City State Bank Diversified Active

CIK: 0001910666 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 10, 2024

Total Value ($000): $274,423 (100.0% shares, 0.0% debt)

Holdings (740)

AAPL Apple Inc Ordinary Shares 4.7%
Value ($000) $12,944 Shares 55,553 Est. Cost $154.50 Unrealized +43.7%
BIV Vanguard Group, Inc. Intermediate-Term Bond Etf 3.7%
Value ($000) $10,289 Shares 131,282 Est. Cost $26.73 Unrealized
DFCF Dimensional Etf Trust Core Fixed Income 2.8%
Value ($000) $7,565 Shares 175,160 Est. Cost $40.92 Unrealized
BSV Vanguard Group, Inc. Short-Term Bond Etf 2.7%
Value ($000) $7,449 Shares 94,659 Est. Cost $13.69 Unrealized
BND Vanguard Total Bond Market Etf 2.6%
Value ($000) $7,091 Shares 94,413 Est. Cost $40.65 Unrealized
AGG Blackrock Institutional Trust Company N.A. Ishares Core U.S. Aggregate Bond Etf 2.5%
Value ($000) $6,881 Shares 67,945 Est. Cost $38.87 Unrealized
BNDX Vanguard Group, Inc. Total International Bond Etf 2.4%
Value ($000) $6,547 Shares 130,212 Est. Cost $12.87 Unrealized
VWOB Vanguard Group, Inc. Emerging Markets Government Bond Etf 2.4%
Value ($000) $6,529 Shares 98,375 Est. Cost $34.36 Unrealized
VIG Vanguard Group, Inc. Dividend Appreciation Ftf 2.3%
Value ($000) $6,420 Shares 32,415 Est. Cost $146.23 Unrealized
VYM Vanguard High Dividend Yield Etf 2.3%
Value ($000) $6,318 Shares 49,282 Est. Cost $87.29 Unrealized
STIP Blackrock Institutional Trust Company N.A. Ishares 0-5 Year Tips Bond Etf 2.1%
Value ($000) $5,854 Shares 57,773 Est. Cost $89.51 Unrealized
BRK/B Berkshire Hathaway Inc. Ordinary Shares - Class B 2.0%
Value ($000) $5,479 Shares 11,904 Est. Cost $302.93 Unrealized +46.0%
MSFT Microsoft 1.9%
Value ($000) $5,089 Shares 11,827 Est. Cost $307.98 Unrealized +37.4%
DFAT Dimensional Etf Trust U.S. Targeted Value 1.8%
Value ($000) $4,876 Shares 87,659 Est. Cost $30.59 Unrealized
EBND Spdr Series Trust Bloomberg Emerging Markets Local Bond Etf 1.7%
Value ($000) $4,589 Shares 215,732 Est. Cost $2.87 Unrealized
LNT Alliant Energy Corp. Ordinary Shares 1.6%
Value ($000) $4,327 Shares 71,290 Est. Cost $50.05 Unrealized +8.7%
NVDA Nvidia Corp Ordinary Shares 1.6%
Value ($000) $4,286 Shares 35,293 Est. Cost $93.74 Unrealized +26.0%
IGIB Blackrock Institutional Trust Company N.A. Ishares 5-10 Year Investment Grade Corporate Bond Etf 1.6%
Value ($000) $4,263 Shares 79,355 Est. Cost $26.00 Unrealized
VTV Vanguard Group, Inc. Value Etf 1.2%
Value ($000) $3,171 Shares 18,163 Est. Cost $131.05 Unrealized
VFH Vanguard Group, Inc. Financials Etf 1.1%
Value ($000) $3,128 Shares 28,456 Est. Cost $95.59 Unrealized
AMZN Amazon.com Inc. Ordinary Shares 1.1%
Value ($000) $3,046 Shares 16,348 Est. Cost $129.97 Unrealized +40.4%
LLY Lilly(eli) & Co Ordinary Shares 1.0%
Value ($000) $2,770 Shares 3,127 Est. Cost $243.92 Unrealized +265.0%
VUG Vanguard Group, Inc. Growth Etf 1.0%
Value ($000) $2,761 Shares 7,191 Est. Cost $288.61 Unrealized
VO Vanguard Group, Inc. Mid-Cap Etf 0.9%
Value ($000) $2,604 Shares 9,871 Est. Cost $241.64 Unrealized
GOOG Alphabet Inc Ordinary Shares - Class C 0.9%
Value ($000) $2,490 Shares 14,896 Est. Cost $127.05 Unrealized +32.4%
SPY Ssga Active Trust Spdr S&p 500 Etf 0.9%
Value ($000) $2,417 Shares 4,212 Est. Cost $448.96 Unrealized
DFSD Dimensional Etf Trust Short-Duration Fixed Income 0.8%
Value ($000) $2,273 Shares 47,616 Est. Cost $42.40 Unrealized
VHT Vanguard Group, Inc. Health Care Etf 0.8%
Value ($000) $2,271 Shares 8,048 Est. Cost $183.43 Unrealized
JNJ Johnson & Johnson 0.8%
Value ($000) $2,187 Shares 13,498 Est. Cost $144.97 Unrealized +5.3%
VMBS Vanguard Group, Inc. Mortgage-Backed Securities Etf 0.8%
Value ($000) $2,117 Shares 44,837 Est. Cost $2.14 Unrealized
COST Costco Wholesale Corp Ordinary Shares 0.7%
Value ($000) $1,984 Shares 2,238 Est. Cost $491.43 Unrealized +75.4%
VB Vanguard Group, Inc. Small Cap Etf 0.7%
Value ($000) $1,976 Shares 8,329 Est. Cost $225.00 Unrealized
VWO Vanguard Group, Inc. Ftse Emerging Markets Etf 0.7%
Value ($000) $1,941 Shares 40,569 Est. Cost $40.34 Unrealized
ABBV Abbvie Inc Ordinary Shares 0.7%
Value ($000) $1,887 Shares 9,555 Est. Cost $108.85 Unrealized +64.2%
IAGG Blackrock Institutional Trust Company N.A. Ishares International Aggregate Bond Fund 0.7%
Value ($000) $1,864 Shares 35,975 Est. Cost $26.10 Unrealized
DFAE Dimensional Etf Trust Emerging Core Equity Market 0.7%
Value ($000) $1,861 Shares 67,879 Est. Cost $13.07 Unrealized
HD Home Depot, Inc. 0.7%
Value ($000) $1,855 Shares 4,579 Est. Cost $332.63 Unrealized +6.0%
JPM JPMorgan Chase & Co. 0.7%
Value ($000) $1,836 Shares 8,708 Est. Cost $145.36 Unrealized +41.0%
VBR Vanguard Group, Inc. Small Cap Value Etf 0.6%
Value ($000) $1,750 Shares 8,714 Est. Cost $160.59 Unrealized
TIP IShares US Treasury Inflation Protected 0.6%
Value ($000) $1,720 Shares 15,570 Est. Cost $116.53 Unrealized
RTX Rtx Corp Ordinary Shares 0.6%
Value ($000) $1,674 Shares 13,814 Est. Cost $86.16 Unrealized +28.9%
VGT Vanguard Group, Inc. Information Technology Etf 0.6%
Value ($000) $1,610 Shares 2,745 Est. Cost $327.10 Unrealized
DFAC Dimensional Etf Trust U.S. Core Equity 2 0.6%
Value ($000) $1,542 Shares 44,975 Est. Cost $18.27 Unrealized
CAT Caterpiller, Inc DEL 0.6%
Value ($000) $1,539 Shares 3,936 Est. Cost $186.50 Unrealized +81.6%
DFIV Dimensional Etf Trust International Value 0.6%
Value ($000) $1,536 Shares 40,333 Est. Cost $18.40 Unrealized
MRK Merck & Co Inc Ordinary Shares 0.5%
Value ($000) $1,362 Shares 11,996 Est. Cost $70.58 Unrealized +60.1%
DFAI Dimensional Etf Trust International Core Equity Market 0.5%
Value ($000) $1,353 Shares 42,565 Est. Cost $13.18 Unrealized
KO Coca Cola Co 0.5%
Value ($000) $1,254 Shares 17,456 Est. Cost $50.39 Unrealized +30.3%
FITB Fifth Third Bancorp Ordinary Shares 0.5%
Value ($000) $1,248 Shares 29,124 Est. Cost $35.49 Unrealized +8.7%
IBB Blackrock Institutional Trust Company N.A. Ishares Biotechnology Etf 0.5%
Value ($000) $1,241 Shares 8,520 Est. Cost $140.56 Unrealized
PFE Pfizer Inc 0.4%
Value ($000) $1,219 Shares 42,114 Est. Cost $35.91 Unrealized -25.7%
VZ Verizon Communications 0.4%
Value ($000) $1,203 Shares 26,796 Est. Cost $40.41 Unrealized -5.0%
SPIP Spdr Series Trust Portfolio Tips Etf 0.4%
Value ($000) $1,197 Shares 45,551 Est. Cost $4.65 Unrealized
DE Deere & Co. 0.4%
Value ($000) $1,194 Shares 2,861 Est. Cost $333.57 Unrealized +10.7%
VEU Vanguard Group, Inc. Ftse All-World ex-US Etf 0.4%
Value ($000) $1,177 Shares 18,679 Est. Cost $51.46 Unrealized
ADP Automatic Data Processing 0.4%
Value ($000) $1,151 Shares 4,159 Est. Cost $207.24 Unrealized +22.3%
LMT Lockheed Martin Corp. 0.4%
Value ($000) $1,124 Shares 1,922 Est. Cost $322.81 Unrealized +60.0%
NEE Nextera Energy Inc Ordinary Shares 0.4%
Value ($000) $1,119 Shares 13,237 Est. Cost $72.82 Unrealized +2.8%
MU Micron Technology Inc. Ordinary Shares 0.4%
Value ($000) $1,103 Shares 10,640 Est. Cost $79.97 Unrealized +30.0%
VEA Vanguard Group, Inc. Ftse Developed Markets Etf 0.4%
Value ($000) $1,070 Shares 20,267 Est. Cost $32.59 Unrealized
WMT Walmart Inc 0.4%
Value ($000) $1,029 Shares 12,741 Est. Cost $52.55 Unrealized +37.9%
META Meta Platforms Inc Ordinary Shares - Class A 0.4%
Value ($000) $1,025 Shares 1,791 Est. Cost $296.79 Unrealized +72.5%
PG Procter & Gamble Co. Ordinary Shares 0.4%
Value ($000) $980 Shares 5,657 Est. Cost $137.65 Unrealized +19.3%
EMB Blackrock Institutional Trust Company N.A. Ishares J.P. Morgan USD Emerging Markets Bond Etf 0.4%
Value ($000) $973 Shares 10,395 Est. Cost $67.11 Unrealized
VPU Vanguard Group, Inc. Utilities Etf 0.3%
Value ($000) $936 Shares 5,376 Est. Cost $134.15 Unrealized
TSM Taiwan Semiconductor Manufacturing LTD 0.3%
Value ($000) $920 Shares 5,295 Est. Cost $12.03 Unrealized
UNH Unitedhealth Group Common 0.3%
Value ($000) $917 Shares 1,569 Est. Cost $442.32 Unrealized +24.0%
CVX Chevron Common 0.3%
Value ($000) $916 Shares 6,217 Est. Cost $100.79 Unrealized +38.9%
AMAT Applied Materials Inc. Ordinary Shares 0.3%
Value ($000) $907 Shares 4,487 Est. Cost $139.59 Unrealized +45.0%
SPEM Ssga Active Trust Spdr Portfolio Emerging Markets Etf 0.3%
Value ($000) $864 Shares 20,936 Est. Cost $14.05 Unrealized
QQQM Invesco Exchange-Traded Fund Trust Ii Nasdaq 100 Etf 0.3%
Value ($000) $858 Shares 4,270 Est. Cost $146.96 Unrealized
IBM IBM Common 0.3%
Value ($000) $829 Shares 3,750 Est. Cost $107.00 Unrealized +76.6%
LOW Lowes Cos, Inc. 0.3%
Value ($000) $820 Shares 3,026 Est. Cost $217.18 Unrealized +8.7%
VOO Vanguard Group, Inc. S&p 500 Etf 0.3%
Value ($000) $813 Shares 1,541 Est. Cost $135.03 Unrealized
PFG Principal Financial Group 0.3%
Value ($000) $808 Shares 9,402 Est. Cost $64.04 Unrealized +19.6%
VIS Vanguard Group, Inc. Industrials Etf 0.3%
Value ($000) $789 Shares 3,032 Est. Cost $191.39 Unrealized
BABA Alibaba Group Holding Ltd ADR 0.3%
Value ($000) $788 Shares 7,422 Est. Cost $0.07 Unrealized
BLV Vanguard Group, Inc. Long-Term Bond Etf 0.3%
Value ($000) $784 Shares 10,424 Est. Cost $56.79 Unrealized
LQD IShares Trust Goldman Sacsh $ Investop Corp Bond Fund 0.3%
Value ($000) $781 Shares 6,910 Est. Cost $3.72 Unrealized
AMGN Amgen, Inc. 0.3%
Value ($000) $770 Shares 2,390 Est. Cost $189.39 Unrealized +65.4%
VAW Vanguard Materials Viper 0.3%
Value ($000) $767 Shares 3,629 Est. Cost $195.86 Unrealized
CB Chubb Limited Ordinary Shares 0.3%
Value ($000) $763 Shares 2,644 Est. Cost $178.04 Unrealized +52.1%
XOM Exxonmobil Corp. 0.3%
Value ($000) $727 Shares 6,200 Est. Cost $54.80 Unrealized +100.8%
PFF Blackrock Institutional Trust Company N.A. Ishares Preferred And Income Securities Etf 0.3%
Value ($000) $723 Shares 21,765 Est. Cost $33.79 Unrealized
UNP Union Pacific Corp. Ordinary Shares 0.3%
Value ($000) $721 Shares 2,925 Est. Cost $222.23 Unrealized +5.6%
TSLA Tesla Inc Ordinary Shares 0.3%
Value ($000) $717 Shares 2,740 Est. Cost $217.64 Unrealized +4.8%
SBUX Starbucks Corp. 0.3%
Value ($000) $708 Shares 7,264 Est. Cost $95.52 Unrealized -13.3%
MCD McDonalds Corp. 0.3%
Value ($000) $691 Shares 2,270 Est. Cost $234.41 Unrealized +13.8%
HON Honeywell International Inc Ordinary Shares 0.2%
Value ($000) $685 Shares 3,312 Est. Cost $184.28 Unrealized +2.2%
CASY Caseys General Stores Inc 0.2%
Value ($000) $674 Shares 1,794 Est. Cost $221.82 Unrealized +67.4%
CRM Salesforce Inc Ordinary Shares 0.2%
Value ($000) $666 Shares 2,433 Est. Cost $249.86 Unrealized +1.6%
BAC Bank of America Corp. 0.2%
Value ($000) $648 Shares 16,341 Est. Cost $40.09 Unrealized -3.3%
SO Southern Co. 0.2%
Value ($000) $633 Shares 7,017 Est. Cost $55.06 Unrealized +48.3%
UPS United Parcel Service, Inc. 0.2%
Value ($000) $629 Shares 4,615 Est. Cost $168.03 Unrealized -28.3%
NTAP Netapp Inc Ordinary Shares 0.2%
Value ($000) $626 Shares 5,065 Est. Cost $81.48 Unrealized +48.6%
MMM 3M Co. Ordinary Shares 0.2%
Value ($000) $617 Shares 4,510 Est. Cost $94.03 Unrealized +26.7%
WEC Wec Energy Group Inc Ordinary Shares 0.2%
Value ($000) $601 Shares 6,253 Est. Cost $79.85 Unrealized +6.0%
V Visa Inc Ordinary Shares - Class A 0.2%
Value ($000) $597 Shares 2,171 Est. Cost $207.62 Unrealized +28.9%
MDT Medtronic Plc Ordinary Shares 0.2%
Value ($000) $596 Shares 6,618 Est. Cost $100.59 Unrealized -19.6%
VV Vanguard Group, Inc. Large Cap Etf 0.2%
Value ($000) $595 Shares 2,260 Est. Cost $220.62 Unrealized
GS Goldman Sachs Group, Inc. Ordinary Shares 0.2%
Value ($000) $591 Shares 1,194 Est. Cost $336.64 Unrealized +41.1%
IVV Blackrock Institutional Trust Company N.A. Ishares Core S&p 500 Etf 0.2%
Value ($000) $566 Shares 982 Est. Cost $476.60 Unrealized
AEP Am Electric Common 0.2%
Value ($000) $555 Shares 5,405 Est. Cost $74.05 Unrealized +25.6%
MO Altria Group Inc. 0.2%
Value ($000) $548 Shares 10,737 Est. Cost $33.25 Unrealized +36.9%
PEY Invesco Capital Management LLC High Yield Equity Dividend Achievers Etf 0.2%
Value ($000) $538 Shares 24,525 Est. Cost $19.02 Unrealized
TRV Travelers Companies Inc. Ordinary Shares 0.2%
Value ($000) $535 Shares 2,286 Est. Cost $145.22 Unrealized +48.3%
IJH Blackrock Institutional Trust Company N.A. Ishares Core S&p Mid-Cap Etf 0.2%
Value ($000) $528 Shares 8,470 Est. Cost $56.46 Unrealized
VCSH Vanguard Short-term Corporate Bond Idx Fund Etf 0.2%
Value ($000) $522 Shares 6,570 Est. Cost $44.66 Unrealized
CRWD Crowdstrike Holdings Inc Ordinary Shares - Class A 0.2%
Value ($000) $520 Shares 1,853 Est. Cost $184.63 Unrealized +53.9%
ABT Abbott Labs 0.2%
Value ($000) $518 Shares 4,543 Est. Cost $118.57 Unrealized -9.7%
DGRO Blackrock Institutional Trust Company N.A. Ishares Core Dividend Growth Etf 0.2%
Value ($000) $516 Shares 8,225 Est. Cost $51.32 Unrealized
SNOW Snowflake Inc Ordinary Shares - Class A 0.2%
Value ($000) $507 Shares 4,414 Est. Cost $163.04 Unrealized -24.6%
BMY Bristol-Myers Squibb Co. 0.2%
Value ($000) $500 Shares 9,670 Est. Cost $49.93 Unrealized -12.6%
DFLV Dimensional Etf Trust US Large Cap Value 0.2%
Value ($000) $492 Shares 15,985 Est. Cost $29.41 Unrealized
DFGP Dimensional Etf Trust Global Core Plus Fixed Income 0.2%
Value ($000) $485 Shares 8,800 Est. Cost $55.10 Unrealized
DUHP Dimensional Etf Trust US High Profitability 0.2%
Value ($000) $480 Shares 14,078 Est. Cost $16.75 Unrealized
NKE Nike, Inc. Ordinary Shares - Class B 0.2%
Value ($000) $479 Shares 5,422 Est. Cost $98.47 Unrealized -22.8%
VIGI Vanguard Group, Inc. International Dividend Appreciation Etf 0.2%
Value ($000) $477 Shares 5,405 Est. Cost $46.74 Unrealized
AMD Advanced Micro Devices Inc. Ordinary Shares 0.2%
Value ($000) $473 Shares 2,882 Est. Cost $99.04 Unrealized +53.4%
ENB Enbridge Inc Ordinary Shares 0.2%
Value ($000) $463 Shares 11,413 Est. Cost $31.64 Unrealized +12.3%
MGK Vanguard Group, Inc. Mega Cap Growth Etf 0.2%
Value ($000) $463 Shares 1,437 Est. Cost $142.06 Unrealized
BDX Becton Dickinson & Co. Ordinary Shares 0.2%
Value ($000) $456 Shares 1,893 Est. Cost $224.90 Unrealized +1.2%
ADBE Adobe Inc Ordinary Shares 0.2%
Value ($000) $453 Shares 874 Est. Cost $514.47 Unrealized +6.6%
DOV Dover Corp. Ordinary Shares 0.2%
Value ($000) $445 Shares 2,319 Est. Cost $160.92 Unrealized +11.5%
MRVL Marvell Technology Inc Ordinary Shares 0.2%
Value ($000) $444 Shares 6,163 Est. Cost $42.09 Unrealized +63.3%
ED Consolidated Edison, Inc. 0.2%
Value ($000) $441 Shares 4,239 Est. Cost $69.34 Unrealized +36.2%
USB US Bancorp DEL 0.2%
Value ($000) $433 Shares 9,476 Est. Cost $43.60 Unrealized -5.7%
MELI Mercadolibre Inc Ordinary Shares 0.2%
Value ($000) $431 Shares 210 Est. Cost $1579.83 Unrealized +19.2%
T AT&T, Inc. 0.2%
Value ($000) $427 Shares 19,395 Est. Cost $14.67 Unrealized +28.0%
IWF Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Growth Etf 0.2%
Value ($000) $419 Shares 1,116 Est. Cost $170.60 Unrealized
WM Waste Management, Inc. Ordinary Shares 0.2%
Value ($000) $412 Shares 1,986 Est. Cost $152.30 Unrealized +34.1%
IUSB Blackrock Institutional Trust Company N.A. Ishares Core Total USD Bond Market Etf 0.1%
Value ($000) $405 Shares 8,597 Est. Cost $49.43 Unrealized
TXN Texas Instruments, Inc. 0.1%
Value ($000) $398 Shares 1,926 Est. Cost $170.14 Unrealized +13.4%
SPGI S&p Global INC CORP 0.1%
Value ($000) $391 Shares 757 Est. Cost $443.50 Unrealized +10.5%
DFAU Dimensional Etf Trust US Core Equity Market 0.1%
Value ($000) $375 Shares 9,437 Est. Cost $30.92 Unrealized
CMI Cummins Inc. Ordinary Shares 0.1%
Value ($000) $365 Shares 1,127 Est. Cost $205.83 Unrealized +39.9%
PEP PepsiCo, Inc. 0.1%
Value ($000) $364 Shares 2,140 Est. Cost $148.21 Unrealized +9.9%
IHAK Ishares Trust Cybersecurity And Tech Etf 0.1%
Value ($000) $360 Shares 7,390 Est. Cost $41.99 Unrealized
IEMG Blackrock Institutional Trust Company N.A. Ishares Core Msci Emerging Markets Etf 0.1%
Value ($000) $359 Shares 6,250 Est. Cost $23.23 Unrealized
KMB Kimberly-Clark Corp. Ordinary Shares 0.1%
Value ($000) $353 Shares 2,482 Est. Cost $115.34 Unrealized +16.3%
MS Morgan Stanley Ordinary Shares 0.1%
Value ($000) $347 Shares 3,328 Est. Cost $86.63 Unrealized +11.9%
IDEV Ishares Trust Core Msci International Developed Markets Etf 0.1%
Value ($000) $345 Shares 4,877 Est. Cost $14.26 Unrealized
GOVT Blackrock Institutional Trust Company N.A. Ishares U.S. Treasury Bond Etf 0.1%
Value ($000) $334 Shares 14,241 Est. Cost $11.09 Unrealized
AXP American Express Co. 0.1%
Value ($000) $328 Shares 1,210 Est. Cost $161.79 Unrealized +51.5%
MA Mastercard Incorporated Ordinary Shares - Class A 0.1%
Value ($000) $324 Shares 657 Est. Cost $337.07 Unrealized +37.0%
CI Cigna Group (The) Ordinary Shares 0.1%
Value ($000) $320 Shares 923 Est. Cost $209.74 Unrealized +59.7%
F Ford Motor Company Common 0.1%
Value ($000) $319 Shares 30,237 Est. Cost $13.72 Unrealized -23.9%
MBB Blackrock Institutional Trust Company N.A. Ishares Mbs Etf 0.1%
Value ($000) $317 Shares 3,307 Est. Cost $19.93 Unrealized
GILD Gilead Sciences, Inc. 0.1%
Value ($000) $308 Shares 3,675 Est. Cost $58.23 Unrealized +25.5%
COP Conoco Phillips Ordinary Shares 0.1%
Value ($000) $307 Shares 2,920 Est. Cost $67.63 Unrealized +55.4%
BA Boeing Co Common 0.1%
Value ($000) $300 Shares 1,975 Est. Cost $204.91 Unrealized -16.3%
VOE Vanguard Group, Inc. Mid-Cap Value Etf 0.1%
Value ($000) $300 Shares 1,790 Est. Cost $144.82 Unrealized
GE Ge Aerospace Ordinary Shares 0.1%
Value ($000) $285 Shares 1,513 Est. Cost $68.92 Unrealized +143.7%
DD Dupont DE Nemours Inc Ordinary Shares 0.1%
Value ($000) $284 Shares 3,183 Est. Cost $28.86 Unrealized +14.3%
IWM Blackrock Institutional Trust Company N.A. Ishares Russell 2000 Etf 0.1%
Value ($000) $279 Shares 1,262 Est. Cost $219.38 Unrealized
DIS Disney Walt Co. 0.1%
Value ($000) $279 Shares 2,896 Est. Cost $134.26 Unrealized -32.5%
MET Metlife Inc Ordinary Shares 0.1%
Value ($000) $278 Shares 3,366 Est. Cost $55.38 Unrealized +29.8%
PAYX Paychex Inc. Ordinary Shares 0.1%
Value ($000) $273 Shares 2,038 Est. Cost $110.07 Unrealized +10.8%
IJR Blackrock Institutional Trust Company N.A. Ishares Core S&p Small-Cap Etf 0.1%
Value ($000) $273 Shares 2,333 Est. Cost $114.36 Unrealized
BX Blackstone Inc Ordinary Shares 0.1%
Value ($000) $268 Shares 1,747 Est. Cost $116.12 Unrealized +15.1%
Discover Financial Services Ordinary Shares 0.1%
Value ($000) $265 Shares 1,892 Est. Cost $115.50 Unrealized
PM Philip Morris International Inc Ordinary Shares 0.1%
Value ($000) $265 Shares 2,183 Est. Cost $76.31 Unrealized +43.9%
IEFA Blackrock Institutional Trust Company N.A. Ishares Core Msci Eafe Etf 0.1%
Value ($000) $259 Shares 3,320 Est. Cost $74.70 Unrealized
MLM Martin Marietta Materials, Inc. Ordinary Shares 0.1%
Value ($000) $259 Shares 481 Est. Cost $391.29 Unrealized +37.0%
QQQ Invesco Capital Management LLC Qqq Trust Series 1 0.1%
Value ($000) $257 Shares 527 Est. Cost $297.91 Unrealized
VOT Vanguard Group, Inc. Mid-Cap Growth Etf 0.1%
Value ($000) $256 Shares 1,052 Est. Cost $206.64 Unrealized
WYNN Wynn Resorts Ltd. Ordinary Shares 0.1%
Value ($000) $247 Shares 2,580 Est. Cost $79.75 Unrealized -0.6%
GD General Dynamics Corp. 0.1%
Value ($000) $245 Shares 812 Est. Cost $186.96 Unrealized +53.2%
GOOGL Alphabet Inc Ordinary Shares - Class A 0.1%
Value ($000) $244 Shares 1,474 Est. Cost $111.26 Unrealized +49.9%
HEFA Blackrock Institutional Trust Company N.A. Ishares Currency Hedged Msci Eafe Etf 0.1%
Value ($000) $244 Shares 6,900 Est. Cost $35.31 Unrealized
PPG PPG Industries, Inc. Ordinary Shares 0.1%
Value ($000) $244 Shares 1,840 Est. Cost $141.74 Unrealized -13.9%
FISV Fiserv, Inc. 0.1%
Value ($000) $242 Shares 1,345 Est. Cost $102.76 Unrealized +60.5%
AVGO Broadcom Inc Ordinary Shares 0.1%
Value ($000) $238 Shares 1,380 Est. Cost $150.45 Unrealized +5.0%
AXON Axon Enterprise Inc Ordinary Shares 0.1%
Value ($000) $232 Shares 580 Est. Cost $167.89 Unrealized +105.3%
GLD Ssga Active Trust Spdr Gold Shares Etf 0.1%
Value ($000) $228 Shares 936 Est. Cost $139.71 Unrealized
DUK Duke Energy Hldg Common 0.1%
Value ($000) $225 Shares 1,951 Est. Cost $85.91 Unrealized +23.3%
PCY Invesco Capital Management LLC Emerging Markets Sovereign Debt Etf 0.1%
Value ($000) $220 Shares 10,250 Est. Cost $13.39 Unrealized
DVN Devon Energy Corp. Ordinary Shares 0.1%
Value ($000) $210 Shares 5,375 Est. Cost $45.96 Unrealized -8.3%
CSCO Cisco Systems, Inc. 0.1%
Value ($000) $207 Shares 3,891 Est. Cost $50.43 Unrealized -7.2%
VLO Valero Energy Corp. Ordinary Shares 0.1%
Value ($000) $205 Shares 1,515 Est. Cost $65.12 Unrealized +114.0%
FDX Fedex Corp Ordinary Shares 0.1%
Value ($000) $199 Shares 728 Est. Cost $210.05 Unrealized +33.9%
VSS Vanguard Group, Inc. Ftse All-World Ex-US Small Capital Index Fund Etf 0.1%
Value ($000) $197 Shares 1,561 Est. Cost $131.80 Unrealized
TM Toyota Motor Corp - Adr 0.1%
Value ($000) $196 Shares 1,100 Est. Cost $179.61 Unrealized
MDLZ Mondelez International Inc. Ordinary Shares - Class A 0.1%
Value ($000) $196 Shares 2,663 Est. Cost $56.14 Unrealized +19.7%
ROK Rockwell Automation Inc Ordinary Shares 0.1%
Value ($000) $196 Shares 730 Est. Cost $246.03 Unrealized +5.4%
IWD Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Value Etf 0.1%
Value ($000) $193 Shares 1,018 Est. Cost $161.56 Unrealized
ZBH Zimmer Biomet Holdings INC CORP 0.1%
Value ($000) $191 Shares 1,772 Est. Cost $125.12 Unrealized -14.0%
WFC Wells Fargo & Co. Common Stock 0.1%
Value ($000) $191 Shares 3,379 Est. Cost $41.26 Unrealized +32.9%
MPC Marathon Petroleum Corp Ordinary Shares 0.1%
Value ($000) $184 Shares 1,128 Est. Cost $61.38 Unrealized +167.1%
HUM Humana Inc. Ordinary Shares 0.1%
Value ($000) $184 Shares 580 Est. Cost $356.07 Unrealized -2.0%
DFUS Dimensional Etf Trust U.S. Equity Market 0.1%
Value ($000) $182 Shares 2,930 Est. Cost $9.43 Unrealized
NTR Nutrien Ltd Ordinary Shares 0.1%
Value ($000) $181 Shares 3,765 Est. Cost $61.88 Unrealized -25.4%
CASH Pathward Financial Inc Ordinary Shares 0.1%
Value ($000) $181 Shares 2,740 Est. Cost $58.81 Unrealized +8.9%
NOC Northrop Grumman Corp. Ordinary Shares 0.1%
Value ($000) $181 Shares 342 Est. Cost $348.21 Unrealized +37.3%
CVS CVS Health Corp Ordinary Shares 0.1%
Value ($000) $181 Shares 2,872 Est. Cost $80.04 Unrealized -31.0%
TT Trane Technologies Plc Ordinary Shares - Class A 0.1%
Value ($000) $175 Shares 451 Est. Cost $178.56 Unrealized +92.1%
INTC Intel Corp. 0.1%
Value ($000) $175 Shares 7,469 Est. Cost $42.95 Unrealized -42.0%
VDC Vanguard Group, Inc. Consumer Staples Etf 0.1%
Value ($000) $174 Shares 798 Est. Cost $177.33 Unrealized
CAG Conagra Foods 0.1%
Value ($000) $174 Shares 5,360 Est. Cost $27.03 Unrealized +4.4%
BIIB Biogen Inc Ordinary Shares 0.1%
Value ($000) $173 Shares 892 Est. Cost $233.59 Unrealized -10.4%
EFA Blackrock Institutional Trust Company N.A. Ishares Msci Eafe Etf 0.1%
Value ($000) $171 Shares 2,040 Est. Cost $73.36 Unrealized
XLK Ssga Active Trust Technology Select Sector Spdr Etf 0.1%
Value ($000) $170 Shares 755 Est. Cost $212.96 Unrealized
IWB Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Etf 0.1%
Value ($000) $165 Shares 525 Est. Cost $264.12 Unrealized
IEO Blackrock Institutional Trust Company N.A. Ishares U.S. Oil & Gas Exploration Production Etf 0.1%
Value ($000) $165 Shares 1,800 Est. Cost $99.07 Unrealized
BK Bank of New York Mellon Corp 0.1%
Value ($000) $162 Shares 2,261 Est. Cost $51.03 Unrealized +25.1%
ORCL Oracle Corp. 0.1%
Value ($000) $162 Shares 950 Est. Cost $89.43 Unrealized +60.0%
C Citigroup Inc Ordinary Shares 0.1%
Value ($000) $159 Shares 2,544 Est. Cost $47.99 Unrealized +23.8%
IMCG Blackrock Institutional Trust Company N.A. Ishares Morningstar Mid-Cap Growth Etf 0.1%
Value ($000) $157 Shares 2,148 Est. Cost $73.09 Unrealized
IWN Blackrock Institutional Trust Company N.A. Ishares Russell 2000 Value Etf 0.1%
Value ($000) $157 Shares 939 Est. Cost $148.47 Unrealized
PSA Public Storage. Ordinary Shares 0.1%
Value ($000) $156 Shares 430 Est. Cost $306.57 Unrealized 0.0%
DOW Dow Inc Ordinary Shares 0.1%
Value ($000) $155 Shares 2,837 Est. Cost $45.08 Unrealized +6.3%
ADI Analog Devices Inc. Ordinary Shares 0.1%
Value ($000) $155 Shares 673 Est. Cost $173.36 Unrealized +27.0%
GIS General Mills Inc. 0.1%
Value ($000) $153 Shares 2,077 Est. Cost $55.82 Unrealized +17.6%
SLV Blackrock Institutional Trust Company N.A. Ishares Silver 0.1%
Value ($000) $152 Shares 5,366 Est. Cost $18.50 Unrealized
CMG Chipotle Mexican Grill Ordinary Shares 0.1%
Value ($000) $152 Shares 2,635 Est. Cost $59.34 Unrealized -6.7%
SPYG Spdr Series Trust Portfolio S&p 500 Growth Etf 0.1%
Value ($000) $150 Shares 1,808 Est. Cost $80.13 Unrealized
WTBA West Bancorporation 0.1%
Value ($000) $149 Shares 7,855 Est. Cost $30.73 Unrealized -37.6%
PGR Progressive Corp. Ordinary Shares 0.1%
Value ($000) $147 Shares 578 Est. Cost $94.29 Unrealized +127.1%
DG Dollar General Corp. Ordinary Shares 0.1%
Value ($000) $146 Shares 1,730 Est. Cost $174.35 Unrealized -39.2%
CTVA Corteva Inc Ordinary Shares 0.1%
Value ($000) $144 Shares 2,450 Est. Cost $43.66 Unrealized +23.2%
PRU Prudential Financial Inc. Ordinary Shares 0.1%
Value ($000) $144 Shares 1,189 Est. Cost $88.82 Unrealized +24.5%
VDE Vanguard Group, Inc. Energy Etf 0.1%
Value ($000) $143 Shares 1,167 Est. Cost $77.35 Unrealized
VTWG Vanguard Group, Inc. Russell 2000 Growth Index Etf 0.1%
Value ($000) $142 Shares 686 Est. Cost $209.39 Unrealized
ISCV Blackrock Institutional Trust Company N.A. Ishares Morningstar Small-Cap Value Etf 0.1%
Value ($000) $139 Shares 2,196 Est. Cost $59.65 Unrealized
NVO Novo Nordisk A/S 0.1%
Value ($000) $139 Shares 1,170 Est. Cost $5.00 Unrealized
WELL Welltower Inc. Ordinary Shares 0.0%
Value ($000) $135 Shares 1,058 Est. Cost $61.54 Unrealized +85.0%
DFAX Dimensional Etf Trust World Ex U.S. Core Equity 2 0.0%
Value ($000) $135 Shares 5,000 Est. Cost $0.02 Unrealized
BP BP 0.0%
Value ($000) $135 Shares 4,293 Est. Cost $24.90 Unrealized
RACE Ferrari N.V. Ordinary Shares 0.0%
Value ($000) $134 Shares 285 Est. Cost $208.60 Unrealized +115.0%
CL Colgate Polmolive Co. 0.0%
Value ($000) $133 Shares 1,284 Est. Cost $70.92 Unrealized +39.5%
IVE Blackrock Institutional Trust Company N.A. Ishares S&p 500 Value Etf 0.0%
Value ($000) $133 Shares 676 Est. Cost $156.80 Unrealized
FXG First Trust Exchange-Traded Fund Iii Consumer Staples Alphadex 0.0%
Value ($000) $133 Shares 1,945 Est. Cost $0.06 Unrealized
PNC PNC Financial Services Group, Inc. 0.0%
Value ($000) $131 Shares 710 Est. Cost $174.29 Unrealized -3.9%
PSX Phillips 66 Ordinary Shares 0.0%
Value ($000) $130 Shares 987 Est. Cost $79.38 Unrealized +61.8%
CARR Carrier Global Corp Ordinary Shares 0.0%
Value ($000) $129 Shares 1,607 Est. Cost $50.95 Unrealized +34.5%
WY Weyerhaeuser Co. Ordinary Shares 0.0%
Value ($000) $126 Shares 3,733 Est. Cost $32.09 Unrealized -8.3%
PEG Public Service Enterprise Group Inc. Ordinary Shares 0.0%
Value ($000) $125 Shares 1,401 Est. Cost $55.47 Unrealized +37.7%
ADM Archer Daniels Midland Co. Ordinary Shares 0.0%
Value ($000) $123 Shares 2,060 Est. Cost $56.44 Unrealized +2.5%
VNQ Vanguard Group, Inc. Real Estate Index Fund Etf 0.0%
Value ($000) $120 Shares 1,231 Est. Cost $112.12 Unrealized
XLP Ssga Active Trust Consumer Staples Select Sector Spdr 0.0%
Value ($000) $118 Shares 1,425 Est. Cost $46.19 Unrealized
VTRS Viatris Inc Ordinary Shares 0.0%
Value ($000) $118 Shares 10,142 Est. Cost $10.95 Unrealized -1.3%
ITA Blackrock Institutional Trust Company N.A. Ishares U.S. Aerospace & Defense Etf 0.0%
Value ($000) $117 Shares 785 Est. Cost $89.22 Unrealized
COR Cencora Inc. Ordinary Shares 0.0%
Value ($000) $117 Shares 518 Est. Cost $118.92 Unrealized +93.1%
NEM Newmont Corp Ordinary Shares 0.0%
Value ($000) $116 Shares 2,170 Est. Cost $33.56 Unrealized +44.2%
IXG Blackrock Institutional Trust Company N.A. Ishares Global Financials Etf 0.0%
Value ($000) $116 Shares 1,225 Est. Cost $0.89 Unrealized
XEL Xcel Energy Common 0.0%
Value ($000) $115 Shares 1,766 Est. Cost $56.78 Unrealized -0.4%
STZ Constellation Brands Inc Ordinary Shares - Class A 0.0%
Value ($000) $113 Shares 439 Est. Cost $212.48 Unrealized +13.1%
PKG Packaging Corp Amer Common 0.0%
Value ($000) $113 Shares 524 Est. Cost $122.50 Unrealized +56.6%
RSP Invesco Capital Management LLC S&p 500 Equal Weight Etf 0.0%
Value ($000) $113 Shares 629 Est. Cost $149.32 Unrealized
ZVRA Zevra Therapeutics Inc Ordinary Shares 0.0%
Value ($000) $113 Shares 16,224 Est. Cost $8.50 Unrealized -20.2%
SCHW Charles Schwab Corp. Ordinary Shares 0.0%
Value ($000) $111 Shares 1,710 Est. Cost $54.22 Unrealized +19.1%
Lam Research Corp. Ordinary Shares 0.0%
Value ($000) $109 Shares 134 Est. Cost $606.48 Unrealized
RBLX Roblox Corporation Ordinary Shares - Class A 0.0%
Value ($000) $107 Shares 2,428 Est. Cost $42.82 Unrealized -2.6%
EEM Blackrock Institutional Trust Company N.A. Ishares Msci Emerging Markets Etf 0.0%
Value ($000) $107 Shares 2,330 Est. Cost $2.46 Unrealized
D Dominion Energy Inc Ordinary Shares 0.0%
Value ($000) $104 Shares 1,806 Est. Cost $54.66 Unrealized -6.4%
KIM Kimco Realty Corporation Ordinary Shares 0.0%
Value ($000) $102 Shares 4,413 Est. Cost $19.16 Unrealized +8.0%
KRE Spdr Series Trust S&p Regional Banking Etf 0.0%
Value ($000) $102 Shares 1,800 Est. Cost $0.04 Unrealized
O Realty Income Corp. Ordinary Shares 0.0%
Value ($000) $101 Shares 1,600 Est. Cost $55.36 Unrealized -0.6%
ISRG Intuitive Surgical Inc Ordinary Shares 0.0%
Value ($000) $101 Shares 206 Est. Cost $342.00 Unrealized +36.1%
SRTA Blade Air Mobility Inc Ordinary Shares - Class A 0.0%
Value ($000) $101 Shares 34,400 Est. Cost $3.18 Unrealized 0.0%
POR Portland General Electric Co Ordinary Shares 0.0%
Value ($000) $101 Shares 2,105 Est. Cost $43.70 Unrealized 0.0%
ILCB Blackrock Institutional Trust Company N.A. Ishares Morningstar U.S. Equity Etf 0.0%
Value ($000) $100 Shares 1,268 Est. Cost $66.25 Unrealized
NVS Novartis Ag ADR 0.0%
Value ($000) $98 Shares 855 Est. Cost $87.64 Unrealized
CEG Constellation Energy Corporation Ordinary Shares 0.0%
Value ($000) $96 Shares 371 Est. Cost $82.66 Unrealized +138.5%
PYPL Paypal Holdings Inc Ordinary Shares 0.0%
Value ($000) $94 Shares 1,206 Est. Cost $142.23 Unrealized -53.1%
XLV Ssga Active Trust Health Care Select Sector Spdr 0.0%
Value ($000) $93 Shares 603 Est. Cost $145.62 Unrealized
FANG Diamondback Energy Inc Ordinary Shares 0.0%
Value ($000) $91 Shares 525 Est. Cost $120.96 Unrealized +53.0%
UAA Under Armour Inc 0.0%
Value ($000) $90 Shares 10,063 Est. Cost $7.28 Unrealized +2.2%
NFLX Netflix Inc. Ordinary Shares 0.0%
Value ($000) $88 Shares 124 Est. Cost $46.86 Unrealized +42.7%
QCOM Qualcomm, Inc. 0.0%
Value ($000) $87 Shares 513 Est. Cost $146.36 Unrealized +16.9%
SYY Sysco Corp. 0.0%
Value ($000) $87 Shares 1,116 Est. Cost $68.78 Unrealized +4.9%
G Genpact Ltd Ordinary Shares 0.0%
Value ($000) $86 Shares 2,201 Est. Cost $38.74 Unrealized -8.3%
ELV Anthem, Inc 0.0%
Value ($000) $86 Shares 165 Est. Cost $423.08 Unrealized +23.1%
IWO Blackrock Institutional Trust Company N.A. Ishares Russell 2000 Growth Etf 0.0%
Value ($000) $85 Shares 300 Est. Cost $206.67 Unrealized
PRI Primerica Inc Ordinary Shares 0.0%
Value ($000) $84 Shares 318 Est. Cost $158.57 Unrealized +59.3%
DAL Delta Air Lines, Inc. Ordinary Shares 0.0%
Value ($000) $83 Shares 1,630 Est. Cost $38.51 Unrealized +11.3%
ALL Allstate Common 0.0%
Value ($000) $80 Shares 423 Est. Cost $113.63 Unrealized +52.1%
AAP Advance Auto Parts Inc Ordinary Shares 0.0%
Value ($000) $78 Shares 2,000 Est. Cost $51.16 Unrealized 0.0%
OTIS Otis Worldwide Corp Ordinary Shares 0.0%
Value ($000) $78 Shares 748 Est. Cost $78.43 Unrealized +18.6%
STX Seagate Technology Holdings Plc Ordinary Shares 0.0%
Value ($000) $77 Shares 705 Est. Cost $58.30 Unrealized +69.7%
LYB Lyondellbasell Industries NV Ordinary Shares - Class A 0.0%
Value ($000) $77 Shares 805 Est. Cost $68.69 Unrealized +23.9%
OXY Occidental Petroleum Corp. Ordinary Shares 0.0%
Value ($000) $77 Shares 1,488 Est. Cost $55.22 Unrealized +0.3%
FDN First Trust Exchange-Traded Fund Iii Dow Jones Internet Index 0.0%
Value ($000) $76 Shares 361 Est. Cost $0.15 Unrealized
ZTS Zoetis Inc Ordinary Shares - Class A 0.0%
Value ($000) $75 Shares 383 Est. Cost $188.09 Unrealized -3.6%
WMB Williams Cos Inc Ordinary Shares 0.0%
Value ($000) $74 Shares 1,614 Est. Cost $22.75 Unrealized +83.6%
JD JD.com Inc ADR 0.0%
Value ($000) $74 Shares 1,840 Est. Cost $0.03 Unrealized
EFX Equifax, Inc. Ordinary Shares 0.0%
Value ($000) $73 Shares 250 Est. Cost $270.17 Unrealized +3.3%
DVY Blackrock Institutional Trust Company N.A. Ishares Select Dividend Etf 0.0%
Value ($000) $72 Shares 530 Est. Cost $118.69 Unrealized
VCR Vanguard Group, Inc. Consumer Discretionary Etf 0.0%
Value ($000) $70 Shares 207 Est. Cost $291.10 Unrealized
GEV Ge Vernova Inc. Ordinary Shares 0.0%
Value ($000) $70 Shares 276 Est. Cost $158.10 Unrealized +21.2%
BTI British American Tobacco Plc ADR 0.0%
Value ($000) $70 Shares 1,905 Est. Cost $7.71 Unrealized
VBK Vanguard Group, Inc. Small Cap Growth Etf 0.0%
Value ($000) $70 Shares 260 Est. Cost $257.43 Unrealized
FE Firstenergy Common 0.0%
Value ($000) $69 Shares 1,560 Est. Cost $32.61 Unrealized +22.1%
FXH First Trust Exchange-Traded Fund Iii Health Care Alphadex 0.0%
Value ($000) $66 Shares 593 Est. Cost $0.11 Unrealized
HRL Hormel Foods Corp. Ordinary Shares 0.0%
Value ($000) $65 Shares 2,050 Est. Cost $34.50 Unrealized -12.6%
KR Kroger Co. Ordinary Shares 0.0%
Value ($000) $64 Shares 1,116 Est. Cost $44.95 Unrealized +16.0%
MSEX Middlesex Water Co. Ordinary Shares 0.0%
Value ($000) $63 Shares 967 Est. Cost $106.24 Unrealized -41.6%
XYZ Block Inc Ordinary Shares - Class A 0.0%
Value ($000) $62 Shares 925 Est. Cost $93.90 Unrealized -31.2%
CBOE Cboe Global Markets Inc. Ordinary Shares 0.0%
Value ($000) $61 Shares 300 Est. Cost $135.03 Unrealized +43.9%
ACN Accenture Plc Ordinary Shares - Class A 0.0%
Value ($000) $61 Shares 173 Est. Cost $340.34 Unrealized -5.2%
CM Canadian Imperial Bank Of Commerce Ordinary Shares 0.0%
Value ($000) $61 Shares 995 Est. Cost $51.88 Unrealized 0.0%
EW Edwards Lifesciences Corp Ordinary Shares 0.0%
Value ($000) $61 Shares 917 Est. Cost $105.47 Unrealized -31.1%
DDOG Datadog Inc Ordinary Shares - Class A 0.0%
Value ($000) $60 Shares 523 Est. Cost $164.50 Unrealized -29.0%
FHI Federated Hermes Inc Ordinary Shares - Class B 0.0%
Value ($000) $60 Shares 1,633 Est. Cost $29.32 Unrealized +11.4%
SAFT Safety Insurance Group, Inc. Ordinary Shares 0.0%
Value ($000) $59 Shares 725 Est. Cost $80.89 Unrealized +1.7%
Z Zillow Group Inc Ordinary Shares - Class C 0.0%
Value ($000) $58 Shares 915 Est. Cost $72.06 Unrealized -25.5%
LUV Southwest Airlines Co Ordinary Shares 0.0%
Value ($000) $58 Shares 1,955 Est. Cost $35.97 Unrealized -25.4%
SOUN Soundhound Ai Inc Ordinary Shares - Class A 0.0%
Value ($000) $58 Shares 12,425 Est. Cost $4.51 Unrealized +7.1%
BNS Bank Of Nova Scotia Ordinary Shares 0.0%
Value ($000) $57 Shares 1,055 Est. Cost $45.71 Unrealized 0.0%
TGT Target Corp. 0.0%
Value ($000) $57 Shares 368 Est. Cost $207.08 Unrealized -31.9%
AVLV American Century Etf Trust Avantis U.S. Large Cap Value 0.0%
Value ($000) $57 Shares 867 Est. Cost $65.83 Unrealized
CLX Clorox Co. Ordinary Shares 0.0%
Value ($000) $57 Shares 350 Est. Cost $145.62 Unrealized -3.0%
WST West Pharmaceutical Services, Inc. Ordinary Shares 0.0%
Value ($000) $56 Shares 187 Est. Cost $425.92 Unrealized -28.4%
DOCU Docusign Inc Ordinary Shares 0.0%
Value ($000) $56 Shares 899 Est. Cost $91.86 Unrealized -39.0%
CNS Cohen & Steers Inc. Ordinary Shares 0.0%
Value ($000) $55 Shares 578 Est. Cost $80.62 Unrealized +1.2%
ILCV Blackrock Institutional Trust Company N.A. Ishares Morningstar Value Etf 0.0%
Value ($000) $55 Shares 668 Est. Cost $68.86 Unrealized
IAT Blackrock Institutional Trust Company N.A. Ishares U.S. Regional Banks Etf 0.0%
Value ($000) $55 Shares 1,150 Est. Cost $4.11 Unrealized
SHEL Shell Plc ADR (Representing - Ordinary Shares) 0.0%
Value ($000) $54 Shares 817 Est. Cost $47.45 Unrealized
VONV Vanguard Group, Inc. Russell 1000 Value Index Etf 0.0%
Value ($000) $53 Shares 636 Est. Cost $70.09 Unrealized
EXC Exelon Corp. Ordinary Shares 0.0%
Value ($000) $53 Shares 1,301 Est. Cost $32.94 Unrealized +8.6%
CNC Centene Corp. Ordinary Shares 0.0%
Value ($000) $53 Shares 700 Est. Cost $73.27 Unrealized +0.0%
AGL Agilon Health Inc Ordinary Shares 0.0%
Value ($000) $52 Shares 13,330 Est. Cost $5.17 Unrealized 0.0%
PSLV Sprott Asset Management Lp Physical Silver Trust 0.0%
Value ($000) $52 Shares 5,000 Est. Cost $4.80 Unrealized
AM Antero Midstream Corp Ordinary Shares 0.0%
Value ($000) $52 Shares 3,430 Est. Cost $12.99 Unrealized +3.1%
CPRI Capri Holdings Ltd Ordinary Shares 0.0%
Value ($000) $51 Shares 1,200 Est. Cost $59.20 Unrealized -40.8%
SDY Spdr Series Trust Dividend Etf 0.0%
Value ($000) $51 Shares 358 Est. Cost $130.01 Unrealized
VTEB Vanguard Group, Inc. Tax-Exempt Bond Etf 0.0%
Value ($000) $51 Shares 991 Est. Cost $50.11 Unrealized
DFNM Dimensional Etf Trust National Municipal Bond 0.0%
Value ($000) $50 Shares 1,038 Est. Cost $47.77 Unrealized
MCO Moody`s Corp. Ordinary Shares 0.0%
Value ($000) $50 Shares 106 Est. Cost $372.33 Unrealized +23.2%
CHD Church & Dwight Co., Inc. Ordinary Shares 0.0%
Value ($000) $50 Shares 479 Est. Cost $86.37 Unrealized +16.8%
EVRG Evergy Inc Ordinary Shares 0.0%
Value ($000) $50 Shares 808 Est. Cost $54.61 Unrealized +0.8%
Barrick Gold Corp. Ordinary Shares 0.0%
Value ($000) $50 Shares 2,500 Est. Cost $16.88 Unrealized
CIEN Ciena Corp. Ordinary Shares 0.0%
Value ($000) $49 Shares 800 Est. Cost $61.70 Unrealized -14.6%
VYMI Vanguard Group, Inc. International High Dividend Yield Etf 0.0%
Value ($000) $49 Shares 670 Est. Cost $61.60 Unrealized
VONG Vanguard Group, Inc. Russell 1000 Growth Index Etf 0.0%
Value ($000) $48 Shares 500 Est. Cost $76.94 Unrealized
MGC Vanguard Group, Inc. Mega Cap 300 Index Etf 0.0%
Value ($000) $48 Shares 232 Est. Cost $48.32 Unrealized
PH Parker-Hannifin Corp. Ordinary Shares 0.0%
Value ($000) $47 Shares 75 Est. Cost $292.73 Unrealized +91.4%
CMCSA Comcast Corp Ordinary Shares - Class A 0.0%
Value ($000) $47 Shares 1,132 Est. Cost $45.63 Unrealized -17.3%
UFPI Ufp Industries Inc Ordinary Shares 0.0%
Value ($000) $46 Shares 350 Est. Cost $83.42 Unrealized +44.8%
XLU Ssga Active Trust Utilities Select Sector Spdr Etf 0.0%
Value ($000) $46 Shares 565 Est. Cost $20.01 Unrealized
OKE Oneok Inc. Ordinary Shares 0.0%
Value ($000) $46 Shares 500 Est. Cost $50.02 Unrealized +62.9%
AVEM American Century Etf Trust Avantis Emerging Markets Equity 0.0%
Value ($000) $45 Shares 699 Est. Cost $64.60 Unrealized
ACGL Arch Capital Group Ltd Ordinary Shares 0.0%
Value ($000) $45 Shares 400 Est. Cost $69.42 Unrealized +42.5%
AAXJ Blackrock Institutional Trust Company N.A. Ishares Msci All Country Asia Ex Japan Etf 0.0%
Value ($000) $44 Shares 565 Est. Cost $82.44 Unrealized
PAA Plains All American Pipeline Lp Unit 0.0%
Value ($000) $44 Shares 2,550 Est. Cost $9.41 Unrealized
STT State Street Corp. Ordinary Shares 0.0%
Value ($000) $44 Shares 500 Est. Cost $81.66 Unrealized -3.6%
AWK American Water Works Co. Inc. Ordinary Shares 0.0%
Value ($000) $44 Shares 300 Est. Cost $160.41 Unrealized -14.4%
ETN Eaton Corporation Plc Ordinary Shares 0.0%
Value ($000) $43 Shares 130 Est. Cost $155.46 Unrealized +93.8%
SCHX Schwab Strategic Trust U.S. Large-Cap Etf 0.0%
Value ($000) $42 Shares 626 Est. Cost $67.85 Unrealized
AJG Gallagher, Arthur J. & Co. 0.0%
Value ($000) $42 Shares 150 Est. Cost $153.40 Unrealized +81.6%
XMMO Invesco Capital Management LLC S&p Midcap Momentum Etf 0.0%
Value ($000) $42 Shares 350 Est. Cost $90.31 Unrealized
DNP Select Income Fund Inc. 0.0%
Value ($000) $40 Shares 4,015 Est. Cost $10.75 Unrealized
HLN Haleon Plc ADR 0.0%
Value ($000) $40 Shares 3,808 Est. Cost $0.01 Unrealized
IDXX Idexx Laboratories, Inc. Ordinary Shares 0.0%
Value ($000) $39 Shares 78 Est. Cost $627.75 Unrealized -22.6%
CCL Carnival Corp. Ordinary Shares (Paired Stock) 0.0%
Value ($000) $39 Shares 2,122 Est. Cost $19.20 Unrealized -11.8%
MGM Mgm Resorts International Ordinary Shares 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $44.88 Unrealized -11.9%
IR Ingersoll-Rand Inc Ordinary Shares 0.0%
Value ($000) $39 Shares 397 Est. Cost $56.66 Unrealized +63.8%
FTNT Fortinet Inc Ordinary Shares 0.0%
Value ($000) $39 Shares 500 Est. Cost $67.55 Unrealized +1.1%
SPIB Ssga Active Trust Spdr Portfolio Intermediate Term Corporate Bond Etf 0.0%
Value ($000) $38 Shares 1,131 Est. Cost $30.07 Unrealized
DEO Diageo Plc ADR 0.0%
Value ($000) $38 Shares 269 Est. Cost $219.33 Unrealized
AGM Federal Agricultural Mortgage Corp. Ordinary Shares - Class C 0.0%
Value ($000) $37 Shares 200 Est. Cost $107.94 Unrealized +69.1%
BJ Bj`s Wholesale Club Holdings Inc Ordinary Shares 0.0%
Value ($000) $37 Shares 450 Est. Cost $62.43 Unrealized +35.5%
DLR Digital Realty Trust Inc Ordinary Shares 0.0%
Value ($000) $36 Shares 223 Est. Cost $93.53 Unrealized +57.0%
LHX L3harris Technologies Inc Ordinary Shares 0.0%
Value ($000) $36 Shares 150 Est. Cost $203.52 Unrealized +10.4%
QSR Restaurant Brands International Inc Ordinary Shares 0.0%
Value ($000) $35 Shares 490 Est. Cost $58.94 Unrealized +19.2%
Juniper Networks Common 0.0%
Value ($000) $35 Shares 900 Est. Cost $35.83 Unrealized
GEHC Ge Healthcare Technologies Inc Ordinary Shares 0.0%
Value ($000) $35 Shares 370 Est. Cost $71.80 Unrealized +16.6%
PICK Blackrock Institutional Trust Company N.A. Ishares Msci Global Metals & Mining Producers Etf 0.0%
Value ($000) $35 Shares 800 Est. Cost $40.83 Unrealized
MUB Blackrock Institutional Trust Company N.A. Ishares National Muni Bond Etf 0.0%
Value ($000) $35 Shares 318 Est. Cost $117.47 Unrealized
EWU Blackrock Institutional Trust Company N.A. Ishares Msci United Kingdom Etf 0.0%
Value ($000) $34 Shares 913 Est. Cost $33.85 Unrealized
ALB Albemarle Corp. Ordinary Shares 0.0%
Value ($000) $34 Shares 355 Est. Cost $178.76 Unrealized -51.7%
Unilever Plc ADR 0.0%
Value ($000) $34 Shares 517 Est. Cost $9.71 Unrealized
PSTG Pure Storage Inc Ordinary Shares - Class A 0.0%
Value ($000) $33 Shares 650 Est. Cost $50.65 Unrealized +11.6%
SCZ Blackrock Institutional Trust Company N.A. Ishares Msci Eafe Small-Cap Etf 0.0%
Value ($000) $32 Shares 479 Est. Cost $36.59 Unrealized
SILJ Amplify Etf Trust Junior Silver Miners 0.0%
Value ($000) $32 Shares 2,515 Est. Cost $0.01 Unrealized
WPC W. P. Carey Inc Ordinary Shares 0.0%
Value ($000) $32 Shares 518 Est. Cost $63.07 Unrealized
GSK Gsk Plc ADR 0.0%
Value ($000) $32 Shares 786 Est. Cost $0.04 Unrealized
DTE Dte Energy Co. Ordinary Shares 0.0%
Value ($000) $32 Shares 250 Est. Cost $99.45 Unrealized +15.4%
IWS Blackrock Institutional Trust Company N.A. Ishares Russell Mid-Cap Value Etf 0.0%
Value ($000) $32 Shares 240 Est. Cost $121.77 Unrealized
UMBF Umb Financial Corp. Ordinary Shares 0.0%
Value ($000) $32 Shares 300 Est. Cost $67.77 Unrealized +43.9%
CELH Celsius Holdings Inc Ordinary Shares 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $75.59 Unrealized -44.5%
WBD Warner Bros. Discovery Inc Ordinary Shares - Class A 0.0%
Value ($000) $31 Shares 3,791 Est. Cost $14.06 Unrealized -44.4%
INTU Intuit Inc Ordinary Shares 0.0%
Value ($000) $31 Shares 50 Est. Cost $422.65 Unrealized +49.8%
OMC Omnicom Group, Inc. Ordinary Shares 0.0%
Value ($000) $31 Shares 300 Est. Cost $84.87 Unrealized +7.6%
DFUV Dimensional Etf Trust US Marketwide Value 0.0%
Value ($000) $31 Shares 744 Est. Cost $39.27 Unrealized
UEC Uranium Energy Corp Ordinary Shares 0.0%
Value ($000) $31 Shares 4,960 Est. Cost $3.85 Unrealized +41.0%
CNYA Blackrock Institutional Trust Company N.A. Ishares Msci China A Etf 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $0.03 Unrealized
HBAN Huntington Bancshares, Inc. Ordinary Shares 0.0%
Value ($000) $30 Shares 2,034 Est. Cost $13.03 Unrealized +3.0%
TRN Trinity Industries, Inc. Ordinary Shares 0.0%
Value ($000) $30 Shares 850 Est. Cost $24.11 Unrealized +25.2%
Hess Corporation Ordinary Shares 0.0%
Value ($000) $29 Shares 211 Est. Cost $74.68 Unrealized
EXPE Expedia Group Inc Ordinary Shares 0.0%
Value ($000) $29 Shares 193 Est. Cost $128.85 Unrealized +2.0%
TJX Tjx Companies, Inc. Ordinary Shares 0.0%
Value ($000) $28 Shares 240 Est. Cost $70.05 Unrealized +60.9%
VXUS Vanguard Group, Inc. Total International Stock Etf 0.0%
Value ($000) $28 Shares 427 Est. Cost $23.45 Unrealized
CDE Coeur Mining Inc Ordinary Shares 0.0%
Value ($000) $28 Shares 4,000 Est. Cost $6.01 Unrealized +3.7%
LW Lamb Weston Holdings Inc Ordinary Shares 0.0%
Value ($000) $27 Shares 417 Est. Cost $57.42 Unrealized +11.3%
FXD First Trust Exchange-Traded Fund Iii Consumer Discretionary Alphadex 0.0%
Value ($000) $27 Shares 425 Est. Cost $0.05 Unrealized
VOX Vanguard Group, Inc. Communication Services Etf 0.0%
Value ($000) $27 Shares 185 Est. Cost $129.58 Unrealized
VXF Vanguard Group, Inc. Extended Market Index Etf 0.0%
Value ($000) $27 Shares 146 Est. Cost $177.67 Unrealized
PDBC Invesco Capital Management LLC Optimum Yield Diversified Commodity Strategy No K-1 Etf 0.0%
Value ($000) $26 Shares 1,946 Est. Cost $13.87 Unrealized
XMLV Invesco Capital Management LLC S&p Midcap Low Volatility Etf 0.0%
Value ($000) $26 Shares 427 Est. Cost $58.55 Unrealized
HAL Halliburton Co. Ordinary Shares 0.0%
Value ($000) $26 Shares 891 Est. Cost $22.46 Unrealized +35.0%
VTHR Vanguard Group, Inc. Russell 3000 Index Etf 0.0%
Value ($000) $25 Shares 100 Est. Cost $200.00 Unrealized
GPRE Green Plains Inc Ordinary Shares 0.0%
Value ($000) $25 Shares 1,856 Est. Cost $37.18 Unrealized -60.6%
FSLR First Solar Inc Ordinary Shares 0.0%
Value ($000) $25 Shares 100 Est. Cost $102.83 Unrealized +119.0%
KMI Kinder Morgan Inc Ordinary Shares - Class P 0.0%
Value ($000) $25 Shares 1,115 Est. Cost $13.34 Unrealized +48.8%
WPM Wheaton Precious Metals Corp Ordinary Shares 0.0%
Value ($000) $24 Shares 400 Est. Cost $39.43 Unrealized +49.6%
EBF Ennis Inc. Ordinary Shares 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $14.00 Unrealized +36.7%
IHF Blackrock Institutional Trust Company N.A. Ishares U.S. Healthcare Providers Etf 0.0%
Value ($000) $24 Shares 425 Est. Cost $58.87 Unrealized
MC Moelis & Co Ordinary Shares - Class A 0.0%
Value ($000) $24 Shares 350 Est. Cost $53.17 Unrealized +14.0%
TSN Tyson Foods, Inc. Ordinary Shares - Class A 0.0%
Value ($000) $24 Shares 400 Est. Cost $65.83 Unrealized -11.6%
LNC Lincoln National Corp. Ordinary Shares 0.0%
Value ($000) $24 Shares 750 Est. Cost $28.82 Unrealized 0.0%
MDU Mdu Resources Group Inc Ordinary Shares 0.0%
Value ($000) $23 Shares 850 Est. Cost $9.99 Unrealized +36.6%
GLW Corning Inc. 0.0%
Value ($000) $23 Shares 516 Est. Cost $34.21 Unrealized +19.4%
SCHD Schwab Strategic Trust US Dividend Equity Etf 0.0%
Value ($000) $23 Shares 270 Est. Cost $47.98 Unrealized
RPM Rpm International, Inc. Ordinary Shares 0.0%
Value ($000) $23 Shares 186 Est. Cost $87.60 Unrealized +32.1%
NOG Northern Oil And Gas Inc. Ordinary Shares 0.0%
Value ($000) $22 Shares 625 Est. Cost $33.65 Unrealized +13.4%
CNP Centerpoint Energy Inc. Ordinary Shares 0.0%
Value ($000) $22 Shares 750 Est. Cost $24.02 Unrealized +12.5%
FNV Franco-Nevada Corporation Ordinary Shares 0.0%
Value ($000) $22 Shares 177 Est. Cost $140.73 Unrealized -12.9%
PB Prosperity Bancshares Inc. Ordinary Shares 0.0%
Value ($000) $22 Shares 300 Est. Cost $64.32 Unrealized +3.6%
AFL Aflac Inc. Ordinary Shares 0.0%
Value ($000) $22 Shares 193 Est. Cost $75.29 Unrealized +31.1%
SLGN Silgan Holdings Inc. Ordinary Shares 0.0%
Value ($000) $21 Shares 400 Est. Cost $48.63 Unrealized +0.1%
LEN Lennar Corp. Ordinary Shares - Class A 0.0%
Value ($000) $21 Shares 111 Est. Cost $96.09 Unrealized +70.9%
PNW Pinnacle West Capital Corp. Ordinary Shares 0.0%
Value ($000) $21 Shares 233 Est. Cost $55.84 Unrealized +44.9%
XSLV Invesco Capital Management LLC S&p Smallcap Low Volatility Etf 0.0%
Value ($000) $20 Shares 426 Est. Cost $51.64 Unrealized
PLTR Palantir Technologies Inc Ordinary Shares - Class A 0.0%
Value ($000) $20 Shares 550 Est. Cost $13.19 Unrealized +132.6%
QUAL Blackrock Institutional Trust Company N.A. Ishares Msci Usa Quality Factor Etf 0.0%
Value ($000) $20 Shares 114 Est. Cost $66.76 Unrealized
SIL Global X Funds Silver Miners Etf 0.0%
Value ($000) $20 Shares 570 Est. Cost $24.56 Unrealized
CAH Cardinal Health, Inc. Ordinary Shares 0.0%
Value ($000) $20 Shares 180 Est. Cost $44.62 Unrealized +129.4%
GNR Ssga Active Trust Spdr S&p Global Natural Resources Etf 0.0%
Value ($000) $20 Shares 344 Est. Cost $57.67 Unrealized
DHR Danaher Corp. 0.0%
Value ($000) $19 Shares 70 Est. Cost $249.21 Unrealized +5.3%
OLLI Ollies Bargain Outlet Holdings Inc Ordinary Shares 0.0%
Value ($000) $19 Shares 200 Est. Cost $58.59 Unrealized +64.6%
TFC Truist Financial Corporation Ordinary Shares 0.0%
Value ($000) $19 Shares 453 Est. Cost $49.71 Unrealized -20.4%
OKTA Okta Inc Ordinary Shares - Class A 0.0%
Value ($000) $19 Shares 260 Est. Cost $86.04 Unrealized +1.6%
HSY Hershey Company Ordinary Shares 0.0%
Value ($000) $19 Shares 100 Est. Cost $186.05 Unrealized 0.0%
MEAR Blackrock Institutional Trust Company N.A. Short Maturity Municipal Bond Etf 0.0%
Value ($000) $19 Shares 381 Est. Cost $50.15 Unrealized
ITW Illinois Tool Works, Inc. Ordinary Shares 0.0%
Value ($000) $19 Shares 73 Est. Cost $242.27 Unrealized -2.1%
VOOV Vanguard Group, Inc. S&p 500 Value Etf 0.0%
Value ($000) $19 Shares 100 Est. Cost $0.15 Unrealized
Blackrock Finance Inc. Ordinary Shares 0.0%
Value ($000) $19 Shares 20 Est. Cost $750.14 Unrealized
KNF Knife River Corp Ordinary Shares 0.0%
Value ($000) $19 Shares 212 Est. Cost $56.89 Unrealized +37.2%
TSCO Tractor Supply Co. Ordinary Shares 0.0%
Value ($000) $19 Shares 64 Est. Cost $41.38 Unrealized +26.9%
SRE Sempra Ordinary Shares 0.0%
Value ($000) $19 Shares 222 Est. Cost $67.33 Unrealized +13.4%
BOKF Bok Financial Corp. Ordinary Shares 0.0%
Value ($000) $18 Shares 176 Est. Cost $92.25 Unrealized +5.4%
RCL Royal Caribbean Group Ordinary Shares 0.0%
Value ($000) $18 Shares 100 Est. Cost $79.83 Unrealized +99.5%
VRTX Vertex Pharmaceuticals, Inc. Ordinary Shares 0.0%
Value ($000) $18 Shares 38 Est. Cost $194.45 Unrealized +147.0%
LNTH Lantheus Holdings Inc Ordinary Shares 0.0%
Value ($000) $17 Shares 155 Est. Cost $36.55 Unrealized +184.2%
TKR Timken Co. Ordinary Shares 0.0%
Value ($000) $17 Shares 200 Est. Cost $70.09 Unrealized +17.3%
PEBO Peoples Bancorp, Inc. (Marietta, Oh) Ordinary Shares 0.0%
Value ($000) $17 Shares 560 Est. Cost $31.54 Unrealized -1.8%
Avangrid Inc Ordinary Shares 0.0%
Value ($000) $16 Shares 455 Est. Cost $50.23 Unrealized
VFMO Vanguard Group, Inc. U.S. Momentum Factor Etf 0.0%
Value ($000) $16 Shares 100 Est. Cost $130.00 Unrealized
SHW Sherwin-Williams Co. Ordinary Shares 0.0%
Value ($000) $16 Shares 42 Est. Cost $225.00 Unrealized +53.3%
SHOP Shopify Inc Ordinary Shares - Class A 0.0%
Value ($000) $16 Shares 200 Est. Cost $53.88 Unrealized +28.2%
IP International Paper Co. Ordinary Shares 0.0%
Value ($000) $16 Shares 325 Est. Cost $41.02 Unrealized +7.7%
TMDX Transmedics Group Inc Ordinary Shares 0.0%
Value ($000) $16 Shares 100 Est. Cost $25.07 Unrealized +514.7%
VPL Vanguard Group, Inc. Ftse Pacific Etf 0.0%
Value ($000) $16 Shares 200 Est. Cost $77.50 Unrealized
USLM United States Lime & Minerals Inc. Ordinary Shares 0.0%
Value ($000) $16 Shares 160 Est. Cost $71.62 Unrealized +12.0%
STM St Microelectronics New York Shares 0.0%
Value ($000) $15 Shares 510 Est. Cost $30.26 Unrealized
WTRG Essential Utilities Inc Ordinary Shares 0.0%
Value ($000) $15 Shares 380 Est. Cost $48.56 Unrealized -19.1%
SWK Stanley Black & Decker Inc Ordinary Shares 0.0%
Value ($000) $15 Shares 133 Est. Cost $158.57 Unrealized -43.0%
Southstate Corporation Ordinary Shares 0.0%
Value ($000) $15 Shares 150 Est. Cost $80.00 Unrealized
VFQY Vanguard Group, Inc. U.S. Quality Factor Etf 0.0%
Value ($000) $14 Shares 100 Est. Cost $120.00 Unrealized
FAST Fastenal CO CORP 0.0%
Value ($000) $14 Shares 200 Est. Cost $26.67 Unrealized +23.5%
NXE Nexgen Energy Ltd Ordinary Shares 0.0%
Value ($000) $14 Shares 2,185 Est. Cost $5.14 Unrealized +20.8%
MDY Spdr State Street Global Advisors S&p Midcap 400 Etf Trust 0.0%
Value ($000) $14 Shares 25 Est. Cost $520.00 Unrealized
EOG Eog Resources, Inc. Ordinary Shares 0.0%
Value ($000) $14 Shares 115 Est. Cost $73.31 Unrealized +64.2%
HWM Howmet Aerospace Inc Ordinary Shares 0.0%
Value ($000) $14 Shares 141 Est. Cost $30.44 Unrealized +195.5%
ITOT Blackrock Institutional Trust Company N.A. Ishares Core S&p Total U.S. Stock Market Etf 0.0%
Value ($000) $14 Shares 112 Est. Cost $125.62 Unrealized
BMRN Biomarin Pharmaceutical Inc. Registered Shares 0.0%
Value ($000) $14 Shares 200 Est. Cost $82.51 Unrealized +1.3%
DFAS Dimensional Etf Trust U.S. Small Cap 0.0%
Value ($000) $14 Shares 215 Est. Cost $60.08 Unrealized
INGR Ingredion Inc Ordinary Shares 0.0%
Value ($000) $14 Shares 100 Est. Cost $112.60 Unrealized +13.0%
SOLV Solventum Corp Ordinary Shares 0.0%
Value ($000) $14 Shares 194 Est. Cost $60.70 Unrealized -0.9%
VRSK Verisk Analytics Inc Ordinary Shares 0.0%
Value ($000) $13 Shares 50 Est. Cost $212.40 Unrealized +26.3%
CME Cme Group Inc Ordinary Shares - Class A 0.0%
Value ($000) $13 Shares 60 Est. Cost $184.82 Unrealized +6.3%
Silvercrest Metals Inc Ordinary Shares 0.0%
Value ($000) $13 Shares 1,420 Est. Cost $6.58 Unrealized
FMC Fmc Corp. Ordinary Shares 0.0%
Value ($000) $13 Shares 197 Est. Cost $85.46 Unrealized -33.3%
MGV Vanguard Group, Inc. Mega Cap Value Etf 0.0%
Value ($000) $13 Shares 100 Est. Cost $110.00 Unrealized
AEM Agnico Eagle Mines Ltd Ordinary Shares 0.0%
Value ($000) $13 Shares 159 Est. Cost $49.03 Unrealized +54.7%
ES Eversource Energy Ordinary Shares 0.0%
Value ($000) $13 Shares 187 Est. Cost $71.82 Unrealized -16.0%
BKNG Booking Holdings Inc Ordinary Shares 0.0%
Value ($000) $13 Shares 3 Est. Cost $2332.00 Unrealized +62.7%
DOC Healthpeak Properties Inc. Ordinary Shares 0.0%
Value ($000) $12 Shares 545 Est. Cost $27.38 Unrealized -27.8%
LVS Las Vegas Sands Corp Ordinary Shares 0.0%
Value ($000) $12 Shares 245 Est. Cost $36.70 Unrealized +8.7%
VFMV Vanguard Group, Inc. U.S. Minimum Volatility Etf 0.0%
Value ($000) $12 Shares 100 Est. Cost $100.00 Unrealized
GRMN Garmin Ltd Ordinary Shares 0.0%
Value ($000) $12 Shares 68 Est. Cost $115.78 Unrealized +45.9%
AEE Ameren Corp 0.0%
Value ($000) $12 Shares 132 Est. Cost $73.06 Unrealized +5.1%
IVOG Vanguard Group, Inc. S&p Mid-Cap 400 Growth Etf 0.0%
Value ($000) $11 Shares 100 Est. Cost $95.05 Unrealized
SMH Vaneck Etf Trust Semiconductor 0.0%
Value ($000) $11 Shares 45 Est. Cost $66.82 Unrealized
NSC Norfolk Southern Corp. Ordinary Shares 0.0%
Value ($000) $11 Shares 44 Est. Cost $238.89 Unrealized -2.5%
HACK Amplify Etf Trust Cybersecurity 0.0%
Value ($000) $11 Shares 160 Est. Cost $0.06 Unrealized
VIOO Vanguard Group, Inc. S&p Small-Cap 600 Etf 0.0%
Value ($000) $11 Shares 100 Est. Cost $85.05 Unrealized
ABNB Airbnb Inc Ordinary Shares - Class A 0.0%
Value ($000) $11 Shares 84 Est. Cost $174.17 Unrealized -25.6%
IVOO Vanguard Group, Inc. S&p Mid-Cap 400 Etf 0.0%
Value ($000) $11 Shares 100 Est. Cost $75.04 Unrealized
CPB Campbell Soup Co. Ordinary Shares 0.0%
Value ($000) $11 Shares 215 Est. Cost $36.19 Unrealized +27.7%
CPRT Copart, Inc. Ordinary Shares 0.0%
Value ($000) $10 Shares 200 Est. Cost $38.99 Unrealized +33.2%
DKS Dicks Sporting Goods, Inc. Ordinary Shares 0.0%
Value ($000) $10 Shares 50 Est. Cost $108.85 Unrealized +90.0%
Mag Silver Corp. Ordinary Shares 0.0%
Value ($000) $10 Shares 740 Est. Cost $16.22 Unrealized
AGI Alamos Gold Inc. Ordinary Shares - Class A 0.0%
Value ($000) $10 Shares 500 Est. Cost $7.49 Unrealized +143.9%
TOWN Townebank Portsmouth VA Ordinary Shares 0.0%
Value ($000) $10 Shares 300 Est. Cost $31.86 Unrealized +0.9%
GM General Motors Company Ordinary Shares 0.0%
Value ($000) $10 Shares 219 Est. Cost $56.36 Unrealized -18.9%
INCY Incyte Corp. Ordinary Shares 0.0%
Value ($000) $10 Shares 147 Est. Cost $67.41 Unrealized -5.4%
FLOT Blackrock Institutional Trust Company N.A. Ishares Floating Rate Bond Etf 0.0%
Value ($000) $10 Shares 190 Est. Cost $14.01 Unrealized
TD Toronto Dominion Bank Ordinary Shares 0.0%
Value ($000) $10 Shares 153 Est. Cost $72.90 Unrealized -18.9%
CC Chemours Company Ordinary Shares 0.0%
Value ($000) $10 Shares 475 Est. Cost $26.84 Unrealized -28.1%
CLPT Clearpoint Neuro Inc Ordinary Shares 0.0%
Value ($000) $10 Shares 850 Est. Cost $10.41 Unrealized -8.0%
EQX Equinox Gold Corp Ordinary Shares 0.0%
Value ($000) $9 Shares 1,530 Est. Cost $7.30 Unrealized -22.7%
TMO Thermo Fisher Scientific Inc. Ordinary Shares 0.0%
Value ($000) $9 Shares 15 Est. Cost $617.25 Unrealized -4.6%
COIN Coinbase Global Inc Ordinary Shares - Class A 0.0%
Value ($000) $9 Shares 52 Est. Cost $59.88 Unrealized +234.5%
SCHF Schwab Strategic Trust International Equity Etf 0.0%
Value ($000) $9 Shares 225 Est. Cost $40.56 Unrealized
XLF Ssga Active Trust Financial Select Sector Spdr 0.0%
Value ($000) $9 Shares 200 Est. Cost $42.66 Unrealized
PAAS Pan American Silver Corp Ordinary Shares 0.0%
Value ($000) $9 Shares 430 Est. Cost $25.19 Unrealized -16.3%
NEAR Blackrock Institutional Trust Company N.A. Short Duration Bond Etf 0.0%
Value ($000) $9 Shares 174 Est. Cost $51.72 Unrealized
DINO Hf Sinclair Corp. Ordinary Shares 0.0%
Value ($000) $9 Shares 200 Est. Cost $45.96 Unrealized -2.9%
TFX Teleflex Incorporated Ordinary Shares 0.0%
Value ($000) $9 Shares 36 Est. Cost $330.52 Unrealized -30.3%
Interpublic Group Of Cos., Inc. Ordinary Shares 0.0%
Value ($000) $8 Shares 257 Est. Cost $31.06 Unrealized -6.6%
USRT Blackrock Institutional Trust Company N.A. Ishares Core U.S. Reit Etf 0.0%
Value ($000) $8 Shares 131 Est. Cost $61.57 Unrealized
FUN Six Flags Entertainment Corp. Ordinary Shares 0.0%
Value ($000) $8 Shares 200 Est. Cost $45.74 Unrealized 0.0%
UPST Upstart Holdings Inc Ordinary Shares 0.0%
Value ($000) $8 Shares 200 Est. Cost $31.80 Unrealized +4.6%
AMP Ameriprise Fincl-wi Common 0.0%
Value ($000) $8 Shares 17 Est. Cost $278.30 Unrealized +53.3%
EA Electronic Arts, Inc. Ordinary Shares 0.0%
Value ($000) $8 Shares 54 Est. Cost $131.47 Unrealized +9.5%
EMX Emx Royalty Corp Ordinary Shares 0.0%
Value ($000) $8 Shares 4,350 Est. Cost $2.07 Unrealized
TRGP Targa Resources Corp Ordinary Shares 0.0%
Value ($000) $8 Shares 51 Est. Cost $49.03 Unrealized +179.1%
TEL Te Connectivity Plc Registered Shares 0.0%
Value ($000) $8 Shares 51 Est. Cost $146.90 Unrealized 0.0%
ARLP Alliance Resource Partners, Lp Unit 0.0%
Value ($000) $8 Shares 300 Est. Cost $13.33 Unrealized
SPHQ Invesco Capital Management LLC S&p 500 Quality Etf 0.0%
Value ($000) $7 Shares 111 Est. Cost $53.25 Unrealized
XLI Ssga Active Trust Industrial Select Sector Spdr 0.0%
Value ($000) $7 Shares 55 Est. Cost $121.03 Unrealized
AOSL Alpha & Omega Semiconductor Ltd Ordinary Shares 0.0%
Value ($000) $7 Shares 200 Est. Cost $43.30 Unrealized -12.3%
QCRH Qcr Holding, Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 100 Est. Cost $54.12 Unrealized +30.8%
ZM Zoom Video Communications Inc Ordinary Shares - Class A 0.0%
Value ($000) $7 Shares 105 Est. Cost $235.14 Unrealized -73.4%
DNLI Denali Therapeutics Inc Ordinary Shares 0.0%
Value ($000) $7 Shares 250 Est. Cost $47.38 Unrealized -47.7%
AMPH Amphastar Pharmaceuticals Inc Ordinary Shares 0.0%
Value ($000) $7 Shares 150 Est. Cost $51.65 Unrealized -15.0%
Marathon Oil Common 0.0%
Value ($000) $7 Shares 271 Est. Cost $0.48 Unrealized
TTC Toro Co. Ordinary Shares 0.0%
Value ($000) $7 Shares 83 Est. Cost $99.58 Unrealized -9.7%
Royce Value Trust Inc 0.0%
Value ($000) $7 Shares 455 Est. Cost $18.07 Unrealized
YORW York Water Co. Ordinary Shares 0.0%
Value ($000) $7 Shares 190 Est. Cost $43.40 Unrealized -14.1%
PENN Penn Entertainment Inc Ordinary Shares 0.0%
Value ($000) $7 Shares 375 Est. Cost $60.63 Unrealized -68.6%
DLTR Dollar Tree Inc Ordinary Shares 0.0%
Value ($000) $7 Shares 100 Est. Cost $119.42 Unrealized -23.6%
RGLD Royal Gold, Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 50 Est. Cost $100.83 Unrealized +35.7%
DRI Darden Restaurants, Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 42 Est. Cost $114.33 Unrealized +27.3%
EXAS Exact Sciences Corp. Ordinary Shares 0.0%
Value ($000) $7 Shares 100 Est. Cost $86.74 Unrealized -34.9%
DKNG Draftkings Inc. Ordinary Shares - Class A 0.0%
Value ($000) $7 Shares 173 Est. Cost $17.53 Unrealized +106.0%
PPL PPL Corp Ordinary Shares 0.0%
Value ($000) $7 Shares 202 Est. Cost $24.94 Unrealized +17.2%
EMR Emerson Electric Co. Ordinary Shares 0.0%
Value ($000) $7 Shares 60 Est. Cost $86.51 Unrealized +21.5%
STLD Steel Dynamics Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 52 Est. Cost $107.90 Unrealized +10.2%
EBAY Ebay Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 100 Est. Cost $66.02 Unrealized -14.7%
RDNW Rumbleon Inc Ordinary Shares - Class B 0.0%
Value ($000) $6 Shares 1,330 Est. Cost $6.97 Unrealized -40.8%
LAZ Lazard Inc. Ordinary Shares 0.0%
Value ($000) $6 Shares 125 Est. Cost $38.95 Unrealized +18.9%
HALO Halozyme Therapeutics Inc. Ordinary Shares 0.0%
Value ($000) $6 Shares 110 Est. Cost $37.33 Unrealized +53.6%
DELL Dell Technologies Inc Ordinary Shares - Class C 0.0%
Value ($000) $6 Shares 53 Est. Cost $68.27 Unrealized +66.8%
NGVT Ingevity Corp Ordinary Shares 0.0%
Value ($000) $6 Shares 160 Est. Cost $76.05 Unrealized -47.6%
IHI Blackrock Institutional Trust Company N.A. Ishares U.S. Medical Devices Etf 0.0%
Value ($000) $6 Shares 105 Est. Cost $28.09 Unrealized
IYR Blackrock Institutional Trust Company N.A. Ishares U.S. Real Estate Etf 0.0%
Value ($000) $6 Shares 60 Est. Cost $118.42 Unrealized
TZA Direxion Shares Etf Trust Daily Small Cap Bear 3x 0.0%
Value ($000) $6 Shares 450 Est. Cost $21.49 Unrealized
VSH Vishay Intertechnology, Inc. Ordinary Shares 0.0%
Value ($000) $6 Shares 320 Est. Cost $18.84 Unrealized +6.6%
NXPI Nxp Semiconductors NV Ordinary Shares 0.0%
Value ($000) $6 Shares 25 Est. Cost $196.64 Unrealized +24.1%
Vector Group Ltd Ordinary Shares 0.0%
Value ($000) $6 Shares 400 Est. Cost $11.31 Unrealized
VST Vistra Corp Ordinary Shares 0.0%
Value ($000) $6 Shares 50 Est. Cost $18.51 Unrealized +354.3%
WERN Werner Enterprises, Inc. Ordinary Shares 0.0%
Value ($000) $6 Shares 150 Est. Cost $45.78 Unrealized -19.2%
CTAS Cintas Corporation Ordinary Shares 0.0%
Value ($000) $6 Shares 28 Est. Cost $171.84 Unrealized +11.1%
TAP Molson Coors Beverage Company Ordinary Shares - Class B 0.0%
Value ($000) $6 Shares 100 Est. Cost $40.32 Unrealized +26.3%
UAL United Airlines Holdings Inc Ordinary Shares 0.0%
Value ($000) $6 Shares 100 Est. Cost $46.38 Unrealized -0.2%
BRO Brown & Brown, Inc. Ordinary Shares 0.0%
Value ($000) $6 Shares 54 Est. Cost $62.56 Unrealized +57.6%
OCFC Oceanfirst Financial Corp. Ordinary Shares 0.0%
Value ($000) $6 Shares 300 Est. Cost $17.99 Unrealized -11.2%
EMN Eastman Chem Co 0.0%
Value ($000) $5 Shares 49 Est. Cost $95.16 Unrealized -1.0%
LYV Live Nation Entertainment Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 50 Est. Cost $114.12 Unrealized -15.3%
ATLO Ames National Cdt-com 0.0%
Value ($000) $5 Shares 300 Est. Cost $19.85 Unrealized -8.6%
HUMA Humacyte Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $6.59 Unrealized 0.0%
SCHG Schwab Strategic Trust U.S. Large-Cap Growth Etf 0.0%
Value ($000) $5 Shares 52 Est. Cost $104.17 Unrealized
BCE Bce Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 155 Est. Cost $38.02 Unrealized -20.0%
DVYE Blackrock Institutional Trust Company N.A. Ishares Emerging Markets Dividend Etf 0.0%
Value ($000) $5 Shares 185 Est. Cost $27.18 Unrealized
XLE Ssga Active Trust The Energy Select Sector Spdr Fund 0.0%
Value ($000) $5 Shares 60 Est. Cost $68.90 Unrealized
VEEV Veeva Systems Inc Ordinary Shares - Class A 0.0%
Value ($000) $5 Shares 25 Est. Cost $290.73 Unrealized -32.0%
LIT Global X Funds Lithium & Battery Tech Etf 0.0%
Value ($000) $5 Shares 120 Est. Cost $83.33 Unrealized
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
GWW W.W. Grainger Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 5 Est. Cost $673.02 Unrealized +42.2%
Foot Locker Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.84 Unrealized
PII Polaris Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 62 Est. Cost $117.80 Unrealized -31.0%
TFSL Tfs Financial Corporation Ordinary Shares 0.0%
Value ($000) $5 Shares 400 Est. Cost $13.50 Unrealized -13.7%
Allete, Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 80 Est. Cost $62.35 Unrealized
FCX Freeport-McMoRan Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 100 Est. Cost $37.30 Unrealized +18.6%
IBIT Ishares Bitcoin Trust Etf Beneficial Interest 0.0%
Value ($000) $5 Shares 135 Est. Cost $35.65 Unrealized
WU Western Union Company Ordinary Shares 0.0%
Value ($000) $5 Shares 395 Est. Cost $11.93 Unrealized
SYK Stryker Corp. Ordinary Shares 0.0%
Value ($000) $5 Shares 13 Est. Cost $281.34 Unrealized +21.0%
KRO Kronos Worldwide, Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 375 Est. Cost $11.10 Unrealized 0.0%
ICE Intercontinental Exchange Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 29 Est. Cost $104.69 Unrealized +44.9%
HPQ Hp Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 128 Est. Cost $28.19 Unrealized +17.9%
CMS CMS Energy Corporation Ordinary Shares 0.0%
Value ($000) $5 Shares 65 Est. Cost $54.05 Unrealized +16.6%
IUSV Blackrock Institutional Trust Company N.A. Ishares Core S&p U.S.Value Etf 0.0%
Value ($000) $5 Shares 48 Est. Cost $83.33 Unrealized
BR Broadridge Financial Solutions, Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 21 Est. Cost $144.85 Unrealized +41.1%
OBE Obsidian Energy Ltd Ordinary Shares 0.0%
Value ($000) $4 Shares 812 Est. Cost $6.51 Unrealized +3.0%
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
SCHP Schwab Strategic Trust U.S. Tips Etf 0.0%
Value ($000) $4 Shares 83 Est. Cost $53.63 Unrealized
HE Hawaiian Electric Industries, Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 456 Est. Cost $40.58 Unrealized -69.5%
SJM J.M. Smucker Co. Ordinary Shares 0.0%
Value ($000) $4 Shares 36 Est. Cost $117.13 Unrealized -4.7%
LIN Linde Plc. Ordinary Shares 0.0%
Value ($000) $4 Shares 9 Est. Cost $352.90 Unrealized +26.9%
SA Seabridge Gold, Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 250 Est. Cost $17.89 Unrealized -9.0%
BSX Boston Scientific Corp. 0.0%
Value ($000) $4 Shares 50 Est. Cost $42.02 Unrealized +87.6%
TMUS T-Mobile US Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 20 Est. Cost $113.68 Unrealized +64.9%
PANW Palo Alto Networks Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 12 Est. Cost $86.56 Unrealized +94.4%
CDW Cdw Corp Ordinary Shares 0.0%
Value ($000) $4 Shares 18 Est. Cost $180.53 Unrealized +20.5%
BEN Franklin Resources, Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 200 Est. Cost $26.58 Unrealized -25.8%
Paramount Global Ordinary Shares - Class B 0.0%
Value ($000) $4 Shares 373 Est. Cost $4.98 Unrealized
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
SOFI Sofi Technologies Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 500 Est. Cost $7.54 Unrealized -3.6%
WH Wyndham Hotels & Resorts Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 50 Est. Cost $83.56 Unrealized -9.1%
SCHA Schwab Strategic Trust U.S. Small-Cap Etf 0.0%
Value ($000) $4 Shares 75 Est. Cost $66.10 Unrealized
EAT Brinker International, Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 50 Est. Cost $41.31 Unrealized +66.7%
XYL Xylem Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 28 Est. Cost $102.49 Unrealized +28.4%
UBER Uber Technologies Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 50 Est. Cost $43.11 Unrealized +63.3%
NXT Nextracker Inc Ordinary Shares - Class A 0.0%
Value ($000) $4 Shares 100 Est. Cost $53.20 Unrealized -21.7%
FLG New York Community Bancorp Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 333 Est. Cost $10.59 Unrealized 0.0%
SCHV Schwab Strategic Trust U.S. Large-Cap Value Etf 0.0%
Value ($000) $4 Shares 46 Est. Cost $80.37 Unrealized
VTI Vanguard Group, Inc. Total Stock Market Etf 0.0%
Value ($000) $4 Shares 13 Est. Cost $203.56 Unrealized
HIG Hartford Financial Services Group Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 31 Est. Cost $107.07 Unrealized 0.0%
ATO Atmos Energy Corp. Ordinary Shares 0.0%
Value ($000) $4 Shares 26 Est. Cost $108.41 Unrealized +14.8%
ALGN Align Technology, Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 14 Est. Cost $526.42 Unrealized -55.2%
VGIT Vanguard Group, Inc. Intermediate-Term Treasury Etf 0.0%
Value ($000) $4 Shares 58 Est. Cost $58.22 Unrealized
Calamos Strategic Total Return Fund 0.0%
Value ($000) $3 Shares 200 Est. Cost $20.00 Unrealized
EMBC Embecta Corp Ordinary Shares 0.0%
Value ($000) $3 Shares 241 Est. Cost $26.16 Unrealized -47.7%
DJT Trump Media & Technology Group Corp. Ordinary Shares 0.0%
Value ($000) $3 Shares 210 Est. Cost $14.84 Unrealized +63.3%
SCHC Schwab Strategic Trust International Small-Cap Equity Etf 0.0%
Value ($000) $3 Shares 87 Est. Cost $38.53 Unrealized
MRNA Moderna Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 50 Est. Cost $220.05 Unrealized -58.3%
FRT Federal Realty Investment Trust. Ordinary Shares 0.0%
Value ($000) $3 Shares 29 Est. Cost $83.53 Unrealized +25.2%
ENPH Enphase Energy Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 29 Est. Cost $208.64 Unrealized -46.4%
ONB Old National Bancorp Ordinary Shares 0.0%
Value ($000) $3 Shares 174 Est. Cost $16.62 Unrealized +12.7%
FDS Factset Research Systems Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 7 Est. Cost $392.63 Unrealized +6.5%
NJR New Jersey Resources Corporation Ordinary Shares 0.0%
Value ($000) $3 Shares 64 Est. Cost $45.41 Unrealized -5.1%
JKHY Jack Henry & Associates, Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 17 Est. Cost $150.31 Unrealized +10.5%
APD Air Products & Chemicals Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 10 Est. Cost $264.00 Unrealized -0.3%
MXL Maxlinear Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 200 Est. Cost $64.03 Unrealized -75.2%
OXY/WS Occidental Petroleum Corp. Warrants (03/08/2027) 0.0%
Value ($000) $3 Shares 95 Est. Cost $10.53 Unrealized
KGC Kinross Gold Corp. Ordinary Shares 0.0%
Value ($000) $3 Shares 300 Est. Cost $5.98 Unrealized +50.1%
GEN Gen Digital Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 100 Est. Cost $23.20 Unrealized +8.0%
CBSH Commerce Bancshares, Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 46 Est. Cost $42.09 Unrealized +28.6%
MOS Mosaic Company Ordinary Shares 0.0%
Value ($000) $3 Shares 100 Est. Cost $35.44 Unrealized -25.8%
NIO Nio Inc ADR 0.0%
Value ($000) $3 Shares 400 Est. Cost $28.80 Unrealized
VLTO Veralto Corp Ordinary Shares 0.0%
Value ($000) $3 Shares 23 Est. Cost $73.75 Unrealized +42.4%
PRKS United Parks & Resorts Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 50 Est. Cost $62.91 Unrealized -17.8%
SLVM Sylvamo Corp Ordinary Shares 0.0%
Value ($000) $2 Shares 29 Est. Cost $43.62 Unrealized +63.2%
CPNG Coupang Inc Ordinary Shares - Class A 0.0%
Value ($000) $2 Shares 100 Est. Cost $28.16 Unrealized -21.0%
JBL Jabil,Inc. 0.0%
Value ($000) $2 Shares 20 Est. Cost $120.79 Unrealized -10.3%
WDC Western Digital Corp. Ordinary Shares 0.0%
Value ($000) $2 Shares 35 Est. Cost $43.29 Unrealized +16.3%
SIRI Sirius Xm Holdings Inc. Ordinary Shares 0.0%
Value ($000) $2 Shares 100 Est. Cost $31.06 Unrealized 0.0%
AFRM Affirm Holdings Inc Ordinary Shares - Class A 0.0%
Value ($000) $2 Shares 55 Est. Cost $98.66 Unrealized -66.4%
LH Labcorp Holdings Inc. Ordinary Shares 0.0%
Value ($000) $2 Shares 10 Est. Cost $216.29 Unrealized 0.0%
WGO Winnebago Industries, Inc. Ordinary Shares 0.0%
Value ($000) $2 Shares 38 Est. Cost $69.87 Unrealized -18.0%
Cel-Sci Corp. Ordinary Shares 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $0.00 Unrealized
MGA Magna International Inc. Ordinary Shares 0.0%
Value ($000) $2 Shares 50 Est. Cost $70.50 Unrealized -43.9%
NCLH Norwegian Cruise Line Holdings Ltd Ordinary Shares 0.0%
Value ($000) $2 Shares 100 Est. Cost $23.15 Unrealized -21.6%
GFS Globalfoundries Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 50 Est. Cost $53.84 Unrealized -13.8%
SCHH Schwab Strategic Trust U.S. Reit Etf 0.0%
Value ($000) $2 Shares 85 Est. Cost $29.09 Unrealized
TXT Textron Inc. Ordinary Shares 0.0%
Value ($000) $2 Shares 22 Est. Cost $73.92 Unrealized +19.2%
AVA Avista Corp. Ordinary Shares 0.0%
Value ($000) $2 Shares 50 Est. Cost $30.96 Unrealized +13.9%
GME Gamestop Corporation Ordinary Shares - Class A 0.0%
Value ($000) $2 Shares 80 Est. Cost $35.85 Unrealized -36.2%
NGG National Grid Plc ADR 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.92 Unrealized
UA Under Armour Inc Ordinary Shares - Class C 0.0%
Value ($000) $2 Shares 216 Est. Cost $15.65 Unrealized -54.2%
KHC Kraft Heinz Co Ordinary Shares 0.0%
Value ($000) $2 Shares 48 Est. Cost $29.49 Unrealized +7.9%
KEY Keycorp Ordinary Shares 0.0%
Value ($000) $2 Shares 100 Est. Cost $9.21 Unrealized +61.4%
IQ Iqiyi, Inc 0.0%
Value ($000) $2 Shares 585 Est. Cost $5.13 Unrealized
CMBT CMB Tech NV 0.0%
Value ($000) $2 Shares 100 Est. Cost $5.77 Unrealized +183.6%
BUD Anheuser-Busch Inbev Sa/nv ADR 0.0%
Value ($000) $2 Shares 25 Est. Cost $61.54 Unrealized
JCI Johnson Controls International Plc Registered Shares 0.0%
Value ($000) $2 Shares 21 Est. Cost $69.63 Unrealized -1.0%
HPE Hewlett Packard Enterprise Co Ordinary Shares 0.0%
Value ($000) $2 Shares 78 Est. Cost $17.62 Unrealized +4.3%
EXK Endeavour Silver Corp. Ordinary Shares 0.0%
Value ($000) $2 Shares 400 Est. Cost $4.70 Unrealized -21.7%
BHP BHP Group Ltd ADR 0.0%
Value ($000) $2 Shares 25 Est. Cost $60.00 Unrealized
HOG Harley-davidson Common 0.0%
Value ($000) $2 Shares 40 Est. Cost $37.32 Unrealized -2.9%
ROKU Roku Inc Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 20 Est. Cost $269.73 Unrealized -76.2%
Hanesbrands Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 200 Est. Cost $10.89 Unrealized
CHWY Chewy Inc Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 50 Est. Cost $19.72 Unrealized +35.3%
TWO Two Harbors Investment Corp Ordinary Shares 0.0%
Value ($000) $1 Shares 100 Est. Cost $0.01 Unrealized
Luminar Technologies Inc Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 1,500 Est. Cost $7.93 Unrealized
RGR Sturm, Ruger & Co., Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 32 Est. Cost $72.65 Unrealized -41.9%
CLF Cleveland-Cliffs Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 100 Est. Cost $15.61 Unrealized -13.0%
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
Lucid Group Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 350 Est. Cost $14.29 Unrealized
TME Tencent Music Entertainment Group ADR 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
BIL Spdr Series Trust Bloomberg 1-3 Month T-Bill Etf 0.0%
Value ($000) $1 Shares 13 Est. Cost $0.08 Unrealized
RIVN Rivian Automotive Inc Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.45 Unrealized +37.5%
AA Alcoa Corp Ordinary Shares 0.0%
Value ($000) $1 Shares 29 Est. Cost $47.93 Unrealized -30.1%
Modivcare Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 75 Est. Cost $148.15 Unrealized
INO Inovio Pharmaceuticals Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 183 Est. Cost $8.63 Unrealized -4.4%
NLOP Net Lease Office Properties Ordinary Shares 0.0%
Value ($000) $1 Shares 34 Est. Cost $0.02 Unrealized
Senseonics Holdings Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 2,775 Est. Cost $1.13 Unrealized
SE Sea Ltd ADR 0.0%
Value ($000) $1 Shares 10 Est. Cost $0.10 Unrealized
IVR Invesco Mortgage Capital Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 100 Est. Cost $0.01 Unrealized
GT Goodyear Tire & Rubber Co. 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.52 Unrealized -24.6%
NOV Nov Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 55 Est. Cost $13.71 Unrealized +29.5%
ARKW Ark Investment Management LLC Next Generation Internet Etf 0.0%
Value ($000) $1 Shares 10 Est. Cost $0.10 Unrealized
BHC Bausch Health Companies Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 100 Est. Cost $22.51 Unrealized -70.7%
IDRV Ishares Trust Self-Driving Ev And Tech Etf 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
LILMF Lilium N.V Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.06 Unrealized -24.0%
WAB Westinghouse Air Brake Technologies Corp Ordinary Shares 0.0%
Value ($000) $1 Shares 4 Est. Cost $134.20 Unrealized +21.4%
ABAT American Battery Technology Company Ordinary Shares 0.0%
Value ($000) $1 Shares 667 Est. Cost $5.16 Unrealized -79.9%
KRRO Korro Bio Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 20 Est. Cost $32.95 Unrealized +27.7%
ONL Orion Office Reit Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 157 Est. Cost $0.00 Unrealized
KFRC Kforce Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 10 Est. Cost $71.78 Unrealized -10.9%
UROY Uranium Royalty Corp Ordinary Shares 0.0%
Value ($000) $1 Shares 250 Est. Cost $2.39 Unrealized -5.7%
SROI Calamos Etf Trust Antetokounmpo Global Sustainable Equities 0.0%
Value ($000) $1 Shares 20 Est. Cost $0.05 Unrealized
AG First Majestic Silver Corporation Ordinary Shares 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.92 Unrealized -51.6%
Sandstorm Gold Ltd Ordinary Shares 0.0%
Value ($000) $1 Shares 100 Est. Cost $0.01 Unrealized
RIG Transocean Ltd Ordinary Shares 0.0%
Value ($000) $1 Shares 127 Est. Cost $3.53 Unrealized +39.5%
CRSP Crispr Therapeutics Ag Ordinary Shares 0.0%
Value ($000) $0 Shares 10 Est. Cost $55.02 Unrealized -7.8%
NOK Nokia Corp. 0.0%
Value ($000) $0 Shares 100 Est. Cost $3.78 Unrealized
AVNS Avanos Medical Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 18 Est. Cost $19.48 Unrealized +17.3%
Chargepoint Holdings Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 310 Est. Cost $16.13 Unrealized
IRWD Ironwood Pharmaceuticals Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 100 Est. Cost $12.27 Unrealized -56.2%
DHI D.R. Horton Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $173.17 Unrealized 0.0%
AIG American International Group Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 5 Est. Cost $73.69 Unrealized -2.0%
CGEN Compugen Ltd Ordinary Shares 0.0%
Value ($000) $0 Shares 200 Est. Cost $2.33 Unrealized -21.6%
KSS Kohls Corp. 0.0%
Value ($000) $0 Shares 16 Est. Cost $24.15 Unrealized -15.6%
SNAP Snap Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 31 Est. Cost $14.35 Unrealized -20.5%
ESPR Esperion Therapeutics Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 200 Est. Cost $1.30 Unrealized +55.7%
SPCE Virgin Galactic Holdings Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 50 Est. Cost $6.68 Unrealized 0.0%
AROW Arrow Financial Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 9 Est. Cost $22.26 Unrealized +21.4%
MAR Marriott International, Inc. Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 1 Est. Cost $236.12 Unrealized -2.7%
NLY Annaly Capital Management Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 12 Est. Cost $19.08 Unrealized
JAZZ Jazz Pharmaceuticals Plc Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $109.94 Unrealized -0.3%
CRON Cronos Group Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.58 Unrealized -11.3%
Avinger Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 225 Est. Cost $0.00 Unrealized
DHC Diversified Healthcare Trust Ordinary Shares 0.0%
Value ($000) $0 Shares 50 Est. Cost $3.06 Unrealized
LXU Lsb Industries, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 26 Est. Cost $8.74 Unrealized -9.1%
FTRE Fortrea Holdings Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 10 Est. Cost $31.04 Unrealized -24.3%
TDC Teradata Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 6 Est. Cost $34.90 Unrealized -14.5%
CMP Compass Minerals International Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 15 Est. Cost $12.90 Unrealized -17.8%
Gan Limited Ordinary Shares 0.0%
Value ($000) $0 Shares 100 Est. Cost $1.48 Unrealized
WDS Woodside Energy Group Ltd ADR 0.0%
Value ($000) $0 Shares 9 Est. Cost $18.78 Unrealized
WRAP Wrap Technologies Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 100 Est. Cost $1.74 Unrealized -6.8%
Tilray Brands Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 84 Est. Cost $1.66 Unrealized
HAS Hasbro, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $55.63 Unrealized +10.3%
FNKO Funko Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 10 Est. Cost $7.76 Unrealized +29.5%
OVV Ovintiv Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $50.34 Unrealized -14.1%
Royce Global Value Trust Inc 0.0%
Value ($000) $0 Shares 9 Est. Cost $11.11 Unrealized
SONY Sony Group Corporation ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $85.00 Unrealized
Ageagle Aerial Systems Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.00 Unrealized
RIOT Riot Platforms Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 10 Est. Cost $10.09 Unrealized -14.2%
ASAIY Sendas Distribuidora S.A. ADR 0.0%
Value ($000) $0 Shares 10 Est. Cost $9.30 Unrealized
CGC Canopy Growth Corporation Ordinary Shares 0.0%
Value ($000) $0 Shares 11 Est. Cost $8.60 Unrealized -29.6%
Nikola Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 8 Est. Cost $4.63 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 -4.1%
ACB Aurora Cannabis Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $6.33 Unrealized -6.4%
Alzamend Neuro Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $1.75 Unrealized