BARTLETT & CO. WEALTH MANAGEMENT LLC Diversified Active

CIK: 0002010186 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 14, 2024

Total Value ($000): $4,970,954 (100.0% shares, 0.0% debt)

Holdings (1,117)

AAPL Apple Inc 4.8%
Value ($000) $240,393 Shares 1,850,176 Est. Cost $90.15 Unrealized +56.1%
MSFT Microsoft Corp 4.7%
Value ($000) $231,986 Shares 967,334 Est. Cost $98.81 Unrealized +136.9%
PG Procter & Gamble 2.7%
Value ($000) $134,407 Shares 886,826 Est. Cost $98.40 Unrealized +31.9%
BRK/B Berkshire Hathaway Class B 2.6%
Value ($000) $129,326 Shares 418,666 Est. Cost $227.29 Unrealized +30.7%
MA Mastercard Inc Class A 2.4%
Value ($000) $121,473 Shares 349,331 Est. Cost $170.88 Unrealized +89.3%
LOW Lowes Cos Inc 2.3%
Value ($000) $115,595 Shares 580,180 Est. Cost $87.09 Unrealized +116.1%
GOOG Alphabet Inc. Class C 2.3%
Value ($000) $115,456 Shares 1,301,201 Est. Cost $108.19 Unrealized -12.4%
PEP Pepsico Inc 2.3%
Value ($000) $114,926 Shares 632,131 Est. Cost $98.94 Unrealized +62.6%
ABT Abbott Laboratories 2.3%
Value ($000) $113,592 Shares 1,034,630 Est. Cost $59.18 Unrealized +64.9%
AMGN Amgen Inc. 2.0%
Value ($000) $100,602 Shares 383,040 Est. Cost $148.90 Unrealized +63.0%
JPM JPMorgan Chase & Co 2.0%
Value ($000) $97,242 Shares 725,145 Est. Cost $94.37 Unrealized +24.7%
TJX TJX Companies Inc 1.8%
Value ($000) $90,121 Shares 1,132,178 Est. Cost $41.35 Unrealized +71.0%
DE Deere & Co 1.7%
Value ($000) $85,994 Shares 200,004 Est. Cost $155.96 Unrealized +149.2%
VOO Vanguard S&P 500 ETF 1.6%
Value ($000) $81,472 Shares 231,890 Est. Cost $274.90 Unrealized
TMO Thermo Fisher SCNTFC 1.6%
Value ($000) $77,574 Shares 140,790 Est. Cost $296.49 Unrealized +77.1%
NEE Nextera Energy Inc 1.5%
Value ($000) $75,042 Shares 897,632 Est. Cost $62.79 Unrealized +17.6%
Linde PLC F 1.5%
Value ($000) $74,412 Shares 228,132 Est. Cost $172.97 Unrealized
ACN Accenture PLC F Class A 1.5%
Value ($000) $74,357 Shares 278,659 Est. Cost $157.83 Unrealized +67.3%
COST Costco Wholesale Co 1.5%
Value ($000) $73,868 Shares 161,813 Est. Cost $314.36 Unrealized +49.1%
JNJ Johnson & Johnson 1.4%
Value ($000) $71,677 Shares 405,758 Est. Cost $116.09 Unrealized +35.3%
AMT American Tower Corp REIT 1.4%
Value ($000) $68,368 Shares 320,260 Est. Cost $166.08 Unrealized +12.4%
UNH Unitedhealth GRP Inc 1.3%
Value ($000) $65,678 Shares 123,879 Est. Cost $272.07 Unrealized +83.9%
BAH Booz Allen Hamilton Class A 1.3%
Value ($000) $63,152 Shares 604,206 Est. Cost $76.94 Unrealized +27.0%
ENB Enbridge Inc F 1.3%
Value ($000) $62,885 Shares 1,608,421 Est. Cost $22.45 Unrealized +41.8%
ADI Analog Devices Inc 1.3%
Value ($000) $62,849 Shares 383,159 Est. Cost $85.49 Unrealized +72.8%
BMY Bristol-Myers Squibb 1.2%
Value ($000) $61,397 Shares 853,331 Est. Cost $45.75 Unrealized +42.6%
IEFA iShares Core MSCI EAFE ETF 1.2%
Value ($000) $58,430 Shares 947,927 Est. Cost $65.25 Unrealized
VCSH Vanguard Short Term Cor BD ETF 1.1%
Value ($000) $56,165 Shares 746,973 Est. Cost $79.74 Unrealized
DIS Walt Disney Co 1.1%
Value ($000) $56,120 Shares 645,953 Est. Cost $113.55 Unrealized -17.7%
DUK Duke Energy Corp 1.1%
Value ($000) $52,869 Shares 513,341 Est. Cost $61.71 Unrealized +37.4%
ITW Illinois Tool Works 1.1%
Value ($000) $52,251 Shares 235,779 Est. Cost $134.22 Unrealized +47.2%
VCIT Vanguard Intermediate Term Cor ETF 1.0%
Value ($000) $51,280 Shares 661,593 Est. Cost $88.77 Unrealized
AMZN Amazon.Com Inc 1.0%
Value ($000) $49,227 Shares 584,781 Est. Cost $125.43 Unrealized -21.2%
Lab Co Of Amer HLDG 1.0%
Value ($000) $47,909 Shares 203,453 Est. Cost $177.67 Unrealized
WM Waste Management Inc 0.9%
Value ($000) $45,438 Shares 289,634 Est. Cost $88.65 Unrealized +72.8%
MCD McDonalds Corp 0.9%
Value ($000) $45,371 Shares 172,168 Est. Cost $151.81 Unrealized +61.6%
CB Chubb LTD F 0.9%
Value ($000) $45,282 Shares 204,624 Est. Cost $130.27 Unrealized +53.5%
NKE Nike Inc Class B 0.8%
Value ($000) $41,196 Shares 352,072 Est. Cost $63.11 Unrealized +51.0%
SPGI S&P Global Inc Com 0.8%
Value ($000) $39,595 Shares 118,214 Est. Cost $390.36 Unrealized -17.7%
GD General Dynamics Co 0.8%
Value ($000) $39,305 Shares 158,419 Est. Cost $154.79 Unrealized +47.8%
CDW CDW Corp 0.8%
Value ($000) $38,800 Shares 217,271 Est. Cost $117.27 Unrealized +44.0%
GOOGL Alphabet Inc. Class A 0.8%
Value ($000) $37,386 Shares 423,730 Est. Cost $107.10 Unrealized -11.9%
NSRGY Nestle ADR 0.7%
Value ($000) $36,617 Shares 316,887 Est. Cost $104.42 Unrealized
FDX Fedex Corp 0.7%
Value ($000) $33,436 Shares 191,770 Est. Cost $206.46 Unrealized -24.9%
UNP Union Pacific Corp 0.7%
Value ($000) $33,130 Shares 159,995 Est. Cost $140.79 Unrealized +35.1%
VMBS Vanguard Mortgage Backed Sec ETF 0.7%
Value ($000) $33,099 Shares 727,138 Est. Cost $52.38 Unrealized
QCOM Qualcomm Inc 0.7%
Value ($000) $33,089 Shares 300,970 Est. Cost $137.99 Unrealized -21.1%
AGG iShares Core US Aggregate Bond ETF 0.6%
Value ($000) $30,879 Shares 318,371 Est. Cost $114.93 Unrealized
VTI Vanguard Total Stock Market ETF 0.6%
Value ($000) $30,843 Shares 161,322 Est. Cost $161.53 Unrealized
1/100 Berkshire HTWY Cla 100 SHS=1 Whole SH BRK A 0.6%
Value ($000) $29,529 Shares 6,300 Est. Cost $4506.62 Unrealized
INTU Intuit Inc 0.6%
Value ($000) $29,162 Shares 74,924 Est. Cost $411.71 Unrealized -5.5%
CRM Salesforce Inc 0.6%
Value ($000) $28,405 Shares 214,229 Est. Cost $185.37 Unrealized -22.2%
ZTS Zoetis Inc Class A 0.6%
Value ($000) $28,306 Shares 193,150 Est. Cost $147.57 Unrealized -3.0%
MKC MC Cormick & Co Inc 0.6%
Value ($000) $28,293 Shares 339,729 Est. Cost $64.95 Unrealized +15.2%
IJR iShares Core S&P Small Cap ETF 0.5%
Value ($000) $26,851 Shares 283,721 Est. Cost $99.83 Unrealized
USB US Bancorp 0.5%
Value ($000) $26,322 Shares 596,997 Est. Cost $41.26 Unrealized -11.0%
MDY SPDR S&P Midcap 400 ETF 0.5%
Value ($000) $25,538 Shares 57,458 Est. Cost $347.16 Unrealized
ADP Auto Data Processing 0.5%
Value ($000) $25,097 Shares 104,525 Est. Cost $101.11 Unrealized +126.5%
Canadian Pac Railway F 0.5%
Value ($000) $23,294 Shares 311,810 Est. Cost $72.08 Unrealized
NSC Norfolk Southern Co 0.4%
Value ($000) $21,719 Shares 88,138 Est. Cost $123.43 Unrealized +78.6%
DEO Diageo PLC F Sponsored ADR 0.4%
Value ($000) $20,807 Shares 116,766 Est. Cost $136.81 Unrealized
BSV Vanguard Short-Term Bond ETF 0.4%
Value ($000) $20,454 Shares 271,707 Est. Cost $82.58 Unrealized
WMT WalMart Inc 0.4%
Value ($000) $19,956 Shares 140,194 Est. Cost $34.60 Unrealized +31.9%
DHR Danaher Corp 0.4%
Value ($000) $19,941 Shares 75,059 Est. Cost $121.20 Unrealized +88.2%
SCHB Schwab US Broad Market ETF 0.4%
Value ($000) $19,925 Shares 444,663 Est. Cost $57.91 Unrealized
MRK Merck & Co. Inc. 0.4%
Value ($000) $19,487 Shares 174,503 Est. Cost $54.84 Unrealized +69.2%
CMCSA Comcast Corp Class A 0.4%
Value ($000) $19,420 Shares 555,320 Est. Cost $39.06 Unrealized -23.0%
IGSB iShares TR Is 1 5 YR In GR CR BD ETF 0.4%
Value ($000) $19,387 Shares 389,137 Est. Cost $56.08 Unrealized
ABBV Abbvie Inc 0.4%
Value ($000) $18,446 Shares 114,140 Est. Cost $76.13 Unrealized +80.2%
CFR Cullen Frost Bankers 0.4%
Value ($000) $17,879 Shares 133,725 Est. Cost $88.45 Unrealized +45.3%
RTX Raytheon Technologies Co 0.3%
Value ($000) $16,903 Shares 167,493 Est. Cost $54.61 Unrealized +60.5%
UPS United Parcel SRVC Class B 0.3%
Value ($000) $16,141 Shares 92,849 Est. Cost $91.77 Unrealized +61.3%
NVS Novartis AG F Sponsored ADR 0.3%
Value ($000) $16,136 Shares 177,871 Est. Cost $81.06 Unrealized
BAX Baxter Interntnl 0.3%
Value ($000) $15,648 Shares 305,104 Est. Cost $60.45 Unrealized -17.9%
XOM Exxon Mobil Corp 0.3%
Value ($000) $14,489 Shares 131,360 Est. Cost $55.50 Unrealized +73.5%
AXP American Express Co 0.3%
Value ($000) $14,444 Shares 97,763 Est. Cost $103.56 Unrealized +37.5%
FNDX Schwab Fundamental US Large Co ETF 0.3%
Value ($000) $13,761 Shares 257,509 Est. Cost $42.21 Unrealized
FIS Fidelity Natl Info 0.3%
Value ($000) $13,580 Shares 200,150 Est. Cost $118.59 Unrealized -44.8%
EMR Emerson Electric Co 0.3%
Value ($000) $13,390 Shares 139,391 Est. Cost $57.91 Unrealized +46.0%
VEU Vanguard FTSE All World Ex US ETF 0.3%
Value ($000) $13,351 Shares 266,278 Est. Cost $52.28 Unrealized
IEMG iShares Core MSCI Emerging ETF 0.3%
Value ($000) $13,142 Shares 281,410 Est. Cost $56.59 Unrealized
VBR Vanguard Small Cap Value ETF 0.3%
Value ($000) $12,992 Shares 81,816 Est. Cost $130.13 Unrealized
IWP iShares Russell Mid Cap Growth ETF 0.3%
Value ($000) $12,868 Shares 153,923 Est. Cost $112.11 Unrealized
CINF Cincinnati Finl 0.3%
Value ($000) $12,659 Shares 122,803 Est. Cost $85.07 Unrealized +11.5%
CVX Chevron Corp 0.3%
Value ($000) $12,579 Shares 70,081 Est. Cost $90.92 Unrealized +68.5%
SBUX Starbucks Corp 0.2%
Value ($000) $11,274 Shares 113,651 Est. Cost $80.26 Unrealized +9.1%
TROW T Rowe Price Group 0.2%
Value ($000) $11,163 Shares 102,358 Est. Cost $89.11 Unrealized +9.4%
BDX Becton Dickinson & Co. 0.2%
Value ($000) $11,119 Shares 43,725 Est. Cost $223.31 Unrealized -0.0%
IWS iShares Russell Mid Cap Value ETF 0.2%
Value ($000) $10,844 Shares 102,942 Est. Cost $91.90 Unrealized
MDLZ Mondelez Intl Class A 0.2%
Value ($000) $10,764 Shares 160,581 Est. Cost $45.66 Unrealized +27.0%
KO The Coca-Cola Co 0.2%
Value ($000) $10,682 Shares 167,922 Est. Cost $40.55 Unrealized +35.4%
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $10,464 Shares 27,235 Est. Cost $297.82 Unrealized
EFA iShares MSCI EAFE ETF 0.2%
Value ($000) $9,788 Shares 149,117 Est. Cost $62.47 Unrealized
ROK Rockwell Automation 0.2%
Value ($000) $9,550 Shares 37,079 Est. Cost $141.39 Unrealized +68.2%
MUB iShares National Muni Bond ETF 0.2%
Value ($000) $9,362 Shares 88,721 Est. Cost $111.11 Unrealized
VB Vanguard Small Cap ETF 0.2%
Value ($000) $9,294 Shares 50,636 Est. Cost $161.06 Unrealized
CL Colgate-Palmolive Co 0.2%
Value ($000) $9,153 Shares 116,174 Est. Cost $61.77 Unrealized +12.9%
HD Home Depot Inc 0.2%
Value ($000) $9,149 Shares 28,965 Est. Cost $166.45 Unrealized +68.9%
PFE Pfizer Inc 0.2%
Value ($000) $9,127 Shares 178,115 Est. Cost $26.17 Unrealized +53.6%
MBB iShares MBS ETF IV 0.2%
Value ($000) $8,548 Shares 92,165 Est. Cost $100.07 Unrealized
SHYG iShares High Yield Corporat Bond ETF 0.2%
Value ($000) $8,384 Shares 205,033 Est. Cost $45.39 Unrealized
VBK Vanguard Small Cap Growth ETF 0.2%
Value ($000) $8,281 Shares 41,293 Est. Cost $182.61 Unrealized
SYY Sysco Corp 0.2%
Value ($000) $8,256 Shares 107,986 Est. Cost $58.40 Unrealized +26.6%
IGIB iShares TRT Is 5 10 Inv GR CR BD ETF 0.2%
Value ($000) $8,233 Shares 166,289 Est. Cost $53.38 Unrealized
BND Vanguard Total Bond Market ETF 0.2%
Value ($000) $8,142 Shares 113,332 Est. Cost $77.10 Unrealized
WEC W E C Energy Group Inc 0.2%
Value ($000) $8,116 Shares 86,565 Est. Cost $48.39 Unrealized +70.9%
LMT Lockheed Martin Corp 0.2%
Value ($000) $7,986 Shares 16,416 Est. Cost $306.72 Unrealized +39.1%
LLY Lilly Eli & Co 0.2%
Value ($000) $7,979 Shares 21,809 Est. Cost $104.85 Unrealized +229.8%
TRV Travelers Companies 0.2%
Value ($000) $7,875 Shares 42,001 Est. Cost $131.62 Unrealized +28.7%
IVV iShares Core S&P 500 ETF 0.1%
Value ($000) $7,228 Shares 18,811 Est. Cost $298.74 Unrealized
META Meta Platforms Inc Class A 0.1%
Value ($000) $7,215 Shares 59,958 Est. Cost $191.97 Unrealized -39.3%
IWR iShares Russell Mid Cap ETF 0.1%
Value ($000) $7,187 Shares 106,559 Est. Cost $67.00 Unrealized
NVO Novo-Nordisk A S F Sponsored ADR 0.1%
Value ($000) $6,989 Shares 51,637 Est. Cost $50.07 Unrealized
XLK Technology Select Sector SPDR ETF 0.1%
Value ($000) $6,809 Shares 54,718 Est. Cost $85.44 Unrealized
VZ Verizon Communication 0.1%
Value ($000) $6,799 Shares 172,558 Est. Cost $34.50 Unrealized -10.8%
ETN Eaton Corp PLC F 0.1%
Value ($000) $6,799 Shares 43,317 Est. Cost $72.06 Unrealized +103.9%
INTC Intel Corp 0.1%
Value ($000) $6,769 Shares 256,107 Est. Cost $41.05 Unrealized -35.1%
VWO Vanguard FTSE Emerging Markets ETF 0.1%
Value ($000) $6,753 Shares 173,235 Est. Cost $46.01 Unrealized
IVE iShares S&P 500 Value ETF 0.1%
Value ($000) $6,604 Shares 45,522 Est. Cost $111.68 Unrealized
BRK/A Berkshire Hathaway Class A 0.1%
Value ($000) $6,562 Shares 14 Est. Cost $372459.20 Unrealized +20.5%
LHX L3harris Technologies Inc. 0.1%
Value ($000) $6,384 Shares 30,663 Est. Cost $181.24 Unrealized +16.4%
STZ Constellation Brand Class A 0.1%
Value ($000) $5,875 Shares 25,352 Est. Cost $180.85 Unrealized +25.0%
SCHF Schwab International Equity ETF 0.1%
Value ($000) $5,546 Shares 172,170 Est. Cost $31.19 Unrealized
XLY SPDR Fund Consumer Discre Select ETF 0.1%
Value ($000) $5,501 Shares 42,588 Est. Cost $112.64 Unrealized
VXF Vanguard Extended Market ETF 0.1%
Value ($000) $5,364 Shares 40,374 Est. Cost $111.83 Unrealized
SPIB SPDR Intrmdt TRM Crprate BND ETF 0.1%
Value ($000) $5,326 Shares 167,319 Est. Cost $31.83 Unrealized
JPST JPMorgan Ultra Short Income ETF 0.1%
Value ($000) $5,267 Shares 104,772 Est. Cost $50.60 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.1%
Value ($000) $5,193 Shares 34,198 Est. Cost $120.98 Unrealized
IBM IBM Corp 0.1%
Value ($000) $4,937 Shares 35,039 Est. Cost $107.14 Unrealized +14.8%
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $4,894 Shares 24,014 Est. Cost $172.68 Unrealized
VTIP Vanguard SHRT Inf Prot Sec Index ETF 0.1%
Value ($000) $4,805 Shares 102,867 Est. Cost $48.10 Unrealized
TIP iShares TIPS Bond ETF 0.1%
Value ($000) $4,736 Shares 44,499 Est. Cost $126.65 Unrealized
MMM 3M Co 0.1%
Value ($000) $4,712 Shares 39,295 Est. Cost $119.35 Unrealized -24.0%
TGT Target Corp 0.1%
Value ($000) $4,687 Shares 31,448 Est. Cost $68.51 Unrealized +105.7%
SPSB SPDR Short Term Corporate BND ETF 0.1%
Value ($000) $4,654 Shares 158,417 Est. Cost $29.39 Unrealized
IJH iShares Core S&P Mid Cap ETF 0.1%
Value ($000) $4,636 Shares 19,167 Est. Cost $227.49 Unrealized
TSLA Tesla Inc 0.1%
Value ($000) $4,519 Shares 36,685 Est. Cost $281.30 Unrealized -32.7%
YUM Yum Brands Inc 0.1%
Value ($000) $4,509 Shares 35,206 Est. Cost $116.04 Unrealized -1.7%
CTAS Cintas Corp 0.1%
Value ($000) $4,323 Shares 9,571 Est. Cost $51.50 Unrealized +104.3%
KMB Kimberly Clark Corp 0.1%
Value ($000) $4,087 Shares 29,851 Est. Cost $93.22 Unrealized +20.9%
SCHX Schwab US Large Cap ETF 0.1%
Value ($000) $4,030 Shares 89,247 Est. Cost $57.92 Unrealized
SCHZ Schwab US Aggregate Bond ETF 0.1%
Value ($000) $3,966 Shares 86,886 Est. Cost $52.89 Unrealized
TPL Texas Pacific Land Corp 0.1%
Value ($000) $3,927 Shares 1,675 Est. Cost $117.17 Unrealized +118.4%
VFH Vanguard Financials ETF 0.1%
Value ($000) $3,695 Shares 44,664 Est. Cost $70.55 Unrealized
Duke Energy Co 5.625PFD 0.1%
Value ($000) $3,622 Shares 158,850 Est. Cost $26.62 Unrealized
HON Honeywell Intl Inc 0.1%
Value ($000) $3,359 Shares 15,676 Est. Cost $130.47 Unrealized +37.0%
Nuveen Ohio QLTY MNCPL I 0.1%
Value ($000) $3,233 Shares 254,777 Est. Cost $15.15 Unrealized
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $3,190 Shares 18,298 Est. Cost $151.04 Unrealized
BY Byline Bancorp Inc Com 0.1%
Value ($000) $3,082 Shares 134,158 Est. Cost $24.67 Unrealized -13.7%
SCZ iShares MSCI EAFE Small Cap ETF 0.1%
Value ($000) $3,065 Shares 54,268 Est. Cost $57.06 Unrealized
IVW iShares S&P 500 Growth ETF 0.1%
Value ($000) $3,054 Shares 52,211 Est. Cost $64.35 Unrealized
EAGG iShares Esg Aware US Aggrgt BND ETF 0.1%
Value ($000) $2,970 Shares 63,547 Est. Cost $54.64 Unrealized
V Visa Inc Class A 0.1%
Value ($000) $2,959 Shares 14,241 Est. Cost $161.40 Unrealized +22.0%
ORCL Oracle Corp 0.1%
Value ($000) $2,916 Shares 35,674 Est. Cost $44.92 Unrealized +62.9%
VTWV Vanguard Russell 2000 Value ETF 0.1%
Value ($000) $2,907 Shares 23,870 Est. Cost $139.80 Unrealized
BKLN Invesco Senior Loan ETF 0.1%
Value ($000) $2,887 Shares 140,631 Est. Cost $20.53 Unrealized
CSCO Cisco Systems Inc 0.1%
Value ($000) $2,860 Shares 60,043 Est. Cost $41.01 Unrealized +1.1%
Public Storage 5.6 PFD PFD Ser H 0.1%
Value ($000) $2,774 Shares 119,101 Est. Cost $27.18 Unrealized
XLV Select Sector Health Care SPDR ETF 0.1%
Value ($000) $2,729 Shares 20,087 Est. Cost $86.99 Unrealized
VYM Vanguard High Dividend Yield ETF 0.1%
Value ($000) $2,706 Shares 25,007 Est. Cost $82.79 Unrealized
Fifth Third 6.625 PFD PFD Ser I 0.1%
Value ($000) $2,658 Shares 106,724 Est. Cost $27.57 Unrealized
Centergroup Financial In C 0.1%
Value ($000) $2,646 Shares 42,742 Est. Cost $61.90 Unrealized
VDC Vanguard Consumer Staple ETF 0.1%
Value ($000) $2,637 Shares 13,764 Est. Cost $134.99 Unrealized
VGT Vanguard Information Technology ETF 0.1%
Value ($000) $2,596 Shares 8,127 Est. Cost $263.98 Unrealized
SCHW Charles Schwab Corp 0.1%
Value ($000) $2,579 Shares 30,976 Est. Cost $38.20 Unrealized +94.3%
VTEB Vanguard Muni BND Tax Exempt ETF 0.1%
Value ($000) $2,568 Shares 51,899 Est. Cost $50.87 Unrealized
APD Air Prod & Chemicals 0.1%
Value ($000) $2,568 Shares 8,287 Est. Cost $193.27 Unrealized +34.3%
State Street C 5.9 PFD PFD Ser D 0.0%
Value ($000) $2,439 Shares 101,197 Est. Cost $24.18 Unrealized
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $2,397 Shares 101,271 Est. Cost $25.66 Unrealized
T A T & T Inc 0.0%
Value ($000) $2,361 Shares 128,261 Est. Cost $15.58 Unrealized -3.0%
SCHG Schwab US Large Cap Growth ETF 0.0%
Value ($000) $2,354 Shares 42,371 Est. Cost $66.91 Unrealized
CSX CSX Corp 0.0%
Value ($000) $2,336 Shares 75,392 Est. Cost $27.34 Unrealized +5.1%
NTRS Northern Trust Corp 0.0%
Value ($000) $2,311 Shares 25,891 Est. Cost $75.31 Unrealized +4.8%
Cohen Steers REIT Prefer 0.0%
Value ($000) $2,237 Shares 109,750 Est. Cost $18.47 Unrealized
SCHA Schwab US Small Cap ETF 0.0%
Value ($000) $2,208 Shares 54,504 Est. Cost $55.52 Unrealized
VIS Vanguard Industrials ETF 0.0%
Value ($000) $2,190 Shares 11,990 Est. Cost $139.44 Unrealized
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $2,179 Shares 15,710 Est. Cost $116.69 Unrealized
COP Conocophillips 0.0%
Value ($000) $2,093 Shares 17,630 Est. Cost $45.53 Unrealized +140.3%
IYW iShares US Technology ETF 0.0%
Value ($000) $2,080 Shares 27,922 Est. Cost $124.05 Unrealized
PM Philip Morris Intl 0.0%
Value ($000) $2,079 Shares 20,284 Est. Cost $67.10 Unrealized +21.2%
PNC PNC Finl Services 0.0%
Value ($000) $2,059 Shares 13,036 Est. Cost $124.01 Unrealized +12.3%
SCHM Charles Schwab US MC ETF 0.0%
Value ($000) $2,056 Shares 31,336 Est. Cost $54.57 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.0%
Value ($000) $1,946 Shares 46,370 Est. Cost $42.44 Unrealized
KR Kroger Co 0.0%
Value ($000) $1,927 Shares 43,235 Est. Cost $25.35 Unrealized +69.1%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $1,850 Shares 33,846 Est. Cost $53.87 Unrealized -5.6%
DNP Select Income CF 0.0%
Value ($000) $1,818 Shares 160,656 Est. Cost $10.35 Unrealized
VYMI Vanguard Internatnl HGH DIV YLD ETF 0.0%
Value ($000) $1,815 Shares 30,469 Est. Cost $60.76 Unrealized
SYK Stryker Corp 0.0%
Value ($000) $1,795 Shares 7,318 Est. Cost $165.44 Unrealized +32.8%
IWO iShares Russell 2000 Growth ETF 0.0%
Value ($000) $1,720 Shares 8,017 Est. Cost $192.08 Unrealized
BA Boeing Co 0.0%
Value ($000) $1,716 Shares 9,006 Est. Cost $326.20 Unrealized -49.9%
VV Vanguard Large Cap ETF 0.0%
Value ($000) $1,709 Shares 9,808 Est. Cost $165.20 Unrealized
SMB Vaneck Vectors Short Muni ETF 0.0%
Value ($000) $1,697 Shares 100,531 Est. Cost $17.80 Unrealized
VNQ Vanguard Real Estate ETF 0.0%
Value ($000) $1,587 Shares 19,246 Est. Cost $108.54 Unrealized
FLOT iShares Floating Rate Bond ETF 0.0%
Value ($000) $1,556 Shares 30,925 Est. Cost $50.92 Unrealized
MLN Vaneck Vectors Long Muni ETF 0.0%
Value ($000) $1,546 Shares 88,545 Est. Cost $20.78 Unrealized
SUSB iShares Esg Awr 1 5 Y Usd CP BND ETF 0.0%
Value ($000) $1,532 Shares 64,472 Est. Cost $25.92 Unrealized
EEM iShares MSCI Emerging Markets ETF 0.0%
Value ($000) $1,495 Shares 39,446 Est. Cost $45.62 Unrealized
BlackRock Inc 0.0%
Value ($000) $1,468 Shares 2,071 Est. Cost $545.58 Unrealized
XLRE Select Sector SPDR TR Real Estate Select Sector SPDR FD 0.0%
Value ($000) $1,448 Shares 39,216 Est. Cost $37.03 Unrealized
VUSB Vanguard Ultra Short Bond ETF 0.0%
Value ($000) $1,419 Shares 28,965 Est. Cost $50.02 Unrealized
MRSH Marsh & MC Lennan Co 0.0%
Value ($000) $1,409 Shares 8,514 Est. Cost $96.21 Unrealized +62.1%
PSX Phillips 66 0.0%
Value ($000) $1,391 Shares 13,367 Est. Cost $74.88 Unrealized +22.0%
ALL Allstate Corp 0.0%
Value ($000) $1,375 Shares 10,076 Est. Cost $95.10 Unrealized +27.7%
VMC Vulcan Materials Com 0.0%
Value ($000) $1,367 Shares 7,805 Est. Cost $187.02 Unrealized -10.7%
SJM J M Smucker Co 0.0%
Value ($000) $1,359 Shares 8,574 Est. Cost $99.75 Unrealized +33.8%
DCI Donaldson Co 0.0%
Value ($000) $1,335 Shares 22,682 Est. Cost $44.32 Unrealized +22.7%
VCR Vanguard Consumer Discretionary ETF 0.0%
Value ($000) $1,309 Shares 5,976 Est. Cost $219.02 Unrealized
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $1,290 Shares 6,128 Est. Cost $172.72 Unrealized
IEX Idex Corp 0.0%
Value ($000) $1,290 Shares 5,650 Est. Cost $181.08 Unrealized +18.6%
VUG Vanguard Growth ETF 0.0%
Value ($000) $1,288 Shares 6,042 Est. Cost $189.28 Unrealized
IBB iShares Nasdaq Biotechnology ETF 0.0%
Value ($000) $1,283 Shares 9,774 Est. Cost $109.59 Unrealized
The Southern Co 4.95PFD Due 01/30/80 0.0%
Value ($000) $1,260 Shares 64,180 Est. Cost $25.66 Unrealized
XLC Communicat SVS SLCT Sec SPDR ETF 0.0%
Value ($000) $1,248 Shares 26,010 Est. Cost $50.49 Unrealized
CARR Carrier Global Corp 0.0%
Value ($000) $1,246 Shares 30,069 Est. Cost $17.13 Unrealized +126.9%
Public Storage 4.7 PFD PFD Ser J 0.0%
Value ($000) $1,239 Shares 64,175 Est. Cost $25.55 Unrealized
Truist Finl C 5.25 PFD PFD Ser O 0.0%
Value ($000) $1,235 Shares 57,966 Est. Cost $27.65 Unrealized
VHT Vanguard Health Care ETF 0.0%
Value ($000) $1,217 Shares 4,905 Est. Cost $226.20 Unrealized
Walgreens Boots Alli 0.0%
Value ($000) $1,175 Shares 31,443 Est. Cost $61.35 Unrealized
Liberty Media Corp Series C Liberty Sirius 0.0%
Value ($000) $1,153 Shares 29,454 Est. Cost $38.12 Unrealized
PFF iShares Preferred Income Sec ETF 0.0%
Value ($000) $1,127 Shares 36,900 Est. Cost $37.28 Unrealized
BF/B Brown Forman Corp Class B 0.0%
Value ($000) $1,121 Shares 17,011 Est. Cost $49.19 Unrealized +29.4%
IVOO Vanguard S&P Mid Cap 400 ETF 0.0%
Value ($000) $1,110 Shares 6,785 Est. Cost $129.55 Unrealized
Bank Of America 5 PFD PFD Ser LL 0.0%
Value ($000) $1,079 Shares 55,479 Est. Cost $25.34 Unrealized
VT Vanguard Total World Stock ETF 0.0%
Value ($000) $1,076 Shares 12,484 Est. Cost $75.31 Unrealized
The Southern Co 4.2PFD Due 10/15/60 0.0%
Value ($000) $1,059 Shares 61,056 Est. Cost $26.00 Unrealized
ISRG Intuitive Surgical 0.0%
Value ($000) $1,041 Shares 3,923 Est. Cost $281.29 Unrealized -13.3%
WFC Wells Fargo & Co 0.0%
Value ($000) $1,036 Shares 25,079 Est. Cost $46.15 Unrealized -11.5%
MDT Medtronic PLC F 0.0%
Value ($000) $1,034 Shares 13,184 Est. Cost $87.35 Unrealized -15.9%
IYH iShares US Healthcare ETF 0.0%
Value ($000) $1,033 Shares 3,640 Est. Cost $233.58 Unrealized
OTIS Otis Worldwide Corp 0.0%
Value ($000) $990 Shares 12,639 Est. Cost $47.48 Unrealized +47.8%
MLM Martin Marietta Matr 0.0%
Value ($000) $949 Shares 2,807 Est. Cost $205.49 Unrealized +62.9%
AWK American Water Works 0.0%
Value ($000) $924 Shares 6,062 Est. Cost $101.93 Unrealized +32.3%
DVY iShares Select Dividend ETF 0.0%
Value ($000) $921 Shares 7,639 Est. Cost $99.64 Unrealized
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $910 Shares 12,052 Est. Cost $50.77 Unrealized
MPC Marathon Pete Corp 0.0%
Value ($000) $890 Shares 7,646 Est. Cost $43.84 Unrealized +142.8%
BK Bank Of NY Mellon Co 0.0%
Value ($000) $884 Shares 19,419 Est. Cost $43.84 Unrealized -10.5%
HSY Hershey Co 0.0%
Value ($000) $883 Shares 3,813 Est. Cost $91.11 Unrealized +132.8%
QQQ Invesco QQQ Trust 0.0%
Value ($000) $874 Shares 3,282 Est. Cost $312.65 Unrealized
Horizon Therapeutics P F 0.0%
Value ($000) $854 Shares 7,500 Est. Cost $109.39 Unrealized
CVS CVS Health Corp 0.0%
Value ($000) $819 Shares 8,790 Est. Cost $56.31 Unrealized +52.6%
ESGV Vanguard World FD (esg US STK Etf) 0.0%
Value ($000) $811 Shares 12,315 Est. Cost $79.70 Unrealized
Focus Finl Partners 0051 0.0%
Value ($000) $783 Shares 21,002 Est. Cost $42.30 Unrealized
AON Aon PLC F Class A 0.0%
Value ($000) $780 Shares 2,600 Est. Cost $178.56 Unrealized +60.0%
SHW Sherwin Williams Co 0.0%
Value ($000) $775 Shares 3,264 Est. Cost $278.11 Unrealized -19.2%
PCAR Paccar Inc 0.0%
Value ($000) $773 Shares 7,600 Est. Cost $34.62 Unrealized +64.7%
MINT PIMCO Enhanced SHRT Maturty Actv ETF 0.0%
Value ($000) $772 Shares 7,805 Est. Cost $101.82 Unrealized
BAC Bank Of America Corp 0.0%
Value ($000) $763 Shares 23,024 Est. Cost $27.67 Unrealized +14.6%
AMD Advanced Micro 0.0%
Value ($000) $758 Shares 11,695 Est. Cost $119.38 Unrealized -44.7%
PPG PPG Industries Inc 0.0%
Value ($000) $736 Shares 5,854 Est. Cost $118.43 Unrealized -3.3%
MFC Manulife Finl F 0.0%
Value ($000) $724 Shares 40,557 Est. Cost $19.96 Unrealized -14.6%
SO Southern Co 0.0%
Value ($000) $715 Shares 10,011 Est. Cost $42.72 Unrealized +39.6%
Barcl Bank iPath Pure Be Bro Com ETN 0.0%
Value ($000) $697 Shares 15,262 Est. Cost $39.12 Unrealized
FMC F M C Corp 0.0%
Value ($000) $684 Shares 5,458 Est. Cost $60.69 Unrealized +78.5%
DOV Dover Corp 0.0%
Value ($000) $683 Shares 5,047 Est. Cost $95.72 Unrealized +33.5%
GWW WW Grainger Inc 0.0%
Value ($000) $673 Shares 1,209 Est. Cost $254.60 Unrealized +115.4%
ADBE Adobe Inc 0.0%
Value ($000) $666 Shares 1,979 Est. Cost $341.53 Unrealized -6.4%
MO Altria Group Inc 0.0%
Value ($000) $664 Shares 14,223 Est. Cost $33.95 Unrealized +3.2%
CAT Caterpillar Inc 0.0%
Value ($000) $655 Shares 2,733 Est. Cost $130.53 Unrealized +58.3%
Nuveen Arizona QLTY MNCP 0.0%
Value ($000) $654 Shares 58,600 Est. Cost $13.93 Unrealized
CMG Chipotle Mexican GRL 0.0%
Value ($000) $651 Shares 469 Est. Cost $9.86 Unrealized +203.0%
SPLV Invesco S&P 500 Low Volatility ETF 0.0%
Value ($000) $647 Shares 10,121 Est. Cost $62.00 Unrealized
MAR Marriott Intl Inc Class A 0.0%
Value ($000) $636 Shares 4,273 Est. Cost $131.30 Unrealized +13.6%
Kellogg Co 0.0%
Value ($000) $629 Shares 8,836 Est. Cost $45.84 Unrealized +32.9%
PH Parker-Hannifin Corp 0.0%
Value ($000) $622 Shares 2,139 Est. Cost $289.92 Unrealized -5.0%
IYJ iShares US Industrials ETF 0.0%
Value ($000) $621 Shares 6,436 Est. Cost $112.76 Unrealized
MCO Moodys Corp Com 0.0%
Value ($000) $613 Shares 2,199 Est. Cost $200.94 Unrealized +32.6%
Nuveen Clifornia Qulty M 0.0%
Value ($000) $603 Shares 54,500 Est. Cost $13.97 Unrealized
HBAN Huntington Bancshs 0.0%
Value ($000) $603 Shares 42,288 Est. Cost $9.88 Unrealized +26.5%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $598 Shares 3,902 Est. Cost $112.67 Unrealized
Neuberger Berman Municip 0.0%
Value ($000) $594 Shares 56,708 Est. Cost $15.04 Unrealized
EG Everest Re Group LTD F 0.0%
Value ($000) $592 Shares 1,787 Est. Cost $221.80 Unrealized +33.3%
NVDA Nvidia Corp 0.0%
Value ($000) $587 Shares 4,015 Est. Cost $25.78 Unrealized -43.2%
SWK Stanley Black & Deck 0.0%
Value ($000) $579 Shares 7,703 Est. Cost $152.73 Unrealized -54.9%
DNLI Denali Therapeutics I N 0.0%
Value ($000) $578 Shares 20,780 Est. Cost $45.72 Unrealized -34.9%
MCK Mckesson Corp 0.0%
Value ($000) $575 Shares 1,531 Est. Cost $151.58 Unrealized +142.2%
GIS General Mills Inc 0.0%
Value ($000) $569 Shares 6,791 Est. Cost $46.33 Unrealized +57.4%
MCHP Microchip Technology 0.0%
Value ($000) $561 Shares 7,987 Est. Cost $57.62 Unrealized +10.9%
Prudential Fin 5.625PFD Due 08/15/58 0.0%
Value ($000) $561 Shares 22,900 Est. Cost $27.16 Unrealized
JNK SPDR Bloomberg Barclays High Yield Bond ETF 0.0%
Value ($000) $560 Shares 6,218 Est. Cost $96.46 Unrealized
BSM Black Stone Minerals LP 0.0%
Value ($000) $552 Shares 32,746 Est. Cost $6.68 Unrealized
Fifth Third B 4.95 PFD PFD Ser K 0.0%
Value ($000) $542 Shares 26,860 Est. Cost $26.25 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $537 Shares 16,219 Est. Cost $24.72 Unrealized +21.1%
PSA Public Storage REIT 0.0%
Value ($000) $532 Shares 1,900 Est. Cost $204.55 Unrealized +25.4%
AVY Avery Dennison Corp 0.0%
Value ($000) $526 Shares 2,908 Est. Cost $198.94 Unrealized -15.4%
GE General Electric Co 0.0%
Value ($000) $515 Shares 6,142 Est. Cost $62.12 Unrealized -22.1%
CME Cme Group Inc Class A 0.0%
Value ($000) $514 Shares 2,978 Est. Cost $183.37 Unrealized -17.7%
ITOT iShares Total US Stock Market ETF 0.0%
Value ($000) $514 Shares 6,057 Est. Cost $79.72 Unrealized
XLF Select STR Financial Select SPDR ETF 0.0%
Value ($000) $510 Shares 14,914 Est. Cost $29.02 Unrealized
CI CIGNA Corp 0.0%
Value ($000) $508 Shares 1,534 Est. Cost $171.38 Unrealized +74.4%
Liberty Media Corp Series A Liberty Sirius 0.0%
Value ($000) $506 Shares 12,867 Est. Cost $38.43 Unrealized
VSGX Vanguard Esg Internatnl Stock ETF 0.0%
Value ($000) $497 Shares 10,105 Est. Cost $44.50 Unrealized
VFC VF Corp 0.0%
Value ($000) $497 Shares 17,992 Est. Cost $73.11 Unrealized -59.8%
LBRDK Liberty Broadband Co Class C 0.0%
Value ($000) $492 Shares 6,453 Est. Cost $101.58 Unrealized -25.0%
ELV Elevance Health, Inc 0.0%
Value ($000) $488 Shares 951 Est. Cost $221.66 Unrealized +118.6%
MS Morgan Stanley 0.0%
Value ($000) $486 Shares 5,721 Est. Cost $59.54 Unrealized +29.0%
GLD SPDR Gold Shares ETF 0.0%
Value ($000) $486 Shares 2,862 Est. Cost $170.96 Unrealized
D Dominion Energy Inc 0.0%
Value ($000) $482 Shares 7,854 Est. Cost $58.47 Unrealized -8.2%
VXUS Vanguard Total International STK ETF 0.0%
Value ($000) $481 Shares 9,292 Est. Cost $53.18 Unrealized
TXN Texas Instruments 0.0%
Value ($000) $480 Shares 2,904 Est. Cost $116.79 Unrealized +30.1%
IWF iShares Russell 1000 Growth ETF 0.0%
Value ($000) $479 Shares 2,235 Est. Cost $160.99 Unrealized
EW Edwards Lifesciences 0.0%
Value ($000) $476 Shares 6,375 Est. Cost $64.94 Unrealized +18.7%
GS Goldman Sachs Group 0.0%
Value ($000) $457 Shares 1,331 Est. Cost $242.86 Unrealized +32.4%
GPC Genuine Parts Co 0.0%
Value ($000) $456 Shares 2,612 Est. Cost $83.67 Unrealized +90.2%
CRSP Crispr Therapeutics F 0.0%
Value ($000) $451 Shares 11,100 Est. Cost $79.31 Unrealized -33.1%
HUBB Hubbell Inc 0.0%
Value ($000) $446 Shares 1,900 Est. Cost $166.84 Unrealized +37.5%
IYM iShares US Basic Materials ETF 0.0%
Value ($000) $433 Shares 3,467 Est. Cost $103.16 Unrealized
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $432 Shares 3,455 Est. Cost $102.17 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $431 Shares 4,263 Est. Cost $102.95 Unrealized -3.3%
American Financial Group Inc 0.0%
Value ($000) $422 Shares 19,460 Est. Cost $28.49 Unrealized
TFC Truist Finl Corp 0.0%
Value ($000) $390 Shares 9,063 Est. Cost $40.55 Unrealized -8.6%
SCHV Schwab US Large Cap Value ETF 0.0%
Value ($000) $384 Shares 5,823 Est. Cost $54.23 Unrealized
DD DuPont De Nemours Inc 0.0%
Value ($000) $383 Shares 5,575 Est. Cost $26.57 Unrealized -5.9%
EEMV Ishs MSCI Emerg MRKT Min Vol FCT ETF 0.0%
Value ($000) $380 Shares 7,155 Est. Cost $62.34 Unrealized
MSI Motorola Solutions 0.0%
Value ($000) $378 Shares 1,463 Est. Cost $159.46 Unrealized +51.2%
Unilever PLC F Sponsored ADR 0.0%
Value ($000) $371 Shares 7,362 Est. Cost $58.94 Unrealized
HRB H & R Block 0.0%
Value ($000) $368 Shares 10,000 Est. Cost $20.60 Unrealized +79.5%
CM CDN Imperial BK Comm F 0.0%
Value ($000) $366 Shares 8,896 Est. Cost $47.11 Unrealized -19.1%
EL Estee Lauder Co Inc Class A 0.0%
Value ($000) $364 Shares 1,469 Est. Cost $196.57 Unrealized +7.3%
DSI iShares MSCI KLD 400 Social Indx ETF 0.0%
Value ($000) $364 Shares 5,073 Est. Cost $89.03 Unrealized
SHM SPDR Nuveen Bloomberg Barclays Short Term Muni Bond ETF 0.0%
Value ($000) $362 Shares 7,715 Est. Cost $47.02 Unrealized
GLW Corning Inc 0.0%
Value ($000) $356 Shares 11,160 Est. Cost $26.21 Unrealized +13.4%
A Agilent Technologies Inc Com 0.0%
Value ($000) $354 Shares 2,359 Est. Cost $156.90 Unrealized -11.0%
FSLR First Solar Inc 0.0%
Value ($000) $352 Shares 2,350 Est. Cost $75.32 Unrealized +96.7%
ICE Intercontinental Exc 0.0%
Value ($000) $351 Shares 3,420 Est. Cost $122.87 Unrealized -22.3%
EUSB iShares ESG Advanced TTL USD BND ETF 0.0%
Value ($000) $347 Shares 8,233 Est. Cost $42.20 Unrealized
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.0%
Value ($000) $341 Shares 5,222 Est. Cost $65.65 Unrealized
AJG Arthur J Gallagher&c 0.0%
Value ($000) $340 Shares 1,804 Est. Cost $88.05 Unrealized +106.2%
SLB Schlumberger LTD F 0.0%
Value ($000) $338 Shares 6,298 Est. Cost $36.06 Unrealized +27.8%
CNI Canadian Natl Railwy F 0.0%
Value ($000) $330 Shares 2,776 Est. Cost $113.13 Unrealized -0.8%
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $327 Shares 3,945 Est. Cost $87.73 Unrealized
CAH Cardinal Health Inc 0.0%
Value ($000) $327 Shares 4,229 Est. Cost $38.24 Unrealized +87.1%
HPQ HP Inc. 0.0%
Value ($000) $326 Shares 12,015 Est. Cost $24.35 Unrealized +0.9%
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $326 Shares 1,475 Est. Cost $196.35 Unrealized
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $325 Shares 2,141 Est. Cost $138.16 Unrealized
TAK Takeda Pharma Co F Sponsored ADR 0.0%
Value ($000) $324 Shares 20,781 Est. Cost $13.63 Unrealized
LYTS L S I Industries Inc 0.0%
Value ($000) $321 Shares 26,256 Est. Cost $7.55 Unrealized +32.5%
L Loews Corp 0.0%
Value ($000) $321 Shares 5,500 Est. Cost $48.63 Unrealized +13.4%
DOW Dow Inc 0.0%
Value ($000) $314 Shares 6,240 Est. Cost $39.60 Unrealized +2.3%
VIOO Vanguard S&P Small Cap 600 ETF 0.0%
Value ($000) $314 Shares 1,810 Est. Cost $185.97 Unrealized
FCNCA First Citizens BKSH Class A 0.0%
Value ($000) $307 Shares 405 Est. Cost $423.56 Unrealized +88.0%
JPMorgan Chase &co 0.0%
Value ($000) $306 Shares 13,095 Est. Cost $24.43 Unrealized
CHH Choice Hotels Intl 0.0%
Value ($000) $305 Shares 2,700 Est. Cost $138.14 Unrealized -16.1%
SHEL Shell PLC F Unsponsored ADR 0.0%
Value ($000) $303 Shares 5,316 Est. Cost $54.80 Unrealized
TGTX TG Therapeutics Inc. 0.0%
Value ($000) $296 Shares 25,000 Est. Cost $6.56 Unrealized +10.7%
IYC iShares U.S. Consumer Services ETF 0.0%
Value ($000) $294 Shares 5,168 Est. Cost $83.29 Unrealized
BILL Bill Com HLDGS Inc 0.0%
Value ($000) $281 Shares 2,577 Est. Cost $276.70 Unrealized -56.6%
PYPL Paypal Holdings Incorpor 0.0%
Value ($000) $279 Shares 3,921 Est. Cost $135.87 Unrealized -41.2%
GILD Gilead Sciences Inc 0.0%
Value ($000) $277 Shares 3,224 Est. Cost $57.35 Unrealized +23.4%
OSBC Old Second BNCP Inc 0.0%
Value ($000) $274 Shares 17,111 Est. Cost $12.35 Unrealized +23.5%
NTAP Netapp Inc 0.0%
Value ($000) $270 Shares 4,500 Est. Cost $44.97 Unrealized +37.0%
SWKS Skyworks Solutions 0.0%
Value ($000) $260 Shares 2,855 Est. Cost $68.44 Unrealized +18.7%
XLE Energy Select Sector SPDR ETF 0.0%
Value ($000) $250 Shares 2,862 Est. Cost $76.00 Unrealized
TFX Teleflex Incorporate 0.0%
Value ($000) $248 Shares 996 Est. Cost $257.91 Unrealized -16.5%
REGN Regeneron Pharms Inc 0.0%
Value ($000) $248 Shares 344 Est. Cost $409.75 Unrealized +79.1%
WBD Warner Brothers Discover 0.0%
Value ($000) $246 Shares 25,932 Est. Cost $15.95 Unrealized -29.2%
AFG American Financial Group, Inc 0.0%
Value ($000) $241 Shares 1,758 Est. Cost $101.26 Unrealized +8.9%
MU Micron Technology 0.0%
Value ($000) $239 Shares 4,777 Est. Cost $73.67 Unrealized -27.0%
VSS VGRD FTSE All WRLD Ex US SML Cap ETF 0.0%
Value ($000) $239 Shares 2,326 Est. Cost $102.88 Unrealized
Arixa Secured Income 0.0%
Value ($000) $238 Shares 238,463 Est. Cost $1.00 Unrealized
SPDW SPDR Portfolio DVLPD WRLD Ex-US ETF 0.0%
Value ($000) $238 Shares 8,024 Est. Cost $30.46 Unrealized
SYF Synchrony Finl 0.0%
Value ($000) $235 Shares 7,164 Est. Cost $35.71 Unrealized -10.7%
SCHO Schwab Short Term US Treasury ETF 0.0%
Value ($000) $235 Shares 4,873 Est. Cost $50.30 Unrealized
AEP Amer Electric PWR Co 0.0%
Value ($000) $233 Shares 2,450 Est. Cost $59.51 Unrealized +35.9%
LBRDA Liberty Broadband Corp Series A 0.0%
Value ($000) $232 Shares 3,063 Est. Cost $99.20 Unrealized -23.1%
SUSA iShares MSCI USA Esg Select ETF 0.0%
Value ($000) $232 Shares 2,820 Est. Cost $97.88 Unrealized
CLX Clorox Co 0.0%
Value ($000) $231 Shares 1,647 Est. Cost $142.98 Unrealized -10.6%
BNDX Vanguard Total International BND ETF 0.0%
Value ($000) $229 Shares 4,820 Est. Cost $53.60 Unrealized
WU Western Union Co 0.0%
Value ($000) $226 Shares 16,430 Est. Cost $22.92 Unrealized
PLD Prologis Inc. REIT 0.0%
Value ($000) $226 Shares 2,006 Est. Cost $98.91 Unrealized +1.3%
MAC The Macerich Co REIT 0.0%
Value ($000) $225 Shares 20,000 Est. Cost $17.28 Unrealized
BN Brookfield Corp F Class A 0.0%
Value ($000) $224 Shares 7,114 Est. Cost $21.90 Unrealized 0.0%
BKNG Booking Holdings Inc 0.0%
Value ($000) $224 Shares 111 Est. Cost $2285.68 Unrealized -18.3%
C T I Biopharma Corp 0.0%
Value ($000) $223 Shares 37,037 Est. Cost $5.82 Unrealized
HPE Hewlett Packard Enterpri 0.0%
Value ($000) $219 Shares 13,627 Est. Cost $12.70 Unrealized +6.1%
BOND PIMCO Active Bond ETF 0.0%
Value ($000) $218 Shares 2,397 Est. Cost $104.50 Unrealized
ZBH Zimmer Biomet HLDGS 0.0%
Value ($000) $216 Shares 1,692 Est. Cost $111.71 Unrealized +1.0%
FAST Fastenal Co 0.0%
Value ($000) $216 Shares 4,560 Est. Cost $13.59 Unrealized +66.5%
QUAL iShares MSCI USA QLTY Fact ETF 0.0%
Value ($000) $212 Shares 1,864 Est. Cost $122.33 Unrealized
Liberty Global Inc F Class C 0.0%
Value ($000) $210 Shares 10,820 Est. Cost $20.06 Unrealized
BXP Boston Properties REIT 0.0%
Value ($000) $208 Shares 3,041 Est. Cost $85.13 Unrealized -31.0%
TMFG Motley Fool Global Opportunities ETF 0.0%
Value ($000) $208 Shares 9,095 Est. Cost $32.08 Unrealized
The Charles S 5.95 PFD PFD Ser D 0.0%
Value ($000) $205 Shares 8,705 Est. Cost $25.48 Unrealized
NXPI NXP Semiconductors F 0.0%
Value ($000) $205 Shares 1,290 Est. Cost $103.74 Unrealized +44.0%
OHI Omega Hlthcare Invts REIT 0.0%
Value ($000) $204 Shares 7,300 Est. Cost $37.36 Unrealized
SVB Finl Group 0.0%
Value ($000) $204 Shares 885 Est. Cost $240.01 Unrealized
MTUM iShares TR Edge MSCI USA Momentum Factor ETF 0.0%
Value ($000) $203 Shares 1,390 Est. Cost $138.20 Unrealized
DIA SPDR Dow Jones Indl (average Et Ut Ser 1) 0.0%
Value ($000) $199 Shares 600 Est. Cost $326.64 Unrealized
EOG Eog Resources Inc 0.0%
Value ($000) $194 Shares 1,494 Est. Cost $70.69 Unrealized +66.7%
PFG Principal Finl 0.0%
Value ($000) $192 Shares 2,288 Est. Cost $62.90 Unrealized +21.8%
CBRE Cbre Group Inc Class A 0.0%
Value ($000) $189 Shares 2,451 Est. Cost $49.75 Unrealized +48.5%
Discover Finl S 0.0%
Value ($000) $188 Shares 1,926 Est. Cost $105.06 Unrealized
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $188 Shares 3,767 Est. Cost $48.95 Unrealized
AYI Acuity Brands Inc 0.0%
Value ($000) $186 Shares 1,125 Est. Cost $203.61 Unrealized -13.5%
CTVA Corteva Inc 0.0%
Value ($000) $182 Shares 3,097 Est. Cost $49.61 Unrealized +23.3%
FBIN Fortune Brands HM&S 0.0%
Value ($000) $181 Shares 3,175 Est. Cost $53.05 Unrealized -6.0%
BX Blackstone Group Inc 0.0%
Value ($000) $180 Shares 2,426 Est. Cost $49.48 Unrealized +58.9%
APH Amphenol Corp Class A 0.0%
Value ($000) $179 Shares 2,350 Est. Cost $36.91 Unrealized -0.4%
BlackRock Core Bond CF 0.0%
Value ($000) $179 Shares 17,258 Est. Cost $13.13 Unrealized
WY Weyerhaeuser Co REIT 0.0%
Value ($000) $177 Shares 5,719 Est. Cost $21.39 Unrealized +28.9%
STX Seagate Technology HLDGS PB LTD Co 0.0%
Value ($000) $175 Shares 3,285 Est. Cost $77.58 Unrealized -38.1%
ADSK Autodesk Inc 0.0%
Value ($000) $175 Shares 937 Est. Cost $160.09 Unrealized +25.4%
HYG iShares iBoxx High Yield Bond ETF 0.0%
Value ($000) $175 Shares 2,373 Est. Cost $76.93 Unrealized
IYE iShares US Energy ETF 0.0%
Value ($000) $174 Shares 3,750 Est. Cost $40.92 Unrealized
KONG Formidable Fortress ETF 0.0%
Value ($000) $174 Shares 7,372 Est. Cost $22.02 Unrealized
LQD iShares iBoxx Invt Grade Bond ETF 0.0%
Value ($000) $172 Shares 1,629 Est. Cost $123.35 Unrealized
IBKR Interactive Brokers Class A 0.0%
Value ($000) $171 Shares 2,360 Est. Cost $16.85 Unrealized +9.0%
MDU M D U Resources GRP 0.0%
Value ($000) $168 Shares 5,500 Est. Cost $9.45 Unrealized +8.6%
ESLT Elbit Systems LTD F 0.0%
Value ($000) $165 Shares 1,000 Est. Cost $182.23 Unrealized +0.1%
ISCB iShares Morningstar Small Cap ETF 0.0%
Value ($000) $164 Shares 3,600 Est. Cost $81.85 Unrealized
SHY iShares 1-3 Year Treasry Bond ETF 0.0%
Value ($000) $164 Shares 2,018 Est. Cost $86.33 Unrealized
ES Eversource Energy 0.0%
Value ($000) $164 Shares 1,953 Est. Cost $72.86 Unrealized -5.3%
The Allstate Cor 5.1PFD Due 01/15/53 0.0%
Value ($000) $160 Shares 6,455 Est. Cost $26.41 Unrealized
Marathon Oil Corporation 0.0%
Value ($000) $160 Shares 5,900 Est. Cost $25.11 Unrealized
CHE Chemed Corp 0.0%
Value ($000) $156 Shares 305 Est. Cost $473.20 Unrealized +1.7%
SCHP Schwab US TIPS ETF 0.0%
Value ($000) $154 Shares 2,981 Est. Cost $54.64 Unrealized
ESGU iShares Esg Aware MSCI USA ETF 0.0%
Value ($000) $153 Shares 1,803 Est. Cost $86.24 Unrealized
DFAC Dimensional U S Core Equity 2 ETF 0.0%
Value ($000) $152 Shares 6,248 Est. Cost $26.98 Unrealized
SRCE First Source Corp 0.0%
Value ($000) $151 Shares 2,850 Est. Cost $46.25 Unrealized
LUV Southwest Airlines 0.0%
Value ($000) $148 Shares 4,392 Est. Cost $44.72 Unrealized -25.0%
O Realty Incm Corp REIT 0.0%
Value ($000) $146 Shares 2,287 Est. Cost $55.33 Unrealized -5.6%
GOVT iShares US Treasury Bond ETF 0.0%
Value ($000) $145 Shares 6,381 Est. Cost $23.36 Unrealized
Public Storage PFD SHS Ser Q 0.0%
Value ($000) $144 Shares 8,800 Est. Cost $16.69 Unrealized
Total Se F Sponsored ADR 0.0%
Value ($000) $144 Shares 2,288 Est. Cost $51.27 Unrealized
Liberty Media Corp Series C Liberty Braves 0.0%
Value ($000) $143 Shares 4,451 Est. Cost $27.68 Unrealized
Iteris Inc New Com 0.0%
Value ($000) $141 Shares 45,366 Est. Cost $4.00 Unrealized
Gamco Invest 5.375 PFD PFD Ser A 0.0%
Value ($000) $141 Shares 6,100 Est. Cost $25.01 Unrealized
PHO Invesco Water Resources ETF 0.0%
Value ($000) $139 Shares 2,700 Est. Cost $53.02 Unrealized
AGCO A G C O Corp 0.0%
Value ($000) $139 Shares 1,000 Est. Cost $109.55 Unrealized +2.0%
U.S. Bancorp 5.5 PFD PFD 0.0%
Value ($000) $136 Shares 6,025 Est. Cost $26.86 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $136 Shares 560 Est. Cost $196.64 Unrealized +12.3%
WAFD Washington Federal 0.0%
Value ($000) $134 Shares 3,993 Est. Cost $29.01 Unrealized +7.3%
EPI Wisdomtree India Earnings ETF 0.0%
Value ($000) $134 Shares 4,100 Est. Cost $36.01 Unrealized
C Citigroup Inc 0.0%
Value ($000) $134 Shares 2,953 Est. Cost $53.98 Unrealized -24.9%
DRI Darden Restaurants 0.0%
Value ($000) $133 Shares 962 Est. Cost $121.42 Unrealized +4.0%
OUNZ Vaneck Merk Gold ETF 0.0%
Value ($000) $133 Shares 7,500 Est. Cost $18.83 Unrealized
GM General Motors Co 0.0%
Value ($000) $132 Shares 3,912 Est. Cost $50.79 Unrealized -29.6%
WTRG Essential Utils Inc 0.0%
Value ($000) $130 Shares 2,731 Est. Cost $48.23 Unrealized -6.1%
AL Air Lease Corp Class A 0.0%
Value ($000) $128 Shares 3,325 Est. Cost $35.98 Unrealized -5.7%
EFV iShares MSCI EAFE Value ETF 0.0%
Value ($000) $128 Shares 2,797 Est. Cost $43.68 Unrealized
XIFR Nextera Energy Partne LP 0.0%
Value ($000) $126 Shares 1,800 Est. Cost $76.88 Unrealized -2.6%
Shockwave Medical Inc 0.0%
Value ($000) $126 Shares 612 Est. Cost $207.04 Unrealized
Morgan Stanley Dep SHS Repstg 1/1000TH PFD Ser I FXD To FLT Non Cum DIV 6.375 Freq QRTLY Perp MTY Call25 0.0%
Value ($000) $124 Shares 5,113 Est. Cost $26.78 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $124 Shares 847 Est. Cost $141.55 Unrealized +0.2%
ORLY O Reilly Automotive 0.0%
Value ($000) $122 Shares 145 Est. Cost $44.32 Unrealized +21.3%
BMO Bank Montreal Que F 0.0%
Value ($000) $120 Shares 1,330 Est. Cost $98.30 Unrealized -17.6%
ESGD iShares TR Esg Aw (msci Eafe) 0.0%
Value ($000) $120 Shares 1,819 Est. Cost $73.75 Unrealized
DLN Wisdomtree US Largecap Dividend ETF 0.0%
Value ($000) $118 Shares 1,900 Est. Cost $65.72 Unrealized
NOC Northrop Grumman Co 0.0%
Value ($000) $117 Shares 214 Est. Cost $391.17 Unrealized +26.6%
FFBC First Finl Bancorp 0.0%
Value ($000) $116 Shares 4,782 Est. Cost $21.28 Unrealized +1.9%
MTB M & T Bank Corp 0.0%
Value ($000) $115 Shares 796 Est. Cost $138.84 Unrealized +6.4%
AVGO Broadcom Inc 0.0%
Value ($000) $115 Shares 206 Est. Cost $54.41 Unrealized -12.5%
AMAT Applied Materials 0.0%
Value ($000) $115 Shares 1,177 Est. Cost $132.17 Unrealized -29.4%
Lordstown MTRS Corp 0.0%
Value ($000) $114 Shares 100,000 Est. Cost $1.59 Unrealized
DKNG Draftkings Inc New Class A 0.0%
Value ($000) $114 Shares 10,000 Est. Cost $14.08 Unrealized -1.2%
FCX Freeport-Mcmoran Inc 0.0%
Value ($000) $114 Shares 2,990 Est. Cost $41.66 Unrealized -19.6%
FTNT Fortinet Inc 0.0%
Value ($000) $112 Shares 2,295 Est. Cost $57.37 Unrealized -9.2%
NTR Nutrien LTD F 0.0%
Value ($000) $112 Shares 1,521 Est. Cost $73.42 Unrealized -3.1%
Vornado Realt 5.25 PFD PFD Ser N 0.0%
Value ($000) $111 Shares 6,675 Est. Cost $26.82 Unrealized
ADUS Addus Homecare Corp 0.0%
Value ($000) $109 Shares 1,100 Est. Cost $80.41 Unrealized +30.0%
AEE Ameren Corp 0.0%
Value ($000) $109 Shares 1,229 Est. Cost $77.82 Unrealized -2.2%
CHTR Charter Communicatn Class A 0.0%
Value ($000) $108 Shares 319 Est. Cost $412.49 Unrealized -14.8%
OGE O G E Energy CP HLDG 0.0%
Value ($000) $106 Shares 2,674 Est. Cost $37.92 Unrealized 0.0%
MUNI PIMCO Intrmediate Muni Bond Actv ETF 0.0%
Value ($000) $106 Shares 2,050 Est. Cost $51.84 Unrealized
BIL SPDR Ser TR SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 0.0%
Value ($000) $105 Shares 1,147 Est. Cost $91.47 Unrealized
F Ford Motor Co 0.0%
Value ($000) $105 Shares 9,017 Est. Cost $14.13 Unrealized -28.7%
BP BP PLC F Sponsored ADR 0.0%
Value ($000) $105 Shares 2,992 Est. Cost $30.59 Unrealized
ROST Ross Stores Inc 0.0%
Value ($000) $102 Shares 875 Est. Cost $91.57 Unrealized +7.6%
SCHC Schwab Internatnal Small Cap Eqy ETF 0.0%
Value ($000) $101 Shares 3,223 Est. Cost $37.26 Unrealized
CTRA Coterra Energy Inc. 0.0%
Value ($000) $101 Shares 4,120 Est. Cost $19.88 Unrealized +22.4%
TMRAY Tomra Systems Asa Spon A D R 0.0%
Value ($000) $101 Shares 6,000 Est. Cost $19.67 Unrealized
Gabelli Equity T 5 PFD PFD Ser H 0.0%
Value ($000) $98 Shares 4,500 Est. Cost $24.97 Unrealized
America Movil Sab F Sponsored ADR 0.0%
Value ($000) $98 Shares 5,400 Est. Cost $21.15 Unrealized
ADM Archer Daniels Midland C 0.0%
Value ($000) $98 Shares 1,056 Est. Cost $69.63 Unrealized +20.1%
BNTX Biontech Se F Unsponsored ADR 0.0%
Value ($000) $98 Shares 650 Est. Cost $134.88 Unrealized
NUDM Nuveen Esg Inter DVLP MKT Eqy ETF 0.0%
Value ($000) $96 Shares 3,735 Est. Cost $25.80 Unrealized
MDYV SPDR S&P 400 Mid Cap Value ETF 0.0%
Value ($000) $96 Shares 1,487 Est. Cost $64.24 Unrealized
J Jacobs Solutions Inc 0.0%
Value ($000) $96 Shares 800 Est. Cost $100.68 Unrealized -5.0%
RIO Rio Tinto PLC F Sponsored ADR 0.0%
Value ($000) $96 Shares 1,345 Est. Cost $84.54 Unrealized
SPEM SPDR Index Shares Emerg Markt ETF 0.0%
Value ($000) $95 Shares 2,895 Est. Cost $32.63 Unrealized
INFY Infosys LTD F Sponsored ADR 0.0%
Value ($000) $95 Shares 5,280 Est. Cost $24.89 Unrealized
TD Toronto-Dominion BK F 0.0%
Value ($000) $95 Shares 1,465 Est. Cost $80.57 Unrealized -19.8%
CHD Church & Dwight Co 0.0%
Value ($000) $94 Shares 1,162 Est. Cost $94.97 Unrealized -22.2%
VLO Valero Energy Corp 0.0%
Value ($000) $92 Shares 725 Est. Cost $76.96 Unrealized +48.2%
LFUS Littelfuse Inc 0.0%
Value ($000) $90 Shares 410 Est. Cost $265.35 Unrealized -15.9%
VOT Vanguard Mid Cap Growth ETF 0.0%
Value ($000) $90 Shares 502 Est. Cost $221.01 Unrealized
Wells Fargo & 5.85 PFD PFD Ser Q 0.0%
Value ($000) $90 Shares 3,900 Est. Cost $25.30 Unrealized
HSIC Schein Henry Inc 0.0%
Value ($000) $90 Shares 1,122 Est. Cost $81.45 Unrealized -7.0%
VTRS Viatris Inc 0.0%
Value ($000) $90 Shares 8,044 Est. Cost $12.54 Unrealized -27.8%
IP Interntnl Paper 0.0%
Value ($000) $89 Shares 2,567 Est. Cost $38.65 Unrealized -22.4%
ACWX iShares TR MSCI Acwi Ex US ETF 0.0%
Value ($000) $88 Shares 1,942 Est. Cost $45.50 Unrealized
XRAY Dentsply Sirona Inc 0.0%
Value ($000) $87 Shares 2,734 Est. Cost $52.87 Unrealized -43.0%
ESGE iShares Esg Aware MSCI Em ETF 0.0%
Value ($000) $86 Shares 2,875 Est. Cost $35.13 Unrealized
RXL ProShares Ultra Health Care ETF 0.0%
Value ($000) $86 Shares 912 Est. Cost $102.35 Unrealized
Bank Of Amer 5.375 PFD PFD Ser KK 0.0%
Value ($000) $86 Shares 4,113 Est. Cost $21.12 Unrealized
CNS Cohen & Steers Inc 0.0%
Value ($000) $85 Shares 1,319 Est. Cost $72.83 Unrealized -22.3%
PRU Prudential Finl 0.0%
Value ($000) $84 Shares 849 Est. Cost $94.13 Unrealized -7.9%
FTV Fortive Corp Disc 0.0%
Value ($000) $84 Shares 1,312 Est. Cost $48.48 Unrealized -1.4%
SUI Sun Communities REIT 0.0%
Value ($000) $84 Shares 585 Est. Cost $176.17 Unrealized
DFAS Dimensional U S Small Cap ETF 0.0%
Value ($000) $84 Shares 1,645 Est. Cost $56.06 Unrealized
GPN Global Payments Inc 0.0%
Value ($000) $83 Shares 831 Est. Cost $131.18 Unrealized -23.0%
VTV Vanguard Value ETF 0.0%
Value ($000) $82 Shares 585 Est. Cost $131.13 Unrealized
HASI Hannon Armstrong Sustainable 0.0%
Value ($000) $82 Shares 2,787 Est. Cost $35.85 Unrealized -32.8%
IDXX Idexx Labs Inc 0.0%
Value ($000) $82 Shares 200 Est. Cost $512.42 Unrealized -24.2%
KCLI Kansas City Life Ins 0.0%
Value ($000) $79 Shares 3,000 Est. Cost $38.75 Unrealized -30.0%
XLI Select Sector Industrial SPDR ETF 0.0%
Value ($000) $79 Shares 804 Est. Cost $102.98 Unrealized
SPYG SPDR S&P 500 Growth ETF 0.0%
Value ($000) $78 Shares 1,541 Est. Cost $50.67 Unrealized
MRNA Moderna Inc 0.0%
Value ($000) $77 Shares 430 Est. Cost $165.89 Unrealized -1.4%
NFLX Netflix Inc 0.0%
Value ($000) $77 Shares 260 Est. Cost $31.77 Unrealized -11.7%
JPMorgan Chase & 6 PFD PFD Ser Ee 0.0%
Value ($000) $76 Shares 3,070 Est. Cost $24.74 Unrealized
BR Broadridge Finl Solu 0.0%
Value ($000) $75 Shares 559 Est. Cost $141.74 Unrealized -5.0%
TSCO Tractor Supply Comp 0.0%
Value ($000) $75 Shares 334 Est. Cost $40.55 Unrealized -0.8%
IT Gartner Inc 0.0%
Value ($000) $75 Shares 223 Est. Cost $285.72 Unrealized +12.9%
SPYV SPDR Portfolio S&P (500 Value Etf) 0.0%
Value ($000) $75 Shares 1,920 Est. Cost $38.89 Unrealized
Cohen Steers Total Retur 0.0%
Value ($000) $75 Shares 5,975 Est. Cost $15.47 Unrealized
OGN Organon & Co 0.0%
Value ($000) $74 Shares 2,651 Est. Cost $28.56 Unrealized -23.1%
SAFT Safety Ins Group Inc Com 0.0%
Value ($000) $74 Shares 875 Est. Cost $85.36 Unrealized -0.4%
Vornado Realt 5.25 PFD PFD Ser M 0.0%
Value ($000) $74 Shares 4,497 Est. Cost $23.47 Unrealized
XEL Xcel Energy Inc Minn 0.0%
Value ($000) $73 Shares 1,041 Est. Cost $60.38 Unrealized -1.3%
SXT Sensient Technologie 0.0%
Value ($000) $73 Shares 1,000 Est. Cost $84.25 Unrealized -15.0%
AFL Aflac Inc 0.0%
Value ($000) $73 Shares 1,013 Est. Cost $57.30 Unrealized +9.1%
TDS Telephone & Data SYS 0.0%
Value ($000) $72 Shares 6,875 Est. Cost $19.34 Unrealized -36.0%
LULU Lululemon Athletica 0.0%
Value ($000) $72 Shares 225 Est. Cost $325.46 Unrealized +1.0%
ZBRA Zebra Technologies Class A 0.0%
Value ($000) $72 Shares 281 Est. Cost $459.42 Unrealized -43.7%
KHC Kraft Heinz Co 0.0%
Value ($000) $72 Shares 1,762 Est. Cost $31.31 Unrealized +3.8%
ICF iShares Cohen And Steers REIT ETF 0.0%
Value ($000) $71 Shares 1,300 Est. Cost $71.01 Unrealized
PWR Quanta Services Inc 0.0%
Value ($000) $71 Shares 500 Est. Cost $110.40 Unrealized +28.0%
TM Toyota Motor Corp F Sponsored ADR 0.0%
Value ($000) $70 Shares 515 Est. Cost $182.45 Unrealized
SMH Vaneck Vectors Semiconductor ETF 0.0%
Value ($000) $70 Shares 343 Est. Cost $269.79 Unrealized
TFI SPDR Nuveen Bloomberg Barclays Municipal Bond 0.0%
Value ($000) $69 Shares 1,520 Est. Cost $47.88 Unrealized
RVTY Perkinelmer Inc 0.0%
Value ($000) $69 Shares 493 Est. Cost $176.05 Unrealized -24.2%
WING Wingstop Inc 0.0%
Value ($000) $69 Shares 500 Est. Cost $141.78 Unrealized +4.1%
Greenville National Bancorp Com STK 0.0%
Value ($000) $69 Shares 2,866 Est. Cost $24.01 Unrealized
Vanguard S&P 500 ETF SHS 0.0%
Value ($000) $69 Shares 195 Est. Cost $347.84 Unrealized
DFIV Dimensional International Val ETF 0.0%
Value ($000) $68 Shares 2,248 Est. Cost $33.48 Unrealized
AIG American Intl Group 0.0%
Value ($000) $68 Shares 1,075 Est. Cost $55.04 Unrealized -1.5%
STE Steris PLC F 0.0%
Value ($000) $68 Shares 367 Est. Cost $217.27 Unrealized -21.3%
USMV iShares MSCI USA Min Vol FCTR ETF 0.0%
Value ($000) $67 Shares 928 Est. Cost $77.57 Unrealized
CHKP Check PT Software F 0.0%
Value ($000) $67 Shares 530 Est. Cost $130.56 Unrealized -4.4%
AVA Avista Corp 0.0%
Value ($000) $67 Shares 1,500 Est. Cost $36.52 Unrealized -6.3%
Westrock Co 0.0%
Value ($000) $66 Shares 1,890 Est. Cost $47.03 Unrealized
BKR Baker Hughes Co. Class A 0.0%
Value ($000) $66 Shares 2,231 Est. Cost $27.68 Unrealized -7.4%
UBSI United Bankshrs Inc 0.0%
Value ($000) $65 Shares 1,600 Est. Cost $36.23 Unrealized +11.9%
KNX Knight Swift Transportat Class A 0.0%
Value ($000) $65 Shares 1,237 Est. Cost $52.63 Unrealized -5.5%
HOMB Home Bancshares 0.0%
Value ($000) $64 Shares 2,803 Est. Cost $23.66 Unrealized +2.5%
EBF Ennis Inc 0.0%
Value ($000) $64 Shares 2,871 Est. Cost $13.81 Unrealized +22.5%
XJH Ishs Esg Screen S And P Mid Cap ETF 0.0%
Value ($000) $63 Shares 1,910 Est. Cost $34.48 Unrealized
MGV Vanguard Mega Cap Value 0.0%
Value ($000) $63 Shares 609 Est. Cost $97.64 Unrealized
SUB iShares Short Term NTNL Mun BND ETF 0.0%
Value ($000) $63 Shares 600 Est. Cost $104.67 Unrealized
PRF Invesco Exchange (traded FD TR FTSE Rafi 1000) 0.0%
Value ($000) $62 Shares 402 Est. Cost $160.26 Unrealized
MGK Vanguard Mega Cap Growth ETF 0.0%
Value ($000) $62 Shares 362 Est. Cost $179.72 Unrealized
BOX Box Inc Class A 0.0%
Value ($000) $62 Shares 2,000 Est. Cost $26.31 Unrealized +8.5%
PAYX Paychex Inc 0.0%
Value ($000) $61 Shares 532 Est. Cost $110.01 Unrealized -3.1%
FMX Fomento Economico Mexi F Sponsored ADR 0.0%
Value ($000) $61 Shares 785 Est. Cost $82.85 Unrealized
FORH Formidable ETF 0.0%
Value ($000) $61 Shares 2,622 Est. Cost $23.00 Unrealized
LCNB LCNB Corp 0.0%
Value ($000) $61 Shares 3,400 Est. Cost $15.43 Unrealized -5.2%
EQR Equity Residential REIT 0.0%
Value ($000) $60 Shares 1,006 Est. Cost $75.29 Unrealized -27.4%
ERII Energy Recovery Inc 0.0%
Value ($000) $60 Shares 2,928 Est. Cost $19.47 Unrealized +12.4%
SCHR Schwab Intermediate Term US TRS ETF 0.0%
Value ($000) $60 Shares 1,218 Est. Cost $51.92 Unrealized
SNA Snap On Inc 0.0%
Value ($000) $59 Shares 260 Est. Cost $190.45 Unrealized +9.3%
LNC Lincoln NTNL Co 0.0%
Value ($000) $58 Shares 1,895 Est. Cost $54.74 Unrealized -40.4%
VRTX Vertex Pharmaceutica 0.0%
Value ($000) $58 Shares 200 Est. Cost $237.33 Unrealized +28.4%
CTSH Cognizant Tech Solu Class A 0.0%
Value ($000) $57 Shares 999 Est. Cost $64.24 Unrealized -13.3%
ROP Roper Technologies 0.0%
Value ($000) $56 Shares 130 Est. Cost $434.78 Unrealized -7.1%
PGX Invesco Preferred ETF 0.0%
Value ($000) $55 Shares 4,911 Est. Cost $13.57 Unrealized
ASML Asml Holding NV 0.0%
Value ($000) $55 Shares 100 Est. Cost $667.93 Unrealized
DINO HF Sinclair Corp Com 0.0%
Value ($000) $54 Shares 1,039 Est. Cost $30.32 Unrealized +66.9%
CCI Crown Castle Intl Co REIT 0.0%
Value ($000) $54 Shares 395 Est. Cost $146.66 Unrealized -22.5%
VAC Marriott Vacations 0.0%
Value ($000) $53 Shares 394 Est. Cost $160.86 Unrealized -13.3%
Cushman Wakefield PLC SHS 0.0%
Value ($000) $53 Shares 4,270 Est. Cost $20.51 Unrealized
EDVMF Endeavour MNG PLC Ordf Canadian Shares 0.0%
Value ($000) $53 Shares 2,449 Est. Cost $21.05 Unrealized -16.7%
CEG Constellation Energy Corp Com 0.0%
Value ($000) $52 Shares 607 Est. Cost $47.62 Unrealized +84.2%
CACC Credit Accept Corp 0.0%
Value ($000) $52 Shares 110 Est. Cost $544.73 Unrealized -15.8%
SHOP Shopify Inc F Class A 0.0%
Value ($000) $52 Shares 1,500 Est. Cost $53.41 Unrealized -36.1%
KMX Carmax Inc 0.0%
Value ($000) $51 Shares 845 Est. Cost $107.40 Unrealized -40.2%
FE Firstenergy Corp 0.0%
Value ($000) $51 Shares 1,221 Est. Cost $36.12 Unrealized -4.9%
BAM Brookfiled Asset Manag F Class A 0.0%
Value ($000) $51 Shares 1,777 Est. Cost $27.10 Unrealized 0.0%
MNST Monster Beverage Corpora 0.0%
Value ($000) $51 Shares 500 Est. Cost $42.27 Unrealized +14.6%
CNQ Canadian Natural Res LTD 0.0%
Value ($000) $51 Shares 900 Est. Cost $22.33 Unrealized +12.4%
WOR Worthington Inds Inc 0.0%
Value ($000) $50 Shares 1,012 Est. Cost $34.54 Unrealized -10.4%
IUSB iShares Total Usd Bond Market ETF 0.0%
Value ($000) $50 Shares 1,110 Est. Cost $49.59 Unrealized
FXO First Trust Financials Alphadex ETF 0.0%
Value ($000) $50 Shares 1,210 Est. Cost $45.91 Unrealized
SNPS Synopsys Inc 0.0%
Value ($000) $49 Shares 155 Est. Cost $311.80 Unrealized +0.4%
HYLB Xtrackers Usd High Yield Cor BND ETF 0.0%
Value ($000) $49 Shares 1,461 Est. Cost $37.36 Unrealized
SBGSF Schneider SA Ex Spie Batig SHS 0.0%
Value ($000) $49 Shares 350 Est. Cost $169.88 Unrealized -20.2%
SM SM Energy Co 0.0%
Value ($000) $49 Shares 1,400 Est. Cost $33.28 Unrealized +15.7%
DGX Quest Diagnostic Inc 0.0%
Value ($000) $48 Shares 309 Est. Cost $129.07 Unrealized +4.8%
VYX NCR Corp 0.0%
Value ($000) $48 Shares 2,054 Est. Cost $24.57 Unrealized -45.9%
COR Amerisourcebergen Corp 0.0%
Value ($000) $47 Shares 286 Est. Cost $136.88 Unrealized +12.1%
VMware Inc Class A 0.0%
Value ($000) $47 Shares 385 Est. Cost $113.87 Unrealized
GSK Glaxo Wellcome PLC Spon ADR 0.0%
Value ($000) $47 Shares 1,319 Est. Cost $29.80 Unrealized
New Relic Inc 0.0%
Value ($000) $47 Shares 828 Est. Cost $63.99 Unrealized
Templeton Dragon CF 0.0%
Value ($000) $47 Shares 4,550 Est. Cost $13.39 Unrealized
NI Nisource Inc 00500 0.0%
Value ($000) $46 Shares 1,694 Est. Cost $25.52 Unrealized -7.1%
EBAY eBay Inc 0.0%
Value ($000) $46 Shares 1,100 Est. Cost $54.03 Unrealized -27.9%
TXRH Texas Roadhouse Class A 0.0%
Value ($000) $45 Shares 500 Est. Cost $79.76 Unrealized +14.2%
VOOG Vanguard S&P 500 Growth ETF 0.0%
Value ($000) $45 Shares 214 Est. Cost $230.01 Unrealized
PJP Invesco Dynamic Pharmaceuticals ETF 0.0%
Value ($000) $45 Shares 574 Est. Cost $79.58 Unrealized
MET Metlife Inc 0.0%
Value ($000) $45 Shares 620 Est. Cost $60.64 Unrealized +7.4%
RPM RPM Intl Inc 0.0%
Value ($000) $45 Shares 459 Est. Cost $85.82 Unrealized +13.0%
ING ING Groep ADR Rep 1 Or F Sponsored ADR 0.0%
Value ($000) $44 Shares 3,656 Est. Cost $10.43 Unrealized
LIT Global X Lithium Battery Tech ETF 0.0%
Value ($000) $44 Shares 750 Est. Cost $76.98 Unrealized
IAU iShares Gold TR iShares New 0.0%
Value ($000) $44 Shares 1,282 Est. Cost $34.49 Unrealized
LKNCY Luckin Coffee Inc F Unsponsored ADR 0.0%
Value ($000) $44 Shares 2,000 Est. Cost $9.16 Unrealized
Lam Research Corp 0.0%
Value ($000) $43 Shares 103 Est. Cost $520.53 Unrealized
USIG iShares Barclays Credit Bond 0.0%
Value ($000) $43 Shares 876 Est. Cost $49.11 Unrealized
FUL Fuller Co H B 0050 0.0%
Value ($000) $43 Shares 600 Est. Cost $66.88 Unrealized +3.5%
AZN Astrazeneca PLC F Sponsored ADR 0.0%
Value ($000) $42 Shares 623 Est. Cost $66.34 Unrealized
Liberty Media Corp Series A Liberty Braves 0.0%
Value ($000) $40 Shares 1,225 Est. Cost $28.15 Unrealized
GBF iShares Govt Credit Bond ETF 0.0%
Value ($000) $40 Shares 390 Est. Cost $102.60 Unrealized
Tekla HLTHCR Inv 0.0%
Value ($000) $40 Shares 2,199 Est. Cost $20.77 Unrealized
PowerShares S&P 500 Equal Weight ETF 0.0%
Value ($000) $39 Shares 278 Est. Cost $134.23 Unrealized
RF Regions Financial 0.0%
Value ($000) $39 Shares 1,795 Est. Cost $19.77 Unrealized -4.9%
BIV Vanguard Intermediate Term Bond ETF 0.0%
Value ($000) $39 Shares 525 Est. Cost $81.90 Unrealized
CVE Cenovus Energy Inc F 0.0%
Value ($000) $39 Shares 2,000 Est. Cost $13.81 Unrealized +27.9%
BIIB Biogen Inc 0.0%
Value ($000) $39 Shares 140 Est. Cost $217.46 Unrealized +29.9%
WEN Wendy's Company 0.0%
Value ($000) $38 Shares 1,700 Est. Cost $22.53 Unrealized -5.2%
USHY iShares Broad Usd HG YLD CRP BND ETF 0.0%
Value ($000) $38 Shares 1,113 Est. Cost $38.86 Unrealized
E. I. Du Pont 4.5 PFD PFD 0.0%
Value ($000) $38 Shares 492 Est. Cost $98.30 Unrealized
FNDE Schwab Funda Emg MKTS Large Com ETF 0.0%
Value ($000) $38 Shares 1,545 Est. Cost $24.95 Unrealized
PNW Pinnacle West Cap 0.0%
Value ($000) $38 Shares 500 Est. Cost $60.39 Unrealized +3.5%
ALB Albemarle Corp 0.0%
Value ($000) $37 Shares 172 Est. Cost $200.76 Unrealized +26.8%
CNC Centene Corp 0.0%
Value ($000) $37 Shares 452 Est. Cost $82.02 Unrealized -0.4%
FDN First Trust Internet Index CF ETF 0.0%
Value ($000) $37 Shares 299 Est. Cost $187.88 Unrealized
GNTX Gentex Corp 0.0%
Value ($000) $37 Shares 1,350 Est. Cost $31.10 Unrealized -14.2%
RWL Invesco S&P 500 Revenue ETF 0.0%
Value ($000) $36 Shares 493 Est. Cost $73.94 Unrealized
UMBF Umbf Financial Corporation 0.0%
Value ($000) $36 Shares 434 Est. Cost $90.51 Unrealized -7.2%
HAL Halliburton Co HLDG 0.0%
Value ($000) $35 Shares 900 Est. Cost $29.85 Unrealized +10.5%
XLU Select Sector Uti Select SPDR ETF 0.0%
Value ($000) $35 Shares 500 Est. Cost $74.46 Unrealized
Cohen & Steers Quality Income RLTY FD Inc Com 0.0%
Value ($000) $35 Shares 3,000 Est. Cost $16.73 Unrealized
IDU iShares U.S. Utilities ETF 0.0%
Value ($000) $35 Shares 400 Est. Cost $85.60 Unrealized
IJT iShares S&P Small-Cap 600 Growth ETF 0.0%
Value ($000) $35 Shares 320 Est. Cost $125.10 Unrealized
PWZ Invesco California Amt-Free Municipal Bond 0.0%
Value ($000) $35 Shares 1,430 Est. Cost $25.80 Unrealized
ALC Alcon Inc F 0.0%
Value ($000) $34 Shares 501 Est. Cost $74.74 Unrealized -15.5%
IFF International Flavors & Fragrance 0.0%
Value ($000) $34 Shares 323 Est. Cost $118.86 Unrealized -24.4%
PLXS Plexus Corp 0.0%
Value ($000) $34 Shares 330 Est. Cost $83.25 Unrealized +21.4%
STIP iShares 0-5 YR TIPS Bond ETF 0.0%
Value ($000) $34 Shares 350 Est. Cost $104.94 Unrealized
Goldman Sachs Group 6.5 PFD Due 11/1/61 0.0%
Value ($000) $34 Shares 1,375 Est. Cost $25.47 Unrealized
HDV iShares Core High Dividend ETF 0.0%
Value ($000) $34 Shares 325 Est. Cost $106.89 Unrealized
Beyond Air Inc 0.0%
Value ($000) $34 Shares 5,218 Est. Cost $6.68 Unrealized
BE Bloom Energy Corp A 0.0%
Value ($000) $33 Shares 1,750 Est. Cost $19.54 Unrealized +0.5%
TCW Strategic Income CF 0.0%
Value ($000) $33 Shares 7,000 Est. Cost $5.21 Unrealized
WSM Williams Sonoma 0.0%
Value ($000) $33 Shares 289 Est. Cost $69.40 Unrealized -18.5%
EXC Exelon Corp 0.0%
Value ($000) $33 Shares 766 Est. Cost $36.82 Unrealized -4.4%
NUEM Nuveen Esg Emerging Markt Eqy ETF 0.0%
Value ($000) $33 Shares 1,296 Est. Cost $25.44 Unrealized
REZI Resideo Technologies Inc 0.0%
Value ($000) $33 Shares 2,000 Est. Cost $19.40 Unrealized -6.5%
Anworth Mortga 6.25 PFD Conv Ser B 0.0%
Value ($000) $33 Shares 1,800 Est. Cost $23.04 Unrealized
FXH First Trust Health Care Alphadex ETF 0.0%
Value ($000) $33 Shares 300 Est. Cost $114.66 Unrealized
FNDF Schwab Fundamental Intl LG Co ETF 0.0%
Value ($000) $32 Shares 1,114 Est. Cost $29.07 Unrealized
PKG Packaging Corp Of Am 0.0%
Value ($000) $32 Shares 250 Est. Cost $129.65 Unrealized -11.9%
TT Trane Technologies PLC F 0.0%
Value ($000) $32 Shares 189 Est. Cost $148.74 Unrealized +7.1%
RSG Republic Services 0.0%
Value ($000) $32 Shares 244 Est. Cost $121.09 Unrealized +5.9%
CAG Conagra Brands Inc 0.0%
Value ($000) $31 Shares 800 Est. Cost $28.33 Unrealized +9.3%
PLUG Plug Power Inc 0.0%
Value ($000) $31 Shares 2,500 Est. Cost $23.43 Unrealized -32.1%
FRT Federal Realty Invt TR REIT 0.0%
Value ($000) $31 Shares 300 Est. Cost $103.82 Unrealized -15.3%
XMVFX BlackRock Munivest CF 0.0%
Value ($000) $30 Shares 4,303 Est. Cost $8.19 Unrealized
ESML iShares Esg Aware MSCI USA Small Cap ETF 0.0%
Value ($000) $30 Shares 915 Est. Cost $38.04 Unrealized
MPT Medical Properties REIT 0.0%
Value ($000) $30 Shares 2,600 Est. Cost $21.43 Unrealized
EMN Eastman Chemical Co 0.0%
Value ($000) $30 Shares 360 Est. Cost $100.97 Unrealized -29.6%
Repare Therapeutics In F 0.0%
Value ($000) $29 Shares 2,000 Est. Cost $13.99 Unrealized
PCTY Paylocity HLDG Corp 0.0%
Value ($000) $29 Shares 150 Est. Cost $200.81 Unrealized +6.9%
CRBN iShares TR MSCI Acwi Low Carbon Target ETF 0.0%
Value ($000) $29 Shares 210 Est. Cost $163.27 Unrealized
HUM Humana Inc 0.0%
Value ($000) $28 Shares 55 Est. Cost $405.56 Unrealized +25.2%
RY Royal Bank Of Canada F 0.0%
Value ($000) $28 Shares 300 Est. Cost $112.12 Unrealized -15.8%
CURE DRXN Daily Healthcre Bull 3X SHS ETF 0.0%
Value ($000) $28 Shares 245 Est. Cost $130.47 Unrealized
MKTX Marketaxess HLDGS Inc Com 0.0%
Value ($000) $28 Shares 100 Est. Cost $327.79 Unrealized -24.9%
Western Ast Infltn Link 0.0%
Value ($000) $27 Shares 3,005 Est. Cost $12.01 Unrealized
HYS PIMCO 0-5 Year High YLD BND Idx ETF 0.0%
Value ($000) $27 Shares 300 Est. Cost $96.21 Unrealized
TDC Teradata Corp 0.0%
Value ($000) $27 Shares 800 Est. Cost $45.85 Unrealized -29.8%
DG Dollar General Corp 0.0%
Value ($000) $27 Shares 109 Est. Cost $213.12 Unrealized +9.4%
DRSK Aptus Defined Risk ETF 0.0%
Value ($000) $26 Shares 1,030 Est. Cost $25.39 Unrealized
SNY Sanofi S A F Sponsored ADR 0.0%
Value ($000) $26 Shares 540 Est. Cost $50.94 Unrealized
MTZ Mastec Inc 0.0%
Value ($000) $26 Shares 305 Est. Cost $87.37 Unrealized -6.1%
Atlantica Sustainable Infrastructure 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $35.07 Unrealized
IUSV iShares Core (S&P US Value Etf) 0.0%
Value ($000) $26 Shares 365 Est. Cost $75.87 Unrealized
EA Electronic Arts Inc 0.0%
Value ($000) $26 Shares 210 Est. Cost $127.37 Unrealized -3.1%
Checkpoint Therapeutics Inc Com New 0.0%
Value ($000) $26 Shares 5,000 Est. Cost $5.11 Unrealized
MLKN Miller Herman Inc 0.0%
Value ($000) $25 Shares 1,200 Est. Cost $32.30 Unrealized -44.6%
FNDC Schwab Fundamental Intl SM Co ETF 0.0%
Value ($000) $25 Shares 811 Est. Cost $30.43 Unrealized
PRK Park NTNL Corp 0.0%
Value ($000) $25 Shares 180 Est. Cost $134.70 Unrealized +4.5%
Aegon N V F Sponsored ADR 0.0%
Value ($000) $25 Shares 5,000 Est. Cost $5.29 Unrealized
HP Helmerich & Payne 0.0%
Value ($000) $25 Shares 504 Est. Cost $34.45 Unrealized +38.2%
BlackRock Limited Durati 0.0%
Value ($000) $25 Shares 1,900 Est. Cost $14.34 Unrealized
WH Wyndham Hotels & Resorts Inc 0.0%
Value ($000) $25 Shares 347 Est. Cost $85.15 Unrealized -17.0%
IJK iShares S&P Midcap 400 Growth ETF 0.0%
Value ($000) $25 Shares 362 Est. Cost $77.27 Unrealized
APPN Appian Corp Class A 0.0%
Value ($000) $24 Shares 750 Est. Cost $56.73 Unrealized -30.5%
SPG Simon PPTY Group REIT 0.0%
Value ($000) $24 Shares 207 Est. Cost $110.95 Unrealized -15.8%
FTSL First Trust Senior Loan ETF 0.0%
Value ($000) $24 Shares 545 Est. Cost $44.10 Unrealized
PIMCO Corporate Income Opp Fund 0.0%
Value ($000) $24 Shares 2,000 Est. Cost $15.47 Unrealized
EMBC Embecta Corp Com 0.0%
Value ($000) $24 Shares 949 Est. Cost $25.42 Unrealized +6.5%
MBC Masterbrand Inc 0.0%
Value ($000) $24 Shares 3,175 Est. Cost $8.19 Unrealized 0.0%
FIW First Trust Ise Water Index ETF 0.0%
Value ($000) $24 Shares 300 Est. Cost $84.29 Unrealized
ALNY Alnylam Pharmaceuticals Inc 0.0%
Value ($000) $24 Shares 100 Est. Cost $190.74 Unrealized +11.8%
TAN Invesco Solar ETF 0.0%
Value ($000) $24 Shares 325 Est. Cost $75.46 Unrealized
EBS Emergent Biosolution 0.0%
Value ($000) $24 Shares 2,000 Est. Cost $44.11 Unrealized -64.9%
SIEGY Siemens A G F Sponsored ADR 0.0%
Value ($000) $24 Shares 343 Est. Cost $69.14 Unrealized
PPA Invesco Aerospace & Defense ETF 0.0%
Value ($000) $24 Shares 300 Est. Cost $78.32 Unrealized
Nuveen PFD & Incm Securties FD 0.0%
Value ($000) $24 Shares 3,458 Est. Cost $8.45 Unrealized
KEY Keycorp Inc 0.0%
Value ($000) $23 Shares 1,333 Est. Cost $20.30 Unrealized -27.2%
HUBS Hubspot Inc 0.0%
Value ($000) $23 Shares 80 Est. Cost $484.47 Unrealized -41.5%
Activision Blizzard 0.0%
Value ($000) $23 Shares 300 Est. Cost $74.34 Unrealized
BIDU Baidu Com Inc F Sponsored ADR 0.0%
Value ($000) $23 Shares 200 Est. Cost $132.30 Unrealized
FNDA Schwab Fundamental US Small Com ETF 0.0%
Value ($000) $23 Shares 486 Est. Cost $46.72 Unrealized
BSX Boston Scientific Co 0.0%
Value ($000) $23 Shares 490 Est. Cost $42.28 Unrealized +2.4%
WMB Williams Companies 0.0%
Value ($000) $23 Shares 688 Est. Cost $26.48 Unrealized +6.6%
Hawaiian Holdings 0.0%
Value ($000) $23 Shares 2,200 Est. Cost $19.70 Unrealized
MIDD Middleby Corp The 0.0%
Value ($000) $22 Shares 167 Est. Cost $181.61 Unrealized -25.1%
SRLN SPDR Blackstone/Gso Senior Loan 0.0%
Value ($000) $22 Shares 543 Est. Cost $40.90 Unrealized
Lithium Americas Corp F 0.0%
Value ($000) $22 Shares 1,150 Est. Cost $23.07 Unrealized
WTKWY Wolters Kluwers Spon 0.0%
Value ($000) $22 Shares 207 Est. Cost $96.77 Unrealized
SBAC S B A Communications Class A 0.0%
Value ($000) $22 Shares 77 Est. Cost $304.95 Unrealized -13.6%
WYY Widepoint Corp 0.0%
Value ($000) $22 Shares 11,825 Est. Cost $4.06 Unrealized -45.8%
DMRR Dayton & Mich RR Co Com 0.0%
Value ($000) $21 Shares 608 Est. Cost $26.64 Unrealized +12.9%
SLYV SPDR S&P 600 Small Cap Value ETF 0.0%
Value ($000) $21 Shares 286 Est. Cost $83.33 Unrealized
Sila Realty Trust Inc CL Ass A 0.0%
Value ($000) $21 Shares 2,575 Est. Cost $8.20 Unrealized
DLR Digital Realty Trust REIT 0.0%
Value ($000) $21 Shares 207 Est. Cost $125.20 Unrealized -27.1%
IGM iShares Expanded Tech Sector ETF 0.0%
Value ($000) $21 Shares 75 Est. Cost $388.63 Unrealized
Citigroup Inc 6.875 PFD 0.0%
Value ($000) $21 Shares 835 Est. Cost $26.35 Unrealized
VGSH Vanguard Short Term Treasury ETF 0.0%
Value ($000) $21 Shares 357 Est. Cost $58.82 Unrealized
RBC RBC Bearings Inc Com 0.0%
Value ($000) $20 Shares 96 Est. Cost $177.51 Unrealized +28.7%
TER Teradyne Inc 0.0%
Value ($000) $20 Shares 229 Est. Cost $102.39 Unrealized -17.4%
ACTG Acacia Research Corp 0.0%
Value ($000) $20 Shares 4,748 Est. Cost $4.57 Unrealized -14.4%
XBKNX BlackRock Investment QLT 0.0%
Value ($000) $20 Shares 1,700 Est. Cost $14.45 Unrealized
POR Portland Generl Elec 0.0%
Value ($000) $20 Shares 400 Est. Cost $40.14 Unrealized 0.0%
MDB Mongodb Inc 0.0%
Value ($000) $20 Shares 100 Est. Cost $374.33 Unrealized -52.5%
EMB iShares JPMorgan Usd MTS Bond ETF 0.0%
Value ($000) $19 Shares 230 Est. Cost $91.55 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $19 Shares 147 Est. Cost $116.41 Unrealized +11.3%
SMG Scotts Miracle Gro Co 0.0%
Value ($000) $19 Shares 400 Est. Cost $114.51 Unrealized -62.1%
BHP BHP Group LTD F Sponsored ADR 0.0%
Value ($000) $19 Shares 310 Est. Cost $77.25 Unrealized
HLI Houlihan Lokey Inc Class A 0.0%
Value ($000) $19 Shares 217 Est. Cost $78.20 Unrealized +8.9%
VRSK Verisk Analytics Inc Class A 0.0%
Value ($000) $18 Shares 104 Est. Cost $189.67 Unrealized -9.2%
Liberty Media Corp Series C Liberty Media 0.0%
Value ($000) $18 Shares 306 Est. Cost $68.27 Unrealized
VOE Vanguard Mid Cap Value ETF 0.0%
Value ($000) $18 Shares 134 Est. Cost $95.70 Unrealized
The Allstate C 5.1 PFD PFD Ser H 0.0%
Value ($000) $18 Shares 900 Est. Cost $25.16 Unrealized
IAT iShares US Regional Banks ETF IV 0.0%
Value ($000) $18 Shares 380 Est. Cost $58.92 Unrealized
SPMD SPDR Mid Cap ETF 0.0%
Value ($000) $18 Shares 424 Est. Cost $39.69 Unrealized
DAL Delta Air Lines Inc Del 0.0%
Value ($000) $18 Shares 548 Est. Cost $37.88 Unrealized -14.9%
RMBS Rambus Inc Del Com 0.0%
Value ($000) $18 Shares 500 Est. Cost $27.68 Unrealized +22.2%
WHR Whirlpool Corp 0.0%
Value ($000) $18 Shares 126 Est. Cost $202.68 Unrealized -29.8%
TILL Teucrium Agricultural Strategy No K-1 ETF 0.0%
Value ($000) $18 Shares 500 Est. Cost $35.21 Unrealized
RTO Rentokil Initial 0.0%
Value ($000) $18 Shares 569 Est. Cost $30.81 Unrealized
DON Wisdomtree US Midcap Dividend ETF 0.0%
Value ($000) $17 Shares 425 Est. Cost $44.42 Unrealized
SBGSY Schneider Electric SA F Sponsored ADR 0.0%
Value ($000) $17 Shares 625 Est. Cost $33.78 Unrealized
Arista Networks Inc 0.0%
Value ($000) $17 Shares 144 Est. Cost $138.98 Unrealized
AZTA Brooks Automation Inc New Com 0.0%
Value ($000) $17 Shares 296 Est. Cost $74.74 Unrealized -31.6%
WHWK AADI Bioscience Inc 0.0%
Value ($000) $17 Shares 1,333 Est. Cost $13.14 Unrealized -0.6%
MRCC Monroe Capital Corp 0.0%
Value ($000) $17 Shares 2,000 Est. Cost $6.66 Unrealized -18.4%
IDRV iShares Self Driving Ev And Tech ETF 0.0%
Value ($000) $17 Shares 500 Est. Cost $46.42 Unrealized
FRME First Merchants Corp 0.0%
Value ($000) $17 Shares 411 Est. Cost $34.25 Unrealized +9.1%
Sirius XM HLDGS Inc 0.0%
Value ($000) $17 Shares 2,892 Est. Cost $6.62 Unrealized
PRFZ PowerShares ETF Trust FTSE Us1500 SM (PRFZ Etus) 0.0%
Value ($000) $17 Shares 106 Est. Cost $151.34 Unrealized
LTC LTC Properties, Inc. REIT 0.0%
Value ($000) $17 Shares 470 Est. Cost $38.47 Unrealized
ATEN A10 Networks Inc 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $13.21 Unrealized +23.2%
Nuveen Amt Free Quality 0.0%
Value ($000) $17 Shares 1,456 Est. Cost $13.20 Unrealized
RLI Rli Corp 0.0%
Value ($000) $17 Shares 126 Est. Cost $49.13 Unrealized +11.3%
LSTR Landstar System Inc 0.0%
Value ($000) $16 Shares 101 Est. Cost $145.42 Unrealized
Putnam Premier Income TR 0.0%
Value ($000) $16 Shares 4,500 Est. Cost $4.02 Unrealized
PGR Progressive Co Ohio 0.0%
Value ($000) $16 Shares 125 Est. Cost $100.82 Unrealized +14.7%
BlackRock Muniyield Qual 0.0%
Value ($000) $16 Shares 1,444 Est. Cost $12.60 Unrealized
DOC Healthpeak PPTYS Inc REIT 0.0%
Value ($000) $16 Shares 645 Est. Cost $24.49 Unrealized -17.9%
LTRE Learning Tree Intl 0.0%
Value ($000) $16 Shares 15,340 Est. Cost $1.12 Unrealized -4.5%
UNM Unum Group 0.0%
Value ($000) $16 Shares 392 Est. Cost $27.94 Unrealized +50.0%
NSRGF Nestle SA Ordf 0.0%
Value ($000) $16 Shares 138 Est. Cost $114.68 Unrealized -10.7%
MEDP Medpace Holdings Inc 0.0%
Value ($000) $16 Shares 75 Est. Cost $164.88 Unrealized +21.2%
Nuveen California Munici 0.0%
Value ($000) $16 Shares 1,884 Est. Cost $9.18 Unrealized
FBCG Fidelity Blue Chip (growth Etf) 0.0%
Value ($000) $16 Shares 753 Est. Cost $30.24 Unrealized
Streamline Health Soluti 0.0%
Value ($000) $16 Shares 10,000 Est. Cost $1.60 Unrealized
KRE SPDR S&P Regional Banking ETF 0.0%
Value ($000) $16 Shares 265 Est. Cost $58.09 Unrealized
OXY Occidental Petrol Co 0.0%
Value ($000) $15 Shares 245 Est. Cost $54.00 Unrealized +19.8%
Bank Of America 6.45PFD Due 12/15/66 0.0%
Value ($000) $15 Shares 613 Est. Cost $26.15 Unrealized
FTCS First Trust Capital Strength ETF 0.0%
Value ($000) $15 Shares 202 Est. Cost $78.20 Unrealized
Market Vectors Agribusiness ETF 0.0%
Value ($000) $15 Shares 176 Est. Cost $86.48 Unrealized
LNT Alliant Energy Corp 0.0%
Value ($000) $15 Shares 272 Est. Cost $52.37 Unrealized -8.2%
PIPR Piper Sandler Companies 0.0%
Value ($000) $15 Shares 115 Est. Cost $147.34 Unrealized -11.3%
FIZZ Natl Beverage Corp 0.0%
Value ($000) $15 Shares 320 Est. Cost $43.53 Unrealized +0.6%
AZO Autozone Inc 0.0%
Value ($000) $15 Shares 6 Est. Cost $2056.62 Unrealized +17.5%
SRE Sempra Energy 0.0%
Value ($000) $15 Shares 94 Est. Cost $63.43 Unrealized +10.1%
HURN Huron Consulting GRP 0.0%
Value ($000) $15 Shares 200 Est. Cost $46.12 Unrealized +59.4%
TSQ Townsquare Media Inc 0.0%
Value ($000) $15 Shares 2,000 Est. Cost $12.23 Unrealized -38.4%
AVNS Avanos Medical Inc 0.0%
Value ($000) $14 Shares 535 Est. Cost $32.21 Unrealized -24.1%
RIVN Rivian Automotive Inc Class A 0.0%
Value ($000) $14 Shares 780 Est. Cost $44.28 Unrealized -33.5%
TXT Textron Inc 0.0%
Value ($000) $14 Shares 200 Est. Cost $71.91 Unrealized -5.9%
Morgan Stanley 5.85 PFD PFD Ser K 0.0%
Value ($000) $14 Shares 600 Est. Cost $26.52 Unrealized
BlackRock Corporate High 0.0%
Value ($000) $14 Shares 1,600 Est. Cost $10.77 Unrealized
PPL PPL Corp 0.0%
Value ($000) $14 Shares 469 Est. Cost $24.69 Unrealized -0.1%
MFS Charter Income CF 0.0%
Value ($000) $14 Shares 2,225 Est. Cost $7.34 Unrealized
PBA Pembina Pipeline Corp Com 0.0%
Value ($000) $14 Shares 400 Est. Cost $27.96 Unrealized +3.4%
Viacomcbs Inc CL B 0.0%
Value ($000) $13 Shares 780 Est. Cost $38.05 Unrealized
HLN Haleon PLC F Sponsored ADR 0.0%
Value ($000) $13 Shares 1,649 Est. Cost $6.09 Unrealized
Nuveen Municipal Credit 0.0%
Value ($000) $13 Shares 1,089 Est. Cost $14.68 Unrealized
ALKS Alkermes PLC SHS 0.0%
Value ($000) $13 Shares 500 Est. Cost $24.77 Unrealized -3.4%
SPT Sprout Social Inc Class A 0.0%
Value ($000) $13 Shares 231 Est. Cost $66.71 Unrealized -12.1%
Western Asset Municipal Parnters FD Inc 0.0%
Value ($000) $13 Shares 1,120 Est. Cost $13.52 Unrealized
Stericycle Inc 0.0%
Value ($000) $13 Shares 260 Est. Cost $58.92 Unrealized
SITE Siteone Landscape Supply Inc Com 0.0%
Value ($000) $13 Shares 110 Est. Cost $134.18 Unrealized -13.2%
CPB Campbell Soup Co 0.0%
Value ($000) $13 Shares 225 Est. Cost $39.34 Unrealized +19.8%
Zuora Inc Class A 0.0%
Value ($000) $13 Shares 2,000 Est. Cost $14.98 Unrealized
TNL Travel Plus Leisure Co 0.0%
Value ($000) $13 Shares 347 Est. Cost $46.92 Unrealized -30.4%
RHHBY Roche HLDG AG F Sponsored ADR 0.0%
Value ($000) $13 Shares 321 Est. Cost $46.78 Unrealized
PRI Primerica, Inc. 0.0%
Value ($000) $12 Shares 88 Est. Cost $125.77 Unrealized +10.8%
DELL Dell Technologies 0.0%
Value ($000) $12 Shares 310 Est. Cost $51.17 Unrealized -27.5%
SPTM SPDR Portfolio Total Stock Market ETF 0.0%
Value ($000) $12 Shares 262 Est. Cost $55.58 Unrealized
KTOS Kratos Def & Sec Sol 0.0%
Value ($000) $12 Shares 1,200 Est. Cost $18.25 Unrealized -45.5%
WYNN WYNN Resorts 0.0%
Value ($000) $12 Shares 150 Est. Cost $79.96 Unrealized -11.0%
EHC Encompass Health Corp 0.0%
Value ($000) $12 Shares 204 Est. Cost $50.23 Unrealized +5.5%
XMVTX BlackRock Munivest II CF 0.0%
Value ($000) $12 Shares 1,167 Est. Cost $12.97 Unrealized
Vaneck ETF Trust Vaneck Rare E Arth/Strategic 0.0%
Value ($000) $12 Shares 159 Est. Cost $86.80 Unrealized
CGNX Cognex Corp 0.0%
Value ($000) $12 Shares 250 Est. Cost $66.61 Unrealized -31.3%
DGRW Wisdomtree US Quality Dividend Growth ETF 0.0%
Value ($000) $12 Shares 194 Est. Cost $63.67 Unrealized
CECO Ceco Environmental 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $5.84 Unrealized +93.8%
CRWD Crowdstrike HLDGS Inc 0.0%
Value ($000) $12 Shares 110 Est. Cost $186.36 Unrealized -26.5%
WTM White Mountains Ins F 0.0%
Value ($000) $11 Shares 8 Est. Cost $1355.05 Unrealized 0.0%
Hanesbrands Inc 0.0%
Value ($000) $11 Shares 1,767 Est. Cost $14.89 Unrealized
IUSG iShares Core (S&P US Growth Etf) 0.0%
Value ($000) $11 Shares 137 Est. Cost $105.66 Unrealized
iShares Ibonds Dec 2023 Term ETF 0.0%
Value ($000) $11 Shares 444 Est. Cost $25.28 Unrealized
FRCB First Republic Bank San 0.0%
Value ($000) $11 Shares 91 Est. Cost $169.57 Unrealized -28.2%
NNOMF Nano One Materials Corp F 0.0%
Value ($000) $11 Shares 6,000 Est. Cost $2.21 Unrealized -10.2%
BC Brunswick Corp 0.0%
Value ($000) $11 Shares 150 Est. Cost $84.69 Unrealized -21.8%
BITW Bitwise 10 Crypto Index Fund 0.0%
Value ($000) $11 Shares 2,000 Est. Cost $8.85 Unrealized
DBEF Deutsche X-Trackers MSCI EAFE Hedged Equity 0.0%
Value ($000) $11 Shares 329 Est. Cost $37.71 Unrealized
IQ Iqiyi Inc F Sponsored ADR 0.0%
Value ($000) $11 Shares 2,000 Est. Cost $4.54 Unrealized
MGEE Mge Energy Inc 0.0%
Value ($000) $11 Shares 150 Est. Cost $69.83 Unrealized -8.2%
Nordstrom Inc 0.0%
Value ($000) $10 Shares 650 Est. Cost $23.17 Unrealized
IR Ingersoll Rand Inc 0.0%
Value ($000) $10 Shares 200 Est. Cost $51.19 Unrealized -0.6%
IQV Iqvia HLDGS Inc Com 0.0%
Value ($000) $10 Shares 51 Est. Cost $208.16 Unrealized -2.6%
BlackRock Credit All Inc TR IV 0.0%
Value ($000) $10 Shares 1,019 Est. Cost $12.56 Unrealized
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
RCL Royal Caribbean Group F 0.0%
Value ($000) $10 Shares 200 Est. Cost $69.26 Unrealized -25.6%
DBC Invesco DB Commodity Index Tracking 0.0%
Value ($000) $10 Shares 400 Est. Cost $23.91 Unrealized
KN Knowles Corp 0.0%
Value ($000) $10 Shares 600 Est. Cost $21.88 Unrealized -33.6%
Dish Network Corp Class A 0.0%
Value ($000) $10 Shares 701 Est. Cost $31.65 Unrealized
Cincor Pharma Inc 0.0%
Value ($000) $10 Shares 800 Est. Cost $32.82 Unrealized
PUBGY Publicis S A New F Sponsored ADR 0.0%
Value ($000) $10 Shares 619 Est. Cost $15.25 Unrealized
FVD First Trust Value Line Dividend ETF 0.0%
Value ($000) $10 Shares 244 Est. Cost $42.30 Unrealized
Dayton & Mich RR Co PFD 8 0.0%
Value ($000) $10 Shares 357 Est. Cost $45.00 Unrealized
COHR Coherent Corp Com 0.0%
Value ($000) $10 Shares 273 Est. Cost $47.89 Unrealized -27.4%
JLL Jones Lang Lasalle 0.0%
Value ($000) $10 Shares 60 Est. Cost $243.69 Unrealized -34.6%
ILCB iShares Morningstar Large Cap ETF 0.0%
Value ($000) $9 Shares 180 Est. Cost $62.85 Unrealized
NEM Newmont Corp 0.0%
Value ($000) $9 Shares 200 Est. Cost $60.59 Unrealized -32.6%
QCLN First TST Nasdaq Clean Ed Id ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $64.62 Unrealized
SPTS SPDR Short Term Treasury ETF 0.0%
Value ($000) $9 Shares 325 Est. Cost $29.65 Unrealized
WDFC WD 40 Co Com 0.0%
Value ($000) $9 Shares 57 Est. Cost $175.17 Unrealized -9.8%
H Hyatt Hotels Class A 0.0%
Value ($000) $9 Shares 100 Est. Cost $92.73 Unrealized -2.2%
LILAK Liberty Latin Amer F Class C 0.0%
Value ($000) $9 Shares 1,174 Est. Cost $7.08 Unrealized +6.4%
HST Host Hotels & Resort 0.0%
Value ($000) $9 Shares 543 Est. Cost $14.92 Unrealized -1.8%
STLA Stellantis N V F 0.0%
Value ($000) $9 Shares 625 Est. Cost $11.84 Unrealized
KD KYNDRYL HLDGS Inc Com 0.0%
Value ($000) $9 Shares 795 Est. Cost $15.05 Unrealized -33.2%
Advent Convertible & Income FD 0.0%
Value ($000) $9 Shares 800 Est. Cost $15.66 Unrealized
BASFY Basf Se Spon ADR 0.0%
Value ($000) $9 Shares 700 Est. Cost $14.37 Unrealized
Te Connectivity LTD F 0.0%
Value ($000) $9 Shares 75 Est. Cost $120.79 Unrealized
BAB Invesco Taxable Municipal Bond ETF 0.0%
Value ($000) $9 Shares 333 Est. Cost $29.67 Unrealized
Hillenbrand Inc 0.0%
Value ($000) $9 Shares 200 Est. Cost $40.96 Unrealized
GlaxoSmithKline PLC F Sponsored ADR 0.0%
Value ($000) $8 Shares 240 Est. Cost $44.13 Unrealized
WPM Wheaton Precious 0.0%
Value ($000) $8 Shares 215 Est. Cost $41.64 Unrealized -15.7%
Liberty Media Corp Series A Liberty Media 0.0%
Value ($000) $8 Shares 153 Est. Cost $63.13 Unrealized
UBCP United Bancorp Of Oh 0.0%
Value ($000) $8 Shares 546 Est. Cost $17.24 Unrealized -12.1%
BWA Borg Warner Inc 0.0%
Value ($000) $8 Shares 200 Est. Cost $32.56 Unrealized 0.0%
CWI SPDR MSCI Acwi Ex-US ETF 0.0%
Value ($000) $8 Shares 331 Est. Cost $27.52 Unrealized
HSBC HSBC HLDGS PLC F Sponsored ADR 0.0%
Value ($000) $8 Shares 254 Est. Cost $35.12 Unrealized
GPDNF Danone Ordf 0.0%
Value ($000) $8 Shares 150 Est. Cost $60.81 Unrealized -17.8%
CHTH CNL Healthcare Properties Inc 0.0%
Value ($000) $8 Shares 1,062 Est. Cost $7.37 Unrealized
PSCT Invesco S&P Smallcap Information Technology 0.0%
Value ($000) $8 Shares 65 Est. Cost $139.37 Unrealized
MGM MGM Resorts Intl 0.0%
Value ($000) $8 Shares 231 Est. Cost $42.99 Unrealized -19.5%
SEIC S E I Investments Co 0.0%
Value ($000) $8 Shares 131 Est. Cost $56.38 Unrealized -4.7%
Foot Locker Inc Com 0.0%
Value ($000) $8 Shares 200 Est. Cost $29.66 Unrealized
FLUX Flux Power Holdings Inc 0.0%
Value ($000) $8 Shares 1,900 Est. Cost $2.79 Unrealized +44.6%
UAL United Airls HLDGS 0.0%
Value ($000) $8 Shares 200 Est. Cost $40.58 Unrealized 0.0%
EBND SPDR BBG Barclays Emerging MKTS Local BD ETF 0.0%
Value ($000) $8 Shares 366 Est. Cost $19.46 Unrealized
TSM Taiwan Semiconductr F Sponsored ADR 0.0%
Value ($000) $7 Shares 100 Est. Cost $101.90 Unrealized
NCLH Norwegian Cruise Lin F 0.0%
Value ($000) $7 Shares 600 Est. Cost $15.34 Unrealized -1.9%
IFRA iShares U.S. Infrastructure ETF 0.0%
Value ($000) $7 Shares 200 Est. Cost $38.95 Unrealized
ABNB Airbnb Inc Class A 0.0%
Value ($000) $7 Shares 83 Est. Cost $149.03 Unrealized -32.2%
NTLA Intellia Therapeutic 0.0%
Value ($000) $7 Shares 200 Est. Cost $84.72 Unrealized -43.9%
SSP Scripps E W Co Class A 0.0%
Value ($000) $7 Shares 523 Est. Cost $15.88 Unrealized -34.8%
Apartment Income REIT Co 0.0%
Value ($000) $7 Shares 200 Est. Cost $41.60 Unrealized
PXF Invesco FTSE Rafi Developed Markets 0.0%
Value ($000) $7 Shares 165 Est. Cost $35.08 Unrealized
MOS The Mosaic Co 0.0%
Value ($000) $7 Shares 156 Est. Cost $45.45 Unrealized -0.3%
MHGVY Mowi Asa F Sponsored ADR 0.0%
Value ($000) $7 Shares 400 Est. Cost $26.91 Unrealized
AKR Acadia Realty TR REIT 0.0%
Value ($000) $7 Shares 468 Est. Cost $21.85 Unrealized
Wisdomtree US Esg ETF 0.0%
Value ($000) $7 Shares 165 Est. Cost $48.28 Unrealized
MKL Markel Corporation 0.0%
Value ($000) $7 Shares 5 Est. Cost $1345.18 Unrealized -8.0%
Invesco Municipal Trust 0.0%
Value ($000) $7 Shares 664 Est. Cost $11.51 Unrealized
CURLF Curaleaf Holdings Inc 0.0%
Value ($000) $6 Shares 1,500 Est. Cost $7.37 Unrealized -24.4%
SCHH Charles Schwab US REIT ETF 0.0%
Value ($000) $6 Shares 331 Est. Cost $19.29 Unrealized
TAP Molson Coors Beverage CL Class B 0.0%
Value ($000) $6 Shares 122 Est. Cost $44.64 Unrealized +4.0%
SPIP SPDR Portfolio TIPS ETF 0.0%
Value ($000) $6 Shares 243 Est. Cost $25.37 Unrealized
LEG Leggett & Platt Inc 0.0%
Value ($000) $6 Shares 191 Est. Cost $34.28 Unrealized -1.8%
FFIN 1ST Finl Banksh 0.0%
Value ($000) $6 Shares 180 Est. Cost $37.79 Unrealized -6.8%
DLTR Dollar Tree Inc 0.0%
Value ($000) $6 Shares 44 Est. Cost $141.45 Unrealized +5.2%
MDRX Allscripts Healthcare Solutions Inc Com 0.0%
Value ($000) $6 Shares 350 Est. Cost $20.26 Unrealized -17.3%
DVN Devon Energy Corp 0.0%
Value ($000) $6 Shares 100 Est. Cost $47.22 Unrealized +25.7%
KBS Real Estate Investme NT Trust II Inc 0.0%
Value ($000) $6 Shares 6,613 Est. Cost $1.24 Unrealized
UGI U G I Corp 0.0%
Value ($000) $6 Shares 163 Est. Cost $40.00 Unrealized -9.7%
ITB iShares US Home Construct ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $59.26 Unrealized
NWE Northwestern Corp 0.0%
Value ($000) $6 Shares 102 Est. Cost $48.63 Unrealized -3.7%
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $6 Shares 72 Est. Cost $96.26 Unrealized
NBTB N B T Bancorp Inc 0.0%
Value ($000) $6 Shares 138 Est. Cost $38.86 Unrealized +13.5%
EFX Equifax Inc Com 0.0%
Value ($000) $6 Shares 30 Est. Cost $200.34 Unrealized -10.8%
Etfmg Alternative Harvest ETF 0.0%
Value ($000) $6 Shares 1,368 Est. Cost $8.03 Unrealized
CFG Citizens Finl Group 0.0%
Value ($000) $6 Shares 148 Est. Cost $33.92 Unrealized 0.0%
HIG Hartford Finl SVC GP 0.0%
Value ($000) $6 Shares 75 Est. Cost $65.20 Unrealized +3.8%
Eaton Vance Tax Man GL D 0.0%
Value ($000) $6 Shares 750 Est. Cost $9.71 Unrealized
TWLO Twilio Inc Class A 0.0%
Value ($000) $6 Shares 115 Est. Cost $151.64 Unrealized -62.5%
MGA Magna Intl Inc F 0.0%
Value ($000) $6 Shares 100 Est. Cost $64.48 Unrealized -22.4%
EVRG Evergy Inc 0.0%
Value ($000) $6 Shares 89 Est. Cost $54.85 Unrealized -4.3%
SLVM Sylvamo Corp 0.0%
Value ($000) $6 Shares 115 Est. Cost $29.97 Unrealized +45.5%
IHE iShares US Pharmaceuticals ETF 0.0%
Value ($000) $6 Shares 30 Est. Cost $194.27 Unrealized
CHWY Chewy Inc CL A 0.0%
Value ($000) $6 Shares 150 Est. Cost $45.46 Unrealized -14.3%
LAND Gladstone LD Corp Com 0.0%
Value ($000) $6 Shares 300 Est. Cost $18.35 Unrealized
HLIO Helios Technologies Inc 0.0%
Value ($000) $5 Shares 100 Est. Cost $79.71 Unrealized -32.4%
ARCC Ares Capital Corp 0.0%
Value ($000) $5 Shares 292 Est. Cost $14.63 Unrealized -5.3%
PSTG Pure Storage Inc Class A 0.0%
Value ($000) $5 Shares 200 Est. Cost $29.10 Unrealized -0.1%
American Software Inc CL A 0.0%
Value ($000) $5 Shares 364 Est. Cost $16.16 Unrealized
POST Post HLDGS Inc Com 0.0%
Value ($000) $5 Shares 59 Est. Cost $69.97 Unrealized +27.4%
GDDY Godaddy Inc 0.0%
Value ($000) $5 Shares 71 Est. Cost $75.00 Unrealized 0.0%
Nuveen Amt Free MNCPL CR 0.0%
Value ($000) $5 Shares 435 Est. Cost $14.86 Unrealized
CLNE Clean Energy Fuels Corp Com 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $6.74 Unrealized -8.8%
SDOG Alps Sector Dividend Dogs ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $55.05 Unrealized
TRU Transunion 0.0%
Value ($000) $5 Shares 90 Est. Cost $84.35 Unrealized -31.7%
ZM Zoom Video Communication 0.0%
Value ($000) $5 Shares 75 Est. Cost $136.00 Unrealized -44.2%
Skechers U S A Inc Class A 0.0%
Value ($000) $5 Shares 121 Est. Cost $40.76 Unrealized
GNRC Generac Holdings Inc 0.0%
Value ($000) $5 Shares 50 Est. Cost $171.19 Unrealized -33.9%
AAP Advance Auto Parts Inc 0.0%
Value ($000) $5 Shares 34 Est. Cost $150.07 Unrealized 0.0%
WSO Watsco Inc 0.0%
Value ($000) $5 Shares 20 Est. Cost $263.17 Unrealized -0.1%
INRE Inland Real Estate Incom E Trust Inc 0.0%
Value ($000) $5 Shares 245 Est. Cost $20.22 Unrealized
DXCM Dexcom Inc 0.0%
Value ($000) $5 Shares 44 Est. Cost $91.26 Unrealized +20.3%
ICLN iShares Global Clean Energy ETF 0.0%
Value ($000) $5 Shares 250 Est. Cost $21.52 Unrealized
UBER Uber Technologies Inc 0.0%
Value ($000) $5 Shares 200 Est. Cost $31.97 Unrealized -14.4%
PTLO Portillos Inc CL A Com 0.0%
Value ($000) $5 Shares 300 Est. Cost $26.48 Unrealized -24.4%
VREX Varex Imaging Corp00500 0.0%
Value ($000) $5 Shares 240 Est. Cost $25.42 Unrealized -17.7%
RDVY FT Rising Dividend Achievers ETF IV 0.0%
Value ($000) $5 Shares 110 Est. Cost $49.00 Unrealized
CVSA Adtalem Global Education 0.0%
Value ($000) $5 Shares 132 Est. Cost $26.87 Unrealized +45.3%
ROBO Robo Global Robotics And Automation Index ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $58.29 Unrealized
DOCS Doximity Inc 0.0%
Value ($000) $5 Shares 138 Est. Cost $50.33 Unrealized -39.3%
KRNT Kornit Digital LTD SHS 0.0%
Value ($000) $5 Shares 200 Est. Cost $96.46 Unrealized -74.1%
TRP TC Energy Corp F 0.0%
Value ($000) $5 Shares 113 Est. Cost $43.00 Unrealized -14.4%
TEVA Teva Pharmaceutical In F Sponsored ADR 0.0%
Value ($000) $5 Shares 500 Est. Cost $9.39 Unrealized
CCEP Coca Cola European Partners 0.0%
Value ($000) $5 Shares 82 Est. Cost $47.55 Unrealized -4.1%
UTHR United Therapeutics Corp Del Com 0.0%
Value ($000) $4 Shares 16 Est. Cost $190.51 Unrealized +32.5%
DOCU Docusign Inc Com 0.0%
Value ($000) $4 Shares 80 Est. Cost $104.49 Unrealized -53.4%
FMCXF Foran MNG Corp F 0.0%
Value ($000) $4 Shares 2,000 Est. Cost $1.96 Unrealized -0.8%
John Hancock Preferred Income III 0.0%
Value ($000) $4 Shares 300 Est. Cost $14.99 Unrealized
TTWO Take-Two Interactive 0.0%
Value ($000) $4 Shares 41 Est. Cost $127.28 Unrealized -14.9%
State Street Corp PFD 5.35 Series G 0.0%
Value ($000) $4 Shares 175 Est. Cost $26.47 Unrealized
TSN Tyson Foods Inc Class A 0.0%
Value ($000) $4 Shares 66 Est. Cost $62.99 Unrealized -7.4%
QSR Restaurant Brands International Inc 0.0%
Value ($000) $4 Shares 63 Est. Cost $56.88 Unrealized +8.0%
CAR Avis Budget Group Inc Com 0.0%
Value ($000) $4 Shares 25 Est. Cost $191.13 Unrealized -0.3%
QYLD Global X Nasdaq 100 Covered Call ETF 0.0%
Value ($000) $4 Shares 250 Est. Cost $20.97 Unrealized
PXH Invesco FTSE Rafi Emerging Markets ETF 0.0%
Value ($000) $4 Shares 226 Est. Cost $16.18 Unrealized
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.0%
Value ($000) $4 Shares 34 Est. Cost $141.32 Unrealized
WPC W P Carey Inc 0.0%
Value ($000) $4 Shares 48 Est. Cost $79.21 Unrealized
EQT EQT Corporation Com 0.0%
Value ($000) $4 Shares 112 Est. Cost $22.99 Unrealized +66.4%
Proterra Inc 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.64 Unrealized
FTS Fortis Inc F 0.0%
Value ($000) $4 Shares 94 Est. Cost $40.35 Unrealized -14.2%
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
Calamos Strategic Total Return FD Com SH Ben Int 0.0%
Value ($000) $4 Shares 270 Est. Cost $17.53 Unrealized
GLPI Gaming & Leisure PPTYS Inc Com 0.0%
Value ($000) $4 Shares 70 Est. Cost $46.93 Unrealized
FVRR Fiverr Interntnl LTD F 0.0%
Value ($000) $4 Shares 125 Est. Cost $79.26 Unrealized -60.4%
DBOEY Deutsche Boerse 0.0%
Value ($000) $4 Shares 210 Est. Cost $17.90 Unrealized
AXAHY Axa SA Spon ADR Each 0.0%
Value ($000) $4 Shares 129 Est. Cost $29.17 Unrealized
IRM Iron MTN Inc New REIT 0.0%
Value ($000) $4 Shares 70 Est. Cost $40.95 Unrealized +9.8%
Etfmg Prime Cyber Security ETF 0.0%
Value ($000) $4 Shares 80 Est. Cost $58.73 Unrealized
RKT Rocket Companies Class A Class A 0.0%
Value ($000) $4 Shares 500 Est. Cost $11.10 Unrealized -37.8%
AME Ametek Inc 0.0%
Value ($000) $3 Shares 25 Est. Cost $129.81 Unrealized 0.0%
BH Biglari Holdings Inc Class B 0.0%
Value ($000) $3 Shares 25 Est. Cost $134.15 Unrealized +2.2%
Azek Co Inc Class A 0.0%
Value ($000) $3 Shares 170 Est. Cost $16.74 Unrealized
GBTC Grayscale Bitcoin TR BTC 0.0%
Value ($000) $3 Shares 415 Est. Cost $30.54 Unrealized
Lucid Group Inc 0.0%
Value ($000) $3 Shares 500 Est. Cost $17.16 Unrealized
PTON Peloton Interactive Inc 0.0%
Value ($000) $3 Shares 430 Est. Cost $25.62 Unrealized -62.6%
FOXA Fox Corp Class A 0.0%
Value ($000) $3 Shares 112 Est. Cost $38.56 Unrealized -24.0%
JHG Janus Henderson GP F 0.0%
Value ($000) $3 Shares 144 Est. Cost $36.03 Unrealized -34.9%
NWBO NW Biotherapeutics 0.0%
Value ($000) $3 Shares 4,292 Est. Cost $0.82 Unrealized -2.8%
JOBY Joby Aviation Inc Com 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $5.48 Unrealized -26.1%
HOG Harley Davidson Inc 0.0%
Value ($000) $3 Shares 80 Est. Cost $38.57 Unrealized +10.4%
USFD US Foods HLDG Corp 0.0%
Value ($000) $3 Shares 97 Est. Cost $36.45 Unrealized -12.3%
Pitney Bowes Inc 6.7PFD Due 03/07/43 0.0%
Value ($000) $3 Shares 200 Est. Cost $22.21 Unrealized
Liberty All Star Equity 0.0%
Value ($000) $3 Shares 558 Est. Cost $8.08 Unrealized
PCG PG&E Corp Com NPV 0.0%
Value ($000) $3 Shares 200 Est. Cost $11.69 Unrealized +27.9%
COWZ Pacer US Cash Cows 100 ETF 0.0%
Value ($000) $3 Shares 70 Est. Cost $46.26 Unrealized
GCOW Pacer Global Cash Cows Dividend ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $31.74 Unrealized
SU Suncor Energy Inc F 0.0%
Value ($000) $3 Shares 100 Est. Cost $27.66 Unrealized +5.2%
WW Interntnl Inc 0.0%
Value ($000) $3 Shares 800 Est. Cost $10.23 Unrealized
BITO ProShares Bitcoin Strategy ETF 0.0%
Value ($000) $3 Shares 290 Est. Cost $26.22 Unrealized
Tilray Inc 0.0%
Value ($000) $3 Shares 1,122 Est. Cost $7.77 Unrealized
SYLD Cambria Shareholder Yield ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $59.70 Unrealized
UNFI United Natural Foods 0.0%
Value ($000) $3 Shares 77 Est. Cost $40.91 Unrealized +1.1%
Veritiv Corp 0.0%
Value ($000) $3 Shares 24 Est. Cost $133.58 Unrealized
DTEGY Deutsche Telekom AG S.A. 0.0%
Value ($000) $3 Shares 145 Est. Cost $18.62 Unrealized
NWSA News Corp New Class A 0.0%
Value ($000) $3 Shares 159 Est. Cost $21.35 Unrealized -20.7%
CRLBF Cresco Labs Inc Com Sub VTG 0.0%
Value ($000) $3 Shares 1,605 Est. Cost $6.46 Unrealized -53.4%
TLT iShares 20 PLS Year Treasury BND ETF 0.0%
Value ($000) $3 Shares 28 Est. Cost $102.45 Unrealized
CPER United States Copper Index ETF 0.0%
Value ($000) $3 Shares 120 Est. Cost $28.71 Unrealized
HII Huntington Ingalls 0.0%
Value ($000) $3 Shares 12 Est. Cost $184.21 Unrealized +19.2%
WDS Woodside Energy Group F Sponsored ADR 0.0%
Value ($000) $3 Shares 112 Est. Cost $21.56 Unrealized
BABA Alibaba Group Holding F Sponsored ADR 0.0%
Value ($000) $3 Shares 30 Est. Cost $108.80 Unrealized
EQIX Equinix Inc 0.0%
Value ($000) $3 Shares 4 Est. Cost $643.06 Unrealized -10.0%
LPLA LPL Finanacial HLDGS 0.0%
Value ($000) $3 Shares 12 Est. Cost $189.92 Unrealized +23.1%
DRS D R S Technologies Inc 0.0%
Value ($000) $3 Shares 200 Est. Cost $10.65 Unrealized 0.0%
Zivo Bioscience Inc 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.88 Unrealized
VNT Vontier Corp 0.0%
Value ($000) $2 Shares 129 Est. Cost $26.43 Unrealized -29.1%
Eaton Vance LTD Duration Income FD Com 0.0%
Value ($000) $2 Shares 255 Est. Cost $11.70 Unrealized
VNM Vaneck Vectors Vietnam ETF 0.0%
Value ($000) $2 Shares 200 Est. Cost $18.87 Unrealized
Bank Of America Conv PFD Series L 0.0%
Value ($000) $2 Shares 2 Est. Cost $1222.50 Unrealized
LDOS Leidos HLDGS Inc Com 0.0%
Value ($000) $2 Shares 22 Est. Cost $91.68 Unrealized +7.4%
TPR Tapestry Inc 0.0%
Value ($000) $2 Shares 60 Est. Cost $34.34 Unrealized -8.6%
BALL Ball Corp 0.0%
Value ($000) $2 Shares 44 Est. Cost $49.51 Unrealized 0.0%
SEE Sealed Air Corp New Com 0.0%
Value ($000) $2 Shares 45 Est. Cost $61.47 Unrealized -26.0%
SSNC SS&C Technologs HLDG 0.0%
Value ($000) $2 Shares 43 Est. Cost $78.17 Unrealized -35.2%
JBGS JBG Smith PPTYS Com 0.0%
Value ($000) $2 Shares 115 Est. Cost $29.22 Unrealized
WTW Willis Towers Watson Pub LTD SHS 0.0%
Value ($000) $2 Shares 9 Est. Cost $203.98 Unrealized +7.4%
CWB SPDR Blmberg BRCLY Conv Secrt ETF 0.0%
Value ($000) $2 Shares 34 Est. Cost $64.35 Unrealized
LII Lennox Intl Inc 0.0%
Value ($000) $2 Shares 9 Est. Cost $209.30 Unrealized +12.9%
PEG Pub SVC Enterpise GP 0.0%
Value ($000) $2 Shares 35 Est. Cost $58.02 Unrealized -10.2%
BlackRock Science Techno 0.0%
Value ($000) $2 Shares 75 Est. Cost $43.27 Unrealized
Integrys Holding, 6PFD Due 08/01/73 0.0%
Value ($000) $2 Shares 93 Est. Cost $25.00 Unrealized
DHLGY Deutsche Post AG 0.0%
Value ($000) $2 Shares 56 Est. Cost $39.74 Unrealized
SAIA Saia Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.92 Unrealized +8.4%
The Odp Corp Com 0.0%
Value ($000) $2 Shares 44 Est. Cost $45.84 Unrealized
NRDBY Nordea BK Abp Sponsored Ads 0.0%
Value ($000) $2 Shares 184 Est. Cost $11.04 Unrealized
VCISY Vinci ADR Each Repr 0.0%
Value ($000) $2 Shares 77 Est. Cost $25.48 Unrealized
BRBR Bellring Brands Inc New Com 0.0%
Value ($000) $2 Shares 74 Est. Cost $25.08 Unrealized -4.1%
IX Orix Corporation 0.0%
Value ($000) $2 Shares 23 Est. Cost $101.65 Unrealized
PDBC Invesco Actvly MNG Optm YD DVRS ETF 0.0%
Value ($000) $2 Shares 125 Est. Cost $14.78 Unrealized
WAB Wabtec 0.0%
Value ($000) $2 Shares 18 Est. Cost $90.59 Unrealized +3.7%
NNN National Retail Properties Inc (NNN Csus) 0.0%
Value ($000) $2 Shares 38 Est. Cost $43.00 Unrealized
LVMUY LVMH Moet Hennessy 0.0%
Value ($000) $2 Shares 12 Est. Cost $142.58 Unrealized
DHS Wisdomtree Equity Income ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $86.05 Unrealized
OKTA Okta Inc CL A 0.0%
Value ($000) $2 Shares 25 Est. Cost $107.99 Unrealized -47.1%
SNN Smith & Nephew ADR 0.0%
Value ($000) $2 Shares 63 Est. Cost $32.37 Unrealized
CCL Carnival Corp F 0.0%
Value ($000) $2 Shares 200 Est. Cost $14.42 Unrealized -40.2%
WCN Waste Connectionsinc F 0.0%
Value ($000) $2 Shares 12 Est. Cost $126.61 Unrealized +5.3%
IWY iShares Russell Top 200 GRW ETF IV 0.0%
Value ($000) $2 Shares 13 Est. Cost $149.51 Unrealized
SAP SAP ADR Rep 1 Ord 0.0%
Value ($000) $1 Shares 14 Est. Cost $92.91 Unrealized
Accelerate Diagnostics Inc 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $196.00 Unrealized
KTB Kontoor Brands Inc 0.0%
Value ($000) $1 Shares 35 Est. Cost $47.18 Unrealized -17.4%
ARI Apollo Coml Real Estate Fin Inc Com 0.0%
Value ($000) $1 Shares 125 Est. Cost $14.28 Unrealized
BH/A Biglari Holdings Inc Class A 0.0%
Value ($000) $1 Shares 2 Est. Cost $682.05 Unrealized -2.4%
NEOG Neogen Corp 0.0%
Value ($000) $1 Shares 90 Est. Cost $35.95 Unrealized -60.4%
USRT iShares Core US REIT ETF 0.0%
Value ($000) $1 Shares 27 Est. Cost $47.52 Unrealized
DES Wisdomtree Small Cap DIV Exch TR FD 0.0%
Value ($000) $1 Shares 44 Est. Cost $31.86 Unrealized
TOELY Tokyo Electron LTD F Sponsored ADR 0.0%
Value ($000) $1 Shares 17 Est. Cost $129.94 Unrealized
PCRX Pacira Biosciences Inc 0.0%
Value ($000) $1 Shares 32 Est. Cost $65.50 Unrealized -25.7%
GLXYEUR Galaxy Digital HLDGS LTD Cad SHS 0.0%
Value ($000) $1 Shares 430 Est. Cost $17.06 Unrealized
CE Celanese Corporation 0.0%
Value ($000) $1 Shares 12 Est. Cost $135.03 Unrealized -30.0%
SAIC Science Applications 0.0%
Value ($000) $1 Shares 11 Est. Cost $86.25 Unrealized +22.2%
HMC Honda Motor Co LTD F Sponsored ADR 0.0%
Value ($000) $1 Shares 50 Est. Cost $28.76 Unrealized
HAUZ Xtrackers Inter Real Est ETF 0.0%
Value ($000) $1 Shares 52 Est. Cost $19.46 Unrealized
LYFT LYFT Inc Class A 0.0%
Value ($000) $1 Shares 100 Est. Cost $30.39 Unrealized -60.3%
ACCO Acco Brands Corp 0.0%
Value ($000) $1 Shares 188 Est. Cost $6.54 Unrealized -35.1%
Zimvie Inc 0.0%
Value ($000) $1 Shares 111 Est. Cost $22.84 Unrealized
TRMB Trimble Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $55.68 Unrealized 0.0%
ARKK Ark Innovation ETF 0.0%
Value ($000) $1 Shares 30 Est. Cost $66.29 Unrealized
SNAP Snap Inc Class A 0.0%
Value ($000) $1 Shares 100 Est. Cost $27.49 Unrealized -64.1%
GTBIF Green Thumb Inds Inc F 0.0%
Value ($000) $1 Shares 100 Est. Cost $18.79 Unrealized -39.0%
Barrick Gold Corp F 0.0%
Value ($000) $1 Shares 50 Est. Cost $24.54 Unrealized
AKAM Akamai Tehnologies Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $104.21 Unrealized -16.5%
TDY Teledyne Technologies Inc Com 0.0%
Value ($000) $1 Shares 2 Est. Cost $418.27 Unrealized -6.9%
COIN Coinbase Global Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $195.40 Unrealized -73.0%
ACEL Accel Entertainment Inc Class A 0.0%
Value ($000) $1 Shares 92 Est. Cost $12.70 Unrealized -32.4%
OXY/WS Occidental Petrol 27 WTS Warrants Exp 08/03/27 0.0%
Value ($000) $1 Shares 17 Est. Cost $35.64 Unrealized
Seelos Therapeutics Inc 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $0.84 Unrealized
NNDM Nano Dimension LTD Sponsored ADR New 0.0%
Value ($000) $1 Shares 250 Est. Cost $3.56 Unrealized
UAA Under Armour Inc CL A Com 0.0%
Value ($000) $1 Shares 56 Est. Cost $17.93 Unrealized -51.8%
NOK Nokia Corp F Sponsored ADR 0.0%
Value ($000) $1 Shares 119 Est. Cost $5.46 Unrealized
RHEP Regional Health Properties 0.0%
Value ($000) $1 Shares 161 Est. Cost $3.84 Unrealized -31.0%
EPR Epr Properties REIT 0.0%
Value ($000) $1 Shares 14 Est. Cost $55.00 Unrealized
RCI Rogers Commun Inc F Class B 0.0%
Value ($000) $1 Shares 11 Est. Cost $51.69 Unrealized -17.6%
UA Under Armour Inc Class C 0.0%
Value ($000) $1 Shares 56 Est. Cost $15.66 Unrealized -51.5%
NIO N I O Inc F Sponsored ADR 0.0%
Value ($000) $0 Shares 50 Est. Cost $21.06 Unrealized
BETRF Betterlife Pharma Inc F 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $0.15 Unrealized -16.7%
ONL Orion Office REIT Inc 0.0%
Value ($000) $0 Shares 56 Est. Cost $14.11 Unrealized
Silver Mountain Resour F 0.0%
Value ($000) $0 Shares 2,100 Est. Cost $0.27 Unrealized
BHF Brighthouse Finl Inc0050 0.0%
Value ($000) $0 Shares 8 Est. Cost $53.36 Unrealized -2.0%
SANA Sana Biotechnology Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost $8.09 Unrealized -39.5%
ICCM Icecure Medical LT Ordf 0.0%
Value ($000) $0 Shares 250 Est. Cost $2.58 Unrealized -53.7%
BTI Brit Amer Tobacco F Sponsored ADR 0.0%
Value ($000) $0 Shares 9 Est. Cost $42.91 Unrealized
IJS iShares S&P Small Cap 600 ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $100.84 Unrealized
FNMA Federal Natl MTG Assn GT 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.83 Unrealized -44.9%
QUBT Quantum Computing Inc Com 0.0%
Value ($000) $0 Shares 225 Est. Cost $2.65 Unrealized -23.3%
2seventy Bio Inc 0.0%
Value ($000) $0 Shares 33 Est. Cost $17.06 Unrealized
Alpha Copper Corp F 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $0.26 Unrealized
BEN Franklin Resources 0.0%
Value ($000) $0 Shares 11 Est. Cost $24.87 Unrealized -15.8%
OBE Obsidian Energy Limite F 0.0%
Value ($000) $0 Shares 42 Est. Cost $7.30 Unrealized +6.5%
Professional Diversi 0.0%
Value ($000) $0 Shares 250 Est. Cost $1.53 Unrealized
VXRT Vaxart Inc 0.0%
Value ($000) $0 Shares 200 Est. Cost $5.07 Unrealized -72.1%
DRD Drdgold LTD Spons ADR Repstg 10 SHS 0.0%
Value ($000) $0 Shares 24 Est. Cost $9.38 Unrealized
First Trust Int Dur PRF 0.0%
Value ($000) $0 Shares 10 Est. Cost $17.00 Unrealized
AMSC American Superconductor 0.0%
Value ($000) $0 Shares 36 Est. Cost $8.56 Unrealized -54.3%
REEMF Rare Element Resourc F 0.0%
Value ($000) $0 Shares 300 Est. Cost $1.29 Unrealized -66.5%
VSOLF Three Sixty Solar LTD F 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.51 Unrealized +4.6%
FUBO Fubotv Inc Com 0.0%
Value ($000) $0 Shares 60 Est. Cost $9.72 Unrealized -68.6%
GME Gamestop Corp Class A 0.0%
Value ($000) $0 Shares 4 Est. Cost $31.87 Unrealized -23.0%
Aethlon Medical Inc 0.0%
Value ($000) $0 Shares 267 Est. Cost $1.46 Unrealized
SD Sandridge Energy Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $12.91 Unrealized +44.9%
Titan Medical Inc F 0.0%
Value ($000) $0 Shares 33 Est. Cost $0.52 Unrealized
RGIN Regenicin Inc Com 0.0%
Value ($000) $0 Shares 7,600 Est. Cost $0.01 Unrealized -86.8%
VSMD Vasamed Inc 0.0%
Value ($000) $0 Shares 24,613 Est. Cost $0.01 Unrealized -96.7%
RINO Rino Interntnl 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.05 Unrealized -39.1%
Unrivaled Brands Inc 0.0%
Value ($000) $0 Shares 134 Est. Cost $0.18 Unrealized
Wave Systems Corp. Class A 0.0%
Value ($000) $0 Shares 43 Est. Cost Unrealized
Wichita Development CXXX Registration Revoked BY 0.0%
Value ($000) $0 Shares 333 Est. Cost Unrealized
World Surveillance Group Inc Com 0.0%
Value ($000) $0 Shares 15,900 Est. Cost Unrealized
Prairie Shores Incratxxx Escrow Pending 0.0%
Value ($000) $0 Shares 19 Est. Cost Unrealized
Abiomed Inc CVRXXX Contingent Value Right 0.0%
Value ($000) $0 Shares 37 Est. Cost Unrealized
Soligor Intl Com 0.0%
Value ($000) $0 Shares 105 Est. Cost Unrealized
Sefe Inc XXX Registration Revoked BY 0.0%
Value ($000) $0 Shares 3,000 Est. Cost Unrealized
L & L Energy Inc XXX Registration Revoked BY 0.0%
Value ($000) $0 Shares 179 Est. Cost Unrealized
Cardia Inc 0.0%
Value ($000) $0 Shares 5,702 Est. Cost Unrealized
THRA Therma-Med Inc New 0.0%
Value ($000) $0 Shares 5 Est. Cost $0.00 Unrealized 0.0%
Pershing Square T 25 WTS Pending Receipt Of New 0.0%
Value ($000) $0 Shares 1,111 Est. Cost Unrealized
Encorium Group Inc Nexxx Registration Revoked BY 0.0%
Value ($000) $0 Shares 52 Est. Cost Unrealized
ICOA Icoa Inc 0.0%
Value ($000) $0 Shares 58 Est. Cost $0.00 Unrealized -69.1%
Total Apparel Group NXXX Registration Revoked BY 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
Quest Rare Minerals F 0.0%
Value ($000) $0 Shares 449 Est. Cost Unrealized
Pershing Square Tontine Pending Receipt Of New 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
Contra America Movil C.V 0.0%
Value ($000) $0 Shares 5,400 Est. Cost Unrealized
Zogenix Inc Contingent Value Right 0.0%
Value ($000) $0 Shares 425 Est. Cost Unrealized