BARTLETT & CO. WEALTH MANAGEMENT LLC Diversified Active

CIK: 0002010186 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 17, 2024

Total Value ($000): $6,967,889 (100.0% shares, 0.0% debt)

Holdings (1,128)

MSFT Microsoft Corp 6.0%
Value ($000) $416,081 Shares 966,957 Est. Cost $102.58 Unrealized +312.5%
AAPL Apple Inc 5.9%
Value ($000) $414,362 Shares 1,778,375 Est. Cost $94.39 Unrealized +135.1%
GOOG Alphabet Inc. Class C 3.4%
Value ($000) $238,607 Shares 1,427,160 Est. Cost $108.50 Unrealized +55.1%
PG Procter & Gamble 2.8%
Value ($000) $193,671 Shares 1,118,193 Est. Cost $109.94 Unrealized +49.4%
BRK/B Berkshire Hathaway Class B 2.7%
Value ($000) $188,762 Shares 410,119 Est. Cost $229.33 Unrealized +92.8%
VOO Vanguard S&P 500 ETF 2.4%
Value ($000) $166,308 Shares 314,200 Est. Cost $337.52 Unrealized
MA Mastercard Inc Class A 2.3%
Value ($000) $162,583 Shares 329,249 Est. Cost $174.18 Unrealized +165.1%
JPM JPMorgan Chase & Co 2.3%
Value ($000) $162,255 Shares 769,492 Est. Cost $98.19 Unrealized +108.7%
LOW Lowes Cos Inc 2.2%
Value ($000) $152,562 Shares 563,274 Est. Cost $88.87 Unrealized +165.7%
AMZN Amazon.Com Inc 2.1%
Value ($000) $147,386 Shares 790,997 Est. Cost $126.16 Unrealized +44.6%
COST Costco Wholesale Co 2.0%
Value ($000) $136,625 Shares 154,113 Est. Cost $321.71 Unrealized +167.9%
TJX TJX Companies Inc 1.9%
Value ($000) $129,593 Shares 1,102,539 Est. Cost $43.53 Unrealized +159.0%
ABT Abbott Laboratories 1.8%
Value ($000) $122,212 Shares 1,071,941 Est. Cost $61.36 Unrealized +74.5%
AMGN Amgen Inc. 1.7%
Value ($000) $118,845 Shares 368,841 Est. Cost $148.90 Unrealized +110.3%
TMO Thermo Fisher Scientific Inc. 1.6%
Value ($000) $111,340 Shares 179,884 Est. Cost $345.67 Unrealized +70.4%
PEP Pepsico Inc 1.6%
Value ($000) $108,624 Shares 638,778 Est. Cost $101.21 Unrealized +60.9%
LIN Linde PLC 1.6%
Value ($000) $108,406 Shares 227,333 Est. Cost $323.99 Unrealized +38.3%
ACN Accenture PLC Class A 1.5%
Value ($000) $103,737 Shares 293,475 Est. Cost $168.44 Unrealized +91.6%
UNH Unitedhealth GRP Inc 1.5%
Value ($000) $103,454 Shares 176,942 Est. Cost $331.18 Unrealized +65.6%
IEFA iShares Core MSCI EAFE ETF 1.4%
Value ($000) $97,809 Shares 1,253,156 Est. Cost $66.88 Unrealized
NVDA Nvidia Corp 1.3%
Value ($000) $90,940 Shares 748,789 Est. Cost $100.63 Unrealized +17.3%
NEE Nextera Energy Inc 1.3%
Value ($000) $90,503 Shares 1,070,660 Est. Cost $63.22 Unrealized +18.4%
BAH Booz Allen Hamilton Class A 1.2%
Value ($000) $86,462 Shares 531,224 Est. Cost $76.94 Unrealized +92.3%
DE Deere & Co 1.2%
Value ($000) $85,421 Shares 203,967 Est. Cost $166.70 Unrealized +121.5%
ADI Analog Devices Inc 1.2%
Value ($000) $81,071 Shares 352,223 Est. Cost $85.49 Unrealized +157.5%
CVX Chevron Corp 1.1%
Value ($000) $79,788 Shares 541,778 Est. Cost $134.93 Unrealized +3.7%
META Meta Platforms Inc Class A 1.1%
Value ($000) $75,609 Shares 132,082 Est. Cost $258.45 Unrealized +98.1%
INTU Intuit Inc 1.1%
Value ($000) $75,385 Shares 121,394 Est. Cost $420.61 Unrealized +50.5%
GOOGL Alphabet Inc. Class A 1.1%
Value ($000) $74,807 Shares 451,052 Est. Cost $107.82 Unrealized +54.6%
JNJ Johnson & Johnson 1.1%
Value ($000) $73,604 Shares 454,182 Est. Cost $121.47 Unrealized +25.7%
FDX Fedex Corp 1.0%
Value ($000) $72,289 Shares 262,805 Est. Cost $210.73 Unrealized +33.5%
AMT American Tower Corp REIT 1.0%
Value ($000) $72,203 Shares 310,471 Est. Cost $168.81 Unrealized +24.9%
DUK Duke Energy Corp 1.0%
Value ($000) $71,456 Shares 619,741 Est. Cost $65.98 Unrealized +60.5%
CRM Salesforce Inc 1.0%
Value ($000) $67,483 Shares 246,191 Est. Cost $191.17 Unrealized +32.8%
CB Chubb LTD F 1.0%
Value ($000) $66,824 Shares 231,081 Est. Cost $138.46 Unrealized +95.6%
QCOM Qualcomm Inc 0.9%
Value ($000) $65,841 Shares 387,189 Est. Cost $134.10 Unrealized +27.6%
ZTS Zoetis Inc Class A 0.9%
Value ($000) $64,352 Shares 329,366 Est. Cost $156.69 Unrealized +15.7%
SPGI S&P Global Inc Com 0.9%
Value ($000) $61,383 Shares 118,815 Est. Cost $388.85 Unrealized +26.0%
WM Waste Management Inc 0.8%
Value ($000) $57,310 Shares 276,058 Est. Cost $88.65 Unrealized +130.4%
VCSH Vanguard Short Term Corp Bond ETF 0.8%
Value ($000) $56,530 Shares 711,788 Est. Cost $79.50 Unrealized
ITW Illinois Tool Works 0.8%
Value ($000) $56,042 Shares 212,626 Est. Cost $134.22 Unrealized +76.8%
VCIT Vanguard Intermediate Term Cor ETF 0.8%
Value ($000) $54,502 Shares 650,776 Est. Cost $88.12 Unrealized
LH Labcorp Holdings Inc 0.7%
Value ($000) $47,360 Shares 211,920 Est. Cost $199.72 Unrealized +8.3%
ASML Asml Holding NV 0.7%
Value ($000) $47,044 Shares 56,458 Est. Cost $965.04 Unrealized
CDW CDW Corp 0.7%
Value ($000) $46,418 Shares 205,118 Est. Cost $122.93 Unrealized +77.0%
MKC MC Cormick & Co Inc 0.7%
Value ($000) $46,327 Shares 562,908 Est. Cost $64.69 Unrealized +16.1%
IJR iShares Core S&P Small Cap ETF 0.7%
Value ($000) $45,993 Shares 393,236 Est. Cost $101.72 Unrealized
MCD McDonalds Corp 0.6%
Value ($000) $44,362 Shares 145,682 Est. Cost $151.81 Unrealized +75.7%
GD General Dynamics Co 0.6%
Value ($000) $42,642 Shares 141,104 Est. Cost $154.79 Unrealized +85.1%
VTI Vanguard Total Stock Market ETF 0.6%
Value ($000) $42,424 Shares 149,366 Est. Cost $165.47 Unrealized
CFR Cullen Frost Bankers 0.6%
Value ($000) $40,756 Shares 364,350 Est. Cost $99.01 Unrealized +5.8%
IJH iShares Core S&P Mid Cap ETF 0.5%
Value ($000) $35,587 Shares 571,042 Est. Cost $79.27 Unrealized
MDY SPDR S&P Midcap 400 ETF 0.5%
Value ($000) $35,222 Shares 61,650 Est. Cost $401.55 Unrealized
UNP Union Pacific Corp 0.5%
Value ($000) $35,190 Shares 142,771 Est. Cost $141.40 Unrealized +65.9%
WMT WalMart Inc 0.5%
Value ($000) $33,402 Shares 413,642 Est. Cost $49.01 Unrealized +47.9%
IGSB iShares TR Is 1 5 YR In GR CR BD ETF 0.4%
Value ($000) $30,867 Shares 586,165 Est. Cost $54.42 Unrealized
NKE Nike Inc Class B 0.4%
Value ($000) $28,749 Shares 323,858 Est. Cost $69.33 Unrealized +9.6%
AXP American Express Co 0.4%
Value ($000) $27,303 Shares 100,676 Est. Cost $108.22 Unrealized +126.5%
ADP Auto Data Processing 0.4%
Value ($000) $27,082 Shares 97,374 Est. Cost $101.11 Unrealized +150.7%
IEMG iShares Core MSCI Emerging ETF 0.4%
Value ($000) $25,317 Shares 440,986 Est. Cost $54.90 Unrealized
SHY iShares 1-3 Year Treasry Bond ETF 0.4%
Value ($000) $25,213 Shares 303,220 Est. Cost $82.13 Unrealized
ABBV Abbvie Inc 0.3%
Value ($000) $24,166 Shares 122,370 Est. Cost $85.06 Unrealized +110.1%
SCHB Schwab US Broad Market ETF 0.3%
Value ($000) $23,969 Shares 360,330 Est. Cost $57.91 Unrealized
DIS Walt Disney Co 0.3%
Value ($000) $23,951 Shares 248,992 Est. Cost $113.55 Unrealized -20.2%
LLY Lilly Eli & Co 0.3%
Value ($000) $23,257 Shares 26,251 Est. Cost $156.76 Unrealized +467.9%
CP Canadian Pacific Kansas City LTD 0.3%
Value ($000) $22,706 Shares 265,438 Est. Cost $77.51 Unrealized +5.1%
MRK Merck & Co. Inc. 0.3%
Value ($000) $22,210 Shares 194,252 Est. Cost $65.63 Unrealized +72.1%
RTX Raytheon Technologies Co 0.3%
Value ($000) $21,050 Shares 173,740 Est. Cost $62.61 Unrealized +77.4%
FNDX Schwab Fundamental US Large Co ETF 0.3%
Value ($000) $21,038 Shares 293,169 Est. Cost $44.82 Unrealized
DHR Danaher Corp 0.3%
Value ($000) $21,034 Shares 75,582 Est. Cost $127.03 Unrealized +106.6%
BSV Vanguard Short-Term Bond ETF 0.3%
Value ($000) $20,778 Shares 264,048 Est. Cost $82.50 Unrealized
AGG iShares Core US Aggregate Bond ETF 0.3%
Value ($000) $20,315 Shares 200,598 Est. Cost $110.78 Unrealized
JQUA JPMorgan U.S. Quality Factor ETF 0.3%
Value ($000) $19,466 Shares 344,112 Est. Cost $50.39 Unrealized
VMBS Vanguard Mortgage Backed Sec ETF 0.3%
Value ($000) $19,248 Shares 407,702 Est. Cost $52.09 Unrealized
NSC Norfolk Southern Co 0.3%
Value ($000) $19,039 Shares 76,616 Est. Cost $126.78 Unrealized +83.8%
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $17,937 Shares 31,167 Est. Cost $325.65 Unrealized
GOVT iShares US Treasury Bond ETF 0.3%
Value ($000) $17,726 Shares 755,885 Est. Cost $23.01 Unrealized
USB US Bancorp 0.2%
Value ($000) $17,259 Shares 373,336 Est. Cost $41.10 Unrealized +0.0%
IWR iShares Russell Mid Cap ETF 0.2%
Value ($000) $17,072 Shares 193,692 Est. Cost $71.96 Unrealized
VEU Vanguard FTSE All World Ex US ETF 0.2%
Value ($000) $16,073 Shares 255,124 Est. Cost $52.44 Unrealized
CINF Cincinnati Finl 0.2%
Value ($000) $15,741 Shares 114,958 Est. Cost $85.22 Unrealized +46.8%
VBR Vanguard Small Cap Value ETF 0.2%
Value ($000) $15,199 Shares 75,701 Est. Cost $130.13 Unrealized
HD Home Depot Inc 0.2%
Value ($000) $14,948 Shares 36,889 Est. Cost $196.73 Unrealized +79.2%
IWP iShares Russell Mid Cap Growth ETF 0.2%
Value ($000) $14,321 Shares 122,099 Est. Cost $110.73 Unrealized
NVS Novartis AG F Sponsored ADR 0.2%
Value ($000) $13,477 Shares 117,169 Est. Cost $81.06 Unrealized
EFA iShares MSCI EAFE ETF 0.2%
Value ($000) $13,174 Shares 157,524 Est. Cost $63.58 Unrealized
KO The Coca-Cola Co 0.2%
Value ($000) $13,146 Shares 181,709 Est. Cost $43.61 Unrealized +50.5%
SHYG iShares High Yield Corporate Bond ETF 0.2%
Value ($000) $13,114 Shares 302,023 Est. Cost $43.24 Unrealized
ETN Eaton Corp PLC F 0.2%
Value ($000) $12,995 Shares 39,209 Est. Cost $72.06 Unrealized +318.1%
XOM Exxon Mobil Corp 0.2%
Value ($000) $12,854 Shares 109,654 Est. Cost $58.58 Unrealized +87.8%
MDLZ Mondelez Intl Class A 0.2%
Value ($000) $12,414 Shares 167,438 Est. Cost $48.39 Unrealized +38.8%
IWS iShares Russell Mid Cap Value ETF 0.2%
Value ($000) $12,197 Shares 92,226 Est. Cost $94.33 Unrealized
IWB iShares Russell 1000 ETF 0.2%
Value ($000) $11,879 Shares 37,784 Est. Cost $226.90 Unrealized
XLK Technology Select Sector SPDR ETF 0.2%
Value ($000) $11,307 Shares 50,082 Est. Cost $129.28 Unrealized
CL Colgate-Palmolive Co 0.2%
Value ($000) $11,306 Shares 108,909 Est. Cost $63.00 Unrealized +57.0%
VB Vanguard Small Cap ETF 0.2%
Value ($000) $11,285 Shares 47,432 Est. Cost $162.71 Unrealized
MBB iShares MBS ETF IV 0.2%
Value ($000) $11,257 Shares 117,490 Est. Cost $98.79 Unrealized
IVV iShares Core S&P 500 ETF 0.2%
Value ($000) $11,197 Shares 19,411 Est. Cost $312.80 Unrealized
EMR Emerson Electric Co 0.2%
Value ($000) $10,757 Shares 98,355 Est. Cost $57.91 Unrealized +81.5%
USIG iShares Broad USD Investment Grade Corporate Bond ETF 0.2%
Value ($000) $10,592 Shares 201,453 Est. Cost $51.31 Unrealized
VBK Vanguard Small Cap Growth ETF 0.1%
Value ($000) $10,346 Shares 38,696 Est. Cost $182.61 Unrealized
BDX Becton Dickinson & Co. 0.1%
Value ($000) $10,073 Shares 41,778 Est. Cost $224.15 Unrealized +1.5%
UPS United Parcel Service Class B 0.1%
Value ($000) $9,870 Shares 72,395 Est. Cost $94.54 Unrealized +27.5%
TRV Travelers Companies 0.1%
Value ($000) $9,735 Shares 41,580 Est. Cost $135.11 Unrealized +59.4%
TSLA Tesla Inc 0.1%
Value ($000) $9,251 Shares 35,360 Est. Cost $281.30 Unrealized -18.9%
LMT Lockheed Martin Corp 0.1%
Value ($000) $9,053 Shares 15,487 Est. Cost $306.72 Unrealized +68.3%
ROK Rockwell Automation 0.1%
Value ($000) $9,023 Shares 33,612 Est. Cost $141.39 Unrealized +83.5%
BRK/A Berkshire Hathaway Class A 0.1%
Value ($000) $8,985 Shares 13 Est. Cost $381412.78 Unrealized +74.1%
BMY Bristol-Myers Squibb 0.1%
Value ($000) $8,928 Shares 172,563 Est. Cost $45.75 Unrealized -4.6%
NVO Novo-Nordisk A S F Sponsored ADR 0.1%
Value ($000) $8,543 Shares 71,745 Est. Cost $70.51 Unrealized
AVGO Broadcom Inc 0.1%
Value ($000) $8,169 Shares 47,357 Est. Cost $148.33 Unrealized +6.5%
WEC W E C Energy Group Inc 0.1%
Value ($000) $7,870 Shares 81,825 Est. Cost $48.39 Unrealized +74.9%
VWO Vanguard FTSE Emerging Markets ETF 0.1%
Value ($000) $7,632 Shares 159,507 Est. Cost $45.68 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $7,301 Shares 74,889 Est. Cost $80.26 Unrealized +3.2%
VIG Vanguard Dividend Appreciation ETF 0.1%
Value ($000) $7,234 Shares 36,372 Est. Cost $126.11 Unrealized
XLY SPDR Fund Consumer Discre Select ETF 0.1%
Value ($000) $7,186 Shares 35,863 Est. Cost $112.64 Unrealized
MUB iShares National Muni Bond ETF 0.1%
Value ($000) $7,186 Shares 66,147 Est. Cost $110.38 Unrealized
V Visa Inc Class A 0.1%
Value ($000) $7,080 Shares 25,749 Est. Cost $193.17 Unrealized +38.6%
SCHF Schwab International Equity ETF 0.1%
Value ($000) $7,050 Shares 171,439 Est. Cost $31.43 Unrealized
SYY Sysco Corp 0.1%
Value ($000) $6,958 Shares 89,135 Est. Cost $58.70 Unrealized +22.9%
ORCL Oracle Corp 0.1%
Value ($000) $6,819 Shares 40,018 Est. Cost $61.13 Unrealized +134.0%
CTAS Cintas Corp 0.1%
Value ($000) $6,559 Shares 31,857 Est. Cost $154.59 Unrealized +23.5%
IGIB iShares TRT Is 5 10 Inv GR CR BD ETF 0.1%
Value ($000) $6,524 Shares 121,448 Est. Cost $53.31 Unrealized
SCHX Schwab US Large Cap ETF 0.1%
Value ($000) $6,468 Shares 95,333 Est. Cost $57.85 Unrealized
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $6,197 Shares 28,056 Est. Cost $162.79 Unrealized
MCK Mckesson Corp 0.1%
Value ($000) $5,837 Shares 11,789 Est. Cost $355.87 Unrealized +55.5%
DEO Diageo PLC F Sponsored ADR 0.1%
Value ($000) $5,739 Shares 40,148 Est. Cost $137.62 Unrealized
SYK Stryker Corp 0.1%
Value ($000) $5,690 Shares 15,717 Est. Cost $233.38 Unrealized +45.9%
YUM Yum Brands Inc 0.1%
Value ($000) $5,678 Shares 40,642 Est. Cost $117.95 Unrealized +9.7%
IBM IBM Corp 0.1%
Value ($000) $5,658 Shares 25,593 Est. Cost $107.14 Unrealized +76.4%
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $5,473 Shares 20,745 Est. Cost $172.68 Unrealized
SPIB SPDR Intermediate Term Corp Bond ETF 0.1%
Value ($000) $5,469 Shares 162,235 Est. Cost $31.84 Unrealized
VGSH Vanguard Short Term Treasury ETF 0.1%
Value ($000) $5,302 Shares 89,840 Est. Cost $58.07 Unrealized
CMCSA Comcast Corp Class A 0.1%
Value ($000) $5,265 Shares 126,051 Est. Cost $39.06 Unrealized -3.4%
SCHG Schwab US Large Cap Growth ETF 0.1%
Value ($000) $5,171 Shares 49,635 Est. Cost $68.72 Unrealized
IVE iShares S&P 500 Value ETF 0.1%
Value ($000) $5,006 Shares 25,389 Est. Cost $116.39 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $4,900 Shares 169,314 Est. Cost $28.95 Unrealized -7.8%
VGT Vanguard Information Technology ETF 0.1%
Value ($000) $4,813 Shares 8,194 Est. Cost $272.03 Unrealized
STZ Constellation Brand Class A 0.1%
Value ($000) $4,810 Shares 18,665 Est. Cost $180.85 Unrealized +32.8%
VFH Vanguard Financials ETF 0.1%
Value ($000) $4,795 Shares 43,413 Est. Cost $71.00 Unrealized
JPST JPMorgan Ultra Short Income ETF 0.1%
Value ($000) $4,663 Shares 91,893 Est. Cost $50.58 Unrealized
PM Philip Morris Intl 0.1%
Value ($000) $4,479 Shares 36,491 Est. Cost $76.66 Unrealized +43.2%
TPL Texas Pacific Land Corp 0.1%
Value ($000) $4,462 Shares 5,043 Est. Cost $150.57 Unrealized +80.9%
ENB Enbridge Inc F 0.1%
Value ($000) $4,424 Shares 108,868 Est. Cost $22.63 Unrealized +56.9%
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $4,391 Shares 58,456 Est. Cost $76.95 Unrealized
VXF Vanguard Extended Market ETF 0.1%
Value ($000) $4,378 Shares 23,994 Est. Cost $111.83 Unrealized
CSCO Cisco Systems Inc 0.1%
Value ($000) $4,295 Shares 80,712 Est. Cost $42.98 Unrealized +8.9%
KMB Kimberly Clark Corp 0.1%
Value ($000) $4,219 Shares 29,401 Est. Cost $101.66 Unrealized +32.0%
HON Honeywell Intl Inc 0.1%
Value ($000) $4,184 Shares 20,243 Est. Cost $148.77 Unrealized +26.6%
SPSB SPDR Short Term Corporate BND ETF 0.1%
Value ($000) $4,113 Shares 135,842 Est. Cost $29.40 Unrealized
WMB Williams Companies 0.1%
Value ($000) $3,954 Shares 86,621 Est. Cost $26.83 Unrealized +55.6%
SCHE Schwab Emerging Markets Equity ETF 0.1%
Value ($000) $3,866 Shares 132,487 Est. Cost $25.22 Unrealized
IYW iShares US Technology ETF 0.1%
Value ($000) $3,841 Shares 25,332 Est. Cost $124.05 Unrealized
TGT Target Corp 0.1%
Value ($000) $3,607 Shares 23,144 Est. Cost $68.51 Unrealized +105.8%
BY Byline Bancorp Inc Com 0.1%
Value ($000) $3,591 Shares 134,158 Est. Cost $24.67 Unrealized +4.8%
IVW iShares S&P 500 Growth ETF 0.1%
Value ($000) $3,573 Shares 37,320 Est. Cost $65.01 Unrealized
SCZ iShares MSCI EAFE Small Cap ETF 0.0%
Value ($000) $3,394 Shares 50,135 Est. Cost $57.06 Unrealized
AMP Ameriprise Finl 0.0%
Value ($000) $3,379 Shares 7,193 Est. Cost $296.47 Unrealized +43.9%
VTIP Vanguard SHRT Inf Prot Sec Index ETF 0.0%
Value ($000) $3,376 Shares 68,471 Est. Cost $48.10 Unrealized
CSX CSX Corp 0.0%
Value ($000) $3,283 Shares 95,067 Est. Cost $29.03 Unrealized +14.4%
TIP iShares TIPS Bond ETF 0.0%
Value ($000) $3,218 Shares 29,128 Est. Cost $126.65 Unrealized
VTWV Vanguard Russell 2000 Value ETF 0.0%
Value ($000) $3,187 Shares 21,655 Est. Cost $139.80 Unrealized
VIS Vanguard Industrials ETF 0.0%
Value ($000) $3,127 Shares 11,990 Est. Cost $139.44 Unrealized
XLV Select Sector Health Care SPDR ETF 0.0%
Value ($000) $3,101 Shares 20,131 Est. Cost $92.30 Unrealized
TTWO Take-Two Interactive 0.0%
Value ($000) $2,882 Shares 18,751 Est. Cost $150.36 Unrealized +0.9%
SCHA Schwab US Small Cap ETF 0.0%
Value ($000) $2,833 Shares 55,009 Est. Cost $55.39 Unrealized
BKNG Booking Holdings Inc 0.0%
Value ($000) $2,831 Shares 672 Est. Cost $2572.18 Unrealized +47.5%
INTC Intel Corp 0.0%
Value ($000) $2,756 Shares 117,487 Est. Cost $41.05 Unrealized -39.4%
MS Morgan Stanley 0.0%
Value ($000) $2,736 Shares 26,250 Est. Cost $75.21 Unrealized +28.8%
COP Conocophillips 0.0%
Value ($000) $2,733 Shares 25,955 Est. Cost $64.20 Unrealized +63.7%
VEA Vanguard FTSE Developed Markets ETF 0.0%
Value ($000) $2,686 Shares 50,853 Est. Cost $43.22 Unrealized
GE General Electric Co 0.0%
Value ($000) $2,652 Shares 14,042 Est. Cost $86.90 Unrealized +93.2%
KR Kroger Co 0.0%
Value ($000) $2,558 Shares 44,636 Est. Cost $28.65 Unrealized +82.0%
VTEB Vanguard Muni BND Tax Exempt ETF 0.0%
Value ($000) $2,522 Shares 49,337 Est. Cost $50.89 Unrealized
VUG Vanguard Growth ETF 0.0%
Value ($000) $2,486 Shares 6,474 Est. Cost $209.42 Unrealized
WSBC Wesbanco Inc 0.0%
Value ($000) $2,473 Shares 82,049 Est. Cost $26.05 Unrealized +17.8%
IWO iShares Russell 2000 Growth ETF 0.0%
Value ($000) $2,465 Shares 8,680 Est. Cost $198.47 Unrealized
BAC Bank Of America Corp 0.0%
Value ($000) $2,453 Shares 61,824 Est. Cost $26.85 Unrealized +44.4%
VV Vanguard Large Cap ETF 0.0%
Value ($000) $2,450 Shares 9,278 Est. Cost $166.01 Unrealized
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $2,448 Shares 14,674 Est. Cost $117.85 Unrealized
T A T & T Inc 0.0%
Value ($000) $2,433 Shares 110,601 Est. Cost $15.42 Unrealized +21.8%
TXN Texas Instruments 0.0%
Value ($000) $2,415 Shares 11,692 Est. Cost $149.03 Unrealized +29.5%
PSX Phillips 66 0.0%
Value ($000) $2,408 Shares 18,322 Est. Cost $78.80 Unrealized +62.9%
ELV Elevance Health, Inc 0.0%
Value ($000) $2,384 Shares 4,584 Est. Cost $406.34 Unrealized +28.2%
CAT Caterpillar Inc 0.0%
Value ($000) $2,383 Shares 6,092 Est. Cost $231.99 Unrealized +46.0%
MMM 3M Co 0.0%
Value ($000) $2,363 Shares 17,288 Est. Cost $119.35 Unrealized -0.2%
CVS CVS Health Corp 0.0%
Value ($000) $2,349 Shares 37,355 Est. Cost $63.37 Unrealized -12.9%
VMC Vulcan Materials Com 0.0%
Value ($000) $2,338 Shares 9,335 Est. Cost $187.52 Unrealized +31.1%
ESGV Vanguard ESG U.S. Stock ETF 0.0%
Value ($000) $2,331 Shares 22,930 Est. Cost $83.43 Unrealized
CARR Carrier Global Corp 0.0%
Value ($000) $2,320 Shares 28,818 Est. Cost $22.29 Unrealized +207.4%
SCHM Charles Schwab US MC ETF 0.0%
Value ($000) $2,309 Shares 27,785 Est. Cost $56.83 Unrealized
VDC Vanguard Consumer Staple ETF 0.0%
Value ($000) $2,249 Shares 10,234 Est. Cost $134.99 Unrealized
CAH Cardinal Health Inc 0.0%
Value ($000) $2,192 Shares 19,833 Est. Cost $72.77 Unrealized +40.6%
TTC Toro Co 0.0%
Value ($000) $2,188 Shares 25,123 Est. Cost $102.53 Unrealized -12.3%
MRSH Marsh & MC Lennan Co 0.0%
Value ($000) $2,090 Shares 9,368 Est. Cost $106.87 Unrealized +103.0%
AMD Advanced Micro 0.0%
Value ($000) $2,029 Shares 12,367 Est. Cost $124.39 Unrealized +22.1%
FITB Fifth Third Bancorp 0.0%
Value ($000) $2,003 Shares 46,345 Est. Cost $27.62 Unrealized +39.7%
ADBE Adobe Inc 0.0%
Value ($000) $1,989 Shares 3,841 Est. Cost $374.13 Unrealized +46.6%
APD Air Prod & Chemicals 0.0%
Value ($000) $1,974 Shares 6,629 Est. Cost $195.69 Unrealized +34.5%
EAGG iShares Esg Aware US Aggrgt BND ETF 0.0%
Value ($000) $1,968 Shares 40,497 Est. Cost $54.13 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $1,943 Shares 10,195 Est. Cost $97.54 Unrealized +77.2%
QQQ Invesco QQQ Trust 0.0%
Value ($000) $1,933 Shares 3,954 Est. Cost $328.92 Unrealized
MLN Vaneck Vectors Long Muni ETF 0.0%
Value ($000) $1,924 Shares 105,153 Est. Cost $19.83 Unrealized
LHX L3harris Technologies Inc. 0.0%
Value ($000) $1,885 Shares 7,925 Est. Cost $181.22 Unrealized +24.0%
PNC PNC Finl Services 0.0%
Value ($000) $1,825 Shares 9,872 Est. Cost $123.86 Unrealized +35.2%
GIS General Mills Inc 0.0%
Value ($000) $1,773 Shares 24,009 Est. Cost $71.03 Unrealized -7.6%
VNQ Vanguard Real Estate ETF 0.0%
Value ($000) $1,754 Shares 17,853 Est. Cost $108.54 Unrealized
SUSB iShares Esg Awr 1 5 Y Usd CP BND ETF 0.0%
Value ($000) $1,744 Shares 69,311 Est. Cost $25.76 Unrealized
XLC Communicat SVS SLCT Sec SPDR ETF 0.0%
Value ($000) $1,724 Shares 19,075 Est. Cost $56.23 Unrealized
BF/B Brown Forman Corp Class B 0.0%
Value ($000) $1,723 Shares 34,869 Est. Cost $55.09 Unrealized -21.5%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $1,717 Shares 38,144 Est. Cost $54.72 Unrealized -39.2%
SCHW Charles Schwab Corp 0.0%
Value ($000) $1,610 Shares 24,844 Est. Cost $38.53 Unrealized +67.5%
BlackRock Inc 0.0%
Value ($000) $1,571 Shares 1,655 Est. Cost $545.58 Unrealized
MPC Marathon Pete Corp 0.0%
Value ($000) $1,560 Shares 9,578 Est. Cost $61.79 Unrealized +165.3%
MAR Marriott Intl Inc Class A 0.0%
Value ($000) $1,543 Shares 6,206 Est. Cost $161.10 Unrealized +42.6%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $1,532 Shares 5,405 Est. Cost $228.04 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $1,503 Shares 16,555 Est. Cost $75.31 Unrealized +11.5%
PH Parker-Hannifin Corp 0.0%
Value ($000) $1,497 Shares 2,369 Est. Cost $311.93 Unrealized +79.6%
DCI Donaldson Co 0.0%
Value ($000) $1,490 Shares 20,222 Est. Cost $44.32 Unrealized +59.3%
PRU Prudential Finl 0.0%
Value ($000) $1,466 Shares 12,103 Est. Cost $74.62 Unrealized +48.2%
EEM iShares MSCI Emerging Markets ETF 0.0%
Value ($000) $1,460 Shares 31,833 Est. Cost $45.53 Unrealized
VT Vanguard Total World Stock ETF 0.0%
Value ($000) $1,452 Shares 12,129 Est. Cost $77.71 Unrealized
ISRG Intuitive Surgical 0.0%
Value ($000) $1,434 Shares 2,919 Est. Cost $281.29 Unrealized +65.5%
MET Metlife Inc 0.0%
Value ($000) $1,419 Shares 17,209 Est. Cost $51.51 Unrealized +39.5%
Cohen Steers REIT Prefer 0.0%
Value ($000) $1,404 Shares 59,325 Est. Cost $18.47 Unrealized
BA Boeing Co 0.0%
Value ($000) $1,401 Shares 9,214 Est. Cost $308.70 Unrealized -44.5%
CMG Chipotle Mexican GRL 0.0%
Value ($000) $1,386 Shares 24,050 Est. Cost $61.10 Unrealized -9.4%
VZ Verizon Communication 0.0%
Value ($000) $1,380 Shares 30,734 Est. Cost $34.17 Unrealized +12.3%
IBB iShares Nasdaq Biotechnology ETF 0.0%
Value ($000) $1,351 Shares 9,277 Est. Cost $109.59 Unrealized
GS Goldman Sachs Group 0.0%
Value ($000) $1,318 Shares 2,662 Est. Cost $292.30 Unrealized +62.5%
WFC Wells Fargo & Co 0.0%
Value ($000) $1,292 Shares 22,869 Est. Cost $45.46 Unrealized +20.7%
HUM Humana Inc 0.0%
Value ($000) $1,287 Shares 4,052 Est. Cost $487.27 Unrealized -28.4%
MLM Martin Marietta Matr 0.0%
Value ($000) $1,247 Shares 2,317 Est. Cost $205.49 Unrealized +160.9%
SHW Sherwin Williams Co 0.0%
Value ($000) $1,239 Shares 3,246 Est. Cost $277.89 Unrealized +24.1%
ON On Semiconductor 0.0%
Value ($000) $1,224 Shares 16,855 Est. Cost $82.71 Unrealized -12.0%
MFC Manulife Finl F 0.0%
Value ($000) $1,195 Shares 40,423 Est. Cost $19.96 Unrealized +34.6%
BK Bank Of NY Mellon Co 0.0%
Value ($000) $1,192 Shares 16,581 Est. Cost $43.47 Unrealized +46.9%
SMB Vaneck Vectors Short Muni ETF 0.0%
Value ($000) $1,183 Shares 68,403 Est. Cost $17.75 Unrealized
GWW WW Grainger Inc 0.0%
Value ($000) $1,173 Shares 1,129 Est. Cost $254.60 Unrealized +275.8%
JMUB JPMorgan Municipal ETF 0.0%
Value ($000) $1,161 Shares 22,643 Est. Cost $51.11 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $1,161 Shares 6,460 Est. Cost $112.46 Unrealized +46.7%
Liberty All Star Equity 0.0%
Value ($000) $1,159 Shares 163,236 Est. Cost $6.57 Unrealized
MOS The Mosaic Co 0.0%
Value ($000) $1,085 Shares 40,521 Est. Cost $35.86 Unrealized -26.6%
AEP Amer Electric PWR Co 0.0%
Value ($000) $1,076 Shares 10,487 Est. Cost $77.60 Unrealized +19.9%
IYH iShares US Healthcare ETF 0.0%
Value ($000) $1,064 Shares 16,373 Est. Cost $97.38 Unrealized
COR Cencora Inc 0.0%
Value ($000) $1,064 Shares 4,726 Est. Cost $167.45 Unrealized +37.1%
IEX Idex Corp 0.0%
Value ($000) $1,062 Shares 4,950 Est. Cost $181.08 Unrealized +9.2%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $1,060 Shares 10,200 Est. Cost $47.48 Unrealized +95.9%
QUAL iShares MSCI USA QLTY Fact ETF 0.0%
Value ($000) $1,045 Shares 5,829 Est. Cost $132.78 Unrealized
PCAR Paccar Inc 0.0%
Value ($000) $1,043 Shares 10,565 Est. Cost $43.55 Unrealized +111.8%
SCHZ Schwab US Aggregate Bond ETF 0.0%
Value ($000) $1,037 Shares 21,817 Est. Cost $52.89 Unrealized
HUBB Hubbell Inc 0.0%
Value ($000) $1,036 Shares 2,419 Est. Cost $202.46 Unrealized +86.5%
DVY iShares Select Dividend ETF 0.0%
Value ($000) $1,020 Shares 7,548 Est. Cost $103.11 Unrealized
KMI Kinder Morgan Inc 0.0%
Value ($000) $1,015 Shares 45,970 Est. Cost $14.82 Unrealized +34.0%
MU Micron Technology 0.0%
Value ($000) $1,001 Shares 9,652 Est. Cost $65.18 Unrealized +59.5%
DOV Dover Corp 0.0%
Value ($000) $989 Shares 5,158 Est. Cost $102.15 Unrealized +75.6%
AWK American Water Works 0.0%
Value ($000) $981 Shares 6,709 Est. Cost $105.59 Unrealized +30.0%
SCHV Schwab US Large Cap Value ETF 0.0%
Value ($000) $964 Shares 11,992 Est. Cost $62.86 Unrealized
AMAT Applied Materials 0.0%
Value ($000) $961 Shares 4,756 Est. Cost $123.91 Unrealized +63.3%
CI CIGNA Corp 0.0%
Value ($000) $961 Shares 2,773 Est. Cost $220.13 Unrealized +52.2%
GLD SPDR Gold Shares ETF 0.0%
Value ($000) $952 Shares 3,915 Est. Cost $174.33 Unrealized
PPG PPG Industries Inc 0.0%
Value ($000) $944 Shares 7,129 Est. Cost $121.13 Unrealized +0.7%
VUSB Vanguard Ultra Short Bond ETF 0.0%
Value ($000) $943 Shares 18,885 Est. Cost $50.02 Unrealized
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $941 Shares 11,130 Est. Cost $54.69 Unrealized
CME Cme Group Inc Class A 0.0%
Value ($000) $937 Shares 4,248 Est. Cost $186.71 Unrealized +5.2%
SO Southern Co 0.0%
Value ($000) $933 Shares 10,342 Est. Cost $46.85 Unrealized +74.3%
IWF iShares Russell 1000 Growth ETF 0.0%
Value ($000) $925 Shares 2,463 Est. Cost $183.12 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $907 Shares 17,418 Est. Cost $34.69 Unrealized +31.2%
ITOT iShares Total US Stock Market ETF 0.0%
Value ($000) $906 Shares 7,213 Est. Cost $89.54 Unrealized
Unilever PLC F Sponsored ADR 0.0%
Value ($000) $905 Shares 13,930 Est. Cost $54.06 Unrealized
NRG NRG Energy Inc 0.0%
Value ($000) $902 Shares 9,900 Est. Cost $35.61 Unrealized +119.0%
TSM Taiwan Semiconductor F Sponsored ADR 0.0%
Value ($000) $887 Shares 5,091 Est. Cost $101.54 Unrealized
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $867 Shares 6,764 Est. Cost $84.48 Unrealized
FSLR First Solar Inc 0.0%
Value ($000) $858 Shares 3,439 Est. Cost $156.46 Unrealized +43.9%
SWK Stanley Black & Deck 0.0%
Value ($000) $848 Shares 7,703 Est. Cost $152.73 Unrealized -40.8%
SIRI Siriusxm HLDGS Inc 0.0%
Value ($000) $842 Shares 35,610 Est. Cost $31.06 Unrealized 0.0%
MDT Medtronic PLC F 0.0%
Value ($000) $842 Shares 9,277 Est. Cost $86.00 Unrealized -6.0%
BRX Brixmor Property Group REIT 0.0%
Value ($000) $836 Shares 30,000 Est. Cost $22.00 Unrealized
IYJ iShares US Industrials ETF 0.0%
Value ($000) $820 Shares 6,132 Est. Cost $112.76 Unrealized
BX Blackstone Group Inc 0.0%
Value ($000) $811 Shares 5,293 Est. Cost $70.79 Unrealized +88.8%
VSGX Vanguard Esg Internatnl Stock ETF 0.0%
Value ($000) $800 Shares 13,011 Est. Cost $48.30 Unrealized
HSY Hershey Co 0.0%
Value ($000) $800 Shares 4,169 Est. Cost $107.24 Unrealized +73.5%
GEV GE Vernova Inc Com 0.0%
Value ($000) $794 Shares 3,114 Est. Cost $158.46 Unrealized +20.9%
VGIT Vanguard Intermediate-Term Treasury Index FD ETF 0.0%
Value ($000) $783 Shares 12,959 Est. Cost $59.31 Unrealized
JBL Jabil Inc 0.0%
Value ($000) $773 Shares 6,450 Est. Cost $87.51 Unrealized +23.8%
MCO Moodys Corp Com 0.0%
Value ($000) $771 Shares 1,624 Est. Cost $200.94 Unrealized +128.3%
EXPE Expedia Group Inc. 0.0%
Value ($000) $762 Shares 5,150 Est. Cost $97.23 Unrealized +35.2%
PFF iShares Preferred Income Sec ETF 0.0%
Value ($000) $762 Shares 22,920 Est. Cost $37.02 Unrealized
TECK Teck Resources LTD F Class B 0.0%
Value ($000) $758 Shares 14,519 Est. Cost $42.97 Unrealized +10.8%
FCNCA First Citizens BKSH Class A 0.0%
Value ($000) $746 Shares 405 Est. Cost $423.56 Unrealized +348.1%
SPLV Invesco S&P 500 Low Volatility ETF 0.0%
Value ($000) $740 Shares 10,320 Est. Cost $62.15 Unrealized
IVOO Vanguard S&P Mid Cap 400 ETF 0.0%
Value ($000) $729 Shares 6,879 Est. Cost $105.16 Unrealized
VCR Vanguard Consumer Discretionary ETF 0.0%
Value ($000) $719 Shares 2,108 Est. Cost $219.02 Unrealized
VPU Vanguard Utilities ETF 0.0%
Value ($000) $703 Shares 4,007 Est. Cost $114.32 Unrealized
BNDX Vanguard Total International BND ETF 0.0%
Value ($000) $682 Shares 13,569 Est. Cost $48.79 Unrealized
TXT Textron Inc 0.0%
Value ($000) $682 Shares 7,700 Est. Cost $87.69 Unrealized +0.5%
EG Everest Group, Ltd. 0.0%
Value ($000) $675 Shares 1,722 Est. Cost $221.80 Unrealized +68.2%
FCX Freeport-Mcmoran Inc 0.0%
Value ($000) $673 Shares 13,476 Est. Cost $36.99 Unrealized +19.6%
Kellogg Co 0.0%
Value ($000) $672 Shares 8,321 Est. Cost $46.08 Unrealized +48.5%
SJM J M Smucker Co 0.0%
Value ($000) $661 Shares 5,460 Est. Cost $118.27 Unrealized -5.7%
KKR KKR & Co Inc 0.0%
Value ($000) $653 Shares 5,000 Est. Cost $51.41 Unrealized +128.4%
PYPL Paypal Holdings Inc 0.0%
Value ($000) $651 Shares 8,339 Est. Cost $91.11 Unrealized -26.8%
HIG Hartford Finl SVC GP 0.0%
Value ($000) $649 Shares 5,500 Est. Cost $66.74 Unrealized +60.4%
MCHP Microchip Technology 0.0%
Value ($000) $649 Shares 8,084 Est. Cost $60.43 Unrealized +31.1%
DSI iShares MSCI KLD 400 Social Indx ETF 0.0%
Value ($000) $646 Shares 5,941 Est. Cost $91.17 Unrealized
HRB H & R Block 0.0%
Value ($000) $639 Shares 10,000 Est. Cost $20.60 Unrealized +177.4%
JNK SPDR Bloomberg Barclays High Yield Bond ETF 0.0%
Value ($000) $634 Shares 6,488 Est. Cost $96.40 Unrealized
ICE Intercontinental Exc 0.0%
Value ($000) $624 Shares 3,885 Est. Cost $120.54 Unrealized +25.8%
MSI Motorola Solutions 0.0%
Value ($000) $617 Shares 1,370 Est. Cost $170.85 Unrealized +140.4%
LYTS L S I Industries Inc 0.0%
Value ($000) $611 Shares 37,814 Est. Cost $15.30 Unrealized 0.0%
TGTX TG Therapeutics Inc. 0.0%
Value ($000) $585 Shares 25,000 Est. Cost $6.56 Unrealized +233.0%
GBF iShares Govt Credit Bond ETF 0.0%
Value ($000) $584 Shares 5,470 Est. Cost $101.59 Unrealized
STX Seagate Technology Holdings PB LTD Co 0.0%
Value ($000) $583 Shares 5,285 Est. Cost $66.04 Unrealized +49.8%
NTAP Netapp Inc 0.0%
Value ($000) $580 Shares 4,700 Est. Cost $46.85 Unrealized +158.5%
Arista Networks Inc 0.0%
Value ($000) $572 Shares 1,490 Est. Cost $207.54 Unrealized
LCNB LCNB Corp 0.0%
Value ($000) $567 Shares 37,602 Est. Cost $15.12 Unrealized -9.9%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $563 Shares 1,648 Est. Cost $137.67 Unrealized +22.3%
WCN Waste Connectionsinc F 0.0%
Value ($000) $543 Shares 3,036 Est. Cost $158.95 Unrealized +13.0%
PFXF Vaneck Preferred Securities Ex Financials ETF 0.0%
Value ($000) $533 Shares 29,171 Est. Cost $17.44 Unrealized
HSIC Schein Henry Inc 0.0%
Value ($000) $530 Shares 7,270 Est. Cost $79.38 Unrealized -12.7%
SRE Sempra Energy 0.0%
Value ($000) $528 Shares 6,271 Est. Cost $67.32 Unrealized +13.5%
CRSP Crispr Therapeutics F 0.0%
Value ($000) $521 Shares 11,100 Est. Cost $79.31 Unrealized -36.0%
AIG American Intl Group 0.0%
Value ($000) $519 Shares 7,084 Est. Cost $51.56 Unrealized +40.1%
VLTO Veralto Corp 0.0%
Value ($000) $517 Shares 4,616 Est. Cost $81.66 Unrealized +28.6%
FLOT iShares Floating Rate Bond ETF 0.0%
Value ($000) $510 Shares 10,000 Est. Cost $50.96 Unrealized
SHEL Shell PLC F Unsponsored ADR 0.0%
Value ($000) $510 Shares 7,737 Est. Cost $57.56 Unrealized
BAX Baxter Interntnl 0.0%
Value ($000) $507 Shares 13,253 Est. Cost $60.45 Unrealized -40.9%
RIO Rio Tinto PLC F Sponsored ADR 0.0%
Value ($000) $503 Shares 7,065 Est. Cost $67.57 Unrealized
LBRDK Liberty Broadband Co Class C 0.0%
Value ($000) $499 Shares 6,453 Est. Cost $101.58 Unrealized -43.1%
BSM Black Stone Minerals LP 0.0%
Value ($000) $494 Shares 32,746 Est. Cost $6.68 Unrealized
CM CDN Imperial BK Comm F 0.0%
Value ($000) $494 Shares 8,056 Est. Cost $47.11 Unrealized +10.1%
MINT PIMCO Enhanced SHRT Maturty Actv ETF 0.0%
Value ($000) $494 Shares 4,905 Est. Cost $101.82 Unrealized
ATO Atmos Energy Corp 0.0%
Value ($000) $479 Shares 3,457 Est. Cost $108.44 Unrealized +14.8%
EBAY eBay Inc 0.0%
Value ($000) $479 Shares 7,356 Est. Cost $43.88 Unrealized +28.3%
NNN National Retail Properties Inc 0.0%
Value ($000) $473 Shares 9,750 Est. Cost $42.79 Unrealized
DD DuPont De Nemours Inc 0.0%
Value ($000) $469 Shares 5,260 Est. Cost $26.76 Unrealized +23.2%
PSA Public Storage REIT 0.0%
Value ($000) $468 Shares 1,286 Est. Cost $204.55 Unrealized +49.9%
AJG Arthur J Gallagher&c 0.0%
Value ($000) $464 Shares 1,650 Est. Cost $88.05 Unrealized +216.4%
IYC iShares U.S. Consumer Services ETF 0.0%
Value ($000) $454 Shares 5,168 Est. Cost $83.29 Unrealized
KHC Kraft Heinz Co 0.0%
Value ($000) $451 Shares 12,840 Est. Cost $33.39 Unrealized -4.7%
VXUS Vanguard Total International STK ETF 0.0%
Value ($000) $444 Shares 6,866 Est. Cost $53.38 Unrealized
TFC Truist Finl Corp 0.0%
Value ($000) $444 Shares 10,378 Est. Cost $39.66 Unrealized -0.2%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $442 Shares 3,111 Est. Cost $103.28 Unrealized
TSCO Tractor Supply Comp 0.0%
Value ($000) $439 Shares 1,510 Est. Cost $43.15 Unrealized +21.7%
CNI Canadian Natl Railwy F 0.0%
Value ($000) $438 Shares 3,739 Est. Cost $112.93 Unrealized +0.3%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $437 Shares 2,305 Est. Cost $143.52 Unrealized
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $433 Shares 1,325 Est. Cost $196.35 Unrealized
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $425 Shares 6,783 Est. Cost $52.44 Unrealized
MAIN Main Street Capital 0.0%
Value ($000) $421 Shares 8,400 Est. Cost $39.67 Unrealized +26.0%
EW Edwards Lifesciences 0.0%
Value ($000) $421 Shares 6,375 Est. Cost $64.94 Unrealized +11.9%
C Citigroup Inc 0.0%
Value ($000) $420 Shares 6,714 Est. Cost $44.67 Unrealized +33.0%
LAMR Lamar Advertising Co 0.0%
Value ($000) $414 Shares 3,100 Est. Cost $99.25 Unrealized
HPQ HP Inc. 0.0%
Value ($000) $413 Shares 11,431 Est. Cost $25.80 Unrealized +28.9%
SLB Schlumberger LTD F 0.0%
Value ($000) $406 Shares 9,608 Est. Cost $40.38 Unrealized +5.7%
BF/A Brown Forman Corp Class A 0.0%
Value ($000) $405 Shares 8,394 Est. Cost $61.46 Unrealized -29.3%
GNMA iShares GNMA Bond ETF 0.0%
Value ($000) $403 Shares 9,005 Est. Cost $44.27 Unrealized
TMUS T-Mobile US Inc Com 0.0%
Value ($000) $398 Shares 1,927 Est. Cost $135.90 Unrealized +37.9%
USMV iShares MSCI USA Min Vol FCTR ETF 0.0%
Value ($000) $395 Shares 4,328 Est. Cost $75.55 Unrealized
Nuveen Clifornia Qulty M 0.0%
Value ($000) $394 Shares 32,900 Est. Cost $13.65 Unrealized
PGR Progressive Co Ohio 0.0%
Value ($000) $393 Shares 1,548 Est. Cost $120.98 Unrealized +77.0%
DKNG Draftkings Inc New Class A 0.0%
Value ($000) $392 Shares 10,000 Est. Cost $14.08 Unrealized +156.5%
VIOO Vanguard S&P Small Cap 600 ETF 0.0%
Value ($000) $390 Shares 3,607 Est. Cost $122.21 Unrealized
TROW T Rowe Price Group 0.0%
Value ($000) $384 Shares 3,524 Est. Cost $89.11 Unrealized +14.7%
VTV Vanguard Value ETF 0.0%
Value ($000) $384 Shares 2,198 Est. Cost $150.69 Unrealized
GLW Corning Inc 0.0%
Value ($000) $380 Shares 8,422 Est. Cost $26.36 Unrealized +55.0%
Liberty Media Corp Del Com Liberty Live Ser C 0.0%
Value ($000) $379 Shares 7,375 Est. Cost $32.10 Unrealized
VCEB Vanguard Esg US Bond ETF 0.0%
Value ($000) $375 Shares 5,784 Est. Cost $64.64 Unrealized
SCHR Schwab Intermediate Term US TRS ETF 0.0%
Value ($000) $373 Shares 7,362 Est. Cost $49.97 Unrealized
MAC The Macerich Co REIT 0.0%
Value ($000) $365 Shares 20,000 Est. Cost $17.28 Unrealized
FMC F M C Corp 0.0%
Value ($000) $363 Shares 5,458 Est. Cost $60.69 Unrealized -6.0%
FTV Fortive Corp Disc 0.0%
Value ($000) $362 Shares 4,584 Est. Cost $49.53 Unrealized +10.4%
REGN Regeneron Pharms Inc 0.0%
Value ($000) $362 Shares 344 Est. Cost $409.75 Unrealized +170.1%
AMZA Etfis Ser TR I InfraCap MLP ETF 0.0%
Value ($000) $359 Shares 8,850 Est. Cost $33.16 Unrealized
PFG Principal Finl 0.0%
Value ($000) $357 Shares 4,155 Est. Cost $64.13 Unrealized +19.4%
VTWO Vanguard Russell 2000 ETF 0.0%
Value ($000) $353 Shares 3,950 Est. Cost $88.78 Unrealized
GPC Genuine Parts Co 0.0%
Value ($000) $352 Shares 2,504 Est. Cost $83.67 Unrealized +58.7%
CHH Choice Hotels Intl 0.0%
Value ($000) $352 Shares 2,700 Est. Cost $138.14 Unrealized -10.6%
DFAC Dimensional U S Core Equity 2 ETF 0.0%
Value ($000) $352 Shares 10,255 Est. Cost $27.91 Unrealized
SHM SPDR Nuveen Bloomberg Barclays Short Term Muni Bond ETF 0.0%
Value ($000) $350 Shares 7,271 Est. Cost $47.02 Unrealized
D Dominion Energy Inc 0.0%
Value ($000) $346 Shares 5,986 Est. Cost $56.62 Unrealized -9.6%
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $343 Shares 16,643 Est. Cost $13.57 Unrealized +35.4%
A Agilent Technologies Inc Com 0.0%
Value ($000) $340 Shares 2,290 Est. Cost $156.90 Unrealized -13.6%
SCHO Schwab Short Term US Treasury ETF 0.0%
Value ($000) $337 Shares 6,872 Est. Cost $49.74 Unrealized
NXPI NXP Semiconductors F 0.0%
Value ($000) $336 Shares 1,393 Est. Cost $113.05 Unrealized +115.9%
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.0%
Value ($000) $334 Shares 3,801 Est. Cost $67.44 Unrealized
SUSA iShares MSCI USA Esg Select ETF 0.0%
Value ($000) $332 Shares 2,760 Est. Cost $97.88 Unrealized
BN Brookfield Corp F Class A 0.0%
Value ($000) $332 Shares 6,245 Est. Cost $21.92 Unrealized +42.7%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $330 Shares 3,052 Est. Cost $122.51 Unrealized -12.2%
IBKR Interactive Brokers Class A 0.0%
Value ($000) $329 Shares 2,360 Est. Cost $16.85 Unrealized +82.3%
FAST Fastenal Co 0.0%
Value ($000) $326 Shares 4,560 Est. Cost $13.59 Unrealized +142.2%
FLEX Flextronics Intl LTD Ord SHS 0.0%
Value ($000) $324 Shares 9,700 Est. Cost $17.83 Unrealized +72.5%
BSVO Ea Bridgeway Omni SML Cap Val ETF IV 0.0%
Value ($000) $319 Shares 14,455 Est. Cost $21.30 Unrealized
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $308 Shares 3,120 Est. Cost $87.73 Unrealized
XLRE Select Sector SPDR TR Real Estate Select Sector SPDR FD 0.0%
Value ($000) $308 Shares 6,888 Est. Cost $37.11 Unrealized
CBRE Cbre Group Inc Class A 0.0%
Value ($000) $305 Shares 2,451 Est. Cost $49.75 Unrealized +119.2%
APH Amphenol Corp Class A 0.0%
Value ($000) $304 Shares 4,650 Est. Cost $49.81 Unrealized +28.6%
SYF Synchrony Finl 0.0%
Value ($000) $303 Shares 6,070 Est. Cost $34.78 Unrealized +35.8%
DIA SPDR Dow Jones Industrial Average ETF Trust 0.0%
Value ($000) $301 Shares 710 Est. Cost $336.22 Unrealized
EUSB iShares ESG Advanced TTL USD BND ETF 0.0%
Value ($000) $300 Shares 6,762 Est. Cost $42.20 Unrealized
PLD Prologis Inc. REIT 0.0%
Value ($000) $296 Shares 2,342 Est. Cost $102.64 Unrealized +15.0%
TAK Takeda Pharma Co F Sponsored ADR 0.0%
Value ($000) $296 Shares 20,781 Est. Cost $13.63 Unrealized
XLE Energy Select Sector SPDR ETF 0.0%
Value ($000) $294 Shares 3,350 Est. Cost $89.22 Unrealized
VSS VGRD FTSE All WRLD Ex US SML Cap ETF 0.0%
Value ($000) $293 Shares 2,326 Est. Cost $102.88 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $293 Shares 3,492 Est. Cost $62.33 Unrealized +17.2%
IYM iShares US Basic Materials ETF 0.0%
Value ($000) $291 Shares 1,938 Est. Cost $103.16 Unrealized
STE Steris PLC F 0.0%
Value ($000) $289 Shares 1,192 Est. Cost $210.20 Unrealized +9.9%
Nuveen Arizona QLTY MNCP 0.0%
Value ($000) $278 Shares 23,400 Est. Cost $13.84 Unrealized
MUNI PIMCO Intrmediate Muni Bond Actv ETF 0.0%
Value ($000) $275 Shares 5,191 Est. Cost $52.71 Unrealized
NOC Northrop Grumman Co 0.0%
Value ($000) $274 Shares 518 Est. Cost $423.61 Unrealized +12.8%
AYI Acuity Brands Inc 0.0%
Value ($000) $268 Shares 972 Est. Cost $203.61 Unrealized +21.6%
DOW Dow Inc 0.0%
Value ($000) $263 Shares 4,815 Est. Cost $41.18 Unrealized +16.4%
FBIN Fortune Brand Innovations Inc. 0.0%
Value ($000) $262 Shares 2,925 Est. Cost $53.05 Unrealized +40.5%
TM Toyota Motor Corp F Sponsored ADR 0.0%
Value ($000) $262 Shares 1,465 Est. Cost $167.89 Unrealized
SOLV Solventum Corp Reg SHS 0.0%
Value ($000) $258 Shares 3,705 Est. Cost $60.70 Unrealized -0.9%
ADSK Autodesk Inc 0.0%
Value ($000) $257 Shares 932 Est. Cost $160.09 Unrealized +57.2%
Discover Finl S 0.0%
Value ($000) $254 Shares 1,809 Est. Cost $105.06 Unrealized
OKE Oneok Inc 0.0%
Value ($000) $252 Shares 2,763 Est. Cost $58.09 Unrealized +40.3%
WY Weyerhaeuser Co REIT 0.0%
Value ($000) $248 Shares 7,319 Est. Cost $25.28 Unrealized +16.4%
CTVA Corteva Inc 0.0%
Value ($000) $247 Shares 4,193 Est. Cost $53.67 Unrealized +0.2%
Iteris Inc New Com 0.0%
Value ($000) $245 Shares 34,355 Est. Cost $4.01 Unrealized
VRSN Verisign Inc 0.0%
Value ($000) $237 Shares 1,250 Est. Cost $218.54 Unrealized -18.2%
LBRDA Liberty Broadband Corp Series A 0.0%
Value ($000) $235 Shares 3,063 Est. Cost $99.20 Unrealized -42.5%
LBTYK Liberty Global LTD F Class C 0.0%
Value ($000) $234 Shares 10,820 Est. Cost $9.07 Unrealized +14.0%
SPMB SPDR Port MRTGG BCKD BND ETF 0.0%
Value ($000) $233 Shares 10,341 Est. Cost $22.10 Unrealized
TMFG Motley Fool Global Opportunities ETF 0.0%
Value ($000) $232 Shares 7,310 Est. Cost $31.86 Unrealized
MMIT Iq Mackay Muni Inter ETF 0.0%
Value ($000) $222 Shares 9,030 Est. Cost $24.60 Unrealized
PGX Invesco Preferred ETF 0.0%
Value ($000) $221 Shares 17,893 Est. Cost $12.18 Unrealized
VLO Valero Energy Corp 0.0%
Value ($000) $220 Shares 1,628 Est. Cost $101.81 Unrealized +36.9%
URI United Rentals Inc 0.0%
Value ($000) $215 Shares 265 Est. Cost $361.03 Unrealized +96.9%
MPT Medical Properties REIT 0.0%
Value ($000) $214 Shares 36,100 Est. Cost $7.72 Unrealized
EXR Extra Space Storage Inc 0.0%
Value ($000) $212 Shares 1,176 Est. Cost $121.22 Unrealized +30.7%
ISCB iShares Morningstar Small Cap ETF 0.0%
Value ($000) $211 Shares 3,600 Est. Cost $81.85 Unrealized
ETR Entergy Corp 0.0%
Value ($000) $211 Shares 1,600 Est. Cost $47.94 Unrealized +18.1%
Hillenbrand Inc 0.0%
Value ($000) $209 Shares 7,533 Est. Cost $51.02 Unrealized
XLU Select Sector Uti Select SPDR ETF 0.0%
Value ($000) $209 Shares 2,590 Est. Cost $63.65 Unrealized
WING Wingstop Inc 0.0%
Value ($000) $208 Shares 500 Est. Cost $141.78 Unrealized +174.0%
ECL Ecolab Inc 0.0%
Value ($000) $208 Shares 812 Est. Cost $141.55 Unrealized +70.3%
EPI Wisdomtree India Earnings ETF 0.0%
Value ($000) $207 Shares 4,100 Est. Cost $36.01 Unrealized
FIS Fidelity Natl Info 0.0%
Value ($000) $206 Shares 2,460 Est. Cost $118.59 Unrealized -35.4%
L Loews Corp 0.0%
Value ($000) $206 Shares 2,600 Est. Cost $48.63 Unrealized +60.7%
CHD Church & Dwight Co 0.0%
Value ($000) $205 Shares 1,962 Est. Cost $93.29 Unrealized +8.1%
HBAN Huntington Bancshs 0.0%
Value ($000) $204 Shares 13,751 Est. Cost $9.88 Unrealized +35.9%
EQT EQT Corporation Com 0.0%
Value ($000) $204 Shares 5,564 Est. Cost $33.75 Unrealized -1.1%
ESGE iShares Esg Aware MSCI Em ETF 0.0%
Value ($000) $203 Shares 5,580 Est. Cost $33.74 Unrealized
SCHP Schwab US TIPS ETF 0.0%
Value ($000) $203 Shares 3,782 Est. Cost $53.60 Unrealized
PVH PVH Corporation Com 0.0%
Value ($000) $202 Shares 2,000 Est. Cost $83.99 Unrealized +18.1%
SWKS Skyworks Solutions 0.0%
Value ($000) $201 Shares 2,030 Est. Cost $92.13 Unrealized +9.2%
ESLT Elbit Systems LTD F 0.0%
Value ($000) $200 Shares 1,000 Est. Cost $182.23 Unrealized +4.2%
EFV iShares MSCI EAFE Value ETF 0.0%
Value ($000) $195 Shares 3,388 Est. Cost $45.21 Unrealized
PHO Invesco Water Resources ETF 0.0%
Value ($000) $190 Shares 2,700 Est. Cost $53.02 Unrealized
OUNZ Vaneck Merk Gold ETF 0.0%
Value ($000) $190 Shares 7,500 Est. Cost $18.83 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $190 Shares 268 Est. Cost $33.87 Unrealized +97.5%
OSBC Old Second BNCP Inc 0.0%
Value ($000) $188 Shares 12,040 Est. Cost $12.35 Unrealized +27.4%
KNSL Kinsale Cap Group Inc Com 0.0%
Value ($000) $186 Shares 400 Est. Cost $369.74 Unrealized +19.3%
FTNT Fortinet Inc 0.0%
Value ($000) $185 Shares 2,391 Est. Cost $59.33 Unrealized +15.2%
GEHC GE Healthcare Technologies 0.0%
Value ($000) $184 Shares 1,963 Est. Cost $72.88 Unrealized +14.9%
CMI Cummins Inc 0.0%
Value ($000) $181 Shares 560 Est. Cost $198.29 Unrealized +45.2%
ESGU iShares Esg Aware MSCI USA ETF 0.0%
Value ($000) $180 Shares 1,428 Est. Cost $94.91 Unrealized
OHI Omega Hlthcare Invts REIT 0.0%
Value ($000) $179 Shares 4,400 Est. Cost $37.36 Unrealized
ORLY O Reilly Automotive 0.0%
Value ($000) $178 Shares 155 Est. Cost $61.65 Unrealized +19.2%
BATRK Atlanta Braves HLDGS Inc Com Ser C 0.0%
Value ($000) $178 Shares 4,463 Est. Cost $37.85 Unrealized +10.5%
VOE Vanguard Mid Cap Value ETF 0.0%
Value ($000) $177 Shares 1,053 Est. Cost $141.85 Unrealized
IGV iShares Expanded Tech STW SCTR ETF 0.0%
Value ($000) $174 Shares 1,950 Est. Cost $140.69 Unrealized
VONG Vanguard Russell (1000 Growth Etf) 0.0%
Value ($000) $174 Shares 1,801 Est. Cost $93.95 Unrealized
Marathon Oil Corporation 0.0%
Value ($000) $172 Shares 6,468 Est. Cost $26.41 Unrealized
CLX Clorox Co 0.0%
Value ($000) $171 Shares 1,050 Est. Cost $143.33 Unrealized -1.5%
SRCE First Source Corp 0.0%
Value ($000) $171 Shares 2,850 Est. Cost $46.25 Unrealized
TPR Tapestry Inc 0.0%
Value ($000) $170 Shares 3,625 Est. Cost $38.66 Unrealized +3.8%
ESGD iShares ESG Aware MSCI EAFE ETF 0.0%
Value ($000) $170 Shares 2,014 Est. Cost $73.88 Unrealized
Lam Research Corp 0.0%
Value ($000) $169 Shares 206 Est. Cost $920.32 Unrealized
EOG Eog Resources Inc 0.0%
Value ($000) $168 Shares 1,365 Est. Cost $82.09 Unrealized +46.7%
LQD iShares iBoxx Invt Grade Bond ETF 0.0%
Value ($000) $167 Shares 1,475 Est. Cost $119.54 Unrealized
VRTX Vertex Pharmaceutica 0.0%
Value ($000) $166 Shares 357 Est. Cost $322.88 Unrealized +48.8%
MTUM iShares TR Edge MSCI USA Momentum Factor ETF 0.0%
Value ($000) $164 Shares 810 Est. Cost $138.20 Unrealized
BXP Boston Properties REIT 0.0%
Value ($000) $164 Shares 2,013 Est. Cost $85.13 Unrealized -21.9%
CADE Cadence Bank 0.0%
Value ($000) $161 Shares 5,000 Est. Cost $22.42 Unrealized +32.0%
ILMN Illumina Inc 0.0%
Value ($000) $160 Shares 1,225 Est. Cost $198.48 Unrealized -37.8%
Liberty Media Corp 0.0%
Value ($000) $160 Shares 3,222 Est. Cost $31.92 Unrealized
VOT Vanguard Mid Cap Growth ETF 0.0%
Value ($000) $159 Shares 653 Est. Cost $226.93 Unrealized
XLF Select STR Financial Select SPDR ETF 0.0%
Value ($000) $159 Shares 3,505 Est. Cost $29.02 Unrealized
O Realty Incm Corp REIT 0.0%
Value ($000) $159 Shares 2,500 Est. Cost $52.66 Unrealized +4.4%
DRI Darden Restaurants 0.0%
Value ($000) $158 Shares 962 Est. Cost $121.42 Unrealized +19.8%
OGE O G E Energy CP HLDG 0.0%
Value ($000) $156 Shares 3,800 Est. Cost $37.79 Unrealized +2.7%
MDU M D U Resources GRP 0.0%
Value ($000) $151 Shares 5,500 Est. Cost $9.45 Unrealized +44.4%
VGLT Vanguard Long Term Government Bond 0.0%
Value ($000) $151 Shares 2,460 Est. Cost $62.02 Unrealized
CHE Chemed Corp 0.0%
Value ($000) $150 Shares 250 Est. Cost $473.20 Unrealized +19.1%
ALB Albemarle Corp 0.0%
Value ($000) $150 Shares 1,575 Est. Cost $196.15 Unrealized -56.0%
DLR Digital Realty Trust REIT 0.0%
Value ($000) $150 Shares 924 Est. Cost $119.01 Unrealized +23.4%
PWR Quanta Services Inc 0.0%
Value ($000) $149 Shares 500 Est. Cost $110.40 Unrealized +139.0%
TDS Telephone & Data SYS 0.0%
Value ($000) $148 Shares 6,354 Est. Cost $19.34 Unrealized +12.6%
RGLD Royal Gold Inc 0.0%
Value ($000) $147 Shares 1,050 Est. Cost $128.67 Unrealized +6.3%
ADUS Addus Homecare Corp 0.0%
Value ($000) $146 Shares 1,100 Est. Cost $80.41 Unrealized +57.0%
SOXX iShares Semiconductor ETF IV 0.0%
Value ($000) $145 Shares 630 Est. Cost $306.01 Unrealized
WBD Warner Brothers Discover 0.0%
Value ($000) $144 Shares 17,493 Est. Cost $15.84 Unrealized -50.7%
BR Broadridge Financial Solutions 0.0%
Value ($000) $141 Shares 654 Est. Cost $147.41 Unrealized +38.7%
DHI D R Horton Co 0.0%
Value ($000) $141 Shares 740 Est. Cost $117.78 Unrealized +47.0%
CEG Constellation Energy Corp Com 0.0%
Value ($000) $141 Shares 542 Est. Cost $50.44 Unrealized +290.8%
ARI Apollo Coml Real Estate Fin Inc Com 0.0%
Value ($000) $140 Shares 14,825 Est. Cost $11.69 Unrealized
VEEV Veeva Systems Inc Class A 0.0%
Value ($000) $139 Shares 660 Est. Cost $188.42 Unrealized +4.9%
SHOP Shopify Inc F Class A 0.0%
Value ($000) $136 Shares 1,700 Est. Cost $55.67 Unrealized +24.1%
WDAY Workday Inc Com 0.0%
Value ($000) $134 Shares 550 Est. Cost $240.51 Unrealized -1.8%
WU Western Union Co 0.0%
Value ($000) $133 Shares 11,170 Est. Cost $22.92 Unrealized
BIV Vanguard Intermediate Term Bond ETF 0.0%
Value ($000) $130 Shares 1,665 Est. Cost $77.52 Unrealized
IYE iShares US Energy ETF 0.0%
Value ($000) $130 Shares 2,805 Est. Cost $41.13 Unrealized
TotalEnergies SE 0.0%
Value ($000) $130 Shares 1,978 Est. Cost $53.10 Unrealized
iShares Ibonds Dec 2024 TRM ETF 0.0%
Value ($000) $129 Shares 5,125 Est. Cost $24.64 Unrealized
BOTZ Global X Robotics/Artificial Intelligence 0.0%
Value ($000) $129 Shares 4,000 Est. Cost $28.53 Unrealized
BHP BHP Group LTD F Sponsored ADR 0.0%
Value ($000) $128 Shares 2,008 Est. Cost $60.90 Unrealized
TD Toronto-Dominion BK F 0.0%
Value ($000) $127 Shares 2,015 Est. Cost $69.56 Unrealized -15.0%
MDYV SPDR S&P 400 Mid Cap Value ETF 0.0%
Value ($000) $127 Shares 1,602 Est. Cost $65.00 Unrealized
CNS Cohen & Steers Inc 0.0%
Value ($000) $127 Shares 1,319 Est. Cost $72.83 Unrealized +12.1%
LNC Lincoln National Co 0.0%
Value ($000) $126 Shares 4,000 Est. Cost $32.13 Unrealized -10.3%
NUDM Nuveen Esg Inter DVLP MKT Eqy ETF 0.0%
Value ($000) $126 Shares 3,735 Est. Cost $25.80 Unrealized
HR Healthcare Realty Trust Class A 0.0%
Value ($000) $126 Shares 6,922 Est. Cost $18.86 Unrealized
IP International Paper 0.0%
Value ($000) $125 Shares 2,567 Est. Cost $37.65 Unrealized +17.4%
EXE Chesapeake Energy Co 0.0%
Value ($000) $123 Shares 1,495 Est. Cost $73.57 Unrealized -0.4%
KNF Knife River HLDG Co 0.0%
Value ($000) $123 Shares 1,375 Est. Cost $44.43 Unrealized +75.7%
ISTB iShares Core 1 5 Year Usd Bond ETF 0.0%
Value ($000) $122 Shares 2,500 Est. Cost $47.60 Unrealized
PRF Invesco Exchange Traded FD TR FTSE Rafi 1000 0.0%
Value ($000) $121 Shares 2,973 Est. Cost $51.17 Unrealized
WAFD Washington Federal 0.0%
Value ($000) $120 Shares 3,443 Est. Cost $29.01 Unrealized +10.9%
BMO Bank Montreal Que F 0.0%
Value ($000) $120 Shares 1,330 Est. Cost $97.56 Unrealized -16.8%
MAA Mid-America Apartment Communities Inc 0.0%
Value ($000) $119 Shares 750 Est. Cost $135.38 Unrealized +6.9%
ES Eversource Energy 0.0%
Value ($000) $119 Shares 1,746 Est. Cost $72.86 Unrealized -17.2%
IEI iShares 3-7 Year Trery Bond ETF 0.0%
Value ($000) $118 Shares 988 Est. Cost $117.16 Unrealized
INFY Infosys LTD F Sponsored ADR 0.0%
Value ($000) $118 Shares 5,280 Est. Cost $24.89 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $113 Shares 1,013 Est. Cost $59.91 Unrealized +64.8%
PHM Pultegroup Inc 0.0%
Value ($000) $112 Shares 782 Est. Cost $83.54 Unrealized +50.5%
BSX Boston Scientific Co 0.0%
Value ($000) $112 Shares 1,338 Est. Cost $49.73 Unrealized +58.5%
VPC Virtus Private Credit Strategy ETF 0.0%
Value ($000) $112 Shares 5,000 Est. Cost $22.35 Unrealized
PAGP Plains GP HLDGS L P LTD Partner Int CL A New Int 0.0%
Value ($000) $111 Shares 6,000 Est. Cost $14.83 Unrealized
NOW Servicenow Inc Com 0.0%
Value ($000) $110 Shares 123 Est. Cost $121.98 Unrealized +34.8%
AZN Astrazeneca PLC F Sponsored ADR 0.0%
Value ($000) $110 Shares 1,410 Est. Cost $67.38 Unrealized
LFUS Littelfuse Inc 0.0%
Value ($000) $109 Shares 410 Est. Cost $265.35 Unrealized -2.9%
FFBC First Finl Bancorp 0.0%
Value ($000) $109 Shares 4,307 Est. Cost $21.28 Unrealized +11.9%
AEE Ameren Corp 0.0%
Value ($000) $107 Shares 1,229 Est. Cost $77.82 Unrealized -1.3%
DFAS Dimensional U S Small Cap ETF 0.0%
Value ($000) $107 Shares 1,645 Est. Cost $56.06 Unrealized
MEDP Medpace Holdings Inc 0.0%
Value ($000) $106 Shares 317 Est. Cost $293.43 Unrealized +29.5%
TFI SPDR Nuveen Bloomberg Barclays Municipal Bond 0.0%
Value ($000) $104 Shares 2,226 Est. Cost $47.28 Unrealized
ZBRA Zebra Technologies Class A 0.0%
Value ($000) $104 Shares 281 Est. Cost $459.42 Unrealized -26.9%
EEMV Ishs MSCI Emerg MRKT Min Vol FCT ETF 0.0%
Value ($000) $103 Shares 1,640 Est. Cost $62.34 Unrealized
RXL ProShares Ultra Health Care ETF 0.0%
Value ($000) $102 Shares 912 Est. Cost $102.35 Unrealized
CHKP Check PT Software F 0.0%
Value ($000) $102 Shares 530 Est. Cost $130.56 Unrealized +40.3%
EL Estee Lauder Co Inc Class A 0.0%
Value ($000) $102 Shares 1,024 Est. Cost $196.57 Unrealized -53.1%
IDXX Idexx Labs Inc 0.0%
Value ($000) $101 Shares 200 Est. Cost $512.42 Unrealized -5.2%
SCHC Schwab Internatnal Small Cap Eqy ETF 0.0%
Value ($000) $100 Shares 2,590 Est. Cost $37.26 Unrealized
NTR Nutrien LTD F 0.0%
Value ($000) $100 Shares 2,051 Est. Cost $65.82 Unrealized -29.9%
SCHH Charles Schwab US REIT ETF 0.0%
Value ($000) $100 Shares 4,301 Est. Cost $20.02 Unrealized
TCPC BlackRock TCP 0.0%
Value ($000) $99 Shares 12,000 Est. Cost $10.67 Unrealized -9.9%
ROST Ross Stores Inc 0.0%
Value ($000) $99 Shares 656 Est. Cost $95.16 Unrealized +52.7%
WTRG Essential Utils Inc 0.0%
Value ($000) $98 Shares 2,531 Est. Cost $48.23 Unrealized -18.5%
DELL Dell Technologies 0.0%
Value ($000) $96 Shares 810 Est. Cost $100.22 Unrealized +13.6%
GM General Motors Co 0.0%
Value ($000) $96 Shares 2,134 Est. Cost $50.12 Unrealized -8.9%
RIVN Rivian Automotive Inc Class A 0.0%
Value ($000) $94 Shares 8,420 Est. Cost $17.28 Unrealized -16.8%
MGK Vanguard Mega Cap Growth ETF 0.0%
Value ($000) $93 Shares 288 Est. Cost $179.72 Unrealized
PAYX Paychex Inc 0.0%
Value ($000) $92 Shares 688 Est. Cost $108.93 Unrealized +11.9%
XIFR Nextera Energy Partners LP 0.0%
Value ($000) $92 Shares 3,317 Est. Cost $60.36 Unrealized -57.0%
FVD First Trust Value Line Dividend ETF 0.0%
Value ($000) $91 Shares 2,000 Est. Cost $40.87 Unrealized
IAC IAC/Interactivecorp New Com New 0.0%
Value ($000) $90 Shares 1,680 Est. Cost $45.81 Unrealized -9.1%
SW Smurfit Westrock LTD F 0.0%
Value ($000) $90 Shares 1,822 Est. Cost $43.84 Unrealized 0.0%
SCHK Schwab 1000 Index ETF 0.0%
Value ($000) $90 Shares 1,623 Est. Cost $55.27 Unrealized
J Jacobs Solutions Inc 0.0%
Value ($000) $89 Shares 682 Est. Cost $101.45 Unrealized +17.3%
XLI Select Sector Industrial SPDR ETF 0.0%
Value ($000) $89 Shares 655 Est. Cost $108.88 Unrealized
AMX America Movil SAB F Sponsored ADR 0.0%
Value ($000) $88 Shares 5,400 Est. Cost $21.05 Unrealized
XEL Xcel Energy Inc Minn 0.0%
Value ($000) $88 Shares 1,341 Est. Cost $59.91 Unrealized -5.6%
CRBN iShares TR MSCI Acwi Low Carbon Target ETF 0.0%
Value ($000) $86 Shares 440 Est. Cost $159.67 Unrealized
DFIV Dimensional International Val ETF 0.0%
Value ($000) $86 Shares 2,248 Est. Cost $33.86 Unrealized
HYG iShares iBoxx High Yield Bond ETF 0.0%
Value ($000) $85 Shares 1,058 Est. Cost $76.93 Unrealized
JKHY Jack Henry & Assoc 0.0%
Value ($000) $83 Shares 470 Est. Cost $150.31 Unrealized +10.5%
SPDW SPDR Portfolio DVLPD WRLD Ex-US ETF 0.0%
Value ($000) $83 Shares 2,207 Est. Cost $30.46 Unrealized
BlackRock Core Bond CF 0.0%
Value ($000) $83 Shares 6,875 Est. Cost $13.13 Unrealized
KLAC Kla Corp 0.0%
Value ($000) $82 Shares 106 Est. Cost $625.83 Unrealized +23.8%
IDU iShares U.S. Utilities ETF 0.0%
Value ($000) $82 Shares 800 Est. Cost $83.67 Unrealized
Hess Corporation Com 0.0%
Value ($000) $81 Shares 600 Est. Cost $136.85 Unrealized
CAG Conagra Brands Inc 0.0%
Value ($000) $81 Shares 2,500 Est. Cost $31.32 Unrealized -9.9%
SXT Sensient Technologie 0.0%
Value ($000) $80 Shares 1,000 Est. Cost $84.25 Unrealized -9.9%
GPN Global Payments Inc 0.0%
Value ($000) $80 Shares 783 Est. Cost $130.48 Unrealized -21.7%
AL Air Lease Corp Class A 0.0%
Value ($000) $80 Shares 1,757 Est. Cost $35.98 Unrealized +23.8%
Linde PLC F 0.0%
Value ($000) $80 Shares 167 Est. Cost $172.97 Unrealized
TECB iShares US Tech BRKTHRGH MLTSCTR ETF 0.0%
Value ($000) $80 Shares 1,552 Est. Cost $43.18 Unrealized
IT Gartner Inc 0.0%
Value ($000) $79 Shares 156 Est. Cost $285.72 Unrealized +68.3%
AGCO A G C O Corp 0.0%
Value ($000) $78 Shares 800 Est. Cost $109.55 Unrealized -16.5%
Cohen Steers Total Retur 0.0%
Value ($000) $78 Shares 5,975 Est. Cost $15.47 Unrealized
BP BP PLC F Sponsored ADR 0.0%
Value ($000) $77 Shares 2,466 Est. Cost $31.39 Unrealized
SMH Vaneck Vectors Semiconductor ETF 0.0%
Value ($000) $77 Shares 315 Est. Cost $211.02 Unrealized
VFC VF Corp 0.0%
Value ($000) $77 Shares 3,856 Est. Cost $47.30 Unrealized -64.6%
AFG American Financial Group, Inc 0.0%
Value ($000) $77 Shares 571 Est. Cost $101.44 Unrealized +14.6%
SNPS Synopsys Inc 0.0%
Value ($000) $76 Shares 150 Est. Cost $311.80 Unrealized +72.1%
EQR Equity Residential REIT 0.0%
Value ($000) $76 Shares 1,006 Est. Cost $75.29 Unrealized -9.6%
SNA Snap On Inc 0.0%
Value ($000) $75 Shares 260 Est. Cost $193.02 Unrealized +37.7%
NVT Nvent Electric PLC F 0.0%
Value ($000) $75 Shares 1,066 Est. Cost $48.66 Unrealized +39.6%
ROP Roper Technologies 0.0%
Value ($000) $75 Shares 134 Est. Cost $459.55 Unrealized +18.5%
VOOG Vanguard S&P 500 Growth ETF 0.0%
Value ($000) $74 Shares 214 Est. Cost $230.01 Unrealized
SU Suncor Energy Inc F 0.0%
Value ($000) $74 Shares 2,000 Est. Cost $27.14 Unrealized +36.7%
HACK Etfmg Prime Cyber Security ETF 0.0%
Value ($000) $74 Shares 1,080 Est. Cost $64.11 Unrealized
Walgreens Boots Alliance 0.0%
Value ($000) $73 Shares 8,170 Est. Cost $50.13 Unrealized
RCL Royal Caribbean Group F 0.0%
Value ($000) $72 Shares 407 Est. Cost $105.91 Unrealized +50.4%
UBER Uber Technologies Inc 0.0%
Value ($000) $72 Shares 954 Est. Cost $63.59 Unrealized +10.7%
SAFT Safety Ins Group Inc Com 0.0%
Value ($000) $72 Shares 875 Est. Cost $85.36 Unrealized -3.6%
Southwestern Energy Co. 0.0%
Value ($000) $71 Shares 10,000 Est. Cost $6.63 Unrealized
DLN Wisdomtree US Largecap Dividend ETF 0.0%
Value ($000) $71 Shares 900 Est. Cost $65.72 Unrealized
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.0%
Value ($000) $70 Shares 1,542 Est. Cost $42.73 Unrealized
GFI Gold Fields LTD ADR 0.0%
Value ($000) $70 Shares 4,550 Est. Cost $10.86 Unrealized
EBF Ennis Inc 0.0%
Value ($000) $70 Shares 2,871 Est. Cost $13.81 Unrealized +38.6%
GDXJ Vaneck Junior Gold Miners ETF 0.0%
Value ($000) $68 Shares 1,400 Est. Cost $32.23 Unrealized
BlackRock Municipal Income Trust Ii 0.0%
Value ($000) $68 Shares 6,000 Est. Cost $10.72 Unrealized
ITT ITT Inc 0.0%
Value ($000) $68 Shares 452 Est. Cost $105.13 Unrealized +29.5%
KNX Knight Swift Transportat Class A 0.0%
Value ($000) $67 Shares 1,237 Est. Cost $52.63 Unrealized -3.7%
OEF iShares S&P 100 Index 0.0%
Value ($000) $67 Shares 241 Est. Cost $264.30 Unrealized
ING ING Groep ADR Rep 1 Or F Sponsored ADR 0.0%
Value ($000) $66 Shares 3,656 Est. Cost $10.43 Unrealized
ICF iShares Cohen And Steers REIT ETF 0.0%
Value ($000) $66 Shares 1,000 Est. Cost $71.01 Unrealized
KMX Carmax Inc 0.0%
Value ($000) $65 Shares 845 Est. Cost $107.40 Unrealized -26.4%
GVI iShares Barclays Int Govt/Credit Bond ETF 0.0%
Value ($000) $65 Shares 610 Est. Cost $103.91 Unrealized
RSP Invesco S&P 500 Equal Weight ETF 0.0%
Value ($000) $65 Shares 363 Est. Cost $160.41 Unrealized
TFX Teleflex Incorporate 0.0%
Value ($000) $65 Shares 262 Est. Cost $257.91 Unrealized -10.7%
CTSH Cognizant Tech Solu Class A 0.0%
Value ($000) $64 Shares 832 Est. Cost $64.24 Unrealized +13.4%
LUV Southwest Airlines 0.0%
Value ($000) $64 Shares 2,156 Est. Cost $35.07 Unrealized -23.5%
BKR Baker Hughes Co. Class A 0.0%
Value ($000) $64 Shares 1,766 Est. Cost $27.68 Unrealized +23.3%
TCW Strategic Income CF 0.0%
Value ($000) $62 Shares 12,000 Est. Cost $4.99 Unrealized
CRUS Cirrus Logic Inc 0.0%
Value ($000) $62 Shares 500 Est. Cost $103.28 Unrealized +28.2%
MGV Vanguard Mega Cap Value 0.0%
Value ($000) $61 Shares 476 Est. Cost $97.64 Unrealized
LULU Lululemon Athletica 0.0%
Value ($000) $61 Shares 225 Est. Cost $346.94 Unrealized -23.5%
IBDS iShares Ibonds Dec 2027 Term Corporate ETF 0.0%
Value ($000) $61 Shares 2,500 Est. Cost $23.48 Unrealized
BlackRock Credit All Inc TR IV 0.0%
Value ($000) $61 Shares 5,380 Est. Cost $10.58 Unrealized
IAU iShares Gold TR iShares New 0.0%
Value ($000) $61 Shares 1,220 Est. Cost $34.55 Unrealized
CNQ Canadian Natural Res LTD 0.0%
Value ($000) $60 Shares 1,800 Est. Cost $28.88 Unrealized +14.8%
Cohen & Steers Quality Income RLTY FD Inc Com 0.0%
Value ($000) $60 Shares 4,225 Est. Cost $15.99 Unrealized
VICI Vici Properties Inc 0.0%
Value ($000) $60 Shares 1,773 Est. Cost $27.42 Unrealized +6.3%
IJK iShares S&P Midcap 400 Growth ETF 0.0%
Value ($000) $60 Shares 650 Est. Cost $80.71 Unrealized
Atlantica Sustainable Infrastructure 0.0%
Value ($000) $59 Shares 2,700 Est. Cost $23.94 Unrealized
TT Trane Technologies PLC F 0.0%
Value ($000) $59 Shares 152 Est. Cost $159.76 Unrealized +114.7%
GRMN Garmin LTD 0.0%
Value ($000) $59 Shares 335 Est. Cost $127.62 Unrealized +32.3%
KNTK Kinetik Holdings Inc Class A 0.0%
Value ($000) $59 Shares 1,300 Est. Cost $35.18 Unrealized +23.0%
IUSV iShares Core (S&P US Value Etf) 0.0%
Value ($000) $58 Shares 611 Est. Cost $88.13 Unrealized
Cushman Wakefield PLC SHS 0.0%
Value ($000) $58 Shares 4,270 Est. Cost $20.51 Unrealized
AVA Avista Corp 0.0%
Value ($000) $58 Shares 1,500 Est. Cost $36.52 Unrealized -3.4%
FRT Federal Realty Invt TR REIT 0.0%
Value ($000) $57 Shares 500 Est. Cost $91.13 Unrealized +14.8%
BOND PIMCO Active Bond ETF 0.0%
Value ($000) $57 Shares 605 Est. Cost $104.50 Unrealized
FXO First Trust Financials Alphadex ETF 0.0%
Value ($000) $56 Shares 1,100 Est. Cost $45.91 Unrealized
SM SM Energy Co 0.0%
Value ($000) $56 Shares 1,400 Est. Cost $33.28 Unrealized +24.4%
RPM RPM Intl Inc 0.0%
Value ($000) $56 Shares 459 Est. Cost $85.82 Unrealized +34.9%
GSK Glaxo Wellcome PLC Spon ADR 0.0%
Value ($000) $54 Shares 1,319 Est. Cost $29.80 Unrealized
MBC Masterbrand Inc 0.0%
Value ($000) $54 Shares 2,925 Est. Cost $8.19 Unrealized +98.9%
CHDN Churchill Downs Inc 0.0%
Value ($000) $54 Shares 400 Est. Cost $135.47 Unrealized +1.4%
DGRW Wisdomtree US Quality Dividend Growth ETF 0.0%
Value ($000) $53 Shares 637 Est. Cost $70.59 Unrealized
TRP TC Energy Corp F 0.0%
Value ($000) $53 Shares 1,113 Est. Cost $35.87 Unrealized +15.1%
PIPR Piper Sandler Companies 0.0%
Value ($000) $53 Shares 186 Est. Cost $145.50 Unrealized +79.8%
IRM Iron MTN Inc New REIT 0.0%
Value ($000) $53 Shares 440 Est. Cost $55.64 Unrealized +83.5%
MNST Monster Beverage Corpora 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $46.78 Unrealized +5.9%
FMX Fomento Economico Mexi F Sponsored ADR 0.0%
Value ($000) $52 Shares 525 Est. Cost $82.85 Unrealized
BATRA Atlanta Braves Holdings 0.0%
Value ($000) $52 Shares 1,225 Est. Cost $42.37 Unrealized +4.5%
Ishr Ibnd Dec 2025 TRM ETF 0.0%
Value ($000) $51 Shares 2,048 Est. Cost $24.38 Unrealized
ROBO Robo Global Robotics And Automation Index ETF 0.0%
Value ($000) $51 Shares 900 Est. Cost $58.60 Unrealized
QSR Restaurant Brands International Inc 0.0%
Value ($000) $51 Shares 698 Est. Cost $75.05 Unrealized -6.4%
ULTA Ulta Beauty Inc 0.0%
Value ($000) $51 Shares 130 Est. Cost $489.83 Unrealized -23.4%
Eaton Vance Tax Man GL D 0.0%
Value ($000) $50 Shares 5,750 Est. Cost $8.15 Unrealized
HLT Hilton Worldwide 0.0%
Value ($000) $50 Shares 217 Est. Cost $151.28 Unrealized +42.6%
VNT Vontier Corp 0.0%
Value ($000) $50 Shares 1,482 Est. Cost $28.63 Unrealized +24.2%
PJP Invesco Dynamic Pharmaceuticals ETF 0.0%
Value ($000) $50 Shares 574 Est. Cost $79.58 Unrealized
SPYG SPDR S&P 500 Growth ETF 0.0%
Value ($000) $50 Shares 600 Est. Cost $73.15 Unrealized
FE Firstenergy Corp 0.0%
Value ($000) $50 Shares 1,121 Est. Cost $39.16 Unrealized +1.7%
RSG Republic Services 0.0%
Value ($000) $49 Shares 244 Est. Cost $121.09 Unrealized +63.5%
BAM Brookfiled Asset Manag F Class A 0.0%
Value ($000) $49 Shares 1,035 Est. Cost $27.10 Unrealized +48.0%
BKH Black Hills Corp 0.0%
Value ($000) $49 Shares 800 Est. Cost $55.83 Unrealized -2.6%
CACC Credit Accept Corp 0.0%
Value ($000) $49 Shares 110 Est. Cost $544.73 Unrealized -9.8%
UVE Universal Insurance 0.0%
Value ($000) $49 Shares 2,200 Est. Cost $16.57 Unrealized +21.8%
ALC Alcon Inc F 0.0%
Value ($000) $48 Shares 479 Est. Cost $73.52 Unrealized +27.5%
FUL Fuller Co H B 0050 0.0%
Value ($000) $48 Shares 600 Est. Cost $66.88 Unrealized +18.7%
VGK Vanguard FTSE Europe ETF 0.0%
Value ($000) $47 Shares 664 Est. Cost $71.08 Unrealized
FTAI Ftai Fin Holdco LTD F 0.0%
Value ($000) $47 Shares 355 Est. Cost $38.87 Unrealized +187.8%
DINO HF Sinclair Corp Com 0.0%
Value ($000) $46 Shares 1,039 Est. Cost $30.32 Unrealized +47.1%
SHE SPDR Ssga Gender Diversity ETF 0.0%
Value ($000) $45 Shares 400 Est. Cost $88.04 Unrealized
RVMD Revolution Medicines Inc 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $29.64 Unrealized +46.9%
HST Host Hotels & Resort 0.0%
Value ($000) $45 Shares 2,543 Est. Cost $17.40 Unrealized -8.4%
PLXS Plexus Corp 0.0%
Value ($000) $45 Shares 330 Est. Cost $83.25 Unrealized +45.8%
CLF Cleveland-Cliffs Inc 0.0%
Value ($000) $45 Shares 3,500 Est. Cost $15.86 Unrealized -14.4%
IBDV iShares Ibnd Dec 2030 TRM Cop ETF IV 0.0%
Value ($000) $44 Shares 2,000 Est. Cost $21.20 Unrealized
IR Ingersoll Rand Inc 0.0%
Value ($000) $44 Shares 450 Est. Cost $65.40 Unrealized +41.9%
HOMB Home Bancshares 0.0%
Value ($000) $44 Shares 1,616 Est. Cost $23.66 Unrealized +12.5%
DNLI Denali Therapeutics I N 0.0%
Value ($000) $44 Shares 1,500 Est. Cost $42.49 Unrealized -41.7%
BC Brunswick Corp 0.0%
Value ($000) $44 Shares 520 Est. Cost $79.05 Unrealized -5.3%
PKG Packaging Corp Of Am 0.0%
Value ($000) $43 Shares 200 Est. Cost $134.02 Unrealized +43.2%
IGM iShares Expanded Tech Sector ETF 0.0%
Value ($000) $43 Shares 450 Est. Cost $136.59 Unrealized
CG Carlyle Group Inc 0.0%
Value ($000) $43 Shares 1,001 Est. Cost $26.64 Unrealized +50.7%
LPX Louisiana Pacific Corporation 0.0%
Value ($000) $43 Shares 400 Est. Cost $61.84 Unrealized +52.5%
PLTR Palantir Technologies In Class A 0.0%
Value ($000) $43 Shares 1,150 Est. Cost $19.65 Unrealized +56.2%
SLYV SPDR S&P 600 Small Cap Value ETF 0.0%
Value ($000) $43 Shares 492 Est. Cost $83.10 Unrealized
IUSG iShares Core (S&P US Growth Etf) 0.0%
Value ($000) $42 Shares 322 Est. Cost $127.48 Unrealized
FDN First Trust Internet Index CF ETF 0.0%
Value ($000) $42 Shares 200 Est. Cost $187.88 Unrealized
RF Regions Financial 0.0%
Value ($000) $42 Shares 1,795 Est. Cost $19.77 Unrealized +4.2%
WOR Worthington Inds Inc 0.0%
Value ($000) $42 Shares 1,012 Est. Cost $34.54 Unrealized +31.8%
RITM Rithm Capital Corporation 0.0%
Value ($000) $42 Shares 3,690 Est. Cost $9.60 Unrealized
WYY Widepoint Corp 0.0%
Value ($000) $42 Shares 11,825 Est. Cost $4.06 Unrealized -9.5%
DFAT Dimensional ETF TR U S Target Value ETF 0.0%
Value ($000) $42 Shares 749 Est. Cost $52.88 Unrealized
FNDF Schwab Fundamental Intl LG Co ETF 0.0%
Value ($000) $42 Shares 1,114 Est. Cost $29.07 Unrealized
USRT iShares Core US REIT ETF 0.0%
Value ($000) $41 Shares 670 Est. Cost $55.53 Unrealized
FTRE Fortrea HLDGS Inc 0.0%
Value ($000) $41 Shares 2,058 Est. Cost $29.46 Unrealized -20.2%
PPL PPL Corp 0.0%
Value ($000) $41 Shares 1,219 Est. Cost $25.07 Unrealized +16.6%
EMN Eastman Chemical Co 0.0%
Value ($000) $41 Shares 360 Est. Cost $100.97 Unrealized -6.7%
F Ford Motor Co 0.0%
Value ($000) $40 Shares 3,814 Est. Cost $13.01 Unrealized -19.8%
EMB iShares JPMorgan Usd MTS Bond ETF 0.0%
Value ($000) $40 Shares 428 Est. Cost $88.94 Unrealized
VIGI Vanguard Intl Divdend Aprectn ETF IV 0.0%
Value ($000) $40 Shares 450 Est. Cost $88.28 Unrealized
HAL Halliburton Co HLDG 0.0%
Value ($000) $40 Shares 1,365 Est. Cost $30.18 Unrealized +0.5%
ADM Archer Daniels Midland C 0.0%
Value ($000) $39 Shares 656 Est. Cost $70.02 Unrealized -17.4%
Dynavax Techs Co 0.0%
Value ($000) $39 Shares 3,500 Est. Cost $14.23 Unrealized
IJT iShares S&P Small-Cap 600 Growth ETF 0.0%
Value ($000) $39 Shares 279 Est. Cost $125.60 Unrealized
ESML iShares Esg Aware MSCI USA Small Cap ETF 0.0%
Value ($000) $38 Shares 915 Est. Cost $38.04 Unrealized
CECO Ceco Environmental 0.0%
Value ($000) $38 Shares 1,355 Est. Cost $8.02 Unrealized +251.0%
Stericycle Inc 0.0%
Value ($000) $38 Shares 621 Est. Cost $55.90 Unrealized
GNTX Gentex Corp 0.0%
Value ($000) $38 Shares 1,275 Est. Cost $31.10 Unrealized -0.1%
Tekla HLTHCR Inv 0.0%
Value ($000) $38 Shares 2,024 Est. Cost $20.77 Unrealized
HOLX Hologic Inc 0.0%
Value ($000) $37 Shares 460 Est. Cost $69.63 Unrealized +14.9%
RY Royal Bank Of Canada F 0.0%
Value ($000) $37 Shares 300 Est. Cost $112.12 Unrealized +2.4%
WEN Wendy's Company 0.0%
Value ($000) $37 Shares 2,122 Est. Cost $22.21 Unrealized -23.3%
XRAY Dentsply Sirona Inc 0.0%
Value ($000) $37 Shares 1,350 Est. Cost $52.87 Unrealized -51.7%
DTD Wisdomtree Total Dividend 0.0%
Value ($000) $37 Shares 477 Est. Cost $70.72 Unrealized
NLY Annaly Capital Management Inc 0.0%
Value ($000) $37 Shares 1,762 Est. Cost $20.15 Unrealized
DECK Deckers Outdoor Corp 0.0%
Value ($000) $36 Shares 228 Est. Cost $152.70 Unrealized -0.1%
XJH Ishs Esg Screen S And P Mid Cap ETF 0.0%
Value ($000) $36 Shares 850 Est. Cost $34.48 Unrealized
PWZ Invesco California Amt-Free Municipal Bond 0.0%
Value ($000) $36 Shares 1,430 Est. Cost $25.80 Unrealized
SUI Sun Communities REIT 0.0%
Value ($000) $36 Shares 261 Est. Cost $176.17 Unrealized
STRV Strive 500 ETF 0.0%
Value ($000) $35 Shares 955 Est. Cost $33.66 Unrealized
HASI Hannon Armstrong Sustainable 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $35.85 Unrealized -17.6%
WS Worthington Steel Inc 0.0%
Value ($000) $34 Shares 1,012 Est. Cost $27.30 Unrealized +25.8%
HLI Houlihan Lokey Inc Class A 0.0%
Value ($000) $34 Shares 217 Est. Cost $78.20 Unrealized +87.5%
WDC Western Digital Corp 0.0%
Value ($000) $34 Shares 500 Est. Cost $27.71 Unrealized +81.6%
CNC Centene Corp 0.0%
Value ($000) $34 Shares 452 Est. Cost $82.02 Unrealized -10.6%
Berry Global Group 0.0%
Value ($000) $34 Shares 500 Est. Cost $64.34 Unrealized
VSH Vishay Intertech 0.0%
Value ($000) $34 Shares 1,787 Est. Cost $22.08 Unrealized -9.0%
Brookfield Renewable C F Class A 0.0%
Value ($000) $33 Shares 1,025 Est. Cost $29.08 Unrealized
CVE Cenovus Energy Inc F 0.0%
Value ($000) $33 Shares 2,000 Est. Cost $13.81 Unrealized +29.6%
APA APA Corporation Com 0.0%
Value ($000) $33 Shares 1,350 Est. Cost $37.53 Unrealized -29.8%
EQIX Equinix Inc 0.0%
Value ($000) $33 Shares 37 Est. Cost $733.38 Unrealized +8.4%
XMVFX BlackRock Munivest CF 0.0%
Value ($000) $33 Shares 4,303 Est. Cost $8.19 Unrealized
FIW First Trust Ise Water Index ETF 0.0%
Value ($000) $33 Shares 300 Est. Cost $86.38 Unrealized
CURE DRXN Daily Healthcre Bull 3X SHS ETF 0.0%
Value ($000) $33 Shares 245 Est. Cost $130.47 Unrealized
COF Capital One FC 0.0%
Value ($000) $33 Shares 218 Est. Cost $104.35 Unrealized +34.0%
KD Kyndryl Holdings Inc 0.0%
Value ($000) $33 Shares 1,415 Est. Cost $14.92 Unrealized +63.4%
AEG Aegon LTD ADR F Sponsored ADR 0.0%
Value ($000) $32 Shares 5,000 Est. Cost $5.78 Unrealized
GDX Market Vectors Gold Miner ETF 0.0%
Value ($000) $32 Shares 800 Est. Cost $26.91 Unrealized
LNG Cheniere Energy Inc 0.0%
Value ($000) $32 Shares 177 Est. Cost $159.21 Unrealized +13.0%
TXRH Texas Roadhouse Class A 0.0%
Value ($000) $32 Shares 180 Est. Cost $86.51 Unrealized +90.9%
IAT iShares US Regional Banks ETF IV 0.0%
Value ($000) $32 Shares 663 Est. Cost $42.28 Unrealized
SNY Sanofi S A F Sponsored ADR 0.0%
Value ($000) $31 Shares 540 Est. Cost $50.02 Unrealized
TER Teradyne Inc 0.0%
Value ($000) $31 Shares 229 Est. Cost $102.41 Unrealized +30.8%
VAC Marriott Vacations 0.0%
Value ($000) $30 Shares 410 Est. Cost $157.60 Unrealized -51.0%
EA Electronic Arts Inc 0.0%
Value ($000) $30 Shares 210 Est. Cost $130.08 Unrealized +10.7%
MLKN Miller Herman Inc 0.0%
Value ($000) $30 Shares 1,200 Est. Cost $32.30 Unrealized -18.4%
DXYZ Destiny Tech 100 Inc 0.0%
Value ($000) $30 Shares 3,000 Est. Cost $15.22 Unrealized
Barrick Gold Corp F 0.0%
Value ($000) $30 Shares 1,500 Est. Cost $14.55 Unrealized
BBDC Barings BDC Inc 0.0%
Value ($000) $29 Shares 3,000 Est. Cost $6.92 Unrealized +21.1%
IMCG iShares Morningstar Mid Cap Growth ETF 0.0%
Value ($000) $29 Shares 400 Est. Cost $64.90 Unrealized
WSM Williams Sonoma 0.0%
Value ($000) $29 Shares 188 Est. Cost $105.01 Unrealized +33.9%
FNDA Schwab Fundamental US Small Com ETF 0.0%
Value ($000) $29 Shares 486 Est. Cost $46.72 Unrealized
KTB Kontoor Brands Inc 0.0%
Value ($000) $29 Shares 352 Est. Cost $43.03 Unrealized +65.9%
SPYV SPDR Portfolio S&P 500 Value ETF 0.0%
Value ($000) $29 Shares 544 Est. Cost $46.73 Unrealized
RBC RBC Bearings Inc Com 0.0%
Value ($000) $29 Shares 96 Est. Cost $177.51 Unrealized +62.1%
HYS PIMCO 0-5 Year High YLD BND Idx ETF 0.0%
Value ($000) $29 Shares 300 Est. Cost $95.46 Unrealized
NDAQ Nasdaq OMX Group Inc 0.0%
Value ($000) $28 Shares 384 Est. Cost $59.38 Unrealized +12.9%
KTOS Kratos Def & Sec Sol 0.0%
Value ($000) $28 Shares 1,200 Est. Cost $18.25 Unrealized +18.5%
VYX NCR Corp 0.0%
Value ($000) $28 Shares 2,054 Est. Cost $24.57 Unrealized -45.6%
VRSK Verisk Analytics Inc Class A 0.0%
Value ($000) $28 Shares 104 Est. Cost $189.67 Unrealized +41.4%
Nuveen PFD & Incm Opportnys FD 0.0%
Value ($000) $28 Shares 3,419 Est. Cost $6.76 Unrealized
BlackRock Limited Durati 0.0%
Value ($000) $28 Shares 1,900 Est. Cost $14.34 Unrealized
KLG WK Kellogg Co-Wi 0.0%
Value ($000) $27 Shares 1,604 Est. Cost $13.14 Unrealized
BIIB Biogen Inc 0.0%
Value ($000) $27 Shares 140 Est. Cost $217.46 Unrealized -3.8%
HAS Hasbro Inc 0.0%
Value ($000) $27 Shares 375 Est. Cost $52.00 Unrealized +18.0%
WH Wyndham Hotels & Resorts Inc 0.0%
Value ($000) $27 Shares 347 Est. Cost $85.15 Unrealized -10.8%
MDB Mongodb Inc 0.0%
Value ($000) $27 Shares 100 Est. Cost $374.33 Unrealized -30.6%
KRE SPDR S&P Regional Banking ETF 0.0%
Value ($000) $27 Shares 473 Est. Cost $42.10 Unrealized
Western Ast Infltn Link 0.0%
Value ($000) $27 Shares 3,000 Est. Cost $12.01 Unrealized
MSDL Morgan Stanley Direct Le 0.0%
Value ($000) $27 Shares 1,294 Est. Cost $17.54 Unrealized 0.0%
LIT Global X Lithium Battery Tech ETF 0.0%
Value ($000) $26 Shares 600 Est. Cost $76.98 Unrealized
SPT Sprout Social Inc Class A 0.0%
Value ($000) $26 Shares 891 Est. Cost $56.11 Unrealized -42.0%
IVOV Vanguard S&P Mid Cap 400 Value ETF 0.0%
Value ($000) $26 Shares 268 Est. Cost $87.90 Unrealized
APPN Appian Corp Class A 0.0%
Value ($000) $26 Shares 750 Est. Cost $56.73 Unrealized -42.9%
HUBS Hubspot Inc 0.0%
Value ($000) $26 Shares 48 Est. Cost $484.47 Unrealized +3.7%
MR Cooper Group Inc 0.0%
Value ($000) $25 Shares 275 Est. Cost $50.64 Unrealized
SPMD SPDR Mid Cap ETF 0.0%
Value ($000) $25 Shares 462 Est. Cost $40.76 Unrealized
CACI Caci Inc. Class A 0.0%
Value ($000) $25 Shares 50 Est. Cost $355.33 Unrealized +30.3%
WYNN WYNN Resorts 0.0%
Value ($000) $25 Shares 263 Est. Cost $91.70 Unrealized -13.6%
DKS Dick's Sporting 0.0%
Value ($000) $25 Shares 120 Est. Cost $115.70 Unrealized +78.7%
FTSL First Trust Senior Loan ETF 0.0%
Value ($000) $25 Shares 545 Est. Cost $44.28 Unrealized
STIP iShares 0-5 YR TIPS Bond ETF 0.0%
Value ($000) $25 Shares 246 Est. Cost $102.46 Unrealized
PCTY Paylocity HLDG Corp 0.0%
Value ($000) $25 Shares 150 Est. Cost $200.81 Unrealized -24.3%
SPG Simon PPTY Group REIT 0.0%
Value ($000) $25 Shares 145 Est. Cost $117.39 Unrealized +25.7%
CTRA Coterra Energy Inc. 0.0%
Value ($000) $24 Shares 1,020 Est. Cost $20.11 Unrealized +17.0%
TDC Teradata Corp 0.0%
Value ($000) $24 Shares 800 Est. Cost $45.85 Unrealized -34.9%
FNDC Schwab Fundamental Intl SM Co ETF 0.0%
Value ($000) $24 Shares 635 Est. Cost $30.43 Unrealized
XMUIX BlackRock Municipal Income Fund Inc 0.0%
Value ($000) $24 Shares 1,877 Est. Cost $11.51 Unrealized
FWONK Liberty Media Corp 0.0%
Value ($000) $24 Shares 306 Est. Cost $62.30 Unrealized
LOB Live Oak Bancshares 0.0%
Value ($000) $24 Shares 500 Est. Cost $23.54 Unrealized +77.7%
PIO Invesco Global Water ETF 0.0%
Value ($000) $24 Shares 547 Est. Cost $34.98 Unrealized
PRI Primerica, Inc. 0.0%
Value ($000) $23 Shares 88 Est. Cost $125.77 Unrealized +100.8%
MIDD Middleby Corp The 0.0%
Value ($000) $23 Shares 167 Est. Cost $181.61 Unrealized -26.0%
TEM Tempus Ai Inc Class A 0.0%
Value ($000) $23 Shares 400 Est. Cost $46.75 Unrealized 0.0%
ARES Ares Management Corp Class A 0.0%
Value ($000) $23 Shares 145 Est. Cost $102.46 Unrealized +36.4%
TMFC Motley Fool 100 Index ETF 0.0%
Value ($000) $23 Shares 400 Est. Cost $56.25 Unrealized
PAVE Global X US Infrastructure Development ETF 0.0%
Value ($000) $22 Shares 542 Est. Cost $41.16 Unrealized
GNRC Generac Holdings Inc 0.0%
Value ($000) $22 Shares 140 Est. Cost $123.69 Unrealized +19.9%
XBKNX BlackRock Investment QLT 0.0%
Value ($000) $22 Shares 1,700 Est. Cost $14.45 Unrealized
AMTM Amentum HLDGS Inc 0.0%
Value ($000) $22 Shares 682 Est. Cost $28.49 Unrealized 0.0%
HURN Huron Consulting GRP 0.0%
Value ($000) $22 Shares 200 Est. Cost $46.12 Unrealized +130.0%
DON Wisdomtree US Midcap Dividend ETF 0.0%
Value ($000) $22 Shares 425 Est. Cost $47.95 Unrealized
TEVA Teva Pharmaceutical In F Sponsored ADR 0.0%
Value ($000) $22 Shares 1,196 Est. Cost $10.61 Unrealized
FCG FRST TRST Ise Rev NTRL GS Ind ETF 0.0%
Value ($000) $21 Shares 900 Est. Cost $25.99 Unrealized
Brookfield Infrastruct F Class A 0.0%
Value ($000) $21 Shares 492 Est. Cost $35.78 Unrealized
BLDR Builders Firstsource 0.0%
Value ($000) $21 Shares 110 Est. Cost $156.49 Unrealized +6.0%
INCY Incyte Corp 0.0%
Value ($000) $21 Shares 320 Est. Cost $60.02 Unrealized +6.2%
RMBS Rambus Inc Del Com 0.0%
Value ($000) $21 Shares 500 Est. Cost $27.68 Unrealized +75.1%
BIDU Baidu Com Inc F Sponsored ADR 0.0%
Value ($000) $21 Shares 200 Est. Cost $132.30 Unrealized
GBTC Grayscale Bitcoin TR BTC 0.0%
Value ($000) $21 Shares 415 Est. Cost $30.54 Unrealized
FBCG Fidelity Blue Chip Growth ETF 0.0%
Value ($000) $21 Shares 490 Est. Cost $30.24 Unrealized
FNDE Schwab Fundamentaql Emg MKTS Large Com ETF 0.0%
Value ($000) $21 Shares 636 Est. Cost $24.95 Unrealized
MGA Magna Intl Inc F 0.0%
Value ($000) $21 Shares 500 Est. Cost $47.99 Unrealized -17.5%
HDV iShares Core High Dividend ETF 0.0%
Value ($000) $20 Shares 174 Est. Cost $104.00 Unrealized
Rocket Laboratory USA In 0.0%
Value ($000) $20 Shares 2,100 Est. Cost $6.00 Unrealized
IYR iShares Dow Jones US Real Estate ETF 0.0%
Value ($000) $20 Shares 200 Est. Cost $92.46 Unrealized
TSQ Townsquare Media Inc 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $12.23 Unrealized -12.3%
DAL Delta Air Lines Inc Del 0.0%
Value ($000) $20 Shares 400 Est. Cost $40.02 Unrealized +7.2%
LVS Las Vegas Sands Corp. 0.0%
Value ($000) $20 Shares 400 Est. Cost $52.33 Unrealized -23.8%
CDNS Cadence Design SYS 0.0%
Value ($000) $20 Shares 74 Est. Cost $265.22 Unrealized +4.2%
EHC Encompass Health Corp 0.0%
Value ($000) $20 Shares 204 Est. Cost $50.23 Unrealized +77.1%
RLI Rli Corp 0.0%
Value ($000) $20 Shares 126 Est. Cost $49.13 Unrealized +40.8%
IGF iShares Global Infrastructure 0.0%
Value ($000) $19 Shares 355 Est. Cost $47.92 Unrealized
Templeton Dragon CF 0.0%
Value ($000) $19 Shares 2,100 Est. Cost $11.64 Unrealized
BBJP J P Morgan (exchange-Traded FD Betabuldrs Japan) 0.0%
Value ($000) $19 Shares 322 Est. Cost $59.28 Unrealized
LSTR Landstar System Inc 0.0%
Value ($000) $19 Shares 101 Est. Cost $145.42 Unrealized
PI Impinj Inc 0.0%
Value ($000) $19 Shares 87 Est. Cost $148.62 Unrealized +14.1%
SLVP iShares Msi GLBL Silr Metl Minr ETF 0.0%
Value ($000) $19 Shares 1,400 Est. Cost $8.57 Unrealized
SPTM SPDR Portfolio Total Stock Market ETF 0.0%
Value ($000) $18 Shares 262 Est. Cost $55.58 Unrealized
LNT Alliant Energy Corp 0.0%
Value ($000) $18 Shares 299 Est. Cost $51.96 Unrealized +4.7%
CCSO Carbon Collective Climate US ETF IV 0.0%
Value ($000) $18 Shares 869 Est. Cost $19.79 Unrealized
PEG Pub SVC Enterpise GP 0.0%
Value ($000) $18 Shares 201 Est. Cost $57.28 Unrealized +33.3%
SUN Sunoco LP LP 0.0%
Value ($000) $18 Shares 330 Est. Cost $43.56 Unrealized
WHR Whirlpool Corp 0.0%
Value ($000) $18 Shares 165 Est. Cost $141.46 Unrealized -28.9%
IWC iShares Micro Cap ETF 0.0%
Value ($000) $18 Shares 143 Est. Cost $102.66 Unrealized
FID First Trust S And P Intrnl DV ETF 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $15.72 Unrealized
BlackRock Muniyield Qual 0.0%
Value ($000) $17 Shares 1,444 Est. Cost $12.60 Unrealized
LTC LTC Properties, Inc. REIT 0.0%
Value ($000) $17 Shares 470 Est. Cost $38.47 Unrealized
Zuora Inc Class A 0.0%
Value ($000) $17 Shares 2,000 Est. Cost $14.98 Unrealized
Putnam Premier Income TR 0.0%
Value ($000) $17 Shares 4,500 Est. Cost $4.02 Unrealized
SITE Siteone Landscape Supply Inc Com 0.0%
Value ($000) $17 Shares 110 Est. Cost $134.18 Unrealized +2.2%
Nuveen Municipal Value C 0.0%
Value ($000) $17 Shares 1,830 Est. Cost $8.29 Unrealized
AM Antero Midstream Corp 0.0%
Value ($000) $17 Shares 1,100 Est. Cost $10.17 Unrealized +31.7%
EXC Exelon Corp 0.0%
Value ($000) $17 Shares 408 Est. Cost $36.62 Unrealized -2.4%
PBA Pembina Pipeline Corp Com 0.0%
Value ($000) $16 Shares 400 Est. Cost $27.96 Unrealized +33.1%
SILA Sila Realty Trust Inc 0.0%
Value ($000) $16 Shares 643 Est. Cost $21.17 Unrealized
JLL Jones Lang Lasalle 0.0%
Value ($000) $16 Shares 60 Est. Cost $243.69 Unrealized -0.5%
BlackRock Corporate High 0.0%
Value ($000) $16 Shares 1,600 Est. Cost $10.77 Unrealized
NEM Newmont Corp 0.0%
Value ($000) $16 Shares 300 Est. Cost $38.34 Unrealized +26.3%
TNL Travel Plus Leisure Co 0.0%
Value ($000) $16 Shares 347 Est. Cost $46.92 Unrealized -11.2%
Cyberark Software LTD SHS 0.0%
Value ($000) $16 Shares 54 Est. Cost $273.43 Unrealized
PAAS Pan Amern Silver Corp F 0.0%
Value ($000) $16 Shares 750 Est. Cost $15.65 Unrealized +34.7%
VYMI Vanguard Internatnl HGH DIV YLD ETF 0.0%
Value ($000) $15 Shares 211 Est. Cost $60.76 Unrealized
IBDT iShares Ibonds Dec 2028 Term ETF 0.0%
Value ($000) $15 Shares 600 Est. Cost $24.50 Unrealized
Advent Convertible & Income FD 0.0%
Value ($000) $15 Shares 1,300 Est. Cost $13.67 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $15 Shares 101 Est. Cost $126.72 Unrealized +15.9%
H Hyatt Hotels Class A 0.0%
Value ($000) $15 Shares 100 Est. Cost $92.73 Unrealized +58.3%
HP Helmerich & Payne 0.0%
Value ($000) $15 Shares 500 Est. Cost $34.45 Unrealized +0.2%
NATL NCR Atleos Corp Com 0.0%
Value ($000) $15 Shares 527 Est. Cost $22.89 Unrealized +27.1%
Azek Co Inc Class A 0.0%
Value ($000) $15 Shares 320 Est. Cost $30.83 Unrealized
Western Asset Municipal 0.0%
Value ($000) $15 Shares 2,048 Est. Cost $6.81 Unrealized
PGF Invesco Financial Preferred ETF 0.0%
Value ($000) $15 Shares 950 Est. Cost $14.35 Unrealized
WTW Willis Towers Watson Pub LTD SHS 0.0%
Value ($000) $15 Shares 50 Est. Cost $275.04 Unrealized 0.0%
WDFC WD 40 Co Com 0.0%
Value ($000) $15 Shares 57 Est. Cost $175.17 Unrealized +39.5%
BlackRock Mun Income SH Ben Int 0.0%
Value ($000) $15 Shares 1,383 Est. Cost $10.11 Unrealized
MFS Charter Income CF 0.0%
Value ($000) $15 Shares 2,225 Est. Cost $7.34 Unrealized
ATEN A10 Networks Inc 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $13.21 Unrealized -0.1%
TSLX Sixth Street Specialty L 0.0%
Value ($000) $14 Shares 700 Est. Cost $20.55 Unrealized +2.3%
Western Asset Managed Municipals Fund 0.0%
Value ($000) $14 Shares 1,313 Est. Cost $10.08 Unrealized
POR Portland Generl Elec 0.0%
Value ($000) $14 Shares 295 Est. Cost $40.14 Unrealized +8.9%
ILCB iShares Morningstar Large Cap ETF 0.0%
Value ($000) $14 Shares 180 Est. Cost $62.85 Unrealized
IBDU iShares Ibonds Dec 2029 Term ETF 0.0%
Value ($000) $14 Shares 600 Est. Cost $22.45 Unrealized
Nuveen Municipal Credit 0.0%
Value ($000) $14 Shares 1,066 Est. Cost $12.67 Unrealized
CEW Wisdomtree Emerging Cuncy STR ETF 0.0%
Value ($000) $14 Shares 750 Est. Cost $17.40 Unrealized
CRWD Crowdstrike HLDGS Inc 0.0%
Value ($000) $14 Shares 50 Est. Cost $186.36 Unrealized +52.4%
BABA Alibaba Group Holding F Sponsored ADR 0.0%
Value ($000) $14 Shares 130 Est. Cost $84.09 Unrealized
Neuberger Berman Municip 0.0%
Value ($000) $14 Shares 1,233 Est. Cost $15.04 Unrealized
TECH Bio-Techne Corp Com 0.0%
Value ($000) $14 Shares 172 Est. Cost $65.18 Unrealized +14.5%
MGEE Mge Energy Inc 0.0%
Value ($000) $14 Shares 150 Est. Cost $69.83 Unrealized +18.9%
BBCA J P Morgan (exchange-Traded FD Betabuilders Cda) 0.0%
Value ($000) $14 Shares 188 Est. Cost $72.29 Unrealized
WTM White Mountains Ins F 0.0%
Value ($000) $14 Shares 8 Est. Cost $1355.05 Unrealized +28.7%
XMVTX BlackRock Munivest II CF 0.0%
Value ($000) $13 Shares 1,167 Est. Cost $12.97 Unrealized
NOV Nov Inc 0.0%
Value ($000) $13 Shares 834 Est. Cost $16.30 Unrealized +8.9%
Market Vectors Agribusiness ETF 0.0%
Value ($000) $13 Shares 176 Est. Cost $86.48 Unrealized
AN Autonation Inc 0.0%
Value ($000) $13 Shares 74 Est. Cost $138.02 Unrealized +24.4%
CALF Pacer US Small Cap Cash Cows 100 ETF 0.0%
Value ($000) $13 Shares 280 Est. Cost $48.70 Unrealized
CVNA Carvana Co CL A 0.0%
Value ($000) $13 Shares 75 Est. Cost $143.59 Unrealized 0.0%
DWS Municipal Income CF 0.0%
Value ($000) $13 Shares 1,307 Est. Cost $7.70 Unrealized
XYLD Global X S&P 500 Covered Call ETF 0.0%
Value ($000) $13 Shares 313 Est. Cost $40.71 Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $13 Shares 1,099 Est. Cost $9.62 Unrealized +12.4%
ITB iShares US Home Construct ETF 0.0%
Value ($000) $13 Shares 100 Est. Cost $59.26 Unrealized
APO Apollo Global MGMT Inc N 0.0%
Value ($000) $12 Shares 100 Est. Cost $113.27 Unrealized 0.0%
PRFZ PowerShares ETF Trust FTSE Us1500 SM 0.0%
Value ($000) $12 Shares 295 Est. Cost $56.66 Unrealized
CCI Crown Castle Intl Co REIT 0.0%
Value ($000) $12 Shares 102 Est. Cost $139.46 Unrealized -26.9%
RVTY Revvity, Inc. 0.0%
Value ($000) $12 Shares 93 Est. Cost $176.05 Unrealized -33.4%
KIE SPDR S&P Insurance ETF 0.0%
Value ($000) $12 Shares 206 Est. Cost $49.83 Unrealized
SAR Saratoga Investment Corp 0.0%
Value ($000) $12 Shares 500 Est. Cost $25.65 Unrealized -10.0%
HSBC HSBC HLDGS PLC F Sponsored ADR 0.0%
Value ($000) $11 Shares 254 Est. Cost $35.12 Unrealized
LILAK Liberty Latin Amer F Class C 0.0%
Value ($000) $11 Shares 1,174 Est. Cost $7.08 Unrealized +36.4%
HLN Haleon PLC F Sponsored ADR 0.0%
Value ($000) $11 Shares 1,050 Est. Cost $6.09 Unrealized
Arch Indices Voi Abslte Inc ETF 0.0%
Value ($000) $11 Shares 400 Est. Cost $26.63 Unrealized
AKR Acadia Realty TR REIT 0.0%
Value ($000) $11 Shares 468 Est. Cost $21.85 Unrealized
CHTR Charter Communicatn Class A 0.0%
Value ($000) $11 Shares 34 Est. Cost $412.49 Unrealized -18.5%
FWONA Liberty Media Corp 0.0%
Value ($000) $11 Shares 153 Est. Cost $56.54 Unrealized
KN Knowles Corp 0.0%
Value ($000) $11 Shares 600 Est. Cost $21.88 Unrealized -19.0%
ABNB Airbnb Inc Class A 0.0%
Value ($000) $11 Shares 83 Est. Cost $136.98 Unrealized -5.3%
MRNA Moderna Inc 0.0%
Value ($000) $10 Shares 155 Est. Cost $162.11 Unrealized -43.4%
AOA iShares Core Aggressive Allocation ETF 0.0%
Value ($000) $10 Shares 130 Est. Cost $78.91 Unrealized
NI Nisource Inc 00500 0.0%
Value ($000) $10 Shares 294 Est. Cost $25.51 Unrealized +20.4%
CGNX Cognex Corp 0.0%
Value ($000) $10 Shares 250 Est. Cost $66.61 Unrealized -36.8%
PEN Penumbra Inc 0.0%
Value ($000) $10 Shares 52 Est. Cost $188.96 Unrealized 0.0%
CWI SPDR MSCI Acwi Ex-US ETF 0.0%
Value ($000) $10 Shares 331 Est. Cost $27.52 Unrealized
CVSA Adtalem Global Education 0.0%
Value ($000) $10 Shares 132 Est. Cost $26.87 Unrealized +174.5%
SLVM Sylvamo Corp 0.0%
Value ($000) $10 Shares 115 Est. Cost $29.97 Unrealized +137.4%
WSO Watsco Inc 0.0%
Value ($000) $10 Shares 20 Est. Cost $263.17 Unrealized +82.6%
IBDR Ishrs Ibnds Dec 2026 TRM Corp ETF 0.0%
Value ($000) $10 Shares 402 Est. Cost $23.47 Unrealized
RKT Rocket Companies Class A Class A 0.0%
Value ($000) $10 Shares 500 Est. Cost $9.83 Unrealized +69.0%
SPTS SPDR Short Term Treasury ETF 0.0%
Value ($000) $10 Shares 325 Est. Cost $29.65 Unrealized
CELH Celsius HLDGS Inc 0.0%
Value ($000) $9 Shares 300 Est. Cost $53.37 Unrealized -21.3%
JPMB JPMorgan Usd Emrg MKT SVRN BD ETF 0.0%
Value ($000) $9 Shares 225 Est. Cost $37.25 Unrealized
NFE New Fortress Energy A Class A 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $29.00 Unrealized -46.8%
SEIC S E I Investments Co 0.0%
Value ($000) $9 Shares 131 Est. Cost $56.38 Unrealized +16.3%
Checkpoint Therapeutics Inc Com New 0.0%
Value ($000) $9 Shares 4,000 Est. Cost $5.11 Unrealized
PNW Pinnacle West Cap 0.0%
Value ($000) $9 Shares 100 Est. Cost $62.84 Unrealized +28.8%
STLA Stellantis N V F 0.0%
Value ($000) $9 Shares 625 Est. Cost $11.84 Unrealized
DXCM Dexcom Inc 0.0%
Value ($000) $9 Shares 130 Est. Cost $100.62 Unrealized -18.4%
PXF Invesco FTSE Rafi Developed Markets 0.0%
Value ($000) $9 Shares 165 Est. Cost $35.08 Unrealized
EZU iShares MSCI Emu ETF 0.0%
Value ($000) $9 Shares 164 Est. Cost $49.20 Unrealized
CLH Clean Harbors Inc 0.0%
Value ($000) $8 Shares 35 Est. Cost $130.22 Unrealized +80.5%
EMLP First Trust North American Energy Infrastructure ETF 0.0%
Value ($000) $8 Shares 250 Est. Cost $29.53 Unrealized
VLUE iShares MSCI USA Value Factor ETF 0.0%
Value ($000) $8 Shares 76 Est. Cost $103.61 Unrealized
Skechers U S A Inc Class A 0.0%
Value ($000) $8 Shares 121 Est. Cost $40.76 Unrealized
TREX Trex Inc Com 0.0%
Value ($000) $8 Shares 120 Est. Cost $87.49 Unrealized -19.8%
DVN Devon Energy Corp 0.0%
Value ($000) $8 Shares 204 Est. Cost $46.32 Unrealized -8.9%
BITO ProShares Bitcoin Strategy ETF 0.0%
Value ($000) $8 Shares 404 Est. Cost $23.78 Unrealized
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $8 Shares 72 Est. Cost $96.26 Unrealized
JUST Goldman Sachs Just US LRG CP Eq ETF 0.0%
Value ($000) $8 Shares 94 Est. Cost $67.81 Unrealized
XPHDX Pioneer Floating Rate 0.0%
Value ($000) $7 Shares 750 Est. Cost $9.01 Unrealized
OLLI Ollies Bargain Outlet HLDGS Inc Com 0.0%
Value ($000) $7 Shares 76 Est. Cost $79.56 Unrealized +21.2%
Vaneck ETF Trust Vaneck Rare E Arth/Strategic 0.0%
Value ($000) $7 Shares 159 Est. Cost $86.80 Unrealized
Nuveen Amt Free Municipal Credit Income Fund 0.0%
Value ($000) $7 Shares 534 Est. Cost $12.31 Unrealized
QCLN First TST Nasdaq Clean Ed Id ETF 0.0%
Value ($000) $7 Shares 200 Est. Cost $64.62 Unrealized
CC Chemours Co 0.0%
Value ($000) $7 Shares 351 Est. Cost $27.54 Unrealized -30.0%
TAP Molson Coors Beverage CL Class B 0.0%
Value ($000) $7 Shares 122 Est. Cost $44.64 Unrealized +14.1%
EWJ iShares MSCI Japan ETF 0.0%
Value ($000) $7 Shares 98 Est. Cost $64.42 Unrealized
DGX Quest Diagnostic Inc 0.0%
Value ($000) $7 Shares 45 Est. Cost $129.07 Unrealized +13.0%
VIK Viking Holdings LTD F 0.0%
Value ($000) $7 Shares 200 Est. Cost $30.16 Unrealized +13.4%
STAG Stag Industrial Inc REIT 0.0%
Value ($000) $7 Shares 175 Est. Cost $36.00 Unrealized
ARTY Ishare Robot Artif Intel Multsec ETF 0.0%
Value ($000) $7 Shares 200 Est. Cost $33.19 Unrealized
RUM Rumble Inc Class A 0.0%
Value ($000) $7 Shares 1,275 Est. Cost $6.45 Unrealized -8.8%
POST Post HLDGS Inc Com 0.0%
Value ($000) $7 Shares 59 Est. Cost $69.97 Unrealized +60.2%
AME Ametek Inc 0.0%
Value ($000) $7 Shares 38 Est. Cost $140.44 Unrealized +17.7%
PXH Invesco FTSE Rafi Emerging Markets ETF 0.0%
Value ($000) $6 Shares 296 Est. Cost $18.26 Unrealized
CCEP Coca Cola European Partners 0.0%
Value ($000) $6 Shares 82 Est. Cost $47.55 Unrealized +54.4%
MTB M & T Bank Corp 0.0%
Value ($000) $6 Shares 36 Est. Cost $138.84 Unrealized +14.6%
IHE iShares US Pharmaceuticals ETF 0.0%
Value ($000) $6 Shares 90 Est. Cost $110.02 Unrealized
PID Invsc Intl DVDND Achvrs ETF 0.0%
Value ($000) $6 Shares 320 Est. Cost $18.42 Unrealized
SPIP SPDR Portfolio TIPS ETF 0.0%
Value ($000) $6 Shares 235 Est. Cost $25.37 Unrealized
SNX Synnex Corp 0.0%
Value ($000) $6 Shares 51 Est. Cost $101.05 Unrealized +12.2%
NBTB N B T Bancorp Inc 0.0%
Value ($000) $6 Shares 138 Est. Cost $38.86 Unrealized +16.1%
USFD US Foods HLDG Corp 0.0%
Value ($000) $6 Shares 97 Est. Cost $36.45 Unrealized +53.5%
HYMB SPDR Nuveen S&P High Yield Muni 0.0%
Value ($000) $6 Shares 225 Est. Cost $26.27 Unrealized
INSP Inspire Medical Systems 0.0%
Value ($000) $6 Shares 28 Est. Cost $189.24 Unrealized -8.2%
NWE Northwestern Corp 0.0%
Value ($000) $6 Shares 102 Est. Cost $48.63 Unrealized +2.6%
UTHR United Therapeutics Corp Del Com 0.0%
Value ($000) $6 Shares 16 Est. Cost $190.51 Unrealized +77.3%
IQ Iqiyi Inc F Sponsored ADR 0.0%
Value ($000) $6 Shares 2,000 Est. Cost $4.54 Unrealized
BGRN iShares Usd Green Bond ETF 0.0%
Value ($000) $6 Shares 115 Est. Cost $46.54 Unrealized
LII Lennox Intl Inc 0.0%
Value ($000) $5 Shares 9 Est. Cost $389.69 Unrealized +44.4%
EBND SPDR BBG Barclays Emerging MKTS Local BD ETF 0.0%
Value ($000) $5 Shares 254 Est. Cost $19.46 Unrealized
ED Consolidated Edison 0.0%
Value ($000) $5 Shares 51 Est. Cost $94.43 Unrealized 0.0%
DXJ Wisdomtree Japan Hedged Equity 0.0%
Value ($000) $5 Shares 50 Est. Cost $112.82 Unrealized
OXY Occidental Petrol Co 0.0%
Value ($000) $5 Shares 102 Est. Cost $54.00 Unrealized +2.6%
ZM Zoom Video Communication 0.0%
Value ($000) $5 Shares 75 Est. Cost $114.00 Unrealized -45.2%
VDE Vanguard Energy ETF 0.0%
Value ($000) $5 Shares 41 Est. Cost $127.61 Unrealized
KEY Keycorp Inc 0.0%
Value ($000) $5 Shares 300 Est. Cost $20.30 Unrealized -26.8%
NULG Nuveen ESG Large-Cap Growth ETF 0.0%
Value ($000) $5 Shares 59 Est. Cost $62.20 Unrealized
FOXA Fox Corp Class A 0.0%
Value ($000) $5 Shares 112 Est. Cost $38.56 Unrealized -0.7%
JBTM John Bean Techs Corp 0.0%
Value ($000) $5 Shares 48 Est. Cost $108.65 Unrealized -15.4%
Calamos Strategic Total Return FD Com SH Ben Int 0.0%
Value ($000) $5 Shares 270 Est. Cost $17.53 Unrealized
GERN Geron Corp. 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $3.90 Unrealized +16.6%
Amplify Alternative Harvest ETF 0.0%
Value ($000) $5 Shares 1,368 Est. Cost $3.32 Unrealized
BRBR Bellring Brands Inc New Com 0.0%
Value ($000) $4 Shares 74 Est. Cost $25.08 Unrealized +121.1%
HCA HCA Healthcare Inc 0.0%
Value ($000) $4 Shares 11 Est. Cost $268.37 Unrealized +34.9%
TLT iShares 20 PLS Year Treasury BND ETF 0.0%
Value ($000) $4 Shares 45 Est. Cost $88.69 Unrealized
PCG PG&E Corp Com NPV 0.0%
Value ($000) $4 Shares 222 Est. Cost $12.17 Unrealized +52.2%
SMIN iShares MSCI India Small Cap ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.88 Unrealized
FTS Fortis Inc F 0.0%
Value ($000) $4 Shares 94 Est. Cost $40.35 Unrealized +0.6%
SLV iShares Silver Trust ETF IV 0.0%
Value ($000) $4 Shares 150 Est. Cost $20.34 Unrealized
NWSA News Corp New Class A 0.0%
Value ($000) $4 Shares 159 Est. Cost $21.35 Unrealized +26.0%
UGI U G I Corp 0.0%
Value ($000) $4 Shares 163 Est. Cost $36.85 Unrealized -34.6%
TEAM Atlassian 0.0%
Value ($000) $4 Shares 26 Est. Cost $178.70 Unrealized -8.0%
NTLA Intellia Therapeutic 0.0%
Value ($000) $4 Shares 200 Est. Cost $84.72 Unrealized -72.8%
PTLO Portillos Inc CL A Com 0.0%
Value ($000) $4 Shares 300 Est. Cost $26.48 Unrealized -57.9%
FLR Fluor Corp New 0.0%
Value ($000) $4 Shares 80 Est. Cost $36.95 Unrealized +27.6%
CDE Coeur Mining Inc 0.0%
Value ($000) $4 Shares 550 Est. Cost $2.61 Unrealized +139.1%
CCL Carnival Corp F 0.0%
Value ($000) $4 Shares 200 Est. Cost $14.42 Unrealized +17.4%
GLPI Gaming & Leisure PPTYS Inc Com 0.0%
Value ($000) $4 Shares 70 Est. Cost $46.93 Unrealized
LDOS Leidos HLDGS Inc Com 0.0%
Value ($000) $4 Shares 22 Est. Cost $91.68 Unrealized +62.6%
COIN Coinbase Global Inc 0.0%
Value ($000) $4 Shares 20 Est. Cost $195.40 Unrealized +2.5%
LYV Live Nation Entertainment Inc 0.0%
Value ($000) $4 Shares 32 Est. Cost $86.10 Unrealized +12.3%
CPER United States Copper Index ETF 0.0%
Value ($000) $3 Shares 120 Est. Cost $28.71 Unrealized
AMBA Ambarella Inc F 0.0%
Value ($000) $3 Shares 59 Est. Cost $49.68 Unrealized +7.1%
WAB Wabtec 0.0%
Value ($000) $3 Shares 18 Est. Cost $97.29 Unrealized +67.5%
SMMV iShares MSCI USA Small-Cap Min Vol Factor 0.0%
Value ($000) $3 Shares 80 Est. Cost $40.80 Unrealized
DOCU Docusign Inc Com 0.0%
Value ($000) $3 Shares 52 Est. Cost $52.96 Unrealized +5.8%
SAP SAP ADR Rep 1 Ord 0.0%
Value ($000) $3 Shares 14 Est. Cost $92.91 Unrealized
SSNC SS&C Technologs HLDG 0.0%
Value ($000) $3 Shares 43 Est. Cost $78.17 Unrealized -9.3%
Hanesbrands Inc 0.0%
Value ($000) $3 Shares 434 Est. Cost $14.41 Unrealized
RIG Transocean LTD 0.0%
Value ($000) $3 Shares 750 Est. Cost $8.17 Unrealized -39.7%
HII Huntington Ingalls 0.0%
Value ($000) $3 Shares 12 Est. Cost $184.21 Unrealized +39.0%
VPG Vishay Precision Group 0.0%
Value ($000) $3 Shares 122 Est. Cost $31.33 Unrealized -9.3%
AZO Autozone Inc 0.0%
Value ($000) $3 Shares 1 Est. Cost $3070.23 Unrealized 0.0%
DLTR Dollar Tree Inc 0.0%
Value ($000) $3 Shares 44 Est. Cost $141.45 Unrealized -35.5%
HOG Harley Davidson Inc 0.0%
Value ($000) $3 Shares 80 Est. Cost $38.57 Unrealized -6.0%
IWY iShares Russell Top 200 GRW ETF IV 0.0%
Value ($000) $3 Shares 13 Est. Cost $149.51 Unrealized
VREX Varex Imaging Corp00500 0.0%
Value ($000) $3 Shares 240 Est. Cost $25.42 Unrealized -49.9%
GRAL Grail Inc 0.0%
Value ($000) $3 Shares 204 Est. Cost $16.22 Unrealized -6.5%
WHWK AADI Bioscience Inc 0.0%
Value ($000) $3 Shares 1,333 Est. Cost $13.14 Unrealized -87.7%
M Macys Inc 0.0%
Value ($000) $3 Shares 170 Est. Cost $19.75 Unrealized -17.7%
Eaton Vance LTD Duration Income FD Com 0.0%
Value ($000) $3 Shares 255 Est. Cost $11.70 Unrealized
IX Orix Corporation 0.0%
Value ($000) $3 Shares 23 Est. Cost $101.65 Unrealized
PENN Penn NTNL Gaming 0.0%
Value ($000) $3 Shares 140 Est. Cost $16.98 Unrealized +12.1%
TNDM Tandem Diabetes Care 0.0%
Value ($000) $3 Shares 62 Est. Cost $42.40 Unrealized 0.0%
CNXC Concentrix 0.0%
Value ($000) $3 Shares 51 Est. Cost $76.95 Unrealized -16.7%
SILJ Amplify Junior Silver Miners ETF 0.0%
Value ($000) $3 Shares 200 Est. Cost $9.93 Unrealized
Bank Of America Conv PFD Series L 0.0%
Value ($000) $3 Shares 2 Est. Cost $1222.50 Unrealized
RBLX Roblox Corp Class A 0.0%
Value ($000) $2 Shares 55 Est. Cost $35.60 Unrealized +17.2%
IFF International Flavors & Fragrance 0.0%
Value ($000) $2 Shares 23 Est. Cost $115.52 Unrealized -16.4%
PJT PJT Partners Inc 0.0%
Value ($000) $2 Shares 18 Est. Cost $67.47 Unrealized +79.4%
JOBY Joby Aviation Inc Com 0.0%
Value ($000) $2 Shares 475 Est. Cost $7.88 Unrealized -31.0%
Grayscale Bitcoin Mini TR BTC SHS 0.0%
Value ($000) $2 Shares 415 Est. Cost $5.63 Unrealized
Nordstrom Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.41 Unrealized
CAR Avis Budget Group Inc Com 0.0%
Value ($000) $2 Shares 25 Est. Cost $191.13 Unrealized -52.8%
GSIE Goldman Sachs Activebeta Intl Equity ETF 0.0%
Value ($000) $2 Shares 59 Est. Cost $32.71 Unrealized
GH Guardant Health Inc 0.0%
Value ($000) $2 Shares 92 Est. Cost $23.27 Unrealized +21.6%
ABR Arbor Realty TR REIT 0.0%
Value ($000) $2 Shares 135 Est. Cost $13.25 Unrealized
AVNS Avanos Medical Inc 0.0%
Value ($000) $2 Shares 87 Est. Cost $32.21 Unrealized -29.0%
NCLH Norwegian Cruise Lin F 0.0%
Value ($000) $2 Shares 100 Est. Cost $15.17 Unrealized +19.7%
DNP Select Income CF 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.35 Unrealized
JBGS JBG Smith PPTYS Com 0.0%
Value ($000) $2 Shares 115 Est. Cost $29.22 Unrealized
Tilray Inc 0.0%
Value ($000) $2 Shares 1,122 Est. Cost $7.77 Unrealized
SNN Smith & Nephew ADR 0.0%
Value ($000) $2 Shares 63 Est. Cost $32.37 Unrealized
MGM MGM Resorts Intl 0.0%
Value ($000) $2 Shares 50 Est. Cost $39.23 Unrealized +0.8%
BG Bunge Global SA F 0.0%
Value ($000) $2 Shares 20 Est. Cost $98.11 Unrealized -0.4%
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
OGN Organon & Co 0.0%
Value ($000) $2 Shares 100 Est. Cost $28.56 Unrealized -31.0%
CNNE Cannae Holdings Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.33 Unrealized +6.4%
Lucid Group Inc 0.0%
Value ($000) $2 Shares 540 Est. Cost $16.20 Unrealized
CPAY Corplay Inc Com 0.0%
Value ($000) $2 Shares 6 Est. Cost $293.70 Unrealized 0.0%
RFV Invsc S P Midcap 400 Pure Value ETF 0.0%
Value ($000) $2 Shares 14 Est. Cost $116.71 Unrealized
SEE Sealed Air Corp New Com 0.0%
Value ($000) $2 Shares 45 Est. Cost $61.47 Unrealized -45.1%
BYND Beyond Meat Inc 0.0%
Value ($000) $2 Shares 235 Est. Cost $7.86 Unrealized -19.5%
HMC Honda Motor Co LTD F Sponsored ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $33.58 Unrealized
ELS Equity Lifestyle PPT REIT 0.0%
Value ($000) $2 Shares 22 Est. Cost $71.82 Unrealized
JPME JPMorgan Diversified Return US Mid Cap Equity ETF 0.0%
Value ($000) $2 Shares 15 Est. Cost $92.02 Unrealized
FFIV F5 Networks Inc 0.0%
Value ($000) $2 Shares 7 Est. Cost $193.86 Unrealized 0.0%
SAIC Science Applications 0.0%
Value ($000) $2 Shares 11 Est. Cost $113.40 Unrealized +11.3%
DES Wisdomtree Small Cap DIV Exch TR FD 0.0%
Value ($000) $2 Shares 44 Est. Cost $31.86 Unrealized
CGDV Capital Group Dividend Value ETF 0.0%
Value ($000) $2 Shares 41 Est. Cost $30.63 Unrealized
CGGR Capital Group Growth ETF 0.0%
Value ($000) $1 Shares 43 Est. Cost $28.70 Unrealized
PBW Invesco Wilderhill Clean Energy ETF 0.0%
Value ($000) $1 Shares 74 Est. Cost $40.41 Unrealized
ARKK Ark Innovation ETF 0.0%
Value ($000) $1 Shares 30 Est. Cost $66.29 Unrealized
JEMA JPMorgan Activebld Emrg MRKT Eqy ETF 0.0%
Value ($000) $1 Shares 35 Est. Cost $36.14 Unrealized
GSUS Goldman Sachs Marktbta US Eqy ETF 0.0%
Value ($000) $1 Shares 18 Est. Cost $66.67 Unrealized
CPNG Coupang Inc Class A 0.0%
Value ($000) $1 Shares 57 Est. Cost $16.50 Unrealized +34.7%
JAVA JPMorgan Active Value ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $55.81 Unrealized
The Odp Corp Com 0.0%
Value ($000) $1 Shares 44 Est. Cost $45.84 Unrealized
UNFI United Natural Foods 0.0%
Value ($000) $1 Shares 77 Est. Cost $40.91 Unrealized -65.0%
ASIX Advansix Inc 0.0%
Value ($000) $1 Shares 41 Est. Cost $33.85 Unrealized -22.7%
RWJ Invesco S&P Smallcap 600 Rev ETF 0.0%
Value ($000) $1 Shares 27 Est. Cost $41.69 Unrealized
OMFL Invesco Russell 1000 Dynamic Mul ETF 0.0%
Value ($000) $1 Shares 23 Est. Cost $51.70 Unrealized
Viacomcbs Inc CL B 0.0%
Value ($000) $1 Shares 114 Est. Cost $38.05 Unrealized
SSP Scripps E W Co Class A 0.0%
Value ($000) $1 Shares 523 Est. Cost $15.88 Unrealized -87.9%
HYLB Xtrackers Usd High Yield Cor BND ETF 0.0%
Value ($000) $1 Shares 31 Est. Cost $37.36 Unrealized
SNAP Snap Inc Class A 0.0%
Value ($000) $1 Shares 103 Est. Cost $27.05 Unrealized -57.8%
ACCO Acco Brands Corp 0.0%
Value ($000) $1 Shares 188 Est. Cost $6.54 Unrealized -30.1%
ZIM Zim Integrated 0.0%
Value ($000) $1 Shares 40 Est. Cost $16.08 Unrealized +20.9%
TWLO Twilio Inc Class A 0.0%
Value ($000) $1 Shares 15 Est. Cost $151.64 Unrealized -60.5%
SPYM SPDR Portfolio S&P 500 ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $64.00 Unrealized
TDY Teledyne Technologies Inc Com 0.0%
Value ($000) $1 Shares 2 Est. Cost $418.27 Unrealized -0.9%
SATS Echostar Corp CL A 0.0%
Value ($000) $1 Shares 35 Est. Cost $13.94 Unrealized +46.6%
TSN Tyson Foods Inc Class A 0.0%
Value ($000) $1 Shares 14 Est. Cost $62.99 Unrealized -7.6%
PTON Peloton Interactive Inc 0.0%
Value ($000) $1 Shares 150 Est. Cost $25.62 Unrealized -84.7%
WW Interntnl Inc 0.0%
Value ($000) $1 Shares 800 Est. Cost $10.23 Unrealized
FRNW Fidelity Clean Energy ETF 0.0%
Value ($000) $1 Shares 43 Est. Cost $16.14 Unrealized
XYL Xylem Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $118.27 Unrealized +11.3%
Aptiv PLC Com 0.0%
Value ($000) $1 Shares 9 Est. Cost $72.00 Unrealized
FVRR Fiverr Interntnl LTD F 0.0%
Value ($000) $1 Shares 25 Est. Cost $79.26 Unrealized -69.4%
Inspire Veterinary Partn Class A 0.0%
Value ($000) $1 Shares 1,937 Est. Cost $1.17 Unrealized
NNDM Nano Dimension LTD Sponsored ADR New 0.0%
Value ($000) $1 Shares 250 Est. Cost $3.56 Unrealized
AFRM Affirm HLDGS Inc 0.0%
Value ($000) $1 Shares 14 Est. Cost $33.18 Unrealized 0.0%
UAA Under Armour Inc CL A Com 0.0%
Value ($000) $0 Shares 56 Est. Cost $17.93 Unrealized -58.5%
HIMS Hims & Hers Health Inc Class A 0.0%
Value ($000) $0 Shares 27 Est. Cost $16.64 Unrealized +7.6%
UA Under Armour Inc Class C 0.0%
Value ($000) $0 Shares 56 Est. Cost $15.66 Unrealized -54.2%
RCI Rogers Commun Inc F Class B 0.0%
Value ($000) $0 Shares 11 Est. Cost $51.69 Unrealized -24.3%
SANA Sana Biotechnology Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost $8.09 Unrealized -35.0%
VWOB Vanguard Emerging Markt Govt BND ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $62.83 Unrealized
LEG Leggett & Platt Inc 0.0%
Value ($000) $0 Shares 25 Est. Cost $34.28 Unrealized -63.6%
NIO N I O Inc F Sponsored ADR 0.0%
Value ($000) $0 Shares 50 Est. Cost $17.24 Unrealized
RHEP Regional Health Properties 0.0%
Value ($000) $0 Shares 137 Est. Cost $3.84 Unrealized -49.3%
EVGO Evgo Inc Class A 0.0%
Value ($000) $0 Shares 60 Est. Cost $2.96 Unrealized +29.1%
QQQM Invesco Nasdaq 100 ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $169.00 Unrealized
OXY/WS Occidental Petrol 27 WTS Warrants Exp 08/03/27 0.0%
Value ($000) $0 Shares 6 Est. Cost $35.64 Unrealized
Chargepoint Holdings 0.0%
Value ($000) $0 Shares 130 Est. Cost $7.32 Unrealized
CHWY Chewy Inc CL A 0.0%
Value ($000) $0 Shares 6 Est. Cost $35.91 Unrealized -25.7%
Accelerate Diagnostics Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost $5.75 Unrealized
VXRT Vaxart Inc 0.0%
Value ($000) $0 Shares 200 Est. Cost $5.07 Unrealized -84.9%
Zimvie Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $22.84 Unrealized
2seventy Bio Inc 0.0%
Value ($000) $0 Shares 33 Est. Cost $17.06 Unrealized
ICCM Icecure Medical LT Ordf 0.0%
Value ($000) $0 Shares 250 Est. Cost $1.30 Unrealized -48.0%
QUBT Quantum Computing Inc Com 0.0%
Value ($000) $0 Shares 225 Est. Cost $2.65 Unrealized -75.9%
DNA Ginkgo Bioworks HLDG Class A 0.0%
Value ($000) $0 Shares 12 Est. Cost $10.02 Unrealized 0.0%
GME Gamestop Corp Class A 0.0%
Value ($000) $0 Shares 4 Est. Cost $31.87 Unrealized -28.3%
FUBO Fubotv Inc Com 0.0%
Value ($000) $0 Shares 60 Est. Cost $9.72 Unrealized -84.5%
VUZI Vuzix Corp 0.0%
Value ($000) $0 Shares 55 Est. Cost $2.73 Unrealized -60.0%
AES Aes Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $15.22 Unrealized +8.0%
SNDL SNDL Inc Com 0.0%
Value ($000) $0 Shares 27 Est. Cost $2.09 Unrealized 0.0%
EYE National Vision 0.0%
Value ($000) $0 Shares 5 Est. Cost $11.67 Unrealized 0.0%
BLNK Blink Charging Co 0.0%
Value ($000) $0 Shares 25 Est. Cost $3.12 Unrealized -23.6%
VAL/WS Valaris LTD 28 WTF Warrants Exp 04/29/28 0.0%
Value ($000) $0 Shares 4 Est. Cost $10.50 Unrealized
NOK Nokia Corp F Sponsored ADR 0.0%
Value ($000) $0 Shares 6 Est. Cost $4.17 Unrealized
Advent Conv & Income RTS 0.0%
Value ($000) $0 Shares 1,300 Est. Cost $0.02 Unrealized
SD Sandridge Energy Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $12.91 Unrealized -1.0%
DXC D X C Technology Co 0.0%
Value ($000) $0 Shares 1 Est. Cost $21.81 Unrealized -8.7%
Crown Electrokinetics Co 0.0%
Value ($000) $0 Shares 14 Est. Cost $4.43 Unrealized
MANU Manchester United Ltd. Class A 0.0%
Value ($000) $0 Shares 1 Est. Cost $22.68 Unrealized -26.2%
Aethlon Medical Inc 0.0%
Value ($000) $0 Shares 26 Est. Cost $2.19 Unrealized