BARTLETT & CO. WEALTH MANAGEMENT LLC Diversified Active

CIK: 0002010186 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Feb 14, 2024

Total Value ($000): $4,652,043 (100.0% shares, 0.0% debt)

Holdings (1,198)

AAPL Apple Inc 5.5%
Value ($000) $258,137 Shares 1,867,747 Est. Cost $90.15 Unrealized +71.1%
MSFT Microsoft Corp 4.9%
Value ($000) $226,625 Shares 972,994 Est. Cost $98.81 Unrealized +160.0%
GOOG Alphabet Inc. Class C 2.7%
Value ($000) $124,737 Shares 1,297,230 Est. Cost $108.19 Unrealized +2.4%
PG Procter & Gamble 2.5%
Value ($000) $114,956 Shares 910,516 Est. Cost $98.40 Unrealized +32.7%
BRK/B Berkshire Hathaway Class B 2.4%
Value ($000) $111,638 Shares 418,084 Est. Cost $227.29 Unrealized +25.2%
LOW Lowes Cos Inc 2.3%
Value ($000) $109,276 Shares 581,830 Est. Cost $87.09 Unrealized +109.4%
PEP Pepsico Inc 2.2%
Value ($000) $103,135 Shares 631,687 Est. Cost $98.94 Unrealized +56.1%
ABT Abbott Laboratories 2.1%
Value ($000) $99,976 Shares 1,033,202 Est. Cost $59.18 Unrealized +69.0%
MA Mastercard Inc Class A 2.1%
Value ($000) $99,221 Shares 348,943 Est. Cost $170.88 Unrealized +90.3%
AMGN Amgen Inc. 1.9%
Value ($000) $86,261 Shares 382,685 Est. Cost $148.90 Unrealized +46.3%
JPM JPMorgan Chase & Co 1.6%
Value ($000) $75,234 Shares 719,914 Est. Cost $94.37 Unrealized +11.9%
AMZN Amazon.Com Inc 1.6%
Value ($000) $75,218 Shares 665,630 Est. Cost $125.43 Unrealized +0.8%
COST Costco Wholesale Co 1.6%
Value ($000) $74,941 Shares 158,679 Est. Cost $311.31 Unrealized +60.0%
AMT Amern Tower Corp REIT 1.6%
Value ($000) $72,599 Shares 338,093 Est. Cost $166.08 Unrealized +37.8%
VOO Vanguard S&P 500 ETF 1.5%
Value ($000) $70,789 Shares 214,695 Est. Cost $268.78 Unrealized
TJX TJX Companies Inc 1.5%
Value ($000) $70,514 Shares 1,135,169 Est. Cost $41.35 Unrealized +44.8%
ACN Accenture PLC F Class A 1.5%
Value ($000) $70,129 Shares 272,557 Est. Cost $155.45 Unrealized +76.7%
NEE Nextera Energy Inc 1.5%
Value ($000) $69,885 Shares 891,236 Est. Cost $62.79 Unrealized +22.8%
TMO Thermo Fisher SCNTFC 1.5%
Value ($000) $67,848 Shares 133,689 Est. Cost $284.35 Unrealized +94.9%
DE Deere & Co 1.4%
Value ($000) $67,426 Shares 201,255 Est. Cost $155.96 Unrealized +109.4%
JNJ Johnson & Johnson 1.4%
Value ($000) $65,667 Shares 401,973 Est. Cost $116.09 Unrealized +31.7%
DIS Walt Disney Co 1.4%
Value ($000) $63,593 Shares 674,100 Est. Cost $113.55 Unrealized -7.9%
VCSH Vanguard Short Term Cor BD ETF 1.4%
Value ($000) $63,051 Shares 848,820 Est. Cost $79.74 Unrealized
AGG iShares Core US Aggregate Bond ETF 1.3%
Value ($000) $62,722 Shares 651,048 Est. Cost $114.93 Unrealized
Linde PLC F 1.3%
Value ($000) $61,186 Shares 226,959 Est. Cost $172.97 Unrealized
UNH Unitedhealth GRP Inc 1.3%
Value ($000) $60,901 Shares 120,585 Est. Cost $265.83 Unrealized +86.2%
BMY Bristol-Myers Squibb 1.3%
Value ($000) $60,451 Shares 850,327 Est. Cost $45.75 Unrealized +36.2%
ENB Enbridge Inc F 1.3%
Value ($000) $60,089 Shares 1,619,017 Est. Cost $22.45 Unrealized +50.6%
VCIT Vanguard Intermediate Term Cor ETF 1.3%
Value ($000) $58,795 Shares 776,889 Est. Cost $88.77 Unrealized
BAH Booz Allen Hamilton Class A 1.2%
Value ($000) $56,224 Shares 608,817 Est. Cost $76.94 Unrealized +15.3%
ADI Analog Devices Inc 1.1%
Value ($000) $52,518 Shares 376,878 Est. Cost $84.45 Unrealized +76.4%
DUK Duke Energy Corp 1.0%
Value ($000) $47,771 Shares 513,513 Est. Cost $61.71 Unrealized +52.4%
WM Waste Management Inc 1.0%
Value ($000) $46,681 Shares 291,362 Est. Cost $88.65 Unrealized +76.5%
IEFA iShares Core MSCI EAFE ETF 1.0%
Value ($000) $46,195 Shares 877,055 Est. Cost $65.54 Unrealized
ITW Illinois Tool Works 0.9%
Value ($000) $43,081 Shares 236,774 Est. Cost $134.22 Unrealized +35.4%
SPGI S&P Global Inc Com 0.9%
Value ($000) $40,962 Shares 134,144 Est. Cost $390.36 Unrealized -10.9%
GOOGL Alphabet Inc. Class A 0.9%
Value ($000) $39,782 Shares 415,873 Est. Cost $107.34 Unrealized +2.5%
MCD McDonalds Corp 0.9%
Value ($000) $39,709 Shares 172,083 Est. Cost $151.81 Unrealized +55.6%
Lab Co Of Amer HLDG 0.8%
Value ($000) $38,948 Shares 190,161 Est. Cost $173.63 Unrealized
CRM Salesforce Inc 0.8%
Value ($000) $37,309 Shares 259,374 Est. Cost $185.37 Unrealized -9.6%
CB Chubb LTD F 0.8%
Value ($000) $36,890 Shares 202,049 Est. Cost $129.38 Unrealized +40.4%
VMBS Vanguard Mortgage Backed Sec ETF 0.8%
Value ($000) $36,526 Shares 810,060 Est. Cost $52.38 Unrealized
QCOM Qualcomm Inc 0.8%
Value ($000) $35,177 Shares 311,346 Est. Cost $137.99 Unrealized -7.9%
NSRGY Nestle ADR 0.7%
Value ($000) $34,307 Shares 318,448 Est. Cost $104.42 Unrealized
CDW CDW Corp 0.7%
Value ($000) $33,771 Shares 216,353 Est. Cost $117.27 Unrealized +40.0%
GD General Dynamics Co 0.7%
Value ($000) $33,369 Shares 157,266 Est. Cost $154.79 Unrealized +36.2%
UNP Union Pacific Corp 0.7%
Value ($000) $31,373 Shares 161,038 Est. Cost $140.79 Unrealized +45.1%
BAX Baxter Interntnl 0.6%
Value ($000) $30,236 Shares 558,267 Est. Cost $60.45 Unrealized -8.5%
FDX Fedex Corp 0.6%
Value ($000) $30,133 Shares 201,380 Est. Cost $206.46 Unrealized -5.2%
NKE Nike Inc Class B 0.6%
Value ($000) $29,440 Shares 352,812 Est. Cost $63.11 Unrealized +60.9%
BSV Vanguard Short-Term Bond ETF 0.6%
Value ($000) $26,171 Shares 349,784 Est. Cost $82.58 Unrealized
CMCSA Comcast Corp Class A 0.6%
Value ($000) $26,034 Shares 887,513 Est. Cost $39.06 Unrealized -13.8%
1/100 Berkshire HTWY Cla 100 SHS=1 Whole SH BRK A 0.6%
Value ($000) $26,014 Shares 6,400 Est. Cost $4506.62 Unrealized
USB US Bancorp 0.5%
Value ($000) $24,513 Shares 600,824 Est. Cost $41.26 Unrealized -4.9%
INTU Intuit Inc 0.5%
Value ($000) $24,379 Shares 62,943 Est. Cost $416.05 Unrealized +1.6%
MKC MC Cormick & Co Inc 0.5%
Value ($000) $24,325 Shares 341,245 Est. Cost $64.95 Unrealized +19.2%
ADP Auto Data Processing 0.5%
Value ($000) $23,853 Shares 104,975 Est. Cost $101.11 Unrealized +116.7%
MDY SPDR S&P Midcap 400 ETF 0.5%
Value ($000) $23,190 Shares 57,333 Est. Cost $347.16 Unrealized
FIS Fidelity Natl Info 0.5%
Value ($000) $22,626 Shares 299,408 Est. Cost $118.59 Unrealized -28.1%
VTI Vanguard Total Stock Market ETF 0.5%
Value ($000) $22,363 Shares 124,592 Est. Cost $152.79 Unrealized
Canadian Pac Railway F 0.5%
Value ($000) $21,173 Shares 316,691 Est. Cost $72.08 Unrealized
DEO Diageo PLC F Sponsored ADR 0.4%
Value ($000) $20,101 Shares 116,932 Est. Cost $136.81 Unrealized
DHR Danaher Corp 0.4%
Value ($000) $19,666 Shares 76,067 Est. Cost $121.20 Unrealized +98.6%
SCHB Schwab US Broad Market ETF 0.4%
Value ($000) $18,842 Shares 448,718 Est. Cost $57.91 Unrealized
NSC Norfolk Southern Co 0.4%
Value ($000) $18,440 Shares 87,952 Est. Cost $123.43 Unrealized +80.5%
IJR iShares Core S&P Small Cap ETF 0.4%
Value ($000) $18,318 Shares 210,096 Est. Cost $101.64 Unrealized
WMT WalMart Inc 0.4%
Value ($000) $18,159 Shares 139,990 Est. Cost $34.60 Unrealized +21.4%
IGSB iShares TR Is 1 5 YR In GR CR BD ETF 0.4%
Value ($000) $16,587 Shares 336,583 Est. Cost $57.05 Unrealized
CFR Cullen Frost Bankers 0.3%
Value ($000) $15,583 Shares 117,848 Est. Cost $83.06 Unrealized +41.8%
ABBV Abbvie Inc 0.3%
Value ($000) $15,334 Shares 114,212 Est. Cost $76.13 Unrealized +67.0%
MRK Merck & Co. Inc. 0.3%
Value ($000) $15,177 Shares 174,831 Est. Cost $54.84 Unrealized +46.6%
UPS United Parcel SRVC Class B 0.3%
Value ($000) $15,004 Shares 92,881 Est. Cost $91.77 Unrealized +74.9%
META Meta Platforms Inc Class A 0.3%
Value ($000) $14,037 Shares 103,453 Est. Cost $191.97 Unrealized -16.2%
RTX Raytheon Technologies Co 0.3%
Value ($000) $13,781 Shares 168,343 Est. Cost $54.61 Unrealized +53.5%
NVS Novartis AG F Sponsored ADR 0.3%
Value ($000) $13,778 Shares 181,265 Est. Cost $81.06 Unrealized
AXP American Express Co 0.3%
Value ($000) $13,165 Shares 97,585 Est. Cost $103.56 Unrealized +40.0%
IWP iShares Russell Mid Cap Growth ETF 0.3%
Value ($000) $12,358 Shares 157,564 Est. Cost $112.11 Unrealized
FNDX Schwab Fundamental US Large Co ETF 0.3%
Value ($000) $12,062 Shares 252,563 Est. Cost $41.99 Unrealized
VBR Vanguard Small Cap Value ETF 0.3%
Value ($000) $11,928 Shares 83,183 Est. Cost $130.13 Unrealized
IEMG iShares Core MSCI Emerging ETF 0.3%
Value ($000) $11,861 Shares 275,955 Est. Cost $56.78 Unrealized
TROW T Rowe Price Group 0.3%
Value ($000) $11,764 Shares 112,021 Est. Cost $89.11 Unrealized +14.1%
SHYG iShares High Yield Corporat Bond ETF 0.2%
Value ($000) $11,580 Shares 289,931 Est. Cost $45.39 Unrealized
XOM Exxon Mobil Corp 0.2%
Value ($000) $11,564 Shares 132,450 Est. Cost $55.50 Unrealized +46.6%
VEU Vanguard FTSE All World Ex US ETF 0.2%
Value ($000) $10,760 Shares 242,570 Est. Cost $52.49 Unrealized
CINF Cincinnati Finl 0.2%
Value ($000) $10,461 Shares 115,889 Est. Cost $84.49 Unrealized +11.5%
EMR Emerson Electric Co 0.2%
Value ($000) $10,217 Shares 139,529 Est. Cost $57.91 Unrealized +34.0%
MUB iShares National Muni Bond ETF 0.2%
Value ($000) $9,897 Shares 96,479 Est. Cost $111.11 Unrealized
BDX Becton Dickinson & Co. 0.2%
Value ($000) $9,857 Shares 44,235 Est. Cost $223.31 Unrealized +5.0%
TSLA Tesla Inc 0.2%
Value ($000) $9,829 Shares 37,055 Est. Cost $281.30 Unrealized -0.7%
SBUX Starbucks Corp 0.2%
Value ($000) $9,700 Shares 115,120 Est. Cost $80.26 Unrealized -2.4%
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $9,627 Shares 26,832 Est. Cost $296.52 Unrealized
KO The Coca-Cola Co 0.2%
Value ($000) $9,540 Shares 168,979 Est. Cost $40.55 Unrealized +38.2%
CVX Chevron Corp 0.2%
Value ($000) $9,365 Shares 65,185 Est. Cost $86.24 Unrealized +54.0%
IWS iShares Russell Mid Cap Value ETF 0.2%
Value ($000) $9,240 Shares 96,201 Est. Cost $90.96 Unrealized
MDLZ Mondelez Intl Class A 0.2%
Value ($000) $9,045 Shares 163,812 Est. Cost $45.66 Unrealized +24.0%
VB Vanguard Small Cap ETF 0.2%
Value ($000) $8,908 Shares 52,118 Est. Cost $161.06 Unrealized
TIP iShares TIPS Bond ETF 0.2%
Value ($000) $8,465 Shares 80,698 Est. Cost $126.65 Unrealized
VZ Verizon Communication 0.2%
Value ($000) $8,407 Shares 221,393 Est. Cost $34.50 Unrealized +3.7%
VBK Vanguard Small Cap Growth ETF 0.2%
Value ($000) $8,325 Shares 42,662 Est. Cost $182.61 Unrealized
CL Colgate-Palmolive Co 0.2%
Value ($000) $8,192 Shares 116,602 Est. Cost $61.77 Unrealized +17.3%
ROK Rockwell Automation 0.2%
Value ($000) $8,155 Shares 37,911 Est. Cost $141.39 Unrealized +55.5%
EFA iShares MSCI EAFE ETF 0.2%
Value ($000) $8,072 Shares 144,112 Est. Cost $62.36 Unrealized
HD Home Depot Inc 0.2%
Value ($000) $8,000 Shares 28,993 Est. Cost $166.45 Unrealized +62.6%
SYY Sysco Corp 0.2%
Value ($000) $7,889 Shares 111,571 Est. Cost $58.40 Unrealized +29.7%
PFE Pfizer Inc 0.2%
Value ($000) $7,810 Shares 178,484 Est. Cost $26.17 Unrealized +54.4%
WEC W E C Energy Group Inc 0.2%
Value ($000) $7,763 Shares 86,805 Est. Cost $48.39 Unrealized +87.5%
LLY Lilly Eli & Co 0.2%
Value ($000) $7,102 Shares 21,964 Est. Cost $104.85 Unrealized +193.8%
INTC Intel Corp 0.1%
Value ($000) $6,863 Shares 266,327 Est. Cost $41.05 Unrealized -21.3%
VWO Vanguard FTSE Emerging Markets ETF 0.1%
Value ($000) $6,785 Shares 185,954 Est. Cost $46.01 Unrealized
ZTS Zoetis Inc Class A 0.1%
Value ($000) $6,617 Shares 44,620 Est. Cost $162.13 Unrealized -0.4%
IVV iShares Core S&P 500 ETF 0.1%
Value ($000) $6,540 Shares 18,236 Est. Cost $296.05 Unrealized
LHX L3harris Technologies Inc. 0.1%
Value ($000) $6,531 Shares 31,424 Est. Cost $181.24 Unrealized +18.4%
TRV Travelers Companies 0.1%
Value ($000) $6,450 Shares 42,101 Est. Cost $131.62 Unrealized +15.6%
LMT Lockheed Martin Corp 0.1%
Value ($000) $6,426 Shares 16,635 Est. Cost $306.72 Unrealized +24.1%
IWR iShares Russell Mid Cap ETF 0.1%
Value ($000) $6,183 Shares 99,486 Est. Cost $66.96 Unrealized
MBB iShares MBS ETF IV 0.1%
Value ($000) $6,003 Shares 65,551 Est. Cost $103.04 Unrealized
Duke Energy Co 5.625PFD 0.1%
Value ($000) $5,982 Shares 244,060 Est. Cost $26.62 Unrealized
STZ Constellation Brand Class A 0.1%
Value ($000) $5,913 Shares 25,745 Est. Cost $180.85 Unrealized +26.9%
ETN Eaton Corp PLC F 0.1%
Value ($000) $5,899 Shares 44,232 Est. Cost $72.06 Unrealized +85.1%
IVE iShares S&P 500 Value ETF 0.1%
Value ($000) $5,838 Shares 45,426 Est. Cost $111.68 Unrealized
BRK/A Berkshire Hathaway Class A 0.1%
Value ($000) $5,691 Shares 14 Est. Cost $372459.20 Unrealized +14.9%
JPST JPMorgan Ultra Short Income ETF 0.1%
Value ($000) $5,613 Shares 111,908 Est. Cost $50.60 Unrealized
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $5,491 Shares 76,982 Est. Cost $79.59 Unrealized
NVO Novo-Nordisk A S F Sponsored ADR 0.1%
Value ($000) $5,300 Shares 53,194 Est. Cost $50.07 Unrealized
XLK Technology Select Sector SPDR ETF 0.1%
Value ($000) $5,240 Shares 44,113 Est. Cost $76.06 Unrealized
VXF Vanguard Extended Market ETF 0.1%
Value ($000) $5,132 Shares 40,373 Est. Cost $111.83 Unrealized
SCHF Schwab International Equity ETF 0.1%
Value ($000) $4,946 Shares 175,816 Est. Cost $31.19 Unrealized
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $4,714 Shares 25,076 Est. Cost $172.68 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.1%
Value ($000) $4,622 Shares 34,198 Est. Cost $120.98 Unrealized
TGT Target Corp 0.1%
Value ($000) $4,614 Shares 31,024 Est. Cost $67.52 Unrealized +111.7%
IGIB iShares TRT Is 5 10 Inv GR CR BD ETF 0.1%
Value ($000) $4,557 Shares 94,388 Est. Cost $56.33 Unrealized
XLY SPDR Fund Consumer Discre Select ETF 0.1%
Value ($000) $4,401 Shares 30,897 Est. Cost $106.39 Unrealized
MMM 3M Co 0.1%
Value ($000) $4,350 Shares 39,363 Est. Cost $119.35 Unrealized -19.2%
IBM IBM Corp 0.1%
Value ($000) $4,273 Shares 35,961 Est. Cost $107.14 Unrealized +7.9%
SCHZ Schwab US Aggregate Bond ETF 0.1%
Value ($000) $4,122 Shares 90,984 Est. Cost $52.89 Unrealized
IJH iShares Core S&P Mid Cap ETF 0.1%
Value ($000) $4,069 Shares 18,559 Est. Cost $227.02 Unrealized
YUM Yum Brands Inc 0.1%
Value ($000) $3,769 Shares 35,444 Est. Cost $116.04 Unrealized -6.3%
CTAS Cintas Corp 0.1%
Value ($000) $3,761 Shares 9,688 Est. Cost $51.50 Unrealized +92.4%
SCHX Schwab US Large Cap ETF 0.1%
Value ($000) $3,701 Shares 87,383 Est. Cost $58.19 Unrealized
KMB Kimberly Clark Corp 0.1%
Value ($000) $3,499 Shares 30,762 Est. Cost $93.22 Unrealized +22.6%
Nuveen Ohio QLTY MNCPL I 0.1%
Value ($000) $3,370 Shares 285,885 Est. Cost $15.15 Unrealized
Public Storage 5.6 PFD PFD Ser H 0.1%
Value ($000) $3,192 Shares 133,281 Est. Cost $27.18 Unrealized
VFH Vanguard Financials ETF 0.1%
Value ($000) $3,073 Shares 41,019 Est. Cost $69.47 Unrealized
EAGG iShares Esg Aware US Aggrgt BND ETF 0.1%
Value ($000) $3,054 Shares 65,759 Est. Cost $54.64 Unrealized
TPL Texas Pacific Land Corp 0.1%
Value ($000) $2,977 Shares 1,675 Est. Cost $117.17 Unrealized +58.5%
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $2,935 Shares 17,798 Est. Cost $150.39 Unrealized
SCZ iShares MSCI EAFE Small Cap ETF 0.1%
Value ($000) $2,742 Shares 56,216 Est. Cost $57.06 Unrealized
VTWV Vanguard Russell 2000 Value ETF 0.1%
Value ($000) $2,720 Shares 23,870 Est. Cost $139.80 Unrealized
BY Byline Bancorp Inc Com 0.1%
Value ($000) $2,717 Shares 134,158 Est. Cost $24.67 Unrealized -12.2%
Centergroup Financial In C 0.1%
Value ($000) $2,646 Shares 42,742 Est. Cost $61.90 Unrealized
VTEB Vanguard Muni BND Tax Exempt ETF 0.1%
Value ($000) $2,589 Shares 53,774 Est. Cost $50.87 Unrealized
V Visa Inc Class A 0.1%
Value ($000) $2,587 Shares 14,561 Est. Cost $161.40 Unrealized +22.9%
HON Honeywell Intl Inc 0.1%
Value ($000) $2,571 Shares 15,393 Est. Cost $129.59 Unrealized +25.1%
VGT Vanguard Information Technology ETF 0.1%
Value ($000) $2,504 Shares 8,127 Est. Cost $263.98 Unrealized
Fifth Third 6.625 PFD PFD Ser I 0.1%
Value ($000) $2,465 Shares 96,799 Est. Cost $27.84 Unrealized
XLV Select Sector Health Care SPDR ETF 0.1%
Value ($000) $2,461 Shares 20,322 Est. Cost $86.99 Unrealized
CSCO Cisco Systems Inc 0.1%
Value ($000) $2,442 Shares 61,056 Est. Cost $41.01 Unrealized -2.4%
VDC Vanguard Consumer Staple ETF 0.1%
Value ($000) $2,380 Shares 13,764 Est. Cost $134.99 Unrealized
VYM Vanguard High Dividend Yield ETF 0.1%
Value ($000) $2,368 Shares 24,963 Est. Cost $82.79 Unrealized
SCHG Schwab US Large Cap Growth ETF 0.1%
Value ($000) $2,353 Shares 42,165 Est. Cost $66.91 Unrealized
PNC Finl SVC 6.125 PFD PFD Ser P 0.1%
Value ($000) $2,332 Shares 91,881 Est. Cost $25.72 Unrealized
SCHW Charles Schwab Corp 0.0%
Value ($000) $2,253 Shares 31,352 Est. Cost $38.20 Unrealized +73.3%
NTRS Northern Trust Corp 0.0%
Value ($000) $2,235 Shares 25,891 Est. Cost $75.31 Unrealized +14.6%
ORCL Oracle Corp 0.0%
Value ($000) $2,183 Shares 35,749 Est. Cost $44.92 Unrealized +56.2%
Cohen Steers REIT Prefer 0.0%
Value ($000) $2,134 Shares 110,050 Est. Cost $18.47 Unrealized
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $2,073 Shares 16,074 Est. Cost $116.69 Unrealized
IYW iShares US Technology ETF 0.0%
Value ($000) $2,049 Shares 27,921 Est. Cost $124.05 Unrealized
SMB Vaneck Vectors Short Muni ETF 0.0%
Value ($000) $2,040 Shares 122,662 Est. Cost $17.80 Unrealized
SCHA Schwab US Small Cap ETF 0.0%
Value ($000) $2,033 Shares 53,778 Est. Cost $55.73 Unrealized
CSX CSX Corp 0.0%
Value ($000) $2,011 Shares 75,470 Est. Cost $27.34 Unrealized +8.2%
T A T & T Inc 0.0%
Value ($000) $1,984 Shares 129,318 Est. Cost $15.58 Unrealized -3.2%
PNC PNC Finl Services 0.0%
Value ($000) $1,948 Shares 13,036 Est. Cost $124.01 Unrealized +14.5%
APD Air Prod & Chemicals 0.0%
Value ($000) $1,927 Shares 8,221 Est. Cost $193.27 Unrealized +17.1%
KR Kroger Co 0.0%
Value ($000) $1,916 Shares 43,797 Est. Cost $25.35 Unrealized +73.9%
VIS Vanguard Industrials ETF 0.0%
Value ($000) $1,898 Shares 11,990 Est. Cost $139.44 Unrealized
SCHM Charles Schwab US MC ETF 0.0%
Value ($000) $1,897 Shares 31,348 Est. Cost $54.57 Unrealized
VTIP Vanguard SHRT Inf Prot Sec Index ETF 0.0%
Value ($000) $1,812 Shares 37,666 Est. Cost $50.50 Unrealized
COP Conocophillips 0.0%
Value ($000) $1,803 Shares 17,444 Est. Cost $44.85 Unrealized +96.6%
Truist Finl C 5.25 PFD PFD Ser O 0.0%
Value ($000) $1,797 Shares 79,056 Est. Cost $27.65 Unrealized
IWO iShares Russell 2000 Growth ETF 0.0%
Value ($000) $1,768 Shares 8,559 Est. Cost $192.08 Unrealized
Public Storage 4.7 PFD PFD Ser J 0.0%
Value ($000) $1,700 Shares 83,250 Est. Cost $25.55 Unrealized
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $1,683 Shares 8,528 Est. Cost $172.72 Unrealized
DNP Select Income CF 0.0%
Value ($000) $1,675 Shares 160,656 Est. Cost $10.35 Unrealized
PM Philip Morris Intl 0.0%
Value ($000) $1,621 Shares 19,232 Est. Cost $66.32 Unrealized +22.0%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $1,613 Shares 34,086 Est. Cost $53.87 Unrealized -10.9%
SUSB iShares Esg Awr 1 5 Y Usd CP BND ETF 0.0%
Value ($000) $1,587 Shares 67,551 Est. Cost $25.92 Unrealized
VYMI Vanguard Internatnl HGH DIV YLD ETF 0.0%
Value ($000) $1,580 Shares 30,368 Est. Cost $60.76 Unrealized
FLOT iShares Floating Rate Bond ETF 0.0%
Value ($000) $1,570 Shares 31,225 Est. Cost $50.92 Unrealized
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $1,564 Shares 69,808 Est. Cost $26.56 Unrealized
MDT Medtronic PLC F 0.0%
Value ($000) $1,530 Shares 18,783 Est. Cost $87.35 Unrealized -7.5%
SYK Stryker Corp 0.0%
Value ($000) $1,499 Shares 7,378 Est. Cost $165.44 Unrealized +22.7%
VNQ Vanguard Real Estate ETF 0.0%
Value ($000) $1,449 Shares 18,079 Est. Cost $110.23 Unrealized
VUSB Vanguard Ultra Short Bond ETF 0.0%
Value ($000) $1,447 Shares 29,570 Est. Cost $50.02 Unrealized
VUG Vanguard Growth ETF 0.0%
Value ($000) $1,410 Shares 6,588 Est. Cost $189.28 Unrealized
The Southern Co 4.2PFD Due 10/15/60 0.0%
Value ($000) $1,372 Shares 72,207 Est. Cost $26.00 Unrealized
MLN Vaneck Vectors Long Muni ETF 0.0%
Value ($000) $1,348 Shares 81,031 Est. Cost $21.09 Unrealized
Southern Co 1.240 Ser 2020a 0.0%
Value ($000) $1,335 Shares 64,475 Est. Cost $25.66 Unrealized
MRSH Marsh & MC Lennan Co 0.0%
Value ($000) $1,272 Shares 8,523 Est. Cost $96.21 Unrealized +58.3%
ALL Allstate Corp 0.0%
Value ($000) $1,263 Shares 10,076 Est. Cost $95.10 Unrealized +20.5%
VV Vanguard Large Cap ETF 0.0%
Value ($000) $1,236 Shares 7,558 Est. Cost $162.52 Unrealized
VMC Vulcan Materials Com 0.0%
Value ($000) $1,236 Shares 7,835 Est. Cost $187.02 Unrealized -15.4%
BlackRock Inc 0.0%
Value ($000) $1,233 Shares 2,240 Est. Cost $545.58 Unrealized
PFF iShares Preferred Income Sec ETF 0.0%
Value ($000) $1,209 Shares 38,170 Est. Cost $37.28 Unrealized
EEM iShares MSCI Emerging Markets ETF 0.0%
Value ($000) $1,183 Shares 33,910 Est. Cost $46.88 Unrealized
BF/B Brown Forman Corp CL B 0.0%
Value ($000) $1,182 Shares 17,710 Est. Cost $49.19 Unrealized +38.3%
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $1,174 Shares 20,292 Est. Cost $73.54 Unrealized
SJM J M Smucker Co 0.0%
Value ($000) $1,156 Shares 8,414 Est. Cost $99.11 Unrealized +22.3%
IBB iShares Nasdaq Biotechnology ETF 0.0%
Value ($000) $1,149 Shares 9,827 Est. Cost $109.59 Unrealized
IEX Idex Corp 0.0%
Value ($000) $1,129 Shares 5,650 Est. Cost $181.08 Unrealized +6.9%
WFC Wells Fargo & Co 0.0%
Value ($000) $1,128 Shares 28,047 Est. Cost $46.15 Unrealized -14.7%
DCI Donaldson Co 0.0%
Value ($000) $1,121 Shares 22,882 Est. Cost $44.32 Unrealized +11.5%
Liberty Media Corp Series C Liberty Sirius 0.0%
Value ($000) $1,111 Shares 29,454 Est. Cost $38.12 Unrealized
CARR Carrier Global Corp 0.0%
Value ($000) $1,107 Shares 31,134 Est. Cost $17.13 Unrealized +119.5%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $1,101 Shares 4,905 Est. Cost $226.20 Unrealized
BA Boeing Co 0.0%
Value ($000) $1,091 Shares 9,014 Est. Cost $326.20 Unrealized -53.0%
ISRG Intuitive Surgical 0.0%
Value ($000) $1,078 Shares 5,751 Est. Cost $281.29 Unrealized -23.6%
PSX Phillips 66 0.0%
Value ($000) $1,077 Shares 13,337 Est. Cost $74.88 Unrealized +0.7%
IVOO Vanguard S&P Mid Cap 400 ETF 0.0%
Value ($000) $1,041 Shares 6,964 Est. Cost $129.55 Unrealized
VT Vanguard Total World Stock ETF 0.0%
Value ($000) $989 Shares 12,544 Est. Cost $75.31 Unrealized
Walgreens Boots Alli 0.0%
Value ($000) $989 Shares 31,495 Est. Cost $61.35 Unrealized
Focus Finl Partners 0051 0.0%
Value ($000) $952 Shares 30,202 Est. Cost $42.30 Unrealized
ESGV Vanguard World FD (esg US STK Etf) 0.0%
Value ($000) $948 Shares 15,075 Est. Cost $79.70 Unrealized
Bank Of America 5 PFD PFD Ser LL 0.0%
Value ($000) $939 Shares 45,874 Est. Cost $26.58 Unrealized
DVY iShares Select Dividend ETF 0.0%
Value ($000) $926 Shares 8,639 Est. Cost $99.64 Unrealized
IYH iShares US Healthcare ETF 0.0%
Value ($000) $921 Shares 3,640 Est. Cost $233.58 Unrealized
MLM Martin Marietta Matr 0.0%
Value ($000) $904 Shares 2,806 Est. Cost $205.49 Unrealized +61.3%
VEA Vanguard FTSE Developed Markets ETF 0.0%
Value ($000) $885 Shares 24,344 Est. Cost $42.87 Unrealized
OTIS Otis Worldwide Corp 0.0%
Value ($000) $882 Shares 13,823 Est. Cost $47.48 Unrealized +45.9%
QQQ Invesco QQQ Trust 0.0%
Value ($000) $868 Shares 3,243 Est. Cost $313.21 Unrealized
HSY Hershey Co 0.0%
Value ($000) $841 Shares 3,816 Est. Cost $91.11 Unrealized +125.3%
CVS CVS Health Corp 0.0%
Value ($000) $834 Shares 8,742 Est. Cost $56.31 Unrealized +55.6%
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $800 Shares 12,040 Est. Cost $50.77 Unrealized
MINT PIMCO Enhanced SHRT Maturty Actv ETF 0.0%
Value ($000) $796 Shares 8,050 Est. Cost $101.82 Unrealized
AWK American Water Works 0.0%
Value ($000) $789 Shares 6,062 Est. Cost $101.93 Unrealized +37.3%
MPC Marathon Pete Corp 0.0%
Value ($000) $759 Shares 7,646 Est. Cost $43.84 Unrealized +98.2%
BK Bank Of NY Mellon Co 0.0%
Value ($000) $749 Shares 19,440 Est. Cost $43.84 Unrealized -11.8%
AMD Advanced Micro 0.0%
Value ($000) $742 Shares 11,717 Est. Cost $119.38 Unrealized -28.7%
Prudential Fin 5.625PFD Due 08/15/58 0.0%
Value ($000) $735 Shares 30,005 Est. Cost $27.16 Unrealized
CRSP Crispr Therapeutics F 0.0%
Value ($000) $725 Shares 11,100 Est. Cost $79.31 Unrealized -8.6%
Nuveen Arizona QLTY MNCP 0.0%
Value ($000) $709 Shares 56,400 Est. Cost $14.04 Unrealized
CMG Chipotle Mexican GRL 0.0%
Value ($000) $705 Shares 469 Est. Cost $9.86 Unrealized +214.3%
PCAR Paccar Inc 0.0%
Value ($000) $701 Shares 8,375 Est. Cost $34.62 Unrealized +45.3%
BAC Bank Of America Corp 0.0%
Value ($000) $700 Shares 23,168 Est. Cost $27.67 Unrealized +10.6%
AON Aon PLC F Class A 0.0%
Value ($000) $699 Shares 2,609 Est. Cost $178.56 Unrealized +54.5%
Neuberger Berman Municip 0.0%
Value ($000) $696 Shares 68,458 Est. Cost $15.04 Unrealized
SO Southern Co 0.0%
Value ($000) $680 Shares 9,996 Est. Cost $42.72 Unrealized +56.7%
Fifth Third B 4.95 PFD PFD Ser K 0.0%
Value ($000) $654 Shares 30,970 Est. Cost $26.25 Unrealized
MFC Manulife Finl F 0.0%
Value ($000) $646 Shares 41,242 Est. Cost $19.96 Unrealized -12.1%
Barcl Bank iPath Pure Be Bro Com ETN 0.0%
Value ($000) $640 Shares 15,262 Est. Cost $39.12 Unrealized
DNLI Denali Therapeutics I N 0.0%
Value ($000) $638 Shares 20,780 Est. Cost $45.72 Unrealized -28.9%
PPG PPG Industries Inc 0.0%
Value ($000) $637 Shares 5,754 Est. Cost $118.49 Unrealized -3.0%
MCO Moodys Corp Com 0.0%
Value ($000) $633 Shares 2,604 Est. Cost $200.94 Unrealized +40.5%
SHW Sherwin Williams Co 0.0%
Value ($000) $627 Shares 3,063 Est. Cost $281.61 Unrealized -18.4%
Horizon Therapeutics P F 0.0%
Value ($000) $619 Shares 10,000 Est. Cost $109.39 Unrealized
Kellogg Co 0.0%
Value ($000) $616 Shares 8,836 Est. Cost $45.84 Unrealized +33.4%
MAR Marriott Intl Inc Class A 0.0%
Value ($000) $599 Shares 4,273 Est. Cost $131.30 Unrealized +12.5%
VXUS Vanguard Total International STK ETF 0.0%
Value ($000) $595 Shares 12,990 Est. Cost $53.18 Unrealized
GWW WW Grainger Inc 0.0%
Value ($000) $591 Shares 1,209 Est. Cost $254.60 Unrealized +100.3%
DOV Dover Corp 0.0%
Value ($000) $588 Shares 5,047 Est. Cost $95.72 Unrealized +27.7%
SPLV Invesco S&P 500 Low Volatility ETF 0.0%
Value ($000) $585 Shares 10,121 Est. Cost $62.00 Unrealized
VFC VF Corp 0.0%
Value ($000) $585 Shares 19,565 Est. Cost $73.11 Unrealized -41.0%
SWK Stanley Black & Deck 0.0%
Value ($000) $581 Shares 7,720 Est. Cost $152.73 Unrealized -45.0%
FMC F M C Corp 0.0%
Value ($000) $580 Shares 5,458 Est. Cost $60.69 Unrealized +56.4%
HBAN Huntington Bancshs 0.0%
Value ($000) $568 Shares 42,628 Est. Cost $9.88 Unrealized +15.5%
HRB H & R Block 0.0%
Value ($000) $565 Shares 13,200 Est. Cost $20.60 Unrealized +85.7%
ESGD iShares TR Esg Aw (msci Eafe) 0.0%
Value ($000) $561 Shares 9,989 Est. Cost $73.75 Unrealized
VPU Vanguard Utilities ETF 0.0%
Value ($000) $560 Shares 3,902 Est. Cost $112.67 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $558 Shares 13,508 Est. Cost $33.89 Unrealized -2.4%
PSA Public Storage REIT 0.0%
Value ($000) $556 Shares 1,900 Est. Cost $204.55 Unrealized +37.5%
D Dominion Energy Inc 0.0%
Value ($000) $555 Shares 8,027 Est. Cost $58.47 Unrealized +16.9%
JNK SPDR Bloomberg Barclays High Yield Bond ETF 0.0%
Value ($000) $546 Shares 6,218 Est. Cost $96.46 Unrealized
ADBE Adobe Inc 0.0%
Value ($000) $542 Shares 1,969 Est. Cost $341.53 Unrealized +10.8%
IYJ iShares US Industrials ETF 0.0%
Value ($000) $539 Shares 6,436 Est. Cost $112.76 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $538 Shares 16,670 Est. Cost $24.72 Unrealized +21.0%
Nuveen Clifornia Qulty M 0.0%
Value ($000) $535 Shares 48,500 Est. Cost $14.33 Unrealized
CME Cme Group Inc Class A 0.0%
Value ($000) $529 Shares 2,987 Est. Cost $183.37 Unrealized -7.0%
EW Edwards Lifesciences 0.0%
Value ($000) $527 Shares 6,375 Est. Cost $64.94 Unrealized +48.2%
MCK Mckesson Corp 0.0%
Value ($000) $523 Shares 1,536 Est. Cost $151.58 Unrealized +125.1%
PH Parker-Hannifin Corp 0.0%
Value ($000) $522 Shares 2,155 Est. Cost $289.92 Unrealized -10.6%
GIS General Mills Inc 0.0%
Value ($000) $520 Shares 6,791 Est. Cost $46.33 Unrealized +46.3%
TFC Truist Finl Corp 0.0%
Value ($000) $513 Shares 11,778 Est. Cost $40.55 Unrealized -0.8%
BSM Black Stone Minerals LP 0.0%
Value ($000) $512 Shares 32,746 Est. Cost $6.68 Unrealized
IWF iShares Russell 1000 Growth ETF 0.0%
Value ($000) $500 Shares 2,375 Est. Cost $160.99 Unrealized
NVDA Nvidia Corp 0.0%
Value ($000) $491 Shares 4,046 Est. Cost $25.78 Unrealized -38.8%
MCHP Microchip Technology 0.0%
Value ($000) $490 Shares 8,029 Est. Cost $57.62 Unrealized +5.3%
Liberty Media Corp Series A Liberty Sirius 0.0%
Value ($000) $490 Shares 12,867 Est. Cost $38.43 Unrealized
EG Everest Re Group LTD F 0.0%
Value ($000) $487 Shares 1,855 Est. Cost $221.80 Unrealized +15.1%
American Financial Group Inc 0.0%
Value ($000) $487 Shares 21,795 Est. Cost $28.49 Unrealized
ITOT iShares Total US Stock Market ETF 0.0%
Value ($000) $482 Shares 6,057 Est. Cost $79.72 Unrealized
LBRDK Liberty Broadband Co Class C 0.0%
Value ($000) $476 Shares 6,453 Est. Cost $101.58 Unrealized -1.9%
AVY Avery Dennison Corp 0.0%
Value ($000) $474 Shares 2,913 Est. Cost $198.94 Unrealized -14.2%
TXN Texas Instruments 0.0%
Value ($000) $462 Shares 2,987 Est. Cost $116.79 Unrealized +29.8%
MS Morgan Stanley 0.0%
Value ($000) $453 Shares 5,735 Est. Cost $59.54 Unrealized +26.4%
CAT Caterpillar Inc 0.0%
Value ($000) $451 Shares 2,746 Est. Cost $130.53 Unrealized +31.9%
XLF Select STR Financial Select SPDR ETF 0.0%
Value ($000) $445 Shares 14,654 Est. Cost $28.93 Unrealized
GLD SPDR Gold Shares ETF 0.0%
Value ($000) $443 Shares 2,862 Est. Cost $170.96 Unrealized
VSGX Vanguard Esg Internatnl Stock ETF 0.0%
Value ($000) $439 Shares 10,105 Est. Cost $44.50 Unrealized
ELV Elevance Health, Inc 0.0%
Value ($000) $434 Shares 955 Est. Cost $221.66 Unrealized +105.4%
HUBB Hubbell Inc 0.0%
Value ($000) $429 Shares 1,922 Est. Cost $166.84 Unrealized +19.8%
CI CIGNA Corp 0.0%
Value ($000) $428 Shares 1,542 Est. Cost $171.38 Unrealized +54.5%
GE General Electric Co 0.0%
Value ($000) $409 Shares 6,592 Est. Cost $62.12 Unrealized -30.4%
CM CDN Imperial BK Comm F 0.0%
Value ($000) $395 Shares 8,896 Est. Cost $47.11 Unrealized -11.8%
GS Goldman Sachs Group 0.0%
Value ($000) $394 Shares 1,344 Est. Cost $242.86 Unrealized +22.3%
GPC Genuine Parts Co 0.0%
Value ($000) $392 Shares 2,612 Est. Cost $83.67 Unrealized +64.2%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $390 Shares 3,498 Est. Cost $102.17 Unrealized
PYPL Paypal Holdings Incorpor 0.0%
Value ($000) $387 Shares 4,500 Est. Cost $135.87 Unrealized -34.9%
FISV Fiserv Inc 0.0%
Value ($000) $386 Shares 4,125 Est. Cost $103.07 Unrealized -1.1%
IYM iShares US Basic Materials ETF 0.0%
Value ($000) $383 Shares 3,541 Est. Cost $103.16 Unrealized
EEMV Ishs MSCI Emerg MRKT Min Vol FCT ETF 0.0%
Value ($000) $363 Shares 7,155 Est. Cost $62.34 Unrealized
BILL Bill Com HLDGS Inc 0.0%
Value ($000) $341 Shares 2,577 Est. Cost $276.70 Unrealized -48.1%
DSI iShares MSCI KLD 400 Social Indx ETF 0.0%
Value ($000) $340 Shares 5,073 Est. Cost $89.03 Unrealized
WBD Warner Brothers Discover 0.0%
Value ($000) $338 Shares 29,429 Est. Cost $15.95 Unrealized -14.8%
MSI Motorola Solutions 0.0%
Value ($000) $329 Shares 1,463 Est. Cost $159.46 Unrealized +42.3%
GLW Corning Inc 0.0%
Value ($000) $324 Shares 11,160 Est. Cost $26.21 Unrealized +17.3%
FCNCA First Citizens BKSH Class A 0.0%
Value ($000) $323 Shares 405 Est. Cost $423.56 Unrealized +82.2%
Unilever PLC F Sponsored ADR 0.0%
Value ($000) $323 Shares 7,362 Est. Cost $58.94 Unrealized
VOE Vanguard Mid Cap Value ETF 0.0%
Value ($000) $323 Shares 2,650 Est. Cost $95.70 Unrealized
EL Estee Lauder Co Inc Class A 0.0%
Value ($000) $317 Shares 1,469 Est. Cost $196.57 Unrealized +22.4%
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $313 Shares 3,945 Est. Cost $87.73 Unrealized
FSLR First Solar Inc 0.0%
Value ($000) $311 Shares 2,350 Est. Cost $75.32 Unrealized +42.3%
ICE Intercontinental Exc 0.0%
Value ($000) $311 Shares 3,437 Est. Cost $122.87 Unrealized -22.0%
AJG Arthur J Gallagher&c 0.0%
Value ($000) $309 Shares 1,804 Est. Cost $88.05 Unrealized +95.2%
SCHV Schwab US Large Cap Value ETF 0.0%
Value ($000) $307 Shares 5,239 Est. Cost $52.91 Unrealized
HPQ HP Inc. 0.0%
Value ($000) $306 Shares 12,140 Est. Cost $24.35 Unrealized +10.9%
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $305 Shares 1,475 Est. Cost $196.35 Unrealized
A Agilent Technologies Inc Com 0.0%
Value ($000) $305 Shares 2,506 Est. Cost $156.90 Unrealized -20.1%
CNI Canadian Natl Railwy F 0.0%
Value ($000) $301 Shares 2,776 Est. Cost $113.13 Unrealized -1.6%
SVB Finl Group 0.0%
Value ($000) $297 Shares 885 Est. Cost $240.01 Unrealized
CHH Choice Hotels Intl 0.0%
Value ($000) $296 Shares 2,700 Est. Cost $138.14 Unrealized -19.7%
DFAC Dimensional U S Core Equity 2 ETF 0.0%
Value ($000) $295 Shares 13,248 Est. Cost $26.98 Unrealized
IYC iShares U.S. Consumer Services ETF 0.0%
Value ($000) $293 Shares 5,032 Est. Cost $84.00 Unrealized
VIOO Vanguard S&P Small Cap 600 ETF 0.0%
Value ($000) $292 Shares 1,810 Est. Cost $185.97 Unrealized
Brookfield Asset MGM F Class A 0.0%
Value ($000) $291 Shares 7,114 Est. Cost $41.50 Unrealized
CAH Cardinal Health Inc 0.0%
Value ($000) $284 Shares 4,229 Est. Cost $38.24 Unrealized +55.0%
XLC Communicat SVS SLCT Sec SPDR ETF 0.0%
Value ($000) $283 Shares 5,919 Est. Cost $58.96 Unrealized
DD DuPont De Nemours Inc 0.0%
Value ($000) $281 Shares 5,575 Est. Cost $26.57 Unrealized -16.3%
NTAP Netapp Inc 0.0%
Value ($000) $278 Shares 4,500 Est. Cost $44.97 Unrealized +42.6%
TAK Takeda Pharma Co F Sponsored ADR 0.0%
Value ($000) $276 Shares 20,781 Est. Cost $13.63 Unrealized
L Loews Corp 0.0%
Value ($000) $274 Shares 5,500 Est. Cost $48.63 Unrealized +14.1%
SHEL Shell PLC F Unsponsored ADR 0.0%
Value ($000) $273 Shares 5,484 Est. Cost $54.80 Unrealized
EOG Eog Resources Inc 0.0%
Value ($000) $265 Shares 2,372 Est. Cost $70.69 Unrealized +38.1%
BXP Boston Properties REIT 0.0%
Value ($000) $261 Shares 3,441 Est. Cost $85.13 Unrealized -18.3%
BlackRock Core Bond CF 0.0%
Value ($000) $256 Shares 25,606 Est. Cost $13.13 Unrealized
IJS iShares S&P Small Cap 600 ETF 0.0%
Value ($000) $254 Shares 3,082 Est. Cost $100.84 Unrealized
ESGE iShares Esg Aware MSCI Em ETF 0.0%
Value ($000) $254 Shares 9,170 Est. Cost $35.13 Unrealized
LQD iShares iBoxx Invt Grade Bond ETF 0.0%
Value ($000) $250 Shares 2,442 Est. Cost $123.35 Unrealized
SCHO Schwab Short Term US Treasury ETF 0.0%
Value ($000) $246 Shares 5,092 Est. Cost $50.30 Unrealized
SWKS Skyworks Solutions 0.0%
Value ($000) $243 Shares 2,855 Est. Cost $68.44 Unrealized +34.6%
MTUM iShares TR Edge MSCI USA Momentum Factor ETF 0.0%
Value ($000) $240 Shares 1,829 Est. Cost $138.20 Unrealized
MU Micron Technology 0.0%
Value ($000) $239 Shares 4,769 Est. Cost $73.67 Unrealized -22.7%
REGN Regeneron Pharms Inc 0.0%
Value ($000) $237 Shares 344 Est. Cost $409.75 Unrealized +52.8%
SHY iShares 1-3 Year Treasry Bond ETF 0.0%
Value ($000) $236 Shares 2,903 Est. Cost $86.33 Unrealized
AEP Amer Electric PWR Co 0.0%
Value ($000) $235 Shares 2,712 Est. Cost $59.51 Unrealized +46.4%
Arixa Secured Income 0.0%
Value ($000) $234 Shares 234,455 Est. Cost $1.00 Unrealized
WU Western Union Co 0.0%
Value ($000) $230 Shares 17,000 Est. Cost $22.92 Unrealized
SUSA iShares MSCI USA Esg Select ETF 0.0%
Value ($000) $229 Shares 3,020 Est. Cost $97.88 Unrealized
LBRDA Liberty Broadband Corp Series A 0.0%
Value ($000) $229 Shares 3,063 Est. Cost $99.20 Unrealized -0.0%
SLB Schlumberger LTD F 0.0%
Value ($000) $224 Shares 6,198 Est. Cost $35.90 Unrealized -6.9%
OSBC Old Second BNCP Inc 0.0%
Value ($000) $223 Shares 17,061 Est. Cost $12.35 Unrealized +8.1%
SYF Synchrony Finl 0.0%
Value ($000) $217 Shares 7,700 Est. Cost $35.71 Unrealized -16.4%
FAST Fastenal Co 0.0%
Value ($000) $217 Shares 4,709 Est. Cost $13.59 Unrealized +70.6%
VSS VGRD FTSE All WRLD Ex US SML Cap ETF 0.0%
Value ($000) $216 Shares 2,326 Est. Cost $102.88 Unrealized
BOND PIMCO Active Bond ETF 0.0%
Value ($000) $216 Shares 2,403 Est. Cost $104.50 Unrealized
C T I Biopharma Corp 0.0%
Value ($000) $216 Shares 37,037 Est. Cost $5.82 Unrealized
OHI Omega Hlthcare Invts REIT 0.0%
Value ($000) $215 Shares 7,300 Est. Cost $37.36 Unrealized
The Charles S 5.95 PFD PFD Ser D 0.0%
Value ($000) $214 Shares 8,705 Est. Cost $25.48 Unrealized
VTV Vanguard Value ETF 0.0%
Value ($000) $213 Shares 1,728 Est. Cost $131.13 Unrealized
BNDX Vanguard Total International BND ETF 0.0%
Value ($000) $213 Shares 4,465 Est. Cost $54.09 Unrealized
DOW Dow Inc 0.0%
Value ($000) $209 Shares 4,750 Est. Cost $39.31 Unrealized +5.5%
AFG Amern Finl GP 0.0%
Value ($000) $208 Shares 1,688 Est. Cost $100.89 Unrealized +3.4%
XLE Energy Select Sector SPDR ETF 0.0%
Value ($000) $204 Shares 2,837 Est. Cost $76.00 Unrealized
LYTS L S I Industries Inc 0.0%
Value ($000) $202 Shares 26,256 Est. Cost $7.55 Unrealized -7.7%
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $201 Shares 4,530 Est. Cost $48.95 Unrealized
TMFG Motley Fool Global Opportunities ETF 0.0%
Value ($000) $201 Shares 9,032 Est. Cost $32.08 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $199 Shares 3,224 Est. Cost $57.35 Unrealized -2.8%
TFX Teleflex Incorporate 0.0%
Value ($000) $196 Shares 973 Est. Cost $258.92 Unrealized -10.0%
BX Blackstone Group Inc 0.0%
Value ($000) $195 Shares 2,326 Est. Cost $48.23 Unrealized +81.0%
QUAL iShares MSCI USA QLTY Fact ETF 0.0%
Value ($000) $194 Shares 1,864 Est. Cost $122.33 Unrealized
NXPI NXP Semiconductors F 0.0%
Value ($000) $191 Shares 1,290 Est. Cost $103.74 Unrealized +51.3%
ESLT Elbit Systems LTD F 0.0%
Value ($000) $190 Shares 1,000 Est. Cost $182.23 Unrealized +15.0%
EXPE Expedia Group Inc. 0.0%
Value ($000) $187 Shares 2,000 Est. Cost $168.61 Unrealized -39.9%
Lordstown MTRS Corp 0.0%
Value ($000) $187 Shares 102,250 Est. Cost $1.59 Unrealized
CBRE Cbre Group Inc Class A 0.0%
Value ($000) $186 Shares 2,751 Est. Cost $49.75 Unrealized +59.3%
BKNG Booking Holdings Inc 0.0%
Value ($000) $182 Shares 111 Est. Cost $2285.68 Unrealized -19.1%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $182 Shares 1,339 Est. Cost $130.08 Unrealized
Liberty Global Inc F Class C 0.0%
Value ($000) $179 Shares 10,820 Est. Cost $20.06 Unrealized
ZBH Zimmer Biomet HLDGS 0.0%
Value ($000) $177 Shares 1,692 Est. Cost $111.71 Unrealized -4.7%
STX Seagate Technology HLDGS PB LTD Co 0.0%
Value ($000) $177 Shares 3,285 Est. Cost $77.58 Unrealized -16.8%
AYI Acuity Brands Inc 0.0%
Value ($000) $177 Shares 1,125 Est. Cost $203.61 Unrealized -17.7%
CTVA Corteva Inc 0.0%
Value ($000) $177 Shares 3,097 Est. Cost $49.61 Unrealized +13.2%
ADSK Autodesk Inc 0.0%
Value ($000) $177 Shares 946 Est. Cost $160.09 Unrealized +26.2%
Discover Finl S 0.0%
Value ($000) $175 Shares 1,926 Est. Cost $105.06 Unrealized
DIA SPDR Dow Jones Indl (average Et Ut Ser 1) 0.0%
Value ($000) $173 Shares 600 Est. Cost $326.64 Unrealized
FBIN Fortune Brands HM&S 0.0%
Value ($000) $170 Shares 3,175 Est. Cost $53.05 Unrealized -3.4%
Shockwave Medical Inc 0.0%
Value ($000) $170 Shares 612 Est. Cost $207.04 Unrealized
JPMorgan Chase &co 0.0%
Value ($000) $168 Shares 6,791 Est. Cost $25.40 Unrealized
PFG Principal Finl 0.0%
Value ($000) $165 Shares 2,288 Est. Cost $62.90 Unrealized +1.1%
HPE Hewlett Packard Enterpri 0.0%
Value ($000) $165 Shares 13,627 Est. Cost $12.70 Unrealized -3.1%
WY Weyerhaeuser Co REIT 0.0%
Value ($000) $163 Shares 5,719 Est. Cost $21.39 Unrealized +40.8%
MAC The Macerich Co REIT 0.0%
Value ($000) $159 Shares 20,000 Est. Cost $17.28 Unrealized
APH Amphenol Corp Class A 0.0%
Value ($000) $158 Shares 2,350 Est. Cost $36.91 Unrealized -4.6%
FREL Fidelity MSCI Real Estate Index ETF 0.0%
Value ($000) $157 Shares 6,584 Est. Cost $27.16 Unrealized
The Allstate Cor 5.1PFD Due 01/15/53 0.0%
Value ($000) $156 Shares 6,455 Est. Cost $26.41 Unrealized
KONG Formidable Fortress ETF 0.0%
Value ($000) $155 Shares 7,063 Est. Cost $21.95 Unrealized
ISCB iShares Morningstar Small Cap ETF 0.0%
Value ($000) $154 Shares 3,600 Est. Cost $81.85 Unrealized
ES Eversource Energy 0.0%
Value ($000) $152 Shares 1,956 Est. Cost $72.86 Unrealized +4.4%
MDU M D U Resources GRP 0.0%
Value ($000) $152 Shares 5,500 Est. Cost $9.45 Unrealized +6.0%
DKNG Draftkings Inc New Class A 0.0%
Value ($000) $151 Shares 10,000 Est. Cost $14.08 Unrealized +12.9%
IBKR Interactive Brokers Class A 0.0%
Value ($000) $151 Shares 2,360 Est. Cost $16.85 Unrealized -10.3%
TGTX TG Therapeutics Inc. 0.0%
Value ($000) $148 Shares 25,000 Est. Cost $6.56 Unrealized 0.0%
LUV Southwest Airlines 0.0%
Value ($000) $148 Shares 4,795 Est. Cost $44.72 Unrealized -22.1%
IYE iShares US Energy ETF 0.0%
Value ($000) $147 Shares 3,750 Est. Cost $40.92 Unrealized
SCHP Schwab US TIPS ETF 0.0%
Value ($000) $146 Shares 2,813 Est. Cost $54.81 Unrealized
Gamco Invest 5.375 PFD PFD Ser A 0.0%
Value ($000) $145 Shares 6,100 Est. Cost $25.01 Unrealized
U.S. Bancorp 5.5 PFD PFD 0.0%
Value ($000) $145 Shares 6,025 Est. Cost $26.86 Unrealized
Wells Fargo & 5.85 PFD PFD Ser Q 0.0%
Value ($000) $144 Shares 6,400 Est. Cost $25.30 Unrealized
CTSH Cognizant Tech Solu Class A 0.0%
Value ($000) $142 Shares 2,465 Est. Cost $64.24 Unrealized -3.6%
MTB M & T Bank Corp 0.0%
Value ($000) $140 Shares 796 Est. Cost $138.84 Unrealized +13.8%
SRCE First Source Corp 0.0%
Value ($000) $139 Shares 3,000 Est. Cost $46.25 Unrealized
C Citigroup Inc 0.0%
Value ($000) $136 Shares 3,261 Est. Cost $53.98 Unrealized -19.1%
CLX Clorox Co 0.0%
Value ($000) $135 Shares 1,050 Est. Cost $151.58 Unrealized -15.0%
Iteris Inc New Com 0.0%
Value ($000) $135 Shares 45,366 Est. Cost $4.00 Unrealized
O Realty Incm Corp REIT 0.0%
Value ($000) $133 Shares 2,280 Est. Cost $55.33 Unrealized +3.6%
Marathon Oil Corporation 0.0%
Value ($000) $133 Shares 5,900 Est. Cost $25.11 Unrealized
CHE Chemed Corp 0.0%
Value ($000) $133 Shares 305 Est. Cost $473.20 Unrealized +0.4%
ORLY O Reilly Automotive 0.0%
Value ($000) $133 Shares 189 Est. Cost $44.32 Unrealized +5.2%
PLD Prologis Inc. REIT 0.0%
Value ($000) $132 Shares 1,301 Est. Cost $98.22 Unrealized +13.5%
XIFR Nextera Energy Partne LP 0.0%
Value ($000) $130 Shares 1,800 Est. Cost $76.88 Unrealized +4.2%
Greenville National Bancorp Com STK 0.0%
Value ($000) $128 Shares 2,866 Est. Cost $24.01 Unrealized
NTR Nutrien LTD F 0.0%
Value ($000) $128 Shares 1,521 Est. Cost $73.42 Unrealized +4.9%
GM General Motors Co 0.0%
Value ($000) $126 Shares 3,931 Est. Cost $50.79 Unrealized -30.2%
EPI Wisdomtree India Earnings ETF 0.0%
Value ($000) $125 Shares 4,100 Est. Cost $36.01 Unrealized
PHO Invesco Water Resources ETF 0.0%
Value ($000) $124 Shares 2,700 Est. Cost $53.02 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $123 Shares 847 Est. Cost $141.55 Unrealized +10.3%
Liberty Media Corp Series C Liberty Braves 0.0%
Value ($000) $122 Shares 4,451 Est. Cost $27.68 Unrealized
DRI Darden Restaurants 0.0%
Value ($000) $122 Shares 962 Est. Cost $121.42 Unrealized -7.6%
OUNZ Vaneck Merk Gold ETF 0.0%
Value ($000) $121 Shares 7,500 Est. Cost $18.83 Unrealized
Vornado Realt 5.25 PFD PFD Ser N 0.0%
Value ($000) $120 Shares 6,675 Est. Cost $26.82 Unrealized
WAFD Washington Federal 0.0%
Value ($000) $120 Shares 3,993 Est. Cost $29.01 Unrealized -1.2%
CMI Cummins Inc 0.0%
Value ($000) $118 Shares 580 Est. Cost $196.64 Unrealized -0.2%
State Street C 5.9 PFD PFD Ser D 0.0%
Value ($000) $118 Shares 4,750 Est. Cost $25.70 Unrealized
VCEB Vanguard Esg US Bond ETF 0.0%
Value ($000) $117 Shares 1,972 Est. Cost $62.96 Unrealized
BMO Bank Montreal Que F 0.0%
Value ($000) $117 Shares 1,330 Est. Cost $98.30 Unrealized -14.9%
STE Steris PLC 0.0%
Value ($000) $115 Shares 361 Est. Cost $218.04 Unrealized -9.5%
WTRG Essential Utils Inc 0.0%
Value ($000) $113 Shares 2,731 Est. Cost $48.23 Unrealized +0.4%
Total Se F Sponsored ADR 0.0%
Value ($000) $108 Shares 2,288 Est. Cost $51.27 Unrealized
EFV iShares MSCI EAFE Value ETF 0.0%
Value ($000) $107 Shares 2,765 Est. Cost $43.65 Unrealized
TMRAY Tomra Systems Asa Spon A D R 0.0%
Value ($000) $106 Shares 6,000 Est. Cost $19.67 Unrealized
DLN Wisdomtree US Largecap Dividend ETF 0.0%
Value ($000) $105 Shares 1,900 Est. Cost $65.72 Unrealized
ADUS Addus Homecare Corp 0.0%
Value ($000) $105 Shares 1,100 Est. Cost $80.41 Unrealized +14.3%
AL Air Lease Corp Class A 0.0%
Value ($000) $104 Shares 3,325 Est. Cost $35.98 Unrealized -6.6%
XLI Select Sector Industrial SPDR ETF 0.0%
Value ($000) $101 Shares 1,218 Est. Cost $102.98 Unrealized
FFBC First Finl Bancorp 0.0%
Value ($000) $101 Shares 4,782 Est. Cost $21.28 Unrealized -11.1%
F Ford Motor Co 0.0%
Value ($000) $101 Shares 8,984 Est. Cost $14.13 Unrealized -23.1%
ACEL Accel Entertainment Inc Class A 0.0%
Value ($000) $100 Shares 12,854 Est. Cost $12.70 Unrealized -20.0%
CTRA Coterra Energy Inc. 0.0%
Value ($000) $100 Shares 3,820 Est. Cost $19.53 Unrealized +26.6%
AVGO Broadcom Inc 0.0%
Value ($000) $100 Shares 225 Est. Cost $54.41 Unrealized -11.6%
AEE Ameren Corp 0.0%
Value ($000) $99 Shares 1,229 Est. Cost $77.82 Unrealized +5.6%
Gabelli Equity T 5 PFD PFD Ser H 0.0%
Value ($000) $99 Shares 4,500 Est. Cost $24.97 Unrealized
CHTR Charter Communicatn Class A 0.0%
Value ($000) $98 Shares 324 Est. Cost $412.49 Unrealized +3.7%
OGE O G E Energy CP HLDG 0.0%
Value ($000) $97 Shares 2,674 Est. Cost $37.92 Unrealized +6.4%
AMAT Applied Materials 0.0%
Value ($000) $97 Shares 1,189 Est. Cost $132.17 Unrealized -29.3%
NOC Northrop Grumman Co 0.0%
Value ($000) $97 Shares 207 Est. Cost $387.65 Unrealized +16.3%
AGCO A G C O Corp 0.0%
Value ($000) $96 Shares 1,000 Est. Cost $109.55 Unrealized -14.1%
TDS Telephone & Data SYS 0.0%
Value ($000) $96 Shares 6,875 Est. Cost $19.34 Unrealized -17.8%
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.0%
Value ($000) $96 Shares 1,583 Est. Cost $66.37 Unrealized
Nuveen Municipal Credit 0.0%
Value ($000) $93 Shares 8,108 Est. Cost $14.68 Unrealized
BXSL Blackstone Secd (lending FD Common Stock) 0.0%
Value ($000) $93 Shares 3,963 Est. Cost $16.80 Unrealized -1.5%
SPDW SPDR Portfolio DVLPD WRLD Ex-US ETF 0.0%
Value ($000) $91 Shares 3,534 Est. Cost $31.44 Unrealized
Meridian Bioscience 0.0%
Value ($000) $90 Shares 2,863 Est. Cost $25.96 Unrealized
TD Toronto-Dominion BK F 0.0%
Value ($000) $90 Shares 1,465 Est. Cost $80.57 Unrealized -19.6%
INFY Infosys LTD F Sponsored ADR 0.0%
Value ($000) $90 Shares 5,280 Est. Cost $24.89 Unrealized
America Movil Sab F Sponsored ADR 0.0%
Value ($000) $89 Shares 5,400 Est. Cost $21.15 Unrealized
BNTX Biontech Se F Unsponsored ADR 0.0%
Value ($000) $88 Shares 650 Est. Cost $134.88 Unrealized
KCLI Kansas City Life Ins 0.0%
Value ($000) $87 Shares 3,000 Est. Cost $38.75 Unrealized -24.2%
J Jacobs Solutions Inc 0.0%
Value ($000) $87 Shares 800 Est. Cost $100.68 Unrealized 0.0%
HYG iShares iBoxx High Yield Bond ETF 0.0%
Value ($000) $86 Shares 1,208 Est. Cost $80.11 Unrealized
ADM Archer Daniels Midland C 0.0%
Value ($000) $85 Shares 1,056 Est. Cost $69.63 Unrealized +6.7%
CHD Church & Dwight Co 0.0%
Value ($000) $84 Shares 1,174 Est. Cost $94.97 Unrealized -12.8%
HASI Hannon Armstrong Sustainable 0.0%
Value ($000) $83 Shares 2,787 Est. Cost $35.85 Unrealized -15.1%
LNC Lincoln NTNL Co 0.0%
Value ($000) $83 Shares 1,895 Est. Cost $54.74 Unrealized -28.4%
VOOG Vanguard S&P 500 Growth ETF 0.0%
Value ($000) $83 Shares 397 Est. Cost $230.01 Unrealized
CNS Cohen & Steers Inc 0.0%
Value ($000) $83 Shares 1,319 Est. Cost $72.83 Unrealized -12.2%
GPN Global Payments Inc 0.0%
Value ($000) $83 Shares 764 Est. Cost $133.83 Unrealized -10.9%
VOT Vanguard Mid Cap Growth ETF 0.0%
Value ($000) $82 Shares 481 Est. Cost $222.81 Unrealized
FCX Freeport-Mcmoran Inc 0.0%
Value ($000) $82 Shares 2,990 Est. Cost $41.66 Unrealized -33.1%
LFUS Littelfuse Inc 0.0%
Value ($000) $81 Shares 410 Est. Cost $265.35 Unrealized -10.0%
IP Interntnl Paper 0.0%
Value ($000) $81 Shares 2,567 Est. Cost $38.65 Unrealized -9.4%
BR Broadridge Finl Solu 0.0%
Value ($000) $80 Shares 551 Est. Cost $141.85 Unrealized +7.9%
Vornado Realt 5.25 PFD PFD Ser M 0.0%
Value ($000) $80 Shares 4,497 Est. Cost $23.47 Unrealized
SCHC Schwab Internatnal Small Cap Eqy ETF 0.0%
Value ($000) $80 Shares 2,869 Est. Cost $37.97 Unrealized
SUI Sun Communities REIT 0.0%
Value ($000) $78 Shares 585 Est. Cost $176.17 Unrealized
XRAY Dentsply Sirona Inc 0.0%
Value ($000) $78 Shares 2,734 Est. Cost $52.87 Unrealized -35.3%
FTV Fortive Corp Disc 0.0%
Value ($000) $78 Shares 1,335 Est. Cost $48.48 Unrealized -5.0%
VLO Valero Energy Corp 0.0%
Value ($000) $77 Shares 725 Est. Cost $76.96 Unrealized +29.1%
PRU Prudential Finl 0.0%
Value ($000) $77 Shares 899 Est. Cost $94.13 Unrealized -13.4%
DFAS Dimensional U S Small Cap ETF 0.0%
Value ($000) $77 Shares 1,645 Est. Cost $56.06 Unrealized
FTNT Fortinet Inc 0.0%
Value ($000) $76 Shares 1,545 Est. Cost $59.93 Unrealized -9.6%
TM Toyota Motor Corp F Sponsored ADR 0.0%
Value ($000) $75 Shares 565 Est. Cost $182.45 Unrealized
RIO Rio Tinto PLC F Sponsored ADR 0.0%
Value ($000) $74 Shares 1,345 Est. Cost $84.54 Unrealized
SKYX SQL Technologies Corp 0.0%
Value ($000) $74 Shares 20,000 Est. Cost $6.77 Unrealized -43.1%
HSIC Schein Henry Inc 0.0%
Value ($000) $74 Shares 1,122 Est. Cost $81.45 Unrealized -8.8%
ZBRA Zebra Technologies Class A 0.0%
Value ($000) $74 Shares 281 Est. Cost $459.42 Unrealized -32.6%
LULU Lululemon Athletica 0.0%
Value ($000) $72 Shares 258 Est. Cost $325.46 Unrealized -4.7%
Cohen Steers Total Retur 0.0%
Value ($000) $72 Shares 5,975 Est. Cost $15.47 Unrealized
SAFT Safety Ins Group Inc Com 0.0%
Value ($000) $71 Shares 875 Est. Cost $85.36 Unrealized +5.7%
PGX Invesco Preferred ETF 0.0%
Value ($000) $71 Shares 5,940 Est. Cost $13.57 Unrealized
IAU iShares Gold TR iShares New 0.0%
Value ($000) $71 Shares 2,238 Est. Cost $34.49 Unrealized
PB Prosperity Bancshares 0.0%
Value ($000) $71 Shares 1,050 Est. Cost $64.55 Unrealized -1.6%
HAS Hasbro Inc 0.0%
Value ($000) $70 Shares 1,045 Est. Cost $79.36 Unrealized -14.4%
RXL ProShares Ultra Health Care ETF 0.0%
Value ($000) $70 Shares 912 Est. Cost $102.35 Unrealized
HYS PIMCO 0-5 Year High YLD BND Idx ETF 0.0%
Value ($000) $70 Shares 800 Est. Cost $96.21 Unrealized
ICF iShares Cohen And Steers REIT ETF 0.0%
Value ($000) $70 Shares 1,300 Est. Cost $71.01 Unrealized
SXT Sensient Technologie 0.0%
Value ($000) $69 Shares 1,000 Est. Cost $84.25 Unrealized -4.3%
VTRS Viatris Inc 0.0%
Value ($000) $69 Shares 8,081 Est. Cost $12.54 Unrealized -32.8%
ROST Ross Stores Inc 0.0%
Value ($000) $69 Shares 816 Est. Cost $91.07 Unrealized -10.2%
SMH Vaneck Vectors Semiconductor ETF 0.0%
Value ($000) $69 Shares 371 Est. Cost $269.79 Unrealized
EQR Equity Residential REIT 0.0%
Value ($000) $68 Shares 1,006 Est. Cost $75.29 Unrealized -14.9%
IDXX Idexx Labs Inc 0.0%
Value ($000) $67 Shares 207 Est. Cost $512.42 Unrealized -28.3%
XEL Xcel Energy Inc Minn 0.0%
Value ($000) $67 Shares 1,041 Est. Cost $60.38 Unrealized +7.4%
TFI SPDR Nuveen Bloomberg Barclays Municipal Bond 0.0%
Value ($000) $67 Shares 1,520 Est. Cost $47.88 Unrealized
BP BP PLC F Sponsored ADR 0.0%
Value ($000) $66 Shares 2,326 Est. Cost $29.35 Unrealized
OGN Organon & Co 0.0%
Value ($000) $66 Shares 2,808 Est. Cost $28.56 Unrealized -10.2%
SPSB SPDR Short Term Corporate BND ETF 0.0%
Value ($000) $66 Shares 2,248 Est. Cost $29.87 Unrealized
CCI Crown Castle Intl Co REIT 0.0%
Value ($000) $65 Shares 453 Est. Cost $146.66 Unrealized -2.8%
Vanguard S&P 500 ETF SHS 0.0%
Value ($000) $64 Shares 195 Est. Cost $347.84 Unrealized
PWR Quanta Services Inc 0.0%
Value ($000) $64 Shares 500 Est. Cost $110.40 Unrealized +23.2%
ERII Energy Recovery Inc 0.0%
Value ($000) $64 Shares 2,928 Est. Cost $19.47 Unrealized +15.6%
SBAC S B A Communications Class A 0.0%
Value ($000) $63 Shares 222 Est. Cost $304.95 Unrealized +0.5%
HOMB Home Bancshares 0.0%
Value ($000) $63 Shares 2,803 Est. Cost $23.66 Unrealized -1.9%
WING Wingstop Inc 0.0%
Value ($000) $63 Shares 500 Est. Cost $141.78 Unrealized -15.7%
Citrix Systems Inc 0.0%
Value ($000) $62 Shares 600 Est. Cost $100.90 Unrealized
TSCO Tractor Supply Comp 0.0%
Value ($000) $62 Shares 334 Est. Cost $40.55 Unrealized -9.5%
SUB iShares Short Term NTNL Mun BND ETF 0.0%
Value ($000) $62 Shares 600 Est. Cost $104.67 Unrealized
USMV iShares MSCI USA Min Vol FCTR ETF 0.0%
Value ($000) $61 Shares 928 Est. Cost $77.57 Unrealized
AMP Ameriprise Finl 0.0%
Value ($000) $61 Shares 243 Est. Cost $281.79 Unrealized -11.0%
KNX Knight Swift Transportat Class A 0.0%
Value ($000) $61 Shares 1,237 Est. Cost $52.63 Unrealized -6.6%
UBSI United Bankshrs Inc 0.0%
Value ($000) $60 Shares 1,655 Est. Cost $36.23 Unrealized +2.9%
Morgan Stanley Dep SHS Rep 1/1 000 Non-Cum 0.0%
Value ($000) $60 Shares 5,113 Est. Cost $26.78 Unrealized
PAYX Paychex Inc 0.0%
Value ($000) $60 Shares 532 Est. Cost $110.01 Unrealized +1.9%
CHKP Check PT Software F 0.0%
Value ($000) $59 Shares 530 Est. Cost $130.56 Unrealized -7.3%
RVTY Perkinelmer Inc 0.0%
Value ($000) $59 Shares 493 Est. Cost $176.05 Unrealized -20.6%
ROP Roper Technologies 0.0%
Value ($000) $59 Shares 163 Est. Cost $434.78 Unrealized -8.4%
Westrock Co 0.0%
Value ($000) $58 Shares 1,890 Est. Cost $47.03 Unrealized
IT Gartner Inc 0.0%
Value ($000) $58 Shares 210 Est. Cost $283.43 Unrealized -1.1%
VRTX Vertex Pharmaceutica 0.0%
Value ($000) $58 Shares 200 Est. Cost $237.33 Unrealized +21.2%
DFIV Dimensional International Val ETF 0.0%
Value ($000) $58 Shares 2,248 Est. Cost $33.48 Unrealized
EBF Ennis Inc 0.0%
Value ($000) $58 Shares 2,871 Est. Cost $13.81 Unrealized +15.2%
AFL Aflac Inc 0.0%
Value ($000) $57 Shares 1,013 Est. Cost $57.30 Unrealized -4.8%
FORH Formidable ETF 0.0%
Value ($000) $56 Shares 2,455 Est. Cost $22.98 Unrealized
KMX Carmax Inc 0.0%
Value ($000) $56 Shares 854 Est. Cost $107.40 Unrealized -14.9%
DINO HF Sinclair Corp Com 0.0%
Value ($000) $56 Shares 1,039 Est. Cost $30.32 Unrealized +42.4%
AVA Avista Corp 0.0%
Value ($000) $56 Shares 1,500 Est. Cost $36.52 Unrealized -3.1%
LCNB LCNB Corp 0.0%
Value ($000) $54 Shares 3,400 Est. Cost $15.43 Unrealized -17.1%
PIMCO Corporate Income Opp Fund 0.0%
Value ($000) $53 Shares 4,450 Est. Cost $15.47 Unrealized
SM SM Energy Co 0.0%
Value ($000) $53 Shares 1,400 Est. Cost $33.28 Unrealized +9.2%
PLUG Plug Power Inc 0.0%
Value ($000) $53 Shares 2,500 Est. Cost $23.43 Unrealized +1.8%
SNA Snap On Inc 0.0%
Value ($000) $52 Shares 260 Est. Cost $190.45 Unrealized +3.6%
Checkpoint Therapeutics Inc Com 0.0%
Value ($000) $52 Shares 50,000 Est. Cost $3.11 Unrealized
AIG American Intl Group 0.0%
Value ($000) $51 Shares 1,075 Est. Cost $55.04 Unrealized -11.6%
CEG Constellation Energy Corp Com 0.0%
Value ($000) $50 Shares 607 Est. Cost $47.62 Unrealized +50.7%
E. I. Du Pont 4.5 PFD PFD 0.0%
Value ($000) $50 Shares 492 Est. Cost $98.30 Unrealized
MGK Vanguard Mega Cap Growth ETF 0.0%
Value ($000) $50 Shares 288 Est. Cost $181.69 Unrealized
LIT Global X Lithium Battery Tech ETF 0.0%
Value ($000) $50 Shares 750 Est. Cost $76.98 Unrealized
CACC Credit Accept Corp 0.0%
Value ($000) $49 Shares 113 Est. Cost $544.73 Unrealized -3.1%
IUSB iShares Total Usd Bond Market ETF 0.0%
Value ($000) $49 Shares 1,110 Est. Cost $49.59 Unrealized
FMX Fomento Economico Mexi F Sponsored ADR 0.0%
Value ($000) $49 Shares 785 Est. Cost $82.85 Unrealized
Cushman Wakefield PLC SHS 0.0%
Value ($000) $49 Shares 4,270 Est. Cost $20.51 Unrealized
FDN First Trust Internet Index CF ETF 0.0%
Value ($000) $49 Shares 387 Est. Cost $187.88 Unrealized
BOX Box Inc Class A 0.0%
Value ($000) $49 Shares 2,000 Est. Cost $26.31 Unrealized +4.6%
HYLB Xtrackers Usd High Yield Cor BND ETF 0.0%
Value ($000) $49 Shares 1,482 Est. Cost $37.36 Unrealized
VAC Marriott Vacations 0.0%
Value ($000) $48 Shares 394 Est. Cost $160.86 Unrealized -15.6%
KHC Kraft Heinz Co 0.0%
Value ($000) $48 Shares 1,429 Est. Cost $31.03 Unrealized +1.4%
SNPS Synopsys Inc 0.0%
Value ($000) $47 Shares 155 Est. Cost $311.80 Unrealized +8.6%
BKR Baker Hughes Co. Class A 0.0%
Value ($000) $47 Shares 2,231 Est. Cost $27.68 Unrealized -16.6%
EDVMF Endeavour MNG PLC Ordf Canadian Shares 0.0%
Value ($000) $46 Shares 2,449 Est. Cost $21.05 Unrealized -16.8%
ALB Albemarle Corp 0.0%
Value ($000) $46 Shares 172 Est. Cost $200.76 Unrealized +20.8%
FE Firstenergy Corp 0.0%
Value ($000) $45 Shares 1,221 Est. Cost $36.12 Unrealized -4.8%
MNST Monster Beverage Corpora 0.0%
Value ($000) $45 Shares 514 Est. Cost $42.27 Unrealized +9.0%
FXO First Trust Financials Alphadex ETF 0.0%
Value ($000) $45 Shares 1,210 Est. Cost $45.91 Unrealized
TXRH Texas Roadhouse Class A 0.0%
Value ($000) $44 Shares 500 Est. Cost $79.76 Unrealized +3.2%
New Relic Inc 0.0%
Value ($000) $44 Shares 760 Est. Cost $64.67 Unrealized
MGV Vanguard Mega Cap Value 0.0%
Value ($000) $43 Shares 476 Est. Cost $96.18 Unrealized
Western Ast Infltn Link 0.0%
Value ($000) $43 Shares 4,705 Est. Cost $12.01 Unrealized
NI Nisource Inc 00500 0.0%
Value ($000) $43 Shares 1,694 Est. Cost $25.52 Unrealized +3.2%
CNQ Canadian Natural Res LTD 0.0%
Value ($000) $42 Shares 900 Est. Cost $22.33 Unrealized -0.4%
Templeton Dragon CF 0.0%
Value ($000) $42 Shares 4,550 Est. Cost $13.39 Unrealized
SHM SPDR Nuveen Bloomberg Barclays Short Term Muni Bond ETF 0.0%
Value ($000) $42 Shares 915 Est. Cost $47.33 Unrealized
GOVT iShares US Treasury Bond ETF 0.0%
Value ($000) $42 Shares 1,852 Est. Cost $24.91 Unrealized
EBS Emergent Biosolution 0.0%
Value ($000) $42 Shares 2,000 Est. Cost $44.11 Unrealized -36.9%
BITW Bitwise 10 Crypto Index Fund 0.0%
Value ($000) $42 Shares 4,000 Est. Cost $8.85 Unrealized
ASML Asml Holding NV 0.0%
Value ($000) $42 Shares 100 Est. Cost $667.93 Unrealized
VMware Inc Class A 0.0%
Value ($000) $41 Shares 385 Est. Cost $113.87 Unrealized
PJP Invesco Dynamic Pharmaceuticals ETF 0.0%
Value ($000) $41 Shares 574 Est. Cost $79.58 Unrealized
EMBC Embecta Corp Com 0.0%
Value ($000) $41 Shares 1,415 Est. Cost $25.42 Unrealized +2.9%
EBAY eBay Inc 0.0%
Value ($000) $40 Shares 1,100 Est. Cost $54.03 Unrealized -22.8%
SHOP Shopify Inc F Class A 0.0%
Value ($000) $40 Shares 1,500 Est. Cost $53.41 Unrealized -36.3%
SBGSF Schneider SA Ex Spie Batig SHS 0.0%
Value ($000) $40 Shares 350 Est. Cost $169.88 Unrealized -26.2%
SCHR Schwab Intermediate Term US TRS ETF 0.0%
Value ($000) $40 Shares 814 Est. Cost $53.25 Unrealized
COR Amerisourcebergen Corp 0.0%
Value ($000) $40 Shares 294 Est. Cost $136.88 Unrealized +1.6%
PRF Invesco Exchange (traded FD TR FTSE Rafi 1000) 0.0%
Value ($000) $39 Shares 284 Est. Cost $162.39 Unrealized
GSK Glaxo Wellcome PLC Spon ADR 0.0%
Value ($000) $39 Shares 1,319 Est. Cost $29.80 Unrealized
VYX NCR Corp 0.0%
Value ($000) $39 Shares 2,054 Est. Cost $24.57 Unrealized -25.3%
Beyond Air Inc 0.0%
Value ($000) $39 Shares 5,218 Est. Cost $6.68 Unrealized
WOR Worthington Inds Inc 0.0%
Value ($000) $39 Shares 1,012 Est. Cost $34.54 Unrealized -11.4%
BIV Vanguard Intermediate Term Bond ETF 0.0%
Value ($000) $39 Shares 525 Est. Cost $81.90 Unrealized
RPM RPM Intl Inc 0.0%
Value ($000) $38 Shares 459 Est. Cost $85.82 Unrealized +3.5%
UMBF Umbf Financial Corporation 0.0%
Value ($000) $38 Shares 449 Est. Cost $90.51 Unrealized -0.0%
Tekla HLTHCR Inv 0.0%
Value ($000) $38 Shares 2,199 Est. Cost $20.77 Unrealized
DGX Quest Diagnostic Inc 0.0%
Value ($000) $38 Shares 309 Est. Cost $129.07 Unrealized -4.5%
Lam Research Corp 0.0%
Value ($000) $38 Shares 103 Est. Cost $520.53 Unrealized
USHY iShares Broad Usd HG YLD CRP BND ETF 0.0%
Value ($000) $37 Shares 1,113 Est. Cost $38.86 Unrealized
BIIB Biogen Inc 0.0%
Value ($000) $37 Shares 140 Est. Cost $217.46 Unrealized -2.3%
RIVN Rivian Automotive Inc Class A 0.0%
Value ($000) $37 Shares 1,120 Est. Cost $44.28 Unrealized -23.0%
RF Regions Financial 0.0%
Value ($000) $36 Shares 1,795 Est. Cost $19.77 Unrealized -8.2%
PCTY Paylocity HLDG Corp 0.0%
Value ($000) $36 Shares 150 Est. Cost $200.81 Unrealized +14.4%
FUL Fuller Co H B 0050 0.0%
Value ($000) $36 Shares 600 Est. Cost $66.88 Unrealized -9.0%
JBTM John Bean Techs Corp 0.0%
Value ($000) $36 Shares 419 Est. Cost $125.90 Unrealized -16.7%
PowerShares S&P 500 Equal Weight ETF 0.0%
Value ($000) $35 Shares 278 Est. Cost $134.23 Unrealized
CNC Centene Corp 0.0%
Value ($000) $35 Shares 452 Est. Cost $82.02 Unrealized +9.0%
BE Bloom Energy Corp A 0.0%
Value ($000) $35 Shares 1,750 Est. Cost $19.54 Unrealized +15.3%
Liberty Media Corp Series A Liberty Braves 0.0%
Value ($000) $34 Shares 1,225 Est. Cost $28.15 Unrealized
Anworth Mortga 6.25 PFD Conv Ser B 0.0%
Value ($000) $34 Shares 1,800 Est. Cost $23.04 Unrealized
RSG Republic Services 0.0%
Value ($000) $34 Shares 251 Est. Cost $121.09 Unrealized +10.5%
AZN Astrazeneca PLC F Sponsored ADR 0.0%
Value ($000) $34 Shares 623 Est. Cost $66.34 Unrealized
WSM Williams Sonoma 0.0%
Value ($000) $34 Shares 289 Est. Cost $69.40 Unrealized -4.2%
Cohen & Steers Quality Income RLTY FD Inc Com 0.0%
Value ($000) $34 Shares 3,000 Est. Cost $16.73 Unrealized
STIP iShares 0-5 YR TIPS Bond ETF 0.0%
Value ($000) $34 Shares 350 Est. Cost $104.94 Unrealized
TCW Strategic Income CF 0.0%
Value ($000) $33 Shares 7,000 Est. Cost $5.21 Unrealized
PWZ Invesco California Amt-Free Municipal Bond 0.0%
Value ($000) $33 Shares 1,430 Est. Cost $25.80 Unrealized
MRNA Moderna Inc 0.0%
Value ($000) $33 Shares 280 Est. Cost $167.17 Unrealized -9.2%
LKNCY Luckin Coffee Inc F Unsponsored ADR 0.0%
Value ($000) $33 Shares 2,000 Est. Cost $9.16 Unrealized
XLU Select Sector Uti Select SPDR ETF 0.0%
Value ($000) $33 Shares 500 Est. Cost $74.46 Unrealized
IJT iShares S&P Small-Cap 600 Growth ETF 0.0%
Value ($000) $33 Shares 320 Est. Cost $125.10 Unrealized
IDU iShares U.S. Utilities ETF 0.0%
Value ($000) $32 Shares 400 Est. Cost $85.60 Unrealized
MET Metlife Inc 0.0%
Value ($000) $32 Shares 532 Est. Cost $59.90 Unrealized -3.8%
PNW Pinnacle West Cap 0.0%
Value ($000) $32 Shares 500 Est. Cost $60.39 Unrealized +5.4%
GNTX Gentex Corp 0.0%
Value ($000) $32 Shares 1,350 Est. Cost $31.10 Unrealized -11.7%
WEN Wendy's Company 0.0%
Value ($000) $32 Shares 1,700 Est. Cost $22.53 Unrealized -10.7%
MPT Medical Properties REIT 0.0%
Value ($000) $32 Shares 2,600 Est. Cost $21.43 Unrealized
ING ING Groep ADR Rep 1 Or F Sponsored ADR 0.0%
Value ($000) $31 Shares 3,656 Est. Cost $10.43 Unrealized
Nordstrom Inc 0.0%
Value ($000) $31 Shares 1,850 Est. Cost $23.17 Unrealized
EWG iShares MSCI Germany Index 0.0%
Value ($000) $31 Shares 1,565 Est. Cost $28.39 Unrealized
CVE Cenovus Energy Inc F 0.0%
Value ($000) $31 Shares 2,000 Est. Cost $13.81 Unrealized +17.8%
APPN Appian Corp 00500 Class A 0.0%
Value ($000) $31 Shares 750 Est. Cost $56.73 Unrealized -14.5%
NFLX Netflix Inc 0.0%
Value ($000) $31 Shares 130 Est. Cost $35.50 Unrealized -37.4%
HDV iShares Core High Dividend ETF 0.0%
Value ($000) $30 Shares 325 Est. Cost $106.89 Unrealized
IFF International Flavors & Fragrance 0.0%
Value ($000) $30 Shares 323 Est. Cost $118.86 Unrealized -12.6%
FXH First Trust Health Care Alphadex ETF 0.0%
Value ($000) $29 Shares 300 Est. Cost $114.66 Unrealized
ALC Alcon Inc F 0.0%
Value ($000) $29 Shares 501 Est. Cost $74.74 Unrealized -8.1%
Hawaiian Holdings 0.0%
Value ($000) $29 Shares 2,200 Est. Cost $19.70 Unrealized
PLXS Plexus Corp 0.0%
Value ($000) $29 Shares 330 Est. Cost $83.25 Unrealized +7.1%
XMVFX BlackRock Munivest CF 0.0%
Value ($000) $29 Shares 4,303 Est. Cost $8.19 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $28 Shares 758 Est. Cost $36.83 Unrealized +6.0%
PKG Packaging Corp Of Am 0.0%
Value ($000) $28 Shares 250 Est. Cost $129.65 Unrealized -6.1%
GRMN Garmin LTD 0.0%
Value ($000) $28 Shares 350 Est. Cost $110.13 Unrealized -20.4%
ESML iShares Esg Aware MSCI USA Small Cap ETF 0.0%
Value ($000) $28 Shares 915 Est. Cost $38.04 Unrealized
FRT Federal Realty Invt TR REIT 0.0%
Value ($000) $27 Shares 300 Est. Cost $103.82 Unrealized -15.8%
RY Royal Bank Of Canada F 0.0%
Value ($000) $27 Shares 300 Est. Cost $112.12 Unrealized -14.5%
HUM Humana Inc 0.0%
Value ($000) $27 Shares 55 Est. Cost $405.56 Unrealized +15.7%
CRBN iShares TR MSCI Acwi Low Carbon Target ETF 0.0%
Value ($000) $27 Shares 210 Est. Cost $163.27 Unrealized
Atlantica Sustainable Infrastructure 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $35.07 Unrealized
Cincor Pharma Inc 0.0%
Value ($000) $26 Shares 800 Est. Cost $32.82 Unrealized
DOCU Docusign Inc Com 0.0%
Value ($000) $26 Shares 490 Est. Cost $104.49 Unrealized -40.0%
DRSK Aptus Defined Risk ETF 0.0%
Value ($000) $26 Shares 1,030 Est. Cost $25.39 Unrealized
DG Dollar General Corp 0.0%
Value ($000) $26 Shares 109 Est. Cost $213.12 Unrealized +8.9%
CAG Conagra Brands Inc 0.0%
Value ($000) $26 Shares 800 Est. Cost $28.33 Unrealized +2.6%
EMN Eastman Chemical Co 0.0%
Value ($000) $26 Shares 360 Est. Cost $100.97 Unrealized -22.1%
BIDU Baidu Com Inc F Sponsored ADR 0.0%
Value ($000) $26 Shares 218 Est. Cost $132.30 Unrealized
XJH Ishs Esg Screen S And P Mid Cap ETF 0.0%
Value ($000) $25 Shares 850 Est. Cost $36.57 Unrealized
WYY Widepoint Corp 0.0%
Value ($000) $25 Shares 11,825 Est. Cost $4.06 Unrealized -39.2%
Duke Realty Corp REIT 0.0%
Value ($000) $25 Shares 522 Est. Cost $58.06 Unrealized
TDC Teradata Corp 0.0%
Value ($000) $25 Shares 800 Est. Cost $45.85 Unrealized -23.8%
EA Electronic Arts Inc 0.0%
Value ($000) $24 Shares 210 Est. Cost $127.37 Unrealized -2.5%
Repare Therapeutics In F 0.0%
Value ($000) $24 Shares 2,000 Est. Cost $13.99 Unrealized
FTSL First Trust Senior Loan ETF 0.0%
Value ($000) $24 Shares 545 Est. Cost $44.10 Unrealized
TAN Invesco Solar ETF 0.0%
Value ($000) $24 Shares 325 Est. Cost $75.46 Unrealized
BlackRock Limited Durati 0.0%
Value ($000) $23 Shares 1,900 Est. Cost $14.34 Unrealized
Nuveen PFD & Incm Securties FD 0.0%
Value ($000) $23 Shares 3,458 Est. Cost $8.45 Unrealized
IUSV iShares Core (S&P US Value Etf) 0.0%
Value ($000) $23 Shares 365 Est. Cost $75.87 Unrealized
IJK iShares S&P Midcap 400 Growth ETF 0.0%
Value ($000) $23 Shares 362 Est. Cost $77.27 Unrealized
MUNI PIMCO Intrmediate Muni Bond Actv ETF 0.0%
Value ($000) $23 Shares 450 Est. Cost $53.00 Unrealized
PRK Park NTNL Corp 0.0%
Value ($000) $22 Shares 180 Est. Cost $134.70 Unrealized -3.9%
Activision Blizzard 0.0%
Value ($000) $22 Shares 300 Est. Cost $74.34 Unrealized
MKTX Marketaxess HLDGS Inc Com 0.0%
Value ($000) $22 Shares 100 Est. Cost $327.79 Unrealized -25.3%
HAL Halliburton Co HLDG 0.0%
Value ($000) $22 Shares 900 Est. Cost $29.85 Unrealized -11.1%
HUBS Hubspot Inc 0.0%
Value ($000) $22 Shares 80 Est. Cost $484.47 Unrealized -34.4%
FIW First Trust Ise Water Index ETF 0.0%
Value ($000) $22 Shares 300 Est. Cost $84.29 Unrealized
Viacomcbs Inc CL B 0.0%
Value ($000) $21 Shares 1,114 Est. Cost $38.05 Unrealized
MIDD Middleby Corp The 0.0%
Value ($000) $21 Shares 167 Est. Cost $181.61 Unrealized -22.7%
Citigroup Inc 6.875 PFD 0.0%
Value ($000) $21 Shares 835 Est. Cost $26.35 Unrealized
XBKNX BlackRock Investment QLT 0.0%
Value ($000) $21 Shares 1,700 Est. Cost $14.45 Unrealized
KEY Keycorp Inc 0.0%
Value ($000) $21 Shares 1,333 Est. Cost $20.30 Unrealized -26.7%
WH Wyndham Hotels & Resorts Inc 0.0%
Value ($000) $21 Shares 347 Est. Cost $85.15 Unrealized -21.4%
DMRR Dayton & Mich RR Co Com 0.0%
Value ($000) $21 Shares 608 Est. Cost $26.64 Unrealized +5.9%
Sila Realty Trust Inc CL Ass A 0.0%
Value ($000) $21 Shares 2,575 Est. Cost $8.20 Unrealized
IGM iShares Expanded Tech Sector ETF 0.0%
Value ($000) $21 Shares 75 Est. Cost $388.63 Unrealized
CURE DRXN Daily Healthcre Bull 3X SHS ETF 0.0%
Value ($000) $21 Shares 245 Est. Cost $130.47 Unrealized
SNY Sanofi S A F Sponsored ADR 0.0%
Value ($000) $21 Shares 540 Est. Cost $50.94 Unrealized
DLR Digital Realty Trust REIT 0.0%
Value ($000) $21 Shares 207 Est. Cost $125.20 Unrealized -13.3%
VGSH Vanguard Short Term Treasury ETF 0.0%
Value ($000) $21 Shares 355 Est. Cost $58.82 Unrealized
VRSK Verisk Analytics Inc Class A 0.0%
Value ($000) $20 Shares 120 Est. Cost $189.67 Unrealized -3.6%
WTKWY Wolters Kluwers Spon 0.0%
Value ($000) $20 Shares 207 Est. Cost $96.77 Unrealized
Liberty Media Corp Series C Liberty Media 0.0%
Value ($000) $20 Shares 343 Est. Cost $68.27 Unrealized
ALNY Alnylam Pharmaceuticals Inc 0.0%
Value ($000) $20 Shares 100 Est. Cost $190.74 Unrealized 0.0%
RBC RBC Bearings Inc Com 0.0%
Value ($000) $20 Shares 96 Est. Cost $177.51 Unrealized +29.7%
MDB Mongodb Inc 0.0%
Value ($000) $20 Shares 100 Est. Cost $374.33 Unrealized -22.0%
Aegon N V F Sponsored ADR 0.0%
Value ($000) $20 Shares 5,000 Est. Cost $5.29 Unrealized
ORANY Orange Sponsored ADR 0.0%
Value ($000) $20 Shares 2,185 Est. Cost $11.82 Unrealized
MTZ Mastec Inc 0.0%
Value ($000) $19 Shares 305 Est. Cost $87.37 Unrealized -11.4%
PPA Invesco Aerospace & Defense ETF 0.0%
Value ($000) $19 Shares 300 Est. Cost $78.32 Unrealized
PGR Progressive Co Ohio 0.0%
Value ($000) $19 Shares 166 Est. Cost $100.82 Unrealized +8.9%
SLYV SPDR S&P 600 Small Cap Value ETF 0.0%
Value ($000) $19 Shares 286 Est. Cost $83.33 Unrealized
The Allstate C 5.1 PFD PFD Ser H 0.0%
Value ($000) $19 Shares 900 Est. Cost $25.16 Unrealized
LTRE Learning Tree Intl 0.0%
Value ($000) $19 Shares 15,340 Est. Cost $1.12 Unrealized +11.2%
BSX Boston Scientific Co 0.0%
Value ($000) $19 Shares 490 Est. Cost $42.28 Unrealized -5.1%
MLKN Miller Herman Inc 0.0%
Value ($000) $19 Shares 1,200 Est. Cost $32.30 Unrealized -24.6%
WHWK AADI Bioscience Inc 0.0%
Value ($000) $19 Shares 1,333 Est. Cost $13.14 Unrealized 0.0%
HP Helmerich & Payne 0.0%
Value ($000) $19 Shares 504 Est. Cost $34.45 Unrealized +22.1%
SPG Simon PPTY Group REIT 0.0%
Value ($000) $19 Shares 207 Est. Cost $110.95 Unrealized -23.8%
TDG Transdigm Group Inc 0.0%
Value ($000) $18 Shares 35 Est. Cost $490.58 Unrealized +2.5%
EMB iShares JPMorgan Usd MTS Bond ETF 0.0%
Value ($000) $18 Shares 230 Est. Cost $91.55 Unrealized
IAT iShares US Regional Banks ETF IV 0.0%
Value ($000) $18 Shares 380 Est. Cost $58.92 Unrealized
CRWD Crowdstrike HLDGS Inc 0.0%
Value ($000) $18 Shares 110 Est. Cost $186.36 Unrealized -1.8%
ACTG Acacia Research Corp 0.0%
Value ($000) $18 Shares 4,435 Est. Cost $4.62 Unrealized 0.0%
LTC LTC Properties, Inc. REIT 0.0%
Value ($000) $18 Shares 470 Est. Cost $38.47 Unrealized
TER Teradyne Inc 0.0%
Value ($000) $17 Shares 229 Est. Cost $102.39 Unrealized -12.3%
SMG Scotts Miracle Gro Co 0.0%
Value ($000) $17 Shares 400 Est. Cost $114.51 Unrealized -46.3%
Lithium Americas Corp F 0.0%
Value ($000) $17 Shares 650 Est. Cost $26.23 Unrealized
WHR Whirlpool Corp 0.0%
Value ($000) $17 Shares 126 Est. Cost $202.68 Unrealized -21.5%
Hanesbrands Inc 0.0%
Value ($000) $17 Shares 2,434 Est. Cost $14.89 Unrealized
GDX Market Vectors Gold Miner ETF (GDX Etus) 0.0%
Value ($000) $17 Shares 700 Est. Cost $38.35 Unrealized
SIEGY Siemens A G F Sponsored ADR 0.0%
Value ($000) $17 Shares 343 Est. Cost $69.14 Unrealized
IDRV iShares Self Driving Ev And Tech ETF 0.0%
Value ($000) $17 Shares 500 Est. Cost $46.42 Unrealized
Sirius XM HLDGS Inc 0.0%
Value ($000) $17 Shares 2,892 Est. Cost $6.62 Unrealized
HLI Houlihan Lokey Inc Class A 0.0%
Value ($000) $16 Shares 217 Est. Cost $78.20 Unrealized -2.5%
SPMD SPDR Mid Cap ETF 0.0%
Value ($000) $16 Shares 424 Est. Cost $39.69 Unrealized
Arista Networks Inc 0.0%
Value ($000) $16 Shares 144 Est. Cost $138.98 Unrealized
Putnam Premier Income TR 0.0%
Value ($000) $16 Shares 4,500 Est. Cost $4.02 Unrealized
FBCG Fidelity Blue Chip (growth Etf) 0.0%
Value ($000) $16 Shares 753 Est. Cost $30.24 Unrealized
Dayton & Mich RR Co PFD 8 0.0%
Value ($000) $16 Shares 357 Est. Cost $45.00 Unrealized
DON Wisdomtree US Midcap Dividend ETF 0.0%
Value ($000) $16 Shares 425 Est. Cost $44.42 Unrealized
FRME First Merchants Corp 0.0%
Value ($000) $16 Shares 411 Est. Cost $34.25 Unrealized +1.6%
AVNS Avanos Medical Inc 0.0%
Value ($000) $16 Shares 727 Est. Cost $32.21 Unrealized -18.9%
NUE Nucor Corp 0.0%
Value ($000) $16 Shares 147 Est. Cost $116.41 Unrealized +2.3%
KRE SPDR S&P Regional Banking ETF 0.0%
Value ($000) $16 Shares 265 Est. Cost $58.09 Unrealized
Nuveen California Munici 0.0%
Value ($000) $16 Shares 1,884 Est. Cost $9.18 Unrealized
BHP BHP Group LTD F Sponsored ADR 0.0%
Value ($000) $16 Shares 310 Est. Cost $77.25 Unrealized
Nuveen Amt Free Quality 0.0%
Value ($000) $16 Shares 1,456 Est. Cost $13.20 Unrealized
DAL Delta Air Lines Inc Del 0.0%
Value ($000) $15 Shares 548 Est. Cost $37.88 Unrealized -18.4%
Bank Of America 6.45PFD Due 12/15/66 0.0%
Value ($000) $15 Shares 613 Est. Cost $26.15 Unrealized
SPEM SPDR Index Shares Emerg Markt ETF 0.0%
Value ($000) $15 Shares 493 Est. Cost $31.04 Unrealized
UNM Unum Group 0.0%
Value ($000) $15 Shares 392 Est. Cost $27.94 Unrealized +30.9%
BlackRock Muniyield Qual 0.0%
Value ($000) $15 Shares 1,444 Est. Cost $12.60 Unrealized
NSRGF Nestle SA Ordf 0.0%
Value ($000) $15 Shares 138 Est. Cost $114.68 Unrealized -7.3%
SPIB SPDR Intrmdt TRM Crprate BND ETF 0.0%
Value ($000) $15 Shares 474 Est. Cost $33.05 Unrealized
DOC Healthpeak PPTYS Inc REIT 0.0%
Value ($000) $15 Shares 645 Est. Cost $24.49 Unrealized -11.8%
Zuora Inc Class A 0.0%
Value ($000) $15 Shares 2,000 Est. Cost $14.98 Unrealized
Morgan Stanle 5.85 PFD PFD Ser K 0.0%
Value ($000) $15 Shares 600 Est. Cost $26.52 Unrealized
Terminix Global 0.0%
Value ($000) $15 Shares 382 Est. Cost $40.65 Unrealized
LSTR Landstar System Inc 0.0%
Value ($000) $15 Shares 101 Est. Cost $145.42 Unrealized
TSQ Townsquare Media Inc 0.0%
Value ($000) $15 Shares 2,000 Est. Cost $12.23 Unrealized -30.6%
Abiomed Inc 0.0%
Value ($000) $14 Shares 59 Est. Cost $331.24 Unrealized
MRCC Monroe Capital Corp 0.0%
Value ($000) $14 Shares 2,000 Est. Cost $6.66 Unrealized -15.5%
GGG Graco Inc 0.0%
Value ($000) $14 Shares 241 Est. Cost $59.89 Unrealized +2.4%
LNT Alliant Energy Corp 0.0%
Value ($000) $14 Shares 272 Est. Cost $52.37 Unrealized +2.9%
CPRT Copart Inc 0.0%
Value ($000) $14 Shares 134 Est. Cost $28.47 Unrealized +4.6%
SRE Sempra Energy 0.0%
Value ($000) $14 Shares 94 Est. Cost $63.43 Unrealized +14.3%
Market Vectors Agribusiness ETF 0.0%
Value ($000) $14 Shares 176 Est. Cost $86.48 Unrealized
SBGSY Schneider Electric SA F Sponsored ADR 0.0%
Value ($000) $14 Shares 625 Est. Cost $33.78 Unrealized
SPT Sprout Social Inc Class A 0.0%
Value ($000) $14 Shares 231 Est. Cost $66.71 Unrealized -9.9%
BlackRock Corporate High 0.0%
Value ($000) $14 Shares 1,600 Est. Cost $10.77 Unrealized
REZI Resideo Technologies Inc 0.0%
Value ($000) $14 Shares 716 Est. Cost $21.68 Unrealized -2.2%
FTCS First Trust Capital Strength ETF 0.0%
Value ($000) $13 Shares 202 Est. Cost $78.20 Unrealized
ATEN A10 Networks Inc 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $13.21 Unrealized +1.9%
HURN Huron Consulting GRP 0.0%
Value ($000) $13 Shares 200 Est. Cost $46.12 Unrealized +43.9%
Vaneck ETF Trust Vaneck Rare E Arth/Strategic 0.0%
Value ($000) $13 Shares 159 Est. Cost $86.80 Unrealized
MFS Charter Income CF 0.0%
Value ($000) $13 Shares 2,225 Est. Cost $7.34 Unrealized
Twitter Inc 0.0%
Value ($000) $13 Shares 300 Est. Cost $38.69 Unrealized
FRCB First Republic Bank San 0.0%
Value ($000) $13 Shares 100 Est. Cost $169.57 Unrealized -9.8%
RHHBY Roche HLDG AG F Sponsored ADR 0.0%
Value ($000) $13 Shares 321 Est. Cost $46.78 Unrealized
IR Ingersoll Rand Inc 0.0%
Value ($000) $13 Shares 300 Est. Cost $51.19 Unrealized -8.3%
RLI Rli Corp 0.0%
Value ($000) $13 Shares 126 Est. Cost $49.13 Unrealized -2.3%
ESGU iShares Esg Aware MSCI USA ETF 0.0%
Value ($000) $13 Shares 162 Est. Cost $101.35 Unrealized
AZO Autozone Inc 0.0%
Value ($000) $13 Shares 6 Est. Cost $2056.62 Unrealized +5.9%
WMB Williams Companies 0.0%
Value ($000) $13 Shares 448 Est. Cost $25.54 Unrealized +9.2%
RMBS Rambus Inc Del Com 0.0%
Value ($000) $13 Shares 500 Est. Cost $27.68 Unrealized -9.7%
AZTA Brooks Automation Inc New Com 0.0%
Value ($000) $13 Shares 296 Est. Cost $74.74 Unrealized -20.1%
Western Asset Municipal Parnters FD Inc 0.0%
Value ($000) $13 Shares 1,120 Est. Cost $13.52 Unrealized
XLRE Select Sector SPDR TR Real Estate Select Sector SPDR FD 0.0%
Value ($000) $12 Shares 345 Est. Cost $48.32 Unrealized
FIZZ Natl Beverage Corp 0.0%
Value ($000) $12 Shares 320 Est. Cost $43.53 Unrealized +7.2%
PHG Koninklijke Philips 0.0%
Value ($000) $12 Shares 796 Est. Cost $28.78 Unrealized
PBA Pembina Pipeline Corp Com 0.0%
Value ($000) $12 Shares 400 Est. Cost $27.96 Unrealized +8.4%
KTOS Kratos Def & Sec Sol 0.0%
Value ($000) $12 Shares 1,200 Est. Cost $18.25 Unrealized -26.6%
PIPR Piper Sandler Companies 0.0%
Value ($000) $12 Shares 115 Est. Cost $147.34 Unrealized -21.0%
PPL PPL Corp 0.0%
Value ($000) $12 Shares 469 Est. Cost $24.69 Unrealized +3.2%
Streamline Health Soluti 0.0%
Value ($000) $12 Shares 10,000 Est. Cost $1.60 Unrealized
HLN Haleon PLC F Sponsored ADR 0.0%
Value ($000) $12 Shares 1,949 Est. Cost $6.09 Unrealized
TNL Travel Plus Leisure Co 0.0%
Value ($000) $12 Shares 347 Est. Cost $46.92 Unrealized -22.2%
XMVTX BlackRock Munivest II CF 0.0%
Value ($000) $12 Shares 1,167 Est. Cost $12.97 Unrealized
MEDP Medpace Holdings Inc 0.0%
Value ($000) $12 Shares 75 Est. Cost $164.88 Unrealized -3.2%
TXT Textron Inc 0.0%
Value ($000) $12 Shares 200 Est. Cost $71.91 Unrealized -12.1%
SPTM SPDR Portfolio Total Stock Market ETF 0.0%
Value ($000) $12 Shares 262 Est. Cost $55.58 Unrealized
SITE Siteone Landscape Supply Inc Com 0.0%
Value ($000) $11 Shares 110 Est. Cost $134.18 Unrealized -6.7%
QCLN First TST Nasdaq Clean Ed Id ETF 0.0%
Value ($000) $11 Shares 200 Est. Cost $64.62 Unrealized
EVRG Evergy Inc 0.0%
Value ($000) $11 Shares 189 Est. Cost $54.85 Unrealized +6.3%
NTLA Intellia Therapeutic 0.0%
Value ($000) $11 Shares 200 Est. Cost $84.72 Unrealized -26.8%
ALKS Alkermes PLC SHS 0.0%
Value ($000) $11 Shares 500 Est. Cost $24.77 Unrealized +5.0%
CPB Campbell Soup Co 0.0%
Value ($000) $11 Shares 236 Est. Cost $39.34 Unrealized +11.1%
iShares Ibonds Dec 2023 Term ETF 0.0%
Value ($000) $11 Shares 444 Est. Cost $25.28 Unrealized
DBEF Deutsche X-Trackers MSCI EAFE Hedged Equity 0.0%
Value ($000) $11 Shares 329 Est. Cost $37.71 Unrealized
Nuveen Pa Quality Municipal Income Fund 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $13.55 Unrealized
IUSG iShares Core (S&P US Growth Etf) 0.0%
Value ($000) $11 Shares 137 Est. Cost $105.66 Unrealized
Stericycle Inc 0.0%
Value ($000) $11 Shares 260 Est. Cost $58.92 Unrealized
PRI Primerica, Inc. 0.0%
Value ($000) $11 Shares 88 Est. Cost $125.77 Unrealized +0.8%
TT Trane Technologies PLC F 0.0%
Value ($000) $11 Shares 74 Est. Cost $132.26 Unrealized +8.6%
DELL Dell Technologies 0.0%
Value ($000) $11 Shares 310 Est. Cost $51.17 Unrealized -23.6%
DGRW Wisdomtree US Quality Dividend Growth ETF 0.0%
Value ($000) $10 Shares 194 Est. Cost $63.67 Unrealized
WYNN WYNN Resorts 0.0%
Value ($000) $10 Shares 165 Est. Cost $79.96 Unrealized -24.3%
CGNX Cognex Corp 0.0%
Value ($000) $10 Shares 250 Est. Cost $66.61 Unrealized -33.7%
Wesco Inter 10.625 PFD PFD Ser A 0.0%
Value ($000) $10 Shares 381 Est. Cost $29.43 Unrealized
Citigroup In 7.125 PFD PFD 0.0%
Value ($000) $10 Shares 400 Est. Cost $26.37 Unrealized
WDFC WD 40 Co Com 0.0%
Value ($000) $10 Shares 57 Est. Cost $175.17 Unrealized +0.5%
Public Storage PFD SHS Ser Q 0.0%
Value ($000) $10 Shares 600 Est. Cost $20.35 Unrealized
NNOMF Nano One Materials Corp F 0.0%
Value ($000) $10 Shares 5,000 Est. Cost $2.26 Unrealized 0.0%
Gores HLDGS VIII Inc Class A 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $9.95 Unrealized
MGEE Mge Energy Inc 0.0%
Value ($000) $10 Shares 150 Est. Cost $69.83 Unrealized +4.1%
BC Brunswick Corp 0.0%
Value ($000) $10 Shares 150 Est. Cost $84.69 Unrealized -17.9%
HEI/A Heico Corp New Class A 0.0%
Value ($000) $10 Shares 85 Est. Cost $114.48 Unrealized +4.8%
BlackRock Credit All Inc TR IV 0.0%
Value ($000) $10 Shares 1,019 Est. Cost $12.56 Unrealized
Dish Network Corp Class A 0.0%
Value ($000) $10 Shares 701 Est. Cost $31.65 Unrealized
DBC Invesco DB Commodity Index Tracking 0.0%
Value ($000) $10 Shares 400 Est. Cost $23.91 Unrealized
COHR Coherent Corp Com 0.0%
Value ($000) $10 Shares 273 Est. Cost $47.89 Unrealized 0.0%
SPTS SPDR Short Term Treasury ETF 0.0%
Value ($000) $9 Shares 325 Est. Cost $29.65 Unrealized
ICFI I C F Interntnl 0.0%
Value ($000) $9 Shares 86 Est. Cost $97.07 Unrealized +3.6%
JKHY Henry Jack & Assoc 0.0%
Value ($000) $9 Shares 51 Est. Cost $178.77 Unrealized +5.0%
EHC Encompass Health Corp 0.0%
Value ($000) $9 Shares 204 Est. Cost $50.23 Unrealized -3.3%
NEM Newmont Corp 0.0%
Value ($000) $9 Shares 220 Est. Cost $60.59 Unrealized -30.4%
GBTC Grayscale Bitcoin TR BTC 0.0%
Value ($000) $9 Shares 795 Est. Cost $30.54 Unrealized
JLL Jones Lang Lasalle 0.0%
Value ($000) $9 Shares 60 Est. Cost $243.69 Unrealized -28.5%
OXY Occidental Petrol Co 0.0%
Value ($000) $9 Shares 145 Est. Cost $46.62 Unrealized +30.2%
ILCB iShares Morningstar Large Cap ETF 0.0%
Value ($000) $9 Shares 180 Est. Cost $62.85 Unrealized
CECO Ceco Environmental 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $5.84 Unrealized +46.7%
UBCP United Bancorp Of Oh 0.0%
Value ($000) $9 Shares 546 Est. Cost $17.24 Unrealized -9.3%
FVD First Trust Value Line Dividend ETF 0.0%
Value ($000) $9 Shares 244 Est. Cost $42.30 Unrealized
ABNB Airbnb Inc Class A 0.0%
Value ($000) $9 Shares 83 Est. Cost $149.03 Unrealized -25.6%
HST Host Hotels & Resort 0.0%
Value ($000) $9 Shares 543 Est. Cost $14.92 Unrealized -2.9%
Goldman Sachs Group 6.5 PFD Due 11/1/61 0.0%
Value ($000) $9 Shares 1,375 Est. Cost $25.47 Unrealized
TSM Taiwan Semiconductr F Sponsored ADR 0.0%
Value ($000) $9 Shares 125 Est. Cost $101.90 Unrealized
PRFZ PowerShares ETF Trust FTSE Us1500 SM (PRFZ Etus) 0.0%
Value ($000) $9 Shares 59 Est. Cost $145.71 Unrealized
BAB Invesco Taxable Municipal Bond ETF 0.0%
Value ($000) $9 Shares 333 Est. Cost $29.67 Unrealized
Advent Convertible & Income FD 0.0%
Value ($000) $9 Shares 800 Est. Cost $15.66 Unrealized
Te Connectivity LTD F 0.0%
Value ($000) $8 Shares 75 Est. Cost $120.79 Unrealized
H Hyatt Hotels Class A 0.0%
Value ($000) $8 Shares 100 Est. Cost $92.73 Unrealized -9.4%
Liberty Media Corp Series A Liberty Media 0.0%
Value ($000) $8 Shares 153 Est. Cost $63.13 Unrealized
Bank Of Amer 5.375 PFD PFD Ser KK 0.0%
Value ($000) $8 Shares 368 Est. Cost $22.93 Unrealized
TWLO Twilio Inc Class A 0.0%
Value ($000) $8 Shares 115 Est. Cost $151.64 Unrealized -47.3%
CHTH CNL Healthcare Properties Inc 0.0%
Value ($000) $8 Shares 1,062 Est. Cost $7.37 Unrealized
Apartment Income REIT Co 0.0%
Value ($000) $8 Shares 200 Est. Cost $41.60 Unrealized
BASFY Basf Se Spon ADR 0.0%
Value ($000) $8 Shares 793 Est. Cost $14.37 Unrealized
KD KYNDRYL HLDGS Inc Com 0.0%
Value ($000) $8 Shares 923 Est. Cost $15.05 Unrealized -30.9%
RCL Royal Caribbean Group F 0.0%
Value ($000) $8 Shares 200 Est. Cost $69.26 Unrealized -42.5%
FFIN 1ST Finl Banksh 0.0%
Value ($000) $8 Shares 180 Est. Cost $37.79 Unrealized +5.5%
MOS The Mosaic Co 0.0%
Value ($000) $8 Shares 156 Est. Cost $45.45 Unrealized +3.8%
Vornado Realty 5.4 PFD PFD Ser L 0.0%
Value ($000) $8 Shares 400 Est. Cost $23.86 Unrealized
CURLF Curaleaf Holdings Inc 0.0%
Value ($000) $7 Shares 1,500 Est. Cost $7.37 Unrealized -22.4%
FNDE Schwab Funda Emg MKTS Large Com ETF 0.0%
Value ($000) $7 Shares 316 Est. Cost $25.62 Unrealized
STLA Stellantis N V F 0.0%
Value ($000) $7 Shares 625 Est. Cost $11.84 Unrealized
Hillenbrand Inc 0.0%
Value ($000) $7 Shares 200 Est. Cost $40.96 Unrealized
PUBGY Publicis S A New F Sponsored ADR 0.0%
Value ($000) $7 Shares 619 Est. Cost $15.25 Unrealized
KN Knowles Corp 0.0%
Value ($000) $7 Shares 600 Est. Cost $21.88 Unrealized -26.8%
LILAK Liberty Latin Amer F Class C 0.0%
Value ($000) $7 Shares 1,174 Est. Cost $7.08 Unrealized 0.0%
PSCT Invesco S&P Smallcap Information Technology 0.0%
Value ($000) $7 Shares 65 Est. Cost $139.37 Unrealized
GPDNF Danone Ordf 0.0%
Value ($000) $7 Shares 150 Est. Cost $60.81 Unrealized -14.0%
GlaxoSmithKline PLC F Sponsored ADR 0.0%
Value ($000) $7 Shares 240 Est. Cost $44.13 Unrealized
CWI SPDR MSCI Acwi Ex-US ETF 0.0%
Value ($000) $7 Shares 331 Est. Cost $27.52 Unrealized
Lucid Group Inc 0.0%
Value ($000) $7 Shares 500 Est. Cost $17.16 Unrealized
WPM Wheaton Precious 0.0%
Value ($000) $7 Shares 215 Est. Cost $41.64 Unrealized -23.8%
BMI Badger Meter Inc 0.0%
Value ($000) $7 Shares 75 Est. Cost $80.46 Unrealized +12.6%
MGM MGM Resorts Intl 0.0%
Value ($000) $7 Shares 231 Est. Cost $42.99 Unrealized -24.4%
TRU Transunion 0.0%
Value ($000) $7 Shares 115 Est. Cost $84.35 Unrealized -10.6%
FELE Franklin Electric Co 0.0%
Value ($000) $7 Shares 82 Est. Cost $71.34 Unrealized +15.1%
Nuveen Quality Municipal 0.0%
Value ($000) $7 Shares 600 Est. Cost $13.42 Unrealized
HSBC HSBC HLDGS PLC F Sponsored ADR 0.0%
Value ($000) $7 Shares 254 Est. Cost $35.12 Unrealized
SFFYF Signify NV Ordf 0.0%
Value ($000) $7 Shares 250 Est. Cost $38.95 Unrealized -34.6%
MTD Mettler Toledo International 0.0%
Value ($000) $7 Shares 6 Est. Cost $1256.37 Unrealized -1.1%
IFRA iShares U.S. Infrastructure ETF 0.0%
Value ($000) $6 Shares 200 Est. Cost $38.95 Unrealized
SEIC S E I Investments Co 0.0%
Value ($000) $6 Shares 131 Est. Cost $56.38 Unrealized -7.5%
Wisdomtree US Esg ETF 0.0%
Value ($000) $6 Shares 165 Est. Cost $48.28 Unrealized
Etfmg Alternative Harvest ETF 0.0%
Value ($000) $6 Shares 1,368 Est. Cost $8.03 Unrealized
Forward Air Corp 0.0%
Value ($000) $6 Shares 69 Est. Cost $91.96 Unrealized
Foot Locker Inc Com 0.0%
Value ($000) $6 Shares 200 Est. Cost $29.66 Unrealized
DPZ Dominos Pizza Inc 0.0%
Value ($000) $6 Shares 20 Est. Cost $353.35 Unrealized +2.3%
KBS Real Estate Investme NT Trust II Inc 0.0%
Value ($000) $6 Shares 6,613 Est. Cost $1.24 Unrealized
MDYV SPDR S&P 400 Mid Cap Value ETF 0.0%
Value ($000) $6 Shares 105 Est. Cost $57.94 Unrealized
Invesco Municipal Trust 0.0%
Value ($000) $6 Shares 664 Est. Cost $11.51 Unrealized
DVN Devon Energy Corp 0.0%
Value ($000) $6 Shares 100 Est. Cost $47.22 Unrealized +12.1%
AKR Acadia Realty TR REIT 0.0%
Value ($000) $6 Shares 468 Est. Cost $21.85 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $6 Shares 44 Est. Cost $141.45 Unrealized +10.0%
SPIP SPDR Portfolio TIPS ETF 0.0%
Value ($000) $6 Shares 235 Est. Cost $25.36 Unrealized
PTLO Portillos Inc CL A Com 0.0%
Value ($000) $6 Shares 300 Est. Cost $26.48 Unrealized -16.9%
SSP Scripps E W Co Class A 0.0%
Value ($000) $6 Shares 523 Est. Cost $15.88 Unrealized -32.9%
TAP Molson Coors Beverage CL Class B 0.0%
Value ($000) $6 Shares 122 Est. Cost $44.64 Unrealized +9.2%
PXF Invesco FTSE Rafi Developed Markets 0.0%
Value ($000) $6 Shares 165 Est. Cost $35.08 Unrealized
American Software Inc CL A 0.0%
Value ($000) $6 Shares 364 Est. Cost $16.16 Unrealized
FIX Comfort Systems USA 0.0%
Value ($000) $6 Shares 57 Est. Cost $84.70 Unrealized +14.1%
ZM Zoom Video Communication 0.0%
Value ($000) $6 Shares 75 Est. Cost $136.00 Unrealized -30.0%
PVI Invesco Vrdo Tax-Free Weekly ETF 0.0%
Value ($000) $6 Shares 221 Est. Cost $24.86 Unrealized
PSTG Pure Storage Inc Class A 0.0%
Value ($000) $5 Shares 200 Est. Cost $29.10 Unrealized -2.9%
Eaton Vance Tax Man GL D 0.0%
Value ($000) $5 Shares 750 Est. Cost $9.71 Unrealized
IQ Iqiyi Inc F Sponsored ADR 0.0%
Value ($000) $5 Shares 2,000 Est. Cost $4.54 Unrealized
FHN First Horizon Corp 0.0%
Value ($000) $5 Shares 235 Est. Cost $17.40 Unrealized +15.4%
CLNE Clean Energy Fuels Corp Com 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $6.74 Unrealized -7.0%
KFRC Kforce Inc 0.0%
Value ($000) $5 Shares 91 Est. Cost $68.31 Unrealized -12.8%
MDRX Allscripts Healthcare Solutions Inc Com 0.0%
Value ($000) $5 Shares 350 Est. Cost $20.26 Unrealized -20.2%
UGI U G I Corp 0.0%
Value ($000) $5 Shares 163 Est. Cost $40.00 Unrealized -1.4%
KRNT Kornit Digital LTD SHS 0.0%
Value ($000) $5 Shares 200 Est. Cost $96.46 Unrealized -70.2%
UBER Uber Technologies Inc 0.0%
Value ($000) $5 Shares 200 Est. Cost $31.97 Unrealized -13.6%
NBTB N B T Bancorp Inc 0.0%
Value ($000) $5 Shares 138 Est. Cost $38.86 Unrealized +1.6%
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $5 Shares 72 Est. Cost $96.26 Unrealized
ITB iShares US Home Construct ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $59.26 Unrealized
Federal NTN 5.9481 PFD PFD Ser P 0.0%
Value ($000) $5 Shares 2,000 Est. Cost $2.38 Unrealized
WSO Watsco Inc 0.0%
Value ($000) $5 Shares 20 Est. Cost $263.17 Unrealized +3.0%
EFX Equifax Inc Com 0.0%
Value ($000) $5 Shares 30 Est. Cost $200.34 Unrealized -4.6%
Nuveen Amt Free MNCPL CR 0.0%
Value ($000) $5 Shares 435 Est. Cost $14.86 Unrealized
MHGVY Mowi Asa F Sponsored ADR 0.0%
Value ($000) $5 Shares 400 Est. Cost $26.91 Unrealized
IHE iShares US Pharmaceuticals ETF 0.0%
Value ($000) $5 Shares 30 Est. Cost $194.27 Unrealized
VREX Varex Imaging Corp00500 0.0%
Value ($000) $5 Shares 240 Est. Cost $25.42 Unrealized -14.0%
HLIO Helios Technologies Inc 0.0%
Value ($000) $5 Shares 100 Est. Cost $79.71 Unrealized -24.2%
NWE Northwestern Corp 0.0%
Value ($000) $5 Shares 102 Est. Cost $48.63 Unrealized -4.2%
INRE Inland Real Estate Incom E Trust Inc 0.0%
Value ($000) $5 Shares 245 Est. Cost $20.22 Unrealized
Proterra Inc 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $4.64 Unrealized
ARCC Ares Capital Corp 0.0%
Value ($000) $5 Shares 292 Est. Cost $14.63 Unrealized -4.9%
POST Post HLDGS Inc Com 0.0%
Value ($000) $5 Shares 59 Est. Cost $69.97 Unrealized +23.6%
EBND SPDR BBG Barclays Emerging MKTS Local BD ETF 0.0%
Value ($000) $5 Shares 254 Est. Cost $18.97 Unrealized
CVSA Adtalem Global Education 0.0%
Value ($000) $5 Shares 132 Est. Cost $26.87 Unrealized +42.1%
ICLN iShares Global Clean Energy ETF 0.0%
Value ($000) $5 Shares 250 Est. Cost $21.52 Unrealized
MGA Magna Intl Inc F 0.0%
Value ($000) $5 Shares 100 Est. Cost $64.48 Unrealized -20.2%
HIG Hartford Finl SVC GP 0.0%
Value ($000) $5 Shares 75 Est. Cost $65.20 Unrealized -6.7%
TRP TC Energy Corp F 0.0%
Value ($000) $5 Shares 113 Est. Cost $43.00 Unrealized -3.5%
CHWY Chewy Inc CL A 0.0%
Value ($000) $5 Shares 150 Est. Cost $45.46 Unrealized -12.7%
EQT EQT Corporation Com 0.0%
Value ($000) $5 Shares 112 Est. Cost $22.99 Unrealized +79.2%
SDOG Alps Sector Dividend Dogs ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $55.05 Unrealized
BUD Anheuser Busch Inbev S F Sponsored ADR 0.0%
Value ($000) $5 Shares 100 Est. Cost $60.06 Unrealized
TLT iShares 20 PLS Year Treasury BND ETF 0.0%
Value ($000) $5 Shares 44 Est. Cost $102.45 Unrealized
John Hancock Preferred Income III 0.0%
Value ($000) $4 Shares 300 Est. Cost $14.99 Unrealized
FNDC Schwab Fundamental Intl SM Co ETF 0.0%
Value ($000) $4 Shares 165 Est. Cost $27.19 Unrealized
FLUX Flux Power Holdings Inc 0.0%
Value ($000) $4 Shares 1,750 Est. Cost $2.69 Unrealized 0.0%
KFY Korn/Ferry International 0.0%
Value ($000) $4 Shares 95 Est. Cost $56.45 Unrealized -2.5%
TTWO Take-Two Interactive 0.0%
Value ($000) $4 Shares 41 Est. Cost $127.28 Unrealized -2.4%
GNRC Generac Holdings Inc 0.0%
Value ($000) $4 Shares 25 Est. Cost $229.23 Unrealized 0.0%
CRLBF Cresco Labs Inc Com Sub VTG 0.0%
Value ($000) $4 Shares 1,605 Est. Cost $6.46 Unrealized -47.3%
MKL Markel Corporation 0.0%
Value ($000) $4 Shares 4 Est. Cost $1372.21 Unrealized -11.1%
JOBY Joby Aviation Inc Com 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $5.48 Unrealized 0.0%
ENS Enersys Com 0.0%
Value ($000) $4 Shares 74 Est. Cost $63.66 Unrealized -3.1%
STRL Sterling Constructn 0.0%
Value ($000) $4 Shares 200 Est. Cost $27.95 Unrealized -14.1%
State Street Corp PFD 5.35 Series G 0.0%
Value ($000) $4 Shares 175 Est. Cost $26.47 Unrealized
RDVY FT Rising Dividend Achievers ETF IV 0.0%
Value ($000) $4 Shares 110 Est. Cost $49.00 Unrealized
TYL Tyler Technologies Inc Com 0.0%
Value ($000) $4 Shares 12 Est. Cost $366.34 Unrealized +1.5%
DOCS Doximity Inc 0.0%
Value ($000) $4 Shares 138 Est. Cost $50.33 Unrealized -27.2%
ROBO Robo Global Robotics And Automation Index ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $58.29 Unrealized
LHC Group Inc Com 0.0%
Value ($000) $4 Shares 25 Est. Cost $155.73 Unrealized
SIGI Selective Insurance Group Inc 0.0%
Value ($000) $4 Shares 50 Est. Cost $76.65 Unrealized +0.5%
TEVA Teva Pharmaceutical In F Sponsored ADR 0.0%
Value ($000) $4 Shares 500 Est. Cost $9.39 Unrealized
QYLD Global X Nasdaq 100 Covered Call ETF 0.0%
Value ($000) $4 Shares 250 Est. Cost $20.97 Unrealized
SLVM Sylvamo Corp 0.0%
Value ($000) $4 Shares 115 Est. Cost $29.97 Unrealized +14.7%
NXST Nexstar Media Group Class A 0.0%
Value ($000) $4 Shares 23 Est. Cost $147.45 Unrealized +10.4%
Skechers U S A Inc Class A 0.0%
Value ($000) $4 Shares 121 Est. Cost $40.76 Unrealized
FVRR Fiverr Interntnl LTD F 0.0%
Value ($000) $4 Shares 125 Est. Cost $79.26 Unrealized -55.2%
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.0%
Value ($000) $4 Shares 34 Est. Cost $141.32 Unrealized
CAR Avis Budget Group Inc Com 0.0%
Value ($000) $4 Shares 25 Est. Cost $191.13 Unrealized -18.3%
Webster Finl Corp Depositary SHS Repstg 1/40TH Int Non Cum Perp PFD Ser G 6.50 QTLY DIV Perp CLLB 25 0.0%
Value ($000) $4 Shares 150 Est. Cost $25.36 Unrealized
Pitney Bowes Inc 6.7PFD Due 03/07/43 0.0%
Value ($000) $4 Shares 200 Est. Cost $22.21 Unrealized
BIL SPDR Ser TR SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 0.0%
Value ($000) $4 Shares 40 Est. Cost $91.42 Unrealized
PXH Invesco FTSE Rafi Emerging Markets ETF 0.0%
Value ($000) $4 Shares 226 Est. Cost $16.18 Unrealized
FTS Fortis Inc F 0.0%
Value ($000) $4 Shares 94 Est. Cost $40.35 Unrealized -1.9%
PTON Peloton Interactive Inc 0.0%
Value ($000) $4 Shares 515 Est. Cost $25.62 Unrealized -60.3%
Black Knight Inc 0.0%
Value ($000) $4 Shares 55 Est. Cost $65.39 Unrealized
DXCM Dexcom Inc 0.0%
Value ($000) $4 Shares 44 Est. Cost $91.26 Unrealized -7.2%
CCEP Coca Cola European Partners 0.0%
Value ($000) $3 Shares 82 Est. Cost $47.55 Unrealized -5.1%
BITO ProShares Bitcoin Strategy ETF 0.0%
Value ($000) $3 Shares 290 Est. Cost $26.22 Unrealized
Etfmg Prime Cyber Security ETF 0.0%
Value ($000) $3 Shares 80 Est. Cost $58.73 Unrealized
Brookfield Infrastruct F Class A 0.0%
Value ($000) $3 Shares 85 Est. Cost $42.50 Unrealized
IQV Iqvia HLDGS Inc Com 0.0%
Value ($000) $3 Shares 19 Est. Cost $217.16 Unrealized +0.9%
FOXA Fox Corp Class A 0.0%
Value ($000) $3 Shares 112 Est. Cost $38.56 Unrealized -16.1%
DBOEY Deutsche Boerse 0.0%
Value ($000) $3 Shares 210 Est. Cost $17.90 Unrealized
QSR Restaurant Brands International Inc 0.0%
Value ($000) $3 Shares 63 Est. Cost $56.88 Unrealized -0.7%
Calamos Strategic Total Return FD Com SH Ben Int 0.0%
Value ($000) $3 Shares 270 Est. Cost $17.53 Unrealized
FMCXF Foran MNG Corp F 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $1.96 Unrealized -7.2%
UTHR United Therapeutics Corp Del Com 0.0%
Value ($000) $3 Shares 16 Est. Cost $190.51 Unrealized +17.4%
Southstate Corp 0.0%
Value ($000) $3 Shares 42 Est. Cost $77.15 Unrealized
COKE Coca Cola Bottling Cons Com 0.0%
Value ($000) $3 Shares 8 Est. Cost $50.07 Unrealized -5.8%
RKT Rocket Companies Class A Class A 0.0%
Value ($000) $3 Shares 500 Est. Cost $11.10 Unrealized -25.9%
WW Interntnl Inc 0.0%
Value ($000) $3 Shares 800 Est. Cost $10.23 Unrealized
IRM Iron MTN Inc New REIT 0.0%
Value ($000) $3 Shares 70 Est. Cost $40.95 Unrealized +8.6%
GLPI Gaming & Leisure PPTYS Inc Com 0.0%
Value ($000) $3 Shares 70 Est. Cost $46.93 Unrealized
EXLS Exlservice Holdings Inc Com 0.0%
Value ($000) $3 Shares 21 Est. Cost $28.26 Unrealized +15.5%
Tilray Inc 0.0%
Value ($000) $3 Shares 1,122 Est. Cost $7.77 Unrealized
Liberty All Star Equity 0.0%
Value ($000) $3 Shares 558 Est. Cost $8.08 Unrealized
NWBO NW Biotherapeutics 0.0%
Value ($000) $3 Shares 4,292 Est. Cost $0.82 Unrealized -15.2%
LCII L C I Industrie 0.0%
Value ($000) $3 Shares 30 Est. Cost $98.13 Unrealized +8.1%
LYV Live Nation Entertainment Inc 0.0%
Value ($000) $3 Shares 40 Est. Cost $96.20 Unrealized -6.9%
Accelerate Diagnostics Inc 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $196.00 Unrealized
Catalent Inc 0.0%
Value ($000) $3 Shares 42 Est. Cost $107.30 Unrealized
BRO Brown & Brown Inc 0.0%
Value ($000) $3 Shares 49 Est. Cost $59.93 Unrealized +2.7%
JHG Janus Henderson GP F 0.0%
Value ($000) $3 Shares 144 Est. Cost $36.03 Unrealized -32.9%
BH Biglari Holdings Inc Class B 0.0%
Value ($000) $3 Shares 25 Est. Cost $134.15 Unrealized -6.6%
CSW C S W Industrials Inc 0.0%
Value ($000) $3 Shares 24 Est. Cost $104.91 Unrealized +15.0%
Reinsurance Group Amer Sub Deb 42 0.0%
Value ($000) $3 Shares 112 Est. Cost $25.40 Unrealized
Azek Co Inc Class A 0.0%
Value ($000) $3 Shares 170 Est. Cost $16.74 Unrealized
JCI Johnson Controls Inter F 0.0%
Value ($000) $3 Shares 57 Est. Cost $51.79 Unrealized -4.1%
SU Suncor Energy Inc F 0.0%
Value ($000) $3 Shares 100 Est. Cost $27.66 Unrealized 0.0%
AXAHY Axa SA Spon ADR Each 0.0%
Value ($000) $3 Shares 129 Est. Cost $29.17 Unrealized
Zivo Bioscience Inc 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.88 Unrealized
HOG Harley Davidson Inc 0.0%
Value ($000) $3 Shares 80 Est. Cost $38.57 Unrealized -2.6%
VNM Vaneck Vectors Vietnam ETF 0.0%
Value ($000) $3 Shares 200 Est. Cost $18.87 Unrealized
HII Huntington Ingalls 0.0%
Value ($000) $3 Shares 12 Est. Cost $184.21 Unrealized +12.9%
SNAP Snap Inc Class A 0.0%
Value ($000) $3 Shares 270 Est. Cost $27.49 Unrealized -57.7%
UNFI United Natural Foods 0.0%
Value ($000) $3 Shares 77 Est. Cost $40.91 Unrealized +4.1%
LPLA LPL Finanacial HLDGS 0.0%
Value ($000) $3 Shares 12 Est. Cost $189.92 Unrealized +12.0%
VRSN Verisign Inc 0.0%
Value ($000) $3 Shares 15 Est. Cost $181.84 Unrealized +0.9%
KTB Kontoor Brands Inc 0.0%
Value ($000) $3 Shares 77 Est. Cost $47.18 Unrealized -21.4%
ANF Abercrombie & Fitch Class A 0.0%
Value ($000) $3 Shares 165 Est. Cost $34.68 Unrealized -50.2%
USFD US Foods HLDG Corp 0.0%
Value ($000) $3 Shares 97 Est. Cost $36.45 Unrealized -14.8%
PCG PG&E Corp Com NPV 0.0%
Value ($000) $3 Shares 200 Est. Cost $11.69 Unrealized -1.0%
IDA Idacorp Inc 0.0%
Value ($000) $2 Shares 25 Est. Cost $108.06 Unrealized +0.9%
DTEGY Deutsche Telekom AG S.A. 0.0%
Value ($000) $2 Shares 145 Est. Cost $18.62 Unrealized
DASH Doordash Inc Class A 0.0%
Value ($000) $2 Shares 50 Est. Cost $66.79 Unrealized 0.0%
CPER United States Copper Index ETF 0.0%
Value ($000) $2 Shares 120 Est. Cost $28.71 Unrealized
NWSA News Corp New Class A 0.0%
Value ($000) $2 Shares 159 Est. Cost $21.35 Unrealized -23.8%
BABA Alibaba Group Holding F Sponsored ADR 0.0%
Value ($000) $2 Shares 30 Est. Cost $108.80 Unrealized
ANGL Vaneck Vectors Fallen Angel High Yield Bond 0.0%
Value ($000) $2 Shares 91 Est. Cost $26.23 Unrealized
Bank Of America Conv PFD Series L 0.0%
Value ($000) $2 Shares 2 Est. Cost $1222.50 Unrealized
WDS Woodside Energy Group F Sponsored ADR 0.0%
Value ($000) $2 Shares 112 Est. Cost $21.56 Unrealized
Eaton Vance LTD Duration Income FD Com 0.0%
Value ($000) $2 Shares 255 Est. Cost $11.70 Unrealized
Veritiv Corp 0.0%
Value ($000) $2 Shares 24 Est. Cost $133.58 Unrealized
BHE Benchmark Electronic 0.0%
Value ($000) $2 Shares 93 Est. Cost $22.26 Unrealized +6.6%
AUB Atlantic Un Bankshares Com 0.0%
Value ($000) $2 Shares 76 Est. Cost $29.80 Unrealized -1.7%
Ampio Pharmaceutical 0.0%
Value ($000) $2 Shares 38,000 Est. Cost $0.57 Unrealized
EQIX Equinix Inc 0.0%
Value ($000) $2 Shares 4 Est. Cost $643.06 Unrealized -5.2%
SHAK Shake Shack Class A 0.0%
Value ($000) $2 Shares 50 Est. Cost $68.81 Unrealized -30.2%
ONTO Onto Innovation Inc 0.0%
Value ($000) $2 Shares 35 Est. Cost $74.00 Unrealized -0.7%
ACGL Arch Cap Group LTD F 0.0%
Value ($000) $2 Shares 49 Est. Cost $44.08 Unrealized -2.6%
BlackRock Science Techno 0.0%
Value ($000) $2 Shares 75 Est. Cost $43.27 Unrealized
Barnes Group Inc Com 0.0%
Value ($000) $2 Shares 76 Est. Cost $31.14 Unrealized
VNT Vontier Corp 0.0%
Value ($000) $2 Shares 129 Est. Cost $26.43 Unrealized -15.7%
BMBL Bumble Inc Class A 0.0%
Value ($000) $2 Shares 100 Est. Cost $27.65 Unrealized +6.9%
JBGS JBG Smith PPTYS Com 0.0%
Value ($000) $2 Shares 115 Est. Cost $29.22 Unrealized
ILMN Illumina Inc 0.0%
Value ($000) $2 Shares 11 Est. Cost $300.15 Unrealized -34.1%
CTS C T S Corp 0.0%
Value ($000) $2 Shares 50 Est. Cost $35.75 Unrealized +10.9%
SSNC SS&C Technologs HLDG 0.0%
Value ($000) $2 Shares 43 Est. Cost $78.17 Unrealized -26.3%
GWRE Guidewire Software Inc. 0.0%
Value ($000) $2 Shares 33 Est. Cost $81.79 Unrealized -11.6%
LII Lennox Intl Inc 0.0%
Value ($000) $2 Shares 9 Est. Cost $209.30 Unrealized +9.5%
SEE Sealed Air Corp New Com 0.0%
Value ($000) $2 Shares 45 Est. Cost $61.47 Unrealized -17.1%
Ansys Inc 0.0%
Value ($000) $2 Shares 9 Est. Cost $239.29 Unrealized
Integrys Holding, 6PFD Due 08/01/73 0.0%
Value ($000) $2 Shares 93 Est. Cost $25.00 Unrealized
HL Hecla Mining Co 0.0%
Value ($000) $2 Shares 500 Est. Cost $5.67 Unrealized -29.5%
PEG Pub SVC Enterpise GP 0.0%
Value ($000) $2 Shares 35 Est. Cost $58.02 Unrealized -1.2%
Rada Elec Inds LTD F 0.0%
Value ($000) $2 Shares 200 Est. Cost $13.93 Unrealized
LDOS Leidos HLDGS Inc Com 0.0%
Value ($000) $2 Shares 22 Est. Cost $91.68 Unrealized +2.1%
SAIA Saia Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.92 Unrealized +5.5%
GLXYEUR Galaxy Digital HLDGS LTD Cad SHS 0.0%
Value ($000) $2 Shares 430 Est. Cost $17.06 Unrealized
WTW Willis Towers Watson Pub LTD SHS 0.0%
Value ($000) $2 Shares 9 Est. Cost $203.98 Unrealized -3.3%
COIN Coinbase Global Inc 0.0%
Value ($000) $2 Shares 27 Est. Cost $195.40 Unrealized -64.3%
WST West Pharm SRVC Inc 0.0%
Value ($000) $2 Shares 7 Est. Cost $322.31 Unrealized -6.3%
TPR Tapestry Inc 0.0%
Value ($000) $2 Shares 60 Est. Cost $34.34 Unrealized -11.6%
PCRX Pacira Biosciences Inc 0.0%
Value ($000) $2 Shares 32 Est. Cost $65.50 Unrealized -15.1%
CASS Cass Information Systems Inc 0.0%
Value ($000) $2 Shares 49 Est. Cost $32.36 Unrealized +0.8%
MSCI MSCI Inc 0.0%
Value ($000) $2 Shares 4 Est. Cost $417.79 Unrealized +5.4%
DHLGY Deutsche Post AG 0.0%
Value ($000) $2 Shares 56 Est. Cost $39.74 Unrealized
IX Orix Corporation 0.0%
Value ($000) $2 Shares 23 Est. Cost $101.65 Unrealized
ACAD Acadia Pharmaceutl 0.0%
Value ($000) $2 Shares 100 Est. Cost $24.20 Unrealized -33.1%
HRL Hormel Foods 0.0%
Value ($000) $2 Shares 36 Est. Cost $44.42 Unrealized -2.7%
WCN Waste Connectionsinc F 0.0%
Value ($000) $2 Shares 12 Est. Cost $126.61 Unrealized +5.4%
NRDBY Nordea BK Abp Sponsored Ads 0.0%
Value ($000) $2 Shares 184 Est. Cost $11.04 Unrealized
SBCF Seacoast Banking Corp. Of Florida 0.0%
Value ($000) $2 Shares 52 Est. Cost $33.41 Unrealized -0.1%
CACI Caci Inc. Class A 0.0%
Value ($000) $2 Shares 6 Est. Cost $278.17 Unrealized +1.3%
DIOD Diodes Inc. 0.0%
Value ($000) $2 Shares 24 Est. Cost $72.92 Unrealized -0.9%
IWY iShares Russell Top 200 GRW ETF IV 0.0%
Value ($000) $2 Shares 13 Est. Cost $149.51 Unrealized
The Odp Corp Com 0.0%
Value ($000) $2 Shares 44 Est. Cost $45.84 Unrealized
VCISY Vinci ADR Each Repr 0.0%
Value ($000) $2 Shares 77 Est. Cost $25.48 Unrealized
KALU Kaiser Aluminum Corp 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.35 Unrealized -20.6%
BRBR Bellring Brands Inc New Com 0.0%
Value ($000) $2 Shares 74 Est. Cost $25.08 Unrealized -4.2%
NNN National Retail Properties Inc (NNN Csus) 0.0%
Value ($000) $2 Shares 38 Est. Cost $43.00 Unrealized
CPK Chesapeake Utilities Corp. 0.0%
Value ($000) $2 Shares 13 Est. Cost $121.00 Unrealized -0.4%
MC Moelis & Co Class A 0.0%
Value ($000) $1 Shares 44 Est. Cost $36.34 Unrealized -2.7%
SNN Smith & Nephew ADR 0.0%
Value ($000) $1 Shares 63 Est. Cost $32.37 Unrealized
WAB Wabtec 0.0%
Value ($000) $1 Shares 18 Est. Cost $90.59 Unrealized -4.3%
Zimvie Inc 0.0%
Value ($000) $1 Shares 148 Est. Cost $22.84 Unrealized
JJSF J&J Snack Food Corp 0.0%
Value ($000) $1 Shares 11 Est. Cost $126.57 Unrealized +4.2%
STC Stewart Info SVCS Co 0.0%
Value ($000) $1 Shares 33 Est. Cost $53.65 Unrealized -4.8%
OKTA Okta Inc CL A 0.0%
Value ($000) $1 Shares 25 Est. Cost $107.99 Unrealized -20.3%
Six Flags Entertainm 0.0%
Value ($000) $1 Shares 80 Est. Cost $43.50 Unrealized
LVMUY LVMH Moet Hennessy 0.0%
Value ($000) $1 Shares 12 Est. Cost $142.58 Unrealized
Store Capital Corp REIT 0.0%
Value ($000) $1 Shares 43 Est. Cost $31.74 Unrealized
LYFT LYFT Inc Class A 0.0%
Value ($000) $1 Shares 100 Est. Cost $30.39 Unrealized -49.4%
MBWM Mercantile Bank Corp 0.0%
Value ($000) $1 Shares 44 Est. Cost $28.27 Unrealized +4.2%
USRT iShares Core US REIT ETF 0.0%
Value ($000) $1 Shares 27 Est. Cost $47.52 Unrealized
BLKB Blackbaud Inc Com 0.0%
Value ($000) $1 Shares 29 Est. Cost $58.10 Unrealized -7.2%
WRN Western Copper &gold F 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.33 Unrealized 0.0%
NEOG Neogen Corp 0.0%
Value ($000) $1 Shares 90 Est. Cost $35.95 Unrealized -44.0%
AMWD American Woodmark Corp 0.0%
Value ($000) $1 Shares 28 Est. Cost $48.31 Unrealized +0.9%
BH/A Biglari Holdings Inc Class A 0.0%
Value ($000) $1 Shares 2 Est. Cost $682.05 Unrealized -8.6%
SAP SAP ADR Rep 1 Ord 0.0%
Value ($000) $1 Shares 14 Est. Cost $92.91 Unrealized
NCLH Norwegian Cruise Lin F 0.0%
Value ($000) $1 Shares 100 Est. Cost $16.76 Unrealized -21.4%
NOW Servicenow Inc Com 0.0%
Value ($000) $1 Shares 3 Est. Cost $95.32 Unrealized -5.5%
DES Wisdomtree Small Cap DIV Exch TR FD 0.0%
Value ($000) $1 Shares 44 Est. Cost $31.86 Unrealized
ARKK Ark Innovation ETF 0.0%
Value ($000) $1 Shares 30 Est. Cost $66.29 Unrealized
Planet 13 Holdings Inc F 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $2.53 Unrealized
HCA Hca Healthcare Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $208.06 Unrealized -7.0%
HMC Honda Motor Co LTD F Sponsored ADR 0.0%
Value ($000) $1 Shares 50 Est. Cost $28.76 Unrealized
CE Celanese Corporation 0.0%
Value ($000) $1 Shares 12 Est. Cost $135.03 Unrealized -23.0%
ARI Apollo Coml Real Estate Fin Inc Com 0.0%
Value ($000) $1 Shares 125 Est. Cost $14.28 Unrealized
TOELY Tokyo Electron LTD F Sponsored ADR 0.0%
Value ($000) $1 Shares 17 Est. Cost $129.94 Unrealized
Seelos Therapeutics Inc 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $0.84 Unrealized
IHRT Iheartmedia Inc Class A 0.0%
Value ($000) $1 Shares 140 Est. Cost $19.94 Unrealized -56.6%
HAUZ Xtrackers Inter Real Est ETF 0.0%
Value ($000) $1 Shares 52 Est. Cost $19.46 Unrealized
SAIC Science Applications 0.0%
Value ($000) $1 Shares 11 Est. Cost $86.25 Unrealized +7.9%
GTBIF Green Thumb Inds Inc F 0.0%
Value ($000) $1 Shares 100 Est. Cost $18.79 Unrealized -43.4%
TSN Tyson Foods Inc Class A 0.0%
Value ($000) $1 Shares 14 Est. Cost $80.39 Unrealized -12.4%
ACCO Acco Brands Corp 0.0%
Value ($000) $1 Shares 188 Est. Cost $6.54 Unrealized -22.0%
OXY/WS Occidental Pete Corp WT Exp 08/03/27 0.0%
Value ($000) $1 Shares 22 Est. Cost $35.64 Unrealized
Brookfield Renewable C F Class A 0.0%
Value ($000) $1 Shares 26 Est. Cost $35.61 Unrealized
LEG Leggett & Platt Inc 0.0%
Value ($000) $1 Shares 25 Est. Cost $38.33 Unrealized -0.9%
DJT Digital World Acquisitio Class A 0.0%
Value ($000) $1 Shares 50 Est. Cost $75.25 Unrealized -65.0%
ALGN Align Technology Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $307.23 Unrealized -16.2%
ARES Ares Management Corp Class A 0.0%
Value ($000) $1 Shares 13 Est. Cost $61.93 Unrealized +2.1%
AKAM Akamai Tehnologies Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $104.21 Unrealized -12.6%
NIO N I O Inc F Sponsored ADR 0.0%
Value ($000) $1 Shares 50 Est. Cost $21.06 Unrealized
OMCL Omnicell Inc Com 0.0%
Value ($000) $1 Shares 9 Est. Cost $114.78 Unrealized -8.5%
Barrick Gold Corp F 0.0%
Value ($000) $1 Shares 50 Est. Cost $24.54 Unrealized
ODFL Old Dominion Freight Line Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $135.79 Unrealized 0.0%
CCL Carnival Corp F 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.22 Unrealized -52.1%
TDY Teledyne Technologies Inc Com 0.0%
Value ($000) $1 Shares 2 Est. Cost $418.27 Unrealized -8.8%
COF Capital One FC 0.0%
Value ($000) $1 Shares 7 Est. Cost $114.42 Unrealized -12.4%
NEU Newmarket Corporation 0.0%
Value ($000) $1 Shares 2 Est. Cost $280.17 Unrealized 0.0%
SANA Sana Biotechnology Inc 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.09 Unrealized -10.7%
NNDM Nano Dimension LTD Sponsored ADR New 0.0%
Value ($000) $1 Shares 250 Est. Cost $3.56 Unrealized
Silver Mountain Resour F 0.0%
Value ($000) $1 Shares 2,100 Est. Cost $0.27 Unrealized
Regis Corp Minn 0.0%
Value ($000) $1 Shares 565 Est. Cost $2.12 Unrealized
BETRF Betterlife Pharma Inc F 0.0%
Value ($000) $1 Shares 4,000 Est. Cost $0.15 Unrealized -15.3%
QUBT Quantum Computing Inc Com 0.0%
Value ($000) $1 Shares 225 Est. Cost $2.65 Unrealized +13.4%
LILA Liberty Latin Amer F Class A 0.0%
Value ($000) $1 Shares 85 Est. Cost $10.60 Unrealized -32.9%
FNMA Federal Natl MTG Assn GT 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $0.83 Unrealized -30.5%
ED Consolidated Edison 0.0%
Value ($000) $1 Shares 6 Est. Cost $84.05 Unrealized +2.2%
Alpha Copper Corp F 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $0.26 Unrealized
NOK Nokia Corp F Sponsored ADR 0.0%
Value ($000) $1 Shares 119 Est. Cost $5.46 Unrealized
EPR Epr Properties REIT 0.0%
Value ($000) $1 Shares 14 Est. Cost $55.00 Unrealized
ONL Orion Office REIT Inc 0.0%
Value ($000) $0 Shares 56 Est. Cost $14.11 Unrealized
2seventy Bio Inc 0.0%
Value ($000) $0 Shares 33 Est. Cost $17.06 Unrealized
VXRT Vaxart Inc 0.0%
Value ($000) $0 Shares 200 Est. Cost $5.07 Unrealized -31.9%
RCI Rogers Commun Inc F Class B 0.0%
Value ($000) $0 Shares 11 Est. Cost $51.69 Unrealized -14.4%
RHEP Regional Health Properti 0.0%
Value ($000) $0 Shares 161 Est. Cost $3.84 Unrealized -9.4%
UAA Under Armour Inc CL A Com 0.0%
Value ($000) $0 Shares 56 Est. Cost $17.93 Unrealized -51.2%
BHF Brighthouse Finl Inc0050 0.0%
Value ($000) $0 Shares 8 Est. Cost $53.36 Unrealized -14.7%
UA Under Armour Inc Class C 0.0%
Value ($000) $0 Shares 56 Est. Cost $15.66 Unrealized -50.0%
BTI Brit Amer Tobacco F Sponsored ADR 0.0%
Value ($000) $0 Shares 9 Est. Cost $42.91 Unrealized
Nektar Therapeutics 0.0%
Value ($000) $0 Shares 100 Est. Cost $5.39 Unrealized
ICCM Icecure Medical LT Ordf 0.0%
Value ($000) $0 Shares 250 Est. Cost $2.58 Unrealized -36.4%
OBE Obsidian Energy Limite F 0.0%
Value ($000) $0 Shares 42 Est. Cost $7.30 Unrealized +11.2%
TMUS T-Mobile US Inc Com 0.0%
Value ($000) $0 Shares 2 Est. Cost $115.07 Unrealized +17.9%
BEN Franklin Resources 0.0%
Value ($000) $0 Shares 11 Est. Cost $24.87 Unrealized -14.0%
FUBO Fubotv Inc Com 0.0%
Value ($000) $0 Shares 60 Est. Cost $9.72 Unrealized -63.2%
BYND Beyond Meat Inc 0.0%
Value ($000) $0 Shares 15 Est. Cost $54.96 Unrealized -49.8%
Professional Diversi 0.0%
Value ($000) $0 Shares 250 Est. Cost $1.53 Unrealized
AMSC Amern Superconductor 0.0%
Value ($000) $0 Shares 36 Est. Cost $8.56 Unrealized -39.6%
Aethlon Medical Inc 0.0%
Value ($000) $0 Shares 267 Est. Cost $1.46 Unrealized
DRD Drdgold LTD Spons ADR Repstg 10 SHS 0.0%
Value ($000) $0 Shares 24 Est. Cost $9.38 Unrealized
ASIX Advansix Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $40.88 Unrealized -18.8%
REEMF Rare Element Resourc F 0.0%
Value ($000) $0 Shares 300 Est. Cost $1.29 Unrealized -53.4%
GME Gamestop Corp Class A 0.0%
Value ($000) $0 Shares 4 Est. Cost $31.87 Unrealized +2.4%
VSOLF Three Sixty Solar LTD F 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.51 Unrealized 0.0%
GTX Garrett Motion Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $7.17 Unrealized -4.2%
LUMN Lumen Technologies Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $10.77 Unrealized -7.0%
SD Sandridge Energy Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $12.91 Unrealized +39.9%
RGIN Regenicin Inc Com 0.0%
Value ($000) $0 Shares 7,600 Est. Cost $0.01 Unrealized -69.7%
Titan Medical Inc F 0.0%
Value ($000) $0 Shares 33 Est. Cost $0.52 Unrealized
BlackRock Corporate Hi YLD FD Inc 0.0%
Value ($000) $0 Shares 4,100 Est. Cost $0.00 Unrealized
Unrivaled Brands Inc 0.0%
Value ($000) $0 Shares 134 Est. Cost $0.18 Unrealized
RINO Rino Interntnl 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.05 Unrealized -21.8%
Pershing Square T 25 WTS Pending Receipt Of New 0.0%
Value ($000) $0 Shares 1,111 Est. Cost Unrealized
Wave Systems Corp. Class A 0.0%
Value ($000) $0 Shares 43 Est. Cost Unrealized
Encorium Group Inc Nexxx Registration Revoked BY 0.0%
Value ($000) $0 Shares 52 Est. Cost Unrealized
Pershing Square Tontine Pending Receipt Of New 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
Quest Rare Minerals F 0.0%
Value ($000) $0 Shares 449 Est. Cost Unrealized
Wichita Development CXXX Registration Revoked BY 0.0%
Value ($000) $0 Shares 333 Est. Cost Unrealized
ICOA Icoa Inc 0.0%
Value ($000) $0 Shares 58 Est. Cost $0.00 Unrealized -78.6%
VSMD Vasamed Inc 0.0%
Value ($000) $0 Shares 24,613 Est. Cost $0.01 Unrealized -92.5%
L & L Energy Inc XXX Registration Revoked BY 0.0%
Value ($000) $0 Shares 179 Est. Cost Unrealized
Sefe Inc XXX Registration Revoked BY 0.0%
Value ($000) $0 Shares 3,000 Est. Cost Unrealized
Zogenix Inc Contingent Value Right 0.0%
Value ($000) $0 Shares 425 Est. Cost Unrealized
Soligor Intl Com 0.0%
Value ($000) $0 Shares 105 Est. Cost Unrealized
Call RRGB $7.5 Exp Oct 21, 2022 0.0%
Value ($000) $0 Shares 5,000 Est. Cost Unrealized
World Surveillance Group Inc Com 0.0%
Value ($000) $0 Shares 15,900 Est. Cost Unrealized
THRA Therma-Med Inc New 0.0%
Value ($000) $0 Shares 5 Est. Cost $0.00 Unrealized 0.0%
Prairie Shores Incratxxx Escrow Pending 0.0%
Value ($000) $0 Shares 19 Est. Cost Unrealized
Cardia Inc 0.0%
Value ($000) $0 Shares 5,702 Est. Cost Unrealized
Total Apparel Group NXXX Registration Revoked BY 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized