1620 INVESTMENT ADVISORS, INC. Diversified Active

CIK: 0001907281 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 14, 2025

Total Value ($000): $130,654 (100.0% shares, 0.0% debt)

Holdings (686)

SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 3.3%
Value ($000) $4,263 Shares 128,238 Est. Cost $32.78 Unrealized
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 2.4%
Value ($000) $3,119 Shares 106,672 Est. Cost $28.96 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 2.4%
Value ($000) $3,111 Shares 32,625 Est. Cost $106.18 Unrealized
QEFA SPDR MSCI EAFE STRATEGICFACTORS ETF 2.3%
Value ($000) $3,049 Shares 38,611 Est. Cost $72.71 Unrealized
TRI CONTL CORP COM 2.1%
Value ($000) $2,798 Shares 91,226 Est. Cost $25.93 Unrealized
JPM JPMORGAN CHASE & CO. COM 1.9%
Value ($000) $2,543 Shares 10,368 Est. Cost $228.03 Unrealized +10.0%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 1.8%
Value ($000) $2,364 Shares 45,137 Est. Cost $50.68 Unrealized
SCHP SCHWAB US TIPS ETF 1.8%
Value ($000) $2,342 Shares 87,108 Est. Cost $36.86 Unrealized
TJX TJX COS INC NEW COM 1.8%
Value ($000) $2,291 Shares 18,809 Est. Cost $86.62 Unrealized +38.7%
AAPL APPLE INC COM 1.6%
Value ($000) $2,153 Shares 9,691 Est. Cost $154.71 Unrealized +49.2%
FRDM FREEDOM 100 EMERGING MARKETS ETF 1.6%
Value ($000) $2,109 Shares 60,164 Est. Cost $28.35 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 1.5%
Value ($000) $1,994 Shares 18,885 Est. Cost $105.30 Unrealized
JSI JANUS HENDERSON SECURITIZED INCOME ETF 1.4%
Value ($000) $1,868 Shares 35,689 Est. Cost $51.94 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 1.3%
Value ($000) $1,639 Shares 40,690 Est. Cost $39.41 Unrealized
RTX RTX CORPORATION COM 1.2%
Value ($000) $1,603 Shares 12,101 Est. Cost $118.27 Unrealized +5.5%
MSFT MICROSOFT CORP COM 1.2%
Value ($000) $1,587 Shares 4,227 Est. Cost $321.25 Unrealized +26.1%
ABBV ABBVIE INC COM 1.2%
Value ($000) $1,569 Shares 7,490 Est. Cost $177.41 Unrealized +6.8%
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 1.1%
Value ($000) $1,437 Shares 49,789 Est. Cost $28.67 Unrealized
CVX CHEVRON CORP NEW COM 1.0%
Value ($000) $1,299 Shares 7,763 Est. Cost $102.21 Unrealized +47.2%
ITM VANECK INTERMEDIATE MUNI ETF 1.0%
Value ($000) $1,275 Shares 28,019 Est. Cost $46.10 Unrealized
JHPI JOHN HANCOCK PREFERRED INCOME ETF 0.9%
Value ($000) $1,227 Shares 54,774 Est. Cost $22.52 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.9%
Value ($000) $1,189 Shares 7,164 Est. Cost $104.44 Unrealized
EMTL SPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETF 0.9%
Value ($000) $1,185 Shares 27,488 Est. Cost $42.15 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.9%
Value ($000) $1,146 Shares 25,270 Est. Cost $39.40 Unrealized +0.5%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.8%
Value ($000) $1,090 Shares 11,790 Est. Cost $90.48 Unrealized
SO SOUTHERN CO COM 0.8%
Value ($000) $1,034 Shares 11,245 Est. Cost $71.37 Unrealized +17.9%
NVS NOVARTIS AG SPONSORED ADR 0.8%
Value ($000) $985 Shares 8,832 Est. Cost $97.31 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.7%
Value ($000) $979 Shares 3,939 Est. Cost $106.49 Unrealized +124.8%
QUS SPDR MSCI USA STRATEGICFACTORS ETF 0.7%
Value ($000) $918 Shares 5,859 Est. Cost $154.89 Unrealized
ARCC ARES CAPITAL CORP COM 0.7%
Value ($000) $918 Shares 41,431 Est. Cost $19.41 Unrealized +7.4%
WMB WILLIAMS COS INC COM 0.7%
Value ($000) $861 Shares 14,412 Est. Cost $37.71 Unrealized +47.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.6%
Value ($000) $843 Shares 13,815 Est. Cost $48.32 Unrealized +14.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.6%
Value ($000) $839 Shares 1,576 Est. Cost $368.44 Unrealized +31.9%
TORTOISE ENERGY INFRA CORP COM 0.6%
Value ($000) $834 Shares 19,380 Est. Cost $42.00 Unrealized
MPC MARATHON PETE CORP COM 0.6%
Value ($000) $824 Shares 5,658 Est. Cost $148.83 Unrealized -2.5%
ETN EATON CORP PLC SHS 0.6%
Value ($000) $812 Shares 2,988 Est. Cost $347.11 Unrealized -11.1%
MDLZ MONDELEZ INTL INC CL A 0.6%
Value ($000) $798 Shares 11,755 Est. Cost $56.38 Unrealized +6.0%
EPR EPR PPTYS COM SH BEN INT 0.6%
Value ($000) $797 Shares 15,146 Est. Cost $44.28 Unrealized
KMI KINDER MORGAN INC DEL COM 0.6%
Value ($000) $795 Shares 27,875 Est. Cost $24.88 Unrealized +7.3%
HD HOME DEPOT INC COM 0.6%
Value ($000) $794 Shares 2,166 Est. Cost $343.40 Unrealized +10.9%
PEP PEPSICO INC COM 0.6%
Value ($000) $747 Shares 4,980 Est. Cost $151.18 Unrealized -5.1%
T AT&T INC COM 0.6%
Value ($000) $734 Shares 25,947 Est. Cost $21.51 Unrealized +13.2%
RPM RPM INTL INC COM 0.6%
Value ($000) $720 Shares 6,225 Est. Cost $101.21 Unrealized +20.1%
AZN ASTRAZENECA PLC SPONSORED ADR 0.5%
Value ($000) $716 Shares 9,738 Est. Cost $59.25 Unrealized
FHI FEDERATED HERMES INC CL B 0.5%
Value ($000) $713 Shares 17,491 Est. Cost $30.91 Unrealized +22.4%
BX BLACKSTONE INC COM 0.5%
Value ($000) $708 Shares 5,066 Est. Cost $168.65 Unrealized -6.2%
LNC LINCOLN NATL CORP IND COM 0.5%
Value ($000) $705 Shares 19,645 Est. Cost $24.89 Unrealized +35.6%
GILD GILEAD SCIENCES INC COM 0.5%
Value ($000) $702 Shares 6,261 Est. Cost $72.03 Unrealized +39.6%
WMT WALMART INC COM 0.5%
Value ($000) $695 Shares 7,918 Est. Cost $55.43 Unrealized +67.7%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.5%
Value ($000) $684 Shares 7,774 Est. Cost $92.31 Unrealized
INVH INVITATION HOMES INC COM 0.5%
Value ($000) $684 Shares 19,619 Est. Cost $31.85 Unrealized -2.3%
AMZN AMAZON COM INC COM 0.5%
Value ($000) $666 Shares 3,503 Est. Cost $135.39 Unrealized +60.3%
PGX INVESCO PREFERRED ETF 0.5%
Value ($000) $661 Shares 58,928 Est. Cost $11.53 Unrealized
ADC AGREE RLTY CORP COM 0.5%
Value ($000) $661 Shares 8,562 Est. Cost $70.68 Unrealized
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $653 Shares 5,494 Est. Cost $112.36 Unrealized -4.6%
STWD STARWOOD PPTY TR INC COM 0.5%
Value ($000) $650 Shares 32,856 Est. Cost $18.96 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.5%
Value ($000) $635 Shares 7,929 Est. Cost $79.25 Unrealized +3.0%
IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF 0.5%
Value ($000) $628 Shares 13,951 Est. Cost $44.37 Unrealized
RENAISSANCERE HLDGS LTD 5.750 PFD F 0.5%
Value ($000) $622 Shares 28,908 Est. Cost $22.41 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.5%
Value ($000) $618 Shares 2,339 Est. Cost $244.88 Unrealized +0.2%
DIS DISNEY WALT CO COM 0.5%
Value ($000) $610 Shares 6,179 Est. Cost $138.04 Unrealized -23.0%
MDT MEDTRONIC PLC SHS 0.5%
Value ($000) $608 Shares 6,762 Est. Cost $83.97 Unrealized +4.1%
HTGC HERCULES CAPITAL INC COM 0.5%
Value ($000) $605 Shares 31,473 Est. Cost $16.96 Unrealized +19.1%
NTAP NETAPP INC COM 0.5%
Value ($000) $596 Shares 6,785 Est. Cost $119.15 Unrealized -9.1%
LNG CHENIERE ENERGY INC COM NEW 0.4%
Value ($000) $587 Shares 2,535 Est. Cost $203.28 Unrealized +10.8%
OKE ONEOK INC NEW COM 0.4%
Value ($000) $573 Shares 5,771 Est. Cost $68.57 Unrealized +38.5%
DRH DIAMONDROCK HOSPITALITY CO COM 0.4%
Value ($000) $564 Shares 73,021 Est. Cost $9.59 Unrealized
POWL POWELL INDS INC COM 0.4%
Value ($000) $560 Shares 3,285 Est. Cost $266.66 Unrealized -21.9%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.4%
Value ($000) $553 Shares 11,427 Est. Cost $72.71 Unrealized -25.5%
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 0.4%
Value ($000) $551 Shares 13,976 Est. Cost $41.11 Unrealized
RL RALPH LAUREN CORP CL A 0.4%
Value ($000) $543 Shares 2,458 Est. Cost $95.39 Unrealized +156.6%
GLW CORNING INC COM 0.4%
Value ($000) $539 Shares 11,775 Est. Cost $33.20 Unrealized +46.2%
RITM RITHM CAPITAL CORP COM NEW 0.4%
Value ($000) $522 Shares 45,549 Est. Cost $10.90 Unrealized
ALLSTATE CORP 4.75 DP SH PF I 0.4%
Value ($000) $521 Shares 26,799 Est. Cost $20.26 Unrealized
PUBLIC STORAGE OPER CO 4.125 DP SH PF M 0.4%
Value ($000) $517 Shares 30,236 Est. Cost $17.83 Unrealized
AVGO BROADCOM INC COM 0.4%
Value ($000) $517 Shares 3,086 Est. Cost $182.87 Unrealized +14.7%
KMB KIMBERLY-CLARK CORP COM 0.4%
Value ($000) $504 Shares 3,542 Est. Cost $115.27 Unrealized +12.6%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.4%
Value ($000) $504 Shares 6,120 Est. Cost $68.19 Unrealized +18.8%
LEA LEAR CORP COM NEW 0.4%
Value ($000) $501 Shares 5,682 Est. Cost $93.02 Unrealized -0.9%
STZ CONSTELLATION BRANDS INC CL A 0.4%
Value ($000) $498 Shares 2,715 Est. Cost $211.01 Unrealized -15.7%
D DOMINION ENERGY INC COM 0.4%
Value ($000) $491 Shares 8,758 Est. Cost $54.04 Unrealized -2.4%
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.4%
Value ($000) $482 Shares 19,371 Est. Cost $28.21 Unrealized
TPR TAPESTRY INC COM 0.4%
Value ($000) $481 Shares 6,835 Est. Cost $40.27 Unrealized +85.2%
GRMN GARMIN LTD SHS 0.4%
Value ($000) $479 Shares 2,207 Est. Cost $192.45 Unrealized +10.6%
PFE PFIZER INC COM 0.4%
Value ($000) $474 Shares 18,720 Est. Cost $25.37 Unrealized -2.6%
BBY BEST BUY INC COM 0.4%
Value ($000) $465 Shares 6,314 Est. Cost $64.33 Unrealized +21.7%
GLPI GAMING & LEISURE PPTYS INC COM 0.4%
Value ($000) $464 Shares 9,121 Est. Cost $50.90 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $457 Shares 2,759 Est. Cost $150.71 Unrealized +1.2%
ABT ABBOTT LABS COM 0.3%
Value ($000) $456 Shares 3,440 Est. Cost $115.62 Unrealized +8.5%
PNW PINNACLE WEST CAP CORP COM 0.3%
Value ($000) $451 Shares 4,738 Est. Cost $69.35 Unrealized +24.5%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.3%
Value ($000) $451 Shares 13,216 Est. Cost $26.46 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $450 Shares 2,907 Est. Cost $174.45 Unrealized +3.6%
PATTERSON COS INC COM 0.3%
Value ($000) $449 Shares 14,381 Est. Cost $30.86 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.3%
Value ($000) $449 Shares 5,430 Est. Cost $82.09 Unrealized
CAH CARDINAL HEALTH INC COM 0.3%
Value ($000) $444 Shares 3,220 Est. Cost $114.81 Unrealized +9.7%
ORCL ORACLE CORP COM 0.3%
Value ($000) $443 Shares 3,171 Est. Cost $175.29 Unrealized -7.8%
DD DUPONT DE NEMOURS INC COM 0.3%
Value ($000) $433 Shares 5,804 Est. Cost $33.48 Unrealized -4.7%
DRI DARDEN RESTAURANTS INC COM 0.3%
Value ($000) $427 Shares 2,057 Est. Cost $133.07 Unrealized +41.8%
PANW PALO ALTO NETWORKS INC COM 0.3%
Value ($000) $417 Shares 2,443 Est. Cost $169.25 Unrealized +9.3%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.3%
Value ($000) $413 Shares 4,861 Est. Cost $98.15 Unrealized -5.4%
DIAMONDROCK HOSPITALITY CO 8.25 SR A PFD SH 0.3%
Value ($000) $409 Shares 16,521 Est. Cost $25.18 Unrealized
CUZ COUSINS PPTYS INC COM NEW 0.3%
Value ($000) $407 Shares 13,811 Est. Cost $35.16 Unrealized
NEWT NEWTEKONE INC COM NEW 0.3%
Value ($000) $404 Shares 33,772 Est. Cost $13.56 Unrealized -6.8%
HASI HA SUSTAINABLE INFRA CAP INC COM 0.3%
Value ($000) $404 Shares 13,801 Est. Cost $29.11 Unrealized -8.0%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.3%
Value ($000) $394 Shares 4,354 Est. Cost $99.54 Unrealized
R RYDER SYS INC COM 0.3%
Value ($000) $389 Shares 2,704 Est. Cost $121.39 Unrealized +28.3%
FSK FS KKR CAP CORP COM 0.3%
Value ($000) $388 Shares 18,510 Est. Cost $13.04 Unrealized +47.5%
MELI MERCADOLIBRE INC COM 0.3%
Value ($000) $387 Shares 198 Est. Cost $1947.25 Unrealized +1.9%
ALEX ALEXANDER & BALDWIN INC NEW COM 0.3%
Value ($000) $368 Shares 21,332 Est. Cost $23.48 Unrealized
APD AIR PRODS & CHEMS INC COM 0.3%
Value ($000) $357 Shares 1,209 Est. Cost $263.58 Unrealized +14.0%
SYY SYSCO CORP COM 0.3%
Value ($000) $351 Shares 4,678 Est. Cost $72.01 Unrealized -1.0%
SKT TANGER INC COM 0.3%
Value ($000) $340 Shares 10,059 Est. Cost $18.50 Unrealized
GD GENERAL DYNAMICS CORP COM 0.3%
Value ($000) $338 Shares 1,239 Est. Cost $248.26 Unrealized +3.0%
TOTALENERGIES SE SPONSORED ADS 0.3%
Value ($000) $336 Shares 5,200 Est. Cost $66.68 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $336 Shares 676 Est. Cost $580.03 Unrealized -6.9%
EMBD GLOBAL X EMERGING MARKETS BOND ETF 0.3%
Value ($000) $328 Shares 14,370 Est. Cost $22.57 Unrealized
UTL UNITIL CORP COM 0.3%
Value ($000) $327 Shares 5,673 Est. Cost $49.18 Unrealized +11.9%
MORGAN STANLEY PFD A 1/1000 0.2%
Value ($000) $322 Shares 14,140 Est. Cost $23.80 Unrealized
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $319 Shares 1,775 Est. Cost $164.73 Unrealized +10.6%
CFG CITIZENS FINL GROUP INC COM 0.2%
Value ($000) $317 Shares 7,745 Est. Cost $26.68 Unrealized +62.0%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $311 Shares 942 Est. Cost $242.25 Unrealized +45.3%
VFC V F CORP COM 0.2%
Value ($000) $309 Shares 19,904 Est. Cost $15.48 Unrealized +43.1%
GPK GRAPHIC PACKAGING HLDG CO COM 0.2%
Value ($000) $301 Shares 11,613 Est. Cost $20.66 Unrealized +29.5%
IIPR INNOVATIVE INDL PPTYS INC COM 0.2%
Value ($000) $300 Shares 5,551 Est. Cost $66.64 Unrealized
SHYD VANECK SHORT HIGH YIELD MUNI ETF 0.2%
Value ($000) $297 Shares 13,220 Est. Cost $22.48 Unrealized
SAPIENS INTL CORP N V SHS 0.2%
Value ($000) $284 Shares 10,480 Est. Cost $26.87 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.2%
Value ($000) $279 Shares 808 Est. Cost $236.41 Unrealized +32.5%
MGA MAGNA INTL INC COM 0.2%
Value ($000) $270 Shares 7,956 Est. Cost $43.49 Unrealized -14.5%
HAS HASBRO INC COM 0.2%
Value ($000) $269 Shares 4,369 Est. Cost $61.36 Unrealized -4.9%
CODI COMPASS DIVERSIFIED SH BEN INT 0.2%
Value ($000) $267 Shares 14,290 Est. Cost $21.81 Unrealized -6.9%
FCPT FOUR CORNERS PPTY TR INC COM 0.2%
Value ($000) $265 Shares 9,227 Est. Cost $27.14 Unrealized
PFFD GLOBAL X U.S. PREFERRED ETF 0.2%
Value ($000) $258 Shares 13,542 Est. Cost $19.37 Unrealized
GLD SPDR GOLD SHARES 0.2%
Value ($000) $256 Shares 889 Est. Cost $245.80 Unrealized
COMPASS DIVERSIFIED 7.250 PFD SER A 0.2%
Value ($000) $254 Shares 11,487 Est. Cost $23.25 Unrealized
TFC TRUIST FINL CORP COM 0.2%
Value ($000) $251 Shares 6,110 Est. Cost $42.32 Unrealized +0.9%
SMMD ISHARES RUSSELL 2500 ETF 0.2%
Value ($000) $251 Shares 4,011 Est. Cost $67.61 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.2%
Value ($000) $241 Shares 11,662 Est. Cost $21.07 Unrealized
HRB BLOCK H & R INC COM 0.2%
Value ($000) $221 Shares 4,021 Est. Cost $41.91 Unrealized +23.9%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.2%
Value ($000) $220 Shares 7,876 Est. Cost $41.73 Unrealized
SAM BOSTON BEER INC CL A 0.2%
Value ($000) $219 Shares 916 Est. Cost $293.66 Unrealized -17.0%
BNS BANK NOVA SCOTIA HALIFAX COM 0.2%
Value ($000) $218 Shares 4,595 Est. Cost $45.61 Unrealized +6.6%
DKS DICKS SPORTING GOODS INC COM 0.2%
Value ($000) $212 Shares 1,054 Est. Cost $117.36 Unrealized +85.9%
ADP AUTOMATIC DATA PROCESSING INC COM 0.2%
Value ($000) $211 Shares 690 Est. Cost $219.20 Unrealized +34.8%
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.2%
Value ($000) $209 Shares 4,638 Est. Cost $45.62 Unrealized
COMP COMPASS INC CL A 0.2%
Value ($000) $199 Shares 22,812 Est. Cost $6.33 Unrealized +25.0%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $198 Shares 3,212 Est. Cost $55.37 Unrealized +8.5%
GPN GLOBAL PMTS INC COM 0.2%
Value ($000) $196 Shares 2,003 Est. Cost $107.88 Unrealized -4.1%
RNR RENAISSANCERE HLDGS LTD COM 0.1%
Value ($000) $196 Shares 816 Est. Cost $268.57 Unrealized -9.9%
MLR MILLER INDS INC TENN COM NEW 0.1%
Value ($000) $193 Shares 4,552 Est. Cost $28.69 Unrealized +98.9%
FOUR SHIFT4 PMTS INC CL A 0.1%
Value ($000) $192 Shares 2,346 Est. Cost $99.28 Unrealized +3.8%
LLY ELI LILLY & CO COM 0.1%
Value ($000) $189 Shares 229 Est. Cost $795.34 Unrealized +3.9%
HQY HEALTHEQUITY INC COM 0.1%
Value ($000) $185 Shares 2,097 Est. Cost $93.74 Unrealized +9.4%
VLO VALERO ENERGY CORP COM 0.1%
Value ($000) $182 Shares 1,378 Est. Cost $83.85 Unrealized +54.3%
CFR CULLEN FROST BANKERS INC COM 0.1%
Value ($000) $180 Shares 1,435 Est. Cost $99.43 Unrealized +31.4%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $178 Shares 2,723 Est. Cost $83.76 Unrealized -7.2%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $172 Shares 639 Est. Cost $228.19 Unrealized +28.2%
TSLA TESLA INC COM 0.1%
Value ($000) $170 Shares 657 Est. Cost $321.74 Unrealized +3.6%
FDX FEDEX CORP COM 0.1%
Value ($000) $167 Shares 683 Est. Cost $271.54 Unrealized -6.6%
CPRT COPART INC COM 0.1%
Value ($000) $166 Shares 2,929 Est. Cost $54.67 Unrealized +2.9%
TGTX TG THERAPEUTICS INC COM 0.1%
Value ($000) $166 Shares 4,202 Est. Cost $28.70 Unrealized +17.2%
EXPE EXPEDIA GROUP INC COM NEW 0.1%
Value ($000) $162 Shares 965 Est. Cost $171.26 Unrealized +5.6%
ENB ENBRIDGE INC COM 0.1%
Value ($000) $161 Shares 3,628 Est. Cost $39.34 Unrealized +5.2%
FLNG FLEX LNG LTD SHS 0.1%
Value ($000) $158 Shares 6,871 Est. Cost $20.47 Unrealized +1.9%
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.1%
Value ($000) $156 Shares 3,996 Est. Cost $50.81 Unrealized -17.8%
FANG DIAMONDBACK ENERGY INC COM 0.1%
Value ($000) $152 Shares 953 Est. Cost $170.52 Unrealized -7.9%
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $146 Shares 1,527 Est. Cost $97.26 Unrealized +12.0%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $145 Shares 2,146 Est. Cost $80.22 Unrealized -27.7%
KR KROGER CO COM 0.1%
Value ($000) $144 Shares 2,128 Est. Cost $52.03 Unrealized +19.7%
LEN LENNAR CORP CL A 0.1%
Value ($000) $143 Shares 1,249 Est. Cost $149.86 Unrealized -17.8%
HXL HEXCEL CORP NEW COM 0.1%
Value ($000) $142 Shares 2,594 Est. Cost $66.14 Unrealized -5.5%
MRVL MARVELL TECHNOLOGY INC COM 0.1%
Value ($000) $142 Shares 2,304 Est. Cost $93.67 Unrealized +3.2%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $141 Shares 825 Est. Cost $157.20 Unrealized +4.3%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $139 Shares 1,276 Est. Cost $82.62 Unrealized +19.2%
LNTH LANTHEUS HLDGS INC COM 0.1%
Value ($000) $139 Shares 1,422 Est. Cost $97.35 Unrealized -3.9%
AVDE AVANTIS INTERNATIONAL EQUITY ETF 0.1%
Value ($000) $139 Shares 2,092 Est. Cost $61.75 Unrealized
DOV DOVER CORP COM 0.1%
Value ($000) $138 Shares 788 Est. Cost $175.85 Unrealized +8.2%
FOOT LOCKER INC COM 0.1%
Value ($000) $137 Shares 9,743 Est. Cost $28.29 Unrealized
COCO VITA COCO CO INC COM 0.1%
Value ($000) $135 Shares 4,404 Est. Cost $33.31 Unrealized +7.1%
AMKR AMKOR TECHNOLOGY INC COM 0.1%
Value ($000) $135 Shares 7,449 Est. Cost $28.21 Unrealized -21.0%
NSRGY NESTLE S A SPONSORED ADR 0.1%
Value ($000) $133 Shares 1,319 Est. Cost $102.23 Unrealized
GUESS INC COM 0.1%
Value ($000) $131 Shares 11,799 Est. Cost $22.02 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $129 Shares 1,764 Est. Cost $71.99 Unrealized +0.1%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.1%
Value ($000) $128 Shares 1,530 Est. Cost $79.32 Unrealized +4.3%
ENTG ENTEGRIS INC COM 0.1%
Value ($000) $128 Shares 1,458 Est. Cost $104.86 Unrealized -4.2%
CIEN CIENA CORP COM NEW 0.1%
Value ($000) $127 Shares 2,099 Est. Cost $47.82 Unrealized +65.3%
BSET BASSETT FURNITURE INDS INC COM 0.1%
Value ($000) $126 Shares 8,251 Est. Cost $14.10 Unrealized -0.3%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $126 Shares 240 Est. Cost $552.89 Unrealized -9.7%
EEFT EURONET WORLDWIDE INC COM 0.1%
Value ($000) $124 Shares 1,165 Est. Cost $106.50 Unrealized -4.8%
CELH CELSIUS HLDGS INC COM NEW 0.1%
Value ($000) $123 Shares 3,443 Est. Cost $27.71 Unrealized -1.7%
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $121 Shares 1,394 Est. Cost $118.55 Unrealized -19.2%
UTHR UNITED THERAPEUTICS CORP DEL COM 0.1%
Value ($000) $120 Shares 388 Est. Cost $367.24 Unrealized -6.7%
PINS PINTEREST INC CL A 0.1%
Value ($000) $119 Shares 3,835 Est. Cost $31.53 Unrealized +7.4%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $119 Shares 2,720 Est. Cost $42.59 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $119 Shares 819 Est. Cost $211.31 Unrealized -21.1%
MTX MINERALS TECHNOLOGIES INC COM 0.1%
Value ($000) $118 Shares 1,861 Est. Cost $77.87 Unrealized -9.1%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.1%
Value ($000) $116 Shares 1,497 Est. Cost $69.52 Unrealized +16.0%
COHR COHERENT CORP COM 0.1%
Value ($000) $115 Shares 1,771 Est. Cost $99.68 Unrealized -16.9%
MKSI MKS INSTRS INC COM 0.1%
Value ($000) $115 Shares 1,434 Est. Cost $117.07 Unrealized -14.4%
CNI CANADIAN NATL RY CO COM 0.1%
Value ($000) $111 Shares 1,138 Est. Cost $121.07 Unrealized -17.9%
FTS FORTIS INC COM 0.1%
Value ($000) $110 Shares 2,415 Est. Cost $37.76 Unrealized +11.7%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.1%
Value ($000) $109 Shares 385 Est. Cost $341.59 Unrealized +0.0%
NXPI NXP SEMICONDUCTORS N V COM 0.1%
Value ($000) $109 Shares 1,003 Est. Cost $209.58 Unrealized -0.0%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $109 Shares 243 Est. Cost $424.80 Unrealized +5.5%
SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF 0.1%
Value ($000) $107 Shares 4,772 Est. Cost $33.09 Unrealized
QTWO Q2 HLDGS INC COM 0.1%
Value ($000) $107 Shares 1,337 Est. Cost $94.99 Unrealized -7.1%
TWLO TWILIO INC CL A 0.1%
Value ($000) $107 Shares 1,089 Est. Cost $91.39 Unrealized +29.7%
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $107 Shares 220 Est. Cost $526.39 Unrealized -1.5%
UMBF UMB FINL CORP COM 0.1%
Value ($000) $105 Shares 1,040 Est. Cost $82.01 Unrealized +34.4%
ETR ENTERGY CORP NEW COM 0.1%
Value ($000) $103 Shares 1,200 Est. Cost $69.96 Unrealized +15.0%
NBIX NEUROCRINE BIOSCIENCES INC COM 0.1%
Value ($000) $103 Shares 927 Est. Cost $123.68 Unrealized +2.4%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $102 Shares 929 Est. Cost $107.47 Unrealized +10.5%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $101 Shares 1,209 Est. Cost $75.52 Unrealized +9.3%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.1%
Value ($000) $101 Shares 1,428 Est. Cost $82.28 Unrealized -18.2%
KDP KEURIG DR PEPPER INC COM 0.1%
Value ($000) $101 Shares 2,948 Est. Cost $32.49 Unrealized -3.1%
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $100 Shares 497 Est. Cost $207.91 Unrealized +2.4%
AZEK CO INC CL A 0.1%
Value ($000) $100 Shares 2,045 Est. Cost $47.47 Unrealized
SSNLF SAMSUNG ELECTRONICS CO LTD ORD 0.1%
Value ($000) $98 Shares 2,500 Est. Cost $40.60 Unrealized 0.0%
CP CANADIAN PACIFIC KANSAS CITY COM 0.1%
Value ($000) $98 Shares 1,395 Est. Cost $76.42 Unrealized -1.1%
BXP BXP INC COM 0.1%
Value ($000) $97 Shares 1,444 Est. Cost $55.86 Unrealized +19.6%
V VISA INC COM CL A 0.1%
Value ($000) $97 Shares 276 Est. Cost $298.33 Unrealized +12.7%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.1%
Value ($000) $96 Shares 816 Est. Cost $115.79 Unrealized
FAST FASTENAL CO COM 0.1%
Value ($000) $96 Shares 1,240 Est. Cost $32.74 Unrealized +12.5%
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value ($000) $96 Shares 163 Est. Cost $533.24 Unrealized +4.5%
SLB SCHLUMBERGER LTD COM STK 0.1%
Value ($000) $95 Shares 2,280 Est. Cost $45.92 Unrealized -13.1%
PUBLIC STORAGE OPER CO 3.875 DEP PFD N 0.1%
Value ($000) $95 Shares 5,880 Est. Cost $16.69 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $95 Shares 1,011 Est. Cost $90.21 Unrealized -2.6%
JMUB JPMORGAN MUNICIPAL ETF 0.1%
Value ($000) $95 Shares 1,890 Est. Cost $50.07 Unrealized
HIG HARTFORD FINL SVCS GROUP INC COM 0.1%
Value ($000) $92 Shares 745 Est. Cost $100.32 Unrealized +12.6%
VVV VALVOLINE INC COM 0.1%
Value ($000) $91 Shares 2,618 Est. Cost $40.22 Unrealized -9.2%
TCMD TACTILE SYS TECHNOLOGY INC COM 0.1%
Value ($000) $89 Shares 6,723 Est. Cost $16.02 Unrealized -1.8%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $89 Shares 183 Est. Cost $463.60 Unrealized +0.5%
TER TERADYNE INC COM 0.1%
Value ($000) $87 Shares 1,059 Est. Cost $124.27 Unrealized -10.3%
AMGN AMGEN INC COM 0.1%
Value ($000) $87 Shares 278 Est. Cost $279.32 Unrealized +2.8%
ALGM ALLEGRO MICROSYSTEMS INC COM 0.1%
Value ($000) $86 Shares 3,440 Est. Cost $24.96 Unrealized 0.0%
AA ALCOA CORP COM 0.1%
Value ($000) $85 Shares 2,800 Est. Cost $40.99 Unrealized -15.6%
JAMES HARDIE INDS PLC SPONSORED ADR 0.1%
Value ($000) $85 Shares 3,611 Est. Cost $23.56 Unrealized
IDA IDACORP INC COM 0.1%
Value ($000) $84 Shares 720 Est. Cost $94.38 Unrealized +18.8%
AZZ AZZ INC COM 0.1%
Value ($000) $82 Shares 976 Est. Cost $77.43 Unrealized +14.3%
NFLX NETFLIX INC COM 0.1%
Value ($000) $81 Shares 87 Est. Cost $76.59 Unrealized +24.2%
OLED UNIVERSAL DISPLAY CORP COM 0.1%
Value ($000) $80 Shares 575 Est. Cost $175.37 Unrealized -15.9%
MGNI MAGNITE INC COM 0.1%
Value ($000) $80 Shares 7,004 Est. Cost $14.76 Unrealized +8.0%
MRK MERCK & CO INC COM 0.1%
Value ($000) $79 Shares 884 Est. Cost $98.70 Unrealized -8.7%
OMCL OMNICELL COM COM 0.1%
Value ($000) $79 Shares 2,270 Est. Cost $44.78 Unrealized -11.5%
ARIS WATER SOLUTIONS INC CLASS A COM 0.1%
Value ($000) $78 Shares 2,448 Est. Cost $23.95 Unrealized
UCTT ULTRA CLEAN HLDGS INC COM 0.1%
Value ($000) $78 Shares 3,649 Est. Cost $34.77 Unrealized -8.2%
CNK CINEMARK HLDGS INC COM 0.1%
Value ($000) $78 Shares 3,121 Est. Cost $30.55 Unrealized -9.9%
HDSN HUDSON TECHNOLOGIES INC COM 0.1%
Value ($000) $76 Shares 12,346 Est. Cost $4.80 Unrealized +22.3%
XYZ BLOCK INC CL A 0.1%
Value ($000) $76 Shares 1,393 Est. Cost $81.94 Unrealized -8.9%
OFG OFG BANCORP COM 0.1%
Value ($000) $75 Shares 1,884 Est. Cost $43.07 Unrealized -2.7%
PDFS PDF SOLUTIONS INC COM 0.1%
Value ($000) $75 Shares 3,919 Est. Cost $24.54 Unrealized 0.0%
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.1%
Value ($000) $75 Shares 3,109 Est. Cost $18.09 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $74 Shares 287 Est. Cost $262.45 Unrealized +4.6%
RRX REGAL REXNORD CORPORATION COM 0.1%
Value ($000) $74 Shares 650 Est. Cost $159.51 Unrealized -12.9%
CGNX COGNEX CORP COM 0.1%
Value ($000) $73 Shares 2,437 Est. Cost $34.93 Unrealized 0.0%
EPAM EPAM SYS INC COM 0.1%
Value ($000) $72 Shares 425 Est. Cost $222.46 Unrealized -0.9%
MTB M & T BK CORP COM 0.1%
Value ($000) $72 Shares 400 Est. Cost $138.95 Unrealized +32.8%
RPD RAPID7 INC COM 0.1%
Value ($000) $71 Shares 2,687 Est. Cost $50.00 Unrealized -32.0%
TEX TEREX CORP NEW COM 0.1%
Value ($000) $71 Shares 1,877 Est. Cost $59.32 Unrealized -26.4%
FIS FIDELITY NATL INFORMATION SVCS COM 0.1%
Value ($000) $70 Shares 943 Est. Cost $83.93 Unrealized -12.3%
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $70 Shares 350 Est. Cost $177.15 Unrealized +10.5%
LKQ LKQ CORP COM 0.1%
Value ($000) $70 Shares 1,645 Est. Cost $41.93 Unrealized -8.4%
EQIX EQUINIX INC COM 0.1%
Value ($000) $70 Shares 86 Est. Cost $897.54 Unrealized -1.9%
META META PLATFORMS INC CL A 0.1%
Value ($000) $69 Shares 120 Est. Cost $587.18 Unrealized +9.5%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $68 Shares 698 Est. Cost $89.21 Unrealized +13.2%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $68 Shares 866 Est. Cost $78.01 Unrealized
ARRY ARRAY TECHNOLOGIES INC COM SHS 0.1%
Value ($000) $68 Shares 13,971 Est. Cost $6.37 Unrealized +1.0%
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 0.1%
Value ($000) $67 Shares 2,731 Est. Cost $24.67 Unrealized
CRUS CIRRUS LOGIC INC COM 0.1%
Value ($000) $66 Shares 665 Est. Cost $105.77 Unrealized -2.6%
PSMT PRICESMART INC COM 0.1%
Value ($000) $66 Shares 754 Est. Cost $80.30 Unrealized +9.4%
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $66 Shares 187 Est. Cost $343.67 Unrealized +10.9%
AMPH AMPHASTAR PHARMACEUTICALS INC COM 0.1%
Value ($000) $66 Shares 2,277 Est. Cost $45.73 Unrealized -30.2%
OGS ONE GAS INC COM 0.0%
Value ($000) $64 Shares 845 Est. Cost $72.98 Unrealized -1.2%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $63 Shares 198 Est. Cost $308.67 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $62 Shares 865 Est. Cost $59.07 Unrealized +10.0%
PR PERMIAN RESOURCES CORP CLASS A COM 0.0%
Value ($000) $61 Shares 4,436 Est. Cost $14.49 Unrealized -1.2%
ESS ESSEX PPTY TR INC COM 0.0%
Value ($000) $61 Shares 200 Est. Cost $241.02 Unrealized +16.8%
TBUX T. ROWE PRICE ULTRA SHORT-TERM BOND ETF 0.0%
Value ($000) $61 Shares 1,234 Est. Cost $49.58 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $61 Shares 483 Est. Cost $143.47 Unrealized 0.0%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $60 Shares 1,092 Est. Cost $120.74 Unrealized -25.1%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $59 Shares 578 Est. Cost $155.49 Unrealized -28.5%
IAC IAC INC COM NEW 0.0%
Value ($000) $59 Shares 1,277 Est. Cost $40.06 Unrealized -9.0%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $57 Shares 1,071 Est. Cost $60.06 Unrealized +1.4%
SKECHERS U S A INC CL A 0.0%
Value ($000) $56 Shares 985 Est. Cost $69.12 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.0%
Value ($000) $55 Shares 1,088 Est. Cost $50.80 Unrealized
SDZNY SANDOZ GROUP AG SPONSORED ADS 0.0%
Value ($000) $55 Shares 1,317 Est. Cost $36.20 Unrealized
HYD VANECK HIGH YIELD MUNI ETF 0.0%
Value ($000) $55 Shares 1,078 Est. Cost $51.91 Unrealized
PODD INSULET CORP COM 0.0%
Value ($000) $55 Shares 208 Est. Cost $251.84 Unrealized +7.5%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $54 Shares 599 Est. Cost $84.24 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $53 Shares 103 Est. Cost $518.06 Unrealized
BLFS BIOLIFE SOLUTIONS INC COM NEW 0.0%
Value ($000) $52 Shares 2,295 Est. Cost $24.88 Unrealized +5.8%
AIVL WISDOMTREE U.S. AI ENHANCED VALUE FUND 0.0%
Value ($000) $52 Shares 475 Est. Cost $106.52 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $52 Shares 330 Est. Cost $133.30 Unrealized +6.3%
IDCC INTERDIGITAL INC COM 0.0%
Value ($000) $51 Shares 249 Est. Cost $106.87 Unrealized +88.4%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $50 Shares 4,252 Est. Cost $126.93 Unrealized -0.2%
SHO SUNSTONE HOTEL INVS INC NEW COM 0.0%
Value ($000) $50 Shares 5,312 Est. Cost $10.54 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $50 Shares 318 Est. Cost $175.67 Unrealized +3.9%
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $49 Shares 466 Est. Cost $121.04 Unrealized -0.8%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $49 Shares 398 Est. Cost $108.79 Unrealized +1.6%
BOOT BOOT BARN HLDGS INC COM 0.0%
Value ($000) $48 Shares 445 Est. Cost $112.60 Unrealized +18.8%
ALLSTATE CORP 7.375 DEP PFD J 0.0%
Value ($000) $48 Shares 1,825 Est. Cost $26.82 Unrealized
AX AXOS FINANCIAL INC COM 0.0%
Value ($000) $48 Shares 740 Est. Cost $54.39 Unrealized +24.7%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $48 Shares 1,028 Est. Cost $45.34 Unrealized
TOST TOAST INC CL A 0.0%
Value ($000) $48 Shares 1,434 Est. Cost $25.17 Unrealized +48.8%
RNR 4.2 PERP G RENAISSANCERE HLDGS LTD 4.20 DEP PFD G 0.0%
Value ($000) $48 Shares 3,000 Est. Cost $16.58 Unrealized
BJRI BJS RESTAURANTS INC COM 0.0%
Value ($000) $47 Shares 1,368 Est. Cost $35.44 Unrealized +0.2%
UNM UNUM GROUP COM 0.0%
Value ($000) $47 Shares 573 Est. Cost $51.74 Unrealized +49.0%
STT STATE STR CORP COM 0.0%
Value ($000) $46 Shares 519 Est. Cost $70.53 Unrealized +31.5%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $46 Shares 427 Est. Cost $107.12 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $46 Shares 2,043 Est. Cost $32.20 Unrealized -32.1%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $46 Shares 82 Est. Cost $572.45 Unrealized
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $44 Shares 345 Est. Cost $120.34 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $44 Shares 216 Est. Cost $250.27 Unrealized -13.3%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $44 Shares 209 Est. Cost $183.79 Unrealized +8.0%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $44 Shares 601 Est. Cost $78.46 Unrealized
BERRY GLOBAL GROUP INC COM 0.0%
Value ($000) $44 Shares 628 Est. Cost $64.67 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $42 Shares 2,089 Est. Cost $20.16 Unrealized -5.4%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $42 Shares 313 Est. Cost $123.07 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $42 Shares 720 Est. Cost $48.64 Unrealized +8.1%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $42 Shares 1,166 Est. Cost $52.59 Unrealized -17.9%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $42 Shares 708 Est. Cost $43.93 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $41 Shares 500 Est. Cost $69.77 Unrealized +9.5%
THG HANOVER INS GROUP INC COM 0.0%
Value ($000) $40 Shares 231 Est. Cost $125.15 Unrealized +26.8%
MRGR PROSHARES MERGER ETF 0.0%
Value ($000) $40 Shares 959 Est. Cost $41.49 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $40 Shares 145 Est. Cost $268.38 Unrealized
JPMORGAN CHASE & CO. 6 DEP NCM PFD EE 0.0%
Value ($000) $38 Shares 1,520 Est. Cost $25.30 Unrealized
TRP TC ENERGY CORP COM 0.0%
Value ($000) $38 Shares 800 Est. Cost $45.56 Unrealized -0.2%
CBT CABOT CORP COM 0.0%
Value ($000) $37 Shares 451 Est. Cost $93.58 Unrealized -9.9%
CHWY CHEWY INC CL A 0.0%
Value ($000) $37 Shares 1,151 Est. Cost $19.04 Unrealized +88.4%
ABCB AMERIS BANCORP COM 0.0%
Value ($000) $37 Shares 649 Est. Cost $64.59 Unrealized -4.6%
FTI TECHNIPFMC PLC COM 0.0%
Value ($000) $36 Shares 1,151 Est. Cost $28.73 Unrealized +3.8%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $36 Shares 2,563 Est. Cost $16.66 Unrealized -8.1%
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $36 Shares 106 Est. Cost $333.15 Unrealized
EBC EASTERN BANKSHARES INC COM 0.0%
Value ($000) $34 Shares 2,099 Est. Cost $16.87 Unrealized +0.4%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $33 Shares 1,699 Est. Cost $23.40 Unrealized +1.6%
INVX INNOVEX INTERNATIONAL INC COM 0.0%
Value ($000) $33 Shares 1,842 Est. Cost $15.85 Unrealized +7.2%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $33 Shares 185 Est. Cost $214.94 Unrealized -16.1%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $33 Shares 48 Est. Cost $730.14 Unrealized -2.1%
GSHD GOOSEHEAD INS INC COM CL A 0.0%
Value ($000) $32 Shares 275 Est. Cost $109.18 Unrealized +2.8%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $32 Shares 545 Est. Cost $54.99 Unrealized
CNMD CONMED CORP COM 0.0%
Value ($000) $32 Shares 537 Est. Cost $71.59 Unrealized -10.9%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $32 Shares 136 Est. Cost $226.37 Unrealized +5.7%
EMBJ EMBRAER S.A. SPONSORED ADS 0.0%
Value ($000) $32 Shares 685 Est. Cost $36.86 Unrealized
PGNY PROGYNY INC COM 0.0%
Value ($000) $31 Shares 1,408 Est. Cost $15.52 Unrealized +38.8%
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.0%
Value ($000) $31 Shares 1,165 Est. Cost $26.15 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $31 Shares 591 Est. Cost $48.16 Unrealized
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $30 Shares 1,150 Est. Cost $25.31 Unrealized
BANK AMERICA CORP DP SH NCUM NN 0.0%
Value ($000) $30 Shares 1,640 Est. Cost $19.42 Unrealized
CRM SALESFORCE INC COM 0.0%
Value ($000) $29 Shares 110 Est. Cost $316.76 Unrealized -2.4%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $29 Shares 305 Est. Cost $95.47 Unrealized
HEIDRICK & STRUGGLES INTL INC COM 0.0%
Value ($000) $29 Shares 676 Est. Cost $31.58 Unrealized
HBB HAMILTON BEACH BRANDS HLDG CO COM CL A 0.0%
Value ($000) $29 Shares 1,474 Est. Cost $22.39 Unrealized -21.6%
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.0%
Value ($000) $29 Shares 600 Est. Cost $47.39 Unrealized
HTH HILLTOP HOLDINGS INC COM 0.0%
Value ($000) $28 Shares 909 Est. Cost $30.39 Unrealized +0.0%
COLB COLUMBIA BKG SYS INC COM 0.0%
Value ($000) $28 Shares 1,103 Est. Cost $18.58 Unrealized +36.3%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $27 Shares 140 Est. Cost $182.55 Unrealized
VITL VITAL FARMS INC COM 0.0%
Value ($000) $27 Shares 888 Est. Cost $35.56 Unrealized +1.2%
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $27 Shares 874 Est. Cost $30.73 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $27 Shares 510 Est. Cost $51.26 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value ($000) $27 Shares 87 Est. Cost $311.89 Unrealized +11.6%
JPMORGAN CHASE & CO. 4.625 DEP PFD LL 0.0%
Value ($000) $26 Shares 1,320 Est. Cost $20.83 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $26 Shares 407 Est. Cost $74.39 Unrealized -11.6%
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $25 Shares 259 Est. Cost $85.32 Unrealized +13.0%
WEX WEX INC COM 0.0%
Value ($000) $25 Shares 157 Est. Cost $187.51 Unrealized -12.2%
PCRX PACIRA BIOSCIENCES INC COM 0.0%
Value ($000) $25 Shares 992 Est. Cost $23.60 Unrealized +1.4%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $24 Shares 648 Est. Cost $47.24 Unrealized -26.8%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $24 Shares 43 Est. Cost $547.42 Unrealized
VOOV VANGUARD S&P 500 VALUE ETF 0.0%
Value ($000) $24 Shares 130 Est. Cost $184.19 Unrealized
WERN WERNER ENTERPRISES INC COM 0.0%
Value ($000) $24 Shares 805 Est. Cost $36.55 Unrealized -8.1%
MET METLIFE INC COM 0.0%
Value ($000) $23 Shares 292 Est. Cost $80.65 Unrealized +0.6%
BTCO INVESCO GALAXY BITCOIN ETF 0.0%
Value ($000) $23 Shares 285 Est. Cost $93.31 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $23 Shares 87 Est. Cost $197.76 Unrealized +22.9%
BRUNSWICK CORP 6.375 SR NT 49 0.0%
Value ($000) $23 Shares 960 Est. Cost $24.71 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $22 Shares 283 Est. Cost $66.26 Unrealized +21.1%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $21 Shares 436 Est. Cost $42.43 Unrealized +54.7%
IRMD IRADIMED CORP COM 0.0%
Value ($000) $21 Shares 405 Est. Cost $51.73 Unrealized +7.0%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $21 Shares 21 Est. Cost $929.06 Unrealized +10.4%
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $21 Shares 813 Est. Cost $24.99 Unrealized
MDXG MIMEDX GROUP INC COM 0.0%
Value ($000) $21 Shares 2,727 Est. Cost $7.03 Unrealized +18.8%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $21 Shares 360 Est. Cost $57.41 Unrealized
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 0.0%
Value ($000) $20 Shares 520 Est. Cost $35.48 Unrealized
ALGT ALLEGIANT TRAVEL CO COM 0.0%
Value ($000) $20 Shares 385 Est. Cost $72.90 Unrealized +10.2%
PCOR PROCORE TECHNOLOGIES INC COM 0.0%
Value ($000) $20 Shares 301 Est. Cost $70.94 Unrealized +6.4%
IVLU ISHARES MSCI INTL VALUE FACTOR ETF 0.0%
Value ($000) $20 Shares 649 Est. Cost $27.11 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value ($000) $19 Shares 800 Est. Cost $36.18 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $19 Shares 240 Est. Cost $98.08 Unrealized -8.5%
TRIP TRIPADVISOR INC COM 0.0%
Value ($000) $19 Shares 1,350 Est. Cost $21.09 Unrealized -25.7%
LIN LINDE PLC SHS 0.0%
Value ($000) $19 Shares 41 Est. Cost $448.71 Unrealized -0.9%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $19 Shares 147 Est. Cost $118.60 Unrealized
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.0%
Value ($000) $19 Shares 510 Est. Cost $37.46 Unrealized
KALV KALVISTA PHARMACEUTICALS INC COM 0.0%
Value ($000) $18 Shares 1,590 Est. Cost $11.67 Unrealized -12.5%
GNR SPDR S&P GLOBAL NATURAL RESOURCES ETF 0.0%
Value ($000) $18 Shares 342 Est. Cost $55.85 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $18 Shares 53 Est. Cost $322.33 Unrealized +11.4%
VPG VISHAY PRECISION GROUP INC COM 0.0%
Value ($000) $18 Shares 741 Est. Cost $23.41 Unrealized -0.2%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $18 Shares 251 Est. Cost $65.38 Unrealized +14.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $18 Shares 421 Est. Cost $37.87 Unrealized +16.7%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $18 Shares 19 Est. Cost $922.64 Unrealized +5.2%
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $18 Shares 130 Est. Cost $140.01 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $17 Shares 71 Est. Cost $186.18 Unrealized +19.2%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $17 Shares 34 Est. Cost $520.85 Unrealized +6.2%
SCL STEPAN CO COM 0.0%
Value ($000) $17 Shares 305 Est. Cost $83.90 Unrealized -27.3%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $16 Shares 170 Est. Cost $92.54 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $16 Shares 300 Est. Cost $47.42 Unrealized +1.2%
MRP MILLROSE PPTYS INC COM CL A 0.0%
Value ($000) $16 Shares 585 Est. Cost $26.51 Unrealized
SYNA SYNAPTICS INC COM 0.0%
Value ($000) $15 Shares 242 Est. Cost $75.73 Unrealized -4.3%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $15 Shares 214 Est. Cost $113.35 Unrealized -29.6%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $15 Shares 400 Est. Cost $39.76 Unrealized -11.9%
HSY HERSHEY CO COM 0.0%
Value ($000) $15 Shares 86 Est. Cost $183.90 Unrealized -13.4%
TGT TARGET CORP COM 0.0%
Value ($000) $14 Shares 138 Est. Cost $136.67 Unrealized -12.0%
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.0%
Value ($000) $14 Shares 282 Est. Cost $50.32 Unrealized
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.0%
Value ($000) $14 Shares 925 Est. Cost $31.40 Unrealized
HAUZ DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $14 Shares 681 Est. Cost $20.18 Unrealized
SCHWAB CHARLES CORP DEP SHS 1/40 PFD 0.0%
Value ($000) $14 Shares 555 Est. Cost $25.12 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $14 Shares 193 Est. Cost $75.03 Unrealized -8.5%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $14 Shares 1,654 Est. Cost $11.77 Unrealized -13.6%
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $13 Shares 166 Est. Cost $54.82 Unrealized +31.2%
DOLE PLC ORD SHS 0.0%
Value ($000) $13 Shares 890 Est. Cost $13.81 Unrealized
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 0.0%
Value ($000) $13 Shares 255 Est. Cost $48.91 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $12 Shares 124 Est. Cost $100.34 Unrealized
EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF 0.0%
Value ($000) $12 Shares 620 Est. Cost $19.53 Unrealized
AVSC AVANTIS U.S SMALL CAP EQUITY ETF 0.0%
Value ($000) $12 Shares 255 Est. Cost $53.91 Unrealized
SMOT VANECK MORNINGSTAR SMID MOAT ETF 0.0%
Value ($000) $12 Shares 375 Est. Cost $34.45 Unrealized
NTNX NUTANIX INC CL A 0.0%
Value ($000) $12 Shares 850 Est. Cost $68.46 Unrealized +1.1%
SRTA BLADE AIR MOBILITY INC CL A COM 0.0%
Value ($000) $12 Shares 4,406 Est. Cost $3.35 Unrealized +7.0%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $12 Shares 147 Est. Cost $83.08 Unrealized
JBLU JETBLUE AWYS CORP COM 0.0%
Value ($000) $12 Shares 2,476 Est. Cost $6.13 Unrealized +7.1%
BLACKROCK MUNIYIELD N Y QUALIT COM 0.0%
Value ($000) $12 Shares 1,200 Est. Cost $10.08 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $12 Shares 171 Est. Cost $125.59 Unrealized
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $12 Shares 379 Est. Cost $29.57 Unrealized
WTM WHITE MTNS INS GROUP LTD COM 0.0%
Value ($000) $12 Shares 6 Est. Cost $1889.39 Unrealized -0.4%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $12 Shares 276 Est. Cost $42.15 Unrealized +3.5%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $11 Shares 317 Est. Cost $35.03 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $11 Shares 46 Est. Cost $236.85 Unrealized +5.8%
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $11 Shares 450 Est. Cost $25.25 Unrealized
DIGITAL RLTY TR INC 5.850 PFD SR K 0.0%
Value ($000) $11 Shares 480 Est. Cost $23.88 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $11 Shares 156 Est. Cost $70.00 Unrealized +7.9%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $11 Shares 98 Est. Cost $106.02 Unrealized -0.1%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $11 Shares 140 Est. Cost $75.69 Unrealized
FEDERAL NATL MTG ASSN PFD8.25SER S 0.0%
Value ($000) $11 Shares 925 Est. Cost $5.13 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $11 Shares 20 Est. Cost $428.22 Unrealized +30.5%
SRG SERITAGE GROWTH PPTYS CL A 0.0%
Value ($000) $11 Shares 3,382 Est. Cost $4.31 Unrealized -14.9%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $11 Shares 157 Est. Cost $84.54 Unrealized +11.7%
VNO VORNADO RLTY TR SH BEN INT 0.0%
Value ($000) $11 Shares 290 Est. Cost $33.60 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $10 Shares 33 Est. Cost $255.26 Unrealized +14.7%
FLTR VANECK IG FLOATING RATE ETF 0.0%
Value ($000) $10 Shares 400 Est. Cost $25.45 Unrealized
CMC COMMERCIAL METALS CO COM 0.0%
Value ($000) $10 Shares 218 Est. Cost $53.92 Unrealized -11.0%
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $99.15 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $10 Shares 260 Est. Cost $49.32 Unrealized -23.3%
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $10 Shares 141 Est. Cost $12.26 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $10 Shares 456 Est. Cost $19.97 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $10 Shares 444 Est. Cost $36.87 Unrealized
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $10 Shares 77 Est. Cost $130.12 Unrealized -4.0%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $10 Shares 238 Est. Cost $36.56 Unrealized +5.2%
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.0%
Value ($000) $9 Shares 456 Est. Cost $20.65 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $9 Shares 40 Est. Cost $232.75 Unrealized +4.0%
AMG AFFILIATED MANAGERS GROUP INC COM 0.0%
Value ($000) $9 Shares 55 Est. Cost $171.62 Unrealized +1.6%
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $9 Shares 117 Est. Cost $74.64 Unrealized +10.1%
NGGTF NATIONAL GRID PLC ORD 0.0%
Value ($000) $9 Shares 693 Est. Cost $12.64 Unrealized -3.4%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $9 Shares 112 Est. Cost $84.84 Unrealized +1.2%
INDB INDEPENDENT BK CORP MASS COM 0.0%
Value ($000) $9 Shares 143 Est. Cost $52.22 Unrealized +21.6%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $9 Shares 833 Est. Cost $8.10 Unrealized +29.2%
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $9 Shares 29 Est. Cost $315.96 Unrealized -9.0%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $9 Shares 145 Est. Cost $64.44 Unrealized -10.0%
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $8 Shares 132 Est. Cost $85.73 Unrealized -9.6%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $8 Shares 54 Est. Cost $180.61 Unrealized -11.6%
PCEF INVESCO CEF INCOME COMPOSITE ETF 0.0%
Value ($000) $8 Shares 435 Est. Cost $19.16 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $80.27 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $8 Shares 78 Est. Cost $106.66 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $8 Shares 39 Est. Cost $162.63 Unrealized +17.6%
BHB BAR HBR BANKSHARES COM 0.0%
Value ($000) $8 Shares 270 Est. Cost $31.34 Unrealized -4.8%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $8 Shares 338 Est. Cost $25.86 Unrealized
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $8 Shares 130 Est. Cost $62.36 Unrealized -3.1%
AVADEL PHARMACEUTICALS PLC COM SHS 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $10.51 Unrealized
RBA RB GLOBAL INC COM 0.0%
Value ($000) $8 Shares 76 Est. Cost $89.47 Unrealized +6.6%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $8 Shares 245 Est. Cost $27.67 Unrealized
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $7 Shares 206 Est. Cost $35.46 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $7 Shares 97 Est. Cost $77.89 Unrealized
SNA SNAP ON INC COM 0.0%
Value ($000) $7 Shares 22 Est. Cost $262.93 Unrealized +26.2%
HESS CORP COM 0.0%
Value ($000) $7 Shares 46 Est. Cost $133.00 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $7 Shares 61 Est. Cost $168.12 Unrealized -24.6%
PUBLIC STORAGE OPER CO 3.950 DEP PFD Q 0.0%
Value ($000) $7 Shares 450 Est. Cost $17.01 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $7 Shares 46 Est. Cost $121.05 Unrealized -1.5%
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.0%
Value ($000) $7 Shares 255 Est. Cost $22.05 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $7 Shares 90 Est. Cost $99.45 Unrealized -12.5%
NTRA NATERA INC COM 0.0%
Value ($000) $7 Shares 50 Est. Cost $145.66 Unrealized +10.3%
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $7 Shares 170 Est. Cost $55.08 Unrealized -14.2%
TRUIST FINL CORP DP SH RP PFD R 0.0%
Value ($000) $7 Shares 350 Est. Cost $19.30 Unrealized
NUVEEN MASSACHUSETS QLT MUN FD COM 0.0%
Value ($000) $7 Shares 536 Est. Cost $11.50 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $7 Shares 213 Est. Cost $29.11 Unrealized +28.7%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $7 Shares 75 Est. Cost $74.36 Unrealized 0.0%
SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 0.0%
Value ($000) $6 Shares 226 Est. Cost $27.88 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $6 Shares 59 Est. Cost $93.36 Unrealized +6.3%
CB CHUBB LIMITED COM 0.0%
Value ($000) $6 Shares 21 Est. Cost $281.36 Unrealized -1.8%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $6 Shares 20 Est. Cost $343.41 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $6 Shares 56 Est. Cost $126.31 Unrealized -10.8%
H HYATT HOTELS CORP COM CL A 0.0%
Value ($000) $6 Shares 50 Est. Cost $154.42 Unrealized -7.2%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $6 Shares 77 Est. Cost $76.08 Unrealized 0.0%
PUBLIC STORAGE OPER CO 3.900 DEP PFD O 0.0%
Value ($000) $6 Shares 380 Est. Cost $16.71 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $6 Shares 58 Est. Cost $125.87 Unrealized
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.0%
Value ($000) $6 Shares 118 Est. Cost $47.40 Unrealized
HIFS HINGHAM INSTN SVGS MASS COM 0.0%
Value ($000) $6 Shares 25 Est. Cost $247.67 Unrealized 0.0%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $6 Shares 61 Est. Cost $91.78 Unrealized +5.9%
BARRICK GOLD CORP COM 0.0%
Value ($000) $6 Shares 300 Est. Cost $16.68 Unrealized
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.0%
Value ($000) $6 Shares 85 Est. Cost $71.43 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $6 Shares 60 Est. Cost $91.82 Unrealized
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $6 Shares 351 Est. Cost $20.01 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $55.45 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $198.35 Unrealized -4.4%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $5 Shares 38 Est. Cost $106.92 Unrealized +15.6%
UNP UNION PAC CORP COM 0.0%
Value ($000) $5 Shares 22 Est. Cost $225.78 Unrealized +4.3%
VTRS VIATRIS INC COM 0.0%
Value ($000) $5 Shares 593 Est. Cost $11.63 Unrealized -13.9%
DVA DAVITA INC COM 0.0%
Value ($000) $5 Shares 33 Est. Cost $156.79 Unrealized +0.2%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $247.76 Unrealized +7.6%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $5 Shares 18 Est. Cost $227.01 Unrealized +8.1%
BLK BLACKROCK INC COM 0.0%
Value ($000) $5 Shares 5 Est. Cost $991.05 Unrealized -2.9%
FGD FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND 0.0%
Value ($000) $5 Shares 200 Est. Cost $22.24 Unrealized
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $115.55 Unrealized +10.5%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $5 Shares 56 Est. Cost $112.79 Unrealized -17.4%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $5 Shares 9 Est. Cost $514.68 Unrealized +5.3%
ADBE ADOBE INC COM 0.0%
Value ($000) $5 Shares 12 Est. Cost $495.13 Unrealized -13.4%
SOUTHERN CO 4.20 NT S20C 60 0.0%
Value ($000) $5 Shares 250 Est. Cost $18.91 Unrealized
MORGAN STANLEY 6.625 PFD SER Q 0.0%
Value ($000) $5 Shares 180 Est. Cost $26.51 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $5 Shares 61 Est. Cost $68.64 Unrealized +4.2%
WAB WABTEC COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $162.03 Unrealized +17.8%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $5 Shares 150 Est. Cost $29.86 Unrealized
CMT CORE MOLDING TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 293 Est. Cost $18.28 Unrealized -21.6%
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $4 Shares 115 Est. Cost $30.44 Unrealized
SOBO SOUTH BOW CORP COM 0.0%
Value ($000) $4 Shares 160 Est. Cost $22.97 Unrealized +4.8%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $4 Shares 13 Est. Cost $354.74 Unrealized -1.5%
KRT KARAT PACKAGING INC COM 0.0%
Value ($000) $4 Shares 150 Est. Cost $28.10 Unrealized +6.1%
DFJ WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $4 Shares 50 Est. Cost $75.14 Unrealized
CLH CLEAN HARBORS INC COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $209.64 Unrealized +4.4%
EOG EOG RES INC COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $123.33 Unrealized +1.5%
UNB UNION BANKSHARES INC COM 0.0%
Value ($000) $4 Shares 120 Est. Cost $25.21 Unrealized +21.0%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $4 Shares 16 Est. Cost $255.47 Unrealized -0.1%
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $4 Shares 75 Est. Cost $53.75 Unrealized -7.7%
WRBY WARBY PARKER INC CL A COM 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.43 Unrealized +16.8%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $4 Shares 39 Est. Cost $91.15 Unrealized
XPMAX PIONEER MUNICIPAL HIGH INCOME COM 0.0%
Value ($000) $3 Shares 410 Est. Cost $8.21 Unrealized
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $90.40 Unrealized +13.9%
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $3 Shares 112 Est. Cost $33.12 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $108.02 Unrealized +0.9%
NUVEEN CALIFORNIA AMT QLT MUN COM 0.0%
Value ($000) $3 Shares 270 Est. Cost $12.51 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $3 Shares 32 Est. Cost $78.83 Unrealized +27.7%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $3 Shares 45 Est. Cost $118.54 Unrealized -10.3%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $137.26 Unrealized -6.0%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $3 Shares 20 Est. Cost $161.25 Unrealized
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $3 Shares 33 Est. Cost $98.18 Unrealized -6.0%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $3 Shares 26 Est. Cost $133.54 Unrealized +0.3%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $3 Shares 6 Est. Cost $444.00 Unrealized +5.9%
INDA ISHARES MSCI INDIA ETF 0.0%
Value ($000) $3 Shares 59 Est. Cost $52.64 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $3 Shares 22 Est. Cost $132.09 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $3 Shares 68 Est. Cost $53.22 Unrealized +10.1%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $3 Shares 8 Est. Cost $272.92 Unrealized +31.1%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $53.04 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $3 Shares 17 Est. Cost $253.86 Unrealized -4.6%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $3 Shares 8 Est. Cost $364.50 Unrealized
PCAR PACCAR INC COM 0.0%
Value ($000) $3 Shares 29 Est. Cost $103.86 Unrealized -0.9%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $93.67 Unrealized
SNDK SANDISK CORP COM 0.0%
Value ($000) $3 Shares 56 Est. Cost $49.67 Unrealized 0.0%
SHAK SHAKE SHACK INC CL A 0.0%
Value ($000) $3 Shares 30 Est. Cost $97.58 Unrealized +11.2%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $3 Shares 5 Est. Cost $543.94 Unrealized +7.6%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $3 Shares 33 Est. Cost $73.05 Unrealized +6.3%
ALLSTATE CORP 5.1 DP SH PFD H 0.0%
Value ($000) $3 Shares 120 Est. Cost $21.84 Unrealized
ELF E L F BEAUTY INC COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $143.72 Unrealized -39.4%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $2 Shares 38 Est. Cost $65.76 Unrealized
WFCF WHERE FOOD COMES FROM INC COM NEW 0.0%
Value ($000) $2 Shares 225 Est. Cost $11.74 Unrealized +2.7%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $2 Shares 15 Est. Cost $176.35 Unrealized -6.7%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $137.31 Unrealized +4.3%
X4 PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 10,000 Est. Cost $0.73 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $136.13 Unrealized +22.6%
CPA COPA HOLDINGS SA CL A 0.0%
Value ($000) $2 Shares 25 Est. Cost $88.34 Unrealized -0.3%
ADIAL PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $2 Shares 3,600 Est. Cost $1.01 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $178.12 Unrealized -2.8%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $94.43 Unrealized +0.8%
CVY INVESCO ZACKS MULTI-ASSET INCOME ETF 0.0%
Value ($000) $2 Shares 85 Est. Cost $25.16 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $503.12 Unrealized +0.9%
INTU INTUIT COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $632.98 Unrealized -5.6%
TRGP TARGA RES CORP COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $175.16 Unrealized +11.1%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $142.02 Unrealized -3.1%
NOW SERVICENOW INC COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $202.58 Unrealized -4.9%
EVCM EVERCOMMERCE INC COM 0.0%
Value ($000) $2 Shares 187 Est. Cost $11.18 Unrealized -8.9%
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $2 Shares 4 Est. Cost $479.50 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $2 Shares 31 Est. Cost $48.82 Unrealized +4.5%
FISV FISERV INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $164.95 Unrealized +32.7%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $340.46 Unrealized +10.8%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $2 Shares 95 Est. Cost $19.59 Unrealized
F FORD MTR CO COM 0.0%
Value ($000) $2 Shares 176 Est. Cost $11.11 Unrealized -16.8%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $128.26 Unrealized +6.8%
APA APA CORPORATION COM 0.0%
Value ($000) $2 Shares 80 Est. Cost $22.14 Unrealized -5.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $29.56 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.80 Unrealized +0.7%
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $198.87 Unrealized -16.4%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $2 Shares 24 Est. Cost $69.34 Unrealized -2.3%
ETH GRAYSCALE ETHEREUM MINI TRUST ETF 0.0%
Value ($000) $2 Shares 92 Est. Cost $31.49 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $560.34 Unrealized +15.7%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $2 Shares 80 Est. Cost $25.28 Unrealized -4.7%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $211.11 Unrealized +3.4%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $98.11 Unrealized -9.2%
WELL WELLTOWER INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $128.69 Unrealized +9.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $80.63 Unrealized +7.9%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $75.79 Unrealized +5.6%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $56.34 Unrealized -3.5%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $1 Shares 16 Est. Cost $72.24 Unrealized +5.4%
MCO MOODYS CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $458.71 Unrealized +4.3%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $216.92 Unrealized +3.0%
PUBLIC STORAGE OPER CO 4.875 DP SH PFD 0.0%
Value ($000) $1 Shares 65 Est. Cost $21.05 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $544.86 Unrealized +8.4%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $167.50 Unrealized +9.5%
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $1 Shares 17 Est. Cost $102.84 Unrealized -1.4%
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.71 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $1 Shares 31 Est. Cost $44.94 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 82 Est. Cost $16.25 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $1 Shares 15 Est. Cost $58.25 Unrealized +50.8%
CME CME GROUP INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $219.66 Unrealized +10.4%
IVZ INVESCO LTD SHS 0.0%
Value ($000) $1 Shares 80 Est. Cost $16.96 Unrealized -3.1%
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $1 Shares 60 Est. Cost $17.42 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $47.60 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $241.07 Unrealized +3.5%
AVES AVANTIS EMERGING MARKETS VALUE ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $52.12 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1 Shares 75 Est. Cost $15.75 Unrealized -4.0%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $1 Shares 9 Est. Cost $90.95 Unrealized +38.4%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $468.46 Unrealized -5.7%
MMM 3M CO COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $128.38 Unrealized +12.6%
PENN PENN ENTERTAINMENT INC COM 0.0%
Value ($000) $1 Shares 65 Est. Cost $19.54 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 8 Est. Cost $84.75 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $276.10 Unrealized +3.7%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $170.68 Unrealized +9.4%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $276.46 Unrealized +0.6%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $311.40 Unrealized -5.0%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $86.71 Unrealized -15.4%
GROV GROVE COLLABORATIVE HOLD INC COM CL A 0.0%
Value ($000) $1 Shares 700 Est. Cost $1.60 Unrealized -3.5%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $1 Shares 15 Est. Cost $50.07 Unrealized
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $536.59 Unrealized -9.5%
AFL AFLAC INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $85.81 Unrealized +21.3%
RMD RESMED INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $220.76 Unrealized +4.9%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $205.33 Unrealized +2.1%
ADSK AUTODESK INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $251.72 Unrealized +13.0%
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $32.11 Unrealized 0.0%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $58.92 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $1 Shares 11 Est. Cost $75.95 Unrealized +2.8%
KMX CARMAX INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $78.54 Unrealized +2.1%
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $55.70 Unrealized +0.6%
EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $93.63 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $106.98 Unrealized
WEN WENDYS CO COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $18.25 Unrealized -17.6%
FFEB FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY 0.0%
Value ($000) $1 Shares 250 Est. Cost $49.77 Unrealized
AMTM AMENTUM HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $28.49 Unrealized -28.5%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $38.59 Unrealized +5.4%
NIO NIO INC SPON ADS 0.0%
Value ($000) $1 Shares 150 Est. Cost $3.81 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $90.00 Unrealized
EVGO EVGO INC CL A COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $3.10 Unrealized 0.0%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $14.38 Unrealized +4.8%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.27 Unrealized
KLG WK KELLOGG CO COM SHS 0.0%
Value ($000) $0 Shares 25 Est. Cost $18.00 Unrealized
TNDM TANDEM DIABETES CARE INC COM NEW 0.0%
Value ($000) $0 Shares 25 Est. Cost $29.26 Unrealized 0.0%
INDS PACER INDUSTRIAL REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 11 Est. Cost $35.27 Unrealized
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $137.35 Unrealized -8.1%
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $39.22 Unrealized -0.4%
STNE STONECO LTD COM CL A 0.0%
Value ($000) $0 Shares 26 Est. Cost $10.46 Unrealized
OAKM OAKMARK U.S. LARGE CAP ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $23.50 Unrealized
FCEL FUELCELL ENERGY INC COM NEW 0.0%
Value ($000) $0 Shares 50 Est. Cost $9.91 Unrealized -24.8%
SNAP SNAP INC CL A 0.0%
Value ($000) $0 Shares 26 Est. Cost $11.27 Unrealized -7.5%
LAR LITHIUM ARGENTINA AG COM SHS 0.0%
Value ($000) $0 Shares 88 Est. Cost $3.25 Unrealized -22.5%
BROS DUTCH BROS INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $44.12 Unrealized +49.3%
PARR PAR PAC HOLDINGS INC COM NEW 0.0%
Value ($000) $0 Shares 11 Est. Cost $16.88 Unrealized -7.1%
PIEDMONT LITHIUM INC COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $8.75 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $0 Shares 2 Est. Cost $72.05 Unrealized 0.0%
CROX CROCS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $103.63 Unrealized 0.0%
CDZI CADIZ INC COM NEW 0.0%
Value ($000) $0 Shares 35 Est. Cost $3.60 Unrealized +22.0%
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $36.00 Unrealized
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $14.00 Unrealized
GENK GEN RESTAURENT GROUP CL A COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $8.27 Unrealized -25.5%
2SEVENTY BIO INC COMMON STOCK 0.0%
Value ($000) $0 Shares 16 Est. Cost $4.94 Unrealized
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $0 Shares 11 Est. Cost $9.14 Unrealized -18.5%
HIMX HIMAX TECHNOLOGIES INC SPONSORED ADR 0.0%
Value ($000) $0 Shares 7 Est. Cost $7.29 Unrealized
RDNT RADNET INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $73.77 Unrealized -19.8%
ONEW ONEWATER MARINE INC CL A COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $21.37 Unrealized -19.9%
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 2 Est. Cost $25.50 Unrealized -7.6%
DNUT KRISPY KREME INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $8.74 Unrealized -13.4%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $5.31 Unrealized -30.7%
BLUEBIRD BIO INC COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $5.00 Unrealized
VANI VIVANI MEDICAL INC COMMON STOCK 0.0%
Value ($000) $0 Shares 9 Est. Cost $1.15 Unrealized 0.0%
PERSHING SQUARE TONTINE HOLDINGS LTD CALL WTS/PROD OPEN() 0.0%
Value ($000) $0 Shares 197 Est. Cost Unrealized
SYNERGY PHARMACEUTICALS DEL COM NEW 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
LEHMAN BROTHERS HOLDING INC ESCROW DEPOSITARY SHARES EACH REPRESENTING 1/10 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
New York REIT Liquidating LLC 0.0%
Value ($000) $0 Shares 7,963 Est. Cost Unrealized