Princeton Global Asset Management LLC Diversified Active

CIK: 0001767349 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 2, 2022

Total Value ($000): $357,155 (100.0% shares, 0.0% debt)

Holdings (537)

MSFT MICROSOFT CORP COM 5.9%
Value ($000) $21,103 Shares 62,746 Est. Cost $119.35 Unrealized +162.6%
AVGO BROADCOM INC COM 3.1%
Value ($000) $11,244 Shares 16,898 Est. Cost $21.90 Unrealized +136.5%
BX BLACKSTONE INC COM 3.1%
Value ($000) $10,898 Shares 84,230 Est. Cost $33.84 Unrealized +243.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 2.8%
Value ($000) $9,826 Shares 81,672 Est. Cost $42.66 Unrealized
UNH UNITEDHEALTH GROUP INC COM 2.6%
Value ($000) $9,255 Shares 18,431 Est. Cost $232.88 Unrealized +81.3%
JPM JPMORGAN CHASE & CO COM 2.5%
Value ($000) $8,872 Shares 56,026 Est. Cost $93.05 Unrealized +58.9%
ABT ABBOTT LABS COM 2.2%
Value ($000) $7,835 Shares 55,667 Est. Cost $89.61 Unrealized +32.5%
GOOGL ALPHABET INC CAP STK CL A 2.2%
Value ($000) $7,828 Shares 2,702 Est. Cost $61.65 Unrealized +131.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.0%
Value ($000) $7,083 Shares 23,688 Est. Cost $209.72 Unrealized +36.6%
AAPL APPLE INC COM 1.9%
Value ($000) $6,759 Shares 38,063 Est. Cost $93.00 Unrealized +66.4%
TMO THERMO FISHER SCIENTIFIC INC COM 1.8%
Value ($000) $6,428 Shares 9,634 Est. Cost $264.15 Unrealized +133.7%
ABBV ABBVIE INC COM 1.7%
Value ($000) $6,112 Shares 45,137 Est. Cost $76.75 Unrealized +32.5%
SONY SONY GROUP CORPORATION SPONSORED ADR 1.6%
Value ($000) $5,620 Shares 44,465 Est. Cost $53.56 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 1.5%
Value ($000) $5,318 Shares 95,681 Est. Cost $43.54 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 1.5%
Value ($000) $5,247 Shares 12,657 Est. Cost $156.76 Unrealized +119.0%
V VISA INC COM CL A 1.4%
Value ($000) $4,887 Shares 22,551 Est. Cost $144.74 Unrealized +43.8%
GLD SPDR GOLD SHARES 1.3%
Value ($000) $4,675 Shares 27,348 Est. Cost $153.54 Unrealized
AMZN AMAZON COM INC COM 1.2%
Value ($000) $4,375 Shares 1,312 Est. Cost $142.52 Unrealized +20.1%
CSCO CISCO SYS INC COM 1.2%
Value ($000) $4,247 Shares 67,014 Est. Cost $37.60 Unrealized +34.2%
NEE NEXTERA ENERGY INC COM 1.2%
Value ($000) $4,181 Shares 44,786 Est. Cost $61.62 Unrealized +25.5%
BAC BK OF AMERICA CORP COM 1.1%
Value ($000) $4,008 Shares 90,077 Est. Cost $24.73 Unrealized +65.8%
JNJ JOHNSON & JOHNSON COM 1.1%
Value ($000) $3,970 Shares 23,208 Est. Cost $116.98 Unrealized +24.0%
ISHARES IBONDS DEC 2022 TERM CORPORATE ETF 1.1%
Value ($000) $3,808 Shares 151,476 Est. Cost $25.28 Unrealized
CSL CARLISLE COS INC COM 1.1%
Value ($000) $3,802 Shares 15,323 Est. Cost $135.66 Unrealized +61.5%
GOOG ALPHABET INC CAP STK CL C 1.0%
Value ($000) $3,588 Shares 1,240 Est. Cost $56.95 Unrealized +151.9%
CB CHUBB LIMITED COM 1.0%
Value ($000) $3,491 Shares 18,057 Est. Cost $120.78 Unrealized +47.0%
LCII LCI INDS COM 1.0%
Value ($000) $3,489 Shares 22,382 Est. Cost $117.57 Unrealized +7.8%
VRTX VERTEX PHARMACEUTICALS INC COM 1.0%
Value ($000) $3,466 Shares 15,782 Est. Cost $185.57 Unrealized +4.8%
STE STERIS PLC SHS USD 1.0%
Value ($000) $3,422 Shares 14,059 Est. Cost $144.92 Unrealized +52.0%
PEP PEPSICO INC COM 1.0%
Value ($000) $3,407 Shares 19,612 Est. Cost $109.71 Unrealized +30.8%
VMC VULCAN MATLS CO COM 0.9%
Value ($000) $3,353 Shares 16,152 Est. Cost $125.08 Unrealized +49.8%
HD HOME DEPOT INC COM 0.9%
Value ($000) $3,287 Shares 7,921 Est. Cost $195.93 Unrealized +75.2%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.9%
Value ($000) $3,187 Shares 5,621 Est. Cost $355.41 Unrealized +75.9%
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 0.9%
Value ($000) $3,161 Shares 62,736 Est. Cost $50.44 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.8%
Value ($000) $2,977 Shares 13,889 Est. Cost $128.32 Unrealized +31.4%
WSO WATSCO INC COM 0.8%
Value ($000) $2,878 Shares 9,197 Est. Cost $180.08 Unrealized +64.5%
MRK MERCK & CO INC COM 0.8%
Value ($000) $2,789 Shares 36,397 Est. Cost $63.31 Unrealized +10.4%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.8%
Value ($000) $2,754 Shares 46,014 Est. Cost $44.84 Unrealized
GRMN GARMIN LTD SHS 0.7%
Value ($000) $2,627 Shares 19,290 Est. Cost $77.08 Unrealized +70.6%
PFFV GLOBAL X VARIABLE RATE PREFERRED ETF 0.7%
Value ($000) $2,616 Shares 94,293 Est. Cost $27.74 Unrealized
CMCSA COMCAST CORP NEW CL A 0.7%
Value ($000) $2,569 Shares 51,052 Est. Cost $35.52 Unrealized +29.9%
AAP ADVANCE AUTO PARTS INC COM 0.7%
Value ($000) $2,545 Shares 10,611 Est. Cost $174.66 Unrealized +17.6%
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 0.7%
Value ($000) $2,501 Shares 41,415 Est. Cost $36.53 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.7%
Value ($000) $2,498 Shares 7,027 Est. Cost $288.16 Unrealized +7.2%
TILRAY INC COM CL 2 0.7%
Value ($000) $2,450 Shares 348,537 Est. Cost $15.22 Unrealized
PWR QUANTA SVCS INC COM 0.7%
Value ($000) $2,433 Shares 21,215 Est. Cost $114.53 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.7%
Value ($000) $2,419 Shares 38,802 Est. Cost $47.03 Unrealized +4.7%
MDLZ MONDELEZ INTL INC CL A 0.6%
Value ($000) $2,256 Shares 34,020 Est. Cost $42.63 Unrealized +29.8%
NOC NORTHROP GRUMMAN CORP COM 0.6%
Value ($000) $2,220 Shares 5,736 Est. Cost $285.56 Unrealized +21.9%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.6%
Value ($000) $2,216 Shares 12,122 Est. Cost $106.42 Unrealized +53.8%
MDT MEDTRONIC PLC SHS 0.6%
Value ($000) $2,116 Shares 20,457 Est. Cost $83.76 Unrealized +21.8%
CDW CDW CORP COM 0.6%
Value ($000) $2,113 Shares 10,320 Est. Cost $119.52 Unrealized +51.0%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.6%
Value ($000) $2,042 Shares 23,727 Est. Cost $66.86 Unrealized +18.6%
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.6%
Value ($000) $2,029 Shares 78,257 Est. Cost $25.88 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.5%
Value ($000) $1,955 Shares 9,366 Est. Cost $110.56 Unrealized +35.7%
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF 0.5%
Value ($000) $1,921 Shares 94,155 Est. Cost $20.48 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.5%
Value ($000) $1,919 Shares 17,867 Est. Cost $105.41 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.5%
Value ($000) $1,917 Shares 8,992 Est. Cost $182.92 Unrealized +11.3%
PKG PACKAGING CORP AMER COM 0.5%
Value ($000) $1,895 Shares 13,917 Est. Cost $86.08 Unrealized +37.6%
LOW LOWES COS INC COM 0.5%
Value ($000) $1,858 Shares 7,187 Est. Cost $126.97 Unrealized +73.1%
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.5%
Value ($000) $1,813 Shares 35,645 Est. Cost $50.95 Unrealized
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.5%
Value ($000) $1,724 Shares 67,152 Est. Cost $25.85 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 0.5%
Value ($000) $1,710 Shares 7,562 Est. Cost $140.39 Unrealized
DKS DICKS SPORTING GOODS INC COM 0.5%
Value ($000) $1,699 Shares 14,776 Est. Cost $108.85 Unrealized 0.0%
ZTS ZOETIS INC CL A 0.5%
Value ($000) $1,696 Shares 6,950 Est. Cost $117.47 Unrealized +79.2%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.5%
Value ($000) $1,673 Shares 31,044 Est. Cost $53.35 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.5%
Value ($000) $1,665 Shares 3,550 Est. Cost $138.50 Unrealized +207.5%
TOTALENERGIES SE SPONSORED ADS 0.5%
Value ($000) $1,639 Shares 33,130 Est. Cost $51.07 Unrealized
PM PHILIP MORRIS INTL INC COM 0.4%
Value ($000) $1,579 Shares 16,623 Est. Cost $55.66 Unrealized +37.1%
DVYE ISHARES EMERGING MARKETS DIVIDEND ETF 0.4%
Value ($000) $1,574 Shares 40,894 Est. Cost $34.10 Unrealized
EOG EOG RES INC COM 0.4%
Value ($000) $1,516 Shares 17,069 Est. Cost $75.37 Unrealized -2.7%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.4%
Value ($000) $1,471 Shares 13,895 Est. Cost $105.80 Unrealized
IX ORIX CORP SPONSORED ADR 0.4%
Value ($000) $1,446 Shares 14,210 Est. Cost $71.97 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.4%
Value ($000) $1,404 Shares 27,678 Est. Cost $50.69 Unrealized
ORCL ORACLE CORP COM 0.4%
Value ($000) $1,389 Shares 15,930 Est. Cost $59.48 Unrealized +49.5%
NTR NUTRIEN LTD COM 0.4%
Value ($000) $1,380 Shares 18,349 Est. Cost $41.21 Unrealized +49.6%
TFC TRUIST FINL CORP COM 0.4%
Value ($000) $1,351 Shares 23,079 Est. Cost $40.72 Unrealized +22.1%
MPC MARATHON PETE CORP COM 0.4%
Value ($000) $1,333 Shares 20,832 Est. Cost $50.16 Unrealized +16.4%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $1,327 Shares 4,950 Est. Cost $164.50 Unrealized +39.6%
PCAR PACCAR INC COM 0.4%
Value ($000) $1,315 Shares 14,902 Est. Cost $51.79 Unrealized -5.9%
QUS SPDR MSCI USA STRATEGICFACTORS ETF 0.3%
Value ($000) $1,242 Shares 9,511 Est. Cost $84.17 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.3%
Value ($000) $1,214 Shares 30,776 Est. Cost $36.60 Unrealized
UNILEVER PLC SPON ADR NEW 0.3%
Value ($000) $1,211 Shares 22,510 Est. Cost $60.29 Unrealized
CAT CATERPILLAR INC COM 0.3%
Value ($000) $1,206 Shares 5,835 Est. Cost $167.62 Unrealized +11.4%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $1,175 Shares 6,233 Est. Cost $92.63 Unrealized +83.7%
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.3%
Value ($000) $1,165 Shares 22,324 Est. Cost $28.63 Unrealized +36.1%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $1,143 Shares 5,484 Est. Cost $132.62 Unrealized +39.5%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.3%
Value ($000) $1,118 Shares 10,221 Est. Cost $109.78 Unrealized
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $1,081 Shares 17,672 Est. Cost $49.15 Unrealized +9.7%
INTC INTEL CORP COM 0.3%
Value ($000) $1,076 Shares 20,892 Est. Cost $48.68 Unrealized -2.9%
APH AMPHENOL CORP NEW CL A 0.3%
Value ($000) $1,023 Shares 11,700 Est. Cost $26.17 Unrealized +48.7%
APD AIR PRODS & CHEMS INC COM 0.3%
Value ($000) $1,007 Shares 3,310 Est. Cost $160.96 Unrealized +63.8%
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.3%
Value ($000) $943 Shares 20,717 Est. Cost $30.29 Unrealized
GLW CORNING INC COM 0.3%
Value ($000) $941 Shares 25,277 Est. Cost $26.45 Unrealized +26.0%
XYL XYLEM INC COM 0.2%
Value ($000) $889 Shares 7,417 Est. Cost $71.19 Unrealized +65.8%
ECL ECOLAB INC COM 0.2%
Value ($000) $851 Shares 3,627 Est. Cost $153.07 Unrealized +40.8%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $848 Shares 17,894 Est. Cost $25.53 Unrealized +28.4%
NVS NOVARTIS AG SPONSORED ADR 0.2%
Value ($000) $840 Shares 9,605 Est. Cost $86.67 Unrealized
DE DEERE & CO COM 0.2%
Value ($000) $835 Shares 2,435 Est. Cost $326.72 Unrealized +0.6%
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.2%
Value ($000) $827 Shares 31,125 Est. Cost $26.97 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.2%
Value ($000) $825 Shares 10,258 Est. Cost $51.34 Unrealized
IBB ISHARES BIOTECHNOLOGY FUND 0.2%
Value ($000) $804 Shares 5,270 Est. Cost $100.09 Unrealized
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF 0.2%
Value ($000) $804 Shares 11,241 Est. Cost $45.85 Unrealized
DTE DTE ENERGY CO COM 0.2%
Value ($000) $799 Shares 6,685 Est. Cost $81.39 Unrealized +22.2%
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.2%
Value ($000) $767 Shares 14,494 Est. Cost $37.93 Unrealized
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $756 Shares 1,731 Est. Cost $260.26 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.2%
Value ($000) $736 Shares 27,862 Est. Cost $26.88 Unrealized
DGRS WISDOMTREE U.S. SMALLCAP QUALITY DIVIDEND GROWTH FUND 0.2%
Value ($000) $673 Shares 14,134 Est. Cost $42.19 Unrealized
META META PLATFORMS INC CL A 0.2%
Value ($000) $673 Shares 2,001 Est. Cost $304.98 Unrealized +8.1%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.2%
Value ($000) $664 Shares 9,946 Est. Cost $45.67 Unrealized +20.5%
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.2%
Value ($000) $659 Shares 11,269 Est. Cost $40.84 Unrealized
NEM NEWMONT CORP COM 0.2%
Value ($000) $653 Shares 10,531 Est. Cost $51.51 Unrealized -3.2%
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $649 Shares 1,697 Est. Cost $164.39 Unrealized +116.8%
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND 0.2%
Value ($000) $618 Shares 6,017 Est. Cost $84.71 Unrealized
QQQ INVESCO QQQ TRUST 0.2%
Value ($000) $612 Shares 1,539 Est. Cost $188.76 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.2%
Value ($000) $582 Shares 3,552 Est. Cost $79.71 Unrealized
WSM WILLIAMS SONOMA INC COM 0.2%
Value ($000) $544 Shares 3,215 Est. Cost $85.90 Unrealized 0.0%
ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF 0.1%
Value ($000) $524 Shares 20,113 Est. Cost $26.26 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.1%
Value ($000) $522 Shares 13,260 Est. Cost $30.11 Unrealized
QEFA SPDR MSCI EAFE STRATEGICFACTORS ETF 0.1%
Value ($000) $521 Shares 6,784 Est. Cost $60.45 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $518 Shares 3,167 Est. Cost $96.32 Unrealized +68.0%
T AT&T INC COM 0.1%
Value ($000) $512 Shares 20,831 Est. Cost $15.69 Unrealized -6.5%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF 0.1%
Value ($000) $490 Shares 15,068 Est. Cost $26.13 Unrealized
CI CIGNA CORP NEW COM 0.1%
Value ($000) $472 Shares 2,057 Est. Cost $200.70 Unrealized -1.7%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $460 Shares 1,544 Est. Cost $144.49 Unrealized +76.6%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $448 Shares 3,993 Est. Cost $85.02 Unrealized
DIS DISNEY WALT CO COM 0.1%
Value ($000) $445 Shares 2,872 Est. Cost $124.45 Unrealized +26.8%
SPIP SPDR PORTFOLIO TIPS ETF 0.1%
Value ($000) $443 Shares 14,048 Est. Cost $31.53 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $442 Shares 8,498 Est. Cost $40.83 Unrealized -1.1%
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $431 Shares 10,798 Est. Cost $27.97 Unrealized
IYY ISHARES DOW JONES U.S. ETF 0.1%
Value ($000) $424 Shares 3,600 Est. Cost $108.03 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value ($000) $413 Shares 5,634 Est. Cost $47.64 Unrealized
PGX INVESCO PREFERRED ETF 0.1%
Value ($000) $401 Shares 26,758 Est. Cost $14.91 Unrealized
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $397 Shares 1,350 Est. Cost $20.76 Unrealized +32.2%
MTX MINERALS TECHNOLOGIES INC COM 0.1%
Value ($000) $395 Shares 5,400 Est. Cost $54.02 Unrealized +30.1%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $389 Shares 6,925 Est. Cost $39.03 Unrealized +25.1%
PFE PFIZER INC COM 0.1%
Value ($000) $384 Shares 6,500 Est. Cost $29.04 Unrealized +38.5%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX ETF 0.1%
Value ($000) $381 Shares 10,185 Est. Cost $30.87 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $379 Shares 2,132 Est. Cost $126.87 Unrealized +0.3%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $376 Shares 6,451 Est. Cost $52.53 Unrealized
BAX BAXTER INTL INC COM 0.1%
Value ($000) $376 Shares 4,375 Est. Cost $75.29 Unrealized -2.8%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $370 Shares 2,129 Est. Cost $79.88 Unrealized
GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $366 Shares 9,880 Est. Cost $30.40 Unrealized
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.1%
Value ($000) $351 Shares 4,300 Est. Cost $45.88 Unrealized
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $350 Shares 4,100 Est. Cost $63.87 Unrealized +6.6%
DIVB ISHARES U.S. DIVIDEND AND BUYBACK ETF 0.1%
Value ($000) $345 Shares 8,058 Est. Cost $42.81 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING 0.1%
Value ($000) $340 Shares 3,256 Est. Cost $57.80 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $330 Shares 3,758 Est. Cost $61.17 Unrealized
HUBB HUBBELL INC COM 0.1%
Value ($000) $328 Shares 1,576 Est. Cost $172.49 Unrealized +8.5%
PEOPLES UNITED FINANCIAL INC COM 0.1%
Value ($000) $321 Shares 18,000 Est. Cost $14.42 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $320 Shares 674 Est. Cost $328.18 Unrealized
SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 0.1%
Value ($000) $319 Shares 8,159 Est. Cost $28.26 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $294 Shares 2,000 Est. Cost $99.50 Unrealized
FIW FIRST TRUST WATER ETF 0.1%
Value ($000) $286 Shares 3,013 Est. Cost $55.52 Unrealized
ISHARES IBONDS DEC 2023 TERM MUNI BOND ETF 0.1%
Value ($000) $283 Shares 10,904 Est. Cost $26.03 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $282 Shares 10,600 Est. Cost $23.30 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $278 Shares 2,080 Est. Cost $93.86 Unrealized +13.5%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $278 Shares 1,975 Est. Cost $102.13 Unrealized
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.1%
Value ($000) $275 Shares 4,051 Est. Cost $67.21 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $264 Shares 4,750 Est. Cost $57.60 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $260 Shares 14,300 Est. Cost $26.38 Unrealized -16.3%
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $255 Shares 1,081 Est. Cost $106.87 Unrealized +93.1%
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.1%
Value ($000) $254 Shares 1,100 Est. Cost $134.65 Unrealized
LOGI LOGITECH INTL S A SHS 0.1%
Value ($000) $253 Shares 3,070 Est. Cost $100.02 Unrealized -22.1%
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $253 Shares 840 Est. Cost $112.25 Unrealized +147.9%
ACWI ISHARES MSCI ACWI INDEX FUND 0.1%
Value ($000) $252 Shares 2,379 Est. Cost $68.42 Unrealized
SCCO SOUTHERN COPPER CORP COM 0.1%
Value ($000) $249 Shares 4,040 Est. Cost $54.50 Unrealized -11.8%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.1%
Value ($000) $249 Shares 3,781 Est. Cost $106.09 Unrealized
FISV FISERV INC COM 0.1%
Value ($000) $239 Shares 2,300 Est. Cost $83.87 Unrealized +23.3%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $238 Shares 2,680 Est. Cost $66.90 Unrealized +8.3%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $237 Shares 418 Est. Cost $293.02 Unrealized +66.6%
IJH ISHARES S&P MIDCAP FUND 0.1%
Value ($000) $226 Shares 800 Est. Cost $178.98 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $222 Shares 2,150 Est. Cost $70.26 Unrealized +14.6%
CW CURTISS WRIGHT CORP COM 0.1%
Value ($000) $219 Shares 1,580 Est. Cost $111.72 Unrealized +16.4%
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $217 Shares 1,495 Est. Cost $77.62 Unrealized +84.8%
KMPR KEMPER CORP COM 0.1%
Value ($000) $214 Shares 3,640 Est. Cost $85.42 Unrealized -28.8%
PFFD GLOBAL X U.S. PREFERRED ETF 0.1%
Value ($000) $207 Shares 8,028 Est. Cost $25.04 Unrealized
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.1%
Value ($000) $183 Shares 2,486 Est. Cost $73.18 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $178 Shares 1,226 Est. Cost $95.69 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $173 Shares 687 Est. Cost $156.85 Unrealized +37.1%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $173 Shares 625 Est. Cost $123.63 Unrealized +97.2%
PIMCO ENERGY & TACTICAL CR OPP COM SHS BEN INT 0.0%
Value ($000) $171 Shares 13,285 Est. Cost $9.46 Unrealized
EMMF WISDOMTREE EMERGING MARKETS MULTIFACTOR FUND 0.0%
Value ($000) $169 Shares 6,791 Est. Cost $20.23 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $163 Shares 1,100 Est. Cost $163.91 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $163 Shares 951 Est. Cost $157.36 Unrealized
DGRE WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $148 Shares 5,223 Est. Cost $29.50 Unrealized
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $148 Shares 3,077 Est. Cost $35.96 Unrealized +10.8%
PBD INVESCO GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $146 Shares 5,442 Est. Cost $16.82 Unrealized
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $140 Shares 870 Est. Cost $84.31 Unrealized +82.7%
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $134 Shares 800 Est. Cost $109.23 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $130 Shares 711 Est. Cost $93.15 Unrealized +56.8%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $129 Shares 1,150 Est. Cost $112.17 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $128 Shares 1,102 Est. Cost $71.57 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.0%
Value ($000) $122 Shares 3,307 Est. Cost $36.86 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $121 Shares 1,177 Est. Cost $73.17 Unrealized +18.0%
BA BOEING CO COM 0.0%
Value ($000) $120 Shares 595 Est. Cost $196.79 Unrealized +7.4%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $118 Shares 1,944 Est. Cost $38.17 Unrealized
JACOBS ENGR GROUP INC COM 0.0%
Value ($000) $112 Shares 801 Est. Cost $133.13 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $111 Shares 1,060 Est. Cost $72.15 Unrealized +19.6%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $109 Shares 4,960 Est. Cost $22.10 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $109 Shares 440 Est. Cost $126.97 Unrealized +65.6%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $107 Shares 565 Est. Cost $117.95 Unrealized +83.0%
HSY HERSHEY CO COM 0.0%
Value ($000) $105 Shares 542 Est. Cost $118.80 Unrealized +37.7%
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 0.0%
Value ($000) $102 Shares 2,000 Est. Cost $37.13 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $101 Shares 235 Est. Cost $326.28 Unrealized +13.2%
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.0%
Value ($000) $101 Shares 1,250 Est. Cost $80.35 Unrealized
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.0%
Value ($000) $101 Shares 7,000 Est. Cost $11.85 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $100 Shares 1,171 Est. Cost $57.94 Unrealized +22.4%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF 0.0%
Value ($000) $99 Shares 1,450 Est. Cost $69.49 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $99 Shares 3,236 Est. Cost $26.93 Unrealized +0.1%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $97 Shares 385 Est. Cost $175.20 Unrealized +21.3%
SYY SYSCO CORP COM 0.0%
Value ($000) $96 Shares 1,227 Est. Cost $56.69 Unrealized +21.3%
NUVEEN DOW 30 DYNMC OVERWRT FD SHS 0.0%
Value ($000) $95 Shares 5,355 Est. Cost $15.90 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $94 Shares 89 Est. Cost $167.58 Unrealized +100.1%
BLACKROCK INC COM 0.0%
Value ($000) $92 Shares 100 Est. Cost $720.00 Unrealized
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 0.0%
Value ($000) $91 Shares 800 Est. Cost $108.75 Unrealized
EASG XTRACKERS MSCI EAFE ESG LEADERS EQUITY ETF 0.0%
Value ($000) $89 Shares 2,820 Est. Cost $26.48 Unrealized
L LOEWS CORP COM 0.0%
Value ($000) $87 Shares 1,500 Est. Cost $45.69 Unrealized +22.3%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $87 Shares 500 Est. Cost $126.52 Unrealized +15.1%
ARGO GROUP INTL HLDGS LTD COM 0.0%
Value ($000) $85 Shares 1,459 Est. Cost $74.02 Unrealized
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $85 Shares 1,110 Est. Cost $96.31 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $83 Shares 720 Est. Cost $102.78 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $82 Shares 703 Est. Cost $87.09 Unrealized +10.3%
SO SOUTHERN CO COM 0.0%
Value ($000) $80 Shares 1,162 Est. Cost $46.20 Unrealized +18.4%
EYLD CAMBRIA EMERGING SHAREHOLDER YIELD ETF 0.0%
Value ($000) $76 Shares 2,130 Est. Cost $35.68 Unrealized
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 0.0%
Value ($000) $76 Shares 2,050 Est. Cost $37.07 Unrealized
BLACKROCK INNOVATION AND GRW SHS BEN INT 0.0%
Value ($000) $75 Shares 5,166 Est. Cost $20.26 Unrealized
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $75 Shares 1,640 Est. Cost $37.46 Unrealized
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $74 Shares 5,061 Est. Cost $23.09 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $73 Shares 1,954 Est. Cost $27.87 Unrealized +19.5%
WPC WP CAREY INC COM 0.0%
Value ($000) $71 Shares 869 Est. Cost $81.70 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $69 Shares 480 Est. Cost $85.27 Unrealized +57.6%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $69 Shares 1,168 Est. Cost $61.64 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $68 Shares 285 Est. Cost $30.36 Unrealized +34.1%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $67 Shares 400 Est. Cost $120.00 Unrealized +25.6%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $66 Shares 884 Est. Cost $53.88 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $66 Shares 225 Est. Cost $197.76 Unrealized +21.1%
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $65 Shares 600 Est. Cost $54.72 Unrealized +65.5%
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 0.0%
Value ($000) $65 Shares 3,200 Est. Cost $18.25 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $64 Shares 660 Est. Cost $82.04 Unrealized -5.3%
XYLD GLOBAL X S&P 500 COVERED CALL ETF 0.0%
Value ($000) $63 Shares 1,250 Est. Cost $49.51 Unrealized
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $60 Shares 530 Est. Cost $64.67 Unrealized +64.5%
AFL AFLAC INC COM 0.0%
Value ($000) $60 Shares 1,030 Est. Cost $50.98 Unrealized 0.0%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $59 Shares 640 Est. Cost $65.24 Unrealized +34.3%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $58 Shares 512 Est. Cost $72.12 Unrealized
EATON VANCE RISK-MANAGED DIVER COM 0.0%
Value ($000) $58 Shares 5,441 Est. Cost $9.37 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $55 Shares 1,600 Est. Cost $24.80 Unrealized +8.8%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $55 Shares 320 Est. Cost $99.37 Unrealized +41.4%
EATON VANCE TAX-MANAGED BUY- W COM 0.0%
Value ($000) $55 Shares 3,301 Est. Cost $14.95 Unrealized
INTF ISHARES MSCI INTL MULTIFACTOR ETF 0.0%
Value ($000) $52 Shares 1,790 Est. Cost $22.75 Unrealized
ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $52 Shares 1,208 Est. Cost $61.95 Unrealized
LYFT LYFT INC CL A COM 0.0%
Value ($000) $51 Shares 1,205 Est. Cost $54.63 Unrealized -14.4%
DISCOVERY INC COM SER C 0.0%
Value ($000) $51 Shares 2,220 Est. Cost $22.97 Unrealized
SHE SPDR SSGA GENDER DIVERSITY INDEX ETF 0.0%
Value ($000) $51 Shares 500 Est. Cost $68.00 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $51 Shares 1,150 Est. Cost $40.81 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $50 Shares 1,385 Est. Cost $25.37 Unrealized +7.9%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $49 Shares 1,250 Est. Cost $38.08 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $49 Shares 514 Est. Cost $62.95 Unrealized -2.2%
SPYX SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.0%
Value ($000) $48 Shares 410 Est. Cost $82.00 Unrealized
EEMS ISHARES MSCI EMERGING MARKETS SMALL-CAP ETF 0.0%
Value ($000) $47 Shares 787 Est. Cost $38.41 Unrealized
BNS BANK NOVA SCOTIA B C COM 0.0%
Value ($000) $47 Shares 650 Est. Cost $35.42 Unrealized +49.2%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $46 Shares 1,270 Est. Cost $30.41 Unrealized -3.0%
EWD ISHARES MSCI SWEDEN ETF 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $45.00 Unrealized
LMBS FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF 0.0%
Value ($000) $44 Shares 886 Est. Cost $51.08 Unrealized
SAGE THERAPEUTICS INC COM 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $44.00 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $43 Shares 170 Est. Cost $290.76 Unrealized 0.0%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $43 Shares 1,200 Est. Cost $33.33 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $43 Shares 370 Est. Cost $116.88 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $43 Shares 459 Est. Cost $54.67 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $42 Shares 2,001 Est. Cost $10.19 Unrealized +37.4%
KNG FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.0%
Value ($000) $42 Shares 742 Est. Cost $50.76 Unrealized
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $41 Shares 529 Est. Cost $54.82 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $41 Shares 247 Est. Cost $95.94 Unrealized +61.1%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $41 Shares 370 Est. Cost $50.34 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $41 Shares 600 Est. Cost $47.50 Unrealized
LINDE PLC SHS 0.0%
Value ($000) $40 Shares 115 Est. Cost $266.16 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $39 Shares 60 Est. Cost $401.60 Unrealized +49.8%
XHB SPDR S&P HOMEBUILDERS ETF 0.0%
Value ($000) $39 Shares 450 Est. Cost $73.33 Unrealized
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value ($000) $39 Shares 399 Est. Cost $90.26 Unrealized
QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND 0.0%
Value ($000) $39 Shares 330 Est. Cost $111.41 Unrealized
AI C3 AI INC CL A 0.0%
Value ($000) $38 Shares 1,200 Est. Cost $40.49 Unrealized 0.0%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $38 Shares 705 Est. Cost $47.24 Unrealized +2.8%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $38 Shares 280 Est. Cost $82.14 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $36 Shares 224 Est. Cost $216.70 Unrealized 0.0%
O REALTY INCOME CORP COM 0.0%
Value ($000) $36 Shares 500 Est. Cost $53.81 Unrealized +2.9%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $36 Shares 349 Est. Cost $56.58 Unrealized +51.6%
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF 0.0%
Value ($000) $35 Shares 1,296 Est. Cost $27.04 Unrealized
KELLOGG CO COM 0.0%
Value ($000) $35 Shares 540 Est. Cost $51.06 Unrealized +0.1%
LIBERTY GLOBAL PLC SHS CL C 0.0%
Value ($000) $35 Shares 1,245 Est. Cost $20.60 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $35 Shares 268 Est. Cost $105.91 Unrealized
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.0%
Value ($000) $34 Shares 628 Est. Cost $37.85 Unrealized
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $33 Shares 467 Est. Cost $44.55 Unrealized
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $33 Shares 1,074 Est. Cost $30.30 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $33 Shares 388 Est. Cost $53.80 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $33 Shares 195 Est. Cost $108.29 Unrealized +21.9%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $33 Shares 422 Est. Cost $69.16 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $32 Shares 202 Est. Cost $113.98 Unrealized +26.3%
DOW DOW INC COM 0.0%
Value ($000) $32 Shares 567 Est. Cost $32.94 Unrealized +36.7%
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value ($000) $32 Shares 2,103 Est. Cost $11.89 Unrealized
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 0.0%
Value ($000) $32 Shares 630 Est. Cost $37.76 Unrealized
STPZ PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $32 Shares 588 Est. Cost $51.02 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $32 Shares 462 Est. Cost $48.46 Unrealized
VIACOMCBS INC CL B 0.0%
Value ($000) $31 Shares 1,020 Est. Cost $42.16 Unrealized
DLTH DULUTH HLDGS INC COM CL B 0.0%
Value ($000) $29 Shares 1,900 Est. Cost $8.12 Unrealized +86.2%
NGM BIOPHARMACEUTICALS INC COM 0.0%
Value ($000) $28 Shares 1,600 Est. Cost $30.00 Unrealized
MSCI MSCI INC COM 0.0%
Value ($000) $28 Shares 45 Est. Cost $343.86 Unrealized +74.3%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $28 Shares 230 Est. Cost $118.06 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value ($000) $27 Shares 1,200 Est. Cost $22.17 Unrealized
EATON VANCE TAX-ADVANTAGED GLO COM 0.0%
Value ($000) $27 Shares 827 Est. Cost $24.18 Unrealized
HYGH ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF 0.0%
Value ($000) $26 Shares 297 Est. Cost $87.29 Unrealized
JOE ST JOE CO COM 0.0%
Value ($000) $26 Shares 502 Est. Cost $44.04 Unrealized +10.1%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $26 Shares 73 Est. Cost $103.83 Unrealized +299.5%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $25 Shares 350 Est. Cost $66.03 Unrealized -15.4%
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $25 Shares 157 Est. Cost $75.26 Unrealized +101.9%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $25 Shares 400 Est. Cost $65.33 Unrealized -17.7%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $25 Shares 434 Est. Cost $28.15 Unrealized +100.3%
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $24 Shares 521 Est. Cost $32.63 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $24 Shares 52 Est. Cost $307.69 Unrealized
SOXX ISHARES SEMICONDUCTOR FUND 0.0%
Value ($000) $24 Shares 45 Est. Cost $403.55 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $24 Shares 208 Est. Cost $60.69 Unrealized
KOMP SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 0.0%
Value ($000) $24 Shares 400 Est. Cost $35.00 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $24 Shares 613 Est. Cost $26.10 Unrealized
WEN WENDYS CO COM 0.0%
Value ($000) $23 Shares 954 Est. Cost $22.62 Unrealized -1.7%
TRNS TRANSCAT INC COM 0.0%
Value ($000) $23 Shares 250 Est. Cost $30.00 Unrealized +180.9%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $23 Shares 310 Est. Cost $149.33 Unrealized -41.5%
PPL PPL CORP COM 0.0%
Value ($000) $23 Shares 750 Est. Cost $25.20 Unrealized -1.0%
LBTYAUSD LIBERTY GLOBAL PLC SHS CL A 0.0%
Value ($000) $22 Shares 806 Est. Cost $21.51 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $22 Shares 100 Est. Cost $167.62 Unrealized +10.5%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $22 Shares 135 Est. Cost $110.89 Unrealized +21.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $21 Shares 265 Est. Cost $75.65 Unrealized
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $21 Shares 200 Est. Cost $97.14 Unrealized 0.0%
AVA AVISTA CORP COM 0.0%
Value ($000) $21 Shares 500 Est. Cost $36.84 Unrealized -10.4%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $21 Shares 730 Est. Cost $26.03 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $21 Shares 109 Est. Cost $86.27 Unrealized +85.9%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $20 Shares 207 Est. Cost $117.37 Unrealized
LIBERTY MEDIA CORP DEL COM SER C FRMLA 0.0%
Value ($000) $20 Shares 315 Est. Cost $31.29 Unrealized
PAWZ PROSHARES PET CARE ETF 0.0%
Value ($000) $20 Shares 250 Est. Cost $72.00 Unrealized
ALDX ALDEYRA THERAPEUTICS INC COM 0.0%
Value ($000) $20 Shares 5,000 Est. Cost $10.52 Unrealized -27.5%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $20 Shares 490 Est. Cost $29.04 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $20 Shares 337 Est. Cost $42.09 Unrealized +21.2%
FTXR FIRST TRUST NASDAQ TRANSPORTATION ETF 0.0%
Value ($000) $20 Shares 580 Est. Cost $34.48 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $19 Shares 133 Est. Cost $44.15 Unrealized +2.3%
BLACKROCK HEALTH SCIENCES TR COM 0.0%
Value ($000) $19 Shares 395 Est. Cost $48.10 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $19 Shares 262 Est. Cost $56.00 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $19 Shares 70 Est. Cost $188.81 Unrealized +26.9%
PSK SPDR ICE PREFERRED SECURITIES ETF 0.0%
Value ($000) $19 Shares 435 Est. Cost $39.75 Unrealized
BROOKFIELD ASSET MGMT REINS PA CL A EXCH LT VTG 0.0%
Value ($000) $19 Shares 297 Est. Cost $57.24 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $18 Shares 1,002 Est. Cost $18.30 Unrealized +4.8%
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value ($000) $18 Shares 409 Est. Cost $26.89 Unrealized
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $18 Shares 250 Est. Cost $28.00 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $18 Shares 100 Est. Cost $179.86 Unrealized -3.1%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $17 Shares 250 Est. Cost $53.02 Unrealized +7.2%
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 0.0%
Value ($000) $17 Shares 4,417 Est. Cost $3.47 Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $17 Shares 182 Est. Cost $162.03 Unrealized -26.2%
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.0%
Value ($000) $16 Shares 900 Est. Cost $12.22 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $16 Shares 44 Est. Cost $266.70 Unrealized +26.7%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $16 Shares 325 Est. Cost $47.78 Unrealized
HRI HERC HLDGS INC COM 0.0%
Value ($000) $16 Shares 100 Est. Cost $107.04 Unrealized +52.1%
ISCF ISHARES MSCI INTL SMALL-CAP MULTIFACTOR ETF 0.0%
Value ($000) $16 Shares 438 Est. Cost $27.26 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $16 Shares 63 Est. Cost $171.05 Unrealized +21.2%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $16 Shares 319 Est. Cost $39.31 Unrealized
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $15 Shares 1,354 Est. Cost $32.17 Unrealized
G1 THERAPEUTICS INC COM 0.0%
Value ($000) $15 Shares 1,500 Est. Cost $22.00 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $15 Shares 294 Est. Cost $33.61 Unrealized
ARTY ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF 0.0%
Value ($000) $15 Shares 371 Est. Cost $26.95 Unrealized
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $15 Shares 216 Est. Cost $33.83 Unrealized
BBU BROOKFIELD BUSINESS PARTNERS L UNIT LTD L P 0.0%
Value ($000) $15 Shares 324 Est. Cost $30.97 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $14 Shares 500 Est. Cost $14.81 Unrealized +99.8%
NIO NIO INC SPON ADS 0.0%
Value ($000) $14 Shares 450 Est. Cost $42.20 Unrealized
BEEM BEAM GLOBAL COM 0.0%
Value ($000) $14 Shares 770 Est. Cost $36.44 Unrealized -25.1%
EIX EDISON INTL COM 0.0%
Value ($000) $14 Shares 200 Est. Cost $52.64 Unrealized 0.0%
SEAGEN INC COM 0.0%
Value ($000) $14 Shares 93 Est. Cost $193.55 Unrealized
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $14.00 Unrealized
TPR TAPESTRY INC COM 0.0%
Value ($000) $13 Shares 312 Est. Cost $39.42 Unrealized -7.1%
IQDF FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUND 0.0%
Value ($000) $13 Shares 518 Est. Cost $19.31 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $13 Shares 513 Est. Cost $20.90 Unrealized +8.8%
IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF 0.0%
Value ($000) $13 Shares 490 Est. Cost $26.53 Unrealized
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.0%
Value ($000) $13 Shares 250 Est. Cost $36.64 Unrealized
ARES DYNAMIC CR ALLOCATION FD COM 0.0%
Value ($000) $13 Shares 800 Est. Cost $16.25 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A 0.0%
Value ($000) $13 Shares 209 Est. Cost $29.69 Unrealized +81.7%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $13 Shares 124 Est. Cost $66.76 Unrealized +33.1%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $13 Shares 186 Est. Cost $30.72 Unrealized +103.9%
EME EMCOR GROUP INC COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $120.11 Unrealized +1.7%
EXC EXELON CORP COM 0.0%
Value ($000) $13 Shares 224 Est. Cost $27.48 Unrealized +18.4%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $13 Shares 157 Est. Cost $40.14 Unrealized +90.6%
ICUI ICU MED INC COM 0.0%
Value ($000) $13 Shares 54 Est. Cost $205.72 Unrealized +13.5%
CC CHEMOURS CO COM 0.0%
Value ($000) $12 Shares 370 Est. Cost $26.86 Unrealized -0.1%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $12 Shares 64 Est. Cost $129.93 Unrealized +29.8%
VKTX VIKING THERAPEUTICS INC COM 0.0%
Value ($000) $12 Shares 2,500 Est. Cost $6.06 Unrealized -7.5%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $12 Shares 141 Est. Cost $63.83 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $12 Shares 285 Est. Cost $31.23 Unrealized +4.4%
NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS 0.0%
Value ($000) $12 Shares 400 Est. Cost $27.25 Unrealized
HIGHLAND INCOME FD HIGHLAND INCOME 0.0%
Value ($000) $12 Shares 1,125 Est. Cost $10.67 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $12 Shares 200 Est. Cost $49.00 Unrealized
MORT VANECK MORTGAGE REIT INCOME ETF 0.0%
Value ($000) $12 Shares 665 Est. Cost $13.29 Unrealized
MFEM PIMCO RAFI DYNAMIC MULTI-FACTOR EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $11 Shares 488 Est. Cost $20.69 Unrealized
COLD AMERICOLD RLTY TR COM 0.0%
Value ($000) $11 Shares 333 Est. Cost $36.92 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $11 Shares 67 Est. Cost $119.60 Unrealized +26.8%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $11 Shares 187 Est. Cost $40.41 Unrealized +41.5%
NUVEEN FLOATING RATE INCOME OP COM SHS 0.0%
Value ($000) $11 Shares 1,040 Est. Cost $7.62 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $11 Shares 50 Est. Cost $141.00 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value ($000) $11 Shares 300 Est. Cost $22.86 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $11 Shares 217 Est. Cost $41.33 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $11 Shares 60 Est. Cost $179.93 Unrealized +30.7%
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.0%
Value ($000) $10 Shares 300 Est. Cost $30.00 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $10 Shares 900 Est. Cost $7.36 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.0%
Value ($000) $10 Shares 126 Est. Cost $79.37 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $10 Shares 111 Est. Cost $62.82 Unrealized +37.7%
LIVENT CORP COM 0.0%
Value ($000) $10 Shares 395 Est. Cost $24.00 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $10 Shares 143 Est. Cost $61.74 Unrealized +4.8%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $10 Shares 150 Est. Cost $66.67 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $75.34 Unrealized +5.4%
LITHIUM AMERS CORP NEW COM NEW 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.00 Unrealized
LIBERTY MEDIA CORP DEL COM SER A FRMLA 0.0%
Value ($000) $9 Shares 157 Est. Cost $30.81 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $9 Shares 101 Est. Cost $55.34 Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $9 Shares 40 Est. Cost $234.79 Unrealized 0.0%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $9 Shares 56 Est. Cost $60.82 Unrealized +114.1%
DISCOVERY INC COM SER A 0.0%
Value ($000) $9 Shares 370 Est. Cost $24.32 Unrealized
BLACKROCK SCIENCE & TECHNOLOGY SHS 0.0%
Value ($000) $9 Shares 185 Est. Cost $54.05 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $9 Shares 41 Est. Cost $161.57 Unrealized +14.4%
FTNT FORTINET INC COM 0.0%
Value ($000) $9 Shares 26 Est. Cost $65.81 Unrealized 0.0%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $8 Shares 50 Est. Cost $123.07 Unrealized +103.0%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $8 Shares 184 Est. Cost $32.08 Unrealized +9.0%
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.0%
Value ($000) $8 Shares 73 Est. Cost $97.39 Unrealized
BLACKROCK CR ALLOCATION INCOME COM 0.0%
Value ($000) $8 Shares 501 Est. Cost $11.98 Unrealized
ABUS ARBUTUS BIOPHARMA CORP COM 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $3.50 Unrealized +10.9%
PIMCO CORPORATE & INCOME OPPOR COM 0.0%
Value ($000) $8 Shares 481 Est. Cost $12.47 Unrealized
BLUESTAR ISRAEL TECHNOLOGY ETF 0.0%
Value ($000) $8 Shares 125 Est. Cost $40.00 Unrealized
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $8 Shares 125 Est. Cost $56.00 Unrealized
MRTN MARTEN TRANS LTD COM 0.0%
Value ($000) $8 Shares 459 Est. Cost $10.37 Unrealized +50.4%
MERITOR INC COM 0.0%
Value ($000) $8 Shares 320 Est. Cost $28.13 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $8 Shares 117 Est. Cost $49.14 Unrealized +34.3%
CDP CORPORATE OFFICE PPTYS TR SH BEN INT 0.0%
Value ($000) $8 Shares 275 Est. Cost $21.82 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC COM 0.0%
Value ($000) $7 Shares 83 Est. Cost $82.11 Unrealized +12.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $7 Shares 551 Est. Cost $13.11 Unrealized -15.2%
VFC V F CORP COM 0.0%
Value ($000) $7 Shares 95 Est. Cost $85.42 Unrealized -14.5%
EPC EDGEWELL PERS CARE CO COM 0.0%
Value ($000) $7 Shares 156 Est. Cost $37.98 Unrealized -1.4%
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.0%
Value ($000) $7 Shares 206 Est. Cost $19.42 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $6 Shares 133 Est. Cost $44.70 Unrealized -0.7%
CEMB ISHARES J.P. MORGAN EM CORPORATE BOND ETF 0.0%
Value ($000) $6 Shares 118 Est. Cost $42.37 Unrealized
SNDR SCHNEIDER NATIONAL INC CL B 0.0%
Value ($000) $6 Shares 227 Est. Cost $23.38 Unrealized +7.3%
CPNG COUPANG INC CL A 0.0%
Value ($000) $6 Shares 220 Est. Cost $40.95 Unrealized -31.2%
BLACK KNIGHT INC COM 0.0%
Value ($000) $6 Shares 70 Est. Cost $43.25 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $6 Shares 35 Est. Cost $118.94 Unrealized +30.7%
CBRL CRACKER BARREL OLD CTRY STORE COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $131.95 Unrealized -15.9%
FDHY FIDELITY HIGH YIELD FACTOR ETF 0.0%
Value ($000) $6 Shares 111 Est. Cost $47.81 Unrealized
PIMCO CORPORATE & INCM STRG FD COM 0.0%
Value ($000) $5 Shares 276 Est. Cost $14.49 Unrealized
FDD FIRST TRUST DOW JONES STOXX EUROPEAN SELECT DIVIDEND INDEX FUND 0.0%
Value ($000) $5 Shares 320 Est. Cost $15.63 Unrealized
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $5 Shares 63 Est. Cost $47.62 Unrealized
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $68.07 Unrealized +34.8%
PRAA PRA GROUP INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $34.84 Unrealized +27.6%
TU TELUS CORPORATION COM 0.0%
Value ($000) $5 Shares 225 Est. Cost $21.68 Unrealized +5.5%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $5 Shares 32 Est. Cost $156.25 Unrealized
EMHY ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF 0.0%
Value ($000) $5 Shares 125 Est. Cost $40.00 Unrealized
FIRST TR SR FLTG RATE INCOME F COM 0.0%
Value ($000) $5 Shares 400 Est. Cost $10.00 Unrealized
DRAFTKINGS INC COM CL A 0.0%
Value ($000) $4 Shares 130 Est. Cost $59.00 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $4 Shares 58 Est. Cost $55.38 Unrealized 0.0%
HBIO HARVARD BIOSCIENCE INC COM 0.0%
Value ($000) $4 Shares 500 Est. Cost $7.07 Unrealized +0.5%
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 0.0%
Value ($000) $4 Shares 126 Est. Cost $27.67 Unrealized
HELIUS MED TECHNOLOGIES INC COM CL A NEW 0.0%
Value ($000) $4 Shares 849 Est. Cost $16.77 Unrealized
SKECHERS U S A INC CL A 0.0%
Value ($000) $4 Shares 100 Est. Cost $20.00 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $96.52 Unrealized +36.2%
NFLX NETFLIX INC COM 0.0%
Value ($000) $3 Shares 5 Est. Cost $53.04 Unrealized +20.5%
RIGEL PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.00 Unrealized
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $244.39 Unrealized +35.2%
GAMIDA CELL LTD SHS 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $4.00 Unrealized
STORE CAP CORP COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
GOLF ACUSHNET HLDGS CORP COM 0.0%
Value ($000) $3 Shares 64 Est. Cost $52.56 Unrealized 0.0%
NTNX NUTANIX INC CL A 0.0%
Value ($000) $3 Shares 109 Est. Cost $29.53 Unrealized +16.2%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $3 Shares 43 Est. Cost $56.16 Unrealized 0.0%
BUNGE LIMITED COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $81.08 Unrealized
TRU TRANSUNION COM 0.0%
Value ($000) $3 Shares 28 Est. Cost $112.10 Unrealized 0.0%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $3 Shares 40 Est. Cost $75.00 Unrealized
XSHD INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $3 Shares 150 Est. Cost $13.33 Unrealized
AOM ISHARES MODERATE ALLOCATION FUND 0.0%
Value ($000) $3 Shares 58 Est. Cost $51.72 Unrealized
BDN BRANDYWINE RLTY TR SH BEN INT NEW 0.0%
Value ($000) $3 Shares 200 Est. Cost $10.00 Unrealized
VOYA VOYA FINANCIAL INC COM 0.0%
Value ($000) $3 Shares 41 Est. Cost $60.79 Unrealized 0.0%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $3 Shares 34 Est. Cost $90.20 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $75.03 Unrealized 0.0%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $190.76 Unrealized -30.5%
SRE SEMPRA COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $55.46 Unrealized 0.0%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $2 Shares 13 Est. Cost Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $251.12 Unrealized 0.0%
HYHG PROSHARES HIGH YIELD-INTEREST RATE HEDGED ETF 0.0%
Value ($000) $2 Shares 24 Est. Cost $61.68 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $106.90 Unrealized 0.0%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $57.15 Unrealized +7.5%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
ATON PORTAGE BIOTECH INC COM 0.0%
Value ($000) $2 Shares 150 Est. Cost $377.13 Unrealized -7.0%
DBX DROPBOX INC CL A 0.0%
Value ($000) $2 Shares 100 Est. Cost $23.10 Unrealized +16.5%
CMPS COMPASS PATHWAYS PLC SPONSORED ADS 0.0%
Value ($000) $2 Shares 100 Est. Cost $40.00 Unrealized
PCG PG&E CORP COM 0.0%
Value ($000) $2 Shares 139 Est. Cost $9.18 Unrealized +26.2%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $38.46 Unrealized
WCC WESCO INTL INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $41.44 Unrealized +200.0%
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $76.19 Unrealized +19.5%
LILAK LIBERTY LATIN AMERICA LTD COM CL C 0.0%
Value ($000) $2 Shares 216 Est. Cost $16.97 Unrealized -28.6%
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $35.66 Unrealized +50.4%
VRE VERIS RESIDENTIAL INC COM 0.0%
Value ($000) $1 Shares 53 Est. Cost Unrealized
CLNE CLEAN ENERGY FUELS CORP COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.32 Unrealized -24.0%
VST VISTRA CORP COM 0.0%
Value ($000) $1 Shares 39 Est. Cost $15.68 Unrealized +18.1%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $1 Shares 15 Est. Cost Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $25.02 Unrealized +74.1%
AGIO AGIOS PHARMACEUTICALS INC COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $41.40 Unrealized -2.8%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $1 Shares 35 Est. Cost $33.86 Unrealized
SRNE SORRENTO THERAPEUTICS INC COM NEW 0.0%
Value ($000) $1 Shares 116 Est. Cost $3.83 Unrealized +62.2%
VREX VAREX IMAGING CORP COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $25.76 Unrealized +10.0%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $1 Shares 84 Est. Cost Unrealized
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 81 Est. Cost $13.13 Unrealized +20.7%
POLARITYTE INC COM 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $47.18 Unrealized
NIKOLA CORP COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
TDUP THREDUP INC CL A 0.0%
Value ($000) $1 Shares 100 Est. Cost $24.20 Unrealized -24.8%
TBRG COMPUTER PROGRAMS & SYS INC COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $31.70 Unrealized +2.9%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $23.40 Unrealized +24.8%
FULT FULTON FINL CORP PA COM 0.0%
Value ($000) $1 Shares 45 Est. Cost $12.21 Unrealized +12.9%
FUL FULLER H B CO COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $38.88 Unrealized +80.1%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $1 Shares 62 Est. Cost $16.13 Unrealized
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $93.72 Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $1 Shares 115 Est. Cost $42.25 Unrealized
LIBERTY MEDIA CORP DEL COM A BRAVES GRP 0.0%
Value ($000) $0 Shares 13 Est. Cost $27.40 Unrealized
LIBERTY TRIPADVISOR HLDGS INC COM SER A 0.0%
Value ($000) $0 Shares 184 Est. Cost $16.75 Unrealized
IFGL ISHARES FTSE EPRA/NAREIT DEVELOPED REAL ESTATE EX-US INDEX FUND 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $13.84 Unrealized +53.8%
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 45 Est. Cost Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $0 Shares 7 Est. Cost $142.86 Unrealized
DESKTOP METAL INC COM CL A 0.0%
Value ($000) $0 Shares 64 Est. Cost $16.00 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $64.54 Unrealized +38.8%
ORGANOVO HLDGS INC COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $155.29 Unrealized +6.0%
OI O-I GLASS INC COM 0.0%
Value ($000) $0 Shares 27 Est. Cost $10.91 Unrealized +16.1%
RITE AID CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
SSYS STRATASYS LTD SHS 0.0%
Value ($000) $0 Shares 15 Est. Cost $18.21 Unrealized +53.1%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $0 Shares 25 Est. Cost $17.60 Unrealized +10.4%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $24.78 Unrealized -16.7%
AETHLON MED INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
RICEBRAN TECHNOLOGIES COM NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
AAOI APPLIED OPTOELECTRONICS INC COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $9.12 Unrealized -30.1%
VOXELJET AG ADS 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized