SITTNER & NELSON, LLC Diversified Active

CIK: 0001846138 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 9, 2023

Total Value ($000): $174,254 (100.0% shares, 0.0% debt)

Holdings (491)

AAPL APPLE INC COM 16.3%
Value ($000) $28,415 Shares 172,314 Est. Cost $128.22 Unrealized +13.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 10.9%
Value ($000) $19,065 Shares 61,744 Est. Cost $220.20 Unrealized +40.0%
MSFT MICROSOFT CORP COM 3.7%
Value ($000) $6,374 Shares 22,110 Est. Cost $222.96 Unrealized +11.9%
CVX CHEVRON CORP NEW COM 2.6%
Value ($000) $4,547 Shares 27,869 Est. Cost $65.32 Unrealized +127.3%
SBUX STARBUCKS CORP COM 2.5%
Value ($000) $4,326 Shares 41,542 Est. Cost $84.98 Unrealized +14.2%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 2.4%
Value ($000) $4,190 Shares 9 Est. Cost $330761.80 Unrealized +41.1%
SYK STRYKER CORP COMMON 1.9%
Value ($000) $3,301 Shares 11,562 Est. Cost $214.61 Unrealized +20.1%
NKE NIKE INC CL B 1.9%
Value ($000) $3,241 Shares 26,430 Est. Cost $120.85 Unrealized -3.4%
JNJ JOHNSON & JOHNSON COM 1.5%
Value ($000) $2,605 Shares 16,805 Est. Cost $132.08 Unrealized +12.0%
GOOG ALPHABET INC CAP STK CL C 1.5%
Value ($000) $2,540 Shares 24,420 Est. Cost $108.99 Unrealized -12.1%
COST COSTCO WHOLESALE CORP NEW COM 1.4%
Value ($000) $2,439 Shares 4,909 Est. Cost $367.84 Unrealized +28.1%
SPY SPDR S&P 500 ETF TR TR UNIT 1.3%
Value ($000) $2,293 Shares 5,600 Est. Cost $375.07 Unrealized
PFE PFIZER INC COM 1.3%
Value ($000) $2,224 Shares 54,519 Est. Cost $33.35 Unrealized +9.6%
WY WEYERHAEUSER CO COM 1.2%
Value ($000) $2,078 Shares 68,963 Est. Cost $24.92 Unrealized +14.7%
GOOGL ALPHABET INC CL A 1.2%
Value ($000) $2,039 Shares 19,652 Est. Cost $108.64 Unrealized -12.4%
EW EDWARDS LIFESCIENCES CORP COM 1.1%
Value ($000) $1,983 Shares 23,965 Est. Cost $84.55 Unrealized -7.0%
AMGN AMGEN INC COM 1.1%
Value ($000) $1,971 Shares 8,153 Est. Cost $198.44 Unrealized +12.9%
CGDV CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT 1.1%
Value ($000) $1,964 Shares 78,744 Est. Cost $22.63 Unrealized
JPM JPMORGAN CHASE & CO COM 1.1%
Value ($000) $1,962 Shares 15,059 Est. Cost $103.31 Unrealized +24.1%
FAST FASTENAL CO COM 1.1%
Value ($000) $1,926 Shares 35,702 Est. Cost $20.74 Unrealized +15.2%
AMZN AMAZON COM INC COM 1.1%
Value ($000) $1,851 Shares 17,919 Est. Cost $122.42 Unrealized -21.1%
ILMN ILLUMINA INC COM 1.1%
Value ($000) $1,833 Shares 7,881 Est. Cost $305.60 Unrealized -33.0%
TKR TIMKEN CO COM 1.0%
Value ($000) $1,791 Shares 21,919 Est. Cost $68.06 Unrealized +18.9%
SMMU PIMCO ETF TR SHORT TERM MUN BD ACTIVE ETF 1.0%
Value ($000) $1,788 Shares 35,915 Est. Cost $50.64 Unrealized
XOM EXXON MOBIL CORP COM 1.0%
Value ($000) $1,782 Shares 16,247 Est. Cost $32.74 Unrealized +206.0%
GBX GREENBRIER COS INC COM 1.0%
Value ($000) $1,730 Shares 53,777 Est. Cost $28.79 Unrealized -3.4%
AVAV AEROVIRONMENT INC COM 0.9%
Value ($000) $1,590 Shares 17,343 Est. Cost $80.13 Unrealized +10.5%
LIN LINDE PLC NEW SHS ISIN#IE000S9YS762 0.9%
Value ($000) $1,491 Shares 4,234 Est. Cost $322.30 Unrealized 0.0%
PG PROCTER & GAMBLE CO COM 0.8%
Value ($000) $1,468 Shares 9,875 Est. Cost $123.58 Unrealized +7.8%
DIS DISNEY WALT CO DISNEY COM 0.8%
Value ($000) $1,432 Shares 14,302 Est. Cost $134.24 Unrealized -26.6%
NVDA NVIDIA CORP COM 0.8%
Value ($000) $1,390 Shares 5,005 Est. Cost $18.70 Unrealized +15.6%
COLB COLUMBIA BKG SYS INC COM 0.7%
Value ($000) $1,294 Shares 60,428 Est. Cost $25.03 Unrealized -6.9%
INTC INTEL CORP COM 0.7%
Value ($000) $1,275 Shares 39,040 Est. Cost $42.85 Unrealized -35.8%
EMR EMERSON ELEC CO COM 0.7%
Value ($000) $1,262 Shares 14,481 Est. Cost $68.61 Unrealized +20.4%
NVS NOVARTIS AG SPONSORED ADR 0.7%
Value ($000) $1,255 Shares 13,638 Est. Cost $90.43 Unrealized
TRMB TRIMBLE INC COM 0.6%
Value ($000) $1,124 Shares 21,445 Est. Cost $58.48 Unrealized -8.8%
VZ VERIZON COMMUNICATIONS INC COM 0.6%
Value ($000) $1,019 Shares 26,193 Est. Cost $40.21 Unrealized -18.7%
USB US BANCORP DEL COM NEW 0.5%
Value ($000) $948 Shares 26,305 Est. Cost $37.68 Unrealized +2.5%
TSLA TESLA INC COM 0.5%
Value ($000) $907 Shares 4,374 Est. Cost $241.82 Unrealized -27.9%
BA BOEING CO COM 0.5%
Value ($000) $902 Shares 4,246 Est. Cost $194.14 Unrealized +7.0%
MTUS TIMKENSTEEL CORP COM 0.5%
Value ($000) $884 Shares 48,220 Est. Cost $4.52 Unrealized +313.0%
AZN ASTRAZENECA PLC SPONSORED ADR ISIN#US0463531089 0.5%
Value ($000) $873 Shares 12,581 Est. Cost $51.07 Unrealized
IVOO VANGUARD ADMIRAL FDS INC S&P MIDCAP 400 INDEX FD ETF SHS 0.5%
Value ($000) $837 Shares 9,880 Est. Cost $120.14 Unrealized
ACTIVISION BLIZZARD INC COM 0.5%
Value ($000) $787 Shares 9,200 Est. Cost $77.29 Unrealized
MRK MERCK & CO INC NEW COM 0.4%
Value ($000) $778 Shares 7,312 Est. Cost $68.59 Unrealized +43.9%
HD HOME DEPOT INC COM 0.4%
Value ($000) $744 Shares 2,522 Est. Cost $249.68 Unrealized +14.0%
T AT&T INC COM 0.4%
Value ($000) $710 Shares 36,880 Est. Cost $15.31 Unrealized +6.8%
WFC WELLS FARGO & CO NEW COM 0.4%
Value ($000) $679 Shares 18,170 Est. Cost $29.10 Unrealized +39.1%
BMY BRISTOL MYERS SQUIBB CO COM 0.4%
Value ($000) $663 Shares 9,565 Est. Cost $53.81 Unrealized +14.3%
MMM 3M CO COM 0.4%
Value ($000) $647 Shares 6,160 Est. Cost $107.69 Unrealized -21.2%
DFNL DAVIS FUNDAMENTAL ETF TR SELECT FINL ETF 0.4%
Value ($000) $646 Shares 24,890 Est. Cost $25.92 Unrealized
MDT MEDTRONIC PLC SHS ISIN#IE00BTN1Y115 0.4%
Value ($000) $641 Shares 7,949 Est. Cost $95.00 Unrealized -21.6%
QQQ INVESCO QQQ TR UNIT SER 1 0.4%
Value ($000) $619 Shares 1,930 Est. Cost $314.37 Unrealized
KO COCA COLA CO COM 0.3%
Value ($000) $607 Shares 9,791 Est. Cost $48.16 Unrealized +15.0%
CGXU CAPITAL GROUP INTL FOCUS EQUITY ETF SHS CREATION UNIT 0.3%
Value ($000) $603 Shares 26,024 Est. Cost $19.39 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.3%
Value ($000) $563 Shares 4,073 Est. Cost $110.25 Unrealized +29.9%
CAT CATERPILLAR INS COM 0.3%
Value ($000) $553 Shares 2,416 Est. Cost $178.69 Unrealized +29.0%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $538 Shares 10,301 Est. Cost $40.32 Unrealized +11.2%
GILD GILEAD SCIENCES INC COM 0.3%
Value ($000) $524 Shares 6,319 Est. Cost $52.62 Unrealized +41.9%
AXTA AXALTA COATING SYSTEMS LTD SHS ISIN#BMG0750C1082 0.3%
Value ($000) $521 Shares 17,200 Est. Cost $27.24 Unrealized +5.5%
META META PLATFORMS INC CL A 0.3%
Value ($000) $517 Shares 2,441 Est. Cost $256.48 Unrealized -34.1%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $492 Shares 1,761 Est. Cost $199.47 Unrealized +25.6%
PPG PPG INDS INC COM 0.3%
Value ($000) $477 Shares 3,567 Est. Cost $125.98 Unrealized -3.9%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS NEW 0.3%
Value ($000) $476 Shares 1,265 Est. Cost $365.14 Unrealized
SHOCKWAVE MED INC COM 0.3%
Value ($000) $464 Shares 2,140 Est. Cost $110.21 Unrealized
SO SOUTHERN CO COM 0.3%
Value ($000) $453 Shares 6,517 Est. Cost $57.29 Unrealized +5.9%
DUK DUKE ENERGY CORP NEW COM NEW 0.3%
Value ($000) $451 Shares 4,673 Est. Cost $82.93 Unrealized +6.3%
GSK GSK PLC SPONSORED ADR NEW 0.2%
Value ($000) $434 Shares 12,206 Est. Cost $29.73 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.2%
Value ($000) $434 Shares 2,370 Est. Cost $174.97 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT 0.2%
Value ($000) $433 Shares 18,261 Est. Cost $21.69 Unrealized
VDE VANGUARD WORLD FDS VANGUARD ENERGY ETF 0.2%
Value ($000) $426 Shares 3,730 Est. Cost $57.41 Unrealized
SHEL SHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US7802593050 0.2%
Value ($000) $418 Shares 7,272 Est. Cost $54.92 Unrealized
TCBK TRICO BANCSHARES COM 0.2%
Value ($000) $411 Shares 9,887 Est. Cost $31.57 Unrealized +52.7%
NVO NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR SAME CUSIP 0.2%
Value ($000) $403 Shares 2,530 Est. Cost $87.75 Unrealized
PEP PEPSICO INC COM 0.2%
Value ($000) $402 Shares 2,206 Est. Cost $132.19 Unrealized +20.1%
BAC BANK AMER CORP COM 0.2%
Value ($000) $390 Shares 13,621 Est. Cost $26.64 Unrealized +14.8%
UPS UNITED PARCEL SVC INC CL B 0.2%
Value ($000) $390 Shares 2,008 Est. Cost $152.80 Unrealized +3.5%
WMT WALMART INC COM 0.2%
Value ($000) $382 Shares 2,593 Est. Cost $45.02 Unrealized +1.7%
ABBV ABBVIE INC COM 0.2%
Value ($000) $378 Shares 2,374 Est. Cost $103.74 Unrealized +33.1%
SNOW SNOWFLAKE INC CL A 0.2%
Value ($000) $374 Shares 2,423 Est. Cost $277.07 Unrealized -47.1%
EIX EDISON INTL COM 0.2%
Value ($000) $371 Shares 5,252 Est. Cost $49.05 Unrealized +20.7%
MCY MERCURY GEN CORP NEW COM 0.2%
Value ($000) $360 Shares 11,345 Est. Cost $45.63 Unrealized -25.2%
SHW SHERWIN-WILLIAMS CO COM 0.2%
Value ($000) $357 Shares 1,590 Est. Cost $250.30 Unrealized -10.9%
PRU PRUDENTIAL FINL INC COM 0.2%
Value ($000) $357 Shares 4,312 Est. Cost $84.99 Unrealized -2.7%
LLY LILLY ELI & CO COM 0.2%
Value ($000) $344 Shares 1,003 Est. Cost $222.79 Unrealized +48.1%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.2%
Value ($000) $338 Shares 3,452 Est. Cost $66.98 Unrealized +37.8%
LASR NLIGHT INC COM 0.2%
Value ($000) $332 Shares 32,584 Est. Cost $27.43 Unrealized -58.0%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $325 Shares 687 Est. Cost $337.61 Unrealized +35.4%
UNP UNION PAC CORP COM 0.2%
Value ($000) $324 Shares 1,610 Est. Cost $179.44 Unrealized +5.5%
UNILEVER PLC SPON ADR NEW ISIN#US9047677045 0.2%
Value ($000) $322 Shares 6,198 Est. Cost $53.15 Unrealized
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $316 Shares 3,246 Est. Cost $73.01 Unrealized +19.1%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $306 Shares 3,976 Est. Cost $65.82 Unrealized +7.3%
TCHP T ROWE PRICE EXCHANGE-TRADED FDS INC BLUE CHIP GROWTH ETF 0.2%
Value ($000) $306 Shares 12,765 Est. Cost $21.47 Unrealized
V VISA INC COM CL A 0.2%
Value ($000) $285 Shares 1,263 Est. Cost $199.21 Unrealized +9.4%
TROW PRICE T ROWE GROUP INC COM 0.2%
Value ($000) $282 Shares 2,500 Est. Cost $108.17 Unrealized -8.0%
DOW DOW INC COM 0.2%
Value ($000) $281 Shares 5,118 Est. Cost $43.15 Unrealized +9.6%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $279 Shares 1,694 Est. Cost $115.66 Unrealized +38.3%
CSX CSX CORP COM 0.2%
Value ($000) $279 Shares 9,310 Est. Cost $29.94 Unrealized -1.6%
ISRG INTUITIVE SURGICAL INC COM NEW 0.2%
Value ($000) $273 Shares 1,068 Est. Cost $293.91 Unrealized -16.2%
FDX FEDEX CORP COM 0.2%
Value ($000) $272 Shares 1,189 Est. Cost $201.55 Unrealized -5.4%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $257 Shares 5,767 Est. Cost $32.06 Unrealized +13.2%
EPD ENTERPRISE PRODS PARTNERS L P COM UNIT 0.1%
Value ($000) $257 Shares 9,904 Est. Cost $19.83 Unrealized
ZBH ZIMMER BIOMET HLDGS INC COM 0.1%
Value ($000) $256 Shares 1,981 Est. Cost $127.07 Unrealized -3.7%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $247 Shares 6,525 Est. Cost $35.66 Unrealized -2.9%
WINN HARBOR ETF TR HARBOR LONG-TERM GROWERS ETF 0.1%
Value ($000) $240 Shares 14,890 Est. Cost $13.70 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $235 Shares 498 Est. Cost $351.22 Unrealized +23.4%
DLB DOLBY LABORATORIES INC CL A 0.1%
Value ($000) $232 Shares 2,713 Est. Cost $75.86 Unrealized +1.1%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $230 Shares 4,909 Est. Cost $43.30 Unrealized +2.3%
IBM INTERNATIONAL BUSINESS MACHS CORP COM 0.1%
Value ($000) $228 Shares 1,738 Est. Cost $107.93 Unrealized +11.9%
BX BLACKSTONE INC COM 0.1%
Value ($000) $216 Shares 2,454 Est. Cost $83.93 Unrealized -3.3%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $215 Shares 2,243 Est. Cost $65.69 Unrealized +29.1%
BTI BRITISH AMERN TOB PLC SPONSORED ADR ISIN#US1104481072 0.1%
Value ($000) $213 Shares 6,079 Est. Cost $36.94 Unrealized
CRM SALESFORCE INC COM 0.1%
Value ($000) $198 Shares 992 Est. Cost $196.57 Unrealized -15.1%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.1%
Value ($000) $197 Shares 1,222 Est. Cost $115.14 Unrealized +47.4%
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $197 Shares 11,266 Est. Cost $14.39 Unrealized +5.9%
IFRA ISHARES TR U S INFRASTRUCTURE ETF 0.1%
Value ($000) $187 Shares 5,000 Est. Cost $34.20 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNERSHIP INTERESTS 0.1%
Value ($000) $183 Shares 5,000 Est. Cost $40.67 Unrealized
LAM RESH CORP COM 0.1%
Value ($000) $174 Shares 328 Est. Cost $465.85 Unrealized
MINT PIMCO ETF TR ENHANCED SHORT MAT ACTIVE ETF 0.1%
Value ($000) $174 Shares 1,750 Est. Cost $101.93 Unrealized
BROS DUTCH BROS INC CL A 0.1%
Value ($000) $173 Shares 5,470 Est. Cost $44.02 Unrealized -23.1%
F FORD MTR CO DEL COM PAR $0 01 0.1%
Value ($000) $173 Shares 13,720 Est. Cost $11.02 Unrealized -7.4%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $173 Shares 775 Est. Cost $149.83 Unrealized +41.1%
DE DEERE & CO COM 0.1%
Value ($000) $172 Shares 416 Est. Cost $272.17 Unrealized +45.9%
LYB LYONDELLBASELL INDUSTRIES N V ORD SHS CL A 0.1%
Value ($000) $170 Shares 1,814 Est. Cost $71.33 Unrealized +6.9%
EA ELECTRONIC ARTS INC COM 0.1%
Value ($000) $170 Shares 1,410 Est. Cost $124.50 Unrealized -7.1%
MPT MEDICAL PPTYS TR INC COM 0.1%
Value ($000) $169 Shares 20,561 Est. Cost $14.70 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $167 Shares 1,800 Est. Cost $65.21 Unrealized +30.0%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $164 Shares 1,677 Est. Cost $98.19 Unrealized -17.1%
VBR VANGUARD INDEX FDS VANGUARD SMALL-CAP VALUE ETF 0.1%
Value ($000) $163 Shares 1,027 Est. Cost $179.16 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN-AKT ISIN# CH0334081137 0.1%
Value ($000) $160 Shares 3,537 Est. Cost $116.24 Unrealized -58.2%
UVV UNIVERSAL CORP VA COM 0.1%
Value ($000) $160 Shares 3,021 Est. Cost $51.41 Unrealized +2.1%
INGR INGREDION INC COM 0.1%
Value ($000) $157 Shares 1,548 Est. Cost $77.11 Unrealized +29.4%
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $157 Shares 5,248 Est. Cost $23.33 Unrealized +16.3%
NFLX NETFLIX INC COM 0.1%
Value ($000) $154 Shares 447 Est. Cost $43.48 Unrealized -23.9%
BP BP PLC SPONS ADR 0.1%
Value ($000) $154 Shares 4,069 Est. Cost $25.50 Unrealized
VO VANGUARD INDEX FDS VANGUARD MID-CAP ETF 0.1%
Value ($000) $149 Shares 708 Est. Cost $225.85 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $146 Shares 2,000 Est. Cost $81.00 Unrealized
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $146 Shares 2,415 Est. Cost $58.20 Unrealized -0.8%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR NO PAR 0.1%
Value ($000) $145 Shares 13,100 Est. Cost $12.83 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $142 Shares 2,548 Est. Cost $62.80 Unrealized -19.5%
ITOT ISHARES TR CORE S&P TOTAL U S STK MKT ETF 0.1%
Value ($000) $142 Shares 1,570 Est. Cost $98.09 Unrealized
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $142 Shares 3,661 Est. Cost $32.15 Unrealized +6.4%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $141 Shares 1,393 Est. Cost $56.16 Unrealized +63.2%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $139 Shares 1,403 Est. Cost $34.01 Unrealized +192.6%
CNQ CANADIAN NATURAL RES LTD ISIN#CA1363851017 0.1%
Value ($000) $139 Shares 2,513 Est. Cost $16.95 Unrealized +48.5%
ROYCE VALUE TR INC COM 0.1%
Value ($000) $136 Shares 9,996 Est. Cost $16.13 Unrealized
VXUS VANGUARD STAR FDS VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS 0.1%
Value ($000) $132 Shares 2,387 Est. Cost $60.86 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $130 Shares 1,744 Est. Cost $65.63 Unrealized +14.6%
GRMN GARMIN LTD SHS ISIN#CH0114405324 0.1%
Value ($000) $126 Shares 1,247 Est. Cost $96.24 Unrealized -4.4%
GE GENERAL ELEC CO COM NEW 0.1%
Value ($000) $125 Shares 1,305 Est. Cost $61.59 Unrealized +7.0%
HANESBRANDS INC COM 0.1%
Value ($000) $124 Shares 23,600 Est. Cost $6.77 Unrealized
CLX CLOROX CO COM 0.1%
Value ($000) $123 Shares 776 Est. Cost $176.37 Unrealized -22.8%
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $123 Shares 3,000 Est. Cost $33.07 Unrealized +20.9%
XAR SPDR SER TR S&P AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $122 Shares 1,040 Est. Cost $114.42 Unrealized
HPQ HP INC COM 0.1%
Value ($000) $119 Shares 4,067 Est. Cost $17.78 Unrealized +44.7%
ADBE ADOBE SYS INC COM 0.1%
Value ($000) $118 Shares 306 Est. Cost $383.10 Unrealized -7.2%
NUE NUCOR CORP COM 0.1%
Value ($000) $114 Shares 739 Est. Cost $103.03 Unrealized +47.8%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $110 Shares 836 Est. Cost $92.76 Unrealized +31.2%
ABT ABBOTT LABS COM 0.1%
Value ($000) $109 Shares 1,081 Est. Cost $100.90 Unrealized -0.9%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $106 Shares 649 Est. Cost $122.23 Unrealized +19.7%
FICO FAIR ISAAC CORPORATION COM 0.1%
Value ($000) $105 Shares 150 Est. Cost $465.09 Unrealized +43.0%
DIA SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 0.1%
Value ($000) $100 Shares 300 Est. Cost $306.67 Unrealized
GLW CORNING INC COM 0.1%
Value ($000) $95 Shares 2,688 Est. Cost $30.92 Unrealized +3.9%
CWT CALIFORNIA WTR SVC GROUP COM 0.1%
Value ($000) $94 Shares 1,620 Est. Cost $44.12 Unrealized +25.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADR ISIN#US01609W1027 0.1%
Value ($000) $92 Shares 900 Est. Cost $174.41 Unrealized
RF REGIONS FINANCIAL CP NEW 0.1%
Value ($000) $92 Shares 4,950 Est. Cost $18.80 Unrealized +1.3%
CGGR CAPITAL GROUP GROWTH ETF SHS CREATION UNIT 0.1%
Value ($000) $90 Shares 4,000 Est. Cost $19.91 Unrealized
MRNA MODERNA INC COM 0.1%
Value ($000) $89 Shares 580 Est. Cost $135.87 Unrealized +21.4%
IJH ISHARES TR CORE S&P MID-CAP ETF 0.1%
Value ($000) $88 Shares 353 Est. Cost $238.92 Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $87 Shares 1,150 Est. Cost $48.96 Unrealized +46.0%
DFUV DIMENSIONAL ETF TR US MARKETWIDE VALUE ETF 0.0%
Value ($000) $86 Shares 2,565 Est. Cost $31.58 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $85 Shares 670 Est. Cost $130.09 Unrealized -10.5%
VHT VANGUARD WORLD FDS VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $84 Shares 352 Est. Cost $236.09 Unrealized
XYL XYLEM INC COM 0.0%
Value ($000) $84 Shares 800 Est. Cost $88.59 Unrealized +13.9%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $81 Shares 604 Est. Cost $50.21 Unrealized +134.2%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $81 Shares 175 Est. Cost $280.94 Unrealized +57.3%
ALC ALCON SA ACT NOM ISIN#CH0432492467 0.0%
Value ($000) $80 Shares 1,126 Est. Cost $61.67 Unrealized +14.2%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR 0.0%
Value ($000) $79 Shares 850 Est. Cost $77.17 Unrealized
REGN REGENERON PHARMACEUTICALS INC COM 0.0%
Value ($000) $78 Shares 95 Est. Cost $605.24 Unrealized +23.9%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $76 Shares 1,218 Est. Cost $12.92 Unrealized +358.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $75 Shares 238 Est. Cost $266.13 Unrealized +12.7%
CGGO CAPITAL GROUP GLOBAL GROWTH ETF SHS CREATION UNIT 0.0%
Value ($000) $75 Shares 3,250 Est. Cost $20.00 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $74 Shares 2,175 Est. Cost $35.66 Unrealized +4.6%
PHG KONINKLIJKE PHILIPS N V ISIN#US5004723038 0.0%
Value ($000) $73 Shares 3,992 Est. Cost $45.70 Unrealized
IWP ISHARES TR RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $73 Shares 800 Est. Cost $102.50 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $72 Shares 794 Est. Cost $69.73 Unrealized +17.7%
FHN FIRST HORIZON CORP COM 0.0%
Value ($000) $72 Shares 4,051 Est. Cost $9.76 Unrealized +103.7%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $71 Shares 577 Est. Cost $78.75 Unrealized +42.1%
BEP BROOKFIELD RENEWABLE PARTNERS LP 0.0%
Value ($000) $71 Shares 2,250 Est. Cost $36.00 Unrealized
MAA MID-AMERICA APARTMENT COMMUNITIES INC 0.0%
Value ($000) $70 Shares 465 Est. Cost $137.82 Unrealized +2.7%
DEO DIAGEO PLC SPONSORED ADR NEW ISIN#US25243Q2057 0.0%
Value ($000) $69 Shares 382 Est. Cost $163.17 Unrealized
DHR DANAHER CORP COM 0.0%
Value ($000) $68 Shares 271 Est. Cost $216.52 Unrealized +3.5%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $68 Shares 207 Est. Cost $240.95 Unrealized +34.3%
NHI NATIONAL HEALTH INVESTORS INC 0.0%
Value ($000) $67 Shares 1,300 Est. Cost $57.69 Unrealized
CI CIGNA GROUP COM 0.0%
Value ($000) $67 Shares 261 Est. Cost $201.90 Unrealized +36.8%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $66 Shares 251 Est. Cost $139.80 Unrealized +77.4%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $64 Shares 889 Est. Cost $23.71 Unrealized +20.9%
QUAL ISHARES TR MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $63 Shares 511 Est. Cost $133.67 Unrealized
MAG SILVER CORP COM ISIN#CA55903Q1046 0.0%
Value ($000) $63 Shares 5,000 Est. Cost $15.00 Unrealized
VLO VALERO ENERGY CORP NEW COM 0.0%
Value ($000) $63 Shares 450 Est. Cost $40.57 Unrealized +203.2%
LOW LOWES COS INC COM 0.0%
Value ($000) $60 Shares 302 Est. Cost $180.85 Unrealized +6.3%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $60 Shares 3,784 Est. Cost $9.96 Unrealized +45.2%
TD TORONTO DOMINION BK ISIN#CA8911605092 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $50.68 Unrealized +27.5%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $59 Shares 276 Est. Cost $206.74 Unrealized +4.8%
ENB ENBRIDGE INC REGISTERED SHS ISIN#CA29250N1050 0.0%
Value ($000) $58 Shares 1,532 Est. Cost $27.40 Unrealized +18.4%
IXJ ISHARES TR GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $58 Shares 690 Est. Cost $76.81 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $57 Shares 819 Est. Cost $52.83 Unrealized +15.7%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $57 Shares 746 Est. Cost $179.02 Unrealized -57.1%
SCCO SOUTHERN COPPER CORP DEL COM 0.0%
Value ($000) $57 Shares 742 Est. Cost $49.86 Unrealized +26.9%
DFUS DIMENSIONAL ETF TR U S EQUITY ETF 0.0%
Value ($000) $56 Shares 1,270 Est. Cost $47.24 Unrealized
NTRA NATERA INC COM 0.0%
Value ($000) $56 Shares 1,000 Est. Cost $83.55 Unrealized -42.6%
DFIV DIMENSIONAL ETF TR INTL VALE ETF 0.0%
Value ($000) $55 Shares 1,721 Est. Cost $32.54 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $55 Shares 950 Est. Cost $113.83 Unrealized -47.6%
VNQ VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF 0.0%
Value ($000) $55 Shares 666 Est. Cost $83.50 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $55 Shares 409 Est. Cost $114.93 Unrealized +1.2%
NGL NGL ENERGY PARTNERS LP 0.0%
Value ($000) $54 Shares 18,750 Est. Cost $1.30 Unrealized
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $54 Shares 1,026 Est. Cost $22.73 Unrealized +107.8%
CTVA CORTEVA INC COM 0.0%
Value ($000) $54 Shares 889 Est. Cost $43.10 Unrealized +37.2%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $54 Shares 400 Est. Cost $116.56 Unrealized +0.8%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $53 Shares 278 Est. Cost $172.87 Unrealized +2.2%
IWD ISHARES TR RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $53 Shares 346 Est. Cost $145.90 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $52 Shares 91 Est. Cost $514.55 Unrealized +8.6%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $52 Shares 1,425 Est. Cost $36.73 Unrealized -0.2%
GSLC GOLDMAN SACHS ETF TR TR ACTIVEBETA U S LARGE CAP EQUITY ETF 0.0%
Value ($000) $52 Shares 639 Est. Cost $86.07 Unrealized
ZTS ZOETIS INC COM 0.0%
Value ($000) $52 Shares 310 Est. Cost $155.43 Unrealized +2.3%
KLAC KLA CORP COM 0.0%
Value ($000) $51 Shares 127 Est. Cost $220.47 Unrealized +73.9%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $51 Shares 601 Est. Cost $77.45 Unrealized -1.2%
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF 0.0%
Value ($000) $50 Shares 363 Est. Cost $118.46 Unrealized
LPX LOUISIANA-PAC CORP COM 0.0%
Value ($000) $50 Shares 914 Est. Cost $58.96 Unrealized +3.8%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $50 Shares 217 Est. Cost $130.64 Unrealized +66.7%
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 0.0%
Value ($000) $48 Shares 235 Est. Cost $211.93 Unrealized
JOYY JOYY INC ADS REPSTG COM CL A 0.0%
Value ($000) $47 Shares 1,500 Est. Cost $26.00 Unrealized
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $47 Shares 1,532 Est. Cost $8.97 Unrealized +19.3%
CME CME GROUP INC COM 0.0%
Value ($000) $44 Shares 228 Est. Cost $138.43 Unrealized +17.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $43 Shares 378 Est. Cost $76.93 Unrealized +35.6%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $43 Shares 457 Est. Cost $82.07 Unrealized +1.8%
MET METLIFE INC COM 0.0%
Value ($000) $42 Shares 725 Est. Cost $45.01 Unrealized +37.2%
DFAT DIMENSIONAL ETF TR U S TARGET VALUE ETF 0.0%
Value ($000) $42 Shares 939 Est. Cost $44.73 Unrealized
APTIV PLC SHS COM 0.0%
Value ($000) $42 Shares 371 Est. Cost $124.11 Unrealized
DFAS DIMENSIONAL ETF TR U S SM CAP ETF 0.0%
Value ($000) $42 Shares 788 Est. Cost $57.11 Unrealized
PIONEER NAT RES CO COM 0.0%
Value ($000) $41 Shares 200 Est. Cost $204.24 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $41 Shares 142 Est. Cost $157.30 Unrealized +62.4%
TRV TRAVELERS COS INC COM 0.0%
Value ($000) $40 Shares 233 Est. Cost $167.48 Unrealized +2.7%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $40 Shares 363 Est. Cost $88.73 Unrealized +13.9%
CANADIAN PAC RY LTD N/C EFF 04/18/23 1 OLD/1 NEW CU 13646K108 CANADIAN PACIFIC KANSAS CITY LTD 0.0%
Value ($000) $38 Shares 500 Est. Cost $76.94 Unrealized
PCAR PACCAR INC COM 0.0%
Value ($000) $38 Shares 520 Est. Cost $53.60 Unrealized +19.6%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $37 Shares 2,463 Est. Cost $18.55 Unrealized -23.3%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $37 Shares 581 Est. Cost $56.16 Unrealized +7.5%
DINT DAVIS FUNDAMENTAL ETF TR SELECT INTL ETF 0.0%
Value ($000) $37 Shares 2,000 Est. Cost $16.50 Unrealized
KELLOGG CO COM 0.0%
Value ($000) $36 Shares 537 Est. Cost $56.32 Unrealized +1.6%
BLACKROCK INC COM 0.0%
Value ($000) $35 Shares 52 Est. Cost $699.52 Unrealized
ITT ITT INC COM 0.0%
Value ($000) $35 Shares 400 Est. Cost $69.88 Unrealized +25.8%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $34 Shares 800 Est. Cost $44.29 Unrealized +5.9%
ETN EATON CORPORATION PLC SHS ISIN#IE00B8KQN827 0.0%
Value ($000) $33 Shares 194 Est. Cost $108.59 Unrealized +47.5%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $33 Shares 808 Est. Cost $61.66 Unrealized -36.1%
GEHC GE HEALTHCARE TECHNOLOGIES INC COM 0.0%
Value ($000) $33 Shares 399 Est. Cost $71.08 Unrealized 0.0%
MA MASTERCARD INC CL A 0.0%
Value ($000) $32 Shares 87 Est. Cost $323.35 Unrealized +10.5%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $31 Shares 900 Est. Cost $33.29 Unrealized +8.4%
ROYCE MICRO-CAP TR INC COM 0.0%
Value ($000) $31 Shares 3,555 Est. Cost $10.19 Unrealized
SCHW SCHWAB CHARLES CORP NEW COM 0.0%
Value ($000) $31 Shares 592 Est. Cost $73.25 Unrealized -4.1%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $31 Shares 151 Est. Cost $193.61 Unrealized -2.1%
BIIB BIOGEN INC COM 0.0%
Value ($000) $31 Shares 110 Est. Cost $254.99 Unrealized +8.5%
UNM UNUM GROUP COM 0.0%
Value ($000) $30 Shares 769 Est. Cost $30.83 Unrealized +34.0%
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
NORDSTROM INC 0.0%
Value ($000) $29 Shares 1,800 Est. Cost $16.14 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $29 Shares 333 Est. Cost $80.79 Unrealized +5.0%
SHOP SHOPIFY INC CL A ISIN#CA82509L1076 0.0%
Value ($000) $29 Shares 600 Est. Cost $44.90 Unrealized -2.0%
ORLY O REILLY AUTOMOTIVE INC NEW COM 0.0%
Value ($000) $28 Shares 33 Est. Cost $46.07 Unrealized +18.9%
VFH VANGUARD WORLD FDS VANGUARD FINLS ETF 0.0%
Value ($000) $27 Shares 350 Est. Cost $77.89 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $27 Shares 555 Est. Cost $49.53 Unrealized -9.5%
OLN OLIN CORP COM PAR $1 0.0%
Value ($000) $27 Shares 486 Est. Cost $18.35 Unrealized +192.0%
AEE AMEREN CORP COM 0.0%
Value ($000) $26 Shares 303 Est. Cost $68.86 Unrealized +13.3%
RPM RPM INTL INC COM 0.0%
Value ($000) $26 Shares 300 Est. Cost $88.17 Unrealized -0.6%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $26 Shares 139 Est. Cost $158.66 Unrealized +1.7%
SOXX ISHARES TR SEMICONDUCTOR ETF 0.0%
Value ($000) $26 Shares 58 Est. Cost $444.67 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $25 Shares 100 Est. Cost $130.99 Unrealized +65.8%
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF 0.0%
Value ($000) $25 Shares 100 Est. Cost $252.34 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE L P UNIT LTD PARTNERSHIP INT 0.0%
Value ($000) $25 Shares 2,000 Est. Cost $8.00 Unrealized
TE CONNECTIVITY LTD REG SHS ISIN#CH0102993182 0.0%
Value ($000) $24 Shares 186 Est. Cost $123.66 Unrealized
CWB SPDR SER TR BLOOMBERG U S CONV LIQUID BD INDEX 0.0%
Value ($000) $24 Shares 360 Est. Cost $63.89 Unrealized
KRG KITE RLTY GROUP TR COM NEW 0.0%
Value ($000) $23 Shares 1,115 Est. Cost $21.05 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $23 Shares 2,034 Est. Cost $11.14 Unrealized +9.1%
NXPI NXP SEMICONDUCTORS NV COM STK ISIN#NL0009538784 0.0%
Value ($000) $23 Shares 122 Est. Cost $168.66 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $23 Shares 500 Est. Cost $39.25 Unrealized +14.0%
IYJ ISHARES TR US INDUSTRIALS ETF 0.0%
Value ($000) $22 Shares 220 Est. Cost $95.45 Unrealized
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $22 Shares 100 Est. Cost $92.85 Unrealized +96.6%
FISV FISERV INC COM 0.0%
Value ($000) $22 Shares 192 Est. Cost $110.00 Unrealized 0.0%
ILCG ISHARES TR MORNINGSTAR GROWTH ETF 0.0%
Value ($000) $22 Shares 392 Est. Cost $63.78 Unrealized
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $21 Shares 916 Est. Cost $36.30 Unrealized -45.1%
IWN ISHARES TR RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $21 Shares 151 Est. Cost $165.56 Unrealized
WDAY WORKDAY INC CL A 0.0%
Value ($000) $21 Shares 100 Est. Cost $224.69 Unrealized -19.0%
IJT ISHARES TR S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $21 Shares 187 Est. Cost $133.69 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $20 Shares 45 Est. Cost $553.01 Unrealized -27.1%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $20 Shares 250 Est. Cost $62.43 Unrealized +7.0%
BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $20 Shares 562 Est. Cost $37.37 Unrealized
ACN ACCENTURE PLC IRELAND CLASS SHS ISIN#IE00B4BNMY34 0.0%
Value ($000) $19 Shares 68 Est. Cost $231.50 Unrealized +12.9%
SAVA CASSAVA SCIENCES INC COM 0.0%
Value ($000) $19 Shares 800 Est. Cost $59.70 Unrealized -53.6%
IEFA ISHARES TR CORE MSCI EAFE ETF 0.0%
Value ($000) $19 Shares 286 Est. Cost $69.93 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $19 Shares 150 Est. Cost $106.49 Unrealized +26.4%
VTRS VIATRIS INC COM 0.0%
Value ($000) $19 Shares 1,981 Est. Cost $10.53 Unrealized -8.0%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $19 Shares 500 Est. Cost $34.31 Unrealized +28.1%
IUSG ISHARES TR CORE S&P U S GROWTH ETF 0.0%
Value ($000) $19 Shares 213 Est. Cost $107.98 Unrealized
VGSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD 0.0%
Value ($000) $19 Shares 317 Est. Cost $58.54 Unrealized
VB VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $18 Shares 97 Est. Cost $198.47 Unrealized
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value ($000) $18 Shares 267 Est. Cost $53.93 Unrealized +36.6%
MCK MCKESSON CORP COM 0.0%
Value ($000) $18 Shares 50 Est. Cost $161.42 Unrealized +120.6%
EPAC ENERPAC TOOL GROUP CORP CL A COM 0.0%
Value ($000) $18 Shares 698 Est. Cost $20.72 Unrealized +26.9%
VMWARE INC CL A COM 0.0%
Value ($000) $18 Shares 141 Est. Cost $113.16 Unrealized
VTR VENTAS INC COM 0.0%
Value ($000) $17 Shares 401 Est. Cost $39.62 Unrealized +10.0%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $17 Shares 293 Est. Cost $55.45 Unrealized 0.0%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $17 Shares 107 Est. Cost $98.18 Unrealized +39.6%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $17 Shares 452 Est. Cost $17.29 Unrealized +85.5%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $17 Shares 117 Est. Cost $100.42 Unrealized +44.5%
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $17 Shares 150 Est. Cost $89.68 Unrealized +13.4%
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR ISIN#US03524A1088 0.0%
Value ($000) $17 Shares 251 Est. Cost $64.00 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $17 Shares 329 Est. Cost $50.65 Unrealized -0.1%
ECL ECOLAB INC COM 0.0%
Value ($000) $17 Shares 100 Est. Cost $152.01 Unrealized -0.7%
FHB FIRST HAWAIIAN INC COM 0.0%
Value ($000) $17 Shares 800 Est. Cost $21.96 Unrealized -0.6%
IBKR INTERACTIVE BROKERS GROUP INC CL A - COM 0.0%
Value ($000) $16 Shares 197 Est. Cost $20.03 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $16 Shares 82 Est. Cost $164.87 Unrealized +16.5%
HLN HALEON PLC ADR ISIN#US4055521003 0.0%
Value ($000) $16 Shares 1,975 Est. Cost $5.85 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $16 Shares 140 Est. Cost $109.31 Unrealized 0.0%
WPC W P CAREY INC COM 0.0%
Value ($000) $15 Shares 200 Est. Cost $70.00 Unrealized
DHI D.R. HORTON INC 0.0%
Value ($000) $15 Shares 158 Est. Cost $67.77 Unrealized +36.9%
RYN RAYONIER INC COM 0.0%
Value ($000) $15 Shares 464 Est. Cost $30.17 Unrealized
MKL MARKEL CORP COM 0.0%
Value ($000) $15 Shares 12 Est. Cost $996.82 Unrealized +33.3%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $15 Shares 225 Est. Cost $104.34 Unrealized -38.4%
BKR BAKER HUGHES CO CL A 0.0%
Value ($000) $15 Shares 524 Est. Cost $28.29 Unrealized 0.0%
BWA BORGWARNER INC COM 0.0%
Value ($000) $15 Shares 300 Est. Cost $31.44 Unrealized +26.6%
TGT TARGET CORP COM 0.0%
Value ($000) $14 Shares 85 Est. Cost $148.63 Unrealized 0.0%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $14 Shares 200 Est. Cost $38.73 Unrealized +81.2%
CARR CARRIER GLOBAL CORP COM 0.0%
Value ($000) $14 Shares 298 Est. Cost $33.81 Unrealized +27.5%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $14 Shares 85 Est. Cost $89.37 Unrealized +73.0%
XLU SELECT SECTOR SPDR TR UTILS 0.0%
Value ($000) $14 Shares 200 Est. Cost $65.00 Unrealized
ERIC ERICSSON L M TEL CO ADR CL B SEK 10 NEW EXCH FOR ADR CL B SEK NEW 0.0%
Value ($000) $13 Shares 2,295 Est. Cost $5.85 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $13 Shares 56 Est. Cost $198.26 Unrealized +15.0%
IVZ INVESCO LTD ORD SHS ISIN#BMG491BT11088 0.0%
Value ($000) $13 Shares 811 Est. Cost $15.54 Unrealized 0.0%
JBL JABIL INC COM 0.0%
Value ($000) $13 Shares 150 Est. Cost $37.14 Unrealized +115.3%
STX SEAGATE TECHNOLOGY HLDGS PB LTD CO ISIN#IE00BKVD2N49 0.0%
Value ($000) $13 Shares 200 Est. Cost $75.21 Unrealized -22.5%
SLAB SILICON LABORATORIES INC OC-COM 0.0%
Value ($000) $13 Shares 75 Est. Cost $112.65 Unrealized +49.2%
CRUS CIRRUS LOGIC INC COM 0.0%
Value ($000) $13 Shares 120 Est. Cost $75.15 Unrealized +29.5%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $13 Shares 321 Est. Cost $31.93 Unrealized +19.3%
JELD JELD-WEN HLDG INC COM 0.0%
Value ($000) $13 Shares 1,015 Est. Cost $28.30 Unrealized -56.3%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $13 Shares 163 Est. Cost $80.97 Unrealized 0.0%
BNTX BIONTECH SE ADS ISIN#US09075V1026 0.0%
Value ($000) $12 Shares 100 Est. Cost $170.00 Unrealized
ABNB AIRBNB INC CL A COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $171.69 Unrealized -33.5%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $12 Shares 128 Est. Cost $77.69 Unrealized +28.3%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $12 Shares 475 Est. Cost $186.31 Unrealized -85.6%
WELL WELLTOWER INC COM 0.0%
Value ($000) $12 Shares 171 Est. Cost $56.18 Unrealized +20.7%
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $46.50 Unrealized +27.4%
CAL CALERES INC COM 0.0%
Value ($000) $12 Shares 562 Est. Cost $10.45 Unrealized +121.0%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $12 Shares 190 Est. Cost $84.21 Unrealized
IUSV ISHARES TR CORE S&P U S VALUE ETF 0.0%
Value ($000) $12 Shares 158 Est. Cost $75.95 Unrealized
MLKN MILLERKNOLL INC COM 0.0%
Value ($000) $11 Shares 551 Est. Cost $29.83 Unrealized -32.0%
DWLD DAVIS FUNDAMENTAL ETF TR SELECT WORLDWIDE ETF 0.0%
Value ($000) $11 Shares 421 Est. Cost $30.95 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $11 Shares 263 Est. Cost $24.62 Unrealized +51.9%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $11 Shares 190 Est. Cost $50.91 Unrealized +5.0%
PNR PENTAIR PLC SHS ISIN#IE00BLS09M33 0.0%
Value ($000) $11 Shares 196 Est. Cost $47.98 Unrealized +7.1%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $11 Shares 300 Est. Cost $35.85 Unrealized -9.3%
TNL TRAVEL AND LEISURE CO COM 0.0%
Value ($000) $10 Shares 267 Est. Cost $45.04 Unrealized -21.0%
EWBC EAST WEST BANCORP INC COM 0.0%
Value ($000) $10 Shares 186 Est. Cost $63.25 Unrealized 0.0%
RVTY REVVITY INC COM 0.0%
Value ($000) $10 Shares 76 Est. Cost $131.57 Unrealized -0.6%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $10 Shares 118 Est. Cost $60.07 Unrealized +31.4%
IBB ISHARES TR BIOTECHNOLOGY ETF 0.0%
Value ($000) $10 Shares 77 Est. Cost $155.84 Unrealized
TEKLA HEALTHCARE INVS SH BEN INT 0.0%
Value ($000) $10 Shares 563 Est. Cost $23.04 Unrealized
SUNPOWER CORP COM 0.0%
Value ($000) $10 Shares 691 Est. Cost $26.05 Unrealized
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $97.53 Unrealized -6.1%
BMBL BUMBLE INC COM CL A 0.0%
Value ($000) $9 Shares 470 Est. Cost $43.66 Unrealized -48.3%
EBAY EBAY INC COM 0.0%
Value ($000) $9 Shares 202 Est. Cost $43.32 Unrealized 0.0%
DTM DT MIDSTREAM INC COM 0.0%
Value ($000) $9 Shares 181 Est. Cost $35.96 Unrealized +27.4%
R RYDER SYS INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $55.64 Unrealized +65.4%
NOMD NOMAD FOODS LTD SHS ISIN#VGG6564A1057 0.0%
Value ($000) $8 Shares 452 Est. Cost $24.75 Unrealized -28.7%
NVT NVENT ELECTRIC PLC REGISTERED SHS ISIN#IE00BDVJJQ56 0.0%
Value ($000) $8 Shares 196 Est. Cost $19.34 Unrealized +110.4%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $8 Shares 42 Est. Cost $84.74 Unrealized 0.0%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $8 Shares 105 Est. Cost $75.64 Unrealized 0.0%
VIG VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS 0.0%
Value ($000) $8 Shares 50 Est. Cost $137.93 Unrealized
PRTA PROTHENA CORP PLC SHS ISIN#IE00B91XRN20 0.0%
Value ($000) $8 Shares 155 Est. Cost $11.83 Unrealized +346.7%
AG FIRST MAJESTIC SILVER CORP COM ISIN#CA32076V1031 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $13.70 Unrealized -46.7%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $7 Shares 20 Est. Cost $257.79 Unrealized +33.8%
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) $7 Shares 684 Est. Cost $17.78 Unrealized -41.7%
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $7 Shares 50 Est. Cost $148.17 Unrealized -12.5%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $7 Shares 87 Est. Cost $47.25 Unrealized +67.3%
PAR PAR TECHNOLOGY CORP COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $49.09 Unrealized -32.1%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $7 Shares 262 Est. Cost $23.72 Unrealized +14.9%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $6 Shares 129 Est. Cost $47.13 Unrealized 0.0%
OXY/WS OCCIDENTAL PETE CORP WT EXP 08/03/2027 0.0%
Value ($000) $6 Shares 152 Est. Cost $6.64 Unrealized
HTBK HERITAGE COMMERCE CO 0.0%
Value ($000) $6 Shares 741 Est. Cost $8.11 Unrealized +41.1%
SLI STANDARD LITHIUM CP REGISTERED SHS ISIN#CA8536061010 0.0%
Value ($000) $6 Shares 1,630 Est. Cost $9.79 Unrealized -60.2%
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
AGENUS INC COM NEW 0.0%
Value ($000) $6 Shares 4,000 Est. Cost $1.52 Unrealized
LUMN LUMEN TECHNOLOGIES INC LA COM 0.0%
Value ($000) $6 Shares 2,278 Est. Cost $10.18 Unrealized -60.4%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $6 Shares 29 Est. Cost $141.39 Unrealized +43.3%
HAWAIIAN HLDGS INC COM 0.0%
Value ($000) $6 Shares 655 Est. Cost $15.45 Unrealized
TOTALENERGIES SE SPONS ADR ISIN#US89151E1091 0.0%
Value ($000) $6 Shares 100 Est. Cost $45.11 Unrealized
BERRY GLOBAL GROUP INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
CLEARBRIDGE ENERGY MIDSTREAM OPPORTUNITY FD INC COM NEW 0.0%
Value ($000) $6 Shares 207 Est. Cost $19.32 Unrealized
SYF SYNCHRONY FINL COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $26.74 Unrealized +17.6%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $6 Shares 16 Est. Cost $636.54 Unrealized -41.3%
NOW SERVICENOW INC COM 0.0%
Value ($000) $6 Shares 12 Est. Cost $90.05 Unrealized -3.3%
OGN ORGANON & CO COM 0.0%
Value ($000) $6 Shares 237 Est. Cost $25.21 Unrealized -7.7%
GVYB GOLDEN VY BANCSHARES INC COM 0.0%
Value ($000) $5 Shares 421 Est. Cost $10.79 Unrealized +49.9%
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.0%
Value ($000) $5 Shares 112 Est. Cost $62.50 Unrealized
CB CHUBB LTD COM ISIN#CH0044328745 0.0%
Value ($000) $5 Shares 28 Est. Cost $150.25 Unrealized +34.9%
ONON ON HOLDING AG NAMEN-AKT -A- ISIN#CH1134540470 0.0%
Value ($000) $5 Shares 175 Est. Cost $30.96 Unrealized -26.9%
SLB SCHLUMBERGER LTD COM ISIN# AN8068571086 0.0%
Value ($000) $5 Shares 109 Est. Cost $49.39 Unrealized 0.0%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $5 Shares 17 Est. Cost $314.59 Unrealized 0.0%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $5 Shares 30 Est. Cost $136.81 Unrealized +26.9%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $5 Shares 75 Est. Cost $246.15 Unrealized -75.7%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $5 Shares 24 Est. Cost $212.09 Unrealized 0.0%
PII POLARIS INC COM 0.0%
Value ($000) $5 Shares 45 Est. Cost $112.10 Unrealized -1.2%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $5 Shares 44 Est. Cost $84.59 Unrealized +20.5%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $5 Shares 14 Est. Cost $343.70 Unrealized 0.0%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $5 Shares 64 Est. Cost $73.42 Unrealized -5.2%
JCI JOHNSON CTLS INTL PLC SHS ISIN#IE00BY7QL619 0.0%
Value ($000) $5 Shares 77 Est. Cost $40.18 Unrealized +51.1%
VFC V F CORP COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $26.28 Unrealized 0.0%
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $5 Shares 650 Est. Cost $158.57 Unrealized -94.2%
FVRR FIVERR INTL LTD ORD SHS ISIN#IL0011582033 0.0%
Value ($000) $4 Shares 128 Est. Cost $31.41 Unrealized +16.3%
WAB WABTEC COM 0.0%
Value ($000) $4 Shares 44 Est. Cost $66.42 Unrealized +51.3%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $4 Shares 18 Est. Cost $240.71 Unrealized 0.0%
CLNE CLEAN ENERGY FUELS CORP COM 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $5.16 Unrealized 0.0%
JOBY JOBY AVIATION INC COM ISIN#KYG651631007 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $10.08 Unrealized -59.0%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $4 Shares 12 Est. Cost $320.08 Unrealized 0.0%
ZS ZSCALER INC COM 0.0%
Value ($000) $4 Shares 34 Est. Cost $135.86 Unrealized -11.7%
SONO SONOS INC COM 0.0%
Value ($000) $4 Shares 199 Est. Cost $17.76 Unrealized +7.4%
FOOT LOCKER INC COM 0.0%
Value ($000) $4 Shares 98 Est. Cost $39.69 Unrealized
JAMF HLDG CORP COM 0.0%
Value ($000) $4 Shares 200 Est. Cost $30.00 Unrealized
PARAMOUNT GLOBAL CL B 0.0%
Value ($000) $4 Shares 172 Est. Cost $38.15 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $4 Shares 13 Est. Cost $270.53 Unrealized 0.0%
HELE HELEN OF TROY LTD ORD NEW ISIN#BMG4388N1065 0.0%
Value ($000) $4 Shares 40 Est. Cost $97.34 Unrealized +10.0%
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $33.07 Unrealized -11.6%
VALE VALE S A ADR ISIN#US91912E1055 0.0%
Value ($000) $4 Shares 237 Est. Cost $15.24 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $4 Shares 13 Est. Cost $247.58 Unrealized +9.1%
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $88.03 Unrealized -55.4%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $4 Shares 15 Est. Cost $181.01 Unrealized +20.3%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $347.27 Unrealized -9.7%
MYGN MYRIAD GENETICS INC COM 0.0%
Value ($000) $3 Shares 150 Est. Cost $16.15 Unrealized +25.8%
EVGO EVGO INC CL A COM 0.0%
Value ($000) $3 Shares 428 Est. Cost $10.95 Unrealized -46.3%
VTIP VANGUARD MALVERN FDS SHORT-TERM INFLATION PROTECTED SECS INDEX FD ETF SHS 0.0%
Value ($000) $3 Shares 69 Est. Cost $47.83 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $3 Shares 32 Est. Cost $108.51 Unrealized -12.1%
NET CLOUDFLARE INC CL A 0.0%
Value ($000) $3 Shares 51 Est. Cost $49.47 Unrealized +10.5%
OLED UNIVERSAL DISPLAY CORP COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $204.14 Unrealized -36.1%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $3 Shares 350 Est. Cost $24.39 Unrealized -67.9%
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.0%
Value ($000) $3 Shares 3 Est. Cost $768.01 Unrealized -4.3%
NTAP NETAPP INC COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $51.87 Unrealized +16.7%
KD KYNDRYL HLDGS INC COM 0.0%
Value ($000) $3 Shares 178 Est. Cost $21.59 Unrealized -34.3%
POR PORTLAND GEN ELEC CO COM NEW 0.0%
Value ($000) $2 Shares 50 Est. Cost $41.53 Unrealized +0.6%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $2 Shares 25 Est. Cost $111.79 Unrealized -7.0%
PECO PHILLIPS EDISON & CO INC COM NEW 0.0%
Value ($000) $2 Shares 70 Est. Cost $32.61 Unrealized
BFH BREAD FINANCIAL HOLDINGS INC 0.0%
Value ($000) $2 Shares 75 Est. Cost $33.92 Unrealized +4.3%
MAXEON SOLAR TECHNOLOGIES LTD ORD SHS ISIN#SGXZ25336314 0.0%
Value ($000) $2 Shares 84 Est. Cost $23.81 Unrealized
EDIT EDITAS MEDICINE INC COM 0.0%
Value ($000) $2 Shares 300 Est. Cost $23.91 Unrealized -62.8%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $2 Shares 40 Est. Cost $51.86 Unrealized +5.5%
GAP GAP INC COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $15.00 Unrealized -27.3%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $2 Shares 44 Est. Cost $33.58 Unrealized +56.5%
AA ALCOA CORP COM 0.0%
Value ($000) $2 Shares 44 Est. Cost $16.62 Unrealized +179.8%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $424.73 Unrealized -0.2%
CHARGEPOINT HLDGS INC CL A 0.0%
Value ($000) $2 Shares 166 Est. Cost $18.07 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $214.58 Unrealized +8.2%
PINS PINTEREST INC CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $25.91 Unrealized 0.0%
SLVM SYLVAMO CORP COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $26.31 Unrealized +64.8%
ONCY ONCOLYTICS BIOTECH INC REGISTERED SHS ISIN#CA6823108759 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $2.40 Unrealized -34.5%
SUMO LOGIC INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
BLNK BLINK CHARGING CO COM 0.0%
Value ($000) $1 Shares 116 Est. Cost $32.19 Unrealized -67.2%
TDC TERADATA CORP DEL COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $39.10 Unrealized -5.0%
FUVV ARCIMOTO INC COM NEW 0.0%
Value ($000) $1 Shares 673 Est. Cost $10.91 Unrealized -79.7%
CC CHEMOURS CO COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $19.82 Unrealized +48.6%
CXW CORECIVIC INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.19 Unrealized +42.8%
QS QUANTUMSCAPE CORP CL A 0.0%
Value ($000) $1 Shares 100 Est. Cost $18.09 Unrealized -55.1%
PACB PACIFIC BIOSCIENCES CALIF INC COM 0.0%
Value ($000) $1 Shares 60 Est. Cost $11.51 Unrealized -13.7%
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $1 Shares 56 Est. Cost $17.86 Unrealized
ARLO ARLO TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $6.09 Unrealized -27.2%
BN BROOKFIELD CORP VTG SHS CL A ISIN#CA11271J1075 0.0%
Value ($000) $1 Shares 18 Est. Cost $21.90 Unrealized +0.7%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $1 Shares 36 Est. Cost $150.83 Unrealized -89.1%
RITE AID CORP COM PAR $1 00 0.0%
Value ($000) $0 Shares 205 Est. Cost $3.34 Unrealized
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 58 Est. Cost $24.84 Unrealized
WB WEIBO CORP SPONS ADR ISIN#US9485961018 0.0%
Value ($000) $0 Shares 20 Est. Cost $50.00 Unrealized
OTEX OPEN TEXT CORP COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $37.13 Unrealized -15.0%
SANM SANMINA CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $29.66 Unrealized +102.0%
MFS INTER INCOME TR SH BEN INT 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
BAM BROOKFIELD ASSET MANAGEMENT LTD CL A LTD VTG SHS ISIN#CA1130041058 0.0%
Value ($000) $0 Shares 4 Est. Cost $27.10 Unrealized +8.4%
EPC EDGEWELL PERS CARE CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $29.63 Unrealized +33.8%
RIVN RIVIAN AUTOMOTIVE INC CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $35.41 Unrealized -52.3%
ENR ENERGIZER HLDGS INC NEW COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $34.38 Unrealized -9.7%
OBE OBSIDIAN ENERGY LTD REGISTERED SHS ISIN#CA6744822033 0.0%
Value ($000) $0 Shares 7 Est. Cost $7.30 Unrealized -10.8%
EMBC EMBECTA CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $25.42 Unrealized -0.3%
AURORA CANNABIS INC REGISTERED SHS ISIN#CA05156X8843 0.0%
Value ($000) $0 Shares 41 Est. Cost Unrealized
BED BATH & BEYOND INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $20.00 Unrealized
CREDIT SUISSE GROUP SPONSORED ADR 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
SVB FINL GROUP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $300.00 Unrealized
BXRXQ BAUDAX BIO INC COM PAR $0 01 0.0%
Value ($000) $0 Shares 1 Est. Cost $5.99 Unrealized -57.5%
AQUABOUNTY TECHNOLOGIES INC COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized