Center for Financial Planning, Inc. Diversified Active

CIK: 0001803557 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 18, 2024

Total Value ($000): $691,696 (100.0% shares, 0.0% debt)

Holdings (585)

VOO VANGUARD INDEX FDS 38.0%
Value ($000) $262,725 Shares 525,312 Est. Cost $385.02 Unrealized
IEFA ISHARES TR 10.8%
Value ($000) $74,448 Shares 1,024,897 Est. Cost $66.02 Unrealized
AGG ISHARES TR 6.9%
Value ($000) $47,950 Shares 493,975 Est. Cost $97.92 Unrealized
VBR VANGUARD INDEX FDS 6.5%
Value ($000) $44,881 Shares 245,894 Est. Cost $143.85 Unrealized
VB VANGUARD INDEX FDS 4.6%
Value ($000) $31,761 Shares 145,668 Est. Cost $174.76 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 3.4%
Value ($000) $23,459 Shares 536,079 Est. Cost $41.34 Unrealized
QUAL ISHARES TR 2.4%
Value ($000) $16,915 Shares 99,055 Est. Cost $100.71 Unrealized
MSFT MICROSOFT CORP 2.0%
Value ($000) $13,706 Shares 30,665 Est. Cost $154.53 Unrealized +170.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.7%
Value ($000) $11,633 Shares 19 Est. Cost $325723.70 Unrealized +89.3%
VXUS VANGUARD STAR FDS 1.3%
Value ($000) $8,690 Shares 144,110 Est. Cost $49.65 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $6,527 Shares 30,990 Est. Cost $108.57 Unrealized +70.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $5,532 Shares 13,600 Est. Cost $208.26 Unrealized +96.2%
AMZN AMAZON COM INC 0.7%
Value ($000) $4,870 Shares 25,200 Est. Cost $119.86 Unrealized +53.3%
GOOG ALPHABET INC 0.6%
Value ($000) $4,013 Shares 21,879 Est. Cost $109.01 Unrealized +54.9%
JPM JPMORGAN CHASE & CO. 0.5%
Value ($000) $3,651 Shares 18,053 Est. Cost $110.81 Unrealized +70.7%
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $3,395 Shares 6,238 Est. Cost $395.10 Unrealized
VBK VANGUARD INDEX FDS 0.5%
Value ($000) $3,394 Shares 13,570 Est. Cost $233.74 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $3,254 Shares 19,729 Est. Cost $109.13 Unrealized +44.1%
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $3,112 Shares 8,321 Est. Cost $194.78 Unrealized
RJF RAYMOND JAMES FINL INC 0.4%
Value ($000) $2,967 Shares 24,003 Est. Cost $66.60 Unrealized +81.0%
ABBV ABBVIE INC 0.4%
Value ($000) $2,581 Shares 15,045 Est. Cost $82.50 Unrealized +90.4%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $2,479 Shares 35,004 Est. Cost $62.62 Unrealized +8.0%
IJH ISHARES TR 0.3%
Value ($000) $2,350 Shares 40,153 Est. Cost $93.16 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $2,272 Shares 4,108 Est. Cost $304.71 Unrealized +87.0%
VGT VANGUARD WORLD FD 0.3%
Value ($000) $2,261 Shares 3,921 Est. Cost $272.82 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $2,244 Shares 15,351 Est. Cost $121.58 Unrealized +16.3%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $2,164 Shares 22,299 Est. Cost $63.74 Unrealized +39.7%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $2,121 Shares 13,561 Est. Cost $93.62 Unrealized +58.5%
MSI MOTOROLA SOLUTIONS INC 0.3%
Value ($000) $2,046 Shares 5,300 Est. Cost $200.15 Unrealized +77.1%
CRM SALESFORCE INC 0.3%
Value ($000) $1,977 Shares 7,688 Est. Cost $163.85 Unrealized +61.6%
MCK MCKESSON CORP 0.3%
Value ($000) $1,972 Shares 3,377 Est. Cost $138.29 Unrealized +299.6%
EAGG ISHARES TR 0.3%
Value ($000) $1,964 Shares 42,130 Est. Cost $46.74 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $1,877 Shares 15,163 Est. Cost $72.05 Unrealized +68.9%
ABT ABBOTT LABS 0.3%
Value ($000) $1,854 Shares 17,844 Est. Cost $81.40 Unrealized +26.5%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $1,812 Shares 6,775 Est. Cost $173.59 Unrealized
SYK STRYKER CORPORATION 0.3%
Value ($000) $1,811 Shares 5,323 Est. Cost $194.67 Unrealized +71.2%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,810 Shares 15,719 Est. Cost $57.40 Unrealized +91.8%
HD HOME DEPOT INC 0.3%
Value ($000) $1,791 Shares 5,203 Est. Cost $246.58 Unrealized +32.8%
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $1,767 Shares 11,018 Est. Cost $113.64 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $1,709 Shares 10,363 Est. Cost $113.85 Unrealized +42.6%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,668 Shares 7,202 Est. Cost $114.77 Unrealized +98.1%
KO COCA COLA CO 0.2%
Value ($000) $1,535 Shares 24,124 Est. Cost $44.89 Unrealized +31.2%
VV VANGUARD INDEX FDS 0.2%
Value ($000) $1,430 Shares 5,731 Est. Cost $150.66 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $1,424 Shares 29,977 Est. Cost $42.35 Unrealized +7.0%
ETN EATON CORP PLC 0.2%
Value ($000) $1,419 Shares 4,524 Est. Cost $106.49 Unrealized +198.0%
AVGO BROADCOM INC 0.2%
Value ($000) $1,413 Shares 880 Est. Cost $43.11 Unrealized +219.3%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,398 Shares 7,674 Est. Cost $114.01 Unrealized +46.8%
VSS VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,323 Shares 11,256 Est. Cost $107.99 Unrealized
VO VANGUARD INDEX FDS 0.2%
Value ($000) $1,234 Shares 5,096 Est. Cost $177.32 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $1,170 Shares 5,170 Est. Cost $159.75 Unrealized +41.2%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $1,158 Shares 4,885 Est. Cost $146.31 Unrealized +61.9%
IJR ISHARES TR 0.2%
Value ($000) $1,149 Shares 10,771 Est. Cost $84.19 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $957 Shares 25,204 Est. Cost $56.87 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $940 Shares 2,108 Est. Cost $423.79 Unrealized -0.0%
F FORD MTR CO DEL 0.1%
Value ($000) $940 Shares 74,956 Est. Cost $7.57 Unrealized +47.0%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $930 Shares 4,783 Est. Cost $184.76 Unrealized -4.6%
ADC AGREE RLTY CORP 0.1%
Value ($000) $919 Shares 14,834 Est. Cost $66.22 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $901 Shares 18,223 Est. Cost $47.48 Unrealized
OMC OMNICOM GROUP INC 0.1%
Value ($000) $853 Shares 9,515 Est. Cost $62.25 Unrealized +40.8%
EMR EMERSON ELEC CO 0.1%
Value ($000) $848 Shares 7,702 Est. Cost $68.10 Unrealized +57.8%
MCD MCDONALDS CORP 0.1%
Value ($000) $836 Shares 3,280 Est. Cost $178.31 Unrealized +43.0%
MMM 3M CO 0.1%
Value ($000) $835 Shares 8,171 Est. Cost $111.71 Unrealized -15.6%
GIS GENERAL MLS INC 0.1%
Value ($000) $803 Shares 12,690 Est. Cost $42.80 Unrealized +50.5%
DHR DANAHER CORPORATION 0.1%
Value ($000) $787 Shares 3,151 Est. Cost $126.30 Unrealized +98.2%
IWN ISHARES TR 0.1%
Value ($000) $743 Shares 4,880 Est. Cost $123.39 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $717 Shares 12,183 Est. Cost $47.11 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $708 Shares 4,078 Est. Cost $57.45 Unrealized +212.6%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $701 Shares 5,673 Est. Cost $94.00 Unrealized +7.5%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $699 Shares 3,364 Est. Cost $62.89 Unrealized +206.4%
CB CHUBB LIMITED 0.1%
Value ($000) $697 Shares 2,733 Est. Cost $163.22 Unrealized +54.9%
LLY ELI LILLY & CO 0.1%
Value ($000) $689 Shares 761 Est. Cost $466.88 Unrealized +69.4%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $686 Shares 2,086 Est. Cost $94.61 Unrealized +231.6%
WMT WALMART INC 0.1%
Value ($000) $685 Shares 10,118 Est. Cost $51.21 Unrealized +21.0%
TSLA TESLA INC 0.1%
Value ($000) $671 Shares 3,390 Est. Cost $222.19 Unrealized -21.3%
IWR ISHARES TR 0.1%
Value ($000) $668 Shares 8,233 Est. Cost $57.56 Unrealized
RBLX ROBLOX CORP 0.1%
Value ($000) $659 Shares 17,722 Est. Cost $53.46 Unrealized -33.4%
IWM ISHARES TR 0.1%
Value ($000) $655 Shares 3,230 Est. Cost $164.44 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $643 Shares 15,580 Est. Cost $41.37 Unrealized -11.8%
IJS ISHARES TR 0.1%
Value ($000) $639 Shares 6,572 Est. Cost $91.72 Unrealized
VDE VANGUARD WORLD FD 0.1%
Value ($000) $631 Shares 4,946 Est. Cost $41.50 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $560 Shares 5,528 Est. Cost $76.08 Unrealized +20.0%
DOV DOVER CORP 0.1%
Value ($000) $555 Shares 3,074 Est. Cost $131.17 Unrealized +34.0%
DTE DTE ENERGY CO 0.1%
Value ($000) $549 Shares 4,947 Est. Cost $92.55 Unrealized +14.0%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $532 Shares 1,977 Est. Cost $129.61 Unrealized +93.0%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $531 Shares 2,059 Est. Cost $216.54 Unrealized +12.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $529 Shares 3,061 Est. Cost $120.06 Unrealized +38.1%
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $519 Shares 13,216 Est. Cost $31.63 Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $504 Shares 10,048 Est. Cost $49.66 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $498 Shares 988 Est. Cost $218.57 Unrealized +121.1%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $482 Shares 6,511 Est. Cost $70.76 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $480 Shares 1,002 Est. Cost $281.78 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $474 Shares 866 Est. Cost $382.17 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $471 Shares 2,903 Est. Cost $118.26 Unrealized +36.0%
PFE PFIZER INC 0.1%
Value ($000) $468 Shares 16,730 Est. Cost $30.13 Unrealized -17.8%
MDT MEDTRONIC PLC 0.1%
Value ($000) $440 Shares 5,587 Est. Cost $85.01 Unrealized -8.2%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $427 Shares 3,122 Est. Cost $109.21 Unrealized +19.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $417 Shares 819 Est. Cost $289.80 Unrealized +63.3%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $414 Shares 10,560 Est. Cost $39.58 Unrealized -6.2%
EFV ISHARES TR 0.1%
Value ($000) $404 Shares 7,611 Est. Cost $35.67 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $400 Shares 1,098 Est. Cost $219.80 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $400 Shares 5,103 Est. Cost $67.71 Unrealized
V VISA INC 0.1%
Value ($000) $395 Shares 1,503 Est. Cost $184.14 Unrealized +47.1%
CME CME GROUP INC 0.1%
Value ($000) $385 Shares 1,956 Est. Cost $165.13 Unrealized +18.1%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $377 Shares 7,960 Est. Cost $31.52 Unrealized +49.8%
DIS DISNEY WALT CO 0.1%
Value ($000) $373 Shares 3,753 Est. Cost $148.79 Unrealized -29.1%
TJX TJX COS INC NEW 0.1%
Value ($000) $370 Shares 3,365 Est. Cost $54.69 Unrealized +80.4%
USB US BANCORP DEL 0.1%
Value ($000) $358 Shares 9,029 Est. Cost $43.54 Unrealized -13.3%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $358 Shares 5,470 Est. Cost $51.21 Unrealized +27.2%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $355 Shares 3,847 Est. Cost $83.88 Unrealized +5.6%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $352 Shares 1,568 Est. Cost $210.24 Unrealized -0.5%
CACC CREDIT ACCEP CORP MICH 0.0%
Value ($000) $345 Shares 670 Est. Cost $521.21 Unrealized -2.3%
FISV FISERV INC 0.0%
Value ($000) $342 Shares 2,297 Est. Cost $102.56 Unrealized +47.6%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $341 Shares 1,612 Est. Cost $162.20 Unrealized +40.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $341 Shares 2,488 Est. Cost $94.40 Unrealized +39.6%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $327 Shares 24,808 Est. Cost $11.09 Unrealized +13.1%
IYW ISHARES TR 0.0%
Value ($000) $316 Shares 2,100 Est. Cost $120.83 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $314 Shares 2,075 Est. Cost $128.50 Unrealized +12.7%
WPP WPP PLC NEW 0.0%
Value ($000) $305 Shares 6,666 Est. Cost $61.37 Unrealized
T AT&T INC 0.0%
Value ($000) $301 Shares 15,758 Est. Cost $17.48 Unrealized -7.5%
RTX RTX CORPORATION 0.0%
Value ($000) $298 Shares 2,972 Est. Cost $69.65 Unrealized +43.8%
DAN DANA INC 0.0%
Value ($000) $291 Shares 24,000 Est. Cost $14.55 Unrealized -14.7%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $290 Shares 3,935 Est. Cost $66.83 Unrealized +0.9%
BBY BEST BUY INC 0.0%
Value ($000) $284 Shares 3,369 Est. Cost $69.71 Unrealized +5.0%
ARISTA NETWORKS INC 0.0%
Value ($000) $280 Shares 800 Est. Cost $289.98 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $279 Shares 1,012 Est. Cost $168.82 Unrealized +55.5%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $273 Shares 3,650 Est. Cost $81.92 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $273 Shares 1,361 Est. Cost $144.68 Unrealized +30.6%
NFLX NETFLIX INC 0.0%
Value ($000) $270 Shares 400 Est. Cost $40.55 Unrealized +54.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $269 Shares 5,899 Est. Cost $31.45 Unrealized +24.4%
ALL ALLSTATE CORP 0.0%
Value ($000) $267 Shares 1,673 Est. Cost $92.05 Unrealized +75.4%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $264 Shares 311 Est. Cost $360.36 Unrealized +114.7%
AMGN AMGEN INC 0.0%
Value ($000) $251 Shares 802 Est. Cost $197.86 Unrealized +41.2%
AON AON PLC 0.0%
Value ($000) $250 Shares 853 Est. Cost $178.56 Unrealized +63.8%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $250 Shares 3,134 Est. Cost $128.41 Unrealized -36.0%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $232 Shares 3,485 Est. Cost $59.12 Unrealized +11.3%
ORCL ORACLE CORP 0.0%
Value ($000) $227 Shares 1,610 Est. Cost $60.81 Unrealized +101.1%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $225 Shares 2,688 Est. Cost $89.99 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $219 Shares 1,930 Est. Cost $124.71 Unrealized +1.4%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $218 Shares 3,406 Est. Cost $76.44 Unrealized -7.9%
STE STERIS PLC 0.0%
Value ($000) $212 Shares 967 Est. Cost $219.07 Unrealized -2.3%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $212 Shares 736 Est. Cost $181.66 Unrealized +41.8%
SDY SPDR SER TR 0.0%
Value ($000) $212 Shares 1,663 Est. Cost $109.09 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $210 Shares 1,771 Est. Cost $99.45 Unrealized
SLYV SPDR SER TR 0.0%
Value ($000) $209 Shares 2,667 Est. Cost $83.91 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $207 Shares 443 Est. Cost $338.64 Unrealized +30.4%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $203 Shares 375 Est. Cost $268.63 Unrealized +91.2%
IYR ISHARES TR 0.0%
Value ($000) $201 Shares 2,286 Est. Cost $93.20 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $196 Shares 4,921 Est. Cost $30.24 Unrealized +21.8%
HAL HALLIBURTON CO 0.0%
Value ($000) $194 Shares 5,739 Est. Cost $25.24 Unrealized +39.9%
IWO ISHARES TR 0.0%
Value ($000) $187 Shares 714 Est. Cost $169.77 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $187 Shares 1,174 Est. Cost $64.94 Unrealized +143.2%
AOR ISHARES TR 0.0%
Value ($000) $186 Shares 3,295 Est. Cost $56.32 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $185 Shares 473 Est. Cost $318.74 Unrealized
LCNB LCNB CORP 0.0%
Value ($000) $176 Shares 12,664 Est. Cost $12.79 Unrealized +2.0%
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $168 Shares 4,410 Est. Cost $61.57 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $159 Shares 796 Est. Cost $137.48 Unrealized +32.7%
BA BOEING CO 0.0%
Value ($000) $158 Shares 866 Est. Cost $296.75 Unrealized -39.9%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $141 Shares 1,408 Est. Cost $76.04 Unrealized +23.9%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $139 Shares 535 Est. Cost $85.88 Unrealized +184.7%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $136 Shares 743 Est. Cost $172.79 Unrealized
IWY ISHARES TR 0.0%
Value ($000) $133 Shares 618 Est. Cost $97.47 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $132 Shares 300 Est. Cost $408.88 Unrealized +10.5%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $131 Shares 1,227 Est. Cost $170.31 Unrealized -25.5%
NUE NUCOR CORP 0.0%
Value ($000) $131 Shares 826 Est. Cost $103.31 Unrealized +63.6%
CVSA ADTALEM GLOBAL ED INC 0.0%
Value ($000) $130 Shares 1,910 Est. Cost $44.47 Unrealized +32.0%
HRB BLOCK H & R INC 0.0%
Value ($000) $125 Shares 2,303 Est. Cost $38.26 Unrealized +24.0%
PPG PPG INDS INC 0.0%
Value ($000) $122 Shares 968 Est. Cost $112.51 Unrealized +13.2%
VFQY VANGUARD WELLINGTON FD 0.0%
Value ($000) $121 Shares 900 Est. Cost $63.57 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $117 Shares 988 Est. Cost $93.57 Unrealized +35.2%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $117 Shares 1,643 Est. Cost $37.89 Unrealized +63.6%
CAT CATERPILLAR INC 0.0%
Value ($000) $117 Shares 350 Est. Cost $176.74 Unrealized +91.6%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $115 Shares 258 Est. Cost $310.94 Unrealized +28.1%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $111 Shares 737 Est. Cost $124.69 Unrealized
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $111 Shares 600 Est. Cost $113.35 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $110 Shares 1,866 Est. Cost $65.26 Unrealized -10.3%
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $109 Shares 2,100 Est. Cost $44.86 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $108 Shares 221 Est. Cost $262.69 Unrealized +91.1%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $107 Shares 2,015 Est. Cost $60.70 Unrealized 0.0%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $102 Shares 1,803 Est. Cost $67.17 Unrealized -18.2%
IWB ISHARES TR 0.0%
Value ($000) $99 Shares 332 Est. Cost $288.03 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $98 Shares 1,100 Est. Cost $45.85 Unrealized +81.2%
OGE OGE ENERGY CORP 0.0%
Value ($000) $98 Shares 2,738 Est. Cost $43.20 Unrealized -18.7%
CACI CACI INTL INC 0.0%
Value ($000) $97 Shares 225 Est. Cost $250.11 Unrealized +63.2%
BP BP PLC 0.0%
Value ($000) $96 Shares 2,654 Est. Cost $33.65 Unrealized
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $95 Shares 350 Est. Cost $236.60 Unrealized +1.9%
USPH U S PHYSICAL THERAPY 0.0%
Value ($000) $93 Shares 1,001 Est. Cost $84.22 Unrealized +20.1%
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $91 Shares 1,518 Est. Cost $57.48 Unrealized
JBL JABIL INC 0.0%
Value ($000) $91 Shares 837 Est. Cost $80.05 Unrealized +50.9%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $88 Shares 1,129 Est. Cost $66.86 Unrealized
USRT ISHARES TR 0.0%
Value ($000) $88 Shares 1,639 Est. Cost $43.24 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $87 Shares 1,140 Est. Cost $75.28 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $86 Shares 583 Est. Cost $121.07 Unrealized +22.2%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $85 Shares 2,932 Est. Cost $28.19 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $84 Shares 1,324 Est. Cost $34.10 Unrealized +76.5%
BX BLACKSTONE INC 0.0%
Value ($000) $80 Shares 650 Est. Cost $89.92 Unrealized +31.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $79 Shares 820 Est. Cost $62.15 Unrealized +50.8%
INTU INTUIT 0.0%
Value ($000) $76 Shares 115 Est. Cost $379.53 Unrealized +61.8%
IVW ISHARES TR 0.0%
Value ($000) $75 Shares 814 Est. Cost $65.26 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $75 Shares 660 Est. Cost $133.50 Unrealized
WESTROCK CO 0.0%
Value ($000) $74 Shares 1,479 Est. Cost $39.03 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $74 Shares 332 Est. Cost $164.33 Unrealized +40.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $71 Shares 1,708 Est. Cost $48.15 Unrealized -14.8%
ESGU ISHARES TR 0.0%
Value ($000) $70 Shares 588 Est. Cost $90.29 Unrealized
DTD WISDOMTREE TR 0.0%
Value ($000) $70 Shares 982 Est. Cost $62.09 Unrealized
JMEE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $69 Shares 1,223 Est. Cost $45.79 Unrealized
PPL PPL CORP 0.0%
Value ($000) $69 Shares 2,498 Est. Cost $25.17 Unrealized +5.5%
IWD ISHARES TR 0.0%
Value ($000) $68 Shares 390 Est. Cost $159.82 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $67 Shares 2,000 Est. Cost $28.16 Unrealized +22.6%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $67 Shares 484 Est. Cost $53.36 Unrealized +144.8%
MCO MOODYS CORP 0.0%
Value ($000) $67 Shares 158 Est. Cost $219.35 Unrealized +79.2%
SMARTSHEET INC 0.0%
Value ($000) $63 Shares 1,432 Est. Cost $47.80 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $63 Shares 164 Est. Cost $187.20 Unrealized +77.7%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $62 Shares 1,305 Est. Cost $35.04 Unrealized +31.2%
FE FIRSTENERGY CORP 0.0%
Value ($000) $60 Shares 1,559 Est. Cost $36.74 Unrealized -1.2%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $59 Shares 984 Est. Cost $37.17 Unrealized +55.3%
STT STATE STR CORP 0.0%
Value ($000) $59 Shares 800 Est. Cost $75.12 Unrealized -6.1%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $59 Shares 660 Est. Cost $77.11 Unrealized +13.8%
RMD RESMED INC 0.0%
Value ($000) $57 Shares 300 Est. Cost $180.21 Unrealized +11.0%
KRP KIMBELL RTY PARTNERS LP 0.0%
Value ($000) $57 Shares 3,508 Est. Cost $10.14 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $57 Shares 697 Est. Cost $55.42 Unrealized +33.4%
ADBE ADOBE INC 0.0%
Value ($000) $56 Shares 101 Est. Cost $313.04 Unrealized +54.7%
VPU VANGUARD WORLD FD 0.0%
Value ($000) $55 Shares 375 Est. Cost $136.00 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $55 Shares 2,074 Est. Cost $19.10 Unrealized +30.9%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $55 Shares 941 Est. Cost $53.47 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $54 Shares 700 Est. Cost $61.00 Unrealized +23.6%
IEMG ISHARES INC 0.0%
Value ($000) $53 Shares 989 Est. Cost $57.09 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $52 Shares 671 Est. Cost $55.81 Unrealized
HEI HEICO CORP NEW 0.0%
Value ($000) $52 Shares 233 Est. Cost $211.13 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $52 Shares 1,094 Est. Cost $27.83 Unrealized +51.4%
EGP EASTGROUP PPTYS INC 0.0%
Value ($000) $51 Shares 300 Est. Cost $169.27 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $51 Shares 67 Est. Cost $598.34 Unrealized +22.4%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $50 Shares 147 Est. Cost $87.29 Unrealized +71.4%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $50 Shares 187 Est. Cost $231.29 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $49 Shares 205 Est. Cost $149.77 Unrealized +58.0%
HSY HERSHEY CO 0.0%
Value ($000) $49 Shares 264 Est. Cost $202.62 Unrealized -9.2%
GEV GE VERNOVA INC 0.0%
Value ($000) $48 Shares 281 Est. Cost $158.10 Unrealized 0.0%
DOW DOW INC 0.0%
Value ($000) $48 Shares 903 Est. Cost $38.52 Unrealized +32.9%
CI THE CIGNA GROUP 0.0%
Value ($000) $47 Shares 143 Est. Cost $225.77 Unrealized +48.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $47 Shares 650 Est. Cost $27.64 Unrealized +151.4%
MARATHON OIL CORP 0.0%
Value ($000) $47 Shares 1,631 Est. Cost $10.52 Unrealized
SGOL ETFS GOLD TR 0.0%
Value ($000) $47 Shares 2,100 Est. Cost $22.22 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $46 Shares 795 Est. Cost $131.38 Unrealized -51.7%
ENR ENERGIZER HLDGS INC NEW 0.0%
Value ($000) $46 Shares 1,542 Est. Cost $34.43 Unrealized -23.1%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $45 Shares 631 Est. Cost $77.89 Unrealized
TRMK TRUSTMARK CORP 0.0%
Value ($000) $45 Shares 1,500 Est. Cost $25.60 Unrealized +7.3%
AFG AMERICAN FINL GROUP INC OHIO 0.0%
Value ($000) $45 Shares 363 Est. Cost $76.86 Unrealized +49.4%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $45 Shares 189 Est. Cost $129.11 Unrealized +63.8%
INTC INTEL CORP 0.0%
Value ($000) $44 Shares 1,436 Est. Cost $39.84 Unrealized -18.4%
CLX CLOROX CO DEL 0.0%
Value ($000) $44 Shares 323 Est. Cost $124.55 Unrealized +5.5%
ACM AECOM 0.0%
Value ($000) $44 Shares 500 Est. Cost $39.85 Unrealized +124.8%
WDFC WD 40 CO 0.0%
Value ($000) $44 Shares 200 Est. Cost $174.18 Unrealized +28.8%
TMUS T-MOBILE US INC 0.0%
Value ($000) $44 Shares 249 Est. Cost $114.72 Unrealized +42.6%
EXC EXELON CORP 0.0%
Value ($000) $44 Shares 1,265 Est. Cost $30.90 Unrealized +12.4%
HON HONEYWELL INTL INC 0.0%
Value ($000) $44 Shares 204 Est. Cost $156.75 Unrealized +17.3%
JPRE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $43 Shares 981 Est. Cost $48.93 Unrealized
ESGD ISHARES TR 0.0%
Value ($000) $43 Shares 545 Est. Cost $75.21 Unrealized
VCR VANGUARD WORLD FD 0.0%
Value ($000) $42 Shares 136 Est. Cost $227.94 Unrealized
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $42 Shares 600 Est. Cost $74.58 Unrealized
MET METLIFE INC 0.0%
Value ($000) $42 Shares 597 Est. Cost $60.76 Unrealized +12.1%
SO SOUTHERN CO 0.0%
Value ($000) $42 Shares 540 Est. Cost $49.57 Unrealized +44.8%
NOW SERVICENOW INC 0.0%
Value ($000) $42 Shares 53 Est. Cost $71.80 Unrealized +104.4%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $41 Shares 512 Est. Cost $21.62 Unrealized +46.0%
EIX EDISON INTL 0.0%
Value ($000) $41 Shares 570 Est. Cost $53.69 Unrealized +25.0%
IOO ISHARES TR 0.0%
Value ($000) $39 Shares 404 Est. Cost $76.06 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $39 Shares 130 Est. Cost $426.37 Unrealized -21.6%
URI UNITED RENTALS INC 0.0%
Value ($000) $39 Shares 60 Est. Cost $204.61 Unrealized +220.3%
MGC VANGUARD WORLD FD 0.0%
Value ($000) $38 Shares 195 Est. Cost $156.46 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $38 Shares 1,335 Est. Cost $46.51 Unrealized -42.3%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $38 Shares 597 Est. Cost $43.55 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $37 Shares 850 Est. Cost $33.93 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $37 Shares 145 Est. Cost $206.88 Unrealized +20.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $37 Shares 185 Est. Cost $47.25 Unrealized +327.4%
CBU COMMUNITY FINANCIAL SYSTEM I 0.0%
Value ($000) $37 Shares 780 Est. Cost $55.58 Unrealized -23.0%
BLFS BIOLIFE SOLUTIONS INC 0.0%
Value ($000) $37 Shares 1,714 Est. Cost $40.43 Unrealized -52.0%
VEEV VEEVA SYS INC 0.0%
Value ($000) $37 Shares 200 Est. Cost $215.79 Unrealized -8.0%
COHR COHERENT CORP 0.0%
Value ($000) $36 Shares 500 Est. Cost $47.89 Unrealized +25.5%
BLD TOPBUILD CORP 0.0%
Value ($000) $35 Shares 90 Est. Cost $201.18 Unrealized +102.6%
MAS MASCO CORP 0.0%
Value ($000) $34 Shares 517 Est. Cost $51.45 Unrealized +33.2%
ARTY ISHARES TR 0.0%
Value ($000) $34 Shares 1,029 Est. Cost $30.54 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $34 Shares 250 Est. Cost $72.41 Unrealized +84.4%
ENB ENBRIDGE INC 0.0%
Value ($000) $34 Shares 943 Est. Cost $27.72 Unrealized +16.8%
MAINSTAY MACKAY DEFINEDTERM 0.0%
Value ($000) $33 Shares 2,000 Est. Cost $15.93 Unrealized
BOX BOX INC 0.0%
Value ($000) $33 Shares 1,250 Est. Cost $26.85 Unrealized -0.8%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $33 Shares 847 Est. Cost $33.55 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $31 Shares 641 Est. Cost $55.03 Unrealized -14.4%
ALTG ALTA EQUIPMENT GROUP INC 0.0%
Value ($000) $31 Shares 3,817 Est. Cost $7.88 Unrealized +23.4%
O REALTY INCOME CORP 0.0%
Value ($000) $31 Shares 580 Est. Cost $51.19 Unrealized -5.0%
L LOEWS CORP 0.0%
Value ($000) $30 Shares 400 Est. Cost $55.15 Unrealized +36.7%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $30 Shares 725 Est. Cost $34.71 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $30 Shares 610 Est. Cost $54.33 Unrealized
IYF ISHARES TR 0.0%
Value ($000) $29 Shares 310 Est. Cost $101.61 Unrealized
MAG SILVER CORP 0.0%
Value ($000) $29 Shares 2,500 Est. Cost $14.32 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $29 Shares 370 Est. Cost $72.81 Unrealized +11.7%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $29 Shares 217 Est. Cost $143.66 Unrealized -6.3%
BHP BHP GROUP LTD 0.0%
Value ($000) $29 Shares 500 Est. Cost $54.00 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $28 Shares 163 Est. Cost $120.11 Unrealized +36.0%
EEM ISHARES TR 0.0%
Value ($000) $28 Shares 656 Est. Cost $44.83 Unrealized
FJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $28 Shares 600 Est. Cost $44.45 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $27 Shares 825 Est. Cost $28.56 Unrealized
PID INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $27 Shares 1,521 Est. Cost $16.44 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $26 Shares 333 Est. Cost $84.06 Unrealized -8.6%
GLW CORNING INC 0.0%
Value ($000) $26 Shares 670 Est. Cost $25.97 Unrealized +29.7%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $26 Shares 200 Est. Cost $117.79 Unrealized +3.4%
HPQ HP INC 0.0%
Value ($000) $24 Shares 695 Est. Cost $25.35 Unrealized +17.2%
ZS ZSCALER INC 0.0%
Value ($000) $24 Shares 124 Est. Cost $189.19 Unrealized -5.9%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $23 Shares 3,156 Est. Cost $17.39 Unrealized -53.9%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $23 Shares 50 Est. Cost $422.74 Unrealized +2.7%
CSX CSX CORP 0.0%
Value ($000) $23 Shares 700 Est. Cost $27.89 Unrealized +18.7%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $23 Shares 46 Est. Cost $177.66 Unrealized +197.0%
KELLANOVA 0.0%
Value ($000) $23 Shares 400 Est. Cost $53.59 Unrealized +4.8%
PLPC PREFORMED LINE PRODS CO 0.0%
Value ($000) $23 Shares 185 Est. Cost $62.29 Unrealized +105.1%
GABELLI DIVID & INCOME TR 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $22.98 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $23 Shares 144 Est. Cost $132.52 Unrealized +15.8%
NVS NOVARTIS AG 0.0%
Value ($000) $22 Shares 210 Est. Cost $94.56 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $22 Shares 300 Est. Cost $68.48 Unrealized +7.6%
RGEN REPLIGEN CORP 0.0%
Value ($000) $22 Shares 175 Est. Cost $181.94 Unrealized -13.9%
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $22 Shares 1,157 Est. Cost $20.05 Unrealized
IRT INDEPENDENCE RLTY TR INC 0.0%
Value ($000) $21 Shares 1,134 Est. Cost $25.57 Unrealized
SPSM SPDR SER TR 0.0%
Value ($000) $21 Shares 500 Est. Cost $36.00 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $21 Shares 264 Est. Cost $61.25 Unrealized +24.7%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $21 Shares 122 Est. Cost $125.00 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $21 Shares 300 Est. Cost $69.77 Unrealized
DFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $20 Shares 500 Est. Cost $39.11 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $20 Shares 165 Est. Cost $90.91 Unrealized
COR CENCORA INC 0.0%
Value ($000) $20 Shares 88 Est. Cost $226.42 Unrealized +1.0%
CMA COMERICA INC 0.0%
Value ($000) $20 Shares 386 Est. Cost $50.45 Unrealized -6.4%
BLACKROCK INC 0.0%
Value ($000) $20 Shares 25 Est. Cost $569.94 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $19 Shares 300 Est. Cost $66.93 Unrealized +4.5%
FNB F N B CORP 0.0%
Value ($000) $19 Shares 1,385 Est. Cost $9.60 Unrealized +33.1%
CTVA CORTEVA INC 0.0%
Value ($000) $18 Shares 341 Est. Cost $26.25 Unrealized +106.0%
ROST ROSS STORES INC 0.0%
Value ($000) $18 Shares 126 Est. Cost $140.37 Unrealized -3.2%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $18 Shares 94 Est. Cost $116.73 Unrealized +50.9%
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $18 Shares 500 Est. Cost $18.49 Unrealized +91.5%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $17 Shares 115 Est. Cost $113.04 Unrealized
RMAX RE MAX HLDGS INC 0.0%
Value ($000) $16 Shares 2,000 Est. Cost $8.11 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $16 Shares 54 Est. Cost $233.26 Unrealized +30.8%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $16 Shares 87 Est. Cost $160.92 Unrealized
FSK FS KKR CAP CORP 0.0%
Value ($000) $16 Shares 799 Est. Cost $13.02 Unrealized +17.2%
LEN LENNAR CORP 0.0%
Value ($000) $16 Shares 105 Est. Cost $113.48 Unrealized +30.9%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $16 Shares 250 Est. Cost $62.12 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $16 Shares 113 Est. Cost $111.47 Unrealized +12.4%
FRDM EA SERIES TRUST 0.0%
Value ($000) $15 Shares 438 Est. Cost $35.32 Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $15 Shares 356 Est. Cost $41.09 Unrealized -1.9%
LOW LOWES COS INC 0.0%
Value ($000) $15 Shares 69 Est. Cost $155.62 Unrealized +42.2%
JNK SPDR SER TR 0.0%
Value ($000) $15 Shares 160 Est. Cost $104.33 Unrealized
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $15 Shares 150 Est. Cost $68.70 Unrealized +67.4%
ANDE ANDERSONS INC 0.0%
Value ($000) $15 Shares 300 Est. Cost $52.01 Unrealized -0.4%
MS MORGAN STANLEY 0.0%
Value ($000) $15 Shares 150 Est. Cost $80.89 Unrealized +12.2%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $14 Shares 145 Est. Cost $116.04 Unrealized +0.4%
MGY MAGNOLIA OIL & GAS CORP 0.0%
Value ($000) $14 Shares 566 Est. Cost $21.94 Unrealized +16.3%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $14 Shares 100 Est. Cost $126.39 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $14 Shares 424 Est. Cost $42.45 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $14 Shares 116 Est. Cost $116.79 Unrealized
IYM ISHARES TR 0.0%
Value ($000) $14 Shares 100 Est. Cost $147.73 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $14 Shares 133 Est. Cost $71.12 Unrealized +33.6%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $14 Shares 230 Est. Cost $42.40 Unrealized +34.1%
VFH VANGUARD WORLD FD 0.0%
Value ($000) $14 Shares 136 Est. Cost $56.25 Unrealized
XHE SPDR SER TR 0.0%
Value ($000) $14 Shares 160 Est. Cost $112.50 Unrealized
CORP PIMCO ETF TR 0.0%
Value ($000) $13 Shares 142 Est. Cost $91.71 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $13 Shares 98 Est. Cost $143.03 Unrealized +2.2%
TOTALENERGIES SE 0.0%
Value ($000) $13 Shares 200 Est. Cost $54.99 Unrealized
HGTY HAGERTY INC 0.0%
Value ($000) $13 Shares 1,278 Est. Cost $11.84 Unrealized -21.6%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $13 Shares 150 Est. Cost $66.93 Unrealized +14.7%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $13 Shares 87 Est. Cost $109.88 Unrealized +23.3%
LUNA LUNA INNOVATIONS INC 0.0%
Value ($000) $13 Shares 4,113 Est. Cost $2.97 Unrealized 0.0%
RUN SUNRUN INC 0.0%
Value ($000) $13 Shares 1,104 Est. Cost $62.08 Unrealized -80.3%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $13 Shares 200 Est. Cost $66.57 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $13 Shares 28 Est. Cost $210.75 Unrealized +101.1%
MASI MASIMO CORP 0.0%
Value ($000) $13 Shares 100 Est. Cost $192.01 Unrealized -31.4%
AIZ ASSURANT INC 0.0%
Value ($000) $12 Shares 75 Est. Cost $169.36 Unrealized -0.2%
XJEQX ABRDN JAPAN EQUITY FUND INC 0.0%
Value ($000) $12 Shares 2,077 Est. Cost $5.49 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $12 Shares 42 Est. Cost $168.53 Unrealized +68.5%
KOREA FD INC 0.0%
Value ($000) $12 Shares 500 Est. Cost $44.00 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $12 Shares 110 Est. Cost $130.23 Unrealized -11.0%
BBWI BATH & BODY WORKS INC 0.0%
Value ($000) $12 Shares 302 Est. Cost $42.31 Unrealized +2.6%
MEXICO EQUITY & INCOME FD 0.0%
Value ($000) $12 Shares 1,213 Est. Cost $10.07 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $12 Shares 37 Est. Cost $311.72 Unrealized -3.4%
CZWI CITIZENS CMNTY BANCORP INC M 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $10.15 Unrealized +7.5%
MBWM MERCANTILE BK CORP 0.0%
Value ($000) $11 Shares 283 Est. Cost $27.83 Unrealized +27.4%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $11 Shares 50 Est. Cost $219.05 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $11 Shares 98 Est. Cost $83.06 Unrealized +28.5%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $11 Shares 65 Est. Cost $150.99 Unrealized +5.4%
EFG ISHARES TR 0.0%
Value ($000) $11 Shares 110 Est. Cost $100.78 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $11 Shares 146 Est. Cost $120.35 Unrealized -40.6%
SJM SMUCKER J M CO 0.0%
Value ($000) $11 Shares 100 Est. Cost $120.56 Unrealized -11.9%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $11 Shares 1,324 Est. Cost $10.48 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $11 Shares 200 Est. Cost $49.33 Unrealized +11.1%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $11 Shares 216 Est. Cost $40.33 Unrealized +31.4%
NGVT INGEVITY CORP 0.0%
Value ($000) $11 Shares 246 Est. Cost $65.17 Unrealized -25.8%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $11 Shares 103 Est. Cost $84.69 Unrealized +6.0%
SCI SERVICE CORP INTL 0.0%
Value ($000) $11 Shares 149 Est. Cost $45.11 Unrealized +57.3%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $11 Shares 10 Est. Cost $643.25 Unrealized +49.9%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $10 Shares 38 Est. Cost $145.77 Unrealized +66.1%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $10 Shares 142 Est. Cost $185.38 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $10 Shares 131 Est. Cost $75.66 Unrealized +3.2%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $10 Shares 130 Est. Cost $73.20 Unrealized 0.0%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $10 Shares 349 Est. Cost $25.70 Unrealized +6.5%
DUFF & PHELPS UTLITY AND INF 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $9.56 Unrealized
SUPERIOR INDS INTL INC 0.0%
Value ($000) $10 Shares 3,000 Est. Cost $3.55 Unrealized
ICSH ISHARES TR 0.0%
Value ($000) $10 Shares 188 Est. Cost $50.02 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.0%
Value ($000) $9 Shares 187 Est. Cost $34.46 Unrealized +38.7%
SNAP SNAP INC 0.0%
Value ($000) $9 Shares 560 Est. Cost $72.25 Unrealized -80.1%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $9 Shares 45 Est. Cost $145.47 Unrealized +43.6%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $9 Shares 100 Est. Cost $81.89 Unrealized +6.7%
FLRN SPDR SER TR 0.0%
Value ($000) $9 Shares 292 Est. Cost $30.82 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $9 Shares 59 Est. Cost $134.60 Unrealized
ALV AUTOLIV INC 0.0%
Value ($000) $9 Shares 82 Est. Cost $71.21 Unrealized +60.8%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $9 Shares 118 Est. Cost $50.45 Unrealized +43.4%
VTRS VIATRIS INC 0.0%
Value ($000) $9 Shares 814 Est. Cost $12.72 Unrealized -19.5%
CCJ CAMECO CORP 0.0%
Value ($000) $9 Shares 175 Est. Cost $25.34 Unrealized +99.3%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $9 Shares 326 Est. Cost $20.12 Unrealized +19.1%
YUM YUM BRANDS INC 0.0%
Value ($000) $8 Shares 64 Est. Cost $87.70 Unrealized +52.0%
SPIB SPDR SER TR 0.0%
Value ($000) $8 Shares 259 Est. Cost $34.75 Unrealized
ESML ISHARES TR 0.0%
Value ($000) $8 Shares 218 Est. Cost $41.87 Unrealized
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $8 Shares 30 Est. Cost $271.44 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $8 Shares 60 Est. Cost $100.80 Unrealized +29.6%
NET CLOUDFLARE INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $65.56 Unrealized +23.1%
JOBY JOBY AVIATION INC 0.0%
Value ($000) $8 Shares 1,582 Est. Cost $4.98 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $8 Shares 57 Est. Cost $129.13 Unrealized +8.1%
IWV ISHARES TR 0.0%
Value ($000) $8 Shares 26 Est. Cost $192.31 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $8 Shares 229 Est. Cost $31.62 Unrealized
CEVA CEVA INC 0.0%
Value ($000) $8 Shares 400 Est. Cost $59.48 Unrealized -65.9%
DVY ISHARES TR 0.0%
Value ($000) $7 Shares 61 Est. Cost $117.23 Unrealized
UAA UNDER ARMOUR INC 0.0%
Value ($000) $7 Shares 1,097 Est. Cost $13.47 Unrealized -49.4%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $7 Shares 363 Est. Cost $16.13 Unrealized +7.1%
BE BLOOM ENERGY CORP 0.0%
Value ($000) $7 Shares 579 Est. Cost $10.99 Unrealized +16.0%
CNC CENTENE CORP DEL 0.0%
Value ($000) $7 Shares 106 Est. Cost $54.25 Unrealized +34.1%
MAN MANPOWERGROUP INC WIS 0.0%
Value ($000) $7 Shares 100 Est. Cost $82.21 Unrealized -10.0%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 42 Est. Cost $126.70 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $74.68 Unrealized -15.5%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 77 Est. Cost $80.66 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $7 Shares 328 Est. Cost $27.06 Unrealized -31.0%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $7 Shares 60 Est. Cost $89.81 Unrealized
INARI MED INC 0.0%
Value ($000) $7 Shares 140 Est. Cost $71.43 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $7 Shares 316 Est. Cost $13.59 Unrealized +29.7%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $7 Shares 137 Est. Cost $41.13 Unrealized +18.7%
HDB HDFC BANK LTD 0.0%
Value ($000) $6 Shares 101 Est. Cost $67.12 Unrealized
CART MAPLEBEAR INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $29.26 Unrealized +17.6%
ALIT ALIGHT INC 0.0%
Value ($000) $6 Shares 845 Est. Cost $10.04 Unrealized -20.8%
DJT TRUMP MEDIA & TECHNOLOGY GRO 0.0%
Value ($000) $6 Shares 189 Est. Cost $43.44 Unrealized -3.3%
METC RAMACO RES INC 0.0%
Value ($000) $6 Shares 497 Est. Cost $13.55 Unrealized +1.7%
LIT GLOBAL X FDS 0.0%
Value ($000) $6 Shares 159 Est. Cost $59.45 Unrealized
WDC WESTERN DIGITAL CORP. 0.0%
Value ($000) $6 Shares 80 Est. Cost $43.29 Unrealized +27.6%
BANK AMERICA CORP 0.0%
Value ($000) $6 Shares 5 Est. Cost $1193.80 Unrealized
WELLS FARGO CO NEW 0.0%
Value ($000) $6 Shares 5 Est. Cost $1219.40 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $6 Shares 120 Est. Cost $35.70 Unrealized +38.2%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $6 Shares 150 Est. Cost $22.39 Unrealized +64.1%
CCL CARNIVAL CORP 0.0%
Value ($000) $6 Shares 304 Est. Cost $23.59 Unrealized -34.5%
DE DEERE & CO 0.0%
Value ($000) $6 Shares 15 Est. Cost $360.33 Unrealized +5.6%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $6 Shares 13 Est. Cost $250.71 Unrealized +66.9%
CMS CMS ENERGY CORP 0.0%
Value ($000) $6 Shares 93 Est. Cost $56.06 Unrealized +2.8%
XYZ BLOCK INC 0.0%
Value ($000) $5 Shares 85 Est. Cost $157.20 Unrealized -55.5%
PDM PIEDMONT OFFICE REALTY TR IN 0.0%
Value ($000) $5 Shares 756 Est. Cost $10.58 Unrealized
ACHR ARCHER AVIATION INC 0.0%
Value ($000) $5 Shares 1,470 Est. Cost $2.82 Unrealized +31.5%
GFS GLOBALFOUNDRIES INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $62.07 Unrealized -19.3%
KR KROGER CO 0.0%
Value ($000) $5 Shares 100 Est. Cost $38.48 Unrealized +35.2%
COP CONOCOPHILLIPS 0.0%
Value ($000) $5 Shares 43 Est. Cost $98.57 Unrealized +17.1%
VLTO VERALTO CORP 0.0%
Value ($000) $5 Shares 50 Est. Cost $73.75 Unrealized +28.7%
BEEM BEAM GLOBAL 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $12.58 Unrealized -52.7%
WAB WABTEC 0.0%
Value ($000) $5 Shares 29 Est. Cost $91.83 Unrealized +72.6%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $5 Shares 146 Est. Cost $50.83 Unrealized -28.0%
BLACKROCK INNOVATION AND GRW 0.0%
Value ($000) $4 Shares 600 Est. Cost $8.14 Unrealized
NGL NGL ENERGY PARTNERS LP 0.0%
Value ($000) $4 Shares 800 Est. Cost $5.57 Unrealized
ALC ALCON AG 0.0%
Value ($000) $4 Shares 45 Est. Cost $69.40 Unrealized +22.3%
GM GENERAL MTRS CO 0.0%
Value ($000) $4 Shares 86 Est. Cost $35.84 Unrealized +23.9%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $4 Shares 47 Est. Cost $68.63 Unrealized
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $4 Shares 100 Est. Cost $14.08 Unrealized +194.8%
DDOG DATADOG INC 0.0%
Value ($000) $4 Shares 29 Est. Cost $35.97 Unrealized +236.3%
PTLO PORTILLOS INC 0.0%
Value ($000) $4 Shares 382 Est. Cost $11.13 Unrealized 0.0%
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 2,000 Est. Cost $2.23 Unrealized 0.0%
MPLX MPLX LP 0.0%
Value ($000) $4 Shares 85 Est. Cost $36.73 Unrealized
AXGN AXOGEN INC 0.0%
Value ($000) $4 Shares 500 Est. Cost $14.78 Unrealized -53.7%
OWL BLUE OWL CAPITAL INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $15.21 Unrealized +20.6%
PCG PG&E CORP 0.0%
Value ($000) $3 Shares 200 Est. Cost $8.47 Unrealized +105.7%
WDS WOODSIDE ENERGY GROUP LTD 0.0%
Value ($000) $3 Shares 180 Est. Cost $22.22 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $3 Shares 104 Est. Cost $26.45 Unrealized +23.0%
PBW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $3 Shares 160 Est. Cost $31.25 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $3 Shares 70 Est. Cost $44.25 Unrealized
BETZ LISTED FD TR 0.0%
Value ($000) $3 Shares 175 Est. Cost $28.57 Unrealized
EWC ISHARES INC 0.0%
Value ($000) $3 Shares 80 Est. Cost $32.61 Unrealized
NORDSTROM INC 0.0%
Value ($000) $3 Shares 139 Est. Cost $20.27 Unrealized
HUBS HUBSPOT INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $756.48 Unrealized -18.9%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $3 Shares 13 Est. Cost $218.00 Unrealized 0.0%
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $3 Shares 14 Est. Cost $174.46 Unrealized +14.5%
ARKF ARK ETF TR 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.33 Unrealized
IEV ISHARES TR 0.0%
Value ($000) $3 Shares 50 Est. Cost $40.00 Unrealized
AMX AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $3 Shares 160 Est. Cost $21.05 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $3 Shares 290 Est. Cost $16.53 Unrealized
ETF SER SOLUTIONS 0.0%
Value ($000) $3 Shares 500 Est. Cost $10.00 Unrealized
RACE FERRARI N V 0.0%
Value ($000) $2 Shares 6 Est. Cost $378.48 Unrealized +9.8%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $2 Shares 167 Est. Cost $15.63 Unrealized +2.2%
DISCOVER FINL SVCS 0.0%
Value ($000) $2 Shares 18 Est. Cost $89.74 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $2 Shares 36 Est. Cost $48.20 Unrealized +21.8%
GILT GILAT SATELLITE NETWORKS LTD 0.0%
Value ($000) $2 Shares 500 Est. Cost $12.24 Unrealized -56.6%
TDC TERADATA CORP DEL 0.0%
Value ($000) $2 Shares 64 Est. Cost $27.81 Unrealized +25.5%
M MACYS INC 0.0%
Value ($000) $2 Shares 111 Est. Cost $19.32 Unrealized -1.2%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $2 Shares 7 Est. Cost $354.76 Unrealized -15.6%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $120.65 Unrealized -3.4%
GSK GSK PLC 0.0%
Value ($000) $2 Shares 55 Est. Cost $42.87 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $2 Shares 9 Est. Cost $138.18 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $2 Shares 34 Est. Cost $60.79 Unrealized
EXPI EXP WORLD HLDGS INC 0.0%
Value ($000) $2 Shares 174 Est. Cost $14.31 Unrealized -25.8%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $2 Shares 100 Est. Cost $15.06 Unrealized +16.6%
SITE CTRS CORP 0.0%
Value ($000) $2 Shares 125 Est. Cost $16.00 Unrealized
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $73.62 Unrealized +5.7%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $2 Shares 100 Est. Cost $10.00 Unrealized
AL AIR LEASE CORP 0.0%
Value ($000) $2 Shares 34 Est. Cost $41.38 Unrealized +14.2%
HLN HALEON PLC 0.0%
Value ($000) $2 Shares 195 Est. Cost $8.49 Unrealized
MAT MATTEL INC 0.0%
Value ($000) $2 Shares 97 Est. Cost $11.86 Unrealized +52.7%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $2 Shares 71 Est. Cost $25.46 Unrealized
RNG RINGCENTRAL INC 0.0%
Value ($000) $2 Shares 55 Est. Cost $367.69 Unrealized -91.3%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $2 Shares 43 Est. Cost $25.22 Unrealized +30.0%
ABNB AIRBNB INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $185.28 Unrealized -17.5%
APTIV PLC 0.0%
Value ($000) $1 Shares 21 Est. Cost $79.67 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $1 Shares 52 Est. Cost $28.38 Unrealized +3.7%
NIO NIO INC 0.0%
Value ($000) $1 Shares 355 Est. Cost $40.11 Unrealized
FWONK LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 20 Est. Cost $62.30 Unrealized
SOHU SOHU COM LTD 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $266.89 Unrealized -44.7%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $997.72 Unrealized +13.9%
FOXA FOX CORP 0.0%
Value ($000) $1 Shares 36 Est. Cost $28.87 Unrealized +11.3%
ADNT ADIENT PLC 0.0%
Value ($000) $1 Shares 50 Est. Cost $22.53 Unrealized +26.0%
BEAM BEAM THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $85.62 Unrealized -71.3%
WOLFSPEED INC 0.0%
Value ($000) $1 Shares 51 Est. Cost $79.69 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $1 Shares 22 Est. Cost $44.50 Unrealized +18.9%
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $109.04 Unrealized -55.7%
PNR PENTAIR PLC 0.0%
Value ($000) $1 Shares 14 Est. Cost $69.80 Unrealized +13.6%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $1 Shares 17 Est. Cost $98.68 Unrealized -37.7%
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value ($000) $1 Shares 250 Est. Cost $4.74 Unrealized -15.1%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $1 Shares 73 Est. Cost $40.54 Unrealized -74.2%
MNKD MANNKIND CORP 0.0%
Value ($000) $1 Shares 174 Est. Cost $1.28 Unrealized +254.7%
BYND BEYOND MEAT INC 0.0%
Value ($000) $1 Shares 135 Est. Cost $16.47 Unrealized -56.9%
EOG EOG RES INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $110.37 Unrealized +10.6%
LAC LITHIUM AMERS CORP NEW 0.0%
Value ($000) $1 Shares 321 Est. Cost $5.19 Unrealized -14.9%
KLG WK KELLOGG CO 0.0%
Value ($000) $1 Shares 50 Est. Cost $13.14 Unrealized
TECK TECK RESOURCES LTD 0.0%
Value ($000) $1 Shares 17 Est. Cost $40.15 Unrealized +22.6%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 35 Est. Cost $25.46 Unrealized
VMC VULCAN MATLS CO 0.0%
Value ($000) $1 Shares 3 Est. Cost $243.03 Unrealized +5.1%
ZOMDF ZOMEDICA CORP 0.0%
Value ($000) $1 Shares 5,000 Est. Cost $0.33 Unrealized -54.2%
TRI CONTL CORP 0.0%
Value ($000) $1 Shares 23 Est. Cost $47.26 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $1 Shares 130 Est. Cost $5.03 Unrealized +15.0%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 18 Est. Cost $32.11 Unrealized
FWONA LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.60 Unrealized
BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $1 Shares 22 Est. Cost $28.78 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $538.88 Unrealized -1.0%
LBRDA LIBERTY BROADBAND CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $108.52 Unrealized -55.3%
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value ($000) $1 Shares 22 Est. Cost $26.32 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $1 Shares 10 Est. Cost $151.00 Unrealized -61.7%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $1 Shares 27 Est. Cost $31.87 Unrealized -41.1%
APA APA CORPORATION 0.0%
Value ($000) $1 Shares 17 Est. Cost $29.29 Unrealized -1.6%
DNOW DNOW INC 0.0%
Value ($000) $0 Shares 36 Est. Cost $8.67 Unrealized +64.1%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $185.50 Unrealized -93.4%
VIV TELEFONICA BRASIL SA 0.0%
Value ($000) $0 Shares 57 Est. Cost Unrealized
RENT RENT THE RUNWAY INC 0.0%
Value ($000) $0 Shares 26 Est. Cost $18.16 Unrealized 0.0%
FLGT FULGENT GENETICS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $103.23 Unrealized -79.8%
PENN PENN ENTERTAINMENT INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $73.51 Unrealized -76.9%
NIKOLA CORP 0.0%
Value ($000) $0 Shares 44 Est. Cost $8.20 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $12.56 Unrealized +4.7%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 9 Est. Cost $32.00 Unrealized
STLA STELLANTIS N.V 0.0%
Value ($000) $0 Shares 17 Est. Cost $23.35 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $134.04 Unrealized -16.3%
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $56.97 Unrealized -90.1%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 13 Est. Cost $25.42 Unrealized -55.6%
CGC CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 25 Est. Cost $5.96 Unrealized +44.4%
AMCX AMC NETWORKS INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $41.63 Unrealized -68.3%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $21.90 Unrealized
CRNC CERENCE INC 0.0%
Value ($000) $0 Shares 39 Est. Cost $78.38 Unrealized -90.9%
VC VISTEON CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $88.64 Unrealized +24.0%
LUCID GROUP INC 0.0%
Value ($000) $0 Shares 40 Est. Cost $2.63 Unrealized
SPIRIT AIRLS INC 0.0%
Value ($000) $0 Shares 27 Est. Cost $37.04 Unrealized
ACB AURORA CANNABIS INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $3.87 Unrealized +63.6%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $46.13 Unrealized 0.0%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $9.24 Unrealized 0.0%
CSIQ CANADIAN SOLAR INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $16.92 Unrealized 0.0%
CNDT CONDUENT INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $4.11 Unrealized -17.3%
QURATE RETAIL INC 0.0%
Value ($000) $0 Shares 80 Est. Cost $12.50 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $51.98 Unrealized 0.0%
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 1 Est. Cost $41.00 Unrealized
AGNC AGNC INVT CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $10.00 Unrealized
BB BLACKBERRY LTD 0.0%
Value ($000) $0 Shares 8 Est. Cost $2.79 Unrealized 0.0%
AQN ALGONQUIN PWR UTILS CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $5.79 Unrealized 0.0%
SUNPOWER CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $3.00 Unrealized
ASENSUS SURGICAL INC 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
EVGO EVGO INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $2.05 Unrealized 0.0%
DSS DSS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.94 Unrealized -8.8%