Platform Technology Partners Diversified Active

CIK: 0001830817 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 24, 2022

Total Value ($000): $175,489 (100.0% shares, 0.0% debt)

Holdings (194)

AAPL APPLE INC 9.9%
Value ($000) $17,366 Shares 125,655 Est. Cost $98.97 Unrealized +55.9%
MSFT MICROSOFT CORP 5.1%
Value ($000) $9,002 Shares 38,651 Est. Cost $158.87 Unrealized +61.7%
AMZN AMAZON COM INC 3.1%
Value ($000) $5,491 Shares 48,591 Est. Cost $124.53 Unrealized +1.5%
SCHD SCHWAB STRATEGIC TR 3.1%
Value ($000) $5,361 Shares 80,698 Est. Cost $65.45 Unrealized
BIV VANGUARD BD INDEX FDS 2.0%
Value ($000) $3,434 Shares 46,735 Est. Cost $77.27 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.8%
Value ($000) $3,232 Shares 12,105 Est. Cost $217.40 Unrealized +30.9%
APO APOLLO GLOBAL MGMT INC 1.8%
Value ($000) $3,108 Shares 66,843 Est. Cost $60.91 Unrealized -15.2%
SPY SPDR S&P 500 ETF TR 1.7%
Value ($000) $2,955 Shares 8,272 Est. Cost $327.48 Unrealized
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $2,898 Shares 17,742 Est. Cost $119.15 Unrealized +28.3%
PFE PFIZER INC 1.6%
Value ($000) $2,812 Shares 64,251 Est. Cost $27.14 Unrealized +48.9%
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $2,680 Shares 25,641 Est. Cost $106.98 Unrealized -1.3%
FPEI FIRST TR EXCH TRADED FD III 1.5%
Value ($000) $2,672 Shares 155,824 Est. Cost $17.64 Unrealized
FMHI FIRST TR EXCH TRADED FD III 1.4%
Value ($000) $2,393 Shares 52,709 Est. Cost $50.05 Unrealized
GOOG ALPHABET INC 1.3%
Value ($000) $2,288 Shares 23,794 Est. Cost $108.78 Unrealized +1.9%
PEP PEPSICO INC 1.3%
Value ($000) $2,202 Shares 13,488 Est. Cost $116.70 Unrealized +32.3%
MGK VANGUARD WORLD FD 1.1%
Value ($000) $2,018 Shares 11,577 Est. Cost $187.61 Unrealized
VYM VANGUARD WHITEHALL FDS 1.1%
Value ($000) $1,991 Shares 20,983 Est. Cost $74.46 Unrealized
VOO VANGUARD INDEX FDS 1.1%
Value ($000) $1,953 Shares 5,948 Est. Cost $317.01 Unrealized
META META PLATFORMS INC 1.1%
Value ($000) $1,918 Shares 14,134 Est. Cost $198.36 Unrealized -18.9%
UNP UNION PAC CORP 1.1%
Value ($000) $1,905 Shares 9,776 Est. Cost $151.19 Unrealized +35.1%
GOOGL ALPHABET INC 1.0%
Value ($000) $1,829 Shares 19,120 Est. Cost $109.03 Unrealized +0.9%
BMY BRISTOL-MYERS SQUIBB CO 1.0%
Value ($000) $1,786 Shares 25,125 Est. Cost $45.92 Unrealized +35.7%
MCD MCDONALDS CORP 1.0%
Value ($000) $1,738 Shares 7,532 Est. Cost $175.04 Unrealized +35.0%
V VISA INC 1.0%
Value ($000) $1,726 Shares 9,717 Est. Cost $194.55 Unrealized +1.9%
DRVN DRIVEN BRANDS HLDGS INC 1.0%
Value ($000) $1,679 Shares 60,000 Est. Cost $29.66 Unrealized +3.8%
IVV ISHARES TR 1.0%
Value ($000) $1,672 Shares 4,661 Est. Cost $376.55 Unrealized
CVX CHEVRON CORP NEW 0.9%
Value ($000) $1,619 Shares 11,270 Est. Cost $78.72 Unrealized +68.7%
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $1,618 Shares 3,203 Est. Cost $261.25 Unrealized +89.5%
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $1,613 Shares 12,774 Est. Cost $109.88 Unrealized +18.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.9%
Value ($000) $1,613 Shares 19,708 Est. Cost $62.08 Unrealized +35.1%
HD HOME DEPOT INC 0.9%
Value ($000) $1,538 Shares 5,573 Est. Cost $217.40 Unrealized +24.5%
BX BLACKSTONE INC 0.8%
Value ($000) $1,442 Shares 17,226 Est. Cost $64.40 Unrealized +35.5%
COST COSTCO WHSL CORP NEW 0.8%
Value ($000) $1,422 Shares 3,010 Est. Cost $314.86 Unrealized +58.2%
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $1,352 Shares 4,753 Est. Cost $287.67 Unrealized +13.0%
CB CHUBB LIMITED 0.8%
Value ($000) $1,345 Shares 7,397 Est. Cost $142.62 Unrealized +27.4%
ABBV ABBVIE INC 0.7%
Value ($000) $1,316 Shares 9,806 Est. Cost $72.18 Unrealized +76.1%
ABT ABBOTT LABS 0.7%
Value ($000) $1,287 Shares 13,301 Est. Cost $79.78 Unrealized +25.4%
GS GOLDMAN SACHS GROUP INC 0.7%
Value ($000) $1,228 Shares 4,189 Est. Cost $202.69 Unrealized +46.5%
AMGN AMGEN INC 0.7%
Value ($000) $1,186 Shares 5,260 Est. Cost $190.59 Unrealized +14.3%
SBUX STARBUCKS CORP 0.7%
Value ($000) $1,179 Shares 13,990 Est. Cost $75.84 Unrealized +3.3%
ADP AUTOMATIC DATA PROCESSING IN 0.7%
Value ($000) $1,151 Shares 5,087 Est. Cost $148.94 Unrealized +47.1%
DIS DISNEY WALT CO 0.7%
Value ($000) $1,143 Shares 12,121 Est. Cost $137.00 Unrealized -23.7%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,134 Shares 12,991 Est. Cost $54.47 Unrealized +49.4%
HON HONEYWELL INTL INC 0.6%
Value ($000) $1,127 Shares 6,752 Est. Cost $146.02 Unrealized +11.0%
JSCP J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $1,118 Shares 24,670 Est. Cost $47.42 Unrealized
TSLA TESLA INC 0.6%
Value ($000) $1,111 Shares 4,190 Est. Cost $231.87 Unrealized +20.4%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $1,110 Shares 29,235 Est. Cost $42.14 Unrealized -15.1%
MRK MERCK & CO INC 0.6%
Value ($000) $1,109 Shares 12,875 Est. Cost $66.60 Unrealized +20.7%
WMB WILLIAMS COS INC 0.6%
Value ($000) $1,094 Shares 38,196 Est. Cost $16.38 Unrealized +70.3%
NKE NIKE INC 0.6%
Value ($000) $1,078 Shares 12,971 Est. Cost $96.35 Unrealized +5.4%
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $1,045 Shares 8,609 Est. Cost $20.00 Unrealized -21.1%
WMT WALMART INC 0.6%
Value ($000) $1,042 Shares 8,034 Est. Cost $37.72 Unrealized +11.3%
QQQ INVESCO QQQ TR 0.6%
Value ($000) $1,037 Shares 3,881 Est. Cost $310.36 Unrealized
COP CONOCOPHILLIPS 0.6%
Value ($000) $1,028 Shares 10,048 Est. Cost $48.94 Unrealized +80.2%
DES WISDOMTREE TR 0.6%
Value ($000) $1,024 Shares 39,781 Est. Cost $19.49 Unrealized
VTV VANGUARD INDEX FDS 0.5%
Value ($000) $962 Shares 7,793 Est. Cost $91.63 Unrealized
DVY ISHARES TR 0.5%
Value ($000) $946 Shares 8,826 Est. Cost $99.24 Unrealized
MDT MEDTRONIC PLC 0.5%
Value ($000) $939 Shares 11,630 Est. Cost $92.08 Unrealized -12.3%
DLN WISDOMTREE TR 0.5%
Value ($000) $939 Shares 16,996 Est. Cost $73.90 Unrealized
SCHW SCHWAB CHARLES CORP 0.5%
Value ($000) $871 Shares 12,118 Est. Cost $43.18 Unrealized +53.3%
TJX TJX COS INC NEW 0.5%
Value ($000) $836 Shares 13,455 Est. Cost $55.79 Unrealized +7.3%
ABFL TRIMTABS ETF TR 0.5%
Value ($000) $828 Shares 19,098 Est. Cost $44.04 Unrealized
SPGI S&P GLOBAL INC 0.5%
Value ($000) $828 Shares 2,712 Est. Cost $266.95 Unrealized +30.3%
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $812 Shares 11,554 Est. Cost $63.36 Unrealized +14.4%
STZ CONSTELLATION BRANDS INC 0.5%
Value ($000) $805 Shares 3,504 Est. Cost $188.25 Unrealized +21.9%
NOBL PROSHARES TR 0.4%
Value ($000) $720 Shares 9,002 Est. Cost $71.05 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.4%
Value ($000) $720 Shares 15,469 Est. Cost $46.54 Unrealized
XLE SELECT SECTOR SPDR TR 0.4%
Value ($000) $710 Shares 9,859 Est. Cost $62.19 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.4%
Value ($000) $695 Shares 29,218 Est. Cost $27.12 Unrealized
ET ENERGY TRANSFER L P 0.4%
Value ($000) $691 Shares 62,608 Est. Cost $10.66 Unrealized
NATIXIS ETF TR 0.4%
Value ($000) $678 Shares 28,948 Est. Cost $25.88 Unrealized
ORCL ORACLE CORP 0.4%
Value ($000) $677 Shares 11,082 Est. Cost $52.20 Unrealized +34.4%
ED CONSOLIDATED EDISON INC 0.4%
Value ($000) $653 Shares 7,611 Est. Cost $69.35 Unrealized +23.8%
KMB KIMBERLY-CLARK CORP 0.4%
Value ($000) $651 Shares 5,789 Est. Cost $111.49 Unrealized +2.5%
DON WISDOMTREE TR 0.4%
Value ($000) $650 Shares 17,251 Est. Cost $26.09 Unrealized
TGT TARGET CORP 0.4%
Value ($000) $642 Shares 4,326 Est. Cost $101.76 Unrealized +40.5%
TAFI AB ACTIVE ETFS INC 0.4%
Value ($000) $632 Shares 25,700 Est. Cost $24.59 Unrealized
CANADIAN PAC RY LTD 0.4%
Value ($000) $617 Shares 9,241 Est. Cost $71.94 Unrealized
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $600 Shares 6,973 Est. Cost $180.36 Unrealized -51.0%
BA BOEING CO 0.3%
Value ($000) $594 Shares 4,905 Est. Cost $279.28 Unrealized -45.1%
LLY LILLY ELI & CO 0.3%
Value ($000) $592 Shares 1,831 Est. Cost $140.51 Unrealized +119.3%
ZTS ZOETIS INC 0.3%
Value ($000) $591 Shares 3,987 Est. Cost $127.60 Unrealized +26.5%
EXC EXELON CORP 0.3%
Value ($000) $585 Shares 15,626 Est. Cost $32.94 Unrealized +18.6%
BAC BK OF AMERICA CORP 0.3%
Value ($000) $585 Shares 19,368 Est. Cost $27.30 Unrealized +12.0%
CDW CDW CORP 0.3%
Value ($000) $576 Shares 3,690 Est. Cost $114.99 Unrealized +42.8%
CLX CLOROX CO DEL 0.3%
Value ($000) $576 Shares 4,487 Est. Cost $131.17 Unrealized -1.8%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $572 Shares 8,535 Est. Cost $28.34 Unrealized +24.2%
MMM 3M CO 0.3%
Value ($000) $544 Shares 4,920 Est. Cost $110.73 Unrealized -12.9%
D DOMINION ENERGY INC 0.3%
Value ($000) $539 Shares 7,794 Est. Cost $63.62 Unrealized +7.4%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $531 Shares 3,934 Est. Cost $109.77 Unrealized +32.0%
CRM SALESFORCE INC 0.3%
Value ($000) $521 Shares 3,622 Est. Cost $183.28 Unrealized -8.6%
BR BROADRIDGE FINL SOLUTIONS IN 0.3%
Value ($000) $515 Shares 3,566 Est. Cost $106.68 Unrealized +43.5%
IQV IQVIA HLDGS INC 0.3%
Value ($000) $507 Shares 2,800 Est. Cost $146.24 Unrealized +49.8%
BKH BLACK HILLS CORP 0.3%
Value ($000) $501 Shares 7,395 Est. Cost $60.02 Unrealized +7.0%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $499 Shares 1,939 Est. Cost $181.90 Unrealized +51.0%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $493 Shares 2,746 Est. Cost $168.65 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $490 Shares 1,268 Est. Cost $348.20 Unrealized +9.4%
LMBS FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $473 Shares 9,996 Est. Cost $51.61 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.3%
Value ($000) $457 Shares 1,578 Est. Cost $211.26 Unrealized +36.2%
GLD SPDR GOLD TR 0.3%
Value ($000) $451 Shares 2,916 Est. Cost $169.61 Unrealized
CLEARBRIDGE ENERGY MIDSTRM O 0.3%
Value ($000) $449 Shares 17,948 Est. Cost $10.03 Unrealized
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $444 Shares 5,533 Est. Cost $76.63 Unrealized
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $441 Shares 10,964 Est. Cost $40.83 Unrealized -3.6%
FPE FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $436 Shares 26,135 Est. Cost $20.45 Unrealized
CSX CSX CORP 0.2%
Value ($000) $436 Shares 16,366 Est. Cost $28.85 Unrealized +2.6%
CEG CONSTELLATION ENERGY CORP 0.2%
Value ($000) $433 Shares 5,205 Est. Cost $48.04 Unrealized +49.4%
YUM YUM BRANDS INC 0.2%
Value ($000) $425 Shares 3,997 Est. Cost $91.14 Unrealized +19.3%
CAT CATERPILLAR INC 0.2%
Value ($000) $417 Shares 2,542 Est. Cost $142.08 Unrealized +21.2%
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $409 Shares 6,127 Est. Cost $72.23 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $397 Shares 5,064 Est. Cost $61.94 Unrealized +24.5%
VRSK VERISK ANALYTICS INC 0.2%
Value ($000) $393 Shares 2,305 Est. Cost $146.29 Unrealized +25.0%
CSCO CISCO SYS INC 0.2%
Value ($000) $384 Shares 9,589 Est. Cost $37.82 Unrealized +5.9%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $378 Shares 3,184 Est. Cost $97.88 Unrealized +18.1%
TSAT TELESAT CORP 0.2%
Value ($000) $372 Shares 47,634 Est. Cost $38.75 Unrealized -71.5%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $362 Shares 4,188 Est. Cost $74.17 Unrealized +17.5%
ABNB AIRBNB INC 0.2%
Value ($000) $354 Shares 3,369 Est. Cost $156.79 Unrealized -29.3%
AKAM AKAMAI TECHNOLOGIES INC 0.2%
Value ($000) $353 Shares 4,400 Est. Cost $111.00 Unrealized -18.0%
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $351 Shares 4,666 Est. Cost $125.43 Unrealized -33.0%
BIIB BIOGEN INC 0.2%
Value ($000) $351 Shares 1,315 Est. Cost $282.43 Unrealized -24.8%
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $350 Shares 3,797 Est. Cost $87.78 Unrealized +14.2%
SRPT SAREPTA THERAPEUTICS INC 0.2%
Value ($000) $338 Shares 3,055 Est. Cost $109.14 Unrealized -7.6%
CVS CVS HEALTH CORP 0.2%
Value ($000) $331 Shares 3,469 Est. Cost $87.64 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $329 Shares 820 Est. Cost $488.06 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $325 Shares 5,809 Est. Cost $43.70 Unrealized +28.3%
SO SOUTHERN CO 0.2%
Value ($000) $323 Shares 4,755 Est. Cost $49.66 Unrealized +34.8%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $319 Shares 3,427 Est. Cost $77.84 Unrealized +20.8%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $319 Shares 1,973 Est. Cost $133.10 Unrealized +20.6%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $317 Shares 5,774 Est. Cost $45.96 Unrealized +23.2%
IWM ISHARES TR 0.2%
Value ($000) $317 Shares 1,921 Est. Cost $165.02 Unrealized
VO VANGUARD INDEX FDS 0.2%
Value ($000) $315 Shares 1,675 Est. Cost $227.11 Unrealized
TMUS T-MOBILE US INC 0.2%
Value ($000) $310 Shares 2,307 Est. Cost $117.43 Unrealized +15.5%
TWITTER INC 0.2%
Value ($000) $308 Shares 7,030 Est. Cost $32.12 Unrealized
EVLV EVOLV TECHNOLOGIES HLDNGS IN 0.2%
Value ($000) $302 Shares 142,350 Est. Cost $3.63 Unrealized -28.2%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $294 Shares 1,720 Est. Cost $204.96 Unrealized
UNILEVER PLC 0.2%
Value ($000) $289 Shares 6,585 Est. Cost $56.54 Unrealized
SNOW SNOWFLAKE INC 0.2%
Value ($000) $288 Shares 1,695 Est. Cost $243.52 Unrealized -32.0%
FSIG FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $288 Shares 15,597 Est. Cost $18.47 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $286 Shares 6,552 Est. Cost $46.05 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $284 Shares 9,696 Est. Cost $38.29 Unrealized -12.0%
T AT&T INC 0.2%
Value ($000) $283 Shares 18,459 Est. Cost $17.52 Unrealized -13.9%
BLACKROCK INC 0.2%
Value ($000) $278 Shares 506 Est. Cost $527.23 Unrealized
CI CIGNA CORP NEW 0.2%
Value ($000) $275 Shares 991 Est. Cost $222.51 Unrealized +19.0%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $275 Shares 33,854 Est. Cost $22.26 Unrealized -60.1%
CFG CITIZENS FINL GROUP INC 0.2%
Value ($000) $274 Shares 7,966 Est. Cost $33.57 Unrealized -5.3%
WBS WEBSTER FINL CORP 0.2%
Value ($000) $265 Shares 5,854 Est. Cost $59.37 Unrealized -22.0%
IRDM IRIDIUM COMMUNICATIONS INC 0.1%
Value ($000) $262 Shares 5,900 Est. Cost $27.52 Unrealized +57.5%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $259 Shares 3,138 Est. Cost $96.71 Unrealized -0.5%
IYR ISHARES TR 0.1%
Value ($000) $257 Shares 3,162 Est. Cost $70.70 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $254 Shares 1,700 Est. Cost $159.73 Unrealized -11.1%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $254 Shares 923 Est. Cost $415.52 Unrealized -8.9%
GEN NORTONLIFELOCK INC 0.1%
Value ($000) $248 Shares 12,324 Est. Cost $19.29 Unrealized +11.5%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $244 Shares 2,980 Est. Cost $106.08 Unrealized -11.9%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $243 Shares 1,132 Est. Cost $212.15 Unrealized +7.8%
IWR ISHARES TR 0.1%
Value ($000) $236 Shares 3,800 Est. Cost $62.11 Unrealized
ATLASSIAN CORP PLC 0.1%
Value ($000) $236 Shares 1,120 Est. Cost $187.77 Unrealized
APTIV PLC 0.1%
Value ($000) $230 Shares 2,935 Est. Cost $91.52 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $230 Shares 3,020 Est. Cost $87.09 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $229 Shares 3,207 Est. Cost $71.41 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $227 Shares 2,733 Est. Cost $66.37 Unrealized +22.0%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $219 Shares 6,017 Est. Cost $36.40 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $217 Shares 1,500 Est. Cost $143.62 Unrealized 0.0%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $213 Shares 3,447 Est. Cost $62.95 Unrealized -31.4%
FTSL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $203 Shares 4,610 Est. Cost $47.97 Unrealized
SVB FINANCIAL GROUP 0.1%
Value ($000) $201 Shares 600 Est. Cost $556.11 Unrealized
PLBY PLBY GROUP INC 0.1%
Value ($000) $194 Shares 48,230 Est. Cost $20.66 Unrealized -74.0%
PAGP PLAINS GP HLDGS L P 0.1%
Value ($000) $157 Shares 14,412 Est. Cost $12.10 Unrealized
KAYNE ANDERSON ENERGY INFRST 0.1%
Value ($000) $145 Shares 17,912 Est. Cost $11.55 Unrealized
XBNYX BLACKROCK N Y MUN INCOME TRU 0.1%
Value ($000) $133 Shares 13,595 Est. Cost $14.02 Unrealized
BLACKROCK MUNIHLDGS NY QLTY 0.1%
Value ($000) $121 Shares 12,369 Est. Cost $13.25 Unrealized
SYNAPTOGENIX INC 0.1%
Value ($000) $107 Shares 16,032 Est. Cost $9.85 Unrealized
MATINAS BIOPHARMA HLDGS INC 0.1%
Value ($000) $103 Shares 162,410 Est. Cost $1.40 Unrealized
BK TECHNOLOGIES CORPORATION 0.1%
Value ($000) $96 Shares 39,798 Est. Cost $2.41 Unrealized
GAMIDA CELL LTD 0.1%
Value ($000) $96 Shares 60,575 Est. Cost $5.59 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.1%
Value ($000) $89 Shares 49,466 Est. Cost $2.29 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $84 Shares 19,712 Est. Cost $3.91 Unrealized
INOD INNODATA INC 0.0%
Value ($000) $82 Shares 27,253 Est. Cost $6.27 Unrealized -30.5%
KAYNE ANDERSON NEXTGEN ENRGY 0.0%
Value ($000) $71 Shares 10,023 Est. Cost $7.30 Unrealized
BIONANO GENOMICS INC 0.0%
Value ($000) $59 Shares 32,200 Est. Cost $5.25 Unrealized
WYY WIDEPOINT CORP 0.0%
Value ($000) $57 Shares 26,753 Est. Cost $3.54 Unrealized -30.3%
LTRX LANTRONIX INC 0.0%
Value ($000) $55 Shares 11,445 Est. Cost $6.08 Unrealized 0.0%
YELLQ YELLOW CORP 0.0%
Value ($000) $54 Shares 10,702 Est. Cost $5.48 Unrealized 0.0%
CUENW CUENTAS INC 0.0%
Value ($000) $53 Shares 331,429 Est. Cost $1.51 Unrealized
NUVEEN SR INCOME FD 0.0%
Value ($000) $47 Shares 10,125 Est. Cost $4.40 Unrealized
PHASEBIO PHARMACEUTICALS INC 0.0%
Value ($000) $41 Shares 231,900 Est. Cost $3.53 Unrealized
PBI PITNEY BOWES INC 0.0%
Value ($000) $39 Shares 16,819 Est. Cost $7.09 Unrealized -54.7%
PRECISION BIOSCIENCES INC 0.0%
Value ($000) $33 Shares 25,000 Est. Cost $1.32 Unrealized
JUPITER WELLNESS INC 0.0%
Value ($000) $30 Shares 37,839 Est. Cost $0.79 Unrealized
WRAP WRAP TECHNOLOGIES INC 0.0%
Value ($000) $20 Shares 11,977 Est. Cost $6.59 Unrealized -71.0%
GLOBALSTAR INC 0.0%
Value ($000) $19 Shares 12,000 Est. Cost $1.73 Unrealized
KAIVAL BRNDS INNOVATNS GRP I 0.0%
Value ($000) $16 Shares 15,986 Est. Cost $1.38 Unrealized
ATERIAN INC 0.0%
Value ($000) $14 Shares 10,992 Est. Cost $10.47 Unrealized
LTCH LATCH INC 0.0%
Value ($000) $11 Shares 11,615 Est. Cost $0.95 Unrealized
SURFACE ONCOLOGY INC 0.0%
Value ($000) $11 Shares 11,000 Est. Cost $7.26 Unrealized
EGLXF ENTHUSIAST GAMING HLDGS INC 0.0%
Value ($000) $11 Shares 13,250 Est. Cost $2.56 Unrealized -40.1%