BARTLETT & CO. WEALTH MANAGEMENT LLC Diversified Active

CIK: 0002010186 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Feb 14, 2024

Total Value ($000): $5,781,637 (100.0% shares, 0.0% debt)

Holdings (1,176)

AAPL Apple Inc 6.5%
Value ($000) $376,851 Shares 1,942,834 Est. Cost $94.39 Unrealized +82.3%
MSFT Microsoft Corp 5.8%
Value ($000) $335,388 Shares 984,871 Est. Cost $102.58 Unrealized +199.5%
GOOG Alphabet Inc. Class C 3.0%
Value ($000) $171,401 Shares 1,416,892 Est. Cost $108.50 Unrealized +5.9%
PG Procter & Gamble 2.4%
Value ($000) $141,193 Shares 930,493 Est. Cost $100.18 Unrealized +41.1%
BRK/B Berkshire Hathaway Class B 2.4%
Value ($000) $140,945 Shares 413,329 Est. Cost $227.29 Unrealized +43.6%
MA Mastercard Inc Class A 2.3%
Value ($000) $135,369 Shares 344,187 Est. Cost $170.88 Unrealized +116.4%
LOW Lowes Cos Inc 2.3%
Value ($000) $132,394 Shares 586,593 Est. Cost $88.87 Unrealized +122.5%
PEP Pepsico Inc 2.1%
Value ($000) $119,266 Shares 643,914 Est. Cost $100.37 Unrealized +69.9%
JPM JPMorgan Chase & Co 2.0%
Value ($000) $118,337 Shares 813,651 Est. Cost $98.19 Unrealized +32.0%
ABT Abbott Laboratories 2.0%
Value ($000) $116,799 Shares 1,071,357 Est. Cost $60.78 Unrealized +66.9%
TJX TJX Companies Inc 1.7%
Value ($000) $98,538 Shares 1,162,141 Est. Cost $42.56 Unrealized +78.9%
VOO Vanguard S&P 500 ETF 1.7%
Value ($000) $97,406 Shares 238,239 Est. Cost $278.11 Unrealized
AMZN Amazon.Com Inc 1.6%
Value ($000) $93,646 Shares 718,361 Est. Cost $122.39 Unrealized -6.7%
COST Costco Wholesale Co 1.6%
Value ($000) $91,098 Shares 169,206 Est. Cost $321.71 Unrealized +51.4%
ACN Accenture PLC F Class A 1.5%
Value ($000) $86,291 Shares 279,639 Est. Cost $157.83 Unrealized +77.2%
TMO Thermo Fisher Scientific Inc. 1.5%
Value ($000) $86,203 Shares 165,110 Est. Cost $330.28 Unrealized +62.1%
AMGN Amgen Inc. 1.5%
Value ($000) $84,593 Shares 381,014 Est. Cost $148.90 Unrealized +43.5%
LIN Linde plc 1.5%
Value ($000) $83,868 Shares 220,080 Est. Cost $322.30 Unrealized +9.5%
DE Deere & Co 1.4%
Value ($000) $83,613 Shares 205,724 Est. Cost $162.15 Unrealized +126.9%
JNJ Johnson & Johnson 1.3%
Value ($000) $75,955 Shares 458,888 Est. Cost $120.22 Unrealized +23.9%
ADI Analog Devices Inc 1.3%
Value ($000) $75,445 Shares 387,273 Est. Cost $85.49 Unrealized +106.9%
UNH Unitedhealth GRP Inc 1.3%
Value ($000) $74,730 Shares 155,480 Est. Cost $311.02 Unrealized +49.5%
NEE Nextera Energy Inc 1.2%
Value ($000) $70,858 Shares 954,958 Est. Cost $63.24 Unrealized +10.7%
IEFA iShares Core MSCI EAFE ETF 1.2%
Value ($000) $70,468 Shares 1,043,967 Est. Cost $65.43 Unrealized
BAH Booz Allen Hamilton Class A 1.1%
Value ($000) $66,137 Shares 592,628 Est. Cost $76.94 Unrealized +21.7%
FDX Fedex Corp 1.1%
Value ($000) $60,735 Shares 243,779 Est. Cost $208.04 Unrealized +3.8%
ENB Enbridge Inc F 1.0%
Value ($000) $60,526 Shares 1,629,030 Est. Cost $22.63 Unrealized +41.7%
AMT American Tower Corp REIT 1.0%
Value ($000) $60,293 Shares 308,397 Est. Cost $166.08 Unrealized +7.2%
DIS Walt Disney Co 1.0%
Value ($000) $58,401 Shares 654,128 Est. Cost $113.55 Unrealized -18.5%
ITW Illinois Tool Works 1.0%
Value ($000) $57,838 Shares 230,000 Est. Cost $134.22 Unrealized +63.6%
VCSH Vanguard Short Term Corp Bond ETF 1.0%
Value ($000) $56,297 Shares 744,083 Est. Cost $79.74 Unrealized
GOOGL Alphabet Inc. Class A 1.0%
Value ($000) $55,812 Shares 466,262 Est. Cost $107.82 Unrealized +6.0%
DUK Duke Energy Corp 0.9%
Value ($000) $54,066 Shares 602,477 Est. Cost $65.30 Unrealized +30.4%
INTU Intuit Inc 0.9%
Value ($000) $52,184 Shares 113,891 Est. Cost $412.26 Unrealized +4.5%
Lab Corp Of America HLDG 0.9%
Value ($000) $50,484 Shares 209,191 Est. Cost $179.27 Unrealized
WM Waste Management Inc 0.9%
Value ($000) $50,192 Shares 289,425 Est. Cost $88.65 Unrealized +79.1%
SPGI S&P Global Inc Com 0.9%
Value ($000) $49,316 Shares 123,016 Est. Cost $388.86 Unrealized -8.0%
CRM Salesforce Inc 0.8%
Value ($000) $49,110 Shares 232,460 Est. Cost $185.32 Unrealized +8.8%
MCD McDonalds Corp 0.8%
Value ($000) $48,958 Shares 164,062 Est. Cost $151.81 Unrealized +79.9%
VCIT Vanguard Intermediate Term Cor ETF 0.8%
Value ($000) $48,506 Shares 613,771 Est. Cost $88.61 Unrealized
CB Chubb LTD F 0.7%
Value ($000) $43,134 Shares 223,152 Est. Cost $135.42 Unrealized +40.2%
ZTS Zoetis Inc Class A 0.7%
Value ($000) $42,775 Shares 248,390 Est. Cost $150.88 Unrealized +11.4%
QCOM Qualcomm Inc 0.7%
Value ($000) $41,891 Shares 351,906 Est. Cost $134.36 Unrealized -19.4%
CFR Cullen Frost Bankers 0.7%
Value ($000) $40,401 Shares 375,716 Est. Cost $98.99 Unrealized -3.3%
CDW CDW Corp 0.7%
Value ($000) $40,265 Shares 219,430 Est. Cost $118.21 Unrealized +42.8%
NKE Nike Inc Class B 0.7%
Value ($000) $39,883 Shares 360,250 Est. Cost $64.34 Unrealized +73.0%
AGG iShares Core US Aggregate Bond ETF 0.7%
Value ($000) $39,157 Shares 399,768 Est. Cost $111.56 Unrealized
BMY Bristol-Myers Squibb 0.7%
Value ($000) $37,733 Shares 590,044 Est. Cost $45.75 Unrealized +28.8%
NSRGY Nestle ADR 0.6%
Value ($000) $36,346 Shares 302,201 Est. Cost $104.42 Unrealized
VTI Vanguard Total Stock Market ETF 0.6%
Value ($000) $33,542 Shares 152,268 Est. Cost $162.15 Unrealized
1/100 Berkshire HTWY Cla 100 SHS=1 Whole SH BRK A 0.6%
Value ($000) $33,140 Shares 6,400 Est. Cost $4517.11 Unrealized
GD General Dynamics Co 0.6%
Value ($000) $32,566 Shares 151,362 Est. Cost $154.79 Unrealized +32.2%
IJR iShares Core S&P Small Cap ETF 0.6%
Value ($000) $32,533 Shares 326,469 Est. Cost $99.57 Unrealized
CVX Chevron Corp 0.6%
Value ($000) $32,136 Shares 204,231 Est. Cost $125.75 Unrealized +13.9%
UNP Union Pacific Corp 0.5%
Value ($000) $31,393 Shares 153,419 Est. Cost $141.40 Unrealized +32.3%
VMBS Vanguard Mortgage Backed Sec ETF 0.5%
Value ($000) $30,762 Shares 668,888 Est. Cost $52.24 Unrealized
META Meta Platforms Inc Class A 0.5%
Value ($000) $28,769 Shares 100,249 Est. Cost $205.28 Unrealized +19.4%
MDY SPDR S&P Midcap 400 ETF 0.5%
Value ($000) $28,668 Shares 59,671 Est. Cost $352.10 Unrealized
MKC MC Cormick & Co Inc 0.5%
Value ($000) $28,570 Shares 327,523 Est. Cost $64.95 Unrealized +27.5%
MRK Merck & Co. Inc. 0.4%
Value ($000) $25,664 Shares 220,998 Est. Cost $65.08 Unrealized +60.5%
CP Canadian Pacific Kansas 0.4%
Value ($000) $23,877 Shares 295,615 Est. Cost $77.51 Unrealized 0.0%
ADP Auto Data Processing 0.4%
Value ($000) $22,875 Shares 103,486 Est. Cost $101.11 Unrealized +101.0%
SCHB Schwab US Broad Market ETF 0.4%
Value ($000) $22,719 Shares 439,441 Est. Cost $57.91 Unrealized
WMT WalMart Inc 0.4%
Value ($000) $21,846 Shares 138,986 Est. Cost $34.60 Unrealized +41.5%
NSC Norfolk Southern Co 0.4%
Value ($000) $20,830 Shares 91,860 Est. Cost $126.78 Unrealized +58.0%
DEO Diageo PLC F Sponsored ADR 0.4%
Value ($000) $20,532 Shares 118,356 Est. Cost $137.62 Unrealized
RTX Raytheon Technologies Co 0.4%
Value ($000) $20,514 Shares 209,415 Est. Cost $62.61 Unrealized +47.4%
BSV Vanguard Short-Term Bond ETF 0.3%
Value ($000) $19,965 Shares 264,186 Est. Cost $82.58 Unrealized
IGSB iShares TR Is 1 5 YR In GR CR BD ETF 0.3%
Value ($000) $19,481 Shares 388,305 Est. Cost $55.94 Unrealized
DHR Danaher Corp 0.3%
Value ($000) $18,874 Shares 78,553 Est. Cost $127.03 Unrealized +64.3%
AXP American Express Co 0.3%
Value ($000) $18,205 Shares 104,504 Est. Cost $107.26 Unrealized +45.6%
UPS United Parcel Service Class B 0.3%
Value ($000) $17,214 Shares 96,032 Est. Cost $94.54 Unrealized +63.5%
ABBV Abbvie Inc 0.3%
Value ($000) $16,792 Shares 124,632 Est. Cost $81.65 Unrealized +63.8%
IEMG iShares Core MSCI Emerging ETF 0.3%
Value ($000) $16,432 Shares 333,374 Est. Cost $55.41 Unrealized
NVS Novartis AG F Sponsored ADR 0.3%
Value ($000) $15,719 Shares 155,768 Est. Cost $81.06 Unrealized
FNDX Schwab Fundamental US Large Co ETF 0.3%
Value ($000) $15,356 Shares 266,744 Est. Cost $42.68 Unrealized
USB US Bancorp 0.3%
Value ($000) $15,184 Shares 452,986 Est. Cost $41.26 Unrealized -31.1%
IWP iShares Russell Mid Cap Growth ETF 0.3%
Value ($000) $15,127 Shares 156,544 Est. Cost $111.17 Unrealized
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $14,847 Shares 33,371 Est. Cost $324.52 Unrealized
VEU Vanguard FTSE All World Ex US ETF 0.3%
Value ($000) $14,639 Shares 269,042 Est. Cost $52.30 Unrealized
XOM Exxon Mobil Corp 0.2%
Value ($000) $14,406 Shares 134,319 Est. Cost $58.58 Unrealized +70.1%
IWS iShares Russell Mid Cap Value ETF 0.2%
Value ($000) $13,025 Shares 118,582 Est. Cost $93.99 Unrealized
MDLZ Mondelez Intl Class A 0.2%
Value ($000) $12,987 Shares 177,114 Est. Cost $48.39 Unrealized +41.7%
VBR Vanguard Small Cap Value ETF 0.2%
Value ($000) $12,975 Shares 78,446 Est. Cost $130.13 Unrealized
KO The Coca-Cola Co 0.2%
Value ($000) $12,288 Shares 202,509 Est. Cost $43.61 Unrealized +31.5%
LLY Lilly Eli & Co 0.2%
Value ($000) $12,005 Shares 25,598 Est. Cost $148.53 Unrealized +177.0%
BDX Becton Dickinson & Co. 0.2%
Value ($000) $11,962 Shares 45,308 Est. Cost $224.15 Unrealized +7.9%
ROK Rockwell Automation 0.2%
Value ($000) $11,612 Shares 35,246 Est. Cost $141.39 Unrealized +95.1%
CINF Cincinnati Finl 0.2%
Value ($000) $11,358 Shares 115,810 Est. Cost $85.07 Unrealized +13.4%
EFA iShares MSCI EAFE ETF 0.2%
Value ($000) $11,148 Shares 153,771 Est. Cost $62.73 Unrealized
SBUX Starbucks Corp 0.2%
Value ($000) $11,109 Shares 112,146 Est. Cost $80.26 Unrealized +21.2%
HD Home Depot Inc 0.2%
Value ($000) $11,042 Shares 35,546 Est. Cost $189.80 Unrealized +45.6%
PFE Pfizer Inc 0.2%
Value ($000) $10,126 Shares 276,069 Est. Cost $28.95 Unrealized +14.7%
EMR Emerson Electric Co 0.2%
Value ($000) $9,864 Shares 109,128 Est. Cost $57.91 Unrealized +38.3%
VB Vanguard Small Cap ETF 0.2%
Value ($000) $9,832 Shares 49,433 Est. Cost $161.06 Unrealized
TSLA Tesla Inc 0.2%
Value ($000) $9,562 Shares 36,529 Est. Cost $281.30 Unrealized -28.9%
MUB iShares National Muni Bond ETF 0.2%
Value ($000) $9,395 Shares 88,029 Est. Cost $111.11 Unrealized
XLK Technology Select Sector SPDR ETF 0.2%
Value ($000) $9,085 Shares 52,256 Est. Cost $89.55 Unrealized
VBK Vanguard Small Cap Growth ETF 0.2%
Value ($000) $9,077 Shares 39,510 Est. Cost $182.61 Unrealized
IWR iShares Russell Mid Cap ETF 0.2%
Value ($000) $9,075 Shares 124,258 Est. Cost $67.70 Unrealized
CMCSA Comcast Corp Class A 0.2%
Value ($000) $8,870 Shares 213,486 Est. Cost $39.06 Unrealized -6.2%
MBB iShares MBS ETF IV 0.1%
Value ($000) $8,639 Shares 92,624 Est. Cost $99.95 Unrealized
CL Colgate-Palmolive Co 0.1%
Value ($000) $8,521 Shares 110,602 Est. Cost $61.77 Unrealized +18.0%
IVV iShares Core S&P 500 ETF 0.1%
Value ($000) $8,453 Shares 18,965 Est. Cost $300.70 Unrealized
NVO Novo-Nordisk A S F Sponsored ADR 0.1%
Value ($000) $8,356 Shares 51,637 Est. Cost $50.07 Unrealized
ETN Eaton Corp PLC F 0.1%
Value ($000) $8,328 Shares 41,413 Est. Cost $72.06 Unrealized +136.4%
IVE iShares S&P 500 Value ETF 0.1%
Value ($000) $8,118 Shares 50,365 Est. Cost $115.53 Unrealized
SYY Sysco Corp 0.1%
Value ($000) $8,023 Shares 108,123 Est. Cost $58.70 Unrealized +16.8%
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $7,939 Shares 109,220 Est. Cost $76.95 Unrealized
TRV Travelers Companies 0.1%
Value ($000) $7,834 Shares 45,111 Est. Cost $135.11 Unrealized +24.2%
WEC W E C Energy Group Inc 0.1%
Value ($000) $7,600 Shares 86,125 Est. Cost $48.39 Unrealized +73.7%
LMT Lockheed Martin Corp 0.1%
Value ($000) $7,557 Shares 16,414 Est. Cost $306.72 Unrealized +40.7%
VWO Vanguard FTSE Emerging Markets ETF 0.1%
Value ($000) $7,426 Shares 182,536 Est. Cost $45.68 Unrealized
Horizon Therapeutics P F 0.1%
Value ($000) $7,286 Shares 70,845 Est. Cost $103.54 Unrealized
BRK/A Berkshire Hathaway Class A 0.1%
Value ($000) $7,249 Shares 14 Est. Cost $381412.78 Unrealized +30.5%
IGIB iShares TRT Is 5 10 Inv GR CR BD ETF 0.1%
Value ($000) $7,050 Shares 139,420 Est. Cost $53.38 Unrealized
XLY SPDR Fund Consumer Discre Select ETF 0.1%
Value ($000) $6,890 Shares 40,574 Est. Cost $112.64 Unrealized
SCHF Schwab International Equity ETF 0.1%
Value ($000) $6,426 Shares 180,262 Est. Cost $31.37 Unrealized
MCK Mckesson Corp 0.1%
Value ($000) $6,309 Shares 14,746 Est. Cost $355.87 Unrealized +6.7%
VXF Vanguard Extended Market ETF 0.1%
Value ($000) $6,045 Shares 40,480 Est. Cost $111.83 Unrealized
SHYG iShares High Yield Corporate Bond ETF 0.1%
Value ($000) $5,952 Shares 143,587 Est. Cost $45.39 Unrealized
ORCL Oracle Corp 0.1%
Value ($000) $5,819 Shares 48,866 Est. Cost $61.13 Unrealized +64.2%
YUM Yum Brands Inc 0.1%
Value ($000) $5,722 Shares 41,298 Est. Cost $117.95 Unrealized +9.2%
TROW T Rowe Price Group 0.1%
Value ($000) $5,576 Shares 49,778 Est. Cost $89.11 Unrealized +8.2%
VIG Vanguard Dividend Appreciation ETF 0.1%
Value ($000) $5,513 Shares 33,777 Est. Cost $120.98 Unrealized
VZ Verizon Communication 0.1%
Value ($000) $5,486 Shares 147,501 Est. Cost $34.17 Unrealized -8.7%
AVGO Broadcom Inc 0.1%
Value ($000) $5,435 Shares 6,266 Est. Cost $68.31 Unrealized +0.6%
STZ Constellation Brand Class A 0.1%
Value ($000) $5,426 Shares 22,047 Est. Cost $180.85 Unrealized +23.1%
KMB Kimberly Clark Corp 0.1%
Value ($000) $5,403 Shares 38,807 Est. Cost $101.66 Unrealized +23.7%
V Visa Inc Class A 0.1%
Value ($000) $5,360 Shares 22,572 Est. Cost $185.22 Unrealized +21.2%
IJH iShares Core S&P Mid Cap ETF 0.1%
Value ($000) $5,332 Shares 20,391 Est. Cost $229.12 Unrealized
SPIB SPDR Intermediate Term Corp Bond ETF 0.1%
Value ($000) $5,245 Shares 163,341 Est. Cost $31.83 Unrealized
INTC Intel Corp 0.1%
Value ($000) $5,235 Shares 156,556 Est. Cost $41.05 Unrealized -25.2%
CSCO Cisco Systems Inc 0.1%
Value ($000) $5,119 Shares 98,930 Est. Cost $42.86 Unrealized +6.2%
CVS CVS Health Corp 0.1%
Value ($000) $5,024 Shares 72,682 Est. Cost $63.37 Unrealized +1.5%
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $5,013 Shares 22,771 Est. Cost $172.68 Unrealized
SCHX Schwab US Large Cap ETF 0.1%
Value ($000) $4,803 Shares 91,704 Est. Cost $57.62 Unrealized
VTIP Vanguard SHRT Inf Prot Sec Index ETF 0.1%
Value ($000) $4,656 Shares 98,193 Est. Cost $48.10 Unrealized
HON Honeywell Intl Inc 0.1%
Value ($000) $4,621 Shares 22,271 Est. Cost $147.01 Unrealized +19.4%
IBM IBM Corp 0.1%
Value ($000) $4,533 Shares 33,874 Est. Cost $107.14 Unrealized +10.2%
JPST JPMorgan Ultra Short Income ETF 0.1%
Value ($000) $4,509 Shares 89,929 Est. Cost $50.60 Unrealized
SPSB SPDR Short Term Corporate BND ETF 0.1%
Value ($000) $4,331 Shares 147,100 Est. Cost $29.39 Unrealized
CTAS Cintas Corp 0.1%
Value ($000) $4,308 Shares 8,666 Est. Cost $51.50 Unrealized +122.8%
WMB Williams Companies 0.1%
Value ($000) $4,248 Shares 130,183 Est. Cost $26.77 Unrealized +0.0%
TIP iShares TIPS Bond ETF 0.1%
Value ($000) $4,229 Shares 39,293 Est. Cost $126.65 Unrealized
SCHE Schwab Emerging Markets Equity ETF 0.1%
Value ($000) $4,190 Shares 170,114 Est. Cost $25.22 Unrealized
SYK Stryker Corp 0.1%
Value ($000) $4,165 Shares 13,618 Est. Cost $219.06 Unrealized +28.4%
TGT Target Corp 0.1%
Value ($000) $4,094 Shares 31,040 Est. Cost $68.51 Unrealized +97.0%
BNDX Vanguard Total International BND ETF 0.1%
Value ($000) $3,950 Shares 80,809 Est. Cost $49.10 Unrealized
SCHZ Schwab US Aggregate Bond ETF 0.1%
Value ($000) $3,792 Shares 82,145 Est. Cost $52.89 Unrealized
Duke Energy Co 5.625PFD 0.1%
Value ($000) $3,777 Shares 149,585 Est. Cost $26.62 Unrealized
VFH Vanguard Financials ETF 0.1%
Value ($000) $3,648 Shares 44,664 Est. Cost $70.55 Unrealized
PM Philip Morris Intl 0.1%
Value ($000) $3,589 Shares 36,290 Est. Cost $74.81 Unrealized +12.9%
VGT Vanguard Information Technology ETF 0.1%
Value ($000) $3,575 Shares 8,072 Est. Cost $263.98 Unrealized
SCHG Schwab US Large Cap Growth ETF 0.1%
Value ($000) $3,569 Shares 47,621 Est. Cost $67.97 Unrealized
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $3,344 Shares 17,854 Est. Cost $151.04 Unrealized
SCZ iShares MSCI EAFE Small Cap ETF 0.1%
Value ($000) $3,161 Shares 53,593 Est. Cost $57.06 Unrealized
Public Storage 5.6 PFD PFD Ser H 0.1%
Value ($000) $3,144 Shares 122,076 Est. Cost $27.15 Unrealized
IYW iShares US Technology ETF 0.1%
Value ($000) $3,022 Shares 27,760 Est. Cost $124.05 Unrealized
BAC Bank Of America Corp 0.1%
Value ($000) $2,973 Shares 103,635 Est. Cost $26.85 Unrealized -0.9%
EAGG iShares Esg Aware US Aggrgt BND ETF 0.1%
Value ($000) $2,951 Shares 62,558 Est. Cost $54.64 Unrealized
State Street C 5.9 PFD PFD Ser D 0.1%
Value ($000) $2,938 Shares 115,482 Est. Cost $24.19 Unrealized
COP Conocophillips 0.1%
Value ($000) $2,909 Shares 27,917 Est. Cost $64.20 Unrealized +47.2%
MS Morgan Stanley 0.0%
Value ($000) $2,886 Shares 33,796 Est. Cost $75.21 Unrealized +4.2%
MMM 3M Co 0.0%
Value ($000) $2,790 Shares 27,875 Est. Cost $119.35 Unrealized -35.0%
VTWV Vanguard Russell 2000 Value ETF 0.0%
Value ($000) $2,746 Shares 22,205 Est. Cost $139.80 Unrealized
AMP Ameriprise Finl 0.0%
Value ($000) $2,708 Shares 8,153 Est. Cost $296.47 Unrealized 0.0%
VDC Vanguard Consumer Staple ETF 0.0%
Value ($000) $2,696 Shares 13,764 Est. Cost $134.99 Unrealized
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $2,691 Shares 38,186 Est. Cost $64.35 Unrealized
XLV Select Sector Health Care SPDR ETF 0.0%
Value ($000) $2,660 Shares 20,037 Est. Cost $86.99 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.0%
Value ($000) $2,638 Shares 57,128 Est. Cost $43.11 Unrealized
Fifth Third 6.625 PFD PFD Ser I 0.0%
Value ($000) $2,621 Shares 104,739 Est. Cost $27.57 Unrealized
TTC Toro Co 0.0%
Value ($000) $2,599 Shares 25,480 Est. Cost $102.53 Unrealized 0.0%
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $2,564 Shares 24,173 Est. Cost $82.79 Unrealized
T A T & T Inc 0.0%
Value ($000) $2,498 Shares 156,601 Est. Cost $15.42 Unrealized -4.1%
VIS Vanguard Industrials ETF 0.0%
Value ($000) $2,473 Shares 11,990 Est. Cost $139.44 Unrealized
KR Kroger Co 0.0%
Value ($000) $2,458 Shares 52,291 Est. Cost $28.65 Unrealized +57.1%
SJM J M Smucker Co 0.0%
Value ($000) $2,441 Shares 16,527 Est. Cost $118.27 Unrealized +17.1%
BY Byline Bancorp Inc Com 0.0%
Value ($000) $2,427 Shares 134,158 Est. Cost $24.67 Unrealized -27.1%
BF/B Brown Forman Corp Class B 0.0%
Value ($000) $2,414 Shares 36,041 Est. Cost $55.26 Unrealized +9.3%
APD Air Prod & Chemicals 0.0%
Value ($000) $2,371 Shares 7,871 Est. Cost $194.13 Unrealized +36.6%
SCHA Schwab US Small Cap ETF 0.0%
Value ($000) $2,358 Shares 53,834 Est. Cost $55.52 Unrealized
FIS Fidelity Natl Info 0.0%
Value ($000) $2,349 Shares 42,951 Est. Cost $118.59 Unrealized -56.6%
GIS General Mills Inc 0.0%
Value ($000) $2,340 Shares 30,504 Est. Cost $71.03 Unrealized +9.1%
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $2,331 Shares 16,556 Est. Cost $117.85 Unrealized
WSBC Wesbanco Inc 0.0%
Value ($000) $2,318 Shares 89,307 Est. Cost $26.05 Unrealized 0.0%
HUM Humana Inc 0.0%
Value ($000) $2,307 Shares 5,150 Est. Cost $487.27 Unrealized +0.2%
CSX CSX Corp 0.0%
Value ($000) $2,302 Shares 67,521 Est. Cost $27.34 Unrealized +11.3%
BKNG Booking Holdings Inc 0.0%
Value ($000) $2,282 Shares 845 Est. Cost $2557.96 Unrealized +1.6%
SCHM Charles Schwab US MC ETF 0.0%
Value ($000) $2,278 Shares 32,071 Est. Cost $55.07 Unrealized
NVDA Nvidia Corp 0.0%
Value ($000) $2,243 Shares 5,302 Est. Cost $27.53 Unrealized +20.5%
VTEB Vanguard Muni BND Tax Exempt ETF 0.0%
Value ($000) $2,241 Shares 44,631 Est. Cost $50.87 Unrealized
TPL Texas Pacific Land Corp 0.0%
Value ($000) $2,213 Shares 1,681 Est. Cost $117.17 Unrealized +32.6%
VMC Vulcan Materials Com 0.0%
Value ($000) $2,198 Shares 9,750 Est. Cost $185.44 Unrealized +1.3%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $2,193 Shares 38,815 Est. Cost $54.72 Unrealized +10.2%
IWO iShares Russell 2000 Growth ETF 0.0%
Value ($000) $2,187 Shares 9,011 Est. Cost $197.66 Unrealized
CAH Cardinal Health Inc 0.0%
Value ($000) $2,179 Shares 22,919 Est. Cost $72.77 Unrealized +10.7%
TXN Texas Instruments 0.0%
Value ($000) $2,161 Shares 12,004 Est. Cost $148.84 Unrealized +6.9%
Cohen Steers REIT Prefer 0.0%
Value ($000) $2,065 Shares 108,750 Est. Cost $18.47 Unrealized
LHX L3harris Technologies Inc. 0.0%
Value ($000) $1,970 Shares 10,062 Est. Cost $181.24 Unrealized -0.2%
VYMI Vanguard Internatnl HGH DIV YLD ETF 0.0%
Value ($000) $1,931 Shares 30,559 Est. Cost $60.76 Unrealized
SWKS Skyworks Solutions 0.0%
Value ($000) $1,915 Shares 17,300 Est. Cost $92.13 Unrealized +5.0%
ADBE Adobe Inc 0.0%
Value ($000) $1,875 Shares 3,835 Est. Cost $371.36 Unrealized +8.5%
VV Vanguard Large Cap ETF 0.0%
Value ($000) $1,870 Shares 9,225 Est. Cost $166.01 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $1,857 Shares 24,800 Est. Cost $75.31 Unrealized -6.6%
BA Boeing Co 0.0%
Value ($000) $1,839 Shares 8,711 Est. Cost $326.20 Unrealized -36.3%
MU Micron Technology 0.0%
Value ($000) $1,798 Shares 28,498 Est. Cost $65.18 Unrealized -2.6%
ON On Semiconductor 0.0%
Value ($000) $1,790 Shares 18,930 Est. Cost $82.71 Unrealized 0.0%
PSX Phillips 66 0.0%
Value ($000) $1,788 Shares 18,742 Est. Cost $78.80 Unrealized +12.4%
BAX Baxter Interntnl 0.0%
Value ($000) $1,776 Shares 38,680 Est. Cost $60.45 Unrealized -32.6%
CARR Carrier Global Corp 0.0%
Value ($000) $1,775 Shares 35,568 Est. Cost $22.29 Unrealized +90.7%
VUG Vanguard Growth ETF 0.0%
Value ($000) $1,705 Shares 6,025 Est. Cost $189.28 Unrealized
DNP Select Income CF 0.0%
Value ($000) $1,694 Shares 160,656 Est. Cost $10.35 Unrealized
MOS The Mosaic Co 0.0%
Value ($000) $1,677 Shares 47,911 Est. Cost $35.86 Unrealized -0.1%
FCX Freeport-Mcmoran Inc 0.0%
Value ($000) $1,664 Shares 41,590 Est. Cost $36.99 Unrealized -0.6%
SCHW Charles Schwab Corp 0.0%
Value ($000) $1,660 Shares 29,296 Est. Cost $38.20 Unrealized +32.1%
PNC PNC Finl Services 0.0%
Value ($000) $1,632 Shares 12,958 Est. Cost $123.86 Unrealized -10.9%
Livent Corportaion 0.0%
Value ($000) $1,614 Shares 58,825 Est. Cost $27.43 Unrealized
MRSH Marsh & MC Lennan Co 0.0%
Value ($000) $1,601 Shares 8,514 Est. Cost $96.21 Unrealized +77.2%
VNQ Vanguard Real Estate ETF 0.0%
Value ($000) $1,599 Shares 18,921 Est. Cost $108.54 Unrealized
EEM iShares MSCI Emerging Markets ETF 0.0%
Value ($000) $1,584 Shares 40,028 Est. Cost $45.53 Unrealized
XLC Communicat SVS SLCT Sec SPDR ETF 0.0%
Value ($000) $1,580 Shares 24,285 Est. Cost $50.49 Unrealized
Public Storage 4.7 PFD PFD Ser J 0.0%
Value ($000) $1,566 Shares 69,575 Est. Cost $25.11 Unrealized
ELV Elevance Health, Inc 0.0%
Value ($000) $1,540 Shares 3,466 Est. Cost $382.01 Unrealized +15.9%
KMI Kinder Morgan Inc 0.0%
Value ($000) $1,534 Shares 89,070 Est. Cost $14.82 Unrealized -0.2%
SUSB iShares Esg Awr 1 5 Y Usd CP BND ETF 0.0%
Value ($000) $1,527 Shares 63,856 Est. Cost $25.92 Unrealized
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $1,524 Shares 6,254 Est. Cost $179.18 Unrealized
PRU Prudential Finl 0.0%
Value ($000) $1,511 Shares 17,129 Est. Cost $74.50 Unrealized -1.4%
The Southern Co 4.95PFD Due 01/30/80 0.0%
Value ($000) $1,481 Shares 64,480 Est. Cost $25.61 Unrealized
SMB Vaneck Vectors Short Muni ETF 0.0%
Value ($000) $1,469 Shares 87,231 Est. Cost $17.80 Unrealized
QQQ Invesco QQQ Trust 0.0%
Value ($000) $1,446 Shares 3,909 Est. Cost $322.61 Unrealized
AEP Amer Electric PWR Co 0.0%
Value ($000) $1,428 Shares 16,960 Est. Cost $77.60 Unrealized +3.0%
ALB Albemarle Corp 0.0%
Value ($000) $1,415 Shares 6,332 Est. Cost $196.15 Unrealized -0.1%
MLN Vaneck Vectors Long Muni ETF 0.0%
Value ($000) $1,412 Shares 78,675 Est. Cost $20.78 Unrealized
DCI Donaldson Co 0.0%
Value ($000) $1,399 Shares 22,382 Est. Cost $44.32 Unrealized +35.0%
XLRE Select Sector SPDR TR Real Estate Select Sector SPDR FD 0.0%
Value ($000) $1,395 Shares 37,016 Est. Cost $37.03 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $1,380 Shares 10,940 Est. Cost $112.10 Unrealized +5.0%
Unilever PLC F Sponsored ADR 0.0%
Value ($000) $1,355 Shares 25,993 Est. Cost $54.06 Unrealized
Truist Finl C 5.25 PFD PFD Ser O 0.0%
Value ($000) $1,340 Shares 59,211 Est. Cost $27.45 Unrealized
VHT Vanguard Health Care ETF 0.0%
Value ($000) $1,330 Shares 5,414 Est. Cost $228.04 Unrealized
FSLR First Solar Inc 0.0%
Value ($000) $1,317 Shares 6,930 Est. Cost $156.46 Unrealized +26.6%
AMD Advanced Micro 0.0%
Value ($000) $1,316 Shares 11,553 Est. Cost $119.38 Unrealized -12.9%
ESGV Vanguard World FD (esg US STK Etf) 0.0%
Value ($000) $1,307 Shares 16,680 Est. Cost $77.88 Unrealized
TECK Teck Resources LTD F Class B 0.0%
Value ($000) $1,306 Shares 31,014 Est. Cost $42.97 Unrealized 0.0%
IVOO Vanguard S&P Mid Cap 400 ETF 0.0%
Value ($000) $1,275 Shares 14,351 Est. Cost $105.92 Unrealized
VUSB Vanguard Ultra Short Bond ETF 0.0%
Value ($000) $1,267 Shares 25,765 Est. Cost $50.02 Unrealized
MLM Martin Marietta Matr 0.0%
Value ($000) $1,242 Shares 2,691 Est. Cost $205.49 Unrealized +89.0%
BlackRock Inc 0.0%
Value ($000) $1,231 Shares 1,781 Est. Cost $545.58 Unrealized
IBB iShares Nasdaq Biotechnology ETF 0.0%
Value ($000) $1,222 Shares 9,625 Est. Cost $109.59 Unrealized
The Southern Co 4.2PFD Due 10/15/60 0.0%
Value ($000) $1,216 Shares 57,942 Est. Cost $26.00 Unrealized
CAG Conagra Brands Inc 0.0%
Value ($000) $1,194 Shares 35,397 Est. Cost $31.32 Unrealized +0.2%
Walgreens Boots Alliance 0.0%
Value ($000) $1,185 Shares 41,601 Est. Cost $53.10 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $1,180 Shares 44,418 Est. Cost $27.71 Unrealized -16.6%
Bank Of America 5 PFD PFD Ser LL 0.0%
Value ($000) $1,179 Shares 54,109 Est. Cost $25.34 Unrealized
NRG NRG Energy Inc 0.0%
Value ($000) $1,177 Shares 31,485 Est. Cost $32.10 Unrealized 0.0%
IEX Idex Corp 0.0%
Value ($000) $1,162 Shares 5,400 Est. Cost $181.08 Unrealized +12.0%
Linde PLC F 0.0%
Value ($000) $1,160 Shares 3,043 Est. Cost $172.97 Unrealized
CAT Caterpillar Inc 0.0%
Value ($000) $1,156 Shares 4,700 Est. Cost $168.91 Unrealized +26.6%
MDT Medtronic PLC F 0.0%
Value ($000) $1,136 Shares 12,796 Est. Cost $86.10 Unrealized -7.8%
ISRG Intuitive Surgical 0.0%
Value ($000) $1,128 Shares 3,298 Est. Cost $281.29 Unrealized +7.6%
VT Vanguard Total World Stock ETF 0.0%
Value ($000) $1,125 Shares 11,596 Est. Cost $75.31 Unrealized
MET Metlife Inc 0.0%
Value ($000) $1,118 Shares 19,780 Est. Cost $51.51 Unrealized -0.6%
ALL Allstate Corp 0.0%
Value ($000) $1,104 Shares 10,045 Est. Cost $95.10 Unrealized +12.3%
GS Goldman Sachs Group 0.0%
Value ($000) $1,089 Shares 3,377 Est. Cost $282.63 Unrealized +8.9%
COR Amerisourcebergen Corp 0.0%
Value ($000) $1,068 Shares 5,551 Est. Cost $167.45 Unrealized +1.0%
WFC Wells Fargo & Co 0.0%
Value ($000) $1,063 Shares 24,905 Est. Cost $46.15 Unrealized -18.4%
VCR Vanguard Consumer Discretionary ETF 0.0%
Value ($000) $1,047 Shares 3,691 Est. Cost $219.02 Unrealized
OTIS Otis Worldwide Corp 0.0%
Value ($000) $1,045 Shares 11,744 Est. Cost $47.48 Unrealized +69.8%
HSY Hershey Co 0.0%
Value ($000) $1,015 Shares 4,063 Est. Cost $102.35 Unrealized +137.8%
Liberty All Star Equity 0.0%
Value ($000) $1,013 Shares 156,558 Est. Cost $6.48 Unrealized
AMAT Applied Materials 0.0%
Value ($000) $1,001 Shares 6,925 Est. Cost $123.91 Unrealized -1.3%
CMG Chipotle Mexican GRL 0.0%
Value ($000) $999 Shares 467 Est. Cost $9.86 Unrealized +301.1%
PFF iShares Preferred Income Sec ETF 0.0%
Value ($000) $982 Shares 31,747 Est. Cost $37.02 Unrealized
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $975 Shares 13,422 Est. Cost $53.43 Unrealized
Liberty Media Corp Series C Liberty Sirius 0.0%
Value ($000) $964 Shares 29,454 Est. Cost $38.12 Unrealized
AWK American Water Works 0.0%
Value ($000) $962 Shares 6,737 Est. Cost $105.59 Unrealized +31.1%
Lexington Realty TR REIT 0.0%
Value ($000) $959 Shares 97,160 Est. Cost $9.88 Unrealized
BK Bank Of NY Mellon Co 0.0%
Value ($000) $954 Shares 21,419 Est. Cost $43.47 Unrealized -8.2%
GWW WW Grainger Inc 0.0%
Value ($000) $953 Shares 1,209 Est. Cost $254.60 Unrealized +164.3%
CI CIGNA Corp 0.0%
Value ($000) $929 Shares 3,312 Est. Cost $220.13 Unrealized +12.6%
MPC Marathon Pete Corp 0.0%
Value ($000) $922 Shares 7,905 Est. Cost $46.01 Unrealized +138.9%
IYH iShares US Healthcare ETF 0.0%
Value ($000) $920 Shares 3,283 Est. Cost $233.58 Unrealized
PCAR Paccar Inc 0.0%
Value ($000) $912 Shares 10,900 Est. Cost $43.55 Unrealized +52.7%
BRX Brixmor Property Group REIT 0.0%
Value ($000) $902 Shares 40,980 Est. Cost $22.00 Unrealized
AON Aon PLC F Class A 0.0%
Value ($000) $898 Shares 2,600 Est. Cost $178.56 Unrealized +78.5%
MO Altria Group Inc 0.0%
Value ($000) $896 Shares 19,386 Est. Cost $34.69 Unrealized +5.4%
SHW Sherwin Williams Co 0.0%
Value ($000) $867 Shares 3,264 Est. Cost $278.11 Unrealized -17.3%
PPG PPG Industries Inc 0.0%
Value ($000) $863 Shares 5,818 Est. Cost $118.43 Unrealized +11.2%
DVY iShares Select Dividend ETF 0.0%
Value ($000) $855 Shares 7,542 Est. Cost $101.64 Unrealized
XIFR Nextera Energy Partners LP 0.0%
Value ($000) $850 Shares 14,500 Est. Cost $62.22 Unrealized -3.3%
QUAL iShares MSCI USA QLTY Fact ETF 0.0%
Value ($000) $849 Shares 6,295 Est. Cost $131.16 Unrealized
JBL Jabil Inc 0.0%
Value ($000) $847 Shares 7,850 Est. Cost $87.51 Unrealized 0.0%
PH Parker-Hannifin Corp 0.0%
Value ($000) $834 Shares 2,139 Est. Cost $291.26 Unrealized +12.8%
MCHP Microchip Technology 0.0%
Value ($000) $834 Shares 9,305 Est. Cost $59.92 Unrealized +23.2%
GE General Electric Co 0.0%
Value ($000) $832 Shares 7,570 Est. Cost $65.49 Unrealized +21.9%
SO Southern Co 0.0%
Value ($000) $823 Shares 11,721 Est. Cost $45.98 Unrealized +42.0%
HUBB Hubbell Inc 0.0%
Value ($000) $809 Shares 2,440 Est. Cost $196.66 Unrealized +35.9%
C Citigroup Inc 0.0%
Value ($000) $792 Shares 17,203 Est. Cost $44.67 Unrealized -4.3%
MAR Marriott Intl Inc Class A 0.0%
Value ($000) $785 Shares 4,273 Est. Cost $131.30 Unrealized +28.7%
HPQ HP Inc. 0.0%
Value ($000) $784 Shares 25,295 Est. Cost $25.81 Unrealized +5.1%
MFC Manulife Finl F 0.0%
Value ($000) $767 Shares 40,557 Est. Cost $19.96 Unrealized -4.3%
MCO Moodys Corp Com 0.0%
Value ($000) $765 Shares 2,199 Est. Cost $200.94 Unrealized +54.5%
TSM Taiwan Semiconductor F Sponsored ADR 0.0%
Value ($000) $749 Shares 7,393 Est. Cost $101.37 Unrealized
DOV Dover Corp 0.0%
Value ($000) $745 Shares 5,047 Est. Cost $95.72 Unrealized +44.6%
SWK Stanley Black & Deck 0.0%
Value ($000) $722 Shares 7,703 Est. Cost $152.73 Unrealized -51.2%
GLD SPDR Gold Shares ETF 0.0%
Value ($000) $702 Shares 3,936 Est. Cost $172.99 Unrealized
MINT PIMCO Enhanced SHRT Maturty Actv ETF 0.0%
Value ($000) $679 Shares 6,805 Est. Cost $101.82 Unrealized
IYJ iShares US Industrials ETF 0.0%
Value ($000) $672 Shares 6,334 Est. Cost $112.76 Unrealized
Prudential Fin 5.625PFD Due 08/15/58 0.0%
Value ($000) $669 Shares 26,850 Est. Cost $26.83 Unrealized
Fifth Third B 4.95 PFD PFD Ser K 0.0%
Value ($000) $637 Shares 29,110 Est. Cost $25.94 Unrealized
SPLV Invesco S&P 500 Low Volatility ETF 0.0%
Value ($000) $636 Shares 10,121 Est. Cost $62.00 Unrealized
DNLI Denali Therapeutics I N 0.0%
Value ($000) $636 Shares 21,540 Est. Cost $45.08 Unrealized -37.6%
IWF iShares Russell 1000 Growth ETF 0.0%
Value ($000) $623 Shares 2,265 Est. Cost $163.26 Unrealized
CRSP Crispr Therapeutics F 0.0%
Value ($000) $623 Shares 11,100 Est. Cost $79.31 Unrealized -28.5%
VRSN Verisign Inc 0.0%
Value ($000) $621 Shares 2,750 Est. Cost $218.54 Unrealized 0.0%
TGTX TG Therapeutics Inc. 0.0%
Value ($000) $621 Shares 25,000 Est. Cost $6.56 Unrealized +293.8%
EXPE Expedia Group Inc. 0.0%
Value ($000) $613 Shares 5,600 Est. Cost $97.23 Unrealized 0.0%
PYPL Paypal Holdings Inc 0.0%
Value ($000) $612 Shares 9,166 Est. Cost $94.01 Unrealized -27.6%
VFC VF Corp 0.0%
Value ($000) $610 Shares 31,955 Est. Cost $47.30 Unrealized -56.7%
Nuveen Clifornia Qulty M 0.0%
Value ($000) $609 Shares 55,550 Est. Cost $13.92 Unrealized
EW Edwards Lifesciences 0.0%
Value ($000) $601 Shares 6,375 Est. Cost $64.94 Unrealized +33.8%
KHC Kraft Heinz Co 0.0%
Value ($000) $598 Shares 16,859 Est. Cost $33.39 Unrealized +0.6%
EG Everest Re Group LTD F 0.0%
Value ($000) $597 Shares 1,747 Est. Cost $221.80 Unrealized +55.9%
HSIC Schein Henry Inc 0.0%
Value ($000) $594 Shares 7,322 Est. Cost $79.38 Unrealized -0.5%
BF/A Brown Forman Corp Class A 0.0%
Value ($000) $573 Shares 8,394 Est. Cost $61.46 Unrealized 0.0%
FMC F M C Corp 0.0%
Value ($000) $573 Shares 5,458 Est. Cost $60.69 Unrealized +65.2%
JNK SPDR Bloomberg Barclays High Yield Bond ETF 0.0%
Value ($000) $572 Shares 6,218 Est. Cost $96.46 Unrealized
Kellogg Co 0.0%
Value ($000) $570 Shares 8,456 Est. Cost $46.00 Unrealized +26.7%
TMUS T-Mobile US Inc Com 0.0%
Value ($000) $569 Shares 4,100 Est. Cost $135.59 Unrealized 0.0%
ULTA Ulta Beauty Inc 0.0%
Value ($000) $568 Shares 1,207 Est. Cost $489.83 Unrealized 0.0%
NNN National Retail Properties Inc 0.0%
Value ($000) $561 Shares 13,100 Est. Cost $42.79 Unrealized
CME Cme Group Inc Class A 0.0%
Value ($000) $559 Shares 3,018 Est. Cost $183.15 Unrealized -9.1%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $559 Shares 3,902 Est. Cost $112.67 Unrealized
LCNB LCNB Corp 0.0%
Value ($000) $552 Shares 37,400 Est. Cost $15.12 Unrealized -13.3%
PSA Public Storage REIT 0.0%
Value ($000) $550 Shares 1,886 Est. Cost $204.55 Unrealized +27.6%
Atlantica Sustainable Infrastructure 0.0%
Value ($000) $542 Shares 23,110 Est. Cost $23.94 Unrealized
SHEL Shell PLC F Unsponsored ADR 0.0%
Value ($000) $537 Shares 8,899 Est. Cost $57.05 Unrealized
VSGX Vanguard Esg Internatnl Stock ETF 0.0%
Value ($000) $537 Shares 10,105 Est. Cost $44.50 Unrealized
ITOT iShares Total US Stock Market ETF 0.0%
Value ($000) $524 Shares 5,357 Est. Cost $79.72 Unrealized
BSM Black Stone Minerals LP 0.0%
Value ($000) $522 Shares 32,746 Est. Cost $6.68 Unrealized
FCNCA First Citizens BKSH Class A 0.0%
Value ($000) $520 Shares 405 Est. Cost $423.56 Unrealized +170.4%
LBRDK Liberty Broadband Co Class C 0.0%
Value ($000) $517 Shares 6,453 Est. Cost $101.58 Unrealized -28.7%
SLB Schlumberger LTD F 0.0%
Value ($000) $514 Shares 10,402 Est. Cost $39.39 Unrealized +13.0%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $509 Shares 3,492 Est. Cost $122.51 Unrealized +8.3%
VXUS Vanguard Total International STK ETF 0.0%
Value ($000) $490 Shares 8,729 Est. Cost $53.18 Unrealized
Nuveen Arizona QLTY MNCP 0.0%
Value ($000) $486 Shares 45,100 Est. Cost $13.93 Unrealized
American Financial Group Inc 0.0%
Value ($000) $485 Shares 20,975 Est. Cost $28.06 Unrealized
TTWO Take-Two Interactive 0.0%
Value ($000) $481 Shares 3,271 Est. Cost $130.71 Unrealized +0.0%
RIO Rio Tinto PLC F Sponsored ADR 0.0%
Value ($000) $477 Shares 7,465 Est. Cost $67.57 Unrealized
HIG Hartford Finl SVC GP 0.0%
Value ($000) $476 Shares 6,575 Est. Cost $66.74 Unrealized +0.0%
FLEX Flextronics Intl LTD Ord SHS 0.0%
Value ($000) $468 Shares 16,950 Est. Cost $17.83 Unrealized 0.0%
WY Weyerhaeuser Co REIT 0.0%
Value ($000) $467 Shares 13,944 Est. Cost $25.28 Unrealized +10.1%
ATO Atmos Energy Corp 0.0%
Value ($000) $465 Shares 4,000 Est. Cost $108.41 Unrealized 0.0%
CNI Canadian Natl Railwy F 0.0%
Value ($000) $460 Shares 3,800 Est. Cost $112.93 Unrealized -0.5%
IYM iShares US Basic Materials ETF 0.0%
Value ($000) $454 Shares 3,411 Est. Cost $103.16 Unrealized
STX Seagate Technology Holdings PB LTD Co 0.0%
Value ($000) $453 Shares 7,285 Est. Cost $66.04 Unrealized -14.4%
HBAN Huntington Bancshs 0.0%
Value ($000) $448 Shares 40,988 Est. Cost $9.88 Unrealized -4.1%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $448 Shares 3,655 Est. Cost $103.28 Unrealized
FLOT iShares Floating Rate Bond ETF 0.0%
Value ($000) $447 Shares 8,795 Est. Cost $50.92 Unrealized
GPC Genuine Parts Co 0.0%
Value ($000) $445 Shares 2,612 Est. Cost $83.67 Unrealized +80.8%
BX Blackstone Group Inc 0.0%
Value ($000) $443 Shares 4,766 Est. Cost $64.58 Unrealized +24.1%
LAMR Lamar Advertising Co 0.0%
Value ($000) $442 Shares 4,450 Est. Cost $99.25 Unrealized
SCHV Schwab US Large Cap Value ETF 0.0%
Value ($000) $435 Shares 6,489 Est. Cost $55.64 Unrealized
DD DuPont De Nemours Inc 0.0%
Value ($000) $433 Shares 6,060 Est. Cost $26.76 Unrealized +1.5%
MSI Motorola Solutions 0.0%
Value ($000) $430 Shares 1,463 Est. Cost $159.46 Unrealized +74.4%
DSI iShares MSCI KLD 400 Social Indx ETF 0.0%
Value ($000) $427 Shares 5,073 Est. Cost $89.03 Unrealized
Liberty Media Corp Series A Liberty Sirius 0.0%
Value ($000) $422 Shares 12,867 Est. Cost $38.43 Unrealized
USMV iShares MSCI USA Min Vol FCTR ETF 0.0%
Value ($000) $413 Shares 5,557 Est. Cost $74.87 Unrealized
D Dominion Energy Inc 0.0%
Value ($000) $407 Shares 7,849 Est. Cost $56.62 Unrealized -16.0%
Hillenbrand Inc 0.0%
Value ($000) $406 Shares 7,913 Est. Cost $51.02 Unrealized
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $405 Shares 7,862 Est. Cost $50.29 Unrealized
AIG American Intl Group 0.0%
Value ($000) $403 Shares 7,000 Est. Cost $51.29 Unrealized -1.3%
AJG Arthur J Gallagher&c 0.0%
Value ($000) $396 Shares 1,804 Est. Cost $88.05 Unrealized +130.7%
KKR KKR & Co Inc 0.0%
Value ($000) $392 Shares 7,000 Est. Cost $51.41 Unrealized 0.0%
EEMV Ishs MSCI Emerg MRKT Min Vol FCT ETF 0.0%
Value ($000) $388 Shares 7,065 Est. Cost $62.34 Unrealized
CM CDN Imperial BK Comm F 0.0%
Value ($000) $386 Shares 8,896 Est. Cost $47.11 Unrealized -20.1%
DOW Dow Inc 0.0%
Value ($000) $378 Shares 7,106 Est. Cost $41.18 Unrealized +9.9%
ICE Intercontinental Exc 0.0%
Value ($000) $378 Shares 3,345 Est. Cost $122.87 Unrealized -14.8%
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $375 Shares 1,475 Est. Cost $196.35 Unrealized
IYC iShares U.S. Consumer Services ETF 0.0%
Value ($000) $368 Shares 5,168 Est. Cost $83.29 Unrealized
Activision Blizzard 0.0%
Value ($000) $367 Shares 4,354 Est. Cost $83.61 Unrealized
PVH PVH Corporation Com 0.0%
Value ($000) $365 Shares 4,290 Est. Cost $83.99 Unrealized 0.0%
SHM SPDR Nuveen Bloomberg Barclays Short Term Muni Bond ETF 0.0%
Value ($000) $363 Shares 7,715 Est. Cost $47.02 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $361 Shares 4,683 Est. Cost $62.33 Unrealized +16.5%
JPMorgan Chase &co 0.0%
Value ($000) $359 Shares 14,270 Est. Cost $24.49 Unrealized
VICI Vici Properties Inc 0.0%
Value ($000) $357 Shares 11,225 Est. Cost $27.60 Unrealized 0.0%
EXE Chesapeake Energy Co 0.0%
Value ($000) $355 Shares 4,245 Est. Cost $73.57 Unrealized 0.0%
EBAY eBay Inc 0.0%
Value ($000) $353 Shares 7,900 Est. Cost $43.88 Unrealized -3.7%
NTAP Netapp Inc 0.0%
Value ($000) $344 Shares 4,500 Est. Cost $44.97 Unrealized +41.9%
FTV Fortive Corp Disc 0.0%
Value ($000) $343 Shares 4,584 Est. Cost $49.53 Unrealized +0.8%
MAIN Main Street Capital 0.0%
Value ($000) $336 Shares 8,400 Est. Cost $39.67 Unrealized 0.0%
TAK Takeda Pharma Co F Sponsored ADR 0.0%
Value ($000) $333 Shares 20,781 Est. Cost $13.63 Unrealized
TFC Truist Finl Corp 0.0%
Value ($000) $333 Shares 10,963 Est. Cost $39.66 Unrealized -32.1%
EUSB iShares ESG Advanced TTL USD BND ETF 0.0%
Value ($000) $332 Shares 7,807 Est. Cost $42.20 Unrealized
L Loews Corp 0.0%
Value ($000) $327 Shares 5,500 Est. Cost $48.63 Unrealized +18.0%
HRB H & R Block 0.0%
Value ($000) $322 Shares 10,000 Est. Cost $20.60 Unrealized +44.9%
CHH Choice Hotels Intl 0.0%
Value ($000) $317 Shares 2,700 Est. Cost $138.14 Unrealized -15.3%
PFG Principal Finl 0.0%
Value ($000) $315 Shares 4,155 Est. Cost $64.13 Unrealized +2.1%
XLF Select STR Financial Select SPDR ETF 0.0%
Value ($000) $315 Shares 9,344 Est. Cost $29.02 Unrealized
TSCO Tractor Supply Comp 0.0%
Value ($000) $310 Shares 1,404 Est. Cost $42.98 Unrealized +1.8%
Horizon Therapeutics PLC Com 0.0%
Value ($000) $309 Shares 3,000 Est. Cost $102.85 Unrealized
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $308 Shares 1,954 Est. Cost $138.16 Unrealized
STAG Stag Industrial Inc REIT 0.0%
Value ($000) $302 Shares 8,375 Est. Cost $36.00 Unrealized
BILL Bill Com HLDGS Inc 0.0%
Value ($000) $301 Shares 2,577 Est. Cost $276.70 Unrealized -65.7%
LUV Southwest Airlines 0.0%
Value ($000) $301 Shares 8,272 Est. Cost $37.59 Unrealized -21.5%
WBD Warner Brothers Discover 0.0%
Value ($000) $300 Shares 23,930 Est. Cost $15.95 Unrealized -18.6%
WHR Whirlpool Corp 0.0%
Value ($000) $298 Shares 2,000 Est. Cost $141.46 Unrealized -2.9%
GLW Corning Inc 0.0%
Value ($000) $296 Shares 8,460 Est. Cost $26.35 Unrealized +16.1%
AMZA Etfis Ser TR I InfraCap MLP ETF 0.0%
Value ($000) $293 Shares 8,850 Est. Cost $33.16 Unrealized
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $291 Shares 3,495 Est. Cost $87.73 Unrealized
EL Estee Lauder Co Inc Class A 0.0%
Value ($000) $288 Shares 1,469 Est. Cost $196.57 Unrealized +2.5%
CLX Clorox Co 0.0%
Value ($000) $283 Shares 1,782 Est. Cost $143.33 Unrealized +3.0%
Vale SA - Sponsored ADR 0.0%
Value ($000) $282 Shares 21,050 Est. Cost $13.42 Unrealized
LYTS L S I Industries Inc 0.0%
Value ($000) $280 Shares 22,256 Est. Cost $7.55 Unrealized +65.9%
A Agilent Technologies Inc Com 0.0%
Value ($000) $276 Shares 2,290 Est. Cost $156.90 Unrealized -20.3%
FAST Fastenal Co 0.0%
Value ($000) $269 Shares 4,560 Est. Cost $13.59 Unrealized +88.9%
CTVA Corteva Inc 0.0%
Value ($000) $269 Shares 4,689 Est. Cost $53.67 Unrealized +5.5%
DKNG Draftkings Inc New Class A 0.0%
Value ($000) $266 Shares 10,000 Est. Cost $14.08 Unrealized +63.7%
NXPI NXP Semiconductors F 0.0%
Value ($000) $265 Shares 1,290 Est. Cost $103.74 Unrealized +63.1%
ILMN Illumina Inc 0.0%
Value ($000) $265 Shares 1,415 Est. Cost $202.41 Unrealized 0.0%
SUSA iShares MSCI USA Esg Select ETF 0.0%
Value ($000) $264 Shares 2,820 Est. Cost $97.88 Unrealized
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.0%
Value ($000) $259 Shares 3,619 Est. Cost $65.65 Unrealized
VSS VGRD FTSE All WRLD Ex US SML Cap ETF 0.0%
Value ($000) $257 Shares 2,326 Est. Cost $102.88 Unrealized
SCHO Schwab Short Term US Treasury ETF 0.0%
Value ($000) $255 Shares 5,315 Est. Cost $50.18 Unrealized
PGR Progressive Co Ohio 0.0%
Value ($000) $253 Shares 1,911 Est. Cost $121.14 Unrealized +1.2%
TM Toyota Motor Corp F Sponsored ADR 0.0%
Value ($000) $252 Shares 1,565 Est. Cost $167.89 Unrealized
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $249 Shares 14,727 Est. Cost $12.82 Unrealized +10.8%
REGN Regeneron Pharms Inc 0.0%
Value ($000) $247 Shares 344 Est. Cost $409.75 Unrealized +87.1%
PLD Prologis Inc. REIT 0.0%
Value ($000) $246 Shares 2,006 Est. Cost $98.91 Unrealized +14.1%
LBRDA Liberty Broadband Corp Series A 0.0%
Value ($000) $244 Shares 3,063 Est. Cost $99.20 Unrealized -27.1%
SYF Synchrony Finl 0.0%
Value ($000) $243 Shares 7,162 Est. Cost $35.71 Unrealized -19.3%
BN Brookfield Corp F Class A 0.0%
Value ($000) $239 Shares 7,114 Est. Cost $21.90 Unrealized -5.0%
XYZ Block Inc CL A 0.0%
Value ($000) $235 Shares 3,527 Est. Cost $62.48 Unrealized 0.0%
VIOO Vanguard S&P Small Cap 600 ETF 0.0%
Value ($000) $231 Shares 2,509 Est. Cost $135.40 Unrealized
ETR Entergy Corp 0.0%
Value ($000) $229 Shares 2,350 Est. Cost $47.16 Unrealized 0.0%
HR Healthcare Realty Trust Class A 0.0%
Value ($000) $229 Shares 12,120 Est. Cost $18.86 Unrealized
FBIN Fortune Brands HM&S 0.0%
Value ($000) $228 Shares 3,175 Est. Cost $53.05 Unrealized +14.6%
LW Lamb Weston Holdings 0.0%
Value ($000) $227 Shares 1,974 Est. Cost $106.00 Unrealized 0.0%
MAC The Macerich Co REIT 0.0%
Value ($000) $225 Shares 20,000 Est. Cost $17.28 Unrealized
OSBC Old Second BNCP Inc 0.0%
Value ($000) $225 Shares 17,238 Est. Cost $12.35 Unrealized -1.0%
Discover Finl S 0.0%
Value ($000) $225 Shares 1,926 Est. Cost $105.06 Unrealized
Life Storage Inc 0.0%
Value ($000) $219 Shares 1,650 Est. Cost $132.96 Unrealized
EQT EQT Corporation Com 0.0%
Value ($000) $214 Shares 5,212 Est. Cost $33.78 Unrealized +0.7%
XLE Energy Select Sector SPDR ETF 0.0%
Value ($000) $214 Shares 2,635 Est. Cost $76.00 Unrealized
AFG American Financial Group, Inc 0.0%
Value ($000) $214 Shares 1,800 Est. Cost $101.44 Unrealized -2.1%
LQD iShares iBoxx Invt Grade Bond ETF 0.0%
Value ($000) $214 Shares 1,975 Est. Cost $119.79 Unrealized
CIEN Ciena Corp 0.0%
Value ($000) $213 Shares 5,015 Est. Cost $45.54 Unrealized 0.0%
Arista Networks Inc 0.0%
Value ($000) $211 Shares 1,300 Est. Cost $164.66 Unrealized
TMFG Motley Fool Global Opportunities ETF 0.0%
Value ($000) $210 Shares 7,855 Est. Cost $32.08 Unrealized
ESLT Elbit Systems LTD F 0.0%
Value ($000) $209 Shares 1,000 Est. Cost $182.23 Unrealized +3.9%
DIA SPDR Dow Jones Indl (average Et Ut Ser 1) 0.0%
Value ($000) $207 Shares 600 Est. Cost $326.64 Unrealized
GEHC GE Healthcare Technologies 0.0%
Value ($000) $205 Shares 2,520 Est. Cost $72.82 Unrealized +9.1%
Shockwave Medical Inc 0.0%
Value ($000) $203 Shares 712 Est. Cost $208.42 Unrealized
APH Amphenol Corp Class A 0.0%
Value ($000) $198 Shares 2,325 Est. Cost $36.91 Unrealized +2.8%
CBRE Cbre Group Inc Class A 0.0%
Value ($000) $198 Shares 2,451 Est. Cost $49.75 Unrealized +50.5%
TD Toronto-Dominion BK F 0.0%
Value ($000) $197 Shares 3,181 Est. Cost $69.56 Unrealized -13.5%
CHD Church & Dwight Co 0.0%
Value ($000) $197 Shares 1,962 Est. Cost $93.48 Unrealized -2.3%
GBF iShares Govt Credit Bond ETF 0.0%
Value ($000) $197 Shares 1,890 Est. Cost $103.73 Unrealized
IBKR Interactive Brokers Class A 0.0%
Value ($000) $196 Shares 2,360 Est. Cost $16.85 Unrealized +15.4%
MTCH Match Group Inc New 0.0%
Value ($000) $193 Shares 4,615 Est. Cost $35.72 Unrealized 0.0%
Liberty Global Inc F Class C 0.0%
Value ($000) $192 Shares 10,820 Est. Cost $20.06 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $192 Shares 937 Est. Cost $160.09 Unrealized +24.9%
SCHP Schwab US TIPS ETF 0.0%
Value ($000) $187 Shares 3,574 Est. Cost $53.80 Unrealized
ARI Apollo Coml Real Estate Fin Inc Com 0.0%
Value ($000) $187 Shares 16,025 Est. Cost $11.69 Unrealized
URI United Rentals Inc 0.0%
Value ($000) $185 Shares 415 Est. Cost $361.03 Unrealized 0.0%
IAC IAC/Interactivecorp New Com New 0.0%
Value ($000) $184 Shares 2,930 Est. Cost $45.81 Unrealized 0.0%
SKT Tanger Factory Outlet Centers Inc 0.0%
Value ($000) $183 Shares 8,300 Est. Cost $22.07 Unrealized
KRE SPDR S&P Regional Banking ETF 0.0%
Value ($000) $180 Shares 4,416 Est. Cost $44.67 Unrealized
NTR Nutrien LTD F 0.0%
Value ($000) $180 Shares 3,021 Est. Cost $65.82 Unrealized -11.7%
Iteris Inc New Com 0.0%
Value ($000) $180 Shares 45,366 Est. Cost $4.00 Unrealized
ISCB iShares Morningstar Small Cap ETF 0.0%
Value ($000) $179 Shares 3,600 Est. Cost $81.85 Unrealized
OHI Omega Hlthcare Invts REIT 0.0%
Value ($000) $178 Shares 5,800 Est. Cost $37.36 Unrealized
SCHR Schwab Intermediate Term US TRS ETF 0.0%
Value ($000) $177 Shares 3,584 Est. Cost $50.18 Unrealized
Liberty Media Corp Series C Liberty Braves 0.0%
Value ($000) $176 Shares 4,451 Est. Cost $27.68 Unrealized
IYE iShares US Energy ETF 0.0%
Value ($000) $174 Shares 4,055 Est. Cost $41.13 Unrealized
PGF Invesco Financial Preferred ETF 0.0%
Value ($000) $171 Shares 11,950 Est. Cost $14.35 Unrealized
DFAC Dimensional U S Core Equity 2 ETF 0.0%
Value ($000) $170 Shares 6,248 Est. Cost $26.98 Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $168 Shares 16,856 Est. Cost $9.62 Unrealized -12.0%
MAA Mid-America Apartment Communities Inc 0.0%
Value ($000) $165 Shares 1,085 Est. Cost $135.38 Unrealized 0.0%
ESGU iShares Esg Aware MSCI USA ETF 0.0%
Value ($000) $165 Shares 1,690 Est. Cost $86.24 Unrealized
FTNT Fortinet Inc 0.0%
Value ($000) $164 Shares 2,167 Est. Cost $57.37 Unrealized +18.5%
TCPC BlackRock TCP 0.0%
Value ($000) $164 Shares 15,000 Est. Cost $10.49 Unrealized 0.0%
OGE O G E Energy CP HLDG 0.0%
Value ($000) $163 Shares 4,553 Est. Cost $37.79 Unrealized -2.6%
AYI Acuity Brands Inc 0.0%
Value ($000) $163 Shares 1,000 Est. Cost $203.61 Unrealized -22.1%
REG Regency Centers Corp 0.0%
Value ($000) $162 Shares 2,600 Est. Cost $53.31 Unrealized 0.0%
The Allstate Cor 5.1PFD Due 01/15/53 0.0%
Value ($000) $162 Shares 6,455 Est. Cost $26.41 Unrealized
DRI Darden Restaurants 0.0%
Value ($000) $161 Shares 962 Est. Cost $121.42 Unrealized +19.1%
ECL Ecolab Inc 0.0%
Value ($000) $159 Shares 847 Est. Cost $141.55 Unrealized +18.2%
TPR Tapestry Inc 0.0%
Value ($000) $158 Shares 3,685 Est. Cost $38.66 Unrealized +0.2%
PHO Invesco Water Resources ETF 0.0%
Value ($000) $152 Shares 2,700 Est. Cost $53.02 Unrealized
CHE Chemed Corp 0.0%
Value ($000) $149 Shares 275 Est. Cost $473.20 Unrealized +14.4%
SHY iShares 1-3 Year Treasry Bond ETF 0.0%
Value ($000) $147 Shares 1,817 Est. Cost $86.33 Unrealized
VTV Vanguard Value ETF 0.0%
Value ($000) $147 Shares 1,035 Est. Cost $135.09 Unrealized
BXP Boston Properties REIT 0.0%
Value ($000) $147 Shares 2,504 Est. Cost $85.13 Unrealized -47.6%
BOND PIMCO Active Bond ETF 0.0%
Value ($000) $143 Shares 1,562 Est. Cost $104.50 Unrealized
EPI Wisdomtree India Earnings ETF 0.0%
Value ($000) $143 Shares 4,100 Est. Cost $36.01 Unrealized
MTUM iShares TR Edge MSCI USA Momentum Factor ETF 0.0%
Value ($000) $141 Shares 979 Est. Cost $138.20 Unrealized
ESGD iShares ESG Aware MSCI EAFE ETF 0.0%
Value ($000) $141 Shares 1,928 Est. Cost $73.70 Unrealized
EFV iShares MSCI EAFE Value ETF 0.0%
Value ($000) $141 Shares 2,872 Est. Cost $43.82 Unrealized
Neuberger Berman Municip 0.0%
Value ($000) $140 Shares 13,583 Est. Cost $15.04 Unrealized
OUNZ Vaneck Merk Gold ETF 0.0%
Value ($000) $140 Shares 7,500 Est. Cost $18.83 Unrealized
U.S. Bancorp 5.5 PFD PFD 0.0%
Value ($000) $139 Shares 6,025 Est. Cost $26.86 Unrealized
ORLY O Reilly Automotive 0.0%
Value ($000) $139 Shares 145 Est. Cost $44.32 Unrealized +37.8%
ES Eversource Energy 0.0%
Value ($000) $139 Shares 1,953 Est. Cost $72.86 Unrealized -9.3%
Focus Finl Partners 0051 0.0%
Value ($000) $138 Shares 2,625 Est. Cost $42.30 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $137 Shares 560 Est. Cost $196.64 Unrealized +8.3%
WU Western Union Co 0.0%
Value ($000) $137 Shares 11,640 Est. Cost $22.92 Unrealized
Marathon Oil Corporation 0.0%
Value ($000) $136 Shares 5,900 Est. Cost $25.11 Unrealized
Gamco Invest 5.375 PFD PFD Ser A 0.0%
Value ($000) $135 Shares 5,700 Est. Cost $25.01 Unrealized
RGLD Royal Gold Inc 0.0%
Value ($000) $132 Shares 1,150 Est. Cost $128.67 Unrealized 0.0%
AL Air Lease Corp Class A 0.0%
Value ($000) $132 Shares 3,135 Est. Cost $35.98 Unrealized +5.0%
AGCO A G C O Corp 0.0%
Value ($000) $131 Shares 1,000 Est. Cost $109.55 Unrealized +5.0%
BHP BHP Group LTD F Sponsored ADR 0.0%
Value ($000) $128 Shares 2,150 Est. Cost $60.90 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $127 Shares 1,813 Est. Cost $59.91 Unrealized +5.5%
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) $126 Shares 5,113 Est. Cost $26.78 Unrealized
iShares Ibonds Dec 2023 Term ETF 0.0%
Value ($000) $123 Shares 4,844 Est. Cost $25.29 Unrealized
HUN Huntsman Corp 0.0%
Value ($000) $122 Shares 4,500 Est. Cost $25.97 Unrealized 0.0%
BlackRock Core Bond CF 0.0%
Value ($000) $122 Shares 11,424 Est. Cost $13.13 Unrealized
DLN Wisdomtree US Largecap Dividend ETF 0.0%
Value ($000) $121 Shares 1,899 Est. Cost $65.72 Unrealized
BMO Bank Montreal Que F 0.0%
Value ($000) $120 Shares 1,330 Est. Cost $98.30 Unrealized -19.6%
Total Se F Sponsored ADR 0.0%
Value ($000) $120 Shares 2,053 Est. Cost $51.27 Unrealized
SRCE First Source Corp 0.0%
Value ($000) $120 Shares 2,850 Est. Cost $46.25 Unrealized
LFUS Littelfuse Inc 0.0%
Value ($000) $119 Shares 410 Est. Cost $265.35 Unrealized -1.3%
NFLX Netflix Inc 0.0%
Value ($000) $119 Shares 270 Est. Cost $32.15 Unrealized +14.6%
EOG Eog Resources Inc 0.0%
Value ($000) $119 Shares 1,039 Est. Cost $70.69 Unrealized +47.7%
CHTR Charter Communicatn Class A 0.0%
Value ($000) $117 Shares 319 Est. Cost $412.49 Unrealized -17.3%
AMX America Movil Sab F Sponsored ADR 0.0%
Value ($000) $117 Shares 5,400 Est. Cost $21.05 Unrealized
MDU M D U Resources GRP 0.0%
Value ($000) $116 Shares 5,500 Est. Cost $9.45 Unrealized +10.4%
BIV Vanguard Intermediate Term Bond ETF 0.0%
Value ($000) $115 Shares 1,525 Est. Cost $77.53 Unrealized
iShares Ibonds Dec 2024 TRM ETF 0.0%
Value ($000) $109 Shares 4,425 Est. Cost $24.62 Unrealized
NUDM Nuveen Esg Inter DVLP MKT Eqy ETF 0.0%
Value ($000) $108 Shares 3,735 Est. Cost $25.80 Unrealized
ROST Ross Stores Inc 0.0%
Value ($000) $106 Shares 949 Est. Cost $92.69 Unrealized +10.2%
MUNI PIMCO Intrmediate Muni Bond Actv ETF 0.0%
Value ($000) $106 Shares 2,050 Est. Cost $51.84 Unrealized
MPT Medical Properties REIT 0.0%
Value ($000) $106 Shares 11,100 Est. Cost $12.33 Unrealized
WAFD Washington Federal 0.0%
Value ($000) $106 Shares 3,993 Est. Cost $29.01 Unrealized -13.7%
SMH Vaneck Vectors Semiconductor ETF 0.0%
Value ($000) $104 Shares 686 Est. Cost $211.02 Unrealized
LULU Lululemon Athletica 0.0%
Value ($000) $104 Shares 275 Est. Cost $333.37 Unrealized +10.7%
MDYV SPDR S&P 400 Mid Cap Value ETF 0.0%
Value ($000) $103 Shares 1,494 Est. Cost $64.24 Unrealized
SCHC Schwab Internatnal Small Cap Eqy ETF 0.0%
Value ($000) $103 Shares 3,038 Est. Cost $37.26 Unrealized
ADUS Addus Homecare Corp 0.0%
Value ($000) $102 Shares 1,100 Est. Cost $80.41 Unrealized +18.6%
BlackRock Municipal Income 0.0%
Value ($000) $101 Shares 8,970 Est. Cost $11.29 Unrealized
WTRG Essential Utils Inc 0.0%
Value ($000) $101 Shares 2,531 Est. Cost $48.23 Unrealized -13.0%
IDXX Idexx Labs Inc 0.0%
Value ($000) $100 Shares 200 Est. Cost $512.42 Unrealized -6.5%
AEE Ameren Corp 0.0%
Value ($000) $100 Shares 1,229 Est. Cost $77.82 Unrealized +1.1%
Gabelli Equity T 5 PFD PFD Ser H 0.0%
Value ($000) $100 Shares 4,500 Est. Cost $24.97 Unrealized
WING Wingstop Inc 0.0%
Value ($000) $100 Shares 500 Est. Cost $141.78 Unrealized +37.8%
CADE Cadence Bank 0.0%
Value ($000) $99 Shares 5,000 Est. Cost $22.42 Unrealized -19.8%
VOT Vanguard Mid Cap Growth ETF 0.0%
Value ($000) $99 Shares 481 Est. Cost $221.01 Unrealized
MTB M & T Bank Corp 0.0%
Value ($000) $99 Shares 796 Est. Cost $138.84 Unrealized -20.3%
PWR Quanta Services Inc 0.0%
Value ($000) $98 Shares 500 Est. Cost $110.40 Unrealized +57.5%
NOC Northrop Grumman Co 0.0%
Value ($000) $98 Shares 214 Est. Cost $391.17 Unrealized +10.9%
SHOP Shopify Inc F Class A 0.0%
Value ($000) $97 Shares 1,500 Est. Cost $53.41 Unrealized +5.8%
VLO Valero Energy Corp 0.0%
Value ($000) $97 Shares 825 Est. Cost $80.62 Unrealized +33.0%
GM General Motors Co 0.0%
Value ($000) $96 Shares 2,492 Est. Cost $50.79 Unrealized -33.8%
O Realty Incm Corp REIT 0.0%
Value ($000) $96 Shares 1,600 Est. Cost $55.33 Unrealized -5.0%
TMRAY Tomra Systems Asa Spon A D R 0.0%
Value ($000) $96 Shares 6,000 Est. Cost $19.67 Unrealized
J Jacobs Solutions Inc 0.0%
Value ($000) $95 Shares 800 Est. Cost $100.68 Unrealized -7.5%
Bank Of Amer 5.375 PFD PFD Ser KK 0.0%
Value ($000) $95 Shares 4,113 Est. Cost $21.12 Unrealized
BR Broadridge Financial Solutions 0.0%
Value ($000) $93 Shares 559 Est. Cost $141.74 Unrealized +2.2%
Wells Fargo & 5.85 PFD PFD Ser Q 0.0%
Value ($000) $93 Shares 3,700 Est. Cost $25.30 Unrealized
CTRA Coterra Energy Inc. 0.0%
Value ($000) $92 Shares 3,620 Est. Cost $20.11 Unrealized +13.4%
IP International Paper 0.0%
Value ($000) $91 Shares 2,867 Est. Cost $37.65 Unrealized -22.8%
ESGE iShares Esg Aware MSCI Em ETF 0.0%
Value ($000) $91 Shares 2,875 Est. Cost $35.13 Unrealized
FFBC First Finl Bancorp 0.0%
Value ($000) $91 Shares 4,447 Est. Cost $21.28 Unrealized -14.1%
DFAS Dimensional U S Small Cap ETF 0.0%
Value ($000) $90 Shares 1,645 Est. Cost $56.06 Unrealized
PAGP Plains GP HLDGS L P LTD Partner Int CL A New Int 0.0%
Value ($000) $89 Shares 6,000 Est. Cost $14.83 Unrealized
FMX Fomento Economico Mexi F Sponsored ADR 0.0%
Value ($000) $87 Shares 785 Est. Cost $82.85 Unrealized
INFY Infosys LTD F Sponsored ADR 0.0%
Value ($000) $86 Shares 5,280 Est. Cost $24.89 Unrealized
BlackRock Municipal Income Trust Ii 0.0%
Value ($000) $83 Shares 7,976 Est. Cost $10.44 Unrealized
ZBRA Zebra Technologies Class A 0.0%
Value ($000) $83 Shares 281 Est. Cost $459.42 Unrealized -38.9%
STE Steris PLC F 0.0%
Value ($000) $83 Shares 367 Est. Cost $217.27 Unrealized -10.1%
BP BP PLC F Sponsored ADR 0.0%
Value ($000) $82 Shares 2,326 Est. Cost $30.59 Unrealized
ERII Energy Recovery Inc 0.0%
Value ($000) $82 Shares 2,928 Est. Cost $19.47 Unrealized +28.1%
Vanguard S&P 500 ETF SHS 0.0%
Value ($000) $82 Shares 200 Est. Cost $348.54 Unrealized
Hess Corporation Com 0.0%
Value ($000) $82 Shares 600 Est. Cost $135.95 Unrealized
RXL ProShares Ultra Health Care ETF 0.0%
Value ($000) $81 Shares 912 Est. Cost $102.35 Unrealized
ADM Archer Daniels Midland C 0.0%
Value ($000) $80 Shares 1,056 Est. Cost $70.02 Unrealized -1.0%
HYG iShares iBoxx High Yield Bond ETF 0.0%
Value ($000) $79 Shares 1,058 Est. Cost $76.93 Unrealized
F Ford Motor Co 0.0%
Value ($000) $79 Shares 5,243 Est. Cost $13.12 Unrealized -18.5%
SU Suncor Energy Inc F 0.0%
Value ($000) $79 Shares 2,700 Est. Cost $27.14 Unrealized -0.1%
JKHY Jack Henry & Assoc 0.0%
Value ($000) $79 Shares 470 Est. Cost $150.31 Unrealized 0.0%
FRT Federal Realty Invt TR REIT 0.0%
Value ($000) $78 Shares 800 Est. Cost $91.13 Unrealized -8.3%
IT Gartner Inc 0.0%
Value ($000) $78 Shares 223 Est. Cost $285.72 Unrealized +14.0%
JPMorgan Chase & 6 PFD PFD Ser Ee 0.0%
Value ($000) $78 Shares 3,070 Est. Cost $24.74 Unrealized
XEL Xcel Energy Inc Minn 0.0%
Value ($000) $78 Shares 1,241 Est. Cost $60.44 Unrealized +0.6%
NLY Annaly Capital Management Inc 0.0%
Value ($000) $77 Shares 3,830 Est. Cost $20.15 Unrealized
SPDW SPDR Portfolio DVLPD WRLD Ex-US ETF 0.0%
Value ($000) $77 Shares 2,351 Est. Cost $30.46 Unrealized
CNS Cohen & Steers Inc 0.0%
Value ($000) $76 Shares 1,319 Est. Cost $72.83 Unrealized -26.4%
TXRH Texas Roadhouse Class A 0.0%
Value ($000) $76 Shares 680 Est. Cost $86.51 Unrealized +21.7%
PPL PPL Corp 0.0%
Value ($000) $76 Shares 2,854 Est. Cost $25.07 Unrealized +0.3%
GPN Global Payments Inc 0.0%
Value ($000) $75 Shares 764 Est. Cost $131.18 Unrealized -23.7%
SNA Snap On Inc 0.0%
Value ($000) $75 Shares 260 Est. Cost $190.45 Unrealized +26.9%
DFIV Dimensional International Val ETF 0.0%
Value ($000) $74 Shares 2,248 Est. Cost $33.48 Unrealized
XRAY Dentsply Sirona Inc 0.0%
Value ($000) $74 Shares 1,833 Est. Cost $52.87 Unrealized -24.8%
TFI SPDR Nuveen Bloomberg Barclays Municipal Bond 0.0%
Value ($000) $73 Shares 1,592 Est. Cost $47.83 Unrealized
PGX Invesco Preferred ETF 0.0%
Value ($000) $73 Shares 6,456 Est. Cost $11.87 Unrealized
BLMN Bloomin' Brands Inc 0.0%
Value ($000) $73 Shares 2,700 Est. Cost $22.00 Unrealized 0.0%
ICF iShares Cohen And Steers REIT ETF 0.0%
Value ($000) $72 Shares 1,300 Est. Cost $71.01 Unrealized
PAYX Paychex Inc 0.0%
Value ($000) $72 Shares 645 Est. Cost $108.44 Unrealized -6.8%
SXT Sensient Technologie 0.0%
Value ($000) $71 Shares 1,000 Est. Cost $84.25 Unrealized -11.9%
KMX Carmax Inc 0.0%
Value ($000) $71 Shares 845 Est. Cost $107.40 Unrealized -31.8%
BKR Baker Hughes Co. Class A 0.0%
Value ($000) $71 Shares 2,231 Est. Cost $27.68 Unrealized -1.0%
VRTX Vertex Pharmaceutica 0.0%
Value ($000) $70 Shares 200 Est. Cost $237.33 Unrealized +42.0%
WOR Worthington Inds Inc 0.0%
Value ($000) $70 Shares 1,012 Est. Cost $34.54 Unrealized +7.2%
XLI Select Sector Industrial SPDR ETF 0.0%
Value ($000) $70 Shares 655 Est. Cost $102.98 Unrealized
LITE Lumentum Holdings Inc 0.0%
Value ($000) $70 Shares 1,235 Est. Cost $49.97 Unrealized 0.0%
HASI Hannon Armstrong Sustainable 0.0%
Value ($000) $70 Shares 2,787 Est. Cost $35.85 Unrealized -38.0%
KCLI Kansas City Life Ins 0.0%
Value ($000) $70 Shares 3,000 Est. Cost $38.75 Unrealized -43.0%
ISTB iShares Core 1 5 Year Usd Bond ETF 0.0%
Value ($000) $69 Shares 1,480 Est. Cost $46.64 Unrealized
CRBN iShares TR MSCI Acwi Low Carbon Target ETF 0.0%
Value ($000) $69 Shares 440 Est. Cost $159.67 Unrealized
Greenville National Bancorp Com STK 0.0%
Value ($000) $69 Shares 2,866 Est. Cost $24.01 Unrealized
KNX Knight Swift Transportat Class A 0.0%
Value ($000) $69 Shares 1,237 Est. Cost $52.63 Unrealized +2.4%
TFX Teleflex Incorporate 0.0%
Value ($000) $68 Shares 283 Est. Cost $257.91 Unrealized -4.9%
Cohen Steers Total Retur 0.0%
Value ($000) $68 Shares 5,975 Est. Cost $15.47 Unrealized
MGK Vanguard Mega Cap Growth ETF 0.0%
Value ($000) $68 Shares 288 Est. Cost $179.72 Unrealized
SNPS Synopsys Inc 0.0%
Value ($000) $67 Shares 155 Est. Cost $311.80 Unrealized +29.2%
EQR Equity Residential REIT 0.0%
Value ($000) $67 Shares 1,006 Est. Cost $75.29 Unrealized -25.7%
Equitrans Midstream 0.0%
Value ($000) $67 Shares 7,000 Est. Cost $9.56 Unrealized
CHKP Check PT Software F 0.0%
Value ($000) $67 Shares 530 Est. Cost $130.56 Unrealized -3.6%
Lam Research Corp 0.0%
Value ($000) $66 Shares 103 Est. Cost $520.53 Unrealized
KTB Kontoor Brands Inc 0.0%
Value ($000) $66 Shares 1,575 Est. Cost $43.03 Unrealized -0.2%
PRF Invesco Exchange (traded FD TR FTSE Rafi 1000) 0.0%
Value ($000) $66 Shares 402 Est. Cost $160.26 Unrealized
INDA iShares MSCI India 0.0%
Value ($000) $66 Shares 1,500 Est. Cost $43.70 Unrealized
IDU iShares U.S. Utilities ETF 0.0%
Value ($000) $65 Shares 800 Est. Cost $83.67 Unrealized
CTSH Cognizant Tech Solu Class A 0.0%
Value ($000) $65 Shares 999 Est. Cost $64.24 Unrealized -7.6%
Templeton Dragon CF 0.0%
Value ($000) $65 Shares 7,100 Est. Cost $11.64 Unrealized
RIVN Rivian Automotive Inc Class A 0.0%
Value ($000) $64 Shares 3,850 Est. Cost $20.11 Unrealized -30.5%
HOMB Home Bancshares 0.0%
Value ($000) $64 Shares 2,803 Est. Cost $23.66 Unrealized -7.8%
SAFT Safety Ins Group Inc Com 0.0%
Value ($000) $63 Shares 875 Est. Cost $85.36 Unrealized -14.3%
ROP Roper Technologies 0.0%
Value ($000) $63 Shares 130 Est. Cost $434.78 Unrealized +2.4%
SUB iShares Short Term NTNL Mun BND ETF 0.0%
Value ($000) $62 Shares 600 Est. Cost $104.67 Unrealized
NTCT Netscout Systems Inc. 0.0%
Value ($000) $62 Shares 1,996 Est. Cost $29.39 Unrealized 0.0%
NI Nisource Inc 00500 0.0%
Value ($000) $61 Shares 2,229 Est. Cost $25.51 Unrealized -0.1%
SUI Sun Communities REIT 0.0%
Value ($000) $61 Shares 461 Est. Cost $176.17 Unrealized
KNF Knife River HLDG Co 0.0%
Value ($000) $60 Shares 1,375 Est. Cost $44.43 Unrealized 0.0%
BTI Brit Amer Tobacco F Sponsored ADR 0.0%
Value ($000) $60 Shares 1,800 Est. Cost $33.25 Unrealized
AVA Avista Corp 0.0%
Value ($000) $59 Shares 1,500 Est. Cost $36.52 Unrealized +1.5%
EDVMF Endeavour MNG PLC Ordf Canadian Shares 0.0%
Value ($000) $59 Shares 2,449 Est. Cost $21.05 Unrealized +10.8%
BOX Box Inc Class A 0.0%
Value ($000) $59 Shares 2,000 Est. Cost $26.31 Unrealized +5.3%
Nuveen Amt Free Quality 0.0%
Value ($000) $59 Shares 5,356 Est. Cost $11.57 Unrealized
IBDS iShares Ibonds Dec 2027 Term Corporate ETF 0.0%
Value ($000) $59 Shares 2,500 Est. Cost $23.48 Unrealized
CLF Cleveland-Cliffs Inc 0.0%
Value ($000) $59 Shares 3,500 Est. Cost $15.86 Unrealized 0.0%
RVTY Perkinelmer Inc 0.0%
Value ($000) $59 Shares 493 Est. Cost $176.05 Unrealized -30.7%
EBF Ennis Inc 0.0%
Value ($000) $59 Shares 2,871 Est. Cost $13.81 Unrealized +13.9%
BAM Brookfiled Asset Manag F Class A 0.0%
Value ($000) $58 Shares 1,777 Est. Cost $27.10 Unrealized +8.3%
MNST Monster Beverage Corpora 0.0%
Value ($000) $57 Shares 1,000 Est. Cost $46.78 Unrealized +21.6%
CHWY Chewy Inc CL A 0.0%
Value ($000) $57 Shares 1,451 Est. Cost $35.91 Unrealized -3.1%
AZN Astrazeneca PLC F Sponsored ADR 0.0%
Value ($000) $57 Shares 792 Est. Cost $67.46 Unrealized
IBDR Ishrs Ibnds Dec 2026 TRM Corp ETF 0.0%
Value ($000) $56 Shares 2,402 Est. Cost $23.47 Unrealized
SBGSF Schneider SA Ex Spie Batig SHS 0.0%
Value ($000) $56 Shares 310 Est. Cost $169.88 Unrealized +1.4%
TCW Strategic Income CF 0.0%
Value ($000) $56 Shares 12,000 Est. Cost $4.99 Unrealized
CACC Credit Accept Corp 0.0%
Value ($000) $56 Shares 110 Est. Cost $544.73 Unrealized -14.1%
CHDN Churchill Downs Inc 0.0%
Value ($000) $56 Shares 400 Est. Cost $135.47 Unrealized 0.0%
SPHQ Invesco Exchange Traded FD TR S&P 500 Quality ETF A 0.0%
Value ($000) $56 Shares 1,102 Est. Cost $50.45 Unrealized
CEG Constellation Energy Corp Com 0.0%
Value ($000) $56 Shares 607 Est. Cost $47.62 Unrealized +70.8%
VVV Valvoline Inc 0.0%
Value ($000) $55 Shares 1,479 Est. Cost $36.31 Unrealized 0.0%
Westrock Co 0.0%
Value ($000) $55 Shares 1,890 Est. Cost $47.03 Unrealized
VOOG Vanguard S&P 500 Growth ETF 0.0%
Value ($000) $55 Shares 214 Est. Cost $230.01 Unrealized
TDS Telephone & Data SYS 0.0%
Value ($000) $52 Shares 6,354 Est. Cost $19.34 Unrealized -56.1%
MRNA Moderna Inc 0.0%
Value ($000) $52 Shares 430 Est. Cost $162.11 Unrealized -17.7%
SCHH Charles Schwab US REIT ETF 0.0%
Value ($000) $52 Shares 2,671 Est. Cost $19.50 Unrealized
VYX NCR Corp 0.0%
Value ($000) $52 Shares 2,054 Est. Cost $24.57 Unrealized -41.3%
FIW First Trust Ise Water Index ETF 0.0%
Value ($000) $51 Shares 581 Est. Cost $86.38 Unrealized
CNQ Canadian Natural Res LTD 0.0%
Value ($000) $51 Shares 900 Est. Cost $22.33 Unrealized +15.0%
HAL Halliburton Co HLDG 0.0%
Value ($000) $51 Shares 1,550 Est. Cost $29.78 Unrealized -0.3%
BlackRock Credit All Inc TR IV 0.0%
Value ($000) $51 Shares 5,019 Est. Cost $10.64 Unrealized
IUSB iShares Total Usd Bond Market ETF 0.0%
Value ($000) $50 Shares 1,110 Est. Cost $49.59 Unrealized
NWL Newell Brands Inc. 0.0%
Value ($000) $50 Shares 5,800 Est. Cost $8.88 Unrealized 0.0%
Liberty Media Corp Series A Liberty Braves 0.0%
Value ($000) $50 Shares 1,225 Est. Cost $28.15 Unrealized
ZIM Zim Integrated 0.0%
Value ($000) $50 Shares 4,040 Est. Cost $16.08 Unrealized 0.0%
Ishr Ibnd Dec 2025 TRM ETF 0.0%
Value ($000) $50 Shares 2,048 Est. Cost $24.38 Unrealized
VNT Vontier Corp 0.0%
Value ($000) $50 Shares 1,542 Est. Cost $28.63 Unrealized +0.7%
VALE Vale S.A. 0.0%
Value ($000) $50 Shares 3,700 Est. Cost $13.42 Unrealized
VMware Inc Class A 0.0%
Value ($000) $50 Shares 345 Est. Cost $113.87 Unrealized
MGV Vanguard Mega Cap Value 0.0%
Value ($000) $49 Shares 476 Est. Cost $97.64 Unrealized
ING ING Groep ADR Rep 1 Or F Sponsored ADR 0.0%
Value ($000) $49 Shares 3,656 Est. Cost $10.43 Unrealized
LIT Global X Lithium Battery Tech ETF 0.0%
Value ($000) $49 Shares 750 Est. Cost $76.98 Unrealized
FDN First Trust Internet Index CF ETF 0.0%
Value ($000) $49 Shares 299 Est. Cost $187.88 Unrealized
VAC Marriott Vacations 0.0%
Value ($000) $48 Shares 394 Est. Cost $160.86 Unrealized -19.6%
BKH Black Hills Corp 0.0%
Value ($000) $48 Shares 800 Est. Cost $55.83 Unrealized 0.0%
NFE New Fortress Energy A Class A 0.0%
Value ($000) $48 Shares 1,800 Est. Cost $29.00 Unrealized 0.0%
OGN Organon & Co 0.0%
Value ($000) $48 Shares 2,314 Est. Cost $28.56 Unrealized -33.1%
UBSI United Bankshrs Inc 0.0%
Value ($000) $48 Shares 1,600 Est. Cost $36.23 Unrealized -13.1%
GSK Glaxo Wellcome PLC Spon ADR 0.0%
Value ($000) $47 Shares 1,319 Est. Cost $29.80 Unrealized
FE Firstenergy Corp 0.0%
Value ($000) $47 Shares 1,221 Est. Cost $36.12 Unrealized -2.6%
IAU iShares Gold TR iShares New 0.0%
Value ($000) $47 Shares 1,282 Est. Cost $34.49 Unrealized
DINO HF Sinclair Corp Com 0.0%
Value ($000) $46 Shares 1,039 Est. Cost $30.32 Unrealized +28.5%
TRP TC Energy Corp F 0.0%
Value ($000) $46 Shares 1,113 Est. Cost $35.87 Unrealized -0.4%
FXO First Trust Financials Alphadex ETF 0.0%
Value ($000) $46 Shares 1,210 Est. Cost $45.91 Unrealized
Eaton Vance Tax Man GL D 0.0%
Value ($000) $46 Shares 5,750 Est. Cost $8.15 Unrealized
WEX Wex Inc 0.0%
Value ($000) $46 Shares 250 Est. Cost $182.16 Unrealized -2.8%
BC Brunswick Corp 0.0%
Value ($000) $45 Shares 520 Est. Cost $79.05 Unrealized -2.9%
LKNCY Luckin Coffee Inc F Unsponsored ADR 0.0%
Value ($000) $45 Shares 2,000 Est. Cost $9.16 Unrealized
SM SM Energy Co 0.0%
Value ($000) $44 Shares 1,400 Est. Cost $33.28 Unrealized -20.6%
ALC Alcon Inc F 0.0%
Value ($000) $44 Shares 539 Est. Cost $73.52 Unrealized +3.1%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $44 Shares 171 Est. Cost $104.05 Unrealized 0.0%
DGX Quest Diagnostic Inc 0.0%
Value ($000) $43 Shares 309 Est. Cost $129.07 Unrealized +1.5%
PJP Invesco Dynamic Pharmaceuticals ETF 0.0%
Value ($000) $43 Shares 574 Est. Cost $79.58 Unrealized
FUL Fuller Co H B 0050 0.0%
Value ($000) $43 Shares 600 Est. Cost $66.88 Unrealized -5.3%
TDC Teradata Corp 0.0%
Value ($000) $43 Shares 800 Est. Cost $45.85 Unrealized -1.7%
QRVO Qorvo Inc 0.0%
Value ($000) $43 Shares 418 Est. Cost $95.99 Unrealized 0.0%
HUBS Hubspot Inc 0.0%
Value ($000) $43 Shares 80 Est. Cost $484.47 Unrealized -3.3%
GOVT iShares US Treasury Bond ETF 0.0%
Value ($000) $42 Shares 1,852 Est. Cost $23.36 Unrealized
IBDV iShares Ibnd Dec 2030 TRM Cop ETF IV 0.0%
Value ($000) $42 Shares 2,000 Est. Cost $21.20 Unrealized
EQAL Invesco Russell 1000 Equal Weight ETF 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $41.84 Unrealized
MR Cooper Group Inc 0.0%
Value ($000) $42 Shares 825 Est. Cost $50.64 Unrealized
PowerShares S&P 500 Equal Weight ETF 0.0%
Value ($000) $42 Shares 278 Est. Cost $134.23 Unrealized
FNDE Schwab Funda Emg MKTS Large Com ETF 0.0%
Value ($000) $41 Shares 1,545 Est. Cost $24.95 Unrealized
EMB iShares JPMorgan Usd MTS Bond ETF 0.0%
Value ($000) $41 Shares 476 Est. Cost $88.93 Unrealized
RPM RPM Intl Inc 0.0%
Value ($000) $41 Shares 459 Est. Cost $85.82 Unrealized -4.2%
MDB Mongodb Inc 0.0%
Value ($000) $41 Shares 100 Est. Cost $374.33 Unrealized -22.1%
PNW Pinnacle West Cap 0.0%
Value ($000) $41 Shares 500 Est. Cost $60.39 Unrealized +18.2%
BIIB Biogen Inc 0.0%
Value ($000) $40 Shares 140 Est. Cost $217.46 Unrealized +37.0%
GNTX Gentex Corp 0.0%
Value ($000) $40 Shares 1,350 Est. Cost $31.10 Unrealized -11.4%
RSG Republic Services 0.0%
Value ($000) $37 Shares 244 Est. Cost $121.09 Unrealized +14.4%
WEN Wendy's Company 0.0%
Value ($000) $37 Shares 1,700 Est. Cost $22.53 Unrealized -1.1%
MBC Masterbrand Inc 0.0%
Value ($000) $37 Shares 3,175 Est. Cost $8.19 Unrealized +17.1%
IJT iShares S&P Small-Cap 600 Growth ETF 0.0%
Value ($000) $37 Shares 320 Est. Cost $125.10 Unrealized
WSM Williams Sonoma 0.0%
Value ($000) $36 Shares 289 Est. Cost $69.40 Unrealized -17.9%
TT Trane Technologies PLC F 0.0%
Value ($000) $36 Shares 189 Est. Cost $148.74 Unrealized +16.1%
MTZ Mastec Inc 0.0%
Value ($000) $36 Shares 305 Est. Cost $87.37 Unrealized +12.1%
FNDF Schwab Fundamental Intl LG Co ETF 0.0%
Value ($000) $36 Shares 1,114 Est. Cost $29.07 Unrealized
APPN Appian Corp Class A 0.0%
Value ($000) $36 Shares 750 Est. Cost $56.73 Unrealized -25.7%
RITM New Residential Investment Corp 0.0%
Value ($000) $35 Shares 3,690 Est. Cost $9.60 Unrealized
NUEM Nuveen Esg Emerging Markt Eqy ETF 0.0%
Value ($000) $35 Shares 1,296 Est. Cost $25.44 Unrealized
PWZ Invesco California Amt-Free Municipal Bond 0.0%
Value ($000) $35 Shares 1,430 Est. Cost $25.80 Unrealized
SHE SPDR Ssga Gender Diversity ETF 0.0%
Value ($000) $35 Shares 400 Est. Cost $88.04 Unrealized
CG Carlyle Group Inc 0.0%
Value ($000) $35 Shares 1,101 Est. Cost $26.64 Unrealized 0.0%
Goldman Sachs Group 6.5 PFD Due 11/1/61 0.0%
Value ($000) $35 Shares 1,375 Est. Cost $25.47 Unrealized
Cushman Wakefield PLC SHS 0.0%
Value ($000) $35 Shares 4,270 Est. Cost $20.51 Unrealized
Anworth Mortga 6.25 PFD Conv Ser B 0.0%
Value ($000) $35 Shares 1,800 Est. Cost $23.04 Unrealized
Cohen & Steers Quality Income RLTY FD Inc Com 0.0%
Value ($000) $35 Shares 3,000 Est. Cost $16.73 Unrealized
Tekla HLTHCR Inv 0.0%
Value ($000) $35 Shares 2,024 Est. Cost $20.77 Unrealized
STIP iShares 0-5 YR TIPS Bond ETF 0.0%
Value ($000) $34 Shares 353 Est. Cost $104.94 Unrealized
CVE Cenovus Energy Inc F 0.0%
Value ($000) $34 Shares 2,000 Est. Cost $13.81 Unrealized +13.6%
UVE Universal Insurance 0.0%
Value ($000) $34 Shares 2,200 Est. Cost $16.57 Unrealized 0.0%
PKG Packaging Corp Of Am 0.0%
Value ($000) $33 Shares 250 Est. Cost $129.65 Unrealized -4.3%
HDV iShares Core High Dividend ETF 0.0%
Value ($000) $33 Shares 325 Est. Cost $106.89 Unrealized
XLU Select Sector Uti Select SPDR ETF 0.0%
Value ($000) $33 Shares 500 Est. Cost $74.46 Unrealized
ESML iShares Esg Aware MSCI USA Small Cap ETF 0.0%
Value ($000) $33 Shares 915 Est. Cost $38.04 Unrealized
FXH First Trust Health Care Alphadex ETF 0.0%
Value ($000) $32 Shares 300 Est. Cost $114.66 Unrealized
PLXS Plexus Corp 0.0%
Value ($000) $32 Shares 330 Est. Cost $83.25 Unrealized +10.1%
RF Regions Financial 0.0%
Value ($000) $32 Shares 1,795 Est. Cost $19.77 Unrealized -21.0%
HYS PIMCO 0-5 Year High YLD BND Idx ETF 0.0%
Value ($000) $32 Shares 353 Est. Cost $95.46 Unrealized
Berry Global Group 0.0%
Value ($000) $32 Shares 500 Est. Cost $64.34 Unrealized
RMBS Rambus Inc Del Com 0.0%
Value ($000) $32 Shares 500 Est. Cost $27.68 Unrealized +98.9%
EXC Exelon Corp 0.0%
Value ($000) $31 Shares 766 Est. Cost $36.82 Unrealized +1.7%
CNC Centene Corp 0.0%
Value ($000) $30 Shares 452 Est. Cost $82.02 Unrealized -18.7%
EMN Eastman Chemical Co 0.0%
Value ($000) $30 Shares 360 Est. Cost $100.97 Unrealized -27.5%
XJH Ishs Esg Screen S And P Mid Cap ETF 0.0%
Value ($000) $30 Shares 850 Est. Cost $34.48 Unrealized
ACA Arcosa Inc 0.0%
Value ($000) $30 Shares 399 Est. Cost $66.81 Unrealized 0.0%
LPX Louisiana Pacific Corporation 0.0%
Value ($000) $30 Shares 400 Est. Cost $61.84 Unrealized 0.0%
IGM iShares Expanded Tech Sector ETF 0.0%
Value ($000) $29 Shares 75 Est. Cost $388.63 Unrealized
SNY Sanofi S A F Sponsored ADR 0.0%
Value ($000) $29 Shares 540 Est. Cost $50.94 Unrealized
XMVFX BlackRock Munivest CF 0.0%
Value ($000) $29 Shares 4,303 Est. Cost $8.19 Unrealized
DG Dollar General Corp 0.0%
Value ($000) $29 Shares 169 Est. Cost $203.95 Unrealized -8.2%
RY Royal Bank Of Canada F 0.0%
Value ($000) $29 Shares 300 Est. Cost $112.12 Unrealized -14.9%
BE Bloom Energy Corp A 0.0%
Value ($000) $29 Shares 1,750 Est. Cost $19.54 Unrealized -17.3%
SIEGY Siemens A G F Sponsored ADR 0.0%
Value ($000) $29 Shares 343 Est. Cost $69.14 Unrealized
IUSV iShares Core (S&P US Value Etf) 0.0%
Value ($000) $29 Shares 365 Est. Cost $75.87 Unrealized
PIMCO Corporate Income Opp Fund 0.0%
Value ($000) $28 Shares 2,000 Est. Cost $15.47 Unrealized
MGA Magna Intl Inc F 0.0%
Value ($000) $28 Shares 500 Est. Cost $47.99 Unrealized 0.0%
Nuveen Amt Free Municipal Credit Income Fund 0.0%
Value ($000) $28 Shares 2,398 Est. Cost $12.31 Unrealized
PCTY Paylocity HLDG Corp 0.0%
Value ($000) $28 Shares 150 Est. Cost $200.81 Unrealized -8.8%
BIDU Baidu Com Inc F Sponsored ADR 0.0%
Value ($000) $27 Shares 200 Est. Cost $132.30 Unrealized
ASTS Ast Spacemobile Inc Class A 0.0%
Value ($000) $27 Shares 5,800 Est. Cost $5.18 Unrealized 0.0%
EA Electronic Arts Inc 0.0%
Value ($000) $27 Shares 210 Est. Cost $127.37 Unrealized -1.9%
IJK iShares S&P Midcap 400 Growth ETF 0.0%
Value ($000) $27 Shares 362 Est. Cost $73.68 Unrealized
FNDC Schwab Fundamental Intl SM Co ETF 0.0%
Value ($000) $27 Shares 811 Est. Cost $30.43 Unrealized
COTY Coty Inc Class A 0.0%
Value ($000) $27 Shares 2,190 Est. Cost $11.80 Unrealized 0.0%
DXC D X C Technology Co 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $24.90 Unrealized 0.0%
Western Ast Infltn Link 0.0%
Value ($000) $27 Shares 3,000 Est. Cost $12.01 Unrealized
BSX Boston Scientific Co 0.0%
Value ($000) $27 Shares 490 Est. Cost $42.28 Unrealized +23.5%
WYNN WYNN Resorts 0.0%
Value ($000) $26 Shares 250 Est. Cost $89.68 Unrealized +16.3%
WTKWY Wolters Kluwers Spon 0.0%
Value ($000) $26 Shares 207 Est. Cost $96.77 Unrealized
IR Ingersoll Rand Inc 0.0%
Value ($000) $26 Shares 400 Est. Cost $53.70 Unrealized +9.8%
MKTX Marketaxess HLDGS Inc Com 0.0%
Value ($000) $26 Shares 100 Est. Cost $327.79 Unrealized -12.6%
HAS Hasbro Inc 0.0%
Value ($000) $26 Shares 400 Est. Cost $52.00 Unrealized 0.0%
TER Teradyne Inc 0.0%
Value ($000) $25 Shares 229 Est. Cost $102.39 Unrealized -3.2%
LNC Lincoln National Co 0.0%
Value ($000) $25 Shares 985 Est. Cost $54.74 Unrealized -65.9%
Aegon N V F Sponsored ADR 0.0%
Value ($000) $25 Shares 5,000 Est. Cost $5.29 Unrealized
USRT iShares Core US REIT ETF 0.0%
Value ($000) $25 Shares 487 Est. Cost $51.19 Unrealized
E. I. Du Pont 4.5 PFD PFD 0.0%
Value ($000) $25 Shares 300 Est. Cost $98.30 Unrealized
India Fund Inc 0.0%
Value ($000) $25 Shares 1,500 Est. Cost $16.60 Unrealized
FTSL First Trust Senior Loan ETF 0.0%
Value ($000) $25 Shares 545 Est. Cost $44.28 Unrealized
MIDD Middleby Corp The 0.0%
Value ($000) $25 Shares 167 Est. Cost $181.61 Unrealized -22.4%
FNDA Schwab Fundamental US Small Com ETF 0.0%
Value ($000) $25 Shares 486 Est. Cost $46.72 Unrealized
CURE DRXN Daily Healthcre Bull 3X SHS ETF 0.0%
Value ($000) $25 Shares 245 Est. Cost $130.47 Unrealized
BlackRock Limited Durati 0.0%
Value ($000) $24 Shares 1,900 Est. Cost $14.34 Unrealized
TSQ Townsquare Media Inc 0.0%
Value ($000) $24 Shares 2,000 Est. Cost $12.23 Unrealized -20.3%
NUE Nucor Corp 0.0%
Value ($000) $24 Shares 147 Est. Cost $116.41 Unrealized +20.5%
PIPR Piper Sandler Companies 0.0%
Value ($000) $24 Shares 186 Est. Cost $145.50 Unrealized -9.2%
NCLH Norwegian Cruise Lin F 0.0%
Value ($000) $24 Shares 1,100 Est. Cost $15.17 Unrealized +0.9%
WAB Wabtec 0.0%
Value ($000) $24 Shares 218 Est. Cost $97.29 Unrealized +0.6%
WH Wyndham Hotels & Resorts Inc 0.0%
Value ($000) $24 Shares 347 Est. Cost $85.15 Unrealized -19.8%
Hawaiian Holdings 0.0%
Value ($000) $24 Shares 2,200 Est. Cost $19.70 Unrealized
Stericycle Inc 0.0%
Value ($000) $24 Shares 510 Est. Cost $52.80 Unrealized
UTGN U T G Inc 0.0%
Value ($000) $24 Shares 800 Est. Cost $29.06 Unrealized 0.0%
VRSK Verisk Analytics Inc Class A 0.0%
Value ($000) $24 Shares 104 Est. Cost $189.67 Unrealized +8.9%
TAN Invesco Solar ETF 0.0%
Value ($000) $23 Shares 325 Est. Cost $75.46 Unrealized
Liberty Media Corp Series C Liberty Media 0.0%
Value ($000) $23 Shares 306 Est. Cost $68.27 Unrealized
CCSO Carbon Collective Climate US ETF IV 0.0%
Value ($000) $23 Shares 1,153 Est. Cost $19.79 Unrealized
SBGSY Schneider Electric SA F Sponsored ADR 0.0%
Value ($000) $23 Shares 625 Est. Cost $33.78 Unrealized
BITW Bitwise 10 Crypto Index Fund 0.0%
Value ($000) $23 Shares 2,000 Est. Cost $8.85 Unrealized
CCI Crown Castle Intl Co REIT 0.0%
Value ($000) $23 Shares 198 Est. Cost $146.66 Unrealized -30.2%
BBD Banco Bradesco S.A. New Spon ADR 0.0%
Value ($000) $22 Shares 6,376 Est. Cost $3.50 Unrealized
Beyond Air Inc 0.0%
Value ($000) $22 Shares 5,218 Est. Cost $6.68 Unrealized
RTO Rentokil Initial 0.0%
Value ($000) $22 Shares 569 Est. Cost $30.81 Unrealized
Nuveen PFD & Incm Securties FD 0.0%
Value ($000) $22 Shares 3,458 Est. Cost $8.45 Unrealized
SLYV SPDR S&P 600 Small Cap Value ETF 0.0%
Value ($000) $22 Shares 286 Est. Cost $83.33 Unrealized
NVT Nvent Electric PLC F 0.0%
Value ($000) $22 Shares 427 Est. Cost $43.01 Unrealized 0.0%
WYY Widepoint Corp 0.0%
Value ($000) $22 Shares 11,825 Est. Cost $4.06 Unrealized -54.3%
DLR Digital Realty Trust REIT 0.0%
Value ($000) $22 Shares 193 Est. Cost $125.20 Unrealized -27.7%
Zuora Inc Class A 0.0%
Value ($000) $22 Shares 2,000 Est. Cost $14.98 Unrealized
XMUIX BlackRock Municipal Income Fund Inc 0.0%
Value ($000) $22 Shares 1,877 Est. Cost $11.47 Unrealized
HLI Houlihan Lokey Inc Class A 0.0%
Value ($000) $21 Shares 217 Est. Cost $78.20 Unrealized +10.8%
DMRR Dayton & Mich RR Co Com 0.0%
Value ($000) $21 Shares 608 Est. Cost $26.64 Unrealized +15.8%
Repare Therapeutics In F 0.0%
Value ($000) $21 Shares 2,000 Est. Cost $13.99 Unrealized
Citigroup Inc 6.875 PFD 0.0%
Value ($000) $21 Shares 835 Est. Cost $26.35 Unrealized
Sila Realty Trust Inc CL Ass A 0.0%
Value ($000) $21 Shares 2,575 Est. Cost $8.20 Unrealized
Armour Residenti 7 PFD PFD Ser C 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $20.88 Unrealized
RBC RBC Bearings Inc Com 0.0%
Value ($000) $21 Shares 96 Est. Cost $177.51 Unrealized +22.1%
RCL Royal Caribbean Group F 0.0%
Value ($000) $21 Shares 200 Est. Cost $69.26 Unrealized +11.3%
IWC iShares Micro Cap ETF 0.0%
Value ($000) $20 Shares 185 Est. Cost $104.51 Unrealized
New Relic Inc 0.0%
Value ($000) $20 Shares 308 Est. Cost $64.19 Unrealized
ENR Energizer Holdings Inc 0.0%
Value ($000) $20 Shares 600 Est. Cost $29.53 Unrealized 0.0%
The Allstate C 5.1 PFD PFD Ser H 0.0%
Value ($000) $20 Shares 900 Est. Cost $25.16 Unrealized
XBKNX BlackRock Investment QLT 0.0%
Value ($000) $20 Shares 1,700 Est. Cost $14.45 Unrealized
PIO Invesco Global Water ETF 0.0%
Value ($000) $20 Shares 547 Est. Cost $34.98 Unrealized
BWA Borg Warner Inc 0.0%
Value ($000) $20 Shares 400 Est. Cost $36.18 Unrealized +9.6%
SPMD SPDR Mid Cap ETF 0.0%
Value ($000) $19 Shares 424 Est. Cost $39.69 Unrealized
LSTR Landstar System Inc 0.0%
Value ($000) $19 Shares 101 Est. Cost $145.42 Unrealized
FBCG Fidelity Blue Chip (growth Etf) 0.0%
Value ($000) $19 Shares 640 Est. Cost $30.24 Unrealized
ALNY Alnylam Pharmaceuticals Inc 0.0%
Value ($000) $19 Shares 100 Est. Cost $190.74 Unrealized +3.9%
WDC Western Digital Corp 0.0%
Value ($000) $19 Shares 500 Est. Cost $27.71 Unrealized 0.0%
POR Portland Generl Elec 0.0%
Value ($000) $19 Shares 400 Est. Cost $40.14 Unrealized +8.9%
Healthcare Realty Trust Inc Co M Usd0.01 CL A 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $18.86 Unrealized
UNM Unum Group 0.0%
Value ($000) $19 Shares 392 Est. Cost $27.94 Unrealized +56.1%
Diamondrock H 8.25 PFD PFD Ser A 0.0%
Value ($000) $19 Shares 726 Est. Cost $25.52 Unrealized
SITE Siteone Landscape Supply Inc Com 0.0%
Value ($000) $18 Shares 110 Est. Cost $134.18 Unrealized +10.0%
PRFZ PowerShares ETF Trust FTSE Us1500 SM (PRFZ Etus) 0.0%
Value ($000) $18 Shares 106 Est. Cost $151.34 Unrealized
CECO Ceco Environmental 0.0%
Value ($000) $18 Shares 1,355 Est. Cost $8.02 Unrealized +55.1%
MEDP Medpace Holdings Inc 0.0%
Value ($000) $18 Shares 75 Est. Cost $164.88 Unrealized +26.0%
MLKN Miller Herman Inc 0.0%
Value ($000) $18 Shares 1,200 Est. Cost $32.30 Unrealized -55.0%
AAL American Airlines Group 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $15.59 Unrealized -5.9%
DON Wisdomtree US Midcap Dividend ETF 0.0%
Value ($000) $18 Shares 425 Est. Cost $44.42 Unrealized
HP Helmerich & Payne 0.0%
Value ($000) $18 Shares 500 Est. Cost $34.45 Unrealized -1.0%
PRI Primerica, Inc. 0.0%
Value ($000) $17 Shares 88 Est. Cost $125.77 Unrealized +46.0%
LVS Las Vegas Sands Corp. 0.0%
Value ($000) $17 Shares 300 Est. Cost $56.48 Unrealized 0.0%
KTOS Kratos Def & Sec Sol 0.0%
Value ($000) $17 Shares 1,200 Est. Cost $18.25 Unrealized -25.8%
RLI Rli Corp 0.0%
Value ($000) $17 Shares 126 Est. Cost $49.13 Unrealized +23.5%
ABNB Airbnb Inc Class A 0.0%
Value ($000) $17 Shares 133 Est. Cost $136.98 Unrealized -14.6%
HURN Huron Consulting GRP 0.0%
Value ($000) $17 Shares 200 Est. Cost $46.12 Unrealized +77.8%
DELL Dell Technologies 0.0%
Value ($000) $17 Shares 310 Est. Cost $51.17 Unrealized -14.3%
WDS Woodside Energy Group F Sponsored ADR 0.0%
Value ($000) $17 Shares 722 Est. Cost $23.19 Unrealized
NSRGF Nestle SA Ordf 0.0%
Value ($000) $17 Shares 138 Est. Cost $114.68 Unrealized +0.7%
MRCC Monroe Capital Corp 0.0%
Value ($000) $16 Shares 2,000 Est. Cost $6.66 Unrealized -18.7%
Nuveen California Munici 0.0%
Value ($000) $16 Shares 1,884 Est. Cost $9.18 Unrealized
CRWD Crowdstrike HLDGS Inc 0.0%
Value ($000) $16 Shares 110 Est. Cost $186.36 Unrealized -25.2%
Putnam Premier Income TR 0.0%
Value ($000) $16 Shares 4,500 Est. Cost $4.02 Unrealized
BlackRock Muniyield Qual 0.0%
Value ($000) $16 Shares 1,444 Est. Cost $12.60 Unrealized
BYLB Boyle Bancorp Inc 0.0%
Value ($000) $16 Shares 200 Est. Cost $71.30 Unrealized 0.0%
Bank Of America 6.45PFD Due 12/15/66 0.0%
Value ($000) $16 Shares 613 Est. Cost $26.15 Unrealized
CC Chemours Co 0.0%
Value ($000) $16 Shares 421 Est. Cost $27.54 Unrealized 0.0%
LTC LTC Properties, Inc. REIT 0.0%
Value ($000) $16 Shares 470 Est. Cost $38.47 Unrealized
FIZZ Natl Beverage Corp 0.0%
Value ($000) $15 Shares 320 Est. Cost $43.53 Unrealized +7.6%
AZO Autozone Inc 0.0%
Value ($000) $15 Shares 6 Est. Cost $2056.62 Unrealized +24.0%
VOE Vanguard Mid Cap Value ETF 0.0%
Value ($000) $15 Shares 107 Est. Cost $95.70 Unrealized
IBDT iShares Ibonds Dec 2028 Term ETF 0.0%
Value ($000) $15 Shares 600 Est. Cost $24.50 Unrealized
EBS Emergent Biosolution 0.0%
Value ($000) $15 Shares 2,000 Est. Cost $44.11 Unrealized -79.0%
ATEN A10 Networks Inc 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $13.21 Unrealized +4.8%
Market Vectors Agribusiness ETF 0.0%
Value ($000) $14 Shares 176 Est. Cost $86.48 Unrealized
SUN Sunoco LP LP 0.0%
Value ($000) $14 Shares 330 Est. Cost $43.56 Unrealized
Morgan Stanley 5.85 PFD PFD Ser K 0.0%
Value ($000) $14 Shares 600 Est. Cost $26.52 Unrealized
LNT Alliant Energy Corp 0.0%
Value ($000) $14 Shares 272 Est. Cost $52.37 Unrealized -6.3%
BlackRock Corporate High 0.0%
Value ($000) $14 Shares 1,600 Est. Cost $10.77 Unrealized
SPTM SPDR Portfolio Total Stock Market ETF 0.0%
Value ($000) $14 Shares 262 Est. Cost $55.58 Unrealized
Anteris Technologi Ordf 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $14.25 Unrealized
Nuveen Municipal Credit 0.0%
Value ($000) $14 Shares 1,217 Est. Cost $14.36 Unrealized
NRDE Lordstown MTRS Corp 0.0%
Value ($000) $14 Shares 6,666 Est. Cost $5.24 Unrealized 0.0%
MFS Charter Income CF 0.0%
Value ($000) $14 Shares 2,225 Est. Cost $7.34 Unrealized
CGNX Cognex Corp 0.0%
Value ($000) $14 Shares 250 Est. Cost $66.61 Unrealized -23.9%
TNL Travel Plus Leisure Co 0.0%
Value ($000) $14 Shares 347 Est. Cost $46.92 Unrealized -26.8%
EHC Encompass Health Corp 0.0%
Value ($000) $14 Shares 204 Est. Cost $50.23 Unrealized +22.3%
HLN Haleon PLC F Sponsored ADR 0.0%
Value ($000) $14 Shares 1,649 Est. Cost $6.09 Unrealized
AZTA Brooks Automation Inc New Com 0.0%
Value ($000) $14 Shares 296 Est. Cost $74.74 Unrealized -41.4%
SRE Sempra Energy 0.0%
Value ($000) $14 Shares 94 Est. Cost $63.43 Unrealized +8.4%
TXT Textron Inc 0.0%
Value ($000) $14 Shares 200 Est. Cost $71.91 Unrealized -8.5%
SAR Saratoga Investment Corp 0.0%
Value ($000) $13 Shares 500 Est. Cost $25.65 Unrealized 0.0%
IBDU iShares Ibonds Dec 2029 Term ETF 0.0%
Value ($000) $13 Shares 600 Est. Cost $22.45 Unrealized
NOV Nov Inc 0.0%
Value ($000) $13 Shares 834 Est. Cost $16.30 Unrealized 0.0%
Vaneck ETF Trust Vaneck Rare E Arth/Strategic 0.0%
Value ($000) $13 Shares 159 Est. Cost $86.80 Unrealized
LOB Live Oak Bancshares 0.0%
Value ($000) $13 Shares 500 Est. Cost $23.54 Unrealized 0.0%
Western Asset Municipal Parnters FD Inc 0.0%
Value ($000) $13 Shares 1,120 Est. Cost $13.52 Unrealized
Sirius XM HLDGS Inc 0.0%
Value ($000) $13 Shares 2,892 Est. Cost $6.62 Unrealized
DGRW Wisdomtree US Quality Dividend Growth ETF 0.0%
Value ($000) $13 Shares 194 Est. Cost $63.67 Unrealized
Streamline Health Soluti 0.0%
Value ($000) $13 Shares 10,000 Est. Cost $1.60 Unrealized
Rocket Laboratory USA In 0.0%
Value ($000) $13 Shares 2,100 Est. Cost $6.00 Unrealized
PBA Pembina Pipeline Corp Com 0.0%
Value ($000) $13 Shares 400 Est. Cost $27.96 Unrealized +1.0%
PUBGY Publicis S A New F Sponsored ADR 0.0%
Value ($000) $12 Shares 619 Est. Cost $15.25 Unrealized
XMVTX BlackRock Munivest II CF 0.0%
Value ($000) $12 Shares 1,167 Est. Cost $12.97 Unrealized
SPG Simon PPTY Group REIT 0.0%
Value ($000) $12 Shares 107 Est. Cost $110.95 Unrealized -14.9%
Checkpoint Therapeutics Inc Com New 0.0%
Value ($000) $12 Shares 5,000 Est. Cost $5.11 Unrealized
KEY Keycorp Inc 0.0%
Value ($000) $12 Shares 1,333 Est. Cost $20.30 Unrealized -55.6%
RHHBY Roche HLDG AG F Sponsored ADR 0.0%
Value ($000) $12 Shares 321 Est. Cost $46.78 Unrealized
Prudential Finl 5.95PFD Due 09/01/62 0.0%
Value ($000) $12 Shares 475 Est. Cost $25.35 Unrealized
MGEE Mge Energy Inc 0.0%
Value ($000) $12 Shares 150 Est. Cost $69.83 Unrealized +3.7%
Spirit Aerosystems Hold CL A 0.0%
Value ($000) $12 Shares 400 Est. Cost $29.19 Unrealized
DBEF Deutsche X-Trackers MSCI EAFE Hedged Equity 0.0%
Value ($000) $12 Shares 329 Est. Cost $37.71 Unrealized
FRME First Merchants Corp 0.0%
Value ($000) $12 Shares 411 Est. Cost $34.25 Unrealized -25.5%
PEG Pub SVC Enterpise GP 0.0%
Value ($000) $12 Shares 185 Est. Cost $57.29 Unrealized -0.3%
H Hyatt Hotels Class A 0.0%
Value ($000) $11 Shares 100 Est. Cost $92.73 Unrealized +20.5%
WTM White Mountains Ins F 0.0%
Value ($000) $11 Shares 8 Est. Cost $1355.05 Unrealized +3.9%
Public Storage PFD SHS Ser Q 0.0%
Value ($000) $11 Shares 600 Est. Cost $16.69 Unrealized
ILCB iShares Morningstar Large Cap ETF 0.0%
Value ($000) $11 Shares 180 Est. Cost $62.85 Unrealized
UAL United Airls HLDGS 0.0%
Value ($000) $11 Shares 200 Est. Cost $44.25 Unrealized +6.7%
STLA Stellantis N V F 0.0%
Value ($000) $11 Shares 625 Est. Cost $11.84 Unrealized
KN Knowles Corp 0.0%
Value ($000) $11 Shares 600 Est. Cost $21.88 Unrealized -23.1%
WDFC WD 40 Co Com 0.0%
Value ($000) $11 Shares 57 Est. Cost $175.17 Unrealized +3.1%
IQ Iqiyi Inc F Sponsored ADR 0.0%
Value ($000) $11 Shares 2,000 Est. Cost $4.54 Unrealized
SPT Sprout Social Inc Class A 0.0%
Value ($000) $11 Shares 231 Est. Cost $66.71 Unrealized -28.7%
CRGO Freightos LTD F 0.0%
Value ($000) $10 Shares 3,035 Est. Cost $6.49 Unrealized -58.6%
Liberty Media Corp Series A Liberty Media 0.0%
Value ($000) $10 Shares 153 Est. Cost $63.13 Unrealized
CPB Campbell Soup Co 0.0%
Value ($000) $10 Shares 225 Est. Cost $39.34 Unrealized +19.3%
KD Kyndryl Holdings Inc 0.0%
Value ($000) $10 Shares 774 Est. Cost $15.05 Unrealized -10.1%
QCLN First TST Nasdaq Clean Ed Id ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $64.62 Unrealized
OXY Occidental Petrol Co 0.0%
Value ($000) $10 Shares 173 Est. Cost $54.00 Unrealized +6.1%
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
EMBC Embecta Corp Com 0.0%
Value ($000) $10 Shares 471 Est. Cost $25.29 Unrealized -3.2%
MGM MGM Resorts Intl 0.0%
Value ($000) $10 Shares 231 Est. Cost $42.99 Unrealized -0.6%
LILAK Liberty Latin Amer F Class C 0.0%
Value ($000) $10 Shares 1,174 Est. Cost $7.08 Unrealized +15.8%
HSBC HSBC HLDGS PLC F Sponsored ADR 0.0%
Value ($000) $10 Shares 254 Est. Cost $35.12 Unrealized
Dayton & Mich RR Co PFD 8 0.0%
Value ($000) $10 Shares 357 Est. Cost $45.00 Unrealized
PSCT Invesco S&P Smallcap Information Technology 0.0%
Value ($000) $10 Shares 65 Est. Cost $139.37 Unrealized
Advent Convertible & Income FD 0.0%
Value ($000) $9 Shares 800 Est. Cost $15.66 Unrealized
SPTS SPDR Short Term Treasury ETF 0.0%
Value ($000) $9 Shares 325 Est. Cost $29.65 Unrealized
JLL Jones Lang Lasalle 0.0%
Value ($000) $9 Shares 60 Est. Cost $243.69 Unrealized -41.8%
CURLF Curaleaf Holdings Inc 0.0%
Value ($000) $9 Shares 3,000 Est. Cost $5.53 Unrealized -50.7%
HST Host Hotels & Resort 0.0%
Value ($000) $9 Shares 543 Est. Cost $14.92 Unrealized -3.4%
WHWK AADI Bioscience Inc 0.0%
Value ($000) $9 Shares 1,333 Est. Cost $13.14 Unrealized -40.8%
BAB Invesco Taxable Municipal Bond ETF 0.0%
Value ($000) $9 Shares 333 Est. Cost $29.67 Unrealized
CWI SPDR MSCI Acwi Ex-US ETF 0.0%
Value ($000) $9 Shares 331 Est. Cost $27.52 Unrealized
UBER Uber Technologies Inc 0.0%
Value ($000) $9 Shares 200 Est. Cost $31.97 Unrealized +16.3%
GlaxoSmithKline PLC F Sponsored ADR 0.0%
Value ($000) $9 Shares 240 Est. Cost $44.13 Unrealized
ITB iShares US Home Construct ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $59.26 Unrealized
NTLA Intellia Therapeutic 0.0%
Value ($000) $8 Shares 200 Est. Cost $84.72 Unrealized -52.1%
CRUS Cirrus Logic Inc 0.0%
Value ($000) $8 Shares 100 Est. Cost $82.74 Unrealized 0.0%
RKT Rocket Companies Class A Class A 0.0%
Value ($000) $8 Shares 900 Est. Cost $9.83 Unrealized -16.2%
TAP Molson Coors Beverage CL Class B 0.0%
Value ($000) $8 Shares 122 Est. Cost $44.64 Unrealized +27.2%
GBTC Grayscale Bitcoin TR BTC 0.0%
Value ($000) $8 Shares 415 Est. Cost $30.54 Unrealized
SEIC S E I Investments Co 0.0%
Value ($000) $8 Shares 131 Est. Cost $56.38 Unrealized -0.6%
EBND SPDR BBG Barclays Emerging MKTS Local BD ETF 0.0%
Value ($000) $8 Shares 366 Est. Cost $19.46 Unrealized
WSO Watsco Inc 0.0%
Value ($000) $8 Shares 20 Est. Cost $263.17 Unrealized +28.8%
Wisdomtree US Esg ETF 0.0%
Value ($000) $8 Shares 165 Est. Cost $48.28 Unrealized
ZM Zoom Video Communication 0.0%
Value ($000) $7 Shares 110 Est. Cost $114.00 Unrealized -41.3%
PXF Invesco FTSE Rafi Developed Markets 0.0%
Value ($000) $7 Shares 165 Est. Cost $35.08 Unrealized
CHTH CNL Healthcare Properties Inc 0.0%
Value ($000) $7 Shares 1,062 Est. Cost $7.37 Unrealized
Viacomcbs Inc CL B 0.0%
Value ($000) $7 Shares 447 Est. Cost $38.05 Unrealized
REZI Resideo Technologies Inc 0.0%
Value ($000) $7 Shares 400 Est. Cost $19.40 Unrealized -11.0%
MKL Markel Corporation 0.0%
Value ($000) $7 Shares 5 Est. Cost $1345.18 Unrealized -0.3%
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $7 Shares 72 Est. Cost $96.26 Unrealized
BITO ProShares Bitcoin Strategy ETF 0.0%
Value ($000) $7 Shares 403 Est. Cost $23.78 Unrealized
AKR Acadia Realty TR REIT 0.0%
Value ($000) $7 Shares 468 Est. Cost $21.85 Unrealized
PTLO Portillos Inc CL A Com 0.0%
Value ($000) $7 Shares 300 Est. Cost $26.48 Unrealized -21.3%
UGI U G I Corp 0.0%
Value ($000) $7 Shares 242 Est. Cost $36.85 Unrealized -17.6%
HLIO Helios Technologies Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $79.71 Unrealized -25.7%
AVNS Avanos Medical Inc 0.0%
Value ($000) $6 Shares 252 Est. Cost $32.21 Unrealized -18.2%
Skechers U S A Inc Class A 0.0%
Value ($000) $6 Shares 121 Est. Cost $40.76 Unrealized
MHGVY Mowi Asa F Sponsored ADR 0.0%
Value ($000) $6 Shares 400 Est. Cost $26.91 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $6 Shares 44 Est. Cost $141.45 Unrealized +4.0%
SPIP SPDR Portfolio TIPS ETF 0.0%
Value ($000) $6 Shares 243 Est. Cost $25.37 Unrealized
ROBO Robo Global Robotics And Automation Index ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $58.29 Unrealized
JBTM John Bean Techs Corp 0.0%
Value ($000) $6 Shares 48 Est. Cost $108.65 Unrealized 0.0%
NWE Northwestern Corp 0.0%
Value ($000) $6 Shares 102 Est. Cost $48.63 Unrealized +5.6%
CLH Clean Harbors Inc 0.0%
Value ($000) $6 Shares 35 Est. Cost $130.22 Unrealized +12.3%
CAR Avis Budget Group Inc Com 0.0%
Value ($000) $6 Shares 25 Est. Cost $191.13 Unrealized -8.9%
VREX Varex Imaging Corp00500 0.0%
Value ($000) $6 Shares 240 Est. Cost $25.42 Unrealized -18.2%
DXCM Dexcom Inc 0.0%
Value ($000) $6 Shares 44 Est. Cost $91.26 Unrealized +32.5%
LTRE Learning Tree Intl 0.0%
Value ($000) $6 Shares 15,340 Est. Cost $1.12 Unrealized -78.1%
Foot Locker Inc Com 0.0%
Value ($000) $5 Shares 200 Est. Cost $29.66 Unrealized
WW Interntnl Inc 0.0%
Value ($000) $5 Shares 800 Est. Cost $10.23 Unrealized
IHE iShares US Pharmaceuticals ETF 0.0%
Value ($000) $5 Shares 30 Est. Cost $194.27 Unrealized
BGRN iShares Usd Green Bond ETF 0.0%
Value ($000) $5 Shares 115 Est. Cost $46.54 Unrealized
CCEP Coca Cola European Partners 0.0%
Value ($000) $5 Shares 82 Est. Cost $47.55 Unrealized +23.4%
FMCXF Foran MNG Corp F 0.0%
Value ($000) $5 Shares 2,000 Est. Cost $1.96 Unrealized +33.8%
EVRG Evergy Inc 0.0%
Value ($000) $5 Shares 89 Est. Cost $54.85 Unrealized -1.7%
FFIN 1ST Finl Banksh 0.0%
Value ($000) $5 Shares 180 Est. Cost $37.79 Unrealized -29.3%
Azek Co Inc Class A 0.0%
Value ($000) $5 Shares 170 Est. Cost $16.74 Unrealized
POST Post HLDGS Inc Com 0.0%
Value ($000) $5 Shares 59 Est. Cost $69.97 Unrealized +25.3%
SDOG Alps Sector Dividend Dogs ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $55.05 Unrealized
Hanesbrands Inc 0.0%
Value ($000) $5 Shares 1,100 Est. Cost $14.89 Unrealized
QSR Restaurant Brands International Inc 0.0%
Value ($000) $5 Shares 63 Est. Cost $56.88 Unrealized +26.9%
INRE Inland Real Estate Incom E Trust Inc 0.0%
Value ($000) $5 Shares 245 Est. Cost $20.22 Unrealized
DVN Devon Energy Corp 0.0%
Value ($000) $5 Shares 100 Est. Cost $47.22 Unrealized -3.8%
SSP Scripps E W Co Class A 0.0%
Value ($000) $5 Shares 523 Est. Cost $15.88 Unrealized -60.1%
JUST Goldman Sachs Just US LRG CP Eq ETF 0.0%
Value ($000) $5 Shares 75 Est. Cost $63.17 Unrealized
SLVM Sylvamo Corp 0.0%
Value ($000) $5 Shares 115 Est. Cost $29.97 Unrealized +32.3%
Dish Network Corp Class A 0.0%
Value ($000) $5 Shares 701 Est. Cost $31.65 Unrealized
Uniti Group Inc 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $4.62 Unrealized
ICLN iShares Global Clean Energy ETF 0.0%
Value ($000) $5 Shares 250 Est. Cost $21.52 Unrealized
CVSA Adtalem Global Education 0.0%
Value ($000) $5 Shares 132 Est. Cost $26.87 Unrealized +48.9%
QYLD Global X Nasdaq 100 Covered Call ETF 0.0%
Value ($000) $4 Shares 250 Est. Cost $20.97 Unrealized
FTCS First Trust Capital Strength ETF 0.0%
Value ($000) $4 Shares 59 Est. Cost $78.20 Unrealized
MDRX Allscripts Healthcare Solutions Inc Com 0.0%
Value ($000) $4 Shares 350 Est. Cost $20.26 Unrealized -40.0%
NBTB N B T Bancorp Inc 0.0%
Value ($000) $4 Shares 138 Est. Cost $38.86 Unrealized -13.9%
IQV Iqvia HLDGS Inc Com 0.0%
Value ($000) $4 Shares 19 Est. Cost $208.16 Unrealized -3.5%
USFD US Foods HLDG Corp 0.0%
Value ($000) $4 Shares 97 Est. Cost $36.45 Unrealized +8.9%
PXH Invesco FTSE Rafi Emerging Markets ETF 0.0%
Value ($000) $4 Shares 226 Est. Cost $16.18 Unrealized
John Hancock Preferred Income III 0.0%
Value ($000) $4 Shares 300 Est. Cost $14.99 Unrealized
Etfmg Alternative Harvest ETF 0.0%
Value ($000) $4 Shares 1,368 Est. Cost $8.03 Unrealized
FTS Fortis Inc F 0.0%
Value ($000) $4 Shares 94 Est. Cost $40.35 Unrealized -2.6%
AME Ametek Inc 0.0%
Value ($000) $4 Shares 25 Est. Cost $129.81 Unrealized +10.6%
Etfmg Prime Cyber Security ETF 0.0%
Value ($000) $4 Shares 80 Est. Cost $58.73 Unrealized
IRM Iron MTN Inc New REIT 0.0%
Value ($000) $4 Shares 70 Est. Cost $40.95 Unrealized +21.9%
State Street Corp PFD 5.35 Series G 0.0%
Value ($000) $4 Shares 175 Est. Cost $26.47 Unrealized
Calamos Strategic Total Return FD Com SH Ben Int 0.0%
Value ($000) $4 Shares 270 Est. Cost $17.53 Unrealized
FTEC Fidelity MSCI Infor Tech Indx ETF IV 0.0%
Value ($000) $4 Shares 30 Est. Cost $130.63 Unrealized
CFG Citizens Finl Group 0.0%
Value ($000) $4 Shares 148 Est. Cost $33.92 Unrealized -27.8%
American Software Inc CL A 0.0%
Value ($000) $4 Shares 364 Est. Cost $16.16 Unrealized
AXAHY Axa SA Spon ADR Each 0.0%
Value ($000) $4 Shares 129 Est. Cost $29.17 Unrealized
FOXA Fox Corp Class A 0.0%
Value ($000) $4 Shares 112 Est. Cost $38.56 Unrealized -17.9%
BHF Brighthouse Finl Inc0050 0.0%
Value ($000) $4 Shares 80 Est. Cost $44.10 Unrealized -2.3%
CCL Carnival Corp F 0.0%
Value ($000) $4 Shares 200 Est. Cost $14.42 Unrealized -18.9%
TEVA Teva Pharmaceutical In F Sponsored ADR 0.0%
Value ($000) $4 Shares 500 Est. Cost $9.39 Unrealized
NULG Nuveen ESG Large-Cap Growth ETF 0.0%
Value ($000) $4 Shares 59 Est. Cost $62.20 Unrealized
UTHR United Therapeutics Corp Del Com 0.0%
Value ($000) $4 Shares 16 Est. Cost $190.51 Unrealized +16.3%
TRU Transunion 0.0%
Value ($000) $4 Shares 45 Est. Cost $84.35 Unrealized -19.1%
PCG PG&E Corp Com NPV 0.0%
Value ($000) $3 Shares 200 Est. Cost $11.69 Unrealized +43.2%
Lucid Group Inc 0.0%
Value ($000) $3 Shares 500 Est. Cost $17.16 Unrealized
GLPI Gaming & Leisure PPTYS Inc Com 0.0%
Value ($000) $3 Shares 70 Est. Cost $46.93 Unrealized
TSN Tyson Foods Inc Class A 0.0%
Value ($000) $3 Shares 66 Est. Cost $62.99 Unrealized -21.3%
Webster Finl Corp Depositary SHS Repstg 1/40TH Int Non Cum Perp PFD Ser G 6.50 QTLY DIV Perp CLLB 25 0.0%
Value ($000) $3 Shares 150 Est. Cost $25.36 Unrealized
WPC W P Carey Inc 0.0%
Value ($000) $3 Shares 48 Est. Cost $79.21 Unrealized
FVRR Fiverr Interntnl LTD F 0.0%
Value ($000) $3 Shares 125 Est. Cost $79.26 Unrealized -62.0%
CBL CBL & Assoc PPTYS Inc 0.0%
Value ($000) $3 Shares 146 Est. Cost $22.04 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 -16.7%
Veritiv Corp 0.0%
Value ($000) $3 Shares 24 Est. Cost $133.58 Unrealized
PBW Invesco Wilderhill Clean Energy ETF 0.0%
Value ($000) $3 Shares 74 Est. Cost $40.41 Unrealized
LII Lennox Intl Inc 0.0%
Value ($000) $3 Shares 9 Est. Cost $209.30 Unrealized +31.5%
HYLB Xtrackers Usd High Yield Cor BND ETF 0.0%
Value ($000) $3 Shares 85 Est. Cost $37.36 Unrealized
HOG Harley Davidson Inc 0.0%
Value ($000) $3 Shares 80 Est. Cost $38.57 Unrealized -9.4%
CPER United States Copper Index ETF 0.0%
Value ($000) $3 Shares 120 Est. Cost $28.71 Unrealized
DHLGY Deutsche Post AG 0.0%
Value ($000) $3 Shares 56 Est. Cost $39.74 Unrealized
HII Huntington Ingalls 0.0%
Value ($000) $3 Shares 12 Est. Cost $184.21 Unrealized +6.3%
BRBR Bellring Brands Inc New Com 0.0%
Value ($000) $3 Shares 74 Est. Cost $25.08 Unrealized +43.0%
DOCU Docusign Inc Com 0.0%
Value ($000) $3 Shares 52 Est. Cost $52.96 Unrealized 0.0%
SSNC SS&C Technologs HLDG 0.0%
Value ($000) $3 Shares 43 Est. Cost $78.17 Unrealized -27.3%
BlackRock Science Techno 0.0%
Value ($000) $3 Shares 75 Est. Cost $43.27 Unrealized
BABA Alibaba Group Holding F Sponsored ADR 0.0%
Value ($000) $3 Shares 30 Est. Cost $108.80 Unrealized
CLNE Clean Energy Fuels Corp Com 0.0%
Value ($000) $2 Shares 500 Est. Cost $6.74 Unrealized -35.0%
NWBO NW Biotherapeutics 0.0%
Value ($000) $2 Shares 4,292 Est. Cost $0.82 Unrealized -28.2%
Zivo Bioscience Inc 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $3.88 Unrealized
CRLBF Cresco Labs Inc Com Sub VTG 0.0%
Value ($000) $2 Shares 1,605 Est. Cost $6.46 Unrealized -75.5%
AAP Advance Auto Parts Inc 0.0%
Value ($000) $2 Shares 34 Est. Cost $150.07 Unrealized -35.2%
Eaton Vance LTD Duration Income FD Com 0.0%
Value ($000) $2 Shares 255 Est. Cost $11.70 Unrealized
Bank Of America Conv PFD Series L 0.0%
Value ($000) $2 Shares 2 Est. Cost $1222.50 Unrealized
Integrys Holding, 6PFD Due 08/01/73 0.0%
Value ($000) $2 Shares 93 Est. Cost $25.00 Unrealized
LVMUY LVMH Moet Hennessy 0.0%
Value ($000) $2 Shares 12 Est. Cost $142.58 Unrealized
VCISY Vinci ADR Each Repr 0.0%
Value ($000) $2 Shares 77 Est. Cost $25.48 Unrealized
FHLC Fidelity MSCI Health Care Index ETF 0.0%
Value ($000) $2 Shares 34 Est. Cost $63.12 Unrealized
WTW Willis Towers Watson Pub LTD SHS 0.0%
Value ($000) $2 Shares 9 Est. Cost $203.98 Unrealized +9.1%
IX Orix Corporation 0.0%
Value ($000) $2 Shares 23 Est. Cost $101.65 Unrealized
IWY iShares Russell Top 200 GRW ETF IV 0.0%
Value ($000) $2 Shares 13 Est. Cost $149.51 Unrealized
The Odp Corp Com 0.0%
Value ($000) $2 Shares 44 Est. Cost $45.84 Unrealized
Nordstrom Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $23.17 Unrealized
VGLT Vanguard Long Term Government Bond 0.0%
Value ($000) $2 Shares 32 Est. Cost $63.53 Unrealized
SNN Smith & Nephew ADR 0.0%
Value ($000) $2 Shares 63 Est. Cost $32.37 Unrealized
LDOS Leidos HLDGS Inc Com 0.0%
Value ($000) $2 Shares 22 Est. Cost $91.68 Unrealized -10.0%
BIL SPDR Ser TR SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 0.0%
Value ($000) $2 Shares 21 Est. Cost $91.47 Unrealized
EMLC Vaneck Vectors JP Morgan Em Local Currency BD ETF 0.0%
Value ($000) $2 Shares 75 Est. Cost $25.25 Unrealized
SAP SAP ADR Rep 1 Ord 0.0%
Value ($000) $2 Shares 14 Est. Cost $92.91 Unrealized
FDIS Fidelity MSCI Cons Discr Indx ETF 0.0%
Value ($000) $2 Shares 26 Est. Cost $73.31 Unrealized
GLXYEUR Galaxy Digital HLDGS LTD Cad SHS 0.0%
Value ($000) $2 Shares 430 Est. Cost $17.06 Unrealized
IFF International Flavors & Fragrance 0.0%
Value ($000) $2 Shares 23 Est. Cost $118.86 Unrealized -32.6%
SEE Sealed Air Corp New Com 0.0%
Value ($000) $2 Shares 45 Est. Cost $61.47 Unrealized -35.0%
TOELY Tokyo Electron LTD F Sponsored ADR 0.0%
Value ($000) $2 Shares 25 Est. Cost $111.39 Unrealized
Tilray Inc 0.0%
Value ($000) $2 Shares 1,122 Est. Cost $7.77 Unrealized
OKTA Okta Inc CL A 0.0%
Value ($000) $2 Shares 25 Est. Cost $107.99 Unrealized -29.7%
JBGS JBG Smith PPTYS Com 0.0%
Value ($000) $2 Shares 115 Est. Cost $29.22 Unrealized
WCN Waste Connectionsinc F 0.0%
Value ($000) $2 Shares 12 Est. Cost $126.61 Unrealized +8.4%
ASIX Advansix Inc 0.0%
Value ($000) $2 Shares 47 Est. Cost $33.85 Unrealized 0.0%
Accelerate Diagnostics Inc 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $196.00 Unrealized
HMC Honda Motor Co LTD F Sponsored ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $28.76 Unrealized
GRNB Vaneck Green Bond ETF 0.0%
Value ($000) $2 Shares 65 Est. Cost $23.29 Unrealized
UNFI United Natural Foods 0.0%
Value ($000) $2 Shares 77 Est. Cost $40.91 Unrealized -38.6%
COIN Coinbase Global Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $195.40 Unrealized -69.5%
Sce Trust II 5.1 PFD PFD 0.0%
Value ($000) $1 Shares 69 Est. Cost $20.32 Unrealized
CE Celanese Corporation 0.0%
Value ($000) $1 Shares 12 Est. Cost $135.03 Unrealized -22.6%
PTON Peloton Interactive Inc 0.0%
Value ($000) $1 Shares 180 Est. Cost $25.62 Unrealized -66.8%
AVY Avery Dennison Corp 0.0%
Value ($000) $1 Shares 8 Est. Cost $198.94 Unrealized -18.2%
FCOM Fidelity MSCI Comm SRV Index ETF 0.0%
Value ($000) $1 Shares 34 Est. Cost $40.26 Unrealized
ARKK Ark Innovation ETF 0.0%
Value ($000) $1 Shares 30 Est. Cost $66.29 Unrealized
WRAP Wrap Technologies Inc 0.0%
Value ($000) $1 Shares 900 Est. Cost $1.28 Unrealized 0.0%
DES Wisdomtree Small Cap DIV Exch TR FD 0.0%
Value ($000) $1 Shares 44 Est. Cost $31.86 Unrealized
PJT PJT Partners Inc 0.0%
Value ($000) $1 Shares 18 Est. Cost $67.47 Unrealized 0.0%
SAIC Science Applications 0.0%
Value ($000) $1 Shares 11 Est. Cost $86.25 Unrealized +20.4%
Proterra Inc 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $4.64 Unrealized
Seelos Therapeutics Inc 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $0.84 Unrealized
SNAP Snap Inc Class A 0.0%
Value ($000) $1 Shares 100 Est. Cost $27.49 Unrealized -63.5%
KIE SPDR S&P Insurance ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $40.88 Unrealized
HAUZ Xtrackers Inter Real Est ETF 0.0%
Value ($000) $1 Shares 52 Est. Cost $19.46 Unrealized
BOTZ Global X Robotics/Artificial Intelligence (botz Csus) 0.0%
Value ($000) $1 Shares 36 Est. Cost $28.81 Unrealized
ACCO Acco Brands Corp 0.0%
Value ($000) $1 Shares 188 Est. Cost $6.54 Unrealized -35.4%
LYFT LYFT Inc Class A 0.0%
Value ($000) $1 Shares 100 Est. Cost $30.39 Unrealized -68.4%
TWLO Twilio Inc Class A 0.0%
Value ($000) $1 Shares 15 Est. Cost $151.64 Unrealized -61.1%
VWOB Vanguard Emerging Markt Govt BND ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $62.33 Unrealized
Ginkgo Bioworks HLDGS In Class A 0.0%
Value ($000) $1 Shares 500 Est. Cost $1.33 Unrealized
Chargepoint Holdings 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.79 Unrealized
TDY Teledyne Technologies Inc Com 0.0%
Value ($000) $1 Shares 2 Est. Cost $418.27 Unrealized -1.4%
M Macys Inc 0.0%
Value ($000) $1 Shares 48 Est. Cost $21.16 Unrealized -24.4%
GTBIF Green Thumb Inds Inc F 0.0%
Value ($000) $1 Shares 100 Est. Cost $18.79 Unrealized -60.5%
LEG Leggett & Platt Inc 0.0%
Value ($000) $1 Shares 25 Est. Cost $34.28 Unrealized -8.2%
NNDM Nano Dimension LTD Sponsored ADR New 0.0%
Value ($000) $1 Shares 250 Est. Cost $3.56 Unrealized
GRWG Growgeneration Corp 0.0%
Value ($000) $1 Shares 200 Est. Cost $4.27 Unrealized -17.2%
EPR Epr Properties REIT 0.0%
Value ($000) $1 Shares 14 Est. Cost $55.00 Unrealized
SANA Sana Biotechnology Inc 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.09 Unrealized -28.7%
THNPY Technip Energies NV F Unsponsored ADR 0.0%
Value ($000) $1 Shares 24 Est. Cost $23.04 Unrealized
RCI Rogers Commun Inc F Class B 0.0%
Value ($000) $1 Shares 11 Est. Cost $51.69 Unrealized -9.3%
Zimvie Inc 0.0%
Value ($000) $0 Shares 44 Est. Cost $22.84 Unrealized
RHEP Regional Health Properties 0.0%
Value ($000) $0 Shares 137 Est. Cost $3.84 Unrealized -12.7%
NIO N I O Inc F Sponsored ADR 0.0%
Value ($000) $0 Shares 50 Est. Cost $21.06 Unrealized
FNMA Federal Natl MTG Assn GT 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.83 Unrealized -46.6%
UAA Under Armour Inc CL A Com 0.0%
Value ($000) $0 Shares 56 Est. Cost $17.93 Unrealized -55.1%
IJS iShares S&P Small Cap 600 ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $100.84 Unrealized
UA Under Armour Inc Class C 0.0%
Value ($000) $0 Shares 56 Est. Cost $15.66 Unrealized -53.1%
HHDS Highlands REIT Inc 0.0%
Value ($000) $0 Shares 1,250 Est. Cost $0.28 Unrealized
2seventy Bio Inc 0.0%
Value ($000) $0 Shares 33 Est. Cost $17.06 Unrealized
BEN Franklin Resources 0.0%
Value ($000) $0 Shares 11 Est. Cost $24.87 Unrealized -10.4%
VGSH Vanguard Short Term Treasury ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $57.80 Unrealized
ICCM Icecure Medical LT Ordf 0.0%
Value ($000) $0 Shares 250 Est. Cost $2.58 Unrealized -53.9%
QUBT Quantum Computing Inc Com 0.0%
Value ($000) $0 Shares 225 Est. Cost $2.65 Unrealized -50.2%
DRD Drdgold LTD Spons ADR Repstg 10 SHS 0.0%
Value ($000) $0 Shares 24 Est. Cost $9.38 Unrealized
OXY/WS Occidental Petrol 27 WTS Warrants Exp 08/03/27 0.0%
Value ($000) $0 Shares 6 Est. Cost $35.64 Unrealized
BETRF Betterlife Pharma Inc F 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $0.15 Unrealized -61.4%
Silver Mountain Resour F 0.0%
Value ($000) $0 Shares 2,100 Est. Cost $0.27 Unrealized
VXRT Vaxart Inc 0.0%
Value ($000) $0 Shares 200 Est. Cost $5.07 Unrealized -81.6%
FUBO Fubotv Inc Com 0.0%
Value ($000) $0 Shares 60 Est. Cost $9.72 Unrealized -83.6%
RNUGF Reneuron Group PLC Ordf 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.08 Unrealized 0.0%
GME Gamestop Corp Class A 0.0%
Value ($000) $0 Shares 4 Est. Cost $31.87 Unrealized -29.5%
Aethlon Medical Inc 0.0%
Value ($000) $0 Shares 267 Est. Cost $1.46 Unrealized
SVB Finl Group 0.0%
Value ($000) $0 Shares 185 Est. Cost $240.01 Unrealized
VSOLF Three Sixty Solar LTD F 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.66 Unrealized -19.8%
FRCB First Republic Bank 0.0%
Value ($000) $0 Shares 91 Est. Cost $169.57 Unrealized -97.6%
VAL/WS Valaris LTD 28 WTF Warrants Exp 04/29/28 0.0%
Value ($000) $0 Shares 4 Est. Cost $10.50 Unrealized
Abiomed Inc CVRXXX Contingent Value Right 0.0%
Value ($000) $0 Shares 37 Est. Cost Unrealized
SD Sandridge Energy Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $12.91 Unrealized +13.8%
NOK Nokia Corp F Sponsored ADR 0.0%
Value ($000) $0 Shares 6 Est. Cost $4.17 Unrealized
MANU Manchester United Ltd. Class A 0.0%
Value ($000) $0 Shares 1 Est. Cost $22.68 Unrealized -8.7%
RGIN Regenicin Inc Com 0.0%
Value ($000) $0 Shares 7,600 Est. Cost $0.01 Unrealized -84.5%
Titan Medical Inc F 0.0%
Value ($000) $0 Shares 33 Est. Cost $0.52 Unrealized
Unrivaled Brands Inc 0.0%
Value ($000) $0 Shares 134 Est. Cost $0.18 Unrealized
RINO Rino Interntnl 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.05 Unrealized -60.9%
Escrow GCI Liberty Inc SR Com 0.0%
Value ($000) $0 Shares 36 Est. Cost Unrealized
Fuqi Intl Inc New 0.0%
Value ($000) $0 Shares 750 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 -67.5%
GFASY Gafisa S A F Unsponsored ADR 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
Total Apparel Group NXXX Registration Revoked BY 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
Cardia Inc 0.0%
Value ($000) $0 Shares 5,702 Est. Cost Unrealized
Wichita Development CXXX Registration Revoked BY 0.0%
Value ($000) $0 Shares 333 Est. Cost Unrealized
Wave Systems Corp. Class A 0.0%
Value ($000) $0 Shares 43 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
Sefe Inc XXX Registration Revoked BY 0.0%
Value ($000) $0 Shares 3,000 Est. Cost Unrealized
Pershing Square Tontine Pending Receipt Of New 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
VSMD Vasamed Inc 0.0%
Value ($000) $0 Shares 24,613 Est. Cost $0.01 Unrealized -99.2%
VALPQ Valaris PLC Oxxx Bankruptcy 0.0%
Value ($000) $0 Shares 245 Est. Cost Unrealized
Soligor Intl Com 0.0%
Value ($000) $0 Shares 105 Est. Cost Unrealized
Prairie Shores Incratxxx Escrow Pending 0.0%
Value ($000) $0 Shares 19 Est. Cost Unrealized
YUII Yuhe International Inc Com 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.00 Unrealized 0.0%
Quest Rare Minerals F 0.0%
Value ($000) $0 Shares 449 Est. Cost Unrealized
RBSH Rebus HLDGS Inc Com 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.01 Unrealized 0.0%
L & L Energy Inc XXX Registration Revoked BY 0.0%
Value ($000) $0 Shares 179 Est. Cost Unrealized
American Power Corp 0.0%
Value ($000) $0 Shares 150 Est. Cost Unrealized