City State Bank Diversified Active

CIK: 0001910666 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Jun 1, 2022

Total Value ($000): $165,534 (100.0% shares, 0.0% debt)

Holdings (676)

AAPL Apple INC CORP COMMON 6.1%
Value ($000) $10,115 Shares 57,929 Est. Cost $154.71 Unrealized +6.5%
STIP Ishares 0-5 Year Tips Bond Etf 4.2%
Value ($000) $6,938 Shares 66,110 Est. Cost $105.58 Unrealized
LNT Alliant Energy Corp COMMON 2.6%
Value ($000) $4,329 Shares 69,278 Est. Cost $50.05 Unrealized +4.6%
MSFT Microsoft 2.4%
Value ($000) $3,908 Shares 12,674 Est. Cost $313.41 Unrealized -7.0%
VIG Vanguard Dividend Appreciation Index Fund Etf 2.2%
Value ($000) $3,565 Shares 21,985 Est. Cost $169.18 Unrealized
VWOB Vanguard Emerging Markets Govt Bd Idx Markt Bnd Etf 2.0%
Value ($000) $3,345 Shares 47,895 Est. Cost $76.53 Unrealized
VYM Vanguard High Dividend Yield Etf 1.9%
Value ($000) $3,156 Shares 28,113 Est. Cost $112.14 Unrealized
VFH Vanguard Financials Etf 1.8%
Value ($000) $3,030 Shares 32,443 Est. Cost $96.46 Unrealized
VZ Verizon Communications 1.7%
Value ($000) $2,803 Shares 55,018 Est. Cost $40.41 Unrealized +2.7%
BRK/B Berkshire Hathaway INC CLASS B CORP COMMON 1.6%
Value ($000) $2,729 Shares 7,734 Est. Cost $288.55 Unrealized +12.1%
AMZN Amazon.com INC Amazon COMMON CORP 1.6%
Value ($000) $2,725 Shares 836 Est. Cost $167.55 Unrealized -7.8%
JNJ Johnson & Johnson 1.4%
Value ($000) $2,392 Shares 13,499 Est. Cost $145.09 Unrealized +4.6%
TIP IShares US Treasury Inflation Protected 1.4%
Value ($000) $2,365 Shares 18,987 Est. Cost $128.72 Unrealized
PFF Ishares Preferred And Income Securities Etf Sec 1.4%
Value ($000) $2,353 Shares 64,595 Est. Cost $39.43 Unrealized
VWO Vanguard Emerging Markets Stock Index Fund Ftse Etf 1.4%
Value ($000) $2,278 Shares 49,381 Est. Cost $49.15 Unrealized
VO Vanguard Mid-cap Index Fund Mid Cap Etf 1.2%
Value ($000) $1,999 Shares 8,403 Est. Cost $254.41 Unrealized
VB Vanguard Small-cap Index Fund Small Cap Etf 1.1%
Value ($000) $1,872 Shares 8,806 Est. Cost $225.55 Unrealized
VTV Vanguard Value Index Fund Etf 1.1%
Value ($000) $1,838 Shares 12,435 Est. Cost $147.32 Unrealized
SPY Spdr S&p 500 Etf Trust 1.1%
Value ($000) $1,832 Shares 4,056 Est. Cost $474.10 Unrealized
ABBV Abbvie INC CORP COMMON 1.1%
Value ($000) $1,749 Shares 10,787 Est. Cost $102.16 Unrealized +23.7%
VBR Vanguard Small Cap Value Etf 1.1%
Value ($000) $1,741 Shares 9,897 Est. Cost $178.44 Unrealized
COST Costco Wholesale Corp COMMON 0.9%
Value ($000) $1,464 Shares 2,543 Est. Cost $488.10 Unrealized +2.6%
VUG Vanguard Growth Index Fund Etf 0.8%
Value ($000) $1,354 Shares 4,709 Est. Cost $315.56 Unrealized
MDT Medtronic Plc CORP COMMON 0.8%
Value ($000) $1,345 Shares 12,123 Est. Cost $101.65 Unrealized -7.9%
DE Deere & Co. 0.8%
Value ($000) $1,295 Shares 3,116 Est. Cost $330.00 Unrealized +10.0%
BND Vanguard Total Bond Market Etf 0.8%
Value ($000) $1,263 Shares 15,882 Est. Cost $84.36 Unrealized
FITB Fifth Third Bancorp CORP COMMON 0.7%
Value ($000) $1,239 Shares 28,796 Est. Cost $37.17 Unrealized +7.3%
LLY Eli Lilly And CO CORP COMMON 0.7%
Value ($000) $1,236 Shares 4,315 Est. Cost $243.92 Unrealized +1.9%
KO Coca Cola Co 0.7%
Value ($000) $1,223 Shares 19,732 Est. Cost $49.29 Unrealized +9.7%
JPM JPMorgan Chase & Co. 0.7%
Value ($000) $1,215 Shares 8,911 Est. Cost $147.07 Unrealized -9.1%
VHT Vanguard Health Care Etf 0.7%
Value ($000) $1,196 Shares 4,703 Est. Cost $264.71 Unrealized
INTC Intel Corp. 0.7%
Value ($000) $1,149 Shares 23,190 Est. Cost $47.27 Unrealized -2.3%
MU Micron Technology INC CORP COMMON 0.7%
Value ($000) $1,147 Shares 14,720 Est. Cost $76.49 Unrealized +9.0%
IBB Ishares Biotechnology Etf 0.7%
Value ($000) $1,133 Shares 8,692 Est. Cost $146.72 Unrealized
VAW Vanguard Materials Viper 0.7%
Value ($000) $1,124 Shares 5,794 Est. Cost $196.78 Unrealized
ADP Automatic Data Processing 0.7%
Value ($000) $1,104 Shares 4,851 Est. Cost $207.28 Unrealized -5.0%
Raytheon Technologies Corp COMMON 0.7%
Value ($000) $1,089 Shares 10,989 Est. Cost $99.10 Unrealized
NVDA Nvidia Corp COMMON 0.7%
Value ($000) $1,078 Shares 3,952 Est. Cost $27.46 Unrealized -8.8%
PFE Pfizer Inc 0.6%
Value ($000) $1,048 Shares 20,247 Est. Cost $40.23 Unrealized +5.6%
VEU Vanguard Ftse All World Ex US Index Fund Investor Shares Etf 0.6%
Value ($000) $1,044 Shares 18,121 Est. Cost $61.27 Unrealized
GOOG Alphabet INC CLASS C CORP COMMON 0.6%
Value ($000) $1,042 Shares 373 Est. Cost $142.06 Unrealized -5.0%
PG Procter & Gamble CO CORP COMMON 0.6%
Value ($000) $1,040 Shares 6,804 Est. Cost $134.13 Unrealized +6.0%
MRK Merck & CO INC CORP COMMON 0.6%
Value ($000) $1,039 Shares 12,668 Est. Cost $69.89 Unrealized -0.1%
CAT Caterpiller, Inc DEL 0.6%
Value ($000) $1,023 Shares 4,591 Est. Cost $186.69 Unrealized +4.7%
UPS United Parcel Service, Inc. 0.6%
Value ($000) $1,018 Shares 4,746 Est. Cost $168.57 Unrealized +5.1%
CVX Chevron Common 0.6%
Value ($000) $1,001 Shares 6,145 Est. Cost $96.10 Unrealized +27.7%
BMY Bristol-Myers Squibb Co. 0.6%
Value ($000) $992 Shares 13,584 Est. Cost $49.37 Unrealized +15.1%
DFAI Dfa Dimensional International Core Equity Market Intern Eqt Mkt Etf 0.6%
Value ($000) $988 Shares 35,090 Est. Cost $29.34 Unrealized
IUSB Ishares Core Total Usd Bond Market Etf 0.6%
Value ($000) $940 Shares 18,934 Est. Cost $52.90 Unrealized
VGT Vanguard Information Technology Etf 0.6%
Value ($000) $937 Shares 2,250 Est. Cost $455.32 Unrealized
LOW Lowes Cos, Inc. 0.6%
Value ($000) $937 Shares 4,636 Est. Cost $219.81 Unrealized -2.9%
NEE Nextera Energy INC CORP COMMON 0.6%
Value ($000) $916 Shares 10,814 Est. Cost $77.21 Unrealized -6.7%
XOM Exxonmobil Corp. 0.5%
Value ($000) $858 Shares 10,383 Est. Cost $53.90 Unrealized +25.9%
WMT Walmart Inc 0.5%
Value ($000) $838 Shares 5,626 Est. Cost $45.17 Unrealized -1.3%
AGG Ishares Core US Aggregate Bond Etf 0.5%
Value ($000) $836 Shares 7,806 Est. Cost $114.05 Unrealized
MOS Mosaic CO CORP COMMON 0.5%
Value ($000) $806 Shares 12,113 Est. Cost $34.71 Unrealized +30.9%
LMT Lockheed Martin Corp. 0.5%
Value ($000) $803 Shares 1,820 Est. Cost $308.96 Unrealized +18.2%
HON Honeywell International INC CORP COMMON 0.5%
Value ($000) $794 Shares 4,078 Est. Cost $185.07 Unrealized -7.9%
UNH Unitedhealth Group Common 0.5%
Value ($000) $782 Shares 1,533 Est. Cost $422.76 Unrealized +6.7%
VPU Vanguard Utilities Etf 0.5%
Value ($000) $774 Shares 4,780 Est. Cost $157.19 Unrealized
IBM IBM Common 0.4%
Value ($000) $724 Shares 5,571 Est. Cost $107.00 Unrealized +4.8%
MO Altria Group Inc. 0.4%
Value ($000) $704 Shares 13,474 Est. Cost $32.79 Unrealized +13.2%
TXN Texas Instruments, Inc. 0.4%
Value ($000) $684 Shares 3,727 Est. Cost $170.14 Unrealized -7.6%
IHAK Ishares Cybersecurity And Tech Etf 0.4%
Value ($000) $675 Shares 15,800 Est. Cost $44.38 Unrealized
BAC Bank of America Corp. 0.4%
Value ($000) $670 Shares 16,264 Est. Cost $41.02 Unrealized -0.5%
ABT Abbott Labs 0.4%
Value ($000) $665 Shares 5,618 Est. Cost $118.57 Unrealized -2.7%
AMAT Applied Materials INC Material CORP COMMON 0.4%
Value ($000) $655 Shares 4,967 Est. Cost $139.59 Unrealized -4.8%
DFAE Dfa Dimensional Emerging Core Equity Market Etf Emerg Eqy Mrkt 0.4%
Value ($000) $653 Shares 24,880 Est. Cost $27.03 Unrealized
WEC Wec Energy Group INC CORP COMMON 0.4%
Value ($000) $647 Shares 6,485 Est. Cost $79.41 Unrealized +4.1%
EMB Ishares JPMORGAN Usd Emerging Markets Bond Etf Mts 0.4%
Value ($000) $636 Shares 6,505 Est. Cost $108.87 Unrealized
T AT&T, Inc. 0.4%
Value ($000) $616 Shares 26,061 Est. Cost $14.67 Unrealized +1.7%
AMGN Amgen, Inc. 0.4%
Value ($000) $608 Shares 2,515 Est. Cost $186.23 Unrealized +9.2%
PPG PPG Industries INC CORP COMMON 0.4%
Value ($000) $598 Shares 4,565 Est. Cost $142.41 Unrealized -6.0%
DIS Disney Walt Co. 0.4%
Value ($000) $596 Shares 4,347 Est. Cost $156.71 Unrealized -9.9%
IVV Ishares S&p 500 Core Etf 0.4%
Value ($000) $591 Shares 1,302 Est. Cost $476.60 Unrealized
DGRO Ishares Core Dividend Growth Etf 0.3%
Value ($000) $578 Shares 10,825 Est. Cost $53.39 Unrealized
F Ford Motor Company Common 0.3%
Value ($000) $573 Shares 33,896 Est. Cost $14.03 Unrealized +3.7%
AEP Am Electric Common 0.3%
Value ($000) $567 Shares 5,684 Est. Cost $72.48 Unrealized +9.3%
BDX Becton Dickinson And CO CORP COMMON 0.3%
Value ($000) $559 Shares 2,101 Est. Cost $224.90 Unrealized +7.2%
CB Chubb Ltd CORP COMMON 0.3%
Value ($000) $557 Shares 2,603 Est. Cost $177.58 Unrealized +8.6%
VV Vanguard Large-cap Index Fund Large Cap Etf 0.3%
Value ($000) $539 Shares 2,583 Est. Cost $220.62 Unrealized
CVS CVS Health Corp COMMON 0.3%
Value ($000) $532 Shares 5,257 Est. Cost $80.49 Unrealized +14.3%
V Visa INC CLASS A CORP COMMON 0.3%
Value ($000) $532 Shares 2,400 Est. Cost $208.13 Unrealized +0.9%
TRV Travelers Companies INC CORP COMMON 0.3%
Value ($000) $528 Shares 2,887 Est. Cost $143.90 Unrealized +10.4%
MCD McDonalds Corp. 0.3%
Value ($000) $516 Shares 2,086 Est. Cost $229.60 Unrealized -0.8%
SBUX Starbucks Corp. 0.3%
Value ($000) $516 Shares 5,673 Est. Cost $100.02 Unrealized -14.1%
SO Southern Co. 0.3%
Value ($000) $510 Shares 7,035 Est. Cost $54.72 Unrealized +7.3%
UNP Union Pacific Corp COMMON 0.3%
Value ($000) $508 Shares 1,858 Est. Cost $214.98 Unrealized +7.3%
NTAP Netapp INC CORP COMMON 0.3%
Value ($000) $506 Shares 6,095 Est. Cost $81.48 Unrealized -2.9%
GS Goldman Sachs Group INC CORP COMMON 0.3%
Value ($000) $503 Shares 1,525 Est. Cost $336.92 Unrealized -5.1%
IJH Ishares S&p Midcap 400 Index Fund Core Mid Cap Etf 0.3%
Value ($000) $495 Shares 1,844 Est. Cost $281.95 Unrealized
HD Home Depot, Inc. 0.3%
Value ($000) $491 Shares 1,639 Est. Cost $342.65 Unrealized -8.4%
IEFA Ishares Core Msci Eafe Etf 0.3%
Value ($000) $485 Shares 6,975 Est. Cost $74.70 Unrealized
PFG Principal Financial Group 0.3%
Value ($000) $484 Shares 6,591 Est. Cost $60.13 Unrealized +4.6%
QQQM Invesco Nasdaq 100 Etf 0.3%
Value ($000) $477 Shares 3,200 Est. Cost $163.44 Unrealized
VIS Vanguard Industrials Etf 0.3%
Value ($000) $476 Shares 2,449 Est. Cost $202.07 Unrealized
NTR Nutrien Ltd CORP COMMON 0.3%
Value ($000) $463 Shares 4,453 Est. Cost $61.64 Unrealized +19.1%
CASY Caseys General Stores Inc 0.3%
Value ($000) $448 Shares 2,258 Est. Cost $188.50 Unrealized -2.5%
VEA Vanguard Developed Markets Index Fund Ftse Etf 0.3%
Value ($000) $445 Shares 9,268 Est. Cost $50.67 Unrealized
Discover Financial Services CORP COMMON 0.3%
Value ($000) $426 Shares 3,870 Est. Cost $115.50 Unrealized
Glaxosmithkline PLC 0.3%
Value ($000) $424 Shares 9,729 Est. Cost $44.07 Unrealized
ED Consolidated Edison, Inc. 0.3%
Value ($000) $417 Shares 4,399 Est. Cost $68.08 Unrealized +11.0%
BNDX Vanguard Total International Bond Index Fund Bnd Etf 0.2%
Value ($000) $407 Shares 7,756 Est. Cost $54.69 Unrealized
BA Boeing Co Common 0.2%
Value ($000) $374 Shares 1,955 Est. Cost $211.28 Unrealized -5.0%
USB US Bancorp DEL 0.2%
Value ($000) $374 Shares 7,040 Est. Cost $48.84 Unrealized -2.0%
DOV Dover Corp COMMON 0.2%
Value ($000) $364 Shares 2,319 Est. Cost $160.92 Unrealized -3.0%
WTBA West Bancorporation 0.2%
Value ($000) $361 Shares 13,250 Est. Cost $31.35 Unrealized -5.7%
CMI Cummins INC CORP COMMON 0.2%
Value ($000) $360 Shares 1,753 Est. Cost $205.83 Unrealized -4.5%
Slr Senior Investment Corp COMMON 0.2%
Value ($000) $349 Shares 24,650 Est. Cost $13.98 Unrealized
META Meta Platforms INC CLASS A CORP COMMON 0.2%
Value ($000) $348 Shares 1,564 Est. Cost $310.67 Unrealized -20.1%
DFAU Dfa Dimensional US Core Equity Market Etf Markt 0.2%
Value ($000) $345 Shares 10,940 Est. Cost $32.44 Unrealized
PEP PepsiCo, Inc. 0.2%
Value ($000) $343 Shares 2,049 Est. Cost $143.45 Unrealized +3.5%
Activision Blizzard INC CORP COMMON 0.2%
Value ($000) $341 Shares 4,250 Est. Cost $68.27 Unrealized
IJR Ishares Core S&p Small-cap Etf Small Cap 0.2%
Value ($000) $338 Shares 3,134 Est. Cost $114.36 Unrealized
AFL Aflac INC CORP COMMON 0.2%
Value ($000) $337 Shares 5,238 Est. Cost $50.98 Unrealized +12.4%
MS Morgan Stanley CORP COMMON 0.2%
Value ($000) $334 Shares 3,825 Est. Cost $86.77 Unrealized -2.5%
ZBH Zimmer Biomet Holdings INC CORP 0.2%
Value ($000) $322 Shares 2,519 Est. Cost $125.12 Unrealized -6.9%
SPIP Spdr Portfolio Tips Etf 0.2%
Value ($000) $319 Shares 10,550 Est. Cost $31.53 Unrealized
SPGI S&p Global INC CORP 0.2%
Value ($000) $317 Shares 773 Est. Cost $441.83 Unrealized -10.8%
WM Waste Management INC CORP COMMON 0.2%
Value ($000) $316 Shares 1,996 Est. Cost $150.67 Unrealized -5.4%
KMB Kimberly-clark Corp Kimberly Clark COMMON 0.2%
Value ($000) $315 Shares 2,559 Est. Cost $115.26 Unrealized -1.1%
VCSH Vanguard Short-term Corporate Bond Idx Fund Etf 0.2%
Value ($000) $311 Shares 3,980 Est. Cost $80.47 Unrealized
PAYX Paychex INC CORP COMMON 0.2%
Value ($000) $309 Shares 2,263 Est. Cost $109.87 Unrealized -0.1%
WFC Wells Fargo & Co. Common Stock 0.2%
Value ($000) $301 Shares 6,220 Est. Cost $44.41 Unrealized +9.2%
HEFA Ishares Currency Hedged Msci Eafe Etf Hedg 0.2%
Value ($000) $297 Shares 8,750 Est. Cost $35.31 Unrealized
MET Metlife INC CORP COMMON 0.2%
Value ($000) $293 Shares 4,169 Est. Cost $55.38 Unrealized +8.5%
NET Cloudflare INC CLASS A CORP COMMON 0.2%
Value ($000) $281 Shares 2,345 Est. Cost $167.57 Unrealized -37.8%
CSCO Cisco Systems, Inc. 0.2%
Value ($000) $281 Shares 5,041 Est. Cost $50.46 Unrealized -0.4%
SWK Stanley Black & Decker INC And CORP COMMON 0.2%
Value ($000) $278 Shares 1,990 Est. Cost $158.57 Unrealized -10.2%
IWM Ishares Russell 2000 Etf 0.2%
Value ($000) $278 Shares 1,352 Est. Cost $222.63 Unrealized
VOE Vanguard Mid-cap Value Index Fund Mid Cap Etf 0.2%
Value ($000) $276 Shares 1,842 Est. Cost $150.38 Unrealized
DD Dupont De Nemours INC CORP COMMON 0.2%
Value ($000) $276 Shares 3,754 Est. Cost $29.21 Unrealized +3.0%
COP Conocophillips CORP COMMON 0.2%
Value ($000) $268 Shares 2,676 Est. Cost $62.64 Unrealized +27.2%
AXP American Express Co. 0.2%
Value ($000) $268 Shares 1,433 Est. Cost $161.79 Unrealized +6.2%
MA Mastercard INC CLASS A CORP COMMON 0.2%
Value ($000) $263 Shares 737 Est. Cost $337.80 Unrealized +4.1%
GILD Gilead Sciences, Inc. 0.2%
Value ($000) $257 Shares 4,330 Est. Cost $58.42 Unrealized -5.6%
DG Dollar General Corp COMMON 0.2%
Value ($000) $255 Shares 1,145 Est. Cost $206.36 Unrealized -3.6%
VOO Vanguard 500 Index Fund S&p Etf 0.2%
Value ($000) $251 Shares 605 Est. Cost $432.21 Unrealized
GD General Dynamics Corp. 0.1%
Value ($000) $241 Shares 999 Est. Cost $185.25 Unrealized +10.6%
IWD Ishares Trust Russell 1000 Value Etf 0.1%
Value ($000) $240 Shares 1,447 Est. Cost $167.78 Unrealized
CRM Salesforce INC CORP COMMON 0.1%
Value ($000) $237 Shares 1,117 Est. Cost $251.43 Unrealized -15.4%
PM Philip Morris International INC CORP COMMON 0.1%
Value ($000) $233 Shares 2,479 Est. Cost $76.31 Unrealized +8.5%
SPEM Spdr Portfolio Emerging Markets Etf Index Shares Emerg Markt 0.1%
Value ($000) $231 Shares 5,980 Est. Cost $41.49 Unrealized
MLM Martin Marietta Materials INC CORP COMMON 0.1%
Value ($000) $230 Shares 598 Est. Cost $395.00 Unrealized -4.3%
CI Cigna Corp COMMON 0.1%
Value ($000) $225 Shares 939 Est. Cost $204.09 Unrealized +7.0%
PCY Invesco Emerging Markets Sovereign Debt Etf Invsc Markt Sovrgn 0.1%
Value ($000) $223 Shares 9,870 Est. Cost $26.17 Unrealized
BX Blackstone INC CORP COMMON 0.1%
Value ($000) $222 Shares 1,747 Est. Cost $116.12 Unrealized -7.7%
DOW Dow INC CORP COMMON 0.1%
Value ($000) $220 Shares 3,452 Est. Cost $45.04 Unrealized +7.1%
ADI Analog Devices INC CORP COMMON 0.1%
Value ($000) $219 Shares 1,328 Est. Cost $163.66 Unrealized -7.6%
CAG Conagra Foods 0.1%
Value ($000) $216 Shares 6,425 Est. Cost $26.97 Unrealized +5.0%
MDLZ Mondelez International INC CLASS A CORP COMMON 0.1%
Value ($000) $216 Shares 3,437 Est. Cost $55.31 Unrealized +6.0%
ENB Enbridge INC CORP COMMON 0.1%
Value ($000) $214 Shares 4,638 Est. Cost $30.66 Unrealized +8.6%
QQQ Invesco Qqq Trust Series 1 Invsc Srs Etf 0.1%
Value ($000) $202 Shares 556 Est. Cost $397.48 Unrealized
WYNN Wynn Resorts Ltd CORP COMMON 0.1%
Value ($000) $198 Shares 2,480 Est. Cost $85.59 Unrealized -4.3%
VOT Vanguard Mid-cap Growth Index Fund Mid Cap Etf 0.1%
Value ($000) $197 Shares 882 Est. Cost $250.95 Unrealized
VIGI Vanguard Intl Dividend Appreciation Index Fund Aprectn Etf 0.1%
Value ($000) $193 Shares 2,441 Est. Cost $84.72 Unrealized
GOOGL Alphabet INC CLASS A CORP COMMON 0.1%
Value ($000) $192 Shares 69 Est. Cost $141.53 Unrealized -4.7%
TSLA Tesla INC CORP COMMON 0.1%
Value ($000) $191 Shares 177 Est. Cost $335.39 Unrealized -7.1%
VSS Vanguard Ftse All-world Ex-us Small-cap Index Vgrd All Wrld Ex US Sml Cap Etf 0.1%
Value ($000) $191 Shares 1,545 Est. Cost $133.98 Unrealized
KIM Kimco Realty Corp Reit COMMON 0.1%
Value ($000) $189 Shares 7,636 Est. Cost $19.16 Unrealized +5.2%
GLD Spdr Gold Shares Etf 0.1%
Value ($000) $187 Shares 1,036 Est. Cost $170.68 Unrealized
EFA Ishares Msci Eafe Etf 0.1%
Value ($000) $186 Shares 2,525 Est. Cost $78.81 Unrealized
CTVA Corteva INC CORP COMMON 0.1%
Value ($000) $184 Shares 3,201 Est. Cost $43.54 Unrealized +12.5%
BK Bank of New York Mellon Corp 0.1%
Value ($000) $181 Shares 3,646 Est. Cost $51.03 Unrealized -0.5%
VNQ Vanguard Real Estate Index Fund Etf 0.1%
Value ($000) $180 Shares 1,657 Est. Cost $115.79 Unrealized
NOC Northrop Grumman Corp COMMON 0.1%
Value ($000) $180 Shares 402 Est. Cost $348.21 Unrealized +11.3%
WK Workiva INC CLASS A CORP COMMON 0.1%
Value ($000) $180 Shares 1,525 Est. Cost $141.03 Unrealized -21.6%
WY Weyerhaeuser CO Reit 0.1%
Value ($000) $180 Shares 4,748 Est. Cost $31.98 Unrealized +6.7%
CASH Meta Financial Group INC CORP COMMON 0.1%
Value ($000) $177 Shares 3,216 Est. Cost $58.81 Unrealized -4.9%
LYB Lyondellbasell Industries Nv CLASS A CORP COMMON 0.1%
Value ($000) $175 Shares 1,705 Est. Cost $68.71 Unrealized +8.1%
VLO Valero Energy Corp COMMON 0.1%
Value ($000) $174 Shares 1,710 Est. Cost $65.12 Unrealized +18.2%
PRU Prudential Financial INC CORP COMMON 0.1%
Value ($000) $168 Shares 1,420 Est. Cost $88.87 Unrealized +5.9%
GIS General Mills Inc. 0.1%
Value ($000) $167 Shares 2,462 Est. Cost $55.25 Unrealized +6.4%
IWB Ishares Russell 1000 Index Fund Etf 0.1%
Value ($000) $164 Shares 655 Est. Cost $264.12 Unrealized
VONV Vanguard Russell 1000 Value Etf 0.1%
Value ($000) $164 Shares 2,258 Est. Cost $73.64 Unrealized
PNC PNC Financial Services Group, Inc. 0.1%
Value ($000) $161 Shares 874 Est. Cost $174.29 Unrealized -0.1%
VDE Vanguard Energy Index Fund Etf 0.1%
Value ($000) $158 Shares 1,473 Est. Cost $77.35 Unrealized
NKE Nike INC CLASS B CORP COMMON 0.1%
Value ($000) $158 Shares 1,177 Est. Cost $154.55 Unrealized -14.6%
VTRS Viatris INC CORP COMMON 0.1%
Value ($000) $156 Shares 14,357 Est. Cost $11.12 Unrealized -0.6%
MMM 3M CO CORP COMMON 0.1%
Value ($000) $152 Shares 1,021 Est. Cost $124.80 Unrealized -8.2%
BIIB Biogen INC CORP COMMON 0.1%
Value ($000) $149 Shares 705 Est. Cost $246.15 Unrealized -11.7%
FISV Fiserv, Inc. 0.1%
Value ($000) $148 Shares 1,460 Est. Cost $103.24 Unrealized -2.0%
VDC Vanguard Consumer Staples Index Fund Etf 0.1%
Value ($000) $147 Shares 748 Est. Cost $200.53 Unrealized
O Realty Income Corp Reit COMMON 0.1%
Value ($000) $147 Shares 2,123 Est. Cost $55.37 Unrealized -0.1%
SYY Sysco Corp. 0.1%
Value ($000) $145 Shares 1,772 Est. Cost $68.78 Unrealized +5.6%
BP BP 0.1%
Value ($000) $145 Shares 4,932 Est. Cost $26.67 Unrealized
TGT Target Corp. 0.1%
Value ($000) $142 Shares 668 Est. Cost $214.19 Unrealized -10.7%
FDX Fedex Corp COMMON 0.1%
Value ($000) $140 Shares 604 Est. Cost $219.91 Unrealized -1.8%
IMCG Ishares Morningstar Mid Growth Index Fund Morgstar Cap Gro Etf 0.1%
Value ($000) $138 Shares 2,148 Est. Cost $73.09 Unrealized
LUV Southwest Airlines CO CORP COMMON 0.1%
Value ($000) $137 Shares 2,985 Est. Cost $42.84 Unrealized -4.5%
DUK Duke Energy Hldg Common 0.1%
Value ($000) $136 Shares 1,214 Est. Cost $86.27 Unrealized +3.4%
STZ Constellation Brands INC CLASS A CORP COMMON 0.1%
Value ($000) $136 Shares 589 Est. Cost $212.48 Unrealized +1.6%
IWF Ishares Trust Russell 1000 Growth Etf 0.1%
Value ($000) $134 Shares 482 Est. Cost $304.98 Unrealized
IEMG Ishares Core Msci Emerging Markets Etf 0.1%
Value ($000) $134 Shares 2,414 Est. Cost $60.07 Unrealized
MC Moelis & CO CLASS A CORP COMMON 0.1%
Value ($000) $132 Shares 2,800 Est. Cost $53.17 Unrealized -19.8%
PYPL Paypal Holdings INC CORP COMMON 0.1%
Value ($000) $131 Shares 1,134 Est. Cost $182.90 Unrealized -27.4%
VTWG Vanguard Russell 2000 Growth Etf 0.1%
Value ($000) $130 Shares 700 Est. Cost $209.39 Unrealized
ISCV Ishares Morningstar Small Value Index Fund Morn Cap Etf 0.1%
Value ($000) $129 Shares 2,196 Est. Cost $59.65 Unrealized
DOC Healthpeak Properties INC CORP COMMON 0.1%
Value ($000) $125 Shares 3,628 Est. Cost $27.38 Unrealized -1.5%
WST West Pharmaceutical Services INC Pharm Svc CORP COMMON 0.1%
Value ($000) $123 Shares 299 Est. Cost $425.92 Unrealized -9.0%
CARR Carrier Global Corp COMMON 0.1%
Value ($000) $121 Shares 2,629 Est. Cost $50.95 Unrealized -12.5%
FLV American Century Focused Large Cap Value Etf Cntry Fcsd Lrg CP Vl 0.1%
Value ($000) $121 Shares 1,962 Est. Cost $61.16 Unrealized
GME Gamestop Corp CLASS A COMMON 0.1%
Value ($000) $118 Shares 706 Est. Cost $45.47 Unrealized -35.0%
ADM Archer-daniels-midland CO Archer Daniels Midland CORP COMMON 0.1%
Value ($000) $117 Shares 1,300 Est. Cost $57.39 Unrealized +21.3%
CPT Camden Property Trust Reit CORP COMMON 0.1%
Value ($000) $116 Shares 700 Est. Cost $142.35 Unrealized +0.4%
ADBE Adobe INC CORP COMMON 0.1%
Value ($000) $114 Shares 250 Est. Cost $625.08 Unrealized -23.0%
SLV Ishares Silver Trust Etf 0.1%
Value ($000) $112 Shares 4,886 Est. Cost $21.57 Unrealized
MBB Ishares Mbs Etf 0.1%
Value ($000) $110 Shares 1,080 Est. Cost $107.00 Unrealized
DOCU Docusign INC CORP COMMON 0.1%
Value ($000) $110 Shares 1,029 Est. Cost $121.81 Unrealized -5.8%
QCOM Qualcomm, Inc. 0.1%
Value ($000) $105 Shares 685 Est. Cost $146.06 Unrealized +5.2%
IVE Ishares S&p 500 Value Etf 0.1%
Value ($000) $105 Shares 676 Est. Cost $156.80 Unrealized
VMBS Vanguard Mortgage-backed Secs Idx Fund Mortgage Backed Sec Etf 0.1%
Value ($000) $103 Shares 2,051 Est. Cost $52.66 Unrealized
Cerner Corp COMMON 0.1%
Value ($000) $102 Shares 1,089 Est. Cost $93.08 Unrealized
MSEX Middlesex Water CO CORP COMMON 0.1%
Value ($000) $102 Shares 967 Est. Cost $106.24 Unrealized -4.0%
OTIS Otis Worldwide Corp COMMON 0.1%
Value ($000) $101 Shares 1,317 Est. Cost $78.43 Unrealized -4.2%
FHI Federated Hermes INC CLASS B CORP COMMON 0.1%
Value ($000) $101 Shares 2,967 Est. Cost $29.32 Unrealized -1.1%
VYMI Vanguard Internatl High Div Yield Index Fund Internatnl Hgh Yld Etf 0.1%
Value ($000) $98 Shares 1,450 Est. Cost $67.25 Unrealized
CL Colgate Polmolive Co. 0.1%
Value ($000) $97 Shares 1,284 Est. Cost $70.92 Unrealized +2.0%
Vmware INC CLASS A CORP COMMON 0.1%
Value ($000) $97 Shares 851 Est. Cost $116.33 Unrealized
PEY Invesco High Yield Equity Dividend Achvrs Etf Invsc 0.1%
Value ($000) $96 Shares 4,400 Est. Cost $21.14 Unrealized
XEL Xcel Energy Common 0.1%
Value ($000) $95 Shares 1,316 Est. Cost $56.85 Unrealized +6.2%
MPC Marathon Petroleum Corp COMMON 0.1%
Value ($000) $91 Shares 1,063 Est. Cost $58.41 Unrealized +19.3%
PGR Progressive Corp COMMON 0.1%
Value ($000) $90 Shares 793 Est. Cost $85.78 Unrealized +14.8%
PKG Packaging Corp Amer Common 0.1%
Value ($000) $90 Shares 574 Est. Cost $118.44 Unrealized +9.5%
SCZ Ishares Msci Eafe Small Cap Index Fund Etf 0.1%
Value ($000) $90 Shares 1,356 Est. Cost $67.36 Unrealized
IWN Ishares Russell 2000 Value Etf 0.1%
Value ($000) $89 Shares 550 Est. Cost $165.45 Unrealized
LHX L3harris Technologies INC CORP COMMON 0.1%
Value ($000) $89 Shares 358 Est. Cost $203.52 Unrealized +5.5%
REM Ishares Mortgage Real Estate Etf 0.1%
Value ($000) $85 Shares 2,585 Est. Cost $34.57 Unrealized
DAL Delta Air Lines INC CORP COMMON 0.1%
Value ($000) $84 Shares 2,130 Est. Cost $38.51 Unrealized -1.6%
AXON Axon Enterprise INC CORP COMMON 0.0%
Value ($000) $80 Shares 580 Est. Cost $167.89 Unrealized -18.3%
CNS Cohen & Steers INC CORP COMMON 0.0%
Value ($000) $80 Shares 927 Est. Cost $80.62 Unrealized -9.7%
ILCB Ishares Morningstar US Equity Etf 0.0%
Value ($000) $80 Shares 1,268 Est. Cost $66.25 Unrealized
ORCL Oracle Corp. 0.0%
Value ($000) $79 Shares 950 Est. Cost $88.90 Unrealized -13.4%
DDOG Datadog INC CLASS A CORP COMMON 0.0%
Value ($000) $79 Shares 523 Est. Cost $169.72 Unrealized -13.8%
Modivcare INC CORP COMMON 0.0%
Value ($000) $78 Shares 675 Est. Cost $148.15 Unrealized
NVS Novartis Ag ADR Repsg 1 CORP COMMON 0.0%
Value ($000) $78 Shares 890 Est. Cost $87.64 Unrealized
LNTH Lantheus Holdings INC CORP COMMON 0.0%
Value ($000) $77 Shares 1,395 Est. Cost $26.60 Unrealized +41.1%
VCR Vanguard Consumer Discretionary Etf 0.0%
Value ($000) $77 Shares 252 Est. Cost $341.27 Unrealized
CMCSA Comcast Corp CLASS A COMMON 0.0%
Value ($000) $77 Shares 1,644 Est. Cost $46.14 Unrealized -7.1%
COR Amerisourcebergen Corp COMMON 0.0%
Value ($000) $77 Shares 500 Est. Cost $117.11 Unrealized +16.3%
PEG Public Service Enterprise Group INC CORP COMMON 0.0%
Value ($000) $77 Shares 1,100 Est. Cost $55.02 Unrealized +5.5%
SPHQ Invesco S&p 500 Quality Etf Invsc S P 0.0%
Value ($000) $76 Shares 1,521 Est. Cost $53.25 Unrealized
PLTR Palantir Technologies INC CLASS A CORP COMMON 0.0%
Value ($000) $74 Shares 5,400 Est. Cost $20.14 Unrealized -33.8%
ALL Allstate Common 0.0%
Value ($000) $74 Shares 531 Est. Cost $111.83 Unrealized +2.2%
VBK Vanguard Small-cap Growth Index Fund Small Cap Etf 0.0%
Value ($000) $72 Shares 290 Est. Cost $257.43 Unrealized
IVW Ishares Trust S & P500/bar S&p 500 Growth Etf 0.0%
Value ($000) $72 Shares 936 Est. Cost $83.33 Unrealized
FE Firstenergy Common 0.0%
Value ($000) $72 Shares 1,560 Est. Cost $32.61 Unrealized +10.7%
MGK Vanguard Mega Cap Growth Index Fund Etf 0.0%
Value ($000) $71 Shares 300 Est. Cost $252.22 Unrealized
CLX Clorox CO CORP COMMON 0.0%
Value ($000) $70 Shares 500 Est. Cost $145.62 Unrealized -7.5%
TT Trane Technologies Plc CORP COMMON 0.0%
Value ($000) $69 Shares 451 Est. Cost $178.56 Unrealized -12.8%
ZVRA Kempharm INC CORP COMMON 0.0%
Value ($000) $69 Shares 13,724 Est. Cost $8.87 Unrealized -28.2%
EW Edwards Lifesciences Corp COMMON 0.0%
Value ($000) $69 Shares 587 Est. Cost $116.64 Unrealized -3.8%
DVY Ishares Select Dividend Etf 0.0%
Value ($000) $68 Shares 530 Est. Cost $122.64 Unrealized
Z Zillow Group INC CLASS C CORP COMMON 0.0%
Value ($000) $68 Shares 1,376 Est. Cost $72.06 Unrealized -25.4%
HBAN Huntington Bancshares INC CORP COMMON 0.0%
Value ($000) $68 Shares 4,623 Est. Cost $13.03 Unrealized +0.3%
Twitter INC CORP COMMON 0.0%
Value ($000) $68 Shares 1,763 Est. Cost $43.07 Unrealized
AMD Advanced Micro Devices INC CORP COMMON 0.0%
Value ($000) $67 Shares 615 Est. Cost $121.21 Unrealized -1.5%
CPRI Capri Holdings Ltd CORP COMMON 0.0%
Value ($000) $67 Shares 1,300 Est. Cost $59.20 Unrealized +1.2%
PSX Phillips 66 CORP COMMON 0.0%
Value ($000) $66 Shares 766 Est. Cost $64.72 Unrealized +12.5%
Adams Resources & Energy INC And CORP COMMON 0.0%
Value ($000) $64 Shares 1,650 Est. Cost $27.88 Unrealized
CNC Centene Corp COMMON 0.0%
Value ($000) $63 Shares 750 Est. Cost $73.27 Unrealized +11.9%
Renewable Energy Group INC CORP COMMON 0.0%
Value ($000) $63 Shares 1,033 Est. Cost $42.59 Unrealized
RSP Invesco S&p 500 Eql Wght Etf Invsc S P Equal Weight 0.0%
Value ($000) $63 Shares 397 Est. Cost $163.73 Unrealized
ELV Anthem, Inc 0.0%
Value ($000) $60 Shares 122 Est. Cost $397.15 Unrealized +8.9%
D Dominion Energy INC CORP COMMON 0.0%
Value ($000) $59 Shares 694 Est. Cost $62.13 Unrealized +7.7%
ACN Accenture Plc CLASS A CORP COMMON 0.0%
Value ($000) $59 Shares 175 Est. Cost $343.31 Unrealized -7.2%
EFX Equifax INC CORP COMMON 0.0%
Value ($000) $59 Shares 250 Est. Cost $270.17 Unrealized -15.2%
GPRE Green Plains INC CORP COMMON 0.0%
Value ($000) $58 Shares 1,856 Est. Cost $37.18 Unrealized -15.6%
TFX Teleflex INC CORP COMMON 0.0%
Value ($000) $58 Shares 164 Est. Cost $330.52 Unrealized -3.2%
USMV Ishares Msci Usa Min Vol Factor Etf Fctr 0.0%
Value ($000) $57 Shares 729 Est. Cost $80.93 Unrealized
VXF Vanguard Extended Markets Index Fund Market Etf 0.0%
Value ($000) $57 Shares 346 Est. Cost $177.67 Unrealized
SAFT Safety Insurance Group INC CORP COMMON 0.0%
Value ($000) $57 Shares 625 Est. Cost $80.23 Unrealized +6.4%
EBND Spdr Bloomberg Emerging Markets Local Bond Etf Bloombg Emg Mrkt Lcl Bnd 0.0%
Value ($000) $56 Shares 2,450 Est. Cost $24.56 Unrealized
DEO Diageo Plc ADR Rep 4 CORP COMMON 0.0%
Value ($000) $55 Shares 269 Est. Cost $219.33 Unrealized
EVRG Evergy INC CORP COMMON 0.0%
Value ($000) $55 Shares 808 Est. Cost $54.86 Unrealized -0.0%
ITA Ishares Dow Jones US Aerospace And Defense Index Fund Etf 0.0%
Value ($000) $55 Shares 500 Est. Cost $103.09 Unrealized
WMB Williams Companies INC CORP COMMON 0.0%
Value ($000) $54 Shares 1,614 Est. Cost $22.75 Unrealized +12.3%
EXC Exelon Corp COMMON 0.0%
Value ($000) $54 Shares 1,124 Est. Cost $32.52 Unrealized +13.2%
CHD Church & Dwight CO INC And CORP COMMON 0.0%
Value ($000) $54 Shares 539 Est. Cost $86.37 Unrealized +10.1%
TSN Tyson Foods INC CLASS A CORP COMMON 0.0%
Value ($000) $54 Shares 600 Est. Cost $72.11 Unrealized +11.5%
GM General Motors CO CORP COMMON 0.0%
Value ($000) $54 Shares 1,233 Est. Cost $56.36 Unrealized -14.5%
C Citigroup INC CORP COMMON 0.0%
Value ($000) $54 Shares 1,010 Est. Cost $57.18 Unrealized -6.4%
XMMO Invesco S And P Midcap Momentum Etf Momntm 0.0%
Value ($000) $53 Shares 609 Est. Cost $90.31 Unrealized
SLRC Slr Investment Corp COMMON 0.0%
Value ($000) $52 Shares 2,850 Est. Cost $12.38 Unrealized -2.4%
IGIB Ishares 5-10 Yr Investment Grade Corporate Bd Etf Trt Is Inv Gr Cr 0.0%
Value ($000) $52 Shares 950 Est. Cost $58.95 Unrealized
VPL Vanguard Msci Pacific Etf Ftse 0.0%
Value ($000) $52 Shares 700 Est. Cost $77.50 Unrealized
CCL Carnival Corp COMMON 0.0%
Value ($000) $51 Shares 2,505 Est. Cost $21.39 Unrealized -5.5%
Avangrid INC CORP COMMON 0.0%
Value ($000) $50 Shares 1,075 Est. Cost $50.23 Unrealized
AWK American Water Works Company INC CORP COMMON 0.0%
Value ($000) $50 Shares 300 Est. Cost $160.41 Unrealized -8.9%
CIEN Ciena Corp COMMON 0.0%
Value ($000) $49 Shares 800 Est. Cost $61.70 Unrealized +6.1%
CMG Chipotle Mexican Grill INC CORP COMMON 0.0%
Value ($000) $49 Shares 31 Est. Cost $35.21 Unrealized -14.5%
AAXJ Ishares Msci All Country Asia Ex Japan Etf Count Asa Jp 0.0%
Value ($000) $49 Shares 655 Est. Cost $82.44 Unrealized
HRL Hormel Foods Corp COMMON 0.0%
Value ($000) $48 Shares 925 Est. Cost $38.61 Unrealized +12.3%
DNP Select Income Fund Inc. 0.0%
Value ($000) $47 Shares 4,000 Est. Cost $10.75 Unrealized
Aurora Cannabis INC CORP COMMON 0.0%
Value ($000) $47 Shares 11,795 Est. Cost $5.43 Unrealized
PRI Primerica INC CORP COMMON 0.0%
Value ($000) $47 Shares 343 Est. Cost $158.57 Unrealized -10.5%
MGM Mgm Resorts International CORP COMMON 0.0%
Value ($000) $46 Shares 1,100 Est. Cost $44.88 Unrealized -4.2%
ILCV Ishares Morningstar Value Etf 0.0%
Value ($000) $46 Shares 668 Est. Cost $68.86 Unrealized
NCLH Norwegian Cruise Line Holdings Ltd CORP COMMON 0.0%
Value ($000) $45 Shares 2,050 Est. Cost $23.15 Unrealized -11.7%
Lam Research Corp COMMON 0.0%
Value ($000) $45 Shares 84 Est. Cost $714.29 Unrealized
Juniper Networks Common 0.0%
Value ($000) $45 Shares 1,200 Est. Cost $35.83 Unrealized
ISRG Intuitive Surgical INC CORP COMMON 0.0%
Value ($000) $45 Shares 150 Est. Cost $344.06 Unrealized -15.1%
STT State Street Corp COMMON 0.0%
Value ($000) $44 Shares 500 Est. Cost $81.66 Unrealized -0.8%
EWU Ishares Msci United Kingdom Etf Kingdome 0.0%
Value ($000) $44 Shares 1,300 Est. Cost $33.85 Unrealized
VONG Vanguard Russell 1000 Growth Etf 0.0%
Value ($000) $43 Shares 600 Est. Cost $76.94 Unrealized
IDXX Idexx Laboratories INC CORP COMMON 0.0%
Value ($000) $43 Shares 78 Est. Cost $627.75 Unrealized -16.2%
SDY Spdr S&p Dividend Etf 0.0%
Value ($000) $43 Shares 338 Est. Cost $130.18 Unrealized
WPC Wp Carey INC W P Reit CORP COMMON 0.0%
Value ($000) $42 Shares 518 Est. Cost $83.01 Unrealized
PH Parker-hannifin Corp Parker Hannifin COMMON 0.0%
Value ($000) $42 Shares 147 Est. Cost $292.73 Unrealized -2.2%
IWS Ishares Russell Mid-cap Value Etf Mid Cap 0.0%
Value ($000) $42 Shares 350 Est. Cost $122.86 Unrealized
OKE Oneok INC CORP COMMON 0.0%
Value ($000) $42 Shares 600 Est. Cost $50.02 Unrealized +4.0%
CNP Centerpoint Energy INC CORP COMMON 0.0%
Value ($000) $41 Shares 1,325 Est. Cost $24.02 Unrealized +5.8%
HAL Halliburton CO CORP COMMON 0.0%
Value ($000) $39 Shares 1,036 Est. Cost $21.79 Unrealized +37.0%
ATLO Ames National Cdt-com 0.0%
Value ($000) $37 Shares 1,500 Est. Cost $19.85 Unrealized +2.3%
VNQI Vanguard Global Ex-us Real Estate Index FUND Glbal Ex US Etf 0.0%
Value ($000) $36 Shares 700 Est. Cost $54.29 Unrealized
IDEV Ishares Core Msci International Developed Mkt Etf Intrl Dvlp 0.0%
Value ($000) $36 Shares 572 Est. Cost $68.18 Unrealized
MUB Ishares National Muni Bond Etf 0.0%
Value ($000) $36 Shares 332 Est. Cost $117.47 Unrealized
MCO Moody's Corp Moodys COMMON 0.0%
Value ($000) $36 Shares 106 Est. Cost $372.33 Unrealized -12.7%
NFLX Netflix INC CORP COMMON 0.0%
Value ($000) $36 Shares 97 Est. Cost $54.71 Unrealized -23.9%
PB Prosperity Bancshares INC CORP COMMON 0.0%
Value ($000) $35 Shares 500 Est. Cost $64.32 Unrealized +0.4%
VOX Vanguard Communication Services Index Fund Etf 0.0%
Value ($000) $34 Shares 285 Est. Cost $129.58 Unrealized
PDBC Invesco Optimum Yld Dvsfd Cmd Str No K-1 Etf Invsc Actvly Mng Optm Yd Dvrs 0.0%
Value ($000) $34 Shares 1,946 Est. Cost $13.87 Unrealized
ZTS Zoetis INC CLASS A CORP COMMON 0.0%
Value ($000) $34 Shares 182 Est. Cost $210.50 Unrealized -9.6%
KREF Kkr Real Estate Finance Trust INC CORP COMMON 0.0%
Value ($000) $33 Shares 1,600 Est. Cost $21.05 Unrealized
DTE Dte Energy CO CORP COMMON 0.0%
Value ($000) $33 Shares 250 Est. Cost $99.45 Unrealized +7.5%
OPLN Kar Auction Services INC CORP COMMON 0.0%
Value ($000) $33 Shares 1,841 Est. Cost $15.31 Unrealized +4.7%
AON Aon Plc CLASS A CORP COMMON 0.0%
Value ($000) $33 Shares 100 Est. Cost $290.95 Unrealized -2.8%
QSR Restaurant Brands International INC Intrnational CORP COMMON 0.0%
Value ($000) $32 Shares 550 Est. Cost $58.94 Unrealized -3.5%
SPIB Spdr Portfolio Intermediate Term Corporate Bd Etf Intrmdt Trm Crprate Bnd 0.0%
Value ($000) $32 Shares 931 Est. Cost $36.52 Unrealized
ETN Eaton Corporation Plc CORP COMMON 0.0%
Value ($000) $31 Shares 202 Est. Cost $155.46 Unrealized -5.2%
XYZ Block INC CLASS A CORP COMMON 0.0%
Value ($000) $31 Shares 225 Est. Cost $187.80 Unrealized -35.5%
MDU Mdu Resources Group INC CORP COMMON 0.0%
Value ($000) $31 Shares 1,155 Est. Cost $9.99 Unrealized -5.4%
TTC Toro CO CORP COMMON 0.0%
Value ($000) $31 Shares 366 Est. Cost $99.58 Unrealized -6.5%
TFC Truist Financial Corp COMMON 0.0%
Value ($000) $31 Shares 550 Est. Cost $49.71 Unrealized +1.9%
BJ Bj's Wholesale Club Holdings INC Bjs Hold CORP COMMON 0.0%
Value ($000) $30 Shares 450 Est. Cost $62.43 Unrealized +0.6%
OLLI Ollie's Bargain Outlet Holdings INC Ollies Hldg CORP COMMON 0.0%
Value ($000) $30 Shares 700 Est. Cost $58.59 Unrealized -23.8%
ABNB Airbnb INC CLASS A CORP COMMON 0.0%
Value ($000) $30 Shares 174 Est. Cost $174.17 Unrealized -8.6%
TRN Trinity Industries INC CORP COMMON 0.0%
Value ($000) $29 Shares 850 Est. Cost $24.11 Unrealized +8.7%
PNW Pinnacle West Capital Corp COMMON 0.0%
Value ($000) $29 Shares 365 Est. Cost $55.84 Unrealized +8.1%
TDOC Teladoc Health INC CORP COMMON 0.0%
Value ($000) $29 Shares 400 Est. Cost $119.52 Unrealized -39.7%
Walgreens Boots Alliance INC Walgreen CORP COMMON 0.0%
Value ($000) $28 Shares 632 Est. Cost $52.22 Unrealized
ALB Albemarle Corp COMMON 0.0%
Value ($000) $28 Shares 125 Est. Cost $234.79 Unrealized -14.5%
PAA Plains All American Pipeline Lp Unt 0.0%
Value ($000) $27 Shares 2,550 Est. Cost $9.41 Unrealized
Hess Corp COMMON 0.0%
Value ($000) $27 Shares 248 Est. Cost $74.68 Unrealized
TOWN Towne Bank CORP COMMON 0.0%
Value ($000) $27 Shares 900 Est. Cost $31.86 Unrealized -1.2%
MRNA Moderna INC CORP COMMON 0.0%
Value ($000) $26 Shares 150 Est. Cost $292.38 Unrealized -42.4%
IGV Ishares Expanded Tech-software Sector Etf Tech Stw Sctr 0.0%
Value ($000) $26 Shares 74 Est. Cost $391.89 Unrealized
KMI Kinder Morgan INC CLASS P CORP COMMON 0.0%
Value ($000) $26 Shares 1,353 Est. Cost $13.34 Unrealized +6.3%
AROW Arrow Financial Corp COMMON 0.0%
Value ($000) $26 Shares 800 Est. Cost $28.84 Unrealized -1.3%
PSLV Sprott Physical Silver Trust Etv 0.0%
Value ($000) $26 Shares 3,000 Est. Cost $8.00 Unrealized
AJG Gallagher, Arthur J. & Co. 0.0%
Value ($000) $26 Shares 150 Est. Cost $153.40 Unrealized 0.0%
AMT American Tower Corp Reit 0.0%
Value ($000) $25 Shares 100 Est. Cost $239.48 Unrealized -10.3%
ROK Rockwell Automation INC Automat CORP COMMON 0.0%
Value ($000) $25 Shares 90 Est. Cost $297.01 Unrealized -9.7%
AVGO Broadcom INC CORP COMMON 0.0%
Value ($000) $25 Shares 40 Est. Cost $51.79 Unrealized +6.4%
DHX Dhi Group INC CORP COMMON 0.0%
Value ($000) $25 Shares 4,139 Est. Cost $5.29 Unrealized +8.3%
LEN Lennar Corp CLASS A COMMON 0.0%
Value ($000) $24 Shares 300 Est. Cost $96.09 Unrealized -11.6%
RACE Ferrari Nv CORP COMMON 0.0%
Value ($000) $24 Shares 110 Est. Cost $223.26 Unrealized 0.0%
IHF Ishares U.s. Healthcare Providers Etf US Pro 0.0%
Value ($000) $24 Shares 85 Est. Cost $294.12 Unrealized
XMLV Invesco S&p Midcap Low Volatility Etf Invsc S P 0.0%
Value ($000) $24 Shares 427 Est. Cost $58.55 Unrealized
CRWD Crowdstrike Holdings INC CLASS A CORP COMMON 0.0%
Value ($000) $24 Shares 104 Est. Cost $243.61 Unrealized -23.5%
VTI Vanguard Idx Fund Total Stock Market Etf 0.0%
Value ($000) $23 Shares 100 Est. Cost $230.00 Unrealized
SHOP Shopify INC CLASS A Sub Vtg CORP COMMON 0.0%
Value ($000) $23 Shares 34 Est. Cost $108.46 Unrealized -24.3%
UEC Uranium Energy Corp COMMON 0.0%
Value ($000) $23 Shares 4,960 Est. Cost $3.85 Unrealized -4.4%
ES Eversource Energy CORP COMMON 0.0%
Value ($000) $22 Shares 250 Est. Cost $72.67 Unrealized +0.3%
AGM Federal Agricultural Mortgage Corp Agricultur CLASS C COMMON 0.0%
Value ($000) $22 Shares 200 Est. Cost $107.94 Unrealized +0.1%
PEBO Peoples Bancorp INC People CORP COMMON 0.0%
Value ($000) $22 Shares 700 Est. Cost $32.14 Unrealized +0.9%
LQD IShares Trust Goldman Sacsh $ Investop Corp Bond Fund 0.0%
Value ($000) $22 Shares 185 Est. Cost $135.14 Unrealized
VIOG Vanguard S&p Small-cap 600 Growth Index Fund Small Cap Grwth Etf 0.0%
Value ($000) $22 Shares 100 Est. Cost $220.00 Unrealized
VONE Vanguard Russell 1000 Index Fund Etf 0.0%
Value ($000) $21 Shares 100 Est. Cost $210.00 Unrealized
RBLX Roblox Corp CLASS A COMMON 0.0%
Value ($000) $21 Shares 450 Est. Cost $84.88 Unrealized -28.9%
DHR Danaher Corp. 0.0%
Value ($000) $21 Shares 70 Est. Cost $249.21 Unrealized -1.4%
Tilray Brands INC CLASS 2 CORP COMMON 0.0%
Value ($000) $21 Shares 2,669 Est. Cost $7.74 Unrealized
XSLV Invesco S&p Smallcap Low Volatility Etf Invsc S P Volatilty 0.0%
Value ($000) $21 Shares 426 Est. Cost $51.64 Unrealized
Luminar Technologies INC CLASS A CORP COMMON 0.0%
Value ($000) $21 Shares 1,350 Est. Cost $16.76 Unrealized
IR Ingersoll Rand INC CORP COMMON 0.0%
Value ($000) $20 Shares 397 Est. Cost $56.66 Unrealized -5.9%
VRTX Vertex Pharmaceuticals INC CORP COMMON 0.0%
Value ($000) $20 Shares 75 Est. Cost $194.45 Unrealized +22.0%
VTHR Vanguard Russell 3000 Etf 0.0%
Value ($000) $20 Shares 100 Est. Cost $200.00 Unrealized
AEM Agnico Eagle Mines Ltd CORP COMMON 0.0%
Value ($000) $19 Shares 317 Est. Cost $49.03 Unrealized 0.0%
EBF Ennis INC CORP COMMON 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $14.00 Unrealized -1.4%
WTRG Essential Utilities INC CORP COMMON 0.0%
Value ($000) $19 Shares 380 Est. Cost $48.56 Unrealized -0.6%
IVOG Vanguard S&p Mid-cap 400 Growth Index Fund Mid Cap Etf 0.0%
Value ($000) $19 Shares 100 Est. Cost $190.00 Unrealized
TJX Tjx Companies INC CORP COMMON 0.0%
Value ($000) $19 Shares 316 Est. Cost $65.27 Unrealized -3.1%
MLAB Mesa Laboratories INC CORP COMMON 0.0%
Value ($000) $19 Shares 75 Est. Cost $307.32 Unrealized -13.4%
HE Hawaiian Electric Industries INC CORP COMMON 0.0%
Value ($000) $19 Shares 456 Est. Cost $40.58 Unrealized +2.6%
Spirit Airlines INC CORP COMMON 0.0%
Value ($000) $19 Shares 855 Est. Cost $22.22 Unrealized
GLW Corning Inc. 0.0%
Value ($000) $18 Shares 476 Est. Cost $33.34 Unrealized +4.8%
CDE Coeur Mining INC CORP COMMON 0.0%
Value ($000) $18 Shares 4,000 Est. Cost $6.01 Unrealized -20.7%
ZM Zoom Video Communications INC CLASS A CORP COMMON 0.0%
Value ($000) $18 Shares 155 Est. Cost $235.14 Unrealized -42.2%
TM Toyota Motor Corp - Adr 0.0%
Value ($000) $18 Shares 100 Est. Cost $190.00 Unrealized
TKR Timken CO CORP COMMON 0.0%
Value ($000) $18 Shares 300 Est. Cost $70.09 Unrealized -5.2%
UBSI United Bankshares INC CORP COMMON 0.0%
Value ($000) $17 Shares 500 Est. Cost $36.81 Unrealized -1.3%
FSLR First Solar INC CORP COMMON 0.0%
Value ($000) $17 Shares 200 Est. Cost $102.83 Unrealized -25.5%
PPL PPL Corp COMMON 0.0%
Value ($000) $17 Shares 577 Est. Cost $24.94 Unrealized -1.0%
KR Kroger CO CORP COMMON 0.0%
Value ($000) $17 Shares 300 Est. Cost $38.48 Unrealized +18.6%
BOKF Bok Financial Corp COMMON 0.0%
Value ($000) $17 Shares 176 Est. Cost $92.25 Unrealized +1.0%
WPM Wheaton Precious Metals Corp COMMON 0.0%
Value ($000) $17 Shares 350 Est. Cost $41.64 Unrealized 0.0%
YUM Yum! Brands INC Yum CORP COMMON 0.0%
Value ($000) $16 Shares 137 Est. Cost $118.20 Unrealized -3.2%
DLTR Dollar Tree INC CORP COMMON 0.0%
Value ($000) $16 Shares 100 Est. Cost $121.46 Unrealized +16.5%
PENN Penn National Gaming INC CORP COMMON 0.0%
Value ($000) $16 Shares 375 Est. Cost $60.63 Unrealized -24.6%
LW Lamb Weston Holdings INC CORP COMMON 0.0%
Value ($000) $16 Shares 267 Est. Cost $53.78 Unrealized +8.1%
SLVP Ishares Msci Global Silver And Metals Miners Etf Msi Glbl Silr Metl Minr 0.0%
Value ($000) $16 Shares 1,100 Est. Cost $12.73 Unrealized
MGC Vanguard Mega Cap Index Fund Etf 0.0%
Value ($000) $16 Shares 100 Est. Cost $160.00 Unrealized
XLK Technology Select Sector Spdr Fund Etf 0.0%
Value ($000) $16 Shares 100 Est. Cost $160.00 Unrealized
BMRN Biomarin Pharmaceutical INC CORP COMMON 0.0%
Value ($000) $15 Shares 200 Est. Cost $82.51 Unrealized +1.4%
IP International Paper CO CORP COMMON 0.0%
Value ($000) $15 Shares 325 Est. Cost $41.02 Unrealized -5.8%
CC Chemours CO CORP COMMON 0.0%
Value ($000) $15 Shares 475 Est. Cost $26.84 Unrealized +1.1%
YORW York Water CO CORP COMMON 0.0%
Value ($000) $15 Shares 340 Est. Cost $43.40 Unrealized -5.9%
QUAL Ishares Msci Usa Quality Factor Etf Qlty Fact 0.0%
Value ($000) $15 Shares 114 Est. Cost $149.12 Unrealized
KHC Kraft Heinz CO CORP COMMON 0.0%
Value ($000) $15 Shares 373 Est. Cost $29.49 Unrealized +5.2%
GOVT Ishares US Treasury Bond Etf 0.0%
Value ($000) $15 Shares 600 Est. Cost $26.67 Unrealized
Cdk Global INC CORP COMMON 0.0%
Value ($000) $15 Shares 316 Est. Cost $41.14 Unrealized
EQX Equinox Gold Corp COMMON 0.0%
Value ($000) $14 Shares 1,680 Est. Cost $7.30 Unrealized -3.7%
CRNC Cerence INC CORP COMMON 0.0%
Value ($000) $14 Shares 400 Est. Cost $88.18 Unrealized -44.2%
EOG Eog Resources INC CORP COMMON 0.0%
Value ($000) $14 Shares 115 Est. Cost $73.31 Unrealized +27.5%
Etfmg Prime Junior Silver Miners Etf Silvr Mnrs 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $12.00 Unrealized
CME Cme Group INC CLASS A CORP COMMON 0.0%
Value ($000) $14 Shares 60 Est. Cost $184.82 Unrealized +8.6%
RGLD Royal Gold INC CORP COMMON 0.0%
Value ($000) $14 Shares 100 Est. Cost $100.83 Unrealized +15.9%
BEN Franklin Resources INC CORP COMMON 0.0%
Value ($000) $14 Shares 500 Est. Cost $26.58 Unrealized -6.4%
TMUS T-mobile US INC T Mobile CORP COMMON 0.0%
Value ($000) $13 Shares 103 Est. Cost $113.68 Unrealized +1.2%
Vector Group Ltd CORP COMMON 0.0%
Value ($000) $13 Shares 1,061 Est. Cost $11.31 Unrealized
BSV Vanguard Short-term Bond Index Fund Etf 0.0%
Value ($000) $13 Shares 172 Est. Cost $81.40 Unrealized
SON Sonoco Products CO CORP COMMON 0.0%
Value ($000) $13 Shares 214 Est. Cost $51.08 Unrealized -2.4%
WELL Welltower INC CORP COMMON 0.0%
Value ($000) $13 Shares 132 Est. Cost $75.03 Unrealized +4.9%
VFMO Vanguard US Momentum Factor Etf 0.0%
Value ($000) $13 Shares 100 Est. Cost $130.00 Unrealized
TFSL Tfs Financial Corp COMMON 0.0%
Value ($000) $13 Shares 800 Est. Cost $13.50 Unrealized -8.4%
TD Toronto-dominion Bank Toronto Dominion CORP COMMON 0.0%
Value ($000) $12 Shares 153 Est. Cost $72.90 Unrealized +10.5%
TSCO Tractor Supply CO CORP COMMON 0.0%
Value ($000) $12 Shares 50 Est. Cost $40.72 Unrealized +1.4%
MXL Maxlinear INC CORP COMMON 0.0%
Value ($000) $12 Shares 200 Est. Cost $64.03 Unrealized -4.9%
Mag Silver Corp COMMON 0.0%
Value ($000) $12 Shares 740 Est. Cost $16.22 Unrealized
INCY Incyte Corp COMMON 0.0%
Value ($000) $12 Shares 147 Est. Cost $67.41 Unrealized +7.9%
MFC Manulife Financial Corp COMMON 0.0%
Value ($000) $12 Shares 539 Est. Cost $19.36 Unrealized +5.9%
MGA Magna International INC CORP COMMON 0.0%
Value ($000) $12 Shares 188 Est. Cost $70.50 Unrealized -8.5%
FNV Franco-nevada Corp Franco Nevada COMMON 0.0%
Value ($000) $12 Shares 75 Est. Cost $133.03 Unrealized +4.4%
Barrick Gold Corp COMMON 0.0%
Value ($000) $12 Shares 500 Est. Cost $20.00 Unrealized
BMO Bank Of Montreal CORP COMMON 0.0%
Value ($000) $12 Shares 100 Est. Cost $98.30 Unrealized 0.0%
MDY Spdr S&p Midcap 400 Etf 0.0%
Value ($000) $12 Shares 25 Est. Cost $520.00 Unrealized
XLF Financial Select Sector Spdr Fund Str Etf 0.0%
Value ($000) $12 Shares 300 Est. Cost $40.00 Unrealized
CVBF Cvb Financial Corp COMMON 0.0%
Value ($000) $12 Shares 500 Est. Cost $17.24 Unrealized +13.8%
NXE Nexgen Energy Ltd CORP COMMON 0.0%
Value ($000) $12 Shares 2,185 Est. Cost $5.14 Unrealized -6.6%
FAST Fastenal CO CORP 0.0%
Value ($000) $12 Shares 200 Est. Cost $26.67 Unrealized -4.7%
Silvercrest Metals INC CORP COMMON 0.0%
Value ($000) $12 Shares 1,320 Est. Cost $7.58 Unrealized
Blackrock INC CORP COMMON 0.0%
Value ($000) $12 Shares 16 Est. Cost $937.50 Unrealized
SJM J M Smucker CO JM CORP COMMON 0.0%
Value ($000) $12 Shares 85 Est. Cost $111.01 Unrealized +7.7%
ENPH Enphase Energy INC CORP COMMON 0.0%
Value ($000) $12 Shares 58 Est. Cost $208.64 Unrealized -24.7%
PAAS Pan American Silver Corp Amer COMMON 0.0%
Value ($000) $12 Shares 430 Est. Cost $25.19 Unrealized -2.2%
VFQY Vanguard US Quality Factor Etf 0.0%
Value ($000) $12 Shares 100 Est. Cost $120.00 Unrealized
OCFC Oceanfirst Financial Corp COMMON 0.0%
Value ($000) $12 Shares 600 Est. Cost $17.99 Unrealized +3.0%
EMXC Ishares Msci Emerging Markets Ex China Etf 0.0%
Value ($000) $12 Shares 200 Est. Cost $60.00 Unrealized
Southstate Corp COMMON 0.0%
Value ($000) $12 Shares 150 Est. Cost $80.00 Unrealized
AOSL Alpha And Omega Semiconductor Ltd CORP COMMON 0.0%
Value ($000) $11 Shares 200 Est. Cost $43.30 Unrealized +20.1%
Paramount Global CLASS B CORP COMMON 0.0%
Value ($000) $11 Shares 285 Est. Cost $34.60 Unrealized
Vanguard US Liquidity Factor Etf 0.0%
Value ($000) $11 Shares 100 Est. Cost $110.00 Unrealized
VRSK Verisk Analytics INC CORP COMMON 0.0%
Value ($000) $11 Shares 50 Est. Cost $212.40 Unrealized -9.5%
Cedar Fair Lp Unt 0.0%
Value ($000) $11 Shares 200 Est. Cost $50.00 Unrealized
Lazard Ltd CLASS A CORP COMMON 0.0%
Value ($000) $11 Shares 305 Est. Cost $43.24 Unrealized
NIO Nio INC Ads Rep 1 CLASS A CORP COMMON 0.0%
Value ($000) $11 Shares 500 Est. Cost $28.80 Unrealized
New York Community Bancorp INC CORP COMMON 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $12.50 Unrealized
NWL Newell Brands INC CORP COMMON 0.0%
Value ($000) $11 Shares 500 Est. Cost $18.71 Unrealized +3.4%
TAP Molson Coors Beverage CO Compa CLASS B CORP COMMON 0.0%
Value ($000) $11 Shares 200 Est. Cost $40.32 Unrealized +10.7%
JETS US Global Jets Etf 0.0%
Value ($000) $11 Shares 500 Est. Cost $22.00 Unrealized
SCHX Schwab US Large-cap Etf Large Cap 0.0%
Value ($000) $11 Shares 200 Est. Cost $55.00 Unrealized
SYNA Synaptics INC CORP COMMON 0.0%
Value ($000) $11 Shares 55 Est. Cost $238.88 Unrealized -7.2%
MGV Vanguard Mega Cap 300 Value Index Fund Etf 0.0%
Value ($000) $11 Shares 100 Est. Cost $110.00 Unrealized
SCHD Schwab US Dividend Equity Etf 0.0%
Value ($000) $10 Shares 125 Est. Cost $80.00 Unrealized
RCL Royal Caribbean Cruises Ltd Group CORP COMMON 0.0%
Value ($000) $10 Shares 120 Est. Cost $79.83 Unrealized -3.1%
FCX Freeport-mcmoran INC Freeport Mcmoran CORP COMMON 0.0%
Value ($000) $10 Shares 200 Est. Cost $37.30 Unrealized +12.2%
OXY Occidental Petroleum Corp COMMON 0.0%
Value ($000) $10 Shares 170 Est. Cost $29.61 Unrealized +41.1%
SNOW Snowflake Inc. CLASS A CORP COMMON 0.0%
Value ($000) $10 Shares 45 Est. Cost $278.49 Unrealized -7.2%
CPB Campbell Soup CO CORP COMMON 0.0%
Value ($000) $10 Shares 215 Est. Cost $36.19 Unrealized +7.2%
VFMV Vanguard US Minimum Volatility Etf Volatilty 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.00 Unrealized
IWP Ishares Russell Mid-cap Growth Etf Mid Cap 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.00 Unrealized
Easterly Government Properties INC CORP COMMON 0.0%
Value ($000) $10 Shares 450 Est. Cost $22.22 Unrealized
IYW Ishares Trust Dj US Technology Etf 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.00 Unrealized
CAH Cardinal Health INC CORP COMMON 0.0%
Value ($000) $10 Shares 180 Est. Cost $44.62 Unrealized +10.2%
LVS Las Vegas Sands Corp COMMON 0.0%
Value ($000) $10 Shares 245 Est. Cost $36.70 Unrealized +7.9%
VSH Vishay Intertechnology INC Intertech CORP COMMON 0.0%
Value ($000) $10 Shares 523 Est. Cost $18.84 Unrealized -1.4%
NGVT Ingevity Corp COMMON 0.0%
Value ($000) $10 Shares 160 Est. Cost $76.05 Unrealized -12.0%
Interpublic Group Of Companies INC CORP COMMON 0.0%
Value ($000) $9 Shares 257 Est. Cost $31.06 Unrealized -0.1%
TMO Thermo Fisher Scientific INC CORP COMMON 0.0%
Value ($000) $9 Shares 15 Est. Cost $617.25 Unrealized -8.0%
MAA Mid-america Apartment Communities INC Mid America Apt Communiti Reit CORP COMMON 0.0%
Value ($000) $9 Shares 41 Est. Cost $178.27 Unrealized +1.8%
XLB Materials Sector SPDR Trust 0.0%
Value ($000) $9 Shares 100 Est. Cost $90.00 Unrealized
KCE Spdr S&p Capital Markets Etf 0.0%
Value ($000) $9 Shares 100 Est. Cost $90.00 Unrealized
AEE Ameren Corp 0.0%
Value ($000) $9 Shares 100 Est. Cost $75.02 Unrealized +3.7%
BCE Bce INC CORP COMMON 0.0%
Value ($000) $9 Shares 155 Est. Cost $38.02 Unrealized +5.2%
LIT Global X Lithium & Battery Tech Etf 0.0%
Value ($000) $9 Shares 120 Est. Cost $83.33 Unrealized
SMG Scotts Miracle-gro CO Miracle Gro CORP COMMON 0.0%
Value ($000) $9 Shares 72 Est. Cost $130.23 Unrealized -9.2%
FLOT Ishares Floating Rate Bond Etf 0.0%
Value ($000) $9 Shares 180 Est. Cost $50.00 Unrealized
APD Air Products And Chemicals INC CORP COMMON 0.0%
Value ($000) $9 Shares 36 Est. Cost $263.65 Unrealized -12.0%
NICE Nice Ltd ADR Rep 1 CORP COMMON 0.0%
Value ($000) $9 Shares 40 Est. Cost $300.00 Unrealized
YUMC Yum China Holdings INC CORP COMMON 0.0%
Value ($000) $9 Shares 204 Est. Cost $54.25 Unrealized -13.2%
NEAR Blackrock Short Maturity Bond Etf 0.0%
Value ($000) $9 Shares 174 Est. Cost $51.72 Unrealized
Etfmg Prime Cyber Security Etf 0.0%
Value ($000) $9 Shares 160 Est. Cost $62.50 Unrealized
EMX Emx Royalty Corp COMMON 0.0%
Value ($000) $9 Shares 4,350 Est. Cost $2.07 Unrealized
VXUS Vanguard Total International Stock Index Fund Stk Etf 0.0%
Value ($000) $9 Shares 157 Est. Cost $63.69 Unrealized
Alleghany Corp COMMON 0.0%
Value ($000) $9 Shares 10 Est. Cost $900.00 Unrealized
OHI Omega Healthcare Investors INC Reit CORP COMMON 0.0%
Value ($000) $8 Shares 270 Est. Cost $29.63 Unrealized
AGI Alamos Gold INC CLASS A CORP COMMON 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $7.49 Unrealized -2.2%
IYR Ishares US Real Estate Etf 0.0%
Value ($000) $8 Shares 76 Est. Cost $118.42 Unrealized
THO Thor Industries INC CORP COMMON 0.0%
Value ($000) $8 Shares 100 Est. Cost $84.50 Unrealized 0.0%
Howard Hughes Corp COMMON 0.0%
Value ($000) $8 Shares 79 Est. Cost $101.27 Unrealized
SCHF Schwab International Equity Etf 0.0%
Value ($000) $8 Shares 225 Est. Cost $40.00 Unrealized
FDIS Fidelity Msci Consumer Discretionary Index Etf Cons Discr Indx 0.0%
Value ($000) $8 Shares 100 Est. Cost $80.00 Unrealized
SLYG Spdr Dj Wilshire Small Cap Growth Etf S&p 600 0.0%
Value ($000) $8 Shares 100 Est. Cost $80.00 Unrealized
GRMN Garmin Ltd CORP COMMON 0.0%
Value ($000) $8 Shares 68 Est. Cost $115.78 Unrealized -4.9%
XLP Consumer Staples Select Sector Spdr Fund Etf 0.0%
Value ($000) $8 Shares 100 Est. Cost $80.00 Unrealized
DNLI Denali Therapeutics INC CORP COMMON 0.0%
Value ($000) $8 Shares 250 Est. Cost $47.38 Unrealized -27.4%
Royce Value Trust Inc 0.0%
Value ($000) $7 Shares 422 Est. Cost $18.96 Unrealized
RDN Radian Group INC CORP COMMON 0.0%
Value ($000) $7 Shares 300 Est. Cost $19.30 Unrealized +4.7%
PII Polaris INC Industries CORP COMMON 0.0%
Value ($000) $7 Shares 62 Est. Cost $117.80 Unrealized -3.3%
Te Connectivity Ltd CORP COMMON 0.0%
Value ($000) $7 Shares 51 Est. Cost $156.86 Unrealized
American Equity Investment Life Holding CO Inv Hld CORP COMMON 0.0%
Value ($000) $7 Shares 165 Est. Cost $36.36 Unrealized
FHLC Fidelity Msci Health Care Index Etf Indx 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.00 Unrealized
AFRM Affirm Holdings INC CLASS A CORP COMMON 0.0%
Value ($000) $7 Shares 155 Est. Cost $98.66 Unrealized -47.0%
OCGN Ocugen INC CORP COMMON 0.0%
Value ($000) $7 Shares 2,000 Est. Cost $3.51 Unrealized 0.0%
Sirius Xm Holdings INC CORP COMMON 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $6.00 Unrealized
BKNG Booking Holdings INC CORP COMMON 0.0%
Value ($000) $7 Shares 3 Est. Cost $2332.00 Unrealized -1.4%
XPO Xpo Logistics INC CORP COMMON 0.0%
Value ($000) $7 Shares 100 Est. Cost $46.47 Unrealized -10.1%
BYD Boyd Gaming Corp COMMON 0.0%
Value ($000) $7 Shares 100 Est. Cost $60.88 Unrealized +2.5%
MDRX Allscripts Healthcare Solutions INC CORP COMMON 0.0%
Value ($000) $7 Shares 300 Est. Cost $15.88 Unrealized +27.6%
EA Electronic Arts INC CORP COMMON 0.0%
Value ($000) $7 Shares 54 Est. Cost $131.47 Unrealized -3.1%
EXAS Exact Sciences Corp COMMON 0.0%
Value ($000) $7 Shares 100 Est. Cost $86.74 Unrealized -15.7%
Inovio Pharmaceuticals INC CORP COMMON 0.0%
Value ($000) $7 Shares 2,000 Est. Cost $5.00 Unrealized
Heartland Financial Usa INC CORP COMMON 0.0%
Value ($000) $7 Shares 150 Est. Cost $53.33 Unrealized
XLU Utilities Select Sector Spdr Fund Uti Etf 0.0%
Value ($000) $7 Shares 100 Est. Cost $71.87 Unrealized
XLV Health Care Select Sector Spdr Etf 0.0%
Value ($000) $7 Shares 50 Est. Cost $140.00 Unrealized
UAL United Airlines Holdings INC CORP COMMON 0.0%
Value ($000) $6 Shares 135 Est. Cost $46.38 Unrealized -6.5%
LXU Lsb Industries INC CORP COMMON 0.0%
Value ($000) $6 Shares 286 Est. Cost $9.47 Unrealized +55.8%
XLI Industrial Select Sector Spdr Fund Etf 0.0%
Value ($000) $6 Shares 56 Est. Cost $107.14 Unrealized
VSGX Vanguard Esg International Stock Etf Internatnl 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
Hanesbrands INC CORP COMMON 0.0%
Value ($000) $6 Shares 400 Est. Cost $17.50 Unrealized
GRWG Growgeneration Corp COMMON 0.0%
Value ($000) $6 Shares 600 Est. Cost $9.01 Unrealized 0.0%
FVD First Trust Value Line Dividend Fund 0.0%
Value ($000) $6 Shares 150 Est. Cost $40.00 Unrealized
VGK Vanguard European Stock Index Fund Ftse Europe Etf 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
BIV Vanguard Intermediate Term Bond Etf 0.0%
Value ($000) $6 Shares 75 Est. Cost $93.33 Unrealized
CPRT Copart INC CORP COMMON 0.0%
Value ($000) $6 Shares 50 Est. Cost $37.11 Unrealized -14.4%
QCRH Qcr Holdings INC CORP COMMON 0.0%
Value ($000) $6 Shares 100 Est. Cost $54.12 Unrealized +3.8%
EMR Emerson Electric CO CORP COMMON 0.0%
Value ($000) $6 Shares 60 Est. Cost $86.51 Unrealized +1.1%
EBAY Ebay INC CORP COMMON 0.0%
Value ($000) $6 Shares 100 Est. Cost $66.02 Unrealized -18.2%
EMN Eastman Chem Co 0.0%
Value ($000) $6 Shares 49 Est. Cost $95.16 Unrealized +6.1%
TZA Direxion Daily Small Cap Bear 3x Shares Etf 0.0%
Value ($000) $6 Shares 200 Est. Cost $25.00 Unrealized
ALGN Align Technology INC CORP COMMON 0.0%
Value ($000) $6 Shares 14 Est. Cost $642.93 Unrealized -24.3%
IAT Ishares U.s. Regional Banks Etf US 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
EEM Ishares Msci Emerging Markets Etf 0.0%
Value ($000) $6 Shares 137 Est. Cost $51.09 Unrealized
WERN Werner Enterprises INC CORP COMMON 0.0%
Value ($000) $6 Shares 150 Est. Cost $45.78 Unrealized -3.9%
LYV Live Nation Entertainment INC CORP COMMON 0.0%
Value ($000) $6 Shares 50 Est. Cost $114.12 Unrealized 0.0%
SCHG Schwab US Large-cap Growth Etf Large Cap 0.0%
Value ($000) $6 Shares 80 Est. Cost $125.00 Unrealized
NXPI Nxp Semiconductors Nv CORP COMMON 0.0%
Value ($000) $5 Shares 25 Est. Cost $196.64 Unrealized -7.0%
Laboratory Corporation Of America Holdings Corprtn Amer Hldgs CORP COMMON 0.0%
Value ($000) $5 Shares 20 Est. Cost $300.00 Unrealized
NOV Nov INC CORP COMMON 0.0%
Value ($000) $5 Shares 234 Est. Cost $13.71 Unrealized +27.7%
SA Seabridge Gold INC CORP COMMON 0.0%
Value ($000) $5 Shares 250 Est. Cost $17.89 Unrealized -4.8%
DKS Dick's Sporting Goods INC Dicks CORP COMMON 0.0%
Value ($000) $5 Shares 50 Est. Cost $108.85 Unrealized -7.9%
ARLP Alliance Resource Partners Lp Unt 0.0%
Value ($000) $5 Shares 300 Est. Cost $13.33 Unrealized
XLE Energy Select Sector Spdr Fund Etf 0.0%
Value ($000) $5 Shares 60 Est. Cost $50.00 Unrealized
DSTL Distillate US Fundamental Stability & Value Etf Fundm Stab And Vlu 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
JCI Johnson Controls International Plc CORP COMMON 0.0%
Value ($000) $5 Shares 83 Est. Cost $69.63 Unrealized -8.6%
NSC Norfolk Southern Corp COMMON 0.0%
Value ($000) $5 Shares 19 Est. Cost $255.22 Unrealized -0.9%
VEEV Veeva Systems INC CORP COMMON 0.0%
Value ($000) $5 Shares 25 Est. Cost $290.73 Unrealized -25.4%
HPQ Hp INC CORP COMMON 0.0%
Value ($000) $5 Shares 128 Est. Cost $28.19 Unrealized +13.7%
Unilever Plc ADR Rep 1 CORP COMMON 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
HWM Howmet Aerospace INC CORP COMMON 0.0%
Value ($000) $5 Shares 141 Est. Cost $30.44 Unrealized +10.8%
Continental Resources INC CORP COMMON 0.0%
Value ($000) $5 Shares 80 Est. Cost $50.00 Unrealized
FMAT Fidelity Msci Materials Index Etf Indx 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
SPYM Spdr Portfolio S&p 500 Etf 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
AMP Ameriprise Fincl-wi Common 0.0%
Value ($000) $5 Shares 17 Est. Cost $278.30 Unrealized +2.6%
AMPH Amphastar Pharmaceuticals INC CORP COMMON 0.0%
Value ($000) $5 Shares 150 Est. Cost $20.45 Unrealized +38.7%
FUTY Fidelity Msci Utilities Index Etf Indx 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
CLPT Clearpoint Neuro INC CORP COMMON 0.0%
Value ($000) $5 Shares 500 Est. Cost $11.74 Unrealized -22.5%
CMS CMS Energy Corp COMMON 0.0%
Value ($000) $5 Shares 65 Est. Cost $54.05 Unrealized +6.4%
TRGP Targa Resources Corp COMMON 0.0%
Value ($000) $4 Shares 51 Est. Cost $49.03 Unrealized +18.4%
BHP BHP Group Ltd ADR 0.0%
Value ($000) $4 Shares 50 Est. Cost $60.00 Unrealized
HALO Halozyme Therapeutics INC CORP COMMON 0.0%
Value ($000) $4 Shares 110 Est. Cost $37.33 Unrealized -4.6%
Capstar Financial Holdings INC Ho CORP COMMON 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
WH Wyndham Hotels & Resorts INC CORP COMMON 0.0%
Value ($000) $4 Shares 50 Est. Cost $83.56 Unrealized +1.9%
NI Nisource INC CORP COMMON 0.0%
Value ($000) $4 Shares 110 Est. Cost $22.19 Unrealized +15.0%
EWZ Ishares Msci Brazil Etf 0.0%
Value ($000) $4 Shares 100 Est. Cost $30.00 Unrealized
Calamos Strategic Total Return Fund 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
KGC Kinross Gold Corp COMMON 0.0%
Value ($000) $4 Shares 600 Est. Cost $5.98 Unrealized -6.8%
SCHA Schwab US Small-cap Etf Small Cap 0.0%
Value ($000) $4 Shares 74 Est. Cost $81.08 Unrealized
PRKS Seaworld Entertainment INC CORP COMMON 0.0%
Value ($000) $4 Shares 50 Est. Cost $62.91 Unrealized +4.3%
IUSV Ishares Core S&p US Value Etf 0.0%
Value ($000) $4 Shares 48 Est. Cost $83.33 Unrealized
Draftkings INC CLASS A CORP COMMON 0.0%
Value ($000) $4 Shares 215 Est. Cost $27.91 Unrealized
HOMZ Hoya Capital Housing Etf 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
MPT Medical Properties Trust INC Reit CORP COMMON 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
HST Host Hotels & Resorts INC Reit CORP COMMON 0.0%
Value ($000) $4 Shares 200 Est. Cost $13.95 Unrealized +7.0%
USLM United States Lime & Minerals INC And CORP COMMON 0.0%
Value ($000) $3 Shares 25 Est. Cost $25.02 Unrealized -3.7%
Marathon Oil Common 0.0%
Value ($000) $3 Shares 125 Est. Cost $16.00 Unrealized
UA Under Armour INC CLASS C CORP COMMON 0.0%
Value ($000) $3 Shares 216 Est. Cost $17.68 Unrealized -11.4%
Invesco Mortgage Capital INC Reit CORP COMMON 0.0%
Value ($000) $3 Shares 1,300 Est. Cost $3.08 Unrealized
TMDX Transmedics Group INC CORP COMMON 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.07 Unrealized -28.5%
IQ Iqiyi, Inc 0.0%
Value ($000) $3 Shares 585 Est. Cost $5.13 Unrealized
PINS Pinterest INC CLASS A CORP COMMON 0.0%
Value ($000) $3 Shares 100 Est. Cost $44.44 Unrealized -38.6%
FLGT Fulgent Genetics INC CORP COMMON 0.0%
Value ($000) $3 Shares 50 Est. Cost $87.89 Unrealized -25.1%
SMH Vaneck Semiconductor Etf 0.0%
Value ($000) $3 Shares 10 Est. Cost $300.00 Unrealized
FIS Fidelity National Information Services INC Informatn Svcs CORP COMMON 0.0%
Value ($000) $3 Shares 25 Est. Cost $102.06 Unrealized -7.1%
BUD Anheuser Busch Inbev Sa ADR Rep 1 CORP COMMON 0.0%
Value ($000) $3 Shares 50 Est. Cost $61.54 Unrealized
PAVE Global X US Infrastructure Development Etf Infra Dvlpmnt 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
SYF Synchrony Financial CORP COMMON 0.0%
Value ($000) $3 Shares 81 Est. Cost $43.70 Unrealized -12.6%
BZUN Baozun INC ADR Rep 3 CORP COMMON 0.0%
Value ($000) $3 Shares 350 Est. Cost $14.29 Unrealized
ROKU Roku INC CLASS A CORP COMMON 0.0%
Value ($000) $3 Shares 20 Est. Cost $269.73 Unrealized -45.6%
BIDU Baidu INC Ads Rep 8 CLASS A CORP COMMON 0.0%
Value ($000) $3 Shares 21 Est. Cost $142.86 Unrealized
CRON Cronos Group INC CORP COMMON 0.0%
Value ($000) $3 Shares 640 Est. Cost $5.00 Unrealized -27.1%
AG First Majestic Silver Corp COMMON 0.0%
Value ($000) $3 Shares 200 Est. Cost $11.92 Unrealized -2.9%
FTNT Fortinet INC CORP COMMON 0.0%
Value ($000) $3 Shares 10 Est. Cost $65.81 Unrealized -5.5%
IUSG Ishares Core S&p US Growth Etf 0.0%
Value ($000) $3 Shares 30 Est. Cost $100.00 Unrealized
OXY/WS Occidental Petroleum Corp Eqy Warrant 0.0%
Value ($000) $3 Shares 81 Est. Cost $12.35 Unrealized
AA Alcoa Corp COMMON 0.0%
Value ($000) $3 Shares 29 Est. Cost $47.93 Unrealized +45.1%
CEVA Ceva INC CORP COMMON 0.0%
Value ($000) $3 Shares 72 Est. Cost $44.66 Unrealized -13.0%
Ebix INC CORP COMMON 0.0%
Value ($000) $3 Shares 90 Est. Cost $33.33 Unrealized
ACWX Ishares Msci Acwi Ex US Etf 0.0%
Value ($000) $3 Shares 55 Est. Cost $54.55 Unrealized
JD Jd.com INC ADR Rep 2 CLASS A CORP COMMON 0.0%
Value ($000) $3 Shares 57 Est. Cost $70.18 Unrealized
ICLN Ishares Global Clean Energy Etf 0.0%
Value ($000) $3 Shares 130 Est. Cost $23.08 Unrealized
GEN Nortonlifelock INC CORP COMMON 0.0%
Value ($000) $3 Shares 100 Est. Cost $23.20 Unrealized +9.2%
PANW Palo Alto Networks INC CORP COMMON 0.0%
Value ($000) $3 Shares 4 Est. Cost $86.50 Unrealized +3.5%
CDW Cdw Corp COMMON 0.0%
Value ($000) $3 Shares 18 Est. Cost $180.53 Unrealized -3.5%
Nikola Corp COMMON 0.0%
Value ($000) $3 Shares 260 Est. Cost $11.54 Unrealized
SCHH Schwab US Reit Etf Charles 0.0%
Value ($000) $2 Shares 86 Est. Cost $34.88 Unrealized
IXG Ishares S&p Global Financials Sector Index Fund Etf 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
CMBT Euronav 0.0%
Value ($000) $2 Shares 200 Est. Cost $5.77 Unrealized +1.8%
Organigram Holdings INC CORP COMMON 0.0%
Value ($000) $2 Shares 1,040 Est. Cost $1.92 Unrealized
EAT Brinker International INC CORP COMMON 0.0%
Value ($000) $2 Shares 50 Est. Cost $41.31 Unrealized -9.5%
BSX Boston Scientific Corp. 0.0%
Value ($000) $2 Shares 50 Est. Cost $42.02 Unrealized +3.1%
CHKP Check Point Software Tech 0.0%
Value ($000) $2 Shares 12 Est. Cost $115.91 Unrealized +12.6%
SE Sea Ltd Ads Rep CLASS A CORP COMMON 0.0%
Value ($000) $2 Shares 16 Est. Cost $140.63 Unrealized
Senseonics Holdings INC CORP COMMON 0.0%
Value ($000) $2 Shares 775 Est. Cost $2.58 Unrealized
EXK Endeavour Silver Corp COMMON 0.0%
Value ($000) $2 Shares 400 Est. Cost $4.70 Unrealized -7.3%
XRX Xerox Holdings Corp COMMON 0.0%
Value ($000) $2 Shares 93 Est. Cost $20.32 Unrealized +3.5%
WDC Western Digital Corp COMMON 0.0%
Value ($000) $2 Shares 35 Est. Cost $43.29 Unrealized -5.5%
Canopy Growth Corp COMMON 0.0%
Value ($000) $2 Shares 311 Est. Cost $9.65 Unrealized
IHI Ishares Dow Jones US Medical Dev.(etf) Devices Etf 0.0%
Value ($000) $2 Shares 36 Est. Cost $55.56 Unrealized
LUMN Lumen Technologies INC CORP COMMON 0.0%
Value ($000) $2 Shares 200 Est. Cost $11.76 Unrealized -8.4%
Two Harbors Investment Corp Reit COMMON 0.0%
Value ($000) $2 Shares 400 Est. Cost $5.00 Unrealized
UBER Uber Technologies INC CORP COMMON 0.0%
Value ($000) $2 Shares 50 Est. Cost $43.11 Unrealized -16.6%
TXT Textron INC CORP COMMON 0.0%
Value ($000) $2 Shares 22 Est. Cost $73.92 Unrealized -2.7%
NGG National Grid Plc ADR Rep 5 CORP COMMON 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.92 Unrealized
RGR Sturm Ruger & Company INC CORP COMMON 0.0%
Value ($000) $2 Shares 32 Est. Cost $72.65 Unrealized -5.2%
BHC Bausch Health Companies INC CORP COMMON 0.0%
Value ($000) $2 Shares 100 Est. Cost $26.77 Unrealized -8.7%
Sandstorm Gold Ltd CORP COMMON 0.0%
Value ($000) $2 Shares 200 Est. Cost $6.31 Unrealized
RKT Rocket Companies INC CLASS A CORP COMMON 0.0%
Value ($000) $2 Shares 200 Est. Cost $14.00 Unrealized -20.7%
DVN Devon Energy Corp COMMON 0.0%
Value ($000) $2 Shares 35 Est. Cost $33.60 Unrealized +32.6%
CPNG Coupang INC CLASS A CORP COMMON 0.0%
Value ($000) $2 Shares 100 Est. Cost $28.16 Unrealized -24.1%
GPN Global Payments INC CORP COMMON 0.0%
Value ($000) $2 Shares 16 Est. Cost $132.51 Unrealized +1.5%
SNY Sanofi Sponsored ADR 0.0%
Value ($000) $2 Shares 47 Est. Cost $42.55 Unrealized
HOG Harley-davidson Common 0.0%
Value ($000) $2 Shares 40 Est. Cost $37.32 Unrealized +3.3%
Bed Bath & Beyond, Inc. 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
AAL American Airlines Group INC CORP COMMON 0.0%
Value ($000) $2 Shares 100 Est. Cost $19.18 Unrealized -11.4%
BSET Bassett Furniture Industries INC CORP COMMON 0.0%
Value ($000) $2 Shares 100 Est. Cost $13.22 Unrealized -0.2%
CRSP Crispr Therapeutics Ag CORP COMMON 0.0%
Value ($000) $1 Shares 10 Est. Cost $62.79 Unrealized 0.0%
Arconic Corp (Pittsburgh) COMMON 0.0%
Value ($000) $1 Shares 27 Est. Cost $37.04 Unrealized
SSYS Stratasys Ltd CORP COMMON 0.0%
Value ($000) $1 Shares 41 Est. Cost $27.88 Unrealized -13.5%
ARKW Ark Next Generation Internet Etf 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
SRPT Sarepta Therapeutics INC CORP COMMON 0.0%
Value ($000) $1 Shares 10 Est. Cost $85.49 Unrealized -10.4%
CGEN Compugen Ltd CORP COMMON 0.0%
Value ($000) $1 Shares 200 Est. Cost $3.38 Unrealized 0.0%
FNKO Funko INC CLASS A CORP COMMON 0.0%
Value ($000) $1 Shares 30 Est. Cost $17.74 Unrealized -1.5%
CMP Compass Minerals International INC CORP COMMON 0.0%
Value ($000) $1 Shares 15 Est. Cost $58.48 Unrealized -6.6%
Gan Ltd CORP COMMON 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
AVNS Avanos Medical INC CORP COMMON 0.0%
Value ($000) $1 Shares 18 Est. Cost $32.33 Unrealized -0.4%
Fisker INC CLASS A CORP COMMON 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
Lumos Pharma INC CORP COMMON 0.0%
Value ($000) $1 Shares 111 Est. Cost $9.01 Unrealized
Hexo Corp COMMON 0.0%
Value ($000) $1 Shares 800 Est. Cost $1.25 Unrealized
HUBS Hubspot INC CORP COMMON 0.0%
Value ($000) $1 Shares 2 Est. Cost $756.48 Unrealized -36.0%
UPST Upstart Holdings INC CORP COMMON 0.0%
Value ($000) $1 Shares 9 Est. Cost $249.80 Unrealized -53.9%
U Unity Software INC CORP COMMON 0.0%
Value ($000) $1 Shares 10 Est. Cost $152.82 Unrealized -32.2%
UAA Under Armour Inc 0.0%
Value ($000) $1 Shares 63 Est. Cost $22.70 Unrealized -21.0%
TME Tencent Music Entertainment Group Musc Ent ADR Rep 2 CLASS A CORP COMMON 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
VST Vistra Corp COMMON 0.0%
Value ($000) $1 Shares 50 Est. Cost $18.51 Unrealized +11.4%
BABA Alibaba Group Holding Ltd ADR Rep 8 CORP COMMON 0.0%
Value ($000) $1 Shares 6 Est. Cost $118.40 Unrealized
NOK Nokia Corp. 0.0%
Value ($000) $1 Shares 100 Est. Cost $6.36 Unrealized
AAUAF Almaden Minerals Ltd Mnrls CORP COMMON 0.0%
Value ($000) $1 Shares 1,500 Est. Cost $0.32 Unrealized 0.0%
GDX Vaneck Gold Miners Etf 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
KSS Kohls Corp. 0.0%
Value ($000) $1 Shares 16 Est. Cost $51.10 Unrealized +10.6%
ESPR Esperion Therapeutics INC CORP COMMON 0.0%
Value ($000) $1 Shares 200 Est. Cost $8.01 Unrealized -46.4%
IRWD Ironwood Pharmaceuticals INC Pharma CLASS A CORP COMMON 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.27 Unrealized -6.6%
WGO Winnebago Industries INC Inds CORP COMMON 0.0%
Value ($000) $1 Shares 18 Est. Cost $71.98 Unrealized -10.2%
KFRC Kforce INC CORP COMMON 0.0%
Value ($000) $1 Shares 10 Est. Cost $71.78 Unrealized -0.7%
ZOMDF Zomedica Corp COMMON 0.0%
Value ($000) $1 Shares 2,500 Est. Cost $0.45 Unrealized -27.4%
SNAP Snap INC CLASS A CORP COMMON 0.0%
Value ($000) $1 Shares 31 Est. Cost $56.28 Unrealized -35.7%