City State Bank Diversified Active

CIK: 0001910666 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 9, 2024

Total Value ($000): $244,925 (100.0% shares, 0.0% debt)

Holdings (730)

AAPL Apple Inc Ordinary Shares 4.9%
Value ($000) $11,928 Shares 56,631 Est. Cost $154.50 Unrealized +19.8%
BIV Vanguard Group, Inc. Intermediate-Term Bond Etf 3.3%
Value ($000) $8,019 Shares 107,081 Est. Cost $15.06 Unrealized
BSV Vanguard Group, Inc. Short-Term Bond Etf 2.6%
Value ($000) $6,379 Shares 83,164 Est. Cost $4.71 Unrealized
AGG Blackrock Institutional Trust Company N.A. Ishares Core U.S. Aggregate Bond Etf 2.5%
Value ($000) $6,033 Shares 62,150 Est. Cost $33.05 Unrealized
BNDX Vanguard Group, Inc. Total International Bond Etf 2.4%
Value ($000) $5,906 Shares 121,357 Est. Cost $10.14 Unrealized
MSFT Microsoft 2.4%
Value ($000) $5,822 Shares 13,026 Est. Cost $307.98 Unrealized +35.5%
STIP Blackrock Institutional Trust Company N.A. Ishares 0-5 Year Tips Bond Etf 2.3%
Value ($000) $5,654 Shares 56,827 Est. Cost $89.31 Unrealized
BND Vanguard Total Bond Market Etf 2.3%
Value ($000) $5,646 Shares 78,358 Est. Cost $33.59 Unrealized
VYM Vanguard High Dividend Yield Etf 2.3%
Value ($000) $5,638 Shares 47,537 Est. Cost $85.79 Unrealized
VWOB Vanguard Group, Inc. Emerging Markets Government Bond Etf 2.3%
Value ($000) $5,564 Shares 88,440 Est. Cost $30.77 Unrealized
VIG Vanguard Group, Inc. Dividend Appreciation Ftf 2.2%
Value ($000) $5,475 Shares 29,992 Est. Cost $142.04 Unrealized
BRK/B Berkshire Hathaway Inc. Ordinary Shares - Class B 2.2%
Value ($000) $5,314 Shares 13,063 Est. Cost $302.93 Unrealized +34.9%
NVDA Nvidia Corp Ordinary Shares 1.9%
Value ($000) $4,605 Shares 37,277 Est. Cost $93.74 Unrealized +7.8%
DFAT Dimensional Etf Trust U.S. Targeted Value 1.7%
Value ($000) $4,149 Shares 79,985 Est. Cost $28.19 Unrealized
EBND Spdr Series Trust Bloomberg Emerging Markets Local Bond Etf 1.7%
Value ($000) $4,148 Shares 208,572 Est. Cost $2.23 Unrealized
LNT Alliant Energy Corp. Ordinary Shares 1.5%
Value ($000) $3,621 Shares 71,147 Est. Cost $50.05 Unrealized -4.7%
IGIB Blackrock Institutional Trust Company N.A. Ishares 5-10 Year Investment Grade Corporate Bond Etf 1.3%
Value ($000) $3,069 Shares 59,880 Est. Cost $16.98 Unrealized
AMZN Amazon.com Inc. Ordinary Shares 1.2%
Value ($000) $3,048 Shares 15,770 Est. Cost $128.04 Unrealized +43.5%
LLY Lilly(eli) & Co Ordinary Shares 1.2%
Value ($000) $2,923 Shares 3,229 Est. Cost $243.92 Unrealized +224.3%
VFH Vanguard Group, Inc. Financials Etf 1.2%
Value ($000) $2,874 Shares 28,779 Est. Cost $95.59 Unrealized
VTV Vanguard Group, Inc. Value Etf 1.1%
Value ($000) $2,743 Shares 17,103 Est. Cost $128.35 Unrealized
DFCF Dimensional Etf Trust Core Fixed Income 1.1%
Value ($000) $2,718 Shares 65,420 Est. Cost $37.10 Unrealized
GOOG Alphabet Inc Ordinary Shares - Class C 1.0%
Value ($000) $2,529 Shares 13,787 Est. Cost $123.74 Unrealized +36.5%
VUG Vanguard Group, Inc. Growth Etf 0.9%
Value ($000) $2,277 Shares 6,087 Est. Cost $271.32 Unrealized
VHT Vanguard Group, Inc. Health Care Etf 0.9%
Value ($000) $2,186 Shares 8,218 Est. Cost $183.43 Unrealized
SPY Ssga Active Trust Spdr S&p 500 Etf 0.9%
Value ($000) $2,182 Shares 4,010 Est. Cost $442.68 Unrealized
VMBS Vanguard Group, Inc. Mortgage-Backed Securities Etf 0.9%
Value ($000) $2,181 Shares 48,037 Est. Cost $2.14 Unrealized
VO Vanguard Group, Inc. Mid-Cap Etf 0.9%
Value ($000) $2,089 Shares 8,627 Est. Cost $238.44 Unrealized
COST Costco Wholesale Corp Ordinary Shares 0.8%
Value ($000) $1,942 Shares 2,285 Est. Cost $491.43 Unrealized +57.5%
JNJ Johnson & Johnson 0.8%
Value ($000) $1,932 Shares 13,217 Est. Cost $144.81 Unrealized -2.3%
TIP IShares US Treasury Inflation Protected 0.8%
Value ($000) $1,930 Shares 18,074 Est. Cost $116.53 Unrealized
DFAE Dimensional Etf Trust Emerging Core Equity Market 0.8%
Value ($000) $1,868 Shares 72,219 Est. Cost $13.07 Unrealized
VBR Vanguard Group, Inc. Small Cap Value Etf 0.8%
Value ($000) $1,851 Shares 10,139 Est. Cost $160.59 Unrealized
VWO Vanguard Group, Inc. Ftse Emerging Markets Etf 0.8%
Value ($000) $1,845 Shares 42,164 Est. Cost $40.34 Unrealized
JPM JPMorgan Chase & Co. 0.7%
Value ($000) $1,800 Shares 8,901 Est. Cost $145.36 Unrealized +30.1%
ABBV Abbvie Inc Ordinary Shares 0.7%
Value ($000) $1,660 Shares 9,678 Est. Cost $108.85 Unrealized +44.3%
VGT Vanguard Group, Inc. Information Technology Etf 0.7%
Value ($000) $1,638 Shares 2,840 Est. Cost $327.10 Unrealized
VB Vanguard Group, Inc. Small Cap Etf 0.7%
Value ($000) $1,619 Shares 7,423 Est. Cost $223.51 Unrealized
HD Home Depot, Inc. 0.6%
Value ($000) $1,508 Shares 4,381 Est. Cost $331.73 Unrealized -1.3%
MRK Merck & Co Inc Ordinary Shares 0.6%
Value ($000) $1,498 Shares 12,104 Est. Cost $70.58 Unrealized +72.5%
MU Micron Technology Inc. Ordinary Shares 0.6%
Value ($000) $1,402 Shares 10,658 Est. Cost $79.97 Unrealized +56.6%
RTX Rtx Corp Ordinary Shares 0.6%
Value ($000) $1,379 Shares 13,741 Est. Cost $86.16 Unrealized +16.2%
IAGG Blackrock Institutional Trust Company N.A. Ishares International Aggregate Bond Fund 0.5%
Value ($000) $1,319 Shares 26,425 Est. Cost $16.80 Unrealized
CAT Caterpiller, Inc DEL 0.5%
Value ($000) $1,315 Shares 3,949 Est. Cost $186.50 Unrealized +81.6%
DFSD Dimensional Etf Trust Short-Duration Fixed Income 0.5%
Value ($000) $1,235 Shares 26,285 Est. Cost $38.07 Unrealized
DFAC Dimensional Etf Trust U.S. Core Equity 2 0.5%
Value ($000) $1,234 Shares 38,287 Est. Cost $15.48 Unrealized
VZ Verizon Communications 0.5%
Value ($000) $1,212 Shares 29,384 Est. Cost $40.41 Unrealized -9.7%
PFE Pfizer Inc 0.5%
Value ($000) $1,187 Shares 42,414 Est. Cost $35.91 Unrealized -31.0%
DFAI Dimensional Etf Trust International Core Equity Market 0.5%
Value ($000) $1,184 Shares 39,903 Est. Cost $11.94 Unrealized
VEU Vanguard Group, Inc. Ftse All-World ex-US Etf 0.5%
Value ($000) $1,180 Shares 20,129 Est. Cost $51.46 Unrealized
IBB Blackrock Institutional Trust Company N.A. Ishares Biotechnology Etf 0.5%
Value ($000) $1,166 Shares 8,495 Est. Cost $140.56 Unrealized
DE Deere & Co. 0.5%
Value ($000) $1,148 Shares 3,073 Est. Cost $333.57 Unrealized +14.1%
SPIP Spdr Series Trust Portfolio Tips Etf 0.5%
Value ($000) $1,138 Shares 44,755 Est. Cost $4.27 Unrealized
ADP Automatic Data Processing 0.5%
Value ($000) $1,123 Shares 4,703 Est. Cost $207.24 Unrealized +14.2%
KO Coca Cola Co 0.5%
Value ($000) $1,117 Shares 17,555 Est. Cost $50.39 Unrealized +16.8%
FITB Fifth Third Bancorp Ordinary Shares 0.5%
Value ($000) $1,108 Shares 30,373 Est. Cost $35.49 Unrealized -3.3%
TSM Taiwan Semiconductor Manufacturing LTD 0.4%
Value ($000) $1,091 Shares 6,275 Est. Cost $12.03 Unrealized
AMAT Applied Materials Inc. Ordinary Shares 0.4%
Value ($000) $1,059 Shares 4,487 Est. Cost $139.59 Unrealized +51.5%
LOW Lowes Cos, Inc. 0.4%
Value ($000) $1,025 Shares 4,649 Est. Cost $217.18 Unrealized +1.9%
DFIV Dimensional Etf Trust International Value 0.4%
Value ($000) $1,006 Shares 27,983 Est. Cost $9.71 Unrealized
EMB Blackrock Institutional Trust Company N.A. Ishares J.P. Morgan USD Emerging Markets Bond Etf 0.4%
Value ($000) $960 Shares 10,845 Est. Cost $67.11 Unrealized
NEE Nextera Energy Inc Ordinary Shares 0.4%
Value ($000) $937 Shares 13,237 Est. Cost $72.82 Unrealized -7.2%
PG Procter & Gamble Co. Ordinary Shares 0.4%
Value ($000) $934 Shares 5,663 Est. Cost $137.65 Unrealized +14.2%
CVX Chevron Common 0.4%
Value ($000) $918 Shares 5,867 Est. Cost $98.45 Unrealized +50.7%
LMT Lockheed Martin Corp. 0.4%
Value ($000) $905 Shares 1,937 Est. Cost $322.81 Unrealized +36.8%
WMT Walmart Inc 0.4%
Value ($000) $875 Shares 12,921 Est. Cost $52.55 Unrealized +17.9%
META Meta Platforms Inc Ordinary Shares - Class A 0.4%
Value ($000) $867 Shares 1,720 Est. Cost $287.91 Unrealized +67.9%
BABA Alibaba Group Holding Ltd ADR 0.3%
Value ($000) $832 Shares 11,561 Est. Cost $0.07 Unrealized
VEA Vanguard Group, Inc. Ftse Developed Markets Etf 0.3%
Value ($000) $829 Shares 16,767 Est. Cost $28.37 Unrealized
UNH Unitedhealth Group Common 0.3%
Value ($000) $817 Shares 1,605 Est. Cost $442.32 Unrealized +7.0%
VOO Vanguard Group, Inc. S&p 500 Etf 0.3%
Value ($000) $796 Shares 1,591 Est. Cost $135.03 Unrealized
VPU Vanguard Group, Inc. Utilities Etf 0.3%
Value ($000) $795 Shares 5,376 Est. Cost $134.15 Unrealized
QQQM Invesco Exchange-Traded Fund Trust Ii Nasdaq 100 Etf 0.3%
Value ($000) $767 Shares 3,890 Est. Cost $141.70 Unrealized
VAW Vanguard Materials Viper 0.3%
Value ($000) $758 Shares 3,934 Est. Cost $195.86 Unrealized
AMGN Amgen, Inc. 0.3%
Value ($000) $755 Shares 2,415 Est. Cost $189.39 Unrealized +47.5%
LQD IShares Trust Goldman Sacsh $ Investop Corp Bond Fund 0.3%
Value ($000) $740 Shares 6,910 Est. Cost $3.72 Unrealized
XOM Exxonmobil Corp. 0.3%
Value ($000) $716 Shares 6,220 Est. Cost $54.80 Unrealized +100.9%
SPEM Ssga Active Trust Spdr Portfolio Emerging Markets Etf 0.3%
Value ($000) $715 Shares 18,986 Est. Cost $11.26 Unrealized
HON Honeywell International Inc Ordinary Shares 0.3%
Value ($000) $707 Shares 3,312 Est. Cost $184.28 Unrealized -0.3%
PFF Blackrock Institutional Trust Company N.A. Ishares Preferred And Income Securities Etf 0.3%
Value ($000) $707 Shares 22,415 Est. Cost $33.79 Unrealized
TXN Texas Instruments, Inc. 0.3%
Value ($000) $701 Shares 3,606 Est. Cost $170.14 Unrealized +3.5%
IBM IBM Common 0.3%
Value ($000) $692 Shares 4,003 Est. Cost $107.00 Unrealized +55.0%
VIS Vanguard Group, Inc. Industrials Etf 0.3%
Value ($000) $691 Shares 2,937 Est. Cost $189.16 Unrealized
CB Chubb Limited Ordinary Shares 0.3%
Value ($000) $676 Shares 2,651 Est. Cost $178.04 Unrealized +42.0%
PFG Principal Financial Group 0.3%
Value ($000) $672 Shares 8,562 Est. Cost $62.81 Unrealized +21.6%
NTAP Netapp Inc Ordinary Shares 0.3%
Value ($000) $652 Shares 5,065 Est. Cost $81.48 Unrealized +33.3%
UPS United Parcel Service, Inc. 0.3%
Value ($000) $632 Shares 4,620 Est. Cost $168.03 Unrealized -22.6%
CRM Salesforce Inc Ordinary Shares 0.3%
Value ($000) $626 Shares 2,433 Est. Cost $249.86 Unrealized +5.9%
MDT Medtronic Plc Ordinary Shares 0.3%
Value ($000) $618 Shares 7,855 Est. Cost $100.59 Unrealized -22.4%
BAC Bank of America Corp. 0.3%
Value ($000) $616 Shares 15,487 Est. Cost $40.16 Unrealized -8.3%
CASY Caseys General Stores Inc 0.2%
Value ($000) $609 Shares 1,596 Est. Cost $203.28 Unrealized +62.8%
SNOW Snowflake Inc Ordinary Shares - Class A 0.2%
Value ($000) $594 Shares 4,399 Est. Cost $163.04 Unrealized -9.4%
VV Vanguard Group, Inc. Large Cap Etf 0.2%
Value ($000) $589 Shares 2,360 Est. Cost $220.62 Unrealized
V Visa Inc Ordinary Shares - Class A 0.2%
Value ($000) $584 Shares 2,225 Est. Cost $207.62 Unrealized +30.4%
MCD McDonalds Corp. 0.2%
Value ($000) $580 Shares 2,274 Est. Cost $234.41 Unrealized +8.8%
UNP Union Pacific Corp. Ordinary Shares 0.2%
Value ($000) $572 Shares 2,530 Est. Cost $220.29 Unrealized +2.4%
IVV Blackrock Institutional Trust Company N.A. Ishares Core S&p 500 Etf 0.2%
Value ($000) $559 Shares 1,021 Est. Cost $476.60 Unrealized
SO Southern Co. 0.2%
Value ($000) $545 Shares 7,027 Est. Cost $55.06 Unrealized +30.4%
TSLA Tesla Inc Ordinary Shares 0.2%
Value ($000) $540 Shares 2,730 Est. Cost $217.64 Unrealized -19.7%
GS Goldman Sachs Group, Inc. Ordinary Shares 0.2%
Value ($000) $540 Shares 1,194 Est. Cost $336.64 Unrealized +25.9%
VCSH Vanguard Short-term Corporate Bond Idx Fund Etf 0.2%
Value ($000) $528 Shares 6,835 Est. Cost $44.66 Unrealized
IJH Blackrock Institutional Trust Company N.A. Ishares Core S&p Mid-Cap Etf 0.2%
Value ($000) $528 Shares 9,020 Est. Cost $56.46 Unrealized
MELI Mercadolibre Inc Ordinary Shares 0.2%
Value ($000) $509 Shares 310 Est. Cost $1579.83 Unrealized -0.1%
MO Altria Group Inc. 0.2%
Value ($000) $509 Shares 11,182 Est. Cost $33.25 Unrealized +17.6%
Discover Financial Services Ordinary Shares 0.2%
Value ($000) $495 Shares 3,782 Est. Cost $115.50 Unrealized
CRWD Crowdstrike Holdings Inc Ordinary Shares - Class A 0.2%
Value ($000) $488 Shares 1,273 Est. Cost $139.33 Unrealized +138.7%
SBUX Starbucks Corp. 0.2%
Value ($000) $488 Shares 6,264 Est. Cost $97.55 Unrealized -20.0%
PEY Invesco Capital Management LLC High Yield Equity Dividend Achievers Etf 0.2%
Value ($000) $486 Shares 24,760 Est. Cost $19.02 Unrealized
DGRO Blackrock Institutional Trust Company N.A. Ishares Core Dividend Growth Etf 0.2%
Value ($000) $481 Shares 8,345 Est. Cost $51.32 Unrealized
AEP Am Electric Common 0.2%
Value ($000) $474 Shares 5,405 Est. Cost $74.05 Unrealized +11.6%
ABT Abbott Labs 0.2%
Value ($000) $472 Shares 4,543 Est. Cost $118.57 Unrealized -13.2%
AMD Advanced Micro Devices Inc. Ordinary Shares 0.2%
Value ($000) $467 Shares 2,882 Est. Cost $99.04 Unrealized +62.4%
WEC Wec Energy Group Inc Ordinary Shares 0.2%
Value ($000) $467 Shares 5,953 Est. Cost $79.61 Unrealized -3.5%
TRV Travelers Companies Inc. Ordinary Shares 0.2%
Value ($000) $465 Shares 2,286 Est. Cost $145.22 Unrealized +43.8%
BLV Vanguard Group, Inc. Long-Term Bond Etf 0.2%
Value ($000) $463 Shares 6,590 Est. Cost $46.09 Unrealized
MMM 3M Co. Ordinary Shares 0.2%
Value ($000) $462 Shares 4,519 Est. Cost $94.03 Unrealized +0.3%
ADBE Adobe Inc Ordinary Shares 0.2%
Value ($000) $455 Shares 819 Est. Cost $512.19 Unrealized -5.5%
BDX Becton Dickinson & Co. Ordinary Shares 0.2%
Value ($000) $447 Shares 1,914 Est. Cost $224.90 Unrealized +1.3%
VIGI Vanguard Group, Inc. International Dividend Appreciation Etf 0.2%
Value ($000) $446 Shares 5,491 Est. Cost $46.74 Unrealized
MGK Vanguard Group, Inc. Mega Cap Growth Etf 0.2%
Value ($000) $426 Shares 1,357 Est. Cost $131.45 Unrealized
WM Waste Management, Inc. Ordinary Shares 0.2%
Value ($000) $426 Shares 1,996 Est. Cost $152.30 Unrealized +33.2%
MRVL Marvell Technology Inc Ordinary Shares 0.2%
Value ($000) $424 Shares 6,063 Est. Cost $41.65 Unrealized +67.3%
ENB Enbridge Inc Ordinary Shares 0.2%
Value ($000) $420 Shares 11,806 Est. Cost $31.64 Unrealized +2.3%
DOV Dover Corp. Ordinary Shares 0.2%
Value ($000) $418 Shares 2,319 Est. Cost $160.92 Unrealized +9.3%
IWF Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Growth Etf 0.2%
Value ($000) $410 Shares 1,126 Est. Cost $170.60 Unrealized
FLOT Blackrock Institutional Trust Company N.A. Ishares Floating Rate Bond Etf 0.2%
Value ($000) $403 Shares 7,895 Est. Cost $14.01 Unrealized
BMY Bristol-Myers Squibb Co. 0.2%
Value ($000) $402 Shares 9,679 Est. Cost $49.93 Unrealized -17.9%
IUSB Blackrock Institutional Trust Company N.A. Ishares Core Total USD Bond Market Etf 0.2%
Value ($000) $401 Shares 8,867 Est. Cost $49.43 Unrealized
T AT&T, Inc. 0.2%
Value ($000) $393 Shares 20,581 Est. Cost $14.67 Unrealized +10.2%
F Ford Motor Company Common 0.2%
Value ($000) $389 Shares 30,987 Est. Cost $13.72 Unrealized -18.9%
ED Consolidated Edison, Inc. 0.2%
Value ($000) $379 Shares 4,239 Est. Cost $69.34 Unrealized +26.6%
USB US Bancorp DEL 0.2%
Value ($000) $378 Shares 9,526 Est. Cost $43.60 Unrealized -13.4%
DFAU Dimensional Etf Trust US Core Equity Market 0.1%
Value ($000) $365 Shares 9,747 Est. Cost $30.92 Unrealized
BA Boeing Co Common 0.1%
Value ($000) $363 Shares 1,995 Est. Cost $204.91 Unrealized -13.0%
KMB Kimberly-Clark Corp. Ordinary Shares 0.1%
Value ($000) $359 Shares 2,597 Est. Cost $115.34 Unrealized +8.6%
IEMG Blackrock Institutional Trust Company N.A. Ishares Core Msci Emerging Markets Etf 0.1%
Value ($000) $335 Shares 6,250 Est. Cost $23.23 Unrealized
COP Conoco Phillips Ordinary Shares 0.1%
Value ($000) $334 Shares 2,920 Est. Cost $67.63 Unrealized +70.6%
IHAK Ishares Trust Cybersecurity And Tech Etf 0.1%
Value ($000) $330 Shares 7,190 Est. Cost $41.80 Unrealized
IDEV Ishares Trust Core Msci International Developed Markets Etf 0.1%
Value ($000) $325 Shares 4,955 Est. Cost $14.26 Unrealized
MS Morgan Stanley Ordinary Shares 0.1%
Value ($000) $323 Shares 3,328 Est. Cost $86.63 Unrealized +4.8%
SPGI S&p Global INC CORP 0.1%
Value ($000) $320 Shares 717 Est. Cost $440.92 Unrealized -3.9%
CMI Cummins Inc. Ordinary Shares 0.1%
Value ($000) $312 Shares 1,127 Est. Cost $205.83 Unrealized +34.2%
PEP PepsiCo, Inc. 0.1%
Value ($000) $312 Shares 1,890 Est. Cost $146.27 Unrealized +11.0%
DUHP Dimensional Etf Trust US High Profitability 0.1%
Value ($000) $310 Shares 9,675 Est. Cost $8.87 Unrealized
CI Cigna Group (The) Ordinary Shares 0.1%
Value ($000) $305 Shares 923 Est. Cost $209.74 Unrealized +59.3%
MBB Blackrock Institutional Trust Company N.A. Ishares Mbs Etf 0.1%
Value ($000) $304 Shares 3,307 Est. Cost $19.93 Unrealized
MA Mastercard Incorporated Ordinary Shares - Class A 0.1%
Value ($000) $290 Shares 657 Est. Cost $337.07 Unrealized +34.0%
AXP American Express Co. 0.1%
Value ($000) $288 Shares 1,245 Est. Cost $161.79 Unrealized +40.5%
GOOGL Alphabet Inc Ordinary Shares - Class A 0.1%
Value ($000) $274 Shares 1,505 Est. Cost $111.26 Unrealized +50.4%
VOE Vanguard Group, Inc. Mid-Cap Value Etf 0.1%
Value ($000) $269 Shares 1,790 Est. Cost $144.82 Unrealized
GILD Gilead Sciences, Inc. 0.1%
Value ($000) $268 Shares 3,911 Est. Cost $58.23 Unrealized +8.4%
IWM Blackrock Institutional Trust Company N.A. Ishares Russell 2000 Etf 0.1%
Value ($000) $268 Shares 1,322 Est. Cost $219.38 Unrealized
MLM Martin Marietta Materials, Inc. Ordinary Shares 0.1%
Value ($000) $261 Shares 481 Est. Cost $391.29 Unrealized +47.1%
PPG PPG Industries, Inc. Ordinary Shares 0.1%
Value ($000) $257 Shares 2,040 Est. Cost $141.74 Unrealized -10.2%
DVN Devon Energy Corp. Ordinary Shares 0.1%
Value ($000) $256 Shares 5,410 Est. Cost $45.96 Unrealized +2.8%
DD Dupont DE Nemours Inc Ordinary Shares 0.1%
Value ($000) $256 Shares 3,183 Est. Cost $28.86 Unrealized +9.3%
NKE Nike, Inc. Ordinary Shares - Class B 0.1%
Value ($000) $254 Shares 3,367 Est. Cost $112.18 Unrealized -20.0%
PAYX Paychex Inc. Ordinary Shares 0.1%
Value ($000) $253 Shares 2,138 Est. Cost $110.07 Unrealized +5.7%
IJR Blackrock Institutional Trust Company N.A. Ishares Core S&p Small-Cap Etf 0.1%
Value ($000) $252 Shares 2,358 Est. Cost $114.36 Unrealized
HUM Humana Inc. Ordinary Shares 0.1%
Value ($000) $250 Shares 670 Est. Cost $356.07 Unrealized -7.3%
QQQ Invesco Capital Management LLC Qqq Trust Series 1 0.1%
Value ($000) $247 Shares 515 Est. Cost $293.48 Unrealized
HEFA Blackrock Institutional Trust Company N.A. Ishares Currency Hedged Msci Eafe Etf 0.1%
Value ($000) $245 Shares 6,900 Est. Cost $35.31 Unrealized
GD General Dynamics Corp. 0.1%
Value ($000) $243 Shares 836 Est. Cost $186.96 Unrealized +51.9%
VOT Vanguard Group, Inc. Mid-Cap Growth Etf 0.1%
Value ($000) $241 Shares 1,052 Est. Cost $206.64 Unrealized
IEFA Blackrock Institutional Trust Company N.A. Ishares Core Msci Eafe Etf 0.1%
Value ($000) $241 Shares 3,320 Est. Cost $74.70 Unrealized
GE Ge Aerospace Ordinary Shares 0.1%
Value ($000) $240 Shares 1,507 Est. Cost $68.92 Unrealized +129.2%
MET Metlife Inc Ordinary Shares 0.1%
Value ($000) $238 Shares 3,386 Est. Cost $55.38 Unrealized +23.1%
WYNN Wynn Resorts Ltd. Ordinary Shares 0.1%
Value ($000) $238 Shares 2,655 Est. Cost $79.75 Unrealized +18.3%
VLO Valero Energy Corp. Ordinary Shares 0.1%
Value ($000) $237 Shares 1,515 Est. Cost $65.12 Unrealized +135.7%
INTC Intel Corp. 0.1%
Value ($000) $235 Shares 7,579 Est. Cost $42.95 Unrealized -24.3%
PM Philip Morris International Inc Ordinary Shares 0.1%
Value ($000) $234 Shares 2,308 Est. Cost $76.31 Unrealized +19.6%
GOVT Blackrock Institutional Trust Company N.A. Ishares U.S. Treasury Bond Etf 0.1%
Value ($000) $229 Shares 10,131 Est. Cost $6.07 Unrealized
FDX Fedex Corp Ordinary Shares 0.1%
Value ($000) $221 Shares 736 Est. Cost $210.05 Unrealized +19.9%
BX Blackstone Inc Ordinary Shares 0.1%
Value ($000) $216 Shares 1,747 Est. Cost $116.12 Unrealized +1.5%
AVGO Broadcom Inc Ordinary Shares 0.1%
Value ($000) $215 Shares 134 Est. Cost $80.16 Unrealized +71.7%
ZBH Zimmer Biomet Holdings INC CORP 0.1%
Value ($000) $209 Shares 1,922 Est. Cost $125.12 Unrealized -7.3%
PCY Invesco Capital Management LLC Emerging Markets Sovereign Debt Etf 0.1%
Value ($000) $205 Shares 10,250 Est. Cost $13.39 Unrealized
GLD Ssga Active Trust Spdr Gold Shares Etf 0.1%
Value ($000) $201 Shares 936 Est. Cost $139.71 Unrealized
ROK Rockwell Automation Inc Ordinary Shares 0.1%
Value ($000) $201 Shares 730 Est. Cost $246.03 Unrealized +6.7%
WFC Wells Fargo & Co. Common Stock 0.1%
Value ($000) $201 Shares 3,379 Est. Cost $41.26 Unrealized +37.8%
FISV Fiserv, Inc. 0.1%
Value ($000) $200 Shares 1,345 Est. Cost $102.76 Unrealized +47.3%
CVS CVS Health Corp Ordinary Shares 0.1%
Value ($000) $200 Shares 3,386 Est. Cost $80.04 Unrealized -26.9%
MPC Marathon Petroleum Corp Ordinary Shares 0.1%
Value ($000) $196 Shares 1,128 Est. Cost $61.38 Unrealized +192.6%
DUK Duke Energy Hldg Common 0.1%
Value ($000) $196 Shares 1,951 Est. Cost $85.91 Unrealized +9.7%
NTR Nutrien Ltd Ordinary Shares 0.1%
Value ($000) $192 Shares 3,765 Est. Cost $61.88 Unrealized -16.2%
DIS Disney Walt Co. 0.1%
Value ($000) $190 Shares 1,913 Est. Cost $156.71 Unrealized -32.7%
CSCO Cisco Systems, Inc. 0.1%
Value ($000) $188 Shares 3,966 Est. Cost $50.43 Unrealized -10.2%
MDLZ Mondelez International Inc. Ordinary Shares - Class A 0.1%
Value ($000) $181 Shares 2,763 Est. Cost $56.14 Unrealized +16.1%
IWD Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Value Etf 0.1%
Value ($000) $178 Shares 1,018 Est. Cost $161.56 Unrealized
DG Dollar General Corp. Ordinary Shares 0.1%
Value ($000) $176 Shares 1,330 Est. Cost $194.89 Unrealized -31.0%
VSS Vanguard Group, Inc. Ftse All-World Ex-US Small Capital Index Fund Etf 0.1%
Value ($000) $174 Shares 1,481 Est. Cost $132.12 Unrealized
DFUS Dimensional Etf Trust U.S. Equity 0.1%
Value ($000) $172 Shares 2,930 Est. Cost $9.43 Unrealized
EFA Blackrock Institutional Trust Company N.A. Ishares Msci Eafe Etf 0.1%
Value ($000) $172 Shares 2,190 Est. Cost $73.36 Unrealized
XLK Ssga Active Trust Technology Select Sector Spdr Etf 0.1%
Value ($000) $171 Shares 755 Est. Cost $212.96 Unrealized
AXON Axon Enterprise Inc Ordinary Shares 0.1%
Value ($000) $171 Shares 580 Est. Cost $167.89 Unrealized +77.7%
BIIB Biogen Inc Ordinary Shares 0.1%
Value ($000) $170 Shares 732 Est. Cost $238.92 Unrealized -9.0%
IEO Blackrock Institutional Trust Company N.A. Ishares U.S. Oil & Gas Exploration Production Etf 0.1%
Value ($000) $169 Shares 1,700 Est. Cost $99.52 Unrealized
BP BP 0.1%
Value ($000) $167 Shares 4,629 Est. Cost $24.90 Unrealized
NVO Novo Nordisk A/S 0.1%
Value ($000) $167 Shares 1,170 Est. Cost $5.00 Unrealized
VDC Vanguard Group, Inc. Consumer Staples Etf 0.1%
Value ($000) $162 Shares 798 Est. Cost $177.33 Unrealized
C Citigroup Inc Ordinary Shares 0.1%
Value ($000) $161 Shares 2,544 Est. Cost $47.99 Unrealized +22.3%
CAG Conagra Foods 0.1%
Value ($000) $161 Shares 5,660 Est. Cost $27.03 Unrealized +1.2%
DOW Dow Inc Ordinary Shares 0.1%
Value ($000) $161 Shares 3,030 Est. Cost $45.08 Unrealized +13.6%
IWB Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Etf 0.1%
Value ($000) $156 Shares 525 Est. Cost $264.12 Unrealized
LNTH Lantheus Holdings Inc Ordinary Shares 0.1%
Value ($000) $156 Shares 1,945 Est. Cost $36.55 Unrealized +100.7%
ADI Analog Devices Inc. Ordinary Shares 0.1%
Value ($000) $156 Shares 682 Est. Cost $173.36 Unrealized +19.8%
CASH Pathward Financial Inc Ordinary Shares 0.1%
Value ($000) $155 Shares 2,740 Est. Cost $58.81 Unrealized -11.0%
NOC Northrop Grumman Corp. Ordinary Shares 0.1%
Value ($000) $149 Shares 342 Est. Cost $348.21 Unrealized +27.5%
VDE Vanguard Group, Inc. Energy Etf 0.1%
Value ($000) $148 Shares 1,163 Est. Cost $77.35 Unrealized
TT Trane Technologies Plc Ordinary Shares - Class A 0.1%
Value ($000) $148 Shares 451 Est. Cost $178.56 Unrealized +75.7%
IWN Blackrock Institutional Trust Company N.A. Ishares Russell 2000 Value Etf 0.1%
Value ($000) $147 Shares 966 Est. Cost $148.47 Unrealized
IMCG Blackrock Institutional Trust Company N.A. Ishares Morningstar Mid-Cap Growth Etf 0.1%
Value ($000) $146 Shares 2,148 Est. Cost $73.09 Unrealized
FANG Diamondback Energy Inc Ordinary Shares 0.1%
Value ($000) $145 Shares 725 Est. Cost $120.96 Unrealized +56.2%
PSX Phillips 66 Ordinary Shares 0.1%
Value ($000) $145 Shares 1,027 Est. Cost $79.38 Unrealized +75.9%
SPYG Spdr Series Trust Portfolio S&p 500 Growth Etf 0.1%
Value ($000) $145 Shares 1,808 Est. Cost $80.13 Unrealized
Lam Research Corp. Ordinary Shares 0.1%
Value ($000) $143 Shares 134 Est. Cost $606.48 Unrealized
SLV Blackrock Institutional Trust Company N.A. Ishares Silver 0.1%
Value ($000) $143 Shares 5,366 Est. Cost $18.50 Unrealized
WTBA West Bancorporation 0.1%
Value ($000) $141 Shares 7,855 Est. Cost $30.73 Unrealized -44.7%
BK Bank of New York Mellon Corp 0.1%
Value ($000) $140 Shares 2,336 Est. Cost $51.03 Unrealized +9.2%
PRU Prudential Financial Inc. Ordinary Shares 0.1%
Value ($000) $139 Shares 1,189 Est. Cost $88.82 Unrealized +20.2%
XISE First Trust Exchange-Traded Fund Viii Ft Vest U.S. Equity Buffer & Premium Income Etf - September 0.1%
Value ($000) $138 Shares 4,500 Est. Cost $0.03 Unrealized
PGR Progressive Corp. Ordinary Shares 0.1%
Value ($000) $137 Shares 661 Est. Cost $94.29 Unrealized +104.4%
ORCL Oracle Corp. 0.1%
Value ($000) $134 Shares 950 Est. Cost $89.43 Unrealized +36.8%
CTVA Corteva Inc Ordinary Shares 0.1%
Value ($000) $132 Shares 2,450 Est. Cost $43.66 Unrealized +23.9%
VTWG Vanguard Group, Inc. Russell 2000 Growth Index Etf 0.1%
Value ($000) $131 Shares 686 Est. Cost $209.39 Unrealized
ISCV Blackrock Institutional Trust Company N.A. Ishares Morningstar Small-Cap Value Etf 0.1%
Value ($000) $127 Shares 2,196 Est. Cost $59.65 Unrealized
DFAX Dimensional Etf Trust World Ex U.S. Core Equity 2 0.1%
Value ($000) $127 Shares 5,000 Est. Cost $0.02 Unrealized
SCHW Charles Schwab Corp. Ordinary Shares 0.1%
Value ($000) $126 Shares 1,710 Est. Cost $54.22 Unrealized +33.4%
FXG First Trust Exchange-Traded Fund Iii Consumer Staples Alphadex 0.1%
Value ($000) $125 Shares 1,945 Est. Cost $0.06 Unrealized
GIS General Mills Inc. 0.1%
Value ($000) $125 Shares 1,977 Est. Cost $55.32 Unrealized +16.5%
CL Colgate Polmolive Co. 0.1%
Value ($000) $125 Shares 1,284 Est. Cost $70.92 Unrealized +25.6%
ADM Archer Daniels Midland Co. Ordinary Shares 0.1%
Value ($000) $125 Shares 2,060 Est. Cost $56.44 Unrealized +2.2%
IVE Blackrock Institutional Trust Company N.A. Ishares S&p 500 Value Etf 0.1%
Value ($000) $123 Shares 676 Est. Cost $156.80 Unrealized
COR Cencora Inc. Ordinary Shares 0.0%
Value ($000) $117 Shares 518 Est. Cost $118.92 Unrealized +92.2%
RACE Ferrari N.V. Ordinary Shares 0.0%
Value ($000) $116 Shares 285 Est. Cost $208.60 Unrealized +99.3%
QCOM Qualcomm, Inc. 0.0%
Value ($000) $114 Shares 570 Est. Cost $146.36 Unrealized +24.6%
STZ Constellation Brands Inc Ordinary Shares - Class A 0.0%
Value ($000) $113 Shares 439 Est. Cost $212.48 Unrealized +16.9%
WY Weyerhaeuser Co. Ordinary Shares 0.0%
Value ($000) $113 Shares 3,968 Est. Cost $32.09 Unrealized -8.3%
PNC PNC Financial Services Group, Inc. 0.0%
Value ($000) $110 Shares 710 Est. Cost $174.29 Unrealized -15.9%
WELL Welltower Inc. Ordinary Shares 0.0%
Value ($000) $110 Shares 1,058 Est. Cost $61.54 Unrealized +54.4%
XLP Ssga Active Trust Consumer Staples Select Sector Spdr 0.0%
Value ($000) $109 Shares 1,425 Est. Cost $46.19 Unrealized
VTRS Viatris Inc Ordinary Shares 0.0%
Value ($000) $109 Shares 10,242 Est. Cost $10.95 Unrealized -6.5%
NFLX Netflix Inc. Ordinary Shares 0.0%
Value ($000) $109 Shares 161 Est. Cost $46.86 Unrealized +33.3%
ITA Blackrock Institutional Trust Company N.A. Ishares U.S. Aerospace & Defense Etf 0.0%
Value ($000) $106 Shares 800 Est. Cost $89.22 Unrealized
IXG Blackrock Institutional Trust Company N.A. Ishares Global Financials Etf 0.0%
Value ($000) $104 Shares 1,225 Est. Cost $0.89 Unrealized
CARR Carrier Global Corp Ordinary Shares 0.0%
Value ($000) $104 Shares 1,642 Est. Cost $50.95 Unrealized +18.2%
RSP Invesco Capital Management LLC S&p 500 Equal Weight Etf 0.0%
Value ($000) $103 Shares 629 Est. Cost $149.32 Unrealized
PEG Public Service Enterprise Group Inc. Ordinary Shares 0.0%
Value ($000) $103 Shares 1,401 Est. Cost $55.47 Unrealized +21.6%
CMG Chipotle Mexican Grill Ordinary Shares 0.0%
Value ($000) $102 Shares 1,635 Est. Cost $61.78 Unrealized +0.6%
ISRG Intuitive Surgical Inc Ordinary Shares 0.0%
Value ($000) $101 Shares 228 Est. Cost $342.00 Unrealized +16.5%
EEM Blackrock Institutional Trust Company N.A. Ishares Msci Emerging Markets Etf 0.0%
Value ($000) $99 Shares 2,330 Est. Cost $2.46 Unrealized
PKG Packaging Corp Amer Common 0.0%
Value ($000) $96 Shares 524 Est. Cost $122.50 Unrealized +42.4%
ILCB Blackrock Institutional Trust Company N.A. Ishares Morningstar U.S. Equity Etf 0.0%
Value ($000) $95 Shares 1,268 Est. Cost $66.25 Unrealized
NVS Novartis Ag ADR 0.0%
Value ($000) $91 Shares 855 Est. Cost $87.64 Unrealized
NEM Newmont Corp Ordinary Shares 0.0%
Value ($000) $91 Shares 2,170 Est. Cost $33.56 Unrealized +18.0%
DFLV Dimensional Etf Trust US Large Cap Value 0.0%
Value ($000) $90 Shares 3,130 Est. Cost $23.65 Unrealized
RBLX Roblox Corporation Ordinary Shares - Class A 0.0%
Value ($000) $90 Shares 2,428 Est. Cost $42.82 Unrealized -16.9%
ELV Anthem, Inc 0.0%
Value ($000) $89 Shares 165 Est. Cost $423.08 Unrealized +21.4%
KRE Spdr Series Trust S&p Regional Banking Etf 0.0%
Value ($000) $88 Shares 1,800 Est. Cost $0.04 Unrealized
KIM Kimco Realty Corporation Ordinary Shares 0.0%
Value ($000) $86 Shares 4,413 Est. Cost $19.16 Unrealized -9.5%
NET Cloudflare Inc Ordinary Shares - Class A 0.0%
Value ($000) $86 Shares 1,035 Est. Cost $162.05 Unrealized -50.2%
EW Edwards Lifesciences Corp Ordinary Shares 0.0%
Value ($000) $85 Shares 917 Est. Cost $105.47 Unrealized -16.0%
O Realty Income Corp. Ordinary Shares 0.0%
Value ($000) $85 Shares 1,600 Est. Cost $55.36 Unrealized -12.1%
XLV Ssga Active Trust Health Care Select Sector Spdr 0.0%
Value ($000) $84 Shares 578 Est. Cost $145.25 Unrealized
VNQ Vanguard Group, Inc. Real Estate Index Fund Etf 0.0%
Value ($000) $83 Shares 985 Est. Cost $115.79 Unrealized
SYY Sysco Corp. 0.0%
Value ($000) $80 Shares 1,116 Est. Cost $68.78 Unrealized +3.5%
IWO Blackrock Institutional Trust Company N.A. Ishares Russell 2000 Growth Etf 0.0%
Value ($000) $79 Shares 300 Est. Cost $206.67 Unrealized
STX Seagate Technology Holdings Plc Ordinary Shares 0.0%
Value ($000) $78 Shares 755 Est. Cost $58.30 Unrealized +54.0%
DAL Delta Air Lines, Inc. Ordinary Shares 0.0%
Value ($000) $77 Shares 1,630 Est. Cost $38.51 Unrealized +26.7%
LYB Lyondellbasell Industries NV Ordinary Shares - Class A 0.0%
Value ($000) $77 Shares 805 Est. Cost $68.69 Unrealized +26.4%
PRI Primerica Inc Ordinary Shares 0.0%
Value ($000) $75 Shares 318 Est. Cost $158.57 Unrealized +43.0%
PYPL Paypal Holdings Inc Ordinary Shares 0.0%
Value ($000) $74 Shares 1,281 Est. Cost $142.23 Unrealized -55.4%
CEG Constellation Energy Corporation Ordinary Shares 0.0%
Value ($000) $74 Shares 371 Est. Cost $82.66 Unrealized +144.3%
G Genpact Ltd Ordinary Shares 0.0%
Value ($000) $74 Shares 2,300 Est. Cost $38.74 Unrealized -18.6%
FDN First Trust Exchange-Traded Fund Iii Dow Jones Internet Index 0.0%
Value ($000) $74 Shares 361 Est. Cost $0.15 Unrealized
OTIS Otis Worldwide Corp Ordinary Shares 0.0%
Value ($000) $74 Shares 765 Est. Cost $78.43 Unrealized +19.5%
XEL Xcel Energy Common 0.0%
Value ($000) $70 Shares 1,316 Est. Cost $56.85 Unrealized -9.7%
ZVRA Zevra Therapeutics Inc Ordinary Shares 0.0%
Value ($000) $70 Shares 14,224 Est. Cost $8.74 Unrealized -45.8%
WMB Williams Cos Inc Ordinary Shares 0.0%
Value ($000) $69 Shares 1,614 Est. Cost $22.75 Unrealized +65.7%
DDOG Datadog Inc Ordinary Shares - Class A 0.0%
Value ($000) $68 Shares 523 Est. Cost $164.50 Unrealized -26.5%
ALL Allstate Common 0.0%
Value ($000) $68 Shares 423 Est. Cost $113.63 Unrealized +42.1%
ZTS Zoetis Inc Ordinary Shares - Class A 0.0%
Value ($000) $67 Shares 386 Est. Cost $188.09 Unrealized -13.2%
MGC Vanguard Group, Inc. Mega Cap 300 Index Etf 0.0%
Value ($000) $66 Shares 332 Est. Cost $48.32 Unrealized
VBK Vanguard Group, Inc. Small Cap Growth Etf 0.0%
Value ($000) $65 Shares 260 Est. Cost $257.43 Unrealized
VCR Vanguard Group, Inc. Consumer Discretionary Etf 0.0%
Value ($000) $65 Shares 207 Est. Cost $291.10 Unrealized
DVY Blackrock Institutional Trust Company N.A. Ishares Select Dividend Etf 0.0%
Value ($000) $64 Shares 530 Est. Cost $118.69 Unrealized
HRL Hormel Foods Corp. Ordinary Shares 0.0%
Value ($000) $63 Shares 2,050 Est. Cost $34.50 Unrealized -8.3%
FXH First Trust Exchange-Traded Fund Iii Health Care Alphadex 0.0%
Value ($000) $62 Shares 593 Est. Cost $0.11 Unrealized
WST West Pharmaceutical Services, Inc. Ordinary Shares 0.0%
Value ($000) $62 Shares 187 Est. Cost $425.92 Unrealized -17.4%
EFX Equifax, Inc. Ordinary Shares 0.0%
Value ($000) $61 Shares 250 Est. Cost $270.17 Unrealized -12.7%
FE Firstenergy Common 0.0%
Value ($000) $60 Shares 1,560 Est. Cost $32.61 Unrealized +11.4%
XYZ Block Inc Ordinary Shares - Class A 0.0%
Value ($000) $60 Shares 925 Est. Cost $93.90 Unrealized -25.5%
SHEL Shell Plc ADR (Representing - Ordinary Shares) 0.0%
Value ($000) $59 Shares 817 Est. Cost $47.45 Unrealized
CELH Celsius Holdings Inc Ordinary Shares 0.0%
Value ($000) $57 Shares 1,000 Est. Cost $75.59 Unrealized 0.0%
VONG Vanguard Group, Inc. Russell 1000 Growth Index Etf 0.0%
Value ($000) $56 Shares 600 Est. Cost $76.94 Unrealized
ACN Accenture Plc Ordinary Shares - Class A 0.0%
Value ($000) $56 Shares 185 Est. Cost $340.34 Unrealized -12.0%
KR Kroger Co. Ordinary Shares 0.0%
Value ($000) $56 Shares 1,116 Est. Cost $44.95 Unrealized +15.7%
TGT Target Corp. 0.0%
Value ($000) $54 Shares 368 Est. Cost $207.08 Unrealized -28.6%
SAFT Safety Insurance Group, Inc. Ordinary Shares 0.0%
Value ($000) $54 Shares 725 Est. Cost $80.89 Unrealized -3.0%
FHI Federated Hermes Inc Ordinary Shares - Class B 0.0%
Value ($000) $54 Shares 1,643 Est. Cost $29.32 Unrealized +6.7%
SOLV Solventum Corp Ordinary Shares 0.0%
Value ($000) $53 Shares 1,005 Est. Cost $60.70 Unrealized 0.0%
CMCSA Comcast Corp Ordinary Shares - Class A 0.0%
Value ($000) $52 Shares 1,316 Est. Cost $45.63 Unrealized -18.7%
CBOE Cboe Global Markets Inc. Ordinary Shares 0.0%
Value ($000) $51 Shares 300 Est. Cost $135.03 Unrealized +29.7%
ILCV Blackrock Institutional Trust Company N.A. Ishares Morningstar Value Etf 0.0%
Value ($000) $51 Shares 668 Est. Cost $68.86 Unrealized
AM Antero Midstream Corp Ordinary Shares 0.0%
Value ($000) $51 Shares 3,430 Est. Cost $12.99 Unrealized 0.0%
MSEX Middlesex Water Co. Ordinary Shares 0.0%
Value ($000) $51 Shares 967 Est. Cost $106.24 Unrealized -51.1%
CHD Church & Dwight Co., Inc. Ordinary Shares 0.0%
Value ($000) $50 Shares 479 Est. Cost $86.37 Unrealized +20.1%
VTEB Vanguard Group, Inc. Tax-Exempt Bond Etf 0.0%
Value ($000) $50 Shares 991 Est. Cost $50.11 Unrealized
PSLV Sprott Asset Management Lp Physical Silver Trust 0.0%
Value ($000) $50 Shares 5,000 Est. Cost $4.80 Unrealized
DFNM Dimensional Etf Trust National Municipal Bond 0.0%
Value ($000) $50 Shares 1,038 Est. Cost $47.77 Unrealized
VONV Vanguard Group, Inc. Russell 1000 Value Index Etf 0.0%
Value ($000) $49 Shares 636 Est. Cost $70.09 Unrealized
DOCU Docusign Inc Ordinary Shares 0.0%
Value ($000) $48 Shares 899 Est. Cost $91.86 Unrealized -38.6%
CLX Clorox Co. Ordinary Shares 0.0%
Value ($000) $48 Shares 350 Est. Cost $145.62 Unrealized -9.8%
IAT Blackrock Institutional Trust Company N.A. Ishares U.S. Regional Banks Etf 0.0%
Value ($000) $48 Shares 1,150 Est. Cost $4.11 Unrealized
JD JD.com Inc ADR 0.0%
Value ($000) $48 Shares 1,840 Est. Cost $0.03 Unrealized
GEV Ge Vernova Inc. Ordinary Shares 0.0%
Value ($000) $47 Shares 276 Est. Cost $158.10 Unrealized 0.0%
SOUN Soundhound Ai Inc Ordinary Shares - Class A 0.0%
Value ($000) $47 Shares 11,925 Est. Cost $4.50 Unrealized +3.0%
BTI British American Tobacco Plc ADR 0.0%
Value ($000) $47 Shares 1,505 Est. Cost $0.03 Unrealized
CNC Centene Corp. Ordinary Shares 0.0%
Value ($000) $46 Shares 700 Est. Cost $73.27 Unrealized -0.7%
D Dominion Energy Inc Ordinary Shares 0.0%
Value ($000) $46 Shares 936 Est. Cost $57.91 Unrealized -18.7%
PAA Plains All American Pipeline Lp Unit 0.0%
Value ($000) $46 Shares 2,550 Est. Cost $9.41 Unrealized
SDY Spdr Series Trust Dividend Etf 0.0%
Value ($000) $46 Shares 358 Est. Cost $130.01 Unrealized
EXC Exelon Corp. Ordinary Shares 0.0%
Value ($000) $45 Shares 1,301 Est. Cost $32.94 Unrealized +5.5%
MCO Moody`s Corp. Ordinary Shares 0.0%
Value ($000) $45 Shares 106 Est. Cost $372.33 Unrealized +5.6%
MGM Mgm Resorts International Ordinary Shares 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $44.88 Unrealized -6.9%
EVRG Evergy Inc Ordinary Shares 0.0%
Value ($000) $43 Shares 808 Est. Cost $54.61 Unrealized -8.9%
Z Zillow Group Inc Ordinary Shares - Class C 0.0%
Value ($000) $42 Shares 915 Est. Cost $72.06 Unrealized -38.9%
CNS Cohen & Steers Inc. Ordinary Shares 0.0%
Value ($000) $42 Shares 578 Est. Cost $80.62 Unrealized -16.0%
Barrick Gold Corp. Ordinary Shares 0.0%
Value ($000) $42 Shares 2,500 Est. Cost $16.88 Unrealized
CCL Carnival Corp. Ordinary Shares (Paired Stock) 0.0%
Value ($000) $41 Shares 2,197 Est. Cost $19.20 Unrealized -19.5%
OKE Oneok Inc. Ordinary Shares 0.0%
Value ($000) $41 Shares 500 Est. Cost $50.02 Unrealized +47.8%
ETN Eaton Corporation Plc Ordinary Shares 0.0%
Value ($000) $41 Shares 130 Est. Cost $155.46 Unrealized +104.1%
AAXJ Blackrock Institutional Trust Company N.A. Ishares Msci All Country Asia Ex Japan Etf 0.0%
Value ($000) $41 Shares 565 Est. Cost $82.44 Unrealized
ACGL Arch Capital Group Ltd Ordinary Shares 0.0%
Value ($000) $40 Shares 400 Est. Cost $69.42 Unrealized +33.2%
XMMO Invesco Capital Management LLC S&p Midcap Momentum Etf 0.0%
Value ($000) $40 Shares 350 Est. Cost $90.31 Unrealized
CPRI Capri Holdings Ltd Ordinary Shares 0.0%
Value ($000) $40 Shares 1,200 Est. Cost $59.20 Unrealized -38.9%
BJ Bj`s Wholesale Club Holdings Inc Ordinary Shares 0.0%
Value ($000) $40 Shares 450 Est. Cost $62.43 Unrealized +29.7%
VOX Vanguard Group, Inc. Communication Services Etf 0.0%
Value ($000) $39 Shares 285 Est. Cost $129.58 Unrealized
UFPI Ufp Industries Inc Ordinary Shares 0.0%
Value ($000) $39 Shares 350 Est. Cost $83.42 Unrealized +39.3%
VYMI Vanguard Group, Inc. International High Dividend Yield Etf 0.0%
Value ($000) $39 Shares 570 Est. Cost $59.53 Unrealized
AJG Gallagher, Arthur J. & Co. 0.0%
Value ($000) $39 Shares 150 Est. Cost $153.40 Unrealized +59.4%
AWK American Water Works Co. Inc. Ordinary Shares 0.0%
Value ($000) $39 Shares 300 Est. Cost $160.41 Unrealized -24.1%
CIEN Ciena Corp. Ordinary Shares 0.0%
Value ($000) $39 Shares 800 Est. Cost $61.70 Unrealized -23.1%
SCZ Blackrock Institutional Trust Company N.A. Ishares Msci Eafe Small-Cap Etf 0.0%
Value ($000) $38 Shares 619 Est. Cost $36.59 Unrealized
IDXX Idexx Laboratories, Inc. Ordinary Shares 0.0%
Value ($000) $38 Shares 78 Est. Cost $627.75 Unrealized -20.0%
CNYA Blackrock Institutional Trust Company N.A. Ishares Msci China A Etf 0.0%
Value ($000) $38 Shares 1,500 Est. Cost $0.03 Unrealized
PH Parker-Hannifin Corp. Ordinary Shares 0.0%
Value ($000) $38 Shares 75 Est. Cost $292.73 Unrealized +80.3%
WPC W. P. Carey Inc Ordinary Shares 0.0%
Value ($000) $38 Shares 682 Est. Cost $63.07 Unrealized
STT State Street Corp. Ordinary Shares 0.0%
Value ($000) $37 Shares 500 Est. Cost $81.66 Unrealized -13.6%
KEY Keycorp Ordinary Shares 0.0%
Value ($000) $37 Shares 2,600 Est. Cost $9.21 Unrealized +45.6%
SPIB Ssga Active Trust Spdr Portfolio Intermediate Term Corporate Bond Etf 0.0%
Value ($000) $37 Shares 1,131 Est. Cost $30.07 Unrealized
XLU Ssga Active Trust Utilities Select Sector Spdr Etf 0.0%
Value ($000) $36 Shares 535 Est. Cost $16.61 Unrealized
AGM Federal Agricultural Mortgage Corp. Ordinary Shares - Class C 0.0%
Value ($000) $36 Shares 200 Est. Cost $107.94 Unrealized +58.6%
IR Ingersoll-Rand Inc Ordinary Shares 0.0%
Value ($000) $36 Shares 397 Est. Cost $56.66 Unrealized +62.0%
LUV Southwest Airlines Co Ordinary Shares 0.0%
Value ($000) $36 Shares 1,255 Est. Cost $41.07 Unrealized -34.6%
PSTG Pure Storage Inc Ordinary Shares - Class A 0.0%
Value ($000) $35 Shares 550 Est. Cost $49.58 Unrealized +16.7%
HBAN Huntington Bancshares, Inc. Ordinary Shares 0.0%
Value ($000) $35 Shares 2,634 Est. Cost $13.03 Unrealized -3.7%
QSR Restaurant Brands International Inc Ordinary Shares 0.0%
Value ($000) $34 Shares 490 Est. Cost $58.94 Unrealized +21.2%
LHX L3harris Technologies Inc Ordinary Shares 0.0%
Value ($000) $34 Shares 153 Est. Cost $203.52 Unrealized +2.8%
ALB Albemarle Corp. Ordinary Shares 0.0%
Value ($000) $34 Shares 356 Est. Cost $178.76 Unrealized -35.6%
DEO Diageo Plc ADR 0.0%
Value ($000) $34 Shares 269 Est. Cost $219.33 Unrealized
DLR Digital Realty Trust Inc Ordinary Shares 0.0%
Value ($000) $34 Shares 223 Est. Cost $93.53 Unrealized +45.8%
MUB Blackrock Institutional Trust Company N.A. Ishares National Muni Bond Etf 0.0%
Value ($000) $34 Shares 318 Est. Cost $117.47 Unrealized
DNP Select Income Fund Inc. 0.0%
Value ($000) $33 Shares 4,000 Est. Cost $10.75 Unrealized
INTU Intuit Inc Ordinary Shares 0.0%
Value ($000) $33 Shares 50 Est. Cost $422.65 Unrealized +45.3%
Juniper Networks Common 0.0%
Value ($000) $33 Shares 900 Est. Cost $35.83 Unrealized
PICK Blackrock Institutional Trust Company N.A. Ishares Msci Global Metals & Mining Producers Etf 0.0%
Value ($000) $33 Shares 800 Est. Cost $40.83 Unrealized
HAL Halliburton Co. Ordinary Shares 0.0%
Value ($000) $33 Shares 965 Est. Cost $22.46 Unrealized +57.2%
DLTR Dollar Tree Inc Ordinary Shares 0.0%
Value ($000) $32 Shares 300 Est. Cost $119.42 Unrealized -1.1%
EWU Blackrock Institutional Trust Company N.A. Ishares Msci United Kingdom Etf 0.0%
Value ($000) $32 Shares 913 Est. Cost $33.85 Unrealized
HLN Haleon Plc ADR 0.0%
Value ($000) $31 Shares 3,808 Est. Cost $0.01 Unrealized
Hess Corporation Ordinary Shares 0.0%
Value ($000) $31 Shares 211 Est. Cost $74.68 Unrealized
OXY Occidental Petroleum Corp. Ordinary Shares 0.0%
Value ($000) $31 Shares 488 Est. Cost $54.86 Unrealized +13.0%
PB Prosperity Bancshares Inc. Ordinary Shares 0.0%
Value ($000) $31 Shares 500 Est. Cost $64.32 Unrealized -9.5%
GSK Gsk Plc ADR 0.0%
Value ($000) $30 Shares 786 Est. Cost $0.04 Unrealized
VTI Vanguard Group, Inc. Total Stock Market Etf 0.0%
Value ($000) $30 Shares 113 Est. Cost $203.56 Unrealized
UEC Uranium Energy Corp Ordinary Shares 0.0%
Value ($000) $30 Shares 4,960 Est. Cost $3.85 Unrealized +76.6%
OLLI Ollies Bargain Outlet Holdings Inc Ordinary Shares 0.0%
Value ($000) $29 Shares 300 Est. Cost $58.59 Unrealized +35.8%
GPRE Green Plains Inc Ordinary Shares 0.0%
Value ($000) $29 Shares 1,856 Est. Cost $37.18 Unrealized -48.2%
DFUV Dimensional Etf Trust US Marketwide Value 0.0%
Value ($000) $29 Shares 744 Est. Cost $39.27 Unrealized
WBD Warner Bros. Discovery Inc Ordinary Shares - Class A 0.0%
Value ($000) $29 Shares 3,897 Est. Cost $14.06 Unrealized -43.0%
IWS Blackrock Institutional Trust Company N.A. Ishares Russell Mid-Cap Value Etf 0.0%
Value ($000) $29 Shares 240 Est. Cost $121.77 Unrealized
GEHC Ge Healthcare Technologies Inc Ordinary Shares 0.0%
Value ($000) $29 Shares 370 Est. Cost $71.80 Unrealized +13.3%
SILJ Amplify Etf Trust Junior Silver Miners 0.0%
Value ($000) $28 Shares 2,515 Est. Cost $0.01 Unrealized
Unilever Plc ADR 0.0%
Value ($000) $28 Shares 517 Est. Cost $9.71 Unrealized
DTE Dte Energy Co. Ordinary Shares 0.0%
Value ($000) $28 Shares 250 Est. Cost $99.45 Unrealized +6.0%
PDBC Invesco Capital Management LLC Optimum Yield Diversified Commodity Strategy No K-1 Etf 0.0%
Value ($000) $27 Shares 1,946 Est. Cost $13.87 Unrealized
TJX Tjx Companies, Inc. Ordinary Shares 0.0%
Value ($000) $27 Shares 246 Est. Cost $70.05 Unrealized +40.9%
OMC Omnicom Group, Inc. Ordinary Shares 0.0%
Value ($000) $27 Shares 300 Est. Cost $84.87 Unrealized +3.3%
VXUS Vanguard Group, Inc. Total International Stock Etf 0.0%
Value ($000) $26 Shares 427 Est. Cost $23.45 Unrealized
FXD First Trust Exchange-Traded Fund Iii Consumer Discretionary Alphadex 0.0%
Value ($000) $25 Shares 425 Est. Cost $0.05 Unrealized
TRN Trinity Industries, Inc. Ordinary Shares 0.0%
Value ($000) $25 Shares 850 Est. Cost $24.11 Unrealized +12.6%
UMBF Umb Financial Corp. Ordinary Shares 0.0%
Value ($000) $25 Shares 300 Est. Cost $67.77 Unrealized +21.0%
KMI Kinder Morgan Inc Ordinary Shares - Class P 0.0%
Value ($000) $25 Shares 1,253 Est. Cost $13.34 Unrealized +32.9%
VXF Vanguard Group, Inc. Extended Market Index Etf 0.0%
Value ($000) $25 Shares 146 Est. Cost $177.67 Unrealized
VONE Vanguard Group, Inc. Russell 1000 Index Etf 0.0%
Value ($000) $25 Shares 100 Est. Cost $210.00 Unrealized
OKTA Okta Inc Ordinary Shares - Class A 0.0%
Value ($000) $24 Shares 260 Est. Cost $86.04 Unrealized +10.0%
EXPE Expedia Group Inc Ordinary Shares 0.0%
Value ($000) $24 Shares 193 Est. Cost $128.85 Unrealized -5.1%
VTHR Vanguard Group, Inc. Russell 3000 Index Etf 0.0%
Value ($000) $24 Shares 100 Est. Cost $200.00 Unrealized
XMLV Invesco Capital Management LLC S&p Midcap Low Volatility Etf 0.0%
Value ($000) $24 Shares 427 Est. Cost $58.55 Unrealized
CNP Centerpoint Energy Inc. Ordinary Shares 0.0%
Value ($000) $23 Shares 750 Est. Cost $24.02 Unrealized +17.9%
NOG Northern Oil And Gas Inc. Ordinary Shares 0.0%
Value ($000) $23 Shares 625 Est. Cost $33.65 Unrealized +19.2%
TSN Tyson Foods, Inc. Ordinary Shares - Class A 0.0%
Value ($000) $23 Shares 400 Est. Cost $65.83 Unrealized -16.1%
FSLR First Solar Inc Ordinary Shares 0.0%
Value ($000) $23 Shares 100 Est. Cost $102.83 Unrealized +112.0%
CDE Coeur Mining Inc Ordinary Shares 0.0%
Value ($000) $22 Shares 4,000 Est. Cost $6.01 Unrealized -14.1%
LW Lamb Weston Holdings Inc Ordinary Shares 0.0%
Value ($000) $22 Shares 267 Est. Cost $53.78 Unrealized +52.7%
IHF Blackrock Institutional Trust Company N.A. Ishares U.S. Healthcare Providers Etf 0.0%
Value ($000) $22 Shares 425 Est. Cost $58.87 Unrealized
VPL Vanguard Group, Inc. Ftse Pacific Etf 0.0%
Value ($000) $22 Shares 300 Est. Cost $77.50 Unrealized
MDU Mdu Resources Group Inc Ordinary Shares 0.0%
Value ($000) $22 Shares 885 Est. Cost $9.99 Unrealized +31.8%
EBF Ennis Inc. Ordinary Shares 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $14.00 Unrealized +19.9%
FNV Franco-Nevada Corporation Ordinary Shares 0.0%
Value ($000) $21 Shares 177 Est. Cost $140.73 Unrealized -14.8%
WPM Wheaton Precious Metals Corp Ordinary Shares 0.0%
Value ($000) $21 Shares 400 Est. Cost $39.43 Unrealized +34.1%
TM Toyota Motor Corp - Adr 0.0%
Value ($000) $20 Shares 100 Est. Cost $190.00 Unrealized
LEN Lennar Corp. Ordinary Shares - Class A 0.0%
Value ($000) $20 Shares 136 Est. Cost $96.09 Unrealized +54.6%
RPM Rpm International, Inc. Ordinary Shares 0.0%
Value ($000) $20 Shares 186 Est. Cost $87.60 Unrealized +26.4%
MC Moelis & Co Ordinary Shares - Class A 0.0%
Value ($000) $20 Shares 350 Est. Cost $53.17 Unrealized -5.5%
QUAL Blackrock Institutional Trust Company N.A. Ishares Msci Usa Quality Factor Etf 0.0%
Value ($000) $19 Shares 114 Est. Cost $66.76 Unrealized
RCL Royal Caribbean Group Ordinary Shares 0.0%
Value ($000) $19 Shares 120 Est. Cost $79.83 Unrealized +77.0%
MEAR Blackrock Institutional Trust Company N.A. Short Maturity Municipal Bond Etf 0.0%
Value ($000) $19 Shares 381 Est. Cost $50.15 Unrealized
DOC Healthpeak Properties Inc. Ordinary Shares 0.0%
Value ($000) $19 Shares 970 Est. Cost $27.38 Unrealized -36.9%
XSLV Invesco Capital Management LLC S&p Smallcap Low Volatility Etf 0.0%
Value ($000) $19 Shares 426 Est. Cost $51.64 Unrealized
PEBO Peoples Bancorp, Inc. (Marietta, Oh) Ordinary Shares 0.0%
Value ($000) $18 Shares 600 Est. Cost $31.54 Unrealized -7.9%
VRTX Vertex Pharmaceuticals, Inc. Ordinary Shares 0.0%
Value ($000) $18 Shares 38 Est. Cost $194.45 Unrealized +123.2%
PNW Pinnacle West Capital Corp. Ordinary Shares 0.0%
Value ($000) $18 Shares 233 Est. Cost $55.84 Unrealized +26.7%
SIL Global X Funds Silver Miners Etf 0.0%
Value ($000) $18 Shares 570 Est. Cost $24.56 Unrealized
GLW Corning Inc. 0.0%
Value ($000) $18 Shares 456 Est. Cost $33.34 Unrealized +1.0%
CAH Cardinal Health, Inc. Ordinary Shares 0.0%
Value ($000) $18 Shares 180 Est. Cost $44.62 Unrealized +122.4%
TFC Truist Financial Corporation Ordinary Shares 0.0%
Value ($000) $18 Shares 453 Est. Cost $49.71 Unrealized -29.7%
VOOV Vanguard Group, Inc. S&p 500 Value Etf 0.0%
Value ($000) $18 Shares 100 Est. Cost $0.15 Unrealized
DHR Danaher Corp. 0.0%
Value ($000) $17 Shares 70 Est. Cost $249.21 Unrealized +0.4%
ITW Illinois Tool Works, Inc. Ordinary Shares 0.0%
Value ($000) $17 Shares 73 Est. Cost $242.27 Unrealized -2.3%
TSCO Tractor Supply Co. Ordinary Shares 0.0%
Value ($000) $17 Shares 64 Est. Cost $41.38 Unrealized +26.4%
AFL Aflac Inc. Ordinary Shares 0.0%
Value ($000) $17 Shares 193 Est. Cost $75.29 Unrealized +10.3%
UAA Under Armour Inc 0.0%
Value ($000) $17 Shares 2,563 Est. Cost $6.82 Unrealized 0.0%
SLGN Silgan Holdings Inc. Ordinary Shares 0.0%
Value ($000) $17 Shares 400 Est. Cost $48.63 Unrealized -4.5%
SRE Sempra Ordinary Shares 0.0%
Value ($000) $17 Shares 222 Est. Cost $67.33 Unrealized +4.0%
BMRN Biomarin Pharmaceutical Inc. Registered Shares 0.0%
Value ($000) $16 Shares 200 Est. Cost $82.51 Unrealized +0.9%
SCHD Schwab Strategic Trust US Dividend Equity Etf 0.0%
Value ($000) $16 Shares 208 Est. Cost $37.08 Unrealized
Avangrid Inc Ordinary Shares 0.0%
Value ($000) $16 Shares 455 Est. Cost $50.23 Unrealized
BOKF Bok Financial Corp. Ordinary Shares 0.0%
Value ($000) $16 Shares 176 Est. Cost $92.25 Unrealized -5.9%
TKR Timken Co. Ordinary Shares 0.0%
Value ($000) $16 Shares 200 Est. Cost $70.09 Unrealized +23.1%
Blackrock Inc. Ordinary Shares 0.0%
Value ($000) $16 Shares 20 Est. Cost $750.14 Unrealized
NXE Nexgen Energy Ltd Ordinary Shares 0.0%
Value ($000) $15 Shares 2,185 Est. Cost $5.14 Unrealized +48.9%
TMDX Transmedics Group Inc Ordinary Shares 0.0%
Value ($000) $15 Shares 100 Est. Cost $25.07 Unrealized +378.5%
VFMO Vanguard Group, Inc. U.S. Momentum Factor Etf 0.0%
Value ($000) $15 Shares 100 Est. Cost $130.00 Unrealized
KNF Knife River Corp Ordinary Shares 0.0%
Value ($000) $15 Shares 212 Est. Cost $56.89 Unrealized +31.3%
EOG Eog Resources, Inc. Ordinary Shares 0.0%
Value ($000) $14 Shares 115 Est. Cost $73.31 Unrealized +66.6%
WTRG Essential Utilities Inc Ordinary Shares 0.0%
Value ($000) $14 Shares 380 Est. Cost $48.56 Unrealized -23.6%
IP International Paper Co. Ordinary Shares 0.0%
Value ($000) $14 Shares 325 Est. Cost $41.02 Unrealized -7.2%
PLTR Palantir Technologies Inc Ordinary Shares - Class A 0.0%
Value ($000) $14 Shares 550 Est. Cost $13.19 Unrealized +70.7%
VRSK Verisk Analytics Inc Ordinary Shares 0.0%
Value ($000) $13 Shares 50 Est. Cost $212.40 Unrealized +14.0%
VFQY Vanguard Group, Inc. U.S. Quality Factor Etf 0.0%
Value ($000) $13 Shares 100 Est. Cost $120.00 Unrealized
MDY Spdr State Street Global Advisors S&p Midcap 400 Etf Trust 0.0%
Value ($000) $13 Shares 25 Est. Cost $520.00 Unrealized
SHOP Shopify Inc Ordinary Shares - Class A 0.0%
Value ($000) $13 Shares 200 Est. Cost $53.88 Unrealized +23.1%
DFAS Dimensional Etf Trust U.S. Small Cap 0.0%
Value ($000) $13 Shares 215 Est. Cost $60.08 Unrealized
ABNB Airbnb Inc Ordinary Shares - Class A 0.0%
Value ($000) $13 Shares 84 Est. Cost $174.17 Unrealized -12.3%
YORW York Water Co. Ordinary Shares 0.0%
Value ($000) $13 Shares 340 Est. Cost $43.40 Unrealized -20.2%
FAST Fastenal CO CORP 0.0%
Value ($000) $13 Shares 200 Est. Cost $26.67 Unrealized +22.3%
SHW Sherwin-Williams Co. Ordinary Shares 0.0%
Value ($000) $13 Shares 42 Est. Cost $225.00 Unrealized +35.6%
DRI Darden Restaurants, Inc. Ordinary Shares 0.0%
Value ($000) $12 Shares 82 Est. Cost $114.33 Unrealized +26.7%
BKNG Booking Holdings Inc Ordinary Shares 0.0%
Value ($000) $12 Shares 3 Est. Cost $2332.00 Unrealized +56.7%
MGV Vanguard Group, Inc. Mega Cap Value Etf 0.0%
Value ($000) $12 Shares 100 Est. Cost $110.00 Unrealized
CME Cme Group Inc Ordinary Shares - Class A 0.0%
Value ($000) $12 Shares 60 Est. Cost $184.82 Unrealized +5.5%
SMH Vaneck Etf Trust Semiconductor 0.0%
Value ($000) $12 Shares 45 Est. Cost $66.82 Unrealized
Silvercrest Metals Inc Ordinary Shares 0.0%
Value ($000) $12 Shares 1,420 Est. Cost $6.58 Unrealized
COIN Coinbase Global Inc Ordinary Shares - Class A 0.0%
Value ($000) $12 Shares 52 Est. Cost $59.88 Unrealized +284.3%
INGR Ingredion Inc Ordinary Shares 0.0%
Value ($000) $11 Shares 100 Est. Cost $112.60 Unrealized +2.6%
Southstate Corporation Ordinary Shares 0.0%
Value ($000) $11 Shares 150 Est. Cost $80.00 Unrealized
VFMV Vanguard Group, Inc. U.S. Minimum Volatility Etf 0.0%
Value ($000) $11 Shares 100 Est. Cost $100.00 Unrealized
FMC Fmc Corp. Ordinary Shares 0.0%
Value ($000) $11 Shares 197 Est. Cost $85.46 Unrealized -35.5%
VT Vanguard Group, Inc. Total World Stock Etf 0.0%
Value ($000) $11 Shares 100 Est. Cost $90.00 Unrealized
Modivcare Inc Ordinary Shares 0.0%
Value ($000) $11 Shares 425 Est. Cost $148.15 Unrealized
GRMN Garmin Ltd Ordinary Shares 0.0%
Value ($000) $11 Shares 68 Est. Cost $115.78 Unrealized +32.3%
IVOG Vanguard Group, Inc. S&p Mid-Cap 400 Growth Etf 0.0%
Value ($000) $11 Shares 100 Est. Cost $95.05 Unrealized
HWM Howmet Aerospace Inc Ordinary Shares 0.0%
Value ($000) $11 Shares 141 Est. Cost $30.44 Unrealized +147.7%
Cedar Fair L.P. Ordinary Shares 0.0%
Value ($000) $11 Shares 200 Est. Cost $50.00 Unrealized
LVS Las Vegas Sands Corp Ordinary Shares 0.0%
Value ($000) $11 Shares 245 Est. Cost $36.70 Unrealized +23.1%
CPRT Copart, Inc. Ordinary Shares 0.0%
Value ($000) $11 Shares 200 Est. Cost $38.99 Unrealized +40.0%
DKS Dicks Sporting Goods, Inc. Ordinary Shares 0.0%
Value ($000) $11 Shares 50 Est. Cost $108.85 Unrealized +84.4%
CC Chemours Company Ordinary Shares 0.0%
Value ($000) $11 Shares 475 Est. Cost $26.84 Unrealized -8.9%
DINO Hf Sinclair Corp. Ordinary Shares 0.0%
Value ($000) $11 Shares 200 Est. Cost $45.96 Unrealized +13.3%
SWK Stanley Black & Decker Inc Ordinary Shares 0.0%
Value ($000) $11 Shares 133 Est. Cost $158.57 Unrealized -48.2%
ES Eversource Energy Ordinary Shares 0.0%
Value ($000) $11 Shares 187 Est. Cost $71.82 Unrealized -23.5%
AEM Agnico Eagle Mines Ltd Ordinary Shares 0.0%
Value ($000) $10 Shares 159 Est. Cost $49.03 Unrealized +29.6%
HACK Amplify Etf Trust Cybersecurity 0.0%
Value ($000) $10 Shares 160 Est. Cost $0.06 Unrealized
STM St Microelectronics New York Shares 0.0%
Value ($000) $10 Shares 260 Est. Cost $30.77 Unrealized
GM General Motors Company Ordinary Shares 0.0%
Value ($000) $10 Shares 219 Est. Cost $56.36 Unrealized -21.3%
IVOO Vanguard Group, Inc. S&p Mid-Cap 400 Etf 0.0%
Value ($000) $10 Shares 100 Est. Cost $75.04 Unrealized
VIOO Vanguard Group, Inc. S&p Small-Cap 600 Etf 0.0%
Value ($000) $10 Shares 100 Est. Cost $85.05 Unrealized
CPB Campbell Soup Co. Ordinary Shares 0.0%
Value ($000) $10 Shares 215 Est. Cost $36.19 Unrealized +16.0%
ESGV Vanguard Group, Inc. Esg U.S. Stock Etf 0.0%
Value ($000) $10 Shares 100 Est. Cost $70.00 Unrealized
NSC Norfolk Southern Corp. Ordinary Shares 0.0%
Value ($000) $9 Shares 44 Est. Cost $238.89 Unrealized -6.1%
AEE Ameren Corp 0.0%
Value ($000) $9 Shares 132 Est. Cost $73.06 Unrealized -5.5%
OHI Omega Healthcare Investors, Inc. Ordinary Shares 0.0%
Value ($000) $9 Shares 270 Est. Cost $29.63 Unrealized
USLM United States Lime & Minerals Inc. Ordinary Shares 0.0%
Value ($000) $9 Shares 25 Est. Cost $25.02 Unrealized +166.2%
INCY Incyte Corp. Ordinary Shares 0.0%
Value ($000) $9 Shares 147 Est. Cost $67.41 Unrealized -16.0%
NEAR Blackrock Institutional Trust Company N.A. Short Duration Bond Etf 0.0%
Value ($000) $9 Shares 174 Est. Cost $51.72 Unrealized
Mag Silver Corp. Ordinary Shares 0.0%
Value ($000) $9 Shares 740 Est. Cost $16.22 Unrealized
PAAS Pan American Silver Corp Ordinary Shares 0.0%
Value ($000) $9 Shares 430 Est. Cost $25.19 Unrealized -21.8%
TD Toronto Dominion Bank Ordinary Shares 0.0%
Value ($000) $8 Shares 153 Est. Cost $72.90 Unrealized -22.3%
TZA Direxion Shares Etf Trust Daily Small Cap Bear 3x 0.0%
Value ($000) $8 Shares 450 Est. Cost $21.49 Unrealized
TMO Thermo Fisher Scientific Inc. Ordinary Shares 0.0%
Value ($000) $8 Shares 15 Est. Cost $617.25 Unrealized -7.7%
TOWN Townebank Portsmouth VA Ordinary Shares 0.0%
Value ($000) $8 Shares 300 Est. Cost $31.86 Unrealized -15.6%
EQX Equinox Gold Corp Ordinary Shares 0.0%
Value ($000) $8 Shares 1,530 Est. Cost $7.30 Unrealized -23.8%
AGI Alamos Gold Inc. Ordinary Shares - Class A 0.0%
Value ($000) $8 Shares 500 Est. Cost $7.49 Unrealized +107.9%
EMX Emx Royalty Corp Ordinary Shares 0.0%
Value ($000) $8 Shares 4,350 Est. Cost $2.07 Unrealized
Marathon Oil Common 0.0%
Value ($000) $8 Shares 271 Est. Cost $0.48 Unrealized
TTC Toro Co. Ordinary Shares 0.0%
Value ($000) $8 Shares 83 Est. Cost $99.58 Unrealized -11.4%
Te Connectivity Ltd Registered Shares 0.0%
Value ($000) $8 Shares 51 Est. Cost $156.86 Unrealized
Walgreens Boots Alliance Inc Ordinary Shares 0.0%
Value ($000) $8 Shares 632 Est. Cost $39.67 Unrealized
SON Sonoco Products Co. Ordinary Shares 0.0%
Value ($000) $8 Shares 150 Est. Cost $51.08 Unrealized +5.2%
TFX Teleflex Incorporated Ordinary Shares 0.0%
Value ($000) $8 Shares 36 Est. Cost $330.52 Unrealized -37.6%
EA Electronic Arts, Inc. Ordinary Shares 0.0%
Value ($000) $8 Shares 54 Est. Cost $131.47 Unrealized -0.6%
Interpublic Group Of Cos., Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 257 Est. Cost $31.06 Unrealized -7.2%
AOSL Alpha & Omega Semiconductor Ltd Ordinary Shares 0.0%
Value ($000) $7 Shares 200 Est. Cost $43.30 Unrealized -39.0%
ARLP Alliance Resource Partners, Lp Unit 0.0%
Value ($000) $7 Shares 300 Est. Cost $13.33 Unrealized
DELL Dell Technologies Inc Ordinary Shares - Class C 0.0%
Value ($000) $7 Shares 53 Est. Cost $68.27 Unrealized +91.4%
AMP Ameriprise Fincl-wi Common 0.0%
Value ($000) $7 Shares 17 Est. Cost $278.30 Unrealized +50.4%
PENN Penn Entertainment Inc Ordinary Shares 0.0%
Value ($000) $7 Shares 375 Est. Cost $60.63 Unrealized -72.0%
VSH Vishay Intertechnology, Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 320 Est. Cost $18.84 Unrealized +15.2%
SPHQ Invesco Capital Management LLC S&p 500 Quality Etf 0.0%
Value ($000) $7 Shares 111 Est. Cost $53.25 Unrealized
NGVT Ingevity Corp Ordinary Shares 0.0%
Value ($000) $7 Shares 160 Est. Cost $76.05 Unrealized -36.5%
DJT Trump Media & Technology Group Corp. Ordinary Shares 0.0%
Value ($000) $7 Shares 210 Est. Cost $14.84 Unrealized +182.9%
STLD Steel Dynamics Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 52 Est. Cost $107.90 Unrealized +20.6%
NXPI Nxp Semiconductors NV Ordinary Shares 0.0%
Value ($000) $7 Shares 25 Est. Cost $196.64 Unrealized +27.2%
Heartland Financial Usa, Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 150 Est. Cost $4.03 Unrealized
EMR Emerson Electric Co. Ordinary Shares 0.0%
Value ($000) $7 Shares 60 Est. Cost $86.51 Unrealized +24.2%
Royce Value Trust Inc 0.0%
Value ($000) $7 Shares 455 Est. Cost $18.07 Unrealized
UAL United Airlines Holdings Inc Ordinary Shares 0.0%
Value ($000) $7 Shares 135 Est. Cost $46.38 Unrealized +8.5%
TRGP Targa Resources Corp Ordinary Shares 0.0%
Value ($000) $7 Shares 51 Est. Cost $49.03 Unrealized +130.9%
DKNG Draftkings Inc. Ordinary Shares - Class A 0.0%
Value ($000) $6 Shares 165 Est. Cost $16.63 Unrealized +149.6%
RGLD Royal Gold, Inc. Ordinary Shares 0.0%
Value ($000) $6 Shares 50 Est. Cost $100.83 Unrealized +23.8%
ZM Zoom Video Communications Inc Ordinary Shares - Class A 0.0%
Value ($000) $6 Shares 105 Est. Cost $235.14 Unrealized -73.9%
ATLO Ames National Cdt-com 0.0%
Value ($000) $6 Shares 300 Est. Cost $19.85 Unrealized -6.0%
OBE Obsidian Energy Ltd Ordinary Shares 0.0%
Value ($000) $6 Shares 812 Est. Cost $6.51 Unrealized +20.5%
AMPH Amphastar Pharmaceuticals Inc Ordinary Shares 0.0%
Value ($000) $6 Shares 150 Est. Cost $51.65 Unrealized -19.8%
QCRH Qcr Holding, Inc. Ordinary Shares 0.0%
Value ($000) $6 Shares 100 Est. Cost $54.12 Unrealized +5.0%
MRNA Moderna Inc Ordinary Shares 0.0%
Value ($000) $6 Shares 50 Est. Cost $220.05 Unrealized -42.5%
MAA Mid-America Apartment Communities, Inc. Ordinary Shares 0.0%
Value ($000) $6 Shares 41 Est. Cost $160.47 Unrealized -21.8%
JNK Spdr Series Trust Bloomberg High Yield Bond Etf 0.0%
Value ($000) $6 Shares 62 Est. Cost $0.10 Unrealized
DNLI Denali Therapeutics Inc Ordinary Shares 0.0%
Value ($000) $6 Shares 250 Est. Cost $47.38 Unrealized -59.5%
HALO Halozyme Therapeutics Inc. Ordinary Shares 0.0%
Value ($000) $6 Shares 110 Est. Cost $37.33 Unrealized +17.5%
VSGX Vanguard Group, Inc. Esg International Stock Etf 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
PPL PPL Corp Ordinary Shares 0.0%
Value ($000) $6 Shares 202 Est. Cost $24.94 Unrealized +6.5%
RDNW Rumbleon Inc Ordinary Shares - Class B 0.0%
Value ($000) $5 Shares 1,330 Est. Cost $6.97 Unrealized -21.4%
WERN Werner Enterprises, Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 150 Est. Cost $45.78 Unrealized -20.2%
EBAY Ebay Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 100 Est. Cost $66.02 Unrealized -23.2%
JEPQ J.P. Morgan Exchange-Traded Fund Trust JPMorgan Nasdaq Equity Premium Income Etf 0.0%
Value ($000) $5 Shares 95 Est. Cost $55.51 Unrealized
IYR Blackrock Institutional Trust Company N.A. Ishares U.S. Real Estate Etf 0.0%
Value ($000) $5 Shares 60 Est. Cost $118.42 Unrealized
TAP Molson Coors Beverage Company Ordinary Shares - Class B 0.0%
Value ($000) $5 Shares 100 Est. Cost $40.32 Unrealized +35.3%
TFSL Tfs Financial Corporation Ordinary Shares 0.0%
Value ($000) $5 Shares 400 Est. Cost $13.50 Unrealized -19.5%
DVYE Blackrock Institutional Trust Company N.A. Ishares Emerging Markets Dividend Etf 0.0%
Value ($000) $5 Shares 185 Est. Cost $27.18 Unrealized
BCE Bce Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 155 Est. Cost $38.02 Unrealized -23.6%
Allete, Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 80 Est. Cost $62.35 Unrealized
CTAS Cintas Corporation Ordinary Shares 0.0%
Value ($000) $5 Shares 7 Est. Cost $114.71 Unrealized +46.9%
FCX Freeport-McMoRan Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 100 Est. Cost $37.30 Unrealized +32.2%
PII Polaris Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 62 Est. Cost $117.80 Unrealized -28.1%
BRO Brown & Brown, Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 54 Est. Cost $62.56 Unrealized +37.4%
EMN Eastman Chem Co 0.0%
Value ($000) $5 Shares 49 Est. Cost $95.16 Unrealized -2.6%
LAZ Lazard Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 125 Est. Cost $38.95 Unrealized +0.3%
OCFC Oceanfirst Financial Corp. Ordinary Shares 0.0%
Value ($000) $5 Shares 300 Est. Cost $17.99 Unrealized -22.8%
MGA Magna International Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 113 Est. Cost $70.50 Unrealized -37.9%
UPST Upstart Holdings Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 200 Est. Cost $31.80 Unrealized -24.1%
NXT Nextracker Inc Ordinary Shares - Class A 0.0%
Value ($000) $5 Shares 100 Est. Cost $53.20 Unrealized -6.5%
LYV Live Nation Entertainment Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 50 Est. Cost $114.12 Unrealized -17.2%
LIT Global X Funds Lithium & Battery Tech Etf 0.0%
Value ($000) $5 Shares 120 Est. Cost $83.33 Unrealized
IHI Blackrock Institutional Trust Company N.A. Ishares U.S. Medical Devices Etf 0.0%
Value ($000) $5 Shares 83 Est. Cost $19.84 Unrealized
CLPT Clearpoint Neuro Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 850 Est. Cost $10.41 Unrealized -44.4%
VEEV Veeva Systems Inc Ordinary Shares - Class A 0.0%
Value ($000) $5 Shares 25 Est. Cost $290.73 Unrealized -31.7%
GWW W.W. Grainger Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 5 Est. Cost $673.02 Unrealized +37.8%
HPQ Hp Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 128 Est. Cost $28.19 Unrealized +5.4%
BEN Franklin Resources, Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 200 Est. Cost $26.58 Unrealized -18.2%
SYK Stryker Corp. Ordinary Shares 0.0%
Value ($000) $4 Shares 13 Est. Cost $281.34 Unrealized +18.5%
SCHF Schwab Strategic Trust International Equity Etf 0.0%
Value ($000) $4 Shares 113 Est. Cost $40.00 Unrealized
VST Vistra Corp Ordinary Shares 0.0%
Value ($000) $4 Shares 50 Est. Cost $18.51 Unrealized +346.8%
JEPI J.P. Morgan Exchange-Traded Fund Trust JPMorgan Equity Premium Income Etf 0.0%
Value ($000) $4 Shares 75 Est. Cost $56.68 Unrealized
IUSV Blackrock Institutional Trust Company N.A. Ishares Core S&p U.S.Value Etf 0.0%
Value ($000) $4 Shares 48 Est. Cost $83.33 Unrealized
Vector Group Ltd Ordinary Shares 0.0%
Value ($000) $4 Shares 400 Est. Cost $11.31 Unrealized
EXAS Exact Sciences Corp. Ordinary Shares 0.0%
Value ($000) $4 Shares 100 Est. Cost $86.74 Unrealized -36.6%
BR Broadridge Financial Solutions, Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 21 Est. Cost $144.85 Unrealized +33.3%
HE Hawaiian Electric Industries, Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 456 Est. Cost $40.58 Unrealized -74.4%
XLF Ssga Active Trust Financial Select Sector Spdr 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
PANW Palo Alto Networks Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 12 Est. Cost $86.56 Unrealized +72.8%
CDW Cdw Corp Ordinary Shares 0.0%
Value ($000) $4 Shares 18 Est. Cost $180.53 Unrealized +25.6%
MXL Maxlinear Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 200 Est. Cost $64.03 Unrealized -69.3%
ONB Old National Bancorp Ordinary Shares 0.0%
Value ($000) $4 Shares 231 Est. Cost $16.62 Unrealized 0.0%
ICE Intercontinental Exchange Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 29 Est. Cost $104.69 Unrealized +25.8%
LIN Linde Plc. Ordinary Shares 0.0%
Value ($000) $4 Shares 9 Est. Cost $352.90 Unrealized +22.0%
SJM J.M. Smucker Co. Ordinary Shares 0.0%
Value ($000) $4 Shares 36 Est. Cost $117.13 Unrealized -9.4%
OXY/WS Occidental Petroleum Corp. Warrants (03/08/2027) 0.0%
Value ($000) $4 Shares 95 Est. Cost $10.53 Unrealized
Paramount Global Ordinary Shares - Class B 0.0%
Value ($000) $4 Shares 373 Est. Cost $4.98 Unrealized
CMS CMS Energy Corporation Ordinary Shares 0.0%
Value ($000) $4 Shares 65 Est. Cost $54.05 Unrealized +6.6%
BSX Boston Scientific Corp. 0.0%
Value ($000) $4 Shares 50 Est. Cost $42.02 Unrealized +74.2%
IUSG Blackrock Institutional Trust Company N.A. Ishares Core S&p U.S.Growth Etf 0.0%
Value ($000) $4 Shares 30 Est. Cost $100.00 Unrealized
XYL Xylem Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 28 Est. Cost $102.49 Unrealized +30.2%
WH Wyndham Hotels & Resorts Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 50 Est. Cost $83.56 Unrealized -13.8%
UBER Uber Technologies Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 50 Est. Cost $43.11 Unrealized +61.2%
EAT Brinker International, Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 50 Est. Cost $41.31 Unrealized +44.2%
TMUS T-Mobile US Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 20 Est. Cost $113.68 Unrealized +43.9%
SA Seabridge Gold, Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 250 Est. Cost $17.89 Unrealized -15.3%
XLI Ssga Active Trust Industrial Select Sector Spdr 0.0%
Value ($000) $3 Shares 28 Est. Cost $107.14 Unrealized
ALGN Align Technology, Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 14 Est. Cost $526.42 Unrealized -47.1%
VGIT Vanguard Group, Inc. Intermediate-Term Treasury Etf 0.0%
Value ($000) $3 Shares 58 Est. Cost $58.22 Unrealized
Calamos Strategic Total Return Fund 0.0%
Value ($000) $3 Shares 200 Est. Cost $20.00 Unrealized
New York Community Bancorp Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $12.50 Unrealized
ATO Atmos Energy Corp. Ordinary Shares 0.0%
Value ($000) $3 Shares 26 Est. Cost $108.41 Unrealized +3.4%
FTNT Fortinet Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.67 Unrealized +2.5%
EMBC Embecta Corp Ordinary Shares 0.0%
Value ($000) $3 Shares 241 Est. Cost $26.16 Unrealized -56.9%
FRT Federal Realty Investment Trust. Ordinary Shares 0.0%
Value ($000) $3 Shares 29 Est. Cost $83.53 Unrealized +12.1%
ENPH Enphase Energy Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 29 Est. Cost $208.64 Unrealized -44.2%
MOS Mosaic Company Ordinary Shares 0.0%
Value ($000) $3 Shares 100 Est. Cost $35.44 Unrealized -19.3%
FDS Factset Research Systems Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 7 Est. Cost $392.63 Unrealized +6.3%
Sirius Xm Holdings Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $1.42 Unrealized
JKHY Jack Henry & Associates, Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 17 Est. Cost $150.31 Unrealized +8.1%
NJR New Jersey Resources Corporation Ordinary Shares 0.0%
Value ($000) $3 Shares 64 Est. Cost $45.41 Unrealized -11.1%
XLE Ssga Active Trust The Energy Select Sector Spdr Fund 0.0%
Value ($000) $3 Shares 30 Est. Cost $50.00 Unrealized
CHWY Chewy Inc Ordinary Shares - Class A 0.0%
Value ($000) $3 Shares 100 Est. Cost $19.72 Unrealized -3.4%
PRKS United Parks & Resorts Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 50 Est. Cost $62.91 Unrealized -16.9%
GBTC Grayscale Investments LLC Bitcoin Trust 0.0%
Value ($000) $3 Shares 50 Est. Cost $0.06 Unrealized
WDC Western Digital Corp. Ordinary Shares 0.0%
Value ($000) $3 Shares 35 Est. Cost $43.29 Unrealized +27.6%
APD Air Products & Chemicals Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 10 Est. Cost $264.00 Unrealized -8.2%
CBSH Commerce Bancshares, Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 46 Est. Cost $42.09 Unrealized +14.0%
GFS Globalfoundries Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 50 Est. Cost $53.84 Unrealized -7.0%
GEN Gen Digital Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 100 Est. Cost $23.20 Unrealized -4.2%
KGC Kinross Gold Corp. Ordinary Shares 0.0%
Value ($000) $2 Shares 300 Est. Cost $5.98 Unrealized +21.0%
Cel-Sci Corp. Ordinary Shares 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $0.00 Unrealized
Luminar Technologies Inc Ordinary Shares - Class A 0.0%
Value ($000) $2 Shares 1,500 Est. Cost $7.93 Unrealized
VLTO Veralto Corp Ordinary Shares 0.0%
Value ($000) $2 Shares 23 Est. Cost $73.75 Unrealized +28.7%
JBL Jabil,Inc. 0.0%
Value ($000) $2 Shares 20 Est. Cost $120.79 Unrealized 0.0%
IQ Iqiyi, Inc 0.0%
Value ($000) $2 Shares 585 Est. Cost $5.13 Unrealized
CPNG Coupang Inc Ordinary Shares - Class A 0.0%
Value ($000) $2 Shares 100 Est. Cost $28.16 Unrealized -23.0%
WGO Winnebago Industries, Inc. Ordinary Shares 0.0%
Value ($000) $2 Shares 38 Est. Cost $69.87 Unrealized -11.8%
SLVM Sylvamo Corp Ordinary Shares 0.0%
Value ($000) $2 Shares 29 Est. Cost $43.62 Unrealized +43.2%
GME Gamestop Corporation Ordinary Shares - Class A 0.0%
Value ($000) $2 Shares 80 Est. Cost $35.85 Unrealized -44.7%
TXT Textron Inc. Ordinary Shares 0.0%
Value ($000) $2 Shares 22 Est. Cost $73.92 Unrealized +20.2%
NCLH Norwegian Cruise Line Holdings Ltd Ordinary Shares 0.0%
Value ($000) $2 Shares 100 Est. Cost $23.15 Unrealized -24.2%
SCHA Schwab Strategic Trust U.S. Small-Cap Etf 0.0%
Value ($000) $2 Shares 37 Est. Cost $81.08 Unrealized
AVA Avista Corp. Ordinary Shares 0.0%
Value ($000) $2 Shares 50 Est. Cost $30.96 Unrealized +6.3%
NIO Nio Inc ADR 0.0%
Value ($000) $2 Shares 400 Est. Cost $28.80 Unrealized
AFRM Affirm Holdings Inc Ordinary Shares - Class A 0.0%
Value ($000) $2 Shares 55 Est. Cost $98.66 Unrealized -67.5%
CMBT Euronav 0.0%
Value ($000) $2 Shares 100 Est. Cost $5.77 Unrealized +138.7%
HPE Hewlett Packard Enterprise Co Ordinary Shares 0.0%
Value ($000) $2 Shares 78 Est. Cost $17.62 Unrealized 0.0%
KHC Kraft Heinz Co Ordinary Shares 0.0%
Value ($000) $2 Shares 48 Est. Cost $29.49 Unrealized +10.3%
CLF Cleveland-Cliffs Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 100 Est. Cost $15.61 Unrealized +14.7%
INO Inovio Pharmaceuticals Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 183 Est. Cost $8.63 Unrealized +21.9%
NGG National Grid Plc ADR 0.0%
Value ($000) $1 Shares 26 Est. Cost $76.92 Unrealized
BUD Anheuser-Busch Inbev Sa/nv ADR 0.0%
Value ($000) $1 Shares 25 Est. Cost $61.54 Unrealized
BHP BHP Group Ltd ADR 0.0%
Value ($000) $1 Shares 25 Est. Cost $60.00 Unrealized
UA Under Armour Inc Ordinary Shares - Class C 0.0%
Value ($000) $1 Shares 216 Est. Cost $15.65 Unrealized -57.7%
EXK Endeavour Silver Corp. Ordinary Shares 0.0%
Value ($000) $1 Shares 400 Est. Cost $4.70 Unrealized -30.8%
TME Tencent Music Entertainment Group ADR 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
JCI Johnson Controls International Plc Registered Shares 0.0%
Value ($000) $1 Shares 21 Est. Cost $69.63 Unrealized -5.5%
RIVN Rivian Automotive Inc Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.45 Unrealized 0.0%
HOG Harley-davidson Common 0.0%
Value ($000) $1 Shares 40 Est. Cost $37.32 Unrealized -2.7%
RGR Sturm, Ruger & Co., Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 32 Est. Cost $72.65 Unrealized -39.0%
SOFI Sofi Technologies Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 200 Est. Cost $7.95 Unrealized -11.3%
TWO Two Harbors Investment Corp Ordinary Shares 0.0%
Value ($000) $1 Shares 100 Est. Cost $0.01 Unrealized
ROKU Roku Inc Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 20 Est. Cost $269.73 Unrealized -78.3%
BIL Spdr Series Trust Bloomberg 1-3 Month T-Bill Etf 0.0%
Value ($000) $1 Shares 13 Est. Cost $0.08 Unrealized
ACWX Blackrock Institutional Trust Company N.A. Ishares Msci Acwi Ex US Etf 0.0%
Value ($000) $1 Shares 22 Est. Cost $54.55 Unrealized
AA Alcoa Corp Ordinary Shares 0.0%
Value ($000) $1 Shares 29 Est. Cost $47.93 Unrealized -20.8%
GT Goodyear Tire & Rubber Co. 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.52 Unrealized -2.3%
AAL American Airlines Group Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 100 Est. Cost $19.18 Unrealized -31.5%
IBIT Ishares Bitcoin Trust Beneficial Interest 0.0%
Value ($000) $1 Shares 33 Est. Cost $34.15 Unrealized
Senseonics Holdings Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 2,775 Est. Cost $1.13 Unrealized
NLOP Net Lease Office Properties Ordinary Shares 0.0%
Value ($000) $1 Shares 44 Est. Cost $0.02 Unrealized
NOV Nov Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 55 Est. Cost $13.71 Unrealized +36.7%
Hanesbrands Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 200 Est. Cost $10.89 Unrealized
IVR Invesco Mortgage Capital Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 100 Est. Cost $0.01 Unrealized
Lucid Group Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 350 Est. Cost $14.29 Unrealized
SCHH Schwab Strategic Trust U.S. Reit Etf 0.0%
Value ($000) $1 Shares 43 Est. Cost $34.88 Unrealized
ABAT American Battery Technology Company Ordinary Shares 0.0%
Value ($000) $1 Shares 667 Est. Cost $5.16 Unrealized -73.2%
LILMF Lilium N.V Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.06 Unrealized -11.7%
ARKW Ark Investment Management LLC Next Generation Internet Etf 0.0%
Value ($000) $1 Shares 10 Est. Cost $0.10 Unrealized
SE Sea Ltd ADR 0.0%
Value ($000) $1 Shares 10 Est. Cost $0.10 Unrealized
IDRV Ishares Trust Self-Driving Ev And Tech Etf 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
BHC Bausch Health Companies Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 100 Est. Cost $22.51 Unrealized -66.4%
RIG Transocean Ltd Ordinary Shares 0.0%
Value ($000) $1 Shares 127 Est. Cost $3.53 Unrealized +63.5%
KRRO Korro Bio Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 20 Est. Cost $32.95 Unrealized +67.7%
IRWD Ironwood Pharmaceuticals Inc Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.27 Unrealized -42.3%
WAB Westinghouse Air Brake Technologies Corp Ordinary Shares 0.0%
Value ($000) $1 Shares 4 Est. Cost $134.20 Unrealized +18.1%
KFRC Kforce Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 10 Est. Cost $71.78 Unrealized -11.5%
AG First Majestic Silver Corporation Ordinary Shares 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.92 Unrealized -42.1%
SROI Calamos Etf Trust Antetokounmpo Global Sustainable Equities 0.0%
Value ($000) $1 Shares 20 Est. Cost $0.05 Unrealized
ONL Orion Office Reit Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 157 Est. Cost $0.00 Unrealized
UROY Uranium Royalty Corp Ordinary Shares 0.0%
Value ($000) $1 Shares 250 Est. Cost $2.39 Unrealized +3.9%
Sandstorm Gold Ltd Ordinary Shares 0.0%
Value ($000) $1 Shares 100 Est. Cost $0.01 Unrealized
CRSP Crispr Therapeutics Ag Ordinary Shares 0.0%
Value ($000) $1 Shares 10 Est. Cost $55.02 Unrealized +5.1%
SNAP Snap Inc Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 31 Est. Cost $14.35 Unrealized 0.0%
Ageagle Aerial Systems Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $0.00 Unrealized
Chargepoint Holdings Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 310 Est. Cost $16.13 Unrealized
ESPR Esperion Therapeutics Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 200 Est. Cost $1.30 Unrealized +81.4%
Avinger Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 225 Est. Cost $0.00 Unrealized
NOK Nokia Corp. 0.0%
Value ($000) $0 Shares 100 Est. Cost $3.78 Unrealized
AIG American International Group Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 5 Est. Cost $73.69 Unrealized 0.0%
KSS Kohls Corp. 0.0%
Value ($000) $0 Shares 16 Est. Cost $24.15 Unrealized 0.0%
AVNS Avanos Medical Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 18 Est. Cost $19.48 Unrealized 0.0%
CGEN Compugen Ltd Ordinary Shares 0.0%
Value ($000) $0 Shares 200 Est. Cost $2.33 Unrealized -10.6%
Tilray Brands Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 169 Est. Cost $1.66 Unrealized
MAR Marriott International, Inc. Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 1 Est. Cost $236.12 Unrealized 0.0%
AROW Arrow Financial Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 9 Est. Cost $22.26 Unrealized 0.0%
CRON Cronos Group Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.58 Unrealized 0.0%
FTRE Fortrea Holdings Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 10 Est. Cost $31.04 Unrealized 0.0%
NLY Annaly Capital Management Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 12 Est. Cost $19.08 Unrealized
LXU Lsb Industries, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 26 Est. Cost $8.74 Unrealized 0.0%
JAZZ Jazz Pharmaceuticals Plc Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $109.94 Unrealized 0.0%
TDC Teradata Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 6 Est. Cost $34.90 Unrealized 0.0%
Spirit Airlines Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 55 Est. Cost $3.65 Unrealized
WRAP Wrap Technologies Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 100 Est. Cost $1.74 Unrealized 0.0%
WDS Woodside Energy Group Ltd ADR 0.0%
Value ($000) $0 Shares 9 Est. Cost $18.78 Unrealized
CMP Compass Minerals International Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 15 Est. Cost $12.90 Unrealized 0.0%
DHC Diversified Healthcare Trust Ordinary Shares 0.0%
Value ($000) $0 Shares 50 Est. Cost $3.06 Unrealized
Gan Limited Ordinary Shares 0.0%
Value ($000) $0 Shares 100 Est. Cost $1.48 Unrealized
MMATQ Meta Materials Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 49 Est. Cost $3.11 Unrealized 0.0%
OVV Ovintiv Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $50.34 Unrealized 0.0%
HAS Hasbro, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $55.63 Unrealized 0.0%
Royce Global Value Trust Inc 0.0%
Value ($000) $0 Shares 9 Est. Cost $11.11 Unrealized
FNKO Funko Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 10 Est. Cost $7.76 Unrealized 0.0%
CGC Canopy Growth Corporation Ordinary Shares 0.0%
Value ($000) $0 Shares 15 Est. Cost $8.60 Unrealized 0.0%
ASAIY Sendas Distribuidora S.A. ADR 0.0%
Value ($000) $0 Shares 10 Est. Cost $9.30 Unrealized
RIOT Riot Platforms Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 10 Est. Cost $10.09 Unrealized 0.0%
AAUAF Almaden Minerals Ltd Ordinary Shares 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $0.11 Unrealized 0.0%
SONY Sony Group Corporation ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $85.00 Unrealized
ACB Aurora Cannabis Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 15 Est. Cost $6.33 Unrealized 0.0%
Tupperware Brands Corporation Ordinary Shares 0.0%
Value ($000) $0 Shares 37 Est. Cost $1.41 Unrealized
LILWF Lilium N.V Warrants (14/09/2026) 0.0%
Value ($000) $0 Shares 333 Est. Cost $0.08 Unrealized
Almacenes Exito S.A. ADR 0.0%
Value ($000) $0 Shares 5 Est. Cost $4.20 Unrealized
REZI Resideo Technologies Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $20.69 Unrealized 0.0%
Alzamend Neuro Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 40 Est. Cost $0.40 Unrealized
Companhia Brasileira DE Distribuicao. ADR (Ordinary Shares) 0.0%
Value ($000) $0 Shares 10 Est. Cost $0.40 Unrealized