Main Street Group, LTD Diversified Active

CIK: 0001965796 · Show all filings

Period: Q4 2023 (Next →)

Filing Date: Feb 15, 2024

Total Value ($000): $287,589 (100.0% shares, 0.0% debt)

Holdings (1,321)

QLD PROSHARES ULTRA QQQ ETF 12.0%
Value ($000) $34,643 Shares 455,826 Est. Cost $76.00 Unrealized
SSO PROSHARES ULTRA S&P 500 ETF 11.0%
Value ($000) $31,716 Shares 487,413 Est. Cost $65.07 Unrealized
PIMIX PIMCO INCOME INSTL 9.1%
Value ($000) $26,137 Shares 2,461,115 Est. Cost $10.62 Unrealized
PULS PGIM ULTRA SHORT BOND ETF 6.0%
Value ($000) $17,394 Shares 352,184 Est. Cost $49.39 Unrealized
SWVXX SCHWAB VALUE ADVANTAGE MONEY INV 4.8%
Value ($000) $13,690 Shares 13,689,611 Est. Cost $1.00 Unrealized
MSFT MICROSOFT CORP 3.3%
Value ($000) $9,551 Shares 25,399 Est. Cost $350.36 Unrealized 0.0%
SCHO SCHWAB SHORT TERM US TREASURY ETF 3.1%
Value ($000) $8,817 Shares 181,975 Est. Cost $48.45 Unrealized
QQQ INVSC QQQ TRUST SRS 1 ETF IV 2.3%
Value ($000) $6,633 Shares 16,195 Est. Cost $409.54 Unrealized
FAHCX FIDELITY ADVISOR HIGH INCOME ADVTG I 1.9%
Value ($000) $5,457 Shares 520,208 Est. Cost $10.49 Unrealized
PLFDX ARISTOTLE FLOATING RATE INCOME I-2 1.5%
Value ($000) $4,380 Shares 458,648 Est. Cost $9.55 Unrealized
SUTXX SCHWAB US TREASURY MONEY ULTRA 1.3%
Value ($000) $3,741 Shares 3,741,250 Est. Cost $1.00 Unrealized
US TREASUR NT 0.250624UST NOTE DUE 061524 1.2%
Value ($000) $3,403 Shares 3,480,000 Est. Cost $0.98 Unrealized
SNOXX SCHWAB TREASURY OBLIG MONEY INV 1.2%
Value ($000) $3,376 Shares 3,376,463 Est. Cost $1.00 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $3,090 Shares 16,046 Est. Cost $182.81 Unrealized 0.0%
PLSRX ARISTOTLE STRATEGIC INCOME I 1.0%
Value ($000) $2,783 Shares 266,858 Est. Cost $10.43 Unrealized
TQQQ PSHR ULTRAPRO ETF DV 0.9%
Value ($000) $2,625 Shares 51,785 Est. Cost $50.70 Unrealized
UPRO PROSHARES ULTRAPRO S&P 500 ETF 0.8%
Value ($000) $2,381 Shares 43,492 Est. Cost $54.74 Unrealized
SNAXX SCHWAB VALUE ADVANTAGE MONEY ULTRA 0.8%
Value ($000) $2,361 Shares 2,360,956 Est. Cost $1.00 Unrealized
SPY SPDR S&P 500 ETF 0.8%
Value ($000) $2,190 Shares 4,607 Est. Cost $475.40 Unrealized
US TREASU NT 0.3750724UST NOTE DUE 071524 0.7%
Value ($000) $2,042 Shares 2,094,000 Est. Cost $0.97 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.7%
Value ($000) $1,888 Shares 7,957 Est. Cost $237.23 Unrealized
SCHB SCHWAB US BROAD MARKET ETF 0.6%
Value ($000) $1,688 Shares 30,330 Est. Cost $55.67 Unrealized
AMZN AMAZON.COM INC 0.6%
Value ($000) $1,660 Shares 10,927 Est. Cost $140.18 Unrealized 0.0%
US TREASU NT 0.3750824UST NOTE DUE 081524 0.6%
Value ($000) $1,624 Shares 1,672,000 Est. Cost $0.97 Unrealized
SNVXX SCHWAB GOVERNMENT MONEY INV 0.6%
Value ($000) $1,620 Shares 1,619,542 Est. Cost $1.00 Unrealized
NSC NORFOLK SOUTHERN CO 0.5%
Value ($000) $1,529 Shares 6,470 Est. Cost $200.12 Unrealized 0.0%
SCHX SCHWAB US LARGE CAP ETF 0.5%
Value ($000) $1,425 Shares 25,267 Est. Cost $56.40 Unrealized
PONAX PIMCO INCOME A 0.4%
Value ($000) $1,156 Shares 108,824 Est. Cost $10.62 Unrealized
D DOMINION ENERGY INC 0.4%
Value ($000) $1,148 Shares 24,414 Est. Cost $40.17 Unrealized 0.0%
SNSXX SCHWAB US TREASURY MONEY INVESTOR 0.4%
Value ($000) $1,129 Shares 1,128,773 Est. Cost $1.00 Unrealized
COF CAPITAL ONE FC 0.4%
Value ($000) $1,063 Shares 8,110 Est. Cost $104.53 Unrealized 0.0%
GLD SPDR GOLD SHARES ETF 0.4%
Value ($000) $1,058 Shares 5,535 Est. Cost $191.17 Unrealized
VFIAX VANGUARD 500 INDEX ADMIRAL 0.4%
Value ($000) $1,024 Shares 2,325 Est. Cost $440.48 Unrealized
SWTSX SCHWAB TOTAL STOCK MARKET INDEX 0.4%
Value ($000) $1,015 Shares 12,528 Est. Cost $80.98 Unrealized
MISHX AB MUNICIPAL INCOME 0.3%
Value ($000) $943 Shares 84,739 Est. Cost $11.13 Unrealized
US TREASU NT 0.1250124UST NOTE DUE 011524 0.3%
Value ($000) $908 Shares 909,000 Est. Cost $1.00 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF IV 0.3%
Value ($000) $892 Shares 11,000 Est. Cost $81.10 Unrealized
US TREASU NT 1.1250125UST NOTE DUE 011525 0.3%
Value ($000) $870 Shares 903,000 Est. Cost $0.96 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $828 Shares 5,281 Est. Cost $143.59 Unrealized 0.0%
COST COSTCO WHOLESALE CO 0.3%
Value ($000) $815 Shares 1,234 Est. Cost $573.49 Unrealized 0.0%
TNA DIREXION DAILY SMALL CAPBULL 3X ETF 0.3%
Value ($000) $801 Shares 20,297 Est. Cost $39.45 Unrealized
URTY PROSHARES ULTRAPRO RUSSELL 2000 ETF 0.3%
Value ($000) $750 Shares 16,182 Est. Cost $46.37 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $742 Shares 4,367 Est. Cost $153.75 Unrealized 0.0%
PST PROSHARES ULTRASHORT LEHMAN 7-10 ETF 0.3%
Value ($000) $723 Shares 32,644 Est. Cost $22.16 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL INDX ETF 0.3%
Value ($000) $719 Shares 7,899 Est. Cost $91.05 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $711 Shares 1,488 Est. Cost $477.90 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $711 Shares 2,860 Est. Cost $237.66 Unrealized 0.0%
V VISA INC CLASS A 0.2%
Value ($000) $701 Shares 2,693 Est. Cost $242.67 Unrealized 0.0%
US TREASU NT 0.3750924UST NOTE DUE 091524 0.2%
Value ($000) $696 Shares 719,000 Est. Cost $0.97 Unrealized
CFVLX COMMERCE VALUE 0.2%
Value ($000) $685 Shares 21,990 Est. Cost $31.16 Unrealized
US TREASUR NT 50925UST NOTE DUE 093025 0.2%
Value ($000) $669 Shares 662,000 Est. Cost $1.01 Unrealized
US TREASU NT 0.3750126UST NOTE DUE 013126 0.2%
Value ($000) $660 Shares 715,000 Est. Cost $0.92 Unrealized
VB VANGUARD SMALL CAP ETF IV 0.2%
Value ($000) $633 Shares 2,968 Est. Cost $213.40 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 0.2%
Value ($000) $628 Shares 1,759 Est. Cost $350.99 Unrealized 0.0%
NVDA NVIDIA CORP 0.2%
Value ($000) $609 Shares 1,229 Est. Cost $46.31 Unrealized 0.0%
PNAIX T. ROWE PRICE ALL-CAP OPPORTUNITIES-I 0.2%
Value ($000) $606 Shares 9,484 Est. Cost $63.91 Unrealized
GOOGL ALPHABET INC. CLASS A 0.2%
Value ($000) $599 Shares 4,290 Est. Cost $133.35 Unrealized 0.0%
MGGIX MORGAN STANLEY INST GLOBAL OPP I 0.2%
Value ($000) $599 Shares 20,087 Est. Cost $29.81 Unrealized
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $588 Shares 1,346 Est. Cost $436.80 Unrealized
US TREASU NT 0.6251024UST NOTE DUE 101524 0.2%
Value ($000) $587 Shares 607,000 Est. Cost $0.97 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $587 Shares 3,787 Est. Cost $135.72 Unrealized 0.0%
FUNFX AMERICAN FUNDS FUNDAMENTAL INVS F3 0.2%
Value ($000) $577 Shares 8,074 Est. Cost $71.44 Unrealized
US TREASUR NT 0.250825UST NOTE DUE 083125 0.2%
Value ($000) $558 Shares 598,000 Est. Cost $0.93 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $530 Shares 1,528 Est. Cost $293.72 Unrealized 0.0%
NFLX NETFLIX INC 0.2%
Value ($000) $527 Shares 1,082 Est. Cost $43.65 Unrealized 0.0%
VTIP VANGUARD SHRT INF PROT SEC INDEX ETF 0.2%
Value ($000) $520 Shares 10,944 Est. Cost $47.49 Unrealized
IOFIX ALPHACENTRIC INCOME OPPORTUNITIES I 0.2%
Value ($000) $520 Shares 65,103 Est. Cost $7.98 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.2%
Value ($000) $519 Shares 1,072 Est. Cost $484.00 Unrealized
US TREASUR NT 0.751124UST NOTE DUE 111524 0.2%
Value ($000) $496 Shares 514,000 Est. Cost $0.96 Unrealized
PSLV SPROTT PHYSICAL SILVER E 0.2%
Value ($000) $488 Shares 60,436 Est. Cost $8.08 Unrealized
BGHIX BRANDYWINEGLOBAL HIGH YIELD I 0.2%
Value ($000) $488 Shares 48,292 Est. Cost $10.11 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 0.2%
Value ($000) $483 Shares 4,465 Est. Cost $108.26 Unrealized
CMCSA COMCAST CORP CLASS A 0.2%
Value ($000) $480 Shares 10,938 Est. Cost $40.09 Unrealized 0.0%
AUEIX AQR LARGE CAP DEFENSIVE STYLE I 0.2%
Value ($000) $478 Shares 21,723 Est. Cost $21.98 Unrealized
US TREASUR NT 0.251025UST NOTE DUE 103125 0.2%
Value ($000) $474 Shares 510,000 Est. Cost $0.93 Unrealized
FAHDX FIDELITY ADVISOR HIGH INCOME ADVTG A 0.2%
Value ($000) $472 Shares 41,950 Est. Cost $11.26 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.2%
Value ($000) $459 Shares 6,112 Est. Cost $75.11 Unrealized
PM PHILIP MORRIS INTL 0.2%
Value ($000) $456 Shares 4,840 Est. Cost $83.71 Unrealized 0.0%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $452 Shares 5,006 Est. Cost $86.20 Unrealized 0.0%
US TREASUR NT 51025UST NOTE DUE 103125 0.2%
Value ($000) $445 Shares 440,000 Est. Cost $1.01 Unrealized
RWL INVESCO S P 500 REVENUE ETF 0.2%
Value ($000) $442 Shares 5,182 Est. Cost $85.34 Unrealized
US TREASUR NT 30624UST NOTE DUE 063024 0.2%
Value ($000) $440 Shares 445,000 Est. Cost $0.99 Unrealized
IJH ISHARES CORE S&P MID-CAPETF 0.1%
Value ($000) $428 Shares 1,544 Est. Cost $277.29 Unrealized
US TREASUR NT 11224UST NOTE DUE 121524 0.1%
Value ($000) $426 Shares 442,000 Est. Cost $0.96 Unrealized
TMSIX THRIVENT MID CAP STOCK S 0.1%
Value ($000) $422 Shares 12,328 Est. Cost $34.19 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $406 Shares 3,692 Est. Cost $96.07 Unrealized 0.0%
VV VANGUARD LARGE CAP ETF 0.1%
Value ($000) $382 Shares 1,750 Est. Cost $218.15 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $363 Shares 1,385 Est. Cost $227.33 Unrealized 0.0%
VMC VULCAN MATERIALS COM 0.1%
Value ($000) $361 Shares 1,592 Est. Cost $208.58 Unrealized 0.0%
VGRIX JPMORGAN US VALUE A 0.1%
Value ($000) $327 Shares 4,702 Est. Cost $69.56 Unrealized
GAFFX AMERICAN FUNDS GROWTH FUND OF AMER F3 0.1%
Value ($000) $325 Shares 5,148 Est. Cost $63.16 Unrealized
PG PROCTER & GAMBLE 0.1%
Value ($000) $319 Shares 2,177 Est. Cost $140.61 Unrealized 0.0%
MGGPX MORGAN STANLEY INST GLOBAL OPP A 0.1%
Value ($000) $309 Shares 11,019 Est. Cost $28.01 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.1%
Value ($000) $308 Shares 4,918 Est. Cost $62.66 Unrealized
PARWX PARNASSUS VALUE EQUITY INVESTOR 0.1%
Value ($000) $308 Shares 6,085 Est. Cost $50.55 Unrealized
PRWAX T. ROWE PRICE ALL-CAP OPPORTUNITIES FUND 0.1%
Value ($000) $287 Shares 4,482 Est. Cost $63.95 Unrealized
VTSAX VANGUARD TOTAL STOCK MKT IDX ADM 0.1%
Value ($000) $285 Shares 2,456 Est. Cost $116.03 Unrealized
FGSIX FEDERATED HERMES MDT MID CAP GROWTH IS 0.1%
Value ($000) $285 Shares 5,908 Est. Cost $48.22 Unrealized
MBXIX CATALYSTMILLBURN HEDGE STRATEGY I 0.1%
Value ($000) $283 Shares 8,064 Est. Cost $35.09 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $279 Shares 899 Est. Cost $310.88 Unrealized
US TREASUR NT 3.250824UST NOTE DUE 083124 0.1%
Value ($000) $279 Shares 282,000 Est. Cost $0.99 Unrealized
CSX CSX CORP 0.1%
Value ($000) $278 Shares 8,015 Est. Cost $30.86 Unrealized 0.0%
META META PLATFORMS INC CLASS A 0.1%
Value ($000) $271 Shares 765 Est. Cost $323.40 Unrealized 0.0%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $268 Shares 1,789 Est. Cost $149.54 Unrealized
US TREASUR NT 1.50127UST NOTE DUE 013127 0.1%
Value ($000) $262 Shares 282,000 Est. Cost $0.93 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $261 Shares 6,466 Est. Cost $34.81 Unrealized 0.0%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $257 Shares 5,085 Est. Cost $47.98 Unrealized 0.0%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $256 Shares 3,395 Est. Cost $75.35 Unrealized
FDYZX FRANKLIN DYNATECH ADV 0.1%
Value ($000) $255 Shares 1,824 Est. Cost $139.79 Unrealized
TRAIX T. ROWE PRICE CAPITAL APPRECIATION I 0.1%
Value ($000) $254 Shares 7,483 Est. Cost $33.90 Unrealized
US TREASUR NT 0.250524UST NOTE DUE 051524 0.1%
Value ($000) $253 Shares 258,000 Est. Cost $0.98 Unrealized
US TREASUR NT 0.750526UST NOTE DUE 053126 0.1%
Value ($000) $253 Shares 274,000 Est. Cost $0.92 Unrealized
MLTAX MFS LIFETIME 2030 A 0.1%
Value ($000) $250 Shares 16,086 Est. Cost $15.54 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $238 Shares 1,397 Est. Cost $170.53 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $238 Shares 525 Est. Cost $417.42 Unrealized 0.0%
FKINX FRANKLIN INCOME A1 0.1%
Value ($000) $237 Shares 101,806 Est. Cost $2.33 Unrealized
TIPX SPDR BLOOMBERG 1 10 YR TIPS ETF 0.1%
Value ($000) $234 Shares 12,574 Est. Cost $18.59 Unrealized
AMECX AMERICAN FUNDS INCOME FUND OF AMER A 0.1%
Value ($000) $232 Shares 9,898 Est. Cost $23.44 Unrealized
US TREASUR NT 20524UST NOTE DUE 053124 0.1%
Value ($000) $232 Shares 235,000 Est. Cost $0.99 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $231 Shares 780 Est. Cost $258.68 Unrealized 0.0%
T A T & T INC 0.1%
Value ($000) $231 Shares 13,744 Est. Cost $14.21 Unrealized 0.0%
IGSB ISHARES TR IS 1-5 YR IN GR CR BD ETF 0.1%
Value ($000) $231 Shares 4,496 Est. Cost $51.27 Unrealized
US TREASUR NT 2.50424UST NOTE DUE 043024 0.1%
Value ($000) $229 Shares 231,000 Est. Cost $0.99 Unrealized
VZ VERIZON COMMUNICATN 0.1%
Value ($000) $227 Shares 6,010 Est. Cost $31.00 Unrealized 0.0%
NPFFX AMERICAN FUNDS NEW PERSPECTIVE F1 0.1%
Value ($000) $218 Shares 3,932 Est. Cost $55.48 Unrealized
TROW T ROWE PRICE GROUP 0.1%
Value ($000) $218 Shares 2,020 Est. Cost $89.69 Unrealized 0.0%
OOSAX INVESCO SENIOR FLOATING RATE A 0.1%
Value ($000) $214 Shares 32,095 Est. Cost $6.67 Unrealized
US TREASURY BILL24U S T BILL DUE 071124 0.1%
Value ($000) $214 Shares 219,000 Est. Cost $0.97 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $212 Shares 2,564 Est. Cost $76.99 Unrealized 0.0%
MCK MCKESSON CORP 0.1%
Value ($000) $211 Shares 455 Est. Cost $450.30 Unrealized 0.0%
UMBMX CARILLON SCOUT MID CAP I 0.1%
Value ($000) $210 Shares 9,616 Est. Cost $21.80 Unrealized
OAKMX OAKMARK INVESTOR 0.1%
Value ($000) $209 Shares 1,579 Est. Cost $132.60 Unrealized
PLFLX ARISTOTLE FLOATING RATE INCOME A 0.1%
Value ($000) $209 Shares 21,971 Est. Cost $9.52 Unrealized
US TREASUR NT 2.50524UST NOTE DUE 053124 0.1%
Value ($000) $208 Shares 210,000 Est. Cost $0.99 Unrealized
RTX RTX CORP 0.1%
Value ($000) $203 Shares 2,415 Est. Cost $75.63 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $200 Shares 997 Est. Cost $200.71 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $200 Shares 2,729 Est. Cost $64.89 Unrealized 0.0%
PRILX PARNASSUS CORE EQUITY INSTITUTIONAL 0.1%
Value ($000) $199 Shares 3,599 Est. Cost $55.27 Unrealized
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $197 Shares 2,475 Est. Cost $71.73 Unrealized 0.0%
US TREASUR NT 0.250725UST NOTE DUE 073125 0.1%
Value ($000) $196 Shares 209,000 Est. Cost $0.94 Unrealized
VIMAX VANGUARD MID CAP INDEX ADMIRAL 0.1%
Value ($000) $192 Shares 664 Est. Cost $289.53 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $192 Shares 2,515 Est. Cost $76.15 Unrealized
GFAFX AMERICAN FUNDS GROWTH FUND OF AMER F1 0.1%
Value ($000) $190 Shares 3,036 Est. Cost $62.63 Unrealized
US TREASUR NT 1.51124UST NOTE DUE 113024 0.1%
Value ($000) $190 Shares 196,000 Est. Cost $0.97 Unrealized
FOSCX TRIBUTARY SMALL COMPANY INSTL 0.1%
Value ($000) $189 Shares 6,371 Est. Cost $29.59 Unrealized
MRK MERCK & CO. INC. 0.1%
Value ($000) $187 Shares 1,715 Est. Cost $96.81 Unrealized 0.0%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $186 Shares 5,518 Est. Cost $27.61 Unrealized 0.0%
AMFFX AMERICAN FUNDS AMERICAN MUTUAL F1 0.1%
Value ($000) $185 Shares 3,642 Est. Cost $50.71 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $183 Shares 1,739 Est. Cost $106.71 Unrealized 0.0%
INTC INTEL CORP 0.1%
Value ($000) $182 Shares 3,623 Est. Cost $40.04 Unrealized 0.0%
PLIDX ARISTOTLE CORE INCOME I-2 0.1%
Value ($000) $180 Shares 18,443 Est. Cost $9.77 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $179 Shares 1,790 Est. Cost $97.59 Unrealized 0.0%
SPAXX FIDELITY GOVERNMENT MONEY MARKET 0.1%
Value ($000) $179 Shares 179,066 Est. Cost $1.00 Unrealized
AUENX AQR LARGE CAP DEFENSIVE STYLE N 0.1%
Value ($000) $179 Shares 8,128 Est. Cost $21.97 Unrealized
RSPT INVSC SP 500 EQUAL WEIGHT TECH ETF 0.1%
Value ($000) $178 Shares 5,453 Est. Cost $32.64 Unrealized
CWGIX AMERICAN FUNDS CAPITAL WORLD GR&INC A 0.1%
Value ($000) $176 Shares 2,930 Est. Cost $60.15 Unrealized
PNOPX PUTNAM SUSTAINABLE LEADERS A 0.1%
Value ($000) $174 Shares 1,610 Est. Cost $108.30 Unrealized
ANZAX VIRTUS CONVERTIBLE A 0.1%
Value ($000) $173 Shares 5,333 Est. Cost $32.53 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $170 Shares 573 Est. Cost $251.22 Unrealized 0.0%
DFUEX DFA US SOCIAL CORE EQUITY 2 PORTFOLIO 0.1%
Value ($000) $169 Shares 7,085 Est. Cost $23.78 Unrealized
BSIIX BLACKROCK STRATEGIC INCOME OPPS INSTL 0.1%
Value ($000) $167 Shares 17,732 Est. Cost $9.43 Unrealized
LEGAX COLUMBIA LARGE CAP GROWTH A 0.1%
Value ($000) $166 Shares 2,910 Est. Cost $57.01 Unrealized
ARTGX ARTISAN GLOBAL VALUE INVESTOR 0.1%
Value ($000) $166 Shares 7,910 Est. Cost $20.94 Unrealized
AWSHX AMERICAN FUNDS WASHINGTON MUTUAL A 0.1%
Value ($000) $161 Shares 2,817 Est. Cost $57.21 Unrealized
CWB SPDR BLOOMBERG CONVRTBL SECRS ETF 0.1%
Value ($000) $160 Shares 2,217 Est. Cost $72.16 Unrealized
BPAVX BOSTON PARTNERS ALL CAP VALUE INV 0.1%
Value ($000) $158 Shares 5,240 Est. Cost $30.10 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $157 Shares 1,200 Est. Cost $102.08 Unrealized 0.0%
TRGLX T. ROWE PRICE GLOBAL STOCK I 0.1%
Value ($000) $157 Shares 2,728 Est. Cost $57.54 Unrealized
NOIEX NORTHERN INCOME EQUITY 0.1%
Value ($000) $154 Shares 10,815 Est. Cost $14.26 Unrealized
NSGRX NORTHERN SMALL CAP CORE I 0.1%
Value ($000) $152 Shares 5,636 Est. Cost $26.99 Unrealized
CHARLES SCHWAB BA 5.424CD FDIC INS DUE 092324US 0.1%
Value ($000) $150 Shares 150,000 Est. Cost $1.00 Unrealized
CISIX CALVERT US LARGE CAP CORE RSPNB IDX I 0.1%
Value ($000) $150 Shares 3,587 Est. Cost $41.73 Unrealized
KO THE COCA-COLA CO 0.1%
Value ($000) $149 Shares 2,531 Est. Cost $53.26 Unrealized 0.0%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $146 Shares 1,035 Est. Cost $134.68 Unrealized 0.0%
US TREASU NT 0.3750425UST NOTE DUE 043025 0.1%
Value ($000) $146 Shares 154,000 Est. Cost $0.95 Unrealized
IAU ISHARES GOLD ETF 0.1%
Value ($000) $144 Shares 3,700 Est. Cost $39.03 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $143 Shares 240 Est. Cost $576.76 Unrealized 0.0%
SCHZ SCHWAB US AGGREGATE BONDETF 0.0%
Value ($000) $142 Shares 3,054 Est. Cost $46.62 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $141 Shares 225 Est. Cost $544.67 Unrealized 0.0%
DLTNX DOUBLELINE TOTAL RETURN BOND N 0.0%
Value ($000) $140 Shares 15,878 Est. Cost $8.83 Unrealized
GWPEX AMERICAN FUNDS GROWTH PORTFOLIO F2 0.0%
Value ($000) $140 Shares 6,234 Est. Cost $22.47 Unrealized
UBSI UNITED BANKSHRS INC 0.0%
Value ($000) $140 Shares 3,722 Est. Cost $31.77 Unrealized 0.0%
US TREASUR NT 20624UST NOTE DUE 063024 0.0%
Value ($000) $139 Shares 141,000 Est. Cost $0.98 Unrealized
US TREASUR NT 0.250324UST NOTE DUE 031524 0.0%
Value ($000) $139 Shares 140,000 Est. Cost $0.99 Unrealized
NWFFX AMERICAN FUNDS NEW WORLD F1 0.0%
Value ($000) $138 Shares 1,858 Est. Cost $74.54 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $138 Shares 7,820 Est. Cost $15.34 Unrealized 0.0%
WMT WALMART INC 0.0%
Value ($000) $137 Shares 869 Est. Cost $51.64 Unrealized 0.0%
EIGMX EATON VANCE GLBL MACR ABSOLUTE RETURN I 0.0%
Value ($000) $137 Shares 16,631 Est. Cost $8.22 Unrealized
PADZX PGIM ABSOLUTE RETURN BOND Z 0.0%
Value ($000) $137 Shares 15,167 Est. Cost $9.00 Unrealized
IJJ ISHARES S&P MID CAP 400 VALUE ETF 0.0%
Value ($000) $135 Shares 1,185 Est. Cost $114.04 Unrealized
US TREAS NT 4.6251026UST NOTE DUE 101526 0.0%
Value ($000) $135 Shares 133,000 Est. Cost $1.02 Unrealized
US TREASU NT 0.3751125UST NOTE DUE 113025 0.0%
Value ($000) $133 Shares 143,000 Est. Cost $0.93 Unrealized
TCREX TIAA-CREF REAL ESTATE SEC RETAIL 0.0%
Value ($000) $132 Shares 7,550 Est. Cost $17.46 Unrealized
US TREASUR NT 4.750725UST NOTE DUE 073125 0.0%
Value ($000) $132 Shares 131,000 Est. Cost $1.00 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $131 Shares 754 Est. Cost $153.29 Unrealized 0.0%
US TREASUR NT 4.250924UST NOTE DUE 093024 0.0%
Value ($000) $131 Shares 132,000 Est. Cost $0.99 Unrealized
GILD GILEAD SCIENCES INC COM USD0.001 0.0%
Value ($000) $130 Shares 1,600 Est. Cost $72.19 Unrealized 0.0%
NQQQX SHELTON NASDAQ-100 INDEX INSTITUTIONAL 0.0%
Value ($000) $129 Shares 3,813 Est. Cost $33.85 Unrealized
PDM PIEDMONT OFFICE REAL REIT 0.0%
Value ($000) $127 Shares 17,905 Est. Cost $7.11 Unrealized
IYSYX DELAWARE IVY SMID CAP CORE FUND CLASS Y 0.0%
Value ($000) $127 Shares 7,810 Est. Cost $16.24 Unrealized
IYW ISHARES US TECHNOLOGY ETF 0.0%
Value ($000) $126 Shares 1,029 Est. Cost $122.75 Unrealized
FCNTX FIDELITY CONTRAFUND 0.0%
Value ($000) $126 Shares 7,842 Est. Cost $16.09 Unrealized
US TREASUR NT 0.250525UST NOTE DUE 053125 0.0%
Value ($000) $126 Shares 134,000 Est. Cost $0.94 Unrealized
VIRGINIA COLLEGE BL 540EQPT EDUC DUE 020140 0.0%
Value ($000) $125 Shares 110,000 Est. Cost $1.14 Unrealized
AGTHX AMERICAN FUNDS GROWTH FUND OF AMER A 0.0%
Value ($000) $125 Shares 1,983 Est. Cost $63.21 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $125 Shares 1,074 Est. Cost $109.73 Unrealized 0.0%
PIMCO CORPORATE OPPORTUN 0.0%
Value ($000) $124 Shares 9,387 Est. Cost $13.24 Unrealized
VIRGINIA COLLEGE BL 442EQPT EDUC DUE 020142OID 0.0%
Value ($000) $123 Shares 120,000 Est. Cost $1.03 Unrealized
FS SPECIALTY LENDING FUND 0.0%
Value ($000) $123 Shares 33,805 Est. Cost $3.64 Unrealized
US TREASUR NT 0.250925UST NOTE DUE 093025 0.0%
Value ($000) $123 Shares 132,000 Est. Cost $0.93 Unrealized
WASHINGTON DC MET A 541MASS TRAN DUE 071541 0.0%
Value ($000) $122 Shares 110,000 Est. Cost $1.11 Unrealized
USO UNITED STATES OIL ETF 0.0%
Value ($000) $120 Shares 1,800 Est. Cost $66.65 Unrealized
US TREASU NT 0.8750124UST NOTE DUE 013124 0.0%
Value ($000) $120 Shares 120,000 Est. Cost $1.00 Unrealized
ASPIX ALGER SPECTRA I 0.0%
Value ($000) $120 Shares 5,730 Est. Cost $20.86 Unrealized
US TREASURY BILL24U S T BILL DUE 020124 0.0%
Value ($000) $119 Shares 120,000 Est. Cost $1.00 Unrealized
DBLTX DOUBLELINE TOTAL RETURN BOND I 0.0%
Value ($000) $119 Shares 13,505 Est. Cost $8.84 Unrealized
VA CMWLTH TRANS BRD 527GRNT DUE 031527 0.0%
Value ($000) $119 Shares 110,000 Est. Cost $1.08 Unrealized
ETHSX EATON VANCE WORLDWIDE HEALTH SCI A 0.0%
Value ($000) $119 Shares 9,070 Est. Cost $13.07 Unrealized
FSKAX FIDELITY TOTAL MARKET INDEX 0.0%
Value ($000) $118 Shares 893 Est. Cost $131.88 Unrealized
SWPPX SCHWAB S&P 500 INDEX 0.0%
Value ($000) $117 Shares 1,600 Est. Cost $73.13 Unrealized
IBM IBM CORP 0.0%
Value ($000) $116 Shares 712 Est. Cost $141.50 Unrealized 0.0%
VIRGINIA COLLEGE 5.2542FAC EDUC DUE 020142 0.0%
Value ($000) $116 Shares 100,000 Est. Cost $1.16 Unrealized
ARLINGTON CNTY VA 527GO UTX DUE 080127 0.0%
Value ($000) $114 Shares 105,000 Est. Cost $1.09 Unrealized
DFSVX DFA US SMALL CAP VALUE I 0.0%
Value ($000) $114 Shares 2,535 Est. Cost $44.94 Unrealized
US TREASURY BILL24U S T BILL DUE 042524 0.0%
Value ($000) $113 Shares 115,000 Est. Cost $0.98 Unrealized
US TREASUR NT 4.51124UST NOTE DUE 113024 0.0%
Value ($000) $113 Shares 113,000 Est. Cost $1.00 Unrealized
MRGAX MFS CORE EQUITY A 0.0%
Value ($000) $112 Shares 2,464 Est. Cost $45.45 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $110 Shares 1,498 Est. Cost $73.55 Unrealized
OPOCX INVESCO DISCOVERY A 0.0%
Value ($000) $109 Shares 1,305 Est. Cost $83.78 Unrealized
US TREASU NT 1.1251026UST NOTE DUE 103126 0.0%
Value ($000) $106 Shares 115,000 Est. Cost $0.92 Unrealized
FHAIX FRANKLIN HIGH INCOME A1 0.0%
Value ($000) $106 Shares 61,412 Est. Cost $1.72 Unrealized
VSMAX VANGUARD SMALL CAP INDEX ADM 0.0%
Value ($000) $106 Shares 1,020 Est. Cost $103.44 Unrealized
DFSIX DFA US SUSTAINABILITY CORE 1 0.0%
Value ($000) $105 Shares 2,804 Est. Cost $37.43 Unrealized
BAICX BLACKROCK MULTI-ASSET INCOME INVESTOR A 0.0%
Value ($000) $105 Shares 10,489 Est. Cost $9.98 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $104 Shares 1,076 Est. Cost $83.85 Unrealized 0.0%
VFTAX VANGUARD FTSE SOCIAL INDEX ADMIRAL 0.0%
Value ($000) $104 Shares 2,308 Est. Cost $45.26 Unrealized
EVFAX EATON VANCE FLOATING-RATE ADVANTAGE ADV 0.0%
Value ($000) $104 Shares 10,320 Est. Cost $10.06 Unrealized
CMRF CIM REAL ESTATE FINANCE TRUST INC 0.0%
Value ($000) $103 Shares 15,937 Est. Cost $6.48 Unrealized
IDLV INVSC S P INTL DVLPD LW VLTLTY ETF 0.0%
Value ($000) $102 Shares 3,612 Est. Cost $28.18 Unrealized
RSP INVSC S P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $100 Shares 632 Est. Cost $157.80 Unrealized
FLPSX FIDELITY LOW-PRICED STOCK 0.0%
Value ($000) $99 Shares 2,252 Est. Cost $44.09 Unrealized
US TREASUR NT 0.50325UST NOTE DUE 033125 0.0%
Value ($000) $99 Shares 104,000 Est. Cost $0.95 Unrealized
BPTRX BARON PARTNERS RETAIL 0.0%
Value ($000) $98 Shares 616 Est. Cost $159.70 Unrealized
VIRGINIA COLLEGE BL 443FAC EDUC DUE 020143OID 0.0%
Value ($000) $97 Shares 95,000 Est. Cost $1.03 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $97 Shares 1,100 Est. Cost $88.36 Unrealized
EPGAX FIDELITY ADVISOR EQUITY GROWTH A 0.0%
Value ($000) $97 Shares 5,663 Est. Cost $17.08 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value ($000) $97 Shares 1,165 Est. Cost $82.98 Unrealized
ANWPX AMERICAN FUNDS NEW PERSPECTIVE A 0.0%
Value ($000) $96 Shares 1,723 Est. Cost $55.94 Unrealized
RYOCX RYDEX NASDAQ-100 INV 0.0%
Value ($000) $96 Shares 1,360 Est. Cost $70.83 Unrealized
CSRSX COHEN & STEERS REALTY SHARES L 0.0%
Value ($000) $96 Shares 1,505 Est. Cost $63.46 Unrealized
US TREASUR NT 0.50827UST NOTE DUE 083127 0.0%
Value ($000) $95 Shares 107,000 Est. Cost $0.88 Unrealized
FLNG FLEX LNG LTD F 0.0%
Value ($000) $94 Shares 3,250 Est. Cost $22.68 Unrealized 0.0%
ETILX EVENTIDE GILEAD I 0.0%
Value ($000) $94 Shares 1,806 Est. Cost $52.22 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $94 Shares 200 Est. Cost $446.64 Unrealized 0.0%
NSRGY NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $94 Shares 813 Est. Cost $115.63 Unrealized
MFEGX MFS GROWTH A 0.0%
Value ($000) $94 Shares 593 Est. Cost $157.86 Unrealized
US TREASU NT 4.3751024UST NOTE DUE 103124 0.0%
Value ($000) $94 Shares 94,000 Est. Cost $1.00 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $94 Shares 1,819 Est. Cost $41.35 Unrealized 0.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $93 Shares 861 Est. Cost $108.41 Unrealized
TECL DIREXION DAILY TECHNO BULL 3X ETF 0.0%
Value ($000) $93 Shares 1,388 Est. Cost $66.71 Unrealized
USMV ISHARES MSCI USA MIN VOLFCTR ETF 0.0%
Value ($000) $93 Shares 1,186 Est. Cost $78.03 Unrealized
SPYV SPDR S&P 500 VALUE ETF 0.0%
Value ($000) $92 Shares 1,980 Est. Cost $46.65 Unrealized
HACAX HARBOR CAPITAL APPRECIATION INSTL 0.0%
Value ($000) $92 Shares 956 Est. Cost $96.56 Unrealized
PRGFX T. ROWE PRICE GROWTH STOCK 0.0%
Value ($000) $92 Shares 1,062 Est. Cost $86.75 Unrealized
RWO SPDR DOW JONE GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $92 Shares 2,106 Est. Cost $43.72 Unrealized
FDUXX FIDELITY TREASURY MMKT FD DAILY MONEY 0.0%
Value ($000) $92 Shares 91,932 Est. Cost $1.00 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $92 Shares 538 Est. Cost $144.89 Unrealized 0.0%
FSMAX FIDELITY EXTENDED MARKET INDEX 0.0%
Value ($000) $91 Shares 1,168 Est. Cost $78.09 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $91 Shares 2,212 Est. Cost $41.12 Unrealized
BUFTX BUFFALO DISCOVERY 0.0%
Value ($000) $90 Shares 3,767 Est. Cost $23.99 Unrealized
WRAP WRAP TECHNOLOGIES INC 0.0%
Value ($000) $90 Shares 29,000 Est. Cost $2.28 Unrealized 0.0%
IJK ISHARES S&P MID CAP 400 GRWTH ETF 0.0%
Value ($000) $90 Shares 1,133 Est. Cost $79.22 Unrealized
RDVY FT RISING DIVIDEND ACHIEVERS ETF IV 0.0%
Value ($000) $89 Shares 1,722 Est. Cost $51.68 Unrealized
US TREASU NT 3.1250825UST NOTE DUE 081525 0.0%
Value ($000) $88 Shares 90,000 Est. Cost $0.98 Unrealized
SHM SPDR NUVEN BLM SHT TM MPL BND ETF 0.0%
Value ($000) $88 Shares 1,836 Est. Cost $47.81 Unrealized
SIRIUS XM HLDGS INC 0.0%
Value ($000) $88 Shares 16,000 Est. Cost $5.47 Unrealized
ASML ASML HOLDING N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $87 Shares 115 Est. Cost $756.91 Unrealized
FBALX FIDELITY BALANCED 0.0%
Value ($000) $86 Shares 3,208 Est. Cost $26.93 Unrealized
ANNPX VIRTUS CONVERTIBLE INST 0.0%
Value ($000) $86 Shares 2,726 Est. Cost $31.69 Unrealized
SGOIX FIRST EAGLE OVERSEAS I 0.0%
Value ($000) $86 Shares 3,472 Est. Cost $24.87 Unrealized
US TREASUR NT 30724UST NOTE DUE 073124 0.0%
Value ($000) $86 Shares 87,000 Est. Cost $0.99 Unrealized
VSEQX VANGUARD STRATEGIC EQUITY INV 0.0%
Value ($000) $85 Shares 2,485 Est. Cost $34.37 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $85 Shares 1,782 Est. Cost $47.90 Unrealized
MA MASTERCARD INC CLASS A 0.0%
Value ($000) $84 Shares 198 Est. Cost $397.11 Unrealized 0.0%
VQNPX VANGUARD GROWTH & INCOME INV 0.0%
Value ($000) $84 Shares 1,515 Est. Cost $55.30 Unrealized
PRDGX T. ROWE PRICE DIVIDEND GROWTH 0.0%
Value ($000) $83 Shares 1,174 Est. Cost $70.84 Unrealized
RWJ INVESCO S&P SMALLCAP 600REV ETF 0.0%
Value ($000) $83 Shares 2,001 Est. Cost $41.43 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $83 Shares 141 Est. Cost $575.10 Unrealized 0.0%
FRSTX FRANKLIN STRATEGIC INCOME A 0.0%
Value ($000) $82 Shares 9,915 Est. Cost $8.31 Unrealized
MSFRX MFS TOTAL RETURN A 0.0%
Value ($000) $82 Shares 4,297 Est. Cost $19.11 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $82 Shares 1,349 Est. Cost $53.46 Unrealized 0.0%
SPPP SPROTT PHYSICAL PLATINUMPAL ETV 0.0%
Value ($000) $82 Shares 8,084 Est. Cost $10.09 Unrealized
VTIAX VANGUARD TOTAL INTL STOCK INDEX ADMIRAL 0.0%
Value ($000) $81 Shares 2,603 Est. Cost $31.08 Unrealized
PIONEER GLOBAL SUSTAINABLE EQUITY Y 0.0%
Value ($000) $81 Shares 4,577 Est. Cost $17.67 Unrealized
SPECX ALGER SPECTRA A 0.0%
Value ($000) $80 Shares 3,918 Est. Cost $20.49 Unrealized
EXPI EXP WORLD HLDGS INC 0.0%
Value ($000) $80 Shares 5,164 Est. Cost $13.45 Unrealized 0.0%
CVX CHEVRON CORP 0.0%
Value ($000) $80 Shares 535 Est. Cost $137.80 Unrealized 0.0%
SPIRIT REALTY CAPITA REIT 0.0%
Value ($000) $80 Shares 1,823 Est. Cost $43.69 Unrealized
BTI BRIT AMER TOBACCO FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $80 Shares 2,716 Est. Cost $29.29 Unrealized
US TREASU NT 1.3750125UST NOTE DUE 013125 0.0%
Value ($000) $79 Shares 82,000 Est. Cost $0.96 Unrealized
SWAGX SCHWAB US AGGREGATE BOND INDEX 0.0%
Value ($000) $79 Shares 8,755 Est. Cost $9.00 Unrealized
AEGFX AMERICAN FUNDS EUROPACIFIC GROWTH F1 0.0%
Value ($000) $79 Shares 1,442 Est. Cost $54.48 Unrealized
VWIGX VANGUARD INTERNATIONAL GROWTH INV 0.0%
Value ($000) $78 Shares 2,433 Est. Cost $32.02 Unrealized
OPMSX INVESCO MAIN STREET MID CAP A 0.0%
Value ($000) $77 Shares 2,880 Est. Cost $26.73 Unrealized
SENCX TOUCHSTONE LARGE CAP FOCUSED A 0.0%
Value ($000) $77 Shares 1,299 Est. Cost $59.25 Unrealized
SHOP SHOPIFY INC FCLASS A 0.0%
Value ($000) $76 Shares 970 Est. Cost $63.86 Unrealized 0.0%
WMFFX AMERICAN FUNDS WASHINGTON MUTUAL F2 0.0%
Value ($000) $76 Shares 1,321 Est. Cost $57.16 Unrealized
LOW LOWES COMPANIES INC 0.0%
Value ($000) $75 Shares 339 Est. Cost $194.73 Unrealized 0.0%
AMGN AMGEN INC. 0.0%
Value ($000) $75 Shares 261 Est. Cost $255.10 Unrealized 0.0%
DFVEX DFA US VECTOR EQUITY I 0.0%
Value ($000) $74 Shares 3,062 Est. Cost $24.22 Unrealized
US TREASURY BILL24U S T BILL DUE 040424 0.0%
Value ($000) $74 Shares 75,000 Est. Cost $0.99 Unrealized
TSCSX THRIVENT SMALL CAP STOCK S 0.0%
Value ($000) $73 Shares 2,474 Est. Cost $29.48 Unrealized
FIXIX FIDELITY ADVISOR INTL SMALL CAP CL I 0.0%
Value ($000) $73 Shares 2,301 Est. Cost $31.60 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $72 Shares 1,956 Est. Cost $28.22 Unrealized 0.0%
US TREASUR NT 2.750525UST NOTE DUE 051525 0.0%
Value ($000) $72 Shares 74,000 Est. Cost $0.98 Unrealized
LBNDX LORD ABBETT BOND-DEBENTURE A 0.0%
Value ($000) $72 Shares 10,150 Est. Cost $7.08 Unrealized
PGILX PUTNAM FOCUSED EQUITY Y 0.0%
Value ($000) $72 Shares 2,410 Est. Cost $29.69 Unrealized
LAFFX LORD ABBETT AFFILIATED A 0.0%
Value ($000) $71 Shares 4,238 Est. Cost $16.85 Unrealized
PIFZX PGIM SHORT-TERM CORPORATE BOND Z 0.0%
Value ($000) $71 Shares 6,772 Est. Cost $10.49 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $71 Shares 1,089 Est. Cost $59.53 Unrealized 0.0%
INPEX AMERICAN FUNDS CNSRV GR & INC F-2 0.0%
Value ($000) $71 Shares 5,576 Est. Cost $12.67 Unrealized
BRSP BRIGHTSPIRE CAPITAL INC COM CL A 0.0%
Value ($000) $71 Shares 9,487 Est. Cost $7.44 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $70 Shares 2,828 Est. Cost $24.79 Unrealized
IXUS ISHARES CORE MSCI TOTL INTL STCK ETF 0.0%
Value ($000) $70 Shares 1,079 Est. Cost $64.93 Unrealized
US TREASU NT 0.6250726UST NOTE DUE 073126 0.0%
Value ($000) $70 Shares 76,000 Est. Cost $0.92 Unrealized
KMX CARMAX INC 0.0%
Value ($000) $70 Shares 907 Est. Cost $67.22 Unrealized 0.0%
US TREASURY BILL24U S T BILL DUE 021524 0.0%
Value ($000) $70 Shares 70,000 Est. Cost $0.99 Unrealized
KAUAX FEDERATED HERMES KAUFMANN A 0.0%
Value ($000) $69 Shares 13,205 Est. Cost $5.25 Unrealized
MWTSX METROPOLITAN WEST TOTAL RETURN BD PLAN 0.0%
Value ($000) $68 Shares 7,874 Est. Cost $8.62 Unrealized
CZBT CITIZENS BANCORP VA 0.0%
Value ($000) $68 Shares 2,335 Est. Cost $25.51 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS 0.0%
Value ($000) $66 Shares 854 Est. Cost $77.51 Unrealized
CMJIX CALVERT US MID CAP CORE RSPNB IDX I 0.0%
Value ($000) $66 Shares 1,757 Est. Cost $37.38 Unrealized
OTCAX MFS MID CAP GROWTH A 0.0%
Value ($000) $66 Shares 2,451 Est. Cost $26.74 Unrealized
OANMX OAKMARK INSTITUTIONAL 0.0%
Value ($000) $65 Shares 492 Est. Cost $132.75 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $65 Shares 925 Est. Cost $70.35 Unrealized
SPXL DIREXION DAILY S&P 500 BULL 3X ETF 0.0%
Value ($000) $65 Shares 624 Est. Cost $103.99 Unrealized
CRWD CROWDSTRIKE HLDGS INC CLASS A 0.0%
Value ($000) $65 Shares 254 Est. Cost $209.43 Unrealized 0.0%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $64 Shares 260 Est. Cost $209.24 Unrealized 0.0%
WATFX WESTERN ASSET CORE BOND I 0.0%
Value ($000) $64 Shares 5,909 Est. Cost $10.79 Unrealized
PIONEER SELECT MID CAP GROWTH A 0.0%
Value ($000) $63 Shares 1,501 Est. Cost $42.30 Unrealized
HERNANDO CNTY F 4.12538COMB TAX DUE 060138OID 0.0%
Value ($000) $63 Shares 60,000 Est. Cost $1.05 Unrealized
PRVAX T. ROWE PRICE VIRGINIA TAX FREE BOND 0.0%
Value ($000) $62 Shares 5,524 Est. Cost $11.29 Unrealized
FTXN FIRST TRUST NASDAQ OIL AND GAS ETF 0.0%
Value ($000) $62 Shares 2,182 Est. Cost $28.31 Unrealized
ORNYX INVESCO ROCHESTER MUNICIPAL OPPS Y 0.0%
Value ($000) $62 Shares 8,936 Est. Cost $6.89 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $61 Shares 776 Est. Cost $65.40 Unrealized 0.0%
DFELX DFA ENHANCED US LARGE COMPANY I 0.0%
Value ($000) $61 Shares 4,918 Est. Cost $12.45 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $61 Shares 865 Est. Cost $63.75 Unrealized 0.0%
VBIAX VANGUARD BALANCED INDEX ADM 0.0%
Value ($000) $60 Shares 1,350 Est. Cost $44.59 Unrealized
DE DEERE & CO 0.0%
Value ($000) $60 Shares 150 Est. Cost $365.14 Unrealized 0.0%
CWI SPDR MSCI ACWI EX-US ETF 0.0%
Value ($000) $60 Shares 2,210 Est. Cost $27.04 Unrealized
BIL SPDR BLOOMBERG 1 3 MNTH T BLL ETF 0.0%
Value ($000) $59 Shares 650 Est. Cost $91.39 Unrealized
CAIBX AMERICAN FUNDS CAPITAL INCOME BLDR A 0.0%
Value ($000) $59 Shares 896 Est. Cost $66.30 Unrealized
PIONEER FUNDAMENTAL GROWTH A 0.0%
Value ($000) $59 Shares 1,911 Est. Cost $31.04 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $59 Shares 279 Est. Cost $172.33 Unrealized 0.0%
CHTH CNL HEALTHCARE PROPERTIES INC 0.0%
Value ($000) $58 Shares 8,432 Est. Cost $6.92 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $58 Shares 402 Est. Cost $144.06 Unrealized
CSDIX COHEN & STEERS REAL ESTATE SECURITIES I 0.0%
Value ($000) $58 Shares 3,482 Est. Cost $16.62 Unrealized
HYD VANECK HIGH YIELD MUNI ETF 0.0%
Value ($000) $58 Shares 1,115 Est. Cost $51.65 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $57 Shares 4,700 Est. Cost $9.63 Unrealized 0.0%
TEDIX FRANKLIN MUTUAL GLOBAL DISCOVERY A 0.0%
Value ($000) $57 Shares 1,929 Est. Cost $29.65 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $57 Shares 487 Est. Cost $117.22 Unrealized
RPHIX RIVERPARK SHORT TERM HIGH YIELD INSTL 0.0%
Value ($000) $57 Shares 5,868 Est. Cost $9.67 Unrealized
CEYIX CALVERT EQUITY I 0.0%
Value ($000) $57 Shares 620 Est. Cost $91.45 Unrealized
APGYX AB LARGE CAP GROWTH ADVISOR 0.0%
Value ($000) $56 Shares 608 Est. Cost $92.84 Unrealized
APO APOLLO GLOBAL MGMT INC N 0.0%
Value ($000) $56 Shares 600 Est. Cost $85.57 Unrealized 0.0%
ABBNY ABB LTD SPON ADR EACH REP 1 ORD SHS 0.0%
Value ($000) $56 Shares 1,111 Est. Cost $50.38 Unrealized
MUEAX MFS BLENDED RESEARCH CORE EQUITY A 0.0%
Value ($000) $56 Shares 1,783 Est. Cost $31.22 Unrealized
KDHAX DWS CROCI EQUITY DIVIDEND A 0.0%
Value ($000) $55 Shares 1,064 Est. Cost $52.16 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $55 Shares 458 Est. Cost $115.58 Unrealized 0.0%
UST PROSHARES ULTRA 7-10 YR TREASURY ETF 0.0%
Value ($000) $55 Shares 1,213 Est. Cost $45.53 Unrealized
XHB SPDR S&P HOMEBUILDERS ETF 0.0%
Value ($000) $55 Shares 575 Est. Cost $95.69 Unrealized
VVIAX VANGUARD VALUE INDEX ADM 0.0%
Value ($000) $55 Shares 937 Est. Cost $58.29 Unrealized
EIHMX EATON VANCE NATIONAL MUNICIPAL INCOME I 0.0%
Value ($000) $54 Shares 5,806 Est. Cost $9.38 Unrealized
NOW SERVICE NOW INC 0.0%
Value ($000) $54 Shares 77 Est. Cost $126.04 Unrealized 0.0%
VBIRX VANGUARD SHORT-TERM BOND INDEX ADM 0.0%
Value ($000) $54 Shares 5,342 Est. Cost $10.10 Unrealized
HASHICORP INC CLASS A 0.0%
Value ($000) $54 Shares 2,278 Est. Cost $23.64 Unrealized
NBPIX NEUBERGER BERMAN LARGE CAP VALUE INSTL 0.0%
Value ($000) $53 Shares 1,291 Est. Cost $41.29 Unrealized
SPEGX ALGER RESPONSIBLE INVESTING A 0.0%
Value ($000) $53 Shares 3,546 Est. Cost $14.98 Unrealized
PSR INVESCO ACTIVE U.S. REALESTATE FUND 0.0%
Value ($000) $53 Shares 580 Est. Cost $91.54 Unrealized
DRI DARDEN RESTAURANTS 0.0%
Value ($000) $53 Shares 323 Est. Cost $141.79 Unrealized 0.0%
ABRYX INVESCO BALANCED-RISK ALLOCATION Y 0.0%
Value ($000) $53 Shares 6,043 Est. Cost $8.77 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $53 Shares 328 Est. Cost $143.16 Unrealized 0.0%
LZAGF LONZA GP AG ZUERIC ORDF 0.0%
Value ($000) $52 Shares 124 Est. Cost $390.44 Unrealized 0.0%
ABALX AMERICAN FUNDS AMERICAN BALANCED A 0.0%
Value ($000) $52 Shares 1,625 Est. Cost $31.99 Unrealized
CHESAPEAKE BAY BRID 541TOLL TRAN DUE 070141 0.0%
Value ($000) $52 Shares 50,000 Est. Cost $1.03 Unrealized
MMUFX MFS UTILITIES A 0.0%
Value ($000) $52 Shares 2,466 Est. Cost $20.91 Unrealized
DFLVX DFA US LARGE CAP VALUE I 0.0%
Value ($000) $51 Shares 1,155 Est. Cost $44.55 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $51 Shares 400 Est. Cost $91.47 Unrealized 0.0%
NBD BK N A DETRO 8.2524 DUE 110124 0.0%
Value ($000) $51 Shares 50,000 Est. Cost $1.02 Unrealized
PIGIX PIMCO INVESTMENT GRADE CREDIT BOND INSTL 0.0%
Value ($000) $51 Shares 5,653 Est. Cost $8.99 Unrealized
DIFIX MFS DIVERSIFIED INCOME I 0.0%
Value ($000) $51 Shares 4,222 Est. Cost $11.99 Unrealized
PILOT KNOB TEXAS 3.7533GO UTX DUE 021533OID 0.0%
Value ($000) $51 Shares 50,000 Est. Cost $1.01 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $51 Shares 519 Est. Cost $88.09 Unrealized 0.0%
HARRIS-MONTGOMERY T 433GO UTX DUE 090133BUILD AMERICA MUTUAL 0.0%
Value ($000) $51 Shares 50,000 Est. Cost $1.01 Unrealized
HAMPTON RDS TRANSN 445EXCISE TAX DUE 070145 0.0%
Value ($000) $50 Shares 50,000 Est. Cost $1.01 Unrealized
US TREASU NT 4.6250625UST NOTE DUE 063025 0.0%
Value ($000) $50 Shares 50,000 Est. Cost $1.00 Unrealized
EVUAX ALLSPRING UTIL AND TELECOMMS A 0.0%
Value ($000) $50 Shares 3,053 Est. Cost $16.42 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $50 Shares 495 Est. Cost $95.72 Unrealized 0.0%
US TREASURY BILL24U S T BILL DUE 011824 0.0%
Value ($000) $50 Shares 50,000 Est. Cost $1.00 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $50 Shares 11,164 Est. Cost $4.46 Unrealized
GOLDMAN SACHS INT 5.125 DUE 021425 0.0%
Value ($000) $50 Shares 50,000 Est. Cost $1.00 Unrealized
US TREASU NT 2.3750224UST NOTE DUE 022924 0.0%
Value ($000) $50 Shares 50,000 Est. Cost $1.00 Unrealized
DIFAX MFS DIVERSIFIED INCOME A 0.0%
Value ($000) $49 Shares 4,122 Est. Cost $11.99 Unrealized
PDBZX PGIM TOTAL RETURN BOND Z 0.0%
Value ($000) $49 Shares 4,099 Est. Cost $12.05 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $49 Shares 1,330 Est. Cost $30.38 Unrealized 0.0%
LOUDOUN CNTY VA 333GO UTX DUE 120133 0.0%
Value ($000) $49 Shares 50,000 Est. Cost $0.98 Unrealized
BALANCED POOL 0.0%
Value ($000) $48 Shares 642 Est. Cost $75.50 Unrealized
BMBN BENCHMARK BANKSHARES 0.0%
Value ($000) $48 Shares 2,060 Est. Cost $20.95 Unrealized 0.0%
TCSEX TIAA-CREF QUANT SMALL-CAP EQUITY RETAIL 0.0%
Value ($000) $48 Shares 2,917 Est. Cost $16.58 Unrealized
FNSTX FIDELITY INFRASTRUCTURE 0.0%
Value ($000) $48 Shares 3,964 Est. Cost $12.19 Unrealized
DFSCX DFA US MICRO CAP I 0.0%
Value ($000) $48 Shares 1,838 Est. Cost $26.29 Unrealized
TRBCX T. ROWE PRICE BLUE CHIP GROWTH 0.0%
Value ($000) $48 Shares 323 Est. Cost $149.52 Unrealized
TFBVX T. ROWE PRICE VIRGINIA TAX FREE BOND I 0.0%
Value ($000) $48 Shares 4,275 Est. Cost $11.29 Unrealized
TIMUX TRANSAMERICA INTERMEDIATE MUNI I 0.0%
Value ($000) $48 Shares 4,476 Est. Cost $10.78 Unrealized
RPFGX DAVIS FINANCIAL A 0.0%
Value ($000) $48 Shares 932 Est. Cost $51.34 Unrealized
MDLZ MONDELEZ INTL CLASS A 0.0%
Value ($000) $48 Shares 657 Est. Cost $64.31 Unrealized 0.0%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $47 Shares 851 Est. Cost $49.67 Unrealized 0.0%
DES WISDOMTREE US SMALLCAP DIVIDEND ETF 0.0%
Value ($000) $47 Shares 1,462 Est. Cost $32.17 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $47 Shares 376 Est. Cost $124.97 Unrealized
REZ ISHS RESI AND MULTI REALESTATE ETF 0.0%
Value ($000) $47 Shares 635 Est. Cost $73.52 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $46 Shares 1,070 Est. Cost $38.09 Unrealized 0.0%
ETTGX EATON VANCE TX-MGD GROWTH 1.1 A 0.0%
Value ($000) $46 Shares 486 Est. Cost $94.97 Unrealized
EPD ENTERPRISE PRODS PART LP 0.0%
Value ($000) $46 Shares 1,750 Est. Cost $26.35 Unrealized
DNP SELECT INCOME CF 0.0%
Value ($000) $46 Shares 5,405 Est. Cost $8.48 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $46 Shares 90 Est. Cost $507.38 Unrealized
US TREASUR NT 4.50726UST NOTE DUE 071526 0.0%
Value ($000) $45 Shares 45,000 Est. Cost $1.01 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $45 Shares 178 Est. Cost $250.70 Unrealized
VTTSX VANGUARD TARGET RETIREMENT 2060 FUND 0.0%
Value ($000) $44 Shares 967 Est. Cost $45.78 Unrealized
CMTFX COLUMBIA GLOBAL TECHNOLOGY GROWTH INST 0.0%
Value ($000) $44 Shares 630 Est. Cost $70.23 Unrealized
US TREASUR NT 0.750826UST NOTE DUE 083126 0.0%
Value ($000) $44 Shares 48,000 Est. Cost $0.92 Unrealized
FBTAX FIDELITY ADVISOR BIOTECHNOLOGY A 0.0%
Value ($000) $44 Shares 1,607 Est. Cost $27.34 Unrealized
WSHFX AMERICAN FUNDS WASHINGTON MUTUAL F1 0.0%
Value ($000) $44 Shares 768 Est. Cost $56.98 Unrealized
PRSVX T. ROWE PRICE SMALL-CAP VALUE 0.0%
Value ($000) $43 Shares 832 Est. Cost $52.01 Unrealized
ARTKX ARTISAN INTERNATIONAL VALUE INVESTOR 0.0%
Value ($000) $43 Shares 938 Est. Cost $45.85 Unrealized
MSI MOTOROLA SOLUTIONS 0.0%
Value ($000) $43 Shares 137 Est. Cost $295.69 Unrealized 0.0%
TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $43 Shares 636 Est. Cost $67.38 Unrealized
AVEGX AVE MARIA GROWTH 0.0%
Value ($000) $43 Shares 956 Est. Cost $44.76 Unrealized
CSHTX AB TAXABLE MULTI-SECTOR INCOME 0.0%
Value ($000) $42 Shares 4,379 Est. Cost $9.70 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $42 Shares 27 Est. Cost $1417.24 Unrealized 0.0%
MSIGX INVESCO MAIN STREET A 0.0%
Value ($000) $42 Shares 851 Est. Cost $49.74 Unrealized
US TREASUR NT 4.51125UST NOTE DUE 111525 0.0%
Value ($000) $42 Shares 42,000 Est. Cost $1.00 Unrealized
ETN EATON CORP PLC F 0.0%
Value ($000) $42 Shares 175 Est. Cost $215.55 Unrealized 0.0%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $42 Shares 1,136 Est. Cost $36.96 Unrealized
DODLX DODGE & COX GLOBAL BOND I 0.0%
Value ($000) $41 Shares 3,772 Est. Cost $10.94 Unrealized
ADP AUTO DATA PROCESSING 0.0%
Value ($000) $41 Shares 174 Est. Cost $222.04 Unrealized 0.0%
IDEV ISHARES CORE MSCI INTERNATIONAL ETF 0.0%
Value ($000) $41 Shares 637 Est. Cost $63.66 Unrealized
PIMCO STRATEGIC INCOME C 0.0%
Value ($000) $41 Shares 6,668 Est. Cost $6.08 Unrealized
US TREASU NT 1.1250225UST NOTE DUE 022825 0.0%
Value ($000) $40 Shares 42,000 Est. Cost $0.96 Unrealized
TEQIX FRANKLIN MUTUAL QUEST A 0.0%
Value ($000) $40 Shares 2,982 Est. Cost $13.44 Unrealized
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $40 Shares 566 Est. Cost $58.41 Unrealized 0.0%
EATVX EATON VANCE TX-MGD VALUE A 0.0%
Value ($000) $40 Shares 1,084 Est. Cost $36.49 Unrealized
US TREASUR NT 0.250625UST NOTE DUE 063025 0.0%
Value ($000) $39 Shares 42,000 Est. Cost $0.94 Unrealized
US TREASUR NT 1.250824UST NOTE DUE 083124 0.0%
Value ($000) $39 Shares 40,000 Est. Cost $0.98 Unrealized
OPGIX INVESCO GLOBAL OPPORTUNITIES A 0.0%
Value ($000) $39 Shares 763 Est. Cost $50.81 Unrealized
BOSOX BOSTON TRUST WALDEN SMALL CAP 0.0%
Value ($000) $39 Shares 2,268 Est. Cost $16.99 Unrealized
VO VANGUARD MID CAP ETF 0.0%
Value ($000) $38 Shares 165 Est. Cost $233.25 Unrealized
BPTIX BARON PARTNERS INSTITUTIONAL 0.0%
Value ($000) $38 Shares 230 Est. Cost $166.22 Unrealized
BDX BECTON DICKINSON&CO 0.0%
Value ($000) $38 Shares 156 Est. Cost $236.50 Unrealized 0.0%
NEWFX AMERICAN FUNDS NEW WORLD A 0.0%
Value ($000) $38 Shares 507 Est. Cost $75.15 Unrealized
KR KROGER CO 0.0%
Value ($000) $38 Shares 827 Est. Cost $42.39 Unrealized 0.0%
US TREASU NT 2.3750824UST NOTE DUE 081524 0.0%
Value ($000) $37 Shares 38,000 Est. Cost $0.98 Unrealized
NASDX SHELTON NASDAQ-100 INDEX INVESTOR 0.0%
Value ($000) $37 Shares 1,104 Est. Cost $33.83 Unrealized
IICIX VOYA INTERMEDIATE BOND I 0.0%
Value ($000) $37 Shares 4,244 Est. Cost $8.78 Unrealized
BUD ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $37 Shares 576 Est. Cost $64.70 Unrealized
AXIS CAPITAL H 5.5 PFDPFD SER E 0.0%
Value ($000) $37 Shares 1,756 Est. Cost $20.91 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $37 Shares 121 Est. Cost $303.17 Unrealized
PBDIX T. ROWE PRICE QM U.S. BOND INDEX FUND 0.0%
Value ($000) $37 Shares 3,771 Est. Cost $9.72 Unrealized
FRVAX FRANKLIN VA TAX FREE INCOME A1 0.0%
Value ($000) $37 Shares 3,652 Est. Cost $10.03 Unrealized
PRMTX T. ROWE PRICE COMM & TECH INVESTOR 0.0%
Value ($000) $36 Shares 303 Est. Cost $119.67 Unrealized
FPURX FIDELITY PURITAN 0.0%
Value ($000) $36 Shares 1,547 Est. Cost $23.32 Unrealized
PKSFX VIRTUS KAR SMALL-CAP CORE I 0.0%
Value ($000) $36 Shares 692 Est. Cost $52.08 Unrealized
SAMBX VIRTUS SEIX FLOATING RATE HIGH INC I 0.0%
Value ($000) $36 Shares 4,540 Est. Cost $7.92 Unrealized
PKW INVSC BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $36 Shares 361 Est. Cost $99.02 Unrealized
XLE ENERGY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $36 Shares 424 Est. Cost $83.83 Unrealized
FLTRX NUVEEN LIMITED TERM MUNICIPAL BOND I 0.0%
Value ($000) $36 Shares 3,250 Est. Cost $10.93 Unrealized
BPAIX BOSTON PARTNERS ALL CAP VALUE INSTL 0.0%
Value ($000) $36 Shares 1,172 Est. Cost $30.30 Unrealized
AIVSX AMERICAN FUNDS INVMT CO OF AMER A 0.0%
Value ($000) $35 Shares 703 Est. Cost $50.43 Unrealized
EIBIX EATON VANCE INCOME FUND OF BOSTON I 0.0%
Value ($000) $35 Shares 6,859 Est. Cost $5.14 Unrealized
SAM BOSTON BEER COMPANY INC 0.0%
Value ($000) $35 Shares 102 Est. Cost $350.71 Unrealized 0.0%
PTTRX PIMCO TOTAL RETURN INSTL 0.0%
Value ($000) $35 Shares 4,059 Est. Cost $8.65 Unrealized
VIRGINIA ST PUB BLD 538VP DUE 080138 0.0%
Value ($000) $35 Shares 30,000 Est. Cost $1.17 Unrealized
BALFX AMERICAN FUNDS AMERICAN BALANCED F1 0.0%
Value ($000) $35 Shares 1,079 Est. Cost $31.98 Unrealized
ET ENERGY TRANSFER L P LP 0.0%
Value ($000) $34 Shares 2,499 Est. Cost $13.80 Unrealized
O REALTY INCOME CORP REIT 0.0%
Value ($000) $34 Shares 600 Est. Cost $46.49 Unrealized 0.0%
CRSP CRISPR THERAPEUTICS F 0.0%
Value ($000) $34 Shares 550 Est. Cost $55.02 Unrealized 0.0%
DFREX DFA REAL ESTATE SECURITIES I 0.0%
Value ($000) $34 Shares 877 Est. Cost $39.25 Unrealized
CB CHUBB LTD F 0.0%
Value ($000) $34 Shares 152 Est. Cost $213.74 Unrealized 0.0%
RSPU INVSC SP 500 EQUAL WEIGHT UTILTS ETF 0.0%
Value ($000) $34 Shares 630 Est. Cost $54.56 Unrealized
ONGAX JPMORGAN INVESTOR GROWTH A 0.0%
Value ($000) $34 Shares 1,496 Est. Cost $22.95 Unrealized
US TREASU NT 1.8750824UST NOTE DUE 083124 0.0%
Value ($000) $34 Shares 35,000 Est. Cost $0.98 Unrealized
DFSTX DFA US SMALL CAP I 0.0%
Value ($000) $34 Shares 766 Est. Cost $44.39 Unrealized
FZBXX FIDELITY GOVT MMKT DAILY MONEY CLASS 0.0%
Value ($000) $34 Shares 33,958 Est. Cost $1.00 Unrealized
US TREASURY BILL24U S T BILL DUE 011624 0.0%
Value ($000) $34 Shares 34,000 Est. Cost $1.00 Unrealized
XLK TECHNOLOGY SELECT SECTORSPDR ETF 0.0%
Value ($000) $34 Shares 175 Est. Cost $192.60 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $34 Shares 245 Est. Cost $137.07 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.0%
Value ($000) $33 Shares 646 Est. Cost $47.02 Unrealized 0.0%
UYG PROSHARES ULTRA FINANCIALS ETF 0.0%
Value ($000) $33 Shares 600 Est. Cost $55.20 Unrealized
CHARLES SCHWAB B 5.3524CD FDIC INS DUE 092324US 0.0%
Value ($000) $33 Shares 33,000 Est. Cost $1.00 Unrealized
CHARLES SCHWAB B 5.0524CD FDIC INS DUE 100724US 0.0%
Value ($000) $33 Shares 33,000 Est. Cost $1.00 Unrealized
PLSFX ARISTOTLE STRATEGIC INCOME I-2 0.0%
Value ($000) $33 Shares 3,132 Est. Cost $10.51 Unrealized
DFEOX DFA US CORE EQUITY 1 I 0.0%
Value ($000) $33 Shares 909 Est. Cost $36.10 Unrealized
APGAX AB LARGE CAP GROWTH A 0.0%
Value ($000) $33 Shares 396 Est. Cost $82.67 Unrealized
ARTHX ARTISAN GLOBAL EQUITY INVESTOR 0.0%
Value ($000) $33 Shares 1,807 Est. Cost $18.08 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $32 Shares 171 Est. Cost $156.99 Unrealized 0.0%
KAUFMAN CNTY TX 431GO UTX DUE 021531 0.0%
Value ($000) $32 Shares 30,000 Est. Cost $1.07 Unrealized
VFIDX VANGUARD INTERM-TERM INVESTMENT-GRDE ADM 0.0%
Value ($000) $32 Shares 3,702 Est. Cost $8.68 Unrealized
IEMG ISHARES CORE MSCI EMERGING ETF 0.0%
Value ($000) $32 Shares 635 Est. Cost $50.58 Unrealized
WELLS FARGO BANK, 4.924CD FDIC INS DUE 110424US 0.0%
Value ($000) $32 Shares 32,000 Est. Cost $1.00 Unrealized
VTHR VANGUARD SCOTTSDALE FDS VANGUARD RUSS3000 IDX FD ETF SHS 0.0%
Value ($000) $32 Shares 150 Est. Cost $212.83 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $32 Shares 412 Est. Cost $29.01 Unrealized 0.0%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $32 Shares 344 Est. Cost $92.26 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $31 Shares 119 Est. Cost $223.60 Unrealized 0.0%
NFFFX AMERICAN FUNDS NEW WORLD F2 0.0%
Value ($000) $31 Shares 418 Est. Cost $74.86 Unrealized
VFSUX VANGUARD SHORT-TERM INVESTMENT-GRADE ADM 0.0%
Value ($000) $31 Shares 3,057 Est. Cost $10.23 Unrealized
VWILX VANGUARD INTERNATIONAL GROWTH ADM 0.0%
Value ($000) $31 Shares 305 Est. Cost $101.87 Unrealized
THIIX THORNBURG LIMITED TERM INCOME INSTL 0.0%
Value ($000) $31 Shares 2,411 Est. Cost $12.82 Unrealized
CFAGX COMMERCE MIDCAP GROWTH 0.0%
Value ($000) $31 Shares 709 Est. Cost $43.50 Unrealized
RHHBY ROCHE HOLDINGS ADR 0.0%
Value ($000) $31 Shares 850 Est. Cost $36.23 Unrealized
CGJIX CALVERT US LARGE CAP GROWTH RSPNB IDX I 0.0%
Value ($000) $31 Shares 569 Est. Cost $54.09 Unrealized
AB GLOBAL REAL ESTATE INVESTMENT A 0.0%
Value ($000) $31 Shares 2,144 Est. Cost $14.27 Unrealized
US TREASU NT 0.3750424UST NOTE DUE 041524 0.0%
Value ($000) $31 Shares 31,000 Est. Cost $0.99 Unrealized
ACN ACCENTURE PLC FCLASS A 0.0%
Value ($000) $31 Shares 87 Est. Cost $312.68 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value ($000) $30 Shares 1,054 Est. Cost $26.40 Unrealized 0.0%
FXAIX FIDELITY 500 INDEX 0.0%
Value ($000) $30 Shares 181 Est. Cost $165.66 Unrealized
OPTAX INVESCO AMT-FREE MUNICIPAL A 0.0%
Value ($000) $30 Shares 4,285 Est. Cost $6.99 Unrealized
CCI CROWN CASTLE INC REIT 0.0%
Value ($000) $30 Shares 260 Est. Cost $90.81 Unrealized 0.0%
BEAUFORT CNTY SC 327GO UTX DUE 030127 0.0%
Value ($000) $30 Shares 30,000 Est. Cost $1.00 Unrealized
MSEGX MORGAN STANLEY INST GROWTH A 0.0%
Value ($000) $30 Shares 867 Est. Cost $34.42 Unrealized
IYY ISHARES DOW JONES US ETF 0.0%
Value ($000) $30 Shares 256 Est. Cost $116.53 Unrealized
FDRXX FIDELITY GOVERNMENT CASH RESERVES 0.0%
Value ($000) $30 Shares 29,757 Est. Cost $1.00 Unrealized
FEDERATED HERMES GOVERNMENT INC SECS IS 0.0%
Value ($000) $29 Shares 3,856 Est. Cost $7.64 Unrealized
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $29 Shares 428 Est. Cost $56.12 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $29 Shares 306 Est. Cost $92.19 Unrealized 0.0%
BTU PEABODY ENERGY CORPORATI 0.0%
Value ($000) $29 Shares 1,200 Est. Cost $23.39 Unrealized 0.0%
GPC GENUINE PARTS CO 0.0%
Value ($000) $29 Shares 209 Est. Cost $128.49 Unrealized 0.0%
TTD THE TRADE DESK INC CLASS A 0.0%
Value ($000) $29 Shares 400 Est. Cost $73.47 Unrealized 0.0%
VBR VANGUARD SMALL CAP VALUEETF 0.0%
Value ($000) $29 Shares 159 Est. Cost $179.96 Unrealized
SPUU DIREXION DAILY S P 500 BULL 2X ETF 0.0%
Value ($000) $29 Shares 277 Est. Cost $103.26 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $28 Shares 95 Est. Cost $280.77 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $28 Shares 8 Est. Cost $3067.93 Unrealized 0.0%
MS MORGAN STANLEY COM USD0.01 0.0%
Value ($000) $28 Shares 304 Est. Cost $74.81 Unrealized 0.0%
WBD WARNER BROTHERS DISCOVER 0.0%
Value ($000) $28 Shares 2,453 Est. Cost $10.79 Unrealized 0.0%
GVIP GOLDMAN SACHS HEDGE INDUSTRY VIP ETF 0.0%
Value ($000) $28 Shares 290 Est. Cost $95.84 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $28 Shares 208 Est. Cost $111.04 Unrealized 0.0%
TOYOF TOYOTA MOTOR CORP ORDF 0.0%
Value ($000) $28 Shares 1,500 Est. Cost $18.25 Unrealized 0.0%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $28 Shares 790 Est. Cost $32.16 Unrealized 0.0%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $27 Shares 236 Est. Cost $106.01 Unrealized 0.0%
FBSAX FRANKLIN MUTUAL U.S. MID CAP VALUE ADV 0.0%
Value ($000) $27 Shares 760 Est. Cost $35.86 Unrealized
AFRAX INVESCO FLOATING RATE ESG A 0.0%
Value ($000) $27 Shares 3,985 Est. Cost $6.82 Unrealized
VOE VANGUARD MID CAP VALUE ETF 0.0%
Value ($000) $27 Shares 186 Est. Cost $145.01 Unrealized
PYPL PAYPAL HOLDINGS INCORPOR 0.0%
Value ($000) $27 Shares 439 Est. Cost $57.15 Unrealized 0.0%
VTMGX VANGUARD DEVELOPED MARKETS INDEX ADMIRAL 0.0%
Value ($000) $27 Shares 1,740 Est. Cost $15.41 Unrealized
RPTIX T. ROWE PRICE MID-CAP GROWTH I 0.0%
Value ($000) $27 Shares 265 Est. Cost $100.48 Unrealized
TICRX TIAA-CREF SOCIAL CHOICE EQ RETAIL 0.0%
Value ($000) $26 Shares 1,196 Est. Cost $22.04 Unrealized
PLUS EPLUS INC 0.0%
Value ($000) $26 Shares 330 Est. Cost $66.83 Unrealized 0.0%
MDDCX BLACKROCK EMERGING MKTS INV A 0.0%
Value ($000) $26 Shares 1,120 Est. Cost $23.31 Unrealized
PRJIX T. ROWE PRICE NEW HORIZONS I 0.0%
Value ($000) $26 Shares 461 Est. Cost $56.57 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $26 Shares 183 Est. Cost $118.40 Unrealized 0.0%
USB US BANCORP 0.0%
Value ($000) $26 Shares 600 Est. Cost $33.10 Unrealized 0.0%
VA SMALL BUS FI HLT 437SYST HLTH DUE 110137 0.0%
Value ($000) $26 Shares 25,000 Est. Cost $1.03 Unrealized
COLUMBIA DIVIDEND INCOME INST2 0.0%
Value ($000) $26 Shares 830 Est. Cost $31.00 Unrealized
VOT VANGUARD MID CAP GROWTH ETF 0.0%
Value ($000) $26 Shares 117 Est. Cost $219.56 Unrealized
FTA FIRST TR LRG CP VAL ALPHADEX ETF 0.0%
Value ($000) $26 Shares 360 Est. Cost $70.84 Unrealized
VA ST PUB BLDG AUTH 433FAC BLDG DUE 080133 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $1.01 Unrealized
FSRFX SELECT TRANSPORTATION 0.0%
Value ($000) $25 Shares 241 Est. Cost $104.77 Unrealized
MIAMI-DADE CN FL 433GO UTX DUE 070133 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $1.01 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $25 Shares 627 Est. Cost $35.44 Unrealized 0.0%
HSY HERSHEY CO 0.0%
Value ($000) $25 Shares 135 Est. Cost $177.67 Unrealized 0.0%
DFUSX DFA US LARGE COMPANY I 0.0%
Value ($000) $25 Shares 795 Est. Cost $31.65 Unrealized
LEXINGTON COUNTY SO 424GO UTX DUE 030124 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $1.00 Unrealized
RIO HONDO TX ISD 433GO UTX DUE 021533 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $1.00 Unrealized
FMTZX FRANKLIN MODERATE ALLOCATION ADVISOR 0.0%
Value ($000) $25 Shares 1,734 Est. Cost $14.42 Unrealized
SOUTHPOINT BANK 5.3525CD FDIC INS DUE 082925US 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $1.00 Unrealized
FADMX FIDELITY STRATEGIC INCOME FUND 0.0%
Value ($000) $25 Shares 2,183 Est. Cost $11.40 Unrealized
NEVADA ST 333GO LTX DUE 080133OID XTRO 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $0.99 Unrealized
SFNNX SCHWAB FDMTL INTL LG CO IDX 0.0%
Value ($000) $25 Shares 2,358 Est. Cost $10.50 Unrealized
DOUGLAS CN NE SD #0 332GO UTX DUE 121532 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $0.99 Unrealized
MEMPHIS TN 3.536GO UTX DUE 060136 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $0.99 Unrealized
KTCAX DWS SCIENCE AND TECHNOLOGY A 0.0%
Value ($000) $25 Shares 800 Est. Cost $30.75 Unrealized
ED CONSOLIDATED EDISON 0.0%
Value ($000) $25 Shares 270 Est. Cost $83.05 Unrealized 0.0%
GD GENERAL DYNAMICS CO 0.0%
Value ($000) $24 Shares 94 Est. Cost $234.24 Unrealized 0.0%
DFCEX DFA EMERGING MARKETS CORE EQUITY I 0.0%
Value ($000) $24 Shares 1,087 Est. Cost $22.42 Unrealized
PRHSX T. ROWE PRICE HEALTH SCIENCES 0.0%
Value ($000) $24 Shares 274 Est. Cost $88.19 Unrealized
DTEGY DEUTSCHE TELEKOM AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $24.13 Unrealized
VFFVX VANGUARD TARGET RETIREMENT 2055 FUND 0.0%
Value ($000) $24 Shares 484 Est. Cost $49.76 Unrealized
MSVAX MFS VA MUNICIPAL BOND A 0.0%
Value ($000) $24 Shares 2,313 Est. Cost $10.39 Unrealized
ZTS ZOETIS INC CLASS A 0.0%
Value ($000) $24 Shares 120 Est. Cost $172.86 Unrealized 0.0%
CME CME GROUP INC COM 0.0%
Value ($000) $24 Shares 112 Est. Cost $194.65 Unrealized 0.0%
ZURVY ZURICH INSURANCE GROUP FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS 0.0%
Value ($000) $24 Shares 450 Est. Cost $52.28 Unrealized
WGIFX AMERICAN FUNDS CAPITAL WORLD GR&INC F2 0.0%
Value ($000) $23 Shares 389 Est. Cost $60.05 Unrealized
CINF CINCINNATI FINL 0.0%
Value ($000) $23 Shares 225 Est. Cost $96.11 Unrealized 0.0%
APD AIR PROD & CHEMICALS 0.0%
Value ($000) $23 Shares 85 Est. Cost $259.21 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDGS PUB LTD CO SEAGATE TECHNOLOGY HOLDINGS PLC ORDINARY SHARES ISIN #IE00BKVD2N49 0.0%
Value ($000) $23 Shares 272 Est. Cost $70.61 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $23 Shares 177 Est. Cost $119.71 Unrealized 0.0%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $23 Shares 76 Est. Cost $304.54 Unrealized
ABNB AIRBNB INC CLASS A 0.0%
Value ($000) $23 Shares 170 Est. Cost $128.95 Unrealized 0.0%
US TREASUR NT 0.750426UST NOTE DUE 043026 0.0%
Value ($000) $23 Shares 25,000 Est. Cost $0.93 Unrealized
VCRIX MAINSTAY CBRE GLOBAL INFRASTRUCTURE I 0.0%
Value ($000) $23 Shares 1,861 Est. Cost $12.42 Unrealized
VYCAX VOYA CORPORATE LEADERS 100 A 0.0%
Value ($000) $23 Shares 1,058 Est. Cost $21.79 Unrealized
FMPOX FIDELITY ADVISOR MID CAP VALUE CL I 0.0%
Value ($000) $23 Shares 794 Est. Cost $28.81 Unrealized
PSA PUBLIC STORAGE REIT 0.0%
Value ($000) $23 Shares 75 Est. Cost $242.81 Unrealized 0.0%
FIDELITY ADVISOR LARGE CAP CL I 0.0%
Value ($000) $23 Shares 531 Est. Cost $43.06 Unrealized
MSC INCOME FUND INC COM 0.0%
Value ($000) $23 Shares 2,978 Est. Cost $7.67 Unrealized
TAP MOLSON COORS BEVERAGE CLCLASS B 0.0%
Value ($000) $23 Shares 372 Est. Cost $55.95 Unrealized 0.0%
ODMAX INVESCO DEVELOPING MARKETS A 0.0%
Value ($000) $23 Shares 572 Est. Cost $39.38 Unrealized
VIGAX VANGUARD GROWTH INDEX ADMIRAL 0.0%
Value ($000) $22 Shares 140 Est. Cost $160.46 Unrealized
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $22 Shares 150 Est. Cost $128.87 Unrealized 0.0%
TMO THERMO FISHER SCNTFC 0.0%
Value ($000) $22 Shares 42 Est. Cost $480.76 Unrealized 0.0%
CLX CLOROX CO 0.0%
Value ($000) $22 Shares 156 Est. Cost $124.04 Unrealized 0.0%
GLW CORNING INC 0.0%
Value ($000) $22 Shares 730 Est. Cost $27.12 Unrealized 0.0%
GS GOLDMAN SACHS GROUP 0.0%
Value ($000) $22 Shares 57 Est. Cost $317.74 Unrealized 0.0%
FRDPX FRANKLIN RISING DIVIDENDS A 0.0%
Value ($000) $22 Shares 247 Est. Cost $88.57 Unrealized
ORLY O REILLY AUTOMOTIVE 0.0%
Value ($000) $22 Shares 23 Est. Cost $63.20 Unrealized 0.0%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $22 Shares 280 Est. Cost $78.02 Unrealized
MFC MANULIFE FINL F 0.0%
Value ($000) $22 Shares 980 Est. Cost $19.21 Unrealized 0.0%
MSSGX MORGAN STANLEY INST INCEPTION I 0.0%
Value ($000) $22 Shares 1,755 Est. Cost $12.34 Unrealized
PIONEER DISCIPLINED GROWTH A 0.0%
Value ($000) $22 Shares 1,324 Est. Cost $16.31 Unrealized
A AGILENT TECHNOLOGIES 0.0%
Value ($000) $21 Shares 154 Est. Cost $117.22 Unrealized 0.0%
SCHA SCHWAB US SMALL CAP ETF 0.0%
Value ($000) $21 Shares 454 Est. Cost $47.27 Unrealized
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $21 Shares 52 Est. Cost $363.43 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $21 Shares 82 Est. Cost $213.87 Unrealized 0.0%
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $21 Shares 304 Est. Cost $70.16 Unrealized
FNPFX AMERICAN FUNDS NEW PERSPECTIVE F3 0.0%
Value ($000) $21 Shares 372 Est. Cost $56.04 Unrealized
DFDMX DF DENT MIDCAP GROWTH INVESTOR 0.0%
Value ($000) $21 Shares 629 Est. Cost $33.12 Unrealized
GFFFX AMERICAN FUNDS GROWTH FUND OF AMER F2 0.0%
Value ($000) $21 Shares 330 Est. Cost $62.93 Unrealized
JSCVX JANUS HENDERSON SMALL CAP VALUE T 0.0%
Value ($000) $20 Shares 866 Est. Cost $23.61 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $20 Shares 131 Est. Cost $155.89 Unrealized
SPDW SPDR PORTFOLIO DVLPD WRLD EX-US ETF 0.0%
Value ($000) $20 Shares 600 Est. Cost $34.02 Unrealized
KNSL KINSALE CAPITAL GROUP IN 0.0%
Value ($000) $20 Shares 60 Est. Cost $369.74 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY 0.0%
Value ($000) $20 Shares 225 Est. Cost $76.96 Unrealized 0.0%
EATON CORP PLC 7.62524 DUE 040124 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $1.01 Unrealized
ESLOY ESSILOR INTL S A FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.0%
Value ($000) $20 Shares 200 Est. Cost $100.49 Unrealized
DEMZX DELAWARE EMERGING MARKETS R6 0.0%
Value ($000) $20 Shares 1,030 Est. Cost $19.48 Unrealized
TGEIX TCW EMERGING MARKETS INCOME I 0.0%
Value ($000) $20 Shares 3,102 Est. Cost $6.43 Unrealized
US TREASURY BILL24U S T BILL DUE 020624 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $0.99 Unrealized
CCLAX CALVERT CONSERVATIVE ALLOCATION A 0.0%
Value ($000) $20 Shares 1,151 Est. Cost $17.28 Unrealized
BNPP 092325 MTN 0 25F DUE 092325 0.0%
Value ($000) $20 Shares 15,000 Est. Cost $1.33 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 0.0%
Value ($000) $20 Shares 200 Est. Cost $99.25 Unrealized
FNDB SCHWAB FUNDAMENTAL US BROAD MKT ETF 0.0%
Value ($000) $20 Shares 324 Est. Cost $61.20 Unrealized
US TREASU NT 2.1250924UST NOTE DUE 093024 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $0.98 Unrealized
VBK VANGUARD SMALL CAP GROWTH ETF 0.0%
Value ($000) $20 Shares 81 Est. Cost $241.75 Unrealized
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $20 Shares 58 Est. Cost $298.09 Unrealized 0.0%
IVT INVENTRUST PPTYS CORP COM NEW 0.0%
Value ($000) $20 Shares 770 Est. Cost $25.34 Unrealized
AEP AMER ELECTRIC PWR CO 0.0%
Value ($000) $20 Shares 240 Est. Cost $71.72 Unrealized 0.0%
WSO WATSCO INC 0.0%
Value ($000) $19 Shares 45 Est. Cost $387.45 Unrealized 0.0%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $19 Shares 392 Est. Cost $48.82 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $19 Shares 100 Est. Cost $161.47 Unrealized 0.0%
NKE NIKE INC CLASS B 0.0%
Value ($000) $19 Shares 175 Est. Cost $102.99 Unrealized 0.0%
DFSPX DFA INTL SUSTAINABILITY CORE 1 0.0%
Value ($000) $19 Shares 1,545 Est. Cost $12.25 Unrealized
OSMAX INVESCO INTERNATIONAL SMALL-MID COM A 0.0%
Value ($000) $19 Shares 439 Est. Cost $43.01 Unrealized
LABFX LORD ABBETT MULTI-ASSET BALANCED OPP A 0.0%
Value ($000) $19 Shares 1,721 Est. Cost $10.93 Unrealized
CION CION INVT CORP COM 0.0%
Value ($000) $19 Shares 1,659 Est. Cost $7.64 Unrealized 0.0%
NI NISOURCE INC 00500 0.0%
Value ($000) $19 Shares 700 Est. Cost $24.04 Unrealized 0.0%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $19 Shares 259 Est. Cost $59.52 Unrealized 0.0%
TRREX T. ROWE PRICE REAL ESTATE 0.0%
Value ($000) $18 Shares 1,518 Est. Cost $12.13 Unrealized
DREVX BNY MELLON LARGE CAP SECURITIES INC 0.0%
Value ($000) $18 Shares 1,126 Est. Cost $16.30 Unrealized
MITTX MFS MASSACHUSETTS INVESTORS TR A 0.0%
Value ($000) $18 Shares 532 Est. Cost $34.36 Unrealized
UPS UNITED PARCEL SRVC CLASS B 0.0%
Value ($000) $18 Shares 116 Est. Cost $134.26 Unrealized 0.0%
FGZMX FIDELITY NEW MARKETS INCOME I 0.0%
Value ($000) $18 Shares 1,464 Est. Cost $12.42 Unrealized
EGFFX EDGEWOOD GROWTH RETAIL 0.0%
Value ($000) $18 Shares 445 Est. Cost $40.54 Unrealized
US STEEL 0.0%
Value ($000) $18 Shares 370 Est. Cost $48.65 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $18 Shares 137 Est. Cost $119.35 Unrealized 0.0%
PFPWX PARNASSUS VALUE EQUITY INSTITUTIONAL 0.0%
Value ($000) $18 Shares 353 Est. Cost $50.66 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $18 Shares 130 Est. Cost $135.85 Unrealized
USFR WISDOMTREE FLOATING RATETREASRY ETF 0.0%
Value ($000) $18 Shares 350 Est. Cost $50.24 Unrealized
NAT NORDIC AMERICAN TANKERS LIMITE COM 0.0%
Value ($000) $18 Shares 4,171 Est. Cost $4.25 Unrealized 0.0%
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $17 Shares 170 Est. Cost $101.76 Unrealized
CSEIX COHEN & STEERS REAL ESTATE SECURITIES A 0.0%
Value ($000) $17 Shares 1,111 Est. Cost $15.48 Unrealized
GSK GSK PLC SPON ADS EACH REP 2 ORD SHS 0.0%
Value ($000) $17 Shares 464 Est. Cost $37.06 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $17 Shares 70 Est. Cost $215.94 Unrealized 0.0%
VMBS VANGUARD MORTGAGE BACKEDSEC ETF 0.0%
Value ($000) $17 Shares 366 Est. Cost $46.36 Unrealized
VWUSX VANGUARD US GROWTH INVESTOR 0.0%
Value ($000) $17 Shares 298 Est. Cost $56.72 Unrealized
UBT PROSHARES ULTRA 20 YR TREASURY ETF 0.0%
Value ($000) $17 Shares 750 Est. Cost $22.47 Unrealized
US TREASUR NT 1.50826UST NOTE DUE 081526 0.0%
Value ($000) $17 Shares 18,000 Est. Cost $0.94 Unrealized
OPGSX INVESCO GOLD & SPECIAL MINERALS A 0.0%
Value ($000) $17 Shares 734 Est. Cost $22.91 Unrealized
PLSTX ARISTOTLE STRATEGIC INCOME A 0.0%
Value ($000) $17 Shares 1,600 Est. Cost $10.51 Unrealized
SCHH CHARLES SCHWAB US REIT ETF 0.0%
Value ($000) $17 Shares 811 Est. Cost $20.71 Unrealized
OMSOX INVESCO MAIN STREET ALL CAP A 0.0%
Value ($000) $17 Shares 728 Est. Cost $22.89 Unrealized
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $17 Shares 318 Est. Cost $34.87 Unrealized 0.0%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $16 Shares 140 Est. Cost $117.72 Unrealized
AIFRX ABRDN GLOBAL INFRASTRUCTURE INSTL 0.0%
Value ($000) $16 Shares 712 Est. Cost $23.13 Unrealized
VTAPX VANGUARD SHRT-TERM INFL-PROT SEC IDX ADM 0.0%
Value ($000) $16 Shares 688 Est. Cost $23.82 Unrealized
US TREASU NT 4.6250926UST NOTE DUE 091526 0.0%
Value ($000) $16 Shares 16,000 Est. Cost $1.01 Unrealized
RRRAX DWS RREEF REAL ESTATE SECURITIES A 0.0%
Value ($000) $16 Shares 760 Est. Cost $21.05 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $16 Shares 69 Est. Cost $210.35 Unrealized 0.0%
PKSAX VIRTUS KAR SMALL-CAP CORE A 0.0%
Value ($000) $16 Shares 333 Est. Cost $47.89 Unrealized
EW EDWARDS LIFESCIENCES 0.0%
Value ($000) $16 Shares 208 Est. Cost $69.58 Unrealized 0.0%
OPPAX INVESCO GLOBAL A 0.0%
Value ($000) $16 Shares 176 Est. Cost $89.91 Unrealized
NUVEEN NASDAQ 100 DYNAMI 0.0%
Value ($000) $16 Shares 683 Est. Cost $23.15 Unrealized
SCHM CHARLES SCHWAB US MC ETF 0.0%
Value ($000) $16 Shares 209 Est. Cost $75.51 Unrealized
MARYLAND ST 432GO UTX DUE 080132 0.0%
Value ($000) $16 Shares 15,000 Est. Cost $1.05 Unrealized
WFC WELLS FARGO & CO 0.0%
Value ($000) $16 Shares 319 Est. Cost $41.03 Unrealized 0.0%
WD WALKER & DUNLOP INC 0.0%
Value ($000) $16 Shares 141 Est. Cost $76.89 Unrealized 0.0%
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $16 Shares 68 Est. Cost $205.32 Unrealized 0.0%
FISV FISERV INC 0.0%
Value ($000) $16 Shares 118 Est. Cost $122.71 Unrealized 0.0%
FS CREDIT OPPORTUNIT 0.0%
Value ($000) $16 Shares 2,756 Est. Cost $5.67 Unrealized
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $16 Shares 92 Est. Cost $169.27 Unrealized
SFENX SCHWAB FDMTL EMERG MKTS LG CO IDX 0.0%
Value ($000) $16 Shares 1,828 Est. Cost $8.51 Unrealized
RCL ROYAL CARIBBEAN GROUP F 0.0%
Value ($000) $16 Shares 120 Est. Cost $100.17 Unrealized 0.0%
TRV TRAVELERS COMPANIES 0.0%
Value ($000) $16 Shares 81 Est. Cost $166.66 Unrealized 0.0%
GWPFX AMERICAN FUNDS GROWTH PORTFOLIO F1 0.0%
Value ($000) $15 Shares 692 Est. Cost $22.38 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $15 Shares 718 Est. Cost $18.40 Unrealized 0.0%
SYM SYMBOTIC INC CLASS A 0.0%
Value ($000) $15 Shares 300 Est. Cost $43.84 Unrealized 0.0%
ADM ARCHER-DANIELS-MIDLN 0.0%
Value ($000) $15 Shares 213 Est. Cost $67.79 Unrealized 0.0%
IMCG ISHARES MORGSTAR MID CAPGRO ETF 0.0%
Value ($000) $15 Shares 238 Est. Cost $64.53 Unrealized
JOHN HANCOCK PREMIUM DIV 0.0%
Value ($000) $15 Shares 1,419 Est. Cost $10.65 Unrealized
MORGAN STANLEY BA 4.824CD FDIC INS DUE 102124US 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $1.00 Unrealized
GENERAL ELECTRIC 4.524 DUE 061524 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $1.00 Unrealized
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $15 Shares 78 Est. Cost $189.94 Unrealized
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $15 Shares 86 Est. Cost $145.50 Unrealized 0.0%
BDSAX BLACKROCK ADVANTAGE SMALL CAP CORE INV A 0.0%
Value ($000) $15 Shares 892 Est. Cost $16.47 Unrealized
VTMSX VANGUARD TAX-MANAGED SMALL CAP ADM 0.0%
Value ($000) $15 Shares 165 Est. Cost $88.35 Unrealized
UDR UDR INC. REIT 0.0%
Value ($000) $14 Shares 378 Est. Cost $31.90 Unrealized 0.0%
HGOAX HARTFORD GROWTH OPPORTUNITIES A 0.0%
Value ($000) $14 Shares 342 Est. Cost $42.12 Unrealized
SGENX FIRST EAGLE GLOBAL A 0.0%
Value ($000) $14 Shares 226 Est. Cost $63.35 Unrealized
BNDX VANGUARD TOTAL INTERNATLBND ETF IV 0.0%
Value ($000) $14 Shares 290 Est. Cost $49.36 Unrealized
VYX NCR VOYIX CORP 0.0%
Value ($000) $14 Shares 846 Est. Cost $15.95 Unrealized 0.0%
SWSSX SCHWAB SMALL CAP INDEX 0.0%
Value ($000) $14 Shares 438 Est. Cost $32.55 Unrealized
CPNG COUPANG INC CLASS A 0.0%
Value ($000) $14 Shares 878 Est. Cost $16.50 Unrealized 0.0%
WALGREENS BOOTS ALLI 0.0%
Value ($000) $14 Shares 543 Est. Cost $26.13 Unrealized
JETS ETF SER SOLUTIONS US GLB JETS 0.0%
Value ($000) $14 Shares 737 Est. Cost $19.05 Unrealized
MALVX BLACKROCK ADVANTAGE LARGE CAP VAL INSTL 0.0%
Value ($000) $14 Shares 466 Est. Cost $30.00 Unrealized
LNWO LIGHT & WONDER INC 0.0%
Value ($000) $14 Shares 170 Est. Cost $80.25 Unrealized 0.0%
PAVE GLOBAL X US INFRA DVLPMNT ETF 0.0%
Value ($000) $14 Shares 401 Est. Cost $34.48 Unrealized
MBGAF MERCEDES BENZ GROUP AG COMMON SHARES 0.0%
Value ($000) $14 Shares 200 Est. Cost $56.05 Unrealized 0.0%
BBWI BATH & BODY WKS INC 0.0%
Value ($000) $14 Shares 319 Est. Cost $31.67 Unrealized 0.0%
COR CENCORA INC 0.0%
Value ($000) $14 Shares 66 Est. Cost $191.75 Unrealized 0.0%
MIGFX MFS MASSACHUSETTS INV GR STK A 0.0%
Value ($000) $14 Shares 343 Est. Cost $39.46 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $14 Shares 125 Est. Cost $108.16 Unrealized
ANCFX AMERICAN FUNDS FUNDAMENTAL INVS A 0.0%
Value ($000) $14 Shares 189 Est. Cost $71.51 Unrealized
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.0%
Value ($000) $13 Shares 325 Est. Cost $41.26 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $13 Shares 370 Est. Cost $30.24 Unrealized 0.0%
VASVX VANGUARD SELECTED VALUE INV 0.0%
Value ($000) $13 Shares 458 Est. Cost $28.94 Unrealized
NUVEEN VIRGINIA QLTY MNC 0.0%
Value ($000) $13 Shares 1,228 Est. Cost $10.78 Unrealized
HNDL STRATGY SHARS NASDAQ 7HANDL INDX ETF 0.0%
Value ($000) $13 Shares 640 Est. Cost $20.68 Unrealized
US TREASUR NT 50825UST NOTE DUE 083125 0.0%
Value ($000) $13 Shares 13,000 Est. Cost $1.01 Unrealized
NHHS NORTHSTAR HEALTHCARE INCOME IN COM 0.0%
Value ($000) $13 Shares 4,956 Est. Cost $0.74 Unrealized 0.0%
IGE ISHARES NORTH AMERICAN NATURAL RESOU 0.0%
Value ($000) $13 Shares 320 Est. Cost $40.72 Unrealized
ZIONS BANCORP, NT 5.424CD FDIC INS DUE 092724US 0.0%
Value ($000) $13 Shares 13,000 Est. Cost $1.00 Unrealized
CHARLES SCHWAB B 5.0525CD FDIC INS DUE 032825US 0.0%
Value ($000) $13 Shares 13,000 Est. Cost $1.00 Unrealized
VLXVX VANGUARD TARGET RETIREMENT 2065 FUND 0.0%
Value ($000) $13 Shares 431 Est. Cost $30.03 Unrealized
US TREASU NT 0.1250224UST NOTE DUE 021524 0.0%
Value ($000) $13 Shares 13,000 Est. Cost $0.99 Unrealized
VEVFX VANGUARD EXPLORER VALUE INV 0.0%
Value ($000) $13 Shares 297 Est. Cost $43.16 Unrealized
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $13 Shares 300 Est. Cost $46.55 Unrealized 0.0%
MACGX MORGAN STANLEY INST DISCOVERY A 0.0%
Value ($000) $13 Shares 1,236 Est. Cost $10.28 Unrealized
DODIX DODGE & COX INCOME I 0.0%
Value ($000) $13 Shares 1,003 Est. Cost $12.63 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $13 Shares 48 Est. Cost $262.25 Unrealized
MEIIX MFS VALUE I 0.0%
Value ($000) $13 Shares 264 Est. Cost $47.61 Unrealized
PWJZX PGIM JENNISON INTERNATIONAL OPPS Z 0.0%
Value ($000) $12 Shares 436 Est. Cost $28.49 Unrealized
XLB SPDR FUND MATERIALS SELECT SECTR ETF 0.0%
Value ($000) $12 Shares 145 Est. Cost $85.54 Unrealized
BIMBX BLACKROCK SYSTEMATIC MULTI-STRAT INSTL 0.0%
Value ($000) $12 Shares 1,259 Est. Cost $9.84 Unrealized
MDB MONGODB INC CLASS A 0.0%
Value ($000) $12 Shares 30 Est. Cost $379.37 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $12 Shares 345 Est. Cost $35.49 Unrealized
EATON VANCE TAX MANAGED 0.0%
Value ($000) $12 Shares 980 Est. Cost $12.33 Unrealized
MMIIX MFS MUNICIPAL HIGH INCOME I 0.0%
Value ($000) $12 Shares 1,652 Est. Cost $7.31 Unrealized
BEN FRANKLIN RESOURCES 0.0%
Value ($000) $12 Shares 402 Est. Cost $21.97 Unrealized 0.0%
FSMLX FRANKLIN SMALL CAP GROWTH R6 0.0%
Value ($000) $12 Shares 493 Est. Cost $24.20 Unrealized
PEDIX PIMCO EXTENDED DURATION INSTL 0.0%
Value ($000) $12 Shares 794 Est. Cost $14.82 Unrealized
SCHR SCHWAB INTERMEDIATE TERMUS TRS ETF 0.0%
Value ($000) $12 Shares 235 Est. Cost $49.73 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $12 Shares 271 Est. Cost $35.90 Unrealized 0.0%
NEZYX LOOMIS SAYLES STRATEGIC INCOME Y 0.0%
Value ($000) $11 Shares 964 Est. Cost $11.90 Unrealized
CMG CHIPOTLE MEXICAN GRL 0.0%
Value ($000) $11 Shares 5 Est. Cost $41.61 Unrealized 0.0%
SYNA SYNAPTICS INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $99.25 Unrealized 0.0%
BLACKROCK INC 0.0%
Value ($000) $11 Shares 14 Est. Cost $811.71 Unrealized
RYCEY ROLLS-ROYCE HOLDINGS P FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $11 Shares 3,000 Est. Cost $3.78 Unrealized
AMP AMERIPRISE FINL 0.0%
Value ($000) $11 Shares 29 Est. Cost $333.50 Unrealized 0.0%
FIFTH THIRD B 4.95 PFDPFD SER K 0.0%
Value ($000) $11 Shares 500 Est. Cost $22.44 Unrealized
DDVAX DELAWARE VALUE A 0.0%
Value ($000) $11 Shares 668 Est. Cost $16.79 Unrealized
VTABX VANGUARD TOTAL INTL BD IDX ADMIRAL 0.0%
Value ($000) $11 Shares 565 Est. Cost $19.73 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $11 Shares 20 Est. Cost $469.47 Unrealized 0.0%
VASGX VANGUARD LIFESTRATEGY GROWTH INV 0.0%
Value ($000) $11 Shares 267 Est. Cost $41.55 Unrealized
XLU SELECT SECTOR UTI SELECTSPDR ETF 0.0%
Value ($000) $11 Shares 175 Est. Cost $63.33 Unrealized
FIDELITY ADVISOR ENERGY A 0.0%
Value ($000) $11 Shares 259 Est. Cost $42.75 Unrealized
UNH UNITEDHEALTH GRP INC 0.0%
Value ($000) $11 Shares 21 Est. Cost $511.31 Unrealized 0.0%
XLRE REAL ESTATE SELECT SCTR SPDR ETF 0.0%
Value ($000) $11 Shares 275 Est. Cost $40.06 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $11 Shares 707 Est. Cost $15.58 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $11 Shares 185 Est. Cost $45.87 Unrealized 0.0%
DOW DOW INC COM 0.0%
Value ($000) $11 Shares 200 Est. Cost $44.66 Unrealized 0.0%
MAC THE MACERICH CO REIT 0.0%
Value ($000) $11 Shares 704 Est. Cost $15.43 Unrealized
HISF FIRST TRUST EXCHANGE-TRADED FUND IV FIRST TRUST HIGH INCOME STRATEGIC FOCUS ETF 0.0%
Value ($000) $11 Shares 241 Est. Cost $44.98 Unrealized
US TREASUR NT 3.50925UST NOTE DUE 091525 0.0%
Value ($000) $11 Shares 11,000 Est. Cost $0.99 Unrealized
BIP 5 PERP 14 BROOKFIELD INFRA 5 PFDPFD SER 14 0.0%
Value ($000) $11 Shares 680 Est. Cost $15.91 Unrealized
BF/A BROWN FORMAN CORP CLASS A 0.0%
Value ($000) $11 Shares 180 Est. Cost $55.86 Unrealized 0.0%
VMGRX VANGUARD MID CAP GROWTH INV 0.0%
Value ($000) $11 Shares 457 Est. Cost $23.31 Unrealized
BLUEROCK TOTAL INCOME REAL ESTATE I 0.0%
Value ($000) $11 Shares 351 Est. Cost $30.30 Unrealized
PONPX PIMCO INCOME I2 0.0%
Value ($000) $11 Shares 999 Est. Cost $10.63 Unrealized
MU MICRON TECHNOLOGY 0.0%
Value ($000) $11 Shares 124 Est. Cost $73.62 Unrealized 0.0%
JRE JANUS HENDERSON U S REALESTATE ETF 0.0%
Value ($000) $11 Shares 464 Est. Cost $22.76 Unrealized
FRPT FRESHPET INC 0.0%
Value ($000) $10 Shares 120 Est. Cost $68.50 Unrealized 0.0%
WPC WP CAREY INC COM 0.0%
Value ($000) $10 Shares 160 Est. Cost $64.88 Unrealized
PARNX PARNASSUS MID CAP GROWTH INVESTOR 0.0%
Value ($000) $10 Shares 186 Est. Cost $55.66 Unrealized
HASI HANNON ARMSTRONG SUS REIT 0.0%
Value ($000) $10 Shares 374 Est. Cost $19.17 Unrealized 0.0%
PINS PINTEREST INC CLASS A 0.0%
Value ($000) $10 Shares 278 Est. Cost $31.43 Unrealized 0.0%
NATL NCR ATLEOS CORP 0.0%
Value ($000) $10 Shares 423 Est. Cost $22.89 Unrealized 0.0%
AVEFX AVE MARIA BOND 0.0%
Value ($000) $10 Shares 869 Est. Cost $11.77 Unrealized
SAN BANCO SANTANDER S.A. ADR 0.0%
Value ($000) $10 Shares 2,466 Est. Cost $4.14 Unrealized
SMCWX AMERICAN FUNDS SMALLCAP WORLD A 0.0%
Value ($000) $10 Shares 152 Est. Cost $66.94 Unrealized
VRTX VERTEX PHARMACEUTICA 0.0%
Value ($000) $10 Shares 25 Est. Cost $369.42 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGI 0.0%
Value ($000) $10 Shares 131 Est. Cost $69.79 Unrealized 0.0%
CHARLES SCHWAB BA 5.224CD FDIC INS DUE 050224US 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
WELLS FARGO BANK 4.724CD FDIC INS DUE 080624US 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
VERONA PHARMA PLC FUNSPONSORED ADR 1 ADR REPS 8 ORD SHS 0.0%
Value ($000) $10 Shares 500 Est. Cost $19.88 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $10 Shares 80 Est. Cost $102.16 Unrealized 0.0%
US TREASURY BILL24U S T BILL DUE 022924 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.99 Unrealized
GUGGENHEIM CR INCOME FD 2016 T COM 0.0%
Value ($000) $10 Shares 6,911 Est. Cost $1.43 Unrealized
TSM TAIWAN SEMICONDUCTR FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.0%
Value ($000) $10 Shares 95 Est. Cost $104.00 Unrealized
GENERAL ELECTRIC 4.525 DUE 111525 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.98 Unrealized
VWNFX VANGUARD WINDSOR II INV 0.0%
Value ($000) $10 Shares 227 Est. Cost $42.98 Unrealized
TIPZ PIMCO BROAD US TIPS INDEX ETF 0.0%
Value ($000) $10 Shares 181 Est. Cost $53.59 Unrealized
SOPYX CLEARBRIDGE DIVIDEND STRATEGY I 0.0%
Value ($000) $10 Shares 334 Est. Cost $28.99 Unrealized
VTRIX VANGUARD INTERNATIONAL VALUE INV 0.0%
Value ($000) $10 Shares 238 Est. Cost $40.43 Unrealized
FRSGX FRANKLIN SMALL-MID CAP GROWTH A 0.0%
Value ($000) $10 Shares 271 Est. Cost $35.24 Unrealized
PTIMX PERFORMANCE TRUST MUNICIPAL BOND INSTL 0.0%
Value ($000) $10 Shares 411 Est. Cost $23.22 Unrealized
EAAFX ALLSPRING ASSET ALLOCATION A 0.0%
Value ($000) $9 Shares 684 Est. Cost $13.81 Unrealized
TCEHY TENCENT HOLDINGS FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $9 Shares 250 Est. Cost $37.79 Unrealized
USNQX VICTORY NASDAQ-100 INDEX 0.0%
Value ($000) $9 Shares 223 Est. Cost $42.09 Unrealized
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $9 Shares 80 Est. Cost $117.28 Unrealized
AIQ GLOBAL X FUND GLB X ART INTL TGY ETF 0.0%
Value ($000) $9 Shares 300 Est. Cost $31.18 Unrealized
PJT P J T PARTNERS INCORPORACLASS A 0.0%
Value ($000) $9 Shares 91 Est. Cost $84.58 Unrealized 0.0%
AB ALLIANCEBERNSTEIN HOL LP 0.0%
Value ($000) $9 Shares 300 Est. Cost $31.03 Unrealized
GLDM SPDR GOLD MINISHARES ETV 0.0%
Value ($000) $9 Shares 227 Est. Cost $40.91 Unrealized
ACAAX ALGER CAPITAL APPRECIATION A 0.0%
Value ($000) $9 Shares 367 Est. Cost $25.29 Unrealized
ANOIX AMERICAN CENTURY SMALL CAP GROWTH INV 0.0%
Value ($000) $9 Shares 496 Est. Cost $18.68 Unrealized
SHY ISHARES 1-3 YEAR TREASRYBOND ETF 0.0%
Value ($000) $9 Shares 112 Est. Cost $82.54 Unrealized
PGTAX PUTNAM GLOBAL TECHNOLOGY A 0.0%
Value ($000) $9 Shares 157 Est. Cost $58.03 Unrealized
PGJ INVSC GOLDEN DRAGON ETF 0.0%
Value ($000) $9 Shares 350 Est. Cost $26.03 Unrealized
SCE TRUST II 5.1 PFDPFD 0.0%
Value ($000) $9 Shares 440 Est. Cost $20.61 Unrealized
DELAWARE MID CAP GROWTH EQUITY A 0.0%
Value ($000) $9 Shares 570 Est. Cost $15.90 Unrealized
IMAX IMAX CORP COM ISIN #CA45245E1097 0.0%
Value ($000) $9 Shares 600 Est. Cost $17.11 Unrealized 0.0%
ZM ZOOM VIDEO COMMUNICATIONCLASS A 0.0%
Value ($000) $9 Shares 125 Est. Cost $66.13 Unrealized 0.0%
COLUMBIA DIVIDEND INCOME INST 0.0%
Value ($000) $9 Shares 293 Est. Cost $30.48 Unrealized
SPH SUBURBAN PROPANE PART LP 0.0%
Value ($000) $9 Shares 500 Est. Cost $17.76 Unrealized
PRNHX T. ROWE PRICE NEW HORIZONS 0.0%
Value ($000) $9 Shares 157 Est. Cost $56.50 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $9 Shares 168 Est. Cost $52.37 Unrealized
NEU NEWMARKET CORPORATN 0.0%
Value ($000) $9 Shares 16 Est. Cost $484.07 Unrealized 0.0%
FTCOX FRANKLIN COREFOLIO ALLOCATION A 0.0%
Value ($000) $9 Shares 406 Est. Cost $21.44 Unrealized
VRNS VARONIS SYS INC 0.0%
Value ($000) $9 Shares 192 Est. Cost $37.62 Unrealized 0.0%
JD JD COM INC FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $9 Shares 300 Est. Cost $28.89 Unrealized
FSTYX FEDERATED HERMES SHORT-TERM INCOME IS 0.0%
Value ($000) $9 Shares 1,027 Est. Cost $8.41 Unrealized
ICE INTERCONTINENTAL EXC 0.0%
Value ($000) $9 Shares 67 Est. Cost $110.43 Unrealized 0.0%
JCI JOHNSON CONTROLS INTER F 0.0%
Value ($000) $9 Shares 148 Est. Cost $50.71 Unrealized 0.0%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $9 Shares 298 Est. Cost $24.91 Unrealized 0.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $8 Shares 71 Est. Cost $111.08 Unrealized 0.0%
FDN FIRST TRUST INTERNET INDEX CF ETF 0.0%
Value ($000) $8 Shares 45 Est. Cost $186.51 Unrealized
FDAAX FRANKLIN FLOATING RATE DAILY ACCESS ADV 0.0%
Value ($000) $8 Shares 1,079 Est. Cost $7.75 Unrealized
DGEIX DFA GLOBAL EQUITY I 0.0%
Value ($000) $8 Shares 272 Est. Cost $30.55 Unrealized
BROOKFIELD RENEW COR FCLASS A 0.0%
Value ($000) $8 Shares 288 Est. Cost $28.79 Unrealized
SDVY FIRST TRUST SMID CAP RISING DIVI ETF 0.0%
Value ($000) $8 Shares 253 Est. Cost $32.77 Unrealized
KKR KKR &CO INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $66.83 Unrealized 0.0%
PAG PENSKE AUTOMOTIVE GR 0.0%
Value ($000) $8 Shares 51 Est. Cost $153.17 Unrealized 0.0%
PIONEER BOND Y 0.0%
Value ($000) $8 Shares 984 Est. Cost $8.29 Unrealized
TER TERADYNE INCORPORATE 0.0%
Value ($000) $8 Shares 75 Est. Cost $94.00 Unrealized 0.0%
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $30.71 Unrealized 0.0%
PLIAX ARISTOTLE CORE INCOME A 0.0%
Value ($000) $8 Shares 829 Est. Cost $9.75 Unrealized
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $8 Shares 140 Est. Cost $51.55 Unrealized 0.0%
IHGIX HARTFORD DIVIDEND AND GROWTH A 0.0%
Value ($000) $8 Shares 244 Est. Cost $32.85 Unrealized
ORANY ORANGE-SPON ADR 0.0%
Value ($000) $8 Shares 700 Est. Cost $11.43 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $8 Shares 800 Est. Cost $7.95 Unrealized 0.0%
QSR RESTAURANT BRANDS F 0.0%
Value ($000) $8 Shares 101 Est. Cost $69.56 Unrealized 0.0%
LENDX STONE RIDGE TR V ALT LENDG PREM 0.0%
Value ($000) $8 Shares 170 Est. Cost $46.24 Unrealized
PPEFX AMERICAN FUNDS PRESERVATION PORT F2 0.0%
Value ($000) $8 Shares 833 Est. Cost $9.43 Unrealized
FSMEX SELECT MEDICAL TECH AND DEVCS 0.0%
Value ($000) $8 Shares 126 Est. Cost $62.09 Unrealized
ALTFX AB SUSTAINABLE GLOBAL THEMATIC A 0.0%
Value ($000) $8 Shares 53 Est. Cost $147.53 Unrealized
FNCL FIDELITY MSCI FINANCIALSINDX ETF 0.0%
Value ($000) $8 Shares 145 Est. Cost $53.54 Unrealized
PJFZX PGIM JENNISON GROWTH Z 0.0%
Value ($000) $8 Shares 132 Est. Cost $58.81 Unrealized
BAX BAXTER INTERNTNL 0.0%
Value ($000) $8 Shares 200 Est. Cost $33.60 Unrealized 0.0%
EXE CHESAPEAKE ENERGY CO 0.0%
Value ($000) $8 Shares 100 Est. Cost $77.05 Unrealized 0.0%
FCVSX FIDELITY CONVERTIBLE SECURITIES 0.0%
Value ($000) $8 Shares 236 Est. Cost $32.55 Unrealized
AMD ADVANCED MICRO DEVICE IN 0.0%
Value ($000) $8 Shares 52 Est. Cost $117.86 Unrealized 0.0%
FIVN FIVE9 INC 0.0%
Value ($000) $8 Shares 97 Est. Cost $69.64 Unrealized 0.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $8 Shares 208 Est. Cost $33.15 Unrealized 0.0%
CCL CARNIVAL CORP F 0.0%
Value ($000) $8 Shares 410 Est. Cost $14.52 Unrealized 0.0%
DGRS WISDMTRE US SMLCP QLT DIV GRW ETF 0.0%
Value ($000) $8 Shares 159 Est. Cost $47.70 Unrealized
VWOB VANGUARD EMERGING MKT GOV BND ETF IV 0.0%
Value ($000) $8 Shares 118 Est. Cost $63.75 Unrealized
DEOPX DAVENPORT EQUITY OPPORTUNITIES 0.0%
Value ($000) $8 Shares 334 Est. Cost $22.51 Unrealized
VGHCX VANGUARD HEALTH CARE INV 0.0%
Value ($000) $7 Shares 35 Est. Cost $213.74 Unrealized
COIN COINBASE GLOBAL INC CLASS A 0.0%
Value ($000) $7 Shares 43 Est. Cost $109.20 Unrealized 0.0%
DDVIX DELAWARE VALUE INST 0.0%
Value ($000) $7 Shares 445 Est. Cost $16.80 Unrealized
GGGIX GABELLI GLOBAL GROWTH I 0.0%
Value ($000) $7 Shares 158 Est. Cost $47.20 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $7 Shares 77 Est. Cost $96.39 Unrealized
GWRE GUIDEWIRE SOFTWARE 0.0%
Value ($000) $7 Shares 68 Est. Cost $95.42 Unrealized 0.0%
MAINSTAY MACKAY DFNDTRM 0.0%
Value ($000) $7 Shares 456 Est. Cost $16.25 Unrealized
TSBRX TIAA-CREF CORE IMPACT BOND RETAIL 0.0%
Value ($000) $7 Shares 821 Est. Cost $9.01 Unrealized
NV5 GLOBAL INC 0.0%
Value ($000) $7 Shares 66 Est. Cost $111.11 Unrealized
CORP PIMCO INVEST GRADE CORP BND IDX ETF 0.0%
Value ($000) $7 Shares 75 Est. Cost $97.75 Unrealized
EMLC VANECK J P MORGAN EM LCLCRY BND ETF 0.0%
Value ($000) $7 Shares 289 Est. Cost $25.35 Unrealized
MDT MEDTRONIC PLC F 0.0%
Value ($000) $7 Shares 88 Est. Cost $71.45 Unrealized 0.0%
SCZ ISHARES MSCI EAFE SMALL CAP ETF 0.0%
Value ($000) $7 Shares 117 Est. Cost $61.90 Unrealized
VHCIX VANGUARD HEALTH CARE INDEX ADMIRAL 0.0%
Value ($000) $7 Shares 57 Est. Cost $125.88 Unrealized
BIAGX BROWN ADVISORY GROWTH EQUITY INV 0.0%
Value ($000) $7 Shares 270 Est. Cost $26.55 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $7 Shares 48 Est. Cost $141.98 Unrealized 0.0%
VOD VODAFONE GROUP FSPONSORED ADR 1 ADR REPS 10 ORD SHS 0.0%
Value ($000) $7 Shares 818 Est. Cost $8.70 Unrealized
MKL MARKEL GROUP INC 0.0%
Value ($000) $7 Shares 5 Est. Cost $1418.73 Unrealized 0.0%
MMYT MAKEMYTRIP LIMITED F 0.0%
Value ($000) $7 Shares 149 Est. Cost $42.15 Unrealized 0.0%
KELLANOVA COM 0.0%
Value ($000) $7 Shares 125 Est. Cost $48.79 Unrealized 0.0%
WAB WABTEC 0.0%
Value ($000) $7 Shares 55 Est. Cost $111.67 Unrealized 0.0%
TRSAX T. ROWE PRICE GROWTH STOCK ADV 0.0%
Value ($000) $7 Shares 83 Est. Cost $83.69 Unrealized
OPITQ OFFICE PPTYS INCOME TR REIT 0.0%
Value ($000) $7 Shares 943 Est. Cost $7.32 Unrealized
FCDIX FIDELITY ADVISOR STOCK SELECTOR SM CP I 0.0%
Value ($000) $7 Shares 204 Est. Cost $33.70 Unrealized
BHP BHP GROUP LTD SPON ADS EACH REP 2 ORD SHS 0.0%
Value ($000) $7 Shares 100 Est. Cost $68.31 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $7 Shares 37 Est. Cost $162.45 Unrealized 0.0%
ASMMX INVESCO SUMMIT A 0.0%
Value ($000) $7 Shares 303 Est. Cost $21.86 Unrealized
MFWTX MFS GLOBAL TOTAL RETURN A 0.0%
Value ($000) $7 Shares 386 Est. Cost $17.08 Unrealized
FGADX FRANKLIN GOLD AND PRECIOUS METALS ADV 0.0%
Value ($000) $7 Shares 363 Est. Cost $18.11 Unrealized
SEBFX SATURNA SUSTAINABLE BOND 0.0%
Value ($000) $7 Shares 711 Est. Cost $9.24 Unrealized
POGRX PRIMECAP ODYSSEY GROWTH 0.0%
Value ($000) $7 Shares 177 Est. Cost $36.93 Unrealized
IYK ISHARES U S CONSUMER STAPLES ETF 0.0%
Value ($000) $7 Shares 34 Est. Cost $191.71 Unrealized
EEMV ISHS MSCI EMERG MRKT MINVOL FCT ETF 0.0%
Value ($000) $7 Shares 117 Est. Cost $55.59 Unrealized
BIV VANGUARD INTERMEDIATE TERM BOND ETF 0.0%
Value ($000) $6 Shares 85 Est. Cost $76.38 Unrealized
BEXFX BARON EMERGING MARKETS RETAIL 0.0%
Value ($000) $6 Shares 463 Est. Cost $13.94 Unrealized
TLK TELEKOMINIK INDONESIA FSPONSORED ADR 1 ADR REPS 100 ORD SHS 0.0%
Value ($000) $6 Shares 250 Est. Cost $25.76 Unrealized
TTWO TAKE TWO INTERACTV 0.0%
Value ($000) $6 Shares 40 Est. Cost $149.20 Unrealized 0.0%
NTB BANK OF N T BUTTERFIEL F 0.0%
Value ($000) $6 Shares 200 Est. Cost $25.86 Unrealized 0.0%
SNOW SNOWFLAKE INC CLASS A 0.0%
Value ($000) $6 Shares 32 Est. Cost $169.08 Unrealized 0.0%
UGI U G I CORP 0.0%
Value ($000) $6 Shares 257 Est. Cost $22.06 Unrealized 0.0%
NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $6 Shares 62 Est. Cost $100.97 Unrealized
IONQ IONQ INC 0.0%
Value ($000) $6 Shares 500 Est. Cost $12.89 Unrealized 0.0%
RIOT RIOT PLATFORMS INC 0.0%
Value ($000) $6 Shares 400 Est. Cost $12.07 Unrealized 0.0%
STLA STELLANTIS N.V COM EUR0.01 ISIN #NL00150001Q9 0.0%
Value ($000) $6 Shares 264 Est. Cost $23.41 Unrealized
LSGRX LOOMIS SAYLES GROWTH Y 0.0%
Value ($000) $6 Shares 265 Est. Cost $23.25 Unrealized
BLCN SIREN NASDAQ NEXGEN ECONOMY ETF 0.0%
Value ($000) $6 Shares 252 Est. Cost $24.44 Unrealized
WIX WIX COM LTD F 0.0%
Value ($000) $6 Shares 50 Est. Cost $96.48 Unrealized 0.0%
DJT DIGITAL WORLD ACQUISITIOCLASS A 0.0%
Value ($000) $6 Shares 350 Est. Cost $16.32 Unrealized 0.0%
BLV VANGUARD LONG TERM BOND ETF 0.0%
Value ($000) $6 Shares 82 Est. Cost $74.57 Unrealized
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $6 Shares 116 Est. Cost $52.39 Unrealized
AX AXOS FINL INC 0.0%
Value ($000) $6 Shares 111 Est. Cost $41.73 Unrealized 0.0%
DISVX DFA INTERNATIONAL SMALL CAP VALUE I 0.0%
Value ($000) $6 Shares 285 Est. Cost $21.24 Unrealized
CBRE CBRE GROUP INC CLASS A 0.0%
Value ($000) $6 Shares 65 Est. Cost $77.74 Unrealized 0.0%
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $59.87 Unrealized
PIMCO MUNICIPAL INCOME C 0.0%
Value ($000) $6 Shares 640 Est. Cost $9.33 Unrealized
BLOK AMPLIFY TRNSFRMTNL DATA SHRNG ETF 0.0%
Value ($000) $6 Shares 200 Est. Cost $29.85 Unrealized
PSI INVESCO SEMICONDUCTORS ETF 0.0%
Value ($000) $6 Shares 120 Est. Cost $49.75 Unrealized
US TREASURY BILL24U S T BILL DUE 032124 0.0%
Value ($000) $6 Shares 6,000 Est. Cost $0.99 Unrealized
AFRYX INVESCO FLOATING RATE ESG Y 0.0%
Value ($000) $6 Shares 869 Est. Cost $6.81 Unrealized
HDVAX HARTFORD INTERNATIONAL EQUITY A 0.0%
Value ($000) $6 Shares 508 Est. Cost $11.58 Unrealized
ONEQ FIDELITY NASDAQ COMPOSITE IND ETF IV 0.0%
Value ($000) $6 Shares 99 Est. Cost $59.23 Unrealized
LIT GLOBAL X LITHIUM BATTERYTECH ETF 0.0%
Value ($000) $6 Shares 115 Est. Cost $50.94 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $6 Shares 65 Est. Cost $80.24 Unrealized 0.0%
OUNZ VANECK MERK GOLD TRUST 0.0%
Value ($000) $6 Shares 291 Est. Cost $19.96 Unrealized
IRBTQ IROBOT CORP 0.0%
Value ($000) $6 Shares 150 Est. Cost $35.58 Unrealized 0.0%
TEDMX TEMPLETON DEVELOPING MARKETS A 0.0%
Value ($000) $6 Shares 322 Est. Cost $17.97 Unrealized
PHIYX PIMCO HIGH YIELD INSTL 0.0%
Value ($000) $6 Shares 722 Est. Cost $7.99 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $6 Shares 13 Est. Cost $388.21 Unrealized 0.0%
CEFS SABA CEF ETF 0.0%
Value ($000) $6 Shares 300 Est. Cost $18.97 Unrealized
PAXWX IMPAX SUSTAINABLE ALLOCATION INV 0.0%
Value ($000) $6 Shares 226 Est. Cost $24.96 Unrealized
EWG ISHARES MSCI GERMANY ETF 0.0%
Value ($000) $6 Shares 190 Est. Cost $29.69 Unrealized
EATON VANCE MUNICIPAL BN 0.0%
Value ($000) $6 Shares 555 Est. Cost $10.13 Unrealized
CLMZX COLUMBIA MORTGAGE OPPORTUNITIES INST 0.0%
Value ($000) $6 Shares 691 Est. Cost $8.13 Unrealized
IDV ISHARES INTERNATIONAL SEL DIV ETF 0.0%
Value ($000) $6 Shares 200 Est. Cost $27.99 Unrealized
LBDFX LORD ABBETT BOND-DEBENTURE F 0.0%
Value ($000) $6 Shares 783 Est. Cost $7.07 Unrealized
SWISX SCHWAB INTERNATIONAL INDEX 0.0%
Value ($000) $6 Shares 245 Est. Cost $22.58 Unrealized
AEM AGNICO EAGLE MINES F 0.0%
Value ($000) $5 Shares 100 Est. Cost $47.96 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $5 Shares 40 Est. Cost $130.73 Unrealized 0.0%
PDBAX PGIM TOTAL RETURN BOND A 0.0%
Value ($000) $5 Shares 451 Est. Cost $12.11 Unrealized
VEMAX VANGUARD EMERGING MKTS STOCK IDX ADM 0.0%
Value ($000) $5 Shares 159 Est. Cost $34.26 Unrealized
HNI H N I CORP 0.0%
Value ($000) $5 Shares 130 Est. Cost $38.07 Unrealized 0.0%
INPFX AMERICAN FUNDS CNSRV GR & INC F-1 0.0%
Value ($000) $5 Shares 420 Est. Cost $12.68 Unrealized
HHDS HIGHLANDS REIT INC COM 0.0%
Value ($000) $5 Shares 17,696 Est. Cost $0.30 Unrealized
NOC NORTHROP GRUMMAN CORP COM USD1 0.0%
Value ($000) $5 Shares 11 Est. Cost $452.04 Unrealized 0.0%
FOUR SHIFT4 PMTS INC CLASS A 0.0%
Value ($000) $5 Shares 70 Est. Cost $59.65 Unrealized 0.0%
FBFZX FRANKLIN MANAGED INCOME ADV 0.0%
Value ($000) $5 Shares 413 Est. Cost $12.50 Unrealized
MEOH METHANEX CORP F 0.0%
Value ($000) $5 Shares 109 Est. Cost $43.48 Unrealized 0.0%
HEDJ WISDOMTREE EUROPE HEDGEDEQTY ETF 0.0%
Value ($000) $5 Shares 120 Est. Cost $42.85 Unrealized
SCHY SCHWAB INTERNATIONAL DIVIDND EQY ETF 0.0%
Value ($000) $5 Shares 208 Est. Cost $24.63 Unrealized
BLPEX AMERICAN FUNDS MODERATE GR & INC F-2 0.0%
Value ($000) $5 Shares 304 Est. Cost $16.84 Unrealized
QIPT QUIPT HOME MED CORP F 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $4.79 Unrealized 0.0%
PALL ABRDN PHYSICAL PALLADIUMSHARES ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $101.08 Unrealized
ING ING GROEP N.V. SPONSORED ADR 0.0%
Value ($000) $5 Shares 336 Est. Cost $15.02 Unrealized
ALT ALTIMMUNE INC 0.0%
Value ($000) $5 Shares 447 Est. Cost $4.18 Unrealized 0.0%
US TREASURY BILL24U S T BILL DUE 010924 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $1.00 Unrealized
US TREASUR NT 2.750224UST NOTE DUE 021524 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $1.00 Unrealized
APPN APPIAN CORP 00500 CLASS A 0.0%
Value ($000) $5 Shares 131 Est. Cost $39.09 Unrealized 0.0%
WESTROCK CO 0.0%
Value ($000) $5 Shares 118 Est. Cost $41.78 Unrealized
JNK SPDR BLMBRG BRCLY HGH YLD BND ETF 0.0%
Value ($000) $5 Shares 52 Est. Cost $94.71 Unrealized
VEXPX VANGUARD EXPLORER INV 0.0%
Value ($000) $5 Shares 44 Est. Cost $111.86 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $5 Shares 425 Est. Cost $11.47 Unrealized
ZBH ZIMMER BIOMET HLDGS 0.0%
Value ($000) $5 Shares 40 Est. Cost $109.35 Unrealized 0.0%
AMAT APPLIED MATERIALS 0.0%
Value ($000) $5 Shares 30 Est. Cost $144.16 Unrealized 0.0%
FTHNX FULLER & THALER BEHAVIORAL SM-CP EQ INV 0.0%
Value ($000) $5 Shares 117 Est. Cost $41.46 Unrealized
SKYH SKY HARBOUR GROUP CORP CLASS A 0.0%
Value ($000) $5 Shares 500 Est. Cost $7.91 Unrealized 0.0%
ETHE GRAYSCALE ETHEREUM TR ET 0.0%
Value ($000) $5 Shares 247 Est. Cost $19.44 Unrealized
HLN HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $5 Shares 580 Est. Cost $8.23 Unrealized
BAGIX BAIRD AGGREGATE BOND INST 0.0%
Value ($000) $5 Shares 484 Est. Cost $9.86 Unrealized
NOBL PROSHARES S&P 500 DIV ARISTOCRAT ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $95.20 Unrealized
NCLH NORWEGIAN CRUISE LIN F 0.0%
Value ($000) $5 Shares 234 Est. Cost $16.04 Unrealized 0.0%
AMRFX AMERICAN FUNDS AMERICAN MUTUAL F2 0.0%
Value ($000) $5 Shares 91 Est. Cost $51.34 Unrealized
JHQTX JPMORGAN HEDGED EQUITY 3 CL I 0.0%
Value ($000) $5 Shares 279 Est. Cost $16.66 Unrealized
VFORX VANGUARD TARGET RETIREMENT 2040 FUND 0.0%
Value ($000) $5 Shares 118 Est. Cost $39.39 Unrealized
SPYG SPDR S&P 500 GROWTH ETF 0.0%
Value ($000) $5 Shares 70 Est. Cost $65.96 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 75 Est. Cost $52.31 Unrealized 0.0%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $5 Shares 231 Est. Cost $14.14 Unrealized 0.0%
JMGRX JANUS HENDERSON ENTERPRISE I 0.0%
Value ($000) $5 Shares 34 Est. Cost $135.47 Unrealized
STIGX VIRTUS SEIX CORE BOND I 0.0%
Value ($000) $5 Shares 483 Est. Cost $9.53 Unrealized
JHQDX JPMORGAN HEDGED EQUITY 2 CL I 0.0%
Value ($000) $5 Shares 289 Est. Cost $15.86 Unrealized
FKDNX FRANKLIN DYNATECH A 0.0%
Value ($000) $5 Shares 34 Est. Cost $134.50 Unrealized
PRDSX TRP INTEGRATED US SMALL-CAP GR EQ 0.0%
Value ($000) $5 Shares 110 Est. Cost $41.20 Unrealized
WW INTL INC COM 0.0%
Value ($000) $4 Shares 500 Est. Cost $8.75 Unrealized
GLBE GLOBAL-E ONLINE LTD F 0.0%
Value ($000) $4 Shares 110 Est. Cost $36.01 Unrealized 0.0%
DFAT DIMENSIONAL U S TARGETEDVALUE ETF 0.0%
Value ($000) $4 Shares 83 Est. Cost $52.52 Unrealized
MRSH MARSH & MC LENNAN CO 0.0%
Value ($000) $4 Shares 23 Est. Cost $186.95 Unrealized 0.0%
SPYD SPDR S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $4 Shares 109 Est. Cost $39.47 Unrealized
EWU ISHARES MSCI UNITED KINGDOME ETF 0.0%
Value ($000) $4 Shares 130 Est. Cost $33.05 Unrealized
PLDPX PIMCO LOW DURATION I2 0.0%
Value ($000) $4 Shares 465 Est. Cost $9.21 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $4 Shares 43 Est. Cost $98.56 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $4 Shares 78 Est. Cost $49.03 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $4 Shares 120 Est. Cost $25.54 Unrealized 0.0%
XLI SELECT SECTOR INDUSTRIALSPDR ETF 0.0%
Value ($000) $4 Shares 36 Est. Cost $113.97 Unrealized
UPST UPSTART HLDGS INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $30.45 Unrealized 0.0%
SGOVX FIRST EAGLE OVERSEAS A 0.0%
Value ($000) $4 Shares 168 Est. Cost $24.24 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $71.54 Unrealized 0.0%
ISHARES TR INTL DEVPPTY ETF 0.0%
Value ($000) $4 Shares 141 Est. Cost $28.65 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 2,168 Est. Cost $1.42 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $4 Shares 232 Est. Cost $15.35 Unrealized 0.0%
SFLNX SCHWAB FUNDAMENTAL US LARGE COMPANY IDX 0.0%
Value ($000) $4 Shares 161 Est. Cost $24.30 Unrealized
BMDIX BAIRD MID CAP GROWTH INSTITUTIONAL 0.0%
Value ($000) $4 Shares 158 Est. Cost $24.73 Unrealized
FHLC FIDELITY MSCI HEALTH CARE INDX ETF 0.0%
Value ($000) $4 Shares 60 Est. Cost $64.68 Unrealized
NVO NOVO-NORDISK AS VORMAL FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $4 Shares 37 Est. Cost $103.43 Unrealized
MAT MATTEL INC. 0.0%
Value ($000) $4 Shares 201 Est. Cost $19.45 Unrealized 0.0%
VBTLX VANGUARD TOTAL BOND MARKET INDEX ADM 0.0%
Value ($000) $4 Shares 390 Est. Cost $9.72 Unrealized
TROSX T. ROWE PRICE OVERSEAS STOCK 0.0%
Value ($000) $4 Shares 303 Est. Cost $12.48 Unrealized
DTRUY DAIMLER TRUCK HOLDING AG SPON ADS EACH REP 0.5 ORD SHS 0.0%
Value ($000) $4 Shares 200 Est. Cost $18.70 Unrealized
GIII G III APPAREL GROUP 0.0%
Value ($000) $4 Shares 110 Est. Cost $28.04 Unrealized 0.0%
FLGT FULGENT GENETICS INC 0.0%
Value ($000) $4 Shares 128 Est. Cost $26.76 Unrealized 0.0%
PQNAX VIRTUS NFJ MID-CAP VALUE A 0.0%
Value ($000) $4 Shares 147 Est. Cost $25.13 Unrealized
CMS CMS ENERGY CORP COM USD0.01 0.0%
Value ($000) $4 Shares 62 Est. Cost $52.28 Unrealized 0.0%
AMC AMC ENTERTAINMENT CLASS A 0.0%
Value ($000) $4 Shares 587 Est. Cost $8.12 Unrealized 0.0%
QTWO Q2 HOLDINGS INC 0.0%
Value ($000) $4 Shares 81 Est. Cost $35.52 Unrealized 0.0%
EMB ISHARES JP MORGAN USD EMERGING MARKE 0.0%
Value ($000) $3 Shares 39 Est. Cost $89.05 Unrealized
TRUP TRUPANION INC 0.0%
Value ($000) $3 Shares 113 Est. Cost $26.51 Unrealized 0.0%
CINCX CALVERT INCOME I 0.0%
Value ($000) $3 Shares 227 Est. Cost $15.11 Unrealized
ILPT INDUSTRIAL LOGISTICS REIT 0.0%
Value ($000) $3 Shares 728 Est. Cost $4.70 Unrealized
VTINX VANGUARD TARGET RETIREMENT INCOME FUND 0.0%
Value ($000) $3 Shares 261 Est. Cost $13.04 Unrealized
PRU PRUDENTIAL FINL 0.0%
Value ($000) $3 Shares 32 Est. Cost $86.63 Unrealized 0.0%
DEO DIAGEO ADR EACH REPR 4 ORD GBX28.935185 0.0%
Value ($000) $3 Shares 23 Est. Cost $146.83 Unrealized
NEW YORK COMMUNITY BANCORP INC COM USD0.01 0.0%
Value ($000) $3 Shares 328 Est. Cost $10.23 Unrealized
BARRICK GOLD CORP F 0.0%
Value ($000) $3 Shares 185 Est. Cost $18.09 Unrealized
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $3 Shares 1,035 Est. Cost $3.23 Unrealized
IGAAX AMERICAN FUNDS INTL GR AND INC A 0.0%
Value ($000) $3 Shares 92 Est. Cost $35.97 Unrealized
GUKYF GULF KEYSTONE PETR ORDF 0.0%
Value ($000) $3 Shares 2,003 Est. Cost $1.55 Unrealized 0.0%
HAMVX HARBOR MID CAP VALUE INSTL 0.0%
Value ($000) $3 Shares 135 Est. Cost $24.33 Unrealized
TSN TYSON FOODS INC CLASS A 0.0%
Value ($000) $3 Shares 61 Est. Cost $45.05 Unrealized 0.0%
OHI OMEGA HLTHCARE INVTS REIT 0.0%
Value ($000) $3 Shares 106 Est. Cost $30.85 Unrealized
BE BLOOM ENERGY CORP CLASS A 0.0%
Value ($000) $3 Shares 220 Est. Cost $12.51 Unrealized 0.0%
NTDOY NINTENDO LTD FSPONSORED ADR 1 ADR REP 0.25 ORD SHS 0.0%
Value ($000) $3 Shares 250 Est. Cost $12.99 Unrealized
TTT PROSHARES ULTPRO SH 20 YR TSRY ETF 0.0%
Value ($000) $3 Shares 53 Est. Cost $60.96 Unrealized
IP INTERNTNL PAPER 0.0%
Value ($000) $3 Shares 87 Est. Cost $31.96 Unrealized 0.0%
AEDAX INVESCO EQV EUROPEAN EQUITY A 0.0%
Value ($000) $3 Shares 89 Est. Cost $35.22 Unrealized
PIONEER STRATEGIC INCOME Y 0.0%
Value ($000) $3 Shares 326 Est. Cost $9.50 Unrealized
FTGC FIRST TRUST GBL TTCL COMDTY STRA ETF 0.0%
Value ($000) $3 Shares 137 Est. Cost $22.44 Unrealized
NTTYY NIPPON TEL &TEL CORP SPON ADR EACH REP 1 ORD SHS 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.46 Unrealized
VBILX VANGUARD INTERM-TERM BOND INDEX ADM 0.0%
Value ($000) $3 Shares 292 Est. Cost $10.37 Unrealized
RSPG INVESCO EXCHANGE TRADED FD TR S&P500 EQL ENR 0.0%
Value ($000) $3 Shares 41 Est. Cost $73.71 Unrealized
U.S. BANCORP 3.75 PFDPFD SER L 0.0%
Value ($000) $3 Shares 180 Est. Cost $16.58 Unrealized
TELFY TELEFONICA SA SPON ADR EACH REP 1 ORD SHS 0.0%
Value ($000) $3 Shares 750 Est. Cost $3.90 Unrealized
KBSR KBS REAL ESTATE INVESTMENT TRUST III INC 0.0%
Value ($000) $3 Shares 521 Est. Cost $5.60 Unrealized
VWELX VANGUARD WELLINGTON INV 0.0%
Value ($000) $3 Shares 70 Est. Cost $41.34 Unrealized
US TREASUR NT 20825UST NOTE DUE 081525 0.0%
Value ($000) $3 Shares 3,000 Est. Cost $0.96 Unrealized
CMP COMPASS MINERALS INT 0.0%
Value ($000) $3 Shares 114 Est. Cost $25.24 Unrealized 0.0%
VVV VALVOLINE INC 0.0%
Value ($000) $3 Shares 76 Est. Cost $33.48 Unrealized 0.0%
BF/B BROWN FORMAN CORP CLASS B 0.0%
Value ($000) $3 Shares 50 Est. Cost $54.41 Unrealized 0.0%
CIHEX CALAMOS HEDGED EQUITY I 0.0%
Value ($000) $3 Shares 185 Est. Cost $15.20 Unrealized
DISCOVER FINL S 0.0%
Value ($000) $3 Shares 25 Est. Cost $112.40 Unrealized
PFBPX PIMCO INTERNATIONAL BOND (USD-HDG) I-2 0.0%
Value ($000) $3 Shares 281 Est. Cost $9.90 Unrealized
IOFAX ALPHACENTRIC INCOME OPPORTUNITIES A 0.0%
Value ($000) $3 Shares 345 Est. Cost $7.99 Unrealized
NIO NIO INC SPON ADS EACH REP 1 ORD SHS CLASS A 0.0%
Value ($000) $3 Shares 300 Est. Cost $9.07 Unrealized
PPL PPL CORP COM USD0.01 0.0%
Value ($000) $3 Shares 100 Est. Cost $23.57 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $3 Shares 250 Est. Cost $8.69 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC COM USD0.01 WD 0.0%
Value ($000) $3 Shares 17 Est. Cost $135.82 Unrealized 0.0%
VSCO VICTORIAS SECRET AND CO COMMON STOCK 0.0%
Value ($000) $3 Shares 100 Est. Cost $21.21 Unrealized 0.0%
PANW PALO ALTO NETWORKS 0.0%
Value ($000) $3 Shares 9 Est. Cost $133.70 Unrealized 0.0%
EGO ELDORADO GOLD CORP COM NPV (POST REV SPLIT) ISIN #CA2849025093 SEDOL #BHZJ5Y9 0.0%
Value ($000) $3 Shares 200 Est. Cost $11.25 Unrealized 0.0%
NRG NRG ENERGY INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $43.46 Unrealized 0.0%
WCMIX WCM FOCUSED INTERNATIONAL GROWTH INSTL 0.0%
Value ($000) $3 Shares 113 Est. Cost $22.81 Unrealized
ADYEY ADYEN N V FUNSPONSORED ADR 1 ADR REP 0.01 ORD SHS 0.0%
Value ($000) $3 Shares 200 Est. Cost $12.88 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $3 Shares 71 Est. Cost $35.51 Unrealized 0.0%
LAC LITHIUM AMERS CORP F 0.0%
Value ($000) $3 Shares 400 Est. Cost $7.45 Unrealized 0.0%
ECH ISHARES MSCI CHILE ETF 0.0%
Value ($000) $3 Shares 90 Est. Cost $28.20 Unrealized
FCPT FOUR CORNERS PROPERTY TR 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.30 Unrealized
LITHIUM AMERS ARGENTIN F 0.0%
Value ($000) $3 Shares 400 Est. Cost $6.32 Unrealized
DGX QUEST DIAGNOSTICS INC COM USD0.01 0.0%
Value ($000) $3 Shares 18 Est. Cost $126.28 Unrealized 0.0%
JBLU JETBLUE AIRWAYS CORP 0.0%
Value ($000) $3 Shares 452 Est. Cost $4.69 Unrealized 0.0%
GILT GILAT SATLLTE NETWK F 0.0%
Value ($000) $2 Shares 407 Est. Cost $6.21 Unrealized 0.0%
DIM WISDOMTREE INTL MIDCAP DIVIDEND ETF 0.0%
Value ($000) $2 Shares 40 Est. Cost $60.75 Unrealized
LMND LEMONADE INC 0.0%
Value ($000) $2 Shares 150 Est. Cost $15.07 Unrealized 0.0%
AMRMX AMERICAN FUNDS AMERICAN MUTUAL A 0.0%
Value ($000) $2 Shares 46 Est. Cost $51.89 Unrealized
ODIYX INVESCO DISCOVERY Y 0.0%
Value ($000) $2 Shares 22 Est. Cost $108.00 Unrealized
ASAN ASANA INC CLASS A 0.0%
Value ($000) $2 Shares 125 Est. Cost $19.44 Unrealized 0.0%
LGLFX LORD ABBETT GROWTH LEADERS F 0.0%
Value ($000) $2 Shares 69 Est. Cost $34.39 Unrealized
PAAS PAN AMERN SILVER CORP F 0.0%
Value ($000) $2 Shares 145 Est. Cost $14.97 Unrealized 0.0%
ASH ASHLAND INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $75.34 Unrealized 0.0%
NSANY NISSAN MOTOR CO LTD SPONSORED ADR 0.0%
Value ($000) $2 Shares 300 Est. Cost $7.83 Unrealized
CWEN/A CLEARWAY ENERGY INC CLASS A 0.0%
Value ($000) $2 Shares 90 Est. Cost $19.11 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INCLASS A 0.0%
Value ($000) $2 Shares 134 Est. Cost $17.81 Unrealized 0.0%
WDS WOODSIDE ENERGY GROUP LTD SPON ADR EACH REP 1 ORD SHS 0.0%
Value ($000) $2 Shares 108 Est. Cost $21.08 Unrealized
CEVA CEVA INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.59 Unrealized 0.0%
BGSIX BLACKROCK TECHNOLOGY OPPORTUNITIES INSTL 0.0%
Value ($000) $2 Shares 40 Est. Cost $56.60 Unrealized
XYZ BLOCK INC CLASS A 0.0%
Value ($000) $2 Shares 29 Est. Cost $56.54 Unrealized 0.0%
RIVN RIVIAN AUTOMOTIVE INC CLASS A 0.0%
Value ($000) $2 Shares 95 Est. Cost $18.80 Unrealized 0.0%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $2 Shares 35 Est. Cost $52.02 Unrealized 0.0%
ABIYX AB INTERNATIONAL VALUE ADVISOR 0.0%
Value ($000) $2 Shares 146 Est. Cost $14.77 Unrealized
FLO FLOWERS FOODS INC 0.0%
Value ($000) $2 Shares 94 Est. Cost $19.19 Unrealized 0.0%
POWW A M M O INC 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.28 Unrealized 0.0%
PIONEER CORE EQUITY A 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.96 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MTRTY ETF 0.0%
Value ($000) $2 Shares 35 Est. Cost $59.66 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $2 Shares 12 Est. Cost $173.83 Unrealized
MSB MESABI TRUST CTF BEN INT 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.47 Unrealized
CIBR FIRST TRUST NASDAQ CYBRSCRTY ETF 0.0%
Value ($000) $2 Shares 38 Est. Cost $53.82 Unrealized
MET METLIFE INC COM USD0.01 0.0%
Value ($000) $2 Shares 30 Est. Cost $58.77 Unrealized 0.0%
KOPN KOPIN CORP 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $1.43 Unrealized 0.0%
CUSTOMERS BANK 5.2524CD FDIC INS DUE 093024US 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $1.00 Unrealized
FGROX EMERALD GROWTH INSTITUTIONAL 0.0%
Value ($000) $2 Shares 80 Est. Cost $24.71 Unrealized
AES AES CORP 0.0%
Value ($000) $2 Shares 102 Est. Cost $14.67 Unrealized 0.0%
TRP TC ENERGY CORP F 0.0%
Value ($000) $2 Shares 50 Est. Cost $33.00 Unrealized 0.0%
LAFAX COLUMBIA ACORN INTERNATIONAL SEL A 0.0%
Value ($000) $2 Shares 74 Est. Cost $25.81 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $46.55 Unrealized 0.0%
BAYRY BAYER AG FSPONSORED ADR 1 ADR REP 0.25 ORD SHS 0.0%
Value ($000) $2 Shares 200 Est. Cost $9.23 Unrealized
IHOIX HARTFORD INTERNATIONAL OPPORTUNITIES I 0.0%
Value ($000) $2 Shares 108 Est. Cost $16.91 Unrealized
SOXL DIREXION SEMICONDUCTOR BULL 3X ETF 0.0%
Value ($000) $2 Shares 58 Est. Cost $31.40 Unrealized
IVOIX DELAWARE IVY MID CAP INCOME OPPS I 0.0%
Value ($000) $2 Shares 98 Est. Cost $18.46 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $2 Shares 22 Est. Cost $73.75 Unrealized 0.0%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value ($000) $2 Shares 22 Est. Cost $80.00 Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $51.39 Unrealized 0.0%
FVD FIRST TRUST VALUE DIVIDEND INDEX ETF 0.0%
Value ($000) $2 Shares 43 Est. Cost $40.56 Unrealized
ACLLY ACCELLERON INDS AG FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $2 Shares 55 Est. Cost $31.16 Unrealized
PNRZX PGIM JENNISON NATURAL RESOURCES Z 0.0%
Value ($000) $2 Shares 31 Est. Cost $54.32 Unrealized
PARAMOUNT GLOBAL CLASS B 0.0%
Value ($000) $2 Shares 113 Est. Cost $14.79 Unrealized
PUBM PUBMATIC INC CLASS A 0.0%
Value ($000) $2 Shares 100 Est. Cost $14.50 Unrealized 0.0%
UTZ UTZ BRANDS INC CLASS A 0.0%
Value ($000) $2 Shares 100 Est. Cost $13.20 Unrealized 0.0%
UNITI GROUP INC 0.0%
Value ($000) $2 Shares 276 Est. Cost $5.78 Unrealized
CMGIX BLACKROCK MID-CAP GROWTH EQUITY INSTL 0.0%
Value ($000) $2 Shares 41 Est. Cost $38.76 Unrealized
UCO PROSHARES ULTRA BLOOM CRUDE ETF 0.0%
Value ($000) $2 Shares 60 Est. Cost $26.10 Unrealized
VSCOX JPMORGAN SMALL CAP BLEND A 0.0%
Value ($000) $2 Shares 64 Est. Cost $24.39 Unrealized
ROK ROCKWELL AUTOMATION 0.0%
Value ($000) $2 Shares 5 Est. Cost $270.11 Unrealized 0.0%
REEAX RBC EMERGING MARKETS EQUITY A 0.0%
Value ($000) $2 Shares 125 Est. Cost $12.32 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $2 Shares 106 Est. Cost $12.33 Unrealized 0.0%
NEM NEWMONT CORP 0.0%
Value ($000) $2 Shares 37 Est. Cost $36.81 Unrealized 0.0%
CEG CONSTELLATION ENERGY COR 0.0%
Value ($000) $2 Shares 13 Est. Cost $115.14 Unrealized 0.0%
HSAI HESAI GROUP FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $2 Shares 170 Est. Cost $8.91 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $58.62 Unrealized 0.0%
SGAPX VIRTUS SGA GLOBAL GROWTH I 0.0%
Value ($000) $1 Shares 54 Est. Cost $26.50 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $57.28 Unrealized 0.0%
VSOIX VICTORY SYCAMORE SMALL COMPANY OPP I 0.0%
Value ($000) $1 Shares 28 Est. Cost $49.14 Unrealized
FVRR FIVERR INTERNTNL LTD F 0.0%
Value ($000) $1 Shares 50 Est. Cost $24.74 Unrealized 0.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $165.25 Unrealized
MTR MESA ROYALTY TR UBI 0.0%
Value ($000) $1 Shares 100 Est. Cost $13.20 Unrealized
DIEMX DRIEHAUS EMERGING MARKETS GROWTH INSTL 0.0%
Value ($000) $1 Shares 37 Est. Cost $34.95 Unrealized
HLT HILTON WORLDWIDE HLD 0.0%
Value ($000) $1 Shares 7 Est. Cost $162.29 Unrealized 0.0%
IWP ISHARES RUSSELL MID CAP GROWTH ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $104.42 Unrealized
LIN LINDE PLC F 0.0%
Value ($000) $1 Shares 3 Est. Cost $383.62 Unrealized 0.0%
PWJQX PGIM JENNISON INTERNATIONAL OPPS R6 0.0%
Value ($000) $1 Shares 43 Est. Cost $28.53 Unrealized
TJX TJX COMPANIES INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $87.27 Unrealized 0.0%
NUVEEN MUNICIPAL CREDIT 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.82 Unrealized
CALX CALIX NETWORKS INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $39.99 Unrealized 0.0%
AI C3 AI INC CLASS A 0.0%
Value ($000) $1 Shares 41 Est. Cost $27.51 Unrealized 0.0%
STEM INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.88 Unrealized
GOGIX JHANCOCK INTERNATIONAL GROWTH I 0.0%
Value ($000) $1 Shares 46 Est. Cost $24.70 Unrealized
MITK MITEK SYSTEMS INC 0.0%
Value ($000) $1 Shares 84 Est. Cost $11.14 Unrealized 0.0%
UOPIX PROFUNDS ULTRANASDAQ-100 INV 0.0%
Value ($000) $1 Shares 13 Est. Cost $84.15 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $1 Shares 31 Est. Cost $29.13 Unrealized 0.0%
OSMYX INVESCO INTERNATIONAL SMALL-MID COM Y 0.0%
Value ($000) $1 Shares 25 Est. Cost $42.88 Unrealized
GLADSTONE CAPITAL CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.70 Unrealized
VEVRX VICTORY SYCAMORE ESTABLISHED VALUE R6 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.90 Unrealized
BABAF ALIBABA GROUP HLDG ORDF 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.44 Unrealized 0.0%
SWLSX SCHWAB LARGE-CAP GROWTH 0.0%
Value ($000) $1 Shares 34 Est. Cost $28.29 Unrealized
OGIYX INVESCO GLOBAL OPPORTUNITIES Y 0.0%
Value ($000) $1 Shares 17 Est. Cost $55.18 Unrealized
PNW PINNACLE WEST CAP 0.0%
Value ($000) $1 Shares 13 Est. Cost $67.20 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $1 Shares 2 Est. Cost $407.15 Unrealized 0.0%
TD TORONTO DOMINION BANK F 0.0%
Value ($000) $1 Shares 14 Est. Cost $59.96 Unrealized 0.0%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $1 Shares 26 Est. Cost $25.22 Unrealized 0.0%
PLUG PLUG POWER INC 0.0%
Value ($000) $1 Shares 192 Est. Cost $5.24 Unrealized 0.0%
AMT AMERN TOWER CORP REIT 0.0%
Value ($000) $1 Shares 4 Est. Cost $175.15 Unrealized 0.0%
FUELCELL ENERGY INC 0.0%
Value ($000) $1 Shares 536 Est. Cost $1.60 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $1 Shares 41 Est. Cost $17.09 Unrealized 0.0%
AA ALCOA CORP 0.0%
Value ($000) $1 Shares 25 Est. Cost $26.37 Unrealized 0.0%
WEN WENDYS CO 0.0%
Value ($000) $1 Shares 43 Est. Cost $19.25 Unrealized 0.0%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.23 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $1 Shares 18 Est. Cost $42.41 Unrealized 0.0%
GAP GAP INC COM 0.0%
Value ($000) $1 Shares 39 Est. Cost $15.11 Unrealized 0.0%
MDIZX MFS INTL DIVERSIFICATION R6 0.0%
Value ($000) $1 Shares 36 Est. Cost $22.58 Unrealized
VCIT VANGUARD SCOTTSDALE FDS INTERMEDIATE-TERM CORP BND IDX FD ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $81.20 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $172.22 Unrealized 0.0%
HPQ HP INC. 0.0%
Value ($000) $1 Shares 26 Est. Cost $25.76 Unrealized 0.0%
MMM 3M CO 0.0%
Value ($000) $1 Shares 7 Est. Cost $75.54 Unrealized 0.0%
RMR R M R GROUP INC CLASS A 0.0%
Value ($000) $1 Shares 27 Est. Cost $19.72 Unrealized 0.0%
GDOT GREEN DOT INC CLASS A 0.0%
Value ($000) $1 Shares 77 Est. Cost $10.42 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $242.32 Unrealized 0.0%
PETS PETMED EXPRESS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.21 Unrealized 0.0%
NGVT INGEVITY CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $41.54 Unrealized 0.0%
MTW MANITOWOC CO 0.0%
Value ($000) $1 Shares 44 Est. Cost $14.55 Unrealized 0.0%
APTIV PLC F 0.0%
Value ($000) $1 Shares 8 Est. Cost $89.63 Unrealized
SLB SCHLUMBERGER LIMITED COM USD0.01 0.0%
Value ($000) $1 Shares 13 Est. Cost $51.21 Unrealized 0.0%
BBBY BEYOND INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $18.95 Unrealized 0.0%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $171.83 Unrealized 0.0%
SPBO SPDR PORTFOLIO CORPORATEBOND ETF 0.0%
Value ($000) $1 Shares 23 Est. Cost $29.39 Unrealized
RSG REPUBLIC SERVICES 0.0%
Value ($000) $1 Shares 4 Est. Cost $151.31 Unrealized 0.0%
MTN VAIL RESORTS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $219.12 Unrealized 0.0%
MARATHON OIL CORP COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $24.35 Unrealized
SNRY SOLAR EGY INITIATIVE 0.0%
Value ($000) $1 Shares 899,999 Est. Cost $0.00 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $1 Shares 2 Est. Cost $264.03 Unrealized 0.0%
GXDW GLOBAL X THEMATIC GROWTHETF IV 0.0%
Value ($000) $1 Shares 25 Est. Cost $24.60 Unrealized
PRWBX T. ROWE PRICE SHORT-TERM BOND 0.0%
Value ($000) $1 Shares 128 Est. Cost $4.58 Unrealized
SFIX STITCH FIX INC CLASS A 0.0%
Value ($000) $1 Shares 163 Est. Cost $3.53 Unrealized 0.0%
SUNPOWER CORP 0.0%
Value ($000) $1 Shares 120 Est. Cost $4.83 Unrealized
STISX FEDERATED HERMES STRATEGIC INCOME IS 0.0%
Value ($000) $1 Shares 71 Est. Cost $8.10 Unrealized
PACIX COLUMBIA CONVERTIBLE SECURITIES A 0.0%
Value ($000) $1 Shares 27 Est. Cost $20.56 Unrealized
HTZWW HERTZ GLOBAL HLDG 51 WTSWARRANTS EXP 063051 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.48 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $1 Shares 28 Est. Cost $14.94 Unrealized 0.0%
REDFIN CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $10.32 Unrealized
CUZ COUSINS PROPERTIES 0.0%
Value ($000) $1 Shares 21 Est. Cost $24.33 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $39.08 Unrealized
CR CRANE CO 0.0%
Value ($000) $0 Shares 4 Est. Cost $99.57 Unrealized 0.0%
IWS ISHARES RUSSELL MID CAP VALUE ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $116.25 Unrealized
TDY TELEDYNE TECHNOLOGIE 0.0%
Value ($000) $0 Shares 1 Est. Cost $401.38 Unrealized 0.0%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $0 Shares 9 Est. Cost $49.44 Unrealized
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $115.93 Unrealized 0.0%
ORGANIGRAM HOLDINGS INC COM NPV (POST REV SPLIT) ISIN #CA68620P7056 SEDOL #BRBP325 0.0%
Value ($000) $0 Shares 300 Est. Cost $1.31 Unrealized
SDZNY SANDOZ GROUP AG FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $0 Shares 12 Est. Cost $32.00 Unrealized
AUB ATLANTIC UNION BANKSHARE 0.0%
Value ($000) $0 Shares 10 Est. Cost $28.69 Unrealized 0.0%
ADNT ADIENT PLC F 0.0%
Value ($000) $0 Shares 10 Est. Cost $34.32 Unrealized 0.0%
DIGITAL ALLY INC 0.0%
Value ($000) $0 Shares 170 Est. Cost $2.12 Unrealized
OXY/WS OCCIDENTAL PETE CORP WTS EXP 08032027 0.0%
Value ($000) $0 Shares 9 Est. Cost $38.78 Unrealized
ALID ALLIED CORP 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $0.13 Unrealized 0.0%
SMR NUSCALE PWR CORP CLASS A 0.0%
Value ($000) $0 Shares 100 Est. Cost $3.55 Unrealized 0.0%
SUPER LEAGUE ENTERPRISE 0.0%
Value ($000) $0 Shares 200 Est. Cost $1.52 Unrealized
VET VERMILION ENERGY INC F 0.0%
Value ($000) $0 Shares 25 Est. Cost $13.23 Unrealized 0.0%
EBS EMERGENT BIOSOLUTION 0.0%
Value ($000) $0 Shares 125 Est. Cost $2.35 Unrealized 0.0%
EL ESTEE LAUDERCO INC CLASS A 0.0%
Value ($000) $0 Shares 2 Est. Cost $127.17 Unrealized 0.0%
PDEZX PGIM JENNISON EMERGING MARKETS EQ OPPS Z 0.0%
Value ($000) $0 Shares 19 Est. Cost $15.16 Unrealized
AAL AMERICAN AIRLS GROUP 0.0%
Value ($000) $0 Shares 20 Est. Cost $12.56 Unrealized 0.0%
UBSBF KURE TECHNOLOGIES INCO F 0.0%
Value ($000) $0 Shares 7,000 Est. Cost $0.08 Unrealized 0.0%
CAAAX CALVERT GROWTH ALLOCATION A 0.0%
Value ($000) $0 Shares 10 Est. Cost $26.30 Unrealized
FZDXX FIDELITY MMKT PREMIUM CLASS 0.0%
Value ($000) $0 Shares 259 Est. Cost $1.00 Unrealized
AMERICAS GOLD & SILVER F 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.25 Unrealized
HYMC HYCROFT MNG HLDG CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.41 Unrealized 0.0%
TERRAN ORBITAL CORP 0.0%
Value ($000) $0 Shares 200 Est. Cost $1.14 Unrealized
CXT CRANE NXT CO 0.0%
Value ($000) $0 Shares 4 Est. Cost $51.81 Unrealized 0.0%
VFC VF CORP 0.0%
Value ($000) $0 Shares 12 Est. Cost $17.16 Unrealized 0.0%
TILRAY BRANDS INC 0.0%
Value ($000) $0 Shares 96 Est. Cost $2.29 Unrealized
BZUN BAOZUN INC FSPONSORED ADR 1 ADR REPS 3 ORD SHS 0.0%
Value ($000) $0 Shares 78 Est. Cost $2.73 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK MARK 0.0%
Value ($000) $0 Shares 2 Est. Cost $105.00 Unrealized
NNVC NANOVIRICIDES INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $1.16 Unrealized 0.0%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $32.67 Unrealized
SABR SABRE CORP 0.0%
Value ($000) $0 Shares 42 Est. Cost $3.86 Unrealized 0.0%
NLOP NET LEASE OFFICE PPTYS 0.0%
Value ($000) $0 Shares 10 Est. Cost $18.40 Unrealized
GLTR ABRDN PHYSICAL PREC MTL BSKT SHS ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $91.00 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $87.50 Unrealized
BCO BRINKS CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $75.03 Unrealized 0.0%
BTCS B T C S INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $1.15 Unrealized 0.0%
NLY ANNALY CAPITAL MGMT REIT 0.0%
Value ($000) $0 Shares 8 Est. Cost $20.38 Unrealized
EGFIX EDGEWOOD GROWTH INSTL 0.0%
Value ($000) $0 Shares 3 Est. Cost $53.33 Unrealized
BLNK BLINK CHARGING CO COM 0.0%
Value ($000) $0 Shares 45 Est. Cost $3.12 Unrealized 0.0%
PNR PENTAIR PLC F 0.0%
Value ($000) $0 Shares 2 Est. Cost $63.11 Unrealized 0.0%
USDP USD PARTNERS LP COM UT REP LTD 0.0%
Value ($000) $0 Shares 1,090 Est. Cost $0.13 Unrealized
2SEVENTY BIO INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $4.24 Unrealized
BLUEBIRD BIO INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $1.38 Unrealized
CGC CANOPY GROWTH CORPORATION COM NPV (POST REV SPLIT) ISIN #CA1380357048 SEDOL #BR1G4F8 0.0%
Value ($000) $0 Shares 27 Est. Cost $5.96 Unrealized 0.0%
ASSERTIO HLDGS INC 0.0%
Value ($000) $0 Shares 125 Est. Cost $1.06 Unrealized
PEJ INVESCO LEISURE AND ENTRNT ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $41.67 Unrealized
UAL UNITED AIRLINES HLDGS 0.0%
Value ($000) $0 Shares 3 Est. Cost $39.32 Unrealized 0.0%
VAXIL BIO LTD F 0.0%
Value ($000) $0 Shares 6,000 Est. Cost $0.02 Unrealized
SCINAI IMMUNOTHERAPEUT FUNSPONSORED ADR 1 ADR REPS 400 ORD SHS 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.59 Unrealized
NVT NVENT ELECTRIC PLC F 0.0%
Value ($000) $0 Shares 2 Est. Cost $51.72 Unrealized 0.0%
ROBO ROBO GBL RBOTCS AND AUTMATN INDX ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $57.00 Unrealized
TG TREDEGAR CORP 0.0%
Value ($000) $0 Shares 21 Est. Cost $4.93 Unrealized 0.0%
AURORA CANNABIS INC F 0.0%
Value ($000) $0 Shares 241 Est. Cost $0.47 Unrealized
GNR SPDR S&P GLOBAL NATURAL RESOURCS ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $56.50 Unrealized
BYDDY BYD CO LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $55.00 Unrealized
INSEEGO CORP COM 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.22 Unrealized
MAXEON SOLAR TECHNOLOG F 0.0%
Value ($000) $0 Shares 15 Est. Cost $7.13 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $49.66 Unrealized 0.0%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $102.00 Unrealized
SLVM SYLVAMO CORP COMMON STOCK 0.0%
Value ($000) $0 Shares 2 Est. Cost $43.77 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $16.37 Unrealized 0.0%
LEHMAN BROTHERS HOL 5XXXESC PEND POSS FUTR DISTREFF: 030612 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $0.00 Unrealized
FURCF FORVIA EUR7 ISIN #FR0000121147 SEDOL #4400446 0.0%
Value ($000) $0 Shares 3 Est. Cost $18.73 Unrealized 0.0%
VYMI VANGUARD INTERNATNL HGH DIV YLD ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $66.00 Unrealized
INVITAE CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.62 Unrealized
SUNSHINE BIOPHARMA 0.0%
Value ($000) $0 Shares 222 Est. Cost $0.27 Unrealized
AGEAGLE AERIAL SYSTEMS I 0.0%
Value ($000) $0 Shares 570 Est. Cost $0.10 Unrealized
ONL ORION OFFICE REIT INC REIT 0.0%
Value ($000) $0 Shares 10 Est. Cost $5.70 Unrealized
AOR ISHRS CORE GRW ALLO 0.0%
Value ($000) $0 Shares 1 Est. Cost $53.00 Unrealized
RUM RUMBLE INC CLASS A 0.0%
Value ($000) $0 Shares 10 Est. Cost $4.88 Unrealized 0.0%
SKLZ SKILLZ INC CLASS A 0.0%
Value ($000) $0 Shares 7 Est. Cost $5.59 Unrealized 0.0%
GURU GLOBAL X GURU INDEX ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $40.00 Unrealized
COHEN &STEERS CLOSED-END OPPO COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $12.33 Unrealized
NOK NOKIA OYJ FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $0 Shares 11 Est. Cost $3.36 Unrealized
VIPSX VANGUARD INFLATION-PROTECTED SECS INV 0.0%
Value ($000) $0 Shares 3 Est. Cost $12.00 Unrealized
EDGIO INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.34 Unrealized
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $26.20 Unrealized 0.0%
CPXIX COHEN & STEERS PREFERRED SEC & INC I 0.0%
Value ($000) $0 Shares 2 Est. Cost $13.50 Unrealized
INLB ITEM NINE LABS CORP 0.0%
Value ($000) $0 Shares 12,081 Est. Cost $0.00 Unrealized 0.0%
JOBY JOBY AVIATION INC FCLASS A 0.0%
Value ($000) $0 Shares 3 Est. Cost $6.16 Unrealized 0.0%
WORKHORSE GROUP INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.36 Unrealized
AABB ASIA BROADBAND INC 0.0%
Value ($000) $0 Shares 800 Est. Cost $0.02 Unrealized 0.0%
GREENWAVE TECHNOLOGY SOL 0.0%
Value ($000) $0 Shares 21 Est. Cost $0.52 Unrealized
GTX GARRETT MOTION INC COM USD0.001 0.0%
Value ($000) $0 Shares 1 Est. Cost $7.72 Unrealized 0.0%
NAKD1USD CENNTRO ELECTRIC GROUP F 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized
SPIRIT MTA REIT XXXESC PEND POSS FUTR DISTR 0.0%
Value ($000) $0 Shares 1,113 Est. Cost Unrealized
NUVEEN INTERMEDIATE DXXXESC PEND POSS FUTR DISTR 0.0%
Value ($000) $0 Shares 450 Est. Cost Unrealized
GREAT BASIN GOLD LTD XXXREGISTRATION REVOKED BY THE SEC EFF: 101416 0.0%
Value ($000) $0 Shares 300 Est. Cost Unrealized
ASIA BROADBAND INC 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
COMMUNITY BANKERS TRUST CORP EXCHANGED FOR .3173 SHARES OF CUSIP 909907107 0.0%
Value ($000) $0 Shares 9,622 Est. Cost Unrealized
VIRIDIS HOLDINGS CORP F 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
AVT INC XXXREGISTRATION REVOKED BY THE SEC EFF: 061617 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
PERSHING SQUARE SPAR RTSRIGHTS EXP 0.0%
Value ($000) $0 Shares 26 Est. Cost Unrealized
GGBXF GREEN GROWTH BRANDS IN F 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.00 Unrealized 0.0%
ORCHIDS PAPER PRODS XXXBANKRUPTCY EFF: 022820 0.0%
Value ($000) $0 Shares 321 Est. Cost Unrealized
NOTIS GLOBAL INC XXXREGISTRATION REVOKED BY THE SEC EFF: 112822 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
BTCS INC. 0PFD SUBJ TO XTRO REDEMPTION 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
BLKCF GLOBAL GAMING TECHNOLO F 0.0%
Value ($000) $0 Shares 250 Est. Cost $0.00 Unrealized 0.0%
LUKOY OIL CO LUKOIL PJSC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $0 Shares 27 Est. Cost Unrealized
CANNABIS SCIENCE INC XXXREGISTRATION REVOKED BY THE SEC EFF: 102519 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
HMNY HELIOS MATHESON 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $0.00 Unrealized 0.0%
NUVEEN INTER DUR QLTYXXXESC PEND POSS FUTR DISTR 0.0%
Value ($000) $0 Shares 1,667 Est. Cost Unrealized
GPLDQ GREAT PANTHER MINING L F 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
ASIA BROADBAND INC RESTRICTED SHARES 0.0%
Value ($000) $0 Shares 22 Est. Cost Unrealized
MMC NORILSK NICKEL PJS FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS 0.0%
Value ($000) $0 Shares 36 Est. Cost Unrealized
APPHARVEST INC XXXBANKRUPTCY EFF: 120623 0.0%
Value ($000) $0 Shares 1,150 Est. Cost Unrealized
NOHO NOVATION HLDGS INC 0.0%
Value ($000) $0 Shares 300,000 Est. Cost $0.00 Unrealized 0.0%
T3 MOTION INC XXXREGISTRATION REVOKED BY THE SEC EFF: 071619 0.0%
Value ($000) $0 Shares 5,555 Est. Cost Unrealized
GSLO GO SOLAR USA INC 0.0%
Value ($000) $0 Shares 18 Est. Cost $0.00 Unrealized 0.0%