CREATIVE FINANCIAL DESIGNS INC /ADV Diversified Active

CIK: 0000819864 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 6, 2026

Total Value ($000): $1,587,014 (100.0% shares, 0.0% debt)

Holdings (2,060)

New Positions (124)

LQTI FT VEST INVESTMENT GRADE & TARGET INCOME ETF 0.6%
Value ($000) $8,972 Shares 445,943 Est. Cost $20.12 Unrealized
SDVD FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF 0.3%
Value ($000) $5,033 Shares 234,521 Est. Cost $21.46 Unrealized
RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF 0.3%
Value ($000) $5,019 Shares 191,287 Est. Cost $26.24 Unrealized
GPIQ GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF 0.2%
Value ($000) $2,695 Shares 50,980 Est. Cost $52.87 Unrealized
PRAY FIS CHRISTIAN STOCK FUND 0.1%
Value ($000) $2,333 Shares 74,618 Est. Cost $31.26 Unrealized
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 0.0%
Value ($000) $358 Shares 4,823 Est. Cost $74.18 Unrealized
PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 0.0%
Value ($000) $344 Shares 14,559 Est. Cost $23.65 Unrealized
ESLV EVENTIDE LARGE CAP VALUE ETF 0.0%
Value ($000) $314 Shares 12,372 Est. Cost $25.35 Unrealized
TSEP FT VEST EMERGING MARKET BUFFER ETF - SEPTEMBER 0.0%
Value ($000) $178 Shares 7,470 Est. Cost $23.78 Unrealized
NYM AB NEW YORK INTERMEDIATE MUNICIPAL ETF 0.0%
Value ($000) $164 Shares 6,564 Est. Cost $25.00 Unrealized
AIS VISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETF 0.0%
Value ($000) $151 Shares 4,000 Est. Cost $37.77 Unrealized
CRCL CIRCLE INTERNET GROUP INC COM CL A 0.0%
Value ($000) $137 Shares 1,733 Est. Cost $103.35 Unrealized 0.0%
WCMI FIRST TRUST WCM INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $125 Shares 7,353 Est. Cost $17.01 Unrealized
PALL ABRDN PHYSICAL PALLADIUM SHARES ETF 0.0%
Value ($000) $100 Shares 691 Est. Cost $145.38 Unrealized
SYSB ISHARES SYSTEMATIC BOND ETF 0.0%
Value ($000) $79 Shares 875 Est. Cost $89.76 Unrealized
EWY ISHARES MSCI SOUTH KOREA ETF 0.0%
Value ($000) $68 Shares 704 Est. Cost $97.29 Unrealized
SETM SPROTT CRITICAL MATERIALS ETF 0.0%
Value ($000) $62 Shares 2,133 Est. Cost $28.96 Unrealized
IREN IREN LIMITED ORDINARY SHARES 0.0%
Value ($000) $58 Shares 1,547 Est. Cost $51.59 Unrealized 0.0%
LXP LXP INDUSTRIAL TRUST COM 0.0%
Value ($000) $55 Shares 1,114 Est. Cost $49.58 Unrealized
MRP MILLROSE PPTYS INC COM CL A 0.0%
Value ($000) $52 Shares 1,754 Est. Cost $29.87 Unrealized
ESLG EVENTIDE LARGE CAP GROWTH ETF 0.0%
Value ($000) $52 Shares 2,095 Est. Cost $24.95 Unrealized
VCRB VANGUARD CORE BOND ETF 0.0%
Value ($000) $50 Shares 648 Est. Cost $77.85 Unrealized
FDM FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND 0.0%
Value ($000) $50 Shares 630 Est. Cost $79.66 Unrealized
XBI STATE STREET SPDR S&P BIOTECH ETF 0.0%
Value ($000) $39 Shares 319 Est. Cost $122.12 Unrealized
IBND SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF 0.0%
Value ($000) $39 Shares 1,211 Est. Cost $32.12 Unrealized
XOVR ERSHARES PRIVATE-PUBLIC CROSSOVER ETF 0.0%
Value ($000) $36 Shares 1,800 Est. Cost $20.14 Unrealized
FN FABRINET SHS 0.0%
Value ($000) $32 Shares 70 Est. Cost $435.01 Unrealized 0.0%
DGXX DIGI PWR X INC COM SUB VTG 0.0%
Value ($000) $29 Shares 11,400 Est. Cost $3.75 Unrealized 0.0%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $28 Shares 50 Est. Cost $620.52 Unrealized 0.0%
GOCT FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER 0.0%
Value ($000) $26 Shares 650 Est. Cost $39.29 Unrealized
SMA SMARTSTOP SELF STORAG REIT INC COMMON STOCK 0.0%
Value ($000) $25 Shares 819 Est. Cost $30.95 Unrealized
VRRM VERRA MOBILITY CORP CL A COM STK 0.0%
Value ($000) $23 Shares 1,039 Est. Cost $22.84 Unrealized 0.0%
ITT ITT INC COM 0.0%
Value ($000) $22 Shares 129 Est. Cost $179.17 Unrealized 0.0%
OPCH OPTION CARE HEALTH INC COM NEW 0.0%
Value ($000) $22 Shares 699 Est. Cost $29.35 Unrealized 0.0%
AKRE AKRE FOCUS ETF 0.0%
Value ($000) $22 Shares 330 Est. Cost $65.51 Unrealized
DOL WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND 0.0%
Value ($000) $20 Shares 310 Est. Cost $65.85 Unrealized
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $16 Shares 60 Est. Cost $252.20 Unrealized 0.0%
AESR ANFIELD U.S. EQUITY SECTOR ROTATION ETF 0.0%
Value ($000) $15 Shares 908 Est. Cost $16.95 Unrealized
SSO PROSHARES ULTRA S&P 500 0.0%
Value ($000) $14 Shares 246 Est. Cost $57.92 Unrealized
ZDEK INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER 0.0%
Value ($000) $14 Shares 540 Est. Cost $25.74 Unrealized
FGM FIRST TRUST GERMANY ALPHADEX FUND 0.0%
Value ($000) $12 Shares 200 Est. Cost $62.40 Unrealized
PFS PROVIDENT FINL SVCS INC COM 0.0%
Value ($000) $12 Shares 619 Est. Cost $19.02 Unrealized 0.0%
BPRE BLUEROCK PVT REAL ESTATE FD COM 0.0%
Value ($000) $10 Shares 677 Est. Cost $15.00 Unrealized
DY DYCOM INDS INC COM 0.0%
Value ($000) $10 Shares 30 Est. Cost $315.29 Unrealized 0.0%
PCEF INVESCO CEF INCOME COMPOSITE ETF 0.0%
Value ($000) $10 Shares 500 Est. Cost $19.88 Unrealized
RWEM RAYLIANT WILSHIRE NXTGEN EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $10 Shares 325 Est. Cost $29.81 Unrealized
CGMM CAPITAL GROUP U.S. SMALL AND MID CAP ETF 0.0%
Value ($000) $9 Shares 310 Est. Cost $28.87 Unrealized
ARVN ARVINAS INC COM 0.0%
Value ($000) $8 Shares 700 Est. Cost $10.92 Unrealized 0.0%
PNFP PINNACLE FINL PARTNERS INC COM 0.0%
Value ($000) $8 Shares 82 Est. Cost $91.86 Unrealized 0.0%
CGCV CAPITAL GROUP CONSERVATIVE EQUITY ETF 0.0%
Value ($000) $8 Shares 250 Est. Cost $30.49 Unrealized
ILF ISHARES LATIN AMERICA 40 ETF 0.0%
Value ($000) $7 Shares 238 Est. Cost $30.45 Unrealized
AAPX T-REX 2X LONG APPLE DAILY TARGET ETF 0.0%
Value ($000) $6 Shares 201 Est. Cost $30.53 Unrealized
NAT NORDIC AMERICAN TANKERS LIMITE COM 0.0%
Value ($000) $6 Shares 1,775 Est. Cost $3.53 Unrealized 0.0%
FDEV FIDELITY INTERNATIONAL MULTIFACTOR ETF 0.0%
Value ($000) $5 Shares 156 Est. Cost $34.65 Unrealized
ACHR ARCHER AVIATION INC COM CL A 0.0%
Value ($000) $5 Shares 700 Est. Cost $9.41 Unrealized 0.0%
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.0%
Value ($000) $5 Shares 78 Est. Cost $66.97 Unrealized
FGD FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND 0.0%
Value ($000) $5 Shares 158 Est. Cost $30.27 Unrealized
FTBD FIDELITY TACTICAL BOND ETF 0.0%
Value ($000) $4 Shares 84 Est. Cost $49.60 Unrealized
PIN INVESCO INDIA ETF 0.0%
Value ($000) $4 Shares 169 Est. Cost $24.28 Unrealized
FRMI FERMI INC COM 0.0%
Value ($000) $4 Shares 500 Est. Cost $19.51 Unrealized 0.0%
EPI WISDOMTREE INDIA EARNINGS FUND 0.0%
Value ($000) $4 Shares 85 Est. Cost $46.49 Unrealized
ANGX ANGEL STUDIOS INC CL A COM 0.0%
Value ($000) $4 Shares 845 Est. Cost $5.93 Unrealized 0.0%
ADFI ANFIELD DYNAMIC FIXED INCOME ETF 0.0%
Value ($000) $4 Shares 452 Est. Cost $8.58 Unrealized
XAWPX ABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT 0.0%
Value ($000) $4 Shares 1,005 Est. Cost $3.84 Unrealized
INTF ISHARES INTERNATIONAL EQUITY FACTOR ETF 0.0%
Value ($000) $4 Shares 101 Est. Cost $37.90 Unrealized
SMIN ISHARES MSCI INDIA SMALL CAP ETF 0.0%
Value ($000) $4 Shares 55 Est. Cost $69.49 Unrealized
POR PORTLAND GEN ELEC CO COM NEW 0.0%
Value ($000) $4 Shares 75 Est. Cost $46.76 Unrealized 0.0%
RPHS REGENTS PARK HEDGED MARKET STRATEGY ETF 0.0%
Value ($000) $3 Shares 317 Est. Cost $10.18 Unrealized
JBSS SANFILIPPO JOHN B & SON INC COM 0.0%
Value ($000) $3 Shares 45 Est. Cost $67.96 Unrealized 0.0%
UL UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $3 Shares 46 Est. Cost $65.39 Unrealized
CGGG CAPITAL GROUP U.S. LARGE GROWTH ETF 0.0%
Value ($000) $3 Shares 103 Est. Cost $28.59 Unrealized
CSB VICTORYSHARES US SMALL CAP HIGH DIVIDEND VOLATILITY WTD ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $58.62 Unrealized
USVM VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $91.30 Unrealized
ALAI ALGER AI ENABLERS & ADOPTERS ETF 0.0%
Value ($000) $3 Shares 75 Est. Cost $36.11 Unrealized
MSIF MSC INCOME FUND INC COM 0.0%
Value ($000) $2 Shares 178 Est. Cost $13.28 Unrealized 0.0%
M MACYS INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.47 Unrealized 0.0%
PK PARK HOTELS & RESORTS INC COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.46 Unrealized
SURF AIR MOBILITY INC COM NEW 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $1.94 Unrealized
BETR BETTER HOME & FINANCE HOLDING COM NEW CL A 0.0%
Value ($000) $2 Shares 50 Est. Cost $54.05 Unrealized 0.0%
AAAU GOLDMAN SACHS PHYSICAL GOLD ETF 0.0%
Value ($000) $2 Shares 38 Est. Cost $42.55 Unrealized
TBLL INVESCO SHORT TERM TREASURY ETF 0.0%
Value ($000) $2 Shares 15 Est. Cost $105.67 Unrealized
SBND COLUMBIA SHORT DURATION BOND ETF 0.0%
Value ($000) $2 Shares 79 Est. Cost $19.00 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $224.96 Unrealized 0.0%
SPPP SPROTT ASSET MANAGEMENT LP PHYSICAL PLATINU 0.0%
Value ($000) $1 Shares 70 Est. Cost $16.84 Unrealized
QGEN QIAGEN NV ORD SHARES 0.0%
Value ($000) $1 Shares 25 Est. Cost $46.26 Unrealized 0.0%
WS WORTHINGTON STL INC COM SHS 0.0%
Value ($000) $1 Shares 30 Est. Cost $32.88 Unrealized 0.0%
CIFR CIPHER MINING INC COM 0.0%
Value ($000) $1 Shares 60 Est. Cost $17.65 Unrealized 0.0%
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $1 Shares 78 Est. Cost $10.88 Unrealized
IVES DAN IVES WEDBUSH AI REVOLUTION ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $31.60 Unrealized
BBLU EA BRIDGEWAY BLUE CHIP ETF 0.0%
Value ($000) $1 Shares 51 Est. Cost $15.16 Unrealized
PSP INVESCO GLOBAL LISTED PRIVATE EQUITY ETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $67.11 Unrealized
BTQ BTQ TECHNOLOGIES CORP COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.59 Unrealized 0.0%
VNOM VIPER ENERGY INC CL A 0.0%
Value ($000) $1 Shares 13 Est. Cost $37.86 Unrealized 0.0%
EMA EMERA INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $48.31 Unrealized 0.0%
SANA SANA BIOTECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $4.48 Unrealized 0.0%
FUTU FUTU HLDGS LTD SPON ADS CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $164.00 Unrealized
TFII TFI INTL INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $93.07 Unrealized 0.0%
RBA RB GLOBAL INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $101.58 Unrealized 0.0%
GME/WS GAMESTOP CORP NEW WT EXP 103026 0.0%
Value ($000) $0 Shares 102 Est. Cost $3.01 Unrealized
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $16.44 Unrealized 0.0%
RYAN RYAN SPECIALTY HOLDINGS INC CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $54.85 Unrealized 0.0%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $58.01 Unrealized 0.0%
CAE CAE INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $28.05 Unrealized 0.0%
AEVA AEVA TECHNOLOGIES INC COM NEW 0.0%
Value ($000) $0 Shares 18 Est. Cost $14.24 Unrealized 0.0%
TS TENARIS S A SPONSORED ADS 0.0%
Value ($000) $0 Shares 6 Est. Cost $38.50 Unrealized
OTEX OPEN TEXT CORP COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $35.42 Unrealized 0.0%
GFL GFL ENVIRONMENTAL INC SUB VTG SHS 0.0%
Value ($000) $0 Shares 5 Est. Cost $44.67 Unrealized 0.0%
PSO PEARSON PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 15 Est. Cost $14.07 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $181.15 Unrealized 0.0%
MDIV MULTI-ASSET DIVERSIFIED INCOME INDEX FUND 0.0%
Value ($000) $0 Shares 13 Est. Cost $15.69 Unrealized
KMPR KEMPER CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $42.83 Unrealized 0.0%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $192.67 Unrealized 0.0%
MKTX MARKETAXESS HLDGS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $169.50 Unrealized 0.0%
DV DOUBLEVERIFY HLDGS INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $11.03 Unrealized 0.0%
PRMB PRIMO BRANDS CORPORATION CLASS A COM SHS 0.0%
Value ($000) $0 Shares 10 Est. Cost $18.48 Unrealized 0.0%
COTY COTY INC COM CL A 0.0%
Value ($000) $0 Shares 45 Est. Cost $3.64 Unrealized 0.0%
ABAT AMERICAN BATTERY TECHNOLOGY COM NEW 0.0%
Value ($000) $0 Shares 21 Est. Cost $4.68 Unrealized 0.0%
CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $35.00 Unrealized
CGVV CAPITAL GROUP U.S. LARGE VALUE ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $27.00 Unrealized
TLRY TILRAY BRANDS INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $12.20 Unrealized 0.0%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $0 Shares 4 Est. Cost $7.89 Unrealized 0.0%
OPENW OPENDOOR TECHNOLOGIES INC WT EXP 112026 K 0.0%
Value ($000) $0 Shares 3 Est. Cost $1.00 Unrealized
OPENL OPENDOOR TECHNOLOGIES INC WT EXP 112026 A 0.0%
Value ($000) $0 Shares 3 Est. Cost $0.67 Unrealized
OPENZ OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z 0.0%
Value ($000) $0 Shares 3 Est. Cost $0.33 Unrealized

Increased Positions (526)

TPIF TIMOTHY PLAN INTERNATIONAL ETF 1.3%
Value ($000) $20,756 (+2471.5%) Shares 598,497 (+2375.2%) Est. Cost $34.43 Unrealized
LLY ELI LILLY & CO COM 1.9%
Value ($000) $30,693 (+48.0%) Shares 28,560 (+5.1%) Est. Cost $518.50 Unrealized +84.3%
BUFQ FT VEST LADDERED NASDAQ BUFFER ETF 0.3%
Value ($000) $4,787 (+82684.0%) Shares 133,577 (+80368.1%) Est. Cost $35.84 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND FD ETF 1.5%
Value ($000) $24,591 (+22.9%) Shares 308,422 (+23.2%) Est. Cost $78.52 Unrealized
KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.3%
Value ($000) $5,462 (+193.5%) Shares 111,138 (+194.4%) Est. Cost $49.84 Unrealized
VTV VANGUARD VALUE ETF 2.9%
Value ($000) $46,588 (+7.3%) Shares 243,929 (+4.8%) Est. Cost $140.34 Unrealized
BKIE BNY MELLON INTERNATIONAL EQUITY ETF 2.4%
Value ($000) $38,033 (+8.6%) Shares 410,898 (+5.1%) Est. Cost $82.36 Unrealized
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 3.1%
Value ($000) $48,592 (+6.3%) Shares 855,339 (+3.6%) Est. Cost $43.85 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 2.5%
Value ($000) $40,333 (+7.4%) Shares 672,994 (+7.6%) Est. Cost $59.26 Unrealized
XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 0.3%
Value ($000) $5,028 (-32.9%) Shares 34,923 (+31.3%) Est. Cost $188.79 Unrealized
AMZN AMAZON COM INC COM 1.7%
Value ($000) $27,758 (+8.8%) Shares 120,257 (+3.5%) Est. Cost $142.89 Unrealized +60.1%
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 0.2%
Value ($000) $3,375 (+159.5%) Shares 21,803 (+133.3%) Est. Cost $149.24 Unrealized
VOO VANGUARD S&P 500 ETF 0.7%
Value ($000) $11,415 (+20.8%) Shares 18,202 (+17.9%) Est. Cost $419.37 Unrealized
PIZ INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF 1.1%
Value ($000) $16,710 (+11.8%) Shares 341,130 (+8.8%) Est. Cost $46.29 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $6,400 (+36.5%) Shares 20,449 (+6.0%) Est. Cost $120.70 Unrealized +136.6%
BIBL INSPIRE 100 ETF 0.8%
Value ($000) $12,043 (+16.1%) Shares 266,844 (+14.3%) Est. Cost $41.01 Unrealized
BRIF FIS BRIGHT PORTFOLIOS FOCUSED EQUITY ETF 0.2%
Value ($000) $2,622 (+161.8%) Shares 87,293 (+159.3%) Est. Cost $29.37 Unrealized
PTL INSPIRE 500 ETF 0.2%
Value ($000) $3,907 (+68.0%) Shares 15,741 (+68.7%) Est. Cost $231.69 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 1.7%
Value ($000) $26,758 (+6.2%) Shares 455,606 (+6.4%) Est. Cost $58.47 Unrealized
SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF 1.8%
Value ($000) $29,249 (+5.7%) Shares 998,947 (+5.8%) Est. Cost $28.93 Unrealized
BUFR FT VEST LADDERED BUFFER ETF 0.4%
Value ($000) $5,688 (+30.1%) Shares 166,022 (+26.9%) Est. Cost $30.65 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.1%
Value ($000) $1,500 (+692.5%) Shares 86,478 (+688.9%) Est. Cost $15.49 Unrealized +5.2%
EFV ISHARES MSCI EAFE VALUE INDEX ETF 0.6%
Value ($000) $9,565 (+15.5%) Shares 133,951 (+9.7%) Est. Cost $61.83 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 1.2%
Value ($000) $18,876 (+7.1%) Shares 251,507 (+4.6%) Est. Cost $66.10 Unrealized
IBD INSPIRE CORPORATE BOND ETF 1.5%
Value ($000) $23,890 (+5.5%) Shares 987,188 (+5.3%) Est. Cost $23.85 Unrealized
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 1.6%
Value ($000) $24,769 (+5.1%) Shares 488,532 (+5.4%) Est. Cost $48.95 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.5%
Value ($000) $8,629 (+16.0%) Shares 138,125 (+11.3%) Est. Cost $44.48 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $1,137 (+3516.4%) Shares 6,553 (+3732.2%) Est. Cost $169.25 Unrealized +0.9%
VYM VANGUARD HIGH DIVIDEND YIELD 0.5%
Value ($000) $8,600 (+13.1%) Shares 59,924 (+11.1%) Est. Cost $112.41 Unrealized
EDIV SPDR S&P EMERGING MARKETS DIVIDEND ETF 0.5%
Value ($000) $7,276 (+15.6%) Shares 185,839 (+14.7%) Est. Cost $36.64 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $2,925 (+48.9%) Shares 5,820 (+48.9%) Est. Cost $362.82 Unrealized +37.1%
MGK VANGUARD MEGA CAP GROWTH ETF 1.4%
Value ($000) $21,637 (+4.4%) Shares 52,419 (+1.8%) Est. Cost $327.40 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $2,134 (+74.5%) Shares 4,413 (+80.0%) Est. Cost $450.29 Unrealized +5.8%
UITB VICTORYSHARES CORE INTERMEDIATE BOND ETF 1.1%
Value ($000) $16,842 (+5.5%) Shares 355,657 (+5.9%) Est. Cost $47.54 Unrealized
IMCB ISHARES MORNINGSTAR MID-CAP ETF 0.9%
Value ($000) $14,845 (+6.2%) Shares 179,442 (+6.6%) Est. Cost $79.88 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $3,328 (+33.9%) Shares 10,606 (+3.9%) Est. Cost $127.49 Unrealized +124.6%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 2.2%
Value ($000) $35,274 (+2.4%) Shares 289,724 (+1.4%) Est. Cost $98.68 Unrealized
COWZ PACER US CASH COWS 100 ETF 0.9%
Value ($000) $14,563 (+5.8%) Shares 242,030 (+1.0%) Est. Cost $50.48 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.1%
Value ($000) $1,412 (+117.2%) Shares 23,822 (+110.8%) Est. Cost $54.15 Unrealized
VUG VANGUARD GROWTH ETF 1.7%
Value ($000) $27,500 (+2.8%) Shares 56,369 (+1.1%) Est. Cost $346.34 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.8%
Value ($000) $12,829 (+6.0%) Shares 20,884 (+3.6%) Est. Cost $352.10 Unrealized
ISMD INSPIRE SMALL/MID CAP ETF 0.4%
Value ($000) $7,003 (+11.4%) Shares 181,514 (+12.2%) Est. Cost $35.10 Unrealized
NVDA NVIDIA CORPORATION COM 0.7%
Value ($000) $11,190 (+6.7%) Shares 60,002 (+6.8%) Est. Cost $103.66 Unrealized +79.6%
IUSV ISHARES CORE S&P US VALUE ETF 0.8%
Value ($000) $11,956 (+6.3%) Shares 116,601 (+3.6%) Est. Cost $91.63 Unrealized
TPSC TIMOTHY PLAN US SMALL CAP CORE ETF 0.8%
Value ($000) $12,083 (+6.0%) Shares 291,506 (+6.4%) Est. Cost $36.99 Unrealized
ESUM EVENTIDE US MARKET ETF 0.1%
Value ($000) $1,847 (+57.0%) Shares 68,592 (+58.5%) Est. Cost $26.28 Unrealized
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.4%
Value ($000) $7,100 (+10.3%) Shares 69,622 (+7.6%) Est. Cost $92.80 Unrealized
JMEE JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF 0.4%
Value ($000) $6,326 (+11.3%) Shares 98,264 (+9.6%) Est. Cost $56.89 Unrealized
FDLS INSPIRE FIDELIS MULTI FACTOR ETF 0.4%
Value ($000) $6,131 (+11.5%) Shares 171,534 (+8.9%) Est. Cost $32.08 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $1,912 (+46.0%) Shares 9,016 (+42.2%) Est. Cost $192.95 Unrealized
TPHD TIMOTHY PLAN HIGH DIVIDEND STOCK ETF 0.3%
Value ($000) $4,148 (+16.0%) Shares 107,660 (+18.4%) Est. Cost $30.58 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $1,681 (+50.9%) Shares 5,015 (+47.7%) Est. Cost $264.44 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.2%
Value ($000) $2,961 (+22.5%) Shares 33,973 (+25.6%) Est. Cost $97.15 Unrealized
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 0.3%
Value ($000) $4,178 (-11.3%) Shares 93,439 (+77.2%) Est. Cost $57.37 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.2%
Value ($000) $3,749 (+16.3%) Shares 13,024 (+4.9%) Est. Cost $253.03 Unrealized
ELCV EVENTIDE HIGH DIVIDEND ETF 0.9%
Value ($000) $14,930 (+3.6%) Shares 562,555 (+4.4%) Est. Cost $25.50 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.4%
Value ($000) $7,095 (+7.7%) Shares 140,246 (+8.0%) Est. Cost $50.47 Unrealized
FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 0.1%
Value ($000) $1,897 (+36.2%) Shares 31,086 (+30.8%) Est. Cost $56.34 Unrealized
SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.6%
Value ($000) $10,291 (+5.1%) Shares 340,760 (+5.4%) Est. Cost $29.85 Unrealized
AVEM AVANTIS EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $988 (+102.3%) Shares 12,834 (+97.3%) Est. Cost $68.48 Unrealized
VFMV VANGUARD U.S. MINIMUM VOLATILITY ETF 0.2%
Value ($000) $3,832 (+14.5%) Shares 29,396 (+15.3%) Est. Cost $128.78 Unrealized
FBND FIDELITY TOTAL BOND ETF 1.4%
Value ($000) $22,019 (+2.2%) Shares 478,249 (+2.7%) Est. Cost $47.50 Unrealized
AMGN AMGEN INC COM 0.2%
Value ($000) $2,485 (+24.1%) Shares 7,593 (+7.0%) Est. Cost $232.39 Unrealized +36.0%
PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 0.9%
Value ($000) $14,632 (+3.4%) Shares 548,411 (+4.0%) Est. Cost $26.56 Unrealized
USTB VICTORYSHARES SHORT-TERM BOND ETF 0.6%
Value ($000) $9,398 (+5.1%) Shares 184,845 (+5.5%) Est. Cost $50.25 Unrealized
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 0.3%
Value ($000) $5,434 (+9.2%) Shares 89,355 (+6.3%) Est. Cost $49.61 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.3%
Value ($000) $5,229 (+9.6%) Shares 115,048 (+6.6%) Est. Cost $35.70 Unrealized
BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 0.1%
Value ($000) $1,119 (+67.1%) Shares 33,604 (+71.4%) Est. Cost $31.38 Unrealized
NNOV INNOVATOR GROWTH-100 POWER BUFFER ETF - NOVEMBER 0.0%
Value ($000) $561 (+391.9%) Shares 19,550 (+388.8%) Est. Cost $28.11 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $1,184 (-26.7%) Shares 6,076 (+5.8%) Est. Cost $81.45 Unrealized +192.3%
TPLC TIMOTHY PLAN US LARGE/MID CAP CORE ETF 0.2%
Value ($000) $2,561 (+19.8%) Shares 56,341 (+22.1%) Est. Cost $39.43 Unrealized
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.2%
Value ($000) $3,862 (+11.9%) Shares 27,890 (+9.3%) Est. Cost $126.79 Unrealized
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $3,226 (+14.4%) Shares 12,507 (+12.8%) Est. Cost $207.25 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $1,693 (+30.7%) Shares 17,071 (+10.0%) Est. Cost $95.43 Unrealized -2.8%
TSSI TSS INC DEL COM 0.0%
Value ($000) $253 (-60.3%) Shares 35,850 (+1.7%) Est. Cost $9.08 Unrealized +42.3%
MRK MERCK & CO INC COM 0.1%
Value ($000) $1,811 (+27.0%) Shares 17,202 (+1.2%) Est. Cost $83.86 Unrealized +11.2%
SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF 0.3%
Value ($000) $4,176 (+9.8%) Shares 162,165 (+10.3%) Est. Cost $25.64 Unrealized
GLD SPDR GOLD ETF 0.1%
Value ($000) $1,751 (+27.0%) Shares 4,417 (+13.9%) Est. Cost $237.18 Unrealized
CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 0.5%
Value ($000) $7,336 (+5.3%) Shares 265,606 (+5.8%) Est. Cost $27.76 Unrealized
BLES INSPIRE GLOBAL HOPE ETF 0.1%
Value ($000) $1,455 (+34.0%) Shares 33,664 (+31.7%) Est. Cost $35.04 Unrealized
VBK VANGUARD SMALL CAP GROWTH ETF 0.3%
Value ($000) $5,263 (+7.4%) Shares 17,419 (+5.8%) Est. Cost $228.10 Unrealized
VO VANGUARD MID-CAP ETF 0.3%
Value ($000) $4,101 (+9.6%) Shares 14,131 (+11.0%) Est. Cost $223.28 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.5%
Value ($000) $7,364 (+5.1%) Shares 315,094 (+5.6%) Est. Cost $32.18 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $893 (+67.5%) Shares 12,060 (+68.2%) Est. Cost $74.06 Unrealized
EQT EQT CORP COM 0.0%
Value ($000) $362 (+4992.7%) Shares 6,756 (+5057.3%) Est. Cost $55.79 Unrealized +0.6%
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST 0.4%
Value ($000) $6,774 (+5.5%) Shares 139,100 (+6.2%) Est. Cost $48.65 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $1,206 (+40.1%) Shares 5,629 (+5.8%) Est. Cost $99.52 Unrealized +125.7%
META META PLATFORMS INC CL A 0.1%
Value ($000) $1,267 (+37.2%) Shares 1,919 (+52.7%) Est. Cost $492.58 Unrealized +35.5%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $2,218 (+18.1%) Shares 18,433 (+10.6%) Est. Cost $98.58 Unrealized +17.2%
VGUS VANGUARD ULTRA-SHORT TREASURY ETF 0.0%
Value ($000) $585 (+137.0%) Shares 7,747 (+137.6%) Est. Cost $75.55 Unrealized
ILTB ISHARES CORE 10 YEAR USD BOND ETF 0.3%
Value ($000) $4,172 (+8.6%) Shares 83,952 (+10.3%) Est. Cost $50.51 Unrealized
AG FIRST MAJESTIC SILVER CORP COM 0.0%
Value ($000) $422 (+341.8%) Shares 25,322 (+225.9%) Est. Cost $12.47 Unrealized +11.4%
HYEM VANECK EMERGING MARKETS HIGH YIELD BOND ETF 0.2%
Value ($000) $3,726 (+9.3%) Shares 187,315 (+10.2%) Est. Cost $19.17 Unrealized
SHLD GLOBAL X DEFENSE TECH ETF 0.0%
Value ($000) $319 (+20544.7%) Shares 4,923 (+22277.3%) Est. Cost $64.81 Unrealized
VPU VANGUARD UTILITIES ETF 1.2%
Value ($000) $19,184 (+1.7%) Shares 103,672 (+4.1%) Est. Cost $163.89 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $2,135 (+15.7%) Shares 7,208 (+10.2%) Est. Cost $202.30 Unrealized +47.7%
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $2,129 (-11.4%) Shares 26,056 (+6.2%) Est. Cost $42.35 Unrealized +112.6%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $276 (+9450.6%) Shares 3,261 (+9217.1%) Est. Cost $84.58 Unrealized
AVGO BROADCOM INC COM 0.1%
Value ($000) $2,062 (+15.1%) Shares 5,959 (+9.7%) Est. Cost $180.99 Unrealized +97.2%
GLRY INSPIRE GROWTH ETF 0.8%
Value ($000) $11,980 (+2.3%) Shares 334,460 (+6.2%) Est. Cost $28.69 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $1,274 (+25.6%) Shares 4,194 (+15.4%) Est. Cost $173.69 Unrealized
MSFT MICROSOFT CORP COM 0.3%
Value ($000) $5,429 (-4.6%) Shares 11,226 (+2.2%) Est. Cost $230.59 Unrealized +117.1%
AMRZ AMRIZE LTD SHS 0.0%
Value ($000) $256 (+32919.5%) Shares 4,738 (+29512.5%) Est. Cost $51.02 Unrealized +0.0%
AMCOR PLC ORD 0.1%
Value ($000) $2,172 (+12.7%) Shares 260,412 (+10.5%) Est. Cost $9.00 Unrealized -8.3%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value ($000) $2,279 (+11.8%) Shares 84,691 (+9.4%) Est. Cost $31.91 Unrealized
ONEV STATE STREET SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETF 0.1%
Value ($000) $1,577 (+17.7%) Shares 11,838 (+17.6%) Est. Cost $124.62 Unrealized
GEV GE VERNOVA INC COM 0.1%
Value ($000) $1,615 (+16.9%) Shares 2,470 (+9.9%) Est. Cost $517.20 Unrealized +17.8%
YSEP FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER 0.0%
Value ($000) $268 (+490.2%) Shares 10,320 (+478.5%) Est. Cost $25.43 Unrealized
FLRT PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF 0.3%
Value ($000) $4,561 (+5.1%) Shares 96,770 (+5.7%) Est. Cost $47.43 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $972 (+28.5%) Shares 8,728 (+18.9%) Est. Cost $69.75 Unrealized +53.7%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.6%
Value ($000) $9,149 (+2.3%) Shares 12,138 (+1.4%) Est. Cost $502.06 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $1,134 (+22.5%) Shares 2,420 (+28.1%) Est. Cost $296.79 Unrealized +71.6%
CRM SALESFORCE INC COM 0.1%
Value ($000) $1,217 (+19.4%) Shares 4,595 (+6.8%) Est. Cost $244.41 Unrealized +1.5%
OKE ONEOK INC NEW COM 0.1%
Value ($000) $1,758 (+12.3%) Shares 23,917 (+11.5%) Est. Cost $71.30 Unrealized -1.2%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $1,042 (+22.4%) Shares 12,981 (+15.1%) Est. Cost $72.87 Unrealized +13.2%
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 0.2%
Value ($000) $3,425 (+5.8%) Shares 42,691 (+3.3%) Est. Cost $51.82 Unrealized
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $4,394 (+4.2%) Shares 28,829 (+6.1%) Est. Cost $138.38 Unrealized +9.4%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $967 (+22.1%) Shares 3,163 (+21.4%) Est. Cost $291.70 Unrealized +4.6%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $1,823 (+10.5%) Shares 37,055 (+2.6%) Est. Cost $38.32 Unrealized +19.5%
GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST 0.1%
Value ($000) $893 (+23.6%) Shares 10,457 (+10.7%) Est. Cost $57.05 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $608 (+38.5%) Shares 692 (+25.4%) Est. Cost $358.77 Unrealized +126.7%
VTIP VANGUARD SHORT TERM INFL-PROTECTED 0.1%
Value ($000) $1,649 (+11.4%) Shares 33,341 (+14.0%) Est. Cost $49.00 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.8%
Value ($000) $12,436 (+1.4%) Shares 231,329 (+2.2%) Est. Cost $43.34 Unrealized
ADBE ADOBE INC COM 0.0%
Value ($000) $217 (+282.7%) Shares 621 (+285.7%) Est. Cost $371.71 Unrealized -8.5%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.1%
Value ($000) $2,155 (+8.0%) Shares 88,411 (+8.2%) Est. Cost $27.77 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.1%
Value ($000) $821 (+24.0%) Shares 11,052 (+24.0%) Est. Cost $71.75 Unrealized -2.6%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $462 (+52.2%) Shares 2,740 (+30.2%) Est. Cost $148.12 Unrealized
FMDE FIDELITY ENHANCED MID CAP ETF 0.1%
Value ($000) $1,686 (+10.3%) Shares 46,342 (+9.6%) Est. Cost $34.10 Unrealized
SPVU INVESCO S&P 500 ENHANCED VALUE ETF 0.0%
Value ($000) $675 (+30.2%) Shares 11,825 (+25.1%) Est. Cost $49.71 Unrealized
XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 0.0%
Value ($000) $208 (-42.8%) Shares 4,582 (+12.9%) Est. Cost $79.29 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.2%
Value ($000) $3,460 (+4.7%) Shares 68,809 (+4.3%) Est. Cost $51.35 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.2%
Value ($000) $3,738 (+4.2%) Shares 53,847 (+2.2%) Est. Cost $48.91 Unrealized
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 0.1%
Value ($000) $1,517 (+11.1%) Shares 28,751 (+12.1%) Est. Cost $52.64 Unrealized
JPM JPMORGAN CHASE & CO. COM 0.1%
Value ($000) $1,576 (+10.6%) Shares 4,891 (+8.3%) Est. Cost $136.04 Unrealized +127.5%
EELV INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF 0.0%
Value ($000) $164 (+1021.8%) Shares 5,985 (+988.2%) Est. Cost $26.97 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $628 (+29.7%) Shares 1,230 (+7.3%) Est. Cost $206.62 Unrealized +125.7%
KO COCA COLA CO COM 0.1%
Value ($000) $1,828 (+8.1%) Shares 26,142 (+2.6%) Est. Cost $56.33 Unrealized +23.2%
SPDW SPDR S&P WORLD EX-US 0.1%
Value ($000) $796 (+20.7%) Shares 17,921 (+16.3%) Est. Cost $40.36 Unrealized
PTBD PACER TRENDPILOT US BOND ETF 0.3%
Value ($000) $5,386 (+2.6%) Shares 277,610 (+4.8%) Est. Cost $22.68 Unrealized
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $271 (+96.0%) Shares 1,322 (+87.5%) Est. Cost $156.02 Unrealized +27.6%
PSA PUBLIC STORAGE OPER CO COM 0.1%
Value ($000) $1,430 (-8.5%) Shares 5,512 (+1.9%) Est. Cost $274.09 Unrealized +1.2%
HSCZ ISHARES CURRENCY HEDGED MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $195 (+201.0%) Shares 5,019 (+191.0%) Est. Cost $37.93 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.1%
Value ($000) $1,865 (+7.0%) Shares 36,669 (+7.5%) Est. Cost $50.98 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.1%
Value ($000) $2,361 (+5.5%) Shares 8,459 (+11.0%) Est. Cost $240.85 Unrealized
FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 0.0%
Value ($000) $164 (+284.9%) Shares 7,061 (+329.0%) Est. Cost $23.63 Unrealized
HRL HORMEL FOODS CORP COM 0.1%
Value ($000) $1,950 (+6.6%) Shares 82,275 (+11.3%) Est. Cost $32.03 Unrealized -27.3%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $523 (+29.4%) Shares 6,927 (+26.0%) Est. Cost $67.37 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $168 (+229.7%) Shares 3,123 (+175.6%) Est. Cost $48.55 Unrealized -2.1%
EQWL INVESCO S&P 100 EQUAL WEIGHT ETF 0.1%
Value ($000) $2,069 (+6.0%) Shares 17,508 (+2.9%) Est. Cost $100.64 Unrealized
CGMU CAPITAL GROUP MUNICIPAL INCOME ETF 0.2%
Value ($000) $2,800 (+4.3%) Shares 102,246 (+4.0%) Est. Cost $26.77 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $1,338 (-8.0%) Shares 3,889 (+8.4%) Est. Cost $326.79 Unrealized +11.6%
BA BOEING CO COM 0.0%
Value ($000) $251 (+80.6%) Shares 1,158 (+79.5%) Est. Cost $197.40 Unrealized +4.2%
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $959 (+13.2%) Shares 4,636 (+1.5%) Est. Cost $148.24 Unrealized +32.9%
PR PERMIAN RESOURCES CORP CLASS A COM 0.1%
Value ($000) $1,054 (+11.9%) Shares 75,110 (+2.1%) Est. Cost $14.32 Unrealized -6.2%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $788 (+16.2%) Shares 11,564 (+14.1%) Est. Cost $68.71 Unrealized -4.1%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $283 (+59.5%) Shares 26,386 (+45.7%) Est. Cost $10.31 Unrealized
ESS ESSEX PPTY TR INC COM 0.0%
Value ($000) $788 (+15.4%) Shares 3,013 (+18.1%) Est. Cost $263.81 Unrealized -2.9%
WY WEYERHAEUSER CO MTN BE COM NEW 0.1%
Value ($000) $1,259 (+9.1%) Shares 53,149 (+14.2%) Est. Cost $24.92 Unrealized -7.7%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $2,315 (+4.7%) Shares 39,660 (+20.3%) Est. Cost $64.62 Unrealized +0.3%
WTAI WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND 0.1%
Value ($000) $1,299 (+8.8%) Shares 44,571 (+6.6%) Est. Cost $24.93 Unrealized
TSLA TESLA INC COM 0.3%
Value ($000) $4,766 (+2.2%) Shares 10,597 (+1.1%) Est. Cost $255.67 Unrealized +73.4%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $1,014 (+11.2%) Shares 7,640 (+9.9%) Est. Cost $85.39 Unrealized +55.0%
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.0%
Value ($000) $157 (+184.8%) Shares 3,115 (+184.5%) Est. Cost $50.30 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $1,884 (-5.1%) Shares 2,184 (+1.9%) Est. Cost $676.95 Unrealized +33.8%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $163 (+156.8%) Shares 840 (+147.8%) Est. Cost $188.99 Unrealized +0.3%
GNOM GLOBAL X GENOMICS & BIOTECHNOLOGY ETF 0.0%
Value ($000) $551 (+21.9%) Shares 12,124 (+4.1%) Est. Cost $39.10 Unrealized
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 0.1%
Value ($000) $1,036 (+10.5%) Shares 38,057 (+6.8%) Est. Cost $31.00 Unrealized
GRPM INVESCO S&P MIDCAP 400 GARP ETF 0.0%
Value ($000) $489 (+25.1%) Shares 4,075 (+25.7%) Est. Cost $109.90 Unrealized
DXYZ DESTINY TECH100 INC COM SHS 0.0%
Value ($000) $209 (+86.9%) Shares 6,827 (+30.0%) Est. Cost $23.45 Unrealized
PRF INVESCO RAFI US 1000 ETF 0.0%
Value ($000) $109 (+628.1%) Shares 2,326 (+600.6%) Est. Cost $48.31 Unrealized
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $586 (+18.8%) Shares 12,963 (+12.9%) Est. Cost $36.16 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $813 (-10.0%) Shares 2,552 (+5.8%) Est. Cost $357.47 Unrealized -0.9%
XLSR STATE STREET US SECTOR ROTATION ETF 0.0%
Value ($000) $636 (+16.2%) Shares 10,209 (+11.2%) Est. Cost $58.09 Unrealized
CORNERSTONE TOTAL RETURN FD IN COM 0.0%
Value ($000) $393 (+28.6%) Shares 49,039 (+29.1%) Est. Cost $9.01 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $524 (+19.7%) Shares 12,234 (+20.9%) Est. Cost $42.52 Unrealized
XMHQ INVESCO S&P MIDCAP QUALITY ETF 0.1%
Value ($000) $1,979 (+4.4%) Shares 19,322 (+7.0%) Est. Cost $97.17 Unrealized
ILDR FIRST TRUST INNOVATION LEADERS ETF 0.1%
Value ($000) $2,336 (+3.6%) Shares 70,814 (+1.7%) Est. Cost $25.14 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $436 (+21.7%) Shares 3,782 (+18.7%) Est. Cost $84.73 Unrealized +38.9%
PINS PINTEREST INC CL A 0.1%
Value ($000) $2,118 (+3.8%) Shares 81,824 (+29.0%) Est. Cost $27.81 Unrealized +3.5%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $1,738 (-4.2%) Shares 17,228 (+18.1%) Est. Cost $125.95 Unrealized -13.9%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $158 (+92.1%) Shares 890 (+71.8%) Est. Cost $114.13 Unrealized +45.9%
MSTR STRATEGY INC CL A NEW 0.0%
Value ($000) $142 (-34.1%) Shares 933 (+39.7%) Est. Cost $238.24 Unrealized -3.4%
RTX RTX CORPORATION COM 0.0%
Value ($000) $367 (+24.9%) Shares 2,000 (+14.0%) Est. Cost $92.86 Unrealized +86.7%
LOW LOWES COS INC COM 0.1%
Value ($000) $1,154 (+6.6%) Shares 4,783 (+11.1%) Est. Cost $157.32 Unrealized +52.4%
CGSD CAPITAL GROUP SHORT DURATION INCOME ETF 0.0%
Value ($000) $106 (+206.5%) Shares 4,071 (+206.1%) Est. Cost $26.00 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $188 (+60.9%) Shares 508 (+44.7%) Est. Cost $257.36 Unrealized +38.7%
ABBV ABBVIE INC COM 0.0%
Value ($000) $403 (+21.3%) Shares 1,765 (+22.9%) Est. Cost $121.11 Unrealized +87.9%
SPLB STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF 0.0%
Value ($000) $166 (+74.2%) Shares 7,366 (+78.4%) Est. Cost $22.84 Unrealized
CORNERSTONE STRATEGIC INVESTME COM 0.0%
Value ($000) $762 (+10.3%) Shares 91,109 (+9.2%) Est. Cost $9.54 Unrealized
TFPM TRIPLE FLAG PRECIOUS METAL COM 0.0%
Value ($000) $384 (+22.3%) Shares 11,556 (+7.7%) Est. Cost $26.24 Unrealized +19.2%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $345 (+25.0%) Shares 2,127 (+16.4%) Est. Cost $106.63 Unrealized +62.8%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value ($000) $773 (+9.7%) Shares 4,802 (+1.3%) Est. Cost $49.26 Unrealized +226.0%
OCTW ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF 0.0%
Value ($000) $102 (+203.1%) Shares 2,610 (+197.9%) Est. Cost $37.87 Unrealized
OAEM ONEASCENT ENHANCED SMALL AND MID CAP ETF INSTITUTIONAL SHS ONEASCENT EMERGI 0.0%
Value ($000) $386 (+21.3%) Shares 10,544 (+14.0%) Est. Cost $31.67 Unrealized
APP APPLOVIN CORP COM CL A 0.0%
Value ($000) $69 (+3087.8%) Shares 102 (+3300.0%) Est. Cost $622.84 Unrealized +1.2%
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $817 (+8.8%) Shares 12,137 (+15.0%) Est. Cost $64.73 Unrealized +7.5%
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.0%
Value ($000) $153 (+75.5%) Shares 2,019 (+79.8%) Est. Cost $76.12 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $134 (+93.0%) Shares 1,437 (+73.6%) Est. Cost $50.61 Unrealized +71.2%
PSC PRINCIPAL U.S. SMALL-CAP ETF 0.1%
Value ($000) $2,366 (+2.8%) Shares 40,990 (+1.4%) Est. Cost $56.98 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $710 (+9.9%) Shares 24,918 (+7.7%) Est. Cost $38.35 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $215 (+41.8%) Shares 1,752 (+28.3%) Est. Cost $77.74 Unrealized +55.5%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $387 (+19.1%) Shares 2,262 (+15.8%) Est. Cost $137.88 Unrealized +23.9%
BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF 0.0%
Value ($000) $455 (-11.9%) Shares 7,997 (+3.8%) Est. Cost $56.33 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $405 (+17.5%) Shares 2,874 (+14.8%) Est. Cost $119.67 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $84 (+256.2%) Shares 288 (+242.9%) Est. Cost $254.12 Unrealized +10.4%
ZS ZSCALER INC COM 0.0%
Value ($000) $59 (+19543.0%) Shares 262 (+26100.0%) Est. Cost $281.94 Unrealized +0.1%
NDEC INNOVATOR GROWTH-100 POWER BUFFER ETF - DECEMBER 0.0%
Value ($000) $160 (+56.9%) Shares 5,775 (+53.0%) Est. Cost $25.52 Unrealized
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.0%
Value ($000) $121 (+92.3%) Shares 2,100 (+90.9%) Est. Cost $57.37 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $234 (+32.6%) Shares 3,035 (+17.8%) Est. Cost $47.40 Unrealized +55.7%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $585 (+10.8%) Shares 6,981 (+11.3%) Est. Cost $84.73 Unrealized
O REALTY INCOME CORP COM 0.1%
Value ($000) $847 (+7.2%) Shares 15,019 (+15.6%) Est. Cost $56.67 Unrealized +1.2%
IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 0.8%
Value ($000) $12,252 (-0.5%) Shares 153,457 (+3.1%) Est. Cost $75.33 Unrealized
BLK BLACKROCK INC COM 0.0%
Value ($000) $110 (+107.3%) Shares 102 (+126.7%) Est. Cost $980.62 Unrealized +11.1%
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.1%
Value ($000) $929 (-5.7%) Shares 147,452 (+3.4%) Est. Cost $5.33 Unrealized
WULF TERAWULF INC COM 0.0%
Value ($000) $67 (+483.6%) Shares 5,800 (+480.0%) Est. Cost $12.30 Unrealized +9.0%
CIM CHIMERA INVT CORP COM SHS 0.0%
Value ($000) $176 (+45.3%) Shares 14,166 (+54.5%) Est. Cost $12.89 Unrealized
SHY ISHARES 1-3 YR TREASURY BOND ETF 0.0%
Value ($000) $165 (+49.8%) Shares 1,991 (+50.0%) Est. Cost $82.68 Unrealized
QGRW WISDOMTREE U.S. QUALITY GROWTH FUND 0.1%
Value ($000) $827 (+6.9%) Shares 14,100 (+4.6%) Est. Cost $52.81 Unrealized
SPTB STATE STREET SPDR PORTFOLIO TREASURY ETF 0.0%
Value ($000) $72 (+276.7%) Shares 2,366 (+279.2%) Est. Cost $30.28 Unrealized
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $53 (+9295.1%) Shares 1,425 (+9400.0%) Est. Cost $37.41 Unrealized
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $289 (+21.9%) Shares 2,013 (+3.1%) Est. Cost $92.94 Unrealized +42.9%
SPTL STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $82 (+170.6%) Shares 3,111 (+175.6%) Est. Cost $28.57 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $333 (-13.5%) Shares 2,050 (+2.6%) Est. Cost $116.34 Unrealized +60.2%
CGCB CAPITAL GROUP CORE BOND ETF 0.0%
Value ($000) $340 (+18.0%) Shares 12,806 (+18.3%) Est. Cost $26.39 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $2,792 (-1.8%) Shares 23,821 (+3.7%) Est. Cost $84.40 Unrealized +44.0%
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.0%
Value ($000) $445 (+12.9%) Shares 8,752 (+9.7%) Est. Cost $43.72 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $60 (+577.9%) Shares 1,170 (+640.5%) Est. Cost $57.76 Unrealized
REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF 0.1%
Value ($000) $1,215 (+4.3%) Shares 14,702 (+7.3%) Est. Cost $81.91 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.1%
Value ($000) $1,388 (+3.7%) Shares 13,555 (+4.0%) Est. Cost $102.42 Unrealized -0.2%
CCJ CAMECO CORP COM 0.0%
Value ($000) $90 (+121.3%) Shares 988 (+102.9%) Est. Cost $71.56 Unrealized +25.7%
ISCG ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF 0.0%
Value ($000) $561 (+9.5%) Shares 10,107 (+7.3%) Est. Cost $52.91 Unrealized
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $80 (+153.0%) Shares 1,595 (+158.5%) Est. Cost $50.86 Unrealized
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $247 (+24.4%) Shares 16,703 (+25.5%) Est. Cost $12.25 Unrealized +20.0%
BLV VANGUARD LONG-TERM BOND ETF 0.0%
Value ($000) $58 (+500.3%) Shares 838 (+511.7%) Est. Cost $69.66 Unrealized
GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 0.0%
Value ($000) $145 (+50.1%) Shares 5,864 (+51.4%) Est. Cost $21.63 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $121 (-28.4%) Shares 535 (+6.8%) Est. Cost $249.18 Unrealized +19.6%
VGLT VANGUARD LONG-TERM TREASURY ETF 0.0%
Value ($000) $70 (+221.3%) Shares 1,249 (+227.0%) Est. Cost $56.36 Unrealized
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.0%
Value ($000) $661 (+7.8%) Shares 9,874 (+10.2%) Est. Cost $102.61 Unrealized
MINO PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $165 (+40.4%) Shares 3,647 (+40.4%) Est. Cost $45.23 Unrealized
SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF 0.0%
Value ($000) $763 (+6.6%) Shares 33,206 (+7.1%) Est. Cost $28.19 Unrealized
VST VISTRA CORP COM 0.0%
Value ($000) $238 (+24.7%) Shares 1,472 (+51.4%) Est. Cost $158.57 Unrealized +14.7%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $650 (+7.7%) Shares 8,347 (+8.0%) Est. Cost $75.92 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.0%
Value ($000) $156 (+42.5%) Shares 1,557 (+43.0%) Est. Cost $100.33 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $478 (+10.7%) Shares 4,800 (+8.8%) Est. Cost $92.05 Unrealized
CGCP CAPITAL GROUP CORE PLUS INCOME ETF 0.0%
Value ($000) $122 (+60.3%) Shares 5,382 (+60.9%) Est. Cost $22.52 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $49 (+1387.0%) Shares 1,121 (+1435.6%) Est. Cost $45.14 Unrealized +0.7%
SPMB STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 0.0%
Value ($000) $100 (+84.2%) Shares 4,446 (+84.5%) Est. Cost $22.15 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $235 (+24.0%) Shares 970 (+8.7%) Est. Cost $174.31 Unrealized +27.5%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 0.0%
Value ($000) $77 (+143.3%) Shares 2,449 (+140.6%) Est. Cost $35.12 Unrealized
SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $451 (+11.1%) Shares 7,790 (+9.7%) Est. Cost $49.81 Unrealized
TNDM TANDEM DIABETES CARE INC COM NEW 0.0%
Value ($000) $75 (+146.3%) Shares 3,431 (+36.0%) Est. Cost $20.03 Unrealized -9.9%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $998 (+4.6%) Shares 5,418 (+15.6%) Est. Cost $162.83 Unrealized +23.9%
EMHC STATE STREET SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF 0.0%
Value ($000) $524 (+9.1%) Shares 20,589 (+7.9%) Est. Cost $24.75 Unrealized
SDCI USCF SUMMERHAVEN DYNAMIC COMMODITY STRATEGY NO K-1 FUND 0.0%
Value ($000) $566 (+8.4%) Shares 25,683 (+13.1%) Est. Cost $22.88 Unrealized
GNMA ISHARES GNMA BOND ETF 0.0%
Value ($000) $95 (+84.0%) Shares 2,142 (+83.2%) Est. Cost $44.85 Unrealized
NOCT INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER 0.1%
Value ($000) $938 (+4.9%) Shares 16,200 (+2.9%) Est. Cost $37.36 Unrealized
XSVM INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF 0.0%
Value ($000) $652 (+7.0%) Shares 11,404 (+5.7%) Est. Cost $54.99 Unrealized
FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF 0.0%
Value ($000) $161 (+36.2%) Shares 3,856 (+34.3%) Est. Cost $40.97 Unrealized
BX BLACKSTONE INC COM 0.0%
Value ($000) $65 (+187.4%) Shares 421 (+218.9%) Est. Cost $115.27 Unrealized +31.4%
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 0.0%
Value ($000) $719 (+6.2%) Shares 18,639 (+4.3%) Est. Cost $35.99 Unrealized
SIVR ABRDN PHYSICAL SILVER SHARES ETF 0.0%
Value ($000) $60 (+219.3%) Shares 882 (+110.0%) Est. Cost $53.62 Unrealized
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 0.1%
Value ($000) $809 (+5.3%) Shares 18,948 (+115.2%) Est. Cost $59.05 Unrealized
IEUR ISHARES CORE MSCI EUROPE ETF 0.0%
Value ($000) $294 (+16.1%) Shares 4,143 (+11.4%) Est. Cost $61.85 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $1,296 (+3.2%) Shares 5,895 (+1.3%) Est. Cost $128.49 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $136 (-22.3%) Shares 1,450 (+893.2%) Est. Cost $101.99 Unrealized +5.7%
RGLD ROYAL GOLD INC COM 0.0%
Value ($000) $117 (+48.7%) Shares 527 (+34.1%) Est. Cost $138.79 Unrealized +42.9%
SPXC SPX TECHNOLOGIES INC COM 0.0%
Value ($000) $301 (+14.3%) Shares 1,506 (+6.7%) Est. Cost $169.05 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $134 (+39.4%) Shares 485 (+19.5%) Est. Cost $91.02 Unrealized +184.5%
CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $52 (+258.7%) Shares 586 (+264.0%) Est. Cost $82.62 Unrealized
SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF 0.0%
Value ($000) $493 (+8.2%) Shares 11,943 (+9.0%) Est. Cost $41.44 Unrealized
AHR AMERICAN HEALTHCARE REIT INC COM SHS 0.0%
Value ($000) $177 (+26.3%) Shares 3,756 (+12.7%) Est. Cost $28.98 Unrealized
CGBL CAPITAL GROUP CORE BALANCED ETF 0.0%
Value ($000) $81 (+80.5%) Shares 2,306 (+77.4%) Est. Cost $33.04 Unrealized
TIPX STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF 0.0%
Value ($000) $600 (+6.3%) Shares 31,445 (+7.5%) Est. Cost $19.18 Unrealized
WAT WATERS CORP COM 0.0%
Value ($000) $149 (+30.7%) Shares 393 (+3.1%) Est. Cost $324.80 Unrealized +13.3%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $225 (+18.4%) Shares 1,666 (+8.4%) Est. Cost $60.09 Unrealized +122.2%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $140 (+33.1%) Shares 247 (+5.1%) Est. Cost $324.17 Unrealized +64.2%
ABT ABBOTT LABS COM 0.0%
Value ($000) $234 (+17.4%) Shares 1,870 (+25.4%) Est. Cost $103.76 Unrealized +22.7%
CRWV COREWEAVE INC COM CL A 0.0%
Value ($000) $136 (-20.3%) Shares 1,897 (+52.4%) Est. Cost $110.77 Unrealized -8.5%
NEM NEWMONT CORP COM 0.0%
Value ($000) $164 (+26.1%) Shares 1,647 (+6.5%) Est. Cost $45.27 Unrealized +99.2%
RING ISHARES MSCI GLOBAL GOLD MINERS ETF 0.0%
Value ($000) $184 (+22.5%) Shares 2,500 (+7.7%) Est. Cost $40.87 Unrealized
WMS ADVANCED DRAIN SYS INC DEL COM 0.0%
Value ($000) $170 (+24.3%) Shares 1,175 (+19.0%) Est. Cost $122.94 Unrealized +17.7%
SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $498 (+7.1%) Shares 10,636 (+5.9%) Est. Cost $41.34 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $113 (+40.5%) Shares 1,925 (+30.2%) Est. Cost $54.45 Unrealized +0.3%
FSMD FIDELITY SMALL-MID MULTIFACTOR ETF 0.0%
Value ($000) $43 (+284.3%) Shares 975 (+283.9%) Est. Cost $43.42 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.4%
Value ($000) $5,751 (+0.6%) Shares 56,172 (+1.5%) Est. Cost $101.32 Unrealized
CHCT COMMUNITY HEALTHCARE TR INC COM 0.0%
Value ($000) $58 (+119.6%) Shares 3,553 (+104.7%) Est. Cost $15.87 Unrealized
SEI SOLARIS ENERGY INFRAS INC COM CL A 0.0%
Value ($000) $180 (+21.4%) Shares 3,920 (+5.5%) Est. Cost $32.01 Unrealized +50.9%
MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $95 (+49.5%) Shares 1,120 (+47.2%) Est. Cost $60.40 Unrealized
ICVT ISHARES CONVERTIBLE BOND ETF 0.1%
Value ($000) $1,126 (+2.8%) Shares 11,432 (+4.5%) Est. Cost $81.02 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $130 (+31.4%) Shares 278 (+19.8%) Est. Cost $179.53 Unrealized +158.3%
CGDG CAPITAL GROUP DIVIDEND GROWERS ETF 0.0%
Value ($000) $211 (+17.0%) Shares 5,913 (+13.8%) Est. Cost $30.27 Unrealized
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $756 (+4.2%) Shares 7,083 (+2.1%) Est. Cost $79.13 Unrealized
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.1%
Value ($000) $1,577 (+1.9%) Shares 15,161 (+2.2%) Est. Cost $85.35 Unrealized
SA SEABRIDGE GOLD INC COM 0.0%
Value ($000) $133 (+29.2%) Shares 4,480 (+5.4%) Est. Cost $15.11 Unrealized +74.0%
UDR UDR INC COM 0.0%
Value ($000) $56 (+113.4%) Shares 1,528 (+116.7%) Est. Cost $36.91 Unrealized -3.7%
PAMC PACER LUNT MIDCAP MULTI-FACTOR ALTERNATOR ETF 0.0%
Value ($000) $262 (+12.8%) Shares 5,629 (+13.8%) Est. Cost $43.91 Unrealized
UMH UMH PPTYS INC COM 0.0%
Value ($000) $56 (+111.0%) Shares 3,495 (+96.9%) Est. Cost $15.37 Unrealized
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $38 (+313.8%) Shares 240 (+321.1%) Est. Cost $149.49 Unrealized +10.6%
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $43 (+208.3%) Shares 315 (+215.0%) Est. Cost $134.09 Unrealized +1.2%
QTUM DEFIANCE QUANTUM ETF 0.0%
Value ($000) $343 (+9.1%) Shares 3,128 (+4.4%) Est. Cost $96.08 Unrealized
RHP RYMAN HOSPITALITY PPTYS INC COM 0.0%
Value ($000) $53 (+115.4%) Shares 565 (+104.0%) Est. Cost $92.15 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $1,028 (+2.7%) Shares 3,447 (+2.0%) Est. Cost $214.64 Unrealized
PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER 0.0%
Value ($000) $121 (+28.3%) Shares 2,900 (+26.1%) Est. Cost $32.59 Unrealized
QCOC FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - OCTOBER 0.0%
Value ($000) $65 (+67.9%) Shares 2,896 (+64.7%) Est. Cost $21.08 Unrealized
AOS SMITH A O CORP COM 0.0%
Value ($000) $26 (+3133.3%) Shares 394 (+3481.8%) Est. Cost $67.37 Unrealized +0.1%
GLXY GALAXY DIGITAL INC. CL A 0.0%
Value ($000) $73 (-25.9%) Shares 3,250 (+12.1%) Est. Cost $27.40 Unrealized +13.1%
FPI FARMLAND PARTNERS INC COM 0.0%
Value ($000) $52 (+94.3%) Shares 5,377 (+118.1%) Est. Cost $10.24 Unrealized
MWA MUELLER WTR PRODS INC COM SER A 0.0%
Value ($000) $149 (+19.5%) Shares 6,242 (+28.0%) Est. Cost $24.44 Unrealized +1.0%
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $190 (+14.7%) Shares 4,279 (+9.2%) Est. Cost $32.11 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $151 (+18.9%) Shares 1,735 (+29.2%) Est. Cost $62.23 Unrealized +46.1%
WCBR WISDOMTREE CYBERSECURITY FUND 0.0%
Value ($000) $422 (-5.4%) Shares 15,142 (+6.6%) Est. Cost $30.17 Unrealized
WCLD WISDOMTREE CLOUD COMPUTING FUND 0.0%
Value ($000) $451 (+5.6%) Shares 12,882 (+6.1%) Est. Cost $34.72 Unrealized
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $32 (+273.4%) Shares 77 (+266.7%) Est. Cost $415.75 Unrealized +5.7%
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.0%
Value ($000) $168 (+16.2%) Shares 1,166 (+3.3%) Est. Cost $114.56 Unrealized
PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY 0.0%
Value ($000) $413 (+6.0%) Shares 8,775 (+3.2%) Est. Cost $39.36 Unrealized
WTFC WINTRUST FINL CORP COM 0.0%
Value ($000) $32 (+250.4%) Shares 229 (+231.9%) Est. Cost $119.50 Unrealized +11.3%
PPLT ABRDN PHYSICAL PLATINUM SHARES ETF 0.0%
Value ($000) $28 (+443.6%) Shares 150 (+316.7%) Est. Cost $163.17 Unrealized
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $48 (+88.5%) Shares 301 (+84.7%) Est. Cost $145.52 Unrealized +8.0%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $137 (+19.6%) Shares 407 (+21.1%) Est. Cost $187.06 Unrealized +82.2%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $479 (+4.9%) Shares 1,556 (+2.4%) Est. Cost $111.80 Unrealized +169.1%
WTTR SELECT WATER SOLUTIONS INC CL A COM 0.0%
Value ($000) $162 (+15.7%) Shares 15,428 (+17.6%) Est. Cost $9.75 Unrealized
FDVV FIDELITY HIGH DIVIDEND ETF 0.0%
Value ($000) $121 (+22.0%) Shares 2,136 (+19.9%) Est. Cost $55.87 Unrealized
CI THE CIGNA GROUP COM 0.0%
Value ($000) $37 (+136.1%) Shares 136 (+147.3%) Est. Cost $269.10 Unrealized +3.8%
IDMO INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF 0.0%
Value ($000) $64 (+49.7%) Shares 1,154 (+45.5%) Est. Cost $53.29 Unrealized
FSS FEDERAL SIGNAL CORP COM 0.0%
Value ($000) $244 (+9.5%) Shares 2,247 (+20.0%) Est. Cost $94.67 Unrealized +20.8%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $655 (+3.3%) Shares 3,102 (+4.6%) Est. Cost $188.46 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $118 (+21.7%) Shares 206 (+21.2%) Est. Cost $414.24 Unrealized +34.9%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $293 (+7.7%) Shares 3,046 (+6.5%) Est. Cost $94.87 Unrealized
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.0%
Value ($000) $450 (+4.8%) Shares 8,154 (+7.2%) Est. Cost $44.24 Unrealized
FDMO FIDELITY MOMENTUM FACTOR ETF 0.0%
Value ($000) $127 (+19.1%) Shares 1,517 (+18.0%) Est. Cost $83.31 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $163 (-11.0%) Shares 10,165 (+6.0%) Est. Cost $17.61 Unrealized -0.9%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $127 (+18.8%) Shares 1,280 (+13.4%) Est. Cost $105.00 Unrealized -8.4%
COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF 0.1%
Value ($000) $1,018 (-1.9%) Shares 28,916 (+1.1%) Est. Cost $28.95 Unrealized
INOD INNODATA INC COM NEW 0.0%
Value ($000) $42 (-31.4%) Shares 830 (+3.8%) Est. Cost $42.20 Unrealized +54.5%
AA ALCOA CORP COM 0.0%
Value ($000) $40 (+94.8%) Shares 747 (+20.7%) Est. Cost $29.95 Unrealized +36.5%
OKLO OKLO INC COM CL A 0.0%
Value ($000) $141 (-11.9%) Shares 1,960 (+37.1%) Est. Cost $74.26 Unrealized +50.2%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $92 (+25.1%) Shares 546 (+3.0%) Est. Cost $73.29 Unrealized +116.1%
SCYB SCHWAB HIGH YIELD BOND ETF 0.0%
Value ($000) $279 (+7.1%) Shares 10,554 (+8.4%) Est. Cost $28.82 Unrealized
PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY 0.0%
Value ($000) $403 (+4.7%) Shares 9,900 (+2.1%) Est. Cost $33.62 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $284 (+6.8%) Shares 1,262 (+5.6%) Est. Cost $124.15 Unrealized
FISR STATE STREET FIXED INCOME SECTOR ROTATION ETF 0.0%
Value ($000) $493 (+3.8%) Shares 19,025 (+4.4%) Est. Cost $25.95 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $35 (+102.5%) Shares 90 (+119.5%) Est. Cost $393.64 Unrealized +5.1%
AOK ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF 0.0%
Value ($000) $601 (+3.0%) Shares 14,975 (+3.1%) Est. Cost $38.76 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $287 (+6.3%) Shares 3,378 (+5.2%) Est. Cost $64.10 Unrealized +36.5%
ATO ATMOS ENERGY CORP COM 0.1%
Value ($000) $915 (+1.9%) Shares 5,459 (+3.8%) Est. Cost $149.18 Unrealized +15.5%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.2%
Value ($000) $2,621 (-0.6%) Shares 14,747 (+2.0%) Est. Cost $41.58 Unrealized +335.4%
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $172 (-8.9%) Shares 1,517 (+15.4%) Est. Cost $50.71 Unrealized +156.4%
MKSI MKS INC. COM 0.0%
Value ($000) $19 (+743.3%) Shares 118 (+555.6%) Est. Cost $138.75 Unrealized +6.8%
SCHP SCHWAB US TIPS ETF 0.1%
Value ($000) $1,206 (+1.3%) Shares 45,526 (+3.1%) Est. Cost $40.29 Unrealized
JCPB JPMORGAN CORE PLUS BOND ETF 0.0%
Value ($000) $49 (+47.3%) Shares 1,034 (+47.9%) Est. Cost $47.89 Unrealized
HIG HARTFORD INSURANCE GROUP INC COM 0.0%
Value ($000) $15 (+5628.8%) Shares 111 (+5450.0%) Est. Cost $131.42 Unrealized +0.1%
SBS COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR 0.0%
Value ($000) $147 (+10.8%) Shares 6,148 (+15.7%) Est. Cost $22.53 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $922 (-1.5%) Shares 1,617 (+5.2%) Est. Cost $554.32 Unrealized +4.4%
ADC AGREE RLTY CORP COM 0.0%
Value ($000) $33 (+73.5%) Shares 462 (+71.1%) Est. Cost $70.00 Unrealized
EWP ISHARES MSCI SPAIN ETF 0.0%
Value ($000) $122 (+13.0%) Shares 2,264 (+3.7%) Est. Cost $38.19 Unrealized
CPRO CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF - OCTOBER 0.0%
Value ($000) $54 (+32.5%) Shares 2,008 (+31.2%) Est. Cost $25.38 Unrealized
RISN INSPIRE CAPITAL APPRECIATION ETF 0.2%
Value ($000) $3,840 (-0.3%) Shares 132,222 (+2.3%) Est. Cost $27.53 Unrealized
REG REGENCY CTRS CORP COM 0.0%
Value ($000) $39 (+47.7%) Shares 571 (+56.0%) Est. Cost $69.72 Unrealized -0.3%
DDLS WISDOMTREE DYNAMIC INTERNATIONAL SMALLCAP EQUITY FUND 0.0%
Value ($000) $39 (+45.7%) Shares 904 (+42.1%) Est. Cost $38.98 Unrealized
FHYS FEDERATED HERMES SHORT DURATION HIGH YIELD ETF 0.0%
Value ($000) $58 (+25.1%) Shares 2,500 (+25.0%) Est. Cost $23.23 Unrealized
TEM TEMPUS AI INC CL A 0.0%
Value ($000) $62 (-15.7%) Shares 1,045 (+15.2%) Est. Cost $62.09 Unrealized +26.0%
EIRL ISHARES MSCI IRELAND ETF 0.0%
Value ($000) $105 (+11.7%) Shares 1,432 (+2.6%) Est. Cost $63.83 Unrealized
GWX SPDR S&P INTERNATIONAL SMALL CAP ETF 0.0%
Value ($000) $102 (+12.0%) Shares 2,508 (+10.1%) Est. Cost $38.30 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $178 (+6.6%) Shares 3,904 (+6.5%) Est. Cost $34.82 Unrealized
RWO SPDR DJ GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $159 (+7.2%) Shares 3,537 (+9.0%) Est. Cost $44.44 Unrealized
LGH HCM DEFENDER 500 INDEX ETF 0.0%
Value ($000) $61 (+21.1%) Shares 985 (+18.0%) Est. Cost $53.55 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $255 (+4.3%) Shares 2,243 (+4.9%) Est. Cost $98.38 Unrealized +11.3%
JEF JEFFERIES FINL GROUP INC COM 0.0%
Value ($000) $213 (+5.0%) Shares 3,438 (+10.8%) Est. Cost $53.19 Unrealized +6.6%
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $42 (+28.9%) Shares 325 (+39.5%) Est. Cost $142.07 Unrealized -5.0%
F FORD MTR CO COM 0.0%
Value ($000) $78 (+13.8%) Shares 5,929 (+3.7%) Est. Cost $9.51 Unrealized +34.9%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $34 (+37.4%) Shares 409 (+38.2%) Est. Cost $79.18 Unrealized +6.2%
CPSO CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - OCTOBER 0.0%
Value ($000) $23 (+68.3%) Shares 838 (+66.6%) Est. Cost $26.11 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $203 (+4.6%) Shares 2,111 (+1.6%) Est. Cost $72.83 Unrealized
EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF 0.0%
Value ($000) $280 (+3.2%) Shares 13,107 (+3.2%) Est. Cost $20.88 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.0%
Value ($000) $314 (+2.8%) Shares 1,134 (+1.6%) Est. Cost $175.61 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $53 (+19.4%) Shares 80 (+23.1%) Est. Cost $516.91 Unrealized +27.8%
SIXO ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 APR/OCT ETF 0.0%
Value ($000) $108 (+8.5%) Shares 3,117 (+5.9%) Est. Cost $31.93 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $83 (+11.4%) Shares 987 (+32.0%) Est. Cost $114.81 Unrealized -22.9%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $10 (+644.8%) Shares 195 (+875.0%) Est. Cost $51.23 Unrealized
BBWI BATH & BODY WORKS INC COM 0.0%
Value ($000) $31 (-21.2%) Shares 1,525 (+1.1%) Est. Cost $57.34 Unrealized -62.1%
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $153 (-5.1%) Shares 776 (+3.3%) Est. Cost $93.66 Unrealized +125.9%
OSEA HARBOR INTERNATIONAL COMPOUNDERS ETF 0.0%
Value ($000) $56 (+15.7%) Shares 1,850 (+13.1%) Est. Cost $26.97 Unrealized
CPNQ CALAMOS NASDAQ-100 STRUCTURED ALT PROTECTION ETF - DECEMBER 0.0%
Value ($000) $68 (+12.1%) Shares 2,569 (+10.4%) Est. Cost $24.61 Unrealized
SPMO INVESCO S&P 500 MOMENTUM ETF 0.1%
Value ($000) $2,042 (-0.3%) Shares 17,115 (+1.1%) Est. Cost $85.29 Unrealized
MRCC MONROE CAP CORP COM 0.0%
Value ($000) $89 (-7.2%) Shares 14,015 (+2.2%) Est. Cost $4.64 Unrealized +39.3%
FBL GRANITESHARES 2X LONG META DAILY ETF 0.0%
Value ($000) $13 (+103.5%) Shares 408 (+172.0%) Est. Cost $31.85 Unrealized
BTCL T-REX 2X LONG BITCOIN DAILY TARGET ETF 0.0%
Value ($000) $24 (+39.6%) Shares 813 (+171.0%) Est. Cost $38.07 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $22 (+42.2%) Shares 29 (+3.6%) Est. Cost $639.78 Unrealized +6.1%
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $370 (+1.8%) Shares 17,709 (+5.1%) Est. Cost $21.11 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $31 (+26.3%) Shares 316 (+40.4%) Est. Cost $107.70 Unrealized -4.5%
USRT ISHARES CORE U.S. REIT ETF 0.2%
Value ($000) $2,746 (-0.2%) Shares 48,207 (+2.9%) Est. Cost $57.34 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $673 (+0.9%) Shares 7,229 (+1.2%) Est. Cost $93.84 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $14 (+69.0%) Shares 102 (+59.4%) Est. Cost $133.12 Unrealized +8.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $41 (+16.0%) Shares 496 (+6.2%) Est. Cost $73.42 Unrealized +6.1%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $6 (+4491.9%) Shares 200 (+3900.0%) Est. Cost $26.27 Unrealized +0.1%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $113 (+5.1%) Shares 140 (+23.9%) Est. Cost $556.71 Unrealized +55.7%
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.1%
Value ($000) $1,802 (-0.3%) Shares 28,593 (+1.6%) Est. Cost $51.63 Unrealized
KLIP KRANESHARES KWEB COVERED CALL STRATEGY ETF 0.0%
Value ($000) $10 (+126.3%) Shares 321 (+148.8%) Est. Cost $30.67 Unrealized
RLI RLI CORP COM 0.0%
Value ($000) $13 (+70.3%) Shares 201 (+73.3%) Est. Cost $62.84 Unrealized -2.2%
ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 0.0%
Value ($000) $58 (+10.1%) Shares 5,944 (+6.8%) Est. Cost $8.33 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $35 (+18.0%) Shares 708 (+3.8%) Est. Cost $32.21 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value ($000) $110 (+5.0%) Shares 6,243 (+1.1%) Est. Cost $19.84 Unrealized
COR CENCORA INC COM 0.0%
Value ($000) $62 (+9.3%) Shares 183 (+1.1%) Est. Cost $169.40 Unrealized +101.1%
SMLF ISHARES U.S. SMALLCAP EQUITY FACTOR ETF 0.0%
Value ($000) $39 (+15.3%) Shares 527 (+14.6%) Est. Cost $68.83 Unrealized
SMR NUSCALE PWR CORP CL A COM 0.0%
Value ($000) $15 (-25.5%) Shares 1,060 (+89.3%) Est. Cost $19.44 Unrealized +47.1%
CPSR CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - MARCH 0.0%
Value ($000) $28 (+20.3%) Shares 1,110 (+18.5%) Est. Cost $24.43 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $127 (-3.6%) Shares 1,202 (+4.8%) Est. Cost $100.84 Unrealized +9.3%
DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF 0.0%
Value ($000) $87 (+5.5%) Shares 2,638 (+1.3%) Est. Cost $31.08 Unrealized
FNGU MICROSECTORS FANG 3 LEVERAGED ETNS 0.0%
Value ($000) $9 (+106.1%) Shares 345 (+137.9%) Est. Cost $25.48 Unrealized
HTRB HARTFORD TOTAL RETURN BOND ETF 0.0%
Value ($000) $99 (+4.7%) Shares 2,893 (+5.2%) Est. Cost $33.66 Unrealized
IGF ISHARES TRUST S&P GLOBAL INFRASTRUCTUR 0.0%
Value ($000) $266 (+1.6%) Shares 4,333 (+1.2%) Est. Cost $53.89 Unrealized
QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND 0.0%
Value ($000) $6 (+319.0%) Shares 70 (+311.8%) Est. Cost $80.47 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $11 (+68.4%) Shares 105 (+105.9%) Est. Cost $124.33 Unrealized -12.9%
EWJV ISHARES MSCI JAPAN VALUE ETF 0.0%
Value ($000) $69 (+6.6%) Shares 1,729 (+4.8%) Est. Cost $32.30 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $6 (+320.1%) Shares 86 (+290.9%) Est. Cost $63.40 Unrealized
SMAY FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY 0.0%
Value ($000) $18 (+27.7%) Shares 705 (+24.6%) Est. Cost $24.36 Unrealized
TPR TAPESTRY INC COM 0.0%
Value ($000) $30 (+15.1%) Shares 237 (+2.2%) Est. Cost $34.77 Unrealized +227.9%
KORP AMERICAN CENTURY DIVERSIFIED CORPORATE BOND ETF 0.0%
Value ($000) $649 (+0.6%) Shares 13,745 (+1.4%) Est. Cost $47.62 Unrealized
CGSM CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF 0.0%
Value ($000) $15 (+34.5%) Shares 584 (+34.6%) Est. Cost $25.90 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $171 (+2.3%) Shares 2,989 (+2.0%) Est. Cost $55.92 Unrealized
FXO FIRST TRUST FINANCIALS ALPHADEX FUND 0.0%
Value ($000) $111 (+3.6%) Shares 1,837 (+1.9%) Est. Cost $57.60 Unrealized
QBTS D-WAVE QUANTUM INC COM 0.0%
Value ($000) $42 (+9.9%) Shares 1,610 (+3.9%) Est. Cost $18.22 Unrealized +59.8%
INDA ISHARES MSCI INDIA ETF 0.0%
Value ($000) $12 (+44.8%) Shares 225 (+39.8%) Est. Cost $51.01 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $14 (+36.8%) Shares 168 (+37.7%) Est. Cost $77.07 Unrealized
CERY SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 ETF 0.0%
Value ($000) $362 (+1.0%) Shares 12,680 (+1.4%) Est. Cost $28.18 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $318 (-1.1%) Shares 12,759 (+1.2%) Est. Cost $26.50 Unrealized -5.5%
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF 0.0%
Value ($000) $35 (+10.9%) Shares 692 (+11.3%) Est. Cost $50.46 Unrealized
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $7 (+101.3%) Shares 60 (+76.5%) Est. Cost $93.53 Unrealized
CARZ FIRST TRUST S-NETWORK FUTURE VEHICLES & TECHNOLOGY ETF 0.0%
Value ($000) $42 (+8.6%) Shares 543 (+1.3%) Est. Cost $56.17 Unrealized
DJT TRUMP MEDIA & TECHNOLOGY GROUP COM 0.0%
Value ($000) $15 (-17.7%) Shares 1,156 (+2.0%) Est. Cost $36.97 Unrealized -63.1%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $7 (+84.0%) Shares 26 (+85.7%) Est. Cost $234.43 Unrealized +6.3%
TBUX T. ROWE PRICE ULTRA SHORT-TERM BOND ETF 0.0%
Value ($000) $8 (+58.0%) Shares 164 (+57.7%) Est. Cost $49.75 Unrealized
MARA MARA HOLDINGS INC COM 0.0%
Value ($000) $8 (+55.0%) Shares 939 (+215.1%) Est. Cost $15.68 Unrealized -5.9%
PULS PGIM ULTRA SHORT BOND ETF 0.0%
Value ($000) $3 (+6073.5%) Shares 61 (+6000.0%) Est. Cost $49.58 Unrealized
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 0.0%
Value ($000) $63 (+4.7%) Shares 1,276 (+5.1%) Est. Cost $47.92 Unrealized
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $254 (-1.1%) Shares 1,939 (+10.0%) Est. Cost $106.00 Unrealized +29.9%
APLD APPLIED DIGITAL CORP COM NEW 0.0%
Value ($000) $8 (+54.8%) Shares 323 (+44.8%) Est. Cost $14.06 Unrealized +104.8%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $40 (+7.2%) Shares 394 (+7.7%) Est. Cost $100.30 Unrealized
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $58 (+4.7%) Shares 229 (+1.8%) Est. Cost $159.22 Unrealized
TER TERADYNE INC COM 0.0%
Value ($000) $4 (+196.9%) Shares 19 (+111.1%) Est. Cost $143.05 Unrealized +19.9%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $207 (-1.1%) Shares 2,902 (+5.2%) Est. Cost $45.44 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND FUND 0.0%
Value ($000) $354 (+0.7%) Shares 7,674 (+1.0%) Est. Cost $38.71 Unrealized
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $12 (+25.7%) Shares 139 (+54.4%) Est. Cost $93.02 Unrealized -0.3%
FYT FIRST TRUST SMALL CAP VALUE ALPHADEX FUND 0.0%
Value ($000) $85 (+2.8%) Shares 1,508 (+1.3%) Est. Cost $50.99 Unrealized
CPSU CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF JUNE 0.0%
Value ($000) $24 (+10.6%) Shares 877 (+9.1%) Est. Cost $26.75 Unrealized
BUSE FIRST BUSEY CORP COM NEW 0.0%
Value ($000) $59 (+3.9%) Shares 2,479 (+1.1%) Est. Cost $19.87 Unrealized +16.8%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF 0.0%
Value ($000) $20 (+12.1%) Shares 458 (+12.0%) Est. Cost $35.09 Unrealized
BOH BANK HAWAII CORP COM 0.0%
Value ($000) $44 (+5.2%) Shares 643 (+1.1%) Est. Cost $61.60 Unrealized +6.3%
CNEQ ALGER CONCENTRATED EQUITY ETF 0.0%
Value ($000) $62 (+3.6%) Shares 1,789 (+5.9%) Est. Cost $24.94 Unrealized
TLTD FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND 0.0%
Value ($000) $6 (+59.4%) Shares 61 (+52.5%) Est. Cost $87.94 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $70 (+3.1%) Shares 814 (+1.4%) Est. Cost $84.15 Unrealized
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $34 (+6.5%) Shares 939 (+6.8%) Est. Cost $27.70 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $31 (-6.1%) Shares 127 (+3.3%) Est. Cost $252.05 Unrealized
TIPZ PIMCO BROAD U.S. TIPS INDEX ETF 0.0%
Value ($000) $35 (+6.1%) Shares 660 (+8.9%) Est. Cost $53.95 Unrealized
SMFG SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR 0.0%
Value ($000) $6 (+46.6%) Shares 311 (+26.9%) Est. Cost $16.61 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $3 (+117.0%) Shares 53 (+140.9%) Est. Cost $70.19 Unrealized -1.7%
XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF 0.0%
Value ($000) $13 (+15.2%) Shares 40 (+14.3%) Est. Cost $233.18 Unrealized
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR 0.0%
Value ($000) $2 (+237.3%) Shares 153 (+225.5%) Est. Cost $15.42 Unrealized
GUESS INC COM 0.0%
Value ($000) $104 (+1.6%) Shares 6,229 (+1.4%) Est. Cost $28.78 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $6 (+37.3%) Shares 28 (+33.3%) Est. Cost $137.90 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $117 (-1.3%) Shares 754 (+10.2%) Est. Cost $165.71 Unrealized -1.6%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $37 (+4.4%) Shares 270 (+1.9%) Est. Cost $171.17 Unrealized -20.1%
CHAT ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF 0.0%
Value ($000) $99 (-1.4%) Shares 1,681 (+2.8%) Est. Cost $61.43 Unrealized
MTZ MASTEC INC COM 0.0%
Value ($000) $1 (+512.2%) Shares 6 (+500.0%) Est. Cost $198.89 Unrealized +5.5%
FEBU ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED FEB ETF 0.0%
Value ($000) $21 (+5.4%) Shares 766 (+3.8%) Est. Cost $25.76 Unrealized
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 0.0%
Value ($000) $72 (+1.5%) Shares 13,998 (+1.4%) Est. Cost $3.57 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $14 (-6.4%) Shares 90 (+462.5%) Est. Cost $170.79 Unrealized +0.4%
REMX VANECK RARE EARTH AND STRATEGIC METALS ETF 0.0%
Value ($000) $7 (+14.2%) Shares 100 (+1.0%) Est. Cost $88.46 Unrealized
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $5 (+22.7%) Shares 23 (+9.5%) Est. Cost $188.03 Unrealized
HYGV FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND 0.0%
Value ($000) $2 (+107.6%) Shares 42 (+110.0%) Est. Cost $40.89 Unrealized
NMR NOMURA HLDGS INC SPONSORED ADR 0.0%
Value ($000) $3 (+35.9%) Shares 392 (+17.7%) Est. Cost $7.44 Unrealized
FDT FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND 0.0%
Value ($000) $13 (+6.9%) Shares 168 (+1.2%) Est. Cost $75.38 Unrealized
CALM CAL MAINE FOODS INC COM NEW 0.0%
Value ($000) $5 (-14.2%) Shares 65 (+1.6%) Est. Cost $40.41 Unrealized +114.3%
AFL AFLAC INC COM 0.0%
Value ($000) $762 (-0.1%) Shares 6,911 (+1.2%) Est. Cost $86.72 Unrealized +26.7%
AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 0.0%
Value ($000) $12 (+7.2%) Shares 126 (+1.6%) Est. Cost $89.11 Unrealized
FBCV FIDELITY BLUE CHIP VALUE ETF 0.0%
Value ($000) $13 (+6.5%) Shares 362 (+1.7%) Est. Cost $32.76 Unrealized
TLTE FLEXSHARES MORNINGSTAR EMERGING MARKETS FACTOR TILT INDEX FUND 0.0%
Value ($000) $2 (+56.4%) Shares 34 (+54.5%) Est. Cost $61.38 Unrealized
SNY SANOFI SA SPONSORED ADR 0.0%
Value ($000) $6 (+14.2%) Shares 119 (+11.2%) Est. Cost $52.54 Unrealized
UTES VIRTUS REAVES UTILITIES ETF 0.0%
Value ($000) $11 (+6.7%) Shares 136 (+13.3%) Est. Cost $82.98 Unrealized
CPSF CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - FEBRUARY 0.0%
Value ($000) $20 (+3.5%) Shares 764 (+1.7%) Est. Cost $24.61 Unrealized
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 0.0%
Value ($000) $15 (+4.5%) Shares 493 (+4.9%) Est. Cost $23.86 Unrealized
GOLY STRATEGY SHARES GOLD ENHANCED YIELD ETF 0.0%
Value ($000) $7 (+8.9%) Shares 210 (+2.4%) Est. Cost $29.56 Unrealized
MP MP MATERIALS CORP COM CL A 0.0%
Value ($000) $22 (-2.5%) Shares 440 (+29.4%) Est. Cost $30.37 Unrealized +108.8%
GIB CGI INC CL A SUB VTG 0.0%
Value ($000) $1 (+211.2%) Shares 9 (+200.0%) Est. Cost $91.52 Unrealized -2.7%
WEN WENDYS CO COM 0.0%
Value ($000) $6 (+8.1%) Shares 744 (+18.8%) Est. Cost $18.90 Unrealized -54.3%
NFRA FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND 0.0%
Value ($000) $1 (+66.2%) Shares 19 (+72.7%) Est. Cost $61.71 Unrealized
MAYW ALLIANZIM U.S. EQUITY BUFFER20 MAY ETF 0.0%
Value ($000) $15 (+3.0%) Shares 443 (+1.1%) Est. Cost $32.18 Unrealized
YYY AMPLIFY CEF HIGH INCOME ETF 0.0%
Value ($000) $39 (-1.0%) Shares 3,393 (+1.6%) Est. Cost $14.33 Unrealized
BITO PROSHARES BITCOIN ETF 0.0%
Value ($000) $1 (-24.5%) Shares 93 (+22.4%) Est. Cost $24.31 Unrealized
GDDY GODADDY INC CL A 0.0%
Value ($000) $1 (+126.3%) Shares 5 (+150.0%) Est. Cost $139.21 Unrealized -7.0%
GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.0%
Value ($000) $1 (+109.8%) Shares 14 (+100.0%) Est. Cost $43.00 Unrealized
INDB INDEPENDENT BK CORP MASS COM 0.0%
Value ($000) $5 (+6.5%) Shares 70 (+1.4%) Est. Cost $66.95 Unrealized +5.3%
CPNJ CALAMOS NASDAQ - 100 STRUCTURED ALT PROTECTION ETF -JUNE 0.0%
Value ($000) $6 (+5.1%) Shares 222 (+3.7%) Est. Cost $26.19 Unrealized
RHI ROBERT HALF INC. COM 0.0%
Value ($000) $2 (+22.0%) Shares 58 (+52.6%) Est. Cost $49.79 Unrealized -42.7%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $2 (+20.7%) Shares 9 (+28.6%) Est. Cost $163.03 Unrealized +10.3%
RTO RENTOKIL INITIAL PLC SPONSORED ADR 0.0%
Value ($000) $0 (+133.2%) Shares 16 (+100.0%) Est. Cost $27.34 Unrealized
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $4 (+6.8%) Shares 91 (+59.6%) Est. Cost $33.68 Unrealized +35.2%
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $27 (+1.0%) Shares 284 (+1.8%) Est. Cost $95.42 Unrealized
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.0%
Value ($000) $6 (+3.9%) Shares 231 (+2.7%) Est. Cost $29.49 Unrealized -11.5%
MSFX T-REX 2X LONG MICROSOFT DAILY TARGET ETF 0.0%
Value ($000) $7 (+3.0%) Shares 263 (+31.5%) Est. Cost $28.11 Unrealized
LTPZ PIMCO 15 YEAR US TIPS INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $10 (-1.8%) Shares 192 (+1.1%) Est. Cost $85.81 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $68 (+0.3%) Shares 367 (+1.7%) Est. Cost $156.02 Unrealized +15.4%
PSEC PROSPECT CAP CORP COM 0.0%
Value ($000) $27 (-0.7%) Shares 10,400 (+5.5%) Est. Cost $3.15 Unrealized -19.2%
DRLL STRIVE U.S. ENERGY ETF 0.0%
Value ($000) $25 (+0.7%) Shares 882 (+1.5%) Est. Cost $29.40 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $33 (+0.5%) Shares 1,268 (+1.4%) Est. Cost $23.79 Unrealized +17.1%
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value ($000) $1 (+25.6%) Shares 15 (+36.4%) Est. Cost $34.13 Unrealized +56.7%
BRBR BELLRING BRANDS INC COMMON STOCK 0.0%
Value ($000) $1 (+30.0%) Shares 23 (+76.9%) Est. Cost $55.01 Unrealized -43.6%
PCTY PAYLOCITY HLDG CORP COM 0.0%
Value ($000) $1 (+14.9%) Shares 6 (+20.0%) Est. Cost $191.28 Unrealized -22.2%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $7 (+1.5%) Shares 348 (+2.4%) Est. Cost $20.82 Unrealized -4.9%
SVAL ISHARES US SMALL CAP VALUE FACTOR ETF 0.0%
Value ($000) $3 (+2.8%) Shares 96 (+1.1%) Est. Cost $27.59 Unrealized
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 0.0%
Value ($000) $8 (+1.1%) Shares 181 (+1.7%) Est. Cost $37.54 Unrealized
KMX CARMAX INC COM 0.0%
Value ($000) $1 (+10.0%) Shares 23 (+27.8%) Est. Cost $63.12 Unrealized -36.6%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $6 (+1.2%) Shares 65 (+1.6%) Est. Cost $102.99 Unrealized
LOWV AB US LOW VOLATILITY EQUITY ETF 0.0%
Value ($000) $3 (+2.5%) Shares 39 (+2.6%) Est. Cost $78.79 Unrealized
EWZ ISHARES MSCI BRAZIL ETF 0.0%
Value ($000) $1 (+5.9%) Shares 41 (+2.5%) Est. Cost $32.36 Unrealized
AOM ISHARES CORE 40/60 MODERATE ALLOCATION ETF 0.0%
Value ($000) $3 (+2.0%) Shares 73 (+2.8%) Est. Cost $45.46 Unrealized
SLNZ TCW SENIOR LOAN ETF 0.0%
Value ($000) $6 (+1.1%) Shares 119 (+2.6%) Est. Cost $47.11 Unrealized
ICL ICL GROUP LTD SHS 0.0%
Value ($000) $0 (+24.2%) Shares 42 (+35.5%) Est. Cost $6.26 Unrealized -7.5%
XHYE BONDBLOXX USD HIGH YIELD BOND ENERGY SECTOR ETF 0.0%
Value ($000) $19 (+0.2%) Shares 503 (+1.4%) Est. Cost $38.26 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.0%
Value ($000) $10 (-0.4%) Shares 787 (+1.0%) Est. Cost $14.73 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $17 (-0.2%) Shares 961 (+5.6%) Est. Cost $24.03 Unrealized -26.6%
EPM EVOLUTION PETE CORP COM 0.0%
Value ($000) $0 (-24.1%) Shares 17 (+6.3%) Est. Cost $4.84 Unrealized -15.0%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $733 (+0.0%) Shares 3,460 (+8.3%) Est. Cost $238.27 Unrealized -9.9%
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $0 (+4.0%) Shares 126 (+46.5%) Est. Cost $15.28 Unrealized -73.9%
WOOD ISHARES GLOBAL TIMBER & FORESTRY ETF 0.0%
Value ($000) $3 (-0.5%) Shares 47 (+2.2%) Est. Cost $86.78 Unrealized
POWA INVESCO BLOOMBERG PRICING POWER ETF 0.0%
Value ($000) $5 (+0.3%) Shares 59 (+1.7%) Est. Cost $84.98 Unrealized

Exited Positions (109)

FIS CHRISTIAN STOCK FUND 0.1%
Value ($000) $1,801 Shares 57,413 Est. Cost $29.20 Unrealized
TIMOTHY PLAN US LARGE/MID CAP CORE ENHANCED ETF 0.0%
Value ($000) $417 Shares 15,121 Est. Cost $26.00 Unrealized
TIMOTHY PLAN HIGH DIVIDEND STOCK ENHANCED ETF 0.0%
Value ($000) $415 Shares 15,884 Est. Cost $24.25 Unrealized
SABA CAPITAL INCOME & OPRNT FD SHS NEW 0.0%
Value ($000) $77 Shares 9,941 Est. Cost $7.59 Unrealized
ACA ARCOSA INC COM 0.0%
Value ($000) $70 Shares 750 Est. Cost $97.89 Unrealized +3.1%
CROX CROCS INC COM 0.0%
Value ($000) $63 Shares 751 Est. Cost $100.34 Unrealized -16.6%
BSJP INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $55 Shares 2,390 Est. Cost $23.12 Unrealized
BSY BENTLEY SYS INC COM CL B 0.0%
Value ($000) $52 Shares 1,001 Est. Cost $54.63 Unrealized -16.7%
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.0%
Value ($000) $45 Shares 2,187 Est. Cost $20.65 Unrealized
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $34 Shares 1,487 Est. Cost $22.45 Unrealized +1.0%
ORI OLD REP INTL CORP COM 0.0%
Value ($000) $32 Shares 748 Est. Cost $18.53 Unrealized +120.3%
FLTR VANECK IG FLOATING RATE ETF 0.0%
Value ($000) $31 Shares 1,230 Est. Cost $25.39 Unrealized
LXP INDUSTRIAL TRUST COM 0.0%
Value ($000) $27 Shares 2,976 Est. Cost $8.96 Unrealized
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value ($000) $26 Shares 437 Est. Cost $42.00 Unrealized +24.1%
PINNACLE FINL PARTNERS INC COM 0.0%
Value ($000) $25 Shares 262 Est. Cost $87.04 Unrealized
FXN FIRST TRUST ENERGY ALPHADEX FUND 0.0%
Value ($000) $22 Shares 1,350 Est. Cost $16.46 Unrealized
ULST SPDR SSGA ULTRA SHORT TERM BOND ETF 0.0%
Value ($000) $22 Shares 539 Est. Cost $40.68 Unrealized
GSY INVESCO ULTRA SHORT DURATION ETF 0.0%
Value ($000) $22 Shares 436 Est. Cost $50.20 Unrealized
EXEL EXELIXIS INC COM 0.0%
Value ($000) $21 Shares 500 Est. Cost $22.65 Unrealized +82.7%
MATW MATTHEWS INTL CORP CL A 0.0%
Value ($000) $17 Shares 695 Est. Cost $24.27 Unrealized -0.4%
NVDU DIREXION DAILY NVDA BULL 2X SHARES 0.0%
Value ($000) $16 Shares 119 Est. Cost $88.91 Unrealized
OZK BANK OZK LITTLE ROCK ARK COM 0.0%
Value ($000) $16 Shares 304 Est. Cost $43.53 Unrealized +6.3%
HIGHLAND OPPS & INCOME FD HIGHLAND INCOME 0.0%
Value ($000) $15 Shares 2,363 Est. Cost $13.54 Unrealized
GOOX T-REX 2X LONG ALPHABET DAILY TARGET ETF 0.0%
Value ($000) $15 Shares 331 Est. Cost $29.71 Unrealized
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value ($000) $14 Shares 820 Est. Cost $8.21 Unrealized +67.6%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $14 Shares 434 Est. Cost $14.65 Unrealized +100.0%
MGA MAGNA INTL INC COM 0.0%
Value ($000) $14 Shares 287 Est. Cost $39.79 Unrealized +22.8%
RGEN REPLIGEN CORP COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $183.70 Unrealized -14.7%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $13 Shares 1,084 Est. Cost $17.00 Unrealized -25.7%
ALLSPRING INCOME OPPORTUNIT INC OPPTY FD 0.0%
Value ($000) $12 Shares 1,700 Est. Cost $8.24 Unrealized
CCS CENTURY CMNTYS INC COM 0.0%
Value ($000) $11 Shares 179 Est. Cost $69.68 Unrealized -12.9%
KELLANOVA COM 0.0%
Value ($000) $11 Shares 132 Est. Cost $45.93 Unrealized +80.0%
INNOVATOR PREMIUM INCOME 40 BARRIER ETF - OCTOBER 0.0%
Value ($000) $10 Shares 400 Est. Cost $23.96 Unrealized
HIMU ISHARES HIGH YIELD MUNI ACTIVE ETF 0.0%
Value ($000) $9 Shares 184 Est. Cost $49.19 Unrealized
UVV UNIVERSAL CORP VA COM 0.0%
Value ($000) $9 Shares 160 Est. Cost $51.87 Unrealized +2.4%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $9 Shares 149 Est. Cost $48.69 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $9 Shares 36 Est. Cost $213.65 Unrealized +6.4%
MCO MOODYS CORP COM 0.0%
Value ($000) $8 Shares 18 Est. Cost $311.72 Unrealized +56.3%
SBSI SOUTHSIDE BANCSHARES INC COM 0.0%
Value ($000) $8 Shares 289 Est. Cost $29.43 Unrealized -0.5%
BIPC BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A 0.0%
Value ($000) $8 Shares 183 Est. Cost $40.13 Unrealized +12.2%
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES 0.0%
Value ($000) $7 Shares 50 Est. Cost $122.39 Unrealized +25.7%
BLACKROCK INCOME TR INC COM NEW 0.0%
Value ($000) $7 Shares 642 Est. Cost $12.17 Unrealized
BUR BURFORD CAP LTD ORD SHS 0.0%
Value ($000) $7 Shares 600 Est. Cost $13.37 Unrealized -26.8%
AAPU DIREXION DAILY AAPL BULL 2X SHARES 0.0%
Value ($000) $7 Shares 217 Est. Cost $28.15 Unrealized
ATKR ATKORE INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $69.61 Unrealized -7.1%
BGS B & G FOODS INC NEW COM 0.0%
Value ($000) $6 Shares 1,250 Est. Cost $4.59 Unrealized -6.6%
SCL STEPAN CO COM 0.0%
Value ($000) $5 Shares 115 Est. Cost $83.43 Unrealized -45.1%
IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 0.0%
Value ($000) $5 Shares 249 Est. Cost $21.22 Unrealized
IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF 0.0%
Value ($000) $5 Shares 206 Est. Cost $25.71 Unrealized
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $5 Shares 36 Est. Cost $88.27 Unrealized +48.1%
IBTM ISHARES IBONDS DEC 2032 TERM TREASURY ETF 0.0%
Value ($000) $5 Shares 202 Est. Cost $23.48 Unrealized
ZG ZILLOW GROUP INC CL A 0.0%
Value ($000) $4 Shares 60 Est. Cost $60.78 Unrealized +15.7%
WABC WESTAMERICA BANCORPORATION COM 0.0%
Value ($000) $4 Shares 86 Est. Cost $44.86 Unrealized +5.6%
IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF 0.0%
Value ($000) $4 Shares 189 Est. Cost $22.50 Unrealized
HUBS HUBSPOT INC COM 0.0%
Value ($000) $4 Shares 9 Est. Cost $232.00 Unrealized +78.5%
EQIX EQUINIX INC COM 0.0%
Value ($000) $4 Shares 5 Est. Cost $786.51 Unrealized -0.7%
CDE COEUR MNG INC COM NEW 0.0%
Value ($000) $4 Shares 200 Est. Cost $12.24 Unrealized +42.1%
PII POLARIS INC COM 0.0%
Value ($000) $4 Shares 63 Est. Cost $78.77 Unrealized -16.4%
CRVL CORVEL CORP COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $99.18 Unrealized -27.0%
FSMB FIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF 0.0%
Value ($000) $3 Shares 140 Est. Cost $19.83 Unrealized
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.0%
Value ($000) $3 Shares 26 Est. Cost $99.31 Unrealized
UBOT DIREXION DAILY ROBOTICS, ARTIFICIAL INTELLIGENCE & AUTOMATION INDEX BULL 2X 0.0%
Value ($000) $3 Shares 100 Est. Cost $23.66 Unrealized
DECK DECKERS OUTDOOR CORP COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $161.52 Unrealized -42.0%
CDW CDW CORP COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $168.92 Unrealized -13.0%
QIAGEN NV COM SHS 0.0%
Value ($000) $2 Shares 49 Est. Cost $45.69 Unrealized
NWFL NORWOOD FINANCIAL CORP COM 0.0%
Value ($000) $2 Shares 86 Est. Cost $24.85 Unrealized +9.8%
VERONA PHARMA PLC SPONSORED ADS 0.0%
Value ($000) $2 Shares 20 Est. Cost $63.50 Unrealized
CASH PATHWARD FINANCIAL INC COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $76.09 Unrealized -5.8%
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value ($000) $2 Shares 54 Est. Cost $33.26 Unrealized +12.0%
TRNO TERRENO RLTY CORP COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $54.29 Unrealized
LNN LINDSAY CORP COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $120.76 Unrealized -0.8%
XRPI VOLATILITY SHARES TRUST XRP ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.36 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $2 Shares 28 Est. Cost $64.69 Unrealized
ABG ASBURY AUTOMOTIVE GROUP INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $239.38 Unrealized -1.2%
GL GLOBE LIFE INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $94.86 Unrealized +42.8%
LENZ LENZ THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $36.77 Unrealized -20.7%
TREX TREX CO INC COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $56.68 Unrealized -28.6%
DHI D R HORTON INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $156.63 Unrealized -2.9%
AES AES CORP COM 0.0%
Value ($000) $1 Shares 102 Est. Cost $13.95 Unrealized +0.6%
NJR NEW JERSEY RES CORP COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $45.60 Unrealized +0.5%
374WATER INC COM 0.0%
Value ($000) $1 Shares 3,800 Est. Cost $2.89 Unrealized
NAKA KINDLY MD INC COM 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $7.93 Unrealized -91.8%
FNF FIDELITY NATIONAL FINANCIAL IN COM SHS 0.0%
Value ($000) $1 Shares 16 Est. Cost $52.23 Unrealized +4.8%
TPL TEXAS PACIFIC LAND CORPORATION COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $234.37 Unrealized +30.1%
NC NACCO INDS INC CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $35.66 Unrealized +28.5%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $1 Shares 3 Est. Cost $255.94 Unrealized +11.5%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $1 Shares 27 Est. Cost $31.40 Unrealized -10.9%
STN STANTEC INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $107.83 Unrealized
GSSC TR ACTIVEBETA US SMALL CAP EQUITY ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $68.75 Unrealized
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 16 Est. Cost $49.18 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $175.26 Unrealized -1.7%
POET POET TECHNOLOGIES INC COM NEW 0.0%
Value ($000) $0 Shares 84 Est. Cost $5.65 Unrealized +12.2%
WLY WILEY JOHN & SONS INC CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $31.48 Unrealized +10.6%
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $83.70 Unrealized -9.9%
FSV FIRSTSERVICE CORP NEW COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $192.87 Unrealized -15.8%
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $0 Shares 2 Est. Cost $145.00 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.0%
Value ($000) $0 Shares 3 Est. Cost $91.34 Unrealized -1.9%
CZR CAESARS ENTERTAINMENT INC NEW COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $27.18 Unrealized -17.3%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $90.47 Unrealized -51.0%
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $0 Shares 27 Est. Cost $31.22 Unrealized -68.5%
TVARDI THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $6.11 Unrealized
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $151.84 Unrealized -12.7%
FIVN FIVE9 INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $26.02 Unrealized -18.4%
TILRAY BRANDS INC COM 0.0%
Value ($000) $0 Shares 56 Est. Cost $2.07 Unrealized
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $19.80 Unrealized
FIRST TR INTER DURATN PFD & IN COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $16.31 Unrealized
ONL ORION PROPERTIES INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $16.50 Unrealized
CLSDQ CLEARSIDE BIOMEDICAL INC COM NEW 0.0%
Value ($000) $0 Shares 6 Est. Cost $6.81 Unrealized -62.1%
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $4.00 Unrealized

Decreased Positions (452)

ZROZ PIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $0 (-100.0%) Shares 2 (-100.0%) Est. Cost $70.06 Unrealized
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 0.1%
Value ($000) $1,010 (-80.8%) Shares 8,583 (-80.7%) Est. Cost $103.78 Unrealized
HPK HIGHPEAK ENERGY INC COM 0.0%
Value ($000) $2 (-99.9%) Shares 478 (-99.9%) Est. Cost $15.75 Unrealized -62.0%
VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF 0.0%
Value ($000) $637 (-83.4%) Shares 6,266 (-83.3%) Est. Cost $100.50 Unrealized
BTAL AGF U.S. MARKET NEUTRAL ANTI-BETA FUND 0.0%
Value ($000) $535 (-85.0%) Shares 37,198 (-83.4%) Est. Cost $19.54 Unrealized
XME STATE STREET SPDR S&P METALS & MINING ETF 0.0%
Value ($000) $436 (-85.8%) Shares 4,204 (-87.3%) Est. Cost $90.76 Unrealized
WWJD INSPIRE INTERNATIONAL ETF 0.9%
Value ($000) $13,820 (-15.7%) Shares 378,850 (-18.5%) Est. Cost $34.26 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $849 (-70.3%) Shares 15,907 (-73.1%) Est. Cost $37.85 Unrealized +28.7%
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.1%
Value ($000) $2,117 (-47.7%) Shares 55,251 (-48.1%) Est. Cost $34.50 Unrealized
AAPL APPLE INC COM 2.1%
Value ($000) $33,941 (+5.0%) Shares 124,848 (-1.6%) Est. Cost $128.45 Unrealized +108.9%
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 0.3%
Value ($000) $4,902 (-24.8%) Shares 89,509 (-26.0%) Est. Cost $38.05 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $169 (-90.0%) Shares 6,179 (-90.0%) Est. Cost $41.05 Unrealized
XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $734 (-67.3%) Shares 6,144 (-34.3%) Est. Cost $183.90 Unrealized
JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF 0.1%
Value ($000) $1,390 (-50.1%) Shares 18,568 (-51.0%) Est. Cost $62.96 Unrealized
ALTO ALTO INGREDIENTS INC COM 0.1%
Value ($000) $2,297 (+112.6%) Shares 797,397 (-20.3%) Est. Cost $2.89 Unrealized -34.8%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $808 (-59.6%) Shares 3,270 (-55.4%) Est. Cost $244.19 Unrealized +3.1%
AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 0.0%
Value ($000) $701 (-61.7%) Shares 7,129 (-62.3%) Est. Cost $71.67 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $290 (-79.1%) Shares 9,039 (-79.6%) Est. Cost $29.47 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $127 (-89.2%) Shares 3,085 (-87.5%) Est. Cost $52.61 Unrealized -21.0%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $1,741 (-33.3%) Shares 18,124 (-33.8%) Est. Cost $85.43 Unrealized +13.7%
CAT CATERPILLAR INC COM 0.4%
Value ($000) $5,883 (+17.0%) Shares 10,270 (-2.6%) Est. Cost $190.38 Unrealized +191.8%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $1,397 (-34.3%) Shares 9,749 (-29.5%) Est. Cost $144.89 Unrealized +1.6%
XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $441 (-61.8%) Shares 5,673 (-61.5%) Est. Cost $76.80 Unrealized
KVUE KENVUE INC COM 0.0%
Value ($000) $54 (-92.2%) Shares 3,145 (-92.6%) Est. Cost $20.37 Unrealized -20.2%
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 0.1%
Value ($000) $853 (-42.3%) Shares 5,497 (-42.7%) Est. Cost $120.23 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $249 (-70.7%) Shares 2,186 (-70.7%) Est. Cost $92.56 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.2%
Value ($000) $2,830 (-16.2%) Shares 26,417 (-16.7%) Est. Cost $105.59 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.1%
Value ($000) $1,942 (-21.0%) Shares 9,777 (-22.6%) Est. Cost $141.52 Unrealized
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $1,420 (+50.1%) Shares 22,050 (-1.3%) Est. Cost $26.63 Unrealized
FTGS FIRST TRUST GROWTH STRENGTH ETF 0.0%
Value ($000) $349 (-57.0%) Shares 9,874 (-56.3%) Est. Cost $30.58 Unrealized
VG VENTURE GLOBAL INC COM CL A 0.0%
Value ($000) $2 (-99.5%) Shares 365 (-98.9%) Est. Cost $12.73 Unrealized -34.7%
IWL ISHARES RUSSELL TOP 200 ETF 0.2%
Value ($000) $3,550 (-11.0%) Shares 20,807 (-13.4%) Est. Cost $95.31 Unrealized
XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 0.2%
Value ($000) $2,920 (-11.4%) Shares 72,362 (-7.5%) Est. Cost $38.51 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 1.7%
Value ($000) $27,061 (+1.3%) Shares 620,107 (-2.4%) Est. Cost $34.45 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.4%
Value ($000) $5,935 (-5.0%) Shares 29,724 (-6.8%) Est. Cost $107.03 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $791 (+64.1%) Shares 2,773 (-3.8%) Est. Cost $94.62 Unrealized +142.4%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $1,516 (-16.3%) Shares 7,912 (-17.1%) Est. Cost $164.81 Unrealized
C CITIGROUP INC COM NEW 0.2%
Value ($000) $3,445 (+8.7%) Shares 29,523 (-5.5%) Est. Cost $51.27 Unrealized +102.1%
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.2%
Value ($000) $3,344 (-7.6%) Shares 48,132 (-10.5%) Est. Cost $57.73 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.2%
Value ($000) $3,697 (+7.5%) Shares 10,267 (-2.5%) Est. Cost $263.95 Unrealized
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value ($000) $317 (-44.2%) Shares 10,816 (-8.7%) Est. Cost $37.59 Unrealized +9.5%
RSPM INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF 0.0%
Value ($000) $295 (-46.0%) Shares 8,653 (-48.1%) Est. Cost $39.72 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.1%
Value ($000) $1,644 (-13.2%) Shares 35,323 (-12.8%) Est. Cost $48.99 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.1%
Value ($000) $812 (-23.3%) Shares 7,606 (-23.2%) Est. Cost $105.03 Unrealized
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 0.1%
Value ($000) $825 (-22.1%) Shares 17,197 (-22.3%) Est. Cost $38.93 Unrealized
SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF 0.0%
Value ($000) $65 (-78.2%) Shares 2,600 (-78.2%) Est. Cost $36.84 Unrealized
FDG AMERICAN CENTURY FOCUSED DYNAMIC GROWTH ETF 0.4%
Value ($000) $6,642 (+3.5%) Shares 52,366 (-1.7%) Est. Cost $58.94 Unrealized
SILA SILA REALTY TRUST INC COMMON STOCK 0.1%
Value ($000) $978 (-18.4%) Shares 41,949 (-12.2%) Est. Cost $25.20 Unrealized
SYY SYSCO CORP COM 0.1%
Value ($000) $849 (-19.8%) Shares 11,524 (-10.4%) Est. Cost $63.81 Unrealized +18.3%
JANU ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JAN ETF 0.1%
Value ($000) $1,086 (-16.0%) Shares 38,603 (-17.5%) Est. Cost $26.37 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.1%
Value ($000) $1,696 (+13.6%) Shares 8,345 (-2.2%) Est. Cost $153.94 Unrealized +20.5%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.4%
Value ($000) $6,336 (-3.0%) Shares 135,347 (-3.0%) Est. Cost $35.55 Unrealized
RY ROYAL BK CDA COM 0.1%
Value ($000) $1,781 (+12.2%) Shares 10,448 (-3.1%) Est. Cost $88.69 Unrealized +73.2%
FRANKLIN LTD DURATION INCOME T COM 0.0%
Value ($000) $691 (-21.4%) Shares 112,391 (-18.6%) Est. Cost $6.58 Unrealized
GRC GORMAN RUPP CO COM 0.0%
Value ($000) $254 (-42.2%) Shares 5,329 (-43.8%) Est. Cost $30.27 Unrealized +53.9%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.1%
Value ($000) $1,333 (-12.2%) Shares 14,410 (-11.1%) Est. Cost $72.07 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $415 (-30.4%) Shares 4,555 (-17.7%) Est. Cost $89.73 Unrealized +8.9%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $121 (-59.2%) Shares 985 (-54.0%) Est. Cost $103.90 Unrealized +23.8%
ABM ABM INDS INC COM 0.0%
Value ($000) $51 (-76.7%) Shares 1,216 (-74.6%) Est. Cost $37.38 Unrealized +16.8%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $140 (-54.6%) Shares 860 (-56.1%) Est. Cost $85.66 Unrealized +88.2%
BKH BLACK HILLS CORP COM 0.0%
Value ($000) $197 (-46.0%) Shares 2,832 (-52.1%) Est. Cost $53.36 Unrealized +24.6%
QCJL FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JULY 0.0%
Value ($000) $251 (-40.0%) Shares 10,564 (-41.2%) Est. Cost $23.28 Unrealized
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $174 (-48.7%) Shares 2,173 (-40.9%) Est. Cost $52.32 Unrealized +57.5%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $193 (-43.9%) Shares 1,136 (-44.3%) Est. Cost $76.97 Unrealized +118.1%
LQD ISHARES IBOXX CORPORATE BOND ETF 0.1%
Value ($000) $832 (-14.9%) Shares 7,547 (-13.9%) Est. Cost $111.35 Unrealized
NWN NORTHWEST NAT HLDG CO COM 0.0%
Value ($000) $66 (-68.3%) Shares 1,422 (-69.6%) Est. Cost $50.83 Unrealized -8.2%
PSIX POWER SOLUTIONS INTL INC COM NEW 0.0%
Value ($000) $142 (-50.1%) Shares 2,485 (-14.2%) Est. Cost $53.19 Unrealized +34.2%
BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.1%
Value ($000) $1,019 (-12.2%) Shares 11,152 (-11.8%) Est. Cost $91.60 Unrealized
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.0%
Value ($000) $5 (-96.7%) Shares 50 (-96.3%) Est. Cost $107.21 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $741 (-15.8%) Shares 6,162 (-16.7%) Est. Cost $99.28 Unrealized
FXU FIRST TRUST UTILITIES ALPHADEX FUND 0.0%
Value ($000) $63 (-68.5%) Shares 1,397 (-68.2%) Est. Cost $41.87 Unrealized
LGLV STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $495 (-21.4%) Shares 2,819 (-20.3%) Est. Cost $97.17 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $23 (-85.6%) Shares 252 (-84.2%) Est. Cost $105.73 Unrealized -10.5%
GWW WW GRAINGER INC COM 0.0%
Value ($000) $110 (-54.7%) Shares 109 (-57.1%) Est. Cost $518.13 Unrealized +87.0%
PLD PROLOGIS INC. COM 0.1%
Value ($000) $1,459 (+9.8%) Shares 11,427 (-1.5%) Est. Cost $104.42 Unrealized +18.6%
FRTY ALGER MID CAP 40 ETF 0.1%
Value ($000) $1,501 (-7.9%) Shares 71,275 (-2.1%) Est. Cost $12.20 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $180 (-39.5%) Shares 4,070 (-40.8%) Est. Cost $38.57 Unrealized
MZTI MARZETTI COMPANY COM 0.0%
Value ($000) $52 (-69.0%) Shares 317 (-67.4%) Est. Cost $162.15 Unrealized +2.9%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $575 (-16.7%) Shares 3,588 (-15.7%) Est. Cost $96.33 Unrealized +59.4%
SON SONOCO PRODS CO COM 0.0%
Value ($000) $3 (-97.1%) Shares 80 (-97.1%) Est. Cost $52.06 Unrealized -20.9%
JAAA JANUS HENDERSON AAA CLO ETF 0.1%
Value ($000) $1,363 (-7.6%) Shares 26,951 (-7.2%) Est. Cost $50.72 Unrealized
TNC TENNANT CO COM 0.0%
Value ($000) $197 (-35.1%) Shares 2,667 (-28.6%) Est. Cost $89.49 Unrealized -14.8%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $82 (-56.4%) Shares 331 (-53.8%) Est. Cost $178.94 Unrealized +38.4%
UCON FIRST TRUST SMITH UNCONSTRAINED BOND ETF 0.0%
Value ($000) $464 (-18.1%) Shares 18,418 (-18.1%) Est. Cost $24.75 Unrealized
BRC BRADY CORP CL A 0.0%
Value ($000) $9 (-91.9%) Shares 114 (-91.9%) Est. Cost $61.24 Unrealized +26.0%
V VISA INC COM CL A 0.0%
Value ($000) $754 (-11.7%) Shares 2,149 (-14.0%) Est. Cost $246.15 Unrealized +38.3%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $234 (-29.9%) Shares 4,125 (-34.3%) Est. Cost $43.02 Unrealized
HTO H2O AMERICA COM 0.0%
Value ($000) $0 (-99.6%) Shares 9 (-99.6%) Est. Cost $62.65 Unrealized -23.5%
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $164 (-37.6%) Shares 648 (-39.0%) Est. Cost $161.96 Unrealized
CTBI COMMUNITY TR BANCORP INC COM 0.0%
Value ($000) $7 (-93.6%) Shares 119 (-93.7%) Est. Cost $39.65 Unrealized +38.4%
MSA MSA SAFETY INC COM 0.0%
Value ($000) $17 (-85.3%) Shares 104 (-84.2%) Est. Cost $165.17 Unrealized -1.4%
FNV FRANCO NEV CORP COM 0.0%
Value ($000) $390 (-19.8%) Shares 1,882 (-13.7%) Est. Cost $136.78 Unrealized +48.3%
FTS FORTIS INC COM 0.0%
Value ($000) $157 (-37.8%) Shares 3,031 (-39.3%) Est. Cost $40.22 Unrealized +26.4%
ALAB ASTERA LABS INC COM 0.0%
Value ($000) $96 (-49.9%) Shares 575 (-41.0%) Est. Cost $164.44 Unrealized +1.7%
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.0%
Value ($000) $382 (-19.9%) Shares 3,738 (-19.3%) Est. Cost $74.88 Unrealized
NDSN NORDSON CORP COM 0.0%
Value ($000) $113 (-45.7%) Shares 468 (-48.8%) Est. Cost $187.10 Unrealized +25.2%
NBIS NEBIUS GROUP N.V. SHS CLASS A 0.0%
Value ($000) $146 (-37.9%) Shares 1,750 (-16.7%) Est. Cost $26.22 Unrealized +295.2%
FTNT FORTINET INC COM 0.0%
Value ($000) $50 (-64.1%) Shares 629 (-61.9%) Est. Cost $66.44 Unrealized +24.8%
HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 0.0%
Value ($000) $0 (-99.4%) Shares 10 (-99.4%) Est. Cost $48.01 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $180 (-32.0%) Shares 926 (-17.8%) Est. Cost $167.13 Unrealized +25.6%
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.0%
Value ($000) $177 (-32.1%) Shares 3,601 (-31.2%) Est. Cost $42.44 Unrealized
CWT CALIFORNIA WTR SVC GROUP COM 0.0%
Value ($000) $26 (-75.5%) Shares 603 (-74.1%) Est. Cost $46.60 Unrealized -3.2%
PPA INVESCO AEROSPACE & DEFENSE ETF 0.3%
Value ($000) $4,712 (-1.7%) Shares 30,084 (-2.4%) Est. Cost $90.27 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $310 (-20.6%) Shares 903 (-23.0%) Est. Cost $275.14 Unrealized
FUL FULLER H B CO COM 0.0%
Value ($000) $31 (-72.3%) Shares 516 (-72.3%) Est. Cost $54.43 Unrealized +7.5%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.1%
Value ($000) $1,420 (-5.3%) Shares 19,877 (-2.6%) Est. Cost $70.29 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $26 (-75.0%) Shares 672 (-74.0%) Est. Cost $37.62 Unrealized +4.6%
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.0%
Value ($000) $133 (-36.5%) Shares 2,668 (-36.7%) Est. Cost $49.27 Unrealized
LDSF FIRST TRUST LOW DURATION STRATEGIC FOCUS ETF 0.0%
Value ($000) $42 (-64.7%) Shares 2,168 (-64.7%) Est. Cost $18.70 Unrealized
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value ($000) $46 (-61.6%) Shares 1,011 (-61.7%) Est. Cost $45.22 Unrealized
GRRR GORILLA TECHNOLOGY GROUP INC SHS NEW 0.0%
Value ($000) $41 (-64.0%) Shares 3,800 (-39.2%) Est. Cost $13.16 Unrealized +13.2%
FIXD FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF 0.1%
Value ($000) $1,272 (-5.4%) Shares 28,694 (-5.2%) Est. Cost $45.56 Unrealized
PNR PENTAIR PLC SHS 0.0%
Value ($000) $242 (-22.8%) Shares 2,320 (-17.9%) Est. Cost $79.22 Unrealized +34.7%
NMAX NEWSMAX INC COM SHS CLASS B 0.0%
Value ($000) $6 (-92.3%) Shares 772 (-87.6%) Est. Cost $15.07 Unrealized -36.3%
SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $77 (-47.1%) Shares 2,284 (-47.0%) Est. Cost $34.70 Unrealized
TMP TOMPKINS FINL CORP COM 0.0%
Value ($000) $6 (-91.6%) Shares 87 (-92.3%) Est. Cost $43.08 Unrealized +57.3%
FIX COMFORT SYS USA INC COM 0.0%
Value ($000) $503 (-11.9%) Shares 539 (-22.1%) Est. Cost $434.84 Unrealized +112.3%
CTAS CINTAS CORP COM 0.0%
Value ($000) $123 (-35.0%) Shares 654 (-29.0%) Est. Cost $176.68 Unrealized +6.5%
DNP SELECT INCOME FD INC COM 0.0%
Value ($000) $20 (-76.2%) Shares 2,000 (-76.2%) Est. Cost $11.05 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $468 (-11.8%) Shares 4,868 (-11.6%) Est. Cost $96.56 Unrealized
DECW ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF 0.0%
Value ($000) $118 (-34.5%) Shares 3,467 (-36.4%) Est. Cost $27.32 Unrealized
ESLT ELBIT SYS LTD ORD 0.0%
Value ($000) $14 (-81.0%) Shares 25 (-83.2%) Est. Cost $467.26 Unrealized +7.1%
UNP UNION PAC CORP COM 0.0%
Value ($000) $606 (-9.2%) Shares 2,619 (-7.2%) Est. Cost $199.50 Unrealized +13.9%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.4%
Value ($000) $6,814 (+0.9%) Shares 208,899 (-1.3%) Est. Cost $41.64 Unrealized
IEMG ISHARES CORE MSCI EMERGING MKTS 0.1%
Value ($000) $1,245 (-4.6%) Shares 18,517 (-6.5%) Est. Cost $56.32 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $96 (-38.8%) Shares 1,080 (-36.7%) Est. Cost $88.59 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.3%
Value ($000) $5,485 (+1.1%) Shares 61,318 (-1.3%) Est. Cost $64.89 Unrealized
AWR AMER STATES WTR CO COM 0.0%
Value ($000) $45 (-57.0%) Shares 618 (-56.4%) Est. Cost $75.03 Unrealized -2.2%
MGV VANGUARD MEGA CAP VALUE ETF 0.3%
Value ($000) $5,006 (+1.2%) Shares 35,466 (-1.3%) Est. Cost $107.95 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.1%
Value ($000) $1,383 (-3.9%) Shares 21,984 (-5.5%) Est. Cost $35.05 Unrealized
SCMB SCHWAB MUNICIPAL BOND ETF 0.1%
Value ($000) $1,515 (-3.6%) Shares 58,797 (-4.1%) Est. Cost $29.68 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.0%
Value ($000) $234 (-18.9%) Shares 3,909 (-18.9%) Est. Cost $59.50 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $421 (-11.2%) Shares 479 (-23.5%) Est. Cost $259.10 Unrealized +215.6%
COM DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF 0.0%
Value ($000) $17 (-75.7%) Shares 569 (-76.4%) Est. Cost $29.50 Unrealized
MGEE MGE ENERGY INC COM 0.0%
Value ($000) $56 (-48.2%) Shares 715 (-44.4%) Est. Cost $70.23 Unrealized +16.6%
DOV DOVER CORP COM 0.0%
Value ($000) $190 (-21.4%) Shares 975 (-32.9%) Est. Cost $114.85 Unrealized +58.3%
DOW DOW INC COM 0.0%
Value ($000) $19 (-73.1%) Shares 801 (-73.6%) Est. Cost $39.79 Unrealized -42.8%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $783 (-6.0%) Shares 2,666 (-2.2%) Est. Cost $176.93 Unrealized +63.0%
SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $160 (-23.8%) Shares 1,698 (-23.7%) Est. Cost $86.56 Unrealized
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value ($000) $81 (-37.6%) Shares 806 (-37.2%) Est. Cost $92.44 Unrealized +5.3%
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $240 (+25.1%) Shares 1,404 (-2.2%) Est. Cost $74.98 Unrealized +107.2%
HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value ($000) $42 (-53.5%) Shares 1,669 (-53.5%) Est. Cost $31.38 Unrealized
EVTR EATON VANCE TOTAL RETURN BOND ETF 0.1%
Value ($000) $831 (-5.4%) Shares 16,132 (-5.5%) Est. Cost $50.88 Unrealized
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $860 (-5.2%) Shares 8,660 (-4.0%) Est. Cost $82.02 Unrealized +20.5%
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value ($000) $398 (-10.5%) Shares 8,961 (-11.6%) Est. Cost $29.85 Unrealized
JFLX JPMORGAN FLEXIBLE DEBT ETF 0.0%
Value ($000) $81 (-35.1%) Shares 1,614 (-35.1%) Est. Cost $50.22 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $201 (-16.3%) Shares 1,681 (-16.2%) Est. Cost $116.29 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $155 (-19.7%) Shares 557 (-6.7%) Est. Cost $165.32 Unrealized +70.3%
RLY STATE STREET MULTI-ASSET REAL RETURN ETF 0.0%
Value ($000) $408 (-8.5%) Shares 12,985 (-10.1%) Est. Cost $28.52 Unrealized
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $73 (-33.7%) Shares 1,047 (-27.6%) Est. Cost $57.91 Unrealized +25.6%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.2%
Value ($000) $2,747 (-1.3%) Shares 114,285 (-4.4%) Est. Cost $34.19 Unrealized
BSV VANGUARD SHORT TERM BOND 0.0%
Value ($000) $435 (-7.2%) Shares 5,523 (-7.1%) Est. Cost $78.70 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $261 (-11.4%) Shares 804 (-5.3%) Est. Cost $288.52 Unrealized +15.8%
JNK SPDR HIGH YIELD BOND ETF 0.0%
Value ($000) $237 (-12.2%) Shares 2,438 (-11.5%) Est. Cost $97.42 Unrealized
YMAR FT VEST INTERNATIONAL EQUITY MODERATE BUFFER 0.0%
Value ($000) $54 (-38.0%) Shares 1,985 (-39.8%) Est. Cost $24.58 Unrealized
IRT INDEPENDENCE RLTY TR INC COM 0.0%
Value ($000) $18 (-63.4%) Shares 1,053 (-65.7%) Est. Cost $18.67 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $821 (-3.7%) Shares 8,015 (-1.2%) Est. Cost $122.50 Unrealized -18.3%
ASEA GLOBAL X FTSE SOUTHEAST ASIA ETF 0.0%
Value ($000) $15 (-67.7%) Shares 824 (-69.9%) Est. Cost $15.70 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $30 (-51.2%) Shares 750 (-5.3%) Est. Cost $28.88 Unrealized +29.4%
QJUN FT VEST NASDAQ-100 BUFFER ETF - JUNE 0.0%
Value ($000) $335 (-8.6%) Shares 10,510 (-10.7%) Est. Cost $31.11 Unrealized
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $0 (-98.7%) Shares 5 (-97.8%) Est. Cost $77.36 Unrealized +37.3%
KNSL KINSALE CAP GROUP INC COM 0.0%
Value ($000) $31 (-50.2%) Shares 79 (-45.9%) Est. Cost $453.15 Unrealized -10.0%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $338 (-8.0%) Shares 14,701 (-7.7%) Est. Cost $24.16 Unrealized
JSMD JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF 0.0%
Value ($000) $159 (-15.5%) Shares 1,943 (-13.4%) Est. Cost $63.78 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $26 (-52.1%) Shares 519 (-45.4%) Est. Cost $52.95 Unrealized +1.4%
MARM FT VEST U.S. EQUITY MAX BUFFER ETF - MARCH 0.0%
Value ($000) $10 (-72.8%) Shares 316 (-73.2%) Est. Cost $30.23 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY A COM 0.0%
Value ($000) $218 (-11.3%) Shares 622 (-18.3%) Est. Cost $327.99 Unrealized +2.7%
CAPE DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF 0.0%
Value ($000) $502 (-5.2%) Shares 15,580 (-4.2%) Est. Cost $31.67 Unrealized
SII SPROTT INC COM NEW 0.0%
Value ($000) $12 (-68.8%) Shares 126 (-73.5%) Est. Cost $31.09 Unrealized +185.3%
LIN LINDE PLC SHS 0.0%
Value ($000) $122 (-17.7%) Shares 287 (-8.3%) Est. Cost $355.41 Unrealized +20.2%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $146 (-15.1%) Shares 569 (-3.1%) Est. Cost $205.20 Unrealized +29.1%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $88 (-22.5%) Shares 1,527 (-11.2%) Est. Cost $34.14 Unrealized +73.9%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $497 (+5.4%) Shares 1,406 (-1.9%) Est. Cost $179.40 Unrealized +102.5%
FLUT FLUTTER ENTMT PLC SHS 0.0%
Value ($000) $0 (-99.2%) Shares 1 (-99.0%) Est. Cost $207.59 Unrealized +8.3%
LEN LENNAR CORP CL A 0.0%
Value ($000) $1 (-98.0%) Shares 5 (-97.5%) Est. Cost $123.58 Unrealized -2.3%
FMC FMC CORP COM NEW 0.0%
Value ($000) $1 (-97.2%) Shares 51 (-93.1%) Est. Cost $46.25 Unrealized -59.0%
CSL CARLISLE COS INC COM 0.0%
Value ($000) $229 (-9.1%) Shares 717 (-6.5%) Est. Cost $355.43 Unrealized -9.2%
JANW ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF 0.0%
Value ($000) $151 (-13.1%) Shares 4,067 (-15.1%) Est. Cost $33.02 Unrealized
MSEX MIDDLESEX WTR CO COM 0.0%
Value ($000) $2 (-91.3%) Shares 42 (-90.6%) Est. Cost $62.62 Unrealized -14.1%
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.0%
Value ($000) $14 (-59.9%) Shares 614 (-59.6%) Est. Cost $23.42 Unrealized
SIXJ ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 JAN/JUL ETF 0.0%
Value ($000) $167 (-11.2%) Shares 4,881 (-13.7%) Est. Cost $29.34 Unrealized
FFOG FRANKLIN FOCUSED GROWTH ETF FOCUSED GROWTH ETF 0.0%
Value ($000) $390 (-5.1%) Shares 8,338 (-3.5%) Est. Cost $37.39 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $131 (-13.4%) Shares 1,524 (-4.3%) Est. Cost $148.30 Unrealized
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $8 (-71.3%) Shares 4 (-66.7%) Est. Cost $2335.36 Unrealized -10.1%
QQA INVESCO QQQ INCOME ADVANTAGE ETF 0.0%
Value ($000) $32 (-37.7%) Shares 603 (-38.2%) Est. Cost $52.62 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $27 (-41.8%) Shares 98 (-47.3%) Est. Cost $188.81 Unrealized +32.7%
USAI PACER AMERICAN ENERGY INDEPENDENCE ETF 0.0%
Value ($000) $2 (-91.7%) Shares 45 (-91.3%) Est. Cost $40.99 Unrealized
BOX BOX INC CL A 0.0%
Value ($000) $26 (-41.0%) Shares 877 (-36.3%) Est. Cost $32.38 Unrealized -3.1%
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $979 (+1.9%) Shares 17,793 (-4.4%) Est. Cost $33.35 Unrealized +57.9%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $37 (-32.6%) Shares 384 (-32.5%) Est. Cost $83.93 Unrealized
XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $159 (-10.0%) Shares 660 (-12.4%) Est. Cost $152.53 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $279 (-5.7%) Shares 1,710 (-21.7%) Est. Cost $113.15 Unrealized +32.4%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $148 (-10.1%) Shares 421 (-5.4%) Est. Cost $299.70 Unrealized +21.3%
CRPT FIRST TRUST SKYBRIDGE CRYPTO INDUSTRY & DIGITAL ECONOMY ETF 0.0%
Value ($000) $11 (-59.6%) Shares 750 (-40.0%) Est. Cost $16.96 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $138 (-10.5%) Shares 560 (-11.9%) Est. Cost $209.57 Unrealized
IJUN INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF- JUNE 0.0%
Value ($000) $29 (-35.7%) Shares 1,000 (-37.5%) Est. Cost $26.13 Unrealized
TR TOOTSIE ROLL INDS INC COM 0.0%
Value ($000) $47 (-25.4%) Shares 1,292 (-14.6%) Est. Cost $31.39 Unrealized +24.3%
SPY SPDR S&P 500 ETF TRUST 0.4%
Value ($000) $6,803 (+0.2%) Shares 9,976 (-2.1%) Est. Cost $409.70 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $152 (-9.5%) Shares 406 (-11.4%) Est. Cost $188.80 Unrealized
CLIP GLOBAL X 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $10 (-61.7%) Shares 98 (-61.6%) Est. Cost $100.47 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $52 (-23.0%) Shares 1,091 (-18.8%) Est. Cost $31.00 Unrealized +52.0%
AGZD WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND 0.0%
Value ($000) $584 (-2.6%) Shares 25,971 (-2.5%) Est. Cost $26.78 Unrealized
JSML JANUS HENDERSON SMALL CAP GROWTH ALPHA ETF 0.0%
Value ($000) $33 (-31.9%) Shares 450 (-30.8%) Est. Cost $65.16 Unrealized
NJUN INNOVATOR GROWTH-100 POWER BUFFER ETF - JUNE 0.0%
Value ($000) $143 (-9.6%) Shares 4,540 (-11.7%) Est. Cost $27.82 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $128 (-10.4%) Shares 2,047 (-3.3%) Est. Cost $30.29 Unrealized +115.3%
CPRT COPART INC COM 0.0%
Value ($000) $25 (-37.5%) Shares 627 (-28.2%) Est. Cost $43.12 Unrealized -3.8%
UHT UNIVERSAL HEALTH RLTY INCOME T SH BEN INT 0.0%
Value ($000) $3 (-84.4%) Shares 69 (-84.5%) Est. Cost $39.26 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $5 (-75.8%) Shares 72 (-73.5%) Est. Cost $80.14 Unrealized -19.0%
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $69 (-17.1%) Shares 8,004 (-21.6%) Est. Cost $8.12 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $121 (-10.5%) Shares 4,057 (-5.9%) Est. Cost $40.75 Unrealized -30.0%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $52 (-21.3%) Shares 250 (-18.8%) Est. Cost $138.19 Unrealized +47.7%
PODD INSULET CORP COM 0.0%
Value ($000) $132 (-9.5%) Shares 464 (-1.7%) Est. Cost $188.64 Unrealized +65.7%
LAC LITHIUM AMERS CORP NEW COM SHS 0.0%
Value ($000) $26 (-34.6%) Shares 6,000 (-14.3%) Est. Cost $4.14 Unrealized +39.3%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $319 (-4.1%) Shares 1,454 (-3.6%) Est. Cost $166.50 Unrealized +27.7%
RGTI RIGETTI COMPUTING INC COMMON STOCK 0.0%
Value ($000) $34 (-28.7%) Shares 1,529 (-4.1%) Est. Cost $11.87 Unrealized +174.6%
BNDC FLEXSHARES CORE SELECT BOND FUND CORE SELECT BOND FUND 0.0%
Value ($000) $13 (-50.8%) Shares 580 (-50.5%) Est. Cost $22.47 Unrealized
DAUG FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST 0.0%
Value ($000) $129 (-9.3%) Shares 2,909 (-10.7%) Est. Cost $39.13 Unrealized
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.0%
Value ($000) $18 (-42.6%) Shares 307 (-42.8%) Est. Cost $34.53 Unrealized
BBDC BARINGS BDC INC COM 0.0%
Value ($000) $103 (-11.2%) Shares 11,216 (-15.3%) Est. Cost $8.15 Unrealized +6.6%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $48 (-21.5%) Shares 791 (-17.3%) Est. Cost $43.85 Unrealized +37.0%
DMXF ISHARES ESG ADVANCED MSCI EAFE ETF 0.0%
Value ($000) $4 (-77.0%) Shares 51 (-76.8%) Est. Cost $64.62 Unrealized
BUG GLOBAL X CYBERSECURITY ETF 0.0%
Value ($000) $41 (-23.5%) Shares 1,339 (-11.6%) Est. Cost $24.62 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $97 (-11.4%) Shares 1,683 (-8.0%) Est. Cost $66.92 Unrealized -11.1%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $105 (+13.3%) Shares 2,068 (-12.5%) Est. Cost $39.35 Unrealized +10.1%
HYD VANECK HIGH YIELD MUNI ETF 0.0%
Value ($000) $4 (-75.9%) Shares 75 (-76.0%) Est. Cost $52.67 Unrealized
OAIM ONEASCENT INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $134 (-8.2%) Shares 3,248 (-10.8%) Est. Cost $32.14 Unrealized
PHYL PGIM ACTIVE HIGH YIELD BOND ETF 0.0%
Value ($000) $55 (-17.9%) Shares 1,537 (-17.3%) Est. Cost $34.74 Unrealized
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $2 (-85.2%) Shares 51 (-82.5%) Est. Cost $50.10 Unrealized
RPM RPM INTL INC COM 0.0%
Value ($000) $18 (-39.8%) Shares 170 (-31.7%) Est. Cost $121.33 Unrealized -10.8%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $73 (-13.7%) Shares 492 (-15.6%) Est. Cost $89.60 Unrealized
OSCV OPUS SMALL CAP VALUE ETF 0.0%
Value ($000) $12 (-48.5%) Shares 329 (-46.9%) Est. Cost $35.15 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $7 (-61.1%) Shares 62 (-63.5%) Est. Cost $63.22 Unrealized +74.8%
FJAN FT VEST US EQUITY BUFFER ETF - JANUARY 0.0%
Value ($000) $583 (+2.0%) Shares 11,275 (-1.2%) Est. Cost $42.41 Unrealized
EUSB ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF 0.0%
Value ($000) $12 (-49.0%) Shares 268 (-49.0%) Est. Cost $49.26 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $222 (-4.7%) Shares 476 (-6.5%) Est. Cost $325.02 Unrealized +43.9%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $5 (-69.5%) Shares 8 (-72.4%) Est. Cost $368.31 Unrealized +49.2%
AGG ISHARES AGGREGATE BOND ETF 0.0%
Value ($000) $230 (-4.5%) Shares 2,306 (-4.2%) Est. Cost $100.04 Unrealized
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $294 (-3.6%) Shares 3,285 (-4.1%) Est. Cost $69.17 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $2 (-87.0%) Shares 24 (-75.0%) Est. Cost $218.93 Unrealized -61.7%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $217 (-4.7%) Shares 561 (-6.7%) Est. Cost $351.00 Unrealized
ARLU ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED APR ETF 0.0%
Value ($000) $111 (-8.8%) Shares 3,650 (-10.4%) Est. Cost $26.90 Unrealized
OKTA OKTA INC CL A 0.0%
Value ($000) $26 (-29.6%) Shares 295 (-25.3%) Est. Cost $104.55 Unrealized -16.5%
ECL ECOLAB INC COM 0.0%
Value ($000) $13 (-44.4%) Shares 51 (-42.0%) Est. Cost $218.40 Unrealized +21.7%
PFFV GLOBAL X VARIABLE RATE PREFERRED ETF 0.0%
Value ($000) $9 (-55.0%) Shares 393 (-53.2%) Est. Cost $24.32 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $2,430 (-0.4%) Shares 3,548 (-2.7%) Est. Cost $390.75 Unrealized
INDS PACER INDUSTRIAL REAL ESTATE ETF 0.0%
Value ($000) $39 (-21.4%) Shares 1,050 (-20.3%) Est. Cost $45.65 Unrealized
LKQ LKQ CORP COM 0.0%
Value ($000) $41 (-20.1%) Shares 1,372 (-19.2%) Est. Cost $46.45 Unrealized -35.5%
IONQ IONQ INC COM 0.0%
Value ($000) $21 (-32.7%) Shares 473 (-7.8%) Est. Cost $32.98 Unrealized +69.9%
YDEC FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - DECEMBER 0.0%
Value ($000) $49 (-17.3%) Shares 1,861 (-18.9%) Est. Cost $24.63 Unrealized
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $3 (-78.2%) Shares 5 (-80.0%) Est. Cost $336.38 Unrealized +68.8%
BLACKROCK CORE BD TR SHS BEN INT 0.0%
Value ($000) $36 (-21.4%) Shares 3,751 (-18.5%) Est. Cost $10.82 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $215 (+4.7%) Shares 2,393 (-1.5%) Est. Cost $66.71 Unrealized
ADSK AUTODESK INC COM 0.0%
Value ($000) $1 (-91.5%) Shares 3 (-90.9%) Est. Cost $302.82 Unrealized -0.1%
HERO GLOBAL X VIDEO GAMES & ESPORTS ETF 0.0%
Value ($000) $50 (-16.0%) Shares 1,691 (-4.4%) Est. Cost $24.25 Unrealized
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.0%
Value ($000) $38 (-19.8%) Shares 319 (-19.0%) Est. Cost $95.57 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $119 (-7.1%) Shares 4,321 (-4.4%) Est. Cost $23.11 Unrealized +16.4%
ABFL ABACUS FCF LEADERS ETF 0.0%
Value ($000) $45 (-16.7%) Shares 637 (-16.0%) Est. Cost $39.65 Unrealized
TSLL DIREXION DAILY TSLA BULL 2X SHARES 0.0%
Value ($000) $4 (-69.3%) Shares 206 (-66.1%) Est. Cost $10.59 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $110 (-7.4%) Shares 779 (-8.4%) Est. Cost $109.04 Unrealized
LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF 0.0%
Value ($000) $290 (+3.1%) Shares 7,888 (-2.7%) Est. Cost $30.21 Unrealized
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $69 (-11.1%) Shares 831 (-13.6%) Est. Cost $64.62 Unrealized
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $147 (-5.5%) Shares 3,145 (-7.0%) Est. Cost $41.43 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $29 (-23.1%) Shares 253 (-29.1%) Est. Cost $92.72 Unrealized +14.9%
VOOV VANGUARD S&P 500 VALUE ETF 0.0%
Value ($000) $613 (+1.4%) Shares 2,991 (-1.3%) Est. Cost $163.19 Unrealized
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $71 (-10.7%) Shares 152 (-6.2%) Est. Cost $505.96 Unrealized -12.2%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $19 (-31.5%) Shares 158 (-22.9%) Est. Cost $72.36 Unrealized +69.2%
TDTT FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND 0.0%
Value ($000) $7 (-52.5%) Shares 306 (-52.0%) Est. Cost $24.32 Unrealized
QCAP FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - APRIL 0.0%
Value ($000) $8 (-48.6%) Shares 352 (-49.5%) Est. Cost $22.24 Unrealized
SYLD CAMBRIA SHAREHOLDER YIELD ETF 0.0%
Value ($000) $3 (-71.5%) Shares 45 (-71.9%) Est. Cost $67.58 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $37 (-17.1%) Shares 231 (-13.8%) Est. Cost $120.44 Unrealized +29.7%
SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 0.0%
Value ($000) $2 (-77.9%) Shares 75 (-77.9%) Est. Cost $29.64 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $3 (-70.6%) Shares 25 (-65.8%) Est. Cost $166.31 Unrealized -21.7%
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $1 (-90.5%) Shares 10 (-88.8%) Est. Cost $110.41 Unrealized -24.5%
LCTD ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF 0.0%
Value ($000) $4 (-67.3%) Shares 66 (-68.1%) Est. Cost $43.70 Unrealized
CPER UNITED STATES COPPER INDEX FUND 0.0%
Value ($000) $92 (+8.7%) Shares 2,630 (-6.7%) Est. Cost $26.76 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $312 (-2.3%) Shares 3,330 (-1.3%) Est. Cost $77.31 Unrealized +16.4%
MAS MASCO CORP COM 0.0%
Value ($000) $2 (-79.0%) Shares 30 (-76.7%) Est. Cost $73.59 Unrealized -12.0%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $3 (-68.6%) Shares 74 (-69.2%) Est. Cost $37.26 Unrealized
KSS KOHLS CORP COM 0.0%
Value ($000) $0 (-95.8%) Shares 15 (-96.9%) Est. Cost $35.75 Unrealized -47.6%
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 0.0%
Value ($000) $14 (-32.5%) Shares 301 (-32.2%) Est. Cost $47.15 Unrealized
RKT ROCKET COS INC COM CL A 0.0%
Value ($000) $32 (-17.5%) Shares 1,660 (-17.4%) Est. Cost $17.42 Unrealized +2.7%
EOG EOG RES INC COM 0.0%
Value ($000) $17 (-28.9%) Shares 158 (-24.0%) Est. Cost $108.67 Unrealized -1.3%
TBIL US TREASURY 3 MONTH BILL ETF 0.0%
Value ($000) $35 (-15.9%) Shares 709 (-15.7%) Est. Cost $50.01 Unrealized
UGI UGI CORP NEW COM 0.0%
Value ($000) $0 (-97.3%) Shares 5 (-97.6%) Est. Cost $24.66 Unrealized +43.6%
SEIC SEI INVTS CO COM 0.0%
Value ($000) $9 (-43.6%) Shares 105 (-41.3%) Est. Cost $66.06 Unrealized +23.7%
APA APA CORPORATION COM 0.0%
Value ($000) $20 (-24.8%) Shares 820 (-25.3%) Est. Cost $21.63 Unrealized +11.6%
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $6 (-52.8%) Shares 65 (-54.2%) Est. Cost $69.65 Unrealized
LCTU ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF 0.0%
Value ($000) $30 (-17.9%) Shares 403 (-19.6%) Est. Cost $47.16 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $171 (-3.5%) Shares 1,678 (-2.3%) Est. Cost $104.47 Unrealized
NVDX T-REX 2X LONG NVIDIA DAILY TARGET ETF 0.0%
Value ($000) $12 (-33.3%) Shares 722 (-25.6%) Est. Cost $10.73 Unrealized
ZIG ACQUIRERS FUND 0.0%
Value ($000) $46 (-11.8%) Shares 1,262 (-8.6%) Est. Cost $38.77 Unrealized
LRN STRIDE INC COM 0.0%
Value ($000) $1 (-91.1%) Shares 9 (-79.5%) Est. Cost $118.11 Unrealized -23.1%
INTC INTEL CORP COM 0.0%
Value ($000) $371 (+1.6%) Shares 10,043 (-7.6%) Est. Cost $29.87 Unrealized +26.4%
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value ($000) $120 (-4.7%) Shares 927 (-6.9%) Est. Cost $94.78 Unrealized
DSI ISHARES ESG MSCI KLD 400 ETF 0.0%
Value ($000) $94 (-5.8%) Shares 732 (-7.9%) Est. Cost $81.24 Unrealized
NXTG FIRST TRUST INDXX NEXTG ETF 0.0%
Value ($000) $27 (-17.5%) Shares 253 (-20.7%) Est. Cost $67.43 Unrealized
SH PROSHARES SHORT S&P500 0.0%
Value ($000) $1 (-89.9%) Shares 18 (-89.7%) Est. Cost $42.38 Unrealized
SOXL DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES 0.0%
Value ($000) $8 (-40.3%) Shares 200 (-50.5%) Est. Cost $26.34 Unrealized
FINX GLOBAL X FINTECH ETF 0.0%
Value ($000) $27 (-17.1%) Shares 933 (-5.6%) Est. Cost $33.60 Unrealized
AUGW ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF 0.0%
Value ($000) $47 (-10.7%) Shares 1,451 (-12.3%) Est. Cost $27.36 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $5 (-54.4%) Shares 128 (-51.7%) Est. Cost $56.94 Unrealized -36.5%
RACE FERRARI N V COM 0.0%
Value ($000) $12 (-32.3%) Shares 32 (-11.1%) Est. Cost $171.88 Unrealized +132.8%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $149 (-3.6%) Shares 3,110 (-3.9%) Est. Cost $34.22 Unrealized
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $67 (-7.6%) Shares 121 (-5.5%) Est. Cost $301.95 Unrealized +82.0%
AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF 0.0%
Value ($000) $1 (-89.4%) Shares 10 (-89.5%) Est. Cost $63.35 Unrealized
PTLC PACER TRENDPILOT US LARGE CAP ETF 0.2%
Value ($000) $2,544 (+0.2%) Shares 45,774 (-1.3%) Est. Cost $37.49 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $5 (-51.8%) Shares 122 (-41.1%) Est. Cost $34.42 Unrealized +22.1%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $73 (+7.7%) Shares 655 (-7.1%) Est. Cost $46.77 Unrealized +116.1%
MILN GLOBAL X MILLENNIAL CONSUMER ETF 0.0%
Value ($000) $35 (-12.8%) Shares 753 (-8.1%) Est. Cost $36.68 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $74 (+7.5%) Shares 3,300 (-2.9%) Est. Cost $19.58 Unrealized
FEZ SPDR EURO STOXX 50 ETF 0.0%
Value ($000) $335 (-1.5%) Shares 5,196 (-5.0%) Est. Cost $55.22 Unrealized
RYN RAYONIER INC COM 0.0%
Value ($000) $11 (-30.8%) Shares 524 (-15.2%) Est. Cost $27.58 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $29 (-14.9%) Shares 695 (-34.3%) Est. Cost $34.14 Unrealized +1.9%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $4 (-54.0%) Shares 23 (-50.0%) Est. Cost $211.39 Unrealized -11.8%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $1 (-82.6%) Shares 2 (-80.0%) Est. Cost $471.36 Unrealized +11.8%
ARKF ARK BLOCKCHAIN & FINTECH INNOVATION ETF 0.0%
Value ($000) $11 (-29.2%) Shares 239 (-15.5%) Est. Cost $33.26 Unrealized
CLOU GLOBAL X CLOUD COMPUTING ETF 0.0%
Value ($000) $49 (-8.6%) Shares 2,158 (-6.0%) Est. Cost $24.51 Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.0%
Value ($000) $7 (-38.7%) Shares 190 (-38.1%) Est. Cost $30.91 Unrealized
SNSR GLOBAL X INTERNET OF THINGS ETF 0.0%
Value ($000) $46 (-9.0%) Shares 1,232 (-4.0%) Est. Cost $34.31 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $44 (-9.2%) Shares 195 (-1.5%) Est. Cost $194.41 Unrealized +9.2%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $91 (+5.1%) Shares 1,127 (-5.8%) Est. Cost $34.90 Unrealized
BCD ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF 0.0%
Value ($000) $1 (-84.1%) Shares 27 (-82.4%) Est. Cost $33.11 Unrealized
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $2 (-74.3%) Shares 21 (-72.0%) Est. Cost $146.26 Unrealized -49.5%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $17 (-19.8%) Shares 115 (-19.6%) Est. Cost $119.64 Unrealized +23.4%
KJAN INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY 0.0%
Value ($000) $358 (+1.2%) Shares 8,655 (-1.4%) Est. Cost $35.38 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $14 (-22.9%) Shares 100 (-31.0%) Est. Cost $158.55 Unrealized -21.5%
GJAN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JAN 0.0%
Value ($000) $60 (-6.0%) Shares 1,398 (-8.5%) Est. Cost $30.97 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $35 (-9.7%) Shares 367 (-7.6%) Est. Cost $62.96 Unrealized +55.7%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $61 (+6.3%) Shares 444 (-1.1%) Est. Cost $92.66 Unrealized
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.0%
Value ($000) $1 (-83.9%) Shares 10 (-84.1%) Est. Cost $68.65 Unrealized
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $1 (-71.0%) Shares 32 (-68.9%) Est. Cost $43.51 Unrealized +8.8%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $137 (-2.4%) Shares 3,775 (-4.6%) Est. Cost $30.17 Unrealized
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value ($000) $1 (-70.4%) Shares 7 (-72.0%) Est. Cost $207.27 Unrealized -6.7%
JPLD JPMORGAN LIMITED DURATION BOND ETF 0.0%
Value ($000) $42 (-7.5%) Shares 798 (-7.2%) Est. Cost $52.12 Unrealized
AMZU DIREXION DAILY AMZN BULL 2X SHARES 0.0%
Value ($000) $7 (-31.5%) Shares 209 (-31.7%) Est. Cost $35.39 Unrealized
AME AMETEK INC COM 0.0%
Value ($000) $48 (+7.4%) Shares 235 (-1.7%) Est. Cost $154.86 Unrealized +25.5%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $129 (-2.4%) Shares 1,365 (-1.4%) Est. Cost $79.04 Unrealized
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $5 (-41.1%) Shares 26 (-40.9%) Est. Cost $187.96 Unrealized -8.1%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $4 (-46.3%) Shares 7 (-50.0%) Est. Cost $486.90 Unrealized +1.5%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $29 (-9.8%) Shares 163 (-1.2%) Est. Cost $198.12 Unrealized -9.0%
USMF WISDOMTREE U.S. MULTIFACTOR FUND 0.0%
Value ($000) $90 (-3.3%) Shares 1,754 (-1.3%) Est. Cost $40.90 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $60 (-4.7%) Shares 681 (-5.8%) Est. Cost $75.32 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $752 (-0.4%) Shares 1,590 (-1.4%) Est. Cost $276.96 Unrealized
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $716 (+0.4%) Shares 6,092 (-4.5%) Est. Cost $61.04 Unrealized +75.4%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $30 (-8.8%) Shares 176 (-10.7%) Est. Cost $116.14 Unrealized
FJUL FT VEST U.S. EQUITY BUFFER ETF - JULY 0.1%
Value ($000) $794 (-0.4%) Shares 14,204 (-2.5%) Est. Cost $53.33 Unrealized
GNOV FT VEST U.S. EQUITY MODERATE BUFFER ETF -NOVEMBER 0.0%
Value ($000) $19 (-13.1%) Shares 472 (-16.8%) Est. Cost $34.98 Unrealized
CPB THE CAMPBELLS COMPANY COM 0.0%
Value ($000) $1 (-67.8%) Shares 46 (-63.5%) Est. Cost $39.06 Unrealized -23.0%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $14 (-16.3%) Shares 344 (-1.4%) Est. Cost $35.18 Unrealized +16.1%
DXCM DEXCOM INC COM 0.0%
Value ($000) $3 (-44.0%) Shares 50 (-43.2%) Est. Cost $101.88 Unrealized -36.5%
HEI HEICO CORP NEW COM 0.0%
Value ($000) $4 (-42.0%) Shares 11 (-42.1%) Est. Cost $169.70 Unrealized +86.2%
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER 0.0%
Value ($000) $120 (+2.1%) Shares 2,775 (-1.1%) Est. Cost $34.73 Unrealized
FYLD CAMBRIA FOREIGN SHAREHOLDER YIELD ETF 0.0%
Value ($000) $202 (+1.2%) Shares 6,232 (-2.8%) Est. Cost $29.24 Unrealized
CBLL CERIBELL INC COM 0.0%
Value ($000) $2 (-52.3%) Shares 100 (-75.0%) Est. Cost $27.25 Unrealized -43.0%
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR 0.0%
Value ($000) $42 (-5.4%) Shares 1,273 (-15.1%) Est. Cost $20.14 Unrealized
RWX SPDR DJ WILSHIRE INTL REAL EST 0.0%
Value ($000) $2 (-57.8%) Shares 62 (-58.1%) Est. Cost $27.40 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value ($000) $24 (-8.8%) Shares 474 (-7.6%) Est. Cost $43.18 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $115 (-2.0%) Shares 2,227 (-1.2%) Est. Cost $54.09 Unrealized
SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $172 (+1.4%) Shares 1,888 (-1.2%) Est. Cost $70.73 Unrealized
SOXQ INVESCO PHLX SEMICONDUCTOR ETF 0.0%
Value ($000) $7 (-23.9%) Shares 132 (-31.6%) Est. Cost $37.41 Unrealized
RWR SPDR DJ WILSHIRE REIT (ETF) 0.0%
Value ($000) $2 (-51.0%) Shares 22 (-50.0%) Est. Cost $96.44 Unrealized
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $33 (-6.1%) Shares 694 (-3.2%) Est. Cost $37.92 Unrealized
GABELLI DIVID & INCOME TR COM 0.0%
Value ($000) $25 (-7.9%) Shares 909 (-10.0%) Est. Cost $20.61 Unrealized
MLPA GLOBAL X MLP ETF 0.0%
Value ($000) $5 (-29.4%) Shares 106 (-29.3%) Est. Cost $47.59 Unrealized
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value ($000) $49 (-4.2%) Shares 1,650 (-8.4%) Est. Cost $26.49 Unrealized
IDLV INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF 0.0%
Value ($000) $2 (-48.3%) Shares 65 (-48.8%) Est. Cost $31.74 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $9 (-18.8%) Shares 34 (-2.9%) Est. Cost $300.95 Unrealized -12.2%
NANR SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF 0.0%
Value ($000) $37 (-5.0%) Shares 543 (-9.7%) Est. Cost $51.76 Unrealized
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $16 (-11.0%) Shares 193 (-12.7%) Est. Cost $66.97 Unrealized
AEG AEGON LTD AMER REG 1 CERT 0.0%
Value ($000) $0 (-84.8%) Shares 45 (-84.2%) Est. Cost $7.99 Unrealized
COHEN & STEERS CLOSED-END OPPO COM 0.0%
Value ($000) $17 (-10.0%) Shares 1,297 (-11.0%) Est. Cost $13.91 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $6 (-22.8%) Shares 14 (-33.3%) Est. Cost $452.26 Unrealized -4.7%
AIT APPLIED INDL TECHNOLOGIES INC COM 0.0%
Value ($000) $2 (-54.8%) Shares 6 (-53.8%) Est. Cost $221.11 Unrealized +15.4%
DGRS WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $79 (-2.3%) Shares 1,590 (-1.5%) Est. Cost $46.63 Unrealized
HOV HOVNANIAN ENTERPRISES INC CL A NEW 0.0%
Value ($000) $3 (-38.5%) Shares 30 (-18.9%) Est. Cost $123.00 Unrealized -4.1%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $10 (-15.4%) Shares 987 (-24.9%) Est. Cost $8.83 Unrealized
EFX EQUIFAX INC COM 0.0%
Value ($000) $7 (-20.7%) Shares 30 (-6.3%) Est. Cost $182.19 Unrealized +20.0%
RAVI FLEXSHARES ULTRA-SHORT INCOME FUND 0.0%
Value ($000) $2 (-50.2%) Shares 22 (-50.0%) Est. Cost $75.64 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $35 (-4.4%) Shares 434 (-5.0%) Est. Cost $69.61 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $15 (-9.8%) Shares 151 (-17.5%) Est. Cost $115.04 Unrealized -20.4%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $25 (-5.9%) Shares 301 (-1.6%) Est. Cost $89.70 Unrealized -4.9%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $124 (-1.2%) Shares 808 (-7.1%) Est. Cost $86.20 Unrealized +71.3%
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $23 (-6.2%) Shares 405 (-6.5%) Est. Cost $49.78 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $9 (-14.9%) Shares 102 (-22.1%) Est. Cost $46.79 Unrealized +70.3%
PKST PEAKSTONE REALTY TRUST COMMON SHARES 0.0%
Value ($000) $30 (+5.1%) Shares 2,100 (-3.9%) Est. Cost $22.98 Unrealized
APRW ALLIANZIM U.S. EQUITY BUFFER20 APR ETF 0.0%
Value ($000) $226 (+0.6%) Shares 6,492 (-1.2%) Est. Cost $30.37 Unrealized
PCAR PACCAR INC COM 0.0%
Value ($000) $36 (+4.1%) Shares 329 (-6.5%) Est. Cost $101.13 Unrealized +0.1%
JHX JAMES HARDIE INDS PLC ORD SHS 0.0%
Value ($000) $0 (-75.9%) Shares 21 (-77.7%) Est. Cost $23.95 Unrealized -16.3%
FMS FRESENIUS MEDICAL CARE AG SPONSORED ADR 0.0%
Value ($000) $0 (-77.9%) Shares 16 (-75.8%) Est. Cost $25.62 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $62 (-2.1%) Shares 972 (-1.3%) Est. Cost $76.23 Unrealized -19.5%
DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND 0.0%
Value ($000) $299 (-0.4%) Shares 3,518 (-1.5%) Est. Cost $71.64 Unrealized
GRBK GREEN BRICK PARTNERS INC COM 0.0%
Value ($000) $1 (-69.5%) Shares 9 (-64.0%) Est. Cost $50.59 Unrealized +30.3%
JUNW ALLIANZIM U.S. EQUITY BUFFER20 JUN ETF 0.0%
Value ($000) $35 (-3.5%) Shares 1,047 (-5.2%) Est. Cost $31.86 Unrealized
LAD LITHIA MTRS INC COM 0.0%
Value ($000) $1 (-65.0%) Shares 2 (-66.7%) Est. Cost $319.72 Unrealized -0.7%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $12 (-9.6%) Shares 250 (-2.0%) Est. Cost $57.02 Unrealized -16.8%
HMC HONDA MOTOR LTD ADR ECH CNV IN 3 0.0%
Value ($000) $1 (-44.9%) Shares 47 (-42.7%) Est. Cost $28.99 Unrealized
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value ($000) $0 (-73.3%) Shares 16 (-70.9%) Est. Cost $28.25 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS 0.0%
Value ($000) $14 (-7.1%) Shares 891 (-6.6%) Est. Cost $13.95 Unrealized
SPEU SPDR PORTFOLIO EUROPE ETF 0.0%
Value ($000) $1 (-41.4%) Shares 28 (-44.0%) Est. Cost $44.01 Unrealized
ALC ALCON AG ORD SHS 0.0%
Value ($000) $3 (-25.0%) Shares 39 (-29.1%) Est. Cost $85.27 Unrealized -9.7%
HEGD SWAN HEDGED EQUITY US LARGE CAP ETF 0.0%
Value ($000) $128 (-0.8%) Shares 5,097 (-1.9%) Est. Cost $18.70 Unrealized
CUBE CUBESMART COM 0.0%
Value ($000) $7 (-12.9%) Shares 184 (-2.1%) Est. Cost $49.60 Unrealized
NTNX NUTANIX INC CL A 0.0%
Value ($000) $1 (-42.1%) Shares 25 (-16.7%) Est. Cost $26.72 Unrealized +128.7%
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $19 (+5.3%) Shares 1,204 (-1.1%) Est. Cost $14.65 Unrealized
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $0 (-73.5%) Shares 5 (-66.7%) Est. Cost $77.11 Unrealized -8.1%
SEPW ALLIANZIM U.S. EQUITY BUFFER20 SEP ETF 0.0%
Value ($000) $81 (-1.1%) Shares 2,544 (-2.7%) Est. Cost $28.66 Unrealized
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value ($000) $4 (-17.8%) Shares 16 (-5.9%) Est. Cost $241.48 Unrealized +9.8%
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $4 (-16.8%) Shares 32 (-5.9%) Est. Cost $110.39 Unrealized +32.6%
FDEC FT VEST US EQUITY BUFFER ETF - DECEMBER 0.0%
Value ($000) $150 (-0.6%) Shares 2,930 (-4.3%) Est. Cost $43.40 Unrealized
GGG GRACO INC COM 0.0%
Value ($000) $6 (-11.5%) Shares 78 (-8.2%) Est. Cost $47.05 Unrealized +74.2%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $9 (-7.5%) Shares 115 (-14.8%) Est. Cost $60.70 Unrealized +26.2%
BMI BADGER METER INC COM 0.0%
Value ($000) $1 (-45.8%) Shares 5 (-44.4%) Est. Cost $220.11 Unrealized -18.3%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $0 (-91.7%) Shares 1 (-91.7%) Est. Cost $72.15 Unrealized -9.0%
ONTO ONTO INNOVATION INC COM 0.0%
Value ($000) $3 (-18.6%) Shares 20 (-33.3%) Est. Cost $127.11 Unrealized +11.7%
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $109 (+0.6%) Shares 2,616 (-3.3%) Est. Cost $34.46 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $4 (-14.3%) Shares 156 (-3.1%) Est. Cost $29.84 Unrealized -9.1%
DCI DONALDSON INC COM 0.0%
Value ($000) $2 (-26.8%) Shares 21 (-32.3%) Est. Cost $56.00 Unrealized +54.3%
MBSD FLEXSHARES DISCIPLINED DURATION MBS INDEX FUND 0.0%
Value ($000) $22 (-3.0%) Shares 1,050 (-2.7%) Est. Cost $20.95 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.0%
Value ($000) $1 (-31.6%) Shares 53 (-31.2%) Est. Cost $25.98 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.0%
Value ($000) $17 (-3.6%) Shares 341 (-3.4%) Est. Cost $50.89 Unrealized
CFR CULLEN FROST BANKERS INC COM 0.0%
Value ($000) $2 (-29.8%) Shares 12 (-29.4%) Est. Cost $77.35 Unrealized +61.3%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $62 (-1.0%) Shares 464 (-2.3%) Est. Cost $89.36 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $20 (-3.1%) Shares 248 (-2.0%) Est. Cost $89.99 Unrealized -13.0%
BBD BANCO BRADESCO S A SP ADR PFD NEW 0.0%
Value ($000) $0 (-59.9%) Shares 112 (-59.3%) Est. Cost $2.74 Unrealized
SAUG FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - AUGUST 0.0%
Value ($000) $155 (+0.3%) Shares 6,077 (-1.5%) Est. Cost $23.40 Unrealized
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 0.0%
Value ($000) $6 (-8.1%) Shares 151 (-10.7%) Est. Cost $35.92 Unrealized
PBE INVESCO BIOTECHNOLOGY & GENOME ETF 0.0%
Value ($000) $41 (+1.3%) Shares 503 (-13.9%) Est. Cost $62.40 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $78 (-0.6%) Shares 585 (-2.3%) Est. Cost $87.40 Unrealized
IOCT INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - OCTOBER 0.0%
Value ($000) $61 (-0.8%) Shares 1,750 (-2.8%) Est. Cost $30.65 Unrealized
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR 0.0%
Value ($000) $1 (-40.7%) Shares 96 (-45.8%) Est. Cost $6.70 Unrealized
TELFY TELEFONICA S A SPONSORED ADR 0.0%
Value ($000) $1 (-31.8%) Shares 253 (-14.5%) Est. Cost $5.08 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $1 (-34.5%) Shares 65 (-42.5%) Est. Cost $10.43 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $5 (-7.2%) Shares 15 (-6.3%) Est. Cost $313.35 Unrealized +11.4%
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $3 (-12.1%) Shares 46 (-9.8%) Est. Cost $60.86 Unrealized -0.3%
GSEP FT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER 0.0%
Value ($000) $3 (-10.5%) Shares 88 (-12.0%) Est. Cost $35.04 Unrealized
SNN SMITH & NEPHEW PLC SPDN ADR NEW 0.0%
Value ($000) $1 (-34.5%) Shares 21 (-27.6%) Est. Cost $34.36 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $0 (-51.0%) Shares 5 (-54.5%) Est. Cost $87.18 Unrealized -26.1%
WAB WABTEC COM 0.0%
Value ($000) $12 (+2.8%) Shares 55 (-3.5%) Est. Cost $169.79 Unrealized +20.9%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $673 (-0.0%) Shares 5,916 (-2.8%) Est. Cost $100.47 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $0 (-63.1%) Shares 1 (-66.7%) Est. Cost $166.62 Unrealized -14.1%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $2 (-12.5%) Shares 24 (-17.2%) Est. Cost $67.89 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $59 (+0.4%) Shares 812 (-6.8%) Est. Cost $57.95 Unrealized
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $0 (-38.6%) Shares 8 (-11.1%) Est. Cost $78.72 Unrealized -36.7%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $1 (-15.0%) Shares 12 (-29.4%) Est. Cost $64.59 Unrealized
NVBT ALLIANZIM U.S. EQUITY BUFFER10 NOV ETF 0.0%
Value ($000) $10 (-1.3%) Shares 268 (-3.2%) Est. Cost $31.76 Unrealized
DSGX DESCARTES SYS GROUP INC COM 0.0%
Value ($000) $0 (-30.2%) Shares 3 (-25.0%) Est. Cost $102.22 Unrealized -12.6%
CB CHUBB LIMITED COM 0.0%
Value ($000) $42 (+0.2%) Shares 133 (-9.5%) Est. Cost $132.02 Unrealized +121.5%
DOCT FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER 0.0%
Value ($000) $56 (+0.1%) Shares 1,263 (-2.3%) Est. Cost $37.23 Unrealized
DECT ALLIANZIM U.S. EQUITY BUFFER10 DEC ETF 0.0%
Value ($000) $4 (-1.6%) Shares 119 (-4.8%) Est. Cost $31.86 Unrealized
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $0 (-21.3%) Shares 15 (-6.3%) Est. Cost $17.82 Unrealized -35.8%
DB DEUTSCHE BANK A G NAMEN AKT 0.0%
Value ($000) $8 (-0.1%) Shares 199 (-8.3%) Est. Cost $22.99 Unrealized +56.9%
NWG NATWEST GROUP PLC SPONS ADR 0.0%
Value ($000) $1 (-0.3%) Shares 74 (-19.6%) Est. Cost $12.23 Unrealized

Unchanged Positions (958)

T AT&T INC COM 0.1%
Value ($000) $1,842 Shares 74,143 Est. Cost $22.36 Unrealized +13.1%
PTNQ PACER TRENDPILOT 100 ETF 0.9%
Value ($000) $14,431 Shares 183,479 Est. Cost $64.77 Unrealized
IOO ISHARES GLOBAL 100 ETF 0.2%
Value ($000) $3,521 Shares 27,800 Est. Cost $99.65 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.3%
Value ($000) $4,092 Shares 65,836 Est. Cost $76.50 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF 0.4%
Value ($000) $6,201 Shares 154,144 Est. Cost $30.62 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 0.4%
Value ($000) $6,972 Shares 105,640 Est. Cost $85.25 Unrealized
RHLD RESOLUTE HLDGS MGMT INC COM 0.0%
Value ($000) $181 Shares 877 Est. Cost $49.64 Unrealized +198.0%
FLIN FRANKLIN FTSE INDIA ETF 0.2%
Value ($000) $2,819 Shares 73,037 Est. Cost $37.90 Unrealized
B BARRICK MNG CORP COM SHS 0.0%
Value ($000) $397 Shares 9,116 Est. Cost $19.29 Unrealized +94.0%
FLV AMERICAN CENTURY FOCUSED LARGE CAP VALUE ETF 0.3%
Value ($000) $4,073 Shares 53,754 Est. Cost $58.40 Unrealized
IDHQ INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF 0.1%
Value ($000) $1,683 Shares 47,870 Est. Cost $29.57 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $1,119 Shares 27,471 Est. Cost $36.20 Unrealized +11.8%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $359 Shares 1,397 Est. Cost $105.39 Unrealized +127.3%
SLB SLB LIMITED COM STK 0.0%
Value ($000) $608 Shares 15,829 Est. Cost $35.24 Unrealized +2.3%
VBR VANGUARD SMALL CAP VALUE ETF 0.2%
Value ($000) $3,447 Shares 16,274 Est. Cost $145.03 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.2%
Value ($000) $2,843 Shares 23,065 Est. Cost $89.32 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $181 Shares 9,205 Est. Cost $22.70 Unrealized -30.1%
SOUN SOUNDHOUND AI INC CLASS A COM 0.0%
Value ($000) $71 Shares 7,119 Est. Cost $4.72 Unrealized +205.0%
COPX GLOBAL X COPPER MINERS ETF 0.0%
Value ($000) $228 Shares 3,179 Est. Cost $48.99 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $362 Shares 1,202 Est. Cost $285.23 Unrealized
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $118 Shares 1,077 Est. Cost $163.02 Unrealized
TLN TALEN ENERGY CORP COM 0.0%
Value ($000) $245 Shares 653 Est. Cost $201.54 Unrealized +92.9%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $97 Shares 3,351 Est. Cost $10.39 Unrealized +125.0%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $170 Shares 835 Est. Cost $154.70 Unrealized +36.6%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $727 Shares 2,518 Est. Cost $234.99 Unrealized +22.8%
PPH VANECK PHARMACEUTICAL ETF 0.0%
Value ($000) $195 Shares 1,886 Est. Cost $90.86 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.2%
Value ($000) $3,848 Shares 26,850 Est. Cost $115.08 Unrealized
PEP PEPSICO INC COM 0.1%
Value ($000) $1,762 Shares 12,274 Est. Cost $143.71 Unrealized +1.5%
NJAN INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY 0.0%
Value ($000) $761 Shares 13,860 Est. Cost $43.52 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $129 Shares 1,864 Est. Cost $36.40 Unrealized +71.5%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.0%
Value ($000) $674 Shares 13,478 Est. Cost $50.35 Unrealized
CHWY CHEWY INC CL A 0.0%
Value ($000) $98 Shares 2,977 Est. Cost $20.27 Unrealized +71.3%
CSX CSX CORP COM 0.1%
Value ($000) $1,069 Shares 29,476 Est. Cost $32.09 Unrealized +11.3%
NJUL INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY 0.1%
Value ($000) $1,534 Shares 21,130 Est. Cost $51.68 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $208 Shares 3,195 Est. Cost $93.64 Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $89 Shares 431 Est. Cost $102.85 Unrealized +82.5%
XTEN BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF 0.1%
Value ($000) $1,331 Shares 28,791 Est. Cost $46.46 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.1%
Value ($000) $889 Shares 3,550 Est. Cost $120.01 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $152 Shares 1,359 Est. Cost $85.68 Unrealized +36.0%
PBTP INVESCO 0-5 YR US TIPS ETF 0.1%
Value ($000) $1,179 Shares 45,494 Est. Cost $25.96 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $68 Shares 20 Est. Cost $2537.46 Unrealized +48.9%
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 0.1%
Value ($000) $2,107 Shares 32,178 Est. Cost $49.38 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $92 Shares 317 Est. Cost $228.95 Unrealized +14.2%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $97 Shares 1,807 Est. Cost $57.56 Unrealized -0.9%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $299 Shares 907 Est. Cost $277.79 Unrealized +21.4%
GPGI COMPOSECURE INC COM CL A 0.0%
Value ($000) $204 Shares 10,598 Est. Cost $14.89 Unrealized +34.0%
NAPR INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL 0.1%
Value ($000) $833 Shares 15,520 Est. Cost $41.58 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $518 Shares 3,233 Est. Cost $86.41 Unrealized +88.8%
FFIV F5 INC COM 0.0%
Value ($000) $59 Shares 231 Est. Cost $179.93 Unrealized +49.5%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $1,324 Shares 40,432 Est. Cost $24.57 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $68 Shares 500 Est. Cost $175.56 Unrealized -8.1%
UBS UBS GROUP AG SHS 0.0%
Value ($000) $133 Shares 2,869 Est. Cost $21.39 Unrealized +88.9%
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $49 Shares 283 Est. Cost $30.26 Unrealized +400.8%
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $100 Shares 702 Est. Cost $109.65 Unrealized +31.1%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $112 Shares 2,597 Est. Cost $65.77 Unrealized -32.4%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $45 Shares 662 Est. Cost $63.17 Unrealized
VIOG VANGUARD S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $1,360 Shares 11,217 Est. Cost $112.86 Unrealized
SCLX SCILEX HOLDING CO COM NEW 0.0%
Value ($000) $23 Shares 1,853 Est. Cost $16.92 Unrealized -0.2%
IDCC INTERDIGITAL INC COM 0.0%
Value ($000) $164 Shares 515 Est. Cost $106.35 Unrealized +232.4%
CALF PACER US SMALL CAP CASH COWS ETF 0.0%
Value ($000) $678 Shares 15,278 Est. Cost $41.87 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $493 Shares 1,566 Est. Cost $204.74 Unrealized
CMA COMERICA INC COM 0.0%
Value ($000) $62 Shares 716 Est. Cost $51.55 Unrealized +55.2%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $157 Shares 804 Est. Cost $158.92 Unrealized +22.7%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $68 Shares 371 Est. Cost $173.01 Unrealized -3.9%
REAVES UTIL INCOME FD COM SH BEN INT 0.0%
Value ($000) $151 Shares 4,137 Est. Cost $31.95 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $75 Shares 129 Est. Cost $525.76 Unrealized +7.5%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $83 Shares 2,276 Est. Cost $23.23 Unrealized +46.1%
PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY 0.0%
Value ($000) $649 Shares 13,980 Est. Cost $32.40 Unrealized
SNDK SANDISK CORP COM 0.0%
Value ($000) $22 Shares 92 Est. Cost $38.24 Unrealized +423.7%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $251 Shares 2,515 Est. Cost $55.56 Unrealized +70.5%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $100 Shares 59 Est. Cost $830.85 Unrealized +107.2%
ZIM ZIM INTEGRATED SHIPPING SERV SHS 0.0%
Value ($000) $31 Shares 1,475 Est. Cost $15.18 Unrealized +10.5%
GJUL FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY 0.0%
Value ($000) $566 Shares 13,693 Est. Cost $39.09 Unrealized
NTAP NETAPP INC COM 0.0%
Value ($000) $99 Shares 926 Est. Cost $83.71 Unrealized +35.7%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $492 Shares 1,106 Est. Cost $251.75 Unrealized
LBRT LIBERTY ENERGY INC COM CL A 0.0%
Value ($000) $30 Shares 1,600 Est. Cost $11.56 Unrealized +44.5%
TECL DIREXION DAILY TECHNOLOGY BULL 3X SHARES 0.0%
Value ($000) $167 Shares 1,423 Est. Cost $101.25 Unrealized
WSO WATSCO INC COM 0.0%
Value ($000) $49 Shares 145 Est. Cost $447.13 Unrealized -20.1%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $52 Shares 136 Est. Cost $204.77 Unrealized +95.7%
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $69 Shares 334 Est. Cost $152.71 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $190 Shares 4,059 Est. Cost $27.14 Unrealized +60.8%
PAAS PAN AMERN SILVER CORP COM 0.0%
Value ($000) $36 Shares 700 Est. Cost $24.48 Unrealized +71.0%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $36 Shares 443 Est. Cost $35.84 Unrealized +96.4%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $79 Shares 177 Est. Cost $526.41 Unrealized -12.2%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $79 Shares 65 Est. Cost $672.95 Unrealized +74.1%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $152 Shares 1,180 Est. Cost $100.83 Unrealized +32.9%
ANF ABERCROMBIE & FITCH CO CL A 0.0%
Value ($000) $27 Shares 216 Est. Cost $11.68 Unrealized +648.6%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $37 Shares 300 Est. Cost $139.69 Unrealized -23.3%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $168 Shares 2,123 Est. Cost $59.24 Unrealized +32.8%
IGLD FT VEST GOLD STRATEGY TARGET INCOME ETF 0.0%
Value ($000) $206 Shares 8,241 Est. Cost $21.00 Unrealized
GRMN GARMIN LTD SHS 0.0%
Value ($000) $39 Shares 192 Est. Cost $107.91 Unrealized +100.8%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $19 Shares 135 Est. Cost $85.27 Unrealized +32.8%
DK DELEK US HLDGS INC NEW COM 0.0%
Value ($000) $92 Shares 3,102 Est. Cost $16.53 Unrealized +115.4%
AUR AURORA INNOVATION INC CLASS A COM 0.0%
Value ($000) $19 Shares 5,000 Est. Cost $5.87 Unrealized -21.9%
TIGO ENERGY INC COM 0.0%
Value ($000) $10 Shares 6,906 Est. Cost $1.27 Unrealized
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN 0.0%
Value ($000) $39 Shares 843 Est. Cost $27.30 Unrealized
FTAI FTAI AVIATION LTD SHS 0.0%
Value ($000) $49 Shares 250 Est. Cost $41.29 Unrealized +312.3%
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $21 Shares 1,032 Est. Cost $31.97 Unrealized -29.8%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $59 Shares 465 Est. Cost $108.09 Unrealized +30.2%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $176 Shares 10,670 Est. Cost $11.44 Unrealized
PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL 0.0%
Value ($000) $367 Shares 9,380 Est. Cost $31.35 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $73 Shares 68 Est. Cost $796.06 Unrealized
LCID LUCID GROUP INC COM NEW 0.0%
Value ($000) $6 Shares 530 Est. Cost $22.60 Unrealized -29.3%
MANH MANHATTAN ASSOCIATES INC COM 0.0%
Value ($000) $38 Shares 217 Est. Cost $241.58 Unrealized -24.3%
CPRY CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF JANUARY 0.0%
Value ($000) $205 Shares 7,598 Est. Cost $24.73 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $31 Shares 211 Est. Cost $129.82 Unrealized
PSEP INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER 0.0%
Value ($000) $385 Shares 8,800 Est. Cost $31.21 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $71 Shares 3,438 Est. Cost $12.15 Unrealized +52.1%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $189 Shares 1,025 Est. Cost $204.27 Unrealized -10.9%
IMAX IMAX CORP COM 0.0%
Value ($000) $57 Shares 1,550 Est. Cost $24.95 Unrealized +39.7%
HACK AMPLIFY CYBERSECURITY ETF 0.0%
Value ($000) $81 Shares 1,007 Est. Cost $68.29 Unrealized
OWL BLUE OWL CAPITAL INC COM CL A 0.0%
Value ($000) $48 Shares 3,236 Est. Cost $18.56 Unrealized -15.8%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $160 Shares 1,171 Est. Cost $97.77 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $52 Shares 682 Est. Cost $97.98 Unrealized
CWEN/A CLEARWAY ENERGY INC CL A 0.0%
Value ($000) $44 Shares 1,410 Est. Cost $24.27 Unrealized +27.8%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $17 Shares 832 Est. Cost $36.35 Unrealized -32.4%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $40 Shares 88 Est. Cost $438.24 Unrealized +8.7%
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $38 Shares 491 Est. Cost $50.21 Unrealized +63.2%
VIRT VIRTU FINL INC CL A 0.0%
Value ($000) $92 Shares 2,756 Est. Cost $27.86 Unrealized +22.8%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $69 Shares 259 Est. Cost $307.52 Unrealized -17.4%
WESTERN ASST INFLTN LKD INM FD COM SH BEN INT 0.0%
Value ($000) $319 Shares 38,573 Est. Cost $8.37 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $36 Shares 159 Est. Cost $225.24 Unrealized -3.4%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $68 Shares 569 Est. Cost $54.55 Unrealized +110.5%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $50 Shares 581 Est. Cost $52.75 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $298 Shares 2,004 Est. Cost $91.83 Unrealized
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $17 Shares 90 Est. Cost $186.27 Unrealized -7.9%
IXP ISHARES GLOBAL COMM SERVICES ETF 0.0%
Value ($000) $277 Shares 2,284 Est. Cost $67.82 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $63 Shares 853 Est. Cost $57.55 Unrealized +36.0%
MBB ISHARES MBS ETF 0.1%
Value ($000) $2,332 Shares 24,493 Est. Cost $97.84 Unrealized
JOBY JOBY AVIATION INC COMMON STOCK 0.0%
Value ($000) $23 Shares 1,774 Est. Cost $15.19 Unrealized +1.1%
GNTX GENTEX CORP COM 0.0%
Value ($000) $24 Shares 1,034 Est. Cost $31.75 Unrealized -24.1%
EUFN ISHARES MSCI EUROPE FINANCIALS ETF 0.0%
Value ($000) $66 Shares 1,792 Est. Cost $19.31 Unrealized
NFEB INNOVATOR GROWTH-100 POWER BUFFER ETF - FEBRUARY 0.0%
Value ($000) $171 Shares 6,100 Est. Cost $25.95 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $30 Shares 328 Est. Cost $72.66 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $237 Shares 1,337 Est. Cost $143.57 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $41 Shares 183 Est. Cost $232.47 Unrealized -3.1%
VTR VENTAS INC COM 0.0%
Value ($000) $49 Shares 629 Est. Cost $41.90 Unrealized +78.9%
ARTY ISHARES FUTURE AI & TECH ETF 0.0%
Value ($000) $91 Shares 1,892 Est. Cost $32.02 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $438 Shares 14,785 Est. Cost $38.08 Unrealized
CPK CHESAPEAKE UTILS CORP COM 0.0%
Value ($000) $56 Shares 450 Est. Cost $115.00 Unrealized +14.2%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $39 Shares 209 Est. Cost $112.86 Unrealized +71.3%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.0%
Value ($000) $45 Shares 600 Est. Cost $63.40 Unrealized
ILCV ISHARES MORNINGSTAR VALUE ETF 0.0%
Value ($000) $88 Shares 935 Est. Cost $73.21 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $39 Shares 706 Est. Cost $48.78 Unrealized +6.3%
RKLB ROCKET LAB CORP COM 0.0%
Value ($000) $14 Shares 200 Est. Cost $24.48 Unrealized +134.2%
WELL WELLTOWER INC COM 0.0%
Value ($000) $108 Shares 583 Est. Cost $76.01 Unrealized +145.3%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $67 Shares 1,260 Est. Cost $53.52 Unrealized
COHR COHERENT CORP COM 0.0%
Value ($000) $10 Shares 56 Est. Cost $77.61 Unrealized +92.7%
TRGP TARGA RES CORP COM 0.0%
Value ($000) $45 Shares 245 Est. Cost $84.84 Unrealized +98.1%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $132 Shares 629 Est. Cost $147.53 Unrealized
IBKR INTERACTIVE BROKERS GROUP INC COM CL A 0.0%
Value ($000) $60 Shares 940 Est. Cost $42.83 Unrealized +56.2%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $79 Shares 2,590 Est. Cost $18.39 Unrealized +51.6%
EGP EASTGROUP PPTYS INC COM 0.0%
Value ($000) $85 Shares 475 Est. Cost $166.53 Unrealized
SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 0.1%
Value ($000) $1,232 Shares 52,065 Est. Cost $22.93 Unrealized
BFEB INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY 0.0%
Value ($000) $144 Shares 2,950 Est. Cost $36.72 Unrealized
DG DOLLAR GEN CORP 0.0%
Value ($000) $19 Shares 140 Est. Cost $156.38 Unrealized -28.7%
COLL COLLEGIUM PHARMACEUTICAL INC COM 0.0%
Value ($000) $16 Shares 350 Est. Cost $28.52 Unrealized +46.7%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $85 Shares 2,319 Est. Cost $37.92 Unrealized -8.4%
HSY HERSHEY CO COM 0.0%
Value ($000) $139 Shares 762 Est. Cost $179.16 Unrealized +1.6%
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $9 Shares 74 Est. Cost $156.57 Unrealized
UOCT INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - OCTOBER 0.0%
Value ($000) $238 Shares 6,100 Est. Cost $27.38 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $19 Shares 984 Est. Cost $32.02 Unrealized -37.5%
FTXO FIRST TRUST NASDAQ BANK ETF 0.0%
Value ($000) $59 Shares 1,566 Est. Cost $23.61 Unrealized
VTWV VANGUARD RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $142 Shares 888 Est. Cost $123.80 Unrealized
PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY 0.0%
Value ($000) $205 Shares 5,180 Est. Cost $27.31 Unrealized
ABRDN LIFE SCIENCES INVESTORS SH BEN INT 0.0%
Value ($000) $47 Shares 2,811 Est. Cost $13.83 Unrealized
VKTX VIKING THERAPEUTICS INC COM 0.0%
Value ($000) $14 Shares 400 Est. Cost $20.95 Unrealized +69.1%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $28 Shares 91 Est. Cost $258.72 Unrealized +26.1%
GSBD GOLDMAN SACHS BDC INC SHS 0.0%
Value ($000) $37 Shares 3,949 Est. Cost $12.51 Unrealized -21.6%
NVBW ALLIANZIM U.S. EQUITY BUFFER20 NOV ETF 0.0%
Value ($000) $187 Shares 5,536 Est. Cost $31.08 Unrealized
PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE 0.0%
Value ($000) $201 Shares 4,795 Est. Cost $30.81 Unrealized
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.2%
Value ($000) $2,718 Shares 108,387 Est. Cost $35.20 Unrealized
PSKY PARAMOUNT SKYDANCE CORP COM CL B 0.0%
Value ($000) $8 Shares 628 Est. Cost $14.51 Unrealized +7.3%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $87 Shares 325 Est. Cost $157.42 Unrealized
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.1%
Value ($000) $1,474 Shares 21,855 Est. Cost $77.88 Unrealized
IHE ISHARES U.S. PHARMACEUTICALS ETF 0.0%
Value ($000) $22 Shares 265 Est. Cost $107.08 Unrealized
MDB MONGODB INC CL A 0.0%
Value ($000) $13 Shares 30 Est. Cost $257.06 Unrealized +41.5%
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $107 Shares 944 Est. Cost $93.26 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $89 Shares 186 Est. Cost $349.21 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $679 Shares 37,242 Est. Cost $17.40 Unrealized
AGGY WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND 0.0%
Value ($000) $267 Shares 6,058 Est. Cost $42.91 Unrealized
ARMK ARAMARK COM 0.0%
Value ($000) $81 Shares 2,199 Est. Cost $29.41 Unrealized +28.9%
PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH 0.0%
Value ($000) $135 Shares 3,000 Est. Cost $37.50 Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $61 Shares 3,400 Est. Cost $20.00 Unrealized
DASH DOORDASH INC CL A 0.0%
Value ($000) $15 Shares 67 Est. Cost $130.79 Unrealized +79.3%
HERD PACER CASH COWS FUND OF FUNDS ETF 0.0%
Value ($000) $121 Shares 2,774 Est. Cost $38.93 Unrealized
HIW HIGHWOODS PPTYS INC COM 0.0%
Value ($000) $13 Shares 505 Est. Cost $43.56 Unrealized
NUDM NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF 0.0%
Value ($000) $77 Shares 2,135 Est. Cost $29.56 Unrealized
HWKN HAWKINS INC COM 0.0%
Value ($000) $11 Shares 74 Est. Cost $42.33 Unrealized +247.8%
MED MEDIFAST INC COM 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $13.97 Unrealized -14.3%
JXN JACKSON FINANCIAL INC COM CL A 0.0%
Value ($000) $59 Shares 551 Est. Cost $31.23 Unrealized +216.7%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $32 Shares 305 Est. Cost $109.74 Unrealized
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.0%
Value ($000) $90 Shares 1,223 Est. Cost $39.12 Unrealized
DVLT DATAVAULT AI INC COM SHS 0.0%
Value ($000) $4 Shares 6,391 Est. Cost $0.54 Unrealized +229.9%
LKFN LAKELAND FINL CORP COM 0.0%
Value ($000) $22 Shares 392 Est. Cost $32.12 Unrealized +83.0%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $20 Shares 89 Est. Cost $208.99 Unrealized +5.1%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $19 Shares 426 Est. Cost $26.12 Unrealized +56.2%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $30 Shares 310 Est. Cost $72.54 Unrealized +23.7%
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $40 Shares 800 Est. Cost $69.92 Unrealized -28.8%
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $16 Shares 1,225 Est. Cost $11.17 Unrealized
VSCO VICTORIAS SECRET AND CO COMMON STOCK 0.0%
Value ($000) $5 Shares 97 Est. Cost $52.11 Unrealized -23.8%
BCS BARCLAYS PLC ADR 0.0%
Value ($000) $14 Shares 548 Est. Cost $15.77 Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $19 Shares 751 Est. Cost $26.01 Unrealized
KIM KIMCO RLTY CORP COM 0.0%
Value ($000) $33 Shares 1,616 Est. Cost $17.50 Unrealized +17.6%
XYL XYLEM INC COM 0.0%
Value ($000) $31 Shares 225 Est. Cost $101.22 Unrealized +41.8%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $68 Shares 325 Est. Cost $108.82 Unrealized +77.2%
BBEU JPMORGAN BETABUILDERS EUROPE ETF 0.0%
Value ($000) $61 Shares 837 Est. Cost $69.38 Unrealized
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $23 Shares 2,000 Est. Cost $31.74 Unrealized -63.0%
FRPH FRP HLDGS INC COM 0.0%
Value ($000) $36 Shares 1,600 Est. Cost $29.32 Unrealized -19.4%
LCII LCI INDS COM 0.0%
Value ($000) $11 Shares 88 Est. Cost $75.72 Unrealized +39.7%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $12 Shares 21 Est. Cost $400.19 Unrealized +56.2%
FAUG FT VEST U.S. EQUITY BUFFER ETF - AUGUST 0.0%
Value ($000) $124 Shares 2,348 Est. Cost $49.64 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $51 Shares 337 Est. Cost $129.14 Unrealized +13.9%
MLI MUELLER INDS INC COM 0.0%
Value ($000) $20 Shares 175 Est. Cost $80.24 Unrealized +33.8%
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $23 Shares 717 Est. Cost $127.13 Unrealized -74.5%
NIO NIO INC SPON ADS 0.0%
Value ($000) $5 Shares 950 Est. Cost $15.27 Unrealized
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 0.0%
Value ($000) $161 Shares 1,054 Est. Cost $151.03 Unrealized
AGZ ISHARES AGENCY BOND ETF 0.1%
Value ($000) $933 Shares 8,466 Est. Cost $108.25 Unrealized
YJUN FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - JUNE 0.0%
Value ($000) $134 Shares 5,228 Est. Cost $22.84 Unrealized
RMD RESMED INC COM 0.0%
Value ($000) $17 Shares 72 Est. Cost $234.25 Unrealized +9.0%
DBRG DIGITALBRIDGE GROUP INC CL A NEW 0.0%
Value ($000) $10 Shares 646 Est. Cost $18.61 Unrealized -35.5%
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $56 Shares 1,193 Est. Cost $29.20 Unrealized
NULV NUVEEN ESG LARGE-CAP VALUE ETF 0.0%
Value ($000) $85 Shares 1,878 Est. Cost $35.60 Unrealized
LOUP INNOVATOR DEEPWATER FRONTIER TECH ETF 0.0%
Value ($000) $69 Shares 900 Est. Cost $40.37 Unrealized
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $23 Shares 276 Est. Cost $129.25 Unrealized -32.9%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value ($000) $89 Shares 970 Est. Cost $67.15 Unrealized
XPEV XPENG INC ADS 0.0%
Value ($000) $14 Shares 700 Est. Cost $36.04 Unrealized
CUZ COUSINS PPTYS INC COM NEW 0.0%
Value ($000) $18 Shares 693 Est. Cost $37.52 Unrealized
DYNAVAX TECHNOLOGIES CORP COM NEW 0.0%
Value ($000) $6 Shares 400 Est. Cost $11.35 Unrealized
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $137 Shares 572 Est. Cost $174.22 Unrealized +36.0%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $23 Shares 175 Est. Cost $102.10 Unrealized +32.0%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $35 Shares 890 Est. Cost $46.02 Unrealized -3.9%
CART MAPLEBEAR INC COM 0.0%
Value ($000) $12 Shares 261 Est. Cost $30.31 Unrealized +35.0%
DJTWW TRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529 0.0%
Value ($000) $14 Shares 2,000 Est. Cost $2.60 Unrealized
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value ($000) $15 Shares 2,786 Est. Cost $3.86 Unrealized
PDD PDD HOLDINGS INC SPONSORED ADS 0.0%
Value ($000) $13 Shares 112 Est. Cost $105.93 Unrealized
SBFG SB FINL GROUP INC COM 0.0%
Value ($000) $16 Shares 705 Est. Cost $13.78 Unrealized +50.2%
CODI COMPASS DIVERSIFIED SH BEN INT 0.0%
Value ($000) $5 Shares 1,144 Est. Cost $20.31 Unrealized -68.9%
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 0.0%
Value ($000) $52 Shares 1,273 Est. Cost $33.65 Unrealized
WSBC WESBANCO INC COM 0.0%
Value ($000) $51 Shares 1,548 Est. Cost $33.39 Unrealized -3.2%
GABELLI HLTHCARE & WELLNESS TR SHS 0.0%
Value ($000) $35 Shares 3,618 Est. Cost $10.00 Unrealized
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $30 Shares 175 Est. Cost $113.91 Unrealized +64.5%
SCHQ SCHWAB LONG-TERM U.S. TREASURY ETF 0.0%
Value ($000) $153 Shares 4,833 Est. Cost $33.79 Unrealized
SOHO SOTHERLY HOTELS INC COM 0.0%
Value ($000) $3 Shares 1,500 Est. Cost $1.68 Unrealized
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $26 Shares 165 Est. Cost $136.10 Unrealized +18.2%
NSEP INNOVATOR GROWTH-100 POWER BUFFER ETF - SEPTEMBER 0.0%
Value ($000) $105 Shares 3,600 Est. Cost $28.67 Unrealized
FTXL FIRST TRUST NASDAQ SEMICONDUCTOR ETF 0.0%
Value ($000) $14 Shares 111 Est. Cost $64.14 Unrealized
JBL JABIL INC COM 0.0%
Value ($000) $46 Shares 201 Est. Cost $153.55 Unrealized +38.9%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $251 Shares 7,233 Est. Cost $29.58 Unrealized
AI C3 AI INC CL A 0.0%
Value ($000) $7 Shares 505 Est. Cost $28.63 Unrealized -44.3%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.0%
Value ($000) $46 Shares 1,104 Est. Cost $36.07 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $42 Shares 477 Est. Cost $86.70 Unrealized +2.9%
EPS WISDOMTREE U.S. LARGECAP FUND 0.0%
Value ($000) $70 Shares 994 Est. Cost $48.36 Unrealized
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $10 Shares 101 Est. Cost $169.25 Unrealized -33.6%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $15 Shares 276 Est. Cost $38.50 Unrealized +44.2%
PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST 0.0%
Value ($000) $103 Shares 2,375 Est. Cost $29.70 Unrealized
LIVN LIVANOVA PLC SHS 0.0%
Value ($000) $12 Shares 200 Est. Cost $93.36 Unrealized -38.8%
NULG NUVEEN ESG LARGE-CAP GROWTH ETF 0.0%
Value ($000) $107 Shares 1,091 Est. Cost $59.94 Unrealized
OI O-I GLASS INC COM 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $9.43 Unrealized +40.3%
XNTK STATE STREET SPDR NYSE TECHNOLOGY ETF 0.0%
Value ($000) $85 Shares 307 Est. Cost $164.14 Unrealized
CPAY CORPAY INC COM SHS 0.0%
Value ($000) $42 Shares 138 Est. Cost $287.22 Unrealized +1.1%
Z ZILLOW GROUP INC CL C CAP STK 0.0%
Value ($000) $14 Shares 200 Est. Cost $42.49 Unrealized +70.4%
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $48 Shares 800 Est. Cost $61.50 Unrealized
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $7 Shares 25 Est. Cost $179.26 Unrealized +37.7%
MOH MOLINA HEALTHCARE INC COM 0.0%
Value ($000) $19 Shares 108 Est. Cost $361.00 Unrealized -54.5%
PFFD GLOBAL X U.S. PREFERRED ETF 0.0%
Value ($000) $70 Shares 3,707 Est. Cost $20.30 Unrealized
SOCL GLOBAL X SOCIAL MEDIA ETF 0.0%
Value ($000) $17 Shares 313 Est. Cost $55.97 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value ($000) $10 Shares 422 Est. Cost $14.78 Unrealized
SF STIFEL FINL CORP COM 0.0%
Value ($000) $18 Shares 143 Est. Cost $79.88 Unrealized +49.7%
MKL MARKEL GROUP INC COM 0.0%
Value ($000) $15 Shares 7 Est. Cost $1066.43 Unrealized +90.0%
RAL RALLIANT CORP COM 0.0%
Value ($000) $12 Shares 232 Est. Cost $49.24 Unrealized -4.8%
BDEC INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER 0.0%
Value ($000) $51 Shares 1,020 Est. Cost $41.86 Unrealized
GDEC FT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBER 0.0%
Value ($000) $55 Shares 1,457 Est. Cost $33.19 Unrealized
QLC FLEXSHARES US QUALITY LARGE CAP INDEX FUND 0.0%
Value ($000) $43 Shares 532 Est. Cost $53.86 Unrealized
CPSD CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - DECEMBER 0.0%
Value ($000) $76 Shares 2,938 Est. Cost $24.19 Unrealized
ETSY ETSY INC COM 0.0%
Value ($000) $8 Shares 150 Est. Cost $142.07 Unrealized -57.0%
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value ($000) $17 Shares 213 Est. Cost $58.83 Unrealized
EVIM EATON VANCE INTERMEDIATE MUNICIPAL INCOME ETF 0.0%
Value ($000) $149 Shares 2,804 Est. Cost $51.56 Unrealized
PFF ISHARES S&P U.S. PREFERRED STOCK ETF 0.0%
Value ($000) $77 Shares 2,471 Est. Cost $32.07 Unrealized
QMNV FT VEST NASDAQ-100 MODERATE BUFFER ETF - NOVEMBER 0.0%
Value ($000) $35 Shares 1,505 Est. Cost $20.20 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $114 Shares 629 Est. Cost $152.10 Unrealized
SAN BANCO SANTANDER SA ADR 0.0%
Value ($000) $15 Shares 1,292 Est. Cost $7.24 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $224 Shares 1,072 Est. Cost $177.92 Unrealized
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $67 Shares 946 Est. Cost $64.39 Unrealized
IT GARTNER INC COM 0.0%
Value ($000) $38 Shares 150 Est. Cost $400.85 Unrealized -40.0%
FENI FIDELITY ENHANCED INTERNATIONAL ETF 0.0%
Value ($000) $45 Shares 1,220 Est. Cost $35.28 Unrealized
EPAM EPAM SYS INC COM 0.0%
Value ($000) $6 Shares 29 Est. Cost $275.27 Unrealized -35.2%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $18 Shares 205 Est. Cost $119.02 Unrealized -23.5%
VNO VORNADO RLTY TR SH BEN INT 0.0%
Value ($000) $7 Shares 213 Est. Cost $37.02 Unrealized
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value ($000) $5 Shares 128 Est. Cost $41.87 Unrealized
JULT ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF 0.0%
Value ($000) $67 Shares 1,500 Est. Cost $26.00 Unrealized
IBHF ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF 0.0%
Value ($000) $251 Shares 10,894 Est. Cost $23.31 Unrealized
MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $140 Shares 1,518 Est. Cost $64.00 Unrealized
SW SMURFIT WESTROCK PLC SHS 0.0%
Value ($000) $15 Shares 381 Est. Cost $49.43 Unrealized -22.9%
USO UNITED STATES OIL FUND LP 0.0%
Value ($000) $22 Shares 315 Est. Cost $77.13 Unrealized
MSDL MORGAN STANLEY DIRECT LENDING COM SHS 0.0%
Value ($000) $59 Shares 3,555 Est. Cost $18.51 Unrealized -11.3%
NAUG INNOVATOR GROWTH-100 POWER BUFFER ETF - AUGUST 0.0%
Value ($000) $68 Shares 2,300 Est. Cost $28.95 Unrealized
ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF 0.0%
Value ($000) $72 Shares 1,379 Est. Cost $45.66 Unrealized
VIRTUS STONE HBR EMRG MKTS INC COM 0.0%
Value ($000) $108 Shares 21,650 Est. Cost $4.68 Unrealized
VLU STATE STREET SPDR S&P 1500 VALUE TILT ETF 0.0%
Value ($000) $44 Shares 210 Est. Cost $175.32 Unrealized
PTC PTC INC COM 0.0%
Value ($000) $8 Shares 47 Est. Cost $140.13 Unrealized +32.6%
RNR RENAISSANCERE HLDGS LTD COM 0.0%
Value ($000) $14 Shares 49 Est. Cost $263.34 Unrealized -0.1%
MTBA SIMPLIFY MBS ETF 0.0%
Value ($000) $170 Shares 3,365 Est. Cost $50.07 Unrealized
NNE NANO NUCLEAR ENERGY INC COM 0.0%
Value ($000) $2 Shares 90 Est. Cost $28.39 Unrealized +34.8%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $14 Shares 170 Est. Cost $84.15 Unrealized -2.5%
QMAG FT VEST NASDAQ-100 MODERATE BUFFER ETF - AUGUST 0.0%
Value ($000) $67 Shares 2,828 Est. Cost $23.22 Unrealized
VIOV VANGUARD S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $48 Shares 495 Est. Cost $85.57 Unrealized
GWRS GLOBAL WTR RES INC COM 0.0%
Value ($000) $6 Shares 666 Est. Cost $12.47 Unrealized -25.3%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $12 Shares 251 Est. Cost $41.94 Unrealized +9.2%
LUCD LUCID DIAGNOSTICS INC COM 0.0%
Value ($000) $16 Shares 15,000 Est. Cost $1.20 Unrealized -7.2%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $14 Shares 101 Est. Cost $92.47 Unrealized
BAPR INNOVATOR U.S. EQUITY BUFFER ETF - APRIL 0.0%
Value ($000) $53 Shares 1,100 Est. Cost $27.50 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $39 Shares 200 Est. Cost $101.62 Unrealized
L LOEWS CORP COM 0.0%
Value ($000) $25 Shares 238 Est. Cost $72.37 Unrealized +42.6%
DWLD DAVIS SELECT WORLDWIDE ETF 0.0%
Value ($000) $52 Shares 1,117 Est. Cost $24.97 Unrealized
KRE STATE STREET SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $41 Shares 638 Est. Cost $59.36 Unrealized
EMDM FIRST TRUST BLOOMBERG EMERGING MARKET DEMOCRACIES ETF 0.0%
Value ($000) $12 Shares 384 Est. Cost $22.77 Unrealized
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 0.0%
Value ($000) $69 Shares 1,986 Est. Cost $30.27 Unrealized
MT ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 0.0%
Value ($000) $6 Shares 123 Est. Cost $33.95 Unrealized
FLXS FLEXSTEEL INDS INC COM 0.0%
Value ($000) $7 Shares 168 Est. Cost $18.16 Unrealized +113.8%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $13 Shares 390 Est. Cost $26.47 Unrealized +24.3%
SIXG DEFIANCE CONNECTIVE TECHNOLOGIES ETF 0.0%
Value ($000) $33 Shares 524 Est. Cost $29.62 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $20 Shares 298 Est. Cost $87.59 Unrealized -21.0%
CPRJ CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF JULY 0.0%
Value ($000) $80 Shares 3,000 Est. Cost $24.82 Unrealized
OPFI OPPFI INC COM CL A 0.0%
Value ($000) $13 Shares 1,230 Est. Cost $6.02 Unrealized +68.4%
MGIC MAGIC SOFTWARE ENTERPRISES LTD ORD 0.0%
Value ($000) $5 Shares 200 Est. Cost $10.72 Unrealized +113.6%
STT STATE STR CORP COM 0.0%
Value ($000) $10 Shares 81 Est. Cost $58.21 Unrealized +104.4%
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $63.87 Unrealized +302.1%
XHB STATE STREET SPDR S&P HOMEBUILDERS ETF 0.0%
Value ($000) $13 Shares 131 Est. Cost $88.65 Unrealized
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $2 Shares 96 Est. Cost $40.16 Unrealized -33.4%
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $21 Shares 158 Est. Cost $119.38 Unrealized +32.4%
NTR NUTRIEN LTD COM 0.0%
Value ($000) $21 Shares 336 Est. Cost $52.47 Unrealized +12.2%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $14 Shares 563 Est. Cost $28.15 Unrealized -12.5%
HPQ HP INC COM 0.0%
Value ($000) $5 Shares 203 Est. Cost $25.29 Unrealized -0.1%
USGO US GOLDMINING INC COM 0.0%
Value ($000) $2 Shares 249 Est. Cost $9.83 Unrealized +11.7%
ZJUL INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JULY 0.0%
Value ($000) $87 Shares 3,000 Est. Cost $27.05 Unrealized
CBRE GBL REAL ESTATE INC FD COM 0.0%
Value ($000) $6 Shares 1,315 Est. Cost $4.96 Unrealized
DDEC FT VEST US EQUITY DEEP BUFFER ETF - DECEMBER 0.0%
Value ($000) $34 Shares 755 Est. Cost $39.35 Unrealized
AMG AFFILIATED MANAGERS GROUP INC COM 0.0%
Value ($000) $6 Shares 20 Est. Cost $97.25 Unrealized +165.8%
DJAN FT VEST US EQUITY DEEP BUFFER ETF - JANUARY 0.0%
Value ($000) $34 Shares 780 Est. Cost $37.67 Unrealized
BUFD FT VEST LADDERED DEEP BUFFER ETF 0.0%
Value ($000) $46 Shares 1,646 Est. Cost $23.33 Unrealized
FLEX FLEX LTD ORD 0.0%
Value ($000) $24 Shares 394 Est. Cost $39.18 Unrealized +57.7%
BSEP INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER 0.0%
Value ($000) $49 Shares 1,000 Est. Cost $32.12 Unrealized
BNOV INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $29.78 Unrealized
QDPL PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF 0.0%
Value ($000) $71 Shares 1,661 Est. Cost $36.04 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $276 Shares 457 Est. Cost $507.37 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $44 Shares 1,673 Est. Cost $35.77 Unrealized
TRI THOMSON REUTERS CORP COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $133.22 Unrealized +6.0%
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value ($000) $15 Shares 69 Est. Cost $202.68 Unrealized +9.0%
CODA CODA OCTOPUS GROUP INC COM NEW 0.0%
Value ($000) $7 Shares 727 Est. Cost $5.95 Unrealized +51.8%
PEXL PACER US EXPORT LEADERS ETF 0.0%
Value ($000) $16 Shares 255 Est. Cost $44.43 Unrealized
SCZ ISHARES MSCI EAFE SMALL CAP ETF 0.0%
Value ($000) $83 Shares 1,069 Est. Cost $56.56 Unrealized
RSPU INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF 0.0%
Value ($000) $49 Shares 662 Est. Cost $81.20 Unrealized
AEE AMEREN CORP COM 0.0%
Value ($000) $21 Shares 213 Est. Cost $78.82 Unrealized +29.4%
NLR VANECK URANIUM AND NUCLEAR ETF 0.0%
Value ($000) $10 Shares 80 Est. Cost $101.71 Unrealized
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.0%
Value ($000) $27 Shares 994 Est. Cost $24.67 Unrealized
SNOV FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - NOVEMBER 0.0%
Value ($000) $342 Shares 13,833 Est. Cost $22.60 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $14 Shares 105 Est. Cost $118.78 Unrealized +12.1%
BIZD VANECK BDC INCOME ETF 0.0%
Value ($000) $17 Shares 1,200 Est. Cost $16.75 Unrealized
METC RAMACO RES INC COM CL A 0.0%
Value ($000) $1 Shares 60 Est. Cost $23.24 Unrealized +13.0%
FNOV FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER 0.0%
Value ($000) $26 Shares 468 Est. Cost $47.82 Unrealized
GSM FERROGLOBE PLC SHS 0.0%
Value ($000) $46 Shares 10,000 Est. Cost $3.81 Unrealized +20.9%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $10 Shares 171 Est. Cost $33.84 Unrealized +58.3%
HUBB HUBBELL INC COM 0.0%
Value ($000) $29 Shares 65 Est. Cost $327.31 Unrealized +33.6%
FBCG FIDELITY BLUE CHIP GROWTH ETF 0.0%
Value ($000) $41 Shares 756 Est. Cost $42.26 Unrealized
BUFB INNOVATOR LADDERED ALLOCATION BUFFER ETF 0.0%
Value ($000) $37 Shares 1,000 Est. Cost $29.38 Unrealized
SNOW SNOWFLAKE INC COM SHS 0.0%
Value ($000) $32 Shares 144 Est. Cost $143.56 Unrealized +70.0%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $6 Shares 17 Est. Cost $238.38 Unrealized +29.8%
MARW ALLIANZIM U.S. EQUITY BUFFER20 MAR ETF 0.0%
Value ($000) $41 Shares 1,200 Est. Cost $28.72 Unrealized
DEA EASTERLY GOVT PPTYS INC COM SHS 0.0%
Value ($000) $11 Shares 500 Est. Cost $22.35 Unrealized
VTC VANGUARD TOTAL CORPORATE BOND ETF 0.0%
Value ($000) $91 Shares 1,170 Est. Cost $79.71 Unrealized
IMAY INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - MAY 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $28.24 Unrealized
SLVR SPROTT SILVER MINERS & PHYSICAL SILVER ETF 0.0%
Value ($000) $4 Shares 75 Est. Cost $44.33 Unrealized
ALCO ALICO INC COM 0.0%
Value ($000) $18 Shares 500 Est. Cost $26.37 Unrealized +31.9%
SKYT SKYWATER TECHNOLOGY INC COM 0.0%
Value ($000) $31 Shares 1,700 Est. Cost $7.36 Unrealized +136.1%
NAK NORTHERN DYNASTY MINERALS LTD COM NEW 0.0%
Value ($000) $2 Shares 1,100 Est. Cost $1.37 Unrealized +40.4%
FTA FIRST TRUST LARGE CAP VALUE ALPHADEX FUND 0.0%
Value ($000) $26 Shares 300 Est. Cost $62.77 Unrealized
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.0%
Value ($000) $8 Shares 197 Est. Cost $31.54 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $25 Shares 194 Est. Cost $116.48 Unrealized
JULW ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF 0.0%
Value ($000) $46 Shares 1,167 Est. Cost $34.54 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $8 Shares 21 Est. Cost $278.61 Unrealized +34.7%
GBDC GOLUB CAP BDC INC COM 0.0%
Value ($000) $94 Shares 6,936 Est. Cost $11.68 Unrealized +15.9%
VABS VIRTUS NEWFLEET ABS/MBS ETF 0.3%
Value ($000) $4,765 Shares 196,470 Est. Cost $24.55 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $179 Shares 365 Est. Cost $331.00 Unrealized +43.2%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $2 Shares 51 Est. Cost $96.75 Unrealized -39.3%
RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 0.0%
Value ($000) $95 Shares 1,948 Est. Cost $41.43 Unrealized
EATON VANCE ENHANCED EQUITY IN COM 0.0%
Value ($000) $38 Shares 1,852 Est. Cost $16.49 Unrealized
OCTT ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF 0.0%
Value ($000) $39 Shares 900 Est. Cost $26.67 Unrealized
XAUG FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - AUGUST 0.0%
Value ($000) $44 Shares 1,163 Est. Cost $33.74 Unrealized
QQQI NEOS NASDAQ 100 HIGH INCOME ETF 0.0%
Value ($000) $127 Shares 2,360 Est. Cost $51.54 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $69 Shares 932 Est. Cost $79.78 Unrealized -7.7%
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $19 Shares 436 Est. Cost $31.35 Unrealized
WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST 0.0%
Value ($000) $32 Shares 347 Est. Cost $74.32 Unrealized
FFLC FIDELITY FUNDAMENTAL LARGE CAP CORE ETF 0.0%
Value ($000) $27 Shares 499 Est. Cost $43.50 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $10 Shares 164 Est. Cost $60.26 Unrealized
EME EMCOR GROUP INC COM 0.0%
Value ($000) $12 Shares 20 Est. Cost $431.82 Unrealized +49.9%
ICOW PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF 0.0%
Value ($000) $13 Shares 331 Est. Cost $30.19 Unrealized
DFEB FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY 0.0%
Value ($000) $30 Shares 630 Est. Cost $41.41 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $11 Shares 129 Est. Cost $31.15 Unrealized +176.0%
CGHM CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF 0.0%
Value ($000) $47 Shares 1,841 Est. Cost $24.85 Unrealized
TMFC MOTLEY FOOL 100 INDEX ETF 0.0%
Value ($000) $43 Shares 599 Est. Cost $35.06 Unrealized
FEBW ALLIANZIM U.S. EQUITY BUFFER20 FEB ETF 0.0%
Value ($000) $31 Shares 900 Est. Cost $25.85 Unrealized
GAUG FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST 0.0%
Value ($000) $45 Shares 1,135 Est. Cost $34.77 Unrealized
APTV APTIV PLC COM SHS 0.0%
Value ($000) $5 Shares 72 Est. Cost $63.38 Unrealized +26.7%
TPYP TORTOISE NORTH AMERICAN PIPELINE FUND 0.0%
Value ($000) $22 Shares 630 Est. Cost $35.73 Unrealized
BMAR INNOVATOR U.S. EQUITY BUFFER ETF - MARCH 0.0%
Value ($000) $27 Shares 500 Est. Cost $34.66 Unrealized
RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF 0.0%
Value ($000) $18 Shares 500 Est. Cost $26.39 Unrealized
KEX KIRBY CORP COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $51.09 Unrealized +99.0%
PDSB PDS BIOTECHNOLOGY CORP COM 0.0%
Value ($000) $2 Shares 3,000 Est. Cost $3.02 Unrealized -70.2%
PWZ INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF 0.0%
Value ($000) $72 Shares 3,000 Est. Cost $24.70 Unrealized
BMAY INNOVATOR U.S. EQUITY BUFFER ETF - MAY 0.0%
Value ($000) $31 Shares 700 Est. Cost $42.20 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $7 Shares 300 Est. Cost $19.91 Unrealized +6.1%
HANCOCK JOHN TAX-ADVANTAGED DI COM 0.0%
Value ($000) $14 Shares 600 Est. Cost $19.17 Unrealized
CACI CACI INTL INC CL A 0.0%
Value ($000) $11 Shares 20 Est. Cost $292.85 Unrealized +93.0%
IFEB INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY 0.0%
Value ($000) $24 Shares 800 Est. Cost $25.99 Unrealized
QUS STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF 0.0%
Value ($000) $39 Shares 222 Est. Cost $122.59 Unrealized
DDWM WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND 0.0%
Value ($000) $16 Shares 378 Est. Cost $31.52 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $9 Shares 115 Est. Cost $134.84 Unrealized -40.5%
FNCL FIDELITY MSCI FINANCIALS INDEX ETF 0.0%
Value ($000) $36 Shares 460 Est. Cost $47.07 Unrealized
RUM RUMBLE INC COM CL A 0.0%
Value ($000) $4 Shares 700 Est. Cost $8.48 Unrealized -19.1%
VTRS VIATRIS INC COM 0.0%
Value ($000) $3 Shares 255 Est. Cost $12.03 Unrealized -10.9%
XERS XERIS BIOPHARMA HOLDINGS INC COM 0.0%
Value ($000) $17 Shares 2,200 Est. Cost $2.50 Unrealized +214.8%
QDEF FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND 0.0%
Value ($000) $53 Shares 650 Est. Cost $44.00 Unrealized
IJUL INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY 0.0%
Value ($000) $26 Shares 770 Est. Cost $21.49 Unrealized
DSEP FT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER 0.0%
Value ($000) $40 Shares 894 Est. Cost $36.43 Unrealized
TCBK TRICO BANCSHARES COM 0.0%
Value ($000) $10 Shares 211 Est. Cost $36.34 Unrealized +26.3%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $23 Shares 854 Est. Cost $14.70 Unrealized +72.7%
GABELLI GLOBL UTIL & INCOME TR COM SH BEN INT 0.0%
Value ($000) $10 Shares 533 Est. Cost $14.22 Unrealized
DJUL FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY 0.0%
Value ($000) $34 Shares 707 Est. Cost $34.77 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $4 Shares 22 Est. Cost $111.58 Unrealized +49.3%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $6 Shares 145 Est. Cost $32.60 Unrealized +26.3%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $16 Shares 178 Est. Cost $66.85 Unrealized
THNQ ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $70 Shares 1,100 Est. Cost $42.84 Unrealized
WTMF WISDOMTREE MANAGED FUTURES STRATEGY FUND 0.0%
Value ($000) $92 Shares 2,432 Est. Cost $35.82 Unrealized
NVT NVENT ELECTRIC PLC SHS 0.0%
Value ($000) $18 Shares 179 Est. Cost $50.66 Unrealized +104.5%
ACM AECOM COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $100.41 Unrealized +16.8%
INGR INGREDION INC COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $111.84 Unrealized +0.8%
IGPT INVESCO AI AND NEXT GEN SOFTWARE ETF 0.0%
Value ($000) $6 Shares 108 Est. Cost $53.84 Unrealized
PDP INVESCO DORSEY WRIGHT MOMENTUM ETF 0.0%
Value ($000) $41 Shares 356 Est. Cost $87.08 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $41 Shares 313 Est. Cost $104.13 Unrealized
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $10 Shares 87 Est. Cost $35.96 Unrealized +217.8%
ONON ON HLDG AG NAMEN AKT A 0.0%
Value ($000) $6 Shares 139 Est. Cost $31.08 Unrealized +38.7%
MOD MODINE MFG CO COM 0.0%
Value ($000) $9 Shares 66 Est. Cost $59.80 Unrealized +149.1%
PVAL PUTNAM FOCUSED LARGE CAP VALUE ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $36.30 Unrealized
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value ($000) $3 Shares 20 Est. Cost $89.40 Unrealized +64.8%
DRS LEONARDO DRS INC COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $32.70 Unrealized +12.7%
AYI ACUITY INC COM 0.0%
Value ($000) $13 Shares 36 Est. Cost $182.08 Unrealized +98.4%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $70 Shares 13 Est. Cost $2308.05 Unrealized +122.6%
XPO XPO INC COM 0.0%
Value ($000) $11 Shares 84 Est. Cost $45.66 Unrealized +198.4%
BJUL INNOVATOR U.S. EQUITY BUFFER ETF - JULY 0.0%
Value ($000) $25 Shares 500 Est. Cost $34.82 Unrealized
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.0%
Value ($000) $126 Shares 5,441 Est. Cost $23.09 Unrealized
OUST OUSTER INC COM NEW 0.0%
Value ($000) $2 Shares 100 Est. Cost $5.23 Unrealized +405.5%
HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW 0.0%
Value ($000) $21 Shares 600 Est. Cost $30.08 Unrealized
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $15 Shares 36 Est. Cost $346.39 Unrealized +19.9%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $17 Shares 1,479 Est. Cost $11.47 Unrealized
NUVEEN QUALITY MUNCP INCOME FD COM 0.0%
Value ($000) $19 Shares 1,611 Est. Cost $12.38 Unrealized
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.0%
Value ($000) $12 Shares 337 Est. Cost $34.67 Unrealized
AUGM FT VEST U.S. EQUITY MAX BUFFER ETF - AUGUST 0.0%
Value ($000) $46 Shares 1,363 Est. Cost $31.86 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.0%
Value ($000) $93 Shares 657 Est. Cost $114.81 Unrealized
SGI SOMNIGROUP INTERNATIONAL INC COM 0.0%
Value ($000) $9 Shares 102 Est. Cost $50.11 Unrealized +74.3%
ARGX ARGENX SE SPONSORED ADR 0.0%
Value ($000) $4 Shares 5 Est. Cost $621.02 Unrealized
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES 0.0%
Value ($000) $22 Shares 448 Est. Cost $25.69 Unrealized
WESTERN ASSET INVESTMENT GRADE COM 0.0%
Value ($000) $19 Shares 1,501 Est. Cost $11.63 Unrealized
OIH VANECK OIL SERVICES ETF 0.0%
Value ($000) $6 Shares 20 Est. Cost $200.00 Unrealized
HSIC HENRY SCHEIN INC COM 0.0%
Value ($000) $4 Shares 54 Est. Cost $55.88 Unrealized +25.9%
ATMU ATMUS FILTRATION TECHNOLOGIES COM 0.0%
Value ($000) $4 Shares 72 Est. Cost $27.35 Unrealized +76.7%
FLG FLAGSTAR BANK NATIONAL ASSOCIA COM NEW 0.0%
Value ($000) $6 Shares 466 Est. Cost $10.59 Unrealized +12.9%
PTF INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF 0.0%
Value ($000) $22 Shares 291 Est. Cost $68.68 Unrealized
EZM WISDOMTREE U.S. MIDCAP FUND 0.0%
Value ($000) $37 Shares 547 Est. Cost $55.25 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $8 Shares 468 Est. Cost $21.55 Unrealized
MORN MORNINGSTAR INC COM 0.0%
Value ($000) $7 Shares 33 Est. Cost $215.18 Unrealized +0.6%
ALSN ALLISON TRANSMISSION HLDGS INC COM 0.0%
Value ($000) $4 Shares 37 Est. Cost $104.97 Unrealized -16.6%
ATLX ATLAS LITHIUM CORP COM NEW 0.0%
Value ($000) $4 Shares 900 Est. Cost $5.95 Unrealized -15.3%
GH GUARDANT HEALTH INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $54.40 Unrealized +64.5%
WCC WESCO INTL INC COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $176.41 Unrealized +38.8%
OUT OUTFRONT MEDIA INC COM NEW 0.0%
Value ($000) $2 Shares 80 Est. Cost $17.74 Unrealized
PUK PRUDENTIAL PLC ADR 0.0%
Value ($000) $5 Shares 145 Est. Cost $23.87 Unrealized
GFEB FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY 0.0%
Value ($000) $20 Shares 472 Est. Cost $36.77 Unrealized
JULU ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $26.48 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $38 Shares 343 Est. Cost $114.37 Unrealized
BPOP POPULAR INC COM NEW 0.0%
Value ($000) $22 Shares 180 Est. Cost $93.56 Unrealized +25.8%
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value ($000) $13 Shares 56 Est. Cost $146.76 Unrealized +57.6%
CVLT COMMVAULT SYS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $160.92 Unrealized -12.6%
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $7 Shares 108 Est. Cost $51.00 Unrealized +35.1%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $13 Shares 219 Est. Cost $56.53 Unrealized +5.7%
FSIG FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF 0.0%
Value ($000) $55 Shares 2,889 Est. Cost $18.80 Unrealized
HLIO HELIOS TECHNOLOGIES INC COM 0.0%
Value ($000) $17 Shares 321 Est. Cost $30.14 Unrealized +78.9%
ACLS AXCELIS TECHNOLOGIES INC COM NEW 0.0%
Value ($000) $2 Shares 25 Est. Cost $64.60 Unrealized +29.6%
NI NISOURCE INC COM 0.0%
Value ($000) $12 Shares 280 Est. Cost $25.67 Unrealized +66.0%
FMAT FIDELITY MSCI MATERIALS INDEX ETF 0.0%
Value ($000) $33 Shares 626 Est. Cost $45.72 Unrealized
NYF ISHARES NEW YORK MUNI BOND ETF 0.0%
Value ($000) $119 Shares 2,226 Est. Cost $54.03 Unrealized
ING ING GROEP N.V. SPONSORED ADR 0.0%
Value ($000) $6 Shares 222 Est. Cost $23.04 Unrealized
PTH INVESCO DORSEY WRIGHT HEALTHCARE MOMENTUM ETF 0.0%
Value ($000) $4 Shares 75 Est. Cost $62.99 Unrealized
BAUG INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST 0.0%
Value ($000) $20 Shares 400 Est. Cost $33.01 Unrealized
IX ORIX CORP SPONSORED ADR 0.0%
Value ($000) $4 Shares 135 Est. Cost $27.73 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $11 Shares 135 Est. Cost $62.37 Unrealized +26.6%
PBDE PGIM S&P 500 BUFFER 20 ETF - DECEMBER 0.0%
Value ($000) $15 Shares 500 Est. Cost $25.99 Unrealized
PUTNAM PREMIER INCOME TR SH BEN INT 0.0%
Value ($000) $10 Shares 2,777 Est. Cost $3.52 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $37 Shares 357 Est. Cost $91.05 Unrealized
CNXN PC CONNECTION INC COM 0.0%
Value ($000) $6 Shares 97 Est. Cost $46.92 Unrealized +26.4%
POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER 0.0%
Value ($000) $22 Shares 500 Est. Cost $39.52 Unrealized
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $12 Shares 208 Est. Cost $40.33 Unrealized +35.0%
BOCT INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER 0.0%
Value ($000) $20 Shares 400 Est. Cost $38.47 Unrealized
SPDV AAM S&P 500 HIGH DIVIDEND VALUE ETF 0.0%
Value ($000) $60 Shares 1,733 Est. Cost $30.41 Unrealized
FXG FIRST TRUST CONSUMER STAPLES ALPHADEX FUND 0.0%
Value ($000) $15 Shares 244 Est. Cost $62.14 Unrealized
CORZW CORE SCIENTIFIC INC NEW WT EXP 012327 0.0%
Value ($000) $1 Shares 126 Est. Cost $1.33 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $3 Shares 32 Est. Cost $41.55 Unrealized +83.7%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $12 Shares 123 Est. Cost $93.69 Unrealized
IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF 0.0%
Value ($000) $13 Shares 156 Est. Cost $76.68 Unrealized
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $6 Shares 57 Est. Cost $77.65 Unrealized +30.1%
GIL GILDAN ACTIVEWEAR INC COM 0.0%
Value ($000) $5 Shares 83 Est. Cost $49.30 Unrealized +20.6%
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.0%
Value ($000) $2 Shares 116 Est. Cost $25.23 Unrealized -14.8%
DTCR GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF 0.0%
Value ($000) $13 Shares 605 Est. Cost $16.55 Unrealized
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $1 Shares 25 Est. Cost $74.78 Unrealized -30.7%
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.0%
Value ($000) $69 Shares 1,759 Est. Cost $40.96 Unrealized
JOET VIRTUS TERRANOVA US QUALITY MOMENTUM ETF 0.0%
Value ($000) $21 Shares 499 Est. Cost $27.75 Unrealized
AVAV AEROVIRONMENT INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $195.72 Unrealized +60.6%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $4 Shares 13 Est. Cost $248.61 Unrealized +9.5%
CORZZ CORE SCIENTIFIC INC NEW WT EXP 012329 0.0%
Value ($000) $2 Shares 105 Est. Cost $2.40 Unrealized
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $14 Shares 148 Est. Cost $75.21 Unrealized
DT DYNATRACE INC COM NEW 0.0%
Value ($000) $3 Shares 69 Est. Cost $54.70 Unrealized -14.8%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $29 Shares 759 Est. Cost $28.41 Unrealized +36.8%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $1 Shares 56 Est. Cost $40.46 Unrealized
BBMC JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF 0.0%
Value ($000) $12 Shares 111 Est. Cost $94.74 Unrealized
FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF 0.0%
Value ($000) $52 Shares 633 Est. Cost $53.60 Unrealized
CQP CHENIERE ENERGY PARTNERS LP COM UNIT 0.0%
Value ($000) $53 Shares 1,000 Est. Cost $49.39 Unrealized
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $6 Shares 9 Est. Cost $478.97 Unrealized +42.2%
ELF E L F BEAUTY INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $119.94 Unrealized -17.9%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $74.29 Unrealized -6.5%
ENSG ENSIGN GROUP INC COM 0.0%
Value ($000) $41 Shares 236 Est. Cost $118.84 Unrealized +51.1%
MNA NYLI MERGER ARBITRAGE ETF 0.0%
Value ($000) $109 Shares 3,052 Est. Cost $31.88 Unrealized
CFLT CONFLUENT INC CLASS A COM 0.0%
Value ($000) $1 Shares 32 Est. Cost $28.96 Unrealized -15.2%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $4 Shares 69 Est. Cost $80.79 Unrealized -36.5%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $3 Shares 2 Est. Cost $743.93 Unrealized +87.7%
VTWG VANGUARD RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $27 Shares 115 Est. Cost $197.23 Unrealized
ATR APTARGROUP INC COM 0.0%
Value ($000) $3 Shares 28 Est. Cost $120.95 Unrealized +1.7%
SVC SERVICE PPTYS TR COM SH BEN INT 0.0%
Value ($000) $1 Shares 375 Est. Cost $7.69 Unrealized
NEO NEOGENOMICS INC COM NEW 0.0%
Value ($000) $1 Shares 80 Est. Cost $27.71 Unrealized -61.1%
FLCH FRANKLIN FTSE CHINA ETF 0.0%
Value ($000) $3 Shares 146 Est. Cost $16.04 Unrealized
MAGA POINT BRIDGE AMERICA FIRST ETF 0.0%
Value ($000) $15 Shares 283 Est. Cost $49.02 Unrealized
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.0%
Value ($000) $4 Shares 179 Est. Cost $35.74 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $7 Shares 82 Est. Cost $56.94 Unrealized +51.7%
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value ($000) $15 Shares 125 Est. Cost $83.63 Unrealized
CPSN CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - NOVEMBER 0.0%
Value ($000) $27 Shares 1,015 Est. Cost $25.29 Unrealized
BRKR BRUKER CORP COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $51.78 Unrealized -18.5%
FSEP FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER 0.0%
Value ($000) $15 Shares 300 Est. Cost $40.33 Unrealized
FENY FIDELITY MSCI ENERGY INDEX ETF 0.0%
Value ($000) $117 Shares 4,720 Est. Cost $20.66 Unrealized
FER FERROVIAL SE ORD SHS 0.0%
Value ($000) $3 Shares 51 Est. Cost $53.87 Unrealized +18.2%
QSPT FT VEST NASDAQ-100 BUFFER ETF - SEPTEMBER 0.0%
Value ($000) $15 Shares 485 Est. Cost $23.82 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $12 Shares 163 Est. Cost $60.40 Unrealized
BCI ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF 0.0%
Value ($000) $3 Shares 150 Est. Cost $20.77 Unrealized
PBI PITNEY BOWES INC COM 0.0%
Value ($000) $4 Shares 406 Est. Cost $11.65 Unrealized -11.0%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $12 Shares 228 Est. Cost $42.87 Unrealized
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value ($000) $16 Shares 136 Est. Cost $86.62 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $7 Shares 40 Est. Cost $108.68 Unrealized +55.3%
GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $14 Shares 331 Est. Cost $29.84 Unrealized
SPYX STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.0%
Value ($000) $12 Shares 219 Est. Cost $58.69 Unrealized
IAUG INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF AUGUST 0.0%
Value ($000) $14 Shares 500 Est. Cost $24.22 Unrealized
IEX IDEX CORP COM 0.0%
Value ($000) $3 Shares 19 Est. Cost $142.68 Unrealized +19.7%
KOSS KOSS CORP COM 0.0%
Value ($000) $1 Shares 300 Est. Cost $4.04 Unrealized +18.9%
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $14 Shares 84 Est. Cost $108.90 Unrealized
KBWB INVESCO KBW BANK ETF 0.0%
Value ($000) $4 Shares 46 Est. Cost $64.30 Unrealized
CWH CAMPING WORLD HLDGS INC CL A 0.0%
Value ($000) $0 Shares 45 Est. Cost $26.75 Unrealized -54.2%
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $15 Shares 118 Est. Cost $112.85 Unrealized
NEOG NEOGEN CORP COM 0.0%
Value ($000) $1 Shares 209 Est. Cost $20.14 Unrealized -68.8%
NDIA GLOBAL X INDIA ACTIVE ETF 0.0%
Value ($000) $7 Shares 233 Est. Cost $28.66 Unrealized
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $3 Shares 88 Est. Cost $32.11 Unrealized +2.3%
SFM SPROUTS FMRS MKT INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $141.42 Unrealized -36.6%
CME CME GROUP INC COM 0.0%
Value ($000) $17 Shares 64 Est. Cost $219.39 Unrealized +23.4%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $11 Shares 248 Est. Cost $38.00 Unrealized +20.3%
BBW BUILD-A-BEAR WORKSHOP INC COM 0.0%
Value ($000) $4 Shares 70 Est. Cost $58.54 Unrealized -7.3%
CPNG COUPANG INC CL A 0.0%
Value ($000) $1 Shares 30 Est. Cost $25.22 Unrealized +12.8%
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $15 Shares 198 Est. Cost $20.55 Unrealized +265.4%
CTVA CORTEVA INC COM 0.0%
Value ($000) $31 Shares 467 Est. Cost $48.47 Unrealized +33.2%
BLACKROCK SCIENCE & TECHNOLOGY SHS 0.0%
Value ($000) $13 Shares 313 Est. Cost $34.44 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $60 Shares 495 Est. Cost $100.38 Unrealized
IQ IQIYI INC SPONSORED ADS 0.0%
Value ($000) $1 Shares 400 Est. Cost $23.06 Unrealized
UFPI UFP INDUSTRIES INC COM 0.0%
Value ($000) $9 Shares 104 Est. Cost $128.88 Unrealized -29.0%
YETI YETI HLDGS INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $37.62 Unrealized +2.2%
BWZ SPDR BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF 0.0%
Value ($000) $28 Shares 1,027 Est. Cost $25.34 Unrealized
ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 0.0%
Value ($000) $2 Shares 181 Est. Cost $8.27 Unrealized
KKR KKR & CO INC COM 0.0%
Value ($000) $14 Shares 109 Est. Cost $32.18 Unrealized +286.2%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $5 Shares 23 Est. Cost $189.99 Unrealized +12.5%
ZETA ZETA GLOBAL HOLDINGS CORP CL A 0.0%
Value ($000) $10 Shares 500 Est. Cost $25.26 Unrealized -26.0%
FSLY FASTLY INC CL A 0.0%
Value ($000) $1 Shares 147 Est. Cost $8.36 Unrealized +18.0%
SPBO STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF 0.0%
Value ($000) $43 Shares 1,474 Est. Cost $29.21 Unrealized
TXT TEXTRON INC COM 0.0%
Value ($000) $8 Shares 88 Est. Cost $70.23 Unrealized +19.1%
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 0.0%
Value ($000) $15 Shares 113 Est. Cost $90.34 Unrealized
RFV INVESCO S&P MIDCAP 400 PURE VALUE ETF 0.0%
Value ($000) $63 Shares 496 Est. Cost $116.43 Unrealized
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $18 Shares 85 Est. Cost $177.85 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $1 Shares 137 Est. Cost $4.81 Unrealized
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $205.35 Unrealized +29.2%
ITGR INTEGER HLDGS CORP COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $133.36 Unrealized -40.2%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 135 Est. Cost $6.75 Unrealized +21.9%
BMNR BITMINE IMMERSION TECNOLOGIES COM NEW 0.0%
Value ($000) $0 Shares 9 Est. Cost $50.65 Unrealized -20.0%
BIDU BAIDU INC SPON ADR REP A 0.0%
Value ($000) $26 Shares 200 Est. Cost $120.00 Unrealized
USCI UNITED STATES COMMODITY INDEX FUND 0.0%
Value ($000) $60 Shares 775 Est. Cost $60.95 Unrealized
CXT CRANE NXT CO COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $56.64 Unrealized +4.1%
CPNS CALAMOS NASDAQ-100 STRUCTURED ALT PROTECTION ETF - SEPTEMBER 0.0%
Value ($000) $22 Shares 810 Est. Cost $25.38 Unrealized
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.0%
Value ($000) $22 Shares 201 Est. Cost $102.08 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $4.19 Unrealized +74.2%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $1 Shares 15 Est. Cost $75.06 Unrealized +12.5%
IMFL INVESCO INTERNATIONAL DEVELOPED DYNAMIC MULTIFACTOR ETF 0.0%
Value ($000) $3 Shares 101 Est. Cost $24.61 Unrealized
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.0%
Value ($000) $11 Shares 178 Est. Cost $50.56 Unrealized
IAK ISHARES U.S. INSURANCE ETF 0.0%
Value ($000) $14 Shares 100 Est. Cost $129.05 Unrealized
ITEQ AMPLIFY BLUESTAR ISRAEL TECHNOLOGY ETF 0.0%
Value ($000) $20 Shares 352 Est. Cost $51.53 Unrealized
SPYI NEOS S&P 500 HIGH INCOME ETF 0.0%
Value ($000) $48 Shares 910 Est. Cost $49.36 Unrealized
FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $49 Shares 1,600 Est. Cost $30.71 Unrealized
PSFF PACER SWAN SOS FUND OF FUNDS ETF 0.0%
Value ($000) $9 Shares 281 Est. Cost $30.48 Unrealized
HUYA HUYA INC ADS REP SHS A 0.0%
Value ($000) $1 Shares 460 Est. Cost $10.58 Unrealized
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $96.85 Unrealized +24.5%
SJNK SPDR BARCLAYS CAPITAL SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $45 Shares 1,761 Est. Cost $24.93 Unrealized
REXR REXFORD INDL RLTY INC COM 0.0%
Value ($000) $4 Shares 103 Est. Cost $56.32 Unrealized
STRL STERLING INFRASTRUCTURE INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $172.73 Unrealized +99.5%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $202.05 Unrealized -12.4%
TOST TOAST INC CL A 0.0%
Value ($000) $7 Shares 196 Est. Cost $31.36 Unrealized +15.0%
CALX CALIX INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $35.21 Unrealized +65.4%
FNDB SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF 0.0%
Value ($000) $6 Shares 231 Est. Cost $38.96 Unrealized
PTLO PORTILLOS INC COM CL A 0.0%
Value ($000) $0 Shares 100 Est. Cost $12.86 Unrealized -59.4%
ACWX ISHARES MSCI ACWI EX U.S. ETF 0.0%
Value ($000) $6 Shares 90 Est. Cost $55.46 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $3 Shares 4 Est. Cost $615.89 Unrealized +32.4%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $216.71 Unrealized -33.9%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $6 Shares 86 Est. Cost $47.45 Unrealized +40.8%
BFH BREAD FINANCIAL HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.06 Unrealized +17.1%
MOG/A MOOG INC CL A 0.0%
Value ($000) $1 Shares 5 Est. Cost $203.82 Unrealized +7.5%
CXDO CREXENDO INC COM 0.0%
Value ($000) $39 Shares 6,000 Est. Cost $5.35 Unrealized +22.3%
CORZ CORE SCIENTIFIC INC NEW COM 0.0%
Value ($000) $1 Shares 53 Est. Cost $10.11 Unrealized +72.4%
PNQI INVESCO NASDAQ INTERNET ETF 0.0%
Value ($000) $5 Shares 95 Est. Cost $55.82 Unrealized
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $2 Shares 10 Est. Cost $165.14 Unrealized +0.9%
NUSC NUVEEN ESG SMALL-CAP ETF 0.0%
Value ($000) $14 Shares 320 Est. Cost $41.14 Unrealized
FLNG FLEX LNG LTD SHS 0.0%
Value ($000) $17 Shares 700 Est. Cost $22.73 Unrealized +10.1%
GIGB GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $18 Shares 394 Est. Cost $47.19 Unrealized
PEN PENUMBRA INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $270.50 Unrealized +2.1%
RMBS RAMBUS INC DEL COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $50.98 Unrealized +93.0%
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $254.85 Unrealized +6.4%
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value ($000) $6 Shares 52 Est. Cost $100.30 Unrealized +2.8%
SGVT SCHWAB GOVERNMENT MONEY MARKET ETF 0.0%
Value ($000) $202 Shares 2,006 Est. Cost $100.62 Unrealized
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $7 Shares 120 Est. Cost $71.39 Unrealized -22.7%
SPGP INVESCO S&P 500 GARP ETF 0.0%
Value ($000) $43 Shares 376 Est. Cost $96.61 Unrealized
AMTM AMENTUM HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $25.70 Unrealized -0.5%
LRGF ISHARES U.S. EQUITY FACTOR ETF 0.0%
Value ($000) $33 Shares 477 Est. Cost $44.90 Unrealized
PZZA PAPA JOHNS INTL INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $61.81 Unrealized -29.9%
LGOV FIRST TRUST LONG DURATION OPPORTUNITIES ETF 0.0%
Value ($000) $31 Shares 1,407 Est. Cost $21.39 Unrealized
ILCB ISHARES MORNINGSTAR U.S. EQUITY ETF 0.0%
Value ($000) $8 Shares 82 Est. Cost $62.10 Unrealized
SDY STATE STREET SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $25 Shares 178 Est. Cost $94.67 Unrealized
GBIL ACCESS TREASURY 0-1 YEAR ETF 0.0%
Value ($000) $57 Shares 570 Est. Cost $99.79 Unrealized
MFS CHARTER INCOME TR SH BEN INT 0.0%
Value ($000) $7 Shares 1,046 Est. Cost $6.31 Unrealized
HLI HOULIHAN LOKEY INC CL A 0.0%
Value ($000) $1 Shares 5 Est. Cost $172.39 Unrealized +6.2%
CSW CSW INDUSTRIALS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $387.04 Unrealized -31.2%
INSM INSMED INC COM PAR $.01 0.0%
Value ($000) $1 Shares 5 Est. Cost $122.51 Unrealized +49.0%
ROSC HARTFORD MULTIFACTOR SMALL CAP ETF 0.0%
Value ($000) $4 Shares 79 Est. Cost $39.54 Unrealized
DBX DROPBOX INC CL A 0.0%
Value ($000) $2 Shares 62 Est. Cost $29.07 Unrealized +0.2%
INVH INVITATION HOMES INC COM 0.0%
Value ($000) $3 Shares 96 Est. Cost $30.04 Unrealized -8.0%
IVT INVENTRUST PPTYS CORP COM NEW 0.0%
Value ($000) $14 Shares 488 Est. Cost $30.59 Unrealized
VYGR VOYAGER THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $8.44 Unrealized
NCNO NCINO INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $29.22 Unrealized -13.1%
CPST CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - SEPTEMBER 0.0%
Value ($000) $8 Shares 301 Est. Cost $25.32 Unrealized
EVSM EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF 0.0%
Value ($000) $112 Shares 2,225 Est. Cost $49.84 Unrealized
PRIM PRIMORIS SVCS CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $72.31 Unrealized +80.6%
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 12 Est. Cost $42.36 Unrealized
FRME FIRST MERCHANTS CORP COM 0.0%
Value ($000) $24 Shares 650 Est. Cost $28.54 Unrealized +28.9%
CRH CRH PLC ORD 0.0%
Value ($000) $4 Shares 29 Est. Cost $97.65 Unrealized +22.0%
TDW TIDEWATER INC NEW COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $64.75 Unrealized -18.4%
MEAR ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF 0.0%
Value ($000) $24 Shares 472 Est. Cost $50.18 Unrealized
GDL FD COM SH BEN IT 0.0%
Value ($000) $15 Shares 1,717 Est. Cost $7.85 Unrealized
ST SENSATA TECHNOLOGIES HLDG PLC SHS 0.0%
Value ($000) $2 Shares 50 Est. Cost $44.29 Unrealized -27.8%
E ENI S P A SPONSORED ADR 0.0%
Value ($000) $2 Shares 46 Est. Cost $30.52 Unrealized
SRRK SCHOLAR ROCK HLDG CORP COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $34.98 Unrealized +7.2%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $1 Shares 8 Est. Cost $91.00 Unrealized +6.4%
IXG ISHARES GLOBAL FINANCIALS ETF 0.0%
Value ($000) $3 Shares 26 Est. Cost $78.77 Unrealized
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 0.0%
Value ($000) $5 Shares 114 Est. Cost $28.77 Unrealized
KDEC INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - DECEMBER 0.0%
Value ($000) $46 Shares 1,800 Est. Cost $23.98 Unrealized
VTS VITESSE ENERGY INC COMMON STOCK 0.0%
Value ($000) $1 Shares 33 Est. Cost $18.14 Unrealized +17.7%
CLH CLEAN HARBORS INC COM 0.0%
Value ($000) $14 Shares 58 Est. Cost $246.36 Unrealized -7.3%
NUMG NUVEEN ESG MID-CAP GROWTH ETF 0.0%
Value ($000) $7 Shares 140 Est. Cost $42.92 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $6 Shares 241 Est. Cost $13.75 Unrealized +70.5%
GOVI INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF 0.0%
Value ($000) $17 Shares 616 Est. Cost $27.88 Unrealized
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $10.90 Unrealized +48.2%
HYDR GLOBAL X HYDROGEN ETF 0.0%
Value ($000) $2 Shares 48 Est. Cost $17.04 Unrealized
CGNG CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF 0.0%
Value ($000) $4 Shares 125 Est. Cost $30.90 Unrealized
CM CANADIAN IMPERIAL BANK OF COMM COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $75.26 Unrealized +14.0%
KBE STATE STREET SPDR S&P BANK ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $52.00 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $14 Shares 43 Est. Cost $173.24 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $6 Shares 72 Est. Cost $70.81 Unrealized +27.9%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 11 Est. Cost $9.12 Unrealized
LGND LIGAND PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $2 Shares 10 Est. Cost $113.04 Unrealized +70.0%
HOLX HOLOGIC INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $66.26 Unrealized +10.3%
IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS 0.0%
Value ($000) $1 Shares 6 Est. Cost $121.33 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.0%
Value ($000) $68 Shares 405 Est. Cost $88.41 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $332.10 Unrealized +33.3%
DMLP DORCHESTER MINERALS LP COM UNIT 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.09 Unrealized
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.0%
Value ($000) $37 Shares 750 Est. Cost $49.55 Unrealized
VVV VALVOLINE INC COM 0.0%
Value ($000) $0 Shares 17 Est. Cost $40.01 Unrealized -19.7%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $29 Shares 543 Est. Cost $53.52 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $52.10 Unrealized +10.0%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $1 Shares 52 Est. Cost $11.21 Unrealized +54.9%
VIRTUS DIVIDEND INTEREST & PR COM 0.0%
Value ($000) $12 Shares 897 Est. Cost $12.21 Unrealized
LION LIONSGATE STUDIOS CORP COM 0.0%
Value ($000) $0 Shares 48 Est. Cost $6.43 Unrealized +10.6%
BLD TOPBUILD CORP COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $320.06 Unrealized +34.0%
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 0.0%
Value ($000) $2 Shares 52 Est. Cost $26.98 Unrealized
GATX GATX CORP COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $157.11 Unrealized +4.6%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $18 Shares 46 Est. Cost $284.57 Unrealized
CTEC GLOBAL X CLEANTECH ETF 0.0%
Value ($000) $2 Shares 36 Est. Cost $50.25 Unrealized
ELD WISDOMTREE EMERGING MARKETS LOCAL DEBT FUND 0.0%
Value ($000) $7 Shares 227 Est. Cost $27.35 Unrealized
IJAN INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY 0.0%
Value ($000) $4 Shares 100 Est. Cost $31.29 Unrealized
WAFD WAFD INC COM 0.0%
Value ($000) $2 Shares 55 Est. Cost $28.49 Unrealized +7.0%
CNRG STATE STREET SPDR S&P KENSHO CLEAN POWER ETF 0.0%
Value ($000) $2 Shares 18 Est. Cost $82.07 Unrealized
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $44.77 Unrealized
SM SM ENERGY CO COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $38.73 Unrealized -48.3%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $1 Shares 260 Est. Cost $22.48 Unrealized -88.4%
PEGA PEGASYSTEMS INC COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $44.76 Unrealized +30.9%
SNA SNAP ON INC COM 0.0%
Value ($000) $16 Shares 47 Est. Cost $276.91 Unrealized +23.0%
ELME ELME COMMUNITIES SH BEN INT 0.0%
Value ($000) $3 Shares 167 Est. Cost $14.60 Unrealized
GAIN GLADSTONE INVT CORP COM 0.0%
Value ($000) $8 Shares 600 Est. Cost $9.06 Unrealized +49.6%
ACIW ACI WORLDWIDE INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $53.19 Unrealized -8.8%
SR SPIRE INC COM 0.0%
Value ($000) $6 Shares 75 Est. Cost $66.67 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $127.72 Unrealized -78.7%
MASI MASIMO CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $173.51 Unrealized -17.5%
REET ISHARES GLOBAL REIT ETF 0.0%
Value ($000) $4 Shares 142 Est. Cost $23.68 Unrealized
TDTF FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND 0.0%
Value ($000) $7 Shares 287 Est. Cost $25.48 Unrealized
MAGS ROUNDHILL MAGNIFICENT SEVEN ETF 0.0%
Value ($000) $5 Shares 78 Est. Cost $47.04 Unrealized
OCTH INNOVATOR PREMIUM INCOME 20 BARRIER ETF - OCTOBER 0.0%
Value ($000) $19 Shares 800 Est. Cost $24.16 Unrealized
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $1 Shares 8 Est. Cost $143.95 Unrealized +18.7%
HYLN HYLIION HOLDINGS CORP COMMON STOCK 0.0%
Value ($000) $1 Shares 637 Est. Cost $4.42 Unrealized -54.4%
GT GOODYEAR TIRE & RUBR CO COM 0.0%
Value ($000) $1 Shares 65 Est. Cost $15.34 Unrealized -48.6%
SNX TD SYNNEX CORPORATION COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $95.20 Unrealized +60.5%
VCEL VERICEL CORP COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $50.62 Unrealized -27.4%
DNL WISDOMTREE GLOBAL EX-U.S. QUALITY GROWTH FUND 0.0%
Value ($000) $5 Shares 112 Est. Cost $37.91 Unrealized
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $36.41 Unrealized +5.1%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $18.16 Unrealized +103.7%
SKY CHAMPION HOMES INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $96.68 Unrealized -18.5%
PIPR PIPER SANDLER COMPANIES COM 0.0%
Value ($000) $4 Shares 11 Est. Cost $187.94 Unrealized +79.8%
NUEM NUVEEN ESG EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $26 Shares 725 Est. Cost $31.73 Unrealized
PIMCO INCOME STRATEGY FD II COM 0.0%
Value ($000) $7 Shares 885 Est. Cost $7.17 Unrealized
SN SHARKNINJA INC COM SHS 0.0%
Value ($000) $1 Shares 9 Est. Cost $101.80 Unrealized -3.2%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $8 Shares 150 Est. Cost $36.86 Unrealized +25.4%
NWLG NUVEEN WINSLOW LARGE-CAP GROWTH ESG ETF 0.0%
Value ($000) $7 Shares 197 Est. Cost $30.30 Unrealized
BBSC JPMORGAN BETABUILDERS U.S. SMALL CAP EQUITY FUND 0.0%
Value ($000) $11 Shares 152 Est. Cost $67.36 Unrealized
SLVM SYLVAMO CORP COMMON STOCK 0.0%
Value ($000) $1 Shares 18 Est. Cost $41.75 Unrealized +8.0%
LBTYK LIBERTY GLOBAL LTD COM CL C 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.07 Unrealized +22.6%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $0 Shares 17 Est. Cost $13.07 Unrealized +3.2%
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.0%
Value ($000) $9 Shares 412 Est. Cost $18.62 Unrealized
AVMV AVANTIS U.S. MID CAP VALUE ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $68.90 Unrealized
PRCT PROCEPT BIOROBOTICS CORP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $68.28 Unrealized -51.4%
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 0.0%
Value ($000) $5 Shares 78 Est. Cost $53.31 Unrealized
UFPT UFP TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $291.03 Unrealized -26.4%
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $2 Shares 39 Est. Cost $41.41 Unrealized
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $26 Shares 111 Est. Cost $130.34 Unrealized
BOOT BOOT BARN HLDGS INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $147.71 Unrealized +26.3%
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value ($000) $2 Shares 45 Est. Cost $47.50 Unrealized -3.6%
OCTJ INNOVATOR PREMIUM INCOME 30 BARRIER ETF - OCTOBER 0.0%
Value ($000) $19 Shares 800 Est. Cost $24.05 Unrealized
LMAT LEMAITRE VASCULAR INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $95.20 Unrealized -9.7%
GSG ISHARES S&P GSCI COMMODITY INDEXED TRUST 0.0%
Value ($000) $16 Shares 700 Est. Cost $14.29 Unrealized
MIRM MIRUM PHARMACEUTICALS INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $63.57 Unrealized +12.9%
RNRG GLOBAL X RENEWABLE ENERGY PRODUCERS ETF 0.0%
Value ($000) $1 Shares 45 Est. Cost $31.84 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $5 Shares 8 Est. Cost $398.31 Unrealized +56.0%
KOMP STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 0.0%
Value ($000) $1 Shares 24 Est. Cost $62.25 Unrealized
NPO ENPRO INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $169.05 Unrealized +30.8%
KNF KNIFE RIVER CORP COMMON STOCK 0.0%
Value ($000) $1 Shares 9 Est. Cost $97.65 Unrealized -28.1%
JMOM JPMORGAN U.S. MOMENTUM FACTOR ETF 0.0%
Value ($000) $10 Shares 141 Est. Cost $34.94 Unrealized
FFBC FIRST FINL BANCORP OH COM 0.0%
Value ($000) $6 Shares 250 Est. Cost $20.70 Unrealized +19.8%
PRI PRIMERICA INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $284.92 Unrealized -8.4%
LOGI LOGITECH INTL S A SHS 0.0%
Value ($000) $1 Shares 6 Est. Cost $99.25 Unrealized +13.3%
TNL TRAVEL PLUS LEISURE CO COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $45.77 Unrealized +42.3%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $2 Shares 18 Est. Cost $58.10 Unrealized
BC BRUNSWICK CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $49.68 Unrealized +35.9%
W WAYFAIR INC CL A 0.0%
Value ($000) $1 Shares 5 Est. Cost $37.33 Unrealized +157.6%
AMKR AMKOR TECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $18.29 Unrealized +94.3%
REDFIN CORP 0.5 04/01/2027 0.0%
Value ($000) $4 Shares 4,000 Est. Cost $0.55 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $354.67 Unrealized -24.6%
ACB AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 31 Est. Cost $3.87 Unrealized +26.3%
ACI ALBERTSONS COS INC COMMON STOCK 0.0%
Value ($000) $3 Shares 156 Est. Cost $19.97 Unrealized -11.7%
GTY GETTY RLTY CORP NEW COM 0.0%
Value ($000) $3 Shares 96 Est. Cost $35.13 Unrealized
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $4 Shares 14 Est. Cost $361.33 Unrealized -22.5%
ICLR ICON PLC SHS 0.0%
Value ($000) $1 Shares 7 Est. Cost $233.52 Unrealized -23.7%
WEX WEX INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $137.24 Unrealized +9.8%
DOX AMDOCS LTD SHS 0.0%
Value ($000) $3 Shares 33 Est. Cost $85.17 Unrealized -6.2%
CLS CELESTICA INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $201.61 Unrealized +49.5%
IVOV VANGUARD S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $21 Shares 208 Est. Cost $82.32 Unrealized
FOXA FOX CORP CL A COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $52.48 Unrealized +24.5%
COLB COLUMBIA BKG SYS INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $24.44 Unrealized +9.9%
SLF SUN LIFE FINANCIAL INC. COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $60.14 Unrealized +0.5%
RBLD FIRST TRUST ALERIAN US NEXTGEN INFRASTRUCTURE ETF 0.0%
Value ($000) $7 Shares 91 Est. Cost $71.78 Unrealized
SIMS STATE STREET SPDR S&P KENSHO INTELLIGENT STRUCTURES ETF 0.0%
Value ($000) $4 Shares 97 Est. Cost $38.91 Unrealized
NWSA NEWS CORP NEW CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $27.40 Unrealized -4.2%
SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.0%
Value ($000) $2 Shares 22 Est. Cost $55.60 Unrealized
TRMB TRIMBLE INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.89 Unrealized +10.8%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $59.89 Unrealized +19.6%
CVNA CARVANA CO CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $10.56 Unrealized +3420.4%
MTDR MATADOR RES CO COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.26 Unrealized -24.0%
MMSI MERIT MED SYS INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $99.66 Unrealized -14.6%
NVMI NOVA LTD COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $208.98 Unrealized +53.8%
PRGS PROGRESS SOFTWARE CORP COM 0.0%
Value ($000) $2 Shares 44 Est. Cost $57.23 Unrealized -23.8%
BBY BEST BUY INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $65.40 Unrealized +15.4%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $3 Shares 3 Est. Cost $638.97 Unrealized +50.4%
PATH UIPATH INC CL A 0.0%
Value ($000) $0 Shares 14 Est. Cost $12.25 Unrealized +27.1%
QHY WISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUND 0.0%
Value ($000) $79 Shares 1,697 Est. Cost $44.97 Unrealized
RXI ISHARES GLOBAL CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $91 Shares 443 Est. Cost $119.00 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.0%
Value ($000) $61 Shares 1,155 Est. Cost $35.52 Unrealized
RCI ROGERS COMMUNICATIONS INC CL B 0.0%
Value ($000) $0 Shares 12 Est. Cost $34.43 Unrealized +8.9%
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $0 Shares 5 Est. Cost $77.10 Unrealized +19.1%
CNM CORE & MAIN INC CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $51.82 Unrealized -1.0%
OTLY OATLY GROUP AB SPONSORED ADS 0.0%
Value ($000) $0 Shares 7 Est. Cost $16.14 Unrealized
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.0%
Value ($000) $2 Shares 78 Est. Cost $27.89 Unrealized
JLL JONES LANG LASALLE INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $229.21 Unrealized +36.7%
GTO INVESCO TOTAL RETURN BOND ETF 0.0%
Value ($000) $20 Shares 430 Est. Cost $46.93 Unrealized
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $11.69 Unrealized +86.2%
CRTO CRITEO S A SPONS ADS 0.0%
Value ($000) $0 Shares 19 Est. Cost $39.56 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $12.39 Unrealized +30.8%
SAVA CASSAVA SCIENCES INC COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $41.51 Unrealized -92.3%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $4 Shares 3 Est. Cost $314.55 Unrealized +316.7%
DHS WISDOMTREE U.S. HIGH DIVIDEND FUND 0.0%
Value ($000) $3 Shares 34 Est. Cost $88.81 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $124.60 Unrealized +31.1%
INVESCO TR INVT GRADE MUNS COM 0.0%
Value ($000) $2 Shares 146 Est. Cost $9.86 Unrealized
BNS BANK NOVA SCOTIA HALIFAX COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $58.93 Unrealized +15.3%
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $42.13 Unrealized +33.6%
CPSY CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF JANUARY 0.0%
Value ($000) $4 Shares 147 Est. Cost $24.15 Unrealized
BXP BXP INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $66.83 Unrealized +5.3%
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $2 Shares 115 Est. Cost $13.94 Unrealized
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $5 Shares 145 Est. Cost $31.74 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $78.76 Unrealized +0.2%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $1 Shares 2 Est. Cost $302.48 Unrealized +7.9%
IVZ INVESCO LTD SHS 0.0%
Value ($000) $0 Shares 10 Est. Cost $14.61 Unrealized +66.5%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $54.70 Unrealized +32.5%
COLM COLUMBIA SPORTSWEAR CO COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $67.68 Unrealized -21.3%
KGC KINROSS GOLD CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $19.24 Unrealized +35.1%
TILT FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND 0.0%
Value ($000) $1 Shares 5 Est. Cost $224.00 Unrealized
TPG TPG INC COM CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $47.97 Unrealized +23.1%
ZVRA ZEVRA THERAPEUTICS INC COM NEW 0.0%
Value ($000) $1 Shares 56 Est. Cost $4.99 Unrealized +89.4%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $48.46 Unrealized +10.1%
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $32.03 Unrealized +20.4%
DFCF DIMENSIONAL CORE FIXED INCOME ETF 0.0%
Value ($000) $6 Shares 150 Est. Cost $39.92 Unrealized
WAL WESTERN ALLIANCE BANCORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $82.23 Unrealized -1.9%
MOO VANECK AGRIBUSINESS ETF 0.0%
Value ($000) $3 Shares 45 Est. Cost $69.54 Unrealized
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $30.20 Unrealized +23.9%
BLKB BLACKBAUD INC COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $54.97 Unrealized +12.5%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $3 Shares 35 Est. Cost $70.18 Unrealized +7.9%
ACT ENACT HLDGS INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $32.77 Unrealized +14.5%
FCN FTI CONSULTING INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $206.14 Unrealized -20.0%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $7.18 Unrealized +121.6%
NUBD NUVEEN ESG U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $6 Shares 273 Est. Cost $23.84 Unrealized
EEMA ISHARES MSCI EMERGING MARKETS ASIA ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $63.00 Unrealized
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $32.91 Unrealized +2.9%
LYFT LYFT INC CL A COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $23.02 Unrealized -9.7%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $57.19 Unrealized -4.8%
AGI ALAMOS GOLD INC NEW COM CL A 0.0%
Value ($000) $0 Shares 7 Est. Cost $28.59 Unrealized +21.9%
PPC PILGRIMS PRIDE CORP COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $25.45 Unrealized +51.0%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $215.96 Unrealized +35.7%
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $0 Shares 12 Est. Cost $159.47 Unrealized -95.3%
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $3 Shares 8 Est. Cost $246.39 Unrealized +30.2%
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 0.0%
Value ($000) $0 Shares 6 Est. Cost $33.73 Unrealized +18.6%
AR ANTERO RESOURCES CORP COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $38.35 Unrealized -11.7%
AFSM FIRST TRUST ACTIVE FACTOR SMALL CAP ETF 0.0%
Value ($000) $556 Shares 16,911 Est. Cost $29.40 Unrealized
OII OCEANEERING INTL INC COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $26.45 Unrealized -8.7%
KRMA GLOBAL X CONSCIOUS COMPANIES ETF 0.0%
Value ($000) $3 Shares 80 Est. Cost $25.00 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $93.00 Unrealized
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $22.00 Unrealized +85.2%
WINN HARBOR LONG-TERM GROWERS ETF 0.0%
Value ($000) $12 Shares 382 Est. Cost $29.13 Unrealized
BCE BCE INC COM NEW 0.0%
Value ($000) $1 Shares 46 Est. Cost $36.62 Unrealized -37.1%
DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 0.0%
Value ($000) $3 Shares 79 Est. Cost $34.08 Unrealized
POWI POWER INTEGRATIONS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $62.30 Unrealized -39.4%
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 0.0%
Value ($000) $4 Shares 98 Est. Cost $41.34 Unrealized
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $70.80 Unrealized
FMAR FT VEST US EQUITY BUFFER ETF - MARCH 0.0%
Value ($000) $1 Shares 17 Est. Cost $40.59 Unrealized
WBS WEBSTER FINL CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $47.22 Unrealized +25.7%
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value ($000) $23 Shares 1,819 Est. Cost $7.20 Unrealized
EVRG EVERGY INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $63.12 Unrealized +19.5%
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $31.71 Unrealized +7.0%
MTB M & T BK CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $138.95 Unrealized +36.8%
FMX FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS 0.0%
Value ($000) $1 Shares 7 Est. Cost Unrealized
BCPC BALCHEM CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $170.84 Unrealized -11.2%
NUHY NUVEEN ESG HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 97 Est. Cost $22.95 Unrealized
RDDT REDDIT INC CL A 0.0%
Value ($000) $32 Shares 141 Est. Cost $204.09 Unrealized +3.0%
DDS DILLARDS INC CL A 0.0%
Value ($000) $1 Shares 2 Est. Cost $411.87 Unrealized +47.9%
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $50.06 Unrealized +21.3%
LILAK LIBERTY LATIN AMERICA LTD COM CL C 0.0%
Value ($000) $0 Shares 17 Est. Cost $7.12 Unrealized +15.5%
GENVR GEN DIGITAL INC CVR 0.0%
Value ($000) $0 Shares 5 Est. Cost $7.40 Unrealized
ALGM ALLEGRO MICROSYSTEMS INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $24.91 Unrealized +10.5%
CNS COHEN & STEERS INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $95.46 Unrealized -32.1%
SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD 0.0%
Value ($000) $0 Shares 4 Est. Cost $32.00 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $6 Shares 40 Est. Cost $149.66 Unrealized
JACK JACK IN THE BOX INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $75.94 Unrealized -76.2%
SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 0.0%
Value ($000) $4 Shares 39 Est. Cost $110.64 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $294.82 Unrealized -11.4%
CR CRANE COMPANY COMMON STOCK 0.0%
Value ($000) $9 Shares 47 Est. Cost $159.70 Unrealized +16.1%
FCEL FUELCELL ENERGY INC COM NEW 0.0%
Value ($000) $0 Shares 26 Est. Cost $7.46 Unrealized +9.6%
NVST ENVISTA HOLDINGS CORPORATION COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $17.40 Unrealized +17.9%
HTOO FUSION FUEL GREEN PLC SHS CL A 0.0%
Value ($000) $0 Shares 11 Est. Cost $4.88 Unrealized -15.6%
TFLO ISHARES TREASURY FLOATING RATE BOND ETF 0.0%
Value ($000) $5 Shares 94 Est. Cost $50.59 Unrealized
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $25 Shares 197 Est. Cost $112.89 Unrealized
DMAR FT VEST US EQUITY DEEP BUFFER ETF - MARCH 0.0%
Value ($000) $1 Shares 14 Est. Cost $36.80 Unrealized
R RYDER SYS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $155.72 Unrealized +15.4%
TECB ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF 0.0%
Value ($000) $1 Shares 22 Est. Cost $60.36 Unrealized
GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $0 Shares 15 Est. Cost $9.25 Unrealized +11.3%
ABCB AMERIS BANCORP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $64.59 Unrealized +14.9%
AMC AMC ENTMT HLDGS INC CL A NEW 0.0%
Value ($000) $0 Shares 8 Est. Cost $29.64 Unrealized -92.0%
PPL PPL CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $32.92 Unrealized +8.9%
ELS EQUITY LIFESTYLE PPTYS INC COM 0.0%
Value ($000) $8 Shares 124 Est. Cost $64.40 Unrealized
ROYCE SMALL CAP TRUST INC COM 0.0%
Value ($000) $6 Shares 363 Est. Cost $13.71 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $64.96 Unrealized +14.9%
PXE INVESCO ENERGY EXPLORATION & PRODUCTION ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost $28.12 Unrealized
OPLN OPENLANE INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $18.44 Unrealized +46.6%
SLAB SILICON LABORATORIES INC COM 0.0%
Value ($000) $3 Shares 24 Est. Cost $135.11 Unrealized -2.7%
PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF 0.0%
Value ($000) $2 Shares 90 Est. Cost $20.17 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $146.85 Unrealized +28.8%
NUSA NUVEEN ESG 1-5 YEAR U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $3 Shares 131 Est. Cost $23.47 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $3 Shares 122 Est. Cost $21.15 Unrealized
GQRE FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUND 0.0%
Value ($000) $0 Shares 4 Est. Cost $59.75 Unrealized
STRZ STARZ ENTERTAINMENT CORP. COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $14.53 Unrealized -21.2%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $1 Shares 5 Est. Cost $155.27 Unrealized -0.2%
KSCP KNIGHTSCOPE INC CL A NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $5.00 Unrealized +1.7%
FTC FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND 0.0%
Value ($000) $2 Shares 10 Est. Cost $151.10 Unrealized
MSCI MSCI INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $591.72 Unrealized -5.4%
CGC CANOPY GROWTH CORP COM NEW 0.0%
Value ($000) $0 Shares 21 Est. Cost $5.96 Unrealized -78.4%
PBH PRESTIGE CONSMR HEALTHCARE INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $77.64 Unrealized -21.2%
NU NU HLDGS LTD ORD SHS CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $13.30 Unrealized +20.8%
REYN REYNOLDS CONSUMER PRODS INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $21.87 Unrealized +8.7%
IBTK ISHARES IBONDS DEC 2030 TERM TREASURY ETF 0.0%
Value ($000) $4 Shares 196 Est. Cost $20.05 Unrealized
OVV OVINTIV INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $36.70 Unrealized +5.6%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $3 Shares 64 Est. Cost $49.99 Unrealized
TTEK TETRA TECH INC NEW COM 0.0%
Value ($000) $1 Shares 41 Est. Cost $39.19 Unrealized -13.7%
RSPG INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $70.07 Unrealized
SYNOVUS FINL CORP COM NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $51.80 Unrealized
CEMB ISHARES J.P. MORGAN EM CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $44.37 Unrealized
POLE ANDRETTI ACQUISITION CORP II ORD SHS CL A 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.27 Unrealized +2.7%
CSHI NEOS ENHANCED INCOME 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $30 Shares 600 Est. Cost $49.89 Unrealized
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $176.32 Unrealized +35.0%
THG HANOVER INS GROUP INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $151.15 Unrealized +18.5%
GLIBA GCI LIBERTY INC COM SER A 0.0%
Value ($000) $0 Shares 5 Est. Cost $35.52 Unrealized -1.2%
GMAB GENMAB A/S SPONSORED ADS 0.0%
Value ($000) $1 Shares 31 Est. Cost $30.68 Unrealized
CHPT CHARGEPOINT HOLDINGS INC COM SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $11.45 Unrealized -17.4%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $80.44 Unrealized +17.5%
MSOS ADVISORSHARES PURE US CANNABIS ETF 0.0%
Value ($000) $0 Shares 50 Est. Cost $40.00 Unrealized
GFS GLOBALFOUNDRIES INC ORDINARY SHARES 0.0%
Value ($000) $0 Shares 5 Est. Cost $36.26 Unrealized -1.9%
FTDS FIRST TRUST DIVIDEND STRENGTH ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $48.75 Unrealized
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $150.53 Unrealized +34.3%
QSIG WISDOMTREE U.S. SHORT TERM CORPORATE BOND FUND 0.0%
Value ($000) $4 Shares 86 Est. Cost $48.43 Unrealized
ADAMS DIVERSIFIED EQUITY FD COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $18.74 Unrealized
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $118.02 Unrealized +7.3%
MTGP WISDOMTREE MORTGAGE PLUS BOND FUND 0.0%
Value ($000) $14 Shares 315 Est. Cost $44.88 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $39.33 Unrealized
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 48 Est. Cost $24.73 Unrealized
FTCB FIRST TRUST CORE INVESTMENT GRADE ETF 0.0%
Value ($000) $1 Shares 43 Est. Cost $21.30 Unrealized
SHAG WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUND 0.0%
Value ($000) $2 Shares 38 Est. Cost $47.56 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $147.46 Unrealized +36.8%
ROYCE MICRO-CAP TR INC COM 0.0%
Value ($000) $1 Shares 61 Est. Cost $12.00 Unrealized
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $1 Shares 40 Est. Cost $19.35 Unrealized
HEI/A HEICO CORP NEW CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $201.31 Unrealized +22.7%
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $0 Shares 1 Est. Cost $10.89 Unrealized +19.9%
CGUI CAPITAL GROUP ULTRA SHORT INCOME ETF 0.0%
Value ($000) $1 Shares 59 Est. Cost $25.29 Unrealized
AVNS AVANOS MED INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $19.33 Unrealized -40.8%
JPUS JPMORGAN DIVERSIFIED RETURN USE EQUITY 0.0%
Value ($000) $0 Shares 1 Est. Cost $120.10 Unrealized
HNDL STRATEGY SHARES NASDAQ 7HANDL INDEX ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $21.00 Unrealized
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $175.05 Unrealized -3.6%
LSCC LATTICE SEMICONDUCTOR CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $49.00 Unrealized
GEVO GEVO INC COM PAR 0.0%
Value ($000) $0 Shares 4 Est. Cost $1.67 Unrealized +31.5%
BLACKROCK TAX MUNICPAL BD TR SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $20.66 Unrealized
VRIG INVESCO VARIABLE RATE INVESTMENT GRADE ETF 0.0%
Value ($000) $2 Shares 95 Est. Cost $25.08 Unrealized