1620 INVESTMENT ADVISORS, INC. Diversified Active

CIK: 0001907281 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 7, 2025

Total Value ($000): $141,019 (100.0% shares, 0.0% debt)

Holdings (680)

SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 3.2%
Value ($000) $4,450 Shares 132,523 Est. Cost $32.80 Unrealized
QEFA SPDR MSCI EAFE STRATEGICFACTORS ETF 2.5%
Value ($000) $3,516 Shares 41,197 Est. Cost $73.50 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 2.3%
Value ($000) $3,245 Shares 33,879 Est. Cost $105.80 Unrealized
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 2.2%
Value ($000) $3,137 Shares 107,094 Est. Cost $28.96 Unrealized
JPM JPMORGAN CHASE & CO. COM 2.1%
Value ($000) $3,017 Shares 10,407 Est. Cost $228.03 Unrealized +10.8%
TRI CONTL CORP COM 2.1%
Value ($000) $2,892 Shares 91,342 Est. Cost $25.93 Unrealized
FRDM FREEDOM 100 EMERGING MARKETS ETF 1.8%
Value ($000) $2,528 Shares 62,574 Est. Cost $28.81 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 1.8%
Value ($000) $2,507 Shares 47,516 Est. Cost $50.78 Unrealized
SCHP SCHWAB US TIPS ETF 1.7%
Value ($000) $2,374 Shares 88,972 Est. Cost $36.64 Unrealized
MSFT MICROSOFT CORP COM 1.5%
Value ($000) $2,138 Shares 4,297 Est. Cost $323.06 Unrealized +33.8%
TJX TJX COS INC NEW COM 1.5%
Value ($000) $2,084 Shares 16,876 Est. Cost $86.62 Unrealized +45.3%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 1.4%
Value ($000) $2,019 Shares 18,985 Est. Cost $105.30 Unrealized
AAPL APPLE INC COM 1.4%
Value ($000) $2,016 Shares 9,825 Est. Cost $155.35 Unrealized +29.7%
JSI JANUS HENDERSON SECURITIZED INCOME ETF 1.4%
Value ($000) $1,970 Shares 37,440 Est. Cost $51.97 Unrealized
RTX RTX CORPORATION COM 1.3%
Value ($000) $1,782 Shares 12,200 Est. Cost $118.27 Unrealized +11.4%
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 1.2%
Value ($000) $1,721 Shares 42,894 Est. Cost $39.44 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 1.2%
Value ($000) $1,635 Shares 7,221 Est. Cost $104.44 Unrealized
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 1.1%
Value ($000) $1,503 Shares 51,344 Est. Cost $28.69 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 1.0%
Value ($000) $1,427 Shares 9,889 Est. Cost $100.33 Unrealized +2.1%
ABBV ABBVIE INC COM 1.0%
Value ($000) $1,421 Shares 7,653 Est. Cost $177.52 Unrealized +2.9%
EPR EPR PPTYS COM SH BEN INT 0.9%
Value ($000) $1,331 Shares 22,842 Est. Cost $48.99 Unrealized
JHPI JOHN HANCOCK PREFERRED INCOME ETF 0.9%
Value ($000) $1,292 Shares 57,308 Est. Cost $22.52 Unrealized
EMTL SPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETF 0.9%
Value ($000) $1,225 Shares 28,369 Est. Cost $42.18 Unrealized
ITM VANECK INTERMEDIATE MUNI ETF 0.9%
Value ($000) $1,215 Shares 26,729 Est. Cost $46.10 Unrealized
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.8%
Value ($000) $1,180 Shares 47,130 Est. Cost $26.34 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.8%
Value ($000) $1,167 Shares 3,958 Est. Cost $106.49 Unrealized +138.4%
CVX CHEVRON CORP NEW COM 0.8%
Value ($000) $1,128 Shares 7,875 Est. Cost $102.70 Unrealized +33.4%
VZ VERIZON COMMUNICATIONS INC COM 0.8%
Value ($000) $1,110 Shares 25,649 Est. Cost $39.43 Unrealized +6.0%
NVS NOVARTIS AG SPONSORED ADR 0.8%
Value ($000) $1,084 Shares 8,958 Est. Cost $97.64 Unrealized
MDT MEDTRONIC PLC SHS 0.8%
Value ($000) $1,072 Shares 12,303 Est. Cost $83.75 Unrealized -0.3%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.8%
Value ($000) $1,070 Shares 11,604 Est. Cost $90.48 Unrealized
ETN EATON CORP PLC SHS 0.8%
Value ($000) $1,066 Shares 2,986 Est. Cost $347.11 Unrealized -11.6%
SO SOUTHERN CO COM 0.7%
Value ($000) $1,041 Shares 11,340 Est. Cost $71.37 Unrealized +23.3%
QUS SPDR MSCI USA STRATEGICFACTORS ETF 0.7%
Value ($000) $995 Shares 6,103 Est. Cost $155.22 Unrealized
MPC MARATHON PETE CORP COM 0.7%
Value ($000) $951 Shares 5,724 Est. Cost $148.82 Unrealized -0.6%
PFE PFIZER INC COM 0.7%
Value ($000) $927 Shares 38,236 Est. Cost $23.83 Unrealized -6.2%
ARCC ARES CAPITAL CORP COM 0.6%
Value ($000) $913 Shares 41,586 Est. Cost $19.41 Unrealized +2.9%
WMB WILLIAMS COS INC COM 0.6%
Value ($000) $903 Shares 14,376 Est. Cost $37.71 Unrealized +52.9%
JCI JOHNSON CTLS INTL PLC SHS 0.6%
Value ($000) $853 Shares 8,079 Est. Cost $79.48 Unrealized +15.4%
KMI KINDER MORGAN INC DEL COM 0.6%
Value ($000) $818 Shares 27,839 Est. Cost $24.88 Unrealized +7.6%
TORTOISE ENERGY INFRA CORP COM 0.6%
Value ($000) $812 Shares 18,510 Est. Cost $42.00 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.6%
Value ($000) $812 Shares 12,041 Est. Cost $56.59 Unrealized +15.1%
AVGO BROADCOM INC COM 0.6%
Value ($000) $811 Shares 2,941 Est. Cost $182.87 Unrealized +18.1%
HD HOME DEPOT INC COM 0.6%
Value ($000) $805 Shares 2,196 Est. Cost $343.58 Unrealized +3.6%
WMT WALMART INC COM 0.6%
Value ($000) $793 Shares 8,110 Est. Cost $56.36 Unrealized +68.1%
FHI FEDERATED HERMES INC CL B 0.6%
Value ($000) $786 Shares 17,730 Est. Cost $31.04 Unrealized +29.5%
BX BLACKSTONE INC COM 0.6%
Value ($000) $784 Shares 5,239 Est. Cost $167.54 Unrealized -19.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.6%
Value ($000) $778 Shares 1,600 Est. Cost $370.53 Unrealized +37.1%
DIS DISNEY WALT CO COM 0.6%
Value ($000) $777 Shares 6,264 Est. Cost $137.56 Unrealized -25.3%
AMZN AMAZON COM INC COM 0.5%
Value ($000) $765 Shares 3,488 Est. Cost $135.39 Unrealized +46.2%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.5%
Value ($000) $759 Shares 8,094 Est. Cost $92.37 Unrealized
NTAP NETAPP INC COM 0.5%
Value ($000) $755 Shares 7,081 Est. Cost $118.08 Unrealized -20.8%
T AT&T INC COM 0.5%
Value ($000) $750 Shares 25,922 Est. Cost $21.51 Unrealized +25.3%
GILD GILEAD SCIENCES INC COM 0.5%
Value ($000) $723 Shares 6,524 Est. Cost $73.33 Unrealized +42.3%
ORCL ORACLE CORP COM 0.5%
Value ($000) $710 Shares 3,245 Est. Cost $174.96 Unrealized -8.1%
RPM RPM INTL INC COM 0.5%
Value ($000) $703 Shares 6,397 Est. Cost $101.45 Unrealized +8.4%
POWL POWELL INDS INC COM 0.5%
Value ($000) $695 Shares 3,302 Est. Cost $266.66 Unrealized -32.3%
AZN ASTRAZENECA PLC SPONSORED ADR 0.5%
Value ($000) $695 Shares 9,944 Est. Cost $59.47 Unrealized
INVH INVITATION HOMES INC COM 0.5%
Value ($000) $685 Shares 20,881 Est. Cost $31.90 Unrealized +2.2%
LNC LINCOLN NATL CORP IND COM 0.5%
Value ($000) $680 Shares 19,645 Est. Cost $24.89 Unrealized +26.7%
IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF 0.5%
Value ($000) $670 Shares 14,740 Est. Cost $44.43 Unrealized
PEP PEPSICO INC COM 0.5%
Value ($000) $667 Shares 5,053 Est. Cost $150.89 Unrealized -13.2%
STWD STARWOOD PPTY TR INC COM 0.5%
Value ($000) $665 Shares 33,115 Est. Cost $18.96 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.5%
Value ($000) $653 Shares 14,109 Est. Cost $48.29 Unrealized -2.3%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.5%
Value ($000) $645 Shares 26,476 Est. Cost $24.74 Unrealized
ADC AGREE RLTY CORP COM 0.5%
Value ($000) $639 Shares 8,739 Est. Cost $70.73 Unrealized
GLW CORNING INC COM 0.4%
Value ($000) $634 Shares 12,063 Est. Cost $33.51 Unrealized +38.2%
TRV TRAVELERS COMPANIES INC COM 0.4%
Value ($000) $633 Shares 2,365 Est. Cost $245.05 Unrealized +6.4%
PGX INVESCO PREFERRED ETF 0.4%
Value ($000) $628 Shares 56,400 Est. Cost $11.53 Unrealized
RENAISSANCERE HLDGS LTD 5.750 PFD F 0.4%
Value ($000) $617 Shares 29,098 Est. Cost $22.41 Unrealized
TPR TAPESTRY INC COM 0.4%
Value ($000) $613 Shares 6,985 Est. Cost $41.01 Unrealized +82.7%
LNG CHENIERE ENERGY INC COM NEW 0.4%
Value ($000) $601 Shares 2,468 Est. Cost $203.28 Unrealized +13.9%
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $589 Shares 5,462 Est. Cost $112.36 Unrealized -7.0%
HTGC HERCULES CAPITAL INC COM 0.4%
Value ($000) $573 Shares 31,345 Est. Cost $16.96 Unrealized +4.5%
CAH CARDINAL HEALTH INC COM 0.4%
Value ($000) $560 Shares 3,334 Est. Cost $115.91 Unrealized +26.9%
LEA LEAR CORP COM NEW 0.4%
Value ($000) $554 Shares 5,832 Est. Cost $92.84 Unrealized -7.2%
TFLR T. ROWE PRICE FLOATING RATE ETF 0.4%
Value ($000) $535 Shares 10,412 Est. Cost $51.43 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.4%
Value ($000) $527 Shares 6,264 Est. Cost $68.43 Unrealized +15.3%
MELI MERCADOLIBRE INC COM 0.4%
Value ($000) $518 Shares 198 Est. Cost $1947.25 Unrealized +19.9%
RITM RITHM CAPITAL CORP COM NEW 0.4%
Value ($000) $514 Shares 45,549 Est. Cost $10.90 Unrealized
ALLSTATE CORP 4.75 DP SH PF I 0.4%
Value ($000) $511 Shares 26,784 Est. Cost $20.26 Unrealized
D DOMINION ENERGY INC COM 0.4%
Value ($000) $509 Shares 9,002 Est. Cost $54.02 Unrealized -1.6%
DRH DIAMONDROCK HOSPITALITY CO COM 0.4%
Value ($000) $507 Shares 66,190 Est. Cost $9.59 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.4%
Value ($000) $499 Shares 2,440 Est. Cost $169.25 Unrealized +9.7%
PUBLIC STORAGE OPER CO 4.125 DP SH PF M 0.4%
Value ($000) $498 Shares 30,062 Est. Cost $17.83 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $498 Shares 2,826 Est. Cost $174.45 Unrealized -6.4%
RL RALPH LAUREN CORP CL A 0.3%
Value ($000) $491 Shares 1,789 Est. Cost $95.39 Unrealized +157.2%
KMB KIMBERLY-CLARK CORP COM 0.3%
Value ($000) $473 Shares 3,668 Est. Cost $115.83 Unrealized +13.7%
OKE ONEOK INC NEW COM 0.3%
Value ($000) $472 Shares 5,782 Est. Cost $68.57 Unrealized +17.7%
ABT ABBOTT LABS COM 0.3%
Value ($000) $469 Shares 3,449 Est. Cost $115.62 Unrealized +13.0%
DRI DARDEN RESTAURANTS INC COM 0.3%
Value ($000) $465 Shares 2,133 Est. Cost $135.61 Unrealized +50.6%
GRMN GARMIN LTD SHS 0.3%
Value ($000) $463 Shares 2,220 Est. Cost $192.45 Unrealized +1.9%
STZ CONSTELLATION BRANDS INC CL A 0.3%
Value ($000) $459 Shares 2,822 Est. Cost $209.71 Unrealized -15.8%
PNW PINNACLE WEST CAP CORP COM 0.3%
Value ($000) $449 Shares 5,017 Est. Cost $70.46 Unrealized +26.8%
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $446 Shares 7,600 Est. Cost $55.92 Unrealized +0.1%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $431 Shares 2,818 Est. Cost $150.71 Unrealized +0.1%
R RYDER SYS INC COM 0.3%
Value ($000) $429 Shares 2,696 Est. Cost $121.39 Unrealized +21.1%
GLPI GAMING & LEISURE PPTYS INC COM 0.3%
Value ($000) $426 Shares 9,121 Est. Cost $50.90 Unrealized
CUZ COUSINS PPTYS INC COM NEW 0.3%
Value ($000) $419 Shares 13,957 Est. Cost $35.10 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.3%
Value ($000) $415 Shares 13,373 Est. Cost $26.51 Unrealized
DIAMONDROCK HOSPITALITY CO 8.25 SR A PFD SH 0.3%
Value ($000) $412 Shares 16,819 Est. Cost $25.17 Unrealized
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $408 Shares 1,966 Est. Cost $165.66 Unrealized +5.2%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.3%
Value ($000) $408 Shares 4,407 Est. Cost $99.46 Unrealized
DD DUPONT DE NEMOURS INC COM 0.3%
Value ($000) $408 Shares 5,948 Est. Cost $33.33 Unrealized -18.0%
FSK FS KKR CAP CORP COM 0.3%
Value ($000) $382 Shares 18,422 Est. Cost $13.04 Unrealized +39.0%
NEWT NEWTEKONE INC COM NEW 0.3%
Value ($000) $381 Shares 33,772 Est. Cost $13.56 Unrealized -21.2%
ALEX ALEXANDER & BALDWIN INC NEW COM 0.3%
Value ($000) $378 Shares 21,213 Est. Cost $23.48 Unrealized
HASI HA SUSTAINABLE INFRA CAP INC COM 0.3%
Value ($000) $375 Shares 13,965 Est. Cost $29.06 Unrealized -14.5%
GD GENERAL DYNAMICS CORP COM 0.3%
Value ($000) $367 Shares 1,258 Est. Cost $248.62 Unrealized +9.6%
SYY SYSCO CORP COM 0.3%
Value ($000) $362 Shares 4,778 Est. Cost $71.99 Unrealized -1.2%
CFG CITIZENS FINL GROUP INC COM 0.3%
Value ($000) $357 Shares 7,980 Est. Cost $27.03 Unrealized +42.6%
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $350 Shares 1,242 Est. Cost $263.70 Unrealized +1.7%
XRAY DENTSPLY SIRONA INC COM 0.2%
Value ($000) $348 Shares 21,914 Est. Cost $14.96 Unrealized 0.0%
EMBD GLOBAL X EMERGING MARKETS BOND ETF 0.2%
Value ($000) $345 Shares 14,774 Est. Cost $22.59 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.2%
Value ($000) $337 Shares 5,496 Est. Cost $66.40 Unrealized
HAS HASBRO INC COM 0.2%
Value ($000) $323 Shares 4,369 Est. Cost $61.36 Unrealized +0.4%
SKT TANGER INC COM 0.2%
Value ($000) $317 Shares 10,359 Est. Cost $18.85 Unrealized
PFFD GLOBAL X U.S. PREFERRED ETF 0.2%
Value ($000) $315 Shares 16,732 Est. Cost $19.26 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.2%
Value ($000) $313 Shares 3,775 Est. Cost $82.09 Unrealized
MNRO MONRO INC COM 0.2%
Value ($000) $309 Shares 20,700 Est. Cost $14.41 Unrealized 0.0%
MGA MAGNA INTL INC COM 0.2%
Value ($000) $308 Shares 7,983 Est. Cost $43.49 Unrealized -20.2%
SAPIENS INTL CORP N V SHS 0.2%
Value ($000) $307 Shares 10,480 Est. Cost $26.87 Unrealized
MORGAN STANLEY PFD A 1/1000 0.2%
Value ($000) $302 Shares 14,140 Est. Cost $23.80 Unrealized
SMMD ISHARES RUSSELL 2500 ETF 0.2%
Value ($000) $296 Shares 4,361 Est. Cost $67.63 Unrealized
SHYD VANECK SHORT HIGH YIELD MUNI ETF 0.2%
Value ($000) $292 Shares 12,920 Est. Cost $22.48 Unrealized
UTL UNITIL CORP COM 0.2%
Value ($000) $284 Shares 5,448 Est. Cost $49.18 Unrealized +12.7%
GLD SPDR GOLD SHARES 0.2%
Value ($000) $277 Shares 909 Est. Cost $247.10 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $275 Shares 678 Est. Cost $580.03 Unrealized -28.1%
TFC TRUIST FINL CORP COM 0.2%
Value ($000) $274 Shares 6,368 Est. Cost $42.15 Unrealized -9.8%
MGNI MAGNITE INC COM 0.2%
Value ($000) $271 Shares 11,234 Est. Cost $14.75 Unrealized -0.1%
IIPR INNOVATIVE INDL PPTYS INC COM 0.2%
Value ($000) $268 Shares 4,854 Est. Cost $66.64 Unrealized
BBY BEST BUY INC COM 0.2%
Value ($000) $259 Shares 3,858 Est. Cost $64.33 Unrealized +1.7%
AJG GALLAGHER ARTHUR J & CO COM 0.2%
Value ($000) $259 Shares 808 Est. Cost $236.41 Unrealized +38.6%
FCPT FOUR CORNERS PPTY TR INC COM 0.2%
Value ($000) $254 Shares 9,429 Est. Cost $27.14 Unrealized
BNS BANK NOVA SCOTIA HALIFAX COM 0.2%
Value ($000) $252 Shares 4,557 Est. Cost $45.61 Unrealized +10.0%
GPK GRAPHIC PACKAGING HLDG CO COM 0.2%
Value ($000) $249 Shares 11,833 Est. Cost $20.71 Unrealized +11.6%
VFC V F CORP COM 0.2%
Value ($000) $244 Shares 20,731 Est. Cost $15.36 Unrealized -19.3%
BKLN INVESCO SENIOR LOAN ETF 0.2%
Value ($000) $243 Shares 11,592 Est. Cost $21.07 Unrealized
FOUR SHIFT4 PMTS INC CL A 0.2%
Value ($000) $231 Shares 2,333 Est. Cost $99.28 Unrealized -12.2%
HRB BLOCK H & R INC COM 0.2%
Value ($000) $227 Shares 4,126 Est. Cost $42.28 Unrealized +33.5%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $223 Shares 3,212 Est. Cost $55.37 Unrealized +9.0%
HQY HEALTHEQUITY INC COM 0.2%
Value ($000) $219 Shares 2,090 Est. Cost $93.74 Unrealized +1.1%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $211 Shares 685 Est. Cost $219.20 Unrealized +37.9%
DKS DICKS SPORTING GOODS INC COM 0.1%
Value ($000) $209 Shares 1,056 Est. Cost $117.36 Unrealized +55.3%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $209 Shares 7,878 Est. Cost $41.73 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.1%
Value ($000) $204 Shares 2,502 Est. Cost $79.36 Unrealized -3.5%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $204 Shares 638 Est. Cost $228.19 Unrealized +22.4%
MLR MILLER INDS INC TENN COM NEW 0.1%
Value ($000) $202 Shares 4,542 Est. Cost $28.69 Unrealized +49.5%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $200 Shares 2,695 Est. Cost $83.76 Unrealized -18.4%
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.1%
Value ($000) $196 Shares 4,019 Est. Cost $50.81 Unrealized -21.6%
TFI SPDR NUVEEN ICE MUNICIPAL BOND ETF 0.1%
Value ($000) $193 Shares 4,326 Est. Cost $45.62 Unrealized
RNR RENAISSANCERE HLDGS LTD COM 0.1%
Value ($000) $192 Shares 789 Est. Cost $268.57 Unrealized -9.8%
VLO VALERO ENERGY CORP COM 0.1%
Value ($000) $185 Shares 1,376 Est. Cost $83.85 Unrealized +45.8%
TSLA TESLA INC COM 0.1%
Value ($000) $183 Shares 575 Est. Cost $321.74 Unrealized -6.4%
COMPASS DIVERSIFIED 7.250 PFD SER A 0.1%
Value ($000) $182 Shares 10,907 Est. Cost $23.25 Unrealized
CFR CULLEN FROST BANKERS INC COM 0.1%
Value ($000) $181 Shares 1,406 Est. Cost $99.43 Unrealized +20.4%
V VISA INC COM CL A 0.1%
Value ($000) $179 Shares 503 Est. Cost $320.29 Unrealized +8.3%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $178 Shares 2,579 Est. Cost $77.52 Unrealized -17.2%
ENB ENBRIDGE INC COM 0.1%
Value ($000) $175 Shares 3,855 Est. Cost $39.60 Unrealized +10.6%
SAM BOSTON BEER INC CL A 0.1%
Value ($000) $174 Shares 912 Est. Cost $293.66 Unrealized -21.6%
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $171 Shares 1,388 Est. Cost $118.55 Unrealized -21.4%
CIEN CIENA CORP COM NEW 0.1%
Value ($000) $171 Shares 2,102 Est. Cost $47.82 Unrealized +50.0%
MRVL MARVELL TECHNOLOGY INC COM 0.1%
Value ($000) $170 Shares 2,195 Est. Cost $93.67 Unrealized -33.5%
ALGM ALLEGRO MICROSYSTEMS INC COM 0.1%
Value ($000) $169 Shares 4,944 Est. Cost $24.94 Unrealized -0.1%
MKSI MKS INSTRS INC COM 0.1%
Value ($000) $169 Shares 1,700 Est. Cost $111.40 Unrealized -27.4%
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $167 Shares 1,054 Est. Cost $126.93 Unrealized -0.9%
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $166 Shares 1,780 Est. Cost $71.99 Unrealized +14.4%
ENTG ENTEGRIS INC COM 0.1%
Value ($000) $165 Shares 2,043 Est. Cost $96.52 Unrealized -21.5%
EXPE EXPEDIA GROUP INC COM NEW 0.1%
Value ($000) $161 Shares 955 Est. Cost $171.26 Unrealized -5.8%
AMKR AMKOR TECHNOLOGY INC COM 0.1%
Value ($000) $160 Shares 7,616 Est. Cost $27.99 Unrealized -34.6%
AVDE AVANTIS INTERNATIONAL EQUITY ETF 0.1%
Value ($000) $159 Shares 2,147 Est. Cost $62.06 Unrealized
COCO VITA COCO CO INC COM 0.1%
Value ($000) $158 Shares 4,380 Est. Cost $33.31 Unrealized +0.3%
CELH CELSIUS HLDGS INC COM NEW 0.1%
Value ($000) $157 Shares 3,391 Est. Cost $27.71 Unrealized +39.0%
GUESS INC COM 0.1%
Value ($000) $156 Shares 12,927 Est. Cost $21.15 Unrealized
FDX FEDEX CORP COM 0.1%
Value ($000) $154 Shares 676 Est. Cost $271.54 Unrealized -20.7%
LLY ELI LILLY & CO COM 0.1%
Value ($000) $153 Shares 196 Est. Cost $795.34 Unrealized -2.8%
COHR COHERENT CORP COM 0.1%
Value ($000) $153 Shares 1,716 Est. Cost $99.68 Unrealized -27.8%
KR KROGER CO COM 0.1%
Value ($000) $153 Shares 2,128 Est. Cost $52.03 Unrealized +31.1%
FLNG FLEX LNG LTD SHS 0.1%
Value ($000) $151 Shares 6,873 Est. Cost $20.47 Unrealized +3.5%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $150 Shares 819 Est. Cost $211.31 Unrealized -25.5%
TGTX TG THERAPEUTICS INC COM 0.1%
Value ($000) $147 Shares 4,095 Est. Cost $28.70 Unrealized +29.7%
HXL HEXCEL CORP NEW COM 0.1%
Value ($000) $147 Shares 2,599 Est. Cost $66.14 Unrealized -20.1%
CPRT COPART INC COM 0.1%
Value ($000) $144 Shares 2,944 Est. Cost $54.67 Unrealized +2.4%
DOV DOVER CORP COM 0.1%
Value ($000) $144 Shares 788 Est. Cost $175.85 Unrealized -1.8%
LRCX LAM RESEARCH CORP COM NEW 0.1%
Value ($000) $144 Shares 1,477 Est. Cost $78.84 Unrealized +0.0%
LEN LENNAR CORP CL A 0.1%
Value ($000) $138 Shares 1,244 Est. Cost $149.86 Unrealized -28.4%
FANG DIAMONDBACK ENERGY INC COM 0.1%
Value ($000) $136 Shares 987 Est. Cost $169.34 Unrealized -19.6%
TWLO TWILIO INC CL A 0.1%
Value ($000) $135 Shares 1,089 Est. Cost $91.39 Unrealized +16.3%
PINS PINTEREST INC CL A 0.1%
Value ($000) $133 Shares 3,715 Est. Cost $31.53 Unrealized -3.8%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $131 Shares 2,720 Est. Cost $42.59 Unrealized
NSRGY NESTLE S A SPONSORED ADR 0.1%
Value ($000) $131 Shares 1,319 Est. Cost $102.23 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.1%
Value ($000) $130 Shares 1,770 Est. Cost $70.25 Unrealized +5.7%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $129 Shares 811 Est. Cost $157.20 Unrealized +2.3%
QTWO Q2 HLDGS INC COM 0.1%
Value ($000) $128 Shares 1,369 Est. Cost $94.75 Unrealized -11.0%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.1%
Value ($000) $128 Shares 1,547 Est. Cost $79.31 Unrealized -0.9%
BSET BASSETT FURNITURE INDS INC COM 0.1%
Value ($000) $127 Shares 8,362 Est. Cost $14.12 Unrealized +12.0%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $127 Shares 1,221 Est. Cost $82.62 Unrealized +23.4%
RRX REGAL REXNORD CORPORATION COM 0.1%
Value ($000) $126 Shares 869 Est. Cost $150.92 Unrealized -16.9%
ADBE ADOBE INC COM 0.1%
Value ($000) $125 Shares 324 Est. Cost $389.39 Unrealized -1.0%
GPN GLOBAL PMTS INC COM 0.1%
Value ($000) $125 Shares 1,562 Est. Cost $107.88 Unrealized -27.3%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $124 Shares 929 Est. Cost $107.47 Unrealized +5.7%
FTS FORTIS INC COM 0.1%
Value ($000) $122 Shares 2,556 Est. Cost $38.24 Unrealized +21.8%
COMP COMPASS INC CL A 0.1%
Value ($000) $122 Shares 19,367 Est. Cost $6.33 Unrealized +8.1%
EEFT EURONET WORLDWIDE INC COM 0.1%
Value ($000) $119 Shares 1,174 Est. Cost $106.50 Unrealized -2.9%
CNI CANADIAN NATL RY CO COM 0.1%
Value ($000) $118 Shares 1,138 Est. Cost $121.07 Unrealized -16.9%
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $117 Shares 220 Est. Cost $526.39 Unrealized -6.9%
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $117 Shares 493 Est. Cost $207.91 Unrealized -0.9%
LNTH LANTHEUS HLDGS INC COM 0.1%
Value ($000) $117 Shares 1,425 Est. Cost $97.35 Unrealized -9.8%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.1%
Value ($000) $116 Shares 377 Est. Cost $341.59 Unrealized -20.5%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $116 Shares 251 Est. Cost $425.89 Unrealized +7.8%
NBIX NEUROCRINE BIOSCIENCES INC COM 0.1%
Value ($000) $116 Shares 924 Est. Cost $123.68 Unrealized -7.3%
NFLX NETFLIX INC COM 0.1%
Value ($000) $115 Shares 85 Est. Cost $76.59 Unrealized +47.6%
TOST TOAST INC CL A 0.1%
Value ($000) $112 Shares 2,536 Est. Cost $31.31 Unrealized +25.5%
CP CANADIAN PACIFIC KANSAS CITY COM 0.1%
Value ($000) $112 Shares 1,410 Est. Cost $76.42 Unrealized +0.2%
UTHR UNITED THERAPEUTICS CORP DEL COM 0.1%
Value ($000) $111 Shares 386 Est. Cost $367.24 Unrealized -18.6%
SSNLF SAMSUNG ELECTRONICS CO LTD ORD 0.1%
Value ($000) $111 Shares 2,500 Est. Cost $40.60 Unrealized 0.0%
JAMES HARDIE INDS PLC SPONSORED ADR 0.1%
Value ($000) $110 Shares 4,106 Est. Cost $23.96 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.1%
Value ($000) $110 Shares 1,563 Est. Cost $72.71 Unrealized -25.9%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $109 Shares 1,193 Est. Cost $75.52 Unrealized +11.2%
NXT NEXTRACKER INC CLASS A COM 0.1%
Value ($000) $109 Shares 1,999 Est. Cost $50.16 Unrealized 0.0%
SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF 0.1%
Value ($000) $109 Shares 4,772 Est. Cost $33.09 Unrealized
AZEK CO INC CL A 0.1%
Value ($000) $108 Shares 1,993 Est. Cost $47.47 Unrealized
FAST FASTENAL CO COM 0.1%
Value ($000) $104 Shares 2,480 Est. Cost $36.43 Unrealized +10.1%
GNRC GENERAC HLDGS INC COM 0.1%
Value ($000) $104 Shares 727 Est. Cost $136.26 Unrealized -10.5%
UCTT ULTRA CLEAN HLDGS INC COM 0.1%
Value ($000) $104 Shares 987 Est. Cost $34.77 Unrealized -41.0%
TOWN TOWNEBANK PORTSMOUTH VA COM 0.1%
Value ($000) $102 Shares 2,993 Est. Cost $33.36 Unrealized 0.0%
BXP BXP INC COM 0.1%
Value ($000) $102 Shares 1,507 Est. Cost $56.22 Unrealized +14.6%
VVV VALVOLINE INC COM 0.1%
Value ($000) $100 Shares 2,651 Est. Cost $40.15 Unrealized -12.9%
EBC EASTERN BANKSHARES INC COM 0.1%
Value ($000) $100 Shares 6,536 Est. Cost $15.40 Unrealized -4.5%
JMUB JPMORGAN MUNICIPAL ETF 0.1%
Value ($000) $100 Shares 2,010 Est. Cost $50.04 Unrealized
KDP KEURIG DR PEPPER INC COM 0.1%
Value ($000) $100 Shares 3,017 Est. Cost $32.51 Unrealized +1.6%
ETR ENTERGY CORP NEW COM 0.1%
Value ($000) $100 Shares 1,200 Est. Cost $69.96 Unrealized +16.2%
EQR EQUITY RESIDENTIAL SH BEN INT 0.1%
Value ($000) $98 Shares 1,451 Est. Cost $66.62 Unrealized 0.0%
MTX MINERALS TECHNOLOGIES INC COM 0.1%
Value ($000) $97 Shares 1,766 Est. Cost $77.87 Unrealized -28.1%
TER TERADYNE INC COM 0.1%
Value ($000) $96 Shares 1,073 Est. Cost $123.69 Unrealized -35.6%
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $95 Shares 287 Est. Cost $262.45 Unrealized +7.5%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.1%
Value ($000) $95 Shares 799 Est. Cost $115.79 Unrealized
HDSN HUDSON TECHNOLOGIES INC COM 0.1%
Value ($000) $95 Shares 11,705 Est. Cost $4.80 Unrealized +42.8%
HIG HARTFORD FINL SVCS GROUP INC COM 0.1%
Value ($000) $95 Shares 745 Est. Cost $100.32 Unrealized +22.5%
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value ($000) $92 Shares 163 Est. Cost $533.24 Unrealized +5.4%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $92 Shares 1,011 Est. Cost $90.21 Unrealized -0.2%
NTGR NETGEAR INC COM 0.1%
Value ($000) $91 Shares 3,132 Est. Cost $26.86 Unrealized 0.0%
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $90 Shares 349 Est. Cost $177.15 Unrealized +23.4%
PUBLIC STORAGE OPER CO 3.875 DEP PFD N 0.1%
Value ($000) $90 Shares 5,880 Est. Cost $16.69 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $87 Shares 614 Est. Cost $152.76 Unrealized -28.7%
TEX TEREX CORP NEW COM 0.1%
Value ($000) $86 Shares 1,850 Est. Cost $59.32 Unrealized -29.5%
CODI COMPASS DIVERSIFIED SH BEN INT 0.1%
Value ($000) $86 Shares 13,717 Est. Cost $21.81 Unrealized -49.2%
META META PLATFORMS INC CL A 0.1%
Value ($000) $85 Shares 115 Est. Cost $587.18 Unrealized +5.0%
PDFS PDF SOLUTIONS INC COM 0.1%
Value ($000) $84 Shares 3,922 Est. Cost $24.54 Unrealized -22.9%
CNK CINEMARK HLDGS INC COM 0.1%
Value ($000) $84 Shares 2,767 Est. Cost $30.55 Unrealized -1.8%
AZZ AZZ INC COM 0.1%
Value ($000) $83 Shares 883 Est. Cost $77.43 Unrealized +13.3%
IDA IDACORP INC COM 0.1%
Value ($000) $83 Shares 720 Est. Cost $94.38 Unrealized +22.7%
PSMT PRICESMART INC COM 0.1%
Value ($000) $82 Shares 782 Est. Cost $81.00 Unrealized +23.3%
TCMD TACTILE SYS TECHNOLOGY INC COM 0.1%
Value ($000) $81 Shares 8,001 Est. Cost $15.28 Unrealized -25.2%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $81 Shares 181 Est. Cost $463.60 Unrealized -0.6%
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR 0.1%
Value ($000) $79 Shares 3,109 Est. Cost $18.09 Unrealized
TTD THE TRADE DESK INC COM CL A 0.1%
Value ($000) $79 Shares 1,094 Est. Cost $120.74 Unrealized -47.1%
SLB SCHLUMBERGER LTD COM STK 0.1%
Value ($000) $79 Shares 2,328 Est. Cost $45.67 Unrealized -25.7%
CGNX COGNEX CORP COM 0.1%
Value ($000) $78 Shares 2,471 Est. Cost $34.84 Unrealized -18.2%
MTB M & T BK CORP COM 0.1%
Value ($000) $78 Shares 400 Est. Cost $138.95 Unrealized +24.4%
AMGN AMGEN INC COM 0.1%
Value ($000) $78 Shares 277 Est. Cost $279.32 Unrealized -0.6%
OKTA OKTA INC CL A 0.1%
Value ($000) $76 Shares 764 Est. Cost $106.80 Unrealized 0.0%
EPAM EPAM SYS INC COM 0.1%
Value ($000) $76 Shares 429 Est. Cost $222.46 Unrealized -24.9%
AA ALCOA CORP COM 0.1%
Value ($000) $75 Shares 2,557 Est. Cost $40.99 Unrealized -34.6%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $75 Shares 240 Est. Cost $552.89 Unrealized -32.2%
TARS TARSUS PHARMACEUTICALS INC COM 0.1%
Value ($000) $74 Shares 1,835 Est. Cost $45.00 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $71 Shares 322 Est. Cost $209.44 Unrealized +0.4%
ITIC INVESTORS TITLE CO NC COM 0.1%
Value ($000) $71 Shares 336 Est. Cost $224.35 Unrealized 0.0%
BOOT BOOT BARN HLDGS INC COM 0.1%
Value ($000) $71 Shares 465 Est. Cost $113.46 Unrealized +17.0%
CRUS CIRRUS LOGIC INC COM 0.0%
Value ($000) $69 Shares 665 Est. Cost $105.77 Unrealized -7.4%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $68 Shares 1,018 Est. Cost $60.06 Unrealized -7.9%
OMCL OMNICELL COM COM 0.0%
Value ($000) $68 Shares 2,305 Est. Cost $44.55 Unrealized -32.9%
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 0.0%
Value ($000) $67 Shares 2,097 Est. Cost $41.11 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $67 Shares 118 Est. Cost $524.41 Unrealized
MRGR PROSHARES MERGER ETF 0.0%
Value ($000) $67 Shares 1,594 Est. Cost $41.69 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.0%
Value ($000) $67 Shares 1,312 Est. Cost $50.82 Unrealized
MRK MERCK & CO INC COM 0.0%
Value ($000) $67 Shares 842 Est. Cost $98.70 Unrealized -21.6%
SDZNY SANDOZ GROUP AG SPONSORED ADS 0.0%
Value ($000) $66 Shares 1,209 Est. Cost $36.20 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $66 Shares 826 Est. Cost $78.01 Unrealized
PODD INSULET CORP COM 0.0%
Value ($000) $65 Shares 207 Est. Cost $251.84 Unrealized +14.6%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $64 Shares 698 Est. Cost $89.21 Unrealized -4.5%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $63 Shares 124 Est. Cost $343.67 Unrealized +26.2%
EQIX EQUINIX INC COM 0.0%
Value ($000) $63 Shares 79 Est. Cost $897.54 Unrealized -6.9%
TBUX T. ROWE PRICE ULTRA SHORT-TERM BOND ETF 0.0%
Value ($000) $61 Shares 1,228 Est. Cost $49.58 Unrealized
BJRI BJS RESTAURANTS INC COM 0.0%
Value ($000) $61 Shares 1,368 Est. Cost $35.44 Unrealized +11.4%
FWRG FIRST WATCH RESTAURANT GROUP I COM 0.0%
Value ($000) $61 Shares 3,794 Est. Cost $16.79 Unrealized 0.0%
LKQ LKQ CORP COM 0.0%
Value ($000) $61 Shares 1,643 Est. Cost $41.93 Unrealized -7.1%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $60 Shares 1,178 Est. Cost $52.46 Unrealized -24.0%
OGS ONE GAS INC COM 0.0%
Value ($000) $60 Shares 832 Est. Cost $72.98 Unrealized +2.9%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $59 Shares 6,736 Est. Cost $7.25 Unrealized 0.0%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $58 Shares 325 Est. Cost $175.44 Unrealized -6.0%
ESS ESSEX PPTY TR INC COM 0.0%
Value ($000) $57 Shares 200 Est. Cost $241.02 Unrealized +13.3%
AX AXOS FINANCIAL INC COM 0.0%
Value ($000) $56 Shares 740 Est. Cost $54.39 Unrealized +24.3%
IDCC INTERDIGITAL INC COM 0.0%
Value ($000) $56 Shares 249 Est. Cost $106.87 Unrealized +98.2%
STT STATE STR CORP COM 0.0%
Value ($000) $55 Shares 519 Est. Cost $70.53 Unrealized +28.4%
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $55 Shares 481 Est. Cost $120.50 Unrealized -13.9%
KO COCA COLA CO COM 0.0%
Value ($000) $53 Shares 755 Est. Cost $59.07 Unrealized +18.2%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $52 Shares 148 Est. Cost $308.67 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $52 Shares 583 Est. Cost $84.24 Unrealized
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 0.0%
Value ($000) $52 Shares 1,899 Est. Cost $24.67 Unrealized
NUVEEN MASSACHUSETS QLT MUN FD COM 0.0%
Value ($000) $50 Shares 4,252 Est. Cost $11.73 Unrealized
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $50 Shares 551 Est. Cost $78.46 Unrealized
BLFS BIOLIFE SOLUTIONS INC COM NEW 0.0%
Value ($000) $49 Shares 2,291 Est. Cost $24.88 Unrealized -9.4%
CHWY CHEWY INC CL A 0.0%
Value ($000) $49 Shares 1,151 Est. Cost $19.04 Unrealized +109.2%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $49 Shares 330 Est. Cost $133.30 Unrealized +8.2%
IAC IAC INC COM NEW 0.0%
Value ($000) $49 Shares 1,307 Est. Cost $39.97 Unrealized -9.6%
AIVL WISDOMTREE U.S. AI ENHANCED VALUE FUND 0.0%
Value ($000) $49 Shares 430 Est. Cost $106.52 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $48 Shares 205 Est. Cost $183.79 Unrealized +8.6%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $48 Shares 1,028 Est. Cost $45.34 Unrealized
ALLSTATE CORP 7.375 DEP PFD J 0.0%
Value ($000) $48 Shares 1,825 Est. Cost $26.82 Unrealized
PR PERMIAN RESOURCES CORP CLASS A COM 0.0%
Value ($000) $47 Shares 3,478 Est. Cost $14.49 Unrealized -11.3%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $47 Shares 398 Est. Cost $108.79 Unrealized +6.1%
UNM UNUM GROUP COM 0.0%
Value ($000) $47 Shares 581 Est. Cost $52.11 Unrealized +51.6%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $47 Shares 427 Est. Cost $107.12 Unrealized
RNR 4.2 PERP G RENAISSANCERE HLDGS LTD 4.20 DEP PFD G 0.0%
Value ($000) $47 Shares 3,000 Est. Cost $16.58 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $46 Shares 74 Est. Cost $572.45 Unrealized
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $45 Shares 2,923 Est. Cost $16.36 Unrealized -13.3%
GEV GE VERNOVA INC COM 0.0%
Value ($000) $44 Shares 84 Est. Cost $311.89 Unrealized +33.4%
INTC INTEL CORP COM 0.0%
Value ($000) $44 Shares 1,983 Est. Cost $32.20 Unrealized -35.7%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $44 Shares 708 Est. Cost $43.93 Unrealized
HYD VANECK HIGH YIELD MUNI ETF 0.0%
Value ($000) $43 Shares 862 Est. Cost $51.91 Unrealized
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $43 Shares 106 Est. Cost $333.15 Unrealized
SHO SUNSTONE HOTEL INVS INC NEW COM 0.0%
Value ($000) $43 Shares 4,957 Est. Cost $10.54 Unrealized
ARIS WATER SOLUTIONS INC CLASS A COM 0.0%
Value ($000) $43 Shares 1,807 Est. Cost $23.95 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $43 Shares 216 Est. Cost $250.27 Unrealized -22.9%
ABCB AMERIS BANCORP COM 0.0%
Value ($000) $42 Shares 653 Est. Cost $64.59 Unrealized -9.1%
AMCOR PLC ORD 0.0%
Value ($000) $42 Shares 4,547 Est. Cost $9.15 Unrealized 0.0%
O REALTY INCOME CORP COM 0.0%
Value ($000) $41 Shares 720 Est. Cost $48.64 Unrealized +12.0%
JPMORGAN CHASE & CO. 6 DEP NCM PFD EE 0.0%
Value ($000) $41 Shares 1,645 Est. Cost $25.29 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $41 Shares 45 Est. Cost $730.14 Unrealized +2.5%
VNO VORNADO RLTY TR SH BEN INT 0.0%
Value ($000) $40 Shares 1,054 Est. Cost $36.96 Unrealized
THG HANOVER INS GROUP INC COM 0.0%
Value ($000) $40 Shares 234 Est. Cost $125.66 Unrealized +31.0%
FTI TECHNIPFMC PLC COM 0.0%
Value ($000) $40 Shares 1,151 Est. Cost $28.73 Unrealized +4.6%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $39 Shares 1,399 Est. Cost $23.40 Unrealized -8.6%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $39 Shares 800 Est. Cost $45.56 Unrealized +6.4%
EMBJ EMBRAER S.A. SPONSORED ADS 0.0%
Value ($000) $39 Shares 685 Est. Cost $36.86 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $38 Shares 500 Est. Cost $69.77 Unrealized +5.2%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $38 Shares 283 Est. Cost $123.07 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $37 Shares 2,089 Est. Cost $20.16 Unrealized -15.7%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $36 Shares 92 Est. Cost $242.25 Unrealized +36.6%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $35 Shares 136 Est. Cost $226.37 Unrealized +3.0%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $34 Shares 642 Est. Cost $51.68 Unrealized
VITL VITAL FARMS INC COM 0.0%
Value ($000) $34 Shares 888 Est. Cost $35.56 Unrealized -5.1%
CBT CABOT CORP COM 0.0%
Value ($000) $34 Shares 451 Est. Cost $93.58 Unrealized -19.6%
SMR NUSCALE PWR CORP CL A COM 0.0%
Value ($000) $34 Shares 850 Est. Cost $25.09 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $34 Shares 458 Est. Cost $73.60 Unrealized -8.5%
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $33 Shares 545 Est. Cost $6.29 Unrealized -0.9%
OFG OFG BANCORP COM 0.0%
Value ($000) $33 Shares 765 Est. Cost $43.07 Unrealized -7.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $33 Shares 107 Est. Cost $268.38 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $32 Shares 185 Est. Cost $214.94 Unrealized -19.6%
HEIDRICK & STRUGGLES INTL INC COM 0.0%
Value ($000) $31 Shares 680 Est. Cost $31.58 Unrealized
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.0%
Value ($000) $31 Shares 1,165 Est. Cost $26.15 Unrealized
PGNY PROGYNY INC COM 0.0%
Value ($000) $31 Shares 1,398 Est. Cost $15.52 Unrealized +41.3%
BTCO INVESCO GALAXY BITCOIN ETF 0.0%
Value ($000) $31 Shares 285 Est. Cost $93.31 Unrealized
CRM SALESFORCE INC COM 0.0%
Value ($000) $30 Shares 109 Est. Cost $316.76 Unrealized -16.0%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $30 Shares 305 Est. Cost $95.47 Unrealized
BANK AMERICA CORP DP SH NCUM NN 0.0%
Value ($000) $29 Shares 1,640 Est. Cost $19.42 Unrealized
GSHD GOOSEHEAD INS INC COM CL A 0.0%
Value ($000) $29 Shares 275 Est. Cost $109.18 Unrealized -3.0%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $29 Shares 591 Est. Cost $48.16 Unrealized
INVX INNOVEX INTERNATIONAL INC COM 0.0%
Value ($000) $29 Shares 1,842 Est. Cost $15.85 Unrealized -3.0%
OLED UNIVERSAL DISPLAY CORP COM 0.0%
Value ($000) $29 Shares 186 Est. Cost $175.37 Unrealized -20.9%
SHM SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF 0.0%
Value ($000) $29 Shares 600 Est. Cost $47.39 Unrealized
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $29 Shares 259 Est. Cost $85.32 Unrealized +16.5%
LIN LINDE PLC SHS 0.0%
Value ($000) $29 Shares 60 Est. Cost $449.85 Unrealized +0.5%
CNMD CONMED CORP COM 0.0%
Value ($000) $28 Shares 537 Est. Cost $71.59 Unrealized -23.9%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $28 Shares 503 Est. Cost $82.28 Unrealized -28.4%
HTH HILLTOP HOLDINGS INC COM 0.0%
Value ($000) $28 Shares 909 Est. Cost $30.39 Unrealized -2.4%
PERSHING SQUARE TONTINE HOLDINGS LTD CALL WTS/PROD OPEN() 0.0%
Value ($000) $27 Shares 1,972 Est. Cost $13.94 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $27 Shares 404 Est. Cost $81.94 Unrealized -29.0%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $27 Shares 440 Est. Cost $61.21 Unrealized
HBB HAMILTON BEACH BRANDS HLDG CO COM CL A 0.0%
Value ($000) $26 Shares 1,474 Est. Cost $22.39 Unrealized -22.3%
FLXS FLEXSTEEL INDS INC COM 0.0%
Value ($000) $26 Shares 731 Est. Cost $32.61 Unrealized 0.0%
COLB COLUMBIA BKG SYS INC COM 0.0%
Value ($000) $26 Shares 1,118 Est. Cost $18.63 Unrealized +20.0%
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $26 Shares 845 Est. Cost $30.73 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $25 Shares 104 Est. Cost $204.91 Unrealized +17.8%
WWW WOLVERINE WORLD WIDE INC COM 0.0%
Value ($000) $25 Shares 1,370 Est. Cost $15.01 Unrealized 0.0%
VOOV VANGUARD S&P 500 VALUE ETF 0.0%
Value ($000) $25 Shares 130 Est. Cost $184.19 Unrealized
IRMD IRADIMED CORP COM 0.0%
Value ($000) $24 Shares 405 Est. Cost $51.73 Unrealized +4.8%
MET METLIFE INC COM 0.0%
Value ($000) $23 Shares 292 Est. Cost $80.65 Unrealized -6.0%
PCRX PACIRA BIOSCIENCES INC COM 0.0%
Value ($000) $23 Shares 977 Est. Cost $23.60 Unrealized +6.8%
BRUNSWICK CORP 6.375 SR NT 49 0.0%
Value ($000) $23 Shares 960 Est. Cost $24.71 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $22 Shares 36 Est. Cost $547.42 Unrealized
WIX WIX COM LTD SHS 0.0%
Value ($000) $22 Shares 141 Est. Cost $161.06 Unrealized 0.0%
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 0.0%
Value ($000) $22 Shares 520 Est. Cost $35.48 Unrealized
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $22 Shares 850 Est. Cost $25.31 Unrealized
WERN WERNER ENTERPRISES INC COM 0.0%
Value ($000) $22 Shares 805 Est. Cost $36.55 Unrealized -25.2%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $22 Shares 21 Est. Cost $929.06 Unrealized +11.2%
JPMORGAN CHASE & CO. 4.625 DEP PFD LL 0.0%
Value ($000) $22 Shares 1,120 Est. Cost $20.83 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $21 Shares 251 Est. Cost $65.38 Unrealized +8.9%
IVLU ISHARES MSCI INTL VALUE FACTOR ETF 0.0%
Value ($000) $21 Shares 649 Est. Cost $27.11 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $21 Shares 270 Est. Cost $66.26 Unrealized +14.4%
VPG VISHAY PRECISION GROUP INC COM 0.0%
Value ($000) $21 Shares 741 Est. Cost $23.41 Unrealized +5.2%
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $21 Shares 813 Est. Cost $24.99 Unrealized
ALGT ALLEGIANT TRAVEL CO COM 0.0%
Value ($000) $21 Shares 375 Est. Cost $72.90 Unrealized -29.3%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $20 Shares 100 Est. Cost $182.55 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $20 Shares 360 Est. Cost $57.41 Unrealized
PCOR PROCORE TECHNOLOGIES INC COM 0.0%
Value ($000) $20 Shares 296 Est. Cost $70.94 Unrealized -7.9%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $20 Shares 46 Est. Cost $322.33 Unrealized +21.9%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $20 Shares 147 Est. Cost $118.60 Unrealized
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $19 Shares 154 Est. Cost $120.34 Unrealized
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.0%
Value ($000) $19 Shares 925 Est. Cost $31.40 Unrealized
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $19 Shares 386 Est. Cost $42.43 Unrealized +14.5%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $19 Shares 420 Est. Cost $37.87 Unrealized +7.6%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $19 Shares 34 Est. Cost $520.85 Unrealized +0.4%
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $18 Shares 130 Est. Cost $140.01 Unrealized
KALV KALVISTA PHARMACEUTICALS INC COM 0.0%
Value ($000) $18 Shares 1,590 Est. Cost $11.67 Unrealized +4.8%
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.0%
Value ($000) $18 Shares 510 Est. Cost $37.46 Unrealized
FIXT TCW CORE PLUS BOND ETF 0.0%
Value ($000) $18 Shares 466 Est. Cost $38.20 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $18 Shares 180 Est. Cost $126.55 Unrealized -26.3%
SRTA BLADE AIR MOBILITY INC CL A COM 0.0%
Value ($000) $18 Shares 4,406 Est. Cost $3.35 Unrealized -2.9%
TRIP TRIPADVISOR INC COM 0.0%
Value ($000) $18 Shares 1,350 Est. Cost $21.09 Unrealized -36.6%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $17 Shares 17 Est. Cost $922.64 Unrealized +7.4%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $17 Shares 70 Est. Cost $186.18 Unrealized +31.7%
SMOT VANECK MORNINGSTAR SMID MOAT ETF 0.0%
Value ($000) $17 Shares 500 Est. Cost $34.54 Unrealized
MDXG MIMEDX GROUP INC COM 0.0%
Value ($000) $17 Shares 2,727 Est. Cost $7.03 Unrealized -5.4%
SCL STEPAN CO COM 0.0%
Value ($000) $17 Shares 305 Est. Cost $83.90 Unrealized -37.1%
SYNA SYNAPTICS INC COM 0.0%
Value ($000) $16 Shares 242 Est. Cost $75.73 Unrealized -22.3%
AMPH AMPHASTAR PHARMACEUTICALS INC COM 0.0%
Value ($000) $16 Shares 682 Est. Cost $45.73 Unrealized -45.7%
HAUZ DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $16 Shares 681 Est. Cost $20.18 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $15 Shares 20 Est. Cost $428.22 Unrealized +49.9%
NUE NUCOR CORP COM 0.0%
Value ($000) $15 Shares 112 Est. Cost $144.16 Unrealized -19.9%
HSY HERSHEY CO COM 0.0%
Value ($000) $14 Shares 86 Est. Cost $183.90 Unrealized -12.1%
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.0%
Value ($000) $14 Shares 282 Est. Cost $50.32 Unrealized
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $14 Shares 166 Est. Cost $54.82 Unrealized +47.2%
FEDERAL NATL MTG ASSN PFD8.25SER S 0.0%
Value ($000) $14 Shares 925 Est. Cost $5.13 Unrealized
SCHWAB CHARLES CORP DEP SHS 1/40 PFD 0.0%
Value ($000) $14 Shares 555 Est. Cost $25.12 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $13 Shares 300 Est. Cost $47.42 Unrealized -5.7%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $13 Shares 214 Est. Cost $113.35 Unrealized -48.5%
EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF 0.0%
Value ($000) $13 Shares 620 Est. Cost $19.53 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $13 Shares 147 Est. Cost $83.08 Unrealized
MORGAN STANLEY 6.625 PFD SER Q 0.0%
Value ($000) $13 Shares 500 Est. Cost $26.09 Unrealized
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $13 Shares 317 Est. Cost $35.03 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $13 Shares 57 Est. Cost $229.13 Unrealized -3.7%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $13 Shares 1,654 Est. Cost $11.77 Unrealized -36.8%
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 0.0%
Value ($000) $13 Shares 255 Est. Cost $48.91 Unrealized
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $13 Shares 379 Est. Cost $29.57 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $13 Shares 157 Est. Cost $84.54 Unrealized -12.9%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $12 Shares 350 Est. Cost $39.76 Unrealized -14.7%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $12 Shares 124 Est. Cost $100.34 Unrealized
DOLE PLC ORD SHS 0.0%
Value ($000) $12 Shares 890 Est. Cost $13.81 Unrealized
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value ($000) $12 Shares 1,300 Est. Cost $8.21 Unrealized 0.0%
SRE SEMPRA COM 0.0%
Value ($000) $12 Shares 156 Est. Cost $70.00 Unrealized +3.7%
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $11 Shares 450 Est. Cost $25.25 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $11 Shares 140 Est. Cost $75.69 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $11 Shares 46 Est. Cost $236.85 Unrealized +0.1%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $11 Shares 260 Est. Cost $49.32 Unrealized -23.6%
DIGITAL RLTY TR INC 5.850 PFD SR K 0.0%
Value ($000) $11 Shares 480 Est. Cost $23.88 Unrealized
WTM WHITE MTNS INS GROUP LTD COM 0.0%
Value ($000) $11 Shares 6 Est. Cost $1889.39 Unrealized -5.9%
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $11 Shares 117 Est. Cost $74.64 Unrealized +12.5%
ASTRIA THERAPEUTICS INC COM 0.0%
Value ($000) $11 Shares 2,000 Est. Cost $5.36 Unrealized
CMC COMMERCIAL METALS CO COM 0.0%
Value ($000) $11 Shares 218 Est. Cost $53.92 Unrealized -14.9%
SRG SERITAGE GROWTH PPTYS CL A 0.0%
Value ($000) $10 Shares 3,382 Est. Cost $4.31 Unrealized -33.1%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $103.62 Unrealized -11.3%
FLTR VANECK IG FLOATING RATE ETF 0.0%
Value ($000) $10 Shares 400 Est. Cost $25.45 Unrealized
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $10 Shares 215 Est. Cost $42.15 Unrealized -1.7%
NGGTF NATIONAL GRID PLC ORD 0.0%
Value ($000) $10 Shares 693 Est. Cost $12.64 Unrealized +12.9%
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $99.15 Unrealized
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $10 Shares 77 Est. Cost $130.12 Unrealized -2.9%
JPMORGAN CHASE & CO. 5.75 SHS PFD DD 0.0%
Value ($000) $10 Shares 400 Est. Cost $24.57 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $10 Shares 456 Est. Cost $19.97 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $10 Shares 33 Est. Cost $255.26 Unrealized +18.9%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $10 Shares 238 Est. Cost $36.56 Unrealized +10.1%
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.0%
Value ($000) $10 Shares 105 Est. Cost $91.10 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $9 Shares 136 Est. Cost $75.03 Unrealized -9.2%
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.0%
Value ($000) $9 Shares 456 Est. Cost $20.65 Unrealized
ABBNY ABB LTD SPONSORED ADR 0.0%
Value ($000) $9 Shares 155 Est. Cost $59.67 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $9 Shares 17 Est. Cost $460.59 Unrealized +0.1%
INDB INDEPENDENT BK CORP MASS COM 0.0%
Value ($000) $9 Shares 143 Est. Cost $52.22 Unrealized +13.5%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $9 Shares 98 Est. Cost $106.02 Unrealized -9.5%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $9 Shares 75 Est. Cost $74.36 Unrealized +31.9%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $9 Shares 53 Est. Cost $180.61 Unrealized -19.7%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $9 Shares 78 Est. Cost $106.66 Unrealized
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $9 Shares 29 Est. Cost $315.96 Unrealized -9.0%
PCEF INVESCO CEF INCOME COMPOSITE ETF 0.0%
Value ($000) $9 Shares 435 Est. Cost $19.16 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $8 Shares 250 Est. Cost $34.05 Unrealized 0.0%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $8 Shares 245 Est. Cost $27.67 Unrealized
NTRA NATERA INC COM 0.0%
Value ($000) $8 Shares 50 Est. Cost $145.66 Unrealized +7.0%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $8 Shares 46 Est. Cost $128.26 Unrealized +30.5%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $8 Shares 72 Est. Cost $97.26 Unrealized +2.8%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $80.27 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value ($000) $8 Shares 201 Est. Cost $40.65 Unrealized
BHB BAR HBR BANKSHARES COM 0.0%
Value ($000) $8 Shares 270 Est. Cost $31.34 Unrealized -9.8%
RBA RB GLOBAL INC COM 0.0%
Value ($000) $8 Shares 76 Est. Cost $89.47 Unrealized +14.6%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $8 Shares 25 Est. Cost $247.76 Unrealized +6.5%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $8 Shares 97 Est. Cost $77.89 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $8 Shares 191 Est. Cost $29.11 Unrealized +24.2%
AMG AFFILIATED MANAGERS GROUP INC COM 0.0%
Value ($000) $8 Shares 40 Est. Cost $171.62 Unrealized +1.1%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $8 Shares 38 Est. Cost $162.63 Unrealized +21.1%
NTNX NUTANIX INC CL A 0.0%
Value ($000) $8 Shares 101 Est. Cost $68.46 Unrealized +5.1%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $8 Shares 104 Est. Cost $84.84 Unrealized -18.0%
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN 0.0%
Value ($000) $8 Shares 255 Est. Cost $22.05 Unrealized
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $8 Shares 206 Est. Cost $35.46 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $8 Shares 90 Est. Cost $99.45 Unrealized -20.8%
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $7 Shares 110 Est. Cost $85.73 Unrealized -24.6%
JBLU JETBLUE AWYS CORP COM 0.0%
Value ($000) $7 Shares 1,706 Est. Cost $6.13 Unrealized -27.0%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $7 Shares 130 Est. Cost $62.36 Unrealized -6.0%
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $7 Shares 351 Est. Cost $20.01 Unrealized
H HYATT HOTELS CORP COM CL A 0.0%
Value ($000) $7 Shares 50 Est. Cost $154.42 Unrealized -19.4%
SNA SNAP ON INC COM 0.0%
Value ($000) $7 Shares 22 Est. Cost $262.93 Unrealized +18.9%
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $7 Shares 105 Est. Cost $55.08 Unrealized -13.8%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $7 Shares 61 Est. Cost $91.78 Unrealized +8.1%
TRUIST FINL CORP DP SH RP PFD R 0.0%
Value ($000) $7 Shares 350 Est. Cost $19.30 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $7 Shares 96 Est. Cost $125.59 Unrealized
SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 0.0%
Value ($000) $7 Shares 226 Est. Cost $27.88 Unrealized
HESS CORP COM 0.0%
Value ($000) $6 Shares 46 Est. Cost $133.00 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $55.45 Unrealized
NUVEEN CALIFORNIA AMT QLT MUN COM 0.0%
Value ($000) $6 Shares 536 Est. Cost $12.14 Unrealized
BARRICK MNG CORP COM SHS 0.0%
Value ($000) $6 Shares 300 Est. Cost $16.68 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $6 Shares 59 Est. Cost $93.36 Unrealized +11.7%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $6 Shares 533 Est. Cost $8.10 Unrealized +15.2%
CB CHUBB LIMITED COM 0.0%
Value ($000) $6 Shares 21 Est. Cost $281.36 Unrealized +2.0%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $6 Shares 61 Est. Cost $68.64 Unrealized +25.7%
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.0%
Value ($000) $6 Shares 118 Est. Cost $47.40 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $6 Shares 17 Est. Cost $253.86 Unrealized -7.9%
PUBLIC STORAGE OPER CO 3.900 DEP PFD O 0.0%
Value ($000) $6 Shares 380 Est. Cost $16.71 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $6 Shares 25 Est. Cost $225.18 Unrealized +2.0%
BLACKROCK MUNIYIELD N Y QUALIT COM 0.0%
Value ($000) $6 Shares 600 Est. Cost $10.08 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $6 Shares 60 Est. Cost $91.82 Unrealized
FGD FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND 0.0%
Value ($000) $6 Shares 200 Est. Cost $22.24 Unrealized
PUBLIC STORAGE OPER CO 3.950 DEP PFD Q 0.0%
Value ($000) $5 Shares 350 Est. Cost $17.01 Unrealized
BLK BLACKROCK INC COM 0.0%
Value ($000) $5 Shares 5 Est. Cost $991.05 Unrealized -5.8%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $5 Shares 126 Est. Cost $43.18 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $5 Shares 103 Est. Cost $64.44 Unrealized -16.5%
UNP UNION PAC CORP COM 0.0%
Value ($000) $5 Shares 22 Est. Cost $225.78 Unrealized -3.2%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $5 Shares 38 Est. Cost $106.92 Unrealized +22.8%
ELF E L F BEAUTY INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $143.72 Unrealized -40.6%
CMT CORE MOLDING TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 293 Est. Cost $18.28 Unrealized -14.0%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $5 Shares 48 Est. Cost $126.31 Unrealized -25.5%
SKECHERS U S A INC CL A 0.0%
Value ($000) $5 Shares 75 Est. Cost $69.12 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $5 Shares 530 Est. Cost $11.63 Unrealized -29.6%
DVA DAVITA INC COM 0.0%
Value ($000) $5 Shares 33 Est. Cost $156.79 Unrealized -9.6%
CLH CLEAN HARBORS INC COM 0.0%
Value ($000) $5 Shares 20 Est. Cost $209.64 Unrealized +4.4%
WAB WABTEC COM 0.0%
Value ($000) $5 Shares 22 Est. Cost $162.03 Unrealized +18.3%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $4 Shares 43 Est. Cost $125.87 Unrealized
SOUTHERN CO 4.20 NT S20C 60 0.0%
Value ($000) $4 Shares 250 Est. Cost $18.91 Unrealized
WRBY WARBY PARKER INC CL A COM 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.43 Unrealized -9.5%
DFJ WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $4 Shares 50 Est. Cost $75.14 Unrealized
FOOT LOCKER INC COM 0.0%
Value ($000) $4 Shares 174 Est. Cost $28.29 Unrealized
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $4 Shares 115 Est. Cost $30.44 Unrealized
KRT KARAT PACKAGING INC COM 0.0%
Value ($000) $4 Shares 150 Est. Cost $28.10 Unrealized -0.8%
SHAK SHAKE SHACK INC CL A 0.0%
Value ($000) $4 Shares 30 Est. Cost $97.58 Unrealized +11.6%
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $4 Shares 75 Est. Cost $53.75 Unrealized -2.3%
SOBO SOUTH BOW CORP COM 0.0%
Value ($000) $4 Shares 160 Est. Cost $22.97 Unrealized +8.7%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $4 Shares 5 Est. Cost $543.94 Unrealized +25.1%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $4 Shares 137 Est. Cost $29.86 Unrealized
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.0%
Value ($000) $4 Shares 55 Est. Cost $71.43 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $4 Shares 75 Est. Cost $54.39 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $4 Shares 20 Est. Cost $161.25 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $4 Shares 13 Est. Cost $354.74 Unrealized -14.6%
MRP MILLROSE PPTYS INC COM CL A 0.0%
Value ($000) $4 Shares 136 Est. Cost $26.51 Unrealized
WDAY WORKDAY INC CL A 0.0%
Value ($000) $4 Shares 16 Est. Cost $255.47 Unrealized -4.6%
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $4 Shares 112 Est. Cost $33.12 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $4 Shares 60 Est. Cost $54.78 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $4 Shares 36 Est. Cost $102.32 Unrealized 0.0%
EOG EOG RES INC COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $123.33 Unrealized -9.1%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $3 Shares 32 Est. Cost $78.83 Unrealized +28.4%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $227.01 Unrealized +13.4%
XPMAX PIONEER MUNICIPAL HIGH INCOME COM 0.0%
Value ($000) $3 Shares 410 Est. Cost $8.21 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $3 Shares 8 Est. Cost $364.50 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $3 Shares 68 Est. Cost $53.22 Unrealized -14.4%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $3 Shares 39 Est. Cost $91.15 Unrealized
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $115.55 Unrealized +6.1%
INDA ISHARES MSCI INDIA ETF 0.0%
Value ($000) $3 Shares 59 Est. Cost $52.64 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $305.67 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $3 Shares 8 Est. Cost $272.92 Unrealized +40.3%
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $90.40 Unrealized +26.0%
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $3 Shares 270 Est. Cost $12.10 Unrealized
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $3 Shares 25 Est. Cost $118.54 Unrealized -18.0%
UNB UNION BANKSHARES INC COM 0.0%
Value ($000) $3 Shares 120 Est. Cost $25.21 Unrealized +20.7%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $3 Shares 5 Est. Cost $514.68 Unrealized +7.1%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $137.26 Unrealized +2.8%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $3 Shares 33 Est. Cost $73.05 Unrealized +13.8%
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $3 Shares 33 Est. Cost $98.18 Unrealized -6.0%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $3 Shares 22 Est. Cost $132.09 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $93.67 Unrealized
PCAR PACCAR INC COM 0.0%
Value ($000) $3 Shares 29 Est. Cost $103.86 Unrealized -12.9%
CPA COPA HOLDINGS SA CL A 0.0%
Value ($000) $3 Shares 25 Est. Cost $88.34 Unrealized +7.8%
BA BOEING CO COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $178.12 Unrealized +6.0%
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $140.89 Unrealized 0.0%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $3 Shares 20 Est. Cost $133.54 Unrealized -5.1%
WEX WEX INC COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $187.51 Unrealized -28.4%
INTU INTUIT COM 0.0%
Value ($000) $3 Shares 3 Est. Cost $632.98 Unrealized +6.6%
AVADEL PHARMACEUTICALS PLC COM SHS 0.0%
Value ($000) $3 Shares 290 Est. Cost $10.51 Unrealized
SNDK SANDISK CORP COM 0.0%
Value ($000) $3 Shares 56 Est. Cost $49.67 Unrealized -23.0%
WFCF WHERE FOOD COMES FROM INC COM NEW 0.0%
Value ($000) $2 Shares 225 Est. Cost $11.74 Unrealized -9.1%
NOW SERVICENOW INC COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $202.58 Unrealized -6.9%
ALLSTATE CORP 5.1 DP SH PFD H 0.0%
Value ($000) $2 Shares 120 Est. Cost $21.84 Unrealized
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $2 Shares 24 Est. Cost $69.34 Unrealized +17.4%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $2 Shares 15 Est. Cost $176.35 Unrealized -10.8%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $137.31 Unrealized +7.4%
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 -1.3%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $108.02 Unrealized -7.2%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $2 Shares 14 Est. Cost $58.25 Unrealized +101.4%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $94.43 Unrealized +9.8%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $444.00 Unrealized +9.5%
PRMRF PARAMOUNT RES LTD CL A 0.0%
Value ($000) $2 Shares 125 Est. Cost $13.24 Unrealized 0.0%
HIFS HINGHAM INSTN SVGS MASS COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $247.67 Unrealized -3.4%
EVCM EVERCOMMERCE INC COM 0.0%
Value ($000) $2 Shares 187 Est. Cost $11.18 Unrealized -9.7%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $142.02 Unrealized -0.8%
F FORD MTR CO COM 0.0%
Value ($000) $2 Shares 176 Est. Cost $11.11 Unrealized -11.1%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $340.46 Unrealized +9.1%
RPD RAPID7 INC COM 0.0%
Value ($000) $2 Shares 80 Est. Cost $50.00 Unrealized -52.6%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $2 Shares 20 Est. Cost $75.79 Unrealized -7.8%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $560.34 Unrealized +12.1%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $2 Shares 95 Est. Cost $19.59 Unrealized
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $2 Shares 16 Est. Cost $102.84 Unrealized -15.9%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $544.86 Unrealized +4.9%
TRGP TARGA RES CORP COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $175.16 Unrealized -5.5%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $2 Shares 80 Est. Cost $25.28 Unrealized -29.2%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $56.34 Unrealized -9.7%
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $198.87 Unrealized -25.3%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 50 Est. Cost $29.56 Unrealized
ETH GRAYSCALE ETHEREUM MINI TRUST ETF 0.0%
Value ($000) $1 Shares 62 Est. Cost $31.49 Unrealized
APA APA CORPORATION COM 0.0%
Value ($000) $1 Shares 80 Est. Cost $22.14 Unrealized -23.8%
WELL WELLTOWER INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $128.69 Unrealized +14.9%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $76.08 Unrealized +2.4%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $98.11 Unrealized -0.1%
FISV FISERV INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $164.95 Unrealized +9.9%
PCG PG&E CORP COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $16.16 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 82 Est. Cost $16.25 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $1 Shares 15 Est. Cost $72.24 Unrealized +13.5%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $90.47 Unrealized +0.8%
AVES AVANTIS EMERGING MARKETS VALUE ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $52.12 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $219.66 Unrealized +22.2%
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.71 Unrealized
IVZ INVESCO LTD SHS 0.0%
Value ($000) $1 Shares 80 Est. Cost $16.96 Unrealized -17.4%
ECL ECOLAB INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $241.07 Unrealized +4.7%
PUBLIC STORAGE OPER CO 4.875 DP SH PFD 0.0%
Value ($000) $1 Shares 65 Est. Cost $21.05 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $216.92 Unrealized +2.9%
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $1 Shares 60 Est. Cost $17.42 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $86.71 Unrealized -25.0%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $276.10 Unrealized +9.3%
JMTG JPMORGAN MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $1 Shares 22 Est. Cost $50.18 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $128.38 Unrealized +10.0%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $1 Shares 15 Est. Cost $50.07 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $468.46 Unrealized -11.4%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 8 Est. Cost $84.75 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $58.92 Unrealized
GROV GROVE COLLABORATIVE HOLD INC COM CL A 0.0%
Value ($000) $1 Shares 700 Est. Cost $1.60 Unrealized -26.1%
EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $93.63 Unrealized
EVGO EVGO INC CL A COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $3.10 Unrealized +10.6%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1 Shares 75 Est. Cost $15.75 Unrealized -34.9%
KMX CARMAX INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $78.54 Unrealized -14.4%
AMTM AMENTUM HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $28.49 Unrealized -26.6%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $90.00 Unrealized
WEN WENDYS CO COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $18.25 Unrealized -33.2%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $14.38 Unrealized -25.5%
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $1 Shares 1 Est. Cost $479.50 Unrealized
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $137.35 Unrealized -19.4%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.27 Unrealized
AVSC AVANTIS U.S SMALL CAP EQUITY ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $53.91 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $40.80 Unrealized -12.1%
INDS PACER INDUSTRIAL REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 11 Est. Cost $35.27 Unrealized
KLG WK KELLOGG CO COM SHS 0.0%
Value ($000) $0 Shares 25 Est. Cost $18.00 Unrealized
PARR PAR PAC HOLDINGS INC COM NEW 0.0%
Value ($000) $0 Shares 11 Est. Cost $16.88 Unrealized +12.9%
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $39.22 Unrealized -25.5%
OAKM OAKMARK U.S. LARGE CAP ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $23.50 Unrealized
SNAP SNAP INC CL A 0.0%
Value ($000) $0 Shares 26 Est. Cost $11.27 Unrealized -26.4%
BROS DUTCH BROS INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $44.12 Unrealized +47.8%
LAR LITHIUM ARGENTINA AG COM SHS 0.0%
Value ($000) $0 Shares 88 Est. Cost $3.25 Unrealized -38.8%
FCEL FUELCELL ENERGY INC COM NEW 0.0%
Value ($000) $0 Shares 30 Est. Cost $9.91 Unrealized -51.0%
NKE NIKE INC CL B 0.0%
Value ($000) $0 Shares 2 Est. Cost $72.05 Unrealized -18.0%
PIEDMONT LITHIUM INC COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $8.75 Unrealized
QGRO AMERICAN CENTURY U.S. QUALITY GROWTH ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $109.00 Unrealized
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $36.00 Unrealized
CDZI CADIZ INC COM NEW 0.0%
Value ($000) $0 Shares 35 Est. Cost $3.60 Unrealized -20.3%
CROX CROCS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $103.63 Unrealized -1.6%
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $14.00 Unrealized
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $82.00 Unrealized
ONEW ONEWATER MARINE INC CL A COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $17.78 Unrealized -20.2%
UMBF UMB FINL CORP COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $82.01 Unrealized +21.6%
HIMX HIMAX TECHNOLOGIES INC SPONSORED ADR 0.0%
Value ($000) $0 Shares 7 Est. Cost $7.29 Unrealized
GENK GEN RESTAURENT GROUP CL A COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $8.27 Unrealized -49.9%
RDNT RADNET INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $73.77 Unrealized -25.5%
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 2 Est. Cost $25.50 Unrealized -15.6%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $5.31 Unrealized -45.5%
DNUT KRISPY KREME INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $8.74 Unrealized -60.2%
ARRY ARRAY TECHNOLOGIES INC COM SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $6.37 Unrealized -4.7%
NEW YORK REIT LIQUIDATING LLC 0.0%
Value ($000) $0 Shares 8,053 Est. Cost Unrealized