Cornerstone Planning Group LLC Diversified Active

CIK: 0001822587 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 15, 2023

Total Value ($000): $253,080 (95.1% shares, 4.9% debt)

Holdings (1,569)

QQQ INVESCO QQQ TRUST UNIT SER 1 ETF 14.4%
Value ($000) $36,387 Shares 98,497 Est. Cost $290.50 Unrealized
VEA VANGUARD FTSE DEVELOPED MKTS ETF 11.4%
Value ($000) $28,915 Shares 626,134 Est. Cost $45.07 Unrealized
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ ETF 8.2%
Value ($000) $20,821 Shares 286,716 Est. Cost $74.41 Unrealized
IJR ISHARES TRUST CORE S&P SCP ETF 5.5%
Value ($000) $13,900 Shares 139,489 Est. Cost $98.83 Unrealized
IMCG ISHARES TRUST MRGSTR MD CP GRW ETF 4.7%
Value ($000) $11,863 Shares 194,674 Est. Cost $56.43 Unrealized
BIV VANGUARD INTERMED TERM ETF 3.9%
Value ($000) $9,871 Shares 131,215 Est. Cost $76.69 Unrealized
ANGL VANECK ETF TRUST FALLEN ANGEL HIGH YLD BD EF 3.6%
Value ($000) $9,233 Shares 332,490 Est. Cost $27.88 Unrealized
VCSH VANGUARD SHRT TRM CORP BD ETF 3.6%
Value ($000) $9,107 Shares 120,369 Est. Cost $76.23 Unrealized
ICVT ISHARES TRUST CONV BD ETF 3.4%
Value ($000) $8,537 Shares 111,804 Est. Cost $72.46 Unrealized
FTLS FIRST TRUST EXCHANGE-TRADED FU LNG/SHT EQUITY ETF 2.5%
Value ($000) $6,283 Shares 119,019 Est. Cost $49.87 Unrealized
FEMS FIRST TRUST EXCHANGE-TRADED AL EM SML CP ALPH ETF 2.4%
Value ($000) $6,152 Shares 169,232 Est. Cost $39.08 Unrealized
VOE VANGUARD MCAP VL IDXVIP ETF 2.3%
Value ($000) $5,758 Shares 41,612 Est. Cost $138.18 Unrealized
REZ ISHARES TRUST ISHARES RESIDENTIAL AND MUL 2.1%
Value ($000) $5,379 Shares 73,408 Est. Cost $71.87 Unrealized
FXZ FIRST TRUST EXCH TRADED FUND 2 MATERIALS ALPH ETF 2.0%
Value ($000) $4,945 Shares 77,035 Est. Cost $64.38 Unrealized
IVV ISHARES TRUST CORE S&P500 ETF 1.2%
Value ($000) $3,117 Shares 6,994 Est. Cost $390.53 Unrealized
IUSB ISHARES TRUST CORE TOTAL USD ETF 1.0%
Value ($000) $2,518 Shares 55,378 Est. Cost $46.53 Unrealized
AAPL APPLE INC COM 0.9%
Value ($000) $2,304 Shares 11,879 Est. Cost $140.70 Unrealized +22.3%
IWF ISHARES TRUST RUS 1000 GRW ETF 0.7%
Value ($000) $1,823 Shares 6,626 Est. Cost $221.56 Unrealized
VOO VANGUARD S&P 500 ETF SHS 0.7%
Value ($000) $1,718 Shares 4,219 Est. Cost $357.14 Unrealized
IWY ISHARES TRUST RUS TP200 GR ETF 0.6%
Value ($000) $1,616 Shares 10,189 Est. Cost $122.98 Unrealized
HEFA ISHARES TRUST HDG MSCI EAFE ETF 0.6%
Value ($000) $1,427 Shares 46,037 Est. Cost $28.64 Unrealized
IWB ISHARES TRUST RUS 1000 ETF 0.5%
Value ($000) $1,199 Shares 4,918 Est. Cost $223.62 Unrealized
FALN ISHARES TRUST FALN ANGLS USD ETF 0.5%
Value ($000) $1,190 Shares 46,915 Est. Cost $25.42 Unrealized
EFG ISHARES TRUST EAFE GRWTH ETF 0.4%
Value ($000) $1,074 Shares 11,256 Est. Cost $90.38 Unrealized
AXP AMERICAN EXPRESS CO COM 0.4%
Value ($000) $1,044 Shares 5,993 Est. Cost $142.37 Unrealized +9.7%
ESGU ISHARES TRUST ESG AWARE MSCI USA ETF 0.4%
Value ($000) $1,041 Shares 10,681 Est. Cost $86.18 Unrealized
BSV VANGUARD SHORT TRM BOND ETF 0.4%
Value ($000) $1,035 Shares 13,702 Est. Cost $76.32 Unrealized
BNDX VANGUARD TOTAL INT BD ETF 0.4%
Value ($000) $1,022 Shares 20,899 Est. Cost $48.94 Unrealized
MBB ISHARES TRUST MBS ETF 0.4%
Value ($000) $972 Shares 10,420 Est. Cost $96.12 Unrealized
GOVT ISHARES TRUST US TREAS BD ETF 0.4%
Value ($000) $923 Shares 40,308 Est. Cost $23.43 Unrealized
SPY SPDR S&P500 ETF TRUST TR UNIT ETF 0.3%
Value ($000) $866 Shares 1,954 Est. Cost $434.22 Unrealized
MCO MOODYS CORP COM 0.3%
Value ($000) $856 Shares 2,462 Est. Cost $266.40 Unrealized +16.5%
VTI VANGUARD TOTAL STK MKT ETF 0.3%
Value ($000) $842 Shares 3,822 Est. Cost $195.02 Unrealized
MSFT MICROSOFT CORP COM 0.3%
Value ($000) $804 Shares 2,362 Est. Cost $234.05 Unrealized +31.3%
SCHF SCHWAB STRATEGIC TR INTL EQTY ETF 0.3%
Value ($000) $789 Shares 22,141 Est. Cost $34.51 Unrealized
EFV ISHARES TRUST EAFE VALUE ETF 0.3%
Value ($000) $785 Shares 16,049 Est. Cost $48.79 Unrealized
XLRE SELECT SECTOR SPDR TRUST RL EST SEL SEC ETF 0.3%
Value ($000) $758 Shares 20,099 Est. Cost $38.77 Unrealized
AOA ISHARES TRUST AGGRES ALLOC ETF 0.3%
Value ($000) $705 Shares 10,627 Est. Cost $62.30 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GRP COM 0.3%
Value ($000) $705 Shares 11,260 Est. Cost $52.12 Unrealized +9.6%
UNITED STATES TREASURY NOTES NOTE 0.3%
Value ($000) $698 Shares 705 Est. Cost $989.80 Unrealized
UNITED STATES TREASURY NOTES NOTE 0.3%
Value ($000) $666 Shares 674 Est. Cost $987.85 Unrealized
PSN PARSONS CORPORATION COM 0.3%
Value ($000) $664 Shares 13,784 Est. Cost $46.08 Unrealized -1.0%
IEMG ISHARES INC CORE MSCI EMKT ETF 0.3%
Value ($000) $643 Shares 13,053 Est. Cost $50.09 Unrealized
BND VANGUARD TOTAL BND MRKT ETF 0.2%
Value ($000) $629 Shares 8,656 Est. Cost $74.40 Unrealized
QUAL ISHARES TRUST MSCI USA QUALITY FACTOR ETF 0.2%
Value ($000) $620 Shares 4,595 Est. Cost $134.64 Unrealized
SPYM SPDR SERIES TRUST PORTFOLIO S&P 500 ETF 0.2%
Value ($000) $569 Shares 10,916 Est. Cost $50.90 Unrealized
BOND PIMCO ETF TRUST ACTIVE BD ETF 0.2%
Value ($000) $542 Shares 5,919 Est. Cost $93.53 Unrealized
EFAV ISHARES TRUST MSCI EAFE MIN VOL FACTOR ETF 0.2%
Value ($000) $538 Shares 7,977 Est. Cost $66.28 Unrealized
VMBS VANGUARD MTG-BKD SECS ETF 0.2%
Value ($000) $519 Shares 11,295 Est. Cost $47.23 Unrealized
BLV VANGUARD LONG TERM BOND ETF 0.2%
Value ($000) $493 Shares 6,580 Est. Cost $78.12 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $470 Shares 1,020 Est. Cost $426.55 Unrealized +1.2%
LIN LINDE PLC COM 0.2%
Value ($000) $439 Shares 1,153 Est. Cost $352.90 Unrealized 0.0%
MUB ISHARES TRUST NATIONAL MUN ETF 0.2%
Value ($000) $433 Shares 4,061 Est. Cost $108.22 Unrealized
UNITED STATES TREASURY NOTES NOTE 0.2%
Value ($000) $432 Shares 441 Est. Cost $980.31 Unrealized
AMZN AMAZON COM INC COM 0.2%
Value ($000) $432 Shares 3,315 Est. Cost $99.52 Unrealized +14.8%
PEY INVESCO EXCHANGE TRADED FD TR HIG YLD EQ DIV ETF 0.2%
Value ($000) $432 Shares 22,468 Est. Cost $20.71 Unrealized
DLN WISDOMTREE TRUST US LARGECAP DIVD ETF 0.2%
Value ($000) $422 Shares 6,633 Est. Cost $61.82 Unrealized
IAGG ISHARES TRUST CORE INTL AGGR ETF 0.2%
Value ($000) $414 Shares 8,392 Est. Cost $48.83 Unrealized
SEIX VIRTUS ETF TRUST II SEIX SR LN ETF 0.2%
Value ($000) $411 Shares 17,427 Est. Cost $23.64 Unrealized
TSLA TESLA INC COM 0.2%
Value ($000) $410 Shares 1,565 Est. Cost $189.34 Unrealized +5.6%
IYW ISHARES TRUST U.S. TECH ETF 0.2%
Value ($000) $381 Shares 3,498 Est. Cost $87.52 Unrealized
DES WISDOMTREE TRUST US SMALLCAP DIVD ETF 0.1%
Value ($000) $368 Shares 12,774 Est. Cost $29.70 Unrealized
VWO VANGUARD FTSE EMR MKT ETF 0.1%
Value ($000) $366 Shares 9,007 Est. Cost $42.00 Unrealized
UNITED STATES TREASURY NOTES NOTE 0.1%
Value ($000) $361 Shares 365 Est. Cost $988.20 Unrealized
TRI THOMSON-REUTERS CORP COM 0.1%
Value ($000) $325 Shares 2,408 Est. Cost $122.38 Unrealized 0.0%
EMB ISHARES TRUST JPMORGAN USD EMG ETF 0.1%
Value ($000) $320 Shares 3,697 Est. Cost $88.35 Unrealized
XOM EXXON MOBIL CORPORATION COM 0.1%
Value ($000) $300 Shares 2,801 Est. Cost $96.28 Unrealized +3.5%
VXF VANGUARD EXTEND MKT ETF 0.1%
Value ($000) $298 Shares 2,000 Est. Cost $138.53 Unrealized
SRE SEMPRA COM 0.1%
Value ($000) $286 Shares 1,964 Est. Cost $69.81 Unrealized -1.5%
SCHZ SCHWAB STRATEGIC TR US AGGREGATE B ETF 0.1%
Value ($000) $280 Shares 6,067 Est. Cost $46.35 Unrealized
UNITED STATES TREASURY NOTES NOTE 0.1%
Value ($000) $277 Shares 287 Est. Cost $964.69 Unrealized
VO VANGUARD MID CAP ETF 0.1%
Value ($000) $276 Shares 1,252 Est. Cost $209.29 Unrealized
USMV ISHARES TRUST MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $272 Shares 3,657 Est. Cost $71.60 Unrealized
NVDA NVIDIA CORP COM 0.1%
Value ($000) $264 Shares 625 Est. Cost $16.37 Unrealized +102.7%
AMP AMERIPRISE FINANCIAL INC COM 0.1%
Value ($000) $263 Shares 790 Est. Cost $291.87 Unrealized +1.6%
VYM VANGUARD HIGH DIV YLD ETF 0.1%
Value ($000) $261 Shares 2,458 Est. Cost $107.83 Unrealized
UNITED STATES TREASURY NOTES NOTE 0.1%
Value ($000) $253 Shares 265 Est. Cost $956.33 Unrealized
STATE BK FENTON MICH CD 0.1%
Value ($000) $250 Shares 250 Est. Cost $1000.11 Unrealized
UNITED STATES TREASURY BILLS BILL 0.1%
Value ($000) $248 Shares 250 Est. Cost $992.83 Unrealized
PINNACLE BK NASHVILLE TENN CD MTHLY 0.1%
Value ($000) $247 Shares 249 Est. Cost $991.10 Unrealized
TLH ISHARES TRUST 10-20 YR TRS ETF 0.1%
Value ($000) $235 Shares 2,119 Est. Cost $115.92 Unrealized
XLE SELECT SECTOR SPDR TRUST ENERGY ETF 0.1%
Value ($000) $231 Shares 2,848 Est. Cost $89.21 Unrealized
RBS CTZNS NA PROVIDENCE RI CD 0.1%
Value ($000) $226 Shares 227 Est. Cost $997.29 Unrealized
WELLS FARGO BANK NATIONAL ASSN CD 0.1%
Value ($000) $226 Shares 227 Est. Cost $997.25 Unrealized
BRK/B BERKSHIRE HATHAWAY INC COM CL B 0.1%
Value ($000) $225 Shares 661 Est. Cost $296.98 Unrealized +9.9%
HD HOME DEPOT INC COM 0.1%
Value ($000) $222 Shares 716 Est. Cost $281.19 Unrealized -1.7%
NULG NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETF 0.1%
Value ($000) $222 Shares 3,568 Est. Cost $62.21 Unrealized
AGG ISHARES TRUST CORE US AGGBD ET ETF 0.1%
Value ($000) $221 Shares 2,260 Est. Cost $100.50 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $217 Shares 451 Est. Cost $500.41 Unrealized -7.1%
VTEB VANGUARD TAX EXEMPT BD ETF 0.1%
Value ($000) $214 Shares 4,258 Est. Cost $50.84 Unrealized
VBR VANGUARD SM CP VAL ETF 0.1%
Value ($000) $214 Shares 1,292 Est. Cost $164.33 Unrealized
AOR ISHARES TRUST GRWT ALLOCAT ETF 0.1%
Value ($000) $198 Shares 3,846 Est. Cost $49.11 Unrealized
IJH ISHARES TRUST CORE S&P MCP ETF 0.1%
Value ($000) $193 Shares 736 Est. Cost $251.01 Unrealized
VEU VANGUARD ALLWRLD EX US ETF 0.1%
Value ($000) $186 Shares 3,423 Est. Cost $54.08 Unrealized
JPMORGAN CHASE BANK NA CD M/W CLBL 0.1%
Value ($000) $175 Shares 175 Est. Cost $997.47 Unrealized
GOOGL ALPHABET INC COM CL A 0.1%
Value ($000) $167 Shares 1,399 Est. Cost $94.88 Unrealized +20.4%
CSCO CISCO SYSTEMS INC COM 0.1%
Value ($000) $163 Shares 3,156 Est. Cost $41.47 Unrealized +9.8%
MRK MERCK & CO INC COM 0.1%
Value ($000) $163 Shares 1,411 Est. Cost $92.80 Unrealized +12.6%
SUB ISHARES TRUST SHRT NAT MUN ETF 0.1%
Value ($000) $160 Shares 1,534 Est. Cost $105.06 Unrealized
AERG APPLIED ENERGETICS INC COM 0.1%
Value ($000) $159 Shares 62,500 Est. Cost $2.07 Unrealized +20.5%
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $157 Shares 949 Est. Cost $157.06 Unrealized -5.2%
JPM JP MORGAN CHASE & CO COM 0.1%
Value ($000) $154 Shares 1,055 Est. Cost $117.65 Unrealized +10.2%
BLACKROCK MUNIHLDGS NEW JERSEY COM 0.1%
Value ($000) $152 Shares 13,574 Est. Cost $11.62 Unrealized
GOLDMAN SACHS BK USA NEW YORK CD M/W MTHLY CLBL 0.1%
Value ($000) $150 Shares 150 Est. Cost $997.56 Unrealized
CHARLES SCHWAB BANK SSB CD 0.1%
Value ($000) $149 Shares 150 Est. Cost $1000.01 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $144 Shares 608 Est. Cost $200.86 Unrealized +11.7%
ESGD ISHARES TRUST ESG AWARE MSCI EAFE ETF 0.1%
Value ($000) $141 Shares 1,933 Est. Cost $71.79 Unrealized
VGIT VANGUARD INTER TERM TREAS ETF 0.1%
Value ($000) $137 Shares 2,334 Est. Cost $60.15 Unrealized
VZ VERIZON COMMUNICATIONS COM 0.1%
Value ($000) $137 Shares 3,677 Est. Cost $30.76 Unrealized +1.4%
IWM ISHARES TRUST RUSSELL 2000 ETF 0.1%
Value ($000) $136 Shares 726 Est. Cost $186.36 Unrealized
NUMG NUVEEN ESG NUVEEN ESG MID CAP GRWTH ETF 0.1%
Value ($000) $135 Shares 3,470 Est. Cost $39.03 Unrealized
IWR ISHARES TRUST RUS MID CAP ETF 0.1%
Value ($000) $132 Shares 1,811 Est. Cost $70.28 Unrealized
ISMD NORTHERN LIGHTS FUND TRUST IV INSPIRE SMALL/MID CAP ETF 0.1%
Value ($000) $131 Shares 4,071 Est. Cost $32.13 Unrealized
IGSB ISHARES TRUST 1-5 YEAR INVT GRADE CORP BD 0.1%
Value ($000) $127 Shares 2,534 Est. Cost $50.58 Unrealized
PG PROCTER & GAMBLE CO COM 0.0%
Value ($000) $124 Shares 819 Est. Cost $129.79 Unrealized +8.9%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $122 Shares 1,372 Est. Cost $78.14 Unrealized -1.2%
UNITED STATES TREASURY BILLS BILL 0.0%
Value ($000) $121 Shares 121 Est. Cost $998.89 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $120 Shares 2,130 Est. Cost $63.14 Unrealized -18.9%
CHARLES SCHWAB BANK SSB CD 0.0%
Value ($000) $120 Shares 120 Est. Cost $997.54 Unrealized
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $116 Shares 122 Est. Cost $955.75 Unrealized
UNITED STATES TREASURY BILLS BILL 0.0%
Value ($000) $115 Shares 116 Est. Cost $991.54 Unrealized
META META PLATFORMS INC COM CL A 0.0%
Value ($000) $113 Shares 394 Est. Cost $116.61 Unrealized +110.1%
CVX CHEVRON CORPORATION COM 0.0%
Value ($000) $113 Shares 716 Est. Cost $153.23 Unrealized -6.5%
CWB SPDR SERIES TRUST SPDR BLOOMBERG CONVERTIBLE 0.0%
Value ($000) $111 Shares 1,586 Est. Cost $66.85 Unrealized
AOM ISHARES TRUST MODERT ALLOC ETF 0.0%
Value ($000) $109 Shares 2,702 Est. Cost $39.53 Unrealized
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $106 Shares 107 Est. Cost $982.80 Unrealized
UNITED BANKOF FAIRFAX CD 0.0%
Value ($000) $106 Shares 106 Est. Cost $1000.03 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $105 Shares 2,857 Est. Cost $40.19 Unrealized -17.3%
CRM SALESFORCE INC COM 0.0%
Value ($000) $104 Shares 493 Est. Cost $144.17 Unrealized +39.9%
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $103 Shares 568 Est. Cost $178.43 Unrealized
T AT&T INC COM 0.0%
Value ($000) $103 Shares 6,437 Est. Cost $15.11 Unrealized -2.1%
WMT WALMART INC COM 0.0%
Value ($000) $103 Shares 653 Est. Cost $45.66 Unrealized +7.2%
CHICAGO ILLINOIS GO BDS M/W 0.0%
Value ($000) $102 Shares 95 Est. Cost $1073.59 Unrealized
BANK HOPE LOS ANGELES CA CD 0.0%
Value ($000) $100 Shares 100 Est. Cost $999.82 Unrealized
ZIONS BANCORPORATION N A CD 0.0%
Value ($000) $100 Shares 100 Est. Cost $999.64 Unrealized
JPMORGAN CHASE BANK NA CD M/W CLBL 0.0%
Value ($000) $100 Shares 100 Est. Cost $1000.03 Unrealized
JPMORGAN CHASE BANK NA CD M/W CLBL 0.0%
Value ($000) $100 Shares 100 Est. Cost $1000.55 Unrealized
SANTANDER BANK NATIONAL ASSN CD 0.0%
Value ($000) $100 Shares 100 Est. Cost $999.95 Unrealized
UNITED STATES TREASURY BILLS BILL 0.0%
Value ($000) $99 Shares 100 Est. Cost $994.59 Unrealized
EUROPEAN INVESTMENT BANK NOTE 0.0%
Value ($000) $99 Shares 100 Est. Cost $970.35 Unrealized
CITY NATL BK BEVERLY HILLS CA CD 0.0%
Value ($000) $99 Shares 100 Est. Cost $999.39 Unrealized
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $98 Shares 100 Est. Cost $981.60 Unrealized
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $95 Shares 97 Est. Cost $977.73 Unrealized
LQD ISHARES TRUST IBOXX INV CP ETF 0.0%
Value ($000) $95 Shares 874 Est. Cost $111.13 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $93 Shares 502 Est. Cost $160.89 Unrealized +6.0%
VT VANGUARD TT WRLD ST ETF 0.0%
Value ($000) $92 Shares 949 Est. Cost $93.50 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $92 Shares 1,771 Est. Cost $53.65 Unrealized -11.3%
COST COSTCO WHOLESALE CORP COM 0.0%
Value ($000) $89 Shares 166 Est. Cost $468.77 Unrealized +3.9%
MCD MCDONALD'S CORPORATION COM 0.0%
Value ($000) $89 Shares 298 Est. Cost $245.25 Unrealized +11.4%
QQQM INVESCO EXCHANGE TRADED FUND T NASDAQ 100 ETF 0.0%
Value ($000) $86 Shares 567 Est. Cost $151.98 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $86 Shares 831 Est. Cost $109.40 Unrealized -13.6%
HOLLYWOOD BEACH CMNTY DEV DIST REV BDS CLBL 0.0%
Value ($000) $86 Shares 85 Est. Cost $1027.51 Unrealized
XLK SELECT SECTOR SPDR TRUST TECHNOLOGY ETF 0.0%
Value ($000) $84 Shares 485 Est. Cost $127.88 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $84 Shares 856 Est. Cost $81.30 Unrealized +3.9%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $83 Shares 208 Est. Cost $321.12 Unrealized +11.4%
AJG GALLAGHER (ARTHUR J) & CO COM 0.0%
Value ($000) $83 Shares 379 Est. Cost $181.58 Unrealized +11.9%
IXUS ISHARES TRUST CORE MSCI TOTAL ETF 0.0%
Value ($000) $83 Shares 1,328 Est. Cost $62.12 Unrealized
ESGE ISHARES INC ESG AWARE MSCI EM ETF 0.0%
Value ($000) $83 Shares 2,611 Est. Cost $32.82 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $79 Shares 798 Est. Cost $88.27 Unrealized +10.2%
NOW SERVICENOW INC COM 0.0%
Value ($000) $79 Shares 140 Est. Cost $87.98 Unrealized +13.6%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $78 Shares 305 Est. Cost $82.71 Unrealized +25.8%
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $77 Shares 78 Est. Cost $992.06 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $77 Shares 314 Est. Cost $206.59 Unrealized +3.5%
AVGO BROADCOM INC COM 0.0%
Value ($000) $76 Shares 87 Est. Cost $47.61 Unrealized +44.4%
RBS CTZNS NA PROVIDENCE RI CD 0.0%
Value ($000) $75 Shares 75 Est. Cost $998.92 Unrealized
ALLY BANK MIDVALE UTAH CD 0.0%
Value ($000) $75 Shares 75 Est. Cost $998.67 Unrealized
CHARLES SCHWAB BANK SSB CD 0.0%
Value ($000) $75 Shares 75 Est. Cost $998.32 Unrealized
GOLDMAN SACHS BK USA NEW YORK CD 0.0%
Value ($000) $75 Shares 75 Est. Cost $997.01 Unrealized
MORGAN STANLEY PVT BK PURCHASE CD 0.0%
Value ($000) $75 Shares 75 Est. Cost $996.95 Unrealized
CHARLES SCHWAB BANK SSB CD 0.0%
Value ($000) $75 Shares 75 Est. Cost $994.85 Unrealized
KO COCA-COLA CO COM 0.0%
Value ($000) $74 Shares 1,231 Est. Cost $54.92 Unrealized +4.4%
VEEV VEEVA SYSTEMS INC COM CL A 0.0%
Value ($000) $74 Shares 375 Est. Cost $171.73 Unrealized +6.2%
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $74 Shares 75 Est. Cost $985.55 Unrealized
IFRA ISHARES TRUST US INFRASTRUC ETF 0.0%
Value ($000) $74 Shares 1,883 Est. Cost $37.20 Unrealized
CMCSA COMCAST CORP COM CL A 0.0%
Value ($000) $73 Shares 1,756 Est. Cost $30.06 Unrealized +21.9%
EQH EQUITABLE HOLDINGS INC COM 0.0%
Value ($000) $73 Shares 2,682 Est. Cost $23.70 Unrealized 0.0%
HDV ISHARES TRUST CORE HIGH DV ETF 0.0%
Value ($000) $72 Shares 718 Est. Cost $103.90 Unrealized
DIS WALT DISNEY COMPANY (THE) COM 0.0%
Value ($000) $72 Shares 809 Est. Cost $93.45 Unrealized -1.0%
ACN ACCENTURE PLC COM 0.0%
Value ($000) $72 Shares 234 Est. Cost $264.08 Unrealized +5.9%
ABBV ABBVIE INC COM 0.0%
Value ($000) $72 Shares 536 Est. Cost $137.22 Unrealized -2.6%
ACWV ISHARES INC MSCI GBL MIN VOL ETF 0.0%
Value ($000) $71 Shares 728 Est. Cost $95.92 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $71 Shares 502 Est. Cost $140.05 Unrealized
XSVM INVESCO EXCHANGE TRADED FD TR S&P SMCP VLU MNT ETF 0.0%
Value ($000) $71 Shares 1,536 Est. Cost $47.48 Unrealized
IEFA ISHARES TRUST CORE MSCI EAFE ETF 0.0%
Value ($000) $71 Shares 1,055 Est. Cost $65.99 Unrealized
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $71 Shares 72 Est. Cost $984.29 Unrealized
JPMORGAN CHASE BANK NA CD M/W CLBL 0.0%
Value ($000) $70 Shares 70 Est. Cost $1000.10 Unrealized
XLV SELECT SECTOR SPDR TRUST SBI HEALTHCARE ETF 0.0%
Value ($000) $70 Shares 525 Est. Cost $133.24 Unrealized
SHW SHERWIN-WILLIAMS CO COM 0.0%
Value ($000) $69 Shares 261 Est. Cost $225.92 Unrealized +1.8%
JPMORGAN CHASE BANK NA CD M/W CLBL 0.0%
Value ($000) $69 Shares 70 Est. Cost $1000.19 Unrealized
TLT ISHARES TRUST 20 YR TR BD ETF 0.0%
Value ($000) $69 Shares 666 Est. Cost $107.95 Unrealized
UNITED STATES TREASURY BILLS BILL 0.0%
Value ($000) $68 Shares 69 Est. Cost $988.81 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $68 Shares 969 Est. Cost $59.62 Unrealized +9.5%
VCIT VANGUARD INT-TERM CORP ETF 0.0%
Value ($000) $68 Shares 861 Est. Cost $80.81 Unrealized
MA MASTERCARD INCORPORATED COM CL A 0.0%
Value ($000) $68 Shares 173 Est. Cost $323.40 Unrealized +14.4%
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $67 Shares 68 Est. Cost $980.63 Unrealized
BBJP JP MORGAN ETF TRUST BETABUILDERS JAPAN ETF NEW 0.0%
Value ($000) $67 Shares 1,292 Est. Cost $47.11 Unrealized
PRU PRUDENTIAL FINANCIAL INC COM 0.0%
Value ($000) $66 Shares 751 Est. Cost $86.71 Unrealized -15.3%
NKE NIKE INC COM CL B 0.0%
Value ($000) $66 Shares 599 Est. Cost $95.30 Unrealized +16.8%
EMLC VANECK ETF TRUST VANECK J. P. MORGAN EM LOCA 0.0%
Value ($000) $66 Shares 2,584 Est. Cost $25.19 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $65 Shares 94 Est. Cost $731.80 Unrealized
WST WEST PHARMA SERVICES INC COM 0.0%
Value ($000) $65 Shares 170 Est. Cost $235.00 Unrealized +51.0%
MDLZ MONDELEZ INTL INC COM CL A 0.0%
Value ($000) $64 Shares 872 Est. Cost $58.01 Unrealized +18.2%
ZTS ZOETIS INC COM CL A 0.0%
Value ($000) $63 Shares 367 Est. Cost $143.20 Unrealized +17.4%
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $63 Shares 900 Est. Cost $68.06 Unrealized
UNITED STATES TREASURY BILLS BILL 0.0%
Value ($000) $63 Shares 63 Est. Cost $995.62 Unrealized
DHR DANAHER CORP COM 0.0%
Value ($000) $62 Shares 260 Est. Cost $223.66 Unrealized -6.7%
IEI ISHARES TRUST 3 7 YR TREAS BD ETF 0.0%
Value ($000) $62 Shares 540 Est. Cost $117.74 Unrealized
WELLS FARGO BANK NATIONAL ASSN CD 0.0%
Value ($000) $62 Shares 62 Est. Cost $1000.29 Unrealized
WELLS FARGO BANK NATIONAL ASSN CD 0.0%
Value ($000) $62 Shares 62 Est. Cost $1000.08 Unrealized
RINF PROSHARES TRUST INFLATN EXPECTNS ETF 0.0%
Value ($000) $61 Shares 1,886 Est. Cost $32.56 Unrealized
HEI HEICO CORP COM 0.0%
Value ($000) $61 Shares 346 Est. Cost $155.70 Unrealized +8.3%
MTUM ISHARES TRUST MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $61 Shares 424 Est. Cost $142.88 Unrealized
RTX RTX CORP COM 0.0%
Value ($000) $61 Shares 623 Est. Cost $87.65 Unrealized +5.3%
NFLX NETFLIX INC COM 0.0%
Value ($000) $60 Shares 137 Est. Cost $28.05 Unrealized +31.3%
USHY ISHARES TRUST BROAD USD HIGH ETF 0.0%
Value ($000) $60 Shares 1,706 Est. Cost $35.66 Unrealized
VLUE ISHARES TRUST MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $60 Shares 637 Est. Cost $93.07 Unrealized
IXN ISHARES TRUST GLOBAL TECH ETF 0.0%
Value ($000) $59 Shares 952 Est. Cost $46.78 Unrealized
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $59 Shares 60 Est. Cost $976.60 Unrealized
APO APOLLO GLOBAL MANAGEMENT INC COM 0.0%
Value ($000) $58 Shares 759 Est. Cost $56.25 Unrealized +13.9%
LAM RESEARCH CORP COM 0.0%
Value ($000) $57 Shares 89 Est. Cost $506.97 Unrealized
GOOG ALPHABET INC COM CL C 0.0%
Value ($000) $57 Shares 470 Est. Cost $94.73 Unrealized +21.3%
MNST MONSTER BEVERAGE CORP COM 0.0%
Value ($000) $56 Shares 979 Est. Cost $54.59 Unrealized +4.2%
VOOG VANGUARD 500 GRTH IDX F ETF 0.0%
Value ($000) $56 Shares 220 Est. Cost $213.20 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $56 Shares 1,047 Est. Cost $40.52 Unrealized +11.7%
IVW ISHARES TRUST S&P 500 GRWT ETF 0.0%
Value ($000) $56 Shares 789 Est. Cost $70.48 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $55 Shares 1,211 Est. Cost $35.03 Unrealized +4.4%
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $55 Shares 59 Est. Cost $950.21 Unrealized
EMXC ISHARES INC MSCI EMRG CHN ETF 0.0%
Value ($000) $54 Shares 1,039 Est. Cost $51.98 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $54 Shares 277 Est. Cost $147.75 Unrealized +19.7%
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $54 Shares 60 Est. Cost $901.46 Unrealized
SLYV SPDR SERIES TRUST S&P 600 SMCP VAL ETF 0.0%
Value ($000) $54 Shares 695 Est. Cost $78.34 Unrealized
EWU ISHARES TRUST MSCI UK ETF NEW 0.0%
Value ($000) $53 Shares 1,634 Est. Cost $32.69 Unrealized
IWD ISHARES TRUST RUS 1000 VAL ETF 0.0%
Value ($000) $53 Shares 334 Est. Cost $153.88 Unrealized
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $52 Shares 161 Est. Cost $316.26 Unrealized -8.6%
EEMV ISHARES INC MSCI EMERGING MARKETS MIN V 0.0%
Value ($000) $52 Shares 937 Est. Cost $55.00 Unrealized
CITIGROUP INC NOTE M/W CLBL 0.0%
Value ($000) $51 Shares 55 Est. Cost $940.16 Unrealized
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $51 Shares 56 Est. Cost $931.26 Unrealized
ISRG INTUITIVE SURGICAL INC COM 0.0%
Value ($000) $51 Shares 149 Est. Cost $263.54 Unrealized +14.8%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $51 Shares 563 Est. Cost $81.67 Unrealized +6.9%
IYE ISHARES TRUST U.S. ENERGY ETF 0.0%
Value ($000) $51 Shares 1,185 Est. Cost $47.34 Unrealized
FEDERAL HOME LOAN BANKS BOND 0.0%
Value ($000) $50 Shares 50 Est. Cost $1014.38 Unrealized
ANSYS INC COM 0.0%
Value ($000) $50 Shares 151 Est. Cost $250.03 Unrealized
WELLS FARGO BANK NATIONAL ASSN CD 0.0%
Value ($000) $50 Shares 50 Est. Cost $1000.02 Unrealized
CHARLES SCHWAB BANK SSB CD 0.0%
Value ($000) $50 Shares 50 Est. Cost $997.22 Unrealized
PLD PROLOGIS INC COM USD0.01 0.0%
Value ($000) $50 Shares 407 Est. Cost $107.15 Unrealized +5.3%
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $50 Shares 50 Est. Cost $981.72 Unrealized
WELLS FARGO BANK NATIONAL ASSN CD 0.0%
Value ($000) $50 Shares 50 Est. Cost $999.56 Unrealized
GLOB GLOBANT SA COM 0.0%
Value ($000) $50 Shares 277 Est. Cost $177.02 Unrealized -7.3%
FNDE SCHWAB STRATEGIC TR SCHWB FDT EMK LG ETF 0.0%
Value ($000) $49 Shares 1,845 Est. Cost $26.60 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $49 Shares 217 Est. Cost $172.18 Unrealized +19.9%
INTU INTUIT INC COM 0.0%
Value ($000) $49 Shares 107 Est. Cost $392.02 Unrealized +9.9%
FAST FASTENAL COM 0.0%
Value ($000) $49 Shares 828 Est. Cost $22.64 Unrealized +13.4%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $49 Shares 117 Est. Cost $326.65 Unrealized +17.9%
TIP ISHARES TRUST TIPS BD ETF 0.0%
Value ($000) $47 Shares 435 Est. Cost $109.27 Unrealized
FIVE FIVE BELOW INC COM 0.0%
Value ($000) $47 Shares 238 Est. Cost $157.26 Unrealized +24.3%
ROL ROLLINS INC COM 0.0%
Value ($000) $47 Shares 1,087 Est. Cost $37.30 Unrealized +5.3%
DBB INVESCO DB MULTI-SECTOR COMM T BASE METALS FD ETF 0.0%
Value ($000) $46 Shares 2,567 Est. Cost $21.94 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $46 Shares 515 Est. Cost $72.30 Unrealized +11.5%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $46 Shares 213 Est. Cost $228.84 Unrealized -10.6%
MDT MEDTRONIC PLC COM 0.0%
Value ($000) $46 Shares 520 Est. Cost $73.46 Unrealized +8.1%
IUSG ISHARES TRUST CORE S&P US GWT ETF 0.0%
Value ($000) $45 Shares 463 Est. Cost $82.34 Unrealized
RBA RB GLOBAL INC COM 0.0%
Value ($000) $45 Shares 750 Est. Cost $56.38 Unrealized 0.0%
DGRO ISHARES TRUST CORE DIV GRWTH ETF 0.0%
Value ($000) $45 Shares 869 Est. Cost $49.81 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $44 Shares 694 Est. Cost $65.23 Unrealized -9.6%
DEM WISDOMTREE TRUST EMER MKT HIGH FD ETF 0.0%
Value ($000) $44 Shares 1,156 Est. Cost $38.15 Unrealized
WELLS FARGO & COMPANY NOTE 0.0%
Value ($000) $44 Shares 46 Est. Cost $973.41 Unrealized
VOX VANGUARD COMM SRVC ETF 0.0%
Value ($000) $44 Shares 410 Est. Cost $88.35 Unrealized
UNITED STATES TREASURY BILLS BILL 0.0%
Value ($000) $44 Shares 45 Est. Cost $967.04 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $42 Shares 368 Est. Cost $76.33 Unrealized +36.2%
KMI KINDER MORGAN INC COM 0.0%
Value ($000) $42 Shares 2,432 Est. Cost $15.18 Unrealized -2.6%
BANK OF AMERICA CORPORATION NOTE 0.0%
Value ($000) $42 Shares 43 Est. Cost $982.05 Unrealized
DFUS DIMENSIONAL ETF TR US EQUITY ETF 0.0%
Value ($000) $41 Shares 861 Est. Cost $42.28 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $41 Shares 509 Est. Cost $84.51 Unrealized
VIG VANGUARD DIV APP ETF 0.0%
Value ($000) $41 Shares 252 Est. Cost $151.43 Unrealized
NUVEEN INSD TAX-FREE ADVANTAGE COM 0.0%
Value ($000) $41 Shares 3,729 Est. Cost $11.48 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $41 Shares 1,191 Est. Cost $30.19 Unrealized +0.8%
BAC BANK OF AMERICA CORPORATION COM 0.0%
Value ($000) $41 Shares 1,413 Est. Cost $31.71 Unrealized -16.1%
NUVEEN DIVID ADVANTAGE MUN FD COM SH BEN INT 0.0%
Value ($000) $40 Shares 3,445 Est. Cost $12.33 Unrealized
META PLATFORMS INC NOTE M/W CLBL 0.0%
Value ($000) $40 Shares 43 Est. Cost $928.84 Unrealized
WELLS FARGO BANK NATIONAL ASSN CD 0.0%
Value ($000) $40 Shares 40 Est. Cost $997.45 Unrealized
JPMORGAN CHASE BANK NA CD M/W CLBL 0.0%
Value ($000) $40 Shares 40 Est. Cost $996.08 Unrealized
TXN TEXAS INSTRUMENTS INC COM 0.0%
Value ($000) $40 Shares 220 Est. Cost $152.50 Unrealized +4.3%
ASML ASML HOLDING NV ADR SPONSORED 0.0%
Value ($000) $39 Shares 54 Est. Cost $630.26 Unrealized
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $39 Shares 40 Est. Cost $974.42 Unrealized
WPC WP CAREY INC COM USD0.001 0.0%
Value ($000) $39 Shares 574 Est. Cost $81.34 Unrealized
ARISTA NETWORKS INC COM 0.0%
Value ($000) $39 Shares 239 Est. Cost $139.85 Unrealized
EL ESTEE LAUDER COMPANIES INC COM CL A 0.0%
Value ($000) $39 Shares 197 Est. Cost $211.01 Unrealized -4.5%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $39 Shares 49 Est. Cost $548.52 Unrealized +22.7%
SDY SPDR SERIES TRUST S&P DIVID ETF 0.0%
Value ($000) $39 Shares 315 Est. Cost $124.84 Unrealized
CMG CHIPOTLE MEXICAN GRILL COM 0.0%
Value ($000) $39 Shares 18 Est. Cost $33.10 Unrealized +19.5%
SYK STRYKER CORP COM 0.0%
Value ($000) $38 Shares 125 Est. Cost $219.76 Unrealized +28.0%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $38 Shares 768 Est. Cost $38.88 Unrealized +9.4%
VTIP VANGUARD STRM INFPROIDX ETF 0.0%
Value ($000) $38 Shares 800 Est. Cost $47.11 Unrealized
SHYG ISHARES TRUST 0-5YR HI YL CP ETF 0.0%
Value ($000) $38 Shares 912 Est. Cost $41.81 Unrealized
EWG ISHARES INC MSCI GERMANY ETF 0.0%
Value ($000) $38 Shares 1,317 Est. Cost $27.51 Unrealized
IAU ISHARES GOLD TRUST ISHARES NEW ETF 0.0%
Value ($000) $38 Shares 1,033 Est. Cost $36.60 Unrealized
CPRT COPART INC COM 0.0%
Value ($000) $38 Shares 412 Est. Cost $29.94 Unrealized +38.5%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $38 Shares 72 Est. Cost $525.82 Unrealized +1.8%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $37 Shares 444 Est. Cost $75.12 Unrealized
VWOB VANGUARD EMERGING MKT GOVT BOND INDE 0.0%
Value ($000) $37 Shares 591 Est. Cost $63.80 Unrealized
IDXX IDEXX LABORATORIES INC COM 0.0%
Value ($000) $37 Shares 73 Est. Cost $388.17 Unrealized +23.5%
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $37 Shares 42 Est. Cost $884.93 Unrealized
RAYTHEON TECHNOLOGIES CORP NOTE M/W CLBL 0.0%
Value ($000) $37 Shares 38 Est. Cost $967.63 Unrealized
ETN EATON CORPORATION PLC COM 0.0%
Value ($000) $36 Shares 181 Est. Cost $146.94 Unrealized +15.9%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $36 Shares 470 Est. Cost $70.79 Unrealized +2.5%
XLC SELECT SECTOR SPDR TRUST COMMUNICATION ETF 0.0%
Value ($000) $36 Shares 551 Est. Cost $51.49 Unrealized
MIAMI-DADE COUNTY FLORIDA REF BDS REV CLBL 0.0%
Value ($000) $36 Shares 40 Est. Cost $943.02 Unrealized
UPS UNITED PARCEL SERVICE INC COM CL B 0.0%
Value ($000) $36 Shares 199 Est. Cost $148.03 Unrealized +4.4%
IJK ISHARES TRUST S&P MC 400GR ETF 0.0%
Value ($000) $36 Shares 475 Est. Cost $75.00 Unrealized
USB US BANCORP COM 0.0%
Value ($000) $35 Shares 1,071 Est. Cost $36.71 Unrealized -22.6%
MRSH MARSH & MCLENNAN COMPANIES INC COM 0.0%
Value ($000) $35 Shares 186 Est. Cost $155.95 Unrealized +9.3%
VCLT VANGUARD LG-TERM COR BD ETF 0.0%
Value ($000) $35 Shares 444 Est. Cost $81.69 Unrealized
MINT PIMCO ETF TRUST ENHAN SHRT MA AC ETF 0.0%
Value ($000) $35 Shares 349 Est. Cost $99.30 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SM CAP ETF 0.0%
Value ($000) $34 Shares 885 Est. Cost $38.51 Unrealized
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $34 Shares 35 Est. Cost $976.40 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $34 Shares 785 Est. Cost $29.61 Unrealized +25.5%
MOAT VANECK ETF TRUST VANECK MORNINGSTAR WIDE MOA 0.0%
Value ($000) $34 Shares 422 Est. Cost $68.12 Unrealized
MCHI ISHARES TRUST MSCI CHINA ETF 0.0%
Value ($000) $34 Shares 751 Est. Cost $53.53 Unrealized
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $34 Shares 243 Est. Cost $112.73 Unrealized +11.6%
LOPE GRAND CANYON EDUCATION COM 0.0%
Value ($000) $33 Shares 324 Est. Cost $99.74 Unrealized +10.2%
VRTX VERTEX PHARMACEUTICAL COM 0.0%
Value ($000) $33 Shares 95 Est. Cost $322.38 Unrealized +4.5%
EMN EASTMAN CHEMICAL CO COM 0.0%
Value ($000) $33 Shares 398 Est. Cost $71.13 Unrealized +2.9%
LLY ELI LILLY AND COMPANY COM 0.0%
Value ($000) $33 Shares 71 Est. Cost $345.79 Unrealized +19.0%
FSTA FIDELITY COVINGTON TRUST CONSMR STAPLES ETF 0.0%
Value ($000) $33 Shares 728 Est. Cost $43.60 Unrealized
TJX TJX COS INC COM 0.0%
Value ($000) $33 Shares 387 Est. Cost $71.63 Unrealized +6.3%
MSI MOTOROLA SOLUTIONS INC COM 0.0%
Value ($000) $33 Shares 111 Est. Cost $272.05 Unrealized +2.2%
XLY SELECT SECTOR SPDR TRUST SBI CONS DISCR ETF 0.0%
Value ($000) $32 Shares 191 Est. Cost $135.69 Unrealized
ERIE COUNTY NEW YORK PUB IMPT GO BDS 0.0%
Value ($000) $32 Shares 30 Est. Cost $1066.60 Unrealized
PAYPAL HOLDINGS INC NOTE M/W CLBL 0.0%
Value ($000) $32 Shares 36 Est. Cost $895.50 Unrealized
ALC ALCON AG COM 0.0%
Value ($000) $32 Shares 387 Est. Cost $63.16 Unrealized +20.0%
METROPOLITAN TRANSN AUTH N Y D REF BDS REV 0.0%
Value ($000) $31 Shares 30 Est. Cost $1046.73 Unrealized
F FORD MOTOR CO COM 0.0%
Value ($000) $31 Shares 2,070 Est. Cost $10.07 Unrealized +6.2%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $31 Shares 798 Est. Cost $34.36 Unrealized +2.4%
NEW YORK N Y GO BDS 0.0%
Value ($000) $31 Shares 30 Est. Cost $1019.67 Unrealized
PARAMOUNT GLOBAL COM 0.0%
Value ($000) $30 Shares 1,916 Est. Cost $19.46 Unrealized
INTEL CORP NOTE M/W CLBL 0.0%
Value ($000) $30 Shares 32 Est. Cost $962.02 Unrealized
MGC VANGUARD MEGA CAP INDEX ETF 0.0%
Value ($000) $30 Shares 193 Est. Cost $134.35 Unrealized
GROVE CITY PA GO BDS CLBL 0.0%
Value ($000) $30 Shares 30 Est. Cost $1006.73 Unrealized
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $30 Shares 30 Est. Cost $994.07 Unrealized
PNC PNC FINANCIAL SERVICES GROUP COM 0.0%
Value ($000) $30 Shares 236 Est. Cost $139.24 Unrealized -20.7%
XLP SELECT SECTOR SPDR TRUST SBI CONS STPLS ETF 0.0%
Value ($000) $29 Shares 397 Est. Cost $72.06 Unrealized
KLAC KLA CORPORATION COM 0.0%
Value ($000) $29 Shares 60 Est. Cost $367.05 Unrealized +11.1%
ICSH ISHARES TRUST BLACKROCK ULTRA SHT TRM BD 0.0%
Value ($000) $29 Shares 575 Est. Cost $50.24 Unrealized
UNITED STATES TREASURY BONDS BOND 0.0%
Value ($000) $29 Shares 30 Est. Cost $998.82 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $29 Shares 81 Est. Cost $200.17 Unrealized +59.1%
NVO NOVO NORDISK A/S ADR SPONSORED 0.0%
Value ($000) $29 Shares 177 Est. Cost $140.66 Unrealized
IBM INTERNATIONAL BUS MACH CORP COM 0.0%
Value ($000) $28 Shares 213 Est. Cost $123.05 Unrealized -4.1%
SLV ISHARES SILVER TRUST ISHARES ETF 0.0%
Value ($000) $28 Shares 1,356 Est. Cost $21.96 Unrealized
AIRCASTLE LIMITED NOTE M/W CLBL 0.0%
Value ($000) $28 Shares 30 Est. Cost $958.27 Unrealized
AMAZON COM INC NOTE M/W CLBL 0.0%
Value ($000) $28 Shares 28 Est. Cost $1000.62 Unrealized
COMCAST CORP NOTE M/W CLBL 0.0%
Value ($000) $28 Shares 34 Est. Cost $829.81 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $28 Shares 482 Est. Cost $61.14 Unrealized -7.4%
ABT ABBOTT LABORATORIES COM 0.0%
Value ($000) $28 Shares 253 Est. Cost $97.62 Unrealized +3.9%
LVMUY LVMH MOET HENNESSY VUITTON SE ADR UNSPONSORED 0.0%
Value ($000) $28 Shares 146 Est. Cost $168.31 Unrealized
PFF ISHARES TRUST PFD AND INCM SEC ETF 0.0%
Value ($000) $27 Shares 885 Est. Cost $32.87 Unrealized
IT GARTNER INC COM 0.0%
Value ($000) $27 Shares 78 Est. Cost $322.72 Unrealized +0.9%
NEW YORK ST DORM AUTH REVS NON REV BDS 0.0%
Value ($000) $27 Shares 25 Est. Cost $1089.48 Unrealized
ISLIP N Y PUB IMPT BDS 0.0%
Value ($000) $27 Shares 25 Est. Cost $1089.20 Unrealized
ENSG ENSIGN GROUP INC COM 0.0%
Value ($000) $27 Shares 280 Est. Cost $90.10 Unrealized +4.0%
WK WORKIVA INC COM CL A 0.0%
Value ($000) $27 Shares 262 Est. Cost $77.50 Unrealized +24.1%
GNR SPDR INDEX SHARES FUNDS GLB NAT RESRCE ETF 0.0%
Value ($000) $26 Shares 487 Est. Cost $60.10 Unrealized
AUTODESK INC NOTE M/W CLBL 0.0%
Value ($000) $26 Shares 32 Est. Cost $829.36 Unrealized
ALASKA MUN BD BK ALASKA MUN BD GO BDS REV CLBL 0.0%
Value ($000) $26 Shares 25 Est. Cost $1076.48 Unrealized
VERIZON COMMUNICATIONS NOTE M/W CLBL 0.0%
Value ($000) $26 Shares 31 Est. Cost $847.26 Unrealized
CHESTER COUNTY PA GO REF BDS CLBL 0.0%
Value ($000) $26 Shares 25 Est. Cost $1064.64 Unrealized
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $26 Shares 26 Est. Cost $986.88 Unrealized
EMR EMERSON ELECTRIC CO COM 0.0%
Value ($000) $26 Shares 282 Est. Cost $84.53 Unrealized -5.3%
INTC INTEL CORP COM 0.0%
Value ($000) $25 Shares 758 Est. Cost $26.65 Unrealized +15.3%
NEW YORK N Y CITY TRANSITIONAL FUTURE TAX SEC SUB BD REV CLBL 0.0%
Value ($000) $25 Shares 25 Est. Cost $1027.04 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $25 Shares 135 Est. Cost $141.81 Unrealized +18.0%
CCI CROWN CASTLE INC COM USD0.01 0.0%
Value ($000) $25 Shares 221 Est. Cost $113.66 Unrealized -9.9%
UNITED STATES TREASURY BONDS BOND 0.0%
Value ($000) $25 Shares 38 Est. Cost $695.44 Unrealized
PORT AUTH NY & NJ CONSOLIDATED BDS REV CLBL 0.0%
Value ($000) $25 Shares 25 Est. Cost $1017.55 Unrealized
CONNECTICUT ST GO BDS CLBL 0.0%
Value ($000) $25 Shares 25 Est. Cost $1013.40 Unrealized
PENNSYLVANIA ECONOMIC DEV FING BDS REV CLBL 0.0%
Value ($000) $25 Shares 25 Est. Cost $1013.12 Unrealized
JPMORGAN CHASE BANK NATIONAL A CD M/W CLBL 0.0%
Value ($000) $25 Shares 25 Est. Cost $1000.24 Unrealized
NEW YORK ST DORM AUTH REVS REV BDS CLBL 0.0%
Value ($000) $25 Shares 25 Est. Cost $1011.80 Unrealized
NEW YORK ST DORM AUTH REVS REV BDS CLBL 0.0%
Value ($000) $25 Shares 25 Est. Cost $1011.80 Unrealized
JPMORGAN CHASE BANK NATIONAL A CD M/W CLBL 0.0%
Value ($000) $25 Shares 25 Est. Cost $999.80 Unrealized
UNITED STATES TREASURY BILLS BILL 0.0%
Value ($000) $25 Shares 25 Est. Cost $998.60 Unrealized
PNC BANK NATIONAL ASSN (DE) CD 0.0%
Value ($000) $25 Shares 25 Est. Cost $1001.28 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $25 Shares 349 Est. Cost $25.00 Unrealized +8.7%
FIRST REPUBLIC BANK SAN FRANCI CD 0.0%
Value ($000) $25 Shares 25 Est. Cost $995.36 Unrealized
UNITED STATES TREASURY BILLS BILL 0.0%
Value ($000) $25 Shares 25 Est. Cost $994.88 Unrealized
ORLY OREILLY AUTOMOTIVE INC NEW COM 0.0%
Value ($000) $25 Shares 26 Est. Cost $55.45 Unrealized +10.1%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $25 Shares 945 Est. Cost $29.78 Unrealized -22.4%
NORTHAMPTON PA AREA SCH DIST GO BDS CLBL 0.0%
Value ($000) $25 Shares 25 Est. Cost $1007.48 Unrealized
TFLO ISHARES TRUST TRS FLT RT BD ETF 0.0%
Value ($000) $25 Shares 486 Est. Cost $50.50 Unrealized
ACWX ISHARES TRUST MSCI ACWI EX US ETF 0.0%
Value ($000) $25 Shares 498 Est. Cost $48.89 Unrealized
ADBE ADOBE INC COM 0.0%
Value ($000) $24 Shares 50 Est. Cost $319.83 Unrealized +26.0%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $24 Shares 291 Est. Cost $86.66 Unrealized
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $24 Shares 27 Est. Cost $905.47 Unrealized
HON HONEYWELL INTERNATIONAL INC COM 0.0%
Value ($000) $24 Shares 116 Est. Cost $178.76 Unrealized -1.8%
NEW YORK ST PWR AUTH REV BDS REV CLBL 0.0%
Value ($000) $24 Shares 25 Est. Cost $987.32 Unrealized
WFC WELLS FARGO & COMPANY COM 0.0%
Value ($000) $24 Shares 559 Est. Cost $40.83 Unrealized -7.8%
LAMR LAMAR ADVERTISING CO COM USD0.001 CL A 0.0%
Value ($000) $24 Shares 239 Est. Cost $99.35 Unrealized
EWY ISHARES INC MSCI STH KOR ETF 0.0%
Value ($000) $24 Shares 373 Est. Cost $62.97 Unrealized
JCI JOHNSON CONTROLS INTL PLC COM 0.0%
Value ($000) $24 Shares 346 Est. Cost $57.70 Unrealized +1.7%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $24 Shares 227 Est. Cost $65.80 Unrealized +17.1%
BK BANK OF NEW YORK MELLON CORP COM 0.0%
Value ($000) $23 Shares 526 Est. Cost $39.25 Unrealized +1.7%
DDOG DATADOG INC COM CL A 0.0%
Value ($000) $23 Shares 238 Est. Cost $81.49 Unrealized +2.6%
ORACLE CORP NOTE M/W CLBL 0.0%
Value ($000) $23 Shares 25 Est. Cost $936.04 Unrealized
MORGAN STANLEY NOTE M/W CLBL 0.0%
Value ($000) $23 Shares 24 Est. Cost $965.29 Unrealized
MORGAN STANLEY NOTE M/W CLBL 0.0%
Value ($000) $23 Shares 24 Est. Cost $960.63 Unrealized
GBTC GRAYSCALE BITCOIN TRUST BTC COM 0.0%
Value ($000) $23 Shares 1,200 Est. Cost $13.75 Unrealized
AMEDISYS INC COM 0.0%
Value ($000) $23 Shares 248 Est. Cost $93.89 Unrealized
MARSH & MCLENNAN COMPANIES INC NOTE M/W CLBL 0.0%
Value ($000) $22 Shares 23 Est. Cost $971.35 Unrealized
NEW YORK N Y CITY TRANSITIONAL FUTURE TAX SECD SUB BDS REV 0.0%
Value ($000) $22 Shares 20 Est. Cost $1109.55 Unrealized
WELLS FARGO & COMPANY NOTE 0.0%
Value ($000) $22 Shares 23 Est. Cost $959.78 Unrealized
VISA INC NOTE M/W CLBL 0.0%
Value ($000) $22 Shares 23 Est. Cost $961.45 Unrealized
SCHW SCHWAB (CHARLES) CORP COM 0.0%
Value ($000) $22 Shares 387 Est. Cost $72.86 Unrealized -30.8%
QUALCOMM INC NOTE M/W CLBL 0.0%
Value ($000) $22 Shares 23 Est. Cost $946.91 Unrealized
GOLDMAN SACHS GROUP INC NOTE M/W CLBL 0.0%
Value ($000) $22 Shares 23 Est. Cost $944.48 Unrealized
EVRG EVERGY INC COM 0.0%
Value ($000) $22 Shares 371 Est. Cost $52.51 Unrealized +2.7%
BANK OF AMERICA CORPORATION NOTE M/W CLBL 0.0%
Value ($000) $22 Shares 23 Est. Cost $940.26 Unrealized
WALMART INC NOTE M/W CLBL 0.0%
Value ($000) $22 Shares 23 Est. Cost $936.13 Unrealized
NORTHROP GRUMMAN CORP NOTE M/W CLBL 0.0%
Value ($000) $21 Shares 23 Est. Cost $932.57 Unrealized
EEM ISHARES TRUST MSCI EMG MKT ETF 0.0%
Value ($000) $21 Shares 541 Est. Cost $41.10 Unrealized
ANHEUSER-BUSCH INBEV WORLDWIDE NOTE M/W CLBL 0.0%
Value ($000) $21 Shares 23 Est. Cost $929.87 Unrealized
US BANCORP NOTE M/W CLBL 0.0%
Value ($000) $21 Shares 23 Est. Cost $924.04 Unrealized
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $21 Shares 233 Est. Cost $74.11 Unrealized +5.3%
NSRGY NESTLE SA ADR SPONSORED 0.0%
Value ($000) $21 Shares 175 Est. Cost $122.62 Unrealized
XLU SELECT SECTOR SPDR TRUST SBI INT-UTILS ETF 0.0%
Value ($000) $21 Shares 321 Est. Cost $68.82 Unrealized
LONG IS PWR AUTH N Y ELEC SYS GEN BDS REV 0.0%
Value ($000) $21 Shares 20 Est. Cost $1042.75 Unrealized
GLPI GAMING & LEISURE P COM USD0.01 0.0%
Value ($000) $21 Shares 430 Est. Cost $51.95 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $21 Shares 330 Est. Cost $53.81 Unrealized +18.0%
FLOT ISHARES TRUST FLTG RATE NT ETF 0.0%
Value ($000) $21 Shares 408 Est. Cost $50.51 Unrealized
CALIFORNIA STATE VAR PURP GO BDS CLBL 0.0%
Value ($000) $20 Shares 30 Est. Cost $713.03 Unrealized
NEW JERSEY ECONOMIC DEV AUTH S REV BDS 0.0%
Value ($000) $20 Shares 19 Est. Cost $1101.15 Unrealized
WESTCHESTER CNTY N Y GO BDS 0.0%
Value ($000) $20 Shares 20 Est. Cost $1019.30 Unrealized
ABBVIE INC NOTE M/W CLBL 0.0%
Value ($000) $20 Shares 21 Est. Cost $959.48 Unrealized
ENTERPRISE PRODUCTS OPER L P NOTE M/W CLBL 0.0%
Value ($000) $20 Shares 23 Est. Cost $875.48 Unrealized
WDAY WORKDAY INC COM CL A 0.0%
Value ($000) $20 Shares 89 Est. Cost $155.96 Unrealized +28.4%
UNITED STATES TREASURY BONDS BOND 0.0%
Value ($000) $20 Shares 18 Est. Cost $1152.39 Unrealized
EELV INVESCO EXCHANGE TRADED FUND T S&P EMRNG MKTS ETF 0.0%
Value ($000) $20 Shares 847 Est. Cost $23.85 Unrealized
SPSB SPDR SERIES TRUST PORTFOLIO SHORT ETF 0.0%
Value ($000) $20 Shares 671 Est. Cost $29.52 Unrealized
UNITED STATES TREASURY BONDS BOND 0.0%
Value ($000) $20 Shares 24 Est. Cost $862.39 Unrealized
UNION PACIFIC CORP NOTE M/W CLBL 0.0%
Value ($000) $19 Shares 20 Est. Cost $969.05 Unrealized
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $19 Shares 174 Est. Cost $78.99 Unrealized +14.2%
TWLO TWILIO INC COM CL A 0.0%
Value ($000) $19 Shares 303 Est. Cost $56.91 Unrealized +3.7%
DISCOVER FINANCIAL SERVICES NOTE M/W CLBL 0.0%
Value ($000) $19 Shares 20 Est. Cost $978.60 Unrealized
IEF ISHARES TRUST 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $19 Shares 198 Est. Cost $99.83 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $19 Shares 7 Est. Cost $2599.14 Unrealized 0.0%
SPYG SPDR SERIES TRUST PRTFLO S&P500 GW ETF 0.0%
Value ($000) $19 Shares 309 Est. Cost $51.18 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $19 Shares 24 Est. Cost $578.99 Unrealized +19.6%
MARSH & MCLENNAN COMPANIES INC NOTE M/W CLBL 0.0%
Value ($000) $19 Shares 19 Est. Cost $986.47 Unrealized
INTERCONTINENTAL EXCHANGE INC NOTE M/W CLBL 0.0%
Value ($000) $18 Shares 19 Est. Cost $967.68 Unrealized
RSG REPUBLIC SERVICES INC COM 0.0%
Value ($000) $18 Shares 120 Est. Cost $132.69 Unrealized +4.4%
AMERICAN EXPRESS CO NOTE M/W CLBL 0.0%
Value ($000) $18 Shares 19 Est. Cost $964.05 Unrealized
VERIZON COMMUNICATIONS NOTE M/W CLBL 0.0%
Value ($000) $18 Shares 23 Est. Cost $788.91 Unrealized
TDVG T ROWE PRICE EXCHANGE-TRADED F PRICE DIVIDEND GROWTH ETF 0.0%
Value ($000) $18 Shares 544 Est. Cost $31.52 Unrealized
VMWARE INC NOTE M/W CLBL 0.0%
Value ($000) $18 Shares 19 Est. Cost $962.70 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $18 Shares 56 Est. Cost $314.24 Unrealized -2.0%
IHI ISHARES TRUST U.S. MED DVC ETF 0.0%
Value ($000) $18 Shares 318 Est. Cost $53.80 Unrealized
BL BLACKLINE INC COM 0.0%
Value ($000) $18 Shares 332 Est. Cost $62.03 Unrealized -10.5%
HYG ISHARES TRUST IBOXX HI YD ETF 0.0%
Value ($000) $18 Shares 238 Est. Cost $76.02 Unrealized
MAR MARRIOTT INTERNATIONAL INC COM CL A 0.0%
Value ($000) $18 Shares 97 Est. Cost $149.19 Unrealized +13.2%
MICROSOFT CORP NOTE M/W CLBL 0.0%
Value ($000) $18 Shares 19 Est. Cost $938.47 Unrealized
BANK OF MONTREAL NOTE M/W CONV CLBL 0.0%
Value ($000) $18 Shares 18 Est. Cost $989.06 Unrealized
UNITED STATES TREASURY BONDS BOND 0.0%
Value ($000) $18 Shares 23 Est. Cost $806.46 Unrealized
CVS HEALTH CORPORATION NOTE M/W CLBL 0.0%
Value ($000) $17 Shares 18 Est. Cost $974.36 Unrealized
C CITIGROUP INC COM 0.0%
Value ($000) $17 Shares 378 Est. Cost $40.56 Unrealized +5.4%
GOLDMAN SACHS GROUP INC NOTE M/W CLBL 0.0%
Value ($000) $17 Shares 18 Est. Cost $966.83 Unrealized
VERIZON COMMUNICATIONS NOTE M/W CLBL 0.0%
Value ($000) $17 Shares 18 Est. Cost $965.89 Unrealized
BAT CAPITAL CORPORATION NOTE M/W CLBL 0.0%
Value ($000) $17 Shares 20 Est. Cost $861.65 Unrealized
TEAM ATLASSIAN CORP COM CL A 0.0%
Value ($000) $17 Shares 102 Est. Cost $159.19 Unrealized +0.6%
THERMO FISHER SCIENTIFIC INC NOTE M/W CLBL 0.0%
Value ($000) $17 Shares 18 Est. Cost $945.56 Unrealized
GENERAL MOTORS FIN CO INC NOTE M/W CLBL 0.0%
Value ($000) $17 Shares 17 Est. Cost $996.35 Unrealized
GILEAD SCIENCES INC NOTE M/W CLBL 0.0%
Value ($000) $17 Shares 18 Est. Cost $939.06 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $17 Shares 190 Est. Cost $82.72 Unrealized +1.6%
LNG CHENIERE ENERGY INC COM 0.0%
Value ($000) $17 Shares 110 Est. Cost $148.05 Unrealized 0.0%
DXCM DEXCOM INC COM 0.0%
Value ($000) $17 Shares 130 Est. Cost $109.79 Unrealized +10.2%
NEW YORK ST DORM AUTH REVS NON REV BDS 0.0%
Value ($000) $17 Shares 15 Est. Cost $1112.53 Unrealized
AMERICAN TOWER CORP NOTE M/W CLBL 0.0%
Value ($000) $17 Shares 18 Est. Cost $952.61 Unrealized
UNITEDHEALTH GROUP INC NOTE M/W CLBL 0.0%
Value ($000) $17 Shares 16 Est. Cost $1039.13 Unrealized
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $17 Shares 520 Est. Cost $26.64 Unrealized 0.0%
NEW YORK ST MTG AGY HOMEOWNER BDS REV CLBL 0.0%
Value ($000) $17 Shares 25 Est. Cost $703.12 Unrealized
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $17 Shares 38 Est. Cost $350.81 Unrealized +14.8%
FAIRFAX CNTY VA INDL DEV AUTH REF BDS REV 0.0%
Value ($000) $16 Shares 15 Est. Cost $1097.80 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $16 Shares 203 Est. Cost $77.51 Unrealized 0.0%
AL AIR LEASE CORP COM CL A 0.0%
Value ($000) $16 Shares 391 Est. Cost $35.16 Unrealized +7.5%
MEDP MEDPACE HOLDINGS INC COM 0.0%
Value ($000) $16 Shares 68 Est. Cost $207.37 Unrealized +0.2%
BIIB BIOGEN INC COM 0.0%
Value ($000) $16 Shares 57 Est. Cost $292.72 Unrealized +1.8%
WASHINGTON CNTY MINN GO BDS 0.0%
Value ($000) $16 Shares 15 Est. Cost $1076.53 Unrealized
PIONEER NATURAL RESOURCES CO COM 0.0%
Value ($000) $16 Shares 77 Est. Cost $238.49 Unrealized
JP MORGAN CHASE & CO NOTE M/W QTRLY CLBL VAR 0.0%
Value ($000) $16 Shares 16 Est. Cost $998.81 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $16 Shares 1,481 Est. Cost $12.50 Unrealized -24.2%
NEW YORK ST ENVIRONMENTAL FACS REVOLVING FDS BDS 0.0%
Value ($000) $16 Shares 15 Est. Cost $1064.33 Unrealized
HPQ HP INCORPORATION COM 0.0%
Value ($000) $16 Shares 520 Est. Cost $24.56 Unrealized +10.5%
UNITED STATES TREASURY BONDS BOND 0.0%
Value ($000) $16 Shares 15 Est. Cost $1101.80 Unrealized
TRUIST FINANCIAL CORPORATION NOTE M/W CLBL 0.0%
Value ($000) $16 Shares 18 Est. Cost $881.83 Unrealized
VIRGINIA COMWLTH TRANSN BRD TR CAP PROJ REV REF BDS 0.0%
Value ($000) $16 Shares 15 Est. Cost $1057.80 Unrealized
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $16 Shares 16 Est. Cost $983.69 Unrealized
VIRGINIA ST RES AUTH INFRASTRU MORAL OBLIG BDS REV 0.0%
Value ($000) $16 Shares 15 Est. Cost $1043.93 Unrealized
CVS HEALTH CORPORATION NOTE M/W CLBL 0.0%
Value ($000) $16 Shares 16 Est. Cost $978.50 Unrealized
SNY SANOFI ADR SPONSORED 0.0%
Value ($000) $16 Shares 290 Est. Cost $51.56 Unrealized
ARES CAPITAL CORP NOTE M/W CLBL 0.0%
Value ($000) $16 Shares 18 Est. Cost $882.72 Unrealized
SPLUNK INC COM 0.0%
Value ($000) $16 Shares 147 Est. Cost $87.55 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $16 Shares 210 Est. Cost $73.82 Unrealized -5.2%
FND FLOOR & DECOR HOLDINGS INC COM CL A 0.0%
Value ($000) $15 Shares 149 Est. Cost $92.25 Unrealized +3.7%
VIRGINIA COLLEGE BLDG AUTH VA REF BDS REV 0.0%
Value ($000) $15 Shares 15 Est. Cost $1030.20 Unrealized
FCX FREEPORT-MCMORAN INC COM CL B 0.0%
Value ($000) $15 Shares 386 Est. Cost $36.20 Unrealized +1.6%
SPOTSYLVANIA CNTY VA WTR & SWR REF BDS REV 0.0%
Value ($000) $15 Shares 15 Est. Cost $1027.33 Unrealized
WBD WARNER BROS DISCOVERY INC COM 0.0%
Value ($000) $15 Shares 1,223 Est. Cost $11.29 Unrealized +14.9%
NORFOLK VA GO CAP IMPT BDS 0.0%
Value ($000) $15 Shares 15 Est. Cost $1021.67 Unrealized
COCA-COLA CO NOTE M/W CLBL 0.0%
Value ($000) $15 Shares 18 Est. Cost $850.89 Unrealized
MICROSOFT CORP NOTE M/W CLBL 0.0%
Value ($000) $15 Shares 22 Est. Cost $716.35 Unrealized
NEW JERSEY ECONOMIC DEV AUTH R SCH FAC CONSTR BDS REV CLBL 0.0%
Value ($000) $15 Shares 15 Est. Cost $1036.73 Unrealized
PYPL PAYPAL HOLDINGS INC COM 0.0%
Value ($000) $15 Shares 228 Est. Cost $79.85 Unrealized -14.8%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $15 Shares 91 Est. Cost $133.96 Unrealized +7.9%
COMT ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL 0.0%
Value ($000) $15 Shares 584 Est. Cost $28.24 Unrealized
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $15 Shares 16 Est. Cost $954.16 Unrealized
DUK DUKE ENERGY CORP COM 0.0%
Value ($000) $15 Shares 168 Est. Cost $84.81 Unrealized +0.4%
KEARNY BK NEW JERSEY CD 0.0%
Value ($000) $15 Shares 15 Est. Cost $1000.00 Unrealized
SNA SNAP-ON INC COM 0.0%
Value ($000) $15 Shares 52 Est. Cost $209.40 Unrealized +15.4%
VERIZON COMMUNICATIONS NOTE M/W CLBL 0.0%
Value ($000) $15 Shares 20 Est. Cost $778.20 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $15 Shares 89 Est. Cost $163.77 Unrealized -5.3%
DELL INTL LLC/EMC CORP NOTE M/W CLBL 0.0%
Value ($000) $15 Shares 15 Est. Cost $1009.14 Unrealized
PGR PROGRESSIVE CORP (OHIO) COM 0.0%
Value ($000) $15 Shares 112 Est. Cost $117.16 Unrealized +4.6%
MDB MONGODB INC COM CL A 0.0%
Value ($000) $15 Shares 36 Est. Cost $291.65 Unrealized 0.0%
CBRE CBRE GROUP INC COM CL A 0.0%
Value ($000) $15 Shares 183 Est. Cost $74.30 Unrealized +0.8%
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $15 Shares 15 Est. Cost $974.07 Unrealized
VDC VANGUARD CONSUM STP ETF 0.0%
Value ($000) $15 Shares 75 Est. Cost $186.56 Unrealized
NXST NEXSTAR MEDIA GROUP INC COM 0.0%
Value ($000) $14 Shares 87 Est. Cost $154.80 Unrealized -4.2%
GOLDMAN SACHS GROUP INC NOTE M/W CLBL 0.0%
Value ($000) $14 Shares 15 Est. Cost $970.18 Unrealized
HOME DEPOT INC NOTE M/W CLBL 0.0%
Value ($000) $14 Shares 16 Est. Cost $898.31 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP ETF 0.0%
Value ($000) $14 Shares 30 Est. Cost $478.90 Unrealized
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $14 Shares 57 Est. Cost $243.08 Unrealized +0.3%
DOC HEALTHPEAK PROPERTIES INC COM USD1 0.0%
Value ($000) $14 Shares 710 Est. Cost $20.11 Unrealized -12.5%
VNO VORNADO REALTY TRUST COM SHS OF BEN INT USD0.04 0.0%
Value ($000) $14 Shares 781 Est. Cost $20.20 Unrealized
AAGIY AIA GROUP LIMITED ADR SPONSORED 0.0%
Value ($000) $14 Shares 347 Est. Cost $45.13 Unrealized
PZA INVESCO EXCHANGE TRADED FUND T NATL AMT MUNI ETF 0.0%
Value ($000) $14 Shares 597 Est. Cost $24.07 Unrealized
PRVA PRIVIA HEALTH GROUP INC COM 0.0%
Value ($000) $14 Shares 539 Est. Cost $26.41 Unrealized 0.0%
KRAFT HEINZ FOODS COMPANY NOTE M/W CLBL 0.0%
Value ($000) $14 Shares 15 Est. Cost $948.33 Unrealized
APD AIR PRODUCTS & CHEMICALS INC COM 0.0%
Value ($000) $14 Shares 46 Est. Cost $259.61 Unrealized +2.2%
SCHP SCHWAB STRATEGIC TR US TIPS ETF 0.0%
Value ($000) $14 Shares 262 Est. Cost $53.12 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $14 Shares 56 Est. Cost $220.64 Unrealized -3.5%
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.0%
Value ($000) $14 Shares 262 Est. Cost $52.37 Unrealized
DEO DIAGEO ADR SPONSORED 0.0%
Value ($000) $14 Shares 79 Est. Cost $184.60 Unrealized
IAI ISHARES TRUST US BR DEL SE ETF 0.0%
Value ($000) $14 Shares 151 Est. Cost $98.62 Unrealized
CRL CHARLES RIVER LABORATORIES COM 0.0%
Value ($000) $14 Shares 65 Est. Cost $218.37 Unrealized -8.9%
MAS MASCO CORP COM 0.0%
Value ($000) $14 Shares 237 Est. Cost $47.36 Unrealized +5.4%
EMHY ISHARES INC JP MORGAN EM HI YLD BD ETF 0.0%
Value ($000) $14 Shares 385 Est. Cost $36.63 Unrealized
LONDON STOCK EXCHANGE GROUP ADR UNSPONSORED 0.0%
Value ($000) $14 Shares 505 Est. Cost $23.49 Unrealized
DIAMONDBACK ENERGY INC NOTE M/W CLBL 0.0%
Value ($000) $14 Shares 15 Est. Cost $913.43 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $13 Shares 193 Est. Cost $62.50 Unrealized +1.2%
CITIGROUP INC NOTE M/W CLBL 0.0%
Value ($000) $13 Shares 16 Est. Cost $834.31 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $13 Shares 114 Est. Cost $114.07 Unrealized -6.0%
TE CONNECTIVITY LTD COM 0.0%
Value ($000) $13 Shares 95 Est. Cost $121.34 Unrealized
PCTY PAYLOCITY HOLDING CORPORATION COM 0.0%
Value ($000) $13 Shares 72 Est. Cost $189.21 Unrealized -3.3%
VGT VANGUARD INF TECH ETF 0.0%
Value ($000) $13 Shares 30 Est. Cost $329.00 Unrealized
ISTB ISHARES TRUST CORE 1 5 YR USD ETF 0.0%
Value ($000) $13 Shares 283 Est. Cost $47.20 Unrealized
T-MOBILE NOTE M/W CLBL 0.0%
Value ($000) $13 Shares 13 Est. Cost $1020.47 Unrealized
ARCONIC INC NOTE M/W CLBL 0.0%
Value ($000) $13 Shares 13 Est. Cost $1017.53 Unrealized
JOHN DEERE CAPITAL CORP NOTE 0.0%
Value ($000) $13 Shares 13 Est. Cost $999.15 Unrealized
PAVE GLOBAL X FDS US INFR DEV ETF 0.0%
Value ($000) $13 Shares 413 Est. Cost $27.12 Unrealized
BOEING CO NOTE M/W CLBL 0.0%
Value ($000) $13 Shares 13 Est. Cost $1014.44 Unrealized
UNION PACIFIC CORP NOTE M/W CLBL 0.0%
Value ($000) $13 Shares 13 Est. Cost $987.62 Unrealized
PULTE GROUP INC NOTE M/W CLBL 0.0%
Value ($000) $13 Shares 13 Est. Cost $1007.50 Unrealized
CVS CVS HEALTH CORPORATION COM 0.0%
Value ($000) $13 Shares 184 Est. Cost $85.94 Unrealized -25.2%
NEXTERA ENERGY CAP HLDGS INC DEBENTURE - UNSECURED M/W CLBL 0.0%
Value ($000) $13 Shares 13 Est. Cost $977.77 Unrealized
BANK OF MONTREAL NOTE M/W CONV CLBL 0.0%
Value ($000) $13 Shares 13 Est. Cost $977.46 Unrealized
BOOKING HOLDINGS INC NOTE M/W CLBL 0.0%
Value ($000) $13 Shares 13 Est. Cost $989.43 Unrealized
COMCAST CORP NOTE M/W CLBL 0.0%
Value ($000) $13 Shares 13 Est. Cost $974.85 Unrealized
DECK DECKERS OUTDOOR CORP COM 0.0%
Value ($000) $13 Shares 24 Est. Cost $80.39 Unrealized 0.0%
GWRE GUIDEWIRE SOFTWARE INC COM 0.0%
Value ($000) $13 Shares 166 Est. Cost $59.36 Unrealized +28.9%
WRKCO INC NOTE M/W CLBL 0.0%
Value ($000) $13 Shares 13 Est. Cost $995.15 Unrealized
ARGX ARGENX SE ADR SPONSORED 0.0%
Value ($000) $12 Shares 32 Est. Cost $389.72 Unrealized
APTIV PLC COM 0.0%
Value ($000) $12 Shares 122 Est. Cost $101.10 Unrealized
LOCKHEED MARTIN CORP NOTE M/W CLBL 0.0%
Value ($000) $12 Shares 12 Est. Cost $1036.00 Unrealized
DHI DR HORTON INC COM 0.0%
Value ($000) $12 Shares 102 Est. Cost $86.21 Unrealized +23.7%
ROYAL BANK OF CANADA NOTE M/W CONV CLBL 0.0%
Value ($000) $12 Shares 13 Est. Cost $946.31 Unrealized
APPLE INC NOTE M/W CLBL 0.0%
Value ($000) $12 Shares 13 Est. Cost $942.15 Unrealized
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $12 Shares 171 Est. Cost $55.61 Unrealized +14.6%
CDNS CADENCE DESIGN SYSTEMS INC COM 0.0%
Value ($000) $12 Shares 52 Est. Cost $217.63 Unrealized 0.0%
ARW ARROW ELECTRONICS INC COM 0.0%
Value ($000) $12 Shares 85 Est. Cost $113.21 Unrealized +9.9%
BIO BIO RAD LABORATORIES INC COM CL A 0.0%
Value ($000) $12 Shares 32 Est. Cost $405.39 Unrealized +0.4%
GTM ZOOMINFO TECHNOLOGIES INC COM 0.0%
Value ($000) $12 Shares 473 Est. Cost $34.52 Unrealized -31.4%
VRSN VERISIGN COM 0.0%
Value ($000) $12 Shares 53 Est. Cost $218.54 Unrealized 0.0%
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $12 Shares 272 Est. Cost $34.63 Unrealized +23.3%
BAT CAPITAL CORPORATION NOTE M/W CLBL 0.0%
Value ($000) $12 Shares 13 Est. Cost $919.54 Unrealized
BANK OF AMERICA CORPORATION NOTE M/W CLBL 0.0%
Value ($000) $12 Shares 13 Est. Cost $916.00 Unrealized
NEXTERA ENERGY CAP HLDGS INC DEBENTURE - UNSECURED M/W CLBL 0.0%
Value ($000) $12 Shares 12 Est. Cost $986.25 Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $12 Shares 53 Est. Cost $228.07 Unrealized -14.0%
BOSTON SCIENTIFIC CORP NOTE M/W CLBL 0.0%
Value ($000) $12 Shares 12 Est. Cost $986.67 Unrealized
RGA REINSURANCE GROUP OF AMERICA COM 0.0%
Value ($000) $12 Shares 85 Est. Cost $140.54 Unrealized +1.2%
AKAM AKAMAI TECHNOLOGIES COM 0.0%
Value ($000) $12 Shares 131 Est. Cost $86.16 Unrealized -0.6%
KAMAN CORP COM 0.0%
Value ($000) $12 Shares 484 Est. Cost $22.55 Unrealized
TORONTO-DOMINION BANK NOTE M/W CONV CLBL 0.0%
Value ($000) $12 Shares 12 Est. Cost $978.67 Unrealized
COR AMERISOURCEBERGEN CORPORATION COM 0.0%
Value ($000) $12 Shares 61 Est. Cost $160.90 Unrealized +5.1%
GLOBAL PAYMENTS INC NOTE M/W CLBL 0.0%
Value ($000) $12 Shares 12 Est. Cost $999.33 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $12 Shares 103 Est. Cost $99.26 Unrealized +5.5%
ELEVANCE HEALTH INC NOTE M/W CLBL 0.0%
Value ($000) $12 Shares 12 Est. Cost $981.92 Unrealized
HLI HOULIHAN LOKEY INC COM CL A 0.0%
Value ($000) $12 Shares 118 Est. Cost $85.85 Unrealized +0.9%
MCDONALD'S CORPORATION NOTE M/W CLBL 0.0%
Value ($000) $12 Shares 12 Est. Cost $975.88 Unrealized
AMADY AMADEUS IT GROUP SA ADR UNSPONSORED 0.0%
Value ($000) $12 Shares 152 Est. Cost $60.42 Unrealized
PAYPAL HOLDINGS INC NOTE M/W CLBL 0.0%
Value ($000) $12 Shares 12 Est. Cost $963.58 Unrealized
RJF RAYMOND JAMES FINANCIAL INC COM 0.0%
Value ($000) $12 Shares 111 Est. Cost $99.96 Unrealized -10.7%
COLD AMERICOLD REALTY TRUST INC COM USD0.01 0.0%
Value ($000) $11 Shares 356 Est. Cost $31.30 Unrealized
VFQY VANGUARD US QUALITY ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $107.87 Unrealized
BANK OF AMERICA CORPORATION NOTE M/W CLBL 0.0%
Value ($000) $11 Shares 12 Est. Cost $955.92 Unrealized
ZIMMER BIOMET HOLDINGS INC NOTE M/W CLBL 0.0%
Value ($000) $11 Shares 12 Est. Cost $953.25 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $11 Shares 93 Est. Cost $133.24 Unrealized -6.1%
SF STIFEL FINANCIAL CORP COM 0.0%
Value ($000) $11 Shares 187 Est. Cost $55.66 Unrealized -0.2%
PORT AUTH NY & NJ CONSOLIDATED BDS REV 0.0%
Value ($000) $11 Shares 10 Est. Cost $1111.50 Unrealized
IDEXY INDITEX (INDDE DISENO TEXTIL) ADR UNSPONSORED 0.0%
Value ($000) $11 Shares 570 Est. Cost $14.69 Unrealized
VIRGINIA PORT AUTH COMWLTH POR REF BDS REV 0.0%
Value ($000) $11 Shares 10 Est. Cost $1104.70 Unrealized
PINS PINTEREST INC COM CL A 0.0%
Value ($000) $11 Shares 403 Est. Cost $24.00 Unrealized +3.8%
FNF FIDELITY NATIONAL FINANCIAL COM 0.0%
Value ($000) $11 Shares 306 Est. Cost $31.86 Unrealized -4.6%
RNR RENAISSANCERE HOLDINGS LTD COM 0.0%
Value ($000) $11 Shares 59 Est. Cost $183.48 Unrealized +8.4%
NASHWAUK KEEWATIN MINN INDPT S GO BLDG BDS 0.0%
Value ($000) $11 Shares 10 Est. Cost $1122.80 Unrealized
FHLMC UMBS 30Y FIXED MBS RA9270 0.0%
Value ($000) $11 Shares 11 Est. Cost $997.00 Unrealized
AOK ISHARES TRUST CONSER ALLOC ETF 0.0%
Value ($000) $11 Shares 311 Est. Cost $34.96 Unrealized
NISOURCE INC NOTE M/W CLBL 0.0%
Value ($000) $11 Shares 12 Est. Cost $911.33 Unrealized
FED HOME LOAN MTG CORP MBS ZS9495 0.0%
Value ($000) $11 Shares 47 Est. Cost $251.30 Unrealized
NEW YORK N Y CITY TRANSITIONAL FUTURE TAX SECD SUB BDS REV 0.0%
Value ($000) $11 Shares 10 Est. Cost $1089.60 Unrealized
MPLX LP NOTE M/W CLBL 0.0%
Value ($000) $11 Shares 12 Est. Cost $911.67 Unrealized
VIRGINIA ST PUB SCH AUTH SCH F REF BDS REV 0.0%
Value ($000) $11 Shares 10 Est. Cost $1085.90 Unrealized
NEW YORK N Y CITY TRANSITIONAL REV BDS CLBL 0.0%
Value ($000) $11 Shares 10 Est. Cost $1084.10 Unrealized
EQUINIX INC NOTE M/W CLBL 0.0%
Value ($000) $11 Shares 12 Est. Cost $903.47 Unrealized
NEW YORK ST DORM AUTH REVS NON BDS REV 0.0%
Value ($000) $11 Shares 10 Est. Cost $1082.30 Unrealized
SPIRIT AEROSYSTEMS INC COM CL A 0.0%
Value ($000) $11 Shares 370 Est. Cost $30.64 Unrealized
IEUR ISHARES TRUST CORE MSCI EURO ETF 0.0%
Value ($000) $11 Shares 205 Est. Cost $51.37 Unrealized
PEACH CNTY GA TRANSN SALES TAX GO BDS REV 0.0%
Value ($000) $11 Shares 10 Est. Cost $1114.10 Unrealized
ST SENSATA TECH HOLDING PLC COM 0.0%
Value ($000) $11 Shares 239 Est. Cost $42.74 Unrealized +2.7%
RACE FERRARI N V COM 0.0%
Value ($000) $11 Shares 33 Est. Cost $206.10 Unrealized +41.4%
HXL HEXCEL CORPORATION COM 0.0%
Value ($000) $11 Shares 141 Est. Cost $59.56 Unrealized +19.7%
LOUDOUN CNTY VA GO PUB IMPT REF BDS 0.0%
Value ($000) $11 Shares 10 Est. Cost $1071.10 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $11 Shares 112 Est. Cost $91.37 Unrealized -3.1%
HEMPFIELD PA AREA SCH DIST WES GO LTD BDS 0.0%
Value ($000) $11 Shares 10 Est. Cost $1102.50 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $11 Shares 24 Est. Cost $484.45 Unrealized -8.6%
AMERICAN EXPRESS CO NOTE M/W CLBL 0.0%
Value ($000) $11 Shares 11 Est. Cost $966.73 Unrealized
MLM MARTIN MARIETTA MATERIALS INC COM 0.0%
Value ($000) $11 Shares 23 Est. Cost $374.36 Unrealized +3.7%
BAYONNE N J GO SCH REF BDS CLBL 0.0%
Value ($000) $11 Shares 10 Est. Cost $1094.60 Unrealized
COMMONSPIRIT HEALTH BOND M/W CLBL 0.0%
Value ($000) $11 Shares 12 Est. Cost $902.57 Unrealized
BURLINGTON CNTY N J BDS REV 0.0%
Value ($000) $11 Shares 10 Est. Cost $1083.40 Unrealized
IAC IAC INC COM 0.0%
Value ($000) $10 Shares 167 Est. Cost $39.56 Unrealized +15.8%
LAKE COOK KANE & MCHENRY CNTYS GO BDS 0.0%
Value ($000) $10 Shares 10 Est. Cost $1076.50 Unrealized
MORGAN STANLEY NOTE M/W CLBL 0.0%
Value ($000) $10 Shares 11 Est. Cost $969.58 Unrealized
AVANGRID INC NOTE M/W CLBL 0.0%
Value ($000) $10 Shares 11 Est. Cost $961.16 Unrealized
GOLDMAN SACHS GROUP INC NOTE M/W CLBL 0.0%
Value ($000) $10 Shares 11 Est. Cost $967.54 Unrealized
UNP UNION PACIFIC CORP COM 0.0%
Value ($000) $10 Shares 51 Est. Cost $190.19 Unrealized -1.7%
NRG ENERGY INC NOTE M/W CLBL 0.0%
Value ($000) $10 Shares 11 Est. Cost $948.50 Unrealized
MAPLE SHADE TWP N J GO IMPT WTR SWR UTIL BDS 0.0%
Value ($000) $10 Shares 10 Est. Cost $1073.70 Unrealized
AMAT APPLIED MATERIALS INC COM 0.0%
Value ($000) $10 Shares 72 Est. Cost $107.37 Unrealized +13.9%
NEW YORK N Y GO BDS 0.0%
Value ($000) $10 Shares 10 Est. Cost $1069.10 Unrealized
ERIE CNTY NY INDL DEV AGY SCH REF BDS REV 0.0%
Value ($000) $10 Shares 10 Est. Cost $1036.20 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $10 Shares 1,120 Est. Cost $14.79 Unrealized -39.1%
NEW YORK ST DORM AUTH REVS NON REV BDS 0.0%
Value ($000) $10 Shares 10 Est. Cost $1034.10 Unrealized
TEXAS ST UNIV SYS REV AND REF BDS 0.0%
Value ($000) $10 Shares 10 Est. Cost $1056.20 Unrealized
DTEGY DEUTSCHE TELEKOM AG ADR SPONSORED 0.0%
Value ($000) $10 Shares 472 Est. Cost $22.04 Unrealized
GATX GATX CORP COM 0.0%
Value ($000) $10 Shares 80 Est. Cost $104.58 Unrealized +7.0%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $10 Shares 93 Est. Cost $87.38 Unrealized +10.7%
JP MORGAN CHASE & CO NOTE M/W CLBL VARIABLE 0.0%
Value ($000) $10 Shares 12 Est. Cost $862.54 Unrealized
CANADIAN RIV MUN WTR AUTH TEX SUB LIEN REF BDS REV 0.0%
Value ($000) $10 Shares 10 Est. Cost $1052.60 Unrealized
SLGN SILGAN HOLDINGS INC COM 0.0%
Value ($000) $10 Shares 218 Est. Cost $48.98 Unrealized -0.7%
UNITEDHEALTH GROUP INC NOTE M/W CLBL 0.0%
Value ($000) $10 Shares 10 Est. Cost $1019.50 Unrealized
UNITED STATES TREASURY BONDS BOND 0.0%
Value ($000) $10 Shares 9 Est. Cost $1175.82 Unrealized
SMG SCOTTS MIRACLE-GRO COMPANY COM CL A 0.0%
Value ($000) $10 Shares 162 Est. Cost $54.10 Unrealized +9.4%
JP MORGAN CHASE & CO NOTE M/W CLBL 0.0%
Value ($000) $10 Shares 12 Est. Cost $845.83 Unrealized
YONKERS N Y GO BDS REV 0.0%
Value ($000) $10 Shares 10 Est. Cost $1014.00 Unrealized
LOWE'S COMPANIES INC NOTE M/W CLBL 0.0%
Value ($000) $10 Shares 12 Est. Cost $844.42 Unrealized
FORT ZUMWALT MO SCH DIST GO REF IMPT BDS 0.0%
Value ($000) $10 Shares 10 Est. Cost $1027.40 Unrealized
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $10 Shares 396 Est. Cost $23.84 Unrealized -4.3%
BLACK KNIGHT INC COM 0.0%
Value ($000) $10 Shares 167 Est. Cost $59.05 Unrealized
AMGEN INC NOTE M/W CLBL 0.0%
Value ($000) $10 Shares 12 Est. Cost $849.15 Unrealized
JPMORGAN CHASE BANK NA CD M/W CLBL 0.0%
Value ($000) $10 Shares 10 Est. Cost $995.90 Unrealized
UNITED STATES TREASURY BILLS BILL 0.0%
Value ($000) $10 Shares 10 Est. Cost $993.90 Unrealized
GDDY GODADDY INC COM CL A 0.0%
Value ($000) $10 Shares 132 Est. Cost $75.00 Unrealized -1.6%
UNITED STATES TREASURY BILLS BILL 0.0%
Value ($000) $10 Shares 10 Est. Cost $989.50 Unrealized
LOYALSOCK TWP PA SCH DIST GO BDS 0.0%
Value ($000) $10 Shares 10 Est. Cost $1010.60 Unrealized
SAP SAP SE ADR SPONSORED 0.0%
Value ($000) $10 Shares 72 Est. Cost $120.66 Unrealized
HOSTESS BRANDS INC COM CL A 0.0%
Value ($000) $10 Shares 389 Est. Cost $22.12 Unrealized
SONY SONY GROUP CORPORATION ADR SPONSORED 0.0%
Value ($000) $10 Shares 109 Est. Cost $88.07 Unrealized
PAYPAL HOLDINGS INC NOTE M/W CLBL 0.0%
Value ($000) $10 Shares 10 Est. Cost $979.10 Unrealized
BR BROADRIDGE FIN SOLUTIONS INC COM 0.0%
Value ($000) $10 Shares 59 Est. Cost $139.63 Unrealized +3.7%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $10 Shares 37 Est. Cost $223.22 Unrealized +8.4%
PHILLIPS 66 NOTE M/W CLBL 0.0%
Value ($000) $10 Shares 10 Est. Cost $958.05 Unrealized
CMPGY COMPASS GROUP PLC ADR SPONSORED 0.0%
Value ($000) $10 Shares 339 Est. Cost $23.59 Unrealized
BEST BUY CO INC NOTE M/W CLBL 0.0%
Value ($000) $10 Shares 12 Est. Cost $816.92 Unrealized
GENERAL MOTORS FIN CO INC NOTE M/W CLBL 0.0%
Value ($000) $10 Shares 10 Est. Cost $969.00 Unrealized
UNITED STATES TREASURY BONDS BOND 0.0%
Value ($000) $10 Shares 9 Est. Cost $1102.78 Unrealized
MXI ISHARES TRUST GLOBAL MATER ETF 0.0%
Value ($000) $10 Shares 117 Est. Cost $84.74 Unrealized
FEDERAL HOME LOAN BANKS MBS SD7507 0.0%
Value ($000) $10 Shares 21 Est. Cost $495.94 Unrealized
IYH ISHARES TRUST US HLTHCARE ETF 0.0%
Value ($000) $10 Shares 34 Est. Cost $279.14 Unrealized
DSI ISHARES TRUST MSCI KLD400 SOC ETF 0.0%
Value ($000) $10 Shares 113 Est. Cost $73.09 Unrealized
CROWN CASTLE INC NOTE M/W CLBL 0.0%
Value ($000) $10 Shares 10 Est. Cost $976.40 Unrealized
SUNOCO LOGISTICS PARTNERS OPER NOTE M/W CLBL 0.0%
Value ($000) $10 Shares 10 Est. Cost $964.63 Unrealized
RTO RENTOKIL INITIAL ADR SPONSORED 0.0%
Value ($000) $9 Shares 243 Est. Cost $31.03 Unrealized
LRLCY L'OREAL ADR SPONSORED 0.0%
Value ($000) $9 Shares 101 Est. Cost $82.15 Unrealized
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $9 Shares 10 Est. Cost $968.09 Unrealized
SHIRE ACQUISITIONS INVESTS IRE NOTE M/W CLBL 0.0%
Value ($000) $9 Shares 10 Est. Cost $939.00 Unrealized
WELLS FARGO & COMPANY NOTE M/W CLBL VARIABLE 0.0%
Value ($000) $9 Shares 10 Est. Cost $936.90 Unrealized
SCHR SCHWAB STRATEGIC TR INTERMED-TERM US TREAS ETF 0.0%
Value ($000) $9 Shares 190 Est. Cost $50.31 Unrealized
UAL UNITED AIRLINES HOLDINGS COM 0.0%
Value ($000) $9 Shares 170 Est. Cost $40.58 Unrealized +16.4%
WWD WOODWARD INC COM 0.0%
Value ($000) $9 Shares 78 Est. Cost $94.94 Unrealized +9.8%
SBAC SBA COMMUNICATIONS CORP COM USD0.01 CL A 0.0%
Value ($000) $9 Shares 40 Est. Cost $242.09 Unrealized -5.9%
SHYD VANECK ETF TRUST VANECK SHORT HIGH YIELD MUN 0.0%
Value ($000) $9 Shares 414 Est. Cost $22.70 Unrealized
BMRN BIOMARIN PHARMACEUTICAL COM 0.0%
Value ($000) $9 Shares 106 Est. Cost $94.11 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $9 Shares 20 Est. Cost $495.16 Unrealized -12.4%
ORACLE CORP NOTE M/W CLBL 0.0%
Value ($000) $9 Shares 10 Est. Cost $907.60 Unrealized
AEP AMERICAN ELECTRIC POWER CO INC COM 0.0%
Value ($000) $9 Shares 107 Est. Cost $80.91 Unrealized -1.2%
DOV DOVER CORP COM 0.0%
Value ($000) $9 Shares 61 Est. Cost $132.85 Unrealized +4.2%
SANTANDER HOLDINGS USA INC NOTE M/W CLBL 0.0%
Value ($000) $9 Shares 10 Est. Cost $936.00 Unrealized
PKG PACKAGING CORP OF AMERICA COM 0.0%
Value ($000) $9 Shares 68 Est. Cost $115.96 Unrealized +7.0%
AMERICAN TOWER CORP NOTE M/W CLBL 0.0%
Value ($000) $9 Shares 10 Est. Cost $907.69 Unrealized
FNMA PASS-THRU I MBS FM3229 0.0%
Value ($000) $9 Shares 19 Est. Cost $511.00 Unrealized
TORONTO-DOMINION BANK NOTE M/W CONV CLBL 0.0%
Value ($000) $9 Shares 9 Est. Cost $993.33 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $9 Shares 75 Est. Cost $108.85 Unrealized -0.5%
GLW CORNING INC COM 0.0%
Value ($000) $9 Shares 254 Est. Cost $29.73 Unrealized +2.9%
VERIZON COMMUNICATIONS NOTE M/W CLBL 0.0%
Value ($000) $9 Shares 10 Est. Cost $912.18 Unrealized
T MOBILE USA INC NOTE M/W CLBL 0.0%
Value ($000) $9 Shares 9 Est. Cost $984.11 Unrealized
LMAT LEMAITRE VASCULAR INC COM 0.0%
Value ($000) $9 Shares 131 Est. Cost $45.50 Unrealized +31.0%
WEN WENDYS COMPANY (THE) COM 0.0%
Value ($000) $9 Shares 404 Est. Cost $21.35 Unrealized +4.3%
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $9 Shares 9 Est. Cost $976.67 Unrealized
KINDER MORGAN INC NOTE M/W CLBL 0.0%
Value ($000) $9 Shares 9 Est. Cost $990.64 Unrealized
ADYEY ADYEN NV ADR UNSPONSORED 0.0%
Value ($000) $9 Shares 505 Est. Cost $14.15 Unrealized
AMT AMERICAN TOWER CORP COM USD0.01 0.0%
Value ($000) $9 Shares 45 Est. Cost $180.57 Unrealized -1.4%
ANHEUSER-BUSCH COS LLC / ANHEU NOTE M/W CLBL 0.0%
Value ($000) $9 Shares 9 Est. Cost $968.56 Unrealized
ABBVIE INC NOTE M/W CLBL 0.0%
Value ($000) $9 Shares 9 Est. Cost $966.67 Unrealized
CINTAS CORPORATION 2 NOTE M/W CLBL 0.0%
Value ($000) $9 Shares 9 Est. Cost $967.41 Unrealized
UNITED RENTALS INC NOTE CLBL 0.0%
Value ($000) $9 Shares 10 Est. Cost $885.85 Unrealized
ORACLE CORP NOTE M/W CLBL 0.0%
Value ($000) $9 Shares 10 Est. Cost $891.58 Unrealized
UNITED STATES TREASURY BONDS BOND 0.0%
Value ($000) $9 Shares 10 Est. Cost $909.00 Unrealized
LAD LITHIA MOTORS INC COM 0.0%
Value ($000) $9 Shares 28 Est. Cost $213.69 Unrealized +12.1%
HLN HALEON PLC ADR 0.0%
Value ($000) $9 Shares 1,026 Est. Cost $7.88 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $9 Shares 22 Est. Cost $275.48 Unrealized +19.2%
TRP TC ENERGY CORPORATION COM 0.0%
Value ($000) $9 Shares 211 Est. Cost $36.69 Unrealized -2.6%
RHHBY ROCHE HOLDINGS AG ADR SPONSORED 0.0%
Value ($000) $8 Shares 222 Est. Cost $40.23 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $8 Shares 114 Est. Cost $71.41 Unrealized -4.0%
WELLS FARGO & COMPANY NOTE M/W CLBL 0.0%
Value ($000) $8 Shares 9 Est. Cost $947.45 Unrealized
FISERV INC NOTE M/W CLBL 0.0%
Value ($000) $8 Shares 9 Est. Cost $938.33 Unrealized
AMPG AMPLITECH GROUP INC COM 0.0%
Value ($000) $8 Shares 3,650 Est. Cost $2.23 Unrealized +22.3%
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $8 Shares 210 Est. Cost $35.14 Unrealized +13.2%
EDPFY EDP-ENERGIAS DE PORTUGAL SA ADR SPONSORED 0.0%
Value ($000) $8 Shares 171 Est. Cost $51.50 Unrealized
DISCOVERY COMMUNICATIONS LLC NOTE M/W CLBL 0.0%
Value ($000) $8 Shares 9 Est. Cost $935.08 Unrealized
USXF ISHARES TRUST ESG ADVANCED MSCI USA ETF 0.0%
Value ($000) $8 Shares 228 Est. Cost $31.22 Unrealized
FED NATIONAL MTG ASSN MBS AS2946 0.0%
Value ($000) $8 Shares 59 Est. Cost $149.20 Unrealized
FNMA PASS-THRU I MBS FS0838 0.0%
Value ($000) $8 Shares 10 Est. Cost $862.60 Unrealized
BANK OF AMERICA CORPORATION NOTE M/W CLBL 0.0%
Value ($000) $8 Shares 9 Est. Cost $899.78 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $8 Shares 42 Est. Cost $199.93 Unrealized -5.0%
FMC FMC CORP COM 0.0%
Value ($000) $8 Shares 77 Est. Cost $108.22 Unrealized -7.4%
HUBS HUBSPOT INC COM 0.0%
Value ($000) $8 Shares 15 Est. Cost $283.47 Unrealized +65.3%
QURATE RETAIL INC COM SER A 0.0%
Value ($000) $8 Shares 8,000 Est. Cost $0.99 Unrealized
GPN GLOBAL PAYMENTS INC COM 0.0%
Value ($000) $8 Shares 80 Est. Cost $100.58 Unrealized -0.5%
SEE SEALED AIR CORP COM 0.0%
Value ($000) $8 Shares 197 Est. Cost $42.93 Unrealized -6.9%
ETSY ETSY INC COM 0.0%
Value ($000) $8 Shares 93 Est. Cost $98.40 Unrealized -4.2%
SIMO SILICON MOTION TECHNOLOGY CORP ADR 0.0%
Value ($000) $8 Shares 109 Est. Cost $65.35 Unrealized
EADSY AIRBUS SE ADR UNSPONSORED 0.0%
Value ($000) $8 Shares 217 Est. Cost $31.97 Unrealized
META PLATFORMS INC NOTE M/W CLBL 0.0%
Value ($000) $8 Shares 9 Est. Cost $869.78 Unrealized
SXI STANDEX INTERNATIONAL CORP COM 0.0%
Value ($000) $8 Shares 55 Est. Cost $98.12 Unrealized +34.6%
ABBVIE INC NOTE M/W CLBL 0.0%
Value ($000) $8 Shares 8 Est. Cost $981.83 Unrealized
MTRN MATERION CORP COM 0.0%
Value ($000) $8 Shares 68 Est. Cost $81.64 Unrealized +33.0%
AT&T INC NOTE M/W CLBL 0.0%
Value ($000) $8 Shares 9 Est. Cost $870.85 Unrealized
STWD STARWOOD PROPERTY TRUST INC COM 0.0%
Value ($000) $8 Shares 398 Est. Cost $19.80 Unrealized
IPAR INTER PARFUMS INC COM 0.0%
Value ($000) $8 Shares 57 Est. Cost $86.87 Unrealized +61.2%
PAYPAL HOLDINGS INC NOTE M/W CLBL 0.0%
Value ($000) $8 Shares 8 Est. Cost $964.94 Unrealized
NOG NORTHERN OIL & GAS INC (NEV) COM 0.0%
Value ($000) $8 Shares 224 Est. Cost $33.65 Unrealized -3.7%
ESSEX PORTFOLIO LP NOTE M/W CLBL 0.0%
Value ($000) $8 Shares 8 Est. Cost $970.63 Unrealized
ATLKY ATLAS COPCO AB ADR SPONSORED 0.0%
Value ($000) $8 Shares 528 Est. Cost $12.50 Unrealized
AT&T INC NOTE M/W CLBL 0.0%
Value ($000) $8 Shares 9 Est. Cost $843.78 Unrealized
GLOBAL PAYMENTS INC NOTE M/W CLBL 0.0%
Value ($000) $8 Shares 8 Est. Cost $952.17 Unrealized
PFG PRINCIPAL FINANCIAL GROUP COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $76.60 Unrealized -14.5%
TOELY TOKYO ELECTRON ADR UNSPONSORED 0.0%
Value ($000) $8 Shares 105 Est. Cost $79.23 Unrealized
ITW ILLINOIS TOOL WORKS INC COM 0.0%
Value ($000) $8 Shares 30 Est. Cost $203.41 Unrealized +8.0%
BALL CORP NOTE M/W CLBL 0.0%
Value ($000) $7 Shares 9 Est. Cost $830.11 Unrealized
LGRDY LEGRAND SA ADR UNSPONSORED 0.0%
Value ($000) $7 Shares 377 Est. Cost $17.45 Unrealized
CHAMPIONX CORPORATION COM 0.0%
Value ($000) $7 Shares 240 Est. Cost $31.10 Unrealized
CATALENT INC COM 0.0%
Value ($000) $7 Shares 170 Est. Cost $46.19 Unrealized
DSNKY DAIICHI SANKYO COMPANY LIMITED ADR SPONSORED 0.0%
Value ($000) $7 Shares 230 Est. Cost $32.50 Unrealized
CCL CARNIVAL CORP UNITS 0.0%
Value ($000) $7 Shares 386 Est. Cost $8.62 Unrealized +35.7%
RELX RELX PLC ADR SPONSORED 0.0%
Value ($000) $7 Shares 217 Est. Cost $29.30 Unrealized
LABORATORY CORP AMER HLDGS COM 0.0%
Value ($000) $7 Shares 30 Est. Cost $248.10 Unrealized
SAFRY SAFRAN ADR UNSPONSORED 0.0%
Value ($000) $7 Shares 184 Est. Cost $39.24 Unrealized
EOG EOG RESOURCES INC COM 0.0%
Value ($000) $7 Shares 63 Est. Cost $117.82 Unrealized -11.4%
CASY CASEY'S GENERAL STORES INC COM 0.0%
Value ($000) $7 Shares 29 Est. Cost $223.71 Unrealized -0.1%
AUTODESK INC NOTE M/W CLBL 0.0%
Value ($000) $7 Shares 8 Est. Cost $887.22 Unrealized
DKNG DRAFTKINGS INC COM CL A 0.0%
Value ($000) $7 Shares 263 Est. Cost $13.92 Unrealized +65.6%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $7 Shares 267 Est. Cost $24.48 Unrealized 0.0%
ADSK AUTODESK INC COM 0.0%
Value ($000) $7 Shares 34 Est. Cost $200.68 Unrealized -0.4%
LYB LYONDELLBASELL INDUSTRIES N V COM 0.0%
Value ($000) $7 Shares 76 Est. Cost $66.61 Unrealized +14.0%
EVERSOURCE ENERGY NOTE M/W CLBL 0.0%
Value ($000) $7 Shares 7 Est. Cost $991.70 Unrealized
OLYMY OLYMPUS CORPORATION ADR UNSPONSORED 0.0%
Value ($000) $7 Shares 434 Est. Cost $15.82 Unrealized
BOSTON PPTYS LTD PARTNERSHIP NOTE M/W CLBL 0.0%
Value ($000) $7 Shares 7 Est. Cost $987.00 Unrealized
DVLP GOLDEN DEVELOPING SOLUTIONS IN COM 0.0%
Value ($000) $7 Shares 2,200,000 Est. Cost $0.01 Unrealized -46.4%
BNPQY BNP PARIBAS ADR SPONSORED 0.0%
Value ($000) $7 Shares 215 Est. Cost $31.90 Unrealized
MTG MGIC INVESTMENT CORP COM 0.0%
Value ($000) $7 Shares 429 Est. Cost $13.17 Unrealized +12.6%
CRWD CROWDSTRIKE HOLDINGS INC COM CL A 0.0%
Value ($000) $7 Shares 46 Est. Cost $136.88 Unrealized +1.8%
SEMPRA NOTE M/W CLBL 0.0%
Value ($000) $7 Shares 7 Est. Cost $967.86 Unrealized
FISERV INC NOTE M/W CLBL 0.0%
Value ($000) $7 Shares 7 Est. Cost $977.14 Unrealized
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $7 Shares 23 Est. Cost $223.14 Unrealized +17.3%
DIVO AMPLIFY ETF TR CWP ENHANCED DIV ETF 0.0%
Value ($000) $7 Shares 186 Est. Cost $35.62 Unrealized
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $7 Shares 118 Est. Cost $56.58 Unrealized -11.7%
STERICYCLE INC COM 0.0%
Value ($000) $7 Shares 144 Est. Cost $49.61 Unrealized
AMERICAN EXPRESS CO NOTE PERP M/W QTRLY CLBL 0.0%
Value ($000) $7 Shares 8 Est. Cost $870.40 Unrealized
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $7 Shares 7 Est. Cost $969.14 Unrealized
EBAY INC NOTE M/W CLBL 0.0%
Value ($000) $7 Shares 7 Est. Cost $942.33 Unrealized
MS MORGAN STANLEY COM 0.0%
Value ($000) $7 Shares 77 Est. Cost $76.82 Unrealized +2.0%
IGRO ISHARES TRUST INTL DIV GRWTH ETF 0.0%
Value ($000) $7 Shares 106 Est. Cost $61.05 Unrealized
CITIGROUP INC NOTE M/W CLBL 0.0%
Value ($000) $7 Shares 7 Est. Cost $934.24 Unrealized
LAZARD GROUP LLC NOTE M/W CLBL 0.0%
Value ($000) $6 Shares 7 Est. Cost $928.14 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $6 Shares 127 Est. Cost $48.68 Unrealized +8.8%
UNITED STATES TREASURY BONDS BOND 0.0%
Value ($000) $6 Shares 6 Est. Cost $1121.00 Unrealized
OZK BANK OZK COM 0.0%
Value ($000) $6 Shares 160 Est. Cost $37.97 Unrealized -14.9%
ACTIVISION BLIZZARD INC NOTE M/W CLBL 0.0%
Value ($000) $6 Shares 8 Est. Cost $812.80 Unrealized
CE CELANESE CORP COM 0.0%
Value ($000) $6 Shares 55 Est. Cost $94.49 Unrealized +10.7%
MCHP MICROCHIP TECHNOLOGY COM 0.0%
Value ($000) $6 Shares 71 Est. Cost $63.88 Unrealized +15.6%
ACIW ACI WORLDWIDE INC COM 0.0%
Value ($000) $6 Shares 274 Est. Cost $21.54 Unrealized +12.3%
IBDRY IBERDROLA SA ADR SPONSORED 0.0%
Value ($000) $6 Shares 121 Est. Cost $46.96 Unrealized
BC BRUNSWICK CORP COM 0.0%
Value ($000) $6 Shares 73 Est. Cost $66.22 Unrealized +15.9%
FNMA PASS-THRU I MBS FM1104 0.0%
Value ($000) $6 Shares 19 Est. Cost $358.26 Unrealized
CHRD CHORD ENERGY CORPORATION COM 0.0%
Value ($000) $6 Shares 41 Est. Cost $118.82 Unrealized +4.8%
JETS ETF SERIES SOLUTIONS US GLB JETS ETF 0.0%
Value ($000) $6 Shares 294 Est. Cost $19.95 Unrealized
B.A.T.INTERNATIONAL FINANCE NOTE M/W CLBL 0.0%
Value ($000) $6 Shares 7 Est. Cost $903.86 Unrealized
BANK OF NEW YORK MELLON CORP NOTE M/W CLBL 0.0%
Value ($000) $6 Shares 6 Est. Cost $1042.50 Unrealized
UDMY UDEMY INC COM 0.0%
Value ($000) $6 Shares 570 Est. Cost $13.51 Unrealized -29.4%
BXP BOSTON PROPERTIES INC COM USD0.01 0.0%
Value ($000) $6 Shares 106 Est. Cost $51.69 Unrealized -13.7%
TGT TARGET CORP COM 0.0%
Value ($000) $6 Shares 46 Est. Cost $140.92 Unrealized -4.2%
AGM FED AGRI MTG CORP COM CL C 0.0%
Value ($000) $6 Shares 42 Est. Cost $104.46 Unrealized +21.2%
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $6 Shares 6 Est. Cost $978.06 Unrealized
VALLEY NATIONAL BANK CD 0.0%
Value ($000) $6 Shares 6 Est. Cost $996.00 Unrealized
PRNDY PERNOD RICARD ADR 0.0%
Value ($000) $6 Shares 136 Est. Cost $41.80 Unrealized
EUSB ISHARES TRUST ESG ADVANCED TOTAL USD BD M 0.0%
Value ($000) $6 Shares 140 Est. Cost $43.58 Unrealized
NXP B.V./NXP FUNDING LLC NOTE M/W CLBL 0.0%
Value ($000) $6 Shares 6 Est. Cost $998.33 Unrealized
MARRIOTT INTERNATIONAL INC NOTE M/W CLBL 0.0%
Value ($000) $6 Shares 6 Est. Cost $1008.50 Unrealized
SOUTHWEST AIRLINES CO NOTE M/W CLBL 0.0%
Value ($000) $6 Shares 6 Est. Cost $1013.50 Unrealized
THE CIGNA GROUP NOTE M/W CLBL 0.0%
Value ($000) $6 Shares 7 Est. Cost $870.53 Unrealized
GILEAD SCIENCES INC NOTE M/W CLBL 0.0%
Value ($000) $6 Shares 6 Est. Cost $971.83 Unrealized
BOEING CO NOTE M/W CLBL 0.0%
Value ($000) $6 Shares 6 Est. Cost $1015.00 Unrealized
WM WASTE MANAGEMENT INC COM 0.0%
Value ($000) $6 Shares 34 Est. Cost $153.18 Unrealized +3.6%
IGM ISHARES TRUST EXPANDED TECH SECTOR ETF 0.0%
Value ($000) $6 Shares 15 Est. Cost $293.24 Unrealized
DBOEY DEUTSCHE BOERSE AG ADR UNSPONSORED 0.0%
Value ($000) $6 Shares 319 Est. Cost $17.95 Unrealized
CANADIAN IMPERIAL BANK OF COMM NOTE M/W CONV CLBL 0.0%
Value ($000) $6 Shares 6 Est. Cost $980.83 Unrealized
SE SEA LIMITED ADR 0.0%
Value ($000) $6 Shares 101 Est. Cost $61.33 Unrealized
STVN STEVANATO GROUP S P A COM 0.0%
Value ($000) $6 Shares 180 Est. Cost $16.46 Unrealized +69.4%
SOUTHERN CALIFORNIA GAS CO BOND M/W CLBL 0.0%
Value ($000) $6 Shares 6 Est. Cost $972.39 Unrealized
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $6 Shares 134 Est. Cost $31.33 Unrealized +2.2%
MLPX GLOBAL X FDS GLB X MLP ENRG I ETF 0.0%
Value ($000) $6 Shares 139 Est. Cost $41.84 Unrealized
FED HOME LOAN MTG CORP MBS Q24955 0.0%
Value ($000) $6 Shares 41 Est. Cost $153.29 Unrealized
JP MORGAN CHASE & CO NOTE M/W CLBL 0.0%
Value ($000) $6 Shares 7 Est. Cost $829.53 Unrealized
BANK OF AMERICA CORPORATION NOTE M/W CLBL 0.0%
Value ($000) $6 Shares 6 Est. Cost $957.33 Unrealized
WELLS FARGO & COMPANY NOTE M/W CLBL 0.0%
Value ($000) $6 Shares 6 Est. Cost $952.17 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $6 Shares 14 Est. Cost $388.70 Unrealized -5.4%
KWR QUAKER HOUGHTON COM 0.0%
Value ($000) $6 Shares 29 Est. Cost $168.18 Unrealized +16.3%
NEWELL BRANDS INC NOTE M/W CLBL 0.0%
Value ($000) $6 Shares 6 Est. Cost $959.06 Unrealized
BOSTON SCIENTIFIC CORP NOTE M/W CLBL 0.0%
Value ($000) $6 Shares 6 Est. Cost $941.50 Unrealized
AXA EQUITABLE HLDGS INC NOTE M/W CLBL 0.0%
Value ($000) $6 Shares 6 Est. Cost $977.00 Unrealized
JP MORGAN CHASE & CO NOTE M/W CLBL 0.0%
Value ($000) $6 Shares 6 Est. Cost $947.17 Unrealized
ZD ZIFF DAVIS INC COM 0.0%
Value ($000) $6 Shares 80 Est. Cost $80.45 Unrealized -14.9%
WING WINGSTOP INC COM 0.0%
Value ($000) $6 Shares 28 Est. Cost $147.57 Unrealized +32.4%
USPH US PHYSICAL THERAPY COM 0.0%
Value ($000) $6 Shares 46 Est. Cost $83.89 Unrealized +28.5%
CENTENE CORPORATION NOTE M/W CLBL 0.0%
Value ($000) $6 Shares 7 Est. Cost $823.68 Unrealized
FNMA PASS-THRU I MBS FS3123 0.0%
Value ($000) $6 Shares 6 Est. Cost $979.00 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $150.96 Unrealized +10.3%
EHC ENCOMPASS HEALTH CORPORATION COM 0.0%
Value ($000) $6 Shares 82 Est. Cost $53.01 Unrealized +15.9%
ASMIY ASM INTERNATIONAL NV ADR SPONSORED 0.0%
Value ($000) $6 Shares 13 Est. Cost $323.92 Unrealized
NEW YORK ST DORM AUTH REVS NON SCH DISTS BD FING PROGRAM REV 0.0%
Value ($000) $6 Shares 5 Est. Cost $1106.20 Unrealized
PHILIP MORRIS INTL INC NOTE M/W CLBL 0.0%
Value ($000) $6 Shares 6 Est. Cost $945.83 Unrealized
BOEING CO NOTE M/W CLBL 0.0%
Value ($000) $6 Shares 6 Est. Cost $937.67 Unrealized
BOSTON PPTYS LTD PARTNERSHIP NOTE M/W CLBL 0.0%
Value ($000) $6 Shares 6 Est. Cost $957.13 Unrealized
MUR MURPHY OIL CORP COM 0.0%
Value ($000) $5 Shares 143 Est. Cost $36.05 Unrealized -8.3%
CPK CHESAPEAKE UTILITIES CORP COM 0.0%
Value ($000) $5 Shares 46 Est. Cost $109.79 Unrealized +8.7%
NETAPP INC NOTE M/W CLBL 0.0%
Value ($000) $5 Shares 6 Est. Cost $914.67 Unrealized
SBGSY SCHNEIDER ELECTRIC SE ADR UNSPONSORED 0.0%
Value ($000) $5 Shares 149 Est. Cost $31.13 Unrealized
CHE CHEMED CORP COM 0.0%
Value ($000) $5 Shares 10 Est. Cost $481.46 Unrealized +12.5%
CRAI CRA INTERNATIONAL INC COM 0.0%
Value ($000) $5 Shares 53 Est. Cost $106.07 Unrealized -8.0%
TTEK TETRA TECH INC COM 0.0%
Value ($000) $5 Shares 33 Est. Cost $28.91 Unrealized +1.8%
UATG UMBRA APPLIED TECH GRP COM 0.0%
Value ($000) $5 Shares 658,616 Est. Cost $0.00 Unrealized +66.5%
LSTR LANDSTAR SYSTEMS INC COM 0.0%
Value ($000) $5 Shares 28 Est. Cost $165.46 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $5 Shares 24 Est. Cost $242.73 Unrealized -12.0%
ESI ELEMENT SOLUTIONS INC COM 0.0%
Value ($000) $5 Shares 280 Est. Cost $17.24 Unrealized +2.9%
ALSN ALLISON TRANSMISSION HLDGS INC COM 0.0%
Value ($000) $5 Shares 95 Est. Cost $39.34 Unrealized +20.9%
HLNE HAMILTON LANE INC COM CL A 0.0%
Value ($000) $5 Shares 67 Est. Cost $66.51 Unrealized +8.0%
PROSHARES TRUST ULTRAPRO SHORT S ETF 0.0%
Value ($000) $5 Shares 500 Est. Cost $16.05 Unrealized
AZN ASTRAZENECA ADR SPONSORED 0.0%
Value ($000) $5 Shares 74 Est. Cost $70.49 Unrealized
NEW YORK ST DORM AUTH REVS NON REV BDS 0.0%
Value ($000) $5 Shares 5 Est. Cost $1058.60 Unrealized
VANECK ETF TR BITCOIN STRATEGY ETF 0.0%
Value ($000) $5 Shares 177 Est. Cost $21.59 Unrealized
TFC TRUIST FINANCIAL CORPORATION COM 0.0%
Value ($000) $5 Shares 174 Est. Cost $37.08 Unrealized -27.3%
NIO NIO INC ADR 0.0%
Value ($000) $5 Shares 542 Est. Cost $10.77 Unrealized
UNION PACIFIC CORP NOTE M/W CLBL 0.0%
Value ($000) $5 Shares 7 Est. Cost $787.65 Unrealized
HOMB HOME BANCSHARES INC COM 0.0%
Value ($000) $5 Shares 229 Est. Cost $24.25 Unrealized -10.1%
PPG PPG INDUSTRIES INC COM 0.0%
Value ($000) $5 Shares 35 Est. Cost $114.48 Unrealized +15.0%
SSDOY SHISEIDO COMPANY LIMITED ADR SPONSORED 0.0%
Value ($000) $5 Shares 114 Est. Cost $49.94 Unrealized
SANTANDER HOLDINGS USA INC NOTE M/W CLBL 0.0%
Value ($000) $5 Shares 6 Est. Cost $879.00 Unrealized
ESML ISHARES TRUST ESG AWARE MSCI USA SML CAP 0.0%
Value ($000) $5 Shares 145 Est. Cost $34.37 Unrealized
FNMA PASS-THRU I MBS FM9498 0.0%
Value ($000) $5 Shares 7 Est. Cost $794.57 Unrealized
NSP INSPERITY INC COM 0.0%
Value ($000) $5 Shares 43 Est. Cost $103.17 Unrealized +5.7%
CCOI COGENT COMMUNICATIONS HLDGS IN COM 0.0%
Value ($000) $5 Shares 76 Est. Cost $45.47 Unrealized +22.7%
WEST ISLIP N Y UN FREE SCH DIS BDS 0.0%
Value ($000) $5 Shares 5 Est. Cost $1017.80 Unrealized
COMCAST CORP NOTE M/W CLBL 0.0%
Value ($000) $5 Shares 5 Est. Cost $1015.40 Unrealized
SU SUNCOR ENERGY INC COM 0.0%
Value ($000) $5 Shares 172 Est. Cost $29.11 Unrealized -6.8%
ICLR ICON PLC COM 0.0%
Value ($000) $5 Shares 20 Est. Cost $198.26 Unrealized +7.1%
CSLLY CSL ADR SPONSORED 0.0%
Value ($000) $5 Shares 54 Est. Cost $102.24 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $5 Shares 54 Est. Cost $93.16 Unrealized
IGIB ISHARES TRUST 5-10 YEAR INVESTMENT GRADE 0.0%
Value ($000) $5 Shares 98 Est. Cost $51.59 Unrealized
UTZ UTZ BRANDS INC COM CL A 0.0%
Value ($000) $5 Shares 302 Est. Cost $16.58 Unrealized +3.5%
POWI POWER INTEGRATIONS INC COM 0.0%
Value ($000) $5 Shares 52 Est. Cost $68.50 Unrealized +17.5%
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $5 Shares 5 Est. Cost $984.60 Unrealized
UNITED RENTALS (NORTH AMERICA) NOTE M/W CLBL 0.0%
Value ($000) $5 Shares 5 Est. Cost $993.80 Unrealized
JP MORGAN CHASE & CO NOTE 0.0%
Value ($000) $5 Shares 5 Est. Cost $982.40 Unrealized
JP MORGAN CHASE & CO NOTE M/W CLBL 0.0%
Value ($000) $5 Shares 5 Est. Cost $977.44 Unrealized
WALGREENS BOOTS ALLIANCE INC NOTE M/W CLBL 0.0%
Value ($000) $5 Shares 5 Est. Cost $983.70 Unrealized
VERIZON COMMUNICATIONS NOTE M/W CLBL 0.0%
Value ($000) $5 Shares 5 Est. Cost $982.40 Unrealized
LOWE'S COMPANIES INC NOTE M/W CLBL 0.0%
Value ($000) $5 Shares 5 Est. Cost $988.40 Unrealized
GOLDMAN SACHS GROUP INC NOTE M/W CLBL 0.0%
Value ($000) $5 Shares 5 Est. Cost $984.07 Unrealized
DMXF ISHARES TRUST ESG ADVANCED MSCI EAFE ETF 0.0%
Value ($000) $5 Shares 79 Est. Cost $58.21 Unrealized
FHLC FIDELITY COVINGTON TRUST MSCI HLTH CARE I ETF 0.0%
Value ($000) $5 Shares 76 Est. Cost $63.81 Unrealized
PPRUY KERING ADR UNSPONSORED 0.0%
Value ($000) $5 Shares 86 Est. Cost $55.35 Unrealized
HP HELMERICH & PAYNE INC COM 0.0%
Value ($000) $5 Shares 134 Est. Cost $40.05 Unrealized -14.8%
ESLOY ESSILORLUXOTTICA ADR UNSPONSORED 0.0%
Value ($000) $5 Shares 50 Est. Cost $92.89 Unrealized
MARRIOTT INTERNATIONAL INC NOTE M/W CLBL 0.0%
Value ($000) $5 Shares 5 Est. Cost $951.10 Unrealized
VERIZON COMMUNICATIONS NOTE M/W CLBL 0.0%
Value ($000) $5 Shares 5 Est. Cost $937.80 Unrealized
FNMA PASS-THRU I MBS FS2587 0.0%
Value ($000) $5 Shares 5 Est. Cost $975.40 Unrealized
CIVI CIVITAS RESOURCES INC COM 0.0%
Value ($000) $5 Shares 67 Est. Cost $48.65 Unrealized +14.7%
ISNPY INTESA SANPAOLO S.P.A. ADR SPONSORED 0.0%
Value ($000) $5 Shares 294 Est. Cost $14.44 Unrealized
FNMA PASS-THRU I MBS CA2626 0.0%
Value ($000) $5 Shares 14 Est. Cost $355.57 Unrealized
HKXCY HONG KONG EXCHANGES & CLEARING ADR UNSPONSORED 0.0%
Value ($000) $5 Shares 122 Est. Cost $44.86 Unrealized
FNMA PASS-THRU I MBS FM1577 0.0%
Value ($000) $5 Shares 14 Est. Cost $362.63 Unrealized
FNMA PASS-THRU I MBS FM4401 0.0%
Value ($000) $5 Shares 7 Est. Cost $701.57 Unrealized
BXBLY BRAMBLES LTD ADR SPONSORED 0.0%
Value ($000) $5 Shares 237 Est. Cost $17.54 Unrealized
ONEY SPDR RUSSELL YIELD ETF 0.0%
Value ($000) $5 Shares 48 Est. Cost $95.29 Unrealized
SMH VANECK ETF TRUST SEMICONDUCTOR ETF 0.0%
Value ($000) $5 Shares 30 Est. Cost $152.27 Unrealized
SOXX ISHARES TRUST ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $5 Shares 9 Est. Cost $507.22 Unrealized
EVVTY EVOLUTION AB ADR UNSPONSORED 0.0%
Value ($000) $5 Shares 36 Est. Cost $112.05 Unrealized
MEAR ISHARES US ETF TRUST BLACKROCK SHT MTRTY MUN BD 0.0%
Value ($000) $5 Shares 91 Est. Cost $49.95 Unrealized
FNMA PASS-THRU I MBS CA7328 0.0%
Value ($000) $5 Shares 7 Est. Cost $696.57 Unrealized
LINCOLN NATIONAL CORP NOTE M/W CLBL 0.0%
Value ($000) $5 Shares 5 Est. Cost $949.40 Unrealized
SCHWAB (CHARLES) CORP NOTE M/W CLBL 0.0%
Value ($000) $4 Shares 5 Est. Cost $895.80 Unrealized
KLIC KULICKE & SOFFA INDUSTRIES INC COM 0.0%
Value ($000) $4 Shares 75 Est. Cost $41.52 Unrealized +18.3%
WELLS FARGO & COMPANY NOTE M/W CLBL 0.0%
Value ($000) $4 Shares 5 Est. Cost $903.24 Unrealized
TCEHY TENCENT HOLDINGS LIMITED ADR UNSPONSORED 0.0%
Value ($000) $4 Shares 104 Est. Cost $47.59 Unrealized
CHTR CHARTER COMMUNICATIONS INC COM CL A 0.0%
Value ($000) $4 Shares 12 Est. Cost $351.41 Unrealized -2.9%
FNMA PASS-THRU I MBS BM5477 0.0%
Value ($000) $4 Shares 16 Est. Cost $299.56 Unrealized
UFPI UFP INDUSTRIES INC COM 0.0%
Value ($000) $4 Shares 45 Est. Cost $76.39 Unrealized +9.2%
LCTU BLACKROCK ETF TRUST US CARBON TRANSITION READIN 0.0%
Value ($000) $4 Shares 89 Est. Cost $43.15 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSORED 0.0%
Value ($000) $4 Shares 43 Est. Cost $88.42 Unrealized
AXTA AXALTA COATING SYSTEMS LTD COM 0.0%
Value ($000) $4 Shares 132 Est. Cost $24.71 Unrealized +25.6%
ASH ASHLAND INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $98.34 Unrealized -11.5%
VTR VENTAS INC COM USD0.25 0.0%
Value ($000) $4 Shares 92 Est. Cost $37.83 Unrealized +9.4%
KEYCORP NOTE 0.0%
Value ($000) $4 Shares 5 Est. Cost $976.00 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $4 Shares 23 Est. Cost $207.24 Unrealized -2.3%
BAYERISCHE MOTOREN WERKE AG ADR SPONSORED 0.0%
Value ($000) $4 Shares 104 Est. Cost $33.16 Unrealized
FED NATIONAL MTG ASSN MBS AS8684 0.0%
Value ($000) $4 Shares 15 Est. Cost $309.60 Unrealized
BITO PROSHARES TRUST BITCOIN STRATEGY ETF 0.0%
Value ($000) $4 Shares 250 Est. Cost $13.41 Unrealized
INTEL CORP NOTE M/W CLBL 0.0%
Value ($000) $4 Shares 6 Est. Cost $741.86 Unrealized
UMH U M H PROPERTIES INC COM STK USD0.10 0.0%
Value ($000) $4 Shares 264 Est. Cost $16.67 Unrealized
SVB FINANCIAL GROUP NOTE M/W CLBL IN DEFAULT 0.0%
Value ($000) $4 Shares 6 Est. Cost $968.60 Unrealized
UNITEDHEALTH GROUP INC NOTE M/W CLBL 0.0%
Value ($000) $4 Shares 6 Est. Cost $736.14 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $4 Shares 19 Est. Cost $228.99 Unrealized -11.2%
EXPGY EXPERIAN PLC ADR SPONSORED 0.0%
Value ($000) $4 Shares 109 Est. Cost $36.73 Unrealized
FED NATIONAL MTG ASSN MBS FM7680 0.0%
Value ($000) $4 Shares 7 Est. Cost $648.14 Unrealized
DIREXION SHARES ETF TRUST SP BIOTCH BL NEW ETF 0.0%
Value ($000) $4 Shares 701 Est. Cost $7.23 Unrealized
TRNO TERRENO REALTY CORP COM USD0.01 0.0%
Value ($000) $4 Shares 69 Est. Cost $63.12 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $4 Shares 69 Est. Cost $52.36 Unrealized +0.4%
BAH BOOZ ALLEN HAMILTON HLDG CORP COM CL A 0.0%
Value ($000) $4 Shares 37 Est. Cost $97.72 Unrealized -4.2%
LKFN LAKELAND FINANCIAL CORP COM 0.0%
Value ($000) $4 Shares 85 Est. Cost $68.98 Unrealized -30.8%
ACHR ARCHER AVIATION INC COM CL A 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $2.47 Unrealized +14.4%
CNS COHEN & STEERS INC COM 0.0%
Value ($000) $4 Shares 71 Est. Cost $56.57 Unrealized -5.3%
BANK OF NEW YORK MELLON CORP NOTE PERP M/W QTRLY CLBL 0.0%
Value ($000) $4 Shares 5 Est. Cost $821.20 Unrealized
HOWARD HUGHES CORP COM 0.0%
Value ($000) $4 Shares 52 Est. Cost $81.04 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $4 Shares 66 Est. Cost $59.61 Unrealized +2.0%
DSDVY DSV A/S ADR UNSPONSORED 0.0%
Value ($000) $4 Shares 39 Est. Cost $85.06 Unrealized
EVR EVERCORE INC COM 0.0%
Value ($000) $4 Shares 33 Est. Cost $98.92 Unrealized +11.6%
TT TRANE TECHNOLOGIES PLC COM 0.0%
Value ($000) $4 Shares 21 Est. Cost $159.34 Unrealized +8.4%
ONEOK INC NOTE M/W CLBL 0.0%
Value ($000) $4 Shares 4 Est. Cost $1027.50 Unrealized
MPT MEDICAL PROPERTIES TRUST INC COM USD0.001 0.0%
Value ($000) $4 Shares 434 Est. Cost $13.21 Unrealized
EDISON INTERNATIONAL NOTE M/W CLBL 0.0%
Value ($000) $4 Shares 4 Est. Cost $1000.00 Unrealized
TORONTO-DOMINION BANK NOTE M/W CONV QTRLY CLBL VAR 0.0%
Value ($000) $4 Shares 4 Est. Cost $997.50 Unrealized
SABINE PASS LIQUEFACTION LLC NOTE M/W CLBL 0.0%
Value ($000) $4 Shares 4 Est. Cost $1008.75 Unrealized
FIFTH THIRD BANCORP NOTE M/W CLBL 0.0%
Value ($000) $4 Shares 4 Est. Cost $1058.75 Unrealized
FOX CORP NOTE M/W CLBL 0.0%
Value ($000) $4 Shares 4 Est. Cost $990.20 Unrealized
WYNDHAM DESTINATIONS INC NOTE M/W CLBL 0.0%
Value ($000) $4 Shares 4 Est. Cost $990.36 Unrealized
MTD METTLER-TOLEDO INTL INC COM 0.0%
Value ($000) $4 Shares 3 Est. Cost $1338.52 Unrealized +5.0%
BANK OF AMERICA CORPORATION NOTE M/W CLBL 0.0%
Value ($000) $4 Shares 4 Est. Cost $967.00 Unrealized
CC THE CHEMOURS COMPANY LLC COM 0.0%
Value ($000) $4 Shares 107 Est. Cost $26.65 Unrealized +3.3%
SANTANDER HOLDINGS USA INC NOTE M/W CLBL 0.0%
Value ($000) $4 Shares 4 Est. Cost $1002.25 Unrealized
GVDNY GIVAUDAN SA ADR UNSPONSORED 0.0%
Value ($000) $4 Shares 59 Est. Cost $64.65 Unrealized
EXPI EXP WORLD HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 193 Est. Cost $11.50 Unrealized +24.4%
UNITED STATES TREASURY BONDS BOND 0.0%
Value ($000) $4 Shares 4 Est. Cost $975.00 Unrealized
SANTANDER HOLDINGS USA INC NOTE M/W CLBL 0.0%
Value ($000) $4 Shares 4 Est. Cost $977.00 Unrealized
RCRUY RECRUIT HOLDINGS CO LTD ADR UNSPONSORED 0.0%
Value ($000) $4 Shares 613 Est. Cost $6.35 Unrealized
WRKCO INC NOTE M/W CLBL 0.0%
Value ($000) $4 Shares 4 Est. Cost $967.25 Unrealized
ANHEUSER-BUSCH INBEV WORLDWIDE NOTE M/W CLBL 0.0%
Value ($000) $4 Shares 4 Est. Cost $984.25 Unrealized
OPLN OPENLANE INC COM 0.0%
Value ($000) $4 Shares 254 Est. Cost $13.41 Unrealized +8.7%
SHV ISHARES TRUST SHORT TREAS BD ETF 0.0%
Value ($000) $4 Shares 35 Est. Cost $110.16 Unrealized
CITIGROUP INC NOTE M/W CLBL 0.0%
Value ($000) $4 Shares 4 Est. Cost $972.33 Unrealized
BGC PARTNERS INC 1:1 EXC 7/3/23 088929104 0.0%
Value ($000) $4 Shares 866 Est. Cost $4.09 Unrealized
MICRON TECHNOLOGY INC NOTE M/W CLBL 0.0%
Value ($000) $4 Shares 4 Est. Cost $970.25 Unrealized
SCVL SHOE CARNIVAL INC COM 0.0%
Value ($000) $4 Shares 163 Est. Cost $23.89 Unrealized -3.9%
STE STERIS PLC COM 0.0%
Value ($000) $4 Shares 17 Est. Cost $170.93 Unrealized +14.3%
ENERGY TRANSFER OPERATING L P NOTE M/W CLBL 0.0%
Value ($000) $4 Shares 4 Est. Cost $966.75 Unrealized
FNMA PASS-THRU I MBS CA0994 0.0%
Value ($000) $4 Shares 12 Est. Cost $343.33 Unrealized
STRYKER CORP NOTE M/W CLBL 0.0%
Value ($000) $4 Shares 4 Est. Cost $973.00 Unrealized
IXG ISHARES TRUST GLOBAL FINLS ETF 0.0%
Value ($000) $4 Shares 53 Est. Cost $73.57 Unrealized
SANTANDER HOLDINGS USA INC NOTE M/W CLBL 0.0%
Value ($000) $4 Shares 4 Est. Cost $958.50 Unrealized
SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 0.0%
Value ($000) $4 Shares 53 Est. Cost $71.04 Unrealized
FNMA PASS-THRU I MBS FM5137 0.0%
Value ($000) $4 Shares 9 Est. Cost $462.89 Unrealized
OLED UNIVERSAL DISPLAY CORP COM 0.0%
Value ($000) $4 Shares 26 Est. Cost $101.46 Unrealized +37.3%
ABM ABM INDUSTRIES INC COM 0.0%
Value ($000) $4 Shares 87 Est. Cost $41.03 Unrealized -0.4%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 9 Est. Cost $389.46 Unrealized +5.9%
ETR ENTERGY CORP COM 0.0%
Value ($000) $4 Shares 38 Est. Cost $48.86 Unrealized -3.5%
ORACLE CORP NOTE M/W CLBL 0.0%
Value ($000) $4 Shares 4 Est. Cost $939.50 Unrealized
COLB COLUMBIA BANKING SYSTEMS INC COM 0.0%
Value ($000) $4 Shares 182 Est. Cost $26.22 Unrealized -31.8%
BAESY BAE SYSTEMS ADR SPONSORED 0.0%
Value ($000) $4 Shares 77 Est. Cost $42.38 Unrealized
SUMITOMO MITSUI FIN GRP INC NOTE M/W CLBL 0.0%
Value ($000) $4 Shares 4 Est. Cost $930.00 Unrealized
LGND LIGAND PHARMACEUTICAL INC COM 0.0%
Value ($000) $4 Shares 51 Est. Cost $65.02 Unrealized +15.4%
FNMA PASS-THRU I MBS BO4944 0.0%
Value ($000) $4 Shares 9 Est. Cost $450.00 Unrealized
FNMA PASS-THRU I MBS FS0833 0.0%
Value ($000) $4 Shares 5 Est. Cost $812.20 Unrealized
NXP B V / NXP FUNDING LLC & NX NOTE M/W CLBL 0.0%
Value ($000) $4 Shares 4 Est. Cost $925.63 Unrealized
FACTSET RESEARCH SYSTEMS NOTE M/W CLBL 0.0%
Value ($000) $4 Shares 4 Est. Cost $932.17 Unrealized
CRH ADR SPONSORED 0.0%
Value ($000) $4 Shares 65 Est. Cost $44.44 Unrealized
AT&T INC 5.35 GBL NTS DUE 01/11/ 0.0%
Value ($000) $4 Shares 150 Est. Cost $23.94 Unrealized
SAUHY STRAUMANN HOLDING AG ADR UNSPONSORED 0.0%
Value ($000) $4 Shares 221 Est. Cost $14.34 Unrealized
FED HOME LOAN MTG CORP MBS ZT0542 0.0%
Value ($000) $4 Shares 13 Est. Cost $298.00 Unrealized
FNMA PASS-THRU I MBS FM2908 0.0%
Value ($000) $4 Shares 9 Est. Cost $419.79 Unrealized
ZURVY ZURICH INSURANCE GROUP AG ADR SPONSORED 0.0%
Value ($000) $4 Shares 75 Est. Cost $48.21 Unrealized
ESAB ESAB CORPORATION COM 0.0%
Value ($000) $4 Shares 53 Est. Cost $41.41 Unrealized +45.2%
BOSTON PPTYS LTD PARTNERSHIP NOTE M/W CLBL 0.0%
Value ($000) $4 Shares 4 Est. Cost $921.25 Unrealized
LHX L3 HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 18 Est. Cost $211.01 Unrealized -14.3%
VIPER ENERGY PARTNERS LP COM 0.0%
Value ($000) $4 Shares 131 Est. Cost $32.22 Unrealized
TNL TRAVEL PLUS LEISURE CO COM 0.0%
Value ($000) $4 Shares 87 Est. Cost $32.64 Unrealized +5.2%
HCA INC NOTE M/W CLBL 0.0%
Value ($000) $4 Shares 4 Est. Cost $901.25 Unrealized
TRN TRINITY INDUSTRIES INC COM 0.0%
Value ($000) $3 Shares 136 Est. Cost $24.28 Unrealized -16.0%
TSN TYSON FOODS INC COM CL A 0.0%
Value ($000) $3 Shares 68 Est. Cost $58.31 Unrealized -15.0%
MNRO MONRO INC COM 0.0%
Value ($000) $3 Shares 85 Est. Cost $46.19 Unrealized -2.4%
TLPFY TELEPERFORMANCE SE ADR UNSPONSORED 0.0%
Value ($000) $3 Shares 41 Est. Cost $136.00 Unrealized
FNMA PASS-THRU I MBS FM3152 0.0%
Value ($000) $3 Shares 8 Est. Cost $457.88 Unrealized
MCK MCKESSON CORPORATION COM 0.0%
Value ($000) $3 Shares 8 Est. Cost $379.54 Unrealized 0.0%
ENOV ENOVIS CORPORATION COM 0.0%
Value ($000) $3 Shares 53 Est. Cost $51.61 Unrealized +10.3%
FNMA PASS-THRU I MBS CA5476 0.0%
Value ($000) $3 Shares 8 Est. Cost $471.00 Unrealized
SNOW SNOWFLAKE INC COM CL A 0.0%
Value ($000) $3 Shares 19 Est. Cost $152.57 Unrealized +6.5%
FED NATIONAL MTG ASSN MBS BM3362 0.0%
Value ($000) $3 Shares 10 Est. Cost $361.80 Unrealized
SSTK SHUTTERSTOCK INC COM 0.0%
Value ($000) $3 Shares 68 Est. Cost $50.96 Unrealized +11.9%
PRGO PERRIGO COMPANY PLC COM 0.0%
Value ($000) $3 Shares 97 Est. Cost $35.03 Unrealized -0.8%
STX SEAGATE TECHONOLOGY HLDG COM 0.0%
Value ($000) $3 Shares 53 Est. Cost $48.03 Unrealized +17.8%
AEE AMEREN CORP COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $76.15 Unrealized +3.3%
KW KENNEDY-WILSON HOLDINGS INC COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $16.08 Unrealized -0.6%
FHLMC SUPER 30Y FIXED MBS SD1015 0.0%
Value ($000) $3 Shares 4 Est. Cost $886.50 Unrealized
FNMA PASS-THRU I MBS CA3514 0.0%
Value ($000) $3 Shares 17 Est. Cost $213.88 Unrealized
UNF UNIFIRST CORP COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $178.69 Unrealized -7.7%
NXRT NEXPOINT RESIDENTIAL TRUST INC COM USD0.001 'WI' 0.0%
Value ($000) $3 Shares 71 Est. Cost $44.83 Unrealized
DWAS INVESCO EXCHANGE TRADED FUND T DWA SMLCP MENT ETF 0.0%
Value ($000) $3 Shares 41 Est. Cost $78.73 Unrealized
PSA PUBLIC STORAGE COM USD0.10 0.0%
Value ($000) $3 Shares 11 Est. Cost $260.93 Unrealized 0.0%
EIX EDISON INTERNATIONAL COM 0.0%
Value ($000) $3 Shares 46 Est. Cost $53.19 Unrealized +17.2%
BARRICK GOLD CORPORATION COM 0.0%
Value ($000) $3 Shares 188 Est. Cost $18.72 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $168.97 Unrealized -0.7%
AON AON PLC (IE) COM CL A 0.0%
Value ($000) $3 Shares 9 Est. Cost $285.70 Unrealized +11.6%
NICE NICE LTD ADR SPONSORED 0.0%
Value ($000) $3 Shares 15 Est. Cost $202.52 Unrealized
FNMA PASS-THRU I MBS FM3783 0.0%
Value ($000) $3 Shares 8 Est. Cost $421.25 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $168.26 Unrealized -3.3%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $298.87 Unrealized -17.0%
AFRM AFFIRM HLDGS INC COM CL A 0.0%
Value ($000) $3 Shares 200 Est. Cost $14.16 Unrealized -6.4%
FHLMC UMBS 30Y FIXED MBS RA3175 0.0%
Value ($000) $3 Shares 6 Est. Cost $539.67 Unrealized
AVB AVALONBAY COMMUNITIES INC COM USD0.01 0.0%
Value ($000) $3 Shares 16 Est. Cost $151.65 Unrealized +7.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $106.57 Unrealized -5.2%
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $3 Shares 39 Est. Cost $72.93 Unrealized +6.3%
AMERICAN TOWER CORP NOTE M/W CLBL 0.0%
Value ($000) $3 Shares 3 Est. Cost $1000.00 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $73.20 Unrealized +37.2%
BANK OF AMERICA CORPORATION NOTE PERP M/W CLBL 0.0%
Value ($000) $3 Shares 3 Est. Cost $1000.00 Unrealized
APH AMPHENOL CORP COM CL A 0.0%
Value ($000) $3 Shares 35 Est. Cost $36.78 Unrealized +3.2%
SHOP SHOPIFY INC COM CL A 0.0%
Value ($000) $3 Shares 46 Est. Cost $41.93 Unrealized +34.8%
CLLNY CELLNEX TELECOM SAU ADR UNSPONSORED 0.0%
Value ($000) $3 Shares 147 Est. Cost $18.02 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $3 Shares 8 Est. Cost $139.59 Unrealized +14.3%
JP MORGAN CHASE & CO NOTE PERP M/W CLBL 0.0%
Value ($000) $3 Shares 3 Est. Cost $969.00 Unrealized
GOLDMAN SACHS GROUP INC NOTE M/W CLBL 0.0%
Value ($000) $3 Shares 3 Est. Cost $963.00 Unrealized
BABA ALIBABA GROUP HOLDING LTD ADR SPONSORED 0.0%
Value ($000) $3 Shares 35 Est. Cost $116.60 Unrealized
MITT AG MTG INVEST TRUST INC COM USD0.01(POST REV SPLIT) 0.0%
Value ($000) $3 Shares 476 Est. Cost $6.30 Unrealized
WELLS FARGO & COMPANY NOTE 0.0%
Value ($000) $3 Shares 3 Est. Cost $966.78 Unrealized
HTHIY HITACHI ADR SPONSORED 0.0%
Value ($000) $3 Shares 23 Est. Cost $102.00 Unrealized
JP MORGAN CHASE & CO NOTE M/W CLBL 0.0%
Value ($000) $3 Shares 3 Est. Cost $964.67 Unrealized
FED HOME LOAN MTG CORP MBS G60506 0.0%
Value ($000) $3 Shares 13 Est. Cost $235.46 Unrealized
SYNEOS HEALTH INC COM CL A 0.0%
Value ($000) $3 Shares 67 Est. Cost $34.60 Unrealized
MAXEON SOLAR TECH LTD COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $21.84 Unrealized
FHLMC UMBS 30Y FIXED MBS RA3194 0.0%
Value ($000) $3 Shares 5 Est. Cost $598.60 Unrealized
FED HOME LOAN MTG CORP MBS G60994 0.0%
Value ($000) $3 Shares 9 Est. Cost $330.78 Unrealized
WELLS FARGO & COMPANY NOTE 0.0%
Value ($000) $3 Shares 3 Est. Cost $942.50 Unrealized
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $3 Shares 3 Est. Cost $938.67 Unrealized
FNMA PASS-THRU I MBS FS2996 0.0%
Value ($000) $3 Shares 3 Est. Cost $944.11 Unrealized
FED HOME LOAN MTG CORP MBS QA8185 0.0%
Value ($000) $3 Shares 5 Est. Cost $599.38 Unrealized
GE GENERAL ELECTRIC CO COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $48.38 Unrealized +65.0%
UBS UBS GROUP AG COM 0.0%
Value ($000) $3 Shares 135 Est. Cost $17.01 Unrealized +18.2%
VERINT SYSTEMS INC COM 0.0%
Value ($000) $3 Shares 78 Est. Cost $36.00 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $123.46 Unrealized +1.2%
WALT DISNEY COMPANY (THE) NOTE M/W CLBL 0.0%
Value ($000) $3 Shares 3 Est. Cost $903.67 Unrealized
FNMA PASS-THRU I MBS FM1258 0.0%
Value ($000) $3 Shares 9 Est. Cost $319.22 Unrealized
FNMA PASS-THRU I MBS BM5508 0.0%
Value ($000) $3 Shares 10 Est. Cost $293.19 Unrealized
SUSC ISHARES TRUST ESG AWARE USD CORPORATE BON 0.0%
Value ($000) $3 Shares 116 Est. Cost $23.31 Unrealized
CABO CABLE ONE INC COM 0.0%
Value ($000) $3 Shares 4 Est. Cost $701.18 Unrealized -8.8%
FNMA PASS-THRU I MBS FM5768 0.0%
Value ($000) $3 Shares 5 Est. Cost $555.00 Unrealized
TRUIST FINANCIAL CORPORATION NOTE PERP 0.0%
Value ($000) $3 Shares 3 Est. Cost $946.44 Unrealized
TOTAL SE ADR SPONSORED 0.0%
Value ($000) $3 Shares 44 Est. Cost $63.57 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $68.87 Unrealized +8.1%
WELLS FARGO & COMPANY DEP REP 1/1000 PERP PFD 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.50 Unrealized
RPM RPM INTERNATIONAL INC COM 0.0%
Value ($000) $3 Shares 28 Est. Cost $96.96 Unrealized -15.2%
SCHWAB (CHARLES) CORP 5.95 DEP SHS REP 1/40 N CLBL 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.03 Unrealized
FNMA PASS-THRU I MBS CA3840 0.0%
Value ($000) $2 Shares 9 Est. Cost $289.89 Unrealized
MUFG MITSUBISHI UFJ FIN GRP INC ADR SPONSORED 0.0%
Value ($000) $2 Shares 334 Est. Cost $7.25 Unrealized
FNMA PASS-THRU I MBS FS1891 0.0%
Value ($000) $2 Shares 3 Est. Cost $891.67 Unrealized
VIR VIR BIOTECHNOLOGY INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $24.51 Unrealized +2.5%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $2 Shares 99 Est. Cost $13.28 Unrealized +28.8%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $2 Shares 19 Est. Cost $106.04 Unrealized +10.3%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $526.19 Unrealized +42.5%
VIRGIN GALACTIC HLDGS INC COM 0.0%
Value ($000) $2 Shares 625 Est. Cost $4.86 Unrealized
FNMA PASS-THRU I MBS CA2044 0.0%
Value ($000) $2 Shares 9 Est. Cost $289.44 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $265.36 Unrealized +8.1%
IXC ISHARES TRUST GLOBAL ENERG ETF 0.0%
Value ($000) $2 Shares 65 Est. Cost $40.05 Unrealized
GGG GRACO INC COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $63.99 Unrealized +17.3%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $68.99 Unrealized -4.3%
MANH MANHATTAN ASSOCIATES INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $122.94 Unrealized +41.2%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $2 Shares 75 Est. Cost $29.98 Unrealized -3.0%
NOK NOKIA OYJ ADR SPONSORED 0.0%
Value ($000) $2 Shares 574 Est. Cost $4.69 Unrealized
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $2 Shares 28 Est. Cost $65.23 Unrealized +22.1%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $890.25 Unrealized +41.3%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $53.55 Unrealized +3.7%
WOLFSPEED INC COM 0.0%
Value ($000) $2 Shares 42 Est. Cost $76.33 Unrealized
DBEF DBX ETF TRUST XTRACK MSCI EAFE ETF 0.0%
Value ($000) $2 Shares 65 Est. Cost $34.08 Unrealized
AMCOR PLC COM 0.0%
Value ($000) $2 Shares 229 Est. Cost $10.22 Unrealized -8.7%
SLB SCHLUMBERGER LIMITED COM 0.0%
Value ($000) $2 Shares 46 Est. Cost $46.08 Unrealized -3.4%
FNMA PASS-THRU I MBS FS1125 0.0%
Value ($000) $2 Shares 3 Est. Cost $814.00 Unrealized
KNSL KINSALE CAPITAL GROUP INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $294.17 Unrealized +12.4%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $2 Shares 88 Est. Cost $26.96 Unrealized -6.7%
DISCOVER FINANCIAL SERVICES COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $101.92 Unrealized
FNMA PASS-THRU I MBS FM5893 0.0%
Value ($000) $2 Shares 5 Est. Cost $478.20 Unrealized
FNMA PASS-THRU I MBS CA2364 0.0%
Value ($000) $2 Shares 8 Est. Cost $301.75 Unrealized
INVH INVITATION HOMES INC COM USD0.01 0.0%
Value ($000) $2 Shares 64 Est. Cost $28.35 Unrealized +6.8%
WIMI HOLOGRAM CLOUD INC ADR 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $1.14 Unrealized
FNMA PASS-THRU I MBS FM3090 0.0%
Value ($000) $2 Shares 7 Est. Cost $345.45 Unrealized
FED HOME LOAN MTG CORP MBS ZT0794 0.0%
Value ($000) $2 Shares 8 Est. Cost $282.56 Unrealized
HDB HDFC BANK LTD ADR SPONSORED 0.0%
Value ($000) $2 Shares 31 Est. Cost $69.45 Unrealized
NI NISOURCE INC COM 0.0%
Value ($000) $2 Shares 79 Est. Cost $23.70 Unrealized +7.6%
BAYRY BAYER AG ADR SPONSORED 0.0%
Value ($000) $2 Shares 156 Est. Cost $15.19 Unrealized
ADDYY ADIDAS AG ADR SPONSORED 0.0%
Value ($000) $2 Shares 22 Est. Cost $78.45 Unrealized
DKILY DAIKIN INDUSTRIES ADR UNSPONSORED 0.0%
Value ($000) $2 Shares 104 Est. Cost $16.56 Unrealized
FNMA PASS-THRU I MBS FS0314 0.0%
Value ($000) $2 Shares 3 Est. Cost $791.33 Unrealized
NETFLIX INC NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $1060.60 Unrealized
FNMA PASS-THRU I MBS FM1409 0.0%
Value ($000) $2 Shares 7 Est. Cost $332.57 Unrealized
CHD CHURCH & DWIGHT COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $73.94 Unrealized +23.5%
PGX INVESCO EXCHANGE TRADED FUND T PFD ETF 0.0%
Value ($000) $2 Shares 183 Est. Cost $11.40 Unrealized
VOYA VOYA FINANCIAL INC COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $59.85 Unrealized +12.7%
CMSQY COMPUTERSHARE LTD ADR SPONSORED 0.0%
Value ($000) $2 Shares 131 Est. Cost $16.48 Unrealized
CERT CERTARA INC COM 0.0%
Value ($000) $2 Shares 113 Est. Cost $14.50 Unrealized +45.6%
EXP EAGLE MATERIALS INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $124.31 Unrealized +26.5%
SOUTHERN CALIFORNIA EDISON CO BOND M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $1058.00 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $151.30 Unrealized 0.0%
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value ($000) $2 Shares 32 Est. Cost $72.44 Unrealized -4.5%
KALU KAISER ALUMINUM CORP COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $70.19 Unrealized -15.8%
BHP BILLITON FINANCE (USA) LTD NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $995.00 Unrealized
LECO LINCOLN ELECTRIC HLDGS INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $140.26 Unrealized +24.2%
NDSN NORDSON CORP COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $218.91 Unrealized -1.5%
AMER INTL GRP INC NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $993.00 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $101.47 Unrealized -0.0%
HOME DEPOT INC NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $990.00 Unrealized
SOUTHWEST AIRLINES CO NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $1010.00 Unrealized
EQUIFAX INC NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $1016.00 Unrealized
CIT GROUP INC NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $1040.50 Unrealized
FIX COMFORT SYSTEMS USA COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $114.84 Unrealized +28.2%
TOTAL CAP INTL SA NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $990.75 Unrealized
LZAGY LONZA GROUP AG ADR UNSPONSORED 0.0%
Value ($000) $2 Shares 33 Est. Cost $53.67 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 236 Est. Cost $4.96 Unrealized +31.4%
FNMA PASS-THRU I MBS CA8234 0.0%
Value ($000) $2 Shares 3 Est. Cost $655.00 Unrealized
CHARTER COMMUNICATIONS OPERATI NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $994.50 Unrealized
BOEING CO NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $969.50 Unrealized
GLNCY GLENCORE PLC ADR UNSPONSORED 0.0%
Value ($000) $2 Shares 173 Est. Cost $13.23 Unrealized
FOX CORP NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $972.00 Unrealized
CAPITAL ONE FINANCIAL CORP DEP REP 1/40TH PFD SER I CLBL 0.0%
Value ($000) $2 Shares 100 Est. Cost $21.10 Unrealized
VERIZON COMMUNICATIONS NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $971.00 Unrealized
WYNDHAM DESTINATIONS INC NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $975.67 Unrealized
TORONTO-DOMINION BANK NOTE M/W CONV CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $969.50 Unrealized
GENERAL MOTORS FIN CO INC NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $977.00 Unrealized
FNMA PASS-THRU I MBS CA8645 0.0%
Value ($000) $2 Shares 4 Est. Cost $542.50 Unrealized
AECOM NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $982.00 Unrealized
PAYPAL HOLDINGS INC NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $967.00 Unrealized
ONEOK INC NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $965.00 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $2 Shares 27 Est. Cost $52.69 Unrealized +13.2%
AVALONBAY COMMUNITIES INC NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $972.00 Unrealized
RSHN RUSHNET INC COM 0.0%
Value ($000) $2 Shares 2,750,000 Est. Cost $0.00 Unrealized -69.3%
FNMA PASS-THRU I MBS FM6619 0.0%
Value ($000) $2 Shares 3 Est. Cost $704.00 Unrealized
ELEVANCE HEALTH INC NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $986.00 Unrealized
TOTAL CAP INTL SA NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $958.50 Unrealized
EQUINIX INC NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $962.50 Unrealized
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $91.09 Unrealized +15.6%
AQN ALGONQUIN POWER & UTILITIES CO COM 0.0%
Value ($000) $2 Shares 231 Est. Cost $7.49 Unrealized -0.7%
RELX CAPITAL INC NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $953.50 Unrealized
BP CAP MKTS AMER INC NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $958.00 Unrealized
FEDERAL HOME LOAN BANKS MBS SD7508 0.0%
Value ($000) $2 Shares 5 Est. Cost $412.00 Unrealized
OSCI OSCEOLA GOLD INC COM 0.0%
Value ($000) $2 Shares 50,000 Est. Cost $0.02 Unrealized +25.0%
BANK OF NOVA SCOTIA NOTE M/W CONV CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $951.00 Unrealized
ENTERGY LOUISIANA LLC BOND M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $942.50 Unrealized
JOHN DEERE CAPITAL CORP NOTE 0.0%
Value ($000) $2 Shares 2 Est. Cost $942.50 Unrealized
AMER INTL GRP INC NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $952.25 Unrealized
CROWN CASTLE INC NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $975.00 Unrealized
RYAAY RYANAIR HOLDINGS PLC ADR SPONSORED 0.0%
Value ($000) $2 Shares 17 Est. Cost $92.82 Unrealized
DIAMONDBACK ENERGY INC NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $950.50 Unrealized
PAYPAL HOLDINGS INC NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $937.00 Unrealized
FNMA PASS-THRU I MBS FM1492 0.0%
Value ($000) $2 Shares 6 Est. Cost $364.17 Unrealized
FNMA PASS-THRU I MBS CB4036 0.0%
Value ($000) $2 Shares 2 Est. Cost $980.50 Unrealized
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $2 Shares 2 Est. Cost $953.50 Unrealized
DUKE ENERGY CORP NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $945.00 Unrealized
FED HOME LOAN MTG CORP MBS ZS9776 0.0%
Value ($000) $2 Shares 8 Est. Cost $230.88 Unrealized
FNMA PASS-THRU I MBS FM3375 0.0%
Value ($000) $2 Shares 5 Est. Cost $410.20 Unrealized
AMERICAN WATER CAPITAL CORP NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $945.50 Unrealized
IONS IONIS PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 45 Est. Cost $42.06 Unrealized -8.6%
CAPITAL ONE FINANCIAL CORP NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $919.00 Unrealized
CHENIERE ENERGY PARTNERS LP NOTE CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $935.00 Unrealized
FED HOME LOAN MTG CORP MBS SD1818 0.0%
Value ($000) $2 Shares 2 Est. Cost $906.50 Unrealized
PHILLIPS 66 NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $910.50 Unrealized
DSP VIANT TECHNOLOGY INC COM CL A 0.0%
Value ($000) $2 Shares 390 Est. Cost $4.03 Unrealized +9.8%
FISERV INC NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $914.83 Unrealized
PACWEST BANCORP COM 0.0%
Value ($000) $2 Shares 220 Est. Cost $23.27 Unrealized
CVCO CAVCO INDUSTRIES COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $232.98 Unrealized +23.4%
FED NATIONAL MTG ASSN MBS BM5098 0.0%
Value ($000) $2 Shares 7 Est. Cost $275.43 Unrealized
BX BLACKSTONE INC COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $78.64 Unrealized +1.9%
AMERICAN TOWER CORP NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $879.50 Unrealized
RMD RESMED INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $213.48 Unrealized +1.8%
RBC RBC BEARINGS INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $228.45 Unrealized -5.1%
CGNX COGNEX CORP COM 0.0%
Value ($000) $2 Shares 31 Est. Cost $45.77 Unrealized +10.7%
ITRI ITRON INC COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $49.41 Unrealized +28.0%
PODD INSULET CORPORATION COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $275.80 Unrealized +10.1%
FERG1GBX FERGUSON PLC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $135.25 Unrealized
FSS FEDERAL SIGNAL CORP COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $45.02 Unrealized +20.9%
BTI BRITISH AMERICAN TOBACCO ADR SPONSORED 0.0%
Value ($000) $2 Shares 52 Est. Cost $38.56 Unrealized
FED NATIONAL MTG ASSN MBS BM3938 0.0%
Value ($000) $2 Shares 5 Est. Cost $380.80 Unrealized
FED NATIONAL MTG ASSN MBS MA4119 0.0%
Value ($000) $2 Shares 3 Est. Cost $608.33 Unrealized
BANK OF AMERICA CORPORATION NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $909.00 Unrealized
BAXTER INTERNATIONAL INC NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $874.50 Unrealized
SYIEY SYMRISE AG ADR UNSPONSORED 0.0%
Value ($000) $2 Shares 65 Est. Cost $28.38 Unrealized
FHLMC UMBS 15Y FIXED MBS RC1546 0.0%
Value ($000) $2 Shares 3 Est. Cost $563.33 Unrealized
HEI/A HEICO CORP COM CL A 0.0%
Value ($000) $2 Shares 12 Est. Cost $121.50 Unrealized +9.9%
SXYAY SIKA AG ADR SPONSORED 0.0%
Value ($000) $2 Shares 59 Est. Cost $28.02 Unrealized
NTTYY NIPPON TEL & TEL CORP ADR SPONSORED 0.0%
Value ($000) $2 Shares 57 Est. Cost $29.35 Unrealized
EQUINIX INC NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $854.00 Unrealized
FNMA PASS-THRU I MBS CA5701 0.0%
Value ($000) $2 Shares 3 Est. Cost $600.00 Unrealized
SONOCO PRODUCTS CO NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $855.00 Unrealized
FED NATIONAL MTG ASSN MBS MA2866 0.0%
Value ($000) $2 Shares 7 Est. Cost $258.71 Unrealized
ACGL ARCH CAPITAL GROUP COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $68.76 Unrealized 0.0%
FHLMC UMBS 30Y FIXED MBS RA3586 0.0%
Value ($000) $2 Shares 5 Est. Cost $345.20 Unrealized
KAT EXPLORATION INC COM 0.0%
Value ($000) $2 Shares 2,000,000 Est. Cost $0.00 Unrealized
FNMA PASS-THRU I MBS FS1605 0.0%
Value ($000) $2 Shares 2 Est. Cost $870.00 Unrealized
FHLMC SUPER 15Y FIXED MBS SB8505 0.0%
Value ($000) $2 Shares 3 Est. Cost $576.67 Unrealized
FSLY FASTLY INC COM CL A 0.0%
Value ($000) $2 Shares 100 Est. Cost $8.76 Unrealized +74.9%
FHLMC UMBS 30Y FIXED MBS RA4919 0.0%
Value ($000) $2 Shares 3 Est. Cost $555.00 Unrealized
SUNPOWER CORP COM 0.0%
Value ($000) $2 Shares 160 Est. Cost $16.56 Unrealized
PFGC PERFORMANCE FOOD GROUP CO COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $54.50 Unrealized +8.0%
DOCS DOXIMITY INC COM CL A 0.0%
Value ($000) $2 Shares 46 Est. Cost $32.04 Unrealized +3.9%
STIP ISHARES TRUST 0-5 YR TIPS ETF 0.0%
Value ($000) $2 Shares 16 Est. Cost $97.85 Unrealized
FNMA PASS-THRU I MBS FM3769 0.0%
Value ($000) $2 Shares 3 Est. Cost $567.67 Unrealized
ATKR ATKORE INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $100.95 Unrealized +25.3%
TTEC TTEC HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 46 Est. Cost $44.88 Unrealized -23.6%
AKZOY AKZO NOBEL NV ADR SPONSORED 0.0%
Value ($000) $2 Shares 57 Est. Cost $24.32 Unrealized
KDDIY KDDI CORPORATION ADR UNSPONSORED 0.0%
Value ($000) $2 Shares 98 Est. Cost $15.33 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $328.87 Unrealized +12.2%
NVS NOVARTIS AG ADR SPONSORED 0.0%
Value ($000) $2 Shares 15 Est. Cost $92.23 Unrealized
JP MORGAN CHASE & CO NOTE M/W CLBL 0.0%
Value ($000) $2 Shares 2 Est. Cost $790.50 Unrealized
FED NATIONAL MTG ASSN MBS BN6710 0.0%
Value ($000) $2 Shares 4 Est. Cost $401.59 Unrealized
MTCH MATCH GROUP INC COM 0.0%
Value ($000) $2 Shares 36 Est. Cost $44.17 Unrealized -19.1%
KUBTY KUBOTA CORP ADR SPONSORED 0.0%
Value ($000) $1 Shares 20 Est. Cost $73.45 Unrealized
FNMA PASS-THRU I MBS CA2580 0.0%
Value ($000) $1 Shares 4 Est. Cost $395.00 Unrealized
PLANET 13 HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 2,550 Est. Cost $0.94 Unrealized
FNMA PASS-THRU I MBS CA6738 0.0%
Value ($000) $1 Shares 3 Est. Cost $527.33 Unrealized
FRME FIRST MERCHANTS CORP COM 0.0%
Value ($000) $1 Shares 51 Est. Cost $37.12 Unrealized -31.2%
OABI OMNIAB INC COM 0.0%
Value ($000) $1 Shares 287 Est. Cost $5.33 Unrealized -23.9%
NEAR ISHARES US ETF TRUST BLACKROCK SH MATURITY BD ETF 0.0%
Value ($000) $1 Shares 29 Est. Cost $49.52 Unrealized
FNMA FED NATIONAL MTG ASSN COM 0.0%
Value ($000) $1 Shares 3,266 Est. Cost $0.46 Unrealized -3.2%
SUI SUN COMMUNITIES INC COM USD0.01 0.0%
Value ($000) $1 Shares 11 Est. Cost $146.27 Unrealized
WCN WASTE CONNECTIONS INC (CA) COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $133.29 Unrealized +3.0%
EWJ ISHARES INC MSCI JPN ETF NEW 0.0%
Value ($000) $1 Shares 23 Est. Cost $57.20 Unrealized
TTC TORO CO COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $105.94 Unrealized -3.2%
SLAB SILICON LABORATORIES COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $131.44 Unrealized +14.9%
NMRK NEWMARK GROUP INC COM CL A 0.0%
Value ($000) $1 Shares 228 Est. Cost $8.04 Unrealized -25.5%
SIEGY SIEMENS AG ADR SPONSORED 0.0%
Value ($000) $1 Shares 17 Est. Cost $76.39 Unrealized
FMCC FED HOME LOAN MTG CORP COM 0.0%
Value ($000) $1 Shares 3,250 Est. Cost $0.46 Unrealized -5.1%
MZTI LANCASTER COLONY CORP COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $190.01 Unrealized +6.7%
MSCI MSCI INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $448.89 Unrealized +5.4%
CYBERARK SOFTWARE LTD COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $124.22 Unrealized
FED NATIONAL MTG ASSN MBS BM4793 0.0%
Value ($000) $1 Shares 4 Est. Cost $377.50 Unrealized
FED HOME LOAN MTG CORP MBS ZS3665 0.0%
Value ($000) $1 Shares 20 Est. Cost $75.80 Unrealized
MONOY MONOTARO CO LTD ADR UNSPONSORED 0.0%
Value ($000) $1 Shares 108 Est. Cost $15.43 Unrealized
DHLGY DEUTSCHE POST AG ADR SPONSORED 0.0%
Value ($000) $1 Shares 28 Est. Cost $42.94 Unrealized
UOVEY UNITED OVERSEAS BANK LTD ADR SPONSORED 0.0%
Value ($000) $1 Shares 33 Est. Cost $44.31 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $1 Shares 137 Est. Cost $9.05 Unrealized -6.5%
JAZZ JAZZ PHARMACEUTICALS PLC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $143.28 Unrealized -6.1%
FED HOME LOAN MTG CORP MBS A93996 0.0%
Value ($000) $1 Shares 34 Est. Cost $42.53 Unrealized
E ENI SPA ADR SPONSORED 0.0%
Value ($000) $1 Shares 47 Est. Cost $31.23 Unrealized
IBN ICICI BANK LIMITED ADR SPONSORED 0.0%
Value ($000) $1 Shares 58 Est. Cost $21.40 Unrealized
PII POLARIS INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $104.18 Unrealized +6.1%
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $1 Shares 35 Est. Cost $26.28 Unrealized +5.4%
FNMA PASS-THRU I MBS FM8543 0.0%
Value ($000) $1 Shares 2 Est. Cost $713.00 Unrealized
AUDC AUDIOCODES COM 0.0%
Value ($000) $1 Shares 145 Est. Cost $17.00 Unrealized -48.3%
ROCK GIBRALTAR INDUSTRIES INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.99 Unrealized +12.7%
THE AARONS COMPANY INC COM 0.0%
Value ($000) $1 Shares 93 Est. Cost $13.66 Unrealized
PIPR PIPER SANDLER COMPANIES COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $130.65 Unrealized +1.1%
FJTSY FUJITSU ADR UNSPONSORED 0.0%
Value ($000) $1 Shares 50 Est. Cost $28.70 Unrealized
FHLMC UMBS 30Y FIXED MBS QB5711 0.0%
Value ($000) $1 Shares 2 Est. Cost $691.50 Unrealized
WDS WOODSIDE ENERGY GROUP LTD ADR SPONSORED 0.0%
Value ($000) $1 Shares 55 Est. Cost $24.13 Unrealized
TGOPY 3I GROUP ADR UNSPONSORED 0.0%
Value ($000) $1 Shares 99 Est. Cost $8.93 Unrealized
KOF COCA-COLA FEMSA S.A.B. DE C.V. ADR SPONSORED 0.0%
Value ($000) $1 Shares 15 Est. Cost $70.11 Unrealized
PINNACLE FINANCIAL PARTNERS COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $70.27 Unrealized
ITGR INTEGER HOLDINGS CORPORATION COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $65.36 Unrealized +25.2%
NBIX NEUROCRINE BIOSCIENCES INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $117.13 Unrealized -16.6%
EGP EASTGROUP PROPERTIES INC COM USD0.0001 0.0%
Value ($000) $1 Shares 7 Est. Cost $164.43 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $163.51 Unrealized -18.4%
ITT ITT INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $83.98 Unrealized 0.0%
MOH MOLINA HEALTHCARE INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $339.69 Unrealized -15.4%
MURGY MUNICH REINSURANCE ADR UNSPONSORED 0.0%
Value ($000) $1 Shares 32 Est. Cost $35.38 Unrealized
INTRA-CELLUAR THERAPIES INC COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $47.79 Unrealized
BFAM BRIGHT HORIZONS FAMILY SOLUTIO COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $75.74 Unrealized +11.6%
ARIS WTR SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 116 Est. Cost $15.42 Unrealized
ACHC ACADIA HEALTHCARE COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $82.44 Unrealized -12.3%
GMED GLOBUS MED INC COM CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $68.09 Unrealized -16.3%
AIQUY AIR LIQUIDE (L') ADR UNSPONSORED 0.0%
Value ($000) $1 Shares 33 Est. Cost $31.45 Unrealized
BCE BCE INC COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $35.41 Unrealized +6.7%
ZBRA ZEBRA TECHNOLOGIES COM CL A 0.0%
Value ($000) $1 Shares 4 Est. Cost $258.51 Unrealized +8.5%
FBCD FBC HOLDING INC COM 0.0%
Value ($000) $1 Shares 11,800,001 Est. Cost $0.00 Unrealized -23.8%
ARE ALEXANDRIA REAL ESTATE EQUITIE COM USD0.01 0.0%
Value ($000) $1 Shares 10 Est. Cost $103.33 Unrealized 0.0%
BCS BARCLAYS PLC ADR SPONSORED 0.0%
Value ($000) $1 Shares 149 Est. Cost $8.93 Unrealized
PACIFIC PREMIER BANCORP INC COM 0.0%
Value ($000) $1 Shares 56 Est. Cost $29.63 Unrealized
SHEL SHELL PLC ADR SPONSORED 0.0%
Value ($000) $1 Shares 19 Est. Cost $59.13 Unrealized
OGN ORGANON & CO COM 0.0%
Value ($000) $1 Shares 55 Est. Cost $21.97 Unrealized -13.1%
CAN CANAAN INC ADR 0.0%
Value ($000) $1 Shares 535 Est. Cost $2.82 Unrealized
FED HOME LOAN MTG CORP MBS Q03506 0.0%
Value ($000) $1 Shares 10 Est. Cost $121.70 Unrealized
HOLX HOLOGIC INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.21 Unrealized +14.8%
LIBERTY MEDIA CORP FORMULA ONE 1:1 EXC 8/4/23 531229755 0.0%
Value ($000) $1 Shares 15 Est. Cost $73.48 Unrealized
IDA IDACORP INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $103.61 Unrealized +3.7%
EPAM EPAM SYS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $340.00 Unrealized -25.9%
AZTA AZENTA INC COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $46.86 Unrealized -6.6%
EXPO EXPONENT INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $93.27 Unrealized -2.7%
ADC AGREE REALTY CORP COM USD0.0001 0.0%
Value ($000) $1 Shares 17 Est. Cost $74.18 Unrealized
FED NATIONAL MTG ASSN MBS FM7808 0.0%
Value ($000) $1 Shares 2 Est. Cost $605.00 Unrealized
SOBKY SOFTBANK CORP ADR UNSPONSORED 0.0%
Value ($000) $1 Shares 103 Est. Cost $11.44 Unrealized
FNMA PASS-THRU I MBS CA3278 0.0%
Value ($000) $1 Shares 5 Est. Cost $240.80 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $52.28 Unrealized -17.6%
SJNK SPDR SPDR BLOOMBERG SHORT TERM H 0.0%
Value ($000) $1 Shares 44 Est. Cost $24.87 Unrealized
FNMA PASS-THRU I MBS FM4735 0.0%
Value ($000) $1 Shares 2 Est. Cost $580.00 Unrealized
TKOMY TOKIO MARINE HOLDINGS INC ADR SPONSORED 0.0%
Value ($000) $1 Shares 47 Est. Cost $20.90 Unrealized
FNMA PASS-THRU I MBS FM7136 0.0%
Value ($000) $1 Shares 2 Est. Cost $581.00 Unrealized
CMCO COLUMBUS MCKINNON CORPORATION COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $28.52 Unrealized +25.6%
KMTUY KOMATSU ADR SPONSORED 0.0%
Value ($000) $1 Shares 39 Est. Cost $27.08 Unrealized
MTDR MATADOR RESOURCES COMPANY COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $48.31 Unrealized 0.0%
DNBBY DNB BANK ASA ADR SPONSORED 0.0%
Value ($000) $1 Shares 55 Est. Cost $18.52 Unrealized
GH GUARDANT HEALTH INC COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $45.76 Unrealized -37.2%
SNDR SCHNEIDER NATIONAL INC COM CL B 0.0%
Value ($000) $1 Shares 36 Est. Cost $24.56 Unrealized +8.4%
FEDERAL HOME LOAN BANKS MBS SD7502 0.0%
Value ($000) $1 Shares 4 Est. Cost $278.50 Unrealized
MORGAN STANLEY NOTE M/W CLBL 0.0%
Value ($000) $1 Shares 1 Est. Cost $1056.00 Unrealized
DORM DORMAN PRODUCTS IN COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $84.92 Unrealized -0.8%
PWCDF POWER CORP OF CANADA COM 0.0%
Value ($000) $1 Shares 38 Est. Cost $20.71 Unrealized +12.7%
RIO RIO TINTO ADR SPONSORED 0.0%
Value ($000) $1 Shares 16 Est. Cost $77.32 Unrealized
WTFC WINTRUST FINANCIAL CORP COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $68.19 Unrealized 0.0%
FNMA PASS-THRU I MBS FM4324 0.0%
Value ($000) $1 Shares 2 Est. Cost $541.00 Unrealized
Z ZILLOW GROUP INC COM CL C 0.0%
Value ($000) $1 Shares 20 Est. Cost $33.13 Unrealized +38.8%
VEOEY VEOLIA ENVIRONNEMENT ADR SPONSORED 0.0%
Value ($000) $1 Shares 63 Est. Cost $28.84 Unrealized
ENTERPRISE PRODUCTS OPER L P NOTE M/W CLBL 0.0%
Value ($000) $1 Shares 1 Est. Cost $998.00 Unrealized
WELLS FARGO & COMPANY NOTE M/W CLBL 0.0%
Value ($000) $1 Shares 1 Est. Cost $989.50 Unrealized
SANTANDER UK PLC NOTE M/W CONV CLBL 0.0%
Value ($000) $1 Shares 1 Est. Cost $991.00 Unrealized
EL PASO PIPELINE PARTNERS OPE NOTE M/W CLBL 0.0%
Value ($000) $1 Shares 1 Est. Cost $992.80 Unrealized
MBGYY MERCEDES BENZ GROUP AG ADR UNSPONSORED 0.0%
Value ($000) $1 Shares 49 Est. Cost $20.08 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $31.85 Unrealized +0.7%
MGY MAGNOLIA OIL & GAS CORPORATION COM CL A 0.0%
Value ($000) $1 Shares 47 Est. Cost $24.38 Unrealized -15.2%
WELLS FARGO & COMPANY NOTE M/W CLBL 0.0%
Value ($000) $1 Shares 1 Est. Cost $977.00 Unrealized
FED HOME LOAN MTG CORP MBS G67713 0.0%
Value ($000) $1 Shares 4 Est. Cost $244.25 Unrealized
FED NATIONAL MTG ASSN MBS BM3788 0.0%
Value ($000) $1 Shares 3 Est. Cost $323.00 Unrealized
DJT DIGITAL WORLD ACQUISITION CORP COM 0.0%
Value ($000) $1 Shares 77 Est. Cost $19.53 Unrealized -32.9%
US BANCORP NOTE M/W CLBL 0.0%
Value ($000) $1 Shares 1 Est. Cost $970.00 Unrealized
CODYY COMPAGNIE DE ST-GOBAIN ADR UNSPONSORED 0.0%
Value ($000) $1 Shares 79 Est. Cost $11.52 Unrealized
MCDONALD'S CORPORATION NOTE M/W CLBL 0.0%
Value ($000) $1 Shares 1 Est. Cost $976.00 Unrealized
CLX CLOROX CO COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $127.85 Unrealized +15.4%
ELEVANCE HEALTH INC NOTE M/W CLBL 0.0%
Value ($000) $1 Shares 1 Est. Cost $956.67 Unrealized
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $159.68 Unrealized +7.5%
BANK OF NEW YORK MELLON CORP NOTE M/W CLBL 0.0%
Value ($000) $1 Shares 1 Est. Cost $958.00 Unrealized
FNMA PASS-THRU I MBS FS3686 0.0%
Value ($000) $1 Shares 1 Est. Cost $938.00 Unrealized
HALO HALOZYME THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $48.57 Unrealized -29.8%
JPEX JPX GLOBAL INC COM 0.0%
Value ($000) $1 Shares 1,563,127 Est. Cost $0.00 Unrealized -61.9%
SMURFIT KAPPA GROUP PLC ADR UNSPONSORED 0.0%
Value ($000) $1 Shares 28 Est. Cost $42.11 Unrealized
TTNDY TECHTRONIC INDUSTRIES CO ADR SPONSORED 0.0%
Value ($000) $1 Shares 17 Est. Cost $62.76 Unrealized
FNMA PASS-THRU I MBS FM2789 0.0%
Value ($000) $1 Shares 4 Est. Cost $247.50 Unrealized
NEOG NEOGEN CORP COM 0.0%
Value ($000) $1 Shares 42 Est. Cost $14.24 Unrealized +26.9%
FNMA PASS-THRU I MBS CA4721 0.0%
Value ($000) $1 Shares 3 Est. Cost $334.33 Unrealized
NWG NATWEST GROUP PLC ADR SPONSORED 0.0%
Value ($000) $1 Shares 148 Est. Cost $7.35 Unrealized
CCEP COCA-COLA EUROPACIFIC PART PLC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $58.67 Unrealized 0.0%
SFIO STARFLEET INNOTECH INC COM 0.0%
Value ($000) $1 Shares 150,000 Est. Cost $0.01 Unrealized -33.4%
GOLDMAN SACHS GROUP INC NOTE M/W CLBL 0.0%
Value ($000) $1 Shares 1 Est. Cost $892.00 Unrealized
POR PORTLAND GENERAL ELECTRIC CO COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $40.14 Unrealized +8.9%
NNGRY NN GROUP N.V. ADR UNSPONSORED 0.0%
Value ($000) $1 Shares 48 Est. Cost $20.93 Unrealized
SCYX SCYNEXIS INC COM 0.0%
Value ($000) $1 Shares 300 Est. Cost $2.21 Unrealized +32.1%
EMERSON ELECTRIC CO NOTE M/W CLBL 0.0%
Value ($000) $1 Shares 1 Est. Cost $884.00 Unrealized
ICOA ICOA INC COM 0.0%
Value ($000) $1 Shares 1,100,000 Est. Cost $0.00 Unrealized +5.3%
SPTI SPDR SERIES TRUST PORTFLI INTRMDIT ETF 0.0%
Value ($000) $1 Shares 31 Est. Cost $28.29 Unrealized
IEP ICAHN ENTERPRISES LP DEP UNITS NPV 0.0%
Value ($000) $1 Shares 30 Est. Cost $29.03 Unrealized
PHYSICIANS REALTY TRUST COM USD0.01 0.0%
Value ($000) $1 Shares 62 Est. Cost $15.00 Unrealized
IEX IDEX CORP COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $202.74 Unrealized 0.0%
RGEN REPLIGEN CORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $181.39 Unrealized -11.6%
DANOY DANONE ADR SPONSORED 0.0%
Value ($000) $1 Shares 69 Est. Cost $10.97 Unrealized
GTES GATES INDUSTRIAL CORP PLC COM 0.0%
Value ($000) $1 Shares 62 Est. Cost $11.02 Unrealized +17.6%
SKHHY SONIC HEALTHCARE ADR SPONSORED 0.0%
Value ($000) $1 Shares 35 Est. Cost $22.09 Unrealized
AUB ATLANTIC UNION BANKSHARES CORP COM 0.0%
Value ($000) $1 Shares 32 Est. Cost $29.97 Unrealized -16.1%
FNMA PASS-THRU I MBS FM3371 0.0%
Value ($000) $1 Shares 2 Est. Cost $448.50 Unrealized
VCEL VERICEL CORP COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $23.81 Unrealized +38.1%
FNMA PASS-THRU I MBS FS2050 0.0%
Value ($000) $1 Shares 1 Est. Cost $880.58 Unrealized
FNMA PASS-THRU I MBS FM3247 0.0%
Value ($000) $1 Shares 2 Est. Cost $435.50 Unrealized
ATR APTARGROUP INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $98.45 Unrealized +14.9%
CCSI CONSENSUS CLOUD SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $54.49 Unrealized -35.4%
12 RETECH CORPORATION COM 0.0%
Value ($000) $1 Shares 8,050,000 Est. Cost $0.00 Unrealized
TM TOYOTA MOTOR CORP ADR UNSPONSORED 0.0%
Value ($000) $1 Shares 5 Est. Cost $144.19 Unrealized
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.41 Unrealized -6.1%
THRM GENTHERM INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $64.60 Unrealized -10.8%
FNMA PASS-THRU I MBS FM6355 0.0%
Value ($000) $1 Shares 2 Est. Cost $428.50 Unrealized
IVR INVESCO MORTGAGE CAPITAL INC COM USD0.01(POST REV SPLIT) 0.0%
Value ($000) $1 Shares 69 Est. Cost $13.87 Unrealized
FNMA PASS-THRU I MBS FM2893 0.0%
Value ($000) $1 Shares 2 Est. Cost $428.50 Unrealized
MTSI MACOM TECH SOLUTIONS HLDGS COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $60.58 Unrealized 0.0%
MKTX MARKETAXESS HLDGS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $246.25 Unrealized +16.4%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $1 Shares 47 Est. Cost $29.44 Unrealized -52.5%
EASTERLY GOVERNMENT PROP INC COM USD0.01 0.0%
Value ($000) $1 Shares 54 Est. Cost $15.56 Unrealized
FNMA PASS-THRU I MBS FS1677 0.0%
Value ($000) $1 Shares 1 Est. Cost $857.00 Unrealized
FNMA PASS-THRU I MBS FS0227 0.0%
Value ($000) $1 Shares 1 Est. Cost $840.00 Unrealized
FNMA PASS-THRU I MBS CB2899 0.0%
Value ($000) $1 Shares 1 Est. Cost $817.00 Unrealized
VLVLY VOLVO (AB) ADR SPONSORED 0.0%
Value ($000) $1 Shares 37 Est. Cost $19.22 Unrealized
OVV OVINTIV INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $52.26 Unrealized -30.8%
RECKITT BENCKISER GROUP PLC ADR 0.0%
Value ($000) $1 Shares 50 Est. Cost $14.76 Unrealized
FNMA PASS-THRU I MBS FM2550 0.0%
Value ($000) $1 Shares 2 Est. Cost $419.00 Unrealized
PCY INVESCO EXCHANGE TRADED FUND T EMRNG MKT SVRG ETF 0.0%
Value ($000) $1 Shares 38 Est. Cost $19.50 Unrealized
PHG KONINKLIJKE PHILIPS NV ADR SPONSORED 0.0%
Value ($000) $1 Shares 34 Est. Cost $16.28 Unrealized
ENLAY ENEL SPA ADR SPONSORED 0.0%
Value ($000) $1 Shares 110 Est. Cost $6.07 Unrealized
NSA NATIONAL STORAGE AFFILIATES TR USD0.01(BEN OF INT) 0.0%
Value ($000) $1 Shares 21 Est. Cost $36.84 Unrealized
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $1 Shares 55 Est. Cost $13.93 Unrealized -8.8%
MGK VANGUARD MEGA GRWTH IND ETF 0.0%
Value ($000) $1 Shares 3 Est. Cost $235.33 Unrealized
OSCR OSCAR HEALTH INC COM CL A 0.0%
Value ($000) $1 Shares 86 Est. Cost $3.13 Unrealized +135.9%
ATAI LIFE SCIENCES COM 0.0%
Value ($000) $1 Shares 400 Est. Cost $1.95 Unrealized
SFTBY SOFTBANK GROUP CORP ADR UNSPONSORED 0.0%
Value ($000) $1 Shares 29 Est. Cost $22.86 Unrealized
RPD RAPID7 INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $35.75 Unrealized +29.7%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $40.21 Unrealized +8.8%
WORLD WRESTLING ENTERTAINMENT COM CL A 0.0%
Value ($000) $1 Shares 6 Est. Cost $108.50 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $57.36 Unrealized +38.5%
WRBY WARBY PARKER INC COM CL A 0.0%
Value ($000) $1 Shares 55 Est. Cost $15.29 Unrealized -25.5%
CLPHY CLP HOLDINGS LTD ADR SPONSORED 0.0%
Value ($000) $1 Shares 82 Est. Cost $7.45 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $52.25 Unrealized +16.3%
SVNDY SEVEN & I HOLDINGS CO LTD ADR UNSPONSORED 0.0%
Value ($000) $1 Shares 29 Est. Cost $23.45 Unrealized
SVNLY SVENSKA HANDELSBANKEN AB ADR UNSPONSORED 0.0%
Value ($000) $1 Shares 147 Est. Cost $5.19 Unrealized
NGG NATIONAL GRID ADR SPONSORED 0.0%
Value ($000) $1 Shares 9 Est. Cost $64.33 Unrealized
COSM COSMOS HEALTH INC COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $1.44 Unrealized +128.3%
WXXWY WUXI BIOLOGICS (CAYMAN) INC ADR UNSPONSORED 0.0%
Value ($000) $1 Shares 62 Est. Cost $18.03 Unrealized
UPMMY UPM-KYMMENE CORP ADR UNSPONSORED 0.0%
Value ($000) $1 Shares 20 Est. Cost $35.95 Unrealized
ASHFORD HOSPITALITY TRUST INC COM USD0.01(POST REV SPLIT) 0.0%
Value ($000) $1 Shares 159 Est. Cost $5.74 Unrealized
RIOT RIOT PLATFORMS INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $5.16 Unrealized +117.0%
OXY/WS OCCIDENTAL PETROLEUM CORP WARRANT 0.0%
Value ($000) $1 Shares 15 Est. Cost $44.00 Unrealized
VTV THERAPEUTICS INC COM CL A 0.0%
Value ($000) $1 Shares 750 Est. Cost $0.99 Unrealized
INN SUMMIT HOTEL PROPERTIES INC COM USD0.01 0.0%
Value ($000) $1 Shares 84 Est. Cost $7.56 Unrealized
FNMA PASS-THRU I MBS FM1986 0.0%
Value ($000) $1 Shares 2 Est. Cost $289.00 Unrealized
BROS DUTCH BROS INC COM CL A 0.0%
Value ($000) $1 Shares 19 Est. Cost $29.66 Unrealized 0.0%
KELLOGG COMPANY COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $60.91 Unrealized -4.3%
MJWL MAJIC WHEELS CORPORATION COM 0.0%
Value ($000) $1 Shares 445,000 Est. Cost $0.01 Unrealized -72.6%
MGDDY MICHELIN (CIE GLE DES ETABL) ADR UNSPONSORED 0.0%
Value ($000) $1 Shares 36 Est. Cost $15.64 Unrealized
GBCI GLACIER BANCORP COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $48.54 Unrealized -38.0%
ASX ASE TECHNOLOGY HOLDING CO LTD ADR SPONSORED 0.0%
Value ($000) $1 Shares 68 Est. Cost $7.01 Unrealized
BILI BILIBILI INC ADR SPONSORED 0.0%
Value ($000) $1 Shares 35 Est. Cost $24.66 Unrealized
BZWR BUSINESS WARRIOR CORP COM 0.0%
Value ($000) $1 Shares 116,581 Est. Cost $0.01 Unrealized -52.7%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $50.89 Unrealized +15.9%
FED NATIONAL MTG ASSN MBS AS8683 0.0%
Value ($000) $1 Shares 2 Est. Cost $278.50 Unrealized
CVNA CARVANA CO COM CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $10.56 Unrealized +31.3%
CRI CARTERS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $62.05 Unrealized -3.7%
SM SM ENERGY COMPANY COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $38.51 Unrealized -31.4%
VGLS VG LIFE SCIENCES INC COM 0.0%
Value ($000) $1 Shares 5,000,000 Est. Cost $0.00 Unrealized -25.0%
BP BP ADR SPONSORED 0.0%
Value ($000) $0 Shares 14 Est. Cost $35.57 Unrealized
NSPT NEWRON SPORT COM 0.0%
Value ($000) $0 Shares 2,450,000 Est. Cost $0.00 Unrealized -70.7%
PENN PENN ENTERTAINMENT INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $32.44 Unrealized -17.9%
TS TENARIS S.A. ADR SPONSORED 0.0%
Value ($000) $0 Shares 16 Est. Cost $35.56 Unrealized
CGNT COGNYTE SOFTWARE LTD COM 0.0%
Value ($000) $0 Shares 78 Est. Cost $2.94 Unrealized +58.4%
WNFT WORLDWIDE NFT INC COM 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $0.04 Unrealized -56.5%
BEEM BEAM GLOBAL COM 0.0%
Value ($000) $0 Shares 45 Est. Cost $14.97 Unrealized -26.9%
DNUT KRISPY KREME INC COM 0.0%
Value ($000) $0 Shares 31 Est. Cost $13.16 Unrealized +10.6%
OWUV ONE WORLD UNIVERSE INC COM 0.0%
Value ($000) $0 Shares 33,300 Est. Cost $0.04 Unrealized -71.1%
CURLF CURALEAF HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 144 Est. Cost $5.58 Unrealized -51.1%
JTBK JETBLACK CORP COM 0.0%
Value ($000) $0 Shares 150,000 Est. Cost $0.00 Unrealized -27.4%
NNDM NANO DIMENSION LTD ADR SPONSORED 0.0%
Value ($000) $0 Shares 150 Est. Cost $2.35 Unrealized
PUMP PROPETRO HOLDING CORP COM 0.0%
Value ($000) $0 Shares 52 Est. Cost $10.53 Unrealized -30.3%
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $150.07 Unrealized -35.2%
UNILEVER PLC ADR SPONSORED 0.0%
Value ($000) $0 Shares 8 Est. Cost $50.38 Unrealized
INOVIO PHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 900 Est. Cost $1.68 Unrealized
CBT CABOT CORP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $67.38 Unrealized 0.0%
GTOR GGTOOR INC COM 0.0%
Value ($000) $0 Shares 80,000 Est. Cost $0.01 Unrealized -47.8%
TIMBER PHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 159 Est. Cost $1.96 Unrealized
AVNS AVANOS MEDICAL INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $24.45 Unrealized +7.7%
RVVTF REVIVE THERAPEUTICS LTD COM 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.15 Unrealized -68.7%
KYOCY KYOCERA CORP ADR SPONSORED 0.0%
Value ($000) $0 Shares 7 Est. Cost $50.43 Unrealized
NVAX NOVAVAX INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $17.65 Unrealized -55.4%
GVSI GOOD VIBRATIONS SHOES INC COM 0.0%
Value ($000) $0 Shares 35,000 Est. Cost $0.01 Unrealized -24.2%
RLFTF RELIEF THERAPEUTICS HOLDING AG COM 0.0%
Value ($000) $0 Shares 117 Est. Cost $6.07 Unrealized 0.0%
FUBO FUBOTV INC COM 0.0%
Value ($000) $0 Shares 175 Est. Cost $3.05 Unrealized -47.7%
OREAF OREA MINING CORP COM 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $0.06 Unrealized +10.1%
NXOPF NEXOPTIC TECHNOLOGY CORP COM 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.07 Unrealized -37.2%
HOCPY HOYA CORP ADR SPONSORED 0.0%
Value ($000) $0 Shares 3 Est. Cost $105.08 Unrealized
TONR TONNER ONE WORLD HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 1,750,000 Est. Cost $0.00 Unrealized -72.4%
23ANDME HLDG CO COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $2.35 Unrealized
TSNDF TERRASCEND CORP COM 0.0%
Value ($000) $0 Shares 191 Est. Cost $1.60 Unrealized +1.4%
FNMA PASS-THRU I MBS FM3946 0.0%
Value ($000) $0 Shares 1 Est. Cost $373.00 Unrealized
OZOP ENERGY SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 44,000 Est. Cost $0.01 Unrealized
QIAGEN NV COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $50.29 Unrealized
KFRC KFORCE.COM INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $60.23 Unrealized 0.0%
SMCAY SMC CORP ADR SPONSORED 0.0%
Value ($000) $0 Shares 11 Est. Cost $23.91 Unrealized
TGHI TOUCHPOINT GROUP HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 3,000,000 Est. Cost $0.00 Unrealized -46.3%
COLUMBIA CARE INC COM 0.0%
Value ($000) $0 Shares 687 Est. Cost $0.74 Unrealized
VISL VISLINK TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 52 Est. Cost $5.88 Unrealized 0.0%
GUARDION HEALTH SCIENCES INC COM 0.0%
Value ($000) $0 Shares 37 Est. Cost $7.02 Unrealized
BRITVIC ADR SPONSORED 0.0%
Value ($000) $0 Shares 13 Est. Cost $19.02 Unrealized
GGII GREEN GLOBE INTERNATIONAL INC COM 0.0%
Value ($000) $0 Shares 210,000 Est. Cost $0.00 Unrealized -26.5%
VOD VODAFONE GROUP ADR SPONSORED 0.0%
Value ($000) $0 Shares 30 Est. Cost $11.23 Unrealized
BIOMERICA INC COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $3.00 Unrealized
OCCI OFS CREDIT COMPANY INC COM 0.0%
Value ($000) $0 Shares 32 Est. Cost $8.31 Unrealized
CRLBF CRESCO LABS INC COM 0.0%
Value ($000) $0 Shares 177 Est. Cost $3.01 Unrealized -47.4%
SAN BANCO SANTANDER SA ADR SPONSORED 0.0%
Value ($000) $0 Shares 68 Est. Cost $3.29 Unrealized
IMTL IMAGE PROTECT INC COM 0.0%
Value ($000) $0 Shares 2,475,520 Est. Cost $0.00 Unrealized -66.0%
LYG LLOYDS BANKING GROUP ADR SPONSORED 0.0%
Value ($000) $0 Shares 110 Est. Cost $2.20 Unrealized
SCILEX HOLDING COMPANY COM 0.0%
Value ($000) $0 Shares 42 Est. Cost $5.57 Unrealized
FVRR FIVERR INTERNATIONAL LTD COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $31.41 Unrealized -4.1%
SPHERE 3D CORP NEW COM 0.0%
Value ($000) $0 Shares 114 Est. Cost $1.94 Unrealized
SURFACE ONCOLOGY INC COM 0.0%
Value ($000) $0 Shares 250 Est. Cost $1.02 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $163.57 Unrealized +27.0%
CLNV CLEAN VISION CORP COM 0.0%
Value ($000) $0 Shares 5,250 Est. Cost $0.04 Unrealized 0.0%
INQR INNOVAQOR INC COM 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $0.01 Unrealized -26.1%
SLVM SYLVAMO CORPORATION COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $43.62 Unrealized -9.1%
RESHAPE LIFESCIENCES INC COM 0.0%
Value ($000) $0 Shares 135 Est. Cost $2.96 Unrealized
SNRY SOLAR ENERGY INITIATIVES INC COM 0.0%
Value ($000) $0 Shares 150,000 Est. Cost $0.00 Unrealized -15.0%
CONTEXTLOGIC INC COM CL A 0.0%
Value ($000) $0 Shares 29 Est. Cost $6.59 Unrealized
XYIGY XINYI GLASS HLDGS ADR UNSPONSORED 0.0%
Value ($000) $0 Shares 6 Est. Cost $42.65 Unrealized
ESPR ESPERION THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 123 Est. Cost $7.15 Unrealized -80.5%
PUGE PUGET TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 850,000 Est. Cost $0.00 Unrealized +12.0%
TSPH TUSIMPLE HLDGS INC COM CL A 0.0%
Value ($000) $0 Shares 100 Est. Cost $1.93 Unrealized
JMIA JUMIA TECHNOLOGIES AG ADR SPONSORED 0.0%
Value ($000) $0 Shares 47 Est. Cost $3.74 Unrealized
TILRAY BRANDS INC COM 0.0%
Value ($000) $0 Shares 98 Est. Cost $2.74 Unrealized
AAPT ALL AMERICAN PET COMPANY INC COM 0.0%
Value ($000) $0 Shares 1,520,000 Est. Cost $0.00 Unrealized -60.3%
TSCDY TESCO ADR SPONSORED 0.0%
Value ($000) $0 Shares 16 Est. Cost $9.25 Unrealized
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $19.32 Unrealized +19.0%
JBLU JETBLUE AIRWAYS CORPORATION COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $7.31 Unrealized -0.5%
BROOKFIELD INFRASTRUCTURE CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $43.33 Unrealized
LIBERTY MEDIA CORP FORMULA ONE 1:1 EXC 8/4/23 531229771 0.0%
Value ($000) $0 Shares 2 Est. Cost $59.00 Unrealized
AECX CURRENTC POWER CORPORATION COM 0.0%
Value ($000) $0 Shares 1,086 Est. Cost $0.14 Unrealized -11.7%
AULT ALLIANCE INC COM COM 0.0%
Value ($000) $0 Shares 26 Est. Cost $5.15 Unrealized
WWR WESTWATER RESOURCES INC COM 0.0%
Value ($000) $0 Shares 150 Est. Cost $1.06 Unrealized -16.5%
BIRD GLOBAL INC COM CL A 0.0%
Value ($000) $0 Shares 60 Est. Cost $2.02 Unrealized
WAB WABTEC CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $93.96 Unrealized +4.2%
AMC ENTERTAINMENT HOLDINGS INC COM CL A 0.0%
Value ($000) $0 Shares 25 Est. Cost $5.52 Unrealized
FG F&G ANNUITIES & LIFE INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $18.85 Unrealized -2.7%
GME GAMESTOP CORPORATION COM CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $24.53 Unrealized -8.5%
AERS AERIUS COM 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $0.00 Unrealized -42.8%
BIG 5 SPORTING GOODS CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $10.05 Unrealized
WGS GENEDX HOLDINGS CORP COM CL A 0.0%
Value ($000) $0 Shares 16 Est. Cost $7.91 Unrealized 0.0%
CORE SCIENTIFIC INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.10 Unrealized
STRONGHOLD DIGITAL MNG INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $4.20 Unrealized
PLTR PALANTIR TECH INC COM CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $7.58 Unrealized +49.9%
SHIFT TECHNOLOGIES INC COM CL A 0.0%
Value ($000) $0 Shares 35 Est. Cost $2.17 Unrealized
VACCINEX INC COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.61 Unrealized
MATV MATIV HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $18.83 Unrealized -15.3%
BB BLACKBERRY LTD COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $4.44 Unrealized +9.1%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $4.55 Unrealized
ASTS AST SPACEMOBILE INC COM CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $6.03 Unrealized -14.1%
AMC ENTERTAINMENT HOLDINGS INC PFD EQT UNIT DEP REP 1/100 0.0%
Value ($000) $0 Shares 25 Est. Cost $1.60 Unrealized
ONCONOVA THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 33 Est. Cost $0.88 Unrealized
MULLEN AUTOMOTIVE INC COM 0.0%
Value ($000) $0 Shares 340 Est. Cost $0.11 Unrealized
BRIGHT HEALTH GROUP INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $12.33 Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $18.13 Unrealized -4.8%
ONL ORION OFFICE REIT INC COM USD0.01 0.0%
Value ($000) $0 Shares 5 Est. Cost $8.04 Unrealized
AGILE THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $3.00 Unrealized
IKTO ITOKK INC COM 0.0%
Value ($000) $0 Shares 300,000 Est. Cost $0.00 Unrealized -65.2%
KD KYNDRYL HLDGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $10.06 Unrealized +34.5%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $6.15 Unrealized -64.2%
FIRST WAVE BIOPHARMA INC COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $4.64 Unrealized
VXIT VIREXIT TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 35,000 Est. Cost $0.00 Unrealized -72.2%
AYRWF AYR WELLNESS INC COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $2.91 Unrealized -71.2%
FRCB FIRST REPUBLIC BANK SAN FRANCI COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $121.72 Unrealized -96.7%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $7.03 Unrealized +14.2%
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $1.00 Unrealized