SITTNER & NELSON, LLC Diversified Active

CIK: 0001846138 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 14, 2023

Total Value ($000): $182,057 (100.0% shares, 0.0% debt)

Holdings (485)

AAPL APPLE INC COM 18.3%
Value ($000) $33,384 Shares 172,109 Est. Cost $128.22 Unrealized +34.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 11.4%
Value ($000) $20,825 Shares 61,069 Est. Cost $220.20 Unrealized +48.2%
MSFT MICROSOFT CORP COM 4.1%
Value ($000) $7,448 Shares 21,872 Est. Cost $222.96 Unrealized +37.8%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 2.6%
Value ($000) $4,660 Shares 9 Est. Cost $330761.80 Unrealized +50.5%
CVX CHEVRON CORP NEW COM 2.4%
Value ($000) $4,294 Shares 27,292 Est. Cost $65.32 Unrealized +119.3%
SBUX STARBUCKS CORP COM 2.3%
Value ($000) $4,121 Shares 41,606 Est. Cost $84.98 Unrealized +14.4%
SYK STRYKER CORP COMMON 1.9%
Value ($000) $3,528 Shares 11,564 Est. Cost $214.61 Unrealized +31.1%
GOOG ALPHABET INC CAP STK CL C 1.6%
Value ($000) $2,971 Shares 24,561 Est. Cost $108.99 Unrealized +5.4%
NKE NIKE INC CL B 1.6%
Value ($000) $2,934 Shares 26,587 Est. Cost $120.85 Unrealized -7.9%
JNJ JOHNSON & JOHNSON COM 1.5%
Value ($000) $2,756 Shares 16,650 Est. Cost $132.08 Unrealized +12.7%
COST COSTCO WHOLESALE CORP NEW COM 1.5%
Value ($000) $2,649 Shares 4,921 Est. Cost $367.84 Unrealized +32.4%
SPY SPDR S&P 500 ETF TR TR UNIT 1.3%
Value ($000) $2,456 Shares 5,540 Est. Cost $375.07 Unrealized
CGDV CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT 1.3%
Value ($000) $2,436 Shares 90,099 Est. Cost $23.18 Unrealized
GOOGL ALPHABET INC CL A 1.3%
Value ($000) $2,368 Shares 19,782 Est. Cost $108.64 Unrealized +5.2%
AMZN AMAZON COM INC COM 1.3%
Value ($000) $2,342 Shares 17,968 Est. Cost $122.42 Unrealized -6.7%
GBX GREENBRIER COS INC COM 1.3%
Value ($000) $2,306 Shares 53,506 Est. Cost $28.79 Unrealized -4.6%
WY WEYERHAEUSER CO COM 1.2%
Value ($000) $2,268 Shares 67,674 Est. Cost $24.92 Unrealized +11.7%
EW EDWARDS LIFESCIENCES CORP COM 1.2%
Value ($000) $2,261 Shares 23,965 Est. Cost $84.55 Unrealized +2.8%
JPM JPMORGAN CHASE & CO COM 1.2%
Value ($000) $2,244 Shares 15,426 Est. Cost $103.94 Unrealized +24.7%
FAST FASTENAL CO COM 1.2%
Value ($000) $2,107 Shares 35,712 Est. Cost $20.74 Unrealized +23.8%
NVDA NVIDIA CORP COM 1.1%
Value ($000) $2,086 Shares 4,930 Est. Cost $18.70 Unrealized +77.4%
TKR TIMKEN CO COM 1.1%
Value ($000) $2,007 Shares 21,924 Est. Cost $68.06 Unrealized +15.8%
PFE PFIZER INC COM 1.0%
Value ($000) $1,787 Shares 48,719 Est. Cost $33.35 Unrealized -0.4%
AVAV AEROVIRONMENT INC COM 1.0%
Value ($000) $1,774 Shares 17,343 Est. Cost $80.13 Unrealized +25.6%
XOM EXXON MOBIL CORP COM 1.0%
Value ($000) $1,744 Shares 16,259 Est. Cost $32.74 Unrealized +204.2%
AMGN AMGEN INC COM 1.0%
Value ($000) $1,733 Shares 7,807 Est. Cost $198.44 Unrealized +7.7%
LIN LINDE PLC NEW SHS ISIN#IE000S9YS762 0.9%
Value ($000) $1,614 Shares 4,235 Est. Cost $322.30 Unrealized +9.5%
PG PROCTER & GAMBLE CO COM 0.9%
Value ($000) $1,581 Shares 10,421 Est. Cost $124.51 Unrealized +13.5%
ILMN ILLUMINA INC COM 0.8%
Value ($000) $1,434 Shares 7,646 Est. Cost $305.60 Unrealized -33.8%
EMR EMERSON ELEC CO COM 0.7%
Value ($000) $1,282 Shares 14,188 Est. Cost $68.61 Unrealized +16.7%
INTC INTEL CORP COM 0.7%
Value ($000) $1,236 Shares 36,967 Est. Cost $42.85 Unrealized -28.3%
TSLA TESLA INC COM 0.7%
Value ($000) $1,234 Shares 4,713 Est. Cost $238.81 Unrealized -16.3%
COLB COLUMBIA BKG SYS INC COM 0.7%
Value ($000) $1,207 Shares 59,531 Est. Cost $25.03 Unrealized -28.5%
TRMB TRIMBLE INC COM 0.6%
Value ($000) $1,135 Shares 21,445 Est. Cost $58.48 Unrealized -16.4%
SMMU PIMCO ETF TR SHORT TERM MUN BD ACTIVE ETF 0.6%
Value ($000) $1,066 Shares 21,517 Est. Cost $50.64 Unrealized
DIS DISNEY WALT CO DISNEY COM 0.6%
Value ($000) $1,044 Shares 11,697 Est. Cost $134.24 Unrealized -31.1%
MTUS TIMKENSTEEL CORP COM 0.6%
Value ($000) $1,040 Shares 48,220 Est. Cost $4.52 Unrealized +300.4%
NVS NOVARTIS AG SPONSORED ADR 0.5%
Value ($000) $980 Shares 9,715 Est. Cost $90.43 Unrealized
BA BOEING CO COM 0.5%
Value ($000) $901 Shares 4,266 Est. Cost $194.14 Unrealized +7.0%
IVOO VANGUARD ADMIRAL FDS INC S&P MIDCAP 400 INDEX FD ETF SHS 0.5%
Value ($000) $875 Shares 9,880 Est. Cost $120.14 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR ISIN#US0463531089 0.5%
Value ($000) $840 Shares 11,736 Est. Cost $51.07 Unrealized
MRK MERCK & CO INC NEW COM 0.5%
Value ($000) $827 Shares 7,163 Est. Cost $68.59 Unrealized +52.3%
USB US BANCORP DEL COM NEW 0.4%
Value ($000) $809 Shares 24,493 Est. Cost $37.68 Unrealized -24.6%
CAT CATERPILLAR INS COM 0.4%
Value ($000) $796 Shares 3,236 Est. Cost $187.58 Unrealized +14.0%
HD HOME DEPOT INC COM 0.4%
Value ($000) $795 Shares 2,559 Est. Cost $250.07 Unrealized +10.5%
ACTIVISION BLIZZARD INC COM 0.4%
Value ($000) $777 Shares 9,222 Est. Cost $77.29 Unrealized
WFC WELLS FARGO & CO NEW COM 0.4%
Value ($000) $754 Shares 17,664 Est. Cost $29.10 Unrealized +29.4%
QQQ INVESCO QQQ TR UNIT SER 1 0.4%
Value ($000) $702 Shares 1,900 Est. Cost $314.37 Unrealized
META META PLATFORMS INC CL A 0.4%
Value ($000) $701 Shares 2,441 Est. Cost $256.48 Unrealized -4.5%
MDT MEDTRONIC PLC SHS ISIN#IE00BTN1Y115 0.4%
Value ($000) $686 Shares 7,787 Est. Cost $95.00 Unrealized -16.4%
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value ($000) $647 Shares 17,392 Est. Cost $40.21 Unrealized -22.4%
DFNL DAVIS FUNDAMENTAL ETF TR SELECT FINL ETF 0.4%
Value ($000) $642 Shares 23,690 Est. Cost $25.92 Unrealized
MINT PIMCO ETF TR ENHANCED SHORT MAT ACTIVE ETF 0.4%
Value ($000) $639 Shares 6,405 Est. Cost $100.35 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQUITY ETF SHS CREATION UNIT 0.3%
Value ($000) $624 Shares 26,524 Est. Cost $19.46 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.3%
Value ($000) $613 Shares 9,585 Est. Cost $53.81 Unrealized +9.5%
SHOCKWAVE MED INC COM 0.3%
Value ($000) $611 Shares 2,140 Est. Cost $110.21 Unrealized
KO COCA COLA CO COM 0.3%
Value ($000) $592 Shares 9,834 Est. Cost $48.16 Unrealized +19.1%
PPG PPG INDS INC COM 0.3%
Value ($000) $530 Shares 3,571 Est. Cost $125.98 Unrealized +4.5%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $525 Shares 1,761 Est. Cost $199.47 Unrealized +36.9%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS NEW 0.3%
Value ($000) $515 Shares 1,265 Est. Cost $365.14 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.3%
Value ($000) $490 Shares 4,073 Est. Cost $110.25 Unrealized +13.4%
LLY LILLY ELI & CO COM 0.3%
Value ($000) $482 Shares 1,028 Est. Cost $227.38 Unrealized +81.0%
GILD GILEAD SCIENCES INC COM 0.3%
Value ($000) $471 Shares 6,112 Est. Cost $52.62 Unrealized +37.9%
CGUS CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT 0.3%
Value ($000) $469 Shares 18,261 Est. Cost $21.69 Unrealized
LASR NLIGHT INC COM 0.3%
Value ($000) $469 Shares 30,409 Est. Cost $27.43 Unrealized -55.5%
AXTA AXALTA COATING SYSTEMS LTD SHS ISIN#BMG0750C1082 0.3%
Value ($000) $466 Shares 14,200 Est. Cost $27.24 Unrealized +13.9%
BAC BANK AMER CORP COM 0.3%
Value ($000) $464 Shares 16,159 Est. Cost $26.64 Unrealized -0.1%
SNOW SNOWFLAKE INC CL A 0.3%
Value ($000) $456 Shares 2,589 Est. Cost $269.73 Unrealized -39.7%
SHEL SHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US7802593050 0.2%
Value ($000) $439 Shares 7,274 Est. Cost $54.92 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $437 Shares 4,368 Est. Cost $107.69 Unrealized -28.0%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $431 Shares 8,335 Est. Cost $40.32 Unrealized +12.9%
GLD SPDR GOLD TR GOLD SHS 0.2%
Value ($000) $423 Shares 2,370 Est. Cost $174.97 Unrealized
VDE VANGUARD WORLD FDS VANGUARD ENERGY ETF 0.2%
Value ($000) $421 Shares 3,730 Est. Cost $57.41 Unrealized
NVO NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR SAME CUSIP 0.2%
Value ($000) $409 Shares 2,530 Est. Cost $87.75 Unrealized
PEP PEPSICO INC COM 0.2%
Value ($000) $409 Shares 2,206 Est. Cost $132.19 Unrealized +29.0%
SHW SHERWIN-WILLIAMS CO COM 0.2%
Value ($000) $402 Shares 1,515 Est. Cost $250.30 Unrealized -8.1%
T AT&T INC COM 0.2%
Value ($000) $382 Shares 23,930 Est. Cost $15.31 Unrealized -3.4%
ISRG INTUITIVE SURGICAL INC COM NEW 0.2%
Value ($000) $379 Shares 1,109 Est. Cost $294.23 Unrealized +2.8%
WMT WALMART INC COM 0.2%
Value ($000) $366 Shares 2,326 Est. Cost $45.02 Unrealized +8.7%
UPS UNITED PARCEL SVC INC CL B 0.2%
Value ($000) $360 Shares 2,009 Est. Cost $152.80 Unrealized +1.2%
TCHP T ROWE PRICE EXCHANGE-TRADED FDS INC BLUE CHIP GROWTH ETF 0.2%
Value ($000) $356 Shares 12,765 Est. Cost $21.47 Unrealized
RTX RTX CORP COM 0.2%
Value ($000) $332 Shares 3,391 Est. Cost $66.98 Unrealized +37.8%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $330 Shares 687 Est. Cost $337.61 Unrealized +37.7%
UNP UNION PAC CORP COM 0.2%
Value ($000) $329 Shares 1,610 Est. Cost $179.44 Unrealized +4.2%
TCBK TRICO BANCSHARES COM 0.2%
Value ($000) $328 Shares 9,887 Est. Cost $31.57 Unrealized +12.8%
CSX CSX CORP COM 0.2%
Value ($000) $318 Shares 9,322 Est. Cost $29.94 Unrealized +1.6%
V VISA INC COM CL A 0.2%
Value ($000) $302 Shares 1,270 Est. Cost $199.21 Unrealized +12.7%
SO SOUTHERN CO COM 0.2%
Value ($000) $298 Shares 4,246 Est. Cost $57.29 Unrealized +14.0%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $295 Shares 1,696 Est. Cost $115.66 Unrealized +35.0%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $295 Shares 3,976 Est. Cost $65.82 Unrealized +6.3%
ZBH ZIMMER BIOMET HLDGS INC COM 0.2%
Value ($000) $289 Shares 1,982 Est. Cost $127.07 Unrealized +4.4%
WINN HARBOR ETF TR HARBOR LONG-TERM GROWERS ETF 0.2%
Value ($000) $276 Shares 14,890 Est. Cost $13.70 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM UNIT 0.1%
Value ($000) $261 Shares 9,904 Est. Cost $19.83 Unrealized
ABBV ABBVIE INC COM 0.1%
Value ($000) $256 Shares 1,899 Est. Cost $103.74 Unrealized +28.9%
FDX FEDEX CORP COM 0.1%
Value ($000) $248 Shares 1,002 Est. Cost $201.55 Unrealized +7.2%
IBM INTERNATIONAL BUSINESS MACHS CORP COM 0.1%
Value ($000) $233 Shares 1,738 Est. Cost $107.93 Unrealized +9.4%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $229 Shares 498 Est. Cost $351.22 Unrealized +22.9%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $229 Shares 2,551 Est. Cost $82.93 Unrealized +2.7%
DLB DOLBY LABORATORIES INC CL A 0.1%
Value ($000) $227 Shares 2,713 Est. Cost $75.86 Unrealized +5.0%
LAM RESH CORP COM 0.1%
Value ($000) $227 Shares 353 Est. Cost $478.39 Unrealized
MCY MERCURY GEN CORP NEW COM 0.1%
Value ($000) $223 Shares 7,380 Est. Cost $45.63 Unrealized -33.1%
CRM SALESFORCE INC COM 0.1%
Value ($000) $217 Shares 1,028 Est. Cost $196.75 Unrealized +2.5%
ORCL ORACLE CORP COM 0.1%
Value ($000) $214 Shares 1,800 Est. Cost $65.21 Unrealized +54.0%
UNILEVER PLC SPON ADR NEW ISIN#US9047677045 0.1%
Value ($000) $213 Shares 4,085 Est. Cost $53.15 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.1%
Value ($000) $205 Shares 1,222 Est. Cost $115.14 Unrealized +34.8%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $203 Shares 2,248 Est. Cost $65.69 Unrealized +32.9%
CRSP CRISPR THERAPEUTICS AG NAMEN-AKT ISIN# CH0334081137 0.1%
Value ($000) $199 Shares 3,537 Est. Cost $116.24 Unrealized -51.2%
IFRA ISHARES TR U S INFRASTRUCTURE ETF 0.1%
Value ($000) $195 Shares 5,000 Est. Cost $34.20 Unrealized
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $194 Shares 11,266 Est. Cost $14.39 Unrealized +2.8%
GSK GSK PLC SPONSORED ADR NEW 0.1%
Value ($000) $193 Shares 5,419 Est. Cost $29.73 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $191 Shares 1,677 Est. Cost $98.19 Unrealized +5.9%
EA ELECTRONIC ARTS INC COM 0.1%
Value ($000) $183 Shares 1,410 Est. Cost $124.50 Unrealized +0.4%
BANR BANNER CORP COM NEW 0.1%
Value ($000) $183 Shares 4,186 Est. Cost $42.68 Unrealized 0.0%
NFLX NETFLIX INC COM 0.1%
Value ($000) $182 Shares 413 Est. Cost $43.48 Unrealized -15.3%
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $177 Shares 2,006 Est. Cost $84.99 Unrealized -13.5%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $175 Shares 4,216 Est. Cost $35.66 Unrealized +2.8%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $170 Shares 1,746 Est. Cost $73.01 Unrealized +15.7%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $170 Shares 775 Est. Cost $149.83 Unrealized +35.7%
VBR VANGUARD INDEX FDS VANGUARD SMALL-CAP VALUE ETF 0.1%
Value ($000) $170 Shares 1,027 Est. Cost $179.16 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $168 Shares 416 Est. Cost $272.17 Unrealized +35.2%
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 0.1%
Value ($000) $165 Shares 748 Est. Cost $217.66 Unrealized
EIX EDISON INTL COM 0.1%
Value ($000) $164 Shares 2,366 Est. Cost $49.05 Unrealized +27.1%
INGR INGREDION INC COM 0.1%
Value ($000) $164 Shares 1,548 Est. Cost $77.11 Unrealized +37.9%
VO VANGUARD INDEX FDS VANGUARD MID-CAP ETF 0.1%
Value ($000) $161 Shares 731 Est. Cost $225.67 Unrealized
ITOT ISHARES TR CORE S&P TOTAL U S STK MKT ETF 0.1%
Value ($000) $154 Shares 1,570 Est. Cost $98.09 Unrealized
BROS DUTCH BROS INC CL A 0.1%
Value ($000) $153 Shares 5,370 Est. Cost $44.02 Unrealized -32.6%
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $152 Shares 2,416 Est. Cost $58.20 Unrealized +9.1%
ADBE ADOBE SYS INC COM 0.1%
Value ($000) $150 Shares 306 Est. Cost $383.10 Unrealized +5.2%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $145 Shares 1,403 Est. Cost $34.01 Unrealized +177.8%
GE GENERAL ELEC CO COM NEW 0.1%
Value ($000) $145 Shares 1,317 Est. Cost $61.59 Unrealized +29.6%
CNQ CANADIAN NATURAL RES LTD ISIN#CA1363851017 0.1%
Value ($000) $141 Shares 2,513 Est. Cost $16.95 Unrealized +51.6%
ROYCE VALUE TR INC COM 0.1%
Value ($000) $140 Shares 10,179 Est. Cost $16.09 Unrealized
BP BP PLC SPONS ADR 0.1%
Value ($000) $139 Shares 3,936 Est. Cost $25.50 Unrealized
VXUS VANGUARD STAR FDS VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS 0.1%
Value ($000) $134 Shares 2,387 Est. Cost $60.86 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $132 Shares 2,548 Est. Cost $62.80 Unrealized -24.2%
GRMN GARMIN LTD SHS ISIN#CH0114405324 0.1%
Value ($000) $130 Shares 1,247 Est. Cost $96.24 Unrealized +0.8%
CGGR CAPITAL GROUP GROWTH ETF SHS CREATION UNIT 0.1%
Value ($000) $129 Shares 5,100 Est. Cost $21.06 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $129 Shares 3,216 Est. Cost $33.32 Unrealized +10.3%
TROW PRICE T ROWE GROUP INC COM 0.1%
Value ($000) $128 Shares 1,143 Est. Cost $108.17 Unrealized -10.9%
XAR SPDR SER TR S&P AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $126 Shares 1,040 Est. Cost $114.42 Unrealized
HPQ HP INC COM 0.1%
Value ($000) $125 Shares 4,071 Est. Cost $17.78 Unrealized +52.6%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $125 Shares 2,752 Est. Cost $32.06 Unrealized +14.1%
CLX CLOROX CO COM 0.1%
Value ($000) $124 Shares 777 Est. Cost $176.37 Unrealized -16.3%
FICO FAIR ISAAC CORPORATION COM 0.1%
Value ($000) $121 Shares 150 Est. Cost $465.09 Unrealized +61.2%
NUE NUCOR CORP COM 0.1%
Value ($000) $121 Shares 739 Est. Cost $103.03 Unrealized +36.1%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $119 Shares 1,249 Est. Cost $56.16 Unrealized +57.7%
ABT ABBOTT LABS COM 0.1%
Value ($000) $118 Shares 1,081 Est. Cost $100.90 Unrealized +0.6%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $116 Shares 838 Est. Cost $92.76 Unrealized +38.9%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $113 Shares 649 Est. Cost $122.23 Unrealized +29.9%
IJH ISHARES TR CORE S&P MID-CAP ETF 0.1%
Value ($000) $109 Shares 416 Est. Cost $242.33 Unrealized
CAH CARDINAL HEALTH INC COM 0.1%
Value ($000) $109 Shares 1,150 Est. Cost $48.96 Unrealized +64.6%
ALC ALCON SA ACT NOM ISIN#CH0432492467 0.1%
Value ($000) $104 Shares 1,258 Est. Cost $63.15 Unrealized +20.0%
DIA SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 0.1%
Value ($000) $103 Shares 300 Est. Cost $306.67 Unrealized
GLW CORNING INC COM 0.1%
Value ($000) $94 Shares 2,688 Est. Cost $30.92 Unrealized -1.0%
PHG KONINKLIJKE PHILIPS N V ISIN#US5004723038 0.0%
Value ($000) $90 Shares 4,169 Est. Cost $44.68 Unrealized
XYL XYLEM INC COM 0.0%
Value ($000) $90 Shares 800 Est. Cost $88.59 Unrealized +15.7%
DFUV DIMENSIONAL ETF TR US MARKETWIDE VALUE ETF 0.0%
Value ($000) $88 Shares 2,565 Est. Cost $31.58 Unrealized
RF REGIONS FINANCIAL CORP 0.0%
Value ($000) $88 Shares 4,950 Est. Cost $18.80 Unrealized -16.9%
VHT VANGUARD WORLD FDS VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $86 Shares 352 Est. Cost $236.09 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $84 Shares 238 Est. Cost $266.13 Unrealized +26.6%
CWT CALIFORNIA WTR SVC GROUP COM 0.0%
Value ($000) $84 Shares 1,620 Est. Cost $44.12 Unrealized +18.8%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $83 Shares 577 Est. Cost $78.75 Unrealized +55.3%
DOW DOW INC COM 0.0%
Value ($000) $82 Shares 1,533 Est. Cost $43.15 Unrealized +4.8%
UVV UNIVERSAL CORP VA COM 0.0%
Value ($000) $82 Shares 1,634 Est. Cost $51.41 Unrealized +2.3%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR 0.0%
Value ($000) $81 Shares 800 Est. Cost $77.17 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $80 Shares 175 Est. Cost $280.94 Unrealized +54.4%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $80 Shares 670 Est. Cost $130.09 Unrealized -16.7%
CGGO CAPITAL GROUP GLOBAL GROWTH ETF SHS CREATION UNIT 0.0%
Value ($000) $79 Shares 3,250 Est. Cost $20.00 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $79 Shares 1,709 Est. Cost $43.30 Unrealized -1.3%
IWP ISHARES TR RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $77 Shares 800 Est. Cost $102.50 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $76 Shares 251 Est. Cost $139.80 Unrealized +94.6%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADR ISIN#US01609W1027 0.0%
Value ($000) $75 Shares 900 Est. Cost $174.41 Unrealized
CI CIGNA GROUP COM 0.0%
Value ($000) $73 Shares 261 Est. Cost $201.90 Unrealized +22.8%
NGL NGL ENERGY PARTNERS 0.0%
Value ($000) $73 Shares 18,750 Est. Cost $1.30 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $73 Shares 1,000 Est. Cost $81.00 Unrealized
DHR DANAHER CORP COM 0.0%
Value ($000) $72 Shares 301 Est. Cost $215.75 Unrealized -3.2%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $72 Shares 1,218 Est. Cost $12.92 Unrealized +343.5%
MAA MID-AMERICA APARTMENT COMMUNITIES INC 0.0%
Value ($000) $71 Shares 465 Est. Cost $137.82 Unrealized -1.8%
MRNA MODERNA INC COM 0.0%
Value ($000) $70 Shares 580 Est. Cost $135.87 Unrealized -1.8%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $70 Shares 604 Est. Cost $50.21 Unrealized +118.9%
QUAL ISHARES TR MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $69 Shares 511 Est. Cost $133.67 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $69 Shares 994 Est. Cost $65.63 Unrealized -2.0%
REGN REGENERON PHARMACEUTICALS INC COM 0.0%
Value ($000) $68 Shares 95 Est. Cost $605.24 Unrealized +26.7%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $67 Shares 207 Est. Cost $240.95 Unrealized +27.8%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $67 Shares 794 Est. Cost $69.73 Unrealized +14.7%
DEO DIAGEO PLC SPONSORED ADR NEW ISIN#US25243Q2057 0.0%
Value ($000) $66 Shares 383 Est. Cost $163.17 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $66 Shares 2,175 Est. Cost $35.66 Unrealized -24.4%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $65 Shares 314 Est. Cost $173.18 Unrealized +1.4%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $64 Shares 3,784 Est. Cost $9.96 Unrealized +42.6%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $63 Shares 276 Est. Cost $206.74 Unrealized -3.1%
PIONEER NAT RES CO COM 0.0%
Value ($000) $62 Shares 300 Est. Cost $205.22 Unrealized
TD TORONTO DOMINION BK ISIN#CA8911605092 0.0%
Value ($000) $62 Shares 1,000 Est. Cost $50.68 Unrealized +18.7%
KLAC KLA CORP COM 0.0%
Value ($000) $62 Shares 127 Est. Cost $220.47 Unrealized +85.0%
DFUS DIMENSIONAL ETF TR U S EQUITY ETF 0.0%
Value ($000) $61 Shares 1,270 Est. Cost $47.24 Unrealized
IXJ ISHARES TR GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $59 Shares 690 Est. Cost $76.81 Unrealized
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $58 Shares 1,026 Est. Cost $22.73 Unrealized +119.6%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $58 Shares 417 Est. Cost $115.13 Unrealized +9.2%
LOW LOWES COS INC COM 0.0%
Value ($000) $57 Shares 253 Est. Cost $180.85 Unrealized +9.4%
DFIV DIMENSIONAL ETF TR INTL VALE ETF 0.0%
Value ($000) $57 Shares 1,721 Est. Cost $32.54 Unrealized
GSLC GOLDMAN SACHS ETF TR TR ACTIVEBETA U S LARGE CAP EQUITY ETF 0.0%
Value ($000) $56 Shares 639 Est. Cost $86.07 Unrealized
MAG SILVER CORP COM ISIN#CA55903Q1046 0.0%
Value ($000) $56 Shares 5,000 Est. Cost $15.00 Unrealized
VNQ VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF 0.0%
Value ($000) $56 Shares 666 Est. Cost $83.50 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $55 Shares 1,425 Est. Cost $36.73 Unrealized -8.4%
IWD ISHARES TR RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $55 Shares 346 Est. Cost $145.90 Unrealized
ENB ENBRIDGE INC REGISTERED SHS ISIN#CA29250N1050 0.0%
Value ($000) $54 Shares 1,440 Est. Cost $27.40 Unrealized +17.0%
ZTS ZOETIS INC COM 0.0%
Value ($000) $53 Shares 310 Est. Cost $155.43 Unrealized +8.2%
SCCO SOUTHERN COPPER CORP DEL COM 0.0%
Value ($000) $53 Shares 742 Est. Cost $49.86 Unrealized +29.2%
BTI BRITISH AMERN TOB PLC SPONSORED ADR ISIN#US1104481072 0.0%
Value ($000) $53 Shares 1,588 Est. Cost $36.94 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.0%
Value ($000) $52 Shares 720 Est. Cost $72.50 Unrealized
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF 0.0%
Value ($000) $52 Shares 363 Est. Cost $118.46 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $51 Shares 889 Est. Cost $43.10 Unrealized +31.4%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $50 Shares 601 Est. Cost $77.45 Unrealized -5.5%
NTRA NATERA INC COM 0.0%
Value ($000) $49 Shares 1,000 Est. Cost $83.55 Unrealized -38.9%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $49 Shares 950 Est. Cost $113.83 Unrealized -53.5%
CP CANADIAN PACIFIC KANSAS CITY LTD ISIN# CA13646K1084 0.0%
Value ($000) $49 Shares 600 Est. Cost $77.51 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $47 Shares 91 Est. Cost $514.55 Unrealized +4.0%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $47 Shares 217 Est. Cost $130.64 Unrealized +56.6%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $46 Shares 400 Est. Cost $116.56 Unrealized -12.1%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $45 Shares 616 Est. Cost $52.83 Unrealized +29.7%
DFAT DIMENSIONAL ETF TR U S TARGET VALUE ETF 0.0%
Value ($000) $44 Shares 939 Est. Cost $44.73 Unrealized
PCAR PACCAR INC COM 0.0%
Value ($000) $43 Shares 520 Est. Cost $53.60 Unrealized +24.1%
DFAS DIMENSIONAL ETF TR U S SM CAP ETF 0.0%
Value ($000) $43 Shares 788 Est. Cost $57.11 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value ($000) $43 Shares 900 Est. Cost $33.29 Unrealized +7.8%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $43 Shares 800 Est. Cost $44.29 Unrealized +2.6%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $42 Shares 378 Est. Cost $76.93 Unrealized +31.3%
DCI DONALDSON INC COM 0.0%
Value ($000) $42 Shares 676 Est. Cost $59.84 Unrealized 0.0%
CME CME GROUP INC COM 0.0%
Value ($000) $42 Shares 228 Est. Cost $138.43 Unrealized +20.3%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $42 Shares 142 Est. Cost $157.30 Unrealized +76.8%
MET METLIFE INC COM 0.0%
Value ($000) $41 Shares 725 Est. Cost $45.01 Unrealized +13.8%
SHOP SHOPIFY INC CL A ISIN#CA82509L1076 0.0%
Value ($000) $41 Shares 634 Est. Cost $45.53 Unrealized +24.2%
TRV TRAVELERS COS INC COM 0.0%
Value ($000) $40 Shares 233 Est. Cost $167.48 Unrealized +0.2%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $40 Shares 457 Est. Cost $82.07 Unrealized +2.4%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $40 Shares 363 Est. Cost $88.73 Unrealized +14.3%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $39 Shares 582 Est. Cost $179.02 Unrealized -62.0%
APTIV PLC SHS COM 0.0%
Value ($000) $38 Shares 371 Est. Cost $124.11 Unrealized
DINT DAVIS FUNDAMENTAL ETF TR SELECT INTL ETF 0.0%
Value ($000) $38 Shares 2,000 Est. Cost $16.50 Unrealized
ITT ITT INC COM 0.0%
Value ($000) $37 Shares 400 Est. Cost $69.88 Unrealized +20.2%
NORDSTROM INC 0.0%
Value ($000) $37 Shares 1,800 Est. Cost $16.14 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $36 Shares 52 Est. Cost $699.52 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $36 Shares 503 Est. Cost $23.71 Unrealized +14.6%
MA MASTERCARD INC CL A 0.0%
Value ($000) $34 Shares 87 Est. Cost $323.35 Unrealized +14.4%
SCHW SCHWAB CHARLES CORP NEW COM 0.0%
Value ($000) $34 Shares 592 Est. Cost $73.25 Unrealized -31.1%
RPM RPM INTL INC COM 0.0%
Value ($000) $33 Shares 370 Est. Cost $87.04 Unrealized -5.6%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $33 Shares 581 Est. Cost $56.16 Unrealized +7.4%
ETN EATON CORPORATION PLC SHS ISIN#IE00B8KQN827 0.0%
Value ($000) $33 Shares 163 Est. Cost $108.59 Unrealized +56.9%
LYB LYONDELLBASELL INDUSTRIES N V ORD SHS CL A 0.0%
Value ($000) $32 Shares 350 Est. Cost $71.33 Unrealized +6.5%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $32 Shares 704 Est. Cost $61.66 Unrealized -33.9%
GEHC GE HEALTHCARE TECHNOLOGIES INC COM 0.0%
Value ($000) $32 Shares 393 Est. Cost $71.08 Unrealized +11.8%
ROYCE MICRO-CAP TR INC COM 0.0%
Value ($000) $32 Shares 3,624 Est. Cost $10.17 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $31 Shares 110 Est. Cost $254.99 Unrealized +16.8%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $31 Shares 700 Est. Cost $39.44 Unrealized +1.2%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $30 Shares 169 Est. Cost $158.73 Unrealized +0.2%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $29 Shares 151 Est. Cost $193.61 Unrealized -8.0%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $28 Shares 333 Est. Cost $80.79 Unrealized -3.0%
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF 0.0%
Value ($000) $28 Shares 100 Est. Cost $252.34 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE L P UNIT LTD PARTNERSHIP INT 0.0%
Value ($000) $28 Shares 2,000 Est. Cost $8.00 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $28 Shares 213 Est. Cost $140.43 Unrealized -3.9%
FISV FISERV INC COM 0.0%
Value ($000) $28 Shares 222 Est. Cost $111.05 Unrealized +6.0%
BIDU BAIDU COM INC SPONS ADR REPSTG ORD SHS CL A ISIN#US0567521085 0.0%
Value ($000) $27 Shares 200 Est. Cost $214.81 Unrealized
KNF KNIFE RIV CORP COM 0.0%
Value ($000) $27 Shares 610 Est. Cost $44.43 Unrealized 0.0%
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $26 Shares 1,241 Est. Cost $8.97 Unrealized +16.3%
CWB SPDR SER TR BLOOMBERG U S CONV LIQUID BD INDEX 0.0%
Value ($000) $25 Shares 360 Est. Cost $63.89 Unrealized
OLN OLIN CORP COM PAR $1 0.0%
Value ($000) $25 Shares 486 Est. Cost $18.35 Unrealized +172.5%
NXPI NXP SEMICONDUCTORS NV COM STK ISIN#NL0009538784 0.0%
Value ($000) $25 Shares 122 Est. Cost $168.66 Unrealized +0.3%
HSY HERSHEY CO COM 0.0%
Value ($000) $25 Shares 100 Est. Cost $130.99 Unrealized +85.8%
KRG KITE RLTY GROUP TR COM NEW 0.0%
Value ($000) $25 Shares 1,115 Est. Cost $21.05 Unrealized
ILCG ISHARES TR MORNINGSTAR GROWTH ETF 0.0%
Value ($000) $24 Shares 392 Est. Cost $63.78 Unrealized
IYJ ISHARES TR US INDUSTRIALS ETF 0.0%
Value ($000) $23 Shares 220 Est. Cost $95.45 Unrealized
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $22 Shares 916 Est. Cost $36.30 Unrealized -38.1%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $22 Shares 2,034 Est. Cost $11.14 Unrealized -15.0%
IJT ISHARES TR S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $21 Shares 187 Est. Cost $133.69 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $21 Shares 50 Est. Cost $161.42 Unrealized +135.1%
IWN ISHARES TR RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $21 Shares 151 Est. Cost $165.56 Unrealized
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $21 Shares 225 Est. Cost $104.34 Unrealized -25.2%
ACN ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34 0.0%
Value ($000) $21 Shares 68 Est. Cost $231.50 Unrealized +20.8%
IUSG ISHARES TR CORE S&P U S GROWTH ETF 0.0%
Value ($000) $21 Shares 213 Est. Cost $107.98 Unrealized
JOBY JOBY AVIATION INC COM ISIN#KYG651631007 0.0%
Value ($000) $21 Shares 2,000 Est. Cost $7.75 Unrealized -30.1%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $20 Shares 250 Est. Cost $62.43 Unrealized +14.4%
VMWARE INC CL A COM 0.0%
Value ($000) $20 Shares 141 Est. Cost $113.16 Unrealized
SAVA CASSAVA SCIENCES INC COM 0.0%
Value ($000) $20 Shares 800 Est. Cost $59.70 Unrealized -59.7%
VTRS VIATRIS INC COM 0.0%
Value ($000) $20 Shares 1,957 Est. Cost $10.53 Unrealized -19.6%
IEFA ISHARES TR CORE MSCI EAFE ETF 0.0%
Value ($000) $19 Shares 286 Est. Cost $69.93 Unrealized
VB VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $19 Shares 97 Est. Cost $198.47 Unrealized
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $19 Shares 100 Est. Cost $92.85 Unrealized +113.3%
VTR VENTAS INC COM 0.0%
Value ($000) $19 Shares 401 Est. Cost $39.62 Unrealized +4.5%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $19 Shares 150 Est. Cost $106.49 Unrealized +3.7%
EPAC ENERPAC TOOL GROUP CORP CL A COM 0.0%
Value ($000) $19 Shares 698 Est. Cost $20.72 Unrealized +22.1%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $19 Shares 260 Est. Cost $45.20 Unrealized +47.7%
ECL ECOLAB INC COM 0.0%
Value ($000) $19 Shares 100 Est. Cost $152.01 Unrealized +10.1%
NOW SERVICENOW INC COM 0.0%
Value ($000) $19 Shares 33 Est. Cost $96.37 Unrealized +3.7%
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value ($000) $18 Shares 267 Est. Cost $53.93 Unrealized +26.6%
XLU SELECT SECTOR SPDR TR UTILS 0.0%
Value ($000) $18 Shares 275 Est. Cost $65.12 Unrealized
JELD JELD-WEN HLDG INC COM 0.0%
Value ($000) $18 Shares 1,015 Est. Cost $28.30 Unrealized -50.8%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $18 Shares 500 Est. Cost $34.31 Unrealized +1.8%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $17 Shares 452 Est. Cost $17.29 Unrealized +96.3%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $17 Shares 321 Est. Cost $31.93 Unrealized +37.4%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $17 Shares 117 Est. Cost $100.42 Unrealized +46.5%
MKL MARKEL GROUP INC COM 0.0%
Value ($000) $17 Shares 12 Est. Cost $996.82 Unrealized +34.5%
BKR BAKER HUGHES CO CL A 0.0%
Value ($000) $17 Shares 524 Est. Cost $28.29 Unrealized -3.1%
HLN HALEON PLC ADR ISIN#US4055521003 0.0%
Value ($000) $17 Shares 1,975 Est. Cost $5.85 Unrealized
IBKR INTERACTIVE BROKERS GROUP INC CL A - COM 0.0%
Value ($000) $16 Shares 197 Est. Cost $20.03 Unrealized -2.9%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $16 Shares 85 Est. Cost $89.37 Unrealized +89.2%
JBL JABIL INC COM 0.0%
Value ($000) $16 Shares 150 Est. Cost $37.14 Unrealized +135.6%
IBB ISHARES TR BIOTECHNOLOGY ETF 0.0%
Value ($000) $16 Shares 127 Est. Cost $144.47 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $16 Shares 82 Est. Cost $164.87 Unrealized +9.7%
EOG EOG RES INC COM 0.0%
Value ($000) $16 Shares 140 Est. Cost $109.31 Unrealized -4.5%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $16 Shares 329 Est. Cost $50.65 Unrealized -10.3%
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $16 Shares 150 Est. Cost $89.68 Unrealized +16.3%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $16 Shares 107 Est. Cost $98.18 Unrealized +41.1%
FERG1GBX FERGUSON PLC NEW REGISTERED SHS ISIN#JE00BJVNSS43 0.0%
Value ($000) $16 Shares 100 Est. Cost $157.31 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $16 Shares 1,243 Est. Cost $18.55 Unrealized -30.0%
JOYY JOYY INC ADS REPSTG COM CL A 0.0%
Value ($000) $15 Shares 500 Est. Cost $26.00 Unrealized
IJJ ISHARES TR S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $15 Shares 139 Est. Cost $107.13 Unrealized
ADM ARCHER-DANIELS MIDLAND CO COM 0.0%
Value ($000) $15 Shares 195 Est. Cost $69.31 Unrealized 0.0%
BWA BORGWARNER INC COM 0.0%
Value ($000) $15 Shares 300 Est. Cost $31.44 Unrealized +26.1%
RYN RAYONIER INC COM 0.0%
Value ($000) $15 Shares 464 Est. Cost $30.17 Unrealized
FHB FIRST HAWAIIAN INC COM 0.0%
Value ($000) $14 Shares 800 Est. Cost $21.96 Unrealized -26.7%
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR ISIN#US03524A1088 0.0%
Value ($000) $14 Shares 254 Est. Cost $63.91 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $14 Shares 210 Est. Cost $66.86 Unrealized 0.0%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $14 Shares 128 Est. Cost $77.69 Unrealized +23.4%
ABNB AIRBNB INC CL A COM 0.0%
Value ($000) $14 Shares 109 Est. Cost $167.17 Unrealized -30.0%
WELL WELLTOWER INC COM 0.0%
Value ($000) $14 Shares 171 Est. Cost $56.18 Unrealized +29.3%
CMI CUMMINS INC COM 0.0%
Value ($000) $14 Shares 56 Est. Cost $198.26 Unrealized +7.4%
IVZ INVESCO LTD ORD SHS ISIN#BMG491BT11088 0.0%
Value ($000) $14 Shares 811 Est. Cost $15.54 Unrealized -8.7%
WPC W P CAREY INC COM 0.0%
Value ($000) $14 Shares 200 Est. Cost $70.00 Unrealized
CAL CALERES INC COM 0.0%
Value ($000) $13 Shares 562 Est. Cost $10.45 Unrealized +106.8%
PNR PENTAIR PLC SHS ISIN#IE00BLS09M33 0.0%
Value ($000) $13 Shares 196 Est. Cost $47.98 Unrealized +16.5%
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $46.50 Unrealized +22.5%
HEI/A HEICO CORP NEW CL A 0.0%
Value ($000) $13 Shares 89 Est. Cost $133.56 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDGS PB LTD CO ISIN#IE00BKVD2N49 0.0%
Value ($000) $12 Shares 200 Est. Cost $75.21 Unrealized -24.8%
IUSV ISHARES TR CORE S&P U S VALUE ETF 0.0%
Value ($000) $12 Shares 158 Est. Cost $75.95 Unrealized
DWLD DAVIS FUNDAMENTAL ETF TR SELECT WORLDWIDE ETF 0.0%
Value ($000) $12 Shares 421 Est. Cost $30.95 Unrealized
SLAB SILICON LABORATORIES INC OC-COM 0.0%
Value ($000) $12 Shares 75 Est. Cost $112.65 Unrealized +34.1%
CARR CARRIER GLOBAL CORP COM 0.0%
Value ($000) $12 Shares 237 Est. Cost $33.81 Unrealized +25.7%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $11 Shares 440 Est. Cost $186.31 Unrealized -86.5%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $11 Shares 190 Est. Cost $50.91 Unrealized +11.0%
F FORD MTR CO DEL COM PAR $0 01 0.0%
Value ($000) $11 Shares 720 Est. Cost $11.02 Unrealized -3.0%
BNTX BIONTECH SE ADS ISIN#US09075V1026 0.0%
Value ($000) $11 Shares 100 Est. Cost $170.00 Unrealized
TNL TRAVEL AND LEISURE CO COM 0.0%
Value ($000) $11 Shares 267 Est. Cost $45.04 Unrealized -23.8%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $11 Shares 42 Est. Cost $84.74 Unrealized +22.8%
PRTA PROTHENA CORP PLC SHS ISIN#IE00B91XRN20 0.0%
Value ($000) $11 Shares 155 Est. Cost $11.83 Unrealized +445.3%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $11 Shares 118 Est. Cost $60.07 Unrealized +34.2%
NVT NVENT ELECTRIC PLC REGISTERED SHS ISIN#IE00BDVJJQ56 0.0%
Value ($000) $10 Shares 196 Est. Cost $19.34 Unrealized +122.4%
EWBC EAST WEST BANCORP INC COM 0.0%
Value ($000) $10 Shares 186 Est. Cost $63.25 Unrealized -25.8%
TEKLA HEALTHCARE INVS SH BEN INT 0.0%
Value ($000) $10 Shares 575 Est. Cost $22.92 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $10 Shares 163 Est. Cost $52.57 Unrealized 0.0%
CRUS CIRRUS LOGIC INC COM 0.0%
Value ($000) $10 Shares 120 Est. Cost $75.15 Unrealized +10.1%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $10 Shares 300 Est. Cost $35.85 Unrealized -18.9%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $9 Shares 20 Est. Cost $257.79 Unrealized +50.6%
RVTY REVVITY INC COM 0.0%
Value ($000) $9 Shares 76 Est. Cost $131.57 Unrealized -7.2%
DTM DT MIDSTREAM INC COM 0.0%
Value ($000) $9 Shares 181 Est. Cost $35.96 Unrealized +19.3%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $9 Shares 105 Est. Cost $75.64 Unrealized +0.7%
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $9 Shares 75 Est. Cost $141.72 Unrealized -9.1%
NEM NEWMONT CORP COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $49.53 Unrealized -14.4%
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $9 Shares 150 Est. Cost $49.97 Unrealized 0.0%
R RYDER SYS INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $55.64 Unrealized +48.0%
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) $8 Shares 434 Est. Cost $17.78 Unrealized -34.2%
BOC BOSTON OMAHA CORP CL A 0.0%
Value ($000) $8 Shares 433 Est. Cost $20.31 Unrealized 0.0%
MLKN MILLERKNOLL INC COM 0.0%
Value ($000) $8 Shares 551 Est. Cost $29.83 Unrealized -51.3%
VIG VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS 0.0%
Value ($000) $8 Shares 50 Est. Cost $137.93 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $8 Shares 87 Est. Cost $47.25 Unrealized +72.2%
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $97.53 Unrealized -17.9%
NOMD NOMAD FOODS LTD SHS ISIN#VGG6564A1057 0.0%
Value ($000) $8 Shares 452 Est. Cost $24.75 Unrealized -26.5%
BMBL BUMBLE INC COM CL A 0.0%
Value ($000) $8 Shares 470 Est. Cost $43.66 Unrealized -60.4%
IJS ISHARES TR S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $8 Shares 81 Est. Cost $95.09 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW COM 0.0%
Value ($000) $8 Shares 8 Est. Cost $46.07 Unrealized +32.6%
SLI STANDARD LITHIUM CP REGISTERED SHS ISIN#CA8536061010 0.0%
Value ($000) $7 Shares 1,630 Est. Cost $9.79 Unrealized -60.2%
HAWAIIAN HLDGS INC COM 0.0%
Value ($000) $7 Shares 655 Est. Cost $15.45 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $7 Shares 262 Est. Cost $23.72 Unrealized +5.0%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $7 Shares 129 Est. Cost $47.13 Unrealized +10.8%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $7 Shares 50 Est. Cost $135.59 Unrealized 0.0%
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $7 Shares 600 Est. Cost $9.78 Unrealized 0.0%
SYF SYNCHRONY FINL COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $26.74 Unrealized +7.8%
SUNPOWER CORP COM 0.0%
Value ($000) $7 Shares 691 Est. Cost $26.05 Unrealized
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $7 Shares 30 Est. Cost $136.81 Unrealized +37.4%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $7 Shares 21 Est. Cost $289.15 Unrealized 0.0%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $7 Shares 29 Est. Cost $141.39 Unrealized +38.5%
PAR PAR TECHNOLOGY CORP COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $49.09 Unrealized -31.9%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $23.33 Unrealized +14.7%
XLI SELECT SECTOR SPDR TR INDL 0.0%
Value ($000) $6 Shares 60 Est. Cost $107.32 Unrealized
BERRY GLOBAL GROUP INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
AGENUS INC COM NEW 0.0%
Value ($000) $6 Shares 4,000 Est. Cost $1.52 Unrealized
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
CLEARBRIDGE ENERGY MIDSTREAM OPPORTUNITY FD INC COM NEW 0.0%
Value ($000) $6 Shares 207 Est. Cost $19.32 Unrealized
XLF SELECT SECTOR SPDR TR FINANCIAL 0.0%
Value ($000) $6 Shares 180 Est. Cost $33.71 Unrealized
ONON ON HOLDING AG NAMEN-AKT -A- ISIN#CH1134540470 0.0%
Value ($000) $6 Shares 175 Est. Cost $30.96 Unrealized -1.8%
TOTALENERGIES SE SPONS ADR ISIN#US89151E1091 0.0%
Value ($000) $6 Shares 100 Est. Cost $45.11 Unrealized
OXY/WS OCCIDENTAL PETE CORP WT EXP EXP 08/03/27 0.0%
Value ($000) $6 Shares 152 Est. Cost $6.64 Unrealized
AG FIRST MAJESTIC SILVER CORP COM ISIN#CA32076V1031 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $13.70 Unrealized -53.6%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $6 Shares 17 Est. Cost $314.59 Unrealized -5.8%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $6 Shares 14 Est. Cost $343.70 Unrealized +4.1%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $6 Shares 21 Est. Cost $234.15 Unrealized +3.3%
DXCM DEXCOM INC COM 0.0%
Value ($000) $6 Shares 43 Est. Cost $120.95 Unrealized 0.0%
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.0%
Value ($000) $6 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 +26.4%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $5 Shares 350 Est. Cost $24.39 Unrealized -53.4%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $5 Shares 75 Est. Cost $246.15 Unrealized -75.8%
SLB SCHLUMBERGER LTD COM ISIN# AN8068571086 0.0%
Value ($000) $5 Shares 109 Est. Cost $49.39 Unrealized -9.9%
JCI JOHNSON CTLS INTL PLC SHS ISIN#IE00BY7QL619 0.0%
Value ($000) $5 Shares 77 Est. Cost $40.18 Unrealized +46.0%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $5 Shares 44 Est. Cost $84.59 Unrealized +11.6%
INTU INTUIT COM 0.0%
Value ($000) $5 Shares 11 Est. Cost $553.01 Unrealized -22.1%
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $5 Shares 673 Est. Cost $153.42 Unrealized -94.9%
CLNE CLEAN ENERGY FUELS CORP COM 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $5.16 Unrealized -15.2%
GVYB GOLDEN VY BANCSHARES INC COM 0.0%
Value ($000) $5 Shares 421 Est. Cost $10.79 Unrealized +12.0%
OGN ORGANON & CO COM 0.0%
Value ($000) $5 Shares 237 Est. Cost $25.21 Unrealized -24.2%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $5 Shares 64 Est. Cost $73.42 Unrealized -0.7%
WAB WABTEC COM 0.0%
Value ($000) $5 Shares 44 Est. Cost $66.42 Unrealized +47.4%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $5 Shares 12 Est. Cost $320.08 Unrealized +2.6%
MAS MASCO CORP COM 0.0%
Value ($000) $5 Shares 80 Est. Cost $49.92 Unrealized 0.0%
HELE HELEN OF TROY LTD ORD NEW ISIN#BMG4388N1065 0.0%
Value ($000) $4 Shares 40 Est. Cost $97.34 Unrealized -1.7%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $4 Shares 13 Est. Cost $270.53 Unrealized +2.0%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $144.85 Unrealized 0.0%
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $88.03 Unrealized -53.9%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $4 Shares 24 Est. Cost $212.09 Unrealized -11.7%
JAMF HLDG CORP COM 0.0%
Value ($000) $4 Shares 200 Est. Cost $30.00 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $4 Shares 45 Est. Cost $94.11 Unrealized 0.0%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $4 Shares 13 Est. Cost $247.58 Unrealized +7.1%
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.0%
Value ($000) $4 Shares 3 Est. Cost $768.01 Unrealized +49.2%
VFC V F CORP COM 0.0%
Value ($000) $4 Shares 200 Est. Cost $26.28 Unrealized -22.0%
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $33.07 Unrealized -16.2%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $347.27 Unrealized +6.2%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $4 Shares 15 Est. Cost $181.01 Unrealized +21.3%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $4 Shares 15 Est. Cost $222.70 Unrealized 0.0%
IJK ISHARES TR S&P MIDCAP 400 GROWTH ETF 0.0%
Value ($000) $4 Shares 48 Est. Cost $75.00 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $4 Shares 18 Est. Cost $240.71 Unrealized -16.3%
MYGN MYRIAD GENETICS INC COM 0.0%
Value ($000) $3 Shares 150 Est. Cost $16.15 Unrealized +35.1%
MPT MEDICAL PPTYS TR INC COM 0.0%
Value ($000) $3 Shares 375 Est. Cost $14.70 Unrealized
NET CLOUDFLARE INC CL A 0.0%
Value ($000) $3 Shares 51 Est. Cost $49.47 Unrealized +20.6%
NTAP NETAPP INC COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $51.87 Unrealized +23.0%
VALE VALE S A ADR ISIN#US91912E1055 0.0%
Value ($000) $3 Shares 237 Est. Cost $15.24 Unrealized
OLED UNIVERSAL DISPLAY CORP COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $204.14 Unrealized -31.7%
PARAMOUNT GLOBAL CL B 0.0%
Value ($000) $3 Shares 172 Est. Cost $38.15 Unrealized
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $3 Shares 25 Est. Cost $111.79 Unrealized -13.0%
PECO PHILLIPS EDISON & CO INC COM NEW 0.0%
Value ($000) $2 Shares 70 Est. Cost $32.61 Unrealized
MAXEON SOLAR TECHNOLOGIES LTD ORD SHS ISIN#SGXZ25336314 0.0%
Value ($000) $2 Shares 84 Est. Cost $23.81 Unrealized
KD KYNDRYL HLDGS INC COM 0.0%
Value ($000) $2 Shares 178 Est. Cost $21.59 Unrealized -37.3%
BFH BREAD FINANCIAL HOLDINGS INC 0.0%
Value ($000) $2 Shares 75 Est. Cost $33.92 Unrealized -19.5%
POR PORTLAND GEN ELEC CO COM NEW 0.0%
Value ($000) $2 Shares 50 Est. Cost $41.53 Unrealized +5.3%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $2 Shares 40 Est. Cost $51.86 Unrealized -2.4%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $2 Shares 44 Est. Cost $33.58 Unrealized +28.3%
SONY SONY GROUP CORP AMERN SH NEW ISIN#US8356993076 0.0%
Value ($000) $2 Shares 20 Est. Cost $90.05 Unrealized
GAP GAP INC COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $15.00 Unrealized -45.9%
EVGO EVGO INC CL A COM 0.0%
Value ($000) $2 Shares 428 Est. Cost $10.95 Unrealized -53.4%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $424.73 Unrealized -2.9%
AA ALCOA CORP COM 0.0%
Value ($000) $1 Shares 44 Est. Cost $16.62 Unrealized +111.5%
CHARGEPOINT HLDGS INC CL A 0.0%
Value ($000) $1 Shares 166 Est. Cost $18.07 Unrealized
PINS PINTEREST INC CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $25.91 Unrealized -3.8%
KELLOGG CO COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $56.32 Unrealized +3.5%
PACB PACIFIC BIOSCIENCES CALIF INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.77 Unrealized +3.3%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $1 Shares 17 Est. Cost $67.67 Unrealized 0.0%
TDC TERADATA CORP DEL COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $39.10 Unrealized +15.3%
CHWY CHEWY INC CL A 0.0%
Value ($000) $1 Shares 31 Est. Cost $34.81 Unrealized 0.0%
SLVM SYLVAMO CORP COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $26.31 Unrealized +50.8%
ARLO ARLO TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $6.09 Unrealized +33.6%
FUVV ARCIMOTO INC COM NEW 0.0%
Value ($000) $1 Shares 673 Est. Cost $10.91 Unrealized -85.8%
CXW CORECIVIC INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.19 Unrealized +26.2%
QS QUANTUMSCAPE CORP CL A 0.0%
Value ($000) $1 Shares 100 Est. Cost $18.09 Unrealized -61.6%
CC CHEMOURS CO COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $19.82 Unrealized +39.0%
BLNK BLINK CHARGING CO COM 0.0%
Value ($000) $1 Shares 116 Est. Cost $32.19 Unrealized -78.5%
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $1 Shares 56 Est. Cost $17.86 Unrealized
BN BROOKFIELD CORP VTG SHS CL A ISIN#CA11271J1075 0.0%
Value ($000) $1 Shares 18 Est. Cost $21.90 Unrealized -5.0%
ZIMVIE INC COM 0.0%
Value ($000) $1 Shares 49 Est. Cost $24.84 Unrealized
OTEX OPEN TEXT CORP COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $37.13 Unrealized -0.6%
CYBERARK SOFTWARE LTD SHS ISIN#IL0011334468 0.0%
Value ($000) $0 Shares 2 Est. Cost $156.50 Unrealized
RITE AID CORP COM PAR $1 00 0.0%
Value ($000) $0 Shares 205 Est. Cost $3.34 Unrealized
WB WEIBO CORP SPONS ADR ISIN#US9485961018 0.0%
Value ($000) $0 Shares 20 Est. Cost $50.00 Unrealized
SANM SANMINA CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $29.66 Unrealized +84.8%
ETF MANAGERS TR ETFMG PRIME CYBER SEC ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $50.67 Unrealized
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 +8.3%
MINK THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 58 Est. Cost $2.10 Unrealized
EPC EDGEWELL PERS CARE CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $29.63 Unrealized +36.9%
RIVN RIVIAN AUTOMOTIVE INC CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $35.41 Unrealized -60.5%
ENR ENERGIZER HLDGS INC NEW COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $34.38 Unrealized -14.1%
ROBO EXCHANGE TRADED CONCEPTS TR ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $59.00 Unrealized
OBE OBSIDIAN ENERGY LTD REGISTERED SHS ISIN#CA6744822033 0.0%
Value ($000) $0 Shares 7 Est. Cost $7.30 Unrealized -15.1%
EMBC EMBECTA CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $25.42 Unrealized -3.7%
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
SVB FINL GROUP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $300.00 Unrealized
TILRAY BRANDS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $1.67 Unrealized
CRON CRONOS GROUP INC COM ISIN#CA22717L1013 0.0%
Value ($000) $0 Shares 2 Est. Cost $1.83 Unrealized 0.0%
AQUABOUNTY TECHNOLOGIES INC COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
CANOPY GROWTH CORP COM ISIN# CA1380351009 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.50 Unrealized
BXRXQ BAUDAX BIO INC COM PAR $0 01 0.0%
Value ($000) $0 Shares 1 Est. Cost $5.99 Unrealized -84.0%