BARTLETT & CO. WEALTH MANAGEMENT LLC Diversified Active

CIK: 0002010186 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Feb 14, 2024

Total Value ($000): $5,570,414 (100.0% shares, 0.0% debt)

Holdings (1,201)

AAPL Apple Inc 5.9%
Value ($000) $329,309 Shares 1,923,422 Est. Cost $94.39 Unrealized +92.1%
MSFT Microsoft Corp 5.6%
Value ($000) $311,057 Shares 985,139 Est. Cost $102.58 Unrealized +216.4%
GOOG Alphabet Inc. Class C 3.4%
Value ($000) $187,816 Shares 1,424,465 Est. Cost $108.50 Unrealized +18.9%
BRK/B Berkshire Hathaway Class B 2.6%
Value ($000) $145,388 Shares 415,037 Est. Cost $227.29 Unrealized +56.1%
MA Mastercard Inc Class A 2.4%
Value ($000) $134,618 Shares 340,021 Est. Cost $170.88 Unrealized +131.9%
PG Procter & Gamble 2.3%
Value ($000) $128,854 Shares 883,405 Est. Cost $100.18 Unrealized +43.9%
LOW Lowes Cos Inc 2.2%
Value ($000) $121,479 Shares 584,484 Est. Cost $88.87 Unrealized +141.8%
JPM JPMorgan Chase & Co 2.1%
Value ($000) $118,726 Shares 818,690 Est. Cost $98.19 Unrealized +44.9%
PEP Pepsico Inc 2.0%
Value ($000) $109,472 Shares 646,082 Est. Cost $100.37 Unrealized +66.5%
ABT Abbott Laboratories 1.9%
Value ($000) $105,297 Shares 1,087,213 Est. Cost $61.36 Unrealized +63.7%
TJX TJX Companies Inc 1.9%
Value ($000) $103,397 Shares 1,163,331 Est. Cost $42.56 Unrealized +100.5%
AMGN Amgen Inc. 1.8%
Value ($000) $102,583 Shares 381,690 Est. Cost $148.90 Unrealized +55.7%
COST Costco Wholesale Co 1.7%
Value ($000) $95,161 Shares 168,437 Est. Cost $321.71 Unrealized +65.4%
VOO Vanguard S&P 500 ETF 1.7%
Value ($000) $93,136 Shares 236,270 Est. Cost $278.11 Unrealized
AMZN Amazon.Com Inc 1.6%
Value ($000) $91,866 Shares 722,672 Est. Cost $122.39 Unrealized +9.5%
TMO Thermo Fisher Scientific Inc. 1.5%
Value ($000) $86,282 Shares 170,344 Est. Cost $336.38 Unrealized +57.2%
ACN Accenture PLC F Class A 1.5%
Value ($000) $85,454 Shares 278,253 Est. Cost $157.83 Unrealized +92.8%
UNH Unitedhealth GRP Inc 1.5%
Value ($000) $82,865 Shares 164,353 Est. Cost $319.60 Unrealized +47.0%
LIN Linde PLC 1.5%
Value ($000) $82,669 Shares 222,025 Est. Cost $322.30 Unrealized +14.5%
DE Deere & Co 1.4%
Value ($000) $77,938 Shares 205,792 Est. Cost $162.15 Unrealized +145.4%
JNJ Johnson & Johnson 1.3%
Value ($000) $72,638 Shares 466,381 Est. Cost $120.75 Unrealized +26.9%
IEFA iShares Core MSCI EAFE ETF 1.2%
Value ($000) $69,077 Shares 1,073,456 Est. Cost $65.40 Unrealized
ADI Analog Devices Inc 1.2%
Value ($000) $67,798 Shares 387,217 Est. Cost $85.49 Unrealized +107.0%
FDX Fedex Corp 1.2%
Value ($000) $67,221 Shares 252,561 Est. Cost $209.39 Unrealized +17.9%
GOOGL Alphabet Inc. Class A 1.1%
Value ($000) $61,004 Shares 466,181 Est. Cost $107.82 Unrealized +19.1%
BAH Booz Allen Hamilton Class A 1.1%
Value ($000) $59,886 Shares 548,056 Est. Cost $76.94 Unrealized +42.3%
INTU Intuit Inc 1.1%
Value ($000) $59,497 Shares 116,447 Est. Cost $414.16 Unrealized +20.4%
VCSH Vanguard Short Term Corp Bond ETF 1.0%
Value ($000) $57,699 Shares 767,787 Est. Cost $79.60 Unrealized
NEE Nextera Energy Inc 1.0%
Value ($000) $55,726 Shares 972,694 Est. Cost $63.26 Unrealized +1.8%
ENB Enbridge Inc F 1.0%
Value ($000) $54,465 Shares 1,623,875 Est. Cost $22.63 Unrealized +34.2%
DUK Duke Energy Corp 1.0%
Value ($000) $53,797 Shares 609,532 Est. Cost $65.51 Unrealized +27.6%
ITW Illinois Tool Works 0.9%
Value ($000) $52,370 Shares 226,032 Est. Cost $134.22 Unrealized +71.4%
DIS Walt Disney Co 0.9%
Value ($000) $50,132 Shares 618,528 Est. Cost $113.55 Unrealized -26.5%
AMT American Tower Corp REIT 0.9%
Value ($000) $50,058 Shares 304,396 Est. Cost $166.08 Unrealized +0.9%
CRM Salesforce Inc 0.9%
Value ($000) $47,481 Shares 234,149 Est. Cost $185.32 Unrealized +15.2%
CB Chubb LTD F 0.9%
Value ($000) $47,443 Shares 227,088 Est. Cost $136.48 Unrealized +44.2%
CDW CDW Corp 0.8%
Value ($000) $47,241 Shares 234,144 Est. Cost $122.93 Unrealized +57.2%
ZTS Zoetis Inc Class A 0.8%
Value ($000) $47,196 Shares 271,271 Est. Cost $153.08 Unrealized +15.6%
VCIT Vanguard Intermediate Term Cor ETF 0.8%
Value ($000) $47,098 Shares 619,873 Est. Cost $88.61 Unrealized
CVX Chevron Corp 0.8%
Value ($000) $46,512 Shares 275,840 Est. Cost $130.94 Unrealized +11.3%
SPGI S&P Global Inc Com 0.8%
Value ($000) $45,135 Shares 123,519 Est. Cost $388.86 Unrealized -0.8%
WM Waste Management Inc 0.8%
Value ($000) $43,968 Shares 288,427 Est. Cost $88.65 Unrealized +76.0%
Lab Corp Of America HLDG 0.8%
Value ($000) $43,892 Shares 218,312 Est. Cost $180.18 Unrealized
MCD McDonalds Corp 0.8%
Value ($000) $42,858 Shares 162,688 Est. Cost $151.81 Unrealized +77.5%
QCOM Qualcomm Inc 0.8%
Value ($000) $42,822 Shares 385,576 Est. Cost $132.24 Unrealized -16.8%
AGG iShares Core US Aggregate Bond ETF 0.7%
Value ($000) $39,351 Shares 418,451 Est. Cost $110.78 Unrealized
NKE Nike Inc Class B 0.6%
Value ($000) $35,010 Shares 364,853 Est. Cost $64.77 Unrealized +51.7%
CFR Cullen Frost Bankers 0.6%
Value ($000) $34,226 Shares 375,243 Est. Cost $98.99 Unrealized -5.3%
NSRGY Nestle ADR 0.6%
Value ($000) $33,905 Shares 298,975 Est. Cost $104.42 Unrealized
1/100 Berkshire HTWY Cla 100 SHS=1 Whole SH BRK A 0.6%
Value ($000) $33,483 Shares 6,300 Est. Cost $4517.11 Unrealized
GD General Dynamics Co 0.6%
Value ($000) $33,059 Shares 149,610 Est. Cost $154.79 Unrealized +36.4%
VTI Vanguard Total Stock Market ETF 0.6%
Value ($000) $32,384 Shares 152,462 Est. Cost $162.15 Unrealized
IJR iShares Core S&P Small Cap ETF 0.6%
Value ($000) $31,422 Shares 331,493 Est. Cost $99.50 Unrealized
META Meta Platforms Inc Class A 0.6%
Value ($000) $31,407 Shares 104,618 Est. Cost $209.21 Unrealized +43.0%
UNP Union Pacific Corp 0.6%
Value ($000) $31,122 Shares 152,834 Est. Cost $141.40 Unrealized +45.8%
VMBS Vanguard Mortgage Backed Sec ETF 0.5%
Value ($000) $29,453 Shares 672,757 Est. Cost $52.24 Unrealized
ADP Auto Data Processing 0.4%
Value ($000) $24,367 Shares 100,763 Est. Cost $101.11 Unrealized +128.6%
MKC MC Cormick & Co Inc 0.4%
Value ($000) $23,084 Shares 305,182 Est. Cost $64.95 Unrealized +21.0%
WMT WalMart Inc 0.4%
Value ($000) $22,423 Shares 140,207 Est. Cost $34.60 Unrealized +49.7%
BMY Bristol-Myers Squibb 0.4%
Value ($000) $22,044 Shares 379,813 Est. Cost $45.75 Unrealized +18.8%
MRK Merck & Co. Inc. 0.4%
Value ($000) $21,905 Shares 211,278 Est. Cost $65.08 Unrealized +53.4%
CP Canadian Pacific Kansas 0.4%
Value ($000) $21,568 Shares 289,859 Est. Cost $77.51 Unrealized +0.7%
SCHB Schwab US Broad Market ETF 0.4%
Value ($000) $21,264 Shares 426,569 Est. Cost $57.91 Unrealized
BSV Vanguard Short-Term Bond ETF 0.4%
Value ($000) $19,904 Shares 264,783 Est. Cost $82.58 Unrealized
MDY SPDR S&P Midcap 400 ETF 0.4%
Value ($000) $19,758 Shares 43,121 Est. Cost $352.10 Unrealized
DHR Danaher Corp 0.4%
Value ($000) $19,502 Shares 78,607 Est. Cost $127.03 Unrealized +73.3%
IGSB iShares TR Is 1 5 YR In GR CR BD ETF 0.3%
Value ($000) $19,170 Shares 384,702 Est. Cost $55.94 Unrealized
ABBV Abbvie Inc 0.3%
Value ($000) $18,323 Shares 122,922 Est. Cost $81.65 Unrealized +65.7%
NSC Norfolk Southern Co 0.3%
Value ($000) $17,998 Shares 91,393 Est. Cost $126.78 Unrealized +61.7%
DEO Diageo PLC F Sponsored ADR 0.3%
Value ($000) $17,525 Shares 115,622 Est. Cost $137.62 Unrealized
IEMG iShares Core MSCI Emerging ETF 0.3%
Value ($000) $16,482 Shares 346,330 Est. Cost $55.12 Unrealized
XOM Exxon Mobil Corp 0.3%
Value ($000) $15,666 Shares 133,238 Est. Cost $58.58 Unrealized +72.4%
NVS Novartis AG F Sponsored ADR 0.3%
Value ($000) $15,589 Shares 153,046 Est. Cost $81.06 Unrealized
AXP American Express Co 0.3%
Value ($000) $15,523 Shares 104,047 Est. Cost $107.26 Unrealized +48.1%
USB US Bancorp 0.3%
Value ($000) $15,464 Shares 461,050 Est. Cost $41.10 Unrealized -20.9%
RTX Raytheon Technologies Co 0.3%
Value ($000) $15,060 Shares 209,259 Est. Cost $62.61 Unrealized +29.7%
FNDX Schwab Fundamental US Large Co ETF 0.3%
Value ($000) $14,950 Shares 267,115 Est. Cost $42.68 Unrealized
UPS United Parcel Service Class B 0.3%
Value ($000) $14,817 Shares 95,058 Est. Cost $94.54 Unrealized +60.4%
IWP iShares Russell Mid Cap Growth ETF 0.3%
Value ($000) $14,657 Shares 160,136 Est. Cost $110.73 Unrealized
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $14,476 Shares 33,737 Est. Cost $325.65 Unrealized
VEU Vanguard FTSE All World Ex US ETF 0.3%
Value ($000) $13,958 Shares 269,092 Est. Cost $52.30 Unrealized
LLY Lilly Eli & Co 0.2%
Value ($000) $13,785 Shares 25,664 Est. Cost $148.53 Unrealized +241.2%
IWS iShares Russell Mid Cap Value ETF 0.2%
Value ($000) $12,842 Shares 122,394 Est. Cost $94.33 Unrealized
VBR Vanguard Small Cap Value ETF 0.2%
Value ($000) $12,535 Shares 78,596 Est. Cost $130.13 Unrealized
MDLZ Mondelez Intl Class A 0.2%
Value ($000) $12,292 Shares 176,071 Est. Cost $48.39 Unrealized +38.9%
CINF Cincinnati Finl 0.2%
Value ($000) $11,779 Shares 114,319 Est. Cost $85.07 Unrealized +15.6%
BDX Becton Dickinson & Co. 0.2%
Value ($000) $11,389 Shares 44,054 Est. Cost $224.15 Unrealized +15.2%
KO The Coca-Cola Co 0.2%
Value ($000) $11,224 Shares 198,869 Est. Cost $43.61 Unrealized +27.8%
EFA iShares MSCI EAFE ETF 0.2%
Value ($000) $10,791 Shares 156,568 Est. Cost $62.84 Unrealized
HD Home Depot Inc 0.2%
Value ($000) $10,737 Shares 35,534 Est. Cost $189.80 Unrealized +59.6%
EMR Emerson Electric Co 0.2%
Value ($000) $10,428 Shares 107,989 Est. Cost $57.91 Unrealized +57.4%
SBUX Starbucks Corp 0.2%
Value ($000) $10,058 Shares 110,195 Est. Cost $80.26 Unrealized +15.2%
ROK Rockwell Automation 0.2%
Value ($000) $9,950 Shares 34,807 Est. Cost $141.39 Unrealized +109.8%
NVO Novo-Nordisk A S F Sponsored ADR 0.2%
Value ($000) $9,392 Shares 103,274 Est. Cost $70.51 Unrealized
MUB iShares National Muni Bond ETF 0.2%
Value ($000) $9,346 Shares 91,142 Est. Cost $110.82 Unrealized
TSLA Tesla Inc 0.2%
Value ($000) $9,160 Shares 36,608 Est. Cost $281.30 Unrealized -8.7%
IWR iShares Russell Mid Cap ETF 0.2%
Value ($000) $8,961 Shares 128,791 Est. Cost $67.77 Unrealized
VB Vanguard Small Cap ETF 0.2%
Value ($000) $8,856 Shares 46,839 Est. Cost $161.06 Unrealized
ETN Eaton Corp PLC F 0.2%
Value ($000) $8,849 Shares 41,489 Est. Cost $72.06 Unrealized +191.0%
IWB iShares Russell 1000 ETF 0.2%
Value ($000) $8,772 Shares 37,182 Est. Cost $226.37 Unrealized
IVV iShares Core S&P 500 ETF 0.2%
Value ($000) $8,715 Shares 20,201 Est. Cost $308.70 Unrealized
CMCSA Comcast Corp Class A 0.2%
Value ($000) $8,543 Shares 192,659 Est. Cost $39.06 Unrealized +6.2%
VBK Vanguard Small Cap Growth ETF 0.2%
Value ($000) $8,497 Shares 39,672 Est. Cost $182.61 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $8,306 Shares 250,410 Est. Cost $28.95 Unrealized +5.6%
MBB iShares MBS ETF IV 0.1%
Value ($000) $8,139 Shares 91,655 Est. Cost $99.95 Unrealized
IVE iShares S&P 500 Value ETF 0.1%
Value ($000) $7,966 Shares 51,499 Est. Cost $116.39 Unrealized
CL Colgate-Palmolive Co 0.1%
Value ($000) $7,728 Shares 108,680 Est. Cost $61.77 Unrealized +14.7%
Horizon Therapeutics P F 0.1%
Value ($000) $7,622 Shares 65,882 Est. Cost $103.54 Unrealized
BRK/A Berkshire Hathaway Class A 0.1%
Value ($000) $7,441 Shares 14 Est. Cost $381412.78 Unrealized +41.3%
TRV Travelers Companies 0.1%
Value ($000) $7,328 Shares 44,873 Est. Cost $135.11 Unrealized +18.3%
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $7,224 Shares 103,526 Est. Cost $76.95 Unrealized
SYY Sysco Corp 0.1%
Value ($000) $7,070 Shares 107,043 Est. Cost $58.70 Unrealized +14.2%
VWO Vanguard FTSE Emerging Markets ETF 0.1%
Value ($000) $6,995 Shares 178,386 Est. Cost $45.68 Unrealized
WEC W E C Energy Group Inc 0.1%
Value ($000) $6,929 Shares 86,025 Est. Cost $48.39 Unrealized +64.8%
LMT Lockheed Martin Corp 0.1%
Value ($000) $6,591 Shares 16,116 Est. Cost $306.72 Unrealized +35.3%
XLY SPDR Fund Consumer Discre Select ETF 0.1%
Value ($000) $6,494 Shares 40,343 Est. Cost $112.64 Unrealized
MCK Mckesson Corp 0.1%
Value ($000) $6,277 Shares 14,413 Est. Cost $355.87 Unrealized +17.1%
SCHF Schwab International Equity ETF 0.1%
Value ($000) $6,166 Shares 181,566 Est. Cost $31.37 Unrealized
IGIB iShares TRT Is 5 10 Inv GR CR BD ETF 0.1%
Value ($000) $6,165 Shares 126,720 Est. Cost $53.38 Unrealized
VXF Vanguard Extended Market ETF 0.1%
Value ($000) $5,749 Shares 39,980 Est. Cost $111.83 Unrealized
SHYG iShares High Yield Corporate Bond ETF 0.1%
Value ($000) $5,669 Shares 138,161 Est. Cost $45.39 Unrealized
V Visa Inc Class A 0.1%
Value ($000) $5,659 Shares 24,601 Est. Cost $189.43 Unrealized +24.7%
NVDA Nvidia Corp 0.1%
Value ($000) $5,592 Shares 12,855 Est. Cost $37.66 Unrealized +18.9%
IJH iShares Core S&P Mid Cap ETF 0.1%
Value ($000) $5,574 Shares 22,251 Est. Cost $230.91 Unrealized
STZ Constellation Brand Class A 0.1%
Value ($000) $5,542 Shares 22,050 Est. Cost $180.85 Unrealized +37.8%
INTC Intel Corp 0.1%
Value ($000) $5,505 Shares 154,842 Est. Cost $41.05 Unrealized -16.7%
XLK Technology Select Sector SPDR ETF 0.1%
Value ($000) $5,498 Shares 33,537 Est. Cost $89.55 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.1%
Value ($000) $5,274 Shares 33,777 Est. Cost $120.98 Unrealized
CSCO Cisco Systems Inc 0.1%
Value ($000) $5,224 Shares 97,180 Est. Cost $42.86 Unrealized +17.4%
SPIB SPDR Intermediate Term Corp Bond ETF 0.1%
Value ($000) $5,198 Shares 165,269 Est. Cost $31.83 Unrealized
YUM Yum Brands Inc 0.1%
Value ($000) $5,160 Shares 41,298 Est. Cost $117.95 Unrealized +6.5%
BNDX Vanguard Total International BND ETF 0.1%
Value ($000) $5,133 Shares 107,326 Est. Cost $48.79 Unrealized
AVGO Broadcom Inc 0.1%
Value ($000) $5,090 Shares 6,128 Est. Cost $68.31 Unrealized +22.9%
ORCL Oracle Corp 0.1%
Value ($000) $4,931 Shares 46,555 Est. Cost $61.13 Unrealized +84.5%
CVS CVS Health Corp 0.1%
Value ($000) $4,811 Shares 68,907 Est. Cost $63.37 Unrealized +1.9%
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $4,720 Shares 26,580 Est. Cost $159.75 Unrealized
KMB Kimberly Clark Corp 0.1%
Value ($000) $4,666 Shares 38,235 Est. Cost $101.66 Unrealized +15.8%
SCHX Schwab US Large Cap ETF 0.1%
Value ($000) $4,656 Shares 92,014 Est. Cost $57.62 Unrealized
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $4,571 Shares 21,950 Est. Cost $172.68 Unrealized
IBM IBM Corp 0.1%
Value ($000) $4,550 Shares 32,433 Est. Cost $107.14 Unrealized +23.0%
TROW T Rowe Price Group 0.1%
Value ($000) $4,540 Shares 43,287 Est. Cost $89.11 Unrealized +12.5%
JPST JPMorgan Ultra Short Income ETF 0.1%
Value ($000) $4,497 Shares 89,611 Est. Cost $50.60 Unrealized
VTIP Vanguard SHRT Inf Prot Sec Index ETF 0.1%
Value ($000) $4,443 Shares 93,968 Est. Cost $48.10 Unrealized
SPSB SPDR Short Term Corporate BND ETF 0.1%
Value ($000) $4,301 Shares 146,676 Est. Cost $29.39 Unrealized
WMB Williams Companies 0.1%
Value ($000) $4,286 Shares 127,228 Est. Cost $26.77 Unrealized +15.3%
HON Honeywell Intl Inc 0.1%
Value ($000) $4,145 Shares 22,436 Est. Cost $147.01 Unrealized +18.3%
CTAS Cintas Corp 0.1%
Value ($000) $4,005 Shares 8,325 Est. Cost $51.50 Unrealized +136.9%
SCHE Schwab Emerging Markets Equity ETF 0.1%
Value ($000) $3,916 Shares 163,565 Est. Cost $25.22 Unrealized
TIP iShares TIPS Bond ETF 0.1%
Value ($000) $3,781 Shares 36,457 Est. Cost $126.65 Unrealized
SYK Stryker Corp 0.1%
Value ($000) $3,720 Shares 13,576 Est. Cost $219.06 Unrealized +27.8%
SCHG Schwab US Large Cap Growth ETF 0.1%
Value ($000) $3,544 Shares 48,742 Est. Cost $68.08 Unrealized
Duke Energy Co 5.625PFD 0.1%
Value ($000) $3,502 Shares 145,735 Est. Cost $26.62 Unrealized
SCHZ Schwab US Aggregate Bond ETF 0.1%
Value ($000) $3,470 Shares 78,451 Est. Cost $52.89 Unrealized
VFH Vanguard Financials ETF 0.1%
Value ($000) $3,469 Shares 42,926 Est. Cost $70.55 Unrealized
PM Philip Morris Intl 0.1%
Value ($000) $3,376 Shares 36,072 Est. Cost $74.81 Unrealized +15.2%
COP Conocophillips 0.1%
Value ($000) $3,373 Shares 28,018 Est. Cost $64.20 Unrealized +68.0%
VGT Vanguard Information Technology ETF 0.1%
Value ($000) $3,348 Shares 8,052 Est. Cost $263.98 Unrealized
TGT Target Corp 0.1%
Value ($000) $3,330 Shares 30,118 Est. Cost $68.51 Unrealized +69.9%
TPL Texas Pacific Land Corp 0.1%
Value ($000) $3,065 Shares 1,681 Est. Cost $117.17 Unrealized +56.4%
SCZ iShares MSCI EAFE Small Cap ETF 0.1%
Value ($000) $2,998 Shares 53,085 Est. Cost $57.06 Unrealized
Public Storage 5.6 PFD PFD Ser H 0.1%
Value ($000) $2,952 Shares 121,501 Est. Cost $27.15 Unrealized
IYW iShares US Technology ETF 0.1%
Value ($000) $2,906 Shares 27,678 Est. Cost $124.05 Unrealized
State Street C 5.9 PFD PFD Ser D 0.1%
Value ($000) $2,831 Shares 112,970 Est. Cost $24.19 Unrealized
Fifth Third 6.625 PFD PFD Ser I 0.0%
Value ($000) $2,689 Shares 103,489 Est. Cost $27.57 Unrealized
EAGG iShares Esg Aware US Aggrgt BND ETF 0.0%
Value ($000) $2,684 Shares 59,251 Est. Cost $54.64 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $2,670 Shares 32,696 Est. Cost $75.21 Unrealized +6.8%
VTWV Vanguard Russell 2000 Value ETF 0.0%
Value ($000) $2,651 Shares 22,205 Est. Cost $139.80 Unrealized
BY Byline Bancorp Inc Com 0.0%
Value ($000) $2,644 Shares 134,158 Est. Cost $24.67 Unrealized -20.2%
AMP Ameriprise Finl 0.0%
Value ($000) $2,625 Shares 7,961 Est. Cost $296.47 Unrealized +11.5%
Centergroup Financial In C 0.0%
Value ($000) $2,623 Shares 42,742 Est. Cost $61.37 Unrealized
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $2,619 Shares 38,155 Est. Cost $64.35 Unrealized
XLV Select Sector Health Care SPDR ETF 0.0%
Value ($000) $2,534 Shares 19,684 Est. Cost $86.99 Unrealized
BAC Bank Of America Corp 0.0%
Value ($000) $2,534 Shares 92,546 Est. Cost $26.85 Unrealized +3.6%
VDC Vanguard Consumer Staple ETF 0.0%
Value ($000) $2,528 Shares 13,764 Est. Cost $134.99 Unrealized
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $2,518 Shares 24,372 Est. Cost $82.79 Unrealized
HUM Humana Inc 0.0%
Value ($000) $2,510 Shares 5,150 Est. Cost $487.27 Unrealized -6.3%
BKNG Booking Holdings Inc 0.0%
Value ($000) $2,504 Shares 812 Est. Cost $2557.96 Unrealized +16.5%
MMM 3M Co 0.0%
Value ($000) $2,499 Shares 26,694 Est. Cost $119.35 Unrealized -33.3%
VIS Vanguard Industrials ETF 0.0%
Value ($000) $2,346 Shares 11,990 Est. Cost $139.44 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.0%
Value ($000) $2,342 Shares 53,572 Est. Cost $43.11 Unrealized
VZ Verizon Communication 0.0%
Value ($000) $2,321 Shares 71,604 Est. Cost $34.17 Unrealized -15.2%
KR Kroger Co 0.0%
Value ($000) $2,287 Shares 51,097 Est. Cost $28.65 Unrealized +55.8%
PSX Phillips 66 0.0%
Value ($000) $2,248 Shares 18,708 Est. Cost $78.80 Unrealized +31.1%
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $2,243 Shares 16,435 Est. Cost $117.85 Unrealized
APD Air Prod & Chemicals 0.0%
Value ($000) $2,231 Shares 7,833 Est. Cost $194.13 Unrealized +41.6%
SCHA Schwab US Small Cap ETF 0.0%
Value ($000) $2,230 Shares 53,834 Est. Cost $55.52 Unrealized
CSX CSX Corp 0.0%
Value ($000) $2,215 Shares 72,036 Est. Cost $27.55 Unrealized +11.0%
WSBC Wesbanco Inc 0.0%
Value ($000) $2,212 Shares 89,307 Est. Cost $26.05 Unrealized -0.2%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $2,163 Shares 38,815 Est. Cost $54.72 Unrealized +2.2%
TTC Toro Co 0.0%
Value ($000) $2,117 Shares 25,480 Est. Cost $102.53 Unrealized -6.1%
SCHM Charles Schwab US MC ETF 0.0%
Value ($000) $2,108 Shares 31,141 Est. Cost $55.07 Unrealized
BF/B Brown Forman Corp Class B 0.0%
Value ($000) $2,079 Shares 35,901 Est. Cost $55.26 Unrealized +14.0%
IWO iShares Russell 2000 Growth ETF 0.0%
Value ($000) $2,005 Shares 8,926 Est. Cost $197.66 Unrealized
VTEB Vanguard Muni BND Tax Exempt ETF 0.0%
Value ($000) $1,977 Shares 41,103 Est. Cost $50.87 Unrealized
ADBE Adobe Inc 0.0%
Value ($000) $1,975 Shares 3,873 Est. Cost $371.36 Unrealized +41.3%
VMC Vulcan Materials Com 0.0%
Value ($000) $1,970 Shares 9,750 Est. Cost $185.44 Unrealized +15.3%
TXN Texas Instruments 0.0%
Value ($000) $1,946 Shares 12,239 Est. Cost $149.03 Unrealized +6.6%
CAH Cardinal Health Inc 0.0%
Value ($000) $1,938 Shares 22,319 Est. Cost $72.77 Unrealized +19.1%
GIS General Mills Inc 0.0%
Value ($000) $1,904 Shares 29,755 Est. Cost $71.03 Unrealized -9.1%
CARR Carrier Global Corp 0.0%
Value ($000) $1,894 Shares 34,305 Est. Cost $22.29 Unrealized +139.7%
T A T & T Inc 0.0%
Value ($000) $1,890 Shares 125,805 Est. Cost $15.42 Unrealized -16.0%
VYMI Vanguard Internatnl HGH DIV YLD ETF 0.0%
Value ($000) $1,886 Shares 30,478 Est. Cost $60.76 Unrealized
Cohen Steers REIT Prefer 0.0%
Value ($000) $1,832 Shares 106,750 Est. Cost $18.47 Unrealized
VV Vanguard Large Cap ETF 0.0%
Value ($000) $1,784 Shares 9,116 Est. Cost $166.01 Unrealized
SJM J M Smucker Co 0.0%
Value ($000) $1,766 Shares 14,370 Est. Cost $118.27 Unrealized +9.8%
MU Micron Technology 0.0%
Value ($000) $1,745 Shares 25,654 Est. Cost $65.18 Unrealized +1.7%
ON On Semiconductor 0.0%
Value ($000) $1,736 Shares 18,680 Est. Cost $82.71 Unrealized +17.4%
BA Boeing Co 0.0%
Value ($000) $1,717 Shares 8,956 Est. Cost $323.26 Unrealized -32.3%
LHX L3harris Technologies Inc. 0.0%
Value ($000) $1,665 Shares 9,564 Est. Cost $181.24 Unrealized -3.4%
NTRS Northern Trust Corp 0.0%
Value ($000) $1,662 Shares 23,650 Est. Cost $75.31 Unrealized -7.2%
KRE SPDR S&P Regional Banking ETF 0.0%
Value ($000) $1,632 Shares 39,078 Est. Cost $42.10 Unrealized
SCHW Charles Schwab Corp 0.0%
Value ($000) $1,608 Shares 29,297 Est. Cost $38.20 Unrealized +53.1%
MRSH Marsh & MC Lennan Co 0.0%
Value ($000) $1,601 Shares 8,411 Est. Cost $96.21 Unrealized +91.9%
VUG Vanguard Growth ETF 0.0%
Value ($000) $1,593 Shares 5,848 Est. Cost $189.28 Unrealized
XLC Communicat SVS SLCT Sec SPDR ETF 0.0%
Value ($000) $1,589 Shares 24,240 Est. Cost $50.49 Unrealized
PNC PNC Finl Services 0.0%
Value ($000) $1,560 Shares 12,708 Est. Cost $123.86 Unrealized -7.1%
DNP Select Income CF 0.0%
Value ($000) $1,540 Shares 160,656 Est. Cost $10.35 Unrealized
FCX Freeport-Mcmoran Inc 0.0%
Value ($000) $1,510 Shares 40,485 Est. Cost $36.99 Unrealized +5.5%
ELV Elevance Health, Inc 0.0%
Value ($000) $1,509 Shares 3,466 Est. Cost $382.01 Unrealized +14.3%
CAT Caterpillar Inc 0.0%
Value ($000) $1,502 Shares 5,503 Est. Cost $182.41 Unrealized +43.3%
SWKS Skyworks Solutions 0.0%
Value ($000) $1,486 Shares 15,075 Est. Cost $92.13 Unrealized +6.5%
MOS The Mosaic Co 0.0%
Value ($000) $1,478 Shares 41,521 Est. Cost $35.86 Unrealized -0.2%
SUSB iShares Esg Awr 1 5 Y Usd CP BND ETF 0.0%
Value ($000) $1,476 Shares 62,114 Est. Cost $25.92 Unrealized
VNQ Vanguard Real Estate ETF 0.0%
Value ($000) $1,425 Shares 18,651 Est. Cost $108.54 Unrealized
MPC Marathon Pete Corp 0.0%
Value ($000) $1,419 Shares 9,378 Est. Cost $59.61 Unrealized +122.5%
PRU Prudential Finl 0.0%
Value ($000) $1,412 Shares 14,879 Est. Cost $74.50 Unrealized +13.1%
KMI Kinder Morgan Inc 0.0%
Value ($000) $1,404 Shares 84,670 Est. Cost $14.82 Unrealized +2.9%
QQQ Invesco QQQ Trust 0.0%
Value ($000) $1,403 Shares 3,909 Est. Cost $322.61 Unrealized
The Southern Co 4.95PFD Due 01/30/80 0.0%
Value ($000) $1,366 Shares 64,880 Est. Cost $25.61 Unrealized
Public Storage 4.7 PFD PFD Ser J 0.0%
Value ($000) $1,347 Shares 68,825 Est. Cost $25.11 Unrealized
TECK Teck Resources LTD F Class B 0.0%
Value ($000) $1,336 Shares 31,016 Est. Cost $42.97 Unrealized -3.6%
DCI Donaldson Co 0.0%
Value ($000) $1,325 Shares 22,222 Est. Cost $44.32 Unrealized +34.3%
SMB Vaneck Vectors Short Muni ETF 0.0%
Value ($000) $1,309 Shares 78,402 Est. Cost $17.80 Unrealized
VHT Vanguard Health Care ETF 0.0%
Value ($000) $1,275 Shares 5,405 Est. Cost $228.04 Unrealized
ESGV Vanguard World FD (esg US STK Etf) 0.0%
Value ($000) $1,255 Shares 16,680 Est. Cost $77.88 Unrealized
Unilever PLC F Sponsored ADR 0.0%
Value ($000) $1,240 Shares 25,103 Est. Cost $54.06 Unrealized
EEM iShares MSCI Emerging Markets ETF 0.0%
Value ($000) $1,235 Shares 32,533 Est. Cost $45.53 Unrealized
XLRE Select Sector SPDR TR Real Estate Select Sector SPDR FD 0.0%
Value ($000) $1,232 Shares 36,159 Est. Cost $37.03 Unrealized
Truist Finl C 5.25 PFD PFD Ser O 0.0%
Value ($000) $1,230 Shares 57,856 Est. Cost $27.45 Unrealized
VUSB Vanguard Ultra Short Bond ETF 0.0%
Value ($000) $1,226 Shares 24,925 Est. Cost $50.02 Unrealized
MLN Vaneck Vectors Long Muni ETF 0.0%
Value ($000) $1,224 Shares 73,220 Est. Cost $20.78 Unrealized
BAX Baxter Interntnl 0.0%
Value ($000) $1,219 Shares 32,041 Est. Cost $60.45 Unrealized -33.6%
AEP Amer Electric PWR Co 0.0%
Value ($000) $1,206 Shares 16,035 Est. Cost $77.60 Unrealized -4.2%
AMD Advanced Micro 0.0%
Value ($000) $1,184 Shares 11,520 Est. Cost $119.38 Unrealized -9.1%
MET Metlife Inc 0.0%
Value ($000) $1,181 Shares 18,780 Est. Cost $51.51 Unrealized +12.6%
IVOO Vanguard S&P Mid Cap 400 ETF 0.0%
Value ($000) $1,180 Shares 13,916 Est. Cost $105.92 Unrealized
IBB iShares Nasdaq Biotechnology ETF 0.0%
Value ($000) $1,179 Shares 9,625 Est. Cost $109.59 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $1,164 Shares 10,305 Est. Cost $112.10 Unrealized +9.9%
FITB Fifth Third Bancorp 0.0%
Value ($000) $1,143 Shares 44,499 Est. Cost $27.71 Unrealized -11.6%
BlackRock Inc 0.0%
Value ($000) $1,141 Shares 1,765 Est. Cost $545.58 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $1,132 Shares 10,078 Est. Cost $95.10 Unrealized +8.9%
IEX Idex Corp 0.0%
Value ($000) $1,123 Shares 5,400 Est. Cost $181.08 Unrealized +16.1%
MLM Martin Marietta Matr 0.0%
Value ($000) $1,104 Shares 2,691 Est. Cost $205.49 Unrealized +112.2%
FSLR First Solar Inc 0.0%
Value ($000) $1,087 Shares 6,727 Est. Cost $156.46 Unrealized +19.3%
GS Goldman Sachs Group 0.0%
Value ($000) $1,081 Shares 3,342 Est. Cost $282.63 Unrealized +11.6%
VT Vanguard Total World Stock ETF 0.0%
Value ($000) $1,081 Shares 11,601 Est. Cost $75.31 Unrealized
Bank Of America 5 PFD PFD Ser LL 0.0%
Value ($000) $1,065 Shares 52,384 Est. Cost $25.34 Unrealized
ALB Albemarle Corp 0.0%
Value ($000) $1,049 Shares 6,157 Est. Cost $196.15 Unrealized -2.5%
Livent Corportaion 0.0%
Value ($000) $1,031 Shares 56,025 Est. Cost $27.43 Unrealized
The Southern Co 4.2PFD Due 10/15/60 0.0%
Value ($000) $1,030 Shares 52,866 Est. Cost $26.00 Unrealized
MDT Medtronic PLC F 0.0%
Value ($000) $1,007 Shares 12,737 Est. Cost $86.10 Unrealized -9.6%
VCR Vanguard Consumer Discretionary ETF 0.0%
Value ($000) $997 Shares 3,691 Est. Cost $219.02 Unrealized
COR Amerisourcebergen Corp 0.0%
Value ($000) $990 Shares 5,501 Est. Cost $167.45 Unrealized +8.1%
CAG Conagra Brands Inc 0.0%
Value ($000) $942 Shares 34,357 Est. Cost $31.32 Unrealized -13.5%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $934 Shares 11,631 Est. Cost $47.48 Unrealized +73.1%
CI CIGNA Corp 0.0%
Value ($000) $930 Shares 3,251 Est. Cost $220.13 Unrealized +23.9%
PFF iShares Preferred Income Sec ETF 0.0%
Value ($000) $928 Shares 30,785 Est. Cost $37.02 Unrealized
ISRG Intuitive Surgical 0.0%
Value ($000) $926 Shares 3,169 Est. Cost $281.29 Unrealized +11.0%
PPG PPG Industries Inc 0.0%
Value ($000) $926 Shares 7,135 Est. Cost $121.12 Unrealized +9.8%
PH Parker-Hannifin Corp 0.0%
Value ($000) $923 Shares 2,369 Est. Cost $300.99 Unrealized +30.0%
BK Bank Of NY Mellon Co 0.0%
Value ($000) $914 Shares 21,419 Est. Cost $43.47 Unrealized -3.8%
PCAR Paccar Inc 0.0%
Value ($000) $903 Shares 10,625 Est. Cost $43.55 Unrealized +76.1%
AMAT Applied Materials 0.0%
Value ($000) $900 Shares 6,500 Est. Cost $123.91 Unrealized +13.3%
IYH iShares US Healthcare ETF 0.0%
Value ($000) $890 Shares 3,283 Est. Cost $233.58 Unrealized
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $889 Shares 12,563 Est. Cost $53.43 Unrealized
Liberty All Star Equity 0.0%
Value ($000) $885 Shares 149,558 Est. Cost $6.48 Unrealized
Lexington Realty TR REIT 0.0%
Value ($000) $877 Shares 97,160 Est. Cost $9.88 Unrealized
WFC Wells Fargo & Co 0.0%
Value ($000) $868 Shares 21,245 Est. Cost $46.15 Unrealized -11.8%
JBL Jabil Inc 0.0%
Value ($000) $865 Shares 6,820 Est. Cost $87.51 Unrealized +24.3%
CMG Chipotle Mexican GRL 0.0%
Value ($000) $855 Shares 467 Est. Cost $9.86 Unrealized +295.4%
AON Aon PLC F Class A 0.0%
Value ($000) $843 Shares 2,600 Est. Cost $178.56 Unrealized +82.2%
MAR Marriott Intl Inc Class A 0.0%
Value ($000) $840 Shares 4,276 Est. Cost $131.30 Unrealized +47.8%
GE General Electric Co 0.0%
Value ($000) $837 Shares 7,569 Est. Cost $65.49 Unrealized +35.4%
GWW WW Grainger Inc 0.0%
Value ($000) $836 Shares 1,209 Est. Cost $254.60 Unrealized +178.3%
MO Altria Group Inc 0.0%
Value ($000) $835 Shares 19,403 Est. Cost $34.69 Unrealized +5.0%
AWK American Water Works 0.0%
Value ($000) $834 Shares 6,737 Est. Cost $105.59 Unrealized +25.7%
Greenville Natl Banc 0.0%
Value ($000) $828 Shares 2,866 Est. Cost $24.01 Unrealized
DOV Dover Corp 0.0%
Value ($000) $823 Shares 5,897 Est. Cost $102.15 Unrealized +37.4%
SHW Sherwin Williams Co 0.0%
Value ($000) $819 Shares 3,210 Est. Cost $278.11 Unrealized -5.7%
HSY Hershey Co 0.0%
Value ($000) $814 Shares 4,066 Est. Cost $102.35 Unrealized +103.9%
BRX Brixmor Property Group REIT 0.0%
Value ($000) $812 Shares 39,080 Est. Cost $22.00 Unrealized
DVY iShares Select Dividend ETF 0.0%
Value ($000) $807 Shares 7,392 Est. Cost $101.64 Unrealized
QUAL iShares MSCI USA QLTY Fact ETF 0.0%
Value ($000) $766 Shares 5,791 Est. Cost $131.16 Unrealized
HUBB Hubbell Inc 0.0%
Value ($000) $765 Shares 2,440 Est. Cost $196.66 Unrealized +56.8%
SO Southern Co 0.0%
Value ($000) $755 Shares 11,665 Est. Cost $45.98 Unrealized +38.7%
VLTO Veralto Corp-W/I 0.0%
Value ($000) $751 Shares 8,887 Est. Cost $84.56 Unrealized
Liberty Media Corp Del Com Liberty Siriusxm Ser C 0.0%
Value ($000) $750 Shares 29,454 Est. Cost $25.46 Unrealized
MFC Manulife Finl F 0.0%
Value ($000) $741 Shares 40,557 Est. Cost $19.96 Unrealized -5.3%
MCHP Microchip Technology 0.0%
Value ($000) $726 Shares 9,305 Est. Cost $59.92 Unrealized +31.4%
MCO Moodys Corp Com 0.0%
Value ($000) $695 Shares 2,199 Est. Cost $200.94 Unrealized +66.1%
MINT PIMCO Enhanced SHRT Maturty Actv ETF 0.0%
Value ($000) $681 Shares 6,805 Est. Cost $101.82 Unrealized
GLD SPDR Gold Shares ETF 0.0%
Value ($000) $664 Shares 3,875 Est. Cost $172.99 Unrealized
Walgreens Boots Alliance 0.0%
Value ($000) $660 Shares 29,697 Est. Cost $53.10 Unrealized
SLB Schlumberger LTD F 0.0%
Value ($000) $652 Shares 11,131 Est. Cost $40.38 Unrealized +34.8%
EG Everest Re Group LTD F 0.0%
Value ($000) $649 Shares 1,747 Est. Cost $221.80 Unrealized +57.3%
TSM Taiwan Semiconductor F Sponsored ADR 0.0%
Value ($000) $646 Shares 7,393 Est. Cost $101.37 Unrealized
Prudential Fin 5.625PFD Due 08/15/58 0.0%
Value ($000) $645 Shares 26,850 Est. Cost $26.83 Unrealized
SWK Stanley Black & Deck 0.0%
Value ($000) $644 Shares 7,703 Est. Cost $152.73 Unrealized -44.9%
IYJ iShares US Industrials ETF 0.0%
Value ($000) $641 Shares 6,334 Est. Cost $112.76 Unrealized
FTRE Fortrea HLDGS Inc 0.0%
Value ($000) $621 Shares 21,709 Est. Cost $29.59 Unrealized 0.0%
Fifth Third B 4.95 PFD PFD Ser K 0.0%
Value ($000) $619 Shares 29,260 Est. Cost $25.94 Unrealized
IWF iShares Russell 1000 Growth ETF 0.0%
Value ($000) $615 Shares 2,308 Est. Cost $165.18 Unrealized
CME Cme Group Inc Class A 0.0%
Value ($000) $604 Shares 3,018 Est. Cost $183.15 Unrealized -1.6%
SPLV Invesco S&P 500 Low Volatility ETF 0.0%
Value ($000) $595 Shares 10,120 Est. Cost $62.00 Unrealized
LBRDK Liberty Broadband Co Class C 0.0%
Value ($000) $589 Shares 6,453 Est. Cost $101.58 Unrealized -17.8%
C Citigroup Inc 0.0%
Value ($000) $568 Shares 13,808 Est. Cost $44.67 Unrealized -9.4%
HPQ HP Inc. 0.0%
Value ($000) $567 Shares 21,820 Est. Cost $25.81 Unrealized +8.3%
BSM Black Stone Minerals LP 0.0%
Value ($000) $564 Shares 32,746 Est. Cost $6.68 Unrealized
JNK SPDR Bloomberg Barclays High Yield Bond ETF 0.0%
Value ($000) $562 Shares 6,218 Est. Cost $96.46 Unrealized
FCNCA First Citizens BKSH Class A 0.0%
Value ($000) $559 Shares 405 Est. Cost $423.56 Unrealized +221.5%
VRSN Verisign Inc 0.0%
Value ($000) $557 Shares 2,750 Est. Cost $218.54 Unrealized -5.8%
VFC VF Corp 0.0%
Value ($000) $554 Shares 31,353 Est. Cost $47.30 Unrealized -59.8%
Nuveen Clifornia Qulty M 0.0%
Value ($000) $547 Shares 56,450 Est. Cost $13.85 Unrealized
HSIC Schein Henry Inc 0.0%
Value ($000) $544 Shares 7,322 Est. Cost $79.38 Unrealized -3.0%
GBF iShares Govt Credit Bond ETF 0.0%
Value ($000) $539 Shares 5,390 Est. Cost $101.35 Unrealized
KHC Kraft Heinz Co 0.0%
Value ($000) $537 Shares 15,952 Est. Cost $33.39 Unrealized -8.6%
LCNB LCNB Corp 0.0%
Value ($000) $534 Shares 37,400 Est. Cost $15.12 Unrealized -10.1%
TMUS T-Mobile US Inc Com 0.0%
Value ($000) $532 Shares 3,800 Est. Cost $135.59 Unrealized -1.3%
EXPE Expedia Group Inc. 0.0%
Value ($000) $531 Shares 5,150 Est. Cost $97.23 Unrealized +12.6%
SHEL Shell PLC F Unsponsored ADR 0.0%
Value ($000) $526 Shares 8,171 Est. Cost $57.05 Unrealized
DNLI Denali Therapeutics I N 0.0%
Value ($000) $512 Shares 24,800 Est. Cost $42.49 Unrealized -40.3%
BX Blackstone Group Inc 0.0%
Value ($000) $511 Shares 4,774 Est. Cost $64.58 Unrealized +50.9%
VSGX Vanguard Esg Internatnl Stock ETF 0.0%
Value ($000) $510 Shares 10,105 Est. Cost $44.50 Unrealized
PYPL Paypal Holdings Inc 0.0%
Value ($000) $507 Shares 8,674 Est. Cost $94.01 Unrealized -30.9%
ITOT iShares Total US Stock Market ETF 0.0%
Value ($000) $507 Shares 5,357 Est. Cost $79.72 Unrealized
CRSP Crispr Therapeutics F 0.0%
Value ($000) $504 Shares 11,100 Est. Cost $79.31 Unrealized -34.9%
Kellogg Co 0.0%
Value ($000) $503 Shares 8,456 Est. Cost $46.00 Unrealized +19.4%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $502 Shares 3,902 Est. Cost $112.67 Unrealized
NRG NRG Energy Inc 0.0%
Value ($000) $500 Shares 12,985 Est. Cost $32.10 Unrealized +12.3%
PSA Public Storage REIT 0.0%
Value ($000) $497 Shares 1,886 Est. Cost $204.55 Unrealized +24.0%
BF/A Brown Forman Corp Class A 0.0%
Value ($000) $489 Shares 8,394 Est. Cost $61.46 Unrealized +4.6%
ULTA Ulta Beauty Inc 0.0%
Value ($000) $478 Shares 1,196 Est. Cost $489.83 Unrealized -10.8%
RIO Rio Tinto PLC F Sponsored ADR 0.0%
Value ($000) $475 Shares 7,465 Est. Cost $67.57 Unrealized
STX Seagate Technology Holdings PB LTD Co 0.0%
Value ($000) $472 Shares 7,085 Est. Cost $66.04 Unrealized -8.8%
American Financial Group Inc 0.0%
Value ($000) $470 Shares 21,550 Est. Cost $27.90 Unrealized
HIG Hartford Finl SVC GP 0.0%
Value ($000) $469 Shares 6,575 Est. Cost $66.74 Unrealized +4.0%
VXUS Vanguard Total International STK ETF 0.0%
Value ($000) $467 Shares 8,729 Est. Cost $53.18 Unrealized
FLEX Flextronics Intl LTD Ord SHS 0.0%
Value ($000) $457 Shares 16,950 Est. Cost $17.83 Unrealized +13.7%
FLOT iShares Floating Rate Bond ETF 0.0%
Value ($000) $448 Shares 8,795 Est. Cost $50.92 Unrealized
Nuveen Arizona QLTY MNCP 0.0%
Value ($000) $445 Shares 46,100 Est. Cost $13.84 Unrealized
EW Edwards Lifesciences 0.0%
Value ($000) $442 Shares 6,375 Est. Cost $64.94 Unrealized +23.7%
FIS Fidelity Natl Info 0.0%
Value ($000) $434 Shares 7,856 Est. Cost $118.59 Unrealized -54.1%
HRB H & R Block 0.0%
Value ($000) $434 Shares 10,000 Est. Cost $20.60 Unrealized +67.2%
IYM iShares US Basic Materials ETF 0.0%
Value ($000) $433 Shares 3,411 Est. Cost $103.16 Unrealized
HBAN Huntington Bancshs 0.0%
Value ($000) $433 Shares 40,988 Est. Cost $9.88 Unrealized +2.1%
ATO Atmos Energy Corp 0.0%
Value ($000) $430 Shares 4,056 Est. Cost $108.44 Unrealized +1.4%
NNN National Retail Properties Inc 0.0%
Value ($000) $428 Shares 12,100 Est. Cost $42.79 Unrealized
AIG American Intl Group 0.0%
Value ($000) $424 Shares 7,000 Est. Cost $51.29 Unrealized +10.5%
DD DuPont De Nemours Inc 0.0%
Value ($000) $418 Shares 5,599 Est. Cost $26.76 Unrealized +11.6%
DSI iShares MSCI KLD 400 Social Indx ETF 0.0%
Value ($000) $415 Shares 5,073 Est. Cost $89.03 Unrealized
SCHV Schwab US Large Cap Value ETF 0.0%
Value ($000) $412 Shares 6,394 Est. Cost $55.64 Unrealized
AJG Arthur J Gallagher&c 0.0%
Value ($000) $411 Shares 1,804 Est. Cost $88.05 Unrealized +148.8%
Activision Blizzard 0.0%
Value ($000) $408 Shares 4,354 Est. Cost $83.61 Unrealized
CNI Canadian Natl Railwy F 0.0%
Value ($000) $405 Shares 3,740 Est. Cost $112.93 Unrealized -3.2%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $393 Shares 3,492 Est. Cost $122.51 Unrealized +1.4%
KKR KKR & Co Inc 0.0%
Value ($000) $388 Shares 6,300 Est. Cost $51.41 Unrealized +16.3%
GPC Genuine Parts Co 0.0%
Value ($000) $380 Shares 2,612 Est. Cost $83.67 Unrealized +72.7%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $376 Shares 3,265 Est. Cost $103.28 Unrealized
XIFR Nextera Energy Partners LP 0.0%
Value ($000) $372 Shares 12,540 Est. Cost $62.22 Unrealized -18.6%
MSI Motorola Solutions 0.0%
Value ($000) $372 Shares 1,363 Est. Cost $159.46 Unrealized +73.9%
FMC F M C Corp 0.0%
Value ($000) $371 Shares 5,487 Est. Cost $60.69 Unrealized +28.0%
ICE Intercontinental Exc 0.0%
Value ($000) $368 Shares 3,345 Est. Cost $122.87 Unrealized -9.5%
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $363 Shares 1,475 Est. Cost $196.35 Unrealized
LAMR Lamar Advertising Co 0.0%
Value ($000) $359 Shares 4,300 Est. Cost $99.25 Unrealized
SHM SPDR Nuveen Bloomberg Barclays Short Term Muni Bond ETF 0.0%
Value ($000) $355 Shares 7,686 Est. Cost $47.02 Unrealized
LYTS L S I Industries Inc 0.0%
Value ($000) $353 Shares 22,256 Est. Cost $7.55 Unrealized +84.9%
DOW Dow Inc 0.0%
Value ($000) $351 Shares 6,799 Est. Cost $41.18 Unrealized +12.5%
EEMV Ishs MSCI Emerg MRKT Min Vol FCT ETF 0.0%
Value ($000) $350 Shares 6,565 Est. Cost $62.34 Unrealized
CM CDN Imperial BK Comm F 0.0%
Value ($000) $349 Shares 8,896 Est. Cost $47.11 Unrealized -20.7%
EBAY eBay Inc 0.0%
Value ($000) $348 Shares 7,900 Est. Cost $43.88 Unrealized -2.7%
L Loews Corp 0.0%
Value ($000) $348 Shares 5,500 Est. Cost $48.63 Unrealized +27.2%
Horizon Therapeutics PLC Com 0.0%
Value ($000) $347 Shares 3,000 Est. Cost $102.85 Unrealized
IYC iShares U.S. Consumer Services ETF 0.0%
Value ($000) $347 Shares 5,168 Est. Cost $83.29 Unrealized
VICI Vici Properties Inc 0.0%
Value ($000) $345 Shares 11,674 Est. Cost $27.58 Unrealized -2.0%
NTAP Netapp Inc 0.0%
Value ($000) $341 Shares 4,500 Est. Cost $44.97 Unrealized +63.4%
MAIN Main Street Capital 0.0%
Value ($000) $341 Shares 8,400 Est. Cost $39.67 Unrealized +2.9%
FTV Fortive Corp Disc 0.0%
Value ($000) $340 Shares 4,584 Est. Cost $49.53 Unrealized +14.9%
JPMorgan Chase &co 0.0%
Value ($000) $340 Shares 14,270 Est. Cost $24.49 Unrealized
PGR Progressive Co Ohio 0.0%
Value ($000) $333 Shares 2,390 Est. Cost $120.98 Unrealized -0.5%
CHH Choice Hotels Intl 0.0%
Value ($000) $332 Shares 2,700 Est. Cost $138.14 Unrealized -11.1%
Hillenbrand Inc 0.0%
Value ($000) $329 Shares 7,783 Est. Cost $51.02 Unrealized
TAK Takeda Pharma Co F Sponsored ADR 0.0%
Value ($000) $328 Shares 20,781 Est. Cost $13.63 Unrealized
Liberty Media Corp 0.0%
Value ($000) $327 Shares 12,867 Est. Cost $25.45 Unrealized
WY Weyerhaeuser Co REIT 0.0%
Value ($000) $323 Shares 10,544 Est. Cost $25.28 Unrealized +21.1%
GILD Gilead Sciences Inc 0.0%
Value ($000) $320 Shares 4,266 Est. Cost $62.33 Unrealized +13.4%
EUSB iShares ESG Advanced TTL USD BND ETF 0.0%
Value ($000) $319 Shares 7,807 Est. Cost $42.20 Unrealized
TFC Truist Finl Corp 0.0%
Value ($000) $314 Shares 10,963 Est. Cost $39.66 Unrealized -31.5%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $313 Shares 2,047 Est. Cost $138.83 Unrealized
AMZA Etfis Ser TR I InfraCap MLP ETF 0.0%
Value ($000) $309 Shares 8,850 Est. Cost $33.16 Unrealized
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $302 Shares 6,059 Est. Cost $50.29 Unrealized
PFG Principal Finl 0.0%
Value ($000) $299 Shares 4,155 Est. Cost $64.13 Unrealized +10.8%
USMV iShares MSCI USA Min Vol FCTR ETF 0.0%
Value ($000) $297 Shares 4,085 Est. Cost $74.87 Unrealized
D Dominion Energy Inc 0.0%
Value ($000) $295 Shares 6,606 Est. Cost $56.62 Unrealized -22.2%
DKNG Draftkings Inc New Class A 0.0%
Value ($000) $294 Shares 10,000 Est. Cost $14.08 Unrealized +109.8%
TSCO Tractor Supply Comp 0.0%
Value ($000) $285 Shares 1,404 Est. Cost $42.98 Unrealized -3.3%
SYF Synchrony Finl 0.0%
Value ($000) $283 Shares 9,273 Est. Cost $34.78 Unrealized -9.1%
REGN Regeneron Pharms Inc 0.0%
Value ($000) $283 Shares 344 Est. Cost $409.75 Unrealized +90.7%
EXE Chesapeake Energy Co 0.0%
Value ($000) $280 Shares 3,245 Est. Cost $73.57 Unrealized +7.5%
BILL Bill Com HLDGS Inc 0.0%
Value ($000) $280 Shares 2,577 Est. Cost $276.70 Unrealized -58.9%
LBRDA Liberty Broadband Corp Series A 0.0%
Value ($000) $278 Shares 3,063 Est. Cost $99.20 Unrealized -15.8%
TM Toyota Motor Corp F Sponsored ADR 0.0%
Value ($000) $275 Shares 1,515 Est. Cost $167.89 Unrealized
Atlantica Sustainable Infrastructure 0.0%
Value ($000) $273 Shares 14,300 Est. Cost $23.94 Unrealized
PLD Prologis Inc. REIT 0.0%
Value ($000) $267 Shares 2,383 Est. Cost $101.14 Unrealized +11.7%
SCHO Schwab Short Term US Treasury ETF 0.0%
Value ($000) $261 Shares 5,455 Est. Cost $50.12 Unrealized
NXPI NXP Semiconductors F 0.0%
Value ($000) $259 Shares 1,290 Est. Cost $103.74 Unrealized +90.9%
GLW Corning Inc 0.0%
Value ($000) $258 Shares 8,460 Est. Cost $26.35 Unrealized +16.5%
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $258 Shares 14,727 Est. Cost $12.82 Unrealized +25.5%
XLF Select STR Financial Select SPDR ETF 0.0%
Value ($000) $257 Shares 7,748 Est. Cost $29.02 Unrealized
A Agilent Technologies Inc Com 0.0%
Value ($000) $256 Shares 2,290 Est. Cost $156.90 Unrealized -24.9%
SUSA iShares MSCI USA Esg Select ETF 0.0%
Value ($000) $255 Shares 2,820 Est. Cost $97.88 Unrealized
WBD Warner Brothers Discover 0.0%
Value ($000) $253 Shares 23,304 Est. Cost $15.95 Unrealized -21.7%
OKE Oneok Inc 0.0%
Value ($000) $253 Shares 3,982 Est. Cost $57.97 Unrealized 0.0%
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.0%
Value ($000) $250 Shares 3,619 Est. Cost $65.65 Unrealized
FAST Fastenal Co 0.0%
Value ($000) $249 Shares 4,560 Est. Cost $13.59 Unrealized +97.2%
VSS VGRD FTSE All WRLD Ex US SML Cap ETF 0.0%
Value ($000) $247 Shares 2,326 Est. Cost $102.88 Unrealized
Arista Networks Inc 0.0%
Value ($000) $239 Shares 1,300 Est. Cost $164.66 Unrealized
XLE Energy Select Sector SPDR ETF 0.0%
Value ($000) $238 Shares 2,635 Est. Cost $76.00 Unrealized
Liberty Media Corp Del Com Liberty Live Ser C 0.0%
Value ($000) $237 Shares 7,375 Est. Cost $32.10 Unrealized
OSBC Old Second BNCP Inc 0.0%
Value ($000) $235 Shares 17,292 Est. Cost $12.35 Unrealized +14.1%
CTVA Corteva Inc 0.0%
Value ($000) $234 Shares 4,583 Est. Cost $53.67 Unrealized -4.0%
WHR Whirlpool Corp 0.0%
Value ($000) $234 Shares 1,750 Est. Cost $141.46 Unrealized -0.2%
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $228 Shares 3,120 Est. Cost $87.73 Unrealized
BN Brookfield Corp F Class A 0.0%
Value ($000) $222 Shares 7,114 Est. Cost $21.90 Unrealized +1.2%
MAC The Macerich Co REIT 0.0%
Value ($000) $218 Shares 20,000 Est. Cost $17.28 Unrealized
CIEN Ciena Corp 0.0%
Value ($000) $216 Shares 4,565 Est. Cost $45.54 Unrealized -3.2%
APH Amphenol Corp Class A 0.0%
Value ($000) $215 Shares 2,559 Est. Cost $37.39 Unrealized +12.7%
EL Estee Lauder Co Inc Class A 0.0%
Value ($000) $212 Shares 1,469 Est. Cost $196.57 Unrealized -19.1%
EQT EQT Corporation Com 0.0%
Value ($000) $212 Shares 5,212 Est. Cost $33.78 Unrealized +18.4%
TGTX TG Therapeutics Inc. 0.0%
Value ($000) $209 Shares 25,000 Est. Cost $6.56 Unrealized +112.6%
PVH PVH Corporation Com 0.0%
Value ($000) $208 Shares 2,715 Est. Cost $83.99 Unrealized -1.9%
TMFG Motley Fool Global Opportunities ETF 0.0%
Value ($000) $205 Shares 7,855 Est. Cost $32.08 Unrealized
IBKR Interactive Brokers Class A 0.0%
Value ($000) $204 Shares 2,360 Est. Cost $16.85 Unrealized +30.3%
DIA SPDR Dow Jones Indl (average Et Ut Ser 1) 0.0%
Value ($000) $202 Shares 600 Est. Cost $326.64 Unrealized
AFG American Financial Group, Inc 0.0%
Value ($000) $201 Shares 1,800 Est. Cost $101.44 Unrealized -3.6%
Liberty Global Inc F Class C 0.0%
Value ($000) $201 Shares 10,820 Est. Cost $20.06 Unrealized
LQD iShares iBoxx Invt Grade Bond ETF 0.0%
Value ($000) $199 Shares 1,955 Est. Cost $119.79 Unrealized
Inspire Veterinary Partn Class A 0.0%
Value ($000) $198 Shares 146,891 Est. Cost $1.35 Unrealized
ESLT Elbit Systems LTD F 0.0%
Value ($000) $198 Shares 1,000 Est. Cost $182.23 Unrealized +10.2%
VIOO Vanguard S&P Small Cap 600 ETF 0.0%
Value ($000) $197 Shares 2,259 Est. Cost $135.40 Unrealized
Iteris Inc New Com 0.0%
Value ($000) $195 Shares 47,166 Est. Cost $4.01 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $194 Shares 937 Est. Cost $160.09 Unrealized +31.3%
IYE iShares US Energy ETF 0.0%
Value ($000) $194 Shares 4,055 Est. Cost $41.13 Unrealized
OHI Omega Hlthcare Invts REIT 0.0%
Value ($000) $192 Shares 5,800 Est. Cost $37.36 Unrealized
NTR Nutrien LTD F 0.0%
Value ($000) $190 Shares 3,051 Est. Cost $65.82 Unrealized -11.4%
FBIN Fortune Brands HM&S 0.0%
Value ($000) $190 Shares 3,050 Est. Cost $53.05 Unrealized +24.2%
SCHP Schwab US TIPS ETF 0.0%
Value ($000) $189 Shares 3,744 Est. Cost $53.65 Unrealized
STAG Stag Industrial Inc REIT 0.0%
Value ($000) $186 Shares 5,375 Est. Cost $36.00 Unrealized
HR Healthcare Realty Trust Class A 0.0%
Value ($000) $185 Shares 12,122 Est. Cost $18.86 Unrealized
CBRE Cbre Group Inc Class A 0.0%
Value ($000) $181 Shares 2,451 Est. Cost $49.75 Unrealized +66.7%
MTCH Match Group Inc New 0.0%
Value ($000) $181 Shares 4,615 Est. Cost $35.72 Unrealized +21.3%
URI United Rentals Inc 0.0%
Value ($000) $180 Shares 405 Est. Cost $361.03 Unrealized +24.0%
CHD Church & Dwight Co 0.0%
Value ($000) $180 Shares 1,962 Est. Cost $93.48 Unrealized -0.4%
EXR Extra Space Storage Inc 0.0%
Value ($000) $179 Shares 1,476 Est. Cost $121.22 Unrealized 0.0%
The Allstate Cor 5.1PFD Due 01/15/53 0.0%
Value ($000) $177 Shares 6,855 Est. Cost $26.37 Unrealized
TCPC BlackRock TCP 0.0%
Value ($000) $176 Shares 15,000 Est. Cost $10.49 Unrealized +14.6%
SCHR Schwab Intermediate Term US TRS ETF 0.0%
Value ($000) $173 Shares 3,614 Est. Cost $50.18 Unrealized
GEHC GE Healthcare Technologies 0.0%
Value ($000) $171 Shares 2,520 Est. Cost $72.82 Unrealized -0.5%
ISCB iShares Morningstar Small Cap ETF 0.0%
Value ($000) $170 Shares 3,600 Est. Cost $81.85 Unrealized
ILMN Illumina Inc 0.0%
Value ($000) $168 Shares 1,225 Est. Cost $202.41 Unrealized -18.8%
PGF Invesco Financial Preferred ETF 0.0%
Value ($000) $168 Shares 11,950 Est. Cost $14.35 Unrealized
TTWO Take-Two Interactive 0.0%
Value ($000) $167 Shares 1,191 Est. Cost $130.71 Unrealized +10.1%
Discover Finl S 0.0%
Value ($000) $167 Shares 1,926 Est. Cost $105.06 Unrealized
LUV Southwest Airlines 0.0%
Value ($000) $166 Shares 6,135 Est. Cost $37.59 Unrealized -17.8%
AYI Acuity Brands Inc 0.0%
Value ($000) $166 Shares 972 Est. Cost $203.61 Unrealized -20.3%
DFAC Dimensional U S Core Equity 2 ETF 0.0%
Value ($000) $164 Shares 6,248 Est. Cost $26.98 Unrealized
TD Toronto-Dominion BK F 0.0%
Value ($000) $162 Shares 2,681 Est. Cost $69.56 Unrealized -10.4%
BATRK Atlanta Braves HLDGS Inc Com Ser C 0.0%
Value ($000) $159 Shares 4,463 Est. Cost $37.85 Unrealized 0.0%
Marathon Oil Corporation 0.0%
Value ($000) $158 Shares 5,900 Est. Cost $25.11 Unrealized
REG Regency Centers Corp 0.0%
Value ($000) $156 Shares 2,600 Est. Cost $53.31 Unrealized +7.2%
ARI Apollo Coml Real Estate Fin Inc Com 0.0%
Value ($000) $155 Shares 14,825 Est. Cost $11.69 Unrealized
CLX Clorox Co 0.0%
Value ($000) $155 Shares 1,185 Est. Cost $143.33 Unrealized -2.4%
LW Lamb Weston Holdings 0.0%
Value ($000) $154 Shares 1,668 Est. Cost $106.00 Unrealized -8.9%
WU Western Union Co 0.0%
Value ($000) $153 Shares 11,640 Est. Cost $22.92 Unrealized
OGE O G E Energy CP HLDG 0.0%
Value ($000) $152 Shares 4,553 Est. Cost $37.79 Unrealized -7.3%
EPI Wisdomtree India Earnings ETF 0.0%
Value ($000) $151 Shares 4,100 Est. Cost $36.01 Unrealized
BXP Boston Properties REIT 0.0%
Value ($000) $149 Shares 2,463 Est. Cost $85.13 Unrealized -34.4%
ETR Entergy Corp 0.0%
Value ($000) $148 Shares 1,600 Est. Cost $47.16 Unrealized -4.9%
SHY iShares 1-3 Year Treasry Bond ETF 0.0%
Value ($000) $147 Shares 1,817 Est. Cost $86.33 Unrealized
Total Se F Sponsored ADR 0.0%
Value ($000) $147 Shares 2,210 Est. Cost $52.35 Unrealized
ESGU iShares Esg Aware MSCI USA ETF 0.0%
Value ($000) $145 Shares 1,536 Est. Cost $86.24 Unrealized
PHO Invesco Water Resources ETF 0.0%
Value ($000) $144 Shares 2,700 Est. Cost $53.02 Unrealized
CHE Chemed Corp 0.0%
Value ($000) $143 Shares 275 Est. Cost $473.20 Unrealized +8.9%
EFV iShares MSCI EAFE Value ETF 0.0%
Value ($000) $141 Shares 2,872 Est. Cost $43.82 Unrealized
CHTR Charter Communicatn Class A 0.0%
Value ($000) $140 Shares 319 Est. Cost $412.49 Unrealized +0.8%
MAA Mid-America Apartment Communities Inc 0.0%
Value ($000) $140 Shares 1,085 Est. Cost $135.38 Unrealized -3.0%
Shockwave Medical Inc 0.0%
Value ($000) $139 Shares 700 Est. Cost $208.42 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $139 Shares 1,813 Est. Cost $59.91 Unrealized +17.7%
ECL Ecolab Inc 0.0%
Value ($000) $138 Shares 812 Est. Cost $141.55 Unrealized +25.3%
DRI Darden Restaurants 0.0%
Value ($000) $138 Shares 962 Est. Cost $121.42 Unrealized +21.2%
VTV Vanguard Value ETF 0.0%
Value ($000) $135 Shares 977 Est. Cost $135.09 Unrealized
OUNZ Vaneck Merk Gold ETF 0.0%
Value ($000) $134 Shares 7,500 Est. Cost $18.83 Unrealized
ESGD iShares ESG Aware MSCI EAFE ETF 0.0%
Value ($000) $134 Shares 1,939 Est. Cost $73.70 Unrealized
XYZ Block Inc CL A 0.0%
Value ($000) $134 Shares 3,027 Est. Cost $62.48 Unrealized -0.9%
IAC IAC/Interactivecorp New Com New 0.0%
Value ($000) $134 Shares 2,655 Est. Cost $45.81 Unrealized +5.9%
FTNT Fortinet Inc 0.0%
Value ($000) $133 Shares 2,267 Est. Cost $57.76 Unrealized +14.6%
U.S. Bancorp 5.5 PFD PFD 0.0%
Value ($000) $132 Shares 6,025 Est. Cost $26.86 Unrealized
EOG Eog Resources Inc 0.0%
Value ($000) $132 Shares 1,039 Est. Cost $70.69 Unrealized +65.7%
MTUM iShares TR Edge MSCI USA Momentum Factor ETF 0.0%
Value ($000) $131 Shares 935 Est. Cost $138.20 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $128 Shares 560 Est. Cost $196.64 Unrealized +16.2%
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) $127 Shares 5,113 Est. Cost $26.78 Unrealized
Gamco Invest 5.375 PFD PFD Ser A 0.0%
Value ($000) $127 Shares 5,700 Est. Cost $25.01 Unrealized
iShares Ibonds Dec 2024 TRM ETF 0.0%
Value ($000) $127 Shares 5,125 Est. Cost $24.64 Unrealized
Neuberger Berman Municip 0.0%
Value ($000) $126 Shares 13,583 Est. Cost $15.04 Unrealized
AL Air Lease Corp Class A 0.0%
Value ($000) $124 Shares 3,135 Est. Cost $35.98 Unrealized +9.5%
RGLD Royal Gold Inc 0.0%
Value ($000) $122 Shares 1,150 Est. Cost $128.67 Unrealized -11.7%
SRCE First Source Corp 0.0%
Value ($000) $120 Shares 2,850 Est. Cost $46.25 Unrealized
VLO Valero Energy Corp 0.0%
Value ($000) $117 Shares 825 Est. Cost $80.62 Unrealized +51.5%
DLN Wisdomtree US Largecap Dividend ETF 0.0%
Value ($000) $117 Shares 1,899 Est. Cost $65.72 Unrealized
TDS Telephone & Data SYS 0.0%
Value ($000) $116 Shares 6,354 Est. Cost $19.34 Unrealized -25.4%
DLR Digital Realty Trust REIT 0.0%
Value ($000) $115 Shares 952 Est. Cost $115.95 Unrealized -2.0%
BHP BHP Group LTD F Sponsored ADR 0.0%
Value ($000) $114 Shares 2,000 Est. Cost $60.90 Unrealized
ES Eversource Energy 0.0%
Value ($000) $114 Shares 1,953 Est. Cost $72.86 Unrealized -18.4%
BlackRock Core Bond CF 0.0%
Value ($000) $114 Shares 11,424 Est. Cost $13.13 Unrealized
BMO Bank Montreal Que F 0.0%
Value ($000) $112 Shares 1,330 Est. Cost $98.30 Unrealized -19.1%
iShares Ibonds Dec 2023 Term ETF 0.0%
Value ($000) $112 Shares 4,400 Est. Cost $25.29 Unrealized
ROST Ross Stores Inc 0.0%
Value ($000) $111 Shares 983 Est. Cost $93.35 Unrealized +19.8%
BIV Vanguard Intermediate Term Bond ETF 0.0%
Value ($000) $110 Shares 1,525 Est. Cost $77.53 Unrealized
HUN Huntsman Corp 0.0%
Value ($000) $110 Shares 4,500 Est. Cost $25.97 Unrealized +4.4%
MDU M D U Resources GRP 0.0%
Value ($000) $108 Shares 5,500 Est. Cost $9.45 Unrealized +14.1%
CADE Cadence Bank 0.0%
Value ($000) $107 Shares 5,000 Est. Cost $22.42 Unrealized -7.3%
LULU Lululemon Athletica 0.0%
Value ($000) $106 Shares 276 Est. Cost $333.37 Unrealized +14.6%
TPR Tapestry Inc 0.0%
Value ($000) $106 Shares 3,685 Est. Cost $38.66 Unrealized -11.2%
RIVN Rivian Automotive Inc Class A 0.0%
Value ($000) $103 Shares 4,250 Est. Cost $20.42 Unrealized +14.4%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $103 Shares 440 Est. Cost $112.78 Unrealized +4.9%
Liberty Media Corp 0.0%
Value ($000) $103 Shares 3,222 Est. Cost $31.92 Unrealized
MUNI PIMCO Intrmediate Muni Bond Actv ETF 0.0%
Value ($000) $103 Shares 2,050 Est. Cost $51.84 Unrealized
BOND PIMCO Active Bond ETF 0.0%
Value ($000) $102 Shares 1,162 Est. Cost $104.50 Unrealized
NUDM Nuveen Esg Inter DVLP MKT Eqy ETF 0.0%
Value ($000) $102 Shares 3,735 Est. Cost $25.80 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $102 Shares 270 Est. Cost $32.15 Unrealized +31.9%
IP International Paper 0.0%
Value ($000) $102 Shares 2,867 Est. Cost $37.65 Unrealized -18.5%
LFUS Littelfuse Inc 0.0%
Value ($000) $101 Shares 410 Est. Cost $265.35 Unrealized +2.0%
BR Broadridge Financial Solutions 0.0%
Value ($000) $101 Shares 559 Est. Cost $141.74 Unrealized +20.1%
SMH Vaneck Vectors Semiconductor ETF 0.0%
Value ($000) $99 Shares 686 Est. Cost $211.02 Unrealized
CTRA Coterra Energy Inc. 0.0%
Value ($000) $98 Shares 3,620 Est. Cost $20.11 Unrealized +25.3%
MDYV SPDR S&P 400 Mid Cap Value ETF 0.0%
Value ($000) $97 Shares 1,498 Est. Cost $64.24 Unrealized
Gabelli Equity T 5 PFD PFD Ser H 0.0%
Value ($000) $97 Shares 4,500 Est. Cost $24.97 Unrealized
SCHC Schwab Internatnal Small Cap Eqy ETF 0.0%
Value ($000) $97 Shares 3,004 Est. Cost $37.26 Unrealized
PAGP Plains GP HLDGS L P LTD Partner Int CL A New Int 0.0%
Value ($000) $97 Shares 6,000 Est. Cost $14.83 Unrealized
J Jacobs Solutions Inc 0.0%
Value ($000) $96 Shares 700 Est. Cost $100.68 Unrealized +4.9%
BP BP PLC F Sponsored ADR 0.0%
Value ($000) $95 Shares 2,464 Est. Cost $31.05 Unrealized
WAFD Washington Federal 0.0%
Value ($000) $95 Shares 3,718 Est. Cost $29.01 Unrealized -12.1%
AGCO A G C O Corp 0.0%
Value ($000) $95 Shares 800 Est. Cost $109.55 Unrealized +10.2%
ADUS Addus Homecare Corp 0.0%
Value ($000) $94 Shares 1,100 Est. Cost $80.41 Unrealized +10.8%
VOT Vanguard Mid Cap Growth ETF 0.0%
Value ($000) $94 Shares 481 Est. Cost $221.01 Unrealized
PWR Quanta Services Inc 0.0%
Value ($000) $94 Shares 500 Est. Cost $110.40 Unrealized +81.0%
AMX America Movil Sab F Sponsored ADR 0.0%
Value ($000) $94 Shares 5,400 Est. Cost $21.05 Unrealized
SU Suncor Energy Inc F 0.0%
Value ($000) $93 Shares 2,700 Est. Cost $27.14 Unrealized +8.6%
AEE Ameren Corp 0.0%
Value ($000) $92 Shares 1,229 Est. Cost $77.82 Unrealized -3.0%
Hess Corporation Com 0.0%
Value ($000) $92 Shares 600 Est. Cost $135.95 Unrealized
INFY Infosys LTD F Sponsored ADR 0.0%
Value ($000) $90 Shares 5,280 Est. Cost $24.89 Unrealized
WING Wingstop Inc 0.0%
Value ($000) $90 Shares 500 Est. Cost $141.78 Unrealized +21.9%
GPN Global Payments Inc 0.0%
Value ($000) $88 Shares 764 Est. Cost $131.18 Unrealized -11.5%
NOC Northrop Grumman Co 0.0%
Value ($000) $88 Shares 200 Est. Cost $391.17 Unrealized +7.8%
Bank Of Amer 5.375 PFD PFD Ser KK 0.0%
Value ($000) $88 Shares 4,113 Est. Cost $21.12 Unrealized
IDXX Idexx Labs Inc 0.0%
Value ($000) $87 Shares 200 Est. Cost $512.42 Unrealized -2.7%
FFBC First Finl Bancorp 0.0%
Value ($000) $87 Shares 4,446 Est. Cost $21.28 Unrealized -8.6%
ESGE iShares Esg Aware MSCI Em ETF 0.0%
Value ($000) $87 Shares 2,875 Est. Cost $35.13 Unrealized
WTRG Essential Utils Inc 0.0%
Value ($000) $87 Shares 2,531 Est. Cost $48.23 Unrealized -19.7%
DFAS Dimensional U S Small Cap ETF 0.0%
Value ($000) $86 Shares 1,645 Est. Cost $56.06 Unrealized
FMX Fomento Economico Mexi F Sponsored ADR 0.0%
Value ($000) $86 Shares 785 Est. Cost $82.85 Unrealized
Vanguard S&P 500 ETF SHS 0.0%
Value ($000) $84 Shares 214 Est. Cost $351.53 Unrealized
O Realty Incm Corp REIT 0.0%
Value ($000) $83 Shares 1,652 Est. Cost $55.16 Unrealized -9.1%
CNS Cohen & Steers Inc 0.0%
Value ($000) $83 Shares 1,319 Est. Cost $72.83 Unrealized -19.5%
SHOP Shopify Inc F Class A 0.0%
Value ($000) $82 Shares 1,500 Est. Cost $53.41 Unrealized +13.4%
STE Steris PLC F 0.0%
Value ($000) $81 Shares 367 Est. Cost $217.27 Unrealized +1.9%
BKR Baker Hughes Co. Class A 0.0%
Value ($000) $79 Shares 2,231 Est. Cost $27.68 Unrealized +21.1%
HCA HCA Healthcare Inc 0.0%
Value ($000) $79 Shares 320 Est. Cost $268.37 Unrealized 0.0%
KNTK Kinetik Holdings Inc Class A 0.0%
Value ($000) $78 Shares 2,325 Est. Cost $35.18 Unrealized 0.0%
HYG iShares iBoxx High Yield Bond ETF 0.0%
Value ($000) $78 Shares 1,058 Est. Cost $76.93 Unrealized
IT Gartner Inc 0.0%
Value ($000) $77 Shares 223 Est. Cost $285.72 Unrealized +22.1%
JPMorgan Chase & 6 PFD PFD Ser Ee 0.0%
Value ($000) $76 Shares 3,070 Est. Cost $24.74 Unrealized
KCLI Kansas City Life Ins 0.0%
Value ($000) $76 Shares 3,000 Est. Cost $38.75 Unrealized -39.1%
GM General Motors Co 0.0%
Value ($000) $76 Shares 2,295 Est. Cost $50.79 Unrealized -31.8%
RXL ProShares Ultra Health Care ETF 0.0%
Value ($000) $75 Shares 912 Est. Cost $102.35 Unrealized
PAYX Paychex Inc 0.0%
Value ($000) $74 Shares 645 Est. Cost $108.44 Unrealized +3.5%
DFIV Dimensional International Val ETF 0.0%
Value ($000) $73 Shares 2,248 Est. Cost $33.48 Unrealized
SPDW SPDR Portfolio DVLPD WRLD Ex-US ETF 0.0%
Value ($000) $73 Shares 2,351 Est. Cost $30.46 Unrealized
Linde PLC F 0.0%
Value ($000) $73 Shares 195 Est. Cost $172.97 Unrealized
XEL Xcel Energy Inc Minn 0.0%
Value ($000) $72 Shares 1,241 Est. Cost $60.44 Unrealized -8.7%
SNPS Synopsys Inc 0.0%
Value ($000) $71 Shares 155 Est. Cost $311.80 Unrealized +43.5%
JKHY Jack Henry & Assoc 0.0%
Value ($000) $71 Shares 470 Est. Cost $150.31 Unrealized +4.0%
PGX Invesco Preferred ETF 0.0%
Value ($000) $71 Shares 6,456 Est. Cost $11.87 Unrealized
CHKP Check PT Software F 0.0%
Value ($000) $71 Shares 530 Est. Cost $130.56 Unrealized +0.6%
MPT Medical Properties REIT 0.0%
Value ($000) $71 Shares 12,600 Est. Cost $11.53 Unrealized
LKNCY Luckin Coffee Inc F Unsponsored ADR 0.0%
Value ($000) $70 Shares 2,000 Est. Cost $9.16 Unrealized
NLY Annaly Capital Management Inc 0.0%
Value ($000) $70 Shares 3,580 Est. Cost $20.15 Unrealized
TFI SPDR Nuveen Bloomberg Barclays Municipal Bond 0.0%
Value ($000) $70 Shares 1,592 Est. Cost $47.83 Unrealized
VRTX Vertex Pharmaceutica 0.0%
Value ($000) $70 Shares 200 Est. Cost $237.33 Unrealized +47.4%
KTB Kontoor Brands Inc 0.0%
Value ($000) $69 Shares 1,575 Est. Cost $43.03 Unrealized +1.7%
SNA Snap On Inc 0.0%
Value ($000) $69 Shares 271 Est. Cost $193.02 Unrealized +31.4%
TMRAY Tomra Systems Asa Spon A D R 0.0%
Value ($000) $69 Shares 6,000 Est. Cost $19.67 Unrealized
F Ford Motor Co 0.0%
Value ($000) $69 Shares 5,532 Est. Cost $13.01 Unrealized -14.7%
PPL PPL Corp 0.0%
Value ($000) $68 Shares 2,854 Est. Cost $25.07 Unrealized -5.1%
Westrock Co 0.0%
Value ($000) $68 Shares 1,890 Est. Cost $47.03 Unrealized
DHI D R Horton Co 0.0%
Value ($000) $67 Shares 626 Est. Cost $116.99 Unrealized 0.0%
KNF Knife River HLDG Co 0.0%
Value ($000) $67 Shares 1,375 Est. Cost $44.43 Unrealized +6.8%
ZBRA Zebra Technologies Class A 0.0%
Value ($000) $66 Shares 281 Est. Cost $459.42 Unrealized -40.9%
XLI Select Sector Industrial SPDR ETF 0.0%
Value ($000) $66 Shares 655 Est. Cost $102.98 Unrealized
BLMN Bloomin' Brands Inc 0.0%
Value ($000) $66 Shares 2,700 Est. Cost $22.00 Unrealized +7.1%
CEG Constellation Energy Corp Com 0.0%
Value ($000) $66 Shares 607 Est. Cost $47.62 Unrealized +113.0%
CRBN iShares TR MSCI Acwi Low Carbon Target ETF 0.0%
Value ($000) $66 Shares 440 Est. Cost $159.67 Unrealized
ICF iShares Cohen And Steers REIT ETF 0.0%
Value ($000) $66 Shares 1,300 Est. Cost $71.01 Unrealized
BSX Boston Scientific Co 0.0%
Value ($000) $66 Shares 1,248 Est. Cost $48.45 Unrealized +8.2%
Equitrans Midstream 0.0%
Value ($000) $66 Shares 7,000 Est. Cost $9.56 Unrealized
TXRH Texas Roadhouse Class A 0.0%
Value ($000) $65 Shares 680 Est. Cost $86.51 Unrealized +18.4%
MGK Vanguard Mega Cap Growth ETF 0.0%
Value ($000) $65 Shares 288 Est. Cost $179.72 Unrealized
NOW Servicenow Inc Com 0.0%
Value ($000) $65 Shares 116 Est. Cost $114.08 Unrealized 0.0%
ADM Archer Daniels Midland C 0.0%
Value ($000) $65 Shares 856 Est. Cost $70.02 Unrealized +6.5%
PRF Invesco Exchange (traded FD TR FTSE Rafi 1000) 0.0%
Value ($000) $64 Shares 2,010 Est. Cost $57.51 Unrealized
ROP Roper Technologies 0.0%
Value ($000) $63 Shares 130 Est. Cost $434.78 Unrealized +11.0%
XRAY Dentsply Sirona Inc 0.0%
Value ($000) $63 Shares 1,833 Est. Cost $52.87 Unrealized -28.1%
HAL Halliburton Co HLDG 0.0%
Value ($000) $63 Shares 1,550 Est. Cost $29.78 Unrealized +24.2%
Cohen Steers Total Retur 0.0%
Value ($000) $63 Shares 5,975 Est. Cost $15.47 Unrealized
ISTB iShares Core 1 5 Year Usd Bond ETF 0.0%
Value ($000) $63 Shares 1,350 Est. Cost $46.64 Unrealized
WOR Worthington Inds Inc 0.0%
Value ($000) $63 Shares 1,012 Est. Cost $34.54 Unrealized +27.2%
ERII Energy Recovery Inc 0.0%
Value ($000) $62 Shares 2,928 Est. Cost $19.47 Unrealized +37.1%
KNX Knight Swift Transportat Class A 0.0%
Value ($000) $62 Shares 1,237 Est. Cost $52.63 Unrealized +2.1%
SUB iShares Short Term NTNL Mun BND ETF 0.0%
Value ($000) $62 Shares 600 Est. Cost $104.67 Unrealized
EBF Ennis Inc 0.0%
Value ($000) $61 Shares 2,871 Est. Cost $13.81 Unrealized +21.5%
KMX Carmax Inc 0.0%
Value ($000) $60 Shares 845 Est. Cost $107.40 Unrealized -23.8%
EQR Equity Residential REIT 0.0%
Value ($000) $60 Shares 1,006 Est. Cost $75.29 Unrealized -22.4%
SAFT Safety Ins Group Inc Com 0.0%
Value ($000) $60 Shares 875 Est. Cost $85.36 Unrealized -18.5%
FRT Federal Realty Invt TR REIT 0.0%
Value ($000) $60 Shares 650 Est. Cost $91.13 Unrealized -2.8%
IDU iShares U.S. Utilities ETF 0.0%
Value ($000) $59 Shares 800 Est. Cost $83.67 Unrealized
DINO HF Sinclair Corp Com 0.0%
Value ($000) $59 Shares 1,039 Est. Cost $30.32 Unrealized +62.0%
HASI Hannon Armstrong Sustainable 0.0%
Value ($000) $59 Shares 2,787 Est. Cost $35.85 Unrealized -42.2%
NFE New Fortress Energy A Class A 0.0%
Value ($000) $59 Shares 1,800 Est. Cost $29.00 Unrealized +1.3%
CNQ Canadian Natural Res LTD 0.0%
Value ($000) $59 Shares 900 Est. Cost $22.33 Unrealized +24.8%
SXT Sensient Technologie 0.0%
Value ($000) $58 Shares 1,000 Est. Cost $84.25 Unrealized -25.2%
IBDS iShares Ibonds Dec 2027 Term Corporate ETF 0.0%
Value ($000) $58 Shares 2,500 Est. Cost $23.48 Unrealized
BTI Brit Amer Tobacco F Sponsored ADR 0.0%
Value ($000) $58 Shares 1,800 Est. Cost $33.25 Unrealized
BAM Brookfiled Asset Manag F Class A 0.0%
Value ($000) $57 Shares 1,710 Est. Cost $27.10 Unrealized +14.8%
NVT Nvent Electric PLC F 0.0%
Value ($000) $56 Shares 1,066 Est. Cost $48.66 Unrealized +7.8%
CTSH Cognizant Tech Solu Class A 0.0%
Value ($000) $56 Shares 832 Est. Cost $64.24 Unrealized +3.4%
IBDR Ishrs Ibnds Dec 2026 TRM Corp ETF 0.0%
Value ($000) $56 Shares 2,402 Est. Cost $23.47 Unrealized
NTCT Netscout Systems Inc. 0.0%
Value ($000) $56 Shares 1,996 Est. Cost $29.39 Unrealized -2.7%
LITE Lumentum Holdings Inc 0.0%
Value ($000) $56 Shares 1,235 Est. Cost $49.97 Unrealized +1.6%
TCW Strategic Income CF 0.0%
Value ($000) $56 Shares 12,000 Est. Cost $4.99 Unrealized
TFX Teleflex Incorporate 0.0%
Value ($000) $56 Shares 283 Est. Cost $257.91 Unrealized -13.8%
SM SM Energy Co 0.0%
Value ($000) $56 Shares 1,400 Est. Cost $33.28 Unrealized +7.0%
APA APA Corporation Com 0.0%
Value ($000) $55 Shares 1,350 Est. Cost $37.53 Unrealized 0.0%
VYX NCR Corp 0.0%
Value ($000) $55 Shares 2,054 Est. Cost $24.57 Unrealized -30.7%
NI Nisource Inc 00500 0.0%
Value ($000) $55 Shares 2,229 Est. Cost $25.51 Unrealized -1.8%
SUI Sun Communities REIT 0.0%
Value ($000) $55 Shares 461 Est. Cost $176.17 Unrealized
CLF Cleveland-Cliffs Inc 0.0%
Value ($000) $55 Shares 3,500 Est. Cost $15.86 Unrealized -1.6%
RVTY Perkinelmer Inc 0.0%
Value ($000) $55 Shares 493 Est. Cost $176.05 Unrealized -33.7%
AZN Astrazeneca PLC F Sponsored ADR 0.0%
Value ($000) $54 Shares 792 Est. Cost $67.46 Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $54 Shares 5,432 Est. Cost $9.62 Unrealized -3.0%
VOOG Vanguard S&P 500 Growth ETF 0.0%
Value ($000) $53 Shares 214 Est. Cost $230.01 Unrealized
MNST Monster Beverage Corpora 0.0%
Value ($000) $53 Shares 1,000 Est. Cost $46.78 Unrealized +21.5%
VMware Inc Class A 0.0%
Value ($000) $52 Shares 315 Est. Cost $113.87 Unrealized
BlackRock Credit All Inc TR IV 0.0%
Value ($000) $52 Shares 5,380 Est. Cost $10.58 Unrealized
IAU iShares Gold TR iShares New 0.0%
Value ($000) $52 Shares 1,473 Est. Cost $34.55 Unrealized
SBGSF Schneider SA Ex Spie Batig SHS 0.0%
Value ($000) $52 Shares 310 Est. Cost $169.88 Unrealized +2.2%
CACC Credit Accept Corp 0.0%
Value ($000) $51 Shares 110 Est. Cost $544.73 Unrealized -7.0%
Templeton Dragon CF 0.0%
Value ($000) $50 Shares 5,900 Est. Cost $11.64 Unrealized
Ishr Ibnd Dec 2025 TRM ETF 0.0%
Value ($000) $50 Shares 2,048 Est. Cost $24.38 Unrealized
NWL Newell Brands Inc. 0.0%
Value ($000) $50 Shares 5,500 Est. Cost $8.88 Unrealized +0.9%
GFI Gold Fields LTD ADR 0.0%
Value ($000) $49 Shares 4,550 Est. Cost $10.86 Unrealized
AVA Avista Corp 0.0%
Value ($000) $49 Shares 1,500 Est. Cost $36.52 Unrealized -13.4%
IUSB iShares Total Usd Bond Market ETF 0.0%
Value ($000) $49 Shares 1,110 Est. Cost $49.59 Unrealized
EDVMF Endeavour MNG PLC Ordf Canadian Shares 0.0%
Value ($000) $49 Shares 2,449 Est. Cost $21.05 Unrealized -4.5%
SCHH Charles Schwab US REIT ETF 0.0%
Value ($000) $48 Shares 2,731 Est. Cost $19.46 Unrealized
BOX Box Inc Class A 0.0%
Value ($000) $48 Shares 2,000 Est. Cost $26.31 Unrealized +8.6%
GSK Glaxo Wellcome PLC Spon ADR 0.0%
Value ($000) $48 Shares 1,319 Est. Cost $29.80 Unrealized
MGV Vanguard Mega Cap Value 0.0%
Value ($000) $48 Shares 476 Est. Cost $97.64 Unrealized
ING ING Groep ADR Rep 1 Or F Sponsored ADR 0.0%
Value ($000) $48 Shares 3,656 Est. Cost $10.43 Unrealized
BATRA Atlanta Braves Holdings 0.0%
Value ($000) $48 Shares 1,225 Est. Cost $42.37 Unrealized 0.0%
VNT Vontier Corp 0.0%
Value ($000) $48 Shares 1,542 Est. Cost $28.63 Unrealized +7.6%
CHDN Churchill Downs Inc 0.0%
Value ($000) $46 Shares 400 Est. Cost $135.47 Unrealized -9.6%
FXO First Trust Financials Alphadex ETF 0.0%
Value ($000) $46 Shares 1,210 Est. Cost $45.91 Unrealized
EMC Global X Emerging MKT GRT CNSMR ETF 0.0%
Value ($000) $45 Shares 1,903 Est. Cost $23.74 Unrealized
GDXJ Vaneck Junior Gold Miners ETF 0.0%
Value ($000) $45 Shares 1,400 Est. Cost $32.23 Unrealized
WSM Williams Sonoma 0.0%
Value ($000) $45 Shares 289 Est. Cost $69.40 Unrealized -4.5%
UBSI United Bankshrs Inc 0.0%
Value ($000) $45 Shares 1,600 Est. Cost $36.23 Unrealized -16.9%
MR Cooper Group Inc 0.0%
Value ($000) $44 Shares 825 Est. Cost $50.64 Unrealized
GNTX Gentex Corp 0.0%
Value ($000) $44 Shares 1,350 Est. Cost $31.10 Unrealized +3.1%
RPM RPM Intl Inc 0.0%
Value ($000) $44 Shares 459 Est. Cost $85.82 Unrealized +13.6%
WEN Wendy's Company 0.0%
Value ($000) $43 Shares 2,122 Est. Cost $22.21 Unrealized -6.0%
Eaton Vance Tax Man GL D 0.0%
Value ($000) $42 Shares 5,750 Est. Cost $8.15 Unrealized
ORLY O Reilly Automotive 0.0%
Value ($000) $42 Shares 46 Est. Cost $44.32 Unrealized +41.5%
FE Firstenergy Corp 0.0%
Value ($000) $42 Shares 1,221 Est. Cost $36.12 Unrealized -6.7%
CVE Cenovus Energy Inc F 0.0%
Value ($000) $42 Shares 2,000 Est. Cost $13.81 Unrealized +29.6%
PJP Invesco Dynamic Pharmaceuticals ETF 0.0%
Value ($000) $42 Shares 574 Est. Cost $79.58 Unrealized
ALC Alcon Inc F 0.0%
Value ($000) $42 Shares 539 Est. Cost $73.52 Unrealized +11.1%
FUL Fuller Co H B 0050 0.0%
Value ($000) $41 Shares 600 Est. Cost $66.88 Unrealized +2.0%
BC Brunswick Corp 0.0%
Value ($000) $41 Shares 520 Est. Cost $79.05 Unrealized -1.5%
GOVT iShares US Treasury Bond ETF 0.0%
Value ($000) $41 Shares 1,852 Est. Cost $23.36 Unrealized
IBDV iShares Ibnd Dec 2030 TRM Cop ETF IV 0.0%
Value ($000) $41 Shares 2,000 Est. Cost $21.20 Unrealized
FNDE Schwab Funda Emg MKTS Large Com ETF 0.0%
Value ($000) $41 Shares 1,545 Est. Cost $24.95 Unrealized
BKH Black Hills Corp 0.0%
Value ($000) $40 Shares 800 Est. Cost $55.83 Unrealized -9.5%
VOE Vanguard Mid Cap Value ETF 0.0%
Value ($000) $40 Shares 307 Est. Cost $118.67 Unrealized
VAC Marriott Vacations 0.0%
Value ($000) $40 Shares 394 Est. Cost $160.86 Unrealized -29.1%
QRVO Qorvo Inc 0.0%
Value ($000) $40 Shares 418 Est. Cost $95.99 Unrealized +6.4%
EQAL Invesco Russell 1000 Equal Weight ETF 0.0%
Value ($000) $40 Shares 1,000 Est. Cost $41.84 Unrealized
Lam Research Corp 0.0%
Value ($000) $40 Shares 63 Est. Cost $520.53 Unrealized
HUBS Hubspot Inc 0.0%
Value ($000) $39 Shares 80 Est. Cost $484.47 Unrealized +7.8%
PowerShares S&P 500 Equal Weight ETF 0.0%
Value ($000) $39 Shares 278 Est. Cost $134.23 Unrealized
EMB iShares JPMorgan Usd MTS Bond ETF 0.0%
Value ($000) $39 Shares 476 Est. Cost $88.93 Unrealized
MRNA Moderna Inc 0.0%
Value ($000) $39 Shares 380 Est. Cost $162.11 Unrealized -31.2%
TRP TC Energy Corp F 0.0%
Value ($000) $39 Shares 1,113 Est. Cost $35.87 Unrealized -8.8%
PKG Packaging Corp Of Am 0.0%
Value ($000) $39 Shares 250 Est. Cost $129.65 Unrealized +5.5%
OGN Organon & Co 0.0%
Value ($000) $38 Shares 2,180 Est. Cost $28.56 Unrealized -35.1%
PNW Pinnacle West Cap 0.0%
Value ($000) $38 Shares 509 Est. Cost $60.59 Unrealized +18.5%
MBC Masterbrand Inc 0.0%
Value ($000) $37 Shares 3,050 Est. Cost $8.19 Unrealized +49.7%
HOMB Home Bancshares 0.0%
Value ($000) $37 Shares 1,769 Est. Cost $23.66 Unrealized -3.8%
Anworth Mortga 6.25 PFD Conv Ser B 0.0%
Value ($000) $37 Shares 1,800 Est. Cost $23.04 Unrealized
Prudential Finl 5.95PFD Due 09/01/62 0.0%
Value ($000) $36 Shares 1,475 Est. Cost $24.73 Unrealized
TDC Teradata Corp 0.0%
Value ($000) $36 Shares 800 Est. Cost $45.85 Unrealized +6.7%
BIIB Biogen Inc 0.0%
Value ($000) $36 Shares 140 Est. Cost $217.46 Unrealized +23.0%
FNDF Schwab Fundamental Intl LG Co ETF 0.0%
Value ($000) $35 Shares 1,114 Est. Cost $29.07 Unrealized
RITM New Residential Investment Corp 0.0%
Value ($000) $35 Shares 3,690 Est. Cost $9.60 Unrealized
RSG Republic Services 0.0%
Value ($000) $35 Shares 244 Est. Cost $121.09 Unrealized +19.2%
IWC iShares Micro Cap ETF 0.0%
Value ($000) $35 Shares 345 Est. Cost $102.66 Unrealized
MDB Mongodb Inc 0.0%
Value ($000) $35 Shares 100 Est. Cost $374.33 Unrealized +1.4%
APPN Appian Corp Class A 0.0%
Value ($000) $34 Shares 750 Est. Cost $56.73 Unrealized -15.6%
SHE SPDR Ssga Gender Diversity ETF 0.0%
Value ($000) $34 Shares 400 Est. Cost $88.04 Unrealized
NUEM Nuveen Esg Emerging Markt Eqy ETF 0.0%
Value ($000) $34 Shares 1,296 Est. Cost $25.44 Unrealized
PWZ Invesco California Amt-Free Municipal Bond 0.0%
Value ($000) $34 Shares 1,430 Est. Cost $25.80 Unrealized
CG Carlyle Group Inc 0.0%
Value ($000) $33 Shares 1,101 Est. Cost $26.64 Unrealized +11.6%
LIT Global X Lithium Battery Tech ETF 0.0%
Value ($000) $33 Shares 600 Est. Cost $76.98 Unrealized
HLT Hilton Worldwide 0.0%
Value ($000) $33 Shares 217 Est. Cost $150.05 Unrealized 0.0%
Cushman Wakefield PLC SHS 0.0%
Value ($000) $33 Shares 4,270 Est. Cost $20.51 Unrealized
FDN First Trust Internet Index CF ETF 0.0%
Value ($000) $32 Shares 200 Est. Cost $187.88 Unrealized
Tekla HLTHCR Inv 0.0%
Value ($000) $31 Shares 2,024 Est. Cost $20.77 Unrealized
RF Regions Financial 0.0%
Value ($000) $31 Shares 1,795 Est. Cost $19.77 Unrealized -14.3%
CNC Centene Corp 0.0%
Value ($000) $31 Shares 452 Est. Cost $82.02 Unrealized -18.9%
Berry Global Group 0.0%
Value ($000) $31 Shares 500 Est. Cost $64.34 Unrealized
ESML iShares Esg Aware MSCI USA Small Cap ETF 0.0%
Value ($000) $31 Shares 915 Est. Cost $38.04 Unrealized
UVE Universal Insurance 0.0%
Value ($000) $31 Shares 2,200 Est. Cost $16.57 Unrealized -15.2%
PLXS Plexus Corp 0.0%
Value ($000) $31 Shares 330 Est. Cost $83.25 Unrealized +16.4%
Cohen & Steers Quality Income RLTY FD Inc Com 0.0%
Value ($000) $30 Shares 3,000 Est. Cost $16.73 Unrealized
New Relic Inc 0.0%
Value ($000) $30 Shares 348 Est. Cost $66.65 Unrealized
MLKN Miller Herman Inc 0.0%
Value ($000) $30 Shares 1,200 Est. Cost $32.30 Unrealized -46.6%
XLU Select Sector Uti Select SPDR ETF 0.0%
Value ($000) $29 Shares 500 Est. Cost $74.46 Unrealized
FXH First Trust Health Care Alphadex ETF 0.0%
Value ($000) $29 Shares 300 Est. Cost $114.66 Unrealized
SNY Sanofi S A F Sponsored ADR 0.0%
Value ($000) $29 Shares 540 Est. Cost $50.94 Unrealized
XJH Ishs Esg Screen S And P Mid Cap ETF 0.0%
Value ($000) $29 Shares 850 Est. Cost $34.48 Unrealized
IGM iShares Expanded Tech Sector ETF 0.0%
Value ($000) $29 Shares 75 Est. Cost $388.63 Unrealized
ACA Arcosa Inc 0.0%
Value ($000) $29 Shares 399 Est. Cost $66.81 Unrealized +12.9%
EXC Exelon Corp 0.0%
Value ($000) $29 Shares 758 Est. Cost $36.82 Unrealized +1.1%
TT Trane Technologies PLC F 0.0%
Value ($000) $29 Shares 141 Est. Cost $148.74 Unrealized +31.6%
KD Kyndryl Holdings Inc 0.0%
Value ($000) $28 Shares 1,873 Est. Cost $14.92 Unrealized -0.6%
EMN Eastman Chemical Co 0.0%
Value ($000) $28 Shares 360 Est. Cost $100.97 Unrealized -25.3%
RMBS Rambus Inc Del Com 0.0%
Value ($000) $28 Shares 500 Est. Cost $27.68 Unrealized +105.0%
NEM Newmont Corp 0.0%
Value ($000) $28 Shares 750 Est. Cost $38.34 Unrealized 0.0%
IUSV iShares Core (S&P US Value Etf) 0.0%
Value ($000) $27 Shares 365 Est. Cost $75.87 Unrealized
PCTY Paylocity HLDG Corp 0.0%
Value ($000) $27 Shares 150 Est. Cost $200.81 Unrealized +0.0%
HYS PIMCO 0-5 Year High YLD BND Idx ETF 0.0%
Value ($000) $27 Shares 300 Est. Cost $95.46 Unrealized
PIPR Piper Sandler Companies 0.0%
Value ($000) $27 Shares 186 Est. Cost $145.50 Unrealized -0.7%
BIDU Baidu Com Inc F Sponsored ADR 0.0%
Value ($000) $27 Shares 200 Est. Cost $132.30 Unrealized
MGA Magna Intl Inc F 0.0%
Value ($000) $27 Shares 500 Est. Cost $47.99 Unrealized +10.8%
HAS Hasbro Inc 0.0%
Value ($000) $26 Shares 400 Est. Cost $52.00 Unrealized +14.6%
PIMCO Corporate Income Opp Fund 0.0%
Value ($000) $26 Shares 2,000 Est. Cost $15.47 Unrealized
RY Royal Bank Of Canada F 0.0%
Value ($000) $26 Shares 300 Est. Cost $112.12 Unrealized -17.0%
XMVFX BlackRock Munivest CF 0.0%
Value ($000) $26 Shares 4,303 Est. Cost $8.19 Unrealized
GNRC Generac Holdings Inc 0.0%
Value ($000) $26 Shares 240 Est. Cost $123.69 Unrealized 0.0%
India Fund Inc 0.0%
Value ($000) $26 Shares 1,500 Est. Cost $16.60 Unrealized
IJT iShares S&P Small-Cap 600 Growth ETF 0.0%
Value ($000) $26 Shares 237 Est. Cost $125.10 Unrealized
FNDC Schwab Fundamental Intl SM Co ETF 0.0%
Value ($000) $26 Shares 811 Est. Cost $30.43 Unrealized
IR Ingersoll Rand Inc 0.0%
Value ($000) $25 Shares 400 Est. Cost $53.70 Unrealized +23.6%
UAL United Airls HLDGS 0.0%
Value ($000) $25 Shares 600 Est. Cost $48.46 Unrealized +4.3%
EA Electronic Arts Inc 0.0%
Value ($000) $25 Shares 210 Est. Cost $127.37 Unrealized -2.4%
WTKWY Wolters Kluwers Spon 0.0%
Value ($000) $25 Shares 207 Est. Cost $96.77 Unrealized
FTSL First Trust Senior Loan ETF 0.0%
Value ($000) $25 Shares 545 Est. Cost $44.28 Unrealized
FIW First Trust Ise Water Index ETF 0.0%
Value ($000) $25 Shares 300 Est. Cost $86.38 Unrealized
BOTZ Global X Robotics/Artificial Intelligence (botz Csus) 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $24.87 Unrealized
Western Ast Infltn Link 0.0%
Value ($000) $25 Shares 3,000 Est. Cost $12.01 Unrealized
VRSK Verisk Analytics Inc Class A 0.0%
Value ($000) $25 Shares 104 Est. Cost $189.67 Unrealized +22.4%
SIEGY Siemens A G F Sponsored ADR 0.0%
Value ($000) $25 Shares 343 Est. Cost $69.14 Unrealized
BlackRock Limited Durati 0.0%
Value ($000) $24 Shares 1,900 Est. Cost $14.34 Unrealized
LNC Lincoln National Co 0.0%
Value ($000) $24 Shares 985 Est. Cost $54.74 Unrealized -58.6%
WH Wyndham Hotels & Resorts Inc 0.0%
Value ($000) $24 Shares 347 Est. Cost $85.15 Unrealized -12.9%
VALE Vale S.A. 0.0%
Value ($000) $24 Shares 1,800 Est. Cost $13.42 Unrealized
STIP iShares 0-5 YR TIPS Bond ETF 0.0%
Value ($000) $24 Shares 248 Est. Cost $104.94 Unrealized
COTY Coty Inc Class A 0.0%
Value ($000) $24 Shares 2,190 Est. Cost $11.80 Unrealized -0.2%
UTGN U T G Inc 0.0%
Value ($000) $24 Shares 800 Est. Cost $29.06 Unrealized +10.2%
Aegon N V F Sponsored ADR 0.0%
Value ($000) $24 Shares 5,000 Est. Cost $5.29 Unrealized
BITW Bitwise 10 Crypto Index Fund 0.0%
Value ($000) $24 Shares 2,000 Est. Cost $8.85 Unrealized
FNDA Schwab Fundamental US Small Com ETF 0.0%
Value ($000) $24 Shares 486 Est. Cost $46.72 Unrealized
FCG FRST TRST Ise Rev NTRL GS Ind ETF 0.0%
Value ($000) $23 Shares 900 Est. Cost $25.99 Unrealized
HLI Houlihan Lokey Inc Class A 0.0%
Value ($000) $23 Shares 217 Est. Cost $78.20 Unrealized +27.1%
BE Bloom Energy Corp A 0.0%
Value ($000) $23 Shares 1,750 Est. Cost $19.54 Unrealized -19.8%
WAB Wabtec 0.0%
Value ($000) $23 Shares 218 Est. Cost $97.29 Unrealized +13.1%
WYNN WYNN Resorts 0.0%
Value ($000) $23 Shares 250 Est. Cost $89.68 Unrealized +9.1%
NUE Nucor Corp 0.0%
Value ($000) $23 Shares 147 Est. Cost $116.41 Unrealized +37.0%
TER Teradyne Inc 0.0%
Value ($000) $23 Shares 229 Est. Cost $102.39 Unrealized +1.9%
WDC Western Digital Corp 0.0%
Value ($000) $23 Shares 500 Est. Cost $27.71 Unrealized +13.4%
Stericycle Inc 0.0%
Value ($000) $23 Shares 510 Est. Cost $52.80 Unrealized
E. I. Du Pont 4.5 PFD PFD 0.0%
Value ($000) $23 Shares 300 Est. Cost $98.30 Unrealized
Nuveen Municipal Credit 0.0%
Value ($000) $23 Shares 2,155 Est. Cost $12.67 Unrealized
RBC RBC Bearings Inc Com 0.0%
Value ($000) $22 Shares 96 Est. Cost $177.51 Unrealized +27.8%
INDA iShares MSCI India 0.0%
Value ($000) $22 Shares 500 Est. Cost $43.70 Unrealized
LPX Louisiana Pacific Corporation 0.0%
Value ($000) $22 Shares 400 Est. Cost $61.84 Unrealized +6.2%
ASTS Ast Spacemobile Inc Class A 0.0%
Value ($000) $22 Shares 5,800 Est. Cost $5.18 Unrealized -22.2%
MTZ Mastec Inc 0.0%
Value ($000) $22 Shares 305 Est. Cost $87.37 Unrealized +14.1%
Barrick Gold Corp F 0.0%
Value ($000) $22 Shares 1,500 Est. Cost $14.55 Unrealized
CURE DRXN Daily Healthcre Bull 3X SHS ETF 0.0%
Value ($000) $22 Shares 245 Est. Cost $130.47 Unrealized
CECO Ceco Environmental 0.0%
Value ($000) $22 Shares 1,355 Est. Cost $8.02 Unrealized +70.8%
GDX Market Vectors Gold Miner ETF (GDX Etus) 0.0%
Value ($000) $22 Shares 800 Est. Cost $26.91 Unrealized
Nuveen PFD & Incm Securties FD 0.0%
Value ($000) $21 Shares 3,458 Est. Cost $8.45 Unrealized
MIDD Middleby Corp The 0.0%
Value ($000) $21 Shares 167 Est. Cost $181.61 Unrealized -21.8%
MKTX Marketaxess HLDGS Inc Com 0.0%
Value ($000) $21 Shares 100 Est. Cost $327.79 Unrealized -28.8%
DELL Dell Technologies 0.0%
Value ($000) $21 Shares 310 Est. Cost $51.17 Unrealized +11.8%
USRT iShares Core US REIT ETF 0.0%
Value ($000) $21 Shares 447 Est. Cost $51.19 Unrealized
ZIM Zim Integrated 0.0%
Value ($000) $21 Shares 2,040 Est. Cost $16.08 Unrealized -20.9%
DMRR Dayton & Mich RR Co Com 0.0%
Value ($000) $21 Shares 608 Est. Cost $26.64 Unrealized +16.3%
CCSO Carbon Collective Climate US ETF IV 0.0%
Value ($000) $21 Shares 1,153 Est. Cost $19.79 Unrealized
RTO Rentokil Initial 0.0%
Value ($000) $21 Shares 569 Est. Cost $30.81 Unrealized
HP Helmerich & Payne 0.0%
Value ($000) $21 Shares 500 Est. Cost $34.45 Unrealized +21.2%
Sila Realty Trust Inc CL Ass A 0.0%
Value ($000) $21 Shares 2,575 Est. Cost $8.20 Unrealized
HURN Huron Consulting GRP 0.0%
Value ($000) $21 Shares 200 Est. Cost $46.12 Unrealized +106.4%
DXC D X C Technology Co 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $24.90 Unrealized -7.8%
SLYV SPDR S&P 600 Small Cap Value ETF 0.0%
Value ($000) $21 Shares 286 Est. Cost $83.33 Unrealized
SBGSY Schneider Electric SA F Sponsored ADR 0.0%
Value ($000) $21 Shares 625 Est. Cost $33.78 Unrealized
WYY Widepoint Corp 0.0%
Value ($000) $20 Shares 11,825 Est. Cost $4.06 Unrealized -54.4%
NRDE Lordstown MTRS Corp 0.0%
Value ($000) $20 Shares 6,666 Est. Cost $5.24 Unrealized -34.4%
Armour Residenti 7 PFD PFD Ser C 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $20.88 Unrealized
CHWY Chewy Inc CL A 0.0%
Value ($000) $20 Shares 1,101 Est. Cost $35.91 Unrealized -20.4%
BlackRock Municipal Income 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $11.29 Unrealized
UNM Unum Group 0.0%
Value ($000) $19 Shares 392 Est. Cost $27.94 Unrealized +75.0%
ENR Energizer Holdings Inc 0.0%
Value ($000) $19 Shares 600 Est. Cost $29.53 Unrealized +3.4%
XMUIX BlackRock Municipal Income Fund Inc 0.0%
Value ($000) $19 Shares 1,877 Est. Cost $11.47 Unrealized
FWONK Liberty Media Corp 0.0%
Value ($000) $19 Shares 306 Est. Cost $62.30 Unrealized
DTEGY Deutsche Telekom AG S.A. 0.0%
Value ($000) $19 Shares 895 Est. Cost $20.58 Unrealized
SPMD SPDR Mid Cap ETF 0.0%
Value ($000) $19 Shares 424 Est. Cost $39.69 Unrealized
FBCG Fidelity Blue Chip (growth Etf) 0.0%
Value ($000) $19 Shares 640 Est. Cost $30.24 Unrealized
BlackRock Municipal Income Trust Ii 0.0%
Value ($000) $19 Shares 2,020 Est. Cost $10.44 Unrealized
Diamondrock H 8.25 PFD PFD Ser A 0.0%
Value ($000) $19 Shares 726 Est. Cost $25.52 Unrealized
PIO Invesco Global Water ETF 0.0%
Value ($000) $18 Shares 547 Est. Cost $34.98 Unrealized
RCL Royal Caribbean Group F 0.0%
Value ($000) $18 Shares 200 Est. Cost $69.26 Unrealized +42.1%
ABNB Airbnb Inc Class A 0.0%
Value ($000) $18 Shares 133 Est. Cost $136.98 Unrealized +0.8%
BBD Banco Bradesco S.A. New Spon ADR 0.0%
Value ($000) $18 Shares 6,376 Est. Cost $3.50 Unrealized
MEDP Medpace Holdings Inc 0.0%
Value ($000) $18 Shares 75 Est. Cost $164.88 Unrealized +55.1%
KTOS Kratos Def & Sec Sol 0.0%
Value ($000) $18 Shares 1,200 Est. Cost $18.25 Unrealized -18.5%
SITE Siteone Landscape Supply Inc Com 0.0%
Value ($000) $18 Shares 110 Est. Cost $134.18 Unrealized +21.7%
The Allstate C 5.1 PFD PFD Ser H 0.0%
Value ($000) $18 Shares 900 Est. Cost $25.16 Unrealized
LSTR Landstar System Inc 0.0%
Value ($000) $18 Shares 101 Est. Cost $145.42 Unrealized
TSQ Townsquare Media Inc 0.0%
Value ($000) $18 Shares 2,000 Est. Cost $12.23 Unrealized -15.2%
ICLN iShares Global Clean Energy ETF 0.0%
Value ($000) $18 Shares 1,197 Est. Cost $16.06 Unrealized
PRFZ PowerShares ETF Trust FTSE Us1500 SM (PRFZ Etus) 0.0%
Value ($000) $17 Shares 530 Est. Cost $56.66 Unrealized
NOV Nov Inc 0.0%
Value ($000) $17 Shares 834 Est. Cost $16.30 Unrealized +22.0%
DON Wisdomtree US Midcap Dividend ETF 0.0%
Value ($000) $17 Shares 425 Est. Cost $44.42 Unrealized
HDV iShares Core High Dividend ETF 0.0%
Value ($000) $17 Shares 174 Est. Cost $106.89 Unrealized
XBKNX BlackRock Investment QLT 0.0%
Value ($000) $17 Shares 1,700 Est. Cost $14.45 Unrealized
RLI Rli Corp 0.0%
Value ($000) $17 Shares 126 Est. Cost $49.13 Unrealized +25.7%
PRI Primerica, Inc. 0.0%
Value ($000) $17 Shares 88 Est. Cost $125.77 Unrealized +62.8%
TAN Invesco Solar ETF 0.0%
Value ($000) $17 Shares 325 Est. Cost $75.46 Unrealized
WDS Woodside Energy Group F Sponsored ADR 0.0%
Value ($000) $17 Shares 722 Est. Cost $23.19 Unrealized
CRWD Crowdstrike HLDGS Inc 0.0%
Value ($000) $17 Shares 100 Est. Cost $186.36 Unrealized -16.6%
Zuora Inc Class A 0.0%
Value ($000) $16 Shares 2,000 Est. Cost $14.98 Unrealized
POR Portland Generl Elec 0.0%
Value ($000) $16 Shares 400 Est. Cost $40.14 Unrealized +0.8%
SUN Sunoco LP LP 0.0%
Value ($000) $16 Shares 330 Est. Cost $43.56 Unrealized
BYLB Boyle Bancorp Inc 0.0%
Value ($000) $16 Shares 200 Est. Cost $71.30 Unrealized +1.0%
NSRGF Nestle SA Ordf 0.0%
Value ($000) $16 Shares 138 Est. Cost $114.68 Unrealized -3.0%
TXT Textron Inc 0.0%
Value ($000) $16 Shares 200 Est. Cost $71.91 Unrealized +3.4%
Nuveen California Munici 0.0%
Value ($000) $16 Shares 1,884 Est. Cost $9.18 Unrealized
Bank Of America 6.45PFD Due 12/15/66 0.0%
Value ($000) $15 Shares 613 Est. Cost $26.15 Unrealized
Healthcare Realty Trust Inc Co M Usd0.01 CL A 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $18.86 Unrealized
AZO Autozone Inc 0.0%
Value ($000) $15 Shares 6 Est. Cost $2056.62 Unrealized +22.0%
Putnam Premier Income TR 0.0%
Value ($000) $15 Shares 4,500 Est. Cost $4.02 Unrealized
Nuveen Municipal Value C 0.0%
Value ($000) $15 Shares 1,830 Est. Cost $8.29 Unrealized
LTC LTC Properties, Inc. REIT 0.0%
Value ($000) $15 Shares 470 Est. Cost $38.47 Unrealized
FIZZ Natl Beverage Corp 0.0%
Value ($000) $15 Shares 320 Est. Cost $43.53 Unrealized +8.1%
ATEN A10 Networks Inc 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $13.21 Unrealized +7.7%
MRCC Monroe Capital Corp 0.0%
Value ($000) $15 Shares 2,000 Est. Cost $6.66 Unrealized -13.9%
AZTA Brooks Automation Inc New Com 0.0%
Value ($000) $15 Shares 296 Est. Cost $74.74 Unrealized -32.8%
DAL Delta Air Lines Inc Del 0.0%
Value ($000) $15 Shares 400 Est. Cost $42.32 Unrealized 0.0%
LNT Alliant Energy Corp 0.0%
Value ($000) $14 Shares 299 Est. Cost $51.96 Unrealized -7.9%
LOB Live Oak Bancshares 0.0%
Value ($000) $14 Shares 500 Est. Cost $23.54 Unrealized +36.6%
IBDT iShares Ibonds Dec 2028 Term ETF 0.0%
Value ($000) $14 Shares 600 Est. Cost $24.50 Unrealized
KEY Keycorp Inc 0.0%
Value ($000) $14 Shares 1,333 Est. Cost $20.30 Unrealized -52.0%
Morgan Stanley 5.85 PFD PFD Ser K 0.0%
Value ($000) $14 Shares 600 Est. Cost $26.52 Unrealized
Hawaiian Holdings 0.0%
Value ($000) $14 Shares 2,200 Est. Cost $19.70 Unrealized
Market Vectors Agribusiness ETF 0.0%
Value ($000) $14 Shares 176 Est. Cost $86.48 Unrealized
BlackRock Muniyield Qual 0.0%
Value ($000) $14 Shares 1,444 Est. Cost $12.60 Unrealized
HLN Haleon PLC F Sponsored ADR 0.0%
Value ($000) $14 Shares 1,649 Est. Cost $6.09 Unrealized
BlackRock Corporate High 0.0%
Value ($000) $14 Shares 1,600 Est. Cost $10.77 Unrealized
LVS Las Vegas Sands Corp. 0.0%
Value ($000) $14 Shares 300 Est. Cost $56.48 Unrealized -8.4%
SPTM SPDR Portfolio Total Stock Market ETF 0.0%
Value ($000) $14 Shares 262 Est. Cost $55.58 Unrealized
EHC Encompass Health Corp 0.0%
Value ($000) $14 Shares 204 Est. Cost $50.23 Unrealized +34.5%
Advent Convertible & Income FD 0.0%
Value ($000) $14 Shares 1,300 Est. Cost $13.67 Unrealized
CURLF Curaleaf Holdings Inc 0.0%
Value ($000) $14 Shares 3,000 Est. Cost $5.53 Unrealized -33.0%
DGX Quest Diagnostic Inc 0.0%
Value ($000) $13 Shares 109 Est. Cost $129.07 Unrealized -1.4%
AOS Smith A O 0.0%
Value ($000) $13 Shares 200 Est. Cost $68.04 Unrealized 0.0%
AM Antero Midstream Corp 0.0%
Value ($000) $13 Shares 1,100 Est. Cost $10.17 Unrealized 0.0%
Anteris Technologi Ordf 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $14.25 Unrealized
IBDU iShares Ibonds Dec 2029 Term ETF 0.0%
Value ($000) $13 Shares 600 Est. Cost $22.45 Unrealized
CEW Wisdomtree Emerging Cuncy STR ETF 0.0%
Value ($000) $13 Shares 750 Est. Cost $17.40 Unrealized
MFS Charter Income CF 0.0%
Value ($000) $13 Shares 2,225 Est. Cost $7.34 Unrealized
SAR Saratoga Investment Corp 0.0%
Value ($000) $13 Shares 500 Est. Cost $25.65 Unrealized +2.4%
TNL Travel Plus Leisure Co 0.0%
Value ($000) $13 Shares 347 Est. Cost $46.92 Unrealized -23.3%
CCI Crown Castle Intl Co REIT 0.0%
Value ($000) $12 Shares 135 Est. Cost $146.66 Unrealized -38.4%
DGRW Wisdomtree US Quality Dividend Growth ETF 0.0%
Value ($000) $12 Shares 194 Est. Cost $63.67 Unrealized
Beyond Air Inc 0.0%
Value ($000) $12 Shares 5,218 Est. Cost $6.68 Unrealized
PBA Pembina Pipeline Corp Com 0.0%
Value ($000) $12 Shares 400 Est. Cost $27.96 Unrealized -0.9%
SLVP iShares Msi GLBL Silr Metl Minr ETF 0.0%
Value ($000) $12 Shares 1,400 Est. Cost $8.57 Unrealized
WTM White Mountains Ins F 0.0%
Value ($000) $12 Shares 8 Est. Cost $1355.05 Unrealized +13.3%
STLA Stellantis N V F 0.0%
Value ($000) $12 Shares 625 Est. Cost $11.84 Unrealized
Western Asset Municipal Parnters FD Inc 0.0%
Value ($000) $12 Shares 1,120 Est. Cost $13.52 Unrealized
QSR Restaurant Brands International Inc 0.0%
Value ($000) $12 Shares 177 Est. Cost $66.50 Unrealized +8.0%
CC Chemours Co 0.0%
Value ($000) $12 Shares 421 Est. Cost $27.54 Unrealized +13.3%
PUBGY Publicis S A New F Sponsored ADR 0.0%
Value ($000) $12 Shares 619 Est. Cost $15.25 Unrealized
WDFC WD 40 Co Com 0.0%
Value ($000) $12 Shares 57 Est. Cost $175.17 Unrealized +17.2%
SPG Simon PPTY Group REIT 0.0%
Value ($000) $12 Shares 107 Est. Cost $110.95 Unrealized -7.0%
SPT Sprout Social Inc Class A 0.0%
Value ($000) $12 Shares 231 Est. Cost $66.71 Unrealized -24.8%
OXY Occidental Petrol Co 0.0%
Value ($000) $11 Shares 173 Est. Cost $54.00 Unrealized +11.6%
PLTR Palantir Technologies In Class A 0.0%
Value ($000) $11 Shares 700 Est. Cost $15.93 Unrealized 0.0%
XMVTX BlackRock Munivest II CF 0.0%
Value ($000) $11 Shares 1,167 Est. Cost $12.97 Unrealized
PAAS Pan Amern Silver Corp F 0.0%
Value ($000) $11 Shares 750 Est. Cost $15.65 Unrealized 0.0%
ILCB iShares Morningstar Large Cap ETF 0.0%
Value ($000) $11 Shares 180 Est. Cost $62.85 Unrealized
CGNX Cognex Corp 0.0%
Value ($000) $11 Shares 250 Est. Cost $66.61 Unrealized -27.6%
H Hyatt Hotels Class A 0.0%
Value ($000) $11 Shares 100 Est. Cost $92.73 Unrealized +21.5%
Vaneck ETF Trust Vaneck Rare E Arth/Strategic 0.0%
Value ($000) $11 Shares 159 Est. Cost $86.80 Unrealized
PEG Pub SVC Enterpise GP 0.0%
Value ($000) $11 Shares 185 Est. Cost $57.29 Unrealized -1.0%
Citigroup In 7.125 PFD PFD 0.0%
Value ($000) $10 Shares 400 Est. Cost $26.37 Unrealized
Wesco Inter 10.625 PFD PFD Ser A 0.0%
Value ($000) $10 Shares 381 Est. Cost $29.43 Unrealized
MGEE Mge Energy Inc 0.0%
Value ($000) $10 Shares 150 Est. Cost $69.83 Unrealized +3.0%
DWS Municipal Income CF 0.0%
Value ($000) $10 Shares 1,307 Est. Cost $7.70 Unrealized
Nuveen Amt Free Municipal Credit Income Fund 0.0%
Value ($000) $10 Shares 969 Est. Cost $12.31 Unrealized
HSBC HSBC HLDGS PLC F Sponsored ADR 0.0%
Value ($000) $10 Shares 254 Est. Cost $35.12 Unrealized
Public Storage PFD SHS Ser Q 0.0%
Value ($000) $10 Shares 600 Est. Cost $16.69 Unrealized
UBER Uber Technologies Inc 0.0%
Value ($000) $10 Shares 217 Est. Cost $33.04 Unrealized +38.3%
Streamline Health Soluti 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.60 Unrealized
Dayton & Mich RR Co PFD 8 0.0%
Value ($000) $10 Shares 357 Est. Cost $45.00 Unrealized
DVN Devon Energy Corp 0.0%
Value ($000) $10 Shares 201 Est. Cost $46.68 Unrealized -1.2%
LILAK Liberty Latin Amer F Class C 0.0%
Value ($000) $10 Shares 1,174 Est. Cost $7.08 Unrealized +19.8%
IQ Iqiyi Inc F Sponsored ADR 0.0%
Value ($000) $9 Shares 2,000 Est. Cost $4.54 Unrealized
SPTS SPDR Short Term Treasury ETF 0.0%
Value ($000) $9 Shares 325 Est. Cost $29.65 Unrealized
CPB Campbell Soup Co 0.0%
Value ($000) $9 Shares 225 Est. Cost $39.34 Unrealized +2.0%
Rocket Laboratory USA In 0.0%
Value ($000) $9 Shares 2,100 Est. Cost $6.00 Unrealized
KN Knowles Corp 0.0%
Value ($000) $9 Shares 600 Est. Cost $21.88 Unrealized -25.1%
WW Interntnl Inc 0.0%
Value ($000) $9 Shares 800 Est. Cost $10.23 Unrealized
HST Host Hotels & Resort 0.0%
Value ($000) $9 Shares 543 Est. Cost $14.92 Unrealized -3.0%
GlaxoSmithKline PLC F Sponsored ADR 0.0%
Value ($000) $9 Shares 240 Est. Cost $44.13 Unrealized
FWONA Liberty Media Corp 0.0%
Value ($000) $9 Shares 153 Est. Cost $56.54 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $9 Shares 126 Est. Cost $64.24 Unrealized +3.7%
DG Dollar General Corp 0.0%
Value ($000) $9 Shares 81 Est. Cost $203.95 Unrealized -30.5%
PSCT Invesco S&P Smallcap Information Technology 0.0%
Value ($000) $9 Shares 195 Est. Cost $75.64 Unrealized
QCLN First TST Nasdaq Clean Ed Id ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $64.62 Unrealized
Checkpoint Therapeutics Inc Com New 0.0%
Value ($000) $9 Shares 5,000 Est. Cost $5.11 Unrealized
JLL Jones Lang Lasalle 0.0%
Value ($000) $8 Shares 60 Est. Cost $243.69 Unrealized -33.0%
JPMB JPMorgan Usd Emrg MKT SVRN BD ETF 0.0%
Value ($000) $8 Shares 225 Est. Cost $37.25 Unrealized
CWI SPDR MSCI Acwi Ex-US ETF 0.0%
Value ($000) $8 Shares 331 Est. Cost $27.52 Unrealized
ELF Elf Beauty Inc 0.0%
Value ($000) $8 Shares 75 Est. Cost $121.46 Unrealized 0.0%
FLS Flowserve Corp. 0.0%
Value ($000) $8 Shares 200 Est. Cost $37.06 Unrealized 0.0%
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 +5.6%
ITB iShares US Home Construct ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $59.26 Unrealized
TAP Molson Coors Beverage CL Class B 0.0%
Value ($000) $8 Shares 122 Est. Cost $44.64 Unrealized +34.7%
ZM Zoom Video Communication 0.0%
Value ($000) $8 Shares 110 Est. Cost $114.00 Unrealized -39.1%
Sirius XM HLDGS Inc 0.0%
Value ($000) $8 Shares 1,692 Est. Cost $6.62 Unrealized
WSO Watsco Inc 0.0%
Value ($000) $8 Shares 20 Est. Cost $263.17 Unrealized +37.4%
MKL Markel Corporation 0.0%
Value ($000) $7 Shares 5 Est. Cost $1345.18 Unrealized +8.8%
CHTH CNL Healthcare Properties Inc 0.0%
Value ($000) $7 Shares 1,062 Est. Cost $7.37 Unrealized
Wisdomtree US Esg ETF 0.0%
Value ($000) $7 Shares 165 Est. Cost $48.28 Unrealized
EBND SPDR BBG Barclays Emerging MKTS Local BD ETF 0.0%
Value ($000) $7 Shares 366 Est. Cost $19.46 Unrealized
PXF Invesco FTSE Rafi Developed Markets 0.0%
Value ($000) $7 Shares 165 Est. Cost $35.08 Unrealized
MHGVY Mowi Asa F Sponsored ADR 0.0%
Value ($000) $7 Shares 400 Est. Cost $26.91 Unrealized
CRGO Freightos LTD F 0.0%
Value ($000) $7 Shares 3,035 Est. Cost $6.49 Unrealized -54.9%
EMBC Embecta Corp Com 0.0%
Value ($000) $7 Shares 458 Est. Cost $25.29 Unrealized -33.0%
AKR Acadia Realty TR REIT 0.0%
Value ($000) $7 Shares 468 Est. Cost $21.85 Unrealized
XPHDX Pioneer Floating Rate 0.0%
Value ($000) $7 Shares 750 Est. Cost $9.01 Unrealized
AME Ametek Inc 0.0%
Value ($000) $7 Shares 45 Est. Cost $140.44 Unrealized +9.5%
WHWK AADI Bioscience Inc 0.0%
Value ($000) $6 Shares 1,333 Est. Cost $13.14 Unrealized -55.8%
NTLA Intellia Therapeutic 0.0%
Value ($000) $6 Shares 200 Est. Cost $84.72 Unrealized -54.2%
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $6 Shares 72 Est. Cost $96.26 Unrealized
RIG Transocean LTD 0.0%
Value ($000) $6 Shares 750 Est. Cost $8.17 Unrealized 0.0%
SPIP SPDR Portfolio TIPS ETF 0.0%
Value ($000) $6 Shares 243 Est. Cost $25.37 Unrealized
Skechers U S A Inc Class A 0.0%
Value ($000) $6 Shares 121 Est. Cost $40.76 Unrealized
CLH Clean Harbors Inc 0.0%
Value ($000) $6 Shares 35 Est. Cost $130.22 Unrealized +29.5%
ORANY Orange Sponsored ADR 0.0%
Value ($000) $6 Shares 500 Est. Cost $11.49 Unrealized
UGI U G I Corp 0.0%
Value ($000) $6 Shares 242 Est. Cost $36.85 Unrealized -32.7%
CVSA Adtalem Global Education 0.0%
Value ($000) $6 Shares 132 Est. Cost $26.87 Unrealized +57.2%
BITO ProShares Bitcoin Strategy ETF 0.0%
Value ($000) $6 Shares 403 Est. Cost $23.78 Unrealized
FIVE Five Below Inc 0.0%
Value ($000) $5 Shares 34 Est. Cost $182.78 Unrealized 0.0%
FMCXF Foran MNG Corp F 0.0%
Value ($000) $5 Shares 2,000 Est. Cost $1.96 Unrealized +45.0%
IHE iShares US Pharmaceuticals ETF 0.0%
Value ($000) $5 Shares 30 Est. Cost $194.27 Unrealized
RYCEY Rolls-Royce Holdings PLC ADR 0.0%
Value ($000) $5 Shares 2,000 Est. Cost $2.64 Unrealized
VDE Vanguard Energy ETF 0.0%
Value ($000) $5 Shares 41 Est. Cost $127.61 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 +24.2%
TEVA Teva Pharmaceutical In F Sponsored ADR 0.0%
Value ($000) $5 Shares 500 Est. Cost $9.39 Unrealized
SLV iShares Silver Trust ETF IV 0.0%
Value ($000) $5 Shares 250 Est. Cost $20.34 Unrealized
POST Post HLDGS Inc Com 0.0%
Value ($000) $5 Shares 59 Est. Cost $69.97 Unrealized +24.7%
Azek Co Inc Class A 0.0%
Value ($000) $5 Shares 170 Est. Cost $16.74 Unrealized
SLVM Sylvamo Corp 0.0%
Value ($000) $5 Shares 115 Est. Cost $29.97 Unrealized +32.6%
JBTM John Bean Techs Corp 0.0%
Value ($000) $5 Shares 48 Est. Cost $108.65 Unrealized +2.1%
ROBO Robo Global Robotics And Automation Index ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $58.29 Unrealized
VMware Inc XXX Submitted For Cash 0.0%
Value ($000) $5 Shares 30 Est. Cost $166.47 Unrealized
Etfmg Alternative Harvest ETF 0.0%
Value ($000) $5 Shares 1,368 Est. Cost $8.03 Unrealized
INRE Inland Real Estate Incom E Trust Inc 0.0%
Value ($000) $5 Shares 245 Est. Cost $20.22 Unrealized
NWE Northwestern Corp 0.0%
Value ($000) $5 Shares 102 Est. Cost $48.63 Unrealized -2.7%
SDOG Alps Sector Dividend Dogs ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $55.05 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $5 Shares 44 Est. Cost $141.45 Unrealized -5.3%
PTLO Portillos Inc CL A Com 0.0%
Value ($000) $5 Shares 300 Est. Cost $26.48 Unrealized -26.2%
FFIN 1ST Finl Banksh 0.0%
Value ($000) $5 Shares 180 Est. Cost $37.79 Unrealized -27.3%
MTB M & T Bank Corp 0.0%
Value ($000) $5 Shares 36 Est. Cost $138.84 Unrealized -13.2%
EVRG Evergy Inc 0.0%
Value ($000) $5 Shares 89 Est. Cost $54.85 Unrealized -6.6%
VREX Varex Imaging Corp00500 0.0%
Value ($000) $5 Shares 240 Est. Cost $25.42 Unrealized -17.7%
CAR Avis Budget Group Inc Com 0.0%
Value ($000) $4 Shares 25 Est. Cost $191.13 Unrealized +7.7%
NBTB N B T Bancorp Inc 0.0%
Value ($000) $4 Shares 138 Est. Cost $38.86 Unrealized -11.9%
PXH Invesco FTSE Rafi Emerging Markets ETF 0.0%
Value ($000) $4 Shares 245 Est. Cost $16.31 Unrealized
AVNS Avanos Medical Inc 0.0%
Value ($000) $4 Shares 212 Est. Cost $32.21 Unrealized -29.6%
IRM Iron MTN Inc New REIT 0.0%
Value ($000) $4 Shares 70 Est. Cost $40.95 Unrealized +37.5%
QYLD Global X Nasdaq 100 Covered Call ETF 0.0%
Value ($000) $4 Shares 250 Est. Cost $20.97 Unrealized
American Software Inc CL A 0.0%
Value ($000) $4 Shares 364 Est. Cost $16.16 Unrealized
Etfmg Prime Cyber Security ETF 0.0%
Value ($000) $4 Shares 80 Est. Cost $58.73 Unrealized
RKT Rocket Companies Class A Class A 0.0%
Value ($000) $4 Shares 500 Est. Cost $9.83 Unrealized -2.6%
State Street Corp PFD 5.35 Series G 0.0%
Value ($000) $4 Shares 175 Est. Cost $26.47 Unrealized
Veritiv Corp 0.0%
Value ($000) $4 Shares 24 Est. Cost $133.58 Unrealized
John Hancock Preferred Income III 0.0%
Value ($000) $4 Shares 300 Est. Cost $14.99 Unrealized
TLT iShares 20 PLS Year Treasury BND ETF 0.0%
Value ($000) $4 Shares 45 Est. Cost $88.69 Unrealized
CFG Citizens Finl Group 0.0%
Value ($000) $4 Shares 148 Est. Cost $33.92 Unrealized -24.0%
NWBO NW Biotherapeutics 0.0%
Value ($000) $4 Shares 4,292 Est. Cost $0.82 Unrealized -26.0%
USFD US Foods HLDG Corp 0.0%
Value ($000) $4 Shares 97 Est. Cost $36.45 Unrealized +13.7%
AXAHY Axa SA Spon ADR Each 0.0%
Value ($000) $4 Shares 129 Est. Cost $29.17 Unrealized
Calamos Strategic Total Return FD Com SH Ben Int 0.0%
Value ($000) $4 Shares 270 Est. Cost $17.53 Unrealized
EWJ iShares MSCI Japan ETF 0.0%
Value ($000) $4 Shares 62 Est. Cost $60.29 Unrealized
CRUS Cirrus Logic Inc 0.0%
Value ($000) $4 Shares 50 Est. Cost $82.74 Unrealized -5.6%
FTEC Fidelity MSCI Infor Tech Indx ETF IV 0.0%
Value ($000) $4 Shares 30 Est. Cost $130.63 Unrealized
UTHR United Therapeutics Corp Del Com 0.0%
Value ($000) $4 Shares 16 Est. Cost $190.51 Unrealized +20.9%
FTS Fortis Inc F 0.0%
Value ($000) $4 Shares 94 Est. Cost $40.35 Unrealized -7.9%
NULG Nuveen ESG Large-Cap Growth ETF 0.0%
Value ($000) $4 Shares 59 Est. Cost $62.20 Unrealized
BHF Brighthouse Finl Inc0050 0.0%
Value ($000) $4 Shares 72 Est. Cost $44.10 Unrealized +12.7%
FOXA Fox Corp Class A 0.0%
Value ($000) $3 Shares 112 Est. Cost $38.56 Unrealized -17.3%
BBY Best Buy Inc 0.0%
Value ($000) $3 Shares 50 Est. Cost $68.67 Unrealized 0.0%
LII Lennox Intl Inc 0.0%
Value ($000) $3 Shares 9 Est. Cost $209.30 Unrealized +68.5%
CRLBF Cresco Labs Inc Com Sub VTG 0.0%
Value ($000) $3 Shares 1,605 Est. Cost $6.46 Unrealized -73.8%
PCG PG&E Corp Com NPV 0.0%
Value ($000) $3 Shares 200 Est. Cost $11.69 Unrealized +45.4%
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
NWSA News Corp New Class A 0.0%
Value ($000) $3 Shares 159 Est. Cost $21.35 Unrealized -6.7%
GLPI Gaming & Leisure PPTYS Inc Com 0.0%
Value ($000) $3 Shares 70 Est. Cost $46.93 Unrealized
JUST Goldman Sachs Just US LRG CP Eq ETF 0.0%
Value ($000) $3 Shares 52 Est. Cost $63.17 Unrealized
REZI Resideo Technologies Inc 0.0%
Value ($000) $3 Shares 200 Est. Cost $19.40 Unrealized -13.3%
LTRE Learning Tree Intl 0.0%
Value ($000) $3 Shares 15,340 Est. Cost $1.12 Unrealized -79.2%
JOBY Joby Aviation Inc Com 0.0%
Value ($000) $3 Shares 475 Est. Cost $7.88 Unrealized 0.0%
FVRR Fiverr Interntnl LTD F 0.0%
Value ($000) $3 Shares 125 Est. Cost $79.26 Unrealized -64.5%
BRBR Bellring Brands Inc New Com 0.0%
Value ($000) $3 Shares 74 Est. Cost $25.08 Unrealized +52.8%
COF Capital One FC 0.0%
Value ($000) $3 Shares 30 Est. Cost $103.04 Unrealized 0.0%
HYLB Xtrackers Usd High Yield Cor BND ETF 0.0%
Value ($000) $3 Shares 85 Est. Cost $37.36 Unrealized
SSP Scripps E W Co Class A 0.0%
Value ($000) $3 Shares 523 Est. Cost $15.88 Unrealized -60.6%
Lucid Group Inc 0.0%
Value ($000) $3 Shares 500 Est. Cost $17.16 Unrealized
CBL CBL & Assoc PPTYS Inc 0.0%
Value ($000) $3 Shares 133 Est. Cost $22.04 Unrealized
CPER United States Copper Index ETF 0.0%
Value ($000) $3 Shares 120 Est. Cost $28.71 Unrealized
CCL Carnival Corp F 0.0%
Value ($000) $3 Shares 200 Est. Cost $14.42 Unrealized +14.9%
BUFD First TR Exchange Traded FD VI CBOE Vest FD Of Deep Buffer 0.0%
Value ($000) $3 Shares 128 Est. Cost $21.25 Unrealized
Tilray Inc 0.0%
Value ($000) $3 Shares 1,122 Est. Cost $7.77 Unrealized
HOG Harley Davidson Inc 0.0%
Value ($000) $3 Shares 80 Est. Cost $38.57 Unrealized -9.8%
BABA Alibaba Group Holding F Sponsored ADR 0.0%
Value ($000) $3 Shares 30 Est. Cost $108.80 Unrealized
HII Huntington Ingalls 0.0%
Value ($000) $2 Shares 12 Est. Cost $184.21 Unrealized +13.6%
RHHBY Roche HLDG AG F Sponsored ADR 0.0%
Value ($000) $2 Shares 71 Est. Cost $46.78 Unrealized
BlackRock Science Techno 0.0%
Value ($000) $2 Shares 75 Est. Cost $43.27 Unrealized
CDE Coeur Mining Inc 0.0%
Value ($000) $2 Shares 1,050 Est. Cost $2.61 Unrealized 0.0%
PBW Invesco Wilderhill Clean Energy ETF 0.0%
Value ($000) $2 Shares 74 Est. Cost $40.41 Unrealized
Eaton Vance LTD Duration Income FD Com 0.0%
Value ($000) $2 Shares 255 Est. Cost $11.70 Unrealized
DHLGY Deutsche Post AG 0.0%
Value ($000) $2 Shares 56 Est. Cost $39.74 Unrealized
Bank Of America Conv PFD Series L 0.0%
Value ($000) $2 Shares 2 Est. Cost $1222.50 Unrealized
SSNC SS&C Technologs HLDG 0.0%
Value ($000) $2 Shares 43 Est. Cost $78.17 Unrealized -26.9%
IX Orix Corporation 0.0%
Value ($000) $2 Shares 23 Est. Cost $101.65 Unrealized
DOCU Docusign Inc Com 0.0%
Value ($000) $2 Shares 52 Est. Cost $52.96 Unrealized -7.4%
Bunge Limited SHS 0.0%
Value ($000) $2 Shares 20 Est. Cost $108.25 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
The Odp Corp Com 0.0%
Value ($000) $2 Shares 44 Est. Cost $45.84 Unrealized
LDOS Leidos HLDGS Inc Com 0.0%
Value ($000) $2 Shares 22 Est. Cost $91.68 Unrealized -0.1%
IWY iShares Russell Top 200 GRW ETF IV 0.0%
Value ($000) $2 Shares 13 Est. Cost $149.51 Unrealized
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
CLNE Clean Energy Fuels Corp Com 0.0%
Value ($000) $2 Shares 500 Est. Cost $6.74 Unrealized -33.9%
FDIS Fidelity MSCI Cons Discr Indx ETF 0.0%
Value ($000) $2 Shares 26 Est. Cost $73.31 Unrealized
LVMUY LVMH Moet Hennessy 0.0%
Value ($000) $2 Shares 12 Est. Cost $142.58 Unrealized
SAP SAP ADR Rep 1 Ord 0.0%
Value ($000) $2 Shares 14 Est. Cost $92.91 Unrealized
EMLC Vaneck Vectors JP Morgan Em Local Currency BD ETF 0.0%
Value ($000) $2 Shares 75 Est. Cost $25.25 Unrealized
VGLT Vanguard Long Term Government Bond 0.0%
Value ($000) $2 Shares 32 Est. Cost $63.53 Unrealized
TOELY Tokyo Electron LTD F Sponsored ADR 0.0%
Value ($000) $2 Shares 25 Est. Cost $111.39 Unrealized
Hanesbrands Inc 0.0%
Value ($000) $2 Shares 434 Est. Cost $14.89 Unrealized
HMC Honda Motor Co LTD F Sponsored ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $28.76 Unrealized
Etfmg Prime Junior Silvr MNRS ETF 0.0%
Value ($000) $2 Shares 200 Est. Cost $8.48 Unrealized
JBGS JBG Smith PPTYS Com 0.0%
Value ($000) $2 Shares 115 Est. Cost $29.22 Unrealized
NCLH Norwegian Cruise Lin F 0.0%
Value ($000) $2 Shares 100 Est. Cost $15.17 Unrealized +21.6%
IFF International Flavors & Fragrance 0.0%
Value ($000) $2 Shares 23 Est. Cost $118.86 Unrealized -42.1%
GLXYEUR Galaxy Digital HLDGS LTD Cad SHS 0.0%
Value ($000) $2 Shares 430 Est. Cost $17.06 Unrealized
SNN Smith & Nephew ADR 0.0%
Value ($000) $2 Shares 63 Est. Cost $32.37 Unrealized
COIN Coinbase Global Inc 0.0%
Value ($000) $2 Shares 20 Est. Cost $195.40 Unrealized -56.9%
Nordstrom Inc 0.0%
Value ($000) $1 Shares 100 Est. Cost $23.17 Unrealized
Viacomcbs Inc CL B 0.0%
Value ($000) $1 Shares 114 Est. Cost $38.05 Unrealized
SEE Sealed Air Corp New Com 0.0%
Value ($000) $1 Shares 45 Est. Cost $61.47 Unrealized -40.6%
GRNB Vaneck Green Bond ETF 0.0%
Value ($000) $1 Shares 65 Est. Cost $23.29 Unrealized
ASIX Advansix Inc 0.0%
Value ($000) $1 Shares 47 Est. Cost $33.85 Unrealized -3.8%
Ginkgo Bioworks HLDGS In Class A 0.0%
Value ($000) $1 Shares 800 Est. Cost $1.51 Unrealized
PJT PJT Partners Inc 0.0%
Value ($000) $1 Shares 18 Est. Cost $67.47 Unrealized +12.4%
FCOM Fidelity MSCI Comm SRV Index ETF 0.0%
Value ($000) $1 Shares 34 Est. Cost $40.26 Unrealized
WRAP Wrap Technologies Inc 0.0%
Value ($000) $1 Shares 900 Est. Cost $1.28 Unrealized +31.5%
Zivo Bioscience Inc 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $3.88 Unrealized
DES Wisdomtree Small Cap DIV Exch TR FD 0.0%
Value ($000) $1 Shares 44 Est. Cost $31.86 Unrealized
Sce Trust II 5.1 PFD PFD 0.0%
Value ($000) $1 Shares 69 Est. Cost $20.32 Unrealized
ARKK Ark Innovation ETF 0.0%
Value ($000) $1 Shares 30 Est. Cost $66.29 Unrealized
SAIC Science Applications 0.0%
Value ($000) $1 Shares 11 Est. Cost $86.25 Unrealized +33.5%
Accelerate Diagnostics Inc 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.75 Unrealized
GTBIF Green Thumb Inds Inc F 0.0%
Value ($000) $1 Shares 100 Est. Cost $18.79 Unrealized -55.4%
KIE SPDR S&P Insurance ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $40.88 Unrealized
UNFI United Natural Foods 0.0%
Value ($000) $1 Shares 77 Est. Cost $40.91 Unrealized -52.2%
ACCO Acco Brands Corp 0.0%
Value ($000) $1 Shares 188 Est. Cost $6.54 Unrealized -27.3%
PHIN Phinia Inc 0.0%
Value ($000) $1 Shares 40 Est. Cost $26.06 Unrealized 0.0%
Nuveen Amt Free Quality 0.0%
Value ($000) $1 Shares 105 Est. Cost $11.57 Unrealized
HAUZ Xtrackers Inter Real Est ETF 0.0%
Value ($000) $1 Shares 52 Est. Cost $19.46 Unrealized
GSIE Goldman Sachs Activebeta Intl Equity ETF 0.0%
Value ($000) $1 Shares 31 Est. Cost $30.03 Unrealized
PID Invsc Intl DVDND Achvrs ETF 0.0%
Value ($000) $1 Shares 55 Est. Cost $16.71 Unrealized
PTON Peloton Interactive Inc 0.0%
Value ($000) $1 Shares 180 Est. Cost $25.62 Unrealized -72.2%
Crown Electrokinetics Co 0.0%
Value ($000) $1 Shares 2,009 Est. Cost $0.44 Unrealized
SNAP Snap Inc Class A 0.0%
Value ($000) $1 Shares 100 Est. Cost $27.49 Unrealized -62.0%
VWOB Vanguard Emerging Markt Govt BND ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $62.33 Unrealized
TWLO Twilio Inc Class A 0.0%
Value ($000) $1 Shares 15 Est. Cost $151.64 Unrealized -58.9%
LYV Live Nation Entertainment Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $87.14 Unrealized 0.0%
TDY Teledyne Technologies Inc Com 0.0%
Value ($000) $1 Shares 2 Est. Cost $418.27 Unrealized -3.0%
TSN Tyson Foods Inc Class A 0.0%
Value ($000) $1 Shares 14 Est. Cost $62.99 Unrealized -22.3%
NNDM Nano Dimension LTD Sponsored ADR New 0.0%
Value ($000) $1 Shares 250 Est. Cost $3.56 Unrealized
PHM Pultegroup Inc 0.0%
Value ($000) $1 Shares 9 Est. Cost $78.26 Unrealized 0.0%
LEG Leggett & Platt Inc 0.0%
Value ($000) $1 Shares 25 Est. Cost $34.28 Unrealized -18.0%
FNMA Federal Natl MTG Assn GT 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $0.83 Unrealized -34.2%
THNPY Technip Energies NV F Unsponsored ADR 0.0%
Value ($000) $1 Shares 24 Est. Cost $23.04 Unrealized
Dish Network Corp Class A 0.0%
Value ($000) $1 Shares 101 Est. Cost $31.65 Unrealized
M Macys Inc 0.0%
Value ($000) $1 Shares 48 Est. Cost $21.16 Unrealized -33.8%
VSOLF Three Sixty Solar LTD F 0.0%
Value ($000) $1 Shares 3,200 Est. Cost $0.38 Unrealized -5.0%
KVUE Kenvue Inc Com 0.0%
Value ($000) $1 Shares 25 Est. Cost $21.04 Unrealized 0.0%
Chargepoint Holdings 0.0%
Value ($000) $0 Shares 100 Est. Cost $8.79 Unrealized
NIO N I O Inc F Sponsored ADR 0.0%
Value ($000) $0 Shares 50 Est. Cost $21.06 Unrealized
RCI Rogers Commun Inc F Class B 0.0%
Value ($000) $0 Shares 11 Est. Cost $51.69 Unrealized -18.8%
SANA Sana Biotechnology Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost $8.09 Unrealized -33.5%
UAA Under Armour Inc CL A Com 0.0%
Value ($000) $0 Shares 56 Est. Cost $17.93 Unrealized -58.0%
UA Under Armour Inc Class C 0.0%
Value ($000) $0 Shares 56 Est. Cost $15.66 Unrealized -56.0%
HHDS Highlands REIT Inc 0.0%
Value ($000) $0 Shares 1,250 Est. Cost $0.28 Unrealized
JEMA JPMorgan Activebld Emrg MRKT Eqy ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $34.50 Unrealized
RHEP Regional Health Properties 0.0%
Value ($000) $0 Shares 137 Est. Cost $3.84 Unrealized -24.8%
VGSH Vanguard Short Term Treasury ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $57.80 Unrealized
BEN Franklin Resources 0.0%
Value ($000) $0 Shares 11 Est. Cost $24.87 Unrealized -5.1%
OXY/WS Occidental Petrol 27 WTS Warrants Exp 08/03/27 0.0%
Value ($000) $0 Shares 6 Est. Cost $35.64 Unrealized
QUBT Quantum Computing Inc Com 0.0%
Value ($000) $0 Shares 225 Est. Cost $2.65 Unrealized -53.6%
JPIB JPMorgan International BOND Opport ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $45.40 Unrealized
FRME First Merchants Corp 0.0%
Value ($000) $0 Shares 8 Est. Cost $34.25 Unrealized -20.4%
RWJ Invesco S&P Smallcap 600 Rev ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $36.50 Unrealized
BETRF Betterlife Pharma Inc F 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $0.15 Unrealized -63.3%
DRD Drdgold LTD Spons ADR Repstg 10 SHS 0.0%
Value ($000) $0 Shares 24 Est. Cost $9.38 Unrealized
RFV Invsc S P Midcap 400 Pure Value ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $98.50 Unrealized
Seelos Therapeutics Inc 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.84 Unrealized
JPME JPMorgan Diversified Return US Mid Cap Equity ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $83.50 Unrealized
CALF Pacer US Small Cap Cash Cows 100 ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $41.75 Unrealized
FUBO Fubotv Inc Com 0.0%
Value ($000) $0 Shares 60 Est. Cost $9.72 Unrealized -73.5%
VXRT Vaxart Inc 0.0%
Value ($000) $0 Shares 200 Est. Cost $5.07 Unrealized -85.0%
Icecure Medical LT Ordf 0.0%
Value ($000) $0 Shares 250 Est. Cost $0.56 Unrealized
2seventy Bio Inc 0.0%
Value ($000) $0 Shares 33 Est. Cost $17.06 Unrealized
Silver Mountain Resour F 0.0%
Value ($000) $0 Shares 2,100 Est. Cost $0.27 Unrealized
Zimvie Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $22.84 Unrealized
RNUGF Reneuron Group PLC Ordf 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.08 Unrealized -0.9%
GME Gamestop Corp Class A 0.0%
Value ($000) $0 Shares 4 Est. Cost $31.87 Unrealized -37.6%
Aethlon Medical Inc 0.0%
Value ($000) $0 Shares 267 Est. Cost $1.46 Unrealized
VAL/WS Valaris LTD 28 WTF Warrants Exp 04/29/28 0.0%
Value ($000) $0 Shares 4 Est. Cost $10.50 Unrealized
Proterra Inc 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $4.64 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 +24.0%
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 -4.0%
GFASY Gafisa S A F Unsponsored ADR 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
SVB Finl Group 0.0%
Value ($000) $0 Shares 185 Est. Cost $240.01 Unrealized
FRCB First Republic Bank 0.0%
Value ($000) $0 Shares 91 Est. Cost $169.57 Unrealized -99.8%
RGIN Regenicin Inc Com 0.0%
Value ($000) $0 Shares 7,600 Est. Cost $0.01 Unrealized -85.2%
Unrivaled Brands Inc 0.0%
Value ($000) $0 Shares 134 Est. Cost $0.18 Unrealized
Titan Medical Inc F 0.0%
Value ($000) $0 Shares 33 Est. Cost $0.52 Unrealized
RINO Rino Interntnl 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.05 Unrealized -80.5%
Soligor Intl Com 0.0%
Value ($000) $0 Shares 105 Est. Cost Unrealized
American Power Corp 0.0%
Value ($000) $0 Shares 150 Est. Cost Unrealized
ICOA Icoa Inc 0.0%
Value ($000) $0 Shares 58 Est. Cost $0.00 Unrealized -77.6%
VSMD Vasamed Inc 0.0%
Value ($000) $0 Shares 24,613 Est. Cost $0.01 Unrealized -99.2%
Sefe Inc XXX Registration Revoked BY 0.0%
Value ($000) $0 Shares 3,000 Est. Cost Unrealized
Islet Sciences Inc 0.0%
Value ($000) $0 Shares 46,723 Est. Cost Unrealized
Encorium Group Inc Nexxx Registration Revoked BY 0.0%
Value ($000) $0 Shares 52 Est. Cost Unrealized
Fuqi Intl Inc New 0.0%
Value ($000) $0 Shares 750 Est. Cost Unrealized
Wave Systems Corp. Class A 0.0%
Value ($000) $0 Shares 43 Est. Cost Unrealized
Escrow GCI Liberty Inc SR Com 0.0%
Value ($000) $0 Shares 36 Est. Cost Unrealized
THRA Therma-Med Inc New 0.0%
Value ($000) $0 Shares 5 Est. Cost $0.00 Unrealized 0.0%
Wichita Development CXXX Registration Revoked BY 0.0%
Value ($000) $0 Shares 333 Est. Cost Unrealized
Cardia Inc 0.0%
Value ($000) $0 Shares 5,702 Est. Cost Unrealized
Total Apparel Group NXXX Registration Revoked BY 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
VALPQ Valaris PLC Oxxx Bankruptcy 0.0%
Value ($000) $0 Shares 245 Est. Cost Unrealized
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 -16.8%
YUII Yuhe International Inc Com 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.00 Unrealized 0.0%
L & L Energy Inc XXX Registration Revoked BY 0.0%
Value ($000) $0 Shares 179 Est. Cost Unrealized
Prairie Shores Incratxxx Escrow Pending 0.0%
Value ($000) $0 Shares 19 Est. Cost Unrealized
Pershing Square Tontine Pending Receipt Of New 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
Pershing Square T 25 WTS Pending Receipt Of New 0.0%
Value ($000) $0 Shares 1,111 Est. Cost Unrealized