Center for Financial Planning, Inc. Diversified Active

CIK: 0001803557 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 25, 2024

Total Value ($000): $669,022 (100.0% shares, 0.0% debt)

Holdings (608)

VOO VANGUARD INDEX FDS 36.3%
Value ($000) $242,892 Shares 505,287 Est. Cost $380.45 Unrealized
IEFA ISHARES TR 11.2%
Value ($000) $75,044 Shares 1,011,096 Est. Cost $65.92 Unrealized
VBR VANGUARD INDEX FDS 7.0%
Value ($000) $46,806 Shares 243,933 Est. Cost $143.85 Unrealized
AGG ISHARES TR 6.2%
Value ($000) $41,733 Shares 426,112 Est. Cost $98.05 Unrealized
VB VANGUARD INDEX FDS 4.8%
Value ($000) $32,193 Shares 140,835 Est. Cost $173.28 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 3.3%
Value ($000) $22,083 Shares 528,692 Est. Cost $41.30 Unrealized
QUAL ISHARES TR 2.9%
Value ($000) $19,149 Shares 116,513 Est. Cost $100.71 Unrealized
MSFT MICROSOFT CORP 1.9%
Value ($000) $12,978 Shares 30,847 Est. Cost $154.53 Unrealized +158.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.8%
Value ($000) $12,054 Shares 19 Est. Cost $325723.70 Unrealized +82.3%
VXUS VANGUARD STAR FDS 1.3%
Value ($000) $8,635 Shares 143,203 Est. Cost $49.65 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $5,774 Shares 13,730 Est. Cost $208.26 Unrealized +88.9%
AAPL APPLE INC 0.8%
Value ($000) $5,302 Shares 30,919 Est. Cost $108.57 Unrealized +66.0%
AMZN AMAZON COM INC 0.7%
Value ($000) $4,651 Shares 25,784 Est. Cost $119.86 Unrealized +39.3%
VBK VANGUARD INDEX FDS 0.5%
Value ($000) $3,633 Shares 13,936 Est. Cost $233.74 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $3,609 Shares 18,017 Est. Cost $110.81 Unrealized +56.7%
GOOG ALPHABET INC 0.5%
Value ($000) $3,355 Shares 22,032 Est. Cost $109.01 Unrealized +31.4%
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $3,313 Shares 6,334 Est. Cost $395.10 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $3,207 Shares 19,766 Est. Cost $109.13 Unrealized +37.3%
RJF RAYMOND JAMES FINL INC 0.5%
Value ($000) $3,105 Shares 24,181 Est. Cost $66.60 Unrealized +70.3%
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $2,864 Shares 8,321 Est. Cost $194.78 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $2,720 Shares 14,938 Est. Cost $82.50 Unrealized +96.3%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $2,443 Shares 15,446 Est. Cost $121.58 Unrealized +23.6%
IJH ISHARES TR 0.4%
Value ($000) $2,431 Shares 40,024 Est. Cost $93.16 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $2,388 Shares 4,108 Est. Cost $304.71 Unrealized +83.0%
CRM SALESFORCE INC 0.3%
Value ($000) $2,312 Shares 7,677 Est. Cost $163.85 Unrealized +74.0%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $2,171 Shares 33,973 Est. Cost $62.46 Unrealized -11.3%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $2,163 Shares 13,712 Est. Cost $93.62 Unrealized +48.5%
ABT ABBOTT LABS 0.3%
Value ($000) $2,028 Shares 17,844 Est. Cost $81.40 Unrealized +36.1%
VGT VANGUARD WORLD FD 0.3%
Value ($000) $2,013 Shares 3,840 Est. Cost $266.41 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $2,008 Shares 22,299 Est. Cost $63.74 Unrealized +27.6%
MRK MERCK & CO INC 0.3%
Value ($000) $1,975 Shares 14,968 Est. Cost $71.40 Unrealized +62.1%
HD HOME DEPOT INC 0.3%
Value ($000) $1,972 Shares 5,141 Est. Cost $245.60 Unrealized +41.9%
SYK STRYKER CORPORATION 0.3%
Value ($000) $1,906 Shares 5,325 Est. Cost $194.67 Unrealized +69.7%
EAGG ISHARES TR 0.3%
Value ($000) $1,891 Shares 40,192 Est. Cost $46.75 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.3%
Value ($000) $1,855 Shares 5,227 Est. Cost $198.00 Unrealized +62.9%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,821 Shares 15,663 Est. Cost $57.40 Unrealized +70.9%
PEP PEPSICO INC 0.3%
Value ($000) $1,814 Shares 10,363 Est. Cost $113.85 Unrealized +38.1%
MCK MCKESSON CORP 0.3%
Value ($000) $1,813 Shares 3,377 Est. Cost $138.29 Unrealized +264.1%
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $1,794 Shares 11,018 Est. Cost $113.64 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $1,761 Shares 6,775 Est. Cost $173.59 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,640 Shares 7,202 Est. Cost $114.77 Unrealized +76.8%
CSCO CISCO SYS INC 0.2%
Value ($000) $1,503 Shares 30,119 Est. Cost $42.35 Unrealized +11.5%
KO COCA COLA CO 0.2%
Value ($000) $1,476 Shares 24,124 Est. Cost $44.89 Unrealized +26.3%
ETN EATON CORP PLC 0.2%
Value ($000) $1,398 Shares 4,471 Est. Cost $103.99 Unrealized +157.3%
VV VANGUARD INDEX FDS 0.2%
Value ($000) $1,380 Shares 5,758 Est. Cost $150.66 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $1,364 Shares 1,029 Est. Cost $43.11 Unrealized +181.2%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $1,311 Shares 4,885 Est. Cost $146.31 Unrealized +69.3%
VSS VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,285 Shares 11,001 Est. Cost $107.77 Unrealized
VO VANGUARD INDEX FDS 0.2%
Value ($000) $1,273 Shares 5,096 Est. Cost $177.32 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $1,260 Shares 5,123 Est. Cost $159.75 Unrealized +47.5%
IJR ISHARES TR 0.2%
Value ($000) $1,240 Shares 11,218 Est. Cost $84.19 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $1,113 Shares 7,376 Est. Cost $111.85 Unrealized +26.9%
F FORD MTR CO DEL 0.1%
Value ($000) $1,003 Shares 75,497 Est. Cost $7.57 Unrealized +41.2%
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,001 Shares 26,030 Est. Cost $56.87 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $1,000 Shares 19,932 Est. Cost $47.48 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $945 Shares 4,783 Est. Cost $184.76 Unrealized +0.7%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $940 Shares 9,711 Est. Cost $62.25 Unrealized +35.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $925 Shares 3,280 Est. Cost $178.31 Unrealized +55.9%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $897 Shares 2,108 Est. Cost $423.79 Unrealized +0.8%
GIS GENERAL MLS INC 0.1%
Value ($000) $888 Shares 12,690 Est. Cost $42.80 Unrealized +41.6%
EMR EMERSON ELEC CO 0.1%
Value ($000) $874 Shares 7,702 Est. Cost $68.10 Unrealized +45.9%
MMM 3M CO 0.1%
Value ($000) $867 Shares 8,171 Est. Cost $111.71 Unrealized -29.0%
ADC AGREE RLTY CORP 0.1%
Value ($000) $847 Shares 14,834 Est. Cost $66.22 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $795 Shares 3,944 Est. Cost $53.30 Unrealized +208.4%
DHR DANAHER CORPORATION 0.1%
Value ($000) $787 Shares 3,151 Est. Cost $126.30 Unrealized +91.2%
IWN ISHARES TR 0.1%
Value ($000) $775 Shares 4,880 Est. Cost $123.39 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $709 Shares 8,433 Est. Cost $57.56 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $696 Shares 3,364 Est. Cost $62.89 Unrealized +171.3%
DFUS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $694 Shares 12,183 Est. Cost $47.11 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $686 Shares 2,648 Est. Cost $160.35 Unrealized +50.4%
IWM ISHARES TR 0.1%
Value ($000) $679 Shares 3,230 Est. Cost $164.44 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $677 Shares 16,143 Est. Cost $41.37 Unrealized -13.2%
IJS ISHARES TR 0.1%
Value ($000) $675 Shares 6,572 Est. Cost $91.72 Unrealized
RBLX ROBLOX CORP 0.1%
Value ($000) $661 Shares 17,322 Est. Cost $53.87 Unrealized -24.7%
VDE VANGUARD WORLD FD 0.1%
Value ($000) $646 Shares 4,907 Est. Cost $41.50 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $624 Shares 2,080 Est. Cost $94.61 Unrealized +182.3%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $610 Shares 3,195 Est. Cost $120.06 Unrealized +43.7%
TSLA TESLA INC 0.1%
Value ($000) $596 Shares 3,390 Est. Cost $222.19 Unrealized -12.1%
WMT WALMART INC 0.1%
Value ($000) $588 Shares 9,774 Est. Cost $50.83 Unrealized +10.2%
LLY ELI LILLY & CO 0.1%
Value ($000) $587 Shares 755 Est. Cost $466.88 Unrealized +50.5%
DTE DTE ENERGY CO 0.1%
Value ($000) $558 Shares 4,972 Est. Cost $92.55 Unrealized +9.0%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $547 Shares 10,813 Est. Cost $49.66 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $545 Shares 3,074 Est. Cost $131.17 Unrealized +20.2%
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $541 Shares 13,216 Est. Cost $31.63 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $539 Shares 1,026 Est. Cost $382.17 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $524 Shares 2,903 Est. Cost $118.26 Unrealized +47.8%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $506 Shares 5,528 Est. Cost $76.08 Unrealized +11.7%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $499 Shares 552 Est. Cost $28.58 Unrealized +153.4%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $495 Shares 6,511 Est. Cost $70.76 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $488 Shares 1,969 Est. Cost $129.61 Unrealized +72.1%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $487 Shares 2,012 Est. Cost $215.94 Unrealized +7.7%
PFE PFIZER INC 0.1%
Value ($000) $478 Shares 17,222 Est. Cost $30.13 Unrealized -18.2%
META META PLATFORMS INC 0.1%
Value ($000) $477 Shares 983 Est. Cost $218.57 Unrealized +102.8%
MDT MEDTRONIC PLC 0.1%
Value ($000) $468 Shares 5,365 Est. Cost $85.30 Unrealized -5.4%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $464 Shares 3,122 Est. Cost $109.21 Unrealized +24.9%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $460 Shares 1,037 Est. Cost $281.78 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $459 Shares 3,753 Est. Cost $148.79 Unrealized -31.2%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $444 Shares 10,239 Est. Cost $39.66 Unrealized +2.5%
EFV ISHARES TR 0.1%
Value ($000) $429 Shares 7,891 Est. Cost $35.67 Unrealized
V VISA INC 0.1%
Value ($000) $419 Shares 1,500 Est. Cost $184.14 Unrealized +47.9%
EFA ISHARES TR 0.1%
Value ($000) $408 Shares 5,109 Est. Cost $67.71 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $407 Shares 9,096 Est. Cost $43.54 Unrealized -11.3%
IQV IQVIA HLDGS INC 0.1%
Value ($000) $406 Shares 1,604 Est. Cost $162.20 Unrealized +43.9%
CME CME GROUP INC 0.1%
Value ($000) $404 Shares 1,876 Est. Cost $163.86 Unrealized +20.4%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $404 Shares 816 Est. Cost $289.80 Unrealized +68.7%
IWF ISHARES TR 0.1%
Value ($000) $385 Shares 1,141 Est. Cost $219.80 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $383 Shares 5,470 Est. Cost $51.21 Unrealized +34.5%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $383 Shares 7,624 Est. Cost $30.83 Unrealized +35.6%
CACC CREDIT ACCEP CORP MICH 0.1%
Value ($000) $370 Shares 670 Est. Cost $521.21 Unrealized +5.3%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $366 Shares 26,272 Est. Cost $11.09 Unrealized +7.7%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $364 Shares 3,807 Est. Cost $83.83 Unrealized +0.2%
FISV FISERV INC 0.1%
Value ($000) $364 Shares 2,275 Est. Cost $102.56 Unrealized +42.0%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $343 Shares 2,051 Est. Cost $128.31 Unrealized +22.1%
TJX TJX COS INC NEW 0.1%
Value ($000) $340 Shares 3,355 Est. Cost $54.69 Unrealized +73.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $340 Shares 2,473 Est. Cost $94.40 Unrealized +37.5%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $331 Shares 1,553 Est. Cost $210.24 Unrealized -3.8%
WPP WPP PLC NEW 0.0%
Value ($000) $316 Shares 6,666 Est. Cost $61.37 Unrealized
PPL PPL CORP 0.0%
Value ($000) $314 Shares 11,414 Est. Cost $25.17 Unrealized -0.8%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $307 Shares 3,134 Est. Cost $128.41 Unrealized -33.7%
DAN DANA INC 0.0%
Value ($000) $305 Shares 24,000 Est. Cost $14.55 Unrealized -15.9%
RTX RTX CORPORATION 0.0%
Value ($000) $297 Shares 3,042 Est. Cost $69.65 Unrealized +24.7%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $295 Shares 1,012 Est. Cost $168.82 Unrealized +65.1%
ALL ALLSTATE CORP 0.0%
Value ($000) $287 Shares 1,656 Est. Cost $91.34 Unrealized +66.3%
AON AON PLC 0.0%
Value ($000) $285 Shares 853 Est. Cost $178.56 Unrealized +71.4%
IYW ISHARES TR 0.0%
Value ($000) $284 Shares 2,100 Est. Cost $120.83 Unrealized
T AT&T INC 0.0%
Value ($000) $277 Shares 15,762 Est. Cost $17.48 Unrealized -10.6%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $275 Shares 3,650 Est. Cost $81.92 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $275 Shares 3,347 Est. Cost $69.71 Unrealized -0.6%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $272 Shares 1,370 Est. Cost $144.68 Unrealized +9.9%
DXCM DEXCOM INC 0.0%
Value ($000) $268 Shares 1,930 Est. Cost $124.71 Unrealized +0.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $261 Shares 5,984 Est. Cost $31.45 Unrealized +13.5%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $257 Shares 3,406 Est. Cost $76.44 Unrealized -1.9%
EGP EASTGROUP PPTYS INC 0.0%
Value ($000) $243 Shares 1,350 Est. Cost $169.27 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $242 Shares 851 Est. Cost $197.86 Unrealized +39.5%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $234 Shares 2,703 Est. Cost $89.99 Unrealized
ARISTA NETWORKS INC 0.0%
Value ($000) $232 Shares 800 Est. Cost $289.98 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $228 Shares 311 Est. Cost $360.36 Unrealized +96.1%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $222 Shares 1,831 Est. Cost $99.45 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $221 Shares 5,618 Est. Cost $25.03 Unrealized +36.3%
SDY SPDR SER TR 0.0%
Value ($000) $221 Shares 1,687 Est. Cost $109.09 Unrealized
SLYV SPDR SER TR 0.0%
Value ($000) $221 Shares 2,667 Est. Cost $83.91 Unrealized
BA BOEING CO 0.0%
Value ($000) $218 Shares 1,128 Est. Cost $296.75 Unrealized -30.8%
ORCL ORACLE CORP 0.0%
Value ($000) $217 Shares 1,726 Est. Cost $60.81 Unrealized +84.8%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $215 Shares 3,298 Est. Cost $58.74 Unrealized -3.6%
STE STERIS PLC 0.0%
Value ($000) $215 Shares 958 Est. Cost $219.07 Unrealized +1.3%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $206 Shares 1,174 Est. Cost $64.94 Unrealized +79.3%
IYR ISHARES TR 0.0%
Value ($000) $206 Shares 2,286 Est. Cost $93.20 Unrealized
LCNB LCNB CORP 0.0%
Value ($000) $202 Shares 12,664 Est. Cost $12.79 Unrealized +3.7%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $202 Shares 443 Est. Cost $338.64 Unrealized +22.8%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $194 Shares 375 Est. Cost $268.63 Unrealized +79.4%
IWO ISHARES TR 0.0%
Value ($000) $193 Shares 714 Est. Cost $169.77 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $188 Shares 1,221 Est. Cost $170.31 Unrealized -19.8%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $188 Shares 473 Est. Cost $318.74 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $187 Shares 4,921 Est. Cost $30.24 Unrealized +8.5%
PSA PUBLIC STORAGE 0.0%
Value ($000) $184 Shares 636 Est. Cost $169.71 Unrealized +56.2%
NFLX NETFLIX INC 0.0%
Value ($000) $179 Shares 295 Est. Cost $32.76 Unrealized +72.1%
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $173 Shares 4,410 Est. Cost $61.57 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $163 Shares 826 Est. Cost $103.31 Unrealized +71.6%
CVS CVS HEALTH CORP 0.0%
Value ($000) $162 Shares 2,036 Est. Cost $65.26 Unrealized +8.5%
BX BLACKSTONE INC 0.0%
Value ($000) $151 Shares 1,150 Est. Cost $89.92 Unrealized +32.0%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $144 Shares 300 Est. Cost $408.88 Unrealized +10.7%
PPG PPG INDS INC 0.0%
Value ($000) $140 Shares 968 Est. Cost $112.51 Unrealized +20.8%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $136 Shares 1,408 Est. Cost $76.04 Unrealized +16.3%
QCOM QUALCOMM INC 0.0%
Value ($000) $135 Shares 796 Est. Cost $137.48 Unrealized +8.0%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $134 Shares 535 Est. Cost $85.88 Unrealized +175.3%
EOG EOG RES INC 0.0%
Value ($000) $129 Shares 1,007 Est. Cost $110.37 Unrealized 0.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $128 Shares 350 Est. Cost $176.74 Unrealized +76.0%
VFQY VANGUARD WELLINGTON FD 0.0%
Value ($000) $123 Shares 900 Est. Cost $63.57 Unrealized
IWY ISHARES TR 0.0%
Value ($000) $121 Shares 618 Est. Cost $97.47 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $119 Shares 221 Est. Cost $262.69 Unrealized +108.0%
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $116 Shares 600 Est. Cost $113.35 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $115 Shares 737 Est. Cost $124.69 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $114 Shares 2,100 Est. Cost $44.86 Unrealized
HRB BLOCK H & R INC 0.0%
Value ($000) $113 Shares 2,303 Est. Cost $38.26 Unrealized +17.6%
USPH U S PHYSICAL THERAPY 0.0%
Value ($000) $113 Shares 1,001 Est. Cost $84.22 Unrealized +18.5%
JBL JABIL INC 0.0%
Value ($000) $112 Shares 837 Est. Cost $80.05 Unrealized +67.1%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $108 Shares 1,803 Est. Cost $67.17 Unrealized -21.8%
MRNA MODERNA INC 0.0%
Value ($000) $105 Shares 988 Est. Cost $93.57 Unrealized +7.7%
TGT TARGET CORP 0.0%
Value ($000) $103 Shares 583 Est. Cost $121.07 Unrealized +17.3%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $103 Shares 258 Est. Cost $310.94 Unrealized +21.5%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $103 Shares 1,685 Est. Cost $37.89 Unrealized +37.1%
BP BP PLC 0.0%
Value ($000) $100 Shares 2,654 Est. Cost $33.65 Unrealized
CACI CACI INTL INC 0.0%
Value ($000) $100 Shares 263 Est. Cost $250.11 Unrealized +42.1%
USRT ISHARES TR 0.0%
Value ($000) $100 Shares 1,850 Est. Cost $43.24 Unrealized
CVSA ADTALEM GLOBAL ED INC 0.0%
Value ($000) $98 Shares 1,910 Est. Cost $44.47 Unrealized +17.4%
IWB ISHARES TR 0.0%
Value ($000) $96 Shares 332 Est. Cost $288.03 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $95 Shares 1,757 Est. Cost $48.15 Unrealized -4.1%
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $95 Shares 1,518 Est. Cost $57.48 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $94 Shares 1,100 Est. Cost $45.85 Unrealized +71.8%
OGE OGE ENERGY CORP 0.0%
Value ($000) $94 Shares 2,738 Est. Cost $43.20 Unrealized -22.3%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $91 Shares 1,129 Est. Cost $66.86 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $88 Shares 332 Est. Cost $164.33 Unrealized +9.5%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $87 Shares 1,140 Est. Cost $75.28 Unrealized
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $86 Shares 350 Est. Cost $236.60 Unrealized -6.5%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $86 Shares 2,932 Est. Cost $28.19 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $81 Shares 820 Est. Cost $62.15 Unrealized +44.1%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $80 Shares 1,382 Est. Cost $34.10 Unrealized +61.1%
IJJ ISHARES TR 0.0%
Value ($000) $78 Shares 660 Est. Cost $133.50 Unrealized
MPB MID PENN BANCORP INC 0.0%
Value ($000) $78 Shares 3,894 Est. Cost $20.19 Unrealized 0.0%
INTU INTUIT 0.0%
Value ($000) $75 Shares 115 Est. Cost $379.53 Unrealized +66.3%
WESTROCK CO 0.0%
Value ($000) $73 Shares 1,479 Est. Cost $39.03 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $72 Shares 2,000 Est. Cost $28.16 Unrealized +22.8%
JMEE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $72 Shares 1,223 Est. Cost $45.79 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $72 Shares 1,305 Est. Cost $35.04 Unrealized +36.5%
IWD ISHARES TR 0.0%
Value ($000) $70 Shares 390 Est. Cost $159.82 Unrealized
DTD WISDOMTREE TR 0.0%
Value ($000) $69 Shares 982 Est. Cost $62.09 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $69 Shares 814 Est. Cost $65.26 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $68 Shares 1,535 Est. Cost $39.84 Unrealized +10.6%
ESGU ISHARES TR 0.0%
Value ($000) $68 Shares 588 Est. Cost $90.29 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $67 Shares 342 Est. Cost $202.62 Unrealized -10.1%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $64 Shares 1,338 Est. Cost $39.98 Unrealized +7.2%
IEMG ISHARES INC 0.0%
Value ($000) $64 Shares 1,232 Est. Cost $57.09 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $63 Shares 1,171 Est. Cost $51.19 Unrealized -5.0%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $63 Shares 345 Est. Cost $161.52 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $62 Shares 158 Est. Cost $219.35 Unrealized +73.2%
STT STATE STR CORP 0.0%
Value ($000) $62 Shares 800 Est. Cost $75.12 Unrealized -7.4%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $62 Shares 984 Est. Cost $37.17 Unrealized +47.5%
FE FIRSTENERGY CORP 0.0%
Value ($000) $60 Shares 1,559 Est. Cost $36.74 Unrealized -5.7%
CLX CLOROX CO DEL 0.0%
Value ($000) $60 Shares 393 Est. Cost $124.55 Unrealized +12.5%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $60 Shares 660 Est. Cost $77.11 Unrealized +9.1%
RMD RESMED INC 0.0%
Value ($000) $59 Shares 300 Est. Cost $180.21 Unrealized 0.0%
OKE ONEOK INC NEW 0.0%
Value ($000) $56 Shares 697 Est. Cost $55.42 Unrealized +20.4%
EQIX EQUINIX INC 0.0%
Value ($000) $55 Shares 67 Est. Cost $598.34 Unrealized +35.0%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $55 Shares 484 Est. Cost $53.36 Unrealized +69.7%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $55 Shares 941 Est. Cost $53.47 Unrealized
SMARTSHEET INC 0.0%
Value ($000) $55 Shares 1,432 Est. Cost $47.80 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $55 Shares 268 Est. Cost $156.75 Unrealized +15.3%
KRP KIMBELL RTY PARTNERS LP 0.0%
Value ($000) $54 Shares 3,508 Est. Cost $10.14 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value ($000) $53 Shares 375 Est. Cost $136.00 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $53 Shares 164 Est. Cost $187.20 Unrealized +63.6%
DOW DOW INC 0.0%
Value ($000) $52 Shares 903 Est. Cost $38.52 Unrealized +27.1%
CI THE CIGNA GROUP 0.0%
Value ($000) $52 Shares 143 Est. Cost $225.77 Unrealized +40.7%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $52 Shares 2,074 Est. Cost $19.10 Unrealized +20.3%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $51 Shares 205 Est. Cost $149.77 Unrealized +56.4%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $51 Shares 130 Est. Cost $426.37 Unrealized +8.4%
WDFC WD 40 CO 0.0%
Value ($000) $51 Shares 200 Est. Cost $174.18 Unrealized +43.6%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $51 Shares 187 Est. Cost $231.29 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $51 Shares 755 Est. Cost $134.98 Unrealized -54.6%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $50 Shares 650 Est. Cost $27.64 Unrealized +159.7%
D DOMINION ENERGY INC 0.0%
Value ($000) $50 Shares 1,016 Est. Cost $55.03 Unrealized -22.5%
AFG AMERICAN FINL GROUP INC OHIO 0.0%
Value ($000) $50 Shares 363 Est. Cost $76.86 Unrealized +42.3%
ALTG ALTA EQUIPMENT GROUP INC 0.0%
Value ($000) $49 Shares 3,817 Est. Cost $7.88 Unrealized +39.3%
ACM AECOM 0.0%
Value ($000) $49 Shares 500 Est. Cost $39.85 Unrealized +122.4%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $48 Shares 700 Est. Cost $61.00 Unrealized 0.0%
EXC EXELON CORP 0.0%
Value ($000) $48 Shares 1,265 Est. Cost $30.90 Unrealized +7.5%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $47 Shares 1,093 Est. Cost $27.83 Unrealized +38.1%
VEEV VEEVA SYS INC 0.0%
Value ($000) $46 Shares 200 Est. Cost $215.79 Unrealized 0.0%
MARATHON OIL CORP 0.0%
Value ($000) $46 Shares 1,631 Est. Cost $10.52 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $46 Shares 91 Est. Cost $294.23 Unrealized +94.8%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $46 Shares 631 Est. Cost $77.89 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $45 Shares 352 Est. Cost $72.41 Unrealized +63.3%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $45 Shares 671 Est. Cost $55.81 Unrealized
ENR ENERGIZER HLDGS INC NEW 0.0%
Value ($000) $45 Shares 1,542 Est. Cost $34.43 Unrealized -20.3%
MET METLIFE INC 0.0%
Value ($000) $44 Shares 597 Est. Cost $60.76 Unrealized +8.7%
ESGD ISHARES TR 0.0%
Value ($000) $44 Shares 545 Est. Cost $75.21 Unrealized
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $43 Shares 600 Est. Cost $74.58 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $43 Shares 60 Est. Cost $204.61 Unrealized +208.4%
VCR VANGUARD WORLD FD 0.0%
Value ($000) $43 Shares 136 Est. Cost $227.94 Unrealized
JPRE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $43 Shares 981 Est. Cost $48.93 Unrealized
CSX CSX CORP 0.0%
Value ($000) $43 Shares 1,160 Est. Cost $27.89 Unrealized +27.2%
TRMK TRUSTMARK CORP 0.0%
Value ($000) $42 Shares 1,500 Est. Cost $25.60 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $42 Shares 147 Est. Cost $87.29 Unrealized +80.7%
MAS MASCO CORP 0.0%
Value ($000) $41 Shares 517 Est. Cost $51.45 Unrealized +35.6%
TMUS T-MOBILE US INC 0.0%
Value ($000) $41 Shares 249 Est. Cost $114.72 Unrealized +37.9%
NOW SERVICENOW INC 0.0%
Value ($000) $40 Shares 53 Est. Cost $71.80 Unrealized +111.0%
EIX EDISON INTL 0.0%
Value ($000) $40 Shares 570 Est. Cost $53.69 Unrealized +16.6%
BLD TOPBUILD CORP 0.0%
Value ($000) $40 Shares 90 Est. Cost $201.18 Unrealized +94.4%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $39 Shares 145 Est. Cost $206.88 Unrealized +17.6%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $39 Shares 512 Est. Cost $21.62 Unrealized +32.0%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $39 Shares 189 Est. Cost $129.11 Unrealized +39.7%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $39 Shares 1,335 Est. Cost $46.51 Unrealized -36.2%
SO SOUTHERN CO 0.0%
Value ($000) $39 Shares 540 Est. Cost $49.57 Unrealized +30.6%
CBU COMMUNITY BK SYS INC 0.0%
Value ($000) $37 Shares 780 Est. Cost $55.58 Unrealized -21.3%
MGC VANGUARD WORLD FD 0.0%
Value ($000) $36 Shares 195 Est. Cost $156.46 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $36 Shares 1,003 Est. Cost $27.72 Unrealized +13.8%
IOO ISHARES TR 0.0%
Value ($000) $36 Shares 404 Est. Cost $76.06 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $36 Shares 597 Est. Cost $43.55 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $36 Shares 850 Est. Cost $33.93 Unrealized
BOX BOX INC 0.0%
Value ($000) $35 Shares 1,250 Est. Cost $26.85 Unrealized 0.0%
ARTY ISHARES TR 0.0%
Value ($000) $35 Shares 1,029 Est. Cost $30.54 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $34 Shares 185 Est. Cost $47.25 Unrealized +197.0%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $34 Shares 217 Est. Cost $143.66 Unrealized -5.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $34 Shares 370 Est. Cost $72.81 Unrealized +13.9%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $33 Shares 847 Est. Cost $33.55 Unrealized
MAINSTAY MACKAY DEFINEDTERM 0.0%
Value ($000) $33 Shares 2,000 Est. Cost $15.93 Unrealized
RGEN REPLIGEN CORP 0.0%
Value ($000) $32 Shares 175 Est. Cost $181.94 Unrealized +4.7%
BLFS BIOLIFE SOLUTIONS INC 0.0%
Value ($000) $32 Shares 1,714 Est. Cost $40.43 Unrealized -56.8%
L LOEWS CORP 0.0%
Value ($000) $31 Shares 400 Est. Cost $55.15 Unrealized +33.3%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $31 Shares 725 Est. Cost $34.71 Unrealized
COHR COHERENT CORP 0.0%
Value ($000) $30 Shares 500 Est. Cost $47.89 Unrealized +14.5%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $30 Shares 610 Est. Cost $54.33 Unrealized
IYF ISHARES TR 0.0%
Value ($000) $30 Shares 310 Est. Cost $101.61 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $29 Shares 313 Est. Cost $80.89 Unrealized +2.9%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $29 Shares 3,345 Est. Cost $17.39 Unrealized -44.6%
BHP BHP GROUP LTD 0.0%
Value ($000) $29 Shares 500 Est. Cost $54.00 Unrealized
PID INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $28 Shares 1,521 Est. Cost $16.44 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $28 Shares 163 Est. Cost $120.11 Unrealized +52.7%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $27 Shares 333 Est. Cost $84.06 Unrealized -10.5%
EEM ISHARES TR 0.0%
Value ($000) $27 Shares 653 Est. Cost $44.83 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $27 Shares 825 Est. Cost $28.56 Unrealized
FJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $27 Shares 600 Est. Cost $44.45 Unrealized
MAG SILVER CORP 0.0%
Value ($000) $26 Shares 2,500 Est. Cost $14.32 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $26 Shares 46 Est. Cost $177.66 Unrealized +180.6%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $25 Shares 300 Est. Cost $66.93 Unrealized +14.7%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $25 Shares 144 Est. Cost $132.52 Unrealized +2.4%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $24 Shares 200 Est. Cost $117.79 Unrealized 0.0%
ZS ZSCALER INC 0.0%
Value ($000) $24 Shares 124 Est. Cost $189.19 Unrealized +18.3%
PLPC PREFORMED LINE PRODS CO 0.0%
Value ($000) $24 Shares 185 Est. Cost $62.29 Unrealized +105.4%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $23 Shares 300 Est. Cost $68.48 Unrealized 0.0%
HUBB HUBBELL INC 0.0%
Value ($000) $23 Shares 56 Est. Cost $353.24 Unrealized 0.0%
GABELLI DIVID & INCOME TR 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $22.98 Unrealized
KELLANOVA 0.0%
Value ($000) $23 Shares 400 Est. Cost $53.59 Unrealized -3.0%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $23 Shares 264 Est. Cost $61.25 Unrealized +22.1%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $23 Shares 252 Est. Cost $81.89 Unrealized 0.0%
IWS ISHARES TR 0.0%
Value ($000) $23 Shares 180 Est. Cost $116.79 Unrealized
GLW CORNING INC 0.0%
Value ($000) $22 Shares 670 Est. Cost $25.97 Unrealized +17.3%
SPSM SPDR SER TR 0.0%
Value ($000) $22 Shares 500 Est. Cost $36.00 Unrealized
COR CENCORA INC 0.0%
Value ($000) $21 Shares 88 Est. Cost $226.42 Unrealized 0.0%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $21 Shares 122 Est. Cost $125.00 Unrealized
HPQ HP INC 0.0%
Value ($000) $21 Shares 695 Est. Cost $25.35 Unrealized +7.8%
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $21 Shares 300 Est. Cost $69.77 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $21 Shares 50 Est. Cost $422.74 Unrealized 0.0%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $21 Shares 388 Est. Cost $49.33 Unrealized +0.2%
BLACKROCK INC 0.0%
Value ($000) $21 Shares 25 Est. Cost $569.94 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $21 Shares 165 Est. Cost $90.91 Unrealized
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $21 Shares 500 Est. Cost $18.49 Unrealized +115.3%
NVS NOVARTIS AG 0.0%
Value ($000) $20 Shares 210 Est. Cost $94.56 Unrealized
CMA COMERICA INC 0.0%
Value ($000) $20 Shares 364 Est. Cost $50.64 Unrealized -6.0%
CTVA CORTEVA INC 0.0%
Value ($000) $20 Shares 341 Est. Cost $26.25 Unrealized +92.8%
DFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $20 Shares 500 Est. Cost $39.11 Unrealized
FNB F N B CORP 0.0%
Value ($000) $20 Shares 1,385 Est. Cost $9.60 Unrealized +31.8%
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $19 Shares 150 Est. Cost $68.70 Unrealized +65.3%
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $19 Shares 331 Est. Cost $58.55 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $19 Shares 927 Est. Cost $20.33 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $19 Shares 54 Est. Cost $233.26 Unrealized +34.4%
ROST ROSS STORES INC 0.0%
Value ($000) $18 Shares 126 Est. Cost $140.37 Unrealized 0.0%
IRT INDEPENDENCE RLTY TR INC 0.0%
Value ($000) $18 Shares 1,134 Est. Cost $25.57 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $18 Shares 143 Est. Cost $98.57 Unrealized +9.2%
LEN LENNAR CORP 0.0%
Value ($000) $18 Shares 105 Est. Cost $113.48 Unrealized +28.9%
LOW LOWES COS INC 0.0%
Value ($000) $18 Shares 69 Est. Cost $155.62 Unrealized +42.7%
ANDE ANDERSONS INC 0.0%
Value ($000) $17 Shares 300 Est. Cost $52.01 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $17 Shares 115 Est. Cost $113.04 Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $17 Shares 356 Est. Cost $41.09 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $16 Shares 125 Est. Cost $130.23 Unrealized -5.8%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $16 Shares 94 Est. Cost $116.73 Unrealized +35.3%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $16 Shares 87 Est. Cost $160.92 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $15 Shares 100 Est. Cost $137.53 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $15 Shares 230 Est. Cost $56.90 Unrealized +1.3%
FSK FS KKR CAP CORP 0.0%
Value ($000) $15 Shares 799 Est. Cost $13.02 Unrealized +13.6%
JNK SPDR SER TR 0.0%
Value ($000) $15 Shares 160 Est. Cost $104.33 Unrealized
BBWI BATH & BODY WORKS INC 0.0%
Value ($000) $15 Shares 302 Est. Cost $42.31 Unrealized 0.0%
SHOCKWAVE MED INC 0.0%
Value ($000) $15 Shares 46 Est. Cost $325.63 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $15 Shares 119 Est. Cost $120.56 Unrealized -2.3%
IYM ISHARES TR 0.0%
Value ($000) $15 Shares 100 Est. Cost $147.73 Unrealized
MGY MAGNOLIA OIL & GAS CORP 0.0%
Value ($000) $15 Shares 566 Est. Cost $21.94 Unrealized 0.0%
MASI MASIMO CORP 0.0%
Value ($000) $15 Shares 100 Est. Cost $192.01 Unrealized -32.8%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $15 Shares 113 Est. Cost $111.47 Unrealized +2.3%
RUN SUNRUN INC 0.0%
Value ($000) $14 Shares 1,100 Est. Cost $62.08 Unrealized -77.9%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $14 Shares 128 Est. Cost $89.81 Unrealized
AIZ ASSURANT INC 0.0%
Value ($000) $14 Shares 75 Est. Cost $169.36 Unrealized 0.0%
MITK MITEK SYS INC 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $13.83 Unrealized -11.4%
XHE SPDR SER TR 0.0%
Value ($000) $14 Shares 160 Est. Cost $112.50 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $14 Shares 132 Est. Cost $106.49 Unrealized
MEXICO EQUITY & INCOME FD 0.0%
Value ($000) $14 Shares 1,213 Est. Cost $10.07 Unrealized
HRL HORMEL FOODS CORP 0.0%
Value ($000) $14 Shares 400 Est. Cost $29.77 Unrealized 0.0%
VFH VANGUARD WORLD FD 0.0%
Value ($000) $14 Shares 136 Est. Cost $56.25 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $14 Shares 200 Est. Cost $54.99 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $14 Shares 424 Est. Cost $42.45 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $14 Shares 87 Est. Cost $109.88 Unrealized +21.3%
CORP PIMCO ETF TR 0.0%
Value ($000) $13 Shares 140 Est. Cost $91.67 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $13 Shares 230 Est. Cost $42.40 Unrealized +18.2%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $13 Shares 200 Est. Cost $66.57 Unrealized
SON SONOCO PRODS CO 0.0%
Value ($000) $13 Shares 225 Est. Cost $52.52 Unrealized 0.0%
FDLO FIDELITY COVINGTON TRUST 0.0%
Value ($000) $13 Shares 231 Est. Cost $56.18 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $13 Shares 100 Est. Cost $126.39 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $13 Shares 216 Est. Cost $40.33 Unrealized +42.5%
KOREA FD INC 0.0%
Value ($000) $13 Shares 500 Est. Cost $44.00 Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value ($000) $13 Shares 168 Est. Cost $69.70 Unrealized 0.0%
XJEQX ABRDN JAPAN EQUITY FUND INC 0.0%
Value ($000) $13 Shares 2,035 Est. Cost $5.48 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $12 Shares 133 Est. Cost $71.12 Unrealized +22.6%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $12 Shares 79 Est. Cost $142.29 Unrealized +8.1%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $12 Shares 191 Est. Cost $62.10 Unrealized 0.0%
LKQ LKQ CORP 0.0%
Value ($000) $12 Shares 228 Est. Cost $46.67 Unrealized 0.0%
CZWI CITIZENS CMNTY BANCORP INC M 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $10.15 Unrealized +12.7%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $12 Shares 1,324 Est. Cost $10.48 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $12 Shares 131 Est. Cost $75.66 Unrealized +17.1%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $12 Shares 42 Est. Cost $168.53 Unrealized +53.1%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $12 Shares 50 Est. Cost $219.05 Unrealized
NGVT INGEVITY CORP 0.0%
Value ($000) $12 Shares 246 Est. Cost $65.17 Unrealized -31.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $12 Shares 28 Est. Cost $210.75 Unrealized +76.6%
HGTY HAGERTY INC 0.0%
Value ($000) $12 Shares 1,275 Est. Cost $11.84 Unrealized -29.3%
SUPERIOR INDS INTL INC 0.0%
Value ($000) $12 Shares 4,000 Est. Cost $3.55 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $11 Shares 98 Est. Cost $83.06 Unrealized +18.7%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $11 Shares 150 Est. Cost $66.93 Unrealized +11.6%
EFG ISHARES TR 0.0%
Value ($000) $11 Shares 110 Est. Cost $100.78 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $11 Shares 926 Est. Cost $12.72 Unrealized -13.3%
SCI SERVICE CORP INTL 0.0%
Value ($000) $11 Shares 149 Est. Cost $45.11 Unrealized +56.4%
MBWM MERCANTILE BK CORP 0.0%
Value ($000) $11 Shares 283 Est. Cost $27.83 Unrealized +28.6%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $11 Shares 146 Est. Cost $120.35 Unrealized -48.0%
RIO RIO TINTO PLC 0.0%
Value ($000) $11 Shares 165 Est. Cost $78.79 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $11 Shares 40 Est. Cost $173.48 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $10 Shares 65 Est. Cost $150.99 Unrealized +6.5%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $10 Shares 45 Est. Cost $145.47 Unrealized +42.1%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $10 Shares 349 Est. Cost $25.70 Unrealized 0.0%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.0%
Value ($000) $10 Shares 187 Est. Cost $34.46 Unrealized +59.4%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $10 Shares 142 Est. Cost $185.38 Unrealized
ALV AUTOLIV INC 0.0%
Value ($000) $10 Shares 82 Est. Cost $71.21 Unrealized +50.3%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $10 Shares 37 Est. Cost $311.72 Unrealized -24.7%
NET CLOUDFLARE INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $65.56 Unrealized +38.1%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $10 Shares 10 Est. Cost $643.25 Unrealized +47.0%
NEM NEWMONT CORP 0.0%
Value ($000) $10 Shares 268 Est. Cost $33.15 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $10 Shares 103 Est. Cost $84.69 Unrealized -0.9%
DUFF & PHELPS UTLITY AND INF 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $9.56 Unrealized
ICSH ISHARES TR 0.0%
Value ($000) $10 Shares 188 Est. Cost $50.02 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $9 Shares 57 Est. Cost $129.13 Unrealized +4.5%
CEVA CEVA INC 0.0%
Value ($000) $9 Shares 400 Est. Cost $59.48 Unrealized -63.3%
FLRN SPDR SER TR 0.0%
Value ($000) $9 Shares 292 Est. Cost $30.82 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $9 Shares 38 Est. Cost $145.77 Unrealized +62.7%
YUM YUM BRANDS INC 0.0%
Value ($000) $9 Shares 64 Est. Cost $87.70 Unrealized +46.8%
ESML ISHARES TR 0.0%
Value ($000) $9 Shares 218 Est. Cost $41.87 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $9 Shares 59 Est. Cost $134.60 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $9 Shares 118 Est. Cost $50.45 Unrealized +27.4%
SPIB SPDR SER TR 0.0%
Value ($000) $8 Shares 259 Est. Cost $34.75 Unrealized
METC RAMACO RES INC 0.0%
Value ($000) $8 Shares 497 Est. Cost $13.55 Unrealized +28.6%
ALIT ALIGHT INC 0.0%
Value ($000) $8 Shares 845 Est. Cost $10.04 Unrealized -13.9%
CNC CENTENE CORP DEL 0.0%
Value ($000) $8 Shares 106 Est. Cost $54.25 Unrealized +42.3%
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $8.25 Unrealized
UAA UNDER ARMOUR INC 0.0%
Value ($000) $8 Shares 1,097 Est. Cost $13.47 Unrealized -40.9%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $8 Shares 60 Est. Cost $100.80 Unrealized +34.9%
IWV ISHARES TR 0.0%
Value ($000) $8 Shares 26 Est. Cost $192.31 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $8 Shares 196 Est. Cost $50.83 Unrealized -22.3%
MAN MANPOWERGROUP INC WIS 0.0%
Value ($000) $8 Shares 100 Est. Cost $82.21 Unrealized -9.5%
CCJ CAMECO CORP 0.0%
Value ($000) $8 Shares 175 Est. Cost $25.34 Unrealized +72.3%
DVY ISHARES TR 0.0%
Value ($000) $8 Shares 61 Est. Cost $117.23 Unrealized
CART MAPLEBEAR INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $29.26 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $74.68 Unrealized -3.6%
GVI ISHARES TR 0.0%
Value ($000) $7 Shares 70 Est. Cost $103.99 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $7 Shares 21 Est. Cost $354.76 Unrealized 0.0%
GDX VANECK ETF TRUST 0.0%
Value ($000) $7 Shares 229 Est. Cost $31.62 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $7 Shares 85 Est. Cost $157.20 Unrealized -54.0%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 42 Est. Cost $126.70 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 77 Est. Cost $80.66 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $7 Shares 326 Est. Cost $20.12 Unrealized +5.7%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 75 Est. Cost $94.41 Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $7 Shares 155 Est. Cost $59.98 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $7 Shares 363 Est. Cost $16.13 Unrealized 0.0%
BEEM BEAM GLOBAL 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $12.58 Unrealized -45.8%
ACHR ARCHER AVIATION INC 0.0%
Value ($000) $7 Shares 1,470 Est. Cost $2.82 Unrealized +77.9%
INARI MED INC 0.0%
Value ($000) $7 Shares 140 Est. Cost $71.43 Unrealized
CNXC CONCENTRIX CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $76.95 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $7 Shares 137 Est. Cost $41.13 Unrealized -1.6%
BE BLOOM ENERGY CORP 0.0%
Value ($000) $7 Shares 579 Est. Cost $10.99 Unrealized 0.0%
IEI ISHARES TR 0.0%
Value ($000) $6 Shares 56 Est. Cost $115.82 Unrealized
SNAP SNAP INC 0.0%
Value ($000) $6 Shares 560 Est. Cost $72.25 Unrealized -81.4%
OGN ORGANON & CO 0.0%
Value ($000) $6 Shares 330 Est. Cost $27.06 Unrealized -41.4%
DE DEERE & CO 0.0%
Value ($000) $6 Shares 15 Est. Cost $360.33 Unrealized +3.4%
WELLS FARGO CO NEW 0.0%
Value ($000) $6 Shares 5 Est. Cost $1219.40 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $6 Shares 384 Est. Cost $15.73 Unrealized
BANK AMERICA CORP 0.0%
Value ($000) $6 Shares 5 Est. Cost $1193.80 Unrealized
URA GLOBAL X FDS 0.0%
Value ($000) $6 Shares 200 Est. Cost $10.00 Unrealized
KR KROGER CO 0.0%
Value ($000) $6 Shares 100 Est. Cost $38.48 Unrealized +23.0%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $6 Shares 13 Est. Cost $250.71 Unrealized +55.9%
HYG ISHARES TR 0.0%
Value ($000) $6 Shares 73 Est. Cost $77.74 Unrealized
HDB HDFC BANK LTD 0.0%
Value ($000) $6 Shares 101 Est. Cost $67.12 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $6 Shares 120 Est. Cost $35.70 Unrealized +10.4%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $6 Shares 316 Est. Cost $13.59 Unrealized +13.5%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $6 Shares 150 Est. Cost $22.39 Unrealized +41.4%
WDC WESTERN DIGITAL CORP. 0.0%
Value ($000) $5 Shares 80 Est. Cost $43.29 Unrealized +0.8%
PDM PIEDMONT OFFICE REALTY TR IN 0.0%
Value ($000) $5 Shares 756 Est. Cost $10.58 Unrealized
WOLFSPEED INC 0.0%
Value ($000) $5 Shares 177 Est. Cost $79.69 Unrealized
GFS GLOBALFOUNDRIES INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $62.07 Unrealized -11.8%
DJT TRUMP MEDIA & TECHNOLOGY GRO 0.0%
Value ($000) $5 Shares 84 Est. Cost $45.24 Unrealized -14.2%
C CITIGROUP INC 0.0%
Value ($000) $5 Shares 81 Est. Cost $48.20 Unrealized +9.0%
CCL CARNIVAL CORP 0.0%
Value ($000) $5 Shares 304 Est. Cost $23.59 Unrealized -31.0%
PB PROSPERITY BANCSHARES INC 0.0%
Value ($000) $5 Shares 75 Est. Cost $59.70 Unrealized 0.0%
BLACKROCK INNOVATION AND GRW 0.0%
Value ($000) $5 Shares 600 Est. Cost $8.14 Unrealized
SNY SANOFI 0.0%
Value ($000) $5 Shares 100 Est. Cost $43.39 Unrealized
NGL NGL ENERGY PARTNERS LP 0.0%
Value ($000) $5 Shares 800 Est. Cost $5.57 Unrealized
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $5 Shares 100 Est. Cost $14.08 Unrealized +189.1%
VLTO VERALTO CORP 0.0%
Value ($000) $4 Shares 50 Est. Cost $73.75 Unrealized +11.5%
EFAV ISHARES TR 0.0%
Value ($000) $4 Shares 62 Est. Cost $70.89 Unrealized
WAB WABTEC 0.0%
Value ($000) $4 Shares 29 Est. Cost $91.83 Unrealized +46.1%
AXGN AXOGEN INC 0.0%
Value ($000) $4 Shares 500 Est. Cost $14.78 Unrealized -39.4%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $4 Shares 47 Est. Cost $68.63 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $4 Shares 86 Est. Cost $35.84 Unrealized +6.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $4 Shares 104 Est. Cost $26.45 Unrealized +24.0%
OWL BLUE OWL CAPITAL INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $15.21 Unrealized +10.2%
ALC ALCON AG 0.0%
Value ($000) $4 Shares 45 Est. Cost $69.40 Unrealized +14.8%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $4 Shares 418 Est. Cost $16.53 Unrealized
PBW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $4 Shares 160 Est. Cost $31.25 Unrealized
WDS WOODSIDE ENERGY GROUP LTD 0.0%
Value ($000) $4 Shares 180 Est. Cost $22.22 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $4 Shares 29 Est. Cost $35.97 Unrealized +249.4%
MPLX MPLX LP 0.0%
Value ($000) $4 Shares 85 Est. Cost $36.73 Unrealized
HE HAWAIIAN ELEC INDUSTRIES 0.0%
Value ($000) $3 Shares 305 Est. Cost $12.71 Unrealized 0.0%
PCG PG&E CORP 0.0%
Value ($000) $3 Shares 200 Est. Cost $8.47 Unrealized +95.8%
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $3 Shares 70 Est. Cost $44.25 Unrealized
HUBS HUBSPOT INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $756.48 Unrealized -20.6%
BETZ LISTED FD TR 0.0%
Value ($000) $3 Shares 175 Est. Cost $28.57 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.33 Unrealized
EWC ISHARES INC 0.0%
Value ($000) $3 Shares 79 Est. Cost $32.56 Unrealized
AMX AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $3 Shares 160 Est. Cost $21.05 Unrealized
NORDSTROM INC 0.0%
Value ($000) $3 Shares 139 Est. Cost $20.27 Unrealized
IEV ISHARES TR 0.0%
Value ($000) $3 Shares 50 Est. Cost $40.00 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $3 Shares 167 Est. Cost $15.63 Unrealized 0.0%
GILT GILAT SATELLITE NETWORKS LTD 0.0%
Value ($000) $3 Shares 500 Est. Cost $12.24 Unrealized -51.1%
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $3 Shares 14 Est. Cost $174.46 Unrealized 0.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $3 Shares 68 Est. Cost $33.38 Unrealized 0.0%
ETF SER SOLUTIONS 0.0%
Value ($000) $3 Shares 500 Est. Cost $10.00 Unrealized
RACE FERRARI N V 0.0%
Value ($000) $3 Shares 6 Est. Cost $378.48 Unrealized +2.4%
TDC TERADATA CORP DEL 0.0%
Value ($000) $2 Shares 64 Est. Cost $27.81 Unrealized +51.6%
DISCOVER FINL SVCS 0.0%
Value ($000) $2 Shares 18 Est. Cost $89.74 Unrealized
GSK GSK PLC 0.0%
Value ($000) $2 Shares 55 Est. Cost $42.87 Unrealized
M MACYS INC 0.0%
Value ($000) $2 Shares 111 Est. Cost $19.32 Unrealized 0.0%
CRNC CERENCE INC 0.0%
Value ($000) $2 Shares 139 Est. Cost $78.38 Unrealized -78.4%
LAC LITHIUM AMERS CORP NEW 0.0%
Value ($000) $2 Shares 321 Est. Cost $5.19 Unrealized 0.0%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $2 Shares 71 Est. Cost $25.46 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $2 Shares 100 Est. Cost $15.06 Unrealized +20.8%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $120.65 Unrealized 0.0%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $2 Shares 34 Est. Cost $60.79 Unrealized
MAT MATTEL INC 0.0%
Value ($000) $2 Shares 97 Est. Cost $11.86 Unrealized +59.7%
RNG RINGCENTRAL INC 0.0%
Value ($000) $2 Shares 55 Est. Cost $367.69 Unrealized -90.8%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $2 Shares 9 Est. Cost $138.18 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $2 Shares 52 Est. Cost $28.38 Unrealized +12.5%
AONC AMERICAN ONCOLOGY NETWORK IN 0.0%
Value ($000) $2 Shares 334 Est. Cost $5.49 Unrealized
SITE CTRS CORP 0.0%
Value ($000) $2 Shares 125 Est. Cost $16.00 Unrealized
EXPI EXP WORLD HLDGS INC 0.0%
Value ($000) $2 Shares 174 Est. Cost $14.31 Unrealized -17.3%
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $73.62 Unrealized +8.2%
JIRE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $2 Shares 28 Est. Cost $62.64 Unrealized
AL AIR LEASE CORP 0.0%
Value ($000) $2 Shares 34 Est. Cost $41.38 Unrealized 0.0%
APTIV PLC 0.0%
Value ($000) $2 Shares 21 Est. Cost $79.67 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $2 Shares 195 Est. Cost $8.49 Unrealized
BEAM BEAM THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $85.62 Unrealized -63.6%
ABNB AIRBNB INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $185.28 Unrealized -18.3%
ADNT ADIENT PLC 0.0%
Value ($000) $2 Shares 50 Est. Cost $22.53 Unrealized +51.1%
DEO DIAGEO PLC 0.0%
Value ($000) $2 Shares 11 Est. Cost $148.82 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $2 Shares 27 Est. Cost $52.28 Unrealized +4.6%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $266.89 Unrealized -27.3%
NIO NIO INC 0.0%
Value ($000) $2 Shares 355 Est. Cost $40.11 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $2 Shares 43 Est. Cost $25.22 Unrealized +20.9%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $2 Shares 18 Est. Cost $77.14 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $1 Shares 5 Est. Cost $321.44 Unrealized 0.0%
SSYS STRATASYS LTD 0.0%
Value ($000) $1 Shares 122 Est. Cost $12.83 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
NIKOLA CORP 0.0%
Value ($000) $1 Shares 1,349 Est. Cost $7.68 Unrealized
FWONK LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 20 Est. Cost $62.30 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $1 Shares 56 Est. Cost $19.82 Unrealized 0.0%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $997.72 Unrealized 0.0%
KVUE KENVUE INC 0.0%
Value ($000) $1 Shares 56 Est. Cost $18.84 Unrealized 0.0%
PNR PENTAIR PLC 0.0%
Value ($000) $1 Shares 14 Est. Cost $69.80 Unrealized +6.6%
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $109.04 Unrealized -43.2%
FOXA FOX CORP 0.0%
Value ($000) $1 Shares 36 Est. Cost $28.87 Unrealized +2.9%
BYND BEYOND MEAT INC 0.0%
Value ($000) $1 Shares 135 Est. Cost $16.47 Unrealized -53.3%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $1 Shares 17 Est. Cost $98.68 Unrealized -32.5%
SOHU SOHU COM LTD 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 35 Est. Cost $25.46 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $1 Shares 22 Est. Cost $44.50 Unrealized 0.0%
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value ($000) $1 Shares 250 Est. Cost $4.74 Unrealized -11.4%
KLG WK KELLOGG CO 0.0%
Value ($000) $1 Shares 50 Est. Cost $13.14 Unrealized
VMC VULCAN MATLS CO 0.0%
Value ($000) $1 Shares 3 Est. Cost $243.03 Unrealized 0.0%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $1 Shares 130 Est. Cost $5.03 Unrealized +8.6%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 18 Est. Cost $32.11 Unrealized
MNKD MANNKIND CORP 0.0%
Value ($000) $1 Shares 174 Est. Cost $1.28 Unrealized +207.0%
TECK TECK RESOURCES LTD 0.0%
Value ($000) $1 Shares 17 Est. Cost $40.15 Unrealized 0.0%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $1 Shares 71 Est. Cost $41.39 Unrealized -65.2%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $185.50 Unrealized -90.2%
ZOMDF ZOMEDICA CORP 0.0%
Value ($000) $1 Shares 5,000 Est. Cost $0.33 Unrealized -57.2%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $106.06 Unrealized +10.0%
TRI CONTL CORP 0.0%
Value ($000) $1 Shares 23 Est. Cost $47.26 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $1 Shares 10 Est. Cost $151.00 Unrealized -52.6%
FWONA LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.60 Unrealized
APA APA CORPORATION 0.0%
Value ($000) $1 Shares 17 Est. Cost $29.29 Unrealized 0.0%
VIV TELEFONICA BRASIL SA 0.0%
Value ($000) $1 Shares 57 Est. Cost Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $1 Shares 27 Est. Cost $31.87 Unrealized -31.6%
LBRDA LIBERTY BROADBAND CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $108.52 Unrealized -43.1%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $538.88 Unrealized 0.0%
DNOW DNOW INC 0.0%
Value ($000) $1 Shares 36 Est. Cost $8.67 Unrealized +39.3%
CRON CRONOS GROUP INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $2.14 Unrealized 0.0%
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value ($000) $1 Shares 22 Est. Cost $26.32 Unrealized
CF CF INDS HLDGS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $76.19 Unrealized 0.0%
STLA STELLANTIS N.V 0.0%
Value ($000) $0 Shares 17 Est. Cost $23.35 Unrealized
BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $0 Shares 19 Est. Cost $28.84 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $12.56 Unrealized +15.5%
FLGT FULGENT GENETICS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $103.23 Unrealized -75.9%
TILRAY BRANDS INC 0.0%
Value ($000) $0 Shares 167 Est. Cost $2.47 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $134.04 Unrealized 0.0%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 9 Est. Cost $32.00 Unrealized
AA ALCOA CORP 0.0%
Value ($000) $0 Shares 11 Est. Cost $28.58 Unrealized 0.0%
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $56.97 Unrealized -85.4%
PENN PENN ENTERTAINMENT INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $73.51 Unrealized -71.9%
IHRT IHEARTMEDIA INC 0.0%
Value ($000) $0 Shares 167 Est. Cost $2.35 Unrealized 0.0%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $99.79 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $207.94 Unrealized 0.0%
CGC CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 25 Est. Cost $5.96 Unrealized -27.5%
AMCX AMC NETWORKS INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $41.63 Unrealized -63.6%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 13 Est. Cost $25.42 Unrealized -44.0%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $21.90 Unrealized
SPIRIT AIRLS INC 0.0%
Value ($000) $0 Shares 27 Est. Cost $37.04 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $122.49 Unrealized 0.0%
VC VISTEON CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $88.64 Unrealized +31.0%
ORGANIGRAM HLDGS INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $2.16 Unrealized
AMPLIFY ETF TR 0.0%
Value ($000) $0 Shares 25 Est. Cost $4.20 Unrealized
QURATE RETAIL INC 0.0%
Value ($000) $0 Shares 80 Est. Cost $12.50 Unrealized
ACB AURORA CANNABIS INC 0.0%
Value ($000) $0 Shares 22 Est. Cost $3.87 Unrealized 0.0%
CNDT CONDUENT INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $4.11 Unrealized -15.5%
AGNC AGNC INVT CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $10.00 Unrealized
FUVV ARCIMOTO INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $10.91 Unrealized -94.3%
ASENSUS SURGICAL INC 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
DSS DSS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.94 Unrealized 0.0%