1620 INVESTMENT ADVISORS, INC. Diversified Active

CIK: 0001907281 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 23, 2024

Total Value ($000): $130,534 (100.0% shares, 0.0% debt)

Holdings (594)

SPDR Portfolio Intrmdt Term Corp Bd ETF 3.1%
Value ($000) $4,031 Shares 123,804 Est. Cost $32.56 Unrealized
IEF iShares 7-10 Year Treasury Bond ETF 2.5%
Value ($000) $3,303 Shares 35,275 Est. Cost $106.57 Unrealized
SPDR MSCI EAFE StrategicFactors ETF 2.4%
Value ($000) $3,174 Shares 42,473 Est. Cost $74.74 Unrealized
SPTS SPDR Ptf Short-Term Treasury ETF 2.2%
Value ($000) $2,855 Shares 98,888 Est. Cost $28.94 Unrealized
Tri Continental Corporation 2.1%
Value ($000) $2,783 Shares 89,870 Est. Cost $25.81 Unrealized
JPMorgan Chase & CO 1.9%
Value ($000) $2,526 Shares 12,489 Est. Cost $202.26 Unrealized
MSFT Microsoft Corp 1.9%
Value ($000) $2,473 Shares 5,533 Est. Cost $319.29 Unrealized +30.7%
SUB iShares Short Term Ntnl Muni Bond ETF 1.8%
Value ($000) $2,347 Shares 22,451 Est. Cost $105.30 Unrealized
TJX TJX Companies Inc 1.6%
Value ($000) $2,127 Shares 19,317 Est. Cost $86.07 Unrealized +14.6%
AAPL Apple Inc 1.6%
Value ($000) $2,024 Shares 9,609 Est. Cost $154.71 Unrealized +19.7%
IGSB iShares Short-Term Corporate Bond ETF 1.5%
Value ($000) $1,969 Shares 38,434 Est. Cost $50.38 Unrealized
FRDM Freedom 100 Emerging Markets ETF 1.5%
Value ($000) $1,939 Shares 54,904 Est. Cost $27.80 Unrealized
SCHP Schwab U.S. TIPS ETF 1.5%
Value ($000) $1,898 Shares 36,484 Est. Cost $52.16 Unrealized
Eaton Corp PLC 1.3%
Value ($000) $1,670 Shares 5,326 Est. Cost $313.55 Unrealized
SPDR Doubleline Total Return Tactical ETF 1.3%
Value ($000) $1,633 Shares 41,123 Est. Cost $39.72 Unrealized
Abbvie, Inc. 1.1%
Value ($000) $1,433 Shares 8,355 Est. Cost $171.52 Unrealized
Vaneck Vectors Amt-Free Intermediate Mun I 1.1%
Value ($000) $1,399 Shares 30,529 Est. Cost $45.84 Unrealized
VanEck Vectors Fallen Angel HiYld Bd ETF 1.0%
Value ($000) $1,353 Shares 47,797 Est. Cost $28.30 Unrealized
CVX Chevron Corporation 1.0%
Value ($000) $1,333 Shares 8,523 Est. Cost $102.21 Unrealized +45.2%
PEP Pepsico Inc 1.0%
Value ($000) $1,322 Shares 8,018 Est. Cost $151.28 Unrealized +7.3%
TSM Taiwan Semiconductor Manufacturing Co Ltd 1.0%
Value ($000) $1,303 Shares 7,497 Est. Cost $104.44 Unrealized
RTX Corporation 1.0%
Value ($000) $1,268 Shares 12,626 Est. Cost $100.39 Unrealized
Verizon Communications 0.9%
Value ($000) $1,211 Shares 29,357 Est. Cost $41.24 Unrealized
PIMCO Active Bond ETF 0.9%
Value ($000) $1,209 Shares 13,272 Est. Cost $91.08 Unrealized
SPDR Doubleline Emerging Mkts Fxd Inc ETF 0.9%
Value ($000) $1,148 Shares 27,159 Est. Cost $42.26 Unrealized
MCHP Microchip Technology 0.9%
Value ($000) $1,146 Shares 12,523 Est. Cost $72.81 Unrealized +20.0%
John Hancock Preferred Income ETF 0.8%
Value ($000) $1,081 Shares 48,357 Est. Cost $22.35 Unrealized
Marathon Pete Corp 0.8%
Value ($000) $1,041 Shares 6,000 Est. Cost $173.49 Unrealized
BRK/B Berkshire Hathaway 0.8%
Value ($000) $986 Shares 2,424 Est. Cost $368.44 Unrealized +10.9%
ExxonMobil Corp 0.7%
Value ($000) $976 Shares 8,481 Est. Cost $115.12 Unrealized
GLW Corning Inc 0.7%
Value ($000) $964 Shares 24,810 Est. Cost $33.20 Unrealized +1.4%
IBM IBM Corp 0.7%
Value ($000) $956 Shares 5,526 Est. Cost $106.49 Unrealized +55.7%
Novartis AG Sponsored ADR 0.7%
Value ($000) $938 Shares 8,810 Est. Cost $106.46 Unrealized
Netapp Inc 0.7%
Value ($000) $920 Shares 7,146 Est. Cost $128.80 Unrealized
Broadcom Inc. 0.7%
Value ($000) $915 Shares 570 Est. Cost $1605.53 Unrealized
SO Southern Company 0.7%
Value ($000) $864 Shares 11,143 Est. Cost $71.19 Unrealized +0.8%
Ares Capital Corp 0.6%
Value ($000) $822 Shares 39,432 Est. Cost $20.84 Unrealized
SPDR MSCI USA StrategicFactors ETF 0.6%
Value ($000) $818 Shares 5,545 Est. Cost $147.47 Unrealized
Powell Industries, Inc. 0.6%
Value ($000) $776 Shares 5,410 Est. Cost $143.40 Unrealized
HD Home Depot Inc 0.6%
Value ($000) $764 Shares 2,218 Est. Cost $342.45 Unrealized -4.3%
AZN AstraZeneca Plc 0.6%
Value ($000) $755 Shares 9,680 Est. Cost $59.25 Unrealized
MDLZ Mondelez Intl Class A 0.6%
Value ($000) $747 Shares 11,416 Est. Cost $56.15 Unrealized +16.0%
Invesco Preferred ETF 0.6%
Value ($000) $730 Shares 63,179 Est. Cost $11.55 Unrealized
Tortoise Energy Infrastructure 0.5%
Value ($000) $713 Shares 20,442 Est. Cost $34.87 Unrealized
RenaissanceRe Holdings Ltd Pfd F 0.5%
Value ($000) $689 Shares 29,810 Est. Cost $23.10 Unrealized
RPM RPM International 0.5%
Value ($000) $663 Shares 6,159 Est. Cost $100.87 Unrealized +9.8%
Invitation Homes Inc. 0.5%
Value ($000) $658 Shares 18,339 Est. Cost $35.89 Unrealized
HTGC Hercules Capital Inc 0.5%
Value ($000) $649 Shares 31,746 Est. Cost $16.96 Unrealized +13.5%
WMB Williams Cos 0.5%
Value ($000) $642 Shares 15,105 Est. Cost $37.71 Unrealized 0.0%
Starwood Ppty Tr REIT 0.5%
Value ($000) $642 Shares 33,886 Est. Cost $18.94 Unrealized
Innovative Industrial Properties, Inc. 0.5%
Value ($000) $639 Shares 5,848 Est. Cost $109.22 Unrealized
IFF Intl Flavors & Fragrances Inc. 0.5%
Value ($000) $633 Shares 6,646 Est. Cost $69.52 Unrealized +27.3%
AMZN Amazon Com Inc 0.5%
Value ($000) $633 Shares 3,273 Est. Cost $130.92 Unrealized +40.3%
STZ Constellation Brands, Inc. 0.5%
Value ($000) $617 Shares 2,398 Est. Cost $214.34 Unrealized +15.9%
EPR Properties REIT 0.5%
Value ($000) $609 Shares 14,511 Est. Cost $41.98 Unrealized
The Blackstone Group Inc. 0.5%
Value ($000) $602 Shares 4,860 Est. Cost $123.80 Unrealized
DIS Walt Disney Co 0.5%
Value ($000) $598 Shares 6,024 Est. Cost $139.48 Unrealized -24.3%
LNC Lincoln Natl-In 0.5%
Value ($000) $597 Shares 19,201 Est. Cost $24.79 Unrealized +11.1%
Public Storage Pfd M 0.5%
Value ($000) $597 Shares 32,095 Est. Cost $18.60 Unrealized
DRH Diamondrock Hospitality Tr REIT 0.5%
Value ($000) $595 Shares 70,463 Est. Cost $9.61 Unrealized
PANW Palo Alto Networks Inc. 0.4%
Value ($000) $568 Shares 1,674 Est. Cost $147.78 Unrealized +1.2%
FHI Federated Hermes Inc., Class B 0.4%
Value ($000) $563 Shares 17,112 Est. Cost $30.76 Unrealized +1.7%
Kinder Morgan 0.4%
Value ($000) $550 Shares 27,677 Est. Cost $19.87 Unrealized
NSA National Storage Affiliates 0.4%
Value ($000) $550 Shares 13,337 Est. Cost $41.22 Unrealized
Alphabet Inc. Class A 0.4%
Value ($000) $543 Shares 2,983 Est. Cost $182.15 Unrealized
PFE Pfizer Incorporated 0.4%
Value ($000) $541 Shares 19,329 Est. Cost $25.39 Unrealized -2.4%
ADC Agree Realty Corp REIT 0.4%
Value ($000) $535 Shares 8,642 Est. Cost $70.61 Unrealized
The Allstate Corporation Pfd I 0.4%
Value ($000) $532 Shares 26,221 Est. Cost $20.27 Unrealized
Johnson Controls Intl Inc 0.4%
Value ($000) $528 Shares 7,948 Est. Cost $66.47 Unrealized
BBY Best Buy Inc 0.4%
Value ($000) $513 Shares 6,091 Est. Cost $63.71 Unrealized +14.9%
iShares Investment Grade Bond Factor ETF 0.4%
Value ($000) $513 Shares 11,573 Est. Cost $44.36 Unrealized
A T & T Inc 0.4%
Value ($000) $502 Shares 26,249 Est. Cost $19.11 Unrealized
Seagate Technology Holdings PLC 0.4%
Value ($000) $497 Shares 4,809 Est. Cost $103.27 Unrealized
The Travelers Cos Inc. 0.4%
Value ($000) $495 Shares 2,434 Est. Cost $203.34 Unrealized
RITM Rithm Capital Corp. 0.4%
Value ($000) $493 Shares 45,187 Est. Cost $10.90 Unrealized
WMT Wal-Mart Stores Inc 0.4%
Value ($000) $491 Shares 7,252 Est. Cost $52.46 Unrealized +18.1%
KMB Kimberly Clark Corp 0.4%
Value ($000) $491 Shares 3,550 Est. Cost $115.07 Unrealized +8.9%
Medtronic 0.4%
Value ($000) $484 Shares 6,148 Est. Cost $78.71 Unrealized
SHY iShares Tr Barclays Treasury Bd 1-3 Year 0.4%
Value ($000) $483 Shares 5,920 Est. Cost $82.09 Unrealized
ABT Abbott Laboratories 0.4%
Value ($000) $480 Shares 4,618 Est. Cost $115.52 Unrealized -10.9%
SLB Schlumberger LTD 0.4%
Value ($000) $470 Shares 9,963 Est. Cost $45.98 Unrealized -0.0%
OKE Oneok Inc 0.4%
Value ($000) $470 Shares 5,757 Est. Cost $68.02 Unrealized +8.7%
HRB Block H & R 0.3%
Value ($000) $457 Shares 8,425 Est. Cost $41.91 Unrealized +13.2%
NOC Northrop Grummn 0.3%
Value ($000) $456 Shares 1,046 Est. Cost $444.00 Unrealized 0.0%
BMY Bristol-Myers Squibb 0.3%
Value ($000) $448 Shares 10,781 Est. Cost $46.30 Unrealized -11.4%
TMO Thermo Fisher Scientific 0.3%
Value ($000) $447 Shares 808 Est. Cost $582.53 Unrealized -2.2%
RL Ralph Lauren Corporation 0.3%
Value ($000) $446 Shares 2,547 Est. Cost $95.39 Unrealized +76.6%
Du Pont EI De Nemour 0.3%
Value ($000) $446 Shares 5,535 Est. Cost $80.49 Unrealized
Flex LNG LTD 0.3%
Value ($000) $441 Shares 16,300 Est. Cost $27.04 Unrealized
Guess Inc 0.3%
Value ($000) $439 Shares 21,510 Est. Cost $22.84 Unrealized
PEG Pub Svc Enterprise Grp 0.3%
Value ($000) $436 Shares 5,912 Est. Cost $67.38 Unrealized +0.1%
VanEck Morningstar Wide Moat ETF 0.3%
Value ($000) $435 Shares 5,023 Est. Cost $86.61 Unrealized
Dominion Energy Inc 0.3%
Value ($000) $407 Shares 8,307 Est. Cost $49.00 Unrealized
GILD Gilead Science Inc 0.3%
Value ($000) $403 Shares 5,872 Est. Cost $70.79 Unrealized -10.8%
LMT Lockheed Martin Corp 0.3%
Value ($000) $396 Shares 847 Est. Cost $417.42 Unrealized +5.8%
MLR Miller Industries 0.3%
Value ($000) $394 Shares 7,153 Est. Cost $28.34 Unrealized +88.7%
Cheniere Energy Inc 0.3%
Value ($000) $392 Shares 2,242 Est. Cost $174.83 Unrealized
Sapiens Int'l Corp N.V. 0.3%
Value ($000) $392 Shares 11,551 Est. Cost $33.93 Unrealized
JNJ Johnson & Johnson 0.3%
Value ($000) $390 Shares 2,666 Est. Cost $150.66 Unrealized -6.1%
EMB iShares JPMorgan USD Emerg Mkts Bond ETF 0.3%
Value ($000) $389 Shares 4,397 Est. Cost $99.54 Unrealized
FSK FS KKR Capital Corp. 0.3%
Value ($000) $382 Shares 19,371 Est. Cost $13.04 Unrealized +17.1%
ADP Automatic Data Processing 0.3%
Value ($000) $382 Shares 1,600 Est. Cost $219.20 Unrealized +7.9%
Cisco Systems Inc 0.3%
Value ($000) $375 Shares 7,896 Est. Cost $47.51 Unrealized
EPD Enterprise Products LP 0.3%
Value ($000) $371 Shares 12,815 Est. Cost $26.35 Unrealized
UTL Unitil Corp 0.3%
Value ($000) $370 Shares 7,145 Est. Cost $49.18 Unrealized +4.5%
GD Genl Dynamics 0.3%
Value ($000) $362 Shares 1,248 Est. Cost $217.91 Unrealized +30.3%
TotalEnergies SE 0.3%
Value ($000) $354 Shares 5,305 Est. Cost $66.68 Unrealized
Garmin Ltd Ord 0.3%
Value ($000) $349 Shares 2,142 Est. Cost $162.93 Unrealized
Global X Fds Emerging Markets ETF 0.3%
Value ($000) $344 Shares 15,340 Est. Cost $22.42 Unrealized
PNW Pinnacle West Cap 0.3%
Value ($000) $342 Shares 4,472 Est. Cost $68.45 Unrealized +3.3%
Patterson Companies Inc. 0.3%
Value ($000) $341 Shares 14,124 Est. Cost $24.12 Unrealized
ALEX Alexander & Baldwin 0.3%
Value ($000) $339 Shares 19,983 Est. Cost $23.86 Unrealized
R Ryder Systems Inc. 0.3%
Value ($000) $333 Shares 2,690 Est. Cost $120.74 Unrealized 0.0%
Diamond Rock Hospitality Pfd A 0.3%
Value ($000) $329 Shares 13,071 Est. Cost $25.20 Unrealized
INTC Intel Corp 0.3%
Value ($000) $329 Shares 10,630 Est. Cost $34.30 Unrealized -5.2%
Morgan Stanley Pfd Ser A 0.2%
Value ($000) $326 Shares 14,250 Est. Cost $22.88 Unrealized
Mercadolibre Inc 0.2%
Value ($000) $314 Shares 191 Est. Cost $1645.47 Unrealized
Compass Diversified LP 0.2%
Value ($000) $309 Shares 14,117 Est. Cost $21.89 Unrealized
CAT Caterpillar Inc 0.2%
Value ($000) $309 Shares 927 Est. Cost $238.15 Unrealized +42.2%
MGA Magna Intl Cl A 0.2%
Value ($000) $308 Shares 7,354 Est. Cost $43.79 Unrealized 0.0%
TPR Tapestry Inc. 0.2%
Value ($000) $305 Shares 7,129 Est. Cost $40.27 Unrealized +0.1%
CUZ Cousins Properties 0.2%
Value ($000) $304 Shares 13,141 Est. Cost $35.37 Unrealized
CFG Citizens Finl Group 0.2%
Value ($000) $303 Shares 8,400 Est. Cost $26.18 Unrealized +25.3%
Oracle Corporation 0.2%
Value ($000) $303 Shares 2,143 Est. Cost $141.20 Unrealized
HII Huntington Ingalls Industries Inc. 0.2%
Value ($000) $302 Shares 1,228 Est. Cost $212.88 Unrealized +17.5%
SPG Simon Property 0.2%
Value ($000) $298 Shares 1,966 Est. Cost $135.52 Unrealized 0.0%
SYY Sysco Corp 0.2%
Value ($000) $294 Shares 4,120 Est. Cost $71.97 Unrealized -1.1%
TXN Texas Instruments 0.2%
Value ($000) $292 Shares 1,501 Est. Cost $160.56 Unrealized +9.7%
APD Air Prods & Che 0.2%
Value ($000) $292 Shares 1,130 Est. Cost $261.86 Unrealized -7.4%
Cardinal Health Inc. 0.2%
Value ($000) $289 Shares 2,938 Est. Cost $98.32 Unrealized
GPK Graphic Packaging 0.2%
Value ($000) $284 Shares 10,833 Est. Cost $20.09 Unrealized +37.5%
AXP Amer Express Co 0.2%
Value ($000) $282 Shares 1,220 Est. Cost $227.31 Unrealized 0.0%
SPDR Nuveen Blmbrg Barclays Mun Bd ETF 0.2%
Value ($000) $279 Shares 6,088 Est. Cost $45.75 Unrealized
SKT Tanger Factory Outlet Centers, Inc. 0.2%
Value ($000) $278 Shares 10,268 Est. Cost $18.50 Unrealized
VanEck Vectors Short High Yld Muni ETF 0.2%
Value ($000) $278 Shares 12,415 Est. Cost $22.37 Unrealized
DKS Dicks Sporting Goods 0.2%
Value ($000) $277 Shares 1,287 Est. Cost $115.70 Unrealized +73.4%
EMR Emerson Elec Co 0.2%
Value ($000) $274 Shares 2,489 Est. Cost $107.47 Unrealized 0.0%
CNI Canadian Natl Railway 0.2%
Value ($000) $266 Shares 2,253 Est. Cost $121.07 Unrealized 0.0%
DRI Darden Restaurants 0.2%
Value ($000) $266 Shares 1,757 Est. Cost $128.18 Unrealized +13.0%
Foot Locker Inc. 0.2%
Value ($000) $259 Shares 10,394 Est. Cost $28.29 Unrealized
HAL Halliburton Co Hldg 0.2%
Value ($000) $247 Shares 7,320 Est. Cost $33.10 Unrealized +6.7%
Invesco Senior Loan ETF 0.2%
Value ($000) $241 Shares 11,440 Est. Cost $21.04 Unrealized
Truist Financial Corp. 0.2%
Value ($000) $240 Shares 6,183 Est. Cost $38.85 Unrealized
Viatris Inc. 0.2%
Value ($000) $234 Shares 22,002 Est. Cost $10.63 Unrealized
Bank Of Ny Mellon Corp 0.2%
Value ($000) $227 Shares 4,970 Est. Cost $45.72 Unrealized
Four Corners Property Trust 0.2%
Value ($000) $216 Shares 8,770 Est. Cost $24.67 Unrealized
LLY Eli Lilly & Company 0.2%
Value ($000) $215 Shares 237 Est. Cost $790.93 Unrealized 0.0%
VLO Valero Energy Corp New 0.2%
Value ($000) $212 Shares 1,355 Est. Cost $82.79 Unrealized +85.4%
Utd Healthcare 0.2%
Value ($000) $212 Shares 417 Est. Cost $509.26 Unrealized
KR Kroger Co 0.2%
Value ($000) $211 Shares 4,228 Est. Cost $52.03 Unrealized 0.0%
AJG Arthur J Gallagher & Co 0.2%
Value ($000) $210 Shares 808 Est. Cost $236.41 Unrealized +3.4%
Ameriprise Financial Inc. 0.2%
Value ($000) $205 Shares 480 Est. Cost $427.19 Unrealized
Compass Diversified Pfd A 0.2%
Value ($000) $202 Shares 8,337 Est. Cost $24.25 Unrealized
Diamondback Energy 0.1%
Value ($000) $191 Shares 956 Est. Cost $200.19 Unrealized
AMAT Appld Matls Inc 0.1%
Value ($000) $191 Shares 808 Est. Cost $211.43 Unrealized 0.0%
Fedex Corporation 0.1%
Value ($000) $188 Shares 627 Est. Cost $299.84 Unrealized
ELME Elme Communities 0.1%
Value ($000) $184 Shares 11,541 Est. Cost $24.91 Unrealized
ROP Roper Inds Inc 0.1%
Value ($000) $184 Shares 326 Est. Cost $533.24 Unrealized 0.0%
BSET Bassett Furniture Industries, Inc. 0.1%
Value ($000) $182 Shares 12,810 Est. Cost $14.10 Unrealized -9.6%
LEN Lennar Corp Class A 0.1%
Value ($000) $181 Shares 1,208 Est. Cost $148.55 Unrealized 0.0%
ROK Rockwell Automt 0.1%
Value ($000) $180 Shares 654 Est. Cost $262.45 Unrealized 0.0%
CVS CVS Health Corp 0.1%
Value ($000) $180 Shares 3,044 Est. Cost $80.22 Unrealized -27.0%
Invesco BulletShares 2024 Corp Bond ETF 0.1%
Value ($000) $179 Shares 8,485 Est. Cost $21.06 Unrealized
SCHD Schwab US Dividend Equity ETF 0.1%
Value ($000) $175 Shares 2,248 Est. Cost $77.75 Unrealized
RenaissanceRe Hldgs 0.1%
Value ($000) $172 Shares 770 Est. Cost $223.51 Unrealized
Spdr Gold Shares 0.1%
Value ($000) $172 Shares 798 Est. Cost $215.01 Unrealized
AEP Amer Elec Pwr 0.1%
Value ($000) $171 Shares 1,943 Est. Cost $82.62 Unrealized 0.0%
TER Teradyne Inc 0.1%
Value ($000) $168 Shares 1,134 Est. Cost $126.14 Unrealized 0.0%
Coherent Inc. 0.1%
Value ($000) $168 Shares 2,316 Est. Cost $72.46 Unrealized
Shift 4 Payments, Inc. 0.1%
Value ($000) $167 Shares 2,272 Est. Cost $73.35 Unrealized
ADI Analog Devices 0.1%
Value ($000) $160 Shares 703 Est. Cost $207.63 Unrealized 0.0%
Hannon Armstrong Sustainable Infrastructur 0.1%
Value ($000) $160 Shares 5,413 Est. Cost $29.60 Unrealized
MTX Minerals Tech Inc 0.1%
Value ($000) $160 Shares 1,919 Est. Cost $78.11 Unrealized 0.0%
CPRT Copart Inc 0.1%
Value ($000) $158 Shares 2,913 Est. Cost $54.59 Unrealized 0.0%
CFR Cullen Frost Bankers 0.1%
Value ($000) $158 Shares 1,551 Est. Cost $99.43 Unrealized 0.0%
Paypal Holdings Inc 0.1%
Value ($000) $151 Shares 2,608 Est. Cost $58.03 Unrealized
Vita Coco Co Inc. 0.1%
Value ($000) $150 Shares 5,393 Est. Cost $27.85 Unrealized
Ultra Clean Holdings 0.1%
Value ($000) $148 Shares 3,021 Est. Cost $49.00 Unrealized
SSNLF Samsung Electronics Co. 0.1%
Value ($000) $148 Shares 2,500 Est. Cost $40.60 Unrealized 0.0%
iShares Russell 2500 ETF 0.1%
Value ($000) $146 Shares 2,338 Est. Cost $62.60 Unrealized
CIEN Ciena Corp 0.1%
Value ($000) $146 Shares 3,025 Est. Cost $47.46 Unrealized 0.0%
SAM Boston Beer Co Inc A 0.1%
Value ($000) $145 Shares 476 Est. Cost $286.39 Unrealized 0.0%
DOV Dover Corporation 0.1%
Value ($000) $145 Shares 803 Est. Cost $175.81 Unrealized 0.0%
Universal Display Co 0.1%
Value ($000) $142 Shares 675 Est. Cost $210.25 Unrealized
Global X U.S. Preferred ETF 0.1%
Value ($000) $142 Shares 7,204 Est. Cost $19.68 Unrealized
MU Micron Tech 0.1%
Value ($000) $139 Shares 1,056 Est. Cost $125.19 Unrealized 0.0%
PG Procter & Gamble 0.1%
Value ($000) $138 Shares 838 Est. Cost $157.20 Unrealized 0.0%
CL Colgate Palmolive Co 0.1%
Value ($000) $138 Shares 1,424 Est. Cost $89.06 Unrealized 0.0%
Pure Storage Inc. 0.1%
Value ($000) $134 Shares 2,092 Est. Cost $64.21 Unrealized
NSRGY Nestle Sa Reg Shares 0.1%
Value ($000) $134 Shares 1,305 Est. Cost $102.45 Unrealized
Entergy Corp 0.1%
Value ($000) $128 Shares 1,200 Est. Cost $107.00 Unrealized
HXL Hexcel Corp 0.1%
Value ($000) $128 Shares 2,051 Est. Cost $67.05 Unrealized 0.0%
UMBF U M B Financial Corp 0.1%
Value ($000) $128 Shares 1,535 Est. Cost $82.01 Unrealized 0.0%
MKSI Mks Instruments 0.1%
Value ($000) $127 Shares 969 Est. Cost $124.55 Unrealized 0.0%
SCL Stepan Co. 0.1%
Value ($000) $123 Shares 1,468 Est. Cost $85.42 Unrealized 0.0%
United Therapeutics 0.1%
Value ($000) $123 Shares 386 Est. Cost $318.55 Unrealized
MTB M&T Bank Corp 0.1%
Value ($000) $121 Shares 800 Est. Cost $138.95 Unrealized 0.0%
Equity Commonwealth Pfd D 0.1%
Value ($000) $121 Shares 4,850 Est. Cost $24.91 Unrealized
Neurocrine Biosciences, Inc. 0.1%
Value ($000) $118 Shares 857 Est. Cost $137.67 Unrealized
Lantheus Holdings Inc. 0.1%
Value ($000) $117 Shares 1,458 Est. Cost $80.29 Unrealized
EEM Ishares Trust Msci Emerging Markets 0.1%
Value ($000) $116 Shares 2,720 Est. Cost $42.59 Unrealized
Enbridge Inc 0.1%
Value ($000) $114 Shares 3,212 Est. Cost $35.59 Unrealized
GXO GXO Logistics, Inc. 0.1%
Value ($000) $112 Shares 2,210 Est. Cost $50.47 Unrealized 0.0%
TEX Terex Corp 0.1%
Value ($000) $111 Shares 2,019 Est. Cost $59.32 Unrealized 0.0%
Expedia Inc. 0.1%
Value ($000) $109 Shares 865 Est. Cost $125.99 Unrealized
BMRN Biomarin Pharma 0.1%
Value ($000) $109 Shares 1,323 Est. Cost $83.25 Unrealized 0.0%
ESS Essex Ppty Tr 0.1%
Value ($000) $109 Shares 400 Est. Cost $241.02 Unrealized 0.0%
DHR Danaher Corp 0.1%
Value ($000) $109 Shares 434 Est. Cost $250.27 Unrealized 0.0%
STT State St Corp 0.1%
Value ($000) $108 Shares 1,454 Est. Cost $70.53 Unrealized 0.0%
Merck & Co Inc 0.1%
Value ($000) $107 Shares 863 Est. Cost $123.82 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $107 Shares 341 Est. Cost $279.32 Unrealized 0.0%
HDSN Hudson Technologies 0.1%
Value ($000) $105 Shares 11,972 Est. Cost $4.67 Unrealized +107.7%
SCHI Schwab 5-10 Year Corporate Bond ETF 0.1%
Value ($000) $105 Shares 2,386 Est. Cost $44.10 Unrealized
RPD Rapid7, Inc. 0.1%
Value ($000) $105 Shares 2,431 Est. Cost $51.80 Unrealized -19.6%
VFC VF Corp 0.1%
Value ($000) $103 Shares 7,666 Est. Cost $13.12 Unrealized 0.0%
Lear Corp 0.1%
Value ($000) $102 Shares 891 Est. Cost $114.21 Unrealized
Global Payments Inc. 0.1%
Value ($000) $101 Shares 1,044 Est. Cost $96.70 Unrealized
PetIQ, Inc. 0.1%
Value ($000) $100 Shares 4,553 Est. Cost $22.06 Unrealized
KO Coca Cola Co 0.1%
Value ($000) $99 Shares 1,563 Est. Cost $58.89 Unrealized 0.0%
Public Storage Pfd N 0.1%
Value ($000) $98 Shares 5,681 Est. Cost $17.17 Unrealized
Progyny, Inc. 0.1%
Value ($000) $97 Shares 3,396 Est. Cost $28.61 Unrealized
COHU Cohu Inc 0.1%
Value ($000) $97 Shares 2,921 Est. Cost $31.04 Unrealized 0.0%
Shopify Inc. 0.1%
Value ($000) $96 Shares 1,455 Est. Cost $66.05 Unrealized
Amphastar Pharma Inc 0.1%
Value ($000) $93 Shares 2,318 Est. Cost $40.00 Unrealized
The Trade Desk Inc. 0.1%
Value ($000) $92 Shares 944 Est. Cost $97.67 Unrealized
Pinterest Inc Cl A 0.1%
Value ($000) $92 Shares 2,086 Est. Cost $44.07 Unrealized
BXP Boston Pptys 0.1%
Value ($000) $91 Shares 1,479 Est. Cost $55.86 Unrealized 0.0%
SCHR Schwab Intermediate Term US Treasury ETF 0.1%
Value ($000) $91 Shares 1,863 Est. Cost $48.77 Unrealized
IWV IShares Russell 3000 ETF 0.1%
Value ($000) $90 Shares 293 Est. Cost $308.67 Unrealized
The Azek Company, Inc. 0.1%
Value ($000) $90 Shares 2,144 Est. Cost $42.13 Unrealized
Aspen Tech Inc 0.1%
Value ($000) $90 Shares 454 Est. Cost $198.63 Unrealized
OFG Bancorp 0.1%
Value ($000) $90 Shares 2,404 Est. Cost $37.45 Unrealized
Vanguard Mortgage-Backed Securities Index 0.1%
Value ($000) $90 Shares 1,978 Est. Cost $45.40 Unrealized
Berry Global Group 0.1%
Value ($000) $87 Shares 1,474 Est. Cost $58.85 Unrealized
VanEck Vectors High-Yield Muni Etf 0.1%
Value ($000) $85 Shares 1,646 Est. Cost $51.65 Unrealized
BOOT Boot Barn Holdings Inc. 0.1%
Value ($000) $84 Shares 654 Est. Cost $112.60 Unrealized 0.0%
Entegris Inc. 0.1%
Value ($000) $84 Shares 620 Est. Cost $135.40 Unrealized
Keurig Dr Pepper Inc. 0.1%
Value ($000) $84 Shares 2,511 Est. Cost $33.40 Unrealized
Alcoa Inc 0.1%
Value ($000) $82 Shares 2,055 Est. Cost $39.78 Unrealized
EEFT Euronet Worldwide Inc. 0.1%
Value ($000) $80 Shares 777 Est. Cost $109.34 Unrealized 0.0%
FTS Fortis Inc 0.1%
Value ($000) $80 Shares 2,070 Est. Cost $37.08 Unrealized 0.0%
WEX Inc. 0.1%
Value ($000) $80 Shares 451 Est. Cost $177.14 Unrealized
MCD Mcdonalds Corp 0.1%
Value ($000) $80 Shares 313 Est. Cost $255.04 Unrealized 0.0%
Permian Resources Corporation 0.1%
Value ($000) $80 Shares 4,924 Est. Cost $16.15 Unrealized
Vertex Pharmaceuticals 0.1%
Value ($000) $79 Shares 169 Est. Cost $468.72 Unrealized
Cinemark Holdings 0.1%
Value ($000) $79 Shares 3,656 Est. Cost $21.62 Unrealized
General Electric Co 0.1%
Value ($000) $78 Shares 491 Est. Cost $159.09 Unrealized
SCHW Schwab(Chas) 0.1%
Value ($000) $78 Shares 1,056 Est. Cost $72.33 Unrealized 0.0%
CRUS Cirrus Logic 0.1%
Value ($000) $77 Shares 604 Est. Cost $104.88 Unrealized 0.0%
Compass Inc. 0.1%
Value ($000) $77 Shares 21,320 Est. Cost $3.60 Unrealized
AMD Adv Micro Dev 0.1%
Value ($000) $77 Shares 473 Est. Cost $160.87 Unrealized 0.0%
FAST Fastenal 0.1%
Value ($000) $75 Shares 1,200 Est. Cost $32.62 Unrealized 0.0%
Smartsheet Inc 0.1%
Value ($000) $74 Shares 1,675 Est. Cost $44.08 Unrealized
Visa Inc Class A 0.1%
Value ($000) $74 Shares 281 Est. Cost $262.47 Unrealized
Q2 Holdings 0.1%
Value ($000) $74 Shares 1,219 Est. Cost $60.33 Unrealized
HIG Hartford Finl Svc Grp 0.1%
Value ($000) $73 Shares 730 Est. Cost $97.58 Unrealized 0.0%
CHTR Charter Communications Inc. 0.1%
Value ($000) $73 Shares 243 Est. Cost $272.92 Unrealized 0.0%
PSMT Pricesmart Inc 0.1%
Value ($000) $72 Shares 1,090 Est. Cost $80.17 Unrealized 0.0%
Teradata Corporation 0.1%
Value ($000) $72 Shares 2,089 Est. Cost $34.56 Unrealized
AZZ AZZ Inc 0.1%
Value ($000) $72 Shares 932 Est. Cost $77.06 Unrealized 0.0%
BMO Bank Of Montreal 0.1%
Value ($000) $72 Shares 1,194 Est. Cost $85.32 Unrealized 0.0%
IDA Idacorp Inc. 0.1%
Value ($000) $71 Shares 758 Est. Cost $93.87 Unrealized 0.0%
WRB Berkley (Wr) Cp 0.1%
Value ($000) $70 Shares 300 Est. Cost $51.01 Unrealized 0.0%
Skechers U S A Inc 0.1%
Value ($000) $69 Shares 1,002 Est. Cost $69.12 Unrealized
Epam Systems Inc. 0.1%
Value ($000) $69 Shares 366 Est. Cost $188.11 Unrealized
Fidelity National Information Services Inc 0.1%
Value ($000) $69 Shares 912 Est. Cost $75.36 Unrealized
WBD Warner Bros. Discovery, Inc. 0.1%
Value ($000) $67 Shares 9,057 Est. Cost $8.01 Unrealized 0.0%
Ingersoll Rand Inc. 0.1%
Value ($000) $67 Shares 737 Est. Cost $90.84 Unrealized
Vanguard Short Term Corp Bd ETF 0.1%
Value ($000) $67 Shares 866 Est. Cost $77.27 Unrealized
Powershs QQQ Trust Ser 1 0.1%
Value ($000) $67 Shares 822 Est. Cost $81.20 Unrealized
Equinix Inc REIT 0.1%
Value ($000) $65 Shares 86 Est. Cost $759.57 Unrealized
One Gas Inc 0.0%
Value ($000) $64 Shares 998 Est. Cost $63.85 Unrealized
Blackline Inc. 0.0%
Value ($000) $64 Shares 1,311 Est. Cost $48.45 Unrealized
Synchrony Financial 0.0%
Value ($000) $62 Shares 1,311 Est. Cost $47.19 Unrealized
SUI Sun Communities REIT 0.0%
Value ($000) $62 Shares 513 Est. Cost $120.34 Unrealized
IAC Inc. 0.0%
Value ($000) $60 Shares 1,291 Est. Cost $46.85 Unrealized
LKQ LKQ Corp 0.0%
Value ($000) $60 Shares 1,442 Est. Cost $42.42 Unrealized 0.0%
TOL Toll Brothers 0.0%
Value ($000) $59 Shares 516 Est. Cost $121.04 Unrealized 0.0%
Twilio Inc. 0.0%
Value ($000) $57 Shares 1,009 Est. Cost $56.81 Unrealized
Bj'S Restaurants Inc. 0.0%
Value ($000) $57 Shares 1,645 Est. Cost $34.70 Unrealized
PHYS Sprott Physical Gold Trust 0.0%
Value ($000) $55 Shares 3,069 Est. Cost $18.06 Unrealized
Fluor Corp 0.0%
Value ($000) $55 Shares 1,253 Est. Cost $43.55 Unrealized
Shoals Technologies Group Inc. 0.0%
Value ($000) $54 Shares 8,663 Est. Cost $6.24 Unrealized
SDZNY Sandoz Group Ag Adr 0.0%
Value ($000) $53 Shares 1,462 Est. Cost $36.20 Unrealized
RenaissanceRe Pfd G 0.0%
Value ($000) $53 Shares 3,000 Est. Cost $17.62 Unrealized
SHO Sunstone Hotel 0.0%
Value ($000) $52 Shares 4,992 Est. Cost $10.46 Unrealized
Paramount Group, Inc. 0.0%
Value ($000) $52 Shares 11,269 Est. Cost $4.63 Unrealized
Insulet Corp 0.0%
Value ($000) $52 Shares 258 Est. Cost $201.80 Unrealized
RRX Regal Rexnord Corp. 0.0%
Value ($000) $52 Shares 385 Est. Cost $155.57 Unrealized 0.0%
Carrier Global Corporation 0.0%
Value ($000) $52 Shares 824 Est. Cost $63.08 Unrealized
Equity Commonwealth 0.0%
Value ($000) $52 Shares 2,662 Est. Cost $19.40 Unrealized
AVY Avery Dennison 0.0%
Value ($000) $51 Shares 235 Est. Cost $214.94 Unrealized 0.0%
Host Hotels & Resorts REIT 0.0%
Value ($000) $51 Shares 2,833 Est. Cost $17.98 Unrealized
HON Honeywell Intl Inc 0.0%
Value ($000) $51 Shares 238 Est. Cost $183.79 Unrealized 0.0%
UNP Union Pac Corp 0.0%
Value ($000) $50 Shares 222 Est. Cost $225.50 Unrealized 0.0%
SRTA Blade Air Mobility Inc 0.0%
Value ($000) $50 Shares 14,361 Est. Cost $3.34 Unrealized 0.0%
AX Axos Financial Inc. 0.0%
Value ($000) $49 Shares 855 Est. Cost $54.39 Unrealized 0.0%
CBT Cabot Corp 0.0%
Value ($000) $49 Shares 531 Est. Cost $93.58 Unrealized 0.0%
SPDR Bloomberg Barclays Hgh Yld Bd ETF 0.0%
Value ($000) $48 Shares 505 Est. Cost $94.27 Unrealized
Wisdomtree Dividend Ex Finan ETF 0.0%
Value ($000) $47 Shares 475 Est. Cost $99.80 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $47 Shares 745 Est. Cost $64.44 Unrealized 0.0%
SBUX Starbucks Corp 0.0%
Value ($000) $47 Shares 600 Est. Cost $88.61 Unrealized -11.9%
Duke Energy Corp 0.0%
Value ($000) $47 Shares 466 Est. Cost $100.23 Unrealized
First Tr NASDAQ Tech Div Idx ETF IV 0.0%
Value ($000) $47 Shares 616 Est. Cost $75.66 Unrealized
SS&C Technologies Hldg 0.0%
Value ($000) $47 Shares 742 Est. Cost $62.67 Unrealized
PRA Group Inc 0.0%
Value ($000) $46 Shares 450 Est. Cost $102.94 Unrealized
VTI Vanguard Total Stock Market Index Fund ETF 0.0%
Value ($000) $46 Shares 173 Est. Cost $267.51 Unrealized
Aris Water Solutions Inc 0.0%
Value ($000) $46 Shares 2,939 Est. Cost $15.67 Unrealized
Nuveen Massachusetts Qlty Muni Inc Fd 0.0%
Value ($000) $46 Shares 4,120 Est. Cost $11.11 Unrealized
LQD iShares Iboxx Invt Grade Bond ETF 0.0%
Value ($000) $46 Shares 427 Est. Cost $107.12 Unrealized
VNQ Vanguard Reit 0.0%
Value ($000) $46 Shares 544 Est. Cost $83.76 Unrealized
IEI iShares 3-7 Year Treasury Bond ETF 0.0%
Value ($000) $45 Shares 391 Est. Cost $115.47 Unrealized
The Allstate Corporation Pfd J 0.0%
Value ($000) $44 Shares 1,645 Est. Cost $26.72 Unrealized
YUM YUM Brands Inc 0.0%
Value ($000) $44 Shares 330 Est. Cost $133.30 Unrealized 0.0%
KLAC KLA Corp. 0.0%
Value ($000) $44 Shares 53 Est. Cost $728.44 Unrealized 0.0%
O Realty Income Corp Reit 0.0%
Value ($000) $42 Shares 800 Est. Cost $48.64 Unrealized 0.0%
THG The Hanover Insurance Group 0.0%
Value ($000) $42 Shares 334 Est. Cost $125.15 Unrealized 0.0%
Tesla Motors, Inc. 0.0%
Value ($000) $42 Shares 212 Est. Cost $197.60 Unrealized
Etsy Inc. 0.0%
Value ($000) $42 Shares 708 Est. Cost $58.98 Unrealized
Vital Farms, Inc. 0.0%
Value ($000) $42 Shares 888 Est. Cost $46.77 Unrealized
Invesco Taxable Municipal Bd ETF 0.0%
Value ($000) $41 Shares 1,560 Est. Cost $26.38 Unrealized
Healthpeak Properties, Inc. 0.0%
Value ($000) $41 Shares 2,089 Est. Cost $19.60 Unrealized
Salesforce.Com 0.0%
Value ($000) $41 Shares 159 Est. Cost $257.10 Unrealized
SSTK Shutterstock Inc. 0.0%
Value ($000) $41 Shares 1,049 Est. Cost $40.64 Unrealized 0.0%
T Rowe Price Ultra Short-Tem Bd ETF 0.0%
Value ($000) $40 Shares 812 Est. Cost $49.46 Unrealized
CyberArk Software Ltd. 0.0%
Value ($000) $39 Shares 142 Est. Cost $273.42 Unrealized
CNMD Conmed Corp 0.0%
Value ($000) $39 Shares 560 Est. Cost $71.59 Unrealized 0.0%
BA Boeing Co 0.0%
Value ($000) $39 Shares 213 Est. Cost $178.24 Unrealized 0.0%
Alps Alerian Mlp Etf 0.0%
Value ($000) $38 Shares 791 Est. Cost $47.98 Unrealized
Alphabet Inc. Class C 0.0%
Value ($000) $37 Shares 204 Est. Cost $183.42 Unrealized
IVV iShares Core S&P 500 ETF 0.0%
Value ($000) $36 Shares 66 Est. Cost $547.42 Unrealized
MKC Mccormick & Co 0.0%
Value ($000) $35 Shares 500 Est. Cost $69.71 Unrealized 0.0%
IGIB iShares Interm-Term Corporate Bond ETF 0.0%
Value ($000) $35 Shares 686 Est. Cost $51.26 Unrealized
Biolife Solutions, Inc. 0.0%
Value ($000) $35 Shares 1,620 Est. Cost $21.43 Unrealized
IVW Ishares S&P 500 Growth ETF 0.0%
Value ($000) $34 Shares 369 Est. Cost $92.54 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $34 Shares 349 Est. Cost $90.80 Unrealized 0.0%
WDC Western Digital 0.0%
Value ($000) $34 Shares 445 Est. Cost $55.25 Unrealized 0.0%
DVN Devon Energy Cp New 0.0%
Value ($000) $34 Shares 711 Est. Cost $47.24 Unrealized 0.0%
TOST Toast Inc. 0.0%
Value ($000) $34 Shares 1,304 Est. Cost $24.17 Unrealized 0.0%
CHWY Chewy Inc. 0.0%
Value ($000) $33 Shares 1,226 Est. Cost $19.04 Unrealized 0.0%
Ameris Bancorp 0.0%
Value ($000) $33 Shares 649 Est. Cost $50.35 Unrealized
SPDR Ptf S&P 1500 Composite Stk Mkt ETF 0.0%
Value ($000) $33 Shares 492 Est. Cost $66.35 Unrealized
Bank of America Pfd Ser NN 0.0%
Value ($000) $32 Shares 1,640 Est. Cost $19.71 Unrealized
Carnival Corp 0.0%
Value ($000) $32 Shares 1,699 Est. Cost $18.72 Unrealized
IAU iShares Gold Trust 0.0%
Value ($000) $31 Shares 708 Est. Cost $43.93 Unrealized
AMKR Amkor Tech Inc 0.0%
Value ($000) $31 Shares 764 Est. Cost $31.93 Unrealized 0.0%
Vanguard Short-Term Treasury Idx Fd ETF 0.0%
Value ($000) $30 Shares 525 Est. Cost $57.99 Unrealized
JP Morgan Chase Pfd Ser LL 0.0%
Value ($000) $30 Shares 1,450 Est. Cost $20.94 Unrealized
TC Energy Corporation 0.0%
Value ($000) $30 Shares 800 Est. Cost $37.90 Unrealized
Unilever Plc 0.0%
Value ($000) $30 Shares 545 Est. Cost $54.99 Unrealized
DVY iShares Select Dividend ETF 0.0%
Value ($000) $30 Shares 246 Est. Cost $120.81 Unrealized
USB U S Bancorp Del New 0.0%
Value ($000) $30 Shares 746 Est. Cost $37.76 Unrealized 0.0%
UNM Unum Group 0.0%
Value ($000) $29 Shares 573 Est. Cost $51.74 Unrealized 0.0%
SPDR Portfolio Aggregate Bond ETF 0.0%
Value ($000) $29 Shares 1,163 Est. Cost $25.09 Unrealized
ETHE Grayscale Ethereum Trust 0.0%
Value ($000) $29 Shares 925 Est. Cost $31.40 Unrealized
IDCC InterDigital Inc. 0.0%
Value ($000) $29 Shares 249 Est. Cost $106.87 Unrealized 0.0%
WERN Werner Entrprs 0.0%
Value ($000) $29 Shares 805 Est. Cost $36.55 Unrealized 0.0%
HTH Hilltop Holdings Inc. 0.0%
Value ($000) $28 Shares 909 Est. Cost $30.39 Unrealized 0.0%
OXM Oxford Industries, Inc. 0.0%
Value ($000) $28 Shares 283 Est. Cost $105.40 Unrealized 0.0%
SPDR Nuveen Blmbrg Barclays Short Term Mun 0.0%
Value ($000) $28 Shares 600 Est. Cost $47.19 Unrealized
NSC Norfolk Southrn 0.0%
Value ($000) $27 Shares 125 Est. Cost $224.21 Unrealized 0.0%
SPDR Bloomberg Barclays TIPS ETF 0.0%
Value ($000) $26 Shares 1,030 Est. Cost $25.42 Unrealized
CALY Topgolf Callaway Brands Corp. 0.0%
Value ($000) $26 Shares 1,705 Est. Cost $14.21 Unrealized +9.9%
SPDR Blmbrg Brcly Inv Gr Flt Rate ETF 0.0%
Value ($000) $26 Shares 838 Est. Cost $30.85 Unrealized
Phillips Edison & Co. Inc. 0.0%
Value ($000) $26 Shares 785 Est. Cost $32.71 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.0%
Value ($000) $26 Shares 140 Est. Cost $182.55 Unrealized
JPMorgan Chase & Co. Pfd 0.0%
Value ($000) $25 Shares 1,015 Est. Cost $25.10 Unrealized
NVO Novo-Nordisk As 0.0%
Value ($000) $25 Shares 176 Est. Cost $142.74 Unrealized
IRadimed Corp. 0.0%
Value ($000) $25 Shares 565 Est. Cost $43.94 Unrealized
CTSH Cognizant Tech Solutions Class A 0.0%
Value ($000) $25 Shares 363 Est. Cost $66.04 Unrealized 0.0%
DEO Diageo Plc-Adr 0.0%
Value ($000) $25 Shares 196 Est. Cost $125.87 Unrealized
Intuitive Surgical, Inc. 0.0%
Value ($000) $24 Shares 55 Est. Cost $444.85 Unrealized
Costco Whole Cp 0.0%
Value ($000) $24 Shares 28 Est. Cost $853.07 Unrealized
Hamilton Beach Brands Holding Co. 0.0%
Value ($000) $24 Shares 1,374 Est. Cost $17.19 Unrealized
TRIP Tripadvisor 0.0%
Value ($000) $23 Shares 1,305 Est. Cost $21.69 Unrealized 0.0%
Eastern Bankshares Inc. 0.0%
Value ($000) $23 Shares 1,661 Est. Cost $13.98 Unrealized
VVV Valvoline Inc. 0.0%
Value ($000) $23 Shares 532 Est. Cost $41.98 Unrealized 0.0%
STAA STAAR Surgical Company 0.0%
Value ($000) $23 Shares 479 Est. Cost $43.82 Unrealized 0.0%
Synaptics Inc 0.0%
Value ($000) $23 Shares 256 Est. Cost $88.20 Unrealized
Vishay Precision Group, Inc. 0.0%
Value ($000) $23 Shares 741 Est. Cost $30.44 Unrealized
Akamai Technology 0.0%
Value ($000) $23 Shares 250 Est. Cost $90.08 Unrealized
Linde PLC 0.0%
Value ($000) $22 Shares 51 Est. Cost $438.80 Unrealized
Baker Hughes, a GE Company 0.0%
Value ($000) $22 Shares 259 Est. Cost $83.85 Unrealized
Heidrick & Struggles Int'l Inc. 0.0%
Value ($000) $21 Shares 676 Est. Cost $31.58 Unrealized
TechnipFMC PLC 0.0%
Value ($000) $21 Shares 806 Est. Cost $26.15 Unrealized
GE Vernova LLC 0.0%
Value ($000) $21 Shares 123 Est. Cost $171.29 Unrealized
NVDA Nvidia Corp 0.0%
Value ($000) $21 Shares 170 Est. Cost $101.05 Unrealized 0.0%
Metlife Inc. 0.0%
Value ($000) $20 Shares 292 Est. Cost $70.19 Unrealized
VTEB Vanguard Muni Bond Tax Exempt ETF 0.0%
Value ($000) $20 Shares 400 Est. Cost $50.11 Unrealized
Cleveland Cliffs Inc. 0.0%
Value ($000) $20 Shares 1,290 Est. Cost $15.39 Unrealized
Seritage Growth Pptys Cl A 0.0%
Value ($000) $20 Shares 4,227 Est. Cost $4.67 Unrealized
STLD Steel Dynamics Inc 0.0%
Value ($000) $20 Shares 152 Est. Cost $130.12 Unrealized 0.0%
ALB Albemarle Corp 0.0%
Value ($000) $19 Shares 203 Est. Cost $115.13 Unrealized 0.0%
ALK Alaska Air Grp 0.0%
Value ($000) $19 Shares 478 Est. Cost $42.43 Unrealized 0.0%
HSY Hershey Foods 0.0%
Value ($000) $19 Shares 104 Est. Cost $183.90 Unrealized 0.0%
GNR SPDR S&P Global Natural Resources ETF 0.0%
Value ($000) $19 Shares 342 Est. Cost $55.85 Unrealized
COLB Columbia Banking System, Inc. 0.0%
Value ($000) $19 Shares 958 Est. Cost $17.32 Unrealized 0.0%
Allegiant Travel Co 0.0%
Value ($000) $19 Shares 378 Est. Cost $50.23 Unrealized
MDXG Mimedex Group Inc 0.0%
Value ($000) $19 Shares 2,727 Est. Cost $7.03 Unrealized 0.0%
KALV KalVista Pharmaceuticals Inc. 0.0%
Value ($000) $19 Shares 1,590 Est. Cost $11.67 Unrealized 0.0%
Dimensional International Value ETF 0.0%
Value ($000) $19 Shares 520 Est. Cost $35.94 Unrealized
General Motors Company 0.0%
Value ($000) $19 Shares 400 Est. Cost $46.46 Unrealized
SCHO Schwab Strategic Tr Short-Term US 0.0%
Value ($000) $19 Shares 385 Est. Cost $48.13 Unrealized
FCX Freeport-McMoRan Inc. 0.0%
Value ($000) $18 Shares 380 Est. Cost $49.32 Unrealized 0.0%
DMC Global, Inc. 0.0%
Value ($000) $18 Shares 1,266 Est. Cost $14.42 Unrealized
IYM Ishares US Basic Materials ETF 0.0%
Value ($000) $18 Shares 130 Est. Cost $140.01 Unrealized
Omnicell Inc 0.0%
Value ($000) $18 Shares 670 Est. Cost $27.07 Unrealized
GWW Grainger W W 0.0%
Value ($000) $18 Shares 20 Est. Cost $927.67 Unrealized 0.0%
iShares Edge MSCI Int'l Value Factor ETF 0.0%
Value ($000) $18 Shares 649 Est. Cost $27.44 Unrealized
FUTY Fidelity MSCI Utilities Index ETF 0.0%
Value ($000) $18 Shares 400 Est. Cost $43.96 Unrealized
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $17 Shares 147 Est. Cost $118.60 Unrealized
TT Trane Technologies PLC F 0.0%
Value ($000) $17 Shares 53 Est. Cost $313.71 Unrealized 0.0%
Brunswick Corp Sr Notes 0.0%
Value ($000) $17 Shares 700 Est. Cost $24.83 Unrealized
The Charles Schwab Corporation Pfd D 0.0%
Value ($000) $17 Shares 680 Est. Cost $25.12 Unrealized
Invesco Galaxy Bitcoin ETF 0.0%
Value ($000) $17 Shares 285 Est. Cost $59.75 Unrealized
PCRX Pacira Pharmaceuticals 0.0%
Value ($000) $17 Shares 588 Est. Cost $28.46 Unrealized 0.0%
SPDR S&P 500 ETF 0.0%
Value ($000) $16 Shares 30 Est. Cost $543.73 Unrealized
Nutanix Inc. 0.0%
Value ($000) $16 Shares 279 Est. Cost $56.85 Unrealized
CMC Commercial Metl 0.0%
Value ($000) $16 Shares 288 Est. Cost $53.92 Unrealized 0.0%
Goosehead Insurance Inc. Cl A 0.0%
Value ($000) $16 Shares 275 Est. Cost $57.44 Unrealized
IJR Ishares Trust S&P Smallcap 600 Idx Fd. 0.0%
Value ($000) $16 Shares 148 Est. Cost $106.66 Unrealized
Baytex Energy Corp. 0.0%
Value ($000) $16 Shares 4,504 Est. Cost $3.48 Unrealized
RSG Republic Srvcs 0.0%
Value ($000) $15 Shares 79 Est. Cost $185.14 Unrealized 0.0%
WisdomTree Floating Rate Treasury Fund 0.0%
Value ($000) $15 Shares 302 Est. Cost $50.31 Unrealized
Schwab U.S. Small-Cap ETF 0.0%
Value ($000) $15 Shares 319 Est. Cost $47.45 Unrealized
Wisdomtree Japan Smallcap Dividend ETF 0.0%
Value ($000) $15 Shares 200 Est. Cost $75.12 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $15 Shares 75 Est. Cost $182.37 Unrealized 0.0%
Nextera Energy Inc. 0.0%
Value ($000) $15 Shares 206 Est. Cost $70.81 Unrealized
F Ford Motor Company 0.0%
Value ($000) $14 Shares 1,126 Est. Cost $11.13 Unrealized 0.0%
Avadel Pharmaceuticals PLC ADR 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $14.06 Unrealized
HAUZ Xtrackers International Real Estate ETF 0.0%
Value ($000) $14 Shares 681 Est. Cost $20.18 Unrealized
JBG Smith Properties 0.0%
Value ($000) $14 Shares 900 Est. Cost $15.23 Unrealized
FT Cboe Vest U.S. Equity Buffer EFT - Feb 0.0%
Value ($000) $14 Shares 289 Est. Cost $46.79 Unrealized
SPDR Bloomberg 3-12 Month T-Bill ETF 0.0%
Value ($000) $13 Shares 135 Est. Cost $99.37 Unrealized
JBLU Jetblue Airways Corp 0.0%
Value ($000) $13 Shares 2,126 Est. Cost $6.03 Unrealized 0.0%
GE Healthcare Technologies, Inc. 0.0%
Value ($000) $13 Shares 163 Est. Cost $78.01 Unrealized
Kontoor Brands, Inc. 0.0%
Value ($000) $13 Shares 192 Est. Cost $66.15 Unrealized
Dril-Quip Inc 0.0%
Value ($000) $13 Shares 681 Est. Cost $18.60 Unrealized
Comcast Corporation Class A 0.0%
Value ($000) $13 Shares 321 Est. Cost $39.16 Unrealized
Blackrock Muniyield NY 0.0%
Value ($000) $13 Shares 1,200 Est. Cost $10.47 Unrealized
ITW Illinois Tool Works 0.0%
Value ($000) $13 Shares 53 Est. Cost $236.81 Unrealized 0.0%
Invesco Cef Inc Composite ETF 0.0%
Value ($000) $13 Shares 664 Est. Cost $18.83 Unrealized
PIMCO Enhanced Short Maturity Active ETF 0.0%
Value ($000) $12 Shares 124 Est. Cost $100.65 Unrealized
Janus Henderson Short Duration Income ETF 0.0%
Value ($000) $12 Shares 255 Est. Cost $48.54 Unrealized
SPDR Bloomberg Emerging Mkts Local Bd ETF 0.0%
Value ($000) $12 Shares 620 Est. Cost $19.89 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $12 Shares 76 Est. Cost $168.96 Unrealized 0.0%
SRE Sempra Energy 0.0%
Value ($000) $12 Shares 156 Est. Cost $70.00 Unrealized 0.0%
SPDR Blmbrg Barclays Short Term Hgh ETF 0.0%
Value ($000) $11 Shares 450 Est. Cost $24.97 Unrealized
FNDE Schwab Fundamental Emrg Mkts Lg Co Idx 0.0%
Value ($000) $11 Shares 379 Est. Cost $29.57 Unrealized
FNDF Schwab Fundamental Intl Large Co Idx ETF 0.0%
Value ($000) $11 Shares 317 Est. Cost $35.03 Unrealized
White Mtn Ins 0.0%
Value ($000) $11 Shares 6 Est. Cost $1817.50 Unrealized
NFLX Netflix Inc. 0.0%
Value ($000) $11 Shares 16 Est. Cost $62.46 Unrealized 0.0%
Zimmer Biomet Hldgs 0.0%
Value ($000) $11 Shares 98 Est. Cost $108.53 Unrealized
Veralto Corporation 0.0%
Value ($000) $10 Shares 105 Est. Cost $95.47 Unrealized
Invesco QQQ Trust Series I 0.0%
Value ($000) $10 Shares 20 Est. Cost $479.10 Unrealized
Select Sector Util Select SPDR ETF 0.0%
Value ($000) $10 Shares 140 Est. Cost $68.14 Unrealized
SCHX Schwab U.S. Large-Cap ETF 0.0%
Value ($000) $10 Shares 148 Est. Cost $64.25 Unrealized
Invesco BulletShares 2025 Corp Bond ETF 0.0%
Value ($000) $9 Shares 456 Est. Cost $20.45 Unrealized
YUM China Holdings I 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.84 Unrealized
FE Firstenergy Cp 0.0%
Value ($000) $9 Shares 238 Est. Cost $36.32 Unrealized 0.0%
SCHH Charles Schwab US REIT ETF 0.0%
Value ($000) $9 Shares 456 Est. Cost $19.97 Unrealized
NFG Natl Fuel Gas 0.0%
Value ($000) $9 Shares 166 Est. Cost $54.82 Unrealized 0.0%
Citigroup Inc 0.0%
Value ($000) $9 Shares 141 Est. Cost $63.51 Unrealized
Public Storage REIT 0.0%
Value ($000) $9 Shares 31 Est. Cost $287.65 Unrealized
CF Cf Industries Inc. 0.0%
Value ($000) $9 Shares 117 Est. Cost $74.64 Unrealized 0.0%
CEF Sprott Physical Gold and Silver Tr 0.0%
Value ($000) $8 Shares 375 Est. Cost $22.05 Unrealized
First Trust Senior Loan ETF 0.0%
Value ($000) $8 Shares 179 Est. Cost $45.71 Unrealized
Workday Inc. 0.0%
Value ($000) $8 Shares 36 Est. Cost $223.56 Unrealized
Vanguard Intermediate-Term Corp Bond ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $79.93 Unrealized
EFA Ishares Tr Msci Eafe Index Fd. 0.0%
Value ($000) $8 Shares 100 Est. Cost $78.33 Unrealized
NGGTF National Grid Ord 0.0%
Value ($000) $8 Shares 693 Est. Cost $12.64 Unrealized 0.0%
Dole, PLC 0.0%
Value ($000) $8 Shares 630 Est. Cost $12.24 Unrealized
Ual Corp 0.0%
Value ($000) $8 Shares 157 Est. Cost $48.66 Unrealized
HYLB Xtrackers USD High Yield Corporate Bnd ETF 0.0%
Value ($000) $7 Shares 206 Est. Cost $35.46 Unrealized
Centene Corporation 0.0%
Value ($000) $7 Shares 110 Est. Cost $66.30 Unrealized
BNS Bank of Nova Scotia 0.0%
Value ($000) $7 Shares 270 Est. Cost $43.93 Unrealized 0.0%
BURL Burlington Stores Inc. 0.0%
Value ($000) $7 Shares 30 Est. Cost $205.79 Unrealized 0.0%
SPDR Blmbg Barclays Convertible Sec ETF 0.0%
Value ($000) $7 Shares 97 Est. Cost $72.06 Unrealized
Match Group Inc. 0.0%
Value ($000) $7 Shares 228 Est. Cost $30.38 Unrealized
Kyndryl Holdings, Inc. 0.0%
Value ($000) $7 Shares 260 Est. Cost $26.31 Unrealized
Hess Corporation 0.0%
Value ($000) $7 Shares 46 Est. Cost $147.52 Unrealized
IDV Ishares International Sel Div ETF 0.0%
Value ($000) $7 Shares 245 Est. Cost $27.67 Unrealized
XPMAX Pioneer Municipal High Inc Adv Tr 0.0%
Value ($000) $7 Shares 820 Est. Cost $8.21 Unrealized
FSTA Fidelity MSCI Consumer Staples Index ETF 0.0%
Value ($000) $7 Shares 142 Est. Cost $47.40 Unrealized
Nuveen California Amt-Free Muni Inc Fd 0.0%
Value ($000) $7 Shares 536 Est. Cost $12.51 Unrealized
Adobe Systems Inc 0.0%
Value ($000) $7 Shares 12 Est. Cost $555.50 Unrealized
Public Storage Pfd O 0.0%
Value ($000) $7 Shares 380 Est. Cost $17.30 Unrealized
IWF iShares Russell 1000 Growth ETF 0.0%
Value ($000) $7 Shares 18 Est. Cost $364.50 Unrealized
Truist Financial Corp Pfd Ser R 0.0%
Value ($000) $7 Shares 330 Est. Cost $19.85 Unrealized
J Jacobs Solutions Inc. 0.0%
Value ($000) $6 Shares 46 Est. Cost $115.55 Unrealized 0.0%
LOW Lowes Cos 0.0%
Value ($000) $6 Shares 29 Est. Cost $221.35 Unrealized 0.0%
DTE Energy Series G Co 2020 0.0%
Value ($000) $6 Shares 330 Est. Cost $19.32 Unrealized
SPDR Ptf Intermediate Term Treasury ETF 0.0%
Value ($000) $6 Shares 226 Est. Cost $28.02 Unrealized
Kellanova 0.0%
Value ($000) $6 Shares 125 Est. Cost $56.18 Unrealized 0.0%
iShares Emerging Markets ex China ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $59.20 Unrealized
Digital Realty Pfd K 0.0%
Value ($000) $6 Shares 240 Est. Cost $24.32 Unrealized
Ritchie Bros.Auctioneers Inc. 0.0%
Value ($000) $6 Shares 76 Est. Cost $76.36 Unrealized
X4 Pharmaceuticals, Inc. 0.0%
Value ($000) $6 Shares 10,000 Est. Cost $0.58 Unrealized
SNA Snap-On Inc 0.0%
Value ($000) $6 Shares 22 Est. Cost $262.93 Unrealized 0.0%
Fannie Mae Pfd S 0.0%
Value ($000) $6 Shares 1,100 Est. Cost $5.13 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $6 Shares 35 Est. Cost $161.46 Unrealized 0.0%
MBB iShares MBS ETF 0.0%
Value ($000) $6 Shares 60 Est. Cost $91.82 Unrealized
Chubb Ltd 0.0%
Value ($000) $5 Shares 21 Est. Cost $255.10 Unrealized
ELF E L F Beauty 0.0%
Value ($000) $5 Shares 25 Est. Cost $177.70 Unrealized 0.0%
WEC Energy Cp 0.0%
Value ($000) $5 Shares 67 Est. Cost $78.46 Unrealized
Constellation Energy Corp. 0.0%
Value ($000) $5 Shares 25 Est. Cost $200.28 Unrealized
Barrick Gold Corp 0.0%
Value ($000) $5 Shares 300 Est. Cost $16.68 Unrealized
INDB Independent Bank Co 0.0%
Value ($000) $5 Shares 98 Est. Cost $46.89 Unrealized 0.0%
VIGI Vanguard Int'l Dividend Appreciation ETF 0.0%
Value ($000) $5 Shares 22 Est. Cost $218.05 Unrealized
AMG Affiliated Managers 0.0%
Value ($000) $5 Shares 30 Est. Cost $159.16 Unrealized 0.0%
CMT Core Molding Technologies Inc. 0.0%
Value ($000) $5 Shares 293 Est. Cost $18.28 Unrealized 0.0%
DT Midstream Inc. 0.0%
Value ($000) $5 Shares 65 Est. Cost $71.03 Unrealized
CLH Clean Harbors, Inc. 0.0%
Value ($000) $5 Shares 20 Est. Cost $209.64 Unrealized 0.0%
iShares MSCI India ETF 0.0%
Value ($000) $5 Shares 81 Est. Cost $55.78 Unrealized
Arcadium Lithium PLC 0.0%
Value ($000) $4 Shares 1,331 Est. Cost $3.36 Unrealized
SPDR Ptf Short-Term Corporate Bond Fd ETF 0.0%
Value ($000) $4 Shares 150 Est. Cost $29.70 Unrealized
KRT Karat Packaging 0.0%
Value ($000) $4 Shares 150 Est. Cost $28.10 Unrealized 0.0%
Tandy Corp 0.0%
Value ($000) $4 Shares 110 Est. Cost $40.21 Unrealized
Uber Technolgies Corp 0.0%
Value ($000) $4 Shares 60 Est. Cost $72.68 Unrealized
Invesco Wilderhill Clean Energy ETF 0.0%
Value ($000) $4 Shares 211 Est. Cost $20.15 Unrealized
DTE Dte Energy Co 0.0%
Value ($000) $4 Shares 38 Est. Cost $105.46 Unrealized 0.0%
Target Corp 0.0%
Value ($000) $4 Shares 28 Est. Cost $148.04 Unrealized
Adial Pharmaceuticals, Inc. 0.0%
Value ($000) $4 Shares 3,600 Est. Cost $1.15 Unrealized
UPS United Parcel Svc Class B 0.0%
Value ($000) $4 Shares 30 Est. Cost $129.99 Unrealized 0.0%
MUB Ishares S&P National Interm Muni Bd Etf 0.0%
Value ($000) $4 Shares 38 Est. Cost $106.55 Unrealized
Accenture Plc Cl A 0.0%
Value ($000) $4 Shares 13 Est. Cost $303.38 Unrealized
Amer Tower Corp Reit 0.0%
Value ($000) $4 Shares 20 Est. Cost $194.40 Unrealized
Moderna Inc. 0.0%
Value ($000) $4 Shares 30 Est. Cost $118.73 Unrealized
XLE Energy Select Sector Spdr 0.0%
Value ($000) $4 Shares 39 Est. Cost $91.15 Unrealized
Public Storage Cumul Pfd Stk 0.0%
Value ($000) $4 Shares 200 Est. Cost $17.52 Unrealized
WFC Wells Fargo & Co New 0.0%
Value ($000) $3 Shares 58 Est. Cost $56.87 Unrealized 0.0%
AFL AFLAC Inc 0.0%
Value ($000) $3 Shares 38 Est. Cost $83.08 Unrealized 0.0%
Nuveen Amt Free Mncpl Cr 0.0%
Value ($000) $3 Shares 270 Est. Cost $12.46 Unrealized
Spdr S&P Dividend Etf 0.0%
Value ($000) $3 Shares 26 Est. Cost $127.19 Unrealized
VanEck Vectors Agribusiness Etf 0.0%
Value ($000) $3 Shares 45 Est. Cost $70.11 Unrealized
Schwab Fundamental U.S. Small Company Idx 0.0%
Value ($000) $3 Shares 57 Est. Cost $54.91 Unrealized
VNO Vornado Realty Tr REIT 0.0%
Value ($000) $3 Shares 110 Est. Cost $26.29 Unrealized
Where Food Comes From 0.0%
Value ($000) $3 Shares 225 Est. Cost $12.11 Unrealized
SHAK Shake Shack Inc. 0.0%
Value ($000) $3 Shares 30 Est. Cost $97.58 Unrealized 0.0%
OMC Omnicom Grp 0.0%
Value ($000) $3 Shares 30 Est. Cost $87.64 Unrealized 0.0%
EFV iShares MSCI EAFE Value ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $53.04 Unrealized
The Allstate Corp Pfd H 0.0%
Value ($000) $3 Shares 120 Est. Cost $21.84 Unrealized
UNB Union Bankshares Inc 0.0%
Value ($000) $3 Shares 120 Est. Cost $25.21 Unrealized 0.0%
Apa Corp 0.0%
Value ($000) $2 Shares 80 Est. Cost $29.60 Unrealized
PRU Prudential Financial 0.0%
Value ($000) $2 Shares 20 Est. Cost $106.75 Unrealized 0.0%
Crowdstrike Holdings Inc. 0.0%
Value ($000) $2 Shares 6 Est. Cost $383.17 Unrealized
SOXX iShares Semiconductor ETF 0.0%
Value ($000) $2 Shares 9 Est. Cost $246.67 Unrealized
EverCommerce Inc. 0.0%
Value ($000) $2 Shares 187 Est. Cost $10.98 Unrealized
NEWT Newtek Business Services Corp. 0.0%
Value ($000) $2 Shares 155 Est. Cost $12.32 Unrealized 0.0%
Everest Re Hldg 0.0%
Value ($000) $2 Shares 5 Est. Cost $381.00 Unrealized
Horizon Tech Finance 0.0%
Value ($000) $2 Shares 155 Est. Cost $12.04 Unrealized
MTN Vail Resorts 0.0%
Value ($000) $2 Shares 10 Est. Cost $198.87 Unrealized 0.0%
MAA Mid-America Apt 0.0%
Value ($000) $2 Shares 12 Est. Cost $125.55 Unrealized 0.0%
Vodafone Group Sponsored ADR 0.0%
Value ($000) $2 Shares 190 Est. Cost $8.87 Unrealized
Otis Worldwide Corporation 0.0%
Value ($000) $2 Shares 17 Est. Cost $96.24 Unrealized
TEVA Teva Pharm Inds LTD Sponsored ADR 0.0%
Value ($000) $2 Shares 100 Est. Cost $16.25 Unrealized
Global Medical REIT 0.0%
Value ($000) $2 Shares 175 Est. Cost $9.08 Unrealized
Organon & Co. 0.0%
Value ($000) $2 Shares 75 Est. Cost $20.69 Unrealized
Energy Transfer LP 0.0%
Value ($000) $2 Shares 95 Est. Cost $16.22 Unrealized
Iron Mountain 0.0%
Value ($000) $2 Shares 17 Est. Cost $89.65 Unrealized
Axon Enterprise Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $294.20 Unrealized
Public Storage Pfd I 0.0%
Value ($000) $1 Shares 65 Est. Cost $21.74 Unrealized
ICLN iShares Global Clean Energy ETF 0.0%
Value ($000) $1 Shares 100 Est. Cost $13.32 Unrealized
SLVM Sylvamo Corp 0.0%
Value ($000) $1 Shares 19 Est. Cost $62.49 Unrealized 0.0%
SPDR S&P 600 Small Cap ETF 0.0%
Value ($000) $1 Shares 31 Est. Cost $41.52 Unrealized
GROV Grove Collaborative Holdings 0.0%
Value ($000) $1 Shares 700 Est. Cost $1.60 Unrealized 0.0%
WAB Wabtec Corp. 0.0%
Value ($000) $1 Shares 8 Est. Cost $158.48 Unrealized 0.0%
Marinus Pharmaceuticals 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.17 Unrealized
Invesco Etf Active Us Real Estate 0.0%
Value ($000) $1 Shares 13 Est. Cost $86.92 Unrealized
Blackstone Mortgage Trust, Inc. 0.0%
Value ($000) $1 Shares 60 Est. Cost $17.42 Unrealized
Janus Henderson 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.70 Unrealized
FuelCell Energy Inc. 0.0%
Value ($000) $1 Shares 1,500 Est. Cost $0.64 Unrealized
Pacer Benchmark Industrial Real Estate ETF 0.0%
Value ($000) $1 Shares 24 Est. Cost $38.13 Unrealized
CC Chemours Company 0.0%
Value ($000) $1 Shares 40 Est. Cost $24.44 Unrealized 0.0%
Anheuser-Busch Sponsored ADR 0.0%
Value ($000) $1 Shares 15 Est. Cost $58.13 Unrealized
DAL Delta Air Lines 0.0%
Value ($000) $1 Shares 18 Est. Cost $48.81 Unrealized 0.0%
NKE Nike Inc-B 0.0%
Value ($000) $1 Shares 9 Est. Cost $89.70 Unrealized 0.0%
B & G Foods Inc 0.0%
Value ($000) $1 Shares 19 Est. Cost $35.16 Unrealized
TIP iShares TIPS Bond ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $114.80 Unrealized
Datadog Inc. 0.0%
Value ($000) $1 Shares 4 Est. Cost $129.75 Unrealized
Snap Inc Class A 0.0%
Value ($000) $0 Shares 26 Est. Cost $16.62 Unrealized
DraftKings Inc. 0.0%
Value ($000) $0 Shares 10 Est. Cost $38.20 Unrealized
DigitalOcean Holdings, Inc. 0.0%
Value ($000) $0 Shares 10 Est. Cost $34.70 Unrealized
SNOW Snowflake Inc. 0.0%
Value ($000) $0 Shares 2 Est. Cost $193.91 Unrealized -23.8%
DRIV Global X Autonomous & Electric Vhicles 0.0%
Value ($000) $0 Shares 10 Est. Cost $23.50 Unrealized
AGG iShares Core US Aggregate Bond ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $97.00 Unrealized
ZimVie Inc. 0.0%
Value ($000) $0 Shares 9 Est. Cost $18.22 Unrealized
Cadiz Inc 0.0%
Value ($000) $0 Shares 35 Est. Cost $3.09 Unrealized
Beyond Meat Inc. 0.0%
Value ($000) $0 Shares 10 Est. Cost $6.70 Unrealized
Sirius Xm Radio Inc 0.0%
Value ($000) $0 Shares 23 Est. Cost $2.83 Unrealized
CNO Financial Group 0.0%
Value ($000) $0 Shares 1 Est. Cost $28.00 Unrealized
UiPath, Inc. 0.0%
Value ($000) $0 Shares 2 Est. Cost $12.50 Unrealized
New York REIT Liquidating LLC 0.0%
Value ($000) $0 Shares 8,000 Est. Cost Unrealized
Synergy Pharmaceuticals Inc. 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized