City State Bank Diversified Active

CIK: 0001910666 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 31, 2025

Total Value ($000): $318,997 (100.0% shares, 0.0% debt)

Holdings (748)

BIV Vanguard Group, Inc. Intermediate-Term Bond Etf 3.8%
Value ($000) $12,084 Shares 156,251 Est. Cost $35.29 Unrealized
AAPL Apple Inc Ordinary Shares 3.8%
Value ($000) $12,033 Shares 58,647 Est. Cost $159.40 Unrealized +26.4%
DFCF Dimensional Etf Trust Core Fixed Income 3.7%
Value ($000) $11,686 Shares 276,525 Est. Cost $41.19 Unrealized
BSV Vanguard Group, Inc. Short-Term Bond Etf 2.9%
Value ($000) $9,325 Shares 118,484 Est. Cost $26.18 Unrealized
VIG Vanguard Group, Inc. Dividend Appreciation Ftf 2.5%
Value ($000) $7,969 Shares 38,935 Est. Cost $154.43 Unrealized
BND Vanguard Total Bond Market Etf 2.4%
Value ($000) $7,689 Shares 104,425 Est. Cost $44.73 Unrealized
MSFT Microsoft 2.4%
Value ($000) $7,529 Shares 15,136 Est. Cost $332.63 Unrealized +30.0%
VYM Vanguard High Dividend Yield Etf 2.4%
Value ($000) $7,522 Shares 56,422 Est. Cost $92.21 Unrealized
VWOB Vanguard Group, Inc. Emerging Markets Government Bond Etf 2.2%
Value ($000) $7,064 Shares 108,099 Est. Cost $36.97 Unrealized
AGG Blackrock Institutional Trust Company N.A. Ishares Core U.S. Aggregate Bond Etf 2.2%
Value ($000) $6,938 Shares 69,942 Est. Cost $43.19 Unrealized
BNDX Vanguard Group, Inc. Total International Bond Etf 2.2%
Value ($000) $6,924 Shares 139,852 Est. Cost $16.63 Unrealized
DFSD Dimensional Etf Trust Short-Duration Fixed Income 2.1%
Value ($000) $6,743 Shares 140,441 Est. Cost $45.55 Unrealized
BRK/B Berkshire Hathaway Inc. Ordinary Shares - Class B 2.1%
Value ($000) $6,716 Shares 13,825 Est. Cost $331.32 Unrealized +53.3%
STIP Blackrock Institutional Trust Company N.A. Ishares 0-5 Year Tips Bond Etf 2.0%
Value ($000) $6,429 Shares 62,473 Est. Cost $90.96 Unrealized
NVDA Nvidia Corp Ordinary Shares 1.8%
Value ($000) $5,837 Shares 36,944 Est. Cost $95.35 Unrealized +32.0%
DFAT Dimensional Etf Trust U.S. Targeted Value 1.8%
Value ($000) $5,768 Shares 106,890 Est. Cost $34.66 Unrealized
IGIB Blackrock Institutional Trust Company N.A. Ishares 5-10 Year Investment Grade Corporate Bond Etf 1.4%
Value ($000) $4,589 Shares 86,115 Est. Cost $28.06 Unrealized
VUG Vanguard Group, Inc. Growth Etf 1.4%
Value ($000) $4,503 Shares 10,271 Est. Cost $317.04 Unrealized
EBND Spdr Series Trust Bloomberg Emerging Markets Local Bond Etf 1.4%
Value ($000) $4,396 Shares 205,414 Est. Cost $3.72 Unrealized
LNT Alliant Energy Corp. Ordinary Shares 1.4%
Value ($000) $4,378 Shares 72,395 Est. Cost $50.05 Unrealized +20.1%
AMZN Amazon.com Inc. Ordinary Shares 1.3%
Value ($000) $4,192 Shares 19,107 Est. Cost $140.63 Unrealized +40.7%
VTV Vanguard Group, Inc. Value Etf 1.2%
Value ($000) $3,732 Shares 21,113 Est. Cost $136.83 Unrealized
VFH Vanguard Group, Inc. Financials Etf 1.1%
Value ($000) $3,539 Shares 27,799 Est. Cost $96.04 Unrealized
GOOG Alphabet Inc Ordinary Shares - Class C 1.0%
Value ($000) $3,223 Shares 18,169 Est. Cost $136.08 Unrealized +21.1%
VO Vanguard Group, Inc. Mid-Cap Etf 1.0%
Value ($000) $3,202 Shares 11,442 Est. Cost $244.59 Unrealized
DFGP Dimensional Etf Trust Global Core Plus Fixed Income 0.9%
Value ($000) $2,843 Shares 52,182 Est. Cost $53.70 Unrealized
DFAC Dimensional Etf Trust U.S. Core Equity 2 0.9%
Value ($000) $2,735 Shares 76,311 Est. Cost $24.49 Unrealized
SPY Ssga Active Trust Spdr S&p 500 Etf 0.8%
Value ($000) $2,694 Shares 4,361 Est. Cost $459.23 Unrealized
JPM JPMorgan Chase & Co. 0.8%
Value ($000) $2,475 Shares 8,538 Est. Cost $145.36 Unrealized +73.8%
LLY Lilly(eli) & Co Ordinary Shares 0.8%
Value ($000) $2,458 Shares 3,153 Est. Cost $271.85 Unrealized +184.5%
DFIV Dimensional Etf Trust International Value 0.7%
Value ($000) $2,342 Shares 54,688 Est. Cost $24.36 Unrealized
DFAE Dimensional Etf Trust Emerging Core Equity Market 0.7%
Value ($000) $2,341 Shares 80,847 Est. Cost $15.29 Unrealized
VB Vanguard Group, Inc. Small Cap Etf 0.7%
Value ($000) $2,303 Shares 9,719 Est. Cost $225.05 Unrealized
COST Costco Wholesale Corp Ordinary Shares 0.7%
Value ($000) $2,241 Shares 2,264 Est. Cost $497.72 Unrealized +99.1%
DFAI Dimensional Etf Trust International Core Equity Market 0.7%
Value ($000) $2,189 Shares 63,317 Est. Cost $19.96 Unrealized
VMBS Vanguard Group, Inc. Mortgage-Backed Securities Etf 0.6%
Value ($000) $2,036 Shares 43,927 Est. Cost $5.06 Unrealized
MU Micron Technology Inc. Ordinary Shares 0.6%
Value ($000) $2,032 Shares 16,485 Est. Cost $87.77 Unrealized +6.2%
VGT Vanguard Group, Inc. Information Technology Etf 0.6%
Value ($000) $1,983 Shares 2,990 Est. Cost $345.95 Unrealized
IAGG Blackrock Institutional Trust Company N.A. Ishares International Aggregate Bond Fund 0.6%
Value ($000) $1,945 Shares 38,075 Est. Cost $27.29 Unrealized
VWO Vanguard Group, Inc. Ftse Emerging Markets Etf 0.6%
Value ($000) $1,866 Shares 37,721 Est. Cost $40.34 Unrealized
RTX Rtx Corp Ordinary Shares 0.6%
Value ($000) $1,838 Shares 12,589 Est. Cost $86.16 Unrealized +52.9%
VHT Vanguard Group, Inc. Health Care Etf 0.6%
Value ($000) $1,823 Shares 7,340 Est. Cost $183.43 Unrealized
JNJ Johnson & Johnson 0.6%
Value ($000) $1,791 Shares 11,726 Est. Cost $144.97 Unrealized +4.0%
META Meta Platforms Inc Ordinary Shares - Class A 0.6%
Value ($000) $1,788 Shares 2,423 Est. Cost $379.72 Unrealized +62.4%
HD Home Depot, Inc. 0.5%
Value ($000) $1,741 Shares 4,749 Est. Cost $333.95 Unrealized +6.6%
CAT Caterpiller, Inc DEL 0.5%
Value ($000) $1,740 Shares 4,483 Est. Cost $212.84 Unrealized +55.4%
ABBV Abbvie Inc Ordinary Shares 0.5%
Value ($000) $1,710 Shares 9,210 Est. Cost $108.85 Unrealized +67.8%
TSM Taiwan Semiconductor Manufacturing LTD 0.5%
Value ($000) $1,671 Shares 7,380 Est. Cost $62.79 Unrealized
TIP IShares US Treasury Inflation Protected 0.5%
Value ($000) $1,670 Shares 15,180 Est. Cost $116.53 Unrealized
DUHP Dimensional Etf Trust US High Profitability 0.5%
Value ($000) $1,659 Shares 46,659 Est. Cost $28.57 Unrealized
VBR Vanguard Group, Inc. Small Cap Value Etf 0.5%
Value ($000) $1,612 Shares 8,268 Est. Cost $160.59 Unrealized
DFLV Dimensional Etf Trust US Large Cap Value 0.5%
Value ($000) $1,506 Shares 48,540 Est. Cost $30.15 Unrealized
TSLA Tesla Inc Ordinary Shares 0.4%
Value ($000) $1,422 Shares 4,477 Est. Cost $257.50 Unrealized +17.0%
DE Deere & Co. 0.4%
Value ($000) $1,411 Shares 2,774 Est. Cost $335.81 Unrealized +44.3%
VOO Vanguard Group, Inc. S&p 500 Etf 0.4%
Value ($000) $1,402 Shares 2,468 Est. Cost $286.46 Unrealized
WMT Walmart Inc 0.4%
Value ($000) $1,304 Shares 13,338 Est. Cost $54.14 Unrealized +75.0%
ADP Automatic Data Processing 0.4%
Value ($000) $1,277 Shares 4,142 Est. Cost $207.24 Unrealized +45.9%
VEU Vanguard Group, Inc. Ftse All-World ex-US Etf 0.4%
Value ($000) $1,272 Shares 18,921 Est. Cost $51.83 Unrealized
VEA Vanguard Group, Inc. Ftse Developed Markets Etf 0.4%
Value ($000) $1,215 Shares 21,317 Est. Cost $34.79 Unrealized
IBM IBM Common 0.4%
Value ($000) $1,146 Shares 3,888 Est. Cost $113.86 Unrealized +122.9%
FITB Fifth Third Bancorp Ordinary Shares 0.4%
Value ($000) $1,133 Shares 27,536 Est. Cost $35.49 Unrealized +3.0%
MRK Merck & Co Inc Ordinary Shares 0.4%
Value ($000) $1,122 Shares 14,174 Est. Cost $75.15 Unrealized +3.0%
LMT Lockheed Martin Corp. 0.4%
Value ($000) $1,119 Shares 2,417 Est. Cost $349.54 Unrealized +31.3%
SPIP Spdr Series Trust Portfolio Tips Etf 0.3%
Value ($000) $1,112 Shares 42,675 Est. Cost $4.65 Unrealized
KO Coca Cola Co 0.3%
Value ($000) $1,076 Shares 15,209 Est. Cost $50.39 Unrealized +38.5%
VZ Verizon Communications 0.3%
Value ($000) $1,059 Shares 24,471 Est. Cost $40.41 Unrealized +3.5%
QQQM Invesco Exchange-Traded Fund Trust Ii Nasdaq 100 Etf 0.3%
Value ($000) $1,022 Shares 4,500 Est. Cost $154.37 Unrealized
VPU Vanguard Group, Inc. Utilities Etf 0.3%
Value ($000) $1,012 Shares 5,736 Est. Cost $136.45 Unrealized
IBB Blackrock Institutional Trust Company N.A. Ishares Biotechnology Etf 0.3%
Value ($000) $972 Shares 7,680 Est. Cost $140.56 Unrealized
VIS Vanguard Group, Inc. Industrials Etf 0.3%
Value ($000) $970 Shares 3,462 Est. Cost $198.87 Unrealized
CASY Caseys General Stores Inc 0.3%
Value ($000) $955 Shares 1,872 Est. Cost $231.95 Unrealized +98.0%
CVX Chevron Common 0.3%
Value ($000) $927 Shares 6,472 Est. Cost $102.30 Unrealized +33.9%
SPEM Ssga Active Trust Spdr Portfolio Emerging Markets Etf 0.3%
Value ($000) $916 Shares 21,426 Est. Cost $15.00 Unrealized
PG Procter & Gamble Co. Ordinary Shares 0.3%
Value ($000) $895 Shares 5,618 Est. Cost $137.65 Unrealized +16.8%
MELI Mercadolibre Inc Ordinary Shares 0.3%
Value ($000) $886 Shares 339 Est. Cost $1719.64 Unrealized +35.8%
VCSH Vanguard Short-term Corporate Bond Idx Fund Etf 0.3%
Value ($000) $857 Shares 10,785 Est. Cost $58.07 Unrealized
EMB Blackrock Institutional Trust Company N.A. Ishares J.P. Morgan USD Emerging Markets Bond Etf 0.3%
Value ($000) $815 Shares 8,795 Est. Cost $67.11 Unrealized
LQD IShares Trust Goldman Sacsh $ Investop Corp Bond Fund 0.3%
Value ($000) $812 Shares 7,410 Est. Cost $10.87 Unrealized
GS Goldman Sachs Group, Inc. Ordinary Shares 0.3%
Value ($000) $810 Shares 1,145 Est. Cost $336.64 Unrealized +69.8%
HON Honeywell International Inc Ordinary Shares 0.2%
Value ($000) $790 Shares 3,391 Est. Cost $184.63 Unrealized +8.1%
MGK Vanguard Group, Inc. Mega Cap Growth Etf 0.2%
Value ($000) $767 Shares 2,096 Est. Cost $197.26 Unrealized
AMD Advanced Micro Devices Inc. Ordinary Shares 0.2%
Value ($000) $767 Shares 5,406 Est. Cost $111.30 Unrealized -2.2%
AMAT Applied Materials Inc. Ordinary Shares 0.2%
Value ($000) $767 Shares 4,187 Est. Cost $139.59 Unrealized +12.8%
CB Chubb Limited Ordinary Shares 0.2%
Value ($000) $762 Shares 2,629 Est. Cost $178.04 Unrealized +61.2%
CRWD Crowdstrike Holdings Inc Ordinary Shares - Class A 0.2%
Value ($000) $755 Shares 1,483 Est. Cost $196.03 Unrealized +121.2%
VAW Vanguard Materials Viper 0.2%
Value ($000) $754 Shares 3,869 Est. Cost $195.11 Unrealized
BLV Vanguard Group, Inc. Long-Term Bond Etf 0.2%
Value ($000) $738 Shares 10,609 Est. Cost $57.70 Unrealized
V Visa Inc Ordinary Shares - Class A 0.2%
Value ($000) $734 Shares 2,067 Est. Cost $207.62 Unrealized +67.1%
NEE Nextera Energy Inc Ordinary Shares 0.2%
Value ($000) $722 Shares 10,401 Est. Cost $72.82 Unrealized -6.5%
ABT Abbott Labs 0.2%
Value ($000) $709 Shares 5,212 Est. Cost $117.90 Unrealized +10.8%
CRM Salesforce Inc Ordinary Shares 0.2%
Value ($000) $699 Shares 2,563 Est. Cost $252.02 Unrealized +5.6%
MMM 3M Co. Ordinary Shares 0.2%
Value ($000) $696 Shares 4,573 Est. Cost $95.08 Unrealized +48.6%
BAC Bank of America Corp. 0.2%
Value ($000) $696 Shares 14,706 Est. Cost $40.09 Unrealized +3.4%
PFE Pfizer Inc 0.2%
Value ($000) $696 Shares 28,701 Est. Cost $33.04 Unrealized -32.4%
XOM Exxonmobil Corp. 0.2%
Value ($000) $686 Shares 6,359 Est. Cost $55.95 Unrealized +86.8%
CHKP Check Point Software Tech 0.2%
Value ($000) $683 Shares 3,085 Est. Cost $211.47 Unrealized +4.0%
VV Vanguard Group, Inc. Large Cap Etf 0.2%
Value ($000) $672 Shares 2,355 Est. Cost $222.33 Unrealized
UNP Union Pacific Corp. Ordinary Shares 0.2%
Value ($000) $669 Shares 2,909 Est. Cost $222.23 Unrealized -1.7%
PFG Principal Financial Group 0.2%
Value ($000) $659 Shares 8,302 Est. Cost $64.04 Unrealized +16.8%
SO Southern Co. 0.2%
Value ($000) $658 Shares 7,167 Est. Cost $55.75 Unrealized +57.8%
LOW Lowes Cos, Inc. 0.2%
Value ($000) $654 Shares 2,946 Est. Cost $217.18 Unrealized +1.6%
PFF Blackrock Institutional Trust Company N.A. Ishares Preferred And Income Securities Etf 0.2%
Value ($000) $649 Shares 21,165 Est. Cost $33.79 Unrealized
AMGN Amgen, Inc. 0.2%
Value ($000) $635 Shares 2,275 Est. Cost $189.39 Unrealized +46.7%
IVV Blackrock Institutional Trust Company N.A. Ishares Core S&p 500 Etf 0.2%
Value ($000) $635 Shares 1,022 Est. Cost $481.38 Unrealized
BABA Alibaba Group Holding Ltd ADR 0.2%
Value ($000) $632 Shares 5,572 Est. Cost $0.07 Unrealized
UNH Unitedhealth Group Common 0.2%
Value ($000) $615 Shares 1,970 Est. Cost $427.23 Unrealized -12.2%
TRV Travelers Companies Inc. Ordinary Shares 0.2%
Value ($000) $606 Shares 2,266 Est. Cost $145.22 Unrealized +79.5%
WEC Wec Energy Group Inc Ordinary Shares 0.2%
Value ($000) $591 Shares 5,668 Est. Cost $79.85 Unrealized +30.6%
MO Altria Group Inc. 0.2%
Value ($000) $590 Shares 10,068 Est. Cost $33.25 Unrealized +68.2%
AEP Am Electric Common 0.2%
Value ($000) $587 Shares 5,655 Est. Cost $75.13 Unrealized +35.7%
MCD McDonalds Corp. 0.2%
Value ($000) $548 Shares 1,875 Est. Cost $239.65 Unrealized +26.7%
T AT&T, Inc. 0.2%
Value ($000) $547 Shares 18,895 Est. Cost $15.05 Unrealized +79.1%
MDT Medtronic Plc Ordinary Shares 0.2%
Value ($000) $545 Shares 6,253 Est. Cost $100.59 Unrealized -17.0%
GE Ge Aerospace Ordinary Shares 0.2%
Value ($000) $538 Shares 2,090 Est. Cost $101.52 Unrealized +115.3%
VIGI Vanguard Group, Inc. International Dividend Appreciation Etf 0.2%
Value ($000) $532 Shares 5,905 Est. Cost $50.17 Unrealized
IJH Blackrock Institutional Trust Company N.A. Ishares Core S&p Mid-Cap Etf 0.2%
Value ($000) $531 Shares 8,555 Est. Cost $56.50 Unrealized
NTAP Netapp Inc Ordinary Shares 0.2%
Value ($000) $529 Shares 4,965 Est. Cost $81.48 Unrealized +14.8%
SBUX Starbucks Corp. 0.2%
Value ($000) $509 Shares 5,550 Est. Cost $95.52 Unrealized -10.8%
IUSB Blackrock Institutional Trust Company N.A. Ishares Core Total USD Bond Market Etf 0.2%
Value ($000) $502 Shares 10,852 Est. Cost $48.65 Unrealized
USB US Bancorp DEL 0.2%
Value ($000) $492 Shares 10,876 Est. Cost $43.38 Unrealized -6.1%
DIHP Dimensional Etf Trust International High Profitability 0.2%
Value ($000) $487 Shares 16,500 Est. Cost $29.44 Unrealized
ORCL Oracle Corp. 0.2%
Value ($000) $483 Shares 2,210 Est. Cost $130.12 Unrealized +23.6%
DGRO Blackrock Institutional Trust Company N.A. Ishares Core Dividend Growth Etf 0.2%
Value ($000) $482 Shares 7,532 Est. Cost $51.44 Unrealized
AXON Axon Enterprise Inc Ordinary Shares 0.2%
Value ($000) $480 Shares 580 Est. Cost $167.89 Unrealized +305.3%
ED Consolidated Edison, Inc. 0.1%
Value ($000) $471 Shares 4,691 Est. Cost $71.79 Unrealized +44.4%
UPS United Parcel Service, Inc. 0.1%
Value ($000) $466 Shares 4,612 Est. Cost $168.03 Unrealized -44.0%
MRVL Marvell Technology Inc Ordinary Shares 0.1%
Value ($000) $459 Shares 5,933 Est. Cost $42.09 Unrealized +48.0%
IWF Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Growth Etf 0.1%
Value ($000) $453 Shares 1,066 Est. Cost $170.60 Unrealized
ENB Enbridge Inc Ordinary Shares 0.1%
Value ($000) $450 Shares 9,920 Est. Cost $31.64 Unrealized +38.4%
PEP PepsiCo, Inc. 0.1%
Value ($000) $444 Shares 3,364 Est. Cost $148.48 Unrealized -11.7%
WM Waste Management, Inc. Ordinary Shares 0.1%
Value ($000) $431 Shares 1,884 Est. Cost $155.80 Unrealized +47.4%
PEY Invesco Capital Management LLC High Yield Equity Dividend Achievers Etf 0.1%
Value ($000) $427 Shares 20,914 Est. Cost $19.02 Unrealized
DOV Dover Corp. Ordinary Shares 0.1%
Value ($000) $425 Shares 2,319 Est. Cost $160.92 Unrealized +7.3%
IHAK Ishares Trust Cybersecurity And Tech Etf 0.1%
Value ($000) $420 Shares 7,899 Est. Cost $42.84 Unrealized
MS Morgan Stanley Ordinary Shares 0.1%
Value ($000) $419 Shares 2,978 Est. Cost $86.63 Unrealized +39.6%
PM Philip Morris International Inc Ordinary Shares 0.1%
Value ($000) $415 Shares 2,276 Est. Cost $78.12 Unrealized +114.2%
BMY Bristol-Myers Squibb Co. 0.1%
Value ($000) $412 Shares 8,905 Est. Cost $49.93 Unrealized -5.5%
COF Capital One Financial Corp. Ordinary Shares 0.1%
Value ($000) $410 Shares 1,928 Est. Cost $185.05 Unrealized 0.0%
IDEV Ishares Trust Core Msci International Developed Markets Etf 0.1%
Value ($000) $409 Shares 5,377 Est. Cost $20.00 Unrealized
SPGI S&p Global INC CORP 0.1%
Value ($000) $396 Shares 751 Est. Cost $443.50 Unrealized +12.0%
DIS Disney Walt Co. 0.1%
Value ($000) $394 Shares 3,180 Est. Cost $129.79 Unrealized -20.8%
TXN Texas Instruments, Inc. 0.1%
Value ($000) $394 Shares 1,898 Est. Cost $170.14 Unrealized +2.4%
AVGO Broadcom Inc Ordinary Shares 0.1%
Value ($000) $393 Shares 1,425 Est. Cost $151.60 Unrealized +42.4%
AXP American Express Co. 0.1%
Value ($000) $390 Shares 1,223 Est. Cost $163.09 Unrealized +71.3%
DFAU Dimensional Etf Trust US Core Equity Market 0.1%
Value ($000) $387 Shares 9,138 Est. Cost $31.37 Unrealized
BA Boeing Co Common 0.1%
Value ($000) $382 Shares 1,822 Est. Cost $204.91 Unrealized -7.8%
IEMG Blackrock Institutional Trust Company N.A. Ishares Core Msci Emerging Markets Etf 0.1%
Value ($000) $375 Shares 6,250 Est. Cost $23.23 Unrealized
MA Mastercard Incorporated Ordinary Shares - Class A 0.1%
Value ($000) $369 Shares 657 Est. Cost $337.07 Unrealized +63.6%
CMI Cummins Inc. Ordinary Shares 0.1%
Value ($000) $369 Shares 1,127 Est. Cost $205.83 Unrealized +48.5%
GOVT Blackrock Institutional Trust Company N.A. Ishares U.S. Treasury Bond Etf 0.1%
Value ($000) $367 Shares 15,991 Est. Cost $12.32 Unrealized
SNOW Snowflake Inc Ordinary Shares 0.1%
Value ($000) $363 Shares 1,621 Est. Cost $163.04 Unrealized +10.9%
GILD Gilead Sciences, Inc. 0.1%
Value ($000) $357 Shares 3,217 Est. Cost $58.23 Unrealized +79.3%
SMCI Super Micro Computer Inc Ordinary Shares 0.1%
Value ($000) $347 Shares 7,090 Est. Cost $38.06 Unrealized +1.3%
IESC Ies Holdings Inc Ordinary Shares 0.1%
Value ($000) $339 Shares 1,145 Est. Cost $222.56 Unrealized +5.9%
F Ford Motor Company Common 0.1%
Value ($000) $336 Shares 31,007 Est. Cost $13.49 Unrealized -26.8%
GOOGL Alphabet Inc Ordinary Shares - Class A 0.1%
Value ($000) $316 Shares 1,794 Est. Cost $124.68 Unrealized +31.0%
MBB Blackrock Institutional Trust Company N.A. Ishares Mbs Etf 0.1%
Value ($000) $310 Shares 3,307 Est. Cost $19.93 Unrealized
CI Cigna Group (The) Ordinary Shares 0.1%
Value ($000) $305 Shares 923 Est. Cost $209.74 Unrealized +51.6%
CSCO Cisco Systems, Inc. 0.1%
Value ($000) $301 Shares 4,345 Est. Cost $50.96 Unrealized +18.5%
KMB Kimberly-Clark Corp. Ordinary Shares 0.1%
Value ($000) $299 Shares 2,319 Est. Cost $115.34 Unrealized +14.2%
BDX Becton Dickinson & Co. Ordinary Shares 0.1%
Value ($000) $297 Shares 1,725 Est. Cost $224.90 Unrealized -19.8%
NKE Nike, Inc. Ordinary Shares - Class B 0.1%
Value ($000) $293 Shares 4,127 Est. Cost $92.99 Unrealized -36.5%
GLD Spdr Gold Trust Shares Etf 0.1%
Value ($000) $288 Shares 946 Est. Cost $140.80 Unrealized
VOT Vanguard Group, Inc. Mid-Cap Growth Etf 0.1%
Value ($000) $285 Shares 1,002 Est. Cost $206.64 Unrealized
TPL Texas Pacific Land Corporation Ordinary Shares 0.1%
Value ($000) $276 Shares 261 Est. Cost $443.26 Unrealized -8.2%
PAYX Paychex Inc. Ordinary Shares 0.1%
Value ($000) $275 Shares 1,892 Est. Cost $110.07 Unrealized +34.0%
MLM Martin Marietta Materials, Inc. Ordinary Shares 0.1%
Value ($000) $273 Shares 497 Est. Cost $396.00 Unrealized +33.0%
IEFA Blackrock Institutional Trust Company N.A. Ishares Core Msci Eafe Etf 0.1%
Value ($000) $272 Shares 3,260 Est. Cost $74.70 Unrealized
ADBE Adobe Inc Ordinary Shares 0.1%
Value ($000) $263 Shares 679 Est. Cost $509.71 Unrealized -24.4%
GD General Dynamics Corp. 0.1%
Value ($000) $262 Shares 898 Est. Cost $195.14 Unrealized +39.6%
DUK Duke Energy Hldg Common 0.1%
Value ($000) $262 Shares 2,217 Est. Cost $88.66 Unrealized +30.2%
DFIP Dimensional Etf Trust Inflation-Protected Securities 0.1%
Value ($000) $261 Shares 6,250 Est. Cost $41.28 Unrealized
MET Metlife Inc Ordinary Shares 0.1%
Value ($000) $261 Shares 3,247 Est. Cost $55.38 Unrealized +36.9%
IWM Blackrock Institutional Trust Company N.A. Ishares Russell 2000 Etf 0.1%
Value ($000) $259 Shares 1,200 Est. Cost $219.38 Unrealized
WFC Wells Fargo & Co. Common Stock 0.1%
Value ($000) $255 Shares 3,179 Est. Cost $41.26 Unrealized +72.4%
HEFA Blackrock Institutional Trust Company N.A. Ishares Currency Hedged Msci Eafe Etf 0.1%
Value ($000) $254 Shares 6,700 Est. Cost $35.31 Unrealized
COP Conoco Phillips Ordinary Shares 0.1%
Value ($000) $247 Shares 2,750 Est. Cost $67.63 Unrealized +30.2%
ROK Rockwell Automation Inc Ordinary Shares 0.1%
Value ($000) $242 Shares 730 Est. Cost $246.03 Unrealized +14.7%
VOE Vanguard Group, Inc. Mid-Cap Value Etf 0.1%
Value ($000) $241 Shares 1,467 Est. Cost $144.82 Unrealized
GEV Ge Vernova Inc. Ordinary Shares 0.1%
Value ($000) $233 Shares 440 Est. Cost $215.64 Unrealized +92.9%
FISV Fiserv, Inc. 0.1%
Value ($000) $232 Shares 1,345 Est. Cost $102.76 Unrealized +76.5%
QQQ Invesco Capital Management LLC Qqq Trust Series 1 0.1%
Value ($000) $231 Shares 418 Est. Cost $297.91 Unrealized
INTC Intel Corp. 0.1%
Value ($000) $222 Shares 9,898 Est. Cost $37.22 Unrealized -44.3%
DD Dupont DE Nemours Inc Ordinary Shares 0.1%
Value ($000) $218 Shares 3,172 Est. Cost $28.92 Unrealized -5.6%
IJR Blackrock Institutional Trust Company N.A. Ishares Core S&p Small-Cap Etf 0.1%
Value ($000) $216 Shares 1,978 Est. Cost $114.36 Unrealized
BK Bank of New York Mellon Corp 0.1%
Value ($000) $211 Shares 2,317 Est. Cost $51.63 Unrealized +62.6%
PCY Invesco Capital Management LLC Emerging Markets Sovereign Debt Etf 0.1%
Value ($000) $209 Shares 10,250 Est. Cost $13.39 Unrealized
BX Blackstone Inc Ordinary Shares 0.1%
Value ($000) $205 Shares 1,372 Est. Cost $116.12 Unrealized +16.4%
NTR Nutrien Ltd Ordinary Shares 0.1%
Value ($000) $205 Shares 3,515 Est. Cost $61.88 Unrealized -9.5%
VLO Valero Energy Corp. Ordinary Shares 0.1%
Value ($000) $196 Shares 1,455 Est. Cost $65.12 Unrealized +87.8%
DFUS Dimensional Etf Trust U.S. Equity Market 0.1%
Value ($000) $195 Shares 2,905 Est. Cost $9.43 Unrealized
PNC PNC Financial Services Group, Inc. 0.1%
Value ($000) $194 Shares 1,040 Est. Cost $179.89 Unrealized -7.7%
MPC Marathon Petroleum Corp Ordinary Shares 0.1%
Value ($000) $187 Shares 1,128 Est. Cost $61.38 Unrealized +140.9%
VSS Vanguard Group, Inc. Ftse All-World Ex-US Small Capital Index Fund Etf 0.1%
Value ($000) $186 Shares 1,381 Est. Cost $131.80 Unrealized
COR Cencora Inc. Ordinary Shares 0.1%
Value ($000) $185 Shares 618 Est. Cost $137.40 Unrealized +108.7%
MDLZ Mondelez International Inc. Ordinary Shares - Class A 0.1%
Value ($000) $180 Shares 2,663 Est. Cost $56.14 Unrealized +16.0%
Amcor Plc Ordinary Shares 0.1%
Value ($000) $179 Shares 19,500 Est. Cost $9.15 Unrealized 0.0%
IWB Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Etf 0.1%
Value ($000) $178 Shares 525 Est. Cost $264.12 Unrealized
XEL Xcel Energy Common 0.1%
Value ($000) $177 Shares 2,593 Est. Cost $59.30 Unrealized +14.3%
DFAX Dimensional Etf Trust World Ex U.S. Core Equity 2 0.1%
Value ($000) $176 Shares 6,000 Est. Cost $4.91 Unrealized
C Citigroup Inc Ordinary Shares 0.1%
Value ($000) $174 Shares 2,044 Est. Cost $47.99 Unrealized +48.4%
CTVA Corteva Inc Ordinary Shares 0.1%
Value ($000) $173 Shares 2,324 Est. Cost $43.66 Unrealized +51.5%
ITA Blackrock Institutional Trust Company N.A. Ishares U.S. Aerospace & Defense Etf 0.1%
Value ($000) $173 Shares 915 Est. Cost $101.09 Unrealized
IMCG Blackrock Institutional Trust Company N.A. Ishares Morningstar Mid-Cap Growth Etf 0.1%
Value ($000) $172 Shares 2,148 Est. Cost $73.09 Unrealized
NOC Northrop Grumman Corp. Ordinary Shares 0.1%
Value ($000) $171 Shares 342 Est. Cost $348.21 Unrealized +39.6%
DVN Devon Energy Corp. Ordinary Shares 0.1%
Value ($000) $171 Shares 5,375 Est. Cost $45.96 Unrealized -32.0%
NFLX Netflix Inc. Ordinary Shares 0.1%
Value ($000) $166 Shares 124 Est. Cost $46.86 Unrealized +141.3%
IWD Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Value Etf 0.1%
Value ($000) $165 Shares 852 Est. Cost $161.56 Unrealized
VDC Vanguard Group, Inc. Consumer Staples Etf 0.1%
Value ($000) $165 Shares 753 Est. Cost $177.33 Unrealized
WELL Welltower Inc. Ordinary Shares 0.1%
Value ($000) $163 Shares 1,058 Est. Cost $61.54 Unrealized +140.3%
B Barrick Mining Corp. Ordinary Shares 0.1%
Value ($000) $162 Shares 7,800 Est. Cost $19.29 Unrealized 0.0%
IBIT Ishares Bitcoin Trust Etf Beneficial Interest 0.0%
Value ($000) $159 Shares 2,595 Est. Cost $46.76 Unrealized
CVS CVS Health Corp Ordinary Shares 0.0%
Value ($000) $159 Shares 2,302 Est. Cost $80.04 Unrealized -19.8%
VDE Vanguard Group, Inc. Energy Etf 0.0%
Value ($000) $159 Shares 1,332 Est. Cost $82.63 Unrealized
EDIV Ssga Active Trust Spdr S&p Emerging Markets Dividend Etf 0.0%
Value ($000) $158 Shares 4,143 Est. Cost $35.70 Unrealized
IXG Blackrock Institutional Trust Company N.A. Ishares Global Financials Etf 0.0%
Value ($000) $158 Shares 1,425 Est. Cost $16.32 Unrealized
WTBA West Bancorporation 0.0%
Value ($000) $156 Shares 7,954 Est. Cost $30.21 Unrealized -36.0%
SCHW Charles Schwab Corp. Ordinary Shares 0.0%
Value ($000) $155 Shares 1,695 Est. Cost $54.22 Unrealized +53.4%
TT Trane Technologies Plc Ordinary Shares - Class A 0.0%
Value ($000) $151 Shares 346 Est. Cost $178.56 Unrealized +120.1%
ADI Analog Devices Inc. Ordinary Shares 0.0%
Value ($000) $151 Shares 635 Est. Cost $173.36 Unrealized +18.9%
RBLX Roblox Corporation Ordinary Shares - Class A 0.0%
Value ($000) $150 Shares 1,428 Est. Cost $42.82 Unrealized +83.4%
EFA Blackrock Institutional Trust Company N.A. Ishares Msci Eafe Etf 0.0%
Value ($000) $149 Shares 1,670 Est. Cost $73.36 Unrealized
IWN Blackrock Institutional Trust Company N.A. Ishares Russell 2000 Value Etf 0.0%
Value ($000) $148 Shares 939 Est. Cost $148.47 Unrealized
GIS General Mills Inc. 0.0%
Value ($000) $147 Shares 2,842 Est. Cost $58.04 Unrealized -7.3%
ALSN Allison Transmission Holdings Inc Ordinary Shares 0.0%
Value ($000) $147 Shares 1,550 Est. Cost $106.19 Unrealized -9.7%
ZVRA Zevra Therapeutics Inc Ordinary Shares 0.0%
Value ($000) $143 Shares 16,224 Est. Cost $8.50 Unrealized -4.5%
IDV Blackrock Institutional Trust Company N.A. Ishares International Select Dividend Etf 0.0%
Value ($000) $142 Shares 4,114 Est. Cost $31.02 Unrealized
RACE Ferrari N.V. Ordinary Shares 0.0%
Value ($000) $140 Shares 285 Est. Cost $208.60 Unrealized +122.7%
TMO Thermo Fisher Scientific Inc. Ordinary Shares 0.0%
Value ($000) $136 Shares 335 Est. Cost $426.03 Unrealized -2.1%
PPG PPG Industries, Inc. Ordinary Shares 0.0%
Value ($000) $135 Shares 1,190 Est. Cost $141.74 Unrealized -25.0%
ISCV Blackrock Institutional Trust Company N.A. Ishares Morningstar Small-Cap Value Etf 0.0%
Value ($000) $135 Shares 2,196 Est. Cost $59.65 Unrealized
CAG Conagra Foods 0.0%
Value ($000) $135 Shares 6,571 Est. Cost $25.82 Unrealized -13.1%
MLI Mueller Industries, Inc. Ordinary Shares 0.0%
Value ($000) $134 Shares 1,688 Est. Cost $79.51 Unrealized -5.8%
OKE Oneok Inc. Ordinary Shares 0.0%
Value ($000) $133 Shares 1,635 Est. Cost $76.64 Unrealized +5.3%
CASH Pathward Financial Inc Ordinary Shares 0.0%
Value ($000) $132 Shares 1,670 Est. Cost $58.81 Unrealized +29.9%
IVE Blackrock Institutional Trust Company N.A. Ishares S&p 500 Value Etf 0.0%
Value ($000) $132 Shares 676 Est. Cost $156.80 Unrealized
VOOV Vanguard Group, Inc. S&p 500 Value Etf 0.0%
Value ($000) $132 Shares 700 Est. Cost $158.04 Unrealized
LRCX Lam Research Corp. Ordinary Shares 0.0%
Value ($000) $130 Shares 1,340 Est. Cost $78.11 Unrealized +1.0%
WYNN Wynn Resorts Ltd. Ordinary Shares 0.0%
Value ($000) $129 Shares 1,375 Est. Cost $79.75 Unrealized +5.8%
FDX Fedex Corp Ordinary Shares 0.0%
Value ($000) $128 Shares 561 Est. Cost $210.05 Unrealized +2.5%
PGR Progressive Corp. Ordinary Shares 0.0%
Value ($000) $127 Shares 476 Est. Cost $94.29 Unrealized +173.1%
ADM Archer Daniels Midland Co. Ordinary Shares 0.0%
Value ($000) $121 Shares 2,290 Est. Cost $55.97 Unrealized -15.0%
BTCI Neos Etf Trust Bitcoin High Income 0.0%
Value ($000) $119 Shares 2,000 Est. Cost $59.70 Unrealized
HSIC Henry Schein Inc. Ordinary Shares 0.0%
Value ($000) $119 Shares 1,625 Est. Cost $72.90 Unrealized -5.6%
PEG Public Service Enterprise Group Inc. Ordinary Shares 0.0%
Value ($000) $118 Shares 1,401 Est. Cost $55.47 Unrealized +42.3%
CMG Chipotle Mexican Grill Ordinary Shares 0.0%
Value ($000) $118 Shares 2,100 Est. Cost $59.34 Unrealized -14.3%
TPYP Tortoise Capital Series Trust North American Pipeline Fund Etf 0.0%
Value ($000) $118 Shares 3,298 Est. Cost $35.73 Unrealized
CL Colgate Polmolive Co. 0.0%
Value ($000) $117 Shares 1,284 Est. Cost $70.92 Unrealized +27.0%
XLP Ssga Active Trust Consumer Staples Select Sector Spdr 0.0%
Value ($000) $115 Shares 1,425 Est. Cost $46.19 Unrealized
CEG Constellation Energy Corporation Ordinary Shares 0.0%
Value ($000) $115 Shares 356 Est. Cost $82.66 Unrealized +219.2%
ZBH Zimmer Biomet Holdings INC CORP 0.0%
Value ($000) $115 Shares 1,257 Est. Cost $125.12 Unrealized -23.3%
RSP Invesco Capital Management LLC S&p 500 Equal Weight Etf 0.0%
Value ($000) $114 Shares 629 Est. Cost $149.32 Unrealized
PSX Phillips 66 Ordinary Shares 0.0%
Value ($000) $112 Shares 942 Est. Cost $79.38 Unrealized +37.9%
VTWG Vanguard Group, Inc. Russell 2000 Growth Index Etf 0.0%
Value ($000) $112 Shares 536 Est. Cost $209.39 Unrealized
ILCB Blackrock Institutional Trust Company N.A. Ishares Morningstar U.S. Equity Etf 0.0%
Value ($000) $109 Shares 1,268 Est. Cost $66.25 Unrealized
ISRG Intuitive Surgical Inc Ordinary Shares 0.0%
Value ($000) $109 Shares 200 Est. Cost $342.00 Unrealized +52.9%
EEM Blackrock Institutional Trust Company N.A. Ishares Msci Emerging Markets Etf 0.0%
Value ($000) $108 Shares 2,230 Est. Cost $2.46 Unrealized
PSA Public Storage Ordinary Shares 0.0%
Value ($000) $107 Shares 366 Est. Cost $306.57 Unrealized -6.2%
KRE Spdr Series Trust S&p Regional Banking Etf 0.0%
Value ($000) $107 Shares 1,800 Est. Cost $0.04 Unrealized
BP BP 0.0%
Value ($000) $106 Shares 3,543 Est. Cost $24.90 Unrealized
QQQI Neos Etf Trust Nasdaq 100 High Income 0.0%
Value ($000) $104 Shares 2,000 Est. Cost $49.72 Unrealized
STZ Constellation Brands Inc Ordinary Shares - Class A 0.0%
Value ($000) $104 Shares 639 Est. Cost $201.26 Unrealized -12.2%
NVS Novartis Ag ADR 0.0%
Value ($000) $103 Shares 855 Est. Cost $87.64 Unrealized
SLV Blackrock Institutional Trust Company N.A. Ishares Silver 0.0%
Value ($000) $102 Shares 3,116 Est. Cost $18.50 Unrealized
D Dominion Energy Inc Ordinary Shares 0.0%
Value ($000) $102 Shares 1,806 Est. Cost $54.66 Unrealized -2.8%
STX Seagate Technology Holdings Plc Ordinary Shares 0.0%
Value ($000) $102 Shares 705 Est. Cost $58.30 Unrealized +75.7%
SPYI Neos Etf Trust S&p 500 High Income 0.0%
Value ($000) $101 Shares 2,000 Est. Cost $49.10 Unrealized
CARR Carrier Global Corp Ordinary Shares 0.0%
Value ($000) $99 Shares 1,353 Est. Cost $50.95 Unrealized +32.1%
PKG Packaging Corp Amer Common 0.0%
Value ($000) $99 Shares 524 Est. Cost $122.50 Unrealized +51.7%
FTNT Fortinet Inc Ordinary Shares 0.0%
Value ($000) $98 Shares 931 Est. Cost $83.05 Unrealized +21.5%
Blackrock, Inc. (US) Blackrock Technology And Private Equity Term Trust 0.0%
Value ($000) $95 Shares 12,913 Est. Cost $6.26 Unrealized
PRU Prudential Financial Inc. Ordinary Shares 0.0%
Value ($000) $94 Shares 879 Est. Cost $88.82 Unrealized +12.9%
AAP Advance Auto Parts Inc Ordinary Shares 0.0%
Value ($000) $93 Shares 2,000 Est. Cost $51.16 Unrealized -22.9%
HOOD Robinhood Markets Inc Ordinary Shares - Class A 0.0%
Value ($000) $91 Shares 970 Est. Cost $39.68 Unrealized +49.2%
SHEL Shell Plc ADR (Representing - Ordinary Shares) 0.0%
Value ($000) $90 Shares 1,282 Est. Cost $52.96 Unrealized
BTI British American Tobacco Plc ADR 0.0%
Value ($000) $90 Shares 1,905 Est. Cost $7.71 Unrealized
O Realty Income Corp. Ordinary Shares 0.0%
Value ($000) $89 Shares 1,550 Est. Cost $55.36 Unrealized -1.6%
PYPL Paypal Holdings Inc Ordinary Shares 0.0%
Value ($000) $89 Shares 1,194 Est. Cost $138.26 Unrealized -50.6%
WMB Williams Cos Inc Ordinary Shares 0.0%
Value ($000) $88 Shares 1,400 Est. Cost $22.75 Unrealized +153.5%
VNQ Vanguard Group, Inc. Real Estate Index Fund Etf 0.0%
Value ($000) $88 Shares 985 Est. Cost $112.12 Unrealized
BIIB Biogen Inc Ordinary Shares 0.0%
Value ($000) $87 Shares 692 Est. Cost $233.59 Unrealized -46.7%
KIM Kimco Realty Corporation Ordinary Shares 0.0%
Value ($000) $87 Shares 4,118 Est. Cost $19.16 Unrealized +4.7%
IWO Blackrock Institutional Trust Company N.A. Ishares Russell 2000 Growth Etf 0.0%
Value ($000) $86 Shares 300 Est. Cost $206.67 Unrealized
POR Portland General Electric Co Ordinary Shares 0.0%
Value ($000) $86 Shares 2,105 Est. Cost $43.70 Unrealized -7.3%
SYY Sysco Corp. 0.0%
Value ($000) $85 Shares 1,116 Est. Cost $68.78 Unrealized +3.4%
WY Weyerhaeuser Co. Ordinary Shares 0.0%
Value ($000) $82 Shares 3,207 Est. Cost $32.09 Unrealized -20.3%
G Genpact Ltd Ordinary Shares 0.0%
Value ($000) $82 Shares 1,871 Est. Cost $38.74 Unrealized +16.0%
TGT Target Corp. 0.0%
Value ($000) $81 Shares 817 Est. Cost $168.58 Unrealized -44.7%
PRI Primerica Inc Ordinary Shares 0.0%
Value ($000) $80 Shares 294 Est. Cost $158.57 Unrealized +67.1%
KR Kroger Co. Ordinary Shares 0.0%
Value ($000) $80 Shares 1,116 Est. Cost $44.95 Unrealized +51.7%
PLTR Palantir Technologies Inc Ordinary Shares - Class A 0.0%
Value ($000) $79 Shares 578 Est. Cost $19.54 Unrealized +500.3%
QCOM Qualcomm, Inc. 0.0%
Value ($000) $78 Shares 487 Est. Cost $146.36 Unrealized -0.9%
XLU Ssga Active Trust Utilities Select Sector Spdr Etf 0.0%
Value ($000) $76 Shares 930 Est. Cost $45.28 Unrealized
DAL Delta Air Lines, Inc. Ordinary Shares 0.0%
Value ($000) $75 Shares 1,530 Est. Cost $38.51 Unrealized +18.3%
OTIS Otis Worldwide Corp Ordinary Shares 0.0%
Value ($000) $75 Shares 757 Est. Cost $80.78 Unrealized +18.1%
VTRS Viatris Inc Ordinary Shares 0.0%
Value ($000) $74 Shares 8,295 Est. Cost $10.95 Unrealized -25.2%
NVO Novo Nordisk A/S 0.0%
Value ($000) $74 Shares 1,065 Est. Cost $5.00 Unrealized
CM Canadian Imperial Bank Of Commerce Ordinary Shares 0.0%
Value ($000) $70 Shares 995 Est. Cost $51.88 Unrealized +22.8%
DVY Blackrock Institutional Trust Company N.A. Ishares Select Dividend Etf 0.0%
Value ($000) $70 Shares 530 Est. Cost $118.69 Unrealized
CBOE Cboe Global Markets Inc. Ordinary Shares 0.0%
Value ($000) $70 Shares 300 Est. Cost $135.03 Unrealized +64.6%
UAA Under Armour Inc 0.0%
Value ($000) $69 Shares 10,063 Est. Cost $7.36 Unrealized -15.4%
BBAI BigBear.ai Holdings Inc Ordinary Shares 0.0%
Value ($000) $68 Shares 10,000 Est. Cost $4.76 Unrealized -24.1%
AM Antero Midstream Corp Ordinary Shares 0.0%
Value ($000) $68 Shares 3,580 Est. Cost $13.04 Unrealized +31.6%
PSTG Pure Storage Inc Ordinary Shares - Class A 0.0%
Value ($000) $68 Shares 1,175 Est. Cost $50.25 Unrealized -1.0%
ZTS Zoetis Inc Ordinary Shares - Class A 0.0%
Value ($000) $66 Shares 424 Est. Cost $186.96 Unrealized -15.8%
DOCU Docusign Inc Ordinary Shares 0.0%
Value ($000) $66 Shares 845 Est. Cost $91.86 Unrealized -11.9%
CIEN Ciena Corp. Ordinary Shares 0.0%
Value ($000) $65 Shares 800 Est. Cost $61.70 Unrealized +16.3%
VCR Vanguard Group, Inc. Consumer Discretionary Etf 0.0%
Value ($000) $65 Shares 179 Est. Cost $291.10 Unrealized
EFX Equifax, Inc. Ordinary Shares 0.0%
Value ($000) $65 Shares 250 Est. Cost $270.17 Unrealized -6.4%
Z Zillow Group Inc Ordinary Shares - Class C 0.0%
Value ($000) $64 Shares 915 Est. Cost $72.06 Unrealized -6.5%
FXG First Trust Exchange-Traded Fund Iii Consumer Staples Alphadex 0.0%
Value ($000) $63 Shares 1,000 Est. Cost $0.06 Unrealized
XYZ Block Inc Ordinary Shares - Class A 0.0%
Value ($000) $63 Shares 925 Est. Cost $93.90 Unrealized -38.0%
ELV Anthem, Inc 0.0%
Value ($000) $62 Shares 160 Est. Cost $423.08 Unrealized -6.3%
PSLV Sprott Asset Management Lp Physical Silver Trust 0.0%
Value ($000) $61 Shares 5,000 Est. Cost $4.80 Unrealized
JD JD.com Inc ADR 0.0%
Value ($000) $60 Shares 1,840 Est. Cost $0.03 Unrealized
TDY Teledyne Technologies Inc Ordinary Shares 0.0%
Value ($000) $59 Shares 115 Est. Cost $494.63 Unrealized -2.5%
HRL Hormel Foods Corp. Ordinary Shares 0.0%
Value ($000) $59 Shares 1,935 Est. Cost $34.50 Unrealized -14.6%
BNS Bank Of Nova Scotia Ordinary Shares 0.0%
Value ($000) $58 Shares 1,055 Est. Cost $45.71 Unrealized +9.7%
VBK Vanguard Group, Inc. Small Cap Growth Etf 0.0%
Value ($000) $58 Shares 210 Est. Cost $257.43 Unrealized
MSI Motorola Solutions Inc Ordinary Shares 0.0%
Value ($000) $57 Shares 136 Est. Cost $468.46 Unrealized -11.4%
FHI Federated Hermes Inc Ordinary Shares - Class B 0.0%
Value ($000) $57 Shares 1,280 Est. Cost $29.32 Unrealized +37.1%
BKH Black Hills Corporation Ordinary Shares 0.0%
Value ($000) $56 Shares 1,000 Est. Cost $56.47 Unrealized +0.0%
EXC Exelon Corp. Ordinary Shares 0.0%
Value ($000) $56 Shares 1,291 Est. Cost $32.94 Unrealized +32.3%
ILCV Blackrock Institutional Trust Company N.A. Ishares Morningstar Value Etf 0.0%
Value ($000) $56 Shares 668 Est. Cost $68.86 Unrealized
EVRG Evergy Inc Ordinary Shares 0.0%
Value ($000) $56 Shares 808 Est. Cost $54.61 Unrealized +20.1%
VONG Vanguard Group, Inc. Russell 1000 Growth Index Etf 0.0%
Value ($000) $55 Shares 500 Est. Cost $76.94 Unrealized
IAT Blackrock Institutional Trust Company N.A. Ishares U.S. Regional Banks Etf 0.0%
Value ($000) $55 Shares 1,100 Est. Cost $4.11 Unrealized
VYMI Vanguard Group, Inc. International High Dividend Yield Etf 0.0%
Value ($000) $54 Shares 670 Est. Cost $61.60 Unrealized
OXY Occidental Petroleum Corp. Ordinary Shares 0.0%
Value ($000) $53 Shares 1,270 Est. Cost $55.22 Unrealized -25.5%
MCO Moody`s Corp. Ordinary Shares 0.0%
Value ($000) $53 Shares 106 Est. Cost $372.33 Unrealized +23.8%
MSEX Middlesex Water Co. Ordinary Shares 0.0%
Value ($000) $52 Shares 967 Est. Cost $106.24 Unrealized -44.3%
PH Parker-Hannifin Corp. Ordinary Shares 0.0%
Value ($000) $52 Shares 75 Est. Cost $292.73 Unrealized +114.6%
MGC Vanguard Group, Inc. Mega Cap 300 Index Etf 0.0%
Value ($000) $52 Shares 232 Est. Cost $48.32 Unrealized
EW Edwards Lifesciences Corp Ordinary Shares 0.0%
Value ($000) $52 Shares 667 Est. Cost $105.47 Unrealized -29.3%
HSY Hershey Company Ordinary Shares 0.0%
Value ($000) $51 Shares 310 Est. Cost $177.13 Unrealized -8.8%
DOW Dow Inc Ordinary Shares 0.0%
Value ($000) $50 Shares 1,900 Est. Cost $45.08 Unrealized -38.3%
WPM Wheaton Precious Metals Corp Ordinary Shares 0.0%
Value ($000) $50 Shares 560 Est. Cost $52.19 Unrealized +61.1%
TFC Truist Financial Corporation Ordinary Shares 0.0%
Value ($000) $50 Shares 1,169 Est. Cost $45.19 Unrealized -15.9%
VONV Vanguard Group, Inc. Russell 1000 Value Index Etf 0.0%
Value ($000) $50 Shares 586 Est. Cost $70.09 Unrealized
DFNM Dimensional Etf Trust National Municipal Bond 0.0%
Value ($000) $49 Shares 1,038 Est. Cost $47.77 Unrealized
VRTX Vertex Pharmaceuticals, Inc. Ordinary Shares 0.0%
Value ($000) $49 Shares 110 Est. Cost $433.91 Unrealized +6.2%
SDY Spdr Series Trust Dividend Etf 0.0%
Value ($000) $49 Shares 358 Est. Cost $130.01 Unrealized
VTEB Vanguard Group, Inc. Tax-Exempt Bond Etf 0.0%
Value ($000) $49 Shares 991 Est. Cost $50.11 Unrealized
BJ Bj`s Wholesale Club Holdings Inc Ordinary Shares 0.0%
Value ($000) $49 Shares 450 Est. Cost $62.43 Unrealized +82.5%
AJG Gallagher, Arthur J. & Co. 0.0%
Value ($000) $48 Shares 150 Est. Cost $153.40 Unrealized +113.5%
PAA Plains All American Pipeline Lp Unit 0.0%
Value ($000) $47 Shares 2,550 Est. Cost $9.41 Unrealized
CELH Celsius Holdings Inc Ordinary Shares 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $75.59 Unrealized -49.0%
SCHX Schwab Strategic Trust U.S. Large-Cap Etf 0.0%
Value ($000) $46 Shares 1,878 Est. Cost $38.07 Unrealized
XMMO Invesco Capital Management LLC S&p Midcap Momentum Etf 0.0%
Value ($000) $45 Shares 350 Est. Cost $90.31 Unrealized
ALL Allstate Common 0.0%
Value ($000) $45 Shares 223 Est. Cost $113.63 Unrealized +73.3%
CMCSA Comcast Corp Ordinary Shares - Class A 0.0%
Value ($000) $44 Shares 1,224 Est. Cost $45.21 Unrealized -25.0%
IDXX Idexx Laboratories, Inc. Ordinary Shares 0.0%
Value ($000) $42 Shares 78 Est. Cost $627.75 Unrealized -23.8%
AWK American Water Works Co. Inc. Ordinary Shares 0.0%
Value ($000) $42 Shares 300 Est. Cost $160.41 Unrealized -12.0%
CHD Church & Dwight Co., Inc. Ordinary Shares 0.0%
Value ($000) $41 Shares 426 Est. Cost $86.37 Unrealized +13.2%
AMLP Alps Etf Trust Alerian Mlp 0.0%
Value ($000) $41 Shares 837 Est. Cost $48.16 Unrealized
LYB Lyondellbasell Industries NV Ordinary Shares - Class A 0.0%
Value ($000) $41 Shares 705 Est. Cost $68.69 Unrealized -20.8%
LW Lamb Weston Holdings Inc Ordinary Shares 0.0%
Value ($000) $40 Shares 779 Est. Cost $55.25 Unrealized -4.5%
INTU Intuit Inc Ordinary Shares 0.0%
Value ($000) $39 Shares 50 Est. Cost $422.65 Unrealized +59.6%
DNP Select Income Fund Inc. 0.0%
Value ($000) $39 Shares 4,000 Est. Cost $10.75 Unrealized
ETN Eaton Corporation Plc Ordinary Shares 0.0%
Value ($000) $39 Shares 109 Est. Cost $155.46 Unrealized +97.3%
DLR Digital Realty Trust Inc Ordinary Shares 0.0%
Value ($000) $39 Shares 223 Est. Cost $93.53 Unrealized +71.3%
AGM Federal Agricultural Mortgage Corp. Ordinary Shares - Class C 0.0%
Value ($000) $39 Shares 200 Est. Cost $107.94 Unrealized +66.2%
GEHC Ge Healthcare Technologies Inc Ordinary Shares 0.0%
Value ($000) $39 Shares 520 Est. Cost $76.24 Unrealized -8.8%
WST West Pharmaceutical Services, Inc. Ordinary Shares 0.0%
Value ($000) $39 Shares 176 Est. Cost $425.92 Unrealized -49.9%
SCZ Blackrock Institutional Trust Company N.A. Ishares Msci Eafe Small-Cap Etf 0.0%
Value ($000) $38 Shares 529 Est. Cost $39.14 Unrealized
CNC Centene Corp. Ordinary Shares 0.0%
Value ($000) $38 Shares 700 Est. Cost $73.27 Unrealized -20.0%
SPIB Ssga Active Trust Spdr Portfolio Intermediate Term Corporate Bond Etf 0.0%
Value ($000) $38 Shares 1,131 Est. Cost $30.07 Unrealized
HUM Humana Inc. Ordinary Shares 0.0%
Value ($000) $38 Shares 155 Est. Cost $356.07 Unrealized -30.7%
LHX L3harris Technologies Inc Ordinary Shares 0.0%
Value ($000) $38 Shares 150 Est. Cost $203.52 Unrealized +11.6%
LUV Southwest Airlines Co Ordinary Shares 0.0%
Value ($000) $37 Shares 1,155 Est. Cost $35.97 Unrealized -17.5%
SILJ Amplify Etf Trust Junior Silver Miners 0.0%
Value ($000) $37 Shares 2,515 Est. Cost $0.01 Unrealized
STT State Street Corp. Ordinary Shares 0.0%
Value ($000) $37 Shares 350 Est. Cost $81.66 Unrealized +10.9%
CDE Coeur Mining Inc Ordinary Shares 0.0%
Value ($000) $37 Shares 4,160 Est. Cost $6.07 Unrealized +20.0%
ACN Accenture Plc Ordinary Shares - Class A 0.0%
Value ($000) $37 Shares 123 Est. Cost $340.34 Unrealized -11.0%
ACGL Arch Capital Group Ltd Ordinary Shares 0.0%
Value ($000) $36 Shares 400 Est. Cost $69.42 Unrealized +32.9%
EWU Blackrock Institutional Trust Company N.A. Ishares Msci United Kingdom Etf 0.0%
Value ($000) $36 Shares 913 Est. Cost $33.85 Unrealized
CNS Cohen & Steers Inc. Ordinary Shares 0.0%
Value ($000) $36 Shares 480 Est. Cost $80.62 Unrealized -6.6%
CLX Clorox Co. Ordinary Shares 0.0%
Value ($000) $36 Shares 300 Est. Cost $145.62 Unrealized -10.4%
SAFT Safety Insurance Group, Inc. Ordinary Shares 0.0%
Value ($000) $35 Shares 445 Est. Cost $80.89 Unrealized -2.4%
UFPI Ufp Industries Inc Ordinary Shares 0.0%
Value ($000) $35 Shares 350 Est. Cost $83.42 Unrealized +21.0%
FE Firstenergy Common 0.0%
Value ($000) $35 Shares 860 Est. Cost $32.61 Unrealized +23.5%
HBAN Huntington Bancshares, Inc. Ordinary Shares 0.0%
Value ($000) $34 Shares 2,034 Est. Cost $13.03 Unrealized +12.8%
COIN Coinbase Global Inc Ordinary Shares - Class A 0.0%
Value ($000) $33 Shares 95 Est. Cost $233.78 Unrealized 0.0%
MUB Blackrock Institutional Trust Company N.A. Ishares National Muni Bond Etf 0.0%
Value ($000) $33 Shares 318 Est. Cost $117.47 Unrealized
DTE Dte Energy Co. Ordinary Shares 0.0%
Value ($000) $33 Shares 250 Est. Cost $99.45 Unrealized +32.0%
IR Ingersoll-Rand Inc Ordinary Shares 0.0%
Value ($000) $33 Shares 397 Est. Cost $56.66 Unrealized +39.0%
EXPE Expedia Group Inc Ordinary Shares 0.0%
Value ($000) $33 Shares 193 Est. Cost $128.85 Unrealized +25.3%
QSR Restaurant Brands International Inc Ordinary Shares 0.0%
Value ($000) $32 Shares 490 Est. Cost $58.94 Unrealized +13.3%
Juniper Networks Common 0.0%
Value ($000) $32 Shares 810 Est. Cost $35.83 Unrealized
WPC W. P. Carey Inc Ordinary Shares 0.0%
Value ($000) $32 Shares 518 Est. Cost $63.07 Unrealized
AEM Agnico Eagle Mines Ltd Ordinary Shares 0.0%
Value ($000) $32 Shares 269 Est. Cost $76.09 Unrealized +51.4%
CCL Carnival Corp. Ordinary Shares (Paired Stock) 0.0%
Value ($000) $32 Shares 1,130 Est. Cost $19.20 Unrealized +11.5%
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
DEO Diageo Plc ADR 0.0%
Value ($000) $32 Shares 314 Est. Cost $202.92 Unrealized
WBD Warner Bros. Discovery Inc Ordinary Shares - Class A 0.0%
Value ($000) $32 Shares 2,761 Est. Cost $14.06 Unrealized -33.7%
VOX Vanguard Group, Inc. Communication Services Etf 0.0%
Value ($000) $32 Shares 185 Est. Cost $129.58 Unrealized
Unilever Plc ADR 0.0%
Value ($000) $32 Shares 517 Est. Cost $9.71 Unrealized
IP International Paper Co. Ordinary Shares 0.0%
Value ($000) $32 Shares 675 Est. Cost $46.36 Unrealized -0.8%
KMI Kinder Morgan Inc Ordinary Shares - Class P 0.0%
Value ($000) $32 Shares 1,075 Est. Cost $13.34 Unrealized +100.6%
UMBF Umb Financial Corp. Ordinary Shares 0.0%
Value ($000) $32 Shares 300 Est. Cost $67.77 Unrealized +47.1%
DFUV Dimensional Etf Trust US Marketwide Value 0.0%
Value ($000) $31 Shares 744 Est. Cost $39.27 Unrealized
RCL Royal Caribbean Group Ordinary Shares 0.0%
Value ($000) $31 Shares 100 Est. Cost $79.83 Unrealized +195.8%
CAH Cardinal Health, Inc. Ordinary Shares 0.0%
Value ($000) $30 Shares 180 Est. Cost $44.62 Unrealized +229.7%
PICK Blackrock Institutional Trust Company N.A. Ishares Msci Global Metals & Mining Producers Etf 0.0%
Value ($000) $30 Shares 800 Est. Cost $40.83 Unrealized
VST Vistra Corp Ordinary Shares 0.0%
Value ($000) $30 Shares 155 Est. Cost $105.86 Unrealized +39.3%
TJX Tjx Companies, Inc. Ordinary Shares 0.0%
Value ($000) $30 Shares 240 Est. Cost $70.05 Unrealized +79.7%
VXUS Vanguard Group, Inc. Total International Stock Etf 0.0%
Value ($000) $30 Shares 427 Est. Cost $23.45 Unrealized
XLK Ssga Active Trust Technology Select Sector Spdr Etf 0.0%
Value ($000) $29 Shares 115 Est. Cost $212.96 Unrealized
HLN Haleon Plc ADR 0.0%
Value ($000) $29 Shares 2,798 Est. Cost $0.01 Unrealized
FNV Franco-Nevada Corporation Ordinary Shares 0.0%
Value ($000) $29 Shares 177 Est. Cost $140.73 Unrealized +17.4%
VXF Vanguard Group, Inc. Extended Market Index Etf 0.0%
Value ($000) $28 Shares 146 Est. Cost $177.67 Unrealized
CNP Centerpoint Energy Inc. Ordinary Shares 0.0%
Value ($000) $28 Shares 750 Est. Cost $24.02 Unrealized +52.1%
SIL Global X Funds Silver Miners Etf 0.0%
Value ($000) $27 Shares 570 Est. Cost $24.56 Unrealized
FXD First Trust Exchange-Traded Fund Iii Consumer Discretionary Alphadex 0.0%
Value ($000) $27 Shares 425 Est. Cost $0.05 Unrealized
XMLV Invesco Capital Management LLC S&p Midcap Low Volatility Etf 0.0%
Value ($000) $26 Shares 427 Est. Cost $58.55 Unrealized
HWM Howmet Aerospace Inc Ordinary Shares 0.0%
Value ($000) $26 Shares 141 Est. Cost $30.44 Unrealized +404.7%
OKTA Okta Inc Ordinary Shares - Class A 0.0%
Value ($000) $26 Shares 260 Est. Cost $86.04 Unrealized +24.1%
IONQ Ionq Inc Ordinary Shares 0.0%
Value ($000) $26 Shares 600 Est. Cost $25.08 Unrealized +33.6%
CTRA Coterra Energy Inc Ordinary Shares 0.0%
Value ($000) $25 Shares 1,003 Est. Cost $23.92 Unrealized +3.7%
PDBC Invesco Capital Management LLC Optimum Yield Diversified Commodity Strategy No K-1 Etf 0.0%
Value ($000) $25 Shares 1,946 Est. Cost $13.87 Unrealized
GLW Corning Inc. 0.0%
Value ($000) $24 Shares 456 Est. Cost $34.21 Unrealized +35.3%
ALB Albemarle Corp. Ordinary Shares 0.0%
Value ($000) $24 Shares 380 Est. Cost $162.91 Unrealized -64.2%
BR Broadridge Financial Solutions, Inc. Ordinary Shares 0.0%
Value ($000) $23 Shares 96 Est. Cost $203.44 Unrealized +15.5%
GSK Gsk Plc ADR 0.0%
Value ($000) $23 Shares 606 Est. Cost $0.04 Unrealized
SHOP Shopify Inc Ordinary Shares - Class A (Sub Voting) 0.0%
Value ($000) $23 Shares 200 Est. Cost $53.88 Unrealized +85.6%
MSTR Strategy Ordinary Shares - Class A 0.0%
Value ($000) $22 Shares 55 Est. Cost $308.45 Unrealized +18.1%
MC Moelis & Co Ordinary Shares - Class A 0.0%
Value ($000) $22 Shares 350 Est. Cost $53.17 Unrealized +2.0%
SLGN Silgan Holdings Inc. Ordinary Shares 0.0%
Value ($000) $22 Shares 400 Est. Cost $48.63 Unrealized +8.7%
OMC Omnicom Group, Inc. Ordinary Shares 0.0%
Value ($000) $22 Shares 300 Est. Cost $84.87 Unrealized -15.2%
SCHD Schwab Strategic Trust US Dividend Equity Etf 0.0%
Value ($000) $21 Shares 810 Est. Cost $34.20 Unrealized
BLK Blackrock Inc. Ordinary Shares 0.0%
Value ($000) $21 Shares 20 Est. Cost $961.85 Unrealized -3.0%
QUAL Blackrock Institutional Trust Company N.A. Ishares Msci Usa Quality Factor Etf 0.0%
Value ($000) $21 Shares 114 Est. Cost $66.76 Unrealized
IHF Blackrock Institutional Trust Company N.A. Ishares U.S. Healthcare Providers Etf 0.0%
Value ($000) $21 Shares 425 Est. Cost $58.87 Unrealized
RPM Rpm International, Inc. Ordinary Shares 0.0%
Value ($000) $20 Shares 186 Est. Cost $87.60 Unrealized +25.5%
AFL Aflac Inc. Ordinary Shares 0.0%
Value ($000) $20 Shares 193 Est. Cost $75.29 Unrealized +37.6%
CCK Crown Holdings, Inc. Ordinary Shares 0.0%
Value ($000) $20 Shares 196 Est. Cost $89.91 Unrealized +5.2%
DFAS Dimensional Etf Trust U.S. Small Cap 0.0%
Value ($000) $20 Shares 315 Est. Cost $61.23 Unrealized
SLVP Blackrock Institutional Trust Company N.A. Ishares Msci Global Silver And Metals Miners Etf 0.0%
Value ($000) $20 Shares 1,125 Est. Cost $11.54 Unrealized
XSLV Invesco Capital Management LLC S&p Smallcap Low Volatility Etf 0.0%
Value ($000) $19 Shares 426 Est. Cost $51.64 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
AUR Aurora Innovation Inc Ordinary Shares - Class A 0.0%
Value ($000) $19 Shares 3,625 Est. Cost $6.72 Unrealized -6.7%
UROY Uranium Royalty Corp Ordinary Shares 0.0%
Value ($000) $19 Shares 7,400 Est. Cost $2.03 Unrealized -0.6%
HAL Halliburton Co. Ordinary Shares 0.0%
Value ($000) $18 Shares 891 Est. Cost $22.46 Unrealized -8.5%
EBF Ennis Inc. Ordinary Shares 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $14.00 Unrealized +28.1%
ET Energy Transfer Lp Unit 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $19.59 Unrealized
ITW Illinois Tool Works, Inc. Ordinary Shares 0.0%
Value ($000) $18 Shares 73 Est. Cost $242.27 Unrealized -2.1%
VTI Vanguard Group, Inc. Total Stock Market Etf 0.0%
Value ($000) $18 Shares 58 Est. Cost $266.61 Unrealized
BKNG Booking Holdings Inc Ordinary Shares 0.0%
Value ($000) $17 Shares 3 Est. Cost $2332.00 Unrealized +118.5%
GRMN Garmin Ltd Ordinary Shares 0.0%
Value ($000) $17 Shares 83 Est. Cost $130.29 Unrealized +50.5%
KNF Knife River Corp Ordinary Shares 0.0%
Value ($000) $17 Shares 212 Est. Cost $56.89 Unrealized +60.1%
VFMO Vanguard Group, Inc. U.S. Momentum Factor Etf 0.0%
Value ($000) $17 Shares 100 Est. Cost $130.00 Unrealized
TM Toyota Motor Corp - Adr 0.0%
Value ($000) $17 Shares 100 Est. Cost $179.61 Unrealized
TSCO Tractor Supply Co. Ordinary Shares 0.0%
Value ($000) $17 Shares 320 Est. Cost $52.62 Unrealized -3.9%
SRE Sempra Ordinary Shares 0.0%
Value ($000) $17 Shares 222 Est. Cost $67.33 Unrealized +7.8%
FAST Fastenal CO CORP 0.0%
Value ($000) $17 Shares 400 Est. Cost $33.39 Unrealized +20.1%
PAAS Pan American Silver Corp Ordinary Shares 0.0%
Value ($000) $17 Shares 585 Est. Cost $25.37 Unrealized +2.0%
FSLR First Solar Inc Ordinary Shares 0.0%
Value ($000) $17 Shares 100 Est. Cost $102.83 Unrealized +43.6%
CME Cme Group Inc Ordinary Shares - Class A 0.0%
Value ($000) $17 Shares 60 Est. Cost $184.82 Unrealized +45.3%
VPL Vanguard Group, Inc. Ftse Pacific Etf 0.0%
Value ($000) $16 Shares 200 Est. Cost $77.50 Unrealized
DDOG Datadog Inc Ordinary Shares - Class A 0.0%
Value ($000) $16 Shares 122 Est. Cost $164.50 Unrealized -32.7%
USLM United States Lime & Minerals Inc. Ordinary Shares 0.0%
Value ($000) $16 Shares 160 Est. Cost $71.62 Unrealized +36.5%
PPL PPL Corp Ordinary Shares 0.0%
Value ($000) $16 Shares 462 Est. Cost $28.75 Unrealized +18.4%
Mag Silver Corp. Ordinary Shares 0.0%
Value ($000) $16 Shares 740 Est. Cost $16.22 Unrealized
VRSK Verisk Analytics Inc Ordinary Shares 0.0%
Value ($000) $16 Shares 50 Est. Cost $212.40 Unrealized +42.0%
PEBO Peoples Bancorp, Inc. (Marietta, Oh) Ordinary Shares 0.0%
Value ($000) $16 Shares 508 Est. Cost $31.54 Unrealized -7.4%
STM St Microelectronics New York Shares 0.0%
Value ($000) $16 Shares 510 Est. Cost $30.26 Unrealized
RDNW Rumbleon Inc Ordinary Shares - Class B 0.0%
Value ($000) $15 Shares 6,600 Est. Cost $3.24 Unrealized -30.8%
ITOT Blackrock Institutional Trust Company N.A. Ishares Core S&p Total U.S. Stock Market Etf 0.0%
Value ($000) $15 Shares 112 Est. Cost $125.62 Unrealized
OR OR Royalties Inc. Ordinary Shares 0.0%
Value ($000) $15 Shares 575 Est. Cost $24.09 Unrealized 0.0%
TKR Timken Co. Ordinary Shares 0.0%
Value ($000) $15 Shares 200 Est. Cost $70.09 Unrealized -3.0%
SHW Sherwin-Williams Co. Ordinary Shares 0.0%
Value ($000) $14 Shares 42 Est. Cost $225.00 Unrealized +53.1%
VFQY Vanguard Group, Inc. U.S. Quality Factor Etf 0.0%
Value ($000) $14 Shares 100 Est. Cost $120.00 Unrealized
MDU Mdu Resources Group Inc Ordinary Shares 0.0%
Value ($000) $14 Shares 850 Est. Cost $9.99 Unrealized +64.7%
WTRG Essential Utilities Inc Ordinary Shares 0.0%
Value ($000) $14 Shares 380 Est. Cost $48.56 Unrealized -19.8%
Hess Corporation Ordinary Shares 0.0%
Value ($000) $14 Shares 101 Est. Cost $74.68 Unrealized
SOUN Soundhound Ai Inc Ordinary Shares - Class A 0.0%
Value ($000) $14 Shares 1,300 Est. Cost $4.51 Unrealized +108.7%
DHR Danaher Corp. 0.0%
Value ($000) $14 Shares 70 Est. Cost $249.21 Unrealized -22.5%
HACK Amplify Etf Trust Cybersecurity 0.0%
Value ($000) $14 Shares 160 Est. Cost $0.06 Unrealized
Southstate Corporation Ordinary Shares 0.0%
Value ($000) $14 Shares 150 Est. Cost $80.00 Unrealized
EOG Eog Resources, Inc. Ordinary Shares 0.0%
Value ($000) $14 Shares 115 Est. Cost $73.31 Unrealized +52.9%
VTHR Vanguard Group, Inc. Russell 3000 Index Etf 0.0%
Value ($000) $14 Shares 50 Est. Cost $200.00 Unrealized
INGR Ingredion Inc Ordinary Shares 0.0%
Value ($000) $14 Shares 100 Est. Cost $112.60 Unrealized +19.9%
GTLB Gitlab Inc Ordinary Shares - Class A 0.0%
Value ($000) $14 Shares 300 Est. Cost $45.73 Unrealized 0.0%
TRN Trinity Industries, Inc. Ordinary Shares 0.0%
Value ($000) $14 Shares 500 Est. Cost $24.11 Unrealized +3.4%
ECG Everus Construction Group Ordinary Shares 0.0%
Value ($000) $13 Shares 212 Est. Cost $53.82 Unrealized -6.0%
TMDX Transmedics Group Inc Ordinary Shares 0.0%
Value ($000) $13 Shares 100 Est. Cost $25.07 Unrealized +338.0%
AGI Alamos Gold Inc. Ordinary Shares - Class A 0.0%
Value ($000) $13 Shares 500 Est. Cost $7.49 Unrealized +256.7%
BOKF Bok Financial Corp. Ordinary Shares 0.0%
Value ($000) $13 Shares 136 Est. Cost $92.25 Unrealized +0.1%
OLLI Ollies Bargain Outlet Holdings Inc Ordinary Shares 0.0%
Value ($000) $13 Shares 100 Est. Cost $58.59 Unrealized +95.4%
MGV Vanguard Group, Inc. Mega Cap Value Etf 0.0%
Value ($000) $13 Shares 100 Est. Cost $110.00 Unrealized
UPST Upstart Holdings Inc Ordinary Shares 0.0%
Value ($000) $13 Shares 200 Est. Cost $31.80 Unrealized +54.2%
VFMV Vanguard Group, Inc. U.S. Minimum Volatility Etf 0.0%
Value ($000) $13 Shares 100 Est. Cost $100.00 Unrealized
PNW Pinnacle West Capital Corp. Ordinary Shares 0.0%
Value ($000) $13 Shares 141 Est. Cost $55.84 Unrealized +59.9%
LEN Lennar Corp. Ordinary Shares - Class A 0.0%
Value ($000) $12 Shares 111 Est. Cost $96.09 Unrealized +11.7%
FLOT Blackrock Institutional Trust Company N.A. Ishares Floating Rate Bond Etf 0.0%
Value ($000) $12 Shares 235 Est. Cost $21.07 Unrealized
ES Eversource Energy Ordinary Shares 0.0%
Value ($000) $12 Shares 187 Est. Cost $71.82 Unrealized -16.6%
IVOG Vanguard Group, Inc. S&p Mid-Cap 400 Growth Etf 0.0%
Value ($000) $11 Shares 100 Est. Cost $95.05 Unrealized
NSC Norfolk Southern Corp. Ordinary Shares 0.0%
Value ($000) $11 Shares 44 Est. Cost $238.89 Unrealized -2.4%
TD Toronto Dominion Bank Ordinary Shares 0.0%
Value ($000) $11 Shares 153 Est. Cost $72.90 Unrealized -10.5%
GPRE Green Plains Inc Ordinary Shares 0.0%
Value ($000) $11 Shares 1,856 Est. Cost $37.18 Unrealized -88.1%
TSN Tyson Foods, Inc. Ordinary Shares - Class A 0.0%
Value ($000) $11 Shares 200 Est. Cost $65.83 Unrealized -14.7%
CE Celanese Corp Ordinary Shares - Series A 0.0%
Value ($000) $11 Shares 200 Est. Cost $95.63 Unrealized -48.0%
PANW Palo Alto Networks Inc Ordinary Shares 0.0%
Value ($000) $11 Shares 54 Est. Cost $165.81 Unrealized +12.0%
BMRN Biomarin Pharmaceutical Inc. Registered Shares 0.0%
Value ($000) $11 Shares 200 Est. Cost $82.51 Unrealized -28.6%
SOLV Solventum Corp Ordinary Shares 0.0%
Value ($000) $11 Shares 144 Est. Cost $60.70 Unrealized +16.7%
GM General Motors Company Ordinary Shares 0.0%
Value ($000) $11 Shares 219 Est. Cost $56.36 Unrealized -16.5%
LVS Las Vegas Sands Corp Ordinary Shares 0.0%
Value ($000) $11 Shares 245 Est. Cost $36.70 Unrealized +4.8%
NEM Newmont Corp Ordinary Shares 0.0%
Value ($000) $10 Shares 180 Est. Cost $33.56 Unrealized +57.6%
XLF Ssga Active Trust Financial Select Sector Spdr 0.0%
Value ($000) $10 Shares 200 Est. Cost $42.66 Unrealized
TOWN Townebank Portsmouth VA Ordinary Shares 0.0%
Value ($000) $10 Shares 300 Est. Cost $31.86 Unrealized +4.7%
CHTR Charter Communications Inc. Ordinary Shares - Class A 0.0%
Value ($000) $10 Shares 25 Est. Cost $382.78 Unrealized 0.0%
CLPT Clearpoint Neuro Inc Ordinary Shares 0.0%
Value ($000) $10 Shares 850 Est. Cost $10.41 Unrealized +20.9%
TCMD Tactile Systems Technology Inc Ordinary Shares 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $15.73 Unrealized -27.4%
TEVA Teva- Pharmaceutical Industries Ltd. ADR 0.0%
Value ($000) $10 Shares 600 Est. Cost $22.04 Unrealized
INCY Incyte Corp. Ordinary Shares 0.0%
Value ($000) $10 Shares 147 Est. Cost $67.41 Unrealized -6.0%
SCHF Schwab Strategic Trust International Equity Etf 0.0%
Value ($000) $10 Shares 450 Est. Cost $29.53 Unrealized
DLTR Dollar Tree Inc Ordinary Shares 0.0%
Value ($000) $10 Shares 100 Est. Cost $119.42 Unrealized -27.7%
CPRT Copart, Inc. Ordinary Shares 0.0%
Value ($000) $10 Shares 200 Est. Cost $38.99 Unrealized +43.5%
SLVO Ubs Ag London Branch Fr Sp Etn Redeem 21/04/2033 USD 20 0.0%
Value ($000) $10 Shares 120 Est. Cost $81.19 Unrealized
KGC Kinross Gold Corp. Ordinary Shares 0.0%
Value ($000) $9 Shares 600 Est. Cost $10.27 Unrealized +41.8%
DRI Darden Restaurants, Inc. Ordinary Shares 0.0%
Value ($000) $9 Shares 42 Est. Cost $114.33 Unrealized +78.7%
AMP Ameriprise Fincl-wi Common 0.0%
Value ($000) $9 Shares 17 Est. Cost $278.30 Unrealized +76.2%
SWK Stanley Black & Decker Inc Ordinary Shares 0.0%
Value ($000) $9 Shares 133 Est. Cost $158.57 Unrealized -60.6%
RGLD Royal Gold, Inc. Ordinary Shares 0.0%
Value ($000) $9 Shares 50 Est. Cost $100.83 Unrealized +75.6%
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
TRGP Targa Resources Corp Ordinary Shares 0.0%
Value ($000) $9 Shares 51 Est. Cost $49.03 Unrealized +237.7%
EQX Equinox Gold Corp Ordinary Shares 0.0%
Value ($000) $9 Shares 1,530 Est. Cost $7.30 Unrealized -11.1%
EA Electronic Arts, Inc. Ordinary Shares 0.0%
Value ($000) $9 Shares 54 Est. Cost $131.47 Unrealized +12.2%
TEL Te Connectivity Plc Registered Shares 0.0%
Value ($000) $9 Shares 51 Est. Cost $146.90 Unrealized +2.7%
FMC Fmc Corp. Ordinary Shares 0.0%
Value ($000) $8 Shares 197 Est. Cost $85.46 Unrealized -55.2%
DINO Hf Sinclair Corp. Ordinary Shares 0.0%
Value ($000) $8 Shares 200 Est. Cost $45.96 Unrealized -27.0%
WERN Werner Enterprises, Inc. Ordinary Shares 0.0%
Value ($000) $8 Shares 300 Est. Cost $39.69 Unrealized -31.1%
ZM Zoom Communications Inc. Ordinary Shares - Class A 0.0%
Value ($000) $8 Shares 105 Est. Cost $235.14 Unrealized -67.1%
XLI Ssga Active Trust Industrial Select Sector Spdr 0.0%
Value ($000) $8 Shares 55 Est. Cost $121.03 Unrealized
SCHG Schwab Strategic Trust U.S. Large-Cap Growth Etf 0.0%
Value ($000) $8 Shares 276 Est. Cost $35.74 Unrealized
EMR Emerson Electric Co. Ordinary Shares 0.0%
Value ($000) $8 Shares 60 Est. Cost $86.51 Unrealized +31.2%
SPHQ Invesco Capital Management LLC S&p 500 Quality Etf 0.0%
Value ($000) $8 Shares 111 Est. Cost $53.25 Unrealized
ARLP Alliance Resource Partners, Lp Unit 0.0%
Value ($000) $8 Shares 300 Est. Cost $13.33 Unrealized
LYV Live Nation Entertainment Inc Ordinary Shares 0.0%
Value ($000) $8 Shares 50 Est. Cost $114.12 Unrealized +20.6%
EBAY Ebay Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 100 Est. Cost $66.02 Unrealized +6.4%
DKNG Draftkings Inc. Ordinary Shares - Class A 0.0%
Value ($000) $7 Shares 173 Est. Cost $17.53 Unrealized +104.5%
EAT Brinker International, Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 41 Est. Cost $41.31 Unrealized +279.9%
VEEV Veeva Systems Inc Ordinary Shares - Class A 0.0%
Value ($000) $7 Shares 25 Est. Cost $290.73 Unrealized -14.7%
SHY Blackrock Institutional Trust Company N.A. Ishares 1-3 Year Treasury Bond Etf 0.0%
Value ($000) $7 Shares 86 Est. Cost $81.98 Unrealized
PB Prosperity Bancshares Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 100 Est. Cost $64.32 Unrealized +4.6%
Royce Value Trust Inc 0.0%
Value ($000) $7 Shares 464 Est. Cost $17.99 Unrealized
SMH Vaneck Etf Trust Semiconductor 0.0%
Value ($000) $7 Shares 25 Est. Cost $66.82 Unrealized
NGVT Ingevity Corp Ordinary Shares 0.0%
Value ($000) $7 Shares 160 Est. Cost $76.05 Unrealized -49.3%
QCRH Qcr Holding, Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 100 Est. Cost $54.12 Unrealized +23.2%
XLV Ssga Active Trust Health Care Select Sector Spdr 0.0%
Value ($000) $7 Shares 50 Est. Cost $145.62 Unrealized
STLD Steel Dynamics Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 52 Est. Cost $107.90 Unrealized +17.1%
CPB Campbells Co (The) Ordinary Shares 0.0%
Value ($000) $7 Shares 215 Est. Cost $36.19 Unrealized -5.2%
IHI Blackrock Institutional Trust Company N.A. Ishares U.S. Medical Devices Etf 0.0%
Value ($000) $7 Shares 105 Est. Cost $28.09 Unrealized
CC Chemours Company Ordinary Shares 0.0%
Value ($000) $7 Shares 571 Est. Cost $25.46 Unrealized -56.5%
Interpublic Group Of Cos., Inc. Ordinary Shares 0.0%
Value ($000) $6 Shares 257 Est. Cost $31.06 Unrealized -23.4%
WAB Westinghouse Air Brake Technologies Corp Ordinary Shares 0.0%
Value ($000) $6 Shares 30 Est. Cost $184.72 Unrealized +3.8%
CTAS Cintas Corporation Ordinary Shares 0.0%
Value ($000) $6 Shares 28 Est. Cost $171.84 Unrealized +24.6%
DELL Dell Technologies Inc Ordinary Shares - Class C 0.0%
Value ($000) $6 Shares 50 Est. Cost $68.27 Unrealized +48.4%
FUN Six Flags Entertainment Corp. Ordinary Shares 0.0%
Value ($000) $6 Shares 200 Est. Cost $45.74 Unrealized -26.7%
YORW York Water Co. Ordinary Shares 0.0%
Value ($000) $6 Shares 190 Est. Cost $43.40 Unrealized -24.7%
BRO Brown & Brown, Inc. Ordinary Shares 0.0%
Value ($000) $6 Shares 54 Est. Cost $62.56 Unrealized +78.8%
TTC Toro Co. Ordinary Shares 0.0%
Value ($000) $6 Shares 83 Est. Cost $99.58 Unrealized -28.8%
HALO Halozyme Therapeutics Inc. Ordinary Shares 0.0%
Value ($000) $6 Shares 110 Est. Cost $37.33 Unrealized +52.4%
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
DG Dollar General Corp. Ordinary Shares 0.0%
Value ($000) $6 Shares 49 Est. Cost $174.35 Unrealized -43.7%
NXPI Nxp Semiconductors NV Ordinary Shares 0.0%
Value ($000) $5 Shares 25 Est. Cost $196.64 Unrealized -2.0%
NXT Nextracker Inc Ordinary Shares - Class A 0.0%
Value ($000) $5 Shares 100 Est. Cost $53.20 Unrealized -5.7%
BSX Boston Scientific Corp. 0.0%
Value ($000) $5 Shares 50 Est. Cost $42.02 Unrealized +140.8%
ATLO Ames National Cdt-com 0.0%
Value ($000) $5 Shares 300 Est. Cost $19.85 Unrealized -14.7%
ICE Intercontinental Exchange Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 29 Est. Cost $104.69 Unrealized +62.8%
EXAS Exact Sciences Corp. Ordinary Shares 0.0%
Value ($000) $5 Shares 100 Est. Cost $86.74 Unrealized -41.4%
DVYE Blackrock Institutional Trust Company N.A. Ishares Emerging Markets Dividend Etf 0.0%
Value ($000) $5 Shares 185 Est. Cost $27.18 Unrealized
IVOO Vanguard Group, Inc. S&p Mid-Cap 400 Etf 0.0%
Value ($000) $5 Shares 50 Est. Cost $75.04 Unrealized
STWD Starwood Property Trust Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 260 Est. Cost $20.07 Unrealized
GWW W.W. Grainger Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 5 Est. Cost $673.02 Unrealized +53.5%
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
SYK Stryker Corp. Ordinary Shares 0.0%
Value ($000) $5 Shares 13 Est. Cost $281.34 Unrealized +32.1%
AOSL Alpha & Omega Semiconductor Ltd Ordinary Shares 0.0%
Value ($000) $5 Shares 200 Est. Cost $43.30 Unrealized -49.8%
Allete, Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 80 Est. Cost $62.35 Unrealized
XLE Ssga Active Trust The Energy Select Sector Spdr Fund 0.0%
Value ($000) $5 Shares 60 Est. Cost $68.90 Unrealized
VIOO Vanguard Group, Inc. S&p Small-Cap 600 Etf 0.0%
Value ($000) $5 Shares 50 Est. Cost $85.05 Unrealized
ABNB Airbnb Inc Ordinary Shares - Class A 0.0%
Value ($000) $5 Shares 38 Est. Cost $174.17 Unrealized -27.3%
CIM Chimera Investment Corp Ordinary Shares 0.0%
Value ($000) $5 Shares 360 Est. Cost $12.83 Unrealized
Nuveen Select Tax Free Income Portfolio 0.0%
Value ($000) $5 Shares 354 Est. Cost $15.15 Unrealized
DKS Dicks Sporting Goods, Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 25 Est. Cost $108.85 Unrealized +67.5%
Foot Locker Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.84 Unrealized
HE Hawaiian Electric Industries, Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 456 Est. Cost $40.58 Unrealized -74.3%
TAP Molson Coors Beverage Company Ordinary Shares - Class B 0.0%
Value ($000) $5 Shares 100 Est. Cost $40.32 Unrealized +33.0%
BEN Franklin Resources, Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 200 Est. Cost $26.58 Unrealized -25.5%
TMUS T-Mobile US Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 20 Est. Cost $113.68 Unrealized +112.4%
RGTI Rigetti Computing Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 400 Est. Cost $11.09 Unrealized -4.9%
PFFA Etfis Series Trust I Virtus Infracap U.S. Preferred Stock Etf 0.0%
Value ($000) $5 Shares 225 Est. Cost $21.21 Unrealized
UBER Uber Technologies Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 50 Est. Cost $71.20 Unrealized +15.6%
LIT Global X Funds Lithium & Battery Tech Etf 0.0%
Value ($000) $5 Shares 120 Est. Cost $83.33 Unrealized
OMF Onemain Holdings Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 80 Est. Cost $49.87 Unrealized 0.0%
SOFI Sofi Technologies Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 250 Est. Cost $14.08 Unrealized -6.4%
MRTN Marten Transport, Ltd. Ordinary Shares 0.0%
Value ($000) $5 Shares 350 Est. Cost $14.61 Unrealized -11.1%
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
IUSG Blackrock Institutional Trust Company N.A. Ishares Core S&p U.S.Growth Etf 0.0%
Value ($000) $5 Shares 30 Est. Cost $100.00 Unrealized
PAMT Pamt Corp. Ordinary Shares 0.0%
Value ($000) $5 Shares 350 Est. Cost $14.42 Unrealized -6.8%
CMS CMS Energy Corporation Ordinary Shares 0.0%
Value ($000) $5 Shares 65 Est. Cost $54.05 Unrealized +29.4%
JBL Jabil,Inc. 0.0%
Value ($000) $4 Shares 20 Est. Cost $120.79 Unrealized +34.1%
SNDR Schneider National Inc Ordinary Shares - Class B 0.0%
Value ($000) $4 Shares 180 Est. Cost $27.09 Unrealized -14.3%
FCX Freeport-McMoRan Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 100 Est. Cost $43.55 Unrealized -13.4%
HTLD Heartland Express, Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 500 Est. Cost $10.59 Unrealized -19.0%
JBHT J.B. Hunt Transport Services, Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 30 Est. Cost $162.98 Unrealized -15.7%
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
LIN Linde Plc. Ordinary Shares 0.0%
Value ($000) $4 Shares 9 Est. Cost $352.90 Unrealized +28.2%
LSTR Landstar System, Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 30 Est. Cost $150.20 Unrealized
WU Western Union Company Ordinary Shares 0.0%
Value ($000) $4 Shares 495 Est. Cost $11.66 Unrealized
MRNA Moderna Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 150 Est. Cost $101.11 Unrealized -74.0%
WH Wyndham Hotels & Resorts Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 50 Est. Cost $83.56 Unrealized +0.2%
AESI Atlas Energy Solutions Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 300 Est. Cost $13.25 Unrealized 0.0%
ATO Atmos Energy Corp. Ordinary Shares 0.0%
Value ($000) $4 Shares 26 Est. Cost $108.41 Unrealized +41.2%
KNX Knight-Swift Transportation Holdings Inc Ordinary Shares - Class A 0.0%
Value ($000) $4 Shares 90 Est. Cost $50.81 Unrealized -17.2%
HIG Hartford Insurance Group Inc.(The) Ordinary Shares 0.0%
Value ($000) $4 Shares 31 Est. Cost $107.07 Unrealized +14.8%
PENN Penn Entertainment Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 220 Est. Cost $60.63 Unrealized -74.1%
ABR Arbor Realty Trust Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 365 Est. Cost $11.75 Unrealized
AFRM Affirm Holdings Inc Ordinary Shares - Class A 0.0%
Value ($000) $4 Shares 55 Est. Cost $98.66 Unrealized -47.4%
SCHA Schwab Strategic Trust U.S. Small-Cap Etf 0.0%
Value ($000) $4 Shares 150 Est. Cost $45.98 Unrealized
DJT Trump Media & Technology Group Corp. Ordinary Shares 0.0%
Value ($000) $4 Shares 210 Est. Cost $14.84 Unrealized +46.5%
ONB Old National Bancorp Ordinary Shares 0.0%
Value ($000) $4 Shares 174 Est. Cost $16.62 Unrealized +24.5%
IWR Blackrock Institutional Trust Company N.A. Ishares Russell Mid-Cap Etf 0.0%
Value ($000) $4 Shares 40 Est. Cost $91.97 Unrealized
EMN Eastman Chem Co 0.0%
Value ($000) $4 Shares 49 Est. Cost $95.16 Unrealized -20.2%
Calamos Strategic Total Return Fund 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
MOS Mosaic Company Ordinary Shares 0.0%
Value ($000) $4 Shares 100 Est. Cost $35.44 Unrealized -11.4%
VCLT Vanguard Group, Inc. Long-Term Corporate Bond Etf 0.0%
Value ($000) $4 Shares 48 Est. Cost $74.77 Unrealized
SA Seabridge Gold, Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 250 Est. Cost $17.89 Unrealized -29.0%
XYL Xylem Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 28 Est. Cost $102.49 Unrealized +17.3%
LAZ Lazard Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 75 Est. Cost $38.95 Unrealized +7.4%
DOC Healthpeak Properties Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 205 Est. Cost $27.38 Unrealized -37.9%
DNLI Denali Therapeutics Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 250 Est. Cost $47.38 Unrealized -70.3%
VGIT Vanguard Group, Inc. Intermediate-Term Treasury Etf 0.0%
Value ($000) $3 Shares 58 Est. Cost $58.22 Unrealized
AMPH Amphastar Pharmaceuticals Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 150 Est. Cost $51.65 Unrealized -52.0%
BCE Bce Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 155 Est. Cost $38.02 Unrealized -44.6%
CDW Cdw Corp Ordinary Shares 0.0%
Value ($000) $3 Shares 18 Est. Cost $180.53 Unrealized -6.9%
FDS Factset Research Systems Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 7 Est. Cost $392.63 Unrealized +10.6%
HPQ Hp Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 128 Est. Cost $28.19 Unrealized -12.4%
AEE Ameren Corp 0.0%
Value ($000) $3 Shares 32 Est. Cost $73.06 Unrealized +30.2%
JKHY Jack Henry & Associates, Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 17 Est. Cost $150.31 Unrealized +17.1%
SLVM Sylvamo Corp Ordinary Shares 0.0%
Value ($000) $3 Shares 60 Est. Cost $63.83 Unrealized -14.3%
CPNG Coupang Inc Ordinary Shares - Class A 0.0%
Value ($000) $3 Shares 100 Est. Cost $28.16 Unrealized -9.0%
CBSH Commerce Bancshares, Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 48 Est. Cost $42.79 Unrealized +35.4%
GEN Gen Digital Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 100 Est. Cost $23.20 Unrealized +16.5%
NJR New Jersey Resources Corporation Ordinary Shares 0.0%
Value ($000) $3 Shares 64 Est. Cost $45.41 Unrealized +0.3%
EU Encore Energy Corp Ordinary Shares 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $1.80 Unrealized 0.0%
KD Kyndryl Holdings Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 68 Est. Cost $29.11 Unrealized +24.2%
MXL Maxlinear Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 200 Est. Cost $64.03 Unrealized -82.0%
APD Air Products & Chemicals Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 10 Est. Cost $264.00 Unrealized +1.6%
FRT Federal Realty Investment Trust. Ordinary Shares 0.0%
Value ($000) $3 Shares 29 Est. Cost $83.53 Unrealized +9.3%
ALGN Align Technology, Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 14 Est. Cost $526.42 Unrealized -66.4%
OGN Organon & Co. Ordinary Shares 0.0%
Value ($000) $3 Shares 261 Est. Cost $15.75 Unrealized -34.9%
PII Polaris Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 62 Est. Cost $117.80 Unrealized -68.0%
PRKS United Parks & Resorts Inc. Ordinary Shares 0.0%
Value ($000) $2 Shares 50 Est. Cost $62.91 Unrealized -29.0%
KRO Kronos Worldwide, Inc. Ordinary Shares 0.0%
Value ($000) $2 Shares 375 Est. Cost $11.10 Unrealized -39.8%
VLTO Veralto Corp Ordinary Shares 0.0%
Value ($000) $2 Shares 23 Est. Cost $73.75 Unrealized +30.4%
SIRI Sirius Xm Holdings Inc. Ordinary Shares 0.0%
Value ($000) $2 Shares 100 Est. Cost $31.06 Unrealized -30.7%
WDC Western Digital Corp. Ordinary Shares 0.0%
Value ($000) $2 Shares 35 Est. Cost $43.29 Unrealized +9.6%
JCI Johnson Controls International Plc Registered Shares 0.0%
Value ($000) $2 Shares 21 Est. Cost $69.63 Unrealized +31.8%
CHWY Chewy Inc Ordinary Shares - Class A 0.0%
Value ($000) $2 Shares 50 Est. Cost $19.72 Unrealized +102.0%
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 -22.7%
Jayud Global Logistics Ltd Ordinary Shares - Class A 0.0%
Value ($000) $2 Shares 10,000 Est. Cost $7.69 Unrealized
EXK Endeavour Silver Corp. Ordinary Shares 0.0%
Value ($000) $2 Shares 400 Est. Cost $4.70 Unrealized -16.1%
SJM J.M. Smucker Co. Ordinary Shares 0.0%
Value ($000) $2 Shares 20 Est. Cost $117.13 Unrealized -8.5%
GME Gamestop Corporation Ordinary Shares - Class A 0.0%
Value ($000) $2 Shares 80 Est. Cost $35.85 Unrealized -25.2%
TME Tencent Music Entertainment Group ADR 0.0%
Value ($000) $2 Shares 100 Est. Cost $10.00 Unrealized
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 -50.8%
FUBO Fubotv Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 500 Est. Cost $3.63 Unrealized -14.0%
GFS Globalfoundries Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 50 Est. Cost $53.84 Unrealized -32.7%
TEM Tempus Ai Inc. Ordinary Shares - Class A 0.0%
Value ($000) $2 Shares 30 Est. Cost $53.98 Unrealized +6.2%
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 -2.2%
ROKU Roku Inc Ordinary Shares - Class A 0.0%
Value ($000) $2 Shares 20 Est. Cost $269.73 Unrealized -74.1%
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 +63.4%
BUD Anheuser-Busch Inbev Sa/nv ADR 0.0%
Value ($000) $2 Shares 25 Est. Cost $61.54 Unrealized
SE Sea Ltd ADR 0.0%
Value ($000) $2 Shares 10 Est. Cost $0.10 Unrealized
MRP Millrose Properties Inc. Ordinary Shares- Class A 0.0%
Value ($000) $2 Shares 55 Est. Cost $26.51 Unrealized
SGDM Sprott Funds Trust. Gold Miners Etf 0.0%
Value ($000) $1 Shares 33 Est. Cost $37.94 Unrealized
ARKW Ark Investment Management LLC Next Generation Internet Etf 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 -62.3%
RIVN Rivian Automotive Inc Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.45 Unrealized +29.8%
NIO Nio Inc ADR 0.0%
Value ($000) $1 Shares 400 Est. Cost $28.80 Unrealized
ACWX Blackrock Institutional Trust Company N.A. Ishares Msci Acwi Ex US Etf 0.0%
Value ($000) $1 Shares 22 Est. Cost $54.55 Unrealized
Senseonics Holdings Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 2,775 Est. Cost $1.13 Unrealized
SON Sonoco Products Co. Ordinary Shares 0.0%
Value ($000) $1 Shares 30 Est. Cost $45.27 Unrealized -4.1%
TFX Teleflex Incorporated Ordinary Shares 0.0%
Value ($000) $1 Shares 11 Est. Cost $330.52 Unrealized -62.1%
KHC Kraft Heinz Co Ordinary Shares 0.0%
Value ($000) $1 Shares 48 Est. Cost $29.49 Unrealized -9.6%
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
ENPH Enphase Energy Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 29 Est. Cost $208.64 Unrealized -77.9%
RGR Sturm, Ruger & Co., Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 32 Est. Cost $72.65 Unrealized -48.8%
SERV Serve Robotics Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.82 Unrealized -25.6%
TWO Two Harbors Investment Corp 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 -15.4%
RHI Robert Half Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 25 Est. Cost $45.55 Unrealized 0.0%
TROW T. Rowe Price Group Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 10 Est. Cost $94.62 Unrealized -6.3%
HOG Harley-davidson Common 0.0%
Value ($000) $1 Shares 40 Est. Cost $37.32 Unrealized -36.4%
Sandstorm Gold Ltd Ordinary Shares 0.0%
Value ($000) $1 Shares 100 Est. Cost $0.01 Unrealized
Hanesbrands Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 200 Est. Cost $10.89 Unrealized
CMBT CMB Tech NV 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.77 Unrealized +58.2%
AA Alcoa Corp Ordinary Shares 0.0%
Value ($000) $1 Shares 29 Est. Cost $47.93 Unrealized -44.1%
AG First Majestic Silver Corporation Ordinary Shares 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.92 Unrealized -43.6%
IVR Invesco Mortgage Capital Inc 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
CLF Cleveland-Cliffs Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 100 Est. Cost $15.61 Unrealized -52.4%
BHC Bausch Health Companies Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 100 Est. Cost $22.51 Unrealized -77.2%
SROI Calamos Etf Trust Antetokounmpo Global Sustainable Equities 0.0%
Value ($000) $1 Shares 20 Est. Cost $0.05 Unrealized
WGO Winnebago Industries, Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 18 Est. Cost $69.87 Unrealized -53.1%
NOK Nokia Corp. 0.0%
Value ($000) $1 Shares 100 Est. Cost $3.78 Unrealized
SNDK Sandisk Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 11 Est. Cost $49.67 Unrealized -23.0%
CRSP Crispr Therapeutics Ag Ordinary Shares 0.0%
Value ($000) $0 Shares 10 Est. Cost $55.02 Unrealized -29.7%
AIG American International Group Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 5 Est. Cost $73.69 Unrealized +11.3%
KFRC Kforce Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 10 Est. Cost $71.78 Unrealized -41.6%
OBE Obsidian Energy Ltd Ordinary Shares 0.0%
Value ($000) $0 Shares 62 Est. Cost $6.51 Unrealized -23.9%
CMP Compass Minerals International Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 15 Est. Cost $12.90 Unrealized +25.3%
LAZRQ Luminar Technologies Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 99 Est. Cost $6.05 Unrealized -37.1%
MAR Marriott International, Inc. Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 1 Est. Cost $236.12 Unrealized +5.5%
DHI D.R. Horton Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $173.17 Unrealized -29.4%
AROW Arrow Financial Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 9 Est. Cost $22.26 Unrealized +10.6%
NLY Annaly Capital Management Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 12 Est. Cost $19.08 Unrealized
SNAP Snap Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 26 Est. Cost $14.35 Unrealized -42.1%
OKLO Oklo Inc. Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 4 Est. Cost $38.57 Unrealized 0.0%
AVNS Avanos Medical Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 18 Est. Cost $19.48 Unrealized -35.4%
Chargepoint Holdings Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 310 Est. Cost $16.13 Unrealized
JAZZ Jazz Pharmaceuticals Plc Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $109.94 Unrealized -1.2%
HELP Cybin Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 25 Est. Cost $8.66 Unrealized -16.0%
LXU Lsb Industries, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 26 Est. Cost $8.74 Unrealized -21.6%
ESPR Esperion Therapeutics Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 200 Est. Cost $1.30 Unrealized -22.8%
CRON Cronos Group Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.25 Unrealized -15.8%
DHC Diversified Healthcare Trust Ordinary Shares 0.0%
Value ($000) $0 Shares 50 Est. Cost $3.06 Unrealized
HPE Hewlett Packard Enterprise Co Ordinary Shares 0.0%
Value ($000) $0 Shares 8 Est. Cost $17.62 Unrealized -6.5%
WRAP Wrap Technologies Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 100 Est. Cost $1.74 Unrealized -13.3%
CVM Cel-Sci Corp. Ordinary Shares 0.0%
Value ($000) $0 Shares 67 Est. Cost $5.23 Unrealized 0.0%
IQ Iqiyi, Inc 0.0%
Value ($000) $0 Shares 85 Est. Cost $5.13 Unrealized
HAS Hasbro, Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $55.63 Unrealized +10.7%
WDS Woodside Energy Group Ltd ADR 0.0%
Value ($000) $0 Shares 9 Est. Cost $18.78 Unrealized
KSS Kohls Corp. 0.0%
Value ($000) $0 Shares 16 Est. Cost $17.82 Unrealized -56.9%
SONY Sony Group Corporation ADR 0.0%
Value ($000) $0 Shares 5 Est. Cost $33.96 Unrealized
RIG Transocean Ltd Ordinary Shares 0.0%
Value ($000) $0 Shares 50 Est. Cost $3.53 Unrealized -27.1%
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 -41.2%
RIOT Riot Platforms Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $10.09 Unrealized -15.8%
REZI Resideo Technologies Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $20.69 Unrealized -7.8%
UAVS Ageagle Aerial Systems Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 20 Est. Cost $1.99 Unrealized -47.4%
CGC Canopy Growth Corporation Ordinary Shares 0.0%
Value ($000) $0 Shares 11 Est. Cost $8.60 Unrealized -84.5%