Princeton Global Asset Management LLC Diversified Active

CIK: 0001767349 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 6, 2022

Total Value ($000): $360,052 (100.0% shares, 0.0% debt)

Holdings (598)

MSFT MICROSOFT CORP COM 5.2%
Value ($000) $18,607 Shares 60,352 Est. Cost $119.35 Unrealized +144.2%
JNJ JOHNSON & JOHNSON COM 3.7%
Value ($000) $13,281 Shares 74,936 Est. Cost $141.02 Unrealized +7.6%
AVGO BROADCOM INC COM 3.0%
Value ($000) $10,862 Shares 17,250 Est. Cost $22.58 Unrealized +144.0%
BX BLACKSTONE INC COM 3.0%
Value ($000) $10,727 Shares 84,501 Est. Cost $33.84 Unrealized +216.8%
UNH UNITEDHEALTH GROUP INC COM 2.7%
Value ($000) $9,606 Shares 18,835 Est. Cost $237.56 Unrealized +89.9%
AAPL APPLE INC COM 2.6%
Value ($000) $9,246 Shares 52,955 Est. Cost $113.20 Unrealized +45.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 2.4%
Value ($000) $8,555 Shares 82,051 Est. Cost $42.66 Unrealized
JPM JPMORGAN CHASE & CO COM 2.2%
Value ($000) $7,850 Shares 57,582 Est. Cost $94.15 Unrealized +42.0%
GOOGL ALPHABET INC CAP STK CL A 2.1%
Value ($000) $7,682 Shares 2,762 Est. Cost $63.24 Unrealized +113.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.1%
Value ($000) $7,665 Shares 21,720 Est. Cost $209.72 Unrealized +54.2%
ABBV ABBVIE INC COM 2.1%
Value ($000) $7,524 Shares 46,410 Est. Cost $78.11 Unrealized +61.8%
ABT ABBOTT LABS COM 1.8%
Value ($000) $6,569 Shares 55,502 Est. Cost $89.61 Unrealized +28.7%
TMO THERMO FISHER SCIENTIFIC INC COM 1.6%
Value ($000) $5,653 Shares 9,571 Est. Cost $264.15 Unrealized +115.1%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 1.4%
Value ($000) $5,213 Shares 97,594 Est. Cost $43.73 Unrealized
NTR NUTRIEN LTD COM 1.4%
Value ($000) $5,191 Shares 49,929 Est. Cost $61.58 Unrealized +19.2%
V VISA INC COM CL A 1.4%
Value ($000) $5,045 Shares 22,747 Est. Cost $144.74 Unrealized +45.1%
GLD SPDR GOLD SHARES 1.4%
Value ($000) $4,972 Shares 27,523 Est. Cost $153.54 Unrealized
SONY SONY GROUP CORPORATION SPONSORED ADR 1.3%
Value ($000) $4,608 Shares 44,864 Est. Cost $53.56 Unrealized
AMZN AMAZON COM INC COM 1.2%
Value ($000) $4,336 Shares 1,330 Est. Cost $142.68 Unrealized +8.3%
ACN ACCENTURE PLC IRELAND SHS CLASS A 1.2%
Value ($000) $4,153 Shares 12,316 Est. Cost $156.76 Unrealized +103.2%
UPS UNITED PARCEL SERVICE INC CL B 1.1%
Value ($000) $4,052 Shares 18,895 Est. Cost $141.26 Unrealized +25.4%
ISHARES IBONDS DEC 2022 TERM CORPORATE ETF 1.1%
Value ($000) $4,013 Shares 160,269 Est. Cost $25.26 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 1.1%
Value ($000) $3,967 Shares 15,202 Est. Cost $185.57 Unrealized +27.9%
CSL CARLISLE COS INC COM 1.1%
Value ($000) $3,966 Shares 16,128 Est. Cost $140.07 Unrealized +60.0%
CB CHUBB LIMITED COM 1.1%
Value ($000) $3,884 Shares 18,160 Est. Cost $120.78 Unrealized +59.7%
CSCO CISCO SYS INC COM 1.1%
Value ($000) $3,814 Shares 68,400 Est. Cost $37.86 Unrealized +32.8%
NEE NEXTERA ENERGY INC COM 1.0%
Value ($000) $3,774 Shares 44,551 Est. Cost $61.62 Unrealized +17.0%
BAC BK OF AMERICA CORP COM 1.0%
Value ($000) $3,695 Shares 89,650 Est. Cost $24.73 Unrealized +65.0%
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 1.0%
Value ($000) $3,639 Shares 72,557 Est. Cost $50.40 Unrealized
GOOG ALPHABET INC CAP STK CL C 1.0%
Value ($000) $3,427 Shares 1,227 Est. Cost $56.95 Unrealized +136.9%
STE STERIS PLC SHS USD 0.9%
Value ($000) $3,403 Shares 14,074 Est. Cost $144.92 Unrealized +54.5%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.9%
Value ($000) $3,365 Shares 7,385 Est. Cost $385.44 Unrealized +24.8%
PEP PEPSICO INC COM 0.9%
Value ($000) $3,314 Shares 19,799 Est. Cost $109.71 Unrealized +35.3%
LMT LOCKHEED MARTIN CORP COM 0.9%
Value ($000) $3,263 Shares 7,392 Est. Cost $291.95 Unrealized +25.1%
FLOT ISHARES FLOATING RATE BOND ETF 0.8%
Value ($000) $2,982 Shares 59,021 Est. Cost $50.60 Unrealized
MRK MERCK & CO INC COM 0.8%
Value ($000) $2,974 Shares 36,249 Est. Cost $63.31 Unrealized +10.3%
VMC VULCAN MATLS CO COM 0.8%
Value ($000) $2,946 Shares 16,037 Est. Cost $125.08 Unrealized +44.6%
WSO WATSCO INC COM 0.8%
Value ($000) $2,897 Shares 9,510 Est. Cost $183.54 Unrealized +55.4%
BMY BRISTOL-MYERS SQUIBB CO COM 0.8%
Value ($000) $2,893 Shares 39,616 Est. Cost $47.23 Unrealized +20.3%
PWR QUANTA SVCS INC COM 0.8%
Value ($000) $2,840 Shares 21,575 Est. Cost $114.46 Unrealized -3.5%
PFFV GLOBAL X VARIABLE RATE PREFERRED ETF 0.8%
Value ($000) $2,727 Shares 104,565 Est. Cost $27.58 Unrealized
HD HOME DEPOT INC COM 0.7%
Value ($000) $2,575 Shares 8,602 Est. Cost $205.27 Unrealized +53.0%
NOC NORTHROP GRUMMAN CORP COM 0.7%
Value ($000) $2,573 Shares 5,754 Est. Cost $285.56 Unrealized +35.7%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.7%
Value ($000) $2,565 Shares 46,172 Est. Cost $44.84 Unrealized
LCII LCI INDS COM 0.7%
Value ($000) $2,414 Shares 23,257 Est. Cost $117.18 Unrealized -8.4%
CMCSA COMCAST CORP NEW CL A 0.7%
Value ($000) $2,410 Shares 51,479 Est. Cost $35.52 Unrealized +20.6%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.7%
Value ($000) $2,348 Shares 23,702 Est. Cost $66.86 Unrealized +29.8%
GRMN GARMIN LTD SHS 0.6%
Value ($000) $2,318 Shares 19,540 Est. Cost $77.51 Unrealized +42.1%
PKG PACKAGING CORP AMER COM 0.6%
Value ($000) $2,285 Shares 14,637 Est. Cost $88.22 Unrealized +47.0%
TILRAY BRANDS INC COM CL 2 0.6%
Value ($000) $2,254 Shares 290,114 Est. Cost $15.22 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.6%
Value ($000) $2,229 Shares 8,972 Est. Cost $182.92 Unrealized +17.3%
AAP ADVANCE AUTO PARTS INC COM 0.6%
Value ($000) $2,217 Shares 10,712 Est. Cost $174.66 Unrealized +13.7%
MDLZ MONDELEZ INTL INC CL A 0.6%
Value ($000) $2,186 Shares 34,815 Est. Cost $42.99 Unrealized +36.4%
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF 0.6%
Value ($000) $2,166 Shares 111,672 Est. Cost $20.31 Unrealized
MDT MEDTRONIC PLC SHS 0.6%
Value ($000) $2,147 Shares 19,352 Est. Cost $83.76 Unrealized +11.8%
EOG EOG RES INC COM 0.6%
Value ($000) $2,128 Shares 17,846 Est. Cost $76.16 Unrealized +22.8%
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.6%
Value ($000) $2,093 Shares 83,403 Est. Cost $25.83 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.5%
Value ($000) $1,951 Shares 12,531 Est. Cost $107.63 Unrealized +33.3%
TOTALENERGIES SE SPONSORED ADS 0.5%
Value ($000) $1,896 Shares 37,517 Est. Cost $51.01 Unrealized
DKS DICKS SPORTING GOODS INC COM 0.5%
Value ($000) $1,859 Shares 18,590 Est. Cost $107.09 Unrealized -6.4%
CDW CDW CORP COM 0.5%
Value ($000) $1,817 Shares 10,155 Est. Cost $119.52 Unrealized +45.8%
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.5%
Value ($000) $1,792 Shares 70,898 Est. Cost $25.82 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.5%
Value ($000) $1,776 Shares 9,619 Est. Cost $111.48 Unrealized +30.7%
MPC MARATHON PETE CORP COM 0.5%
Value ($000) $1,763 Shares 20,614 Est. Cost $50.16 Unrealized +38.9%
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.5%
Value ($000) $1,697 Shares 34,260 Est. Cost $50.95 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.5%
Value ($000) $1,681 Shares 16,018 Est. Cost $105.69 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.4%
Value ($000) $1,602 Shares 30,978 Est. Cost $53.35 Unrealized
PM PHILIP MORRIS INTL INC COM 0.4%
Value ($000) $1,562 Shares 16,623 Est. Cost $55.66 Unrealized +48.8%
LOW LOWES COS INC COM 0.4%
Value ($000) $1,464 Shares 7,240 Est. Cost $126.97 Unrealized +68.0%
WST WEST PHARMACEUTICAL SVSC INC COM 0.4%
Value ($000) $1,458 Shares 3,550 Est. Cost $138.50 Unrealized +179.9%
IX ORIX CORP SPONSORED ADR 0.4%
Value ($000) $1,435 Shares 14,375 Est. Cost $72.29 Unrealized
PCAR PACCAR INC COM 0.4%
Value ($000) $1,404 Shares 15,945 Est. Cost $51.83 Unrealized +1.1%
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $1,386 Shares 16,787 Est. Cost $49.15 Unrealized +38.1%
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 0.4%
Value ($000) $1,385 Shares 24,485 Est. Cost $36.53 Unrealized
TFC TRUIST FINL CORP COM 0.4%
Value ($000) $1,358 Shares 23,945 Est. Cost $41.07 Unrealized +23.3%
ORCL ORACLE CORP COM 0.4%
Value ($000) $1,301 Shares 15,730 Est. Cost $59.48 Unrealized +29.4%
ZTS ZOETIS INC CL A 0.4%
Value ($000) $1,280 Shares 6,786 Est. Cost $117.47 Unrealized +62.0%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $1,274 Shares 5,150 Est. Cost $166.96 Unrealized +36.4%
QUS SPDR MSCI USA STRATEGICFACTORS ETF 0.3%
Value ($000) $1,211 Shares 9,718 Est. Cost $85.03 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 0.3%
Value ($000) $1,189 Shares 6,327 Est. Cost $140.39 Unrealized
CAT CATERPILLAR INC COM 0.3%
Value ($000) $1,183 Shares 5,310 Est. Cost $167.62 Unrealized +16.6%
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.3%
Value ($000) $1,158 Shares 23,702 Est. Cost $29.25 Unrealized +34.3%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $1,158 Shares 5,949 Est. Cost $135.57 Unrealized +25.7%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $1,144 Shares 6,233 Est. Cost $92.63 Unrealized +69.8%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.3%
Value ($000) $1,073 Shares 29,463 Est. Cost $36.60 Unrealized
DE DEERE & CO COM 0.3%
Value ($000) $985 Shares 2,370 Est. Cost $326.72 Unrealized +11.1%
GLW CORNING INC COM 0.3%
Value ($000) $946 Shares 25,633 Est. Cost $26.57 Unrealized +31.4%
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $935 Shares 17,894 Est. Cost $25.53 Unrealized +45.4%
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.3%
Value ($000) $905 Shares 21,117 Est. Cost $30.53 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $890 Shares 17,967 Est. Cost $48.68 Unrealized -5.1%
DTE DTE ENERGY CO COM 0.2%
Value ($000) $884 Shares 6,685 Est. Cost $81.39 Unrealized +31.3%
APH AMPHENOL CORP NEW CL A 0.2%
Value ($000) $882 Shares 11,700 Est. Cost $26.17 Unrealized +42.6%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.2%
Value ($000) $861 Shares 12,301 Est. Cost $48.04 Unrealized +20.8%
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $858 Shares 3,435 Est. Cost $163.55 Unrealized +41.8%
RSG REPUBLIC SVCS INC COM 0.2%
Value ($000) $820 Shares 6,185 Est. Cost $120.97 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $815 Shares 1,963 Est. Cost $278.57 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.2%
Value ($000) $797 Shares 10,501 Est. Cost $51.91 Unrealized
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF 0.2%
Value ($000) $778 Shares 11,582 Est. Cost $46.48 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.2%
Value ($000) $756 Shares 30,325 Est. Cost $26.97 Unrealized
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.2%
Value ($000) $750 Shares 14,080 Est. Cost $37.93 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.2%
Value ($000) $715 Shares 28,297 Est. Cost $26.85 Unrealized
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.2%
Value ($000) $643 Shares 11,514 Est. Cost $41.15 Unrealized
IBB ISHARES BIOTECHNOLOGY FUND 0.2%
Value ($000) $641 Shares 4,920 Est. Cost $100.09 Unrealized
ECL ECOLAB INC COM 0.2%
Value ($000) $640 Shares 3,627 Est. Cost $153.07 Unrealized +17.3%
XYL XYLEM INC COM 0.2%
Value ($000) $632 Shares 7,418 Est. Cost $71.19 Unrealized +28.4%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF 0.2%
Value ($000) $610 Shares 18,920 Est. Cost $27.37 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $609 Shares 1,846 Est. Cost $176.94 Unrealized +80.7%
DGRS WISDOMTREE U.S. SMALLCAP QUALITY DIVIDEND GROWTH FUND 0.2%
Value ($000) $603 Shares 13,509 Est. Cost $42.19 Unrealized
ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF 0.2%
Value ($000) $572 Shares 22,067 Est. Cost $26.23 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.2%
Value ($000) $568 Shares 9,249 Est. Cost $61.41 Unrealized
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 0.2%
Value ($000) $567 Shares 15,535 Est. Cost $30.57 Unrealized
QQQ INVESCO QQQ TRUST 0.2%
Value ($000) $565 Shares 1,559 Est. Cost $190.99 Unrealized
T AT&T INC COM 0.1%
Value ($000) $521 Shares 22,043 Est. Cost $15.64 Unrealized -4.7%
CI CIGNA CORP NEW COM 0.1%
Value ($000) $497 Shares 2,073 Est. Cost $200.70 Unrealized +8.8%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $467 Shares 9,164 Est. Cost $40.88 Unrealized +1.5%
META META PLATFORMS INC CL A 0.1%
Value ($000) $459 Shares 2,063 Est. Cost $303.28 Unrealized -18.2%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $457 Shares 1,602 Est. Cost $148.41 Unrealized +70.4%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $449 Shares 3,999 Est. Cost $85.02 Unrealized
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND 0.1%
Value ($000) $444 Shares 4,717 Est. Cost $84.71 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $424 Shares 2,267 Est. Cost $96.32 Unrealized +78.4%
QEFA SPDR MSCI EAFE STRATEGICFACTORS ETF 0.1%
Value ($000) $424 Shares 5,873 Est. Cost $60.45 Unrealized
SPIP SPDR PORTFOLIO TIPS ETF 0.1%
Value ($000) $422 Shares 13,944 Est. Cost $31.53 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.1%
Value ($000) $404 Shares 5,405 Est. Cost $78.01 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value ($000) $402 Shares 5,634 Est. Cost $47.64 Unrealized
IYY ISHARES DOW JONES U.S. ETF 0.1%
Value ($000) $401 Shares 3,600 Est. Cost $108.03 Unrealized
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $389 Shares 4,110 Est. Cost $63.87 Unrealized +18.4%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX ETF 0.1%
Value ($000) $376 Shares 10,617 Est. Cost $31.06 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $368 Shares 6,925 Est. Cost $39.03 Unrealized +22.6%
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $363 Shares 4,750 Est. Cost $57.60 Unrealized
PEOPLES UNITED FINANCIAL INC COM 0.1%
Value ($000) $360 Shares 18,000 Est. Cost $14.42 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $349 Shares 5,254 Est. Cost $52.53 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $338 Shares 2,130 Est. Cost $79.88 Unrealized
PGX INVESCO PREFERRED ETF 0.1%
Value ($000) $336 Shares 24,758 Est. Cost $14.91 Unrealized
ISHARES IBONDS DEC 2023 TERM MUNI BOND ETF 0.1%
Value ($000) $327 Shares 12,854 Est. Cost $25.94 Unrealized
WSM WILLIAMS SONOMA INC COM 0.1%
Value ($000) $323 Shares 2,227 Est. Cost $85.90 Unrealized -18.4%
IJH ISHARES S&P MIDCAP FUND 0.1%
Value ($000) $322 Shares 1,200 Est. Cost $208.76 Unrealized
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $322 Shares 1,180 Est. Cost $20.76 Unrealized +20.6%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.1%
Value ($000) $321 Shares 8,719 Est. Cost $30.11 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $317 Shares 2,132 Est. Cost $126.87 Unrealized -9.7%
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $315 Shares 3,889 Est. Cost $61.84 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $312 Shares 10,600 Est. Cost $23.30 Unrealized
SCCO SOUTHERN COPPER CORP COM 0.1%
Value ($000) $307 Shares 4,040 Est. Cost $54.50 Unrealized +2.8%
SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 0.1%
Value ($000) $307 Shares 8,244 Est. Cost $28.35 Unrealized
BAX BAXTER INTL INC COM 0.1%
Value ($000) $303 Shares 3,905 Est. Cost $75.29 Unrealized +1.5%
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $296 Shares 2,000 Est. Cost $99.50 Unrealized
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $296 Shares 1,332 Est. Cost $124.21 Unrealized +60.1%
SKYY FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING 0.1%
Value ($000) $295 Shares 3,256 Est. Cost $57.80 Unrealized
HUBB HUBBELL INC COM 0.1%
Value ($000) $290 Shares 1,577 Est. Cost $172.49 Unrealized +2.4%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $281 Shares 2,814 Est. Cost $67.49 Unrealized +17.4%
PFE PFIZER INC COM 0.1%
Value ($000) $280 Shares 5,407 Est. Cost $29.04 Unrealized +46.2%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $271 Shares 1,975 Est. Cost $102.13 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $270 Shares 2,080 Est. Cost $93.86 Unrealized +19.4%
DIVB ISHARES U.S. DIVIDEND AND BUYBACK ETF 0.1%
Value ($000) $266 Shares 6,381 Est. Cost $42.81 Unrealized
FIW FIRST TRUST WATER ETF 0.1%
Value ($000) $264 Shares 3,136 Est. Cost $56.64 Unrealized
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.1%
Value ($000) $260 Shares 3,986 Est. Cost $67.21 Unrealized
GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $251 Shares 7,411 Est. Cost $30.40 Unrealized
DIS DISNEY WALT CO COM 0.1%
Value ($000) $245 Shares 1,789 Est. Cost $124.45 Unrealized +13.5%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $242 Shares 536 Est. Cost $328.18 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $241 Shares 418 Est. Cost $293.02 Unrealized +70.9%
MTX MINERALS TECHNOLOGIES INC COM 0.1%
Value ($000) $238 Shares 3,600 Est. Cost $54.02 Unrealized +25.3%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.1%
Value ($000) $229 Shares 3,763 Est. Cost $106.09 Unrealized
LOGI LOGITECH INTL S A SHS 0.1%
Value ($000) $227 Shares 3,070 Est. Cost $100.02 Unrealized -27.6%
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.1%
Value ($000) $224 Shares 1,100 Est. Cost $134.65 Unrealized
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.1%
Value ($000) $215 Shares 2,900 Est. Cost $45.88 Unrealized
CW CURTISS WRIGHT CORP COM 0.1%
Value ($000) $207 Shares 1,380 Est. Cost $111.72 Unrealized +25.6%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $205 Shares 14,900 Est. Cost $25.86 Unrealized -48.4%
ACWI ISHARES MSCI ACWI INDEX FUND 0.1%
Value ($000) $198 Shares 1,984 Est. Cost $68.42 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $197 Shares 1,950 Est. Cost $70.26 Unrealized +31.0%
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $196 Shares 1,495 Est. Cost $77.62 Unrealized +75.1%
LAND GLADSTONE LD CORP COM 0.1%
Value ($000) $189 Shares 5,190 Est. Cost $36.42 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $189 Shares 3,750 Est. Cost $50.40 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $188 Shares 687 Est. Cost $156.85 Unrealized +47.0%
CHD CHURCH & DWIGHT CO INC COM 0.1%
Value ($000) $185 Shares 1,862 Est. Cost $81.25 Unrealized +17.1%
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $171 Shares 2,486 Est. Cost $73.18 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $168 Shares 560 Est. Cost $112.25 Unrealized +154.4%
PIMCO ENERGY & TACTICAL CR OPP COM SHS BEN INT 0.0%
Value ($000) $166 Shares 11,194 Est. Cost $9.46 Unrealized
PFFD GLOBAL X U.S. PREFERRED ETF 0.0%
Value ($000) $166 Shares 7,052 Est. Cost $25.04 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $157 Shares 1,166 Est. Cost $95.69 Unrealized
SURFACE ONCOLOGY INC COM 0.0%
Value ($000) $157 Shares 53,442 Est. Cost $2.94 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $155 Shares 810 Est. Cost $197.83 Unrealized +1.5%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $155 Shares 542 Est. Cost $123.63 Unrealized +101.0%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $149 Shares 916 Est. Cost $157.36 Unrealized
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $148 Shares 2,723 Est. Cost $35.96 Unrealized +22.1%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $146 Shares 547 Est. Cost $241.03 Unrealized 0.0%
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.0%
Value ($000) $146 Shares 9,500 Est. Cost $12.77 Unrealized
PBD INVESCO GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $144 Shares 5,801 Est. Cost $17.31 Unrealized
DGRE WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $141 Shares 5,418 Est. Cost $29.37 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $140 Shares 1,767 Est. Cost $51.51 Unrealized +16.6%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $128 Shares 4,960 Est. Cost $22.10 Unrealized
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $127 Shares 800 Est. Cost $109.23 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $120 Shares 1,103 Est. Cost $71.57 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $119 Shares 900 Est. Cost $163.91 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $118 Shares 1,060 Est. Cost $72.15 Unrealized +23.6%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $114 Shares 703 Est. Cost $87.09 Unrealized +41.0%
NUVEEN DOW 30 DYNMC OVERWRT FD SHS 0.0%
Value ($000) $114 Shares 6,855 Est. Cost $16.06 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $112 Shares 535 Est. Cost $140.59 Unrealized +44.9%
EMMF WISDOMTREE EMERGING MARKETS MULTIFACTOR FUND 0.0%
Value ($000) $112 Shares 4,791 Est. Cost $20.23 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $112 Shares 485 Est. Cost $183.61 Unrealized +17.6%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $111 Shares 3,168 Est. Cost $26.93 Unrealized +6.0%
JACOBS ENGR GROUP INC COM 0.0%
Value ($000) $111 Shares 802 Est. Cost $133.13 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $109 Shares 711 Est. Cost $93.15 Unrealized +64.9%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $103 Shares 1,150 Est. Cost $112.17 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $102 Shares 280 Est. Cost $331.54 Unrealized +8.3%
SYY SYSCO CORP COM 0.0%
Value ($000) $100 Shares 1,227 Est. Cost $56.69 Unrealized +28.1%
KMPR KEMPER CORP COM 0.0%
Value ($000) $98 Shares 1,740 Est. Cost $85.42 Unrealized -35.0%
L LOEWS CORP COM 0.0%
Value ($000) $97 Shares 1,500 Est. Cost $45.69 Unrealized +32.3%
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.0%
Value ($000) $97 Shares 1,250 Est. Cost $80.35 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.0%
Value ($000) $97 Shares 958 Est. Cost $105.41 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $96 Shares 89 Est. Cost $167.58 Unrealized +85.9%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $94 Shares 800 Est. Cost $112.18 Unrealized 0.0%
JOE ST JOE CO COM 0.0%
Value ($000) $92 Shares 1,553 Est. Cost $49.24 Unrealized +5.0%
EASG XTRACKERS MSCI EAFE ESG LEADERS EQUITY ETF 0.0%
Value ($000) $91 Shares 3,145 Est. Cost $26.73 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $89 Shares 1,171 Est. Cost $57.94 Unrealized +24.8%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $87 Shares 873 Est. Cost $83.88 Unrealized +6.8%
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 0.0%
Value ($000) $87 Shares 800 Est. Cost $108.75 Unrealized
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $86 Shares 1,296 Est. Cost $38.17 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 0.0%
Value ($000) $85 Shares 4,450 Est. Cost $18.49 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $84 Shares 1,162 Est. Cost $46.20 Unrealized +27.0%
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF 0.0%
Value ($000) $83 Shares 3,196 Est. Cost $26.40 Unrealized
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value ($000) $83 Shares 8,950 Est. Cost $9.27 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $82 Shares 200 Est. Cost $394.19 Unrealized 0.0%
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $82 Shares 5,078 Est. Cost $23.09 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $77 Shares 356 Est. Cost $118.80 Unrealized +55.2%
BLACKROCK INC COM 0.0%
Value ($000) $76 Shares 100 Est. Cost $720.00 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $74 Shares 470 Est. Cost $123.35 Unrealized +15.5%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $74 Shares 545 Est. Cost $84.31 Unrealized +61.7%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $73 Shares 3,190 Est. Cost $22.79 Unrealized
EATON VANCE TAX ADVT DIV INCM COM 0.0%
Value ($000) $73 Shares 2,519 Est. Cost $28.98 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $73 Shares 1,954 Est. Cost $27.87 Unrealized +20.2%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $72 Shares 445 Est. Cost $123.55 Unrealized +9.6%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $72 Shares 530 Est. Cost $64.67 Unrealized +71.8%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $71 Shares 130 Est. Cost $526.03 Unrealized 0.0%
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $71 Shares 600 Est. Cost $54.72 Unrealized +79.6%
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $70 Shares 1,640 Est. Cost $37.46 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $70 Shares 290 Est. Cost $190.99 Unrealized +6.4%
WPC WP CAREY INC COM 0.0%
Value ($000) $70 Shares 869 Est. Cost $81.70 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $68 Shares 1,780 Est. Cost $38.12 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $67 Shares 285 Est. Cost $30.36 Unrealized +35.9%
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 0.0%
Value ($000) $67 Shares 2,050 Est. Cost $37.07 Unrealized
EYLD CAMBRIA EMERGING SHAREHOLDER YIELD ETF 0.0%
Value ($000) $67 Shares 2,130 Est. Cost $35.68 Unrealized
LAM RESEARCH CORP COM 0.0%
Value ($000) $67 Shares 125 Est. Cost $536.00 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $66 Shares 1,030 Est. Cost $50.98 Unrealized +12.4%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $66 Shares 1,208 Est. Cost $54.64 Unrealized
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $66 Shares 1,191 Est. Cost $40.95 Unrealized 0.0%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $64 Shares 1,168 Est. Cost $61.64 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $63 Shares 379 Est. Cost $128.86 Unrealized +13.3%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $62 Shares 532 Est. Cost $117.95 Unrealized +12.6%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $62 Shares 245 Est. Cost $199.16 Unrealized +7.9%
XYLD GLOBAL X S&P 500 COVERED CALL ETF 0.0%
Value ($000) $62 Shares 1,250 Est. Cost $49.51 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $61 Shares 884 Est. Cost $53.88 Unrealized
LINDE PLC SHS 0.0%
Value ($000) $61 Shares 190 Est. Cost $287.83 Unrealized
ARGO GROUP INTL HLDGS LTD COM 0.0%
Value ($000) $60 Shares 1,459 Est. Cost $74.02 Unrealized
ALTO ALTO INGREDIENTS INC COM 0.0%
Value ($000) $60 Shares 8,800 Est. Cost $5.60 Unrealized 0.0%
BLACKROCK INNOVATION AND GRW SHS BEN INT 0.0%
Value ($000) $60 Shares 5,284 Est. Cost $20.07 Unrealized
TDV PROSHARES S&P GLOBAL TECHNOLOGY DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $56 Shares 903 Est. Cost $62.02 Unrealized
SPYX SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.0%
Value ($000) $56 Shares 505 Est. Cost $87.43 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $55 Shares 1,024 Est. Cost $62.91 Unrealized
EATON VANCE RISK-MANAGED DIVER COM 0.0%
Value ($000) $54 Shares 5,441 Est. Cost $9.37 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $54 Shares 1,600 Est. Cost $24.80 Unrealized +14.3%
EPAM EPAM SYS INC COM 0.0%
Value ($000) $53 Shares 180 Est. Cost $392.21 Unrealized 0.0%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $52 Shares 187 Est. Cost $278.07 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $52 Shares 155 Est. Cost $325.21 Unrealized 0.0%
EATON VANCE TAX-MANAGED BUY- W COM 0.0%
Value ($000) $52 Shares 3,301 Est. Cost $14.95 Unrealized
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $51 Shares 335 Est. Cost $129.54 Unrealized +9.7%
FRPT FRESHPET INC COM 0.0%
Value ($000) $51 Shares 500 Est. Cost $94.12 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $50 Shares 1,270 Est. Cost $30.41 Unrealized +2.0%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $50 Shares 1,150 Est. Cost $40.81 Unrealized
INTF ISHARES MSCI INTL MULTIFACTOR ETF 0.0%
Value ($000) $50 Shares 1,790 Est. Cost $22.75 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $48 Shares 163 Est. Cost $212.14 Unrealized +41.4%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $47 Shares 514 Est. Cost $62.95 Unrealized -7.0%
BNS BANK NOVA SCOTIA B C COM 0.0%
Value ($000) $47 Shares 650 Est. Cost $35.42 Unrealized +65.5%
LYFT LYFT INC CL A COM 0.0%
Value ($000) $46 Shares 1,205 Est. Cost $54.63 Unrealized -28.3%
SHE SPDR SSGA GENDER DIVERSITY INDEX ETF 0.0%
Value ($000) $46 Shares 500 Est. Cost $68.00 Unrealized
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $37.13 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $46 Shares 250 Est. Cost $184.00 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $46 Shares 1,334 Est. Cost $25.37 Unrealized +6.3%
EEMS ISHARES MSCI EMERGING MARKETS SMALL-CAP ETF 0.0%
Value ($000) $45 Shares 787 Est. Cost $38.41 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $44 Shares 640 Est. Cost $65.24 Unrealized +10.7%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $44 Shares 320 Est. Cost $99.37 Unrealized +30.0%
LMBS FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF 0.0%
Value ($000) $43 Shares 888 Est. Cost $51.08 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $41 Shares 370 Est. Cost $116.88 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $41 Shares 370 Est. Cost $50.34 Unrealized
KNG FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.0%
Value ($000) $41 Shares 744 Est. Cost $50.76 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $40 Shares 349 Est. Cost $56.58 Unrealized +74.1%
VIRTUS STONE HBR EMRG MKTS INC COM 0.0%
Value ($000) $40 Shares 6,141 Est. Cost $6.51 Unrealized
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $39 Shares 529 Est. Cost $54.82 Unrealized
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $39 Shares 1,020 Est. Cost $42.16 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $38 Shares 459 Est. Cost $54.67 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $38 Shares 351 Est. Cost $108.26 Unrealized
LIGHTNING EMOTORS INC COM 0.0%
Value ($000) $38 Shares 6,700 Est. Cost $5.67 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $37 Shares 202 Est. Cost $113.98 Unrealized +39.3%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $37 Shares 241 Est. Cost $143.20 Unrealized +2.9%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $37 Shares 600 Est. Cost $47.50 Unrealized
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value ($000) $37 Shares 399 Est. Cost $90.26 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $37 Shares 350 Est. Cost $105.71 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $36 Shares 705 Est. Cost $47.24 Unrealized +2.2%
DOW DOW INC COM 0.0%
Value ($000) $36 Shares 567 Est. Cost $32.94 Unrealized +46.5%
KELLOGG CO COM 0.0%
Value ($000) $35 Shares 540 Est. Cost $51.06 Unrealized +2.9%
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.0%
Value ($000) $35 Shares 628 Est. Cost $37.85 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $35 Shares 500 Est. Cost $53.81 Unrealized +2.8%
WMT WALMART INC COM 0.0%
Value ($000) $35 Shares 233 Est. Cost $44.34 Unrealized +0.6%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $34 Shares 268 Est. Cost $105.91 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $34 Shares 280 Est. Cost $82.14 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $34 Shares 70 Est. Cost $415.58 Unrealized +20.2%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $33 Shares 486 Est. Cost $49.42 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $33 Shares 247 Est. Cost $95.94 Unrealized +37.5%
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $33 Shares 1,074 Est. Cost $30.30 Unrealized
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $33 Shares 468 Est. Cost $44.55 Unrealized
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $33 Shares 435 Est. Cost $96.31 Unrealized
SAGE THERAPEUTICS INC COM 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $44.00 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $32 Shares 662 Est. Cost $33.67 Unrealized +9.4%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $32 Shares 1,130 Est. Cost $26.84 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
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $32 Shares 205 Est. Cost $169.68 Unrealized -5.7%
LIBERTY GLOBAL PLC SHS CL C 0.0%
Value ($000) $32 Shares 1,245 Est. Cost $20.60 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $32 Shares 388 Est. Cost $53.80 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $31 Shares 280 Est. Cost $85.27 Unrealized +40.0%
XYZ BLOCK INC CL A 0.0%
Value ($000) $30 Shares 224 Est. Cost $216.70 Unrealized -44.1%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $30 Shares 631 Est. Cost $47.54 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $30 Shares 1,800 Est. Cost $10.19 Unrealized +42.8%
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value ($000) $29 Shares 2,103 Est. Cost $11.89 Unrealized
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 0.0%
Value ($000) $29 Shares 630 Est. Cost $37.76 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $29 Shares 230 Est. Cost $118.06 Unrealized
XHB SPDR S&P HOMEBUILDERS ETF 0.0%
Value ($000) $28 Shares 450 Est. Cost $73.33 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $28 Shares 500 Est. Cost $14.81 Unrealized +181.9%
DISCOVERY INC COM SER C 0.0%
Value ($000) $28 Shares 1,110 Est. Cost $22.97 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $28 Shares 105 Est. Cost $248.47 Unrealized -0.1%
DVYE ISHARES EMERGING MARKETS DIVIDEND ETF 0.0%
Value ($000) $27 Shares 820 Est. Cost $34.10 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $27 Shares 321 Est. Cost $62.23 Unrealized +34.0%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $27 Shares 350 Est. Cost $66.03 Unrealized -8.5%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $27 Shares 200 Est. Cost $121.57 Unrealized 0.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $27 Shares 199 Est. Cost $109.73 Unrealized 0.0%
BMI BADGER METER INC COM 0.0%
Value ($000) $27 Shares 267 Est. Cost $95.17 Unrealized 0.0%
AI C3 AI INC CL A 0.0%
Value ($000) $27 Shares 1,200 Est. Cost $40.49 Unrealized -40.5%
HYGH ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF 0.0%
Value ($000) $26 Shares 297 Est. Cost $87.29 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value ($000) $25 Shares 1,200 Est. Cost $22.17 Unrealized
EATON VANCE TAX-ADVANTAGED GLO COM 0.0%
Value ($000) $25 Shares 827 Est. Cost $24.18 Unrealized
QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND 0.0%
Value ($000) $25 Shares 230 Est. Cost $111.41 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $25 Shares 250 Est. Cost $79.73 Unrealized +3.7%
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $25 Shares 521 Est. Cost $32.63 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $24 Shares 146 Est. Cost $151.27 Unrealized -0.0%
NGM BIOPHARMACEUTICALS INC COM 0.0%
Value ($000) $24 Shares 1,600 Est. Cost $30.00 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $24 Shares 400 Est. Cost $65.33 Unrealized -11.0%
DLTH DULUTH HLDGS INC COM CL B 0.0%
Value ($000) $23 Shares 1,900 Est. Cost $8.12 Unrealized +72.3%
MSCI MSCI INC COM 0.0%
Value ($000) $23 Shares 45 Est. Cost $343.86 Unrealized +44.4%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $23 Shares 613 Est. Cost $26.10 Unrealized
AVA AVISTA CORP COM 0.0%
Value ($000) $23 Shares 500 Est. Cost $36.84 Unrealized -0.9%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $22 Shares 52 Est. Cost $307.69 Unrealized
NEW YORK CMNTY BANCORP INC COM 0.0%
Value ($000) $22 Shares 2,029 Est. Cost $10.84 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $22 Shares 416 Est. Cost $56.79 Unrealized
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $22 Shares 2,500 Est. Cost $8.80 Unrealized
PIEDMONT LITHIUM INC COM 0.0%
Value ($000) $22 Shares 300 Est. Cost $73.33 Unrealized
NDSN NORDSON CORP COM 0.0%
Value ($000) $22 Shares 97 Est. Cost $219.29 Unrealized 0.0%
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $22 Shares 436 Est. Cost $43.38 Unrealized 0.0%
ALDX ALDEYRA THERAPEUTICS INC COM 0.0%
Value ($000) $22 Shares 5,000 Est. Cost $10.52 Unrealized -62.1%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $22 Shares 436 Est. Cost $48.46 Unrealized
LIBERTY MEDIA CORP DEL COM SER C FRMLA 0.0%
Value ($000) $22 Shares 315 Est. Cost $31.29 Unrealized
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $21 Shares 157 Est. Cost $75.26 Unrealized +77.5%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $21 Shares 265 Est. Cost $75.65 Unrealized
SOXX ISHARES SEMICONDUCTOR FUND 0.0%
Value ($000) $21 Shares 45 Est. Cost $403.55 Unrealized
KOMP SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 0.0%
Value ($000) $21 Shares 400 Est. Cost $35.00 Unrealized
WEN WENDYS CO COM 0.0%
Value ($000) $21 Shares 954 Est. Cost $22.62 Unrealized -0.4%
LBTYAUSD LIBERTY GLOBAL PLC SHS CL A 0.0%
Value ($000) $21 Shares 806 Est. Cost $21.51 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $20 Shares 264 Est. Cost $56.00 Unrealized
TRNS TRANSCAT INC COM 0.0%
Value ($000) $20 Shares 250 Est. Cost $30.00 Unrealized +171.0%
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $14.00 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $19 Shares 490 Est. Cost $29.04 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $19 Shares 434 Est. Cost $28.15 Unrealized +71.1%
FTXR FIRST TRUST NASDAQ TRANSPORTATION ETF 0.0%
Value ($000) $19 Shares 580 Est. Cost $34.48 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $19 Shares 186 Est. Cost $30.72 Unrealized +159.3%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $18 Shares 68 Est. Cost $264.71 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $18 Shares 250 Est. Cost $53.02 Unrealized +13.9%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $18 Shares 1,002 Est. Cost $18.30 Unrealized -7.1%
BLACKROCK HEALTH SCIENCES TR COM 0.0%
Value ($000) $18 Shares 395 Est. Cost $48.10 Unrealized
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 0.0%
Value ($000) $18 Shares 4,417 Est. Cost $3.47 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value ($000) $18 Shares 409 Est. Cost $26.89 Unrealized
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $17 Shares 49 Est. Cost $304.63 Unrealized +5.1%
ABUS ARBUTUS BIOPHARMA CORP COM 0.0%
Value ($000) $17 Shares 5,600 Est. Cost $3.22 Unrealized -4.9%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $17 Shares 337 Est. Cost $42.09 Unrealized +20.6%
FLAHERTY & CRUMRINE PFD SECS I COM 0.0%
Value ($000) $17 Shares 850 Est. Cost $20.00 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.0%
Value ($000) $17 Shares 900 Est. Cost $12.22 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $17 Shares 519 Est. Cost $20.96 Unrealized +21.9%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF 0.0%
Value ($000) $17 Shares 270 Est. Cost $69.49 Unrealized
HRI HERC HLDGS INC COM 0.0%
Value ($000) $17 Shares 101 Est. Cost $107.43 Unrealized +36.1%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $17 Shares 126 Est. Cost $125.08 Unrealized 0.0%
PPL PPL CORP COM 0.0%
Value ($000) $17 Shares 612 Est. Cost $25.20 Unrealized -2.0%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $17 Shares 70 Est. Cost $188.81 Unrealized +17.5%
PSK SPDR ICE PREFERRED SECURITIES ETF 0.0%
Value ($000) $17 Shares 435 Est. Cost $39.75 Unrealized
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $16 Shares 500 Est. Cost $22.79 Unrealized 0.0%
TWLO TWILIO INC CL A 0.0%
Value ($000) $16 Shares 100 Est. Cost $182.23 Unrealized 0.0%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $16 Shares 208 Est. Cost $50.07 Unrealized
COHEN & STEERS SELECT PFD & IN COM 0.0%
Value ($000) $16 Shares 700 Est. Cost $22.86 Unrealized
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $16 Shares 250 Est. Cost $28.00 Unrealized
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $16 Shares 145 Est. Cost $99.95 Unrealized 0.0%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $16 Shares 44 Est. Cost $266.70 Unrealized +31.8%
PAYSAFE LIMITED ORD 0.0%
Value ($000) $16 Shares 4,600 Est. Cost $3.48 Unrealized
XL FLEET CORP COM CL A 0.0%
Value ($000) $16 Shares 7,800 Est. Cost $2.05 Unrealized
COHEN & STEERS TAX ADVAN PFD S COM 0.0%
Value ($000) $15 Shares 700 Est. Cost $21.43 Unrealized
ISCF ISHARES MSCI INTL SMALL-CAP MULTIFACTOR ETF 0.0%
Value ($000) $15 Shares 438 Est. Cost $27.26 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $15 Shares 328 Est. Cost $39.49 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $15 Shares 124 Est. Cost $66.76 Unrealized +41.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $14 Shares 63 Est. Cost $171.05 Unrealized +15.1%
CACI CACI INTL INC CL A 0.0%
Value ($000) $14 Shares 48 Est. Cost $276.04 Unrealized 0.0%
BLACKROCK MUNIYILD QULT FD INC COM 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $14.00 Unrealized
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $14 Shares 1,354 Est. Cost $32.17 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $14 Shares 200 Est. Cost $52.64 Unrealized +1.8%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $14 Shares 294 Est. Cost $33.61 Unrealized
HIGHLAND INCOME FD HIGHLAND INCOME 0.0%
Value ($000) $13 Shares 1,125 Est. Cost $10.67 Unrealized
SEAGEN INC COM 0.0%
Value ($000) $13 Shares 93 Est. Cost $193.55 Unrealized
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.0%
Value ($000) $13 Shares 250 Est. Cost $36.64 Unrealized
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $45.45 Unrealized 0.0%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $13 Shares 300 Est. Cost $43.33 Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $13 Shares 182 Est. Cost $162.03 Unrealized -55.5%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $13 Shares 285 Est. Cost $31.23 Unrealized +15.7%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $13 Shares 64 Est. Cost $129.93 Unrealized +42.8%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $13 Shares 30 Est. Cost $486.73 Unrealized 0.0%
ARTY ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF 0.0%
Value ($000) $13 Shares 371 Est. Cost $26.95 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $12 Shares 150 Est. Cost $66.67 Unrealized
LITHIUM AMERS CORP NEW COM NEW 0.0%
Value ($000) $12 Shares 300 Est. Cost $30.00 Unrealized
ARES DYNAMIC CR ALLOCATION FD COM 0.0%
Value ($000) $12 Shares 800 Est. Cost $16.25 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $12 Shares 67 Est. Cost $119.60 Unrealized +34.1%
ICUI ICU MED INC COM 0.0%
Value ($000) $12 Shares 54 Est. Cost $205.72 Unrealized +8.9%
CERNER CORP COM 0.0%
Value ($000) $12 Shares 130 Est. Cost $92.31 Unrealized
IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF 0.0%
Value ($000) $12 Shares 490 Est. Cost $26.53 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $12 Shares 219 Est. Cost $47.25 Unrealized 0.0%
TPR TAPESTRY INC COM 0.0%
Value ($000) $12 Shares 312 Est. Cost $39.42 Unrealized -12.9%
IQDF FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUND 0.0%
Value ($000) $12 Shares 518 Est. Cost $19.31 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $12 Shares 370 Est. Cost $26.86 Unrealized +1.0%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $12 Shares 143 Est. Cost $61.74 Unrealized +18.0%
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $11 Shares 431 Est. Cost $33.48 Unrealized
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $11 Shares 141 Est. Cost $63.83 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $11 Shares 77 Est. Cost $149.14 Unrealized -9.8%
MERITOR INC COM 0.0%
Value ($000) $11 Shares 320 Est. Cost $28.13 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $11 Shares 111 Est. Cost $62.82 Unrealized +39.2%
USCI UNITED STATES COMMODITY INDEX FUND 0.0%
Value ($000) $11 Shares 200 Est. Cost $55.00 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A 0.0%
Value ($000) $11 Shares 209 Est. Cost $29.69 Unrealized +77.3%
G1 THERAPEUTICS INC COM 0.0%
Value ($000) $11 Shares 1,500 Est. Cost $22.00 Unrealized
NUVEEN FLOATING RATE INCOME OP COM SHS 0.0%
Value ($000) $11 Shares 1,040 Est. Cost $7.62 Unrealized
MORT VANECK MORTGAGE REIT INCOME ETF 0.0%
Value ($000) $11 Shares 665 Est. Cost $13.29 Unrealized
EME EMCOR GROUP INC COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $120.11 Unrealized -3.2%
NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS 0.0%
Value ($000) $11 Shares 400 Est. Cost $27.25 Unrealized
LIBERTY MEDIA CORP DEL COM SER A FRMLA 0.0%
Value ($000) $10 Shares 157 Est. Cost $30.81 Unrealized
LHC GROUP INC COM 0.0%
Value ($000) $10 Shares 57 Est. Cost $175.44 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $10 Shares 187 Est. Cost $40.41 Unrealized +32.4%
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.0%
Value ($000) $10 Shares 322 Est. Cost $23.61 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $10 Shares 41 Est. Cost $161.57 Unrealized +24.2%
BBU BROOKFIELD BUSINESS PARTNERS L UNIT LTD L P 0.0%
Value ($000) $10 Shares 324 Est. Cost $30.97 Unrealized
BROOKFIELD ASSET MGMT REINS PA CL A EXCH LT VTG 0.0%
Value ($000) $10 Shares 167 Est. Cost $57.24 Unrealized
MFEM PIMCO RAFI DYNAMIC MULTI-FACTOR EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $10 Shares 488 Est. Cost $20.69 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $10 Shares 50 Est. Cost $141.00 Unrealized
LIVENT CORP COM 0.0%
Value ($000) $10 Shares 395 Est. Cost $24.00 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.0%
Value ($000) $10 Shares 126 Est. Cost $79.37 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $9 Shares 187 Est. Cost $45.80 Unrealized +5.9%
COLD AMERICOLD RLTY TR COM 0.0%
Value ($000) $9 Shares 336 Est. Cost $36.92 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $9 Shares 100 Est. Cost $86.67 Unrealized
WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $9 Shares 370 Est. Cost $24.32 Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $9 Shares 40 Est. Cost $234.79 Unrealized -14.5%
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $9 Shares 900 Est. Cost $7.36 Unrealized
FTNT FORTINET INC COM 0.0%
Value ($000) $9 Shares 26 Est. Cost $65.81 Unrealized -5.5%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $9 Shares 101 Est. Cost $55.34 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value ($000) $9 Shares 300 Est. Cost $22.86 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $9 Shares 40 Est. Cost $186.36 Unrealized 0.0%
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.00 Unrealized
METV ROUNDHILL BALL METAVERSE ETF 0.0%
Value ($000) $9 Shares 735 Est. Cost $12.24 Unrealized
VKTX VIKING THERAPEUTICS INC COM 0.0%
Value ($000) $8 Shares 2,500 Est. Cost $6.06 Unrealized -40.8%
HARBOR CUSTOM DEVELOPMENT INC 8 CONV PFD SR A 0.0%
Value ($000) $8 Shares 506 Est. Cost $15.81 Unrealized
PROTERRA INC COM 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $8.00 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC COM 0.0%
Value ($000) $8 Shares 83 Est. Cost $82.11 Unrealized +3.2%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $8 Shares 102 Est. Cost $29.29 Unrealized +2.7%
CDP CORPORATE OFFICE PPTYS TR SH BEN INT 0.0%
Value ($000) $8 Shares 275 Est. Cost $21.82 Unrealized
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.0%
Value ($000) $8 Shares 73 Est. Cost $97.39 Unrealized
APTIV PLC SHS 0.0%
Value ($000) $8 Shares 65 Est. Cost $123.08 Unrealized
MRTN MARTEN TRANS LTD COM 0.0%
Value ($000) $8 Shares 459 Est. Cost $10.37 Unrealized +59.5%
BLACKROCK SCIENCE & TECHNOLOGY SHS 0.0%
Value ($000) $8 Shares 185 Est. Cost $54.05 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $7 Shares 117 Est. Cost $63.23 Unrealized 0.0%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $7 Shares 184 Est. Cost $32.08 Unrealized +9.1%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $7 Shares 125 Est. Cost $56.00 Unrealized
BEEM BEAM GLOBAL COM 0.0%
Value ($000) $7 Shares 320 Est. Cost $36.44 Unrealized -60.0%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $7 Shares 100 Est. Cost $69.16 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $7 Shares 60 Est. Cost $179.93 Unrealized -24.4%
BLUESTAR ISRAEL TECHNOLOGY ETF 0.0%
Value ($000) $7 Shares 125 Est. Cost $40.00 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $7 Shares 117 Est. Cost $49.14 Unrealized +9.9%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $7 Shares 57 Est. Cost $61.83 Unrealized +91.3%
MASI MASIMO CORP COM 0.0%
Value ($000) $7 Shares 46 Est. Cost $192.01 Unrealized 0.0%
PIMCO CORPORATE & INCOME OPPOR COM 0.0%
Value ($000) $7 Shares 481 Est. Cost $12.47 Unrealized
MMS MAXIMUS INC COM 0.0%
Value ($000) $7 Shares 93 Est. Cost $76.52 Unrealized 0.0%
FDHY FIDELITY HIGH YIELD FACTOR ETF 0.0%
Value ($000) $6 Shares 111 Est. Cost $47.81 Unrealized
SNDR SCHNEIDER NATIONAL INC CL B 0.0%
Value ($000) $6 Shares 228 Est. Cost $23.38 Unrealized +11.4%
EPC EDGEWELL PERS CARE CO COM 0.0%
Value ($000) $6 Shares 156 Est. Cost $37.98 Unrealized -0.0%
BLACKROCK CR ALLOCATION INCOME COM 0.0%
Value ($000) $6 Shares 501 Est. Cost $11.98 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $55.16 Unrealized 0.0%
CBRL CRACKER BARREL OLD CTRY STORE COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $131.95 Unrealized -20.9%
VTRS VIATRIS INC COM 0.0%
Value ($000) $6 Shares 514 Est. Cost $13.11 Unrealized -15.7%
TU TELUS CORPORATION COM 0.0%
Value ($000) $6 Shares 225 Est. Cost $21.68 Unrealized +14.0%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $6 Shares 437 Est. Cost $15.05 Unrealized 0.0%
OC OWENS CORNING NEW COM 0.0%
Value ($000) $6 Shares 63 Est. Cost $91.89 Unrealized 0.0%
CEMB ISHARES J.P. MORGAN EM CORPORATE BOND ETF 0.0%
Value ($000) $5 Shares 118 Est. Cost $42.37 Unrealized
PRAA PRA GROUP INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $34.84 Unrealized +32.7%
BBUC BROOKFIELD BUSINESS CORP CL A EXC SUB VTG 0.0%
Value ($000) $5 Shares 162 Est. Cost $30.46 Unrealized 0.0%
NIO NIO INC SPON ADS 0.0%
Value ($000) $5 Shares 250 Est. Cost $42.20 Unrealized
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $5 Shares 72 Est. Cost $33.83 Unrealized
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $68.07 Unrealized +43.0%
VFC V F CORP COM 0.0%
Value ($000) $5 Shares 95 Est. Cost $85.42 Unrealized -27.4%
USPH U S PHYSICAL THERAPY COM 0.0%
Value ($000) $5 Shares 55 Est. Cost $95.37 Unrealized 0.0%
FIRST TR SR FLTG RATE INCOME F COM 0.0%
Value ($000) $5 Shares 400 Est. Cost $10.00 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $5 Shares 73 Est. Cost $68.49 Unrealized
FDD FIRST TRUST DOW JONES STOXX EUROPEAN SELECT DIVIDEND INDEX FUND 0.0%
Value ($000) $4 Shares 320 Est. Cost $15.63 Unrealized
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $4 Shares 63 Est. Cost $47.62 Unrealized
CPNG COUPANG INC CL A 0.0%
Value ($000) $4 Shares 220 Est. Cost $40.95 Unrealized -47.8%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $4 Shares 20 Est. Cost $290.76 Unrealized -32.8%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $4 Shares 29 Est. Cost $132.88 Unrealized 0.0%
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 0.0%
Value ($000) $4 Shares 126 Est. Cost $27.67 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $4 Shares 22 Est. Cost $55.46 Unrealized +14.4%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $4 Shares 70 Est. Cost $149.33 Unrealized -57.9%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $70.89 Unrealized 0.0%
WELL WELLTOWER INC COM 0.0%
Value ($000) $4 Shares 37 Est. Cost $75.03 Unrealized +4.9%
PIMCO CORPORATE & INCM STRG FD COM 0.0%
Value ($000) $4 Shares 276 Est. Cost $14.49 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $4 Shares 58 Est. Cost $55.38 Unrealized +8.5%
BLACK KNIGHT INC COM 0.0%
Value ($000) $4 Shares 70 Est. Cost $43.25 Unrealized
SKECHERS U S A INC CL A 0.0%
Value ($000) $4 Shares 100 Est. Cost $20.00 Unrealized
GAMIDA CELL LTD SHS 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.00 Unrealized
DRAFTKINGS INC COM CL A 0.0%
Value ($000) $3 Shares 130 Est. Cost $59.00 Unrealized
BDN BRANDYWINE RLTY TR SH BEN INT NEW 0.0%
Value ($000) $3 Shares 200 Est. Cost $10.00 Unrealized
HBIO HARVARD BIOSCIENCE INC COM 0.0%
Value ($000) $3 Shares 500 Est. Cost $7.07 Unrealized -16.4%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $3 Shares 40 Est. Cost $75.00 Unrealized
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $3 Shares 43 Est. Cost $56.16 Unrealized -2.5%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $96.52 Unrealized +32.0%
RIGEL PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.00 Unrealized
NTNX NUTANIX INC CL A 0.0%
Value ($000) $3 Shares 109 Est. Cost $29.53 Unrealized -9.2%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $3 Shares 34 Est. Cost $90.20 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $106.90 Unrealized +6.9%
GOLF ACUSHNET HLDGS CORP COM 0.0%
Value ($000) $3 Shares 64 Est. Cost $52.56 Unrealized -14.0%
VOYA VOYA FINANCIAL INC COM 0.0%
Value ($000) $3 Shares 41 Est. Cost $60.79 Unrealized +3.9%
XSHD INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $3 Shares 150 Est. Cost $13.33 Unrealized
HYHG PROSHARES HIGH YIELD-INTEREST RATE HEDGED ETF 0.0%
Value ($000) $2 Shares 25 Est. Cost $62.42 Unrealized
LILAK LIBERTY LATIN AMERICA LTD COM CL C 0.0%
Value ($000) $2 Shares 216 Est. Cost $16.97 Unrealized -38.4%
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $76.19 Unrealized +28.4%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $2 Shares 13 Est. Cost Unrealized
WCC WESCO INTL INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $41.44 Unrealized +194.0%
PCG PG&E CORP COM 0.0%
Value ($000) $2 Shares 139 Est. Cost $9.18 Unrealized +27.3%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $57.15 Unrealized +22.8%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $2 Shares 62 Est. Cost $16.13 Unrealized
DBX DROPBOX INC CL A 0.0%
Value ($000) $2 Shares 100 Est. Cost $23.10 Unrealized +0.9%
AOM ISHARES MODERATE ALLOCATION FUND 0.0%
Value ($000) $2 Shares 58 Est. Cost $51.72 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $2 Shares 22 Est. Cost $90.91 Unrealized
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $58.40 Unrealized 0.0%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $2 Shares 53 Est. Cost $37.74 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $53.04 Unrealized -21.5%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $93.72 Unrealized
TDUP THREDUP INC CL A 0.0%
Value ($000) $1 Shares 100 Est. Cost $24.20 Unrealized -64.0%
FULT FULTON FINL CORP PA COM 0.0%
Value ($000) $1 Shares 45 Est. Cost $12.21 Unrealized +23.9%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $1 Shares 115 Est. Cost $42.25 Unrealized
CMPS COMPASS PATHWAYS PLC SPONSORED ADS 0.0%
Value ($000) $1 Shares 100 Est. Cost $40.00 Unrealized
WWD WOODWARD INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $114.55 Unrealized 0.0%
FUL FULLER H B CO COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $38.88 Unrealized +72.0%
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 +95.8%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $38.46 Unrealized
AGIO AGIOS PHARMACEUTICALS INC COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $41.40 Unrealized -26.2%
TXG 10X GENOMICS INC CL A COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $87.48 Unrealized 0.0%
NEKTAR THERAPEUTICS COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $47.18 Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $1 Shares 84 Est. Cost Unrealized
VRE VERIS RESIDENTIAL INC COM 0.0%
Value ($000) $1 Shares 53 Est. Cost Unrealized
ONL ORION OFFICE REIT INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $1 Shares 35 Est. Cost $33.86 Unrealized
CLNE CLEAN ENERGY FUELS CORP COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.32 Unrealized -34.7%
ATON PORTAGE BIOTECH INC COM 0.0%
Value ($000) $1 Shares 150 Est. Cost $377.13 Unrealized -54.4%
NIKOLA CORP COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $35.66 Unrealized +32.3%
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 81 Est. Cost $13.13 Unrealized +25.6%
VREX VAREX IMAGING CORP COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $25.76 Unrealized -1.3%
SSYS STRATASYS LTD SHS 0.0%
Value ($000) $0 Shares 15 Est. Cost $18.21 Unrealized +32.4%
ORGANOVO HLDGS INC COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
VOXELJET AG ADS 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
OI O-I GLASS INC COM 0.0%
Value ($000) $0 Shares 27 Est. Cost $10.91 Unrealized +19.5%
AGENUS INC COM NEW 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $24.78 Unrealized +2.9%
AETHLON MED INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
AAOI APPLIED OPTOELECTRONICS INC COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $9.12 Unrealized -57.5%
HELIUS MED TECHNOLOGIES INC COM CL A NEW 0.0%
Value ($000) $0 Shares 107 Est. Cost $16.77 Unrealized
RICEBRAN TECHNOLOGIES COM NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
DESKTOP METAL INC COM CL A 0.0%
Value ($000) $0 Shares 64 Est. Cost $16.00 Unrealized
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $0 Shares 25 Est. Cost $17.60 Unrealized -11.0%
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $64.54 Unrealized +40.4%
POLARITYTE INC COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $1.00 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $28.67 Unrealized 0.0%
OBE OBSIDIAN ENERGY LTD COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $7.30 Unrealized 0.0%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $0 Shares 7 Est. Cost $142.86 Unrealized
SRNE SORRENTO THERAPEUTICS INC COM NEW 0.0%
Value ($000) $0 Shares 116 Est. Cost $3.83 Unrealized -18.5%
BELLICUM PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $0 Shares 6 Est. Cost $97.14 Unrealized -37.9%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $13.84 Unrealized +74.3%
LIBERTY TRIPADVISOR HLDGS INC COM SER A 0.0%
Value ($000) $0 Shares 184 Est. Cost $16.75 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
LIBERTY MEDIA CORP DEL COM A BRAVES GRP 0.0%
Value ($000) $0 Shares 13 Est. Cost $27.40 Unrealized
IFGL ISHARES FTSE EPRA/NAREIT DEVELOPED REAL ESTATE EX-US INDEX FUND 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized