Atlantic Union Bankshares Corp Diversified Active

CIK: 0000883948 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 4, 2026

Total Value ($000): $5,332,486 (100.0% shares, 0.0% debt)

Holdings (1,685)

New Positions (152)

UL UNILEVER PLC 0.1%
Value ($000) $4,270 Shares 65,288 Est. Cost $65.40 Unrealized
BSMY INVESCO BULLETSHARES 2034 MUNI BOND ETF 0.1%
Value ($000) $3,360 Shares 136,677 Est. Cost $24.58 Unrealized
BSMZ INVESCO BULLETSHARES 2035 MUNI BOND ETF 0.1%
Value ($000) $3,302 Shares 129,821 Est. Cost $25.43 Unrealized
BSMS INVESCO BULLETSHARES 2028 MUNI BOND ETF 0.1%
Value ($000) $3,226 Shares 137,263 Est. Cost $23.50 Unrealized
BPRE BLUEROCK PVT REAL ESTATE FD 0.0%
Value ($000) $2,483 Shares 165,565 Est. Cost $15.00 Unrealized
SOLS SOLSTICE ADVANCED MATERIALS INC 0.0%
Value ($000) $254 Shares 5,225 Est. Cost $47.08 Unrealized 0.0%
Q QNITY ELECTRONICS INC 0.0%
Value ($000) $250 Shares 3,058 Est. Cost $84.91 Unrealized 0.0%
MICC MAGNUM ICE CREAM CO NV 0.0%
Value ($000) $207 Shares 13,055 Est. Cost $15.68 Unrealized 0.0%
IESC IES HLDGS INC 0.0%
Value ($000) $195 Shares 500 Est. Cost $401.94 Unrealized 0.0%
CCC CCC INTELLIGENT SOLUTIONS HL 0.0%
Value ($000) $180 Shares 22,615 Est. Cost $8.13 Unrealized 0.0%
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $127 Shares 6,626 Est. Cost $19.20 Unrealized
BLKB BLACKBAUD INC 0.0%
Value ($000) $119 Shares 1,879 Est. Cost $61.86 Unrealized 0.0%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $58 Shares 888 Est. Cost $66.83 Unrealized 0.0%
TTE TOTALENERGIES SE 0.0%
Value ($000) $52 Shares 800 Est. Cost $63.23 Unrealized 0.0%
FTMU PUTNAM ETF TRUST 0.0%
Value ($000) $50 Shares 6,418 Est. Cost $7.82 Unrealized
SPAI SAFE PRO GROUP INC 0.0%
Value ($000) $42 Shares 10,000 Est. Cost $5.50 Unrealized 0.0%
FS SPECIALTY LENDING FD 0.0%
Value ($000) $41 Shares 2,887 Est. Cost $14.14 Unrealized
OMF ONEMAIN HLDGS INC 0.0%
Value ($000) $36 Shares 528 Est. Cost $60.80 Unrealized 0.0%
EWBC EAST WEST BANCORP INC 0.0%
Value ($000) $31 Shares 279 Est. Cost $105.17 Unrealized 0.0%
DBRG DIGITALBRIDGE GROUP INC 0.0%
Value ($000) $31 Shares 2,040 Est. Cost $12.01 Unrealized 0.0%
BBCA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $31 Shares 335 Est. Cost $93.00 Unrealized
QTUM ETF SER SOLUTIONS 0.0%
Value ($000) $28 Shares 254 Est. Cost $109.87 Unrealized
BBJP J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $28 Shares 423 Est. Cost $65.91 Unrealized
TRGP TARGA RES CORP 0.0%
Value ($000) $27 Shares 144 Est. Cost $168.08 Unrealized 0.0%
AGI ALAMOS GOLD INC NEW 0.0%
Value ($000) $25 Shares 651 Est. Cost $34.84 Unrealized 0.0%
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $32.60 Unrealized 0.0%
BBEU J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $22 Shares 301 Est. Cost $73.30 Unrealized
DXYZ DESTINY TECH100 INC 0.0%
Value ($000) $21 Shares 700 Est. Cost $30.63 Unrealized
SANA SANA BIOTECHNOLOGY INC 0.0%
Value ($000) $20 Shares 5,012 Est. Cost $4.48 Unrealized 0.0%
TMDX TRANSMEDICS GROUP INC 0.0%
Value ($000) $20 Shares 164 Est. Cost $125.49 Unrealized 0.0%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $20 Shares 330 Est. Cost $57.33 Unrealized 0.0%
STE STERIS PLC 0.0%
Value ($000) $18 Shares 70 Est. Cost $251.13 Unrealized 0.0%
DT DYNATRACE INC 0.0%
Value ($000) $17 Shares 400 Est. Cost $46.61 Unrealized 0.0%
RL RALPH LAUREN CORP 0.0%
Value ($000) $14 Shares 40 Est. Cost $340.01 Unrealized 0.0%
IYY ISHARES TR 0.0%
Value ($000) $14 Shares 83 Est. Cost $165.81 Unrealized
BETR BETTER HOME & FINANCE HOLDIN 0.0%
Value ($000) $14 Shares 416 Est. Cost $54.05 Unrealized 0.0%
NTSK NETSKOPE INC 0.0%
Value ($000) $13 Shares 746 Est. Cost $20.86 Unrealized 0.0%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $13 Shares 73 Est. Cost $151.55 Unrealized 0.0%
UUUU ENERGY FUELS INC 0.0%
Value ($000) $11 Shares 780 Est. Cost $16.97 Unrealized 0.0%
GPIQ GOLDMAN SACHS ETF TR 0.0%
Value ($000) $11 Shares 212 Est. Cost $52.87 Unrealized
QQQI NEOS ETF TRUST 0.0%
Value ($000) $11 Shares 208 Est. Cost $53.86 Unrealized
SHAK SHAKE SHACK INC 0.0%
Value ($000) $11 Shares 138 Est. Cost $88.17 Unrealized 0.0%
ATRO ASTRONICS CORP 0.0%
Value ($000) $11 Shares 200 Est. Cost $50.32 Unrealized 0.0%
COLL COLLEGIUM PHARMACEUTICAL INC 0.0%
Value ($000) $10 Shares 221 Est. Cost $41.84 Unrealized 0.0%
DBMF LITMAN GREGORY FDS TR 0.0%
Value ($000) $10 Shares 365 Est. Cost $28.03 Unrealized
STM STMICROELECTRONICS N V 0.0%
Value ($000) $10 Shares 383 Est. Cost $25.94 Unrealized
ONDS ONDAS HLDGS INC 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $8.03 Unrealized 0.0%
VTS VITESSE ENERGY INC 0.0%
Value ($000) $10 Shares 500 Est. Cost $21.35 Unrealized 0.0%
CLS CELESTICA INC 0.0%
Value ($000) $9 Shares 32 Est. Cost $301.37 Unrealized 0.0%
BBAX J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $9 Shares 168 Est. Cost $56.30 Unrealized
BCS BARCLAYS PLC SPONS ADR 0.0%
Value ($000) $9 Shares 346 Est. Cost $25.45 Unrealized
CCEF CALAMOS ETF TR 0.0%
Value ($000) $9 Shares 300 Est. Cost $28.82 Unrealized
ECG EVERUS CONSTR GROUP 0.0%
Value ($000) $9 Shares 100 Est. Cost $89.47 Unrealized 0.0%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $8 Shares 119 Est. Cost $71.42 Unrealized
CCK CROWN HLDGS INC 0.0%
Value ($000) $8 Shares 77 Est. Cost $97.34 Unrealized 0.0%
MDU MDU RES GROUP INC 0.0%
Value ($000) $8 Shares 400 Est. Cost $19.57 Unrealized 0.0%
PBD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $8 Shares 479 Est. Cost $16.08 Unrealized
QNTM QUANTUM BIOPHARMA LTD 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $10.91 Unrealized 0.0%
ESGU ISHARES TR 0.0%
Value ($000) $7 Shares 48 Est. Cost $149.00 Unrealized
KNF KNIFE RIVER CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.23 Unrealized 0.0%
SMIN ISHARES TR 0.0%
Value ($000) $7 Shares 100 Est. Cost $69.91 Unrealized
NBIS NEBIUS GROUP N.V. 0.0%
Value ($000) $7 Shares 83 Est. Cost $103.64 Unrealized 0.0%
USAR USA RARE EARTH INC 0.0%
Value ($000) $7 Shares 574 Est. Cost $19.05 Unrealized 0.0%
DEFINIUM THERAPEUTICS INC 0.0%
Value ($000) $7 Shares 500 Est. Cost $13.39 Unrealized
AKRE PROFESIONALLY MANAGED PORTFO 0.0%
Value ($000) $7 Shares 100 Est. Cost $65.51 Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $6 Shares 51 Est. Cost $120.96 Unrealized
ATI ATI INC 0.0%
Value ($000) $6 Shares 53 Est. Cost $97.45 Unrealized 0.0%
FXY INVESCO CURRENCYSHARES JAPAN 0.0%
Value ($000) $6 Shares 100 Est. Cost $58.67 Unrealized
BETA BETA TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $29.84 Unrealized 0.0%
VG VENTURE GLOBAL INC 0.0%
Value ($000) $5 Shares 797 Est. Cost $8.31 Unrealized 0.0%
AQN ALGONQUIN PWR UTILS CORP 0.0%
Value ($000) $5 Shares 850 Est. Cost $5.94 Unrealized 0.0%
IDR IDAHO STRATEGIC RESOURCES 0.0%
Value ($000) $5 Shares 127 Est. Cost $38.21 Unrealized 0.0%
HROW HARROW INC 0.0%
Value ($000) $5 Shares 104 Est. Cost $41.98 Unrealized 0.0%
BMNR BITMINE IMMERSION TECNOLOGIE 0.0%
Value ($000) $5 Shares 171 Est. Cost $40.53 Unrealized 0.0%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $5 Shares 500 Est. Cost $9.22 Unrealized
RGEN REPLIGEN CORP 0.0%
Value ($000) $5 Shares 28 Est. Cost $156.63 Unrealized 0.0%
COLD AMERICOLD REALTY TRUST INC 0.0%
Value ($000) $5 Shares 350 Est. Cost $12.86 Unrealized
XHB SPDR SERIES TRUST 0.0%
Value ($000) $4 Shares 43 Est. Cost $102.98 Unrealized
PLMR PALOMAR HLDGS INC 0.0%
Value ($000) $4 Shares 30 Est. Cost $122.07 Unrealized 0.0%
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $4 Shares 52 Est. Cost $71.97 Unrealized 0.0%
EIDO ISHARES TR 0.0%
Value ($000) $4 Shares 202 Est. Cost $18.68 Unrealized
YMAX TIDAL TRUST II 0.0%
Value ($000) $4 Shares 377 Est. Cost $9.98 Unrealized
TTC TORO CO 0.0%
Value ($000) $4 Shares 47 Est. Cost $73.92 Unrealized 0.0%
PLTW ROUNDHILL ETF TRUST 0.0%
Value ($000) $4 Shares 95 Est. Cost $37.35 Unrealized
ABVX ABIVAX SA 0.0%
Value ($000) $3 Shares 25 Est. Cost $134.88 Unrealized
ELE ELEMENTAL RTY CORP 0.0%
Value ($000) $3 Shares 185 Est. Cost $15.55 Unrealized 0.0%
NUDM NUSHARES ETF TR 0.0%
Value ($000) $3 Shares 80 Est. Cost $36.21 Unrealized
KLAR KLARNA GROUP PLC 0.0%
Value ($000) $3 Shares 100 Est. Cost $34.34 Unrealized 0.0%
SOBO SOUTH BOW CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $27.16 Unrealized 0.0%
CLPT CLEARPOINT NEURO INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $18.54 Unrealized 0.0%
GRND GRINDR INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $13.59 Unrealized 0.0%
CHPY TIDAL TRUST II 0.0%
Value ($000) $2 Shares 44 Est. Cost $55.61 Unrealized
EWY ISHARES INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $97.24 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $2 Shares 36 Est. Cost $75.46 Unrealized 0.0%
ESGE ISHARES INC 0.0%
Value ($000) $2 Shares 53 Est. Cost $44.19 Unrealized
MDGL MADRIGAL PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $510.76 Unrealized 0.0%
DOCN DIGITALOCEAN HLDGS INC 0.0%
Value ($000) $2 Shares 48 Est. Cost $44.03 Unrealized 0.0%
LLYVK LIBERTY LIVE HOLDINGS INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $85.87 Unrealized 0.0%
AIPI ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.06 Unrealized
CFLT CONFLUENT INC 0.0%
Value ($000) $2 Shares 65 Est. Cost $24.55 Unrealized 0.0%
INSP INSPIRE MED SYS INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $95.68 Unrealized 0.0%
SSYS STRATASYS LTD 0.0%
Value ($000) $2 Shares 200 Est. Cost $9.91 Unrealized 0.0%
APPN APPIAN CORP 0.0%
Value ($000) $2 Shares 48 Est. Cost $35.62 Unrealized 0.0%
EPI WISDOMTREE TR 0.0%
Value ($000) $2 Shares 35 Est. Cost $46.31 Unrealized
W WAYFAIR INC 0.0%
Value ($000) $2 Shares 16 Est. Cost $96.17 Unrealized 0.0%
INSM INSMED INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $182.48 Unrealized 0.0%
FLGT FULGENT GENETICS INC 0.0%
Value ($000) $2 Shares 59 Est. Cost $25.94 Unrealized 0.0%
BOC BOSTON OMAHA CORP 0.0%
Value ($000) $1 Shares 120 Est. Cost $13.02 Unrealized 0.0%
SPSB SPDR SERIES TRUST 0.0%
Value ($000) $1 Shares 49 Est. Cost $30.20 Unrealized
TERN TERNS PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 36 Est. Cost $23.11 Unrealized 0.0%
DCBO DOCEBO INC 0.0%
Value ($000) $1 Shares 64 Est. Cost $23.88 Unrealized 0.0%
MUB ISHARES TR 0.0%
Value ($000) $1 Shares 13 Est. Cost $107.15 Unrealized
GIAX TIDAL TRUST II 0.0%
Value ($000) $1 Shares 83 Est. Cost $16.46 Unrealized
CURI CURIOSITYSTREAM INC 0.0%
Value ($000) $1 Shares 357 Est. Cost $4.40 Unrealized 0.0%
QDEL QUIDELORTHO CORP 0.0%
Value ($000) $1 Shares 47 Est. Cost $27.09 Unrealized 0.0%
TASK TASKUS INC 0.0%
Value ($000) $1 Shares 105 Est. Cost $12.78 Unrealized 0.0%
UHAL/B U HAUL HOLDING COMPANY 0.0%
Value ($000) $1 Shares 26 Est. Cost $48.68 Unrealized 0.0%
TIGO MILLICOM INTL CELLULAR S A 0.0%
Value ($000) $1 Shares 75 Est. Cost $50.35 Unrealized 0.0%
UPST UPSTART HLDGS INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $46.04 Unrealized 0.0%
BILI BILIBILI INC 0.0%
Value ($000) $1 Shares 46 Est. Cost $24.61 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $147.32 Unrealized 0.0%
TMQ TRILOGY METALS INC NEW 0.0%
Value ($000) $1 Shares 250 Est. Cost $4.71 Unrealized 0.0%
ULTY TIDAL TRUST II 0.0%
Value ($000) $1 Shares 28 Est. Cost $37.36 Unrealized
BILL BILL HOLDINGS INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $51.37 Unrealized 0.0%
RSKD RISKIFIED LTD 0.0%
Value ($000) $1 Shares 200 Est. Cost $4.81 Unrealized 0.0%
PENG PENGUIN SOLUTIONS INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $21.43 Unrealized 0.0%
LAC LITHIUM AMERS CORP NEW 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.77 Unrealized 0.0%
FG F&G ANNUITIES & LIFE INC 0.0%
Value ($000) $1 Shares 28 Est. Cost $31.09 Unrealized 0.0%
NUVEEN CR STRATEGIES INCOME 0.0%
Value ($000) $1 Shares 166 Est. Cost $5.02 Unrealized
GIL GILDAN ACTIVEWEAR INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $59.45 Unrealized 0.0%
ASAN ASANA INC 0.0%
Value ($000) $1 Shares 45 Est. Cost $13.75 Unrealized 0.0%
TLRY TILRAY BRANDS INC 0.0%
Value ($000) $1 Shares 64 Est. Cost $12.20 Unrealized 0.0%
EOSE EOS ENERGY ENTERPRISES INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $14.37 Unrealized 0.0%
GLIBK GCI LIBERTY INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $35.09 Unrealized 0.0%
SCO PROSHARES TR II 0.0%
Value ($000) $0 Shares 25 Est. Cost $19.64 Unrealized
HUBB HUBBELL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $437.22 Unrealized 0.0%
SNBR SLEEP NUMBER CORP 0.0%
Value ($000) $0 Shares 45 Est. Cost $6.32 Unrealized 0.0%
GDRX GOODRX HLDGS INC 0.0%
Value ($000) $0 Shares 128 Est. Cost $3.28 Unrealized 0.0%
NVCR NOVOCURE LTD 0.0%
Value ($000) $0 Shares 25 Est. Cost $12.84 Unrealized 0.0%
CWCO CONSOLIDATED WATER CO INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $34.75 Unrealized 0.0%
TSPY ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $0 Shares 12 Est. Cost $25.50 Unrealized
MSTY TIDAL TRUST II 0.0%
Value ($000) $0 Shares 9 Est. Cost $29.67 Unrealized
PLTY TIDAL TRUST II 0.0%
Value ($000) $0 Shares 5 Est. Cost $51.60 Unrealized
OXLC OXFORD LANE CAP CORP 0.0%
Value ($000) $0 Shares 17 Est. Cost $14.65 Unrealized
ORCU DIREXION SHS ETF TR 0.0%
Value ($000) $0 Shares 6 Est. Cost $18.50 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $107.00 Unrealized
CHGG CHEGG INC 0.0%
Value ($000) $0 Shares 68 Est. Cost $1.09 Unrealized 0.0%
GME/WS GAMESTOP CORP NEW 0.0%
Value ($000) $0 Shares 18 Est. Cost $3.06 Unrealized
HOOW ROUNDHILL ETF TRUST 0.0%
Value ($000) $0 Shares 1 Est. Cost $48.00 Unrealized
BLOX TIDAL TRUST II 0.0%
Value ($000) $0 Shares 2 Est. Cost $17.50 Unrealized
ACCO ACCO BRANDS CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $3.66 Unrealized 0.0%
OPK OPKO HEALTH INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.39 Unrealized 0.0%

Increased Positions (292)

IBTP ISHARES IBONDS DEC 2034 TERM TREASURY ETF 0.6%
Value ($000) $32,855 (+32.1%) Shares 1,272,993 (+32.6%) Est. Cost $25.98 Unrealized
IBGA ISHARES IBONDS DEC 2044 TERM TREASURY ETF 0.5%
Value ($000) $29,222 (+37.2%) Shares 1,182,577 (+39.3%) Est. Cost $25.60 Unrealized
FISV FISERV INC 0.1%
Value ($000) $7,688 (-45.9%) Shares 114,452 (+3.8%) Est. Cost $141.54 Unrealized -40.7%
IBTO ISHARES IBONDS DEC 2033 TERM TREASURY ETF 0.6%
Value ($000) $32,484 (+23.9%) Shares 1,322,916 (+24.4%) Est. Cost $24.57 Unrealized
META META PLATFORMS INC 1.1%
Value ($000) $61,245 (-7.9%) Shares 92,782 (+2.5%) Est. Cost $521.42 Unrealized +28.0%
BSCV INVESCO BULLETSHARES 2031 CORPORATE BOND ETF 0.7%
Value ($000) $36,780 (+12.6%) Shares 2,203,067 (+12.5%) Est. Cost $16.31 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $31,276 (+13.8%) Shares 256,890 (+12.6%) Est. Cost $111.72 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.1%
Value ($000) $58,230 (+6.3%) Shares 1,017,292 (+6.0%) Est. Cost $56.60 Unrealized
BSCW INVESCO BULLETSHARES 2032 CORPORATE BOND ETF 0.7%
Value ($000) $39,987 (+9.2%) Shares 1,915,522 (+9.2%) Est. Cost $20.48 Unrealized
BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF 0.8%
Value ($000) $40,490 (+8.7%) Shares 2,393,019 (+8.6%) Est. Cost $16.58 Unrealized
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $13,353 (+31.2%) Shares 23,577 (+3.6%) Est. Cost $504.62 Unrealized +5.5%
IQLT ISHARES TR 1.1%
Value ($000) $58,757 (+4.8%) Shares 1,292,773 (+1.9%) Est. Cost $43.33 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $5,618 (+90.1%) Shares 62,802 (+85.5%) Est. Cost $85.40 Unrealized
MUNI PIMCO ETF TR 0.1%
Value ($000) $7,023 (+59.2%) Shares 133,992 (+58.8%) Est. Cost $51.86 Unrealized
C CITIGROUP INC 0.3%
Value ($000) $17,284 (+16.1%) Shares 148,118 (+1.0%) Est. Cost $64.61 Unrealized +60.4%
FEZ SPDR INDEX SHS FDS 0.2%
Value ($000) $9,836 (+30.6%) Shares 152,763 (+26.0%) Est. Cost $61.63 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $11,988 (+23.7%) Shares 172,569 (+19.8%) Est. Cost $64.49 Unrealized
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.2%
Value ($000) $10,749 (+25.8%) Shares 521,816 (+25.6%) Est. Cost $20.55 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $13,478 (-14.0%) Shares 143,754 (+999.6%) Est. Cost $108.78 Unrealized -0.9%
IBDX ISHARES IBONDS DEC 2032 CORP ETF 0.2%
Value ($000) $8,066 (+36.3%) Shares 315,958 (+36.8%) Est. Cost $25.36 Unrealized
IBDV ISHARES IBONDS DEC 2030 CORP ETF 0.2%
Value ($000) $8,008 (+36.6%) Shares 362,828 (+37.1%) Est. Cost $22.01 Unrealized
IBDW ISHARES IBONDS DEC 2031 CORP ETF 0.2%
Value ($000) $8,195 (+34.4%) Shares 387,461 (+34.8%) Est. Cost $21.07 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $25,709 (+8.5%) Shares 251,020 (+11.2%) Est. Cost $99.36 Unrealized
VUG VANGUARD GROWTH ETF 0.4%
Value ($000) $22,994 (+9.1%) Shares 47,132 (+7.3%) Est. Cost $434.73 Unrealized
VCIT VANGUARD INT TERM CORP 0.2%
Value ($000) $8,663 (+26.0%) Shares 103,436 (+26.5%) Est. Cost $83.25 Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $9,568 (-15.5%) Shares 62,458 (+407.5%) Est. Cost $174.89 Unrealized -1.9%
VEA VANGUARD MSCI EAFE ETF 0.6%
Value ($000) $32,460 (+5.6%) Shares 519,613 (+1.3%) Est. Cost $57.12 Unrealized
BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 0.3%
Value ($000) $17,798 (+10.7%) Shares 944,959 (+10.5%) Est. Cost $18.34 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH INDEX 0.1%
Value ($000) $4,490 (+61.3%) Shares 32,786 (+67.7%) Est. Cost $134.34 Unrealized
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.4%
Value ($000) $21,946 (+7.6%) Shares 1,111,754 (+7.4%) Est. Cost $19.41 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $2,638 (+131.6%) Shares 45,380 (+129.2%) Est. Cost $56.78 Unrealized
BX BLACKSTONE INC 0.3%
Value ($000) $16,108 (-8.5%) Shares 104,500 (+1.4%) Est. Cost $131.25 Unrealized +15.4%
DFLV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $6,947 (+26.1%) Shares 203,071 (+21.3%) Est. Cost $31.52 Unrealized
MKL MARKEL GROUP INC 0.1%
Value ($000) $3,332 (+58.3%) Shares 1,550 (+40.8%) Est. Cost $1979.39 Unrealized +2.4%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $2,974 (+62.5%) Shares 6,344 (+70.0%) Est. Cost $472.15 Unrealized +7.9%
IBCA ISHARES IBONDS DEC 2035 CORP ETF 0.0%
Value ($000) $1,647 (+204.4%) Shares 63,481 (+205.6%) Est. Cost $25.89 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $2,464 (+78.9%) Shares 3,770 (+68.3%) Est. Cost $547.62 Unrealized +11.2%
IWR ISHARES RUSSELL MIDCAP INDEX FUND 1.6%
Value ($000) $85,797 (+1.3%) Shares 891,214 (+1.6%) Est. Cost $67.01 Unrealized
ACWX ISHARES MSCI ACWI EX US ETF 0.3%
Value ($000) $13,940 (+8.3%) Shares 207,656 (+4.8%) Est. Cost $61.22 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $10,163 (+11.6%) Shares 137,024 (+9.0%) Est. Cost $65.51 Unrealized
CBRE CBRE GROUP INC 0.1%
Value ($000) $4,768 (+28.1%) Shares 29,653 (+25.5%) Est. Cost $124.92 Unrealized +25.9%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $12,146 (+8.8%) Shares 23,242 (+1.4%) Est. Cost $478.41 Unrealized +3.3%
CB CHUBB LIMITED 0.1%
Value ($000) $3,567 (+36.4%) Shares 11,427 (+23.3%) Est. Cost $265.88 Unrealized +10.0%
VEEV VEEVA SYS INC 0.1%
Value ($000) $3,037 (-23.7%) Shares 13,605 (+1.8%) Est. Cost $265.11 Unrealized +0.1%
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.2%
Value ($000) $12,902 (+7.4%) Shares 659,095 (+7.3%) Est. Cost $19.24 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $1,584 (+121.8%) Shares 6,032 (+131.4%) Est. Cost $263.84 Unrealized +0.7%
TSLA TESLA INC 0.3%
Value ($000) $15,559 (+5.5%) Shares 34,597 (+4.3%) Est. Cost $272.50 Unrealized +62.7%
BN BROOKFIELD CORP 0.2%
Value ($000) $9,775 (-7.5%) Shares 213,019 (+38.2%) Est. Cost $35.95 Unrealized +26.7%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $2,888 (+38.1%) Shares 1,434 (+60.2%) Est. Cost $2252.78 Unrealized -6.8%
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $2,003 (+64.3%) Shares 40,149 (+51.8%) Est. Cost $45.82 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $6,644 (+13.3%) Shares 98,842 (+11.1%) Est. Cost $61.87 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $8,485 (+9.2%) Shares 13,530 (+6.6%) Est. Cost $557.74 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $4,544 (-12.9%) Shares 55,610 (+4.4%) Est. Cost $83.28 Unrealized +8.1%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $1,174 (+132.1%) Shares 3,323 (+116.2%) Est. Cost $322.16 Unrealized +12.7%
RDVI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2,156 (+43.7%) Shares 82,173 (+41.6%) Est. Cost $25.18 Unrealized
INTU INTUIT 0.0%
Value ($000) $2,233 (+40.3%) Shares 3,371 (+44.7%) Est. Cost $696.82 Unrealized -5.2%
AZO AUTOZONE INC 0.1%
Value ($000) $5,077 (-10.0%) Shares 1,497 (+13.8%) Est. Cost $3737.01 Unrealized +1.1%
TMUS T-MOBILE US INC 0.1%
Value ($000) $4,506 (-11.0%) Shares 22,191 (+5.0%) Est. Cost $240.02 Unrealized -12.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $1,750 (+44.5%) Shares 8,173 (+9.2%) Est. Cost $120.57 Unrealized +86.3%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $6,296 (+8.7%) Shares 24,408 (+7.2%) Est. Cost $239.00 Unrealized
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $4,718 (+11.3%) Shares 29,120 (+3.7%) Est. Cost $101.21 Unrealized +71.5%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.1%
Value ($000) $6,017 (+8.3%) Shares 20,313 (+3.2%) Est. Cost $208.02 Unrealized +43.6%
DFAS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $4,739 (+10.7%) Shares 68,015 (+8.8%) Est. Cost $64.96 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $15,505 (+3.0%) Shares 306,478 (+3.2%) Est. Cost $50.64 Unrealized
IBDS ISHARES IBONDS DEC 2027 CORP ETF 0.1%
Value ($000) $6,417 (+7.0%) Shares 264,283 (+7.2%) Est. Cost $24.27 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.2%
Value ($000) $10,827 (+4.0%) Shares 169,908 (+4.8%) Est. Cost $55.82 Unrealized +9.9%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $7,302 (-5.2%) Shares 18,762 (+2.7%) Est. Cost $388.99 Unrealized +6.3%
DFSV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $3,009 (+15.2%) Shares 91,472 (+11.6%) Est. Cost $29.98 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.1%
Value ($000) $2,795 (+16.2%) Shares 4,489 (+17.6%) Est. Cost $584.94 Unrealized +6.2%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $1,738 (+28.8%) Shares 5,561 (+44.7%) Est. Cost $302.79 Unrealized +7.8%
CTAS CINTAS CORP 0.0%
Value ($000) $1,698 (+29.1%) Shares 9,031 (+40.9%) Est. Cost $205.72 Unrealized -8.6%
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value ($000) $2,871 (+15.2%) Shares 2,059 (+1.4%) Est. Cost $1333.62 Unrealized +4.7%
WM WASTE MANAGEMENT INC 0.2%
Value ($000) $11,487 (+3.3%) Shares 52,282 (+3.8%) Est. Cost $228.37 Unrealized -6.9%
DISV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $513 (+195.2%) Shares 13,504 (+177.3%) Est. Cost $36.57 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $5,473 (-5.7%) Shares 18,488 (+1.1%) Est. Cost $230.55 Unrealized +31.2%
PWR QUANTA SERVICES, INC 0.1%
Value ($000) $7,309 (+4.7%) Shares 17,317 (+2.8%) Est. Cost $333.96 Unrealized +31.5%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $1,436 (-17.9%) Shares 14,232 (+1.2%) Est. Cost $113.45 Unrealized -4.4%
SAP SAP SE 0.1%
Value ($000) $2,922 (+11.6%) Shares 12,031 (+22.8%) Est. Cost $270.71 Unrealized
IBMS ISHARES IBONDS DEC 2030 MUNI ETF 0.0%
Value ($000) $1,626 (+22.5%) Shares 62,412 (+22.6%) Est. Cost $25.73 Unrealized
IBMT ISHARES IBONDS DEC 2031 MUNI ETF 0.0%
Value ($000) $811 (+53.1%) Shares 31,241 (+52.7%) Est. Cost $25.84 Unrealized
BSSX INVESCO BULLETSHARES 2033 MUNI BOND ETF 0.1%
Value ($000) $4,320 (+6.8%) Shares 167,067 (+5.5%) Est. Cost $25.97 Unrealized
VGT VANGUARD INFO TECH ETF 0.1%
Value ($000) $5,401 (+5.0%) Shares 7,165 (+4.0%) Est. Cost $676.12 Unrealized
IBMR ISHARES IBONDS DEC 2029 MUNI ETF 0.0%
Value ($000) $1,706 (+17.0%) Shares 67,081 (+17.5%) Est. Cost $25.26 Unrealized
IBMQ ISHARES IBONDS DEC 2028 MUNI ETF 0.0%
Value ($000) $1,832 (+14.2%) Shares 71,632 (+14.5%) Est. Cost $25.43 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,042 (+23.8%) Shares 30,241 (+17.8%) Est. Cost $30.68 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $2,166 (+10.0%) Shares 9,876 (+13.1%) Est. Cost $195.53 Unrealized +24.8%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $718 (+31.0%) Shares 14,468 (+71.5%) Est. Cost $57.41 Unrealized
EBAY EBAY INC. 0.1%
Value ($000) $4,859 (-3.1%) Shares 55,782 (+1.2%) Est. Cost $48.62 Unrealized +77.6%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $587 (+36.2%) Shares 3,303 (+39.8%) Est. Cost $149.54 Unrealized +21.1%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $3,039 (+5.4%) Shares 15,914 (+2.9%) Est. Cost $163.62 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $2,025 (+8.2%) Shares 2,993 (+2.2%) Est. Cost $608.53 Unrealized +11.9%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $7,376 (+2.1%) Shares 172,786 (+108.5%) Est. Cost $61.61 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.1%
Value ($000) $4,061 (+3.8%) Shares 15,863 (+4.7%) Est. Cost $226.53 Unrealized +10.1%
IAU ISHARES GOLD TR 0.0%
Value ($000) $704 (+24.8%) Shares 8,669 (+11.9%) Est. Cost $58.73 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $1,388 (+10.8%) Shares 12,041 (+8.1%) Est. Cost $95.61 Unrealized +23.1%
GDX VANECK ETF TRUST 0.0%
Value ($000) $957 (+15.2%) Shares 11,157 (+2.6%) Est. Cost $37.35 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $865 (+16.7%) Shares 27,933 (+19.2%) Est. Cost $33.25 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $1,034 (+13.3%) Shares 16,152 (+5.5%) Est. Cost $59.87 Unrealized
ESGD ISHARES TR 0.0%
Value ($000) $148 (+263.3%) Shares 1,556 (+255.3%) Est. Cost $93.44 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $3,684 (+3.0%) Shares 22,745 (+7.1%) Est. Cost $155.15 Unrealized +0.7%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $9,904 (+1.0%) Shares 68,794 (+97.8%) Est. Cost $197.92 Unrealized
NSC NORFOLK SOUTHERN CORPORATION 0.3%
Value ($000) $13,657 (+0.7%) Shares 47,300 (+4.8%) Est. Cost $241.34 Unrealized +19.6%
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $121 (+394.4%) Shares 1,215 (+386.0%) Est. Cost $96.99 Unrealized
CHH CHOICE HOTELS INTERNATIONAL, INC 0.0%
Value ($000) $874 (-9.8%) Shares 9,174 (+1.2%) Est. Cost $121.11 Unrealized -21.6%
GSK GSK PLC 0.0%
Value ($000) $271 (+52.0%) Shares 5,530 (+33.8%) Est. Cost $44.00 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR 0.1%
Value ($000) $3,280 (+2.9%) Shares 81,290 (+7.4%) Est. Cost $41.48 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $937 (+10.9%) Shares 5,820 (+2.4%) Est. Cost $108.20 Unrealized +48.4%
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $230 (+63.8%) Shares 1,421 (+62.0%) Est. Cost $169.35 Unrealized -8.5%
SO SOUTHERN CO 0.0%
Value ($000) $2,217 (-3.8%) Shares 25,425 (+4.5%) Est. Cost $72.20 Unrealized +25.9%
IBMP ISHARES IBONDS DEC 2027 MUNI ETF 0.0%
Value ($000) $1,384 (+6.5%) Shares 54,501 (+6.9%) Est. Cost $25.35 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $147 (+132.7%) Shares 715 (+122.7%) Est. Cost $184.65 Unrealized +7.8%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $330 (+33.4%) Shares 1,928 (+4.3%) Est. Cost $91.65 Unrealized +69.5%
DFEM DIMENSIONAL EMERGING MKTS CORE EQUITY 2 ETF 0.0%
Value ($000) $173 (+78.4%) Shares 5,231 (+73.0%) Est. Cost $32.50 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $448 (+20.0%) Shares 1,245 (+8.7%) Est. Cost $295.41 Unrealized
AVLV AMERICAN CENTY ETF TR 0.0%
Value ($000) $96 (+295.0%) Shares 1,262 (+276.7%) Est. Cost $74.84 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $829 (-7.6%) Shares 7,390 (+4.4%) Est. Cost $125.13 Unrealized -6.9%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $2,462 (+2.8%) Shares 48,947 (+2.4%) Est. Cost $50.01 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,739 (+4.0%) Shares 9,079 (+3.0%) Est. Cost $167.66 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $102 (+185.4%) Shares 917 (+387.8%) Est. Cost $210.25 Unrealized +3.5%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $877 (-6.9%) Shares 4,726 (+1.2%) Est. Cost $104.73 Unrealized +78.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $865 (+8.1%) Shares 7,452 (+1.4%) Est. Cost $41.72 Unrealized +164.9%
CACI CACI INTL INC 0.0%
Value ($000) $709 (+9.3%) Shares 1,330 (+2.3%) Est. Cost $485.26 Unrealized +16.4%
SDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $94 (+157.9%) Shares 2,462 (+155.9%) Est. Cost $37.13 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $394 (+17.0%) Shares 15,013 (+14.6%) Est. Cost $24.14 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $642 (+9.3%) Shares 2,385 (+13.7%) Est. Cost $269.31 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $57 (+1913.5%) Shares 598 (+1962.1%) Est. Cost $98.31 Unrealized -0.3%
KMX CARMAX INC 0.0%
Value ($000) $1,165 (-4.4%) Shares 30,156 (+11.0%) Est. Cost $57.81 Unrealized -30.8%
GMED GLOBUS MED INC 0.0%
Value ($000) $133 (+59.0%) Shares 1,525 (+4.3%) Est. Cost $58.34 Unrealized +30.1%
BSJQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $575 (+9.3%) Shares 24,636 (+9.6%) Est. Cost $23.31 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR 0.1%
Value ($000) $5,703 (-0.8%) Shares 47,757 (+99.0%) Est. Cost $168.62 Unrealized
XLB MATERIALS SELECT SECTOR SPDR TRUST 0.2%
Value ($000) $9,929 (+0.5%) Shares 218,948 (+98.6%) Est. Cost $66.73 Unrealized
BSJR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $578 (+8.8%) Shares 25,562 (+9.4%) Est. Cost $22.60 Unrealized
RDDT REDDIT INC 0.0%
Value ($000) $61 (+276.9%) Shares 264 (+277.1%) Est. Cost $191.47 Unrealized +9.8%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $154 (+40.0%) Shares 1,160 (+37.8%) Est. Cost $128.68 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $151 (+38.2%) Shares 11,505 (+26.0%) Est. Cost $11.29 Unrealized +13.6%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1,837 (-2.1%) Shares 41,080 (+95.6%) Est. Cost $65.51 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $255 (-12.5%) Shares 6,344 (+6.9%) Est. Cost $46.19 Unrealized -9.0%
MCO MOODYS CORP 0.0%
Value ($000) $224 (+18.0%) Shares 438 (+10.1%) Est. Cost $484.70 Unrealized +0.5%
GLDM WORLD GOLD TR 0.0%
Value ($000) $106 (+45.3%) Shares 1,239 (+30.1%) Est. Cost $74.34 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $63 (+91.0%) Shares 6,264 (+69.4%) Est. Cost $9.65 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $103 (+39.7%) Shares 5,208 (+4.1%) Est. Cost $13.62 Unrealized +16.5%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $29 (+6295.2%) Shares 385 (+7600.0%) Est. Cost $81.42 Unrealized +0.6%
ASTS AST SPACEMOBILE INC 0.0%
Value ($000) $67 (+74.9%) Shares 923 (+18.2%) Est. Cost $39.23 Unrealized +81.9%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $345 (+9.0%) Shares 717 (+5.1%) Est. Cost $442.53 Unrealized
TRP TC ENERGY CORP 0.0%
Value ($000) $55 (+102.2%) Shares 1,000 (+100.0%) Est. Cost $50.91 Unrealized +4.8%
SMR NUSCALE PWR CORP 0.0%
Value ($000) $25 (-52.3%) Shares 1,757 (+21.2%) Est. Cost $25.71 Unrealized +11.3%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $94 (+40.9%) Shares 1,066 (+32.4%) Est. Cost $79.93 Unrealized +4.9%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $77 (+53.5%) Shares 378 (+32.2%) Est. Cost $163.35 Unrealized +13.6%
ETHA ISHARES ETHEREUM TR 0.0%
Value ($000) $53 (+101.7%) Shares 2,366 (+183.4%) Est. Cost $25.63 Unrealized
NYT NEW YORK TIMES CO 0.0%
Value ($000) $105 (+30.8%) Shares 1,515 (+8.1%) Est. Cost $57.08 Unrealized +8.3%
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $33 (+296.8%) Shares 719 (+313.2%) Est. Cost $45.92 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $156 (+18.3%) Shares 1,833 (+17.0%) Est. Cost $68.18 Unrealized +28.3%
APLD APPLIED DIGITAL CORP 0.0%
Value ($000) $81 (+40.5%) Shares 3,306 (+31.5%) Est. Cost $12.50 Unrealized +130.4%
CPAY CORPAY INC 0.0%
Value ($000) $311 (+7.9%) Shares 1,033 (+3.3%) Est. Cost $317.86 Unrealized -8.7%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $112 (+25.6%) Shares 493 (+87.5%) Est. Cost $310.93 Unrealized -4.2%
TKO TKO GROUP HOLDINGS INC 0.0%
Value ($000) $58 (+61.6%) Shares 278 (+56.2%) Est. Cost $185.12 Unrealized +4.7%
CPNG COUPANG INC 0.0%
Value ($000) $65 (-24.1%) Shares 2,742 (+3.7%) Est. Cost $25.77 Unrealized +10.4%
BOTZ GLOBAL X FDS 0.0%
Value ($000) $59 (+52.5%) Shares 1,638 (+49.2%) Est. Cost $34.16 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $101 (+25.1%) Shares 1,011 (+30.8%) Est. Cost $96.76 Unrealized +5.4%
SH PROSHARES TR 0.0%
Value ($000) $61 (+47.3%) Shares 1,700 (+51.1%) Est. Cost $36.65 Unrealized
IONQ IONQ INC 0.0%
Value ($000) $98 (-16.6%) Shares 2,187 (+14.3%) Est. Cost $42.50 Unrealized +31.9%
MGK VANGUARD MEGA CAP GROWTH INDEX FUND 0.0%
Value ($000) $52 (+58.9%) Shares 127 (+54.9%) Est. Cost $382.68 Unrealized
IGM ISHARES TR 0.0%
Value ($000) $31 (+159.6%) Shares 238 (+153.2%) Est. Cost $127.90 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $232 (+8.9%) Shares 3,043 (+42.5%) Est. Cost $89.03 Unrealized
MANU MANCHESTER UTD PLC NEW 0.0%
Value ($000) $19 (+7539.5%) Shares 1,166 (+7187.5%) Est. Cost $16.13 Unrealized +0.1%
DUFF & PHELPS UTLITY AND INF 0.0%
Value ($000) $205 (+9.4%) Shares 16,118 (+11.2%) Est. Cost $12.89 Unrealized
AAL AMERICAN AIRLINES GROUP INC 0.0%
Value ($000) $20 (+499.9%) Shares 1,323 (+339.5%) Est. Cost $12.88 Unrealized +4.7%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $116 (+17.0%) Shares 2,474 (+11.3%) Est. Cost $38.88 Unrealized +12.3%
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $21 (+359.2%) Shares 1,625 (+303.2%) Est. Cost $12.64 Unrealized
NLR VANECK ETF TRUST 0.0%
Value ($000) $64 (+34.5%) Shares 514 (+46.9%) Est. Cost $127.25 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $303 (-4.9%) Shares 1,536 (+3.5%) Est. Cost $169.85 Unrealized +24.5%
BE BLOOM ENERGY CORP 0.0%
Value ($000) $142 (+11.7%) Shares 1,636 (+8.7%) Est. Cost $48.40 Unrealized +117.1%
RBRK RUBRIK INC. 0.0%
Value ($000) $31 (+86.0%) Shares 400 (+100.0%) Est. Cost $81.34 Unrealized -5.7%
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $56 (+32.1%) Shares 1,236 (+32.1%) Est. Cost $43.31 Unrealized
RBA RB GLOBAL INC 0.0%
Value ($000) $165 (+8.5%) Shares 1,603 (+14.3%) Est. Cost $110.80 Unrealized -8.3%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $101 (+14.5%) Shares 2,928 (+24.3%) Est. Cost $39.09 Unrealized -15.9%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $3,735 (+0.3%) Shares 12,868 (+1.6%) Est. Cost $246.65 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value ($000) $893 (-1.3%) Shares 11,540 (+5.9%) Est. Cost $83.56 Unrealized -3.9%
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $221 (+5.8%) Shares 872 (+3.3%) Est. Cost $228.49 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $25 (+92.6%) Shares 213 (+93.6%) Est. Cost $113.39 Unrealized
ARKQ ARK ETF TR 0.0%
Value ($000) $17 (+215.6%) Shares 148 (+208.3%) Est. Cost $106.87 Unrealized
EXE EXPAND ENERGY CORPORATION 0.0%
Value ($000) $26 (+81.4%) Shares 234 (+74.6%) Est. Cost $104.04 Unrealized +6.3%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $107 (+11.9%) Shares 847 (+26.0%) Est. Cost $130.81 Unrealized +7.6%
CROX CROCS INC 0.0%
Value ($000) $15 (+234.9%) Shares 180 (+227.3%) Est. Cost $85.97 Unrealized -2.7%
WMB THE WILLIAMS COMPANIES, INC. 0.0%
Value ($000) $1,117 (+1.0%) Shares 18,585 (+6.4%) Est. Cost $57.95 Unrealized +3.7%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $94 (-9.9%) Shares 185 (+3.4%) Est. Cost $546.80 Unrealized -3.6%
ELME ELME COMMUNITIES 0.0%
Value ($000) $220 (+4.9%) Shares 12,657 (+1.6%) Est. Cost $15.98 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $48 (+27.3%) Shares 666 (+20.9%) Est. Cost $67.44 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $718 (-1.4%) Shares 9,906 (+3.4%) Est. Cost $70.42 Unrealized +7.2%
FGD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $149 (+7.1%) Shares 4,930 (+1.7%) Est. Cost $27.84 Unrealized
QUBT QUANTUM COMPUTING INC 0.0%
Value ($000) $10 (+2125.6%) Shares 1,000 (+3900.0%) Est. Cost $14.30 Unrealized -0.5%
TOTL SSGA ACTIVE ETF TR 0.0%
Value ($000) $11 (+699.2%) Shares 274 (+705.9%) Est. Cost $40.29 Unrealized
PLNT PLANET FITNESS INC 0.0%
Value ($000) $54 (+21.2%) Shares 494 (+16.0%) Est. Cost $105.84 Unrealized -2.7%
ARGX ARGENX SE 0.0%
Value ($000) $24 (+59.6%) Shares 28 (+40.0%) Est. Cost $767.10 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $14 (+180.0%) Shares 163 (+167.2%) Est. Cost $81.33 Unrealized
MP MP MATERIALS CORP 0.0%
Value ($000) $9 (+1447.5%) Shares 185 (+1955.6%) Est. Cost $63.39 Unrealized +0.0%
NIO NIO INC 0.0%
Value ($000) $30 (+32.7%) Shares 5,950 (+98.3%) Est. Cost $4.26 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $26 (+38.5%) Shares 147 (+51.5%) Est. Cost $166.43 Unrealized +12.5%
IREN IREN LIMITED 0.0%
Value ($000) $21 (+52.8%) Shares 554 (+89.7%) Est. Cost $37.20 Unrealized +38.7%
HAS HASBRO INC 0.0%
Value ($000) $57 (+14.4%) Shares 693 (+5.8%) Est. Cost $76.57 Unrealized +1.9%
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value ($000) $32 (+25.9%) Shares 223 (+27.4%) Est. Cost $129.14 Unrealized +19.1%
TEMPLETON EMERGING MKTS INCO 0.0%
Value ($000) $90 (+7.9%) Shares 14,000 (+3.7%) Est. Cost $6.21 Unrealized
INDA ISHARES TR 0.0%
Value ($000) $32 (+25.1%) Shares 588 (+20.5%) Est. Cost $52.40 Unrealized
OVB LISTED FDS TR 0.0%
Value ($000) $407 (+1.5%) Shares 19,836 (+3.1%) Est. Cost $20.52 Unrealized
CLSK CLEANSPARK INC 0.0%
Value ($000) $16 (+58.1%) Shares 1,622 (+126.5%) Est. Cost $13.35 Unrealized +12.3%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $113 (+5.3%) Shares 4,179 (+2.5%) Est. Cost $25.53 Unrealized -0.6%
DUOL DUOLINGO INC 0.0%
Value ($000) $27 (-17.7%) Shares 151 (+51.0%) Est. Cost $301.08 Unrealized -21.7%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $117 (+5.1%) Shares 2,496 (+4.9%) Est. Cost $47.24 Unrealized
SE SEA LTD 0.0%
Value ($000) $15 (-24.9%) Shares 120 (+5.3%) Est. Cost $176.17 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $92 (+5.5%) Shares 231 (+20.9%) Est. Cost $361.35 Unrealized +22.5%
FLUT FLUTTER ENTMT PLC 0.0%
Value ($000) $38 (+13.5%) Shares 177 (+34.1%) Est. Cost $275.45 Unrealized -18.4%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $27 (+19.7%) Shares 185 (+1.1%) Est. Cost $89.17 Unrealized +48.9%
TLT ISHARES BARCLAYS 20 PLUS YEAR TREASURY BOND FUND 0.0%
Value ($000) $10 (+73.7%) Shares 114 (+78.1%) Est. Cost $87.77 Unrealized
NTRA NATERA INC 0.0%
Value ($000) $9 (+83.6%) Shares 40 (+29.0%) Est. Cost $169.54 Unrealized +23.0%
QLD PROSHARES TR 0.0%
Value ($000) $141 (+3.0%) Shares 1,996 (+100.8%) Est. Cost $93.97 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $20 (+25.8%) Shares 123 (+21.8%) Est. Cost $152.20 Unrealized +5.9%
APP APPLOVIN CORP 0.0%
Value ($000) $298 (+1.3%) Shares 442 (+8.1%) Est. Cost $378.03 Unrealized +66.7%
LYFT LYFT INC 0.0%
Value ($000) $4 (+16660.9%) Shares 199 (+19800.0%) Est. Cost $20.75 Unrealized +0.2%
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $44 (-8.0%) Shares 835 (+5.0%) Est. Cost $58.00 Unrealized -10.2%
BL BLACKLINE INC 0.0%
Value ($000) $30 (+14.6%) Shares 534 (+10.1%) Est. Cost $51.97 Unrealized +6.0%
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $4 (+2721.3%) Shares 658 (+3770.6%) Est. Cost $7.13 Unrealized +2.4%
CRCL CIRCLE INTERNET GROUP INC 0.0%
Value ($000) $8 (+79.4%) Shares 105 (+200.0%) Est. Cost $121.64 Unrealized -15.0%
HUBS HUBSPOT INC 0.0%
Value ($000) $88 (+4.3%) Shares 220 (+21.5%) Est. Cost $513.61 Unrealized -19.3%
SCZ ISHARES TR 0.0%
Value ($000) $123 (+3.0%) Shares 1,587 (+2.0%) Est. Cost $72.79 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $46 (+8.3%) Shares 2,669 (+1.9%) Est. Cost $20.72 Unrealized -21.5%
PM PHILIP MORRIS INTERNATIONAL INC 0.3%
Value ($000) $18,580 (-0.0%) Shares 115,835 (+1.1%) Est. Cost $93.62 Unrealized +64.0%
EQIX EQUINIX INC 0.0%
Value ($000) $95 (+3.7%) Shares 124 (+6.0%) Est. Cost $790.97 Unrealized -1.2%
USPH U S PHYSICAL THERAPY 0.0%
Value ($000) $7 (+83.8%) Shares 94 (+100.0%) Est. Cost $80.63 Unrealized +0.6%
KKR KKR & CO INC 0.0%
Value ($000) $36 (+10.2%) Shares 283 (+12.3%) Est. Cost $139.75 Unrealized -11.1%
CRWV COREWEAVE INC 0.0%
Value ($000) $113 (+3.0%) Shares 1,574 (+96.8%) Est. Cost $103.77 Unrealized -2.3%
KMI KINDER MORGAN INC 0.0%
Value ($000) $902 (-0.4%) Shares 32,802 (+2.6%) Est. Cost $26.91 Unrealized +0.0%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $7 (+95.8%) Shares 202 (+100.0%) Est. Cost $31.41 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $29 (+10.8%) Shares 203 (+2.0%) Est. Cost $135.97 Unrealized -2.5%
SMMU PIMCO ETF TR 0.0%
Value ($000) $123 (+2.3%) Shares 2,430 (+2.6%) Est. Cost $50.35 Unrealized
IBOT VANECK ETF TRUST 0.0%
Value ($000) $5 (+110.9%) Shares 100 (+100.0%) Est. Cost $49.30 Unrealized
DOX AMDOCS LTD 0.0%
Value ($000) $39 (+7.1%) Shares 490 (+9.1%) Est. Cost $85.09 Unrealized -6.1%
ROKU ROKU INC 0.0%
Value ($000) $27 (+10.1%) Shares 249 (+1.6%) Est. Cost $70.37 Unrealized +44.2%
DXCM DEXCOM INC 0.0%
Value ($000) $335 (+0.7%) Shares 5,051 (+2.1%) Est. Cost $78.72 Unrealized -17.9%
FETH FIDELITY ETHEREUM FD 0.0%
Value ($000) $6 (-27.3%) Shares 204 (+2.0%) Est. Cost $25.26 Unrealized
CIFR CIPHER MINING INC 0.0%
Value ($000) $2 (+5694.9%) Shares 153 (+5000.0%) Est. Cost $17.45 Unrealized +1.1%
MOS MOSAIC CO NEW 0.0%
Value ($000) $3 (+288.1%) Shares 123 (+459.1%) Est. Cost $27.58 Unrealized -3.0%
SNPS SYNOPSYS INC 0.0%
Value ($000) $268 (-0.8%) Shares 571 (+4.2%) Est. Cost $483.83 Unrealized -8.2%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $180 (+1.2%) Shares 3,127 (+5.1%) Est. Cost $51.28 Unrealized +16.0%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $1,162 (+0.2%) Shares 25,521 (+7.2%) Est. Cost $38.68 Unrealized +22.4%
EVGO EVGO INC 0.0%
Value ($000) $3 (-36.1%) Shares 1,191 (+3.8%) Est. Cost $3.83 Unrealized -5.1%
SPYG SPDR SERIES TRUST 0.0%
Value ($000) $12 (+18.5%) Shares 117 (+17.0%) Est. Cost $97.16 Unrealized
EWG ISHARES INC 0.0%
Value ($000) $38 (+5.0%) Shares 905 (+2.8%) Est. Cost $42.32 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $202 (+0.9%) Shares 1,786 (+27.8%) Est. Cost $102.44 Unrealized +26.9%
NVTS NAVITAS SEMICONDUCTOR CORP 0.0%
Value ($000) $2 (+246.1%) Shares 350 (+250.0%) Est. Cost $8.78 Unrealized +9.5%
PATH UIPATH INC 0.0%
Value ($000) $2 (+597.4%) Shares 114 (+470.0%) Est. Cost $14.94 Unrealized +4.2%
TQQQ PROSHARES TR 0.0%
Value ($000) $58 (-2.5%) Shares 1,097 (+91.1%) Est. Cost $68.77 Unrealized
RBLX ROBLOX CORP 0.0%
Value ($000) $7 (-16.3%) Shares 83 (+43.1%) Est. Cost $116.63 Unrealized -9.0%
UMI USCF ETF TR 0.0%
Value ($000) $54 (-2.3%) Shares 1,091 (+2.2%) Est. Cost $51.00 Unrealized
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $1 (+737.0%) Shares 16 (+700.0%) Est. Cost $83.31 Unrealized +1.0%
HYG ISHARES TR 0.0%
Value ($000) $122 (+1.0%) Shares 1,508 (+1.7%) Est. Cost $80.65 Unrealized
GLOB GLOBANT S A 0.0%
Value ($000) $2 (+207.7%) Shares 27 (+170.0%) Est. Cost $79.14 Unrealized -20.6%
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value ($000) $4 (-21.0%) Shares 152 (+1.3%) Est. Cost $29.93 Unrealized +16.5%
HUMA HUMACYTE INC 0.0%
Value ($000) $3 (+65.6%) Shares 3,000 (+200.0%) Est. Cost $1.60 Unrealized -11.3%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $1,198 (-0.1%) Shares 23,947 (+13.6%) Est. Cost $55.77 Unrealized -3.7%
ETSY ETSY INC 0.0%
Value ($000) $4 (+30.1%) Shares 81 (+55.8%) Est. Cost $53.90 Unrealized +13.2%
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $1 (+2772.2%) Shares 32 (+3100.0%) Est. Cost $32.75 Unrealized +0.3%
RKT ROCKET COS INC 0.0%
Value ($000) $14 (+7.3%) Shares 742 (+7.4%) Est. Cost $17.45 Unrealized +2.5%
OVT LISTED FDS TR 0.0%
Value ($000) $179 (+0.5%) Shares 8,158 (+2.3%) Est. Cost $22.25 Unrealized
SAM BOSTON BEER INC 0.0%
Value ($000) $14 (+7.0%) Shares 73 (+15.9%) Est. Cost $226.89 Unrealized -9.1%
TWO TWO HBRS INVT CORP 0.0%
Value ($000) $2 (+99.1%) Shares 174 (+87.1%) Est. Cost $10.17 Unrealized
NWE NORTHWESTERN ENERGY GROUP IN 0.0%
Value ($000) $2 (+73.0%) Shares 33 (+57.1%) Est. Cost $56.98 Unrealized +10.2%
SPUU DIREXION SHS ETF TR 0.0%
Value ($000) $4 (+26.0%) Shares 22 (+22.2%) Est. Cost $167.72 Unrealized
PSTG PURE STORAGE INC 0.0%
Value ($000) $17 (+5.2%) Shares 250 (+31.6%) Est. Cost $58.87 Unrealized +41.9%
EME EMCOR GROUP INC 0.0%
Value ($000) $8 (+11.3%) Shares 13 (+18.2%) Est. Cost $612.70 Unrealized +5.7%
IGSB ISHARES TR 0.0%
Value ($000) $61 (+1.2%) Shares 1,160 (+1.5%) Est. Cost $52.76 Unrealized
MNR MACH NATURAL RESOURCES LP 0.0%
Value ($000) $4 (-14.4%) Shares 384 (+2.1%) Est. Cost $13.14 Unrealized
IBN ICICI BANK LIMITED 0.0%
Value ($000) $4 (+18.3%) Shares 150 (+20.0%) Est. Cost $30.16 Unrealized
ACHR ARCHER AVIATION INC 0.0%
Value ($000) $1 (+170.0%) Shares 141 (+243.9%) Est. Cost $9.40 Unrealized +0.2%
TEM TEMPUS AI INC 0.0%
Value ($000) $2 (+51.2%) Shares 31 (+106.7%) Est. Cost $68.12 Unrealized +14.8%
GRAB GRAB HOLDINGS LIMITED 0.0%
Value ($000) $2 (+38.2%) Shares 375 (+66.7%) Est. Cost $5.35 Unrealized +3.2%
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $14 (+3.4%) Shares 380 (+3.8%) Est. Cost $33.12 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $17 (+2.3%) Shares 172 (+1.2%) Est. Cost $94.65 Unrealized
SRFM SURF AIR MOBILITY INC 0.0%
Value ($000) $1 (+80.9%) Shares 400 (+300.0%) Est. Cost $3.57 Unrealized -10.4%
INVESCO HIGH INCOME TR II 0.0%
Value ($000) $27 (+1.2%) Shares 2,440 (+1.6%) Est. Cost $10.94 Unrealized
ARKW ARK ETF TR 0.0%
Value ($000) $2 (-14.1%) Shares 13 (+8.3%) Est. Cost $147.22 Unrealized
CIVI CIVITAS RESOURCES INC 0.0%
Value ($000) $18 (-1.4%) Shares 657 (+18.4%) Est. Cost $27.82 Unrealized +2.6%
CRGY CRESCENT ENERGY COMPANY 0.0%
Value ($000) $4 (-4.8%) Shares 520 (+1.2%) Est. Cost $8.91 Unrealized -2.1%
CHPT CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $0 (-37.7%) Shares 44 (+2.3%) Est. Cost $11.40 Unrealized -17.1%
PUBM PUBMATIC INC 0.0%
Value ($000) $1 (+14.1%) Shares 131 (+6.5%) Est. Cost $10.09 Unrealized -13.7%
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $1 (+20.6%) Shares 132 (+76.0%) Est. Cost $6.73 Unrealized +4.6%
BLCN SIREN ETF TR 0.0%
Value ($000) $1 (-11.0%) Shares 40 (+2.6%) Est. Cost $23.30 Unrealized
GPMT GRANITE PT MTG TR INC 0.0%
Value ($000) $0 (+48.8%) Shares 132 (+85.9%) Est. Cost $2.72 Unrealized
PRM PERIMETER SOLUTIONS INC 0.0%
Value ($000) $0 (+33.1%) Shares 13 (+8.3%) Est. Cost $19.43 Unrealized +30.0%
ANGL VANECK ETF TRUST 0.0%
Value ($000) $9 (+0.9%) Shares 321 (+1.9%) Est. Cost $29.27 Unrealized
GRWG GROWGENERATION CORP 0.0%
Value ($000) $2 (-1.3%) Shares 1,600 (+23.1%) Est. Cost $1.29 Unrealized +27.4%
PLUG PLUG POWER INC 0.0%
Value ($000) $0 (-14.0%) Shares 56 (+1.8%) Est. Cost $1.03 Unrealized +154.4%
ACB AURORA CANNABIS INC 0.0%
Value ($000) $0 (-16.7%) Shares 13 (+18.2%) Est. Cost $4.88 Unrealized +0.1%

Exited Positions (113)

ERIE ERIE INDTY CO 0.4%
Value ($000) $23,664 Shares 74,377 Est. Cost $167.63 Unrealized +78.0%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $4,690 Shares 191,229 Est. Cost $24.42 Unrealized
ISHARES IBONDS DEC 2025 CORP ETF 0.1%
Value ($000) $4,565 Shares 181,228 Est. Cost $25.18 Unrealized
UNILEVER PLC 0.1%
Value ($000) $4,442 Shares 74,940 Est. Cost $61.22 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $2,320 Shares 112,111 Est. Cost $20.38 Unrealized
EQH EQUITABLE HLDGS INC 0.0%
Value ($000) $1,684 Shares 33,168 Est. Cost $52.55 Unrealized -10.1%
ISHARES IBONDS DEC 2025 MUNI ETF 0.0%
Value ($000) $825 Shares 30,810 Est. Cost $26.76 Unrealized
ENTG ENTEGRIS INC 0.0%
Value ($000) $660 Shares 7,138 Est. Cost $84.89 Unrealized +2.2%
KELLANOVA 0.0%
Value ($000) $366 Shares 4,465 Est. Cost $41.80 Unrealized +97.7%
UMBF UMB FINL CORP 0.0%
Value ($000) $295 Shares 2,490 Est. Cost $115.25 Unrealized -1.7%
EATON VANCE SR FLTNG RTE TR 0.0%
Value ($000) $235 Shares 20,500 Est. Cost $12.12 Unrealized
PJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $217 Shares 4,730 Est. Cost $44.05 Unrealized
PFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $214 Shares 5,384 Est. Cost $38.01 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $137 Shares 1,038 Est. Cost $119.94 Unrealized +27.8%
HEIDRICK & STRUGGLES INTL IN 0.0%
Value ($000) $110 Shares 2,212 Est. Cost $45.76 Unrealized
HDV ISHARES HIGH DIVIDEND ETF 0.0%
Value ($000) $92 Shares 750 Est. Cost $117.17 Unrealized
BLACKROCK INVT QUALITY MUN T 0.0%
Value ($000) $83 Shares 7,300 Est. Cost $10.92 Unrealized
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value ($000) $81 Shares 3,156 Est. Cost $25.79 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $73 Shares 1,515 Est. Cost $47.73 Unrealized -13.7%
KLIP KRANESHARES TRUST 0.0%
Value ($000) $64 Shares 1,950 Est. Cost $32.90 Unrealized
BXP BXP INC 0.0%
Value ($000) $56 Shares 750 Est. Cost $64.41 Unrealized +9.3%
DV DOUBLEVERIFY HLDGS INC 0.0%
Value ($000) $51 Shares 4,257 Est. Cost $14.83 Unrealized -25.6%
RY ROYAL BK CDA 0.0%
Value ($000) $38 Shares 255 Est. Cost $137.85 Unrealized +11.4%
NUVEEN NEW JERSEY QULT MUN F 0.0%
Value ($000) $37 Shares 2,972 Est. Cost $11.35 Unrealized
LADR LADDER CAP CORP 0.0%
Value ($000) $34 Shares 3,142 Est. Cost $10.91 Unrealized
BITX VOLATILITY SHS TR 0.0%
Value ($000) $33 Shares 600 Est. Cost $55.08 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $29 Shares 1,243 Est. Cost $23.81 Unrealized +5.4%
BUG GLOBAL X FDS 0.0%
Value ($000) $27 Shares 775 Est. Cost $37.10 Unrealized
PINE ALPINE INCOME PPTY TR INC 0.0%
Value ($000) $25 Shares 1,797 Est. Cost $14.17 Unrealized
ISHARES TR 0.0%
Value ($000) $24 Shares 1,045 Est. Cost $23.36 Unrealized
ELF E L F BEAUTY INC 0.0%
Value ($000) $24 Shares 182 Est. Cost $123.34 Unrealized -20.2%
OWL BLUE OWL CAPITAL INC 0.0%
Value ($000) $21 Shares 1,245 Est. Cost $19.02 Unrealized -17.8%
TOTALENERGIES SE 0.0%
Value ($000) $21 Shares 350 Est. Cost $59.69 Unrealized
BLACKROCK ESG CAP ALLC TERM 0.0%
Value ($000) $20 Shares 1,245 Est. Cost $16.40 Unrealized
LI LI AUTO INC 0.0%
Value ($000) $19 Shares 750 Est. Cost $27.11 Unrealized
EUAD SPINNAKER ETF SERIES 0.0%
Value ($000) $18 Shares 375 Est. Cost $43.15 Unrealized
DECW AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $16 Shares 490 Est. Cost $32.99 Unrealized
EG EVEREST GROUP LTD 0.0%
Value ($000) $16 Shares 45 Est. Cost $337.63 Unrealized -2.2%
AI C3 AI INC 0.0%
Value ($000) $15 Shares 850 Est. Cost $22.39 Unrealized -28.8%
EBIZ GLOBAL X FDS 0.0%
Value ($000) $15 Shares 420 Est. Cost $30.63 Unrealized
CALM CAL MAINE FOODS INC 0.0%
Value ($000) $14 Shares 150 Est. Cost $90.21 Unrealized -4.0%
FUN SIX FLAGS ENTERTAINMENT CORP 0.0%
Value ($000) $13 Shares 576 Est. Cost $26.56 Unrealized -31.9%
AFK VANECK ETF TRUST 0.0%
Value ($000) $12 Shares 500 Est. Cost $20.16 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $12 Shares 125 Est. Cost $96.70 Unrealized
CUBE CUBESMART 0.0%
Value ($000) $11 Shares 266 Est. Cost $40.66 Unrealized
SRAD SPORTRADAR GROUP AG 0.0%
Value ($000) $11 Shares 400 Est. Cost $27.79 Unrealized
ALLETE INC 0.0%
Value ($000) $10 Shares 156 Est. Cost $64.07 Unrealized
TIPX SPDR SERIES TRUST 0.0%
Value ($000) $10 Shares 530 Est. Cost $19.29 Unrealized
BRBS BLUE RIDGE BANKSHARES INC VA 0.0%
Value ($000) $10 Shares 2,392 Est. Cost $3.67 Unrealized +15.6%
MRP MILLROSE PPTYS INC 0.0%
Value ($000) $8 Shares 242 Est. Cost $33.61 Unrealized
GRBK GREEN BRICK PARTNERS, INC. 0.0%
Value ($000) $7 Shares 100 Est. Cost $68.33 Unrealized -3.5%
PCTY PAYLOCITY HLDG CORP 0.0%
Value ($000) $7 Shares 45 Est. Cost $177.08 Unrealized -16.0%
FLTW FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $6 Shares 100 Est. Cost $52.26 Unrealized
ENS ENERSYS 0.0%
Value ($000) $6 Shares 50 Est. Cost $93.21 Unrealized +43.1%
ZROZ PIMCO ETF TR 0.0%
Value ($000) $5 Shares 75 Est. Cost $67.96 Unrealized
VITL VITAL FARMS, INC. 0.0%
Value ($000) $5 Shares 120 Est. Cost $43.42 Unrealized -19.0%
KARO KAROOOOO LTD. 0.0%
Value ($000) $5 Shares 83 Est. Cost $50.20 Unrealized -6.7%
ETOR ETORO GROUP LTD 0.0%
Value ($000) $4 Shares 100 Est. Cost $64.04 Unrealized -39.7%
GLP GLOBAL PARTNERS LP 0.0%
Value ($000) $4 Shares 83 Est. Cost $52.81 Unrealized
PAAS PAN AMERN SILVER CORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $32.15 Unrealized +30.2%
VIK VIKING HOLDINGS LTD 0.0%
Value ($000) $4 Shares 60 Est. Cost $59.63 Unrealized +7.0%
GEMI GEMINI SPACE STA INC 0.0%
Value ($000) $4 Shares 150 Est. Cost $25.81 Unrealized -39.6%
CORZ CORE SCIENTIFIC INC NEW 0.0%
Value ($000) $4 Shares 200 Est. Cost $14.67 Unrealized +18.9%
TILRAY BRANDS INC 0.0%
Value ($000) $3 Shares 1,907 Est. Cost $1.73 Unrealized
NVEC NVE CORP 0.0%
Value ($000) $3 Shares 50 Est. Cost $67.79 Unrealized -1.4%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $3 Shares 14 Est. Cost $227.43 Unrealized -2.7%
AVXL ANAVEX LIFE SCIENCES CORP. 0.0%
Value ($000) $3 Shares 350 Est. Cost $10.14 Unrealized -39.6%
TTAN SERVICETITAN INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $111.77 Unrealized -12.6%
BMO BANK OF MONTREAL 0.0%
Value ($000) $3 Shares 23 Est. Cost $99.39 Unrealized +27.4%
LGLV SPDR SERIES TRUST 0.0%
Value ($000) $3 Shares 17 Est. Cost $170.00 Unrealized
HMY HARMONY GOLD MINING CO LTD 0.0%
Value ($000) $3 Shares 150 Est. Cost $18.15 Unrealized
EMX EMX RTY CORP 0.0%
Value ($000) $3 Shares 500 Est. Cost $5.15 Unrealized
INVESCO QUALITY MUN INCOME T 0.0%
Value ($000) $2 Shares 250 Est. Cost $9.38 Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $2 Shares 25 Est. Cost $96.96 Unrealized
FIP FTAI INFRASTRUCTURE INC 0.0%
Value ($000) $2 Shares 502 Est. Cost $5.36 Unrealized -8.4%
SDGR SCHRODINGER INC 0.0%
Value ($000) $2 Shares 105 Est. Cost $20.09 Unrealized -5.6%
HLIT HARMONIC INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $9.42 Unrealized +6.9%
ZIMVIE INC 0.0%
Value ($000) $2 Shares 105 Est. Cost $17.31 Unrealized
TYGO TIGO ENERGY INC 0.0%
Value ($000) $2 Shares 750 Est. Cost $1.49 Unrealized +34.2%
CLBT CELLEBRITE DI LTD. 0.0%
Value ($000) $2 Shares 100 Est. Cost $15.71 Unrealized +14.3%
ACDC PROFRAC HLDG CORP 0.0%
Value ($000) $2 Shares 500 Est. Cost $6.55 Unrealized -37.6%
IOT SAMSARA INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $39.23 Unrealized -1.3%
HELP CYBIN INC 0.0%
Value ($000) $1 Shares 250 Est. Cost $7.09 Unrealized -9.2%
ILTB ISHARES TR 0.0%
Value ($000) $1 Shares 26 Est. Cost $50.50 Unrealized
KRT KARAT PACKAGING INC. 0.0%
Value ($000) $1 Shares 50 Est. Cost $26.30 Unrealized -12.0%
GSHD GOOSEHEAD INSURANCE, INC. 0.0%
Value ($000) $1 Shares 15 Est. Cost $88.10 Unrealized -19.1%
SYM SYMBOTIC INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.54 Unrealized +30.7%
SOUNW SOUNDHOUND AI INC 0.0%
Value ($000) $1 Shares 150 Est. Cost $4.50 Unrealized
MARA MARA HOLDINGS INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $16.85 Unrealized -12.5%
ICHR ICHOR HOLDINGS 0.0%
Value ($000) $1 Shares 50 Est. Cost $19.00 Unrealized -2.4%
HANESBRANDS INC 0.0%
Value ($000) $1 Shares 130 Est. Cost $6.59 Unrealized
PBYI PUMA BIOTECHNOLOGY INC 0.0%
Value ($000) $1 Shares 150 Est. Cost $4.24 Unrealized +25.2%
SYNOVUS FINL CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $49.07 Unrealized
HTZ HERTZ GLOBAL HLDGS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $6.42 Unrealized -15.0%
UAMY UNITED STATES ANTIMONY CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $4.18 Unrealized +87.9%
CALX CALIX INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $57.59 Unrealized +1.1%
QSI QUANTUM SI INC 0.0%
Value ($000) $0 Shares 251 Est. Cost $1.45 Unrealized +12.6%
CWAN CLEARWATER ANALYTICS HLDGS I 0.0%
Value ($000) $0 Shares 19 Est. Cost $20.27 Unrealized -1.2%
SFIX STITCH FIX, INC. 0.0%
Value ($000) $0 Shares 35 Est. Cost $4.94 Unrealized -7.6%
AXSM AXSOME THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $112.64 Unrealized +23.9%
GP GREENPOWER MTR CO INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $3.65 Unrealized -49.7%
HUMANKIND BENEFIT CORPORATIO 0.0%
Value ($000) $0 Shares 3 Est. Cost $32.67 Unrealized
PRKS UNITED PARKS & RESORTS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $44.66 Unrealized -7.0%
SBLK STAR BULK CARRIERS CORP. 0.0%
Value ($000) $0 Shares 5 Est. Cost $18.84 Unrealized -0.9%
WOLF WOLFSPEED INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $25.35 Unrealized -9.5%
OPITQ OFFICE PPTYS INCOME TR 0.0%
Value ($000) $0 Shares 125 Est. Cost $0.33 Unrealized
AG FIRST MAJESTIC SILVER CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $9.27 Unrealized +50.0%
PSQH PSQ HOLDINGS INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $2.03 Unrealized -18.6%
PLAB PHOTRONICS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $21.39 Unrealized +20.6%
DOMO DOMO INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $15.49 Unrealized -24.1%
ALTO ALTO INGREDIENTS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $1.12 Unrealized +67.7%
BLNK BLINK CHARGING CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $1.11 Unrealized +30.2%
CLEARBRIDGE ENERGY MIDSTRM O 0.0%
Value ($000) $0 Shares 48 Est. Cost $0.02 Unrealized

Decreased Positions (414)

BFS SAUL CENTERS, INC. 0.0%
Value ($000) $64 (-99.9%) Shares 2,018 (-99.8%) Est. Cost $31.87 Unrealized
GOOG ALPHABET INC 2.1%
Value ($000) $110,056 (+27.5%) Shares 350,721 (-1.1%) Est. Cost $173.91 Unrealized +64.6%
GOOGL ALPHABET INC 1.6%
Value ($000) $84,614 (+25.2%) Shares 270,332 (-2.7%) Est. Cost $145.09 Unrealized +96.8%
ORCL ORACLE CORP 0.4%
Value ($000) $23,244 (-34.9%) Shares 119,254 (-6.0%) Est. Cost $123.89 Unrealized +92.1%
AAPL APPLE INC 4.4%
Value ($000) $234,761 (+5.3%) Shares 863,535 (-1.4%) Est. Cost $173.23 Unrealized +54.9%
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $8,840 (-30.8%) Shares 322,291 (-31.1%) Est. Cost $35.55 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $239 (-94.1%) Shares 2,839 (-93.0%) Est. Cost $109.39 Unrealized -19.1%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $24,156 (+16.7%) Shares 41,688 (-2.3%) Est. Cost $441.35 Unrealized +28.1%
BSMR INVESCO BULLETSHARES 2027 MUNI BOND ETF 0.1%
Value ($000) $4,805 (-39.8%) Shares 203,047 (-39.8%) Est. Cost $23.57 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.8%
Value ($000) $42,321 (+7.6%) Shares 230,758 (-1.8%) Est. Cost $124.49 Unrealized +39.2%
NVDA NVIDIA CORP 4.4%
Value ($000) $232,873 (-1.2%) Shares 1,248,648 (-1.2%) Est. Cost $125.24 Unrealized +48.6%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $35,048 (+8.9%) Shares 169,356 (-2.5%) Est. Cost $132.22 Unrealized +49.0%
DON WISDOMTREE TR 0.3%
Value ($000) $15,075 (-15.4%) Shares 292,142 (-14.2%) Est. Cost $50.12 Unrealized
DHI D R HORTON INC 0.2%
Value ($000) $12,543 (-16.9%) Shares 87,088 (-2.3%) Est. Cost $109.16 Unrealized +39.3%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $28,152 (+9.7%) Shares 76,097 (-1.5%) Est. Cost $206.35 Unrealized +73.0%
ZTS ZOETIS INC 0.1%
Value ($000) $5,761 (-30.0%) Shares 45,785 (-18.6%) Est. Cost $151.69 Unrealized -14.1%
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $6,145 (-27.1%) Shares 35,000 (-20.2%) Est. Cost $209.83 Unrealized -14.1%
BSMW INVESCO BULLETSHARES 2032 MUNI BOND ETF 0.1%
Value ($000) $5,128 (-30.6%) Shares 204,223 (-30.9%) Est. Cost $25.10 Unrealized
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $22,722 (-8.6%) Shares 181,353 (-2.3%) Est. Cost $103.06 Unrealized +23.5%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $11,989 (-14.9%) Shares 46,607 (-2.8%) Est. Cost $275.16 Unrealized -3.8%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $13,252 (+18.0%) Shares 245,688 (-1.3%) Est. Cost $49.83 Unrealized -4.6%
CAT CATERPILLAR INC 0.3%
Value ($000) $13,426 (+17.7%) Shares 23,438 (-2.0%) Est. Cost $270.75 Unrealized +105.2%
GRMN GARMIN LTD 0.2%
Value ($000) $8,777 (-18.7%) Shares 43,268 (-1.3%) Est. Cost $157.23 Unrealized +37.8%
MO ALTRIA GROUP INC 0.2%
Value ($000) $11,801 (-14.5%) Shares 204,672 (-2.0%) Est. Cost $49.37 Unrealized +20.2%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $14 (-99.3%) Shares 91 (-99.4%) Est. Cost $152.59 Unrealized -6.2%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $6,592 (-21.8%) Shares 26,686 (-13.7%) Est. Cost $260.12 Unrealized -3.3%
KLAC KLA CORP 0.4%
Value ($000) $23,637 (+8.3%) Shares 19,453 (-3.9%) Est. Cost $165.98 Unrealized +606.0%
DHR DANAHER CORP 0.3%
Value ($000) $16,358 (+11.5%) Shares 71,458 (-3.5%) Est. Cost $182.40 Unrealized +20.4%
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX FUND 0.4%
Value ($000) $20,388 (-6.8%) Shares 210,448 (-7.8%) Est. Cost $90.98 Unrealized
MDY MIDCAP 400 SPDR TRUST SERIES 1 1.0%
Value ($000) $52,221 (-2.6%) Shares 86,561 (-3.8%) Est. Cost $566.48 Unrealized
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $6,209 (-18.1%) Shares 31,939 (-1.0%) Est. Cost $231.66 Unrealized -9.4%
MAR MARRIOTT INTERNATIONAL, INC CL A 0.2%
Value ($000) $11,804 (+13.2%) Shares 38,047 (-5.0%) Est. Cost $249.21 Unrealized +14.5%
LEN LENNAR CORP 0.1%
Value ($000) $3,071 (-30.0%) Shares 29,869 (-14.2%) Est. Cost $126.05 Unrealized -4.2%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $5,300 (+32.5%) Shares 6,866 (-3.5%) Est. Cost $727.71 Unrealized -6.7%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $12,553 (-9.3%) Shares 87,596 (-2.8%) Est. Cost $142.14 Unrealized +3.5%
CI CIGNA CORP NEW 0.0%
Value ($000) $2,229 (-36.5%) Shares 8,099 (-33.5%) Est. Cost $312.30 Unrealized -10.6%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $4,596 (-20.3%) Shares 85,373 (-7.6%) Est. Cost $56.23 Unrealized +1.5%
HON HONEYWELL INTERNATIONAL, INC 0.2%
Value ($000) $11,486 (-9.0%) Shares 58,873 (-1.9%) Est. Cost $177.68 Unrealized +9.8%
ADBE ADOBE INC 0.3%
Value ($000) $13,588 (-7.7%) Shares 38,823 (-7.0%) Est. Cost $448.17 Unrealized -24.1%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $5,056 (-18.2%) Shares 19,538 (-2.1%) Est. Cost $61.88 Unrealized +327.0%
IBDY ISHARES IBONDS DEC 2033 CORP ETF 0.1%
Value ($000) $4,190 (-21.0%) Shares 160,277 (-20.7%) Est. Cost $25.91 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.3%
Value ($000) $16,174 (+7.2%) Shares 53,223 (-1.4%) Est. Cost $229.26 Unrealized
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $10,470 (+11.6%) Shares 11,912 (-3.7%) Est. Cost $120.48 Unrealized +578.7%
MPC MARATHON PETE CORP 0.1%
Value ($000) $5,037 (-17.1%) Shares 30,971 (-1.7%) Est. Cost $125.29 Unrealized +48.8%
ABBV ABBVIE INC 0.6%
Value ($000) $29,878 (-3.3%) Shares 130,765 (-2.0%) Est. Cost $139.27 Unrealized +63.4%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $9,115 (-9.9%) Shares 27,611 (-5.8%) Est. Cost $296.02 Unrealized +13.9%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $493 (-66.9%) Shares 3,614 (-59.4%) Est. Cost $122.00 Unrealized +32.3%
NKE NIKE INC 0.1%
Value ($000) $5,436 (-15.1%) Shares 85,330 (-7.1%) Est. Cost $71.81 Unrealized -9.6%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $17,516 (-5.2%) Shares 36,215 (-2.2%) Est. Cost $456.37 Unrealized +4.3%
GLD SPDR GOLD TR 0.2%
Value ($000) $11,362 (+8.6%) Shares 28,670 (-2.6%) Est. Cost $168.50 Unrealized
IBDZ ISHARES IBONDS DEC 2034 CORP ETF 0.1%
Value ($000) $3,592 (-19.1%) Shares 136,202 (-18.8%) Est. Cost $26.13 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $17,937 (-4.3%) Shares 117,689 (-2.5%) Est. Cost $114.37 Unrealized +32.4%
SBUX STARBUCKS CORP 0.1%
Value ($000) $6,068 (-11.6%) Shares 72,056 (-11.2%) Est. Cost $73.46 Unrealized +14.4%
EOG EOG RES INC 0.1%
Value ($000) $3,160 (-19.3%) Shares 30,094 (-13.8%) Est. Cost $116.70 Unrealized -8.1%
LIN LINDE PLC 0.1%
Value ($000) $5,112 (-12.5%) Shares 11,990 (-2.5%) Est. Cost $403.15 Unrealized +6.0%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $3,017 (-19.5%) Shares 37,846 (-19.3%) Est. Cost $79.51 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $5,723 (+14.6%) Shares 17,486 (-1.2%) Est. Cost $267.37 Unrealized +18.2%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $306 (-70.4%) Shares 7,624 (-42.6%) Est. Cost $27.31 Unrealized +36.9%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $21,285 (+3.5%) Shares 265,134 (-2.7%) Est. Cost $66.80 Unrealized +23.5%
DIS DISNEY WALT CO 0.2%
Value ($000) $10,936 (-6.0%) Shares 96,125 (-5.4%) Est. Cost $104.86 Unrealized +4.5%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $6,453 (+12.2%) Shares 14,233 (-3.1%) Est. Cost $437.48 Unrealized -1.5%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $3,735 (-15.4%) Shares 63,983 (-2.9%) Est. Cost $72.51 Unrealized -10.6%
ROP ROPER INDUSTRIES, INC 0.0%
Value ($000) $2,385 (-22.2%) Shares 5,358 (-12.8%) Est. Cost $533.24 Unrealized -13.3%
ASML ASML HOLDING N V 0.2%
Value ($000) $11,258 (+6.4%) Shares 10,523 (-3.8%) Est. Cost $863.49 Unrealized
IUSG ISHARES CORE S&P US GROWTH 0.6%
Value ($000) $34,372 (-1.8%) Shares 204,667 (-3.8%) Est. Cost $150.16 Unrealized
SYK STRYKER CORP 0.2%
Value ($000) $9,481 (-5.9%) Shares 26,976 (-1.0%) Est. Cost $353.22 Unrealized +2.9%
AMAT APPLIED MATERIALS, INC 0.1%
Value ($000) $3,500 (+20.1%) Shares 13,621 (-4.3%) Est. Cost $162.98 Unrealized +46.9%
BITO PROSHARES TR 0.0%
Value ($000) $347 (-61.1%) Shares 28,504 (-37.0%) Est. Cost $23.36 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $8,426 (-6.0%) Shares 90,016 (-5.1%) Est. Cost $97.61 Unrealized -7.8%
ACN ACCENTURE PLC CL A 0.3%
Value ($000) $15,632 (+3.5%) Shares 58,263 (-4.9%) Est. Cost $258.39 Unrealized -1.7%
JPM J P MORGAN CHASE & CO 1.8%
Value ($000) $95,935 (+0.6%) Shares 297,731 (-1.6%) Est. Cost $182.86 Unrealized +69.3%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $5,600 (+9.4%) Shares 14,393 (-1.7%) Est. Cost $296.30 Unrealized +26.6%
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $1,846 (-19.7%) Shares 4,139 (-13.0%) Est. Cost $423.89 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $2,158 (-16.4%) Shares 9,649 (-6.0%) Est. Cost $243.35 Unrealized -7.4%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $3,800 (-9.9%) Shares 43,499 (-5.7%) Est. Cost $87.93 Unrealized +1.5%
KO COCA COLA CO 0.1%
Value ($000) $7,600 (-5.2%) Shares 108,717 (-10.1%) Est. Cost $58.84 Unrealized +17.9%
PSX PHILLIPS 66 0.1%
Value ($000) $5,714 (-6.7%) Shares 44,279 (-1.7%) Est. Cost $64.78 Unrealized +106.9%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $1,358 (-23.2%) Shares 10,253 (-13.1%) Est. Cost $118.95 Unrealized +23.1%
TTD THE TRADE DESK INC 0.0%
Value ($000) $130 (-75.8%) Shares 3,434 (-68.8%) Est. Cost $63.85 Unrealized -30.6%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $5,558 (+7.8%) Shares 20,494 (-2.4%) Est. Cost $207.56 Unrealized +20.7%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $7,401 (-5.0%) Shares 25,212 (-1.2%) Est. Cost $213.74 Unrealized +34.9%
BAC BANK AMERICA CORP 0.2%
Value ($000) $9,590 (+4.3%) Shares 174,356 (-2.2%) Est. Cost $30.08 Unrealized +75.1%
PFE PFIZER INC 0.1%
Value ($000) $3,028 (-11.3%) Shares 121,625 (-9.2%) Est. Cost $25.78 Unrealized -2.9%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $2,072 (-15.0%) Shares 28,174 (-17.5%) Est. Cost $54.71 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.3%
Value ($000) $14,240 (+2.5%) Shares 305,641 (-1.6%) Est. Cost $42.28 Unrealized
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $2,986 (+13.2%) Shares 24,493 (-7.0%) Est. Cost $82.93 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $1,372 (-20.0%) Shares 26,193 (-13.1%) Est. Cost $55.15 Unrealized -3.1%
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.1%
Value ($000) $2,746 (+13.9%) Shares 16,273 (-2.6%) Est. Cost $126.51 Unrealized
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $4,236 (+8.5%) Shares 25,000 (-10.7%) Est. Cost $97.72 Unrealized +62.1%
FCNCA FIRST CTZNS BANCSHARES INC D 0.0%
Value ($000) $2,475 (+15.4%) Shares 1,153 (-3.8%) Est. Cost $1828.83 Unrealized +3.0%
TFC TRUIST FINL CORP 0.2%
Value ($000) $9,041 (+3.8%) Shares 183,713 (-3.6%) Est. Cost $39.88 Unrealized +14.8%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $551 (-36.8%) Shares 17,196 (-38.3%) Est. Cost $31.08 Unrealized
IWD ISHARES RUSSELL 1000 VALUE INDEX 0.1%
Value ($000) $4,784 (-6.2%) Shares 22,743 (-9.2%) Est. Cost $189.74 Unrealized
HPQ HP INC 0.0%
Value ($000) $974 (-24.5%) Shares 43,734 (-7.7%) Est. Cost $17.31 Unrealized +45.9%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $799 (-28.1%) Shares 5,015 (-6.1%) Est. Cost $235.94 Unrealized -25.0%
AUB ATLANTIC UN BANKSHARES CORP 0.5%
Value ($000) $29,207 (-1.0%) Shares 827,393 (-1.1%) Est. Cost $29.09 Unrealized +16.4%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $3,895 (-7.2%) Shares 17,945 (-2.7%) Est. Cost $250.12 Unrealized -14.6%
IJH ISHARES S&P MIDCAP 400 INDEX 3.0%
Value ($000) $161,577 (-0.2%) Shares 2,448,134 (-1.3%) Est. Cost $62.02 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $1,262 (-18.8%) Shares 12,724 (-31.6%) Est. Cost $93.13 Unrealized -0.4%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $1,902 (-13.3%) Shares 12,296 (-3.1%) Est. Cost $117.75 Unrealized +38.5%
OKE ONEOK INC NEW 0.0%
Value ($000) $940 (-23.5%) Shares 12,791 (-24.0%) Est. Cost $78.97 Unrealized -10.8%
EMLP FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $3,721 (-7.1%) Shares 98,246 (-6.1%) Est. Cost $37.51 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $10,836 (+2.6%) Shares 40,904 (-8.2%) Est. Cost $261.25 Unrealized -5.0%
AME AMETEK INC 0.1%
Value ($000) $5,243 (+5.4%) Shares 25,538 (-3.5%) Est. Cost $170.83 Unrealized +13.8%
CSX CSX CORP 0.0%
Value ($000) $1,810 (-12.7%) Shares 49,943 (-14.5%) Est. Cost $30.91 Unrealized +15.5%
GM GENERAL MOTORS CO 0.0%
Value ($000) $1,215 (+25.9%) Shares 14,944 (-5.6%) Est. Cost $35.94 Unrealized +95.9%
SHEL SHELL PLC 0.1%
Value ($000) $7,511 (-3.2%) Shares 102,214 (-5.8%) Est. Cost $69.62 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $487 (-33.5%) Shares 7,668 (-26.3%) Est. Cost $35.00 Unrealized +85.0%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $1,315 (-15.6%) Shares 7,290 (-11.6%) Est. Cost $146.85 Unrealized +28.8%
IBDT ISHARES IBONDS DEC 2028 CORP ETF 0.1%
Value ($000) $5,585 (-4.1%) Shares 219,420 (-3.9%) Est. Cost $25.42 Unrealized
CPRT COPART INC 0.0%
Value ($000) $1,439 (-14.2%) Shares 36,760 (-1.4%) Est. Cost $47.20 Unrealized -12.2%
DDOG DATADOG INC 0.1%
Value ($000) $3,265 (-6.7%) Shares 24,010 (-2.3%) Est. Cost $110.99 Unrealized +42.4%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $797 (+40.8%) Shares 2,791 (-17.5%) Est. Cost $112.16 Unrealized +104.5%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $1,623 (-11.9%) Shares 162,465 (-11.7%) Est. Cost $9.98 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $1,926 (+12.6%) Shares 7,374 (-4.9%) Est. Cost $147.64 Unrealized +70.8%
PLD PROLOGIS INC. 0.1%
Value ($000) $2,876 (+7.8%) Shares 22,528 (-3.3%) Est. Cost $102.91 Unrealized +20.4%
DFAT DIMENSIONAL ETF TRUST 0.3%
Value ($000) $17,456 (-1.2%) Shares 293,185 (-3.4%) Est. Cost $54.05 Unrealized
SCHW SCHWAB CHARLES CORP 0.3%
Value ($000) $14,235 (-1.4%) Shares 142,475 (-5.8%) Est. Cost $85.41 Unrealized +10.9%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $3,886 (+5.5%) Shares 28,754 (-3.4%) Est. Cost $81.39 Unrealized +64.1%
IRM IRON MTN INC DEL 0.0%
Value ($000) $769 (-20.3%) Shares 9,269 (-2.0%) Est. Cost $33.90 Unrealized +173.7%
OKLO OKLO INC 0.0%
Value ($000) $123 (-61.2%) Shares 1,713 (-39.7%) Est. Cost $38.57 Unrealized +189.1%
DBEF DBX ETF TR 0.1%
Value ($000) $3,713 (-4.6%) Shares 77,180 (-8.0%) Est. Cost $43.80 Unrealized
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $168 (-51.1%) Shares 10,214 (-49.1%) Est. Cost $17.47 Unrealized
COHEN & STEERS REIT & PFD & 0.0%
Value ($000) $901 (-16.4%) Shares 45,384 (-5.3%) Est. Cost $23.75 Unrealized
IVV ISHARES S&P 500 INDEX FUND 3.3%
Value ($000) $173,972 (+0.1%) Shares 253,996 (-2.2%) Est. Cost $610.62 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $1,736 (-8.9%) Shares 12,748 (-1.3%) Est. Cost $133.32 Unrealized +7.7%
CMI CUMMINS INC 0.0%
Value ($000) $2,025 (+8.8%) Shares 3,967 (-10.0%) Est. Cost $225.46 Unrealized +106.8%
CLX CLOROX CO DEL 0.0%
Value ($000) $687 (-19.2%) Shares 6,813 (-1.2%) Est. Cost $130.18 Unrealized -16.8%
TPYP TORTOISE NORTH AMERICAN PIPELINE FD 0.0%
Value ($000) $1,353 (-10.7%) Shares 38,324 (-7.8%) Est. Cost $35.73 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $3,894 (+4.3%) Shares 28,243 (-3.0%) Est. Cost $99.40 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $2,286 (+7.5%) Shares 61,942 (-2.2%) Est. Cost $25.56 Unrealized +47.7%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $8 (-94.9%) Shares 170 (-91.3%) Est. Cost $74.86 Unrealized -22.5%
ENB ENBRIDGE INC 0.0%
Value ($000) $1,997 (-7.1%) Shares 41,762 (-2.0%) Est. Cost $39.51 Unrealized +19.3%
AVSC AMERICAN CENTY ETF TR 0.2%
Value ($000) $10,353 (+1.5%) Shares 176,259 (-1.1%) Est. Cost $51.82 Unrealized
BSMQ INVESCO BULLETSHARES 2026 MUNI BOND ETF 0.1%
Value ($000) $3,973 (-3.5%) Shares 168,040 (-3.6%) Est. Cost $23.58 Unrealized
EL ESTEE LAUDER COMPANIES CL A 0.0%
Value ($000) $1,105 (+15.0%) Shares 10,556 (-3.2%) Est. Cost $131.56 Unrealized -26.4%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $740 (-16.0%) Shares 25,692 (-43.1%) Est. Cost $13.43 Unrealized +74.0%
CCI CROWN CASTLE INC 0.0%
Value ($000) $602 (-18.8%) Shares 6,776 (-11.8%) Est. Cost $95.92 Unrealized -5.0%
IBDU ISHARES IBONDS DEC 2029 CORP ETF 0.1%
Value ($000) $5,598 (-2.4%) Shares 239,187 (-2.2%) Est. Cost $23.33 Unrealized
MGC VANGUARD WORLD FD 0.0%
Value ($000) $1,291 (-9.7%) Shares 5,139 (-12.2%) Est. Cost $209.76 Unrealized
BSMV INVESCO BULLETSHARES 2031 MUNI BOND ETF 0.1%
Value ($000) $3,598 (-3.7%) Shares 170,259 (-4.2%) Est. Cost $20.74 Unrealized
AGG ISHARES LEHMAN AGGREGATE BOND FUND 0.0%
Value ($000) $1,457 (-8.4%) Shares 14,589 (-8.1%) Est. Cost $99.20 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $1,428 (-8.5%) Shares 47,761 (-3.8%) Est. Cost $34.80 Unrealized -18.0%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $718 (-15.4%) Shares 15,589 (-3.9%) Est. Cost $43.63 Unrealized +17.6%
UDR UDR INC 0.0%
Value ($000) $690 (-15.8%) Shares 18,819 (-14.5%) Est. Cost $35.56 Unrealized -0.1%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $1,361 (-8.5%) Shares 8,474 (-1.6%) Est. Cost $164.67 Unrealized -2.3%
IWF ISHARES RUSSELL 1000 GROWTH INDEX 0.1%
Value ($000) $3,205 (-3.8%) Shares 6,771 (-4.8%) Est. Cost $424.58 Unrealized
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $0 (-99.6%) Shares 19 (-99.6%) Est. Cost $28.60 Unrealized -2.2%
TRN TRINITY INDS INC 0.0%
Value ($000) $374 (-24.4%) Shares 14,156 (-19.8%) Est. Cost $16.99 Unrealized +58.0%
AWI ARMSTRONG WORLD INDS INC NEW 0.0%
Value ($000) $277 (-30.4%) Shares 1,447 (-28.6%) Est. Cost $185.53 Unrealized +2.8%
CHE CHEMED CORP NEW 0.0%
Value ($000) $411 (-22.5%) Shares 960 (-18.9%) Est. Cost $568.90 Unrealized -23.5%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $1,014 (-10.5%) Shares 13,222 (-21.4%) Est. Cost $43.03 Unrealized +66.5%
SYY SYSCO CORP 0.0%
Value ($000) $764 (-13.4%) Shares 10,368 (-3.2%) Est. Cost $71.19 Unrealized +6.1%
IBDR ISHARES IBONDS DEC 2026 CORP ETF 0.1%
Value ($000) $5,608 (-2.1%) Shares 231,436 (-1.8%) Est. Cost $24.25 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $726 (-13.8%) Shares 29,925 (-7.5%) Est. Cost $26.49 Unrealized -7.0%
MSTR STRATEGY INC 0.0%
Value ($000) $86 (-57.4%) Shares 566 (-9.6%) Est. Cost $369.65 Unrealized -37.7%
MCD MC DONALDS CORP 0.5%
Value ($000) $25,694 (-0.4%) Shares 84,068 (-1.0%) Est. Cost $257.88 Unrealized +18.3%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $2,816 (-3.7%) Shares 8,364 (-2.5%) Est. Cost $286.11 Unrealized +19.1%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $1,881 (-5.4%) Shares 11,094 (-5.9%) Est. Cost $115.22 Unrealized +45.7%
AER AERCAP HOLDINGS NV 0.0%
Value ($000) $1,248 (+9.3%) Shares 8,678 (-8.0%) Est. Cost $116.62 Unrealized +13.6%
MS MORGAN STANLEY 0.0%
Value ($000) $1,109 (+10.2%) Shares 6,244 (-1.3%) Est. Cost $110.81 Unrealized +50.2%
HUM HUMANA INC 0.0%
Value ($000) $459 (-18.2%) Shares 1,794 (-16.9%) Est. Cost $261.19 Unrealized +0.1%
ORI OLD REP INTL CORP 0.0%
Value ($000) $2,587 (+4.1%) Shares 56,672 (-3.1%) Est. Cost $14.18 Unrealized +188.1%
O REALTY INCOME CORP 0.0%
Value ($000) $458 (-18.1%) Shares 8,122 (-11.7%) Est. Cost $56.92 Unrealized +0.8%
IXN ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FD 0.1%
Value ($000) $2,683 (-3.5%) Shares 25,552 (-5.2%) Est. Cost $92.34 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $215 (-31.3%) Shares 370 (-17.4%) Est. Cost $677.97 Unrealized -7.8%
APTV APTIV PLC 0.0%
Value ($000) $116 (-45.2%) Shares 1,526 (-37.9%) Est. Cost $61.92 Unrealized +29.7%
ACA ARCOSA INC 0.0%
Value ($000) $979 (+10.7%) Shares 9,210 (-2.5%) Est. Cost $38.55 Unrealized +161.7%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $8,973 (+1.0%) Shares 93,441 (-1.8%) Est. Cost $80.87 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $8,428 (+1.1%) Shares 13,719 (-1.2%) Est. Cost $528.58 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE INDEX 0.0%
Value ($000) $660 (-12.0%) Shares 4,681 (-12.9%) Est. Cost $133.61 Unrealized
CSGP COSTAR GROUP INC 0.0%
Value ($000) $70 (-56.1%) Shares 1,047 (-44.9%) Est. Cost $87.09 Unrealized -18.7%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $1,854 (-4.6%) Shares 91,634 (-3.8%) Est. Cost $11.07 Unrealized +78.9%
WPC WP CAREY INC 0.0%
Value ($000) $159 (-35.8%) Shares 2,470 (-32.6%) Est. Cost $64.07 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $626 (-12.3%) Shares 8,496 (-11.2%) Est. Cost $77.51 Unrealized -5.0%
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value ($000) $248 (-25.7%) Shares 12,387 (-13.5%) Est. Cost $23.13 Unrealized -7.1%
BIP BROOKFIELD INFRAST PARTNERS 0.0%
Value ($000) $8 (-91.6%) Shares 225 (-92.1%) Est. Cost $32.94 Unrealized
DVY ISHARES DOW JONES SELECT DIVIDEND 0.0%
Value ($000) $456 (-15.6%) Shares 3,231 (-15.1%) Est. Cost $135.22 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $7,674 (+1.1%) Shares 96,693 (-3.9%) Est. Cost $61.14 Unrealized +28.7%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $319 (-20.9%) Shares 6,041 (-10.6%) Est. Cost $54.12 Unrealized +2.6%
VGIT VANGUARD INTERMEDIATE TERM TREASURY ETF 0.0%
Value ($000) $1,636 (-4.8%) Shares 27,294 (-4.6%) Est. Cost $59.81 Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $62 (-56.9%) Shares 610 (-76.8%) Est. Cost $50.48 Unrealized +59.1%
MCK MCKESSON CORP 0.0%
Value ($000) $1,722 (+5.0%) Shares 2,099 (-1.1%) Est. Cost $688.48 Unrealized +18.5%
BEPC BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $112 (-39.2%) Shares 2,917 (-45.4%) Est. Cost $33.73 Unrealized +18.6%
MET METLIFE INC 0.0%
Value ($000) $696 (-9.0%) Shares 8,820 (-5.0%) Est. Cost $39.22 Unrealized +101.3%
VLTO VERALTO CORP 0.0%
Value ($000) $658 (-9.3%) Shares 6,595 (-3.1%) Est. Cost $96.43 Unrealized +4.8%
KKR INCOME OPPORTUNITIES FD 0.0%
Value ($000) $28 (-69.7%) Shares 2,407 (-67.1%) Est. Cost $12.29 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $368 (-14.7%) Shares 4,260 (-5.6%) Est. Cost $99.78 Unrealized
BHRB BURKE HERBERT FINL SVCS CORP 0.0%
Value ($000) $517 (-10.8%) Shares 8,290 (-11.7%) Est. Cost $53.70 Unrealized +15.3%
BLACKROCK CORE BD TR 0.0%
Value ($000) $16 (-78.9%) Shares 1,675 (-78.2%) Est. Cost $13.29 Unrealized
DE DEERE & CO 0.2%
Value ($000) $8,850 (-0.7%) Shares 19,009 (-2.4%) Est. Cost $416.20 Unrealized +12.4%
GIS GENERAL MILLS INC 0.0%
Value ($000) $456 (-11.6%) Shares 9,802 (-4.2%) Est. Cost $62.94 Unrealized -24.6%
SWK STANLEY BLACK & DECKER 0.0%
Value ($000) $93 (-38.4%) Shares 1,257 (-38.4%) Est. Cost $62.53 Unrealized +11.8%
EGBN EAGLE BANCORP INC MD 0.0%
Value ($000) $5 (-91.3%) Shares 250 (-91.8%) Est. Cost $18.29 Unrealized +5.3%
SLV ISHARES SILVER TR 0.0%
Value ($000) $165 (+47.7%) Shares 2,568 (-2.8%) Est. Cost $42.37 Unrealized
SCHF SCHWAB INTL EQUITY ETF 0.0%
Value ($000) $381 (-12.3%) Shares 15,861 (-15.0%) Est. Cost $22.10 Unrealized
ROYCE SMALL CAP TRUST INC 0.0%
Value ($000) $1,528 (-3.3%) Shares 94,893 (-3.1%) Est. Cost $17.44 Unrealized
POST POST HLDGS INC 0.0%
Value ($000) $89 (-36.6%) Shares 895 (-31.2%) Est. Cost $107.27 Unrealized -3.5%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $138 (-27.0%) Shares 999 (-28.7%) Est. Cost $214.01 Unrealized -36.1%
NUE NUCOR CORP 0.0%
Value ($000) $831 (+6.5%) Shares 5,096 (-11.6%) Est. Cost $152.75 Unrealized -1.9%
ALB ALBEMARLE CORP 0.0%
Value ($000) $149 (+50.3%) Shares 1,056 (-13.9%) Est. Cost $76.57 Unrealized +47.9%
RIO RIO TINTO PLC ADR 0.0%
Value ($000) $297 (-14.4%) Shares 3,710 (-29.4%) Est. Cost $59.59 Unrealized
MDT MEDTRONIC HLDG 0.0%
Value ($000) $1,470 (-3.2%) Shares 15,301 (-4.0%) Est. Cost $80.16 Unrealized +21.2%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $139 (-25.6%) Shares 2,652 (-8.1%) Est. Cost $52.99 Unrealized +13.0%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $169 (-22.1%) Shares 3,895 (-11.7%) Est. Cost $54.42 Unrealized -18.3%
IRT INDEPENDENCE RLTY TR INC 0.0%
Value ($000) $1,013 (+4.8%) Shares 57,932 (-1.7%) Est. Cost $11.81 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $167 (-21.5%) Shares 1,861 (-14.0%) Est. Cost $97.53 Unrealized -3.0%
PEG PUBLIC SERVICE ENTERPRISE GROUP 0.0%
Value ($000) $225 (-16.8%) Shares 2,801 (-13.5%) Est. Cost $79.23 Unrealized +2.3%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $2,321 (+1.9%) Shares 10,201 (-1.6%) Est. Cost $164.84 Unrealized +40.3%
ABNB AIRBNB INC 0.0%
Value ($000) $860 (+5.4%) Shares 6,335 (-5.7%) Est. Cost $118.20 Unrealized +5.4%
BP BP PLC 0.0%
Value ($000) $309 (-12.3%) Shares 8,886 (-13.0%) Est. Cost $33.30 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $123 (-26.0%) Shares 7,653 (-11.9%) Est. Cost $17.36 Unrealized +0.6%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $82 (-34.2%) Shares 4,309 (-21.6%) Est. Cost $26.61 Unrealized -24.8%
OSK OSHKOSH CORP 0.0%
Value ($000) $606 (-6.5%) Shares 4,825 (-3.5%) Est. Cost $80.47 Unrealized +59.0%
CTVA CORTEVA INC 0.0%
Value ($000) $1,204 (-3.4%) Shares 17,955 (-2.5%) Est. Cost $66.17 Unrealized -2.5%
SCHK SCHWAB STRATEGIC TR 0.0%
Value ($000) $51 (-44.4%) Shares 1,551 (-45.6%) Est. Cost $29.82 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $29 (-58.4%) Shares 696 (-67.9%) Est. Cost $30.06 Unrealized +15.7%
VDE VANGUARD WORLD FD 0.0%
Value ($000) $763 (-5.0%) Shares 6,058 (-5.0%) Est. Cost $119.12 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $36 (-52.8%) Shares 513 (-61.4%) Est. Cost $45.56 Unrealized +37.1%
RACE FERRARI N V 0.0%
Value ($000) $90 (-30.7%) Shares 244 (-9.0%) Est. Cost $465.92 Unrealized -14.1%
ABRDN HEALTHCARE INVESTORS 0.0%
Value ($000) $140 (-21.2%) Shares 7,396 (-23.2%) Est. Cost $18.46 Unrealized
DOW DOW INC 0.0%
Value ($000) $265 (-12.4%) Shares 11,332 (-14.0%) Est. Cost $37.00 Unrealized -38.4%
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $659 (-5.3%) Shares 13,333 (-3.0%) Est. Cost $50.38 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $2,413 (-1.4%) Shares 10,978 (-3.2%) Est. Cost $205.40 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $1,319 (-2.5%) Shares 16,693 (-1.4%) Est. Cost $83.59 Unrealized -6.3%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $728 (-4.5%) Shares 8,232 (-1.3%) Est. Cost $89.56 Unrealized
BKDV BNY MELLON ETF TRUST II 0.0%
Value ($000) $51 (-39.7%) Shares 1,750 (-42.3%) Est. Cost $27.80 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $31 (-51.7%) Shares 240 (-47.0%) Est. Cost $131.73 Unrealized +2.3%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $85 (-27.8%) Shares 1,348 (-12.4%) Est. Cost $71.22 Unrealized -2.5%
ABR ARBOR REALTY TRUST INC 0.0%
Value ($000) $14 (-70.8%) Shares 1,750 (-54.0%) Est. Cost $11.22 Unrealized
MNDY MONDAY COM LTD 0.0%
Value ($000) $99 (-24.9%) Shares 670 (-1.5%) Est. Cost $262.12 Unrealized -35.7%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $315 (-9.1%) Shares 13,200 (-12.0%) Est. Cost $23.88 Unrealized -5.1%
FTV FORTIVE CORP 0.0%
Value ($000) $853 (+3.8%) Shares 15,456 (-7.9%) Est. Cost $52.21 Unrealized -0.7%
SKT TANGER INC 0.0%
Value ($000) $102 (-22.8%) Shares 3,050 (-21.7%) Est. Cost $32.54 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $564 (-4.9%) Shares 2,509 (-6.0%) Est. Cost $171.52 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $397 (+7.7%) Shares 1,381 (-2.7%) Est. Cost $261.67 Unrealized +4.0%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $424 (-6.2%) Shares 6,023 (-4.0%) Est. Cost $69.91 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $42 (-40.4%) Shares 200 (-49.0%) Est. Cost $275.46 Unrealized -34.2%
SPY SPDR S&P 500 ETF TR 1.5%
Value ($000) $80,312 (+0.0%) Shares 117,774 (-2.3%) Est. Cost $592.31 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $111 (-20.1%) Shares 757 (-2.6%) Est. Cost $120.56 Unrealized
GHM GRAHAM CORP 0.0%
Value ($000) $321 (+9.3%) Shares 5,000 (-6.5%) Est. Cost $51.18 Unrealized +17.9%
NUVEEN VIRGINIA QLTY MUNCPL 0.0%
Value ($000) $125 (-17.8%) Shares 11,300 (-13.9%) Est. Cost $11.34 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $255 (-9.5%) Shares 3,788 (-4.4%) Est. Cost $60.85 Unrealized +14.3%
PINS PINTEREST INC 0.0%
Value ($000) $3 (-90.8%) Shares 103 (-88.6%) Est. Cost $36.11 Unrealized -20.3%
RGLD ROYAL GOLD INC 0.0%
Value ($000) $162 (-14.0%) Shares 727 (-22.4%) Est. Cost $177.03 Unrealized +12.1%
TGNA TEGNA INC 0.0%
Value ($000) $169 (-13.3%) Shares 8,720 (-9.2%) Est. Cost $19.06 Unrealized +3.7%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $244 (-9.5%) Shares 2,318 (-1.7%) Est. Cost $106.21 Unrealized +3.8%
TIP ISHARES BARCLAYS TIPS BOND FUND 0.0%
Value ($000) $1,039 (-2.4%) Shares 9,457 (-1.2%) Est. Cost $110.04 Unrealized
OLP ONE LIBERTY PPTYS INC 0.0%
Value ($000) $122 (-16.9%) Shares 6,003 (-9.4%) Est. Cost $22.12 Unrealized
PRU PRUDENTIAL FINANCIAL, INC 0.0%
Value ($000) $113 (-17.6%) Shares 1,003 (-24.3%) Est. Cost $101.66 Unrealized +4.8%
ALC ALCON AG 0.0%
Value ($000) $52 (-31.3%) Shares 666 (-35.1%) Est. Cost $83.45 Unrealized -7.7%
AGNC AGNC INVT CORP 0.0%
Value ($000) $5 (-81.5%) Shares 500 (-83.1%) Est. Cost $9.79 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $4,127 (-0.6%) Shares 19,771 (-4.3%) Est. Cost $135.48 Unrealized +42.3%
HIG HARTFORD INSURANCE GROUP INC 0.1%
Value ($000) $2,802 (+0.8%) Shares 20,332 (-2.4%) Est. Cost $55.75 Unrealized +136.0%
IVW ISHARES S&P 500 GROWTH INDEX FUND 0.0%
Value ($000) $1,531 (-1.5%) Shares 12,423 (-3.5%) Est. Cost $92.17 Unrealized
GNK GENCO SHIPPING & TRADING LTD 0.0%
Value ($000) $7 (-75.4%) Shares 400 (-76.2%) Est. Cost $16.54 Unrealized +6.2%
KOMP SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 0.0%
Value ($000) $30 (-42.9%) Shares 500 (-40.5%) Est. Cost $54.38 Unrealized
IJJ ISHARES S&P MIDCAP 400/BARRA VALUE INDEX 0.0%
Value ($000) $444 (-4.8%) Shares 3,372 (-6.2%) Est. Cost $123.73 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $59 (-27.5%) Shares 316 (-19.2%) Est. Cost $205.07 Unrealized -5.7%
GE GE AEROSPACE 0.0%
Value ($000) $2,451 (+0.9%) Shares 7,957 (-1.4%) Est. Cost $206.28 Unrealized +45.8%
PEP PEPSICO INC 0.3%
Value ($000) $16,261 (+0.1%) Shares 113,304 (-2.0%) Est. Cost $117.56 Unrealized +24.1%
GAIN GLADSTONE INVT CORP 0.0%
Value ($000) $1,357 (-1.6%) Shares 97,164 (-2.6%) Est. Cost $6.88 Unrealized +97.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $250 (-7.9%) Shares 1,360 (-4.7%) Est. Cost $203.86 Unrealized -10.7%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $3 (-86.7%) Shares 75 (-81.6%) Est. Cost $53.94 Unrealized +8.9%
TGT TARGET CORP 0.0%
Value ($000) $424 (+5.0%) Shares 4,339 (-3.7%) Est. Cost $95.74 Unrealized -4.3%
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $2,878 (+0.7%) Shares 44,410 (-1.6%) Est. Cost $59.39 Unrealized
IBMO ISHARES IBONDS DEC 2026 MUNI ETF 0.0%
Value ($000) $1,081 (-1.8%) Shares 42,156 (-1.7%) Est. Cost $25.62 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $88 (-18.5%) Shares 1,760 (-13.0%) Est. Cost $51.40 Unrealized -3.1%
BLACKROCK TAX MUNICPAL BD TR 0.0%
Value ($000) $129 (-13.3%) Shares 7,875 (-11.8%) Est. Cost $16.60 Unrealized
GBTC GRAYSCALE BITCOIN TRUST 0.0%
Value ($000) $34 (-36.6%) Shares 496 (-16.8%) Est. Cost $85.66 Unrealized
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $89 (-17.7%) Shares 492 (-12.3%) Est. Cost $195.21 Unrealized -7.9%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $364 (-4.9%) Shares 9,936 (-9.0%) Est. Cost $31.27 Unrealized +11.0%
DGX QUEST DIAGNOSTICS 0.0%
Value ($000) $162 (-10.4%) Shares 935 (-1.6%) Est. Cost $174.48 Unrealized +4.3%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $240 (-7.0%) Shares 3,759 (-8.1%) Est. Cost $73.75 Unrealized -17.3%
DASH DOORDASH INC 0.0%
Value ($000) $6 (-73.8%) Shares 28 (-68.5%) Est. Cost $232.20 Unrealized +1.0%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $267 (-6.3%) Shares 2,275 (-10.8%) Est. Cost $84.09 Unrealized +27.3%
MSCI MSCI INC 0.0%
Value ($000) $1,090 (-1.6%) Shares 1,900 (-2.7%) Est. Cost $562.63 Unrealized -0.5%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $85 (-16.8%) Shares 327 (-7.4%) Est. Cost $282.66 Unrealized -1.9%
IWM ISHARES RUSSELL 2000 INDEX FUND 0.1%
Value ($000) $2,698 (-0.6%) Shares 10,959 (-2.3%) Est. Cost $207.63 Unrealized
WSBC WESBANCO INC 0.0%
Value ($000) $662 (+2.6%) Shares 19,902 (-1.4%) Est. Cost $32.84 Unrealized -1.6%
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $6 (-74.2%) Shares 26 (-74.0%) Est. Cost $224.73 Unrealized +5.9%
ROST ROSS STORES INC 0.0%
Value ($000) $161 (+11.4%) Shares 895 (-5.8%) Est. Cost $138.35 Unrealized +20.4%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $535 (-2.9%) Shares 30,808 (-3.4%) Est. Cost $13.05 Unrealized +24.8%
NNN NNN REIT INC 0.0%
Value ($000) $131 (-11.0%) Shares 3,300 (-4.3%) Est. Cost $42.68 Unrealized
KBE SPDR S&P BANK ETF 0.1%
Value ($000) $2,821 (+0.5%) Shares 46,486 (-1.6%) Est. Cost $55.76 Unrealized
AGCO AGCO CORPORATION 0.0%
Value ($000) $20 (-41.7%) Shares 195 (-40.2%) Est. Cost $94.49 Unrealized +12.2%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $23 (-39.1%) Shares 2,164 (-28.0%) Est. Cost $4.96 Unrealized +177.8%
IYK ISHARES TR 0.0%
Value ($000) $79 (-15.4%) Shares 1,185 (-13.5%) Est. Cost $70.48 Unrealized
SW SMURFIT WESTROCK PLC 0.0%
Value ($000) $7 (-65.6%) Shares 190 (-62.2%) Est. Cost $45.03 Unrealized -15.3%
PPL PPL CORP 0.0%
Value ($000) $108 (-11.5%) Shares 3,075 (-6.1%) Est. Cost $34.51 Unrealized +3.8%
BINC BLACKROCK ETF TRUST II 0.0%
Value ($000) $239 (-5.4%) Shares 4,521 (-4.6%) Est. Cost $52.84 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $5 (-71.8%) Shares 143 (-75.8%) Est. Cost $30.82 Unrealized +10.1%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $10 (-55.3%) Shares 2,095 (-54.7%) Est. Cost $4.84 Unrealized
PFLT PENNANTPARK FLOATING RATE CA 0.0%
Value ($000) $11 (-53.7%) Shares 1,200 (-55.6%) Est. Cost $9.53 Unrealized -8.4%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $49 (-20.9%) Shares 350 (-20.5%) Est. Cost $152.49 Unrealized -12.8%
QUAL ISHARES EDGE MSCI USA QUALITY 0.0%
Value ($000) $119 (-9.7%) Shares 598 (-11.5%) Est. Cost $182.82 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $299 (-4.1%) Shares 10,514 (-6.0%) Est. Cost $25.30 Unrealized
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $56 (-18.1%) Shares 325 (-9.7%) Est. Cost $314.03 Unrealized -47.7%
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $27 (+82.7%) Shares 1,551 (-10.8%) Est. Cost $7.12 Unrealized +73.5%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,665 (-0.7%) Shares 61,858 (-2.8%) Est. Cost $24.44 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $43 (-21.9%) Shares 299 (-45.0%) Est. Cost $106.33 Unrealized +16.5%
CSL CARLISLE COS INC 0.0%
Value ($000) $267 (-4.0%) Shares 835 (-1.2%) Est. Cost $367.43 Unrealized -12.2%
NOBL PROSHARES TR 0.0%
Value ($000) $190 (-5.5%) Shares 1,825 (-6.4%) Est. Cost $100.70 Unrealized
MMM 3M CO 0.0%
Value ($000) $1,103 (+1.0%) Shares 6,888 (-2.1%) Est. Cost $110.13 Unrealized +48.2%
HAL HALLIBURTON CO 0.0%
Value ($000) $51 (-17.2%) Shares 1,814 (-27.9%) Est. Cost $21.87 Unrealized +20.2%
VPU VANGUARD WORLD FD 0.0%
Value ($000) $66 (-13.8%) Shares 357 (-11.6%) Est. Cost $176.53 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $3 (-75.3%) Shares 43 (-77.2%) Est. Cost $72.00 Unrealized +6.4%
ALAB ASTERA LABS INC 0.0%
Value ($000) $49 (-17.6%) Shares 293 (-3.0%) Est. Cost $158.49 Unrealized +5.6%
STRATEGY INC 0.0%
Value ($000) $0 (-96.3%) Shares 5 (-95.7%) Est. Cost $121.03 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $123 (-7.6%) Shares 406 (-9.0%) Est. Cost $276.94 Unrealized
AUR AURORA INNOVATION INC 0.0%
Value ($000) $10 (-50.0%) Shares 2,597 (-29.8%) Est. Cost $5.87 Unrealized -21.9%
EXC EXELON CORP 0.0%
Value ($000) $198 (-4.7%) Shares 4,541 (-1.6%) Est. Cost $43.43 Unrealized +4.7%
ELV ELEVANCE HEALTH INC FORMERLY 0.1%
Value ($000) $3,569 (+0.3%) Shares 10,180 (-7.6%) Est. Cost $411.75 Unrealized -18.2%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $976 (-1.0%) Shares 14,331 (-2.7%) Est. Cost $73.41 Unrealized -10.2%
RVTY REVVITY INC 0.0%
Value ($000) $250 (+3.8%) Shares 2,587 (-6.0%) Est. Cost $94.07 Unrealized +2.0%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $15 (-37.2%) Shares 154 (-40.1%) Est. Cost $98.14 Unrealized -2.0%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $37 (-19.3%) Shares 129 (-20.4%) Est. Cost $434.35 Unrealized -35.5%
EPR EPR PPTYS 0.0%
Value ($000) $19 (-30.9%) Shares 380 (-19.7%) Est. Cost $58.01 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $27 (-23.7%) Shares 387 (-20.0%) Est. Cost $70.27 Unrealized +3.2%
NDAQ NASDAQ INC 0.0%
Value ($000) $72 (-10.2%) Shares 739 (-18.3%) Est. Cost $92.14 Unrealized -2.6%
CME CME GROUP INC 0.0%
Value ($000) $471 (-1.7%) Shares 1,726 (-2.7%) Est. Cost $202.35 Unrealized +33.8%
PPG PPG INDS INC 0.0%
Value ($000) $110 (-6.7%) Shares 1,075 (-4.3%) Est. Cost $109.87 Unrealized -8.9%
GWW WW GRAINGER INC 0.0%
Value ($000) $202 (-3.7%) Shares 200 (-9.1%) Est. Cost $1009.59 Unrealized -4.0%
VFC V.F. CORPORATION 0.0%
Value ($000) $50 (+17.9%) Shares 2,772 (-5.9%) Est. Cost $12.39 Unrealized +30.8%
WDS WOODSIDE ENERGY GROUP LTD 0.0%
Value ($000) $1 (-89.9%) Shares 54 (-90.3%) Est. Cost $15.43 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $50 (-12.8%) Shares 276 (-22.3%) Est. Cost $171.83 Unrealized +0.3%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $7 (-49.1%) Shares 3,129 (-19.3%) Est. Cost $4.42 Unrealized -33.0%
EAT BRINKER INTL INC 0.0%
Value ($000) $48 (-12.7%) Shares 336 (-22.9%) Est. Cost $156.84 Unrealized -16.5%
SBAC SBA COMMUNICATIONS CORP 0.0%
Value ($000) $87 (-7.4%) Shares 450 (-7.4%) Est. Cost $215.52 Unrealized -10.6%
NRG NRG ENERGY INC 0.0%
Value ($000) $22 (-23.6%) Shares 139 (-22.3%) Est. Cost $142.50 Unrealized +16.0%
TOST TOAST INC 0.0%
Value ($000) $12 (-35.5%) Shares 346 (-33.7%) Est. Cost $41.63 Unrealized -13.4%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $34 (-16.6%) Shares 257 (-11.1%) Est. Cost $140.15 Unrealized -5.0%
BLACKROCK HEALTH SCIENCES TR 0.0%
Value ($000) $8 (-44.8%) Shares 200 (-50.0%) Est. Cost $37.23 Unrealized
HOFT HOOKER FURNISHINGS CORPORATI 0.0%
Value ($000) $168 (+4.1%) Shares 14,839 (-6.4%) Est. Cost $16.25 Unrealized -38.1%
ITT ITT INC 0.0%
Value ($000) $109 (-5.6%) Shares 630 (-2.8%) Est. Cost $159.40 Unrealized +12.4%
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $26 (-19.8%) Shares 158 (-21.0%) Est. Cost $181.07 Unrealized -13.3%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $83 (+7.6%) Shares 625 (-16.2%) Est. Cost $105.69 Unrealized +5.5%
NEM NEWMONT CORP 0.0%
Value ($000) $62 (-8.7%) Shares 617 (-22.9%) Est. Cost $52.90 Unrealized +70.5%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $11 (-34.0%) Shares 145 (-42.0%) Est. Cost $69.22 Unrealized +1.7%
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $7 (-42.7%) Shares 280 (-41.8%) Est. Cost $26.79 Unrealized
CBNK CAPITAL BANCORP INC MD 0.0%
Value ($000) $6 (-49.5%) Shares 200 (-42.9%) Est. Cost $30.29 Unrealized -5.8%
EDV VANGUARD WORLD FD 0.0%
Value ($000) $3 (-61.5%) Shares 51 (-59.2%) Est. Cost $67.94 Unrealized
INVESCO VALUE MUN INCOME TR 0.0%
Value ($000) $49 (-9.4%) Shares 4,000 (-7.7%) Est. Cost $11.64 Unrealized
CAVA CAVA GROUP INC 0.0%
Value ($000) $21 (-19.6%) Shares 354 (-17.3%) Est. Cost $83.99 Unrealized -33.6%
DOCU DOCUSIGN INC 0.0%
Value ($000) $17 (-22.8%) Shares 248 (-18.7%) Est. Cost $77.19 Unrealized -10.4%
RAL RALLIANT CORP 0.0%
Value ($000) $158 (+3.3%) Shares 3,105 (-11.3%) Est. Cost $44.46 Unrealized +5.4%
SIL GLOBAL X FDS 0.0%
Value ($000) $38 (+15.3%) Shares 452 (-1.1%) Est. Cost $68.46 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $137 (+3.8%) Shares 1,672 (-5.0%) Est. Cost $71.11 Unrealized +9.6%
NFTY FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $383 (+1.3%) Shares 6,575 (-1.1%) Est. Cost $59.97 Unrealized
OKTA OKTA INC 0.0%
Value ($000) $2 (-70.3%) Shares 23 (-68.5%) Est. Cost $102.93 Unrealized -15.2%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $5 (-47.5%) Shares 300 (-44.4%) Est. Cost $18.68 Unrealized -5.6%
BSET BASSETT FURNITURE INDS INC 0.0%
Value ($000) $24 (-16.1%) Shares 1,440 (-21.7%) Est. Cost $16.20 Unrealized -5.1%
AMTM AMENTUM HOLDINGS INC 0.0%
Value ($000) $40 (+13.0%) Shares 1,377 (-6.6%) Est. Cost $21.83 Unrealized +17.1%
UAA UNDER ARMOUR INC 0.0%
Value ($000) $11 (-29.1%) Shares 2,220 (-28.8%) Est. Cost $6.03 Unrealized -23.2%
USHY ISHARES TR 0.0%
Value ($000) $1 (-84.5%) Shares 22 (-84.4%) Est. Cost $37.56 Unrealized
IVE ISHARES S&P 500 VALUE INDEX 0.0%
Value ($000) $763 (+0.6%) Shares 3,597 (-2.0%) Est. Cost $180.22 Unrealized
SBRA SABRA HEALTH CARE REIT INC 0.0%
Value ($000) $18 (-19.1%) Shares 976 (-20.4%) Est. Cost $18.64 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $35 (-10.8%) Shares 189 (-9.6%) Est. Cost $162.34 Unrealized +10.9%
SEE SEALED AIR CORP NEW 0.0%
Value ($000) $40 (+11.7%) Shares 975 (-4.7%) Est. Cost $29.78 Unrealized +29.5%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF 0.0%
Value ($000) $494 (+0.8%) Shares 3,440 (-1.0%) Est. Cost $138.65 Unrealized
S SENTINELONE INC 0.0%
Value ($000) $17 (-19.2%) Shares 1,103 (-5.2%) Est. Cost $18.29 Unrealized -10.5%
TFX TELEFLEX INCORPORATED 0.0%
Value ($000) $231 (-1.6%) Shares 1,895 (-1.3%) Est. Cost $290.43 Unrealized -58.3%
XOVR ENTREPRENEURSHARES SERIES TR 0.0%
Value ($000) $31 (-10.5%) Shares 1,531 (-6.1%) Est. Cost $19.21 Unrealized
OVL LISTED FDS TR 0.0%
Value ($000) $196 (-1.8%) Shares 3,685 (-3.4%) Est. Cost $48.31 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $20 (+20.6%) Shares 1,645 (-4.1%) Est. Cost $8.72 Unrealized +23.0%
HDB HDFC BANK LTD 0.0%
Value ($000) $10 (-25.9%) Shares 270 (-30.8%) Est. Cost $34.16 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $25 (-11.7%) Shares 462 (-2.1%) Est. Cost $55.10 Unrealized -0.6%
SPYX SPDR SERIES TRUST 0.0%
Value ($000) $301 (+1.1%) Shares 5,349 (-1.3%) Est. Cost $50.93 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $84 (-3.7%) Shares 895 (-2.7%) Est. Cost $93.91 Unrealized
ARTY ISHARES TR 0.0%
Value ($000) $65 (-4.7%) Shares 1,359 (-9.4%) Est. Cost $45.78 Unrealized
PIMCO INCOME STRATEGY FD II 0.0%
Value ($000) $5 (-40.7%) Shares 600 (-40.0%) Est. Cost $7.59 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $9 (-24.4%) Shares 300 (-28.4%) Est. Cost $25.58 Unrealized +9.0%
QQUP PROSHARES TR 0.0%
Value ($000) $2 (-64.5%) Shares 28 (-65.0%) Est. Cost $56.88 Unrealized
CODI COMPASS DIVERSIFIED 0.0%
Value ($000) $5 (-36.3%) Shares 1,000 (-12.2%) Est. Cost $11.08 Unrealized -42.9%
FPXI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $66 (-4.0%) Shares 1,114 (-2.7%) Est. Cost $56.48 Unrealized
TG TREDEGAR CORP 0.0%
Value ($000) $17 (-13.4%) Shares 2,332 (-3.2%) Est. Cost $8.24 Unrealized -8.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $3,004 (-0.1%) Shares 22,636 (-1.2%) Est. Cost $87.18 Unrealized +51.8%
NLOP NET LEASE OFFICE PROPERTIES 0.0%
Value ($000) $1 (-80.8%) Shares 22 (-78.0%) Est. Cost $30.30 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $17 (-12.5%) Shares 60 (-25.0%) Est. Cost $121.78 Unrealized +112.6%
QBTS D-WAVE QUANTUM INC 0.0%
Value ($000) $52 (+4.5%) Shares 2,000 (-1.2%) Est. Cost $11.84 Unrealized +145.9%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORP BONDS 0.0%
Value ($000) $30 (-6.7%) Shares 271 (-5.6%) Est. Cost $109.71 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $3 (-39.8%) Shares 435 (-10.3%) Est. Cost $9.93 Unrealized -20.5%
DHC DIVERSIFIED HEALTHCARE TR 0.0%
Value ($000) $10 (-13.9%) Shares 2,106 (-21.7%) Est. Cost $4.41 Unrealized
CHWY CHEWY INC 0.0%
Value ($000) $3 (-37.9%) Shares 76 (-24.0%) Est. Cost $38.56 Unrealized -10.0%
NEWT NEWTEKONE INC 0.0%
Value ($000) $12 (-9.1%) Shares 1,100 (-8.3%) Est. Cost $11.85 Unrealized -7.9%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $3 (-27.6%) Shares 100 (-20.0%) Est. Cost $37.15 Unrealized -12.8%
UA UNDER ARMOUR INC 0.0%
Value ($000) $15 (-7.5%) Shares 2,956 (-7.3%) Est. Cost $5.82 Unrealized -23.5%
RS RELIANCE INC 0.0%
Value ($000) $8 (-13.2%) Shares 27 (-15.6%) Est. Cost $300.03 Unrealized -6.4%
LMND LEMONADE INC 0.0%
Value ($000) $4 (+30.9%) Shares 62 (-1.6%) Est. Cost $48.79 Unrealized +37.7%
DAVA ENDAVA PLC 0.0%
Value ($000) $0 (-82.6%) Shares 33 (-74.8%) Est. Cost $9.17 Unrealized
LAB STANDARD BIOTOOLS INC 0.0%
Value ($000) $0 (-75.4%) Shares 250 (-75.0%) Est. Cost $1.11 Unrealized +21.2%
HIBL DIREXION SHS ETF TR 0.0%
Value ($000) $2 (-31.7%) Shares 31 (-38.0%) Est. Cost $42.98 Unrealized
DFEN DIREXION SHS ETF TR 0.0%
Value ($000) $2 (-34.3%) Shares 28 (-30.0%) Est. Cost $51.27 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $0 (-80.1%) Shares 33 (-78.0%) Est. Cost $7.80 Unrealized +0.3%
ABRDN GLOBAL DYNAMIC DIVIDEN 0.0%
Value ($000) $2 (-34.3%) Shares 150 (-25.0%) Est. Cost $13.32 Unrealized
ADC AGREE RLTY CORP 0.0%
Value ($000) $435 (-0.2%) Shares 6,040 (-1.6%) Est. Cost $64.14 Unrealized
U UNITY SOFTWARE INC 0.0%
Value ($000) $51 (+1.8%) Shares 1,153 (-7.8%) Est. Cost $23.09 Unrealized +76.5%
USB US BANCORP DEL 0.0%
Value ($000) $469 (-0.2%) Shares 8,795 (-9.6%) Est. Cost $40.09 Unrealized +21.5%
FVRR FIVERR INTL LTD 0.0%
Value ($000) $1 (-59.5%) Shares 26 (-50.0%) Est. Cost $24.50 Unrealized -12.1%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $449 (+0.2%) Shares 2,195 (-1.1%) Est. Cost $161.55 Unrealized +24.9%
MRNA MODERNA INC 0.0%
Value ($000) $8 (-8.3%) Shares 273 (-19.7%) Est. Cost $26.33 Unrealized +3.2%
BYND BEYOND MEAT INC 0.0%
Value ($000) $0 (-95.6%) Shares 35 (-89.9%) Est. Cost $2.95 Unrealized -52.8%
FUBO FUBOTV INC 0.0%
Value ($000) $0 (-55.0%) Shares 185 (-26.0%) Est. Cost $3.12 Unrealized +6.7%
NU NU HLDGS LTD 0.0%
Value ($000) $47 (+1.0%) Shares 2,800 (-3.4%) Est. Cost $12.04 Unrealized +33.5%
SAN BANCO SANTANDER CEN-SPON ADR 0.0%
Value ($000) $43 (+0.9%) Shares 3,650 (-9.9%) Est. Cost $8.52 Unrealized
INFY INFOSYS LTD 0.0%
Value ($000) $1 (-27.0%) Shares 50 (-33.3%) Est. Cost $16.28 Unrealized
ONL ORION PROPERTIES INC 0.0%
Value ($000) $0 (-34.1%) Shares 110 (-21.4%) Est. Cost $2.70 Unrealized
NCMI NATIONAL CINEMEDIA INC 0.0%
Value ($000) $0 (-48.2%) Shares 30 (-40.0%) Est. Cost $4.66 Unrealized -11.2%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $38 (-0.2%) Shares 1,684 (-9.8%) Est. Cost $19.84 Unrealized
CVNA CARVANA CO 0.0%
Value ($000) $8 (+0.7%) Shares 18 (-10.0%) Est. Cost $357.61 Unrealized +3.9%
WAB WABTEC 0.0%
Value ($000) $4 (+1.3%) Shares 19 (-5.0%) Est. Cost $193.00 Unrealized +6.4%
CGC CANOPY GROWTH CORPORATION 0.0%
Value ($000) $0 (-65.2%) Shares 20 (-55.6%) Est. Cost $1.30 Unrealized -1.0%
VKTX VIKING THERAPEUTICS INC 0.0%
Value ($000) $4 (-0.8%) Shares 100 (-25.9%) Est. Cost $26.32 Unrealized +34.6%
SNAP SNAP INC 0.0%
Value ($000) $0 (-15.3%) Shares 17 (-19.0%) Est. Cost $8.30 Unrealized -4.7%

Unchanged Positions (827)

MSFT MICROSOFT CORP 4.1%
Value ($000) $220,381 Shares 455,690 Est. Cost $392.02 Unrealized +27.7%
LLY ELI LILLY & CO 0.8%
Value ($000) $41,383 Shares 38,507 Est. Cost $623.11 Unrealized +53.4%
HD HOME DEPOT INC 0.7%
Value ($000) $37,036 Shares 107,632 Est. Cost $332.49 Unrealized +9.7%
AMZN AMAZON COM INC 1.9%
Value ($000) $103,479 Shares 448,308 Est. Cost $189.08 Unrealized +21.0%
GS GOLDMAN SACHS GROUP INC 0.8%
Value ($000) $41,553 Shares 47,273 Est. Cost $491.86 Unrealized +65.4%
MRK MERCK & CO INC 0.4%
Value ($000) $20,372 Shares 193,538 Est. Cost $81.66 Unrealized +14.2%
ETN EATON CORP PLC 0.4%
Value ($000) $21,815 Shares 68,492 Est. Cost $230.17 Unrealized +54.0%
PANW PALO ALTO NETWORKS INC 0.6%
Value ($000) $33,257 Shares 180,550 Est. Cost $176.29 Unrealized +14.4%
AVGO BROADCOM INC 1.2%
Value ($000) $66,062 Shares 190,876 Est. Cost $157.65 Unrealized +126.5%
COF CAPITAL ONE FINANCIAL CORP 0.4%
Value ($000) $23,541 Shares 97,132 Est. Cost $185.76 Unrealized +19.6%
IWY ISHARES TOP 200 GROWTH ETF 2.6%
Value ($000) $139,858 Shares 505,011 Est. Cost $142.19 Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $23,341 Shares 303,013 Est. Cost $46.58 Unrealized +58.4%
WMT WALMART INC 0.6%
Value ($000) $32,538 Shares 292,060 Est. Cost $87.83 Unrealized +22.0%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $21,702 Shares 176,814 Est. Cost $83.09 Unrealized +45.5%
COST COSTCO WHOLESALE CORPORATION 0.6%
Value ($000) $30,667 Shares 35,563 Est. Cost $868.59 Unrealized +4.3%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $28,894 Shares 240,099 Est. Cost $92.54 Unrealized +24.8%
BLK BLACKROCK INC 0.3%
Value ($000) $18,072 Shares 16,885 Est. Cost $957.86 Unrealized +13.7%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $17,148 Shares 183,995 Est. Cost $50.65 Unrealized +71.1%
TJX TJX COMPANIES, INC. 0.6%
Value ($000) $32,105 Shares 209,005 Est. Cost $109.30 Unrealized +35.1%
LOW LOWE'S COMPANIES, INC 0.6%
Value ($000) $32,712 Shares 135,642 Est. Cost $162.13 Unrealized +47.9%
AZN ASTRAZENECA PLC 0.2%
Value ($000) $9,022 Shares 98,138 Est. Cost $70.23 Unrealized
ANET ARISTA NETWORKS INC 0.2%
Value ($000) $10,432 Shares 79,618 Est. Cost $125.92 Unrealized +9.3%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $12,475 Shares 306,296 Est. Cost $39.56 Unrealized +2.3%
LH LABCORP HOLDINGS INC 0.1%
Value ($000) $6,296 Shares 25,094 Est. Cost $240.31 Unrealized +10.3%
NEU NEWMARKET CORP 0.1%
Value ($000) $3,884 Shares 5,652 Est. Cost $765.22 Unrealized -0.6%
V VISA INC 0.8%
Value ($000) $40,099 Shares 114,336 Est. Cost $299.05 Unrealized +13.8%
QCOM QUALCOMM INC 0.5%
Value ($000) $26,107 Shares 152,627 Est. Cost $105.07 Unrealized +62.6%
T AT&T INC 0.1%
Value ($000) $5,112 Shares 205,813 Est. Cost $24.87 Unrealized +1.7%
WTM WHITE MTNS INS GROUP LTD 0.1%
Value ($000) $3,668 Shares 1,765 Est. Cost $1784.36 Unrealized +9.6%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $3,937 Shares 43,163 Est. Cost $98.37 Unrealized -0.7%
IUSV ISHARES CORE S&P VALUE ETF 0.7%
Value ($000) $37,009 Shares 360,923 Est. Cost $94.77 Unrealized
SHBI SHORE BANCSHARES INC 0.2%
Value ($000) $9,322 Shares 527,241 Est. Cost $14.06 Unrealized +19.3%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $9,261 Shares 16,241 Est. Cost $525.84 Unrealized +10.1%
ZS ZSCALER INC 0.0%
Value ($000) $1,898 Shares 8,440 Est. Cost $283.05 Unrealized -0.3%
EPAM EPAM SYS INC 0.0%
Value ($000) $1,882 Shares 9,188 Est. Cost $164.18 Unrealized +8.6%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $7,023 Shares 28,513 Est. Cost $203.85 Unrealized +21.4%
VRSN VERISIGN INC 0.1%
Value ($000) $2,697 Shares 11,099 Est. Cost $217.79 Unrealized +15.2%
GLW CORNING INC 0.1%
Value ($000) $6,978 Shares 79,697 Est. Cost $56.06 Unrealized +53.4%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $1,823 Shares 15,609 Est. Cost $144.34 Unrealized -10.5%
FDX FEDEX CORP 0.0%
Value ($000) $2,303 Shares 7,974 Est. Cost $226.51 Unrealized +15.5%
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 2.0%
Value ($000) $106,603 Shares 887,029 Est. Cost $109.17 Unrealized
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $1,559 Shares 2,745 Est. Cost $754.47 Unrealized -17.8%
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $704 Shares 1,910 Est. Cost $124.70 Unrealized +106.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $5,583 Shares 32,182 Est. Cost $157.85 Unrealized +8.2%
FTNT FORTINET INC 0.1%
Value ($000) $5,247 Shares 66,080 Est. Cost $76.35 Unrealized +8.6%
BKNG BOOKING HOLDINGS INC 0.5%
Value ($000) $25,409 Shares 4,745 Est. Cost $3979.86 Unrealized +29.1%
STT STATE STR CORP 0.1%
Value ($000) $3,410 Shares 26,430 Est. Cost $109.02 Unrealized +9.1%
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $3,569 Shares 23,054 Est. Cost $136.11 Unrealized
RBC RBC BEARINGS INC 0.0%
Value ($000) $2,529 Shares 5,640 Est. Cost $389.28 Unrealized +8.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $1,683 Shares 20,278 Est. Cost $71.84 Unrealized +3.9%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $4,620 Shares 14,258 Est. Cost $345.05 Unrealized -3.2%
COHR COHERENT CORP 0.0%
Value ($000) $744 Shares 4,028 Est. Cost $99.69 Unrealized +50.0%
BRK/B BERKSHIRE HATHAWAY INC B 1.4%
Value ($000) $74,245 Shares 147,708 Est. Cost $471.37 Unrealized +5.6%
IWB ISHARES TR 0.2%
Value ($000) $11,065 Shares 29,630 Est. Cost $338.28 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $4,623 Shares 39,439 Est. Cost $82.86 Unrealized +46.7%
WDAY WORKDAY INC 0.0%
Value ($000) $1,993 Shares 9,281 Est. Cost $233.17 Unrealized -2.6%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $1,169 Shares 4,813 Est. Cost $319.33 Unrealized -16.3%
ILMN ILLUMINA INC 0.0%
Value ($000) $918 Shares 6,997 Est. Cost $98.87 Unrealized +18.7%
VABK VIRGINIA NATL BANKSHARES COR 0.2%
Value ($000) $9,653 Shares 242,242 Est. Cost $38.43 Unrealized +4.0%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $6,225 Shares 38,241 Est. Cost $129.12 Unrealized +30.7%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $1,518 Shares 3,343 Est. Cost $561.33 Unrealized -15.1%
WSO WATSCO INC 0.0%
Value ($000) $1,165 Shares 3,458 Est. Cost $427.59 Unrealized -16.5%
AA ALCOA CORP 0.0%
Value ($000) $524 Shares 9,861 Est. Cost $30.70 Unrealized +33.2%
D DOMINION ENERGY INC 0.1%
Value ($000) $5,642 Shares 96,296 Est. Cost $53.67 Unrealized +11.3%
WELL WELLTOWER INC 0.1%
Value ($000) $4,662 Shares 25,117 Est. Cost $120.74 Unrealized +54.4%
UNP UNION PAC CORP 0.2%
Value ($000) $11,046 Shares 47,750 Est. Cost $210.14 Unrealized +8.2%
IYW ISHARES DOW JONES US TECHNOLOGY SECTOR INDEX 0.2%
Value ($000) $12,798 Shares 64,091 Est. Cost $173.27 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $1,169 Shares 3,437 Est. Cost $263.93 Unrealized +17.3%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $895 Shares 5,730 Est. Cost $157.05 Unrealized -8.8%
WWD WOODWARD INC 0.0%
Value ($000) $1,050 Shares 3,473 Est. Cost $247.84 Unrealized +10.9%
OMCL OMNICELL COM 0.0%
Value ($000) $494 Shares 10,900 Est. Cost $30.73 Unrealized +19.0%
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $439 Shares 9,039 Est. Cost $69.01 Unrealized -24.6%
GTLB GITLAB INC 0.0%
Value ($000) $627 Shares 16,707 Est. Cost $45.73 Unrealized -5.3%
ESLT ELBIT SYS LTD 0.0%
Value ($000) $1,040 Shares 1,801 Est. Cost $467.23 Unrealized +7.1%
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $860 Shares 7,559 Est. Cost $41.45 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS INC. 0.0%
Value ($000) $1,605 Shares 7,190 Est. Cost $246.96 Unrealized -8.0%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $6,596 Shares 19,673 Est. Cost $284.78 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.1%
Value ($000) $6,652 Shares 7,339 Est. Cost $807.67 Unrealized +19.0%
AFL AFLAC INC 0.1%
Value ($000) $5,869 Shares 53,228 Est. Cost $77.65 Unrealized +41.5%
TRV THE TRAVELERS COMPANIES, INC. 0.1%
Value ($000) $3,081 Shares 10,623 Est. Cost $182.89 Unrealized +53.4%
CGNX COGNEX CORP 0.0%
Value ($000) $389 Shares 10,816 Est. Cost $37.09 Unrealized +9.0%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $6,446 Shares 117,691 Est. Cost $50.55 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $543 Shares 2,501 Est. Cost $250.44 Unrealized -12.7%
ENVA ENOVA INTL INC 0.0%
Value ($000) $354 Shares 2,250 Est. Cost $114.28 Unrealized +13.9%
SLB SCHLUMBERGER LIMITED 0.0%
Value ($000) $853 Shares 22,232 Est. Cost $34.17 Unrealized +5.5%
BIO BIO RAD LABS INC 0.0%
Value ($000) $1,242 Shares 4,099 Est. Cost $272.13 Unrealized +14.7%
IPX IPERIONX LTD 0.0%
Value ($000) $253 Shares 7,000 Est. Cost $31.50 Unrealized
TRMB TRIMBLE INC 0.0%
Value ($000) $2,131 Shares 27,200 Est. Cost $81.58 Unrealized -2.3%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $1,014 Shares 11,892 Est. Cost $77.98 Unrealized +5.2%
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $42,599 Shares 74,620 Est. Cost $497.93 Unrealized +12.3%
BRKR BRUKER CORP 0.0%
Value ($000) $273 Shares 5,800 Est. Cost $35.55 Unrealized +18.8%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $916 Shares 4,021 Est. Cost $232.48 Unrealized -8.7%
IDV ISHARES TR 0.0%
Value ($000) $1,153 Shares 29,233 Est. Cost $32.74 Unrealized
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $810 Shares 14,950 Est. Cost $52.63 Unrealized -2.5%
PLUS EPLUS INC 0.0%
Value ($000) $374 Shares 4,261 Est. Cost $70.51 Unrealized +17.0%
FCX FREEPORT-MCMORAN COPPER & GOLD INC 0.0%
Value ($000) $277 Shares 5,456 Est. Cost $38.71 Unrealized +11.9%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $753 Shares 14,792 Est. Cost $58.08 Unrealized
AAON AAON INC 0.0%
Value ($000) $275 Shares 3,600 Est. Cost $81.75 Unrealized +12.9%
EQT EQT CORP 0.0%
Value ($000) $2,549 Shares 47,551 Est. Cost $53.58 Unrealized +4.8%
BTI BRITISH AMERICAN TOBACCO PLC SPON ADR 0.0%
Value ($000) $918 Shares 16,220 Est. Cost $52.98 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $440 Shares 3,582 Est. Cost $70.63 Unrealized +82.2%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $1,185 Shares 6,108 Est. Cost $189.30 Unrealized +0.1%
RVLV REVOLVE GROUP INC 0.0%
Value ($000) $178 Shares 5,886 Est. Cost $21.81 Unrealized +10.8%
WAT WATERS CORP 0.0%
Value ($000) $247 Shares 650 Est. Cost $301.75 Unrealized +21.9%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $947 Shares 3,394 Est. Cost $232.60 Unrealized
IWN ISHARES RUSSELL 2000 VALUE INDEX FUND 0.0%
Value ($000) $1,821 Shares 10,050 Est. Cost $162.72 Unrealized
HAE HAEMONETICS CORP MASS 0.0%
Value ($000) $122 Shares 1,517 Est. Cost $61.90 Unrealized +8.5%
TLS TELOS CORPORATION 0.0%
Value ($000) $135 Shares 26,454 Est. Cost $2.60 Unrealized +140.3%
CABO CABLE ONE INC 0.0%
Value ($000) $79 Shares 700 Est. Cost $187.69 Unrealized -27.3%
XEL XCEL ENERGY INC 0.0%
Value ($000) $451 Shares 6,110 Est. Cost $68.05 Unrealized +15.1%
PTC PTC INC 0.0%
Value ($000) $243 Shares 1,392 Est. Cost $203.90 Unrealized -8.9%
XYZ BLOCK INC 0.0%
Value ($000) $386 Shares 5,929 Est. Cost $58.18 Unrealized +18.6%
FCF FIRST COMMONWEALTH FINANCIAL CORPORATION 0.1%
Value ($000) $3,516 Shares 208,544 Est. Cost $15.00 Unrealized +8.1%
RMD RESMED INC 0.0%
Value ($000) $289 Shares 1,200 Est. Cost $272.23 Unrealized -6.2%
VCYT VERACYTE INC 0.0%
Value ($000) $211 Shares 5,000 Est. Cost $28.69 Unrealized +40.5%
IYH ISHARES DOW JONES US HEALTHCARE SECTOR INDEX 0.0%
Value ($000) $388 Shares 5,960 Est. Cost $56.66 Unrealized
ISBA ISABELLA BANK CORPORATION 0.0%
Value ($000) $128 Shares 2,563 Est. Cost $27.18 Unrealized +55.0%
BA BOEING CO 0.2%
Value ($000) $11,907 Shares 54,841 Est. Cost $221.15 Unrealized -7.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $971 Shares 4,665 Est. Cost $97.42 Unrealized +109.5%
HL HECLA MNG CO 0.0%
Value ($000) $96 Shares 5,005 Est. Cost $8.03 Unrealized +90.3%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $352 Shares 1,224 Est. Cost $248.70 Unrealized
LBRDA LIBERTY BROADBAND CORP 0.0%
Value ($000) $110 Shares 2,270 Est. Cost $68.73 Unrealized -24.6%
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $232 Shares 1,616 Est. Cost $122.56 Unrealized
FFIV F5 INC 0.0%
Value ($000) $128 Shares 500 Est. Cost $313.03 Unrealized -14.1%
FNB F N B CORP 0.0%
Value ($000) $587 Shares 34,300 Est. Cost $10.89 Unrealized +49.4%
FULT FULTON FINANCIAL CORPORATION 0.0%
Value ($000) $933 Shares 48,278 Est. Cost $16.58 Unrealized +9.9%
MATX MATSON INC 0.0%
Value ($000) $166 Shares 1,344 Est. Cost $106.17 Unrealized +0.8%
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $418 Shares 1,070 Est. Cost $453.46 Unrealized -10.1%
UBSI UNITED BANKSHARES INC WEST V 0.0%
Value ($000) $1,085 Shares 28,248 Est. Cost $35.24 Unrealized +5.7%
HSY HERSHEY CO 0.0%
Value ($000) $1,031 Shares 5,668 Est. Cost $170.53 Unrealized +6.8%
IT GARTNER INC 0.0%
Value ($000) $704 Shares 2,789 Est. Cost $291.66 Unrealized -17.5%
COO COOPER COS INC 0.0%
Value ($000) $180 Shares 2,200 Est. Cost $70.83 Unrealized +5.7%
GRAL GRAIL INC 0.0%
Value ($000) $93 Shares 1,086 Est. Cost $38.21 Unrealized +126.1%
CERT CERTARA INC 0.0%
Value ($000) $74 Shares 8,416 Est. Cost $10.94 Unrealized -5.8%
SOXX ISHARES TR 0.0%
Value ($000) $286 Shares 950 Est. Cost $238.70 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $1,779 Shares 10,028 Est. Cost $139.68 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $181 Shares 2,172 Est. Cost $72.02 Unrealized +6.0%
VAC MARRIOTT VACATIONS WORLDWIDE 0.0%
Value ($000) $174 Shares 3,019 Est. Cost $63.09 Unrealized -6.3%
NUVB NUVATION BIO INC 0.0%
Value ($000) $45 Shares 5,000 Est. Cost $2.08 Unrealized +197.4%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $319 Shares 2,664 Est. Cost $95.89 Unrealized +19.7%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $552 Shares 1,679 Est. Cost $322.11 Unrealized +1.4%
VNT VONTIER CORPORATION 0.0%
Value ($000) $200 Shares 5,385 Est. Cost $40.84 Unrealized -6.3%
GTES GATES INDL CORP PLC 0.0%
Value ($000) $158 Shares 7,342 Est. Cost $24.84 Unrealized -7.1%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $483 Shares 13,058 Est. Cost $50.88 Unrealized -28.9%
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value ($000) $76 Shares 1,955 Est. Cost $47.75 Unrealized
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $140 Shares 2,457 Est. Cost $57.43 Unrealized
ACIW ACI WORLDWIDE INC 0.0%
Value ($000) $228 Shares 4,771 Est. Cost $47.26 Unrealized +2.7%
FRDM EA SERIES TRUST 0.0%
Value ($000) $174 Shares 3,390 Est. Cost $44.31 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $97 Shares 472 Est. Cost $147.12 Unrealized +27.6%
ABRDN LIFE SCIENCES INVESTOR 0.0%
Value ($000) $299 Shares 17,808 Est. Cost $19.31 Unrealized
ACH ACCENDRA HEALTH INC 0.0%
Value ($000) $32 Shares 11,259 Est. Cost $6.36 Unrealized -43.8%
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $76 Shares 695 Est. Cost $160.43 Unrealized
RKLB ROCKET LAB CORP 0.0%
Value ($000) $70 Shares 1,002 Est. Cost $24.48 Unrealized +134.2%
PSLV SPROTT ASSET MANAGEMENT LP 0.0%
Value ($000) $62 Shares 2,629 Est. Cost $12.24 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $65 Shares 311 Est. Cost $317.74 Unrealized -29.2%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $145 Shares 1,293 Est. Cost $73.67 Unrealized +37.2%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $132 Shares 1,643 Est. Cost $80.96 Unrealized +1.8%
SRE SEMPRA 0.0%
Value ($000) $1,544 Shares 17,491 Est. Cost $72.88 Unrealized +24.2%
SPYM SPDR SERIES TRUST 0.0%
Value ($000) $823 Shares 10,260 Est. Cost $42.77 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $224 Shares 480 Est. Cost $379.19 Unrealized +22.3%
DFAR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $612 Shares 26,703 Est. Cost $23.51 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $188 Shares 2,535 Est. Cost $66.87 Unrealized
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $33 Shares 850 Est. Cost $58.45 Unrealized -14.8%
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $325 Shares 7,183 Est. Cost $40.02 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $947 Shares 4,701 Est. Cost $173.88 Unrealized +9.3%
BOTJ BANK OF THE JAMES FINL GP IN 0.0%
Value ($000) $111 Shares 6,000 Est. Cost $14.36 Unrealized +17.7%
DOCS DOXIMITY INC 0.0%
Value ($000) $27 Shares 616 Est. Cost $61.23 Unrealized -8.3%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $214 Shares 1,640 Est. Cost $140.62 Unrealized -4.0%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $696 Shares 2,210 Est. Cost $265.95 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $93 Shares 510 Est. Cost $165.24 Unrealized +0.6%
DRS LEONARDO DRS INC 0.0%
Value ($000) $51 Shares 1,500 Est. Cost $39.92 Unrealized -7.7%
VOX VANGUARD TELECOMMUNICATION SERVICES ETF 0.0%
Value ($000) $547 Shares 2,827 Est. Cost $171.04 Unrealized
MKSI MKS INC. 0.0%
Value ($000) $74 Shares 462 Est. Cost $80.86 Unrealized +83.3%
ITOT ISHARES TR 0.0%
Value ($000) $811 Shares 5,455 Est. Cost $129.00 Unrealized
ATO ATMOS ENERGY CORPORATION 0.0%
Value ($000) $1,345 Shares 8,021 Est. Cost $153.12 Unrealized +12.5%
PODD INSULET CORP 0.0%
Value ($000) $179 Shares 629 Est. Cost $310.37 Unrealized +0.7%
PSKY PARAMOUNT SKYDANCE CORP 0.0%
Value ($000) $37 Shares 2,789 Est. Cost $14.51 Unrealized +7.3%
HEI HEICO CORP NEW 0.1%
Value ($000) $6,449 Shares 19,930 Est. Cost $318.25 Unrealized -0.7%
FR FIRST INDL RLTY TR INC 0.0%
Value ($000) $149 Shares 2,600 Est. Cost $51.47 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $572 Shares 7,582 Est. Cost $73.45 Unrealized
XT ISHARES EXPONENTIAL TECHNOLOGY ETF 0.0%
Value ($000) $452 Shares 6,475 Est. Cost $65.25 Unrealized
UNF UNIFIRST CORP MASS 0.0%
Value ($000) $107 Shares 557 Est. Cost $172.96 Unrealized -2.6%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $259 Shares 2,695 Est. Cost $89.67 Unrealized +2.0%
CCOI COGENT COMMUNICATIONS HLDGS 0.0%
Value ($000) $18 Shares 824 Est. Cost $48.69 Unrealized -39.4%
UBS UBS GROUP AG 0.0%
Value ($000) $119 Shares 2,564 Est. Cost $30.94 Unrealized +30.6%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $142 Shares 3,194 Est. Cost $32.33 Unrealized +27.4%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $38 Shares 1,205 Est. Cost $18.77 Unrealized
CG CARLYLE GROUP INC 0.0%
Value ($000) $218 Shares 3,736 Est. Cost $48.24 Unrealized +16.7%
ARKK ARK ETF TR 0.0%
Value ($000) $108 Shares 1,407 Est. Cost $71.40 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $85 Shares 900 Est. Cost $73.43 Unrealized +15.0%
CEF SPROTT ASSET MANAGEMENT LP 0.0%
Value ($000) $64 Shares 1,400 Est. Cost $30.10 Unrealized
VMC VULCAN MATERIALS COMPANY 0.0%
Value ($000) $162 Shares 567 Est. Cost $277.44 Unrealized +5.7%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $53 Shares 431 Est. Cost $107.01 Unrealized +0.1%
PRIM PRIMORIS SERVICES CORPORATION 0.0%
Value ($000) $114 Shares 920 Est. Cost $67.77 Unrealized +92.7%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $61 Shares 160 Est. Cost $439.60 Unrealized -8.8%
LKQ LKQ CORP 0.0%
Value ($000) $859 Shares 28,440 Est. Cost $32.38 Unrealized -7.4%
NTAP NETAPP INC 0.0%
Value ($000) $107 Shares 1,000 Est. Cost $110.78 Unrealized +2.6%
NICE NICE LTD. 0.0%
Value ($000) $40 Shares 355 Est. Cost $168.91 Unrealized
CLF CLEVELAND CLIFFS INC 0.0%
Value ($000) $134 Shares 10,080 Est. Cost $7.43 Unrealized +69.9%
BRX BRIXMOR PPTY GROUP INC 0.0%
Value ($000) $194 Shares 7,411 Est. Cost $27.68 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $79 Shares 1,075 Est. Cost $57.68 Unrealized +13.3%
EXP EAGLE MATLS INC 0.0%
Value ($000) $83 Shares 400 Est. Cost $226.24 Unrealized -2.5%
GATX GATX CORP 0.0%
Value ($000) $343 Shares 2,020 Est. Cost $160.70 Unrealized +2.3%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $578 Shares 19,208 Est. Cost $28.05 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $660 Shares 3,118 Est. Cost $205.43 Unrealized
ALEX ALEXANDER & BALDWIN INC NEW 0.0%
Value ($000) $84 Shares 4,053 Est. Cost $18.19 Unrealized
GHC GRAHAM HLDGS CO 0.0%
Value ($000) $138 Shares 126 Est. Cost $1030.17 Unrealized +3.5%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $65 Shares 1,590 Est. Cost $42.71 Unrealized -2.7%
IPGP IPG PHOTONICS CORP 0.0%
Value ($000) $93 Shares 1,300 Est. Cost $62.38 Unrealized +30.8%
HOLX HOLOGIC INC 0.0%
Value ($000) $104 Shares 1,400 Est. Cost $65.92 Unrealized +10.8%
IJS ISHARES S&P SMALLCAP 600 VALUE INDEX 0.0%
Value ($000) $355 Shares 3,120 Est. Cost $102.41 Unrealized
NANR SPDR S& P NORTH AMERICAN NATURAL RES ETF 0.0%
Value ($000) $205 Shares 3,023 Est. Cost $56.64 Unrealized
PIMCO DYNAMIC INCOME FD 0.0%
Value ($000) $82 Shares 4,627 Est. Cost $19.80 Unrealized
AYI ACUITY INC 0.0%
Value ($000) $220 Shares 611 Est. Cost $258.41 Unrealized +39.8%
PBT PERMIAN BASIN ROYALTY TRUST 0.0%
Value ($000) $129 Shares 7,591 Est. Cost $13.27 Unrealized
SEIC SEI INVTS CO 0.0%
Value ($000) $271 Shares 3,300 Est. Cost $88.30 Unrealized -7.5%
LNKB LINKBANCORP INC 0.0%
Value ($000) $66 Shares 7,951 Est. Cost $6.85 Unrealized +9.1%
LEU CENTRUS ENERGY CORP 0.0%
Value ($000) $32 Shares 133 Est. Cost $221.21 Unrealized +36.5%
DOV DOVER CORP 0.0%
Value ($000) $62 Shares 315 Est. Cost $178.62 Unrealized +1.8%
CTS CTS CORP 0.0%
Value ($000) $129 Shares 3,000 Est. Cost $41.38 Unrealized +1.3%
VST VISTRA CORP 0.0%
Value ($000) $41 Shares 254 Est. Cost $197.68 Unrealized -8.0%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $40 Shares 200 Est. Cost $158.82 Unrealized +14.2%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1,319 Shares 16,982 Est. Cost $77.14 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $419 Shares 1,084 Est. Cost $362.86 Unrealized
COR CENCORA INC 0.0%
Value ($000) $115 Shares 340 Est. Cost $293.30 Unrealized +16.1%
RPM RPM INTL INC 0.0%
Value ($000) $62 Shares 596 Est. Cost $113.33 Unrealized -4.5%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $31.24 Unrealized +18.5%
NUS NU SKIN ENTERPRISES INC 0.0%
Value ($000) $31 Shares 3,215 Est. Cost $6.91 Unrealized +49.1%
SGI SOMNIGROUP INTERNATIONAL INC 0.0%
Value ($000) $145 Shares 1,623 Est. Cost $78.80 Unrealized +10.9%
NGVT INGEVITY CORP 0.0%
Value ($000) $118 Shares 1,994 Est. Cost $52.01 Unrealized +4.4%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $45 Shares 300 Est. Cost $110.87 Unrealized +22.3%
EEM ISHARES MSCI EMERGING MARKETS INDEX 0.0%
Value ($000) $328 Shares 5,987 Est. Cost $48.24 Unrealized
SLYV SPDR SERIES TRUST 0.0%
Value ($000) $258 Shares 2,838 Est. Cost $81.63 Unrealized
ENOV ENOVIS CORPORATION 0.0%
Value ($000) $56 Shares 2,096 Est. Cost $30.32 Unrealized -2.6%
ICF ISHARES COHEN & STEERS REALTY MAJORS INDEX 0.0%
Value ($000) $276 Shares 4,621 Est. Cost $61.17 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $93 Shares 437 Est. Cost $241.28 Unrealized -11.1%
CCJ CAMECO CORP 0.0%
Value ($000) $91 Shares 1,000 Est. Cost $53.26 Unrealized +68.9%
OEF ISHARES TR 0.0%
Value ($000) $256 Shares 747 Est. Cost $304.35 Unrealized
SAIC SCIENCE APPLICATIONS INTL CO 0.0%
Value ($000) $573 Shares 5,693 Est. Cost $113.56 Unrealized -15.9%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $42 Shares 1,065 Est. Cost $48.00 Unrealized -14.9%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $69 Shares 324 Est. Cost $190.57 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $696 Shares 10,025 Est. Cost $43.62 Unrealized
BSMT INVESCO BULLETSHARES 2029 MUNI BOND ETF 0.1%
Value ($000) $4,098 Shares 177,011 Est. Cost $22.98 Unrealized
NVR NVR INC 0.0%
Value ($000) $73 Shares 10 Est. Cost $7793.50 Unrealized -4.1%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $24 Shares 396 Est. Cost $64.65 Unrealized +14.8%
URI UNITED RENTALS INC 0.0%
Value ($000) $40 Shares 50 Est. Cost $888.48 Unrealized -2.4%
MJ AMPLIFY ETF TR 0.0%
Value ($000) $28 Shares 943 Est. Cost $37.38 Unrealized
XSW SPDR SERIES TRUST S&P SOFTWARE ETF 0.0%
Value ($000) $126 Shares 673 Est. Cost $189.82 Unrealized
OSCR OSCAR HEALTH INC 0.0%
Value ($000) $22 Shares 1,559 Est. Cost $14.87 Unrealized +16.4%
FCOM FIDELITY COVINGTON TRUST 0.0%
Value ($000) $225 Shares 3,070 Est. Cost $70.17 Unrealized
ACM AECOM 0.0%
Value ($000) $19 Shares 200 Est. Cost $120.14 Unrealized -2.4%
INCY INCYTE CORP 0.0%
Value ($000) $49 Shares 500 Est. Cost $79.04 Unrealized +22.4%
MZTI MARZETTI COMPANY 0.0%
Value ($000) $137 Shares 832 Est. Cost $179.38 Unrealized -7.0%
SONY SONY GROUP CORP 0.0%
Value ($000) $56 Shares 2,182 Est. Cost $28.42 Unrealized
TMV DIREXION SHS ETF TR 0.0%
Value ($000) $113 Shares 3,053 Est. Cost $36.91 Unrealized
ITB ISHARES TR 0.0%
Value ($000) $60 Shares 619 Est. Cost $104.54 Unrealized
ETH GRAYSCALE ETHEREUM MINI TR E 0.0%
Value ($000) $17 Shares 619 Est. Cost $23.72 Unrealized
CHD CHURCH & DWIGHT CO 0.0%
Value ($000) $148 Shares 1,765 Est. Cost $96.31 Unrealized -11.5%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $234 Shares 5,902 Est. Cost $35.84 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $113 Shares 6,885 Est. Cost $15.22 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $113 Shares 832 Est. Cost $112.22 Unrealized +28.1%
CNC CENTENE CORP DEL 0.0%
Value ($000) $47 Shares 1,150 Est. Cost $58.65 Unrealized -36.2%
DEM WISDOMTREE TR 0.0%
Value ($000) $408 Shares 8,735 Est. Cost $45.99 Unrealized
FRPH FRP HLDGS INC 0.0%
Value ($000) $91 Shares 4,000 Est. Cost $25.99 Unrealized -9.0%
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $118 Shares 1,947 Est. Cost $64.55 Unrealized -8.7%
GAP GAP INC 0.0%
Value ($000) $38 Shares 1,470 Est. Cost $21.35 Unrealized +12.7%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $183 Shares 6,727 Est. Cost $24.65 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $24 Shares 3,745 Est. Cost $5.18 Unrealized
MLI MUELLER INDS INC 0.0%
Value ($000) $52 Shares 450 Est. Cost $91.43 Unrealized +17.4%
TDC TERADATA CORP DEL 0.0%
Value ($000) $21 Shares 689 Est. Cost $21.72 Unrealized +20.5%
IMO IMPERIAL OIL LTD 0.0%
Value ($000) $117 Shares 1,358 Est. Cost $85.57 Unrealized +6.0%
AON AON PLC 0.0%
Value ($000) $573 Shares 1,624 Est. Cost $361.48 Unrealized -3.4%
MNSB MAINSTREET BANCSHARES INC 0.0%
Value ($000) $257 Shares 12,600 Est. Cost $17.89 Unrealized +8.5%
IDYA IDEAYA BIOSCIENCES INC 0.0%
Value ($000) $28 Shares 800 Est. Cost $19.19 Unrealized +66.2%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $221 Shares 498 Est. Cost $430.80 Unrealized
MFIC MIDCAP FINANCIAL INVSTMNT CO 0.0%
Value ($000) $120 Shares 10,500 Est. Cost $12.08 Unrealized -4.1%
STLA STELLANTIS NV 0.0%
Value ($000) $40 Shares 3,660 Est. Cost $10.03 Unrealized
SRPT SAREPTA THERAPEUTICS INC 0.0%
Value ($000) $54 Shares 2,500 Est. Cost $17.83 Unrealized +18.2%
IWO ISHARES RUSSELL 2000 GROWTH 0.0%
Value ($000) $608 Shares 1,883 Est. Cost $292.69 Unrealized
CORT CORCEPT THERAPEUTICS INC 0.0%
Value ($000) $4 Shares 116 Est. Cost $72.36 Unrealized +8.5%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $44 Shares 1,669 Est. Cost $35.91 Unrealized -24.5%
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $44 Shares 680 Est. Cost $73.57 Unrealized -9.5%
CELH CELSIUS HLDGS INC 0.0%
Value ($000) $21 Shares 468 Est. Cost $38.52 Unrealized +30.8%
CM CANADIAN IMPERIAL BANK OF CO 0.0%
Value ($000) $45 Shares 500 Est. Cost $63.73 Unrealized +34.6%
MUSA MURPHY USA INC 0.0%
Value ($000) $141 Shares 349 Est. Cost $394.84 Unrealized -2.9%
CWI SPDR INDEX SHS FDS 0.0%
Value ($000) $188 Shares 5,225 Est. Cost $32.66 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $42 Shares 213 Est. Cost $184.19 Unrealized +17.9%
BGC BGC GROUP INC 0.0%
Value ($000) $90 Shares 10,128 Est. Cost $9.13 Unrealized -1.5%
IYR ISHARES TR 0.0%
Value ($000) $151 Shares 1,611 Est. Cost $94.75 Unrealized
MTZ MASTEC INC 0.0%
Value ($000) $242 Shares 1,115 Est. Cost $151.04 Unrealized +38.9%
CHMG CHEMUNG FINL CORP 0.0%
Value ($000) $84 Shares 1,500 Est. Cost $45.08 Unrealized +17.0%
NULV NUSHARES ETF TR 0.0%
Value ($000) $179 Shares 3,974 Est. Cost $43.83 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $48 Shares 1,000 Est. Cost $44.71 Unrealized +2.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $6,038 Shares 8 Est. Cost $753075.25 Unrealized -0.9%
XHS SPDR SERIES TRUST S&P HEALTH CARE SVCS 0.0%
Value ($000) $97 Shares 905 Est. Cost $99.55 Unrealized
QFIN QFIN HOLDINGS INC 0.0%
Value ($000) $10 Shares 500 Est. Cost $28.78 Unrealized
TLN TALEN ENERGY CORP 0.0%
Value ($000) $35 Shares 94 Est. Cost $237.27 Unrealized +63.8%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $1,870 Shares 18,267 Est. Cost $102.53 Unrealized -0.3%
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $51 Shares 4,381 Est. Cost $8.68 Unrealized +27.8%
PXE INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $106 Shares 3,780 Est. Cost $27.99 Unrealized
PWRD TCW ETF TRUST 0.0%
Value ($000) $288 Shares 3,000 Est. Cost $90.17 Unrealized
NRGV ENERGY VAULT HOLDINGS INC 0.0%
Value ($000) $13 Shares 2,800 Est. Cost $0.81 Unrealized +373.5%
FBNC FIRST BANCORP N C 0.0%
Value ($000) $110 Shares 2,170 Est. Cost $50.79 Unrealized -0.6%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $34 Shares 395 Est. Cost $77.08 Unrealized +6.7%
JBHT HUNT J B TRANS SVCS INC 0.0%
Value ($000) $15 Shares 75 Est. Cost $143.22 Unrealized +19.7%
IHI ISHARES TR 0.0%
Value ($000) $135 Shares 2,177 Est. Cost $61.75 Unrealized
LIBERTY ALL-STAR GROWTH FD I 0.0%
Value ($000) $93 Shares 17,626 Est. Cost $5.47 Unrealized
YETI YETI HLDGS INC 0.0%
Value ($000) $18 Shares 400 Est. Cost $30.01 Unrealized +28.2%
PGY PAGAYA TECHNOLOGIES LTD 0.0%
Value ($000) $10 Shares 495 Est. Cost $32.30 Unrealized -21.1%
MC MOELIS & CO 0.0%
Value ($000) $116 Shares 1,683 Est. Cost $69.74 Unrealized -5.7%
URA GLOBAL X FDS 0.0%
Value ($000) $37 Shares 865 Est. Cost $38.81 Unrealized
PCG PG&E CORP 0.0%
Value ($000) $69 Shares 4,296 Est. Cost $16.16 Unrealized -1.5%
DMLP DORCHESTER MINERALS LP 0.0%
Value ($000) $27 Shares 1,200 Est. Cost $27.86 Unrealized
NULG NUSHARES ETF TR 0.0%
Value ($000) $250 Shares 2,554 Est. Cost $99.45 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $11,107 Shares 206,600 Est. Cost $49.36 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $346 Shares 3,486 Est. Cost $60.91 Unrealized +62.2%
CRK COMSTOCK RESOURCES, INC. 0.0%
Value ($000) $29 Shares 1,245 Est. Cost $22.76 Unrealized -3.2%
PRT PERMROCK ROYALTY TRUST 0.0%
Value ($000) $10 Shares 3,500 Est. Cost $3.98 Unrealized
FCN FTI CONSULTING INC 0.0%
Value ($000) $77 Shares 450 Est. Cost $163.26 Unrealized +1.0%
BIIB BIOGEN INC 0.0%
Value ($000) $20 Shares 115 Est. Cost $124.60 Unrealized +31.1%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $4,869 Shares 9,930 Est. Cost $349.44 Unrealized +35.6%
OZK BANK OZK 0.0%
Value ($000) $38 Shares 825 Est. Cost $42.51 Unrealized +8.8%
WY WEYERHAEUSER CO 0.0%
Value ($000) $88 Shares 3,707 Est. Cost $25.50 Unrealized -9.8%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $69 Shares 1,555 Est. Cost $37.39 Unrealized +13.0%
IXJ ISHARES TR 0.0%
Value ($000) $44 Shares 450 Est. Cost $86.09 Unrealized
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $57 Shares 160 Est. Cost $350.35 Unrealized +1.0%
FLAHERTY & CRUMRINE DYNAMIC 0.0%
Value ($000) $94 Shares 4,500 Est. Cost $21.64 Unrealized
FMS FRESENIUS MEDICAL CARE AG 0.0%
Value ($000) $36 Shares 1,500 Est. Cost $28.57 Unrealized
PDD PDD HOLDINGS INC 0.0%
Value ($000) $23 Shares 200 Est. Cost $104.66 Unrealized
PIMCO DYNAMIC INCOME STRATEG 0.0%
Value ($000) $11 Shares 600 Est. Cost $24.93 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $363 Shares 4,148 Est. Cost $86.46 Unrealized -1.4%
VYMI VANGUARD INTER HIGH DIVIDEND YIELD FD ETF 0.0%
Value ($000) $61 Shares 675 Est. Cost $80.11 Unrealized
NWG NATWEST GROUP PLC 0.0%
Value ($000) $19 Shares 1,062 Est. Cost $14.15 Unrealized
TECH BIO-TECHNE CORP 0.0%
Value ($000) $65 Shares 1,100 Est. Cost $53.45 Unrealized +13.6%
CNX CNX RES CORP 0.0%
Value ($000) $28 Shares 750 Est. Cost $30.64 Unrealized +16.9%
BSMU INVESCO BULLETSHARES 2030 MUNI BOND ETF 0.1%
Value ($000) $4,128 Shares 187,402 Est. Cost $21.83 Unrealized
APAM ARTISAN PARTNERS ASSET MANAGEMENT INC. 0.0%
Value ($000) $52 Shares 1,275 Est. Cost $36.88 Unrealized +10.4%
SGML SIGMA LITHIUM CORPORATION 0.0%
Value ($000) $7 Shares 500 Est. Cost $6.60 Unrealized +30.5%
TMHC TAYLOR MORRISON HOME CORPORATION 0.0%
Value ($000) $27 Shares 464 Est. Cost $58.10 Unrealized +5.2%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $123 Shares 1,950 Est. Cost $64.36 Unrealized -5.7%
MTH MERITAGE HOMES CORPORATION 0.0%
Value ($000) $33 Shares 495 Est. Cost $66.27 Unrealized +4.5%
MDB MONGODB INC 0.0%
Value ($000) $13 Shares 30 Est. Cost $257.06 Unrealized +41.5%
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $5 Shares 2,302 Est. Cost $2.79 Unrealized +3.5%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $19 Shares 796 Est. Cost $19.25 Unrealized
RELX RELX PLC 0.0%
Value ($000) $18 Shares 439 Est. Cost $49.68 Unrealized
HPE HEWLETT PACKARD ENTERPRISE 0.0%
Value ($000) $143 Shares 5,949 Est. Cost $21.41 Unrealized +9.5%
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $177 Shares 2,272 Est. Cost $76.30 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $147 Shares 3,046 Est. Cost $49.46 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $116 Shares 832 Est. Cost $126.75 Unrealized
GABELLI DIVID & INCOME TR 0.0%
Value ($000) $133 Shares 4,800 Est. Cost $27.13 Unrealized
CWST CASELLA WASTE SYS INC 0.0%
Value ($000) $98 Shares 1,003 Est. Cost $100.67 Unrealized -7.8%
GNTX GENTEX CORP 0.0%
Value ($000) $14 Shares 600 Est. Cost $26.57 Unrealized -9.3%
ALLE ALLEGION PLC 0.0%
Value ($000) $26 Shares 166 Est. Cost $165.14 Unrealized +0.9%
CLLS CELLECTIS S A 0.0%
Value ($000) $7 Shares 1,500 Est. Cost $2.85 Unrealized
GOLF ACUSHNET HLDGS CORP 0.0%
Value ($000) $178 Shares 2,224 Est. Cost $77.64 Unrealized +4.5%
MORN MORNINGSTAR INC 0.0%
Value ($000) $43 Shares 200 Est. Cost $266.56 Unrealized -18.8%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $2,796 Shares 13,370 Est. Cost $208.66 Unrealized
HGER HARBOR COMMODITY ALL WEATHER STRATEGY ETF 0.0%
Value ($000) $74 Shares 2,975 Est. Cost $24.29 Unrealized
MRTN MARTEN TRANS LTD 0.0%
Value ($000) $46 Shares 4,026 Est. Cost $12.05 Unrealized -12.3%
GCOW PACER FDS TR 0.0%
Value ($000) $75 Shares 1,810 Est. Cost $37.97 Unrealized
KBH KB HOME 0.0%
Value ($000) $23 Shares 400 Est. Cost $52.42 Unrealized +16.6%
PEN PENUMBRA INC 0.0%
Value ($000) $16 Shares 50 Est. Cost $272.19 Unrealized +1.5%
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $78 Shares 5,101 Est. Cost $15.90 Unrealized
SPMD SPDR SERIES TRUST 0.0%
Value ($000) $852 Shares 14,713 Est. Cost $54.38 Unrealized
PNQI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $81 Shares 1,500 Est. Cost $52.21 Unrealized
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $206 Shares 1,534 Est. Cost $123.60 Unrealized
EATON VANCE TAX MGD GLOBAL DIV EQUITY INCOME 0.0%
Value ($000) $62 Shares 6,500 Est. Cost $8.75 Unrealized
IYC ISHARES TR 0.0%
Value ($000) $171 Shares 1,660 Est. Cost $99.64 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $16 Shares 200 Est. Cost $32.73 Unrealized +130.1%
PIMCO CORPORATE & INCM STRG 0.0%
Value ($000) $55 Shares 4,300 Est. Cost $13.38 Unrealized
ALV AUTOLIV INC 0.0%
Value ($000) $66 Shares 555 Est. Cost $96.87 Unrealized +23.3%
IYF ISHARES TR 0.0%
Value ($000) $141 Shares 1,096 Est. Cost $121.02 Unrealized
HMN HORACE MANN EDUCATORS CORP N 0.0%
Value ($000) $120 Shares 2,600 Est. Cost $43.95 Unrealized +3.0%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $180 Shares 1,318 Est. Cost $127.35 Unrealized +2.7%
FXNC FIRST NATL CORP 0.0%
Value ($000) $25 Shares 995 Est. Cost $21.97 Unrealized +7.6%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $31 Shares 360 Est. Cost $79.15 Unrealized +0.7%
PSCE INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $165 Shares 3,833 Est. Cost $38.86 Unrealized
CNDT CONDUENT INC 0.0%
Value ($000) $5 Shares 2,773 Est. Cost $2.71 Unrealized -19.1%
FE FIRSTENERGY CORP 0.0%
Value ($000) $103 Shares 2,310 Est. Cost $41.70 Unrealized +9.7%
CRBU CARIBOU BIOSCIENCES INC 0.0%
Value ($000) $5 Shares 3,200 Est. Cost $1.89 Unrealized +11.2%
ITA ISHARES TR 0.0%
Value ($000) $91 Shares 425 Est. Cost $201.26 Unrealized
BUFM AB ACTIVE ETFS INC 0.0%
Value ($000) $97 Shares 2,471 Est. Cost $38.14 Unrealized
MKC/V MCCORMICK & CO INC 0.0%
Value ($000) $116 Shares 1,700 Est. Cost $73.32 Unrealized -10.4%
ACWI ISHARES TR 0.0%
Value ($000) $96 Shares 675 Est. Cost $137.38 Unrealized
PTCT PTC THERAPEUTICS INC 0.0%
Value ($000) $11 Shares 150 Est. Cost $47.47 Unrealized +53.1%
SMOG VANECK ETF TRUST 0.0%
Value ($000) $110 Shares 850 Est. Cost $127.06 Unrealized
HEFA ISHARES TR 0.0%
Value ($000) $51 Shares 1,240 Est. Cost $37.96 Unrealized
COHEN & STEERS QUALITY INCOM 0.0%
Value ($000) $23 Shares 2,017 Est. Cost $12.47 Unrealized
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $59 Shares 141 Est. Cost $458.09 Unrealized -9.3%
IXG ISHARES TR 0.0%
Value ($000) $49 Shares 407 Est. Cost $110.88 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1,469 Shares 9,470 Est. Cost $147.52 Unrealized
ALRM ALARM COM HLDGS INC 0.0%
Value ($000) $51 Shares 1,000 Est. Cost $55.48 Unrealized -8.1%
DSI ISHARES TR 0.0%
Value ($000) $90 Shares 700 Est. Cost $116.16 Unrealized
BIPC BROOKFIELD INFRASTRUCTURE CO 0.0%
Value ($000) $21 Shares 454 Est. Cost $39.87 Unrealized +12.9%
HR HEALTHCARE RLTY TR 0.0%
Value ($000) $31 Shares 1,800 Est. Cost $18.03 Unrealized
KR KROGER CO 0.0%
Value ($000) $24 Shares 390 Est. Cost $68.18 Unrealized -4.3%
AFG AMERICAN FINL GROUP INC OHIO 0.0%
Value ($000) $29 Shares 210 Est. Cost $119.49 Unrealized +11.8%
ARLP ALLIANCE RESOURCE PARTNERS L 0.0%
Value ($000) $21 Shares 900 Est. Cost $25.29 Unrealized
TPVG TRIPLEPOINT VENTURE GROWTH B 0.0%
Value ($000) $16 Shares 2,400 Est. Cost $6.65 Unrealized -10.0%
SEI SOLARIS ENERGY INFRAS INC 0.0%
Value ($000) $14 Shares 300 Est. Cost $31.12 Unrealized +55.2%
ACVA ACV AUCTIONS INC 0.0%
Value ($000) $8 Shares 950 Est. Cost $15.56 Unrealized -48.0%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $105 Shares 790 Est. Cost $127.30 Unrealized
FELG FIDELITY COVINGTON TRUST 0.0%
Value ($000) $127 Shares 3,051 Est. Cost $37.03 Unrealized
ABAT AMERICAN BATTERY TECHNOLOGY 0.0%
Value ($000) $4 Shares 1,157 Est. Cost $1.30 Unrealized +260.6%
BWA BORGWARNER INC 0.0%
Value ($000) $72 Shares 1,592 Est. Cost $39.71 Unrealized +10.0%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $7 Shares 25 Est. Cost $200.25 Unrealized +23.3%
YUM YUM BRANDS INC 0.0%
Value ($000) $365 Shares 2,410 Est. Cost $144.46 Unrealized +2.2%
BLACKROCK FLOATING RATE INC 0.0%
Value ($000) $24 Shares 2,100 Est. Cost $12.15 Unrealized
BRBR BELLRING BRANDS INC 0.0%
Value ($000) $5 Shares 177 Est. Cost $45.18 Unrealized -31.3%
GLAD GLADSTONE CAP CORP 0.0%
Value ($000) $29 Shares 1,400 Est. Cost $24.94 Unrealized -21.1%
BKLC BNY MELLON ETF TRUST 0.0%
Value ($000) $91 Shares 698 Est. Cost $128.38 Unrealized
HACK AMPLIFY ETF TR 0.0%
Value ($000) $21 Shares 264 Est. Cost $86.44 Unrealized
FREL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $49 Shares 1,817 Est. Cost $27.39 Unrealized
FCFS FIRSTCASH HOLDINGS INC 0.0%
Value ($000) $277 Shares 1,738 Est. Cost $138.95 Unrealized +13.0%
ARKG ARK ETF TR 0.0%
Value ($000) $40 Shares 1,380 Est. Cost $24.35 Unrealized
FAF FIRST AMERICAN FINANCIAL CORP. 0.0%
Value ($000) $36 Shares 590 Est. Cost $57.94 Unrealized +7.6%
NXG CUSHING MIDSTREAM ENERGY 0.0%
Value ($000) $9 Shares 238 Est. Cost $45.95 Unrealized
EATON VANCE TX ADV GLBL DIV 0.0%
Value ($000) $19 Shares 833 Est. Cost $21.13 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $66 Shares 1,159 Est. Cost $52.02 Unrealized
PSMT PRICESMART INC 0.0%
Value ($000) $133 Shares 1,084 Est. Cost $109.77 Unrealized +10.7%
MOAT VANECK ETF TRUST 0.0%
Value ($000) $37 Shares 360 Est. Cost $93.79 Unrealized
TDW TIDEWATER INC NEW 0.0%
Value ($000) $29 Shares 568 Est. Cost $43.10 Unrealized +22.6%
KEY KEYCORP 0.0%
Value ($000) $17 Shares 801 Est. Cost $17.12 Unrealized +8.0%
BCE BCE INC. 0.0%
Value ($000) $86 Shares 3,600 Est. Cost $21.05 Unrealized +9.4%
ABM ABM INDS INC 0.0%
Value ($000) $17 Shares 400 Est. Cost $47.48 Unrealized -8.1%
IWL ISHARES TR 0.0%
Value ($000) $57 Shares 336 Est. Cost $166.10 Unrealized
OLN OLIN CORPORATION 0.0%
Value ($000) $8 Shares 364 Est. Cost $20.30 Unrealized +5.6%
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $20 Shares 1,107 Est. Cost $19.37 Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $12 Shares 187 Est. Cost $38.33 Unrealized
IYJ ISHARES TR 0.0%
Value ($000) $95 Shares 643 Est. Cost $142.41 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $25 Shares 560 Est. Cost $41.96 Unrealized
NOTE FISCALNOTE HOLDINGS INC 0.0%
Value ($000) $1 Shares 462 Est. Cost $4.63 Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $194 Shares 7,966 Est. Cost $24.38 Unrealized
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $27 Shares 1,119 Est. Cost $21.97 Unrealized +1.0%
FDUS FIDUS INVT CORP 0.0%
Value ($000) $29 Shares 1,500 Est. Cost $20.07 Unrealized -3.2%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $172 Shares 1,860 Est. Cost $85.99 Unrealized +9.9%
MINT PIMCO ETF TR 0.0%
Value ($000) $700 Shares 6,971 Est. Cost $100.54 Unrealized
FRT FEDERAL REALTY INVESTMENT TRUST 0.0%
Value ($000) $274 Shares 2,720 Est. Cost $91.33 Unrealized +6.6%
HSBC HSBC HOLDINGS PLC SPON ADR 0.0%
Value ($000) $14 Shares 180 Est. Cost $60.79 Unrealized
GNR SPDR INDEX SHS FDS 0.0%
Value ($000) $25 Shares 405 Est. Cost $54.24 Unrealized
GME GAMESTOP CORP NEW 0.0%
Value ($000) $4 Shares 189 Est. Cost $26.80 Unrealized -16.3%
PENN PENN ENTERTAINMENT INC 0.0%
Value ($000) $4 Shares 298 Est. Cost $15.69 Unrealized -0.6%
SHEN SHENANDOAH TELECOMMUNICATION 0.0%
Value ($000) $8 Shares 715 Est. Cost $12.69 Unrealized -6.8%
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $29 Shares 2,700 Est. Cost $11.39 Unrealized
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $33 Shares 3,500 Est. Cost $9.11 Unrealized
GIB CGI INC 0.0%
Value ($000) $38 Shares 407 Est. Cost $105.05 Unrealized -15.3%
XPO XPO INC 0.0%
Value ($000) $26 Shares 192 Est. Cost $112.17 Unrealized +21.4%
ATKR ATKORE INC 0.0%
Value ($000) $154 Shares 2,430 Est. Cost $64.34 Unrealized +0.5%
IWC ISHARES TR 0.0%
Value ($000) $22 Shares 142 Est. Cost $149.09 Unrealized
TOWN TOWNEBANK PORTSMOUTH VA 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $35.83 Unrealized -6.0%
ADAMS DIVERSIFIED EQUITY FD 0.0%
Value ($000) $27 Shares 1,175 Est. Cost $21.81 Unrealized
SPYV SPDR SERIES TRUST 0.0%
Value ($000) $39 Shares 690 Est. Cost $52.34 Unrealized
ADVENT CONV & INCOME FD 0.0%
Value ($000) $59 Shares 4,700 Est. Cost $12.79 Unrealized
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $4 Shares 188 Est. Cost $22.61 Unrealized
MVST MICROVAST HOLDINGS INC 0.0%
Value ($000) $3 Shares 1,110 Est. Cost $3.10 Unrealized +34.6%
MBC MASTERBRAND INC 0.0%
Value ($000) $6 Shares 544 Est. Cost $11.07 Unrealized +5.8%
LUNR INTUITIVE MACHINES INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $9.79 Unrealized +18.3%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $28 Shares 733 Est. Cost $38.18 Unrealized +3.1%
VYX NCR VOYIX CORPORATION 0.0%
Value ($000) $5 Shares 480 Est. Cost $10.75 Unrealized +1.1%
REGL PROSHARES TR 0.0%
Value ($000) $85 Shares 1,005 Est. Cost $81.54 Unrealized
TRI THOMSON REUTERS CORP 0.0%
Value ($000) $6 Shares 48 Est. Cost $181.15 Unrealized -22.1%
ROBO EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $21 Shares 299 Est. Cost $63.23 Unrealized
FWONK LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $19 Shares 188 Est. Cost $104.45 Unrealized
VNO VORNADO RLTY TR 0.0%
Value ($000) $5 Shares 150 Est. Cost $38.24 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $23 Shares 150 Est. Cost $140.85 Unrealized +4.4%
BIZD VANECK ETF TRUST 0.0%
Value ($000) $20 Shares 1,400 Est. Cost $14.94 Unrealized
QLYS QUALYS INC 0.0%
Value ($000) $248 Shares 1,866 Est. Cost $135.59 Unrealized +1.5%
CDW CDW CORP 0.0%
Value ($000) $6 Shares 46 Est. Cost $168.13 Unrealized -12.5%
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $22 Shares 500 Est. Cost $42.22 Unrealized
RRR RED ROCK RESORTS INC 0.0%
Value ($000) $73 Shares 1,185 Est. Cost $45.69 Unrealized +28.0%
IOO ISHARES TR 0.0%
Value ($000) $20 Shares 156 Est. Cost $107.81 Unrealized
FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF 0.0%
Value ($000) $65 Shares 400 Est. Cost $144.91 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $147 Shares 1,441 Est. Cost $102.87 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $36 Shares 3,035 Est. Cost $11.29 Unrealized
PNR PENTAIR PLC 0.0%
Value ($000) $16 Shares 150 Est. Cost $92.89 Unrealized +14.9%
PHG KONINKLIJKE PHILIPS N V 0.0%
Value ($000) $149 Shares 5,510 Est. Cost $27.26 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $23 Shares 286 Est. Cost $81.93 Unrealized -3.6%
H HYATT HOTELS CORP 0.0%
Value ($000) $8 Shares 52 Est. Cost $124.42 Unrealized +23.1%
OGS ONE GAS INC 0.0%
Value ($000) $20 Shares 254 Est. Cost $75.12 Unrealized +7.0%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $15 Shares 200 Est. Cost $72.67 Unrealized
THG HANOVER INS GROUP INC 0.0%
Value ($000) $150 Shares 820 Est. Cost $169.88 Unrealized +5.4%
SAIL SAILPOINT INC 0.0%
Value ($000) $10 Shares 504 Est. Cost $20.93 Unrealized -0.4%
WLKP WESTLAKE CHEM PARTNERS LP 0.0%
Value ($000) $9 Shares 465 Est. Cost $20.99 Unrealized
AM ANTERO MIDSTREAM CORP 0.0%
Value ($000) $10 Shares 556 Est. Cost $17.16 Unrealized +3.5%
METV LISTED FDS TR 0.0%
Value ($000) $9 Shares 500 Est. Cost $17.03 Unrealized
CWB SPDR BARCLAYS CAPITAL CONV SECURITIES ETF 0.0%
Value ($000) $62 Shares 700 Est. Cost $82.66 Unrealized
LRGC AB ACTIVE ETFS INC 0.0%
Value ($000) $85 Shares 1,099 Est. Cost $76.92 Unrealized
HANCOCK JOHN FINL OPPTYS 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $35.98 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.0%
Value ($000) $68 Shares 1,383 Est. Cost $49.84 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $29 Shares 332 Est. Cost $72.30 Unrealized +15.7%
TDAY USA TODAY CO INC 0.0%
Value ($000) $4 Shares 867 Est. Cost $4.02 Unrealized +16.9%
FIDU FIDELITY COVINGTON TRUST 0.0%
Value ($000) $135 Shares 1,631 Est. Cost $81.94 Unrealized
BBAI BIGBEAR AI HLDGS INC 0.0%
Value ($000) $4 Shares 785 Est. Cost $3.61 Unrealized +80.7%
FUTY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $38 Shares 692 Est. Cost $56.47 Unrealized
FIX COMFORT SYS USA INC 0.0%
Value ($000) $7 Shares 8 Est. Cost $677.11 Unrealized +36.3%
BXSL BLACKSTONE SECD LENDING FD 0.0%
Value ($000) $87 Shares 3,300 Est. Cost $28.09 Unrealized -7.1%
BATRK ATLANTA BRAVES HLDGS INC 0.0%
Value ($000) $16 Shares 400 Est. Cost $40.89 Unrealized -3.3%
LAZ LAZARD INC 0.0%
Value ($000) $10 Shares 200 Est. Cost $53.93 Unrealized -7.5%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $38 Shares 1,153 Est. Cost $29.57 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $90 Shares 3,441 Est. Cost $13.19 Unrealized +111.3%
MHO M/I HOMES INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $135.28 Unrealized -2.3%
EFAV ISHARES TR 0.0%
Value ($000) $50 Shares 580 Est. Cost $84.06 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $79 Shares 1,732 Est. Cost $40.67 Unrealized
NKSH NATIONAL BANKSHARES INC VA 0.0%
Value ($000) $7 Shares 200 Est. Cost $28.80 Unrealized +3.6%
BLACKROCK RES & COMMODITIES 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $10.17 Unrealized
CSTM CONSTELLIUM SE 0.0%
Value ($000) $4 Shares 200 Est. Cost $11.23 Unrealized +47.8%
CC CHEMOURS CO 0.0%
Value ($000) $2 Shares 196 Est. Cost $11.13 Unrealized +15.0%
BXMT BLACKSTONE MTG TR INC 0.0%
Value ($000) $20 Shares 1,068 Est. Cost $18.41 Unrealized
OVID OVID THERAPEUTICS INC 0.0%
Value ($000) $4 Shares 2,300 Est. Cost $0.30 Unrealized +411.2%
LAMR LAMAR ADVERTISING CO 0.0%
Value ($000) $23 Shares 181 Est. Cost $122.25 Unrealized
FNDB SCHWAB STRATEGIC TR 0.0%
Value ($000) $24 Shares 900 Est. Cost $23.98 Unrealized
IGIB ISHARES 5-10 YEAR INV GRADE CORP BOND ETF 0.0%
Value ($000) $197 Shares 3,655 Est. Cost $53.29 Unrealized
DLS WISDOMTREE TR 0.0%
Value ($000) $40 Shares 495 Est. Cost $79.51 Unrealized
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $32 Shares 58 Est. Cost $521.89 Unrealized +5.3%
ALLIANCEBERNSTEIN GLOBAL HIG 0.0%
Value ($000) $15 Shares 1,400 Est. Cost $11.21 Unrealized
ABRDN TOTAL DYNAMIC DIVIDEND 0.0%
Value ($000) $24 Shares 2,500 Est. Cost $9.46 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $14 Shares 395 Est. Cost $31.71 Unrealized +7.0%
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value ($000) $27 Shares 2,203 Est. Cost $13.43 Unrealized -8.0%
SVC SERVICE PPTYS TR 0.0%
Value ($000) $1 Shares 800 Est. Cost $2.71 Unrealized
BLACKROCK ENHANCED INTL DIV 0.0%
Value ($000) $31 Shares 5,328 Est. Cost $5.75 Unrealized
NEAR ISHARES U S ETF TR 0.0%
Value ($000) $195 Shares 3,822 Est. Cost $51.28 Unrealized
SDY SPDR SERIES TRUST 0.0%
Value ($000) $107 Shares 770 Est. Cost $135.73 Unrealized
SPSM SPDR SERIES TRUST 0.0%
Value ($000) $49 Shares 1,044 Est. Cost $42.63 Unrealized
TXO TXO PARTNERS LP 0.0%
Value ($000) $2 Shares 200 Est. Cost $14.05 Unrealized
HIW HIGHWOODS PPTYS INC 0.0%
Value ($000) $3 Shares 112 Est. Cost $31.82 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $10 Shares 194 Est. Cost $49.95 Unrealized
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $18.44 Unrealized +44.1%
SPIR SPIRE GLOBAL INC 0.0%
Value ($000) $1 Shares 187 Est. Cost $10.09 Unrealized -3.0%
PAWZ PROSHARES TR 0.0%
Value ($000) $25 Shares 455 Est. Cost $57.93 Unrealized
PRGO PERRIGO CO PLC 0.0%
Value ($000) $1 Shares 75 Est. Cost $24.45 Unrealized -31.8%
SNY SANOFI SA 0.0%
Value ($000) $24 Shares 495 Est. Cost $47.20 Unrealized
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.42 Unrealized +52.8%
VOTE TCW ETF TRUST 0.0%
Value ($000) $25 Shares 314 Est. Cost $72.79 Unrealized
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $10 Shares 3,800 Est. Cost $2.71 Unrealized -6.2%
IYT ISHARES TR 0.0%
Value ($000) $16 Shares 216 Est. Cost $68.61 Unrealized
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $10 Shares 250 Est. Cost $37.32 Unrealized +3.1%
DFIN DONNELLEY FINL SOLUTIONS INC 0.0%
Value ($000) $6 Shares 125 Est. Cost $57.05 Unrealized -15.2%
EATON VANCE TAX ADVT DIV INC 0.0%
Value ($000) $20 Shares 800 Est. Cost $24.45 Unrealized
JMSB JOHN MARSHALL BANCORP INC 0.0%
Value ($000) $67 Shares 3,375 Est. Cost $16.82 Unrealized +17.1%
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $15 Shares 319 Est. Cost $53.62 Unrealized -14.6%
BANR BANNER CORP 0.0%
Value ($000) $13 Shares 200 Est. Cost $64.56 Unrealized -3.3%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $19 Shares 898 Est. Cost $21.17 Unrealized
NUVEEN GLOBAL HIGH INCOME FD 0.0%
Value ($000) $8 Shares 600 Est. Cost $13.52 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $19 Shares 1,468 Est. Cost $11.93 Unrealized
DJT TRUMP MEDIA & TECHNOLOGY GRO 0.0%
Value ($000) $2 Shares 170 Est. Cost $21.75 Unrealized -37.3%
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $11 Shares 600 Est. Cost $17.06 Unrealized
BRO BROWN & BROWN INC 0.0%
Value ($000) $3 Shares 38 Est. Cost $111.89 Unrealized -25.5%
TORTOISE ENERGY INFRSTRCTR C 0.0%
Value ($000) $10 Shares 243 Est. Cost $43.09 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $147 Shares 1,900 Est. Cost $74.94 Unrealized +2.1%
DRVN DRIVEN BRANDS HLDGS INC 0.0%
Value ($000) $6 Shares 400 Est. Cost $17.16 Unrealized -13.3%
TELFY TELEFONICA S A 0.0%
Value ($000) $2 Shares 500 Est. Cost $5.08 Unrealized
SSD SIMPSON MFG INC 0.0%
Value ($000) $14 Shares 85 Est. Cost $178.32 Unrealized -5.4%
WEN WENDYS CO 0.0%
Value ($000) $5 Shares 600 Est. Cost $10.27 Unrealized -16.0%
IEO ISHARES TR 0.0%
Value ($000) $14 Shares 154 Est. Cost $88.84 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value ($000) $9 Shares 75 Est. Cost $99.18 Unrealized +15.2%
SIXG ETF SER SOLUTIONS 0.0%
Value ($000) $15 Shares 229 Est. Cost $52.72 Unrealized
PXF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $7 Shares 113 Est. Cost $57.42 Unrealized
BKGI BNY MELLON ETF TRUST 0.0%
Value ($000) $14 Shares 345 Est. Cost $38.94 Unrealized
BLACKROCK MUNIHLDNGS CALI QL 0.0%
Value ($000) $21 Shares 1,939 Est. Cost $10.35 Unrealized
TOL TOLL BROTHERS INC 0.0%
Value ($000) $22 Shares 164 Est. Cost $114.22 Unrealized +18.9%
OGE OGE ENERGY CORP 0.0%
Value ($000) $6 Shares 132 Est. Cost $44.37 Unrealized +0.5%
IJT ISHARES S&P SMALL CAP 600 GROWTH 0.0%
Value ($000) $193 Shares 1,370 Est. Cost $138.20 Unrealized
TXNM TXNM ENERGY INC 0.0%
Value ($000) $12 Shares 199 Est. Cost $54.45 Unrealized +6.0%
BKEM BNY MELLON ETF TRUST 0.0%
Value ($000) $25 Shares 329 Est. Cost $73.46 Unrealized
EPRT ESSENTIAL PPTYS RLTY TR INC 0.0%
Value ($000) $136 Shares 4,591 Est. Cost $29.76 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $207 Shares 2,801 Est. Cost $74.37 Unrealized
TSLX SIXTH STREET SPECIALTY LENDI 0.0%
Value ($000) $9 Shares 400 Est. Cost $24.05 Unrealized -9.3%
CORNERSTONE STRATEGIC INVEST 0.0%
Value ($000) $46 Shares 5,500 Est. Cost $8.28 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $36 Shares 1,145 Est. Cost $28.65 Unrealized
PALL ABRDN PALLADIUM ETF TRUST 0.0%
Value ($000) $2 Shares 14 Est. Cost $100.64 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $169 Shares 3,587 Est. Cost $46.34 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $138 Shares 1,437 Est. Cost $96.46 Unrealized
LCID LUCID GROUP INC 0.0%
Value ($000) $0 Shares 32 Est. Cost $22.60 Unrealized -29.3%
YYY AMPLIFY ETF TR 0.0%
Value ($000) $16 Shares 1,400 Est. Cost $11.81 Unrealized
JOBY JOBY AVIATION INC 0.0%
Value ($000) $2 Shares 142 Est. Cost $15.19 Unrealized +1.1%
GSIE GOLDMAN SACHS ETF TR 0.0%
Value ($000) $10 Shares 226 Est. Cost $39.66 Unrealized
BOX BOX INC 0.0%
Value ($000) $5 Shares 175 Est. Cost $32.79 Unrealized -4.3%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $4 Shares 160 Est. Cost $33.02 Unrealized -17.5%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $26 Shares 48 Est. Cost $492.21 Unrealized +13.3%
SHLS SHOALS TECHNOLOGIES GROUP IN 0.0%
Value ($000) $3 Shares 365 Est. Cost $4.35 Unrealized +106.7%
BLACKROCK ENHANCED LARGE CAP 0.0%
Value ($000) $25 Shares 1,057 Est. Cost $23.00 Unrealized
REAVES UTIL INCOME FD 0.0%
Value ($000) $5 Shares 126 Est. Cost $36.18 Unrealized
PFS PROVIDENT FINL SVCS INC 0.0%
Value ($000) $16 Shares 810 Est. Cost $15.90 Unrealized +19.6%
ISCV ISHARES TR 0.0%
Value ($000) $14 Shares 204 Est. Cost $61.39 Unrealized
ESQ ESQUIRE FINL HLDGS INC 0.0%
Value ($000) $205 Shares 2,011 Est. Cost $85.81 Unrealized +17.8%
DBO INVESCO DB MULTI-SECTOR COMM 0.0%
Value ($000) $4 Shares 300 Est. Cost $13.22 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $18 Shares 1,550 Est. Cost $10.92 Unrealized
IBTM ISHARES TR 0.0%
Value ($000) $155 Shares 6,729 Est. Cost $23.13 Unrealized
NWN NORTHWEST NAT HLDG CO 0.0%
Value ($000) $9 Shares 200 Est. Cost $41.46 Unrealized +12.5%
POWR ISHARES INC 0.0%
Value ($000) $5 Shares 230 Est. Cost $23.72 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $30 Shares 772 Est. Cost $37.44 Unrealized +3.8%
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $47 Shares 300 Est. Cost $141.69 Unrealized
FMAT FIDELITY COVINGTON TRUST 0.0%
Value ($000) $28 Shares 519 Est. Cost $52.43 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $56.21 Unrealized +4.5%
BLACKROCK MUNIYIELD FD INC 0.0%
Value ($000) $52 Shares 5,000 Est. Cost $10.04 Unrealized
VDC VANGUARD CONSUMER STAPLE ETF 0.0%
Value ($000) $30 Shares 140 Est. Cost $219.00 Unrealized
OCFC OCEANFIRST FINL CORP 0.0%
Value ($000) $16 Shares 900 Est. Cost $16.05 Unrealized +14.8%
IVA INVENTIVA SA 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.19 Unrealized
BLD TOPBUILD CORP 0.0%
Value ($000) $5 Shares 13 Est. Cost $296.64 Unrealized +44.5%
IBTL ISHARES TR 0.0%
Value ($000) $156 Shares 7,585 Est. Cost $20.57 Unrealized
EFC ELLINGTON FINANCIAL INC 0.0%
Value ($000) $8 Shares 565 Est. Cost $12.98 Unrealized
IFRA ISHARES TR 0.0%
Value ($000) $89 Shares 1,688 Est. Cost $49.19 Unrealized
RC READY CAPITAL CORP 0.0%
Value ($000) $0 Shares 200 Est. Cost $3.87 Unrealized
ROYCE GLOBAL TRUST INC 0.0%
Value ($000) $28 Shares 2,100 Est. Cost $12.95 Unrealized
VNM VANECK ETF TRUST 0.0%
Value ($000) $5 Shares 261 Est. Cost $13.73 Unrealized
RUN SUNRUN INC 0.0%
Value ($000) $6 Shares 300 Est. Cost $13.39 Unrealized +43.2%
VIS VANGUARD WORLD FD 0.0%
Value ($000) $43 Shares 143 Est. Cost $281.03 Unrealized
FINX GLOBAL X FDS 0.0%
Value ($000) $2 Shares 81 Est. Cost $34.04 Unrealized
IGV ISHARES TR 0.0%
Value ($000) $4 Shares 35 Est. Cost $109.54 Unrealized
ICSH ISHARES TR 0.0%
Value ($000) $97 Shares 1,910 Est. Cost $50.75 Unrealized
QQQJ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $11 Shares 305 Est. Cost $31.98 Unrealized
TRMK TRUSTMARK CORPORATION 0.0%
Value ($000) $19 Shares 494 Est. Cost $33.66 Unrealized +15.2%
BUZZ VANECK ETF TRUST 0.0%
Value ($000) $3 Shares 91 Est. Cost $30.33 Unrealized
NEUBERGER BERMAN ENERGY INFRA & INCOME FUND 0.0%
Value ($000) $12 Shares 1,430 Est. Cost $9.00 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $3 Shares 29 Est. Cost $107.22 Unrealized -4.1%
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value ($000) $25 Shares 568 Est. Cost $43.92 Unrealized
ZG ZILLOW GROUP INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $78.72 Unrealized -10.7%
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $37 Shares 2,773 Est. Cost $13.04 Unrealized
IBTG ISHARES TR 0.0%
Value ($000) $93 Shares 4,078 Est. Cost $22.95 Unrealized
FMDE FIDELITY COVINGTON TRUST 0.0%
Value ($000) $47 Shares 1,280 Est. Cost $34.41 Unrealized
CUT INVESCO EXCHNG TRADED FD TR II 0.0%
Value ($000) $17 Shares 600 Est. Cost $30.07 Unrealized
NATL NCR ATLEOS CORPORATION 0.0%
Value ($000) $9 Shares 240 Est. Cost $28.61 Unrealized +31.1%
WU WESTERN UN CO 0.0%
Value ($000) $2 Shares 213 Est. Cost $8.42 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $54 Shares 600 Est. Cost $83.74 Unrealized
CZNC CITIZENS & NORTHN CORP 0.0%
Value ($000) $16 Shares 782 Est. Cost $18.07 Unrealized +8.4%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $102 Shares 1,311 Est. Cost $77.34 Unrealized
MLKN MILLERKNOLL INC 0.0%
Value ($000) $9 Shares 500 Est. Cost $19.88 Unrealized -18.6%
FEX FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $18 Shares 150 Est. Cost $109.96 Unrealized
BLACKROCK TECH AND PRIVATE E 0.0%
Value ($000) $16 Shares 2,447 Est. Cost $6.70 Unrealized
FLR FLUOR CORP NEW 0.0%
Value ($000) $4 Shares 110 Est. Cost $42.95 Unrealized +3.0%
CNRG SPDR SERIES TRUST 0.0%
Value ($000) $4 Shares 50 Est. Cost $59.44 Unrealized
SABA CAPITAL INCOME & OPPORT 0.0%
Value ($000) $2 Shares 300 Est. Cost $9.19 Unrealized
FDLO FIDELITY COVINGTON TRUST 0.0%
Value ($000) $19 Shares 291 Est. Cost $62.80 Unrealized
BLND BLEND LABS INC 0.0%
Value ($000) $1 Shares 415 Est. Cost $3.39 Unrealized -5.9%
ASIX ADVANSIX INC 0.0%
Value ($000) $2 Shares 121 Est. Cost $22.15 Unrealized -21.6%
BBDC BARINGS BDC INC 0.0%
Value ($000) $6 Shares 600 Est. Cost $8.94 Unrealized -2.9%
UMAC UNUSUAL MACHS INC 0.0%
Value ($000) $1 Shares 106 Est. Cost $6.30 Unrealized +86.1%
APA APA CORPORATION 0.0%
Value ($000) $34 Shares 1,390 Est. Cost $20.82 Unrealized +15.9%
IBTK ISHARES TR 0.0%
Value ($000) $165 Shares 8,334 Est. Cost $19.87 Unrealized
SERV SERVE ROBOTICS INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.96 Unrealized +9.5%
AES AES CORP 0.0%
Value ($000) $3 Shares 200 Est. Cost $10.37 Unrealized +35.4%
ABRDN INCOME CREDIT STRATEGI 0.0%
Value ($000) $3 Shares 600 Est. Cost $5.80 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.89 Unrealized +18.0%
CENTRAL SECS CORP 0.0%
Value ($000) $17 Shares 345 Est. Cost $47.86 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $10 Shares 129 Est. Cost $71.26 Unrealized
IAUM ISHARES GOLD TR 0.0%
Value ($000) $2 Shares 50 Est. Cost $33.00 Unrealized
MGTX MEIRAGTX HLDGS PLC 0.0%
Value ($000) $6 Shares 800 Est. Cost $5.90 Unrealized +40.8%
FWONA LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $3 Shares 38 Est. Cost $95.21 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.33 Unrealized +13.0%
FNX FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $49 Shares 387 Est. Cost $114.85 Unrealized
PJP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2 Shares 17 Est. Cost $81.24 Unrealized
HGTY HAGERTY INC 0.0%
Value ($000) $2 Shares 150 Est. Cost $9.32 Unrealized +33.9%
NUBD NUSHARES ETF TR 0.0%
Value ($000) $47 Shares 2,090 Est. Cost $22.46 Unrealized
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $255.23 Unrealized +17.8%
RWR SPDR SERIES TRUST 0.0%
Value ($000) $10 Shares 99 Est. Cost $96.44 Unrealized
EEMA ISHARES INC 0.0%
Value ($000) $8 Shares 90 Est. Cost $82.56 Unrealized
IBTH ISHARES TR 0.0%
Value ($000) $91 Shares 4,029 Est. Cost $22.52 Unrealized
AMX AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $12 Shares 600 Est. Cost $21.00 Unrealized
QRVO QORVO INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $89.04 Unrealized -0.9%
ANGX ANGEL STUDIOS INC 0.0%
Value ($000) $1 Shares 170 Est. Cost $7.96 Unrealized -25.6%
CIM CHIMERA INVT CORP 0.0%
Value ($000) $3 Shares 268 Est. Cost $13.38 Unrealized
PIMCO MUN INCOME FD II 0.0%
Value ($000) $4 Shares 504 Est. Cost $7.45 Unrealized
REFI CHICAGO ATLANTIC REAL ESTATE 0.0%
Value ($000) $4 Shares 352 Est. Cost $12.79 Unrealized
NUVEEN MULTI ASSET INCOME FU 0.0%
Value ($000) $40 Shares 3,051 Est. Cost $12.98 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $41 Shares 812 Est. Cost $51.08 Unrealized
IBRX IMMUNITYBIO INC 0.0%
Value ($000) $1 Shares 382 Est. Cost $2.69 Unrealized -15.7%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $38 Shares 2,017 Est. Cost $19.17 Unrealized -5.9%
ABRDN WORLD HEALTHCARE FUND 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $12.60 Unrealized
PSTL POSTAL REALTY TRUST INC 0.0%
Value ($000) $6 Shares 400 Est. Cost $15.69 Unrealized
AGEN AGENUS INC 0.0%
Value ($000) $1 Shares 250 Est. Cost $3.46 Unrealized +15.0%
IXP ISHARES TR 0.0%
Value ($000) $9 Shares 75 Est. Cost $123.59 Unrealized
BTG B2GOLD CORP 0.0%
Value ($000) $2 Shares 400 Est. Cost $3.93 Unrealized +18.5%
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $10 Shares 100 Est. Cost $90.17 Unrealized
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $145.48 Unrealized -38.3%
SHV ISHARES SHORT TREASURY BOND ETF 0.0%
Value ($000) $56 Shares 510 Est. Cost $110.42 Unrealized
EZU ISHARES INC 0.0%
Value ($000) $5 Shares 80 Est. Cost $59.45 Unrealized
CLEARBRIDGE ENERGY MIDSTREAM 0.0%
Value ($000) $28 Shares 629 Est. Cost $44.92 Unrealized
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $74.27 Unrealized -12.7%
RMR RMR GROUP INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.67 Unrealized -6.4%
RCAT RED CAT HLDGS INC 0.0%
Value ($000) $1 Shares 66 Est. Cost $6.53 Unrealized +46.6%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $17 Shares 13 Est. Cost $1364.80 Unrealized -4.0%
HCKT HACKETT GROUP INC 0.0%
Value ($000) $5 Shares 245 Est. Cost $25.46 Unrealized -25.5%
FJP FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $5 Shares 75 Est. Cost $59.97 Unrealized
FSK FS KKR CAP CORP 0.0%
Value ($000) $19 Shares 1,256 Est. Cost $18.13 Unrealized -18.9%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $133 Shares 1,050 Est. Cost $128.28 Unrealized -2.7%
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $169.27 Unrealized +85.7%
GOVT ISHARES TR 0.0%
Value ($000) $41 Shares 1,776 Est. Cost $22.98 Unrealized
BKAG BNY MELLON ETF TRUST 0.0%
Value ($000) $28 Shares 669 Est. Cost $42.60 Unrealized
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $9 Shares 290 Est. Cost $27.67 Unrealized
OCSL OAKTREE SPECIALTY LENDING 0.0%
Value ($000) $6 Shares 456 Est. Cost $13.77 Unrealized -3.0%
ATR APTARGROUP INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $149.33 Unrealized -17.7%
PCOR PROCORE TECHNOLOGIES INC 0.0%
Value ($000) $57 Shares 778 Est. Cost $69.82 Unrealized +5.9%
NUVEEN NEW YORK AMT QLT MUNI 0.0%
Value ($000) $13 Shares 1,256 Est. Cost $10.20 Unrealized
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $33 Shares 1,960 Est. Cost $12.88 Unrealized +34.8%
BMVP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $36 Shares 729 Est. Cost $48.36 Unrealized
FENY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $66 Shares 2,657 Est. Cost $24.67 Unrealized
CRNC CERENCE INC 0.0%
Value ($000) $1 Shares 75 Est. Cost $10.25 Unrealized +7.2%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $13 Shares 254 Est. Cost $55.50 Unrealized -16.7%
CLH CLEAN HARBORS INC 0.0%
Value ($000) $14 Shares 58 Est. Cost $236.75 Unrealized -3.5%
SGOL ETFS GOLD TR 0.0%
Value ($000) $1 Shares 30 Est. Cost $31.57 Unrealized
FBCV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $3 Shares 80 Est. Cost $32.75 Unrealized
SHY ISHARES 1-3 YR TREASURY BOND ETF 0.0%
Value ($000) $75 Shares 908 Est. Cost $82.86 Unrealized
LEA LEAR CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $86.13 Unrealized +23.4%
SMHX VANECK ETF TRUST 0.0%
Value ($000) $19 Shares 500 Est. Cost $31.33 Unrealized
PXH INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $8 Shares 312 Est. Cost $23.39 Unrealized
CRON CRONOS GROUP INC 0.0%
Value ($000) $2 Shares 800 Est. Cost $1.90 Unrealized +36.5%
NI NISOURCE INC 0.0%
Value ($000) $3 Shares 78 Est. Cost $38.61 Unrealized +10.4%
USIG ISHARES TR 0.0%
Value ($000) $14 Shares 265 Est. Cost $51.44 Unrealized
NTNX NUTANIX INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $71.98 Unrealized -15.1%
NWL NEWELL BRANDS INC 0.0%
Value ($000) $0 Shares 73 Est. Cost $5.09 Unrealized -21.7%
IMCG ISHARES TR 0.0%
Value ($000) $3 Shares 38 Est. Cost $80.23 Unrealized
GABELLI GLOBAL SMALL & MID C 0.0%
Value ($000) $3 Shares 200 Est. Cost $14.45 Unrealized
XAR SPDR SERIES TRUST 0.0%
Value ($000) $4 Shares 17 Est. Cost $210.94 Unrealized
CF CF INDS HLDGS INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $88.36 Unrealized -7.3%
CCAP CRESCENT CAP BDC INC 0.0%
Value ($000) $7 Shares 500 Est. Cost $14.11 Unrealized -2.1%
AMRZ AMRIZE LTD 0.0%
Value ($000) $1 Shares 19 Est. Cost $50.99 Unrealized +0.1%
WRD WERIDE INC 0.0%
Value ($000) $1 Shares 85 Est. Cost $7.88 Unrealized
DGS WISDOMTREE TR 0.0%
Value ($000) $42 Shares 730 Est. Cost $57.10 Unrealized
SGMO SANGAMO THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $0.59 Unrealized -10.7%
LAZARD GLOBAL TOTAL RETURN & 0.0%
Value ($000) $13 Shares 725 Est. Cost $16.80 Unrealized
BIL SPDR SERIES TRUST 0.0%
Value ($000) $25 Shares 272 Est. Cost $91.74 Unrealized
CITY OFFICE REIT INC 0.0%
Value ($000) $23 Shares 3,332 Est. Cost $6.96 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $1 Shares 17 Est. Cost $67.84 Unrealized -5.1%
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $3 Shares 30 Est. Cost $60.98 Unrealized +69.9%
CFFN CAPITOL FED FINL INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.38 Unrealized +18.2%
PAVE GLOBAL X FDS 0.0%
Value ($000) $27 Shares 572 Est. Cost $43.61 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $69 Shares 870 Est. Cost $78.82 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $11 Shares 164 Est. Cost $75.81 Unrealized -13.4%
ROYCE MICRO-CAP TR INC 0.0%
Value ($000) $22 Shares 2,096 Est. Cost $9.25 Unrealized
CZR CAESARS ENTERTAINMENT INC NE 0.0%
Value ($000) $1 Shares 23 Est. Cost $27.18 Unrealized -17.3%
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $6 Shares 748 Est. Cost $8.20 Unrealized
FBCG FIDELITY COVINGTON TRUST 0.0%
Value ($000) $4 Shares 68 Est. Cost $48.25 Unrealized
THO THOR INDUSTRIES 0.0%
Value ($000) $8 Shares 80 Est. Cost $77.74 Unrealized +32.9%
NNVC NANOVIRICIDES INC 0.0%
Value ($000) $0 Shares 265 Est. Cost $1.37 Unrealized +2.8%
SOXL DIREXION SHS ETF TR 0.0%
Value ($000) $0 Shares 10 Est. Cost $34.90 Unrealized
RCI ROGERS COMMUNICATIONS INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $26.20 Unrealized +43.0%
EWJ ISHARES INC 0.0%
Value ($000) $11 Shares 136 Est. Cost $74.98 Unrealized
CARE CARTER BANKSHARES INC 0.0%
Value ($000) $5 Shares 268 Est. Cost $18.65 Unrealized -0.1%
ADAM NAT RES FD INC 0.0%
Value ($000) $7 Shares 300 Est. Cost $21.52 Unrealized
PRSU PURSUIT ATTRACTIONS AND HOSPITALITY, INC. 0.0%
Value ($000) $1 Shares 25 Est. Cost $29.50 Unrealized +18.4%
NUVEEN MUN VALUE FD INC 0.0%
Value ($000) $7 Shares 750 Est. Cost $8.69 Unrealized
WESTERN AST INFL LKD OPP & I 0.0%
Value ($000) $2 Shares 200 Est. Cost $8.76 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $16 Shares 350 Est. Cost $46.23 Unrealized
ELFY ALPS ETF TR 0.0%
Value ($000) $4 Shares 100 Est. Cost $35.80 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $30 Shares 580 Est. Cost $50.92 Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $1 Shares 57 Est. Cost $14.20 Unrealized -3.2%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value ($000) $12 Shares 726 Est. Cost $15.94 Unrealized
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value ($000) $0 Shares 3 Est. Cost $114.50 Unrealized +5.3%
BKCI BNY MELLON ETF TRUST 0.0%
Value ($000) $67 Shares 1,297 Est. Cost $51.53 Unrealized
TTMI TTM TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $46.47 Unrealized +40.4%
QTEC FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $20 Shares 89 Est. Cost $229.61 Unrealized
SPHERE 3D CORP NEW 0.0%
Value ($000) $0 Shares 122 Est. Cost $0.59 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $23.75 Unrealized +3.5%
IBTJ ISHARES TR 0.0%
Value ($000) $112 Shares 5,119 Est. Cost $21.96 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value ($000) $8 Shares 200 Est. Cost $38.22 Unrealized
CMBT CMB.TECH NV 0.0%
Value ($000) $2 Shares 190 Est. Cost $9.16 Unrealized +6.2%
HYLB DBX ETF TR 0.0%
Value ($000) $23 Shares 637 Est. Cost $36.90 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $110.47 Unrealized
GRNY TIDAL TRUST I 0.0%
Value ($000) $5 Shares 200 Est. Cost $24.99 Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $5 Shares 53 Est. Cost $86.08 Unrealized
SPMB SPDR PORTFOLIO MORTGAGE BACKED 0.0%
Value ($000) $39 Shares 1,744 Est. Cost $22.10 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $31 Shares 260 Est. Cost $119.43 Unrealized
EEMV ISHARES INC 0.0%
Value ($000) $13 Shares 199 Est. Cost $62.80 Unrealized
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $9 Shares 256 Est. Cost $33.29 Unrealized +1.6%
BLACKROCK MUNIHOLDINGS QUALI 0.0%
Value ($000) $12 Shares 1,200 Est. Cost $10.06 Unrealized
MORGAN STANLEY EMERGING MKTS 0.0%
Value ($000) $4 Shares 700 Est. Cost $6.03 Unrealized
CARS CARS COM INC 0.0%
Value ($000) $21 Shares 1,710 Est. Cost $12.83 Unrealized -9.4%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $3.88 Unrealized +112.4%
ACI ALBERTSONS COS INC 0.0%
Value ($000) $2 Shares 102 Est. Cost $21.20 Unrealized -16.8%
CE CELANESE CORP DEL 0.0%
Value ($000) $7 Shares 170 Est. Cost $49.73 Unrealized -18.0%
SPTS SPDR SERIES TRUST 0.0%
Value ($000) $22 Shares 736 Est. Cost $29.32 Unrealized
PROP PRAIRIE OPER CO 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.85 Unrealized -36.1%
USFR WISDOMTREE TR 0.0%
Value ($000) $30 Shares 595 Est. Cost $50.27 Unrealized
AMRN AMARIN CORP PLC 0.0%
Value ($000) $0 Shares 12 Est. Cost $16.25 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $82 Shares 716 Est. Cost $112.71 Unrealized
SSSS SURO CAPITAL CORP 0.0%
Value ($000) $1 Shares 59 Est. Cost $8.67 Unrealized +8.6%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $1 Shares 72 Est. Cost $11.13 Unrealized
CLOV CLOVER HEALTH INVESTMENTS CO 0.0%
Value ($000) $0 Shares 35 Est. Cost $3.29 Unrealized -16.9%
ADNT ADIENT PLC 0.0%
Value ($000) $0 Shares 5 Est. Cost $23.36 Unrealized -9.9%
USAI PACER FDS TR 0.0%
Value ($000) $1 Shares 21 Est. Cost $41.44 Unrealized
BYD BOYD GAMING CORP 0.0%
Value ($000) $2 Shares 23 Est. Cost $70.97 Unrealized +15.9%
OS ONESTREAM INC 0.0%
Value ($000) $8 Shares 450 Est. Cost $21.95 Unrealized -13.2%
UIS UNISYS CORP 0.0%
Value ($000) $0 Shares 20 Est. Cost $4.05 Unrealized -23.0%
IBTI ISHARES TR 0.0%
Value ($000) $24 Shares 1,095 Est. Cost $22.39 Unrealized
BLACKROCK ENERGY & RES TR 0.0%
Value ($000) $9 Shares 700 Est. Cost $13.57 Unrealized
EIS ISHARES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $100.50 Unrealized
BNED BARNES & NOBLE ED INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $10.67 Unrealized -17.3%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost $10.89 Unrealized +19.9%
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $8.21 Unrealized +67.6%
ALGM ALLEGRO MICROSYSTEMS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $24.91 Unrealized +10.5%
LAND GLADSTONE LD CORP 0.0%
Value ($000) $12 Shares 1,300 Est. Cost $9.80 Unrealized
TDV PROSHARES TR 0.0%
Value ($000) $14 Shares 164 Est. Cost $86.51 Unrealized
MAT MATTEL INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $17.80 Unrealized +8.5%
JBLU JETBLUE AWYS CORP 0.0%
Value ($000) $0 Shares 33 Est. Cost $4.48 Unrealized +1.8%
BTDR BITDEER TECHNOLOGIES GROUP 0.0%
Value ($000) $0 Shares 2 Est. Cost $14.04 Unrealized +14.8%
DIVO AMPLIFY ETF TR 0.0%
Value ($000) $7 Shares 162 Est. Cost $44.57 Unrealized
VCR VANGUARD WORLD FD 0.0%
Value ($000) $3 Shares 7 Est. Cost $367.71 Unrealized
RIOT RIOT PLATFORMS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $13.85 Unrealized +23.5%
BLACKROCK MUNIHOLDINGS FD IN 0.0%
Value ($000) $10 Shares 823 Est. Cost $11.20 Unrealized
CMTL COMTECH TELECOMMUNICATIONS C 0.0%
Value ($000) $0 Shares 3 Est. Cost $1.80 Unrealized +81.3%
TFI SPDR SERIES TRUST 0.0%
Value ($000) $2 Shares 52 Est. Cost $45.58 Unrealized
CPRX CATALYST PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $23.61 Unrealized -5.6%
BNTX BIONTECH SE 0.0%
Value ($000) $0 Shares 2 Est. Cost $106.50 Unrealized
TOV EA SERIES TRUST 0.0%
Value ($000) $0 Shares 12 Est. Cost $27.17 Unrealized
HIVE HIVE DIGITAL TECHNOLOGIES LT 0.0%
Value ($000) $0 Shares 5 Est. Cost $2.69 Unrealized +56.9%
IVR INVESCO MORTGAGE CAPITAL INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $7.57 Unrealized
LUNG PULMONX CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $3.94 Unrealized -52.3%
HQY HEALTHEQUITY INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $94.79 Unrealized +1.0%
IUS INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $0 Shares 3 Est. Cost $51.67 Unrealized
VIOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $85.87 Unrealized
FNDC SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 119 Est. Cost $42.05 Unrealized
NXDR NEXTDOOR HOLDINGS INC 0.0%
Value ($000) $1 Shares 500 Est. Cost $1.51 Unrealized +29.9%
AIQ GLOBAL X FDS 0.0%
Value ($000) $0 Shares 4 Est. Cost $43.75 Unrealized
IYE ISHARES TR 0.0%
Value ($000) $16 Shares 340 Est. Cost $45.22 Unrealized
CTEC GLOBAL X FDS 0.0%
Value ($000) $0 Shares 1 Est. Cost $51.00 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $4 Shares 40 Est. Cost $93.90 Unrealized
PACB PACIFIC BIOSCIENCES CALIF IN 0.0%
Value ($000) $0 Shares 5 Est. Cost $1.15 Unrealized +66.4%
SPCE VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $3.06 Unrealized +23.0%
BMBL BUMBLE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $5.05 Unrealized -12.3%
GENI GENIUS SPORTS LIMITED 0.0%
Value ($000) $0 Shares 2 Est. Cost $11.96 Unrealized -8.8%
NNDM NANO DIMENSION LTD 0.0%
Value ($000) $0 Shares 100 Est. Cost $1.62 Unrealized
MBOT MICROBOT MED INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $3.12 Unrealized -24.0%
PAY PAYMENTUS HOLDINGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $33.47 Unrealized -2.6%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $29.98 Unrealized +8.2%
FSMD FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1 Shares 12 Est. Cost $41.50 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $206 Shares 4,392 Est. Cost $42.74 Unrealized
INO INOVIO PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.91 Unrealized +15.0%