KY CL A 0.1%
Value ($000) $1,617 Shares 42,214 Est. Cost $48.95 Unrealized -9.3%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.1%
Value ($000) $1,599 Shares 36,049 Est. Cost $55.95 Unrealized
SPDR S&P 600 SMALL CAP ETF 0.1%
Value ($000) $1,571 Shares 20,757 Est. Cost $72.47 Unrealized
HDV ISHARES TR HIGH DIVID EQUITY FD 0.1%
Value ($000) $1,545 Shares 161,260 Est. Cost $18.36 Unrealized
VRTX VERTEX PHARMACEUTICALS IN 0.1%
Value ($000) $1,526 Shares 5,270 Est. Cost $234.38 Unrealized +22.8%
SHEL ROYAL DUTCH SHELL PLC-ADR 0.1%
Value ($000) $1,497 Shares 40,549 Est. Cost $50.16 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.1%
Value ($000) $1,490 Shares 20,685 Est. Cost $66.09 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $1,489 Shares 27,160 Est. Cost $44.95 Unrealized +25.9%
XLF FINANCIAL SELECT SECTOR SPDR 0.1%
Value ($000) $1,468 Shares 48,347 Est. Cost $29.18 Unrealized
LABORATORY CORP OF AMERICA 0.1%
Value ($000) $1,464 Shares 7,150 Est. Cost $60.50 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $1,424 Shares 13,911 Est. Cost $45.81 Unrealized +92.5%
INSP INSPIRE MED SYS INC COM 0.1%
Value ($000) $1,387 Shares 7,819 Est. Cost $185.72 Unrealized +8.2%
EQIX EQUINIX INC COM 0.1%
Value ($000) $1,378 Shares 2,422 Est. Cost $749.91 Unrealized -18.7%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $1,356 Shares 6,390 Est. Cost $151.54 Unrealized +39.1%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $1,344 Shares 30,658 Est. Cost $51.19 Unrealized
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $1,343 Shares 18,682 Est. Cost $67.14 Unrealized -1.4%
CBS CORP CL B 0.1%
Value ($000) $1,339 Shares 70,333 Est. Cost $33.01 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.1%
Value ($000) $1,334 Shares 19,460 Est. Cost $90.52 Unrealized
FNDX SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF 0.1%
Value ($000) $1,333 Shares 27,909 Est. Cost $38.19 Unrealized
ITOT ISHARES TR S&P 1500 INDEX FD 0.1%
Value ($000) $1,329 Shares 16,710 Est. Cost $79.95 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $1,297 Shares 3,544 Est. Cost $534.90 Unrealized
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.1%
Value ($000) $1,295 Shares 20,836 Est. Cost $71.10 Unrealized
CI CIGNA CORP 0.1%
Value ($000) $1,291 Shares 4,654 Est. Cost $207.84 Unrealized +27.4%
NFLX NETFLIX COM INC 0.1%
Value ($000) $1,291 Shares 5,484 Est. Cost $34.76 Unrealized -36.1%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $1,268 Shares 11,266 Est. Cost $107.92 Unrealized +5.9%
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $1,265 Shares 47,726 Est. Cost $37.76 Unrealized -26.8%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $1,264 Shares 5,588 Est. Cost $140.78 Unrealized +55.6%
IWN ISHARES RUSSELL 2000 VALUE 0.1%
Value ($000) $1,260 Shares 9,775 Est. Cost $85.86 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.1%
Value ($000) $1,219 Shares 25,761 Est. Cost $51.64 Unrealized -7.0%
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP 0.1%
Value ($000) $1,197 Shares 108,504 Est. Cost $10.86 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $1,194 Shares 32,985 Est. Cost $50.64 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $1,189 Shares 2,345 Est. Cost $450.15 Unrealized +23.1%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $1,171 Shares 7,307 Est. Cost $122.93 Unrealized +27.3%
IWO ISHARES RUSSELL 2000 GROWTH INDEX 0.1%
Value ($000) $1,067 Shares 5,166 Est. Cost $189.45 Unrealized
AVGO BROADCOM INC COM 0.1%
Value ($000) $1,053 Shares 2,371 Est. Cost $43.85 Unrealized +9.7%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $1,050 Shares 13,385 Est. Cost $67.23 Unrealized +14.7%
SCHV SCHWAB US LARGE CAP VALUE ETF 0.1%
Value ($000) $1,039 Shares 17,763 Est. Cost $57.68 Unrealized
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.1%
Value ($000) $1,018 Shares 16,429 Est. Cost $54.25 Unrealized +16.6%
ISRG INTUITIVE SURGICAL, INC. 0.1%
Value ($000) $992 Shares 5,295 Est. Cost $214.77 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC COM SER A 0.1%
Value ($000) $978 Shares 86,300 Est. Cost $18.20 Unrealized -25.3%
SLB SCHLUMBERGER LTD COM STK 0.1%
Value ($000) $978 Shares 27,229 Est. Cost $27.52 Unrealized +21.4%
D DOMINION RESOURCES INC 0.1%
Value ($000) $974 Shares 14,098 Est. Cost $64.42 Unrealized +6.1%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $974 Shares 9,275 Est. Cost $120.95 Unrealized -15.9%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $969 Shares 13,780 Est. Cost $82.63 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $960 Shares 4,739 Est. Cost $198.36 Unrealized +2.3%
PIONEER NATURAL RESOURCES CO 0.1%
Value ($000) $958 Shares 4,423 Est. Cost $193.89 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $956 Shares 20,887 Est. Cost $53.78 Unrealized
KELLOGG CO COM 0.1%
Value ($000) $953 Shares 13,682 Est. Cost $48.35 Unrealized +26.5%
SU SUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHAR 0.1%
Value ($000) $948 Shares 33,690 Est. Cost $27.70 Unrealized -0.1%
PSX PHILLIPS 66 0.1%
Value ($000) $944 Shares 11,695 Est. Cost $62.94 Unrealized +19.8%
VB VANGUARD SMALL CAP ETF 0.1%
Value ($000) $941 Shares 5,504 Est. Cost $175.05 Unrealized
MSBI MIDLAND STATES BANCORP INC COM 0.1%
Value ($000) $940 Shares 39,900 Est. Cost $19.80 Unrealized +6.1%
WLK WESTLAKE CORPORATION COM 0.1%
Value ($000) $936 Shares 10,768 Est. Cost $104.16 Unrealized -13.3%
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $935 Shares 34,712 Est. Cost $45.61 Unrealized -25.4%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.1%
Value ($000) $934 Shares 7,118 Est. Cost $144.13 Unrealized
WELLS FARGO CO NEW PERP PFD CNV A 0.1%
Value ($000) $931 Shares 82,077 Est. Cost $10.09 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $927 Shares 14,971 Est. Cost $62.08 Unrealized -30.4%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.1%
Value ($000) $923 Shares 16,699 Est. Cost $76.43 Unrealized
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $909 Shares 27,243 Est. Cost $32.17 Unrealized -2.2%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $903 Shares 20,750 Est. Cost $45.16 Unrealized -11.0%
NSC NORFOLK SOUTHERN CRP 0.1%
Value ($000) $883 Shares 4,213 Est. Cost $171.34 Unrealized +30.1%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $880 Shares 5,372 Est. Cost $79.77 Unrealized +8.6%
GABC GERMAN AMERICAN BANCORP 0.1%
Value ($000) $880 Shares 24,644 Est. Cost $29.82 Unrealized +11.1%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $879 Shares 2,878 Est. Cost $404.30 Unrealized -14.0%
XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 0.1%
Value ($000) $876 Shares 6,153 Est. Cost $124.96 Unrealized
CSX CSX CORP 0.1%
Value ($000) $858 Shares 32,201 Est. Cost $27.57 Unrealized +7.4%
MMM 3M CO COM 0.1%
Value ($000) $854 Shares 7,730 Est. Cost $124.42 Unrealized -22.5%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $848 Shares 1,025 Est. Cost $1233.32 Unrealized -30.3%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $847 Shares 6,265 Est. Cost $129.53 Unrealized
NMFC NEW MOUNTAIN FIN CORP 0.1%
Value ($000) $845 Shares 73,250 Est. Cost $8.15 Unrealized +4.7%
LOW LOWES COS INC COM 0.1%
Value ($000) $841 Shares 4,480 Est. Cost $145.76 Unrealized +25.1%
V VISA INC 0.1%
Value ($000) $835 Shares 4,700 Est. Cost $176.35 Unrealized +12.5%
V VISA INC 0.1%
Value ($000) $835 Shares 4,700 Est. Cost $176.35 Unrealized +12.5%
HBAN HUNTINGTON BANCSHARES INC COM 0.1%
Value ($000) $834 Shares 63,273 Est. Cost $10.68 Unrealized +6.9%
ACWI ISHARES TR MSCI ACWIINDEX FD 0.1%
Value ($000) $834 Shares 10,713 Est. Cost $86.15 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $826 Shares 3,863 Est. Cost $110.45 Unrealized
GXC SPDR S&P CHINA ETF 0.1%
Value ($000) $825 Shares 11,650 Est. Cost $89.29 Unrealized
DVN DEVON ENERGY CORP 0.0%
Value ($000) $784 Shares 13,038 Est. Cost $49.21 Unrealized +7.6%
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $774 Shares 8,623 Est. Cost $109.35 Unrealized -22.6%
VDE VANGUARD ENERGY 0.0%
Value ($000) $770 Shares 7,579 Est. Cost $72.44 Unrealized
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $764 Shares 4,884 Est. Cost $157.67 Unrealized +6.4%
EXPI EXP WORLD HLDGS INC COM 0.0%
Value ($000) $762 Shares 67,995 Est. Cost $24.45 Unrealized -46.1%
ESS ESSEX PPTY TR REIT 0.0%
Value ($000) $754 Shares 3,111 Est. Cost $275.91 Unrealized -14.2%
ELECTROCORE INC COM 0.0%
Value ($000) $742 Shares 1,828,366 Est. Cost $1.38 Unrealized
VV VANGUARD LARGE CAP 0.0%
Value ($000) $710 Shares 4,342 Est. Cost $185.31 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $708 Shares 8,964 Est. Cost $62.61 Unrealized +20.2%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $704 Shares 17,463 Est. Cost $41.96 Unrealized -6.5%
DFAS DIMENSIONAL US SMALL CAP ETF 0.0%
Value ($000) $698 Shares 14,999 Est. Cost $56.04 Unrealized
MIST MILESTONE PHARMACEUTICALS INC COM 0.0%
Value ($000) $694 Shares 75,500 Est. Cost $7.58 Unrealized 0.0%
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $686 Shares 19,338 Est. Cost $36.86 Unrealized
YUM YUM! BRANDS INC 0.0%
Value ($000) $685 Shares 6,438 Est. Cost $87.05 Unrealized +25.0%
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 0.0%
Value ($000) $685 Shares 26,607 Est. Cost $32.74 Unrealized
TRIN TRINITY CAP INC COM 0.0%
Value ($000) $683 Shares 54,497 Est. Cost $8.55 Unrealized 0.0%
BX BLACKSTONE GROUP LP 0.0%
Value ($000) $680 Shares 8,128 Est. Cost $41.56 Unrealized +110.0%
XCEM COLUMBIA EM CORE EX-CHINA ETF 0.0%
Value ($000) $677 Shares 28,859 Est. Cost $32.17 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $674 Shares 3,057 Est. Cost $93.30 Unrealized +120.0%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $668 Shares 4,318 Est. Cost $112.60 Unrealized +34.7%
AB ALLIANCEBERNSTEIN HOLDING LP 0.0%
Value ($000) $660 Shares 18,814 Est. Cost $35.08 Unrealized
NWBI NORTHWEST BANCSHARES INC MD COM 0.0%
Value ($000) $653 Shares 48,344 Est. Cost $7.04 Unrealized +56.9%
SO SOUTHERN CO COM 0.0%
Value ($000) $648 Shares 9,522 Est. Cost $43.38 Unrealized +54.3%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $640 Shares 16,617 Est. Cost $38.76 Unrealized -0.2%
MSFT MICROSOFT 0.0%
Value ($000) $640 Shares 2,800 Est. Cost $175.92 Unrealized +46.0%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $635 Shares 10,222 Est. Cost $54.15 Unrealized +10.6%
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.0%
Value ($000) $633 Shares 9,492 Est. Cost $54.87 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY 0.0%
Value ($000) $631 Shares 2,054 Est. Cost $316.82 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $613 Shares 12,919 Est. Cost $37.05 Unrealized +31.3%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $613 Shares 2,633 Est. Cost $231.98 Unrealized -2.4%
NXPI NXP SEMICONDUCTORS NV COM 0.0%
Value ($000) $612 Shares 4,147 Est. Cost $137.75 Unrealized +13.9%
DAL DELTA AIR LINES INC DEL CMN 0.0%
Value ($000) $606 Shares 21,599 Est. Cost $42.32 Unrealized -27.0%
GLD SPDR GOLD ETF 0.0%
Value ($000) $606 Shares 3,919 Est. Cost $125.66 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value ($000) $602 Shares 10,789 Est. Cost $79.71 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.0%
Value ($000) $602 Shares 5,999 Est. Cost $100.16 Unrealized
SIMON PROPERTY GRP ACQ HOLDIN UNIT 0.0%
Value ($000) $590 Shares 60,000 Est. Cost $10.07 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $585 Shares 8,332 Est. Cost $68.38 Unrealized +6.0%
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 0.0%
Value ($000) $583 Shares 27,022 Est. Cost $24.13 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $582 Shares 5,863 Est. Cost $55.74 Unrealized +55.9%
ACN ACCENTURE PLC CLASS A 0.0%
Value ($000) $581 Shares 2,260 Est. Cost $244.69 Unrealized +12.3%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $566 Shares 7,079 Est. Cost $151.51 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $565 Shares 12,851 Est. Cost $43.54 Unrealized -4.8%
LEN LENNAR CORP CL A 0.0%
Value ($000) $565 Shares 7,576 Est. Cost $52.36 Unrealized +41.4%
CTVA CORTEVA INC COM 0.0%
Value ($000) $564 Shares 9,872 Est. Cost $45.69 Unrealized +22.9%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $560 Shares 8,412 Est. Cost $62.55 Unrealized +8.8%
REAVES UTIL INCOME FD COM SH BEN INT 0.0%
Value ($000) $559 Shares 20,518 Est. Cost $33.65 Unrealized
ADBE ADOBE SYS INC 0.0%
Value ($000) $558 Shares 2,027 Est. Cost $529.94 Unrealized -28.6%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $553 Shares 40,390 Est. Cost $22.21 Unrealized +34.7%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $550 Shares 21,060 Est. Cost $22.47 Unrealized +10.0%
VO VANGUARD MID CAP 0.0%
Value ($000) $548 Shares 2,916 Est. Cost $29.66 Unrealized
BWA BORG WARNER AUTOMOTIVE INC 0.0%
Value ($000) $548 Shares 17,460 Est. Cost $35.50 Unrealized -13.4%
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $546 Shares 22,975 Est. Cost $25.85 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $546 Shares 9,716 Est. Cost $40.09 Unrealized +36.1%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $545 Shares 6,950 Est. Cost $111.81 Unrealized
AZN ASTRAZENECA PLC- SPONS ADR 0.0%
Value ($000) $542 Shares 9,875 Est. Cost $60.59 Unrealized
CALUMET SPCLTY PRDCTS PRTNRS 0.0%
Value ($000) $538 Shares 42,023 Est. Cost $4.22 Unrealized
FELE FRANKLIN ELEC INC COM 0.0%
Value ($000) $524 Shares 6,413 Est. Cost $78.58 Unrealized +4.5%
FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD 0.0%
Value ($000) $522 Shares 4,138 Est. Cost $140.35 Unrealized
ZTS ZOETIS INC COM CL A 0.0%
Value ($000) $514 Shares 3,464 Est. Cost $137.26 Unrealized +17.6%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $509 Shares 2,369 Est. Cost $217.39 Unrealized +5.2%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $507 Shares 3,310 Est. Cost $130.31 Unrealized +16.8%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $503 Shares 3,368 Est. Cost $138.84 Unrealized +2.3%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $502 Shares 12,966 Est. Cost $40.12 Unrealized 0.0%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $501 Shares 6,840 Est. Cost $75.28 Unrealized +3.1%
DFUS DIMENSIONAL U.S. EQUITY ETF 0.0%
Value ($000) $498 Shares 12,817 Est. Cost $47.12 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $487 Shares 2,854 Est. Cost $195.19 Unrealized
AMZN AMAZON.COM INC 0.0%
Value ($000) $486 Shares 4,300 Est. Cost $126.88 Unrealized -0.4%
SCHA SCHWAB ETFS- US SMALL-CAP ETF 0.0%
Value ($000) $484 Shares 12,793 Est. Cost $64.19 Unrealized
IYR ISHARES US REAL ESTATE ETF 0.0%
Value ($000) $481 Shares 5,906 Est. Cost $81.06 Unrealized
GUGGENHEIM STRATEGIC OPPORTUN COM SBI 0.0%
Value ($000) $480 Shares 31,239 Est. Cost $19.14 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $475 Shares 289 Est. Cost $1964.48 Unrealized -5.9%
TOTAL SA ADR 0.0%
Value ($000) $474 Shares 10,188 Est. Cost $51.08 Unrealized
IJJ ISHARES S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $468 Shares 5,196 Est. Cost $106.69 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $468 Shares 1,467 Est. Cost $352.99 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $467 Shares 14,742 Est. Cost $32.79 Unrealized +6.8%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $466 Shares 14,283 Est. Cost $27.66 Unrealized +5.0%
HYS PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD 0.0%
Value ($000) $461 Shares 5,275 Est. Cost $93.81 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD 0.0%
Value ($000) $458 Shares 4,828 Est. Cost $98.68 Unrealized
CEF CENTRAL FUND OF CANADA LTD 0.0%
Value ($000) $455 Shares 29,209 Est. Cost $15.81 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $454 Shares 5,484 Est. Cost $80.48 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $453 Shares 1,166 Est. Cost $55.84 Unrealized +77.4%
VCIT VANGUARD INTERMEDIATE TERM CORP BOND FD ETF 0.0%
Value ($000) $441 Shares 5,832 Est. Cost $92.53 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $441 Shares 6,747 Est. Cost $83.48 Unrealized -13.2%
IJT ISHARES S&P SMALLCAP 600 GROWTH ETF 0.0%
Value ($000) $437 Shares 4,298 Est. Cost $139.07 Unrealized
R RYDER SYS INC COM 0.0%
Value ($000) $426 Shares 5,640 Est. Cost $77.00 Unrealized -1.2%
HUBS HUBSPOT INC COM 0.0%
Value ($000) $422 Shares 1,561 Est. Cost $698.06 Unrealized -54.5%
SDY SPDR SER TR S&P DIVID ETF 0.0%
Value ($000) $412 Shares 3,697 Est. Cost $102.33 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $409 Shares 9,350 Est. Cost $31.13 Unrealized +41.6%
GM GENERAL MOTORS CORP 0.0%
Value ($000) $408 Shares 12,706 Est. Cost $45.70 Unrealized -22.4%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $406 Shares 148,840 Est. Cost $11.52 Unrealized
VMWARE INC CL A CLASS A 0.0%
Value ($000) $398 Shares 3,742 Est. Cost $114.68 Unrealized
IAU ISHARES GOLD TRUST ETF 0.0%
Value ($000) $398 Shares 12,614 Est. Cost $33.94 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $396 Shares 3,808 Est. Cost $110.55 Unrealized
LPX LOUISIANA PACIFIC 0.0%
Value ($000) $394 Shares 7,700 Est. Cost $59.60 Unrealized -4.6%
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $393 Shares 8,349 Est. Cost $38.94 Unrealized +12.3%
MUB ISHARES AMT-FREE MUNI BOND ETF 0.0%
Value ($000) $387 Shares 3,769 Est. Cost $115.55 Unrealized
LINDE PLC SHS 0.0%
Value ($000) $386 Shares 1,432 Est. Cost $280.66 Unrealized
WPC WP CAREY INC COM 0.0%
Value ($000) $383 Shares 5,493 Est. Cost $81.99 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC 0.0%
Value ($000) $380 Shares 22,139 Est. Cost $17.16 Unrealized
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $378 Shares 11,598 Est. Cost $43.01 Unrealized -23.1%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $373 Shares 12,099 Est. Cost $47.24 Unrealized -26.2%
FMBH FIRST MID ILL BANCSHARES INC COM 0.0%
Value ($000) $370 Shares 11,582 Est. Cost $38.09 Unrealized -14.0%
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $370 Shares 1,448 Est. Cost $197.59 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $366 Shares 1,641 Est. Cost $208.85 Unrealized +12.3%
ONB OLD NATL BANCORP IND 0.0%
Value ($000) $361 Shares 21,917 Est. Cost $18.18 Unrealized -8.1%
EFV ISHARES MSCI EAFE VALUE INDEX ETF 0.0%
Value ($000) $360 Shares 9,336 Est. Cost $46.57 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE INDEX 0.0%
Value ($000) $360 Shares 3,753 Est. Cost $94.29 Unrealized
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $357 Shares 1,000 Est. Cost $288.85 Unrealized
AVADEL PHARMACEUTICALS PLC SPONSORED ADR 0.0%
Value ($000) $356 Shares 71,000 Est. Cost $3.39 Unrealized
VNQ VANGUARD REIT INDEX ETF 0.0%
Value ($000) $354 Shares 4,410 Est. Cost $92.42 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $351 Shares 12,105 Est. Cost $31.50 Unrealized -2.4%
AON AON CORP 0.0%
Value ($000) $350 Shares 1,307 Est. Cost $208.49 Unrealized +32.3%
BIV VANGUARD INTERMEDIATE-TERM BOND 0.0%
Value ($000) $347 Shares 4,723 Est. Cost $89.31 Unrealized
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $345 Shares 16,591 Est. Cost $116.89 Unrealized -77.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $341 Shares 5,383 Est. Cost $105.91 Unrealized -19.6%
MET METLIFE INC COM 0.0%
Value ($000) $340 Shares 5,588 Est. Cost $41.44 Unrealized +39.1%
SLV ISHARES SILVER TRUST ETF 0.0%
Value ($000) $337 Shares 19,254 Est. Cost $22.63 Unrealized
CME CHICAGO MERCANTILE HLDGS INC 0.0%
Value ($000) $336 Shares 1,896 Est. Cost $170.51 Unrealized 0.0%
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $335 Shares 1,255 Est. Cost $280.81 Unrealized -24.4%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $335 Shares 4,335 Est. Cost $62.77 Unrealized +17.4%
ROM PROSHARES ULTRA TECHNOLOGY 0.0%
Value ($000) $335 Shares 14,160 Est. Cost $72.11 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $334 Shares 7,412 Est. Cost $53.70 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $333 Shares 11,828 Est. Cost $34.20 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $327 Shares 5,322 Est. Cost $44.94 Unrealized +35.0%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $323 Shares 5,297 Est. Cost $59.89 Unrealized +1.3%
UBSI UNITED BANKSHARES INC W. VA 0.0%
Value ($000) $323 Shares 9,027 Est. Cost $36.19 Unrealized +3.0%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $323 Shares 21,359 Est. Cost $14.08 Unrealized +12.9%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $322 Shares 2,154 Est. Cost $117.94 Unrealized +16.5%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $322 Shares 10,948 Est. Cost $43.56 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $319 Shares 5,335 Est. Cost $73.88 Unrealized -23.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $318 Shares 4,781 Est. Cost $69.49 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $317 Shares 7,559 Est. Cost $52.52 Unrealized
GOOGL GOOGLE INC 0.0%
Value ($000) $316 Shares 3,300 Est. Cost $109.38 Unrealized +0.6%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $316 Shares 4,781 Est. Cost $66.51 Unrealized
CPA COPA HOLDINGS SA CL A 0.0%
Value ($000) $312 Shares 4,650 Est. Cost $63.78 Unrealized -7.2%
UI UBIQUITI INC COM 0.0%
Value ($000) $311 Shares 1,060 Est. Cost $129.55 Unrealized +127.7%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $309 Shares 2,406 Est. Cost $151.44 Unrealized -14.9%
ACM AECOM TECHNOLOGY CORP 0.0%
Value ($000) $308 Shares 4,510 Est. Cost $68.60 Unrealized 0.0%
BILL BILL COM HLDGS INC COM 0.0%
Value ($000) $306 Shares 2,312 Est. Cost $221.88 Unrealized -35.2%
SYY SYSCO CORP COM 0.0%
Value ($000) $306 Shares 4,332 Est. Cost $61.62 Unrealized +22.9%
MRNA MODERNA INC COM 0.0%
Value ($000) $305 Shares 2,577 Est. Cost $120.33 Unrealized +26.1%
BTI BRITISH AMERICAN TOBACCO 0.0%
Value ($000) $303 Shares 8,535 Est. Cost $37.66 Unrealized
SGOL ETFS GOLD TRUST ETF 0.0%
Value ($000) $303 Shares 19,004 Est. Cost $14.89 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $302 Shares 1,663 Est. Cost $176.32 Unrealized +3.1%
EFG ISHARES MSCI EAFE GROWTH INDEX ETF 0.0%
Value ($000) $300 Shares 4,136 Est. Cost $90.53 Unrealized
CHIMERA INVT CORP COM NEW 0.0%
Value ($000) $298 Shares 57,065 Est. Cost $5.22 Unrealized
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $297 Shares 2,276 Est. Cost $181.09 Unrealized
PAVMED INC COM 0.0%
Value ($000) $297 Shares 345,272 Est. Cost $2.40 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $296 Shares 2,376 Est. Cost $117.74 Unrealized -2.7%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $296 Shares 630 Est. Cost $353.49 Unrealized +27.5%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $296 Shares 1,659 Est. Cost $229.23 Unrealized 0.0%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $294 Shares 2,805 Est. Cost $126.13 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $294 Shares 5,837 Est. Cost $27.64 Unrealized -19.5%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $293 Shares 1,961 Est. Cost $144.55 Unrealized +5.4%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $292 Shares 2,096 Est. Cost $148.98 Unrealized 0.0%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $292 Shares 5,459 Est. Cost $153.05 Unrealized -59.0%
CONSTELLATION BRANDS INC CL B 0.0%
Value ($000) $291 Shares 1,003 Est. Cost $162.22 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value ($000) $290 Shares 4,605 Est. Cost $49.92 Unrealized
ACWX ISHARES MSCI ACWI EX US 0.0%
Value ($000) $290 Shares 7,253 Est. Cost $52.97 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value ($000) $289 Shares 7,270 Est. Cost $37.60 Unrealized
NVO NOVO-NORDISK A/S ADR ADR CMN 0.0%
Value ($000) $287 Shares 2,883 Est. Cost $101.45 Unrealized
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.0%
Value ($000) $287 Shares 5,900 Est. Cost $55.99 Unrealized
DAR DARLING INTERNATIONAL INC 0.0%
Value ($000) $287 Shares 4,342 Est. Cost $69.73 Unrealized 0.0%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $286 Shares 6,416 Est. Cost $44.58 Unrealized
SCZ ISHARES MSCI EAFE SMALL CAP ETF 0.0%
Value ($000) $285 Shares 5,852 Est. Cost $68.25 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $284 Shares 2,126 Est. Cost $114.23 Unrealized +16.8%
GKOS GLAUKOS CORP COM 0.0%
Value ($000) $279 Shares 5,243 Est. Cost $45.20 Unrealized +14.2%
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $279 Shares 4,252 Est. Cost $62.78 Unrealized
PHYSICIANS RLTY TR COM 0.0%
Value ($000) $279 Shares 18,560 Est. Cost $17.53 Unrealized
SCHE SCHWAB EMERGING MARKET EQ ETF 0.0%
Value ($000) $279 Shares 12,449 Est. Cost $28.01 Unrealized
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $279 Shares 7,126 Est. Cost $63.70 Unrealized -31.1%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $278 Shares 6,327 Est. Cost $44.59 Unrealized -12.1%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $278 Shares 16,482 Est. Cost $12.68 Unrealized +9.8%
TD TORONTO DOMINION BANK 0.0%
Value ($000) $277 Shares 4,501 Est. Cost $64.74 Unrealized 0.0%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $276 Shares 16,258 Est. Cost $9.82 Unrealized +26.9%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $274 Shares 7,717 Est. Cost $21.28 Unrealized +76.7%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $274 Shares 4,342 Est. Cost $103.69 Unrealized -41.6%
PRF POWERSHARES FTSE RAFI US 1000 0.0%
Value ($000) $273 Shares 1,966 Est. Cost $146.64 Unrealized
LYB LYONDELLBASELL 0.0%
Value ($000) $272 Shares 3,608 Est. Cost $72.02 Unrealized -6.3%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $271 Shares 1,644 Est. Cost $154.78 Unrealized +18.2%
INBK FIRST INTERNET BANCORP 0.0%
Value ($000) $268 Shares 7,911 Est. Cost $30.94 Unrealized +17.8%
NVS NOVARTIS AG ADR 0.0%
Value ($000) $267 Shares 3,511 Est. Cost $85.07 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $264 Shares 54,146 Est. Cost $15.27 Unrealized -58.6%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $264 Shares 4,273 Est. Cost $56.33 Unrealized -1.0%
TDC TERADATA CORP 0.0%
Value ($000) $263 Shares 8,470 Est. Cost $51.54 Unrealized -32.2%
BALL BALL CORP COM 0.0%
Value ($000) $263 Shares 5,434 Est. Cost $85.35 Unrealized -31.4%
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $262 Shares 3,932 Est. Cost $131.68 Unrealized
BCE BCE INC COM NEW 0.0%
Value ($000) $262 Shares 6,251 Est. Cost $38.47 Unrealized -2.1%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $262 Shares 2,883 Est. Cost $66.67 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $261 Shares 2,362 Est. Cost $137.72 Unrealized
CLW CLEARWATER PAPER CORP COM 0.0%
Value ($000) $259 Shares 6,900 Est. Cost $31.29 Unrealized +26.6%
MDY S & P MID CAP 400 DEP RCPTS MID CAP 0.0%
Value ($000) $255 Shares 635 Est. Cost $410.70 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $255 Shares 5,328 Est. Cost $50.07 Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $255 Shares 1,698 Est. Cost $72.49 Unrealized 0.0%
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $253 Shares 1,749 Est. Cost $142.54 Unrealized 0.0%
NIO NIO INC SPON ADS 0.0%
Value ($000) $252 Shares 15,991 Est. Cost $20.79 Unrealized
BSV VANGUARD SHORT TERM BOND 0.0%
Value ($000) $250 Shares 3,346 Est. Cost $76.77 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $249 Shares 5,222 Est. Cost $49.36 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $247 Shares 766 Est. Cost $299.43 Unrealized +10.7%
PROSHARES TRULTRAPRO SHORT QQQ NEW 0.0%
Value ($000) $245 Shares 4,000 Est. Cost $61.25 Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $245 Shares 2,439 Est. Cost $47.86 Unrealized +5.8%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $245 Shares 1,556 Est. Cost $160.05 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $244 Shares 2,237 Est. Cost $124.20 Unrealized 0.0%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $243 Shares 1,786 Est. Cost $133.82 Unrealized 0.0%
ANF ABERCROMBIE & FITCH CO CL A 0.0%
Value ($000) $240 Shares 15,450 Est. Cost $25.61 Unrealized -32.6%
FTNT FORTINET INC COM 0.0%
Value ($000) $238 Shares 4,835 Est. Cost $59.81 Unrealized -9.4%
AXON TASER INTERNATIONAL INC 0.0%
Value ($000) $236 Shares 2,043 Est. Cost $113.33 Unrealized 0.0%
SMTC SEMTECH CORP COM 0.0%
Value ($000) $235 Shares 8,000 Est. Cost $68.50 Unrealized -31.6%
MRVI MARAVAI LIFESCIENCES HLDGS INC COM CL A 0.0%
Value ($000) $232 Shares 9,092 Est. Cost $25.09 Unrealized 0.0%
ACTIVISION INC 0.0%
Value ($000) $231 Shares 3,111 Est. Cost $77.87 Unrealized
EQNR STATOIL ASA SPONSORED ADR CMN 0.0%
Value ($000) $230 Shares 6,944 Est. Cost $34.76 Unrealized
MARATHON OIL CORP COM 0.0%
Value ($000) $230 Shares 10,208 Est. Cost $14.10 Unrealized
ZS ZSCALER INC COM 0.0%
Value ($000) $229 Shares 1,394 Est. Cost $209.26 Unrealized -21.8%
QCOM QUALCOMM INC 0.0%
Value ($000) $229 Shares 3,800 Est. Cost $124.25 Unrealized +2.3%
QCOM QUALCOMM INC 0.0%
Value ($000) $229 Shares 3,800 Est. Cost $124.25 Unrealized +2.3%
IYW ISHARES DJ US TECHNOLOGY 0.0%
Value ($000) $228 Shares 3,108 Est. Cost $127.40 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $228 Shares 589 Est. Cost $528.12 Unrealized -20.0%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $226 Shares 745 Est. Cost $417.89 Unrealized +2.4%
PRFZ POWERSHARES FTSE RAFI US 1500 S/M PT 0.0%
Value ($000) $226 Shares 1,550 Est. Cost $158.70 Unrealized
PENN PENN NATL GAMING INC 0.0%
Value ($000) $225 Shares 8,165 Est. Cost $67.63 Unrealized -52.3%
TWITTER INC COM 0.0%
Value ($000) $225 Shares 5,140 Est. Cost $45.45 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $224 Shares 2,607 Est. Cost $81.47 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $224 Shares 3,511 Est. Cost $40.97 Unrealized +69.1%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $222 Shares 1,293 Est. Cost $144.00 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $222 Shares 682 Est. Cost $311.06 Unrealized +18.1%
DIA SPDR DOW JONES INDUSTRIAL ETF 0.0%
Value ($000) $218 Shares 760 Est. Cost $286.84 Unrealized
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $217 Shares 6,006 Est. Cost $67.87 Unrealized -38.1%
SLYV SPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF 0.0%
Value ($000) $217 Shares 3,230 Est. Cost $49.88 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $215 Shares 770 Est. Cost $365.16 Unrealized -15.1%
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $215 Shares 1,774 Est. Cost $112.40 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $214 Shares 5,780 Est. Cost $30.17 Unrealized +12.0%
NUE NUCOR CORP COM 0.0%
Value ($000) $212 Shares 1,980 Est. Cost $119.11 Unrealized 0.0%
WELL WELLTOWER INC COM 0.0%
Value ($000) $210 Shares 3,259 Est. Cost $56.23 Unrealized +27.8%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $210 Shares 2,427 Est. Cost $64.50 Unrealized +35.1%
LINDE PLC SHS 0.0%
Value ($000) $208 Shares 762 Est. Cost $272.97 Unrealized
EWU ISHARES MSCI UNITED KINGDOM ETF 0.0%
Value ($000) $208 Shares 7,950 Est. Cost $33.67 Unrealized
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $206 Shares 10,413 Est. Cost $21.95 Unrealized 0.0%
SAVA CASSAVA SCIENCES INC COM 0.0%
Value ($000) $205 Shares 4,902 Est. Cost $27.01 Unrealized 0.0%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $205 Shares 1,528 Est. Cost $135.67 Unrealized 0.0%
PLD PROLOGIS SHARE BENEFICIAL INT 0.0%
Value ($000) $204 Shares 2,007 Est. Cost $130.11 Unrealized -14.3%
CANADIAN PAC RAILWAYLTD 0.0%
Value ($000) $204 Shares 3,056 Est. Cost $72.92 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $204 Shares 490 Est. Cost $758.78 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $203 Shares 3,440 Est. Cost $59.01 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $201 Shares 796 Est. Cost $250.71 Unrealized 0.0%
MCO MOODYS CORP 0.0%
Value ($000) $201 Shares 828 Est. Cost $194.35 Unrealized +45.3%
KIMBALL INTERNATIONAL INC-CL B 0.0%
Value ($000) $200 Shares 31,747 Est. Cost $16.64 Unrealized
CHDN CHURCHILL DOWNS INC COM 0.0%
Value ($000) $200 Shares 1,088 Est. Cost $116.05 Unrealized -13.3%
TGTX TG THERAPEUTICS INC COM 0.0%
Value ($000) $195 Shares 32,900 Est. Cost $15.72 Unrealized -58.3%
XYZ BLOCK INC CL A 0.0%
Value ($000) $195 Shares 3,542 Est. Cost $138.20 Unrealized -48.8%
KEY KEYCORP COM 0.0%
Value ($000) $186 Shares 11,635 Est. Cost $17.31 Unrealized -14.0%
PGX POWERSHARES GLOBAL PREFERRED ETF 0.0%
Value ($000) $180 Shares 15,179 Est. Cost $14.99 Unrealized
USD PROSHARES ULTRA SEMICONDUCTORS 0.0%
Value ($000) $178 Shares 12,390 Est. Cost $36.40 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $176 Shares 3,200 Est. Cost $138.20 Unrealized -48.8%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $174 Shares 21,361 Est. Cost $22.08 Unrealized -59.7%
VOD VODAFONE GROUP NEW ADR F 0.0%
Value ($000) $171 Shares 15,104 Est. Cost $18.81 Unrealized
GRAB GRAB HOLDINGS LIMITED CLASS A ORD 0.0%
Value ($000) $162 Shares 61,500 Est. Cost $8.25 Unrealized -63.3%
ATEC ALPHATEC HLDGS INC COM NEW 0.0%
Value ($000) $158 Shares 18,125 Est. Cost $6.15 Unrealized +28.6%
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.0%
Value ($000) $152 Shares 11,856 Est. Cost $9.57 Unrealized
OAKTREE SPECIALTY LENDING CORP COM 0.0%
Value ($000) $150 Shares 25,000 Est. Cost $6.20 Unrealized
NAK NORTHERN DYNASTY MINERALS LTD COM 0.0%
Value ($000) $135 Shares 553,451 Est. Cost $0.49 Unrealized -41.5%
TCPC BLACKROCK TCP CAPITAL CORP COM 0.0%
Value ($000) $134 Shares 12,300 Est. Cost $14.03 Unrealized -7.3%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $133 Shares 21,902 Est. Cost $6.07 Unrealized
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $108 Shares 16,065 Est. Cost $44.53 Unrealized -77.2%
QQQ POWERSHARES QQQ TR 0.0%
Value ($000) $107 Shares 400 Est. Cost $184.98 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $96 Shares 11,216 Est. Cost $13.01 Unrealized -35.2%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $94 Shares 22,000 Est. Cost $4.74 Unrealized
VERTEX ENERGY INC COM 0.0%
Value ($000) $91 Shares 14,634 Est. Cost $6.22 Unrealized
NRGV ENERGY VAULT HOLDINGS INC COM 0.0%
Value ($000) $89 Shares 16,933 Est. Cost $5.43 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $83 Shares 100 Est. Cost $1233.32 Unrealized -30.3%
SLI STANDARD LITHIUM LTD COM 0.0%
Value ($000) $82 Shares 19,004 Est. Cost $9.79 Unrealized -46.5%
VIRGIN GALACTIC HOLDINGS INC COM 0.0%
Value ($000) $81 Shares 17,272 Est. Cost $9.47 Unrealized
RIG TRANSOCEAN 0.0%
Value ($000) $78 Shares 31,600 Est. Cost $3.80 Unrealized -15.9%
CCL CARNIVAL CORP 0.0%
Value ($000) $72 Shares 10,171 Est. Cost $9.69 Unrealized 0.0%
MSFT MICROSOFT 0.0%
Value ($000) $70 Shares 300 Est. Cost $175.92 Unrealized +46.0%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $65 Shares 15,235 Est. Cost $4.74 Unrealized
PDSB PDS BIOTECHNOLOGY CORP COM 0.0%
Value ($000) $64 Shares 21,570 Est. Cost $12.02 Unrealized -64.7%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $59 Shares 200 Est. Cost $215.25 Unrealized +38.0%
ANGION BIOMEDICA CORP COM 0.0%
Value ($000) $59 Shares 63,659 Est. Cost $4.96 Unrealized
SLDP SOLID POWER INC CLASS A COM 0.0%
Value ($000) $58 Shares 11,075 Est. Cost $6.32 Unrealized 0.0%
GLOBALSTAR INC COM 0.0%
Value ($000) $54 Shares 34,000 Est. Cost $1.35 Unrealized
QQQ POWERSHARES QQQ TR 0.0%
Value ($000) $53 Shares 200 Est. Cost $184.98 Unrealized
9 METERS BIOPHARMA INC COM NEW 0.0%
Value ($000) $45 Shares 209,688 Est. Cost $1.05 Unrealized
DMTKQ DERMTECH INC COM 0.0%
Value ($000) $43 Shares 10,865 Est. Cost $5.52 Unrealized
TILRAY BRANDS INC COM CL 2 0.0%
Value ($000) $43 Shares 15,770 Est. Cost $3.11 Unrealized
SRNE SORRENTO THERAPEUTICS INC COM NEW 0.0%
Value ($000) $42 Shares 26,473 Est. Cost $5.51 Unrealized -58.8%
SAN BANCO SANTANDER CENT HISP 0.0%
Value ($000) $40 Shares 17,376 Est. Cost $3.24 Unrealized
HUT 8 MNG CORP COM 0.0%
Value ($000) $35 Shares 19,421 Est. Cost $3.89 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $33 Shares 200 Est. Cost $154.78 Unrealized +18.2%
GTX INC DEL 0.0%
Value ($000) $31 Shares 34,536 Est. Cost $4.17 Unrealized
BLACKSKY TECHNOLOGY INC COM CL A 0.0%
Value ($000) $28 Shares 18,368 Est. Cost $2.13 Unrealized
DISCOVERY COMMUNICATIONS INC NEW COM SER C 0.0%
Value ($000) $27 Shares 27,480 Est. Cost $17.80 Unrealized
CENNTRO ELECTRIC GROUP LIMITED ORD SHS 0.0%
Value ($000) $26 Shares 25,000 Est. Cost $2.20 Unrealized
GEVO GEVO INC 0.0%
Value ($000) $23 Shares 10,000 Est. Cost $6.19 Unrealized -54.9%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $21 Shares 200 Est. Cost $94.01 Unrealized +12.4%
WESTERN ASSET MORTGAGE CAPITAL 6.75 10/01/2022 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $1.00 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $19 Shares 200 Est. Cost $130.71 Unrealized -20.0%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $17 Shares 100 Est. Cost $216.48 Unrealized -23.5%
SEELOS THERAPEUTICS INC COM 0.0%
Value ($000) $15 Shares 14,825 Est. Cost $0.67 Unrealized
LOGICMARK INC COM NEW 0.0%
Value ($000) $15 Shares 20,000 Est. Cost $1.10 Unrealized
LEAP THERAPEUTICS INC COM 0.0%
Value ($000) $14 Shares 15,635 Est. Cost $3.88 Unrealized
ALPINE 4 HOLDINGS INC CL A 0.0%
Value ($000) $12 Shares 21,864 Est. Cost $1.05 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $213.57 Unrealized -28.2%
TUYA TUYA INC SPONSERED ADS 0.0%
Value ($000) $10 Shares 10,600 Est. Cost $2.92 Unrealized
TITAN MED INC COM NEW 0.0%
Value ($000) $9 Shares 19,695 Est. Cost $0.46 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $8 Shares 500 Est. Cost $14.08 Unrealized +12.9%
FFBC FIRST FINANCIAL BANCORP INC OHIO 0.0%
Value ($000) $4 Shares 200 Est. Cost $19.10 Unrealized -0.9%
T2 BIOSYSTEMS INC COM NEW 0.0%
Value ($000) $4 Shares 34,800 Est. Cost $1.26 Unrealized
PENN PENN NATL GAMING INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $67.63 Unrealized -52.3%
REVELATION BIOSCIENCES INC COM 0.0%
Value ($000) $3 Shares 10,000 Est. Cost $1.10 Unrealized
SLAM CORP WT EXP 022326 0.0%
Value ($000) $1 Shares 13,606 Est. Cost $0.44 Unrealized
PAVMED INC COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $2.40 Unrealized
VIRGIN GALACTIC HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $9.47 Unrealized