City State Bank Diversified Active

CIK: 0001910666 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 10, 2023

Total Value ($000): $175 (100.0% shares, 0.0% debt)

Holdings (684)

AAPL Apple INC CORP COMMON 5.6%
Value ($000) $10 Shares 59,107 Est. Cost $154.50 Unrealized -5.8%
STIP Ishares 0-5 Year Tips Bond Etf 4.6%
Value ($000) $8 Shares 80,375 Est. Cost $94.27 Unrealized
VYM Vanguard High Dividend Yield Etf 2.6%
Value ($000) $5 Shares 42,900 Est. Cost $91.50 Unrealized
VIG Vanguard Dividend Appreciation Index Fund Etf 2.5%
Value ($000) $4 Shares 28,144 Est. Cost $157.45 Unrealized
MSFT Microsoft 2.2%
Value ($000) $4 Shares 13,298 Est. Cost $307.40 Unrealized -18.8%
BNDX Vanguard Total International Bond Index Fund Bnd Etf 2.2%
Value ($000) $4 Shares 77,556 Est. Cost $5.51 Unrealized
LNT Alliant Energy Corp COMMON 2.1%
Value ($000) $4 Shares 69,683 Est. Cost $50.05 Unrealized -3.5%
DFAT Dimensional U S Targeted Value Etf 2.0%
Value ($000) $3 Shares 77,097 Est. Cost $30.70 Unrealized
BRK/B Berkshire Hathaway INC CLASS B CORP COMMON 1.9%
Value ($000) $3 Shares 10,750 Est. Cost $293.33 Unrealized +5.1%
EBND Spdr Bloomberg Emerging Markets Local Bond Etf Bloombg Emg Mrkt Lcl Bnd 1.4%
Value ($000) $2 Shares 116,890 Est. Cost $0.63 Unrealized
BND Vanguard Total Bond Market Etf 1.4%
Value ($000) $2 Shares 33,569 Est. Cost $57.50 Unrealized
VFH Vanguard Financials Index Fund Etf 1.4%
Value ($000) $2 Shares 31,545 Est. Cost $95.59 Unrealized
VMBS Vanguard Mortgage-backed Secs Idx Fund Mortgage Backed Sec Etf 1.3%
Value ($000) $2 Shares 49,017 Est. Cost $2.25 Unrealized
VWOB Vanguard Emerging Markets Govt Bd Idx Markt Bnd Etf 1.3%
Value ($000) $2 Shares 36,405 Est. Cost $54.26 Unrealized
VTV Vanguard Value Index Fund Etf 1.2%
Value ($000) $2 Shares 15,732 Est. Cost $137.38 Unrealized
JNJ Johnson & Johnson 1.2%
Value ($000) $2 Shares 13,488 Est. Cost $145.09 Unrealized +1.9%
SPIP Spdr Portfolio Tips Etf 1.2%
Value ($000) $2 Shares 77,500 Est. Cost $4.27 Unrealized
TIP IShares US Treasury Inflation Protected 1.2%
Value ($000) $2 Shares 18,716 Est. Cost $116.53 Unrealized
ABBV Abbvie INC CORP COMMON 1.2%
Value ($000) $2 Shares 12,921 Est. Cost $108.85 Unrealized +26.9%
VO Vanguard Mid-cap Index Fund Mid Cap Etf 1.1%
Value ($000) $2 Shares 9,201 Est. Cost $244.22 Unrealized
PFE Pfizer Inc 1.0%
Value ($000) $2 Shares 44,832 Est. Cost $38.19 Unrealized -4.3%
VBR Vanguard Small Cap Value Etf 1.0%
Value ($000) $2 Shares 10,801 Est. Cost $163.45 Unrealized
SPY Spdr S&p 500 Etf Trust 1.0%
Value ($000) $2 Shares 4,153 Est. Cost $467.72 Unrealized
AMZN Amazon.com INC Amazon COMMON CORP 1.0%
Value ($000) $2 Shares 16,322 Est. Cost $127.11 Unrealized -24.0%
VZ Verizon Communications 1.0%
Value ($000) $2 Shares 43,081 Est. Cost $40.41 Unrealized -19.1%
VB Vanguard Small-cap Index Fund Small Cap Etf 0.9%
Value ($000) $2 Shares 8,433 Est. Cost $224.04 Unrealized
VHT Vanguard Health Care Etf 0.9%
Value ($000) $2 Shares 6,347 Est. Cost $238.36 Unrealized
VWO Vanguard Emerging Markets Stock Index Fund Ftse Etf 0.8%
Value ($000) $1 Shares 35,921 Est. Cost $47.55 Unrealized
BIV Vanguard Intermediate Term Bond Etf 0.8%
Value ($000) $1 Shares 18,533 Est. Cost $4.63 Unrealized
VUG Vanguard Growth Index Fund Etf 0.8%
Value ($000) $1 Shares 5,315 Est. Cost $304.97 Unrealized
LLY Eli Lilly And CO CORP COMMON 0.7%
Value ($000) $1 Shares 3,791 Est. Cost $243.92 Unrealized +35.2%
MRK Merck & CO INC CORP COMMON 0.7%
Value ($000) $1 Shares 12,132 Est. Cost $69.89 Unrealized +41.2%
AGG Ishares Core US Aggregate Bond Etf 0.7%
Value ($000) $1 Shares 12,817 Est. Cost $91.96 Unrealized
UNH Unitedhealth Group Common 0.7%
Value ($000) $1 Shares 2,645 Est. Cost $441.37 Unrealized +3.6%
KO Coca Cola Co 0.7%
Value ($000) $1 Shares 19,743 Est. Cost $49.46 Unrealized +12.0%
JPM JPMorgan Chase & Co. 0.7%
Value ($000) $1 Shares 9,276 Est. Cost $145.36 Unrealized -11.8%
COST Costco Wholesale Corp COMMON 0.7%
Value ($000) $1 Shares 2,400 Est. Cost $488.10 Unrealized -3.4%
IBB Ishares Biotechnology Etf 0.7%
Value ($000) $1 Shares 8,971 Est. Cost $143.55 Unrealized
DE Deere & Co. 0.7%
Value ($000) $1 Shares 2,787 Est. Cost $330.00 Unrealized +20.3%
NVDA Nvidia Corp COMMON 0.6%
Value ($000) $1 Shares 4,026 Est. Cost $26.05 Unrealized -17.0%
RTX Raytheon Technologies Corp COMMON 0.6%
Value ($000) $1 Shares 11,165 Est. Cost $88.52 Unrealized +4.2%
ADP Automatic Data Processing 0.6%
Value ($000) $1 Shares 4,806 Est. Cost $207.24 Unrealized +2.0%
VEU Vanguard Ftse All World Ex US Index Fund Investor Shares Etf 0.6%
Value ($000) $1 Shares 19,993 Est. Cost $58.37 Unrealized
VGT Vanguard Information Technology Etf 0.6%
Value ($000) $1 Shares 2,712 Est. Cost $382.25 Unrealized
PG Procter & Gamble CO CORP COMMON 0.6%
Value ($000) $1 Shares 6,972 Est. Cost $134.06 Unrealized -0.6%
CVX Chevron Common 0.6%
Value ($000) $1 Shares 6,214 Est. Cost $98.45 Unrealized +50.8%
BMY Bristol-Myers Squibb Co. 0.6%
Value ($000) $1 Shares 14,309 Est. Cost $50.07 Unrealized +22.8%
CAT Caterpiller, Inc DEL 0.6%
Value ($000) $1 Shares 4,230 Est. Cost $186.50 Unrealized +23.6%
UPS United Parcel Service, Inc. 0.5%
Value ($000) $1 Shares 4,885 Est. Cost $168.03 Unrealized -5.9%
LOW Lowes Cos, Inc. 0.5%
Value ($000) $1 Shares 4,686 Est. Cost $217.18 Unrealized -11.5%
DFAE Dfa Dimensional Emerging Core Equity Market Etf Emerg Eqy Mrkt 0.5%
Value ($000) $1 Shares 40,545 Est. Cost $19.13 Unrealized
VAW Vanguard Materials Viper 0.5%
Value ($000) $1 Shares 5,044 Est. Cost $195.86 Unrealized
BSV Vanguard Short-term Bond Index Fund Etf 0.5%
Value ($000) $1 Shares 11,132 Est. Cost $3.85 Unrealized
GOOG Alphabet INC CLASS C CORP COMMON 0.5%
Value ($000) $1 Shares 8,160 Est. Cost $112.06 Unrealized -14.5%
EMB Ishares JPMORGAN Usd Emerging Markets Bond Etf Mts 0.5%
Value ($000) $1 Shares 9,820 Est. Cost $78.61 Unrealized
FITB Fifth Third Bancorp CORP COMMON 0.5%
Value ($000) $1 Shares 31,721 Est. Cost $36.43 Unrealized -19.2%
LMT Lockheed Martin Corp. 0.5%
Value ($000) $1 Shares 1,746 Est. Cost $308.96 Unrealized +40.2%
XJUN Ft Cboe Vest US Equity Enh & Mod Buffer Etf - June Vst Eqy Ehnc Mdrt Buf 0.5%
Value ($000) $1 Shares 25,540 Est. Cost $0.03 Unrealized
SPEM Spdr Portfolio Emerging Markets Etf Index Shares Emerg Markt 0.5%
Value ($000) $1 Shares 23,175 Est. Cost $10.73 Unrealized
HON Honeywell International INC CORP COMMON 0.5%
Value ($000) $1 Shares 4,128 Est. Cost $184.39 Unrealized -4.2%
NEE Nextera Energy INC CORP COMMON 0.4%
Value ($000) $1 Shares 10,034 Est. Cost $77.21 Unrealized -8.5%
DFAC Dimensional U S Core Equity 2 Etf 0.4%
Value ($000) $1 Shares 29,966 Est. Cost $15.89 Unrealized
MU Micron Technology INC CORP COMMON 0.4%
Value ($000) $1 Shares 12,637 Est. Cost $76.49 Unrealized -24.5%
XOM Exxonmobil Corp. 0.4%
Value ($000) $1 Shares 6,516 Est. Cost $53.90 Unrealized +85.9%
MDT Medtronic Plc CORP COMMON 0.4%
Value ($000) $1 Shares 8,828 Est. Cost $100.59 Unrealized -25.9%
IUSB Ishares Core Total Usd Bond Market Etf 0.4%
Value ($000) $1 Shares 15,065 Est. Cost $52.90 Unrealized
TXN Texas Instruments, Inc. 0.4%
Value ($000) $1 Shares 3,727 Est. Cost $170.14 Unrealized -5.2%
VPU Vanguard Utilities Etf 0.4%
Value ($000) $1 Shares 4,679 Est. Cost $157.19 Unrealized
WMT Walmart Inc 0.4%
Value ($000) $1 Shares 4,517 Est. Cost $45.11 Unrealized +1.5%
PFF Ishares Preferred And Income Securities Etf Sec 0.4%
Value ($000) $1 Shares 20,965 Est. Cost $39.43 Unrealized
VIS Vanguard Industrials Etf 0.4%
Value ($000) $1 Shares 3,279 Est. Cost $187.79 Unrealized
WEC Wec Energy Group INC CORP COMMON 0.3%
Value ($000) $1 Shares 6,358 Est. Cost $79.61 Unrealized +4.9%
IBM IBM Common 0.3%
Value ($000) $1 Shares 4,590 Est. Cost $107.00 Unrealized +12.8%
AMAT Applied Materials INC Material CORP COMMON 0.3%
Value ($000) $1 Shares 4,867 Est. Cost $139.59 Unrealized -19.8%
MO Altria Group Inc. 0.3%
Value ($000) $1 Shares 13,166 Est. Cost $32.84 Unrealized +10.5%
AMGN Amgen, Inc. 0.3%
Value ($000) $1 Shares 2,394 Est. Cost $186.23 Unrealized +20.3%
PFG Principal Financial Group 0.3%
Value ($000) $1 Shares 7,658 Est. Cost $61.59 Unrealized +23.8%
SBUX Starbucks Corp. 0.3%
Value ($000) $1 Shares 5,255 Est. Cost $99.77 Unrealized -2.7%
VEA Vanguard Tax Managed Fund Ftse Developed Markets Etf 0.3%
Value ($000) $1 Shares 12,108 Est. Cost $33.00 Unrealized
MCD McDonalds Corp. 0.3%
Value ($000) $1 Shares 1,934 Est. Cost $229.60 Unrealized +9.1%
V Visa INC CLASS A CORP COMMON 0.3%
Value ($000) $1 Shares 2,393 Est. Cost $207.62 Unrealized +4.9%
BDX Becton Dickinson And CO CORP COMMON 0.3%
Value ($000) $1 Shares 2,101 Est. Cost $224.90 Unrealized +3.3%
CB Chubb Ltd CORP COMMON 0.3%
Value ($000) $1 Shares 2,668 Est. Cost $178.04 Unrealized +13.9%
HD Home Depot, Inc. 0.3%
Value ($000) $1 Shares 1,714 Est. Cost $338.41 Unrealized -15.9%
DFAI Dfa Dimensional International Core Equity Market Intern Eqt Mkt Etf 0.3%
Value ($000) $1 Shares 18,560 Est. Cost $21.00 Unrealized
ABT Abbott Labs 0.3%
Value ($000) $0 Shares 4,878 Est. Cost $118.57 Unrealized -15.7%
SO Southern Co. 0.3%
Value ($000) $0 Shares 6,858 Est. Cost $54.72 Unrealized +10.9%
QQQM Invesco Nasdaq 100 Etf 0.3%
Value ($000) $0 Shares 3,600 Est. Cost $143.30 Unrealized
F Ford Motor Company Common 0.3%
Value ($000) $0 Shares 37,346 Est. Cost $13.72 Unrealized -25.6%
T AT&T, Inc. 0.3%
Value ($000) $0 Shares 24,261 Est. Cost $14.67 Unrealized +11.5%
AMD Advanced Micro Devices INC CORP COMMON 0.3%
Value ($000) $0 Shares 4,765 Est. Cost $87.54 Unrealized -7.0%
VV Vanguard Large-cap Index Fund Large Cap Etf 0.3%
Value ($000) $0 Shares 2,495 Est. Cost $220.62 Unrealized
IJH Ishares Core S&p Mid-cap Etf Mid Cap 0.3%
Value ($000) $0 Shares 1,797 Est. Cost $281.95 Unrealized
DGRO Ishares Core Dividend Growth Etf 0.3%
Value ($000) $0 Shares 8,850 Est. Cost $52.29 Unrealized
GS Goldman Sachs Group INC CORP COMMON 0.3%
Value ($000) $0 Shares 1,349 Est. Cost $336.64 Unrealized -3.9%
BAC Bank of America Corp. 0.3%
Value ($000) $0 Shares 15,316 Est. Cost $41.02 Unrealized -25.5%
ED Consolidated Edison, Inc. 0.2%
Value ($000) $0 Shares 4,549 Est. Cost $68.61 Unrealized +23.6%
CASY Caseys General Stores Inc 0.2%
Value ($000) $0 Shares 1,961 Est. Cost $190.04 Unrealized +13.2%
CMI Cummins INC CORP COMMON 0.2%
Value ($000) $0 Shares 1,753 Est. Cost $205.83 Unrealized +10.7%
IVV Ishares Core S&p 500 Etf 0.2%
Value ($000) $0 Shares 1,012 Est. Cost $476.60 Unrealized
TRV Travelers Companies INC CORP COMMON 0.2%
Value ($000) $0 Shares 2,316 Est. Cost $145.22 Unrealized +18.5%
UNP Union Pacific Corp COMMON 0.2%
Value ($000) $0 Shares 1,932 Est. Cost $214.54 Unrealized -11.7%
IWF Ishares Trust Russell 1000 Growth Etf 0.2%
Value ($000) $0 Shares 1,574 Est. Cost $170.60 Unrealized
Discover Financial Services CORP COMMON 0.2%
Value ($000) $0 Shares 3,870 Est. Cost $115.50 Unrealized
META Meta Platforms INC CLASS A CORP COMMON 0.2%
Value ($000) $0 Shares 1,772 Est. Cost $287.91 Unrealized -41.3%
VOO Vanguard 500 Index Fund S&p Etf 0.2%
Value ($000) $0 Shares 994 Est. Cost $240.61 Unrealized
DFAU Dfa Dimensional US Core Equity Market Etf Markt 0.2%
Value ($000) $0 Shares 12,767 Est. Cost $30.99 Unrealized
KMB Kimberly-clark Corp Kimberly Clark COMMON 0.2%
Value ($000) $0 Shares 2,729 Est. Cost $115.17 Unrealized +0.9%
GILD Gilead Sciences, Inc. 0.2%
Value ($000) $0 Shares 4,333 Est. Cost $58.23 Unrealized +28.3%
NTAP Netapp INC CORP COMMON 0.2%
Value ($000) $0 Shares 5,585 Est. Cost $81.48 Unrealized -25.7%
WM Waste Management INC CORP COMMON 0.2%
Value ($000) $0 Shares 2,166 Est. Cost $150.89 Unrealized -3.0%
DOV Dover Corp COMMON 0.2%
Value ($000) $0 Shares 2,319 Est. Cost $160.92 Unrealized -11.9%
Pioneer Natural Resources CO Resource CORP COMMON 0.2%
Value ($000) $0 Shares 1,659 Est. Cost $0.20 Unrealized
PEP PepsiCo, Inc. 0.2%
Value ($000) $0 Shares 1,828 Est. Cost $144.12 Unrealized +10.1%
BA Boeing Co Common 0.2%
Value ($000) $0 Shares 1,554 Est. Cost $211.28 Unrealized -1.7%
USB US Bancorp DEL 0.2%
Value ($000) $0 Shares 9,067 Est. Cost $46.18 Unrealized -16.3%
NTR Nutrien Ltd CORP COMMON 0.2%
Value ($000) $0 Shares 4,415 Est. Cost $61.88 Unrealized +13.0%
WYNN Wynn Resorts Ltd CORP COMMON 0.2%
Value ($000) $0 Shares 2,880 Est. Cost $79.75 Unrealized +27.5%
ENB Enbridge INC CORP COMMON 0.2%
Value ($000) $0 Shares 8,292 Est. Cost $31.52 Unrealized +2.9%
MBB Ishares Mbs Etf 0.2%
Value ($000) $0 Shares 3,320 Est. Cost $24.57 Unrealized
MS Morgan Stanley CORP COMMON 0.2%
Value ($000) $0 Shares 3,575 Est. Cost $86.77 Unrealized -2.3%
IDEV Ishares Core Msci International Developed Mkt Etf Intrl Dvlp 0.2%
Value ($000) $0 Shares 5,182 Est. Cost $7.58 Unrealized
FLOT Ishares Floating Rate Bond Etf 0.2%
Value ($000) $0 Shares 6,050 Est. Cost $1.47 Unrealized
IEMG Ishares Core Msci Emerging Markets Etf 0.2%
Value ($000) $0 Shares 6,250 Est. Cost $23.23 Unrealized
PEY Invesco High Yield Equity Dividend Achvrs Etf Invsc 0.2%
Value ($000) $0 Shares 15,300 Est. Cost $19.86 Unrealized
DIS Disney Walt Co. 0.2%
Value ($000) $0 Shares 3,039 Est. Cost $156.71 Unrealized -37.1%
IJR Ishares Core S&p Small-cap Etf Small Cap 0.2%
Value ($000) $0 Shares 3,121 Est. Cost $114.36 Unrealized
FJUN Ft Cboe Vest US Equity Buffer Etf - June Vst Eqty Bufer 0.2%
Value ($000) $0 Shares 7,850 Est. Cost $35.16 Unrealized
LQD IShares Trust Goldman Sacsh $ Investop Corp Bond Fund 0.2%
Value ($000) $0 Shares 2,690 Est. Cost $9.39 Unrealized
ZBH Zimmer Biomet Holdings INC CORP 0.2%
Value ($000) $0 Shares 2,272 Est. Cost $125.12 Unrealized -2.2%
AEP Am Electric Common 0.2%
Value ($000) $0 Shares 3,163 Est. Cost $73.12 Unrealized +12.2%
INTC Intel Corp. 0.2%
Value ($000) $0 Shares 8,737 Est. Cost $43.58 Unrealized -36.8%
MRVL Marvell Technology INC CORP COMMON 0.2%
Value ($000) $0 Shares 6,548 Est. Cost $41.65 Unrealized 0.0%
MA Mastercard INC CLASS A CORP COMMON 0.2%
Value ($000) $0 Shares 782 Est. Cost $337.07 Unrealized +6.0%
CRWD Crowdstrike Holdings INC CLASS A CORP COMMON 0.2%
Value ($000) $0 Shares 2,052 Est. Cost $118.90 Unrealized -2.7%
WFC Wells Fargo & Co. Common Stock 0.2%
Value ($000) $0 Shares 7,366 Est. Cost $41.60 Unrealized -2.7%
CVS CVS Health Corp COMMON 0.2%
Value ($000) $0 Shares 3,622 Est. Cost $80.49 Unrealized -6.6%
SPGI S&p Global INC CORP 0.1%
Value ($000) $0 Shares 756 Est. Cost $441.83 Unrealized -22.2%
COP Conocophillips CORP COMMON 0.1%
Value ($000) $0 Shares 2,627 Est. Cost $63.06 Unrealized +57.8%
PPG PPG Industries INC CORP COMMON 0.1%
Value ($000) $0 Shares 1,950 Est. Cost $142.41 Unrealized -15.0%
VCSH Vanguard Short-term Corporate Bond Idx Fund Etf 0.1%
Value ($000) $0 Shares 3,395 Est. Cost $78.69 Unrealized
DD Dupont De Nemours INC CORP COMMON 0.1%
Value ($000) $0 Shares 3,592 Est. Cost $28.86 Unrealized -0.7%
BIIB Biogen INC CORP COMMON 0.1%
Value ($000) $0 Shares 915 Est. Cost $236.99 Unrealized +16.8%
IHAK Ishares Cybersecurity And Tech Etf 0.1%
Value ($000) $0 Shares 6,960 Est. Cost $44.23 Unrealized
TSLA Tesla INC CORP COMMON 0.1%
Value ($000) $0 Shares 1,200 Est. Cost $273.89 Unrealized -36.3%
IWD Ishares Trust Russell 1000 Value Etf 0.1%
Value ($000) $0 Shares 1,622 Est. Cost $161.56 Unrealized
CSCO Cisco Systems, Inc. 0.1%
Value ($000) $0 Shares 4,726 Est. Cost $50.46 Unrealized -11.1%
VOE Vanguard Mid-cap Value Index Fund Mid Cap Etf 0.1%
Value ($000) $0 Shares 1,822 Est. Cost $150.38 Unrealized
GSK Gsk Plc ADR Rep 2 CORP COMMON 0.1%
Value ($000) $0 Shares 6,824 Est. Cost $0.04 Unrealized
CAG Conagra Foods 0.1%
Value ($000) $0 Shares 6,410 Est. Cost $27.03 Unrealized +18.2%
IWM Ishares Russell 2000 Etf 0.1%
Value ($000) $0 Shares 1,347 Est. Cost $222.63 Unrealized
CRM Salesforce INC CORP COMMON 0.1%
Value ($000) $0 Shares 1,182 Est. Cost $231.22 Unrealized -27.8%
PAYX Paychex INC CORP COMMON 0.1%
Value ($000) $0 Shares 2,063 Est. Cost $109.87 Unrealized -5.1%
DG Dollar General Corp COMMON 0.1%
Value ($000) $0 Shares 1,096 Est. Cost $206.36 Unrealized +2.8%
WTBA West Bancorporation 0.1%
Value ($000) $0 Shares 12,600 Est. Cost $30.73 Unrealized -30.9%
IEFA Ishares Core Msci Eafe Etf 0.1%
Value ($000) $0 Shares 3,425 Est. Cost $74.70 Unrealized
PM Philip Morris International INC CORP COMMON 0.1%
Value ($000) $0 Shares 2,349 Est. Cost $76.31 Unrealized +13.9%
MDLZ Mondelez International INC CLASS A CORP COMMON 0.1%
Value ($000) $0 Shares 3,247 Est. Cost $55.31 Unrealized +10.5%
GD General Dynamics Corp. 0.1%
Value ($000) $0 Shares 981 Est. Cost $186.63 Unrealized +16.7%
AXP American Express Co. 0.1%
Value ($000) $0 Shares 1,347 Est. Cost $161.79 Unrealized -1.1%
CI Cigna Group CORP COMMON 0.1%
Value ($000) $0 Shares 855 Est. Cost $204.09 Unrealized +35.3%
MET Metlife INC CORP COMMON 0.1%
Value ($000) $0 Shares 3,703 Est. Cost $55.38 Unrealized +11.5%
MMM 3M CO CORP COMMON 0.1%
Value ($000) $0 Shares 2,034 Est. Cost $109.32 Unrealized -22.4%
VLO Valero Energy Corp COMMON 0.1%
Value ($000) $0 Shares 1,515 Est. Cost $65.12 Unrealized +88.9%
DJUN Ft Cboe Vest US Equity Deep Buffer Etf - June Vst Eqty Bufr 0.1%
Value ($000) $0 Shares 6,150 Est. Cost $31.51 Unrealized
COIN Coinbase Global INC CLASS A CORP COMMON 0.1%
Value ($000) $0 Shares 3,084 Est. Cost $59.88 Unrealized 0.0%
HEFA Ishares Currency Hedged Msci Eafe Etf Hedg 0.1%
Value ($000) $0 Shares 7,000 Est. Cost $35.31 Unrealized
VOT Vanguard Mid-cap Growth Index Fund Mid Cap Etf 0.1%
Value ($000) $0 Shares 1,027 Est. Cost $210.66 Unrealized
VIGI Vanguard Intl Dividend Appreciation Index Fund Aprectn Etf 0.1%
Value ($000) $0 Shares 2,561 Est. Cost $80.76 Unrealized
DOW Dow INC CORP COMMON 0.1%
Value ($000) $0 Shares 3,415 Est. Cost $45.08 Unrealized +4.9%
EFA Ishares Msci Eafe Etf 0.1%
Value ($000) $0 Shares 2,498 Est. Cost $73.36 Unrealized
BP BP 0.1%
Value ($000) $0 Shares 4,722 Est. Cost $26.67 Unrealized
MLM Martin Marietta Materials INC CORP COMMON 0.1%
Value ($000) $0 Shares 481 Est. Cost $391.29 Unrealized -11.9%
FISV Fiserv, Inc. 0.1%
Value ($000) $0 Shares 1,495 Est. Cost $102.76 Unrealized +7.0%
GIS General Mills Inc. 0.1%
Value ($000) $0 Shares 1,977 Est. Cost $55.25 Unrealized +30.2%
FDX Fedex Corp COMMON 0.1%
Value ($000) $0 Shares 736 Est. Cost $210.05 Unrealized -9.2%
IXG Ishares S&p Global Financials Sector Index Fund Etf 0.1%
Value ($000) $0 Shares 2,425 Est. Cost $0.89 Unrealized
ADI Analog Devices INC CORP COMMON 0.1%
Value ($000) $0 Shares 848 Est. Cost $162.86 Unrealized +4.7%
CTVA Corteva INC CORP COMMON 0.1%
Value ($000) $0 Shares 2,682 Est. Cost $43.54 Unrealized +35.8%
VSS Vanguard Ftse All-world Ex-us Small-cap Index Vgrd All Wrld Ex US Sml Cap Etf 0.1%
Value ($000) $0 Shares 1,481 Est. Cost $132.12 Unrealized
DVN Devon Energy Corp COMMON 0.1%
Value ($000) $0 Shares 3,185 Est. Cost $51.30 Unrealized -1.4%
GOOGL Alphabet INC CLASS A CORP COMMON 0.1%
Value ($000) $0 Shares 1,537 Est. Cost $111.26 Unrealized -14.4%
NOC Northrop Grumman Corp COMMON 0.1%
Value ($000) $0 Shares 342 Est. Cost $348.21 Unrealized +26.9%
ROK Rockwell Automation INC Automat CORP COMMON 0.1%
Value ($000) $0 Shares 530 Est. Cost $233.68 Unrealized +15.8%
VDE Vanguard Energy Index Fund Etf 0.1%
Value ($000) $0 Shares 1,359 Est. Cost $77.35 Unrealized
VDC Vanguard Consumer Staples Index Fund Etf 0.1%
Value ($000) $0 Shares 793 Est. Cost $199.67 Unrealized
BX Blackstone INC CORP COMMON 0.1%
Value ($000) $0 Shares 1,747 Est. Cost $116.12 Unrealized -30.1%
WY Weyerhaeuser CO Reit 0.1%
Value ($000) $0 Shares 4,913 Est. Cost $32.09 Unrealized -10.9%
ADBE Adobe INC CORP COMMON 0.1%
Value ($000) $0 Shares 381 Est. Cost $525.22 Unrealized -32.3%
O Realty Income Corp Reit COMMON 0.1%
Value ($000) $0 Shares 2,297 Est. Cost $55.36 Unrealized -0.4%
NKE Nike INC CLASS B CORP COMMON 0.1%
Value ($000) $0 Shares 1,177 Est. Cost $154.55 Unrealized -24.5%
MPC Marathon Petroleum Corp COMMON 0.1%
Value ($000) $0 Shares 1,063 Est. Cost $58.41 Unrealized +101.3%
BK Bank of New York Mellon Corp 0.1%
Value ($000) $0 Shares 3,102 Est. Cost $51.03 Unrealized -12.3%
GLD Spdr Gold Shares Etf 0.1%
Value ($000) $0 Shares 766 Est. Cost $170.68 Unrealized
IWB Ishares Russell 1000 Index Fund Etf 0.1%
Value ($000) $0 Shares 605 Est. Cost $264.12 Unrealized
GE General Electric CO CORP COMMON 0.1%
Value ($000) $0 Shares 1,417 Est. Cost $65.91 Unrealized 0.0%
DUK Duke Energy Hldg Common 0.1%
Value ($000) $0 Shares 1,400 Est. Cost $86.52 Unrealized +1.9%
CASH Pathward Financial INC CORP COMMON 0.1%
Value ($000) $0 Shares 3,216 Est. Cost $58.81 Unrealized -20.7%
KIM Kimco Realty Corp Reit COMMON 0.1%
Value ($000) $0 Shares 6,809 Est. Cost $19.16 Unrealized -6.8%
VONV Vanguard Russell 1000 Value Etf 0.1%
Value ($000) $0 Shares 1,976 Est. Cost $73.64 Unrealized
IWN Ishares Russell 2000 Value Etf 0.1%
Value ($000) $0 Shares 966 Est. Cost $148.47 Unrealized
WK Workiva INC CLASS A CORP COMMON 0.1%
Value ($000) $0 Shares 1,275 Est. Cost $141.03 Unrealized -35.7%
AXON Axon Enterprise INC CORP COMMON 0.1%
Value ($000) $0 Shares 580 Est. Cost $167.89 Unrealized +18.4%
PCY Invesco Emerging Markets Sovereign Debt Etf Invsc Markt Sovrgn 0.1%
Value ($000) $0 Shares 6,750 Est. Cost $22.30 Unrealized
VTRS Viatris INC CORP COMMON 0.1%
Value ($000) $0 Shares 13,159 Est. Cost $10.95 Unrealized -11.5%
QQQ Invesco Qqq Trust Series 1 Invsc Srs Etf 0.1%
Value ($000) $0 Shares 392 Est. Cost $394.40 Unrealized
PYPL Paypal Holdings INC CORP COMMON 0.1%
Value ($000) $0 Shares 1,649 Est. Cost $142.23 Unrealized -46.0%
IMCG Ishares Morningstar Mid Growth Index Fund Morgstar Cap Gro Etf 0.1%
Value ($000) $0 Shares 2,148 Est. Cost $73.09 Unrealized
LYB Lyondellbasell Industries Nv CLASS A CORP COMMON 0.1%
Value ($000) $0 Shares 1,325 Est. Cost $68.69 Unrealized +11.0%
FXG First Trust Consumer Staples Alphadex Fund Tr Consumr Stapls Etf 0.1%
Value ($000) $0 Shares 1,989 Est. Cost $0.06 Unrealized
PRU Prudential Financial INC CORP COMMON 0.1%
Value ($000) $0 Shares 1,470 Est. Cost $88.66 Unrealized -6.8%
VNQ Vanguard Real Estate Index Fund Etf 0.1%
Value ($000) $0 Shares 1,449 Est. Cost $115.79 Unrealized
VTWG Vanguard Russell 2000 Growth Etf 0.1%
Value ($000) $0 Shares 700 Est. Cost $209.39 Unrealized
SLV Ishares Silver Trust Etf 0.1%
Value ($000) $0 Shares 5,180 Est. Cost $20.29 Unrealized
ISCV Ishares Morningstar Small Value Index Fund Morn Cap Etf 0.1%
Value ($000) $0 Shares 2,196 Est. Cost $59.65 Unrealized
VCR Vanguard Consumer Discretionary Etf 0.1%
Value ($000) $0 Shares 452 Est. Cost $291.10 Unrealized
CARR Carrier Global Corp COMMON 0.1%
Value ($000) $0 Shares 2,450 Est. Cost $50.95 Unrealized -15.4%
LNTH Lantheus Holdings INC CORP COMMON 0.1%
Value ($000) $0 Shares 1,345 Est. Cost $26.60 Unrealized +142.5%
PGR Progressive Corp COMMON 0.1%
Value ($000) $0 Shares 774 Est. Cost $86.23 Unrealized +46.1%
DFUS Dimensional U S Equity Etf 0.1%
Value ($000) $0 Shares 2,412 Est. Cost $0.04 Unrealized
FHI Federated Hermes INC CLASS B CORP COMMON 0.1%
Value ($000) $0 Shares 2,609 Est. Cost $29.32 Unrealized +17.7%
ADM Archer-daniels-midland CO Archer Daniels Midland CORP COMMON 0.1%
Value ($000) $0 Shares 1,300 Est. Cost $57.39 Unrealized +29.6%
IVE Ishares S&p 500 Value Etf 0.1%
Value ($000) $0 Shares 676 Est. Cost $156.80 Unrealized
LUV Southwest Airlines CO CORP COMMON 0.1%
Value ($000) $0 Shares 3,105 Est. Cost $41.07 Unrealized -22.5%
PNC PNC Financial Services Group, Inc. 0.1%
Value ($000) $0 Shares 793 Est. Cost $174.29 Unrealized -22.8%
STZ Constellation Brands INC CLASS A CORP COMMON 0.1%
Value ($000) $0 Shares 439 Est. Cost $212.48 Unrealized -0.7%
Vmware INC CLASS A CORP COMMON 0.1%
Value ($000) $0 Shares 785 Est. Cost $116.33 Unrealized
CL Colgate Polmolive Co. 0.1%
Value ($000) $0 Shares 1,284 Est. Cost $70.92 Unrealized -1.9%
OTIS Otis Worldwide Corp COMMON 0.1%
Value ($000) $0 Shares 1,143 Est. Cost $78.43 Unrealized +0.6%
DOCU Docusign INC CORP COMMON 0.1%
Value ($000) $0 Shares 1,624 Est. Cost $91.86 Unrealized -35.1%
STX Seagate Technology Holdings Plc CORP COMMON 0.1%
Value ($000) $0 Shares 1,416 Est. Cost $58.30 Unrealized 0.0%
WST West Pharmaceutical Services INC Pharm Svc CORP COMMON 0.1%
Value ($000) $0 Shares 265 Est. Cost $425.92 Unrealized -31.9%
TGT Target Corp. 0.1%
Value ($000) $0 Shares 558 Est. Cost $213.54 Unrealized -30.4%
RSP Invesco S&p 500 Eql Wght Etf Invsc S P Equal Weight 0.1%
Value ($000) $0 Shares 629 Est. Cost $149.32 Unrealized
GOVT Ishares US Treasury Bond Etf 0.1%
Value ($000) $0 Shares 3,850 Est. Cost $4.18 Unrealized
NET Cloudflare INC CLASS A CORP COMMON 0.1%
Value ($000) $0 Shares 1,450 Est. Cost $162.05 Unrealized -66.3%
XEL Xcel Energy Common 0.1%
Value ($000) $0 Shares 1,316 Est. Cost $56.85 Unrealized +7.2%
ORCL Oracle Corp. 0.1%
Value ($000) $0 Shares 950 Est. Cost $88.90 Unrealized -4.6%
C Citigroup INC CORP COMMON 0.0%
Value ($000) $0 Shares 1,860 Est. Cost $50.86 Unrealized -12.9%
SYY Sysco Corp. 0.0%
Value ($000) $0 Shares 1,116 Est. Cost $68.78 Unrealized +2.8%
TT Trane Technologies Plc CORP COMMON 0.0%
Value ($000) $0 Shares 451 Est. Cost $178.56 Unrealized -1.5%
PSX Phillips 66 CORP COMMON 0.0%
Value ($000) $0 Shares 802 Est. Cost $65.47 Unrealized +40.0%
COR Amerisourcebergen Corp COMMON 0.0%
Value ($000) $0 Shares 500 Est. Cost $117.11 Unrealized +32.0%
NVS Novartis Ag ADR Repsg 1 CORP COMMON 0.0%
Value ($000) $0 Shares 855 Est. Cost $87.64 Unrealized
ZVRA Zevra Therapeutics INC CORP COMMON 0.0%
Value ($000) $0 Shares 14,224 Est. Cost $8.74 Unrealized -39.5%
RACE Ferrari Nv CORP COMMON 0.0%
Value ($000) $0 Shares 285 Est. Cost $208.60 Unrealized +22.4%
WELL Welltower INC CORP COMMON 0.0%
Value ($000) $0 Shares 1,058 Est. Cost $61.54 Unrealized +10.2%
MSEX Middlesex Water CO CORP COMMON 0.0%
Value ($000) $0 Shares 967 Est. Cost $106.24 Unrealized -24.1%
PKG Packaging Corp Amer Common 0.0%
Value ($000) $0 Shares 524 Est. Cost $122.50 Unrealized +2.1%
FDN First Trust Dow Jones Internet Index Fund Cf Etf 0.0%
Value ($000) $0 Shares 496 Est. Cost $0.15 Unrealized
DAL Delta Air Lines INC CORP COMMON 0.0%
Value ($000) $0 Shares 2,055 Est. Cost $38.51 Unrealized -6.3%
ILCB Ishares Morningstar US Equity Etf 0.0%
Value ($000) $0 Shares 1,268 Est. Cost $66.25 Unrealized
Lam Research Corp COMMON 0.0%
Value ($000) $0 Shares 134 Est. Cost $606.48 Unrealized
CLX Clorox CO CORP COMMON 0.0%
Value ($000) $0 Shares 450 Est. Cost $145.62 Unrealized -6.4%
DOC Healthpeak Properties INC CORP COMMON 0.0%
Value ($000) $0 Shares 3,235 Est. Cost $27.38 Unrealized -24.3%
PEG Public Service Enterprise Group INC CORP COMMON 0.0%
Value ($000) $0 Shares 1,100 Est. Cost $55.02 Unrealized -0.2%
QCOM Qualcomm, Inc. 0.0%
Value ($000) $0 Shares 535 Est. Cost $146.06 Unrealized -20.3%
IWO Ishares Russell 2000 Growth Etf 0.0%
Value ($000) $0 Shares 300 Est. Cost $206.67 Unrealized
XLP Consumer Staples Select Sector Spdr Fund Etf 0.0%
Value ($000) $0 Shares 900 Est. Cost $73.09 Unrealized
EW Edwards Lifesciences Corp COMMON 0.0%
Value ($000) $0 Shares 787 Est. Cost $108.27 Unrealized -27.4%
WBD Warner Bros Discovery INC Bros. Srs A CORP COMMON 0.0%
Value ($000) $0 Shares 4,240 Est. Cost $14.23 Unrealized 0.0%
FXH First Trust Health Care Alphadex Fund Etf 0.0%
Value ($000) $0 Shares 593 Est. Cost $0.11 Unrealized
IGIB Ishares 5-10 Yr Investment Grade Corporate Bd Etf Trt Is Inv Gr Cr 0.0%
Value ($000) $0 Shares 1,239 Est. Cost $45.21 Unrealized
FE Firstenergy Common 0.0%
Value ($000) $0 Shares 1,560 Est. Cost $32.61 Unrealized +9.9%
DVY Ishares Select Dividend Etf 0.0%
Value ($000) $0 Shares 530 Est. Cost $118.69 Unrealized
CPRI Capri Holdings Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 1,300 Est. Cost $59.20 Unrealized -9.4%
CNS Cohen & Steers INC CORP COMMON 0.0%
Value ($000) $0 Shares 927 Est. Cost $80.62 Unrealized -21.5%
PRI Primerica INC CORP COMMON 0.0%
Value ($000) $0 Shares 343 Est. Cost $158.57 Unrealized +3.4%
CMCSA Comcast Corp CLASS A COMMON 0.0%
Value ($000) $0 Shares 1,544 Est. Cost $46.14 Unrealized -24.9%
GPRE Green Plains INC CORP COMMON 0.0%
Value ($000) $0 Shares 1,856 Est. Cost $37.18 Unrealized -12.3%
ITA Ishares Dow Jones US Aerospace And Defense Index Fund Etf 0.0%
Value ($000) $0 Shares 500 Est. Cost $103.09 Unrealized
Adams Resources & Energy INC And CORP COMMON 0.0%
Value ($000) $0 Shares 1,450 Est. Cost $27.88 Unrealized
ELV Anthem, Inc 0.0%
Value ($000) $0 Shares 122 Est. Cost $397.15 Unrealized +14.6%
VBK Vanguard Small-cap Growth Index Fund Small Cap Etf 0.0%
Value ($000) $0 Shares 260 Est. Cost $257.43 Unrealized
EXC Exelon Corp COMMON 0.0%
Value ($000) $0 Shares 1,324 Est. Cost $32.93 Unrealized +13.6%
FXD First Trust Consumer Discretionary Alphadex Fund Tr Cons Dscrtnry Etf 0.0%
Value ($000) $0 Shares 1,055 Est. Cost $0.05 Unrealized
SAFT Safety Insurance Group INC CORP COMMON 0.0%
Value ($000) $0 Shares 725 Est. Cost $80.89 Unrealized +0.7%
WPC Wp Carey INC W P Reit CORP COMMON 0.0%
Value ($000) $0 Shares 682 Est. Cost $63.07 Unrealized
HBAN Huntington Bancshares INC CORP COMMON 0.0%
Value ($000) $0 Shares 4,623 Est. Cost $13.03 Unrealized -6.7%
EFX Equifax INC CORP COMMON 0.0%
Value ($000) $0 Shares 250 Est. Cost $270.17 Unrealized -24.5%
ACN Accenture Plc CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 175 Est. Cost $343.31 Unrealized -23.9%
DEO Diageo Plc ADR Rep 4 CORP COMMON 0.0%
Value ($000) $0 Shares 269 Est. Cost $219.33 Unrealized
EVRG Evergy INC CORP COMMON 0.0%
Value ($000) $0 Shares 808 Est. Cost $54.86 Unrealized -2.2%
PH Parker-hannifin Corp Parker Hannifin COMMON 0.0%
Value ($000) $0 Shares 147 Est. Cost $292.73 Unrealized +9.3%
Z Zillow Group INC CLASS C CORP COMMON 0.0%
Value ($000) $0 Shares 1,070 Est. Cost $72.06 Unrealized -41.0%
ALL Allstate Common 0.0%
Value ($000) $0 Shares 431 Est. Cost $111.83 Unrealized +5.6%
CHD Church & Dwight CO INC And CORP COMMON 0.0%
Value ($000) $0 Shares 539 Est. Cost $86.37 Unrealized -6.6%
WMB Williams Companies INC CORP COMMON 0.0%
Value ($000) $0 Shares 1,614 Est. Cost $22.75 Unrealized +19.3%
CNC Centene Corp COMMON 0.0%
Value ($000) $0 Shares 750 Est. Cost $73.27 Unrealized -3.1%
LHX L3harris Technologies INC CORP COMMON 0.0%
Value ($000) $0 Shares 238 Est. Cost $203.52 Unrealized -5.6%
XMMO Invesco S And P Midcap Momentum Etf Momntm 0.0%
Value ($000) $0 Shares 609 Est. Cost $90.31 Unrealized
IAT Ishares U.s. Regional Banks Etf US 0.0%
Value ($000) $0 Shares 1,275 Est. Cost $4.75 Unrealized
SHEL Shell Plc ADR Each Rep 2 CORP COMMON 0.0%
Value ($000) $0 Shares 780 Est. Cost $50.00 Unrealized
VYMI Vanguard Internatl High Div Yield Index Fund Internatnl Hgh Yld Etf 0.0%
Value ($000) $0 Shares 730 Est. Cost $67.25 Unrealized
AWK American Water Works Company INC CORP COMMON 0.0%
Value ($000) $0 Shares 300 Est. Cost $160.41 Unrealized -13.4%
MGM Mgm Resorts International CORP COMMON 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $44.88 Unrealized -7.4%
AAXJ Ishares Msci All Country Asia Ex Japan Etf Count Asa Jp 0.0%
Value ($000) $0 Shares 655 Est. Cost $82.44 Unrealized
DNP Select Income Fund Inc. 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $10.75 Unrealized
ILCV Ishares Morningstar Value Etf 0.0%
Value ($000) $0 Shares 668 Est. Cost $68.86 Unrealized
EEM Ishares Msci Emerging Markets Etf 0.0%
Value ($000) $0 Shares 1,070 Est. Cost $6.53 Unrealized
CIEN Ciena Corp COMMON 0.0%
Value ($000) $0 Shares 800 Est. Cost $61.70 Unrealized -19.1%
SDY Spdr S&p Dividend Etf 0.0%
Value ($000) $0 Shares 338 Est. Cost $130.18 Unrealized
DDOG Datadog INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 573 Est. Cost $164.50 Unrealized -55.4%
Paramount Global CLASS B CORP COMMON 0.0%
Value ($000) $0 Shares 1,845 Est. Cost $5.36 Unrealized
OLLI Ollie's Bargain Outlet Holdings INC Ollies Hldg CORP COMMON 0.0%
Value ($000) $0 Shares 700 Est. Cost $58.59 Unrealized -6.1%
Modivcare INC CORP COMMON 0.0%
Value ($000) $0 Shares 475 Est. Cost $148.15 Unrealized
D Dominion Energy INC CORP COMMON 0.0%
Value ($000) $0 Shares 694 Est. Cost $62.13 Unrealized -18.6%
IDXX Idexx Laboratories INC CORP COMMON 0.0%
Value ($000) $0 Shares 78 Est. Cost $627.75 Unrealized -23.8%
IWS Ishares Russell Mid-cap Value Etf Mid Cap 0.0%
Value ($000) $0 Shares 370 Est. Cost $121.77 Unrealized
VONG Vanguard Russell 1000 Growth Etf 0.0%
Value ($000) $0 Shares 600 Est. Cost $76.94 Unrealized
STT State Street Corp COMMON 0.0%
Value ($000) $0 Shares 500 Est. Cost $81.66 Unrealized -6.7%
OKE Oneok INC CORP COMMON 0.0%
Value ($000) $0 Shares 600 Est. Cost $50.02 Unrealized +14.6%
ISRG Intuitive Surgical INC CORP COMMON 0.0%
Value ($000) $0 Shares 150 Est. Cost $344.06 Unrealized -28.4%
GEHC Ge Healthcare Technologies INC CORP COMMON 0.0%
Value ($000) $0 Shares 464 Est. Cost $71.08 Unrealized 0.0%
HRL Hormel Foods Corp COMMON 0.0%
Value ($000) $0 Shares 925 Est. Cost $38.61 Unrealized +1.2%
CMG Chipotle Mexican Grill INC CORP COMMON 0.0%
Value ($000) $0 Shares 21 Est. Cost $35.21 Unrealized -10.8%
MUB Ishares National Muni Bond Etf 0.0%
Value ($000) $0 Shares 332 Est. Cost $117.47 Unrealized
MDU Mdu Resources Group INC CORP COMMON 0.0%
Value ($000) $0 Shares 1,155 Est. Cost $9.99 Unrealized +7.1%
BJ Bj's Wholesale Club Holdings INC Bjs Hold CORP COMMON 0.0%
Value ($000) $0 Shares 450 Est. Cost $62.43 Unrealized +16.4%
NFLX Netflix INC CORP COMMON 0.0%
Value ($000) $0 Shares 97 Est. Cost $54.71 Unrealized -39.5%
HTZ Hertz Global Holdings INC Hldgs CORP COMMON 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $17.44 Unrealized 0.0%
QSR Restaurant Brands International INC Intrnational CORP COMMON 0.0%
Value ($000) $0 Shares 490 Est. Cost $58.94 Unrealized +10.6%
MCO Moody's Corp Moodys COMMON 0.0%
Value ($000) $0 Shares 106 Est. Cost $372.33 Unrealized -20.8%
XLK Technology Select Sector Spdr Fund Etf 0.0%
Value ($000) $0 Shares 215 Est. Cost $139.10 Unrealized
PAA Plains All American Pipeline Lp Unt 0.0%
Value ($000) $0 Shares 2,550 Est. Cost $9.41 Unrealized
PB Prosperity Bancshares INC CORP COMMON 0.0%
Value ($000) $0 Shares 500 Est. Cost $64.32 Unrealized -0.1%
ETN Eaton Corporation Plc CORP COMMON 0.0%
Value ($000) $0 Shares 179 Est. Cost $155.46 Unrealized +3.0%
Heartland Financial Usa INC CORP COMMON 0.0%
Value ($000) $0 Shares 800 Est. Cost $8.42 Unrealized
Juniper Networks Common 0.0%
Value ($000) $0 Shares 900 Est. Cost $35.83 Unrealized
TTC Toro CO CORP COMMON 0.0%
Value ($000) $0 Shares 283 Est. Cost $99.58 Unrealized +11.8%
ATLO Ames National Cdt-com 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $19.85 Unrealized +2.3%
Avangrid INC CORP COMMON 0.0%
Value ($000) $0 Shares 755 Est. Cost $50.23 Unrealized
SPIB Spdr Portfolio Intermediate Term Corporate Bd Etf Intrmdt Trm Crprate Bnd 0.0%
Value ($000) $0 Shares 931 Est. Cost $36.52 Unrealized
ZTS Zoetis INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 182 Est. Cost $210.50 Unrealized -24.5%
MC Moelis & CO CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 750 Est. Cost $53.17 Unrealized -29.9%
EWU Ishares Msci United Kingdom Etf Kingdome 0.0%
Value ($000) $0 Shares 913 Est. Cost $33.85 Unrealized
HAL Halliburton CO CORP COMMON 0.0%
Value ($000) $0 Shares 912 Est. Cost $21.79 Unrealized +59.0%
AJG Gallagher, Arthur J. & Co. 0.0%
Value ($000) $0 Shares 150 Est. Cost $153.40 Unrealized +20.4%
Walgreens Boots Alliance INC Walgreen CORP COMMON 0.0%
Value ($000) $0 Shares 832 Est. Cost $39.67 Unrealized
VOX Vanguard Communication Services Index Fund Etf 0.0%
Value ($000) $0 Shares 285 Est. Cost $129.58 Unrealized
ALB Albemarle Corp COMMON 0.0%
Value ($000) $0 Shares 125 Est. Cost $234.79 Unrealized +0.4%
SCHW Charles Schwab Corp COMMON 0.0%
Value ($000) $0 Shares 530 Est. Cost $66.19 Unrealized +6.1%
Etfmg Prime Junior Silver Miners Etf Silvr Mnrs 0.0%
Value ($000) $0 Shares 2,515 Est. Cost $10.28 Unrealized
Hess Corp COMMON 0.0%
Value ($000) $0 Shares 211 Est. Cost $74.68 Unrealized
PDBC Invesco Optimum Yld Dvsfd Cmd Str No K-1 Etf Invsc Actvly Mng Optm Yd Dvrs 0.0%
Value ($000) $0 Shares 1,946 Est. Cost $13.87 Unrealized
LW Lamb Weston Holdings INC CORP COMMON 0.0%
Value ($000) $0 Shares 267 Est. Cost $53.78 Unrealized +74.3%
NCLH Norwegian Cruise Line Holdings Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 2,050 Est. Cost $23.15 Unrealized -35.4%
VNQI Vanguard Global Ex-us Real Estate Index FUND Glbal Ex US Etf 0.0%
Value ($000) $0 Shares 700 Est. Cost $54.29 Unrealized
CCL Carnival Corp COMMON 0.0%
Value ($000) $0 Shares 2,655 Est. Cost $20.73 Unrealized -50.0%
CEG Constellation Energy Corp COMMON 0.0%
Value ($000) $0 Shares 349 Est. Cost $79.03 Unrealized 0.0%
AGM Federal Agricultural Mortgage Corp Agricultur CLASS C COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $107.94 Unrealized +11.4%
DTE Dte Energy CO CORP COMMON 0.0%
Value ($000) $0 Shares 250 Est. Cost $99.45 Unrealized +1.6%
AVGO Broadcom INC CORP COMMON 0.0%
Value ($000) $0 Shares 40 Est. Cost $51.79 Unrealized +11.2%
FJUL Ft Cboe Vest US Equity Buffer Etf - July 0.0%
Value ($000) $0 Shares 725 Est. Cost $0.03 Unrealized
TKR Timken CO CORP COMMON 0.0%
Value ($000) $0 Shares 300 Est. Cost $70.09 Unrealized +15.4%
PSLV Sprott Physical Silver Trust Etv 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $8.00 Unrealized
HLN Haleon Plc ADR Rep 2 CORP COMMON 0.0%
Value ($000) $0 Shares 3,023 Est. Cost $0.01 Unrealized
KMI Kinder Morgan INC CLASS P CORP COMMON 0.0%
Value ($000) $0 Shares 1,353 Est. Cost $13.34 Unrealized +14.2%
TOWN Townebank Towne Bank CORP COMMON 0.0%
Value ($000) $0 Shares 900 Est. Cost $31.86 Unrealized -7.3%
VRTX Vertex Pharmaceuticals INC CORP COMMON 0.0%
Value ($000) $0 Shares 75 Est. Cost $194.45 Unrealized +54.2%
OXY Occidental Petroleum Corp COMMON 0.0%
Value ($000) $0 Shares 370 Est. Cost $48.57 Unrealized +21.8%
PEBO Peoples Bancorp INC People CORP COMMON 0.0%
Value ($000) $0 Shares 900 Est. Cost $31.54 Unrealized -8.7%
OGN Organon & CO CORP COMMON 0.0%
Value ($000) $0 Shares 971 Est. Cost $23.27 Unrealized 0.0%
IR Ingersoll Rand INC CORP COMMON 0.0%
Value ($000) $0 Shares 397 Est. Cost $56.66 Unrealized -0.8%
DRI Darden Restaurants INC CORP COMMON 0.0%
Value ($000) $0 Shares 149 Est. Cost $114.33 Unrealized +18.2%
WPM Wheaton Precious Metals Corp COMMON 0.0%
Value ($000) $0 Shares 450 Est. Cost $39.43 Unrealized +7.8%
RBLX Roblox Corp CLASS A COMMON 0.0%
Value ($000) $0 Shares 478 Est. Cost $81.96 Unrealized -53.4%
XMLV Invesco S&p Midcap Low Volatility Etf Invsc S P 0.0%
Value ($000) $0 Shares 427 Est. Cost $58.55 Unrealized
INTU Intuit INC CORP COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $422.65 Unrealized -4.6%
FSLR First Solar INC CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $102.83 Unrealized +77.5%
CNP Centerpoint Energy INC CORP COMMON 0.0%
Value ($000) $0 Shares 750 Est. Cost $24.02 Unrealized +12.7%
IHF Ishares U.s. Healthcare Providers Etf US Pro 0.0%
Value ($000) $0 Shares 85 Est. Cost $294.12 Unrealized
EBF Ennis INC CORP COMMON 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $14.00 Unrealized +17.7%
LEN Lennar Corp CLASS A COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $96.09 Unrealized -3.5%
MPT Medical Properties Trust INC Reit CORP COMMON 0.0%
Value ($000) $0 Shares 2,540 Est. Cost $0.01 Unrealized
MOS Mosaic CO CORP COMMON 0.0%
Value ($000) $0 Shares 460 Est. Cost $35.44 Unrealized +25.6%
TJX Tjx Companies INC CORP COMMON 0.0%
Value ($000) $0 Shares 266 Est. Cost $65.27 Unrealized +15.9%
TRN Trinity Industries INC CORP COMMON 0.0%
Value ($000) $0 Shares 850 Est. Cost $24.11 Unrealized -2.7%
VTI Vanguard Idx Fund Total Stock Market Etf 0.0%
Value ($000) $0 Shares 100 Est. Cost $230.00 Unrealized
MGK Vanguard Mega Cap Growth Index Fund Etf 0.0%
Value ($000) $0 Shares 100 Est. Cost $252.22 Unrealized
VPL Vanguard Pacific Stock Index Fund Ftse Etf 0.0%
Value ($000) $0 Shares 300 Est. Cost $77.50 Unrealized
ES Eversource Energy CORP COMMON 0.0%
Value ($000) $0 Shares 250 Est. Cost $72.67 Unrealized -4.6%
SCZ Ishares Msci Eafe Small Cap Index Fund Etf 0.0%
Value ($000) $0 Shares 336 Est. Cost $67.36 Unrealized
TSM Taiwan Semiconductor Manufacturing LTD 0.0%
Value ($000) $0 Shares 220 Est. Cost $0.07 Unrealized
TFX Teleflex INC CORP COMMON 0.0%
Value ($000) $0 Shares 78 Est. Cost $330.52 Unrealized -28.3%
VXF Vanguard Extended Markets Index Fund Market Etf 0.0%
Value ($000) $0 Shares 146 Est. Cost $177.67 Unrealized
VONE Vanguard Russell 1000 Index Fund Etf 0.0%
Value ($000) $0 Shares 100 Est. Cost $210.00 Unrealized
VIOG Vanguard S&p Small-cap 600 Growth Index Fund Small Cap Grwth Etf 0.0%
Value ($000) $0 Shares 200 Est. Cost $110.05 Unrealized
NOG Northern Oil And Gas INC CORP COMMON 0.0%
Value ($000) $0 Shares 625 Est. Cost $33.65 Unrealized -7.4%
BALL Ball Corp COMMON 0.0%
Value ($000) $0 Shares 340 Est. Cost $58.57 Unrealized -8.9%
BMRN Biomarin Pharmaceutical INC CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $82.51 Unrealized +25.6%
HE Hawaiian Electric Industries INC CORP COMMON 0.0%
Value ($000) $0 Shares 456 Est. Cost $40.58 Unrealized -0.1%
SIL Global X Silver Miners Etf 0.0%
Value ($000) $0 Shares 570 Est. Cost $24.56 Unrealized
DHR Danaher Corp. 0.0%
Value ($000) $0 Shares 70 Est. Cost $249.21 Unrealized -10.1%
UBSI United Bankshares INC CORP COMMON 0.0%
Value ($000) $0 Shares 500 Est. Cost $36.81 Unrealized +6.6%
XYZ Block INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 255 Est. Cost $176.45 Unrealized -57.6%
VTHR Vanguard Russell 3000 Etf 0.0%
Value ($000) $0 Shares 100 Est. Cost $200.00 Unrealized
VIOO Vanguard S&p Small-cap 600 Index Fund Small Cap Etf 0.0%
Value ($000) $0 Shares 200 Est. Cost $85.05 Unrealized
IVOG Vanguard S&p Mid-cap 400 Growth Index Fund Mid Cap Etf 0.0%
Value ($000) $0 Shares 200 Est. Cost $95.05 Unrealized
XSLV Invesco S&p Smallcap Low Volatility Etf Invsc S P Volatilty 0.0%
Value ($000) $0 Shares 426 Est. Cost $51.64 Unrealized
KREF Kkr Real Estate Finance Trust INC CORP COMMON 0.0%
Value ($000) $0 Shares 1,600 Est. Cost $21.05 Unrealized
PNW Pinnacle West Capital Corp COMMON 0.0%
Value ($000) $0 Shares 233 Est. Cost $55.84 Unrealized +19.6%
TSN Tyson Foods INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 300 Est. Cost $72.11 Unrealized -23.1%
UMBF Umb Financial Corp COMMON 0.0%
Value ($000) $0 Shares 300 Est. Cost $81.27 Unrealized 0.0%
IVOO Vanguard S&p Mid-cap 400 Index Fund Mid Cap Etf 0.0%
Value ($000) $0 Shares 200 Est. Cost $75.04 Unrealized
WTRG Essential Utilities INC CORP COMMON 0.0%
Value ($000) $0 Shares 380 Est. Cost $48.56 Unrealized -7.1%
GLW Corning Inc. 0.0%
Value ($000) $0 Shares 476 Est. Cost $33.34 Unrealized -3.7%
Activision Blizzard INC CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $68.27 Unrealized
AEM Agnico Eagle Mines Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 317 Est. Cost $49.03 Unrealized -1.9%
RPM Rpm International INC CORP COMMON 0.0%
Value ($000) $0 Shares 186 Est. Cost $87.60 Unrealized 0.0%
DHX Dhi Group INC CORP COMMON 0.0%
Value ($000) $0 Shares 4,139 Est. Cost $5.29 Unrealized -10.3%
CDE Coeur Mining INC CORP COMMON 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $6.01 Unrealized -42.3%
BOKF Bok Financial Corp COMMON 0.0%
Value ($000) $0 Shares 176 Est. Cost $92.25 Unrealized -1.6%
TFC Truist Financial Corp COMMON 0.0%
Value ($000) $0 Shares 453 Est. Cost $49.71 Unrealized -25.0%
BLV Vanguard Long-term Bond Index Fund Long Term Etf 0.0%
Value ($000) $0 Shares 200 Est. Cost $70.00 Unrealized
YORW York Water CO CORP COMMON 0.0%
Value ($000) $0 Shares 340 Est. Cost $43.40 Unrealized -4.0%
KR Kroger CO CORP COMMON 0.0%
Value ($000) $0 Shares 300 Est. Cost $38.48 Unrealized +11.5%
SCHD Schwab US Dividend Equity Etf 0.0%
Value ($000) $0 Shares 200 Est. Cost $50.03 Unrealized
Spirit Airlines INC CORP COMMON 0.0%
Value ($000) $0 Shares 855 Est. Cost $22.22 Unrealized
CC Chemours CO CORP COMMON 0.0%
Value ($000) $0 Shares 475 Est. Cost $26.84 Unrealized +9.7%
CAH Cardinal Health INC CORP COMMON 0.0%
Value ($000) $0 Shares 180 Est. Cost $44.62 Unrealized +60.3%
CF Cf Industries Holdings INC CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $76.41 Unrealized 0.0%
DLTR Dollar Tree INC CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $121.46 Unrealized +19.5%
QUAL Ishares Msci Usa Quality Factor Etf Qlty Fact 0.0%
Value ($000) $0 Shares 114 Est. Cost $149.12 Unrealized
KHC Kraft Heinz CO CORP COMMON 0.0%
Value ($000) $0 Shares 350 Est. Cost $29.49 Unrealized +15.9%
LVS Las Vegas Sands Corp COMMON 0.0%
Value ($000) $0 Shares 245 Est. Cost $36.70 Unrealized +45.7%
STM Stmicroelectronics Nv ADR 0.0%
Value ($000) $0 Shares 260 Est. Cost $30.77 Unrealized
TM Toyota Motor Corp - Adr 0.0%
Value ($000) $0 Shares 100 Est. Cost $190.00 Unrealized
UEC Uranium Energy Corp COMMON 0.0%
Value ($000) $0 Shares 4,960 Est. Cost $3.85 Unrealized -6.0%
MGC Vanguard Mega Cap Index Fund Etf 0.0%
Value ($000) $0 Shares 100 Est. Cost $160.00 Unrealized
RGLD Royal Gold INC CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $100.83 Unrealized +22.2%
SON Sonoco Products CO CORP COMMON 0.0%
Value ($000) $0 Shares 214 Est. Cost $51.08 Unrealized +3.2%
EOG Eog Resources INC CORP COMMON 0.0%
Value ($000) $0 Shares 115 Est. Cost $73.31 Unrealized +49.1%
BEN Franklin Resources INC CORP COMMON 0.0%
Value ($000) $0 Shares 500 Est. Cost $26.58 Unrealized -6.3%
SJM J M Smucker CO JM CORP COMMON 0.0%
Value ($000) $0 Shares 85 Est. Cost $111.01 Unrealized +23.5%
Vector Group Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 1,061 Est. Cost $11.31 Unrealized
CPB Campbell Soup CO CORP COMMON 0.0%
Value ($000) $0 Shares 215 Est. Cost $36.19 Unrealized +32.6%
AGI Alamos Gold INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $7.49 Unrealized +42.5%
TSCO Tractor Supply CO CORP COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $40.72 Unrealized +6.3%
MRNA Moderna INC CORP COMMON 0.0%
Value ($000) $0 Shares 75 Est. Cost $292.38 Unrealized -43.6%
Luminar Technologies INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 1,900 Est. Cost $12.10 Unrealized
IP International Paper CO CORP COMMON 0.0%
Value ($000) $0 Shares 325 Est. Cost $41.02 Unrealized -20.8%
CODI Compass Diversified Holdings CORP COMMON 0.0%
Value ($000) $0 Shares 626 Est. Cost $18.32 Unrealized 0.0%
VFQY Vanguard US Quality Factor Etf 0.0%
Value ($000) $0 Shares 100 Est. Cost $120.00 Unrealized
VFMO Vanguard US Momentum Factor Etf 0.0%
Value ($000) $0 Shares 100 Est. Cost $130.00 Unrealized
SWK Stanley Black & Decker INC And CORP COMMON 0.0%
Value ($000) $0 Shares 133 Est. Cost $158.57 Unrealized -52.7%
MDY Spdr S&p Midcap 400 Etf 0.0%
Value ($000) $0 Shares 25 Est. Cost $520.00 Unrealized
Southstate Corp COMMON 0.0%
Value ($000) $0 Shares 150 Est. Cost $80.00 Unrealized
Silvercrest Metals INC CORP COMMON 0.0%
Value ($000) $0 Shares 1,520 Est. Cost $6.58 Unrealized
PENN Penn Entertainment INC CORP COMMON 0.0%
Value ($000) $0 Shares 375 Est. Cost $60.63 Unrealized -48.9%
OCFC Oceanfirst Financial Corp COMMON 0.0%
Value ($000) $0 Shares 600 Est. Cost $17.99 Unrealized +6.2%
NGVT Ingevity Corp COMMON 0.0%
Value ($000) $0 Shares 160 Est. Cost $76.05 Unrealized +4.4%
INCY Incyte Corp COMMON 0.0%
Value ($000) $0 Shares 147 Est. Cost $67.41 Unrealized +16.0%
Barrick Gold Corp COMMON 0.0%
Value ($000) $0 Shares 570 Est. Cost $17.55 Unrealized
FNV Franco-nevada Corp Franco Nevada COMMON 0.0%
Value ($000) $0 Shares 75 Est. Cost $133.03 Unrealized +2.0%
Blackrock INC CORP COMMON 0.0%
Value ($000) $0 Shares 16 Est. Cost $937.50 Unrealized
FAST Fastenal CO CORP 0.0%
Value ($000) $0 Shares 200 Est. Cost $26.67 Unrealized -10.4%
CME Cme Group INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 60 Est. Cost $184.82 Unrealized -12.4%
CRNC Cerence INC CORP COMMON 0.0%
Value ($000) $0 Shares 400 Est. Cost $88.18 Unrealized -70.9%
SCHX Schwab US Large-cap Etf Large Cap 0.0%
Value ($000) $0 Shares 200 Est. Cost $55.00 Unrealized
APD Air Products And Chemicals INC CORP COMMON 0.0%
Value ($000) $0 Shares 36 Est. Cost $263.65 Unrealized +2.5%
ABNB Airbnb INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 84 Est. Cost $174.17 Unrealized -34.4%
XLF Financial Select Sector Spdr Fund Str Etf 0.0%
Value ($000) $0 Shares 300 Est. Cost $40.00 Unrealized
DINO Hf Sinclair Corp COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $45.96 Unrealized 0.0%
Interpublic Group Of Companies INC CORP COMMON 0.0%
Value ($000) $0 Shares 257 Est. Cost $31.06 Unrealized +3.3%
Lazard Ltd CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 305 Est. Cost $43.24 Unrealized
MGA Magna International INC CORP COMMON 0.0%
Value ($000) $0 Shares 188 Est. Cost $70.50 Unrealized -26.4%
MFC Manulife Financial Corp COMMON 0.0%
Value ($000) $0 Shares 539 Est. Cost $19.36 Unrealized -1.8%
MAA Mid-america Apartment Communities INC Mid America Apt Communiti Reit CORP COMMON 0.0%
Value ($000) $0 Shares 66 Est. Cost $172.09 Unrealized -17.7%
SHOP Shopify INC CLASS A Sub Vtg CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $53.88 Unrealized -18.3%
TFSL Tfs Financial Corp COMMON 0.0%
Value ($000) $0 Shares 800 Est. Cost $13.50 Unrealized -19.7%
MGV Vanguard Mega Cap 300 Value Index Fund Etf 0.0%
Value ($000) $0 Shares 100 Est. Cost $110.00 Unrealized
VFMV Vanguard US Minimum Volatility Etf Volatilty 0.0%
Value ($000) $0 Shares 100 Est. Cost $100.00 Unrealized
VRSK Verisk Analytics INC CORP COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $212.40 Unrealized -16.3%
VSH Vishay Intertechnology INC Intertech CORP COMMON 0.0%
Value ($000) $0 Shares 450 Est. Cost $18.84 Unrealized +9.7%
JETS US Global Jets Etf 0.0%
Value ($000) $0 Shares 500 Est. Cost $22.00 Unrealized
VT Vanguard Total World Stock Index Fund Etf 0.0%
Value ($000) $0 Shares 100 Est. Cost $90.00 Unrealized
VXUS Vanguard Total International Stock Index Fund Stk Etf 0.0%
Value ($000) $0 Shares 157 Est. Cost $63.69 Unrealized
MLAB Mesa Laboratories INC CORP COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $307.32 Unrealized -42.7%
New York Community Bancorp INC CORP COMMON 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $12.50 Unrealized
NICE Nice Ltd ADR Rep 1 CORP COMMON 0.0%
Value ($000) $0 Shares 40 Est. Cost $300.00 Unrealized
NSC Norfolk Southern Corp COMMON 0.0%
Value ($000) $0 Shares 44 Est. Cost $238.89 Unrealized -9.3%
OKTA Okta INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $76.12 Unrealized 0.0%
TMO Thermo Fisher Scientific INC CORP COMMON 0.0%
Value ($000) $0 Shares 15 Est. Cost $617.25 Unrealized -9.5%
TD Toronto-dominion Bank Toronto Dominion CORP COMMON 0.0%
Value ($000) $0 Shares 153 Est. Cost $72.90 Unrealized -11.4%
EMX Emx Royalty Corp COMMON 0.0%
Value ($000) $0 Shares 4,350 Est. Cost $2.07 Unrealized
EQX Equinox Gold Corp COMMON 0.0%
Value ($000) $0 Shares 1,680 Est. Cost $7.30 Unrealized -43.0%
GM General Motors CO CORP COMMON 0.0%
Value ($000) $0 Shares 233 Est. Cost $56.36 Unrealized -34.9%
IWP Ishares Russell Mid-cap Growth Etf Mid Cap 0.0%
Value ($000) $0 Shares 100 Est. Cost $100.00 Unrealized
IYW Ishares Trust Dj US Technology Etf 0.0%
Value ($000) $0 Shares 100 Est. Cost $100.00 Unrealized
Mag Silver Corp COMMON 0.0%
Value ($000) $0 Shares 740 Est. Cost $16.22 Unrealized
AEE Ameren Corp 0.0%
Value ($000) $0 Shares 100 Est. Cost $75.02 Unrealized +4.0%
BMO Bank Of Montreal CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $98.30 Unrealized -14.6%
Cedar Fair Lp Unt 0.0%
Value ($000) $0 Shares 200 Est. Cost $50.00 Unrealized
NEAR Blackrock Short Maturity Bond Etf 0.0%
Value ($000) $0 Shares 174 Est. Cost $51.72 Unrealized
TZA Direxion Daily Small Cap Bear 3x Shares Etf 0.0%
Value ($000) $0 Shares 300 Est. Cost $32.22 Unrealized
EMBC Embecta Corp COMMON 0.0%
Value ($000) $0 Shares 326 Est. Cost $26.16 Unrealized -3.1%
KCE Spdr S&p Capital Markets Etf 0.0%
Value ($000) $0 Shares 100 Est. Cost $90.00 Unrealized
FCX Freeport-mcmoran INC Freeport Mcmoran CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $37.30 Unrealized +7.2%
LIT Global X Lithium & Battery Tech Etf 0.0%
Value ($000) $0 Shares 120 Est. Cost $83.33 Unrealized
NXE Nexgen Energy Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 2,185 Est. Cost $5.14 Unrealized -16.4%
PAAS Pan American Silver Corp Amer COMMON 0.0%
Value ($000) $0 Shares 430 Est. Cost $25.19 Unrealized -31.8%
RCL Royal Caribbean Cruises Ltd Group CORP COMMON 0.0%
Value ($000) $0 Shares 120 Est. Cost $79.83 Unrealized -18.8%
SCHF Schwab International Equity Etf 0.0%
Value ($000) $0 Shares 225 Est. Cost $40.00 Unrealized
Etfmg Prime Cyber Security Etf 0.0%
Value ($000) $0 Shares 160 Est. Cost $62.50 Unrealized
TMDX Transmedics Group INC CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $25.07 Unrealized +175.9%
ZM Zoom Video Communications INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 105 Est. Cost $235.14 Unrealized -69.4%
AROW Arrow Financial Corp COMMON 0.0%
Value ($000) $0 Shares 309 Est. Cost $28.84 Unrealized -8.5%
BKNG Booking Holdings INC CORP COMMON 0.0%
Value ($000) $0 Shares 3 Est. Cost $2332.00 Unrealized +2.7%
CPRT Copart INC CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $33.53 Unrealized +1.4%
CVBF Cvb Financial Corp COMMON 0.0%
Value ($000) $0 Shares 500 Est. Cost $17.24 Unrealized +15.5%
WERN Werner Enterprises INC CORP COMMON 0.0%
Value ($000) $0 Shares 150 Est. Cost $45.78 Unrealized -0.8%
FDIS Fidelity Msci Consumer Discretionary Index Etf Cons Discr Indx 0.0%
Value ($000) $0 Shares 100 Est. Cost $80.00 Unrealized
GRMN Garmin Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 68 Est. Cost $115.78 Unrealized -20.5%
MXL Maxlinear INC CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $64.03 Unrealized -43.4%
OHI Omega Healthcare Investors INC Reit CORP COMMON 0.0%
Value ($000) $0 Shares 270 Est. Cost $29.63 Unrealized
PLTR Palantir Technologies INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 800 Est. Cost $12.45 Unrealized -37.2%
PII Polaris INC Industries CORP COMMON 0.0%
Value ($000) $0 Shares 62 Est. Cost $117.80 Unrealized -6.0%
RDN Radian Group INC CORP COMMON 0.0%
Value ($000) $0 Shares 300 Est. Cost $19.30 Unrealized +0.6%
SHW Sherwin-williams CO Sherwin Williams CORP COMMON 0.0%
Value ($000) $0 Shares 30 Est. Cost $222.97 Unrealized 0.0%
SLYG Spdr Dj Wilshire Small Cap Growth Etf S&p 600 0.0%
Value ($000) $0 Shares 100 Est. Cost $80.00 Unrealized
Te Connectivity Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 51 Est. Cost $156.86 Unrealized
ESGV Vanguard Esg US Stock Etf 0.0%
Value ($000) $0 Shares 100 Est. Cost $70.00 Unrealized
VTWO Vanguard Russell 2000 Etf 0.0%
Value ($000) $0 Shares 100 Est. Cost $70.00 Unrealized
Amcor Plc CORP COMMON 0.0%
Value ($000) $0 Shares 650 Est. Cost $10.22 Unrealized -0.8%
BCE Bce INC CORP COMMON 0.0%
Value ($000) $0 Shares 155 Est. Cost $38.02 Unrealized -5.1%
DKS Dick's Sporting Goods INC Dicks CORP COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $108.85 Unrealized +13.8%
EA Electronic Arts INC CORP COMMON 0.0%
Value ($000) $0 Shares 54 Est. Cost $131.47 Unrealized -12.1%
EPD Enterprise Products Partners Lp Unt 0.0%
Value ($000) $0 Shares 289 Est. Cost $0.02 Unrealized
EXAS Exact Sciences Corp COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $86.74 Unrealized -25.9%
EXPE Expedia Group INC CORP COMMON 0.0%
Value ($000) $0 Shares 75 Est. Cost $140.45 Unrealized -25.9%
Wolfspeed INC CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.06 Unrealized
ALGN Align Technology INC CORP COMMON 0.0%
Value ($000) $0 Shares 19 Est. Cost $526.42 Unrealized -44.0%
ARLP Alliance Resource Partners Lp Unt 0.0%
Value ($000) $0 Shares 300 Est. Cost $13.33 Unrealized
DNLI Denali Therapeutics INC CORP COMMON 0.0%
Value ($000) $0 Shares 250 Est. Cost $47.38 Unrealized -41.9%
DTM Dt Midstream INC CORP COMMON 0.0%
Value ($000) $0 Shares 125 Est. Cost $45.81 Unrealized 0.0%
Easterly Government Properties INC CORP COMMON 0.0%
Value ($000) $0 Shares 450 Est. Cost $22.22 Unrealized
ENPH Enphase Energy INC CORP COMMON 0.0%
Value ($000) $0 Shares 29 Est. Cost $208.64 Unrealized +3.8%
FVD First Trust Value Line Dividend Fund 0.0%
Value ($000) $0 Shares 150 Est. Cost $40.00 Unrealized
XLV Health Care Select Sector Spdr Etf 0.0%
Value ($000) $0 Shares 50 Est. Cost $140.00 Unrealized
Howard Hughes Corp COMMON 0.0%
Value ($000) $0 Shares 79 Est. Cost $101.27 Unrealized
HWM Howmet Aerospace INC CORP COMMON 0.0%
Value ($000) $0 Shares 141 Est. Cost $30.44 Unrealized +33.4%
XLI Industrial Select Sector Spdr Fund Etf 0.0%
Value ($000) $0 Shares 56 Est. Cost $107.14 Unrealized
IYR Ishares US Real Estate Etf 0.0%
Value ($000) $0 Shares 70 Est. Cost $118.42 Unrealized
NWL Newell Brands INC CORP COMMON 0.0%
Value ($000) $0 Shares 500 Est. Cost $18.71 Unrealized -33.5%
NVO Novo Nordisk A/S 0.0%
Value ($000) $0 Shares 40 Est. Cost $0.14 Unrealized
OBE Obsidian Energy Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 870 Est. Cost $6.51 Unrealized 0.0%
PPL PPL Corp COMMON 0.0%
Value ($000) $0 Shares 202 Est. Cost $24.94 Unrealized +2.6%
Royce Value Trust Inc 0.0%
Value ($000) $0 Shares 431 Est. Cost $18.80 Unrealized
SYNA Synaptics INC CORP COMMON 0.0%
Value ($000) $0 Shares 55 Est. Cost $238.88 Unrealized -51.7%
UAL United Airlines Holdings INC CORP COMMON 0.0%
Value ($000) $0 Shares 135 Est. Cost $46.38 Unrealized +3.3%
UPST Upstart Holdings INC CORP COMMON 0.0%
Value ($000) $0 Shares 400 Est. Cost $31.80 Unrealized -47.1%
VEEV Veeva Systems INC CORP COMMON 0.0%
Value ($000) $0 Shares 25 Est. Cost $290.73 Unrealized -41.3%
VSGX Vanguard Esg International Stock Etf Internatnl 0.0%
Value ($000) $0 Shares 100 Est. Cost $60.00 Unrealized
Unilever Plc ADR Rep 1 CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $50.00 Unrealized
SPYM Spdr Portfolio S&p 500 Etf 0.0%
Value ($000) $0 Shares 100 Est. Cost $50.00 Unrealized
SMG Scotts Miracle-gro CO Miracle Gro CORP COMMON 0.0%
Value ($000) $0 Shares 72 Est. Cost $130.23 Unrealized -51.7%
SCHG Schwab US Large-cap Growth Etf Large Cap 0.0%
Value ($000) $0 Shares 80 Est. Cost $125.00 Unrealized
NXPI Nxp Semiconductors Nv CORP COMMON 0.0%
Value ($000) $0 Shares 25 Est. Cost $196.64 Unrealized -14.2%
NIO Nio INC Ads Rep 1 CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 500 Est. Cost $28.80 Unrealized
NEM Newmont Corporation CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $42.16 Unrealized +6.3%
TAP Molson Coors Beverage CO Compa CLASS B CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $40.32 Unrealized +17.1%
SPHQ Invesco S&p 500 Quality Etf Invsc S P 0.0%
Value ($000) $0 Shares 111 Est. Cost $53.25 Unrealized
EMR Emerson Electric CO CORP COMMON 0.0%
Value ($000) $0 Shares 60 Est. Cost $86.51 Unrealized -4.5%
Ageagle Aerial Systems INC Sys CORP COMMON 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.00 Unrealized
AOSL Alpha And Omega Semiconductor Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $43.30 Unrealized -32.9%
AMP Ameriprise Fincl-wi Common 0.0%
Value ($000) $0 Shares 17 Est. Cost $278.30 Unrealized +13.0%
XLE Energy Select Sector Spdr Fund Etf 0.0%
Value ($000) $0 Shares 60 Est. Cost $50.00 Unrealized
QCRH Qcr Holdings INC CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $54.12 Unrealized -8.9%
AMPH Amphastar Pharmaceuticals INC CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $20.45 Unrealized +60.3%
CDW Cdw Corp COMMON 0.0%
Value ($000) $0 Shares 18 Est. Cost $180.53 Unrealized +4.8%
CLPT Clearpoint Neuro INC CORP COMMON 0.0%
Value ($000) $0 Shares 500 Est. Cost $11.74 Unrealized -25.4%
CMS CMS Energy Corp COMMON 0.0%
Value ($000) $0 Shares 65 Est. Cost $54.05 Unrealized +3.8%
DSTL Distillate US Fundamental Stability & Value Etf Fundm Stab And Vlu 0.0%
Value ($000) $0 Shares 100 Est. Cost $50.00 Unrealized
DKNG Draftkings INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 215 Est. Cost $16.63 Unrealized 0.0%
EMN Eastman Chem Co 0.0%
Value ($000) $0 Shares 49 Est. Cost $95.16 Unrealized -19.6%
EBAY Ebay INC CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $66.02 Unrealized -34.4%
GFS Globalfoundries INC CORP COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $53.84 Unrealized +17.4%
HALO Halozyme Therapeutics INC CORP COMMON 0.0%
Value ($000) $0 Shares 110 Est. Cost $37.33 Unrealized +25.6%
Hanesbrands INC CORP COMMON 0.0%
Value ($000) $0 Shares 735 Est. Cost $10.89 Unrealized
HPQ Hp INC CORP COMMON 0.0%
Value ($000) $0 Shares 128 Est. Cost $28.19 Unrealized -8.8%
IQ Iqiyi, Inc 0.0%
Value ($000) $0 Shares 585 Est. Cost $5.13 Unrealized
IUSV Ishares Core S&p US Value Etf 0.0%
Value ($000) $0 Shares 48 Est. Cost $83.33 Unrealized
IHI Ishares Dow Jones US Medical Dev.(etf) Devices Etf 0.0%
Value ($000) $0 Shares 71 Est. Cost $28.20 Unrealized
LYV Live Nation Entertainment INC CORP COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $114.12 Unrealized -35.8%
NOV Nov INC CORP COMMON 0.0%
Value ($000) $0 Shares 234 Est. Cost $13.71 Unrealized +57.4%
TRGP Targa Resources Corp COMMON 0.0%
Value ($000) $0 Shares 51 Est. Cost $49.03 Unrealized +41.1%
USLM United States Lime & Minerals INC And CORP COMMON 0.0%
Value ($000) $0 Shares 25 Est. Cost $25.02 Unrealized +21.7%
Virgin Galactic Holdings INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.00 Unrealized
WH Wyndham Hotels & Resorts INC CORP COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $83.56 Unrealized -11.8%
MDRX Veradigm INC CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $15.88 Unrealized +2.0%
PRKS Seaworld Entertainment INC CORP COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $62.91 Unrealized -2.9%
SA Seabridge Gold INC CORP COMMON 0.0%
Value ($000) $0 Shares 250 Est. Cost $17.89 Unrealized -30.9%
SMH Vaneck Semiconductor Etf 0.0%
Value ($000) $0 Shares 10 Est. Cost $300.00 Unrealized
UA Under Armour INC CLASS C CORP COMMON 0.0%
Value ($000) $0 Shares 316 Est. Cost $15.65 Unrealized -41.2%
TMUS T-mobile US INC T Mobile CORP COMMON 0.0%
Value ($000) $0 Shares 20 Est. Cost $113.68 Unrealized +23.1%
XPO Xpo INC CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $46.47 Unrealized -22.5%
SCHA Schwab US Small-cap Etf Small Cap 0.0%
Value ($000) $0 Shares 74 Est. Cost $81.08 Unrealized
OXY/WS Occidental Petroleum Corp Eqy Warrant 0.0%
Value ($000) $0 Shares 81 Est. Cost $12.35 Unrealized
Marathon Oil Common 0.0%
Value ($000) $0 Shares 125 Est. Cost $16.00 Unrealized
Lucid Group INC CORP COMMON 0.0%
Value ($000) $0 Shares 350 Est. Cost $14.29 Unrealized
LXU Lsb Industries INC CORP COMMON 0.0%
Value ($000) $0 Shares 286 Est. Cost $9.47 Unrealized +28.7%
KD Kyndryl Holdings INC CORP COMMON 0.0%
Value ($000) $0 Shares 170 Est. Cost $14.19 Unrealized 0.0%
KGC Kinross Gold Corp COMMON 0.0%
Value ($000) $0 Shares 600 Est. Cost $5.98 Unrealized -29.1%
ICLN Ishares Global Clean Energy Etf 0.0%
Value ($000) $0 Shares 130 Est. Cost $23.08 Unrealized
IUSG Ishares Core S&p US Growth Etf 0.0%
Value ($000) $0 Shares 30 Est. Cost $100.00 Unrealized
HOMZ Hoya Capital Housing Etf 0.0%
Value ($000) $0 Shares 100 Est. Cost $40.00 Unrealized
HST Host Hotels & Resorts INC Reit CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $13.95 Unrealized +4.3%
FTNT Fortinet INC CORP COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $60.67 Unrealized -6.3%
CMBT Euronav 0.0%
Value ($000) $0 Shares 200 Est. Cost $5.77 Unrealized +72.2%
DJT Digital World Acquisition Corp CLASS A COMMON 0.0%
Value ($000) $0 Shares 210 Est. Cost $14.84 Unrealized 0.0%
Chargepoint Holdings INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 310 Est. Cost $16.13 Unrealized
Capstar Financial Holdings INC Ho CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $20.00 Unrealized
Calamos Strategic Total Return Fund 0.0%
Value ($000) $0 Shares 200 Est. Cost $20.00 Unrealized
BSX Boston Scientific Corp. 0.0%
Value ($000) $0 Shares 50 Est. Cost $42.02 Unrealized +12.2%
BHP BHP Group Ltd ADR 0.0%
Value ($000) $0 Shares 50 Est. Cost $60.00 Unrealized
BUD Anheuser-busch Inbev Sa Anheuser Busch ADR Rep 1 CORP COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $61.54 Unrealized
UBER Uber Technologies INC CORP COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $43.11 Unrealized -26.4%
TXT Textron INC CORP COMMON 0.0%
Value ($000) $0 Shares 22 Est. Cost $73.92 Unrealized -3.8%
RGR Sturm Ruger & Company INC CORP COMMON 0.0%
Value ($000) $0 Shares 32 Est. Cost $72.65 Unrealized -23.3%
SNOW Snowflake Inc. CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 10 Est. Cost $278.49 Unrealized -47.4%
SCHH Schwab US Reit Etf Charles 0.0%
Value ($000) $0 Shares 86 Est. Cost $34.88 Unrealized
RXO Rxo INC CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $19.19 Unrealized 0.0%
PANW Palo Alto Networks INC CORP COMMON 0.0%
Value ($000) $0 Shares 12 Est. Cost $86.56 Unrealized -2.1%
OCGN Ocugen INC CORP COMMON 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $3.51 Unrealized -69.0%
NGG National Grid Plc ADR Rep 5 CORP COMMON 0.0%
Value ($000) $0 Shares 26 Est. Cost $76.92 Unrealized
Meta Materials INC CORP COMMON 0.0%
Value ($000) $0 Shares 4,900 Est. Cost $0.00 Unrealized
Laboratory Corporation Of America Holdings Corprtn Amer Hldgs CORP COMMON 0.0%
Value ($000) $0 Shares 10 Est. Cost $300.00 Unrealized
ACWX Ishares Msci Acwi Ex US Etf 0.0%
Value ($000) $0 Shares 44 Est. Cost $54.55 Unrealized
Inovio Pharmaceuticals INC CORP COMMON 0.0%
Value ($000) $0 Shares 2,200 Est. Cost $0.00 Unrealized
HOG Harley-davidson Common 0.0%
Value ($000) $0 Shares 40 Est. Cost $37.32 Unrealized +17.7%
GEN Gen Digital INC CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $23.20 Unrealized -18.6%
GME Gamestop Corp CLASS A COMMON 0.0%
Value ($000) $0 Shares 80 Est. Cost $35.85 Unrealized -44.4%
FLGT Fulgent Genetics INC CORP COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $87.89 Unrealized -63.4%
EXK Endeavour Silver Corp COMMON 0.0%
Value ($000) $0 Shares 400 Est. Cost $4.70 Unrealized -29.4%
CPNG Coupang INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $28.16 Unrealized -45.0%
CEVA Ceva INC CORP COMMON 0.0%
Value ($000) $0 Shares 72 Est. Cost $44.66 Unrealized -29.9%
Cel-sci Corp Cel Sci COMMON 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.00 Unrealized
EAT Brinker International INC CORP COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $41.31 Unrealized -8.4%
BSET Bassett Furniture Industries INC CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $13.22 Unrealized +20.4%
CMP Compass Minerals International INC CORP COMMON 0.0%
Value ($000) $0 Shares 15 Est. Cost $58.48 Unrealized -33.3%
SRPT Sarepta Therapeutics INC CORP COMMON 0.0%
Value ($000) $0 Shares 10 Est. Cost $85.49 Unrealized +51.7%
BHC Bausch Health Companies INC CORP COMMON 0.0%
Value ($000) $0 Shares 150 Est. Cost $22.51 Unrealized -64.3%
AVNS Avanos Medical INC CORP COMMON 0.0%
Value ($000) $0 Shares 18 Est. Cost $29.03 Unrealized 0.0%
ARKW Ark Next Generation Internet Etf 0.0%
Value ($000) $0 Shares 10 Est. Cost $0.10 Unrealized
Arconic Corp (Pittsburgh) COMMON 0.0%
Value ($000) $0 Shares 27 Est. Cost $37.04 Unrealized
AAL American Airlines Group INC CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $19.18 Unrealized -18.7%
BABA Alibaba Group Holding Ltd ADR Rep 8 CORP COMMON 0.0%
Value ($000) $0 Shares 6 Est. Cost $118.40 Unrealized
AA Alcoa Corp COMMON 0.0%
Value ($000) $0 Shares 29 Est. Cost $47.93 Unrealized -3.0%
AFRM Affirm Holdings INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 55 Est. Cost $98.66 Unrealized -87.2%
Sandstorm Gold Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $6.31 Unrealized
ROKU Roku INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 20 Est. Cost $269.73 Unrealized -78.3%
ONL Orion Office Reit INC CORP COMMON 0.0%
Value ($000) $0 Shares 213 Est. Cost $0.00 Unrealized
LUMN Lumen Technologies INC CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $11.76 Unrealized -65.7%
LILMF Lilium Nv CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $1.06 Unrealized 0.0%
KFRC Kforce INC CORP COMMON 0.0%
Value ($000) $0 Shares 10 Est. Cost $71.78 Unrealized -17.2%
KEY Keycorp CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $14.35 Unrealized 0.0%
JCI Johnson Controls International Plc CORP COMMON 0.0%
Value ($000) $0 Shares 21 Est. Cost $69.63 Unrealized -12.8%
IDRV Ishares Self-driving Ev And Tech Etf Self Driving 0.0%
Value ($000) $0 Shares 25 Est. Cost $40.00 Unrealized
IRWD Ironwood Pharmaceuticals INC Pharma CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $12.27 Unrealized -8.7%
IVR Invesco Mortgage Capital INC Reit CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.01 Unrealized
IVZ Invesco Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $14.76 Unrealized +5.3%
GT Goodyear Tire & Rubber Co. 0.0%
Value ($000) $0 Shares 100 Est. Cost $12.52 Unrealized -11.4%
Frequency Therapeutics INC CORP COMMON 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $1.00 Unrealized
Fisker INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.01 Unrealized
AG First Majestic Silver Corp COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $11.92 Unrealized -38.8%
Ebix INC CORP COMMON 0.0%
Value ($000) $0 Shares 90 Est. Cost $33.33 Unrealized
DOUG Douglas Elliman INC CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $3.93 Unrealized 0.0%
ZOMDF Zomedica Corp COMMON 0.0%
Value ($000) $0 Shares 3,500 Est. Cost $0.40 Unrealized -38.3%
Zimvie INC CORP COMMON 0.0%
Value ($000) $0 Shares 133 Est. Cost $0.01 Unrealized
WGO Winnebago Industries INC Inds CORP COMMON 0.0%
Value ($000) $0 Shares 18 Est. Cost $71.98 Unrealized -15.2%
VST Vistra Corp COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $18.51 Unrealized +20.1%
WDC Western Digital Corp COMMON 0.0%
Value ($000) $0 Shares 35 Est. Cost $43.29 Unrealized -32.5%
SE Sea Ltd Ads Rep CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 10 Est. Cost $140.63 Unrealized
Senseonics Holdings INC CORP COMMON 0.0%
Value ($000) $0 Shares 1,775 Est. Cost $1.76 Unrealized
SSYS Stratasys Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 41 Est. Cost $14.10 Unrealized 0.0%
SLVM Sylvamo Corp COMMON 0.0%
Value ($000) $0 Shares 29 Est. Cost $43.62 Unrealized -0.6%
TME Tencent Music Entertainment Group Musc Ent ADR Rep 2 CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
RIG Transocean Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 127 Est. Cost $3.53 Unrealized +81.7%
TWO Two Harbors Investment Corp COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.01 Unrealized
UAA Under Armour Inc 0.0%
Value ($000) $0 Shares 63 Est. Cost $22.70 Unrealized -54.2%
UROY Uranium Royalty Corp Rty COMMON 0.0%
Value ($000) $0 Shares 250 Est. Cost $2.39 Unrealized 0.0%
Velo3d INC CORP COMMON 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.00 Unrealized
APPS Digital Turbine INC CORP COMMON 0.0%
Value ($000) $0 Shares 70 Est. Cost $15.37 Unrealized -12.6%