Pathway Financial Advisers, LLC Diversified Active

CIK: 0002024152 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Jul 19, 2024

Total Value ($000): $248,716 (100.0% shares, 0.0% debt)

Holdings (493)

EPD ENTERPRISE PRODS PARTNERS L P COM 2.6%
Value ($000) $6,355 Shares 245,380 Est. Cost $24.18 Unrealized
STLD STEEL DYNAMICS INC 2.4%
Value ($000) $5,927 Shares 52,431 Est. Cost $91.75 Unrealized +21.2%
PEP PEPSICO INC 2.4%
Value ($000) $5,889 Shares 32,308 Est. Cost $160.86 Unrealized -1.3%
ABBV ABBVIE INC COM USD0.01 2.2%
Value ($000) $5,422 Shares 34,019 Est. Cost $137.22 Unrealized +0.7%
DUK DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 2.1%
Value ($000) $5,252 Shares 54,442 Est. Cost $84.89 Unrealized +3.9%
CSCO CISCO SYSTEMS INC 1.9%
Value ($000) $4,761 Shares 91,086 Est. Cost $41.61 Unrealized +7.8%
AAPL APPLE INC 1.9%
Value ($000) $4,721 Shares 28,620 Est. Cost $140.75 Unrealized +3.4%
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $4,700 Shares 36,072 Est. Cost $117.65 Unrealized +8.9%
O REALTY INCOME CORP COM 1.8%
Value ($000) $4,576 Shares 72,264 Est. Cost $52.35 Unrealized +5.3%
PG PROCTER AND GAMBLE CO COM 1.8%
Value ($000) $4,471 Shares 30,070 Est. Cost $129.86 Unrealized +2.6%
AVGO BROADCOM INC COM 1.8%
Value ($000) $4,367 Shares 6,811 Est. Cost $47.79 Unrealized +20.5%
LMT LOCKHEED MARTIN CORP COM USD1.00 1.7%
Value ($000) $4,312 Shares 9,123 Est. Cost $426.55 Unrealized +1.6%
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 1.7%
Value ($000) $4,220 Shares 77,772 Est. Cost $50.33 Unrealized
SO SOUTHERN CO 1.6%
Value ($000) $4,047 Shares 58,157 Est. Cost $59.64 Unrealized +1.7%
CVX CHEVRON CORP NEW COM 1.5%
Value ($000) $3,626 Shares 22,223 Est. Cost $153.23 Unrealized -3.1%
BNS BANK OF NOVA SCOTIA COM NPV ISIN #CA0641491075 SEDOL #2076281 1.4%
Value ($000) $3,546 Shares 70,415 Est. Cost $41.95 Unrealized +4.6%
VZ VERIZON COMMUNICATIONS INC 1.4%
Value ($000) $3,458 Shares 88,904 Est. Cost $31.04 Unrealized +5.3%
ENB ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149 1.4%
Value ($000) $3,364 Shares 88,179 Est. Cost $31.90 Unrealized +1.7%
PFF ISHARES TR PFD AND INCM SEC 1.3%
Value ($000) $3,347 Shares 107,199 Est. Cost $30.53 Unrealized
JNJ JOHNSON &JOHNSON COM USD1.00 1.3%
Value ($000) $3,269 Shares 21,085 Est. Cost $157.06 Unrealized -5.8%
MCD MCDONALD S CORP 1.3%
Value ($000) $3,181 Shares 11,379 Est. Cost $245.30 Unrealized +2.1%
UNH UNITEDHEALTH GROUP INC 1.3%
Value ($000) $3,133 Shares 6,622 Est. Cost $500.41 Unrealized -8.6%
UPS UNITED PARCEL SERVICE INC CL B 1.2%
Value ($000) $3,095 Shares 15,955 Est. Cost $148.34 Unrealized +6.6%
IBM INTERNATIONAL BUS MACH CORP COM USD0.20 1.2%
Value ($000) $2,952 Shares 22,514 Est. Cost $122.87 Unrealized -1.7%
AMGN AMGEN INC 1.2%
Value ($000) $2,934 Shares 12,140 Est. Cost $242.73 Unrealized -7.7%
HANCOCK JOHN PREM DIVID FD COM SH BEN INT 1.2%
Value ($000) $2,883 Shares 232,665 Est. Cost $12.91 Unrealized
WMT WALMART INC COM 1.1%
Value ($000) $2,790 Shares 18,926 Est. Cost $45.66 Unrealized +0.3%
WM WASTE MANAGEMENT INC 1.1%
Value ($000) $2,675 Shares 16,393 Est. Cost $153.10 Unrealized -4.4%
MDT MEDTRONIC PLC 1.1%
Value ($000) $2,660 Shares 32,999 Est. Cost $73.71 Unrealized +1.1%
MSFT MICROSOFT CORP 1.0%
Value ($000) $2,565 Shares 8,892 Est. Cost $235.55 Unrealized +5.9%
TROW PRICE T ROWE GROUPS COM USD0.20 1.0%
Value ($000) $2,480 Shares 21,976 Est. Cost $97.76 Unrealized +1.8%
OHI OMEGA HEALTHCARE INVESTORS INC 0.9%
Value ($000) $2,329 Shares 84,971 Est. Cost $27.94 Unrealized
VICI VICI PPTYS INC COM 0.9%
Value ($000) $2,302 Shares 70,582 Est. Cost $27.00 Unrealized +4.1%
WPC WP CAREY INC COM 0.9%
Value ($000) $2,265 Shares 29,244 Est. Cost $78.09 Unrealized
PFE PFIZER INC 0.9%
Value ($000) $2,236 Shares 54,798 Est. Cost $40.19 Unrealized -9.1%
BMY BRISTOL-MYERS SQUIBB CO COM 0.9%
Value ($000) $2,196 Shares 31,686 Est. Cost $65.23 Unrealized -5.7%
NOC NORTHROP GRUMMAN CORP COM USD1 0.9%
Value ($000) $2,184 Shares 4,726 Est. Cost $495.16 Unrealized -10.7%
PM PHILIP MORRIS INTERNATIONAL INC COM NPV 0.9%
Value ($000) $2,178 Shares 22,385 Est. Cost $81.78 Unrealized +6.3%
KO COCA-COLA CO 0.9%
Value ($000) $2,146 Shares 34,605 Est. Cost $54.93 Unrealized +0.9%
VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF 0.9%
Value ($000) $2,129 Shares 13,834 Est. Cost $152.02 Unrealized
APD AIR PRODUCTS AND CHEMICALS INC 0.8%
Value ($000) $2,102 Shares 7,314 Est. Cost $259.49 Unrealized +4.1%
MRK MERCK &CO. INC COM 0.8%
Value ($000) $2,067 Shares 19,435 Est. Cost $92.80 Unrealized +6.3%
INTC INTEL CORP COM USD0.001 0.8%
Value ($000) $2,011 Shares 61,540 Est. Cost $26.71 Unrealized +3.1%
BIP BROOKFIELD INFRASTRUCTURE PARTN L.P 0.8%
Value ($000) $2,002 Shares 59,275 Est. Cost $31.11 Unrealized
WLKP WESTLAKE CHEM PARTNERS LP COM UNIT RP LP 0.8%
Value ($000) $1,946 Shares 88,431 Est. Cost $22.84 Unrealized
BCE BCE INC COM NEW ISIN #CA05534B7604 SEDOL #B188TH2 0.8%
Value ($000) $1,942 Shares 43,363 Est. Cost $35.48 Unrealized +1.7%
CMI CUMMINS INC 0.8%
Value ($000) $1,916 Shares 8,016 Est. Cost $221.26 Unrealized +3.0%
CVS CVS HEALTH CORPORATION COM USD0.01 0.8%
Value ($000) $1,893 Shares 25,483 Est. Cost $85.31 Unrealized -11.9%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.8%
Value ($000) $1,893 Shares 19,329 Est. Cost $87.94 Unrealized +4.9%
NTR NUTRIEN LTD COM NPV ISIN #CA67077M1086 SEDOL #BDRJLN0 0.7%
Value ($000) $1,806 Shares 24,456 Est. Cost $71.13 Unrealized -1.7%
ALL ALLSTATE CORP COM USD0.01 0.7%
Value ($000) $1,804 Shares 16,272 Est. Cost $121.39 Unrealized -2.7%
QCOM QUALCOMM INC 0.7%
Value ($000) $1,735 Shares 13,607 Est. Cost $109.12 Unrealized +6.7%
EXR EXTRA SPACE STORAGE INC 0.7%
Value ($000) $1,696 Shares 10,412 Est. Cost $138.78 Unrealized -0.4%
HD HOME DEPOT INC 0.7%
Value ($000) $1,658 Shares 5,613 Est. Cost $281.32 Unrealized +1.2%
EMR EMERSON ELECTRIC CO 0.7%
Value ($000) $1,653 Shares 18,970 Est. Cost $84.53 Unrealized -2.3%
TD TORONTO DOMINION BANK ONT COM NPV ISIN #CA8911605092 SEDOL #2897222 0.7%
Value ($000) $1,644 Shares 27,445 Est. Cost $64.60 Unrealized +0.0%
MET METLIFE INC COM USD0.01 0.6%
Value ($000) $1,576 Shares 27,188 Est. Cost $65.10 Unrealized -5.1%
BLACKROCK CORPORATE HIGH YIELD INC COM USD0.10 0.6%
Value ($000) $1,571 Shares 180,207 Est. Cost $8.74 Unrealized
TFC TRUIST FINL CORP COM 0.6%
Value ($000) $1,489 Shares 43,669 Est. Cost $37.10 Unrealized +0.5%
UNILEVER PLC SPON ADR NEW 0.6%
Value ($000) $1,475 Shares 28,400 Est. Cost $50.42 Unrealized
FDVV FIDELITY HIGH DIVIDEND ETF 0.6%
Value ($000) $1,438 Shares 37,772 Est. Cost $37.36 Unrealized
TXN TEXAS INSTRUMENTS INC COM USD1.00 0.6%
Value ($000) $1,372 Shares 7,373 Est. Cost $157.32 Unrealized +2.6%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.5%
Value ($000) $1,365 Shares 18,661 Est. Cost $73.52 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.5%
Value ($000) $1,348 Shares 14,816 Est. Cost $80.91 Unrealized +1.4%
PSX PHILLIPS 66 COM 0.5%
Value ($000) $1,170 Shares 11,540 Est. Cost $91.37 Unrealized +0.3%
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.5%
Value ($000) $1,163 Shares 17,764 Est. Cost $56.68 Unrealized
GD GENERAL DYNAMICS CORP COM USD1.00 0.5%
Value ($000) $1,163 Shares 5,094 Est. Cost $228.84 Unrealized -4.8%
PEBO PEOPLES BANCORP INC 0.5%
Value ($000) $1,155 Shares 44,853 Est. Cost $29.38 Unrealized -2.0%
DLR DIGITAL REALTY TRUST INC 0.5%
Value ($000) $1,153 Shares 11,732 Est. Cost $93.29 Unrealized +2.2%
BLACKROCK INC COM USD0.01 0.4%
Value ($000) $1,114 Shares 1,666 Est. Cost $707.56 Unrealized
PCEF INVESCO EXCH TRADED FD TR II CEF INM COMPSI 0.4%
Value ($000) $1,107 Shares 60,746 Est. Cost $18.12 Unrealized
EVRG EVERGY INC COM 0.4%
Value ($000) $1,073 Shares 17,550 Est. Cost $52.62 Unrealized +1.9%
GPC GENUINE PARTS CO COM USD1.00 0.4%
Value ($000) $1,069 Shares 6,388 Est. Cost $159.11 Unrealized -2.6%
DOW DOW INC COM 0.4%
Value ($000) $1,068 Shares 19,477 Est. Cost $40.52 Unrealized +16.7%
GS GOLDMAN SACHS GROUP INC COM USD0.01 0.4%
Value ($000) $1,023 Shares 3,128 Est. Cost $321.54 Unrealized +0.7%
IRM IRON MTN INC DEL COM 0.4%
Value ($000) $1,014 Shares 19,162 Est. Cost $45.06 Unrealized +4.8%
UNP UNION PAC CORP COM 0.4%
Value ($000) $1,008 Shares 5,010 Est. Cost $190.19 Unrealized -0.4%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $966 Shares 1,675 Est. Cost $524.96 Unrealized +6.4%
SLF SUN LIFE FINANCIAL INC COM NPV ISIN #CA8667961053 SEDOL #2566124 0.4%
Value ($000) $963 Shares 20,614 Est. Cost $46.14 Unrealized +4.3%
WTRG ESSENTIAL UTILS INC COM 0.4%
Value ($000) $934 Shares 21,393 Est. Cost $45.27 Unrealized -0.3%
NSC NORFOLK SOUTHN CORP COM 0.4%
Value ($000) $927 Shares 4,375 Est. Cost $220.43 Unrealized -1.7%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.4%
Value ($000) $922 Shares 14,998 Est. Cost $63.91 Unrealized
V VISA INC 0.3%
Value ($000) $868 Shares 3,846 Est. Cost $198.38 Unrealized +9.8%
WESTERN ASSET HIGH INCOME OPPO COM 0.3%
Value ($000) $825 Shares 216,409 Est. Cost $3.94 Unrealized
ARE ALEXANDRIA REAL ESTATE EQUITIES COM USD0.01 0.3%
Value ($000) $814 Shares 6,481 Est. Cost $123.64 Unrealized +2.1%
AMT AMERICAN TOWER CORP NEW COM 0.3%
Value ($000) $777 Shares 3,804 Est. Cost $186.80 Unrealized +1.5%
SBUX STARBUCKS CORP COM USD0.001 0.3%
Value ($000) $773 Shares 7,425 Est. Cost $87.55 Unrealized +10.9%
BAC BANK AMERICA CORP COM 0.3%
Value ($000) $751 Shares 26,246 Est. Cost $31.64 Unrealized -3.4%
RY ROYAL BANK OF CANADA MONTREAL QUE COM NPV ISIN #CA7800871021 SEDOL #2754383 0.3%
Value ($000) $737 Shares 7,707 Est. Cost $94.54 Unrealized +4.8%
AMZN AMAZON.COM INC 0.3%
Value ($000) $735 Shares 7,111 Est. Cost $98.26 Unrealized -1.7%
D DOMINION ENERGY INC COM 0.3%
Value ($000) $729 Shares 13,034 Est. Cost $52.13 Unrealized -3.0%
NEE NEXTERA ENERGY INC COM USD0.01 0.3%
Value ($000) $710 Shares 9,207 Est. Cost $73.82 Unrealized -4.3%
NUVEEN MUNICIPAL VALUE FUND INC 0.3%
Value ($000) $674 Shares 76,547 Est. Cost $8.61 Unrealized
MMM 3M CO 0.3%
Value ($000) $667 Shares 6,342 Est. Cost $90.68 Unrealized -6.4%
KLAC KLA CORP COM NEW 0.3%
Value ($000) $660 Shares 1,649 Est. Cost $337.92 Unrealized +13.4%
GLW CORNING INC 0.3%
Value ($000) $658 Shares 18,638 Est. Cost $30.39 Unrealized +5.6%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.3%
Value ($000) $654 Shares 7,162 Est. Cost $90.17 Unrealized
DE DEERE & CO 0.3%
Value ($000) $653 Shares 1,577 Est. Cost $388.70 Unrealized +2.2%
PFXF VANECK ETF TRUST PREFERRED SECURT 0.3%
Value ($000) $645 Shares 36,522 Est. Cost $16.71 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.3%
Value ($000) $644 Shares 5,501 Est. Cost $120.09 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.3%
Value ($000) $633 Shares 3,223 Est. Cost $195.00 Unrealized -1.5%
WELLS FARGO CO NEW PERP PFD CNV A 0.3%
Value ($000) $633 Shares 538 Est. Cost $1184.79 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM USD0.01 0.3%
Value ($000) $622 Shares 55,527 Est. Cost $12.47 Unrealized -2.5%
GIS GENERAL MILLS INC COM USD0.10 0.2%
Value ($000) $615 Shares 7,194 Est. Cost $72.93 Unrealized -1.3%
SIXG ETF SER SOLUTIONS DEFIANCE NEXT 0.2%
Value ($000) $611 Shares 18,615 Est. Cost $29.88 Unrealized
LKFN LAKELAND FINANCIAL CORP 0.2%
Value ($000) $609 Shares 9,714 Est. Cost $68.98 Unrealized -8.3%
BX BLACKSTONE INC 0.2%
Value ($000) $604 Shares 6,875 Est. Cost $79.27 Unrealized +2.4%
BLACKROCK RES &COMMODITIES ST SHS 0.2%
Value ($000) $583 Shares 61,097 Est. Cost $9.97 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value ($000) $554 Shares 6,696 Est. Cost $86.32 Unrealized -4.2%
ELV ELEVANCE HEALTH INC COM 0.2%
Value ($000) $527 Shares 1,146 Est. Cost $484.45 Unrealized -6.0%
XMUIX BLACKROCK MUNICIPAL INCOME FUND INC 0.2%
Value ($000) $523 Shares 44,751 Est. Cost $11.34 Unrealized
LAM RESEARCH CORP COM USD0.001 0.2%
Value ($000) $521 Shares 983 Est. Cost $452.28 Unrealized
SMG SCOTTS MIRACLE-GRO CO CL A 0.2%
Value ($000) $520 Shares 7,454 Est. Cost $47.61 Unrealized +32.2%
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.2%
Value ($000) $517 Shares 20,752 Est. Cost $24.81 Unrealized
DOUBLELINE YIELD OPPORTUNITIES COM 0.2%
Value ($000) $512 Shares 36,583 Est. Cost $13.12 Unrealized
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $511 Shares 1,839 Est. Cost $14.88 Unrealized +45.3%
MRVL MARVELL TECHNOLOGY INC COM 0.2%
Value ($000) $503 Shares 11,614 Est. Cost $40.68 Unrealized +2.4%
BRK/B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B 0.2%
Value ($000) $472 Shares 1,528 Est. Cost $298.42 Unrealized +3.3%
FLAH &CRUM TTL RTRN FND 0.2%
Value ($000) $471 Shares 32,015 Est. Cost $15.79 Unrealized
RSG REPUBLIC SERVICES INC 0.2%
Value ($000) $462 Shares 3,413 Est. Cost $128.06 Unrealized -3.9%
RGR STURM RUGER &CO INC COM 0.2%
Value ($000) $453 Shares 7,877 Est. Cost $54.37 Unrealized +2.5%
STAG STAG INDUSTRIAL INC 0.2%
Value ($000) $445 Shares 13,163 Est. Cost $33.34 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.2%
Value ($000) $434 Shares 12,596 Est. Cost $32.86 Unrealized
CBRL CRACKER BARREL OLD COUNTRY STORE INC 0.2%
Value ($000) $429 Shares 3,775 Est. Cost $91.64 Unrealized +5.6%
CSX CSX CORP COM USD1 0.2%
Value ($000) $426 Shares 14,241 Est. Cost $28.73 Unrealized +2.6%
REGL PROSHARES TR S&P MDCP 400 DIV 0.2%
Value ($000) $399 Shares 5,645 Est. Cost $71.56 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $398 Shares 5,156 Est. Cost $73.85 Unrealized -4.3%
EQIX EQUINIX INC COM 0.2%
Value ($000) $378 Shares 524 Est. Cost $578.99 Unrealized +14.4%
XLK SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS 0.2%
Value ($000) $376 Shares 2,495 Est. Cost $124.25 Unrealized
SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT 0.2%
Value ($000) $375 Shares 916 Est. Cost $396.18 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $369 Shares 3,370 Est. Cost $96.28 Unrealized +4.1%
CCI CROWN CASTLE INC COM 0.1%
Value ($000) $348 Shares 2,603 Est. Cost $114.10 Unrealized +3.0%
TDIV FIRST TR EXCHANGE TRADED FD VI NASDAQ TECH DIVID INDEX FD 0.1%
Value ($000) $344 Shares 6,357 Est. Cost $47.80 Unrealized
NUE NUCOR CORP COM USD0.40 0.1%
Value ($000) $342 Shares 2,211 Est. Cost $129.61 Unrealized +17.5%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $340 Shares 3,268 Est. Cost $94.78 Unrealized +1.1%
BA BOEING CO 0.1%
Value ($000) $333 Shares 1,564 Est. Cost $165.74 Unrealized +25.4%
BHP BHP GROUP LTD SPON ADS EACH REP 2 ORD SHS 0.1%
Value ($000) $332 Shares 5,230 Est. Cost $62.06 Unrealized
SPG SIMON PROPERTY GROUP INC 0.1%
Value ($000) $324 Shares 2,895 Est. Cost $93.62 Unrealized +8.9%
LLY ELI LILLY AND CO 0.1%
Value ($000) $323 Shares 940 Est. Cost $345.79 Unrealized -4.6%
FUTY FIDELITY MSCI UTILS INDEX ETF 0.1%
Value ($000) $320 Shares 7,303 Est. Cost $45.50 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $317 Shares 25,409 Est. Cost $12.02 Unrealized
NOW SERVICENOW INC COM USD0.001 0.1%
Value ($000) $303 Shares 653 Est. Cost $80.24 Unrealized +8.5%
YUM YUM! BRANDS INC 0.1%
Value ($000) $281 Shares 2,125 Est. Cost $114.06 Unrealized +6.7%
DOC HEALTHPEAK PROPERTIES INC COM 0.1%
Value ($000) $276 Shares 12,549 Est. Cost $20.13 Unrealized +3.0%
NI NISOURCE INC COM USD0.01 0.1%
Value ($000) $271 Shares 9,687 Est. Cost $24.53 Unrealized +1.4%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $268 Shares 1,998 Est. Cost $112.73 Unrealized +3.1%
AES AES CORP COM USD0.01 0.1%
Value ($000) $258 Shares 10,733 Est. Cost $23.57 Unrealized -5.1%
LOW LOWES COMPANIES INC COM USD0.50 0.1%
Value ($000) $258 Shares 1,292 Est. Cost $189.29 Unrealized +1.5%
NUVEEN QUALITY MUNCP INCOME FD COM 0.1%
Value ($000) $256 Shares 22,218 Est. Cost $11.80 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 0.1%
Value ($000) $248 Shares 4,082 Est. Cost $74.85 Unrealized -8.1%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $247 Shares 2,383 Est. Cost $94.32 Unrealized +1.0%
ALB ALBEMARLE CORP COM USD0.01 0.1%
Value ($000) $245 Shares 1,106 Est. Cost $254.39 Unrealized -7.3%
LDOS LEIDOS HOLDINGS INC COM 0.1%
Value ($000) $243 Shares 2,640 Est. Cost $97.95 Unrealized -4.7%
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.1%
Value ($000) $241 Shares 5,333 Est. Cost $44.84 Unrealized
COST COSTCO WHOLESALE CORP COM USD0.01 0.1%
Value ($000) $236 Shares 473 Est. Cost $469.24 Unrealized +0.4%
INVESCO MUNICIPAL INCOME OPPORTUNITIES TRUST 0.1%
Value ($000) $204 Shares 30,704 Est. Cost $6.24 Unrealized
CNI CANADIAN NATL RY CO COM ISIN #CA1363751027 SEDOL #2180632 0.1%
Value ($000) $200 Shares 1,699 Est. Cost $112.24 Unrealized -0.7%
GLD SPDR GOLD TR GOLD SHS 0.1%
Value ($000) $196 Shares 1,073 Est. Cost $171.51 Unrealized
VOO VANGUARD INDEX FUNDS S&P 500 ETF USD 0.1%
Value ($000) $193 Shares 513 Est. Cost $360.81 Unrealized
SJM SMUCKER J M CO COM NEW 0.1%
Value ($000) $184 Shares 1,172 Est. Cost $133.49 Unrealized +2.7%
FIDU FIDELITY MSCI INDL INDEX ETF 0.1%
Value ($000) $179 Shares 3,380 Est. Cost $50.72 Unrealized
HRL HORMEL FOODS CORP 0.1%
Value ($000) $175 Shares 4,393 Est. Cost $41.90 Unrealized -6.7%
FRME FIRST MERCHANTS CORP 0.1%
Value ($000) $175 Shares 5,306 Est. Cost $37.35 Unrealized -5.6%
TJX TJX COMPANIES INC 0.1%
Value ($000) $171 Shares 2,187 Est. Cost $70.72 Unrealized +7.0%
SOXX ISHARES TR ISHARES SEMICDTR 0.1%
Value ($000) $167 Shares 373 Est. Cost $350.52 Unrealized
WELL WELLTOWER INC COM 0.1%
Value ($000) $166 Shares 2,320 Est. Cost $59.74 Unrealized +13.5%
BLACKROCK MUNIYIELD QUALITY FD COM 0.1%
Value ($000) $159 Shares 14,020 Est. Cost $11.24 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 0.1%
Value ($000) $155 Shares 482 Est. Cost $270.86 Unrealized
FMAT FIDELITY MSCI MATLS INDEX ETF 0.1%
Value ($000) $153 Shares 3,355 Est. Cost $43.74 Unrealized
BLACKROCK MUNIASSETS FUND INC 0.1%
Value ($000) $145 Shares 13,791 Est. Cost $10.82 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $140 Shares 586 Est. Cost $247.85 Unrealized
EOG EOG RESOURCES INC 0.1%
Value ($000) $139 Shares 1,211 Est. Cost $117.82 Unrealized -7.2%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $139 Shares 1,368 Est. Cost $97.62 Unrealized +2.4%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $138 Shares 378 Est. Cost $326.01 Unrealized +9.6%
TSLA TESLA INC COM 0.1%
Value ($000) $137 Shares 659 Est. Cost $181.25 Unrealized -3.8%
SOFI SOFI TECHNOLOGIES INC COM 0.1%
Value ($000) $135 Shares 22,279 Est. Cost $5.15 Unrealized +17.7%
VB VANGUARD SMALL-CAP INDEX FUND 0.1%
Value ($000) $130 Shares 687 Est. Cost $183.22 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $125 Shares 544 Est. Cost $206.59 Unrealized +11.6%
USB US BANCORP 0.0%
Value ($000) $122 Shares 3,378 Est. Cost $36.71 Unrealized +5.2%
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value ($000) $119 Shares 14,527 Est. Cost $10.54 Unrealized
AXP AMERICAN EXPRESS CO COM USD0.20 0.0%
Value ($000) $118 Shares 715 Est. Cost $142.37 Unrealized +12.4%
HIW HIGHWOODS PROPERTIES INC 0.0%
Value ($000) $109 Shares 4,700 Est. Cost $24.18 Unrealized
NUVEEN PFD &INCOME SECS FD COM 0.0%
Value ($000) $107 Shares 16,624 Est. Cost $6.78 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $106 Shares 640 Est. Cost $140.92 Unrealized +5.5%
VDC VANGUARD WORLD FDS VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $106 Shares 548 Est. Cost $191.87 Unrealized
ADI ANALOG DEVICES INC COM USD0.16 2/3 0.0%
Value ($000) $105 Shares 535 Est. Cost $147.75 Unrealized +15.4%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $105 Shares 1,100 Est. Cost $48.38 Unrealized +36.2%
MOAT VANECK ETF TRUST MRNGSTR WDE MOAT 0.0%
Value ($000) $101 Shares 1,374 Est. Cost $64.89 Unrealized
CLX CLOROX CO COM USD1.00 0.0%
Value ($000) $99 Shares 624 Est. Cost $127.85 Unrealized +6.6%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $98 Shares 2,633 Est. Cost $40.83 Unrealized -0.9%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $97 Shares 967 Est. Cost $93.45 Unrealized +5.4%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $95 Shares 1,185 Est. Cost $70.25 Unrealized +6.8%
MDLZ MONDELEZ INTL INC COM NPV 0.0%
Value ($000) $95 Shares 1,368 Est. Cost $58.01 Unrealized +5.4%
BANK MONTREAL QUE MICROSECTORS US BIG OIL INDEX 3X LEVERAGED ETN NEW PUTABLE NOT RATED 03/25/2039 0.0%
Value ($000) $95 Shares 237 Est. Cost $492.28 Unrealized
CANADIAN PACIFIC RAILWAY LTD COM NPV ISIN #CA13645T1003 SEDOL #2793115 0.0%
Value ($000) $93 Shares 1,203 Est. Cost $74.61 Unrealized
BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG SHS CL A ISIN #CA11275Q1072 SEDOL #BLB7675 0.0%
Value ($000) $84 Shares 1,831 Est. Cost $40.63 Unrealized
MS MORGAN STANLEY COM USD0.01 0.0%
Value ($000) $84 Shares 959 Est. Cost $76.80 Unrealized +10.4%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $84 Shares 625 Est. Cost $135.26 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V COM EUR0.04 CLASS A 0.0%
Value ($000) $83 Shares 887 Est. Cost $66.35 Unrealized +14.9%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $79 Shares 696 Est. Cost $97.43 Unrealized
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $79 Shares 1,737 Est. Cost $41.92 Unrealized
MSEX MIDDLESEX WTR CO COM 0.0%
Value ($000) $78 Shares 994 Est. Cost $86.79 Unrealized -7.1%
NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND 0.0%
Value ($000) $77 Shares 6,040 Est. Cost $12.49 Unrealized
AMAT APPLIED MATERIALS INC COM USD0.01 0.0%
Value ($000) $77 Shares 623 Est. Cost $93.28 Unrealized +20.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $77 Shares 1,984 Est. Cost $32.51 Unrealized +5.2%
LNC LINCOLN NATIONAL CORP COM NPV 0.0%
Value ($000) $77 Shares 3,405 Est. Cost $27.32 Unrealized -9.3%
RIO RIO TINTO ADR EACH REP 1 ORD 0.0%
Value ($000) $76 Shares 1,115 Est. Cost $71.23 Unrealized
FDX FEDEX CORP COM USD0.10 0.0%
Value ($000) $76 Shares 332 Est. Cost $155.01 Unrealized +23.0%
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 0.0%
Value ($000) $75 Shares 715 Est. Cost $108.40 Unrealized
ITW ILLINOIS TOOL WORKS INC COM USD0.01 0.0%
Value ($000) $74 Shares 305 Est. Cost $197.50 Unrealized +10.2%
XLF SELECT SECTOR SPDR TR FINANCIAL 0.0%
Value ($000) $74 Shares 2,307 Est. Cost $34.19 Unrealized
FLAHERTY &CRUMRINE DYNAMIC PF SHS 0.0%
Value ($000) $69 Shares 3,822 Est. Cost $18.71 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $69 Shares 1,542 Est. Cost $35.16 Unrealized +3.2%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $67 Shares 318 Est. Cost $233.12 Unrealized -9.0%
SLV ISHARES SILVER TR ISHARES 0.0%
Value ($000) $67 Shares 3,014 Est. Cost $22.02 Unrealized
IHF ISHARES TR US HLTHCR PR ETF 0.0%
Value ($000) $64 Shares 259 Est. Cost $268.19 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $62 Shares 984 Est. Cost $50.83 Unrealized +18.8%
XMVFX BLACKROCK MUNIVEST FUND INC 0.0%
Value ($000) $62 Shares 8,990 Est. Cost $7.00 Unrealized
VGT VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $61 Shares 158 Est. Cost $319.82 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $60 Shares 648 Est. Cost $90.62 Unrealized
KR KROGER CO COM USD1.00 0.0%
Value ($000) $59 Shares 1,199 Est. Cost $42.86 Unrealized +0.1%
TECK TECK RESOURCES LTD ISIN #CA8787422044 SEDOL #2879327 0.0%
Value ($000) $59 Shares 1,609 Est. Cost $34.62 Unrealized +14.6%
NGG NATIONAL GRID SPON ADR EACH REP 5 ORD SHS POST SPLT 0.0%
Value ($000) $58 Shares 857 Est. Cost $60.43 Unrealized
KBE SPDR SER TR S&P BK ETF 0.0%
Value ($000) $57 Shares 1,550 Est. Cost $45.16 Unrealized
ITA ISHARES TR US AER DEF ETF 0.0%
Value ($000) $57 Shares 492 Est. Cost $112.02 Unrealized
IRT INDEPENDENCE REALTY TRUST INC COM USD0.01 0.0%
Value ($000) $56 Shares 3,523 Est. Cost $16.86 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $56 Shares 712 Est. Cost $68.99 Unrealized +0.5%
ARLP ALLIANCE RESOURCE PARTNERS L P UT LTD PART 0.0%
Value ($000) $55 Shares 2,707 Est. Cost $20.32 Unrealized
HON HONEYWELL INTERNATIONAL INC COM USD1 0.0%
Value ($000) $55 Shares 285 Est. Cost $178.76 Unrealized -1.2%
EXC EXELON CORP COM NPV 0.0%
Value ($000) $54 Shares 1,299 Est. Cost $35.19 Unrealized +6.3%
AFL AFLAC INC COM USD0.10 0.0%
Value ($000) $53 Shares 825 Est. Cost $62.49 Unrealized +2.8%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $52 Shares 766 Est. Cost $70.44 Unrealized
HBNC HORIZON BANCORP INC COM 0.0%
Value ($000) $51 Shares 4,639 Est. Cost $16.49 Unrealized -12.9%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $50 Shares 503 Est. Cost $109.40 Unrealized -9.1%
DRLL EA SERIES TRUST STRIVE US ENERGY 0.0%
Value ($000) $48 Shares 1,734 Est. Cost $29.10 Unrealized
EWA ISHARES INC MSCI AUST ETF 0.0%
Value ($000) $48 Shares 2,100 Est. Cost $22.23 Unrealized
PSA PUBLIC STORAGE COM USD0.10 0.0%
Value ($000) $48 Shares 159 Est. Cost $256.53 Unrealized +1.6%
ORCL ORACLE CORP 0.0%
Value ($000) $48 Shares 514 Est. Cost $73.20 Unrealized +15.8%
OZK BANK OZK LITTLE ROCK ARK COM 0.0%
Value ($000) $47 Shares 1,385 Est. Cost $37.97 Unrealized -1.5%
BLACKROCK MUNIYIELD QUALITY FUND INC 0.0%
Value ($000) $45 Shares 3,793 Est. Cost $11.60 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $44 Shares 520 Est. Cost $63.88 Unrealized +16.3%
FENY FIDELITY MSCI ENERGY INDEX ETF 0.0%
Value ($000) $41 Shares 1,826 Est. Cost $23.55 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $41 Shares 519 Est. Cost $87.71 Unrealized -9.9%
WLK WESTLAKE CORPORATION COM USD0.01 0.0%
Value ($000) $40 Shares 344 Est. Cost $98.00 Unrealized +11.6%
FLAHERTY &CRUMRINE PFD INCOME COM 0.0%
Value ($000) $40 Shares 3,761 Est. Cost $11.11 Unrealized
VFC V F CORP COM NPV 0.0%
Value ($000) $40 Shares 1,731 Est. Cost $29.39 Unrealized -10.6%
SCHP SCHWAB STRATEGIC TR US TIPS ETF 0.0%
Value ($000) $39 Shares 723 Est. Cost $51.76 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $38 Shares 966 Est. Cost $41.90 Unrealized -1.4%
HYG ISHARES TR IBOXX HI YD ETF 0.0%
Value ($000) $38 Shares 502 Est. Cost $73.64 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $37 Shares 2,941 Est. Cost $10.07 Unrealized +1.3%
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $37 Shares 174 Est. Cost $204.11 Unrealized
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT 0.0%
Value ($000) $37 Shares 3,060 Est. Cost $12.08 Unrealized
AZN ASTRAZENECA ADR REP 0.5 ORD 0.0%
Value ($000) $37 Shares 526 Est. Cost $67.81 Unrealized
FNCL FIDELITY MSCI FINLS INDEX ETF 0.0%
Value ($000) $36 Shares 802 Est. Cost $47.72 Unrealized
ROK ROCKWELL AUTOMATION INC COM USD1 0.0%
Value ($000) $36 Shares 123 Est. Cost $237.86 Unrealized +13.7%
MPC MARATHON PETROLEUM CORP COM USD0.01 0.0%
Value ($000) $36 Shares 267 Est. Cost $106.44 Unrealized +10.5%
FBIN FORTUNE BRANDS INNOVATIONS INC CO 0.0%
Value ($000) $35 Shares 600 Est. Cost $49.85 Unrealized +16.8%
AEE AMEREN CORP COM USD0.01 0.0%
Value ($000) $35 Shares 405 Est. Cost $76.15 Unrealized +2.5%
BKH BLACK HILLS CORP 0.0%
Value ($000) $35 Shares 547 Est. Cost $58.05 Unrealized -1.0%
ED CONSOLIDATED EDISON INC COM USD0.10 0.0%
Value ($000) $34 Shares 356 Est. Cost $81.67 Unrealized +3.8%
SONY SONY GROUP CORPORATION SPON ADS EACH REPR 1 ORD SHS 0.0%
Value ($000) $34 Shares 373 Est. Cost $76.21 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM USD0.10 0.0%
Value ($000) $32 Shares 142 Est. Cost $228.99 Unrealized -7.7%
WPM WHEATON PRECIOUS METALS CORP COM NPV ISIN #CA9628791027 SEDOL #BF13KN5 0.0%
Value ($000) $31 Shares 650 Est. Cost $35.08 Unrealized +21.2%
LABORATORY CORP AMER HLDGS COM USD0.1 0.0%
Value ($000) $31 Shares 134 Est. Cost $236.47 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $30 Shares 300 Est. Cost $98.31 Unrealized
BATT AMPLIFY ETF TR AMPLIFY LITHIUM 0.0%
Value ($000) $30 Shares 2,326 Est. Cost $11.71 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $30 Shares 360 Est. Cost $82.39 Unrealized
BLACKROCK ENERGY AND RESOURCES TRUST 0.0%
Value ($000) $30 Shares 2,442 Est. Cost $12.53 Unrealized
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $29 Shares 54 Est. Cost $450.98 Unrealized +13.8%
FE FIRSTENERGY CORP COM USD0.10 0.0%
Value ($000) $29 Shares 729 Est. Cost $34.36 Unrealized +4.3%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $28 Shares 345 Est. Cost $71.08 Unrealized 0.0%
POWW AMMO INC COM ISIN #US00175J1079 0.0%
Value ($000) $28 Shares 14,040 Est. Cost $2.07 Unrealized 0.0%
AMLP ALPS ETF TR ALERIAN MLP 0.0%
Value ($000) $27 Shares 710 Est. Cost $38.07 Unrealized
RUM RUMBLE INC COM CL A 0.0%
Value ($000) $27 Shares 2,720 Est. Cost $9.59 Unrealized -6.1%
ROYCE VALUE TRUST INC 0.0%
Value ($000) $27 Shares 2,000 Est. Cost $13.26 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $27 Shares 274 Est. Cost $66.01 Unrealized +23.3%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $27 Shares 769 Est. Cost $37.38 Unrealized
23ANDME HOLDING CO CLASS A COM 0.0%
Value ($000) $26 Shares 11,478 Est. Cost $2.16 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $26 Shares 73 Est. Cost $367.20 Unrealized -3.0%
FOLD AMICUS THERAPEUTICS INC 0.0%
Value ($000) $26 Shares 2,325 Est. Cost $11.26 Unrealized +9.5%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $26 Shares 195 Est. Cost $142.19 Unrealized +0.2%
C CITIGROUP INC 0.0%
Value ($000) $25 Shares 539 Est. Cost $40.56 Unrealized +9.2%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $25 Shares 88 Est. Cost $219.76 Unrealized +17.3%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $25 Shares 719 Est. Cost $32.24 Unrealized +11.9%
TOTAL ENERGIES SE 0.0%
Value ($000) $25 Shares 425 Est. Cost $62.08 Unrealized
BEP BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT 0.0%
Value ($000) $25 Shares 794 Est. Cost $25.33 Unrealized
SPHD INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 0.0%
Value ($000) $25 Shares 591 Est. Cost $43.82 Unrealized
MATTERPORT INC COM CL A 0.0%
Value ($000) $25 Shares 9,120 Est. Cost $2.80 Unrealized
BOTZ GLOBAL X FDS RBTCS ARTFL INTE 0.0%
Value ($000) $25 Shares 973 Est. Cost $20.55 Unrealized
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.0%
Value ($000) $25 Shares 677 Est. Cost $31.05 Unrealized
NEM NEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2 0.0%
Value ($000) $25 Shares 504 Est. Cost $40.82 Unrealized +9.8%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $25 Shares 198 Est. Cost $106.48 Unrealized +5.1%
FTS FORTIS INC COM ISIN #CA3495531079 SEDOL #2347200 0.0%
Value ($000) $24 Shares 573 Est. Cost $34.63 Unrealized +5.5%
PPG PPG INDUSTRIES INC COM USD1.666 0.0%
Value ($000) $24 Shares 176 Est. Cost $114.48 Unrealized +5.8%
MLM MARTIN MARIETTA MATERIALS INC COM USD0.01 0.0%
Value ($000) $24 Shares 66 Est. Cost $334.71 Unrealized +3.0%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $23 Shares 1,250 Est. Cost $13.85 Unrealized +3.5%
KMI KINDER MORGAN INC COM USD0.01 0.0%
Value ($000) $23 Shares 1,295 Est. Cost $15.18 Unrealized +0.4%
AWK AMERICAN WATER WORKS COMPANY INC COM USD0.01 0.0%
Value ($000) $22 Shares 153 Est. Cost $134.83 Unrealized +3.0%
BTI BRITISH AMERICAN TOBACCO LVL II ADR EACH REP 1 ORD GBP0.25 BNY 0.0%
Value ($000) $22 Shares 624 Est. Cost $39.88 Unrealized
META META PLATFORMS INC CLASS A COMMON STOCK 0.0%
Value ($000) $22 Shares 103 Est. Cost $116.61 Unrealized +45.0%
FAST FASTENAL COM STK USD0.01 0.0%
Value ($000) $22 Shares 401 Est. Cost $22.64 Unrealized +5.5%
GABELLI UTILITY TRUST COM USD0.001 0.0%
Value ($000) $22 Shares 3,008 Est. Cost $7.50 Unrealized
HR HEALTHCARE RLTY TR CL A COM 0.0%
Value ($000) $21 Shares 1,107 Est. Cost $19.27 Unrealized
SFL SFL CORPORATION LTD COM USD0.01 0.0%
Value ($000) $21 Shares 2,251 Est. Cost $9.79 Unrealized +0.9%
SCI SERVICE CORPORATION INTERNATIONAL COM USD1.00 0.0%
Value ($000) $21 Shares 307 Est. Cost $66.61 Unrealized +3.7%
CTOS CUSTOM TRUCK ONE SOURCE INC COM CL A 0.0%
Value ($000) $21 Shares 3,102 Est. Cost $6.49 Unrealized +7.0%
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $20 Shares 1,822 Est. Cost $11.37 Unrealized
LIT GLOBAL X LITHIUM AND BATTERY TECH ETF 0.0%
Value ($000) $20 Shares 318 Est. Cost $58.71 Unrealized
ATLANTICA SUSTAINABLE INFR PLC ISIN #GB00BLP5YB54 SEDOL #BLP5YB5 SHS 0.0%
Value ($000) $20 Shares 677 Est. Cost $25.89 Unrealized
CFR CULLEN/FROST BANKERS INC 0.0%
Value ($000) $20 Shares 190 Est. Cost $125.61 Unrealized -9.8%
NFLX NETFLIX INC 0.0%
Value ($000) $19 Shares 56 Est. Cost $28.05 Unrealized +18.0%
CTAS CINTAS CORP 0.0%
Value ($000) $19 Shares 42 Est. Cost $105.21 Unrealized +2.2%
XYL XYLEM INC COM USD0.01 0.0%
Value ($000) $19 Shares 183 Est. Cost $100.99 Unrealized -0.1%
CB CHUBB LIMITED COM NPV ISIN #CH0044328745 0.0%
Value ($000) $19 Shares 97 Est. Cost $199.95 Unrealized +1.4%
FMAO FARMERS &MERCHANTS BANCORP IN COM 0.0%
Value ($000) $19 Shares 772 Est. Cost $25.06 Unrealized -6.1%
SLB SCHLUMBERGER LIMITED COM USD0.01 0.0%
Value ($000) $19 Shares 379 Est. Cost $46.08 Unrealized +7.2%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $11.47 Unrealized +5.9%
CDNS CADENCE DESIGN SYSTEMS INC COM USD0.01 0.0%
Value ($000) $18 Shares 86 Est. Cost $159.86 Unrealized +18.3%
DMLP DORCHESTER MINERALS LP COM UNIT 0.0%
Value ($000) $18 Shares 596 Est. Cost $30.13 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $18 Shares 57 Est. Cost $263.49 Unrealized +11.5%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $18 Shares 265 Est. Cost $52.69 Unrealized +13.6%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $18 Shares 340 Est. Cost $71.85 Unrealized -2.3%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $17 Shares 464 Est. Cost $35.76 Unrealized +2.5%
TM TOYOTA MOTOR CORP ADR-EACH REP 10 ORD NPV LVL 0.0%
Value ($000) $17 Shares 119 Est. Cost $137.06 Unrealized
MKC MCCORMICK &COMPANY INC COM NPV 0.0%
Value ($000) $17 Shares 202 Est. Cost $74.83 Unrealized -4.9%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $17 Shares 221 Est. Cost $79.85 Unrealized -3.8%
SPIRE GLOBAL INC COM CL A 0.0%
Value ($000) $17 Shares 24,739 Est. Cost $0.96 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $16 Shares 125 Est. Cost $112.86 Unrealized +8.4%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $16 Shares 443 Est. Cost $29.99 Unrealized +8.4%
HSY HERSHEY COMPANY COM USD1.00 0.0%
Value ($000) $16 Shares 62 Est. Cost $212.11 Unrealized +2.4%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $16 Shares 413 Est. Cost $34.95 Unrealized
VOYA GLBL ADV &PREM OPP FD COM 0.0%
Value ($000) $15 Shares 1,800 Est. Cost $8.70 Unrealized
ITT ITT INC COM 0.0%
Value ($000) $15 Shares 176 Est. Cost $77.46 Unrealized +13.5%
WCC WESCO INTERNATIONAL INC 0.0%
Value ($000) $15 Shares 98 Est. Cost $122.63 Unrealized +18.8%
SWBI SMITH &WESSON BRANDS INC COM 0.0%
Value ($000) $15 Shares 1,220 Est. Cost $10.53 Unrealized +1.6%
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.0%
Value ($000) $15 Shares 199 Est. Cost $74.45 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM USD0.01 0.0%
Value ($000) $15 Shares 140 Est. Cost $97.14 Unrealized +3.2%
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 0.0%
Value ($000) $15 Shares 71 Est. Cost $191.62 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $15 Shares 1,125 Est. Cost $13.59 Unrealized +2.9%
EATON VANCE MUNICIPAL INCOME TRUST 0.0%
Value ($000) $14 Shares 1,426 Est. Cost $9.87 Unrealized
HANCOCK JOHN INVT TR TAX ADV GLB SH 0.0%
Value ($000) $14 Shares 2,879 Est. Cost $4.91 Unrealized
BLACKROCK MUN INCOME QUALITY T COM 0.0%
Value ($000) $14 Shares 1,231 Est. Cost $11.35 Unrealized
IYT ISHARES TR US TRSPRTION 0.0%
Value ($000) $14 Shares 61 Est. Cost $213.78 Unrealized
RCL ROYAL CARIBBEAN GROUP COM USD0.01 0.0%
Value ($000) $14 Shares 211 Est. Cost $51.52 Unrealized +25.8%
SAFT SAFETY INSURANCE GROUP INC 0.0%
Value ($000) $14 Shares 183 Est. Cost $85.02 Unrealized -4.2%
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $14 Shares 72 Est. Cost $149.35 Unrealized +12.9%
BANX ARROWMARK FINANCIAL CORP COM 0.0%
Value ($000) $14 Shares 750 Est. Cost $11.84 Unrealized +9.0%
BLMN BLOOMIN BRANDS INC COM USD0.01 0.0%
Value ($000) $13 Shares 525 Est. Cost $18.70 Unrealized +15.4%
FDL FIRST TR MORNINGSTAR DIVID LEA SHS 0.0%
Value ($000) $13 Shares 377 Est. Cost $36.54 Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $13 Shares 58 Est. Cost $210.48 Unrealized
DRIV GLOBAL X FDS AUTONMOUS EV ETF 0.0%
Value ($000) $13 Shares 556 Est. Cost $19.86 Unrealized
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $13 Shares 722 Est. Cost $15.06 Unrealized +31.5%
IBB ISHARES TR ISHARES BIOTECH 0.0%
Value ($000) $13 Shares 102 Est. Cost $131.29 Unrealized
STM STMICROELECTRONICS SPON ADR EACH REP 1 ORD SHS 0.0%
Value ($000) $13 Shares 245 Est. Cost $35.53 Unrealized
VMC VULCAN MATERIALS CO 0.0%
Value ($000) $13 Shares 75 Est. Cost $166.92 Unrealized +4.0%
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 0.0%
Value ($000) $13 Shares 92 Est. Cost $140.93 Unrealized
EG EVEREST RE GROUP LTD 0.0%
Value ($000) $13 Shares 35 Est. Cost $295.65 Unrealized +15.8%
PID INVESCO EXCHANGE TRADED FD TR INTL DIVI ACHI 0.0%
Value ($000) $12 Shares 678 Est. Cost $16.73 Unrealized
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.0%
Value ($000) $12 Shares 232 Est. Cost $51.44 Unrealized
IGHG PROSHARES TRUST INVESTMENT GRADE INTEREST RATE HEDGED 0.0%
Value ($000) $12 Shares 165 Est. Cost $71.03 Unrealized
HLNE HAMILTON LANE INC CL A 0.0%
Value ($000) $12 Shares 158 Est. Cost $69.64 Unrealized +6.1%
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETF 0.0%
Value ($000) $12 Shares 128 Est. Cost $89.30 Unrealized
PANL PANGAEA LOGISTICS SOLUTIONS LTD COM USD0.0001 0.0%
Value ($000) $12 Shares 1,976 Est. Cost $4.14 Unrealized +23.2%
LAZARD GLOBAL TOTAL RETURN &I COM 0.0%
Value ($000) $12 Shares 750 Est. Cost $14.64 Unrealized
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF 0.0%
Value ($000) $12 Shares 286 Est. Cost $38.98 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $11 Shares 75 Est. Cost $151.78 Unrealized
STRV EA SERIES TRUST STRIVE 500 ETF 0.0%
Value ($000) $11 Shares 435 Est. Cost $24.24 Unrealized
HIG HARTFORD FINANCIAL SERVICES GRP INC COM USD0.01 0.0%
Value ($000) $11 Shares 163 Est. Cost $67.68 Unrealized +3.7%
NUVEEN S&P 500 BUY-WRITE INCOM COM 0.0%
Value ($000) $11 Shares 860 Est. Cost $12.65 Unrealized
DOUBLELINE INCOME SOLUTIONS FD COM 0.0%
Value ($000) $11 Shares 973 Est. Cost $11.09 Unrealized
PROSHARES TR ULTRAPRO SHORT S 0.0%
Value ($000) $11 Shares 819 Est. Cost $16.85 Unrealized
ETR ENTERGY CORP 0.0%
Value ($000) $11 Shares 102 Est. Cost $48.86 Unrealized -2.3%
FTNT FORTINET INC COM USD0.001 0.0%
Value ($000) $11 Shares 165 Est. Cost $52.11 Unrealized +9.1%
IWF ISHARES TR RUS 1000 GRW ETF 0.0%
Value ($000) $11 Shares 44 Est. Cost $213.82 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $11 Shares 52 Est. Cost $200.68 Unrealized +2.6%
PANW PALO ALTO NETWORKS INC COM USD0.0001 0.0%
Value ($000) $11 Shares 54 Est. Cost $80.29 Unrealized +5.5%
FISV FISERV INC 0.0%
Value ($000) $11 Shares 95 Est. Cost $99.59 Unrealized +10.5%
USMV ISHARES TR MSCI USA MIN VOL 0.0%
Value ($000) $11 Shares 147 Est. Cost $72.04 Unrealized
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $11 Shares 132 Est. Cost $77.43 Unrealized
XLE SELECT SECTOR SPDR TR ENERGY 0.0%
Value ($000) $11 Shares 127 Est. Cost $87.18 Unrealized
SNSR GLOBAL X FDS INTERNET OF THNG 0.0%
Value ($000) $10 Shares 313 Est. Cost $28.89 Unrealized
LAMR LAMAR ADVERTISING CO COM USD0.001 CL A 0.0%
Value ($000) $10 Shares 104 Est. Cost $93.99 Unrealized
BND VANGUARD BD INDEX FDS TOTAL BND MRKT 0.0%
Value ($000) $10 Shares 137 Est. Cost $72.01 Unrealized
IYJ ISHARES TR US INDUSTRIALS 0.0%
Value ($000) $10 Shares 99 Est. Cost $96.36 Unrealized
FXH FIRST TR EXCHANGE TRADED FD II HEALTH CARE ALPHADEX FD ANNUAL 0.0%
Value ($000) $10 Shares 91 Est. Cost $108.97 Unrealized
SPXL DIREXION DLY S&P 500 BULL 3X 0.0%
Value ($000) $10 Shares 133 Est. Cost $62.35 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00 0.0%
Value ($000) $10 Shares 160 Est. Cost $57.70 Unrealized +5.2%
NNN NATIONAL RETAIL PROPERTIES INC COM 0.0%
Value ($000) $10 Shares 218 Est. Cost $45.72 Unrealized
KKR KKR &CO INC COM 0.0%
Value ($000) $10 Shares 183 Est. Cost $47.56 Unrealized +10.4%
VEA VANGUARD DEVELOPED MARKETS INDEX FUND ETF 0.0%
Value ($000) $10 Shares 212 Est. Cost $41.98 Unrealized
KXI ISHARES TR GLB CNSM STP ETF 0.0%
Value ($000) $9 Shares 152 Est. Cost $59.53 Unrealized
EWD ISHARES MSCI SWEDEN ETF 0.0%
Value ($000) $9 Shares 264 Est. Cost $32.33 Unrealized
PFFA ETFIS SER TR I VIRTUS INFRCAP 0.0%
Value ($000) $9 Shares 479 Est. Cost $18.17 Unrealized
ATI PHYSICAL THERAPY INC COM CL A 0.0%
Value ($000) $9 Shares 36,095 Est. Cost $0.31 Unrealized
SHYD VANECK ETF TR VANECK SHORT HIGH YIELD MUN 0.0%
Value ($000) $9 Shares 409 Est. Cost $22.25 Unrealized
FDHY FIDELITY HIGH YIELD FACTOR ETF 0.0%
Value ($000) $9 Shares 193 Est. Cost $46.58 Unrealized
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BD ETF 0.0%
Value ($000) $9 Shares 188 Est. Cost $47.81 Unrealized
TCPC BLACKROCK TCP CAPITAL CORP COM 0.0%
Value ($000) $9 Shares 875 Est. Cost $12.47 Unrealized -3.0%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $9 Shares 474 Est. Cost $18.93 Unrealized +0.6%
FMHI FIRST TR EXCHANGE-TRADED FD III MUNICIPAL HIGH INCOME ETF 0.0%
Value ($000) $9 Shares 188 Est. Cost $46.18 Unrealized
EC ECOPETROL S A SPONSORED ADS ISIN #US2791581091 SEDOL #B55ZBS9 0.0%
Value ($000) $9 Shares 809 Est. Cost $10.47 Unrealized
TRP TC ENERGY CORPORATION COM NPV ISIN #CA87807B1076 SEDOL #BJMY6G0 0.0%
Value ($000) $8 Shares 214 Est. Cost $36.81 Unrealized -4.7%
PROSHARES TR ULTRAPRO SHT QQQ 0.0%
Value ($000) $8 Shares 280 Est. Cost $53.95 Unrealized
OBDC OWL ROCK CAPITAL CORPORATION COM 0.0%
Value ($000) $8 Shares 650 Est. Cost $8.27 Unrealized +10.7%
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $8 Shares 43 Est. Cost $182.59 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY 0.0%
Value ($000) $8 Shares 173 Est. Cost $44.01 Unrealized
EXP EAGLE MATLS INC COM 0.0%
Value ($000) $8 Shares 55 Est. Cost $139.76 Unrealized 0.0%
LIBERTY ALL-STAR EQUITY FUND 0.0%
Value ($000) $8 Shares 1,275 Est. Cost $5.70 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $8 Shares 29 Est. Cost $281.87 Unrealized
LIN LINDE PLC COM EUR0.001 0.0%
Value ($000) $8 Shares 22 Est. Cost $322.30 Unrealized 0.0%
VYMI VANGUARD WHITEHALL FDS INTL HIGH ETF 0.0%
Value ($000) $7 Shares 119 Est. Cost $59.72 Unrealized
CMCSA COMCAST CORP 0.0%
Value ($000) $7 Shares 190 Est. Cost $30.06 Unrealized +15.2%
BSM BLACK STONE MINERALS L P COM UNIT 0.0%
Value ($000) $7 Shares 448 Est. Cost $16.84 Unrealized
LQDI ISHARES U S ETF TR INFLATION HEDG 0.0%
Value ($000) $7 Shares 267 Est. Cost $25.08 Unrealized
AES CORP UNIT 02/15/24 0.0%
Value ($000) $7 Shares 78 Est. Cost $102.26 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $7 Shares 102 Est. Cost $60.65 Unrealized +1.7%
PEY INVESCO EXCHANGE TRADED FD TR HIG YLD EQ DIV 0.0%
Value ($000) $7 Shares 332 Est. Cost $20.71 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $7 Shares 17 Est. Cost $319.83 Unrealized +11.1%
XLRE SELECT SECTOR SPDR TR RL EST SEL SEC 0.0%
Value ($000) $6 Shares 171 Est. Cost $36.88 Unrealized
DJT DIGITAL WORLD ACQUISITION CORP CLASS A COM 0.0%
Value ($000) $6 Shares 450 Est. Cost $19.53 Unrealized -24.0%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $6 Shares 45 Est. Cost $114.07 Unrealized +7.8%
VDE VANGUARD ENERGY INDEX FUND 0.0%
Value ($000) $6 Shares 55 Est. Cost $121.63 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $6 Shares 25 Est. Cost $240.04 Unrealized
IDRV ISHARES TR SELF DRIVNG EV 0.0%
Value ($000) $6 Shares 161 Est. Cost $33.77 Unrealized
LEG LEGGETT &PLATT INC COM USD0.01 0.0%
Value ($000) $6 Shares 194 Est. Cost $33.67 Unrealized -0.0%
FFTY INNOVATOR ETFS TR IBD 50 ETF 0.0%
Value ($000) $6 Shares 260 Est. Cost $21.85 Unrealized
NHI NATIONAL HEALTH INVESTORS INC 0.0%
Value ($000) $6 Shares 118 Est. Cost $52.27 Unrealized
KBWB INVESCO EXCH TRADED FD TR II KBW BK ETF 0.0%
Value ($000) $6 Shares 144 Est. Cost $51.47 Unrealized
ALNT ALLIED MOTION TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 153 Est. Cost $39.15 Unrealized 0.0%
RSPH INVESCO EXCHANGE TRADED FD TR S&P500 EQL HLT 0.0%
Value ($000) $6 Shares 20 Est. Cost $290.00 Unrealized
IAU ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6 0.0%
Value ($000) $6 Shares 155 Est. Cost $34.59 Unrealized
BMO BANK OF MONTREAL COM NPV ISIN #CA0636711016 SEDOL #2076009 0.0%
Value ($000) $5 Shares 60 Est. Cost $80.96 Unrealized +3.6%
IYK ISHARES TR US CONSM STAPLES 0.0%
Value ($000) $5 Shares 26 Est. Cost $202.77 Unrealized
CBT CABOT CORP 0.0%
Value ($000) $5 Shares 67 Est. Cost $65.41 Unrealized +7.9%
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value ($000) $5 Shares 65 Est. Cost $82.77 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $5 Shares 81 Est. Cost $59.16 Unrealized 0.0%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $104.52 Unrealized
PINS PINTEREST INC CL A 0.0%
Value ($000) $5 Shares 184 Est. Cost $23.85 Unrealized +8.6%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $5 Shares 320 Est. Cost $29.44 Unrealized -42.6%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $5 Shares 69 Est. Cost $68.49 Unrealized
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value ($000) $5 Shares 600 Est. Cost $8.19 Unrealized +7.7%
NG NOVAGOLD RES INC COM NEW ISIN #CA66987E2069 SEDOL #2135450 0.0%
Value ($000) $5 Shares 770 Est. Cost $5.33 Unrealized +14.2%
PGX INVESCO EXCH TRADED FD TR II PFD ETF 0.0%
Value ($000) $5 Shares 417 Est. Cost $11.18 Unrealized
XBNYX BLACKROCK N Y MUN INCOME TRUST SH BEN INT 0.0%
Value ($000) $5 Shares 439 Est. Cost $10.07 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $5 Shares 26 Est. Cost $174.51 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF 0.0%
Value ($000) $5 Shares 106 Est. Cost $38.76 Unrealized
PUTNAM MANAGED MUN INCOME TR COM 0.0%
Value ($000) $5 Shares 739 Est. Cost $6.28 Unrealized
DWS MUN INCOME TR COM 0.0%
Value ($000) $5 Shares 506 Est. Cost $8.61 Unrealized
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $4 Shares 52 Est. Cost $76.77 Unrealized
ANGL VANECK ETF TR FALLEN ANGEL HIGH YLD BD EFT 0.0%
Value ($000) $4 Shares 159 Est. Cost $27.07 Unrealized
PSLV SPROTT PHYSICAL SILVER TRUST TRUST UNIT ISIN #CA85207K1075 SEDOL #B5THDS5 0.0%
Value ($000) $4 Shares 522 Est. Cost $8.24 Unrealized
PROSHARES TR II ULTRA BLOOMBERG 0.0%
Value ($000) $4 Shares 1,198 Est. Cost $8.32 Unrealized
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD 0.0%
Value ($000) $4 Shares 33 Est. Cost $124.78 Unrealized +2.0%
CATALENT INC COM 0.0%
Value ($000) $4 Shares 64 Est. Cost $54.70 Unrealized
FIVE FIVE BELOW INC 0.0%
Value ($000) $4 Shares 20 Est. Cost $157.26 Unrealized +25.2%
PIMCO DYNAMIC INCOME FD COM USD0.00001 0.0%
Value ($000) $4 Shares 228 Est. Cost $18.45 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $4 Shares 34 Est. Cost $81.80 Unrealized +23.5%
ANEW PROSHARES TR MSCI TRANFRMTNAL 0.0%
Value ($000) $4 Shares 109 Est. Cost $31.40 Unrealized
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $4 Shares 314 Est. Cost $12.16 Unrealized
CALM CAL MAINE FOODS INC COM NEW 0.0%
Value ($000) $4 Shares 60 Est. Cost $45.61 Unrealized 0.0%
MLPA GLOBAL X FDS GLBL X MLP ETF 0.0%
Value ($000) $3 Shares 82 Est. Cost $41.32 Unrealized
ARKK ARK ETF TR INNOVATION ETF 0.0%
Value ($000) $3 Shares 81 Est. Cost $31.16 Unrealized
BLACKROCK ENHANCED EQUITY DIVI COM 0.0%
Value ($000) $3 Shares 378 Est. Cost $9.00 Unrealized
MP MP MATERIALS CORP COM CL A 0.0%
Value ($000) $3 Shares 105 Est. Cost $30.30 Unrealized -0.2%
METV LISTED FUND TRUST ROUNDHILL BALL METAVERSE ETF USD 0.0%
Value ($000) $3 Shares 316 Est. Cost $7.19 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $3 Shares 43 Est. Cost $58.07 Unrealized
PCRX PACIRA BIOSCIENCES INC COM 0.0%
Value ($000) $3 Shares 70 Est. Cost $48.65 Unrealized -18.2%
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value ($000) $3 Shares 33 Est. Cost $87.85 Unrealized
IYR ISHARES U S REAL ESTATE ETF 0.0%
Value ($000) $3 Shares 33 Est. Cost $83.33 Unrealized
BARRICK GOLD CORPORATION COM NPV ISIN #CA0679011084 SEDOL #2024644 0.0%
Value ($000) $2 Shares 134 Est. Cost $17.19 Unrealized
XXINSIXX INSIGHT SELECT INCOME FD COM 0.0%
Value ($000) $2 Shares 137 Est. Cost $15.11 Unrealized
DEEP ETF SER SOLUTIONS ROUNDHILL ACQUI 0.0%
Value ($000) $2 Shares 66 Est. Cost $30.12 Unrealized
AG FIRST MAJESTIC SILVER CORP COM NPV ISIN #CA32076V1031 SEDOL #2833583 0.0%
Value ($000) $2 Shares 277 Est. Cost $8.65 Unrealized -15.6%
SPXC SPX TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $65.65 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC USD0.01 A 0.0%
Value ($000) $1 Shares 71 Est. Cost $18.93 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $40.58 Unrealized +18.1%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $1 Shares 3 Est. Cost $412.67 Unrealized
IPO RENAISSANCE IPO ETF 0.0%
Value ($000) $1 Shares 42 Est. Cost $24.71 Unrealized
VV VANGUARD LARGE-CAP INDEX FUND 0.0%
Value ($000) $1 Shares 6 Est. Cost $175.03 Unrealized
NEO NEOGENOMICS INC 0.0%
Value ($000) $1 Shares 64 Est. Cost $9.32 Unrealized +52.8%
AA ALCOA CORP COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $41.94 Unrealized +10.9%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 214 Est. Cost $5.83 Unrealized
CYXTERA TECHNOLOGIES INC COM CL A 0.0%
Value ($000) $1 Shares 1,754 Est. Cost $1.92 Unrealized
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $9.54 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $97.72 Unrealized -8.3%
IRBTQ IROBOT CORP 0.0%
Value ($000) $0 Shares 9 Est. Cost $52.85 Unrealized -16.2%
SPLUNK INC COM USD0.001 0.0%
Value ($000) $0 Shares 3 Est. Cost $83.33 Unrealized
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $31.30 Unrealized +0.5%
STZ CONSTELLATION BRANDS INC COM USD0.01 CLASS A 0.0%
Value ($000) $0 Shares 1 Est. Cost $226.15 Unrealized -6.7%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $0 Shares 1 Est. Cost $128.94 Unrealized
CANOPY GROWTH CORPORATION COM NPV ISIN #CA1380351009 SEDOL #BYTN3W0 0.0%
Value ($000) $0 Shares 48 Est. Cost $2.31 Unrealized
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $19.32 Unrealized -12.9%
BK BANK OF NEW YORK MELLON CORP COM USD0.01 0.0%
Value ($000) $0 Shares 1 Est. Cost $39.25 Unrealized +14.0%