TRANSCEND CAPITAL ADVISORS, LLC Diversified Active

CIK: 0001776082 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 20, 2022

Total Value ($000): $1,132,274 (100.0% shares, 0.0% debt)

Holdings (488)

AAPL APPLE INC COM 7.7%
Value ($000) $87,317 Shares 491,734 Est. Cost $102.82 Unrealized +50.5%
OBDC OWL ROCK CAPITAL CORPORATION COM 5.4%
Value ($000) $61,427 Shares 4,338,055 Est. Cost $8.88 Unrealized +0.9%
MSFT MICROSOFT CORP COM 2.9%
Value ($000) $32,537 Shares 96,745 Est. Cost $204.10 Unrealized +53.6%
OWL BLUE OWL CAPITAL INC COM CL A 2.3%
Value ($000) $26,298 Shares 1,763,764 Est. Cost $11.48 Unrealized +37.5%
MRK MERCK & CO INC COM 2.1%
Value ($000) $23,562 Shares 307,443 Est. Cost $66.14 Unrealized +5.7%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 2.0%
Value ($000) $22,757 Shares 123,738 Est. Cost $337.16 Unrealized -30.3%
AMZN AMAZON COM INC COM 1.5%
Value ($000) $17,320 Shares 5,194 Est. Cost $161.75 Unrealized +5.8%
DOCU DOCUSIGN INC COM 1.3%
Value ($000) $14,365 Shares 94,311 Est. Cost $207.56 Unrealized +9.8%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 1.2%
Value ($000) $13,980 Shares 124,700 Est. Cost $91.55 Unrealized
JPM JPMORGAN CHASE & CO COM 1.2%
Value ($000) $13,799 Shares 87,142 Est. Cost $140.29 Unrealized +5.4%
GOOGL ALPHABET INC CAP STK CL A 1.2%
Value ($000) $13,631 Shares 4,705 Est. Cost $91.76 Unrealized +55.8%
SPGI S&P GLOBAL INC COM 1.2%
Value ($000) $13,197 Shares 27,964 Est. Cost $417.79 Unrealized +5.8%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 1.1%
Value ($000) $12,819 Shares 73,727 Est. Cost $159.38 Unrealized
QQQ INVESCO QQQ TRUST 1.1%
Value ($000) $12,527 Shares 31,486 Est. Cost $239.50 Unrealized
SPY SPDR S&P 500 ETF 1.1%
Value ($000) $12,023 Shares 25,313 Est. Cost $455.95 Unrealized
HD HOME DEPOT INC COM 1.0%
Value ($000) $11,099 Shares 26,745 Est. Cost $223.32 Unrealized +53.7%
BX BLACKSTONE INC COM 0.9%
Value ($000) $10,477 Shares 80,970 Est. Cost $55.19 Unrealized +110.4%
IVV ISHARES CORE S&P 500 ETF 0.9%
Value ($000) $10,172 Shares 21,326 Est. Cost $364.82 Unrealized
META META PLATFORMS INC CL A 0.8%
Value ($000) $9,359 Shares 27,826 Est. Cost $252.07 Unrealized +30.8%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.8%
Value ($000) $9,286 Shares 86,060 Est. Cost $104.65 Unrealized
JNJ JOHNSON & JOHNSON COM 0.8%
Value ($000) $8,919 Shares 52,135 Est. Cost $125.28 Unrealized +15.8%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.8%
Value ($000) $8,576 Shares 58,917 Est. Cost $117.30 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.7%
Value ($000) $8,343 Shares 48,574 Est. Cost $152.50 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.7%
Value ($000) $7,998 Shares 128,273 Est. Cost $45.19 Unrealized +9.0%
GOOG ALPHABET INC CAP STK CL C 0.7%
Value ($000) $7,879 Shares 2,723 Est. Cost $101.80 Unrealized +40.9%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.7%
Value ($000) $7,714 Shares 54,752 Est. Cost $132.65 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.7%
Value ($000) $7,468 Shares 50,762 Est. Cost $126.58 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.6%
Value ($000) $7,253 Shares 118,363 Est. Cost $54.69 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.6%
Value ($000) $7,071 Shares 76,224 Est. Cost $93.68 Unrealized
AMLP ALERIAN MLP ETF 0.6%
Value ($000) $6,926 Shares 211,558 Est. Cost $30.21 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.6%
Value ($000) $6,558 Shares 32,079 Est. Cost $197.56 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.6%
Value ($000) $6,398 Shares 163,835 Est. Cost $40.60 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.6%
Value ($000) $6,343 Shares 87,532 Est. Cost $68.45 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value ($000) $6,210 Shares 20,768 Est. Cost $214.05 Unrealized +33.8%
UPWK UPWORK INC COM 0.5%
Value ($000) $6,140 Shares 179,729 Est. Cost $48.74 Unrealized -9.3%
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $6,104 Shares 37,314 Est. Cost $110.92 Unrealized +20.9%
IGBH ISHARES INTEREST RATE HEDGED LONG-TERM CORPORATE BOND ETF 0.5%
Value ($000) $6,083 Shares 244,989 Est. Cost $24.99 Unrealized
NVDA NVIDIA CORPORATION COM 0.5%
Value ($000) $6,076 Shares 20,658 Est. Cost $21.19 Unrealized +29.6%
V VISA INC COM CL A 0.5%
Value ($000) $5,917 Shares 27,305 Est. Cost $223.53 Unrealized -6.9%
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $5,571 Shares 91,048 Est. Cost $50.63 Unrealized +6.5%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.5%
Value ($000) $5,525 Shares 140,301 Est. Cost $35.92 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.5%
Value ($000) $5,522 Shares 56,243 Est. Cost $93.82 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.5%
Value ($000) $5,492 Shares 70,704 Est. Cost $79.91 Unrealized
HON HONEYWELL INTL INC COM 0.5%
Value ($000) $5,470 Shares 26,232 Est. Cost $156.74 Unrealized +18.1%
WISDOMTREE FLOATING RATE TREASURY FUND 0.5%
Value ($000) $5,449 Shares 217,161 Est. Cost $25.10 Unrealized
INTC INTEL CORP COM 0.5%
Value ($000) $5,356 Shares 104,010 Est. Cost $47.72 Unrealized -0.9%
ADP AUTOMATIC DATA PROCESSING INC COM 0.5%
Value ($000) $5,223 Shares 21,182 Est. Cost $147.81 Unrealized +40.2%
BAC BK OF AMERICA CORP COM 0.5%
Value ($000) $5,172 Shares 116,261 Est. Cost $26.95 Unrealized +52.2%
CSCO CISCO SYS INC COM 0.5%
Value ($000) $5,149 Shares 81,248 Est. Cost $38.95 Unrealized +29.6%
BLACKROCK INC COM 0.5%
Value ($000) $5,127 Shares 5,600 Est. Cost $639.15 Unrealized
TXN TEXAS INSTRS INC COM 0.5%
Value ($000) $5,099 Shares 27,055 Est. Cost $125.98 Unrealized +35.1%
EFG ISHARES MSCI EAFE GROWTH ETF 0.4%
Value ($000) $5,053 Shares 45,814 Est. Cost $94.25 Unrealized
VV VANGUARD LARGE-CAP INDEX FUND 0.4%
Value ($000) $5,045 Shares 22,824 Est. Cost $202.21 Unrealized
MDT MEDTRONIC PLC SHS 0.4%
Value ($000) $4,929 Shares 47,650 Est. Cost $112.35 Unrealized -9.2%
AVGO BROADCOM INC COM 0.4%
Value ($000) $4,852 Shares 7,292 Est. Cost $34.70 Unrealized +49.2%
COF CAPITAL ONE FINL CORP COM 0.4%
Value ($000) $4,744 Shares 32,700 Est. Cost $87.35 Unrealized +64.2%
MS MORGAN STANLEY COM NEW 0.4%
Value ($000) $4,723 Shares 48,116 Est. Cost $54.08 Unrealized +60.4%
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $4,645 Shares 49,756 Est. Cost $71.85 Unrealized +7.7%
DIS DISNEY WALT CO COM 0.4%
Value ($000) $4,592 Shares 29,647 Est. Cost $135.36 Unrealized +16.6%
VUG VANGUARD GROWTH INDEX FUND 0.4%
Value ($000) $4,491 Shares 13,995 Est. Cost $247.62 Unrealized
GM GENERAL MTRS CO COM 0.4%
Value ($000) $4,445 Shares 75,811 Est. Cost $37.80 Unrealized +49.1%
TMO THERMO FISHER SCIENTIFIC INC COM 0.4%
Value ($000) $4,379 Shares 6,562 Est. Cost $427.28 Unrealized +44.5%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $4,339 Shares 16,185 Est. Cost $191.89 Unrealized +19.7%
CHD CHURCH & DWIGHT CO INC COM 0.4%
Value ($000) $4,333 Shares 42,270 Est. Cost $68.10 Unrealized +26.8%
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value ($000) $4,275 Shares 82,284 Est. Cost $42.32 Unrealized -4.6%
AMT AMERICAN TOWER CORP NEW COM 0.4%
Value ($000) $4,174 Shares 14,271 Est. Cost $190.05 Unrealized +26.0%
PEP PEPSICO INC COM 0.4%
Value ($000) $4,145 Shares 23,859 Est. Cost $119.20 Unrealized +20.3%
PFE PFIZER INC COM 0.4%
Value ($000) $4,145 Shares 70,191 Est. Cost $27.45 Unrealized +46.5%
ILMN ILLUMINA INC COM 0.4%
Value ($000) $4,102 Shares 10,782 Est. Cost $303.09 Unrealized +25.0%
GABELLI DIVID & INCOME TR COM 0.4%
Value ($000) $4,050 Shares 149,996 Est. Cost $22.57 Unrealized
MAINSTAY MACKAY DEFINEDTERM MU COM 0.4%
Value ($000) $4,041 Shares 185,548 Est. Cost $21.04 Unrealized
VPL VANGUARD FTSE PACIFIC ETF 0.3%
Value ($000) $3,943 Shares 50,545 Est. Cost $75.52 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.3%
Value ($000) $3,935 Shares 93,850 Est. Cost $43.69 Unrealized -1.3%
BA BOEING CO COM 0.3%
Value ($000) $3,899 Shares 19,368 Est. Cost $198.02 Unrealized +6.7%
PYPL PAYPAL HLDGS INC COM 0.3%
Value ($000) $3,846 Shares 20,397 Est. Cost $275.91 Unrealized -21.8%
UNP UNION PAC CORP COM 0.3%
Value ($000) $3,844 Shares 15,259 Est. Cost $198.84 Unrealized +8.1%
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $3,837 Shares 32,698 Est. Cost $79.98 Unrealized +20.2%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.3%
Value ($000) $3,797 Shares 10,451 Est. Cost $357.80 Unrealized
LLY LILLY ELI & CO COM 0.3%
Value ($000) $3,772 Shares 13,657 Est. Cost $171.03 Unrealized +42.6%
TSLA TESLA INC COM 0.3%
Value ($000) $3,770 Shares 3,567 Est. Cost $239.82 Unrealized +39.8%
WFC WELLS FARGO CO NEW COM 0.3%
Value ($000) $3,701 Shares 77,132 Est. Cost $27.47 Unrealized +61.7%
LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 0.3%
Value ($000) $3,682 Shares 38,471 Est. Cost $95.69 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.3%
Value ($000) $3,587 Shares 9,378 Est. Cost $351.58 Unrealized +1.4%
HYEM VANECK EMERGING MARKETS HIGH YIELD BOND ETF 0.3%
Value ($000) $3,585 Shares 159,956 Est. Cost $22.96 Unrealized
CRM SALESFORCE COM INC COM 0.3%
Value ($000) $3,447 Shares 13,565 Est. Cost $254.32 Unrealized +9.2%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.3%
Value ($000) $3,436 Shares 16,638 Est. Cost $110.97 Unrealized +88.3%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.3%
Value ($000) $3,383 Shares 29,420 Est. Cost $120.13 Unrealized
C CITIGROUP INC COM NEW 0.3%
Value ($000) $3,297 Shares 54,594 Est. Cost $43.01 Unrealized +32.9%
ORCL ORACLE CORP COM 0.3%
Value ($000) $3,240 Shares 37,155 Est. Cost $83.42 Unrealized +6.6%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.3%
Value ($000) $3,194 Shares 13,230 Est. Cost $187.25 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $3,158 Shares 56,904 Est. Cost $59.13 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.3%
Value ($000) $3,155 Shares 7 Est. Cost $422631.30 Unrealized +2.2%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.3%
Value ($000) $3,126 Shares 29,540 Est. Cost $104.40 Unrealized
DHR DANAHER CORPORATION COM 0.3%
Value ($000) $3,118 Shares 9,477 Est. Cost $181.36 Unrealized +48.9%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.3%
Value ($000) $3,084 Shares 6,732 Est. Cost $429.37 Unrealized
ARCC ARES CAPITAL CORP COM 0.3%
Value ($000) $3,070 Shares 144,859 Est. Cost $9.36 Unrealized +49.2%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.3%
Value ($000) $3,063 Shares 98,913 Est. Cost $31.12 Unrealized
ABBV ABBVIE INC COM 0.3%
Value ($000) $3,050 Shares 22,523 Est. Cost $73.74 Unrealized +37.9%
IEFA ISHARES CORE MSCI EAFE ETF 0.3%
Value ($000) $3,038 Shares 40,697 Est. Cost $71.50 Unrealized
IEUR ISHARES CORE MSCI EUROPE ETF 0.3%
Value ($000) $2,993 Shares 51,467 Est. Cost $57.55 Unrealized
RITM NEW RESIDENTIAL INVT CORP COM NEW 0.3%
Value ($000) $2,932 Shares 273,741 Est. Cost $11.53 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.3%
Value ($000) $2,892 Shares 24,873 Est. Cost $115.82 Unrealized
FITB FIFTH THIRD BANCORP COM 0.3%
Value ($000) $2,886 Shares 66,261 Est. Cost $24.74 Unrealized +50.0%
BLUE OWL CAPITAL INC WT EXP 051926 0.3%
Value ($000) $2,872 Shares 611,079 Est. Cost $3.69 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $2,864 Shares 5,705 Est. Cost $391.46 Unrealized +7.8%
EFV ISHARES MSCI EAFE VALUE ETF 0.3%
Value ($000) $2,846 Shares 56,485 Est. Cost $51.29 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.2%
Value ($000) $2,793 Shares 7,568 Est. Cost $325.42 Unrealized
GLD SPDR GOLD SHARES 0.2%
Value ($000) $2,692 Shares 15,747 Est. Cost $167.67 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.2%
Value ($000) $2,483 Shares 22,679 Est. Cost $79.14 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $2,474 Shares 41,787 Est. Cost $48.80 Unrealized +0.8%
WMT WALMART INC COM 0.2%
Value ($000) $2,456 Shares 16,974 Est. Cost $43.80 Unrealized +3.1%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $2,437 Shares 13,327 Est. Cost $111.66 Unrealized +30.8%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.2%
Value ($000) $2,431 Shares 45,934 Est. Cost $53.05 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $2,341 Shares 10,921 Est. Cost $138.05 Unrealized +22.1%
GOVT ISHARES U.S. TREASURY BOND ETF 0.2%
Value ($000) $2,313 Shares 86,679 Est. Cost $27.55 Unrealized
AMGN AMGEN INC COM 0.2%
Value ($000) $2,291 Shares 10,182 Est. Cost $203.77 Unrealized -9.1%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.2%
Value ($000) $2,271 Shares 31,066 Est. Cost $68.66 Unrealized
BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT 0.2%
Value ($000) $2,271 Shares 58,316 Est. Cost $41.73 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.2%
Value ($000) $2,259 Shares 31,880 Est. Cost $72.38 Unrealized
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $2,249 Shares 44,677 Est. Cost $42.56 Unrealized +8.4%
IXG ISHARES GLOBAL FINANCIALS ETF 0.2%
Value ($000) $2,228 Shares 27,829 Est. Cost $77.61 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.2%
Value ($000) $2,192 Shares 14,772 Est. Cost $154.61 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.2%
Value ($000) $2,186 Shares 12,574 Est. Cost $111.84 Unrealized +39.7%
ITT ITT INC COM 0.2%
Value ($000) $2,176 Shares 21,295 Est. Cost $97.81 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.2%
Value ($000) $2,158 Shares 15,780 Est. Cost $86.48 Unrealized +45.0%
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.2%
Value ($000) $2,156 Shares 59,085 Est. Cost $44.57 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $2,141 Shares 16,017 Est. Cost $105.24 Unrealized +1.2%
MCO MOODYS CORP COM 0.2%
Value ($000) $2,111 Shares 5,406 Est. Cost $320.24 Unrealized +16.3%
BLACKROCK CAP INVT CORP COM 0.2%
Value ($000) $2,101 Shares 525,175 Est. Cost $4.05 Unrealized
TGT TARGET CORP COM 0.2%
Value ($000) $2,097 Shares 9,059 Est. Cost $151.58 Unrealized +41.3%
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.2%
Value ($000) $2,085 Shares 21,035 Est. Cost $98.99 Unrealized
WPM WHEATON PRECIOUS METALS CORP COM 0.2%
Value ($000) $2,081 Shares 48,478 Est. Cost $41.20 Unrealized -4.5%
MBB ISHARES MBS ETF 0.2%
Value ($000) $2,081 Shares 19,375 Est. Cost $110.30 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.2%
Value ($000) $2,064 Shares 25,405 Est. Cost $81.95 Unrealized
VFH VANGUARD FINANCIALS INDEX FUND 0.2%
Value ($000) $2,058 Shares 21,314 Est. Cost $100.46 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.2%
Value ($000) $2,035 Shares 3,588 Est. Cost $517.43 Unrealized +20.8%
KMI KINDER MORGAN INC DEL COM 0.2%
Value ($000) $1,987 Shares 125,255 Est. Cost $13.27 Unrealized -0.5%
CRWD CROWDSTRIKE HLDGS INC CL A 0.2%
Value ($000) $1,976 Shares 9,651 Est. Cost $171.08 Unrealized +42.4%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $1,975 Shares 6,463 Est. Cost $246.26 Unrealized
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $1,965 Shares 16,802 Est. Cost $75.87 Unrealized +34.7%
T AT&T INC COM 0.2%
Value ($000) $1,945 Shares 79,073 Est. Cost $17.09 Unrealized -14.2%
LOW LOWES COS INC COM 0.2%
Value ($000) $1,938 Shares 7,498 Est. Cost $176.34 Unrealized +24.7%
EXC EXELON CORP COM 0.2%
Value ($000) $1,922 Shares 33,267 Est. Cost $26.10 Unrealized +24.6%
VB VANGUARD SMALL-CAP INDEX FUND 0.2%
Value ($000) $1,910 Shares 8,452 Est. Cost $191.05 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.2%
Value ($000) $1,905 Shares 8,653 Est. Cost $146.92 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.2%
Value ($000) $1,900 Shares 9,103 Est. Cost $130.99 Unrealized +14.5%
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $1,897 Shares 18,389 Est. Cost $57.58 Unrealized +39.8%
TFC TRUIST FINL CORP COM 0.2%
Value ($000) $1,888 Shares 32,238 Est. Cost $45.79 Unrealized +8.6%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $1,869 Shares 4,509 Est. Cost $312.84 Unrealized +9.7%
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.2%
Value ($000) $1,867 Shares 33,904 Est. Cost $55.76 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $1,799 Shares 14,676 Est. Cost $116.72 Unrealized
ESGE ISHARES MSCI EM ESG SELECT ETF 0.2%
Value ($000) $1,775 Shares 44,656 Est. Cost $53.99 Unrealized
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.2%
Value ($000) $1,748 Shares 58,332 Est. Cost $30.09 Unrealized
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $1,743 Shares 20,419 Est. Cost $67.39 Unrealized +5.2%
FXI ISHARES CHINA LARGE-CAP ETF 0.2%
Value ($000) $1,736 Shares 47,470 Est. Cost $40.29 Unrealized
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $1,718 Shares 5,648 Est. Cost $249.01 Unrealized +5.9%
XBI SPDR S&P BIOTECH ETF 0.2%
Value ($000) $1,703 Shares 15,207 Est. Cost $115.88 Unrealized
FSK FS KKR CAP CORP COM 0.1%
Value ($000) $1,688 Shares 80,589 Est. Cost $7.67 Unrealized +53.4%
CWI SPDR MSCI ACWI EX-US ETF 0.1%
Value ($000) $1,685 Shares 57,500 Est. Cost $30.04 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.1%
Value ($000) $1,648 Shares 6,468 Est. Cost $210.43 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $1,642 Shares 9,500 Est. Cost $149.24 Unrealized +4.2%
FOLD AMICUS THERAPEUTICS INC COM 0.1%
Value ($000) $1,641 Shares 142,064 Est. Cost $19.13 Unrealized -41.7%
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $1,637 Shares 39,222 Est. Cost $36.21 Unrealized -1.2%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.1%
Value ($000) $1,604 Shares 14,201 Est. Cost $75.56 Unrealized +12.1%
IBB ISHARES BIOTECHNOLOGY FUND 0.1%
Value ($000) $1,593 Shares 10,435 Est. Cost $143.37 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $1,581 Shares 19,545 Est. Cost $67.08 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.1%
Value ($000) $1,579 Shares 13,793 Est. Cost $90.81 Unrealized
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $1,562 Shares 12,087 Est. Cost $128.28 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.1%
Value ($000) $1,538 Shares 25,371 Est. Cost $59.37 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.1%
Value ($000) $1,520 Shares 11,814 Est. Cost $131.93 Unrealized
YUM YUM BRANDS INC COM 0.1%
Value ($000) $1,513 Shares 10,894 Est. Cost $85.51 Unrealized +38.2%
IYG ISHARES U.S. FINANCIAL SERVICES ETF 0.1%
Value ($000) $1,495 Shares 7,745 Est. Cost $185.81 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $1,485 Shares 12,501 Est. Cost $207.44 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $1,483 Shares 55,704 Est. Cost $28.95 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $1,480 Shares 31,239 Est. Cost $29.74 Unrealized +10.3%
CI CIGNA CORP NEW COM 0.1%
Value ($000) $1,474 Shares 6,417 Est. Cost $174.23 Unrealized +13.2%
DLR DIGITAL RLTY TR INC COM 0.1%
Value ($000) $1,472 Shares 8,322 Est. Cost $120.62 Unrealized +14.5%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.1%
Value ($000) $1,471 Shares 26,353 Est. Cost $53.65 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $1,467 Shares 17,050 Est. Cost $66.79 Unrealized +18.8%
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.1%
Value ($000) $1,429 Shares 22,078 Est. Cost $64.73 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $1,403 Shares 7,901 Est. Cost $137.11 Unrealized -7.2%
PAG PENSKE AUTOMOTIVE GRP INC COM 0.1%
Value ($000) $1,387 Shares 12,932 Est. Cost $87.76 Unrealized +19.2%
VGK VANGUARD FTSE EUROPE ETF 0.1%
Value ($000) $1,363 Shares 19,981 Est. Cost $60.96 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $1,363 Shares 2,401 Est. Cost $365.81 Unrealized +33.4%
IYT ISHARES U.S. TRANSPORTATION ETF 0.1%
Value ($000) $1,335 Shares 4,828 Est. Cost $224.73 Unrealized
BLACKROCK CR ALLOCATION INCOME COM 0.1%
Value ($000) $1,335 Shares 88,708 Est. Cost $14.71 Unrealized
BAR GRANITESHARES GOLD SHARES 0.1%
Value ($000) $1,319 Shares 72,672 Est. Cost $18.74 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $1,307 Shares 17,222 Est. Cost $56.39 Unrealized +15.8%
CSX CSX CORP COM 0.1%
Value ($000) $1,298 Shares 34,532 Est. Cost $29.64 Unrealized +12.3%
ALLEGHANY CORP MD COM 0.1%
Value ($000) $1,284 Shares 1,924 Est. Cost $520.27 Unrealized
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $1,280 Shares 17,627 Est. Cost $55.20 Unrealized +6.5%
IXN ISHARES GLOBAL TECH ETF 0.1%
Value ($000) $1,270 Shares 19,721 Est. Cost $86.78 Unrealized
PGX INVESCO PREFERRED ETF 0.1%
Value ($000) $1,253 Shares 83,548 Est. Cost $15.15 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $1,227 Shares 18,390 Est. Cost $51.56 Unrealized +6.7%
MRNA MODERNA INC COM 0.1%
Value ($000) $1,195 Shares 4,706 Est. Cost $363.48 Unrealized -19.6%
DOUBLELINE INCOME SOLUTIONS FD COM 0.1%
Value ($000) $1,191 Shares 73,853 Est. Cost $17.54 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.1%
Value ($000) $1,173 Shares 4,647 Est. Cost $290.76 Unrealized 0.0%
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $1,163 Shares 13,298 Est. Cost $85.10 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $1,161 Shares 5,791 Est. Cost $98.29 Unrealized +77.3%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.1%
Value ($000) $1,141 Shares 28,949 Est. Cost $36.45 Unrealized
REALOGY HLDGS CORP COM 0.1%
Value ($000) $1,140 Shares 67,840 Est. Cost $19.68 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $1,133 Shares 18,923 Est. Cost $62.39 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $1,127 Shares 3,135 Est. Cost $353.79 Unrealized -4.5%
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $1,124 Shares 35,091 Est. Cost $33.22 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $1,122 Shares 4,469 Est. Cost $169.53 Unrealized +25.3%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $1,119 Shares 12,581 Est. Cost $72.08 Unrealized +0.6%
ABT ABBOTT LABS COM 0.1%
Value ($000) $1,109 Shares 7,877 Est. Cost $106.09 Unrealized +11.9%
BLACKROCK MUNIYLD MICH QLTY FD COM 0.1%
Value ($000) $1,105 Shares 72,022 Est. Cost $14.71 Unrealized
JVAL JPMORGAN U.S. VALUE FACTOR ETF 0.1%
Value ($000) $1,090 Shares 28,373 Est. Cost $37.20 Unrealized
PIMCO ENERGY & TACTICAL CR OPP COM SHS BEN INT 0.1%
Value ($000) $1,083 Shares 84,058 Est. Cost $13.28 Unrealized
GWW GRAINGER W W INC COM 0.1%
Value ($000) $1,083 Shares 2,089 Est. Cost $420.15 Unrealized +7.7%
WDAY WORKDAY INC CL A 0.1%
Value ($000) $1,076 Shares 3,940 Est. Cost $247.61 Unrealized +12.1%
IOT SAMSARA INC COM CL A 0.1%
Value ($000) $1,014 Shares 36,065 Est. Cost $26.05 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $1,011 Shares 28,170 Est. Cost $22.19 Unrealized +32.9%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $1,004 Shares 15,146 Est. Cost $47.57 Unrealized +16.3%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $980 Shares 4,699 Est. Cost $144.40 Unrealized +28.3%
QUAD QUAD / GRAPHICS INC COM CL A 0.1%
Value ($000) $970 Shares 242,400 Est. Cost $3.86 Unrealized +6.1%
NFLX NETFLIX INC COM 0.1%
Value ($000) $967 Shares 1,605 Est. Cost $55.83 Unrealized +14.4%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.1%
Value ($000) $935 Shares 14,201 Est. Cost $103.11 Unrealized
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.1%
Value ($000) $932 Shares 17,511 Est. Cost $54.17 Unrealized
AEIS ADVANCED ENERGY INDS COM 0.1%
Value ($000) $911 Shares 10,000 Est. Cost $84.58 Unrealized +3.5%
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 0.1%
Value ($000) $903 Shares 42,196 Est. Cost $21.40 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.1%
Value ($000) $901 Shares 5,424 Est. Cost $150.67 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $897 Shares 5,202 Est. Cost $148.97 Unrealized -1.0%
IAT ISHARES U.S. REGIONAL BANKS ETF 0.1%
Value ($000) $896 Shares 14,500 Est. Cost $50.97 Unrealized
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 0.1%
Value ($000) $881 Shares 33,961 Est. Cost $25.34 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.1%
Value ($000) $870 Shares 10,265 Est. Cost $87.95 Unrealized
CB CHUBB LIMITED COM 0.1%
Value ($000) $869 Shares 4,495 Est. Cost $168.14 Unrealized +5.6%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.1%
Value ($000) $851 Shares 39,000 Est. Cost $22.15 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $850 Shares 1,947 Est. Cost $405.59 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $849 Shares 2,388 Est. Cost $318.70 Unrealized -3.1%
CME CME GROUP INC COM 0.1%
Value ($000) $845 Shares 3,697 Est. Cost $136.55 Unrealized +35.4%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $842 Shares 8,028 Est. Cost $74.99 Unrealized +15.0%
BBDC BARINGS BDC INC COM 0.1%
Value ($000) $839 Shares 76,160 Est. Cost $5.25 Unrealized +33.1%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.1%
Value ($000) $835 Shares 7,780 Est. Cost $107.35 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $817 Shares 8,651 Est. Cost $62.95 Unrealized -2.2%
HBAN HUNTINGTON BANCSHARES INC COM 0.1%
Value ($000) $814 Shares 52,759 Est. Cost $7.65 Unrealized +70.4%
SNOW SNOWFLAKE INC CL A 0.1%
Value ($000) $813 Shares 2,401 Est. Cost $232.63 Unrealized +49.8%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.1%
Value ($000) $813 Shares 8,997 Est. Cost $76.99 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $801 Shares 5,404 Est. Cost $144.95 Unrealized
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 0.1%
Value ($000) $800 Shares 14,392 Est. Cost $54.68 Unrealized
WESTERN ASST INFLTN LKD INM FD COM SH BEN INT 0.1%
Value ($000) $787 Shares 59,395 Est. Cost $13.96 Unrealized
CLEARBRIDGE MLP AND MIDSTRM FD COM 0.1%
Value ($000) $782 Shares 29,048 Est. Cost $23.34 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $772 Shares 10,010 Est. Cost $71.46 Unrealized
F FORD MTR CO DEL COM 0.1%
Value ($000) $770 Shares 37,069 Est. Cost $9.54 Unrealized +46.7%
ABR ARBOR REALTY TRUST INC COM 0.1%
Value ($000) $755 Shares 41,191 Est. Cost $9.25 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value ($000) $745 Shares 3,946 Est. Cost $159.94 Unrealized +0.3%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $745 Shares 10,322 Est. Cost $39.48 Unrealized +58.6%
FDN FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 0.1%
Value ($000) $736 Shares 3,255 Est. Cost $230.77 Unrealized
SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF 0.1%
Value ($000) $733 Shares 14,503 Est. Cost $50.91 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $730 Shares 9,283 Est. Cost $69.75 Unrealized
ALL ALLSTATE CORP COM 0.1%
Value ($000) $719 Shares 6,112 Est. Cost $88.53 Unrealized +20.7%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.1%
Value ($000) $717 Shares 7,912 Est. Cost $86.22 Unrealized
JHML JOHN HANCOCK MULTIFACTOR LARGE CAP ETF 0.1%
Value ($000) $715 Shares 12,030 Est. Cost $57.77 Unrealized
AMN AMN HEALTHCARE SVCS INC COM 0.1%
Value ($000) $709 Shares 5,795 Est. Cost $106.04 Unrealized +4.7%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $708 Shares 4,350 Est. Cost $148.57 Unrealized
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $697 Shares 2,607 Est. Cost $194.47 Unrealized +29.1%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $693 Shares 7,290 Est. Cost $61.69 Unrealized +23.7%
NKE NIKE INC CL B 0.1%
Value ($000) $693 Shares 4,156 Est. Cost $134.32 Unrealized +15.1%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $683 Shares 4,339 Est. Cost $133.52 Unrealized +4.5%
MCHI ISHARES MSCI CHINA ETF 0.1%
Value ($000) $670 Shares 10,676 Est. Cost $81.03 Unrealized
MXI ISHARES GLOBAL MATERIALS ETF 0.1%
Value ($000) $669 Shares 7,392 Est. Cost $82.08 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.1%
Value ($000) $668 Shares 23,217 Est. Cost $25.78 Unrealized
CBRE GBL REAL ESTATE INC FD COM 0.1%
Value ($000) $666 Shares 68,023 Est. Cost $6.94 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.1%
Value ($000) $664 Shares 6,634 Est. Cost $100.09 Unrealized
BLACKROCK CAP ALLOCATION TR COM 0.1%
Value ($000) $664 Shares 34,150 Est. Cost $19.44 Unrealized
ELV ANTHEM INC COM 0.1%
Value ($000) $663 Shares 1,430 Est. Cost $294.12 Unrealized +35.0%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $659 Shares 3,188 Est. Cost $156.93 Unrealized +19.0%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $652 Shares 5,718 Est. Cost $115.68 Unrealized
BAX BAXTER INTL INC COM 0.1%
Value ($000) $645 Shares 7,512 Est. Cost $74.05 Unrealized -1.2%
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 0.1%
Value ($000) $636 Shares 12,547 Est. Cost $49.50 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $634 Shares 4,788 Est. Cost $133.79 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $632 Shares 1,812 Est. Cost $308.06 Unrealized 0.0%
BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF 0.1%
Value ($000) $630 Shares 7,292 Est. Cost $83.71 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $625 Shares 1,122 Est. Cost $57.07 Unrealized +51.6%
BCE BCE INC COM NEW 0.1%
Value ($000) $624 Shares 12,000 Est. Cost $31.73 Unrealized +19.8%
SO SOUTHERN CO COM 0.1%
Value ($000) $619 Shares 9,024 Est. Cost $46.08 Unrealized +18.7%
FDX FEDEX CORP COM 0.1%
Value ($000) $614 Shares 2,375 Est. Cost $199.75 Unrealized +10.1%
BBY BEST BUY INC COM 0.1%
Value ($000) $599 Shares 5,899 Est. Cost $93.80 Unrealized 0.0%
SCHP SCHWAB U.S. TIPS ETF 0.1%
Value ($000) $596 Shares 9,478 Est. Cost $63.38 Unrealized
VIRTUS DIVIDEND INTEREST & PR COM 0.1%
Value ($000) $592 Shares 36,832 Est. Cost $15.62 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $589 Shares 2,649 Est. Cost $155.48 Unrealized
FISV FISERV INC COM 0.1%
Value ($000) $582 Shares 5,610 Est. Cost $109.33 Unrealized -5.4%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $566 Shares 1,446 Est. Cost $400.54 Unrealized +6.7%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $564 Shares 6,609 Est. Cost $65.24 Unrealized +4.4%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $551 Shares 25,088 Est. Cost $24.24 Unrealized
EUSB ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $545 Shares 11,028 Est. Cost $49.30 Unrealized
ACM AECOM COM 0.0%
Value ($000) $544 Shares 7,035 Est. Cost $61.23 Unrealized +10.3%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $543 Shares 11,995 Est. Cost $44.07 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $528 Shares 3,138 Est. Cost $114.18 Unrealized +15.6%
WESTERN AST INFL LKD OPP & INM COM 0.0%
Value ($000) $524 Shares 38,550 Est. Cost $13.80 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $523 Shares 4,051 Est. Cost $123.93 Unrealized
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $521 Shares 20,098 Est. Cost $25.92 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $521 Shares 3,936 Est. Cost $53.51 Unrealized +3.6%
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.0%
Value ($000) $520 Shares 5,203 Est. Cost $100.02 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $512 Shares 1,720 Est. Cost $201.65 Unrealized +26.6%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $512 Shares 8,367 Est. Cost $68.28 Unrealized
PMT PENNYMAC MTG INVT TR COM 0.0%
Value ($000) $507 Shares 29,275 Est. Cost $17.32 Unrealized
FIRST TR HIGH YIELD OPPRT 2027 COM 0.0%
Value ($000) $506 Shares 25,000 Est. Cost $20.24 Unrealized
MDRX ALLSCRIPTS HEALTHCARE SOLUTNS COM 0.0%
Value ($000) $504 Shares 27,344 Est. Cost $16.14 Unrealized -1.6%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $499 Shares 9,263 Est. Cost $54.64 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $496 Shares 5,898 Est. Cost $43.82 Unrealized +74.6%
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.0%
Value ($000) $487 Shares 18,800 Est. Cost $24.62 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $484 Shares 4,430 Est. Cost $119.24 Unrealized -14.4%
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $481 Shares 15,969 Est. Cost $26.96 Unrealized
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value ($000) $479 Shares 5,000 Est. Cost $110.60 Unrealized
LINDE PLC SHS 0.0%
Value ($000) $477 Shares 1,376 Est. Cost $331.27 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $477 Shares 2,867 Est. Cost $156.54 Unrealized +12.5%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $471 Shares 8,752 Est. Cost $59.22 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $469 Shares 2,905 Est. Cost $189.45 Unrealized +14.4%
PGC PEAPACK-GLADSTONE FINL CORP COM 0.0%
Value ($000) $468 Shares 13,219 Est. Cost $28.11 Unrealized +18.4%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $463 Shares 8,877 Est. Cost $37.99 Unrealized
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $458 Shares 14,972 Est. Cost $32.22 Unrealized
CLOUGH GLOBAL OPPORTUNITIES FD SH BEN INT 0.0%
Value ($000) $458 Shares 43,081 Est. Cost $11.20 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $455 Shares 4,962 Est. Cost $77.31 Unrealized +13.3%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $454 Shares 5,430 Est. Cost $64.80 Unrealized
BIZD VANECK BDC INCOME ETF 0.0%
Value ($000) $454 Shares 26,387 Est. Cost $17.55 Unrealized
BLACKSTONE STRATEGIC CREDIT FD COM SHS BEN IN 0.0%
Value ($000) $454 Shares 33,685 Est. Cost $13.95 Unrealized
PHM PULTE GROUP INC COM 0.0%
Value ($000) $451 Shares 7,890 Est. Cost $42.08 Unrealized +17.1%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $450 Shares 2,560 Est. Cost $164.67 Unrealized 0.0%
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $450 Shares 19,031 Est. Cost $20.74 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $442 Shares 4,673 Est. Cost $104.43 Unrealized
MAS MASCO CORP COM 0.0%
Value ($000) $441 Shares 6,278 Est. Cost $56.54 Unrealized +5.8%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $440 Shares 2,063 Est. Cost $203.52 Unrealized 0.0%
MITT AG MTG INVT TR INC COM NEW 0.0%
Value ($000) $438 Shares 42,700 Est. Cost $10.26 Unrealized
COMT ISHARES COMMODITIES SELECT STRATEGY ETF 0.0%
Value ($000) $435 Shares 14,072 Est. Cost $35.07 Unrealized
FORTRESS TRANS INFRST INVS LLC COM REP LTD LIAB 0.0%
Value ($000) $434 Shares 14,993 Est. Cost $27.21 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $433 Shares 2,593 Est. Cost $139.71 Unrealized +7.8%
KKR KKR & CO INC COM 0.0%
Value ($000) $430 Shares 5,774 Est. Cost $60.61 Unrealized +17.5%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $426 Shares 2,537 Est. Cost $161.81 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $425 Shares 5,932 Est. Cost $48.97 Unrealized +13.1%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $423 Shares 9,000 Est. Cost $46.63 Unrealized -12.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $419 Shares 7,462 Est. Cost $37.10 Unrealized +31.6%
ICLN ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND 0.0%
Value ($000) $414 Shares 19,578 Est. Cost $23.33 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $412 Shares 1,201 Est. Cost $262.26 Unrealized +25.3%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $410 Shares 5,661 Est. Cost $66.18 Unrealized -2.2%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $402 Shares 4,979 Est. Cost $24.33 Unrealized +20.0%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $402 Shares 7,236 Est. Cost $50.84 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $397 Shares 4,086 Est. Cost $80.27 Unrealized -1.1%
UUP INVESCO DB US DOLLAR INDEX BULLISH FUND 0.0%
Value ($000) $395 Shares 15,425 Est. Cost $25.61 Unrealized
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $393 Shares 49,000 Est. Cost $8.02 Unrealized
ONTF ON24 INC COM 0.0%
Value ($000) $391 Shares 22,556 Est. Cost $27.78 Unrealized -35.8%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $388 Shares 4,939 Est. Cost $62.19 Unrealized -0.1%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $388 Shares 1,647 Est. Cost $208.94 Unrealized -1.2%
VFC V F CORP COM 0.0%
Value ($000) $386 Shares 5,273 Est. Cost $69.99 Unrealized +4.4%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $384 Shares 6,750 Est. Cost $31.83 Unrealized +62.8%
HUN HUNTSMAN CORP COM 0.0%
Value ($000) $384 Shares 11,000 Est. Cost $26.33 Unrealized +24.0%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $375 Shares 1,536 Est. Cost $193.72 Unrealized +8.7%
GLW CORNING INC COM 0.0%
Value ($000) $375 Shares 10,069 Est. Cost $37.79 Unrealized -11.8%
FTA FIRST TRUST LARGE CAP VALUE OPPORTUNITIES ALPHADEX FUND 0.0%
Value ($000) $370 Shares 5,298 Est. Cost $68.13 Unrealized
LOOP LOOP INDS INC COM 0.0%
Value ($000) $368 Shares 30,000 Est. Cost $8.29 Unrealized +62.5%
CDW CDW CORP COM 0.0%
Value ($000) $367 Shares 1,793 Est. Cost $178.95 Unrealized +0.9%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $366 Shares 4,961 Est. Cost $72.88 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $359 Shares 1,190 Est. Cost $278.30 Unrealized 0.0%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $357 Shares 10,246 Est. Cost $33.70 Unrealized
FRME FIRST MERCHANTS CORP COM 0.0%
Value ($000) $355 Shares 8,484 Est. Cost $25.94 Unrealized +38.6%
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $355 Shares 4,797 Est. Cost $70.63 Unrealized +8.1%
SKYY FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING 0.0%
Value ($000) $352 Shares 3,372 Est. Cost $105.70 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $342 Shares 1,425 Est. Cost $301.72 Unrealized -14.8%
XMVTX BLACKROCK MUNIVEST FD II INC COM 0.0%
Value ($000) $338 Shares 21,346 Est. Cost $14.85 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $336 Shares 1,056 Est. Cost $292.73 Unrealized 0.0%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $330 Shares 5,071 Est. Cost $54.45 Unrealized -0.7%
CNOB CONNECTONE BANCORP INC COM 0.0%
Value ($000) $327 Shares 10,000 Est. Cost $12.52 Unrealized +131.8%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $327 Shares 4,262 Est. Cost $52.83 Unrealized +38.0%
EATON VANCE RISK-MANAGED DIVER COM 0.0%
Value ($000) $327 Shares 30,609 Est. Cost $10.36 Unrealized
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $326 Shares 21,700 Est. Cost $13.98 Unrealized
FJUL FT CBOE VEST U.S. EQUITY BUFFER ETF - JULY 0.0%
Value ($000) $326 Shares 8,909 Est. Cost $35.92 Unrealized
COHEN & STEERS QUALITY INCOME COM 0.0%
Value ($000) $326 Shares 17,895 Est. Cost $16.59 Unrealized
FTC FIRST TRUST LARGE CAP GROWTH OPPORTUNITIES ALPHADEX FUND 0.0%
Value ($000) $325 Shares 2,703 Est. Cost $118.97 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $324 Shares 4,533 Est. Cost $67.49 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $323 Shares 6,449 Est. Cost $49.96 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $322 Shares 1,253 Est. Cost $174.21 Unrealized +35.5%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value ($000) $322 Shares 3,806 Est. Cost $68.13 Unrealized
CMDY ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF 0.0%
Value ($000) $322 Shares 6,507 Est. Cost $49.49 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $321 Shares 5,024 Est. Cost $53.81 Unrealized +8.5%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $320 Shares 3,658 Est. Cost $73.44 Unrealized 0.0%
LMBS FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF 0.0%
Value ($000) $320 Shares 6,403 Est. Cost $51.41 Unrealized
NUVEEN NEW YORK AMT QLT MUNICP COM 0.0%
Value ($000) $319 Shares 23,101 Est. Cost $13.65 Unrealized
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $318 Shares 2,223 Est. Cost $123.62 Unrealized +39.0%
AEE AMEREN CORP COM 0.0%
Value ($000) $317 Shares 3,562 Est. Cost $74.83 Unrealized +0.2%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $309 Shares 5,307 Est. Cost $51.23 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $309 Shares 878 Est. Cost $311.25 Unrealized 0.0%
RPM RPM INTL INC COM 0.0%
Value ($000) $308 Shares 3,046 Est. Cost $88.17 Unrealized +3.2%
MET METLIFE INC COM 0.0%
Value ($000) $307 Shares 4,919 Est. Cost $52.79 Unrealized +4.9%
KELLOGG CO COM 0.0%
Value ($000) $306 Shares 4,756 Est. Cost $51.36 Unrealized -0.5%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $305 Shares 3,000 Est. Cost $101.67 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $301 Shares 839 Est. Cost $336.13 Unrealized +2.4%
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.0%
Value ($000) $301 Shares 7,641 Est. Cost $38.55 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $300 Shares 3,226 Est. Cost $73.98 Unrealized +16.9%
SPLUNK INC COM 0.0%
Value ($000) $295 Shares 2,550 Est. Cost $177.45 Unrealized
LAZARD GLOBAL TOTAL RETURN & I COM 0.0%
Value ($000) $292 Shares 14,472 Est. Cost $20.43 Unrealized
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $292 Shares 4,814 Est. Cost $54.50 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $291 Shares 5,705 Est. Cost $51.52 Unrealized
BSJO INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $287 Shares 11,500 Est. Cost $25.15 Unrealized
FEP FIRST TRUST EUROPE ALPHADEX FUND 0.0%
Value ($000) $287 Shares 6,651 Est. Cost $43.92 Unrealized
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 0.0%
Value ($000) $286 Shares 7,764 Est. Cost $38.72 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $283 Shares 5,991 Est. Cost $33.76 Unrealized +29.0%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $282 Shares 2,503 Est. Cost $45.58 Unrealized -1.0%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $281 Shares 353 Est. Cost $790.37 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $281 Shares 3,077 Est. Cost $91.32 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $280 Shares 397 Est. Cost $43.28 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $276 Shares 3,112 Est. Cost $70.34 Unrealized +7.0%
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value ($000) $275 Shares 12,379 Est. Cost $22.22 Unrealized
JPMORGAN U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $274 Shares 5,081 Est. Cost $53.93 Unrealized
ARKF ARK FINTECH INNOVATION ETF 0.0%
Value ($000) $274 Shares 6,712 Est. Cost $46.86 Unrealized
KBWD POWERSHARES KBW HIGH DIVIDEND YIELD FINANCIAL PORTFOLIO 0.0%
Value ($000) $272 Shares 13,400 Est. Cost $13.74 Unrealized
VIS VANGUARD INDUSTRIALS INDEX FUND 0.0%
Value ($000) $270 Shares 1,331 Est. Cost $200.30 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $266 Shares 10,234 Est. Cost $15.63 Unrealized +45.6%
FTV FORTIVE CORP COM 0.0%
Value ($000) $266 Shares 3,483 Est. Cost $54.03 Unrealized +2.7%
ABG ASBURY AUTOMOTIVE GROUP INC COM 0.0%
Value ($000) $265 Shares 1,535 Est. Cost $184.09 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $264 Shares 16,675 Est. Cost $15.89 Unrealized +15.5%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $261 Shares 1,864 Est. Cost $93.07 Unrealized +26.8%
STPZ PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $260 Shares 4,705 Est. Cost $55.35 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $259 Shares 4,571 Est. Cost $39.81 Unrealized +13.1%
RY ROYAL BK CDA COM 0.0%
Value ($000) $259 Shares 2,439 Est. Cost $80.05 Unrealized +29.7%
FAAR FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETF 0.0%
Value ($000) $256 Shares 8,885 Est. Cost $29.66 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $255 Shares 185 Est. Cost $146.12 Unrealized 0.0%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $242 Shares 5,478 Est. Cost $37.61 Unrealized
RYAN RYAN SPECIALTY GROUP HLDGS INC CL A 0.0%
Value ($000) $241 Shares 5,970 Est. Cost $31.53 Unrealized +20.1%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $239 Shares 904 Est. Cost $256.64 Unrealized
CASTLIGHT HEALTH INC CL B 0.0%
Value ($000) $238 Shares 154,646 Est. Cost $1.13 Unrealized
XMYDX BLACKROCK MUNIYIELD FD INC COM 0.0%
Value ($000) $238 Shares 16,223 Est. Cost $14.55 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $238 Shares 7,100 Est. Cost $26.84 Unrealized 0.0%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $237 Shares 1,511 Est. Cost $153.54 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $237 Shares 767 Est. Cost $269.94 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $234 Shares 1,945 Est. Cost $120.31 Unrealized
PEOPLES UNITED FINANCIAL INC COM 0.0%
Value ($000) $233 Shares 13,100 Est. Cost $17.18 Unrealized
SNAP SNAP INC CL A 0.0%
Value ($000) $230 Shares 4,898 Est. Cost $70.98 Unrealized -20.7%
HUM HUMANA INC COM 0.0%
Value ($000) $230 Shares 496 Est. Cost $406.96 Unrealized +4.4%
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $230 Shares 6,000 Est. Cost $34.53 Unrealized +1.5%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $228 Shares 1,671 Est. Cost $109.87 Unrealized 0.0%
VST VISTRA CORP COM 0.0%
Value ($000) $228 Shares 10,000 Est. Cost $16.92 Unrealized +9.4%
EQIX EQUINIX INC COM 0.0%
Value ($000) $227 Shares 268 Est. Cost $738.08 Unrealized 0.0%
EVRG EVERGY INC COM 0.0%
Value ($000) $226 Shares 3,300 Est. Cost $54.87 Unrealized -0.0%
BARINGS GLOBAL SHORT DURATION COM 0.0%
Value ($000) $224 Shares 12,917 Est. Cost $16.03 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $223 Shares 2,515 Est. Cost $73.31 Unrealized 0.0%
INTU INTUIT COM 0.0%
Value ($000) $223 Shares 346 Est. Cost $601.47 Unrealized 0.0%
IHE ISHARES U.S. PHARMACEUTICALS ETF 0.0%
Value ($000) $221 Shares 1,109 Est. Cost $185.75 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $220 Shares 1,343 Est. Cost $110.59 Unrealized +46.3%
BBIN JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $220 Shares 3,697 Est. Cost $60.79 Unrealized
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $219 Shares 1,094 Est. Cost $186.07 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $218 Shares 620 Est. Cost $414.80 Unrealized 0.0%
DOUBLELINE YIELD OPPORTUNITIES COM 0.0%
Value ($000) $217 Shares 11,596 Est. Cost $18.57 Unrealized
EATON VANCE ENHANCED EQUITY IN COM 0.0%
Value ($000) $217 Shares 8,813 Est. Cost $23.15 Unrealized
ADVENT CONV & INCOME FD COM 0.0%
Value ($000) $216 Shares 11,681 Est. Cost $19.26 Unrealized
RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND 0.0%
Value ($000) $216 Shares 4,180 Est. Cost $51.67 Unrealized
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value ($000) $215 Shares 4,481 Est. Cost $47.97 Unrealized
ALEC ALECTOR INC COM 0.0%
Value ($000) $215 Shares 10,400 Est. Cost $22.55 Unrealized 0.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $212 Shares 2,694 Est. Cost $71.26 Unrealized -3.5%
ESGD ISHARES MSCI EAFE ESG SELECT ETF 0.0%
Value ($000) $212 Shares 2,672 Est. Cost $80.81 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $211 Shares 1,210 Est. Cost $145.62 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $211 Shares 1,464 Est. Cost $134.42 Unrealized 0.0%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $210 Shares 2,051 Est. Cost $98.74 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $208 Shares 2,385 Est. Cost $87.96 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $207 Shares 535 Est. Cost $348.21 Unrealized 0.0%
VLY VALLEY NATL BANCORP COM 0.0%
Value ($000) $206 Shares 14,955 Est. Cost $7.43 Unrealized +87.0%
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $205 Shares 2,469 Est. Cost $83.16 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $205 Shares 2,522 Est. Cost $69.63 Unrealized 0.0%
GBDC GOLUB CAP BDC INC COM 0.0%
Value ($000) $205 Shares 13,276 Est. Cost $9.95 Unrealized +0.4%
BLACKROCK MULTI SECTOR INC TR COM 0.0%
Value ($000) $203 Shares 11,188 Est. Cost $18.86 Unrealized
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $203 Shares 4,928 Est. Cost $41.19 Unrealized
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $203 Shares 12,992 Est. Cost $14.89 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $203 Shares 1,297 Est. Cost $141.83 Unrealized +1.5%
FOXA FOX CORP CL A COM 0.0%
Value ($000) $201 Shares 5,434 Est. Cost $34.78 Unrealized +7.4%
UROY URANIUM RTY CORP COM 0.0%
Value ($000) $200 Shares 54,700 Est. Cost $3.07 Unrealized +48.4%
NUVEEN INTER DURATION MUN TERM COM 0.0%
Value ($000) $198 Shares 13,270 Est. Cost $14.25 Unrealized
LAKELAND BANCORP INC COM 0.0%
Value ($000) $191 Shares 10,055 Est. Cost $9.95 Unrealized
PUTNAM MASTER INTER INCOME TR SH BEN INT 0.0%
Value ($000) $184 Shares 46,600 Est. Cost $4.23 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $184 Shares 22,389 Est. Cost $6.34 Unrealized
CLOUGH GLOBAL DIVID & INCOME F COM 0.0%
Value ($000) $171 Shares 15,939 Est. Cost $11.67 Unrealized
OMEX ODYSSEY MARINE EXPL INC COM NEW 0.0%
Value ($000) $168 Shares 32,300 Est. Cost $5.27 Unrealized +15.0%
OPK OPKO HEALTH INC COM 0.0%
Value ($000) $154 Shares 32,077 Est. Cost $3.72 Unrealized +8.7%
NEUBERGER BERMAN MLP & ENERGY COM 0.0%
Value ($000) $131 Shares 25,000 Est. Cost $5.52 Unrealized
MFA FINL INC COM 0.0%
Value ($000) $115 Shares 25,110 Est. Cost $4.54 Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $115 Shares 18,137 Est. Cost $6.18 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $88 Shares 10,950 Est. Cost $9.05 Unrealized
SYNCHRONOSS TECHNOLOGIES INC COM 0.0%
Value ($000) $74 Shares 30,524 Est. Cost $2.42 Unrealized
SOUTHWESTERN ENERGY CO COM 0.0%
Value ($000) $68 Shares 14,681 Est. Cost $2.38 Unrealized
CONTRAFECT CORP COM NEW 0.0%
Value ($000) $58 Shares 22,212 Est. Cost $3.74 Unrealized
APPHARVEST INC COM 0.0%
Value ($000) $49 Shares 12,500 Est. Cost $5.18 Unrealized
APTOSE BIOSCIENCES INC COM NEW 0.0%
Value ($000) $32 Shares 24,000 Est. Cost $6.00 Unrealized
GOLD STD VENTURES CORP COM 0.0%
Value ($000) $31 Shares 70,000 Est. Cost $0.78 Unrealized
ELEVATE CREDIT INC COM 0.0%
Value ($000) $30 Shares 10,000 Est. Cost $2.60 Unrealized
INVESCO MORTGAGE CAPITAL INC COM 0.0%
Value ($000) $28 Shares 10,124 Est. Cost $3.99 Unrealized
SUNDIAL GROWERS INC COM 0.0%
Value ($000) $23 Shares 40,000 Est. Cost $0.68 Unrealized
CELG-R BRISTOL-MYERS SQUIBB CO CONTIN VAL RT 0.0%
Value ($000) $22 Shares 117,775 Est. Cost $0.39 Unrealized
OUTLOOK THERAPEUTICS INC COM NEW 0.0%
Value ($000) $14 Shares 10,000 Est. Cost $1.40 Unrealized
CALITHERA BIOSCIENCES INC COM 0.0%
Value ($000) $10 Shares 14,771 Est. Cost $3.29 Unrealized