Global Financial Private Client, LLC Diversified Active

CIK: 0002023568 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 16, 2024

Total Value ($000): $206,799 (100.0% shares, 0.0% debt)

Holdings (654)

AAPL APPLE INC COM 4.1%
Value ($000) $8,544 Shares 49,013 Est. Cost $110.39 Unrealized +49.3%
SCHD SCHWAB US DIVIDEND EQUITY ETF 4.1%
Value ($000) $8,499 Shares 107,263 Est. Cost $59.11 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 3.8%
Value ($000) $7,916 Shares 15 Est. Cost $325723.70 Unrealized +49.1%
VUG VANGUARD GROWTH ETF 3.6%
Value ($000) $7,360 Shares 25,512 Est. Cost $207.73 Unrealized
SPY SPDR S&P 500 ETF TRUST 3.5%
Value ($000) $7,324 Shares 16,171 Est. Cost $352.97 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 3.5%
Value ($000) $7,185 Shares 194,096 Est. Cost $32.26 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 2.9%
Value ($000) $5,931 Shares 141,439 Est. Cost $31.29 Unrealized
VOO VANGUARD S&P 500 ETF 2.9%
Value ($000) $5,908 Shares 14,189 Est. Cost $316.21 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 2.6%
Value ($000) $5,418 Shares 64,731 Est. Cost $98.45 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 2.4%
Value ($000) $5,054 Shares 96,590 Est. Cost $56.70 Unrealized
IVV ISHARES CORE S&P 500 ETF 2.3%
Value ($000) $4,672 Shares 10,272 Est. Cost $438.19 Unrealized
MSFT MICROSOFT CORP COM 2.1%
Value ($000) $4,317 Shares 13,951 Est. Cost $160.90 Unrealized +81.1%
ESGU ISHARES ESG AWARE MSCI USA ETF 1.7%
Value ($000) $3,576 Shares 35,200 Est. Cost $98.94 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 1.6%
Value ($000) $3,291 Shares 42,391 Est. Cost $80.96 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 1.5%
Value ($000) $3,075 Shares 39,489 Est. Cost $80.12 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 1.4%
Value ($000) $2,998 Shares 105,810 Est. Cost $25.62 Unrealized
CVX CHEVRON CORP NEW COM 1.4%
Value ($000) $2,815 Shares 17,139 Est. Cost $93.14 Unrealized +31.8%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 1.4%
Value ($000) $2,805 Shares 56,760 Est. Cost $52.03 Unrealized
TIP ISHARES TIPS BOND ETF 1.3%
Value ($000) $2,616 Shares 21,255 Est. Cost $123.24 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 1.1%
Value ($000) $2,299 Shares 28,261 Est. Cost $91.91 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 1.1%
Value ($000) $2,221 Shares 19,895 Est. Cost $112.17 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 1.0%
Value ($000) $2,029 Shares 39,952 Est. Cost $51.16 Unrealized
MCD MCDONALDS CORP COM 1.0%
Value ($000) $1,993 Shares 7,996 Est. Cost $179.42 Unrealized +27.0%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 1.0%
Value ($000) $1,990 Shares 39,996 Est. Cost $53.30 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 1.0%
Value ($000) $1,974 Shares 51,657 Est. Cost $34.54 Unrealized
BAC BANK AMERICA CORP COM 0.9%
Value ($000) $1,901 Shares 46,474 Est. Cost $27.26 Unrealized +49.8%
GOVT ISHARES U.S. TREASURY BOND ETF 0.9%
Value ($000) $1,792 Shares 72,191 Est. Cost $26.20 Unrealized
PEP PEPSICO INC COM 0.8%
Value ($000) $1,671 Shares 9,842 Est. Cost $122.14 Unrealized +21.5%
CVS CVS HEALTH CORP COM 0.8%
Value ($000) $1,654 Shares 16,362 Est. Cost $67.16 Unrealized +37.0%
PGX INVESCO PREFERRED ETF 0.7%
Value ($000) $1,503 Shares 111,522 Est. Cost $14.27 Unrealized
XOM EXXON MOBIL CORP COM 0.7%
Value ($000) $1,474 Shares 17,732 Est. Cost $51.07 Unrealized +32.9%
EFG ISHARES MSCI EAFE GROWTH ETF 0.7%
Value ($000) $1,396 Shares 14,399 Est. Cost $102.52 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.7%
Value ($000) $1,352 Shares 6,991 Est. Cost $148.54 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.7%
Value ($000) $1,351 Shares 3,734 Est. Cost $246.76 Unrealized
DIS DISNEY WALT CO COM 0.6%
Value ($000) $1,322 Shares 9,650 Est. Cost $140.86 Unrealized +0.3%
MBB ISHARES MBS ETF 0.6%
Value ($000) $1,252 Shares 12,362 Est. Cost $108.52 Unrealized
SPGI S&P GLOBAL INC COM 0.6%
Value ($000) $1,237 Shares 3,032 Est. Cost $278.57 Unrealized +41.5%
ZION ZIONS BANCORPORATION N A COM 0.6%
Value ($000) $1,200 Shares 18,660 Est. Cost $45.42 Unrealized +50.6%
HD HOME DEPOT INC COM 0.6%
Value ($000) $1,195 Shares 3,957 Est. Cost $205.41 Unrealized +52.9%
NUE NUCOR CORP COM 0.6%
Value ($000) $1,193 Shares 7,991 Est. Cost $98.23 Unrealized +17.6%
CSCO CISCO SYS INC COM 0.6%
Value ($000) $1,183 Shares 21,260 Est. Cost $42.78 Unrealized +17.5%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.6%
Value ($000) $1,182 Shares 3,421 Est. Cost $254.06 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.5%
Value ($000) $1,112 Shares 14,510 Est. Cost $76.80 Unrealized
XSD SPDR S&P SEMICONDUCTOR ETF 0.5%
Value ($000) $1,104 Shares 5,433 Est. Cost $143.45 Unrealized
EOG EOG RES INC COM 0.5%
Value ($000) $1,088 Shares 9,044 Est. Cost $63.82 Unrealized +46.5%
IYW ISHARES U.S. TECHNOLOGY ETF 0.5%
Value ($000) $1,080 Shares 10,514 Est. Cost $121.96 Unrealized
MRK MERCK & CO INC COM 0.5%
Value ($000) $1,068 Shares 12,786 Est. Cost $66.84 Unrealized +4.5%
TGT TARGET CORP COM 0.5%
Value ($000) $1,065 Shares 5,057 Est. Cost $191.22 Unrealized +0.1%
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.5%
Value ($000) $1,027 Shares 55,653 Est. Cost $16.55 Unrealized
BA BOEING CO COM 0.5%
Value ($000) $996 Shares 5,219 Est. Cost $285.44 Unrealized -29.7%
HEALTHCARE RLTY TR CL A COM 0.5%
Value ($000) $981 Shares 30,883 Est. Cost $30.28 Unrealized
AFL AFLAC INC COM 0.5%
Value ($000) $941 Shares 14,508 Est. Cost $45.79 Unrealized +25.1%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.5%
Value ($000) $940 Shares 10,554 Est. Cost $77.77 Unrealized
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.4%
Value ($000) $910 Shares 22,216 Est. Cost $40.96 Unrealized
ISHARES IBONDS DEC 2023 TERM MUNI BD ETF 0.4%
Value ($000) $908 Shares 35,747 Est. Cost $25.70 Unrealized
BLV VANGUARD LONG-TERM BOND ETF 0.4%
Value ($000) $888 Shares 9,657 Est. Cost $110.04 Unrealized
AMZN AMAZON COM INC COM 0.4%
Value ($000) $881 Shares 269 Est. Cost $111.76 Unrealized +38.3%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $872 Shares 4,894 Est. Cost $131.73 Unrealized +15.2%
NVDA NVIDIA CORPORATION COM 0.4%
Value ($000) $856 Shares 3,206 Est. Cost $20.76 Unrealized +20.6%
QCOM QUALCOMM INC COM 0.4%
Value ($000) $843 Shares 5,736 Est. Cost $121.21 Unrealized +26.7%
FTNT FORTINET INC COM 0.4%
Value ($000) $816 Shares 2,407 Est. Cost $27.91 Unrealized +122.7%
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $791 Shares 281 Est. Cost $84.26 Unrealized +60.2%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.4%
Value ($000) $786 Shares 11,690 Est. Cost $56.68 Unrealized
ICVT ISHARES CONVERTIBLE BOND ETF 0.4%
Value ($000) $778 Shares 9,290 Est. Cost $76.56 Unrealized
TXN TEXAS INSTRS INC COM 0.4%
Value ($000) $729 Shares 4,002 Est. Cost $152.27 Unrealized +3.3%
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.4%
Value ($000) $726 Shares 26,271 Est. Cost $29.75 Unrealized
CL COLGATE PALMOLIVE CO COM 0.3%
Value ($000) $714 Shares 9,348 Est. Cost $59.11 Unrealized +22.4%
GD GENERAL DYNAMICS CORP COM 0.3%
Value ($000) $695 Shares 2,867 Est. Cost $204.81 Unrealized 0.0%
ILTB ISHARES CORE 10 YEAR USD BOND ETF 0.3%
Value ($000) $678 Shares 10,579 Est. Cost $71.96 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.3%
Value ($000) $661 Shares 1,899 Est. Cost $292.36 Unrealized
XME SPDR S&P METALS & MINING ETF 0.3%
Value ($000) $635 Shares 10,168 Est. Cost $44.08 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.3%
Value ($000) $630 Shares 2,697 Est. Cost $157.52 Unrealized +25.0%
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.3%
Value ($000) $629 Shares 14,625 Est. Cost $45.05 Unrealized
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $626 Shares 4,035 Est. Cost $105.18 Unrealized +35.1%
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.3%
Value ($000) $625 Shares 2,186 Est. Cost $218.23 Unrealized
ESGE ISHARES ESG AWARE MSCI EM ETF 0.3%
Value ($000) $623 Shares 16,676 Est. Cost $42.38 Unrealized
GM GENERAL MTRS CO COM 0.3%
Value ($000) $618 Shares 14,393 Est. Cost $52.81 Unrealized -8.8%
GS GOLDMAN SACHS GROUP INC COM 0.3%
Value ($000) $612 Shares 1,852 Est. Cost $299.10 Unrealized +6.9%
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.3%
Value ($000) $600 Shares 14,961 Est. Cost $36.13 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.3%
Value ($000) $593 Shares 5,442 Est. Cost $111.68 Unrealized
META META PLATFORMS INC CL A 0.3%
Value ($000) $581 Shares 2,586 Est. Cost $233.33 Unrealized +6.4%
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.3%
Value ($000) $580 Shares 27,996 Est. Cost $18.54 Unrealized -1.6%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $557 Shares 4,031 Est. Cost $110.51 Unrealized
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.3%
Value ($000) $550 Shares 10,528 Est. Cost $52.90 Unrealized
TAN INVESCO SOLAR ETF 0.3%
Value ($000) $534 Shares 7,010 Est. Cost $53.01 Unrealized
ABBV ABBVIE INC COM 0.3%
Value ($000) $521 Shares 3,205 Est. Cost $82.68 Unrealized +52.9%
SDY SPDR S&P DIVIDEND ETF 0.3%
Value ($000) $518 Shares 3,999 Est. Cost $117.72 Unrealized
RTX RTX CORPORATION COM 0.2%
Value ($000) $517 Shares 5,158 Est. Cost $71.64 Unrealized +21.1%
TSLA TESLA INC COM 0.2%
Value ($000) $499 Shares 460 Est. Cost $184.42 Unrealized +68.9%
IYE ISHARES U.S. ENERGY ETF 0.2%
Value ($000) $492 Shares 11,919 Est. Cost $28.58 Unrealized
F FORD MTR CO DEL COM 0.2%
Value ($000) $491 Shares 29,473 Est. Cost $9.32 Unrealized +56.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $491 Shares 1,394 Est. Cost $307.42 Unrealized +5.2%
HCI HCI GROUP INC COM 0.2%
Value ($000) $486 Shares 6,957 Est. Cost $68.74 Unrealized -0.6%
INTC INTEL CORP COM 0.2%
Value ($000) $478 Shares 9,932 Est. Cost $49.38 Unrealized -6.5%
PFE PFIZER INC COM 0.2%
Value ($000) $470 Shares 9,119 Est. Cost $29.97 Unrealized +41.7%
RJF RAYMOND JAMES FINL INC COM 0.2%
Value ($000) $466 Shares 4,282 Est. Cost $62.98 Unrealized +58.7%
QLD PROSHARES ULTRA QQQ 0.2%
Value ($000) $462 Shares 6,432 Est. Cost $90.01 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $444 Shares 7,066 Est. Cost $44.51 Unrealized +21.5%
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $443 Shares 3,272 Est. Cost $117.29 Unrealized +14.0%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $435 Shares 2,747 Est. Cost $132.07 Unrealized
SNPS SYNOPSYS INC COM 0.2%
Value ($000) $434 Shares 1,297 Est. Cost $162.04 Unrealized +92.6%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $433 Shares 6,245 Est. Cost $64.21 Unrealized
HIG HARTFORD FINL SVCS GROUP INC COM 0.2%
Value ($000) $432 Shares 5,961 Est. Cost $37.79 Unrealized +72.5%
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 0.2%
Value ($000) $431 Shares 8,595 Est. Cost $50.11 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.2%
Value ($000) $430 Shares 8,925 Est. Cost $51.19 Unrealized
LLY ELI LILLY & CO COM 0.2%
Value ($000) $404 Shares 1,380 Est. Cost $151.66 Unrealized +63.8%
ORCL ORACLE CORP COM 0.2%
Value ($000) $382 Shares 4,653 Est. Cost $68.54 Unrealized +12.3%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.2%
Value ($000) $380 Shares 5,058 Est. Cost $64.18 Unrealized +21.8%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $378 Shares 738 Est. Cost $238.28 Unrealized +89.3%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.2%
Value ($000) $365 Shares 3,498 Est. Cost $104.46 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $362 Shares 129 Est. Cost $67.68 Unrealized +99.2%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.2%
Value ($000) $361 Shares 6,797 Est. Cost $49.57 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.2%
Value ($000) $354 Shares 7,705 Est. Cost $51.27 Unrealized -20.2%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.2%
Value ($000) $350 Shares 3,353 Est. Cost $102.10 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $348 Shares 6,675 Est. Cost $42.44 Unrealized -2.2%
IXN ISHARES GLOBAL TECH ETF 0.2%
Value ($000) $346 Shares 5,994 Est. Cost $68.77 Unrealized
WMT WALMART INC COM 0.2%
Value ($000) $341 Shares 2,258 Est. Cost $37.78 Unrealized +18.0%
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 0.2%
Value ($000) $336 Shares 3,113 Est. Cost $111.29 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.2%
Value ($000) $331 Shares 2,380 Est. Cost $115.80 Unrealized +12.7%
AA ALCOA CORP COM 0.2%
Value ($000) $317 Shares 3,494 Est. Cost $40.82 Unrealized +70.4%
T AT&T INC COM 0.1%
Value ($000) $306 Shares 12,744 Est. Cost $17.30 Unrealized -13.8%
V VISA INC COM CL A 0.1%
Value ($000) $304 Shares 1,342 Est. Cost $191.31 Unrealized +9.8%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $303 Shares 3,876 Est. Cost $80.41 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.1%
Value ($000) $299 Shares 4,694 Est. Cost $54.90 Unrealized +0.2%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $293 Shares 2,596 Est. Cost $93.71 Unrealized
OGN ORGANON & CO COMMON STOCK 0.1%
Value ($000) $285 Shares 8,103 Est. Cost $27.05 Unrealized +5.6%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $283 Shares 635 Est. Cost $329.62 Unrealized +10.8%
LITHIUM AMERICAS ARGENTINA COR COM SHS 0.1%
Value ($000) $282 Shares 7,234 Est. Cost $19.01 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.1%
Value ($000) $281 Shares 800 Est. Cost $233.39 Unrealized
KR KROGER CO COM 0.1%
Value ($000) $280 Shares 4,879 Est. Cost $45.45 Unrealized +0.4%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $280 Shares 2,084 Est. Cost $138.71 Unrealized
GLOBAL X GENOMICS & BIOTECHNOLOGY ETF 0.1%
Value ($000) $265 Shares 17,057 Est. Cost $15.55 Unrealized
PNQI INVESCO NASDAQ INTERNET ETF 0.1%
Value ($000) $254 Shares 1,496 Est. Cost $146.05 Unrealized
ON ON SEMICONDUCTOR CORP COM 0.1%
Value ($000) $251 Shares 4,205 Est. Cost $45.07 Unrealized +35.3%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $241 Shares 2,809 Est. Cost $69.05 Unrealized +4.4%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $235 Shares 1,254 Est. Cost $121.86 Unrealized +41.0%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $228 Shares 1,100 Est. Cost $204.98 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $218 Shares 837 Est. Cost $150.45 Unrealized +53.3%
RCL ROYAL CARIBBEAN GROUP COM 0.1%
Value ($000) $215 Shares 2,572 Est. Cost $95.90 Unrealized -19.3%
DE DEERE & CO COM 0.1%
Value ($000) $209 Shares 501 Est. Cost $360.36 Unrealized +0.7%
ABT ABBOTT LABS COM 0.1%
Value ($000) $207 Shares 1,748 Est. Cost $77.40 Unrealized +49.0%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $199 Shares 547 Est. Cost $274.30 Unrealized +28.2%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $198 Shares 1,242 Est. Cost $97.68 Unrealized +45.9%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $197 Shares 1,513 Est. Cost $99.53 Unrealized +12.6%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $189 Shares 1,845 Est. Cost $104.55 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 0.1%
Value ($000) $187 Shares 481 Est. Cost $242.15 Unrealized
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $183 Shares 1,975 Est. Cost $54.00 Unrealized +8.4%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $182 Shares 2,463 Est. Cost $50.33 Unrealized +12.9%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $176 Shares 604 Est. Cost $245.40 Unrealized +0.1%
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $173 Shares 1,426 Est. Cost $134.10 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.1%
Value ($000) $172 Shares 9,441 Est. Cost $20.34 Unrealized -16.4%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $171 Shares 1,155 Est. Cost $139.64 Unrealized
SCI SERVICE CORP INTL COM 0.1%
Value ($000) $167 Shares 2,493 Est. Cost $66.44 Unrealized -5.2%
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $167 Shares 1,409 Est. Cost $74.07 Unrealized +27.1%
AMGN AMGEN INC COM 0.1%
Value ($000) $166 Shares 681 Est. Cost $190.41 Unrealized +6.8%
DRI DARDEN RESTAURANTS INC COM 0.1%
Value ($000) $157 Shares 1,207 Est. Cost $75.57 Unrealized +60.9%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $151 Shares 1,494 Est. Cost $72.69 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $148 Shares 800 Est. Cost $137.75 Unrealized +15.3%
COPX GLOBAL X COPPER MINERS ETF 0.1%
Value ($000) $148 Shares 3,161 Est. Cost $36.39 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $147 Shares 749 Est. Cost $144.73 Unrealized +17.7%
ENPH ENPHASE ENERGY INC COM 0.1%
Value ($000) $147 Shares 713 Est. Cost $158.80 Unrealized -1.1%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $144 Shares 830 Est. Cost $116.58 Unrealized +37.5%
BBY BEST BUY INC COM 0.1%
Value ($000) $144 Shares 1,590 Est. Cost $61.86 Unrealized +32.9%
DAL DELTA AIR LINES INC DEL COM NEW 0.1%
Value ($000) $144 Shares 3,651 Est. Cost $37.84 Unrealized +0.1%
PLUG PLUG POWER INC COM NEW 0.1%
Value ($000) $143 Shares 5,037 Est. Cost $25.80 Unrealized -7.6%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $143 Shares 624 Est. Cost $187.99 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $135 Shares 853 Est. Cost $115.72 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $134 Shares 1,229 Est. Cost $116.28 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $134 Shares 748 Est. Cost $146.08 Unrealized
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.1%
Value ($000) $130 Shares 4,718 Est. Cost $28.68 Unrealized
GIS GENERAL MLS INC COM 0.1%
Value ($000) $129 Shares 1,879 Est. Cost $42.92 Unrealized +36.9%
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $127 Shares 1,519 Est. Cost $60.87 Unrealized +37.0%
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $125 Shares 585 Est. Cost $179.98 Unrealized
QS QUANTUMSCAPE CORP COM CL A 0.1%
Value ($000) $119 Shares 5,859 Est. Cost $28.19 Unrealized -39.1%
BX BLACKSTONE INC COM 0.1%
Value ($000) $117 Shares 915 Est. Cost $116.12 Unrealized -7.7%
ALB ALBEMARLE CORP COM 0.1%
Value ($000) $116 Shares 516 Est. Cost $172.01 Unrealized +16.7%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $115 Shares 1,813 Est. Cost $45.89 Unrealized +27.8%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $112 Shares 2,358 Est. Cost $39.56 Unrealized +8.3%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $112 Shares 868 Est. Cost $113.81 Unrealized
HUM HUMANA INC COM 0.1%
Value ($000) $111 Shares 252 Est. Cost $402.16 Unrealized +0.0%
TRMB TRIMBLE INC COM 0.1%
Value ($000) $111 Shares 1,521 Est. Cost $81.02 Unrealized -12.1%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $109 Shares 2,113 Est. Cost $54.56 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $107 Shares 471 Est. Cost $186.36 Unrealized 0.0%
KIE SPDR S&P INSURANCE ETF 0.1%
Value ($000) $107 Shares 2,517 Est. Cost $38.96 Unrealized
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 0.1%
Value ($000) $106 Shares 1,800 Est. Cost $87.40 Unrealized
IVT INVENTRUST PPTYS CORP COM NEW 0.1%
Value ($000) $105 Shares 3,369 Est. Cost $19.01 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $105 Shares 396 Est. Cost $166.15 Unrealized +52.2%
CCL CARNIVAL CORP PAIRED CTF 0.1%
Value ($000) $105 Shares 5,245 Est. Cost $34.16 Unrealized -40.8%
XLSR SPDR SSGA U.S. SECTOR ROTATION ETF 0.1%
Value ($000) $105 Shares 2,308 Est. Cost $45.38 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.1%
Value ($000) $104 Shares 3,021 Est. Cost $34.56 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $101 Shares 461 Est. Cost $167.21 Unrealized +16.9%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $101 Shares 490 Est. Cost $84.69 Unrealized +109.2%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $101 Shares 423 Est. Cost $178.18 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $100 Shares 535 Est. Cost $195.40 Unrealized 0.0%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $99 Shares 1,627 Est. Cost $54.80 Unrealized +15.4%
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.0%
Value ($000) $99 Shares 854 Est. Cost $71.88 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $98 Shares 2,021 Est. Cost $36.07 Unrealized +34.4%
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $97 Shares 1,400 Est. Cost $58.00 Unrealized
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $97 Shares 168 Est. Cost $470.06 Unrealized +6.5%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $94 Shares 718 Est. Cost $90.70 Unrealized +26.9%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $93 Shares 1,013 Est. Cost $89.11 Unrealized -3.5%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $92 Shares 1,012 Est. Cost $57.02 Unrealized +22.1%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $92 Shares 689 Est. Cost $135.66 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $91 Shares 505 Est. Cost $94.52 Unrealized +84.2%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $91 Shares 1,086 Est. Cost $82.80 Unrealized -7.5%
LAM RESEARCH CORP COM 0.0%
Value ($000) $91 Shares 173 Est. Cost $297.60 Unrealized
CI THE CIGNA GROUP COM 0.0%
Value ($000) $91 Shares 369 Est. Cost $194.29 Unrealized +12.4%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $89 Shares 1,020 Est. Cost $79.58 Unrealized +6.3%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $88 Shares 352 Est. Cost $228.69 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $87 Shares 2,244 Est. Cost $29.41 Unrealized +31.1%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $86 Shares 691 Est. Cost $108.78 Unrealized +4.8%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $86 Shares 404 Est. Cost $108.68 Unrealized +67.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $86 Shares 281 Est. Cost $292.15 Unrealized -0.0%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $86 Shares 1,114 Est. Cost $70.25 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $85 Shares 987 Est. Cost $86.88 Unrealized -16.2%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $84 Shares 326 Est. Cost $218.51 Unrealized -1.7%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $84 Shares 1,600 Est. Cost $50.16 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $83 Shares 910 Est. Cost $51.27 Unrealized +56.8%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $82 Shares 139 Est. Cost $334.60 Unrealized +69.8%
NKE NIKE INC CL B 0.0%
Value ($000) $82 Shares 612 Est. Cost $153.94 Unrealized -14.3%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $81 Shares 1,535 Est. Cost $31.37 Unrealized +18.4%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $81 Shares 1,278 Est. Cost $68.24 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $80 Shares 606 Est. Cost $85.25 Unrealized +46.7%
FNWD FINWARD BANCORP COM 0.0%
Value ($000) $79 Shares 1,707 Est. Cost $37.91 Unrealized +12.2%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $79 Shares 411 Est. Cost $209.29 Unrealized -9.1%
BLNK BLINK CHARGING CO COM 0.0%
Value ($000) $78 Shares 2,912 Est. Cost $23.52 Unrealized 0.0%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $78 Shares 346 Est. Cost $172.23 Unrealized +15.5%
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $78 Shares 615 Est. Cost $109.11 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $77 Shares 700 Est. Cost $84.82 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $77 Shares 185 Est. Cost $233.98 Unrealized +96.4%
CDW CDW CORP COM 0.0%
Value ($000) $74 Shares 416 Est. Cost $122.84 Unrealized +41.8%
DHI D R HORTON INC COM 0.0%
Value ($000) $73 Shares 963 Est. Cost $50.08 Unrealized +66.4%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $73 Shares 308 Est. Cost $180.28 Unrealized +23.0%
AON AON PLC SHS CL A 0.0%
Value ($000) $73 Shares 222 Est. Cost $195.70 Unrealized +44.5%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $73 Shares 624 Est. Cost $182.84 Unrealized -27.4%
EES WISDOMTREE U.S. SMALLCAP FUND 0.0%
Value ($000) $72 Shares 1,500 Est. Cost $38.45 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value ($000) $72 Shares 1,496 Est. Cost $31.56 Unrealized
AEROJET ROCKETDYNE HLDGS INC COM 0.0%
Value ($000) $71 Shares 1,778 Est. Cost $40.20 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $71 Shares 532 Est. Cost $89.33 Unrealized +49.8%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $69 Shares 1,235 Est. Cost $55.76 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $67 Shares 819 Est. Cost $68.51 Unrealized +6.0%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $65 Shares 677 Est. Cost $75.59 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $65 Shares 1,770 Est. Cost $15.05 Unrealized
HYD VANECK HIGH YIELD MUNI ETF 0.0%
Value ($000) $65 Shares 1,128 Est. Cost $62.43 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $64 Shares 908 Est. Cost $59.90 Unrealized +0.3%
ADBE ADOBE INC COM 0.0%
Value ($000) $63 Shares 138 Est. Cost $358.90 Unrealized +34.0%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $63 Shares 845 Est. Cost $69.71 Unrealized
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $63 Shares 1,593 Est. Cost $39.37 Unrealized
GBCI GLACIER BANCORP INC NEW COM 0.0%
Value ($000) $62 Shares 1,239 Est. Cost $47.58 Unrealized 0.0%
KEY KEYCORP COM 0.0%
Value ($000) $57 Shares 2,648 Est. Cost $14.85 Unrealized +36.7%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $57 Shares 346 Est. Cost $84.38 Unrealized +81.8%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $57 Shares 533 Est. Cost $114.10 Unrealized
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $57 Shares 756 Est. Cost $121.20 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $56 Shares 577 Est. Cost $108.54 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $56 Shares 1,275 Est. Cost $46.99 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $55 Shares 460 Est. Cost $92.71 Unrealized +21.0%
SRTS SENSUS HEALTHCARE INC COM 0.0%
Value ($000) $54 Shares 5,000 Est. Cost $9.13 Unrealized 0.0%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $53 Shares 421 Est. Cost $146.75 Unrealized 0.0%
WAT WATERS CORP COM 0.0%
Value ($000) $52 Shares 168 Est. Cost $220.88 Unrealized +47.3%
STT STATE STR CORP COM 0.0%
Value ($000) $51 Shares 600 Est. Cost $81.94 Unrealized -1.1%
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $51 Shares 3,799 Est. Cost $13.37 Unrealized 0.0%
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $51 Shares 449 Est. Cost $91.95 Unrealized 0.0%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $50 Shares 1,375 Est. Cost $39.43 Unrealized
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $49 Shares 2,528 Est. Cost $21.61 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.0%
Value ($000) $49 Shares 1,102 Est. Cost $45.20 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $49 Shares 834 Est. Cost $48.99 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $49 Shares 981 Est. Cost $35.33 Unrealized +43.7%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $48 Shares 2,175 Est. Cost $22.10 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $47 Shares 900 Est. Cost $49.46 Unrealized
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value ($000) $47 Shares 1,141 Est. Cost $26.21 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $47 Shares 563 Est. Cost $33.17 Unrealized +81.0%
NUVVE HOLDING CORP COM NEW 0.0%
Value ($000) $47 Shares 6,640 Est. Cost $12.83 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $46 Shares 124 Est. Cost $37.03 Unrealized +12.4%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $45 Shares 444 Est. Cost $44.77 Unrealized +77.9%
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $45 Shares 295 Est. Cost $97.94 Unrealized
ACLS AXCELIS TECHNOLOGIES INC COM NEW 0.0%
Value ($000) $45 Shares 622 Est. Cost $68.31 Unrealized 0.0%
FDX FEDEX CORP COM 0.0%
Value ($000) $44 Shares 200 Est. Cost $219.91 Unrealized -1.8%
BCC BOISE CASCADE CO DEL COM 0.0%
Value ($000) $44 Shares 623 Est. Cost $61.85 Unrealized 0.0%
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $44 Shares 1,435 Est. Cost $30.64 Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $43 Shares 275 Est. Cost $91.47 Unrealized +41.7%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $42 Shares 600 Est. Cost $74.64 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $42 Shares 229 Est. Cost $126.78 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $42 Shares 402 Est. Cost $121.06 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $41 Shares 230 Est. Cost $77.97 Unrealized +115.9%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $41 Shares 400 Est. Cost $72.47 Unrealized +9.3%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $41 Shares 163 Est. Cost $263.36 Unrealized -11.9%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $40 Shares 557 Est. Cost $51.97 Unrealized +10.6%
XHB SPDR S&P HOMEBUILDERS ETF 0.0%
Value ($000) $39 Shares 617 Est. Cost $48.59 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $39 Shares 235 Est. Cost $136.73 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $39 Shares 840 Est. Cost $55.05 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $39 Shares 805 Est. Cost $44.06 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $38 Shares 144 Est. Cost $203.14 Unrealized +16.8%
SAP SAP SE SPON ADR 0.0%
Value ($000) $37 Shares 337 Est. Cost $140.11 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $37 Shares 500 Est. Cost $62.90 Unrealized 0.0%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $37 Shares 361 Est. Cost $108.91 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.0%
Value ($000) $37 Shares 2,080 Est. Cost $17.71 Unrealized
GWX SPDR S&P INTERNATIONAL SMALL CAP ETF 0.0%
Value ($000) $37 Shares 1,037 Est. Cost $36.54 Unrealized
XTN SPDR S&P TRANSPORTATION ETF 0.0%
Value ($000) $37 Shares 425 Est. Cost $64.32 Unrealized
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $36 Shares 1,199 Est. Cost $31.50 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $36 Shares 284 Est. Cost $84.80 Unrealized +36.9%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $36 Shares 250 Est. Cost $124.55 Unrealized +8.2%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $36 Shares 941 Est. Cost $37.78 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $35 Shares 291 Est. Cost $83.31 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $34 Shares 300 Est. Cost $71.81 Unrealized +24.2%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $34 Shares 255 Est. Cost $125.37 Unrealized -2.2%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $34 Shares 793 Est. Cost $42.53 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $34 Shares 190 Est. Cost $137.07 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $33 Shares 167 Est. Cost $198.85 Unrealized
WELLS FARGO CO NEW PERP PFD CNV A 0.0%
Value ($000) $33 Shares 25 Est. Cost $1490.52 Unrealized
OPY OPPENHEIMER HLDGS INC CL A NON VTG 0.0%
Value ($000) $32 Shares 750 Est. Cost $49.30 Unrealized -11.1%
ITM VANECK INTERMEDIATE MUNI ETF 0.0%
Value ($000) $32 Shares 680 Est. Cost $51.27 Unrealized
FRONTIER COMMUNICATIONS PARENT COM 0.0%
Value ($000) $32 Shares 1,114 Est. Cost $26.90 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $31 Shares 319 Est. Cost $63.06 Unrealized +38.7%
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $31 Shares 350 Est. Cost $64.67 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $31 Shares 770 Est. Cost $22.63 Unrealized +37.1%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $31 Shares 44 Est. Cost $410.21 Unrealized +53.4%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $30 Shares 164 Est. Cost $125.42 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $29 Shares 338 Est. Cost $91.33 Unrealized
AGCO AGCO CORP COM 0.0%
Value ($000) $29 Shares 200 Est. Cost $63.78 Unrealized +71.8%
BLACKROCK INC COM 0.0%
Value ($000) $28 Shares 37 Est. Cost $899.85 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $28 Shares 204 Est. Cost $118.86 Unrealized +0.5%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $28 Shares 61 Est. Cost $314.36 Unrealized +23.3%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $28 Shares 2,000 Est. Cost $24.07 Unrealized -44.6%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $28 Shares 161 Est. Cost $133.20 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $27 Shares 510 Est. Cost $43.51 Unrealized +9.9%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $26 Shares 884 Est. Cost $37.74 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $26 Shares 308 Est. Cost $64.52 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $26 Shares 46 Est. Cost $517.14 Unrealized +13.5%
AVGO BROADCOM INC COM 0.0%
Value ($000) $26 Shares 41 Est. Cost $26.32 Unrealized +109.2%
PTLC PACER TRENDPILOT US LARGE CAP ETF 0.0%
Value ($000) $25 Shares 648 Est. Cost $33.23 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $25 Shares 532 Est. Cost $47.45 Unrealized
DEW WISDOMTREE GLOBAL HIGH DIVIDEND FUND 0.0%
Value ($000) $24 Shares 468 Est. Cost $50.03 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $24 Shares 336 Est. Cost $52.88 Unrealized +1.3%
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $24 Shares 1,470 Est. Cost $6.60 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $24 Shares 930 Est. Cost $39.05 Unrealized
PXF INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF 0.0%
Value ($000) $23 Shares 499 Est. Cost $42.44 Unrealized
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $23 Shares 1,423 Est. Cost $20.28 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $23 Shares 287 Est. Cost $73.61 Unrealized +3.8%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $22 Shares 168 Est. Cost $122.45 Unrealized -1.2%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $22 Shares 69 Est. Cost $85.51 Unrealized +221.2%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $22 Shares 201 Est. Cost $81.49 Unrealized
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value ($000) $22 Shares 460 Est. Cost $47.92 Unrealized
MNA IQ MERGER ARBITRAGE ETF 0.0%
Value ($000) $21 Shares 667 Est. Cost $33.20 Unrealized
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $21 Shares 114 Est. Cost $150.94 Unrealized
SPLB SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF 0.0%
Value ($000) $21 Shares 748 Est. Cost $27.96 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $21 Shares 109 Est. Cost $129.42 Unrealized +12.6%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $21 Shares 304 Est. Cost $116.30 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $20 Shares 41 Est. Cost $257.25 Unrealized +68.2%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $20 Shares 155 Est. Cost $86.49 Unrealized +57.1%
XYZ BLOCK INC CL A 0.0%
Value ($000) $20 Shares 150 Est. Cost $233.92 Unrealized -48.2%
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $20 Shares 50 Est. Cost $275.62 Unrealized +9.3%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $20 Shares 40 Est. Cost $464.23 Unrealized
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.0%
Value ($000) $19 Shares 395 Est. Cost $47.81 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $18 Shares 54 Est. Cost $323.27 Unrealized -1.5%
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.0%
Value ($000) $18 Shares 505 Est. Cost $35.41 Unrealized
BNTX BIONTECH SE SPONSORED ADS 0.0%
Value ($000) $18 Shares 100 Est. Cost $72.71 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $17 Shares 195 Est. Cost $77.74 Unrealized -1.9%
PSK SPDR ICE PREFERRED SECURITIES ETF 0.0%
Value ($000) $17 Shares 450 Est. Cost $43.33 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $17 Shares 229 Est. Cost $71.58 Unrealized
CBZ CBIZ INC COM 0.0%
Value ($000) $17 Shares 406 Est. Cost $29.45 Unrealized +33.0%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $17 Shares 160 Est. Cost $132.37 Unrealized
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $17 Shares 65 Est. Cost $206.31 Unrealized +3.1%
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $16 Shares 500 Est. Cost $30.25 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $16 Shares 230 Est. Cost $22.79 Unrealized +128.3%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $16 Shares 210 Est. Cost $66.35 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $16 Shares 260 Est. Cost $55.24 Unrealized
QIAGEN NV SHS NEW 0.0%
Value ($000) $16 Shares 314 Est. Cost $55.58 Unrealized
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value ($000) $15 Shares 550 Est. Cost $28.81 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $15 Shares 288 Est. Cost $55.19 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $14 Shares 131 Est. Cost $37.67 Unrealized +216.9%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $14 Shares 237 Est. Cost $53.15 Unrealized +3.8%
XJEQX ABRDN JAPAN EQUITY FUND INC COM 0.0%
Value ($000) $14 Shares 2,000 Est. Cost $8.13 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $14 Shares 60 Est. Cost $32.56 Unrealized +26.7%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $14 Shares 200 Est. Cost $58.34 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $14 Shares 80 Est. Cost $109.57 Unrealized +33.3%
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $13 Shares 65 Est. Cost $205.40 Unrealized -3.3%
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $13 Shares 59 Est. Cost $155.15 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $13 Shares 279 Est. Cost $48.99 Unrealized
FNB F N B CORP COM 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $9.17 Unrealized +24.9%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF 0.0%
Value ($000) $12 Shares 343 Est. Cost $34.78 Unrealized
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value ($000) $12 Shares 196 Est. Cost $49.94 Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $12 Shares 118 Est. Cost $68.03 Unrealized
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $12 Shares 319 Est. Cost $25.28 Unrealized +10.6%
EUSB ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $12 Shares 261 Est. Cost $49.18 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $12 Shares 40 Est. Cost $381.92 Unrealized -21.5%
PXH INVESCO FTSE RAFI EMERGING MARKETS ETF 0.0%
Value ($000) $12 Shares 564 Est. Cost $21.16 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $12 Shares 248 Est. Cost $68.43 Unrealized
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $12 Shares 70 Est. Cost $110.63 Unrealized +49.0%
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.0%
Value ($000) $12 Shares 135 Est. Cost $84.39 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $12 Shares 72 Est. Cost $125.49 Unrealized
HEZU ISHARES CURRENCY HEDGED MSCI EUROZONE ETF 0.0%
Value ($000) $11 Shares 322 Est. Cost $31.78 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $11 Shares 180 Est. Cost $105.09 Unrealized
AMERICAN STRATEGIC INVEST CO COM CL A 0.0%
Value ($000) $11 Shares 852 Est. Cost $9.16 Unrealized
LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 0.0%
Value ($000) $11 Shares 118 Est. Cost $95.33 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $11 Shares 39 Est. Cost $299.44 Unrealized -10.4%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $11 Shares 288 Est. Cost $24.67 Unrealized +38.4%
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $11 Shares 287 Est. Cost $40.05 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $11 Shares 119 Est. Cost $91.43 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $11 Shares 99 Est. Cost $87.51 Unrealized +4.8%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $11 Shares 414 Est. Cost $28.16 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $10 Shares 274 Est. Cost $37.65 Unrealized
ARISTA NETWORKS INC COM 0.0%
Value ($000) $10 Shares 73 Est. Cost $139.48 Unrealized
NFLT VIRTUS NEWFLEET MULTI-SECTOR BOND ETF 0.0%
Value ($000) $10 Shares 422 Est. Cost $24.71 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND PIMCO ENHANCED SH 0.0%
Value ($000) $10 Shares 100 Est. Cost $101.61 Unrealized
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $10 Shares 86 Est. Cost $79.71 Unrealized
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF 0.0%
Value ($000) $10 Shares 338 Est. Cost $28.61 Unrealized
NEAR BLACKROCK SHORT DURATION BOND ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.25 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $10 Shares 35 Est. Cost $246.89 Unrealized
TRI THOMSON REUTERS CORP. COM 0.0%
Value ($000) $10 Shares 90 Est. Cost $110.42 Unrealized -10.0%
TER TERADYNE INC COM 0.0%
Value ($000) $10 Shares 83 Est. Cost $61.85 Unrealized +101.4%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $10 Shares 115 Est. Cost $71.78 Unrealized -5.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $9 Shares 876 Est. Cost $13.33 Unrealized -17.1%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $9 Shares 45 Est. Cost $171.58 Unrealized -5.2%
HANCOCK JOHN PREM DIVID FD COM SH BEN INT 0.0%
Value ($000) $9 Shares 561 Est. Cost $16.71 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $9 Shares 210 Est. Cost $58.96 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $9 Shares 22 Est. Cost $143.32 Unrealized +170.4%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $9 Shares 55 Est. Cost $160.72 Unrealized -5.9%
GLW CORNING INC COM 0.0%
Value ($000) $9 Shares 250 Est. Cost $19.40 Unrealized +80.0%
EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF 0.0%
Value ($000) $9 Shares 398 Est. Cost $22.68 Unrealized
HEI HEICO CORP NEW COM 0.0%
Value ($000) $9 Shares 57 Est. Cost $123.07 Unrealized +17.9%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $9 Shares 415 Est. Cost $13.96 Unrealized +4.8%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $9 Shares 19 Est. Cost $152.39 Unrealized +177.4%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $9 Shares 180 Est. Cost $66.83 Unrealized
HLI HOULIHAN LOKEY INC CL A 0.0%
Value ($000) $9 Shares 97 Est. Cost $98.98 Unrealized -3.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $8 Shares 81 Est. Cost $58.10 Unrealized
RITE AID CORP COM 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $15.47 Unrealized
DMXF ISHARES ESG ADVANCED MSCI EAFE ETF 0.0%
Value ($000) $8 Shares 133 Est. Cost $66.35 Unrealized
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 0.0%
Value ($000) $8 Shares 180 Est. Cost $48.79 Unrealized
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $8 Shares 330 Est. Cost $24.30 Unrealized
ASAN ASANA INC CL A 0.0%
Value ($000) $8 Shares 200 Est. Cost $28.13 Unrealized +85.0%
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $8 Shares 14 Est. Cost $384.24 Unrealized +56.9%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $8 Shares 345 Est. Cost $11.76 Unrealized +5.7%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $8 Shares 70 Est. Cost $102.03 Unrealized -8.2%
CATALENT INC COM 0.0%
Value ($000) $8 Shares 69 Est. Cost $56.30 Unrealized
QLYS QUALYS INC COM 0.0%
Value ($000) $8 Shares 56 Est. Cost $82.92 Unrealized +54.0%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $8 Shares 43 Est. Cost $85.11 Unrealized +80.2%
IXG ISHARES GLOBAL FINANCIALS ETF 0.0%
Value ($000) $7 Shares 93 Est. Cost $78.43 Unrealized
JD JD.COM INC SPON ADR CL A 0.0%
Value ($000) $7 Shares 124 Est. Cost $35.23 Unrealized
BBH VANECK BIOTECH ETF 0.0%
Value ($000) $7 Shares 44 Est. Cost $139.42 Unrealized
JXI ISHARES GLOBAL UTILITIES ETF 0.0%
Value ($000) $7 Shares 109 Est. Cost $58.72 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $7 Shares 145 Est. Cost $51.81 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $7 Shares 184 Est. Cost $23.11 Unrealized +47.7%
STE STERIS PLC SHS USD 0.0%
Value ($000) $7 Shares 28 Est. Cost $141.56 Unrealized +58.1%
NIO NIO INC SPON ADS 0.0%
Value ($000) $7 Shares 300 Est. Cost $39.66 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $6 Shares 87 Est. Cost $78.20 Unrealized
SBSW SIBANYE STILLWATER LTD SPONSORED ADR 0.0%
Value ($000) $6 Shares 388 Est. Cost $9.93 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $6 Shares 9 Est. Cost $82.11 Unrealized 0.0%
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $6 Shares 127 Est. Cost $35.93 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $6 Shares 13 Est. Cost $448.81 Unrealized -2.1%
GHI GREYSTONE HOUSING IMPACT INVES BEN UNIT CTF 0.0%
Value ($000) $6 Shares 1,026 Est. Cost $7.70 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $6 Shares 10 Est. Cost $37.82 Unrealized +136.7%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $6 Shares 108 Est. Cost $61.80 Unrealized
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $6 Shares 14 Est. Cost $51.09 Unrealized +98.4%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $6 Shares 23 Est. Cost $277.03 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $6 Shares 39 Est. Cost $108.19 Unrealized +5.9%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $6 Shares 85 Est. Cost $58.32 Unrealized
NWSA NEWS CORP NEW CL A 0.0%
Value ($000) $6 Shares 255 Est. Cost $12.66 Unrealized +68.7%
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value ($000) $6 Shares 589 Est. Cost $13.93 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $5 Shares 53 Est. Cost $107.81 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $5 Shares 42 Est. Cost $125.97 Unrealized -7.5%
VSHY VIRTUS NEWFLEET SHORT DURATION HIGH YIELD BOND ETF 0.0%
Value ($000) $5 Shares 231 Est. Cost $23.95 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $5 Shares 20 Est. Cost $178.50 Unrealized
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $5 Shares 102 Est. Cost $45.37 Unrealized
ADVISORSHARES NEWFLEET MULT-SECT INC ETF 0.0%
Value ($000) $5 Shares 112 Est. Cost $48.45 Unrealized
IYG ISHARES US FINANCIAL SERVICES ETF 0.0%
Value ($000) $5 Shares 29 Est. Cost $151.83 Unrealized
CNDT CONDUENT INC COM 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $4.92 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $5 Shares 100 Est. Cost $36.53 Unrealized +14.5%
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $5 Shares 44 Est. Cost $58.39 Unrealized +95.7%
CRM SALESFORCE INC COM 0.0%
Value ($000) $5 Shares 23 Est. Cost $154.88 Unrealized +37.3%
WSO WATSCO INC COM 0.0%
Value ($000) $5 Shares 16 Est. Cost $175.89 Unrealized +62.2%
POWI POWER INTEGRATIONS INC COM 0.0%
Value ($000) $5 Shares 52 Est. Cost $48.85 Unrealized +70.1%
OMCL OMNICELL COM COM 0.0%
Value ($000) $5 Shares 37 Est. Cost $76.72 Unrealized +87.9%
CGNX COGNEX CORP COM 0.0%
Value ($000) $5 Shares 60 Est. Cost $48.62 Unrealized +37.0%
CMI CUMMINS INC COM 0.0%
Value ($000) $5 Shares 23 Est. Cost $216.41 Unrealized -9.1%
RPRX ROYALTY PHARMA PLC SHS CLASS A 0.0%
Value ($000) $5 Shares 115 Est. Cost $49.50 Unrealized -20.7%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $4 Shares 321 Est. Cost $21.59 Unrealized -30.3%
RS RELIANCE INC COM 0.0%
Value ($000) $4 Shares 23 Est. Cost $113.17 Unrealized +52.9%
HELE HELEN OF TROY LTD COM 0.0%
Value ($000) $4 Shares 21 Est. Cost $160.40 Unrealized +31.3%
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $4 Shares 215 Est. Cost $20.10 Unrealized
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $4 Shares 22 Est. Cost $209.01 Unrealized +4.8%
AZO AUTOZONE INC COM 0.0%
Value ($000) $4 Shares 2 Est. Cost $1158.08 Unrealized +68.8%
IRDM IRIDIUM COMMUNICATIONS INC COM 0.0%
Value ($000) $4 Shares 94 Est. Cost $23.96 Unrealized +57.1%
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.0%
Value ($000) $4 Shares 62 Est. Cost $55.48 Unrealized
RILY B. RILEY FINANCIAL INC COM 0.0%
Value ($000) $4 Shares 55 Est. Cost $73.17 Unrealized -7.5%
BCPC BALCHEM CORP COM 0.0%
Value ($000) $4 Shares 27 Est. Cost $97.25 Unrealized +44.0%
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value ($000) $4 Shares 26 Est. Cost $150.05 Unrealized -13.4%
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $4 Shares 46 Est. Cost $54.29 Unrealized +28.0%
FISV FISERV INC COM 0.0%
Value ($000) $4 Shares 34 Est. Cost $109.63 Unrealized -7.7%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $3 Shares 64 Est. Cost $72.48 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $3 Shares 74 Est. Cost $17.13 Unrealized +160.3%
ICUI ICU MED INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $172.09 Unrealized +30.2%
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $67.77 Unrealized +67.2%
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $127.00 Unrealized
IT GARTNER INC COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $152.69 Unrealized +89.6%
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $49.83 Unrealized +60.1%
LIN LINDE PLC SHS 0.0%
Value ($000) $3 Shares 10 Est. Cost $228.49 Unrealized +28.3%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $3 Shares 36 Est. Cost $45.43 Unrealized +53.4%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $3 Shares 72 Est. Cost $36.04 Unrealized
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $3 Shares 148 Est. Cost $15.85 Unrealized +22.6%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $3 Shares 14 Est. Cost $157.29 Unrealized
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $3 Shares 37 Est. Cost $60.42 Unrealized +24.8%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $3 Shares 19 Est. Cost $102.96 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $3 Shares 6 Est. Cost $340.30 Unrealized +46.8%
IEX IDEX CORP COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $150.29 Unrealized +28.5%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $47.48 Unrealized +58.2%
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $159.01 Unrealized +15.6%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 33 Est. Cost $59.41 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $79.40 Unrealized
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $135.61 Unrealized +22.8%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $3 Shares 32 Est. Cost $80.19 Unrealized
TRNO TERRENO RLTY CORP COM 0.0%
Value ($000) $3 Shares 34 Est. Cost $54.15 Unrealized
SMTC SEMTECH CORP COM 0.0%
Value ($000) $3 Shares 38 Est. Cost $50.09 Unrealized +43.3%
ADSK AUTODESK INC COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $263.53 Unrealized -12.6%
IART INTEGRA LIFESCIENCES HLDGS CP COM NEW 0.0%
Value ($000) $3 Shares 38 Est. Cost $59.53 Unrealized +10.6%
ATR APTARGROUP INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $105.01 Unrealized +6.1%
BARRICK GOLD CORP COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.58 Unrealized
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $183.47 Unrealized +44.6%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $331.87 Unrealized -3.6%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $2 Shares 56 Est. Cost $25.28 Unrealized +71.4%
HYXF ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $49.42 Unrealized
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 95 Est. Cost $25.16 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 1 Est. Cost $1898.79 Unrealized +21.0%
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.0%
Value ($000) $2 Shares 55 Est. Cost $63.33 Unrealized -29.5%
EQIX EQUINIX INC COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $674.73 Unrealized -1.5%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $2 Shares 32 Est. Cost $49.14 Unrealized +18.1%
TTC TORO CO COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.58 Unrealized +21.6%
LOW LOWES COS INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $148.05 Unrealized +44.1%
RBA RB GLOBAL INC COM 0.0%
Value ($000) $2 Shares 37 Est. Cost $41.64 Unrealized +41.0%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.14 Unrealized -32.2%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $2 Shares 52 Est. Cost $27.77 Unrealized +29.3%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $70.69 Unrealized +88.0%
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $113.87 Unrealized
BERRY GLOBAL GROUP INC COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $47.49 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $371.45 Unrealized +27.4%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $82.36 Unrealized +1.2%
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.0%
Value ($000) $2 Shares 34 Est. Cost $44.42 Unrealized
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value ($000) $2 Shares 18 Est. Cost $161.78 Unrealized -31.6%
AOS SMITH A O CORP COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $43.33 Unrealized +56.5%
SHOO MADDEN STEVEN LTD COM 0.0%
Value ($000) $2 Shares 52 Est. Cost $35.90 Unrealized +4.8%
THRM GENTHERM INC COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $42.60 Unrealized +95.5%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $424.73 Unrealized +1.3%
SOUTHSTATE CORPORATION COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.74 Unrealized
PRAA PRA GROUP INC COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $35.41 Unrealized +30.6%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $2 Shares 33 Est. Cost $38.64 Unrealized
PRIM PRIMORIS SVCS CORP COM 0.0%
Value ($000) $2 Shares 72 Est. Cost $21.43 Unrealized +20.1%
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $2 Shares 11 Est. Cost $158.45 Unrealized
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $91.01 Unrealized +43.9%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $32.91 Unrealized +66.3%
NUVASIVE INC COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $77.34 Unrealized
EGBN EAGLE BANCORP INC MD COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $35.63 Unrealized +39.5%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $2 Shares 1 Est. Cost $26.23 Unrealized +14.8%
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.0%
Value ($000) $2 Shares 56 Est. Cost $25.49 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $227.64 Unrealized +17.1%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $2 Shares 14 Est. Cost $87.21 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $1 Shares 42 Est. Cost $29.58 Unrealized +13.2%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 18 Est. Cost $54.74 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $231.36 Unrealized +23.7%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $27.70 Unrealized +102.3%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $1096.55 Unrealized +31.6%
ATNM ACTINIUM PHARMACEUTICALS INC COM 0.0%
Value ($000) $1 Shares 266 Est. Cost $11.03 Unrealized -52.2%
MCO MOODYS CORP COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $267.92 Unrealized +21.4%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $214.57 Unrealized +15.7%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $30.19 Unrealized +48.0%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $457.04 Unrealized +16.8%
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $1 Shares 61 Est. Cost $13.27 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $23.71 Unrealized +26.8%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $139.80 Unrealized +73.6%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $154.64 Unrealized -16.6%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $1 Shares 8 Est. Cost $103.87 Unrealized +41.8%
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $71.36 Unrealized +26.9%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $1 Shares 19 Est. Cost $53.82 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $40.57 Unrealized +89.7%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $77.45 Unrealized +30.4%
NOW SERVICENOW INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $103.99 Unrealized +7.8%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $1 Shares 3 Est. Cost $220.47 Unrealized +62.8%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $106.93 Unrealized +25.3%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $214.58 Unrealized +12.3%
EBAY EBAY INC. COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $46.69 Unrealized +15.7%
MSCI MSCI INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $372.43 Unrealized +33.3%
EQH EQUITABLE HLDGS INC COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $20.60 Unrealized +44.9%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $25.55 Unrealized +60.1%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $1 Shares 59 Est. Cost $19.00 Unrealized
EPP ISHARES MSCI PACIFIC EX-JAPAN ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $51.55 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $1 Shares 69 Est. Cost $9.01 Unrealized +45.0%
HESS CORP COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $52.78 Unrealized
ASIX ADVANSIX INC COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $19.97 Unrealized +104.8%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $168.50 Unrealized +40.5%
PCAR PACCAR INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $48.35 Unrealized +8.4%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $1 Shares 9 Est. Cost $57.51 Unrealized +29.2%
MCK MCKESSON CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $161.42 Unrealized +65.1%
FMC FMC CORP COM NEW 0.0%
Value ($000) $1 Shares 7 Est. Cost $94.79 Unrealized +8.1%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $35.66 Unrealized +42.0%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $125.41 Unrealized +1.6%
CB CHUBB LIMITED COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $130.07 Unrealized +48.3%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $56.72 Unrealized -30.2%
SHE SPDR MSCI USA GENDER DIVERSITY ETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $96.00 Unrealized
APTIV PLC SHS 0.0%
Value ($000) $1 Shares 7 Est. Cost $130.29 Unrealized
MTB M & T BK CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $96.63 Unrealized +60.9%
AME AMETEK INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $108.90 Unrealized +20.2%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $83.23 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $22.25 Unrealized +21.2%
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $67.41 Unrealized +6.9%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $82.95 Unrealized +35.2%
SKM SK TELECOM LTD SPONSORED ADR 0.0%
Value ($000) $1 Shares 28 Est. Cost $23.13 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $318.77 Unrealized +6.0%
ROST ROSS STORES INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $99.15 Unrealized -8.2%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $113.78 Unrealized +25.5%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $88.73 Unrealized +20.4%
MAS MASCO CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $50.31 Unrealized +9.7%
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $40.69 Unrealized +0.5%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $42.36 Unrealized +67.3%
ANSYS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $364.00 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $70.73 Unrealized +3.2%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $1 Shares 25 Est. Cost $24.52 Unrealized +11.9%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $1 Shares 17 Est. Cost $15.41 Unrealized +79.7%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $1 Shares 4 Est. Cost $129.28 Unrealized +20.5%
NXDR NEXTDOOR HOLDINGS INC COM CL A 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.43 Unrealized -41.7%
WELL WELLTOWER INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $52.89 Unrealized +48.7%
LEN LENNAR CORP CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $69.65 Unrealized +22.0%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $178.40 Unrealized -24.6%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $97.11 Unrealized +57.1%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $79.28 Unrealized +5.5%
DISCOVERY INC COM SER C 0.0%
Value ($000) $1 Shares 22 Est. Cost $26.18 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $40.45 Unrealized +7.2%
ECL ECOLAB INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $197.47 Unrealized -9.1%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 8 Est. Cost $59.63 Unrealized
PIPR PIPER SANDLER COMPANIES COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $77.47 Unrealized +90.2%
AVNS AVANOS MED INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $36.21 Unrealized -11.1%
TWLO TWILIO INC CL A 0.0%
Value ($000) $1 Shares 3 Est. Cost $312.48 Unrealized -41.7%
VFC V F CORP COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $79.91 Unrealized -22.4%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $164.87 Unrealized +30.2%
CPAY CORPAY INC COM SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $256.74 Unrealized -7.7%
VRSN VERISIGN INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $202.87 Unrealized +6.6%
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $49.32 Unrealized +7.2%
BIIB BIOGEN INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $259.08 Unrealized -16.1%
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $104.63 Unrealized -21.7%
LXU LSB INDS INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $4.90 Unrealized +201.2%
DISH NETWORK CORPORATION CL A 0.0%
Value ($000) $0 Shares 11 Est. Cost $32.36 Unrealized
GDDY GODADDY INC CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $78.52 Unrealized +0.6%
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $148.17 Unrealized -48.3%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $15.58 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $133.42 Unrealized
VMWARE INC CL A COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $140.50 Unrealized
RITM RITHM CAPITAL CORP COM NEW 0.0%
Value ($000) $0 Shares 17 Est. Cost $16.11 Unrealized
OKTA OKTA INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $237.69 Unrealized -24.6%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $0 Shares 2 Est. Cost $42.00 Unrealized +4.6%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $66.75 Unrealized
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $34.67 Unrealized
WESTROCK CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $43.00 Unrealized
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $24.00 Unrealized
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $38.44 Unrealized +62.5%
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $15.85 Unrealized +4.0%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $11.38 Unrealized +120.4%
VERTEX ENERGY INC COM 0.0%
Value ($000) $0 Shares 5,000 Est. Cost Unrealized