Global Financial Private Client, LLC Diversified Active

CIK: 0002023568 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: May 16, 2024

Total Value ($000): $114,922 (100.0% shares, 0.0% debt)

Holdings (508)

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 4.8%
Value ($000) $5,481 Shares 95,235 Est. Cost $56.68 Unrealized
VUG VANGUARD GROWTH ETF 4.1%
Value ($000) $4,767 Shares 23,321 Est. Cost $183.09 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 3.7%
Value ($000) $4,207 Shares 140,950 Est. Cost $29.85 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 3.5%
Value ($000) $4,005 Shares 15 Est. Cost $325723.70 Unrealized -15.9%
SPY SPDR S&P 500 ETF TRUST 3.4%
Value ($000) $3,870 Shares 12,462 Est. Cost $321.87 Unrealized
AAPL APPLE INC COM 3.2%
Value ($000) $3,707 Shares 10,181 Est. Cost $62.80 Unrealized +19.6%
BSV VANGUARD SHORT-TERM BOND ETF 3.1%
Value ($000) $3,509 Shares 42,261 Est. Cost $80.75 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 2.8%
Value ($000) $3,222 Shares 111,076 Est. Cost $29.01 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 2.5%
Value ($000) $2,833 Shares 55,268 Est. Cost $44.06 Unrealized
MSFT MICROSOFT CORP COM 2.3%
Value ($000) $2,612 Shares 12,758 Est. Cost $139.23 Unrealized +24.3%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 2.2%
Value ($000) $2,549 Shares 8,814 Est. Cost $238.02 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 2.2%
Value ($000) $2,523 Shares 27,101 Est. Cost $92.32 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 2.0%
Value ($000) $2,354 Shares 28,521 Est. Cost $78.65 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 2.0%
Value ($000) $2,349 Shares 20,532 Est. Cost $105.99 Unrealized
VOO VANGUARD S&P 500 ETF 1.8%
Value ($000) $2,118 Shares 7,423 Est. Cost $242.67 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 1.7%
Value ($000) $2,001 Shares 36,802 Est. Cost $53.26 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 1.4%
Value ($000) $1,623 Shares 65,748 Est. Cost $22.01 Unrealized
BLV VANGUARD LONG-TERM BOND ETF 1.3%
Value ($000) $1,522 Shares 13,610 Est. Cost $111.80 Unrealized
TIP ISHARES TIPS BOND ETF 1.2%
Value ($000) $1,418 Shares 11,525 Est. Cost $118.22 Unrealized
BAC BANK AMERICA CORP COM 1.2%
Value ($000) $1,391 Shares 59,814 Est. Cost $27.03 Unrealized -23.9%
XLF FINANCIAL SELECT SECTOR SPDR FUND 1.2%
Value ($000) $1,329 Shares 57,923 Est. Cost $30.22 Unrealized
MCD MCDONALDS CORP COM 1.2%
Value ($000) $1,329 Shares 7,195 Est. Cost $171.75 Unrealized -6.3%
WMT WALMART INC COM 0.9%
Value ($000) $1,085 Shares 9,066 Est. Cost $36.39 Unrealized +4.6%
SPGI S&P GLOBAL INC COM 0.9%
Value ($000) $1,041 Shares 3,112 Est. Cost $249.32 Unrealized +15.1%
HD HOME DEPOT INC COM 0.8%
Value ($000) $973 Shares 3,920 Est. Cost $195.39 Unrealized +2.2%
QQQ INVESCO QQQ TRUST SERIES I 0.8%
Value ($000) $964 Shares 3,849 Est. Cost $219.16 Unrealized
V VISA INC COM CL A 0.8%
Value ($000) $890 Shares 4,593 Est. Cost $178.86 Unrealized -1.9%
DIS DISNEY WALT CO COM 0.8%
Value ($000) $864 Shares 7,647 Est. Cost $133.75 Unrealized -19.4%
XOM EXXON MOBIL CORP COM 0.7%
Value ($000) $844 Shares 19,302 Est. Cost $48.00 Unrealized -27.5%
HEALTHCARE RLTY TR CL A COM 0.7%
Value ($000) $837 Shares 31,064 Est. Cost $30.28 Unrealized
MBB ISHARES MBS ETF 0.7%
Value ($000) $828 Shares 7,489 Est. Cost $108.96 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.7%
Value ($000) $805 Shares 7,984 Est. Cost $101.80 Unrealized
AMZN AMAZON COM INC COM 0.7%
Value ($000) $790 Shares 274 Est. Cost $88.51 Unrealized +36.5%
CL COLGATE PALMOLIVE CO COM 0.7%
Value ($000) $779 Shares 10,673 Est. Cost $59.11 Unrealized +5.5%
PG PROCTER AND GAMBLE CO COM 0.7%
Value ($000) $768 Shares 6,400 Est. Cost $104.39 Unrealized -2.7%
PEP PEPSICO INC COM 0.7%
Value ($000) $767 Shares 5,793 Est. Cost $112.77 Unrealized -1.8%
INTC INTEL CORP COM 0.6%
Value ($000) $727 Shares 12,368 Est. Cost $49.26 Unrealized +8.0%
MRK MERCK & CO INC COM 0.6%
Value ($000) $713 Shares 9,131 Est. Cost $67.32 Unrealized -6.6%
IYW ISHARES U.S. TECHNOLOGY ETF 0.6%
Value ($000) $713 Shares 2,631 Est. Cost $232.60 Unrealized
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.6%
Value ($000) $691 Shares 40,521 Est. Cost $15.94 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.6%
Value ($000) $671 Shares 4,114 Est. Cost $140.31 Unrealized
PGX INVESCO PREFERRED ETF 0.6%
Value ($000) $644 Shares 45,391 Est. Cost $13.34 Unrealized
BA BOEING CO COM 0.6%
Value ($000) $637 Shares 3,532 Est. Cost $320.53 Unrealized -52.0%
CVX CHEVRON CORP NEW COM 0.6%
Value ($000) $634 Shares 7,240 Est. Cost $80.88 Unrealized -13.7%
MA MASTERCARD INCORPORATED CL A 0.5%
Value ($000) $623 Shares 2,070 Est. Cost $274.30 Unrealized -0.3%
CVS CVS HEALTH CORP COM 0.5%
Value ($000) $610 Shares 9,442 Est. Cost $57.21 Unrealized -8.1%
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.5%
Value ($000) $580 Shares 11,739 Est. Cost $48.99 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.5%
Value ($000) $577 Shares 6,182 Est. Cost $87.51 Unrealized +4.4%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.5%
Value ($000) $559 Shares 20,145 Est. Cost $29.98 Unrealized
INVESCO BULLETSHARES 2020 CORP BD ETF 0.5%
Value ($000) $556 Shares 26,155 Est. Cost $21.29 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.5%
Value ($000) $549 Shares 5,250 Est. Cost $91.67 Unrealized
CSCO CISCO SYS INC COM 0.5%
Value ($000) $544 Shares 11,815 Est. Cost $38.56 Unrealized -4.0%
LMT LOCKHEED MARTIN CORP COM 0.5%
Value ($000) $534 Shares 1,482 Est. Cost $329.51 Unrealized -1.8%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.5%
Value ($000) $529 Shares 14,506 Est. Cost $36.49 Unrealized
T AT&T INC COM 0.5%
Value ($000) $524 Shares 17,540 Est. Cost $18.86 Unrealized -17.9%
PNQI INVESCO NASDAQ INTERNET ETF 0.4%
Value ($000) $502 Shares 2,763 Est. Cost $141.42 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.4%
Value ($000) $497 Shares 3,854 Est. Cost $112.39 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.4%
Value ($000) $490 Shares 31,996 Est. Cost $18.54 Unrealized -13.7%
META META PLATFORMS INC CL A 0.4%
Value ($000) $456 Shares 1,920 Est. Cost $193.32 Unrealized +7.2%
ICVT ISHARES CONVERTIBLE BOND ETF 0.4%
Value ($000) $441 Shares 6,154 Est. Cost $62.76 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.4%
Value ($000) $435 Shares 1,688 Est. Cost $285.20 Unrealized
ISHARES IBONDS DEC 2021 TERM MUNI BD ETF 0.4%
Value ($000) $424 Shares 16,372 Est. Cost $25.76 Unrealized
BAX BAXTER INTL INC COM 0.4%
Value ($000) $415 Shares 4,757 Est. Cost $73.65 Unrealized +5.4%
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.4%
Value ($000) $411 Shares 3,054 Est. Cost $134.17 Unrealized
XSD SPDR S&P SEMICONDUCTOR ETF 0.3%
Value ($000) $391 Shares 3,558 Est. Cost $97.65 Unrealized
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $385 Shares 2,740 Est. Cost $118.03 Unrealized +5.3%
QLD PROSHARES ULTRA QQQ 0.3%
Value ($000) $384 Shares 2,533 Est. Cost $121.89 Unrealized
ISHARES IBONDS SEP 2020 TERM MUNI BD ETF 0.3%
Value ($000) $378 Shares 14,844 Est. Cost $25.52 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $369 Shares 6,755 Est. Cost $42.79 Unrealized -4.8%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.3%
Value ($000) $359 Shares 6,490 Est. Cost $52.28 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.3%
Value ($000) $354 Shares 5,959 Est. Cost $47.63 Unrealized +0.6%
KO COCA COLA CO COM 0.3%
Value ($000) $346 Shares 7,728 Est. Cost $44.51 Unrealized -13.0%
EFG ISHARES MSCI EAFE GROWTH ETF 0.3%
Value ($000) $333 Shares 3,990 Est. Cost $83.58 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.3%
Value ($000) $327 Shares 3,243 Est. Cost $106.46 Unrealized
AFL AFLAC INC COM 0.3%
Value ($000) $323 Shares 9,118 Est. Cost $43.70 Unrealized -27.7%
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.3%
Value ($000) $322 Shares 1,654 Est. Cost $199.19 Unrealized
ZION ZIONS BANCORPORATION N A COM 0.3%
Value ($000) $319 Shares 9,786 Est. Cost $32.63 Unrealized -3.0%
SHV ISHARES SHORT TREASURY BOND ETF 0.3%
Value ($000) $313 Shares 2,823 Est. Cost $110.72 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.3%
Value ($000) $308 Shares 4,417 Est. Cost $72.69 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.3%
Value ($000) $302 Shares 5,495 Est. Cost $44.80 Unrealized
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $296 Shares 3,174 Est. Cost $108.67 Unrealized -24.8%
ADP AUTOMATIC DATA PROCESSING INC COM 0.3%
Value ($000) $296 Shares 1,983 Est. Cost $143.93 Unrealized -11.8%
PFE PFIZER INC COM 0.3%
Value ($000) $290 Shares 8,592 Est. Cost $26.71 Unrealized -2.7%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.2%
Value ($000) $285 Shares 3,111 Est. Cost $91.53 Unrealized
EOG EOG RES INC COM 0.2%
Value ($000) $283 Shares 5,669 Est. Cost $51.03 Unrealized -26.8%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.2%
Value ($000) $279 Shares 5,505 Est. Cost $50.43 Unrealized
SNPS SYNOPSYS INC COM 0.2%
Value ($000) $270 Shares 1,370 Est. Cost $140.00 Unrealized +17.9%
IBB ISHARES BIOTECHNOLOGY ETF 0.2%
Value ($000) $267 Shares 1,943 Est. Cost $120.51 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $266 Shares 185 Est. Cost $64.05 Unrealized +4.6%
LUV SOUTHWEST AIRLS CO COM 0.2%
Value ($000) $264 Shares 7,806 Est. Cost $51.27 Unrealized -42.3%
GLD SPDR GOLD SHARES 0.2%
Value ($000) $263 Shares 1,580 Est. Cost $142.90 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $262 Shares 881 Est. Cost $236.60 Unrealized +10.4%
FTNT FORTINET INC COM 0.2%
Value ($000) $255 Shares 1,833 Est. Cost $21.13 Unrealized +18.8%
ABBV ABBVIE INC COM 0.2%
Value ($000) $255 Shares 2,569 Est. Cost $64.63 Unrealized +9.1%
DAL DELTA AIR LINES INC DEL COM NEW 0.2%
Value ($000) $247 Shares 8,905 Est. Cost $37.84 Unrealized -34.6%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.2%
Value ($000) $237 Shares 7,005 Est. Cost $32.93 Unrealized
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $227 Shares 596 Est. Cost $5.30 Unrealized +52.2%
ORCL ORACLE CORP COM 0.2%
Value ($000) $226 Shares 4,067 Est. Cost $50.44 Unrealized -2.9%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.2%
Value ($000) $216 Shares 5,917 Est. Cost $36.55 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.2%
Value ($000) $215 Shares 6,990 Est. Cost $29.43 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $210 Shares 1,768 Est. Cost $99.90 Unrealized -8.5%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.2%
Value ($000) $206 Shares 6,727 Est. Cost $30.69 Unrealized
ARKG ARK GENOMIC REVOLUTION ETF 0.2%
Value ($000) $205 Shares 3,855 Est. Cost $36.33 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.2%
Value ($000) $204 Shares 2,596 Est. Cost $93.71 Unrealized
HIG HARTFORD FINL SVCS GROUP INC COM 0.2%
Value ($000) $201 Shares 5,323 Est. Cost $35.37 Unrealized -4.8%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $200 Shares 649 Est. Cost $317.35 Unrealized -5.9%
IGM ISHARES EXPANDED TECH SECTOR ETF 0.2%
Value ($000) $198 Shares 700 Est. Cost $242.15 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $197 Shares 2,180 Est. Cost $107.58 Unrealized
TAN INVESCO SOLAR ETF 0.2%
Value ($000) $195 Shares 5,296 Est. Cost $26.13 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.2%
Value ($000) $192 Shares 800 Est. Cost $233.39 Unrealized
RJF RAYMOND JAMES FINL INC COM 0.2%
Value ($000) $191 Shares 2,850 Est. Cost $52.49 Unrealized -21.2%
PTLC PACER TRENDPILOT US LARGE CAP ETF 0.2%
Value ($000) $183 Shares 6,719 Est. Cost $32.69 Unrealized
RTX RTX CORPORATION COM 0.2%
Value ($000) $177 Shares 2,875 Est. Cost $56.39 Unrealized -3.2%
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $173 Shares 120 Est. Cost $64.02 Unrealized +4.5%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.1%
Value ($000) $165 Shares 2,921 Est. Cost $56.26 Unrealized -3.1%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.1%
Value ($000) $165 Shares 3,530 Est. Cost $45.72 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $161 Shares 2,938 Est. Cost $53.63 Unrealized
MEDP MEDPACE HLDGS INC COM 0.1%
Value ($000) $161 Shares 1,728 Est. Cost $79.36 Unrealized +7.2%
XYZ BLOCK INC CL A 0.1%
Value ($000) $158 Shares 1,365 Est. Cost $63.90 Unrealized +19.8%
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.1%
Value ($000) $150 Shares 2,894 Est. Cost $51.80 Unrealized
CITRIX SYS INC COM 0.1%
Value ($000) $149 Shares 999 Est. Cost $140.42 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $149 Shares 1,263 Est. Cost $114.00 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.1%
Value ($000) $148 Shares 1,369 Est. Cost $111.43 Unrealized -4.9%
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.1%
Value ($000) $147 Shares 4,820 Est. Cost $30.64 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.1%
Value ($000) $144 Shares 1,080 Est. Cost $133.42 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $141 Shares 1,541 Est. Cost $75.30 Unrealized +8.8%
AAL AMERICAN AIRLS GROUP INC COM 0.1%
Value ($000) $141 Shares 11,004 Est. Cost $20.56 Unrealized -41.0%
F FORD MTR CO DEL COM 0.1%
Value ($000) $141 Shares 23,511 Est. Cost $5.06 Unrealized -17.0%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.1%
Value ($000) $137 Shares 969 Est. Cost $85.51 Unrealized +43.0%
LLY ELI LILLY & CO COM 0.1%
Value ($000) $136 Shares 835 Est. Cost $107.55 Unrealized +33.8%
UNP UNION PAC CORP COM 0.1%
Value ($000) $134 Shares 805 Est. Cost $149.35 Unrealized -5.3%
BBY BEST BUY INC COM 0.1%
Value ($000) $134 Shares 1,534 Est. Cost $61.12 Unrealized -1.4%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $133 Shares 923 Est. Cost $143.91 Unrealized -18.1%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $133 Shares 1,306 Est. Cost $115.72 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $131 Shares 1,242 Est. Cost $97.68 Unrealized -5.7%
RCL ROYAL CARIBBEAN GROUP COM 0.1%
Value ($000) $129 Shares 2,529 Est. Cost $96.31 Unrealized -53.8%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $124 Shares 2,044 Est. Cost $42.80 Unrealized +16.6%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.1%
Value ($000) $121 Shares 4,630 Est. Cost $32.63 Unrealized
FTSL FIRST TRUST SENIOR LOAN FUND 0.1%
Value ($000) $121 Shares 2,671 Est. Cost $47.92 Unrealized
ADVISORSHARES NEWFLEET MULT-SECT INC ETF 0.1%
Value ($000) $118 Shares 2,447 Est. Cost $48.45 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.1%
Value ($000) $117 Shares 7,160 Est. Cost $34.84 Unrealized -57.0%
GWX SPDR S&P INTERNATIONAL SMALL CAP ETF 0.1%
Value ($000) $110 Shares 3,997 Est. Cost $31.86 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $108 Shares 424 Est. Cost $182.66 Unrealized +4.9%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $108 Shares 546 Est. Cost $184.15 Unrealized -10.8%
SPIP SPDR PORTFOLIO TIPS ETF 0.1%
Value ($000) $107 Shares 3,537 Est. Cost $28.55 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.1%
Value ($000) $106 Shares 3,429 Est. Cost $31.04 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $104 Shares 730 Est. Cost $108.78 Unrealized +3.6%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $101 Shares 1,126 Est. Cost $72.86 Unrealized -2.6%
RWR SPDR DOW JONES REIT ETF 0.1%
Value ($000) $99 Shares 1,236 Est. Cost $102.02 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $95 Shares 2,437 Est. Cost $44.06 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $94 Shares 2,400 Est. Cost $28.79 Unrealized -13.3%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $94 Shares 1,000 Est. Cost $110.13 Unrealized -22.3%
EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF 0.1%
Value ($000) $93 Shares 3,542 Est. Cost $27.91 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $92 Shares 807 Est. Cost $84.04 Unrealized -5.1%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $92 Shares 1,802 Est. Cost $45.89 Unrealized -2.9%
NEAR BLACKROCK SHORT DURATION BOND ETF 0.1%
Value ($000) $92 Shares 1,832 Est. Cost $50.25 Unrealized
GSK GSK PLC SPONSORED ADR 0.1%
Value ($000) $88 Shares 2,155 Est. Cost $46.99 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.1%
Value ($000) $88 Shares 1,154 Est. Cost $75.75 Unrealized -20.3%
CRM SALESFORCE INC COM 0.1%
Value ($000) $85 Shares 444 Est. Cost $154.88 Unrealized +7.5%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $84 Shares 1,255 Est. Cost $75.59 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $81 Shares 650 Est. Cost $103.75 Unrealized -4.1%
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.1%
Value ($000) $78 Shares 924 Est. Cost $71.88 Unrealized
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.1%
Value ($000) $77 Shares 1,400 Est. Cost $58.00 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value ($000) $76 Shares 600 Est. Cost $84.82 Unrealized +13.8%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $75 Shares 477 Est. Cost $162.78 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $75 Shares 4,431 Est. Cost $14.78 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $74 Shares 1,874 Est. Cost $37.86 Unrealized -13.5%
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $74 Shares 451 Est. Cost $178.18 Unrealized
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.1%
Value ($000) $74 Shares 2,528 Est. Cost $38.79 Unrealized
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $74 Shares 1,342 Est. Cost $55.05 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $74 Shares 1,442 Est. Cost $53.54 Unrealized -12.9%
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $74 Shares 845 Est. Cost $109.11 Unrealized
JD JD.COM INC SPON ADR CL A 0.1%
Value ($000) $73 Shares 1,219 Est. Cost $35.23 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $71 Shares 1,888 Est. Cost $35.33 Unrealized -12.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $69 Shares 847 Est. Cost $71.81 Unrealized -5.8%
FNWD FINWARD BANCORP COM 0.1%
Value ($000) $69 Shares 2,107 Est. Cost $37.91 Unrealized -29.0%
SONY SONY GROUP CORP SPONSORED ADR 0.1%
Value ($000) $69 Shares 980 Est. Cost $68.03 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $68 Shares 789 Est. Cost $117.91 Unrealized -29.0%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $68 Shares 664 Est. Cost $94.40 Unrealized -9.0%
KORRO BIO INC COM 0.1%
Value ($000) $68 Shares 3,000 Est. Cost $16.67 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value ($000) $67 Shares 975 Est. Cost $87.36 Unrealized -35.7%
PGF INVESCO FINANCIAL PREFERRED ETF 0.1%
Value ($000) $67 Shares 3,740 Est. Cost $18.83 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $67 Shares 390 Est. Cost $165.56 Unrealized -8.8%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $66 Shares 1,260 Est. Cost $36.81 Unrealized +44.0%
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 0.1%
Value ($000) $64 Shares 1,396 Est. Cost $48.79 Unrealized
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $62 Shares 9,212 Est. Cost $48.86 Unrealized -32.8%
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 0.1%
Value ($000) $61 Shares 600 Est. Cost $143.62 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $60 Shares 564 Est. Cost $89.33 Unrealized -3.3%
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $59 Shares 409 Est. Cost $165.64 Unrealized
ADBE ADOBE INC COM 0.1%
Value ($000) $58 Shares 131 Est. Cost $352.27 Unrealized +5.2%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $57 Shares 300 Est. Cost $167.17 Unrealized 0.0%
TSLA TESLA INC COM 0.0%
Value ($000) $56 Shares 50 Est. Cost $21.69 Unrealized +149.4%
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $55 Shares 746 Est. Cost $106.59 Unrealized -26.9%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $55 Shares 1,221 Est. Cost $57.35 Unrealized -21.8%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $55 Shares 250 Est. Cost $124.55 Unrealized +35.5%
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $54 Shares 243 Est. Cost $228.23 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $53 Shares 301 Est. Cost $103.97 Unrealized +32.6%
LAM RESEARCH CORP COM 0.0%
Value ($000) $53 Shares 168 Est. Cost $292.40 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $53 Shares 870 Est. Cost $69.44 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $52 Shares 212 Est. Cost $50.17 Unrealized +3.6%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $52 Shares 1,274 Est. Cost $44.77 Unrealized -26.5%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $52 Shares 2,219 Est. Cost $37.74 Unrealized
DHI D R HORTON INC COM 0.0%
Value ($000) $51 Shares 955 Est. Cost $50.08 Unrealized -8.5%
VSHY VIRTUS NEWFLEET SHORT DURATION HIGH YIELD BOND ETF 0.0%
Value ($000) $51 Shares 2,231 Est. Cost $23.95 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $50 Shares 400 Est. Cost $123.01 Unrealized -13.7%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $50 Shares 390 Est. Cost $125.42 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $50 Shares 848 Est. Cost $51.19 Unrealized 0.0%
USO UNITED STATES OIL FUND LP 0.0%
Value ($000) $50 Shares 1,750 Est. Cost $28.35 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $49 Shares 460 Est. Cost $92.71 Unrealized +8.4%
NFLX NETFLIX INC COM 0.0%
Value ($000) $49 Shares 100 Est. Cost $35.38 Unrealized +20.3%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $48 Shares 155 Est. Cost $323.24 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $48 Shares 2,083 Est. Cost $29.60 Unrealized -26.5%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value ($000) $48 Shares 1,496 Est. Cost $31.56 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $48 Shares 416 Est. Cost $122.84 Unrealized -17.6%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $48 Shares 404 Est. Cost $108.68 Unrealized -14.5%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $47 Shares 285 Est. Cost $135.48 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $46 Shares 185 Est. Cost $233.98 Unrealized +0.2%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $46 Shares 435 Est. Cost $76.01 Unrealized +21.8%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $46 Shares 900 Est. Cost $50.20 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $46 Shares 964 Est. Cost $39.09 Unrealized -9.9%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $45 Shares 551 Est. Cost $62.41 Unrealized +0.4%
SPLB SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF 0.0%
Value ($000) $45 Shares 1,423 Est. Cost $31.78 Unrealized
HEEM ISHARES CURRENCY HEDGED MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $45 Shares 1,792 Est. Cost $26.48 Unrealized
CERNER CORP COM 0.0%
Value ($000) $44 Shares 640 Est. Cost $73.39 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $44 Shares 635 Est. Cost $60.07 Unrealized -8.8%
SYY SYSCO CORP COM 0.0%
Value ($000) $44 Shares 819 Est. Cost $68.51 Unrealized -34.0%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $43 Shares 306 Est. Cost $165.67 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $62.87 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $43 Shares 521 Est. Cost $72.47 Unrealized -8.1%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $42 Shares 118 Est. Cost $298.40 Unrealized +10.7%
AON AON PLC SHS CL A 0.0%
Value ($000) $42 Shares 222 Est. Cost $195.70 Unrealized -8.8%
EES WISDOMTREE U.S. SMALLCAP FUND 0.0%
Value ($000) $42 Shares 1,500 Est. Cost $38.45 Unrealized
NFLT VIRTUS NEWFLEET MULTI-SECTOR BOND ETF 0.0%
Value ($000) $41 Shares 1,710 Est. Cost $24.71 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $40 Shares 140 Est. Cost $202.38 Unrealized +34.0%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $39 Shares 2,463 Est. Cost $19.00 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $39 Shares 1,200 Est. Cost $58.98 Unrealized
HEZU ISHARES CURRENCY HEDGED MSCI EUROZONE ETF 0.0%
Value ($000) $39 Shares 1,385 Est. Cost $31.78 Unrealized
IXG ISHARES GLOBAL FINANCIALS ETF 0.0%
Value ($000) $39 Shares 744 Est. Cost $68.75 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $38 Shares 144 Est. Cost $183.82 Unrealized +14.5%
CM CANADIAN IMPERIAL BK COMM TORO COM 0.0%
Value ($000) $37 Shares 565 Est. Cost $31.67 Unrealized -23.8%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $37 Shares 468 Est. Cost $77.32 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $36 Shares 450 Est. Cost $105.66 Unrealized
BCE BCE INC COM NEW 0.0%
Value ($000) $35 Shares 849 Est. Cost $31.73 Unrealized -11.5%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $35 Shares 470 Est. Cost $74.48 Unrealized -10.9%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $35 Shares 60 Est. Cost $185.91 Unrealized -3.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $34 Shares 605 Est. Cost $58.10 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $34 Shares 644 Est. Cost $48.90 Unrealized -8.5%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $34 Shares 700 Est. Cost $84.82 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $34 Shares 550 Est. Cost $32.71 Unrealized +52.4%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $34 Shares 353 Est. Cost $91.33 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $33 Shares 557 Est. Cost $51.97 Unrealized -6.0%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $33 Shares 331 Est. Cost $118.72 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $33 Shares 339 Est. Cost $83.71 Unrealized 0.0%
GSY INVESCO ULTRA SHORT DURATION ETF 0.0%
Value ($000) $33 Shares 652 Est. Cost $50.38 Unrealized
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $33 Shares 400 Est. Cost $85.90 Unrealized
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value ($000) $32 Shares 1,141 Est. Cost $26.21 Unrealized
BBH VANECK BIOTECH ETF 0.0%
Value ($000) $31 Shares 188 Est. Cost $139.42 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $31 Shares 970 Est. Cost $22.63 Unrealized +2.0%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $31 Shares 290 Est. Cost $137.07 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $31 Shares 1,216 Est. Cost $44.70 Unrealized -46.4%
WAT WATERS CORP COM 0.0%
Value ($000) $30 Shares 168 Est. Cost $220.88 Unrealized -14.4%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $30 Shares 319 Est. Cost $83.31 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $30 Shares 229 Est. Cost $126.78 Unrealized
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.0%
Value ($000) $30 Shares 490 Est. Cost $70.59 Unrealized
LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 0.0%
Value ($000) $30 Shares 328 Est. Cost $95.33 Unrealized
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $30 Shares 494 Est. Cost $62.67 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $29 Shares 796 Est. Cost $54.74 Unrealized
SHELL PLC SPON ADR B 0.0%
Value ($000) $28 Shares 916 Est. Cost $60.01 Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $27 Shares 275 Est. Cost $91.47 Unrealized -12.3%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $27 Shares 692 Est. Cost $39.78 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $27 Shares 44 Est. Cost $410.21 Unrealized +37.6%
PPL PPL CORP COM 0.0%
Value ($000) $27 Shares 1,021 Est. Cost $25.91 Unrealized -20.4%
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $26 Shares 295 Est. Cost $97.94 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $26 Shares 241 Est. Cost $130.09 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $26 Shares 851 Est. Cost $24.89 Unrealized -15.3%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $26 Shares 148 Est. Cost $104.19 Unrealized +20.0%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $25 Shares 750 Est. Cost $38.68 Unrealized -14.2%
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $24 Shares 1,423 Est. Cost $20.28 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $24 Shares 175 Est. Cost $151.83 Unrealized -13.3%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $24 Shares 201 Est. Cost $160.80 Unrealized
JXI ISHARES GLOBAL UTILITIES ETF 0.0%
Value ($000) $23 Shares 430 Est. Cost $58.72 Unrealized
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $23 Shares 2,528 Est. Cost $21.61 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $23 Shares 200 Est. Cost $119.29 Unrealized -21.6%
XTN SPDR S&P TRANSPORTATION ETF 0.0%
Value ($000) $22 Shares 425 Est. Cost $64.32 Unrealized
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $22 Shares 350 Est. Cost $64.67 Unrealized
PROOFPOINT INC COM 0.0%
Value ($000) $22 Shares 191 Est. Cost $114.85 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $22 Shares 69 Est. Cost $25.89 Unrealized -5.3%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $21 Shares 428 Est. Cost $54.74 Unrealized
MNA IQ MERGER ARBITRAGE ETF 0.0%
Value ($000) $21 Shares 667 Est. Cost $33.20 Unrealized
XHB SPDR S&P HOMEBUILDERS ETF 0.0%
Value ($000) $21 Shares 484 Est. Cost $45.51 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $21 Shares 250 Est. Cost $72.48 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $20 Shares 349 Est. Cost $58.10 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $20 Shares 500 Est. Cost $58.96 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $20 Shares 500 Est. Cost $48.21 Unrealized -24.4%
MMM 3M CO COM 0.0%
Value ($000) $20 Shares 127 Est. Cost $106.98 Unrealized -4.3%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $20 Shares 334 Est. Cost $46.60 Unrealized -5.1%
QAI IQ HEDGE MULTI-STRATEGY TRACKER ETF 0.0%
Value ($000) $20 Shares 651 Est. Cost $30.80 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $20 Shares 61 Est. Cost $375.38 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $19 Shares 253 Est. Cost $51.57 Unrealized +19.2%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $19 Shares 36 Est. Cost $460.22 Unrealized +10.2%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $18 Shares 300 Est. Cost $62.82 Unrealized -20.0%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $18 Shares 539 Est. Cost $30.03 Unrealized
SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF 0.0%
Value ($000) $18 Shares 728 Est. Cost $26.36 Unrealized
AFIF ANFIELD UNIVERSAL FIXED INCOME ETF 0.0%
Value ($000) $17 Shares 1,773 Est. Cost $9.70 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $17 Shares 2,015 Est. Cost $10.97 Unrealized -37.9%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $17 Shares 431 Est. Cost $44.47 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $17 Shares 308 Est. Cost $64.52 Unrealized
RITE AID CORP COM 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $15.47 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $17 Shares 470 Est. Cost $44.33 Unrealized -37.2%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $17 Shares 453 Est. Cost $58.32 Unrealized
PSP INVESCO GLOBAL LISTED PRIVATE EQUITY ETF 0.0%
Value ($000) $16 Shares 1,581 Est. Cost $12.79 Unrealized
WTMF WISDOMTREE MANAGED FUTURES STRATEGY FUND 0.0%
Value ($000) $16 Shares 469 Est. Cost $37.09 Unrealized
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.0%
Value ($000) $14 Shares 268 Est. Cost $55.48 Unrealized
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $14 Shares 1,470 Est. Cost $6.60 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $14 Shares 280 Est. Cost $55.24 Unrealized
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $13 Shares 500 Est. Cost $30.25 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $13 Shares 58 Est. Cost $37.82 Unrealized -6.8%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value ($000) $13 Shares 275 Est. Cost $59.09 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $13 Shares 1,100 Est. Cost $13.98 Unrealized -36.9%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $13 Shares 210 Est. Cost $55.50 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $12 Shares 250 Est. Cost $58.34 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $12 Shares 1,159 Est. Cost $11.51 Unrealized -26.6%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $12 Shares 624 Est. Cost $30.83 Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $12 Shares 80 Est. Cost $167.64 Unrealized
PDP INVESCO DORSEY WRIGHT MOMENTUM ETF 0.0%
Value ($000) $12 Shares 175 Est. Cost $64.36 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.0%
Value ($000) $12 Shares 272 Est. Cost $46.58 Unrealized
CHWY CHEWY INC CL A 0.0%
Value ($000) $12 Shares 250 Est. Cost $43.62 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $11 Shares 231 Est. Cost $49.14 Unrealized -16.3%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND PIMCO ENHANCED SH 0.0%
Value ($000) $11 Shares 110 Est. Cost $101.61 Unrealized
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $11 Shares 59 Est. Cost $155.15 Unrealized
DFJ WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $11 Shares 173 Est. Cost $73.58 Unrealized
IEO ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value ($000) $11 Shares 335 Est. Cost $55.53 Unrealized
AGCO AGCO CORP COM 0.0%
Value ($000) $11 Shares 200 Est. Cost $63.78 Unrealized -31.7%
GTLS CHART INDS INC COM 0.0%
Value ($000) $10 Shares 223 Est. Cost $54.29 Unrealized -32.5%
KIE SPDR S&P INSURANCE ETF 0.0%
Value ($000) $10 Shares 386 Est. Cost $35.43 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $10 Shares 76 Est. Cost $108.00 Unrealized +3.6%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $81.49 Unrealized
TRP TC ENERGY CORP COM 0.0%
Value ($000) $10 Shares 232 Est. Cost $37.40 Unrealized -10.5%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $10 Shares 36 Est. Cost $253.23 Unrealized -2.4%
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value ($000) $10 Shares 196 Est. Cost $49.94 Unrealized
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $9 Shares 90 Est. Cost $116.58 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $9 Shares 150 Est. Cost $86.78 Unrealized -34.7%
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.0%
Value ($000) $9 Shares 452 Est. Cost $25.49 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $9 Shares 162 Est. Cost $70.35 Unrealized -40.6%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $9 Shares 142 Est. Cost $65.60 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $9 Shares 40 Est. Cost $212.10 Unrealized
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $9 Shares 94 Est. Cost $79.71 Unrealized
EWX SPDR S&P EMERGING MARKETS SMALL CAP ETF 0.0%
Value ($000) $9 Shares 206 Est. Cost $46.06 Unrealized
FNB F N B CORP COM 0.0%
Value ($000) $9 Shares 1,200 Est. Cost $6.46 Unrealized -6.5%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $8 Shares 96 Est. Cost $88.20 Unrealized
SKM SK TELECOM LTD SPONSORED ADR 0.0%
Value ($000) $8 Shares 412 Est. Cost $23.13 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $8 Shares 71 Est. Cost $124.66 Unrealized
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $8 Shares 288 Est. Cost $24.67 Unrealized -4.4%
FOXA FOX CORP CL A COM 0.0%
Value ($000) $8 Shares 298 Est. Cost $31.59 Unrealized -20.6%
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.0%
Value ($000) $8 Shares 186 Est. Cost $44.42 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $8 Shares 30 Est. Cost $264.33 Unrealized
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.0%
Value ($000) $8 Shares 150 Est. Cost $48.25 Unrealized
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $8 Shares 319 Est. Cost $25.28 Unrealized -33.0%
CGC CANOPY GROWTH CORP COM NEW 0.0%
Value ($000) $8 Shares 470 Est. Cost $194.50 Unrealized -16.8%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $8 Shares 216 Est. Cost $38.67 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $8 Shares 137 Est. Cost $59.41 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $7 Shares 414 Est. Cost $28.16 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $7 Shares 146 Est. Cost $59.26 Unrealized -34.7%
MLPA GLOBAL X MLP ETF 0.0%
Value ($000) $7 Shares 273 Est. Cost $7.88 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $7 Shares 220 Est. Cost $22.69 Unrealized 0.0%
DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 0.0%
Value ($000) $7 Shares 400 Est. Cost $22.84 Unrealized
HESS CORP COM 0.0%
Value ($000) $7 Shares 139 Est. Cost $66.81 Unrealized
TER TERADYNE INC COM 0.0%
Value ($000) $7 Shares 83 Est. Cost $61.85 Unrealized +5.9%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $7 Shares 35 Est. Cost $167.70 Unrealized +3.5%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $7 Shares 172 Est. Cost $55.30 Unrealized
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value ($000) $7 Shares 270 Est. Cost $28.19 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $6 Shares 250 Est. Cost $19.40 Unrealized 0.0%
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $6 Shares 14 Est. Cost $384.24 Unrealized +14.8%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $6 Shares 202 Est. Cost $36.04 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $6 Shares 958 Est. Cost $9.42 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $6 Shares 113 Est. Cost $49.86 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $6 Shares 323 Est. Cost $20.10 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $6 Shares 53 Est. Cost $107.81 Unrealized
NEW YORK CMNTY BANCORP INC COM 0.0%
Value ($000) $6 Shares 600 Est. Cost $12.02 Unrealized
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $6 Shares 300 Est. Cost $32.12 Unrealized
HYD VANECK HIGH YIELD MUNI ETF 0.0%
Value ($000) $6 Shares 99 Est. Cost $64.05 Unrealized
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $6 Shares 191 Est. Cost $35.93 Unrealized
QLYS QUALYS INC COM 0.0%
Value ($000) $6 Shares 56 Est. Cost $82.92 Unrealized +26.3%
HEI HEICO CORP NEW COM 0.0%
Value ($000) $6 Shares 57 Est. Cost $123.07 Unrealized -25.0%
EIX EDISON INTL COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $53.74 Unrealized -17.1%
RPRX ROYALTY PHARMA PLC SHS CLASS A 0.0%
Value ($000) $5 Shares 115 Est. Cost $49.50 Unrealized 0.0%
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.0%
Value ($000) $5 Shares 55 Est. Cost $63.33 Unrealized +21.4%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $5 Shares 54 Est. Cost $101.00 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $5 Shares 72 Est. Cost $106.50 Unrealized -57.2%
CATALENT INC COM 0.0%
Value ($000) $5 Shares 69 Est. Cost $56.30 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $5 Shares 22 Est. Cost $143.32 Unrealized +35.2%
EBS EMERGENT BIOSOLUTIONS INC COM 0.0%
Value ($000) $5 Shares 60 Est. Cost $74.52 Unrealized 0.0%
SPFF GLOBAL X SUPERINCOME PREFERRED ETF 0.0%
Value ($000) $5 Shares 427 Est. Cost $11.74 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $4 Shares 73 Est. Cost $54.76 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $4 Shares 19 Est. Cost $152.39 Unrealized +27.4%
STE STERIS PLC SHS USD 0.0%
Value ($000) $4 Shares 28 Est. Cost $141.56 Unrealized +2.3%
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $4 Shares 22 Est. Cost $209.01 Unrealized -9.9%
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $4 Shares 67 Est. Cost $69.58 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $4 Shares 43 Est. Cost $85.11 Unrealized -2.4%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $4 Shares 184 Est. Cost $23.11 Unrealized -28.8%
GHI GREYSTONE HOUSING IMPACT INVES BEN UNIT CTF 0.0%
Value ($000) $4 Shares 1,026 Est. Cost $7.70 Unrealized
TBX PROSHARES SHORT 7-10 YEAR TREASURY 0.0%
Value ($000) $4 Shares 171 Est. Cost $26.58 Unrealized
HELE HELEN OF TROY LTD COM 0.0%
Value ($000) $4 Shares 21 Est. Cost $160.40 Unrealized +2.0%
DE DEERE & CO COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $157.96 Unrealized -15.0%
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $4 Shares 14 Est. Cost $51.09 Unrealized +14.5%
WPC WP CAREY INC COM 0.0%
Value ($000) $4 Shares 53 Est. Cost $80.04 Unrealized
CGNX COGNEX CORP COM 0.0%
Value ($000) $4 Shares 60 Est. Cost $48.62 Unrealized +5.2%
IYG ISHARES US FINANCIAL SERVICES ETF 0.0%
Value ($000) $3 Shares 29 Est. Cost $151.83 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $151.07 Unrealized -7.8%
SBSW SIBANYE STILLWATER LTD SPONSORED ADR 0.0%
Value ($000) $3 Shares 388 Est. Cost $9.93 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $3 Shares 127 Est. Cost $34.37 Unrealized -31.7%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $3 Shares 28 Est. Cost $102.96 Unrealized
NWSA NEWS CORP NEW CL A 0.0%
Value ($000) $3 Shares 255 Est. Cost $12.66 Unrealized -19.8%
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $150.05 Unrealized -23.9%
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value ($000) $3 Shares 589 Est. Cost $13.93 Unrealized
PIZ INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF 0.0%
Value ($000) $3 Shares 109 Est. Cost $28.80 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $3 Shares 27 Est. Cost $117.11 Unrealized
POWI POWER INTEGRATIONS INC COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $43.28 Unrealized +14.5%
WSO WATSCO INC COM 0.0%
Value ($000) $3 Shares 16 Est. Cost $175.89 Unrealized -5.9%
ICUI ICU MED INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $172.09 Unrealized +15.4%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $331.87 Unrealized +0.6%
OMCL OMNICELL COM COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $76.72 Unrealized -10.8%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $3 Shares 221 Est. Cost $17.92 Unrealized -41.5%
AMSF AMERISAFE INC COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $39.30 Unrealized -3.0%
BCPC BALCHEM CORP COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $97.25 Unrealized -6.8%
HYXF ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $49.42 Unrealized
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $2 Shares 44 Est. Cost $58.39 Unrealized -17.1%
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $2 Shares 37 Est. Cost $60.42 Unrealized -8.9%
IRDM IRIDIUM COMMUNICATIONS INC COM 0.0%
Value ($000) $2 Shares 94 Est. Cost $23.96 Unrealized -2.1%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $135.61 Unrealized +20.0%
FISV FISERV INC COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $110.41 Unrealized -8.8%
ATR APTARGROUP INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $105.01 Unrealized -5.8%
IEX IDEX CORP COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $150.29 Unrealized -5.1%
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $2 Shares 15 Est. Cost $159.67 Unrealized
GGG GRACO INC COM 0.0%
Value ($000) $2 Shares 48 Est. Cost $44.16 Unrealized -0.6%
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $2 Shares 46 Est. Cost $54.29 Unrealized -11.1%
RS RELIANCE INC COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $113.17 Unrealized -19.4%
JRVR JAMES RIV GROUP LTD COM 0.0%
Value ($000) $2 Shares 48 Est. Cost $39.29 Unrealized -5.4%
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $159.01 Unrealized -8.6%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $2 Shares 37 Est. Cost $47.48 Unrealized 0.0%
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $49.83 Unrealized -10.2%
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $2 Shares 148 Est. Cost $15.85 Unrealized -15.1%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $2 Shares 30 Est. Cost $81.47 Unrealized
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.0%
Value ($000) $2 Shares 51 Est. Cost $40.14 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $44.88 Unrealized
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $2 Shares 35 Est. Cost $68.97 Unrealized
SMTC SEMTECH CORP COM 0.0%
Value ($000) $2 Shares 38 Est. Cost $50.09 Unrealized -6.6%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $2 Shares 81 Est. Cost $41.98 Unrealized
XRX XEROX HOLDINGS CORP COM NEW 0.0%
Value ($000) $2 Shares 125 Est. Cost $34.97 Unrealized -50.7%
IART INTEGRA LIFESCIENCES HLDGS CP COM NEW 0.0%
Value ($000) $2 Shares 38 Est. Cost $59.53 Unrealized -17.4%
TRNO TERRENO RLTY CORP COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $54.15 Unrealized
RITM RITHM CAPITAL CORP COM NEW 0.0%
Value ($000) $2 Shares 244 Est. Cost $16.11 Unrealized
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $67.77 Unrealized -11.8%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $2 Shares 36 Est. Cost $54.92 Unrealized -18.8%
TTC TORO CO COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.58 Unrealized -14.2%
DWAS INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF 0.0%
Value ($000) $2 Shares 32 Est. Cost $57.08 Unrealized
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 0.0%
Value ($000) $2 Shares 35 Est. Cost $48.37 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $2 Shares 74 Est. Cost $17.13 Unrealized 0.0%
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $113.87 Unrealized
ACWX ISHARES MSCI ACWI EX U.S. ETF 0.0%
Value ($000) $2 Shares 38 Est. Cost $49.12 Unrealized
NUVASIVE INC COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $77.34 Unrealized
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $2 Shares 40 Est. Cost $46.97 Unrealized
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $183.47 Unrealized -17.3%
BKH BLACK HILLS CORP COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $60.15 Unrealized -20.4%
BERRY GLOBAL GROUP INC COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $47.49 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $2 Shares 43 Est. Cost $25.08 Unrealized +4.5%
PRAA PRA GROUP INC COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $35.41 Unrealized -10.5%
RBA RB GLOBAL INC COM 0.0%
Value ($000) $1 Shares 37 Est. Cost $41.64 Unrealized -1.8%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $1 Shares 29 Est. Cost $53.82 Unrealized
AOS SMITH A O CORP COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $43.33 Unrealized -8.9%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $1 Shares 38 Est. Cost $51.65 Unrealized -47.4%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $1 Shares 35 Est. Cost $27.70 Unrealized -7.3%
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value ($000) $1 Shares 18 Est. Cost $161.78 Unrealized -43.0%
IT GARTNER INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $152.69 Unrealized -24.3%
PRIM PRIMORIS SVCS CORP COM 0.0%
Value ($000) $1 Shares 72 Est. Cost $21.43 Unrealized -26.4%
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $1 Shares 123 Est. Cost $13.27 Unrealized
PBH PRESTIGE CONSMR HEALTHCARE INC COM 0.0%
Value ($000) $1 Shares 34 Est. Cost $37.30 Unrealized +7.2%
SHOO MADDEN STEVEN LTD COM 0.0%
Value ($000) $1 Shares 52 Est. Cost $35.90 Unrealized -41.6%
COLB COLUMBIA BKG SYS INC COM 0.0%
Value ($000) $1 Shares 46 Est. Cost $28.93 Unrealized -33.1%
CAC CAMDEN NATL CORP COM 0.0%
Value ($000) $1 Shares 37 Est. Cost $34.21 Unrealized -27.1%
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $114.75 Unrealized -43.5%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $1 Shares 33 Est. Cost $38.64 Unrealized
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $40.69 Unrealized -20.7%
HUDSON PAC PPTYS INC COM 0.0%
Value ($000) $1 Shares 45 Est. Cost $37.64 Unrealized
SOUTHSTATE CORPORATION COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $86.74 Unrealized
THRM GENTHERM INC COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $42.60 Unrealized -11.1%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $87.21 Unrealized
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $91.01 Unrealized -13.1%
CPF CENTRAL PAC FINL CORP COM NEW 0.0%
Value ($000) $1 Shares 63 Est. Cost $22.15 Unrealized -44.5%
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $71.36 Unrealized -23.2%
EGBN EAGLE BANCORP INC MD COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.63 Unrealized -28.7%
TCBI TEXAS CAP BANCSHARES INC COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $56.99 Unrealized -50.9%
CDP COPT DEFENSE PROPERTIES SHS BEN INT 0.0%
Value ($000) $1 Shares 32 Est. Cost $29.38 Unrealized
SPB SPECTRUM BRANDS HLDGS INC NEW COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $56.67 Unrealized -25.1%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $92.86 Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $11.38 Unrealized -38.8%
AVNS AVANOS MED INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $36.21 Unrealized -20.0%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $86.62 Unrealized +7.9%
ZIX CORP COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $6.78 Unrealized
CNDT CONDUENT INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $6.26 Unrealized -62.8%
PIPR PIPER SANDLER COMPANIES COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $77.47 Unrealized -27.3%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 19 Est. Cost $19.97 Unrealized -46.7%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 35 Est. Cost $10.19 Unrealized -52.1%
WESTROCK CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $43.00 Unrealized
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $38.44 Unrealized +17.7%
LXU LSB INDS INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $3.37 Unrealized -68.1%
DB DEUTSCHE BANK A G NAMEN AKT 0.0%
Value ($000) $0 Shares 1 Est. Cost $6.73 Unrealized +3.3%
VERTEX ENERGY INC COM 0.0%
Value ($000) $0 Shares 5,000 Est. Cost Unrealized