TRANSCEND CAPITAL ADVISORS, LLC Diversified Active

CIK: 0001776082 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 20, 2022

Total Value ($000): $1,118,213 (100.0% shares, 0.0% debt)

Holdings (515)

AAPL APPLE INC COM 7.7%
Value ($000) $86,112 Shares 493,168 Est. Cost $102.82 Unrealized +60.3%
OBDC OWL ROCK CAPITAL CORPORATION COM 5.4%
Value ($000) $60,170 Shares 4,071,069 Est. Cost $8.88 Unrealized +5.6%
MSFT MICROSOFT CORP COM 2.9%
Value ($000) $32,648 Shares 105,892 Est. Cost $211.64 Unrealized +37.7%
MRK MERCK & CO INC COM 2.2%
Value ($000) $24,287 Shares 296,005 Est. Cost $66.14 Unrealized +5.6%
OWL BLUE OWL CAPITAL INC COM CL A 2.1%
Value ($000) $23,218 Shares 1,831,058 Est. Cost $11.52 Unrealized +10.0%
AMZN AMAZON COM INC COM 1.6%
Value ($000) $18,306 Shares 5,615 Est. Cost $161.21 Unrealized -4.2%
GOOGL ALPHABET INC CAP STK CL A 1.3%
Value ($000) $14,892 Shares 5,354 Est. Cost $96.98 Unrealized +39.0%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 1.2%
Value ($000) $13,896 Shares 118,540 Est. Cost $337.16 Unrealized -59.7%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 1.2%
Value ($000) $13,830 Shares 123,205 Est. Cost $91.55 Unrealized
JPM JPMORGAN CHASE & CO COM 1.1%
Value ($000) $12,133 Shares 89,000 Est. Cost $140.15 Unrealized -4.6%
IVV ISHARES CORE S&P 500 ETF 1.1%
Value ($000) $11,830 Shares 26,074 Est. Cost $381.00 Unrealized
SPY SPDR S&P 500 ETF 1.1%
Value ($000) $11,804 Shares 26,136 Est. Cost $455.81 Unrealized
QQQ INVESCO QQQ TRUST 1.1%
Value ($000) $11,798 Shares 32,541 Est. Cost $243.49 Unrealized
SPGI S&P GLOBAL INC COM 1.1%
Value ($000) $11,777 Shares 28,712 Est. Cost $417.17 Unrealized -5.5%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 1.0%
Value ($000) $11,635 Shares 73,211 Est. Cost $159.38 Unrealized
BX BLACKSTONE INC COM 1.0%
Value ($000) $10,704 Shares 84,326 Est. Cost $57.26 Unrealized +87.2%
DOCU DOCUSIGN INC COM 0.9%
Value ($000) $10,079 Shares 94,092 Est. Cost $207.56 Unrealized -44.7%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.9%
Value ($000) $9,678 Shares 95,489 Est. Cost $104.32 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.8%
Value ($000) $9,466 Shares 129,622 Est. Cost $45.31 Unrealized +25.4%
JNJ JOHNSON & JOHNSON COM 0.8%
Value ($000) $9,046 Shares 51,041 Est. Cost $125.28 Unrealized +21.2%
IEFA ISHARES CORE MSCI EAFE ETF 0.8%
Value ($000) $8,880 Shares 127,754 Est. Cost $70.14 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.8%
Value ($000) $8,796 Shares 64,206 Est. Cost $133.29 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.8%
Value ($000) $8,580 Shares 63,733 Est. Cost $118.61 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.7%
Value ($000) $8,353 Shares 64,245 Est. Cost $110.39 Unrealized +1.5%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.7%
Value ($000) $8,141 Shares 50,205 Est. Cost $152.82 Unrealized
META META PLATFORMS INC CL A 0.7%
Value ($000) $8,069 Shares 36,287 Est. Cost $251.17 Unrealized -1.2%
HD HOME DEPOT INC COM 0.7%
Value ($000) $7,995 Shares 26,710 Est. Cost $223.32 Unrealized +40.6%
GOOG ALPHABET INC CAP STK CL C 0.7%
Value ($000) $7,994 Shares 2,862 Est. Cost $103.41 Unrealized +30.5%
AMLP ALERIAN MLP ETF 0.7%
Value ($000) $7,959 Shares 207,796 Est. Cost $30.21 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.7%
Value ($000) $7,584 Shares 51,316 Est. Cost $126.81 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.7%
Value ($000) $7,515 Shares 21,295 Est. Cost $216.76 Unrealized +49.2%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.6%
Value ($000) $7,121 Shares 123,643 Est. Cost $54.81 Unrealized
XOM EXXON MOBIL CORP COM 0.6%
Value ($000) $6,894 Shares 83,477 Est. Cost $50.63 Unrealized +34.1%
V VISA INC COM CL A 0.6%
Value ($000) $6,547 Shares 29,520 Est. Cost $222.52 Unrealized -5.6%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.6%
Value ($000) $6,256 Shares 163,254 Est. Cost $40.60 Unrealized
NVDA NVIDIA CORPORATION COM 0.6%
Value ($000) $6,253 Shares 22,915 Est. Cost $21.57 Unrealized +16.0%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.5%
Value ($000) $5,976 Shares 90,260 Est. Cost $68.38 Unrealized
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $5,941 Shares 38,883 Est. Cost $112.18 Unrealized +26.7%
MDT MEDTRONIC PLC SHS 0.5%
Value ($000) $5,668 Shares 51,088 Est. Cost $111.09 Unrealized -15.7%
INTC INTEL CORP COM 0.5%
Value ($000) $5,630 Shares 113,606 Est. Cost $47.59 Unrealized -3.0%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.5%
Value ($000) $5,567 Shares 58,653 Est. Cost $93.87 Unrealized
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.5%
Value ($000) $5,491 Shares 109,213 Est. Cost $50.28 Unrealized
TXN TEXAS INSTRS INC COM 0.5%
Value ($000) $5,330 Shares 29,052 Est. Cost $128.13 Unrealized +22.8%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.5%
Value ($000) $5,327 Shares 144,490 Est. Cost $35.95 Unrealized
VV VANGUARD LARGE-CAP INDEX FUND 0.5%
Value ($000) $5,320 Shares 25,515 Est. Cost $202.88 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $4,973 Shares 65,052 Est. Cost $61.30 Unrealized
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $4,830 Shares 29,662 Est. Cost $79.98 Unrealized +53.5%
AVGO BROADCOM INC COM 0.4%
Value ($000) $4,793 Shares 7,613 Est. Cost $35.56 Unrealized +54.9%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.4%
Value ($000) $4,780 Shares 55,556 Est. Cost $93.68 Unrealized
CSCO CISCO SYS INC COM 0.4%
Value ($000) $4,744 Shares 85,082 Est. Cost $39.46 Unrealized +27.4%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.4%
Value ($000) $4,589 Shares 66,719 Est. Cost $79.91 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.4%
Value ($000) $4,553 Shares 20,010 Est. Cost $147.81 Unrealized +33.2%
UNP UNION PAC CORP COM 0.4%
Value ($000) $4,508 Shares 16,499 Est. Cost $201.23 Unrealized +14.6%
BAC BK OF AMERICA CORP COM 0.4%
Value ($000) $4,487 Shares 108,862 Est. Cost $26.95 Unrealized +51.5%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $4,450 Shares 24,055 Est. Cost $197.56 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value ($000) $4,399 Shares 86,362 Est. Cost $42.28 Unrealized -1.9%
COF CAPITAL ONE FINL CORP COM 0.4%
Value ($000) $4,323 Shares 32,925 Est. Cost $87.35 Unrealized +55.6%
BLACKROCK INC COM 0.4%
Value ($000) $4,320 Shares 5,653 Est. Cost $639.15 Unrealized
MS MORGAN STANLEY COM NEW 0.4%
Value ($000) $4,212 Shares 48,197 Est. Cost $54.08 Unrealized +56.5%
PEP PEPSICO INC COM 0.4%
Value ($000) $4,202 Shares 25,104 Est. Cost $120.65 Unrealized +23.0%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $4,197 Shares 16,972 Est. Cost $193.56 Unrealized +17.7%
DIS DISNEY WALT CO COM 0.4%
Value ($000) $4,152 Shares 30,269 Est. Cost $135.48 Unrealized +4.3%
VUG VANGUARD GROWTH INDEX FUND 0.4%
Value ($000) $3,974 Shares 13,817 Est. Cost $247.62 Unrealized
TSLA TESLA INC COM 0.4%
Value ($000) $3,971 Shares 3,685 Est. Cost $242.12 Unrealized +28.6%
HON HONEYWELL INTL INC COM 0.4%
Value ($000) $3,966 Shares 20,381 Est. Cost $156.74 Unrealized +8.7%
PFE PFIZER INC COM 0.4%
Value ($000) $3,948 Shares 76,252 Est. Cost $28.65 Unrealized +48.3%
LLY LILLY ELI & CO COM 0.3%
Value ($000) $3,893 Shares 13,595 Est. Cost $171.03 Unrealized +45.3%
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $3,885 Shares 6,578 Est. Cost $427.28 Unrealized +33.0%
VPL VANGUARD FTSE PACIFIC ETF 0.3%
Value ($000) $3,857 Shares 52,092 Est. Cost $75.47 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.3%
Value ($000) $3,813 Shares 16,748 Est. Cost $195.74 Unrealized
ABBV ABBVIE INC COM 0.3%
Value ($000) $3,783 Shares 23,336 Est. Cost $75.58 Unrealized +67.3%
WFC WELLS FARGO CO NEW COM 0.3%
Value ($000) $3,770 Shares 77,797 Est. Cost $27.47 Unrealized +76.5%
ILMN ILLUMINA INC COM 0.3%
Value ($000) $3,765 Shares 10,776 Est. Cost $303.09 Unrealized +11.4%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.3%
Value ($000) $3,749 Shares 10,808 Est. Cost $357.44 Unrealized
GABELLI DIVID & INCOME TR COM 0.3%
Value ($000) $3,729 Shares 151,357 Est. Cost $22.57 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.3%
Value ($000) $3,702 Shares 7 Est. Cost $422631.30 Unrealized +14.9%
AMT AMERICAN TOWER CORP NEW COM 0.3%
Value ($000) $3,676 Shares 14,634 Est. Cost $190.67 Unrealized +12.7%
LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 0.3%
Value ($000) $3,625 Shares 38,760 Est. Cost $95.69 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.3%
Value ($000) $3,587 Shares 37,259 Est. Cost $94.25 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.3%
Value ($000) $3,505 Shares 35,270 Est. Cost $68.10 Unrealized +39.7%
MAINSTAY MACKAY DEFINEDTERM MU COM 0.3%
Value ($000) $3,475 Shares 185,339 Est. Cost $21.04 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.3%
Value ($000) $3,475 Shares 28,737 Est. Cost $123.07 Unrealized
GLD SPDR GOLD SHARES 0.3%
Value ($000) $3,428 Shares 18,975 Est. Cost $169.88 Unrealized
HYEM VANECK EMERGING MARKETS HIGH YIELD BOND ETF 0.3%
Value ($000) $3,348 Shares 166,060 Est. Cost $22.85 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.3%
Value ($000) $3,334 Shares 31,021 Est. Cost $119.48 Unrealized
UPWK UPWORK INC COM 0.3%
Value ($000) $3,322 Shares 142,954 Est. Cost $48.74 Unrealized -48.7%
GS GOLDMAN SACHS GROUP INC COM 0.3%
Value ($000) $3,315 Shares 10,041 Est. Cost $349.48 Unrealized -8.5%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $3,266 Shares 38,550 Est. Cost $71.85 Unrealized +0.3%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $3,184 Shares 6,244 Est. Cost $396.61 Unrealized +13.7%
GM GENERAL MTRS CO COM 0.3%
Value ($000) $3,174 Shares 72,573 Est. Cost $37.80 Unrealized +27.5%
ORCL ORACLE CORP COM 0.3%
Value ($000) $3,099 Shares 37,465 Est. Cost $83.42 Unrealized -7.7%
IGM ISHARES EXPANDED TECH SECTOR ETF 0.3%
Value ($000) $3,092 Shares 7,956 Est. Cost $388.64 Unrealized
CRM SALESFORCE INC COM 0.3%
Value ($000) $3,054 Shares 14,382 Est. Cost $251.96 Unrealized -15.6%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.3%
Value ($000) $3,020 Shares 60,845 Est. Cost $52.21 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.3%
Value ($000) $2,973 Shares 27,114 Est. Cost $115.31 Unrealized
IEUR ISHARES CORE MSCI EUROPE ETF 0.3%
Value ($000) $2,952 Shares 55,282 Est. Cost $57.27 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.3%
Value ($000) $2,921 Shares 52,588 Est. Cost $58.01 Unrealized
ARCC ARES CAPITAL CORP COM 0.3%
Value ($000) $2,909 Shares 138,836 Est. Cost $9.36 Unrealized +56.3%
RITM NEW RESIDENTIAL INVT CORP COM NEW 0.3%
Value ($000) $2,876 Shares 261,891 Est. Cost $11.53 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.3%
Value ($000) $2,875 Shares 6,903 Est. Cost $429.05 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.3%
Value ($000) $2,846 Shares 94,472 Est. Cost $31.12 Unrealized
JAAA JANUS HENDERSON AAA CLO ETF 0.3%
Value ($000) $2,833 Shares 56,438 Est. Cost $50.20 Unrealized
FITB FIFTH THIRD BANCORP COM 0.3%
Value ($000) $2,820 Shares 65,521 Est. Cost $24.74 Unrealized +61.2%
GOVT ISHARES U.S. TREASURY BOND ETF 0.2%
Value ($000) $2,786 Shares 111,841 Est. Cost $26.96 Unrealized
DHR DANAHER CORPORATION COM 0.2%
Value ($000) $2,779 Shares 9,475 Est. Cost $181.36 Unrealized +35.5%
KO COCA COLA CO COM 0.2%
Value ($000) $2,760 Shares 44,513 Est. Cost $49.12 Unrealized +10.1%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.2%
Value ($000) $2,713 Shares 16,739 Est. Cost $110.97 Unrealized +55.9%
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.2%
Value ($000) $2,701 Shares 94,731 Est. Cost $38.53 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.2%
Value ($000) $2,696 Shares 24,776 Est. Cost $158.58 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.2%
Value ($000) $2,661 Shares 7,570 Est. Cost $325.42 Unrealized
WMT WALMART INC COM 0.2%
Value ($000) $2,655 Shares 17,829 Est. Cost $43.84 Unrealized +1.7%
AMGN AMGEN INC COM 0.2%
Value ($000) $2,635 Shares 10,895 Est. Cost $203.74 Unrealized -0.2%
BLACKROCK CAP INVT CORP COM 0.2%
Value ($000) $2,631 Shares 624,831 Est. Cost $4.07 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.2%
Value ($000) $2,607 Shares 73,059 Est. Cost $43.69 Unrealized -17.7%
CANO HEALTH INC COM CL A 0.2%
Value ($000) $2,544 Shares 400,610 Est. Cost $6.35 Unrealized
T AT&T INC COM 0.2%
Value ($000) $2,517 Shares 106,536 Est. Cost $16.53 Unrealized -9.8%
KMI KINDER MORGAN INC DEL COM 0.2%
Value ($000) $2,461 Shares 130,140 Est. Cost $13.30 Unrealized +6.7%
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $2,459 Shares 11,468 Est. Cost $139.92 Unrealized +26.6%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $2,456 Shares 21,238 Est. Cost $270.24 Unrealized -50.9%
VO VANGUARD MID-CAP INDEX FUND 0.2%
Value ($000) $2,381 Shares 10,010 Est. Cost $220.14 Unrealized
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $2,356 Shares 50,310 Est. Cost $42.60 Unrealized +0.6%
MRSH MARSH & MCLENNAN COS INC COM 0.2%
Value ($000) $2,323 Shares 13,632 Est. Cost $114.69 Unrealized +29.6%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.2%
Value ($000) $2,310 Shares 43,471 Est. Cost $53.45 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.2%
Value ($000) $2,236 Shares 32,455 Est. Cost $72.32 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.2%
Value ($000) $2,236 Shares 44,494 Est. Cost $51.29 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.2%
Value ($000) $2,194 Shares 16,603 Est. Cost $88.27 Unrealized +38.9%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $2,134 Shares 13,967 Est. Cost $113.58 Unrealized +35.2%
WPM WHEATON PRECIOUS METALS CORP COM 0.2%
Value ($000) $2,133 Shares 44,838 Est. Cost $41.20 Unrealized +1.1%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.2%
Value ($000) $2,128 Shares 15,809 Est. Cost $153.30 Unrealized
BLUE OWL CAPITAL INC WT EXP 051926 0.2%
Value ($000) $2,091 Shares 593,945 Est. Cost $3.69 Unrealized
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.2%
Value ($000) $2,038 Shares 21,186 Est. Cost $98.99 Unrealized
VFH VANGUARD FINANCIALS INDEX FUND 0.2%
Value ($000) $2,022 Shares 21,656 Est. Cost $100.35 Unrealized
IOT SAMSARA INC COM CL A 0.2%
Value ($000) $2,021 Shares 126,146 Est. Cost $21.06 Unrealized -9.5%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.2%
Value ($000) $2,002 Shares 20,203 Est. Cost $69.91 Unrealized +24.1%
MMM 3M CO COM 0.2%
Value ($000) $1,997 Shares 13,415 Est. Cost $127.86 Unrealized -10.4%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.2%
Value ($000) $1,967 Shares 25,191 Est. Cost $81.95 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $1,923 Shares 15,007 Est. Cost $116.97 Unrealized
TFC TRUIST FINL CORP COM 0.2%
Value ($000) $1,906 Shares 33,607 Est. Cost $45.99 Unrealized +10.1%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.2%
Value ($000) $1,874 Shares 42,633 Est. Cost $43.99 Unrealized
C CITIGROUP INC COM NEW 0.2%
Value ($000) $1,844 Shares 34,526 Est. Cost $43.01 Unrealized +24.4%
VB VANGUARD SMALL-CAP INDEX FUND 0.2%
Value ($000) $1,835 Shares 8,634 Est. Cost $191.51 Unrealized
MCO MOODYS CORP COM 0.2%
Value ($000) $1,829 Shares 5,422 Est. Cost $320.24 Unrealized +1.6%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $1,821 Shares 14,211 Est. Cost $126.94 Unrealized
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.2%
Value ($000) $1,816 Shares 35,794 Est. Cost $55.50 Unrealized
FSK FS KKR CAP CORP COM 0.2%
Value ($000) $1,816 Shares 79,589 Est. Cost $7.67 Unrealized +62.1%
TGT TARGET CORP COM 0.2%
Value ($000) $1,800 Shares 8,480 Est. Cost $151.58 Unrealized +26.2%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $1,791 Shares 6,453 Est. Cost $246.26 Unrealized
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $1,769 Shares 17,475 Est. Cost $57.58 Unrealized +59.8%
IJR ISHARES S&P SMALL-CAP FUND 0.2%
Value ($000) $1,765 Shares 16,362 Est. Cost $93.49 Unrealized
ESGE ISHARES MSCI EM ESG SELECT ETF 0.2%
Value ($000) $1,737 Shares 47,299 Est. Cost $53.02 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.2%
Value ($000) $1,736 Shares 8,545 Est. Cost $146.92 Unrealized
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.2%
Value ($000) $1,714 Shares 18,301 Est. Cost $93.66 Unrealized
IXG ISHARES GLOBAL FINANCIALS ETF 0.2%
Value ($000) $1,686 Shares 21,225 Est. Cost $77.61 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.2%
Value ($000) $1,682 Shares 3,692 Est. Cost $516.41 Unrealized -6.8%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $1,667 Shares 56,691 Est. Cost $28.96 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.1%
Value ($000) $1,650 Shares 15,776 Est. Cost $79.14 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $1,646 Shares 8,142 Est. Cost $179.27 Unrealized +19.0%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $1,643 Shares 18,056 Est. Cost $76.57 Unrealized +12.2%
CCI CROWN CASTLE INTL CORP NEW COM 0.1%
Value ($000) $1,642 Shares 8,894 Est. Cost $130.99 Unrealized +11.3%
ALLEGHANY CORP MD COM 0.1%
Value ($000) $1,630 Shares 1,924 Est. Cost $520.27 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,629 Shares 15,823 Est. Cost $104.40 Unrealized
QUAD QUAD / GRAPHICS INC COM CL A 0.1%
Value ($000) $1,613 Shares 232,400 Est. Cost $3.86 Unrealized +35.7%
ITT ITT INC COM 0.1%
Value ($000) $1,609 Shares 21,400 Est. Cost $97.81 Unrealized -9.8%
CWI SPDR MSCI ACWI EX-US ETF 0.1%
Value ($000) $1,604 Shares 58,300 Est. Cost $30.01 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $1,585 Shares 30,329 Est. Cost $29.74 Unrealized +24.9%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $1,544 Shares 20,359 Est. Cost $67.39 Unrealized +7.3%
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $1,541 Shares 25,923 Est. Cost $55.18 Unrealized -0.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $1,519 Shares 4,505 Est. Cost $312.84 Unrealized +1.8%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.1%
Value ($000) $1,505 Shares 25,868 Est. Cost $59.35 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $1,485 Shares 4,157 Est. Cost $353.25 Unrealized -0.5%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $1,481 Shares 9,760 Est. Cost $149.19 Unrealized -1.2%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $1,476 Shares 2,564 Est. Cost $374.40 Unrealized +33.8%
IYG ISHARES U.S. FINANCIAL SERVICES ETF 0.1%
Value ($000) $1,464 Shares 8,118 Est. Cost $185.56 Unrealized
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.1%
Value ($000) $1,445 Shares 23,263 Est. Cost $64.59 Unrealized
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $1,409 Shares 5,638 Est. Cost $249.01 Unrealized -6.9%
BAR GRANITESHARES GOLD SHARES 0.1%
Value ($000) $1,404 Shares 73,146 Est. Cost $18.74 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $1,393 Shares 13,962 Est. Cost $72.79 Unrealized +8.8%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $1,391 Shares 13,911 Est. Cost $49.85 Unrealized +59.8%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $1,358 Shares 17,508 Est. Cost $67.08 Unrealized
IBB ISHARES BIOTECHNOLOGY FUND 0.1%
Value ($000) $1,358 Shares 10,425 Est. Cost $143.37 Unrealized
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $1,356 Shares 15,083 Est. Cost $115.88 Unrealized
FOLD AMICUS THERAPEUTICS INC COM 0.1%
Value ($000) $1,356 Shares 143,221 Est. Cost $19.13 Unrealized -51.0%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $1,351 Shares 11,397 Est. Cost $86.79 Unrealized +31.8%
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $1,343 Shares 35,014 Est. Cost $33.22 Unrealized
PIMCO ENERGY & TACTICAL CR OPP COM SHS BEN INT 0.1%
Value ($000) $1,333 Shares 89,908 Est. Cost $13.38 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $1,327 Shares 3,197 Est. Cost $409.30 Unrealized
IYT ISHARES U.S. TRANSPORTATION ETF 0.1%
Value ($000) $1,325 Shares 4,907 Est. Cost $225.46 Unrealized
EXC EXELON CORP COM 0.1%
Value ($000) $1,325 Shares 27,821 Est. Cost $26.10 Unrealized +41.1%
VGK VANGUARD FTSE EUROPE ETF 0.1%
Value ($000) $1,313 Shares 21,086 Est. Cost $61.03 Unrealized
BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF 0.1%
Value ($000) $1,303 Shares 15,923 Est. Cost $82.69 Unrealized
CSX CSX CORP COM 0.1%
Value ($000) $1,285 Shares 34,317 Est. Cost $29.64 Unrealized +13.0%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $1,263 Shares 18,036 Est. Cost $51.56 Unrealized +12.5%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.1%
Value ($000) $1,245 Shares 13,849 Est. Cost $75.56 Unrealized +18.8%
JVAL JPMORGAN U.S. VALUE FACTOR ETF 0.1%
Value ($000) $1,221 Shares 33,029 Est. Cost $37.17 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC COM 0.1%
Value ($000) $1,212 Shares 12,932 Est. Cost $87.76 Unrealized +15.3%
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $1,203 Shares 13,707 Est. Cost $85.18 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value ($000) $1,182 Shares 21,956 Est. Cost $53.83 Unrealized
CI CIGNA CORP NEW COM 0.1%
Value ($000) $1,169 Shares 4,879 Est. Cost $174.23 Unrealized +25.3%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $1,153 Shares 19,031 Est. Cost $57.04 Unrealized +10.9%
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $1,152 Shares 9,144 Est. Cost $111.41 Unrealized +4.2%
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $1,139 Shares 9,146 Est. Cost $128.28 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $1,128 Shares 17,973 Est. Cost $49.31 Unrealized +18.9%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,120 Shares 15,048 Est. Cost $72.34 Unrealized
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $1,117 Shares 4,633 Est. Cost $144.40 Unrealized +41.8%
BLACKROCK CR ALLOCATION INCOME COM 0.1%
Value ($000) $1,113 Shares 88,577 Est. Cost $14.71 Unrealized
CB CHUBB LIMITED COM 0.1%
Value ($000) $1,110 Shares 5,188 Est. Cost $171.45 Unrealized +12.5%
GWW GRAINGER W W INC COM 0.1%
Value ($000) $1,109 Shares 2,151 Est. Cost $421.69 Unrealized +12.3%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $1,090 Shares 27,677 Est. Cost $22.19 Unrealized +39.9%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $1,089 Shares 9,105 Est. Cost $119.60 Unrealized
REALOGY HLDGS CORP COM 0.1%
Value ($000) $1,064 Shares 67,840 Est. Cost $19.68 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,032 Shares 13,602 Est. Cost $72.63 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $1,029 Shares 4,469 Est. Cost $169.53 Unrealized +27.4%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $1,015 Shares 9,479 Est. Cost $112.27 Unrealized
PGX INVESCO PREFERRED ETF 0.1%
Value ($000) $1,008 Shares 74,290 Est. Cost $15.15 Unrealized
BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT 0.1%
Value ($000) $1,002 Shares 34,130 Est. Cost $41.73 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $998 Shares 13,702 Est. Cost $72.85 Unrealized
CLEARBRIDGE MLP AND MIDSTRM FD COM 0.1%
Value ($000) $990 Shares 29,348 Est. Cost $23.45 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $980 Shares 8,278 Est. Cost $106.54 Unrealized +8.3%
IXN ISHARES GLOBAL TECH ETF 0.1%
Value ($000) $970 Shares 16,720 Est. Cost $86.78 Unrealized
DOUBLELINE INCOME SOLUTIONS FD COM 0.1%
Value ($000) $967 Shares 66,613 Est. Cost $17.54 Unrealized
MCHI ISHARES MSCI CHINA ETF 0.1%
Value ($000) $965 Shares 18,242 Est. Cost $69.36 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $965 Shares 10,546 Est. Cost $62.15 Unrealized -5.8%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $962 Shares 6,946 Est. Cost $91.62 Unrealized +24.7%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $941 Shares 8,427 Est. Cost $75.67 Unrealized +17.9%
BLACKROCK MUNIYLD MICH QLTY FD COM 0.1%
Value ($000) $923 Shares 72,022 Est. Cost $14.71 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $919 Shares 12,483 Est. Cost $70.75 Unrealized
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 0.1%
Value ($000) $913 Shares 42,936 Est. Cost $21.39 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $913 Shares 4,947 Est. Cost $98.29 Unrealized +77.1%
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.1%
Value ($000) $909 Shares 18,328 Est. Cost $53.96 Unrealized
F FORD MTR CO DEL COM 0.1%
Value ($000) $894 Shares 52,854 Est. Cost $11.04 Unrealized +31.8%
FXI ISHARES CHINA LARGE-CAP ETF 0.1%
Value ($000) $893 Shares 27,927 Est. Cost $40.29 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.1%
Value ($000) $892 Shares 10,763 Est. Cost $82.88 Unrealized
CME CME GROUP INC COM 0.1%
Value ($000) $881 Shares 3,705 Est. Cost $136.55 Unrealized +47.0%
WDAY WORKDAY INC CL A 0.1%
Value ($000) $876 Shares 3,657 Est. Cost $247.61 Unrealized -3.8%
AEIS ADVANCED ENERGY INDS COM 0.1%
Value ($000) $872 Shares 10,134 Est. Cost $84.59 Unrealized +0.9%
MBB ISHARES MBS ETF 0.1%
Value ($000) $864 Shares 8,481 Est. Cost $110.30 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $859 Shares 3,783 Est. Cost $171.08 Unrealized +8.9%
IAT ISHARES U.S. REGIONAL BANKS ETF 0.1%
Value ($000) $854 Shares 14,500 Est. Cost $50.97 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.1%
Value ($000) $854 Shares 23,439 Est. Cost $36.45 Unrealized
BBDC BARINGS BDC INC COM 0.1%
Value ($000) $851 Shares 82,293 Est. Cost $5.38 Unrealized +29.1%
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.1%
Value ($000) $847 Shares 6,295 Est. Cost $115.53 Unrealized
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.1%
Value ($000) $839 Shares 30,208 Est. Cost $30.09 Unrealized
XYZ BLOCK INC CL A 0.1%
Value ($000) $838 Shares 6,182 Est. Cost $153.20 Unrealized -21.0%
BA BOEING CO COM 0.1%
Value ($000) $836 Shares 4,367 Est. Cost $198.02 Unrealized +1.4%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $796 Shares 8,469 Est. Cost $64.63 Unrealized +28.1%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $796 Shares 1,278 Est. Cost $61.03 Unrealized +46.7%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.1%
Value ($000) $794 Shares 9,058 Est. Cost $76.99 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.1%
Value ($000) $788 Shares 12,926 Est. Cost $103.11 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.1%
Value ($000) $781 Shares 15,452 Est. Cost $50.54 Unrealized
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 0.1%
Value ($000) $777 Shares 32,899 Est. Cost $25.34 Unrealized
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $773 Shares 2,892 Est. Cost $199.77 Unrealized +24.3%
BLACKROCK CAP ALLOCATION TR COM 0.1%
Value ($000) $764 Shares 46,150 Est. Cost $18.69 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $762 Shares 1,727 Est. Cost $318.70 Unrealized +14.6%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.1%
Value ($000) $760 Shares 8,627 Est. Cost $86.38 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $758 Shares 3,402 Est. Cost $159.36 Unrealized +22.7%
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 0.1%
Value ($000) $756 Shares 14,392 Est. Cost $54.68 Unrealized
SRE SEMPRA COM 0.1%
Value ($000) $755 Shares 4,491 Est. Cost $54.74 Unrealized +15.9%
COIN COINBASE GLOBAL INC COM CL A 0.1%
Value ($000) $751 Shares 3,954 Est. Cost $290.76 Unrealized -32.8%
IVLU ISHARES MSCI INTL VALUE FACTOR ETF 0.1%
Value ($000) $751 Shares 29,508 Est. Cost $25.45 Unrealized
IGBH ISHARES INTEREST RATE HEDGED LONG-TERM CORPORATE BOND ETF 0.1%
Value ($000) $750 Shares 31,121 Est. Cost $24.99 Unrealized
WESTERN ASST INFLTN LKD INM FD COM SH BEN INT 0.1%
Value ($000) $742 Shares 63,445 Est. Cost $13.82 Unrealized
COMT ISHARES COMMODITIES SELECT STRATEGY ETF 0.1%
Value ($000) $738 Shares 18,437 Est. Cost $36.24 Unrealized
VANECK RUSSIA ETF 0.1%
Value ($000) $738 Shares 130,665 Est. Cost $5.65 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.1%
Value ($000) $732 Shares 50,068 Est. Cost $7.65 Unrealized +71.0%
MXI ISHARES GLOBAL MATERIALS ETF 0.1%
Value ($000) $732 Shares 7,789 Est. Cost $82.69 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $728 Shares 5,407 Est. Cost $133.77 Unrealized -1.4%
PPG PPG INDS INC COM 0.1%
Value ($000) $710 Shares 5,417 Est. Cost $148.37 Unrealized -9.8%
ABR ARBOR REALTY TRUST INC COM 0.1%
Value ($000) $703 Shares 41,191 Est. Cost $9.25 Unrealized
IYE ISHARES U.S. ENERGY ETF 0.1%
Value ($000) $701 Shares 17,130 Est. Cost $27.91 Unrealized
EUSB ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF 0.1%
Value ($000) $686 Shares 14,756 Est. Cost $48.59 Unrealized
DDOG DATADOG INC CL A COM 0.1%
Value ($000) $684 Shares 4,519 Est. Cost $146.28 Unrealized 0.0%
JHML JOHN HANCOCK MULTIFACTOR LARGE CAP ETF 0.1%
Value ($000) $682 Shares 12,030 Est. Cost $57.77 Unrealized
LINDE PLC SHS 0.1%
Value ($000) $675 Shares 2,112 Est. Cost $327.21 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value ($000) $669 Shares 4,040 Est. Cost $159.62 Unrealized -8.5%
BCE BCE INC COM NEW 0.1%
Value ($000) $666 Shares 12,000 Est. Cost $31.73 Unrealized +26.0%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $663 Shares 6,271 Est. Cost $105.72 Unrealized
ABNB AIRBNB INC COM CL A 0.1%
Value ($000) $662 Shares 3,853 Est. Cost $157.24 Unrealized +1.3%
SNOW SNOWFLAKE INC CL A 0.1%
Value ($000) $660 Shares 2,881 Est. Cost $236.94 Unrealized +9.1%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $656 Shares 7,590 Est. Cost $67.87 Unrealized +7.3%
ELV ANTHEM INC COM 0.1%
Value ($000) $656 Shares 1,335 Est. Cost $294.12 Unrealized +47.1%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $655 Shares 25,384 Est. Cost $24.26 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $655 Shares 9,037 Est. Cost $46.08 Unrealized +27.4%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $636 Shares 6,717 Est. Cost $65.40 Unrealized +15.6%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.1%
Value ($000) $629 Shares 6,284 Est. Cost $100.85 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.1%
Value ($000) $627 Shares 5,997 Est. Cost $107.35 Unrealized
CBRE GBL REAL ESTATE INC FD COM 0.1%
Value ($000) $616 Shares 68,106 Est. Cost $6.94 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 0.1%
Value ($000) $614 Shares 3,270 Est. Cost $230.77 Unrealized
AMN AMN HEALTHCARE SVCS INC COM 0.1%
Value ($000) $614 Shares 5,887 Est. Cost $106.00 Unrealized -2.1%
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $611 Shares 2,183 Est. Cost $301.30 Unrealized -11.0%
UUP INVESCO DB US DOLLAR INDEX BULLISH FUND 0.1%
Value ($000) $601 Shares 22,850 Est. Cost $25.83 Unrealized
EFZ PROSHARES SHORT MSCI EAFE 0.1%
Value ($000) $598 Shares 31,918 Est. Cost $18.74 Unrealized
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 0.1%
Value ($000) $594 Shares 12,487 Est. Cost $49.50 Unrealized
BAX BAXTER INTL INC COM 0.1%
Value ($000) $592 Shares 7,632 Est. Cost $74.08 Unrealized +3.1%
FIS FIDELITY NATL INFORMATION SVCS COM 0.1%
Value ($000) $589 Shares 5,864 Est. Cost $113.28 Unrealized -16.3%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.1%
Value ($000) $587 Shares 27,841 Est. Cost $22.15 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $578 Shares 2,814 Est. Cost $158.41 Unrealized
JCPB JPMORGAN CORE PLUS BOND ETF 0.1%
Value ($000) $572 Shares 11,209 Est. Cost $51.03 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.1%
Value ($000) $572 Shares 7,324 Est. Cost $79.81 Unrealized
FISV FISERV INC COM 0.1%
Value ($000) $568 Shares 5,601 Est. Cost $109.33 Unrealized -7.4%
PMT PENNYMAC MTG INVT TR COM 0.1%
Value ($000) $568 Shares 33,635 Est. Cost $17.26 Unrealized
HCA HCA HEALTHCARE INC COM 0.1%
Value ($000) $565 Shares 2,255 Est. Cost $204.63 Unrealized +18.6%
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $560 Shares 1,865 Est. Cost $280.94 Unrealized +1.7%
FDX FEDEX CORP COM 0.0%
Value ($000) $555 Shares 2,400 Est. Cost $199.92 Unrealized +8.1%
ACM AECOM COM 0.0%
Value ($000) $555 Shares 7,230 Est. Cost $61.49 Unrealized +15.1%
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.0%
Value ($000) $554 Shares 6,758 Est. Cost $81.98 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $554 Shares 3,355 Est. Cost $161.49 Unrealized -6.3%
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $545 Shares 22,359 Est. Cost $25.77 Unrealized
BBY BEST BUY INC COM 0.0%
Value ($000) $544 Shares 5,987 Est. Cost $93.63 Unrealized -12.2%
NFLX NETFLIX INC COM 0.0%
Value ($000) $535 Shares 1,428 Est. Cost $55.83 Unrealized -25.4%
VIRTUS DIVIDEND INTEREST & PR COM 0.0%
Value ($000) $530 Shares 36,832 Est. Cost $15.62 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $528 Shares 1,446 Est. Cost $400.54 Unrealized -18.7%
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $527 Shares 6,624 Est. Cost $87.95 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $520 Shares 9,243 Est. Cost $47.25 Unrealized 0.0%
DE DEERE & CO COM 0.0%
Value ($000) $516 Shares 1,243 Est. Cost $265.66 Unrealized +36.6%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $508 Shares 2,045 Est. Cost $203.52 Unrealized +5.5%
CNYA ISHARES MSCI CHINA A ETF 0.0%
Value ($000) $500 Shares 13,553 Est. Cost $36.89 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $498 Shares 14,902 Est. Cost $18.74 Unrealized +36.3%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $496 Shares 6,493 Est. Cost $66.70 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $494 Shares 1,731 Est. Cost $201.65 Unrealized +25.4%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $494 Shares 5,858 Est. Cost $43.82 Unrealized +90.3%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $483 Shares 9,088 Est. Cost $39.02 Unrealized +22.6%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $471 Shares 10,335 Est. Cost $57.13 Unrealized
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $467 Shares 14,681 Est. Cost $32.22 Unrealized
BIZD VANECK BDC INCOME ETF 0.0%
Value ($000) $466 Shares 25,992 Est. Cost $17.55 Unrealized
WESTERN AST INFL LKD OPP & INM COM 0.0%
Value ($000) $464 Shares 38,607 Est. Cost $13.80 Unrealized
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.0%
Value ($000) $463 Shares 16,616 Est. Cost $19.11 Unrealized 0.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $462 Shares 2,930 Est. Cost $148.57 Unrealized
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.0%
Value ($000) $459 Shares 18,800 Est. Cost $24.62 Unrealized
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $451 Shares 11,594 Est. Cost $39.87 Unrealized
BBIN JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $449 Shares 8,086 Est. Cost $57.93 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $444 Shares 15,686 Est. Cost $25.78 Unrealized
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $442 Shares 7,000 Est. Cost $68.06 Unrealized -8.2%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $440 Shares 5,173 Est. Cost $62.40 Unrealized +7.2%
BLACKSTONE STRATEGIC CREDIT FD COM SHS BEN IN 0.0%
Value ($000) $436 Shares 33,385 Est. Cost $13.95 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $431 Shares 6,863 Est. Cost $32.22 Unrealized +70.8%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $430 Shares 9,615 Est. Cost $38.51 Unrealized
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $430 Shares 49,000 Est. Cost $8.02 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $429 Shares 1,927 Est. Cost $207.48 Unrealized -4.1%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $429 Shares 4,378 Est. Cost $77.52 Unrealized +12.8%
PGC PEAPACK-GLADSTONE FINL CORP COM 0.0%
Value ($000) $428 Shares 12,329 Est. Cost $28.11 Unrealized +27.3%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $427 Shares 4,245 Est. Cost $100.59 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $426 Shares 2,025 Est. Cost $276.75 Unrealized -21.4%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $425 Shares 3,223 Est. Cost $133.52 Unrealized -0.5%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $421 Shares 1,546 Est. Cost $282.23 Unrealized 0.0%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $419 Shares 2,643 Est. Cost $139.77 Unrealized +2.0%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $419 Shares 4,203 Est. Cost $80.33 Unrealized +2.9%
CLOUGH GLOBAL OPPORTUNITIES FD SH BEN INT 0.0%
Value ($000) $417 Shares 44,327 Est. Cost $11.15 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $415 Shares 2,503 Est. Cost $161.81 Unrealized
FTA FIRST TRUST LARGE CAP VALUE OPPORTUNITIES ALPHADEX FUND 0.0%
Value ($000) $409 Shares 5,795 Est. Cost $68.34 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $408 Shares 2,529 Est. Cost $114.18 Unrealized +18.6%
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $408 Shares 19,279 Est. Cost $20.74 Unrealized
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $404 Shares 6,651 Est. Cost $63.38 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $404 Shares 8,758 Est. Cost $46.63 Unrealized -17.1%
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 0.0%
Value ($000) $402 Shares 19,067 Est. Cost $21.08 Unrealized
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.0%
Value ($000) $393 Shares 11,020 Est. Cost $37.66 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $392 Shares 5,914 Est. Cost $96.42 Unrealized
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $392 Shares 3,498 Est. Cost $100.97 Unrealized 0.0%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $392 Shares 10,634 Est. Cost $33.82 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $387 Shares 3,242 Est. Cost $77.83 Unrealized +20.1%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $386 Shares 7,236 Est. Cost $50.84 Unrealized
FORTRESS TRANS INFRST INVS LLC COM REP LTD LIAB 0.0%
Value ($000) $386 Shares 14,993 Est. Cost $27.21 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $376 Shares 1,325 Est. Cost $291.41 Unrealized -1.8%
GLW CORNING INC COM 0.0%
Value ($000) $373 Shares 10,118 Est. Cost $37.79 Unrealized -7.6%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $371 Shares 4,669 Est. Cost $55.25 Unrealized +45.8%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $370 Shares 2,798 Est. Cost $144.95 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $369 Shares 6,422 Est. Cost $34.79 Unrealized +40.8%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $368 Shares 7,165 Est. Cost $50.10 Unrealized
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.0%
Value ($000) $364 Shares 6,615 Est. Cost $55.03 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $363 Shares 5,190 Est. Cost $54.52 Unrealized +5.4%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $362 Shares 528 Est. Cost $43.62 Unrealized +2.4%
MET METLIFE INC COM 0.0%
Value ($000) $362 Shares 5,151 Est. Cost $53.12 Unrealized +13.1%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $361 Shares 5,445 Est. Cost $51.61 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value ($000) $356 Shares 16,963 Est. Cost $21.88 Unrealized
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.0%
Value ($000) $355 Shares 7,406 Est. Cost $47.93 Unrealized
FRME FIRST MERCHANTS CORP COM 0.0%
Value ($000) $353 Shares 8,484 Est. Cost $25.94 Unrealized +44.6%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $345 Shares 6,937 Est. Cost $36.21 Unrealized +15.5%
SPLUNK INC COM 0.0%
Value ($000) $344 Shares 2,317 Est. Cost $177.45 Unrealized
KKR KKR & CO INC COM 0.0%
Value ($000) $342 Shares 5,854 Est. Cost $60.61 Unrealized +0.4%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $335 Shares 1,242 Est. Cost $269.86 Unrealized
PHM PULTE GROUP INC COM 0.0%
Value ($000) $331 Shares 7,890 Est. Cost $42.08 Unrealized +13.6%
VFC V F CORP COM 0.0%
Value ($000) $330 Shares 5,810 Est. Cost $69.25 Unrealized -10.5%
SUSL ISHARES ESG MSCI USA LEADERS ETF 0.0%
Value ($000) $330 Shares 4,172 Est. Cost $79.10 Unrealized
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 0.0%
Value ($000) $328 Shares 10,050 Est. Cost $37.33 Unrealized
LMBS FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF 0.0%
Value ($000) $322 Shares 6,570 Est. Cost $51.35 Unrealized
FJUL FT CBOE VEST U.S. EQUITY BUFFER ETF - JULY 0.0%
Value ($000) $322 Shares 8,909 Est. Cost $35.92 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $321 Shares 1,793 Est. Cost $178.95 Unrealized -2.7%
MAS MASCO CORP COM 0.0%
Value ($000) $320 Shares 6,283 Est. Cost $56.54 Unrealized -2.4%
CNOB CONNECTONE BANCORP INC COM 0.0%
Value ($000) $320 Shares 10,000 Est. Cost $12.52 Unrealized +135.9%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $319 Shares 1,277 Est. Cost $254.64 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $318 Shares 4,587 Est. Cost $48.97 Unrealized +13.0%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $317 Shares 4,220 Est. Cost $68.96 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $316 Shares 2,892 Est. Cost $126.99 Unrealized -6.0%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $314 Shares 1,665 Est. Cost $193.45 Unrealized -1.6%
MITT AG MTG INVT TR INC COM NEW 0.0%
Value ($000) $310 Shares 33,300 Est. Cost $10.26 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $308 Shares 6,405 Est. Cost $51.14 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $307 Shares 4,812 Est. Cost $40.24 Unrealized +19.9%
SKYY FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING 0.0%
Value ($000) $307 Shares 3,391 Est. Cost $105.70 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $303 Shares 1,658 Est. Cost $145.53 Unrealized +9.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $302 Shares 3,366 Est. Cost $71.25 Unrealized +15.8%
EATON VANCE RISK-MANAGED DIVER COM 0.0%
Value ($000) $302 Shares 30,609 Est. Cost $10.36 Unrealized
COHEN & STEERS QUALITY INCOME COM 0.0%
Value ($000) $300 Shares 17,958 Est. Cost $16.59 Unrealized
2U INC COM 0.0%
Value ($000) $299 Shares 22,500 Est. Cost $13.29 Unrealized
FAAR FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETF 0.0%
Value ($000) $298 Shares 8,813 Est. Cost $29.66 Unrealized
LOOP LOOP INDS INC COM 0.0%
Value ($000) $297 Shares 33,350 Est. Cost $8.30 Unrealized +0.8%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value ($000) $297 Shares 3,800 Est. Cost $68.13 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $297 Shares 4,043 Est. Cost $24.33 Unrealized +23.6%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $284 Shares 21,700 Est. Cost $13.98 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $284 Shares 1,137 Est. Cost $301.06 Unrealized -11.5%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $284 Shares 2,085 Est. Cost $109.84 Unrealized -0.1%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $280 Shares 2,400 Est. Cost $45.58 Unrealized +4.2%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $280 Shares 1,061 Est. Cost $263.90 Unrealized
XMVTX BLACKROCK MUNIVEST FD II INC COM 0.0%
Value ($000) $276 Shares 21,346 Est. Cost $14.85 Unrealized
BSJO INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $274 Shares 11,500 Est. Cost $25.15 Unrealized
FEP FIRST TRUST EUROPE ALPHADEX FUND 0.0%
Value ($000) $270 Shares 6,981 Est. Cost $43.68 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $270 Shares 1,901 Est. Cost $120.62 Unrealized +4.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $265 Shares 880 Est. Cost $334.08 Unrealized -12.6%
RPM RPM INTL INC COM 0.0%
Value ($000) $264 Shares 3,246 Est. Cost $88.02 Unrealized -2.5%
KBWD POWERSHARES KBW HIGH DIVIDEND YIELD FINANCIAL PORTFOLIO 0.0%
Value ($000) $262 Shares 13,400 Est. Cost $13.74 Unrealized
PEOPLES UNITED FINANCIAL INC COM 0.0%
Value ($000) $262 Shares 13,100 Est. Cost $17.18 Unrealized
POR PORTLAND GEN ELEC CO COM NEW 0.0%
Value ($000) $259 Shares 4,689 Est. Cost $44.36 Unrealized 0.0%
LAZARD GLOBAL TOTAL RETURN & I COM 0.0%
Value ($000) $259 Shares 14,472 Est. Cost $20.43 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $258 Shares 3,162 Est. Cost $71.47 Unrealized +1.6%
VIS VANGUARD INDUSTRIALS INDEX FUND 0.0%
Value ($000) $258 Shares 1,329 Est. Cost $200.30 Unrealized
XMYDX BLACKROCK MUNIYIELD FD INC COM 0.0%
Value ($000) $257 Shares 20,323 Est. Cost $14.16 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $255 Shares 5,848 Est. Cost $37.99 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $255 Shares 587 Est. Cost $406.22 Unrealized -1.0%
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $254 Shares 4,846 Est. Cost $54.50 Unrealized
JPMORGAN U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $253 Shares 5,007 Est. Cost $53.93 Unrealized
FTC FIRST TRUST LARGE CAP GROWTH OPPORTUNITIES ALPHADEX FUND 0.0%
Value ($000) $251 Shares 2,349 Est. Cost $118.97 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $251 Shares 22,404 Est. Cost $6.34 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $249 Shares 373 Est. Cost $783.78 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $248 Shares 2,260 Est. Cost $109.73 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $247 Shares 5,583 Est. Cost $43.34 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $247 Shares 552 Est. Cost $349.42 Unrealized +10.9%
NUVEEN NEW YORK AMT QLT MUNICP COM 0.0%
Value ($000) $247 Shares 20,312 Est. Cost $13.65 Unrealized
ABG ASBURY AUTOMOTIVE GROUP INC COM 0.0%
Value ($000) $246 Shares 1,535 Est. Cost $184.09 Unrealized -4.9%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $245 Shares 2,408 Est. Cost $76.96 Unrealized 0.0%
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $245 Shares 6,000 Est. Cost $34.53 Unrealized +9.8%
AEE AMEREN CORP COM 0.0%
Value ($000) $244 Shares 2,600 Est. Cost $74.83 Unrealized +4.0%
WEX WEX INC COM 0.0%
Value ($000) $242 Shares 1,354 Est. Cost $163.08 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $242 Shares 1,294 Est. Cost $110.59 Unrealized +55.3%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $237 Shares 3,301 Est. Cost $73.44 Unrealized -3.5%
RY ROYAL BK CDA COM 0.0%
Value ($000) $236 Shares 2,136 Est. Cost $80.05 Unrealized +40.1%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $235 Shares 1,507 Est. Cost $153.54 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $234 Shares 6,144 Est. Cost $38.09 Unrealized
HESS CORP COM 0.0%
Value ($000) $234 Shares 2,183 Est. Cost $107.19 Unrealized
VST VISTRA CORP COM 0.0%
Value ($000) $233 Shares 10,000 Est. Cost $16.92 Unrealized +21.9%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $232 Shares 4,096 Est. Cost $41.76 Unrealized 0.0%
RYAN RYAN SPECIALTY GROUP HLDGS INC CL A 0.0%
Value ($000) $229 Shares 5,909 Est. Cost $31.53 Unrealized +20.4%
CC CHEMOURS CO COM 0.0%
Value ($000) $227 Shares 7,211 Est. Cost $26.85 Unrealized +1.1%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $226 Shares 2,084 Est. Cost $108.45 Unrealized
EVRG EVERGY INC COM 0.0%
Value ($000) $226 Shares 3,300 Est. Cost $54.87 Unrealized -0.0%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $225 Shares 3,334 Est. Cost $67.49 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $224 Shares 5,306 Est. Cost $42.22 Unrealized
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $222 Shares 4,842 Est. Cost $68.28 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $221 Shares 2,048 Est. Cost $91.68 Unrealized 0.0%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $220 Shares 2,000 Est. Cost $110.00 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $219 Shares 2,097 Est. Cost $119.16 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $219 Shares 4,238 Est. Cost $54.64 Unrealized
FOXA FOX CORP CL A COM 0.0%
Value ($000) $218 Shares 5,523 Est. Cost $34.84 Unrealized +10.7%
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value ($000) $216 Shares 4,600 Est. Cost $47.94 Unrealized
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $215 Shares 1,098 Est. Cost $186.07 Unrealized
IHE ISHARES U.S. PHARMACEUTICALS ETF 0.0%
Value ($000) $215 Shares 1,109 Est. Cost $185.75 Unrealized
OMEX ODYSSEY MARINE EXPL INC COM NEW 0.0%
Value ($000) $215 Shares 32,300 Est. Cost $5.27 Unrealized +12.0%
UROY URANIUM RTY CORP COM 0.0%
Value ($000) $215 Shares 54,700 Est. Cost $3.07 Unrealized +23.7%
FMF FIRST TRUST MANAGED FUTURES STRATEGY FUND 0.0%
Value ($000) $213 Shares 4,364 Est. Cost $48.81 Unrealized
JEMA JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $213 Shares 5,173 Est. Cost $41.18 Unrealized
HOLX HOLOGIC INC COM 0.0%
Value ($000) $213 Shares 2,768 Est. Cost $71.91 Unrealized 0.0%
CMDY ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF 0.0%
Value ($000) $213 Shares 3,480 Est. Cost $49.49 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $211 Shares 90 Est. Cost $2298.42 Unrealized 0.0%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $208 Shares 1,572 Est. Cost $120.97 Unrealized 0.0%
FDT FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND 0.0%
Value ($000) $208 Shares 3,590 Est. Cost $57.94 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value ($000) $208 Shares 819 Est. Cost $253.97 Unrealized
ICLN ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND 0.0%
Value ($000) $207 Shares 9,607 Est. Cost $23.33 Unrealized
ICVT ISHARES CONVERTIBLE BOND ETF 0.0%
Value ($000) $206 Shares 2,478 Est. Cost $83.13 Unrealized
EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF 0.0%
Value ($000) $205 Shares 2,420 Est. Cost $84.71 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $205 Shares 1,547 Est. Cost $106.87 Unrealized 0.0%
TPL TEXAS PACIFIC LAND CORPORATION COM 0.0%
Value ($000) $203 Shares 150 Est. Cost $125.11 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $203 Shares 1,584 Est. Cost $116.47 Unrealized 0.0%
FTV FORTIVE CORP COM 0.0%
Value ($000) $202 Shares 3,317 Est. Cost $54.03 Unrealized -10.0%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $201 Shares 5,079 Est. Cost $37.88 Unrealized 0.0%
RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND 0.0%
Value ($000) $200 Shares 4,083 Est. Cost $51.67 Unrealized
BARINGS GLOBAL SHORT DURATION COM 0.0%
Value ($000) $200 Shares 12,917 Est. Cost $16.03 Unrealized
VLY VALLEY NATL BANCORP COM 0.0%
Value ($000) $195 Shares 14,955 Est. Cost $7.43 Unrealized +87.7%
DOUBLELINE YIELD OPPORTUNITIES COM 0.0%
Value ($000) $194 Shares 11,596 Est. Cost $18.57 Unrealized
BLACKROCK MULTI-SECTOR INCOME TRUST 0.0%
Value ($000) $184 Shares 11,188 Est. Cost $18.86 Unrealized
ADVENT CONV & INCOME FD COM 0.0%
Value ($000) $183 Shares 11,681 Est. Cost $19.26 Unrealized
GINKGO BIOWORKS HOLDINGS INC CL A SHS 0.0%
Value ($000) $176 Shares 43,550 Est. Cost $4.04 Unrealized
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $171 Shares 12,992 Est. Cost $14.89 Unrealized
LAKELAND BANCORP INC COM 0.0%
Value ($000) $168 Shares 10,055 Est. Cost $9.95 Unrealized
PUTNAM MASTER INTER INCOME TR SH BEN INT 0.0%
Value ($000) $167 Shares 46,600 Est. Cost $4.23 Unrealized
NEUBERGER BERMAN MLP & ENERGY COM 0.0%
Value ($000) $161 Shares 25,000 Est. Cost $5.52 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $158 Shares 16,675 Est. Cost $15.89 Unrealized -27.7%
SOLO BRANDS INC COM CL A 0.0%
Value ($000) $154 Shares 18,100 Est. Cost $8.51 Unrealized
CLOUGH GLOBAL DIVID & INCOME F COM 0.0%
Value ($000) $147 Shares 15,939 Est. Cost $11.67 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $146 Shares 11,150 Est. Cost $15.05 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $121 Shares 12,850 Est. Cost $9.10 Unrealized
OPK OPKO HEALTH INC COM 0.0%
Value ($000) $113 Shares 32,850 Est. Cost $3.72 Unrealized -5.0%
HELIOGEN INC COMMON STOCK 0.0%
Value ($000) $112 Shares 21,276 Est. Cost $5.26 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $111 Shares 10,226 Est. Cost $11.05 Unrealized 0.0%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $105 Shares 15,837 Est. Cost $6.18 Unrealized
SOUTHWESTERN ENERGY CO COM 0.0%
Value ($000) $105 Shares 14,681 Est. Cost $2.38 Unrealized
FLUENT INC COM 0.0%
Value ($000) $105 Shares 50,248 Est. Cost $2.09 Unrealized
MFA MFA FINL INC COM 0.0%
Value ($000) $101 Shares 25,110 Est. Cost $4.02 Unrealized
CONTRAFECT CORP COM NEW 0.0%
Value ($000) $81 Shares 22,212 Est. Cost $3.74 Unrealized
APPHARVEST INC COM 0.0%
Value ($000) $67 Shares 12,500 Est. Cost $5.18 Unrealized
SYNCHRONOSS TECHNOLOGIES INC COM 0.0%
Value ($000) $53 Shares 30,524 Est. Cost $2.42 Unrealized
APTOSE BIOSCIENCES INC COM NEW 0.0%
Value ($000) $33 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) $31 Shares 10,000 Est. Cost $2.60 Unrealized
SUNDIAL GROWERS INC COM 0.0%
Value ($000) $28 Shares 40,000 Est. Cost $0.68 Unrealized
INVESCO MORTGAGE CAPITAL INC COM 0.0%
Value ($000) $23 Shares 10,124 Est. Cost $3.99 Unrealized
OUTLOOK THERAPEUTICS INC COM NEW 0.0%
Value ($000) $18 Shares 10,000 Est. Cost $1.40 Unrealized
CELG-R BRISTOL-MYERS SQUIBB CO CONTIN VAL RT 0.0%
Value ($000) $18 Shares 117,775 Est. Cost $0.39 Unrealized
CALITHERA BIOSCIENCES INC COM 0.0%
Value ($000) $6 Shares 14,771 Est. Cost $3.29 Unrealized