City State Bank Diversified Active

CIK: 0001910666 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 11, 2025

Total Value ($000): $303,352 (100.0% shares, 0.0% debt)

Holdings (752)

AAPL Apple Inc Ordinary Shares 4.3%
Value ($000) $13,077 Shares 58,870 Est. Cost $159.40 Unrealized +44.8%
BIV Vanguard Group, Inc. Intermediate-Term Bond Etf 4.0%
Value ($000) $12,179 Shares 159,060 Est. Cost $35.29 Unrealized
DFCF Dimensional Etf Trust Core Fixed Income 3.7%
Value ($000) $11,293 Shares 268,490 Est. Cost $41.15 Unrealized
BSV Vanguard Group, Inc. Short-Term Bond Etf 3.0%
Value ($000) $9,204 Shares 117,577 Est. Cost $26.18 Unrealized
BND Vanguard Total Bond Market Etf 2.6%
Value ($000) $7,937 Shares 108,060 Est. Cost $44.73 Unrealized
BRK/B Berkshire Hathaway Inc. Ordinary Shares - Class B 2.5%
Value ($000) $7,613 Shares 14,295 Est. Cost $331.32 Unrealized +46.7%
VIG Vanguard Group, Inc. Dividend Appreciation Ftf 2.5%
Value ($000) $7,464 Shares 38,478 Est. Cost $153.84 Unrealized
AGG Blackrock Institutional Trust Company N.A. Ishares Core U.S. Aggregate Bond Etf 2.4%
Value ($000) $7,270 Shares 73,492 Est. Cost $43.19 Unrealized
VYM Vanguard High Dividend Yield Etf 2.4%
Value ($000) $7,216 Shares 55,956 Est. Cost $92.21 Unrealized
BNDX Vanguard Group, Inc. Total International Bond Etf 2.3%
Value ($000) $7,095 Shares 145,327 Est. Cost $16.63 Unrealized
VWOB Vanguard Group, Inc. Emerging Markets Government Bond Etf 2.3%
Value ($000) $6,930 Shares 107,939 Est. Cost $36.97 Unrealized
DFSD Dimensional Etf Trust Short-Duration Fixed Income 2.3%
Value ($000) $6,826 Shares 143,641 Est. Cost $45.55 Unrealized
STIP Blackrock Institutional Trust Company N.A. Ishares 0-5 Year Tips Bond Etf 2.2%
Value ($000) $6,699 Shares 64,743 Est. Cost $90.96 Unrealized
DFAT Dimensional Etf Trust U.S. Targeted Value 1.8%
Value ($000) $5,540 Shares 107,600 Est. Cost $34.66 Unrealized
MSFT Microsoft 1.8%
Value ($000) $5,491 Shares 14,628 Est. Cost $329.17 Unrealized +23.1%
LNT Alliant Energy Corp. Ordinary Shares 1.5%
Value ($000) $4,630 Shares 71,951 Est. Cost $50.05 Unrealized +19.0%
IGIB Blackrock Institutional Trust Company N.A. Ishares 5-10 Year Investment Grade Corporate Bond Etf 1.5%
Value ($000) $4,452 Shares 84,765 Est. Cost $27.66 Unrealized
EBND Spdr Series Trust Bloomberg Emerging Markets Local Bond Etf 1.4%
Value ($000) $4,122 Shares 205,384 Est. Cost $3.72 Unrealized
NVDA Nvidia Corp Ordinary Shares 1.3%
Value ($000) $3,955 Shares 36,492 Est. Cost $94.97 Unrealized +33.4%
VUG Vanguard Group, Inc. Growth Etf 1.2%
Value ($000) $3,770 Shares 10,167 Est. Cost $315.80 Unrealized
VTV Vanguard Group, Inc. Value Etf 1.2%
Value ($000) $3,552 Shares 20,563 Est. Cost $135.77 Unrealized
VFH Vanguard Group, Inc. Financials Etf 1.1%
Value ($000) $3,386 Shares 28,346 Est. Cost $96.04 Unrealized
AMZN Amazon.com Inc. Ordinary Shares 1.1%
Value ($000) $3,311 Shares 17,405 Est. Cost $135.03 Unrealized +60.7%
VO Vanguard Group, Inc. Mid-Cap Etf 1.0%
Value ($000) $3,043 Shares 11,767 Est. Cost $244.59 Unrealized
GOOG Alphabet Inc Ordinary Shares - Class C 0.9%
Value ($000) $2,735 Shares 17,509 Est. Cost $134.99 Unrealized +35.2%
LLY Lilly(eli) & Co Ordinary Shares 0.9%
Value ($000) $2,602 Shares 3,151 Est. Cost $271.85 Unrealized +204.1%
SPY Ssga Active Trust Spdr S&p 500 Etf 0.8%
Value ($000) $2,563 Shares 4,582 Est. Cost $459.23 Unrealized
DFGP Dimensional Etf Trust Global Core Plus Fixed Income 0.8%
Value ($000) $2,466 Shares 46,162 Est. Cost $53.60 Unrealized
DFAC Dimensional Etf Trust U.S. Core Equity 2 0.8%
Value ($000) $2,462 Shares 74,631 Est. Cost $24.24 Unrealized
VMBS Vanguard Group, Inc. Mortgage-Backed Securities Etf 0.7%
Value ($000) $2,225 Shares 48,037 Est. Cost $5.06 Unrealized
VB Vanguard Group, Inc. Small Cap Etf 0.7%
Value ($000) $2,196 Shares 9,904 Est. Cost $225.05 Unrealized
COST Costco Wholesale Corp Ordinary Shares 0.7%
Value ($000) $2,159 Shares 2,283 Est. Cost $497.72 Unrealized +95.0%
JPM JPMorgan Chase & Co. 0.7%
Value ($000) $2,126 Shares 8,667 Est. Cost $145.36 Unrealized +72.6%
VHT Vanguard Group, Inc. Health Care Etf 0.7%
Value ($000) $2,105 Shares 7,952 Est. Cost $183.43 Unrealized
DFAE Dimensional Etf Trust Emerging Core Equity Market 0.7%
Value ($000) $1,978 Shares 76,417 Est. Cost $14.50 Unrealized
JNJ Johnson & Johnson 0.6%
Value ($000) $1,931 Shares 11,641 Est. Cost $144.97 Unrealized +5.2%
ABBV Abbvie Inc Ordinary Shares 0.6%
Value ($000) $1,926 Shares 9,191 Est. Cost $108.85 Unrealized +74.0%
IAGG Blackrock Institutional Trust Company N.A. Ishares International Aggregate Bond Fund 0.6%
Value ($000) $1,893 Shares 37,875 Est. Cost $27.29 Unrealized
DFIV Dimensional Etf Trust International Value 0.6%
Value ($000) $1,836 Shares 46,653 Est. Cost $21.18 Unrealized
RTX Rtx Corp Ordinary Shares 0.6%
Value ($000) $1,789 Shares 13,505 Est. Cost $86.16 Unrealized +44.8%
HD Home Depot, Inc. 0.6%
Value ($000) $1,740 Shares 4,749 Est. Cost $333.95 Unrealized +14.0%
TIP IShares US Treasury Inflation Protected 0.6%
Value ($000) $1,719 Shares 15,475 Est. Cost $116.53 Unrealized
VWO Vanguard Group, Inc. Ftse Emerging Markets Etf 0.6%
Value ($000) $1,711 Shares 37,807 Est. Cost $40.34 Unrealized
VGT Vanguard Group, Inc. Information Technology Etf 0.5%
Value ($000) $1,605 Shares 2,960 Est. Cost $342.74 Unrealized
VBR Vanguard Group, Inc. Small Cap Value Etf 0.5%
Value ($000) $1,573 Shares 8,443 Est. Cost $160.59 Unrealized
CAT Caterpiller, Inc DEL 0.5%
Value ($000) $1,488 Shares 4,513 Est. Cost $212.84 Unrealized +65.4%
MU Micron Technology Inc. Ordinary Shares 0.5%
Value ($000) $1,471 Shares 16,925 Est. Cost $87.77 Unrealized +9.1%
DFAI Dimensional Etf Trust International Core Equity Market 0.5%
Value ($000) $1,441 Shares 46,127 Est. Cost $14.52 Unrealized
DFLV Dimensional Etf Trust US Large Cap Value 0.4%
Value ($000) $1,348 Shares 44,085 Est. Cost $30.07 Unrealized
DE Deere & Co. 0.4%
Value ($000) $1,348 Shares 2,871 Est. Cost $335.81 Unrealized +37.4%
DUHP Dimensional Etf Trust US High Profitability 0.4%
Value ($000) $1,316 Shares 39,699 Est. Cost $27.35 Unrealized
MRK Merck & Co Inc Ordinary Shares 0.4%
Value ($000) $1,282 Shares 14,284 Est. Cost $75.15 Unrealized +19.9%
ADP Automatic Data Processing 0.4%
Value ($000) $1,266 Shares 4,142 Est. Cost $207.24 Unrealized +42.5%
WMT Walmart Inc 0.4%
Value ($000) $1,171 Shares 13,338 Est. Cost $54.14 Unrealized +71.7%
VZ Verizon Communications 0.4%
Value ($000) $1,130 Shares 24,921 Est. Cost $40.41 Unrealized -2.0%
SPIP Spdr Series Trust Portfolio Tips Etf 0.4%
Value ($000) $1,126 Shares 42,675 Est. Cost $4.65 Unrealized
VEU Vanguard Group, Inc. Ftse All-World ex-US Etf 0.4%
Value ($000) $1,121 Shares 18,481 Est. Cost $51.46 Unrealized
FITB Fifth Third Bancorp Ordinary Shares 0.4%
Value ($000) $1,100 Shares 28,054 Est. Cost $35.49 Unrealized +14.6%
TSM Taiwan Semiconductor Manufacturing LTD 0.4%
Value ($000) $1,100 Shares 6,624 Est. Cost $44.11 Unrealized
VEA Vanguard Group, Inc. Ftse Developed Markets Etf 0.4%
Value ($000) $1,095 Shares 21,542 Est. Cost $34.79 Unrealized
KO Coca Cola Co 0.4%
Value ($000) $1,089 Shares 15,209 Est. Cost $50.39 Unrealized +28.9%
META Meta Platforms Inc Ordinary Shares - Class A 0.4%
Value ($000) $1,075 Shares 1,865 Est. Cost $308.85 Unrealized +108.3%
IBB Blackrock Institutional Trust Company N.A. Ishares Biotechnology Etf 0.3%
Value ($000) $1,060 Shares 8,290 Est. Cost $140.56 Unrealized
VOO Vanguard Group, Inc. S&p 500 Etf 0.3%
Value ($000) $1,047 Shares 2,038 Est. Cost $227.05 Unrealized
CVX Chevron Common 0.3%
Value ($000) $1,038 Shares 6,202 Est. Cost $100.79 Unrealized +49.3%
TSLA Tesla Inc Ordinary Shares 0.3%
Value ($000) $991 Shares 3,822 Est. Cost $249.99 Unrealized +33.3%
QQQM Invesco Exchange-Traded Fund Trust Ii Nasdaq 100 Etf 0.3%
Value ($000) $976 Shares 5,055 Est. Cost $154.37 Unrealized
IBM IBM Common 0.3%
Value ($000) $967 Shares 3,888 Est. Cost $113.86 Unrealized +110.3%
VPU Vanguard Group, Inc. Utilities Etf 0.3%
Value ($000) $958 Shares 5,606 Est. Cost $135.52 Unrealized
PG Procter & Gamble Co. Ordinary Shares 0.3%
Value ($000) $957 Shares 5,618 Est. Cost $137.65 Unrealized +19.1%
LMT Lockheed Martin Corp. 0.3%
Value ($000) $950 Shares 2,127 Est. Cost $334.61 Unrealized +34.0%
EMB Blackrock Institutional Trust Company N.A. Ishares J.P. Morgan USD Emerging Markets Bond Etf 0.3%
Value ($000) $942 Shares 10,395 Est. Cost $67.11 Unrealized
VIS Vanguard Group, Inc. Industrials Etf 0.3%
Value ($000) $858 Shares 3,466 Est. Cost $198.87 Unrealized
SPEM Ssga Active Trust Spdr Portfolio Emerging Markets Etf 0.3%
Value ($000) $857 Shares 21,766 Est. Cost $15.00 Unrealized
CASY Caseys General Stores Inc 0.3%
Value ($000) $824 Shares 1,898 Est. Cost $231.95 Unrealized +75.9%
UNH Unitedhealth Group Common 0.3%
Value ($000) $801 Shares 1,529 Est. Cost $442.32 Unrealized +12.9%
CB Chubb Limited Ordinary Shares 0.3%
Value ($000) $794 Shares 2,629 Est. Cost $178.04 Unrealized +55.2%
MCD McDonalds Corp. 0.3%
Value ($000) $767 Shares 2,455 Est. Cost $239.65 Unrealized +22.2%
XOM Exxonmobil Corp. 0.2%
Value ($000) $756 Shares 6,359 Est. Cost $55.95 Unrealized +91.6%
NEE Nextera Energy Inc Ordinary Shares 0.2%
Value ($000) $755 Shares 10,647 Est. Cost $72.82 Unrealized -5.7%
LQD IShares Trust Goldman Sacsh $ Investop Corp Bond Fund 0.2%
Value ($000) $751 Shares 6,910 Est. Cost $3.72 Unrealized
BLV Vanguard Group, Inc. Long-Term Bond Etf 0.2%
Value ($000) $747 Shares 10,609 Est. Cost $57.70 Unrealized
BABA Alibaba Group Holding Ltd ADR 0.2%
Value ($000) $737 Shares 5,572 Est. Cost $0.07 Unrealized
VAW Vanguard Materials Viper 0.2%
Value ($000) $736 Shares 3,899 Est. Cost $195.11 Unrealized
PFG Principal Financial Group 0.2%
Value ($000) $735 Shares 8,707 Est. Cost $64.04 Unrealized +25.3%
V Visa Inc Ordinary Shares - Class A 0.2%
Value ($000) $724 Shares 2,067 Est. Cost $207.62 Unrealized +62.0%
AMGN Amgen, Inc. 0.2%
Value ($000) $717 Shares 2,300 Est. Cost $189.39 Unrealized +51.7%
VCSH Vanguard Short-term Corporate Bond Idx Fund Etf 0.2%
Value ($000) $701 Shares 8,885 Est. Cost $53.49 Unrealized
HON Honeywell International Inc Ordinary Shares 0.2%
Value ($000) $701 Shares 3,312 Est. Cost $184.28 Unrealized +7.7%
CRWD Crowdstrike Holdings Inc Ordinary Shares - Class A 0.2%
Value ($000) $699 Shares 1,983 Est. Cost $196.03 Unrealized +94.4%
ABT Abbott Labs 0.2%
Value ($000) $691 Shares 5,212 Est. Cost $117.90 Unrealized +6.4%
UNP Union Pacific Corp. Ordinary Shares 0.2%
Value ($000) $687 Shares 2,909 Est. Cost $222.23 Unrealized +6.0%
LOW Lowes Cos, Inc. 0.2%
Value ($000) $687 Shares 2,946 Est. Cost $217.18 Unrealized +11.5%
MMM 3M Co. Ordinary Shares 0.2%
Value ($000) $680 Shares 4,628 Est. Cost $95.08 Unrealized +52.1%
CRM Salesforce Inc Ordinary Shares 0.2%
Value ($000) $674 Shares 2,513 Est. Cost $251.74 Unrealized +22.7%
PFF Blackrock Institutional Trust Company N.A. Ishares Preferred And Income Securities Etf 0.2%
Value ($000) $666 Shares 21,665 Est. Cost $33.79 Unrealized
MELI Mercadolibre Inc Ordinary Shares 0.2%
Value ($000) $661 Shares 339 Est. Cost $1719.64 Unrealized +15.4%
SO Southern Co. 0.2%
Value ($000) $661 Shares 7,187 Est. Cost $55.75 Unrealized +50.9%
WEC Wec Energy Group Inc Ordinary Shares 0.2%
Value ($000) $643 Shares 5,896 Est. Cost $79.85 Unrealized +24.3%
MGK Vanguard Group, Inc. Mega Cap Growth Etf 0.2%
Value ($000) $637 Shares 2,061 Est. Cost $194.39 Unrealized
MO Altria Group Inc. 0.2%
Value ($000) $627 Shares 10,442 Est. Cost $33.25 Unrealized +53.5%
GS Goldman Sachs Group, Inc. Ordinary Shares 0.2%
Value ($000) $626 Shares 1,145 Est. Cost $336.64 Unrealized +75.5%
AEP Am Electric Common 0.2%
Value ($000) $618 Shares 5,655 Est. Cost $75.13 Unrealized +31.0%
BAC Bank of America Corp. 0.2%
Value ($000) $614 Shares 14,706 Est. Cost $40.09 Unrealized +8.8%
AMAT Applied Materials Inc. Ordinary Shares 0.2%
Value ($000) $608 Shares 4,187 Est. Cost $139.59 Unrealized +19.4%
VV Vanguard Group, Inc. Large Cap Etf 0.2%
Value ($000) $605 Shares 2,355 Est. Cost $222.33 Unrealized
TRV Travelers Companies Inc. Ordinary Shares 0.2%
Value ($000) $599 Shares 2,266 Est. Cost $145.22 Unrealized +69.0%
SBUX Starbucks Corp. 0.2%
Value ($000) $593 Shares 6,050 Est. Cost $95.52 Unrealized +5.7%
AMD Advanced Micro Devices Inc. Ordinary Shares 0.2%
Value ($000) $590 Shares 5,747 Est. Cost $111.30 Unrealized -0.1%
PFE Pfizer Inc 0.2%
Value ($000) $583 Shares 23,001 Est. Cost $35.70 Unrealized -30.8%
MDT Medtronic Plc Ordinary Shares 0.2%
Value ($000) $565 Shares 6,285 Est. Cost $100.59 Unrealized -13.1%
IVV Blackrock Institutional Trust Company N.A. Ishares Core S&p 500 Etf 0.2%
Value ($000) $560 Shares 997 Est. Cost $477.88 Unrealized
T AT&T, Inc. 0.2%
Value ($000) $547 Shares 19,345 Est. Cost $15.05 Unrealized +61.8%
BMY Bristol-Myers Squibb Co. 0.2%
Value ($000) $545 Shares 8,940 Est. Cost $49.93 Unrealized +11.1%
ED Consolidated Edison, Inc. 0.2%
Value ($000) $519 Shares 4,691 Est. Cost $71.79 Unrealized +32.7%
UPS United Parcel Service, Inc. 0.2%
Value ($000) $507 Shares 4,612 Est. Cost $168.03 Unrealized -33.0%
IJH Blackrock Institutional Trust Company N.A. Ishares Core S&p Mid-Cap Etf 0.2%
Value ($000) $501 Shares 8,580 Est. Cost $56.50 Unrealized
SNOW Snowflake Inc Ordinary Shares - Class A 0.2%
Value ($000) $499 Shares 3,414 Est. Cost $163.04 Unrealized +4.1%
ENB Enbridge Inc Ordinary Shares 0.2%
Value ($000) $493 Shares 11,125 Est. Cost $31.64 Unrealized +30.8%
DGRO Blackrock Institutional Trust Company N.A. Ishares Core Dividend Growth Etf 0.2%
Value ($000) $478 Shares 7,732 Est. Cost $51.44 Unrealized
PEP PepsiCo, Inc. 0.2%
Value ($000) $474 Shares 3,164 Est. Cost $149.58 Unrealized -4.1%
VIGI Vanguard Group, Inc. International Dividend Appreciation Etf 0.2%
Value ($000) $465 Shares 5,605 Est. Cost $48.03 Unrealized
IUSB Blackrock Institutional Trust Company N.A. Ishares Core Total USD Bond Market Etf 0.2%
Value ($000) $464 Shares 10,067 Est. Cost $48.83 Unrealized
PEY Invesco Capital Management LLC High Yield Equity Dividend Achievers Etf 0.1%
Value ($000) $449 Shares 20,914 Est. Cost $19.02 Unrealized
WM Waste Management, Inc. Ordinary Shares 0.1%
Value ($000) $437 Shares 1,888 Est. Cost $155.80 Unrealized +40.2%
NTAP Netapp Inc Ordinary Shares 0.1%
Value ($000) $436 Shares 4,965 Est. Cost $81.48 Unrealized +32.9%
GE Ge Aerospace Ordinary Shares 0.1%
Value ($000) $418 Shares 2,090 Est. Cost $101.52 Unrealized +92.8%
USB US Bancorp DEL 0.1%
Value ($000) $417 Shares 9,876 Est. Cost $43.65 Unrealized +1.2%
DOV Dover Corp. Ordinary Shares 0.1%
Value ($000) $407 Shares 2,319 Est. Cost $160.92 Unrealized +18.3%
IHAK Ishares Trust Cybersecurity And Tech Etf 0.1%
Value ($000) $403 Shares 8,584 Est. Cost $42.84 Unrealized
BDX Becton Dickinson & Co. Ordinary Shares 0.1%
Value ($000) $395 Shares 1,725 Est. Cost $224.90 Unrealized +1.1%
IWF Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Growth Etf 0.1%
Value ($000) $392 Shares 1,086 Est. Cost $170.60 Unrealized
SPGI S&p Global INC CORP 0.1%
Value ($000) $382 Shares 751 Est. Cost $443.50 Unrealized +14.4%
DFAU Dimensional Etf Trust US Core Equity Market 0.1%
Value ($000) $379 Shares 9,866 Est. Cost $31.37 Unrealized
MRVL Marvell Technology Inc Ordinary Shares 0.1%
Value ($000) $365 Shares 5,933 Est. Cost $42.09 Unrealized +129.7%
GOVT Blackrock Institutional Trust Company N.A. Ishares U.S. Treasury Bond Etf 0.1%
Value ($000) $365 Shares 15,891 Est. Cost $12.32 Unrealized
PM Philip Morris International Inc Ordinary Shares 0.1%
Value ($000) $361 Shares 2,276 Est. Cost $78.12 Unrealized +75.3%
GILD Gilead Sciences, Inc. 0.1%
Value ($000) $360 Shares 3,217 Est. Cost $58.23 Unrealized +72.6%
MA Mastercard Incorporated Ordinary Shares - Class A 0.1%
Value ($000) $360 Shares 657 Est. Cost $337.07 Unrealized +60.8%
CMI Cummins Inc. Ordinary Shares 0.1%
Value ($000) $353 Shares 1,127 Est. Cost $205.83 Unrealized +68.1%
MS Morgan Stanley Ordinary Shares 0.1%
Value ($000) $347 Shares 2,978 Est. Cost $86.63 Unrealized +45.3%
TPL Texas Pacific Land Corporation Ordinary Shares 0.1%
Value ($000) $346 Shares 261 Est. Cost $443.26 Unrealized 0.0%
ADBE Adobe Inc Ordinary Shares 0.1%
Value ($000) $345 Shares 899 Est. Cost $509.71 Unrealized -15.9%
TXN Texas Instruments, Inc. 0.1%
Value ($000) $341 Shares 1,898 Est. Cost $170.14 Unrealized +7.1%
DIS Disney Walt Co. 0.1%
Value ($000) $339 Shares 3,430 Est. Cost $129.79 Unrealized -18.1%
IEMG Blackrock Institutional Trust Company N.A. Ishares Core Msci Emerging Markets Etf 0.1%
Value ($000) $337 Shares 6,250 Est. Cost $23.23 Unrealized
IDEV Ishares Trust Core Msci International Developed Markets Etf 0.1%
Value ($000) $336 Shares 4,877 Est. Cost $14.26 Unrealized
BA Boeing Co Common 0.1%
Value ($000) $333 Shares 1,955 Est. Cost $204.91 Unrealized -15.5%
KMB Kimberly-Clark Corp. Ordinary Shares 0.1%
Value ($000) $330 Shares 2,323 Est. Cost $115.34 Unrealized +12.5%
AXP American Express Co. 0.1%
Value ($000) $329 Shares 1,223 Est. Cost $163.09 Unrealized +79.3%
Discover Financial Services Ordinary Shares 0.1%
Value ($000) $323 Shares 1,892 Est. Cost $115.50 Unrealized
F Ford Motor Company Common 0.1%
Value ($000) $311 Shares 31,007 Est. Cost $13.49 Unrealized -31.5%
MBB Blackrock Institutional Trust Company N.A. Ishares Mbs Etf 0.1%
Value ($000) $310 Shares 3,307 Est. Cost $19.93 Unrealized
NKE Nike, Inc. Ordinary Shares - Class B 0.1%
Value ($000) $306 Shares 4,822 Est. Cost $92.99 Unrealized -22.5%
AXON Axon Enterprise Inc Ordinary Shares 0.1%
Value ($000) $305 Shares 580 Est. Cost $167.89 Unrealized +248.6%
CI Cigna Group (The) Ordinary Shares 0.1%
Value ($000) $304 Shares 923 Est. Cost $209.74 Unrealized +41.0%
PAYX Paychex Inc. Ordinary Shares 0.1%
Value ($000) $303 Shares 1,962 Est. Cost $110.07 Unrealized +30.1%
FISV Fiserv, Inc. 0.1%
Value ($000) $297 Shares 1,345 Est. Cost $102.76 Unrealized +113.0%
COP Conoco Phillips Ordinary Shares 0.1%
Value ($000) $289 Shares 2,750 Est. Cost $67.63 Unrealized +43.1%
GOOGL Alphabet Inc Ordinary Shares - Class A 0.1%
Value ($000) $277 Shares 1,794 Est. Cost $124.68 Unrealized +44.9%
GLD Spdr Gold Trust Shares Etf 0.1%
Value ($000) $273 Shares 946 Est. Cost $140.80 Unrealized
DUK Duke Energy Hldg Common 0.1%
Value ($000) $270 Shares 2,217 Est. Cost $88.66 Unrealized +24.7%
CSCO Cisco Systems, Inc. 0.1%
Value ($000) $268 Shares 4,345 Est. Cost $50.96 Unrealized +17.9%
MET Metlife Inc Ordinary Shares 0.1%
Value ($000) $261 Shares 3,247 Est. Cost $55.38 Unrealized +46.6%
IEFA Blackrock Institutional Trust Company N.A. Ishares Core Msci Eafe Etf 0.1%
Value ($000) $251 Shares 3,320 Est. Cost $74.70 Unrealized
HEFA Blackrock Institutional Trust Company N.A. Ishares Currency Hedged Msci Eafe Etf 0.1%
Value ($000) $250 Shares 6,900 Est. Cost $35.31 Unrealized
IBIT Ishares Bitcoin Trust Etf Beneficial Interest 0.1%
Value ($000) $249 Shares 5,315 Est. Cost $46.76 Unrealized
VOT Vanguard Group, Inc. Mid-Cap Growth Etf 0.1%
Value ($000) $245 Shares 1,002 Est. Cost $206.64 Unrealized
IJR Blackrock Institutional Trust Company N.A. Ishares Core S&p Small-Cap Etf 0.1%
Value ($000) $245 Shares 2,343 Est. Cost $114.36 Unrealized
QQQ Invesco Capital Management LLC Qqq Trust Series 1 0.1%
Value ($000) $243 Shares 518 Est. Cost $297.91 Unrealized
DD Dupont DE Nemours Inc Ordinary Shares 0.1%
Value ($000) $241 Shares 3,222 Est. Cost $28.92 Unrealized +10.3%
MLM Martin Marietta Materials, Inc. Ordinary Shares 0.1%
Value ($000) $238 Shares 498 Est. Cost $396.00 Unrealized +27.6%
IWM Blackrock Institutional Trust Company N.A. Ishares Russell 2000 Etf 0.1%
Value ($000) $237 Shares 1,190 Est. Cost $219.38 Unrealized
VOE Vanguard Group, Inc. Mid-Cap Value Etf 0.1%
Value ($000) $236 Shares 1,467 Est. Cost $144.82 Unrealized
AVGO Broadcom Inc Ordinary Shares 0.1%
Value ($000) $234 Shares 1,400 Est. Cost $150.45 Unrealized +39.5%
WFC Wells Fargo & Co. Common Stock 0.1%
Value ($000) $228 Shares 3,179 Est. Cost $41.26 Unrealized +78.6%
INTC Intel Corp. 0.1%
Value ($000) $224 Shares 9,878 Est. Cost $37.22 Unrealized -41.2%
GD General Dynamics Corp. 0.1%
Value ($000) $221 Shares 812 Est. Cost $186.96 Unrealized +36.8%
PCY Invesco Capital Management LLC Emerging Markets Sovereign Debt Etf 0.1%
Value ($000) $207 Shares 10,250 Est. Cost $13.39 Unrealized
DVN Devon Energy Corp. Ordinary Shares 0.1%
Value ($000) $201 Shares 5,375 Est. Cost $45.96 Unrealized -24.8%
IESC Ies Holdings Inc Ordinary Shares 0.1%
Value ($000) $197 Shares 1,195 Est. Cost $222.56 Unrealized -6.3%
SMCI Super Micro Computer Inc Ordinary Shares 0.1%
Value ($000) $197 Shares 5,740 Est. Cost $37.94 Unrealized 0.0%
CHKP Check Point Software Tech 0.1%
Value ($000) $195 Shares 855 Est. Cost $189.17 Unrealized +12.0%
BK Bank of New York Mellon Corp 0.1%
Value ($000) $194 Shares 2,317 Est. Cost $51.63 Unrealized +59.9%
TM Toyota Motor Corp - Adr 0.1%
Value ($000) $194 Shares 1,100 Est. Cost $179.61 Unrealized
VLO Valero Energy Corp. Ordinary Shares 0.1%
Value ($000) $192 Shares 1,455 Est. Cost $65.12 Unrealized +98.7%
BX Blackstone Inc Ordinary Shares 0.1%
Value ($000) $192 Shares 1,372 Est. Cost $116.12 Unrealized +36.2%
ROK Rockwell Automation Inc Ordinary Shares 0.1%
Value ($000) $189 Shares 730 Est. Cost $246.03 Unrealized +11.6%
IWD Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Value Etf 0.1%
Value ($000) $189 Shares 1,002 Est. Cost $161.56 Unrealized
PNC PNC Financial Services Group, Inc. 0.1%
Value ($000) $183 Shares 1,040 Est. Cost $179.89 Unrealized +1.9%
MDLZ Mondelez International Inc. Ordinary Shares - Class A 0.1%
Value ($000) $181 Shares 2,663 Est. Cost $56.14 Unrealized +6.4%
XEL Xcel Energy Common 0.1%
Value ($000) $179 Shares 2,526 Est. Cost $59.08 Unrealized +11.7%
NOC Northrop Grumman Corp. Ordinary Shares 0.1%
Value ($000) $175 Shares 342 Est. Cost $348.21 Unrealized +35.0%
NTR Nutrien Ltd Ordinary Shares 0.1%
Value ($000) $175 Shares 3,515 Est. Cost $61.88 Unrealized -19.0%
DFUS Dimensional Etf Trust U.S. Equity Market 0.1%
Value ($000) $174 Shares 2,880 Est. Cost $9.43 Unrealized
CVS CVS Health Corp Ordinary Shares 0.1%
Value ($000) $173 Shares 2,547 Est. Cost $80.04 Unrealized -27.6%
VDC Vanguard Group, Inc. Consumer Staples Etf 0.1%
Value ($000) $172 Shares 787 Est. Cost $177.33 Unrealized
COR Cencora Inc. Ordinary Shares 0.1%
Value ($000) $172 Shares 618 Est. Cost $137.40 Unrealized +81.6%
VDE Vanguard Group, Inc. Energy Etf 0.1%
Value ($000) $171 Shares 1,322 Est. Cost $82.63 Unrealized
IEO Blackrock Institutional Trust Company N.A. Ishares U.S. Oil & Gas Exploration Production Etf 0.1%
Value ($000) $170 Shares 1,800 Est. Cost $99.07 Unrealized
GIS General Mills Inc. 0.1%
Value ($000) $170 Shares 2,842 Est. Cost $58.04 Unrealized -0.1%
MPC Marathon Petroleum Corp Ordinary Shares 0.1%
Value ($000) $164 Shares 1,128 Est. Cost $61.38 Unrealized +136.5%
WELL Welltower Inc. Ordinary Shares 0.1%
Value ($000) $162 Shares 1,058 Est. Cost $61.54 Unrealized +128.0%
IWB Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Etf 0.1%
Value ($000) $161 Shares 525 Est. Cost $264.12 Unrealized
VSS Vanguard Group, Inc. Ftse All-World Ex-US Small Capital Index Fund Etf 0.1%
Value ($000) $160 Shares 1,381 Est. Cost $131.80 Unrealized
WTBA West Bancorporation 0.1%
Value ($000) $159 Shares 7,954 Est. Cost $30.21 Unrealized -29.3%
ALSN Allison Transmission Holdings Inc Ordinary Shares 0.1%
Value ($000) $155 Shares 1,625 Est. Cost $106.19 Unrealized -1.1%
IMCG Blackrock Institutional Trust Company N.A. Ishares Morningstar Mid-Cap Growth Etf 0.1%
Value ($000) $153 Shares 2,148 Est. Cost $73.09 Unrealized
CTVA Corteva Inc Ordinary Shares 0.1%
Value ($000) $153 Shares 2,424 Est. Cost $43.66 Unrealized +40.3%
ZBH Zimmer Biomet Holdings INC CORP 0.0%
Value ($000) $151 Shares 1,332 Est. Cost $125.12 Unrealized -15.3%
EDIV Ssga Active Trust Spdr S&p Emerging Markets Dividend Etf 0.0%
Value ($000) $148 Shares 4,143 Est. Cost $35.70 Unrealized
Barrick Gold Corp. Ordinary Shares 0.0%
Value ($000) $146 Shares 7,500 Est. Cost $15.96 Unrealized
C Citigroup Inc Ordinary Shares 0.0%
Value ($000) $145 Shares 2,044 Est. Cost $47.99 Unrealized +55.3%
IWN Blackrock Institutional Trust Company N.A. Ishares Russell 2000 Value Etf 0.0%
Value ($000) $142 Shares 939 Est. Cost $148.47 Unrealized
RBLX Roblox Corporation Ordinary Shares - Class A 0.0%
Value ($000) $142 Shares 2,428 Est. Cost $42.82 Unrealized +46.8%
PPG PPG Industries, Inc. Ordinary Shares 0.0%
Value ($000) $141 Shares 1,290 Est. Cost $141.74 Unrealized -20.6%
EFA Blackrock Institutional Trust Company N.A. Ishares Msci Eafe Etf 0.0%
Value ($000) $141 Shares 1,720 Est. Cost $73.36 Unrealized
ITA Blackrock Institutional Trust Company N.A. Ishares U.S. Aerospace & Defense Etf 0.0%
Value ($000) $140 Shares 915 Est. Cost $101.09 Unrealized
FDX Fedex Corp Ordinary Shares 0.0%
Value ($000) $137 Shares 561 Est. Cost $210.05 Unrealized +20.7%
MLI Mueller Industries, Inc. Ordinary Shares 0.0%
Value ($000) $135 Shares 1,775 Est. Cost $79.51 Unrealized -0.6%
PGR Progressive Corp. Ordinary Shares 0.0%
Value ($000) $135 Shares 476 Est. Cost $94.29 Unrealized +160.2%
GEV Ge Vernova Inc. Ordinary Shares 0.0%
Value ($000) $134 Shares 440 Est. Cost $215.64 Unrealized +61.4%
ORCL Oracle Corp. 0.0%
Value ($000) $133 Shares 950 Est. Cost $89.43 Unrealized +80.7%
SCHW Charles Schwab Corp. Ordinary Shares 0.0%
Value ($000) $133 Shares 1,695 Est. Cost $54.22 Unrealized +43.2%
CMG Chipotle Mexican Grill Ordinary Shares 0.0%
Value ($000) $132 Shares 2,635 Est. Cost $59.34 Unrealized -8.4%
CAG Conagra Foods 0.0%
Value ($000) $132 Shares 4,955 Est. Cost $26.93 Unrealized -9.4%
DFAX Dimensional Etf Trust World Ex U.S. Core Equity 2 0.0%
Value ($000) $131 Shares 5,000 Est. Cost $0.02 Unrealized
ISCV Blackrock Institutional Trust Company N.A. Ishares Morningstar Small-Cap Value Etf 0.0%
Value ($000) $130 Shares 2,196 Est. Cost $59.65 Unrealized
VOOV Vanguard Group, Inc. S&p 500 Value Etf 0.0%
Value ($000) $129 Shares 700 Est. Cost $158.04 Unrealized
IVE Blackrock Institutional Trust Company N.A. Ishares S&p 500 Value Etf 0.0%
Value ($000) $129 Shares 676 Est. Cost $156.80 Unrealized
ADI Analog Devices Inc. Ordinary Shares 0.0%
Value ($000) $128 Shares 635 Est. Cost $173.36 Unrealized +22.8%
WYNN Wynn Resorts Ltd. Ordinary Shares 0.0%
Value ($000) $128 Shares 1,530 Est. Cost $79.75 Unrealized +6.0%
IDV Blackrock Institutional Trust Company N.A. Ishares International Select Dividend Etf 0.0%
Value ($000) $128 Shares 4,114 Est. Cost $31.02 Unrealized
FXG First Trust Exchange-Traded Fund Iii Consumer Staples Alphadex 0.0%
Value ($000) $127 Shares 1,945 Est. Cost $0.06 Unrealized
IXG Blackrock Institutional Trust Company N.A. Ishares Global Financials Etf 0.0%
Value ($000) $126 Shares 1,225 Est. Cost $0.89 Unrealized
UAA Under Armour Inc 0.0%
Value ($000) $125 Shares 20,063 Est. Cost $7.36 Unrealized +1.1%
UBER Uber Technologies Inc Ordinary Shares 0.0%
Value ($000) $125 Shares 1,715 Est. Cost $71.20 Unrealized +1.2%
RACE Ferrari N.V. Ordinary Shares 0.0%
Value ($000) $122 Shares 285 Est. Cost $208.60 Unrealized +115.6%
CASH Pathward Financial Inc Ordinary Shares 0.0%
Value ($000) $122 Shares 1,670 Est. Cost $58.81 Unrealized +29.4%
ZVRA Zevra Therapeutics Inc Ordinary Shares 0.0%
Value ($000) $122 Shares 16,224 Est. Cost $8.50 Unrealized -6.5%
CL Colgate Polmolive Co. 0.0%
Value ($000) $120 Shares 1,284 Est. Cost $70.92 Unrealized +23.9%
Managed Portfolio Series Tortoise North American Pipeline Fund Etf 0.0%
Value ($000) $120 Shares 3,298 Est. Cost $36.37 Unrealized
BP BP 0.0%
Value ($000) $120 Shares 3,543 Est. Cost $24.90 Unrealized
HSIC Henry Schein Inc. Ordinary Shares 0.0%
Value ($000) $118 Shares 1,725 Est. Cost $72.90 Unrealized +1.3%
TT Trane Technologies Plc Ordinary Shares - Class A 0.0%
Value ($000) $117 Shares 346 Est. Cost $178.56 Unrealized +101.1%
XLP Ssga Active Trust Consumer Staples Select Sector Spdr 0.0%
Value ($000) $116 Shares 1,425 Est. Cost $46.19 Unrealized
PSX Phillips 66 Ordinary Shares 0.0%
Value ($000) $116 Shares 942 Est. Cost $79.38 Unrealized +50.2%
NFLX Netflix Inc. Ordinary Shares 0.0%
Value ($000) $116 Shares 124 Est. Cost $46.86 Unrealized +103.0%
PEG Public Service Enterprise Group Inc. Ordinary Shares 0.0%
Value ($000) $115 Shares 1,401 Est. Cost $55.47 Unrealized +46.0%
ADM Archer Daniels Midland Co. Ordinary Shares 0.0%
Value ($000) $110 Shares 2,290 Est. Cost $55.97 Unrealized -16.4%
PSA Public Storage Ordinary Shares 0.0%
Value ($000) $110 Shares 366 Est. Cost $306.57 Unrealized -6.2%
G Genpact Ltd Ordinary Shares 0.0%
Value ($000) $109 Shares 2,171 Est. Cost $38.74 Unrealized +26.6%
RSP Invesco Capital Management LLC S&p 500 Equal Weight Etf 0.0%
Value ($000) $109 Shares 629 Est. Cost $149.32 Unrealized
DFIP Dimensional Etf Trust Inflation-Protected Securities 0.0%
Value ($000) $105 Shares 2,500 Est. Cost $40.49 Unrealized
NEM Newmont Corp Ordinary Shares 0.0%
Value ($000) $105 Shares 2,170 Est. Cost $33.56 Unrealized +28.9%
PKG Packaging Corp Amer Common 0.0%
Value ($000) $104 Shares 524 Est. Cost $122.50 Unrealized +70.1%
OKE Oneok Inc. Ordinary Shares 0.0%
Value ($000) $103 Shares 1,040 Est. Cost $74.33 Unrealized +27.8%
KRE Spdr Series Trust S&p Regional Banking Etf 0.0%
Value ($000) $102 Shares 1,800 Est. Cost $0.04 Unrealized
D Dominion Energy Inc Ordinary Shares 0.0%
Value ($000) $101 Shares 1,806 Est. Cost $54.66 Unrealized -3.5%
VTWG Vanguard Group, Inc. Russell 2000 Growth Index Etf 0.0%
Value ($000) $100 Shares 536 Est. Cost $209.39 Unrealized
ISRG Intuitive Surgical Inc Ordinary Shares 0.0%
Value ($000) $99 Shares 200 Est. Cost $342.00 Unrealized +61.7%
PRU Prudential Financial Inc. Ordinary Shares 0.0%
Value ($000) $98 Shares 879 Est. Cost $88.82 Unrealized +22.7%
ILCB Blackrock Institutional Trust Company N.A. Ishares Morningstar U.S. Equity Etf 0.0%
Value ($000) $98 Shares 1,268 Est. Cost $66.25 Unrealized
EEM Blackrock Institutional Trust Company N.A. Ishares Msci Emerging Markets Etf 0.0%
Value ($000) $97 Shares 2,230 Est. Cost $2.46 Unrealized
LRCX Lam Research Corp. Ordinary Shares 0.0%
Value ($000) $97 Shares 1,340 Est. Cost $78.11 Unrealized 0.0%
SLV Blackrock Institutional Trust Company N.A. Ishares Silver 0.0%
Value ($000) $97 Shares 3,116 Est. Cost $18.50 Unrealized
NVS Novartis Ag ADR 0.0%
Value ($000) $95 Shares 855 Est. Cost $87.64 Unrealized
BIIB Biogen Inc Ordinary Shares 0.0%
Value ($000) $95 Shares 692 Est. Cost $233.59 Unrealized -38.8%
SHEL Shell Plc ADR (Representing - Ordinary Shares) 0.0%
Value ($000) $94 Shares 1,282 Est. Cost $52.96 Unrealized
WY Weyerhaeuser Co. Ordinary Shares 0.0%
Value ($000) $94 Shares 3,207 Est. Cost $32.09 Unrealized -10.1%
POR Portland General Electric Co Ordinary Shares 0.0%
Value ($000) $94 Shares 2,105 Est. Cost $43.70 Unrealized -6.3%
O Realty Income Corp. Ordinary Shares 0.0%
Value ($000) $90 Shares 1,550 Est. Cost $55.36 Unrealized -5.0%
VNQ Vanguard Group, Inc. Real Estate Index Fund Etf 0.0%
Value ($000) $89 Shares 985 Est. Cost $112.12 Unrealized
KIM Kimco Realty Corporation Ordinary Shares 0.0%
Value ($000) $88 Shares 4,143 Est. Cost $19.16 Unrealized +9.0%
CARR Carrier Global Corp Ordinary Shares 0.0%
Value ($000) $86 Shares 1,353 Est. Cost $50.95 Unrealized +29.1%
TGT Target Corp. 0.0%
Value ($000) $85 Shares 817 Est. Cost $168.58 Unrealized -28.7%
SYY Sysco Corp. 0.0%
Value ($000) $84 Shares 1,116 Est. Cost $68.78 Unrealized +3.7%
WMB Williams Cos Inc Ordinary Shares 0.0%
Value ($000) $84 Shares 1,400 Est. Cost $22.75 Unrealized +143.6%
PRI Primerica Inc Ordinary Shares 0.0%
Value ($000) $84 Shares 294 Est. Cost $158.57 Unrealized +79.7%
DOW Dow Inc Ordinary Shares 0.0%
Value ($000) $83 Shares 2,366 Est. Cost $45.08 Unrealized -20.2%
SRTA Blade Air Mobility Inc Ordinary Shares - Class A 0.0%
Value ($000) $82 Shares 30,000 Est. Cost $3.59 Unrealized 0.0%
Blackrock, Inc. (US) Blackrock Technology And Private Equity Term Trust 0.0%
Value ($000) $81 Shares 12,913 Est. Cost $6.26 Unrealized
XLU Ssga Active Trust Utilities Select Sector Spdr Etf 0.0%
Value ($000) $81 Shares 1,025 Est. Cost $45.28 Unrealized
STZ Constellation Brands Inc Ordinary Shares - Class A 0.0%
Value ($000) $81 Shares 439 Est. Cost $212.48 Unrealized -16.3%
FDN First Trust Exchange-Traded Fund Iii Dow Jones Internet Index 0.0%
Value ($000) $80 Shares 361 Est. Cost $0.15 Unrealized
BTI British American Tobacco Plc ADR 0.0%
Value ($000) $79 Shares 1,905 Est. Cost $7.71 Unrealized
AAP Advance Auto Parts Inc Ordinary Shares 0.0%
Value ($000) $78 Shares 2,000 Est. Cost $51.16 Unrealized -18.1%
OTIS Otis Worldwide Corp Ordinary Shares 0.0%
Value ($000) $78 Shares 757 Est. Cost $80.78 Unrealized +19.1%
PYPL Paypal Holdings Inc Ordinary Shares 0.0%
Value ($000) $78 Shares 1,194 Est. Cost $138.26 Unrealized -43.8%
Jayud Global Logistics Ltd Ordinary Shares - Class A 0.0%
Value ($000) $77 Shares 10,000 Est. Cost $7.69 Unrealized
IWO Blackrock Institutional Trust Company N.A. Ishares Russell 2000 Growth Etf 0.0%
Value ($000) $77 Shares 300 Est. Cost $206.67 Unrealized
JD JD.com Inc ADR 0.0%
Value ($000) $76 Shares 1,840 Est. Cost $0.03 Unrealized
KR Kroger Co. Ordinary Shares 0.0%
Value ($000) $76 Shares 1,116 Est. Cost $44.95 Unrealized +38.5%
QCOM Qualcomm, Inc. 0.0%
Value ($000) $75 Shares 487 Est. Cost $146.36 Unrealized +9.1%
NVO Novo Nordisk A/S 0.0%
Value ($000) $74 Shares 1,065 Est. Cost $5.00 Unrealized
DOCU Docusign Inc Ordinary Shares 0.0%
Value ($000) $73 Shares 895 Est. Cost $91.86 Unrealized -4.6%
VTRS Viatris Inc Ordinary Shares 0.0%
Value ($000) $72 Shares 8,295 Est. Cost $10.95 Unrealized -8.5%
CEG Constellation Energy Corporation Ordinary Shares 0.0%
Value ($000) $72 Shares 356 Est. Cost $82.66 Unrealized +222.6%
DVY Blackrock Institutional Trust Company N.A. Ishares Select Dividend Etf 0.0%
Value ($000) $71 Shares 530 Est. Cost $118.69 Unrealized
ZTS Zoetis Inc Ordinary Shares - Class A 0.0%
Value ($000) $70 Shares 424 Est. Cost $186.96 Unrealized -12.0%
ELV Anthem, Inc 0.0%
Value ($000) $70 Shares 160 Est. Cost $423.08 Unrealized -6.8%
CBOE Cboe Global Markets Inc. Ordinary Shares 0.0%
Value ($000) $68 Shares 300 Est. Cost $135.03 Unrealized +52.9%
DAL Delta Air Lines, Inc. Ordinary Shares 0.0%
Value ($000) $67 Shares 1,530 Est. Cost $38.51 Unrealized +52.2%
FTNT Fortinet Inc Ordinary Shares 0.0%
Value ($000) $66 Shares 681 Est. Cost $76.49 Unrealized +32.5%
AM Antero Midstream Corp Ordinary Shares 0.0%
Value ($000) $64 Shares 3,580 Est. Cost $13.04 Unrealized +20.2%
Z Zillow Group Inc Ordinary Shares - Class C 0.0%
Value ($000) $63 Shares 915 Est. Cost $72.06 Unrealized +6.1%
OXY Occidental Petroleum Corp. Ordinary Shares 0.0%
Value ($000) $63 Shares 1,270 Est. Cost $55.22 Unrealized -13.4%
MSEX Middlesex Water Co. Ordinary Shares 0.0%
Value ($000) $62 Shares 967 Est. Cost $106.24 Unrealized -48.9%
FXH First Trust Exchange-Traded Fund Iii Health Care Alphadex 0.0%
Value ($000) $61 Shares 593 Est. Cost $0.11 Unrealized
SOFI Sofi Technologies Inc Ordinary Shares 0.0%
Value ($000) $61 Shares 5,250 Est. Cost $14.08 Unrealized +2.3%
EFX Equifax, Inc. Ordinary Shares 0.0%
Value ($000) $61 Shares 250 Est. Cost $270.17 Unrealized -7.6%
BKH Black Hills Corporation Ordinary Shares 0.0%
Value ($000) $61 Shares 1,000 Est. Cost $56.47 Unrealized 0.0%
EXC Exelon Corp. Ordinary Shares 0.0%
Value ($000) $60 Shares 1,301 Est. Cost $32.94 Unrealized +23.0%
STX Seagate Technology Holdings Plc Ordinary Shares 0.0%
Value ($000) $60 Shares 705 Est. Cost $58.30 Unrealized +59.2%
HRL Hormel Foods Corp. Ordinary Shares 0.0%
Value ($000) $60 Shares 1,935 Est. Cost $34.50 Unrealized -16.7%
MSI Motorola Solutions Inc Ordinary Shares 0.0%
Value ($000) $60 Shares 136 Est. Cost $468.46 Unrealized -5.7%
LUV Southwest Airlines Co Ordinary Shares 0.0%
Value ($000) $59 Shares 1,755 Est. Cost $35.97 Unrealized -13.7%
VCR Vanguard Group, Inc. Consumer Discretionary Etf 0.0%
Value ($000) $58 Shares 179 Est. Cost $291.10 Unrealized
PSLV Sprott Asset Management Lp Physical Silver Trust 0.0%
Value ($000) $58 Shares 5,000 Est. Cost $4.80 Unrealized
TDY Teledyne Technologies Inc Ordinary Shares 0.0%
Value ($000) $57 Shares 115 Est. Cost $494.63 Unrealized 0.0%
CM Canadian Imperial Bank Of Commerce Ordinary Shares 0.0%
Value ($000) $56 Shares 995 Est. Cost $51.88 Unrealized +13.8%
EVRG Evergy Inc Ordinary Shares 0.0%
Value ($000) $56 Shares 808 Est. Cost $54.61 Unrealized +15.6%
ILCV Blackrock Institutional Trust Company N.A. Ishares Morningstar Value Etf 0.0%
Value ($000) $54 Shares 668 Est. Cost $68.86 Unrealized
ACN Accenture Plc Ordinary Shares - Class A 0.0%
Value ($000) $54 Shares 173 Est. Cost $340.34 Unrealized +2.7%
VRTX Vertex Pharmaceuticals, Inc. Ordinary Shares 0.0%
Value ($000) $53 Shares 110 Est. Cost $433.91 Unrealized +7.4%
HSY Hershey Company Ordinary Shares 0.0%
Value ($000) $53 Shares 310 Est. Cost $177.13 Unrealized -10.1%
VBK Vanguard Group, Inc. Small Cap Growth Etf 0.0%
Value ($000) $53 Shares 210 Est. Cost $257.43 Unrealized
FHI Federated Hermes Inc Ordinary Shares - Class B 0.0%
Value ($000) $52 Shares 1,280 Est. Cost $29.32 Unrealized +29.0%
AJG Gallagher, Arthur J. & Co. 0.0%
Value ($000) $52 Shares 150 Est. Cost $153.40 Unrealized +104.2%
BJ Bj`s Wholesale Club Holdings Inc Ordinary Shares 0.0%
Value ($000) $51 Shares 450 Est. Cost $62.43 Unrealized +64.9%
IAT Blackrock Institutional Trust Company N.A. Ishares U.S. Regional Banks Etf 0.0%
Value ($000) $51 Shares 1,100 Est. Cost $4.11 Unrealized
PAA Plains All American Pipeline Lp Unit 0.0%
Value ($000) $51 Shares 2,550 Est. Cost $9.41 Unrealized
XYZ Block Inc Ordinary Shares - Class A 0.0%
Value ($000) $50 Shares 925 Est. Cost $93.90 Unrealized -20.5%
BNS Bank Of Nova Scotia Ordinary Shares 0.0%
Value ($000) $50 Shares 1,055 Est. Cost $45.71 Unrealized +6.4%
LYB Lyondellbasell Industries NV Ordinary Shares - Class A 0.0%
Value ($000) $50 Shares 705 Est. Cost $68.69 Unrealized +0.2%
DFNM Dimensional Etf Trust National Municipal Bond 0.0%
Value ($000) $49 Shares 1,038 Est. Cost $47.77 Unrealized
VYMI Vanguard Group, Inc. International High Dividend Yield Etf 0.0%
Value ($000) $49 Shares 670 Est. Cost $61.60 Unrealized
MCO Moody`s Corp. Ordinary Shares 0.0%
Value ($000) $49 Shares 106 Est. Cost $372.33 Unrealized +28.5%
VTEB Vanguard Group, Inc. Tax-Exempt Bond Etf 0.0%
Value ($000) $49 Shares 991 Est. Cost $50.11 Unrealized
SDY Spdr Series Trust Dividend Etf 0.0%
Value ($000) $49 Shares 358 Est. Cost $130.01 Unrealized
VONV Vanguard Group, Inc. Russell 1000 Value Index Etf 0.0%
Value ($000) $48 Shares 586 Est. Cost $70.09 Unrealized
EW Edwards Lifesciences Corp Ordinary Shares 0.0%
Value ($000) $48 Shares 667 Est. Cost $105.47 Unrealized -32.1%
CIEN Ciena Corp. Ordinary Shares 0.0%
Value ($000) $48 Shares 800 Est. Cost $61.70 Unrealized +28.1%
DG Dollar General Corp. Ordinary Shares 0.0%
Value ($000) $48 Shares 549 Est. Cost $174.35 Unrealized -57.4%
TFC Truist Financial Corporation Ordinary Shares 0.0%
Value ($000) $48 Shares 1,169 Est. Cost $45.19 Unrealized -5.5%
SPYI Neos Etf Trust S&p 500 High Income 0.0%
Value ($000) $48 Shares 1,000 Est. Cost $47.89 Unrealized
QQQI Neos Etf Trust Nasdaq 100 High Income 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $47.43 Unrealized
PLTR Palantir Technologies Inc Ordinary Shares - Class A 0.0%
Value ($000) $47 Shares 558 Est. Cost $16.03 Unrealized +447.7%
CHD Church & Dwight Co., Inc. Ordinary Shares 0.0%
Value ($000) $47 Shares 426 Est. Cost $86.37 Unrealized +22.6%
MGC Vanguard Group, Inc. Mega Cap 300 Index Etf 0.0%
Value ($000) $47 Shares 232 Est. Cost $48.32 Unrealized
VONG Vanguard Group, Inc. Russell 1000 Growth Index Etf 0.0%
Value ($000) $46 Shares 500 Est. Cost $76.94 Unrealized
ALL Allstate Common 0.0%
Value ($000) $46 Shares 223 Est. Cost $113.63 Unrealized +68.3%
PH Parker-Hannifin Corp. Ordinary Shares 0.0%
Value ($000) $46 Shares 75 Est. Cost $292.73 Unrealized +121.6%
CMCSA Comcast Corp Ordinary Shares - Class A 0.0%
Value ($000) $45 Shares 1,224 Est. Cost $45.21 Unrealized -22.5%
AWK American Water Works Co. Inc. Ordinary Shares 0.0%
Value ($000) $44 Shares 300 Est. Cost $160.41 Unrealized -19.5%
CLX Clorox Co. Ordinary Shares 0.0%
Value ($000) $44 Shares 300 Est. Cost $145.62 Unrealized +1.6%
AMLP Alps Etf Trust Alerian Mlp 0.0%
Value ($000) $43 Shares 837 Est. Cost $48.16 Unrealized
CNC Centene Corp. Ordinary Shares 0.0%
Value ($000) $42 Shares 700 Est. Cost $73.27 Unrealized -17.5%
GEHC Ge Healthcare Technologies Inc Ordinary Shares 0.0%
Value ($000) $42 Shares 520 Est. Cost $76.24 Unrealized +12.6%
DDOG Datadog Inc Ordinary Shares - Class A 0.0%
Value ($000) $42 Shares 422 Est. Cost $164.50 Unrealized -23.3%
SCHX Schwab Strategic Trust U.S. Large-Cap Etf 0.0%
Value ($000) $41 Shares 1,878 Est. Cost $38.07 Unrealized
WST West Pharmaceutical Services, Inc. Ordinary Shares 0.0%
Value ($000) $41 Shares 185 Est. Cost $425.92 Unrealized -35.5%
HUM Humana Inc. Ordinary Shares 0.0%
Value ($000) $41 Shares 155 Est. Cost $356.07 Unrealized -25.1%
HOOD Robinhood Markets Inc Ordinary Shares - Class A 0.0%
Value ($000) $40 Shares 970 Est. Cost $39.68 Unrealized +19.8%
XMMO Invesco Capital Management LLC S&p Midcap Momentum Etf 0.0%
Value ($000) $40 Shares 350 Est. Cost $90.31 Unrealized
DNP Select Income Fund Inc. 0.0%
Value ($000) $40 Shares 4,000 Est. Cost $10.75 Unrealized
CNS Cohen & Steers Inc. Ordinary Shares 0.0%
Value ($000) $39 Shares 480 Est. Cost $80.62 Unrealized +2.7%
ACGL Arch Capital Group Ltd Ordinary Shares 0.0%
Value ($000) $38 Shares 400 Est. Cost $69.42 Unrealized +32.9%
SPIB Ssga Active Trust Spdr Portfolio Intermediate Term Corporate Bond Etf 0.0%
Value ($000) $38 Shares 1,131 Est. Cost $30.07 Unrealized
AGM Federal Agricultural Mortgage Corp. Ordinary Shares - Class C 0.0%
Value ($000) $38 Shares 200 Est. Cost $107.94 Unrealized +76.4%
UFPI Ufp Industries Inc Ordinary Shares 0.0%
Value ($000) $37 Shares 350 Est. Cost $83.42 Unrealized +33.8%
CDE Coeur Mining Inc Ordinary Shares 0.0%
Value ($000) $37 Shares 6,274 Est. Cost $6.07 Unrealized +1.7%
IP International Paper Co. Ordinary Shares 0.0%
Value ($000) $36 Shares 675 Est. Cost $46.36 Unrealized +13.8%
CELH Celsius Holdings Inc Ordinary Shares 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $75.59 Unrealized -63.9%
SAFT Safety Insurance Group, Inc. Ordinary Shares 0.0%
Value ($000) $35 Shares 445 Est. Cost $80.89 Unrealized -3.3%
FE Firstenergy Common 0.0%
Value ($000) $35 Shares 860 Est. Cost $32.61 Unrealized +17.9%
DTE Dte Energy Co. Ordinary Shares 0.0%
Value ($000) $35 Shares 250 Est. Cost $99.45 Unrealized +24.3%
EWU Blackrock Institutional Trust Company N.A. Ishares Msci United Kingdom Etf 0.0%
Value ($000) $34 Shares 913 Est. Cost $33.85 Unrealized
SCZ Blackrock Institutional Trust Company N.A. Ishares Msci Eafe Small-Cap Etf 0.0%
Value ($000) $34 Shares 529 Est. Cost $39.14 Unrealized
MUB Blackrock Institutional Trust Company N.A. Ishares National Muni Bond Etf 0.0%
Value ($000) $34 Shares 318 Est. Cost $117.47 Unrealized
DEO Diageo Plc ADR 0.0%
Value ($000) $33 Shares 314 Est. Cost $202.92 Unrealized
IDXX Idexx Laboratories, Inc. Ordinary Shares 0.0%
Value ($000) $33 Shares 78 Est. Cost $627.75 Unrealized -30.8%
WPC W. P. Carey Inc Ordinary Shares 0.0%
Value ($000) $33 Shares 518 Est. Cost $63.07 Unrealized
QSR Restaurant Brands International Inc Ordinary Shares 0.0%
Value ($000) $33 Shares 490 Est. Cost $58.94 Unrealized +9.4%
EXPE Expedia Group Inc Ordinary Shares 0.0%
Value ($000) $32 Shares 193 Est. Cost $128.85 Unrealized +40.3%
DLR Digital Realty Trust Inc Ordinary Shares 0.0%
Value ($000) $32 Shares 223 Est. Cost $93.53 Unrealized +69.0%
IR Ingersoll-Rand Inc Ordinary Shares 0.0%
Value ($000) $32 Shares 397 Est. Cost $56.66 Unrealized +53.6%
LHX L3harris Technologies Inc Ordinary Shares 0.0%
Value ($000) $31 Shares 150 Est. Cost $203.52 Unrealized +1.2%
STT State Street Corp. Ordinary Shares 0.0%
Value ($000) $31 Shares 350 Est. Cost $81.66 Unrealized +13.6%
WPM Wheaton Precious Metals Corp Ordinary Shares 0.0%
Value ($000) $31 Shares 400 Est. Cost $39.43 Unrealized +68.5%
CCL Carnival Corp. Ordinary Shares (Paired Stock) 0.0%
Value ($000) $31 Shares 1,580 Est. Cost $19.20 Unrealized +23.9%
Unilever Plc ADR 0.0%
Value ($000) $31 Shares 517 Est. Cost $9.71 Unrealized
INTU Intuit Inc Ordinary Shares 0.0%
Value ($000) $31 Shares 50 Est. Cost $422.65 Unrealized +41.4%
KMI Kinder Morgan Inc Ordinary Shares - Class P 0.0%
Value ($000) $31 Shares 1,075 Est. Cost $13.34 Unrealized +100.1%
DFUV Dimensional Etf Trust US Marketwide Value 0.0%
Value ($000) $31 Shares 744 Est. Cost $39.27 Unrealized
HBAN Huntington Bancshares, Inc. Ordinary Shares 0.0%
Value ($000) $31 Shares 2,034 Est. Cost $13.03 Unrealized +19.2%
SILJ Amplify Etf Trust Junior Silver Miners 0.0%
Value ($000) $30 Shares 2,515 Est. Cost $0.01 Unrealized
UMBF Umb Financial Corp. Ordinary Shares 0.0%
Value ($000) $30 Shares 300 Est. Cost $67.77 Unrealized +62.7%
IWS Blackrock Institutional Trust Company N.A. Ishares Russell Mid-Cap Value Etf 0.0%
Value ($000) $30 Shares 240 Est. Cost $121.77 Unrealized
WBD Warner Bros. Discovery Inc Ordinary Shares - Class A 0.0%
Value ($000) $30 Shares 2,785 Est. Cost $14.06 Unrealized -25.6%
ETN Eaton Corporation Plc Ordinary Shares 0.0%
Value ($000) $30 Shares 109 Est. Cost $155.46 Unrealized +98.5%
Juniper Networks Common 0.0%
Value ($000) $29 Shares 810 Est. Cost $35.83 Unrealized
TJX Tjx Companies, Inc. Ordinary Shares 0.0%
Value ($000) $29 Shares 240 Est. Cost $70.05 Unrealized +71.5%
CTRA Coterra Energy Inc Ordinary Shares 0.0%
Value ($000) $29 Shares 1,003 Est. Cost $23.92 Unrealized +12.8%
HLN Haleon Plc ADR 0.0%
Value ($000) $29 Shares 2,798 Est. Cost $0.01 Unrealized
PSTG Pure Storage Inc Ordinary Shares - Class A 0.0%
Value ($000) $29 Shares 650 Est. Cost $50.65 Unrealized +19.1%
PICK Blackrock Institutional Trust Company N.A. Ishares Msci Global Metals & Mining Producers Etf 0.0%
Value ($000) $29 Shares 800 Est. Cost $40.83 Unrealized
BBAI BigBear.ai Holdings Inc Ordinary Shares 0.0%
Value ($000) $29 Shares 10,000 Est. Cost $4.76 Unrealized 0.0%
FNV Franco-Nevada Corporation Ordinary Shares 0.0%
Value ($000) $28 Shares 177 Est. Cost $140.73 Unrealized -1.0%
VOX Vanguard Group, Inc. Communication Services Etf 0.0%
Value ($000) $27 Shares 185 Est. Cost $129.58 Unrealized
OKTA Okta Inc Ordinary Shares - Class A 0.0%
Value ($000) $27 Shares 260 Est. Cost $86.04 Unrealized +13.5%
CNP Centerpoint Energy Inc. Ordinary Shares 0.0%
Value ($000) $27 Shares 750 Est. Cost $24.02 Unrealized +36.6%
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
VXUS Vanguard Group, Inc. Total International Stock Etf 0.0%
Value ($000) $27 Shares 427 Est. Cost $23.45 Unrealized
XMLV Invesco Capital Management LLC S&p Midcap Low Volatility Etf 0.0%
Value ($000) $26 Shares 427 Est. Cost $58.55 Unrealized
VXF Vanguard Group, Inc. Extended Market Index Etf 0.0%
Value ($000) $25 Shares 146 Est. Cost $177.67 Unrealized
OMC Omnicom Group, Inc. Ordinary Shares 0.0%
Value ($000) $25 Shares 300 Est. Cost $84.87 Unrealized -5.0%
CAH Cardinal Health, Inc. Ordinary Shares 0.0%
Value ($000) $25 Shares 180 Est. Cost $44.62 Unrealized +182.1%
FXD First Trust Exchange-Traded Fund Iii Consumer Discretionary Alphadex 0.0%
Value ($000) $25 Shares 425 Est. Cost $0.05 Unrealized
ALB Albemarle Corp. Ordinary Shares 0.0%
Value ($000) $24 Shares 330 Est. Cost $178.76 Unrealized -55.4%
XLK Ssga Active Trust Technology Select Sector Spdr Etf 0.0%
Value ($000) $24 Shares 115 Est. Cost $212.96 Unrealized
UEC Uranium Energy Corp Ordinary Shares 0.0%
Value ($000) $24 Shares 4,960 Est. Cost $3.85 Unrealized +63.0%
GLW Corning Inc. 0.0%
Value ($000) $24 Shares 516 Est. Cost $34.21 Unrealized +41.9%
GSK Gsk Plc ADR 0.0%
Value ($000) $23 Shares 606 Est. Cost $0.04 Unrealized
BR Broadridge Financial Solutions, Inc. Ordinary Shares 0.0%
Value ($000) $23 Shares 96 Est. Cost $203.44 Unrealized +14.0%
SCHD Schwab Strategic Trust US Dividend Equity Etf 0.0%
Value ($000) $23 Shares 810 Est. Cost $34.20 Unrealized
HAL Halliburton Co. Ordinary Shares 0.0%
Value ($000) $23 Shares 891 Est. Cost $22.46 Unrealized +13.9%
SIL Global X Funds Silver Miners Etf 0.0%
Value ($000) $22 Shares 570 Est. Cost $24.56 Unrealized
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
LW Lamb Weston Holdings Inc Ordinary Shares 0.0%
Value ($000) $22 Shares 417 Est. Cost $57.42 Unrealized -3.5%
RPM Rpm International, Inc. Ordinary Shares 0.0%
Value ($000) $22 Shares 186 Est. Cost $87.60 Unrealized +38.8%
AFL Aflac Inc. Ordinary Shares 0.0%
Value ($000) $21 Shares 193 Est. Cost $75.29 Unrealized +38.2%
RCL Royal Caribbean Group Ordinary Shares 0.0%
Value ($000) $21 Shares 100 Est. Cost $79.83 Unrealized +192.2%
SLGN Silgan Holdings Inc. Ordinary Shares 0.0%
Value ($000) $20 Shares 400 Est. Cost $48.63 Unrealized +7.8%
MC Moelis & Co Ordinary Shares - Class A 0.0%
Value ($000) $20 Shares 350 Est. Cost $53.17 Unrealized +26.6%
EBF Ennis Inc. Ordinary Shares 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $14.00 Unrealized +40.3%
XSLV Invesco Capital Management LLC S&p Smallcap Low Volatility Etf 0.0%
Value ($000) $20 Shares 426 Est. Cost $51.64 Unrealized
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
MEAR Blackrock Institutional Trust Company N.A. Ishares Short Maturity Municipal Bond Active Etf 0.0%
Value ($000) $19 Shares 381 Est. Cost $50.15 Unrealized
KNF Knife River Corp Ordinary Shares 0.0%
Value ($000) $19 Shares 212 Est. Cost $56.89 Unrealized +71.2%
SHOP Shopify Inc Ordinary Shares - Class A 0.0%
Value ($000) $19 Shares 200 Est. Cost $53.88 Unrealized +102.2%
BLK Blackrock Inc. Ordinary Shares 0.0%
Value ($000) $19 Shares 20 Est. Cost $961.85 Unrealized 0.0%
ET Energy Transfer Lp Unit 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $19.59 Unrealized
HWM Howmet Aerospace Inc Ordinary Shares 0.0%
Value ($000) $18 Shares 141 Est. Cost $30.44 Unrealized +316.4%
ITW Illinois Tool Works, Inc. Ordinary Shares 0.0%
Value ($000) $18 Shares 73 Est. Cost $242.27 Unrealized +3.5%
TSCO Tractor Supply Co. Ordinary Shares 0.0%
Value ($000) $18 Shares 320 Est. Cost $52.62 Unrealized +2.5%
CCK Crown Holdings, Inc. Ordinary Shares 0.0%
Value ($000) $17 Shares 196 Est. Cost $89.91 Unrealized -3.9%
AEM Agnico Eagle Mines Ltd Ordinary Shares 0.0%
Value ($000) $17 Shares 159 Est. Cost $49.03 Unrealized +92.9%
SLVP Blackrock Institutional Trust Company N.A. Ishares Msci Global Silver And Metals Miners Etf 0.0%
Value ($000) $17 Shares 1,125 Est. Cost $11.54 Unrealized
PPL PPL Corp Ordinary Shares 0.0%
Value ($000) $17 Shares 462 Est. Cost $28.75 Unrealized +14.5%
Hess Corporation Ordinary Shares 0.0%
Value ($000) $16 Shares 101 Est. Cost $74.68 Unrealized
VTI Vanguard Group, Inc. Total Stock Market Etf 0.0%
Value ($000) $16 Shares 58 Est. Cost $266.61 Unrealized
CME Cme Group Inc Ordinary Shares - Class A 0.0%
Value ($000) $16 Shares 60 Est. Cost $184.82 Unrealized +31.2%
MSTR Strategy Ordinary Shares - Class A 0.0%
Value ($000) $16 Shares 55 Est. Cost $308.45 Unrealized +2.9%
SRE Sempra Ordinary Shares 0.0%
Value ($000) $16 Shares 222 Est. Cost $67.33 Unrealized +12.2%
FAST Fastenal CO CORP 0.0%
Value ($000) $16 Shares 200 Est. Cost $26.67 Unrealized +38.2%
VFMO Vanguard Group, Inc. U.S. Momentum Factor Etf 0.0%
Value ($000) $15 Shares 100 Est. Cost $130.00 Unrealized
PEBO Peoples Bancorp, Inc. (Marietta, Oh) Ordinary Shares 0.0%
Value ($000) $15 Shares 508 Est. Cost $31.54 Unrealized -0.4%
WTRG Essential Utilities Inc Ordinary Shares 0.0%
Value ($000) $15 Shares 380 Est. Cost $48.56 Unrealized -24.4%
VRSK Verisk Analytics Inc Ordinary Shares 0.0%
Value ($000) $15 Shares 50 Est. Cost $212.40 Unrealized +34.8%
GRMN Garmin Ltd Ordinary Shares 0.0%
Value ($000) $15 Shares 68 Est. Cost $115.78 Unrealized +83.9%
EOG Eog Resources, Inc. Ordinary Shares 0.0%
Value ($000) $15 Shares 115 Est. Cost $73.31 Unrealized +70.7%
SHW Sherwin-Williams Co. Ordinary Shares 0.0%
Value ($000) $15 Shares 42 Est. Cost $225.00 Unrealized +54.7%
VPL Vanguard Group, Inc. Ftse Pacific Etf 0.0%
Value ($000) $14 Shares 200 Est. Cost $77.50 Unrealized
MDU Mdu Resources Group Inc Ordinary Shares 0.0%
Value ($000) $14 Shares 850 Est. Cost $9.99 Unrealized +67.8%
TKR Timken Co. Ordinary Shares 0.0%
Value ($000) $14 Shares 200 Est. Cost $70.09 Unrealized +10.1%
DHR Danaher Corp. 0.0%
Value ($000) $14 Shares 70 Est. Cost $249.21 Unrealized -12.9%
BOKF Bok Financial Corp. Ordinary Shares 0.0%
Value ($000) $14 Shares 136 Est. Cost $92.25 Unrealized +13.7%
USLM United States Lime & Minerals Inc. Ordinary Shares 0.0%
Value ($000) $14 Shares 160 Est. Cost $71.62 Unrealized +45.2%
BMRN Biomarin Pharmaceutical Inc. Registered Shares 0.0%
Value ($000) $14 Shares 200 Est. Cost $82.51 Unrealized -18.5%
TRN Trinity Industries, Inc. Ordinary Shares 0.0%
Value ($000) $14 Shares 500 Est. Cost $24.11 Unrealized +32.8%
Southstate Corporation Ordinary Shares 0.0%
Value ($000) $14 Shares 150 Est. Cost $80.00 Unrealized
BKNG Booking Holdings Inc Ordinary Shares 0.0%
Value ($000) $14 Shares 3 Est. Cost $2332.00 Unrealized +103.6%
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
INGR Ingredion Inc Ordinary Shares 0.0%
Value ($000) $14 Shares 100 Est. Cost $112.60 Unrealized +17.3%
PNW Pinnacle West Capital Corp. Ordinary Shares 0.0%
Value ($000) $13 Shares 141 Est. Cost $55.84 Unrealized +54.7%
AGI Alamos Gold Inc. Ordinary Shares - Class A 0.0%
Value ($000) $13 Shares 500 Est. Cost $7.49 Unrealized +200.6%
VFQY Vanguard Group, Inc. U.S. Quality Factor Etf 0.0%
Value ($000) $13 Shares 100 Est. Cost $120.00 Unrealized
IONQ Ionq Inc Ordinary Shares 0.0%
Value ($000) $13 Shares 600 Est. Cost $25.08 Unrealized +29.2%
TCMD Tactile Systems Technology Inc Ordinary Shares 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $15.73 Unrealized 0.0%
MGV Vanguard Group, Inc. Mega Cap Value Etf 0.0%
Value ($000) $13 Shares 100 Est. Cost $110.00 Unrealized
DFAS Dimensional Etf Trust U.S. Small Cap 0.0%
Value ($000) $13 Shares 215 Est. Cost $60.08 Unrealized
TSN Tyson Foods, Inc. Ordinary Shares - Class A 0.0%
Value ($000) $13 Shares 200 Est. Cost $65.83 Unrealized -13.6%
LEN Lennar Corp. Ordinary Shares - Class A 0.0%
Value ($000) $13 Shares 111 Est. Cost $96.09 Unrealized +28.1%
VFMV Vanguard Group, Inc. U.S. Minimum Volatility Etf 0.0%
Value ($000) $13 Shares 100 Est. Cost $100.00 Unrealized
FSLR First Solar Inc Ordinary Shares 0.0%
Value ($000) $13 Shares 100 Est. Cost $102.83 Unrealized +51.9%
AUR Aurora Innovation Inc Ordinary Shares - Class A 0.0%
Value ($000) $12 Shares 1,850 Est. Cost $7.16 Unrealized 0.0%
VTHR Vanguard Group, Inc. Russell 3000 Index Etf 0.0%
Value ($000) $12 Shares 50 Est. Cost $200.00 Unrealized
FLOT Blackrock Institutional Trust Company N.A. Ishares Floating Rate Bond Etf 0.0%
Value ($000) $12 Shares 235 Est. Cost $21.07 Unrealized
OLLI Ollies Bargain Outlet Holdings Inc Ordinary Shares 0.0%
Value ($000) $12 Shares 100 Est. Cost $58.59 Unrealized +80.5%
ES Eversource Energy Ordinary Shares 0.0%
Value ($000) $12 Shares 187 Est. Cost $71.82 Unrealized -20.4%
HACK Amplify Etf Trust Cybersecurity 0.0%
Value ($000) $11 Shares 160 Est. Cost $0.06 Unrealized
CE Celanese Corp Ordinary Shares - Series A 0.0%
Value ($000) $11 Shares 200 Est. Cost $95.63 Unrealized -34.8%
CPRT Copart, Inc. Ordinary Shares 0.0%
Value ($000) $11 Shares 200 Est. Cost $38.99 Unrealized +44.3%
Mag Silver Corp. Ordinary Shares 0.0%
Value ($000) $11 Shares 740 Est. Cost $16.22 Unrealized
STM St Microelectronics New York Shares 0.0%
Value ($000) $11 Shares 510 Est. Cost $30.26 Unrealized
PAAS Pan American Silver Corp Ordinary Shares 0.0%
Value ($000) $11 Shares 430 Est. Cost $25.19 Unrealized -5.0%
SOLV Solventum Corp Ordinary Shares 0.0%
Value ($000) $11 Shares 144 Est. Cost $60.70 Unrealized +22.7%
SOUN Soundhound Ai Inc Ordinary Shares - Class A 0.0%
Value ($000) $11 Shares 1,300 Est. Cost $4.51 Unrealized +176.1%
EQX Equinox Gold Corp Ordinary Shares 0.0%
Value ($000) $11 Shares 1,530 Est. Cost $7.30 Unrealized -12.2%
NSC Norfolk Southern Corp. Ordinary Shares 0.0%
Value ($000) $10 Shares 44 Est. Cost $238.89 Unrealized +0.2%
IVOG Vanguard Group, Inc. S&p Mid-Cap 400 Growth Etf 0.0%
Value ($000) $10 Shares 100 Est. Cost $95.05 Unrealized
GM General Motors Company Ordinary Shares 0.0%
Value ($000) $10 Shares 219 Est. Cost $56.36 Unrealized -13.4%
TOWN Townebank Portsmouth VA Ordinary Shares 0.0%
Value ($000) $10 Shares 300 Est. Cost $31.86 Unrealized +10.5%
SWK Stanley Black & Decker Inc Ordinary Shares 0.0%
Value ($000) $10 Shares 133 Est. Cost $158.57 Unrealized -49.1%
TRGP Targa Resources Corp Ordinary Shares 0.0%
Value ($000) $10 Shares 51 Est. Cost $49.03 Unrealized +297.1%
CLPT Clearpoint Neuro Inc Ordinary Shares 0.0%
Value ($000) $10 Shares 850 Est. Cost $10.41 Unrealized +49.3%
XLF Ssga Active Trust Financial Select Sector Spdr 0.0%
Value ($000) $10 Shares 200 Est. Cost $42.66 Unrealized
NXE Nexgen Energy Ltd Ordinary Shares 0.0%
Value ($000) $10 Shares 2,185 Est. Cost $5.14 Unrealized +14.9%
LVS Las Vegas Sands Corp Ordinary Shares 0.0%
Value ($000) $9 Shares 245 Est. Cost $36.70 Unrealized +18.2%
TEVA Teva- Pharmaceutical Industries Ltd. ADR 0.0%
Value ($000) $9 Shares 600 Est. Cost $22.04 Unrealized
UPST Upstart Holdings Inc Ordinary Shares 0.0%
Value ($000) $9 Shares 200 Est. Cost $31.80 Unrealized +95.5%
TD Toronto Dominion Bank Ordinary Shares 0.0%
Value ($000) $9 Shares 153 Est. Cost $72.90 Unrealized -20.1%
GPRE Green Plains Inc Ordinary Shares 0.0%
Value ($000) $9 Shares 1,856 Est. Cost $37.18 Unrealized -80.7%
INCY Incyte Corp. Ordinary Shares 0.0%
Value ($000) $9 Shares 147 Est. Cost $67.41 Unrealized +3.4%
SCHF Schwab Strategic Trust International Equity Etf 0.0%
Value ($000) $9 Shares 450 Est. Cost $29.53 Unrealized
EMX Emx Royalty Corp Ordinary Shares 0.0%
Value ($000) $9 Shares 4,350 Est. Cost $2.07 Unrealized
NEAR Blackrock Institutional Trust Company N.A. Ishares Short Duration Bond Active Etf 0.0%
Value ($000) $9 Shares 174 Est. Cost $51.72 Unrealized
WERN Werner Enterprises, Inc. Ordinary Shares 0.0%
Value ($000) $9 Shares 300 Est. Cost $39.69 Unrealized -15.4%
SHY Blackrock Institutional Trust Company N.A. Ishares 1-3 Year Treasury Bond Etf 0.0%
Value ($000) $9 Shares 106 Est. Cost $81.98 Unrealized
DRI Darden Restaurants, Inc. Ordinary Shares 0.0%
Value ($000) $9 Shares 42 Est. Cost $114.33 Unrealized +65.0%
CPB Campbells Co (The) Ordinary Shares 0.0%
Value ($000) $9 Shares 215 Est. Cost $36.19 Unrealized +4.7%
FMC Fmc Corp. Ordinary Shares 0.0%
Value ($000) $8 Shares 197 Est. Cost $85.46 Unrealized -50.6%
AMP Ameriprise Fincl-wi Common 0.0%
Value ($000) $8 Shares 17 Est. Cost $278.30 Unrealized +86.4%
PANW Palo Alto Networks Inc Ordinary Shares 0.0%
Value ($000) $8 Shares 48 Est. Cost $163.32 Unrealized +13.2%
ARLP Alliance Resource Partners, Lp Unit 0.0%
Value ($000) $8 Shares 300 Est. Cost $13.33 Unrealized
RGLD Royal Gold, Inc. Ordinary Shares 0.0%
Value ($000) $8 Shares 50 Est. Cost $100.83 Unrealized +45.5%
ECG Everus Construction Group Ordinary Shares 0.0%
Value ($000) $8 Shares 212 Est. Cost $53.82 Unrealized 0.0%
EA Electronic Arts, Inc. Ordinary Shares 0.0%
Value ($000) $8 Shares 54 Est. Cost $131.47 Unrealized +2.3%
ZM Zoom Communications Inc. Ordinary Shares - Class A 0.0%
Value ($000) $8 Shares 105 Est. Cost $235.14 Unrealized -66.1%
CC Chemours Company Ordinary Shares 0.0%
Value ($000) $8 Shares 571 Est. Cost $25.46 Unrealized -36.9%
TZA Direxion Shares Etf Trust Daily Small Cap Bear 3x 0.0%
Value ($000) $8 Shares 450 Est. Cost $21.49 Unrealized
RLI Rli Corp. Ordinary Shares 0.0%
Value ($000) $8 Shares 95 Est. Cost $73.10 Unrealized 0.0%
DLTR Dollar Tree Inc Ordinary Shares 0.0%
Value ($000) $8 Shares 100 Est. Cost $119.42 Unrealized -40.1%
TMO Thermo Fisher Scientific Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 15 Est. Cost $617.25 Unrealized -12.6%
SCHG Schwab Strategic Trust U.S. Large-Cap Growth Etf 0.0%
Value ($000) $7 Shares 296 Est. Cost $35.74 Unrealized
SPHQ Invesco Capital Management LLC S&p 500 Quality Etf 0.0%
Value ($000) $7 Shares 111 Est. Cost $53.25 Unrealized
XLV Ssga Active Trust Health Care Select Sector Spdr 0.0%
Value ($000) $7 Shares 50 Est. Cost $145.62 Unrealized
XLI Ssga Active Trust Industrial Select Sector Spdr 0.0%
Value ($000) $7 Shares 55 Est. Cost $121.03 Unrealized
TEL Te Connectivity Plc Registered Shares 0.0%
Value ($000) $7 Shares 51 Est. Cost $146.90 Unrealized -0.3%
PB Prosperity Bancshares Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 100 Est. Cost $64.32 Unrealized +14.0%
FUN Six Flags Entertainment Corp. Ordinary Shares 0.0%
Value ($000) $7 Shares 200 Est. Cost $45.74 Unrealized -7.0%
QCRH Qcr Holding, Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 100 Est. Cost $54.12 Unrealized +40.4%
HALO Halozyme Therapeutics Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 110 Est. Cost $37.33 Unrealized +55.6%
Interpublic Group Of Cos., Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 257 Est. Cost $31.06 Unrealized -14.6%
DOC Healthpeak Properties Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 345 Est. Cost $27.38 Unrealized -30.4%
EBAY Ebay Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 100 Est. Cost $66.02 Unrealized -0.5%
TMDX Transmedics Group Inc Ordinary Shares 0.0%
Value ($000) $7 Shares 100 Est. Cost $25.07 Unrealized +174.4%
BRO Brown & Brown, Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 54 Est. Cost $62.56 Unrealized +77.6%
Royce Value Trust Inc 0.0%
Value ($000) $7 Shares 464 Est. Cost $17.99 Unrealized
YORW York Water Co. Ordinary Shares 0.0%
Value ($000) $7 Shares 190 Est. Cost $43.40 Unrealized -26.9%
EMR Emerson Electric Co. Ordinary Shares 0.0%
Value ($000) $7 Shares 60 Est. Cost $86.51 Unrealized +37.3%
DINO Hf Sinclair Corp. Ordinary Shares 0.0%
Value ($000) $7 Shares 200 Est. Cost $45.96 Unrealized -27.1%
LYV Live Nation Entertainment Inc Ordinary Shares 0.0%
Value ($000) $7 Shares 50 Est. Cost $114.12 Unrealized +19.6%
STLD Steel Dynamics Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 52 Est. Cost $107.90 Unrealized +15.8%
NGVT Ingevity Corp Ordinary Shares 0.0%
Value ($000) $6 Shares 160 Est. Cost $76.05 Unrealized -41.8%
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
EAT Brinker International, Inc. Ordinary Shares 0.0%
Value ($000) $6 Shares 41 Est. Cost $41.31 Unrealized +272.3%
TAP Molson Coors Beverage Company Ordinary Shares - Class B 0.0%
Value ($000) $6 Shares 100 Est. Cost $40.32 Unrealized +38.1%
TTC Toro Co. Ordinary Shares 0.0%
Value ($000) $6 Shares 83 Est. Cost $99.58 Unrealized -20.6%
VST Vistra Corp Ordinary Shares 0.0%
Value ($000) $6 Shares 50 Est. Cost $18.51 Unrealized +702.9%
VEEV Veeva Systems Inc Ordinary Shares - Class A 0.0%
Value ($000) $6 Shares 25 Est. Cost $290.73 Unrealized -21.4%
CTAS Cintas Corporation Ordinary Shares 0.0%
Value ($000) $6 Shares 28 Est. Cost $171.84 Unrealized +15.1%
DKNG Draftkings Inc. Ordinary Shares - Class A 0.0%
Value ($000) $6 Shares 173 Est. Cost $17.53 Unrealized +134.3%
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
XLE Ssga Active Trust The Energy Select Sector Spdr Fund 0.0%
Value ($000) $6 Shares 60 Est. Cost $68.90 Unrealized
WAB Westinghouse Air Brake Technologies Corp Ordinary Shares 0.0%
Value ($000) $5 Shares 30 Est. Cost $184.72 Unrealized +3.3%
TMUS T-Mobile US Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 20 Est. Cost $113.68 Unrealized +113.8%
SMH Vaneck Etf Trust Semiconductor 0.0%
Value ($000) $5 Shares 25 Est. Cost $66.82 Unrealized
ATLO Ames National Cdt-com 0.0%
Value ($000) $5 Shares 300 Est. Cost $19.85 Unrealized -12.9%
Allete, Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 80 Est. Cost $62.35 Unrealized
WU Western Union Company Ordinary Shares 0.0%
Value ($000) $5 Shares 495 Est. Cost $11.66 Unrealized
OCFC Oceanfirst Financial Corp. Ordinary Shares 0.0%
Value ($000) $5 Shares 300 Est. Cost $17.99 Unrealized -5.8%
Nuveen Select Tax Free Income Portfolio 0.0%
Value ($000) $5 Shares 354 Est. Cost $15.15 Unrealized
DVYE Blackrock Institutional Trust Company N.A. Ishares Emerging Markets Dividend Etf 0.0%
Value ($000) $5 Shares 185 Est. Cost $27.18 Unrealized
BSX Boston Scientific Corp. 0.0%
Value ($000) $5 Shares 50 Est. Cost $42.02 Unrealized +139.6%
DKS Dicks Sporting Goods, Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 25 Est. Cost $108.85 Unrealized +100.4%
ICE Intercontinental Exchange Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 29 Est. Cost $104.69 Unrealized +54.8%
HE Hawaiian Electric Industries, Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 456 Est. Cost $40.58 Unrealized -75.1%
AOSL Alpha & Omega Semiconductor Ltd Ordinary Shares 0.0%
Value ($000) $5 Shares 200 Est. Cost $43.30 Unrealized -22.7%
TFSL Tfs Financial Corporation Ordinary Shares 0.0%
Value ($000) $5 Shares 400 Est. Cost $13.50 Unrealized -12.3%
GWW W.W. Grainger Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 5 Est. Cost $673.02 Unrealized +52.4%
SLVO Ubs Ag London Branch Fr Sp Etn Redeem 21/04/2033 USD 20 0.0%
Value ($000) $5 Shares 60 Est. Cost $82.30 Unrealized
IVOO Vanguard Group, Inc. S&p Mid-Cap 400 Etf 0.0%
Value ($000) $5 Shares 50 Est. Cost $75.04 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
CMS CMS Energy Corporation Ordinary Shares 0.0%
Value ($000) $5 Shares 65 Est. Cost $54.05 Unrealized +25.9%
DIHP Dimensional Etf Trust International High Profitability 0.0%
Value ($000) $5 Shares 180 Est. Cost $25.23 Unrealized
SYK Stryker Corp. Ordinary Shares 0.0%
Value ($000) $5 Shares 13 Est. Cost $281.34 Unrealized +34.0%
DELL Dell Technologies Inc Ordinary Shares - Class C 0.0%
Value ($000) $5 Shares 53 Est. Cost $68.27 Unrealized +52.7%
VIOO Vanguard Group, Inc. S&p Small-Cap 600 Etf 0.0%
Value ($000) $5 Shares 50 Est. Cost $85.05 Unrealized
MRTN Marten Transport, Ltd. Ordinary Shares 0.0%
Value ($000) $5 Shares 350 Est. Cost $14.61 Unrealized 0.0%
PFFA Etfis Series Trust I Virtus Infracap U.S. Preferred Stock Etf 0.0%
Value ($000) $5 Shares 225 Est. Cost $21.21 Unrealized
NXPI Nxp Semiconductors NV Ordinary Shares 0.0%
Value ($000) $5 Shares 25 Est. Cost $196.64 Unrealized +6.6%
EIX Edison International Ordinary Shares 0.0%
Value ($000) $5 Shares 80 Est. Cost $54.83 Unrealized 0.0%
LIT Global X Funds Lithium & Battery Tech Etf 0.0%
Value ($000) $5 Shares 120 Est. Cost $83.33 Unrealized
CIM Chimera Investment Corp Ordinary Shares 0.0%
Value ($000) $5 Shares 360 Est. Cost $12.83 Unrealized
HTLD Heartland Express, Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.59 Unrealized 0.0%
ABNB Airbnb Inc Ordinary Shares - Class A 0.0%
Value ($000) $5 Shares 38 Est. Cost $174.17 Unrealized -23.1%
WH Wyndham Hotels & Resorts Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 50 Est. Cost $83.56 Unrealized +21.4%
LSTR Landstar System, Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 30 Est. Cost $150.20 Unrealized
JBHT J.B. Hunt Transport Services, Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 30 Est. Cost $162.98 Unrealized 0.0%
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
AMPH Amphastar Pharmaceuticals Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 150 Est. Cost $51.65 Unrealized -38.2%
LAZ Lazard Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 100 Est. Cost $38.95 Unrealized +27.7%
EXAS Exact Sciences Corp. Ordinary Shares 0.0%
Value ($000) $4 Shares 100 Est. Cost $86.74 Unrealized -41.6%
EMN Eastman Chem Co 0.0%
Value ($000) $4 Shares 49 Est. Cost $95.16 Unrealized -5.0%
ABR Arbor Realty Trust Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 365 Est. Cost $11.75 Unrealized
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
MRNA Moderna Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 150 Est. Cost $101.11 Unrealized -64.9%
PAMT Pamt Corp. Ordinary Shares 0.0%
Value ($000) $4 Shares 350 Est. Cost $14.42 Unrealized 0.0%
NXT Nextracker Inc Ordinary Shares - Class A 0.0%
Value ($000) $4 Shares 100 Est. Cost $53.20 Unrealized -16.4%
LIN Linde Plc. Ordinary Shares 0.0%
Value ($000) $4 Shares 9 Est. Cost $352.90 Unrealized +26.0%
SNDR Schneider National Inc Ordinary Shares - Class B 0.0%
Value ($000) $4 Shares 180 Est. Cost $27.09 Unrealized 0.0%
DJT Trump Media & Technology Group Corp. Ordinary Shares 0.0%
Value ($000) $4 Shares 210 Est. Cost $14.84 Unrealized +89.2%
SLVM Sylvamo Corp Ordinary Shares 0.0%
Value ($000) $4 Shares 60 Est. Cost $63.83 Unrealized +10.1%
ATO Atmos Energy Corp. Ordinary Shares 0.0%
Value ($000) $4 Shares 26 Est. Cost $108.41 Unrealized +31.9%
TFX Teleflex Incorporated Ordinary Shares 0.0%
Value ($000) $4 Shares 29 Est. Cost $330.52 Unrealized -51.5%
RDNW Rumbleon Inc Ordinary Shares - Class B 0.0%
Value ($000) $4 Shares 1,420 Est. Cost $6.88 Unrealized -40.2%
KNX Knight-Swift Transportation Holdings Inc Ordinary Shares - Class A 0.0%
Value ($000) $4 Shares 90 Est. Cost $50.81 Unrealized 0.0%
OGN Organon & Co. Ordinary Shares 0.0%
Value ($000) $4 Shares 261 Est. Cost $15.75 Unrealized -4.0%
BEN Franklin Resources, Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 200 Est. Cost $26.58 Unrealized -28.8%
HIG Hartford Insurance Group Inc.(The) Ordinary Shares 0.0%
Value ($000) $4 Shares 31 Est. Cost $107.07 Unrealized +5.5%
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
FCX Freeport-McMoRan Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 100 Est. Cost $43.55 Unrealized -13.2%
KGC Kinross Gold Corp. Ordinary Shares 0.0%
Value ($000) $4 Shares 300 Est. Cost $5.98 Unrealized +87.7%
ONB Old National Bancorp Ordinary Shares 0.0%
Value ($000) $4 Shares 174 Est. Cost $16.62 Unrealized +35.4%
VCLT Vanguard Group, Inc. Long-Term Corporate Bond Etf 0.0%
Value ($000) $4 Shares 48 Est. Cost $74.77 Unrealized
PENN Penn Entertainment Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 220 Est. Cost $60.63 Unrealized -67.8%
BCE Bce Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 155 Est. Cost $38.02 Unrealized -42.0%
HPQ Hp Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 128 Est. Cost $28.19 Unrealized +7.7%
SCHA Schwab Strategic Trust U.S. Small-Cap Etf 0.0%
Value ($000) $4 Shares 150 Est. Cost $45.98 Unrealized
VGIT Vanguard Group, Inc. Intermediate-Term Treasury Etf 0.0%
Value ($000) $3 Shares 58 Est. Cost $58.22 Unrealized
DNLI Denali Therapeutics Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 250 Est. Cost $47.38 Unrealized -59.6%
XYL Xylem Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 28 Est. Cost $102.49 Unrealized +19.7%
Calamos Strategic Total Return Fund 0.0%
Value ($000) $3 Shares 200 Est. Cost $20.00 Unrealized
AEE Ameren Corp 0.0%
Value ($000) $3 Shares 32 Est. Cost $73.06 Unrealized +28.3%
FDS Factset Research Systems Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 7 Est. Cost $392.63 Unrealized +14.7%
RGTI Rigetti Computing Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 400 Est. Cost $11.09 Unrealized 0.0%
NJR New Jersey Resources Corporation Ordinary Shares 0.0%
Value ($000) $3 Shares 64 Est. Cost $45.41 Unrealized +0.5%
JKHY Jack Henry & Associates, Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 17 Est. Cost $150.31 Unrealized +14.7%
CBSH Commerce Bancshares, Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 48 Est. Cost $42.79 Unrealized +39.9%
APD Air Products & Chemicals Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 10 Est. Cost $264.00 Unrealized +13.8%
SA Seabridge Gold, Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 250 Est. Cost $17.89 Unrealized -33.7%
CDW Cdw Corp Ordinary Shares 0.0%
Value ($000) $3 Shares 18 Est. Cost $180.53 Unrealized -0.7%
FRT Federal Realty Investment Trust. Ordinary Shares 0.0%
Value ($000) $3 Shares 29 Est. Cost $83.53 Unrealized +18.9%
Foot Locker Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 200 Est. Cost $25.84 Unrealized
KRO Kronos Worldwide, Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 375 Est. Cost $11.10 Unrealized -23.1%
JBL Jabil,Inc. 0.0%
Value ($000) $3 Shares 20 Est. Cost $120.79 Unrealized +27.1%
MOS Mosaic Company Ordinary Shares 0.0%
Value ($000) $3 Shares 100 Est. Cost $35.44 Unrealized -27.5%
GEN Gen Digital Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 100 Est. Cost $23.20 Unrealized +16.3%
PII Polaris Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 62 Est. Cost $117.80 Unrealized -59.6%
AFRM Affirm Holdings Inc Ordinary Shares - Class A 0.0%
Value ($000) $2 Shares 55 Est. Cost $98.66 Unrealized -39.9%
SJM J.M. Smucker Co. Ordinary Shares 0.0%
Value ($000) $2 Shares 20 Est. Cost $117.13 Unrealized -10.9%
PRKS United Parks & Resorts Inc. Ordinary Shares 0.0%
Value ($000) $2 Shares 50 Est. Cost $62.91 Unrealized -17.9%
SIRI Sirius Xm Holdings Inc. Ordinary Shares 0.0%
Value ($000) $2 Shares 100 Est. Cost $31.06 Unrealized -24.2%
VLTO Veralto Corp Ordinary Shares 0.0%
Value ($000) $2 Shares 23 Est. Cost $73.75 Unrealized +34.7%
ALGN Align Technology, Inc. Ordinary Shares 0.0%
Value ($000) $2 Shares 14 Est. Cost $526.42 Unrealized -62.7%
CPNG Coupang Inc Ordinary Shares - Class A 0.0%
Value ($000) $2 Shares 100 Est. Cost $28.16 Unrealized -17.5%
MXL Maxlinear Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 200 Est. Cost $64.03 Unrealized -73.9%
KD Kyndryl Holdings Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 68 Est. Cost $29.11 Unrealized +28.7%
USHY Blackrock Institutional Trust Company N.A. Ishares Broad USD High Yield Corporate Bond Etf 0.0%
Value ($000) $2 Shares 56 Est. Cost $36.79 Unrealized
NCLH Norwegian Cruise Line Holdings Ltd Ordinary Shares 0.0%
Value ($000) $2 Shares 100 Est. Cost $23.15 Unrealized +4.0%
GFS Globalfoundries Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 50 Est. Cost $53.84 Unrealized -24.9%
SCHH Schwab Strategic Trust U.S. Reit Etf 0.0%
Value ($000) $2 Shares 85 Est. Cost $29.09 Unrealized
Senseonics Holdings Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 2,775 Est. Cost $1.13 Unrealized
ENPH Enphase Energy Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 29 Est. Cost $208.64 Unrealized -69.7%
GME Gamestop Corporation Ordinary Shares - Class A 0.0%
Value ($000) $2 Shares 80 Est. Cost $35.85 Unrealized -26.9%
EXK Endeavour Silver Corp. Ordinary Shares 0.0%
Value ($000) $2 Shares 400 Est. Cost $4.70 Unrealized -14.4%
NGG National Grid Plc ADR 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.92 Unrealized
MGA Magna International Inc. Ordinary Shares 0.0%
Value ($000) $2 Shares 50 Est. Cost $70.50 Unrealized -47.3%
JCI Johnson Controls International Plc Registered Shares 0.0%
Value ($000) $2 Shares 21 Est. Cost $69.63 Unrealized +17.2%
CHWY Chewy Inc Ordinary Shares - Class A 0.0%
Value ($000) $2 Shares 50 Est. Cost $19.72 Unrealized +81.9%
Paramount Global Ordinary Shares - Class B 0.0%
Value ($000) $2 Shares 135 Est. Cost $4.98 Unrealized
KEY Keycorp Ordinary Shares 0.0%
Value ($000) $2 Shares 100 Est. Cost $9.21 Unrealized +76.4%
TXT Textron Inc. Ordinary Shares 0.0%
Value ($000) $2 Shares 22 Est. Cost $73.92 Unrealized +1.1%
BUD Anheuser-Busch Inbev Sa/nv ADR 0.0%
Value ($000) $2 Shares 25 Est. Cost $61.54 Unrealized
NIO Nio Inc ADR 0.0%
Value ($000) $2 Shares 400 Est. Cost $28.80 Unrealized
KHC Kraft Heinz Co Ordinary Shares 0.0%
Value ($000) $1 Shares 48 Est. Cost $29.49 Unrealized -3.9%
FUBO Fubotv Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 500 Est. Cost $3.63 Unrealized 0.0%
MRP Millrose Properties Inc. Ordinary Shares- Class A 0.0%
Value ($000) $1 Shares 55 Est. Cost $26.51 Unrealized
TEM Tempus Ai Inc. Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 30 Est. Cost $53.98 Unrealized 0.0%
TME Tencent Music Entertainment Group ADR 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
SON Sonoco Products Co. Ordinary Shares 0.0%
Value ($000) $1 Shares 30 Est. Cost $45.27 Unrealized 0.0%
WDC Western Digital Corp. Ordinary Shares 0.0%
Value ($000) $1 Shares 35 Est. Cost $43.29 Unrealized +9.2%
ROKU Roku Inc Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 20 Est. Cost $269.73 Unrealized -70.3%
TWO Two Harbors Investment Corp Ordinary Shares 0.0%
Value ($000) $1 Shares 100 Est. Cost $0.01 Unrealized
SE Sea Ltd ADR 0.0%
Value ($000) $1 Shares 10 Est. Cost $0.10 Unrealized
UA Under Armour Inc Ordinary Shares - Class C 0.0%
Value ($000) $1 Shares 216 Est. Cost $15.65 Unrealized -56.5%
RGR Sturm, Ruger & Co., Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 32 Est. Cost $72.65 Unrealized -48.3%
SGDM Sprott Funds Trust. Gold Miners Etf 0.0%
Value ($000) $1 Shares 33 Est. Cost $37.94 Unrealized
RIVN Rivian Automotive Inc Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.45 Unrealized +20.4%
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
BHP BHP Group Ltd ADR 0.0%
Value ($000) $1 Shares 25 Est. Cost $60.00 Unrealized
BIL Spdr Series Trust Bloomberg 1-3 Month T-Bill Etf 0.0%
Value ($000) $1 Shares 13 Est. Cost $0.08 Unrealized
Hanesbrands Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 200 Est. Cost $10.89 Unrealized
HOG Harley-davidson Common 0.0%
Value ($000) $1 Shares 40 Est. Cost $37.32 Unrealized -28.3%
ARKW Ark Investment Management LLC Next Generation Internet Etf 0.0%
Value ($000) $1 Shares 10 Est. Cost $0.10 Unrealized
GT Goodyear Tire & Rubber Co. 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.52 Unrealized -27.0%
CMBT CMB Tech NV 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.77 Unrealized +75.5%
AA Alcoa Corp Ordinary Shares 0.0%
Value ($000) $1 Shares 29 Est. Cost $47.93 Unrealized -27.8%
BC Brunswick Corp. Ordinary Shares 0.0%
Value ($000) $1 Shares 16 Est. Cost $61.09 Unrealized 0.0%
CLF Cleveland-Cliffs Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 100 Est. Cost $15.61 Unrealized -34.9%
IVR Invesco Mortgage Capital Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 100 Est. Cost $0.01 Unrealized
Sandstorm Gold Ltd Ordinary Shares 0.0%
Value ($000) $1 Shares 100 Est. Cost $0.01 Unrealized
IDRV Ishares Trust Self-Driving Ev And Tech Etf 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
AG First Majestic Silver Corporation Ordinary Shares 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.92 Unrealized -50.1%
BHC Bausch Health Companies Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 100 Est. Cost $22.51 Unrealized -68.1%
WGO Winnebago Industries, Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 18 Est. Cost $69.87 Unrealized -39.3%
SROI Calamos Etf Trust Antetokounmpo Global Sustainable Equities 0.0%
Value ($000) $1 Shares 20 Est. Cost $0.05 Unrealized
CRON Cronos Group Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 300 Est. Cost $2.25 Unrealized -14.1%
LAZRQ Luminar Technologies Inc Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 99 Est. Cost $6.05 Unrealized 0.0%
NOK Nokia Corp. 0.0%
Value ($000) $1 Shares 100 Est. Cost $3.78 Unrealized
SNDK Sandisk Corp Ordinary Shares 0.0%
Value ($000) $1 Shares 11 Est. Cost $49.67 Unrealized 0.0%
KFRC Kforce Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 10 Est. Cost $71.78 Unrealized -27.4%
Cel-Sci Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $0.00 Unrealized
TROW T. Rowe Price Group Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 5 Est. Cost $100.60 Unrealized 0.0%
UROY Uranium Royalty Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 250 Est. Cost $2.39 Unrealized -10.4%
AIG American International Group Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 5 Est. Cost $73.69 Unrealized +3.4%
SERV Serve Robotics Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 70 Est. Cost $13.12 Unrealized 0.0%
OBE Obsidian Energy Ltd Ordinary Shares 0.0%
Value ($000) $0 Shares 62 Est. Cost $6.51 Unrealized -15.3%
CRSP Crispr Therapeutics Ag Ordinary Shares 0.0%
Value ($000) $0 Shares 10 Est. Cost $55.02 Unrealized -23.0%
ESPR Esperion Therapeutics Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 200 Est. Cost $1.30 Unrealized +42.1%
SNAP Snap Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 31 Est. Cost $14.35 Unrealized -27.3%
AVNS Avanos Medical Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 18 Est. Cost $19.48 Unrealized -19.8%
DHI D.R. Horton Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $173.17 Unrealized -23.3%
JAZZ Jazz Pharmaceuticals Plc Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $109.94 Unrealized +18.7%
NLY Annaly Capital Management Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 12 Est. Cost $19.08 Unrealized
MAR Marriott International, Inc. Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 1 Est. Cost $236.12 Unrealized +14.1%
AROW Arrow Financial Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 9 Est. Cost $22.26 Unrealized +15.0%
IQ Iqiyi, Inc 0.0%
Value ($000) $0 Shares 85 Est. Cost $5.13 Unrealized
Chargepoint Holdings Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 310 Est. Cost $16.13 Unrealized
WRAP Wrap Technologies Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 100 Est. Cost $1.74 Unrealized +19.2%
LXU Lsb Industries, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 26 Est. Cost $8.74 Unrealized -10.8%
HELP Cybin Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 25 Est. Cost $8.66 Unrealized 0.0%
RIG Transocean Ltd Ordinary Shares 0.0%
Value ($000) $0 Shares 50 Est. Cost $3.53 Unrealized -0.8%
CMP Compass Minerals International Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 15 Est. Cost $12.90 Unrealized -11.5%
KSS Kohls Corp. 0.0%
Value ($000) $0 Shares 16 Est. Cost $17.82 Unrealized -34.8%
WDS Woodside Energy Group Ltd ADR 0.0%
Value ($000) $0 Shares 9 Est. Cost $18.78 Unrealized
SONY Sony Group Corporation ADR 0.0%
Value ($000) $0 Shares 5 Est. Cost $33.96 Unrealized
HAS Hasbro, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $55.63 Unrealized +4.9%
HPE Hewlett Packard Enterprise Co Ordinary Shares 0.0%
Value ($000) $0 Shares 8 Est. Cost $17.62 Unrealized +10.1%
DHC Diversified Healthcare Trust Ordinary Shares 0.0%
Value ($000) $0 Shares 50 Est. Cost $3.06 Unrealized
Avinger Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 225 Est. Cost $0.00 Unrealized
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 +49.7%
Tilray Brands Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 84 Est. Cost $1.66 Unrealized
RIOT Riot Platforms Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $10.09 Unrealized +2.8%
UAVS Ageagle Aerial Systems Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 20 Est. Cost $1.99 Unrealized 0.0%
REZI Resideo Technologies Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $20.69 Unrealized -0.8%
Almacenes Exito S.A. ADR 0.0%
Value ($000) $0 Shares 5 Est. Cost $4.20 Unrealized
CGC Canopy Growth Corporation Ordinary Shares 0.0%
Value ($000) $0 Shares 11 Est. Cost $8.60 Unrealized -79.6%
Alzamend Neuro Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $1.75 Unrealized