BARTLETT & CO. WEALTH MANAGEMENT LLC Diversified Active

CIK: 0002010186 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 24, 2025

Total Value ($000): $6,787,029 (100.0% shares, 0.0% debt)

Holdings (1,229)

AAPL Apple Inc 5.7%
Value ($000) $384,816 Shares 1,732,390 Est. Cost $94.39 Unrealized +144.5%
MSFT Microsoft Corp 5.5%
Value ($000) $372,063 Shares 991,138 Est. Cost $107.36 Unrealized +277.3%
GOOG Alphabet Inc. Class C 3.3%
Value ($000) $223,329 Shares 1,429,485 Est. Cost $108.50 Unrealized +68.2%
BRK/B Berkshire Hathaway Class B 3.2%
Value ($000) $214,122 Shares 402,046 Est. Cost $229.33 Unrealized +112.0%
PG Procter & Gamble 2.8%
Value ($000) $190,059 Shares 1,115,235 Est. Cost $109.94 Unrealized +49.1%
JPM JPMorgan Chase & Co 2.7%
Value ($000) $185,284 Shares 755,340 Est. Cost $98.19 Unrealized +155.5%
MA Mastercard Inc Class A 2.7%
Value ($000) $182,713 Shares 333,345 Est. Cost $177.97 Unrealized +204.6%
VOO Vanguard S&P 500 ETF 2.5%
Value ($000) $167,086 Shares 325,125 Est. Cost $342.49 Unrealized
AMZN Amazon.Com Inc 2.4%
Value ($000) $162,353 Shares 853,324 Est. Cost $132.62 Unrealized +63.6%
ABT Abbott Laboratories 2.1%
Value ($000) $139,562 Shares 1,052,107 Est. Cost $61.36 Unrealized +104.5%
COST Costco Wholesale Co 2.0%
Value ($000) $138,840 Shares 146,798 Est. Cost $321.71 Unrealized +201.7%
TJX TJX Companies Inc 1.9%
Value ($000) $127,711 Shares 1,048,530 Est. Cost $43.53 Unrealized +175.9%
LOW Lowes Cos Inc 1.8%
Value ($000) $124,274 Shares 532,839 Est. Cost $88.87 Unrealized +172.4%
LIN Linde PLC 1.7%
Value ($000) $114,786 Shares 246,512 Est. Cost $333.47 Unrealized +33.3%
NVDA Nvidia Corp 1.6%
Value ($000) $110,817 Shares 1,022,393 Est. Cost $108.51 Unrealized +16.8%
AMGN Amgen Inc. 1.6%
Value ($000) $109,761 Shares 352,304 Est. Cost $148.90 Unrealized +92.9%
IEFA iShares Core MSCI EAFE ETF 1.4%
Value ($000) $97,257 Shares 1,285,617 Est. Cost $66.94 Unrealized
TMO Thermo Fisher Scientific Inc. 1.4%
Value ($000) $94,601 Shares 189,952 Est. Cost $355.87 Unrealized +51.7%
ACN Accenture PLC Class A 1.4%
Value ($000) $93,956 Shares 301,102 Est. Cost $173.11 Unrealized +101.9%
DE Deere & Co 1.4%
Value ($000) $92,887 Shares 197,226 Est. Cost $166.70 Unrealized +176.8%
PEP Pepsico Inc 1.4%
Value ($000) $92,706 Shares 618,286 Est. Cost $101.21 Unrealized +41.8%
UNH Unitedhealth GRP Inc 1.3%
Value ($000) $89,697 Shares 171,259 Est. Cost $331.18 Unrealized +50.8%
CVX Chevron Corp 1.3%
Value ($000) $86,014 Shares 514,160 Est. Cost $134.93 Unrealized +11.5%
META Meta Platforms Inc Class A 1.2%
Value ($000) $84,417 Shares 146,465 Est. Cost $293.34 Unrealized +119.3%
NEE Nextera Energy Inc 1.2%
Value ($000) $78,696 Shares 1,110,121 Est. Cost $63.53 Unrealized +8.1%
INTU Intuit Inc 1.1%
Value ($000) $77,370 Shares 126,012 Est. Cost $427.40 Unrealized +39.8%
CB Chubb LTD F 1.1%
Value ($000) $72,435 Shares 239,225 Est. Cost $143.24 Unrealized +92.9%
DUK Duke Energy Corp 1.1%
Value ($000) $72,011 Shares 590,400 Est. Cost $65.98 Unrealized +67.6%
GOOGL Alphabet Inc. Class A 1.0%
Value ($000) $69,527 Shares 449,603 Est. Cost $107.82 Unrealized +67.6%
CRM Salesforce Inc 1.0%
Value ($000) $67,399 Shares 251,151 Est. Cost $193.50 Unrealized +59.7%
ADI Analog Devices Inc 1.0%
Value ($000) $66,568 Shares 330,085 Est. Cost $85.49 Unrealized +149.0%
WM Waste Management Inc 0.9%
Value ($000) $63,737 Shares 275,311 Est. Cost $88.65 Unrealized +146.3%
BAH Booz Allen Hamilton Class A 0.9%
Value ($000) $61,073 Shares 583,987 Est. Cost $81.07 Unrealized +44.7%
QCOM Qualcomm Inc 0.9%
Value ($000) $60,463 Shares 393,614 Est. Cost $134.85 Unrealized +18.4%
SPGI S&P Global Inc Com 0.9%
Value ($000) $60,408 Shares 118,888 Est. Cost $388.85 Unrealized +30.5%
AMT American Tower Corp REIT 0.9%
Value ($000) $60,194 Shares 276,627 Est. Cost $168.81 Unrealized +12.3%
ZTS Zoetis Inc Class A 0.9%
Value ($000) $58,165 Shares 353,262 Est. Cost $157.72 Unrealized +4.3%
FDX Fedex Corp 0.8%
Value ($000) $57,102 Shares 232,914 Est. Cost $210.73 Unrealized +20.3%
BRK/A Berkshire Hathaway Class A 0.8%
Value ($000) $56,689 Shares 71 Est. Cost $665627.44 Unrealized +9.6%
VCSH Vanguard Short Term Corp Bond ETF 0.8%
Value ($000) $55,030 Shares 697,107 Est. Cost $79.50 Unrealized
ITW Illinois Tool Works 0.8%
Value ($000) $52,030 Shares 208,529 Est. Cost $134.22 Unrealized +86.8%
VCIT Vanguard Intermediate Term Cor ETF 0.7%
Value ($000) $50,612 Shares 619,025 Est. Cost $87.91 Unrealized
JNJ Johnson & Johnson 0.7%
Value ($000) $49,750 Shares 299,987 Est. Cost $121.47 Unrealized +25.5%
MKC MC Cormick & Co Inc 0.7%
Value ($000) $49,096 Shares 596,475 Est. Cost $65.34 Unrealized +16.9%
LH Labcorp Holdings Inc 0.7%
Value ($000) $48,647 Shares 209,020 Est. Cost $199.72 Unrealized +20.3%
CFR Cullen Frost Bankers 0.7%
Value ($000) $46,543 Shares 371,748 Est. Cost $99.45 Unrealized +31.4%
ASML Asml Holding NV 0.7%
Value ($000) $46,390 Shares 70,009 Est. Cost $907.37 Unrealized
IJR iShares Core S&P Small Cap ETF 0.7%
Value ($000) $45,754 Shares 437,547 Est. Cost $102.35 Unrealized
VTI Vanguard Total Stock Market ETF 0.6%
Value ($000) $41,638 Shares 151,501 Est. Cost $168.14 Unrealized
GD General Dynamics Co 0.6%
Value ($000) $38,596 Shares 141,595 Est. Cost $157.92 Unrealized +62.0%
IJH iShares Core S&P Mid Cap ETF 0.6%
Value ($000) $38,215 Shares 654,930 Est. Cost $76.82 Unrealized
WMT WalMart Inc 0.5%
Value ($000) $35,848 Shares 407,248 Est. Cost $49.01 Unrealized +89.7%
IGSB iShares TR Is 1 5 YR In GR CR BD ETF 0.5%
Value ($000) $34,080 Shares 650,747 Est. Cost $54.17 Unrealized
SHY iShares 1-3 Year Treasry Bond ETF 0.5%
Value ($000) $33,444 Shares 404,252 Est. Cost $82.21 Unrealized
MDY SPDR S&P Midcap 400 ETF 0.5%
Value ($000) $33,001 Shares 61,708 Est. Cost $401.55 Unrealized
CDW CDW Corp 0.5%
Value ($000) $31,545 Shares 196,835 Est. Cost $122.93 Unrealized +45.8%
UNP Union Pacific Corp 0.5%
Value ($000) $31,483 Shares 133,268 Est. Cost $141.40 Unrealized +66.6%
ADP Auto Data Processing 0.5%
Value ($000) $30,715 Shares 100,027 Est. Cost $104.65 Unrealized +182.3%
MCD McDonalds Corp 0.4%
Value ($000) $28,505 Shares 91,252 Est. Cost $151.81 Unrealized +92.9%
VMBS Vanguard Mortgage Backed Sec ETF 0.4%
Value ($000) $27,399 Shares 591,635 Est. Cost $50.07 Unrealized
AXP American Express Co 0.4%
Value ($000) $27,378 Shares 101,759 Est. Cost $108.22 Unrealized +170.3%
ABBV Abbvie Inc 0.4%
Value ($000) $25,141 Shares 119,991 Est. Cost $85.06 Unrealized +122.6%
IEMG iShares Core MSCI Emerging ETF 0.4%
Value ($000) $24,576 Shares 455,367 Est. Cost $54.84 Unrealized
SCHB Schwab US Broad Market ETF 0.3%
Value ($000) $22,673 Shares 1,053,093 Est. Cost $34.45 Unrealized
FNDX Schwab Fundamental US Large Co ETF 0.3%
Value ($000) $22,643 Shares 959,046 Est. Cost $30.14 Unrealized
JQUA JPMorgan U.S. Quality Factor ETF 0.3%
Value ($000) $21,809 Shares 386,212 Est. Cost $51.09 Unrealized
RTX Raytheon Technologies Co 0.3%
Value ($000) $21,480 Shares 162,165 Est. Cost $62.61 Unrealized +99.3%
LLY Lilly Eli & Co 0.3%
Value ($000) $21,371 Shares 25,876 Est. Cost $156.76 Unrealized +427.4%
TMUS T-Mobile US Inc Com 0.3%
Value ($000) $20,849 Shares 78,171 Est. Cost $226.18 Unrealized +7.4%
BSV Vanguard Short-Term Bond ETF 0.3%
Value ($000) $20,267 Shares 258,907 Est. Cost $82.35 Unrealized
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $19,076 Shares 33,998 Est. Cost $346.93 Unrealized
DIS Walt Disney Co 0.3%
Value ($000) $18,139 Shares 183,777 Est. Cost $113.55 Unrealized -6.4%
CP Canadian Pacific Kansas City LTD 0.3%
Value ($000) $18,074 Shares 257,422 Est. Cost $77.51 Unrealized -2.4%
IWR iShares Russell Mid Cap ETF 0.3%
Value ($000) $17,906 Shares 210,482 Est. Cost $73.07 Unrealized
CINF Cincinnati Finl 0.3%
Value ($000) $17,563 Shares 118,195 Est. Cost $86.80 Unrealized +58.6%
NSC Norfolk Southern Co 0.2%
Value ($000) $16,791 Shares 70,893 Est. Cost $126.78 Unrealized +88.8%
AGG iShares Core US Aggregate Bond ETF 0.2%
Value ($000) $16,553 Shares 167,339 Est. Cost $110.78 Unrealized
GOVT iShares US Treasury Bond ETF 0.2%
Value ($000) $16,280 Shares 708,303 Est. Cost $23.00 Unrealized
NKE Nike Inc Class B 0.2%
Value ($000) $16,006 Shares 250,259 Est. Cost $69.33 Unrealized +3.9%
USB US Bancorp 0.2%
Value ($000) $15,941 Shares 373,158 Est. Cost $41.16 Unrealized +7.4%
VEU Vanguard FTSE All World Ex US ETF 0.2%
Value ($000) $15,269 Shares 251,710 Est. Cost $52.44 Unrealized
DHR Danaher Corp 0.2%
Value ($000) $14,667 Shares 71,433 Est. Cost $127.03 Unrealized +70.8%
MRK Merck & Co. Inc. 0.2%
Value ($000) $14,285 Shares 157,722 Est. Cost $65.63 Unrealized +37.3%
EFA iShares MSCI EAFE ETF 0.2%
Value ($000) $13,608 Shares 166,502 Est. Cost $64.29 Unrealized
SHYG iShares High Yield Corporate Bond ETF 0.2%
Value ($000) $13,595 Shares 319,739 Est. Cost $43.20 Unrealized
VBR Vanguard Small Cap Value ETF 0.2%
Value ($000) $13,269 Shares 71,227 Est. Cost $130.13 Unrealized
IWP iShares Russell Mid Cap Growth ETF 0.2%
Value ($000) $13,089 Shares 111,405 Est. Cost $110.73 Unrealized
HD Home Depot Inc 0.2%
Value ($000) $12,993 Shares 35,452 Est. Cost $196.73 Unrealized +93.5%
MBB iShares MBS ETF IV 0.2%
Value ($000) $12,958 Shares 138,177 Est. Cost $97.95 Unrealized
USIG iShares Broad USD Investment Grade Corporate Bond ETF 0.2%
Value ($000) $12,666 Shares 247,960 Est. Cost $51.20 Unrealized
XOM Exxon Mobil Corp 0.2%
Value ($000) $12,450 Shares 104,683 Est. Cost $58.58 Unrealized +83.0%
KO The Coca-Cola Co 0.2%
Value ($000) $12,099 Shares 167,736 Est. Cost $43.61 Unrealized +49.0%
IWB iShares Russell 1000 ETF 0.2%
Value ($000) $11,607 Shares 37,839 Est. Cost $226.90 Unrealized
TRV Travelers Companies 0.2%
Value ($000) $10,901 Shares 41,221 Est. Cost $135.11 Unrealized +81.6%
IWS iShares Russell Mid Cap Value ETF 0.2%
Value ($000) $10,533 Shares 83,614 Est. Cost $94.33 Unrealized
EMR Emerson Electric Co 0.2%
Value ($000) $10,490 Shares 95,677 Est. Cost $57.91 Unrealized +105.1%
VB Vanguard Small Cap ETF 0.2%
Value ($000) $10,269 Shares 46,308 Est. Cost $162.71 Unrealized
IVV iShares Core S&P 500 ETF 0.2%
Value ($000) $10,262 Shares 18,262 Est. Cost $312.80 Unrealized
XLK Technology Select Sector SPDR ETF 0.2%
Value ($000) $10,209 Shares 49,444 Est. Cost $129.28 Unrealized
NVS Novartis AG F Sponsored ADR 0.1%
Value ($000) $9,838 Shares 85,187 Est. Cost $81.06 Unrealized
MDLZ Mondelez Intl Class A 0.1%
Value ($000) $9,827 Shares 143,843 Est. Cost $48.39 Unrealized +23.5%
BMY Bristol-Myers Squibb 0.1%
Value ($000) $9,708 Shares 159,172 Est. Cost $45.75 Unrealized +21.3%
ETN Eaton Corp PLC F 0.1%
Value ($000) $9,680 Shares 35,609 Est. Cost $72.06 Unrealized +328.2%
CL Colgate-Palmolive Co 0.1%
Value ($000) $9,558 Shares 102,005 Est. Cost $63.00 Unrealized +39.4%
VBK Vanguard Small Cap Growth ETF 0.1%
Value ($000) $9,306 Shares 36,962 Est. Cost $182.61 Unrealized
WEC W E C Energy Group Inc 0.1%
Value ($000) $9,042 Shares 82,966 Est. Cost $48.99 Unrealized +102.6%
TSLA Tesla Inc 0.1%
Value ($000) $8,951 Shares 34,537 Est. Cost $281.30 Unrealized +18.5%
V Visa Inc Class A 0.1%
Value ($000) $8,886 Shares 25,354 Est. Cost $193.17 Unrealized +74.1%
ROK Rockwell Automation 0.1%
Value ($000) $8,175 Shares 31,638 Est. Cost $141.39 Unrealized +94.1%
BDX Becton Dickinson & Co. 0.1%
Value ($000) $8,168 Shares 35,660 Est. Cost $224.15 Unrealized +1.4%
ORCL Oracle Corp 0.1%
Value ($000) $8,023 Shares 57,386 Est. Cost $92.49 Unrealized +74.7%
AVGO Broadcom Inc 0.1%
Value ($000) $7,901 Shares 47,189 Est. Cost $148.33 Unrealized +41.5%
SCHF Schwab International Equity ETF 0.1%
Value ($000) $7,394 Shares 373,786 Est. Cost $24.56 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 0.1%
Value ($000) $7,207 Shares 159,230 Est. Cost $45.61 Unrealized
XLY SPDR Fund Consumer Discre Select ETF 0.1%
Value ($000) $7,046 Shares 35,682 Est. Cost $112.64 Unrealized
SCHX Schwab US Large Cap ETF 0.1%
Value ($000) $6,853 Shares 310,377 Est. Cost $33.74 Unrealized
MUB iShares National Muni Bond ETF 0.1%
Value ($000) $6,837 Shares 64,844 Est. Cost $110.32 Unrealized
MCK Mckesson Corp 0.1%
Value ($000) $6,781 Shares 10,065 Est. Cost $355.87 Unrealized +73.1%
LMT Lockheed Martin Corp 0.1%
Value ($000) $6,722 Shares 15,048 Est. Cost $306.72 Unrealized +46.2%
TPL Texas Pacific Land Corp 0.1%
Value ($000) $6,695 Shares 5,053 Est. Cost $150.57 Unrealized +194.4%
SBUX Starbucks Corp 0.1%
Value ($000) $6,616 Shares 67,448 Est. Cost $80.26 Unrealized +25.8%
CTAS Cintas Corp 0.1%
Value ($000) $6,590 Shares 32,063 Est. Cost $154.59 Unrealized +27.9%
VIG Vanguard Dividend Appreciation ETF 0.1%
Value ($000) $6,463 Shares 33,318 Est. Cost $126.11 Unrealized
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $6,405 Shares 32,109 Est. Cost $168.31 Unrealized
YUM Yum Brands Inc 0.1%
Value ($000) $6,354 Shares 40,379 Est. Cost $117.95 Unrealized +20.1%
IGIB iShares TRT Is 5 10 Inv GR CR BD ETF 0.1%
Value ($000) $6,279 Shares 119,557 Est. Cost $53.28 Unrealized
SYY Sysco Corp 0.1%
Value ($000) $5,999 Shares 79,944 Est. Cost $58.70 Unrealized +21.5%
IBM IBM Corp 0.1%
Value ($000) $5,873 Shares 23,619 Est. Cost $107.14 Unrealized +123.4%
SYK Stryker Corp 0.1%
Value ($000) $5,860 Shares 15,708 Est. Cost $233.38 Unrealized +61.6%
SPIB SPDR Intermediate Term Corp Bond ETF 0.1%
Value ($000) $5,817 Shares 174,995 Est. Cost $31.91 Unrealized
VGSH Vanguard Short Term Treasury ETF 0.1%
Value ($000) $5,812 Shares 99,029 Est. Cost $58.11 Unrealized
PM Philip Morris Intl 0.1%
Value ($000) $5,281 Shares 32,989 Est. Cost $76.66 Unrealized +78.7%
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $5,153 Shares 19,926 Est. Cost $172.68 Unrealized
VFH Vanguard Financials ETF 0.1%
Value ($000) $5,112 Shares 42,786 Est. Cost $71.00 Unrealized
SCHG Schwab US Large Cap Growth ETF 0.1%
Value ($000) $5,105 Shares 203,862 Est. Cost $37.72 Unrealized
IYW iShares US Technology ETF 0.1%
Value ($000) $5,048 Shares 35,943 Est. Cost $129.02 Unrealized
CSCO Cisco Systems Inc 0.1%
Value ($000) $4,739 Shares 76,798 Est. Cost $42.98 Unrealized +39.8%
WMB Williams Companies 0.1%
Value ($000) $4,699 Shares 78,625 Est. Cost $26.83 Unrealized +106.6%
IVE iShares S&P 500 Value ETF 0.1%
Value ($000) $4,517 Shares 23,701 Est. Cost $116.39 Unrealized
VGT Vanguard Information Technology ETF 0.1%
Value ($000) $4,413 Shares 8,137 Est. Cost $272.03 Unrealized
SPSB SPDR Short Term Corporate BND ETF 0.1%
Value ($000) $4,129 Shares 137,189 Est. Cost $29.40 Unrealized
VXF Vanguard Extended Market ETF 0.1%
Value ($000) $4,083 Shares 23,700 Est. Cost $111.83 Unrealized
SCHE Schwab Emerging Markets Equity ETF 0.1%
Value ($000) $4,003 Shares 145,202 Est. Cost $25.43 Unrealized
TTWO Take-Two Interactive 0.1%
Value ($000) $3,853 Shares 18,592 Est. Cost $150.36 Unrealized +32.9%
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $3,852 Shares 52,449 Est. Cost $76.95 Unrealized
CSX CSX Corp 0.1%
Value ($000) $3,834 Shares 130,285 Est. Cost $30.29 Unrealized +3.4%
HON Honeywell Intl Inc 0.1%
Value ($000) $3,667 Shares 17,319 Est. Cost $148.77 Unrealized +33.4%
JPST JPMorgan Ultra Short Income ETF 0.1%
Value ($000) $3,629 Shares 71,683 Est. Cost $50.58 Unrealized
KMB Kimberly Clark Corp 0.1%
Value ($000) $3,626 Shares 25,254 Est. Cost $101.66 Unrealized +27.7%
IVW iShares S&P 500 Growth ETF 0.1%
Value ($000) $3,604 Shares 38,822 Est. Cost $66.29 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $3,585 Shares 141,475 Est. Cost $28.95 Unrealized -14.6%
BY Byline Bancorp Inc Com 0.1%
Value ($000) $3,510 Shares 134,158 Est. Cost $24.67 Unrealized +12.1%
AMP Ameriprise Finl 0.1%
Value ($000) $3,467 Shares 7,161 Est. Cost $296.47 Unrealized +74.9%
ENB Enbridge Inc F 0.1%
Value ($000) $3,409 Shares 76,961 Est. Cost $22.63 Unrealized +82.9%
T A T & T Inc 0.0%
Value ($000) $3,256 Shares 115,149 Est. Cost $15.95 Unrealized +52.7%
VTIP Vanguard SHRT Inf Prot Sec Index ETF 0.0%
Value ($000) $3,154 Shares 63,201 Est. Cost $48.10 Unrealized
TIP iShares TIPS Bond ETF 0.0%
Value ($000) $3,058 Shares 27,523 Est. Cost $126.65 Unrealized
BKNG Booking Holdings Inc 0.0%
Value ($000) $3,045 Shares 661 Est. Cost $2572.18 Unrealized +84.6%
NVO Novo-Nordisk A S F Sponsored ADR 0.0%
Value ($000) $3,027 Shares 42,886 Est. Cost $70.51 Unrealized
VIS Vanguard Industrials ETF 0.0%
Value ($000) $2,971 Shares 12,000 Est. Cost $139.44 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $2,956 Shares 25,340 Est. Cost $75.21 Unrealized +67.4%
KR Kroger Co 0.0%
Value ($000) $2,923 Shares 43,176 Est. Cost $28.65 Unrealized +117.4%
XLV Select Sector Health Care SPDR ETF 0.0%
Value ($000) $2,911 Shares 19,934 Est. Cost $92.30 Unrealized
SCZ iShares MSCI EAFE Small Cap ETF 0.0%
Value ($000) $2,884 Shares 45,390 Est. Cost $57.06 Unrealized
CMCSA Comcast Corp Class A 0.0%
Value ($000) $2,870 Shares 77,774 Est. Cost $39.06 Unrealized -10.3%
SCHA Schwab US Small Cap ETF 0.0%
Value ($000) $2,855 Shares 121,853 Est. Cost $38.95 Unrealized
GE General Electric Co 0.0%
Value ($000) $2,847 Shares 14,197 Est. Cost $88.51 Unrealized +121.1%
COP Conocophillips 0.0%
Value ($000) $2,784 Shares 26,511 Est. Cost $65.53 Unrealized +47.7%
CAH Cardinal Health Inc 0.0%
Value ($000) $2,659 Shares 19,303 Est. Cost $72.77 Unrealized +73.0%
WSBC Wesbanco Inc 0.0%
Value ($000) $2,571 Shares 82,049 Est. Cost $26.05 Unrealized +28.2%
MRSH Marsh & MC Lennan Co 0.0%
Value ($000) $2,548 Shares 10,441 Est. Cost $118.07 Unrealized +89.2%
MMM 3M Co 0.0%
Value ($000) $2,543 Shares 17,314 Est. Cost $119.98 Unrealized +20.5%
VTWV Vanguard Russell 2000 Value ETF 0.0%
Value ($000) $2,536 Shares 19,055 Est. Cost $139.80 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.0%
Value ($000) $2,504 Shares 49,253 Est. Cost $43.22 Unrealized
VTEB Vanguard Muni BND Tax Exempt ETF 0.0%
Value ($000) $2,453 Shares 49,441 Est. Cost $50.88 Unrealized
DEO Diageo PLC F Sponsored ADR 0.0%
Value ($000) $2,452 Shares 22,949 Est. Cost $137.62 Unrealized
VUG Vanguard Growth ETF 0.0%
Value ($000) $2,343 Shares 6,319 Est. Cost $209.42 Unrealized
VV Vanguard Large Cap ETF 0.0%
Value ($000) $2,338 Shares 9,098 Est. Cost $166.01 Unrealized
ESGV Vanguard ESG U.S. Stock ETF 0.0%
Value ($000) $2,251 Shares 22,980 Est. Cost $83.43 Unrealized
VDC Vanguard Consumer Staple ETF 0.0%
Value ($000) $2,245 Shares 10,259 Est. Cost $134.99 Unrealized
TGT Target Corp 0.0%
Value ($000) $2,236 Shares 21,424 Est. Cost $69.07 Unrealized +74.1%
VMC Vulcan Materials Com 0.0%
Value ($000) $2,194 Shares 9,406 Est. Cost $187.52 Unrealized +34.5%
PSX Phillips 66 0.0%
Value ($000) $2,182 Shares 17,671 Est. Cost $78.80 Unrealized +51.3%
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $2,172 Shares 14,384 Est. Cost $117.85 Unrealized
IWO iShares Russell 2000 Growth ETF 0.0%
Value ($000) $2,157 Shares 8,440 Est. Cost $198.47 Unrealized
SCHM Charles Schwab US MC ETF 0.0%
Value ($000) $2,146 Shares 81,911 Est. Cost $37.56 Unrealized
BAC Bank Of America Corp 0.0%
Value ($000) $2,142 Shares 51,320 Est. Cost $26.85 Unrealized +62.5%
TXN Texas Instruments 0.0%
Value ($000) $2,113 Shares 11,760 Est. Cost $149.03 Unrealized +22.3%
ALL Allstate Corp 0.0%
Value ($000) $2,069 Shares 9,946 Est. Cost $97.54 Unrealized +96.1%
INTC Intel Corp 0.0%
Value ($000) $2,019 Shares 88,904 Est. Cost $41.05 Unrealized -46.7%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $1,980 Shares 38,025 Est. Cost $54.72 Unrealized -12.3%
ELV Elevance Health, Inc 0.0%
Value ($000) $1,962 Shares 4,511 Est. Cost $406.34 Unrealized -3.0%
CAT Caterpillar Inc 0.0%
Value ($000) $1,954 Shares 5,925 Est. Cost $231.99 Unrealized +51.7%
BLK BlackRock Inc Com 0.0%
Value ($000) $1,951 Shares 2,061 Est. Cost $985.72 Unrealized -2.4%
SUSB iShares Esg Awr 1 5 Y Usd CP BND ETF 0.0%
Value ($000) $1,922 Shares 76,916 Est. Cost $25.66 Unrealized
SCHW Charles Schwab Corp 0.0%
Value ($000) $1,910 Shares 24,398 Est. Cost $39.09 Unrealized +98.7%
MLN Vaneck Vectors Long Muni ETF 0.0%
Value ($000) $1,822 Shares 104,800 Est. Cost $19.72 Unrealized
TTC Toro Co 0.0%
Value ($000) $1,819 Shares 24,873 Est. Cost $102.53 Unrealized -22.9%
QUAL iShares MSCI USA QLTY Fact ETF 0.0%
Value ($000) $1,804 Shares 10,559 Est. Cost $149.91 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $1,802 Shares 45,540 Est. Cost $29.30 Unrealized +38.9%
PH Parker-Hannifin Corp 0.0%
Value ($000) $1,795 Shares 2,954 Est. Cost $380.66 Unrealized +70.4%
QQQ Invesco QQQ Trust 0.0%
Value ($000) $1,771 Shares 3,770 Est. Cost $328.92 Unrealized
CARR Carrier Global Corp 0.0%
Value ($000) $1,765 Shares 27,835 Est. Cost $23.60 Unrealized +178.7%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $1,752 Shares 9,311 Est. Cost $177.09 Unrealized
PNC PNC Finl Services 0.0%
Value ($000) $1,734 Shares 9,867 Est. Cost $123.86 Unrealized +48.0%
IWF iShares Russell 1000 Growth ETF 0.0%
Value ($000) $1,733 Shares 4,800 Est. Cost $272.77 Unrealized
LHX L3harris Technologies Inc. 0.0%
Value ($000) $1,693 Shares 8,088 Est. Cost $183.81 Unrealized +12.1%
UPS United Parcel Service Class B 0.0%
Value ($000) $1,691 Shares 15,379 Est. Cost $94.54 Unrealized +19.2%
VNQ Vanguard Real Estate ETF 0.0%
Value ($000) $1,671 Shares 18,452 Est. Cost $107.96 Unrealized
XLC Communicat SVS SLCT Sec SPDR ETF 0.0%
Value ($000) $1,657 Shares 17,181 Est. Cost $56.23 Unrealized
CHWY Chewy Inc CL A 0.0%
Value ($000) $1,649 Shares 50,730 Est. Cost $31.10 Unrealized +15.3%
AWK American Water Works 0.0%
Value ($000) $1,623 Shares 11,002 Est. Cost $114.76 Unrealized +12.5%
NTRS Northern Trust Corp 0.0%
Value ($000) $1,590 Shares 15,992 Est. Cost $75.31 Unrealized +37.4%
GS Goldman Sachs Group 0.0%
Value ($000) $1,581 Shares 2,893 Est. Cost $323.35 Unrealized +82.7%
EAGG iShares Esg Aware US Aggrgt BND ETF 0.0%
Value ($000) $1,580 Shares 33,281 Est. Cost $54.13 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $1,529 Shares 6,923 Est. Cost $118.95 Unrealized +84.0%
EEM iShares MSCI Emerging Markets ETF 0.0%
Value ($000) $1,513 Shares 34,633 Est. Cost $45.38 Unrealized
MAR Marriott Intl Inc Class A 0.0%
Value ($000) $1,496 Shares 6,279 Est. Cost $163.18 Unrealized +65.1%
BA Boeing Co 0.0%
Value ($000) $1,459 Shares 8,554 Est. Cost $308.70 Unrealized -43.9%
ADBE Adobe Inc 0.0%
Value ($000) $1,451 Shares 3,784 Est. Cost $374.13 Unrealized +14.6%
WFC Wells Fargo & Co 0.0%
Value ($000) $1,447 Shares 20,149 Est. Cost $45.46 Unrealized +62.1%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $1,423 Shares 5,375 Est. Cost $228.04 Unrealized
MPC Marathon Pete Corp 0.0%
Value ($000) $1,396 Shares 9,580 Est. Cost $61.79 Unrealized +134.9%
APD Air Prod & Chemicals 0.0%
Value ($000) $1,393 Shares 4,725 Est. Cost $195.69 Unrealized +53.5%
BK Bank Of NY Mellon Co 0.0%
Value ($000) $1,391 Shares 16,584 Est. Cost $43.47 Unrealized +89.9%
VT Vanguard Total World Stock ETF 0.0%
Value ($000) $1,391 Shares 11,994 Est. Cost $77.71 Unrealized
PRU Prudential Finl 0.0%
Value ($000) $1,374 Shares 12,302 Est. Cost $75.17 Unrealized +44.9%
MET Metlife Inc 0.0%
Value ($000) $1,373 Shares 17,098 Est. Cost $51.51 Unrealized +57.5%
ISRG Intuitive Surgical 0.0%
Value ($000) $1,371 Shares 2,769 Est. Cost $281.29 Unrealized +96.6%
DCI Donaldson Co 0.0%
Value ($000) $1,356 Shares 20,222 Est. Cost $44.32 Unrealized +53.6%
AMD Advanced Micro 0.0%
Value ($000) $1,295 Shares 12,600 Est. Cost $124.14 Unrealized -10.4%
COR Cencora Inc 0.0%
Value ($000) $1,293 Shares 4,648 Est. Cost $168.81 Unrealized +47.8%
MLM Martin Marietta Matr 0.0%
Value ($000) $1,286 Shares 2,690 Est. Cost $304.96 Unrealized +65.7%
MFC Manulife Finl F 0.0%
Value ($000) $1,259 Shares 40,423 Est. Cost $19.96 Unrealized +51.4%
GIS General Mills Inc 0.0%
Value ($000) $1,234 Shares 20,632 Est. Cost $71.03 Unrealized -18.4%
KMI Kinder Morgan Inc 0.0%
Value ($000) $1,215 Shares 42,580 Est. Cost $14.82 Unrealized +80.2%
CMG Chipotle Mexican GRL 0.0%
Value ($000) $1,205 Shares 24,006 Est. Cost $61.10 Unrealized -11.0%
IBB iShares Nasdaq Biotechnology ETF 0.0%
Value ($000) $1,192 Shares 9,322 Est. Cost $109.59 Unrealized
BF/B Brown Forman Corp Class B 0.0%
Value ($000) $1,147 Shares 33,571 Est. Cost $55.09 Unrealized -40.5%
VZ Verizon Communication 0.0%
Value ($000) $1,141 Shares 25,159 Est. Cost $34.17 Unrealized +15.8%
SHW Sherwin Williams Co 0.0%
Value ($000) $1,138 Shares 3,259 Est. Cost $277.89 Unrealized +25.3%
VGIT Vanguard Intermediate-Term Treasury Index FD ETF 0.0%
Value ($000) $1,111 Shares 18,698 Est. Cost $59.12 Unrealized
CME Cme Group Inc Class A 0.0%
Value ($000) $1,089 Shares 4,104 Est. Cost $186.71 Unrealized +29.8%
GWW WW Grainger Inc 0.0%
Value ($000) $1,071 Shares 1,084 Est. Cost $265.27 Unrealized +286.7%
GLD SPDR Gold Shares ETF 0.0%
Value ($000) $1,064 Shares 3,692 Est. Cost $175.61 Unrealized
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $1,063 Shares 3,345 Est. Cost $269.60 Unrealized
Cohen Steers REIT Prefer 0.0%
Value ($000) $1,057 Shares 47,885 Est. Cost $18.47 Unrealized
HUM Humana Inc 0.0%
Value ($000) $1,041 Shares 3,921 Est. Cost $487.27 Unrealized -45.3%
PCAR Paccar Inc 0.0%
Value ($000) $1,027 Shares 10,547 Est. Cost $43.55 Unrealized +136.4%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $1,023 Shares 9,909 Est. Cost $49.27 Unrealized +95.2%
EXPE Expedia Group Inc. 0.0%
Value ($000) $985 Shares 5,857 Est. Cost $107.32 Unrealized +68.5%
Liberty All Star Equity 0.0%
Value ($000) $984 Shares 150,236 Est. Cost $6.57 Unrealized
IYH iShares US Healthcare ETF 0.0%
Value ($000) $973 Shares 15,972 Est. Cost $97.38 Unrealized
SCHV Schwab US Large Cap Value ETF 0.0%
Value ($000) $965 Shares 36,290 Est. Cost $38.26 Unrealized
GEV GE Vernova Inc Com 0.0%
Value ($000) $963 Shares 3,156 Est. Cost $160.81 Unrealized +116.5%
IYJ iShares US Industrials ETF 0.0%
Value ($000) $959 Shares 7,368 Est. Cost $115.69 Unrealized
MU Micron Technology 0.0%
Value ($000) $955 Shares 10,977 Est. Cost $69.35 Unrealized +38.0%
SMB Vaneck Vectors Short Muni ETF 0.0%
Value ($000) $942 Shares 54,963 Est. Cost $17.75 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $933 Shares 15,289 Est. Cost $34.69 Unrealized +47.1%
JMUB JPMorgan Municipal ETF 0.0%
Value ($000) $918 Shares 18,358 Est. Cost $51.11 Unrealized
NRG NRG Energy Inc 0.0%
Value ($000) $917 Shares 9,601 Est. Cost $35.61 Unrealized +180.9%
GNMA iShares GNMA Bond ETF 0.0%
Value ($000) $914 Shares 20,824 Est. Cost $43.73 Unrealized
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $912 Shares 7,074 Est. Cost $88.25 Unrealized
SO Southern Co 0.0%
Value ($000) $906 Shares 9,849 Est. Cost $46.85 Unrealized +79.6%
STZ Constellation Brand Class A 0.0%
Value ($000) $903 Shares 4,919 Est. Cost $180.85 Unrealized -1.7%
DOV Dover Corp 0.0%
Value ($000) $900 Shares 5,124 Est. Cost $102.15 Unrealized +86.3%
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $896 Shares 14,508 Est. Cost $57.41 Unrealized
CI CIGNA Corp 0.0%
Value ($000) $891 Shares 2,707 Est. Cost $220.13 Unrealized +34.3%
JBL Jabil Inc 0.0%
Value ($000) $859 Shares 6,314 Est. Cost $87.51 Unrealized +75.5%
AEP Amer Electric PWR Co 0.0%
Value ($000) $845 Shares 7,736 Est. Cost $77.60 Unrealized +26.9%
GILD Gilead Sciences Inc 0.0%
Value ($000) $838 Shares 7,482 Est. Cost $77.10 Unrealized +30.4%
ITOT iShares Total US Stock Market ETF 0.0%
Value ($000) $823 Shares 6,749 Est. Cost $89.54 Unrealized
IEX Idex Corp 0.0%
Value ($000) $823 Shares 4,550 Est. Cost $181.08 Unrealized +8.6%
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $817 Shares 29,223 Est. Cost $37.04 Unrealized
SIRI Siriusxm HLDGS Inc 0.0%
Value ($000) $801 Shares 35,508 Est. Cost $31.06 Unrealized -24.2%
HUBB Hubbell Inc 0.0%
Value ($000) $799 Shares 2,416 Est. Cost $202.46 Unrealized +89.0%
DVY iShares Select Dividend ETF 0.0%
Value ($000) $796 Shares 5,930 Est. Cost $103.11 Unrealized
ICE Intercontinental Exc 0.0%
Value ($000) $773 Shares 4,484 Est. Cost $126.09 Unrealized +28.6%
VSGX Vanguard Esg Internatnl Stock ETF 0.0%
Value ($000) $767 Shares 13,005 Est. Cost $48.30 Unrealized
MCO Moodys Corp Com 0.0%
Value ($000) $757 Shares 1,625 Est. Cost $200.94 Unrealized +138.2%
SPLV Invesco S&P 500 Low Volatility ETF 0.0%
Value ($000) $756 Shares 10,120 Est. Cost $62.15 Unrealized
PPG PPG Industries Inc 0.0%
Value ($000) $755 Shares 6,903 Est. Cost $121.13 Unrealized -7.0%
FCNCA First Citizens BKSH Class A 0.0%
Value ($000) $751 Shares 405 Est. Cost $423.56 Unrealized +379.0%
IVOO Vanguard S&P Mid Cap 400 ETF 0.0%
Value ($000) $744 Shares 7,538 Est. Cost $104.96 Unrealized
PYPL Paypal Holdings Inc 0.0%
Value ($000) $741 Shares 11,362 Est. Cost $87.52 Unrealized -11.2%
FSLR First Solar Inc 0.0%
Value ($000) $735 Shares 5,815 Est. Cost $156.33 Unrealized -0.1%
FNDF Schwab Fundamental Intl LG Co ETF 0.0%
Value ($000) $714 Shares 19,758 Est. Cost $35.74 Unrealized
VTWO Vanguard Russell 2000 ETF 0.0%
Value ($000) $698 Shares 8,655 Est. Cost $86.07 Unrealized
HSY Hershey Co 0.0%
Value ($000) $697 Shares 4,078 Est. Cost $107.24 Unrealized +48.5%
VUSB Vanguard Ultra Short Bond ETF 0.0%
Value ($000) $697 Shares 13,985 Est. Cost $50.02 Unrealized
SCHR Schwab Intermediate Term US TRS ETF 0.0%
Value ($000) $697 Shares 28,044 Est. Cost $31.31 Unrealized
TSM Taiwan Semiconductor F Sponsored ADR 0.0%
Value ($000) $697 Shares 4,181 Est. Cost $101.54 Unrealized
VPU Vanguard Utilities ETF 0.0%
Value ($000) $692 Shares 4,051 Est. Cost $114.93 Unrealized
Kellogg Co 0.0%
Value ($000) $687 Shares 8,323 Est. Cost $46.08 Unrealized +73.7%
ETR Entergy Corp 0.0%
Value ($000) $654 Shares 7,646 Est. Cost $71.45 Unrealized +12.6%
MSI Motorola Solutions 0.0%
Value ($000) $646 Shares 1,473 Est. Cost $189.78 Unrealized +132.7%
FNDE Schwab Fundamentaql Emg MKTS Large Com ETF 0.0%
Value ($000) $632 Shares 20,524 Est. Cost $30.62 Unrealized
VCEB Vanguard Esg US Bond ETF 0.0%
Value ($000) $632 Shares 10,042 Est. Cost $63.58 Unrealized
BX Blackstone Group Inc 0.0%
Value ($000) $626 Shares 4,479 Est. Cost $70.79 Unrealized +123.5%
AIG American Intl Group 0.0%
Value ($000) $618 Shares 7,103 Est. Cost $51.92 Unrealized +46.7%
FNDA Schwab Fundamental US Small Com ETF 0.0%
Value ($000) $614 Shares 22,426 Est. Cost $27.86 Unrealized
MDT Medtronic PLC F 0.0%
Value ($000) $604 Shares 6,675 Est. Cost $86.00 Unrealized +1.6%
AMAT Applied Materials 0.0%
Value ($000) $599 Shares 4,127 Est. Cost $123.91 Unrealized +34.5%
EG Everest Group, Ltd. 0.0%
Value ($000) $598 Shares 1,647 Est. Cost $221.80 Unrealized +57.7%
SWK Stanley Black & Deck 0.0%
Value ($000) $592 Shares 7,704 Est. Cost $152.73 Unrealized -47.1%
DSI iShares MSCI KLD 400 Social Indx ETF 0.0%
Value ($000) $590 Shares 5,763 Est. Cost $91.17 Unrealized
IYC iShares U.S. Consumer Services ETF 0.0%
Value ($000) $590 Shares 6,680 Est. Cost $84.43 Unrealized
SCHI Schwab 5 10 Year Corp Bond ETF 0.0%
Value ($000) $588 Shares 26,197 Est. Cost $22.46 Unrealized
VCR Vanguard Consumer Discretionary ETF 0.0%
Value ($000) $572 Shares 1,757 Est. Cost $219.02 Unrealized
HIG Hartford Finl SVC GP 0.0%
Value ($000) $572 Shares 4,602 Est. Cost $66.74 Unrealized +69.2%
Unilever PLC F Sponsored ADR 0.0%
Value ($000) $571 Shares 9,590 Est. Cost $54.06 Unrealized
AJG Arthur J Gallagher&c 0.0%
Value ($000) $570 Shares 1,651 Est. Cost $88.05 Unrealized +255.8%
PFF iShares Preferred Income Sec ETF 0.0%
Value ($000) $568 Shares 18,491 Est. Cost $37.02 Unrealized
PANW Palo Alto Networks Inc 0.0%
Value ($000) $568 Shares 3,330 Est. Cost $163.51 Unrealized +13.1%
LCNB LCNB Corp 0.0%
Value ($000) $556 Shares 37,621 Est. Cost $15.12 Unrealized -5.7%
ATO Atmos Energy Corp 0.0%
Value ($000) $555 Shares 3,593 Est. Cost $109.74 Unrealized +30.3%
HRB H & R Block 0.0%
Value ($000) $553 Shares 10,000 Est. Cost $20.60 Unrealized +152.0%
LBRDK Liberty Broadband Co Class C 0.0%
Value ($000) $549 Shares 6,453 Est. Cost $101.58 Unrealized -25.9%
SJM J M Smucker Co 0.0%
Value ($000) $547 Shares 4,622 Est. Cost $118.27 Unrealized -11.8%
GBF iShares Govt Credit Bond ETF 0.0%
Value ($000) $544 Shares 5,220 Est. Cost $101.59 Unrealized
CVS CVS Health Corp 0.0%
Value ($000) $533 Shares 7,865 Est. Cost $63.37 Unrealized -8.5%
SHEL Shell PLC F Unsponsored ADR 0.0%
Value ($000) $522 Shares 7,119 Est. Cost $57.56 Unrealized
ICF iShares Cohen And Steers REIT ETF 0.0%
Value ($000) $521 Shares 8,460 Est. Cost $62.65 Unrealized
FLOT iShares Floating Rate Bond ETF 0.0%
Value ($000) $511 Shares 10,000 Est. Cost $50.96 Unrealized
SCHZ Schwab US Aggregate Bond ETF 0.0%
Value ($000) $508 Shares 21,938 Est. Cost $41.93 Unrealized
BSM Black Stone Minerals LP 0.0%
Value ($000) $500 Shares 32,746 Est. Cost $6.68 Unrealized
Liberty Media Corp Del Com Liberty Live Ser C 0.0%
Value ($000) $499 Shares 7,330 Est. Cost $32.10 Unrealized
EBAY eBay Inc 0.0%
Value ($000) $498 Shares 7,358 Est. Cost $43.88 Unrealized +49.7%
HSIC Schein Henry Inc 0.0%
Value ($000) $498 Shares 7,270 Est. Cost $79.38 Unrealized -7.0%
DBEF Deutsche X-Trackers MSCI EAFE Hedged Equity 0.0%
Value ($000) $498 Shares 11,498 Est. Cost $41.40 Unrealized
TECK Teck Resources LTD F Class B 0.0%
Value ($000) $492 Shares 13,519 Est. Cost $42.97 Unrealized -3.5%
BF/A Brown Forman Corp Class A 0.0%
Value ($000) $490 Shares 14,550 Est. Cost $49.26 Unrealized -33.8%
WCN Waste Connectionsinc F 0.0%
Value ($000) $488 Shares 2,500 Est. Cost $158.95 Unrealized +15.9%
IYM iShares US Basic Materials ETF 0.0%
Value ($000) $488 Shares 3,618 Est. Cost $120.65 Unrealized
TXT Textron Inc 0.0%
Value ($000) $484 Shares 6,702 Est. Cost $87.69 Unrealized -14.7%
SYF Synchrony Finl 0.0%
Value ($000) $480 Shares 9,072 Est. Cost $43.43 Unrealized +40.2%
MAIN Main Street Capital 0.0%
Value ($000) $475 Shares 8,400 Est. Cost $39.67 Unrealized +49.9%
SRE Sempra Energy 0.0%
Value ($000) $475 Shares 6,597 Est. Cost $67.69 Unrealized +11.6%
KKR KKR & Co Inc 0.0%
Value ($000) $474 Shares 4,103 Est. Cost $51.41 Unrealized +166.3%
ON On Semiconductor 0.0%
Value ($000) $463 Shares 11,382 Est. Cost $82.71 Unrealized -39.2%
ANET Arista Networks Inc 0.0%
Value ($000) $462 Shares 5,963 Est. Cost $102.84 Unrealized -1.4%
Nuveen Clifornia Qulty M 0.0%
Value ($000) $461 Shares 40,750 Est. Cost $13.20 Unrealized
LYTS L S I Industries Inc 0.0%
Value ($000) $461 Shares 27,096 Est. Cost $15.30 Unrealized +25.4%
CM CDN Imperial BK Comm F 0.0%
Value ($000) $454 Shares 8,056 Est. Cost $47.11 Unrealized +25.3%
EW Edwards Lifesciences 0.0%
Value ($000) $452 Shares 6,242 Est. Cost $64.94 Unrealized +10.2%
STX Seagate Technology Holdings PB LTD Co 0.0%
Value ($000) $449 Shares 5,243 Est. Cost $66.04 Unrealized +40.5%
CNI Canadian Natl Railwy F 0.0%
Value ($000) $445 Shares 4,564 Est. Cost $110.48 Unrealized -10.1%
AMZA Etfis Ser TR I InfraCap MLP ETF 0.0%
Value ($000) $420 Shares 8,850 Est. Cost $33.16 Unrealized
TFC Truist Finl Corp 0.0%
Value ($000) $418 Shares 10,162 Est. Cost $39.66 Unrealized +7.7%
VLTO Veralto Corp 0.0%
Value ($000) $418 Shares 4,285 Est. Cost $81.66 Unrealized +21.7%
MOS The Mosaic Co 0.0%
Value ($000) $414 Shares 15,340 Est. Cost $35.86 Unrealized -28.3%
C Citigroup Inc 0.0%
Value ($000) $413 Shares 5,823 Est. Cost $44.67 Unrealized +66.9%
NTAP Netapp Inc 0.0%
Value ($000) $413 Shares 4,701 Est. Cost $46.85 Unrealized +131.2%
RIO Rio Tinto PLC F Sponsored ADR 0.0%
Value ($000) $407 Shares 6,525 Est. Cost $67.57 Unrealized
MCHP Microchip Technology 0.0%
Value ($000) $405 Shares 8,360 Est. Cost $60.22 Unrealized -10.0%
VXUS Vanguard Total International STK ETF 0.0%
Value ($000) $404 Shares 6,500 Est. Cost $53.38 Unrealized
TSCO Tractor Supply Comp 0.0%
Value ($000) $396 Shares 7,180 Est. Cost $52.82 Unrealized +2.1%
PFXF Vaneck Preferred Securities Ex Financials ETF 0.0%
Value ($000) $395 Shares 23,581 Est. Cost $17.44 Unrealized
L Loews Corp 0.0%
Value ($000) $395 Shares 4,300 Est. Cost $61.88 Unrealized +37.9%
USMV iShares MSCI USA Min Vol FCTR ETF 0.0%
Value ($000) $393 Shares 4,192 Est. Cost $75.81 Unrealized
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $392 Shares 2,892 Est. Cost $103.28 Unrealized
SCHO Schwab Short Term US Treasury ETF 0.0%
Value ($000) $389 Shares 15,996 Est. Cost $35.10 Unrealized
JNK SPDR Bloomberg Barclays High Yield Bond ETF 0.0%
Value ($000) $385 Shares 4,036 Est. Cost $96.40 Unrealized
ESLT Elbit Systems LTD F 0.0%
Value ($000) $384 Shares 1,000 Est. Cost $182.23 Unrealized +76.6%
CRSP Crispr Therapeutics F 0.0%
Value ($000) $378 Shares 11,100 Est. Cost $79.31 Unrealized -46.6%
TAK Takeda Pharma Co F Sponsored ADR 0.0%
Value ($000) $377 Shares 25,326 Est. Cost $13.85 Unrealized
NNN National Retail Properties Inc 0.0%
Value ($000) $373 Shares 8,750 Est. Cost $42.79 Unrealized
LRGF iShares Edge MSCI Multifactor USA ETF 0.0%
Value ($000) $367 Shares 6,347 Est. Cost $57.88 Unrealized
VTV Vanguard Value ETF 0.0%
Value ($000) $367 Shares 2,124 Est. Cost $150.69 Unrealized
SLB Schlumberger LTD F 0.0%
Value ($000) $361 Shares 8,574 Est. Cost $40.38 Unrealized -1.2%
CHH Choice Hotels Intl 0.0%
Value ($000) $359 Shares 2,700 Est. Cost $138.14 Unrealized +2.2%
FAST Fastenal Co 0.0%
Value ($000) $354 Shares 4,564 Est. Cost $13.59 Unrealized +171.0%
LAMR Lamar Advertising Co 0.0%
Value ($000) $353 Shares 3,100 Est. Cost $99.25 Unrealized
PGR Progressive Co Ohio 0.0%
Value ($000) $352 Shares 1,245 Est. Cost $120.98 Unrealized +102.8%
PFG Principal Finl 0.0%
Value ($000) $351 Shares 4,155 Est. Cost $64.13 Unrealized +25.1%
VIOO Vanguard S&P Small Cap 600 ETF 0.0%
Value ($000) $349 Shares 3,621 Est. Cost $120.61 Unrealized
EEMV Ishs MSCI Emerg MRKT Min Vol FCT ETF 0.0%
Value ($000) $347 Shares 5,940 Est. Cost $59.44 Unrealized
SHM SPDR Nuveen Bloomberg Barclays Short Term Muni Bond ETF 0.0%
Value ($000) $346 Shares 7,271 Est. Cost $47.02 Unrealized
MAC The Macerich Co REIT 0.0%
Value ($000) $343 Shares 20,000 Est. Cost $17.28 Unrealized
GLW Corning Inc 0.0%
Value ($000) $339 Shares 7,410 Est. Cost $26.36 Unrealized +84.2%
DFAC Dimensional U S Core Equity 2 ETF 0.0%
Value ($000) $338 Shares 10,255 Est. Cost $27.91 Unrealized
FTV Fortive Corp Disc 0.0%
Value ($000) $335 Shares 4,584 Est. Cost $49.53 Unrealized +18.1%
DKNG Draftkings Inc New Class A 0.0%
Value ($000) $333 Shares 10,020 Est. Cost $14.08 Unrealized +191.7%
BAX Baxter International 0.0%
Value ($000) $332 Shares 9,638 Est. Cost $60.45 Unrealized -46.8%
IBKR Interactive Brokers Class A 0.0%
Value ($000) $331 Shares 2,000 Est. Cost $16.85 Unrealized +192.7%
SCHC Schwab Internatnal Small Cap Eqy ETF 0.0%
Value ($000) $322 Shares 8,964 Est. Cost $36.28 Unrealized
Nuveen Arizona QLTY MNCP 0.0%
Value ($000) $320 Shares 26,400 Est. Cost $13.62 Unrealized
HPQ HP Inc. 0.0%
Value ($000) $320 Shares 11,420 Est. Cost $25.80 Unrealized +17.7%
XLE Energy Select Sector SPDR ETF 0.0%
Value ($000) $318 Shares 3,403 Est. Cost $89.28 Unrealized
VRSN Verisign Inc 0.0%
Value ($000) $317 Shares 1,250 Est. Cost $218.54 Unrealized +3.1%
SUSA iShares MSCI USA Esg Select ETF 0.0%
Value ($000) $317 Shares 2,760 Est. Cost $97.88 Unrealized
BN Brookfield Corp F Class A 0.0%
Value ($000) $313 Shares 5,975 Est. Cost $21.92 Unrealized +71.5%
EQT EQT Corporation Com 0.0%
Value ($000) $309 Shares 5,783 Est. Cost $34.39 Unrealized +47.0%
Discover Finl S 0.0%
Value ($000) $309 Shares 1,810 Est. Cost $105.06 Unrealized
DIA SPDR Dow Jones Industrial Average ETF Trust 0.0%
Value ($000) $299 Shares 710 Est. Cost $336.22 Unrealized
CBRE Cbre Group Inc Class A 0.0%
Value ($000) $298 Shares 2,275 Est. Cost $49.75 Unrealized +173.2%
NFLX Netflix Inc 0.0%
Value ($000) $297 Shares 318 Est. Cost $45.81 Unrealized +107.6%
PSA Public Storage REIT 0.0%
Value ($000) $296 Shares 989 Est. Cost $204.55 Unrealized +40.6%
ADSK Autodesk Inc 0.0%
Value ($000) $296 Shares 1,130 Est. Cost $181.88 Unrealized +56.4%
SCHH Charles Schwab US REIT ETF 0.0%
Value ($000) $294 Shares 13,654 Est. Cost $20.95 Unrealized
EUSB iShares ESG Advanced TTL USD BND ETF 0.0%
Value ($000) $293 Shares 6,762 Est. Cost $42.20 Unrealized
FLEX Flextronics Intl LTD Ord SHS 0.0%
Value ($000) $288 Shares 8,700 Est. Cost $17.83 Unrealized +119.7%
VRTX Vertex Pharmaceutica 0.0%
Value ($000) $285 Shares 587 Est. Cost $378.96 Unrealized +23.0%
A Agilent Technologies Inc Com 0.0%
Value ($000) $281 Shares 2,406 Est. Cost $155.79 Unrealized -14.0%
BSVO Ea Bridgeway Omni SML Cap Val ETF IV 0.0%
Value ($000) $281 Shares 14,455 Est. Cost $21.30 Unrealized
BNDX Vanguard Total International BND ETF 0.0%
Value ($000) $279 Shares 5,712 Est. Cost $48.79 Unrealized
NOC Northrop Grumman Co 0.0%
Value ($000) $276 Shares 539 Est. Cost $425.93 Unrealized +10.4%
VSS VGRD FTSE All WRLD Ex US SML Cap ETF 0.0%
Value ($000) $273 Shares 2,361 Est. Cost $103.06 Unrealized
DD DuPont De Nemours Inc 0.0%
Value ($000) $272 Shares 3,640 Est. Cost $26.76 Unrealized +19.2%
STE Steris PLC F 0.0%
Value ($000) $270 Shares 1,193 Est. Cost $210.20 Unrealized +4.0%
MUNI PIMCO Intrmediate Muni Bond Actv ETF 0.0%
Value ($000) $268 Shares 5,191 Est. Cost $52.71 Unrealized
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.0%
Value ($000) $267 Shares 3,357 Est. Cost $67.44 Unrealized
ORLY O Reilly Automotive 0.0%
Value ($000) $266 Shares 186 Est. Cost $66.01 Unrealized +31.8%
NXPI NXP Semiconductors F 0.0%
Value ($000) $266 Shares 1,394 Est. Cost $113.05 Unrealized +85.3%
LBRDA Liberty Broadband Corp Series A 0.0%
Value ($000) $260 Shares 3,063 Est. Cost $99.20 Unrealized -24.6%
CTVA Corteva Inc 0.0%
Value ($000) $259 Shares 4,111 Est. Cost $54.07 Unrealized +13.3%
TM Toyota Motor Corp F Sponsored ADR 0.0%
Value ($000) $259 Shares 1,465 Est. Cost $167.89 Unrealized
EXE Expand Energy Corp 0.0%
Value ($000) $257 Shares 2,313 Est. Cost $79.10 Unrealized +27.7%
TPR Tapestry Inc 0.0%
Value ($000) $255 Shares 3,627 Est. Cost $38.66 Unrealized +92.9%
FNDC Schwab Fundamental Intl SM Co ETF 0.0%
Value ($000) $254 Shares 7,014 Est. Cost $35.68 Unrealized
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $253 Shares 3,120 Est. Cost $87.73 Unrealized
TDS Telephone & Data SYS 0.0%
Value ($000) $246 Shares 6,354 Est. Cost $19.34 Unrealized +86.2%
GPC Genuine Parts Co 0.0%
Value ($000) $241 Shares 2,005 Est. Cost $83.67 Unrealized +39.6%
FIS Fidelity Natl Info 0.0%
Value ($000) $239 Shares 3,205 Est. Cost $108.59 Unrealized -32.2%
FCX Freeport-Mcmoran Inc 0.0%
Value ($000) $232 Shares 6,124 Est. Cost $36.99 Unrealized +2.2%
NVR N V R Inc 0.0%
Value ($000) $232 Shares 32 Est. Cost $9106.63 Unrealized -16.5%
FTNT Fortinet Inc 0.0%
Value ($000) $230 Shares 2,394 Est. Cost $59.33 Unrealized +70.9%
SPMB SPDR Port MRTGG BCKD BND ETF 0.0%
Value ($000) $228 Shares 10,341 Est. Cost $22.10 Unrealized
XLRE Select Sector SPDR TR Real Estate Select Sector SPDR FD 0.0%
Value ($000) $227 Shares 5,427 Est. Cost $37.11 Unrealized
OUNZ Vaneck Merk Gold ETF 0.0%
Value ($000) $226 Shares 7,500 Est. Cost $18.83 Unrealized
SOLV Solventum Corp Reg SHS 0.0%
Value ($000) $225 Shares 2,954 Est. Cost $60.70 Unrealized +22.7%
OKE Oneok Inc 0.0%
Value ($000) $223 Shares 2,249 Est. Cost $58.09 Unrealized +63.5%
SHOP Shopify Inc F Class A 0.0%
Value ($000) $220 Shares 2,309 Est. Cost $70.06 Unrealized +55.5%
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $220 Shares 14,133 Est. Cost $13.57 Unrealized +43.0%
REGN Regeneron Pharms Inc 0.0%
Value ($000) $218 Shares 344 Est. Cost $409.75 Unrealized +67.0%
Liberty Media Corp 0.0%
Value ($000) $217 Shares 3,222 Est. Cost $31.92 Unrealized
CHD Church & Dwight Co 0.0%
Value ($000) $216 Shares 1,964 Est. Cost $93.29 Unrealized +13.5%
VONG Vanguard Russell (1000 Growth Etf) 0.0%
Value ($000) $211 Shares 2,270 Est. Cost $93.71 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $209 Shares 824 Est. Cost $143.12 Unrealized +74.4%
BRX Brixmor Property Group REIT 0.0%
Value ($000) $207 Shares 7,800 Est. Cost $22.00 Unrealized
PGX Invesco Preferred ETF 0.0%
Value ($000) $205 Shares 18,236 Est. Cost $12.18 Unrealized
XLU Select Sector Uti Select SPDR ETF 0.0%
Value ($000) $204 Shares 2,590 Est. Cost $63.65 Unrealized
SCHP Schwab US TIPS ETF 0.0%
Value ($000) $203 Shares 7,540 Est. Cost $39.54 Unrealized
WBD Warner Brothers Discover 0.0%
Value ($000) $202 Shares 18,825 Est. Cost $15.40 Unrealized -32.1%
MINT PIMCO Enhanced SHRT Maturty Actv ETF 0.0%
Value ($000) $202 Shares 2,005 Est. Cost $101.82 Unrealized
OSBC Old Second BNCP Inc 0.0%
Value ($000) $202 Shares 12,123 Est. Cost $12.35 Unrealized +42.7%
AYI Acuity Brands Inc 0.0%
Value ($000) $198 Shares 753 Est. Cost $203.61 Unrealized +48.1%
ISCB iShares Morningstar Small Cap ETF 0.0%
Value ($000) $195 Shares 3,600 Est. Cost $81.85 Unrealized
KNSL Kinsale Cap Group Inc Com 0.0%
Value ($000) $195 Shares 400 Est. Cost $369.74 Unrealized +21.2%
ESGE iShares Esg Aware MSCI Em ETF 0.0%
Value ($000) $193 Shares 5,525 Est. Cost $33.74 Unrealized
XDTE Roundhill ETF Trust (S&P 500 0dte Covered Call Strategy Etf) 0.0%
Value ($000) $190 Shares 4,200 Est. Cost $45.18 Unrealized
HBAN Huntington Bancshs 0.0%
Value ($000) $182 Shares 12,018 Est. Cost $9.88 Unrealized +57.2%
Hillenbrand Inc 0.0%
Value ($000) $182 Shares 7,533 Est. Cost $51.02 Unrealized
FMC F M C Corp 0.0%
Value ($000) $182 Shares 4,247 Est. Cost $60.69 Unrealized -30.4%
TROW T Rowe Price Group 0.0%
Value ($000) $181 Shares 1,974 Est. Cost $89.11 Unrealized +12.9%
EPI Wisdomtree India Earnings ETF 0.0%
Value ($000) $179 Shares 4,100 Est. Cost $36.01 Unrealized
BATRK Atlanta Braves HLDGS Inc Com Ser C 0.0%
Value ($000) $179 Shares 4,463 Est. Cost $37.85 Unrealized +3.1%
FBIN Fortune Brand Innovations Inc. 0.0%
Value ($000) $178 Shares 2,925 Est. Cost $53.05 Unrealized +23.8%
CMI Cummins Inc 0.0%
Value ($000) $176 Shares 561 Est. Cost $198.29 Unrealized +74.5%
EXR Extra Space Storage Inc 0.0%
Value ($000) $175 Shares 1,177 Est. Cost $121.22 Unrealized +19.8%
OGE O G E Energy CP HLDG 0.0%
Value ($000) $175 Shares 3,800 Est. Cost $37.79 Unrealized +15.2%
PHO Invesco Water Resources ETF 0.0%
Value ($000) $174 Shares 2,700 Est. Cost $53.02 Unrealized
RGLD Royal Gold Inc 0.0%
Value ($000) $172 Shares 1,050 Est. Cost $128.67 Unrealized +14.0%
EFV iShares MSCI EAFE Value ETF 0.0%
Value ($000) $169 Shares 2,873 Est. Cost $45.21 Unrealized
VOE Vanguard Mid Cap Value ETF 0.0%
Value ($000) $168 Shares 1,046 Est. Cost $141.85 Unrealized
IGV iShares Expanded Tech STW SCTR ETF 0.0%
Value ($000) $166 Shares 1,870 Est. Cost $140.69 Unrealized
DRI Darden Restaurants 0.0%
Value ($000) $166 Shares 799 Est. Cost $121.42 Unrealized +55.4%
ESGU iShares Esg Aware MSCI USA ETF 0.0%
Value ($000) $165 Shares 1,355 Est. Cost $100.01 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $165 Shares 1,453 Est. Cost $122.51 Unrealized -13.5%
MTUM iShares TR Edge MSCI USA Momentum Factor ETF 0.0%
Value ($000) $164 Shares 810 Est. Cost $138.20 Unrealized
VOT Vanguard Mid Cap Growth ETF 0.0%
Value ($000) $160 Shares 653 Est. Cost $226.93 Unrealized
GEHC GE Healthcare Technologies 0.0%
Value ($000) $156 Shares 1,938 Est. Cost $72.88 Unrealized +17.8%
OHI Omega Hlthcare Invts REIT 0.0%
Value ($000) $156 Shares 4,100 Est. Cost $37.36 Unrealized
WY Weyerhaeuser Co REIT 0.0%
Value ($000) $156 Shares 5,324 Est. Cost $25.28 Unrealized +14.1%
EOG Eog Resources Inc 0.0%
Value ($000) $155 Shares 1,208 Est. Cost $82.09 Unrealized +52.4%
CHE Chemed Corp 0.0%
Value ($000) $154 Shares 250 Est. Cost $473.20 Unrealized +19.6%
NOW Servicenow Inc Com 0.0%
Value ($000) $154 Shares 193 Est. Cost $147.65 Unrealized +30.5%
CADE Cadence Bank 0.0%
Value ($000) $153 Shares 5,000 Est. Cost $22.42 Unrealized +43.4%
MMIT Iq Mackay Muni Inter ETF 0.0%
Value ($000) $153 Shares 6,390 Est. Cost $24.60 Unrealized
SRCE First Source Corp 0.0%
Value ($000) $153 Shares 2,550 Est. Cost $46.25 Unrealized
LRCX Lam Research Corp 0.0%
Value ($000) $150 Shares 2,061 Est. Cost $74.98 Unrealized +4.2%
XLF Select STR Financial Select SPDR ETF 0.0%
Value ($000) $150 Shares 3,015 Est. Cost $29.02 Unrealized
HASI Hannon Armstrong Sustainable 0.0%
Value ($000) $146 Shares 5,000 Est. Cost $26.77 Unrealized 0.0%
SUB iShares Short Term NTNL Mun BND ETF 0.0%
Value ($000) $146 Shares 1,380 Est. Cost $105.48 Unrealized
LNC Lincoln National Co 0.0%
Value ($000) $144 Shares 4,000 Est. Cost $32.13 Unrealized +5.1%
RIVN Rivian Automotive Inc Class A 0.0%
Value ($000) $142 Shares 11,425 Est. Cost $16.04 Unrealized -21.6%
ESGD iShares ESG Aware MSCI EAFE ETF 0.0%
Value ($000) $140 Shares 1,710 Est. Cost $73.88 Unrealized
EMLC Vaneck Vectors JP Morgan Em Local Currency BD ETF 0.0%
Value ($000) $139 Shares 5,826 Est. Cost $23.86 Unrealized
CSL Carlisle Companies Inc 0.0%
Value ($000) $138 Shares 404 Est. Cost $429.23 Unrealized -17.6%
BXP Boston Properties REIT 0.0%
Value ($000) $137 Shares 2,013 Est. Cost $85.13 Unrealized -21.5%
D Dominion Energy Inc 0.0%
Value ($000) $136 Shares 2,432 Est. Cost $56.62 Unrealized -6.9%
DOW Dow Inc 0.0%
Value ($000) $136 Shares 3,884 Est. Cost $41.18 Unrealized -12.7%
BR Broadridge Financial Solutions 0.0%
Value ($000) $134 Shares 551 Est. Cost $147.41 Unrealized +57.3%
ARI Apollo Coml Real Estate Fin Inc Com 0.0%
Value ($000) $134 Shares 13,625 Est. Cost $11.69 Unrealized
PLD Prologis Inc. REIT 0.0%
Value ($000) $134 Shares 1,196 Est. Cost $102.97 Unrealized +8.6%
HAUZ Xtrackers Inter Real Est ETF 0.0%
Value ($000) $134 Shares 6,576 Est. Cost $20.32 Unrealized
AEE Ameren Corp 0.0%
Value ($000) $133 Shares 1,325 Est. Cost $80.97 Unrealized +15.7%
WDAY Workday Inc Com 0.0%
Value ($000) $133 Shares 569 Est. Cost $241.00 Unrealized +5.9%
VGLT Vanguard Long Term Government Bond 0.0%
Value ($000) $132 Shares 2,299 Est. Cost $62.02 Unrealized
LQD iShares iBoxx Invt Grade Bond ETF 0.0%
Value ($000) $132 Shares 1,218 Est. Cost $119.54 Unrealized
CRWD Crowdstrike HLDGS Inc 0.0%
Value ($000) $132 Shares 373 Est. Cost $354.96 Unrealized +7.4%
SWKS Skyworks Solutions 0.0%
Value ($000) $131 Shares 2,032 Est. Cost $92.13 Unrealized -20.4%
TotalEnergies SE 0.0%
Value ($000) $130 Shares 1,978 Est. Cost $53.10 Unrealized
LBTYK Liberty Global LTD F Class C 0.0%
Value ($000) $130 Shares 10,820 Est. Cost $9.07 Unrealized +32.7%
PAGP Plains GP HLDGS L P LTD Partner Int CL A New Int 0.0%
Value ($000) $128 Shares 6,000 Est. Cost $14.83 Unrealized
TCPC BlackRock TCP 0.0%
Value ($000) $128 Shares 16,000 Est. Cost $10.16 Unrealized -14.7%
PWR Quanta Services Inc 0.0%
Value ($000) $127 Shares 500 Est. Cost $110.40 Unrealized +161.4%
MAA Mid-America Apartment Communities Inc 0.0%
Value ($000) $126 Shares 751 Est. Cost $135.38 Unrealized +13.2%
GVI iShares Barclays Int Govt/Credit Bond ETF 0.0%
Value ($000) $125 Shares 1,180 Est. Cost $105.00 Unrealized
SOXX iShares Semiconductor ETF IV 0.0%
Value ($000) $124 Shares 660 Est. Cost $300.66 Unrealized
RCL Royal Caribbean Group F 0.0%
Value ($000) $124 Shares 602 Est. Cost $145.90 Unrealized +59.9%
KNF Knife River HLDG Co 0.0%
Value ($000) $124 Shares 1,375 Est. Cost $44.43 Unrealized +119.2%
CHKP Check PT Software F 0.0%
Value ($000) $123 Shares 540 Est. Cost $132.06 Unrealized +60.4%
PVH PVH Corporation Com 0.0%
Value ($000) $123 Shares 1,900 Est. Cost $83.99 Unrealized -4.0%
BIV Vanguard Intermediate Term Bond ETF 0.0%
Value ($000) $122 Shares 1,590 Est. Cost $77.52 Unrealized
ISTB iShares Core 1 5 Year Usd Bond ETF 0.0%
Value ($000) $120 Shares 2,490 Est. Cost $47.60 Unrealized
PRF Invesco Exchange Traded FD TR FTSE Rafi 1000 0.0%
Value ($000) $120 Shares 2,973 Est. Cost $51.17 Unrealized
NUDM Nuveen Esg Inter DVLP MKT Eqy ETF 0.0%
Value ($000) $119 Shares 3,735 Est. Cost $25.80 Unrealized
WU Western Union Co 0.0%
Value ($000) $118 Shares 11,170 Est. Cost $22.92 Unrealized
HR Healthcare Realty Trust Class A 0.0%
Value ($000) $117 Shares 6,922 Est. Cost $18.86 Unrealized
MDYV SPDR S&P 400 Mid Cap Value ETF 0.0%
Value ($000) $117 Shares 1,518 Est. Cost $65.00 Unrealized
IEI iShares 3-7 Year Trery Bond ETF 0.0%
Value ($000) $117 Shares 988 Est. Cost $117.16 Unrealized
O Realty Incm Corp REIT 0.0%
Value ($000) $116 Shares 2,006 Est. Cost $52.95 Unrealized -0.7%
INTF iShares Edge MSCI Multifactor Intl ETF 0.0%
Value ($000) $116 Shares 3,772 Est. Cost $30.58 Unrealized
AZN Astrazeneca PLC F Sponsored ADR 0.0%
Value ($000) $114 Shares 1,551 Est. Cost $67.93 Unrealized
BOTZ Global X Robotics/Artificial Intelligence 0.0%
Value ($000) $114 Shares 4,000 Est. Cost $28.53 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $113 Shares 1,015 Est. Cost $59.91 Unrealized +73.7%
WING Wingstop Inc 0.0%
Value ($000) $113 Shares 500 Est. Cost $141.78 Unrealized +83.4%
KHC Kraft Heinz Co 0.0%
Value ($000) $111 Shares 3,640 Est. Cost $33.39 Unrealized -15.1%
BH Biglari Holdings Inc Class B 0.0%
Value ($000) $109 Shares 503 Est. Cost $227.91 Unrealized 0.0%
ADUS Addus Homecare Corp 0.0%
Value ($000) $109 Shares 1,100 Est. Cost $80.41 Unrealized +38.3%
ROP Roper Technologies 0.0%
Value ($000) $108 Shares 183 Est. Cost $485.77 Unrealized +14.8%
FFBC First Finl Bancorp 0.0%
Value ($000) $108 Shares 4,307 Est. Cost $21.28 Unrealized +21.1%
PAYX Paychex Inc 0.0%
Value ($000) $106 Shares 689 Est. Cost $108.93 Unrealized +31.4%
CNS Cohen & Steers Inc 0.0%
Value ($000) $106 Shares 1,319 Est. Cost $72.83 Unrealized +13.7%
VPC Virtus Private Credit Strategy ETF 0.0%
Value ($000) $105 Shares 5,000 Est. Cost $22.35 Unrealized
DLR Digital Realty Trust REIT 0.0%
Value ($000) $105 Shares 732 Est. Cost $119.01 Unrealized +32.8%
PLTR Palantir Technologies In Class A 0.0%
Value ($000) $105 Shares 1,239 Est. Cost $41.05 Unrealized +113.9%
MEDP Medpace Holdings Inc 0.0%
Value ($000) $105 Shares 343 Est. Cost $299.82 Unrealized +12.2%
Sunrise Communications F Unsponsored ADR 0.0%
Value ($000) $104 Shares 2,162 Est. Cost $43.08 Unrealized
CEG Constellation Energy Corp Com 0.0%
Value ($000) $103 Shares 512 Est. Cost $50.44 Unrealized +428.7%
BSX Boston Scientific Co 0.0%
Value ($000) $103 Shares 1,022 Est. Cost $49.73 Unrealized +102.5%
NTR Nutrien LTD F 0.0%
Value ($000) $103 Shares 2,051 Est. Cost $65.82 Unrealized -23.8%
GM General Motors Co 0.0%
Value ($000) $101 Shares 2,153 Est. Cost $50.06 Unrealized -2.5%
TFI SPDR Nuveen Bloomberg Barclays Municipal Bond 0.0%
Value ($000) $100 Shares 2,225 Est. Cost $47.28 Unrealized
NYT New York Times Class A 0.0%
Value ($000) $99 Shares 2,000 Est. Cost $49.62 Unrealized 0.0%
WAFD Washington Federal 0.0%
Value ($000) $98 Shares 3,443 Est. Cost $29.01 Unrealized -1.8%
DFAS Dimensional U S Small Cap ETF 0.0%
Value ($000) $98 Shares 1,645 Est. Cost $56.06 Unrealized
BHP BHP Group LTD F Sponsored ADR 0.0%
Value ($000) $97 Shares 2,008 Est. Cost $60.90 Unrealized
ILMN Illumina Inc 0.0%
Value ($000) $97 Shares 1,225 Est. Cost $198.48 Unrealized -45.5%
Hess Corporation Com 0.0%
Value ($000) $96 Shares 601 Est. Cost $136.85 Unrealized
TD Toronto-Dominion BK F 0.0%
Value ($000) $96 Shares 1,600 Est. Cost $69.56 Unrealized -16.3%
MDU M D U Resources GRP 0.0%
Value ($000) $94 Shares 5,500 Est. Cost $9.45 Unrealized +77.3%
IP International Paper 0.0%
Value ($000) $91 Shares 1,702 Est. Cost $37.65 Unrealized +40.1%
LUV Southwest Airlines 0.0%
Value ($000) $90 Shares 2,659 Est. Cost $34.31 Unrealized -9.5%
TRUP Trupanion Inc 0.0%
Value ($000) $89 Shares 2,400 Est. Cost $51.34 Unrealized -19.0%
FVD First Trust Value Line Dividend ETF 0.0%
Value ($000) $89 Shares 2,000 Est. Cost $40.87 Unrealized
MGK Vanguard Mega Cap Growth ETF 0.0%
Value ($000) $89 Shares 288 Est. Cost $179.72 Unrealized
RXL ProShares Ultra Health Care ETF 0.0%
Value ($000) $89 Shares 1,824 Est. Cost $73.17 Unrealized
DFIV Dimensional International Val ETF 0.0%
Value ($000) $88 Shares 2,248 Est. Cost $33.86 Unrealized
GFI Gold Fields LTD ADR 0.0%
Value ($000) $88 Shares 4,000 Est. Cost $10.86 Unrealized
SMLF Ishs US Smalla Cap Eqty Fact ETF 0.0%
Value ($000) $88 Shares 1,418 Est. Cost $62.16 Unrealized
SCHK Schwab 1000 Index ETF 0.0%
Value ($000) $88 Shares 3,265 Est. Cost $41.76 Unrealized
SNA Snap On Inc 0.0%
Value ($000) $88 Shares 260 Est. Cost $193.02 Unrealized +71.9%
HUBS Hubspot Inc 0.0%
Value ($000) $87 Shares 153 Est. Cost $639.06 Unrealized +9.8%
OXY Occidental Petrol Co 0.0%
Value ($000) $86 Shares 1,737 Est. Cost $48.20 Unrealized -0.8%
XLI Select Sector Industrial SPDR ETF 0.0%
Value ($000) $86 Shares 655 Est. Cost $108.88 Unrealized
DXYZ Destiny Tech 100 Inc 0.0%
Value ($000) $85 Shares 2,400 Est. Cost $15.22 Unrealized
COF Capital One FC 0.0%
Value ($000) $84 Shares 470 Est. Cost $148.55 Unrealized +25.7%
CRBN iShares TR MSCI Acwi Low Carbon Target ETF 0.0%
Value ($000) $84 Shares 440 Est. Cost $159.67 Unrealized
IDXX Idexx Labs Inc 0.0%
Value ($000) $84 Shares 200 Est. Cost $512.42 Unrealized -15.3%
VEEV Veeva Systems Inc Class A 0.0%
Value ($000) $83 Shares 360 Est. Cost $188.42 Unrealized +21.3%
DELL Dell Technologies 0.0%
Value ($000) $83 Shares 910 Est. Cost $104.65 Unrealized -0.4%
DHI D R Horton Co 0.0%
Value ($000) $83 Shares 651 Est. Cost $117.78 Unrealized +12.7%
VONE Vanguard Russell 1000 ETF 0.0%
Value ($000) $82 Shares 324 Est. Cost $254.23 Unrealized
BP BP PLC F Sponsored ADR 0.0%
Value ($000) $82 Shares 2,429 Est. Cost $31.39 Unrealized
IDU iShares U.S. Utilities ETF 0.0%
Value ($000) $81 Shares 800 Est. Cost $83.67 Unrealized
SPDW SPDR Portfolio DVLPD WRLD Ex-US ETF 0.0%
Value ($000) $80 Shares 2,203 Est. Cost $30.46 Unrealized
INFY Infosys LTD F Sponsored ADR 0.0%
Value ($000) $80 Shares 4,380 Est. Cost $24.89 Unrealized
ZBRA Zebra Technologies Class A 0.0%
Value ($000) $79 Shares 281 Est. Cost $459.42 Unrealized -25.6%
UBER Uber Technologies Inc 0.0%
Value ($000) $78 Shares 1,072 Est. Cost $64.52 Unrealized +11.7%
HACK Etfmg Prime Cyber Security ETF 0.0%
Value ($000) $78 Shares 1,080 Est. Cost $64.11 Unrealized
SU Suncor Energy Inc F 0.0%
Value ($000) $77 Shares 2,000 Est. Cost $27.14 Unrealized +38.0%
AMX America Movil SAB F Sponsored ADR 0.0%
Value ($000) $77 Shares 5,400 Est. Cost $21.05 Unrealized
ROST Ross Stores Inc 0.0%
Value ($000) $76 Shares 598 Est. Cost $95.16 Unrealized +45.5%
TECB iShares US Tech BRKTHRGH MLTSCTR ETF 0.0%
Value ($000) $76 Shares 1,552 Est. Cost $43.18 Unrealized
IAU iShares Gold TR iShares New 0.0%
Value ($000) $75 Shares 1,274 Est. Cost $35.59 Unrealized
GPN Global Payments Inc 0.0%
Value ($000) $75 Shares 765 Est. Cost $130.48 Unrealized -20.7%
SXT Sensient Technologie 0.0%
Value ($000) $74 Shares 1,000 Est. Cost $84.25 Unrealized -13.6%
AGCO A G C O Corp 0.0%
Value ($000) $74 Shares 800 Est. Cost $109.55 Unrealized -11.9%
BlackRock Core Bond CF 0.0%
Value ($000) $74 Shares 6,775 Est. Cost $13.13 Unrealized
GRMN Garmin LTD 0.0%
Value ($000) $73 Shares 336 Est. Cost $127.62 Unrealized +66.8%
EQR Equity Residential REIT 0.0%
Value ($000) $73 Shares 1,009 Est. Cost $75.29 Unrealized -10.0%
KLAC Kla Corp 0.0%
Value ($000) $73 Shares 107 Est. Cost $630.82 Unrealized +13.3%
VOOG Vanguard S&P 500 Growth ETF 0.0%
Value ($000) $72 Shares 214 Est. Cost $230.01 Unrealized
GDXJ Vaneck Junior Gold Miners ETF 0.0%
Value ($000) $72 Shares 1,250 Est. Cost $32.23 Unrealized
DLN Wisdomtree US Largecap Dividend ETF 0.0%
Value ($000) $71 Shares 900 Est. Cost $65.72 Unrealized
USHY iShares Broad Usd HG YLD CRP BND ETF 0.0%
Value ($000) $71 Shares 1,921 Est. Cost $36.81 Unrealized
AFG American Financial Group, Inc 0.0%
Value ($000) $70 Shares 536 Est. Cost $102.23 Unrealized +18.3%
IT Gartner Inc 0.0%
Value ($000) $70 Shares 167 Est. Cost $361.37 Unrealized +36.4%
TEL Te Connectivity PLC F 0.0%
Value ($000) $69 Shares 488 Est. Cost $146.54 Unrealized -0.0%
ING ING Groep ADR Rep 1 Or F Sponsored ADR 0.0%
Value ($000) $69 Shares 3,500 Est. Cost $10.43 Unrealized
PHM Pultegroup Inc 0.0%
Value ($000) $67 Shares 651 Est. Cost $83.54 Unrealized +28.3%
SMH Vaneck Vectors Semiconductor ETF 0.0%
Value ($000) $67 Shares 315 Est. Cost $211.02 Unrealized
ALC Alcon Inc F 0.0%
Value ($000) $66 Shares 696 Est. Cost $79.02 Unrealized +13.1%
KMX Carmax Inc 0.0%
Value ($000) $66 Shares 847 Est. Cost $107.40 Unrealized -25.4%
OEF iShares S&P 100 Index 0.0%
Value ($000) $65 Shares 241 Est. Cost $264.30 Unrealized
SHE SPDR Ssga Gender Diversity ETF 0.0%
Value ($000) $65 Shares 570 Est. Cost $96.32 Unrealized
SNPS Synopsys Inc 0.0%
Value ($000) $65 Shares 151 Est. Cost $311.80 Unrealized +55.8%
RSP Invesco S&P 500 Equal Weight ETF 0.0%
Value ($000) $63 Shares 363 Est. Cost $160.41 Unrealized
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.0%
Value ($000) $63 Shares 1,542 Est. Cost $42.73 Unrealized
AVA Avista Corp 0.0%
Value ($000) $63 Shares 1,500 Est. Cost $36.52 Unrealized -0.7%
MNST Monster Beverage Corpora 0.0%
Value ($000) $63 Shares 1,073 Est. Cost $47.14 Unrealized +10.6%
BlackRock Municipal Income Trust Ii 0.0%
Value ($000) $63 Shares 6,000 Est. Cost $10.72 Unrealized
MGV Vanguard Mega Cap Value 0.0%
Value ($000) $61 Shares 476 Est. Cost $97.64 Unrealized
LFUS Littelfuse Inc 0.0%
Value ($000) $61 Shares 310 Est. Cost $265.35 Unrealized -13.7%
FE Firstenergy Corp 0.0%
Value ($000) $61 Shares 1,498 Est. Cost $39.41 Unrealized -2.4%
AL Air Lease Corp Class A 0.0%
Value ($000) $60 Shares 1,228 Est. Cost $35.98 Unrealized +28.5%
RSG Republic Services 0.0%
Value ($000) $59 Shares 245 Est. Cost $121.09 Unrealized +83.2%
TCW Strategic Income CF 0.0%
Value ($000) $59 Shares 12,000 Est. Cost $4.99 Unrealized
VICI Vici Properties Inc 0.0%
Value ($000) $59 Shares 1,779 Est. Cost $27.42 Unrealized +6.4%
ULTA Ulta Beauty Inc 0.0%
Value ($000) $59 Shares 160 Est. Cost $452.46 Unrealized -15.8%
ITT ITT Inc 0.0%
Value ($000) $58 Shares 452 Est. Cost $105.13 Unrealized +35.5%
APO Apollo Global MGMT Inc N 0.0%
Value ($000) $58 Shares 426 Est. Cost $142.78 Unrealized +6.3%
EBF Ennis Inc 0.0%
Value ($000) $58 Shares 2,871 Est. Cost $13.81 Unrealized +42.2%
IAC IAC/Interactivecorp New Com New 0.0%
Value ($000) $57 Shares 1,250 Est. Cost $45.81 Unrealized -20.4%
RWL Invesco S&P 500 Revenue ETF 0.0%
Value ($000) $57 Shares 574 Est. Cost $99.34 Unrealized
IUSV iShares Core S&P US Value ETF 0.0%
Value ($000) $56 Shares 611 Est. Cost $88.13 Unrealized
Cohen & Steers Quality Income RLTY FD Inc Com 0.0%
Value ($000) $56 Shares 4,481 Est. Cost $15.77 Unrealized
CNQ Canadian Natural Res LTD 0.0%
Value ($000) $56 Shares 1,800 Est. Cost $28.88 Unrealized +2.4%
BOND PIMCO Active Bond ETF 0.0%
Value ($000) $56 Shares 605 Est. Cost $104.50 Unrealized
NVT Nvent Electric PLC F 0.0%
Value ($000) $56 Shares 1,066 Est. Cost $48.66 Unrealized +28.5%
EPS Wisdomtree US Largecap ETF 0.0%
Value ($000) $56 Shares 939 Est. Cost $59.28 Unrealized
RPM RPM Intl Inc 0.0%
Value ($000) $55 Shares 477 Est. Cost $87.17 Unrealized +39.5%
Walgreens Boots Alliance 0.0%
Value ($000) $54 Shares 4,840 Est. Cost $50.13 Unrealized
KNX Knight Swift Transportat Class A 0.0%
Value ($000) $54 Shares 1,237 Est. Cost $52.63 Unrealized -3.5%
VLO Valero Energy Corp 0.0%
Value ($000) $54 Shares 407 Est. Cost $101.81 Unrealized +27.1%
BATRA Atlanta Braves Holdings 0.0%
Value ($000) $54 Shares 1,225 Est. Cost $42.37 Unrealized +0.4%
GSK Glaxo Wellcome PLC Spon ADR 0.0%
Value ($000) $53 Shares 1,356 Est. Cost $29.92 Unrealized
EL Estee Lauder Co Inc Class A 0.0%
Value ($000) $53 Shares 801 Est. Cost $196.57 Unrealized -63.8%
TRP TC Energy Corp F 0.0%
Value ($000) $53 Shares 1,113 Est. Cost $35.87 Unrealized +26.8%
UVE Universal Insurance 0.0%
Value ($000) $52 Shares 2,200 Est. Cost $16.57 Unrealized +24.4%
IBIT iShares Bitcoin TR 0.0%
Value ($000) $51 Shares 1,095 Est. Cost $52.08 Unrealized
ECG Everus Constr Group Inc Com 0.0%
Value ($000) $51 Shares 1,375 Est. Cost $62.93 Unrealized -14.5%
DGRW Wisdomtree US Quality Dividend Growth ETF 0.0%
Value ($000) $51 Shares 637 Est. Cost $70.59 Unrealized
WOR Worthington Inds Inc 0.0%
Value ($000) $51 Shares 1,012 Est. Cost $34.54 Unrealized +22.0%
SAR Saratoga Investment Corp 0.0%
Value ($000) $51 Shares 2,000 Est. Cost $25.06 Unrealized -0.8%
BAM Brookfiled Asset Manag F Class A 0.0%
Value ($000) $50 Shares 1,035 Est. Cost $27.10 Unrealized +95.5%
CRUS Cirrus Logic Inc 0.0%
Value ($000) $50 Shares 500 Est. Cost $105.16 Unrealized -2.0%
PJP Invesco Dynamic Pharmaceuticals ETF 0.0%
Value ($000) $50 Shares 574 Est. Cost $79.58 Unrealized
VGK Vanguard FTSE Europe ETF 0.0%
Value ($000) $49 Shares 699 Est. Cost $70.97 Unrealized
FRT Federal Realty Invt TR REIT 0.0%
Value ($000) $49 Shares 500 Est. Cost $91.13 Unrealized +8.9%
VNT Vontier Corp 0.0%
Value ($000) $49 Shares 1,482 Est. Cost $28.63 Unrealized +27.2%
BKH Black Hills Corp 0.0%
Value ($000) $49 Shares 800 Est. Cost $55.83 Unrealized +1.2%
QTUM Defiance Quantum ETF 0.0%
Value ($000) $48 Shares 650 Est. Cost $74.53 Unrealized
IBDS iShares Ibonds Dec 2027 Term Corporate ETF 0.0%
Value ($000) $48 Shares 2,000 Est. Cost $23.48 Unrealized
SPYG SPDR S&P 500 Growth ETF 0.0%
Value ($000) $48 Shares 600 Est. Cost $73.15 Unrealized
CTRA Coterra Energy Inc. 0.0%
Value ($000) $48 Shares 1,663 Est. Cost $22.85 Unrealized +18.1%
CAG Conagra Brands Inc 0.0%
Value ($000) $48 Shares 1,800 Est. Cost $31.32 Unrealized -22.2%
FXO First Trust Financials Alphadex ETF 0.0%
Value ($000) $48 Shares 900 Est. Cost $45.91 Unrealized
APH Amphenol Corp Class A 0.0%
Value ($000) $47 Shares 713 Est. Cost $49.81 Unrealized +36.0%
CDNS Cadence Design SYS 0.0%
Value ($000) $47 Shares 183 Est. Cost $272.88 Unrealized +1.9%
PIPR Piper Sandler Companies 0.0%
Value ($000) $46 Shares 186 Est. Cost $145.50 Unrealized +96.8%
FWONK Liberty Media Corp 0.0%
Value ($000) $46 Shares 508 Est. Cost $73.32 Unrealized
HOMB Home Bancshares 0.0%
Value ($000) $46 Shares 1,616 Est. Cost $23.66 Unrealized +23.6%
WEN Wendy's Company 0.0%
Value ($000) $45 Shares 3,107 Est. Cost $20.95 Unrealized -28.2%
BKR Baker Hughes Co. Class A 0.0%
Value ($000) $45 Shares 1,030 Est. Cost $27.68 Unrealized +58.2%
NEAR iShares Short Duratn BND Actv ETF 0.0%
Value ($000) $45 Shares 880 Est. Cost $50.50 Unrealized
FDN First Trust Internet Index CF ETF 0.0%
Value ($000) $44 Shares 200 Est. Cost $187.88 Unrealized
CHDN Churchill Downs Inc 0.0%
Value ($000) $44 Shares 400 Est. Cost $135.47 Unrealized -12.1%
CLX Clorox Co 0.0%
Value ($000) $44 Shares 301 Est. Cost $143.33 Unrealized +3.2%
RITM Rithm Capital Corporation 0.0%
Value ($000) $44 Shares 3,747 Est. Cost $9.63 Unrealized
TT Trane Technologies PLC F 0.0%
Value ($000) $44 Shares 130 Est. Cost $159.76 Unrealized +124.7%
Cushman Wakefield PLC SHS 0.0%
Value ($000) $44 Shares 4,270 Est. Cost $20.51 Unrealized
CG Carlyle Group Inc 0.0%
Value ($000) $44 Shares 1,001 Est. Cost $26.64 Unrealized +80.7%
IBDV iShares Ibnd Dec 2030 TRM Cop ETF IV 0.0%
Value ($000) $43 Shares 2,000 Est. Cost $21.20 Unrealized
BJ BJS WHSL Club HLDGS Inc 0.0%
Value ($000) $43 Shares 377 Est. Cost $102.97 Unrealized 0.0%
IGM iShares Expanded Tech Sector ETF 0.0%
Value ($000) $43 Shares 474 Est. Cost $134.26 Unrealized
BlackRock Credit All Inc TR IV 0.0%
Value ($000) $43 Shares 4,000 Est. Cost $10.58 Unrealized
QSR Restaurant Brands International Inc 0.0%
Value ($000) $43 Shares 635 Est. Cost $75.05 Unrealized -14.1%
JCI Johnson Controls Inter F 0.0%
Value ($000) $43 Shares 530 Est. Cost $81.59 Unrealized 0.0%
PLXS Plexus Corp 0.0%
Value ($000) $42 Shares 330 Est. Cost $83.25 Unrealized +68.8%
NLY Annaly Capital Management Inc 0.0%
Value ($000) $42 Shares 2,000 Est. Cost $19.67 Unrealized
Ishr Ibnd Dec 2025 TRM ETF 0.0%
Value ($000) $42 Shares 1,668 Est. Cost $24.38 Unrealized
SM SM Energy Co 0.0%
Value ($000) $42 Shares 1,400 Est. Cost $33.28 Unrealized +3.8%
ROBO Robo Global Robotics And Automation Index ETF 0.0%
Value ($000) $41 Shares 800 Est. Cost $58.60 Unrealized
LNG Cheniere Energy Inc 0.0%
Value ($000) $41 Shares 177 Est. Cost $159.21 Unrealized +41.4%
IUSG iShares Core S&P US Growth ETF 0.0%
Value ($000) $41 Shares 322 Est. Cost $127.48 Unrealized
ONEQ Fidelity Nasdaq Composite Index ETF 0.0%
Value ($000) $41 Shares 600 Est. Cost $68.06 Unrealized
Eaton Vance Tax Man GL D 0.0%
Value ($000) $41 Shares 5,000 Est. Cost $8.15 Unrealized
USRT iShares Core US REIT ETF 0.0%
Value ($000) $40 Shares 700 Est. Cost $55.61 Unrealized
Dynavax Techs Co 0.0%
Value ($000) $40 Shares 3,100 Est. Cost $14.23 Unrealized
PKG Packaging Corp Of Am 0.0%
Value ($000) $40 Shares 200 Est. Cost $134.02 Unrealized +55.5%
RF Regions Financial 0.0%
Value ($000) $39 Shares 1,795 Est. Cost $19.77 Unrealized +13.3%
FTAI Ftai Fin Holdco LTD F 0.0%
Value ($000) $39 Shares 355 Est. Cost $38.87 Unrealized +201.2%
WYY Widepoint Corp 0.0%
Value ($000) $39 Shares 11,825 Est. Cost $4.06 Unrealized -6.4%
TEM Tempus Ai Inc Class A 0.0%
Value ($000) $39 Shares 800 Est. Cost $50.36 Unrealized +7.2%
DFAT Dimensional ETF TR U S Target Value ETF 0.0%
Value ($000) $39 Shares 749 Est. Cost $52.88 Unrealized
IRM Iron MTN Inc New REIT 0.0%
Value ($000) $38 Shares 442 Est. Cost $55.64 Unrealized +67.4%
J Jacobs Solutions Inc 0.0%
Value ($000) $38 Shares 316 Est. Cost $101.45 Unrealized +25.8%
MBC Masterbrand Inc 0.0%
Value ($000) $38 Shares 2,925 Est. Cost $8.19 Unrealized +85.6%
Linde PLC F 0.0%
Value ($000) $38 Shares 82 Est. Cost $172.97 Unrealized
TW Tradeweb MKTS Inc CL A 0.0%
Value ($000) $38 Shares 255 Est. Cost $132.91 Unrealized 0.0%
STLD Steel Dynamics Inc 0.0%
Value ($000) $38 Shares 301 Est. Cost $124.96 Unrealized 0.0%
ARTY iShares Future AI and Tech ETF 0.0%
Value ($000) $38 Shares 1,200 Est. Cost $36.42 Unrealized
HYG iShares iBoxx High Yield Bond ETF 0.0%
Value ($000) $38 Shares 478 Est. Cost $76.93 Unrealized
XJH Ishs Esg Screen S And P Mid Cap ETF 0.0%
Value ($000) $38 Shares 965 Est. Cost $35.03 Unrealized
SLYV SPDR S&P 600 Small Cap Value ETF 0.0%
Value ($000) $38 Shares 480 Est. Cost $83.10 Unrealized
Rocket Laboratory USA In 0.0%
Value ($000) $38 Shares 2,100 Est. Cost $6.00 Unrealized
VIGI Vanguard Intl Divdend Aprectn ETF IV 0.0%
Value ($000) $37 Shares 450 Est. Cost $88.28 Unrealized
XEL Xcel Energy Inc Minn 0.0%
Value ($000) $37 Shares 523 Est. Cost $59.91 Unrealized +10.2%
VRSK Verisk Analytics Inc Class A 0.0%
Value ($000) $37 Shares 125 Est. Cost $205.91 Unrealized +39.1%
EXEL Exelixis Inc Com 0.0%
Value ($000) $37 Shares 1,000 Est. Cost $35.63 Unrealized 0.0%
LPX Louisiana Pacific Corporation 0.0%
Value ($000) $37 Shares 400 Est. Cost $61.84 Unrealized +68.8%
GDX Market Vectors Gold Miner ETF 0.0%
Value ($000) $37 Shares 800 Est. Cost $26.91 Unrealized
HST Host Hotels & Resort 0.0%
Value ($000) $37 Shares 2,552 Est. Cost $17.40 Unrealized -12.0%
DTD Wisdomtree Total Dividend 0.0%
Value ($000) $37 Shares 477 Est. Cost $70.72 Unrealized
TDVG T Rowe Price Dividend Growth ETF 0.0%
Value ($000) $36 Shares 890 Est. Cost $39.61 Unrealized
KD Kyndryl Holdings Inc 0.0%
Value ($000) $36 Shares 1,137 Est. Cost $14.92 Unrealized +151.2%
KTOS Kratos Def & Sec Sol 0.0%
Value ($000) $36 Shares 1,200 Est. Cost $18.25 Unrealized +66.3%
ESML iShares Esg Aware MSCI USA Small Cap ETF 0.0%
Value ($000) $35 Shares 915 Est. Cost $38.04 Unrealized
KNTK Kinetik Holdings Inc Class A 0.0%
Value ($000) $35 Shares 675 Est. Cost $35.18 Unrealized +66.7%
HLI Houlihan Lokey Inc Class A 0.0%
Value ($000) $35 Shares 217 Est. Cost $78.20 Unrealized +117.0%
Berry Global Group 0.0%
Value ($000) $35 Shares 500 Est. Cost $64.34 Unrealized
IJT iShares S&P Small-Cap 600 Growth ETF 0.0%
Value ($000) $35 Shares 279 Est. Cost $125.60 Unrealized
URI United Rentals Inc 0.0%
Value ($000) $34 Shares 55 Est. Cost $361.03 Unrealized +89.0%
STRV Strive 500 ETF 0.0%
Value ($000) $34 Shares 955 Est. Cost $33.66 Unrealized
PWZ Invesco California Amt-Free Municipal Bond 0.0%
Value ($000) $34 Shares 1,430 Est. Cost $25.80 Unrealized
SUI Sun Communities REIT 0.0%
Value ($000) $34 Shares 261 Est. Cost $176.17 Unrealized
RY Royal Bank Of Canada F 0.0%
Value ($000) $34 Shares 300 Est. Cost $112.12 Unrealized +5.0%
FUL Fuller Co H B 0050 0.0%
Value ($000) $34 Shares 600 Est. Cost $66.88 Unrealized -13.3%
AEG Aegon LTD ADR F Sponsored ADR 0.0%
Value ($000) $33 Shares 5,000 Est. Cost $5.78 Unrealized
MR Cooper Group Inc 0.0%
Value ($000) $33 Shares 275 Est. Cost $50.64 Unrealized
Tekla HLTHCR Inv 0.0%
Value ($000) $33 Shares 2,024 Est. Cost $20.77 Unrealized
EMN Eastman Chemical Co 0.0%
Value ($000) $32 Shares 360 Est. Cost $100.97 Unrealized -10.5%
KLG WK Kellogg Co-Wi 0.0%
Value ($000) $32 Shares 1,604 Est. Cost $13.14 Unrealized
ADM Archer Daniels Midland C 0.0%
Value ($000) $32 Shares 659 Est. Cost $70.02 Unrealized -33.2%
SONY Sony Group Corporation 0.0%
Value ($000) $31 Shares 1,231 Est. Cost $25.39 Unrealized
IAT iShares US Regional Banks ETF IV 0.0%
Value ($000) $31 Shares 663 Est. Cost $42.28 Unrealized
CECO CECO Environmental Corp. 0.0%
Value ($000) $31 Shares 1,355 Est. Cost $8.02 Unrealized +232.6%
RBC RBC Bearings Inc Com 0.0%
Value ($000) $31 Shares 96 Est. Cost $177.51 Unrealized +90.0%
HCA HCA Healthcare Inc 0.0%
Value ($000) $31 Shares 89 Est. Cost $314.21 Unrealized +1.6%
PCTY Paylocity HLDG Corp 0.0%
Value ($000) $31 Shares 164 Est. Cost $200.72 Unrealized -0.5%
ABNB Airbnb Inc Class A 0.0%
Value ($000) $31 Shares 257 Est. Cost $134.94 Unrealized -0.7%
AXON Axon Enterprise Inc 0.0%
Value ($000) $31 Shares 58 Est. Cost $567.46 Unrealized +3.1%
EA Electronic Arts Inc 0.0%
Value ($000) $30 Shares 211 Est. Cost $130.08 Unrealized +3.4%
FIW First Trust Ise Water Index ETF 0.0%
Value ($000) $30 Shares 300 Est. Cost $86.38 Unrealized
TXRH Texas Roadhouse Class A 0.0%
Value ($000) $30 Shares 180 Est. Cost $86.51 Unrealized +101.5%
PPL PPL Corp 0.0%
Value ($000) $30 Shares 824 Est. Cost $25.07 Unrealized +31.3%
SNY Sanofi S A F Sponsored ADR 0.0%
Value ($000) $30 Shares 540 Est. Cost $50.02 Unrealized
WSM Williams Sonoma 0.0%
Value ($000) $30 Shares 189 Est. Cost $105.01 Unrealized +81.7%
EMB iShares JPMorgan Usd MTS Bond ETF 0.0%
Value ($000) $30 Shares 328 Est. Cost $88.94 Unrealized
GNTX Gentex Corp 0.0%
Value ($000) $30 Shares 1,275 Est. Cost $31.10 Unrealized -17.8%
F Ford Motor Co 0.0%
Value ($000) $29 Shares 2,901 Est. Cost $11.99 Unrealized -22.9%
CLF Cleveland-Cliffs Inc 0.0%
Value ($000) $29 Shares 3,500 Est. Cost $15.86 Unrealized -35.9%
WH Wyndham Hotels & Resorts Inc 0.0%
Value ($000) $29 Shares 317 Est. Cost $85.15 Unrealized +19.1%
BBDC Barings BDC Inc 0.0%
Value ($000) $29 Shares 3,000 Est. Cost $6.92 Unrealized +26.9%
APP Applovin Corp Class A 0.0%
Value ($000) $29 Shares 108 Est. Cost $344.61 Unrealized 0.0%
IMCG iShares Morningstar Mid Cap Growth ETF 0.0%
Value ($000) $29 Shares 400 Est. Cost $64.90 Unrealized
VSH Vishay Intertech 0.0%
Value ($000) $28 Shares 1,787 Est. Cost $22.08 Unrealized -24.3%
IR Ingersoll Rand Inc 0.0%
Value ($000) $28 Shares 352 Est. Cost $65.40 Unrealized +33.1%
HYS PIMCO 0-5 Year High YLD BND Idx ETF 0.0%
Value ($000) $28 Shares 300 Est. Cost $95.46 Unrealized
CVE Cenovus Energy Inc F 0.0%
Value ($000) $28 Shares 2,000 Est. Cost $13.81 Unrealized +2.4%
SPYV SPDR Portfolio S&P 500 Value ETF 0.0%
Value ($000) $28 Shares 544 Est. Cost $46.73 Unrealized
CNC Centene Corp 0.0%
Value ($000) $28 Shares 454 Est. Cost $82.02 Unrealized -26.3%
TKO Tko Group HLDGS Inc Class A 0.0%
Value ($000) $27 Shares 179 Est. Cost $150.96 Unrealized 0.0%
ACGL Arch Cap Group LTD F 0.0%
Value ($000) $27 Shares 282 Est. Cost $92.28 Unrealized 0.0%
ZETA Zeta Global Holdings Corp-A 0.0%
Value ($000) $27 Shares 2,000 Est. Cost $17.87 Unrealized 0.0%
GBTC Grayscale Bitcoin TR BTC 0.0%
Value ($000) $27 Shares 415 Est. Cost $30.54 Unrealized
EQIX Equinix Inc 0.0%
Value ($000) $27 Shares 33 Est. Cost $755.67 Unrealized +16.5%
BlackRock Limited Durati 0.0%
Value ($000) $27 Shares 1,900 Est. Cost $14.34 Unrealized
NDAQ Nasdaq OMX Group Inc 0.0%
Value ($000) $27 Shares 353 Est. Cost $59.38 Unrealized +31.0%
HLN Haleon PLC F Sponsored ADR 0.0%
Value ($000) $27 Shares 2,588 Est. Cost $8.57 Unrealized
Western Ast Infltn Link 0.0%
Value ($000) $26 Shares 3,000 Est. Cost $12.01 Unrealized
CURE DRXN Daily Healthcre Bull 3X SHS ETF 0.0%
Value ($000) $26 Shares 245 Est. Cost $130.47 Unrealized
PTC PTC Inc 0.0%
Value ($000) $26 Shares 168 Est. Cost $171.97 Unrealized 0.0%
RMBS Rambus Inc Del Com 0.0%
Value ($000) $26 Shares 500 Est. Cost $27.68 Unrealized +112.2%
SAP SAP ADR Rep 1 Ord 0.0%
Value ($000) $26 Shares 96 Est. Cost $242.84 Unrealized
WS Worthington Steel Inc 0.0%
Value ($000) $26 Shares 1,012 Est. Cost $27.30 Unrealized +3.2%
CTSH Cognizant Tech Solu Class A 0.0%
Value ($000) $26 Shares 335 Est. Cost $64.24 Unrealized +24.9%
DECK Deckers Outdoor Corp 0.0%
Value ($000) $26 Shares 229 Est. Cost $152.70 Unrealized +5.8%
MIDD Middleby Corp The 0.0%
Value ($000) $25 Shares 167 Est. Cost $181.61 Unrealized -13.6%
VAC Marriott Vacations 0.0%
Value ($000) $25 Shares 394 Est. Cost $157.60 Unrealized -49.6%
ARES Ares Management Corp Class A 0.0%
Value ($000) $25 Shares 171 Est. Cost $112.48 Unrealized +49.7%
PRI Primerica, Inc. 0.0%
Value ($000) $25 Shares 88 Est. Cost $125.77 Unrealized +126.5%
PINS Pinterest Inc CL A 0.0%
Value ($000) $25 Shares 804 Est. Cost $33.88 Unrealized 0.0%
FTSL First Trust Senior Loan ETF 0.0%
Value ($000) $25 Shares 545 Est. Cost $44.28 Unrealized
HLT Hilton Worldwide 0.0%
Value ($000) $25 Shares 109 Est. Cost $151.28 Unrealized +64.3%
IVOV Vanguard S&P Mid Cap 400 Value ETF 0.0%
Value ($000) $25 Shares 268 Est. Cost $87.90 Unrealized
DKS Dick's Sporting 0.0%
Value ($000) $24 Shares 120 Est. Cost $115.70 Unrealized +88.5%
DOCS Doximity Inc 0.0%
Value ($000) $24 Shares 413 Est. Cost $63.15 Unrealized 0.0%
SNX Synnex Corp 0.0%
Value ($000) $24 Shares 227 Est. Cost $113.98 Unrealized +15.6%
SPMD SPDR Mid Cap ETF 0.0%
Value ($000) $24 Shares 460 Est. Cost $40.76 Unrealized
LIT Global X Lithium Battery Tech ETF 0.0%
Value ($000) $23 Shares 600 Est. Cost $76.98 Unrealized
MLKN MillerKnoll Inc. 0.0%
Value ($000) $23 Shares 1,200 Est. Cost $32.30 Unrealized -36.6%
DAL Delta Air Lines Inc Del 0.0%
Value ($000) $23 Shares 529 Est. Cost $44.55 Unrealized +31.6%
HAL Halliburton Co HLDG 0.0%
Value ($000) $23 Shares 907 Est. Cost $30.18 Unrealized -15.2%
Barrick Gold Corp F 0.0%
Value ($000) $23 Shares 1,175 Est. Cost $14.55 Unrealized
FCG FRST TRST Ise Rev NTRL GS Ind ETF 0.0%
Value ($000) $22 Shares 900 Est. Cost $25.99 Unrealized
TMFC Motley Fool 100 Index ETF 0.0%
Value ($000) $22 Shares 400 Est. Cost $56.25 Unrealized
KEYS Keysight Technologies Inc Com 0.0%
Value ($000) $22 Shares 148 Est. Cost $162.72 Unrealized +1.5%
PIO Invesco Global Water ETF 0.0%
Value ($000) $22 Shares 547 Est. Cost $34.98 Unrealized
ALB Albemarle Corp 0.0%
Value ($000) $22 Shares 301 Est. Cost $196.15 Unrealized -59.3%
APPN Appian Corp Class A 0.0%
Value ($000) $22 Shares 750 Est. Cost $56.73 Unrealized -42.3%
DLB Dolby Laboratories Inc 0.0%
Value ($000) $21 Shares 266 Est. Cost $79.86 Unrealized 0.0%
DON Wisdomtree US Midcap Dividend ETF 0.0%
Value ($000) $21 Shares 425 Est. Cost $47.95 Unrealized
SLVP iShares Msi GLBL Silr Metl Minr ETF 0.0%
Value ($000) $21 Shares 1,400 Est. Cost $8.57 Unrealized
Ansys Inc 0.0%
Value ($000) $21 Shares 66 Est. Cost $316.56 Unrealized
AES Aes Corp 0.0%
Value ($000) $21 Shares 1,669 Est. Cost $14.01 Unrealized -21.4%
EHC Encompass Health Corp 0.0%
Value ($000) $21 Shares 204 Est. Cost $50.23 Unrealized +93.1%
DNLI Denali Therapeutics I N 0.0%
Value ($000) $20 Shares 1,500 Est. Cost $42.49 Unrealized -54.9%
Templeton Dragon CF 0.0%
Value ($000) $20 Shares 2,100 Est. Cost $11.64 Unrealized
KTB Kontoor Brands Inc 0.0%
Value ($000) $20 Shares 317 Est. Cost $43.03 Unrealized +80.0%
SNOW Snowflake Inc Class A 0.0%
Value ($000) $20 Shares 139 Est. Cost $169.70 Unrealized 0.0%
RLI Rli Corp 0.0%
Value ($000) $20 Shares 252 Est. Cost $61.12 Unrealized +19.6%
LEN Lennar Corp Com 0.0%
Value ($000) $20 Shares 176 Est. Cost $123.11 Unrealized 0.0%
AM Antero Midstream Corp 0.0%
Value ($000) $20 Shares 1,100 Est. Cost $10.17 Unrealized +54.1%
XBKNX BlackRock Investment QLT 0.0%
Value ($000) $20 Shares 1,700 Est. Cost $14.45 Unrealized
XYL Xylem Inc 0.0%
Value ($000) $20 Shares 164 Est. Cost $122.52 Unrealized +0.1%
INCY Incyte Corp 0.0%
Value ($000) $19 Shares 322 Est. Cost $60.02 Unrealized +16.2%
IGF iShares Global Infrastructure 0.0%
Value ($000) $19 Shares 355 Est. Cost $47.92 Unrealized
SUN Sunoco LP LP 0.0%
Value ($000) $19 Shares 330 Est. Cost $43.56 Unrealized
IYR iShares Dow Jones US Real Estate ETF 0.0%
Value ($000) $19 Shares 200 Est. Cost $92.46 Unrealized
VYX NCR Voyix Corp 0.0%
Value ($000) $19 Shares 1,950 Est. Cost $24.57 Unrealized -52.2%
TER Teradyne Inc 0.0%
Value ($000) $19 Shares 230 Est. Cost $102.41 Unrealized +8.8%
Western Asset Municipal 0.0%
Value ($000) $19 Shares 2,500 Est. Cost $6.81 Unrealized
BIDU Baidu Com Inc F Sponsored ADR 0.0%
Value ($000) $18 Shares 200 Est. Cost $132.30 Unrealized
CACI Caci Inc. Class A 0.0%
Value ($000) $18 Shares 50 Est. Cost $355.33 Unrealized +7.7%
Cyberark Software LTD SHS 0.0%
Value ($000) $18 Shares 54 Est. Cost $273.43 Unrealized
TDC Teradata Corp 0.0%
Value ($000) $18 Shares 800 Est. Cost $45.85 Unrealized -41.0%
SPG Simon PPTY Group REIT 0.0%
Value ($000) $18 Shares 108 Est. Cost $117.39 Unrealized +42.2%
SPTM SPDR Portfolio Total Stock Market ETF 0.0%
Value ($000) $18 Shares 262 Est. Cost $55.58 Unrealized
GNRC Generac Holdings Inc 0.0%
Value ($000) $18 Shares 140 Est. Cost $123.69 Unrealized +16.0%
MDB Mongodb Inc 0.0%
Value ($000) $18 Shares 100 Est. Cost $374.33 Unrealized -34.9%
LNT Alliant Energy Corp 0.0%
Value ($000) $18 Shares 272 Est. Cost $51.96 Unrealized +14.7%
FID First Trust S And P Intrnl DV ETF 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $15.72 Unrealized
SILA Sila Realty Trust Inc 0.0%
Value ($000) $17 Shares 643 Est. Cost $21.17 Unrealized
MGA Magna Intl Inc F 0.0%
Value ($000) $17 Shares 500 Est. Cost $47.99 Unrealized -22.5%
WTW Willis Towers Watson Public Limited Company 0.0%
Value ($000) $17 Shares 50 Est. Cost $275.04 Unrealized +17.2%
DNP Select Income CF 0.0%
Value ($000) $17 Shares 1,698 Est. Cost $9.02 Unrealized
TEVA Teva Pharmaceutical In F Sponsored ADR 0.0%
Value ($000) $17 Shares 1,094 Est. Cost $10.61 Unrealized
PEG Pub SVC Enterpise GP 0.0%
Value ($000) $17 Shares 204 Est. Cost $57.63 Unrealized +40.5%
LTC LTC Properties, Inc. REIT 0.0%
Value ($000) $17 Shares 470 Est. Cost $38.47 Unrealized
CCSO Carbon Collective Climate US ETF IV 0.0%
Value ($000) $17 Shares 869 Est. Cost $19.79 Unrealized
PODD Insulet Corp Com 0.0%
Value ($000) $17 Shares 63 Est. Cost $270.64 Unrealized 0.0%
ATEN A10 Networks Inc 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $13.21 Unrealized +43.3%
TSQ Townsquare Media Inc 0.0%
Value ($000) $16 Shares 2,000 Est. Cost $12.23 Unrealized -29.0%
Putnam Premier Income TR 0.0%
Value ($000) $16 Shares 4,500 Est. Cost $4.02 Unrealized
Nuveen Municipal Value C 0.0%
Value ($000) $16 Shares 1,830 Est. Cost $8.29 Unrealized
PBA Pembina Pipeline Corp Com 0.0%
Value ($000) $16 Shares 400 Est. Cost $27.96 Unrealized +31.0%
MPT Medical Properties REIT 0.0%
Value ($000) $16 Shares 2,600 Est. Cost $7.72 Unrealized
IWC iShares Micro Cap ETF 0.0%
Value ($000) $16 Shares 143 Est. Cost $102.66 Unrealized
MUFG Mitsubishi UFJ 0.0%
Value ($000) $16 Shares 1,158 Est. Cost $13.63 Unrealized
TSLX Sixth Street Specialty L 0.0%
Value ($000) $16 Shares 700 Est. Cost $20.55 Unrealized +8.3%
Azek Co Inc Class A 0.0%
Value ($000) $16 Shares 320 Est. Cost $30.83 Unrealized
VYMI Vanguard Internatnl HGH DIV YLD ETF 0.0%
Value ($000) $16 Shares 211 Est. Cost $60.76 Unrealized
WTM White Mountains Ins F 0.0%
Value ($000) $15 Shares 8 Est. Cost $1355.05 Unrealized +38.9%
AVB Avalonbay Communities Inc. 0.0%
Value ($000) $15 Shares 71 Est. Cost $209.57 Unrealized 0.0%
LULU Lululemon Athletica 0.0%
Value ($000) $15 Shares 54 Est. Cost $357.63 Unrealized +2.6%
LSTR Landstar System Inc 0.0%
Value ($000) $15 Shares 101 Est. Cost $145.42 Unrealized
XMVFX BlackRock Munivest CF 0.0%
Value ($000) $15 Shares 2,151 Est. Cost $8.19 Unrealized
HSBC HSBC HLDGS PLC F Sponsored ADR 0.0%
Value ($000) $15 Shares 254 Est. Cost $35.12 Unrealized
IYE iShares US Energy ETF 0.0%
Value ($000) $15 Shares 305 Est. Cost $41.13 Unrealized
FWONA Liberty Media Corp 0.0%
Value ($000) $15 Shares 183 Est. Cost $60.63 Unrealized
JLL Jones Lang Lasalle 0.0%
Value ($000) $15 Shares 60 Est. Cost $243.69 Unrealized +8.0%
LMBS FRST TRT Low DTN Opnts ETF IV 0.0%
Value ($000) $15 Shares 299 Est. Cost $48.69 Unrealized
TNL Travel Plus Leisure Co 0.0%
Value ($000) $15 Shares 317 Est. Cost $46.92 Unrealized +7.7%
VFC VF Corp 0.0%
Value ($000) $15 Shares 941 Est. Cost $47.30 Unrealized -53.2%
Skechers U S A Inc Class A 0.0%
Value ($000) $14 Shares 251 Est. Cost $54.47 Unrealized
FBCG Fidelity Blue Chip Growth ETF 0.0%
Value ($000) $14 Shares 355 Est. Cost $30.24 Unrealized
HDV iShares Core High Dividend ETF 0.0%
Value ($000) $14 Shares 116 Est. Cost $104.00 Unrealized
MFS Charter Income CF 0.0%
Value ($000) $14 Shares 2,225 Est. Cost $7.34 Unrealized
MGEE Mge Energy Inc 0.0%
Value ($000) $14 Shares 150 Est. Cost $69.83 Unrealized +27.8%
WDFC WD 40 Co Com 0.0%
Value ($000) $14 Shares 57 Est. Cost $175.17 Unrealized +32.4%
ILCB iShares Morningstar Large Cap ETF 0.0%
Value ($000) $14 Shares 180 Est. Cost $62.85 Unrealized
PEN Penumbra Inc 0.0%
Value ($000) $14 Shares 52 Est. Cost $188.96 Unrealized +43.2%
NATL NCR Atleos Corp Com 0.0%
Value ($000) $14 Shares 527 Est. Cost $22.89 Unrealized +29.9%
BLDR Builders Firstsource 0.0%
Value ($000) $14 Shares 111 Est. Cost $156.49 Unrealized -7.0%
BlackRock Mun Income SH Ben Int 0.0%
Value ($000) $14 Shares 1,383 Est. Cost $10.11 Unrealized
PGF Invesco Financial Preferred ETF 0.0%
Value ($000) $14 Shares 950 Est. Cost $14.35 Unrealized
BBCA J P Morgan (exchange-Traded FD Betabuilders Cda) 0.0%
Value ($000) $13 Shares 188 Est. Cost $72.29 Unrealized
SITE Siteone Landscape Supply Inc Com 0.0%
Value ($000) $13 Shares 110 Est. Cost $134.18 Unrealized -1.2%
LOB Live Oak Bancshares 0.0%
Value ($000) $13 Shares 500 Est. Cost $23.54 Unrealized +41.2%
POR Portland Generl Elec 0.0%
Value ($000) $13 Shares 295 Est. Cost $40.14 Unrealized +2.0%
CVSA Adtalem Global Education 0.0%
Value ($000) $13 Shares 132 Est. Cost $26.87 Unrealized +271.2%
VTR Ventas Inc 0.0%
Value ($000) $13 Shares 190 Est. Cost $60.67 Unrealized +2.4%
Nuveen Municipal Credit 0.0%
Value ($000) $13 Shares 1,066 Est. Cost $12.67 Unrealized
HP Helmerich & Payne 0.0%
Value ($000) $13 Shares 500 Est. Cost $34.45 Unrealized -15.6%
BBJP J P Morgan (exchange-Traded FD Betabuldrs Japan) 0.0%
Value ($000) $13 Shares 232 Est. Cost $59.28 Unrealized
NOV Nov Inc 0.0%
Value ($000) $13 Shares 834 Est. Cost $16.30 Unrealized -8.2%
BBAG JPMorgan Beta US Aggregte BND ETF 0.0%
Value ($000) $13 Shares 274 Est. Cost $45.35 Unrealized
IBDT iShares Ibonds Dec 2028 Term ETF 0.0%
Value ($000) $13 Shares 500 Est. Cost $24.50 Unrealized
CNXC Concentrix 0.0%
Value ($000) $13 Shares 227 Est. Cost $50.50 Unrealized -8.1%
WYNN WYNN Resorts 0.0%
Value ($000) $13 Shares 151 Est. Cost $91.70 Unrealized -7.8%
NUE Nucor Corp 0.0%
Value ($000) $12 Shares 102 Est. Cost $126.72 Unrealized +0.1%
DWS Municipal Income CF 0.0%
Value ($000) $12 Shares 1,307 Est. Cost $7.70 Unrealized
IBDU iShares Ibonds Dec 2029 Term ETF 0.0%
Value ($000) $12 Shares 530 Est. Cost $22.45 Unrealized
H Hyatt Hotels Class A 0.0%
Value ($000) $12 Shares 100 Est. Cost $92.73 Unrealized +54.6%
CELH Celsius HLDGS Inc 0.0%
Value ($000) $12 Shares 337 Est. Cost $50.50 Unrealized -46.0%
AN Autonation Inc 0.0%
Value ($000) $12 Shares 74 Est. Cost $138.02 Unrealized +29.3%
CHTR Charter Communication Class A 0.0%
Value ($000) $12 Shares 32 Est. Cost $410.78 Unrealized -12.9%
CBSH Commerce Bancshares Inc 0.0%
Value ($000) $12 Shares 189 Est. Cost $59.88 Unrealized 0.0%
XLB SPDR Fund Materials Select Sectr ETF 0.0%
Value ($000) $12 Shares 135 Est. Cost $84.14 Unrealized
XRAY Dentsply Sirona Inc 0.0%
Value ($000) $11 Shares 750 Est. Cost $52.87 Unrealized -66.5%
PRFZ PowerShares ETF Trust FTSE Us1500 SM 0.0%
Value ($000) $11 Shares 295 Est. Cost $56.66 Unrealized
MAS Masco Corp 0.0%
Value ($000) $11 Shares 160 Est. Cost $73.59 Unrealized 0.0%
CALF Pacer US Small Cap Cash Cows 100 ETF 0.0%
Value ($000) $10 Shares 276 Est. Cost $48.70 Unrealized
SEIC S E I Investments Co 0.0%
Value ($000) $10 Shares 131 Est. Cost $56.38 Unrealized +40.9%
WSO Watsco Inc 0.0%
Value ($000) $10 Shares 20 Est. Cost $263.17 Unrealized +87.3%
FTRE Fortrea HLDGS Inc 0.0%
Value ($000) $10 Shares 1,319 Est. Cost $29.46 Unrealized -52.1%
RVTY Revvity, Inc. 0.0%
Value ($000) $10 Shares 94 Est. Cost $175.40 Unrealized -34.4%
AKR Acadia Realty TR REIT 0.0%
Value ($000) $10 Shares 468 Est. Cost $21.85 Unrealized
DTE Dte Energy Co 0.0%
Value ($000) $10 Shares 71 Est. Cost $123.63 Unrealized 0.0%
BWXT BWX Technologies Inc 0.0%
Value ($000) $10 Shares 100 Est. Cost $121.12 Unrealized -11.0%
CWI SPDR MSCI Acwi Ex-US ETF 0.0%
Value ($000) $10 Shares 331 Est. Cost $27.52 Unrealized
CAMT Camtek LTD F 0.0%
Value ($000) $10 Shares 166 Est. Cost $80.50 Unrealized 0.0%
PNW Pinnacle West Cap 0.0%
Value ($000) $10 Shares 100 Est. Cost $62.84 Unrealized +37.5%
ITB iShares US Home Construct ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $59.26 Unrealized
SPTS SPDR Short Term Treasury ETF 0.0%
Value ($000) $10 Shares 325 Est. Cost $29.65 Unrealized
CVNA Carvana Co CL A 0.0%
Value ($000) $9 Shares 45 Est. Cost $143.59 Unrealized +54.1%
EMLP First Trust North American Energy Infrastructure ETF 0.0%
Value ($000) $9 Shares 250 Est. Cost $29.53 Unrealized
VDE Vanguard Energy ETF 0.0%
Value ($000) $9 Shares 72 Est. Cost $128.51 Unrealized
GRAB Grab Holdings Limited Class A 0.0%
Value ($000) $9 Shares 2,000 Est. Cost $4.67 Unrealized 0.0%
RUM Rumble Inc Class A 0.0%
Value ($000) $9 Shares 1,275 Est. Cost $6.45 Unrealized +61.6%
OLLI Ollies Bargain Outlet HLDGS Inc Com 0.0%
Value ($000) $9 Shares 76 Est. Cost $79.56 Unrealized +32.9%
PXF Invesco FTSE Rafi Developed Markets 0.0%
Value ($000) $9 Shares 165 Est. Cost $35.08 Unrealized
RRX Regal Rexnord Corporation 0.0%
Value ($000) $9 Shares 75 Est. Cost $168.99 Unrealized -17.8%
TFX Teleflex Incorporate 0.0%
Value ($000) $9 Shares 62 Est. Cost $257.91 Unrealized -37.8%
AMTM Amentum HLDGS Inc 0.0%
Value ($000) $8 Shares 466 Est. Cost $28.49 Unrealized -28.5%
ACWI iShares MSCI Acwi ETF 0.0%
Value ($000) $8 Shares 70 Est. Cost $116.39 Unrealized
VLUE iShares MSCI USA Value Factor ETF 0.0%
Value ($000) $8 Shares 76 Est. Cost $103.61 Unrealized
BC Brunswick Corp 0.0%
Value ($000) $8 Shares 150 Est. Cost $79.05 Unrealized -22.7%
THC Tenet Healthcare 0.0%
Value ($000) $8 Shares 60 Est. Cost $131.69 Unrealized 0.0%
R Ryder System Inc 0.0%
Value ($000) $8 Shares 56 Est. Cost $155.72 Unrealized 0.0%
EVR Evercore Partners Inc 0.0%
Value ($000) $8 Shares 40 Est. Cost $279.37 Unrealized -11.8%
VIK Viking Holdings LTD F 0.0%
Value ($000) $8 Shares 200 Est. Cost $30.16 Unrealized +52.9%
PI Impinj Inc 0.0%
Value ($000) $8 Shares 87 Est. Cost $148.62 Unrealized -24.6%
VAW Vanguard Materials ETF 0.0%
Value ($000) $8 Shares 41 Est. Cost $188.80 Unrealized
SLVM Sylvamo Corp 0.0%
Value ($000) $8 Shares 115 Est. Cost $29.97 Unrealized +134.5%
DGX Quest Diagnostic Inc 0.0%
Value ($000) $8 Shares 45 Est. Cost $129.07 Unrealized +25.5%
NDOW Anydrus Advantage ETF 0.0%
Value ($000) $8 Shares 306 Est. Cost $24.62 Unrealized
JUST Goldman Sachs Just US LRG CP Eq ETF 0.0%
Value ($000) $7 Shares 94 Est. Cost $67.81 Unrealized
BITO ProShares Bitcoin Strategy ETF 0.0%
Value ($000) $7 Shares 404 Est. Cost $23.78 Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $7 Shares 837 Est. Cost $9.62 Unrealized +4.1%
LILAK Liberty Latin Amer F Class C 0.0%
Value ($000) $7 Shares 1,174 Est. Cost $7.08 Unrealized -5.7%
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $7 Shares 72 Est. Cost $96.26 Unrealized
CCEP Coca Cola European Partners 0.0%
Value ($000) $7 Shares 82 Est. Cost $47.55 Unrealized +67.2%
DOCU Docusign Inc Com 0.0%
Value ($000) $7 Shares 87 Est. Cost $66.89 Unrealized +30.9%
STLA Stellantis N V F 0.0%
Value ($000) $7 Shares 625 Est. Cost $11.84 Unrealized
TREX Trex Inc Com 0.0%
Value ($000) $7 Shares 120 Est. Cost $87.49 Unrealized -25.7%
TDY Teledyne Technologies Inc Com 0.0%
Value ($000) $7 Shares 14 Est. Cost $483.72 Unrealized +2.3%
CLH Clean Harbors Inc 0.0%
Value ($000) $7 Shares 35 Est. Cost $130.22 Unrealized +68.0%
POST Post HLDGS Inc Com 0.0%
Value ($000) $7 Shares 59 Est. Cost $69.97 Unrealized +58.6%
NPO Enpro Inds Inc 0.0%
Value ($000) $7 Shares 42 Est. Cost $179.63 Unrealized 0.0%
Templeton Emerg MKTS Income 0.0%
Value ($000) $7 Shares 1,261 Est. Cost $5.38 Unrealized
Nuveen Amt Free Municipal Credit Income Fund 0.0%
Value ($000) $7 Shares 534 Est. Cost $12.31 Unrealized
GK Advisorshares Gerber Kawasaki ETF 0.0%
Value ($000) $7 Shares 340 Est. Cost $19.47 Unrealized
MTB M & T Bank Corp 0.0%
Value ($000) $7 Shares 37 Est. Cost $140.08 Unrealized +31.7%
RKT Rocket Companies Class A Class A 0.0%
Value ($000) $6 Shares 500 Est. Cost $9.83 Unrealized +25.2%
IHE iShares US Pharmaceuticals ETF 0.0%
Value ($000) $6 Shares 90 Est. Cost $110.02 Unrealized
USFD US Foods HLDG Corp 0.0%
Value ($000) $6 Shares 97 Est. Cost $36.45 Unrealized +87.5%
STAG Stag Industrial Inc REIT 0.0%
Value ($000) $6 Shares 175 Est. Cost $36.00 Unrealized
FOXA Fox Corp Class A 0.0%
Value ($000) $6 Shares 112 Est. Cost $38.56 Unrealized +36.1%
DVN Devon Energy Corp 0.0%
Value ($000) $6 Shares 168 Est. Cost $46.04 Unrealized -24.9%
SPIP SPDR Portfolio TIPS ETF 0.0%
Value ($000) $6 Shares 235 Est. Cost $25.37 Unrealized
XMVTX BlackRock Munivest II CF 0.0%
Value ($000) $6 Shares 583 Est. Cost $12.97 Unrealized
COO Cooper Cos Inc 0.0%
Value ($000) $6 Shares 72 Est. Cost $101.53 Unrealized -11.7%
PXH Invesco FTSE Rafi Emerging Markets ETF 0.0%
Value ($000) $6 Shares 277 Est. Cost $18.26 Unrealized
NBTB N B T Bancorp Inc 0.0%
Value ($000) $6 Shares 138 Est. Cost $38.86 Unrealized +18.9%
NWE Northwestern Corp 0.0%
Value ($000) $6 Shares 102 Est. Cost $48.63 Unrealized +7.1%
JBTM John Bean Techs Corp 0.0%
Value ($000) $6 Shares 48 Est. Cost $108.65 Unrealized +16.2%
ED Consolidated Edison 0.0%
Value ($000) $6 Shares 53 Est. Cost $94.46 Unrealized +0.8%
SOBO South Bow Corp F 0.0%
Value ($000) $6 Shares 222 Est. Cost $22.97 Unrealized +4.8%
SMG Scotts Miracle Gro Co 0.0%
Value ($000) $6 Shares 105 Est. Cost $61.49 Unrealized 0.0%
QCLN First TST Nasdaq Clean Ed Id ETF 0.0%
Value ($000) $6 Shares 200 Est. Cost $64.62 Unrealized
HYMB SPDR Nuveen S&P High Yield Muni 0.0%
Value ($000) $6 Shares 225 Est. Cost $26.27 Unrealized
ZM Zoom Video Communication 0.0%
Value ($000) $6 Shares 75 Est. Cost $114.00 Unrealized -30.1%
TEAM Atlassian 0.0%
Value ($000) $6 Shares 26 Est. Cost $178.70 Unrealized +47.7%
SDIV Global X Superdividend ETF 0.0%
Value ($000) $6 Shares 263 Est. Cost $20.97 Unrealized
BRBR Bellring Brands Inc New Com 0.0%
Value ($000) $6 Shares 74 Est. Cost $25.08 Unrealized +192.8%
UGI U G I Corp 0.0%
Value ($000) $5 Shares 163 Est. Cost $36.85 Unrealized -14.0%
BGRN iShares Usd Green Bond ETF 0.0%
Value ($000) $5 Shares 115 Est. Cost $46.54 Unrealized
CCI Crown Castle Intl Co REIT 0.0%
Value ($000) $5 Shares 52 Est. Cost $126.23 Unrealized -29.4%
RTRE Rareview Total Return Bond ETF 0.0%
Value ($000) $5 Shares 208 Est. Cost $25.04 Unrealized
EBND SPDR BBG Barclays Emerging MKTS Local BD ETF 0.0%
Value ($000) $5 Shares 254 Est. Cost $19.46 Unrealized
EWU iShares MSCI United Kingdom ETF 0.0%
Value ($000) $5 Shares 135 Est. Cost $37.47 Unrealized
PID Invsc Intl DVDND Achvrs ETF 0.0%
Value ($000) $5 Shares 265 Est. Cost $18.42 Unrealized
LII Lennox Intl Inc 0.0%
Value ($000) $5 Shares 9 Est. Cost $389.69 Unrealized +53.9%
DLTR Dollar Tree Inc 0.0%
Value ($000) $5 Shares 67 Est. Cost $98.03 Unrealized -27.1%
Gabelli Equity Trust 0.0%
Value ($000) $5 Shares 902 Est. Cost $5.38 Unrealized
UTHR United Therapeutics Corp Del Com 0.0%
Value ($000) $5 Shares 16 Est. Cost $190.51 Unrealized +79.9%
KEY Keycorp Inc 0.0%
Value ($000) $5 Shares 300 Est. Cost $20.30 Unrealized -20.0%
NI Nisource Inc 00500 0.0%
Value ($000) $5 Shares 117 Est. Cost $25.82 Unrealized +45.8%
GIGB GLDMN SCHS Acs Inv GRD CRPRT ETF 0.0%
Value ($000) $5 Shares 102 Est. Cost $45.26 Unrealized
SLV iShares Silver Trust ETF IV 0.0%
Value ($000) $5 Shares 150 Est. Cost $20.34 Unrealized
ELS Equity Lifestyle PPT REIT 0.0%
Value ($000) $5 Shares 69 Est. Cost $68.68 Unrealized
NULG Nuveen ESG Large-Cap Growth ETF 0.0%
Value ($000) $5 Shares 59 Est. Cost $62.20 Unrealized
IQ Iqiyi Inc F Sponsored ADR 0.0%
Value ($000) $5 Shares 2,000 Est. Cost $4.54 Unrealized
AME Ametek Inc 0.0%
Value ($000) $4 Shares 26 Est. Cost $140.44 Unrealized +28.6%
INSP Inspire Medical Systems 0.0%
Value ($000) $4 Shares 28 Est. Cost $189.24 Unrealized -4.4%
EXC Exelon Corp 0.0%
Value ($000) $4 Shares 96 Est. Cost $36.62 Unrealized +10.6%
Calamos Strategic Total Return FD Com SH Ben Int 0.0%
Value ($000) $4 Shares 270 Est. Cost $17.53 Unrealized
NWSA News Corp New Class A 0.0%
Value ($000) $4 Shares 159 Est. Cost $21.35 Unrealized +30.2%
LYV Live Nation Entertainment Inc 0.0%
Value ($000) $4 Shares 33 Est. Cost $87.63 Unrealized +55.8%
FTS Fortis Inc F 0.0%
Value ($000) $4 Shares 94 Est. Cost $40.35 Unrealized +4.5%
RELX Relx PLC Spon Ads 0.0%
Value ($000) $4 Shares 85 Est. Cost $50.41 Unrealized
Aberdeen Emerging Markets Equity Income Fund Inc 0.0%
Value ($000) $4 Shares 845 Est. Cost $4.96 Unrealized
SE Sea Limited Ads Each 0.0%
Value ($000) $4 Shares 32 Est. Cost $130.50 Unrealized
VOX Vanguard Telecom Services ETF 0.0%
Value ($000) $4 Shares 28 Est. Cost $148.39 Unrealized
TLT iShares 20 PLS Year Treasury BND ETF 0.0%
Value ($000) $4 Shares 45 Est. Cost $88.69 Unrealized
XYLD Global X S&P 500 Covered Call ETF 0.0%
Value ($000) $4 Shares 103 Est. Cost $40.71 Unrealized
CCL Carnival Corp F 0.0%
Value ($000) $4 Shares 205 Est. Cost $14.65 Unrealized +62.4%
CC Chemours Co 0.0%
Value ($000) $4 Shares 294 Est. Cost $27.54 Unrealized -41.6%
GH Guardant Health Inc 0.0%
Value ($000) $4 Shares 92 Est. Cost $23.27 Unrealized +85.4%
LVS Las Vegas Sands Corp. 0.0%
Value ($000) $4 Shares 100 Est. Cost $52.33 Unrealized -17.1%
CSIQ Canadian Solar Inc F 0.0%
Value ($000) $4 Shares 445 Est. Cost $10.53 Unrealized 0.0%
AZO Autozone Inc 0.0%
Value ($000) $4 Shares 1 Est. Cost $3070.23 Unrealized +12.4%
EXAS Exact Sciences Corporati 0.0%
Value ($000) $4 Shares 88 Est. Cost $50.64 Unrealized 0.0%
CPER United States Copper Index ETF 0.0%
Value ($000) $4 Shares 120 Est. Cost $28.71 Unrealized
Ferrari NV (race Csus) 0.0%
Value ($000) $4 Shares 69 Est. Cost $53.80 Unrealized
SSNC SS&C Technologs HLDG 0.0%
Value ($000) $4 Shares 43 Est. Cost $78.17 Unrealized +5.9%
PTLO Portillos Inc CL A Com 0.0%
Value ($000) $4 Shares 300 Est. Cost $26.48 Unrealized -50.9%
GLPI Gaming & Leisure PPTYS Inc Com 0.0%
Value ($000) $4 Shares 70 Est. Cost $46.93 Unrealized
BIIB Biogen Inc 0.0%
Value ($000) $4 Shares 26 Est. Cost $217.46 Unrealized -34.3%
LYG Lloyds Banking Group 0.0%
Value ($000) $3 Shares 911 Est. Cost $3.82 Unrealized
WAB Wabtec 0.0%
Value ($000) $3 Shares 19 Est. Cost $102.22 Unrealized +86.8%
COIN Coinbase Global Inc 0.0%
Value ($000) $3 Shares 20 Est. Cost $195.40 Unrealized +23.9%
RSEE Rareview Systematic Equity ETF 0.0%
Value ($000) $3 Shares 124 Est. Cost $27.60 Unrealized
WDC Western Digital Corp 0.0%
Value ($000) $3 Shares 84 Est. Cost $27.71 Unrealized +70.5%
CRH CRH Public Limited Co F 0.0%
Value ($000) $3 Shares 38 Est. Cost $97.65 Unrealized 0.0%
FTEC Fidelity MSCI Infor Tech Indx ETF IV 0.0%
Value ($000) $3 Shares 20 Est. Cost $161.25 Unrealized
RBLX Roblox Corp Class A 0.0%
Value ($000) $3 Shares 55 Est. Cost $35.60 Unrealized +76.6%
Goose Hollow Mlti STRGY Inc ETF 0.0%
Value ($000) $3 Shares 121 Est. Cost $25.92 Unrealized
BBVA Banco Bilbao Vizcaya 0.0%
Value ($000) $3 Shares 230 Est. Cost $13.62 Unrealized
LDOS Leidos HLDGS Inc Com 0.0%
Value ($000) $3 Shares 23 Est. Cost $93.71 Unrealized +47.6%
BTC Grayscale Bitcoin Mini TR ETF SHS New 0.0%
Value ($000) $3 Shares 83 Est. Cost $41.87 Unrealized
SNDK Sandisk Corp 0.0%
Value ($000) $3 Shares 63 Est. Cost $49.67 Unrealized 0.0%
AMBA Ambarella Inc F 0.0%
Value ($000) $3 Shares 59 Est. Cost $49.68 Unrealized +37.8%
ARGX Argenx Se F Unsponsored ADR 0.0%
Value ($000) $3 Shares 5 Est. Cost $591.80 Unrealized
VPG Vishay Precision Group 0.0%
Value ($000) $3 Shares 122 Est. Cost $31.33 Unrealized -25.5%
TRI Thomson Reuters Corp F 0.0%
Value ($000) $3 Shares 17 Est. Cost $166.55 Unrealized 0.0%
FLR Fluor Corp New 0.0%
Value ($000) $3 Shares 80 Est. Cost $36.95 Unrealized +16.9%
IQV Iqvia HLDGS Inc Com 0.0%
Value ($000) $3 Shares 16 Est. Cost $209.83 Unrealized -7.5%
VREX Varex Imaging Corp00500 0.0%
Value ($000) $3 Shares 240 Est. Cost $25.42 Unrealized -48.0%
GSAT Globalstar Inc 0.0%
Value ($000) $3 Shares 133 Est. Cost $24.21 Unrealized 0.0%
M Macys Inc 0.0%
Value ($000) $3 Shares 218 Est. Cost $18.59 Unrealized -22.0%
IWY iShares Russell Top 200 GRW ETF IV 0.0%
Value ($000) $3 Shares 13 Est. Cost $149.51 Unrealized
MRP Millrose PPTYS Inc Class A 0.0%
Value ($000) $3 Shares 97 Est. Cost $26.51 Unrealized
Eaton Vance LTD Duration Income FD Com 0.0%
Value ($000) $3 Shares 255 Est. Cost $11.70 Unrealized
GHTA Goose Hollow Tactical Allocation ETF 0.0%
Value ($000) $3 Shares 87 Est. Cost $29.09 Unrealized
MAGN Magnera Corp 0.0%
Value ($000) $3 Shares 138 Est. Cost $20.46 Unrealized -5.0%
SG Sweetgreen Inc Com 0.0%
Value ($000) $3 Shares 100 Est. Cost $27.60 Unrealized 0.0%
TAN Invesco Solar ETF 0.0%
Value ($000) $2 Shares 82 Est. Cost $30.46 Unrealized
Bank Of America Conv PFD Series L 0.0%
Value ($000) $2 Shares 2 Est. Cost $1222.50 Unrealized
IX Orix Corporation 0.0%
Value ($000) $2 Shares 115 Est. Cost $37.04 Unrealized
RIG Transocean LTD 0.0%
Value ($000) $2 Shares 750 Est. Cost $8.17 Unrealized -57.1%
WHWK AADI Bioscience Inc 0.0%
Value ($000) $2 Shares 1,333 Est. Cost $13.14 Unrealized -80.1%
PENN Penn NTNL Gaming 0.0%
Value ($000) $2 Shares 140 Est. Cost $16.98 Unrealized +15.1%
AMH American Homes 4 Rent REIT 0.0%
Value ($000) $2 Shares 60 Est. Cost $37.82 Unrealized
MJ Amplify ETF TR Amplify Alternative Harvest ETF New 0.0%
Value ($000) $2 Shares 113 Est. Cost $19.50 Unrealized
SPOT Spotify Technology SA 0.0%
Value ($000) $2 Shares 4 Est. Cost $558.87 Unrealized 0.0%
FCOM Fidelity MSCI Comm SRV Index ETF 0.0%
Value ($000) $2 Shares 39 Est. Cost $56.26 Unrealized
CHRW CH Robinson 0.0%
Value ($000) $2 Shares 21 Est. Cost $99.08 Unrealized 0.0%
ROE Astoria US Equal WT QLT Kings ETF 0.0%
Value ($000) $2 Shares 73 Est. Cost $29.27 Unrealized
UNFI United Natural Foods 0.0%
Value ($000) $2 Shares 77 Est. Cost $40.91 Unrealized -29.2%
ANGI Angi Inc 0.0%
Value ($000) $2 Shares 131 Est. Cost $17.03 Unrealized 0.0%
NCLH Norwegian Cruise Lin F 0.0%
Value ($000) $2 Shares 105 Est. Cost $15.60 Unrealized +54.4%
GCMG GCM Grosvenor Inc Class A 0.0%
Value ($000) $2 Shares 150 Est. Cost $12.93 Unrealized 0.0%
BIL SPDR Ser TR SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 0.0%
Value ($000) $2 Shares 21 Est. Cost $91.47 Unrealized
VOD Vodafone Group F Sponsored ADR 0.0%
Value ($000) $2 Shares 200 Est. Cost $8.49 Unrealized
FFIV F5 Networks Inc 0.0%
Value ($000) $2 Shares 7 Est. Cost $193.86 Unrealized +44.2%
ENPH Enphase Energy Inc 0.0%
Value ($000) $2 Shares 30 Est. Cost $63.28 Unrealized 0.0%
JBGS JBG Smith PPTYS Com 0.0%
Value ($000) $2 Shares 115 Est. Cost $29.22 Unrealized
AVR Anteris Technologies Glo 0.0%
Value ($000) $2 Shares 500 Est. Cost $6.43 Unrealized 0.0%
SNN Smith & Nephew ADR 0.0%
Value ($000) $2 Shares 63 Est. Cost $32.37 Unrealized
Juniper Networks 0.0%
Value ($000) $2 Shares 50 Est. Cost $36.20 Unrealized
QUBT Quantum Computing Inc Com 0.0%
Value ($000) $2 Shares 225 Est. Cost $2.65 Unrealized +231.9%
XYZ Block Inc CL A 0.0%
Value ($000) $2 Shares 33 Est. Cost $74.64 Unrealized 0.0%
ZIM Zim Integrated 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.70 Unrealized +6.1%
SNAV Mohr Sector Nav ETF 0.0%
Value ($000) $2 Shares 57 Est. Cost $29.81 Unrealized
RDFI Rareview Dynamic Fixed Income ETF 0.0%
Value ($000) $2 Shares 69 Est. Cost $23.67 Unrealized
BG Bunge Global SA F 0.0%
Value ($000) $2 Shares 21 Est. Cost $96.90 Unrealized -25.0%
GERN Geron Corp. 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $3.90 Unrealized -37.5%
MGM MGM Resorts Intl 0.0%
Value ($000) $2 Shares 53 Est. Cost $38.91 Unrealized -13.7%
SSP Scripps E W Co Class A 0.0%
Value ($000) $2 Shares 523 Est. Cost $15.88 Unrealized -89.6%
CGGR Capital Group Growth ETF 0.0%
Value ($000) $1 Shares 43 Est. Cost $28.70 Unrealized
TWLO Twilio Inc Class A 0.0%
Value ($000) $1 Shares 15 Est. Cost $151.64 Unrealized -21.9%
CGDV Capital Group Dividend Value ETF 0.0%
Value ($000) $1 Shares 41 Est. Cost $30.63 Unrealized
ARKK Ark Innovation ETF 0.0%
Value ($000) $1 Shares 30 Est. Cost $66.29 Unrealized
NTLA Intellia Therapeutic 0.0%
Value ($000) $1 Shares 200 Est. Cost $84.72 Unrealized -88.1%
DES Wisdomtree Small Cap DIV Exch TR FD 0.0%
Value ($000) $1 Shares 44 Est. Cost $31.86 Unrealized
GSUS Goldman Sachs Marktbta US Eqy ETF 0.0%
Value ($000) $1 Shares 18 Est. Cost $66.67 Unrealized
RFV Invsc S P Midcap 400 Pure Value ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $116.71 Unrealized
WERN Werner Enterprises 0.0%
Value ($000) $1 Shares 46 Est. Cost $33.59 Unrealized 0.0%
JAVA JPMorgan Active Value ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $55.81 Unrealized
EXTR Extreme Networks Inc 0.0%
Value ($000) $1 Shares 100 Est. Cost $16.17 Unrealized -3.2%
PAAS Pan Amern Silver Corp F 0.0%
Value ($000) $1 Shares 51 Est. Cost $16.07 Unrealized +48.8%
SXC Suncoke Energy Inc 0.0%
Value ($000) $1 Shares 143 Est. Cost $9.60 Unrealized 0.0%
Lucid Group Inc 0.0%
Value ($000) $1 Shares 540 Est. Cost $16.20 Unrealized
JPME JPMorgan Diversified Return US Mid Cap Equity ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $92.02 Unrealized
SEE Sealed Air Corp New Com 0.0%
Value ($000) $1 Shares 45 Est. Cost $61.47 Unrealized -47.9%
Chargepoint Holdings 0.0%
Value ($000) $1 Shares 2,100 Est. Cost $1.02 Unrealized
ZLAB Zai Lab LTD F Unsponsored ADR 0.0%
Value ($000) $1 Shares 35 Est. Cost $36.14 Unrealized
AVNS Avanos Medical Inc 0.0%
Value ($000) $1 Shares 87 Est. Cost $32.21 Unrealized -51.5%
SAIC Science Applications 0.0%
Value ($000) $1 Shares 11 Est. Cost $113.40 Unrealized -4.7%
OMFL Invesco Russell 1000 Dynamic Mul ETF 0.0%
Value ($000) $1 Shares 23 Est. Cost $51.70 Unrealized
KALU Kaiser Aluminum Corp 0.0%
Value ($000) $1 Shares 20 Est. Cost $67.41 Unrealized 0.0%
CPNG Coupang Inc Class A 0.0%
Value ($000) $1 Shares 55 Est. Cost $16.50 Unrealized +40.8%
TNDM Tandem Diabetes Care 0.0%
Value ($000) $1 Shares 62 Est. Cost $42.40 Unrealized -31.0%
FNCL Fidelity MSCI Financials Index ETF 0.0%
Value ($000) $1 Shares 17 Est. Cost $69.53 Unrealized
RPD Rapid7 Inc 0.0%
Value ($000) $1 Shares 44 Est. Cost $34.00 Unrealized 0.0%
PBW Invesco Wilderhill Clean Energy ETF 0.0%
Value ($000) $1 Shares 74 Est. Cost $40.41 Unrealized
NOK Nokia Corp F Sponsored ADR 0.0%
Value ($000) $1 Shares 217 Est. Cost $5.24 Unrealized
HYLB Xtrackers Usd High Yield Cor BND ETF 0.0%
Value ($000) $1 Shares 31 Est. Cost $37.36 Unrealized
MRNA Moderna Inc 0.0%
Value ($000) $1 Shares 38 Est. Cost $152.12 Unrealized -76.7%
GSIE Goldman Sachs Activebeta Intl Equity ETF 0.0%
Value ($000) $1 Shares 28 Est. Cost $32.71 Unrealized
EMXC iShares MSCI Emerging Markets ETF 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.11 Unrealized
FSTA Fidelity MSCI Cons STPLS Indx ETF 0.0%
Value ($000) $1 Shares 19 Est. Cost $51.11 Unrealized
OGN Organon & Co 0.0%
Value ($000) $1 Shares 65 Est. Cost $28.56 Unrealized -47.1%
JEMA JPMorgan Activebld Emrg MRKT Eqy ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $36.14 Unrealized
PDBC Invesco Actvly MNG Optm YD DVRS ETF 0.0%
Value ($000) $1 Shares 70 Est. Cost $13.63 Unrealized
PTON Peloton Interactive Inc 0.0%
Value ($000) $1 Shares 150 Est. Cost $25.62 Unrealized -69.4%
YOLO Advisorshares Pure Cannabis ETF 0.0%
Value ($000) $1 Shares 520 Est. Cost $1.77 Unrealized
ULH Universal Logistics HLDG 0.0%
Value ($000) $1 Shares 34 Est. Cost $34.19 Unrealized 0.0%
SATS Echostar Corp CL A 0.0%
Value ($000) $1 Shares 35 Est. Cost $13.94 Unrealized +95.1%
TSN Tyson Foods Inc Class A 0.0%
Value ($000) $1 Shares 14 Est. Cost $62.99 Unrealized -9.7%
RWJ Invesco S&P Smallcap 600 Rev ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $41.69 Unrealized
CNAV Mohr Company Nav ETF 0.0%
Value ($000) $1 Shares 36 Est. Cost $22.72 Unrealized
BIRD Allbirds Inc CL A 0.0%
Value ($000) $1 Shares 125 Est. Cost $6.45 Unrealized 0.0%
RTO Rentokil Initial 0.0%
Value ($000) $1 Shares 35 Est. Cost $22.91 Unrealized
ACCO Acco Brands Corp 0.0%
Value ($000) $1 Shares 188 Est. Cost $6.54 Unrealized -30.5%
CAR Avis Budget Group Inc Com 0.0%
Value ($000) $1 Shares 10 Est. Cost $191.13 Unrealized -58.0%
Tilray Inc 0.0%
Value ($000) $1 Shares 1,130 Est. Cost $7.77 Unrealized
BILS SPDR Bloomberg 3 12 MTH T BLL ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $99.43 Unrealized
SPT Sprout Social Inc Class A 0.0%
Value ($000) $1 Shares 31 Est. Cost $56.11 Unrealized -48.2%
AFRM Affirm HLDGS Inc 0.0%
Value ($000) $1 Shares 14 Est. Cost $33.18 Unrealized +78.6%
The Odp Corp Com 0.0%
Value ($000) $1 Shares 44 Est. Cost $45.84 Unrealized
Kulr Technology Group In 0.0%
Value ($000) $1 Shares 450 Est. Cost $1.32 Unrealized
FVRR Fiverr Interntnl LTD F 0.0%
Value ($000) $1 Shares 25 Est. Cost $79.26 Unrealized -63.3%
XIFR XPLR Infrastructure LP 0.0%
Value ($000) $1 Shares 53 Est. Cost $60.36 Unrealized -81.2%
CARY Angel Oak Income ETF 0.0%
Value ($000) $0 Shares 23 Est. Cost $20.87 Unrealized
WELL Welltower Inc REIT 0.0%
Value ($000) $0 Shares 3 Est. Cost $140.30 Unrealized 0.0%
MAGS Listed FNDS Rondhl MGNFCNT ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $45.90 Unrealized
RUNN Stratgc TRST RNG Oak Efcnt GRW ETF 0.0%
Value ($000) $0 Shares 14 Est. Cost $32.43 Unrealized
VNQI Vanguard Glbal Ex US Real Estate ETF 0.0%
Value ($000) $0 Shares 11 Est. Cost $40.45 Unrealized
Global X Cleantech ETF 0.0%
Value ($000) $0 Shares 70 Est. Cost $5.99 Unrealized
WW Interntnl Inc 0.0%
Value ($000) $0 Shares 800 Est. Cost $10.23 Unrealized
AON Aon PLC F Class A 0.0%
Value ($000) $0 Shares 1 Est. Cost $381.59 Unrealized 0.0%
NNDM Nano Dimension LTD Sponsored ADR New 0.0%
Value ($000) $0 Shares 250 Est. Cost $3.56 Unrealized
DASH Doordash Inc Class A 0.0%
Value ($000) $0 Shares 2 Est. Cost $164.28 Unrealized +14.5%
UAA Under Armour Inc CL A Com 0.0%
Value ($000) $0 Shares 56 Est. Cost $17.93 Unrealized -58.5%
NET Cloudflare Inc Class A 0.0%
Value ($000) $0 Shares 3 Est. Cost $132.56 Unrealized 0.0%
UA Under Armour Inc Class C 0.0%
Value ($000) $0 Shares 56 Est. Cost $15.66 Unrealized -56.5%
RCI Rogers Commun Inc F Class B 0.0%
Value ($000) $0 Shares 11 Est. Cost $51.69 Unrealized -45.4%
ICCM Icecure Medical LT Ordf 0.0%
Value ($000) $0 Shares 250 Est. Cost $1.30 Unrealized +0.3%
NEM Newmont Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost $38.34 Unrealized +12.8%
HWM Howmet Aerospace Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $126.73 Unrealized 0.0%
BRO Brown & Brown Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $111.13 Unrealized 0.0%
EFX Equifax Inc Com 0.0%
Value ($000) $0 Shares 1 Est. Cost $249.55 Unrealized 0.0%
CPSH CPS Technologies Corp 0.0%
Value ($000) $0 Shares 150 Est. Cost $1.70 Unrealized 0.0%
PPA Invesco Aerospace & Defense ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $116.50 Unrealized
CBOE CBOE Holdings Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $206.46 Unrealized 0.0%
RMD Resmed Inc Com 0.0%
Value ($000) $0 Shares 1 Est. Cost $231.66 Unrealized 0.0%
DXJ Wisdomtree Japan Hedged Equity 0.0%
Value ($000) $0 Shares 2 Est. Cost $110.00 Unrealized
NLR Vaneck Uranium And Nuclear ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $73.33 Unrealized
SBAC S B A Communications Class A 0.0%
Value ($000) $0 Shares 1 Est. Cost $205.35 Unrealized 0.0%
TRGP Targa Res Corp Com 0.0%
Value ($000) $0 Shares 1 Est. Cost $194.68 Unrealized 0.0%
LEG Leggett & Platt Inc 0.0%
Value ($000) $0 Shares 25 Est. Cost $34.28 Unrealized -72.3%
QQQM Invesco Nasdaq 100 ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $169.00 Unrealized
NIO N I O Inc F Sponsored ADR 0.0%
Value ($000) $0 Shares 50 Est. Cost $17.24 Unrealized
GEN Gen Digital Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost $26.99 Unrealized 0.0%
ES Eversource Energy 0.0%
Value ($000) $0 Shares 3 Est. Cost $72.86 Unrealized -21.5%
GDDY Godaddy Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $191.07 Unrealized 0.0%
STT State Street Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $92.75 Unrealized 0.0%
FUBO Fubotv Inc Com 0.0%
Value ($000) $0 Shares 60 Est. Cost $9.72 Unrealized -62.7%
KDP Keurig DR Pepper Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $31.50 Unrealized 0.0%
CPRT Copart Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $56.28 Unrealized 0.0%
COOK Traeger Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.21 Unrealized 0.0%
SANA Sana Biotechnology Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost $8.09 Unrealized -65.4%
OXY/WS Occidental Petrol 27 WTS Warrants Exp 08/03/27 0.0%
Value ($000) $0 Shares 6 Est. Cost $35.64 Unrealized
ODFL Old Dominion Freight Line Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $180.58 Unrealized 0.0%
CFG Citizens Finl Group 0.0%
Value ($000) $0 Shares 4 Est. Cost $43.22 Unrealized 0.0%
FANG Diamondback Energy 0.0%
Value ($000) $0 Shares 1 Est. Cost $157.12 Unrealized 0.0%
EVGO Evgo Inc Class A 0.0%
Value ($000) $0 Shares 60 Est. Cost $2.96 Unrealized +4.6%
CSGP Costar Group Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $76.08 Unrealized 0.0%
Polestar Automotive HL F Unsponsored ADR 0.0%
Value ($000) $0 Shares 150 Est. Cost $1.05 Unrealized
IFF International Flavors & Fragrance 0.0%
Value ($000) $0 Shares 2 Est. Cost $115.52 Unrealized -30.2%
CNP Centerpoint Energy Inc Com 0.0%
Value ($000) $0 Shares 4 Est. Cost $32.83 Unrealized 0.0%
KVUE Kenvue Inc Com 0.0%
Value ($000) $0 Shares 6 Est. Cost $21.38 Unrealized 0.0%
INVH Invitation Homes Incorpo 0.0%
Value ($000) $0 Shares 4 Est. Cost $31.11 Unrealized 0.0%
RJF Raymond James Finl 0.0%
Value ($000) $0 Shares 1 Est. Cost $153.20 Unrealized 0.0%
EVRG Evergy Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $63.12 Unrealized 0.0%
TRMB Trimble Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $71.89 Unrealized 0.0%
ALLE Allegion PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $128.52 Unrealized 0.0%
LKQ LKQ Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $38.39 Unrealized 0.0%
HOLX Hologic Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $69.63 Unrealized -4.8%
EXPD Expeditors Intl Wash 0.0%
Value ($000) $0 Shares 1 Est. Cost $113.71 Unrealized 0.0%
PCG PG&E Corp Com NPV 0.0%
Value ($000) $0 Shares 7 Est. Cost $12.17 Unrealized +35.2%
EIX Edison International 0.0%
Value ($000) $0 Shares 2 Est. Cost $54.83 Unrealized 0.0%
TECH Bio-Techne Corp Com 0.0%
Value ($000) $0 Shares 2 Est. Cost $67.42 Unrealized 0.0%
BEN Franklin Resources 0.0%
Value ($000) $0 Shares 6 Est. Cost $18.92 Unrealized 0.0%
VUZI Vuzix Corp 0.0%
Value ($000) $0 Shares 55 Est. Cost $2.73 Unrealized +20.2%
Interpublic GRP Cos 0.0%
Value ($000) $0 Shares 4 Est. Cost $26.51 Unrealized 0.0%
Zimvie Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $22.84 Unrealized
ROL Rollins Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $49.68 Unrealized 0.0%
BALL Ball Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $51.75 Unrealized 0.0%
ARE Alexandria Real Estate Equities Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $92.02 Unrealized 0.0%
SW Smurfit Westrock LTD F 0.0%
Value ($000) $0 Shares 2 Est. Cost $43.84 Unrealized +13.0%
GME Gamestop Corp Class A 0.0%
Value ($000) $0 Shares 4 Est. Cost $31.87 Unrealized -17.8%
DG Dollar General Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $74.36 Unrealized 0.0%
OMC Omnicom Group Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $80.64 Unrealized 0.0%
VXRT Vaxart Inc 0.0%
Value ($000) $0 Shares 200 Est. Cost $5.07 Unrealized -87.3%
AKAM Akamai Tehnologies Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $89.72 Unrealized 0.0%
CF CF Industry Holdings 0.0%
Value ($000) $0 Shares 1 Est. Cost $82.15 Unrealized 0.0%
BBY Best Buy Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $78.31 Unrealized 0.0%
Accelerate Diagnostics Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost $5.75 Unrealized
UAL United Airls HLDGS 0.0%
Value ($000) $0 Shares 1 Est. Cost $94.43 Unrealized 0.0%
DNA Ginkgo Bioworks HLDG Class A 0.0%
Value ($000) $0 Shares 12 Est. Cost $10.02 Unrealized +1.7%
EYE National Vision 0.0%
Value ($000) $0 Shares 5 Est. Cost $11.67 Unrealized +1.3%
SNDL SNDL Inc Com 0.0%
Value ($000) $0 Shares 27 Est. Cost $2.09 Unrealized -18.7%
SNAP Snap Inc Class A 0.0%
Value ($000) $0 Shares 3 Est. Cost $27.05 Unrealized -61.5%
SD Sandridge Energy Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $12.91 Unrealized -8.1%
BLNK Blink Charging Co 0.0%
Value ($000) $0 Shares 25 Est. Cost $3.12 Unrealized -62.9%
VAL/WS Valaris LTD 28 WTF Warrants Exp 04/29/28 0.0%
Value ($000) $0 Shares 4 Est. Cost $10.50 Unrealized
MANU Manchester United Ltd. Class A 0.0%
Value ($000) $0 Shares 1 Est. Cost $22.68 Unrealized -33.3%
Aethlon Medical Inc 0.0%
Value ($000) $0 Shares 26 Est. Cost $2.19 Unrealized
IVPR Inspire Veterinary Partn Class A 0.0%
Value ($000) $0 Shares 2 Est. Cost $2.60 Unrealized 0.0%
CBDMD Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $0.20 Unrealized
Gryphon Digital MNG Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized