Pathway Financial Advisers, LLC Diversified Active

CIK: 0002024152 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Jul 19, 2024

Total Value ($000): $242,093 (100.0% shares, 0.0% debt)

Holdings (479)

EPD ENTERPRISE PRODS PARTNERS L P COM 2.9%
Value ($000) $7,047 Shares 257,464 Est. Cost $24.33 Unrealized
PEP PEPSICO INC 2.3%
Value ($000) $5,586 Shares 32,962 Est. Cost $160.99 Unrealized +3.8%
STLD STEEL DYNAMICS INC 2.3%
Value ($000) $5,455 Shares 50,879 Est. Cost $91.75 Unrealized +9.4%
JPM JPMORGAN CHASE & CO 2.2%
Value ($000) $5,287 Shares 36,456 Est. Cost $117.91 Unrealized +20.7%
DUK DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 2.1%
Value ($000) $5,144 Shares 58,279 Est. Cost $84.80 Unrealized -1.5%
ABBV ABBVIE INC COM USD0.01 2.1%
Value ($000) $5,081 Shares 34,090 Est. Cost $137.22 Unrealized -1.4%
CSCO CISCO SYSTEMS INC 2.1%
Value ($000) $4,983 Shares 92,694 Est. Cost $41.76 Unrealized +20.4%
AVGO BROADCOM INC COM 1.9%
Value ($000) $4,659 Shares 5,595 Est. Cost $47.79 Unrealized +75.7%
AAPL APPLE INC 1.8%
Value ($000) $4,439 Shares 25,927 Est. Cost $140.75 Unrealized +28.8%
PG PROCTER AND GAMBLE CO COM 1.8%
Value ($000) $4,366 Shares 29,934 Est. Cost $129.86 Unrealized +11.0%
CVX CHEVRON CORP NEW COM 1.6%
Value ($000) $3,916 Shares 23,222 Est. Cost $152.91 Unrealized -4.7%
O REALTY INCOME CORP COM 1.6%
Value ($000) $3,881 Shares 77,702 Est. Cost $52.20 Unrealized -3.9%
SO SOUTHERN CO 1.6%
Value ($000) $3,785 Shares 58,474 Est. Cost $59.64 Unrealized +6.9%
LMT LOCKHEED MARTIN CORP COM USD1.00 1.5%
Value ($000) $3,720 Shares 9,098 Est. Cost $426.55 Unrealized -2.7%
AMGN AMGEN INC 1.5%
Value ($000) $3,618 Shares 13,463 Est. Cost $241.67 Unrealized -4.1%
OKE ONEOK INC COM USD0.01 1.4%
Value ($000) $3,405 Shares 53,683 Est. Cost $57.97 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $3,373 Shares 6,680 Est. Cost $500.41 Unrealized -6.1%
EATON VANCE TAX-MANAGED DIVERS COM 1.4%
Value ($000) $3,369 Shares 291,895 Est. Cost $11.54 Unrealized
JNJ JOHNSON &JOHNSON COM USD1.00 1.4%
Value ($000) $3,272 Shares 21,005 Est. Cost $157.06 Unrealized -2.4%
BNS BANK OF NOVA SCOTIA COM NPV ISIN #CA0641491075 SEDOL #2076281 1.3%
Value ($000) $3,258 Shares 71,461 Est. Cost $41.95 Unrealized +0.8%
IBM INTERNATIONAL BUS MACH CORP COM USD0.20 1.3%
Value ($000) $3,239 Shares 23,090 Est. Cost $123.09 Unrealized +7.0%
ENB ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149 1.3%
Value ($000) $3,187 Shares 96,020 Est. Cost $31.78 Unrealized -4.4%
VZ VERIZON COMMUNICATIONS INC 1.3%
Value ($000) $3,066 Shares 94,611 Est. Cost $30.92 Unrealized -6.2%
WMT WALMART INC COM 1.2%
Value ($000) $2,968 Shares 18,556 Est. Cost $45.66 Unrealized +13.5%
MSFT MICROSOFT CORP 1.2%
Value ($000) $2,906 Shares 9,197 Est. Cost $238.50 Unrealized +36.1%
MCD MCDONALD S CORP 1.2%
Value ($000) $2,886 Shares 10,953 Est. Cost $245.30 Unrealized +9.9%
OHI OMEGA HEALTHCARE INVESTORS INC 1.2%
Value ($000) $2,872 Shares 86,602 Est. Cost $28.04 Unrealized
MDT MEDTRONIC PLC 1.2%
Value ($000) $2,834 Shares 36,159 Est. Cost $74.07 Unrealized +5.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 1.1%
Value ($000) $2,634 Shares 37,226 Est. Cost $72.14 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 1.0%
Value ($000) $2,542 Shares 16,307 Est. Cost $148.41 Unrealized +2.2%
WM WASTE MANAGEMENT INC 1.0%
Value ($000) $2,396 Shares 15,721 Est. Cost $153.10 Unrealized +1.9%
APD AIR PRODUCTS AND CHEMICALS INC 1.0%
Value ($000) $2,376 Shares 8,385 Est. Cost $261.45 Unrealized +5.1%
HANCOCK JOHN PREM DIVID FD COM SH BEN INT 0.9%
Value ($000) $2,278 Shares 236,850 Est. Cost $12.85 Unrealized
VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF 0.9%
Value ($000) $2,242 Shares 14,432 Est. Cost $152.15 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC COM NPV 0.9%
Value ($000) $2,229 Shares 24,067 Est. Cost $82.08 Unrealized +5.0%
CVS CVS HEALTH CORPORATION COM USD0.01 0.9%
Value ($000) $2,216 Shares 31,742 Est. Cost $81.22 Unrealized -20.5%
VICI VICI PPTYS INC COM 0.9%
Value ($000) $2,165 Shares 74,388 Est. Cost $27.00 Unrealized +0.1%
WLKP WESTLAKE CHEM PARTNERS LP COM UNIT RP LP 0.9%
Value ($000) $2,133 Shares 98,048 Est. Cost $22.73 Unrealized
KO COCA-COLA CO 0.8%
Value ($000) $1,965 Shares 35,109 Est. Cost $54.94 Unrealized +1.4%
MRK MERCK &CO. INC COM 0.8%
Value ($000) $1,889 Shares 18,345 Est. Cost $92.80 Unrealized +7.6%
CMI CUMMINS INC 0.8%
Value ($000) $1,868 Shares 8,176 Est. Cost $221.40 Unrealized +3.2%
WPC WP CAREY INC COM 0.8%
Value ($000) $1,854 Shares 34,283 Est. Cost $74.56 Unrealized
BIP BROOKFIELD INFRASTRUCTURE PARTN L.P 0.8%
Value ($000) $1,848 Shares 62,852 Est. Cost $31.02 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.8%
Value ($000) $1,836 Shares 31,640 Est. Cost $65.23 Unrealized -16.7%
BCE BCE INC COM NEW ISIN #CA05534B7604 SEDOL #B188TH2 0.8%
Value ($000) $1,830 Shares 47,937 Est. Cost $35.40 Unrealized -2.2%
PFE PFIZER INC 0.8%
Value ($000) $1,829 Shares 55,157 Est. Cost $40.19 Unrealized -23.9%
EMR EMERSON ELECTRIC CO 0.7%
Value ($000) $1,790 Shares 18,538 Est. Cost $84.53 Unrealized +7.8%
HD HOME DEPOT INC 0.7%
Value ($000) $1,751 Shares 5,790 Est. Cost $281.98 Unrealized +7.4%
MET METLIFE INC COM USD0.01 0.7%
Value ($000) $1,748 Shares 27,785 Est. Cost $64.95 Unrealized -10.7%
UNILEVER PLC SPON ADR NEW 0.7%
Value ($000) $1,689 Shares 34,194 Est. Cost $50.24 Unrealized
TD TORONTO DOMINION BANK ONT COM NPV ISIN #CA8911605092 SEDOL #2897222 0.7%
Value ($000) $1,668 Shares 27,686 Est. Cost $64.60 Unrealized -3.5%
RTX RTX CORPORATION COM USD1.00 0.7%
Value ($000) $1,641 Shares 22,803 Est. Cost $86.92 Unrealized -6.5%
QCOM QUALCOMM INC 0.7%
Value ($000) $1,608 Shares 14,473 Est. Cost $109.18 Unrealized +0.8%
ALL ALLSTATE CORP COM USD0.01 0.7%
Value ($000) $1,601 Shares 14,369 Est. Cost $121.39 Unrealized -14.7%
FDVV FIDELITY HIGH DIVIDEND ETF 0.7%
Value ($000) $1,592 Shares 41,258 Est. Cost $37.46 Unrealized
NOC NORTHROP GRUMMAN CORP COM USD1 0.7%
Value ($000) $1,583 Shares 3,597 Est. Cost $495.16 Unrealized -14.8%
NTR NUTRIEN LTD COM NPV ISIN #CA67077M1086 SEDOL #BDRJLN0 0.6%
Value ($000) $1,540 Shares 24,925 Est. Cost $70.89 Unrealized -17.8%
DLR DIGITAL REALTY TRUST INC 0.6%
Value ($000) $1,522 Shares 12,577 Est. Cost $94.65 Unrealized +20.0%
BLACKROCK CORPORATE HIGH YIELD INC COM USD0.10 0.6%
Value ($000) $1,506 Shares 174,497 Est. Cost $8.74 Unrealized
GS GOLDMAN SACHS GROUP INC COM USD0.01 0.6%
Value ($000) $1,430 Shares 4,416 Est. Cost $319.74 Unrealized -1.4%
PSX PHILLIPS 66 0.6%
Value ($000) $1,430 Shares 11,902 Est. Cost $91.73 Unrealized +12.6%
AEP AMERICAN ELEC PWR CO INC COM 0.6%
Value ($000) $1,394 Shares 18,538 Est. Cost $79.59 Unrealized -6.6%
EXR EXTRA SPACE STORAGE INC 0.6%
Value ($000) $1,336 Shares 10,989 Est. Cost $137.86 Unrealized -12.1%
TFC TRUIST FINL CORP COM 0.5%
Value ($000) $1,313 Shares 45,898 Est. Cost $36.61 Unrealized -25.9%
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.5%
Value ($000) $1,230 Shares 17,609 Est. Cost $56.68 Unrealized
TXN TEXAS INSTRUMENTS INC COM USD1.00 0.5%
Value ($000) $1,212 Shares 7,621 Est. Cost $157.37 Unrealized +1.0%
UNP UNION PAC CORP COM 0.5%
Value ($000) $1,184 Shares 5,814 Est. Cost $192.39 Unrealized +7.1%
GD GENERAL DYNAMICS CORP COM USD1.00 0.5%
Value ($000) $1,179 Shares 5,338 Est. Cost $228.03 Unrealized -7.4%
IRM IRON MTN INC DEL COM 0.5%
Value ($000) $1,152 Shares 19,376 Est. Cost $45.19 Unrealized +24.6%
PEBO PEOPLES BANCORP INC 0.5%
Value ($000) $1,121 Shares 44,186 Est. Cost $29.38 Unrealized -9.6%
IFF INTERNATIONAL FLAVORS &FRAGRANCES COM USD0.125 0.4%
Value ($000) $1,073 Shares 15,737 Est. Cost $68.77 Unrealized 0.0%
SLF SUN LIFE FINANCIAL INC COM NPV ISIN #CA8667961053 SEDOL #2566124 0.4%
Value ($000) $1,062 Shares 21,768 Est. Cost $46.35 Unrealized +8.1%
PCEF INVESCO EXCH TRADED FD TR II CEF INM COMPSI 0.4%
Value ($000) $1,045 Shares 61,128 Est. Cost $18.12 Unrealized
DOW DOW INC COM 0.4%
Value ($000) $990 Shares 19,204 Est. Cost $40.52 Unrealized +14.3%
ARE ALEXANDRIA REAL ESTATE EQUITIES COM USD0.01 0.4%
Value ($000) $966 Shares 9,644 Est. Cost $116.53 Unrealized -12.5%
EVRG EVERGY INC COM 0.4%
Value ($000) $943 Shares 18,604 Est. Cost $52.54 Unrealized -2.5%
V VISA INC 0.4%
Value ($000) $910 Shares 3,954 Est. Cost $199.41 Unrealized +18.4%
AMZN AMAZON.COM INC 0.4%
Value ($000) $910 Shares 7,155 Est. Cost $98.26 Unrealized +36.4%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.4%
Value ($000) $904 Shares 14,914 Est. Cost $63.91 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.4%
Value ($000) $879 Shares 25,597 Est. Cost $44.20 Unrealized -12.3%
GPC GENUINE PARTS CO COM USD1.00 0.4%
Value ($000) $877 Shares 6,075 Est. Cost $159.11 Unrealized -9.2%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $861 Shares 1,697 Est. Cost $525.01 Unrealized +0.7%
BAC BANK AMERICA CORP COM 0.4%
Value ($000) $858 Shares 31,331 Est. Cost $31.02 Unrealized -10.3%
WESTERN ASSET HIGH INCOME OPPO COM 0.3%
Value ($000) $842 Shares 231,429 Est. Cost $3.92 Unrealized
BLACKROCK INC COM USD0.01 0.3%
Value ($000) $821 Shares 1,268 Est. Cost $707.56 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.3%
Value ($000) $791 Shares 8,929 Est. Cost $89.85 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.3%
Value ($000) $755 Shares 13,945 Est. Cost $43.66 Unrealized +34.0%
BRK/B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B 0.3%
Value ($000) $736 Shares 2,101 Est. Cost $313.79 Unrealized +13.1%
KLAC KLA CORP COM NEW 0.3%
Value ($000) $730 Shares 1,589 Est. Cost $337.92 Unrealized +38.9%
SBUX STARBUCKS CORP COM USD0.001 0.3%
Value ($000) $724 Shares 7,925 Est. Cost $87.86 Unrealized +5.2%
NSC NORFOLK SOUTHN CORP COM 0.3%
Value ($000) $707 Shares 3,589 Est. Cost $220.43 Unrealized -7.0%
AMT AMERICAN TOWER CORP NEW COM 0.3%
Value ($000) $704 Shares 4,280 Est. Cost $184.67 Unrealized -9.2%
PRU PRUDENTIAL FINANCIAL INC 0.3%
Value ($000) $688 Shares 7,256 Est. Cost $86.16 Unrealized -2.2%
NVDA NVIDIA CORPORATION COM 0.3%
Value ($000) $686 Shares 1,577 Est. Cost $14.88 Unrealized +200.9%
RY ROYAL BANK OF CANADA MONTREAL QUE COM NPV ISIN #CA7800871021 SEDOL #2754383 0.3%
Value ($000) $680 Shares 7,772 Est. Cost $94.54 Unrealized -1.6%
BX BLACKSTONE INC 0.3%
Value ($000) $675 Shares 6,301 Est. Cost $79.27 Unrealized +22.9%
LHX L3HARRIS TECHNOLOGIES INC COM 0.3%
Value ($000) $662 Shares 3,801 Est. Cost $191.96 Unrealized -8.8%
GLW CORNING INC 0.3%
Value ($000) $658 Shares 21,602 Est. Cost $30.44 Unrealized +0.9%
FIS FIDELITY NATL INFORMATION SERVICES COM USD0.01 0.3%
Value ($000) $650 Shares 11,760 Est. Cost $54.38 Unrealized 0.0%
NUVEEN MUNICIPAL VALUE FUND INC 0.3%
Value ($000) $627 Shares 75,932 Est. Cost $8.61 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.3%
Value ($000) $619 Shares 5,754 Est. Cost $119.54 Unrealized
USB US BANCORP 0.3%
Value ($000) $608 Shares 18,387 Est. Cost $33.28 Unrealized -2.3%
D DOMINION ENERGY INC COM 0.3%
Value ($000) $606 Shares 13,563 Est. Cost $51.81 Unrealized -15.0%
DE DEERE & CO 0.3%
Value ($000) $605 Shares 1,604 Est. Cost $388.86 Unrealized +2.3%
PFXF VANECK ETF TRUST PREFERRED SECURT 0.2%
Value ($000) $605 Shares 35,983 Est. Cost $16.71 Unrealized
WELLS FARGO CO NEW PERP PFD CNV A 0.2%
Value ($000) $597 Shares 535 Est. Cost $1184.79 Unrealized
LAM RESEARCH CORP COM USD0.001 0.2%
Value ($000) $582 Shares 926 Est. Cost $452.28 Unrealized
SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT 0.2%
Value ($000) $563 Shares 1,320 Est. Cost $405.45 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM USD0.01 0.2%
Value ($000) $543 Shares 52,248 Est. Cost $12.47 Unrealized -19.1%
DOUBLELINE YIELD OPPORTUNITIES COM 0.2%
Value ($000) $540 Shares 36,679 Est. Cost $13.12 Unrealized
NEE NEXTERA ENERGY INC COM USD0.01 0.2%
Value ($000) $535 Shares 9,328 Est. Cost $73.70 Unrealized -12.6%
BLACKROCK RES &COMMODITIES ST SHS 0.2%
Value ($000) $533 Shares 57,926 Est. Cost $9.97 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.2%
Value ($000) $513 Shares 14,427 Est. Cost $33.20 Unrealized
ELV ELEVANCE HEALTH INC COM 0.2%
Value ($000) $508 Shares 1,165 Est. Cost $483.67 Unrealized -9.7%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.2%
Value ($000) $505 Shares 35,959 Est. Cost $12.61 Unrealized
STAG STAG INDUSTRIAL INC 0.2%
Value ($000) $479 Shares 13,876 Est. Cost $33.40 Unrealized
LKFN LAKELAND FINANCIAL CORP 0.2%
Value ($000) $475 Shares 10,003 Est. Cost $68.37 Unrealized -30.3%
LLY ELI LILLY &CO COM 0.2%
Value ($000) $471 Shares 876 Est. Cost $345.79 Unrealized +46.6%
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.2%
Value ($000) $458 Shares 20,122 Est. Cost $24.81 Unrealized
XMUIX BLACKROCK MUNICIPAL INCOME FUND INC 0.2%
Value ($000) $449 Shares 44,197 Est. Cost $11.34 Unrealized
RSG REPUBLIC SERVICES INC 0.2%
Value ($000) $448 Shares 3,145 Est. Cost $128.06 Unrealized +12.7%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $444 Shares 3,366 Est. Cost $95.78 Unrealized +34.7%
CSX CSX CORP COM USD1 0.2%
Value ($000) $443 Shares 14,408 Est. Cost $28.75 Unrealized +6.4%
FLAH &CRUM TTL RTRN FND 0.2%
Value ($000) $435 Shares 31,751 Est. Cost $15.79 Unrealized
GIS GENERAL MILLS INC COM USD0.10 0.2%
Value ($000) $425 Shares 6,635 Est. Cost $72.93 Unrealized -11.5%
XIFR NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 0.2%
Value ($000) $424 Shares 14,288 Est. Cost $57.57 Unrealized -12.0%
REGL PROSHARES TR S&P MDCP 400 DIV 0.2%
Value ($000) $388 Shares 5,808 Est. Cost $71.43 Unrealized
NOW SERVICENOW INC COM USD0.001 0.2%
Value ($000) $386 Shares 690 Est. Cost $82.05 Unrealized +39.0%
SMG SCOTTS MIRACLE-GRO CO CL A 0.2%
Value ($000) $381 Shares 7,373 Est. Cost $47.61 Unrealized +8.6%
EQIX EQUINIX INC COM 0.1%
Value ($000) $362 Shares 497 Est. Cost $578.99 Unrealized +27.1%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $358 Shares 2,736 Est. Cost $98.72 Unrealized +30.1%
NI NISOURCE INC COM USD0.01 0.1%
Value ($000) $358 Shares 14,491 Est. Cost $24.70 Unrealized +1.4%
ALB ALBEMARLE CORP COM USD0.01 0.1%
Value ($000) $356 Shares 2,094 Est. Cost $224.62 Unrealized -14.8%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $349 Shares 2,969 Est. Cost $96.28 Unrealized +4.9%
CBRL CRACKER BARREL OLD COUNTRY STORE INC 0.1%
Value ($000) $337 Shares 5,012 Est. Cost $87.80 Unrealized -13.4%
CCI CROWN CASTLE INC COM 0.1%
Value ($000) $325 Shares 3,536 Est. Cost $107.85 Unrealized -16.2%
SPG SIMON PROPERTY GROUP INC 0.1%
Value ($000) $323 Shares 2,993 Est. Cost $93.93 Unrealized +9.9%
TDIV FIRST TR EXCHANGE TRADED FD VI NASDAQ TECH DIVID INDEX FD 0.1%
Value ($000) $313 Shares 5,580 Est. Cost $47.80 Unrealized
BHP BHP GROUP LTD SPON ADS EACH REP 2 ORD SHS 0.1%
Value ($000) $312 Shares 5,489 Est. Cost $61.82 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.1%
Value ($000) $311 Shares 16,914 Est. Cost $19.49 Unrealized -9.4%
NUE NUCOR CORP COM USD0.40 0.1%
Value ($000) $310 Shares 1,984 Est. Cost $129.61 Unrealized +23.1%
XLK SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS 0.1%
Value ($000) $294 Shares 1,795 Est. Cost $124.25 Unrealized
COST COSTCO WHOLESALE CORP COM USD0.01 0.1%
Value ($000) $286 Shares 506 Est. Cost $473.34 Unrealized +12.4%
AWR AMER STATES WTR CO COM 0.1%
Value ($000) $286 Shares 3,630 Est. Cost $80.59 Unrealized 0.0%
LOW LOWES COMPANIES INC COM USD0.50 0.1%
Value ($000) $276 Shares 1,331 Est. Cost $190.04 Unrealized +13.1%
YUM YUM! BRANDS INC 0.1%
Value ($000) $266 Shares 2,126 Est. Cost $114.06 Unrealized +10.1%
FUTY FIDELITY MSCI UTILS INDEX ETF 0.1%
Value ($000) $256 Shares 6,760 Est. Cost $45.50 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.1%
Value ($000) $253 Shares 31,613 Est. Cost $6.23 Unrealized +41.2%
NUVEEN QUALITY MUNCP INCOME FD COM 0.1%
Value ($000) $224 Shares 22,051 Est. Cost $11.80 Unrealized
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.1%
Value ($000) $216 Shares 5,090 Est. Cost $44.84 Unrealized
VOO VANGUARD INDEX FUNDS S&P 500 ETF USD 0.1%
Value ($000) $214 Shares 545 Est. Cost $362.63 Unrealized
SOXX ISHARES TR ISHARES SEMICDTR 0.1%
Value ($000) $201 Shares 421 Est. Cost $365.02 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $189 Shares 2,864 Est. Cost $73.85 Unrealized -9.2%
FIDU FIDELITY MSCI INDL INDEX ETF 0.1%
Value ($000) $184 Shares 3,402 Est. Cost $50.72 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.1%
Value ($000) $184 Shares 1,074 Est. Cost $171.51 Unrealized
CNI CANADIAN NATL RY CO COM ISIN #CA1363751027 SEDOL #2180632 0.1%
Value ($000) $179 Shares 1,649 Est. Cost $112.24 Unrealized -2.6%
INTC INTEL CORP COM USD0.001 0.1%
Value ($000) $178 Shares 5,003 Est. Cost $26.71 Unrealized +28.1%
BA BOEING CO 0.1%
Value ($000) $177 Shares 924 Est. Cost $165.74 Unrealized +32.0%
INVESCO MUN INCOME OPPRTNTS TR COM USD0.01 0.1%
Value ($000) $174 Shares 29,991 Est. Cost $6.24 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 0.1%
Value ($000) $171 Shares 478 Est. Cost $270.86 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $169 Shares 619 Est. Cost $213.24 Unrealized +22.6%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $169 Shares 4,453 Est. Cost $41.82 Unrealized -13.5%
AES AES CORP COM USD0.01 0.1%
Value ($000) $166 Shares 10,925 Est. Cost $23.46 Unrealized -27.5%
TJX TJX COMPANIES INC 0.1%
Value ($000) $159 Shares 1,792 Est. Cost $70.72 Unrealized +20.7%
MOAT VANECK ETF TRUST MRNGSTR WDE MOAT 0.1%
Value ($000) $155 Shares 2,040 Est. Cost $68.45 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $153 Shares 609 Est. Cost $181.25 Unrealized +41.7%
FRME FIRST MERCHANTS CORP 0.1%
Value ($000) $151 Shares 5,432 Est. Cost $37.11 Unrealized -26.6%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $150 Shares 379 Est. Cost $326.01 Unrealized +21.5%
KELLANOVA COM 0.1%
Value ($000) $149 Shares 2,495 Est. Cost $54.90 Unrealized 0.0%
EOG EOG RESOURCES INC 0.1%
Value ($000) $146 Shares 1,155 Est. Cost $117.82 Unrealized -0.6%
FMAT FIDELITY MSCI MATLS INDEX ETF 0.1%
Value ($000) $145 Shares 3,273 Est. Cost $43.74 Unrealized
BLACKROCK MUNIYIELD QUALITY FD COM 0.1%
Value ($000) $136 Shares 14,236 Est. Cost $11.22 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $133 Shares 1,378 Est. Cost $97.62 Unrealized +2.9%
BLACKROCK MUNIASSETS FUND INC 0.1%
Value ($000) $127 Shares 14,073 Est. Cost $10.78 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 0.1%
Value ($000) $122 Shares 645 Est. Cost $183.22 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $122 Shares 1,100 Est. Cost $48.38 Unrealized +83.3%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $121 Shares 1,000 Est. Cost $112.73 Unrealized +4.5%
BANK MONTREAL QUE MICROSECTORS US BIG OIL INDEX 3X LEVERAGED ETN NEW 03/25/2039 CALLABLE 0.0%
Value ($000) $119 Shares 237 Est. Cost $492.28 Unrealized
SIXG ETF SER SOLUTIONS DEFIANCE NEXT 0.0%
Value ($000) $115 Shares 3,683 Est. Cost $29.88 Unrealized
EWA ISHARES INC MSCI AUST ETF 0.0%
Value ($000) $114 Shares 5,296 Est. Cost $21.80 Unrealized
AXP AMERICAN EXPRESS CO COM USD0.20 0.0%
Value ($000) $110 Shares 734 Est. Cost $142.79 Unrealized +11.3%
ITW ILLINOIS TOOL WORKS INC COM USD0.01 0.0%
Value ($000) $109 Shares 474 Est. Cost $209.11 Unrealized +10.0%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $106 Shares 2,597 Est. Cost $40.83 Unrealized -0.3%
HSY HERSHEY COMPANY COM USD1.00 0.0%
Value ($000) $104 Shares 521 Est. Cost $209.09 Unrealized -0.2%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $103 Shares 839 Est. Cost $101.77 Unrealized
VDC VANGUARD WORLD FDS VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $100 Shares 549 Est. Cost $191.87 Unrealized
HIW HIGHWOODS PROPERTIES INC 0.0%
Value ($000) $99 Shares 4,797 Est. Cost $24.11 Unrealized
NUVEEN PFD &INCOME SECS FD COM 0.0%
Value ($000) $96 Shares 15,564 Est. Cost $6.78 Unrealized
MDLZ MONDELEZ INTL INC COM NPV 0.0%
Value ($000) $95 Shares 1,373 Est. Cost $58.01 Unrealized +15.9%
ADI ANALOG DEVICES INC COM USD0.16 2/3 0.0%
Value ($000) $94 Shares 538 Est. Cost $147.75 Unrealized +19.8%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $94 Shares 399 Est. Cost $247.85 Unrealized
SLV ISHARES SILVER TR ISHARES 0.0%
Value ($000) $94 Shares 4,604 Est. Cost $21.44 Unrealized
CP CANADIAN PAC KANS CITY LTD ISIN #CA13646K1084 SEDOL #BMBQR09 0.0%
Value ($000) $90 Shares 1,204 Est. Cost $78.01 Unrealized 0.0%
AMAT APPLIED MATERIALS INC COM USD0.01 0.0%
Value ($000) $87 Shares 628 Est. Cost $93.28 Unrealized +50.5%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $86 Shares 1,060 Est. Cost $92.57 Unrealized -9.9%
LNC LINCOLN NATIONAL CORP COM NPV 0.0%
Value ($000) $85 Shares 3,459 Est. Cost $27.25 Unrealized -16.8%
MS MORGAN STANLEY COM USD0.01 0.0%
Value ($000) $85 Shares 1,044 Est. Cost $77.09 Unrealized +4.2%
BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG SHS CL A ISIN #CA11275Q1072 SEDOL #BLB7675 0.0%
Value ($000) $83 Shares 2,352 Est. Cost $39.46 Unrealized
FDX FEDEX CORP COM USD0.10 0.0%
Value ($000) $81 Shares 305 Est. Cost $155.01 Unrealized +59.2%
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 0.0%
Value ($000) $80 Shares 771 Est. Cost $108.02 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $79 Shares 607 Est. Cost $135.26 Unrealized
BMO BANK OF MONTREAL COM NPV ISIN #CA0636711016 SEDOL #2076009 0.0%
Value ($000) $78 Shares 923 Est. Cost $79.66 Unrealized -0.1%
WELL WELLTOWER INC COM 0.0%
Value ($000) $78 Shares 947 Est. Cost $59.74 Unrealized +30.8%
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $76 Shares 1,737 Est. Cost $41.92 Unrealized
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value ($000) $76 Shares 13,876 Est. Cost $10.54 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $70 Shares 638 Est. Cost $90.27 Unrealized +12.4%
TECK TECK RESOURCES LTD ISIN #CA8787422044 SEDOL #2879327 0.0%
Value ($000) $69 Shares 1,609 Est. Cost $34.62 Unrealized +19.7%
TROW PRICE T ROWE GROUPS COM USD0.20 0.0%
Value ($000) $69 Shares 655 Est. Cost $97.76 Unrealized +2.6%
MO ALTRIA GROUP INC 0.0%
Value ($000) $67 Shares 1,600 Est. Cost $35.21 Unrealized +3.5%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $66 Shares 648 Est. Cost $90.62 Unrealized
MSEX MIDDLESEX WTR CO COM 0.0%
Value ($000) $66 Shares 994 Est. Cost $86.79 Unrealized -11.3%
FLAHERTY &CRUMRINE DYNAMIC PF SHS 0.0%
Value ($000) $65 Shares 3,861 Est. Cost $18.69 Unrealized
AFL AFLAC INC COM USD0.10 0.0%
Value ($000) $64 Shares 834 Est. Cost $62.58 Unrealized +12.7%
IHF ISHARES TR US HLTHCR PR ETF 0.0%
Value ($000) $64 Shares 259 Est. Cost $268.19 Unrealized
EXC EXELON CORP COM NPV 0.0%
Value ($000) $63 Shares 1,679 Est. Cost $35.65 Unrealized +4.5%
ARLP ALLIANCE RESOURCE PARTNERS L P UT LTD PART 0.0%
Value ($000) $61 Shares 2,707 Est. Cost $20.32 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $59 Shares 524 Est. Cost $121.47 Unrealized +2.2%
AI C3 AI INC CL A 0.0%
Value ($000) $55 Shares 2,150 Est. Cost $33.38 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $55 Shares 984 Est. Cost $50.83 Unrealized +10.1%
KR KROGER CO COM USD1.00 0.0%
Value ($000) $54 Shares 1,204 Est. Cost $42.86 Unrealized +4.1%
DRLL EA SERIES TRUST STRIVE US ENERGY 0.0%
Value ($000) $53 Shares 1,758 Est. Cost $29.11 Unrealized
BTI BRITISH AMERICAN TOBACCO LVL II ADR EACH REP 1 ORD GBP0.25 BNY 0.0%
Value ($000) $51 Shares 1,626 Est. Cost $34.65 Unrealized
HBNC HORIZON BANCORP INC COM 0.0%
Value ($000) $50 Shares 4,728 Est. Cost $16.39 Unrealized -31.5%
XMVFX BLACKROCK MUNIVEST FUND INC 0.0%
Value ($000) $50 Shares 8,236 Est. Cost $7.00 Unrealized
KBE SPDR SER TR S&P BK ETF 0.0%
Value ($000) $48 Shares 1,312 Est. Cost $45.16 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $48 Shares 974 Est. Cost $41.90 Unrealized +16.7%
OZK BANK OZK LITTLE ROCK ARK COM 0.0%
Value ($000) $48 Shares 1,289 Est. Cost $37.97 Unrealized -3.0%
FENY FIDELITY MSCI ENERGY INDEX ETF 0.0%
Value ($000) $46 Shares 1,856 Est. Cost $23.57 Unrealized
NGG NATIONAL GRID SPON ADR EACH REP 5 ORD SHS POST SPLT 0.0%
Value ($000) $46 Shares 759 Est. Cost $60.43 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $46 Shares 380 Est. Cost $109.40 Unrealized -1.4%
ORCL ORACLE CORP 0.0%
Value ($000) $45 Shares 429 Est. Cost $73.20 Unrealized +54.1%
WLK WESTLAKE CORPORATION COM USD0.01 0.0%
Value ($000) $43 Shares 347 Est. Cost $98.00 Unrealized +24.9%
PSA PUBLIC STORAGE COM USD0.10 0.0%
Value ($000) $43 Shares 163 Est. Cost $256.46 Unrealized -1.1%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $41 Shares 712 Est. Cost $68.99 Unrealized -13.8%
EWS ISHARES MSCI SINGAPORE ETF 0.0%
Value ($000) $41 Shares 2,228 Est. Cost $18.35 Unrealized
MPC MARATHON PETROLEUM CORP COM USD0.01 0.0%
Value ($000) $40 Shares 267 Est. Cost $106.44 Unrealized +24.6%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $40 Shares 724 Est. Cost $53.44 Unrealized 0.0%
BLACKROCK MUNIYIELD QUALITY FUND INC 0.0%
Value ($000) $39 Shares 3,852 Est. Cost $11.58 Unrealized
RIO RIO TINTO ADR EACH REP 1 ORD 0.0%
Value ($000) $38 Shares 595 Est. Cost $71.23 Unrealized
HYG ISHARES TR IBOXX HI YD ETF 0.0%
Value ($000) $38 Shares 511 Est. Cost $73.65 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS INC CO 0.0%
Value ($000) $37 Shares 600 Est. Cost $49.85 Unrealized +32.2%
SCHP SCHWAB STRATEGIC TR US TIPS ETF 0.0%
Value ($000) $37 Shares 736 Est. Cost $51.74 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $36 Shares 175 Est. Cost $204.11 Unrealized
VGT VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $36 Shares 87 Est. Cost $319.82 Unrealized
AZN ASTRAZENECA ADR REP 0.5 ORD 0.0%
Value ($000) $36 Shares 528 Est. Cost $67.81 Unrealized
IRT INDEPENDENCE REALTY TRUST INC COM USD0.01 0.0%
Value ($000) $36 Shares 2,529 Est. Cost $16.86 Unrealized
ROK ROCKWELL AUTOMATION INC COM USD1 0.0%
Value ($000) $35 Shares 124 Est. Cost $237.86 Unrealized +24.7%
HON HONEYWELL INTERNATIONAL INC COM USD1 0.0%
Value ($000) $35 Shares 189 Est. Cost $178.76 Unrealized -2.7%
ADP AUTOMATIC DATA PROCESSING INC COM USD0.10 0.0%
Value ($000) $35 Shares 143 Est. Cost $228.99 Unrealized +0.9%
FLAHERTY &CRUMRINE PFD INCOME COM 0.0%
Value ($000) $34 Shares 3,761 Est. Cost $11.11 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $34 Shares 434 Est. Cost $63.88 Unrealized +23.2%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $34 Shares 250 Est. Cost $137.83 Unrealized 0.0%
BLACKROCK ENERGY AND RESOURCES TRUST 0.0%
Value ($000) $33 Shares 2,521 Est. Cost $12.54 Unrealized
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT 0.0%
Value ($000) $32 Shares 3,090 Est. Cost $12.08 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $32 Shares 73 Est. Cost $367.20 Unrealized +13.5%
FNCL FIDELITY MSCI FINLS INDEX ETF 0.0%
Value ($000) $32 Shares 678 Est. Cost $47.72 Unrealized
META META PLATFORMS INC CLASS A COMMON STOCK 0.0%
Value ($000) $31 Shares 103 Est. Cost $116.61 Unrealized +156.6%
AEE AMEREN CORP COM USD0.01 0.0%
Value ($000) $31 Shares 412 Est. Cost $76.13 Unrealized -0.9%
SONY SONY GROUP CORPORATION SPON ADS EACH REPR 1 ORD SHS 0.0%
Value ($000) $31 Shares 373 Est. Cost $76.21 Unrealized
ED CONSOLIDATED EDISON INC COM USD0.10 0.0%
Value ($000) $31 Shares 359 Est. Cost $81.67 Unrealized +2.7%
XLI SELECT SECTOR SPDR TR INDL 0.0%
Value ($000) $30 Shares 301 Est. Cost $98.31 Unrealized
POWW AMMO INC COM ISIN #US00175J1079 0.0%
Value ($000) $28 Shares 14,040 Est. Cost $2.07 Unrealized +1.5%
BKH BLACK HILLS CORP 0.0%
Value ($000) $28 Shares 559 Est. Cost $57.89 Unrealized -12.8%
TOTAL ENERGIES SE 0.0%
Value ($000) $28 Shares 425 Est. Cost $62.08 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $27 Shares 200 Est. Cost $138.06 Unrealized 0.0%
MLM MARTIN MARIETTA MATERIALS INC COM USD0.01 0.0%
Value ($000) $27 Shares 66 Est. Cost $334.71 Unrealized +30.3%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $27 Shares 360 Est. Cost $82.39 Unrealized
LABORATORY CORP AMER HLDGS COM USD0.1 0.0%
Value ($000) $27 Shares 135 Est. Cost $236.47 Unrealized
ITA ISHARES TR US AER DEF ETF 0.0%
Value ($000) $27 Shares 254 Est. Cost $112.02 Unrealized
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.0%
Value ($000) $27 Shares 678 Est. Cost $31.05 Unrealized
WPM WHEATON PRECIOUS METALS CORP COM NPV ISIN #CA9628791027 SEDOL #BF13KN5 0.0%
Value ($000) $26 Shares 654 Est. Cost $35.08 Unrealized +20.5%
ROYCE VALUE TRUST INC 0.0%
Value ($000) $26 Shares 2,000 Est. Cost $13.26 Unrealized
FE FIRSTENERGY CORP COM USD0.10 0.0%
Value ($000) $25 Shares 734 Est. Cost $34.36 Unrealized -1.9%
TRV TRAVELERS COMPANIES INC COM STK NPV 0.0%
Value ($000) $25 Shares 151 Est. Cost $159.78 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $25 Shares 239 Est. Cost $66.01 Unrealized +64.5%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $24 Shares 1,250 Est. Cost $13.85 Unrealized +11.7%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $24 Shares 89 Est. Cost $220.44 Unrealized +27.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $23 Shares 345 Est. Cost $71.08 Unrealized +2.0%
SPHD INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 0.0%
Value ($000) $23 Shares 591 Est. Cost $43.82 Unrealized
PANL PANGAEA LOGISTICS SOLUTIONS LTD COM USD0.0001 0.0%
Value ($000) $23 Shares 3,889 Est. Cost $4.79 Unrealized +14.1%
F FORD MTR CO DEL COM 0.0%
Value ($000) $23 Shares 1,841 Est. Cost $10.07 Unrealized +10.2%
NVO NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1 0.0%
Value ($000) $23 Shares 251 Est. Cost $90.88 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $22 Shares 199 Est. Cost $106.48 Unrealized +6.1%
SLB SCHLUMBERGER LIMITED COM USD0.01 0.0%
Value ($000) $22 Shares 383 Est. Cost $46.17 Unrealized +17.9%
KMI KINDER MORGAN INC COM USD0.01 0.0%
Value ($000) $21 Shares 1,295 Est. Cost $15.18 Unrealized +0.5%
TM TOYOTA MOTOR CORP ADR-EACH REP 10 ORD NPV LVL 0.0%
Value ($000) $21 Shares 119 Est. Cost $137.06 Unrealized
BOTZ GLOBAL X FDS RBTCS ARTFL INTE 0.0%
Value ($000) $21 Shares 852 Est. Cost $20.55 Unrealized
EC ECOPETROL S A SPONSORED ADS ISIN #US2791581091 SEDOL #B55ZBS9 0.0%
Value ($000) $21 Shares 1,783 Est. Cost $11.08 Unrealized
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 0.0%
Value ($000) $20 Shares 96 Est. Cost $196.89 Unrealized
CB CHUBB LIMITED COM NPV ISIN #CH0044328745 0.0%
Value ($000) $20 Shares 98 Est. Cost $199.92 Unrealized -1.6%
CTAS CINTAS CORP 0.0%
Value ($000) $20 Shares 42 Est. Cost $105.21 Unrealized +16.0%
CDNS CADENCE DESIGN SYSTEMS INC COM USD0.01 0.0%
Value ($000) $20 Shares 86 Est. Cost $159.86 Unrealized +46.4%
KVUE KENVUE INC COM 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $21.04 Unrealized 0.0%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $11.47 Unrealized +21.0%
BATT AMPLIFY ETF TR AMPLIFY LITHIUM 0.0%
Value ($000) $19 Shares 1,703 Est. Cost $11.71 Unrealized
FOLD AMICUS THERAPEUTICS INC 0.0%
Value ($000) $19 Shares 1,575 Est. Cost $11.26 Unrealized +14.6%
AWK AMERICAN WATER WORKS COMPANY INC COM USD0.01 0.0%
Value ($000) $19 Shares 154 Est. Cost $134.83 Unrealized -1.5%
VFC V F CORP COM NPV 0.0%
Value ($000) $19 Shares 1,071 Est. Cost $29.39 Unrealized -35.2%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $19 Shares 343 Est. Cost $71.85 Unrealized -18.6%
MATTERPORT INC COM CL A 0.0%
Value ($000) $19 Shares 8,618 Est. Cost $2.80 Unrealized
NEM NEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2 0.0%
Value ($000) $19 Shares 505 Est. Cost $40.82 Unrealized -6.1%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $18 Shares 1,125 Est. Cost $13.59 Unrealized +20.5%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $18 Shares 174 Est. Cost $233.12 Unrealized -39.2%
DMLP DORCHESTER MINERALS LP COM UNIT 0.0%
Value ($000) $18 Shares 630 Est. Cost $30.07 Unrealized
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $18 Shares 1,858 Est. Cost $11.34 Unrealized
SCI SERVICE CORPORATION INTERNATIONAL COM USD1.00 0.0%
Value ($000) $18 Shares 310 Est. Cost $66.61 Unrealized -5.2%
CFR CULLEN/FROST BANKERS INC 0.0%
Value ($000) $18 Shares 193 Est. Cost $125.11 Unrealized -25.1%
HR HEALTHCARE RLTY TR CL A COM 0.0%
Value ($000) $17 Shares 1,146 Est. Cost $19.14 Unrealized
ITT ITT INC COM 0.0%
Value ($000) $17 Shares 177 Est. Cost $77.46 Unrealized +26.7%
FAST FASTENAL COM STK USD0.01 0.0%
Value ($000) $17 Shares 316 Est. Cost $22.64 Unrealized +18.4%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $17 Shares 466 Est. Cost $32.24 Unrealized +31.2%
GABELLI UTILITY TRUST COM USD0.001 0.0%
Value ($000) $17 Shares 3,116 Est. Cost $7.43 Unrealized
XLF SELECT SECTOR SPDR TR FINANCIAL 0.0%
Value ($000) $16 Shares 490 Est. Cost $34.19 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM USD0.01 0.0%
Value ($000) $16 Shares 141 Est. Cost $97.14 Unrealized +14.5%
MKC MCCORMICK &COMPANY INC COM NPV 0.0%
Value ($000) $15 Shares 202 Est. Cost $74.83 Unrealized +5.1%
VMC VULCAN MATERIALS CO 0.0%
Value ($000) $15 Shares 76 Est. Cost $167.54 Unrealized +27.6%
CLX CLOROX CO COM USD1.00 0.0%
Value ($000) $15 Shares 116 Est. Cost $127.85 Unrealized +9.4%
VOYA GLBL ADV &PREM OPP FD COM 0.0%
Value ($000) $15 Shares 1,800 Est. Cost $8.70 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $15 Shares 198 Est. Cost $52.69 Unrealized +60.0%
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $15 Shares 74 Est. Cost $150.66 Unrealized +31.5%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $14 Shares 58 Est. Cost $210.48 Unrealized
WCC WESCO INTERNATIONAL INC 0.0%
Value ($000) $14 Shares 98 Est. Cost $122.63 Unrealized +28.7%
LEG LEGGETT &PLATT INC COM USD0.01 0.0%
Value ($000) $14 Shares 550 Est. Cost $30.07 Unrealized -6.5%
SFL SFL CORPORATION LTD COM USD0.01 0.0%
Value ($000) $14 Shares 1,250 Est. Cost $9.79 Unrealized +5.9%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $14 Shares 359 Est. Cost $34.95 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.0%
Value ($000) $14 Shares 199 Est. Cost $74.45 Unrealized
ATLANTICA SUSTAINABLE INFR PLC ISIN #GB00BLP5YB54 SEDOL #BLP5YB5 SHS 0.0%
Value ($000) $13 Shares 704 Est. Cost $25.63 Unrealized
SPIR SPIRE GLOBAL INC COM CL A NEW 0.0%
Value ($000) $13 Shares 2,748 Est. Cost $5.19 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $13 Shares 144 Est. Cost $97.95 Unrealized -6.5%
BLMN BLOOMIN BRANDS INC COM USD0.01 0.0%
Value ($000) $13 Shares 535 Est. Cost $18.79 Unrealized +25.4%
DRIV GLOBAL X FDS AUTONMOUS EV ETF 0.0%
Value ($000) $13 Shares 559 Est. Cost $19.86 Unrealized
BANX ARROWMARK FINANCIAL CORP COM 0.0%
Value ($000) $13 Shares 750 Est. Cost $11.84 Unrealized +5.7%
EG EVEREST GROUP LTD COM STK USD0.01 0.0%
Value ($000) $13 Shares 35 Est. Cost $295.65 Unrealized +18.0%
NFLX NETFLIX INC 0.0%
Value ($000) $13 Shares 34 Est. Cost $28.05 Unrealized +51.1%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $13 Shares 221 Est. Cost $79.85 Unrealized -18.6%
XYL XYLEM INC COM USD0.01 0.0%
Value ($000) $13 Shares 141 Est. Cost $100.99 Unrealized -0.7%
EATON VANCE MUNICIPAL INCOME TRUST 0.0%
Value ($000) $13 Shares 1,426 Est. Cost $9.87 Unrealized
HANCOCK JOHN INVT TR TAX ADV GLB SH 0.0%
Value ($000) $13 Shares 2,879 Est. Cost $4.91 Unrealized
PANW PALO ALTO NETWORKS INC COM USD0.0001 0.0%
Value ($000) $13 Shares 54 Est. Cost $80.29 Unrealized +47.4%
IBB ISHARES TR ISHARES BIOTECH 0.0%
Value ($000) $12 Shares 102 Est. Cost $131.29 Unrealized
RCL ROYAL CARIBBEAN GROUP COM USD0.01 0.0%
Value ($000) $12 Shares 133 Est. Cost $51.52 Unrealized +91.1%
IGHG PROSHARES TRUST INVESTMENT GRADE INTEREST RATE HEDGED 0.0%
Value ($000) $12 Shares 165 Est. Cost $71.03 Unrealized
BLACKROCK MUN INCOME QUALITY T COM 0.0%
Value ($000) $12 Shares 1,231 Est. Cost $11.35 Unrealized
STRV EA SERIES TRUST STRIVE 500 ETF 0.0%
Value ($000) $12 Shares 438 Est. Cost $24.24 Unrealized
DOUBLELINE INCOME SOLUTIONS FD COM 0.0%
Value ($000) $12 Shares 1,011 Est. Cost $11.12 Unrealized
HIG HARTFORD FINANCIAL SERVICES GRP INC COM USD0.01 0.0%
Value ($000) $12 Shares 165 Est. Cost $67.70 Unrealized +2.5%
SPXL DIREXION DLY S&P 500 BULL 3X 0.0%
Value ($000) $11 Shares 146 Est. Cost $63.79 Unrealized
PID INVESCO EXCHANGE TRADED FD TR INTL DIVI ACHI 0.0%
Value ($000) $11 Shares 683 Est. Cost $16.73 Unrealized
KKR KKR &CO INC COM 0.0%
Value ($000) $11 Shares 184 Est. Cost $47.56 Unrealized +25.7%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $11 Shares 722 Est. Cost $15.06 Unrealized +3.7%
PROSHARES TR ULTRAPRO SHT QQQ 0.0%
Value ($000) $11 Shares 551 Est. Cost $37.47 Unrealized
FTS FORTIS INC COM ISIN #CA3495531079 SEDOL #2347200 0.0%
Value ($000) $11 Shares 291 Est. Cost $34.63 Unrealized +7.3%
WSO WATSCO INC 0.0%
Value ($000) $11 Shares 29 Est. Cost $263.49 Unrealized +37.2%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $11 Shares 333 Est. Cost $35.76 Unrealized -3.1%
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.0%
Value ($000) $11 Shares 232 Est. Cost $51.44 Unrealized
NUVEEN S&P 500 BUY-WRITE INCOM COM 0.0%
Value ($000) $11 Shares 860 Est. Cost $12.65 Unrealized
FDL FIRST TR MORNINGSTAR DIVID LEA SHS 0.0%
Value ($000) $11 Shares 322 Est. Cost $36.54 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $11 Shares 52 Est. Cost $200.68 Unrealized +4.7%
FISV FISERV INC COM STK USD0.01 0.0%
Value ($000) $11 Shares 95 Est. Cost $99.59 Unrealized +23.7%
USMV ISHARES TR MSCI USA MIN VOL 0.0%
Value ($000) $11 Shares 147 Est. Cost $72.04 Unrealized
STM STMICROELECTRONICS SPON ADR EACH REP 1 ORD SHS 0.0%
Value ($000) $11 Shares 246 Est. Cost $35.53 Unrealized
LAZARD GLOBAL TOTAL RETURN &I COM 0.0%
Value ($000) $10 Shares 750 Est. Cost $14.64 Unrealized
TCPC BLACKROCK TCP CAPITAL CORP COM 0.0%
Value ($000) $10 Shares 875 Est. Cost $12.47 Unrealized -3.6%
DRS LEONARDO DRS INC COM 0.0%
Value ($000) $10 Shares 600 Est. Cost $16.71 Unrealized 0.0%
PFFA ETFIS SER TR I VIRTUS INFRCAP 0.0%
Value ($000) $10 Shares 504 Est. Cost $18.23 Unrealized
ETR ENTERGY CORP 0.0%
Value ($000) $10 Shares 104 Est. Cost $48.78 Unrealized -8.1%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $10 Shares 67 Est. Cost $147.14 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC COM USD0.10 0.0%
Value ($000) $9 Shares 250 Est. Cost $39.01 Unrealized 0.0%
REXR REXFORD INDUSTRIAL REALTY IN 0.0%
Value ($000) $9 Shares 186 Est. Cost $49.26 Unrealized
IOVA IOVANCE BIOTHERAPEUTICS INC COM 0.0%
Value ($000) $9 Shares 2,000 Est. Cost $6.53 Unrealized 0.0%
OBDC BLUE OWL CAPITAL CORPORATION COM USD0.01 0.0%
Value ($000) $9 Shares 650 Est. Cost $8.27 Unrealized +26.0%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $9 Shares 73 Est. Cost $133.49 Unrealized -2.8%
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BD ETF 0.0%
Value ($000) $9 Shares 187 Est. Cost $47.81 Unrealized
FDHY FIDELITY HIGH YIELD FACTOR ETF 0.0%
Value ($000) $9 Shares 196 Est. Cost $46.56 Unrealized
FXH FIRST TR EXCHANGE TRADED FD II HEALTH CARE ALPHADEX FD ANNUAL 0.0%
Value ($000) $9 Shares 91 Est. Cost $108.97 Unrealized
LIT GLOBAL X LITHIUM AND BATTERY TECH ETF 0.0%
Value ($000) $9 Shares 160 Est. Cost $58.71 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY 0.0%
Value ($000) $9 Shares 174 Est. Cost $44.01 Unrealized
KXI ISHARES TR GLB CNSM STP ETF 0.0%
Value ($000) $9 Shares 152 Est. Cost $59.53 Unrealized
CMCSA COMCAST CORP 0.0%
Value ($000) $9 Shares 192 Est. Cost $30.18 Unrealized +37.5%
FMHI FIRST TR EXCHANGE-TRADED FD III MUNICIPAL HIGH INCOME ETF 0.0%
Value ($000) $8 Shares 188 Est. Cost $46.18 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $8 Shares 43 Est. Cost $182.59 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $8 Shares 477 Est. Cost $18.93 Unrealized -10.5%
BSM BLACK STONE MINERALS L P COM UNIT 0.0%
Value ($000) $8 Shares 474 Est. Cost $16.86 Unrealized
LIN LINDE PLC COM EUR0.001 0.0%
Value ($000) $8 Shares 22 Est. Cost $322.30 Unrealized +14.5%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $8 Shares 20 Est. Cost $450.98 Unrealized -3.1%
NNN NNN REIT INC COM 0.0%
Value ($000) $8 Shares 224 Est. Cost $45.44 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $8 Shares 29 Est. Cost $281.87 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $8 Shares 320 Est. Cost $29.44 Unrealized -20.7%
VYMI VANGUARD WHITEHALL FDS INTL HIGH ETF 0.0%
Value ($000) $8 Shares 122 Est. Cost $59.78 Unrealized
LIBERTY ALL-STAR EQUITY FUND 0.0%
Value ($000) $7 Shares 1,251 Est. Cost $5.70 Unrealized
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value ($000) $7 Shares 600 Est. Cost $8.19 Unrealized +49.7%
SNSR GLOBAL X FDS INTERNET OF THNG 0.0%
Value ($000) $7 Shares 236 Est. Cost $28.89 Unrealized
VDE VANGUARD ENERGY INDEX FUND 0.0%
Value ($000) $7 Shares 55 Est. Cost $121.63 Unrealized
FMAO FARMERS &MERCHANTS BANCORP IN COM 0.0%
Value ($000) $7 Shares 387 Est. Cost $25.06 Unrealized -26.1%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $7 Shares 114 Est. Cost $70.44 Unrealized
LQDI ISHARES U S ETF TR INFLATION HEDG 0.0%
Value ($000) $7 Shares 272 Est. Cost $25.07 Unrealized
FDTX FIDELITY DISRUPTIVE TECH ETF 0.0%
Value ($000) $7 Shares 278 Est. Cost $23.60 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $7 Shares 46 Est. Cost $114.25 Unrealized +6.9%
SWBI SMITH &WESSON BRANDS INC COM 0.0%
Value ($000) $6 Shares 503 Est. Cost $10.53 Unrealized +18.5%
PEY INVESCO EXCHANGE TRADED FD TR HIG YLD EQ DIV 0.0%
Value ($000) $6 Shares 332 Est. Cost $20.71 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $6 Shares 25 Est. Cost $240.04 Unrealized
CTOS CUSTOM TRUCK ONE SOURCE INC COM CL A 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $6.49 Unrealized +2.0%
IDRV ISHARES TR SELF DRIVNG EV 0.0%
Value ($000) $6 Shares 163 Est. Cost $33.82 Unrealized
23ANDME HOLDING CO CLASS A COM 0.0%
Value ($000) $6 Shares 6,141 Est. Cost $2.16 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $6 Shares 102 Est. Cost $60.65 Unrealized +2.7%
XLRE SELECT SECTOR SPDR TR RL EST SEL SEC 0.0%
Value ($000) $6 Shares 174 Est. Cost $36.83 Unrealized
FFTY INNOVATOR ETFS TR IBD 50 ETF 0.0%
Value ($000) $6 Shares 260 Est. Cost $21.85 Unrealized
IYJ ISHARES TR US INDUSTRIALS 0.0%
Value ($000) $6 Shares 58 Est. Cost $96.36 Unrealized
FDS FACTSET RESEARCH SYSTEMS INC 0.0%
Value ($000) $6 Shares 13 Est. Cost $415.60 Unrealized 0.0%
IT GARTNER INC COM USD0.0005 0.0%
Value ($000) $5 Shares 16 Est. Cost $348.82 Unrealized 0.0%
IAU ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6 0.0%
Value ($000) $5 Shares 155 Est. Cost $34.59 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $5 Shares 158 Est. Cost $32.51 Unrealized -6.2%
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value ($000) $5 Shares 66 Est. Cost $82.73 Unrealized
SHYD VANECK ETF TR VANECK SHORT HIGH YIELD MUN 0.0%
Value ($000) $5 Shares 234 Est. Cost $22.25 Unrealized
AES CORP UNIT 02/15/24 0.0%
Value ($000) $5 Shares 81 Est. Cost $100.74 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $104.52 Unrealized
FELE FRANKLIN ELECTRIC CO INC 0.0%
Value ($000) $5 Shares 54 Est. Cost $94.15 Unrealized 0.0%
CIBR FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF 0.0%
Value ($000) $5 Shares 106 Est. Cost $38.76 Unrealized
ALNT ALLIENT INC COM 0.0%
Value ($000) $5 Shares 153 Est. Cost $39.15 Unrealized -12.4%
CBT CABOT CORP 0.0%
Value ($000) $5 Shares 68 Est. Cost $65.42 Unrealized +1.2%
PGX INVESCO EXCH TRADED FD TR II PFD ETF 0.0%
Value ($000) $5 Shares 417 Est. Cost $11.18 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $5 Shares 26 Est. Cost $174.51 Unrealized
ANGL VANECK ETF TR FALLEN ANGEL HIGH YLD BD EFT 0.0%
Value ($000) $4 Shares 164 Est. Cost $27.07 Unrealized
BEP BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT 0.0%
Value ($000) $4 Shares 197 Est. Cost $25.33 Unrealized
PIMCO DYNAMIC INCOME FD COM USD0.00001 0.0%
Value ($000) $4 Shares 245 Est. Cost $18.37 Unrealized
NHI NATIONAL HEALTH INVESTORS INC 0.0%
Value ($000) $4 Shares 81 Est. Cost $52.27 Unrealized
XBNYX BLACKROCK N Y MUN INCOME TRUST SH BEN INT 0.0%
Value ($000) $4 Shares 439 Est. Cost $10.07 Unrealized
PSLV SPROTT PHYSICAL SILVER TRUST TRUST UNIT ISIN #CA85207K1075 SEDOL #B5THDS5 0.0%
Value ($000) $4 Shares 522 Est. Cost $8.24 Unrealized
IYK ISHARES TR US CONSM STAPLES 0.0%
Value ($000) $4 Shares 21 Est. Cost $202.77 Unrealized
DWS MUN INCOME TR COM 0.0%
Value ($000) $4 Shares 506 Est. Cost $8.61 Unrealized
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF 0.0%
Value ($000) $4 Shares 98 Est. Cost $38.98 Unrealized
CASS CASS INFORMATION SYSTEMS INC 0.0%
Value ($000) $4 Shares 103 Est. Cost $35.77 Unrealized 0.0%
FTRE FORTREA HLDGS INC COMMON STOCK 0.0%
Value ($000) $4 Shares 134 Est. Cost $29.59 Unrealized 0.0%
MLPA GLOBAL X FDS GLBL X MLP ETF 0.0%
Value ($000) $4 Shares 86 Est. Cost $41.46 Unrealized
ANEW PROSHARES TR MSCI TRANFRMTNAL 0.0%
Value ($000) $4 Shares 110 Est. Cost $31.40 Unrealized
ADBE ADOBE INC COM 0.0%
Value ($000) $4 Shares 7 Est. Cost $319.83 Unrealized +64.0%
BFAM BRIGHT HORIZONS FAMILY SOLUTIONS INC 0.0%
Value ($000) $3 Shares 42 Est. Cost $92.32 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $81.80 Unrealized +19.9%
SF STIFEL FINANCIAL CORP 0.0%
Value ($000) $3 Shares 54 Est. Cost $60.35 Unrealized 0.0%
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $3 Shares 314 Est. Cost $12.16 Unrealized
FIVE FIVE BELOW INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $157.26 Unrealized +16.2%
ARKK ARK ETF TR INNOVATION ETF 0.0%
Value ($000) $3 Shares 81 Est. Cost $31.16 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00 0.0%
Value ($000) $3 Shares 60 Est. Cost $57.70 Unrealized +2.6%
METV LISTED FUND TRUST ROUNDHILL BALL METAVERSE ETF USD 0.0%
Value ($000) $3 Shares 316 Est. Cost $7.19 Unrealized
NG NOVAGOLD RES INC COM NEW ISIN #CA66987E2069 SEDOL #2135450 0.0%
Value ($000) $3 Shares 770 Est. Cost $5.33 Unrealized -21.2%
PINS PINTEREST INC CL A 0.0%
Value ($000) $3 Shares 100 Est. Cost $23.85 Unrealized +14.4%
TRP TC ENERGY CORPORATION COM NPV ISIN #CA87807B1076 SEDOL #BJMY6G0 0.0%
Value ($000) $3 Shares 78 Est. Cost $36.81 Unrealized -11.1%
ATIP ATI PHYSICAL THERAPY INC COM CL A 0.0%
Value ($000) $3 Shares 293 Est. Cost $8.86 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $3 Shares 113 Est. Cost $37.38 Unrealized
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value ($000) $2 Shares 33 Est. Cost $87.85 Unrealized
PUTNAM MANAGED MUN INCOME TR COM 0.0%
Value ($000) $2 Shares 429 Est. Cost $6.28 Unrealized
DEEP ETF SER SOLUTIONS ROUNDHILL ACQUI 0.0%
Value ($000) $2 Shares 66 Est. Cost $30.12 Unrealized
CLBT CELLEBRITE DI LTD CL A ORD SHS ISIN #IL0011794802 0.0%
Value ($000) $2 Shares 260 Est. Cost $7.51 Unrealized 0.0%
SPXC SPX TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $65.65 Unrealized
XXINSIXX INSIGHT SELECT INCOME FD COM 0.0%
Value ($000) $2 Shares 105 Est. Cost $15.11 Unrealized
FIGS FIGS INC CL A 0.0%
Value ($000) $1 Shares 242 Est. Cost $6.66 Unrealized 0.0%
AG FIRST MAJESTIC SILVER CORP COM NPV ISIN #CA32076V1031 SEDOL #2833583 0.0%
Value ($000) $1 Shares 278 Est. Cost $8.65 Unrealized -31.8%
IPO RENAISSANCE IPO ETF 0.0%
Value ($000) $1 Shares 42 Est. Cost $24.71 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $1 Shares 3 Est. Cost $412.67 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $40.58 Unrealized +24.6%
LBTYAUSD LIBERTY GLOBAL PLC USD0.01 A 0.0%
Value ($000) $1 Shares 71 Est. Cost $18.93 Unrealized
VV VANGUARD LARGE-CAP INDEX FUND 0.0%
Value ($000) $1 Shares 6 Est. Cost $175.03 Unrealized
PROSHARES TR ULTRAPRO SHORT S 0.0%
Value ($000) $1 Shares 99 Est. Cost $16.85 Unrealized
RUM RUMBLE INC COM CL A 0.0%
Value ($000) $1 Shares 220 Est. Cost $9.59 Unrealized -22.1%
IYR ISHARES U S REAL ESTATE ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $83.33 Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 191 Est. Cost $5.83 Unrealized
PCRX PACIRA BIOSCIENCES INC COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $48.65 Unrealized -25.9%
EDGIO INC COM 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $0.85 Unrealized
NEO NEOGENOMICS INC 0.0%
Value ($000) $1 Shares 64 Est. Cost $9.32 Unrealized +59.5%
AA ALCOA CORP COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $41.94 Unrealized -27.5%
374WATER INC COM 0.0%
Value ($000) $1 Shares 425 Est. Cost $1.24 Unrealized
BARRICK GOLD CORPORATION COM NPV ISIN #CA0679011084 SEDOL #2024644 0.0%
Value ($000) $1 Shares 35 Est. Cost $17.19 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $97.72 Unrealized +12.1%
IRBTQ IROBOT CORP 0.0%
Value ($000) $0 Shares 9 Est. Cost $52.85 Unrealized -24.0%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $0 Shares 1 Est. Cost $128.94 Unrealized
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $31.30 Unrealized +13.1%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $19.32 Unrealized +108.0%
CANOPY GROWTH CORPORATION COM NPV ISIN #CA1380351009 SEDOL #BYTN3W0 0.0%
Value ($000) $0 Shares 48 Est. Cost $2.31 Unrealized
BK BANK OF NEW YORK MELLON CORP COM USD0.01 0.0%
Value ($000) $0 Shares 1 Est. Cost $39.25 Unrealized +6.6%