TRANSCEND CAPITAL ADVISORS, LLC Diversified Active

CIK: 0001776082 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 12, 2022

Total Value ($000): $960,773 (100.0% shares, 0.0% debt)

Holdings (497)

AAPL APPLE INC COM 7.1%
Value ($000) $67,923 Shares 496,802 Est. Cost $102.82 Unrealized +44.6%
OBDC OWL ROCK CAPITAL CORPORATION COM 5.2%
Value ($000) $50,306 Shares 4,079,995 Est. Cost $8.88 Unrealized +0.9%
MSFT MICROSOFT CORP COM 2.8%
Value ($000) $27,142 Shares 105,681 Est. Cost $211.64 Unrealized +24.5%
MRK MERCK & CO INC COM 2.8%
Value ($000) $27,005 Shares 296,206 Est. Cost $66.14 Unrealized +19.8%
OWL BLUE OWL CAPITAL INC COM CL A 1.9%
Value ($000) $18,266 Shares 1,821,139 Est. Cost $11.52 Unrealized +4.0%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 1.3%
Value ($000) $12,665 Shares 124,531 Est. Cost $91.66 Unrealized
AMZN AMAZON COM INC COM 1.3%
Value ($000) $12,663 Shares 119,228 Est. Cost $126.83 Unrealized -1.3%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 1.3%
Value ($000) $12,328 Shares 114,178 Est. Cost $337.16 Unrealized -68.7%
GOOGL ALPHABET INC CAP STK CL A 1.3%
Value ($000) $12,233 Shares 5,613 Est. Cost $97.89 Unrealized +19.4%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 1.1%
Value ($000) $10,121 Shares 79,616 Est. Cost $156.79 Unrealized
JPM JPMORGAN CHASE & CO COM 1.0%
Value ($000) $10,028 Shares 89,053 Est. Cost $140.15 Unrealized -19.4%
SPY SPDR S&P 500 ETF 1.0%
Value ($000) $10,001 Shares 26,511 Est. Cost $454.70 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.0%
Value ($000) $9,971 Shares 26,297 Est. Cost $381.00 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 1.0%
Value ($000) $9,961 Shares 129,361 Est. Cost $45.31 Unrealized +43.4%
SPGI S&P GLOBAL INC COM 1.0%
Value ($000) $9,523 Shares 28,252 Est. Cost $417.17 Unrealized -17.2%
JNJ JOHNSON & JOHNSON COM 1.0%
Value ($000) $9,438 Shares 53,171 Est. Cost $126.67 Unrealized +26.3%
IBM INTERNATIONAL BUSINESS MACHS COM 1.0%
Value ($000) $9,258 Shares 65,572 Est. Cost $110.54 Unrealized +6.3%
QQQ INVESCO QQQ TRUST 1.0%
Value ($000) $9,153 Shares 32,656 Est. Cost $243.49 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.9%
Value ($000) $8,932 Shares 69,652 Est. Cost $132.89 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.9%
Value ($000) $8,197 Shares 57,134 Est. Cost $151.68 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.8%
Value ($000) $7,817 Shares 93,175 Est. Cost $104.32 Unrealized
AMLP ALERIAN MLP ETF 0.8%
Value ($000) $7,340 Shares 213,051 Est. Cost $30.32 Unrealized
HD HOME DEPOT INC COM 0.8%
Value ($000) $7,295 Shares 26,598 Est. Cost $223.32 Unrealized +20.5%
VTV VANGUARD VALUE INDEX FUND 0.8%
Value ($000) $7,227 Shares 54,799 Est. Cost $127.13 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.7%
Value ($000) $7,177 Shares 121,947 Est. Cost $70.14 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.7%
Value ($000) $7,087 Shares 63,432 Est. Cost $118.61 Unrealized
XOM EXXON MOBIL CORP COM 0.7%
Value ($000) $7,040 Shares 82,208 Est. Cost $50.63 Unrealized +57.2%
BX BLACKSTONE INC COM 0.7%
Value ($000) $6,617 Shares 72,532 Est. Cost $57.26 Unrealized +67.8%
GOOG ALPHABET INC CAP STK CL C 0.7%
Value ($000) $6,361 Shares 2,908 Est. Cost $103.62 Unrealized +13.2%
META META PLATFORMS INC CL A 0.6%
Value ($000) $6,229 Shares 38,629 Est. Cost $247.55 Unrealized -22.6%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.6%
Value ($000) $6,133 Shares 122,764 Est. Cost $54.81 Unrealized
V VISA INC COM CL A 0.6%
Value ($000) $6,057 Shares 30,765 Est. Cost $221.65 Unrealized -9.3%
VV VANGUARD LARGE-CAP INDEX FUND 0.6%
Value ($000) $5,835 Shares 33,858 Est. Cost $195.35 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.6%
Value ($000) $5,778 Shares 21,164 Est. Cost $216.76 Unrealized +44.7%
PG PROCTER AND GAMBLE CO COM 0.6%
Value ($000) $5,537 Shares 38,507 Est. Cost $112.18 Unrealized +22.4%
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.6%
Value ($000) $5,474 Shares 108,761 Est. Cost $50.28 Unrealized
DOCU DOCUSIGN INC COM 0.5%
Value ($000) $5,210 Shares 90,799 Est. Cost $207.56 Unrealized -61.0%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.5%
Value ($000) $5,171 Shares 60,576 Est. Cost $93.60 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.5%
Value ($000) $4,911 Shares 90,498 Est. Cost $73.17 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.5%
Value ($000) $4,775 Shares 91,328 Est. Cost $68.19 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.5%
Value ($000) $4,462 Shares 144,268 Est. Cost $35.95 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.5%
Value ($000) $4,442 Shares 87,522 Est. Cost $42.25 Unrealized -5.1%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.5%
Value ($000) $4,409 Shares 55,096 Est. Cost $93.68 Unrealized
LLY LILLY ELI & CO COM 0.5%
Value ($000) $4,391 Shares 13,544 Est. Cost $171.03 Unrealized +70.1%
TXN TEXAS INSTRS INC COM 0.4%
Value ($000) $4,276 Shares 27,831 Est. Cost $128.13 Unrealized +17.8%
INTC INTEL CORP COM 0.4%
Value ($000) $4,241 Shares 113,361 Est. Cost $47.59 Unrealized -14.6%
MBB ISHARES MBS ETF 0.4%
Value ($000) $4,232 Shares 43,413 Est. Cost $99.99 Unrealized
MCD MCDONALDS CORP COM 0.4%
Value ($000) $4,215 Shares 17,073 Est. Cost $193.56 Unrealized +17.0%
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $4,198 Shares 28,994 Est. Cost $79.98 Unrealized +78.4%
PEP PEPSICO INC COM 0.4%
Value ($000) $4,151 Shares 24,904 Est. Cost $120.65 Unrealized +24.2%
ADP AUTOMATIC DATA PROCESSING INC COM 0.4%
Value ($000) $4,126 Shares 19,643 Est. Cost $147.81 Unrealized +37.0%
PFE PFIZER INC COM 0.4%
Value ($000) $4,024 Shares 76,742 Est. Cost $28.65 Unrealized +46.6%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.4%
Value ($000) $4,005 Shares 36,398 Est. Cost $120.32 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.4%
Value ($000) $3,781 Shares 6,960 Est. Cost $433.72 Unrealized +25.6%
NVDA NVIDIA CORPORATION COM 0.4%
Value ($000) $3,762 Shares 24,816 Est. Cost $21.36 Unrealized -11.8%
MDT MEDTRONIC PLC SHS 0.4%
Value ($000) $3,703 Shares 41,261 Est. Cost $111.09 Unrealized -18.6%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.4%
Value ($000) $3,686 Shares 117,202 Est. Cost $40.60 Unrealized
AVGO BROADCOM INC COM 0.4%
Value ($000) $3,652 Shares 7,518 Est. Cost $35.56 Unrealized +47.3%
HON HONEYWELL INTL INC COM 0.4%
Value ($000) $3,639 Shares 20,935 Est. Cost $156.99 Unrealized +5.9%
IOT SAMSARA INC COM CL A 0.4%
Value ($000) $3,623 Shares 324,325 Est. Cost $15.56 Unrealized -22.5%
GLD SPDR GOLD SHARES 0.4%
Value ($000) $3,591 Shares 21,317 Est. Cost $169.72 Unrealized
MS MORGAN STANLEY COM NEW 0.4%
Value ($000) $3,533 Shares 46,449 Est. Cost $54.08 Unrealized +33.9%
ABBV ABBVIE INC COM 0.4%
Value ($000) $3,522 Shares 22,993 Est. Cost $75.58 Unrealized +77.4%
UNP UNION PAC CORP COM 0.4%
Value ($000) $3,503 Shares 16,423 Est. Cost $201.23 Unrealized +3.8%
BAC BK OF AMERICA CORP COM 0.4%
Value ($000) $3,457 Shares 111,058 Est. Cost $27.07 Unrealized +21.0%
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.4%
Value ($000) $3,442 Shares 105,068 Est. Cost $37.96 Unrealized
COF CAPITAL ONE FINL CORP COM 0.4%
Value ($000) $3,440 Shares 33,018 Est. Cost $87.35 Unrealized +31.0%
BLACKROCK INC COM 0.4%
Value ($000) $3,424 Shares 5,622 Est. Cost $639.15 Unrealized
SPDR S&P 500 ETF 0.4%
Value ($000) $3,395 Shares 9,000 Est. Cost Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.4%
Value ($000) $3,377 Shares 17,906 Est. Cost $195.28 Unrealized
MAINSTAY MACKAY DEFINEDTERM MU COM 0.3%
Value ($000) $3,357 Shares 185,076 Est. Cost $21.04 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $3,349 Shares 24,362 Est. Cost $196.80 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $3,336 Shares 46,648 Est. Cost $61.30 Unrealized
CSCO CISCO SYS INC COM 0.3%
Value ($000) $3,312 Shares 77,680 Est. Cost $39.46 Unrealized +8.5%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.3%
Value ($000) $3,310 Shares 32,352 Est. Cost $118.77 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.3%
Value ($000) $3,268 Shares 35,270 Est. Cost $68.10 Unrealized +32.8%
VPL VANGUARD FTSE PACIFIC ETF 0.3%
Value ($000) $3,253 Shares 51,251 Est. Cost $75.47 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $3,242 Shares 6,311 Est. Cost $397.40 Unrealized +18.5%
GABELLI DIVID & INCOME TR COM 0.3%
Value ($000) $3,208 Shares 156,889 Est. Cost $22.49 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.3%
Value ($000) $3,054 Shares 11,948 Est. Cost $190.67 Unrealized +16.5%
WFC WELLS FARGO CO NEW COM 0.3%
Value ($000) $3,039 Shares 77,595 Est. Cost $27.47 Unrealized +45.5%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $2,991 Shares 38,613 Est. Cost $71.85 Unrealized -4.2%
VUG VANGUARD GROWTH INDEX FUND 0.3%
Value ($000) $2,944 Shares 13,207 Est. Cost $247.62 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.3%
Value ($000) $2,926 Shares 9,852 Est. Cost $349.48 Unrealized -18.9%
UPWK UPWORK INC COM 0.3%
Value ($000) $2,915 Shares 140,954 Est. Cost $48.74 Unrealized -59.7%
DIS DISNEY WALT CO COM 0.3%
Value ($000) $2,876 Shares 30,462 Est. Cost $135.48 Unrealized -20.0%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.3%
Value ($000) $2,863 Shares 7 Est. Cost $422631.30 Unrealized +11.5%
SDY SPDR S&P DIVIDEND ETF 0.3%
Value ($000) $2,860 Shares 24,100 Est. Cost $123.55 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.3%
Value ($000) $2,834 Shares 35,215 Est. Cost $94.25 Unrealized
CANO HEALTH INC COM CL A 0.3%
Value ($000) $2,770 Shares 632,512 Est. Cost $5.63 Unrealized
KO COCA COLA CO COM 0.3%
Value ($000) $2,763 Shares 43,914 Est. Cost $49.12 Unrealized +15.6%
JAAA JANUS HENDERSON AAA CLO ETF 0.3%
Value ($000) $2,755 Shares 56,174 Est. Cost $50.20 Unrealized
CRM SALESFORCE INC COM 0.3%
Value ($000) $2,752 Shares 16,675 Est. Cost $241.31 Unrealized -27.7%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.3%
Value ($000) $2,746 Shares 58,646 Est. Cost $52.21 Unrealized
DHR DANAHER CORPORATION COM 0.3%
Value ($000) $2,655 Shares 10,473 Est. Cost $185.63 Unrealized +21.9%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.3%
Value ($000) $2,624 Shares 8,523 Est. Cost $357.44 Unrealized
ORCL ORACLE CORP COM 0.3%
Value ($000) $2,613 Shares 37,402 Est. Cost $83.42 Unrealized -16.3%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.3%
Value ($000) $2,576 Shares 22,659 Est. Cost $158.58 Unrealized
GM GENERAL MTRS CO COM 0.3%
Value ($000) $2,560 Shares 80,605 Est. Cost $37.64 Unrealized -3.8%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.3%
Value ($000) $2,537 Shares 17,593 Est. Cost $112.81 Unrealized +32.0%
AMGN AMGEN INC COM 0.3%
Value ($000) $2,530 Shares 10,401 Est. Cost $203.74 Unrealized +7.3%
TSLA TESLA INC COM 0.3%
Value ($000) $2,493 Shares 3,702 Est. Cost $242.12 Unrealized +12.7%
ARCC ARES CAPITAL CORP COM 0.3%
Value ($000) $2,491 Shares 138,928 Est. Cost $9.36 Unrealized +47.8%
EFV ISHARES MSCI EAFE VALUE ETF 0.3%
Value ($000) $2,482 Shares 57,189 Est. Cost $49.54 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 0.3%
Value ($000) $2,426 Shares 8,241 Est. Cost $385.38 Unrealized
LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 0.3%
Value ($000) $2,424 Shares 26,855 Est. Cost $95.69 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.3%
Value ($000) $2,411 Shares 100,866 Est. Cost $26.96 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $2,400 Shares 48,923 Est. Cost $58.01 Unrealized
IEUR ISHARES CORE MSCI EUROPE ETF 0.2%
Value ($000) $2,388 Shares 53,115 Est. Cost $57.27 Unrealized
BLACKROCK CAP INVT CORP COM 0.2%
Value ($000) $2,384 Shares 649,621 Est. Cost $4.06 Unrealized
RITM NEW RESIDENTIAL INVT CORP COM NEW 0.2%
Value ($000) $2,349 Shares 251,991 Est. Cost $11.53 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.2%
Value ($000) $2,335 Shares 21,950 Est. Cost $115.31 Unrealized
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $2,326 Shares 6,706 Est. Cost $376.62 Unrealized
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.2%
Value ($000) $2,304 Shares 28,405 Est. Cost $89.19 Unrealized
T AT&T INC COM 0.2%
Value ($000) $2,238 Shares 106,798 Est. Cost $16.53 Unrealized -1.3%
WMT WALMART INC COM 0.2%
Value ($000) $2,228 Shares 18,327 Est. Cost $43.84 Unrealized +0.4%
FITB FIFTH THIRD BANCORP COM 0.2%
Value ($000) $2,219 Shares 66,033 Est. Cost $24.74 Unrealized +30.6%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.2%
Value ($000) $2,207 Shares 6,759 Est. Cost $429.05 Unrealized
KMI KINDER MORGAN INC DEL COM 0.2%
Value ($000) $2,184 Shares 130,329 Est. Cost $13.30 Unrealized +15.2%
XLG INVESCO S&P 500 TOP 50 ETF 0.2%
Value ($000) $2,170 Shares 7,574 Est. Cost $325.42 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $2,133 Shares 11,682 Est. Cost $140.17 Unrealized +9.4%
FOLD AMICUS THERAPEUTICS INC COM 0.2%
Value ($000) $2,107 Shares 196,196 Est. Cost $16.19 Unrealized -49.1%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.2%
Value ($000) $2,044 Shares 17,012 Est. Cost $150.96 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.2%
Value ($000) $2,026 Shares 13,050 Est. Cost $114.69 Unrealized +32.3%
ILMN ILLUMINA INC COM 0.2%
Value ($000) $1,994 Shares 10,818 Est. Cost $303.09 Unrealized -15.7%
VO VANGUARD MID-CAP INDEX FUND 0.2%
Value ($000) $1,993 Shares 10,119 Est. Cost $219.89 Unrealized
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $1,958 Shares 49,890 Est. Cost $42.60 Unrealized -9.9%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.2%
Value ($000) $1,919 Shares 25,163 Est. Cost $81.95 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $1,917 Shares 16,288 Est. Cost $117.03 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.2%
Value ($000) $1,852 Shares 19,275 Est. Cost $69.91 Unrealized +26.6%
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.2%
Value ($000) $1,836 Shares 77,645 Est. Cost $17.75 Unrealized -2.1%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.2%
Value ($000) $1,829 Shares 41,242 Est. Cost $53.45 Unrealized
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.2%
Value ($000) $1,821 Shares 31,496 Est. Cost $62.82 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value ($000) $1,805 Shares 14,127 Est. Cost $113.71 Unrealized +9.9%
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $1,728 Shares 21,567 Est. Cost $67.64 Unrealized +6.2%
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $1,724 Shares 18,607 Est. Cost $59.30 Unrealized +44.9%
MMM 3M CO COM 0.2%
Value ($000) $1,688 Shares 13,040 Est. Cost $127.86 Unrealized -17.7%
HYEM VANECK EMERGING MARKETS HIGH YIELD BOND ETF 0.2%
Value ($000) $1,681 Shares 94,545 Est. Cost $22.85 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $1,680 Shares 23,953 Est. Cost $71.52 Unrealized
VFH VANGUARD FINANCIALS INDEX FUND 0.2%
Value ($000) $1,654 Shares 21,424 Est. Cost $100.35 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.2%
Value ($000) $1,652 Shares 17,563 Est. Cost $89.00 Unrealized +14.3%
BP BP PLC SPONSORED ADR 0.2%
Value ($000) $1,651 Shares 58,240 Est. Cost $28.94 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $1,610 Shares 7,361 Est. Cost $242.86 Unrealized
GILD GILEAD SCIENCES INC COM 0.2%
Value ($000) $1,608 Shares 26,011 Est. Cost $55.18 Unrealized -2.0%
ALLEGHANY CORP MD COM 0.2%
Value ($000) $1,603 Shares 1,924 Est. Cost $520.27 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.2%
Value ($000) $1,602 Shares 39,495 Est. Cost $43.99 Unrealized
TFC TRUIST FINL CORP COM 0.2%
Value ($000) $1,577 Shares 33,241 Est. Cost $45.99 Unrealized -11.3%
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.2%
Value ($000) $1,572 Shares 35,665 Est. Cost $55.50 Unrealized
MCO MOODYS CORP COM 0.2%
Value ($000) $1,568 Shares 5,764 Est. Cost $318.44 Unrealized -8.9%
FSK FS KKR CAP CORP COM 0.2%
Value ($000) $1,550 Shares 79,839 Est. Cost $7.67 Unrealized +59.5%
LOW LOWES COS INC COM 0.2%
Value ($000) $1,549 Shares 8,869 Est. Cost $179.29 Unrealized +0.1%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $1,494 Shares 19,558 Est. Cost $76.10 Unrealized -7.5%
VB VANGUARD SMALL-CAP INDEX FUND 0.2%
Value ($000) $1,469 Shares 8,341 Est. Cost $191.51 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.2%
Value ($000) $1,443 Shares 3,943 Est. Cost $509.44 Unrealized -20.1%
CCI CROWN CASTLE INTL CORP NEW COM 0.1%
Value ($000) $1,427 Shares 8,475 Est. Cost $130.99 Unrealized +14.7%
DEO DIAGEO PLC SPON ADR NEW 0.1%
Value ($000) $1,400 Shares 8,042 Est. Cost $146.92 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $1,394 Shares 2,909 Est. Cost $387.50 Unrealized +25.1%
IXG ISHARES GLOBAL FINANCIALS ETF 0.1%
Value ($000) $1,384 Shares 21,053 Est. Cost $77.61 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $1,383 Shares 4,384 Est. Cost $352.43 Unrealized -4.3%
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $1,376 Shares 18,525 Est. Cost $108.15 Unrealized
C CITIGROUP INC COM NEW 0.1%
Value ($000) $1,375 Shares 29,908 Est. Cost $43.01 Unrealized +1.8%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $1,367 Shares 5,683 Est. Cost $249.01 Unrealized -11.3%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $1,367 Shares 14,250 Est. Cost $73.07 Unrealized +18.6%
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $1,363 Shares 66,631 Est. Cost $43.69 Unrealized -39.2%
PAG PENSKE AUTOMOTIVE GRP INC COM 0.1%
Value ($000) $1,359 Shares 12,979 Est. Cost $87.76 Unrealized +22.2%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $1,343 Shares 4,836 Est. Cost $310.91 Unrealized -8.5%
BAR GRANITESHARES GOLD SHARES 0.1%
Value ($000) $1,303 Shares 72,777 Est. Cost $18.74 Unrealized
GNR SPDR S&P GLOBAL NATURAL RESOURCES ETF 0.1%
Value ($000) $1,299 Shares 24,944 Est. Cost $52.08 Unrealized
YUM YUM BRANDS INC COM 0.1%
Value ($000) $1,297 Shares 11,428 Est. Cost $86.79 Unrealized +24.9%
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $1,292 Shares 11,344 Est. Cost $125.49 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $1,291 Shares 9,141 Est. Cost $152.93 Unrealized +11.3%
CI CIGNA CORP NEW COM 0.1%
Value ($000) $1,284 Shares 4,874 Est. Cost $174.23 Unrealized +38.5%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $1,253 Shares 29,995 Est. Cost $29.74 Unrealized +29.3%
EXC EXELON CORP COM 0.1%
Value ($000) $1,251 Shares 27,612 Est. Cost $26.10 Unrealized +58.0%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $1,244 Shares 20,036 Est. Cost $50.13 Unrealized +14.2%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.1%
Value ($000) $1,232 Shares 25,802 Est. Cost $59.35 Unrealized
BLUE OWL CAPITAL INC WT EXP 051926 0.1%
Value ($000) $1,224 Shares 582,772 Est. Cost $3.69 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $1,214 Shares 9,632 Est. Cost $149.19 Unrealized -11.1%
PGX INVESCO PREFERRED ETF 0.1%
Value ($000) $1,206 Shares 97,755 Est. Cost $14.48 Unrealized
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $1,186 Shares 8,914 Est. Cost $111.41 Unrealized +8.0%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $1,185 Shares 13,192 Est. Cost $49.85 Unrealized +80.4%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,173 Shares 13,426 Est. Cost $104.40 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $1,170 Shares 16,662 Est. Cost $67.08 Unrealized
PIMCO ENERGY & TACTICAL CR OPP COM SHS BEN INT 0.1%
Value ($000) $1,157 Shares 90,116 Est. Cost $13.38 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $1,145 Shares 18,092 Est. Cost $51.56 Unrealized +16.5%
ESGE ISHARES MSCI EM ESG SELECT ETF 0.1%
Value ($000) $1,135 Shares 35,137 Est. Cost $53.02 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $1,131 Shares 20,253 Est. Cost $57.06 Unrealized +0.6%
OEF ISHARES S&P 100 ETF 0.1%
Value ($000) $1,127 Shares 6,535 Est. Cost $172.46 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.1%
Value ($000) $1,107 Shares 37,240 Est. Cost $31.12 Unrealized
MCHI ISHARES MSCI CHINA ETF 0.1%
Value ($000) $1,081 Shares 19,361 Est. Cost $68.58 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $1,079 Shares 12,765 Est. Cost $85.18 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.1%
Value ($000) $1,072 Shares 20,301 Est. Cost $61.03 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $1,063 Shares 4,562 Est. Cost $170.73 Unrealized +33.8%
IJR ISHARES S&P SMALL-CAP FUND 0.1%
Value ($000) $1,063 Shares 11,504 Est. Cost $93.49 Unrealized
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $1,052 Shares 27,582 Est. Cost $22.19 Unrealized +51.3%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $1,052 Shares 9,160 Est. Cost $124.04 Unrealized
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $1,025 Shares 4,634 Est. Cost $144.40 Unrealized +47.8%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $1,025 Shares 14,680 Est. Cost $270.24 Unrealized -68.0%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,022 Shares 14,154 Est. Cost $72.61 Unrealized
JVAL JPMORGAN U.S. VALUE FACTOR ETF 0.1%
Value ($000) $1,017 Shares 31,685 Est. Cost $37.17 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $1,008 Shares 9,914 Est. Cost $111.80 Unrealized
CSX CSX CORP COM 0.1%
Value ($000) $1,004 Shares 34,544 Est. Cost $29.64 Unrealized +4.4%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.1%
Value ($000) $992 Shares 13,887 Est. Cost $75.56 Unrealized -5.0%
GWW GRAINGER W W INC COM 0.1%
Value ($000) $981 Shares 2,158 Est. Cost $421.69 Unrealized +11.3%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.1%
Value ($000) $978 Shares 20,436 Est. Cost $49.89 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value ($000) $978 Shares 21,903 Est. Cost $53.83 Unrealized
NU NU HLDGS LTD ORD SHS CL A 0.1%
Value ($000) $971 Shares 259,525 Est. Cost $5.07 Unrealized 0.0%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.1%
Value ($000) $967 Shares 10,679 Est. Cost $79.14 Unrealized
BLACKROCK CR ALLOCATION INCOME COM 0.1%
Value ($000) $959 Shares 88,017 Est. Cost $14.71 Unrealized
FXI ISHARES CHINA LARGE-CAP ETF 0.1%
Value ($000) $947 Shares 27,927 Est. Cost $40.29 Unrealized
BLACKROCK MUNIYIELD MICH QU COM 0.1%
Value ($000) $947 Shares 72,008 Est. Cost $14.71 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $945 Shares 14,871 Est. Cost $72.12 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $940 Shares 9,480 Est. Cost $99.16 Unrealized
BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF 0.1%
Value ($000) $936 Shares 13,804 Est. Cost $82.69 Unrealized
CB CHUBB LIMITED COM 0.1%
Value ($000) $933 Shares 4,745 Est. Cost $171.45 Unrealized +14.5%
ABT ABBOTT LABS COM 0.1%
Value ($000) $924 Shares 8,501 Est. Cost $106.53 Unrealized -0.4%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $909 Shares 8,951 Est. Cost $119.60 Unrealized
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.1%
Value ($000) $903 Shares 43,529 Est. Cost $21.64 Unrealized
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.1%
Value ($000) $902 Shares 19,452 Est. Cost $53.52 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $892 Shares 8,318 Est. Cost $75.67 Unrealized +26.0%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $875 Shares 6,903 Est. Cost $91.62 Unrealized +31.0%
PROSHARES SHORT S&P 500 0.1%
Value ($000) $871 Shares 52,771 Est. Cost $16.51 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $862 Shares 5,465 Est. Cost $102.76 Unrealized +41.6%
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 0.1%
Value ($000) $841 Shares 39,700 Est. Cost $21.39 Unrealized
CME CME GROUP INC COM 0.1%
Value ($000) $832 Shares 4,065 Est. Cost $140.57 Unrealized +29.4%
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.1%
Value ($000) $828 Shares 6,928 Est. Cost $115.89 Unrealized
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.1%
Value ($000) $813 Shares 33,019 Est. Cost $29.62 Unrealized
WPM WHEATON PRECIOUS METALS CORP COM 0.1%
Value ($000) $809 Shares 22,452 Est. Cost $41.20 Unrealized +1.3%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.1%
Value ($000) $795 Shares 14,334 Est. Cost $55.46 Unrealized
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $789 Shares 28,809 Est. Cost $33.22 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $783 Shares 7,930 Est. Cost $64.63 Unrealized +32.1%
BIIB BIOGEN INC COM 0.1%
Value ($000) $782 Shares 3,834 Est. Cost $242.63 Unrealized -15.7%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value ($000) $763 Shares 7,602 Est. Cost $100.37 Unrealized
ANYWHERE REAL ESTATE INC COM 0.1%
Value ($000) $757 Shares 77,015 Est. Cost $18.51 Unrealized
CWI SPDR MSCI ACWI EX-US ETF 0.1%
Value ($000) $744 Shares 31,300 Est. Cost $30.01 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.1%
Value ($000) $740 Shares 10,819 Est. Cost $82.88 Unrealized
AEIS ADVANCED ENERGY INDS COM 0.1%
Value ($000) $740 Shares 10,134 Est. Cost $84.59 Unrealized -9.8%
VANECK RUSSIA ETF 0.1%
Value ($000) $738 Shares 130,665 Est. Cost $5.65 Unrealized
BLACKROCK CAP ALLOCATION TR COM 0.1%
Value ($000) $735 Shares 50,150 Est. Cost $18.37 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.1%
Value ($000) $733 Shares 9,029 Est. Cost $76.99 Unrealized
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 0.1%
Value ($000) $729 Shares 32,899 Est. Cost $25.34 Unrealized
LINDE PLC SHS 0.1%
Value ($000) $728 Shares 2,532 Est. Cost $320.62 Unrealized
IAT ISHARES U.S. REGIONAL BANKS ETF 0.1%
Value ($000) $715 Shares 14,500 Est. Cost $50.97 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.1%
Value ($000) $708 Shares 6,765 Est. Cost $107.05 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $697 Shares 10,948 Est. Cost $61.62 Unrealized -22.8%
BA BOEING CO COM 0.1%
Value ($000) $686 Shares 5,019 Est. Cost $191.46 Unrealized -23.0%
CLEARBRIDGE MLP AND MIDSTRM FD COM 0.1%
Value ($000) $685 Shares 23,848 Est. Cost $23.45 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.1%
Value ($000) $679 Shares 13,471 Est. Cost $100.98 Unrealized
BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT 0.1%
Value ($000) $677 Shares 34,553 Est. Cost $41.46 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $676 Shares 1,369 Est. Cost $62.86 Unrealized +41.1%
EFZ PROSHARES SHORT MSCI EAFE 0.1%
Value ($000) $673 Shares 31,558 Est. Cost $18.74 Unrealized
IONQ IONQ INC COM 0.1%
Value ($000) $664 Shares 151,629 Est. Cost $7.08 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $663 Shares 1,542 Est. Cost $318.70 Unrealized +24.8%
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.1%
Value ($000) $663 Shares 13,237 Est. Cost $52.56 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $660 Shares 10,562 Est. Cost $70.75 Unrealized
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 0.1%
Value ($000) $648 Shares 30,917 Est. Cost $21.04 Unrealized
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $647 Shares 4,428 Est. Cost $158.13 Unrealized -6.6%
UUP INVESCO DB US DOLLAR INDEX BULLISH FUND 0.1%
Value ($000) $647 Shares 23,141 Est. Cost $25.86 Unrealized
AMN AMN HEALTHCARE SVCS INC COM 0.1%
Value ($000) $646 Shares 5,887 Est. Cost $106.00 Unrealized -6.6%
SRE SEMPRA COM 0.1%
Value ($000) $645 Shares 4,292 Est. Cost $54.74 Unrealized +30.3%
PPG PPG INDS INC COM 0.1%
Value ($000) $645 Shares 5,644 Est. Cost $147.06 Unrealized -21.4%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $644 Shares 6,769 Est. Cost $65.40 Unrealized +28.5%
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $643 Shares 1,332 Est. Cost $294.12 Unrealized +59.6%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $643 Shares 7,685 Est. Cost $101.67 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $638 Shares 3,568 Est. Cost $161.12 Unrealized +22.4%
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 0.1%
Value ($000) $636 Shares 14,392 Est. Cost $54.68 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.1%
Value ($000) $633 Shares 19,244 Est. Cost $36.45 Unrealized
WESTERN ASST INFLTN LKD INM FD COM SH BEN INT 0.1%
Value ($000) $620 Shares 63,445 Est. Cost $13.82 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $619 Shares 8,683 Est. Cost $46.08 Unrealized +39.5%
F FORD MTR CO DEL COM 0.1%
Value ($000) $605 Shares 54,358 Est. Cost $11.02 Unrealized -4.3%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.1%
Value ($000) $603 Shares 8,195 Est. Cost $86.38 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.1%
Value ($000) $602 Shares 50,079 Est. Cost $7.65 Unrealized +46.4%
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value ($000) $601 Shares 4,041 Est. Cost $159.62 Unrealized -11.7%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.1%
Value ($000) $593 Shares 5,988 Est. Cost $100.85 Unrealized
BCE BCE INC COM NEW 0.1%
Value ($000) $590 Shares 12,000 Est. Cost $31.73 Unrealized +29.2%
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $581 Shares 2,920 Est. Cost $199.77 Unrealized +13.1%
NKE NIKE INC CL B 0.1%
Value ($000) $577 Shares 5,648 Est. Cost $132.81 Unrealized -16.2%
JHML JOHN HANCOCK MULTIFACTOR LARGE CAP ETF 0.1%
Value ($000) $574 Shares 12,030 Est. Cost $57.77 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.1%
Value ($000) $567 Shares 6,374 Est. Cost $88.96 Unrealized
EUSB ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF 0.1%
Value ($000) $566 Shares 12,875 Est. Cost $48.59 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.1%
Value ($000) $563 Shares 32,214 Est. Cost $19.80 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.1%
Value ($000) $558 Shares 6,083 Est. Cost $112.46 Unrealized -19.5%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $556 Shares 6,783 Est. Cost $67.87 Unrealized +19.3%
COMT ISHARES COMMODITIES SELECT STRATEGY ETF 0.1%
Value ($000) $556 Shares 13,590 Est. Cost $36.24 Unrealized
FDX FEDEX CORP COM 0.1%
Value ($000) $554 Shares 2,445 Est. Cost $199.86 Unrealized -1.6%
DOUBLELINE INCOME SOLUTIONS FD COM 0.1%
Value ($000) $553 Shares 45,613 Est. Cost $17.54 Unrealized
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.1%
Value ($000) $553 Shares 24,941 Est. Cost $24.01 Unrealized
XYZ BLOCK INC CL A 0.1%
Value ($000) $549 Shares 8,932 Est. Cost $134.17 Unrealized -31.9%
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.1%
Value ($000) $543 Shares 7,211 Est. Cost $86.92 Unrealized
ABR ARBOR REALTY TRUST INC COM 0.1%
Value ($000) $540 Shares 41,191 Est. Cost $9.25 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $529 Shares 21,704 Est. Cost $24.26 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.1%
Value ($000) $516 Shares 11,283 Est. Cost $86.78 Unrealized
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $516 Shares 2,173 Est. Cost $277.12 Unrealized -8.3%
IBB ISHARES BIOTECHNOLOGY FUND 0.1%
Value ($000) $507 Shares 4,311 Est. Cost $143.37 Unrealized
CNYA ISHARES MSCI CHINA A ETF 0.1%
Value ($000) $505 Shares 13,260 Est. Cost $36.89 Unrealized
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $504 Shares 11,001 Est. Cost $56.44 Unrealized
WDAY WORKDAY INC CL A 0.1%
Value ($000) $503 Shares 3,603 Est. Cost $247.61 Unrealized -26.6%
JCPB JPMORGAN CORE PLUS BOND ETF 0.1%
Value ($000) $500 Shares 10,417 Est. Cost $51.03 Unrealized
PJT PJT PARTNERS INC COM CL A 0.1%
Value ($000) $499 Shares 7,100 Est. Cost $68.04 Unrealized -1.5%
IWR ISHARES RUSSELL MID-CAP ETF 0.1%
Value ($000) $497 Shares 7,681 Est. Cost $79.10 Unrealized
FISV FISERV INC COM 0.1%
Value ($000) $492 Shares 5,525 Est. Cost $109.33 Unrealized -11.3%
CBRE GBL REAL ESTATE INC FD COM 0.1%
Value ($000) $491 Shares 67,574 Est. Cost $6.94 Unrealized
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 0.0%
Value ($000) $471 Shares 11,424 Est. Cost $49.50 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $465 Shares 14,902 Est. Cost $18.74 Unrealized +55.9%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $462 Shares 2,318 Est. Cost $296.09 Unrealized -28.4%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $459 Shares 7,142 Est. Cost $74.08 Unrealized -10.3%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $457 Shares 723 Est. Cost $43.46 Unrealized -1.0%
IJH ISHARES S&P MIDCAP FUND 0.0%
Value ($000) $456 Shares 2,016 Est. Cost $226.19 Unrealized
BBDC BARINGS BDC INC COM 0.0%
Value ($000) $456 Shares 48,948 Est. Cost $5.38 Unrealized +24.1%
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $450 Shares 21,542 Est. Cost $25.77 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $450 Shares 1,833 Est. Cost $207.48 Unrealized +5.6%
BRC BRADY CORP CL A 0.0%
Value ($000) $438 Shares 9,279 Est. Cost $43.28 Unrealized 0.0%
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $429 Shares 4,500 Est. Cost $146.28 Unrealized -24.9%
VIRTUS DIVIDEND INTEREST & PR COM 0.0%
Value ($000) $425 Shares 36,832 Est. Cost $15.62 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $424 Shares 7,405 Est. Cost $47.25 Unrealized +23.6%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $424 Shares 2,505 Est. Cost $158.41 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $410 Shares 1,611 Est. Cost $280.46 Unrealized -15.0%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $409 Shares 5,128 Est. Cost $62.40 Unrealized +11.1%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $409 Shares 4,060 Est. Cost $80.33 Unrealized +11.3%
WESTERN AST INFL LKD OPP & INM COM 0.0%
Value ($000) $407 Shares 38,686 Est. Cost $13.80 Unrealized
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $406 Shares 14,661 Est. Cost $32.22 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $403 Shares 1,775 Est. Cost $202.26 Unrealized +12.0%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $402 Shares 2,625 Est. Cost $139.77 Unrealized +5.8%
EOG EOG RES INC COM 0.0%
Value ($000) $400 Shares 3,619 Est. Cost $80.74 Unrealized +31.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $398 Shares 8,639 Est. Cost $39.02 Unrealized +7.4%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $397 Shares 6,277 Est. Cost $45.27 Unrealized +44.8%
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $396 Shares 10,400 Est. Cost $27.91 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $396 Shares 6,556 Est. Cost $66.70 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $394 Shares 2,720 Est. Cost $160.45 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $394 Shares 7,885 Est. Cost $50.08 Unrealized
BIZD VANECK BDC INCOME ETF 0.0%
Value ($000) $392 Shares 25,992 Est. Cost $17.55 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $391 Shares 1,434 Est. Cost $400.54 Unrealized -20.0%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $389 Shares 4,363 Est. Cost $154.07 Unrealized -15.5%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $386 Shares 10,192 Est. Cost $38.47 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $384 Shares 2,286 Est. Cost $204.68 Unrealized +1.7%
BBIN JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $380 Shares 8,026 Est. Cost $57.93 Unrealized
ICVT ISHARES CONVERTIBLE BOND ETF 0.0%
Value ($000) $377 Shares 5,441 Est. Cost $75.59 Unrealized
BBY BEST BUY INC COM 0.0%
Value ($000) $377 Shares 5,789 Est. Cost $93.63 Unrealized -25.4%
FDN FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 0.0%
Value ($000) $377 Shares 2,966 Est. Cost $230.77 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $375 Shares 2,795 Est. Cost $148.57 Unrealized
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $374 Shares 2,689 Est. Cost $236.94 Unrealized -33.1%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $373 Shares 5,648 Est. Cost $52.13 Unrealized
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.0%
Value ($000) $370 Shares 8,063 Est. Cost $47.77 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $368 Shares 4,451 Est. Cost $82.68 Unrealized
PGC PEAPACK-GLADSTONE FINL CORP COM 0.0%
Value ($000) $366 Shares 12,329 Est. Cost $28.11 Unrealized +10.9%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $365 Shares 10,634 Est. Cost $33.82 Unrealized
FTA FIRST TRUST LARGE CAP VALUE OPPORTUNITIES ALPHADEX FUND 0.0%
Value ($000) $359 Shares 5,786 Est. Cost $68.34 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $353 Shares 754 Est. Cost $411.17 Unrealized +4.2%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $351 Shares 5,204 Est. Cost $54.52 Unrealized +13.1%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $349 Shares 4,388 Est. Cost $77.52 Unrealized +5.6%
CTVA CORTEVA INC COM 0.0%
Value ($000) $348 Shares 6,422 Est. Cost $34.79 Unrealized +60.4%
SUSL ISHARES ESG MSCI USA LEADERS ETF 0.0%
Value ($000) $345 Shares 5,192 Est. Cost $76.61 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.0%
Value ($000) $345 Shares 10,145 Est. Cost $34.01 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $345 Shares 6,751 Est. Cost $32.22 Unrealized +65.9%
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $338 Shares 49,000 Est. Cost $8.02 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $338 Shares 2,006 Est. Cost $171.08 Unrealized +5.9%
EELV INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF 0.0%
Value ($000) $335 Shares 14,390 Est. Cost $23.28 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $332 Shares 4,188 Est. Cost $100.59 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $329 Shares 2,761 Est. Cost $119.16 Unrealized
ARBOR REALTY TRUST INC 0.0%
Value ($000) $328 Shares 25,000 Est. Cost Unrealized
CLOUGH GLOBAL OPPORTUNITIES FD SH BEN INT 0.0%
Value ($000) $328 Shares 44,580 Est. Cost $11.15 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $324 Shares 10,271 Est. Cost $37.69 Unrealized -17.6%
LMBS FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF 0.0%
Value ($000) $323 Shares 6,687 Est. Cost $51.30 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $322 Shares 3,406 Est. Cost $103.62 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $321 Shares 2,732 Est. Cost $114.86 Unrealized +7.4%
ACWI ISHARES MSCI ACWI INDEX FUND 0.0%
Value ($000) $319 Shares 3,804 Est. Cost $83.86 Unrealized
MAS MASCO CORP COM 0.0%
Value ($000) $319 Shares 6,312 Est. Cost $56.54 Unrealized -12.8%
O REALTY INCOME CORP COM 0.0%
Value ($000) $318 Shares 4,652 Est. Cost $49.07 Unrealized +15.1%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $315 Shares 4,802 Est. Cost $55.73 Unrealized +30.3%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $314 Shares 3,502 Est. Cost $100.97 Unrealized -11.0%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $314 Shares 7,916 Est. Cost $42.08 Unrealized -3.2%
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $311 Shares 5,579 Est. Cost $63.38 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $310 Shares 2,167 Est. Cost $142.94 Unrealized 0.0%
DE DEERE & CO COM 0.0%
Value ($000) $308 Shares 1,027 Est. Cost $265.66 Unrealized +31.6%
FRME FIRST MERCHANTS CORP COM 0.0%
Value ($000) $302 Shares 8,484 Est. Cost $25.94 Unrealized +32.0%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $298 Shares 6,338 Est. Cost $217.19 Unrealized -56.2%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $297 Shares 6,236 Est. Cost $50.84 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $295 Shares 2,273 Est. Cost $120.69 Unrealized +0.3%
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $295 Shares 19,328 Est. Cost $20.74 Unrealized
FORTRESS TRANS INFRST INVS LLC CL A COM SHS 0.0%
Value ($000) $290 Shares 14,993 Est. Cost $27.21 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $288 Shares 1,700 Est. Cost $145.93 Unrealized +10.9%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $288 Shares 1,675 Est. Cost $193.45 Unrealized -13.8%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $287 Shares 164 Est. Cost $2208.48 Unrealized -5.0%
AOR ISHARES GROWTH ALLOCATION FUND 0.0%
Value ($000) $285 Shares 5,946 Est. Cost $47.93 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $285 Shares 1,158 Est. Cost $291.41 Unrealized -12.5%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $283 Shares 1,364 Est. Cost $251.63 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value ($000) $282 Shares 4,039 Est. Cost $68.23 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $281 Shares 1,783 Est. Cost $178.95 Unrealized -10.3%
FAAR FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETF 0.0%
Value ($000) $280 Shares 8,404 Est. Cost $29.66 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.0%
Value ($000) $275 Shares 3,536 Est. Cost $81.98 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $274 Shares 4,663 Est. Cost $65.00 Unrealized
MTB M & T BK CORP COM 0.0%
Value ($000) $271 Shares 1,702 Est. Cost $149.08 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $271 Shares 20,220 Est. Cost $18.55 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $271 Shares 1,208 Est. Cost $297.95 Unrealized -16.7%
KKR KKR & CO INC COM 0.0%
Value ($000) $270 Shares 5,827 Est. Cost $60.61 Unrealized -16.0%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $270 Shares 2,400 Est. Cost $45.58 Unrealized +13.0%
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 0.0%
Value ($000) $269 Shares 15,595 Est. Cost $17.25 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $268 Shares 5,189 Est. Cost $41.08 Unrealized +26.1%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $268 Shares 6,399 Est. Cost $46.63 Unrealized -15.7%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $267 Shares 9,029 Est. Cost $28.01 Unrealized 0.0%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $267 Shares 2,934 Est. Cost $133.52 Unrealized -20.6%
SYY SYSCO CORP COM 0.0%
Value ($000) $265 Shares 3,132 Est. Cost $71.47 Unrealized +6.0%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $264 Shares 552 Est. Cost $349.42 Unrealized +23.9%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $260 Shares 1,110 Est. Cost $262.59 Unrealized
ABG ASBURY AUTOMOTIVE GROUP INC COM 0.0%
Value ($000) $260 Shares 1,535 Est. Cost $184.09 Unrealized -5.9%
AN AUTONATION INC COM 0.0%
Value ($000) $257 Shares 2,300 Est. Cost $113.41 Unrealized 0.0%
EATON VANCE RISK-MANAGED DIVER COM 0.0%
Value ($000) $257 Shares 30,609 Est. Cost $10.36 Unrealized
RPM RPM INTL INC COM 0.0%
Value ($000) $256 Shares 3,246 Est. Cost $88.02 Unrealized -4.5%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $254 Shares 6,218 Est. Cost $51.14 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.0%
Value ($000) $253 Shares 3,524 Est. Cost $71.79 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $251 Shares 1,433 Est. Cost $55.83 Unrealized -60.3%
BSJO INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $251 Shares 11,500 Est. Cost $25.15 Unrealized
PMT PENNYMAC MTG INVT TR COM 0.0%
Value ($000) $250 Shares 18,070 Est. Cost $17.26 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $245 Shares 4,220 Est. Cost $68.96 Unrealized -11.7%
COHEN & STEERS QUALITY INCOME COM 0.0%
Value ($000) $245 Shares 18,027 Est. Cost $16.59 Unrealized
CNOB CONNECTONE BANCORP INC COM 0.0%
Value ($000) $245 Shares 10,000 Est. Cost $12.52 Unrealized +97.2%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $244 Shares 4,136 Est. Cost $41.76 Unrealized +39.2%
XMVTX BLACKROCK MUNIVEST FD II INC COM 0.0%
Value ($000) $242 Shares 21,346 Est. Cost $14.85 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $239 Shares 3,812 Est. Cost $53.12 Unrealized +11.5%
BLACKSTONE STRATEGIC CREDIT FD COM SHS BEN IN 0.0%
Value ($000) $237 Shares 21,200 Est. Cost $13.95 Unrealized
MITT AG MTG INVT TR INC COM NEW 0.0%
Value ($000) $236 Shares 35,000 Est. Cost $10.09 Unrealized
AEE AMEREN CORP COM 0.0%
Value ($000) $235 Shares 2,600 Est. Cost $74.83 Unrealized +10.6%
RYAN RYAN SPECIALTY HOLDINGS INC CL A 0.0%
Value ($000) $232 Shares 5,909 Est. Cost $31.53 Unrealized +20.0%
CC CHEMOURS CO COM 0.0%
Value ($000) $231 Shares 7,211 Est. Cost $26.85 Unrealized +20.0%
GSK PLC SPONSORED ADR 0.0%
Value ($000) $231 Shares 5,312 Est. Cost $37.99 Unrealized
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $231 Shares 6,000 Est. Cost $34.53 Unrealized +15.1%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $228 Shares 1,916 Est. Cost $112.53 Unrealized 0.0%
POR PORTLAND GEN ELEC CO COM NEW 0.0%
Value ($000) $227 Shares 4,689 Est. Cost $44.36 Unrealized -4.6%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $227 Shares 2,967 Est. Cost $126.15 Unrealized -25.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $227 Shares 3,359 Est. Cost $71.25 Unrealized +1.1%
XMYDX BLACKROCK MUNIYIELD FD INC COM 0.0%
Value ($000) $226 Shares 20,323 Est. Cost $14.16 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $226 Shares 5,655 Est. Cost $96.42 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $224 Shares 22,420 Est. Cost $6.34 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $223 Shares 1,954 Est. Cost $109.84 Unrealized +2.8%
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.0%
Value ($000) $223 Shares 7,449 Est. Cost $37.66 Unrealized
TPL TEXAS PACIFIC LAND CORPORATION COM 0.0%
Value ($000) $223 Shares 150 Est. Cost $125.11 Unrealized +24.7%
STPZ PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $220 Shares 4,216 Est. Cost $52.18 Unrealized
JPMORGAN U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $220 Shares 4,577 Est. Cost $53.93 Unrealized
FMF FIRST TRUST MANAGED FUTURES STRATEGY FUND 0.0%
Value ($000) $217 Shares 4,203 Est. Cost $48.81 Unrealized
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $216 Shares 14,736 Est. Cost $14.66 Unrealized
EVRG EVERGY INC COM 0.0%
Value ($000) $215 Shares 3,300 Est. Cost $54.87 Unrealized +6.2%
IHE ISHARES U.S. PHARMACEUTICALS ETF 0.0%
Value ($000) $215 Shares 1,124 Est. Cost $185.83 Unrealized
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $214 Shares 4,846 Est. Cost $54.50 Unrealized
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $213 Shares 19,200 Est. Cost $13.98 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $212 Shares 1,042 Est. Cost $269.86 Unrealized
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $212 Shares 4,118 Est. Cost $51.73 Unrealized 0.0%
COHEN & STEERS TAX ADVAN PFD S COM 0.0%
Value ($000) $212 Shares 11,116 Est. Cost $19.07 Unrealized
WEX WEX INC COM 0.0%
Value ($000) $211 Shares 1,354 Est. Cost $163.08 Unrealized +0.4%
FTC FIRST TRUST LARGE CAP GROWTH OPPORTUNITIES ALPHADEX FUND 0.0%
Value ($000) $211 Shares 2,397 Est. Cost $118.35 Unrealized
HESS CORP COM 0.0%
Value ($000) $209 Shares 1,977 Est. Cost $107.19 Unrealized
LAZARD GLOBAL TOTAL RETURN & I COM 0.0%
Value ($000) $208 Shares 13,472 Est. Cost $20.43 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $208 Shares 4,717 Est. Cost $69.25 Unrealized -27.6%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $206 Shares 1,498 Est. Cost $153.54 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $206 Shares 2,048 Est. Cost $91.68 Unrealized +7.9%
RY ROYAL BK CDA COM 0.0%
Value ($000) $204 Shares 2,103 Est. Cost $80.05 Unrealized +27.8%
SPLUNK INC COM 0.0%
Value ($000) $204 Shares 2,304 Est. Cost $177.45 Unrealized
KNGZ FIRST TRUST US EQUITY DIVIDEND SELECT ETF 0.0%
Value ($000) $203 Shares 7,517 Est. Cost $27.01 Unrealized
BSMO INVESCO BULLETSHARES 2024 MUNICIPAL BOND ETF 0.0%
Value ($000) $202 Shares 8,110 Est. Cost $24.91 Unrealized
CDK GLOBAL INC COM 0.0%
Value ($000) $202 Shares 3,682 Est. Cost $54.86 Unrealized
INVESCO BULLETSHARES 2025 MUNICIPAL BOND ETF 0.0%
Value ($000) $202 Shares 8,255 Est. Cost $24.47 Unrealized
IVLU ISHARES MSCI INTL VALUE FACTOR ETF 0.0%
Value ($000) $201 Shares 9,074 Est. Cost $25.45 Unrealized
FDT FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND 0.0%
Value ($000) $200 Shares 4,182 Est. Cost $56.51 Unrealized
BSMQ INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF 0.0%
Value ($000) $200 Shares 8,450 Est. Cost $23.67 Unrealized
FJUL FT CBOE VEST U.S. EQUITY BUFFER ETF - JULY 0.0%
Value ($000) $200 Shares 6,050 Est. Cost $35.92 Unrealized
SPFF GLOBAL X SUPERINCOME PREFERRED ETF 0.0%
Value ($000) $196 Shares 19,017 Est. Cost $10.31 Unrealized
GSBD GOLDMAN SACHS BDC INC SHS 0.0%
Value ($000) $175 Shares 10,425 Est. Cost $18.46 Unrealized 0.0%
BARINGS GLOBAL SHORT DURATION COM 0.0%
Value ($000) $168 Shares 12,917 Est. Cost $16.03 Unrealized
PUTNAM MASTER INTER INCOME TR SH BEN INT 0.0%
Value ($000) $159 Shares 46,600 Est. Cost $4.23 Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $158 Shares 25,837 Est. Cost $6.16 Unrealized
VLY VALLEY NATL BANCORP COM 0.0%
Value ($000) $156 Shares 14,955 Est. Cost $7.43 Unrealized +60.0%
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $153 Shares 12,992 Est. Cost $14.89 Unrealized
LAKELAND BANCORP INC COM 0.0%
Value ($000) $147 Shares 10,055 Est. Cost $9.95 Unrealized
ADVENT CONV & INCOME FD COM 0.0%
Value ($000) $141 Shares 11,681 Est. Cost $19.26 Unrealized
CLOUGH GLOBAL DIVID & INCOME F COM 0.0%
Value ($000) $130 Shares 15,939 Est. Cost $11.67 Unrealized
NUVEEN NEW YORK AMT QLT MUNICP COM 0.0%
Value ($000) $126 Shares 11,359 Est. Cost $13.65 Unrealized
UROY URANIUM RTY CORP COM 0.0%
Value ($000) $124 Shares 54,700 Est. Cost $3.07 Unrealized +4.5%
OMEX ODYSSEY MARINE EXPL INC COM NEW 0.0%
Value ($000) $110 Shares 32,300 Est. Cost $5.27 Unrealized -8.4%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $108 Shares 10,999 Est. Cost $15.05 Unrealized -22.7%
VTRS VIATRIS INC COM 0.0%
Value ($000) $106 Shares 10,167 Est. Cost $11.05 Unrealized -16.0%
GINKGO BIOWORKS HOLDINGS INC CL A SHS 0.0%
Value ($000) $104 Shares 43,550 Est. Cost $4.04 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $97 Shares 12,850 Est. Cost $9.10 Unrealized
SOUTHWESTERN ENERGY CO COM 0.0%
Value ($000) $92 Shares 14,681 Est. Cost $2.38 Unrealized
RKT ROCKET COS INC COM CL A 0.0%
Value ($000) $85 Shares 11,500 Est. Cost $8.17 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $81 Shares 15,325 Est. Cost $15.89 Unrealized -57.5%
OPK OPKO HEALTH INC COM 0.0%
Value ($000) $78 Shares 30,850 Est. Cost $3.72 Unrealized -21.6%
CONTRAFECT CORP COM NEW 0.0%
Value ($000) $68 Shares 22,212 Est. Cost $3.74 Unrealized
OFFERPAD SOLUTIONS INC COM CL A 0.0%
Value ($000) $65 Shares 30,000 Est. Cost $2.17 Unrealized
FLUENT INC COM 0.0%
Value ($000) $60 Shares 50,248 Est. Cost $2.09 Unrealized
HELIOGEN INC COMMON STOCK 0.0%
Value ($000) $45 Shares 21,276 Est. Cost $5.26 Unrealized
APPHARVEST INC COM 0.0%
Value ($000) $44 Shares 12,500 Est. Cost $5.18 Unrealized
SYNCHRONOSS TECHNOLOGIES INC COM 0.0%
Value ($000) $35 Shares 30,524 Est. Cost $2.42 Unrealized
ELEVATE CREDIT INC COM 0.0%
Value ($000) $24 Shares 10,000 Est. Cost $2.60 Unrealized
GOLD STD VENTURES CORP COM 0.0%
Value ($000) $22 Shares 70,000 Est. Cost $0.78 Unrealized
APTOSE BIOSCIENCES INC COM NEW 0.0%
Value ($000) $18 Shares 24,000 Est. Cost $6.00 Unrealized
CELG-R BRISTOL-MYERS SQUIBB CO CONTIN VAL RT 0.0%
Value ($000) $16 Shares 117,775 Est. Cost $0.39 Unrealized
SUNDIAL GROWERS INC COM 0.0%
Value ($000) $13 Shares 40,000 Est. Cost $0.68 Unrealized
OUTLOOK THERAPEUTICS INC COM NEW 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.40 Unrealized