Summit Trail Advisors, LLC Diversified Active

CIK: 0001698478 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 13, 2024

Total Value ($000): $3,804,483 (100.0% shares, 0.0% debt)

Holdings (616)

USFR Wisdomtree Floating Rate Treasury ETF (USFR) 26.8%
Value ($000) $1,020,812 Shares 20,290,437 Est. Cost $50.30 Unrealized
VOO Vanguard Index FDS S&P 500 ETF (VOO) 11.7%
Value ($000) $444,330 Shares 885,299 Est. Cost $380.83 Unrealized
VGIT Vanguard Intermediate-Term Treasury ETF (VGIT) 4.5%
Value ($000) $170,735 Shares 2,932,084 Est. Cost $58.60 Unrealized
AGG iShares Core U S Aggregate BD ETF (AGG) 4.4%
Value ($000) $168,801 Shares 1,738,964 Est. Cost $98.36 Unrealized
RSP Invesco S&P 500 Equal Weight ETF (RSP) 2.9%
Value ($000) $109,892 Shares 668,933 Est. Cost $151.09 Unrealized
AVGO Broadcom Inc 2.8%
Value ($000) $106,033 Shares 66,042 Est. Cost $24.64 Unrealized +458.7%
VWO Vanguard FTSE Emerging Markets ETF (VWO) 1.8%
Value ($000) $70,230 Shares 1,604,893 Est. Cost $43.16 Unrealized
AON Aon PLC Com Usd0.01 1.7%
Value ($000) $66,094 Shares 225,131 Est. Cost $292.41 Unrealized +0.0%
PPA Invesco ETF Aerospace & Defense ETF (PPA) 1.6%
Value ($000) $60,603 Shares 589,985 Est. Cost $76.46 Unrealized
AAPL Apple Inc Com 1.6%
Value ($000) $60,485 Shares 287,178 Est. Cost $147.70 Unrealized +25.3%
XLV Health Care Select SPDR (XLV) 1.5%
Value ($000) $57,072 Shares 391,575 Est. Cost $129.19 Unrealized
MSFT Microsoft Corp Com 1.4%
Value ($000) $52,095 Shares 116,557 Est. Cost $324.96 Unrealized +28.4%
VEA Vanguard FTSE Developed Markets ETF (VEA) 1.3%
Value ($000) $50,928 Shares 1,030,508 Est. Cost $45.36 Unrealized
IWF iShares TR Russell 1000 Growth Index FD (IWF) 1.3%
Value ($000) $49,700 Shares 136,347 Est. Cost $301.29 Unrealized
QUAL iShares MSCI USA Quality Factor ETF (QUAL) 1.3%
Value ($000) $49,145 Shares 287,799 Est. Cost $168.78 Unrealized
EXPD Expeditors Intl Wash Inc 1.2%
Value ($000) $46,259 Shares 370,692 Est. Cost $67.94 Unrealized +71.5%
SPY SPDR S&P 500 ETF (SPY) 1.1%
Value ($000) $40,128 Shares 73,497 Est. Cost $344.08 Unrealized
GOOG Alphabet Inc Cap STK CL C 1.0%
Value ($000) $36,181 Shares 197,257 Est. Cost $113.35 Unrealized +49.0%
VTI Vanguard Index FDS Vanguard Total STK MKT ETF (VTI) 0.8%
Value ($000) $30,435 Shares 113,368 Est. Cost $219.15 Unrealized
CRWD Crowdstrike HLDGS 0.7%
Value ($000) $27,447 Shares 71,627 Est. Cost $192.10 Unrealized +73.1%
BND Vanguard Total Bond Market ETF (BND) 0.7%
Value ($000) $27,259 Shares 378,331 Est. Cost $73.41 Unrealized
GOOGL Alphabet Inc Cap STK 0.7%
Value ($000) $26,852 Shares 147,414 Est. Cost $114.70 Unrealized +45.9%
KCCA KraneShares California Carbon Allowance (KCCA) 0.6%
Value ($000) $23,549 Shares 1,050,822 Est. Cost $24.93 Unrealized
EFA iShares MSCI EAFE ETF (EFA) 0.6%
Value ($000) $22,035 Shares 281,306 Est. Cost $70.05 Unrealized
AMZN Amazon Com Inc 0.6%
Value ($000) $21,378 Shares 110,625 Est. Cost $129.20 Unrealized +42.2%
NVDA Nvidia Corp Com 0.6%
Value ($000) $21,119 Shares 170,946 Est. Cost $92.73 Unrealized +9.0%
APO Apollo Global Management Inc CMN 0.5%
Value ($000) $19,237 Shares 162,930 Est. Cost $50.83 Unrealized +118.1%
AR Antero Res Corp Com 0.5%
Value ($000) $18,939 Shares 580,404 Est. Cost $23.69 Unrealized +38.1%
DDOG Datadog Inc CL A 0.5%
Value ($000) $17,957 Shares 138,462 Est. Cost $131.04 Unrealized -7.7%
SPTL SPDR Long Term Treasury ETF (SPTL) 0.4%
Value ($000) $16,496 Shares 606,021 Est. Cost $29.19 Unrealized
CAT Caterpillar Inc Com 0.4%
Value ($000) $16,385 Shares 49,191 Est. Cost $321.00 Unrealized +5.5%
COIN Coinbase Global Inc 0.4%
Value ($000) $15,656 Shares 70,450 Est. Cost $90.42 Unrealized +154.5%
BILL Bill.Com Holdings, Inc. CMN 0.4%
Value ($000) $14,782 Shares 280,927 Est. Cost $71.29 Unrealized -20.6%
JPM JP Morgan Chase & Co Com 0.4%
Value ($000) $14,713 Shares 72,744 Est. Cost $156.38 Unrealized +21.0%
TNET Trinet Group Inc Com 0.4%
Value ($000) $13,796 Shares 137,963 Est. Cost $82.57 Unrealized +31.7%
BRK/B Berkshire Hathaway Inc Del CL B New 0.4%
Value ($000) $13,751 Shares 33,803 Est. Cost $318.59 Unrealized +28.3%
MNDY Monday.Com 0.3%
Value ($000) $12,874 Shares 53,472 Est. Cost $193.41 Unrealized +9.1%
IWM iShares TR Russell 2000 Index ETF (IWM) 0.3%
Value ($000) $12,864 Shares 63,402 Est. Cost $165.72 Unrealized
EFV iShares TR MSCI EAFE Value ETF 0.3%
Value ($000) $12,636 Shares 238,243 Est. Cost $45.96 Unrealized
PLTR Palantir Technologies In Class A 0.3%
Value ($000) $10,759 Shares 424,771 Est. Cost $19.23 Unrealized +17.1%
KRBN KraneShares Global Carbon ETF (KRBN) 0.3%
Value ($000) $10,624 Shares 326,497 Est. Cost $33.46 Unrealized
CRM Salesforce.Com Inc Com Stock 0.3%
Value ($000) $10,167 Shares 39,545 Est. Cost $260.88 Unrealized +1.5%
META Facebook Inc CL A 0.3%
Value ($000) $9,925 Shares 19,683 Est. Cost $303.19 Unrealized +59.4%
IJR iShares Core S&P Small Cap 0.3%
Value ($000) $9,871 Shares 92,549 Est. Cost $103.05 Unrealized
VT Vanguard Intl Equity Index FDS Total World Stk Index (VT) 0.3%
Value ($000) $9,769 Shares 86,736 Est. Cost $93.09 Unrealized
LMT Lockheed Martin Corp Com 0.3%
Value ($000) $9,613 Shares 20,580 Est. Cost $426.74 Unrealized +3.5%
WCLD Wisdomtree Cloud Computing ETF IV 0.2%
Value ($000) $8,135 Shares 257,508 Est. Cost $34.82 Unrealized
QQQ Invesco QQQ TR Unit Ser 1 0.2%
Value ($000) $7,977 Shares 16,623 Est. Cost $390.76 Unrealized
DLO Dlocal Limited 0.2%
Value ($000) $7,611 Shares 940,820 Est. Cost $24.41 Unrealized -54.1%
HIMS Hims & Hers Health Inc Com CL A 0.2%
Value ($000) $7,371 Shares 365,063 Est. Cost $12.00 Unrealized +38.7%
IVV iShares Core S&P 500 0.2%
Value ($000) $7,061 Shares 12,903 Est. Cost $293.96 Unrealized
JNJ Johnson & Johnson Com 0.2%
Value ($000) $6,712 Shares 45,920 Est. Cost $147.79 Unrealized -4.3%
EEM iShares TR MSCI Emerging MKTS Index FD (EEM) 0.2%
Value ($000) $6,659 Shares 156,340 Est. Cost $39.86 Unrealized
CVX Chevron Corp New Com 0.2%
Value ($000) $6,628 Shares 42,370 Est. Cost $137.98 Unrealized +7.5%
MA Mastercard Inc CL A Com 0.2%
Value ($000) $6,595 Shares 14,949 Est. Cost $373.07 Unrealized +21.1%
IAU iShares Gold ETF (IAU) 0.2%
Value ($000) $6,344 Shares 144,407 Est. Cost $36.44 Unrealized
LLY Eli Lilly & Co Com 0.2%
Value ($000) $6,185 Shares 6,831 Est. Cost $392.66 Unrealized +101.4%
UNH Unitedhealth Group Inc Com 0.2%
Value ($000) $6,115 Shares 12,008 Est. Cost $460.27 Unrealized +2.8%
HD Home Depot Inc Com 0.2%
Value ($000) $6,003 Shares 17,438 Est. Cost $304.49 Unrealized +7.6%
SCHW Charles Schwab Corp 0.2%
Value ($000) $5,709 Shares 77,473 Est. Cost $70.02 Unrealized +3.3%
VV Vanguard Index FDS (vanguard Large Cap Vipers Formerly Vanguard) 0.1%
Value ($000) $5,518 Shares 22,029 Est. Cost $221.94 Unrealized
BAC Bank Amer Corp Com 0.1%
Value ($000) $5,487 Shares 137,956 Est. Cost $34.04 Unrealized +8.2%
COST Costco Wholesale Corp New Com 0.1%
Value ($000) $5,410 Shares 6,365 Est. Cost $497.14 Unrealized +55.7%
IWB iShares TR Russell 1000 ETF (IWB) 0.1%
Value ($000) $5,397 Shares 18,138 Est. Cost $240.28 Unrealized
SNOW Snowflake Inc CL A 0.1%
Value ($000) $5,311 Shares 39,311 Est. Cost $244.06 Unrealized -39.5%
V Visa Inc Com CL A 0.1%
Value ($000) $4,996 Shares 19,035 Est. Cost $219.41 Unrealized +23.4%
PM Philip Morris Intl Inc Com 0.1%
Value ($000) $4,934 Shares 48,077 Est. Cost $89.61 Unrealized +1.9%
PATH Uipath Inc CL A 0.1%
Value ($000) $4,886 Shares 385,328 Est. Cost $18.31 Unrealized -5.6%
CORZ Core Scientific Inc 0.1%
Value ($000) $4,813 Shares 694,079 Est. Cost $5.11 Unrealized 0.0%
IWV iShares TR Russell 3000 ETF 0.1%
Value ($000) $4,649 Shares 15,063 Est. Cost $255.53 Unrealized
MO Altria Group Inc Com 0.1%
Value ($000) $4,647 Shares 99,901 Est. Cost $37.62 Unrealized +4.0%
VGSH Vanguard Short-Term Treasury ETF (VGSH) 0.1%
Value ($000) $4,603 Shares 79,377 Est. Cost $58.34 Unrealized
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $4,595 Shares 25,046 Est. Cost $167.39 Unrealized
XOM Exxon Mobil Corp Com 0.1%
Value ($000) $4,583 Shares 39,810 Est. Cost $88.79 Unrealized +24.0%
WFC Wells Fargo & Co New Com 0.1%
Value ($000) $4,442 Shares 74,786 Est. Cost $45.03 Unrealized +26.3%
UBER Uber Technologies Inc 0.1%
Value ($000) $4,392 Shares 60,430 Est. Cost $33.71 Unrealized +106.2%
BRK/A Berkshire Hathaway Inc-Del 0.1%
Value ($000) $4,286 Shares 7 Est. Cost $538420.20 Unrealized +14.5%
VGT Vanguard Information Technology ETF 0.1%
Value ($000) $4,206 Shares 7,285 Est. Cost $357.33 Unrealized
DASH Doordash Inc CL A 0.1%
Value ($000) $4,148 Shares 38,130 Est. Cost $152.09 Unrealized -20.8%
TSLA Tesla MTRS Inc Com 0.1%
Value ($000) $4,083 Shares 20,634 Est. Cost $244.63 Unrealized -28.6%
MRK Merck & Co Inc New Com 0.1%
Value ($000) $4,075 Shares 32,711 Est. Cost $91.24 Unrealized +33.4%
XLP Consumer Staples Select Sector SPDR ETF (XLP) 0.1%
Value ($000) $3,968 Shares 51,816 Est. Cost $70.54 Unrealized
SCHP Schwab Strategic TR US TIPS ETF (SCHP) 0.1%
Value ($000) $3,941 Shares 75,771 Est. Cost $52.38 Unrealized
OKTA Okta Inc CL A 0.1%
Value ($000) $3,900 Shares 41,659 Est. Cost $118.97 Unrealized -20.4%
PFE Pfizer Inc Com 0.1%
Value ($000) $3,798 Shares 135,741 Est. Cost $28.01 Unrealized -11.6%
BKNG Booking Holdings Inc CMN 0.1%
Value ($000) $3,749 Shares 946 Est. Cost $2981.45 Unrealized +22.6%
JD JD Com Inc Spons ADR Repstg Com CL A 0.1%
Value ($000) $3,738 Shares 144,660 Est. Cost $30.21 Unrealized
IEFA iShares TR Core MSCI EAFE ETF 0.1%
Value ($000) $3,698 Shares 50,909 Est. Cost $70.34 Unrealized
ADBE Adobe SYS Inc Com 0.1%
Value ($000) $3,675 Shares 6,615 Est. Cost $449.73 Unrealized +7.7%
VZ Verizon Communications Com 0.1%
Value ($000) $3,642 Shares 88,321 Est. Cost $35.42 Unrealized +3.0%
IWY iShares Russell Top 200 Growth ETF 0.1%
Value ($000) $3,604 Shares 16,799 Est. Cost $161.08 Unrealized
CSCO Cisco Systems Inc 0.1%
Value ($000) $3,583 Shares 75,424 Est. Cost $45.78 Unrealized -1.1%
RAMP Liveramp Holdings Inc CMN 0.1%
Value ($000) $3,572 Shares 115,461 Est. Cost $41.77 Unrealized -23.1%
ABBV Abbvie Inc Com 0.1%
Value ($000) $3,526 Shares 20,558 Est. Cost $132.64 Unrealized +18.5%
EEMA iShares MSCI Emg Mrkts Asia ETF (EEMA) 0.1%
Value ($000) $3,431 Shares 47,333 Est. Cost $71.57 Unrealized
MDLZ Mondelez Intl Inc CL A 0.1%
Value ($000) $3,419 Shares 51,910 Est. Cost $65.91 Unrealized -1.1%
ITOT iShares Core S&P Total U.S. Stock Market ETF (ITOT) 0.1%
Value ($000) $3,278 Shares 27,595 Est. Cost $80.75 Unrealized
AMD Advanced Micro 0.1%
Value ($000) $3,257 Shares 20,079 Est. Cost $124.53 Unrealized +29.2%
ABNB Airbnb Inc CL A 0.1%
Value ($000) $3,232 Shares 21,312 Est. Cost $147.89 Unrealized +3.3%
IGV iShares N American Tech Soft (IGV) 0.1%
Value ($000) $3,200 Shares 36,822 Est. Cost $136.37 Unrealized
DVA Davita Healthcare Partners Inc 0.1%
Value ($000) $3,189 Shares 23,015 Est. Cost $85.25 Unrealized +61.7%
Hashicorp Inc 0.1%
Value ($000) $3,150 Shares 93,508 Est. Cost $27.71 Unrealized
T AT&T Inc Com 0.1%
Value ($000) $3,128 Shares 163,703 Est. Cost $15.54 Unrealized +4.0%
EPI WisdomTree India Earnings Fund (EPI) 0.1%
Value ($000) $3,098 Shares 64,177 Est. Cost $48.28 Unrealized
PEP Pepsico Inc Com 0.1%
Value ($000) $3,076 Shares 18,651 Est. Cost $152.25 Unrealized +6.6%
VTV Vanguard Value ETF (VTV) 0.1%
Value ($000) $2,997 Shares 18,564 Est. Cost $141.49 Unrealized
SCHX Schwab Strategic TR US Large-Cap ETF 0.1%
Value ($000) $2,954 Shares 45,825 Est. Cost $64.46 Unrealized
ALL Allstate Corp Com 0.1%
Value ($000) $2,944 Shares 18,328 Est. Cost $154.88 Unrealized +4.2%
DVY iShares TR Select Divid ETF FD 0.1%
Value ($000) $2,939 Shares 24,294 Est. Cost $114.57 Unrealized
LIN Linde PLC New Eur 0.1%
Value ($000) $2,938 Shares 6,695 Est. Cost $360.74 Unrealized +19.4%
NFLX Netflix Inc Com 0.1%
Value ($000) $2,936 Shares 4,351 Est. Cost $35.24 Unrealized +77.2%
CSX CSX Corporation 0.1%
Value ($000) $2,921 Shares 87,332 Est. Cost $33.40 Unrealized -0.8%
WOOF Petco Health And Wellness Comp CMN 0.1%
Value ($000) $2,853 Shares 754,748 Est. Cost $2.56 Unrealized 0.0%
MPC Marathon Pete Corp Com 0.1%
Value ($000) $2,733 Shares 15,755 Est. Cost $155.26 Unrealized +15.7%
DHR Danaher Corp Com 0.1%
Value ($000) $2,719 Shares 10,871 Est. Cost $216.27 Unrealized +15.7%
INTC Intel Corp Com 0.1%
Value ($000) $2,715 Shares 87,673 Est. Cost $38.91 Unrealized -16.5%
COP Conocophillips Com 0.1%
Value ($000) $2,698 Shares 23,587 Est. Cost $108.87 Unrealized +6.0%
SCZ iShares TR MSCI EAFE Small Cap ETF 0.1%
Value ($000) $2,681 Shares 43,500 Est. Cost $66.34 Unrealized
INTU Intuit Incorporated Com 0.1%
Value ($000) $2,637 Shares 4,013 Est. Cost $533.90 Unrealized +15.0%
DIS Disney Walt Co Disney Com 0.1%
Value ($000) $2,619 Shares 26,373 Est. Cost $111.99 Unrealized -5.8%
QCOM Qualcomm Inc 0.1%
Value ($000) $2,565 Shares 12,878 Est. Cost $141.00 Unrealized +29.3%
DE Deere & Co 0.1%
Value ($000) $2,559 Shares 6,822 Est. Cost $384.99 Unrealized -1.2%
AXP American Express Company 0.1%
Value ($000) $2,517 Shares 10,870 Est. Cost $172.84 Unrealized +31.5%
IWD iShares TR Russell 1000 Value ETF 0.1%
Value ($000) $2,514 Shares 14,411 Est. Cost $162.26 Unrealized
KWEB Kraneshares CSI China Internet ETF 0.1%
Value ($000) $2,482 Shares 91,850 Est. Cost $26.25 Unrealized
WMT Wal Mart Stores Inc Com 0.1%
Value ($000) $2,427 Shares 35,845 Est. Cost $55.25 Unrealized +12.2%
XLK Technology Select Sector SPDR ETF 0.1%
Value ($000) $2,391 Shares 10,567 Est. Cost $139.45 Unrealized
GLD SPDR Gold TR Gold SHS 0.1%
Value ($000) $2,378 Shares 11,062 Est. Cost $169.98 Unrealized
TMO Thermo Fisher Scientific Inc 0.1%
Value ($000) $2,304 Shares 4,164 Est. Cost $500.41 Unrealized +13.9%
PG Procter & Gamble Co Com 0.1%
Value ($000) $2,292 Shares 13,900 Est. Cost $136.59 Unrealized +15.1%
VUG Vanguard Growth ETF 0.1%
Value ($000) $2,272 Shares 6,067 Est. Cost $226.29 Unrealized
USMV iShares TR MSCI USA Minimum Volatility ETF 0.1%
Value ($000) $2,267 Shares 26,999 Est. Cost $71.72 Unrealized
LOW Lowes Cos Inc Com 0.1%
Value ($000) $2,242 Shares 10,171 Est. Cost $202.09 Unrealized +9.5%
C Citigroup Inc Com New 0.1%
Value ($000) $2,225 Shares 35,061 Est. Cost $51.77 Unrealized +13.4%
XLY Consumer Discretionary Select Sector SPDR ETF 0.1%
Value ($000) $2,179 Shares 11,944 Est. Cost $155.51 Unrealized
ORCL Oracle Corp Com 0.1%
Value ($000) $2,160 Shares 15,296 Est. Cost $93.66 Unrealized +30.6%
ED Consolidated Edison Inc Com 0.1%
Value ($000) $2,142 Shares 23,951 Est. Cost $84.89 Unrealized +3.4%
TJX TJX Companies Inc (new) 0.1%
Value ($000) $2,140 Shares 19,440 Est. Cost $74.49 Unrealized +32.4%
TENB Tenable 0.1%
Value ($000) $2,127 Shares 48,799 Est. Cost $43.67 Unrealized +1.0%
ABT Abbott Labs Com 0.1%
Value ($000) $2,102 Shares 20,231 Est. Cost $106.21 Unrealized -3.1%
ISRG Intuitive Surgical Inc Com New 0.1%
Value ($000) $2,097 Shares 4,714 Est. Cost $301.71 Unrealized +32.0%
CMCSA Comcast Corp CL A 0.1%
Value ($000) $2,059 Shares 52,588 Est. Cost $38.87 Unrealized -4.5%
GE General Electric Co 0.1%
Value ($000) $2,058 Shares 12,947 Est. Cost $94.84 Unrealized +66.6%
BMY Bristol Myers Squibb Co Com 0.1%
Value ($000) $2,017 Shares 48,579 Est. Cost $46.11 Unrealized -11.1%
FROG Jfrog LTD 0.1%
Value ($000) $1,994 Shares 53,094 Est. Cost $36.14 Unrealized +1.4%
MU Micron Technology Inc 0.1%
Value ($000) $1,985 Shares 15,089 Est. Cost $78.77 Unrealized +58.9%
PGR Progressive Corp Oh Com 0.1%
Value ($000) $1,961 Shares 9,441 Est. Cost $147.70 Unrealized +30.5%
ASML Asml HLDG N V N Y Registry SHS New 2012 0.0%
Value ($000) $1,857 Shares 1,816 Est. Cost $737.86 Unrealized
FISV Fiserv Inc Com 0.0%
Value ($000) $1,855 Shares 12,443 Est. Cost $117.27 Unrealized +29.1%
SOFI Sofi Technologies Inc F 0.0%
Value ($000) $1,848 Shares 279,609 Est. Cost $6.51 Unrealized +8.3%
AMAT Applied Materials Inc 0.0%
Value ($000) $1,807 Shares 7,657 Est. Cost $131.09 Unrealized +61.3%
NCNO Ncino Inc Com 0.0%
Value ($000) $1,788 Shares 56,845 Est. Cost $31.30 Unrealized -0.1%
FERG1GBX Ferguson PLC New Registered SHS 0.0%
Value ($000) $1,772 Shares 9,110 Est. Cost $173.67 Unrealized
SPDW SPDR Index SHS FDS SPDR Port Developed World Ex-US ETF 0.0%
Value ($000) $1,768 Shares 50,393 Est. Cost $35.08 Unrealized
INDA iShares MSCI India ETF (INDA) 0.0%
Value ($000) $1,765 Shares 31,645 Est. Cost $42.75 Unrealized
BX Blackstone Group Inc CL A 0.0%
Value ($000) $1,741 Shares 14,061 Est. Cost $72.55 Unrealized +62.4%
PTON Peloton Interactive 0.0%
Value ($000) $1,728 Shares 511,095 Est. Cost $36.43 Unrealized -90.2%
SYK Stryker Corp 0.0%
Value ($000) $1,723 Shares 5,053 Est. Cost $264.41 Unrealized +26.1%
NEE Nextera Energy Inc Com 0.0%
Value ($000) $1,718 Shares 24,264 Est. Cost $66.32 Unrealized +1.9%
XLU Utilities Select Sector SPDR ETF (XLU) 0.0%
Value ($000) $1,712 Shares 25,125 Est. Cost $65.91 Unrealized
PEG Public SVC Enterprise Group Inc Com 0.0%
Value ($000) $1,693 Shares 22,969 Est. Cost $59.76 Unrealized +12.9%
AMGN Amgen Inc Com 0.0%
Value ($000) $1,684 Shares 5,389 Est. Cost $224.89 Unrealized +24.2%
ELV Anthem Inc Com 0.0%
Value ($000) $1,667 Shares 3,076 Est. Cost $468.09 Unrealized +9.7%
VEU Vanguard FTSE All-World Ex-US Index Fund ETF 0.0%
Value ($000) $1,661 Shares 28,332 Est. Cost $53.71 Unrealized
ACWI iShares TR MSCI Acwi ETF 0.0%
Value ($000) $1,660 Shares 14,766 Est. Cost $70.39 Unrealized
CP Canadian Pac Kans City LTD Cad 0.0%
Value ($000) $1,599 Shares 20,265 Est. Cost $82.05 Unrealized -1.9%
NOW Servicenow Inc Com 0.0%
Value ($000) $1,555 Shares 1,977 Est. Cost $101.27 Unrealized +44.9%
ACN Accenture PLC Ireland Class SHS 0.0%
Value ($000) $1,545 Shares 5,091 Est. Cost $298.98 Unrealized +0.1%
VB Vanguard Small-Cap Index Fund ETF (VB) 0.0%
Value ($000) $1,539 Shares 7,032 Est. Cost $211.58 Unrealized
TYL Tyler Technologies Inc Com 0.0%
Value ($000) $1,524 Shares 3,032 Est. Cost $380.79 Unrealized +21.0%
WDC Western Digital Corp Com 0.0%
Value ($000) $1,523 Shares 20,095 Est. Cost $55.25 Unrealized 0.0%
CPNG Coupang, LLC CMN 0.0%
Value ($000) $1,508 Shares 71,966 Est. Cost $24.06 Unrealized -9.9%
GM General MTRS Co Com 0.0%
Value ($000) $1,497 Shares 32,230 Est. Cost $41.79 Unrealized +6.2%
DOCS Doximity Inc CL A 0.0%
Value ($000) $1,481 Shares 52,956 Est. Cost $39.37 Unrealized -33.0%
BlackRock Inc Com 0.0%
Value ($000) $1,470 Shares 1,868 Est. Cost $714.88 Unrealized
UNP Union Pacific Corp Com 0.0%
Value ($000) $1,452 Shares 6,417 Est. Cost $209.33 Unrealized +7.7%
GS Goldman Sachs Group Inc Com 0.0%
Value ($000) $1,427 Shares 3,155 Est. Cost $284.88 Unrealized +48.7%
KO Coca Cola Company 0.0%
Value ($000) $1,399 Shares 21,816 Est. Cost $56.39 Unrealized +4.4%
XBI SPDR S&P Biotech (XBI) 0.0%
Value ($000) $1,395 Shares 15,044 Est. Cost $85.93 Unrealized
IJH iShares Core S&P Mid Cap 0.0%
Value ($000) $1,385 Shares 23,660 Est. Cost $67.76 Unrealized
FDX Fedex Corp Com 0.0%
Value ($000) $1,384 Shares 4,594 Est. Cost $220.84 Unrealized +14.0%
BJ BJS WHSL Club HLDGS 0.0%
Value ($000) $1,384 Shares 15,753 Est. Cost $72.82 Unrealized +11.2%
CARR Carrier Global Corporation CMN 0.0%
Value ($000) $1,382 Shares 21,847 Est. Cost $55.49 Unrealized +8.5%
ETN Eaton Corp PLC SHS 0.0%
Value ($000) $1,372 Shares 4,376 Est. Cost $194.01 Unrealized +63.5%
IBM International Business Machs Corp Com 0.0%
Value ($000) $1,370 Shares 7,924 Est. Cost $135.92 Unrealized +22.0%
DGRW Wisdomtree TR (us Quality Divid Growth FD) 0.0%
Value ($000) $1,360 Shares 17,429 Est. Cost $76.26 Unrealized
VRTX Vertex Pharmaceuticals Inc Com 0.0%
Value ($000) $1,350 Shares 2,881 Est. Cost $356.16 Unrealized +21.9%
MQ Marqeta, Inc. CMN 0.0%
Value ($000) $1,343 Shares 245,134 Est. Cost $9.77 Unrealized -43.6%
CSL Carlisle Companies Inc 0.0%
Value ($000) $1,340 Shares 3,307 Est. Cost $294.90 Unrealized +33.9%
TOST Toast Inc CL A 0.0%
Value ($000) $1,330 Shares 51,626 Est. Cost $16.61 Unrealized +45.5%
WM Waste MGMT Inc Del Com 0.0%
Value ($000) $1,329 Shares 6,229 Est. Cost $162.86 Unrealized +24.5%
Xcel Brands Inc 0.0%
Value ($000) $1,323 Shares 2,242,593 Est. Cost $1.37 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $1,321 Shares 1,257 Est. Cost $731.62 Unrealized +31.8%
DD DuPont De Nemours 0.0%
Value ($000) $1,318 Shares 16,369 Est. Cost $29.78 Unrealized +6.0%
TT Trane Technologies 0.0%
Value ($000) $1,309 Shares 3,979 Est. Cost $146.46 Unrealized +114.2%
SBUX Starbucks Corp Com 0.0%
Value ($000) $1,298 Shares 16,672 Est. Cost $90.27 Unrealized -13.5%
TDG Transdigm Group Inc Com 0.0%
Value ($000) $1,296 Shares 1,014 Est. Cost $618.66 Unrealized +83.7%
EW Edwards Lifesciences Corp Com 0.0%
Value ($000) $1,276 Shares 13,813 Est. Cost $80.26 Unrealized +10.3%
CLX Clorox Co Com 0.0%
Value ($000) $1,265 Shares 9,267 Est. Cost $140.13 Unrealized -6.2%
TGT Target Corp Com 0.0%
Value ($000) $1,263 Shares 8,532 Est. Cost $127.72 Unrealized +15.8%
ADP Automatic Data Processing Inc Com 0.0%
Value ($000) $1,240 Shares 5,167 Est. Cost $213.54 Unrealized +10.8%
ACGL Arch Capital Group 0.0%
Value ($000) $1,237 Shares 12,264 Est. Cost $76.72 Unrealized +20.5%
ROP Roper Industries Inc New Com 0.0%
Value ($000) $1,233 Shares 2,187 Est. Cost $506.43 Unrealized +5.3%
WY Weyerhaeuser Co 0.0%
Value ($000) $1,229 Shares 43,274 Est. Cost $29.79 Unrealized -1.3%
BN Brookfield 0.0%
Value ($000) $1,225 Shares 29,496 Est. Cost $21.91 Unrealized +25.8%
NEM Newmont MNG Corp Com 0.0%
Value ($000) $1,225 Shares 29,261 Est. Cost $37.95 Unrealized +4.4%
TXN Texas Instruments Inc 0.0%
Value ($000) $1,224 Shares 6,294 Est. Cost $160.06 Unrealized +10.1%
VOOV Vanguard S&P 500 Value ETF IV 0.0%
Value ($000) $1,224 Shares 6,926 Est. Cost $150.74 Unrealized
NOBL ProShares S&P 500 (dividend Aristocrats Etf) 0.0%
Value ($000) $1,223 Shares 12,652 Est. Cost $101.41 Unrealized
APH Amphenol Corp New CL A 0.0%
Value ($000) $1,221 Shares 18,090 Est. Cost $53.01 Unrealized +17.4%
CB Chubb LTD Com 0.0%
Value ($000) $1,197 Shares 4,677 Est. Cost $206.73 Unrealized +22.3%
AME Ametek Inc New Com 0.0%
Value ($000) $1,179 Shares 7,070 Est. Cost $135.94 Unrealized +25.7%
XEL Xcel Energy Inc Com 0.0%
Value ($000) $1,178 Shares 21,852 Est. Cost $53.26 Unrealized -3.6%
MDT Medtronic PLC SHS 0.0%
Value ($000) $1,176 Shares 14,812 Est. Cost $83.88 Unrealized -6.9%
Lam Research Corp 0.0%
Value ($000) $1,175 Shares 1,101 Est. Cost $693.15 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $1,174 Shares 17,105 Est. Cost $64.51 Unrealized -2.1%
PLD Prologis Inc Com 0.0%
Value ($000) $1,173 Shares 10,442 Est. Cost $112.81 Unrealized -7.4%
SDY SPDR Ser TR S&P Divid ETF 0.0%
Value ($000) $1,164 Shares 9,154 Est. Cost $118.32 Unrealized
MRSH Marsh & Mclennan Cos Inc Com 0.0%
Value ($000) $1,160 Shares 5,504 Est. Cost $177.06 Unrealized +13.0%
VGLT Vanguard Long-Term Treasury ETF 0.0%
Value ($000) $1,158 Shares 20,074 Est. Cost $61.20 Unrealized
KHC Kraft Heinz Co Com STK 0.0%
Value ($000) $1,155 Shares 35,836 Est. Cost $32.24 Unrealized +0.9%
PSX Phillips 66 Com 0.0%
Value ($000) $1,149 Shares 8,140 Est. Cost $122.11 Unrealized +14.3%
VHT Vanguard World FDS Vanguard Health Care ETF 0.0%
Value ($000) $1,146 Shares 4,293 Est. Cost $205.04 Unrealized
DOW Dow Inc. CMN 0.0%
Value ($000) $1,140 Shares 21,497 Est. Cost $48.91 Unrealized +4.7%
SPGI S&P Global Inc CMN 0.0%
Value ($000) $1,126 Shares 2,525 Est. Cost $365.78 Unrealized +15.9%
MAR Marriott Intl Inc New CL A 0.0%
Value ($000) $1,120 Shares 4,632 Est. Cost $215.10 Unrealized +9.8%
LZ Legalzoom Inc 0.0%
Value ($000) $1,118 Shares 133,312 Est. Cost $12.89 Unrealized -20.1%
DLTR Dollar Tree Inc Com 0.0%
Value ($000) $1,115 Shares 10,443 Est. Cost $126.92 Unrealized -7.0%
AMT American Tower REIT Com 0.0%
Value ($000) $1,111 Shares 5,671 Est. Cost $197.06 Unrealized -10.6%
GXC SPDR Index SHS FDS S&P China ETF 0.0%
Value ($000) $1,111 Shares 16,226 Est. Cost $65.78 Unrealized
PCH Potlatch Corp New Com 0.0%
Value ($000) $1,109 Shares 28,166 Est. Cost $48.58 Unrealized
ZTS Zoetis Inc CL A 0.0%
Value ($000) $1,099 Shares 6,337 Est. Cost $166.73 Unrealized -2.0%
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $1,090 Shares 4,484 Est. Cost $203.70 Unrealized
CTVA Corteva Inc Com 0.0%
Value ($000) $1,074 Shares 19,917 Est. Cost $51.25 Unrealized +5.5%
CDNS Cadence Design SYS Inc 0.0%
Value ($000) $1,070 Shares 3,478 Est. Cost $258.49 Unrealized +14.5%
ADI Analog Devices Inc Com 0.0%
Value ($000) $1,059 Shares 4,638 Est. Cost $165.39 Unrealized +25.5%
SCHB Schwab Strategic TR US Broad MKT ETF 0.0%
Value ($000) $1,049 Shares 16,632 Est. Cost $61.05 Unrealized
NKE Nike Inc Class B 0.0%
Value ($000) $1,037 Shares 13,699 Est. Cost $118.56 Unrealized -24.3%
PANW Palo Alto Networks Inc Com 0.0%
Value ($000) $1,028 Shares 3,032 Est. Cost $110.17 Unrealized +35.8%
HCA Hca HLDGS Inc Com 0.0%
Value ($000) $1,021 Shares 3,179 Est. Cost $239.43 Unrealized +34.0%
CMG Chipotle Mexican Grill Inc Com 0.0%
Value ($000) $1,012 Shares 16,148 Est. Cost $61.65 Unrealized +0.8%
TMUS T-Mobile US Inc Com 0.0%
Value ($000) $1,009 Shares 5,729 Est. Cost $139.94 Unrealized +16.9%
SBAC Sba Communications Corp New CL A 0.0%
Value ($000) $1,006 Shares 5,124 Est. Cost $266.81 Unrealized -28.2%
ADSK Autodesk Inc Com 0.0%
Value ($000) $997 Shares 4,029 Est. Cost $215.03 Unrealized +4.5%
MDY SPDR S&P Midcap 400 ETF 0.0%
Value ($000) $995 Shares 1,853 Est. Cost $384.48 Unrealized
EMR Emerson Elec Co Com 0.0%
Value ($000) $991 Shares 9,000 Est. Cost $78.91 Unrealized +36.2%
YEXT Yext Inc 0.0%
Value ($000) $990 Shares 184,972 Est. Cost $9.75 Unrealized -44.8%
HON Honeywell Intl Inc Com 0.0%
Value ($000) $984 Shares 4,610 Est. Cost $174.49 Unrealized +5.3%
MCD McDonalds Corp 0.0%
Value ($000) $965 Shares 3,788 Est. Cost $258.93 Unrealized -1.5%
PCAR Paccar Inc 0.0%
Value ($000) $953 Shares 9,262 Est. Cost $89.68 Unrealized +15.6%
CTAS Cintas Corp 0.0%
Value ($000) $946 Shares 1,351 Est. Cost $122.98 Unrealized +37.1%
LHX L3harris Technologies Inc CMN 0.0%
Value ($000) $937 Shares 4,172 Est. Cost $190.98 Unrealized +9.5%
DVN Devon Energy Corp New Com 0.0%
Value ($000) $930 Shares 19,625 Est. Cost $45.96 Unrealized +2.8%
XHS SPDR S&P Health Care Services ETF 0.0%
Value ($000) $906 Shares 10,079 Est. Cost $83.22 Unrealized
VOE Vanguard Mid Cap Value ETF 0.0%
Value ($000) $903 Shares 5,966 Est. Cost $133.88 Unrealized
F Ford Motor Co Del Com Par 0.0%
Value ($000) $898 Shares 71,635 Est. Cost $10.89 Unrealized +2.2%
EBAY eBay Inc Com 0.0%
Value ($000) $889 Shares 16,542 Est. Cost $46.98 Unrealized +8.0%
MS Morgan Stanley Com New 0.0%
Value ($000) $885 Shares 9,106 Est. Cost $76.63 Unrealized +18.5%
VRNS Varonis SYS Inc Com 0.0%
Value ($000) $877 Shares 18,288 Est. Cost $51.98 Unrealized -14.8%
KMX Carmax Inc Com 0.0%
Value ($000) $876 Shares 11,945 Est. Cost $76.39 Unrealized -5.7%
CEG Constellation Energy Corp CMN 0.0%
Value ($000) $863 Shares 4,309 Est. Cost $110.93 Unrealized +82.1%
SPYG SPDR Portfolio S&P (500 Growth Etf) 0.0%
Value ($000) $861 Shares 10,749 Est. Cost $61.01 Unrealized
NSIT Insight Enterprises Inc 0.0%
Value ($000) $859 Shares 4,333 Est. Cost $135.38 Unrealized +43.6%
NVO Novo Nordisk A.S. ADR Formerly Novo Industrie A.S. ADR Same Cusip 0.0%
Value ($000) $849 Shares 5,947 Est. Cost $128.51 Unrealized
CDW CDW Corp Com 0.0%
Value ($000) $847 Shares 3,785 Est. Cost $201.07 Unrealized +12.7%
CVS CVS Caremark Corp 0.0%
Value ($000) $843 Shares 14,282 Est. Cost $66.84 Unrealized -12.4%
MET Metlife Inc Com 0.0%
Value ($000) $843 Shares 12,016 Est. Cost $63.43 Unrealized +7.4%
IHI iShares U.S. Medical Devices ETF 0.0%
Value ($000) $833 Shares 14,866 Est. Cost $53.98 Unrealized
MAS Masco Corp Com 0.0%
Value ($000) $830 Shares 12,455 Est. Cost $61.27 Unrealized +11.8%
BSX Boston Scientific Corp 0.0%
Value ($000) $829 Shares 10,767 Est. Cost $53.83 Unrealized +36.0%
KMB Kimberly Clark Corp 0.0%
Value ($000) $827 Shares 5,929 Est. Cost $117.47 Unrealized +6.7%
PH Parker Hannifin Corp Com 0.0%
Value ($000) $822 Shares 1,624 Est. Cost $362.90 Unrealized +45.4%
Unilever PLC Spon ADR New 0.0%
Value ($000) $821 Shares 14,937 Est. Cost $51.73 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $802 Shares 1,480 Est. Cost $364.00 Unrealized +58.2%
SHW Sherwin Williams Co 0.0%
Value ($000) $797 Shares 2,672 Est. Cost $251.93 Unrealized +21.1%
OTIS Otis Worldwide Corp Com 0.0%
Value ($000) $788 Shares 8,187 Est. Cost $89.54 Unrealized +4.7%
SPLV Invesco S&P 500 Low Volatility ETF 0.0%
Value ($000) $786 Shares 12,102 Est. Cost $62.40 Unrealized
SPYV SPDR Ser TR DJ 0.0%
Value ($000) $785 Shares 16,097 Est. Cost $43.20 Unrealized
SMH Vaneck Vectors Semiconductor ETF 0.0%
Value ($000) $784 Shares 3,007 Est. Cost $159.09 Unrealized
SLB Schlumberger LTD Com 0.0%
Value ($000) $777 Shares 16,381 Est. Cost $46.61 Unrealized -1.4%
HQI Hirequest Inc Com 0.0%
Value ($000) $773 Shares 62,630 Est. Cost $6.04 Unrealized +102.8%
PHG Koninklijke Philips N V 0.0%
Value ($000) $769 Shares 30,516 Est. Cost $21.23 Unrealized
AIG American Intl Group Inc Com New 0.0%
Value ($000) $766 Shares 10,324 Est. Cost $56.24 Unrealized +31.0%
ALSN Allison Transmission Hldgs Inc Com 0.0%
Value ($000) $766 Shares 10,096 Est. Cost $38.66 Unrealized +94.6%
SYY Sysco Corp 0.0%
Value ($000) $766 Shares 10,731 Est. Cost $71.09 Unrealized +0.1%
BWFG Bankwell Finl Group Inc Com 0.0%
Value ($000) $765 Shares 30,158 Est. Cost $24.13 Unrealized -3.6%
BA Boeing Co Com 0.0%
Value ($000) $764 Shares 4,197 Est. Cost $205.15 Unrealized -13.1%
DUK Duke Energy Corp New Com New 0.0%
Value ($000) $762 Shares 7,606 Est. Cost $89.37 Unrealized +5.5%
AVY Avery Dennison Corp Com 0.0%
Value ($000) $760 Shares 3,475 Est. Cost $210.91 Unrealized +1.9%
OPLN Kar Auction SVCS Inc Com 0.0%
Value ($000) $748 Shares 45,113 Est. Cost $19.27 Unrealized -11.0%
ORLY O Reilly Automotive Inc New Com 0.0%
Value ($000) $747 Shares 707 Est. Cost $50.27 Unrealized +37.5%
UPS United Parcel SVC Inc CL B 0.0%
Value ($000) $745 Shares 5,441 Est. Cost $152.16 Unrealized -14.6%
ITW Illinois Tool Works Inc Com 0.0%
Value ($000) $742 Shares 3,112 Est. Cost $228.04 Unrealized +3.8%
MCK Mckesson Corp Com 0.0%
Value ($000) $732 Shares 1,252 Est. Cost $409.61 Unrealized +34.9%
DFAS Dimensional U S Small Cap ETF 0.0%
Value ($000) $728 Shares 12,122 Est. Cost $60.08 Unrealized
EPD Enterprise Prods Partners L P Com Unit 0.0%
Value ($000) $728 Shares 25,113 Est. Cost $24.67 Unrealized
G Genpact LTD SHS 0.0%
Value ($000) $726 Shares 22,568 Est. Cost $38.65 Unrealized -18.4%
CFG Citizens Finl Group Inc Com 0.0%
Value ($000) $724 Shares 20,106 Est. Cost $32.80 Unrealized 0.0%
DFAT Dimensional U S Targeted Value ETF 0.0%
Value ($000) $724 Shares 13,958 Est. Cost $51.87 Unrealized
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) 0.0%
Value ($000) $714 Shares 30,284 Est. Cost $25.32 Unrealized
HAL Halliburton Co Com 0.0%
Value ($000) $712 Shares 21,090 Est. Cost $33.68 Unrealized +4.8%
Skechers U S A Inc CL A 0.0%
Value ($000) $709 Shares 10,255 Est. Cost $46.56 Unrealized
SPOT Spotify Technology SA Registered SHS 0.0%
Value ($000) $708 Shares 2,256 Est. Cost $148.62 Unrealized +102.6%
AFL Aflac Inc Com 0.0%
Value ($000) $703 Shares 7,873 Est. Cost $60.38 Unrealized +37.6%
EWX SPDR Index SHS FDS S&P Emerging MKTS SM Cap ETF 0.0%
Value ($000) $701 Shares 12,095 Est. Cost $57.92 Unrealized
SCHM Schwab Strategic TR US Mid-Cap ETF 0.0%
Value ($000) $690 Shares 8,831 Est. Cost $79.50 Unrealized
HLI Houlihan Lokey Inc CL A 0.0%
Value ($000) $688 Shares 5,103 Est. Cost $101.62 Unrealized +25.9%
TPR Tapestry Inc Com 0.0%
Value ($000) $686 Shares 16,022 Est. Cost $40.30 Unrealized 0.0%
STZ Constellation Brands Inc CL A 0.0%
Value ($000) $685 Shares 2,663 Est. Cost $230.14 Unrealized +7.9%
Marathon Oil Corp Com 0.0%
Value ($000) $682 Shares 23,777 Est. Cost $27.75 Unrealized
SO Southern Co Com 0.0%
Value ($000) $676 Shares 8,709 Est. Cost $58.70 Unrealized +22.3%
AZN Astrazeneca PLC Sponsored ADR 0.0%
Value ($000) $670 Shares 8,597 Est. Cost $72.27 Unrealized
DOCU Docusign Inc 0.0%
Value ($000) $666 Shares 12,445 Est. Cost $209.26 Unrealized -73.0%
PAYX Paychex Inc Com 0.0%
Value ($000) $663 Shares 5,591 Est. Cost $109.50 Unrealized +6.2%
IBB iShares TR Nasdaq Biotechnology ETF 0.0%
Value ($000) $658 Shares 4,797 Est. Cost $137.26 Unrealized
HSIC Henry Schein Inc 0.0%
Value ($000) $658 Shares 10,271 Est. Cost $76.83 Unrealized -8.4%
CTSH Cognizant Technology Solutions Corp CL A 0.0%
Value ($000) $654 Shares 9,623 Est. Cost $64.55 Unrealized +2.3%
EA Electronic Arts Inc Com 0.0%
Value ($000) $653 Shares 4,689 Est. Cost $130.68 Unrealized 0.0%
SG Sweetgreen Inc Com 0.0%
Value ($000) $650 Shares 21,569 Est. Cost $11.50 Unrealized +138.4%
SPMD SPDR Portfolio Mid Cap ETF Completeness ETF 0.0%
Value ($000) $647 Shares 12,618 Est. Cost $46.74 Unrealized
CME Cme Group Inc Com 0.0%
Value ($000) $647 Shares 3,289 Est. Cost $169.54 Unrealized +15.0%
ICE Intercontinental Exchange Group Inc Com 0.0%
Value ($000) $646 Shares 4,722 Est. Cost $113.90 Unrealized +15.7%
Arista Networks Inc Com 0.0%
Value ($000) $642 Shares 1,832 Est. Cost $193.22 Unrealized
DG Dollar Gen Corp New Com 0.0%
Value ($000) $637 Shares 4,814 Est. Cost $163.16 Unrealized -17.5%
IJK iShares TR S&P Midcap 400 Growth ETF 0.0%
Value ($000) $635 Shares 7,211 Est. Cost $88.40 Unrealized
GSBD Goldman Sachs B D C Inc 0.0%
Value ($000) $634 Shares 40,924 Est. Cost $15.35 Unrealized 0.0%
MCO Moodys Corp Com 0.0%
Value ($000) $633 Shares 1,504 Est. Cost $332.71 Unrealized +18.1%
SNPS Synopsys Inc 0.0%
Value ($000) $631 Shares 1,061 Est. Cost $459.11 Unrealized +23.2%
SHEL Shell PLC ADR CMN 0.0%
Value ($000) $629 Shares 8,709 Est. Cost $67.37 Unrealized
VYM Vanguard Whitehall FDS High Dividend Yield ETF SHS 0.0%
Value ($000) $628 Shares 5,294 Est. Cost $120.99 Unrealized
KDP Keurig DR Pepper Inc Com 0.0%
Value ($000) $626 Shares 18,639 Est. Cost $30.45 Unrealized +3.6%
ET Energy Transfer LP 0.0%
Value ($000) $618 Shares 38,114 Est. Cost $14.74 Unrealized
SIVR Aberdeen Standard PHYCL Silver 0.0%
Value ($000) $618 Shares 22,183 Est. Cost $25.20 Unrealized
MSI Motorola Solutions Inc Com New 0.0%
Value ($000) $614 Shares 1,587 Est. Cost $291.97 Unrealized +21.4%
Te Connectivity LTD Reg SHS 0.0%
Value ($000) $608 Shares 4,040 Est. Cost $134.56 Unrealized
ATNI Atn Intl Inc Com 0.0%
Value ($000) $604 Shares 26,195 Est. Cost $30.57 Unrealized -27.2%
NVS Novartis AG Sponsored ADR 0.0%
Value ($000) $591 Shares 5,553 Est. Cost $96.99 Unrealized
RHI Robert Half Intl Inc 0.0%
Value ($000) $590 Shares 9,223 Est. Cost $87.10 Unrealized -21.2%
OMC Omnicom Group Inc Com 0.0%
Value ($000) $584 Shares 6,448 Est. Cost $86.01 Unrealized +1.9%
Ansys Inc Com 0.0%
Value ($000) $578 Shares 1,798 Est. Cost $342.89 Unrealized
OKE Oneok Inc New Com 0.0%
Value ($000) $571 Shares 7,003 Est. Cost $63.57 Unrealized +16.3%
Beacon Roofing Supply Inc Com 0.0%
Value ($000) $567 Shares 6,270 Est. Cost $58.55 Unrealized
WMB Williams Cos Inc Com 0.0%
Value ($000) $566 Shares 13,324 Est. Cost $30.29 Unrealized +24.5%
SPG Simon PPTY Group Inc New Com 0.0%
Value ($000) $565 Shares 3,724 Est. Cost $111.16 Unrealized +21.9%
SCHF Schwab International Equity ETF (SCHF) 0.0%
Value ($000) $564 Shares 14,539 Est. Cost $37.95 Unrealized
GEV GE Vernova LLC 0.0%
Value ($000) $563 Shares 3,280 Est. Cost $158.10 Unrealized 0.0%
FTV Fortive Corp Com 0.0%
Value ($000) $562 Shares 7,582 Est. Cost $49.82 Unrealized +15.7%
KLAC KLA-TENCOR CORP COM 0.0%
Value ($000) $561 Shares 681 Est. Cost $435.54 Unrealized +67.2%
DCI Donaldson Inc Com 0.0%
Value ($000) $561 Shares 7,843 Est. Cost $55.85 Unrealized +27.6%
PYPL Paypal HLDGS Inc Com 0.0%
Value ($000) $561 Shares 9,661 Est. Cost $116.04 Unrealized -45.3%
CI CIGNA Corp New Com 0.0%
Value ($000) $554 Shares 1,677 Est. Cost $276.28 Unrealized +21.0%
ECL Ecolab Inc 0.0%
Value ($000) $554 Shares 2,321 Est. Cost $158.54 Unrealized +43.3%
LYB Lyondellbasell Industries N V Ord SHS CL A 0.0%
Value ($000) $550 Shares 5,751 Est. Cost $78.94 Unrealized +10.0%
SBR Sabine Royalty Trust Unit Beneficial Int 0.0%
Value ($000) $550 Shares 8,500 Est. Cost $57.76 Unrealized
TFC BB&T Corporation CMN 0.0%
Value ($000) $550 Shares 14,148 Est. Cost $43.25 Unrealized -19.2%
HLT Hilton Worldwide HLDGS Inc Com New 0.0%
Value ($000) $548 Shares 2,513 Est. Cost $153.08 Unrealized +33.6%
EXC Exelon Corp Com 0.0%
Value ($000) $546 Shares 15,776 Est. Cost $34.13 Unrealized +1.8%
HUM Humana Inc Com 0.0%
Value ($000) $543 Shares 1,449 Est. Cost $432.87 Unrealized -23.7%
BOX Box Inc CL A 0.0%
Value ($000) $538 Shares 20,359 Est. Cost $26.31 Unrealized +1.3%
APD Air Prods & Chems Inc Com 0.0%
Value ($000) $535 Shares 2,074 Est. Cost $245.92 Unrealized -1.4%
CL Colgate Palmolive Co Com 0.0%
Value ($000) $533 Shares 5,490 Est. Cost $74.14 Unrealized +20.1%
RITM Rithm Capital Corp. 0.0%
Value ($000) $526 Shares 48,239 Est. Cost $9.29 Unrealized
VVV Valvoline Inc Com 0.0%
Value ($000) $523 Shares 12,114 Est. Cost $35.39 Unrealized +18.6%
SSD Simpson Manufacturing Co 0.0%
Value ($000) $522 Shares 3,100 Est. Cost $100.71 Unrealized +71.8%
DAL Delta Airlines Inc Com New 0.0%
Value ($000) $520 Shares 10,960 Est. Cost $42.06 Unrealized +16.0%
VLO Valero Energy Corp New Com 0.0%
Value ($000) $517 Shares 3,295 Est. Cost $112.11 Unrealized +36.9%
SAP SAP AG Sponsored ADR 0.0%
Value ($000) $515 Shares 2,552 Est. Cost $146.74 Unrealized
IVOL Quadratic Intrst RT VLT ETF (IVOL) 0.0%
Value ($000) $512 Shares 27,643 Est. Cost $27.45 Unrealized
GLW Corning Inc Com 0.0%
Value ($000) $511 Shares 13,160 Est. Cost $31.66 Unrealized +6.4%
CHTR Charter Communications Inc New CL A 0.0%
Value ($000) $510 Shares 1,705 Est. Cost $412.02 Unrealized -33.8%
GLRE Greenlight Capital Re LTD CL A 0.0%
Value ($000) $505 Shares 38,516 Est. Cost $10.64 Unrealized +19.8%
KMI Kinder Morgan Inc Del Com 0.0%
Value ($000) $502 Shares 25,261 Est. Cost $15.49 Unrealized +14.5%
PLXS Plexus Corp 0.0%
Value ($000) $491 Shares 4,761 Est. Cost $87.80 Unrealized +17.2%
CCO Clear Channel Outdoor HLDGS Inc New Com 0.0%
Value ($000) $491 Shares 348,234 Est. Cost $1.87 Unrealized -21.0%
MNST Monster Beverage Corp New Com SHS 0.0%
Value ($000) $488 Shares 9,761 Est. Cost $56.73 Unrealized -6.6%
DOV Dover Corp Com 0.0%
Value ($000) $486 Shares 2,691 Est. Cost $143.87 Unrealized +22.2%
CPRT Copart Inc Com 0.0%
Value ($000) $485 Shares 8,955 Est. Cost $46.73 Unrealized +16.8%
URI United Rentals Inc Com 0.0%
Value ($000) $483 Shares 747 Est. Cost $420.43 Unrealized +55.9%
Interpublic Group Cos Inc Com 0.0%
Value ($000) $480 Shares 16,511 Est. Cost $30.57 Unrealized -5.7%
CCI Crown Castle Intl Corp New Com 0.0%
Value ($000) $480 Shares 4,916 Est. Cost $95.71 Unrealized -6.2%
SONY Sony Corp ADR Amern SH New 0.0%
Value ($000) $474 Shares 5,582 Est. Cost $81.09 Unrealized
FBIN Fortune Brands Homes & Sec Inc Com 0.0%
Value ($000) $474 Shares 7,297 Est. Cost $54.91 Unrealized +27.3%
STWD Starwood PPTY TR Inc Com 0.0%
Value ($000) $471 Shares 24,255 Est. Cost $21.17 Unrealized
TRGP Targa Res Corp Com 0.0%
Value ($000) $470 Shares 3,646 Est. Cost $96.63 Unrealized +17.1%
WAB Wabtec Com 0.0%
Value ($000) $467 Shares 2,955 Est. Cost $93.42 Unrealized +69.6%
TROW Price T Rowe Group Inc Com 0.0%
Value ($000) $464 Shares 4,025 Est. Cost $111.23 Unrealized -4.8%
NVT Nvent Electric Public Limited Company 0.0%
Value ($000) $463 Shares 6,039 Est. Cost $33.96 Unrealized +124.3%
ARW Arrow Electrs Inc Com 0.0%
Value ($000) $461 Shares 3,817 Est. Cost $123.30 Unrealized +3.7%
DEO Diageo PLC Sponsored ADR New 0.0%
Value ($000) $461 Shares 3,654 Est. Cost $174.85 Unrealized
GIS General Mills Inc Com 0.0%
Value ($000) $456 Shares 7,214 Est. Cost $69.00 Unrealized -6.6%
VRSN Verisign Inc Com 0.0%
Value ($000) $456 Shares 2,565 Est. Cost $201.71 Unrealized -12.4%
EQIX Equinix Inc Com Par $0.001 0.0%
Value ($000) $456 Shares 602 Est. Cost $740.18 Unrealized -1.1%
ROK Rockwell Automation Inc Com Formerly Rockwell Intl Corp 0.0%
Value ($000) $447 Shares 1,622 Est. Cost $278.01 Unrealized -5.6%
SSNC SS&C Technologies HLDGS Inc Com 0.0%
Value ($000) $446 Shares 7,112 Est. Cost $74.27 Unrealized -16.5%
HPE Hewlett Packard Enterprise Co Com 0.0%
Value ($000) $445 Shares 20,900 Est. Cost $14.95 Unrealized +17.8%
TSM Taiwan Semiconductor MFG Co Sponsored ADR 0.0%
Value ($000) $441 Shares 2,528 Est. Cost $143.96 Unrealized
L Loews Corp Com 0.0%
Value ($000) $440 Shares 5,885 Est. Cost $67.43 Unrealized +11.8%
FCX Freeport-Mcmoran Copper & Gold Inc CL B 0.0%
Value ($000) $439 Shares 9,028 Est. Cost $41.07 Unrealized +20.1%
FDUS Fidus Invt Corp Com 0.0%
Value ($000) $438 Shares 22,502 Est. Cost $6.52 Unrealized +151.8%
WTM White Mountains Insurance Group LTD SHS 0.0%
Value ($000) $438 Shares 241 Est. Cost $1518.83 Unrealized +16.5%
CMI Cummins Inc 0.0%
Value ($000) $434 Shares 1,566 Est. Cost $221.02 Unrealized +24.9%
USB US Bancorp Del Com 0.0%
Value ($000) $432 Shares 10,730 Est. Cost $39.99 Unrealized -5.6%
OMF Onemain HLGS Inc Com 0.0%
Value ($000) $431 Shares 8,888 Est. Cost $49.15 Unrealized 0.0%
COF Capital One Finl Corp Com 0.0%
Value ($000) $430 Shares 3,109 Est. Cost $108.57 Unrealized +26.4%
CHD Church & Dwight Co Inc 0.0%
Value ($000) $430 Shares 4,151 Est. Cost $91.81 Unrealized +13.0%
NTAP Netapp Inc Com 0.0%
Value ($000) $429 Shares 3,332 Est. Cost $91.40 Unrealized +18.8%
VALE Vale S A ADR 0.0%
Value ($000) $425 Shares 38,057 Est. Cost $11.17 Unrealized
HPQ HP Inc Com 0.0%
Value ($000) $425 Shares 12,028 Est. Cost $28.05 Unrealized +5.9%
FCFS Firstcash HLDGS Inc Com 0.0%
Value ($000) $423 Shares 4,037 Est. Cost $70.26 Unrealized +64.5%
MRNA Moderna Inc Com 0.0%
Value ($000) $423 Shares 3,558 Est. Cost $103.71 Unrealized +22.0%
IWR iShares Russell Mid-Cap ETF (IWR) 0.0%
Value ($000) $420 Shares 5,174 Est. Cost $78.62 Unrealized
JEPI JPMorgan Equity Premium Inco 0.0%
Value ($000) $418 Shares 7,375 Est. Cost $56.68 Unrealized
Forge Global Holdings In 0.0%
Value ($000) $417 Shares 285,867 Est. Cost $2.61 Unrealized
RIVN Rivian Automotive Inc CL A 0.0%
Value ($000) $415 Shares 30,899 Est. Cost $27.03 Unrealized -61.3%
MCHP Microchip Technology Inc Com 0.0%
Value ($000) $412 Shares 4,505 Est. Cost $76.44 Unrealized +14.3%
ZION Zions Bancorp Com 0.0%
Value ($000) $408 Shares 9,416 Est. Cost $54.96 Unrealized -23.2%
STBA S&T Bancorp Inc Of Indiana Pa 0.0%
Value ($000) $407 Shares 12,204 Est. Cost $31.45 Unrealized -0.5%
MRVL Marvell Technology, Inc. CMN 0.0%
Value ($000) $406 Shares 5,805 Est. Cost $53.10 Unrealized +31.2%
IT Gartner Inc Com 0.0%
Value ($000) $394 Shares 877 Est. Cost $368.67 Unrealized +20.7%
ZBH Zimmer HLDGS Inc Com 0.0%
Value ($000) $393 Shares 3,617 Est. Cost $115.96 Unrealized 0.0%
SLM SLM Corp Com 0.0%
Value ($000) $393 Shares 18,905 Est. Cost $18.74 Unrealized +12.4%
CNM Core And Main Inc 0.0%
Value ($000) $390 Shares 7,978 Est. Cost $33.84 Unrealized +64.1%
NOC Northrop Grumman Corp Com 0.0%
Value ($000) $390 Shares 895 Est. Cost $433.91 Unrealized +2.3%
BAH Booz Allen Hamilton HLDG Corp CL A 0.0%
Value ($000) $388 Shares 2,523 Est. Cost $81.06 Unrealized +77.9%
GTES Gates Industrial Corporation PLC Registered SHS 0.0%
Value ($000) $388 Shares 24,511 Est. Cost $11.74 Unrealized +44.4%
VNO Vornado RLTY TR Com 0.0%
Value ($000) $388 Shares 14,740 Est. Cost $22.21 Unrealized
PRI Primerica Inc Com 0.0%
Value ($000) $387 Shares 1,635 Est. Cost $140.90 Unrealized +61.0%
PSA Public Storage Common Stock 0.0%
Value ($000) $386 Shares 1,343 Est. Cost $260.96 Unrealized -1.3%
MOS Mosaic Co New Com 0.0%
Value ($000) $382 Shares 13,209 Est. Cost $28.60 Unrealized 0.0%
FANG Diamondback Energy Inc Com 0.0%
Value ($000) $380 Shares 1,900 Est. Cost $163.20 Unrealized +15.7%
KKR KKR &co Inc CL A 0.0%
Value ($000) $380 Shares 3,606 Est. Cost $68.03 Unrealized +48.3%
TRS Trimas Corp Com New 0.0%
Value ($000) $378 Shares 14,800 Est. Cost $32.47 Unrealized -19.0%
AA Alcoa Corporation CMN 0.0%
Value ($000) $377 Shares 9,489 Est. Cost $37.94 Unrealized 0.0%
GD General Dynamics Corp Com 0.0%
Value ($000) $375 Shares 1,293 Est. Cost $228.78 Unrealized +24.2%
PNC PNC Finl SVCS Group Inc Com 0.0%
Value ($000) $371 Shares 2,384 Est. Cost $138.23 Unrealized +6.1%
DGX Quest Diagnostics Inc Com 0.0%
Value ($000) $369 Shares 2,693 Est. Cost $132.98 Unrealized 0.0%
IEMG iShares Core MSCI Emerging Markets ETF (IEMG) 0.0%
Value ($000) $367 Shares 6,860 Est. Cost $49.92 Unrealized
VBR Vanguard Index FDS Vanguard Small-Cap Value ETF 0.0%
Value ($000) $365 Shares 1,987 Est. Cost $162.28 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $361 Shares 2,043 Est. Cost $188.79 Unrealized -1.2%
AIT Applied Indl Technologies Inc Com 0.0%
Value ($000) $360 Shares 1,858 Est. Cost $101.14 Unrealized +86.1%
LYFT LYFT, Inc. CMN Class A 0.0%
Value ($000) $360 Shares 25,502 Est. Cost $37.08 Unrealized -56.2%
AEP American Electric Power Co 0.0%
Value ($000) $351 Shares 4,004 Est. Cost $78.86 Unrealized +4.8%
SPSM SPDR Ser TR SPDR Port Small Cap ETF 0.0%
Value ($000) $346 Shares 8,324 Est. Cost $38.84 Unrealized
HQY Healthequity Inc Com 0.0%
Value ($000) $344 Shares 3,993 Est. Cost $64.14 Unrealized +26.0%
RIO Rio Tinto PLC Sponsored ADR 0.0%
Value ($000) $343 Shares 5,210 Est. Cost $65.93 Unrealized
TRV Travelers Cos Inc Com 0.0%
Value ($000) $343 Shares 1,687 Est. Cost $171.95 Unrealized +21.5%
IDXX Idexx Labs Inc Com 0.0%
Value ($000) $343 Shares 703 Est. Cost $505.88 Unrealized -0.8%
IYF iShares TR US Financials ETF Index FD 0.0%
Value ($000) $342 Shares 3,618 Est. Cost $74.41 Unrealized
EL Estee Lauder Companies Inc CL A 0.0%
Value ($000) $341 Shares 3,208 Est. Cost $176.01 Unrealized -27.9%
DXCM Dexcom Inc Com 0.0%
Value ($000) $340 Shares 3,002 Est. Cost $122.06 Unrealized +3.6%
WAT Waters Corp Com 0.0%
Value ($000) $339 Shares 1,170 Est. Cost $319.13 Unrealized -0.0%
TM Toyota MTR Co Spon ADR 0.0%
Value ($000) $339 Shares 1,654 Est. Cost $193.28 Unrealized
FIS Fidelity Natl Information SVCS Inc Com 0.0%
Value ($000) $338 Shares 4,484 Est. Cost $64.30 Unrealized +11.2%
HIG Hartford Finl SVCS Group Inc Com 0.0%
Value ($000) $336 Shares 3,323 Est. Cost $73.03 Unrealized +33.6%
MMM 3M Co Com 0.0%
Value ($000) $336 Shares 3,284 Est. Cost $83.05 Unrealized +13.5%
MPB Mid Penn Bancorp Inc 0.0%
Value ($000) $332 Shares 15,139 Est. Cost $20.65 Unrealized -4.7%
BDX Becton Dickinson & Co 0.0%
Value ($000) $332 Shares 1,422 Est. Cost $238.28 Unrealized -4.4%
GPN Global PMTS Inc Com 0.0%
Value ($000) $332 Shares 3,435 Est. Cost $117.99 Unrealized -8.3%
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $332 Shares 4,260 Est. Cost $82.64 Unrealized -1.6%
CEF Sprott Physical Gold & S 0.0%
Value ($000) $331 Shares 15,000 Est. Cost $15.41 Unrealized
MSCI MSCI Inc Com 0.0%
Value ($000) $331 Shares 686 Est. Cost $511.20 Unrealized -4.8%
AWK American WTR WKS Co Inc New Com 0.0%
Value ($000) $330 Shares 2,555 Est. Cost $132.06 Unrealized -7.8%
OSCR Oscar Health Inc CL A 0.0%
Value ($000) $329 Shares 20,820 Est. Cost $8.44 Unrealized +117.8%
KR Kroger Co Com 0.0%
Value ($000) $329 Shares 6,596 Est. Cost $45.88 Unrealized +13.4%
FTNT Fortinet Inc 0.0%
Value ($000) $329 Shares 5,462 Est. Cost $65.10 Unrealized -4.5%
TKR Timken Co Com 0.0%
Value ($000) $328 Shares 4,095 Est. Cost $79.62 Unrealized +8.3%
LEN Lennar Corp CL A Com STK 0.0%
Value ($000) $328 Shares 2,187 Est. Cost $108.95 Unrealized +36.3%
RCL Royal Caribbean Cruises LTD 0.0%
Value ($000) $326 Shares 2,046 Est. Cost $104.29 Unrealized +35.5%
EOG Eog Res Inc Com 0.0%
Value ($000) $325 Shares 2,585 Est. Cost $106.54 Unrealized +14.6%
Laredo Petroleum Inc 0.0%
Value ($000) $322 Shares 7,189 Est. Cost $73.17 Unrealized
BABA Alibaba GRP SHS ADR 0.0%
Value ($000) $319 Shares 4,337 Est. Cost $92.95 Unrealized
HHH Howard Hughes HLDGS Inc Com 0.0%
Value ($000) $319 Shares 4,914 Est. Cost $75.23 Unrealized -16.7%
WES Western Midstream Partners LP CMN 0.0%
Value ($000) $318 Shares 8,016 Est. Cost $30.46 Unrealized
IQV Iqvia HLDGS Inc Com 0.0%
Value ($000) $317 Shares 1,499 Est. Cost $222.11 Unrealized +2.3%
GPC Genuine Parts Co 0.0%
Value ($000) $317 Shares 2,273 Est. Cost $147.66 Unrealized -4.1%
O Realty Income Corp Com 0.0%
Value ($000) $316 Shares 5,974 Est. Cost $47.15 Unrealized +3.2%
RBA RB Global Inc F 0.0%
Value ($000) $315 Shares 4,130 Est. Cost $74.94 Unrealized 0.0%
D Dominion Res Inc Va Com 0.0%
Value ($000) $314 Shares 6,404 Est. Cost $46.59 Unrealized +1.1%
MUFG Mitsubishi UFJ Finl Group Inc Spon ADR 0.0%
Value ($000) $313 Shares 28,916 Est. Cost $10.83 Unrealized
IP International Paper Co 0.0%
Value ($000) $313 Shares 7,245 Est. Cost $38.08 Unrealized 0.0%
XLF Select Sector SPDR TR Financial 0.0%
Value ($000) $312 Shares 7,600 Est. Cost $41.11 Unrealized
FCNCA First Citizens 0.0%
Value ($000) $312 Shares 185 Est. Cost $1661.99 Unrealized 0.0%
DRI Darden Restaurants Inc Com 0.0%
Value ($000) $311 Shares 2,056 Est. Cost $153.14 Unrealized -5.4%
CAG Conagra Foods Inc Com 0.0%
Value ($000) $310 Shares 10,913 Est. Cost $26.07 Unrealized +5.0%
KEY Keycorp New Com 0.0%
Value ($000) $309 Shares 21,754 Est. Cost $13.28 Unrealized +0.9%
ALGN Align Technology Inc Com 0.0%
Value ($000) $306 Shares 1,266 Est. Cost $273.35 Unrealized +1.8%
UDMY Udemy 0.0%
Value ($000) $304 Shares 35,274 Est. Cost $12.43 Unrealized -23.7%
EIPI First TR Exchange-Traded FD VIII FT Energy Income Partners Income ETF 0.0%
Value ($000) $304 Shares 16,381 Est. Cost $18.58 Unrealized
NRG NRG Energy Inc Com New 0.0%
Value ($000) $302 Shares 3,883 Est. Cost $54.38 Unrealized +38.9%
WCN Waste Connections Inc Com 0.0%
Value ($000) $302 Shares 1,720 Est. Cost $126.82 Unrealized +30.6%
BK Bank Of New York Mellon Corp Com 0.0%
Value ($000) $302 Shares 5,035 Est. Cost $41.65 Unrealized +33.8%
PRU Prudential Finl Inc Com 0.0%
Value ($000) $301 Shares 2,572 Est. Cost $77.08 Unrealized +38.5%
JPST J P Morgan Exchange-Traded FD TR Ultra-Short Income ETF 0.0%
Value ($000) $301 Shares 5,971 Est. Cost $50.45 Unrealized
AZO Autozone Inc 0.0%
Value ($000) $301 Shares 102 Est. Cost $2577.96 Unrealized +13.6%
LNG Cheniere Energy Inc Com New 0.0%
Value ($000) $300 Shares 1,713 Est. Cost $159.21 Unrealized 0.0%
YUM Yum Brands Inc Com 0.0%
Value ($000) $299 Shares 2,257 Est. Cost $125.79 Unrealized +6.0%
Nuveen PFD Income Opportunities FD Com 0.0%
Value ($000) $296 Shares 39,289 Est. Cost $7.54 Unrealized
HSBC HSBC HLDGS PLC Spons ADR New 0.0%
Value ($000) $296 Shares 6,795 Est. Cost $43.50 Unrealized
DPZ Dominos Pizza Inc Com 0.0%
Value ($000) $293 Shares 568 Est. Cost $379.96 Unrealized +30.8%
Walgreen Boots Alliance Inc Com 0.0%
Value ($000) $293 Shares 24,220 Est. Cost $26.13 Unrealized
HMC Honda MTR LTD ADR Representing 2 Ord SHS 0.0%
Value ($000) $292 Shares 9,063 Est. Cost $32.24 Unrealized
Aptiv PLC CMN 0.0%
Value ($000) $291 Shares 4,135 Est. Cost $134.24 Unrealized
GSK GSK PLC Spon Ads 0.0%
Value ($000) $290 Shares 7,473 Est. Cost $42.08 Unrealized
CNC Centene Corp Del Com 0.0%
Value ($000) $290 Shares 4,368 Est. Cost $68.01 Unrealized +7.0%
WELL Welltower Inc Com STK 0.0%
Value ($000) $288 Shares 2,764 Est. Cost $74.16 Unrealized +28.1%
BF/A Brown Forman Corp CL A 0.0%
Value ($000) $286 Shares 6,457 Est. Cost $54.08 Unrealized -15.5%
NLY Annaly Capital MGMT Inc REIT 0.0%
Value ($000) $286 Shares 14,493 Est. Cost $19.72 Unrealized
GWW Grainger WW Inc 0.0%
Value ($000) $285 Shares 315 Est. Cost $917.50 Unrealized +1.1%
FICO Fair Isaac Corporation Com 0.0%
Value ($000) $284 Shares 191 Est. Cost $1292.47 Unrealized 0.0%
IVW iShares TR S&P 500 Growth ETF 0.0%
Value ($000) $281 Shares 3,036 Est. Cost $92.54 Unrealized
TDY Teledyne Technologies Inc Com 0.0%
Value ($000) $279 Shares 720 Est. Cost $427.54 Unrealized -7.4%
TRTX TPG Re Fin TR Inc Com 0.0%
Value ($000) $278 Shares 31,296 Est. Cost $10.24 Unrealized
FXI ISHARES TR CHINA LARGE-CAP ETF 0.0%
Value ($000) $276 Shares 10,635 Est. Cost $24.07 Unrealized
TTWO Take Two Interactive Software Inc CDT Com 0.0%
Value ($000) $276 Shares 1,775 Est. Cost $151.69 Unrealized 0.0%
NSC Norfolk Southern Corp 0.0%
Value ($000) $276 Shares 1,283 Est. Cost $205.94 Unrealized +8.9%
ATR Aptargroup Inc 0.0%
Value ($000) $273 Shares 1,940 Est. Cost $109.72 Unrealized +28.8%
AMP Ameriprise Finl Inc Com 0.0%
Value ($000) $271 Shares 636 Est. Cost $315.07 Unrealized +32.8%
PR Permian Res Corp CL A 0.0%
Value ($000) $271 Shares 16,789 Est. Cost $10.46 Unrealized +58.5%
WBD Warner Bros Discovery Inc 0.0%
Value ($000) $268 Shares 36,047 Est. Cost $10.94 Unrealized -26.8%
BAM Brookfield Asset 0.0%
Value ($000) $266 Shares 7,003 Est. Cost $27.20 Unrealized +36.9%
Brookfield Infrastructure Corporation Registered SHS -A- 0.0%
Value ($000) $266 Shares 7,915 Est. Cost $35.28 Unrealized
BEN Franklin Resources Inc 0.0%
Value ($000) $262 Shares 11,586 Est. Cost $22.18 Unrealized -2.0%
RSG Republic SVCS Inc Com 0.0%
Value ($000) $260 Shares 1,339 Est. Cost $174.68 Unrealized +6.0%
KVUE Kenvue Inc. CMN 0.0%
Value ($000) $258 Shares 14,200 Est. Cost $18.19 Unrealized 0.0%
CAH Cardinal Health Inc Com 0.0%
Value ($000) $257 Shares 2,617 Est. Cost $82.81 Unrealized +19.8%
XRAY Dentsply Sirona Inc Com 0.0%
Value ($000) $256 Shares 10,255 Est. Cost $28.68 Unrealized 0.0%
LH Labcorp Holdings Inc 0.0%
Value ($000) $255 Shares 1,254 Est. Cost $199.50 Unrealized 0.0%
OXY Occidental Pete Corp Com 0.0%
Value ($000) $255 Shares 4,026 Est. Cost $58.80 Unrealized +5.5%
IWN iShares TR Russell 2000 Value Index FD 0.0%
Value ($000) $254 Shares 1,668 Est. Cost $149.80 Unrealized
WSO Watsco Inc CL A Reclassified As Com 0.0%
Value ($000) $252 Shares 544 Est. Cost $401.75 Unrealized +13.8%
ADM Archer Daniels Midland Co L Com 0.0%
Value ($000) $251 Shares 4,154 Est. Cost $57.71 Unrealized 0.0%
UNM Unum Group Com 0.0%
Value ($000) $250 Shares 4,888 Est. Cost $44.33 Unrealized +16.7%
EXR Extra Space Storage Inc Com 0.0%
Value ($000) $250 Shares 1,607 Est. Cost $135.47 Unrealized 0.0%
Blackstone / GSO Strategic CR FD (BGB) 0.0%
Value ($000) $250 Shares 21,000 Est. Cost $11.89 Unrealized
WST West Pharmaceutical SVCS Inc Com 0.0%
Value ($000) $248 Shares 754 Est. Cost $367.98 Unrealized -4.4%
JCI Johnson CTLS Intl PLC 0.0%
Value ($000) $248 Shares 3,715 Est. Cost $57.02 Unrealized +15.4%
RMD Resmed Inc Com 0.0%
Value ($000) $248 Shares 1,295 Est. Cost $208.04 Unrealized -3.9%
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $247 Shares 1,900 Est. Cost $99.00 Unrealized +31.4%
VDE Vanguard Sector - Energy Viper 0.0%
Value ($000) $246 Shares 1,917 Est. Cost $121.31 Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $246 Shares 23,122 Est. Cost $9.14 Unrealized +12.0%
TRMB Trimble Nav LTD 0.0%
Value ($000) $244 Shares 4,359 Est. Cost $56.97 Unrealized +1.3%
IWO iShares Russell 2000 Growth Index 0.0%
Value ($000) $243 Shares 924 Est. Cost $228.45 Unrealized
COLB Columbia BKG SYS Inc Com 0.0%
Value ($000) $241 Shares 12,108 Est. Cost $17.32 Unrealized 0.0%
XLC Comm Services Select 0.0%
Value ($000) $241 Shares 2,808 Est. Cost $72.66 Unrealized
ZBRA Zebra Technologies Corp CL A 0.0%
Value ($000) $240 Shares 778 Est. Cost $268.57 Unrealized +13.2%
VST Vistra Energy Corp Com 0.0%
Value ($000) $239 Shares 2,785 Est. Cost $82.71 Unrealized 0.0%
SCHD Schwab Strategic TR US Dividend Equity ETF 0.0%
Value ($000) $239 Shares 3,043 Est. Cost $77.24 Unrealized
ES Eversource Energy Com 0.0%
Value ($000) $239 Shares 4,206 Est. Cost $52.94 Unrealized +3.8%
AMPL Amplitude Inc Class A 0.0%
Value ($000) $236 Shares 26,569 Est. Cost $17.54 Unrealized -46.5%
IFF Intl Flavors & Fragrances Inc 0.0%
Value ($000) $236 Shares 2,471 Est. Cost $77.68 Unrealized +13.9%
BTI British Amern Tob PLC Sponsored ADR 0.0%
Value ($000) $236 Shares 7,446 Est. Cost $31.67 Unrealized
CSGP Costar Group Inc Com 0.0%
Value ($000) $235 Shares 3,163 Est. Cost $86.08 Unrealized -1.6%
HWM Howmet Aerospace Inc 0.0%
Value ($000) $230 Shares 2,961 Est. Cost $61.00 Unrealized +23.6%
EPAM Epam SYS Inc Com 0.0%
Value ($000) $230 Shares 1,222 Est. Cost $249.31 Unrealized -14.5%
BHP BHP Billiton LTD Sponsored ADR 0.0%
Value ($000) $229 Shares 4,019 Est. Cost $57.09 Unrealized
CBOE CBOE HLDGS Inc Com 0.0%
Value ($000) $229 Shares 1,344 Est. Cost $180.49 Unrealized -3.0%
ROST Ross Stores Inc (state Of Inc CHGD FM Calf To Delaware) 0.0%
Value ($000) $228 Shares 1,572 Est. Cost $140.37 Unrealized -3.2%
AKAM Akamai Technologies Inc Com 0.0%
Value ($000) $228 Shares 2,534 Est. Cost $103.41 Unrealized -6.5%
JEPQ J P Morgan Exchange (traded FD Nasdaq EQT Prem) 0.0%
Value ($000) $227 Shares 4,086 Est. Cost $55.50 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $226 Shares 929 Est. Cost $157.87 Unrealized 0.0%
Hess Corp Com 0.0%
Value ($000) $225 Shares 1,525 Est. Cost $145.90 Unrealized
AOA iShares TR Core Aggressive Allocation ETF 0.0%
Value ($000) $224 Shares 3,000 Est. Cost $69.05 Unrealized
CPB Campbell Soup Co 0.0%
Value ($000) $224 Shares 4,951 Est. Cost $40.47 Unrealized +3.7%
GAP Gap Inc 0.0%
Value ($000) $222 Shares 9,308 Est. Cost $22.09 Unrealized 0.0%
PTC PTC Inc Com 0.0%
Value ($000) $221 Shares 1,219 Est. Cost $179.01 Unrealized 0.0%
FE Firstenergy Corp Com 0.0%
Value ($000) $221 Shares 5,777 Est. Cost $36.32 Unrealized 0.0%
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $220 Shares 16,479 Est. Cost $9.83 Unrealized +27.7%
ARMK Aramark Com 0.0%
Value ($000) $219 Shares 6,452 Est. Cost $31.78 Unrealized 0.0%
DLR Digital RLTY TR Inc Com 0.0%
Value ($000) $219 Shares 1,442 Est. Cost $136.41 Unrealized 0.0%
ASB ASSOCIATED BANC CORP COM 0.0%
Value ($000) $218 Shares 10,288 Est. Cost $16.60 Unrealized +19.2%
BXMT Blackstone Mortgage 0.0%
Value ($000) $217 Shares 12,053 Est. Cost $28.28 Unrealized
FHN First Horizon Natl Corp Com 0.0%
Value ($000) $217 Shares 13,644 Est. Cost $14.34 Unrealized 0.0%
ALLY Ally Finl Inc Com 0.0%
Value ($000) $217 Shares 5,469 Est. Cost $36.85 Unrealized 0.0%
CCL Carnival Corp Paired CTF 1 Com Carnival Corp & 1 TR SH Ben Int P&o Princess SPL VTG TR 0.0%
Value ($000) $215 Shares 11,484 Est. Cost $12.25 Unrealized +26.2%
WDAY Workday Inc CL A 0.0%
Value ($000) $215 Shares 960 Est. Cost $284.68 Unrealized -15.4%
PNW Pinnacle West Cap Corp Com 0.0%
Value ($000) $214 Shares 2,806 Est. Cost $70.74 Unrealized 0.0%
CTS C T S Corporation 0.0%
Value ($000) $214 Shares 4,216 Est. Cost $49.12 Unrealized 0.0%
CMS CMS Energy Corp 0.0%
Value ($000) $213 Shares 3,575 Est. Cost $57.61 Unrealized 0.0%
OBDC Owl Rock Capital Corp 0.0%
Value ($000) $212 Shares 13,464 Est. Cost $13.14 Unrealized 0.0%
EWJ iShares Inc MSCI Japan ETF New 0.0%
Value ($000) $210 Shares 3,082 Est. Cost $68.24 Unrealized
NBOS Neuberger Berman ETF TR Opt Strategy ETF 0.0%
Value ($000) $209 Shares 7,962 Est. Cost $26.04 Unrealized
ATKR Atkore Intl Group Inc Com 0.0%
Value ($000) $209 Shares 1,549 Est. Cost $154.36 Unrealized -0.2%
UGI Ugi Corp 0.0%
Value ($000) $209 Shares 9,058 Est. Cost $24.23 Unrealized 0.0%
POOL Pool Corp Com 0.0%
Value ($000) $208 Shares 678 Est. Cost $378.68 Unrealized -6.7%
AJG Gallagher Arthur J & Co 0.0%
Value ($000) $208 Shares 801 Est. Cost $244.50 Unrealized 0.0%
FN Fabrinet SHS 0.0%
Value ($000) $208 Shares 848 Est. Cost $212.12 Unrealized 0.0%
TAP Molson Coors Brewing Co CL B Non VTG STK 0.0%
Value ($000) $207 Shares 4,063 Est. Cost $58.64 Unrealized -7.0%
VLTO Veralto Corp 0.0%
Value ($000) $206 Shares 2,155 Est. Cost $94.93 Unrealized 0.0%
VEEV Veeva SYS Inc CL A Com 0.0%
Value ($000) $206 Shares 1,123 Est. Cost $214.60 Unrealized -7.5%
Kellogg Co Com 0.0%
Value ($000) $205 Shares 3,554 Est. Cost $56.18 Unrealized 0.0%
NXPI NXP Semiconductors NV Com 0.0%
Value ($000) $205 Shares 759 Est. Cost $223.03 Unrealized +12.1%
NVR NVR Inc 0.0%
Value ($000) $205 Shares 27 Est. Cost $7647.13 Unrealized 0.0%
MKC McCormick & Co Inc Com Non VTG 0.0%
Value ($000) $205 Shares 2,887 Est. Cost $64.75 Unrealized +7.7%
SJM Smucker J M Co Com New 0.0%
Value ($000) $205 Shares 1,876 Est. Cost $106.16 Unrealized 0.0%
NWS News Corporation CMN Series Class B 0.0%
Value ($000) $204 Shares 7,170 Est. Cost $26.09 Unrealized +0.9%
IXUS iShares TR Core MSCI Total Intl STK ETF 0.0%
Value ($000) $203 Shares 3,011 Est. Cost $67.86 Unrealized
IUSG iShares TR Russell 3000 Growth ETF 0.0%
Value ($000) $202 Shares 1,584 Est. Cost $127.48 Unrealized
NET Cloudflare Inc CL A 0.0%
Value ($000) $201 Shares 2,431 Est. Cost $80.68 Unrealized 0.0%
PGEN Precigen Inc Com 0.0%
Value ($000) $165 Shares 104,529 Est. Cost $2.79 Unrealized -47.9%
Qurate Retail Group Inc CMN Series A 0.0%
Value ($000) $164 Shares 260,000 Est. Cost $0.95 Unrealized
MSOS Advisorshares TR Pure US Cannabis ETF 0.0%
Value ($000) $152 Shares 20,750 Est. Cost $5.54 Unrealized
Lucid Group Incorporated 0.0%
Value ($000) $135 Shares 51,692 Est. Cost $2.67 Unrealized
SAN Banco Santander SA ADR 0.0%
Value ($000) $111 Shares 24,068 Est. Cost $4.12 Unrealized
MFG Mizuho Financial Group Inc Spon ADR 0.0%
Value ($000) $110 Shares 25,952 Est. Cost $3.86 Unrealized
LVROF Lavoro LTD Ord SHS CL A 0.0%
Value ($000) $109 Shares 20,000 Est. Cost $5.88 Unrealized -2.1%
New York CMNTY Bancorp Inc Com 0.0%
Value ($000) $83 Shares 25,850 Est. Cost $3.22 Unrealized
LYG Lloyds Banking Group PLC Spons ADR 0.0%
Value ($000) $82 Shares 30,109 Est. Cost $2.48 Unrealized
Theratechnologies 0.0%
Value ($000) $46 Shares 33,090 Est. Cost $1.66 Unrealized
GALT Galectin Therapeutics Inc Com New 0.0%
Value ($000) $45 Shares 20,000 Est. Cost $1.70 Unrealized +79.1%
TMC TMC The Metals Co Inc Common 0.0%
Value ($000) $41 Shares 30,000 Est. Cost $1.40 Unrealized +9.3%
Briacell Therapeutics Corp New Com 0.0%
Value ($000) $40 Shares 35,000 Est. Cost $6.25 Unrealized
IMUX Immunic Inc Com 0.0%
Value ($000) $24 Shares 21,600 Est. Cost $1.29 Unrealized -3.8%
BFLY Butterfly Network Incorporated Com Class A 0.0%
Value ($000) $23 Shares 26,786 Est. Cost $2.23 Unrealized -58.2%
Eyenovia Inc Com 0.0%
Value ($000) $15 Shares 25,000 Est. Cost $0.59 Unrealized
Galecto Inc Com 0.0%
Value ($000) $12 Shares 25,000 Est. Cost $0.78 Unrealized
VEEAW Plum Acquisition Corp I WT Exp 0.0%
Value ($000) $2 Shares 25,000 Est. Cost $0.03 Unrealized