Pathway Financial Advisers, LLC Diversified Active

CIK: 0002024152 · Show all filings

Period: Q4 2022 (Next →)

Filing Date: Jul 19, 2024

Total Value ($000): $246,690 (100.0% shares, 0.0% debt)

Holdings (563)

ABBV ABBVIE INC COM USD0.01 2.5%
Value ($000) $6,165 Shares 38,145 Est. Cost $137.22 Unrealized 0.0%
STLD STEEL DYNAMICS INC 2.3%
Value ($000) $5,767 Shares 59,020 Est. Cost $91.75 Unrealized 0.0%
PEP PEPSICO INC 2.3%
Value ($000) $5,755 Shares 31,845 Est. Cost $160.89 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L P COM 2.3%
Value ($000) $5,733 Shares 237,697 Est. Cost $24.12 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 2.2%
Value ($000) $5,475 Shares 53,176 Est. Cost $84.81 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP COM USD1.00 2.2%
Value ($000) $5,463 Shares 11,229 Est. Cost $426.55 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 2.0%
Value ($000) $4,847 Shares 36,141 Est. Cost $117.65 Unrealized 0.0%
CVX CHEVRON CORP NEW COM 1.9%
Value ($000) $4,616 Shares 25,717 Est. Cost $153.23 Unrealized 0.0%
PG PROCTER AND GAMBLE CO COM 1.8%
Value ($000) $4,467 Shares 29,471 Est. Cost $129.79 Unrealized 0.0%
O REALTY INCOME CORP COM 1.8%
Value ($000) $4,393 Shares 69,261 Est. Cost $52.23 Unrealized 0.0%
CSCO CISCO SYSTEMS INC 1.7%
Value ($000) $4,155 Shares 87,213 Est. Cost $41.47 Unrealized 0.0%
SO SOUTHERN CO 1.6%
Value ($000) $4,060 Shares 56,850 Est. Cost $59.62 Unrealized 0.0%
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 1.5%
Value ($000) $3,782 Shares 75,331 Est. Cost $50.21 Unrealized
AVGO BROADCOM INC COM 1.5%
Value ($000) $3,741 Shares 6,688 Est. Cost $47.61 Unrealized 0.0%
JNJ JOHNSON &JOHNSON COM USD1.00 1.5%
Value ($000) $3,738 Shares 21,156 Est. Cost $157.06 Unrealized 0.0%
AAPL APPLE INC 1.5%
Value ($000) $3,681 Shares 28,324 Est. Cost $140.70 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $3,546 Shares 6,687 Est. Cost $500.41 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP COM USD1 1.3%
Value ($000) $3,304 Shares 6,055 Est. Cost $495.16 Unrealized 0.0%
PFF ISHARES TR PFD AND INCM SEC 1.3%
Value ($000) $3,243 Shares 106,213 Est. Cost $30.53 Unrealized
AMGN AMGEN INC 1.3%
Value ($000) $3,194 Shares 12,162 Est. Cost $242.73 Unrealized 0.0%
ENB ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149 1.3%
Value ($000) $3,117 Shares 79,721 Est. Cost $31.84 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 1.2%
Value ($000) $2,998 Shares 76,094 Est. Cost $30.76 Unrealized 0.0%
MCD MCDONALD S CORP 1.2%
Value ($000) $2,966 Shares 11,259 Est. Cost $245.25 Unrealized 0.0%
PFE PFIZER INC 1.2%
Value ($000) $2,928 Shares 57,152 Est. Cost $40.19 Unrealized 0.0%
IBM INTERNATIONAL BUS MACH CORP COM USD0.20 1.2%
Value ($000) $2,922 Shares 20,743 Est. Cost $123.05 Unrealized 0.0%
HANCOCK JOHN PREM DIVID FD COM SH BEN INT 1.1%
Value ($000) $2,834 Shares 219,000 Est. Cost $12.94 Unrealized
BNS BANK OF NOVA SCOTIA COM NPV ISIN #CA0641491075 SEDOL #2076281 1.1%
Value ($000) $2,829 Shares 57,750 Est. Cost $41.52 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 1.1%
Value ($000) $2,687 Shares 15,459 Est. Cost $148.03 Unrealized 0.0%
WMT WALMART INC COM 1.1%
Value ($000) $2,660 Shares 18,759 Est. Cost $45.66 Unrealized 0.0%
WM WASTE MANAGEMENT INC 1.0%
Value ($000) $2,544 Shares 16,214 Est. Cost $153.18 Unrealized 0.0%
MRK MERCK &CO. INC COM 1.0%
Value ($000) $2,395 Shares 21,582 Est. Cost $92.80 Unrealized 0.0%
OHI OMEGA HEALTHCARE INVESTORS INC 0.9%
Value ($000) $2,341 Shares 83,745 Est. Cost $27.95 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.9%
Value ($000) $2,280 Shares 31,684 Est. Cost $65.23 Unrealized 0.0%
APD AIR PRODUCTS AND CHEMICALS INC 0.9%
Value ($000) $2,239 Shares 7,260 Est. Cost $259.49 Unrealized 0.0%
CVS CVS HEALTH CORPORATION COM USD0.01 0.9%
Value ($000) $2,236 Shares 24,001 Est. Cost $85.94 Unrealized 0.0%
VICI VICI PPTYS INC COM 0.9%
Value ($000) $2,229 Shares 68,811 Est. Cost $26.97 Unrealized 0.0%
ALL ALLSTATE CORP COM USD0.01 0.9%
Value ($000) $2,183 Shares 16,101 Est. Cost $121.42 Unrealized 0.0%
KO COCA-COLA CO 0.9%
Value ($000) $2,159 Shares 33,942 Est. Cost $54.92 Unrealized 0.0%
WPC WP CAREY INC COM 0.9%
Value ($000) $2,135 Shares 27,323 Est. Cost $78.14 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC COM NPV 0.8%
Value ($000) $2,073 Shares 20,481 Est. Cost $81.30 Unrealized 0.0%
TROW PRICE T ROWE GROUPS COM USD0.20 0.8%
Value ($000) $2,040 Shares 18,704 Est. Cost $97.46 Unrealized 0.0%
MET METLIFE INC COM USD0.01 0.8%
Value ($000) $1,985 Shares 27,433 Est. Cost $65.10 Unrealized 0.0%
EMR EMERSON ELECTRIC CO 0.8%
Value ($000) $1,958 Shares 20,389 Est. Cost $84.53 Unrealized 0.0%
MDT MEDTRONIC PLC 0.8%
Value ($000) $1,952 Shares 25,117 Est. Cost $73.46 Unrealized 0.0%
MSFT MICROSOFT CORP 0.8%
Value ($000) $1,927 Shares 8,029 Est. Cost $234.05 Unrealized 0.0%
NTR NUTRIEN LTD COM NPV ISIN #CA67077M1086 SEDOL #BDRJLN0 0.8%
Value ($000) $1,919 Shares 26,279 Est. Cost $71.13 Unrealized 0.0%
VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF 0.8%
Value ($000) $1,905 Shares 12,550 Est. Cost $151.82 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.7%
Value ($000) $1,828 Shares 18,117 Est. Cost $87.65 Unrealized 0.0%
CMI CUMMINS INC 0.7%
Value ($000) $1,812 Shares 7,479 Est. Cost $220.78 Unrealized 0.0%
BIP BROOKFIELD INFRASTRUCTURE PARTN L.P 0.7%
Value ($000) $1,755 Shares 56,646 Est. Cost $30.99 Unrealized
TD TORONTO DOMINION BANK ONT COM NPV ISIN #CA8911605092 SEDOL #2897222 0.7%
Value ($000) $1,730 Shares 26,706 Est. Cost $64.60 Unrealized 0.0%
HD HOME DEPOT INC 0.7%
Value ($000) $1,705 Shares 5,396 Est. Cost $281.19 Unrealized 0.0%
TFC TRUIST FINL CORP COM 0.7%
Value ($000) $1,702 Shares 39,538 Est. Cost $37.08 Unrealized 0.0%
BCE BCE INC COM NEW ISIN #CA05534B7604 SEDOL #B188TH2 0.7%
Value ($000) $1,681 Shares 38,243 Est. Cost $35.41 Unrealized 0.0%
BLACKROCK CORPORATE HIGH YIELD INC COM USD0.10 0.6%
Value ($000) $1,540 Shares 176,193 Est. Cost $8.74 Unrealized
INTC INTEL CORP COM USD0.001 0.6%
Value ($000) $1,517 Shares 57,401 Est. Cost $26.65 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP COM 0.6%
Value ($000) $1,483 Shares 6,017 Est. Cost $220.43 Unrealized 0.0%
QCOM QUALCOMM INC 0.6%
Value ($000) $1,443 Shares 13,118 Est. Cost $108.85 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC COM 0.6%
Value ($000) $1,409 Shares 14,848 Est. Cost $80.91 Unrealized 0.0%
GPC GENUINE PARTS CO COM USD1.00 0.6%
Value ($000) $1,396 Shares 8,043 Est. Cost $159.11 Unrealized 0.0%
UNILEVER PLC SPON ADR NEW 0.6%
Value ($000) $1,375 Shares 27,311 Est. Cost $50.36 Unrealized
GD GENERAL DYNAMICS CORP COM USD1.00 0.6%
Value ($000) $1,369 Shares 5,519 Est. Cost $228.84 Unrealized 0.0%
FDVV FIDELITY HIGH DIVIDEND ETF 0.5%
Value ($000) $1,304 Shares 34,959 Est. Cost $37.30 Unrealized
STORE CAP CORP COM 0.5%
Value ($000) $1,241 Shares 38,702 Est. Cost $32.06 Unrealized
BLACKROCK INC COM USD0.01 0.5%
Value ($000) $1,218 Shares 1,721 Est. Cost $707.56 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.5%
Value ($000) $1,217 Shares 8,966 Est. Cost $112.73 Unrealized 0.0%
PEBO PEOPLES BANCORP INC 0.5%
Value ($000) $1,202 Shares 42,567 Est. Cost $29.41 Unrealized 0.0%
PSX PHILLIPS 66 COM 0.5%
Value ($000) $1,199 Shares 11,516 Est. Cost $91.37 Unrealized 0.0%
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.5%
Value ($000) $1,183 Shares 20,873 Est. Cost $56.68 Unrealized
WLKP WESTLAKE CHEM PARTNERS LP COM UNIT RP LP 0.5%
Value ($000) $1,154 Shares 49,109 Est. Cost $23.50 Unrealized
PCEF INVESCO EXCH TRADED FD TR II CEF INM COMPSI 0.4%
Value ($000) $1,088 Shares 60,018 Est. Cost $18.12 Unrealized
GS GOLDMAN SACHS GROUP INC COM USD0.01 0.4%
Value ($000) $1,066 Shares 3,106 Est. Cost $321.54 Unrealized 0.0%
UNP UNION PAC CORP COM 0.4%
Value ($000) $1,036 Shares 5,002 Est. Cost $190.19 Unrealized 0.0%
WTRG ESSENTIAL UTILS INC COM 0.4%
Value ($000) $1,017 Shares 21,301 Est. Cost $45.27 Unrealized 0.0%
EVRG EVERGY INC COM 0.4%
Value ($000) $994 Shares 15,799 Est. Cost $52.51 Unrealized 0.0%
DOW DOW INC COM 0.4%
Value ($000) $973 Shares 19,318 Est. Cost $40.52 Unrealized 0.0%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.4%
Value ($000) $938 Shares 14,657 Est. Cost $63.97 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $923 Shares 1,676 Est. Cost $524.96 Unrealized 0.0%
IRM IRON MTN INC DEL COM 0.4%
Value ($000) $920 Shares 18,454 Est. Cost $44.98 Unrealized 0.0%
GIS GENERAL MILLS INC COM USD0.10 0.3%
Value ($000) $842 Shares 10,047 Est. Cost $72.93 Unrealized 0.0%
BAC BANK AMERICA CORP COM 0.3%
Value ($000) $816 Shares 24,648 Est. Cost $31.71 Unrealized 0.0%
ARE ALEXANDRIA REAL ESTATE EQUITIES COM USD0.01 0.3%
Value ($000) $815 Shares 5,593 Est. Cost $123.22 Unrealized 0.0%
EXR EXTRA SPACE STORAGE INC 0.3%
Value ($000) $813 Shares 5,525 Est. Cost $139.23 Unrealized 0.0%
WESTERN ASSET HIGH INCOME OPPO COM 0.3%
Value ($000) $808 Shares 204,580 Est. Cost $3.95 Unrealized
CLX CLOROX CO COM USD1.00 0.3%
Value ($000) $805 Shares 5,738 Est. Cost $127.85 Unrealized 0.0%
MMM 3M CO 0.3%
Value ($000) $781 Shares 6,509 Est. Cost $90.68 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW COM 0.3%
Value ($000) $779 Shares 3,682 Est. Cost $186.71 Unrealized 0.0%
NEE NEXTERA ENERGY INC COM USD0.01 0.3%
Value ($000) $766 Shares 9,167 Est. Cost $73.82 Unrealized 0.0%
SBUX STARBUCKS CORP COM USD0.001 0.3%
Value ($000) $747 Shares 7,530 Est. Cost $87.55 Unrealized 0.0%
V VISA INC 0.3%
Value ($000) $746 Shares 3,588 Est. Cost $196.98 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC COM USD0.01 0.3%
Value ($000) $714 Shares 50,666 Est. Cost $12.50 Unrealized 0.0%
LKFN LAKELAND FINANCIAL CORP 0.3%
Value ($000) $709 Shares 9,712 Est. Cost $68.98 Unrealized 0.0%
RY ROYAL BANK OF CANADA MONTREAL QUE COM NPV ISIN #CA7800871021 SEDOL #2754383 0.3%
Value ($000) $703 Shares 7,472 Est. Cost $94.40 Unrealized 0.0%
PFXF VANECK ETF TRUST PREFERRED SECURT 0.3%
Value ($000) $696 Shares 41,619 Est. Cost $16.71 Unrealized
DE DEERE & CO 0.3%
Value ($000) $673 Shares 1,566 Est. Cost $388.70 Unrealized 0.0%
AES AES CORP COM USD0.01 0.3%
Value ($000) $649 Shares 22,554 Est. Cost $23.57 Unrealized 0.0%
KLAC KLA CORP COM NEW 0.3%
Value ($000) $623 Shares 1,651 Est. Cost $337.92 Unrealized 0.0%
WELLS FARGO CO NEW PERP PFD CNV A 0.3%
Value ($000) $622 Shares 525 Est. Cost $1185.00 Unrealized
BLACKROCK RES &COMMODITIES ST SHS 0.3%
Value ($000) $620 Shares 62,159 Est. Cost $9.97 Unrealized
NUVEEN MUNICIPAL VALUE FUND INC 0.2%
Value ($000) $612 Shares 71,135 Est. Cost $8.60 Unrealized
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $609 Shares 5,545 Est. Cost $97.62 Unrealized 0.0%
ELV ELEVANCE HEALTH INC COM 0.2%
Value ($000) $608 Shares 1,184 Est. Cost $484.45 Unrealized 0.0%
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value ($000) $602 Shares 6,050 Est. Cost $86.71 Unrealized 0.0%
SIXG ETF SER SOLUTIONS DEFIANCE NEXT 0.2%
Value ($000) $589 Shares 19,715 Est. Cost $29.88 Unrealized
DLR DIGITAL REALTY TRUST INC 0.2%
Value ($000) $588 Shares 5,865 Est. Cost $91.24 Unrealized 0.0%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.2%
Value ($000) $577 Shares 6,408 Est. Cost $90.03 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $573 Shares 4,750 Est. Cost $120.56 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V COM EUR0.04 CLASS A 0.2%
Value ($000) $544 Shares 6,550 Est. Cost $66.35 Unrealized 0.0%
TXN TEXAS INSTRUMENTS INC COM USD1.00 0.2%
Value ($000) $520 Shares 3,147 Est. Cost $151.91 Unrealized 0.0%
FLAH &CRUM TTL RTRN FND 0.2%
Value ($000) $516 Shares 32,648 Est. Cost $15.79 Unrealized
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.2%
Value ($000) $513 Shares 20,667 Est. Cost $24.81 Unrealized
SLF SUN LIFE FINANCIAL INC COM NPV ISIN #CA8667961053 SEDOL #2566124 0.2%
Value ($000) $491 Shares 10,584 Est. Cost $44.25 Unrealized 0.0%
XMUIX BLACKROCK MUNICIPAL INCOME FUND INC 0.2%
Value ($000) $489 Shares 43,168 Est. Cost $11.33 Unrealized
DOUBLELINE YIELD OPPORTUNITIES COM 0.2%
Value ($000) $488 Shares 37,189 Est. Cost $13.12 Unrealized
XLK SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS 0.2%
Value ($000) $468 Shares 3,763 Est. Cost $124.25 Unrealized
NUE NUCOR CORP COM USD0.40 0.2%
Value ($000) $459 Shares 3,484 Est. Cost $129.61 Unrealized 0.0%
AMZN AMAZON.COM INC 0.2%
Value ($000) $453 Shares 5,399 Est. Cost $98.78 Unrealized 0.0%
CSX CSX CORP COM USD1 0.2%
Value ($000) $445 Shares 14,371 Est. Cost $28.73 Unrealized 0.0%
LLY ELI LILLY AND CO 0.2%
Value ($000) $436 Shares 1,190 Est. Cost $345.79 Unrealized 0.0%
GLW CORNING INC 0.2%
Value ($000) $428 Shares 13,411 Est. Cost $29.73 Unrealized 0.0%
RSG REPUBLIC SERVICES INC 0.2%
Value ($000) $423 Shares 3,284 Est. Cost $128.26 Unrealized 0.0%
USB US BANCORP 0.2%
Value ($000) $415 Shares 9,505 Est. Cost $36.71 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B 0.2%
Value ($000) $411 Shares 1,332 Est. Cost $296.98 Unrealized 0.0%
MPLX MPLX LP COM UNIT REP LTD 0.2%
Value ($000) $409 Shares 12,441 Est. Cost $32.84 Unrealized
D DOMINION ENERGY INC COM 0.2%
Value ($000) $403 Shares 6,572 Est. Cost $53.65 Unrealized 0.0%
REGL PROSHARES TR S&P MDCP 400 DIV 0.2%
Value ($000) $397 Shares 5,544 Est. Cost $71.58 Unrealized
RGR STURM RUGER &CO INC COM 0.2%
Value ($000) $393 Shares 7,756 Est. Cost $54.35 Unrealized 0.0%
SYY SYSCO CORP 0.2%
Value ($000) $386 Shares 5,053 Est. Cost $73.92 Unrealized 0.0%
BX BLACKSTONE INC 0.2%
Value ($000) $382 Shares 5,142 Est. Cost $78.64 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $371 Shares 3,364 Est. Cost $96.28 Unrealized 0.0%
EQIX EQUINIX INC COM 0.1%
Value ($000) $342 Shares 523 Est. Cost $578.99 Unrealized 0.0%
BHP BHP GROUP LTD SPON ADS EACH REP 2 ORD SHS 0.1%
Value ($000) $341 Shares 5,491 Est. Cost $62.06 Unrealized
SPG SIMON PROPERTY GROUP INC 0.1%
Value ($000) $334 Shares 2,846 Est. Cost $93.48 Unrealized 0.0%
FUTY FIDELITY MSCI UTILS INDEX ETF 0.1%
Value ($000) $321 Shares 7,038 Est. Cost $45.56 Unrealized
CBRL CRACKER BARREL OLD COUNTRY STORE INC 0.1%
Value ($000) $318 Shares 3,363 Est. Cost $91.01 Unrealized 0.0%
CCI CROWN CASTLE INC COM 0.1%
Value ($000) $313 Shares 2,308 Est. Cost $113.66 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC COM 0.1%
Value ($000) $310 Shares 8,375 Est. Cost $40.30 Unrealized 0.0%
TDIV FIRST TR EXCHANGE TRADED FD VI NASDAQ TECH DIVID INDEX FD 0.1%
Value ($000) $308 Shares 6,448 Est. Cost $47.80 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.1%
Value ($000) $307 Shares 12,245 Est. Cost $20.11 Unrealized 0.0%
LAM RESEARCH CORP COM USD0.001 0.1%
Value ($000) $292 Shares 696 Est. Cost $420.05 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 0.1%
Value ($000) $284 Shares 4,053 Est. Cost $74.85 Unrealized 0.0%
SMG SCOTTS MIRACLE-GRO CO CL A 0.1%
Value ($000) $284 Shares 5,841 Est. Cost $43.38 Unrealized 0.0%
BA BOEING CO COM USD5.00 0.1%
Value ($000) $284 Shares 1,487 Est. Cost $163.57 Unrealized 0.0%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $276 Shares 3,115 Est. Cost $94.73 Unrealized 0.0%
YUM YUM! BRANDS INC 0.1%
Value ($000) $272 Shares 2,124 Est. Cost $114.06 Unrealized 0.0%
NUVEEN QUALITY MUNCP INCOME FD COM 0.1%
Value ($000) $263 Shares 22,266 Est. Cost $11.80 Unrealized
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $260 Shares 1,778 Est. Cost $14.65 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC COM 0.1%
Value ($000) $250 Shares 2,374 Est. Cost $98.47 Unrealized 0.0%
CNI CANADIAN NATL RY CO COM ISIN #CA1363751027 SEDOL #2180632 0.1%
Value ($000) $240 Shares 2,020 Est. Cost $112.24 Unrealized 0.0%
ALB ALBEMARLE CORP COM USD0.01 0.1%
Value ($000) $238 Shares 1,095 Est. Cost $254.58 Unrealized 0.0%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $235 Shares 5,163 Est. Cost $41.90 Unrealized 0.0%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $225 Shares 18,950 Est. Cost $11.87 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $217 Shares 2,871 Est. Cost $75.51 Unrealized
FRME FIRST MERCHANTS CORP 0.1%
Value ($000) $216 Shares 5,259 Est. Cost $37.35 Unrealized 0.0%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $210 Shares 2,383 Est. Cost $94.32 Unrealized 0.0%
SJM SMUCKER J M CO COM NEW 0.1%
Value ($000) $209 Shares 1,314 Est. Cost $133.49 Unrealized 0.0%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $207 Shares 836 Est. Cost $247.85 Unrealized
INVESCO MUNICIPAL INCOME OPPORTUNITIES TRUST 0.1%
Value ($000) $205 Shares 32,812 Est. Cost $6.24 Unrealized
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.1%
Value ($000) $202 Shares 4,512 Est. Cost $44.79 Unrealized
TJX TJX COMPANIES INC 0.1%
Value ($000) $199 Shares 2,495 Est. Cost $70.72 Unrealized 0.0%
FDX FEDEX CORP COM USD0.10 0.1%
Value ($000) $196 Shares 1,132 Est. Cost $155.01 Unrealized 0.0%
NOW SERVICENOW INC COM USD0.001 0.1%
Value ($000) $195 Shares 501 Est. Cost $78.16 Unrealized 0.0%
VB VANGUARD SMALL-CAP INDEX FUND 0.1%
Value ($000) $192 Shares 1,047 Est. Cost $183.22 Unrealized
CRM SALESFORCE INC COM 0.1%
Value ($000) $189 Shares 1,424 Est. Cost $144.17 Unrealized 0.0%
SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT 0.1%
Value ($000) $186 Shares 485 Est. Cost $384.04 Unrealized
LOW LOWES COMPANIES INC COM USD0.50 0.1%
Value ($000) $186 Shares 933 Est. Cost $188.18 Unrealized 0.0%
COST COSTCO WHOLESALE CORP COM USD0.01 0.1%
Value ($000) $176 Shares 385 Est. Cost $468.77 Unrealized 0.0%
FIDU FIDELITY MSCI INDL INDEX ETF 0.1%
Value ($000) $170 Shares 3,358 Est. Cost $50.72 Unrealized
EOG EOG RESOURCES INC 0.1%
Value ($000) $162 Shares 1,253 Est. Cost $117.82 Unrealized 0.0%
GLD SPDR GOLD TR GOLD SHS 0.1%
Value ($000) $157 Shares 924 Est. Cost $169.64 Unrealized
BLACKROCK MUNIASSETS FUND INC 0.1%
Value ($000) $155 Shares 14,310 Est. Cost $10.82 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $152 Shares 635 Est. Cost $206.59 Unrealized 0.0%
WELL WELLTOWER INC COM 0.1%
Value ($000) $150 Shares 2,284 Est. Cost $59.61 Unrealized 0.0%
ITA ISHARES TR US AER DEF ETF 0.1%
Value ($000) $147 Shares 1,316 Est. Cost $112.02 Unrealized
FMAT FIDELITY MSCI MATLS INDEX ETF 0.1%
Value ($000) $143 Shares 3,275 Est. Cost $43.69 Unrealized
SOXX ISHARES TR ISHARES SEMICDTR 0.1%
Value ($000) $138 Shares 393 Est. Cost $350.52 Unrealized
STAG STAG INDUSTRIAL INC 0.1%
Value ($000) $136 Shares 4,207 Est. Cost $32.31 Unrealized
MPT MEDICAL PROPERTIES TRUST INC 0.1%
Value ($000) $129 Shares 11,536 Est. Cost $11.14 Unrealized
MGA MAGNA INTL INC COM ISIN #CA5592224011 SEDOL #2554475 0.1%
Value ($000) $125 Shares 2,220 Est. Cost $50.03 Unrealized 0.0%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $122 Shares 349 Est. Cost $323.40 Unrealized 0.0%
QQQ INVESCO QQQ TR UNIT SER 1 0.0%
Value ($000) $120 Shares 448 Est. Cost $267.01 Unrealized
VOO VANGUARD INDEX FUNDS S&P 500 ETF USD 0.0%
Value ($000) $118 Shares 335 Est. Cost $352.65 Unrealized
BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value ($000) $117 Shares 10,434 Est. Cost $11.21 Unrealized
BANK MONTREAL QUE MICROSECTORS US BIG OIL INDEX 3X LEVERAGED ETN NEW PUTABLE NOT RATED 03/25/2039 0.0%
Value ($000) $117 Shares 237 Est. Cost $492.28 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $109 Shares 2,629 Est. Cost $40.83 Unrealized 0.0%
RIO RIO TINTO ADR EACH REP 1 ORD 0.0%
Value ($000) $108 Shares 1,516 Est. Cost $71.23 Unrealized
NUVEEN PFD &INCOME SECS FD COM 0.0%
Value ($000) $108 Shares 15,829 Est. Cost $6.80 Unrealized
MOAT VANECK ETF TRUST MRNGSTR WDE MOAT 0.0%
Value ($000) $106 Shares 1,632 Est. Cost $64.89 Unrealized
SAFT SAFETY INSURANCE GROUP INC 0.0%
Value ($000) $106 Shares 1,254 Est. Cost $85.02 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR FINANCIAL 0.0%
Value ($000) $106 Shares 3,090 Est. Cost $34.19 Unrealized
AXP AMERICAN EXPRESS CO COM USD0.20 0.0%
Value ($000) $106 Shares 715 Est. Cost $142.37 Unrealized 0.0%
VDC VANGUARD WORLD FDS VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $105 Shares 545 Est. Cost $191.87 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $103 Shares 1,186 Est. Cost $93.45 Unrealized 0.0%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $103 Shares 758 Est. Cost $135.26 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $102 Shares 492 Est. Cost $211.01 Unrealized 0.0%
KBE SPDR SER TR S&P BK ETF 0.0%
Value ($000) $100 Shares 2,216 Est. Cost $45.16 Unrealized
HBNC HORIZON BANCORP INC COM 0.0%
Value ($000) $99 Shares 6,558 Est. Cost $16.49 Unrealized 0.0%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $99 Shares 696 Est. Cost $142.19 Unrealized 0.0%
CANADIAN PACIFIC RAILWAY LTD COM NPV ISIN #CA13645T1003 SEDOL #2793115 0.0%
Value ($000) $97 Shares 1,302 Est. Cost $74.61 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $97 Shares 648 Est. Cost $140.92 Unrealized 0.0%
NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND 0.0%
Value ($000) $93 Shares 7,465 Est. Cost $12.49 Unrealized
STZ CONSTELLATION BRANDS INC COM USD0.01 CLASS A 0.0%
Value ($000) $93 Shares 401 Est. Cost $226.15 Unrealized 0.0%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $92 Shares 1,100 Est. Cost $48.38 Unrealized 0.0%
MDLZ MONDELEZ INTL INC COM NPV 0.0%
Value ($000) $91 Shares 1,365 Est. Cost $58.01 Unrealized 0.0%
ADI ANALOG DEVICES INC COM USD0.16 2/3 0.0%
Value ($000) $88 Shares 534 Est. Cost $147.75 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $85 Shares 18,392 Est. Cost $4.96 Unrealized 0.0%
ITW ILLINOIS TOOL WORKS INC COM USD0.01 0.0%
Value ($000) $85 Shares 384 Est. Cost $197.50 Unrealized 0.0%
MS MORGAN STANLEY COM USD0.01 0.0%
Value ($000) $81 Shares 953 Est. Cost $76.80 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $80 Shares 1,976 Est. Cost $32.51 Unrealized 0.0%
NI NISOURCE INC COM USD0.01 0.0%
Value ($000) $80 Shares 2,910 Est. Cost $23.70 Unrealized 0.0%
MSEX MIDDLESEX WTR CO COM 0.0%
Value ($000) $78 Shares 994 Est. Cost $86.79 Unrealized 0.0%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $78 Shares 318 Est. Cost $233.12 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 0.0%
Value ($000) $77 Shares 710 Est. Cost $108.40 Unrealized
MTB M &T BANK CORP COM USD0.50 0.0%
Value ($000) $76 Shares 524 Est. Cost $147.80 Unrealized 0.0%
OZK BANK OZK LITTLE ROCK ARK COM 0.0%
Value ($000) $75 Shares 1,869 Est. Cost $37.97 Unrealized 0.0%
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $73 Shares 1,737 Est. Cost $41.92 Unrealized
FLAHERTY &CRUMRINE DYNAMIC PF SHS 0.0%
Value ($000) $71 Shares 3,791 Est. Cost $18.71 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $71 Shares 600 Est. Cost $109.40 Unrealized 0.0%
IHF ISHARES TR US HLTHCR PR ETF 0.0%
Value ($000) $69 Shares 258 Est. Cost $268.19 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $69 Shares 919 Est. Cost $68.87 Unrealized 0.0%
IRT INDEPENDENCE REALTY TRUST INC COM USD0.01 0.0%
Value ($000) $68 Shares 4,040 Est. Cost $16.86 Unrealized
SLV ISHARES SILVER TR ISHARES 0.0%
Value ($000) $66 Shares 3,014 Est. Cost $22.02 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $66 Shares 732 Est. Cost $90.62 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $66 Shares 1,753 Est. Cost $37.38 Unrealized
HON HONEYWELL INTERNATIONAL INC COM USD1 0.0%
Value ($000) $64 Shares 299 Est. Cost $178.76 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $63 Shares 1,380 Est. Cost $35.03 Unrealized 0.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $63 Shares 893 Est. Cost $70.44 Unrealized
TECK TECK RESOURCES LTD ISIN #CA8787422044 SEDOL #2879327 0.0%
Value ($000) $61 Shares 1,609 Est. Cost $34.62 Unrealized 0.0%
AMAT APPLIED MATERIALS INC COM USD0.01 0.0%
Value ($000) $61 Shares 622 Est. Cost $93.28 Unrealized 0.0%
GNTX GENTEX CORP 0.0%
Value ($000) $60 Shares 2,210 Est. Cost $26.68 Unrealized 0.0%
BLACKROCK MUN INCOME QUALITY T COM 0.0%
Value ($000) $60 Shares 5,296 Est. Cost $11.35 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $60 Shares 712 Est. Cost $68.99 Unrealized 0.0%
EXC EXELON CORP COM NPV 0.0%
Value ($000) $59 Shares 1,373 Est. Cost $35.19 Unrealized 0.0%
AFL AFLAC INC COM USD0.10 0.0%
Value ($000) $59 Shares 821 Est. Cost $62.49 Unrealized 0.0%
XMVFX BLACKROCK MUNIVEST FUND INC 0.0%
Value ($000) $58 Shares 8,246 Est. Cost $7.01 Unrealized
HYG ISHARES TR IBOXX HI YD ETF 0.0%
Value ($000) $57 Shares 779 Est. Cost $73.64 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $56 Shares 591 Est. Cost $94.49 Unrealized
TRP TC ENERGY CORPORATION COM NPV ISIN #CA87807B1076 SEDOL #BJMY6G0 0.0%
Value ($000) $55 Shares 1,385 Est. Cost $36.81 Unrealized 0.0%
ARLP ALLIANCE RESOURCE PARTNERS L P UT LTD PART 0.0%
Value ($000) $55 Shares 2,707 Est. Cost $20.32 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $54 Shares 267 Est. Cost $204.11 Unrealized
VGT VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $54 Shares 170 Est. Cost $319.82 Unrealized
BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG SHS CL A ISIN #CA11275Q1072 SEDOL #BLB7675 0.0%
Value ($000) $54 Shares 1,392 Est. Cost $38.92 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $54 Shares 984 Est. Cost $50.83 Unrealized 0.0%
KR KROGER CO COM USD1.00 0.0%
Value ($000) $53 Shares 1,196 Est. Cost $42.86 Unrealized 0.0%
MCK MCKESSON CORP 0.0%
Value ($000) $53 Shares 141 Est. Cost $367.20 Unrealized 0.0%
FTSM FIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT SHORT MATURITY ETF 0.0%
Value ($000) $51 Shares 861 Est. Cost $59.44 Unrealized
NGG NATIONAL GRID SPON ADR EACH REP 5 ORD SHS POST SPLT 0.0%
Value ($000) $51 Shares 846 Est. Cost $60.33 Unrealized
VFC V F CORP COM NPV 0.0%
Value ($000) $49 Shares 1,784 Est. Cost $29.39 Unrealized 0.0%
FE FIRSTENERGY CORP COM USD0.10 0.0%
Value ($000) $48 Shares 1,136 Est. Cost $34.36 Unrealized 0.0%
EWA ISHARES INC MSCI AUST ETF 0.0%
Value ($000) $47 Shares 2,100 Est. Cost $22.23 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $45 Shares 3,906 Est. Cost $10.07 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $45 Shares 518 Est. Cost $87.71 Unrealized 0.0%
PSA PUBLIC STORAGE COM USD0.10 0.0%
Value ($000) $44 Shares 157 Est. Cost $256.48 Unrealized 0.0%
BLACKROCK MUNIYIELD QUALITY FUND INC 0.0%
Value ($000) $44 Shares 3,773 Est. Cost $11.60 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $42 Shares 513 Est. Cost $73.20 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $42 Shares 596 Est. Cost $63.88 Unrealized 0.0%
FLAHERTY &CRUMRINE PFD INCOME COM 0.0%
Value ($000) $42 Shares 3,761 Est. Cost $11.11 Unrealized
LABORATORY CORP AMER HLDGS COM USD0.1 0.0%
Value ($000) $41 Shares 174 Est. Cost $236.47 Unrealized
MPC MARATHON PETROLEUM CORP COM USD0.01 0.0%
Value ($000) $41 Shares 353 Est. Cost $106.44 Unrealized 0.0%
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT 0.0%
Value ($000) $40 Shares 3,352 Est. Cost $12.08 Unrealized
DRLL EA SERIES TRUST STRIVE US ENERGY 0.0%
Value ($000) $40 Shares 1,370 Est. Cost $29.44 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $40 Shares 888 Est. Cost $40.56 Unrealized 0.0%
UNM UNUM GROUP 0.0%
Value ($000) $39 Shares 961 Est. Cost $41.90 Unrealized 0.0%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $38 Shares 464 Est. Cost $82.39 Unrealized
BKH BLACK HILLS CORP 0.0%
Value ($000) $38 Shares 542 Est. Cost $58.05 Unrealized 0.0%
SCHP SCHWAB STRATEGIC TR US TIPS ETF 0.0%
Value ($000) $37 Shares 723 Est. Cost $51.76 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $37 Shares 301 Est. Cost $189.34 Unrealized 0.0%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $36 Shares 366 Est. Cost $98.31 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $36 Shares 868 Est. Cost $38.88 Unrealized 0.0%
AEE AMEREN CORP COM USD0.01 0.0%
Value ($000) $36 Shares 402 Est. Cost $76.15 Unrealized 0.0%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $36 Shares 520 Est. Cost $68.49 Unrealized
AZN ASTRAZENECA ADR REP 0.5 ORD 0.0%
Value ($000) $35 Shares 523 Est. Cost $67.81 Unrealized
FNCL FIDELITY MSCI FINLS INDEX ETF 0.0%
Value ($000) $35 Shares 725 Est. Cost $48.01 Unrealized
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $34 Shares 3,032 Est. Cost $11.37 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS INC CO 0.0%
Value ($000) $34 Shares 600 Est. Cost $49.85 Unrealized 0.0%
FENY FIDELITY MSCI ENERGY INDEX ETF 0.0%
Value ($000) $34 Shares 1,436 Est. Cost $23.85 Unrealized
BATT AMPLIFY ETF TR AMPLIFY LITHIUM 0.0%
Value ($000) $34 Shares 2,915 Est. Cost $11.71 Unrealized
LNC LINCOLN NATIONAL CORP COM NPV 0.0%
Value ($000) $34 Shares 1,104 Est. Cost $32.63 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC COM USD0.10 0.0%
Value ($000) $34 Shares 141 Est. Cost $228.99 Unrealized 0.0%
ED CONSOLIDATED EDISON INC COM USD0.10 0.0%
Value ($000) $34 Shares 354 Est. Cost $81.67 Unrealized 0.0%
IYT ISHARES TR US TRSPRTION 0.0%
Value ($000) $33 Shares 153 Est. Cost $213.78 Unrealized
ITT ITT INC COM 0.0%
Value ($000) $33 Shares 401 Est. Cost $77.46 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC COM USD1 0.0%
Value ($000) $31 Shares 122 Est. Cost $237.86 Unrealized 0.0%
EATON VANCE MUNICIPAL INCOME TRUST 0.0%
Value ($000) $31 Shares 3,163 Est. Cost $9.87 Unrealized
BLACKROCK ENERGY AND RESOURCES TRUST 0.0%
Value ($000) $30 Shares 2,406 Est. Cost $12.53 Unrealized
IYJ ISHARES TR US INDUSTRIALS 0.0%
Value ($000) $29 Shares 296 Est. Cost $96.36 Unrealized
CMCSA COMCAST CORP 0.0%
Value ($000) $28 Shares 814 Est. Cost $30.06 Unrealized 0.0%
SONY SONY GROUP CORPORATION SPON ADS EACH REPR 1 ORD SHS 0.0%
Value ($000) $28 Shares 373 Est. Cost $76.21 Unrealized
FOLD AMICUS THERAPEUTICS INC 0.0%
Value ($000) $28 Shares 2,325 Est. Cost $11.26 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $28 Shares 362 Est. Cost $70.16 Unrealized 0.0%
WLK WESTLAKE CORPORATION COM USD0.01 0.0%
Value ($000) $28 Shares 276 Est. Cost $95.20 Unrealized 0.0%
MKC MCCORMICK &COMPANY INC COM NPV 0.0%
Value ($000) $28 Shares 339 Est. Cost $74.83 Unrealized 0.0%
MLM MARTIN MARIETTA MATERIALS INC COM USD0.01 0.0%
Value ($000) $28 Shares 82 Est. Cost $334.71 Unrealized 0.0%
HIW HIGHWOODS PROPERTIES INC 0.0%
Value ($000) $27 Shares 973 Est. Cost $27.98 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $27 Shares 770 Est. Cost $34.95 Unrealized
AMLP ALPS ETF TR ALERIAN MLP 0.0%
Value ($000) $27 Shares 697 Est. Cost $38.06 Unrealized
ROYCE VALUE TRUST INC 0.0%
Value ($000) $27 Shares 2,000 Est. Cost $13.26 Unrealized
TOTAL ENERGIES SE 0.0%
Value ($000) $26 Shares 425 Est. Cost $62.08 Unrealized
LIT GLOBAL X LITHIUM AND BATTERY TECH ETF 0.0%
Value ($000) $26 Shares 444 Est. Cost $58.71 Unrealized
MATTERPORT INC COM CL A 0.0%
Value ($000) $26 Shares 9,270 Est. Cost $2.80 Unrealized
SPHD INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 0.0%
Value ($000) $26 Shares 591 Est. Cost $43.82 Unrealized
WPM WHEATON PRECIOUS METALS CORP COM NPV ISIN #CA9628791027 SEDOL #BF13KN5 0.0%
Value ($000) $25 Shares 650 Est. Cost $35.08 Unrealized 0.0%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $25 Shares 194 Est. Cost $128.94 Unrealized
23ANDME HOLDING CO CLASS A COM 0.0%
Value ($000) $25 Shares 11,478 Est. Cost $2.16 Unrealized
RHI ROBERT HALF INTERNATIONAL INC 0.0%
Value ($000) $25 Shares 335 Est. Cost $76.28 Unrealized 0.0%
BTI BRITISH AMERICAN TOBACCO LVL II ADR EACH REP 1 ORD GBP0.25 BNY 0.0%
Value ($000) $25 Shares 616 Est. Cost $39.94 Unrealized
SPIRE GLOBAL INC COM CL A 0.0%
Value ($000) $25 Shares 25,574 Est. Cost $0.96 Unrealized
BEP BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT 0.0%
Value ($000) $25 Shares 968 Est. Cost $25.33 Unrealized
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BD ETF 0.0%
Value ($000) $24 Shares 508 Est. Cost $47.81 Unrealized
NEM NEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2 0.0%
Value ($000) $24 Shares 504 Est. Cost $40.82 Unrealized 0.0%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $24 Shares 719 Est. Cost $32.24 Unrealized 0.0%
KMI KINDER MORGAN INC COM USD0.01 0.0%
Value ($000) $23 Shares 1,295 Est. Cost $15.18 Unrealized 0.0%
IBB ISHARES TR ISHARES BIOTECH 0.0%
Value ($000) $23 Shares 177 Est. Cost $131.29 Unrealized
AWK AMERICAN WATER WORKS COMPANY INC COM USD0.01 0.0%
Value ($000) $23 Shares 152 Est. Cost $134.83 Unrealized 0.0%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $23 Shares 1,250 Est. Cost $13.85 Unrealized 0.0%
FTS FORTIS INC COM ISIN #CA3495531079 SEDOL #2347200 0.0%
Value ($000) $23 Shares 569 Est. Cost $34.63 Unrealized 0.0%
WESTERN ASSET INTER MUNI FD IN COM 0.0%
Value ($000) $23 Shares 2,977 Est. Cost $7.59 Unrealized
GABELLI UTILITY TRUST COM USD0.001 0.0%
Value ($000) $22 Shares 2,958 Est. Cost $7.51 Unrealized
PPG PPG INDUSTRIES INC COM USD1.666 0.0%
Value ($000) $22 Shares 176 Est. Cost $114.48 Unrealized 0.0%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $21 Shares 88 Est. Cost $219.76 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $21 Shares 167 Est. Cost $112.86 Unrealized 0.0%
CB CHUBB LIMITED COM NPV ISIN #CH0044328745 0.0%
Value ($000) $21 Shares 96 Est. Cost $199.93 Unrealized 0.0%
SCI SERVICE CORPORATION INTERNATIONAL COM USD1.00 0.0%
Value ($000) $21 Shares 306 Est. Cost $66.61 Unrealized 0.0%
FMAO FARMERS &MERCHANTS BANCORP IN COM 0.0%
Value ($000) $21 Shares 773 Est. Cost $25.06 Unrealized 0.0%
HR HEALTHCARE RLTY TR CL A COM 0.0%
Value ($000) $21 Shares 1,089 Est. Cost $19.27 Unrealized
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.0%
Value ($000) $21 Shares 675 Est. Cost $31.05 Unrealized
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $21 Shares 272 Est. Cost $76.77 Unrealized
CFR CULLEN/FROST BANKERS INC 0.0%
Value ($000) $21 Shares 154 Est. Cost $128.49 Unrealized 0.0%
DINO HF SINCLAIR CORP COM 0.0%
Value ($000) $20 Shares 391 Est. Cost $50.59 Unrealized 0.0%
IDRV ISHARES TR SELF DRIVNG EV 0.0%
Value ($000) $20 Shares 600 Est. Cost $33.77 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $20 Shares 116 Est. Cost $174.51 Unrealized
SLB SCHLUMBERGER LIMITED COM USD0.01 0.0%
Value ($000) $20 Shares 378 Est. Cost $46.08 Unrealized 0.0%
XYL XYLEM INC COM USD0.01 0.0%
Value ($000) $20 Shares 183 Est. Cost $100.99 Unrealized 0.0%
BOTZ GLOBAL X FDS RBTCS ARTFL INTE 0.0%
Value ($000) $20 Shares 973 Est. Cost $20.55 Unrealized
CTOS CUSTOM TRUCK ONE SOURCE INC COM CL A 0.0%
Value ($000) $20 Shares 3,102 Est. Cost $6.49 Unrealized 0.0%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $19 Shares 1,152 Est. Cost $16.89 Unrealized
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $19 Shares 41 Est. Cost $431.23 Unrealized 0.0%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $19 Shares 68 Est. Cost $281.87 Unrealized
MGM MGM RESORTS INTERNATIONAL COM USD0.01 0.0%
Value ($000) $19 Shares 570 Est. Cost $34.63 Unrealized 0.0%
FAST FASTENAL COM STK USD0.01 0.0%
Value ($000) $19 Shares 401 Est. Cost $22.64 Unrealized 0.0%
CTAS CINTAS CORP 0.0%
Value ($000) $19 Shares 42 Est. Cost $105.21 Unrealized 0.0%
PIMCO ENERGY &TACTICAL CR OPP COM SHS BEN INT 0.0%
Value ($000) $19 Shares 1,250 Est. Cost $14.94 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 0.0%
Value ($000) $19 Shares 87 Est. Cost $213.82 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $19 Shares 55 Est. Cost $319.83 Unrealized 0.0%
ATLANTICA SUSTAINABLE INFR PLC ISIN #GB00BLP5YB54 SEDOL #BLP5YB5 SHS 0.0%
Value ($000) $18 Shares 704 Est. Cost $25.89 Unrealized
SYNOVUS FINANCIAL CORP COM USD1.00 0.0%
Value ($000) $18 Shares 482 Est. Cost $37.54 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $18 Shares 274 Est. Cost $66.01 Unrealized 0.0%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $11.47 Unrealized 0.0%
PII POLARIS INC COM 0.0%
Value ($000) $17 Shares 171 Est. Cost $104.18 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $17 Shares 56 Est. Cost $28.05 Unrealized 0.0%
IEFA ISHARES TRUST CORE MSCI EAFE ETF 0.0%
Value ($000) $16 Shares 267 Est. Cost $61.62 Unrealized
TM TOYOTA MOTOR CORP ADR-EACH REP 10 ORD NPV LVL 0.0%
Value ($000) $16 Shares 119 Est. Cost $137.06 Unrealized
RUM RUMBLE INC COM CL A 0.0%
Value ($000) $16 Shares 2,720 Est. Cost $9.59 Unrealized 0.0%
SNSR GLOBAL X FDS INTERNET OF THNG 0.0%
Value ($000) $16 Shares 554 Est. Cost $28.89 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $16 Shares 221 Est. Cost $79.85 Unrealized 0.0%
VOYA GLBL ADV &PREM OPP FD COM 0.0%
Value ($000) $16 Shares 1,800 Est. Cost $8.70 Unrealized
PCRX PACIRA BIOSCIENCES INC COM 0.0%
Value ($000) $16 Shares 404 Est. Cost $48.65 Unrealized 0.0%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $16 Shares 464 Est. Cost $35.76 Unrealized 0.0%
CVBF CVB FINANCIAL CORP 0.0%
Value ($000) $15 Shares 597 Est. Cost $23.64 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $15 Shares 468 Est. Cost $29.92 Unrealized 0.0%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $15 Shares 443 Est. Cost $29.99 Unrealized 0.0%
NNN NATIONAL RETAIL PROPERTIES INC COM 0.0%
Value ($000) $15 Shares 335 Est. Cost $45.72 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $15 Shares 111 Est. Cost $135.78 Unrealized
PROSHARES TR ULTRAPRO SHT QQQ 0.0%
Value ($000) $15 Shares 279 Est. Cost $53.95 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $15 Shares 1,125 Est. Cost $13.59 Unrealized 0.0%
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.0%
Value ($000) $15 Shares 198 Est. Cost $74.45 Unrealized
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 0.0%
Value ($000) $15 Shares 104 Est. Cost $140.93 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $14 Shares 36 Est. Cost $389.46 Unrealized 0.0%
HSY HERSHEY COMPANY COM USD1.00 0.0%
Value ($000) $14 Shares 62 Est. Cost $212.11 Unrealized 0.0%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $14 Shares 361 Est. Cost $33.92 Unrealized 0.0%
EWC ISHARES INC MSCI CDA ETF 0.0%
Value ($000) $14 Shares 429 Est. Cost $32.68 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $14 Shares 56 Est. Cost $262.94 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEMS INC COM USD0.01 0.0%
Value ($000) $14 Shares 86 Est. Cost $159.86 Unrealized 0.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $14 Shares 91 Est. Cost $151.78 Unrealized
PROSHARES TR ULTRAPRO SHORT S 0.0%
Value ($000) $14 Shares 814 Est. Cost $16.85 Unrealized
FDL FIRST TR MORNINGSTAR DIVID LEA SHS 0.0%
Value ($000) $14 Shares 374 Est. Cost $36.54 Unrealized
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 0.0%
Value ($000) $14 Shares 71 Est. Cost $191.62 Unrealized
VMC VULCAN MATERIALS CO 0.0%
Value ($000) $13 Shares 75 Est. Cost $166.92 Unrealized 0.0%
LIBERTY ALL-STAR EQUITY FUND 0.0%
Value ($000) $13 Shares 2,277 Est. Cost $5.70 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $13 Shares 70 Est. Cost $182.59 Unrealized
BANX ARROWMARK FINANCIAL CORP COM 0.0%
Value ($000) $13 Shares 750 Est. Cost $11.84 Unrealized 0.0%
NOK NOKIA OYJ ADR EACH REPR 1 ORD NPV 0.0%
Value ($000) $13 Shares 2,751 Est. Cost $4.64 Unrealized
META META PLATFORMS INC CLASS A COMMON STOCK 0.0%
Value ($000) $12 Shares 103 Est. Cost $116.61 Unrealized 0.0%
HIG HARTFORD FINANCIAL SERVICES GRP INC COM USD0.01 0.0%
Value ($000) $12 Shares 162 Est. Cost $67.68 Unrealized 0.0%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $12 Shares 58 Est. Cost $210.48 Unrealized
WCC WESCO INTERNATIONAL INC 0.0%
Value ($000) $12 Shares 97 Est. Cost $122.40 Unrealized 0.0%
IYW ISHARES TRUST DJ US TECHNOLOGY 0.0%
Value ($000) $12 Shares 162 Est. Cost $74.36 Unrealized
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.0%
Value ($000) $12 Shares 232 Est. Cost $51.44 Unrealized
SNY SANOFI ADR REP 1 1/2 ORD 0.0%
Value ($000) $12 Shares 244 Est. Cost $48.43 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $12 Shares 96 Est. Cost $123.46 Unrealized 0.0%
IGHG PROSHARES TRUST INVESTMENT GRADE INTEREST RATE HEDGED 0.0%
Value ($000) $12 Shares 165 Est. Cost $71.03 Unrealized
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $12 Shares 722 Est. Cost $15.06 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $12 Shares 139 Est. Cost $74.21 Unrealized 0.0%
EG EVEREST RE GROUP LTD 0.0%
Value ($000) $12 Shares 35 Est. Cost $295.65 Unrealized 0.0%
SFL SFL CORPORATION LTD COM USD0.01 0.0%
Value ($000) $12 Shares 1,250 Est. Cost $9.72 Unrealized 0.0%
FIBK FIRST INTERSTATE BANCSYSTEM INC 0.0%
Value ($000) $11 Shares 296 Est. Cost $34.12 Unrealized 0.0%
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETF 0.0%
Value ($000) $11 Shares 128 Est. Cost $89.30 Unrealized
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $11 Shares 72 Est. Cost $149.35 Unrealized 0.0%
ETR ENTERGY CORP 0.0%
Value ($000) $11 Shares 101 Est. Cost $48.86 Unrealized 0.0%
TCPC BLACKROCK TCP CAPITAL CORP COM 0.0%
Value ($000) $11 Shares 875 Est. Cost $12.47 Unrealized 0.0%
PID INVESCO EXCHANGE TRADED FD TR INTL DIVI ACHI 0.0%
Value ($000) $11 Shares 675 Est. Cost $16.73 Unrealized
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF 0.0%
Value ($000) $11 Shares 286 Est. Cost $38.98 Unrealized
GSK GSK PLC SPON ADS EACH REP 2 ORD SHS 0.0%
Value ($000) $11 Shares 314 Est. Cost $35.17 Unrealized
ATI PHYSICAL THERAPY INC COM CL A 0.0%
Value ($000) $11 Shares 36,095 Est. Cost $0.31 Unrealized
XLE SELECT SECTOR SPDR TR ENERGY 0.0%
Value ($000) $11 Shares 126 Est. Cost $87.18 Unrealized
LAZARD GLOBAL TOTAL RETURN &I COM 0.0%
Value ($000) $11 Shares 750 Est. Cost $14.64 Unrealized
HANCOCK JOHN INVS TR COM 0.0%
Value ($000) $11 Shares 874 Est. Cost $12.54 Unrealized
DRIV GLOBAL X FDS AUTONMOUS EV ETF 0.0%
Value ($000) $11 Shares 552 Est. Cost $19.86 Unrealized
DWS MUN INCOME TR COM 0.0%
Value ($000) $11 Shares 1,273 Est. Cost $8.61 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $11 Shares 308 Est. Cost $52.69 Unrealized 0.0%
NUVEEN S&P 500 BUY-WRITE INCOM COM 0.0%
Value ($000) $11 Shares 860 Est. Cost $12.65 Unrealized
MKL MARKEL CORP COM NPV 0.0%
Value ($000) $11 Shares 8 Est. Cost $1237.05 Unrealized 0.0%
DOUBLELINE INCOME SOLUTIONS FD COM 0.0%
Value ($000) $11 Shares 958 Est. Cost $11.09 Unrealized
STRV EA SERIES TRUST STRIVE 500 ETF 0.0%
Value ($000) $11 Shares 434 Est. Cost $24.24 Unrealized
USMV ISHARES TR MSCI USA MIN VOL 0.0%
Value ($000) $11 Shares 146 Est. Cost $72.04 Unrealized
BLMN BLOOMIN BRANDS INC COM USD0.01 0.0%
Value ($000) $10 Shares 520 Est. Cost $18.70 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP COM USD0.01 0.0%
Value ($000) $10 Shares 211 Est. Cost $51.52 Unrealized 0.0%
SWBI SMITH &WESSON BRANDS INC COM 0.0%
Value ($000) $10 Shares 1,196 Est. Cost $10.53 Unrealized 0.0%
BND VANGUARD BD INDEX FDS TOTAL BND MRKT 0.0%
Value ($000) $10 Shares 144 Est. Cost $72.01 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $10 Shares 92 Est. Cost $100.19 Unrealized 0.0%
JCI JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00 0.0%
Value ($000) $10 Shares 160 Est. Cost $57.70 Unrealized 0.0%
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $10 Shares 132 Est. Cost $77.43 Unrealized
ANEW PROSHARES TR MSCI TRANFRMTNAL 0.0%
Value ($000) $10 Shares 324 Est. Cost $31.40 Unrealized
PANL PANGAEA LOGISTICS SOLUTIONS LTD COM USD0.0001 0.0%
Value ($000) $10 Shares 1,941 Est. Cost $4.12 Unrealized 0.0%
HCKT HACKETT GROUP INC 0.0%
Value ($000) $10 Shares 489 Est. Cost $21.13 Unrealized 0.0%
FXH FIRST TR EXCHANGE TRADED FD II HEALTH CARE ALPHADEX FD ANNUAL 0.0%
Value ($000) $10 Shares 91 Est. Cost $108.97 Unrealized
PEY INVESCO EXCHANGE TRADED FD TR HIG YLD EQ DIV 0.0%
Value ($000) $10 Shares 478 Est. Cost $20.71 Unrealized
FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 0.0%
Value ($000) $10 Shares 247 Est. Cost $39.80 Unrealized
NHI NATIONAL HEALTH INVESTORS INC 0.0%
Value ($000) $10 Shares 186 Est. Cost $52.27 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $10 Shares 52 Est. Cost $200.68 Unrealized 0.0%
LAMR LAMAR ADVERTISING CO COM USD0.001 CL A 0.0%
Value ($000) $10 Shares 103 Est. Cost $93.99 Unrealized
FISV FISERV INC 0.0%
Value ($000) $10 Shares 95 Est. Cost $99.59 Unrealized 0.0%
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $10 Shares 1,174 Est. Cost $8.17 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM USD0.01 0.0%
Value ($000) $9 Shares 92 Est. Cost $95.52 Unrealized 0.0%
SM SM ENERGY CO 0.0%
Value ($000) $9 Shares 269 Est. Cost $38.51 Unrealized 0.0%
ETSY ETSY INC COM 0.0%
Value ($000) $9 Shares 77 Est. Cost $114.42 Unrealized 0.0%
SHYD VANECK ETF TR VANECK SHORT HIGH YIELD MUN 0.0%
Value ($000) $9 Shares 407 Est. Cost $22.25 Unrealized
KXI ISHARES TR GLB CNSM STP ETF 0.0%
Value ($000) $9 Shares 152 Est. Cost $59.53 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 0.0%
Value ($000) $9 Shares 211 Est. Cost $41.98 Unrealized
STM STMICROELECTRONICS SPON ADR EACH REP 1 ORD SHS 0.0%
Value ($000) $9 Shares 245 Est. Cost $35.53 Unrealized
FMHI FIRST TR EXCHANGE-TRADED FD III MUNICIPAL HIGH INCOME ETF 0.0%
Value ($000) $9 Shares 188 Est. Cost $46.18 Unrealized
BDX BECTON DICKINSON &CO COM USD1.00 0.0%
Value ($000) $9 Shares 34 Est. Cost $223.22 Unrealized 0.0%
EWD ISHARES MSCI SWEDEN ETF 0.0%
Value ($000) $9 Shares 264 Est. Cost $32.33 Unrealized
KKR KKR &CO INC COM 0.0%
Value ($000) $8 Shares 183 Est. Cost $47.56 Unrealized 0.0%
EC ECOPETROL S A SPONSORED ADS ISIN #US2791581091 SEDOL #B55ZBS9 0.0%
Value ($000) $8 Shares 809 Est. Cost $10.47 Unrealized
PFFA ETFIS SER TR I VIRTUS INFRCAP 0.0%
Value ($000) $8 Shares 467 Est. Cost $18.14 Unrealized
SPXL DIREXION DLY S&P 500 BULL 3X 0.0%
Value ($000) $8 Shares 133 Est. Cost $62.35 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF 0.0%
Value ($000) $8 Shares 210 Est. Cost $38.76 Unrealized
FTNT FORTINET INC COM USD0.001 0.0%
Value ($000) $8 Shares 165 Est. Cost $52.11 Unrealized 0.0%
DMLP DORCHESTER MINERALS LP COM UNIT 0.0%
Value ($000) $8 Shares 265 Est. Cost $29.93 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $8 Shares 62 Est. Cost $114.07 Unrealized 0.0%
DON WISDOMTREE TR US MIDCAP DIVID 0.0%
Value ($000) $8 Shares 190 Est. Cost $41.16 Unrealized
AES CORP UNIT 02/15/24 0.0%
Value ($000) $8 Shares 76 Est. Cost $102.61 Unrealized
VIRTUS EQUITY &CONV INCM FD COM 0.0%
Value ($000) $8 Shares 424 Est. Cost $18.24 Unrealized
FFTY INNOVATOR ETFS TR IBD 50 ETF 0.0%
Value ($000) $8 Shares 353 Est. Cost $21.85 Unrealized
FIZZ NATIONAL BEVERAGE CORP 0.0%
Value ($000) $8 Shares 166 Est. Cost $43.80 Unrealized 0.0%
SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY 0.0%
Value ($000) $8 Shares 172 Est. Cost $44.01 Unrealized
PANW PALO ALTO NETWORKS INC COM USD0.0001 0.0%
Value ($000) $8 Shares 54 Est. Cost $80.29 Unrealized 0.0%
OBDC OWL ROCK CAPITAL CORPORATION COM 0.0%
Value ($000) $8 Shares 650 Est. Cost $8.27 Unrealized 0.0%
KBWB INVESCO EXCH TRADED FD TR II KBW BK ETF 0.0%
Value ($000) $7 Shares 144 Est. Cost $51.47 Unrealized
IUSB ISHARES TR CORE TOTAL USD 0.0%
Value ($000) $7 Shares 163 Est. Cost $45.04 Unrealized
BSM BLACK STONE MINERALS L P COM UNIT 0.0%
Value ($000) $7 Shares 435 Est. Cost $16.87 Unrealized
PROSHARES TR II ULTRA BLOOMBERG 0.0%
Value ($000) $7 Shares 398 Est. Cost $17.78 Unrealized
VYMI VANGUARD WHITEHALL FDS INTL HIGH ETF 0.0%
Value ($000) $7 Shares 118 Est. Cost $59.72 Unrealized
LINDE PLC COM EUR0.001 0.0%
Value ($000) $7 Shares 22 Est. Cost $319.50 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 0.0%
Value ($000) $7 Shares 70 Est. Cost $97.21 Unrealized
DJT DIGITAL WORLD ACQUISITION CORP CLASS A COM 0.0%
Value ($000) $7 Shares 451 Est. Cost $19.53 Unrealized 0.0%
BLACKROCK ENHANCED EQUITY DIVI COM 0.0%
Value ($000) $7 Shares 742 Est. Cost $9.00 Unrealized
LQDI ISHARES U S ETF TR INFLATION HEDG 0.0%
Value ($000) $7 Shares 266 Est. Cost $25.08 Unrealized
VDE VANGUARD ENERGY INDEX FUND 0.0%
Value ($000) $7 Shares 54 Est. Cost $121.78 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $6 Shares 29 Est. Cost $218.72 Unrealized
FCX FREEPORT-MCMORAN INC COM USD0.10 0.0%
Value ($000) $6 Shares 166 Est. Cost $33.48 Unrealized 0.0%
XLRE SELECT SECTOR SPDR TR RL EST SEL SEC 0.0%
Value ($000) $6 Shares 170 Est. Cost $36.88 Unrealized
LEG LEGGETT &PLATT INC COM USD0.01 0.0%
Value ($000) $6 Shares 192 Est. Cost $33.67 Unrealized 0.0%
PREMIER FINANCIAL CORP COM 0.0%
Value ($000) $6 Shares 223 Est. Cost $27.01 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $6 Shares 25 Est. Cost $240.04 Unrealized
VV VANGUARD LARGE-CAP INDEX FUND 0.0%
Value ($000) $6 Shares 34 Est. Cost $175.03 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $6 Shares 320 Est. Cost $29.44 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
HLNE HAMILTON LANE INC CL A 0.0%
Value ($000) $6 Shares 91 Est. Cost $66.51 Unrealized 0.0%
BMO BANK OF MONTREAL COM NPV ISIN #CA0636711016 SEDOL #2076009 0.0%
Value ($000) $5 Shares 60 Est. Cost $80.96 Unrealized 0.0%
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value ($000) $5 Shares 65 Est. Cost $82.77 Unrealized
IAU ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6 0.0%
Value ($000) $5 Shares 155 Est. Cost $34.59 Unrealized
ACN ACCENTURE PLC 0.0%
Value ($000) $5 Shares 20 Est. Cost $264.08 Unrealized 0.0%
IYK ISHARES TR US CONSM STAPLES 0.0%
Value ($000) $5 Shares 26 Est. Cost $202.77 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $5 Shares 49 Est. Cost $104.59 Unrealized
ABRDN ASIA PACIFIC INCOME FUND COM 0.0%
Value ($000) $5 Shares 1,854 Est. Cost $2.63 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $5 Shares 220 Est. Cost $18.80 Unrealized 0.0%
PGX INVESCO EXCH TRADED FD TR II PFD ETF 0.0%
Value ($000) $5 Shares 417 Est. Cost $11.18 Unrealized
PUTNAM MANAGED MUN INCOME TR COM 0.0%
Value ($000) $5 Shares 739 Est. Cost $6.28 Unrealized
BLOK AMPLIFY ETF TR BLOCKCHAIN LDR 0.0%
Value ($000) $5 Shares 306 Est. Cost $15.12 Unrealized
NG NOVAGOLD RES INC COM NEW ISIN #CA66987E2069 SEDOL #2135450 0.0%
Value ($000) $5 Shares 770 Est. Cost $5.33 Unrealized 0.0%
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value ($000) $5 Shares 600 Est. Cost $8.19 Unrealized 0.0%
CBT CABOT CORP 0.0%
Value ($000) $4 Shares 67 Est. Cost $65.41 Unrealized 0.0%
BKHY BNY MELLON ETF TRUST HIGH YIELD BETA 0.0%
Value ($000) $4 Shares 97 Est. Cost $46.08 Unrealized
PINS PINTEREST INC CL A 0.0%
Value ($000) $4 Shares 184 Est. Cost $23.85 Unrealized 0.0%
FDHY FIDELITY HIGH YIELD FACTOR ETF 0.0%
Value ($000) $4 Shares 97 Est. Cost $45.97 Unrealized
FIVE FIVE BELOW INC 0.0%
Value ($000) $4 Shares 25 Est. Cost $157.26 Unrealized 0.0%
XBNYX BLACKROCK N Y MUN INCOME TRUST SH BEN INT 0.0%
Value ($000) $4 Shares 439 Est. Cost $10.07 Unrealized
VEU VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US 0.0%
Value ($000) $4 Shares 86 Est. Cost $50.16 Unrealized
PSLV SPROTT PHYSICAL SILVER TRUST TRUST UNIT ISIN #CA85207K1075 SEDOL #B5THDS5 0.0%
Value ($000) $4 Shares 522 Est. Cost $8.24 Unrealized
ANGL VANECK ETF TR FALLEN ANGEL HIGH YLD BD EFT 0.0%
Value ($000) $4 Shares 157 Est. Cost $27.06 Unrealized
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD 0.0%
Value ($000) $4 Shares 33 Est. Cost $124.78 Unrealized 0.0%
CREDIT SUISSE HIGH YIELD BD FD SH BEN INT 0.0%
Value ($000) $4 Shares 2,343 Est. Cost $1.76 Unrealized
PIMCO DYNAMIC INCOME FD COM USD0.00001 0.0%
Value ($000) $4 Shares 220 Est. Cost $18.46 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $4 Shares 68 Est. Cost $58.63 Unrealized
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $4 Shares 314 Est. Cost $12.16 Unrealized
CYXTERA TECHNOLOGIES INC COM CL A 0.0%
Value ($000) $3 Shares 1,754 Est. Cost $1.92 Unrealized
PIEDMONT LITHIUM INC 0.0%
Value ($000) $3 Shares 76 Est. Cost $44.03 Unrealized
MLPA GLOBAL X FDS GLBL X MLP ETF 0.0%
Value ($000) $3 Shares 81 Est. Cost $41.31 Unrealized
NEO NEOGENOMICS INC 0.0%
Value ($000) $3 Shares 346 Est. Cost $9.32 Unrealized 0.0%
RSPM INVESCO EXCHANGE TRADED FD TR S&P500 EQL MAT 0.0%
Value ($000) $3 Shares 20 Est. Cost $156.10 Unrealized
ARKK ARK ETF TR INNOVATION ETF 0.0%
Value ($000) $3 Shares 98 Est. Cost $31.16 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $3 Shares 33 Est. Cost $81.21 Unrealized 0.0%
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value ($000) $3 Shares 33 Est. Cost $87.85 Unrealized
TRV TRAVELERS COMPANIES INC COM STK NPV 0.0%
Value ($000) $3 Shares 15 Est. Cost $169.33 Unrealized 0.0%
IYR ISHARES U S REAL ESTATE ETF 0.0%
Value ($000) $3 Shares 33 Est. Cost $83.33 Unrealized
IGV ISHARES TR EXPANDED TECH 0.0%
Value ($000) $3 Shares 10 Est. Cost $255.90 Unrealized
MP MP MATERIALS CORP COM CL A 0.0%
Value ($000) $3 Shares 105 Est. Cost $30.30 Unrealized 0.0%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $2 Shares 43 Est. Cost $58.07 Unrealized
SPLV INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 0.0%
Value ($000) $2 Shares 37 Est. Cost $63.89 Unrealized
AG FIRST MAJESTIC SILVER CORP COM NPV ISIN #CA32076V1031 SEDOL #2833583 0.0%
Value ($000) $2 Shares 277 Est. Cost $8.65 Unrealized 0.0%
BARRICK GOLD CORP COM NPV ISIN #CA0679011084 SEDOL #2024644 0.0%
Value ($000) $2 Shares 134 Est. Cost $17.19 Unrealized
VAL VALARIS LTD COM USD0.40 0.0%
Value ($000) $2 Shares 34 Est. Cost $62.39 Unrealized 0.0%
METV LISTED FUND TRUST ROUNDHILL BALL METAVERSE ETF USD 0.0%
Value ($000) $2 Shares 316 Est. Cost $7.19 Unrealized
XXINSIXX INSIGHT SELECT INCOME FD COM 0.0%
Value ($000) $2 Shares 137 Est. Cost $15.11 Unrealized
SXC SUNCOKE ENERGY INC COM USD0.01 0.0%
Value ($000) $2 Shares 233 Est. Cost $7.73 Unrealized 0.0%
DEEP ETF SER SOLUTIONS ROUNDHILL ACQUI 0.0%
Value ($000) $2 Shares 66 Est. Cost $30.12 Unrealized
BYRN BYRNA TECHNOLOGIES INC COM NEW ISIN #US12448X2018 SEDOL #BNG2VD0 0.0%
Value ($000) $2 Shares 226 Est. Cost $7.48 Unrealized 0.0%
SOLARWINDS CORP COM NEW 0.0%
Value ($000) $2 Shares 168 Est. Cost $9.36 Unrealized
CATALENT INC COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $45.00 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC USD0.01 A 0.0%
Value ($000) $1 Shares 71 Est. Cost $18.93 Unrealized
SPXC SPX TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $65.65 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $105.92 Unrealized
IAGG ISHARES INTL AGGREGATE BOND 0.0%
Value ($000) $1 Shares 27 Est. Cost $46.81 Unrealized
EFV ISHARES TR EAFE VALUE ETF 0.0%
Value ($000) $1 Shares 27 Est. Cost $46.41 Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 213 Est. Cost $5.83 Unrealized
HLN HALEON PLC SPON ADS EACH REP 2 ORD SHS 0.0%
Value ($000) $1 Shares 150 Est. Cost $8.00 Unrealized
SCZ ISHARES TR EAFE SML CP ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $56.48 Unrealized
EFG ISHARES TR EAFE GRWTH ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $83.93 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $40.58 Unrealized 0.0%
IWP ISHARES TR RUS MD CP GR ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $83.85 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $1 Shares 22 Est. Cost $56.91 Unrealized 0.0%
IPO RENAISSANCE IPO ETF 0.0%
Value ($000) $1 Shares 42 Est. Cost $24.71 Unrealized
BFLY BUTTERFLY NETWORK INC COM CL A 0.0%
Value ($000) $1 Shares 400 Est. Cost $3.59 Unrealized 0.0%
AA ALCOA CORP COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $41.94 Unrealized 0.0%
GDX VANECK ETF TR VANECK GOLD MINERS ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $28.65 Unrealized
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $0 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 0.0%
IRBTQ IROBOT CORP 0.0%
Value ($000) $0 Shares 9 Est. Cost $52.85 Unrealized 0.0%
LUCID GROUP INC COM 0.0%
Value ($000) $0 Shares 61 Est. Cost $6.80 Unrealized
DHC DIVERSIFIED HEALTHCARE TR COM SH BEN INT 0.0%
Value ($000) $0 Shares 435 Est. Cost $0.65 Unrealized
SPLUNK INC COM USD0.001 0.0%
Value ($000) $0 Shares 3 Est. Cost $83.33 Unrealized
GLOBAL X FDS CANNABIS ETF NEW 0.0%
Value ($000) $0 Shares 18 Est. Cost $11.33 Unrealized
CANOPY GROWTH CORPORATION COM NPV ISIN #CA1380351009 SEDOL #BYTN3W0 0.0%
Value ($000) $0 Shares 48 Est. Cost $2.31 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $52.28 Unrealized 0.0%
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $31.30 Unrealized 0.0%
SRNE SORRENTO THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $1.33 Unrealized 0.0%
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $45.32 Unrealized 0.0%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $19.32 Unrealized 0.0%
BK BANK OF NEW YORK MELLON CORP COM USD0.01 0.0%
Value ($000) $0 Shares 1 Est. Cost $39.25 Unrealized 0.0%
AMC ENTERTAINMENT HOLDINGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $4.00 Unrealized
XMVTX BLACKROCK MUNIVEST FUND II INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $7.00 Unrealized