SITTNER & NELSON, LLC Diversified Active

CIK: 0001846138 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 12, 2022

Total Value ($000): $153,220 (100.0% shares, 0.0% debt)

Holdings (482)

AAPL APPLE INC COM 15.0%
Value ($000) $22,970 Shares 168,008 Est. Cost $127.82 Unrealized +16.3%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 11.2%
Value ($000) $17,151 Shares 62,818 Est. Cost $220.20 Unrealized +42.5%
MSFT MICROSOFT CORP COM 3.3%
Value ($000) $5,112 Shares 19,905 Est. Cost $220.31 Unrealized +19.6%
CVX CHEVRON CORP NEW COM 2.7%
Value ($000) $4,078 Shares 28,170 Est. Cost $65.32 Unrealized +118.5%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 2.4%
Value ($000) $3,681 Shares 9 Est. Cost $330761.80 Unrealized +42.5%
SBUX STARBUCKS CORP COM 2.1%
Value ($000) $3,207 Shares 41,988 Est. Cost $84.98 Unrealized -17.2%
JNJ JOHNSON & JOHNSON COM 1.9%
Value ($000) $2,925 Shares 16,477 Est. Cost $131.64 Unrealized +21.5%
PFE PFIZER INC COM 1.8%
Value ($000) $2,705 Shares 51,595 Est. Cost $33.06 Unrealized +27.0%
GOOG ALPHABET INC CAP STK CL C 1.6%
Value ($000) $2,509 Shares 1,147 Est. Cost $86.33 Unrealized +35.8%
NKE NIKE INC CL B 1.6%
Value ($000) $2,500 Shares 24,460 Est. Cost $122.56 Unrealized -9.2%
EW EDWARDS LIFESCIENCES CORP COM 1.5%
Value ($000) $2,345 Shares 24,665 Est. Cost $84.55 Unrealized +22.4%
SYK STRYKER CORP COMMON 1.5%
Value ($000) $2,249 Shares 11,306 Est. Cost $214.92 Unrealized +5.1%
SMMU PIMCO ETF TR SHORT TERM MUN BD ACTIVE ETF 1.5%
Value ($000) $2,240 Shares 45,140 Est. Cost $50.70 Unrealized
COST COSTCO WHOLESALE CORP NEW COM 1.4%
Value ($000) $2,184 Shares 4,556 Est. Cost $360.77 Unrealized +34.4%
WY WEYERHAEUSER CO COM 1.4%
Value ($000) $2,141 Shares 64,645 Est. Cost $24.53 Unrealized +36.8%
GOOGL ALPHABET INC CL A 1.4%
Value ($000) $2,125 Shares 975 Est. Cost $85.22 Unrealized +37.1%
SPY SPDR S&P 500 ETF TR TR UNIT 1.3%
Value ($000) $2,064 Shares 5,470 Est. Cost $375.50 Unrealized
AMGN AMGEN INC COM 1.3%
Value ($000) $1,968 Shares 8,089 Est. Cost $197.77 Unrealized +10.5%
GBX GREENBRIER COS INC COM 1.2%
Value ($000) $1,907 Shares 52,976 Est. Cost $28.81 Unrealized +30.2%
FAST FASTENAL CO COM 1.2%
Value ($000) $1,781 Shares 35,676 Est. Cost $20.74 Unrealized +18.8%
AMZN AMAZON COM INC COM 1.0%
Value ($000) $1,578 Shares 14,860 Est. Cost $126.57 Unrealized -1.1%
JPM JPMORGAN CHASE & CO COM 1.0%
Value ($000) $1,499 Shares 13,311 Est. Cost $101.54 Unrealized +11.3%
PG PROCTER & GAMBLE CO COM 0.9%
Value ($000) $1,429 Shares 9,936 Est. Cost $123.58 Unrealized +11.1%
AVAV AEROVIRONMENT INC COM 0.9%
Value ($000) $1,426 Shares 17,343 Est. Cost $80.13 Unrealized +10.9%
XOM EXXON MOBIL CORP COM 0.9%
Value ($000) $1,415 Shares 16,521 Est. Cost $32.74 Unrealized +143.0%
DIS DISNEY WALT CO DISNEY COM 0.9%
Value ($000) $1,363 Shares 14,443 Est. Cost $136.52 Unrealized -20.6%
INTC INTEL CORP COM 0.9%
Value ($000) $1,344 Shares 35,919 Est. Cost $45.66 Unrealized -11.0%
ILMN ILLUMINA INC COM 0.9%
Value ($000) $1,321 Shares 7,166 Est. Cost $318.23 Unrealized -19.8%
MINT PIMCO ETF TR ENHANCED SHORT MAT ACTIVE ETF 0.8%
Value ($000) $1,280 Shares 12,917 Est. Cost $101.93 Unrealized
TRMB TRIMBLE INC COM 0.8%
Value ($000) $1,237 Shares 21,245 Est. Cost $58.39 Unrealized +12.4%
LDUR PIMCO ETF TR ENHANCED LOW DURATION ACTIVE ETF 0.8%
Value ($000) $1,215 Shares 12,654 Est. Cost $101.80 Unrealized
LINDE PLC SH ISIN#IE00BZ12WP82 0.8%
Value ($000) $1,187 Shares 4,129 Est. Cost $264.55 Unrealized
TKR TIMKEN CO COM 0.8%
Value ($000) $1,162 Shares 21,904 Est. Cost $68.06 Unrealized -14.2%
EMR EMERSON ELEC CO COM 0.7%
Value ($000) $1,019 Shares 12,807 Est. Cost $66.82 Unrealized +22.5%
USB US BANCORP DEL COM NEW 0.7%
Value ($000) $1,013 Shares 22,006 Est. Cost $37.39 Unrealized +12.1%
VZ VERIZON COMMUNICATIONS INC COM 0.7%
Value ($000) $1,010 Shares 19,893 Est. Cost $42.19 Unrealized -4.9%
TSLA TESLA INC COM 0.6%
Value ($000) $983 Shares 1,460 Est. Cost $170.65 Unrealized +60.0%
NVS NOVARTIS AG SPONSORED ADR 0.6%
Value ($000) $963 Shares 11,387 Est. Cost $92.51 Unrealized
MTUS TIMKENSTEEL CORP COM 0.6%
Value ($000) $921 Shares 49,220 Est. Cost $4.52 Unrealized +369.2%
CGDV CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT 0.5%
Value ($000) $837 Shares 37,518 Est. Cost $22.31 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR ISIN#US0463531089 0.5%
Value ($000) $784 Shares 11,870 Est. Cost $49.98 Unrealized
MDT MEDTRONIC PLC SHS ISIN#IE00BTN1Y115 0.5%
Value ($000) $763 Shares 8,505 Est. Cost $95.50 Unrealized -5.4%
IVOO VANGUARD ADMIRAL FDS INC S&P MIDCAP 400 INDEX FD ETF SHS 0.5%
Value ($000) $756 Shares 4,940 Est. Cost $155.60 Unrealized
NVDA NVIDIA CORP COM 0.5%
Value ($000) $717 Shares 4,728 Est. Cost $19.07 Unrealized -1.2%
MRK MERCK & CO INC NEW COM 0.5%
Value ($000) $715 Shares 7,847 Est. Cost $66.74 Unrealized +18.7%
KO COCA COLA CO COM 0.4%
Value ($000) $687 Shares 10,914 Est. Cost $47.90 Unrealized +18.5%
SO SOUTHERN CO COM 0.4%
Value ($000) $677 Shares 9,493 Est. Cost $57.10 Unrealized +12.6%
BMY BRISTOL MYERS SQUIBB CO COM 0.4%
Value ($000) $618 Shares 8,031 Est. Cost $52.17 Unrealized +24.5%
ACTIVISION BLIZZARD INC COM 0.4%
Value ($000) $607 Shares 7,800 Est. Cost $77.82 Unrealized
DFNL DAVIS FUNDAMENTAL ETF TR SELECT FINL ETF 0.4%
Value ($000) $604 Shares 23,295 Est. Cost $25.91 Unrealized
WFC WELLS FARGO & CO NEW COM 0.4%
Value ($000) $598 Shares 15,279 Est. Cost $25.51 Unrealized +56.6%
HD HOME DEPOT INC COM 0.4%
Value ($000) $570 Shares 2,077 Est. Cost $242.73 Unrealized +10.8%
MMM 3M CO COM 0.4%
Value ($000) $567 Shares 4,385 Est. Cost $112.90 Unrealized -6.8%
BA BOEING CO COM 0.4%
Value ($000) $555 Shares 4,062 Est. Cost $195.45 Unrealized -24.5%
QQQ INVESCO QQQ TR UNIT SER 1 0.4%
Value ($000) $541 Shares 1,930 Est. Cost $314.37 Unrealized
PRU PRUDENTIAL FINL INC COM 0.3%
Value ($000) $531 Shares 5,554 Est. Cost $84.99 Unrealized +4.1%
A AGILENT TECHNOLOGIES INC COM 0.3%
Value ($000) $484 Shares 4,073 Est. Cost $110.25 Unrealized +8.7%
MCY MERCURY GEN CORP NEW COM 0.3%
Value ($000) $472 Shares 10,650 Est. Cost $50.09 Unrealized -1.3%
GILD GILEAD SCIENCES INC COM 0.3%
Value ($000) $472 Shares 7,642 Est. Cost $52.25 Unrealized +3.5%
TCBK TRICO BANCSHARES COM 0.3%
Value ($000) $451 Shares 9,887 Est. Cost $31.57 Unrealized +33.4%
T AT&T INC COM 0.3%
Value ($000) $446 Shares 21,294 Est. Cost $15.44 Unrealized +5.6%
BAC BANK AMER CORP COM 0.3%
Value ($000) $445 Shares 14,301 Est. Cost $26.64 Unrealized +22.9%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $441 Shares 10,348 Est. Cost $40.02 Unrealized +7.0%
META META PLATFORMS INC CL A 0.3%
Value ($000) $411 Shares 2,548 Est. Cost $262.46 Unrealized -27.0%
SHOCKWAVE MED INC COM 0.3%
Value ($000) $409 Shares 2,140 Est. Cost $110.21 Unrealized
PPG PPG INDS INC COM 0.3%
Value ($000) $407 Shares 3,557 Est. Cost $125.98 Unrealized -8.2%
SHEL SHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US7802593050 0.3%
Value ($000) $401 Shares 7,670 Est. Cost $54.92 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.3%
Value ($000) $399 Shares 2,370 Est. Cost $174.97 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.3%
Value ($000) $393 Shares 3,664 Est. Cost $81.73 Unrealized +16.7%
AXTA AXALTA COATING SYSTEMS LTD SHS ISIN#BMG0750C1082 0.3%
Value ($000) $391 Shares 17,700 Est. Cost $27.24 Unrealized -6.7%
ABBV ABBVIE INC COM 0.3%
Value ($000) $386 Shares 2,522 Est. Cost $103.74 Unrealized +29.3%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $385 Shares 1,559 Est. Cost $192.93 Unrealized +17.3%
VDE VANGUARD WORLD FDS VANGUARD ENERGY ETF 0.2%
Value ($000) $371 Shares 3,730 Est. Cost $57.41 Unrealized
SNOW SNOWFLAKE INC CL A 0.2%
Value ($000) $365 Shares 2,625 Est. Cost $277.07 Unrealized -42.8%
COLB COLUMBIA BKG SYS INC COM 0.2%
Value ($000) $360 Shares 12,548 Est. Cost $27.27 Unrealized -12.0%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $356 Shares 4,600 Est. Cost $65.77 Unrealized +4.7%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS NEW 0.2%
Value ($000) $354 Shares 1,020 Est. Cost $372.25 Unrealized
GSK PLC R/S EFF 07/19/22 1 OLD / .8 NEW CU 37733W204 ADR GSK PLC 0.2%
Value ($000) $353 Shares 8,117 Est. Cost $37.00 Unrealized
WMT WALMART INC COM 0.2%
Value ($000) $351 Shares 2,891 Est. Cost $45.02 Unrealized -2.2%
UNP UNION PAC CORP COM 0.2%
Value ($000) $350 Shares 1,641 Est. Cost $179.24 Unrealized +16.5%
SHW SHERWIN-WILLIAMS CO COM 0.2%
Value ($000) $349 Shares 1,558 Est. Cost $250.86 Unrealized -1.1%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.2%
Value ($000) $348 Shares 3,620 Est. Cost $64.84 Unrealized +36.5%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $340 Shares 3,443 Est. Cost $73.01 Unrealized +17.0%
LASR NLIGHT INC COM 0.2%
Value ($000) $339 Shares 33,184 Est. Cost $27.87 Unrealized -53.7%
PEP PEPSICO INC COM 0.2%
Value ($000) $334 Shares 2,006 Est. Cost $129.54 Unrealized +15.6%
IBM INTERNATIONAL BUSINESS MACHS CORP COM 0.2%
Value ($000) $331 Shares 2,347 Est. Cost $107.93 Unrealized +8.9%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $325 Shares 633 Est. Cost $322.73 Unrealized +46.0%
ED CONSOLIDATED EDISON INC COM 0.2%
Value ($000) $308 Shares 3,238 Est. Cost $64.43 Unrealized +30.4%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $300 Shares 2,165 Est. Cost $115.66 Unrealized +36.2%
UPS UNITED PARCEL SVC INC CL B 0.2%
Value ($000) $282 Shares 1,545 Est. Cost $151.27 Unrealized +1.4%
UNILEVER PLC SPON ADR NEW ISIN#US9047677045 0.2%
Value ($000) $273 Shares 5,958 Est. Cost $56.56 Unrealized
CSX CSX CORP COM 0.2%
Value ($000) $272 Shares 9,345 Est. Cost $29.94 Unrealized +3.4%
NVO NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR SAME CUSIP 0.2%
Value ($000) $265 Shares 2,380 Est. Cost $83.25 Unrealized
EIX EDISON INTL COM 0.2%
Value ($000) $256 Shares 4,049 Est. Cost $47.82 Unrealized +20.1%
CAT CATERPILLAR INS COM 0.2%
Value ($000) $254 Shares 1,421 Est. Cost $163.00 Unrealized +21.0%
UMPQUA HLDGS CORP COM 0.2%
Value ($000) $250 Shares 14,927 Est. Cost $15.17 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.2%
Value ($000) $240 Shares 1,194 Est. Cost $312.14 Unrealized -24.8%
EPD ENTERPRISE PRODS PARTNERS L P COM UNIT 0.2%
Value ($000) $232 Shares 9,504 Est. Cost $19.57 Unrealized
V VISA INC COM CL A 0.2%
Value ($000) $231 Shares 1,175 Est. Cost $198.15 Unrealized +1.5%
FDX FEDEX CORP COM 0.1%
Value ($000) $209 Shares 923 Est. Cost $222.19 Unrealized -11.5%
CRSP CRISPR THERAPEUTICS AG NAMEN-AKT ISIN# CH0334081137 0.1%
Value ($000) $208 Shares 3,427 Est. Cost $118.82 Unrealized -50.5%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $203 Shares 2,548 Est. Cost $62.80 Unrealized +10.4%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADR ISIN#US01609W1027 0.1%
Value ($000) $196 Shares 1,720 Est. Cost $174.41 Unrealized
DLB DOLBY LABORATORIES INC CL A 0.1%
Value ($000) $194 Shares 2,713 Est. Cost $75.86 Unrealized -6.2%
ZBH ZIMMER BIOMET HLDGS INC COM 0.1%
Value ($000) $192 Shares 1,831 Est. Cost $128.76 Unrealized -10.8%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $190 Shares 4,548 Est. Cost $31.48 Unrealized +22.1%
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 0.1%
Value ($000) $182 Shares 964 Est. Cost $228.01 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR ISIN#US1104481072 0.1%
Value ($000) $173 Shares 4,041 Est. Cost $36.53 Unrealized
EA ELECTRONIC ARTS INC COM 0.1%
Value ($000) $171 Shares 1,405 Est. Cost $125.38 Unrealized -0.3%
IFRA ISHARES TR U S INFRASTRUCTURE ETF 0.1%
Value ($000) $170 Shares 5,000 Est. Cost $34.20 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $170 Shares 396 Est. Cost $322.54 Unrealized +23.4%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.1%
Value ($000) $168 Shares 1,222 Est. Cost $115.14 Unrealized +23.5%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $167 Shares 516 Est. Cost $141.36 Unrealized +105.8%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $167 Shares 1,797 Est. Cost $65.63 Unrealized +30.9%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $163 Shares 775 Est. Cost $149.83 Unrealized +35.2%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $162 Shares 4,129 Est. Cost $41.43 Unrealized -7.4%
ADVISORSHARES TR NORTH SQUARE MCKEE ESG CORE BD ETF 0.1%
Value ($000) $156 Shares 6,816 Est. Cost $25.82 Unrealized
TCHP T ROWE PRICE EXCHANGE-TRADED FDS INC BLUE CHIP GROWTH ETF 0.1%
Value ($000) $154 Shares 7,010 Est. Cost $21.97 Unrealized
VBR VANGUARD INDEX FDS VANGUARD SMALL-CAP VALUE ETF 0.1%
Value ($000) $154 Shares 1,027 Est. Cost $179.16 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $153 Shares 1,130 Est. Cost $114.94 Unrealized -0.1%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $143 Shares 2,000 Est. Cost $81.00 Unrealized
INGR INGREDION INC COM 0.1%
Value ($000) $136 Shares 1,548 Est. Cost $77.11 Unrealized +16.1%
HPQ HP INC COM 0.1%
Value ($000) $133 Shares 4,062 Est. Cost $17.78 Unrealized +80.4%
ITOT ISHARES TR CORE S&P TOTAL U S STK MKT ETF 0.1%
Value ($000) $132 Shares 1,570 Est. Cost $98.09 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value ($000) $132 Shares 1,610 Est. Cost $54.11 Unrealized +49.6%
ROYCE VALUE TR INC COM 0.1%
Value ($000) $131 Shares 9,376 Est. Cost $16.33 Unrealized
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $131 Shares 4,197 Est. Cost $22.19 Unrealized +31.6%
CAH CARDINAL HEALTH INC COM 0.1%
Value ($000) $125 Shares 2,390 Est. Cost $48.96 Unrealized +7.5%
CRM SALESFORCE INC COM 0.1%
Value ($000) $121 Shares 736 Est. Cost $209.98 Unrealized -16.9%
BP BP PLC SPONS ADR 0.1%
Value ($000) $120 Shares 4,244 Est. Cost $25.50 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $119 Shares 1,328 Est. Cost $30.72 Unrealized +192.7%
ORCL ORACLE CORP COM 0.1%
Value ($000) $118 Shares 1,683 Est. Cost $58.07 Unrealized +20.3%
LYB LYONDELLBASELL INDUSTRIES N V ORD SHS CL A 0.1%
Value ($000) $115 Shares 1,311 Est. Cost $72.80 Unrealized +9.2%
GLW CORNING INC COM 0.1%
Value ($000) $113 Shares 3,602 Est. Cost $30.92 Unrealized +0.4%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $111 Shares 1,451 Est. Cost $103.26 Unrealized -9.3%
KELLOGG CO COM 0.1%
Value ($000) $109 Shares 1,531 Est. Cost $52.72 Unrealized +8.7%
CLX CLOROX CO COM 0.1%
Value ($000) $109 Shares 772 Est. Cost $176.37 Unrealized -28.2%
LAM RESH CORP COM 0.1%
Value ($000) $108 Shares 253 Est. Cost $485.03 Unrealized
MPT MEDICAL PPTYS TR INC COM 0.1%
Value ($000) $107 Shares 7,036 Est. Cost $20.89 Unrealized
XAR SPDR SER TR S&P AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $105 Shares 1,040 Est. Cost $114.42 Unrealized
CI CIGNA CORP NEW COM 0.1%
Value ($000) $103 Shares 391 Est. Cost $201.90 Unrealized +19.6%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $103 Shares 2,175 Est. Cost $35.66 Unrealized +14.4%
TROW PRICE T ROWE GROUP INC COM 0.1%
Value ($000) $102 Shares 894 Est. Cost $119.74 Unrealized -10.5%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $101 Shares 2,654 Est. Cost $32.41 Unrealized +3.6%
DOW DOW INC COM 0.1%
Value ($000) $99 Shares 1,912 Est. Cost $46.14 Unrealized +12.3%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $99 Shares 646 Est. Cost $122.23 Unrealized +21.0%
POR PORTLAND GEN ELEC CO COM NEW 0.1%
Value ($000) $99 Shares 2,050 Est. Cost $41.53 Unrealized +1.9%
ENPH ENPHASE ENERGY INC COM 0.1%
Value ($000) $98 Shares 502 Est. Cost $180.77 Unrealized 0.0%
EMNT PIMCO ETF TR ENHANCED SHORT MATURITY ACTIVE ESG EXCH TRADED FD 0.1%
Value ($000) $98 Shares 1,000 Est. Cost $100.67 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $98 Shares 327 Est. Cost $232.12 Unrealized +50.6%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNERSHIP INTERESTS 0.1%
Value ($000) $94 Shares 2,250 Est. Cost $47.95 Unrealized
VXUS VANGUARD STAR FDS VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS 0.1%
Value ($000) $94 Shares 1,815 Est. Cost $62.64 Unrealized
YUM YUM BRANDS INC COM 0.1%
Value ($000) $94 Shares 829 Est. Cost $92.76 Unrealized +16.9%
BROS DUTCH BROS INC CL A 0.1%
Value ($000) $92 Shares 2,920 Est. Cost $51.12 Unrealized -19.8%
DIA SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 0.1%
Value ($000) $92 Shares 300 Est. Cost $306.67 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $92 Shares 3,142 Est. Cost $30.41 Unrealized +24.7%
GRMN GARMIN LTD SHS ISIN#CH0114405324 0.1%
Value ($000) $92 Shares 940 Est. Cost $98.98 Unrealized -2.0%
UVV UNIVERSAL CORP VA COM 0.1%
Value ($000) $92 Shares 1,521 Est. Cost $50.81 Unrealized +17.4%
CWT CALIFORNIA WTR SVC GROUP COM 0.1%
Value ($000) $90 Shares 1,620 Est. Cost $44.12 Unrealized +12.0%
NFLX NETFLIX INC COM 0.1%
Value ($000) $90 Shares 515 Est. Cost $43.48 Unrealized -49.0%
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $89 Shares 1,614 Est. Cost $58.84 Unrealized +13.0%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $88 Shares 686 Est. Cost $131.12 Unrealized -4.7%
FHN FIRST HORIZON CORP COM 0.1%
Value ($000) $87 Shares 4,000 Est. Cost $9.76 Unrealized +102.1%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $84 Shares 175 Est. Cost $280.94 Unrealized +54.1%
MRNA MODERNA INC COM 0.1%
Value ($000) $83 Shares 580 Est. Cost $135.87 Unrealized +5.2%
VHT VANGUARD WORLD FDS VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $83 Shares 352 Est. Cost $236.09 Unrealized
VO VANGUARD INDEX FDS VANGUARD MID-CAP ETF 0.1%
Value ($000) $82 Shares 414 Est. Cost $239.02 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $82 Shares 1,317 Est. Cost $52.83 Unrealized +8.3%
CNQ CANADIAN NATURAL RES LTD ISIN#CA1363851017 0.1%
Value ($000) $81 Shares 1,513 Est. Cost $13.45 Unrealized +90.4%
DFUV DIMENSIONAL ETF TR US MARKETWIDE VALUE ETF 0.1%
Value ($000) $81 Shares 2,565 Est. Cost $31.58 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $80 Shares 458 Est. Cost $178.10 Unrealized +0.8%
GE GENERAL ELEC CO COM NEW 0.1%
Value ($000) $80 Shares 1,262 Est. Cost $62.93 Unrealized -24.4%
IJH ISHARES TR CORE S&P MID-CAP ETF 0.1%
Value ($000) $80 Shares 353 Est. Cost $238.92 Unrealized
NHI NATIONAL HEALTH INVESTORS INC 0.1%
Value ($000) $79 Shares 1,300 Est. Cost $57.69 Unrealized
BEP BROOKFIELD RENEWABLE PARTNERS LP 0.1%
Value ($000) $78 Shares 2,250 Est. Cost $36.00 Unrealized
ALC ALCON SA ACT NOM ISIN#CH0432492467 0.1%
Value ($000) $78 Shares 1,126 Est. Cost $61.67 Unrealized +17.0%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $77 Shares 843 Est. Cost $78.75 Unrealized +34.7%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $76 Shares 794 Est. Cost $69.73 Unrealized +24.2%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $76 Shares 921 Est. Cost $50.21 Unrealized +71.8%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $75 Shares 4,505 Est. Cost $13.47 Unrealized +13.7%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $72 Shares 1,221 Est. Cost $12.92 Unrealized +350.0%
DEO DIAGEO PLC SPONSORED ADR NEW ISIN#US25243Q2057 0.0%
Value ($000) $71 Shares 407 Est. Cost $163.17 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $71 Shares 1,132 Est. Cost $45.01 Unrealized +31.7%
PHG KONINKLIJKE PHILIPS N V ISIN#US5004723038 0.0%
Value ($000) $70 Shares 3,242 Est. Cost $52.81 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $70 Shares 1,531 Est. Cost $43.00 Unrealized +1.8%
UNM UNUM GROUP COM 0.0%
Value ($000) $68 Shares 2,000 Est. Cost $27.94 Unrealized +21.1%
CGGR CAPITAL GROUP GROWTH ETF SHS CREATION UNIT 0.0%
Value ($000) $66 Shares 3,300 Est. Cost $20.00 Unrealized
TD TORONTO DOMINION BK ISIN#CA8911605092 0.0%
Value ($000) $66 Shares 1,000 Est. Cost $50.68 Unrealized +43.3%
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 0.0%
Value ($000) $65 Shares 3,250 Est. Cost $20.00 Unrealized
IWP ISHARES TR RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $63 Shares 800 Est. Cost $102.50 Unrealized
XYL XYLEM INC COM 0.0%
Value ($000) $63 Shares 800 Est. Cost $88.59 Unrealized -10.8%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $63 Shares 4,784 Est. Cost $9.96 Unrealized +36.8%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $63 Shares 276 Est. Cost $206.74 Unrealized +9.5%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR NO PAR 0.0%
Value ($000) $62 Shares 4,000 Est. Cost $16.31 Unrealized
REGN REGENERON PHARMACEUTICALS INC COM 0.0%
Value ($000) $61 Shares 103 Est. Cost $566.62 Unrealized +14.1%
WINN HARBOR ETF TR HARBOR LONG-TERM GROWERS ETF 0.0%
Value ($000) $61 Shares 4,350 Est. Cost $14.02 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $61 Shares 350 Est. Cost $172.87 Unrealized -3.8%
MAG SILVER CORP COM ISIN#CA55903Q1046 0.0%
Value ($000) $61 Shares 5,000 Est. Cost $15.00 Unrealized
FICO FAIR ISAAC CORPORATION COM 0.0%
Value ($000) $60 Shares 150 Est. Cost $465.09 Unrealized -15.2%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $60 Shares 938 Est. Cost $69.37 Unrealized -4.2%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $57 Shares 273 Est. Cost $157.30 Unrealized +32.7%
ADBE ADOBE SYS INC COM 0.0%
Value ($000) $57 Shares 155 Est. Cost $501.43 Unrealized -18.8%
QUAL ISHARES TR MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $57 Shares 511 Est. Cost $133.67 Unrealized
IXJ ISHARES TR GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $56 Shares 690 Est. Cost $76.81 Unrealized
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $54 Shares 601 Est. Cost $77.45 Unrealized +16.0%
SAP SAP AKTIENGESELLSCHAFT 0.0%
Value ($000) $54 Shares 600 Est. Cost $140.00 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $53 Shares 490 Est. Cost $101.96 Unrealized +4.1%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $53 Shares 179 Est. Cost $211.03 Unrealized +34.4%
ZTS ZOETIS INC COM 0.0%
Value ($000) $53 Shares 310 Est. Cost $155.43 Unrealized +7.3%
DFUS DIMENSIONAL ETF TR U S EQUITY ETF 0.0%
Value ($000) $52 Shares 1,270 Est. Cost $47.24 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $52 Shares 184 Est. Cost $235.58 Unrealized +13.6%
IWD ISHARES TR RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $50 Shares 346 Est. Cost $145.90 Unrealized
KWEB KRANESHARES TR CSI CHINA INTERNET ETF 0.0%
Value ($000) $50 Shares 1,525 Est. Cost $32.79 Unrealized
DFIV DIMENSIONAL ETF TR INTL VALE ETF 0.0%
Value ($000) $50 Shares 1,721 Est. Cost $32.54 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $49 Shares 886 Est. Cost $23.71 Unrealized +6.8%
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $49 Shares 1,000 Est. Cost $22.13 Unrealized +106.9%
GSLC GOLDMAN SACHS ETF TR TR ACTIVEBETA U S LARGE CAP EQUITY ETF 0.0%
Value ($000) $48 Shares 639 Est. Cost $86.07 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $48 Shares 217 Est. Cost $130.64 Unrealized +63.4%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $48 Shares 690 Est. Cost $207.81 Unrealized -58.4%
VLO VALERO ENERGY CORP NEW COM 0.0%
Value ($000) $48 Shares 450 Est. Cost $40.57 Unrealized +161.1%
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF 0.0%
Value ($000) $48 Shares 363 Est. Cost $118.46 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $47 Shares 228 Est. Cost $138.43 Unrealized +31.4%
SHOP SHOPIFY INC CL A ISIN#CA82509L1076 0.0%
Value ($000) $47 Shares 1,520 Est. Cost $44.90 Unrealized -4.9%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $46 Shares 363 Est. Cost $88.73 Unrealized +29.7%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $46 Shares 457 Est. Cost $82.07 Unrealized +8.9%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $45 Shares 3,352 Est. Cost $18.55 Unrealized 0.0%
ARCIMOTO INC COM 0.0%
Value ($000) $44 Shares 13,435 Est. Cost $7.16 Unrealized
BARRICK GOLD CORP COM ISIN#CA0679011084 0.0%
Value ($000) $44 Shares 2,490 Est. Cost $19.72 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $43 Shares 373 Est. Cost $76.93 Unrealized +46.7%
CSIQ CANADIAN SOLAR INC COM ISIN#CA1366351098 0.0%
Value ($000) $42 Shares 1,345 Est. Cost $30.74 Unrealized 0.0%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $42 Shares 250 Est. Cost $139.80 Unrealized +48.8%
KLAC KLA CORP COM 0.0%
Value ($000) $41 Shares 127 Est. Cost $220.47 Unrealized +46.8%
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $41 Shares 1,532 Est. Cost $8.97 Unrealized +2.0%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $40 Shares 147 Est. Cost $273.47 Unrealized 0.0%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $40 Shares 1,044 Est. Cost $36.77 Unrealized 0.0%
FUELCELL ENERGY INC COM PAR $ 0.0%
Value ($000) $38 Shares 10,182 Est. Cost $3.73 Unrealized
DFAT DIMENSIONAL ETF TR U S TARGET VALUE ETF 0.0%
Value ($000) $38 Shares 939 Est. Cost $44.73 Unrealized
DFAS DIMENSIONAL ETF TR U S SM CAP ETF 0.0%
Value ($000) $38 Shares 788 Est. Cost $57.11 Unrealized
LUMN LUMEN TECHNOLOGIES INC LA COM 0.0%
Value ($000) $38 Shares 3,521 Est. Cost $10.77 Unrealized +0.5%
SCCO SOUTHERN COPPER CORP DEL COM 0.0%
Value ($000) $37 Shares 742 Est. Cost $49.86 Unrealized +3.1%
FMC FMC CORP COM NEW 0.0%
Value ($000) $37 Shares 343 Est. Cost $106.89 Unrealized 0.0%
RUN SUNRUN INC COM 0.0%
Value ($000) $36 Shares 1,559 Est. Cost $24.02 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $35 Shares 64 Est. Cost $486.96 Unrealized +11.9%
JD JD COM INC SPONS ADR REPSTG COM CL A 0.0%
Value ($000) $35 Shares 539 Est. Cost $64.94 Unrealized
GLOBAL X TELEMEDICINE & DIGITAL HLTH ETF 0.0%
Value ($000) $35 Shares 3,000 Est. Cost $16.67 Unrealized
NTRA NATERA INC COM 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $83.55 Unrealized -55.7%
WPC W P CAREY INC COM 0.0%
Value ($000) $33 Shares 400 Est. Cost $70.00 Unrealized
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $33 Shares 650 Est. Cost $158.57 Unrealized -67.4%
PLUG PLUG PWR INC COM NEW 0.0%
Value ($000) $33 Shares 1,964 Est. Cost $19.84 Unrealized 0.0%
DINT DAVIS FUNDAMENTAL ETF TR SELECT INTL ETF 0.0%
Value ($000) $33 Shares 2,000 Est. Cost $16.50 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $32 Shares 586 Est. Cost $33.76 Unrealized +65.3%
BE BLOOM ENERGY CORP CL A 0.0%
Value ($000) $30 Shares 1,823 Est. Cost $18.31 Unrealized 0.0%
BIDU BAIDU COM INC SPONS ADR REPSTG ORD SHS CL A ISIN#US0567521085 0.0%
Value ($000) $30 Shares 200 Est. Cost $214.81 Unrealized
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $30 Shares 352 Est. Cost $83.06 Unrealized 0.0%
PCAR PACCAR INC COM 0.0%
Value ($000) $29 Shares 347 Est. Cost $48.35 Unrealized +0.4%
ENB ENBRIDGE INC REGISTERED SHS ISIN#CA29250N1050 0.0%
Value ($000) $28 Shares 671 Est. Cost $21.70 Unrealized +62.4%
ROYCE MICRO-CAP TR INC COM 0.0%
Value ($000) $28 Shares 3,293 Est. Cost $10.33 Unrealized
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $28 Shares 229 Est. Cost $47.26 Unrealized -32.7%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $28 Shares 581 Est. Cost $56.16 Unrealized -25.0%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $28 Shares 556 Est. Cost $51.86 Unrealized +3.1%
MA MASTERCARD INC CL A 0.0%
Value ($000) $27 Shares 87 Est. Cost $323.35 Unrealized +4.3%
AEE AMEREN CORP COM 0.0%
Value ($000) $27 Shares 303 Est. Cost $68.86 Unrealized +20.2%
ITT ITT INC COM 0.0%
Value ($000) $27 Shares 400 Est. Cost $69.88 Unrealized +2.0%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $26 Shares 339 Est. Cost $72.42 Unrealized 0.0%
NUE NUCOR CORP COM 0.0%
Value ($000) $25 Shares 239 Est. Cost $47.42 Unrealized +169.7%
BIIB BIOGEN INC COM 0.0%
Value ($000) $25 Shares 122 Est. Cost $254.99 Unrealized -19.8%
HUM HUMANA INC COM 0.0%
Value ($000) $25 Shares 54 Est. Cost $428.58 Unrealized 0.0%
VMWARE INC CL A COM 0.0%
Value ($000) $25 Shares 222 Est. Cost $113.16 Unrealized
ATI ALLEGHENY TECHNOLOGIES INC 0.0%
Value ($000) $25 Shares 1,095 Est. Cost $26.35 Unrealized 0.0%
RPM RPM INTL INC COM 0.0%
Value ($000) $24 Shares 300 Est. Cost $88.17 Unrealized -4.7%
NEM NEWMONT CORP COM 0.0%
Value ($000) $24 Shares 406 Est. Cost $57.89 Unrealized +9.3%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $24 Shares 150 Est. Cost $106.49 Unrealized +36.6%
VTR VENTAS INC COM 0.0%
Value ($000) $23 Shares 452 Est. Cost $39.62 Unrealized +24.0%
CWB SPDR SER TR BLOOMBERG BARCLAYS U S CONV LIQUID BD INDEX 0.0%
Value ($000) $23 Shares 360 Est. Cost $63.89 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $22 Shares 395 Est. Cost $51.29 Unrealized +6.5%
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF 0.0%
Value ($000) $22 Shares 100 Est. Cost $252.34 Unrealized
OLN OLIN CORP COM PAR $1 0.0%
Value ($000) $22 Shares 486 Est. Cost $18.35 Unrealized +191.9%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $22 Shares 1,830 Est. Cost $9.92 Unrealized +12.9%
HSY HERSHEY CO COM 0.0%
Value ($000) $22 Shares 100 Est. Cost $130.99 Unrealized +51.7%
BLACKROCK INC COM 0.0%
Value ($000) $21 Shares 35 Est. Cost $714.29 Unrealized
TE CONNECTIVITY LTD REG SHS ISIN#CH0102993182 0.0%
Value ($000) $21 Shares 186 Est. Cost $123.66 Unrealized
ETN EATON CORPORATION PLC SHS ISIN#IE00B8KQN827 0.0%
Value ($000) $21 Shares 163 Est. Cost $103.87 Unrealized +27.6%
TDC TERADATA CORP DEL COM 0.0%
Value ($000) $21 Shares 554 Est. Cost $39.10 Unrealized +2.0%
PCG PG&E CORP COM 0.0%
Value ($000) $21 Shares 2,100 Est. Cost $11.63 Unrealized 0.0%
IWN ISHARES TR RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $21 Shares 151 Est. Cost $165.56 Unrealized
IJT ISHARES TR S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $20 Shares 187 Est. Cost $133.69 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE L P UNIT LTD PARTNERSHIP INT 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $8.00 Unrealized
ILCG ISHARES TR MORNINGSTAR GROWTH ETF 0.0%
Value ($000) $20 Shares 392 Est. Cost $63.78 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $20 Shares 182 Est. Cost $105.75 Unrealized 0.0%
BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $20 Shares 562 Est. Cost $37.37 Unrealized
APTIV PLC SHS COM 0.0%
Value ($000) $20 Shares 228 Est. Cost $131.58 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $20 Shares 82 Est. Cost $164.87 Unrealized +35.6%
AES AES CORP COM 0.0%
Value ($000) $19 Shares 922 Est. Cost $18.83 Unrealized 0.0%
DHR DANAHER CORP COM 0.0%
Value ($000) $19 Shares 73 Est. Cost $196.00 Unrealized +15.4%
IYJ ISHARES TR US INDUSTRIALS ETF 0.0%
Value ($000) $19 Shares 220 Est. Cost $95.45 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $19 Shares 600 Est. Cost $34.31 Unrealized +3.6%
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value ($000) $18 Shares 267 Est. Cost $53.93 Unrealized +46.1%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $18 Shares 117 Est. Cost $100.42 Unrealized +57.8%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $18 Shares 250 Est. Cost $62.43 Unrealized +2.3%
IUSG ISHARES TR CORE S&P U S GROWTH ETF 0.0%
Value ($000) $18 Shares 213 Est. Cost $107.98 Unrealized
FHB FIRST HAWAIIAN INC COM 0.0%
Value ($000) $18 Shares 800 Est. Cost $21.96 Unrealized -4.0%
FISV FISERV INC COM 0.0%
Value ($000) $17 Shares 190 Est. Cost $96.99 Unrealized 0.0%
RYN RAYONIER INC COM 0.0%
Value ($000) $17 Shares 464 Est. Cost $30.17 Unrealized
VB VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $17 Shares 97 Est. Cost $198.47 Unrealized
IEFA ISHARES TR CORE MSCI EAFE ETF 0.0%
Value ($000) $17 Shares 286 Est. Cost $69.93 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $17 Shares 458 Est. Cost $40.00 Unrealized 0.0%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $17 Shares 300 Est. Cost $224.62 Unrealized -64.0%
MKL MARKEL CORP COM 0.0%
Value ($000) $16 Shares 12 Est. Cost $996.82 Unrealized +37.7%
MCK MCKESSON CORP COM 0.0%
Value ($000) $16 Shares 50 Est. Cost $161.42 Unrealized +94.6%
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value ($000) $16 Shares 293 Est. Cost $46.92 Unrealized +2.1%
ORLY O'REILLY AUTOMOTIVE NEW 0.0%
Value ($000) $16 Shares 25 Est. Cost $43.28 Unrealized -0.6%
WELL WELLTOWER INC COM 0.0%
Value ($000) $16 Shares 196 Est. Cost $56.18 Unrealized +44.5%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $16 Shares 150 Est. Cost $445.83 Unrealized -76.3%
BNTX BIONTECH SE ADS ISIN#US09075V1026 0.0%
Value ($000) $15 Shares 100 Est. Cost $170.00 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $15 Shares 60 Est. Cost $199.71 Unrealized +11.3%
VNQ VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF 0.0%
Value ($000) $15 Shares 166 Est. Cost $86.42 Unrealized
CAL CALERES INC COM 0.0%
Value ($000) $15 Shares 562 Est. Cost $10.45 Unrealized +125.9%
ACN ACCENTURE PLC IRELAND CLASS SHS ISIN#IE00B4BNMY34 0.0%
Value ($000) $15 Shares 53 Est. Cost $223.05 Unrealized +27.6%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $15 Shares 321 Est. Cost $31.93 Unrealized +36.4%
JELD JELD-WEN HLDG INC COM 0.0%
Value ($000) $15 Shares 1,015 Est. Cost $28.30 Unrealized -35.8%
SNAP SNAP INC CL A 0.0%
Value ($000) $14 Shares 1,090 Est. Cost $22.80 Unrealized 0.0%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $14 Shares 110 Est. Cost $98.18 Unrealized +19.9%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $14 Shares 435 Est. Cost $200.98 Unrealized -78.9%
STX SEAGATE TECHNOLOGY HLDGS PB LTD CO ISIN#IE00BKVD2N49 0.0%
Value ($000) $14 Shares 200 Est. Cost $75.21 Unrealized -4.5%
XLU SELECT SECTOR SPDR TR UTILS 0.0%
Value ($000) $14 Shares 200 Est. Cost $65.00 Unrealized
MLKN MILLERKNOLL INC COM 0.0%
Value ($000) $14 Shares 551 Est. Cost $29.83 Unrealized -10.5%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $14 Shares 100 Est. Cost $224.69 Unrealized -19.1%
NXPI NXP SEMICONDUCTORS NV COM STK ISIN#NL0009538784 0.0%
Value ($000) $14 Shares 96 Est. Cost $161.89 Unrealized 0.0%
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR ISIN#US03524A1088 0.0%
Value ($000) $14 Shares 251 Est. Cost $64.00 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $14 Shares 1,322 Est. Cost $12.54 Unrealized -25.9%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $14 Shares 190 Est. Cost $84.21 Unrealized
BMBL BUMBLE INC COM CL A 0.0%
Value ($000) $13 Shares 470 Est. Cost $43.66 Unrealized -37.8%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $13 Shares 128 Est. Cost $77.69 Unrealized +47.3%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $13 Shares 151 Est. Cost $79.36 Unrealized 0.0%
CARR CARRIER GLOBAL CORP COM 0.0%
Value ($000) $13 Shares 371 Est. Cost $33.81 Unrealized +10.3%
EPAC ENERPAC TOOL GROUP CORP CL A COM 0.0%
Value ($000) $13 Shares 698 Est. Cost $20.72 Unrealized -3.3%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $13 Shares 141 Est. Cost $104.21 Unrealized 0.0%
FTI TECHNIPFMC LIMITED REGISTERED SHS ISIN#GB00BDSFG982 0.0%
Value ($000) $13 Shares 1,946 Est. Cost $7.48 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $13 Shares 184 Est. Cost $60.07 Unrealized +15.6%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $38.73 Unrealized +68.2%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $13 Shares 300 Est. Cost $35.85 Unrealized +9.7%
INTU INTUIT INC 0.0%
Value ($000) $13 Shares 34 Est. Cost $601.47 Unrealized -32.8%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $12 Shares 85 Est. Cost $89.37 Unrealized +65.2%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $12 Shares 452 Est. Cost $17.29 Unrealized +59.2%
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $97.53 Unrealized +15.4%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $12 Shares 300 Est. Cost $104.34 Unrealized -48.8%
EXC EXELON CORP COM 0.0%
Value ($000) $12 Shares 261 Est. Cost $24.62 Unrealized +67.5%
RVTY PERKINELMER INC COM 0.0%
Value ($000) $11 Shares 76 Est. Cost $131.57 Unrealized +12.9%
IUSV ISHARES TR CORE S&P U S VALUE ETF 0.0%
Value ($000) $11 Shares 158 Est. Cost $75.95 Unrealized
SAVA CASSAVA SCIENCES INC COM 0.0%
Value ($000) $11 Shares 400 Est. Cost $83.46 Unrealized -69.7%
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $46.50 Unrealized +29.6%
CMI CUMMINS INC COM 0.0%
Value ($000) $11 Shares 56 Est. Cost $198.26 Unrealized -7.7%
SLAB SILICON LABORATORIES INC OC-COM 0.0%
Value ($000) $11 Shares 75 Est. Cost $112.65 Unrealized +24.3%
SUNPOWER CORP COM 0.0%
Value ($000) $11 Shares 691 Est. Cost $26.05 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $11 Shares 347 Est. Cost $23.72 Unrealized +30.8%
DHI D.R. HORTON INC 0.0%
Value ($000) $10 Shares 158 Est. Cost $67.77 Unrealized 0.0%
DWLD DAVIS FUNDAMENTAL ETF TR SELECT WORLDWIDE ETF 0.0%
Value ($000) $10 Shares 421 Est. Cost $30.95 Unrealized
TEKLA HEALTHCARE INVS SH BEN INT 0.0%
Value ($000) $10 Shares 528 Est. Cost $23.41 Unrealized
SNY SANOFI SPONS ADR ISIN#US80105N1054 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
TNL TRAVEL AND LEISURE CO COM 0.0%
Value ($000) $10 Shares 267 Est. Cost $45.04 Unrealized -6.4%
BOTZ GLOBAL X ROBOTICS & ARTFCL INTLLGNC ETF 0.0%
Value ($000) $10 Shares 514 Est. Cost $33.14 Unrealized
CGXU CAPITAL GROUP INTERNATIONAL FOCUS ETF 0.0%
Value ($000) $10 Shares 500 Est. Cost $20.00 Unrealized
CDK GLOBAL INC COM C/A EFF 07/07/22 1 OLD/ USD 54.87 PER SHARE 0.0%
Value ($000) $10 Shares 191 Est. Cost $52.36 Unrealized
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $88.03 Unrealized -42.3%
BWA BORGWARNER INC COM 0.0%
Value ($000) $10 Shares 300 Est. Cost $31.44 Unrealized -0.6%
OXY/WS OCCIDENTAL PETE CORP WT EXP 08/03/2027 0.0%
Value ($000) $10 Shares 277 Est. Cost $6.64 Unrealized
HAWAIIAN HLDGS INC COM 0.0%
Value ($000) $9 Shares 655 Est. Cost $15.45 Unrealized
IBKR INTERACTIVE BROKERS GROUP INC CL A - COM 0.0%
Value ($000) $9 Shares 170 Est. Cost $14.55 Unrealized 0.0%
IBB ISHARES TR BIOTECHNOLOGY ETF 0.0%
Value ($000) $9 Shares 77 Est. Cost $155.84 Unrealized
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $9 Shares 150 Est. Cost $89.68 Unrealized -28.4%
NOMD NOMAD FOODS LTD SHS ISIN#VGG6564A1057 0.0%
Value ($000) $9 Shares 452 Est. Cost $24.75 Unrealized -18.2%
ABNB AIRBNB INC CL A COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $171.69 Unrealized -24.2%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $9 Shares 300 Est. Cost $35.38 Unrealized +4.8%
DTM DT MIDSTREAM INC COM 0.0%
Value ($000) $9 Shares 181 Est. Cost $35.96 Unrealized +29.5%
PNR PENTAIR PLC SHS ISIN#IE00BLS09M33 0.0%
Value ($000) $9 Shares 196 Est. Cost $47.98 Unrealized -0.5%
PENN PENN NATL GAMING INC COM 0.0%
Value ($000) $9 Shares 292 Est. Cost $33.76 Unrealized 0.0%
CRUS CIRRUS LOGIC INC COM 0.0%
Value ($000) $9 Shares 120 Est. Cost $75.15 Unrealized +3.1%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $9 Shares 106 Est. Cost $96.89 Unrealized 0.0%
F FORD MTR CO DEL COM PAR $0 01 0.0%
Value ($000) $8 Shares 720 Est. Cost $13.78 Unrealized -23.5%
JBL JABIL INC COM 0.0%
Value ($000) $8 Shares 150 Est. Cost $37.14 Unrealized +54.3%
IVZ INVESCO LTD ORD SHS ISIN#BMG491BT11088 0.0%
Value ($000) $8 Shares 470 Est. Cost $15.23 Unrealized +4.9%
NVR NVR INC COM 0.0%
Value ($000) $8 Shares 2 Est. Cost $4260.24 Unrealized 0.0%
HTBK HERITAGE COMMERCE CO 0.0%
Value ($000) $8 Shares 741 Est. Cost $8.11 Unrealized +37.9%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $44.98 Unrealized +8.5%
LUCID GROUP INC COM 0.0%
Value ($000) $8 Shares 475 Est. Cost $37.89 Unrealized
EBAY EBAY INC COM 0.0%
Value ($000) $7 Shares 167 Est. Cost $45.42 Unrealized 0.0%
SLI STANDARD LITHIUM CP REGISTERED SHS ISIN#CA8536061010 0.0%
Value ($000) $7 Shares 1,630 Est. Cost $9.79 Unrealized -39.5%
R RYDER SYS INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $55.64 Unrealized +31.8%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $92.85 Unrealized -23.3%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $7 Shares 16 Est. Cost $636.54 Unrealized -23.4%
TWST TWIST BIOSCIENCE CORP 0.0%
Value ($000) $7 Shares 200 Est. Cost $125.96 Unrealized -71.9%
AG FIRST MAJESTIC SILVER CORP COM ISIN#CA32076V1031 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $13.70 Unrealized -29.5%
VIG VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS 0.0%
Value ($000) $7 Shares 50 Est. Cost $137.93 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $7 Shares 225 Est. Cost $41.87 Unrealized -13.6%
EDIT EDITAS MEDICINE INC COM 0.0%
Value ($000) $7 Shares 600 Est. Cost $23.91 Unrealized -44.0%
PAR PAR TECHNOLOGY CORP COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $49.09 Unrealized -26.8%
ERIC ERICSSON 0.0%
Value ($000) $7 Shares 1,011 Est. Cost $6.92 Unrealized
GVYB GOLDEN VY BANCSHARES INC COM 0.0%
Value ($000) $7 Shares 421 Est. Cost $10.79 Unrealized +65.5%
NTAP NETAPP INC COM 0.0%
Value ($000) $7 Shares 104 Est. Cost $51.87 Unrealized +26.9%
NVT NVENT ELECTRIC PLC REGISTERED SHS ISIN#IE00BDVJJQ56 0.0%
Value ($000) $6 Shares 196 Est. Cost $19.34 Unrealized +67.6%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $6 Shares 29 Est. Cost $141.39 Unrealized +37.8%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $6 Shares 190 Est. Cost $50.91 Unrealized -35.1%
OGN ORGANON & CO COM 0.0%
Value ($000) $6 Shares 190 Est. Cost $26.28 Unrealized +12.3%
SYF SYNCHRONY FINL COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $26.74 Unrealized +19.2%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $6 Shares 20 Est. Cost $257.79 Unrealized +29.3%
CB CHUBB LTD COM ISIN#CH0044328745 0.0%
Value ($000) $6 Shares 28 Est. Cost $150.25 Unrealized +30.6%
CCL CARNIVAL CORP PAIRED CTF 1 COM CARNIVAL CORP & 1 TR SH BEN INT P&O PRINCESS SPL VTG TR ISIN#PA1436583006 0.0%
Value ($000) $6 Shares 684 Est. Cost $17.78 Unrealized -17.5%
VEU VANGUARD INTL EQUITY INDEX FDS VANGUARD FTSE ALL WORLD EX US ETF 0.0%
Value ($000) $6 Shares 114 Est. Cost $61.40 Unrealized
QURATE RETAIL INC QVC GROUP COM SER A 0.0%
Value ($000) $5 Shares 1,913 Est. Cost $2.61 Unrealized
JAMF HLDG CORP COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $30.00 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $5 Shares 64 Est. Cost $73.42 Unrealized -2.2%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $5 Shares 87 Est. Cost $47.25 Unrealized +23.6%
CLEARBRIDGE ENERGY MIDSTREAM OPPORTUNITY FD INC COM NEW 0.0%
Value ($000) $5 Shares 207 Est. Cost $19.32 Unrealized
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.0%
Value ($000) $5 Shares 112 Est. Cost $62.50 Unrealized
BERRY GLOBAL GROUP INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $60.00 Unrealized
TOTALENERGIES SE SPONS ADR ISIN#US89151E1091 0.0%
Value ($000) $5 Shares 100 Est. Cost $45.11 Unrealized
JOBY JOBY AVIATION INC COM ISIN#KYG651631007 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $10.08 Unrealized -47.7%
EWBC EAST WEST BANCORP INC COM 0.0%
Value ($000) $5 Shares 81 Est. Cost $64.68 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR 0.0%
Value ($000) $4 Shares 50 Est. Cost $120.00 Unrealized
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $148.17 Unrealized -50.3%
JCI JOHNSON CTLS INTL PLC SHS ISIN#IE00BY7QL619 0.0%
Value ($000) $4 Shares 77 Est. Cost $40.18 Unrealized +28.9%
PARAMOUNT GLOBAL CL B 0.0%
Value ($000) $4 Shares 172 Est. Cost $38.15 Unrealized
PRTA PROTHENA CORP PLC SHS ISIN#IE00B91XRN20 0.0%
Value ($000) $4 Shares 155 Est. Cost $11.83 Unrealized +147.3%
GAP GAP INC COM 0.0%
Value ($000) $4 Shares 500 Est. Cost $15.00 Unrealized -34.2%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $136.81 Unrealized +17.2%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $4 Shares 75 Est. Cost $246.15 Unrealized -61.3%
WAB WABTEC COM 0.0%
Value ($000) $4 Shares 44 Est. Cost $66.42 Unrealized +31.5%
NTR NUTRIEN LTD REGISTERED SHS ISIN#CA67077M1086 0.0%
Value ($000) $4 Shares 51 Est. Cost $73.42 Unrealized +17.7%
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $33.07 Unrealized +21.0%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $181.01 Unrealized +1.1%
ONON ON HOLDING AG NAMEN-AKT -A- ISIN#CH1134540470 0.0%
Value ($000) $3 Shares 175 Est. Cost $30.96 Unrealized -30.1%
MYGN MYRIAD GENETICS INC COM 0.0%
Value ($000) $3 Shares 150 Est. Cost $16.15 Unrealized +28.6%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $247.58 Unrealized -10.8%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $347.27 Unrealized -7.7%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 9 Est. Cost $424.73 Unrealized -1.9%
VALE VALE S A ADR ISIN#US91912E1055 0.0%
Value ($000) $3 Shares 237 Est. Cost $15.24 Unrealized
EVGO EVGO INC CL A COM 0.0%
Value ($000) $3 Shares 428 Est. Cost $10.95 Unrealized -13.1%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $3 Shares 350 Est. Cost $24.39 Unrealized -59.5%
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.0%
Value ($000) $2 Shares 3 Est. Cost $768.01 Unrealized -16.2%
CHARGEPOINT HLDGS INC CL A 0.0%
Value ($000) $2 Shares 166 Est. Cost $18.07 Unrealized
OLED UNIVERSAL DISPLAY CORP COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $204.14 Unrealized -39.4%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $2 Shares 25 Est. Cost $111.79 Unrealized +25.6%
QS QUANTUMSCAPE CORP CL A 0.0%
Value ($000) $2 Shares 200 Est. Cost $18.09 Unrealized -26.2%
VRTS VIRTUS INVT PARTNERS INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $151.05 Unrealized +6.9%
BLNK BLINK CHARGING CO COM 0.0%
Value ($000) $2 Shares 116 Est. Cost $32.19 Unrealized -41.7%
ZIMVIE INC COM 0.0%
Value ($000) $2 Shares 98 Est. Cost $24.84 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $2 Shares 44 Est. Cost $33.58 Unrealized +43.7%
AMLP ALPS ETF TR ALERIAN MLP ETF NEW 0.0%
Value ($000) $2 Shares 60 Est. Cost $33.33 Unrealized
AA ALCOA CORP COM 0.0%
Value ($000) $2 Shares 44 Est. Cost $16.62 Unrealized +274.2%
KD KYNDRYL HLDGS INC COM 0.0%
Value ($000) $2 Shares 183 Est. Cost $21.59 Unrealized -46.1%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $134.60 Unrealized +12.2%
SLVM SYLVAMO CORP COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $26.31 Unrealized +44.0%
SUMO LOGIC INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
TRV TRAVELERS COS INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $115.62 Unrealized +40.0%
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $1 Shares 56 Est. Cost $17.86 Unrealized
MAXEON SOLAR TECHNOLOGIES LTD ORD SHS ISIN#SGXZ25336314 0.0%
Value ($000) $1 Shares 84 Est. Cost $23.81 Unrealized
CMP COMPASS MINERALS INTL INC COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $54.63 Unrealized -12.7%
CC CHEMOURS CO COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $19.82 Unrealized +62.6%
CXW CORECIVIC INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.19 Unrealized +67.9%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $1 Shares 36 Est. Cost $150.83 Unrealized -78.8%
ARLO ARLO TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $6.09 Unrealized +20.2%
HTZ HERTZ GLOBAL HLDGS INC NEW COM NEW 0.0%
Value ($000) $1 Shares 60 Est. Cost $25.48 Unrealized -22.6%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $214.58 Unrealized +11.1%
BROOKFIELD ASSET MGMT INC VTG SHS CL A ISIN#CA1125851040 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.56 Unrealized
ONCY ONCOLYTICS BIOTECH INC REGISTERED SHS ISIN#CA6823108759 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $2.40 Unrealized -49.2%
MICRO FOCUS INTERNATIONAL PLC SHS AMERICAN DEPOSITARY SHARES ISIN#US5948374039 0.0%
Value ($000) $0 Shares 113 Est. Cost Unrealized
MFS INTER INCOME TR SH BEN INT 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
BED BATH & BEYOND INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $20.00 Unrealized
BAUDAX BIO INC COM NEW 0.0%
Value ($000) $0 Shares 45 Est. Cost Unrealized
AURORA CANNABIS INC REGISTERED SHS ISIN#CA05156X8843 0.0%
Value ($000) $0 Shares 41 Est. Cost Unrealized
AQUABOUNTY TECHNOLOGIES INC COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
OTEX OPEN TEXT CORP COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $37.13 Unrealized -4.7%
WB WEIBO CORP SPONS ADR ISIN#US9485961018 0.0%
Value ($000) $0 Shares 20 Est. Cost $50.00 Unrealized
OBE OBSIDIAN ENERGY LTD REGISTERED SHS ISIN#CA6744822033 0.0%
Value ($000) $0 Shares 7 Est. Cost $7.30 Unrealized +21.2%
RIVN RIVIAN AUTOMOTIVE INC CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $115.22 Unrealized -72.9%
ENR ENERGIZER HLDGS INC NEW COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $34.38 Unrealized -25.5%
EMBC EMBECTA CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $25.42 Unrealized 0.0%
RITE AID CORP COM PAR $1 00 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
PACB PACIFIC BIOSCIENCES CALIF INC COM 0.0%
Value ($000) $0 Shares 60 Est. Cost $11.51 Unrealized -47.2%
CREDIT SUISSE GROUP SPONSORED ADR 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
SANM SANMINA CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $29.66 Unrealized +39.4%
EPC EDGEWELL PERS CARE CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $29.63 Unrealized +13.6%