City State Bank Diversified Active

CIK: 0001910666 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 10, 2024

Total Value ($000): $200 (100.0% shares, 0.0% debt)

Holdings (680)

AAPL Apple INC CORP COMMON 5.5%
Value ($000) $11 Shares 57,299 Est. Cost $154.50 Unrealized +18.3%
BIV Vanguard Intermediate Term Bond Etf 2.8%
Value ($000) $6 Shares 74,079 Est. Cost $1.21 Unrealized
STIP Ishares 0-5 Year Tips Bond Etf 2.8%
Value ($000) $6 Shares 56,634 Est. Cost $89.19 Unrealized
BSV Vanguard Short-term Bond Index Fund Etf 2.5%
Value ($000) $5 Shares 64,934 Est. Cost $0.73 Unrealized
MSFT Microsoft 2.5%
Value ($000) $5 Shares 13,037 Est. Cost $307.98 Unrealized +13.8%
VYM Vanguard High Dividend Yield Etf 2.4%
Value ($000) $5 Shares 42,936 Est. Cost $91.50 Unrealized
BRK/B Berkshire Hathaway INC CLASS B CORP COMMON 2.3%
Value ($000) $5 Shares 13,064 Est. Cost $302.93 Unrealized +15.9%
BNDX Vanguard Total International Bond Index Fund Bnd Etf 2.3%
Value ($000) $5 Shares 93,283 Est. Cost $4.63 Unrealized
VIG Vanguard Dividend Appreciation Index Fund Etf 2.2%
Value ($000) $4 Shares 25,959 Est. Cost $157.45 Unrealized
BND Vanguard Total Bond Market Etf 2.0%
Value ($000) $4 Shares 53,738 Est. Cost $35.95 Unrealized
VWOB Vanguard Emerging Markets Govt Bd Idx Markt Bnd Etf 1.8%
Value ($000) $4 Shares 56,872 Est. Cost $34.75 Unrealized
LNT Alliant Energy Corp COMMON 1.8%
Value ($000) $4 Shares 70,521 Est. Cost $50.05 Unrealized -7.2%
DFAT Dimensional U S Targeted Value Etf 1.8%
Value ($000) $4 Shares 67,180 Est. Cost $29.09 Unrealized
EBND Spdr Bloomberg Emerging Markets Local Bond Etf Bloombg Emg Mrkt Lcl Bnd 1.6%
Value ($000) $3 Shares 149,819 Est. Cost $0.50 Unrealized
AGG Ishares Core US Aggregate Bond Etf 1.5%
Value ($000) $3 Shares 29,723 Est. Cost $39.71 Unrealized
VFH Vanguard Financials Index Fund Etf 1.4%
Value ($000) $3 Shares 29,643 Est. Cost $95.59 Unrealized
VTV Vanguard Value Index Fund Etf 1.2%
Value ($000) $2 Shares 16,411 Est. Cost $131.16 Unrealized
VMBS Vanguard Mortgage-backed Secs Idx Fund Mortgage Backed Sec Etf 1.2%
Value ($000) $2 Shares 51,159 Est. Cost $2.14 Unrealized
AMZN Amazon.com INC Amazon COMMON CORP 1.2%
Value ($000) $2 Shares 15,522 Est. Cost $127.07 Unrealized +10.3%
LLY Eli Lilly And CO CORP COMMON 1.0%
Value ($000) $2 Shares 3,448 Est. Cost $243.92 Unrealized +135.8%
NVDA Nvidia Corp COMMON 1.0%
Value ($000) $2 Shares 4,008 Est. Cost $26.05 Unrealized +77.8%
TIP IShares US Treasury Inflation Protected 1.0%
Value ($000) $2 Shares 18,198 Est. Cost $116.53 Unrealized
SPY Spdr S&p 500 Etf Trust 1.0%
Value ($000) $2 Shares 4,067 Est. Cost $442.68 Unrealized
JNJ Johnson & Johnson 1.0%
Value ($000) $2 Shares 12,276 Est. Cost $145.09 Unrealized -1.0%
VBR Vanguard Small Cap Value Etf 0.9%
Value ($000) $2 Shares 10,328 Est. Cost $160.59 Unrealized
VO Vanguard Mid-cap Index Fund Mid Cap Etf 0.9%
Value ($000) $2 Shares 7,894 Est. Cost $244.22 Unrealized
VUG Vanguard Growth Index Fund Etf 0.9%
Value ($000) $2 Shares 5,734 Est. Cost $276.86 Unrealized
VHT Vanguard Health Care Index Fund Etf 0.9%
Value ($000) $2 Shares 7,000 Est. Cost $208.97 Unrealized
VWO Vanguard Emerging Markets Stock Index Fund Ftse Etf 0.8%
Value ($000) $2 Shares 40,153 Est. Cost $40.71 Unrealized
JPM JPMorgan Chase & Co. 0.8%
Value ($000) $2 Shares 9,065 Est. Cost $145.36 Unrealized -0.3%
ABBV Abbvie INC CORP COMMON 0.8%
Value ($000) $2 Shares 9,909 Est. Cost $108.85 Unrealized +24.7%
COST Costco Wholesale Corp COMMON 0.7%
Value ($000) $1 Shares 2,265 Est. Cost $488.10 Unrealized +17.5%
SPIP Spdr Portfolio Tips Etf 0.7%
Value ($000) $1 Shares 57,580 Est. Cost $4.27 Unrealized
DFAE Dfa Dimensional Emerging Core Equity Market Etf Emerg Eqy Mrkt 0.7%
Value ($000) $1 Shares 59,959 Est. Cost $12.94 Unrealized
VB Vanguard Small-cap Index Fund Small Cap Etf 0.7%
Value ($000) $1 Shares 6,741 Est. Cost $224.04 Unrealized
IGIB Ishares 5-10 Yr Investment Grade Corporate Bd Etf Trt Is Inv Gr Cr 0.7%
Value ($000) $1 Shares 27,464 Est. Cost $2.09 Unrealized
GOOG Alphabet INC CLASS C CORP COMMON 0.7%
Value ($000) $1 Shares 9,545 Est. Cost $114.25 Unrealized +17.9%
VZ Verizon Communications 0.7%
Value ($000) $1 Shares 35,341 Est. Cost $40.41 Unrealized -23.3%
MRK Merck & CO INC CORP COMMON 0.7%
Value ($000) $1 Shares 12,145 Est. Cost $70.58 Unrealized +37.2%
DE Deere & Co. 0.6%
Value ($000) $1 Shares 3,087 Est. Cost $333.57 Unrealized +9.5%
VGT Vanguard Information Technology Index Fund Etf 0.6%
Value ($000) $1 Shares 2,534 Est. Cost $367.18 Unrealized
CAT Caterpiller, Inc DEL 0.6%
Value ($000) $1 Shares 3,979 Est. Cost $186.50 Unrealized +34.7%
KO Coca Cola Co 0.6%
Value ($000) $1 Shares 19,513 Est. Cost $50.39 Unrealized +5.7%
RTX Rtx Corp COMMON 0.6%
Value ($000) $1 Shares 13,644 Est. Cost $86.15 Unrealized -12.2%
IBB Ishares Biotechnology Etf 0.6%
Value ($000) $1 Shares 8,334 Est. Cost $143.55 Unrealized
ADP Automatic Data Processing 0.6%
Value ($000) $1 Shares 4,770 Est. Cost $207.24 Unrealized +7.1%
VEU Vanguard Ftse All World Ex US Index Fund Investor Shares Etf 0.6%
Value ($000) $1 Shares 19,729 Est. Cost $52.50 Unrealized
FITB Fifth Third Bancorp CORP COMMON 0.5%
Value ($000) $1 Shares 31,661 Est. Cost $35.49 Unrealized -28.0%
LOW Lowes Cos, Inc. 0.5%
Value ($000) $1 Shares 4,679 Est. Cost $217.18 Unrealized -10.3%
PFE Pfizer Inc 0.5%
Value ($000) $1 Shares 35,767 Est. Cost $38.19 Unrealized -30.9%
AMD Advanced Micro Devices INC CORP COMMON 0.5%
Value ($000) $1 Shares 6,942 Est. Cost $97.05 Unrealized +21.4%
DFAC Dimensional U S Core Equity 2 Etf 0.5%
Value ($000) $1 Shares 33,985 Est. Cost $13.71 Unrealized
EMB Ishares JPMORGAN Usd Emerging Markets Bond Etf Mts 0.5%
Value ($000) $1 Shares 10,645 Est. Cost $67.90 Unrealized
CVX Chevron Common 0.5%
Value ($000) $1 Shares 6,046 Est. Cost $98.45 Unrealized +40.0%
LMT Lockheed Martin Corp. 0.4%
Value ($000) $1 Shares 1,924 Est. Cost $320.75 Unrealized +30.1%
DFAI Dfa Dimensional International Core Equity Market Intern Eqt Mkt Etf 0.4%
Value ($000) $1 Shares 30,335 Est. Cost $12.18 Unrealized
UNH Unitedhealth Group Common 0.4%
Value ($000) $1 Shares 1,570 Est. Cost $441.83 Unrealized +15.7%
VAW Vanguard Materials Viper 0.4%
Value ($000) $1 Shares 4,324 Est. Cost $195.86 Unrealized
NEE Nextera Energy INC CORP COMMON 0.4%
Value ($000) $1 Shares 13,487 Est. Cost $74.15 Unrealized -27.9%
MU Micron Technology INC CORP COMMON 0.4%
Value ($000) $1 Shares 9,287 Est. Cost $76.49 Unrealized -3.7%
UPS United Parcel Service, Inc. 0.4%
Value ($000) $1 Shares 4,760 Est. Cost $168.03 Unrealized -20.1%
VEA Vanguard Tax Managed Fund Ftse Developed Markets Etf 0.4%
Value ($000) $1 Shares 15,309 Est. Cost $26.28 Unrealized
AMGN Amgen, Inc. 0.4%
Value ($000) $1 Shares 2,539 Est. Cost $189.39 Unrealized +34.7%
AMAT Applied Materials INC Material CORP COMMON 0.4%
Value ($000) $1 Shares 4,487 Est. Cost $139.59 Unrealized +3.3%
IBM IBM Common 0.4%
Value ($000) $1 Shares 4,374 Est. Cost $107.00 Unrealized +32.2%
PFF Ishares Preferred And Income Securities Etf Sec 0.4%
Value ($000) $1 Shares 22,415 Est. Cost $33.79 Unrealized
SNOW Snowflake Inc. CLASS A CORP COMMON 0.3%
Value ($000) $1 Shares 3,399 Est. Cost $167.56 Unrealized +0.9%
HON Honeywell International INC CORP COMMON 0.3%
Value ($000) $1 Shares 3,212 Est. Cost $184.39 Unrealized -6.5%
VPU Vanguard Utilities Index Fund Etf 0.3%
Value ($000) $1 Shares 4,866 Est. Cost $150.53 Unrealized
MDT Medtronic Plc CORP COMMON 0.3%
Value ($000) $1 Shares 8,101 Est. Cost $100.59 Unrealized -29.0%
WMT Walmart Inc 0.3%
Value ($000) $1 Shares 4,203 Est. Cost $45.11 Unrealized +14.5%
SPEM Spdr Portfolio Emerging Markets Etf Index Shares Emerg Markt 0.3%
Value ($000) $1 Shares 18,616 Est. Cost $10.73 Unrealized
LQD IShares Trust Goldman Sacsh $ Investop Corp Bond Fund 0.3%
Value ($000) $1 Shares 5,910 Est. Cost $4.33 Unrealized
PG Procter & Gamble CO CORP COMMON 0.3%
Value ($000) $1 Shares 4,462 Est. Cost $134.06 Unrealized +4.9%
VIS Vanguard Industrials Index Fund Etf 0.3%
Value ($000) $1 Shares 2,902 Est. Cost $187.79 Unrealized
PFG Principal Financial Group 0.3%
Value ($000) $1 Shares 8,075 Est. Cost $62.02 Unrealized +7.9%
TXN Texas Instruments, Inc. 0.3%
Value ($000) $1 Shares 3,617 Est. Cost $170.14 Unrealized -14.5%
META Meta Platforms INC CLASS A CORP COMMON 0.3%
Value ($000) $1 Shares 1,730 Est. Cost $287.91 Unrealized +12.3%
XOM Exxonmobil Corp. 0.3%
Value ($000) $1 Shares 6,104 Est. Cost $53.90 Unrealized +81.0%
CB Chubb Ltd CORP COMMON 0.3%
Value ($000) $1 Shares 2,654 Est. Cost $178.04 Unrealized +20.1%
QQQM Invesco Nasdaq 100 Etf 0.3%
Value ($000) $1 Shares 3,530 Est. Cost $143.30 Unrealized
HD Home Depot, Inc. 0.3%
Value ($000) $1 Shares 1,679 Est. Cost $338.41 Unrealized -13.2%
V Visa INC CLASS A CORP COMMON 0.3%
Value ($000) $1 Shares 2,234 Est. Cost $207.62 Unrealized +16.9%
BMY Bristol-Myers Squibb Co. 0.3%
Value ($000) $1 Shares 11,314 Est. Cost $50.12 Unrealized -6.2%
MCD McDonalds Corp. 0.3%
Value ($000) $1 Shares 1,844 Est. Cost $229.60 Unrealized +12.7%
VV Vanguard Large-cap Index Fund Large Cap Etf 0.3%
Value ($000) $1 Shares 2,485 Est. Cost $220.62 Unrealized
ABT Abbott Labs 0.3%
Value ($000) $1 Shares 4,913 Est. Cost $118.57 Unrealized -19.0%
BAC Bank of America Corp. 0.3%
Value ($000) $1 Shares 15,934 Est. Cost $40.16 Unrealized -31.3%
VOO Vanguard 500 Index Fund S&p Etf 0.3%
Value ($000) $1 Shares 1,217 Est. Cost $142.71 Unrealized
WEC Wec Energy Group INC CORP COMMON 0.3%
Value ($000) $1 Shares 6,244 Est. Cost $79.61 Unrealized -4.2%
SBUX Starbucks Corp. 0.3%
Value ($000) $1 Shares 5,384 Est. Cost $99.09 Unrealized -7.0%
SO Southern Co. 0.2%
Value ($000) $0 Shares 7,076 Est. Cost $55.06 Unrealized +15.8%
IJH Ishares Core S&p Mid-cap Etf Mid Cap 0.2%
Value ($000) $0 Shares 1,782 Est. Cost $281.95 Unrealized
BDX Becton Dickinson And CO CORP COMMON 0.2%
Value ($000) $0 Shares 1,988 Est. Cost $224.90 Unrealized +5.2%
IVV Ishares Core S&p 500 Etf 0.2%
Value ($000) $0 Shares 1,011 Est. Cost $476.60 Unrealized
MO Altria Group Inc. 0.2%
Value ($000) $0 Shares 11,966 Est. Cost $33.25 Unrealized +4.7%
NTAP Netapp INC CORP COMMON 0.2%
Value ($000) $0 Shares 5,415 Est. Cost $81.48 Unrealized -5.5%
DVN Devon Energy Corp COMMON 0.2%
Value ($000) $0 Shares 10,526 Est. Cost $45.96 Unrealized -7.7%
VCSH Vanguard Short-term Corporate Bond Idx Fund Etf 0.2%
Value ($000) $0 Shares 6,095 Est. Cost $43.87 Unrealized
CASY Caseys General Stores Inc 0.2%
Value ($000) $0 Shares 1,673 Est. Cost $190.04 Unrealized +42.3%
USB US Bancorp DEL 0.2%
Value ($000) $0 Shares 10,559 Est. Cost $43.60 Unrealized -24.1%
GS Goldman Sachs Group INC CORP COMMON 0.2%
Value ($000) $0 Shares 1,183 Est. Cost $336.64 Unrealized -5.6%
UNP Union Pacific Corp COMMON 0.2%
Value ($000) $0 Shares 1,815 Est. Cost $214.54 Unrealized -2.5%
MMM 3M CO CORP COMMON 0.2%
Value ($000) $0 Shares 4,044 Est. Cost $94.28 Unrealized -19.9%
TRV Travelers Companies INC CORP COMMON 0.2%
Value ($000) $0 Shares 2,316 Est. Cost $145.22 Unrealized +14.8%
INTC Intel Corp. 0.2%
Value ($000) $0 Shares 8,649 Est. Cost $42.95 Unrealized -6.8%
DGRO Ishares Core Dividend Growth Etf 0.2%
Value ($000) $0 Shares 8,025 Est. Cost $52.29 Unrealized
Discover Financial Services CORP COMMON 0.2%
Value ($000) $0 Shares 3,782 Est. Cost $115.50 Unrealized
ED Consolidated Edison, Inc. 0.2%
Value ($000) $0 Shares 4,389 Est. Cost $68.61 Unrealized +21.0%
IWF Ishares Trust Russell 1000 Growth Etf 0.2%
Value ($000) $0 Shares 1,296 Est. Cost $170.60 Unrealized
Pioneer Natural Resources CO Resource CORP COMMON 0.2%
Value ($000) $0 Shares 1,709 Est. Cost $0.20 Unrealized
F Ford Motor Company Common 0.2%
Value ($000) $0 Shares 31,437 Est. Cost $13.72 Unrealized -29.8%
T AT&T, Inc. 0.2%
Value ($000) $0 Shares 22,724 Est. Cost $14.67 Unrealized -3.1%
VIGI Vanguard Intl Dividend Appreciation Index Fund Aprectn Etf 0.2%
Value ($000) $0 Shares 4,781 Est. Cost $43.65 Unrealized
IUSB Ishares Core Total Usd Bond Market Etf 0.2%
Value ($000) $0 Shares 8,227 Est. Cost $52.90 Unrealized
BA Boeing Co Common 0.2%
Value ($000) $0 Shares 1,434 Est. Cost $211.28 Unrealized +1.2%
MRVL Marvell Technology INC CORP COMMON 0.2%
Value ($000) $0 Shares 6,163 Est. Cost $41.65 Unrealized +28.7%
ENB Enbridge INC CORP COMMON 0.2%
Value ($000) $0 Shares 9,975 Est. Cost $31.50 Unrealized -6.6%
DOV Dover Corp COMMON 0.2%
Value ($000) $0 Shares 2,319 Est. Cost $160.92 Unrealized -15.1%
WM Waste Management INC CORP COMMON 0.2%
Value ($000) $0 Shares 1,941 Est. Cost $150.89 Unrealized +7.7%
PEY Invesco High Yield Equity Dividend Achvrs Etf Invsc 0.2%
Value ($000) $0 Shares 16,400 Est. Cost $18.64 Unrealized
KMB Kimberly-clark Corp Kimberly Clark COMMON 0.2%
Value ($000) $0 Shares 2,747 Est. Cost $115.34 Unrealized -3.6%
MS Morgan Stanley CORP COMMON 0.2%
Value ($000) $0 Shares 3,542 Est. Cost $86.63 Unrealized -13.6%
GILD Gilead Sciences, Inc. 0.2%
Value ($000) $0 Shares 3,983 Est. Cost $58.23 Unrealized +24.0%
IHAK Ishares Cybersecurity And Tech Etf 0.2%
Value ($000) $0 Shares 7,060 Est. Cost $42.98 Unrealized
IEMG Ishares Core Msci Emerging Markets Etf 0.2%
Value ($000) $0 Shares 6,250 Est. Cost $23.23 Unrealized
CRWD Crowdstrike Holdings INC CLASS A CORP COMMON 0.2%
Value ($000) $0 Shares 1,232 Est. Cost $126.37 Unrealized +65.7%
MBB Ishares Mbs Etf 0.2%
Value ($000) $0 Shares 3,307 Est. Cost $19.93 Unrealized
CRM Salesforce INC CORP COMMON 0.2%
Value ($000) $0 Shares 1,182 Est. Cost $231.22 Unrealized -3.3%
DFAU Dfa Dimensional US Core Equity Market Etf Markt 0.2%
Value ($000) $0 Shares 9,267 Est. Cost $30.99 Unrealized
COP Conocophillips CORP COMMON 0.2%
Value ($000) $0 Shares 2,627 Est. Cost $63.06 Unrealized +74.0%
AEP Am Electric Common 0.2%
Value ($000) $0 Shares 3,733 Est. Cost $73.19 Unrealized -2.0%
FLOT Ishares Floating Rate Bond Etf 0.1%
Value ($000) $0 Shares 5,880 Est. Cost $1.47 Unrealized
SPGI S&p Global INC CORP 0.1%
Value ($000) $0 Shares 672 Est. Cost $441.83 Unrealized -12.1%
TSLA Tesla INC CORP COMMON 0.1%
Value ($000) $0 Shares 1,190 Est. Cost $272.17 Unrealized -12.7%
PPG PPG Industries INC CORP COMMON 0.1%
Value ($000) $0 Shares 1,950 Est. Cost $142.41 Unrealized -9.5%
PEP PepsiCo, Inc. 0.1%
Value ($000) $0 Shares 1,667 Est. Cost $144.12 Unrealized +6.7%
MA Mastercard INC CLASS A CORP COMMON 0.1%
Value ($000) $0 Shares 657 Est. Cost $337.07 Unrealized +17.8%
CI Cigna Group CORP COMMON 0.1%
Value ($000) $0 Shares 923 Est. Cost $209.74 Unrealized +33.9%
VOE Vanguard Mid-cap Value Index Fund Mid Cap Etf 0.1%
Value ($000) $0 Shares 1,892 Est. Cost $144.82 Unrealized
DD Dupont De Nemours INC CORP COMMON 0.1%
Value ($000) $0 Shares 3,529 Est. Cost $28.86 Unrealized +0.5%
IDEV Ishares Core Msci International Developed Mkt Etf Intrl Dvlp 0.1%
Value ($000) $0 Shares 4,255 Est. Cost $5.80 Unrealized
IWM Ishares Russell 2000 Etf 0.1%
Value ($000) $0 Shares 1,347 Est. Cost $222.63 Unrealized
CMI Cummins INC CORP COMMON 0.1%
Value ($000) $0 Shares 1,127 Est. Cost $205.83 Unrealized +5.3%
FJUN Ft Vest US Equity Buffer Etf - June Vst Eqty Bufer 0.1%
Value ($000) $0 Shares 6,050 Est. Cost $35.16 Unrealized
CVS CVS Health Corp COMMON 0.1%
Value ($000) $0 Shares 3,333 Est. Cost $80.49 Unrealized -18.7%
IJR Ishares Core S&p Small-cap Etf Small Cap 0.1%
Value ($000) $0 Shares 2,358 Est. Cost $114.36 Unrealized
GD General Dynamics Corp. 0.1%
Value ($000) $0 Shares 959 Est. Cost $186.96 Unrealized +25.3%
IAGG Ishares Core International Aggregate Bond Etf Interntinl Aggrgt Bnd 0.1%
Value ($000) $0 Shares 5,000 Est. Cost $0.05 Unrealized
WYNN Wynn Resorts Ltd CORP COMMON 0.1%
Value ($000) $0 Shares 2,705 Est. Cost $79.75 Unrealized +8.7%
PAYX Paychex INC CORP COMMON 0.1%
Value ($000) $0 Shares 2,038 Est. Cost $109.76 Unrealized +1.2%
CSCO Cisco Systems, Inc. 0.1%
Value ($000) $0 Shares 4,768 Est. Cost $50.43 Unrealized -4.9%
ZBH Zimmer Biomet Holdings INC CORP 0.1%
Value ($000) $0 Shares 1,972 Est. Cost $125.12 Unrealized -12.6%
NTR Nutrien Ltd CORP COMMON 0.1%
Value ($000) $0 Shares 4,265 Est. Cost $61.88 Unrealized -15.1%
MLM Martin Marietta Materials INC CORP COMMON 0.1%
Value ($000) $0 Shares 481 Est. Cost $391.29 Unrealized +13.8%
IEFA Ishares Core Msci Eafe Etf 0.1%
Value ($000) $0 Shares 3,325 Est. Cost $74.70 Unrealized
AXP American Express Co. 0.1%
Value ($000) $0 Shares 1,245 Est. Cost $161.79 Unrealized -3.0%
MET Metlife INC CORP COMMON 0.1%
Value ($000) $0 Shares 3,488 Est. Cost $55.38 Unrealized +6.1%
VOT Vanguard Mid-cap Growth Index Fund Mid Cap Etf 0.1%
Value ($000) $0 Shares 1,047 Est. Cost $206.64 Unrealized
BX Blackstone INC CORP COMMON 0.1%
Value ($000) $0 Shares 1,747 Est. Cost $116.12 Unrealized -12.1%
PM Philip Morris International INC CORP COMMON 0.1%
Value ($000) $0 Shares 2,349 Est. Cost $76.31 Unrealized +9.7%
HEFA Ishares Currency Hedged Msci Eafe Etf Hedg 0.1%
Value ($000) $0 Shares 7,000 Est. Cost $35.31 Unrealized
GSK Gsk Plc ADR Rep 2 CORP COMMON 0.1%
Value ($000) $0 Shares 5,867 Est. Cost $0.04 Unrealized
MDLZ Mondelez International INC CLASS A CORP COMMON 0.1%
Value ($000) $0 Shares 2,963 Est. Cost $56.14 Unrealized +14.5%
BIIB Biogen INC CORP COMMON 0.1%
Value ($000) $0 Shares 832 Est. Cost $238.92 Unrealized +2.8%
GOOGL Alphabet INC CLASS A CORP COMMON 0.1%
Value ($000) $0 Shares 1,537 Est. Cost $111.26 Unrealized +19.9%
PCY Invesco Emerging Markets Sovereign Debt Etf Invsc Markt Sovrgn 0.1%
Value ($000) $0 Shares 10,250 Est. Cost $13.39 Unrealized
ADBE Adobe INC CORP COMMON 0.1%
Value ($000) $0 Shares 346 Est. Cost $525.22 Unrealized +9.8%
DIS Disney Walt Co. 0.1%
Value ($000) $0 Shares 2,272 Est. Cost $156.71 Unrealized -45.0%
FISV Fiserv, Inc. 0.1%
Value ($000) $0 Shares 1,495 Est. Cost $102.76 Unrealized +19.4%
WFC Wells Fargo & Co. Common Stock 0.1%
Value ($000) $0 Shares 4,029 Est. Cost $41.26 Unrealized -0.6%
XJUN Ft Vest US Equity Enh & Mod Buffer Etf - June Vst Eqy Ehnc Mdrt Buf 0.1%
Value ($000) $0 Shares 5,640 Est. Cost $0.03 Unrealized
VLO Valero Energy Corp COMMON 0.1%
Value ($000) $0 Shares 1,515 Est. Cost $65.12 Unrealized +83.3%
DUK Duke Energy Hldg Common 0.1%
Value ($000) $0 Shares 1,951 Est. Cost $85.91 Unrealized -2.4%
EFA Ishares Msci Eafe Etf 0.1%
Value ($000) $0 Shares 2,498 Est. Cost $73.36 Unrealized
FDX Fedex Corp COMMON 0.1%
Value ($000) $0 Shares 736 Est. Cost $210.05 Unrealized +15.4%
DG Dollar General Corp COMMON 0.1%
Value ($000) $0 Shares 1,354 Est. Cost $194.89 Unrealized -40.5%
WTBA West Bancorporation 0.1%
Value ($000) $0 Shares 8,595 Est. Cost $30.73 Unrealized -41.9%
GE General Electric CO CORP COMMON 0.1%
Value ($000) $0 Shares 1,417 Est. Cost $65.91 Unrealized +38.8%
GLD Spdr Gold Shares Etf 0.1%
Value ($000) $0 Shares 936 Est. Cost $139.71 Unrealized
DFIV Dimensional International Value Etf Val 0.1%
Value ($000) $0 Shares 5,075 Est. Cost $0.03 Unrealized
DOW Dow INC CORP COMMON 0.1%
Value ($000) $0 Shares 3,149 Est. Cost $45.08 Unrealized -0.9%
VDC Vanguard Consumer Staples Index Fund Etf 0.1%
Value ($000) $0 Shares 893 Est. Cost $177.33 Unrealized
IWD Ishares Trust Russell 1000 Value Etf 0.1%
Value ($000) $0 Shares 1,033 Est. Cost $161.56 Unrealized
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
CASH Pathward Financial INC CORP COMMON 0.1%
Value ($000) $0 Shares 3,216 Est. Cost $58.81 Unrealized -17.0%
MPC Marathon Petroleum Corp COMMON 0.1%
Value ($000) $0 Shares 1,128 Est. Cost $61.38 Unrealized +131.3%
ROK Rockwell Automation INC Automat CORP COMMON 0.1%
Value ($000) $0 Shares 530 Est. Cost $233.68 Unrealized +15.6%
CAG Conagra Foods 0.1%
Value ($000) $0 Shares 5,660 Est. Cost $27.03 Unrealized -7.9%
QQQ Invesco Qqq Trust Series 1 Invsc Srs Etf 0.1%
Value ($000) $0 Shares 392 Est. Cost $394.40 Unrealized
NOC Northrop Grumman Corp COMMON 0.1%
Value ($000) $0 Shares 342 Est. Cost $348.21 Unrealized +29.8%
VDE Vanguard Energy Index Fund Etf 0.1%
Value ($000) $0 Shares 1,334 Est. Cost $77.35 Unrealized
BP BP 0.1%
Value ($000) $0 Shares 4,370 Est. Cost $26.67 Unrealized
SCHW Charles Schwab Corp COMMON 0.1%
Value ($000) $0 Shares 2,210 Est. Cost $54.22 Unrealized +3.5%
AXON Axon Enterprise INC CORP COMMON 0.1%
Value ($000) $0 Shares 580 Est. Cost $167.89 Unrealized +34.2%
AVGO Broadcom INC CORP COMMON 0.1%
Value ($000) $0 Shares 134 Est. Cost $80.16 Unrealized +15.1%
IWN Ishares Russell 2000 Value Etf 0.1%
Value ($000) $0 Shares 966 Est. Cost $148.47 Unrealized
WY Weyerhaeuser CO Reit 0.1%
Value ($000) $0 Shares 4,140 Est. Cost $32.09 Unrealized -9.2%
XISE Ft Vest US Eqty Buff & Prem INC Etf - Sept Vst Eqt Br Rpm 0.1%
Value ($000) $0 Shares 4,500 Est. Cost $0.03 Unrealized
IMCG Ishares Morningstar Mid Growth Index Fund Morgstar Cap Gro Etf 0.1%
Value ($000) $0 Shares 2,148 Est. Cost $73.09 Unrealized
IWB Ishares Russell 1000 Index Fund Etf 0.1%
Value ($000) $0 Shares 525 Est. Cost $264.12 Unrealized
GOVT Ishares US Treasury Bond Etf 0.1%
Value ($000) $0 Shares 5,850 Est. Cost $2.76 Unrealized
CARR Carrier Global Corp COMMON 0.1%
Value ($000) $0 Shares 2,327 Est. Cost $50.95 Unrealized +1.2%
C Citigroup INC CORP COMMON 0.1%
Value ($000) $0 Shares 2,557 Est. Cost $47.99 Unrealized -13.8%
FANG Diamondback Energy INC CORP COMMON 0.1%
Value ($000) $0 Shares 850 Est. Cost $120.96 Unrealized +19.3%
ISCV Ishares Morningstar Small Value Index Fund Morn Cap Etf 0.1%
Value ($000) $0 Shares 2,196 Est. Cost $59.65 Unrealized
GIS General Mills Inc. 0.1%
Value ($000) $0 Shares 1,977 Est. Cost $55.25 Unrealized +7.7%
VTWG Vanguard Russell 2000 Growth Etf 0.1%
Value ($000) $0 Shares 700 Est. Cost $209.39 Unrealized
DFUS Dimensional U S Equity Etf 0.1%
Value ($000) $0 Shares 2,462 Est. Cost $0.04 Unrealized
NKE Nike INC CLASS B CORP COMMON 0.1%
Value ($000) $0 Shares 1,167 Est. Cost $154.55 Unrealized -33.4%
CTVA Corteva INC CORP COMMON 0.1%
Value ($000) $0 Shares 2,603 Est. Cost $43.54 Unrealized +6.9%
SLV Ishares Silver Trust Etf 0.1%
Value ($000) $0 Shares 5,680 Est. Cost $18.50 Unrealized
BK Bank of New York Mellon Corp 0.1%
Value ($000) $0 Shares 2,379 Est. Cost $51.03 Unrealized -14.4%
FXG First Trust Consumer Staples Alphadex Fund Tr Consumr Stapls Etf 0.1%
Value ($000) $0 Shares 1,945 Est. Cost $0.06 Unrealized
DFAX Dimensional World Ex U S Core Equity 2 Etf Wld US Cr Eq 0.1%
Value ($000) $0 Shares 5,000 Est. Cost $0.02 Unrealized
PRU Prudential Financial INC CORP COMMON 0.1%
Value ($000) $0 Shares 1,170 Est. Cost $88.66 Unrealized -2.3%
IXG Ishares S&p Global Financials Sector Index Fund Etf 0.1%
Value ($000) $0 Shares 1,525 Est. Cost $0.89 Unrealized
IVE Ishares S&p 500 Value Etf 0.1%
Value ($000) $0 Shares 676 Est. Cost $156.80 Unrealized
PNC PNC Financial Services Group, Inc. 0.1%
Value ($000) $0 Shares 756 Est. Cost $174.29 Unrealized -31.2%
VTRS Viatris INC CORP COMMON 0.1%
Value ($000) $0 Shares 10,842 Est. Cost $10.95 Unrealized -20.7%
PSX Phillips 66 CORP COMMON 0.1%
Value ($000) $0 Shares 841 Est. Cost $66.80 Unrealized +66.2%
RBLX Roblox Corp CLASS A COMMON 0.1%
Value ($000) $0 Shares 2,428 Est. Cost $42.82 Unrealized -13.7%
TT Trane Technologies Plc CORP COMMON 0.1%
Value ($000) $0 Shares 451 Est. Cost $178.56 Unrealized +20.2%
COR Cencora INC CORP COMMON 0.1%
Value ($000) $0 Shares 518 Est. Cost $118.92 Unrealized +61.2%
STZ Constellation Brands INC CLASS A CORP COMMON 0.1%
Value ($000) $0 Shares 439 Est. Cost $212.48 Unrealized +7.3%
Lam Research Corp COMMON 0.1%
Value ($000) $0 Shares 134 Est. Cost $606.48 Unrealized
ADI Analog Devices INC CORP COMMON 0.1%
Value ($000) $0 Shares 522 Est. Cost $162.86 Unrealized +5.7%
XLP Consumer Staples Select Sector Spdr Fund Etf 0.1%
Value ($000) $0 Shares 1,425 Est. Cost $46.19 Unrealized
CL Colgate Polmolive Co. 0.1%
Value ($000) $0 Shares 1,284 Est. Cost $70.92 Unrealized +1.1%
NET Cloudflare INC CLASS A CORP COMMON 0.1%
Value ($000) $0 Shares 1,210 Est. Cost $162.05 Unrealized -56.8%
ORCL Oracle Corp. 0.1%
Value ($000) $0 Shares 950 Est. Cost $88.90 Unrealized +20.0%
KIM Kimco Realty Corp Reit COMMON 0.1%
Value ($000) $0 Shares 4,683 Est. Cost $19.16 Unrealized -11.2%
RSP Invesco S&p 500 Eql Wght Etf Invsc S P Equal Weight 0.0%
Value ($000) $0 Shares 629 Est. Cost $149.32 Unrealized
O Realty Income Corp Reit COMMON 0.0%
Value ($000) $0 Shares 1,700 Est. Cost $55.36 Unrealized -16.0%
Marathon Oil Common 0.0%
Value ($000) $0 Shares 4,032 Est. Cost $0.51 Unrealized
OTIS Otis Worldwide Corp COMMON 0.0%
Value ($000) $0 Shares 1,082 Est. Cost $78.43 Unrealized +2.3%
PGR Progressive Corp COMMON 0.0%
Value ($000) $0 Shares 611 Est. Cost $86.23 Unrealized +66.2%
RACE Ferrari Nv CORP COMMON 0.0%
Value ($000) $0 Shares 285 Est. Cost $208.60 Unrealized +60.1%
TSM Taiwan Semiconductor Manufacturing LTD 0.0%
Value ($000) $0 Shares 920 Est. Cost $0.09 Unrealized
WELL Welltower INC CORP COMMON 0.0%
Value ($000) $0 Shares 1,058 Est. Cost $61.54 Unrealized +34.9%
ADM Archer-daniels-midland CO Archer Daniels Midland CORP COMMON 0.0%
Value ($000) $0 Shares 1,300 Est. Cost $57.39 Unrealized +18.1%
EEM Ishares Msci Emerging Markets Etf 0.0%
Value ($000) $0 Shares 2,330 Est. Cost $2.46 Unrealized
KRE Spdr Kbw Regional Banking (Etf) S&p Etf 0.0%
Value ($000) $0 Shares 1,800 Est. Cost $0.04 Unrealized
ZVRA Zevra Therapeutics INC CORP COMMON 0.0%
Value ($000) $0 Shares 14,224 Est. Cost $8.74 Unrealized -46.5%
PYPL Paypal Holdings INC CORP COMMON 0.0%
Value ($000) $0 Shares 1,481 Est. Cost $142.23 Unrealized -59.8%
DOCU Docusign INC CORP COMMON 0.0%
Value ($000) $0 Shares 1,524 Est. Cost $91.86 Unrealized -50.1%
VNQ Vanguard Real Estate Index Fund Etf 0.0%
Value ($000) $0 Shares 985 Est. Cost $115.79 Unrealized
PEG Public Service Enterprise Group INC CORP COMMON 0.0%
Value ($000) $0 Shares 1,401 Est. Cost $55.47 Unrealized +3.3%
NVS Novartis Ag ADR Repsg 1 CORP COMMON 0.0%
Value ($000) $0 Shares 855 Est. Cost $87.64 Unrealized
LYB Lyondellbasell Industries Nv CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 905 Est. Cost $68.69 Unrealized +16.2%
PKG Packaging Corp Amer Common 0.0%
Value ($000) $0 Shares 524 Est. Cost $122.50 Unrealized +21.4%
NFLX Netflix INC CORP COMMON 0.0%
Value ($000) $0 Shares 173 Est. Cost $46.86 Unrealized -6.8%
LNTH Lantheus Holdings INC CORP COMMON 0.0%
Value ($000) $0 Shares 1,345 Est. Cost $26.60 Unrealized +154.7%
ILCB Ishares Morningstar US Equity Etf 0.0%
Value ($000) $0 Shares 1,268 Est. Cost $66.25 Unrealized
ITA Ishares Dow Jones US Aerospace And Defense Index Fund Etf 0.0%
Value ($000) $0 Shares 650 Est. Cost $79.33 Unrealized
SYY Sysco Corp. 0.0%
Value ($000) $0 Shares 1,116 Est. Cost $68.78 Unrealized -5.7%
XEL Xcel Energy Common 0.0%
Value ($000) $0 Shares 1,316 Est. Cost $56.85 Unrealized -2.4%
G Genpact Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 2,300 Est. Cost $38.74 Unrealized -13.7%
VCR Vanguard Consumer Discretionary Etf 0.0%
Value ($000) $0 Shares 252 Est. Cost $291.10 Unrealized
IWO Ishares Russell 2000 Growth Etf 0.0%
Value ($000) $0 Shares 300 Est. Cost $206.67 Unrealized
ZTS Zoetis INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 386 Est. Cost $188.09 Unrealized -8.1%
STX Seagate Technology Holdings Plc CORP COMMON 0.0%
Value ($000) $0 Shares 855 Est. Cost $58.30 Unrealized +21.1%
DAL Delta Air Lines INC CORP COMMON 0.0%
Value ($000) $0 Shares 1,795 Est. Cost $38.51 Unrealized -8.0%
QCOM Qualcomm, Inc. 0.0%
Value ($000) $0 Shares 500 Est. Cost $146.06 Unrealized -19.0%
XYZ Block INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 925 Est. Cost $93.90 Unrealized -39.8%
UMBF Umb Financial Corp COMMON 0.0%
Value ($000) $0 Shares 800 Est. Cost $67.77 Unrealized +3.8%
ISRG Intuitive Surgical INC CORP COMMON 0.0%
Value ($000) $0 Shares 198 Est. Cost $333.47 Unrealized -10.6%
FDN First Trust Dow Jones Internet Index Fund Cf Etf 0.0%
Value ($000) $0 Shares 361 Est. Cost $0.15 Unrealized
WST West Pharmaceutical Services INC Pharm Svc CORP COMMON 0.0%
Value ($000) $0 Shares 191 Est. Cost $425.92 Unrealized -17.4%
PRI Primerica INC CORP COMMON 0.0%
Value ($000) $0 Shares 318 Est. Cost $158.57 Unrealized +28.9%
ACN Accenture Plc CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 185 Est. Cost $339.87 Unrealized -8.0%
VBK Vanguard Small-cap Growth Index Fund Small Cap Etf 0.0%
Value ($000) $0 Shares 260 Est. Cost $257.43 Unrealized
MSEX Middlesex Water CO CORP COMMON 0.0%
Value ($000) $0 Shares 967 Est. Cost $106.24 Unrealized -38.0%
DDOG Datadog INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 523 Est. Cost $164.50 Unrealized -37.4%
EFX Equifax INC CORP COMMON 0.0%
Value ($000) $0 Shares 250 Est. Cost $270.17 Unrealized -26.0%
DVY Ishares Select Dividend Etf 0.0%
Value ($000) $0 Shares 530 Est. Cost $118.69 Unrealized
ALL Allstate Common 0.0%
Value ($000) $0 Shares 434 Est. Cost $112.40 Unrealized +11.0%
FXH First Trust Health Care Alphadex Fund Etf 0.0%
Value ($000) $0 Shares 593 Est. Cost $0.11 Unrealized
CPRI Capri Holdings Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 1,200 Est. Cost $59.20 Unrealized -15.7%
EW Edwards Lifesciences Corp COMMON 0.0%
Value ($000) $0 Shares 787 Est. Cost $108.27 Unrealized -35.7%
Z Zillow Group INC CLASS C CORP COMMON 0.0%
Value ($000) $0 Shares 1,015 Est. Cost $72.06 Unrealized -38.8%
TGT Target Corp. 0.0%
Value ($000) $0 Shares 408 Est. Cost $207.08 Unrealized -45.4%
IAT Ishares U.s. Regional Banks Etf US 0.0%
Value ($000) $0 Shares 1,375 Est. Cost $4.11 Unrealized
ELV Anthem, Inc 0.0%
Value ($000) $0 Shares 122 Est. Cost $397.15 Unrealized +12.5%
FE Firstenergy Common 0.0%
Value ($000) $0 Shares 1,560 Est. Cost $32.61 Unrealized +1.6%
FHI Federated Hermes INC CLASS B CORP COMMON 0.0%
Value ($000) $0 Shares 1,674 Est. Cost $29.32 Unrealized +0.1%
WMB Williams Companies INC CORP COMMON 0.0%
Value ($000) $0 Shares 1,614 Est. Cost $22.75 Unrealized +41.4%
SAFT Safety Insurance Group INC CORP COMMON 0.0%
Value ($000) $0 Shares 725 Est. Cost $80.89 Unrealized -6.7%
CMCSA Comcast Corp CLASS A COMMON 0.0%
Value ($000) $0 Shares 1,244 Est. Cost $46.14 Unrealized -13.1%
SHEL Shell Plc ADR Each Rep 2 CORP COMMON 0.0%
Value ($000) $0 Shares 822 Est. Cost $47.45 Unrealized
CBOE Cboe Global Markets INC CORP COMMON 0.0%
Value ($000) $0 Shares 300 Est. Cost $132.86 Unrealized +26.5%
JD Jd.com INC ADR Rep 2 CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 1,840 Est. Cost $0.03 Unrealized
CNC Centene Corp COMMON 0.0%
Value ($000) $0 Shares 700 Est. Cost $73.27 Unrealized -1.5%
CLX Clorox CO CORP COMMON 0.0%
Value ($000) $0 Shares 350 Est. Cost $145.62 Unrealized -14.8%
VONV Vanguard Russell 1000 Value Etf 0.0%
Value ($000) $0 Shares 676 Est. Cost $70.09 Unrealized
CNS Cohen & Steers INC CORP COMMON 0.0%
Value ($000) $0 Shares 641 Est. Cost $80.62 Unrealized -30.1%
CMG Chipotle Mexican Grill INC CORP COMMON 0.0%
Value ($000) $0 Shares 21 Est. Cost $35.21 Unrealized +18.2%
GPRE Green Plains INC CORP COMMON 0.0%
Value ($000) $0 Shares 1,856 Est. Cost $37.18 Unrealized -28.9%
VONG Vanguard Russell 1000 Growth Etf 0.0%
Value ($000) $0 Shares 600 Est. Cost $76.94 Unrealized
ILCV Ishares Morningstar Value Etf 0.0%
Value ($000) $0 Shares 668 Est. Cost $68.86 Unrealized
WBD Warner Bros Discovery INC Bros. Srs A CORP COMMON 0.0%
Value ($000) $0 Shares 4,059 Est. Cost $14.20 Unrealized -24.0%
CHD Church & Dwight CO INC And CORP COMMON 0.0%
Value ($000) $0 Shares 479 Est. Cost $86.37 Unrealized +3.3%
MGM Mgm Resorts International CORP COMMON 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $44.88 Unrealized -12.6%
ALB Albemarle Corp COMMON 0.0%
Value ($000) $0 Shares 311 Est. Cost $187.67 Unrealized -29.6%
EXC Exelon Corp COMMON 0.0%
Value ($000) $0 Shares 1,234 Est. Cost $32.93 Unrealized +7.9%
WPC Wp Carey INC W P Reit CORP COMMON 0.0%
Value ($000) $0 Shares 682 Est. Cost $63.07 Unrealized
UFPI Ufp Industries INC CORP COMMON 0.0%
Value ($000) $0 Shares 350 Est. Cost $83.42 Unrealized +29.4%
AAXJ Ishares Msci All Country Asia Ex Japan Etf Count Asa Jp 0.0%
Value ($000) $0 Shares 655 Est. Cost $82.44 Unrealized
D Dominion Energy INC CORP COMMON 0.0%
Value ($000) $0 Shares 936 Est. Cost $58.37 Unrealized -31.2%
IDXX Idexx Laboratories INC CORP COMMON 0.0%
Value ($000) $0 Shares 78 Est. Cost $627.75 Unrealized -25.2%
DLTR Dollar Tree INC CORP COMMON 0.0%
Value ($000) $0 Shares 300 Est. Cost $119.42 Unrealized -0.9%
LUV Southwest Airlines CO CORP COMMON 0.0%
Value ($000) $0 Shares 1,505 Est. Cost $41.07 Unrealized -39.8%
EVRG Evergy INC CORP COMMON 0.0%
Value ($000) $0 Shares 808 Est. Cost $54.86 Unrealized -16.3%
OKE Oneok INC CORP COMMON 0.0%
Value ($000) $0 Shares 600 Est. Cost $50.02 Unrealized +20.7%
SDY Spdr S&p Dividend Etf 0.0%
Value ($000) $0 Shares 338 Est. Cost $130.18 Unrealized
MCO Moody's Corp Moodys COMMON 0.0%
Value ($000) $0 Shares 106 Est. Cost $372.33 Unrealized -8.2%
XLK Technology Select Sector Spdr Fund Etf 0.0%
Value ($000) $0 Shares 215 Est. Cost $139.10 Unrealized
CEG Constellation Energy Corp COMMON 0.0%
Value ($000) $0 Shares 349 Est. Cost $79.03 Unrealized +45.7%
HBAN Huntington Bancshares INC CORP COMMON 0.0%
Value ($000) $0 Shares 3,234 Est. Cost $13.03 Unrealized -23.5%
CCL Carnival Corp COMMON 0.0%
Value ($000) $0 Shares 2,197 Est. Cost $19.20 Unrealized -24.4%
VYMI Vanguard Internatl High Div Yield Index Fund Internatnl Hgh Yld Etf 0.0%
Value ($000) $0 Shares 600 Est. Cost $59.53 Unrealized
DOC Healthpeak Properties INC CORP COMMON 0.0%
Value ($000) $0 Shares 2,035 Est. Cost $27.38 Unrealized -43.9%
PSLV Sprott Physical Silver Trust Etv 0.0%
Value ($000) $0 Shares 5,000 Est. Cost $4.80 Unrealized
AWK American Water Works Company INC CORP COMMON 0.0%
Value ($000) $0 Shares 300 Est. Cost $160.41 Unrealized -25.2%
PAA Plains All American Pipeline Lp Unt 0.0%
Value ($000) $0 Shares 2,550 Est. Cost $9.41 Unrealized
DEO Diageo Plc ADR Rep 4 CORP COMMON 0.0%
Value ($000) $0 Shares 269 Est. Cost $219.33 Unrealized
STT State Street Corp COMMON 0.0%
Value ($000) $0 Shares 500 Est. Cost $81.66 Unrealized -20.6%
AGM Federal Agricultural Mortgage Corp Agricultur CLASS C COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $107.94 Unrealized +41.0%
SCZ Ishares Msci Eafe Small Cap Index Fund Etf 0.0%
Value ($000) $0 Shares 619 Est. Cost $36.59 Unrealized
OLLI Ollie's Bargain Outlet Holdings INC Ollies Hldg CORP COMMON 0.0%
Value ($000) $0 Shares 500 Est. Cost $58.59 Unrealized +28.6%
QSR Restaurant Brands International INC Intrnational CORP COMMON 0.0%
Value ($000) $0 Shares 490 Est. Cost $58.94 Unrealized +18.0%
KEY Keycorp CORP COMMON 0.0%
Value ($000) $0 Shares 2,600 Est. Cost $9.21 Unrealized +15.7%
GEHC Ge Healthcare Technologies INC CORP COMMON 0.0%
Value ($000) $0 Shares 464 Est. Cost $71.08 Unrealized -1.8%
XMMO Invesco S And P Midcap Momentum Etf Momntm 0.0%
Value ($000) $0 Shares 400 Est. Cost $90.31 Unrealized
MUB Ishares National Muni Bond Etf 0.0%
Value ($000) $0 Shares 332 Est. Cost $117.47 Unrealized
CIEN Ciena Corp COMMON 0.0%
Value ($000) $0 Shares 800 Est. Cost $61.70 Unrealized -28.5%
PH Parker-hannifin Corp Parker Hannifin COMMON 0.0%
Value ($000) $0 Shares 75 Est. Cost $292.73 Unrealized +39.1%
VOX Vanguard Communication Services Index Fund Etf 0.0%
Value ($000) $0 Shares 285 Est. Cost $129.58 Unrealized
DNP Select Income Fund Inc. 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $10.75 Unrealized
PB Prosperity Bancshares INC CORP COMMON 0.0%
Value ($000) $0 Shares 500 Est. Cost $64.32 Unrealized -15.6%
AJG Gallagher, Arthur J. & Co. 0.0%
Value ($000) $0 Shares 150 Est. Cost $153.40 Unrealized +51.5%
HAL Halliburton CO CORP COMMON 0.0%
Value ($000) $0 Shares 912 Est. Cost $21.79 Unrealized +67.3%
ETN Eaton Corporation Plc CORP COMMON 0.0%
Value ($000) $0 Shares 133 Est. Cost $155.46 Unrealized +38.7%
UEC Uranium Energy Corp COMMON 0.0%
Value ($000) $0 Shares 4,960 Est. Cost $3.85 Unrealized +54.8%
LHX L3harris Technologies INC CORP COMMON 0.0%
Value ($000) $0 Shares 153 Est. Cost $203.52 Unrealized -11.6%
VRTX Vertex Pharmaceuticals INC CORP COMMON 0.0%
Value ($000) $0 Shares 75 Est. Cost $194.45 Unrealized +90.0%
IR Ingersoll Rand INC CORP COMMON 0.0%
Value ($000) $0 Shares 397 Est. Cost $56.66 Unrealized +20.4%
INTU Intuit INC CORP COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $422.65 Unrealized +28.9%
MC Moelis & CO CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 550 Est. Cost $53.17 Unrealized -19.8%
SPIB Spdr Portfolio Intermediate Term Corporate Bd Etf Intrmdt Trm Crprate Bnd 0.0%
Value ($000) $0 Shares 931 Est. Cost $36.52 Unrealized
EWU Ishares Msci United Kingdom Etf Kingdome 0.0%
Value ($000) $0 Shares 913 Est. Cost $33.85 Unrealized
LEN Lennar Corp CLASS A COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $96.09 Unrealized +21.6%
PEBO Peoples Bancorp INC People CORP COMMON 0.0%
Value ($000) $0 Shares 900 Est. Cost $31.54 Unrealized -7.6%
DLR Digital Realty Trust INC Reit CORP COMMON 0.0%
Value ($000) $0 Shares 223 Est. Cost $90.52 Unrealized +33.2%
Hess Corp COMMON 0.0%
Value ($000) $0 Shares 211 Est. Cost $74.68 Unrealized
ACGL Arch Capital Group Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 400 Est. Cost $68.76 Unrealized +13.0%
BJ Bj's Wholesale Club Holdings INC Bjs Hold CORP COMMON 0.0%
Value ($000) $0 Shares 450 Est. Cost $62.43 Unrealized +8.4%
EXPE Expedia Group INC CORP COMMON 0.0%
Value ($000) $0 Shares 193 Est. Cost $128.85 Unrealized -5.7%
LW Lamb Weston Holdings INC CORP COMMON 0.0%
Value ($000) $0 Shares 267 Est. Cost $53.78 Unrealized +71.1%
ATLO Ames National Cdt-com 0.0%
Value ($000) $0 Shares 1,300 Est. Cost $19.85 Unrealized -16.3%
DTE Dte Energy CO CORP COMMON 0.0%
Value ($000) $0 Shares 250 Est. Cost $99.45 Unrealized -4.6%
IWS Ishares Russell Mid-cap Value Etf Mid Cap 0.0%
Value ($000) $0 Shares 240 Est. Cost $121.77 Unrealized
HRL Hormel Foods Corp COMMON 0.0%
Value ($000) $0 Shares 850 Est. Cost $38.61 Unrealized -21.8%
Juniper Networks Common 0.0%
Value ($000) $0 Shares 900 Est. Cost $35.83 Unrealized
Paramount Global CLASS B CORP COMMON 0.0%
Value ($000) $0 Shares 1,795 Est. Cost $5.36 Unrealized
TTC Toro CO CORP COMMON 0.0%
Value ($000) $0 Shares 283 Est. Cost $99.58 Unrealized -14.0%
VTI Vanguard Total Stock Market Index Fund Etf 0.0%
Value ($000) $0 Shares 113 Est. Cost $203.56 Unrealized
VNQI Vanguard Global Ex-us Real Estate Index FUND Glbal Ex US Etf 0.0%
Value ($000) $0 Shares 600 Est. Cost $54.29 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
OMC Omnicom Group INC CORP COMMON 0.0%
Value ($000) $0 Shares 300 Est. Cost $84.87 Unrealized -13.8%
Unilever Plc ADR Rep 1 CORP COMMON 0.0%
Value ($000) $0 Shares 517 Est. Cost $9.71 Unrealized
MPT Medical Properties Trust INC Reit CORP COMMON 0.0%
Value ($000) $0 Shares 5,020 Est. Cost $0.01 Unrealized
VXUS Vanguard Total International Stock Index Fund Stk Etf 0.0%
Value ($000) $0 Shares 427 Est. Cost $23.45 Unrealized
FXD First Trust Consumer Discretionary Alphadex Fund Tr Cons Dscrtnry Etf 0.0%
Value ($000) $0 Shares 425 Est. Cost $0.05 Unrealized
Etfmg Prime Junior Silver Miners Etf Silvr Mnrs 0.0%
Value ($000) $0 Shares 2,515 Est. Cost $10.28 Unrealized
HLN Haleon Plc ADR Rep 2 CORP COMMON 0.0%
Value ($000) $0 Shares 3,023 Est. Cost $0.01 Unrealized
VXF Vanguard Extended Markets Index Fund Market Etf 0.0%
Value ($000) $0 Shares 146 Est. Cost $177.67 Unrealized
XMLV Invesco S&p Midcap Low Volatility Etf Invsc S P 0.0%
Value ($000) $0 Shares 427 Est. Cost $58.55 Unrealized
TRN Trinity Industries INC CORP COMMON 0.0%
Value ($000) $0 Shares 850 Est. Cost $24.11 Unrealized -9.1%
NOG Northern Oil And Gas INC CORP COMMON 0.0%
Value ($000) $0 Shares 625 Est. Cost $33.65 Unrealized +12.4%
IHF Ishares U.s. Healthcare Providers Etf US Pro 0.0%
Value ($000) $0 Shares 85 Est. Cost $294.12 Unrealized
OXY Occidental Petroleum Corp COMMON 0.0%
Value ($000) $0 Shares 370 Est. Cost $54.00 Unrealized +8.5%
TSN Tyson Foods INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 400 Est. Cost $65.83 Unrealized -31.6%
VPL Vanguard Pacific Stock Index Fund Ftse Etf 0.0%
Value ($000) $0 Shares 300 Est. Cost $77.50 Unrealized
VONE Vanguard Russell 1000 Index Fund Etf 0.0%
Value ($000) $0 Shares 100 Est. Cost $210.00 Unrealized
EBF Ennis INC CORP COMMON 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $14.00 Unrealized +23.0%
KMI Kinder Morgan INC CLASS P CORP COMMON 0.0%
Value ($000) $0 Shares 1,253 Est. Cost $13.34 Unrealized +14.9%
VTHR Vanguard Russell 3000 Etf 0.0%
Value ($000) $0 Shares 100 Est. Cost $200.00 Unrealized
Modivcare INC CORP COMMON 0.0%
Value ($000) $0 Shares 475 Est. Cost $148.15 Unrealized
CNP Centerpoint Energy INC CORP COMMON 0.0%
Value ($000) $0 Shares 750 Est. Cost $24.02 Unrealized +9.4%
RPM Rpm International INC CORP COMMON 0.0%
Value ($000) $0 Shares 186 Est. Cost $87.60 Unrealized +15.3%
KREF Kkr Real Estate Finance Trust INC CORP COMMON 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $21.05 Unrealized
WPM Wheaton Precious Metals Corp COMMON 0.0%
Value ($000) $0 Shares 400 Est. Cost $39.43 Unrealized +12.8%
FNV Franco-nevada Corp Franco Nevada COMMON 0.0%
Value ($000) $0 Shares 177 Est. Cost $140.73 Unrealized -15.2%
TJX Tjx Companies INC CORP COMMON 0.0%
Value ($000) $0 Shares 206 Est. Cost $65.27 Unrealized +33.7%
XSLV Invesco S&p Smallcap Low Volatility Etf Invsc S P Volatilty 0.0%
Value ($000) $0 Shares 426 Est. Cost $51.64 Unrealized
BMRN Biomarin Pharmaceutical INC CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $82.51 Unrealized +7.2%
MDU Mdu Resources Group INC CORP COMMON 0.0%
Value ($000) $0 Shares 885 Est. Cost $9.99 Unrealized -0.4%
SLGN Silgan Holdings INC CORP COMMON 0.0%
Value ($000) $0 Shares 400 Est. Cost $48.63 Unrealized -13.3%
TM Toyota Motor Corp - Adr 0.0%
Value ($000) $0 Shares 100 Est. Cost $190.00 Unrealized
PLUG Plug Power, Inc. 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $8.64 Unrealized -39.3%
CAH Cardinal Health INC CORP COMMON 0.0%
Value ($000) $0 Shares 180 Est. Cost $44.62 Unrealized +114.5%
PNW Pinnacle West Capital Corp COMMON 0.0%
Value ($000) $0 Shares 233 Est. Cost $55.84 Unrealized +20.3%
FSLR First Solar INC CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $102.83 Unrealized +48.7%
QUAL Ishares Msci Usa Quality Factor Etf Qlty Fact 0.0%
Value ($000) $0 Shares 114 Est. Cost $149.12 Unrealized
Walgreens Boots Alliance INC Walgreen CORP COMMON 0.0%
Value ($000) $0 Shares 632 Est. Cost $39.67 Unrealized
TFC Truist Financial Corp COMMON 0.0%
Value ($000) $0 Shares 453 Est. Cost $49.71 Unrealized -43.2%
MGC Vanguard Mega Cap Index Fund Etf 0.0%
Value ($000) $0 Shares 100 Est. Cost $160.00 Unrealized
VOOV Vanguard S&p 500 Value Index Fund Etf 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.15 Unrealized
TKR Timken CO CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $70.09 Unrealized +5.0%
SHOP Shopify INC CLASS A Sub Vtg CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $53.88 Unrealized +18.5%
RCL Royal Caribbean Cruises Ltd Group CORP COMMON 0.0%
Value ($000) $0 Shares 120 Est. Cost $79.83 Unrealized +25.5%
MOS Mosaic CO CORP COMMON 0.0%
Value ($000) $0 Shares 460 Est. Cost $35.44 Unrealized -6.6%
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 -15.6%
Blackrock INC CORP COMMON 0.0%
Value ($000) $0 Shares 20 Est. Cost $750.14 Unrealized
DFLV Dfa Dimensional US Large Cap Value Etf Dimensionl 0.0%
Value ($000) $0 Shares 560 Est. Cost $0.03 Unrealized
BLV Vanguard Long-term Bond Index Fund Long Term Etf 0.0%
Value ($000) $0 Shares 200 Est. Cost $70.00 Unrealized
UBSI United Bankshares INC CORP COMMON 0.0%
Value ($000) $0 Shares 400 Est. Cost $36.81 Unrealized -13.7%
SCHD Schwab US Dividend Equity Etf 0.0%
Value ($000) $0 Shares 200 Est. Cost $50.03 Unrealized
NXE Nexgen Energy Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 2,185 Est. Cost $5.14 Unrealized +21.1%
BEN Franklin Resources INC CORP COMMON 0.0%
Value ($000) $0 Shares 500 Est. Cost $26.58 Unrealized -17.3%
Avangrid INC CORP COMMON 0.0%
Value ($000) $0 Shares 455 Est. Cost $50.23 Unrealized
BOKF Bok Financial Corp COMMON 0.0%
Value ($000) $0 Shares 176 Est. Cost $92.25 Unrealized -22.5%
CC Chemours CO CORP COMMON 0.0%
Value ($000) $0 Shares 475 Est. Cost $26.84 Unrealized -7.3%
KR Kroger CO CORP COMMON 0.0%
Value ($000) $0 Shares 300 Est. Cost $38.48 Unrealized +10.2%
KNF Knife River Corp COMMON 0.0%
Value ($000) $0 Shares 212 Est. Cost $56.89 Unrealized 0.0%
WTRG Essential Utilities INC CORP COMMON 0.0%
Value ($000) $0 Shares 380 Est. Cost $48.56 Unrealized -28.1%
EOG Eog Resources INC CORP COMMON 0.0%
Value ($000) $0 Shares 115 Est. Cost $73.31 Unrealized +57.7%
GLW Corning Inc. 0.0%
Value ($000) $0 Shares 476 Est. Cost $33.34 Unrealized -18.6%
TSCO Tractor Supply CO CORP COMMON 0.0%
Value ($000) $0 Shares 64 Est. Cost $41.38 Unrealized -4.8%
STM Stmicroelectronics Nv ADR 0.0%
Value ($000) $0 Shares 260 Est. Cost $30.77 Unrealized
VFMO Vanguard US Momentum Factor Etf 0.0%
Value ($000) $0 Shares 100 Est. Cost $130.00 Unrealized
VFQY Vanguard US Quality Factor Etf 0.0%
Value ($000) $0 Shares 100 Est. Cost $120.00 Unrealized
YORW York Water CO CORP COMMON 0.0%
Value ($000) $0 Shares 340 Est. Cost $43.40 Unrealized -18.0%
SWK Stanley Black & Decker INC And CORP COMMON 0.0%
Value ($000) $0 Shares 133 Est. Cost $158.57 Unrealized -49.1%
Southstate Corp COMMON 0.0%
Value ($000) $0 Shares 150 Est. Cost $80.00 Unrealized
SHW Sherwin-williams CO Sherwin Williams CORP COMMON 0.0%
Value ($000) $0 Shares 42 Est. Cost $225.00 Unrealized +17.3%
OGN Organon & CO CORP COMMON 0.0%
Value ($000) $0 Shares 867 Est. Cost $23.27 Unrealized -47.0%
NVO Novo Nordisk A/S 0.0%
Value ($000) $0 Shares 130 Est. Cost $0.11 Unrealized
FAST Fastenal CO CORP 0.0%
Value ($000) $0 Shares 200 Est. Cost $26.67 Unrealized +7.6%
DRI Darden Restaurants INC CORP COMMON 0.0%
Value ($000) $0 Shares 82 Est. Cost $114.33 Unrealized +24.0%
CDE Coeur Mining INC CORP COMMON 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $6.01 Unrealized -54.6%
APD Air Products And Chemicals INC CORP COMMON 0.0%
Value ($000) $0 Shares 46 Est. Cost $264.00 Unrealized -1.8%
MDY Spdr S&p Midcap 400 Etf 0.0%
Value ($000) $0 Shares 25 Est. Cost $520.00 Unrealized
CME Cme Group INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 60 Est. Cost $184.82 Unrealized +5.3%
VRSK Verisk Analytics INC CORP COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $212.40 Unrealized +9.9%
MRNA Moderna INC CORP COMMON 0.0%
Value ($000) $0 Shares 125 Est. Cost $220.05 Unrealized -61.8%
TFSL Tfs Financial Corp COMMON 0.0%
Value ($000) $0 Shares 800 Est. Cost $13.50 Unrealized -20.4%
ES Eversource Energy CORP COMMON 0.0%
Value ($000) $0 Shares 187 Est. Cost $71.82 Unrealized -27.6%
FMC Fmc Corp COMMON 0.0%
Value ($000) $0 Shares 197 Est. Cost $85.46 Unrealized -38.6%
IP International Paper CO CORP COMMON 0.0%
Value ($000) $0 Shares 325 Est. Cost $41.02 Unrealized -22.1%
LVS Las Vegas Sands Corp COMMON 0.0%
Value ($000) $0 Shares 245 Est. Cost $36.70 Unrealized +23.7%
XLU Utilities Select Sector Spdr Fund Uti Etf 0.0%
Value ($000) $0 Shares 190 Est. Cost $0.06 Unrealized
Vector Group Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 1,061 Est. Cost $11.31 Unrealized
BKNG Booking Holdings INC CORP COMMON 0.0%
Value ($000) $0 Shares 3 Est. Cost $2332.00 Unrealized +31.6%
ABNB Airbnb INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 84 Est. Cost $174.17 Unrealized -26.0%
DINO Hf Sinclair Corp COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $45.96 Unrealized +8.1%
MGA Magna International INC CORP COMMON 0.0%
Value ($000) $0 Shares 188 Est. Cost $70.50 Unrealized -29.6%
NCLH Norwegian Cruise Line Holdings Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 550 Est. Cost $23.15 Unrealized -30.7%
MGV Vanguard Mega Cap Value Index Fund Etf 0.0%
Value ($000) $0 Shares 100 Est. Cost $110.00 Unrealized
Etfmg Prime Cyber Security Etf 0.0%
Value ($000) $0 Shares 160 Est. Cost $62.50 Unrealized
Barrick Gold Corp COMMON 0.0%
Value ($000) $0 Shares 570 Est. Cost $17.55 Unrealized
BMO Bank Of Montreal CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $98.30 Unrealized -22.1%
TD Toronto-dominion Bank Toronto Dominion CORP COMMON 0.0%
Value ($000) $0 Shares 153 Est. Cost $72.90 Unrealized -17.8%
PENN Penn Entertainment INC CORP COMMON 0.0%
Value ($000) $0 Shares 375 Est. Cost $60.63 Unrealized -61.7%
VFMV Vanguard US Minimum Volatility Etf Volatilty 0.0%
Value ($000) $0 Shares 100 Est. Cost $100.00 Unrealized
VT Vanguard Total World Stock Index Fund Etf 0.0%
Value ($000) $0 Shares 100 Est. Cost $90.00 Unrealized
VIOO Vanguard S&p Small-cap 600 Index Fund Small Cap Etf 0.0%
Value ($000) $0 Shares 100 Est. Cost $85.05 Unrealized
OCFC Oceanfirst Financial Corp COMMON 0.0%
Value ($000) $0 Shares 600 Est. Cost $17.99 Unrealized -27.4%
NSC Norfolk Southern Corp COMMON 0.0%
Value ($000) $0 Shares 44 Est. Cost $238.89 Unrealized -16.2%
New York Community Bancorp INC CORP COMMON 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $12.50 Unrealized
Lazard Ltd CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 275 Est. Cost $43.24 Unrealized
CPRT Copart INC CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $38.99 Unrealized +21.2%
IVOG Vanguard S&p Mid-cap 400 Growth Index Fund Mid Cap Etf 0.0%
Value ($000) $0 Shares 100 Est. Cost $95.05 Unrealized
INCY Incyte Corp COMMON 0.0%
Value ($000) $0 Shares 147 Est. Cost $67.41 Unrealized -16.1%
ESGV Vanguard Esg US Stock Etf 0.0%
Value ($000) $0 Shares 100 Est. Cost $70.00 Unrealized
TOWN Townebank Towne Bank CORP COMMON 0.0%
Value ($000) $0 Shares 300 Est. Cost $31.86 Unrealized -18.6%
TFX Teleflex INC CORP COMMON 0.0%
Value ($000) $0 Shares 36 Est. Cost $330.52 Unrealized -36.5%
Silvercrest Metals INC CORP COMMON 0.0%
Value ($000) $0 Shares 1,420 Est. Cost $6.58 Unrealized
PLTR Palantir Technologies INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 550 Est. Cost $12.45 Unrealized +43.0%
OKTA Okta INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $76.12 Unrealized +0.2%
IVOO Vanguard S&p Mid-cap 400 Index Fund Mid Cap Etf 0.0%
Value ($000) $0 Shares 100 Est. Cost $75.04 Unrealized
GRMN Garmin Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 68 Est. Cost $115.78 Unrealized -3.6%
NEAR Blackrock Short Duration Bond Etf Duratn Bnd 0.0%
Value ($000) $0 Shares 174 Est. Cost $51.72 Unrealized
CPB Campbell Soup CO CORP COMMON 0.0%
Value ($000) $0 Shares 215 Est. Cost $36.19 Unrealized +5.3%
COIN Coinbase Global INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 52 Est. Cost $59.88 Unrealized +82.4%
TZA Direxion Daily Small Cap Bear 3x Shares Etf 0.0%
Value ($000) $0 Shares 450 Est. Cost $21.49 Unrealized
AEM Agnico Eagle Mines Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 159 Est. Cost $49.03 Unrealized -2.2%
FCX Freeport-mcmoran INC Freeport Mcmoran CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $37.30 Unrealized -3.7%
TMDX Transmedics Group INC CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $25.07 Unrealized +140.7%
TMO Thermo Fisher Scientific INC CORP COMMON 0.0%
Value ($000) $0 Shares 15 Est. Cost $617.25 Unrealized -22.1%
SON Sonoco Products CO CORP COMMON 0.0%
Value ($000) $0 Shares 150 Est. Cost $51.08 Unrealized -3.0%
SCHF Schwab International Equity Etf 0.0%
Value ($000) $0 Shares 225 Est. Cost $40.00 Unrealized
OHI Omega Healthcare Investors INC Reit CORP COMMON 0.0%
Value ($000) $0 Shares 270 Est. Cost $29.63 Unrealized
Mag Silver Corp COMMON 0.0%
Value ($000) $0 Shares 740 Est. Cost $16.22 Unrealized
Interpublic Group Of Companies INC CORP COMMON 0.0%
Value ($000) $0 Shares 257 Est. Cost $31.06 Unrealized -11.1%
NGVT Ingevity Corp COMMON 0.0%
Value ($000) $0 Shares 160 Est. Cost $76.05 Unrealized -45.4%
HWM Howmet Aerospace INC CORP COMMON 0.0%
Value ($000) $0 Shares 141 Est. Cost $30.44 Unrealized +61.1%
XLF Financial Select Sector Spdr Fund Str Etf 0.0%
Value ($000) $0 Shares 200 Est. Cost $40.00 Unrealized
GM General Motors CO CORP COMMON 0.0%
Value ($000) $0 Shares 219 Est. Cost $56.36 Unrealized -46.3%
CVBF Cvb Financial Corp COMMON 0.0%
Value ($000) $0 Shares 400 Est. Cost $17.24 Unrealized -6.5%
Cedar Fair Lp Unt 0.0%
Value ($000) $0 Shares 200 Est. Cost $50.00 Unrealized
ZM Zoom Video Communications INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 105 Est. Cost $235.14 Unrealized -71.9%
VSH Vishay Intertechnology INC Intertech CORP COMMON 0.0%
Value ($000) $0 Shares 320 Est. Cost $18.84 Unrealized +17.2%
UPST Upstart Holdings INC CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $31.80 Unrealized -4.3%
EA Electronic Arts INC CORP COMMON 0.0%
Value ($000) $0 Shares 54 Est. Cost $131.47 Unrealized -0.6%
AEE Ameren Corp 0.0%
Value ($000) $0 Shares 100 Est. Cost $75.02 Unrealized -5.4%
AGI Alamos Gold INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 500 Est. Cost $7.49 Unrealized +73.2%
Te Connectivity Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 51 Est. Cost $156.86 Unrealized
STLD Steel Dynamics INC CORP COMMON 0.0%
Value ($000) $0 Shares 59 Est. Cost $107.90 Unrealized 0.0%
Royce Value Trust Inc 0.0%
Value ($000) $0 Shares 447 Est. Cost $18.13 Unrealized
PSTG Pure Storage INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $35.07 Unrealized 0.0%
PAAS Pan American Silver Corp Amer COMMON 0.0%
Value ($000) $0 Shares 430 Est. Cost $25.19 Unrealized -40.6%
NEM Newmont Corporation CORP COMMON 0.0%
Value ($000) $0 Shares 170 Est. Cost $38.38 Unrealized -4.1%
XLV Health Care Select Sector Spdr Etf 0.0%
Value ($000) $0 Shares 50 Est. Cost $140.00 Unrealized
EXAS Exact Sciences Corp COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $86.74 Unrealized -24.4%
EQX Equinox Gold Corp COMMON 0.0%
Value ($000) $0 Shares 1,530 Est. Cost $7.30 Unrealized -35.0%
EMX Emx Royalty Corp COMMON 0.0%
Value ($000) $0 Shares 4,350 Est. Cost $2.07 Unrealized
DKS Dick's Sporting Goods INC Dicks CORP COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $108.85 Unrealized +6.3%
MAA Mid-america Apartment Communities INC Mid America Apt Communiti Reit CORP COMMON 0.0%
Value ($000) $0 Shares 41 Est. Cost $172.09 Unrealized -32.1%
ARLP Alliance Resource Partners Lp Unt 0.0%
Value ($000) $0 Shares 300 Est. Cost $13.33 Unrealized
AMP Ameriprise Fincl-wi Common 0.0%
Value ($000) $0 Shares 17 Est. Cost $278.30 Unrealized +19.8%
WERN Werner Enterprises INC CORP COMMON 0.0%
Value ($000) $0 Shares 150 Est. Cost $45.78 Unrealized -14.4%
VSGX Vanguard Esg International Stock Etf Internatnl 0.0%
Value ($000) $0 Shares 100 Est. Cost $60.00 Unrealized
USLM United States Lime & Minerals INC And CORP COMMON 0.0%
Value ($000) $0 Shares 25 Est. Cost $25.02 Unrealized +69.2%
UAL United Airlines Holdings INC CORP COMMON 0.0%
Value ($000) $0 Shares 135 Est. Cost $46.38 Unrealized -15.2%
JNK Spdr Bloomberg High Yield Bond Etf Blmbrg Brcly Hgh Yd Bnd 0.0%
Value ($000) $0 Shares 62 Est. Cost $0.10 Unrealized
RGLD Royal Gold INC CORP COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $100.83 Unrealized +12.1%
RDN Radian Group INC CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $19.30 Unrealized +27.8%
QCRH Qcr Holdings INC CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $54.12 Unrealized -5.1%
PII Polaris INC CORP COMMON 0.0%
Value ($000) $0 Shares 62 Est. Cost $117.80 Unrealized -22.2%
OBE Obsidian Energy Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 812 Est. Cost $6.51 Unrealized +18.3%
NXPI Nxp Semiconductors Nv CORP COMMON 0.0%
Value ($000) $0 Shares 25 Est. Cost $196.64 Unrealized -1.5%
TAP Molson Coors Beverage CO Compa CLASS B CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $40.32 Unrealized +38.8%
Luminar Technologies INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 1,900 Est. Cost $12.10 Unrealized
SPHQ Invesco S&p 500 Quality Etf Invsc S P 0.0%
Value ($000) $0 Shares 111 Est. Cost $53.25 Unrealized
XLI Industrial Select Sector Spdr Fund Etf 0.0%
Value ($000) $0 Shares 56 Est. Cost $107.14 Unrealized
Heartland Financial Usa INC CORP COMMON 0.0%
Value ($000) $0 Shares 150 Est. Cost $4.03 Unrealized
HE Hawaiian Electric Industries INC CORP COMMON 0.0%
Value ($000) $0 Shares 456 Est. Cost $40.58 Unrealized -68.0%
LIT Global X Lithium & Battery Tech Etf 0.0%
Value ($000) $0 Shares 120 Est. Cost $83.33 Unrealized
EMR Emerson Electric CO CORP COMMON 0.0%
Value ($000) $0 Shares 60 Est. Cost $86.51 Unrealized +1.8%
EMBC Embecta Corp COMMON 0.0%
Value ($000) $0 Shares 301 Est. Cost $26.16 Unrealized -42.9%
DKNG Draftkings INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 165 Est. Cost $16.63 Unrealized +101.2%
CLPT Clearpoint Neuro INC CORP COMMON 0.0%
Value ($000) $0 Shares 850 Est. Cost $10.41 Unrealized -45.6%
BCE Bce INC CORP COMMON 0.0%
Value ($000) $0 Shares 155 Est. Cost $38.02 Unrealized -14.6%
VEEV Veeva Systems INC CORP COMMON 0.0%
Value ($000) $0 Shares 25 Est. Cost $290.73 Unrealized -35.2%
AOSL Alpha And Omega Semiconductor Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $43.30 Unrealized -43.0%
Cel-sci Corp Cel Sci COMMON 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $0.00 Unrealized
DNLI Denali Therapeutics INC CORP COMMON 0.0%
Value ($000) $0 Shares 250 Est. Cost $47.38 Unrealized -58.2%
XLE Energy Select Sector Spdr Fund Etf 0.0%
Value ($000) $0 Shares 60 Est. Cost $50.00 Unrealized
IYR Ishares US Real Estate Etf 0.0%
Value ($000) $0 Shares 60 Est. Cost $118.42 Unrealized
LYV Live Nation Entertainment INC CORP COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $114.12 Unrealized -24.6%
MXL Maxlinear INC CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $64.03 Unrealized -69.4%
MLAB Mesa Laboratories INC CORP COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $307.32 Unrealized -68.7%
PPL PPL Corp COMMON 0.0%
Value ($000) $0 Shares 202 Est. Cost $24.94 Unrealized -5.5%
KD Kyndryl Holdings INC CORP COMMON 0.0%
Value ($000) $0 Shares 170 Est. Cost $14.19 Unrealized +20.4%
LIN Linde Plc CORP COMMON 0.0%
Value ($000) $0 Shares 9 Est. Cost $352.90 Unrealized +8.7%
NWL Newell Brands INC CORP COMMON 0.0%
Value ($000) $0 Shares 500 Est. Cost $18.71 Unrealized -63.0%
NIO Nio INC Ads Rep 1 CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 400 Est. Cost $28.80 Unrealized
PANW Palo Alto Networks INC CORP COMMON 0.0%
Value ($000) $0 Shares 12 Est. Cost $86.56 Unrealized +54.5%
SYK Stryker Corp COMMON 0.0%
Value ($000) $0 Shares 13 Est. Cost $281.34 Unrealized -2.3%
TRGP Targa Resources Corp COMMON 0.0%
Value ($000) $0 Shares 51 Est. Cost $49.03 Unrealized +67.3%
GWW Ww Grainger INC CORP COMMON 0.0%
Value ($000) $0 Shares 5 Est. Cost $673.02 Unrealized +12.4%
WH Wyndham Hotels & Resorts INC CORP COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $83.56 Unrealized -10.0%
DELL Dell Technologies INC CLASS C CORP COMMON 0.0%
Value ($000) $0 Shares 53 Est. Cost $68.27 Unrealized 0.0%
CMS CMS Energy Corp COMMON 0.0%
Value ($000) $0 Shares 65 Est. Cost $54.05 Unrealized -3.3%
EMN Eastman Chem Co 0.0%
Value ($000) $0 Shares 49 Est. Cost $95.16 Unrealized -23.1%
EBAY Ebay INC CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $66.02 Unrealized -39.7%
ENPH Enphase Energy INC CORP COMMON 0.0%
Value ($000) $0 Shares 29 Est. Cost $208.64 Unrealized -49.2%
HALO Halozyme Therapeutics INC CORP COMMON 0.0%
Value ($000) $0 Shares 110 Est. Cost $37.33 Unrealized +0.9%
HPQ Hp INC CORP COMMON 0.0%
Value ($000) $0 Shares 128 Est. Cost $28.19 Unrealized -8.6%
ITW Illinois Tool Works INC CORP COMMON 0.0%
Value ($000) $0 Shares 14 Est. Cost $219.64 Unrealized +3.5%
CDW Cdw Corp COMMON 0.0%
Value ($000) $0 Shares 18 Est. Cost $180.53 Unrealized +14.2%
CTAS Cintas Corp COMMON 0.0%
Value ($000) $0 Shares 7 Est. Cost $114.71 Unrealized +14.8%
Capstar Financial Holdings INC Ho CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $20.00 Unrealized
BRO Brown & INC CORP COMMON 0.0%
Value ($000) $0 Shares 54 Est. Cost $62.56 Unrealized +12.8%
BR Broadridge Financial Solutions INC CORP COMMON 0.0%
Value ($000) $0 Shares 21 Est. Cost $144.85 Unrealized +23.0%
ALGN Align Technology INC CORP COMMON 0.0%
Value ($000) $0 Shares 14 Est. Cost $526.42 Unrealized -55.0%
AFL Aflac INC CORP COMMON 0.0%
Value ($000) $0 Shares 43 Est. Cost $63.22 Unrealized +21.8%
DJT Digital World Acquisition Corp CLASS A COMMON 0.0%
Value ($000) $0 Shares 210 Est. Cost $14.84 Unrealized +9.9%
ICE Intercontinental Exchange INC CORP COMMON 0.0%
Value ($000) $0 Shares 29 Est. Cost $104.69 Unrealized +5.5%
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
TMUS T-mobile US INC T Mobile CORP COMMON 0.0%
Value ($000) $0 Shares 20 Est. Cost $113.68 Unrealized +25.9%
FDS Factset Research Systems INC CORP COMMON 0.0%
Value ($000) $0 Shares 7 Est. Cost $392.63 Unrealized +12.1%
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 +27.0%
ATO Atmos Energy Corp COMMON 0.0%
Value ($000) $0 Shares 26 Est. Cost $108.41 Unrealized -2.2%
BUD Anheuser-busch Inbev Sa Anheuser Busch ADR Rep 1 CORP COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $61.54 Unrealized
ABAT American Battery Technology CO Comp CORP COMMON 0.0%
Value ($000) $0 Shares 667 Est. Cost $5.16 Unrealized 0.0%
FRT Federal Realty Investment Trust Reit CORP COMMON 0.0%
Value ($000) $0 Shares 29 Est. Cost $83.53 Unrealized +2.6%
FTNT Fortinet INC CORP COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $60.67 Unrealized -8.9%
GFS Globalfoundries INC CORP COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $53.84 Unrealized +2.9%
IQ Iqiyi, Inc 0.0%
Value ($000) $0 Shares 585 Est. Cost $5.13 Unrealized
IUSG Ishares Core S&p US Growth Etf 0.0%
Value ($000) $0 Shares 30 Est. Cost $100.00 Unrealized
SJM J M Smucker CO JM CORP COMMON 0.0%
Value ($000) $0 Shares 20 Est. Cost $116.25 Unrealized -8.1%
JKHY Jack Henry & Associates INC And CORP COMMON 0.0%
Value ($000) $0 Shares 17 Est. Cost $150.31 Unrealized -1.0%
NJR New Jersey Resources Corp Nj COMMON 0.0%
Value ($000) $0 Shares 64 Est. Cost $45.41 Unrealized -13.8%
OXY/WS Occidental Petroleum Corp Eqy Warrant 0.0%
Value ($000) $0 Shares 81 Est. Cost $12.35 Unrealized
SCHA Schwab US Small-cap Etf Small Cap 0.0%
Value ($000) $0 Shares 74 Est. Cost $81.08 Unrealized
SA Seabridge Gold INC CORP COMMON 0.0%
Value ($000) $0 Shares 250 Est. Cost $17.89 Unrealized -35.7%
PRKS Seaworld Entertainment INC CORP COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $62.91 Unrealized -24.3%
UBER Uber Technologies INC CORP COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $43.11 Unrealized +21.4%
SMH Vaneck Semiconductor Etf 0.0%
Value ($000) $0 Shares 20 Est. Cost $150.07 Unrealized
XYL Xylem INC CORP COMMON 0.0%
Value ($000) $0 Shares 28 Est. Cost $102.49 Unrealized -5.0%
AFRM Affirm Holdings INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 55 Est. Cost $98.66 Unrealized -70.7%
GEN Gen Digital INC CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $23.20 Unrealized -18.0%
CPNG Coupang INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $28.16 Unrealized -41.4%
CBSH Commerce Bancshares INC CORP COMMON 0.0%
Value ($000) $0 Shares 46 Est. Cost $42.09 Unrealized -1.5%
CLF Cleveland-cliffs INC Cleveland Cliffs CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $15.61 Unrealized +9.6%
CHWY Chewy INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $19.72 Unrealized 0.0%
CEVA Ceva INC CORP COMMON 0.0%
Value ($000) $0 Shares 72 Est. Cost $44.66 Unrealized -53.9%
EAT Brinker International INC CORP COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $41.31 Unrealized -13.0%
BHP BHP Group Ltd ADR 0.0%
Value ($000) $0 Shares 25 Est. Cost $60.00 Unrealized
BSET Bassett Furniture Industries INC CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $13.22 Unrealized +6.7%
Ageagle Aerial Systems INC Sys CORP COMMON 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.00 Unrealized
KGC Kinross Gold Corp COMMON 0.0%
Value ($000) $0 Shares 300 Est. Cost $5.98 Unrealized -8.6%
ICLN Ishares Global Clean Energy Etf 0.0%
Value ($000) $0 Shares 130 Est. Cost $23.08 Unrealized
CMBT Euronav 0.0%
Value ($000) $0 Shares 100 Est. Cost $5.77 Unrealized +118.8%
WDC Western Digital Corp COMMON 0.0%
Value ($000) $0 Shares 35 Est. Cost $43.29 Unrealized -19.5%
VST Vistra Corp COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $18.51 Unrealized +84.1%
Virgin Galactic Holdings INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.00 Unrealized
VLTO Veralto Corp COMMON 0.0%
Value ($000) $0 Shares 23 Est. Cost $73.75 Unrealized 0.0%
MDRX Veradigm INC CORP COMMON 0.0%
Value ($000) $0 Shares 198 Est. Cost $15.88 Unrealized -22.8%
UA Under Armour INC CLASS C CORP COMMON 0.0%
Value ($000) $0 Shares 216 Est. Cost $15.65 Unrealized -53.8%
TXT Textron INC CORP COMMON 0.0%
Value ($000) $0 Shares 22 Est. Cost $73.92 Unrealized +4.7%
SOFI Sofi Technologies INC CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $7.95 Unrealized 0.0%
Senseonics Holdings INC CORP COMMON 0.0%
Value ($000) $0 Shares 2,775 Est. Cost $1.13 Unrealized
SCHH Schwab US Reit Etf Charles 0.0%
Value ($000) $0 Shares 86 Est. Cost $34.88 Unrealized
ROKU Roku INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 20 Est. Cost $269.73 Unrealized -69.0%
NGG National Grid Plc ADR Rep 5 CORP COMMON 0.0%
Value ($000) $0 Shares 26 Est. Cost $76.92 Unrealized
Laboratory Corporation Of America Holdings Corprtn Amer Hldgs CORP COMMON 0.0%
Value ($000) $0 Shares 10 Est. Cost $300.00 Unrealized
KHC Kraft Heinz CO CORP COMMON 0.0%
Value ($000) $0 Shares 48 Est. Cost $29.49 Unrealized +3.0%
UAA Under Armour Inc 0.0%
Value ($000) $0 Shares 63 Est. Cost $7.69 Unrealized 0.0%
UROY Uranium Royalty Corp COMMON 0.0%
Value ($000) $0 Shares 250 Est. Cost $2.39 Unrealized +17.2%
WGO Winnebago Industries INC Inds CORP COMMON 0.0%
Value ($000) $0 Shares 18 Est. Cost $71.98 Unrealized -10.8%
IVZ Invesco Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $14.76 Unrealized -11.6%
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 -17.4%
Hanesbrands INC CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $10.89 Unrealized
GT Goodyear Tire & Rubber Co. 0.0%
Value ($000) $0 Shares 100 Est. Cost $12.52 Unrealized +6.1%
GME Gamestop Corp CLASS A COMMON 0.0%
Value ($000) $0 Shares 80 Est. Cost $35.85 Unrealized -59.1%
CRSP Crispr Therapeutics Ag CORP COMMON 0.0%
Value ($000) $0 Shares 10 Est. Cost $55.02 Unrealized 0.0%
Chargepoint Holdings INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 310 Est. Cost $16.13 Unrealized
CRDL Cardiol Therapeutics INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 825 Est. Cost $0.66 Unrealized +28.7%
SROI Calamos Antetokounmpo Global Sustainable Eq Etf Anteto Gl Sustain Eqt 0.0%
Value ($000) $0 Shares 20 Est. Cost $0.05 Unrealized
BTI British American Tobacco Plc ADR Rep CORP COMMON 0.0%
Value ($000) $0 Shares 30 Est. Cost $0.03 Unrealized
BHC Bausch Health Companies INC CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $22.51 Unrealized -67.6%
Avinger INC CORP COMMON 0.0%
Value ($000) $0 Shares 225 Est. Cost $0.00 Unrealized
ARKW Ark Next Generation Internet Etf 0.0%
Value ($000) $0 Shares 10 Est. Cost $0.10 Unrealized
AAL American Airlines Group INC CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $19.18 Unrealized -34.5%
AA Alcoa Corp COMMON 0.0%
Value ($000) $0 Shares 29 Est. Cost $47.93 Unrealized -45.0%
AG First Majestic Silver Corp COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $11.92 Unrealized -54.1%
ESPR Esperion Therapeutics INC CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $1.30 Unrealized 0.0%
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 +89.3%
BIL Spdr Bloomberg 1-3 Month T-bill Etf 1 3 Mnth T Bll 0.0%
Value ($000) $0 Shares 13 Est. Cost $0.08 Unrealized
TWO Two Harbors Investment Corp COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.01 Unrealized
EXK Endeavour Silver Corp COMMON 0.0%
Value ($000) $0 Shares 400 Est. Cost $4.70 Unrealized -53.7%
FLGT Fulgent Genetics INC CORP COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost $87.89 Unrealized -69.6%
Spirit Airlines INC CORP COMMON 0.0%
Value ($000) $0 Shares 55 Est. Cost $22.22 Unrealized
SSYS Stratasys Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 41 Est. Cost $14.10 Unrealized -17.0%
RGR Sturm Ruger & Company INC CORP COMMON 0.0%
Value ($000) $0 Shares 32 Est. Cost $72.65 Unrealized -33.9%
SLVM Sylvamo Corp COMMON 0.0%
Value ($000) $0 Shares 29 Est. Cost $43.62 Unrealized +0.4%
SOUN Soundhound Ai INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 500 Est. Cost $1.98 Unrealized 0.0%
SNAP Snap INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 31 Est. Cost $12.26 Unrealized 0.0%
Sandstorm Gold Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.01 Unrealized
ONL Orion Office Reit INC CORP COMMON 0.0%
Value ($000) $0 Shares 157 Est. Cost $0.00 Unrealized
NOV Nov INC CORP COMMON 0.0%
Value ($000) $0 Shares 55 Est. Cost $13.71 Unrealized +43.3%
NLOP Net Lease Office Properties CORP COMMON 0.0%
Value ($000) $0 Shares 44 Est. Cost $0.02 Unrealized
Lucid Group INC CORP COMMON 0.0%
Value ($000) $0 Shares 350 Est. Cost $14.29 Unrealized
LILMF Lilium Nv CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $1.06 Unrealized -14.3%
KRRO Korro Bio INC CORP COMMON 0.0%
Value ($000) $0 Shares 20 Est. Cost $32.95 Unrealized 0.0%
KFRC Kforce INC CORP COMMON 0.0%
Value ($000) $0 Shares 10 Est. Cost $71.78 Unrealized -11.1%
JCI Johnson Controls International Plc CORP COMMON 0.0%
Value ($000) $0 Shares 21 Est. Cost $69.63 Unrealized -27.2%
IDRV Ishares Self-driving Ev And Tech Etf Self Driving 0.0%
Value ($000) $0 Shares 25 Est. Cost $40.00 Unrealized
ACWX Ishares Msci Acwi Ex US Etf 0.0%
Value ($000) $0 Shares 22 Est. Cost $54.55 Unrealized
IRWD Ironwood Pharmaceuticals INC Pharma CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $12.27 Unrealized -19.4%
IVR Invesco Mortgage Capital INC Reit CORP COMMON 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.01 Unrealized