ORG Partners LLC Quant / Systematic

CIK: 0001979372 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 13, 2023

Total Value ($000): $338,501 (100.0% shares, 0.0% debt)

Holdings (1,348)

VOXR VOX ROYALTY CORP REGISTERED SHS ISIN#CA92919F1036 5.9%
Value ($000) $20,020 Shares 9,910,750 Est. Cost $2.14 Unrealized 0.0%
AAPL APPLE INC 2.7%
Value ($000) $9,007 Shares 52,594 Est. Cost $147.35 Unrealized +23.1%
CMNIX CALAMOS MARKET NEUTRAL I 2.5%
Value ($000) $8,409 Shares 577,924 Est. Cost $14.55 Unrealized
BRK/B BERKSHIRE HATHAWAY 2.3%
Value ($000) $7,765 Shares 22,167 Est. Cost $309.52 Unrealized +14.6%
TSLA TESLA INC 1.9%
Value ($000) $6,506 Shares 26,002 Est. Cost $175.07 Unrealized +46.7%
SGIIX FIRST EAGLE GLOBAL I 1.7%
Value ($000) $5,910 Shares 96,302 Est. Cost $61.37 Unrealized
SCHD SCHWAB US DIVIDEND 1.7%
Value ($000) $5,902 Shares 83,416 Est. Cost $73.55 Unrealized
XOM EXXON MOBIL CORP 1.7%
Value ($000) $5,747 Shares 48,863 Est. Cost $100.18 Unrealized +0.8%
BLUEROCK TOTAL INCOME R 1.6%
Value ($000) $5,493 Shares 170,026 Est. Cost $32.31 Unrealized
GILD GILEAD SCIENCES INC 1.5%
Value ($000) $5,044 Shares 67,313 Est. Cost $74.68 Unrealized -5.4%
TSTIX TRANSAMERICA SHORT-TERM 1.4%
Value ($000) $4,710 Shares 493,203 Est. Cost $9.55 Unrealized
AMZN AMAZON.COM INC 1.3%
Value ($000) $4,259 Shares 33,506 Est. Cost $96.61 Unrealized +38.7%
SGOV ISHARES 0 TO 3 MNTH 1.2%
Value ($000) $4,041 Shares 40,144 Est. Cost $100.67 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $4,005 Shares 12,676 Est. Cost $249.46 Unrealized +30.1%
ET ENERGY TRANSFER L P LP 1.2%
Value ($000) $3,915 Shares 279,051 Est. Cost $12.50 Unrealized
EGFIX EDGEWOOD GROWTH INSTL 1.1%
Value ($000) $3,610 Shares 95,632 Est. Cost $37.74 Unrealized
ABT ABBOTT LABORATORIES 1.0%
Value ($000) $3,545 Shares 36,603 Est. Cost $100.20 Unrealized +0.2%
ABBV ABBVIE INC 0.9%
Value ($000) $3,177 Shares 21,299 Est. Cost $138.12 Unrealized -2.0%
NVDA NVIDIA CORP 0.9%
Value ($000) $3,065 Shares 7,045 Est. Cost $35.45 Unrealized +26.3%
OSTIX OSTERWEIS STRATEGIC INCO 0.9%
Value ($000) $3,050 Shares 288,501 Est. Cost $10.57 Unrealized
GOOG ALPHABET INC. 0.9%
Value ($000) $3,042 Shares 23,069 Est. Cost $107.00 Unrealized +20.6%
SWVXX SCHWAB VALUE ADVANTAGE M 0.8%
Value ($000) $2,768 Shares 2,768,090 Est. Cost $1.00 Unrealized
FLTRX NUVEEN LIMITED TERM MUNI 0.8%
Value ($000) $2,747 Shares 260,592 Est. Cost $10.54 Unrealized
IWB ISHARES TR RUSSELL 1000 ETF 0.8%
Value ($000) $2,720 Shares 11,581 Est. Cost $243.96 Unrealized
POLIX POLEN GROWTH INSTITUTION 0.8%
Value ($000) $2,688 Shares 72,579 Est. Cost $37.03 Unrealized
GTEYX GATEWAY Y 0.8%
Value ($000) $2,671 Shares 69,038 Est. Cost $38.69 Unrealized
HLMIX HARDING LOEVNER INTERNAT 0.7%
Value ($000) $2,301 Shares 95,741 Est. Cost $24.03 Unrealized
NOC NORTHROP GRUMMAN CO 0.6%
Value ($000) $2,181 Shares 4,950 Est. Cost $433.83 Unrealized -2.8%
PIONEER NATURAL RES 0.6%
Value ($000) $2,124 Shares 9,248 Est. Cost $210.38 Unrealized
GFAFX AMERICAN FUNDS GROWTH FU 0.6%
Value ($000) $2,099 Shares 35,627 Est. Cost $58.92 Unrealized
AMGN AMGEN INC. 0.6%
Value ($000) $1,991 Shares 7,409 Est. Cost $213.65 Unrealized +8.5%
NWKDX NATIONWIDE GENEVA SMALL 0.6%
Value ($000) $1,906 Shares 26,932 Est. Cost $70.77 Unrealized
PWS PACER WEALTHSHIELD ETF 0.5%
Value ($000) $1,811 Shares 68,744 Est. Cost $27.08 Unrealized
GWMIX AMG GW&K MUNICIPAL BOND 0.5%
Value ($000) $1,806 Shares 166,884 Est. Cost $10.82 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $1,777 Shares 5,876 Est. Cost $276.41 Unrealized +9.6%
IBM IBM CORP 0.5%
Value ($000) $1,710 Shares 12,185 Est. Cost $118.05 Unrealized +11.6%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $1,698 Shares 11,707 Est. Cost $128.36 Unrealized +10.9%
VMI VALMONT INDUSTRIES 0.5%
Value ($000) $1,645 Shares 6,850 Est. Cost $288.86 Unrealized -11.0%
ESIIX EATON VANCE SHORT DURATI 0.5%
Value ($000) $1,629 Shares 253,660 Est. Cost $6.42 Unrealized
BIL SPDR BLOOMBERG 1 3 MNTH 0.5%
Value ($000) $1,620 Shares 17,638 Est. Cost $91.59 Unrealized
DIVO AMPLIFY CWP ENHANCED DIV 0.4%
Value ($000) $1,519 Shares 43,735 Est. Cost $35.86 Unrealized
EMLP FIRST TRUST NORTH 0.4%
Value ($000) $1,516 Shares 57,398 Est. Cost $26.82 Unrealized
JPST JPMORGAN ULTRA SHORT 0.4%
Value ($000) $1,514 Shares 30,178 Est. Cost $50.14 Unrealized
TFXIX TRANSAMERICA BOND I 0.4%
Value ($000) $1,511 Shares 195,999 Est. Cost $7.71 Unrealized
SNSXX SCHWAB US TREASURY MONEY 0.4%
Value ($000) $1,403 Shares 1,402,517 Est. Cost $1.00 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $1,402 Shares 8,265 Est. Cost $170.56 Unrealized -2.0%
FINFX AMERICAN FUNDS FUNDAMENT 0.4%
Value ($000) $1,386 Shares 21,089 Est. Cost $65.74 Unrealized
WMT WALMART INC 0.4%
Value ($000) $1,358 Shares 8,487 Est. Cost $46.33 Unrealized +11.8%
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $1,307 Shares 3,327 Est. Cost $379.08 Unrealized
DIR DAILY 20 YEAR TRSRY 0.4%
Value ($000) $1,294 Shares 268,365 Est. Cost $8.30 Unrealized
GFFFX AMERICAN FUNDS GROWTH FU 0.4%
Value ($000) $1,285 Shares 21,667 Est. Cost $59.30 Unrealized
IUSB ISHARES TOTAL USD BOND 0.4%
Value ($000) $1,282 Shares 29,337 Est. Cost $46.18 Unrealized
QCOM QUALCOMM INC 0.4%
Value ($000) $1,260 Shares 11,348 Est. Cost $116.31 Unrealized -5.4%
COST COSTCO WHOLESALE CO 0.4%
Value ($000) $1,237 Shares 2,187 Est. Cost $487.14 Unrealized +9.3%
GOOGL ALPHABET INC. 0.4%
Value ($000) $1,233 Shares 9,423 Est. Cost $117.92 Unrealized +8.9%
BXFYX MASSMUTUAL GLOBAL FLTG R 0.4%
Value ($000) $1,219 Shares 138,537 Est. Cost $8.80 Unrealized
MCD MCDONALDS CORP 0.4%
Value ($000) $1,211 Shares 4,593 Est. Cost $273.09 Unrealized -1.3%
VTI VANGUARD TOTAL STOCK 0.4%
Value ($000) $1,207 Shares 5,681 Est. Cost $220.89 Unrealized
PTTRX PIMCO TOTAL RETURN INSTL 0.4%
Value ($000) $1,195 Shares 146,290 Est. Cost $8.17 Unrealized
SNOXX SCHWAB TREASURY OBLIG MO 0.4%
Value ($000) $1,191 Shares 1,190,818 Est. Cost $1.00 Unrealized
KMLM KFA MNT LUCAS FUTR INX 0.3%
Value ($000) $1,181 Shares 36,272 Est. Cost $29.44 Unrealized
MO ALTRIA GROUP INC 0.3%
Value ($000) $1,175 Shares 27,950 Est. Cost $36.35 Unrealized +0.2%
CVX CHEVRON CORP 0.3%
Value ($000) $1,160 Shares 6,872 Est. Cost $143.24 Unrealized +1.8%
CATY CATHAY GENERAL BANCO 0.3%
Value ($000) $1,133 Shares 32,606 Est. Cost $34.67 Unrealized -4.6%
EPD ENTERPRISE PRODS PART LP 0.3%
Value ($000) $1,126 Shares 41,123 Est. Cost $25.92 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,095 Shares 5,925 Est. Cost $176.65 Unrealized -1.6%
VONG VANGUARD RUSSELL 1000 0.3%
Value ($000) $1,089 Shares 15,908 Est. Cost $69.63 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,088 Shares 6,979 Est. Cost $148.89 Unrealized +3.0%
ROP ROPER TECHNOLOGIES 0.3%
Value ($000) $1,084 Shares 2,238 Est. Cost $445.37 Unrealized +8.4%
VTSAX VANGUARD TOTAL STOCK MKT 0.3%
Value ($000) $1,079 Shares 10,429 Est. Cost $103.41 Unrealized
BCOIX BAIRD CORE PLUS BOND INS 0.3%
Value ($000) $1,076 Shares 112,063 Est. Cost $9.60 Unrealized
EOG EOG RESOURCES INC 0.3%
Value ($000) $1,069 Shares 8,431 Est. Cost $104.44 Unrealized +12.2%
ARTUX ARTISAN FLOATING RATE FD 0.3%
Value ($000) $1,069 Shares 110,417 Est. Cost $9.68 Unrealized
CAH CARDINAL HEALTH INC 0.3%
Value ($000) $1,069 Shares 12,309 Est. Cost $80.59 Unrealized +7.6%
VAIPX VANGUARD INFLATION-PROTE 0.3%
Value ($000) $1,062 Shares 47,314 Est. Cost $22.45 Unrealized
MA MASTERCARD INC 0.3%
Value ($000) $1,053 Shares 2,657 Est. Cost $369.85 Unrealized +7.1%
AMEFX AMERICAN FUNDS INCOME FU 0.3%
Value ($000) $1,048 Shares 47,960 Est. Cost $21.86 Unrealized
JOHIX JOHCM INTERNATIONAL SELE 0.3%
Value ($000) $1,042 Shares 48,767 Est. Cost $21.37 Unrealized
LLY LILLY ELI & CO 0.3%
Value ($000) $1,041 Shares 1,936 Est. Cost $428.60 Unrealized +18.2%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $1,030 Shares 5,056 Est. Cost $187.00 Unrealized +10.2%
V VISA INC 0.3%
Value ($000) $1,007 Shares 4,376 Est. Cost $224.44 Unrealized +5.2%
PM PHILIP MORRIS INTL 0.3%
Value ($000) $992 Shares 10,716 Est. Cost $86.40 Unrealized -0.3%
STTBX VIRTUS SEIX INVESTMENT G 0.3%
Value ($000) $991 Shares 94,146 Est. Cost $10.53 Unrealized
XOP SPDR S&P OIL & GAS EXPL 0.3%
Value ($000) $990 Shares 6,693 Est. Cost $129.02 Unrealized
VZ VERIZON COMMUNICATN 0.3%
Value ($000) $990 Shares 30,536 Est. Cost $32.49 Unrealized -10.8%
VXF VANGUARD EXTENDED MARKET 0.3%
Value ($000) $982 Shares 6,851 Est. Cost $149.39 Unrealized
IEFA ISHARES CORE MSCI EAFE 0.3%
Value ($000) $974 Shares 15,139 Est. Cost $67.41 Unrealized
BABA ALIBABA GROUP HLDG LTD F 0.3%
Value ($000) $961 Shares 11,083 Est. Cost $84.21 Unrealized
KWEB KRANESHARES CSI CHINA 0.3%
Value ($000) $958 Shares 34,986 Est. Cost $29.85 Unrealized
ITW ILLINOIS TOOL WORKS 0.3%
Value ($000) $945 Shares 4,098 Est. Cost $219.64 Unrealized +4.7%
TIMUX TRANSAMERICA INTERMEDIAT 0.3%
Value ($000) $939 Shares 92,284 Est. Cost $10.17 Unrealized
CCIZX COLUMBIA SELIGMAN TECH & 0.3%
Value ($000) $936 Shares 7,836 Est. Cost $119.40 Unrealized
GWW WW GRAINGER INC 0.3%
Value ($000) $926 Shares 1,336 Est. Cost $673.02 Unrealized +5.3%
CTAS CINTAS CORP 0.3%
Value ($000) $919 Shares 1,907 Est. Cost $114.71 Unrealized +6.4%
INTC INTEL CORP 0.3%
Value ($000) $908 Shares 25,534 Est. Cost $28.28 Unrealized +21.0%
PHYS SPROTT PHYSICAL GOLD ETV 0.3%
Value ($000) $904 Shares 63,130 Est. Cost $14.94 Unrealized
NUE NUCOR CORP 0.3%
Value ($000) $895 Shares 5,721 Est. Cost $140.25 Unrealized +13.7%
QQQ INVSC QQQ TRUST SRS 1 0.3%
Value ($000) $880 Shares 2,456 Est. Cost $358.27 Unrealized
DBC INVESCO DB COMMODITY 0.3%
Value ($000) $869 Shares 34,791 Est. Cost $24.06 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $868 Shares 7,241 Est. Cost $94.48 Unrealized +14.2%
PFE PFIZER INC 0.3%
Value ($000) $848 Shares 25,554 Est. Cost $36.55 Unrealized -16.4%
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $846 Shares 1,978 Est. Cost $443.85 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $839 Shares 2,048 Est. Cost $431.16 Unrealized -3.7%
PG PROCTER & GAMBLE 0.2%
Value ($000) $826 Shares 5,659 Est. Cost $133.20 Unrealized +8.2%
MOO VANECK AGRIBUSINESS ETF 0.2%
Value ($000) $816 Shares 10,367 Est. Cost $87.13 Unrealized
APDFX ARTISAN HIGH INCOME ADVI 0.2%
Value ($000) $809 Shares 93,819 Est. Cost $8.62 Unrealized
LOW LOWES COMPANIES INC 0.2%
Value ($000) $796 Shares 3,826 Est. Cost $197.77 Unrealized +8.7%
CAT CATERPILLAR INC 0.2%
Value ($000) $787 Shares 2,882 Est. Cost $213.76 Unrealized +22.3%
IUSG ISHARES CORE US GROWTH 0.2%
Value ($000) $768 Shares 8,101 Est. Cost $89.10 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $752 Shares 1,475 Est. Cost $402.84 Unrealized +30.2%
D DOMINION ENERGY INC 0.2%
Value ($000) $747 Shares 16,718 Est. Cost $47.58 Unrealized -7.4%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $723 Shares 5,985 Est. Cost $123.16 Unrealized -4.4%
NFLX NETFLIX INC 0.2%
Value ($000) $711 Shares 1,883 Est. Cost $36.83 Unrealized +15.1%
IJH ISHARES CORE S&P MID-CAP 0.2%
Value ($000) $704 Shares 2,824 Est. Cost $262.20 Unrealized
UNH UNITEDHEALTH GRP INC 0.2%
Value ($000) $702 Shares 1,391 Est. Cost $464.88 Unrealized +1.1%
NSBRX NUVEEN DIVIDEND GROWTH I 0.2%
Value ($000) $684 Shares 13,391 Est. Cost $51.09 Unrealized
MUB ISHARES NATIONAL MUNI 0.2%
Value ($000) $665 Shares 6,485 Est. Cost $107.63 Unrealized
SUB ISHARES SHORT TERM NTNL 0.2%
Value ($000) $658 Shares 6,396 Est. Cost $104.70 Unrealized
KVLE KRANESHARES TR VALUE LINE DYNAMIC DIVIDEND EQUITY INDEX ETF INDEX ETF 0.2%
Value ($000) $648 Shares 30,511 Est. Cost $21.25 Unrealized
DBMF IMGP DBI MANAGED FUTURES 0.2%
Value ($000) $638 Shares 22,068 Est. Cost $28.68 Unrealized
COHEN STEERS QUAL INCOME 0.2%
Value ($000) $630 Shares 62,293 Est. Cost $11.78 Unrealized
PMPEX PRIMARK PRIVATE EQUITY I 0.2%
Value ($000) $626 Shares 54,684 Est. Cost $11.44 Unrealized
WMFFX AMERICAN FUNDS WASHINGTO 0.2%
Value ($000) $623 Shares 11,812 Est. Cost $52.75 Unrealized
SHOP SHOPIFY INC F 0.2%
Value ($000) $613 Shares 11,233 Est. Cost $44.73 Unrealized +35.5%
ADP AUTO DATA PROCESSING 0.2%
Value ($000) $607 Shares 2,521 Est. Cost $203.27 Unrealized +13.7%
WDAY WORKDAY INC 0.2%
Value ($000) $606 Shares 2,822 Est. Cost $202.48 Unrealized +14.5%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $602 Shares 2,358 Est. Cost $230.06 Unrealized +14.0%
SPLUNK INC 0.2%
Value ($000) $596 Shares 4,074 Est. Cost $105.54 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $589 Shares 2,903 Est. Cost $201.68 Unrealized +5.8%
JEPI JPMORGAN EQUITY PREMIUM 0.2%
Value ($000) $587 Shares 10,951 Est. Cost $55.00 Unrealized
PTLC PACER TRENDPILOT US 0.2%
Value ($000) $583 Shares 14,600 Est. Cost $38.18 Unrealized
APGYX AB LARGE CAP GROWTH ADVI 0.2%
Value ($000) $580 Shares 6,988 Est. Cost $83.00 Unrealized
HAP VANECK NATURAL RESOURCES 0.2%
Value ($000) $578 Shares 11,770 Est. Cost $50.19 Unrealized
EQL ALPS EQL SCTR WGHT 0.2%
Value ($000) $574 Shares 5,721 Est. Cost $104.46 Unrealized
KO THE COCA-COLA CO 0.2%
Value ($000) $567 Shares 10,121 Est. Cost $57.36 Unrealized -2.8%
ORCL ORACLE CORP 0.2%
Value ($000) $561 Shares 5,296 Est. Cost $100.39 Unrealized +12.3%
CTA SIMPLIFY MANAGED FUTURS 0.2%
Value ($000) $561 Shares 20,367 Est. Cost $23.41 Unrealized
FSTR FOSTER L B CO 0.2%
Value ($000) $559 Shares 29,542 Est. Cost $11.86 Unrealized +39.5%
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $558 Shares 5,775 Est. Cost $82.60 Unrealized +10.4%
BRO BROWN & BROWN INC 0.2%
Value ($000) $556 Shares 7,958 Est. Cost $62.66 Unrealized +12.1%
CLX CLOROX CO 0.2%
Value ($000) $550 Shares 4,197 Est. Cost $147.59 Unrealized -5.2%
NTNX NUTANIX INC 0.2%
Value ($000) $548 Shares 15,709 Est. Cost $27.07 Unrealized +15.9%
GAFFX AMERICAN FUNDS GROWTH FU 0.2%
Value ($000) $548 Shares 9,202 Est. Cost $59.54 Unrealized
ASPZX ALGER SPECTRA Z 0.2%
Value ($000) $546 Shares 28,606 Est. Cost $19.07 Unrealized
UMBMX CARILLON SCOUT MID CAP I 0.2%
Value ($000) $545 Shares 27,442 Est. Cost $19.84 Unrealized
SDGAX DWS CAPITAL GROWTH A 0.2%
Value ($000) $542 Shares 5,595 Est. Cost $96.92 Unrealized
EXPD EXPEDITORS INTL WASH 0.2%
Value ($000) $542 Shares 4,724 Est. Cost $109.94 Unrealized +4.9%
WST WEST PHARM SRVC INC 0.2%
Value ($000) $539 Shares 1,436 Est. Cost $354.80 Unrealized +8.3%
CHD CHURCH & DWIGHT CO INC I 0.2%
Value ($000) $533 Shares 5,820 Est. Cost $91.30 Unrealized +2.0%
APD AIR PROD & CHEMICALS 0.2%
Value ($000) $532 Shares 1,874 Est. Cost $265.26 Unrealized +3.6%
AGG ISHARES CORE US 0.2%
Value ($000) $528 Shares 5,613 Est. Cost $97.79 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $523 Shares 1,743 Est. Cost $245.05 Unrealized +22.1%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $522 Shares 1,430 Est. Cost $359.33 Unrealized +7.4%
DOV DOVER CORP 0.2%
Value ($000) $521 Shares 3,733 Est. Cost $138.45 Unrealized +1.4%
QUAL ISHARES MSCI USA QLTY 0.2%
Value ($000) $514 Shares 3,898 Est. Cost $125.90 Unrealized
PPG PPG INDUSTRIES INC 0.2%
Value ($000) $513 Shares 3,953 Est. Cost $131.68 Unrealized +1.0%
AKRE FOCUS INSTL 0.2%
Value ($000) $509 Shares 9,594 Est. Cost $53.04 Unrealized
IVV ISHARES CORE S&P 500 0.1%
Value ($000) $499 Shares 1,161 Est. Cost $416.36 Unrealized
AOS SMITH A O 0.1%
Value ($000) $498 Shares 7,528 Est. Cost $65.36 Unrealized +4.1%
TMO THERMO FISHER SCNTFC 0.1%
Value ($000) $497 Shares 982 Est. Cost $534.26 Unrealized -1.0%
MDIJX MFS INTL DIVERSIFICATION 0.1%
Value ($000) $490 Shares 23,052 Est. Cost $21.25 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $489 Shares 2,888 Est. Cost $167.69 Unrealized +5.7%
BA BOEING CO 0.1%
Value ($000) $488 Shares 2,548 Est. Cost $210.51 Unrealized +3.9%
AFL AFLAC INC 0.1%
Value ($000) $488 Shares 6,360 Est. Cost $64.27 Unrealized +9.7%
BMY BRISTOL-MYERS SQUIBB 0.1%
Value ($000) $488 Shares 8,402 Est. Cost $56.49 Unrealized -3.8%
SWK STANLEY BLACK & DECK 0.1%
Value ($000) $485 Shares 5,797 Est. Cost $74.47 Unrealized +13.0%
INVSC BULLETSHARES 2023 0.1%
Value ($000) $484 Shares 22,784 Est. Cost $21.09 Unrealized
SCHR SCHWAB INTERMEDIATE TERM 0.1%
Value ($000) $455 Shares 9,489 Est. Cost $48.99 Unrealized
UPS UNITED PARCEL SRVC 0.1%
Value ($000) $453 Shares 2,907 Est. Cost $154.55 Unrealized -1.9%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $453 Shares 3,935 Est. Cost $123.12 Unrealized
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $441 Shares 6,202 Est. Cost $72.91 Unrealized -2.8%
INVSC BULLETSHAR 2024 0.1%
Value ($000) $440 Shares 21,268 Est. Cost $20.63 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $437 Shares 525 Est. Cost $75.73 Unrealized +10.9%
NEM NEWMONT CORP 0.1%
Value ($000) $436 Shares 11,780 Est. Cost $44.82 Unrealized -14.5%
NOW SERVICE NOW INC 0.1%
Value ($000) $433 Shares 774 Est. Cost $99.98 Unrealized +14.1%
CI THE CIGNA GROUP 0.1%
Value ($000) $429 Shares 1,500 Est. Cost $247.94 Unrealized +10.0%
FCORX NUVEEN CO MUNICIPAL BOND 0.1%
Value ($000) $428 Shares 44,794 Est. Cost $9.55 Unrealized
NKE NIKE INC 0.1%
Value ($000) $427 Shares 4,467 Est. Cost $102.30 Unrealized -4.0%
AMAGX AMANA GROWTH INVESTOR 0.1%
Value ($000) $423 Shares 6,683 Est. Cost $63.22 Unrealized
TLT ISHARES 20 PLS YEAR 0.1%
Value ($000) $414 Shares 4,671 Est. Cost $102.30 Unrealized
CPB CAMPBELL SOUP CO 0.1%
Value ($000) $398 Shares 9,676 Est. Cost $46.94 Unrealized -14.5%
WESTERN ASSET MUNICIPAL 0.1%
Value ($000) $393 Shares 64,528 Est. Cost $6.48 Unrealized
BDX BECTON DICKINSON&CO 0.1%
Value ($000) $388 Shares 1,498 Est. Cost $241.97 Unrealized +6.7%
OKTA OKTA INC 0.1%
Value ($000) $387 Shares 4,751 Est. Cost $75.94 Unrealized -0.2%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $386 Shares 7,174 Est. Cost $45.51 Unrealized +10.5%
SMTC SEMTECH CORP 0.1%
Value ($000) $385 Shares 14,969 Est. Cost $21.59 Unrealized +21.6%
FCOZX FRANKLIN CO TAX FREE INC 0.1%
Value ($000) $384 Shares 38,955 Est. Cost $9.85 Unrealized
WCMIX WCM FOCUSED INTERNATIONA 0.1%
Value ($000) $382 Shares 18,606 Est. Cost $20.51 Unrealized
MTSI MA COM TECH SOLUTN 0.1%
Value ($000) $377 Shares 4,624 Est. Cost $67.55 Unrealized +9.5%
IJR ISHARES CORE S&P 0.1%
Value ($000) $377 Shares 3,992 Est. Cost $96.99 Unrealized
OKE ONEOK INC 0.1%
Value ($000) $372 Shares 5,857 Est. Cost $54.14 Unrealized +7.1%
GS GOLDMAN SACHS GROUP 0.1%
Value ($000) $368 Shares 1,138 Est. Cost $307.90 Unrealized +2.4%
ED CONSOLIDATED EDISON 0.1%
Value ($000) $368 Shares 4,297 Est. Cost $87.29 Unrealized -3.9%
YACKX AMG YACKTMAN I 0.1%
Value ($000) $364 Shares 16,404 Est. Cost $22.21 Unrealized
PTBD PACER TRENDPILOT US BOND 0.1%
Value ($000) $363 Shares 18,613 Est. Cost $20.14 Unrealized
VGSH VANGUARD SHORT TERM 0.1%
Value ($000) $361 Shares 6,268 Est. Cost $58.52 Unrealized
ADM ARCHER-DANIELS-MIDLN 0.1%
Value ($000) $359 Shares 4,752 Est. Cost $69.31 Unrealized +7.6%
SPG SIMON PPTY GROUP 0.1%
Value ($000) $357 Shares 3,301 Est. Cost $94.54 Unrealized +9.2%
GPC GENUINE PARTS CO 0.1%
Value ($000) $356 Shares 2,458 Est. Cost $151.30 Unrealized -4.5%
VEA VANGUARD FTSE DEVELOPED 0.1%
Value ($000) $355 Shares 8,120 Est. Cost $45.47 Unrealized
MKC MC CORMICK & CO INC 0.1%
Value ($000) $355 Shares 4,690 Est. Cost $82.79 Unrealized -5.0%
ATO ATMOS ENERGY CORP 0.1%
Value ($000) $352 Shares 3,323 Est. Cost $108.41 Unrealized +1.5%
EIX EDISON INTERNTNL 0.1%
Value ($000) $350 Shares 5,537 Est. Cost $62.32 Unrealized +0.1%
CWVIX CALVERT INTERNATIONAL EQ 0.1%
Value ($000) $345 Shares 16,154 Est. Cost $21.36 Unrealized
ACTIVISION BLIZZARD 0.1%
Value ($000) $342 Shares 3,657 Est. Cost $86.30 Unrealized
RIVN RIVIAN AUTOMOTIVE INC CL A 0.1%
Value ($000) $340 Shares 14,021 Est. Cost $16.96 Unrealized +37.7%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $339 Shares 8,918 Est. Cost $39.04 Unrealized -7.4%
FNPFX AMERICAN FUNDS NEW PERSP 0.1%
Value ($000) $339 Shares 6,394 Est. Cost $53.05 Unrealized
INVSC BULLETSHARES 2025 0.1%
Value ($000) $339 Shares 16,863 Est. Cost $20.32 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $336 Shares 2,992 Est. Cost $112.85 Unrealized +0.1%
ALB ALBEMARLE CORP 0.1%
Value ($000) $335 Shares 1,969 Est. Cost $196.03 Unrealized -2.4%
BF/B BROWN FORMAN CORP 0.1%
Value ($000) $333 Shares 5,774 Est. Cost $60.39 Unrealized +4.3%
FANG DIAMONDBACK ENERGY 0.1%
Value ($000) $333 Shares 2,148 Est. Cost $129.87 Unrealized +3.3%
TOTALENERGIES SE F 0.1%
Value ($000) $332 Shares 5,046 Est. Cost $65.76 Unrealized
BSCQ INVSC BULLETSHARS 2026 0.1%
Value ($000) $332 Shares 17,650 Est. Cost $19.17 Unrealized
GSMTX GOLDMAN SACHS DYNAMIC MU 0.1%
Value ($000) $329 Shares 22,696 Est. Cost $14.49 Unrealized
GD GENERAL DYNAMICS CO 0.1%
Value ($000) $329 Shares 1,486 Est. Cost $204.58 Unrealized +3.2%
CINF CINCINNATI FINL 0.1%
Value ($000) $328 Shares 3,202 Est. Cost $96.44 Unrealized +2.0%
IEMG ISHARES CORE MSCI 0.1%
Value ($000) $324 Shares 6,799 Est. Cost $48.93 Unrealized
NLY ANNALY CAP MGMT INC COM NEW 0.1%
Value ($000) $314 Shares 16,687 Est. Cost $19.11 Unrealized
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $308 Shares 11,263 Est. Cost $30.46 Unrealized -8.7%
KMI KINDER MORGAN INC 0.1%
Value ($000) $308 Shares 18,598 Est. Cost $15.24 Unrealized +0.1%
ITOT ISHARES CORE S&P TOTAL 0.1%
Value ($000) $306 Shares 3,244 Est. Cost $91.39 Unrealized
PRBLX PARNASSUS CORE EQUITY IN 0.1%
Value ($000) $304 Shares 5,820 Est. Cost $52.27 Unrealized
IWF ISHARES RUSSELL 1000 0.1%
Value ($000) $304 Shares 1,141 Est. Cost $275.30 Unrealized
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $302 Shares 1,894 Est. Cost $159.07 Unrealized -0.1%
DE DEERE & CO 0.1%
Value ($000) $301 Shares 798 Est. Cost $367.88 Unrealized +8.2%
FWMIX AMERICAN FUNDS WASHINGTO 0.1%
Value ($000) $301 Shares 5,707 Est. Cost $52.77 Unrealized
DGEIX DFA GLOBAL EQUITY I 0.1%
Value ($000) $300 Shares 10,654 Est. Cost $28.12 Unrealized
FWGIX AMERICAN FUNDS CAPITAL W 0.1%
Value ($000) $294 Shares 5,349 Est. Cost $54.96 Unrealized
MRK MERCK & CO. INC. 0.1%
Value ($000) $293 Shares 2,844 Est. Cost $104.47 Unrealized -4.4%
VYM VANGUARD HIGH DIVIDEND 0.1%
Value ($000) $291 Shares 2,810 Est. Cost $105.98 Unrealized
VFIAX VANGUARD 500 INDEX ADMIR 0.1%
Value ($000) $286 Shares 721 Est. Cost $396.68 Unrealized
FSHYX NUVEEN SHORT TERM MUNICI 0.1%
Value ($000) $285 Shares 29,564 Est. Cost $9.65 Unrealized
NOBL PROSHARES S&P 500 DIV 0.1%
Value ($000) $279 Shares 3,146 Est. Cost $94.34 Unrealized
DRSK APTUS DEFINED RISK ETF 0.1%
Value ($000) $279 Shares 11,952 Est. Cost $23.31 Unrealized
UPRO PROSHARES ULTRAPRO S&P 0.1%
Value ($000) $272 Shares 6,616 Est. Cost $40.59 Unrealized
APH AMPHENOL CORP 0.1%
Value ($000) $272 Shares 3,240 Est. Cost $42.09 Unrealized +0.1%
WTW WILLIS TOWERS WATSON P F 0.1%
Value ($000) $272 Shares 1,301 Est. Cost $222.61 Unrealized -7.1%
APDTX ARTISAN FOCUS FUND ADVIS 0.1%
Value ($000) $271 Shares 16,420 Est. Cost $16.52 Unrealized
CSVIX CALVERT SMALL-CAP I 0.1%
Value ($000) $270 Shares 8,996 Est. Cost $30.05 Unrealized
KAYNE ANDERSON ENERGY IN 0.1%
Value ($000) $270 Shares 32,122 Est. Cost $8.64 Unrealized
GOVT ISHARES US TREASURY BOND 0.1%
Value ($000) $270 Shares 12,255 Est. Cost $23.40 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $269 Shares 4,075 Est. Cost $68.53 Unrealized -2.2%
NSRGY NESTLE SA SPONSORED ADR REPSTG REG SHS ISIN#US6410694060 0.1%
Value ($000) $269 Shares 2,376 Est. Cost $120.40 Unrealized
PYPL PAYPAL HOLDINGS INCORPOR 0.1%
Value ($000) $267 Shares 4,573 Est. Cost $68.02 Unrealized -4.5%
ABNB AIRBNB INC 0.1%
Value ($000) $266 Shares 1,941 Est. Cost $116.96 Unrealized +18.0%
MRSH MARSH & MC LENNAN CO 0.1%
Value ($000) $260 Shares 1,364 Est. Cost $184.60 Unrealized 0.0%
IISIX VOYA STRATEGIC INCOME OP 0.1%
Value ($000) $257 Shares 28,884 Est. Cost $8.90 Unrealized
XLU SELECT SECTOR UTI SELECT 0.1%
Value ($000) $257 Shares 4,353 Est. Cost $65.60 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $256 Shares 4,463 Est. Cost $70.00 Unrealized -8.0%
FISV FISERV INC 0.1%
Value ($000) $255 Shares 2,261 Est. Cost $117.72 Unrealized +4.6%
VTMFX VANGUARD TAX-MANAGED BAL 0.1%
Value ($000) $248 Shares 6,529 Est. Cost $37.93 Unrealized
GWEIX AMG GW&K SMALL CAP CORE 0.1%
Value ($000) $244 Shares 8,779 Est. Cost $27.74 Unrealized
STIP ISHARES 0-5 YEAR TIPS 0.1%
Value ($000) $242 Shares 2,500 Est. Cost $97.20 Unrealized
VGIT VANGUARD INTRMDIAT TRM 0.1%
Value ($000) $241 Shares 4,211 Est. Cost $58.37 Unrealized
CFIHX AMERICAN FUNDS CAPITAL I 0.1%
Value ($000) $240 Shares 3,911 Est. Cost $61.49 Unrealized
BSM BLACK STONE MINERALS LP 0.1%
Value ($000) $239 Shares 13,900 Est. Cost $16.13 Unrealized
SHY ISHARES 1-3 YEAR TREASRY 0.1%
Value ($000) $239 Shares 2,947 Est. Cost $80.94 Unrealized
VTCLX VANGUARD TAX-MANAGED CAP 0.1%
Value ($000) $237 Shares 1,068 Est. Cost $221.77 Unrealized
MUNI PIMCO INTRMEDIATE MUNI 0.1%
Value ($000) $236 Shares 4,711 Est. Cost $52.24 Unrealized
ACIO APTUS COLLARED INV 0.1%
Value ($000) $234 Shares 7,687 Est. Cost $30.43 Unrealized
DVY ISHARES SELECT DIVIDEND 0.1%
Value ($000) $232 Shares 2,157 Est. Cost $113.49 Unrealized
PANW PALO ALTO NETWORKS 0.1%
Value ($000) $224 Shares 957 Est. Cost $104.05 Unrealized +13.7%
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $223 Shares 2,421 Est. Cost $82.56 Unrealized +10.9%
LVMUY LVMH MOET HENNESSY LOU F 0.1%
Value ($000) $222 Shares 1,468 Est. Cost $186.82 Unrealized
RTMTX RUSSELL INV TAX-MANAGED 0.1%
Value ($000) $219 Shares 3,434 Est. Cost $63.74 Unrealized
PLTR PALANTIR TECHNOLOGIES IN 0.1%
Value ($000) $218 Shares 13,650 Est. Cost $14.71 Unrealized +8.3%
FFICX AMERICAN FUNDS INVMT CO 0.1%
Value ($000) $218 Shares 4,727 Est. Cost $46.14 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $218 Shares 1,052 Est. Cost $200.24 Unrealized +4.9%
ARTTX ARTISAN FOCUS FUND INVES 0.1%
Value ($000) $217 Shares 13,215 Est. Cost $16.43 Unrealized
LIN LINDE PLC F 0.1%
Value ($000) $215 Shares 578 Est. Cost $352.90 Unrealized +4.6%
DGRO ISHARES CORE DIVIDEND 0.1%
Value ($000) $214 Shares 4,317 Est. Cost $50.26 Unrealized
SMCFX AMERICAN FUNDS SMALLCAP 0.1%
Value ($000) $212 Shares 3,480 Est. Cost $60.81 Unrealized
OUSA ALPS O SHARES U S QLTY 0.1%
Value ($000) $211 Shares 5,026 Est. Cost $42.48 Unrealized
T A T & T INC 0.1%
Value ($000) $210 Shares 14,012 Est. Cost $15.97 Unrealized -18.9%
MCK MCKESSON CORP 0.1%
Value ($000) $208 Shares 478 Est. Cost $379.54 Unrealized +9.8%
DUGIX DELAWARE STRATEGIC INCOM 0.1%
Value ($000) $207 Shares 29,027 Est. Cost $7.12 Unrealized
URNM SPROTT URANIUM MINERS 0.1%
Value ($000) $207 Shares 4,380 Est. Cost $46.76 Unrealized
XBNYX BLACKROCK NY MUNICIPAL I 0.1%
Value ($000) $206 Shares 22,659 Est. Cost $10.36 Unrealized
DNVYX DAVIS NY VENTURE Y 0.1%
Value ($000) $206 Shares 7,991 Est. Cost $25.72 Unrealized
AFMBX AMERICAN FUNDS AMERICAN 0.1%
Value ($000) $203 Shares 6,886 Est. Cost $29.54 Unrealized
DLR DIGITAL REALTY TRUST 0.1%
Value ($000) $203 Shares 1,677 Est. Cost $90.52 Unrealized +25.5%
CFWIX CALVERT GLOBAL WATER I 0.1%
Value ($000) $198 Shares 7,840 Est. Cost $25.29 Unrealized
DBND DOUBLELINE OPPORTUNISTIC 0.1%
Value ($000) $198 Shares 4,477 Est. Cost $44.12 Unrealized
SBGSY SCHNEIDER ELECTRIC SA F 0.1%
Value ($000) $194 Shares 5,887 Est. Cost $35.60 Unrealized
DFLVX DFA US LARGE CAP VALUE I 0.1%
Value ($000) $194 Shares 4,642 Est. Cost $41.75 Unrealized
PB PROSPERITY BANCSHARE 0.1%
Value ($000) $191 Shares 3,500 Est. Cost $54.39 Unrealized -1.9%
GAIEX AMERICAN FUNDS GROWTH AN 0.1%
Value ($000) $189 Shares 11,840 Est. Cost $15.95 Unrealized
IWS ISHARES RUSSELL MID CAP 0.1%
Value ($000) $187 Shares 1,794 Est. Cost $107.33 Unrealized
AMLP ALPS ALERIAN MLP ETF 0.1%
Value ($000) $186 Shares 4,416 Est. Cost $39.37 Unrealized
FIFAX AMERICAN FUNDS INCOME FU 0.1%
Value ($000) $186 Shares 8,489 Est. Cost $21.87 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $185 Shares 2,866 Est. Cost $65.30 Unrealized -2.3%
LDLFX LORD ABBETT SHORT DURATI 0.1%
Value ($000) $182 Shares 47,882 Est. Cost $3.80 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $182 Shares 1,043 Est. Cost $168.11 Unrealized +5.2%
MPLX MPLX LP LP 0.1%
Value ($000) $182 Shares 5,106 Est. Cost $33.85 Unrealized
FXAIX FIDELITY 500 INDEX 0.1%
Value ($000) $182 Shares 1,215 Est. Cost $149.41 Unrealized
PROSHARES SHORT S&P 500 0.1%
Value ($000) $181 Shares 12,507 Est. Cost $14.36 Unrealized
SDIV GLOBAL X FDS SUPERDIVIDEND ETF NEW 0.1%
Value ($000) $180 Shares 8,223 Est. Cost $21.91 Unrealized
SHEL SHELL PLC F 0.1%
Value ($000) $180 Shares 2,797 Est. Cost $60.63 Unrealized
DIS WALT DISNEY CO 0.1%
Value ($000) $177 Shares 2,188 Est. Cost $92.55 Unrealized -9.8%
SPHD INVESCO S&P 500 HIGH 0.1%
Value ($000) $176 Shares 4,500 Est. Cost $41.65 Unrealized
NSC NORFOLK SOUTHERN CO 0.1%
Value ($000) $176 Shares 894 Est. Cost $200.25 Unrealized +2.4%
ETF MANG ETHO CLIMATE 0.1%
Value ($000) $176 Shares 3,516 Est. Cost $53.36 Unrealized
XLK TECHNOLOGY SELECT SECTOR 0.1%
Value ($000) $175 Shares 1,067 Est. Cost $173.60 Unrealized
MDT MEDTRONIC PLC F 0.1%
Value ($000) $174 Shares 2,226 Est. Cost $79.38 Unrealized -2.0%
TIBAX THORNBURG INVESTMENT INC 0.1%
Value ($000) $173 Shares 7,747 Est. Cost $22.35 Unrealized
JHEQX JPMORGAN HEDGED EQUITY I 0.1%
Value ($000) $171 Shares 6,372 Est. Cost $26.83 Unrealized
MU MICRON TECHNOLOGY 0.1%
Value ($000) $171 Shares 2,507 Est. Cost $63.48 Unrealized +4.4%
KLCIX FEDERATED HERMES KAUFMAN 0.1%
Value ($000) $170 Shares 7,471 Est. Cost $22.77 Unrealized
ARKK ARK INNOVATION ETF 0.1%
Value ($000) $169 Shares 4,270 Est. Cost $45.11 Unrealized
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $166 Shares 3,279 Est. Cost $52.28 Unrealized
SCHZ SCHWAB US AGGREGATE BOND 0.0%
Value ($000) $165 Shares 3,726 Est. Cost $46.85 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $164 Shares 1,082 Est. Cost $109.92 Unrealized +20.7%
SRE SEMPRA 0.0%
Value ($000) $163 Shares 2,400 Est. Cost $67.69 Unrealized -1.6%
IVW ISHARES S&P 500 GROWTH 0.0%
Value ($000) $163 Shares 2,383 Est. Cost $70.42 Unrealized
SPYG SPDR S&P 500 GROWTH ETF 0.0%
Value ($000) $163 Shares 2,747 Est. Cost $60.91 Unrealized
VXUS VANGUARD TOTAL INTERNTL 0.0%
Value ($000) $161 Shares 3,006 Est. Cost $55.65 Unrealized
ADME APTUS DRAWDOWN MANAGED 0.0%
Value ($000) $161 Shares 4,583 Est. Cost $35.05 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $159 Shares 1,533 Est. Cost $107.36 Unrealized
BCE BCE INC F 0.0%
Value ($000) $159 Shares 4,154 Est. Cost $37.76 Unrealized -8.3%
AMP AMERIPRISE FINL 0.0%
Value ($000) $158 Shares 480 Est. Cost $296.47 Unrealized +11.5%
VAFIX INVESCO AMERICAN FRANCHI 0.0%
Value ($000) $157 Shares 7,541 Est. Cost $20.87 Unrealized
NXPI NXP SEMICONDUCTORS F 0.0%
Value ($000) $157 Shares 784 Est. Cost $169.19 Unrealized +17.1%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $156 Shares 4,181 Est. Cost $38.80 Unrealized +0.5%
CMG CHIPOTLE MEXICAN GRL 0.0%
Value ($000) $156 Shares 85 Est. Cost $39.56 Unrealized -1.4%
AQUILA TAX-FREE FUND OF 0.0%
Value ($000) $155 Shares 16,326 Est. Cost $9.49 Unrealized
YAFIX AMG YACKTMAN FOCUSED I 0.0%
Value ($000) $153 Shares 8,025 Est. Cost $19.03 Unrealized
XAXCX INVESCO DYNAMIC CREDIT O 0.0%
Value ($000) $152 Shares 13,444 Est. Cost $11.28 Unrealized
ROK ROCKWELL AUTOMATION 0.0%
Value ($000) $151 Shares 527 Est. Cost $275.92 Unrealized +7.5%
AEGFX AMERICAN FUNDS EUROPACIF 0.0%
Value ($000) $151 Shares 2,950 Est. Cost $51.03 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $150 Shares 2,434 Est. Cost $52.51 Unrealized +13.8%
IT GARTNER INC 0.0%
Value ($000) $149 Shares 434 Est. Cost $325.62 Unrealized +7.1%
CPRT COPART INC 0.0%
Value ($000) $149 Shares 3,452 Est. Cost $44.25 Unrealized +0.5%
PGR PROGRESSIVE CO OHIO 0.0%
Value ($000) $148 Shares 1,066 Est. Cost $120.52 Unrealized -0.1%
SPLV INVESCO S&P 500 LOW 0.0%
Value ($000) $148 Shares 2,515 Est. Cost $62.92 Unrealized
DODBX DODGE & COX BALANCED I 0.0%
Value ($000) $145 Shares 1,512 Est. Cost $96.16 Unrealized
TOL TOLL BROTHERS INC 0.0%
Value ($000) $144 Shares 1,953 Est. Cost $67.10 Unrealized +17.7%
MBB ISHARES MBS ETF 0.0%
Value ($000) $144 Shares 1,624 Est. Cost $94.90 Unrealized
NEFFX AMERICAN FUNDS NEW ECONO 0.0%
Value ($000) $143 Shares 2,876 Est. Cost $49.66 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $142 Shares 1,032 Est. Cost $142.43 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $142 Shares 1,283 Est. Cost $85.40 Unrealized +3.8%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $142 Shares 520 Est. Cost $282.90 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $141 Shares 1,267 Est. Cost $106.77 Unrealized -3.0%
MDLZ MONDELEZ INTL 0.0%
Value ($000) $141 Shares 2,027 Est. Cost $68.31 Unrealized -1.6%
NFE NEW FORTRESS ENERGY A 0.0%
Value ($000) $138 Shares 4,206 Est. Cost $29.05 Unrealized +1.2%
FCNTX FIDELITY CONTRAFUND 0.0%
Value ($000) $138 Shares 9,248 Est. Cost $14.90 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $136 Shares 1,229 Est. Cost $116.39 Unrealized 0.0%
LKEQX LKCM EQUITY 0.0%
Value ($000) $136 Shares 4,221 Est. Cost $32.14 Unrealized
WSTCM CREDIT SELECT RISK 0.0%
Value ($000) $135 Shares 13,443 Est. Cost $10.03 Unrealized
MWTIX METROPOLITAN WEST TOTAL 0.0%
Value ($000) $134 Shares 15,442 Est. Cost $8.65 Unrealized
HAL HALLIBURTON CO HLDG 0.0%
Value ($000) $133 Shares 3,295 Est. Cost $29.68 Unrealized +24.6%
NTBIX NAVIGATOR TACTICAL FIXED 0.0%
Value ($000) $133 Shares 14,019 Est. Cost $9.52 Unrealized
VRP INVSC VARIABLE RATE 0.0%
Value ($000) $132 Shares 5,900 Est. Cost $22.32 Unrealized
BR BROADRIDGE FINL SOLU 0.0%
Value ($000) $131 Shares 734 Est. Cost $169.43 Unrealized +0.5%
SPDW SPDR PORTFOLIO DVLPD 0.0%
Value ($000) $131 Shares 4,229 Est. Cost $32.17 Unrealized
VWO VANGUARD FTSE EMERGING 0.0%
Value ($000) $130 Shares 3,326 Est. Cost $40.55 Unrealized
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $130 Shares 9,334 Est. Cost $10.23 Unrealized +23.0%
EICAX EATON VANCE CA MUNICIPAL 0.0%
Value ($000) $130 Shares 13,440 Est. Cost $9.69 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $129 Shares 1,414 Est. Cost $97.26 Unrealized -4.9%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $126 Shares 754 Est. Cost $139.36 Unrealized +11.5%
EFV ISHARES MSCI EAFE VALUE 0.0%
Value ($000) $126 Shares 2,576 Est. Cost $49.10 Unrealized
CHE CHEMED CORP 0.0%
Value ($000) $126 Shares 242 Est. Cost $515.33 Unrealized 0.0%
BREIX BARON REAL ESTATE INSTIT 0.0%
Value ($000) $125 Shares 4,127 Est. Cost $30.29 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $125 Shares 3,704 Est. Cost $27.14 Unrealized +13.7%
OTTR OTTER TAIL CORP 0.0%
Value ($000) $125 Shares 1,643 Est. Cost $70.21 Unrealized +9.9%
DGRS WISDOMTREE TR US SMALL CAP QUALITY DIVID GROWTH FD 0.0%
Value ($000) $124 Shares 3,023 Est. Cost $41.18 Unrealized
TNA DIREXION DAILY SMALL CAP 0.0%
Value ($000) $124 Shares 4,300 Est. Cost $28.74 Unrealized
TJX TJX COMPANIES INC 0.0%
Value ($000) $123 Shares 1,380 Est. Cost $76.14 Unrealized +12.1%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $123 Shares 402 Est. Cost $318.43 Unrealized +8.5%
WPOPX WEITZ PARTNERS III OPPOR 0.0%
Value ($000) $122 Shares 9,950 Est. Cost $12.31 Unrealized
ASML ASML HOLDING N V F 0.0%
Value ($000) $122 Shares 208 Est. Cost $735.18 Unrealized
IRDM IRIDIUM COMMUNICATIONS I 0.0%
Value ($000) $121 Shares 2,666 Est. Cost $61.86 Unrealized -16.3%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $120 Shares 1,596 Est. Cost $79.95 Unrealized -7.0%
CMCSA COMCAST CORP 0.0%
Value ($000) $120 Shares 2,706 Est. Cost $36.65 Unrealized +13.2%
LUV SOUTHWEST AIRLINES 0.0%
Value ($000) $119 Shares 4,396 Est. Cost $29.51 Unrealized +4.7%
VONE VANGUARD RUSSELL 1000 0.0%
Value ($000) $119 Shares 611 Est. Cost $201.69 Unrealized
XLC COMMUNICAT SVS SLCT SEC 0.0%
Value ($000) $117 Shares 1,786 Est. Cost $65.32 Unrealized
TORTOISE ENERGY INFRASTR 0.0%
Value ($000) $116 Shares 8,460 Est. Cost $13.72 Unrealized
XLY SPDR FUND CONSUMER 0.0%
Value ($000) $115 Shares 716 Est. Cost $170.42 Unrealized
EFG ISHARES MSCI EAFE GROWTH 0.0%
Value ($000) $115 Shares 1,333 Est. Cost $93.93 Unrealized
TSM TAIWAN SEMICONDUCTR F 0.0%
Value ($000) $115 Shares 1,322 Est. Cost $103.15 Unrealized
PNR PENTAIR PLC F 0.0%
Value ($000) $115 Shares 1,773 Est. Cost $55.91 Unrealized +17.3%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $115 Shares 752 Est. Cost $158.75 Unrealized -1.7%
RHHBY ROCHE HLDG AG F 0.0%
Value ($000) $115 Shares 3,380 Est. Cost $38.19 Unrealized
VPCCX VANGUARD PRIMECAP CORE I 0.0%
Value ($000) $114 Shares 3,735 Est. Cost $30.44 Unrealized
HPK HIGHPEAK ENERGY INC 0.0%
Value ($000) $112 Shares 6,648 Est. Cost $14.08 Unrealized 0.0%
EDOW FIRST TRUST DOW 30 EQUAL 0.0%
Value ($000) $112 Shares 3,854 Est. Cost $29.86 Unrealized
IWM ISHARES RUSSELL 2000 0.0%
Value ($000) $109 Shares 614 Est. Cost $187.39 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $107 Shares 3,487 Est. Cost $30.54 Unrealized +0.1%
PGINX IMPAX GLOBAL ENVIRONMENT 0.0%
Value ($000) $107 Shares 5,377 Est. Cost $19.91 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $107 Shares 888 Est. Cost $88.54 Unrealized +16.7%
IWD ISHARES RUSSELL 1000 0.0%
Value ($000) $106 Shares 698 Est. Cost $154.32 Unrealized
RRC RANGE RESOURCES CORP 0.0%
Value ($000) $105 Shares 3,253 Est. Cost $27.22 Unrealized +14.9%
MFTNX ARROW MANAGED FUTURES ST 0.0%
Value ($000) $105 Shares 14,739 Est. Cost $7.15 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $105 Shares 6,410 Est. Cost $13.71 Unrealized +19.4%
XHB SPDR S&P HOMEBUILDERS 0.0%
Value ($000) $105 Shares 1,365 Est. Cost $80.39 Unrealized
XLRE SELECT SECTOR SPDR TR REAL ESTATE SELECT SECTOR SPDR FD 0.0%
Value ($000) $103 Shares 3,036 Est. Cost $37.69 Unrealized
DFEOX DFA US CORE EQUITY 1 I 0.0%
Value ($000) $103 Shares 3,180 Est. Cost $32.50 Unrealized
OSCV OPUS SMALL CAP VALUE 0.0%
Value ($000) $103 Shares 3,384 Est. Cost $30.33 Unrealized
WW INTL INC 0.0%
Value ($000) $102 Shares 9,187 Est. Cost $11.07 Unrealized
SPGP INVESCO S AND P 500 GARP 0.0%
Value ($000) $100 Shares 1,096 Est. Cost $91.24 Unrealized
DOG PROSHARES TR SHORT DOW 30 ETF NEW 0.0%
Value ($000) $100 Shares 3,000 Est. Cost $33.33 Unrealized
JHQTX JPMORGAN HEDGED EQUITY 3 0.0%
Value ($000) $100 Shares 6,445 Est. Cost $15.50 Unrealized
ISHARES IBONDS DEC 2023 0.0%
Value ($000) $100 Shares 3,900 Est. Cost $25.45 Unrealized
ISHARS IBND DEC 2024 TRM 0.0%
Value ($000) $99 Shares 3,840 Est. Cost $25.75 Unrealized
TIBIX THORNBURG INVESTMENT INC 0.0%
Value ($000) $97 Shares 4,322 Est. Cost $22.50 Unrealized
ISHARES IBND DEC 2025 0.0%
Value ($000) $96 Shares 3,700 Est. Cost $26.30 Unrealized
MMUIX MFS UTILITIES I 0.0%
Value ($000) $95 Shares 4,791 Est. Cost $19.82 Unrealized
AMT AMERN TOWER CORP 0.0%
Value ($000) $95 Shares 576 Est. Cost $178.08 Unrealized -5.9%
SWSBX SCHWAB SHORT-TERM BOND I 0.0%
Value ($000) $94 Shares 10,102 Est. Cost $9.33 Unrealized
IJS ISHARES S&P SMALL CAP 0.0%
Value ($000) $94 Shares 1,054 Est. Cost $95.14 Unrealized
AMD ADVANCED MICRO DEVICES I 0.0%
Value ($000) $93 Shares 900 Est. Cost $104.00 Unrealized +4.4%
AMERICAN NATL BANKSH 0.0%
Value ($000) $92 Shares 2,432 Est. Cost $37.94 Unrealized
ESS ESSEX PROPERTY TR 0.0%
Value ($000) $92 Shares 432 Est. Cost $197.14 Unrealized +8.3%
BUD ANHEUSER BUSCH INBEV S F 0.0%
Value ($000) $92 Shares 1,655 Est. Cost $56.80 Unrealized
TT TRANE TECHNOLOGIES PLC F 0.0%
Value ($000) $90 Shares 443 Est. Cost $172.70 Unrealized +13.3%
ANWFX AMERICAN FUNDS NEW PERSP 0.0%
Value ($000) $89 Shares 1,688 Est. Cost $52.83 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $89 Shares 711 Est. Cost $128.82 Unrealized -2.5%
DFSTX DFA US SMALL CAP I 0.0%
Value ($000) $89 Shares 2,235 Est. Cost $39.71 Unrealized
WCM FOCUSED GLOBAL GROWT 0.0%
Value ($000) $89 Shares 4,610 Est. Cost $19.23 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $89 Shares 2,346 Est. Cost $37.37 Unrealized -0.3%
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $89 Shares 303 Est. Cost $302.56 Unrealized +3.2%
TQQQ PSHR ULTRAPRO ETF DV 0.0%
Value ($000) $88 Shares 2,483 Est. Cost $35.65 Unrealized
WAINX WASATCH EMERGING INDIA I 0.0%
Value ($000) $88 Shares 14,960 Est. Cost $5.90 Unrealized
PDBZX PGIM TOTAL RETURN BOND Z 0.0%
Value ($000) $88 Shares 7,732 Est. Cost $11.39 Unrealized
LRLCY L OREAL S A F 0.0%
Value ($000) $88 Shares 1,062 Est. Cost $92.58 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $87 Shares 1,493 Est. Cost $66.05 Unrealized -10.0%
KTCAX DWS SCIENCE AND TECHNOLO 0.0%
Value ($000) $87 Shares 2,874 Est. Cost $30.15 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $86 Shares 976 Est. Cost $85.15 Unrealized -1.9%
USMV ISHARES MSCI USA MIN VOL 0.0%
Value ($000) $86 Shares 1,185 Est. Cost $73.07 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $86 Shares 575 Est. Cost $156.19 Unrealized +1.7%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $85 Shares 781 Est. Cost $89.32 Unrealized +13.6%
DODGX DODGE & COX STOCK I 0.0%
Value ($000) $85 Shares 373 Est. Cost $227.40 Unrealized
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $85 Shares 431 Est. Cost $200.78 Unrealized +8.1%
CB CHUBB LTD F 0.0%
Value ($000) $84 Shares 405 Est. Cost $189.85 Unrealized +3.7%
LHX L3HARRIS TECHNOLOGIES IN 0.0%
Value ($000) $84 Shares 481 Est. Cost $179.66 Unrealized -2.6%
SCHG SCHWAB US LARGE CAP 0.0%
Value ($000) $83 Shares 1,146 Est. Cost $74.96 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $83 Shares 595 Est. Cost $134.10 Unrealized -0.2%
PFF ISHARES PREFERRED INCOME 0.0%
Value ($000) $83 Shares 2,758 Est. Cost $30.76 Unrealized
CNC CENTENE CORP 0.0%
Value ($000) $83 Shares 1,200 Est. Cost $66.69 Unrealized -0.2%
BOND PIMCO ACTIVE BOND ETF 0.0%
Value ($000) $83 Shares 939 Est. Cost $91.53 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $81 Shares 307 Est. Cost $216.04 Unrealized +14.2%
VIMAX VANGUARD MID CAP INDEX A 0.0%
Value ($000) $81 Shares 314 Est. Cost $258.62 Unrealized
GT GOODYEAR TIRE RUBBER 0.0%
Value ($000) $80 Shares 6,475 Est. Cost $12.49 Unrealized +8.8%
OANMX OAKMARK INSTITUTIONAL 0.0%
Value ($000) $79 Shares 666 Est. Cost $118.98 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $78 Shares 287 Est. Cost $277.51 Unrealized -0.0%
SGENX FIRST EAGLE GLOBAL A 0.0%
Value ($000) $78 Shares 1,280 Est. Cost $61.01 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $78 Shares 549 Est. Cost $107.19 Unrealized +13.9%
USHY ISHARES BROAD USD HG YLD 0.0%
Value ($000) $78 Shares 2,236 Est. Cost $35.26 Unrealized
ALTFX AB SUSTAINABLE GLOBAL TH 0.0%
Value ($000) $78 Shares 590 Est. Cost $131.36 Unrealized
AFMFX AMERICAN FUNDS AMERICAN 0.0%
Value ($000) $76 Shares 1,594 Est. Cost $47.83 Unrealized
STZ CONSTELLATION BRAND 0.0%
Value ($000) $76 Shares 303 Est. Cost $222.70 Unrealized +11.9%
PTMC PACER TRENDPILOT US MID 0.0%
Value ($000) $75 Shares 2,378 Est. Cost $31.97 Unrealized
JFIRX JHANCOCK FLOATING RATE I 0.0%
Value ($000) $74 Shares 9,686 Est. Cost $7.68 Unrealized
IVAEX DELAWARE IVY ASSET STRAT 0.0%
Value ($000) $74 Shares 3,885 Est. Cost $19.00 Unrealized
SPDN DIREXION DAILY S&P 500 0.0%
Value ($000) $73 Shares 4,945 Est. Cost $14.89 Unrealized
ACTDX INVESCO HIGH YIELD MUNIC 0.0%
Value ($000) $72 Shares 9,042 Est. Cost $7.96 Unrealized
TBX PROSHARES SHORT 7-10 0.0%
Value ($000) $72 Shares 2,347 Est. Cost $30.52 Unrealized
VIPER ENERGY PARTNERS LP 0.0%
Value ($000) $71 Shares 2,550 Est. Cost $26.46 Unrealized
STE STERIS PLC F 0.0%
Value ($000) $71 Shares 324 Est. Cost $195.42 Unrealized +13.3%
OUSM ALPS O SHRS U S SML CP 0.0%
Value ($000) $71 Shares 2,017 Est. Cost $35.89 Unrealized
WFRD WEATHERFORD INTL F 0.0%
Value ($000) $71 Shares 784 Est. Cost $84.49 Unrealized 0.0%
AON AON PLC REGISTERED SHS CL A ISIN#IE00BLP1HW54 0.0%
Value ($000) $71 Shares 218 Est. Cost $318.69 Unrealized +2.1%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $70 Shares 666 Est. Cost $185.45 Unrealized -23.6%
LSWWX LOOMIS SAYLES GLOBAL ALL 0.0%
Value ($000) $70 Shares 3,228 Est. Cost $21.75 Unrealized
TTD THE TRADE DESK INC 0.0%
Value ($000) $70 Shares 894 Est. Cost $79.47 Unrealized +1.7%
RTX RTX CORP 0.0%
Value ($000) $69 Shares 962 Est. Cost $81.24 Unrealized 0.0%
PRNHX T. ROWE PRICE NEW HORIZO 0.0%
Value ($000) $69 Shares 1,339 Est. Cost $51.24 Unrealized
MFRFX MFS RESEARCH A 0.0%
Value ($000) $69 Shares 1,353 Est. Cost $50.71 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $69 Shares 1,503 Est. Cost $27.71 Unrealized +13.4%
SNY SANOFI S A F 0.0%
Value ($000) $68 Shares 1,270 Est. Cost $53.63 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $68 Shares 409 Est. Cost $148.05 Unrealized +9.0%
BNDX VANGUARD TOTAL INTERNATL 0.0%
Value ($000) $67 Shares 1,409 Est. Cost $48.91 Unrealized
CALF PACER US SMALL CAP CASH 0.0%
Value ($000) $67 Shares 1,612 Est. Cost $40.88 Unrealized
KBWD INVESCO EXCHANGE-TRADED FD TR II KBW HIGH DIVID YIELD FINL ETF 0.0%
Value ($000) $67 Shares 4,409 Est. Cost $15.19 Unrealized
YYY AMPLIFY ETF TR HIGH INCOME ETF 0.0%
Value ($000) $67 Shares 6,000 Est. Cost $11.43 Unrealized
AMCFX AMERICAN FUNDS AMCAP F2 0.0%
Value ($000) $66 Shares 1,905 Est. Cost $34.89 Unrealized
ICE INTERCONTINENTAL EXC 0.0%
Value ($000) $66 Shares 599 Est. Cost $104.69 Unrealized +6.2%
EW EDWARDS LIFESCIENCES 0.0%
Value ($000) $66 Shares 949 Est. Cost $80.36 Unrealized 0.0%
KEYS KEYSIGHT TECH INC 0.0%
Value ($000) $65 Shares 494 Est. Cost $155.17 Unrealized -4.6%
PROSHARES TR SHORT QQQ NEW 11/6/2014 0.0%
Value ($000) $65 Shares 6,000 Est. Cost $10.87 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $65 Shares 925 Est. Cost $64.30 Unrealized +0.4%
VDIGX VANGUARD DIVIDEND GROWTH 0.0%
Value ($000) $64 Shares 1,882 Est. Cost $34.24 Unrealized
EEM ISHARES MSCI EMERGING 0.0%
Value ($000) $64 Shares 1,694 Est. Cost $40.07 Unrealized
VECTOR GROUP LTD 0.0%
Value ($000) $64 Shares 6,026 Est. Cost $12.91 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $64 Shares 600 Est. Cost $85.66 Unrealized +16.2%
ABRDN TOTAL DYNAMIC DIVI 0.0%
Value ($000) $63 Shares 8,370 Est. Cost $8.29 Unrealized
VMWARE INC 0.0%
Value ($000) $63 Shares 379 Est. Cost $143.30 Unrealized
FSCSX FIDELITY SELECT SOFTWARE 0.0%
Value ($000) $63 Shares 2,529 Est. Cost $24.94 Unrealized
JNBSX JPMORGAN INCOME BUILDER 0.0%
Value ($000) $63 Shares 6,990 Est. Cost $9.01 Unrealized
SAM BOSTON BEER CO INC 0.0%
Value ($000) $62 Shares 160 Est. Cost $321.59 Unrealized +9.0%
TMNIX COUNTERPOINT TACTICAL MU 0.0%
Value ($000) $62 Shares 6,123 Est. Cost $10.15 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $62 Shares 2,259 Est. Cost $31.39 Unrealized -13.7%
ILMN ILLUMINA INC 0.0%
Value ($000) $62 Shares 451 Est. Cost $202.41 Unrealized -18.8%
STMEX SIERRA TACTICAL MUNICIPA 0.0%
Value ($000) $62 Shares 2,559 Est. Cost $24.10 Unrealized
AWR AMERICAN STATES WTR 0.0%
Value ($000) $61 Shares 779 Est. Cost $84.24 Unrealized -4.3%
MINT PIMCO ENHANCED SHRT 0.0%
Value ($000) $61 Shares 605 Est. Cost $99.36 Unrealized
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $60 Shares 645 Est. Cost $106.00 Unrealized -8.9%
ZM ZOOM VIDEO COMMUNICATION 0.0%
Value ($000) $58 Shares 836 Est. Cost $72.05 Unrealized -3.7%
AMCOR PLC F 0.0%
Value ($000) $58 Shares 6,339 Est. Cost $10.14 Unrealized -14.0%
DDOG DATADOG INC 0.0%
Value ($000) $58 Shares 636 Est. Cost $83.62 Unrealized +18.3%
PFG PRINCIPAL FINL 0.0%
Value ($000) $56 Shares 781 Est. Cost $65.46 Unrealized +8.6%
HYG ISHARES TR IBOXX $ HIGH YIELD CORP BD ETF 0.0%
Value ($000) $56 Shares 761 Est. Cost $74.59 Unrealized
TRV TRAVELERS COMPANIES 0.0%
Value ($000) $56 Shares 343 Est. Cost $159.78 Unrealized 0.0%
SHARPS TECHNOLOGY INC COM 0.0%
Value ($000) $55 Shares 100,046 Est. Cost $0.55 Unrealized
USB U S BANCORP 0.0%
Value ($000) $55 Shares 1,670 Est. Cost $28.41 Unrealized +14.4%
FSLY FASTLY INC 0.0%
Value ($000) $54 Shares 2,793 Est. Cost $15.32 Unrealized +27.4%
ALLSRPING UTLTS AND HGH 0.0%
Value ($000) $53 Shares 6,100 Est. Cost $8.74 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $53 Shares 214 Est. Cost $216.29 Unrealized +1.8%
TFPN BLUEPRINT CHESAPK MLT 0.0%
Value ($000) $52 Shares 2,090 Est. Cost $25.09 Unrealized
EITMX EATON VANCE TX-MGD GROWT 0.0%
Value ($000) $52 Shares 649 Est. Cost $79.88 Unrealized
EAGG ISHARES ESG AWARE US 0.0%
Value ($000) $52 Shares 1,140 Est. Cost $47.01 Unrealized
WFC WELLS FARGO & CO NEW COM 0.0%
Value ($000) $52 Shares 1,261 Est. Cost $39.96 Unrealized +1.8%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $51 Shares 1,520 Est. Cost $33.58 Unrealized -9.2%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $51 Shares 929 Est. Cost $50.45 Unrealized +15.9%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $51 Shares 736 Est. Cost $43.87 Unrealized +30.4%
PRME PRIME MEDICINE INC 0.0%
Value ($000) $50 Shares 5,270 Est. Cost $13.96 Unrealized -7.0%
AAGIY AIA GROUP LTD F 0.0%
Value ($000) $50 Shares 1,555 Est. Cost $32.30 Unrealized
CWB SPDR BLOOMBERG CONVRTBL 0.0%
Value ($000) $50 Shares 740 Est. Cost $67.80 Unrealized
SD SANDRIDGE ENERGY INC 0.0%
Value ($000) $50 Shares 3,202 Est. Cost $16.01 Unrealized 0.0%
ACM AECOM 0.0%
Value ($000) $50 Shares 600 Est. Cost $79.85 Unrealized +5.4%
BP BP PLC F 0.0%
Value ($000) $50 Shares 1,285 Est. Cost $35.93 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $49 Shares 39 Est. Cost $1257.74 Unrealized +1.1%
WGIFX AMERICAN FUNDS CAPITAL W 0.0%
Value ($000) $49 Shares 884 Est. Cost $55.02 Unrealized
SUPER MICRO COMPUTER 0.0%
Value ($000) $49 Shares 177 Est. Cost $249.48 Unrealized
SFCWX AMERICAN FUNDS SMALLCAP 0.0%
Value ($000) $48 Shares 801 Est. Cost $60.45 Unrealized
SWWXX SCHWAB AMT TAX-FREE MONE 0.0%
Value ($000) $48 Shares 48,000 Est. Cost $1.00 Unrealized
FMAGX FIDELITY MAGELLAN 0.0%
Value ($000) $48 Shares 4,317 Est. Cost $11.04 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $48 Shares 742 Est. Cost $77.49 Unrealized -16.7%
EATON VANCE TAX ADV GLBL 0.0%
Value ($000) $47 Shares 3,076 Est. Cost $16.72 Unrealized
LCTU BLACKROCK US CARBON TRNS 0.0%
Value ($000) $47 Shares 1,003 Est. Cost $48.57 Unrealized
BLACKROCK MULTI SECTOR I 0.0%
Value ($000) $47 Shares 3,260 Est. Cost $14.46 Unrealized
BE BLOOM ENERGY CORP 0.0%
Value ($000) $47 Shares 3,550 Est. Cost $16.16 Unrealized -3.0%
MICHX MATTHEWS CHINA SMALL COM 0.0%
Value ($000) $47 Shares 4,762 Est. Cost $9.87 Unrealized
BSV VANGUARD SHORT-TERM BOND 0.0%
Value ($000) $46 Shares 611 Est. Cost $75.52 Unrealized
EL ESTEE LAUDERCO INC 0.0%
Value ($000) $46 Shares 318 Est. Cost $201.58 Unrealized -21.1%
EXPE EXPEDIA GROUP INC. 0.0%
Value ($000) $46 Shares 443 Est. Cost $97.23 Unrealized +12.6%
ETR ENTERGY CORP 0.0%
Value ($000) $45 Shares 488 Est. Cost $47.13 Unrealized -4.9%
HPQ HP INC. 0.0%
Value ($000) $45 Shares 1,735 Est. Cost $27.12 Unrealized +3.1%
SPYV SPDR S&P 500 VALUE ETF 0.0%
Value ($000) $44 Shares 1,069 Est. Cost $43.37 Unrealized
JVMIX JHANCOCK DISCIPLINED VAL 0.0%
Value ($000) $44 Shares 1,725 Est. Cost $25.50 Unrealized
LCBEX CLEARBRIDGE DIVIDEND STR 0.0%
Value ($000) $44 Shares 1,568 Est. Cost $27.96 Unrealized
VWEAX VANGUARD HIGH-YIELD CORP 0.0%
Value ($000) $44 Shares 8,522 Est. Cost $5.13 Unrealized
AXS CHANGE FINANCE ESG 0.0%
Value ($000) $43 Shares 1,459 Est. Cost $31.19 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $43 Shares 17 Est. Cost $2509.45 Unrealized 0.0%
WPC W.P. CAREY INC. 0.0%
Value ($000) $43 Shares 791 Est. Cost $68.49 Unrealized
TROW T ROWE PRICE GROUP 0.0%
Value ($000) $42 Shares 400 Est. Cost $96.42 Unrealized +4.0%
MTRIX MFS TOTAL RETURN I 0.0%
Value ($000) $41 Shares 2,253 Est. Cost $18.34 Unrealized
SMMD ISHARES RUSSELL 2500 0.0%
Value ($000) $41 Shares 754 Est. Cost $57.68 Unrealized
FVD FIRST TRUST VALUE 0.0%
Value ($000) $41 Shares 1,096 Est. Cost $40.21 Unrealized
VASGX VANGUARD LIFESTRATEGY GR 0.0%
Value ($000) $41 Shares 1,067 Est. Cost $38.34 Unrealized
JVLIX JHANCOCK DISCIPLINED VAL 0.0%
Value ($000) $41 Shares 1,866 Est. Cost $21.88 Unrealized
FPURX FIDELITY PURITAN 0.0%
Value ($000) $41 Shares 1,828 Est. Cost $22.23 Unrealized
FTXSX FULLER & THALER BEHAVIOR 0.0%
Value ($000) $40 Shares 1,231 Est. Cost $32.77 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $40 Shares 79 Est. Cost $430.92 Unrealized +15.8%
SPEM SPDR INDEX SHARES EMERG 0.0%
Value ($000) $39 Shares 1,176 Est. Cost $34.44 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $39 Shares 86 Est. Cost $481.45 Unrealized
DSI ISHARES MSCI KLD 400 0.0%
Value ($000) $39 Shares 481 Est. Cost $84.42 Unrealized
JHMM JOHN HANCOCK MULTIFACTOR 0.0%
Value ($000) $39 Shares 827 Est. Cost $49.83 Unrealized
AAP ADVANCE AUTO PARTS 0.0%
Value ($000) $39 Shares 693 Est. Cost $93.82 Unrealized -32.2%
MMM 3M CO 0.0%
Value ($000) $39 Shares 412 Est. Cost $77.55 Unrealized +2.6%
RLI R L I CORP 0.0%
Value ($000) $39 Shares 283 Est. Cost $60.68 Unrealized +1.8%
SU SUNCOR ENERGY INC F 0.0%
Value ($000) $39 Shares 1,120 Est. Cost $27.12 Unrealized +8.7%
TSBRX TIAA-CREF CORE IMPACT BO 0.0%
Value ($000) $38 Shares 4,504 Est. Cost $8.54 Unrealized
GSLC GOLDMAN SACHS ACTVBETA 0.0%
Value ($000) $38 Shares 455 Est. Cost $87.36 Unrealized
VSIAX VANGUARD SMALL CAP VALUE 0.0%
Value ($000) $38 Shares 558 Est. Cost $68.61 Unrealized
EUSB ISHARES ESG ADVNC TTL 0.0%
Value ($000) $38 Shares 935 Est. Cost $42.41 Unrealized
CE CELANESE CORP DEL COM 0.0%
Value ($000) $38 Shares 300 Est. Cost $119.33 Unrealized 0.0%
PAGP PLAINS GP HLDGS L P 0.0%
Value ($000) $38 Shares 2,327 Est. Cost $14.93 Unrealized
VIGAX VANGUARD GROWTH INDEX AD 0.0%
Value ($000) $38 Shares 267 Est. Cost $140.48 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $37 Shares 748 Est. Cost $52.57 Unrealized -4.6%
PWV INVESCO LARGE CAP VALUE 0.0%
Value ($000) $37 Shares 797 Est. Cost $46.79 Unrealized
CALAMOS CONVERTIBLE OPPO 0.0%
Value ($000) $37 Shares 3,516 Est. Cost $11.36 Unrealized
DVN DEVON ENERGY CORP 0.0%
Value ($000) $37 Shares 776 Est. Cost $45.45 Unrealized +1.5%
EMB ISHARES JP MORGAN USD 0.0%
Value ($000) $37 Shares 445 Est. Cost $86.24 Unrealized
PMVYX PUTNAM SUSTAINABLE FUTUR 0.0%
Value ($000) $37 Shares 2,193 Est. Cost $16.79 Unrealized
PNOYX PUTNAM SUSTAINABLE LEADE 0.0%
Value ($000) $37 Shares 333 Est. Cost $110.12 Unrealized
SUSC ISHARES TRU ESG AWR USD 0.0%
Value ($000) $37 Shares 1,681 Est. Cost $22.62 Unrealized
XIFR NEXTERA ENERGY PARTN LP 0.0%
Value ($000) $36 Shares 1,227 Est. Cost $54.96 Unrealized -7.8%
RSP INVSC S P 500 EQUAL 0.0%
Value ($000) $36 Shares 256 Est. Cost $149.51 Unrealized
MRGRX MFS CORE EQUITY I 0.0%
Value ($000) $35 Shares 791 Est. Cost $44.67 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $35 Shares 275 Est. Cost $143.21 Unrealized
BAFGX BROWN ADVISORY GROWTH EQ 0.0%
Value ($000) $35 Shares 1,377 Est. Cost $25.34 Unrealized
VIRTUS DUFF & PHELPS WAT 0.0%
Value ($000) $35 Shares 1,941 Est. Cost $17.78 Unrealized
HII HUNTINGTON INGALLS 0.0%
Value ($000) $34 Shares 168 Est. Cost $195.75 Unrealized +6.9%
USXF ISHARES ESG ADVANCED 0.0%
Value ($000) $34 Shares 980 Est. Cost $35.99 Unrealized
PRDSX TRP INTEGRATED US SMALL- 0.0%
Value ($000) $34 Shares 910 Est. Cost $37.31 Unrealized
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $34 Shares 992 Est. Cost $39.76 Unrealized -4.4%
OHI OMEGA HLTHCARE INVTS 0.0%
Value ($000) $34 Shares 1,018 Est. Cost $27.33 Unrealized
DIA SPDR DOW JONES 0.0%
Value ($000) $33 Shares 100 Est. Cost $344.07 Unrealized
OMFL INVESCO RUSSELL 1000 0.0%
Value ($000) $33 Shares 729 Est. Cost $45.89 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $33 Shares 809 Est. Cost $41.82 Unrealized -3.2%
SYK STRYKER CORP 0.0%
Value ($000) $33 Shares 121 Est. Cost $281.34 Unrealized -0.5%
DES WISDOMTREE US SMALLCAP 0.0%
Value ($000) $33 Shares 1,171 Est. Cost $28.20 Unrealized
FLAHERTY CRUMRINE TOTAL 0.0%
Value ($000) $33 Shares 2,405 Est. Cost $14.44 Unrealized
KRBN KRANESHARES GLOBAL 0.0%
Value ($000) $33 Shares 910 Est. Cost $36.13 Unrealized
AWSHX AMERICAN FUNDS WASHINGTO 0.0%
Value ($000) $33 Shares 616 Est. Cost $52.87 Unrealized
PREIX T. ROWE PRICE EQUITY IND 0.0%
Value ($000) $32 Shares 286 Est. Cost $112.98 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $32 Shares 395 Est. Cost $78.37 Unrealized +2.4%
RVTY REVVITY INC 0.0%
Value ($000) $32 Shares 290 Est. Cost $122.07 Unrealized -4.3%
SPHB INVESCO S&P 500 HIGH 0.0%
Value ($000) $32 Shares 456 Est. Cost $76.60 Unrealized
ORLY O REILLY AUTOMOTIVE 0.0%
Value ($000) $32 Shares 35 Est. Cost $61.07 Unrealized +2.7%
CF CF INDUSTRIES HLDG 0.0%
Value ($000) $32 Shares 370 Est. Cost $72.94 Unrealized +2.4%
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $31 Shares 559 Est. Cost $60.31 Unrealized -7.2%
BTI BRIT AMER TOBACCO F 0.0%
Value ($000) $31 Shares 989 Est. Cost $33.28 Unrealized
XLI SELECT SECTOR INDUSTRIAL 0.0%
Value ($000) $31 Shares 306 Est. Cost $107.28 Unrealized
JABAX JANUS HENDERSON BALANCED 0.0%
Value ($000) $31 Shares 796 Est. Cost $38.87 Unrealized
CTRE CARETRUST REIT INC 0.0%
Value ($000) $31 Shares 1,508 Est. Cost $20.49 Unrealized
PAXWX IMPAX SUSTAINABLE ALLOCA 0.0%
Value ($000) $31 Shares 1,337 Est. Cost $23.09 Unrealized
PVH PVH CORP 0.0%
Value ($000) $31 Shares 400 Est. Cost $83.99 Unrealized -1.9%
EATON VANCE TAX ADVANTAG 0.0%
Value ($000) $31 Shares 1,442 Est. Cost $23.02 Unrealized
ESGU ISHARES ESG AWARE MSCI 0.0%
Value ($000) $30 Shares 322 Est. Cost $97.64 Unrealized
JNK SPDR SER TR BLOOMBERG HIGH YIELD BD ETF NEW 0.0%
Value ($000) $30 Shares 334 Est. Cost $90.94 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $30 Shares 261 Est. Cost $101.03 Unrealized +11.0%
VNQI VANGUARD INTL EQUITY INDEX FDS GLOBAL EX-US REAL ESTATE INDEX FD ETF SHS 0.0%
Value ($000) $30 Shares 771 Est. Cost $40.20 Unrealized
VOYA VOYA FINL INC 0.0%
Value ($000) $30 Shares 450 Est. Cost $67.46 Unrealized -0.5%
TMCPX TOUCHSTONE MID CAP Y 0.0%
Value ($000) $30 Shares 639 Est. Cost $46.76 Unrealized
BITO PROSHARES BITCOIN 0.0%
Value ($000) $30 Shares 2,158 Est. Cost $16.92 Unrealized
QQEW FT N100 EW ETF DV 0.0%
Value ($000) $30 Shares 285 Est. Cost $103.99 Unrealized
PRHSX T. ROWE PRICE HEALTH SCI 0.0%
Value ($000) $30 Shares 344 Est. Cost $85.83 Unrealized
MSCI MSCI INC 0.0%
Value ($000) $29 Shares 57 Est. Cost $510.29 Unrealized +0.1%
WATFX WESTERN ASSET CORE BOND 0.0%
Value ($000) $29 Shares 2,893 Est. Cost $10.10 Unrealized
FLR FLUOR CORP 0.0%
Value ($000) $29 Shares 789 Est. Cost $28.69 Unrealized +16.7%
GEHC GE HEALTHCARE TECHNOLOGI 0.0%
Value ($000) $29 Shares 425 Est. Cost $75.02 Unrealized -3.4%
CCL CARNIVAL CORP F 0.0%
Value ($000) $29 Shares 2,100 Est. Cost $11.70 Unrealized +41.7%
RPBAX T. ROWE PRICE BALANCED 0.0%
Value ($000) $29 Shares 1,220 Est. Cost $23.55 Unrealized
MQGIX MFS INTERNATIONAL GROWTH 0.0%
Value ($000) $29 Shares 679 Est. Cost $42.25 Unrealized
COR CENCORA INC 0.0%
Value ($000) $28 Shares 158 Est. Cost $180.98 Unrealized 0.0%
TDW TIDEWATER INC NEW 0.0%
Value ($000) $28 Shares 400 Est. Cost $45.78 Unrealized +37.9%
VBIAX VANGUARD BALANCED INDEX 0.0%
Value ($000) $28 Shares 674 Est. Cost $41.63 Unrealized
RLY SPDR SSGA MULTI ASSET 0.0%
Value ($000) $28 Shares 1,033 Est. Cost $26.82 Unrealized
BJK VANECK GAMING ETF IV 0.0%
Value ($000) $28 Shares 702 Est. Cost $45.10 Unrealized
VTWO VANGUARD RUSSELL 2000 0.0%
Value ($000) $28 Shares 388 Est. Cost $75.86 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $28 Shares 158 Est. Cost $176.91 Unrealized +0.0%
EMQQ EMQQ EMRNG MKT INTRNT 0.0%
Value ($000) $27 Shares 935 Est. Cost $29.92 Unrealized
DURPX DFA US HI RELATV PROFITA 0.0%
Value ($000) $27 Shares 1,481 Est. Cost $18.46 Unrealized
WDIV SPDR S&P GLOBAL DIVIDEND 0.0%
Value ($000) $27 Shares 500 Est. Cost $57.78 Unrealized
IMBBY IMPERIAL BRANDS PLC F 0.0%
Value ($000) $27 Shares 1,333 Est. Cost $22.52 Unrealized
TEQAX TOUCHSTONE NON-US ESG EQ 0.0%
Value ($000) $27 Shares 1,295 Est. Cost $20.97 Unrealized
FELE FRANKLIN ELECTRIC CO 0.0%
Value ($000) $27 Shares 300 Est. Cost $91.12 Unrealized +3.3%
SITIO ROYALTIES CORP NEW 0.0%
Value ($000) $27 Shares 1,102 Est. Cost $22.77 Unrealized
IMFL INVESCO INTERN DVLP DYN 0.0%
Value ($000) $27 Shares 1,140 Est. Cost $23.33 Unrealized
EMXC ISHARES MSCI EMERGING 0.0%
Value ($000) $26 Shares 531 Est. Cost $52.54 Unrealized
PRGFX T. ROWE PRICE GROWTH STO 0.0%
Value ($000) $26 Shares 330 Est. Cost $80.13 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $26 Shares 383 Est. Cost $72.54 Unrealized
COMT ISHR ETF GSCI CMD DY STR 0.0%
Value ($000) $26 Shares 901 Est. Cost $25.96 Unrealized
FOSFX FIDELITY OVERSEAS 0.0%
Value ($000) $26 Shares 486 Est. Cost $53.95 Unrealized
SOXX ISHARES SEMICONDUCTOR 0.0%
Value ($000) $26 Shares 55 Est. Cost $509.09 Unrealized
FLTMX FIDELITY INTERM MUNI INC 0.0%
Value ($000) $26 Shares 2,693 Est. Cost $9.67 Unrealized
DISCOVER FINL S 0.0%
Value ($000) $26 Shares 300 Est. Cost $118.09 Unrealized
GMF SPDR INDEX SHS FDS S&P EMERGING ASIA PAC ETF 0.0%
Value ($000) $25 Shares 259 Est. Cost $97.24 Unrealized
AMAT APPLIED MATERIALS 0.0%
Value ($000) $25 Shares 181 Est. Cost $122.26 Unrealized +14.8%
PROSHARES ULTRASHORT 0.0%
Value ($000) $25 Shares 773 Est. Cost $32.19 Unrealized
TSCO TRACTOR SUPPLY COMP 0.0%
Value ($000) $25 Shares 121 Est. Cost $43.74 Unrealized -5.0%
WBD WARNER BROTHERS DISCOVER 0.0%
Value ($000) $25 Shares 2,264 Est. Cost $12.98 Unrealized -3.8%
SPYM SPDR PORTFOLIO S&P 500 0.0%
Value ($000) $25 Shares 489 Est. Cost $51.86 Unrealized
ENLINK MIDSTREAM LLC 0.0%
Value ($000) $24 Shares 2,000 Est. Cost $10.85 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $24 Shares 120 Est. Cost $166.51 Unrealized +8.2%
CIVIX CAUSEWAY INTERNATIONAL V 0.0%
Value ($000) $24 Shares 1,299 Est. Cost $18.45 Unrealized
GLW CORNING INC 0.0%
Value ($000) $24 Shares 773 Est. Cost $30.65 Unrealized +0.2%
CBBYX AB RELATIVE VALUE ADVISO 0.0%
Value ($000) $23 Shares 3,839 Est. Cost $6.09 Unrealized
BLACKROCK INC 0.0%
Value ($000) $23 Shares 36 Est. Cost $697.77 Unrealized
IWO ISHARES RUSSELL 2000 0.0%
Value ($000) $23 Shares 104 Est. Cost $242.90 Unrealized
SPTI SPDR PORT INTER TRM 0.0%
Value ($000) $23 Shares 845 Est. Cost $27.92 Unrealized
CVBF C V B FINL CORP 0.0%
Value ($000) $23 Shares 1,403 Est. Cost $12.20 Unrealized +24.8%
XMVM INVESCO S & P MIDCAP 0.0%
Value ($000) $23 Shares 498 Est. Cost $46.30 Unrealized
FIRST TRUST ABRDN GLOBL 0.0%
Value ($000) $23 Shares 4,004 Est. Cost $6.24 Unrealized
AWTAX VIRTUS DUFF & PHELPS WAT 0.0%
Value ($000) $23 Shares 1,290 Est. Cost $17.57 Unrealized
TQCAX TOUCHSTONE DIVIDEND EQUI 0.0%
Value ($000) $22 Shares 1,417 Est. Cost $15.84 Unrealized
FRDTX FRANKLIN RISING DIVIDEND 0.0%
Value ($000) $22 Shares 269 Est. Cost $82.57 Unrealized
OMFS INVESCO RUSSELL 2000 0.0%
Value ($000) $22 Shares 651 Est. Cost $33.98 Unrealized
IEI ISHARES 3-7 YEAR 0.0%
Value ($000) $22 Shares 192 Est. Cost $115.16 Unrealized
HBAN HUNTINGTON BANCSHS 0.0%
Value ($000) $22 Shares 2,089 Est. Cost $9.47 Unrealized +6.5%
AAL AMERICAN AIRLS GROUP 0.0%
Value ($000) $22 Shares 1,694 Est. Cost $14.66 Unrealized +5.9%
SNPS SYNOPSYS INC 0.0%
Value ($000) $22 Shares 47 Est. Cost $402.78 Unrealized +11.1%
PPL PPL CORP 0.0%
Value ($000) $22 Shares 913 Est. Cost $25.15 Unrealized -5.4%
HPE HEWLETT PACKARD ENTERPRI 0.0%
Value ($000) $21 Shares 1,237 Est. Cost $14.20 Unrealized +13.3%
ISTB ISHARES CORE 1-5 YEAR 0.0%
Value ($000) $21 Shares 462 Est. Cost $46.53 Unrealized
PRDMX T. ROWE PRICE DIVERSIFIE 0.0%
Value ($000) $21 Shares 561 Est. Cost $38.09 Unrealized
BYDDF BYD COMPANY LTD SHS H ISIN#CNE100000296 0.0%
Value ($000) $21 Shares 688 Est. Cost $10.43 Unrealized 0.0%
FNEFX AMERICAN FUNDS NEW ECONO 0.0%
Value ($000) $21 Shares 424 Est. Cost $49.90 Unrealized
XLE ENERGY SELECT SECTOR 0.0%
Value ($000) $21 Shares 232 Est. Cost $81.63 Unrealized
TBGVX TWEEDY, BROWNE INTERNATI 0.0%
Value ($000) $21 Shares 773 Est. Cost $27.12 Unrealized
CDNS CADENCE DESIGN SYS 0.0%
Value ($000) $21 Shares 89 Est. Cost $217.63 Unrealized +7.5%
DODFX DODGE & COX INTERNATIONA 0.0%
Value ($000) $21 Shares 442 Est. Cost $47.12 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $21 Shares 14,660 Est. Cost $2.20 Unrealized -23.1%
ACN ACCENTURE PLC F 0.0%
Value ($000) $21 Shares 67 Est. Cost $279.68 Unrealized +8.8%
INVESCO BLETSHS 2025 0.0%
Value ($000) $20 Shares 850 Est. Cost $24.36 Unrealized
ETN EATON CORP PLC F 0.0%
Value ($000) $20 Shares 95 Est. Cost $170.34 Unrealized +23.1%
SPAB SPDR AGGREGATE BOND ETF 0.0%
Value ($000) $20 Shares 826 Est. Cost $24.87 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $20 Shares 46 Est. Cost $479.21 Unrealized +4.1%
GEN GEN DIGITAL INC 0.0%
Value ($000) $20 Shares 1,130 Est. Cost $16.57 Unrealized +12.3%
MET METLIFE INC 0.0%
Value ($000) $20 Shares 315 Est. Cost $51.22 Unrealized +13.3%
WAB WABTEC 0.0%
Value ($000) $20 Shares 187 Est. Cost $108.98 Unrealized +1.0%
DMXF ISHARES ESG ADVANCED 0.0%
Value ($000) $20 Shares 348 Est. Cost $60.80 Unrealized
JIANZHI ED TECHNOLOGY GROUP CO LTD SPNS ADR ISIN#US47737L1044 0.0%
Value ($000) $20 Shares 32,500 Est. Cost $0.61 Unrealized
VRTX VERTEX PHARMACEUTICA 0.0%
Value ($000) $20 Shares 57 Est. Cost $336.94 Unrealized +3.8%
RGLD ROYAL GOLD INC 0.0%
Value ($000) $20 Shares 186 Est. Cost $128.67 Unrealized -11.7%
PNC PNC FINL SERVICES 0.0%
Value ($000) $20 Shares 161 Est. Cost $110.41 Unrealized +4.2%
CMC COMMERCIAL METALS CO 0.0%
Value ($000) $20 Shares 400 Est. Cost $45.00 Unrealized +16.9%
GUGGENHEIM STRATEGIC OPP 0.0%
Value ($000) $20 Shares 1,336 Est. Cost $15.89 Unrealized
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $20 Shares 790 Est. Cost $25.77 Unrealized
NMVLX NUANCE MID CAP VALUE INS 0.0%
Value ($000) $20 Shares 1,745 Est. Cost $11.21 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $20 Shares 239 Est. Cost $72.65 Unrealized +7.6%
BSMQ INVESCO BLETSHS 2026 0.0%
Value ($000) $20 Shares 850 Est. Cost $23.46 Unrealized
BSMR INVESCO BLETSHS 2027 0.0%
Value ($000) $19 Shares 850 Est. Cost $23.55 Unrealized
AAON A A O N INC 0.0%
Value ($000) $19 Shares 342 Est. Cost $62.89 Unrealized 0.0%
POOL POOL CORP 0.0%
Value ($000) $19 Shares 54 Est. Cost $329.53 Unrealized +6.8%
BSMS INVESCO BLETSHS 2028 0.0%
Value ($000) $19 Shares 850 Est. Cost $23.36 Unrealized
PRILX PARNASSUS CORE EQUITY IN 0.0%
Value ($000) $19 Shares 365 Est. Cost $52.36 Unrealized
KBA KRANESHARS BR MS CH 50 0.0%
Value ($000) $19 Shares 832 Est. Cost $23.22 Unrealized
NUSC NUVEEN ESG SMALL CAP 0.0%
Value ($000) $19 Shares 542 Est. Cost $37.20 Unrealized
OTCYX INVESCO CAPITAL APPRECIA 0.0%
Value ($000) $19 Shares 286 Est. Cost $65.97 Unrealized
VO VANGUARD MID CAP ETF 0.0%
Value ($000) $19 Shares 88 Est. Cost $222.00 Unrealized
OXY OCCIDENTAL PETROL CO 0.0%
Value ($000) $19 Shares 287 Est. Cost $57.29 Unrealized +5.2%
PRRIX PIMCO REAL RETURN INSTL 0.0%
Value ($000) $18 Shares 1,894 Est. Cost $9.67 Unrealized
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $18 Shares 200 Est. Cost $87.26 Unrealized 0.0%
ANSYS INC 0.0%
Value ($000) $18 Shares 59 Est. Cost $322.41 Unrealized
BSIIX BLACKROCK STRATEGIC INCO 0.0%
Value ($000) $17 Shares 1,923 Est. Cost $9.04 Unrealized
SPTL SPDR LONG TERM TREASURY 0.0%
Value ($000) $17 Shares 664 Est. Cost $29.37 Unrealized
ABRDN GLOBAL DYNAMIC DIV 0.0%
Value ($000) $17 Shares 2,000 Est. Cost $9.56 Unrealized
MNST MONSTER BEVERAGE CORPORA 0.0%
Value ($000) $17 Shares 323 Est. Cost $56.87 Unrealized -0.1%
COHEN AND STEERS INFRAST 0.0%
Value ($000) $17 Shares 869 Est. Cost $19.58 Unrealized
A AGILENT TECHNOLOGIES 0.0%
Value ($000) $17 Shares 151 Est. Cost $125.05 Unrealized -5.8%
FDGFX FIDELITY DIVIDEND GROWTH 0.0%
Value ($000) $17 Shares 551 Est. Cost $30.15 Unrealized
MGSIX MFS GOVERNMENT SECURITIE 0.0%
Value ($000) $17 Shares 2,001 Est. Cost $8.29 Unrealized
AMRFX AMERICAN FUNDS AMERICAN 0.0%
Value ($000) $17 Shares 343 Est. Cost $48.13 Unrealized
UBVLX UNDISCOVERED MANAGERS BE 0.0%
Value ($000) $16 Shares 218 Est. Cost $75.41 Unrealized
JHBIX JHANCOCK BOND I 0.0%
Value ($000) $16 Shares 1,279 Est. Cost $12.85 Unrealized
AWSAX INVESCO GLOBAL CORE EQUI 0.0%
Value ($000) $16 Shares 1,254 Est. Cost $13.00 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $16 Shares 113 Est. Cost $144.60 Unrealized +1.8%
DISVX DFA INTERNATIONAL SMALL 0.0%
Value ($000) $16 Shares 818 Est. Cost $19.82 Unrealized
AWK AMERICAN WATER WORKS 0.0%
Value ($000) $16 Shares 130 Est. Cost $138.40 Unrealized -4.1%
COLUMBIA DIVIDEND INCOME 0.0%
Value ($000) $16 Shares 556 Est. Cost $29.00 Unrealized
SMMV ISHARES MSCI USA 0.0%
Value ($000) $16 Shares 487 Est. Cost $34.35 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V ORD SHS CL A 0.0%
Value ($000) $16 Shares 169 Est. Cost $75.96 Unrealized +6.7%
GSIE GOLDMAN SACHS ACTVBT 0.0%
Value ($000) $16 Shares 527 Est. Cost $31.37 Unrealized
VITAL ENERGY INC 0.0%
Value ($000) $16 Shares 285 Est. Cost $55.42 Unrealized
MLAB MESA LABS INC 0.0%
Value ($000) $16 Shares 150 Est. Cost $149.94 Unrealized -15.8%
ALV AUTOLIV INC COM 0.0%
Value ($000) $16 Shares 163 Est. Cost $90.43 Unrealized 0.0%
DOC HEALTHPEAK PPTYS INC 0.0%
Value ($000) $16 Shares 855 Est. Cost $17.60 Unrealized +0.3%
ABRDN ASIA PACIFIC INCOM 0.0%
Value ($000) $16 Shares 6,345 Est. Cost $2.45 Unrealized
IWY ISHARES RUSSELL TOP 200 0.0%
Value ($000) $15 Shares 100 Est. Cost $158.67 Unrealized
VSVIX VICTORY INTEGRITY SMALL- 0.0%
Value ($000) $15 Shares 444 Est. Cost $34.46 Unrealized
DIREXION DLY JR GOLD MIN 0.0%
Value ($000) $15 Shares 1,840 Est. Cost $8.26 Unrealized
VST VISTRA ENERGY CORP 0.0%
Value ($000) $15 Shares 454 Est. Cost $23.61 Unrealized +23.9%
AEE AMEREN CORP 0.0%
Value ($000) $15 Shares 200 Est. Cost $78.68 Unrealized -4.1%
BITWISE CRYPTO INDUSTRY 0.0%
Value ($000) $15 Shares 2,225 Est. Cost $6.70 Unrealized
TFLO ISHARES TREASURY 0.0%
Value ($000) $15 Shares 293 Est. Cost $50.73 Unrealized
ADAM NEW YORK MTG TR 0.0%
Value ($000) $15 Shares 1,750 Est. Cost $9.93 Unrealized
MRBIX MFS TOTAL RETURN BOND I 0.0%
Value ($000) $15 Shares 1,639 Est. Cost $9.03 Unrealized
F FORD MTR CO DEL COM PAR $0 01 0.0%
Value ($000) $15 Shares 1,191 Est. Cost $10.80 Unrealized +2.7%
MRIGX MERIDIAN GROWTH INVESTOR 0.0%
Value ($000) $15 Shares 481 Est. Cost $30.35 Unrealized
IWP ISHARES RUSSELL MID CAP 0.0%
Value ($000) $14 Shares 158 Est. Cost $97.01 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $14 Shares 264 Est. Cost $25.68 Unrealized +4.4%
VNQ VANGUARD REAL ESTATE 0.0%
Value ($000) $14 Shares 190 Est. Cost $84.32 Unrealized
MAR MARRIOTT INTL INC 0.0%
Value ($000) $14 Shares 73 Est. Cost $168.95 Unrealized +14.9%
FEUPX AMERICAN FUNDS EUROPACIF 0.0%
Value ($000) $14 Shares 278 Est. Cost $51.54 Unrealized
MRFIX MFS RESEARCH I 0.0%
Value ($000) $14 Shares 272 Est. Cost $52.62 Unrealized
IEF ISHARES 7-10 YEAR 0.0%
Value ($000) $14 Shares 156 Est. Cost $99.26 Unrealized
AEPFX AMERICAN FUNDS EUROPACIF 0.0%
Value ($000) $14 Shares 278 Est. Cost $51.36 Unrealized
PAA PLAINS ALL AMERICAN P LP 0.0%
Value ($000) $14 Shares 930 Est. Cost $14.20 Unrealized
ACIIX AMERICAN CENTURY EQUITY 0.0%
Value ($000) $14 Shares 1,678 Est. Cost $8.49 Unrealized
REAVES UTILITY INCOME 0.0%
Value ($000) $14 Shares 570 Est. Cost $27.43 Unrealized
GIBIX GUGGENHEIM TOTAL RETURN 0.0%
Value ($000) $14 Shares 618 Est. Cost $22.57 Unrealized
SMHI S E A C O R MARINE HOLDI 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $8.85 Unrealized +37.1%
PTEN PATTERSON UTI ENERGY 0.0%
Value ($000) $14 Shares 1,001 Est. Cost $11.29 Unrealized +29.6%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $14 Shares 302 Est. Cost $37.17 Unrealized +22.9%
VBK VANGUARD SMALL CAP 0.0%
Value ($000) $14 Shares 64 Est. Cost $229.35 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $14 Shares 670 Est. Cost $20.67 Unrealized
SIRIX SIERRA TACTICAL ALL ASSE 0.0%
Value ($000) $14 Shares 647 Est. Cost $20.98 Unrealized
MSOS ADVISORSHARES PURE US 0.0%
Value ($000) $14 Shares 1,701 Est. Cost $5.72 Unrealized
BKR BAKER HUGHES CO. 0.0%
Value ($000) $13 Shares 382 Est. Cost $27.40 Unrealized +22.4%
POMIX T. ROWE PRICE TOTAL EQUI 0.0%
Value ($000) $13 Shares 290 Est. Cost $46.22 Unrealized
SJM J M SMUCKER CO 0.0%
Value ($000) $13 Shares 109 Est. Cost $138.52 Unrealized -6.3%
LRGF ISHARES U S EQUITY 0.0%
Value ($000) $13 Shares 309 Est. Cost $44.66 Unrealized
ESGE ISHARES ESG AWARE MSCI 0.0%
Value ($000) $13 Shares 442 Est. Cost $32.00 Unrealized
SDGTX DWS CAPITAL GROWTH INSTI 0.0%
Value ($000) $13 Shares 133 Est. Cost $99.53 Unrealized
MLVHX MFS LOW VOLATILITY EQUIT 0.0%
Value ($000) $13 Shares 740 Est. Cost $17.88 Unrealized
KELLANOVA COM 0.0%
Value ($000) $13 Shares 222 Est. Cost $58.29 Unrealized -5.8%
SJNK SPDR BLMRG SHR TR HG YLD 0.0%
Value ($000) $13 Shares 532 Est. Cost $24.68 Unrealized
CAIBX AMERICAN FUNDS CAPITAL I 0.0%
Value ($000) $13 Shares 209 Est. Cost $62.14 Unrealized
VTIP VANGUARD SHRT INF PROT 0.0%
Value ($000) $13 Shares 270 Est. Cost $46.98 Unrealized
GENIUS GROUP LTD F 0.0%
Value ($000) $13 Shares 15,550 Est. Cost $0.71 Unrealized
ESGD ISHARES ESG AWARE MSCI 0.0%
Value ($000) $13 Shares 185 Est. Cost $72.89 Unrealized
BW LPG LTD F 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $9.60 Unrealized
GEM GLDMN SACH ACTVBETA EMRG 0.0%
Value ($000) $13 Shares 443 Est. Cost $30.23 Unrealized
REMX VANECK RARE EARTH STR 0.0%
Value ($000) $13 Shares 191 Est. Cost $83.77 Unrealized
SCHV SCHWAB US LARGE CAP 0.0%
Value ($000) $13 Shares 196 Est. Cost $67.27 Unrealized
FINSX FIDELITY ADVISOR NEW INS 0.0%
Value ($000) $13 Shares 393 Est. Cost $32.08 Unrealized
XLF SELECT STR FINANCIAL 0.0%
Value ($000) $13 Shares 379 Est. Cost $33.50 Unrealized
FRIAX FRANKLIN INCOME ADV 0.0%
Value ($000) $12 Shares 5,703 Est. Cost $2.18 Unrealized
OEGAX INVESCO DISCOVERY MID CA 0.0%
Value ($000) $12 Shares 585 Est. Cost $21.23 Unrealized
ICLR ICON PLC LTD SHS ISIN#IE0005711209 0.0%
Value ($000) $12 Shares 50 Est. Cost $212.31 Unrealized +18.7%
FSRIX FIDELITY ADVISOR STRATEG 0.0%
Value ($000) $12 Shares 1,125 Est. Cost $10.83 Unrealized
PBR PETROLEO BRASILEIRO F 0.0%
Value ($000) $12 Shares 793 Est. Cost $14.16 Unrealized
TPB TURNING PT BRANDS 0.0%
Value ($000) $12 Shares 514 Est. Cost $22.49 Unrealized +8.4%
HNDL STRATGY SHARS NASDAQ 0.0%
Value ($000) $12 Shares 617 Est. Cost $20.32 Unrealized
CYNGN INC COM 0.0%
Value ($000) $12 Shares 24,400 Est. Cost $0.48 Unrealized
WFMIX ALLSPRING SPECIAL MID CA 0.0%
Value ($000) $12 Shares 262 Est. Cost $44.46 Unrealized
YPF YPF SOCIEDAD ANONIMA F 0.0%
Value ($000) $12 Shares 948 Est. Cost $15.01 Unrealized
MADVX BLACKROCK EQUITY DIVIDEN 0.0%
Value ($000) $11 Shares 628 Est. Cost $18.27 Unrealized
PSHIX PRINCIPAL SHORT-TERM INC 0.0%
Value ($000) $11 Shares 987 Est. Cost $11.59 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $11 Shares 399 Est. Cost $26.95 Unrealized +0.7%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $11 Shares 44 Est. Cost $299.32 Unrealized 0.0%
FSRPX FIDELITY SELECT RETAILIN 0.0%
Value ($000) $11 Shares 646 Est. Cost $17.59 Unrealized
NVS NOVARTIS AG F 0.0%
Value ($000) $11 Shares 110 Est. Cost $98.78 Unrealized
ABALX AMERICAN FUNDS AMERICAN 0.0%
Value ($000) $11 Shares 373 Est. Cost $29.61 Unrealized
H & E EQUIPMENT SERV 0.0%
Value ($000) $11 Shares 254 Est. Cost $47.24 Unrealized
AWTIX VIRTUS DUFF & PHELPS WAT 0.0%
Value ($000) $11 Shares 627 Est. Cost $17.26 Unrealized
AZNIX VIRTUS INCOME & GROWTH I 0.0%
Value ($000) $11 Shares 1,010 Est. Cost $10.70 Unrealized
CIPIX CHAMPLAIN MID CAP INSTIT 0.0%
Value ($000) $11 Shares 498 Est. Cost $21.65 Unrealized
VEEV VEEVA SYSTEMS INC 0.0%
Value ($000) $11 Shares 53 Est. Cost $182.38 Unrealized +10.5%
PXSGX VIRTUS KAR SMALL-CAP GRO 0.0%
Value ($000) $11 Shares 321 Est. Cost $33.11 Unrealized
FPE FIRST TRUST PREFERRED 0.0%
Value ($000) $11 Shares 660 Est. Cost $15.97 Unrealized
PDBC INVSC ACTVLY MNG OPTM YD 0.0%
Value ($000) $10 Shares 698 Est. Cost $13.62 Unrealized
SBRA SABRA HLTH CARE 0.0%
Value ($000) $10 Shares 748 Est. Cost $11.78 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $10 Shares 22 Est. Cost $407.84 Unrealized +15.1%
CEYIX CALVERT EQUITY I 0.0%
Value ($000) $10 Shares 123 Est. Cost $83.26 Unrealized
MMTM SPDR SP 1500 MOMENTUM 0.0%
Value ($000) $10 Shares 57 Est. Cost $185.71 Unrealized
WALGREENS BOOTS ALLI 0.0%
Value ($000) $10 Shares 455 Est. Cost $29.09 Unrealized
BGEGX BAILLIE GIFFORD EMERGING 0.0%
Value ($000) $10 Shares 558 Est. Cost $18.09 Unrealized
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $10 Shares 145 Est. Cost $70.33 Unrealized -0.6%
CCOI COGENT COMMUN HLDG 0.0%
Value ($000) $10 Shares 162 Est. Cost $55.93 Unrealized +1.3%
AES AES CORP 0.0%
Value ($000) $10 Shares 654 Est. Cost $19.51 Unrealized -12.9%
WSO WATSCO INC 0.0%
Value ($000) $10 Shares 26 Est. Cost $339.09 Unrealized +6.6%
ACCHX INVESCO CORPORATE BOND Y 0.0%
Value ($000) $10 Shares 1,639 Est. Cost $5.89 Unrealized
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $10 Shares 325 Est. Cost $23.04 Unrealized +28.2%
OSK OSHKOSH CORP COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $92.77 Unrealized 0.0%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $10 Shares 51 Est. Cost $199.88 Unrealized 0.0%
HYS PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX EXCHANGE-TRADED FD 0.0%
Value ($000) $9 Shares 104 Est. Cost $94.13 Unrealized
SPSM SPDR PORTFOLIO S&P 600 0.0%
Value ($000) $9 Shares 253 Est. Cost $39.34 Unrealized
STAG STAG INDUSTRIAL INC 0.0%
Value ($000) $9 Shares 270 Est. Cost $36.37 Unrealized
ABAT AMERICAN BATTERY TECHNOL 0.0%
Value ($000) $9 Shares 1,067 Est. Cost $9.68 Unrealized 0.0%
AGTHX AMERICAN FUNDS GROWTH FU 0.0%
Value ($000) $9 Shares 154 Est. Cost $59.51 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $9 Shares 360 Est. Cost $23.11 Unrealized +6.0%
ASFYX VIRTUS ALPHASIMPLEX MANA 0.0%
Value ($000) $9 Shares 920 Est. Cost $9.89 Unrealized
IDA IDACORP INC 0.0%
Value ($000) $9 Shares 97 Est. Cost $104.70 Unrealized -5.7%
FTNT FORTINET INC 0.0%
Value ($000) $9 Shares 155 Est. Cost $66.20 Unrealized 0.0%
SGPYY SAGE GROUP PLC ADR NEW ISIN#US78663S2014 0.0%
Value ($000) $9 Shares 187 Est. Cost $46.90 Unrealized
PAM PAMPA ENERGIA SA F 0.0%
Value ($000) $9 Shares 241 Est. Cost $44.33 Unrealized
LUCID GROUP INC 0.0%
Value ($000) $9 Shares 1,600 Est. Cost $6.96 Unrealized
BEN FRANKLIN RESOURCES 0.0%
Value ($000) $9 Shares 363 Est. Cost $24.91 Unrealized -5.3%
HESS CORP 0.0%
Value ($000) $9 Shares 58 Est. Cost $131.13 Unrealized
HYLB DBX ETF TR X TRACKERS USD HIGH YIELD CORP BF ETF 0.0%
Value ($000) $9 Shares 260 Est. Cost $35.85 Unrealized
FSCIX FIDELITY ADVISOR SMALL C 0.0%
Value ($000) $9 Shares 297 Est. Cost $29.45 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $9 Shares 152 Est. Cost $59.67 Unrealized -7.5%
IALAX TRANSAMERICA CAPITAL GRO 0.0%
Value ($000) $9 Shares 412 Est. Cost $21.20 Unrealized
JAAIX JHANCOCK ALTERNATIVE ASS 0.0%
Value ($000) $9 Shares 581 Est. Cost $14.99 Unrealized
TRMK TRUSTMARK CORP 0.0%
Value ($000) $9 Shares 400 Est. Cost $20.79 Unrealized +4.0%
FFFHX FIDELITY FREEDOM 2050 0.0%
Value ($000) $9 Shares 772 Est. Cost $11.15 Unrealized
PAUAX PIMCO ALL ASSET ALL AUTH 0.0%
Value ($000) $8 Shares 1,376 Est. Cost $6.16 Unrealized
PCT PURECYCLE TECHNOLOGIES I 0.0%
Value ($000) $8 Shares 1,500 Est. Cost $7.24 Unrealized +29.4%
MITIX MFS MASSACHUSETTS INVEST 0.0%
Value ($000) $8 Shares 258 Est. Cost $32.54 Unrealized
CTS C T S CORP 0.0%
Value ($000) $8 Shares 200 Est. Cost $43.52 Unrealized -1.9%
PXWGX IMPAX US SUSTAINABLE ECO 0.0%
Value ($000) $8 Shares 396 Est. Cost $21.05 Unrealized
PLDPX PIMCO LOW DURATION I2 0.0%
Value ($000) $8 Shares 920 Est. Cost $9.03 Unrealized
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $8 Shares 150 Est. Cost $42.52 Unrealized +25.7%
HSDFX HARTFORD SHORT DURATION 0.0%
Value ($000) $8 Shares 892 Est. Cost $9.28 Unrealized
VT VANGUARD TOTAL WORLD 0.0%
Value ($000) $8 Shares 88 Est. Cost $97.30 Unrealized
USCRX VICTORY CORNERSTONE MODE 0.0%
Value ($000) $8 Shares 337 Est. Cost $24.32 Unrealized
CYBERARK SOFTWRE LTD F 0.0%
Value ($000) $8 Shares 50 Est. Cost $154.72 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $8 Shares 185 Est. Cost $62.48 Unrealized -0.9%
DUSLX DFA US LARGE CAP GROWTH 0.0%
Value ($000) $8 Shares 290 Est. Cost $28.13 Unrealized
SPYD SPDR S&P 500 HIGH 0.0%
Value ($000) $8 Shares 232 Est. Cost $37.81 Unrealized
KGEI KOLIBRI GLOBAL ENERGY F 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $4.38 Unrealized 0.0%
APP APPLOVIN CORP 0.0%
Value ($000) $8 Shares 200 Est. Cost $20.66 Unrealized +71.7%
LCTD BLACKROCK WRLD EX US 0.0%
Value ($000) $8 Shares 198 Est. Cost $40.26 Unrealized
HLT HILTON WORLDWIDE HLD 0.0%
Value ($000) $8 Shares 53 Est. Cost $141.31 Unrealized +6.2%
IVT INVENTRUST PPTYS CORP 0.0%
Value ($000) $8 Shares 333 Est. Cost $23.61 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $8 Shares 52 Est. Cost $162.55 Unrealized +0.2%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $8 Shares 213 Est. Cost $41.92 Unrealized +0.9%
ESML ISHARES ESG AWARE MSCI 0.0%
Value ($000) $8 Shares 233 Est. Cost $35.71 Unrealized
MOS THE MOSAIC CO 0.0%
Value ($000) $8 Shares 220 Est. Cost $35.81 Unrealized -0.1%
STWD STARWOOD PPTY TRUST 0.0%
Value ($000) $8 Shares 400 Est. Cost $19.40 Unrealized
ANCFX AMERICAN FUNDS FUNDAMENT 0.0%
Value ($000) $8 Shares 117 Est. Cost $65.96 Unrealized
VVOIX INVESCO VALUE OPPORTUNIT 0.0%
Value ($000) $8 Shares 465 Est. Cost $16.48 Unrealized
APO APOLLO GLOBAL MGMT INC N 0.0%
Value ($000) $8 Shares 84 Est. Cost $64.08 Unrealized +26.5%
IBKR INTERACTIVE BROKERS 0.0%
Value ($000) $8 Shares 87 Est. Cost $19.44 Unrealized +12.9%
BSX BOSTON SCIENTIFIC CO 0.0%
Value ($000) $7 Shares 140 Est. Cost $52.23 Unrealized +0.4%
HOBIX HOLBROOK INCOME I 0.0%
Value ($000) $7 Shares 748 Est. Cost $9.78 Unrealized
SHYG ISHARES HIGH YIELD 0.0%
Value ($000) $7 Shares 177 Est. Cost $41.15 Unrealized
INPLAY OIL CORP F 0.0%
Value ($000) $7 Shares 3,500 Est. Cost $2.04 Unrealized
AIVSX AMERICAN FUNDS INVMT CO 0.0%
Value ($000) $7 Shares 153 Est. Cost $46.61 Unrealized
FIIMX FIDELITY ADVISOR MID CAP 0.0%
Value ($000) $7 Shares 346 Est. Cost $20.53 Unrealized
CM CDN IMPERIAL BK COMM F 0.0%
Value ($000) $7 Shares 184 Est. Cost $37.65 Unrealized -0.7%
SHSAX BLACKROCK HEALTH SCIENCE 0.0%
Value ($000) $7 Shares 112 Est. Cost $63.36 Unrealized
NUSTAR ENERGY LP LP 0.0%
Value ($000) $7 Shares 400 Est. Cost $17.27 Unrealized
HEI/A HEICO CORP 0.0%
Value ($000) $7 Shares 54 Est. Cost $133.56 Unrealized +1.2%
BBY BEST BUY CO INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $65.62 Unrealized +4.7%
VCIT VGRD ITC ETF DV 0.0%
Value ($000) $7 Shares 90 Est. Cost $79.42 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $7 Shares 200 Est. Cost $35.18 Unrealized -4.2%
PLUG PLUG POWER INC 0.0%
Value ($000) $7 Shares 889 Est. Cost $9.46 Unrealized +3.3%
TSWIX TRANSAMERICA INTERNATION 0.0%
Value ($000) $7 Shares 352 Est. Cost $19.00 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $7 Shares 62 Est. Cost $80.16 Unrealized +21.5%
FNV FRANCO NEVADA CORP F 0.0%
Value ($000) $7 Shares 50 Est. Cost $146.40 Unrealized -5.6%
ROST ROSS STORES INC 0.0%
Value ($000) $7 Shares 59 Est. Cost $102.18 Unrealized +9.4%
DRXN DLY GLD MNS INX BR 0.0%
Value ($000) $7 Shares 450 Est. Cost $12.49 Unrealized
GOGIX JHANCOCK INTERNATIONAL G 0.0%
Value ($000) $7 Shares 282 Est. Cost $23.43 Unrealized
ABRDN CHINA A SHARE EQUI 0.0%
Value ($000) $7 Shares 288 Est. Cost $22.82 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $7 Shares 156 Est. Cost $52.96 Unrealized -7.4%
DASH DOORDASH INC 0.0%
Value ($000) $6 Shares 82 Est. Cost $66.34 Unrealized +22.7%
TFF PHARMACEUTICALS INC 0.0%
Value ($000) $6 Shares 18,500 Est. Cost $0.48 Unrealized
SAP SAP SE F 0.0%
Value ($000) $6 Shares 50 Est. Cost $134.69 Unrealized
NFFFX AMERICAN FUNDS NEW WORLD 0.0%
Value ($000) $6 Shares 88 Est. Cost $72.41 Unrealized
MEIIX MFS VALUE I 0.0%
Value ($000) $6 Shares 136 Est. Cost $46.80 Unrealized
DFIEX DFA INTERNATIONAL CORE E 0.0%
Value ($000) $6 Shares 449 Est. Cost $14.08 Unrealized
NGG NTNL GRID PLC F 0.0%
Value ($000) $6 Shares 104 Est. Cost $67.60 Unrealized
CSGP COSTAR GROUP INC 0.0%
Value ($000) $6 Shares 82 Est. Cost $77.21 Unrealized +7.3%
PHYZX PGIM HIGH YIELD Z 0.0%
Value ($000) $6 Shares 1,364 Est. Cost $4.54 Unrealized
UVV UNIVERSAL CORP VA 0.0%
Value ($000) $6 Shares 130 Est. Cost $52.57 Unrealized -8.1%
LUBYX LORD ABBETT ULTRA SHORT 0.0%
Value ($000) $6 Shares 619 Est. Cost $9.90 Unrealized
DEED FIRST TRUST TCW SECURTZD 0.0%
Value ($000) $6 Shares 306 Est. Cost $22.80 Unrealized
SMMNY SIEMENS HEALTHINEERS AG ADR ISIN#US82622J1043 0.0%
Value ($000) $6 Shares 241 Est. Cost $27.70 Unrealized
TPCQX PGIM CORE BOND R6 0.0%
Value ($000) $6 Shares 733 Est. Cost $8.32 Unrealized
DGX QUEST DIAGNOSTIC INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $130.98 Unrealized -2.9%
ISHG ISHARES 3 YEAR INTL TR 0.0%
Value ($000) $6 Shares 89 Est. Cost $69.64 Unrealized
VRSN VERISIGN INC 0.0%
Value ($000) $6 Shares 30 Est. Cost $205.84 Unrealized 0.0%
DODIX DODGE & COX INCOME I 0.0%
Value ($000) $6 Shares 510 Est. Cost $11.90 Unrealized
QAI IQ HEDGE MULTI-STRATEGY 0.0%
Value ($000) $6 Shares 201 Est. Cost $29.85 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $6 Shares 75 Est. Cost $80.64 Unrealized +1.9%
Z ZILLOW GROUP INC 0.0%
Value ($000) $6 Shares 129 Est. Cost $45.99 Unrealized +11.8%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $6 Shares 220 Est. Cost $32.35 Unrealized
LYV LIVE NATION ENTRTMNT 0.0%
Value ($000) $6 Shares 71 Est. Cost $78.06 Unrealized +11.6%
DOW DOW INC 0.0%
Value ($000) $6 Shares 114 Est. Cost $45.25 Unrealized +2.4%
CALLON PETROLEUM CO 0.0%
Value ($000) $6 Shares 150 Est. Cost $36.47 Unrealized
GUGNHM TXBL MUN BOND & I 0.0%
Value ($000) $6 Shares 373 Est. Cost $16.24 Unrealized
LQD ISHARES IBOXX INVT GRADE 0.0%
Value ($000) $6 Shares 55 Est. Cost $108.04 Unrealized
WSTYX DELAWARE IVY SCIENCE AND 0.0%
Value ($000) $6 Shares 114 Est. Cost $49.91 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $6 Shares 206 Est. Cost $22.80 Unrealized +10.5%
MRNA MODERNA INC 0.0%
Value ($000) $6 Shares 54 Est. Cost $133.40 Unrealized -16.4%
IYW ISHARES US TECHNOLOGY 0.0%
Value ($000) $6 Shares 53 Est. Cost $92.77 Unrealized
CEF SPROTT PHYSICAL GOLD & S 0.0%
Value ($000) $6 Shares 320 Est. Cost $18.09 Unrealized
OGICX INVESCO GLOBAL OPPORTUNI 0.0%
Value ($000) $6 Shares 157 Est. Cost $35.21 Unrealized
TSEM TOWER SEMICONDUCTOR F 0.0%
Value ($000) $6 Shares 225 Est. Cost $32.06 Unrealized 0.0%
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $5 Shares 29 Est. Cost $199.67 Unrealized
HL HECLA MINING CO 0.0%
Value ($000) $5 Shares 1,400 Est. Cost $5.63 Unrealized -15.9%
TLH ISHARES 10-20 YEAR 0.0%
Value ($000) $5 Shares 54 Est. Cost $114.48 Unrealized
MTDR MATADOR RESOURCES CO 0.0%
Value ($000) $5 Shares 90 Est. Cost $58.25 Unrealized 0.0%
JIGTX JHANCOCK INTERNATIONAL G 0.0%
Value ($000) $5 Shares 226 Est. Cost $23.62 Unrealized
LBNOX LORD ABBETT BOND DEBENTU 0.0%
Value ($000) $5 Shares 771 Est. Cost $6.73 Unrealized
INTELLIGENT BIO SOLUTIONS INC COM NEW 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $1.03 Unrealized
KR KROGER CO 0.0%
Value ($000) $5 Shares 115 Est. Cost $45.00 Unrealized -0.8%
EVVTY EVOLUTION AB ADR ISIN# US30051E1047 0.0%
Value ($000) $5 Shares 51 Est. Cost $126.51 Unrealized
MTN VAIL RESORTS INC 0.0%
Value ($000) $5 Shares 23 Est. Cost $243.71 Unrealized -2.6%
SWKS SKYWORKS SOLUTIONS 0.0%
Value ($000) $5 Shares 51 Est. Cost $96.72 Unrealized +1.4%
TEVA TEVA PHARMACEUTICAL IN F 0.0%
Value ($000) $5 Shares 500 Est. Cost $7.48 Unrealized
CPNG COUPANG INC 0.0%
Value ($000) $5 Shares 300 Est. Cost $17.98 Unrealized 0.0%
INTERPUBLIC GRP COS 0.0%
Value ($000) $5 Shares 177 Est. Cost $33.95 Unrealized -10.8%
PIEQX T. ROWE PRICE INTERNATIO 0.0%
Value ($000) $5 Shares 350 Est. Cost $14.52 Unrealized
INIVX VANECK INTERNATIONAL INV 0.0%
Value ($000) $5 Shares 609 Est. Cost $8.30 Unrealized
WLK WESTLAKE CORP 0.0%
Value ($000) $5 Shares 40 Est. Cost $108.79 Unrealized +12.5%
GSK GSK PLC ADR F 0.0%
Value ($000) $5 Shares 137 Est. Cost $35.28 Unrealized
IRSA INVERSIONES Y REP F 0.0%
Value ($000) $5 Shares 840 Est. Cost $8.17 Unrealized
PARMX PARNASSUS MID-CAP 0.0%
Value ($000) $5 Shares 145 Est. Cost $33.80 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $49.05 Unrealized -2.5%
HMENF HEMISPHERE ENERGY CO F 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $0.96 Unrealized
VFFYX VICTORY FUND FOR INCOME 0.0%
Value ($000) $5 Shares 698 Est. Cost $6.83 Unrealized
INVH INVITATION HOMES INCORPO 0.0%
Value ($000) $5 Shares 149 Est. Cost $30.29 Unrealized +3.6%
TRWAX TRANSAMERICA INTERNATION 0.0%
Value ($000) $5 Shares 250 Est. Cost $18.68 Unrealized
COF CAPITAL ONE FC 0.0%
Value ($000) $5 Shares 48 Est. Cost $95.91 Unrealized +7.4%
NVO NOVO-NORDISK AS VORMAL F 0.0%
Value ($000) $5 Shares 51 Est. Cost $163.99 Unrealized
EC ECOPETROL S A F 0.0%
Value ($000) $5 Shares 400 Est. Cost $10.38 Unrealized
LULU LULULEMON ATHLETICA 0.0%
Value ($000) $5 Shares 12 Est. Cost $368.96 Unrealized +3.6%
EDU NEW ORIENTAL ED & TECHNOLOGY GROUP INC SPONSORED ADR NEW 0.0%
Value ($000) $5 Shares 79 Est. Cost $37.37 Unrealized
PRSVX T. ROWE PRICE SMALL-CAP 0.0%
Value ($000) $5 Shares 96 Est. Cost $47.98 Unrealized
DUN BRADST HLDG INC 0.0%
Value ($000) $5 Shares 461 Est. Cost $11.60 Unrealized
MP MP MATLS CORP 0.0%
Value ($000) $5 Shares 240 Est. Cost $22.92 Unrealized -3.2%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $5 Shares 145 Est. Cost $32.33 Unrealized -4.9%
AEHR AEHR TEST SYSTEMS 0.0%
Value ($000) $5 Shares 100 Est. Cost $46.36 Unrealized 0.0%
ADDYY ADIDAS AG SPONSORED ADR 0.0%
Value ($000) $5 Shares 52 Est. Cost $97.25 Unrealized
JP MORGAN CHASE ALERIAN 0.0%
Value ($000) $5 Shares 184 Est. Cost $23.02 Unrealized
ZBH ZIMMER BIOMET HLDGS 0.0%
Value ($000) $4 Shares 40 Est. Cost $132.67 Unrealized -6.4%
TKR TIMKEN CO COM 0.0%
Value ($000) $4 Shares 60 Est. Cost $81.15 Unrealized 0.0%
FLOT ISHARES FLOATING RATE 0.0%
Value ($000) $4 Shares 84 Est. Cost $50.60 Unrealized
ENR ENERGIZER HOLDINGS INC N 0.0%
Value ($000) $4 Shares 135 Est. Cost $29.53 Unrealized +3.4%
VEVRX VICTORY SYCAMORE ESTABLI 0.0%
Value ($000) $4 Shares 96 Est. Cost $44.53 Unrealized
STNE STONECO LTD F 0.0%
Value ($000) $4 Shares 400 Est. Cost $12.66 Unrealized
US STEEL 0.0%
Value ($000) $4 Shares 129 Est. Cost $25.22 Unrealized
DBIRX BNY MELLON BOND MARKET I 0.0%
Value ($000) $4 Shares 487 Est. Cost $8.62 Unrealized
XYLD GLOBAL X S&P 500 COVERED 0.0%
Value ($000) $4 Shares 107 Est. Cost $40.98 Unrealized
VEU VANGUARD INTL EQUITY INDEX FDS VANGUARD FTSE ALL WORLD EX US ETF 0.0%
Value ($000) $4 Shares 80 Est. Cost $51.85 Unrealized
DUOL DUOLINGO INC 0.0%
Value ($000) $4 Shares 25 Est. Cost $143.30 Unrealized +2.6%
SUBCY SUBSEA 7 S A F 0.0%
Value ($000) $4 Shares 300 Est. Cost $12.76 Unrealized
AG FIRST MAJESTIC SILVER F 0.0%
Value ($000) $4 Shares 801 Est. Cost $6.36 Unrealized -7.2%
MRBKX MFS TOTAL RETURN BOND R6 0.0%
Value ($000) $4 Shares 453 Est. Cost $9.05 Unrealized
TBCIX T. ROWE PRICE BLUE CHIP 0.0%
Value ($000) $4 Shares 30 Est. Cost $136.47 Unrealized
FNF FIDELITY NATL FINL 0.0%
Value ($000) $4 Shares 99 Est. Cost $30.38 Unrealized +16.3%
EXPGY EXPERIAN PLC SPON ADR 0.0%
Value ($000) $4 Shares 124 Est. Cost $38.24 Unrealized
OLN OLIN CORP 0.0%
Value ($000) $4 Shares 80 Est. Cost $50.92 Unrealized 0.0%
TWSIX AMERICAN CENTURY SELECT 0.0%
Value ($000) $4 Shares 40 Est. Cost $97.95 Unrealized
PEG PUB SVC ENTERPISE GP 0.0%
Value ($000) $4 Shares 68 Est. Cost $57.12 Unrealized -0.7%
DJT DIGITAL WORLD ACQUISITIO 0.0%
Value ($000) $4 Shares 233 Est. Cost $13.11 Unrealized +18.8%
COWZ PACER US CASH COWS 100 0.0%
Value ($000) $4 Shares 76 Est. Cost $47.81 Unrealized
AER AERCAP HOLDINGS NV F 0.0%
Value ($000) $4 Shares 60 Est. Cost $56.81 Unrealized +9.1%
DASTY DASSAULT SYS S A SPONSORED ADR ISIN#US2375451083 0.0%
Value ($000) $4 Shares 101 Est. Cost $44.44 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $4 Shares 184 Est. Cost $21.04 Unrealized 0.0%
CABO CABLE ONE INC 0.0%
Value ($000) $4 Shares 6 Est. Cost $639.65 Unrealized -1.9%
DFITX DFA INTERNATIONAL REAL E 0.0%
Value ($000) $4 Shares 1,080 Est. Cost $3.41 Unrealized
SONY SONY GROUP CORP F 0.0%
Value ($000) $4 Shares 44 Est. Cost $91.55 Unrealized
TIQIX TOUCHSTONE NON-US ESG EQ 0.0%
Value ($000) $4 Shares 164 Est. Cost $22.07 Unrealized
DOUG DOUGLAS ELLIMAN INC 0.0%
Value ($000) $4 Shares 1,587 Est. Cost $2.75 Unrealized -16.3%
VTRS VIATRIS INC 0.0%
Value ($000) $4 Shares 358 Est. Cost $8.47 Unrealized +10.3%
TEN TSAKOS ENERGY NAV F 0.0%
Value ($000) $4 Shares 169 Est. Cost $17.55 Unrealized +12.9%
ODVYX INVESCO DEVELOPING MARKE 0.0%
Value ($000) $3 Shares 94 Est. Cost $36.69 Unrealized
GAFYX VIRTUS ALPHASIMPLEX GLOB 0.0%
Value ($000) $3 Shares 334 Est. Cost $10.31 Unrealized
PSLV SPROTT PHYSICAL SILVER E 0.0%
Value ($000) $3 Shares 450 Est. Cost $7.76 Unrealized
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $3 Shares 41 Est. Cost $91.49 Unrealized
LKQ LKQ CORP 0.0%
Value ($000) $3 Shares 68 Est. Cost $49.92 Unrealized -0.2%
TCEHY TENCENT HLDGS LTD ADR ISIN#US88032Q1094 0.0%
Value ($000) $3 Shares 87 Est. Cost $42.49 Unrealized
ENB ENBRIDGE INC F 0.0%
Value ($000) $3 Shares 99 Est. Cost $32.07 Unrealized -5.3%
CNQ CANADIAN NATURAL RES F 0.0%
Value ($000) $3 Shares 50 Est. Cost $25.69 Unrealized +8.4%
BSPAX ISHARES S&P 500 INDEX IN 0.0%
Value ($000) $3 Shares 6 Est. Cost $536.67 Unrealized
EQCHX AXS CHESAPEAKE STRATEGY 0.0%
Value ($000) $3 Shares 252 Est. Cost $12.46 Unrealized
PPRUY KERING S A F 0.0%
Value ($000) $3 Shares 69 Est. Cost $55.26 Unrealized
OGIG ALPS O SHARES GLBL INRNT 0.0%
Value ($000) $3 Shares 100 Est. Cost $32.02 Unrealized
NTR NUTRIEN LTD F 0.0%
Value ($000) $3 Shares 50 Est. Cost $58.12 Unrealized +0.3%
CSLLY CSL LTD SPONSORED ADR ISIN#US12637N2045 0.0%
Value ($000) $3 Shares 38 Est. Cost $92.58 Unrealized
GBOSX JPMORGAN GLOBAL BOND OPP 0.0%
Value ($000) $3 Shares 332 Est. Cost $9.23 Unrealized
ANWPX AMERICAN FUNDS NEW PERSP 0.0%
Value ($000) $3 Shares 57 Est. Cost $53.07 Unrealized
VONV VANGUARD RUSSELL 1000 0.0%
Value ($000) $3 Shares 45 Est. Cost $69.50 Unrealized
NORDSTROM INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $20.63 Unrealized
EMAGIN CORP 0.0%
Value ($000) $3 Shares 1,500 Est. Cost $1.97 Unrealized
AZN ASTRAZENECA PLC F 0.0%
Value ($000) $3 Shares 43 Est. Cost $67.16 Unrealized
EATON VANCE TAX MAN GL D 0.0%
Value ($000) $3 Shares 390 Est. Cost $7.87 Unrealized
CSGS C S G SYSTEMS INTL 0.0%
Value ($000) $3 Shares 56 Est. Cost $48.12 Unrealized +4.7%
AMADY AMADEUS IT HLDG SA ADS ISIN#US02263T1043 0.0%
Value ($000) $3 Shares 47 Est. Cost $76.17 Unrealized
CNA C N A FINL CORP 0.0%
Value ($000) $3 Shares 72 Est. Cost $32.32 Unrealized +2.5%
LAB CO OF AMER HLDG 0.0%
Value ($000) $3 Shares 14 Est. Cost $237.78 Unrealized
PIIVX PRIVATE SHARES FD I 0.0%
Value ($000) $3 Shares 68 Est. Cost $40.32 Unrealized
BLACKBOXSTOCKS INC COM PAR $0 001 0.0%
Value ($000) $3 Shares 996 Est. Cost $2.87 Unrealized 0.0%
PREMIER INC 0.0%
Value ($000) $3 Shares 127 Est. Cost $27.63 Unrealized
ASRAX INVESCO GLOBAL REAL ESTA 0.0%
Value ($000) $3 Shares 360 Est. Cost $7.56 Unrealized
LEVI LEVI STRAUSS & CO NEW 0.0%
Value ($000) $3 Shares 200 Est. Cost $13.29 Unrealized -2.4%
CAR AVIS BUDGET GROUP INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $174.11 Unrealized +18.3%
IMMR IMMERSION CORP 0.0%
Value ($000) $3 Shares 405 Est. Cost $7.40 Unrealized -5.8%
HLN HALEON PLC F 0.0%
Value ($000) $3 Shares 321 Est. Cost $8.19 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $3 Shares 63 Est. Cost $41.40 Unrealized +0.3%
TSN TYSON FOODS INC 0.0%
Value ($000) $3 Shares 52 Est. Cost $55.45 Unrealized -11.7%
GBTC GRAYSCALE BITCOIN TR BTC 0.0%
Value ($000) $3 Shares 135 Est. Cost $19.25 Unrealized
BKH BLACK HILLS CORP 0.0%
Value ($000) $3 Shares 51 Est. Cost $55.83 Unrealized -9.5%
OGN ORGANON & CO 0.0%
Value ($000) $3 Shares 145 Est. Cost $19.10 Unrealized -2.9%
VOOG VANGUARD S&P 500 GROWTH 0.0%
Value ($000) $3 Shares 10 Est. Cost $255.45 Unrealized
CHRD CHORD ENERGY CORP 0.0%
Value ($000) $2 Shares 15 Est. Cost $124.53 Unrealized +9.8%
BZLFY BUNZL PLC SPONS ADR NEW 0.0%
Value ($000) $2 Shares 69 Est. Cost $38.17 Unrealized
DD DUPONT DE NEMOURS INC IA 0.0%
Value ($000) $2 Shares 33 Est. Cost $27.17 Unrealized +10.0%
SMR NUSCALE PWR CORP 0.0%
Value ($000) $2 Shares 500 Est. Cost $8.11 Unrealized -18.8%
WPRT WESTPORT FUEL SYSTEMS INC REGISTERED SHS ISIN#CA9609085076 0.0%
Value ($000) $2 Shares 400 Est. Cost $8.16 Unrealized 0.0%
KD KYNDRYL HLDGS INC COM 0.0%
Value ($000) $2 Shares 160 Est. Cost $13.70 Unrealized +8.3%
TMSNY TEMENOS GROUP AG SPONSORED ADR ISIN# US87974R2085 0.0%
Value ($000) $2 Shares 34 Est. Cost $79.47 Unrealized
MTB M & T BANK CORP 0.0%
Value ($000) $2 Shares 19 Est. Cost $110.64 Unrealized +8.9%
LIFZF LABRADOR IRON ORE F 0.0%
Value ($000) $2 Shares 101 Est. Cost $19.10 Unrealized +2.9%
DXC D X C TECHNOLOGY CO 0050 0.0%
Value ($000) $2 Shares 114 Est. Cost $24.90 Unrealized -7.8%
PDS PRECISION DRILLING F 0.0%
Value ($000) $2 Shares 35 Est. Cost $47.74 Unrealized +33.2%
VIG VANGUARD DIVIDEND 0.0%
Value ($000) $2 Shares 15 Est. Cost $162.44 Unrealized
FLEETCOR TECHNOLOGIE 0.0%
Value ($000) $2 Shares 9 Est. Cost $253.45 Unrealized
PINS PINTEREST INC 0.0%
Value ($000) $2 Shares 85 Est. Cost $24.92 Unrealized +9.5%
RPD RAPID SEVEN INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $46.36 Unrealized -0.4%
RF REGIONS FINL CO 0.0%
Value ($000) $2 Shares 133 Est. Cost $15.61 Unrealized +8.6%
MTUM ISHARES MSCI USA MOMNTUM 0.0%
Value ($000) $2 Shares 16 Est. Cost $143.64 Unrealized
CCLFX CLIFFWATER CORPORATE LEN 0.0%
Value ($000) $2 Shares 209 Est. Cost $10.82 Unrealized
PKX POSCO HOLDINGS INC ADR F 0.0%
Value ($000) $2 Shares 22 Est. Cost $68.97 Unrealized
IDEXY INDUSTRIA DE DISENO TEXTIL INDITEX SA ADR ISIN#US4557931098 0.0%
Value ($000) $2 Shares 121 Est. Cost $19.43 Unrealized
MBXIX CATALYST/MILLBURN HEDGE 0.0%
Value ($000) $2 Shares 58 Est. Cost $38.57 Unrealized
IFRA ISHARES US 0.0%
Value ($000) $2 Shares 61 Est. Cost $39.28 Unrealized
OTCKX MFS MID CAP GROWTH R6 0.0%
Value ($000) $2 Shares 84 Est. Cost $25.88 Unrealized
M D C HOLDING INC 0.0%
Value ($000) $2 Shares 52 Est. Cost $47.00 Unrealized
UNILEVER PLC SPON ADR NEW ISIN#US9047677045 0.0%
Value ($000) $2 Shares 43 Est. Cost $52.17 Unrealized
BAX BAXTER INTERNTNL 0.0%
Value ($000) $2 Shares 56 Est. Cost $40.77 Unrealized -1.5%
DZSIQ DZS INC 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $4.00 Unrealized
UBS UBS GROUP AG F 0.0%
Value ($000) $2 Shares 85 Est. Cost $20.11 Unrealized +16.2%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $48.12 Unrealized +21.6%
CLF CLEVELAND-CLIFFS INC 0.0%
Value ($000) $2 Shares 130 Est. Cost $15.86 Unrealized -1.6%
MUFG MITSUBISHI U F J FINAN F 0.0%
Value ($000) $2 Shares 230 Est. Cost $7.13 Unrealized
FALN ISHARES FALLEN ANGELS 0.0%
Value ($000) $2 Shares 78 Est. Cost $25.33 Unrealized
TORTOISE ENERGY INFRASTR 0.0%
Value ($000) $2 Shares 67 Est. Cost $29.63 Unrealized
SMART FOR LIFE INC R/S EFF 10/27/23 1 OLD / .3333334 NEW CU 83204U509 SMART FOR LIFE INC 0.0%
Value ($000) $2 Shares 2,334 Est. Cost $0.82 Unrealized
SAFRY SAFRAN F 0.0%
Value ($000) $2 Shares 49 Est. Cost $38.72 Unrealized
GRAFTECH INTERNATION 0.0%
Value ($000) $2 Shares 500 Est. Cost $5.10 Unrealized
RBLX ROBLOX CORP 0.0%
Value ($000) $2 Shares 65 Est. Cost $38.54 Unrealized -13.8%
MTW MANITOWOC CO INC COM NEW 0.0%
Value ($000) $2 Shares 125 Est. Cost $16.75 Unrealized 0.0%
ASAN ASANA INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.04 Unrealized +4.3%
SMCWX AMERICAN FUNDS SMALLCAP 0.0%
Value ($000) $2 Shares 30 Est. Cost $60.70 Unrealized
ABBNY ABB LTD F 0.0%
Value ($000) $2 Shares 51 Est. Cost $40.65 Unrealized
WFG WEST FRASER TIMBER F 0.0%
Value ($000) $2 Shares 25 Est. Cost $75.46 Unrealized +4.2%
VOD VODAFONE GROUP F 0.0%
Value ($000) $2 Shares 191 Est. Cost $8.72 Unrealized
PONPX PIMCO INCOME I2 0.0%
Value ($000) $2 Shares 177 Est. Cost $10.19 Unrealized
SILVERBOW RESOURCES INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $35.76 Unrealized
CCPIX CALVERT MID-CAP I 0.0%
Value ($000) $2 Shares 45 Est. Cost $39.67 Unrealized
PSTG PURE STORAGE INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $37.08 Unrealized 0.0%
SPIRIT AEROSYSTEMS 0.0%
Value ($000) $2 Shares 110 Est. Cost $27.27 Unrealized
DXJ WISDOMTREE JAPAN HEDGED 0.0%
Value ($000) $2 Shares 20 Est. Cost $88.25 Unrealized
BATRA ATLANTA BRAVES HOLDINGS 0.0%
Value ($000) $2 Shares 45 Est. Cost $42.37 Unrealized 0.0%
OVERSEAS SHPHLDG GP 0.0%
Value ($000) $2 Shares 400 Est. Cost $4.39 Unrealized
BMSAX BLACKROCK INCOME FUND IN 0.0%
Value ($000) $2 Shares 203 Est. Cost $8.62 Unrealized
U UNITY SOFTWARE INC 0.0%
Value ($000) $2 Shares 55 Est. Cost $32.02 Unrealized +20.3%
XAR SPDR S&P AEROSPACE 0.0%
Value ($000) $2 Shares 15 Est. Cost $121.67 Unrealized
BBVA BANCO BILBAO VIZCAYA A F 0.0%
Value ($000) $2 Shares 208 Est. Cost $7.41 Unrealized
IVZ INVESCO LTD F 0.0%
Value ($000) $2 Shares 115 Est. Cost $14.20 Unrealized +1.2%
PONAX PIMCO INCOME A 0.0%
Value ($000) $2 Shares 162 Est. Cost $10.23 Unrealized
FMX FOMENTO ECONOMICO MEXI F 0.0%
Value ($000) $2 Shares 15 Est. Cost $110.92 Unrealized
BAESY BAE SYSTEMS PLC F 0.0%
Value ($000) $2 Shares 33 Est. Cost $47.06 Unrealized
LKNCY LUCKIN COFFEE INC F 0.0%
Value ($000) $2 Shares 46 Est. Cost $25.00 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $241.63 Unrealized +5.0%
ITA ISHARES US AEROSPACE 0.0%
Value ($000) $2 Shares 15 Est. Cost $117.47 Unrealized
CX CEMEX SAB DE C V F 0.0%
Value ($000) $2 Shares 244 Est. Cost $7.75 Unrealized
RELX RELX PLC F 0.0%
Value ($000) $2 Shares 47 Est. Cost $33.77 Unrealized
EADSY AIRBUS SE F 0.0%
Value ($000) $2 Shares 46 Est. Cost $33.46 Unrealized
WMMVY WAL-MART DE MEXICO S A DE C V SPONSORED ADR REPSTG SER V SHS 0.0%
Value ($000) $2 Shares 41 Est. Cost $39.41 Unrealized
ETHE GRAYSCALE ETHEREUM TR ET 0.0%
Value ($000) $1 Shares 135 Est. Cost $10.23 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $120.95 Unrealized -6.8%
VIPS VIPSHOP HLDGS LTD F 0.0%
Value ($000) $1 Shares 93 Est. Cost $16.46 Unrealized
ARGX ARGENX SE F 0.0%
Value ($000) $1 Shares 3 Est. Cost $375.00 Unrealized
KOF COCA-COLA FEMSA S A B F 0.0%
Value ($000) $1 Shares 18 Est. Cost $84.02 Unrealized
NAT NORDIC AMERN TANK F 0.0%
Value ($000) $1 Shares 339 Est. Cost $3.63 Unrealized +10.1%
CITIGROUP IN 6.875 PFD 0.0%
Value ($000) $1 Shares 55 Est. Cost $25.22 Unrealized
WELLS FARGO 6.625 PFD 0.0%
Value ($000) $1 Shares 54 Est. Cost $25.37 Unrealized
WHIYX DELAWARE IVY HIGH INCOME 0.0%
Value ($000) $1 Shares 236 Est. Cost $5.79 Unrealized
CIBR FIRST TRUST NASDAQ 0.0%
Value ($000) $1 Shares 30 Est. Cost $40.40 Unrealized
CPA COPA HOLDINGS SA F 0.0%
Value ($000) $1 Shares 15 Est. Cost $86.26 Unrealized +4.2%
ING ING GROEP ADR REP 1 OR F 0.0%
Value ($000) $1 Shares 101 Est. Cost $15.21 Unrealized
TILRAY BRANDS INC 0.0%
Value ($000) $1 Shares 548 Est. Cost $1.54 Unrealized
ZG ZILLOW GROUP INC 0.0%
Value ($000) $1 Shares 29 Est. Cost $50.21 Unrealized 0.0%
TCOM TRIP COM GROUP LTD F 0.0%
Value ($000) $1 Shares 37 Est. Cost $31.25 Unrealized
SIEGY SIEMENS A G F 0.0%
Value ($000) $1 Shares 18 Est. Cost $85.11 Unrealized
JEF JEFFERIES FINL 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.77 Unrealized +15.9%
TRP TC ENERGY CORP F 0.0%
Value ($000) $1 Shares 36 Est. Cost $35.74 Unrealized -8.4%
MORGAN STANL 7.125 PFD 0.0%
Value ($000) $1 Shares 47 Est. Cost $25.66 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 75 Est. Cost $17.26 Unrealized -2.6%
STM STMICROELECTRONICS NV F 0.0%
Value ($000) $1 Shares 27 Est. Cost $42.86 Unrealized
CRDIX APOLLO DIVERSIFIED CREDI 0.0%
Value ($000) $1 Shares 53 Est. Cost $21.89 Unrealized
CAIFX AMERICAN FUNDS CAPITAL I 0.0%
Value ($000) $1 Shares 18 Est. Cost $64.17 Unrealized
AMKR AMKOR TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $25.22 Unrealized 0.0%
EMBJ EMBRAER S A F 0.0%
Value ($000) $1 Shares 82 Est. Cost $13.82 Unrealized
IBAFX AMERICAN FUNDS INTERM BD 0.0%
Value ($000) $1 Shares 91 Est. Cost $12.23 Unrealized
CHIMERA INVESTMENT 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.63 Unrealized
AMERICAN INTL 5.85 PFD 0.0%
Value ($000) $1 Shares 46 Est. Cost $23.26 Unrealized
GQGPX GQG PARTNERS EMERGING MA 0.0%
Value ($000) $1 Shares 72 Est. Cost $14.57 Unrealized
GOLDMAN SACHS IN 4 PFD 0.0%
Value ($000) $1 Shares 47 Est. Cost $22.02 Unrealized
ABNFX AMERICAN FUNDS BOND FUND 0.0%
Value ($000) $1 Shares 94 Est. Cost $10.95 Unrealized
TOELY TOKYO ELECTRON LTD F 0.0%
Value ($000) $1 Shares 15 Est. Cost $68.33 Unrealized
PIONEER MULTI-ASSET ULTR 0.0%
Value ($000) $1 Shares 106 Est. Cost $9.67 Unrealized
EXAS EXACT SCIENCES CORPORATI 0.0%
Value ($000) $1 Shares 15 Est. Cost $81.65 Unrealized +3.9%
ASX ASE TECHNOLOGY HOLDING F 0.0%
Value ($000) $1 Shares 134 Est. Cost $7.23 Unrealized
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $1 Shares 105 Est. Cost $9.29 Unrealized
EH EHANG HOLDINGS LTD F 0.0%
Value ($000) $1 Shares 54 Est. Cost $18.02 Unrealized
UA UNDER ARMOUR INC 0.0%
Value ($000) $1 Shares 150 Est. Cost $6.89 Unrealized 0.0%
SBFFX AMERICAN FUNDS ST BD FD 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.44 Unrealized
VICI VICI PROPERTIES INC 0.0%
Value ($000) $1 Shares 32 Est. Cost $27.60 Unrealized -2.1%
CWGIX AMERICAN FUNDS CAPITAL W 0.0%
Value ($000) $1 Shares 17 Est. Cost $55.00 Unrealized
SPOT SPOTIFY TECHNOLOGY F 0.0%
Value ($000) $1 Shares 6 Est. Cost $152.31 Unrealized 0.0%
HESAY HERMES INTERNTNL SCA F 0.0%
Value ($000) $1 Shares 5 Est. Cost $230.77 Unrealized
U.S. BANCORP 5.56 PFD 0.0%
Value ($000) $1 Shares 48 Est. Cost $18.88 Unrealized
GOLDMAN SACH 6.375 PFD 0.0%
Value ($000) $1 Shares 36 Est. Cost $25.14 Unrealized
GGAL GRUPO FINANCIERO GALIC F 0.0%
Value ($000) $1 Shares 68 Est. Cost $13.04 Unrealized
TX TERNIUM S A F 0.0%
Value ($000) $1 Shares 22 Est. Cost $46.15 Unrealized
CARM CARISMA THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.44 Unrealized +16.2%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $1 Shares 31 Est. Cost $24.48 Unrealized +5.2%
ICVT ISHARES CONVERTIBLE BOND 0.0%
Value ($000) $1 Shares 11 Est. Cost $76.68 Unrealized
VERU INC 0.0%
Value ($000) $1 Shares 1,150 Est. Cost $1.20 Unrealized
PHM PULTEGROUP INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $66.40 Unrealized +17.9%
RIG TRANSOCEAN INC NEW F 0.0%
Value ($000) $1 Shares 100 Est. Cost $6.18 Unrealized +32.2%
FTV FORTIVE CORP DISC 0.0%
Value ($000) $1 Shares 11 Est. Cost $56.92 Unrealized 0.0%
FTI TECHNIPFMC LTD F 0.0%
Value ($000) $1 Shares 40 Est. Cost $13.84 Unrealized +34.0%
FIFTH THIRD B 4.95 PFD 0.0%
Value ($000) $1 Shares 38 Est. Cost $20.84 Unrealized
DDD 3D SYSTEMS CORP 0.0%
Value ($000) $1 Shares 157 Est. Cost $7.17 Unrealized 0.0%
ASSERTIO HLDGS INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $5.54 Unrealized
APAM ARTISAN PARTNERS ASSET I 0.0%
Value ($000) $1 Shares 20 Est. Cost $27.35 Unrealized +14.0%
KIMCO REALTY 5.125 PFD 0.0%
Value ($000) $1 Shares 36 Est. Cost $21.17 Unrealized
PNW PINNACLE WEST CAP 0.0%
Value ($000) $1 Shares 10 Est. Cost $71.39 Unrealized +0.5%
ARKX ARK SPACE EXPLORATION 0.0%
Value ($000) $1 Shares 55 Est. Cost $15.16 Unrealized
CPYYY CENTRICA PLC F 0.0%
Value ($000) $1 Shares 100 Est. Cost $6.39 Unrealized
THE CHARLES S 5.95 PFD 0.0%
Value ($000) $1 Shares 30 Est. Cost $24.33 Unrealized
VOYA FINL, IN 5.35 PFD 0.0%
Value ($000) $1 Shares 30 Est. Cost $23.93 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $56.63 Unrealized -9.0%
DRD DRDGOLD LTD F 0.0%
Value ($000) $1 Shares 85 Est. Cost $8.93 Unrealized
M&T BANK COR 5.625 PFD 0.0%
Value ($000) $1 Shares 31 Est. Cost $22.74 Unrealized
AT&T INC. 5.35 PFD 0.0%
Value ($000) $1 Shares 32 Est. Cost $21.97 Unrealized
SLB SCHLUMBERGER LTD F 0.0%
Value ($000) $1 Shares 12 Est. Cost $44.51 Unrealized +22.2%
CITIGROUP IN 7.125 PFD 0.0%
Value ($000) $1 Shares 27 Est. Cost $25.63 Unrealized
CITIZENS FINL 6.35 PFD 0.0%
Value ($000) $1 Shares 29 Est. Cost $23.45 Unrealized
CRSP CRISPR THERAPEUTICS F 0.0%
Value ($000) $1 Shares 15 Est. Cost $51.65 Unrealized 0.0%
MC MOELIS & CO 0.0%
Value ($000) $1 Shares 14 Est. Cost $35.24 Unrealized +19.6%
QRVO QORVO INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $102.11 Unrealized 0.0%
FOXA FOX CORP 0.0%
Value ($000) $1 Shares 21 Est. Cost $31.66 Unrealized +0.7%
22ND CENTY GROUP INC 0.0%
Value ($000) $1 Shares 667 Est. Cost $0.98 Unrealized
MTUS TIMKENSTEEL CORP COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $21.80 Unrealized 0.0%
FLCOX FIDELITY LARGE CAP VALUE 0.0%
Value ($000) $1 Shares 43 Est. Cost $15.12 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $102.41 Unrealized -11.7%
KEYCORP 6.125 PFD 0.0%
Value ($000) $1 Shares 29 Est. Cost $22.17 Unrealized
STEM INC 0.0%
Value ($000) $1 Shares 150 Est. Cost $4.24 Unrealized
CMPGY COMPASS GROUP PLC F 0.0%
Value ($000) $1 Shares 26 Est. Cost $28.85 Unrealized
REGIONS FINL 6.375 PFD 0.0%
Value ($000) $1 Shares 27 Est. Cost $23.41 Unrealized
FNMA FEDERAL NATL MTG ASSN 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $0.44 Unrealized +23.2%
ARKANSAS POWER 4.875 PFD 0.0%
Value ($000) $1 Shares 28 Est. Cost $21.89 Unrealized
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $2.54 Unrealized 0.0%
IFNNY INFINEON TECH AG F 0.0%
Value ($000) $1 Shares 18 Est. Cost $40.78 Unrealized
WELLS FARGO 5.625 PFD 0.0%
Value ($000) $1 Shares 26 Est. Cost $22.85 Unrealized
FSPGX FIDELITY LARGE CAP GROWT 0.0%
Value ($000) $1 Shares 22 Est. Cost $26.64 Unrealized
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $50.79 Unrealized 0.0%
RECAF RECONNAISSANCE ENERGY F 0.0%
Value ($000) $1 Shares 700 Est. Cost $0.98 Unrealized +1.2%
CAPITAL ONE FINL 5 PFD 0.0%
Value ($000) $1 Shares 31 Est. Cost $18.71 Unrealized
EFXT ENERFLEX LTD F 0.0%
Value ($000) $1 Shares 101 Est. Cost $5.91 Unrealized +10.7%
MORGAN STANLE 5.85 PFD 0.0%
Value ($000) $1 Shares 25 Est. Cost $23.20 Unrealized
LNC LINCOLN NTNL CO 0.0%
Value ($000) $1 Shares 23 Est. Cost $18.69 Unrealized +21.3%
THE ALLSTATE C 5.1 PFD 0.0%
Value ($000) $1 Shares 29 Est. Cost $19.52 Unrealized
ASIX ADVANSIX INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $33.85 Unrealized -3.8%
AMBFX AMERICAN FUNDS AMERICAN 0.0%
Value ($000) $1 Shares 18 Est. Cost $31.00 Unrealized
XOS INC 0.0%
Value ($000) $1 Shares 1,600 Est. Cost Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $66.51 Unrealized +15.3%
NEW YORK CMN 6.375 PFD 0.0%
Value ($000) $1 Shares 23 Est. Cost $22.48 Unrealized
ENTERGY MISSISSI 4.9 PFD 0.0%
Value ($000) $1 Shares 23 Est. Cost $22.39 Unrealized
VORNADO REALT 5.25 PFD 0.0%
Value ($000) $1 Shares 35 Est. Cost $14.60 Unrealized
AMC AMC ENTERTAINMENT 0.0%
Value ($000) $1 Shares 64 Est. Cost $29.64 Unrealized 0.0%
WEBSTER FINL 5.25 PFD 0.0%
Value ($000) $1 Shares 28 Est. Cost $18.18 Unrealized
ANBFX AMERICAN FUNDS STRATEGIC 0.0%
Value ($000) $1 Shares 56 Est. Cost $9.00 Unrealized
STATE STREET C 5.9 PFD 0.0%
Value ($000) $1 Shares 20 Est. Cost $25.05 Unrealized
MORGAN STANL 6.875 PFD 0.0%
Value ($000) $1 Shares 20 Est. Cost $25.00 Unrealized
VGLT VANGUARD LONG TERM 0.0%
Value ($000) $0 Shares 9 Est. Cost $63.43 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $212.93 Unrealized +7.3%
PRLB PROTO LABS INC 0.0%
Value ($000) $0 Shares 18 Est. Cost $30.19 Unrealized 0.0%
BANK AMERICA COR 5 PFD 0.0%
Value ($000) $0 Shares 23 Est. Cost $20.30 Unrealized
PATH UIPATH INC 0.0%
Value ($000) $0 Shares 27 Est. Cost $16.04 Unrealized +3.8%
TCNNF TRULIEVE CANNABIS CORP F 0.0%
Value ($000) $0 Shares 75 Est. Cost $4.65 Unrealized +5.8%
CITIZENS FINL GR 5 PFD 0.0%
Value ($000) $0 Shares 23 Est. Cost $19.09 Unrealized
REGIONS FINL C 5.7 PFD 0.0%
Value ($000) $0 Shares 22 Est. Cost $19.59 Unrealized
IP INTERNTNL PAPER 0.0%
Value ($000) $0 Shares 12 Est. Cost $29.09 Unrealized +5.5%
TDOC TELADOC INC 0.0%
Value ($000) $0 Shares 23 Est. Cost $23.34 Unrealized 0.0%
ROKU ROKU I N C 0.0%
Value ($000) $0 Shares 6 Est. Cost $77.44 Unrealized 0.0%
TGTX TG THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $25.83 Unrealized -46.0%
DNOW NOW INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $10.04 Unrealized +11.1%
CC CHEMOURS CO 0.0%
Value ($000) $0 Shares 13 Est. Cost $27.54 Unrealized +13.3%
MPT MEDICAL PROPERTIES 0.0%
Value ($000) $0 Shares 68 Est. Cost $5.44 Unrealized
SITE CENTERS 6.375 PFD 0.0%
Value ($000) $0 Shares 16 Est. Cost $22.75 Unrealized
PUBLIC STORAG 5.15 PFD 0.0%
Value ($000) $0 Shares 16 Est. Cost $22.75 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $0 Shares 37 Est. Cost $11.09 Unrealized 0.0%
BRCC BRC INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $5.29 Unrealized -16.6%
DUKE ENERGY C 5.75 PFD 0.0%
Value ($000) $0 Shares 15 Est. Cost $23.87 Unrealized
DTE ENERGY CO 5.25 PFD 0.0%
Value ($000) $0 Shares 16 Est. Cost $22.25 Unrealized
GTX GARRETT MOTION INC F 0.0%
Value ($000) $0 Shares 45 Est. Cost $8.02 Unrealized -4.0%
TWLO TWILIO INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $59.02 Unrealized +5.6%
GEORGIA POWER CO 5 PFD 0.0%
Value ($000) $0 Shares 15 Est. Cost $23.33 Unrealized
OXY/WS OCCIDENTAL PETROL 27 WTS 0.0%
Value ($000) $0 Shares 8 Est. Cost $36.93 Unrealized
U.S. BANCORP 5.5 PFD 0.0%
Value ($000) $0 Shares 16 Est. Cost $21.56 Unrealized
IFF INTL FLAVORS& FRAGRA 0.0%
Value ($000) $0 Shares 5 Est. Cost $80.10 Unrealized -14.2%
INNERSCOPE HEARING 0.0%
Value ($000) $0 Shares 450,000 Est. Cost $0.00 Unrealized
VERITIV CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $168.50 Unrealized
CMS ENERGY COR 5.625 PFD 0.0%
Value ($000) $0 Shares 15 Est. Cost $22.40 Unrealized
ENTERGY LOUISI 4.875 PFD 0.0%
Value ($000) $0 Shares 15 Est. Cost $22.27 Unrealized
SPIRE INC. 5.9 PFD 0.0%
Value ($000) $0 Shares 14 Est. Cost $23.36 Unrealized
SYNOVUS FINL 5.875 PFD 0.0%
Value ($000) $0 Shares 15 Est. Cost $21.47 Unrealized
HUBB HUBBELL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $267.20 Unrealized +15.4%
KEYCORP 5.65 PFD 0.0%
Value ($000) $0 Shares 16 Est. Cost $19.13 Unrealized
AFFILIATED MAN 5.875 PFD 0.0%
Value ($000) $0 Shares 14 Est. Cost $21.14 Unrealized
DIGITAL REALT 5.25 PFD 0.0%
Value ($000) $0 Shares 14 Est. Cost $20.29 Unrealized
HRB BLOCK H & R INCORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $29.86 Unrealized +15.4%
KORE MNG LTD NEW F 0.0%
Value ($000) $0 Shares 6,660 Est. Cost $0.03 Unrealized
BARCLAYS IPTH SRS B S&P 0.0%
Value ($000) $0 Shares 12 Est. Cost $23.25 Unrealized
KEYCORP 5.625 PFD 0.0%
Value ($000) $0 Shares 15 Est. Cost $18.47 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $0 Shares 40 Est. Cost $8.14 Unrealized 0.0%
FIFTH THIRD 6.625 PFD 0.0%
Value ($000) $0 Shares 10 Est. Cost $25.60 Unrealized
STATE STREET 5.35 PFD 0.0%
Value ($000) $0 Shares 11 Est. Cost $23.18 Unrealized
ALGONQUIN POWE 6.875 PFD 0.0%
Value ($000) $0 Shares 10 Est. Cost $25.50 Unrealized
VTS VITESSE ENERGY INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $20.86 Unrealized +12.5%
ENTERGY NEW ORLE 5.5PFD 0.0%
Value ($000) $0 Shares 9 Est. Cost $23.11 Unrealized
IICIX VOYA INTERMEDIATE BOND I 0.0%
Value ($000) $0 Shares 23 Est. Cost $8.57 Unrealized
PS BUSINESS P 5.25 PFD 0.0%
Value ($000) $0 Shares 16 Est. Cost $12.06 Unrealized
PRUDENTIAL FIN 5.625 PFD 0.0%
Value ($000) $0 Shares 8 Est. Cost $24.00 Unrealized
DUKE ENERGY CO 5.625 PFD 0.0%
Value ($000) $0 Shares 8 Est. Cost $24.00 Unrealized
MD PEDIATRIX MEDICAL GROUP 0.0%
Value ($000) $0 Shares 15 Est. Cost $14.04 Unrealized -2.3%
AT&T INC. 5.625 PFD 0.0%
Value ($000) $0 Shares 8 Est. Cost $23.00 Unrealized
THE ALLSTATE COR 5.1 PFD 0.0%
Value ($000) $0 Shares 7 Est. Cost $25.71 Unrealized
FEDERAL REALTY I 5 PFD 0.0%
Value ($000) $0 Shares 9 Est. Cost $20.00 Unrealized
REINSURANCE GRO 5.75 PFD 0.0%
Value ($000) $0 Shares 7 Est. Cost $25.00 Unrealized
THE HARTFORD FIN 6 PFD 0.0%
Value ($000) $0 Shares 7 Est. Cost $24.86 Unrealized
KIMCO REALTY 5.25 PFD 0.0%
Value ($000) $0 Shares 8 Est. Cost $21.50 Unrealized
STIFEL FINL CORP 5.2 PFD 0.0%
Value ($000) $0 Shares 8 Est. Cost $21.50 Unrealized
ALGONQUIN POWER 6.2 PFD 0.0%
Value ($000) $0 Shares 7 Est. Cost $24.43 Unrealized
NEXTERA ENERGY 5.65PFD 0.0%
Value ($000) $0 Shares 7 Est. Cost $24.43 Unrealized
PUBLIC STORAGE 5.6 PFD 0.0%
Value ($000) $0 Shares 7 Est. Cost $24.29 Unrealized
CHORD ENERGY CORP 24 WTS 0.0%
Value ($000) $0 Shares 2 Est. Cost $81.00 Unrealized
METLIFE INC 5.625 PFD 0.0%
Value ($000) $0 Shares 7 Est. Cost $23.43 Unrealized
NTNL RURAL UTILI 5.5 PFD 0.0%
Value ($000) $0 Shares 7 Est. Cost $23.14 Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $63.79 Unrealized +15.2%
AMERICAN FINL 5.875 PFD 0.0%
Value ($000) $0 Shares 7 Est. Cost $22.86 Unrealized
PATTERSON COMPANIES 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
SOUTHERN COMPANY 5.25 77 0.0%
Value ($000) $0 Shares 7 Est. Cost $22.43 Unrealized
DIGITAL REALT 5.85 PFD 0.0%
Value ($000) $0 Shares 7 Est. Cost $22.43 Unrealized
MERIX THE MERGER FUND I 0.0%
Value ($000) $0 Shares 9 Est. Cost $17.33 Unrealized
NPK NTNL PRESTO INDS 0.0%
Value ($000) $0 Shares 2 Est. Cost $73.54 Unrealized +2.7%
WGMCF WINSTON GOLD CORP F 0.0%
Value ($000) $0 Shares 17,000 Est. Cost $0.01 Unrealized -21.2%
BANK AMERICA 5.375 PFD 0.0%
Value ($000) $0 Shares 7 Est. Cost $21.29 Unrealized
GH GUARDANT HEALTH INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $28.72 Unrealized +22.4%
PUBLIC STORA 4.875 PFD 0.0%
Value ($000) $0 Shares 7 Est. Cost $21.00 Unrealized
DIGITAL REALTY 5.2 PFD 0.0%
Value ($000) $0 Shares 7 Est. Cost $20.14 Unrealized
BANK AMERICA 5.875 PFD 0.0%
Value ($000) $0 Shares 6 Est. Cost $23.17 Unrealized
CWH CAMPING WORLD HOLDINGS I 0.0%
Value ($000) $0 Shares 6 Est. Cost $23.16 Unrealized +6.5%
VORNADO REALTY 5.4 PFD 0.0%
Value ($000) $0 Shares 9 Est. Cost $14.44 Unrealized
BAKKT HLDGS INC 0.0%
Value ($000) $0 Shares 108 Est. Cost Unrealized
ASSOCIATED B 5.875 PFD 0.0%
Value ($000) $0 Shares 7 Est. Cost $17.14 Unrealized
PSFE PAYSAFE LTD F 0.0%
Value ($000) $0 Shares 10 Est. Cost $12.66 Unrealized -3.9%
DHI D R HORTON CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $106.63 Unrealized +9.7%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $14.64 Unrealized +7.9%
SAGE THERAPEUTICS 0.0%
Value ($000) $0 Shares 5 Est. Cost $48.20 Unrealized
PS BUSINESS PA 5.2 PFD 0.0%
Value ($000) $0 Shares 8 Est. Cost $12.38 Unrealized
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $7.11 Unrealized 0.0%
PS BUSINESS 4.875 PFD 0.0%
Value ($000) $0 Shares 7 Est. Cost $13.00 Unrealized
CHUC CHARLIES HLDGS INC COM NEW 0.0%
Value ($000) $0 Shares 923 Est. Cost $0.09 Unrealized 0.0%
SUNWQ SUNWORKS INC 0.0%
Value ($000) $0 Shares 150 Est. Cost $1.12 Unrealized -3.9%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $36.05 Unrealized 0.0%
LUGDF LUNDIN GOLD INC F 0.0%
Value ($000) $0 Shares 5 Est. Cost $11.57 Unrealized -1.8%
HIGFX AMERICAN FUNDS AMERICAN 0.0%
Value ($000) $0 Shares 4 Est. Cost $12.00 Unrealized
FGMNX FIDELITY GNMA 0.0%
Value ($000) $0 Shares 4 Est. Cost $9.75 Unrealized
PFUIX PIMCO INTERNATIONAL BOND 0.0%
Value ($000) $0 Shares 5 Est. Cost $7.80 Unrealized
LPTH LIGHTPATH TECHNOLOGIES INC CL A NEW 0.0%
Value ($000) $0 Shares 25 Est. Cost $1.67 Unrealized 0.0%
DLTNX DOUBLELINE TOTAL RETURN 0.0%
Value ($000) $0 Shares 4 Est. Cost $8.75 Unrealized
INFINITY Q DIVERSIFIED A 0.0%
Value ($000) $0 Shares 1,320 Est. Cost $0.02 Unrealized
WWR WESTWATER RESOURCES INC 0.0%
Value ($000) $0 Shares 43 Est. Cost $0.89 Unrealized -13.7%
VIRGIN GALACTIC HLDGS IN 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
WCUI WELLNESS CTR USA INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.01 Unrealized -56.2%
IPI INTREPID POTASH INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $22.62 Unrealized +13.2%
CANOPY GROWTH CORP F 0.0%
Value ($000) $0 Shares 32 Est. Cost $0.05 Unrealized
ALTEGRIS/AACA OPPORTUNIS 0.0%
Value ($000) $0 Shares 1 Est. Cost $20.00 Unrealized
AMERICAN CENTURY INTERNA 0.0%
Value ($000) $0 Shares 1 Est. Cost $19.00 Unrealized
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $7.00 Unrealized
GFRAX GOLDMAN SACHS HIGH YIELD 0.0%
Value ($000) $0 Shares 1 Est. Cost $13.00 Unrealized
CBWTF AUXLY CANNABIS GROUP I F 0.0%
Value ($000) $0 Shares 1,100 Est. Cost $0.01 Unrealized +6.7%
USIBX VICTORY CORE PLUS INTERM 0.0%
Value ($000) $0 Shares 1 Est. Cost $12.00 Unrealized
JAFIX JANUS HENDERSON FLEXIBLE 0.0%
Value ($000) $0 Shares 1 Est. Cost $12.00 Unrealized
VFIIX VANGUARD GNMA INV 0.0%
Value ($000) $0 Shares 1 Est. Cost $10.00 Unrealized
CALIBRE MINING CORP F 0.0%
Value ($000) $0 Shares 10 Est. Cost $1.10 Unrealized
MOMENTUS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $2.00 Unrealized
FGORX FRANKLIN US GOVERNMENT S 0.0%
Value ($000) $0 Shares 1 Est. Cost $6.00 Unrealized
CESDF CES ENERGY SOLUTIONS C F 0.0%
Value ($000) $0 Shares 2 Est. Cost $1.78 Unrealized +31.5%
UNRIVALED BRANDS INC 0.0%
Value ($000) $0 Shares 250 Est. Cost $0.02 Unrealized
TEO TELECOM ARGENTINA S A F 0.0%
Value ($000) $0 Shares 1 Est. Cost $5.96 Unrealized
AURORA CANNABIS INC F 0.0%
Value ($000) $0 Shares 8 Est. Cost $0.58 Unrealized
SKE SKEENA RESOURCES LTD F 0.0%
Value ($000) $0 Shares 1 Est. Cost $5.86 Unrealized -17.2%
MOMT MONEYONMOBILE INC COM NEW 0.0%
Value ($000) $0 Shares 43,258 Est. Cost $0.00 Unrealized 0.0%
ALEAF ALEAFIA HEALTH INC F 0.0%
Value ($000) $0 Shares 418 Est. Cost Unrealized
ENCR ENER-CORE INC COM NEW 0.0%
Value ($000) $0 Shares 26,907 Est. Cost $0.00 Unrealized 0.0%
APPLIED DNA SCIENCES 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized
IAUX I-80 GOLD CORP F 0.0%
Value ($000) $0 Shares 1 Est. Cost $2.36 Unrealized -16.8%
ULTIMATE RACK INC XXX 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
FIRST REPUBL 5.125 PFD 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
CREDNOLOGY HLDG CORP XXX 0.0%
Value ($000) $0 Shares 160 Est. Cost Unrealized
REPUBLIC FIRST 5.5 PFD 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized