PRIVATE TRUST CO NA Diversified Active

CIK: 0001277557 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Jan 26, 2026

Total Value ($000): $1,141,238 (100.0% shares, 0.0% debt)

Holdings (2,546)

New Positions (147)

Little Anita's Mexican Food, Inc. 0.2%
Value ($000) $1,782 Shares 1 Est. Cost $1782454.00 Unrealized
HEGD Listed Funds Tr/Swan Hedged Equity 0.1%
Value ($000) $1,239 Shares 49,153 Est. Cost $25.21 Unrealized
SETM Sprott Funds Tr/sprott Critical Mat 0.1%
Value ($000) $1,035 Shares 35,735 Est. Cost $28.95 Unrealized
LAKK LLC 0.1%
Value ($000) $740 Shares 1 Est. Cost $740000.00 Unrealized
Dale Distribution Center LLC 0.1%
Value ($000) $713 Shares 1 Est. Cost $712500.00 Unrealized
110 Rio Bravo LLC 0.1%
Value ($000) $700 Shares 1 Est. Cost $700000.00 Unrealized
CLOZ S Portfolios Tr/Panagram Bbb-b Clo 0.0%
Value ($000) $425 Shares 16,051 Est. Cost $26.48 Unrealized
CLOX S Portfolios Tr/panagram AAA Clo Etf 0.0%
Value ($000) $377 Shares 14,775 Est. Cost $25.51 Unrealized
KSPY Kraneshares Tr/Hedgeye Hedged Equit 0.0%
Value ($000) $313 Shares 11,406 Est. Cost $27.45 Unrealized
Lytical Ventures CI Graylog SPV, LLC 0.0%
Value ($000) $300 Shares 300,000 Est. Cost $1.00 Unrealized
Abbett Trust Farms LLC 0.0%
Value ($000) $290 Shares 1 Est. Cost $290000.00 Unrealized
Peoria Rental 0.0%
Value ($000) $270 Shares 1 Est. Cost $270000.00 Unrealized
BDYN Blackrock Etf T/Dynamic Equity Active 0.0%
Value ($000) $240 Shares 9,361 Est. Cost $25.61 Unrealized
DFIC Dimensional Etf/dimensional Intl Co 0.0%
Value ($000) $230 Shares 6,687 Est. Cost $34.46 Unrealized
BDVL Blackrock Etf T/Disciplined Volatility 0.0%
Value ($000) $230 Shares 9,266 Est. Cost $24.81 Unrealized
FNB F N B Corp 0.0%
Value ($000) $205 Shares 11,992 Est. Cost $16.27 Unrealized 0.0%
SLX VanEck Vectors Steel ETF 0.0%
Value ($000) $190 Shares 2,244 Est. Cost $84.86 Unrealized
RKT Rocket Companies Inc. Cl A 0.0%
Value ($000) $189 Shares 9,772 Est. Cost $17.88 Unrealized 0.0%
QLTY 2023 Etf S Tr I/GMO US Qlty Etf 0.0%
Value ($000) $154 Shares 4,000 Est. Cost $38.46 Unrealized
AMG PANTHEON FUND, LLC - M101 0.0%
Value ($000) $150 Shares 5,272 Est. Cost $28.41 Unrealized
AMG PANTHEON FUND, LLC - V101 0.0%
Value ($000) $150 Shares 5,272 Est. Cost $28.41 Unrealized
SYSB Blackrock Institutional Trust Company N.A. 0.0%
Value ($000) $148 Shares 1,646 Est. Cost $89.76 Unrealized
CNEQ Alger Etf Tr/Concentrated Equity Etf 0.0%
Value ($000) $138 Shares 4,000 Est. Cost $34.38 Unrealized
MLN Vaneck Etf Tr/amt-free Long Mun I 0.0%
Value ($000) $129 Shares 7,340 Est. Cost $17.53 Unrealized
INMU Blackrock Etf T/Inter Muni In Bd Et 0.0%
Value ($000) $116 Shares 4,838 Est. Cost $24.04 Unrealized
LEMB Blackrock Institutional Trust Company N.a. 0.0%
Value ($000) $116 Shares 2,787 Est. Cost $41.57 Unrealized
HBDC Tidal Tr Ii/Hilton Bdc Corp Bd Etf 0.0%
Value ($000) $106 Shares 4,231 Est. Cost $25.15 Unrealized
BSCU Invesco Exchange-traded Self-indexed Fund Tru 0.0%
Value ($000) $105 Shares 6,185 Est. Cost $16.92 Unrealized
GOLY Strategy Shs/Gold Enhanced Yield 0.0%
Value ($000) $95 Shares 2,724 Est. Cost $34.95 Unrealized
AT&T Computershare acct:C1006785898 0.0%
Value ($000) $86 Shares 2,966 Est. Cost $28.92 Unrealized
DFCF Dimensional Etf/Core Fxd In Etf 0.0%
Value ($000) $66 Shares 1,550 Est. Cost $42.56 Unrealized
EMEQ Macquarie Etf T/Focused Emerging Mk 0.0%
Value ($000) $61 Shares 1,515 Est. Cost $40.20 Unrealized
UDIV Franklin Templeton Global Divid Etf 0.0%
Value ($000) $54 Shares 1,018 Est. Cost $53.15 Unrealized
Batop LLC Equipment 0.0%
Value ($000) $51 Shares 1 Est. Cost $50614.00 Unrealized
CGSM Capital Group Fixed Income Etf Trust 0.0%
Value ($000) $50 Shares 1,900 Est. Cost $26.34 Unrealized
BSMR Invesco Exch Trd Slf Idx Fd Tr Bulshs 2027 Mu 0.0%
Value ($000) $50 Shares 2,113 Est. Cost $23.67 Unrealized
Silver Star Properties REIT, Inc 0.0%
Value ($000) $50 Shares 24,770 Est. Cost $2.01 Unrealized
UAE Blackrock Institutional Trust Company N.a. 0.0%
Value ($000) $49 Shares 2,545 Est. Cost $19.12 Unrealized
VTEI Vanguard Mun Bd/Inter Tax Exempt Bd Etf 0.0%
Value ($000) $40 Shares 401 Est. Cost $100.84 Unrealized
IDEQ Lazard Active Etf/UIntl Dynamic Equity 0.0%
Value ($000) $40 Shares 1,304 Est. Cost $30.35 Unrealized
TTEQ T. Rowe Price Exchange Traded Funds Inc 0.0%
Value ($000) $39 Shares 1,192 Est. Cost $32.52 Unrealized
Greenbacker Renewable Energy CL A 0.0%
Value ($000) $38 Shares 5,136 Est. Cost $7.49 Unrealized
KTB Kontoor Brands II 0.0%
Value ($000) $31 Shares 500 Est. Cost $74.23 Unrealized 0.0%
CDX Simplify Exchane/Simplify High Yield 0.0%
Value ($000) $30 Shares 1,353 Est. Cost $22.27 Unrealized
QCLN First Trust Nasdaq Clean Green Energy 0.0%
Value ($000) $29 Shares 644 Est. Cost $44.59 Unrealized
FNV Franco-nevada Corporation 0.0%
Value ($000) $29 Shares 138 Est. Cost $202.79 Unrealized 0.0%
CENX Century Aluminum Co. 0.0%
Value ($000) $28 Shares 720 Est. Cost $31.24 Unrealized 0.0%
AOR Ishares Core Growth Allocation ETF 0.0%
Value ($000) $27 Shares 411 Est. Cost $65.01 Unrealized
NOCT Innovator Etfs /Growth 100 Pwr Buffer E 0.0%
Value ($000) $25 Shares 440 Est. Cost $57.92 Unrealized
BOCT Innovator Etfs /US Equity Buffer E 0.0%
Value ($000) $25 Shares 515 Est. Cost $49.43 Unrealized
TLTD FlexShares Morningstar Dev Markets ETF 0.0%
Value ($000) $24 Shares 258 Est. Cost $92.73 Unrealized
IBND SPDR Bloomberg Barclays Intl Corp Bd ETF 0.0%
Value ($000) $22 Shares 693 Est. Cost $32.11 Unrealized
ICOP Ishares Tr/Copper & Metals Mng Etf 0.0%
Value ($000) $22 Shares 500 Est. Cost $44.31 Unrealized
LRGF iShares Edge MSCI Multifactor USA ETF 0.0%
Value ($000) $21 Shares 300 Est. Cost $69.43 Unrealized
GEF Greif Inc. 0.0%
Value ($000) $21 Shares 305 Est. Cost $62.20 Unrealized 0.0%
MISL 1st Tr Exchange/Indxx Aerospace & D 0.0%
Value ($000) $21 Shares 480 Est. Cost $42.79 Unrealized
NBSD Neuberger Berma/Short Duration In E 0.0%
Value ($000) $20 Shares 400 Est. Cost $51.19 Unrealized
SOUN Soundhound Ai I/sh Cl A 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $14.39 Unrealized 0.0%
IXJ IShares Tr S&P Global Healthcare 0.0%
Value ($000) $20 Shares 202 Est. Cost $97.40 Unrealized
FLHY Franklin Templeton/High Yield Corporate 0.0%
Value ($000) $19 Shares 768 Est. Cost $24.42 Unrealized
LBRT Liberty Oilfield Servuces Inc 0.0%
Value ($000) $19 Shares 1,005 Est. Cost $16.71 Unrealized 0.0%
Venus Telephone Company 0.0%
Value ($000) $18 Shares 1 Est. Cost $18473.00 Unrealized
SCHQ Schwab Strategi/long-term US T Etf 0.0%
Value ($000) $18 Shares 573 Est. Cost $31.70 Unrealized
PLOW Douglas Dynamic/Sh 0.0%
Value ($000) $18 Shares 555 Est. Cost $31.63 Unrealized 0.0%
COLD Americold Realty Trust 0.0%
Value ($000) $17 Shares 1,340 Est. Cost $12.86 Unrealized
IYZ IShares Dow Jones US Telecom 0.0%
Value ($000) $17 Shares 500 Est. Cost $33.90 Unrealized
TDI Touchstone Etf /Dynamic Intl Etf 0.0%
Value ($000) $16 Shares 422 Est. Cost $38.68 Unrealized
TSEM Towers Semiconductor LTD 0.0%
Value ($000) $15 Shares 132 Est. Cost $96.32 Unrealized 0.0%
ELPC Cia Paranaense De Energia Copel 0.0%
Value ($000) $15 Shares 1,550 Est. Cost $9.51 Unrealized
FRTY Alger Etf Tr/Mid Cap 40 Etf 0.0%
Value ($000) $14 Shares 685 Est. Cost $21.05 Unrealized
FDRR Fidelity Dividend ETF for Rising Rates 0.0%
Value ($000) $14 Shares 232 Est. Cost $61.02 Unrealized
SIG Signet Jewelers Limited 0.0%
Value ($000) $14 Shares 167 Est. Cost $94.99 Unrealized 0.0%
EVIM Morgan Stanley /Eaton Vance Inter M 0.0%
Value ($000) $13 Shares 250 Est. Cost $53.07 Unrealized
Warner Bros Submitted For Tender Discovery 0.0%
Value ($000) $12 Shares 408 Est. Cost $28.75 Unrealized
UFPT UFP Technologies Inc. 0.0%
Value ($000) $10 Shares 47 Est. Cost $214.25 Unrealized 0.0%
DFIS Dimensional Etf/Dimensional Intl Sm 0.0%
Value ($000) $10 Shares 315 Est. Cost $32.94 Unrealized
FEM First Tr Emerging Mrkts AlphDEX ETF 0.0%
Value ($000) $10 Shares 379 Est. Cost $27.35 Unrealized
BVN Compania De Minas Buenaventura S.a. 0.0%
Value ($000) $10 Shares 369 Est. Cost $27.83 Unrealized
SPGP Invesco Russell Top 200 Pure ETF 0.0%
Value ($000) $10 Shares 90 Est. Cost $113.86 Unrealized
PI Impinj, Inc 0.0%
Value ($000) $10 Shares 56 Est. Cost $178.15 Unrealized 0.0%
CPRX Catalyst Pharmaceuticals Inc 0.0%
Value ($000) $9 Shares 396 Est. Cost $22.28 Unrealized 0.0%
OIH VanEck Vectors Oil Services ETF 0.0%
Value ($000) $9 Shares 32 Est. Cost $284.78 Unrealized
ALKT Alkami Technology Inc 0.0%
Value ($000) $9 Shares 382 Est. Cost $22.06 Unrealized 0.0%
WFRD Weatherford International Plc 0.0%
Value ($000) $9 Shares 112 Est. Cost $72.59 Unrealized 0.0%
BDC Belden Cdt Inc 0.0%
Value ($000) $9 Shares 75 Est. Cost $116.62 Unrealized 0.0%
BCO The Brinks CO 0.0%
Value ($000) $9 Shares 74 Est. Cost $114.06 Unrealized 0.0%
NXT Nextracker Inc/sh Cl A 0.0%
Value ($000) $9 Shares 98 Est. Cost $90.67 Unrealized 0.0%
QXO QXO Inc/Sh Cl B 0.0%
Value ($000) $8 Shares 426 Est. Cost $19.16 Unrealized 0.0%
INOD Innodata Inc/Sh 0.0%
Value ($000) $8 Shares 161 Est. Cost $65.22 Unrealized 0.0%
VRRM Verra Mobility /Sh Cl A 0.0%
Value ($000) $8 Shares 359 Est. Cost $22.84 Unrealized 0.0%
BL Blackline, Inc 0.0%
Value ($000) $8 Shares 143 Est. Cost $55.08 Unrealized 0.0%
VITL Vital Farms Inc/sh 0.0%
Value ($000) $8 Shares 246 Est. Cost $35.19 Unrealized 0.0%
LMB Limbach Holding/Sh 0.0%
Value ($000) $8 Shares 98 Est. Cost $82.31 Unrealized 0.0%
MGRC Mcgrath Rentcor/Sh 0.0%
Value ($000) $8 Shares 72 Est. Cost $108.39 Unrealized 0.0%
EWBC East West Bancorp Inc 0.0%
Value ($000) $7 Shares 62 Est. Cost $105.17 Unrealized 0.0%
BALI Blackrock Etf T/advantage Large Cap 0.0%
Value ($000) $7 Shares 208 Est. Cost $31.68 Unrealized
U Unity Software Inc 0.0%
Value ($000) $6 Shares 143 Est. Cost $40.75 Unrealized 0.0%
FRSH Freshworks Inc/Sh Cl A 0.0%
Value ($000) $6 Shares 510 Est. Cost $11.82 Unrealized 0.0%
FBP 1st Bancorp P R/sh Sh 0.0%
Value ($000) $6 Shares 300 Est. Cost $20.61 Unrealized 0.0%
OPLN KAR Auction Services, Inc. 0.0%
Value ($000) $6 Shares 206 Est. Cost $27.05 Unrealized 0.0%
ARKQ ARK Autonomous Technology & Robotics ETF 0.0%
Value ($000) $6 Shares 50 Est. Cost $114.66 Unrealized
JJSF J & J Snack Foods Corp 0.0%
Value ($000) $5 Shares 60 Est. Cost $90.05 Unrealized 0.0%
IMO Imperial Oil Ltd New 0.0%
Value ($000) $5 Shares 62 Est. Cost $90.69 Unrealized 0.0%
UPWK Upwork Inc. 0.0%
Value ($000) $5 Shares 258 Est. Cost $18.34 Unrealized 0.0%
ASEA Global X Funds/FTSE Se Asia Etf 0.0%
Value ($000) $5 Shares 265 Est. Cost $18.33 Unrealized
ESI Element Solutions Inc 0.0%
Value ($000) $5 Shares 181 Est. Cost $25.91 Unrealized 0.0%
XRAY Dentsply Sirona Inc 0.0%
Value ($000) $4 Shares 384 Est. Cost $11.74 Unrealized 0.0%
HTHT H World Group Limited 0.0%
Value ($000) $4 Shares 91 Est. Cost $47.05 Unrealized
ROKU Roku, Inc. 0.0%
Value ($000) $4 Shares 38 Est. Cost $101.49 Unrealized 0.0%
AOM IShares S&P Moderate Allocation 0.0%
Value ($000) $4 Shares 85 Est. Cost $47.73 Unrealized
FMX Fomento Economico Mexicano S.A.B. de 0.0%
Value ($000) $4 Shares 39 Est. Cost $101.08 Unrealized
IDGT Blackrock Institutional Trust Company N.A. 0.0%
Value ($000) $4 Shares 46 Est. Cost $85.00 Unrealized
FIVN Five9, Inc. 0.0%
Value ($000) $4 Shares 175 Est. Cost $21.23 Unrealized 0.0%
HMY Harmony Gold ADR 0.0%
Value ($000) $3 Shares 174 Est. Cost $19.90 Unrealized
AU AngloGold Ashant Plc/Par Vtg Fpd 1 0.0%
Value ($000) $3 Shares 40 Est. Cost $77.50 Unrealized 0.0%
NOMD Nomad Foods Limited 0.0%
Value ($000) $3 Shares 264 Est. Cost $12.21 Unrealized 0.0%
VGUS Vanguard Instl /Ultra-Short Treas E 0.0%
Value ($000) $3 Shares 42 Est. Cost $75.48 Unrealized
TUR IShares MSCI Turkey Index Fund 0.0%
Value ($000) $3 Shares 88 Est. Cost $34.42 Unrealized
IDX Vaneck Etf Tr/indonesia Ix Etf 0.0%
Value ($000) $3 Shares 179 Est. Cost $16.51 Unrealized
MDB Mongodb Inc/sh Cl A 0.0%
Value ($000) $3 Shares 7 Est. Cost $363.83 Unrealized 0.0%
PALL Etfs Palladium/Sh Ben Int 0.0%
Value ($000) $3 Shares 20 Est. Cost $145.40 Unrealized
GENI Genius Sports Limited 0.0%
Value ($000) $3 Shares 251 Est. Cost $10.90 Unrealized 0.0%
FDVV Fid Covington T/core Divid ETF 0.0%
Value ($000) $2 Shares 44 Est. Cost $56.68 Unrealized
ABEV Ambev SA Spons ADR 0.0%
Value ($000) $2 Shares 973 Est. Cost $2.47 Unrealized
BSJU Invesco Exchange-Traded Self-Indexed Fund Tru 0.0%
Value ($000) $2 Shares 86 Est. Cost $26.10 Unrealized
PLYM Plymouth Industrial Reit Inc 0.0%
Value ($000) $2 Shares 101 Est. Cost $21.88 Unrealized
FIGR Figure Technology Solutions Inc. 0.0%
Value ($000) $2 Shares 52 Est. Cost $40.00 Unrealized 0.0%
PRGO Perrigo Company PLC 0.0%
Value ($000) $2 Shares 148 Est. Cost $16.67 Unrealized 0.0%
VCR Vanguard Consumer Discretionary VIPERs 0.0%
Value ($000) $2 Shares 5 Est. Cost $394.00 Unrealized
MT ArcelorMittal 0.0%
Value ($000) $2 Shares 43 Est. Cost $45.58 Unrealized
COGT Cogent Biosciences Inc 0.0%
Value ($000) $2 Shares 54 Est. Cost $28.11 Unrealized 0.0%
20' Green Storage Container 0.0%
Value ($000) $2 Shares 1 Est. Cost $1645.00 Unrealized
ITUB Itau Unibanco Multiplo SA ADR 0.0%
Value ($000) $2 Shares 228 Est. Cost $7.16 Unrealized
SBSW Sibanye Stillwater Limited 0.0%
Value ($000) $1 Shares 100 Est. Cost $14.25 Unrealized
BBAI Bigbear.Ai Holdings Inc 0.0%
Value ($000) $1 Shares 250 Est. Cost $6.53 Unrealized 0.0%
NE Noble/bn Rts Allotment Bonus R 0.0%
Value ($000) $1 Shares 45 Est. Cost $29.24 Unrealized 0.0%
AUSF Glb X Funds/Adaptive US Factor 0.0%
Value ($000) $1 Shares 27 Est. Cost $46.37 Unrealized
IPGP IPG Photonics Corp 0.0%
Value ($000) $1 Shares 17 Est. Cost $81.59 Unrealized 0.0%
PK Park Hotels & Resorts Inc. Comm 0.0%
Value ($000) $1 Shares 114 Est. Cost $10.46 Unrealized
SARO StandardAero In/sh 0.0%
Value ($000) $1 Shares 33 Est. Cost $27.23 Unrealized 0.0%
VNOM Viper Energy In/sh Cl A 0.0%
Value ($000) $1 Shares 24 Est. Cost $37.86 Unrealized 0.0%
IONS Ionis Pharmaceuticals, Inc. 0.0%
Value ($000) $1 Shares 11 Est. Cost $75.30 Unrealized 0.0%
ROIV Roivant Science/sh Sh 0.0%
Value ($000) $1 Shares 39 Est. Cost $19.73 Unrealized 0.0%
BE Bloom Energy Co/sh Cl A 0.0%
Value ($000) $1 Shares 6 Est. Cost $105.07 Unrealized 0.0%
Shelmerdine Securities Corp 0.0%
Value ($000) $0 Shares 100 Est. Cost $1.00 Unrealized
Mathis Real Estate LLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized
The Corsican Limited Partnership 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized

Increased Positions (742)

CB Chubb LTD 0.3%
Value ($000) $3,578 (+157.8%) Shares 11,464 (+133.1%) Est. Cost $240.77 Unrealized +21.4%
MRK Merck & Co Inc New 0.5%
Value ($000) $5,154 (+37.7%) Shares 48,965 (+9.8%) Est. Cost $56.20 Unrealized +65.9%
MU Micron Technology, Inc. 0.2%
Value ($000) $2,315 (+114.3%) Shares 8,112 (+25.6%) Est. Cost $120.88 Unrealized +89.7%
XLK Select Sector SPDR Tr Technology 0.3%
Value ($000) $3,790 (+46.0%) Shares 26,322 (+185.8%) Est. Cost $147.25 Unrealized
NFLX Netflix Inc. 0.2%
Value ($000) $2,553 (-30.0%) Shares 27,228 (+795.7%) Est. Cost $101.72 Unrealized +6.0%
RDDT Reddit Inc/sh Cl A 0.1%
Value ($000) $1,226 (+403.8%) Shares 5,333 (+404.1%) Est. Cost $191.07 Unrealized +10.1%
BAC Bank of America Corporation 0.4%
Value ($000) $4,355 (+27.5%) Shares 79,188 (+19.6%) Est. Cost $27.75 Unrealized +89.8%
SPY SPDR S&P 500 ETF 2.0%
Value ($000) $22,660 (+4.0%) Shares 33,230 (+1.6%) Est. Cost $347.43 Unrealized
LRCX Lam Research Corp. 0.2%
Value ($000) $1,977 (+77.5%) Shares 11,551 (+38.8%) Est. Cost $98.83 Unrealized +57.2%
CAT Caterpillar Inc. 0.3%
Value ($000) $3,709 (+27.1%) Shares 6,475 (+5.8%) Est. Cost $177.79 Unrealized +212.5%
GLD SPDR Gold Shares 0.3%
Value ($000) $3,885 (+23.1%) Shares 9,802 (+10.5%) Est. Cost $219.05 Unrealized
WBD Warner Bros Discovery Inc Com Ser A 0.1%
Value ($000) $751 (+723.6%) Shares 26,070 (+458.1%) Est. Cost $21.36 Unrealized +9.4%
JPST JPMorgan Ultra-Short Income ETF 0.2%
Value ($000) $1,971 (+47.8%) Shares 38,955 (+48.2%) Est. Cost $50.37 Unrealized
BUFZ First Trust Exchange-traded Fund Viii 0.1%
Value ($000) $995 (+157.2%) Shares 37,503 (+151.1%) Est. Cost $25.48 Unrealized
VYMI Vanguard Intl Hi Div Yld Inx ETF 0.1%
Value ($000) $1,610 (+55.3%) Shares 17,889 (+46.2%) Est. Cost $75.44 Unrealized
Guggenheim Strategic Opportunity 0.0%
Value ($000) $546 (+5014.5%) Shares 42,413 (+5848.5%) Est. Cost $12.90 Unrealized
XOM Exxon Mobil Corp 0.6%
Value ($000) $6,414 (+9.1%) Shares 53,300 (+2.2%) Est. Cost $75.33 Unrealized +53.3%
CSCO Cisco Systems Inc. 0.4%
Value ($000) $4,084 (+14.9%) Shares 53,016 (+2.0%) Est. Cost $33.05 Unrealized +123.2%
SGOV Ishares Tr/ishares 0-3 Mnth Treas B 0.2%
Value ($000) $1,853 (+37.9%) Shares 18,456 (+38.3%) Est. Cost $100.11 Unrealized
QQQ Invesco QQQ Trust 1.1%
Value ($000) $12,408 (+4.1%) Shares 20,198 (+1.7%) Est. Cost $320.28 Unrealized
IEF IShares Tr Barclay 7-10 Year Treas Index Fd 0.1%
Value ($000) $1,040 (+78.1%) Shares 10,818 (+78.7%) Est. Cost $96.40 Unrealized
QCOM Qualcomm Inc. 0.3%
Value ($000) $3,583 (+13.9%) Shares 20,946 (+10.8%) Est. Cost $109.41 Unrealized +56.1%
GE General Electric CO. New 0.2%
Value ($000) $2,100 (+26.1%) Shares 6,819 (+23.2%) Est. Cost $148.69 Unrealized +102.3%
DYNF Blackrock Etf T/u S Equity Factor R 0.3%
Value ($000) $3,043 (+15.5%) Shares 50,035 (+12.4%) Est. Cost $52.62 Unrealized
XLU Utilities Select Sector SPDR 0.2%
Value ($000) $1,824 (-18.2%) Shares 42,726 (+67.1%) Est. Cost $57.52 Unrealized
AGG IShares Core Total Bond Mkt 0.3%
Value ($000) $3,159 (+14.6%) Shares 31,632 (+15.0%) Est. Cost $99.22 Unrealized
GSY Invesco Ultra Short Duration ETF 0.2%
Value ($000) $1,828 (+28.1%) Shares 36,380 (+28.1%) Est. Cost $50.11 Unrealized
FTSM First Trust Enhanced Short Maturity ETF 0.2%
Value ($000) $2,020 (+24.5%) Shares 33,708 (+24.5%) Est. Cost $52.91 Unrealized
ECPG Encore Cap Group Inc. 0.0%
Value ($000) $398 (+8112.0%) Shares 7,316 (+6206.9%) Est. Cost $48.27 Unrealized -0.2%
JMUB J.p. Morgan Exchange-traded Fund Trust 0.1%
Value ($000) $747 (+100.4%) Shares 14,794 (+100.3%) Est. Cost $48.94 Unrealized
AMD Advanced Micro Devices Inc Com 0.1%
Value ($000) $1,319 (+38.8%) Shares 6,159 (+4.9%) Est. Cost $110.49 Unrealized +103.3%
DFAC Dimensional ETF Tr- Dimsnl US Core Equity 2 0.4%
Value ($000) $4,541 (+8.8%) Shares 114,706 (+6.0%) Est. Cost $8.13 Unrealized
STX Seagate Technology Holdings PLC 0.1%
Value ($000) $713 (+103.5%) Shares 2,589 (+74.5%) Est. Cost $155.18 Unrealized +66.9%
SLV iShares Silver Trust 0.1%
Value ($000) $827 (+75.9%) Shares 12,838 (+15.7%) Est. Cost $37.31 Unrealized
APH Amphenol Corp 0.1%
Value ($000) $765 (+84.7%) Shares 5,664 (+69.2%) Est. Cost $80.56 Unrealized +65.8%
GLW Corning Inc. 0.1%
Value ($000) $1,299 (+34.9%) Shares 14,837 (+26.4%) Est. Cost $44.56 Unrealized +93.0%
IBM International Business Machines Corp. 0.4%
Value ($000) $4,577 (+7.9%) Shares 15,451 (+2.8%) Est. Cost $156.16 Unrealized +91.3%
CGMU Capital Group Fixed Income Etf Trust 0.1%
Value ($000) $812 (+69.1%) Shares 29,651 (+68.5%) Est. Cost $27.15 Unrealized
CGDV Cap Grp Div Val/shs Creation Ut 0.1%
Value ($000) $1,641 (+25.3%) Shares 37,601 (+20.7%) Est. Cost $34.52 Unrealized
TFI SPDR Nuveen Barclays Muni Bd ETF 0.0%
Value ($000) $438 (+306.1%) Shares 9,584 (+304.9%) Est. Cost $43.23 Unrealized
IEMG IShares Core MSCI Emerging Mkts ETF 0.3%
Value ($000) $3,791 (+9.4%) Shares 56,391 (+7.3%) Est. Cost $54.99 Unrealized
IWY iShares Russell Top 200 Growth ETF 0.2%
Value ($000) $2,390 (+15.7%) Shares 8,630 (+14.3%) Est. Cost $171.04 Unrealized
SMH VanEck Vectors Semiconductor ETF 0.2%
Value ($000) $1,983 (+19.4%) Shares 5,506 (+8.2%) Est. Cost $224.82 Unrealized
EMR Emerson Electric Company 0.1%
Value ($000) $1,609 (+24.9%) Shares 12,125 (+23.4%) Est. Cost $77.83 Unrealized +70.1%
TLT IShares Tr 20 plus Treas Index FD 0.1%
Value ($000) $654 (+93.1%) Shares 7,499 (+98.0%) Est. Cost $91.79 Unrealized
INTC Intel Corp. 0.1%
Value ($000) $1,116 (+38.1%) Shares 30,236 (+25.5%) Est. Cost $33.33 Unrealized +13.3%
SPYV SPDR S&P 500 Value ETF 0.4%
Value ($000) $4,377 (+7.5%) Shares 77,051 (+4.7%) Est. Cost $39.49 Unrealized
SUB Ishares S&P S-T Nat'l AMT Free Muni Bond Fd 0.0%
Value ($000) $435 (+237.0%) Shares 4,081 (+237.3%) Est. Cost $105.13 Unrealized
PH Parker-Hannifin Corp. 0.1%
Value ($000) $1,599 (+23.5%) Shares 1,819 (+6.5%) Est. Cost $256.25 Unrealized +219.1%
SPIB SPDR Barclays Interm Term Corp Bd ETF 0.3%
Value ($000) $3,137 (+10.5%) Shares 92,781 (+10.8%) Est. Cost $32.14 Unrealized
ROK Rockwell Automation Inc. 0.1%
Value ($000) $1,345 (+28.3%) Shares 3,456 (+15.3%) Est. Cost $223.91 Unrealized +67.6%
VSLU Etf Opportuniti/applied Fin Valuati 0.1%
Value ($000) $706 (+67.9%) Shares 15,949 (+61.9%) Est. Cost $38.05 Unrealized
FENI Fid Covington T/Enhanced Intl ETF 0.1%
Value ($000) $659 (+76.2%) Shares 18,021 (+69.9%) Est. Cost $34.63 Unrealized
EVMO Morgan Stanley /Eaton Vance Mtg Opp 0.1%
Value ($000) $724 (+64.4%) Shares 14,263 (+63.8%) Est. Cost $50.62 Unrealized
CGCP Cap Grp Fxd In /core Plus In Etf 0.1%
Value ($000) $874 (+47.9%) Shares 38,590 (+48.5%) Est. Cost $22.60 Unrealized
COST Costco Wholesale Corp New 0.4%
Value ($000) $4,986 (-5.3%) Shares 5,781 (+1.7%) Est. Cost $277.76 Unrealized +226.1%
USFR WisdomTree Floating Rate Treasury Fund New 0.2%
Value ($000) $1,725 (+18.6%) Shares 34,279 (+18.5%) Est. Cost $41.38 Unrealized
MBB IShares Tr Barclays MBS Bond Fd 0.2%
Value ($000) $2,815 (+10.5%) Shares 29,565 (+10.4%) Est. Cost $87.56 Unrealized
AIRR First Trust Exchange-traded Fund Iii 0.0%
Value ($000) $398 (+203.0%) Shares 4,043 (+197.9%) Est. Cost $94.26 Unrealized
DUK Duke Energy Corp 0.2%
Value ($000) $2,244 (+13.4%) Shares 19,142 (+19.8%) Est. Cost $74.54 Unrealized +63.1%
SCHG Schwab U.S. Large-Cap Growth ETF 0.1%
Value ($000) $604 (+77.8%) Shares 18,529 (+73.9%) Est. Cost $36.88 Unrealized
ECL Ecolab Inc. 0.2%
Value ($000) $2,020 (+15.1%) Shares 7,695 (+20.0%) Est. Cost $223.23 Unrealized +19.0%
TCAF T. Rowe Price Exchangetraded Funds Inc 0.1%
Value ($000) $927 (+39.2%) Shares 24,247 (+37.3%) Est. Cost $34.34 Unrealized
SPHQ Invesco Exchange W&P 500 Quality 0.3%
Value ($000) $3,339 (+8.4%) Shares 44,495 (+5.9%) Est. Cost $54.98 Unrealized
IQLT Ishares Tr Msci Intl Qualty 0.2%
Value ($000) $2,237 (+12.7%) Shares 49,229 (+9.6%) Est. Cost $43.26 Unrealized
PWR Quanta Services Inc. 0.1%
Value ($000) $649 (+63.6%) Shares 1,537 (+60.6%) Est. Cost $293.97 Unrealized +49.4%
VO Vanguard Mid-Cap ETF 0.2%
Value ($000) $2,595 (+10.7%) Shares 8,940 (+12.0%) Est. Cost $218.15 Unrealized
ENB Enbridge Inc. 0.1%
Value ($000) $782 (+44.5%) Shares 16,357 (+52.5%) Est. Cost $34.70 Unrealized +35.8%
UTES Etfis S Tr I/reaves Utils Etf 0.0%
Value ($000) $270 (+669.6%) Shares 3,416 (+713.3%) Est. Cost $77.73 Unrealized
SPYM SPDR Russell 1000 ETF 0.2%
Value ($000) $2,724 (+9.1%) Shares 33,957 (+6.6%) Est. Cost $42.75 Unrealized
CGGR Cap Grp Gr Etf/shs Creation Ut 0.1%
Value ($000) $1,632 (+16.1%) Shares 36,700 (+14.7%) Est. Cost $33.58 Unrealized
KO Coca-Cola CO. 0.2%
Value ($000) $2,407 (+10.1%) Shares 34,429 (+4.5%) Est. Cost $40.89 Unrealized +69.7%
ISRG Intuitive Surgical Inc. 0.1%
Value ($000) $758 (+40.7%) Shares 1,338 (+11.1%) Est. Cost $447.52 Unrealized +19.0%
BIL SPDR Barclays 1-3 Month T Bill New 0.3%
Value ($000) $3,922 (+5.8%) Shares 42,918 (+6.2%) Est. Cost $72.39 Unrealized
ISCG Blackrock Institutional Trust Company N.a. 0.0%
Value ($000) $361 (+140.1%) Shares 6,514 (+135.1%) Est. Cost $48.41 Unrealized
GEV Ge Vernova Inc/sh 0.1%
Value ($000) $1,174 (+21.7%) Shares 1,796 (+14.5%) Est. Cost $326.65 Unrealized +86.4%
EFAA Invesco Actively Managed Exchange-Traded Fund 0.0%
Value ($000) $329 (+171.6%) Shares 6,094 (+165.6%) Est. Cost $53.61 Unrealized
IVE IShares Tr S&P 500 Value Index Fund 0.1%
Value ($000) $1,591 (+14.8%) Shares 7,502 (+11.8%) Est. Cost $175.60 Unrealized
CGBL Capital Group Companies Inc 0.0%
Value ($000) $440 (+86.7%) Shares 12,444 (+83.5%) Est. Cost $32.66 Unrealized
URI United Rentals Inc. 0.1%
Value ($000) $1,541 (-11.7%) Shares 1,904 (+4.2%) Est. Cost $423.77 Unrealized +104.6%
QQQM Invesco NASDAQ 100 ETF 0.2%
Value ($000) $2,426 (+9.1%) Shares 9,593 (+6.6%) Est. Cost $168.65 Unrealized
CGCB Capital Group Fixed Income Etf Trust 0.0%
Value ($000) $343 (+143.8%) Shares 12,946 (+144.4%) Est. Cost $26.54 Unrealized
EFA IShares Tr Europe and Far East Index Fd 0.2%
Value ($000) $2,799 (+7.7%) Shares 29,145 (+4.7%) Est. Cost $78.84 Unrealized
GRID First Tr Clean Edge Smart Grid Index Fund 0.0%
Value ($000) $327 (+141.3%) Shares 2,139 (+138.2%) Est. Cost $144.74 Unrealized
SPGI S&P Global Inc 0.2%
Value ($000) $2,092 (+9.9%) Shares 4,003 (+2.4%) Est. Cost $165.07 Unrealized +199.4%
DFAI Dimensional Etf/intl Core Etf 0.1%
Value ($000) $1,259 (+17.5%) Shares 33,038 (+12.0%) Est. Cost $19.66 Unrealized
PFE Pfizer, Inc. 0.2%
Value ($000) $1,806 (+11.5%) Shares 72,526 (+14.1%) Est. Cost $25.61 Unrealized -2.2%
FTCB First Trust Exchange-traded Fund Iv 0.0%
Value ($000) $354 (+110.4%) Shares 16,696 (+111.2%) Est. Cost $21.12 Unrealized
SPAB SPDR Portfolio Aggregate Bond ETF 0.1%
Value ($000) $1,260 (+17.0%) Shares 48,923 (+17.4%) Est. Cost $21.59 Unrealized
VICI VICI Properties Inc 0.0%
Value ($000) $275 (+189.7%) Shares 9,767 (+236.0%) Est. Cost $28.27 Unrealized +3.7%
IQQQ Proshares Tr/nasdaq-100 High In Etf 0.0%
Value ($000) $255 (+234.9%) Shares 5,727 (+231.6%) Est. Cost $43.40 Unrealized
IGIB IShares Intermediate Credit 0.0%
Value ($000) $538 (+49.2%) Shares 9,984 (+49.8%) Est. Cost $49.48 Unrealized
MS Morgan Stanley 0.1%
Value ($000) $1,387 (+14.5%) Shares 7,814 (+2.5%) Est. Cost $75.40 Unrealized +120.8%
IWS IShares Russell Midcap Value Index 0.1%
Value ($000) $1,309 (+15.3%) Shares 9,281 (+14.2%) Est. Cost $103.69 Unrealized
MTUM iShares MSCI USA Momentum Factor ETF 0.1%
Value ($000) $1,204 (+16.4%) Shares 4,812 (+19.2%) Est. Cost $159.74 Unrealized
BIV Vanguard Bond Index Fund Inc Intermediate 0.1%
Value ($000) $1,348 (+14.2%) Shares 17,304 (+14.5%) Est. Cost $77.20 Unrealized
HYLS First Trust High Yield Long/Short ETF 0.0%
Value ($000) $458 (+56.3%) Shares 10,951 (+57.0%) Est. Cost $35.14 Unrealized
RDVY First Trust Rising Dividend Achievers ETF 0.2%
Value ($000) $2,806 (+6.0%) Shares 40,386 (+2.6%) Est. Cost $52.21 Unrealized
TAN Invesco Exchange-Traded Fd Tr II 0.0%
Value ($000) $181 (+656.2%) Shares 3,681 (+571.7%) Est. Cost $52.38 Unrealized
VTV Vanguard Value ETF 0.3%
Value ($000) $3,510 (+4.6%) Shares 18,380 (+2.2%) Est. Cost $145.39 Unrealized
GQI Natixis Etf Tr/gateway Qlty In Etf 0.0%
Value ($000) $208 (+274.5%) Shares 3,645 (+267.8%) Est. Cost $56.17 Unrealized
IBB IShares Tr Nasdaq Biotechnology Index Fd 0.0%
Value ($000) $222 (+214.8%) Shares 1,314 (+169.3%) Est. Cost $157.62 Unrealized
CGUS Cap Grp Core Eq/shs Creation Ut 0.1%
Value ($000) $978 (+18.3%) Shares 24,304 (+16.3%) Est. Cost $29.96 Unrealized
BUFR First Tr Exchng Traded Fd VIII CBOE Vest US E 0.2%
Value ($000) $2,354 (+6.9%) Shares 68,699 (+4.2%) Est. Cost $28.24 Unrealized
LNC Lincoln National Corporation 0.0%
Value ($000) $172 (+680.0%) Shares 3,857 (+606.4%) Est. Cost $39.62 Unrealized +3.9%
JBND J.p. Morgan Exchange-traded Fund Trust 0.1%
Value ($000) $786 (+23.4%) Shares 14,545 (+23.6%) Est. Cost $53.36 Unrealized
AVY Avery Dennison Corp. 0.1%
Value ($000) $1,156 (+14.5%) Shares 6,358 (+2.1%) Est. Cost $77.08 Unrealized +123.6%
TIP IShares Tr US Treas Inflation Protected Sec 0.0%
Value ($000) $400 (+56.9%) Shares 3,635 (+58.7%) Est. Cost $110.29 Unrealized
ISPY Proshares Tr/s&p 500 High In Etf 0.1%
Value ($000) $741 (+24.1%) Shares 16,248 (+22.6%) Est. Cost $44.58 Unrealized
LQDW Ishares Tr/Invt Grade Corporat 0.0%
Value ($000) $285 (+101.3%) Shares 11,600 (+107.1%) Est. Cost $24.90 Unrealized
AVDE Avantis International Equity ETF 0.1%
Value ($000) $1,684 (+9.3%) Shares 20,455 (+4.8%) Est. Cost $62.87 Unrealized
VB Vanguard Small-Cap ETF 0.1%
Value ($000) $1,693 (+9.2%) Shares 6,564 (+7.6%) Est. Cost $205.33 Unrealized
AAAU Goldman Sachs Physical Gold Etf Trust 0.0%
Value ($000) $226 (+167.7%) Shares 5,320 (+139.9%) Est. Cost $37.80 Unrealized
CWI SPDR Index Shs Fds MSCI ACWI Ex-US ET 0.0%
Value ($000) $503 (+38.4%) Shares 13,993 (+34.6%) Est. Cost $33.25 Unrealized
CME CME Group Inc Class A 0.2%
Value ($000) $2,558 (+5.7%) Shares 9,366 (+4.6%) Est. Cost $229.88 Unrealized +17.8%
PINK Simplify Exchan/simplify Health Car 0.0%
Value ($000) $255 (+115.0%) Shares 6,979 (+86.3%) Est. Cost $33.97 Unrealized
IWR IShares Russell Mid Cap 0.3%
Value ($000) $3,349 (+4.2%) Shares 34,783 (+4.5%) Est. Cost $77.75 Unrealized
XLG Invesco S&P 500 Top 50 ETF 0.2%
Value ($000) $1,791 (+7.5%) Shares 30,214 (+4.3%) Est. Cost $49.55 Unrealized
VONV Vanguard Scottsdale Russell 1000 Value ETF 0.1%
Value ($000) $1,040 (+13.5%) Shares 11,265 (+9.9%) Est. Cost $83.18 Unrealized
HIG Hartford Financial Services Group Inc. 0.0%
Value ($000) $277 (+80.4%) Shares 2,008 (+74.6%) Est. Cost $113.78 Unrealized +15.6%
FWD Ab Active ETFs /disruptors ETF 0.0%
Value ($000) $123 (+20128.3%) Shares 1,176 (+19500.0%) Est. Cost $104.31 Unrealized
VLU SPDR S&P 1500 Value Tilt ETF 0.0%
Value ($000) $258 (+89.8%) Shares 1,225 (+83.9%) Est. Cost $183.56 Unrealized
GSUS Goldman Sachs MarketBeta US Equity ETF 0.2%
Value ($000) $2,387 (+5.4%) Shares 25,281 (+3.2%) Est. Cost $91.55 Unrealized
EMB Ishares Trust JPMorgan USD Emerging 0.0%
Value ($000) $435 (+38.8%) Shares 4,519 (+37.2%) Est. Cost $92.43 Unrealized
KNSL Kinsale Capital Group Inc 0.1%
Value ($000) $612 (+24.3%) Shares 1,566 (+35.1%) Est. Cost $383.84 Unrealized +6.2%
FDL First Trust Morningstar Dividend Leaders Ind 0.1%
Value ($000) $1,606 (+8.0%) Shares 36,213 (+5.8%) Est. Cost $35.25 Unrealized
DD Dupont DE Nemours Inc 0.0%
Value ($000) $136 (-46.7%) Shares 3,379 (+3.2%) Est. Cost $26.13 Unrealized +43.1%
PGR Progressive Corp. 0.2%
Value ($000) $1,839 (-6.0%) Shares 8,078 (+1.9%) Est. Cost $69.27 Unrealized +206.5%
BUFQ First Trust Exchange-traded Fund Viii 0.0%
Value ($000) $414 (+38.9%) Shares 11,557 (+35.1%) Est. Cost $32.05 Unrealized
AVUV Avantis U.S. Small Cap Value Fund ETF 0.1%
Value ($000) $618 (+22.9%) Shares 6,064 (+19.9%) Est. Cost $84.51 Unrealized
QGRW Wisdomtree Tr/u S Qlty Gr Fd 0.0%
Value ($000) $155 (+279.9%) Shares 2,637 (+271.4%) Est. Cost $58.32 Unrealized
AVIV American Century Avantis Intl Large Cap Value 0.0%
Value ($000) $425 (+36.5%) Shares 5,963 (+29.3%) Est. Cost $56.79 Unrealized
FLMI Franklin Liberty Intermediate Muni Oppty ETF 0.0%
Value ($000) $562 (+25.0%) Shares 22,589 (+24.5%) Est. Cost $24.29 Unrealized
DFAE Dimensional Etf/emerging Mkts Core 0.1%
Value ($000) $807 (+15.9%) Shares 24,793 (+12.2%) Est. Cost $21.68 Unrealized
PLD ProLogis Inc. 0.1%
Value ($000) $578 (+23.7%) Shares 4,524 (+10.9%) Est. Cost $107.58 Unrealized +15.1%
MINT PIMCO Enchnaced Short Maturity Strgy 0.1%
Value ($000) $1,132 (+10.7%) Shares 11,283 (+11.1%) Est. Cost $100.73 Unrealized
DIVB Blackrock Institutional Trust Company N.a. 0.0%
Value ($000) $350 (+45.3%) Shares 6,588 (+42.9%) Est. Cost $50.11 Unrealized
LMBS First Trust Low Duration Oppos ETF 0.1%
Value ($000) $1,033 (+11.8%) Shares 20,658 (+11.4%) Est. Cost $45.64 Unrealized
BUFD First Trust Exchange-traded Fund Viii 0.0%
Value ($000) $485 (+28.8%) Shares 17,181 (+26.0%) Est. Cost $25.11 Unrealized
DTCR Glb X Funds/data Ctr Reits & Digita 0.0%
Value ($000) $125 (+642.1%) Shares 5,928 (+620.3%) Est. Cost $20.44 Unrealized
REET iShares Global REIT ETF 0.0%
Value ($000) $113 (+2367.7%) Shares 4,514 (+2421.8%) Est. Cost $24.78 Unrealized
BK Bank New York Mellon Corp 0.1%
Value ($000) $921 (+13.1%) Shares 7,934 (+6.1%) Est. Cost $54.33 Unrealized +103.4%
ABT Abbott Laboratories 0.3%
Value ($000) $3,084 (-3.3%) Shares 24,615 (+3.4%) Est. Cost $63.06 Unrealized +101.9%
HELO J.p. Morgan Exchange-traded Fund Trust 0.1%
Value ($000) $597 (+21.5%) Shares 8,993 (+18.8%) Est. Cost $62.24 Unrealized
FBND Fidelity Merrimack Str Tr Total Bd ETF 0.0%
Value ($000) $190 (+124.3%) Shares 4,134 (+125.3%) Est. Cost $45.93 Unrealized
NLY Annaly Capital Management Inc new 0.0%
Value ($000) $302 (+50.0%) Shares 13,485 (+35.6%) Est. Cost $11.03 Unrealized
SPEU MFC SPDR Index Shares Fds DJ STOXX 50 ETF 0.0%
Value ($000) $349 (+39.9%) Shares 6,704 (+33.7%) Est. Cost $49.06 Unrealized
IUSB iShares Core Total USD Bond Market ETF 0.2%
Value ($000) $2,262 (+4.5%) Shares 48,614 (+4.9%) Est. Cost $46.48 Unrealized
RSP Invesco S&P 500 Weight ETF 0.3%
Value ($000) $2,914 (+3.4%) Shares 15,212 (+2.4%) Est. Cost $137.30 Unrealized
GBIL Goldman Sachs TreasuryAccess 0-1 Yr ETF 0.0%
Value ($000) $507 (+23.3%) Shares 5,074 (+23.7%) Est. Cost $100.20 Unrealized
AZN AstraZeneca PLC 0.0%
Value ($000) $405 (+30.8%) Shares 4,407 (+9.2%) Est. Cost $67.56 Unrealized
FIXD First Trust TCWOpportunistic Fxd Inc ETF 0.0%
Value ($000) $516 (+21.5%) Shares 11,632 (+21.8%) Est. Cost $45.53 Unrealized
ROAM Lattice Strateg/emerging Mkts Strat 0.0%
Value ($000) $131 (+229.5%) Shares 4,491 (+215.2%) Est. Cost $27.57 Unrealized
DFAS Dimensional ETF Tr - Dimnstl US Small Cap ETF 0.0%
Value ($000) $442 (+25.5%) Shares 6,343 (+23.3%) Est. Cost $49.21 Unrealized
BBJP JP Morgan Betabuilders Japan ETF 0.0%
Value ($000) $488 (+22.3%) Shares 7,398 (+23.1%) Est. Cost $56.49 Unrealized
UCON First Trust TCW Unconstrained Plus Bond ETF 0.0%
Value ($000) $330 (+36.8%) Shares 13,127 (+37.0%) Est. Cost $24.65 Unrealized
VUG Vanguard Index Fd Growth ETF 0.3%
Value ($000) $3,011 (+3.0%) Shares 6,173 (+1.3%) Est. Cost $313.79 Unrealized
XME SPDR Ser Tr S&P Metals & Mng E 0.0%
Value ($000) $253 (+52.8%) Shares 2,439 (+37.4%) Est. Cost $87.88 Unrealized
NVS Novartis AG ADR 0.1%
Value ($000) $867 (+11.2%) Shares 6,286 (+3.4%) Est. Cost $97.43 Unrealized
EMXC Blackrock Institutional Trust Company N.a. 0.0%
Value ($000) $409 (+26.5%) Shares 5,633 (+17.5%) Est. Cost $59.22 Unrealized
MUB Ishares Trust Ishares S&P National Municipal 0.1%
Value ($000) $1,680 (+5.3%) Shares 15,685 (+4.7%) Est. Cost $103.48 Unrealized
JETS U.S. Global Jets ETF 0.0%
Value ($000) $208 (+68.6%) Shares 7,403 (+48.1%) Est. Cost $20.50 Unrealized
SPTI SPDR Barclays Intermediate Term Trs ETF 0.3%
Value ($000) $2,952 (+2.9%) Shares 102,360 (+3.1%) Est. Cost $28.70 Unrealized
GPIX Goldman Sachs E/s&p 500 Core Prem I 0.0%
Value ($000) $141 (+144.7%) Shares 2,663 (+142.1%) Est. Cost $50.83 Unrealized
DBMF Litman Gregory /im Dbi Managed F St 0.0%
Value ($000) $312 (+36.4%) Shares 11,103 (+32.7%) Est. Cost $25.43 Unrealized
ARCC Ares Capital Corporation 0.1%
Value ($000) $618 (+15.4%) Shares 30,573 (+16.4%) Est. Cost $13.63 Unrealized +45.2%
GLDM SPDR Gold MiniShares New ETF 0.1%
Value ($000) $580 (+16.5%) Shares 6,790 (+4.3%) Est. Cost $44.62 Unrealized
OMC Omnicom Group Inc. 0.0%
Value ($000) $159 (+104.5%) Shares 1,974 (+106.5%) Est. Cost $76.90 Unrealized -1.5%
STWD Starwood Property Trust Inc. 0.0%
Value ($000) $98 (+421.2%) Shares 5,460 (+460.6%) Est. Cost $18.24 Unrealized
KMB Kimberly Clark Corp. 0.1%
Value ($000) $692 (-10.3%) Shares 6,862 (+10.6%) Est. Cost $98.96 Unrealized +9.5%
JPLD J.p. Morgan Exchange-traded Fund Trust 0.0%
Value ($000) $496 (+18.8%) Shares 9,479 (+19.2%) Est. Cost $50.87 Unrealized
GDX VanEck Vectors Gold Miners ETF 0.0%
Value ($000) $308 (+33.7%) Shares 3,594 (+19.1%) Est. Cost $51.66 Unrealized
IEUR IShares Core MSCI Europe ETF 0.0%
Value ($000) $472 (+19.5%) Shares 6,651 (+14.7%) Est. Cost $49.83 Unrealized
AVAV AeroVironment, Inc. 0.0%
Value ($000) $265 (-22.4%) Shares 1,097 (+1.0%) Est. Cost $133.39 Unrealized +135.7%
AMLP ALPS ETF TR ALERIAN MLP 0.1%
Value ($000) $1,644 (+4.9%) Shares 34,956 (+4.7%) Est. Cost $42.49 Unrealized
TFC Truist Financial Corp 0.1%
Value ($000) $924 (+8.9%) Shares 18,778 (+1.2%) Est. Cost $38.79 Unrealized +18.1%
BSMT Invesco BulletShares 2029 Municipal Bond ETF 0.0%
Value ($000) $309 (+31.4%) Shares 13,356 (+31.1%) Est. Cost $22.99 Unrealized
ASML ASML Holding NV ADR 0.0%
Value ($000) $470 (+18.6%) Shares 439 (+7.3%) Est. Cost $618.64 Unrealized
DGRW WisdomTree US Quality Dividend Gr ETF 0.1%
Value ($000) $1,466 (+5.2%) Shares 16,394 (+4.7%) Est. Cost $74.17 Unrealized
XBI MFC SPDR Ser. Tr. S&P Biotech ETF 0.0%
Value ($000) $336 (+27.5%) Shares 2,756 (+4.8%) Est. Cost $95.57 Unrealized
TOTL SPDR SSGA Active Total Return 0.1%
Value ($000) $784 (+10.1%) Shares 19,488 (+11.0%) Est. Cost $40.79 Unrealized
CPER Us Commodity Ix/com Ut Repstg U S C 0.0%
Value ($000) $75 (+1896.9%) Shares 2,142 (+1613.6%) Est. Cost $34.77 Unrealized
MXI Ishares Trust S & P Global Materials Index 0.0%
Value ($000) $120 (+141.1%) Shares 1,246 (+130.7%) Est. Cost $81.47 Unrealized
GPN Global Payments Inc 0.0%
Value ($000) $238 (+41.6%) Shares 3,074 (+52.0%) Est. Cost $94.06 Unrealized -14.6%
GOVT IShares Barclay U.S. Treasury 0.3%
Value ($000) $3,791 (+1.9%) Shares 164,646 (+2.3%) Est. Cost $22.98 Unrealized
GSLC Goldman Sachs ActiveBeta US LgCp Eq ETF 0.1%
Value ($000) $976 (+7.6%) Shares 7,373 (+5.9%) Est. Cost $119.78 Unrealized
HYG MFC Ishare High Yield Corp 0.1%
Value ($000) $1,014 (+7.3%) Shares 12,576 (+8.0%) Est. Cost $78.47 Unrealized
FIIG First Trust Exchange-Traded Fund IV 0.0%
Value ($000) $85 (+405.6%) Shares 4,025 (+406.3%) Est. Cost $21.21 Unrealized
BSMS Invesco Exchange-traded Self-indexed Fund Tru 0.0%
Value ($000) $83 (+466.7%) Shares 3,529 (+464.6%) Est. Cost $23.46 Unrealized
PKW Invesco Buyback Achievers ETF 0.0%
Value ($000) $114 (+146.4%) Shares 851 (+143.1%) Est. Cost $118.35 Unrealized
MOAT VanEck Vectors Morningstar Wide Moat ETF 0.1%
Value ($000) $632 (+12.0%) Shares 6,107 (+7.2%) Est. Cost $82.96 Unrealized
F Ford Motor CO. 0.0%
Value ($000) $283 (+31.4%) Shares 21,556 (+19.7%) Est. Cost $10.74 Unrealized +19.4%
SHEL Royal Dutch Shell PLC Spon ADR 0.1%
Value ($000) $606 (+12.3%) Shares 8,248 (+9.3%) Est. Cost $20.36 Unrealized
LIT Global X Funds - Global X Lithium ETF 0.0%
Value ($000) $118 (+126.8%) Shares 1,819 (+98.8%) Est. Cost $60.83 Unrealized
PDBC Invesco Optimum Yld Diversified ETF 0.0%
Value ($000) $452 (+17.0%) Shares 34,134 (+18.6%) Est. Cost $13.62 Unrealized
FTCS First Trust Capital Strength ETF 0.1%
Value ($000) $1,343 (+5.1%) Shares 14,513 (+6.4%) Est. Cost $77.28 Unrealized
CGGO Capital Group Global Growth Equity Etf 0.0%
Value ($000) $393 (+19.6%) Shares 11,356 (+17.9%) Est. Cost $29.30 Unrealized
SNOW Snowflake Inc. Cl A 0.0%
Value ($000) $118 (+117.9%) Shares 540 (+124.1%) Est. Cost $214.54 Unrealized +13.8%
FTXL First Trust Nasdaq Semiconductor ETF 0.0%
Value ($000) $289 (+28.4%) Shares 2,228 (+10.8%) Est. Cost $61.71 Unrealized
EWP MFC iShares Inc MSCI Spain Index 0.0%
Value ($000) $65 (+4930.8%) Shares 1,201 (+4519.2%) Est. Cost $53.67 Unrealized
FMB First Trust Managed Muni ETF 0.1%
Value ($000) $776 (+8.9%) Shares 15,176 (+7.9%) Est. Cost $50.88 Unrealized
PPLT Etfs Platinum T/sh Sh Ben Int 0.0%
Value ($000) $130 (+90.8%) Shares 699 (+46.2%) Est. Cost $156.65 Unrealized
SPMB SPDR Mortgage Backed Bond ETF 0.2%
Value ($000) $1,766 (+3.6%) Shares 78,779 (+3.7%) Est. Cost $22.17 Unrealized
GILD Gilead Sciences Inc. 0.0%
Value ($000) $383 (+19.0%) Shares 3,117 (+7.6%) Est. Cost $60.80 Unrealized +98.8%
ANET Arista Networks/sh New 0.1%
Value ($000) $863 (-6.5%) Shares 6,590 (+4.0%) Est. Cost $104.18 Unrealized +32.1%
AVLV Amern Centy Etf/avantis U S Large C 0.1%
Value ($000) $662 (+9.9%) Shares 8,737 (+4.8%) Est. Cost $64.70 Unrealized
AVES Avantis Emerging Markets Value Etf 0.0%
Value ($000) $171 (+53.4%) Shares 2,934 (+50.9%) Est. Cost $51.31 Unrealized
DRSK Aptus Defined Risk ETF 0.0%
Value ($000) $106 (+126.9%) Shares 3,733 (+129.7%) Est. Cost $28.63 Unrealized
GPIQ Goldman Sachs E/nasdaq-100 Core Pre 0.0%
Value ($000) $478 (+14.0%) Shares 9,033 (+13.2%) Est. Cost $48.36 Unrealized
BA Boeing CO. 0.1%
Value ($000) $1,063 (+5.8%) Shares 4,894 (+5.2%) Est. Cost $207.25 Unrealized -0.8%
UI Ubiquiti Inc 0.0%
Value ($000) $111 (+109.4%) Shares 200 (+150.0%) Est. Cost $430.90 Unrealized +46.8%
YEAR Ab Active Etfs /ultra Short In Etf 0.1%
Value ($000) $872 (+7.1%) Shares 17,275 (+7.5%) Est. Cost $47.17 Unrealized
BBVA Banco Bilbao Vizcaya Argentaria SA 0.0%
Value ($000) $113 (+101.2%) Shares 4,848 (+66.1%) Est. Cost $17.17 Unrealized
OEF IShares Tr S&P 100 Index Fd 0.1%
Value ($000) $959 (+6.3%) Shares 2,795 (+3.1%) Est. Cost $297.93 Unrealized
XAIX Dbx Etf Tr/xtrackers Artificia 0.1%
Value ($000) $1,102 (+5.4%) Shares 25,675 (+2.0%) Est. Cost $41.54 Unrealized
DFEM Dimensional ETF/dimensional Emergin 0.0%
Value ($000) $208 (+37.0%) Shares 6,282 (+32.8%) Est. Cost $32.32 Unrealized
CGDG Capital Group Companies Inc 0.0%
Value ($000) $476 (+13.2%) Shares 13,349 (+10.1%) Est. Cost $29.66 Unrealized
FTQI First Trust Exchange-traded Fund Vi 0.1%
Value ($000) $1,032 (+5.7%) Shares 49,553 (+4.6%) Est. Cost $20.47 Unrealized
FESM Fid Covington T/enhanced Small Cap 0.0%
Value ($000) $542 (+11.4%) Shares 14,342 (+7.8%) Est. Cost $31.99 Unrealized
CGMS Capital Group Fixed Income Etf Trust 0.1%
Value ($000) $1,293 (+4.4%) Shares 46,830 (+4.9%) Est. Cost $27.32 Unrealized
TEL Te Connectivity Plc 0.0%
Value ($000) $357 (+18.1%) Shares 1,571 (+13.9%) Est. Cost $157.78 Unrealized +46.6%
IWN IShares Tr Russell 2000 Value Index Fd 0.1%
Value ($000) $756 (+7.8%) Shares 4,170 (+5.1%) Est. Cost $145.85 Unrealized
STE Steris PLC Ord 0.0%
Value ($000) $174 (+45.4%) Shares 686 (+42.0%) Est. Cost $175.89 Unrealized +42.8%
AIQ Global X Artificial Intelligence & Technology 0.0%
Value ($000) $110 (+97.6%) Shares 2,157 (+91.9%) Est. Cost $48.46 Unrealized
BAI Blackrock Etf T/Ishares A I Innovat 0.0%
Value ($000) $516 (+11.7%) Shares 15,504 (+14.5%) Est. Cost $32.54 Unrealized
CARR Carrier Global Corporation 0.1%
Value ($000) $616 (-8.0%) Shares 11,660 (+3.9%) Est. Cost $45.50 Unrealized +22.0%
RIO Rio Tinto PLC 0.0%
Value ($000) $153 (+52.9%) Shares 1,913 (+26.1%) Est. Cost $78.94 Unrealized
JNK SPDR Bloomberg Barclays High Yiedl ETF 0.0%
Value ($000) $443 (+13.5%) Shares 4,561 (+14.5%) Est. Cost $93.16 Unrealized
NEM Newmont Mining Corp 0.0%
Value ($000) $82 (+183.3%) Shares 818 (+139.2%) Est. Cost $73.51 Unrealized +22.7%
PFG Principal Financial Group Inc 0.0%
Value ($000) $117 (+82.5%) Shares 1,321 (+71.6%) Est. Cost $76.94 Unrealized +9.0%
MDT Medtronic PLC 0.1%
Value ($000) $979 (+5.6%) Shares 10,196 (+4.7%) Est. Cost $76.94 Unrealized +26.2%
WELL WellTower Inc 0.0%
Value ($000) $221 (+30.8%) Shares 1,190 (+25.5%) Est. Cost $135.67 Unrealized +37.4%
LUV Southwest Airlines CO. 0.0%
Value ($000) $142 (+56.0%) Shares 3,447 (+20.4%) Est. Cost $36.00 Unrealized -3.4%
XYLD Global X S&P 500 Covered Call ETF 0.0%
Value ($000) $434 (+13.2%) Shares 10,685 (+9.4%) Est. Cost $40.70 Unrealized
STT State Street Corp. 0.0%
Value ($000) $432 (+13.2%) Shares 3,348 (+1.8%) Est. Cost $60.93 Unrealized +95.3%
PYLD Pimco Etf Tr/Multisector Bd Active 0.1%
Value ($000) $1,180 (+4.4%) Shares 44,241 (+5.0%) Est. Cost $26.65 Unrealized
GSST Goldman Sachs E/access Ultra Short 0.0%
Value ($000) $126 (+65.3%) Shares 2,491 (+66.1%) Est. Cost $50.53 Unrealized
RDVI First Trust Exchange-traded Fund Iv 0.1%
Value ($000) $696 (+7.6%) Shares 26,536 (+6.0%) Est. Cost $24.22 Unrealized
DFIV Dimensional Intl value ETF 0.0%
Value ($000) $293 (+20.2%) Shares 5,863 (+11.1%) Est. Cost $23.66 Unrealized
DLTR Dollar Tree, Inc. 0.0%
Value ($000) $179 (+37.7%) Shares 1,452 (+5.7%) Est. Cost $112.14 Unrealized -4.4%
EEMA IShares MSCI Emerging Markets Asia 0.0%
Value ($000) $70 (+235.0%) Shares 742 (+226.9%) Est. Cost $91.84 Unrealized
INTF iShares Edge MSCI Multifactor Intl ETF 0.0%
Value ($000) $61 (+415.4%) Shares 1,608 (+390.2%) Est. Cost $37.03 Unrealized
FBT First Trust NYSE Arca Biotech Index 0.0%
Value ($000) $62 (+350.3%) Shares 301 (+290.9%) Est. Cost $195.93 Unrealized
VFLO Victory Portfol/victoryshares Free 0.0%
Value ($000) $523 (+10.0%) Shares 13,275 (+4.7%) Est. Cost $34.37 Unrealized
FYC First Tr Exchange Traded Alphadex small cap 0.0%
Value ($000) $251 (+23.3%) Shares 2,611 (+16.4%) Est. Cost $76.97 Unrealized
GCOR Goldman Sachs Access U.S. Aggregate Bond ETF 0.2%
Value ($000) $2,193 (+2.2%) Shares 52,815 (+2.8%) Est. Cost $41.71 Unrealized
JEPQ J.p. Morgan Exchange-traded Fund Trust 0.1%
Value ($000) $997 (+4.8%) Shares 17,158 (+3.7%) Est. Cost $55.25 Unrealized
FPE First Trust PFD Secs & Income ETF 0.1%
Value ($000) $1,542 (+3.0%) Shares 84,613 (+3.2%) Est. Cost $17.18 Unrealized
HCA HCA Holdings Inc 0.0%
Value ($000) $447 (+11.3%) Shares 958 (+1.6%) Est. Cost $285.47 Unrealized +62.4%
JAVA J.p. Morgan Exchange-traded Fund Trust 0.1%
Value ($000) $906 (+5.2%) Shares 12,634 (+1.2%) Est. Cost $58.69 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $153 (+40.8%) Shares 198 (+2.6%) Est. Cost $699.79 Unrealized -3.0%
PULS PGIM Ultra Short Bond ETF 0.2%
Value ($000) $1,794 (+2.5%) Shares 36,180 (+3.0%) Est. Cost $49.07 Unrealized
FCX Freeport McMoran C & G Inc. 0.0%
Value ($000) $158 (+38.1%) Shares 3,119 (+6.7%) Est. Cost $22.45 Unrealized +92.9%
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.0%
Value ($000) $69 (+168.8%) Shares 1,236 (+162.4%) Est. Cost $67.07 Unrealized
BINC Blackrock Etf T/flexible In Etf 0.1%
Value ($000) $1,447 (+3.1%) Shares 27,418 (+4.0%) Est. Cost $52.92 Unrealized
PFFA Etfis S Tr I/virtus Infracap U S 0.1%
Value ($000) $661 (+7.0%) Shares 30,679 (+7.8%) Est. Cost $21.29 Unrealized
WTAI Wisdomtree Tr/Artificial Intellig 0.0%
Value ($000) $47 (+1040.7%) Shares 1,621 (+1017.9%) Est. Cost $28.73 Unrealized
MPC Marathon Petroleum Corp. 0.0%
Value ($000) $505 (-7.8%) Shares 3,105 (+9.2%) Est. Cost $66.47 Unrealized +180.4%
VOE Vanguard Index Funds Mid Cap Value Index 0.0%
Value ($000) $514 (+9.1%) Shares 2,896 (+7.4%) Est. Cost $136.07 Unrealized
AMT American Tower Corp 0.0%
Value ($000) $516 (-7.6%) Shares 2,941 (+1.2%) Est. Cost $106.76 Unrealized +68.9%
AVGE Amern Centy Etf/Avantis All Equity 0.0%
Value ($000) $90 (+88.8%) Shares 1,045 (+83.3%) Est. Cost $84.55 Unrealized
CGCV Capital Research And Management Co. 0.0%
Value ($000) $99 (+72.6%) Shares 3,253 (+70.5%) Est. Cost $28.51 Unrealized
MSIF Msc Income Fund Inc. 0.0%
Value ($000) $82 (+99.3%) Shares 6,265 (+99.1%) Est. Cost $14.14 Unrealized -6.1%
CRWD CrowdStrike Holdings, Inc. 0.2%
Value ($000) $2,513 (-1.6%) Shares 5,360 (+2.9%) Est. Cost $265.72 Unrealized +91.6%
CHRW CH Robinson Worldwide Inc. 0.0%
Value ($000) $177 (+30.1%) Shares 1,099 (+7.1%) Est. Cost $97.22 Unrealized +51.5%
FEMB First Trust Emerging Mkts Lcl Ccy Bd ETF 0.0%
Value ($000) $61 (+191.7%) Shares 2,045 (+187.2%) Est. Cost $29.54 Unrealized
FEGE Rbb Fd Tr/1st Eagle Glb Equity Etf 0.0%
Value ($000) $84 (+90.4%) Shares 1,830 (+83.0%) Est. Cost $45.04 Unrealized
Amcor PLC Ord USD 0.0%
Value ($000) $304 (+15.0%) Shares 36,509 (+12.8%) Est. Cost $8.83 Unrealized -6.5%
DG Dollar General Corp New 0.0%
Value ($000) $83 (+91.8%) Shares 624 (+49.3%) Est. Cost $153.73 Unrealized -27.5%
MP MP Materials Corp Com CL A 0.0%
Value ($000) $142 (-21.5%) Shares 2,808 (+4.2%) Est. Cost $58.03 Unrealized +9.3%
ACIO Etf S Solutions/aptus Collared Invt 0.0%
Value ($000) $142 (+37.5%) Shares 3,247 (+36.7%) Est. Cost $41.09 Unrealized
MSI Motorola Solutions, Inc. 0.0%
Value ($000) $250 (-13.0%) Shares 651 (+3.7%) Est. Cost $262.46 Unrealized +52.7%
PPTA Perpetua Resources Corp. 0.0%
Value ($000) $73 (+105.2%) Shares 3,000 (+71.4%) Est. Cost $20.11 Unrealized +22.4%
COO Cooper Companies, Inc. 0.0%
Value ($000) $102 (+57.7%) Shares 1,241 (+31.9%) Est. Cost $88.20 Unrealized -15.1%
IGSB iShares 1-5 Yr Invest Grade Corp Bond ETF 0.0%
Value ($000) $81 (+83.9%) Shares 1,540 (+84.4%) Est. Cost $50.01 Unrealized
TPR Tapestry Inc. 0.0%
Value ($000) $103 (+55.6%) Shares 805 (+37.8%) Est. Cost $64.08 Unrealized +77.9%
VRTX Vertex Pharmaceuticals Inc. 0.0%
Value ($000) $245 (+17.4%) Shares 540 (+1.5%) Est. Cost $308.14 Unrealized +39.9%
RWL Invesco S&P Rev ETF 0.0%
Value ($000) $403 (+9.8%) Shares 3,517 (+6.2%) Est. Cost $88.82 Unrealized
XLY Select Sector SPDR TR CNSMR 0.0%
Value ($000) $531 (+7.2%) Shares 4,450 (+115.2%) Est. Cost $136.79 Unrealized
UHS Universal Heath Svc Clb 0.0%
Value ($000) $49 (+251.3%) Shares 224 (+229.4%) Est. Cost $207.60 Unrealized +6.4%
DFAU Dimensional Etf/us Core Etf 0.0%
Value ($000) $533 (+7.0%) Shares 11,382 (+4.6%) Est. Cost $31.48 Unrealized
O Realty Income Corporation 0.0%
Value ($000) $554 (-5.9%) Shares 9,823 (+1.5%) Est. Cost $53.45 Unrealized +7.3%
IGF IShares S&P Global Infrastructure Index ETF 0.1%
Value ($000) $662 (+5.5%) Shares 10,783 (+5.1%) Est. Cost $55.00 Unrealized
XLP Consumer Staples Select Sector SPDR ETF 0.0%
Value ($000) $319 (+12.1%) Shares 4,110 (+13.1%) Est. Cost $73.34 Unrealized
TYL Tyler Technologies Inc. 0.0%
Value ($000) $78 (+77.7%) Shares 172 (+104.8%) Est. Cost $495.90 Unrealized -3.9%
FSIG First Trust Exchange-traded Fund Iv 0.0%
Value ($000) $362 (+10.3%) Shares 18,874 (+10.4%) Est. Cost $18.76 Unrealized
VBR Vanguard Small Cap Value Fund 0.1%
Value ($000) $577 (+6.2%) Shares 2,725 (+4.6%) Est. Cost $152.58 Unrealized
CWAN CLEARWATER ANALYTICS HLDGS INC CL A 0.0%
Value ($000) $37 (+894.9%) Shares 1,546 (+643.3%) Est. Cost $19.67 Unrealized +1.8%
BlackRock Municipal Target Term 0.1%
Value ($000) $700 (+5.0%) Shares 30,667 (+3.4%) Est. Cost $20.16 Unrealized
VONG Vanguard Scotts/vanguard Russell 10 0.1%
Value ($000) $655 (+5.4%) Shares 5,382 (+4.3%) Est. Cost $71.59 Unrealized
VRP Invesco Variable Rate Preferred ETF 0.0%
Value ($000) $54 (+161.2%) Shares 2,209 (+165.2%) Est. Cost $24.38 Unrealized
PWB Invesco Dynamic Large Cap Growth ETF 0.0%
Value ($000) $386 (+9.3%) Shares 3,038 (+7.9%) Est. Cost $97.71 Unrealized
IGEB Blackrock Institutional Trust Company N.a. 0.0%
Value ($000) $51 (+166.5%) Shares 1,126 (+168.7%) Est. Cost $45.57 Unrealized
CSX CSX Corp. 0.1%
Value ($000) $1,019 (+3.2%) Shares 28,100 (+1.1%) Est. Cost $25.69 Unrealized +39.0%
PSLV Sprott Physical Silver Trust ET 0.0%
Value ($000) $40 (+379.5%) Shares 1,700 (+218.4%) Est. Cost $20.07 Unrealized
BSJT Invesco Exchange-traded Self-indexed Fund Tru 0.0%
Value ($000) $41 (+327.5%) Shares 1,925 (+328.7%) Est. Cost $21.49 Unrealized
BCS Barclays PLC 0.0%
Value ($000) $145 (+28.0%) Shares 5,688 (+3.9%) Est. Cost $8.87 Unrealized
SFLR Innovator Etfs /equity Managed Floo 0.0%
Value ($000) $152 (+26.1%) Shares 4,119 (+23.2%) Est. Cost $35.89 Unrealized
MINO Pimco Etf Tr/mun In Opportunitie 0.0%
Value ($000) $210 (+17.3%) Shares 4,639 (+17.3%) Est. Cost $44.55 Unrealized
PSX Phillips 66 0.1%
Value ($000) $826 (-3.6%) Shares 6,398 (+1.6%) Est. Cost $79.36 Unrealized +68.9%
NLR VanEck Vectors Uranium and Nuclear Energy ETF 0.0%
Value ($000) $154 (+25.2%) Shares 1,236 (+36.7%) Est. Cost $121.37 Unrealized
QLTA iShares Aaa - A Rated Corporate Bond ETF 0.0%
Value ($000) $289 (+11.9%) Shares 6,009 (+12.7%) Est. Cost $48.21 Unrealized
BALL Ball Corporation 0.0%
Value ($000) $58 (+110.1%) Shares 1,102 (+100.0%) Est. Cost $56.79 Unrealized -13.6%
LGOV First Trust Exchange-traded Fund Iv 0.0%
Value ($000) $84 (+56.6%) Shares 3,847 (+56.0%) Est. Cost $20.94 Unrealized
RY Royal Bank of Canada 0.0%
Value ($000) $195 (+18.4%) Shares 1,142 (+2.3%) Est. Cost $117.88 Unrealized +30.3%
FRT Federal Realty Invt Tr New 0.0%
Value ($000) $33 (+932.3%) Shares 332 (+937.5%) Est. Cost $96.46 Unrealized +0.9%
DNP Select Income Fund Inc. 0.0%
Value ($000) $65 (+85.3%) Shares 6,500 (+85.7%) Est. Cost $9.94 Unrealized
LVHI Legg Mason Etf/franklin Intl Low V 0.0%
Value ($000) $349 (+9.3%) Shares 9,486 (+3.2%) Est. Cost $29.58 Unrealized
OTIS Otis Worldwide Corporation 0.1%
Value ($000) $1,398 (-2.1%) Shares 16,009 (+2.5%) Est. Cost $74.06 Unrealized +20.5%
VTEB Vanguard Tax-Exempt Bond ETF 0.2%
Value ($000) $1,849 (+1.6%) Shares 36,759 (+1.2%) Est. Cost $47.57 Unrealized
EWY IShares MSCI South Korea Index Fund 0.0%
Value ($000) $47 (+167.6%) Shares 485 (+120.5%) Est. Cost $75.02 Unrealized
FTV Fortive Corp 0.0%
Value ($000) $79 (+57.8%) Shares 1,428 (+40.0%) Est. Cost $42.88 Unrealized +20.9%
HUBS HubSpot, Inc. 0.0%
Value ($000) $120 (+31.5%) Shares 299 (+53.3%) Est. Cost $569.02 Unrealized -27.2%
L Loews Corporation 0.0%
Value ($000) $31 (+945.4%) Shares 299 (+896.7%) Est. Cost $101.34 Unrealized +1.9%
CBOE CBOE Holdings Inc 0.1%
Value ($000) $591 (+5.0%) Shares 2,356 (+2.6%) Est. Cost $161.94 Unrealized +53.6%
PSP Invesco Exchang/glb Listed Pvt Equi 0.0%
Value ($000) $93 (+43.9%) Shares 1,380 (+48.1%) Est. Cost $64.01 Unrealized
BIZD Vaneck Vectors BDC Income ETF 0.0%
Value ($000) $91 (+44.8%) Shares 6,408 (+52.6%) Est. Cost $15.37 Unrealized
NWG Natwest Grp Plc/s Adr 0.0%
Value ($000) $75 (+58.3%) Shares 4,307 (+28.0%) Est. Cost $11.58 Unrealized
ICVT Ishares Tr Conv Bd ETF 0.0%
Value ($000) $523 (+5.6%) Shares 5,309 (+7.3%) Est. Cost $86.45 Unrealized
COIN Coinbase Global Inc Com Cl A 0.0%
Value ($000) $215 (-11.3%) Shares 949 (+32.4%) Est. Cost $322.81 Unrealized -7.7%
WM Waste Management Inc. 0.2%
Value ($000) $1,918 (+1.4%) Shares 8,729 (+2.0%) Est. Cost $96.13 Unrealized +121.1%
TD Toronto Dominion Bank 0.0%
Value ($000) $145 (+23.1%) Shares 1,537 (+4.5%) Est. Cost $68.26 Unrealized +23.7%
BSJS Invesco Exchange-traded Self-indexed Fund Tru 0.0%
Value ($000) $48 (+129.5%) Shares 2,167 (+130.3%) Est. Cost $21.96 Unrealized
COP ConocoPhillips 0.1%
Value ($000) $961 (+2.9%) Shares 10,261 (+3.9%) Est. Cost $63.43 Unrealized +41.9%
QQEW First Trust NASDAQ 100 Equal Weight Idx 0.0%
Value ($000) $271 (+10.8%) Shares 1,910 (+10.0%) Est. Cost $68.67 Unrealized
GCOW Pacer Global High Dividend ETF 0.0%
Value ($000) $66 (+66.5%) Shares 1,600 (+60.0%) Est. Cost $36.98 Unrealized
CLOA Blackrock Etf T/aaa Clo Etf 0.0%
Value ($000) $56 (+86.9%) Shares 1,081 (+87.7%) Est. Cost $51.86 Unrealized
CRH Crh/shs Vtg Fpd Eur 0.32 0.0%
Value ($000) $106 (+32.0%) Shares 851 (+26.8%) Est. Cost $85.42 Unrealized +39.5%
FELG Fid Covington T/enhanced Large Cap 0.0%
Value ($000) $85 (+43.4%) Shares 2,029 (+41.4%) Est. Cost $34.62 Unrealized
QLC Flexshares Tr/us Qlty Large Cap Ix 0.0%
Value ($000) $226 (+12.6%) Shares 2,793 (+8.4%) Est. Cost $6.92 Unrealized
FLTR Vaneck Etf Tr/invt Grade Fltg Rat 0.0%
Value ($000) $55 (+83.9%) Shares 2,167 (+84.6%) Est. Cost $17.40 Unrealized
BSX Boston Scientific Corp 0.0%
Value ($000) $414 (+6.5%) Shares 4,345 (+9.0%) Est. Cost $71.24 Unrealized +37.6%
IEI MFC Ishares Tr Barclays 3-7 Yr Treas Bd Fd 0.1%
Value ($000) $779 (+3.3%) Shares 6,525 (+3.5%) Est. Cost $117.54 Unrealized
IWMI Neos Etf Tr/russell 2000 High In Et 0.0%
Value ($000) $234 (+11.9%) Shares 4,800 (+11.6%) Est. Cost $47.56 Unrealized
DFGR Dimensional Etf/glb Rl Est Etf 0.0%
Value ($000) $79 (+45.1%) Shares 3,000 (+50.0%) Est. Cost $25.83 Unrealized
BTI British American Tobacco ADR 0.0%
Value ($000) $281 (+9.6%) Shares 4,970 (+2.7%) Est. Cost $46.08 Unrealized
SAP SAP AG ADR 0.0%
Value ($000) $340 (-6.7%) Shares 1,401 (+2.6%) Est. Cost $151.83 Unrealized
SPYI Neos Etf Tr/neos S&p 500 High I 0.0%
Value ($000) $539 (+4.7%) Shares 10,259 (+4.3%) Est. Cost $50.42 Unrealized
CTVA Corteva Inc 0.0%
Value ($000) $355 (+7.3%) Shares 5,293 (+8.3%) Est. Cost $56.72 Unrealized +13.8%
KMI Kinder Morgan, Inc. 0.1%
Value ($000) $1,052 (+2.4%) Shares 38,276 (+5.4%) Est. Cost $18.71 Unrealized +43.8%
ILF IShares Tr S&P Latin Amer 40 Index Fd 0.0%
Value ($000) $58 (+70.1%) Shares 1,909 (+61.4%) Est. Cost $26.17 Unrealized
DELL Dell Tech Inc. Cl C 0.0%
Value ($000) $257 (+10.2%) Shares 2,045 (+24.1%) Est. Cost $113.67 Unrealized +23.8%
FTHI First Trust BuyWrite Income ETF 0.0%
Value ($000) $268 (+9.2%) Shares 11,353 (+9.7%) Est. Cost $22.99 Unrealized
SLB Schlumberger Ltd. 0.0%
Value ($000) $126 (+22.0%) Shares 3,277 (+9.2%) Est. Cost $36.47 Unrealized -1.1%
CTA Simplify Exchan/simplify Managed F 0.0%
Value ($000) $50 (+82.0%) Shares 1,845 (+86.7%) Est. Cost $28.10 Unrealized
XEL Xcel Energy Inc. 0.0%
Value ($000) $415 (+5.7%) Shares 5,612 (+15.4%) Est. Cost $57.34 Unrealized +36.5%
PAVE Global X U.S. Infrastructure Development ETF 0.1%
Value ($000) $645 (+3.6%) Shares 13,494 (+3.2%) Est. Cost $29.32 Unrealized
HSBC HSBC Holdings PLC Sponsored ADR 0.0%
Value ($000) $92 (+31.4%) Shares 1,171 (+18.5%) Est. Cost $65.05 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $150 (+17.0%) Shares 3,210 (+11.4%) Est. Cost $31.96 Unrealized +36.6%
SMLF Blackrock Institutional Trust Company N.a. 0.0%
Value ($000) $126 (+21.0%) Shares 1,685 (+20.1%) Est. Cost $66.18 Unrealized
FTDR frontdoor, inc. 0.0%
Value ($000) $32 (+205.5%) Shares 563 (+256.3%) Est. Cost $51.79 Unrealized +13.6%
HYD Vaneck Vectors High Yield Mun Index ETF 0.0%
Value ($000) $141 (+18.4%) Shares 2,753 (+17.9%) Est. Cost $52.21 Unrealized
RPV Invesco S&P 500 Pure Value ETF 0.0%
Value ($000) $339 (+6.8%) Shares 3,277 (+2.7%) Est. Cost $77.03 Unrealized
NSP Insperity, Inc. 0.0%
Value ($000) $23 (+2190.1%) Shares 582 (+2810.0%) Est. Cost $40.76 Unrealized -3.2%
FNDX Schwab Strategi/schwab Fundamental 0.0%
Value ($000) $115 (+23.0%) Shares 4,239 (+18.8%) Est. Cost $24.57 Unrealized
LSTR Landstar System Inc. 0.0%
Value ($000) $40 (+112.3%) Shares 277 (+81.0%) Est. Cost $147.93 Unrealized
NFG National Fuel Gas CO. 0.0%
Value ($000) $157 (-11.7%) Shares 1,961 (+1.9%) Est. Cost $58.47 Unrealized +40.9%
PAAA Pgim Etf Tr/aaa Clo Etf 0.1%
Value ($000) $595 (+3.6%) Shares 11,602 (+4.1%) Est. Cost $51.26 Unrealized
HYZD Wisdom Tree Int. Rt Hdg Hi Yld Bd ETF 0.0%
Value ($000) $156 (+15.3%) Shares 6,917 (+15.1%) Est. Cost $22.28 Unrealized
OSIS Osi Systems, Inc. 0.0%
Value ($000) $31 (+186.1%) Shares 123 (+179.5%) Est. Cost $238.66 Unrealized +9.4%
RUSHA Rush Enterprises Inc 0.0%
Value ($000) $29 (+214.2%) Shares 545 (+211.4%) Est. Cost $47.67 Unrealized +9.0%
EPOL IShares MSCI Poland Investable Mkt Index 0.0%
Value ($000) $181 (+12.3%) Shares 5,154 (+2.8%) Est. Cost $25.18 Unrealized
SPOT Spotify Technology S.A. 0.0%
Value ($000) $172 (+12.8%) Shares 297 (+35.6%) Est. Cost $390.59 Unrealized +60.0%
VRSK Verisk Analytics Inc 0.0%
Value ($000) $64 (+44.0%) Shares 285 (+61.9%) Est. Cost $227.53 Unrealized -1.0%
IQDG Wisdomtree Tr/intl Qlty Divid Gr 0.0%
Value ($000) $137 (+16.3%) Shares 3,309 (+11.8%) Est. Cost $37.72 Unrealized
GTIP Goldman Sachs Access Inflation Protected ETF 0.0%
Value ($000) $244 (+8.5%) Shares 4,972 (+10.3%) Est. Cost $49.79 Unrealized
RING Blackrock Institutional Trust Company N.a. 0.0%
Value ($000) $56 (+51.6%) Shares 762 (+33.2%) Est. Cost $66.94 Unrealized
IOO IShares Tr S&P Global 100 Index Fund 0.0%
Value ($000) $72 (+36.2%) Shares 565 (+29.0%) Est. Cost $106.52 Unrealized
FOXA Fox Corp Cl A 0.0%
Value ($000) $52 (+57.1%) Shares 712 (+35.6%) Est. Cost $51.33 Unrealized +27.3%
FANG Diamondback Energy, Inc. 0.0%
Value ($000) $274 (+7.4%) Shares 1,823 (+2.2%) Est. Cost $151.87 Unrealized -3.2%
HYGW Ishares Tr/high Yield Corporat 0.0%
Value ($000) $63 (+43.0%) Shares 2,104 (+45.4%) Est. Cost $32.03 Unrealized
PEY Invesco Exchange-Traded Fd Tr 0.0%
Value ($000) $105 (+21.8%) Shares 5,161 (+25.9%) Est. Cost $18.38 Unrealized
DIVO Amplify CWP Enhanced Dividend Income ETF 0.1%
Value ($000) $1,165 (+1.6%) Shares 26,174 (+1.8%) Est. Cost $40.98 Unrealized
CNI Canadian National Railway CO 0.0%
Value ($000) $75 (+32.5%) Shares 762 (+26.4%) Est. Cost $103.92 Unrealized -7.5%
OUNZ Vaneck Merk Gol/gold Shs 0.0%
Value ($000) $113 (+19.4%) Shares 2,728 (+7.0%) Est. Cost $32.01 Unrealized
TRU TransUnion 0.0%
Value ($000) $62 (+42.0%) Shares 723 (+38.8%) Est. Cost $87.49 Unrealized -6.2%
COWG Pacer Funds Tr/us Large Cap Cs Cows 0.0%
Value ($000) $248 (+7.9%) Shares 7,042 (+11.3%) Est. Cost $32.15 Unrealized
FFOG Franklin Temple/focused Gr Etf 0.0%
Value ($000) $51 (+54.6%) Shares 1,100 (+57.1%) Est. Cost $39.25 Unrealized
BMNR Bitmine Immersion Technologies Inc 0.0%
Value ($000) $23 (+349.7%) Shares 860 (+760.0%) Est. Cost $41.71 Unrealized -2.8%
KIM Kimco Realty Corp. 0.0%
Value ($000) $81 (+28.5%) Shares 3,999 (+38.6%) Est. Cost $21.08 Unrealized -2.4%
BIDD Blackrock intl Divid ETF 0.0%
Value ($000) $136 (+15.1%) Shares 4,734 (+11.8%) Est. Cost $26.04 Unrealized
PHYL Pgim Etf Tr/active High Yield Bd Et 0.0%
Value ($000) $237 (+8.2%) Shares 6,667 (+9.0%) Est. Cost $35.73 Unrealized
USAU U S Gold Corp/sh Par $ 0.0%
Value ($000) $19 (+1077.8%) Shares 1,000 (+900.0%) Est. Cost $16.48 Unrealized +3.7%
VTIP Vanguard Short-Term Infl-Prot Secs ETF 0.1%
Value ($000) $954 (+1.9%) Shares 19,285 (+4.3%) Est. Cost $48.10 Unrealized
FISR SPDR SSGA Fixed Income Sector Rotation ETF 0.0%
Value ($000) $34 (+106.2%) Shares 1,300 (+107.3%) Est. Cost $25.89 Unrealized
WST West Pharmaceutical 0.0%
Value ($000) $28 (+168.9%) Shares 100 (+156.4%) Est. Cost $285.19 Unrealized -4.1%
NGG National Grid PLC NEW 2017 0.0%
Value ($000) $194 (+9.7%) Shares 2,502 (+3.0%) Est. Cost $66.32 Unrealized
ENSG Ensign Group Inc 0.0%
Value ($000) $28 (+158.6%) Shares 159 (+156.5%) Est. Cost $161.11 Unrealized +11.5%
GEHC Ge Healthcare Technologies Inc 0.0%
Value ($000) $120 (+16.2%) Shares 1,468 (+6.4%) Est. Cost $75.54 Unrealized +3.1%
IWO IShares Tr Russell 2000 Growth Index Fd 0.0%
Value ($000) $500 (+3.5%) Shares 1,549 (+2.5%) Est. Cost $249.22 Unrealized
ROST Ross Stores Inc. 0.0%
Value ($000) $83 (+25.0%) Shares 460 (+5.7%) Est. Cost $121.93 Unrealized +36.6%
VEEV Veeva Systems, Inc. 0.0%
Value ($000) $67 (-19.7%) Shares 301 (+7.1%) Est. Cost $211.75 Unrealized +25.3%
FTGC First Trust GLobal Tact Cmdty Strat ETF 0.0%
Value ($000) $55 (+42.8%) Shares 2,370 (+59.2%) Est. Cost $24.20 Unrealized
HEFA iShares Currency Hedged MSCI EAFE 0.0%
Value ($000) $28 (+146.2%) Shares 670 (+135.9%) Est. Cost $38.68 Unrealized
AEM Agnico Eagle Mines Ltd 0.0%
Value ($000) $70 (+30.8%) Shares 411 (+30.1%) Est. Cost $108.30 Unrealized +55.0%
XMVM Invesco Russell Mid Cap Pure ETF 0.0%
Value ($000) $45 (+52.4%) Shares 694 (+46.4%) Est. Cost $62.43 Unrealized
SPTL SPDR Barclays Capital Long Term Treasury 0.1%
Value ($000) $899 (+1.7%) Shares 33,955 (+3.6%) Est. Cost $29.27 Unrealized
SYF Synchrony Financial 0.0%
Value ($000) $92 (+19.7%) Shares 1,107 (+1.9%) Est. Cost $35.40 Unrealized +115.6%
SAN Banco Santander Cntl 0.0%
Value ($000) $72 (+26.1%) Shares 6,132 (+12.6%) Est. Cost $7.38 Unrealized
RYAAY Ryanair Holdings PLC Spon ADR NEW 0.0%
Value ($000) $45 (+48.6%) Shares 620 (+24.0%) Est. Cost $67.68 Unrealized
HDUS Lattice Strategy/Hartford Discipline 0.0%
Value ($000) $121 (+13.7%) Shares 1,861 (+12.2%) Est. Cost $64.46 Unrealized
BLDR Builders FirstSource, Inc. 0.0%
Value ($000) $53 (+37.4%) Shares 518 (+61.9%) Est. Cost $128.39 Unrealized -12.5%
DOW Dow Inc 0.0%
Value ($000) $166 (+9.5%) Shares 7,080 (+7.4%) Est. Cost $48.72 Unrealized -53.2%
VGT MFC Vanguard Information Tech ETF 0.1%
Value ($000) $725 (+2.0%) Shares 962 (+1.1%) Est. Cost $429.11 Unrealized
CNP Centerpoint Energy 0.0%
Value ($000) $141 (+11.2%) Shares 3,688 (+12.5%) Est. Cost $33.52 Unrealized +15.9%
ALGN Align Technology 0.0%
Value ($000) $17 (+595.8%) Shares 106 (+457.9%) Est. Cost $159.14 Unrealized -9.9%
EMLC VanEck Vectors J.P. Morgan EM Bond ETF 0.0%
Value ($000) $16 (+881.7%) Shares 611 (+869.8%) Est. Cost $25.79 Unrealized
FNDF Schwab Strategi/schwab Fundamental 0.0%
Value ($000) $100 (+16.5%) Shares 2,209 (+10.7%) Est. Cost $42.20 Unrealized
HLN Haleon Plc/adr 0.0%
Value ($000) $88 (+19.1%) Shares 8,659 (+5.7%) Est. Cost $4.22 Unrealized
GIL Gildan Activewear Inc. 0.0%
Value ($000) $17 (+438.3%) Shares 274 (+398.2%) Est. Cost $58.24 Unrealized +2.1%
EMBJ Embraer S A 0.0%
Value ($000) $18 (+338.4%) Shares 280 (+311.8%) Est. Cost $59.96 Unrealized
XSD SPDR S&P Semiconductor ETF 0.0%
Value ($000) $62 (+29.0%) Shares 192 (+28.0%) Est. Cost $234.07 Unrealized
KALU Kaiser Aluminum Corp Com 0.0%
Value ($000) $30 (+84.7%) Shares 263 (+24.1%) Est. Cost $81.36 Unrealized +16.1%
IBHF Ishares Tr/ibonds 2026 Term High Yield 0.0%
Value ($000) $68 (+24.3%) Shares 2,955 (+26.0%) Est. Cost $23.19 Unrealized
HSY The Hershey Company 0.1%
Value ($000) $1,034 (-1.3%) Shares 5,681 (+1.5%) Est. Cost $153.67 Unrealized +18.5%
NDSN Nordson Corp. 0.0%
Value ($000) $30 (+81.0%) Shares 123 (+70.8%) Est. Cost $228.61 Unrealized +2.5%
PSKY Paramount Skydance Corp. 0.0%
Value ($000) $34 (-28.0%) Shares 2,519 (+1.6%) Est. Cost $14.52 Unrealized +7.1%
BKLN Invesco Senior Loan ETF 0.0%
Value ($000) $217 (+6.4%) Shares 10,345 (+6.1%) Est. Cost $20.06 Unrealized
TAK Takeda Pharmaceutical Company 0.0%
Value ($000) $27 (+96.7%) Shares 1,707 (+84.7%) Est. Cost $15.20 Unrealized
RMBS Rambus Inc De/sh 0.0%
Value ($000) $21 (+155.7%) Shares 232 (+190.0%) Est. Cost $82.40 Unrealized +19.4%
RPRX ROYALTY PHARMA PLC SHS CL A 0.0%
Value ($000) $32 (+67.5%) Shares 832 (+52.9%) Est. Cost $35.72 Unrealized +6.8%
GGG Graco Inc. 0.0%
Value ($000) $14 (+1009.5%) Shares 172 (+1046.7%) Est. Cost $82.23 Unrealized -0.3%
TM Toyota Motor Corp ADR 0.0%
Value ($000) $49 (+36.0%) Shares 227 (+21.4%) Est. Cost $179.44 Unrealized
RF Regions Financial Corp 0.0%
Value ($000) $195 (+7.0%) Shares 7,190 (+4.2%) Est. Cost $19.60 Unrealized +29.4%
PGF Invesco Financial Pfd ETF 0.0%
Value ($000) $178 (+7.7%) Shares 12,620 (+11.4%) Est. Cost $14.33 Unrealized
POR Portland Electric CO. 0.0%
Value ($000) $26 (+92.3%) Shares 552 (+76.4%) Est. Cost $43.47 Unrealized +7.6%
CNMD Conmed Corp. 0.0%
Value ($000) $13 (+8941.1%) Shares 314 (+10366.7%) Est. Cost $43.58 Unrealized -0.2%
DPZ Domino's Pizza Inc. 0.0%
Value ($000) $72 (+21.2%) Shares 172 (+25.5%) Est. Cost $410.33 Unrealized +1.2%
CTRE CareTrust REIT, Inc 0.0%
Value ($000) $117 (+12.0%) Shares 3,238 (+7.4%) Est. Cost $30.94 Unrealized
KEX Kirby Corp. 0.0%
Value ($000) $23 (+123.7%) Shares 205 (+69.4%) Est. Cost $98.15 Unrealized +3.6%
QLYS Qualys, Inc. 0.0%
Value ($000) $14 (+623.1%) Shares 108 (+620.0%) Est. Cost $142.76 Unrealized -3.6%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $35 (+54.2%) Shares 169 (+32.0%) Est. Cost $308.46 Unrealized -41.3%
SMFG Sumitomo Mitsui Financial Group 0.0%
Value ($000) $35 (+55.3%) Shares 1,786 (+34.5%) Est. Cost $16.39 Unrealized
HURN Huron Consulting Group 0.0%
Value ($000) $14 (+511.2%) Shares 83 (+418.8%) Est. Cost $158.08 Unrealized +3.6%
EXPO Exponent Inc. 0.0%
Value ($000) $16 (+291.2%) Shares 227 (+291.4%) Est. Cost $77.66 Unrealized -9.8%
PGX Invesco Pfd ETF 0.1%
Value ($000) $610 (-1.9%) Shares 54,267 (+1.3%) Est. Cost $11.19 Unrealized
APD Air Products and Chemicals, Inc. 0.1%
Value ($000) $601 (-1.9%) Shares 2,435 (+8.3%) Est. Cost $199.21 Unrealized +26.3%
ES Eversource Energy 0.0%
Value ($000) $186 (+6.6%) Shares 2,760 (+12.6%) Est. Cost $67.16 Unrealized +3.6%
IFF International Flavors & Fragrance 0.0%
Value ($000) $60 (+23.5%) Shares 893 (+12.8%) Est. Cost $109.78 Unrealized -41.3%
EL Estee Lauder Cosmetics 0.0%
Value ($000) $34 (+51.3%) Shares 322 (+27.3%) Est. Cost $132.84 Unrealized -27.1%
BZ Kanzhun Ltd/ADR 0.0%
Value ($000) $14 (+465.8%) Shares 681 (+548.6%) Est. Cost $20.84 Unrealized
MSTR MicroStrategy Inc. 0.0%
Value ($000) $76 (+17.5%) Shares 501 (+149.3%) Est. Cost $260.29 Unrealized -11.6%
SNY Sanofi-Aventis 0.0%
Value ($000) $243 (+4.8%) Shares 5,019 (+2.1%) Est. Cost $50.19 Unrealized
BLD TopBuild Corp 0.0%
Value ($000) $53 (+26.9%) Shares 126 (+18.9%) Est. Cost $338.11 Unrealized +26.8%
SSNC SS&C TECHNOLOGIES HOLDINGS INC 0.0%
Value ($000) $44 (+34.0%) Shares 502 (+36.0%) Est. Cost $80.60 Unrealized +5.8%
ROBT First Tr Nasdaq Artificial Int & Robitics ETF 0.0%
Value ($000) $13 (+462.3%) Shares 258 (+473.3%) Est. Cost $50.45 Unrealized
MEDP Medpace Holdings Inc. 0.0%
Value ($000) $20 (+118.5%) Shares 36 (+100.0%) Est. Cost $436.02 Unrealized +30.2%
RCL Royal Caribbean Cruises Ltd. 0.0%
Value ($000) $74 (-12.8%) Shares 267 (+1.1%) Est. Cost $158.53 Unrealized +77.6%
ROP Roper Industries Inc. 0.0%
Value ($000) $155 (-6.6%) Shares 348 (+4.5%) Est. Cost $481.05 Unrealized -3.9%
AA Alcoa Upstream Corp 0.0%
Value ($000) $17 (+180.1%) Shares 319 (+73.4%) Est. Cost $48.43 Unrealized -15.6%
ADMA Adma Biologics Inc 0.0%
Value ($000) $12 (+786.9%) Shares 670 (+612.8%) Est. Cost $17.35 Unrealized -2.9%
TWLO Twilio Inc 0.0%
Value ($000) $23 (+89.5%) Shares 160 (+33.3%) Est. Cost $99.78 Unrealized +24.1%
DTM DT Midstream Inc 0.0%
Value ($000) $71 (+17.7%) Shares 595 (+11.2%) Est. Cost $67.46 Unrealized +69.4%
EDIV SPDR S&P Emerging Markets Dividend 0.0%
Value ($000) $107 (+10.9%) Shares 2,742 (+10.0%) Est. Cost $30.86 Unrealized
MLM Martin Marietta Materials Inc 0.0%
Value ($000) $224 (+4.9%) Shares 360 (+6.2%) Est. Cost $520.80 Unrealized +19.3%
DHS Wisdomtree Trust Equity Income Fund 0.0%
Value ($000) $39 (+36.6%) Shares 384 (+35.2%) Est. Cost $95.23 Unrealized
TRGP Targa Resources, Inc. 0.0%
Value ($000) $97 (+12.0%) Shares 528 (+1.7%) Est. Cost $141.55 Unrealized +18.7%
HLT Hilton Worldwide Holdings, Inc. 0.0%
Value ($000) $82 (+14.3%) Shares 287 (+3.2%) Est. Cost $160.80 Unrealized +69.3%
EXLS Exlservice Holdings, Inc. 0.0%
Value ($000) $30 (+50.6%) Shares 717 (+56.2%) Est. Cost $38.11 Unrealized +7.3%
ADUS Addus Homecare Corporation 0.0%
Value ($000) $30 (+50.6%) Shares 283 (+65.5%) Est. Cost $108.12 Unrealized +6.2%
PATH UiPath Inc. 0.0%
Value ($000) $18 (+138.3%) Shares 1,070 (+94.5%) Est. Cost $18.97 Unrealized -18.0%
NOG Northern Oil And Gas Inc. 0.0%
Value ($000) $23 (+74.7%) Shares 1,094 (+101.8%) Est. Cost $25.54 Unrealized -12.2%
MMSI Merit Medical Systems Inc. 0.0%
Value ($000) $11 (+703.5%) Shares 129 (+658.8%) Est. Cost $86.26 Unrealized -1.3%
PIMCO Corporate Opportunity Fund 0.0%
Value ($000) $482 (-2.0%) Shares 37,395 (+9.7%) Est. Cost $13.54 Unrealized
GIGB Goldman Sachs Access Invest Grade Corp ETF 0.1%
Value ($000) $574 (+1.7%) Shares 12,410 (+2.7%) Est. Cost $46.60 Unrealized
DGT SPDR GLOBAL DOW ETF 0.0%
Value ($000) $244 (+4.1%) Shares 1,461 (+1.0%) Est. Cost $120.23 Unrealized
REXR Rexford Industrial Realty, Inc. 0.0%
Value ($000) $20 (+91.3%) Shares 524 (+103.1%) Est. Cost $39.77 Unrealized
VCSH Vanguard Bond ETF 0.1%
Value ($000) $716 (+1.4%) Shares 8,978 (+1.6%) Est. Cost $75.17 Unrealized
YETI YETI Holdings, Inc. 0.0%
Value ($000) $15 (+158.1%) Shares 347 (+93.9%) Est. Cost $38.45 Unrealized +0.0%
ITRI Itron Inc. 0.0%
Value ($000) $25 (+58.4%) Shares 274 (+112.4%) Est. Cost $84.32 Unrealized +29.2%
PLUS ePlus, Inc. 0.0%
Value ($000) $16 (+149.8%) Shares 178 (+102.3%) Est. Cost $76.58 Unrealized +7.7%
NVT Nvent Electric PLC Voting 0.0%
Value ($000) $41 (+29.5%) Shares 401 (+25.3%) Est. Cost $73.69 Unrealized +40.6%
NVMI Nova Measuring Instruments Ltd 0.0%
Value ($000) $11 (+413.6%) Shares 35 (+400.0%) Est. Cost $299.29 Unrealized +7.4%
BIIB Biogen Idec Inc 0.0%
Value ($000) $31 (+41.8%) Shares 175 (+12.9%) Est. Cost $187.72 Unrealized -13.0%
LOGI Logitech International SA 0.0%
Value ($000) $35 (+34.6%) Shares 344 (+42.7%) Est. Cost $80.65 Unrealized +39.4%
BAX Baxter International Inc. 0.0%
Value ($000) $56 (-13.8%) Shares 2,927 (+2.7%) Est. Cost $43.43 Unrealized -53.9%
CFG Citizens Financial Group, Inc. 0.0%
Value ($000) $90 (+11.1%) Shares 1,533 (+1.1%) Est. Cost $38.16 Unrealized +40.4%
AX Axos Financial Inc 0.0%
Value ($000) $17 (+105.6%) Shares 202 (+102.0%) Est. Cost $84.73 Unrealized -2.8%
FCNCA First Ctzns Bancshares Inc N C Cl A 0.0%
Value ($000) $21 (+71.4%) Shares 10 (+42.9%) Est. Cost $1853.61 Unrealized +1.6%
STLD Steel Dynamics Inc 0.0%
Value ($000) $36 (+32.7%) Shares 214 (+9.2%) Est. Cost $124.39 Unrealized +27.3%
ACGL Arch Capital Group Ltd 0.0%
Value ($000) $82 (+12.1%) Shares 858 (+5.9%) Est. Cost $70.42 Unrealized +29.9%
QYLD Global X NASDAQ 100 Covered Call ETF 0.0%
Value ($000) $184 (+5.0%) Shares 10,439 (+1.1%) Est. Cost $17.05 Unrealized
JKHY Jack Henry & Associates Inc. 0.0%
Value ($000) $41 (+27.7%) Shares 223 (+4.2%) Est. Cost $176.14 Unrealized -5.6%
ST Sensata Technologies Holding PLC 0.0%
Value ($000) $21 (+70.7%) Shares 639 (+56.6%) Est. Cost $31.41 Unrealized +1.8%
ICLN iShares Global Clean Energy ETF 0.0%
Value ($000) $43 (+25.3%) Shares 2,645 (+18.0%) Est. Cost $16.49 Unrealized
RAMP Liveramp Holdings Inc 0.0%
Value ($000) $17 (+100.5%) Shares 593 (+85.3%) Est. Cost $28.78 Unrealized -0.3%
AEIS Advanced Energy Industries, Inc. 0.0%
Value ($000) $35 (+33.6%) Shares 165 (+8.6%) Est. Cost $119.63 Unrealized +70.1%
VIAV Viavi Soluitons Inc. 0.0%
Value ($000) $23 (+60.7%) Shares 1,285 (+14.4%) Est. Cost $12.01 Unrealized +34.4%
NMIH NMI Holidngs, Inc. 0.0%
Value ($000) $9 (+1481.9%) Shares 223 (+1386.7%) Est. Cost $37.24 Unrealized +1.5%
LHX L3Harris Technologies Inc 0.0%
Value ($000) $303 (-2.7%) Shares 1,033 (+1.2%) Est. Cost $191.79 Unrealized +50.4%
UGI UGI Corp New 0.0%
Value ($000) $33 (+34.5%) Shares 871 (+19.5%) Est. Cost $28.11 Unrealized +26.0%
CWEN Clearway Energy Inc Cl C 0.0%
Value ($000) $23 (+56.1%) Shares 696 (+32.6%) Est. Cost $30.44 Unrealized +8.4%
IPAR Inter Parfums, Inc. 0.0%
Value ($000) $15 (+120.5%) Shares 179 (+155.7%) Est. Cost $100.59 Unrealized -12.5%
VST Vistra Energy Corp 0.0%
Value ($000) $506 (-1.6%) Shares 3,139 (+19.5%) Est. Cost $130.05 Unrealized +39.9%
SBCF Seacoast Banking Corporation of Florida 0.0%
Value ($000) $26 (+47.0%) Shares 816 (+42.4%) Est. Cost $30.37 Unrealized +2.6%
VWO Vanguard FTSE Emerging Markets ETF 0.2%
Value ($000) $2,455 (+0.3%) Shares 45,666 (+1.1%) Est. Cost $38.83 Unrealized
LTH Life Time Group Holdings Inc 0.0%
Value ($000) $12 (+209.5%) Shares 450 (+221.4%) Est. Cost $27.07 Unrealized -3.8%
AVTR Avantor, Inc. 0.0%
Value ($000) $32 (+34.3%) Shares 2,769 (+46.2%) Est. Cost $15.54 Unrealized -20.8%
PFLD ETF Ser Solutions AAM Low Dur Pfd & Income 0.0%
Value ($000) $256 (+3.3%) Shares 13,075 (+4.0%) Est. Cost $20.47 Unrealized
HUBB Hubbell, Inc. 0.0%
Value ($000) $65 (+14.2%) Shares 146 (+10.6%) Est. Cost $303.51 Unrealized +44.1%
ICSH iShares Ultra Short Term Bond 0.0%
Value ($000) $71 (+12.7%) Shares 1,404 (+13.1%) Est. Cost $50.53 Unrealized
PRVA Privia Health Group Inc 0.0%
Value ($000) $15 (+119.0%) Shares 621 (+130.0%) Est. Cost $23.71 Unrealized +2.7%
XPO XPO Logistics, Inc. 0.0%
Value ($000) $55 (+16.6%) Shares 408 (+10.9%) Est. Cost $107.47 Unrealized +26.8%
MOH Molina Healthcare Inc. 0.0%
Value ($000) $9 (+586.4%) Shares 53 (+657.1%) Est. Cost $183.36 Unrealized -10.4%
CPB Campbell Soup Company 0.0%
Value ($000) $91 (-7.9%) Shares 3,272 (+4.3%) Est. Cost $40.75 Unrealized -26.2%
FLXR TCW Etf Tr/Flexible In Etf 0.0%
Value ($000) $32 (+32.7%) Shares 800 (+33.3%) Est. Cost $39.75 Unrealized
DVN Devon Energy Corp 0.0%
Value ($000) $89 (+9.6%) Shares 2,423 (+4.9%) Est. Cost $40.33 Unrealized -13.9%
PRIM Primoris Services Corporation 0.0%
Value ($000) $18 (+79.5%) Shares 141 (+98.6%) Est. Cost $76.95 Unrealized +69.7%
HQY HealthEquity, Inc. 0.0%
Value ($000) $18 (+74.0%) Shares 198 (+80.0%) Est. Cost $78.13 Unrealized +22.5%
ALK Alaska Air Group Inc. 0.0%
Value ($000) $20 (+64.7%) Shares 388 (+63.0%) Est. Cost $51.80 Unrealized -10.7%
GPI Group One Automotive, Inc. 0.0%
Value ($000) $10 (+349.4%) Shares 25 (+400.0%) Est. Cost $368.03 Unrealized +11.5%
DASH DoorDash Inc Cl A 0.0%
Value ($000) $77 (-9.0%) Shares 340 (+9.3%) Est. Cost $199.44 Unrealized +17.6%
AOS A O Smith 0.0%
Value ($000) $85 (+9.8%) Shares 1,265 (+20.5%) Est. Cost $66.98 Unrealized +0.7%
JBL Jabil Circuit Inc. 0.0%
Value ($000) $39 (+23.8%) Shares 172 (+17.8%) Est. Cost $146.61 Unrealized +45.5%
AIZ Assurant Inc Com 0.0%
Value ($000) $25 (+41.0%) Shares 104 (+26.8%) Est. Cost $198.59 Unrealized +12.2%
IBDW Ishares Tr/ibonds Dec 2031 Ter 0.0%
Value ($000) $35 (+26.6%) Shares 1,638 (+27.0%) Est. Cost $20.85 Unrealized
ADSK Autodesk Inc. 0.0%
Value ($000) $148 (+5.1%) Shares 501 (+12.8%) Est. Cost $241.09 Unrealized +25.5%
STOT SPDE Doubline Shrt Dur Total Return Tact ETF 0.0%
Value ($000) $61 (+13.3%) Shares 1,297 (+13.6%) Est. Cost $46.92 Unrealized
UTZ UTZ BRANDS INC COM CL A 0.0%
Value ($000) $19 (+62.2%) Shares 1,811 (+89.8%) Est. Cost $12.48 Unrealized -13.6%
RL Ralph Lauren Corp Cl A 0.0%
Value ($000) $19 (+61.5%) Shares 53 (+43.2%) Est. Cost $266.32 Unrealized +27.7%
FNX First Trust Mid Cap Core Alpha DEX 0.0%
Value ($000) $349 (+2.1%) Shares 2,774 (+1.6%) Est. Cost $105.00 Unrealized
IBKR Interactive Brokers Group, Inc. 0.0%
Value ($000) $130 (-5.1%) Shares 2,021 (+1.6%) Est. Cost $42.16 Unrealized +58.7%
POOL Pool Corporation 0.0%
Value ($000) $29 (+31.7%) Shares 125 (+78.6%) Est. Cost $318.95 Unrealized -18.7%
ATGE Adtalem Global Education, Inc. 0.0%
Value ($000) $7 (+4468.8%) Shares 68 (+6700.0%) Est. Cost $114.71 Unrealized -0.2%
WAT Waters Corp 0.0%
Value ($000) $27 (+34.3%) Shares 71 (+6.0%) Est. Cost $324.07 Unrealized +13.5%
GL Global Life Inc 0.0%
Value ($000) $19 (+57.9%) Shares 134 (+61.4%) Est. Cost $111.19 Unrealized +21.8%
QDF FlexShares Trust Qlty Div Index Fund 0.0%
Value ($000) $229 (+3.1%) Shares 2,829 (+1.3%) Est. Cost $9.65 Unrealized
G Genpact Limited 0.0%
Value ($000) $33 (+25.3%) Shares 714 (+12.3%) Est. Cost $44.77 Unrealized -3.4%
NTST Netstreit Corp/sh 0.0%
Value ($000) $15 (+82.7%) Shares 823 (+87.0%) Est. Cost $16.52 Unrealized
IEX Idex Corp. 0.0%
Value ($000) $8 (+571.7%) Shares 43 (+514.3%) Est. Cost $175.70 Unrealized -2.8%
CASY Casey's General Stores Inc. 0.1%
Value ($000) $1,024 (-0.6%) Shares 1,853 (+1.6%) Est. Cost $313.75 Unrealized +75.2%
COHU Cohu Inc 0.0%
Value ($000) $19 (+51.6%) Shares 808 (+32.5%) Est. Cost $23.37 Unrealized -1.9%
LFUS Littel Fuse Inc 0.0%
Value ($000) $15 (+70.2%) Shares 61 (+74.3%) Est. Cost $231.28 Unrealized +10.1%
HIMS Hims & Hers Hea/Sh Cl A 0.0%
Value ($000) $7 (+842.9%) Shares 214 (+1546.2%) Est. Cost $43.34 Unrealized -1.2%
RAL Ralliant Corp/sh 0.0%
Value ($000) $20 (+45.0%) Shares 385 (+24.6%) Est. Cost $44.94 Unrealized +4.3%
MARB First Trust Exchange-Traded Fund Iii 0.0%
Value ($000) $48 (+14.7%) Shares 2,304 (+12.8%) Est. Cost $20.34 Unrealized
WAY Waystar Holding Corp 0.0%
Value ($000) $21 (+39.6%) Shares 653 (+61.6%) Est. Cost $38.06 Unrealized -6.4%
VFH MFC Vanguard Financials ETF 0.0%
Value ($000) $157 (+4.0%) Shares 1,179 (+2.3%) Est. Cost $94.55 Unrealized
KOMP Spdr S Tr/kensho New Economies Comp 0.0%
Value ($000) $16 (+57.6%) Shares 276 (+64.3%) Est. Cost $61.27 Unrealized
AXON Axon Enterprise, Inc 0.0%
Value ($000) $91 (-6.2%) Shares 160 (+18.5%) Est. Cost $540.82 Unrealized +14.7%
WTFC Wintrust Financial Corp 0.0%
Value ($000) $39 (+18.4%) Shares 276 (+12.2%) Est. Cost $96.22 Unrealized +38.2%
MRNA Moderna, Inc. 0.0%
Value ($000) $8 (+263.3%) Shares 280 (+218.2%) Est. Cost $43.66 Unrealized -37.8%
CON Concentra Group Holdings Parent Inc. 0.0%
Value ($000) $12 (+104.6%) Shares 594 (+117.6%) Est. Cost $20.54 Unrealized -2.8%
ASX ASE Tech Holding Co Ltd Sponsored Ads 0.0%
Value ($000) $9 (+175.0%) Shares 574 (+89.4%) Est. Cost $12.24 Unrealized
ALAB Astera Labs Inc/sh 0.0%
Value ($000) $15 (+61.3%) Shares 93 (+89.8%) Est. Cost $112.63 Unrealized +48.5%
SEIC SEI Investments CO 0.0%
Value ($000) $64 (+10.0%) Shares 784 (+13.8%) Est. Cost $60.81 Unrealized +34.4%
IESC IES Holdings In/Sh 0.0%
Value ($000) $7 (+364.6%) Shares 19 (+375.0%) Est. Cost $366.94 Unrealized +9.5%
CMG Chipotle Mexican Grill Inc Class A 0.0%
Value ($000) $261 (-2.1%) Shares 7,053 (+3.7%) Est. Cost $59.37 Unrealized -39.1%
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $36 (+18.7%) Shares 1,285 (+8.1%) Est. Cost $32.30 Unrealized -15.7%
XLB Sector SPDR Tr Shs Materials 0.0%
Value ($000) $357 (-1.5%) Shares 7,866 (+94.6%) Est. Cost $53.58 Unrealized
SYY Sysco Corp. 0.0%
Value ($000) $530 (+1.1%) Shares 7,199 (+12.9%) Est. Cost $52.55 Unrealized +43.7%
EXE Expand Energy Corp 0.0%
Value ($000) $19 (+39.8%) Shares 175 (+34.6%) Est. Cost $91.69 Unrealized +20.7%
SPSC SPS Commerce, Inc. 0.0%
Value ($000) $8 (+187.3%) Shares 94 (+235.7%) Est. Cost $102.95 Unrealized -9.9%
PLMR Palomar Holdings, Inc. 0.0%
Value ($000) $11 (+98.9%) Shares 81 (+72.3%) Est. Cost $140.74 Unrealized -13.3%
CPRT Copart Inc. 0.0%
Value ($000) $171 (+3.2%) Shares 4,363 (+18.6%) Est. Cost $44.42 Unrealized -6.7%
DIOD Diodes Inc. 0.0%
Value ($000) $18 (+41.0%) Shares 374 (+52.0%) Est. Cost $59.54 Unrealized -15.0%
CAVA Cava Grp Inc/sh 0.0%
Value ($000) $11 (+97.5%) Shares 185 (+103.3%) Est. Cost $71.11 Unrealized -21.6%
CSW CSW Industrials, Inc 0.0%
Value ($000) $19 (+37.6%) Shares 66 (+13.8%) Est. Cost $189.54 Unrealized +40.5%
AOA iShares Core Aggressive Allocation ETF 0.0%
Value ($000) $7 (+374.8%) Shares 75 (+368.8%) Est. Cost $88.01 Unrealized
AUB Atlantic Union Bankshares Corporation 0.0%
Value ($000) $25 (+26.2%) Shares 719 (+26.1%) Est. Cost $32.13 Unrealized +5.4%
EMN Eastman Chemical CO. 0.0%
Value ($000) $47 (+12.2%) Shares 739 (+10.8%) Est. Cost $83.48 Unrealized -26.9%
VIPS VIPSHOP HOLDINGS INC ADR 0.0%
Value ($000) $8 (+157.1%) Shares 471 (+185.5%) Est. Cost $18.04 Unrealized
CIEN Ciena Corporation New 0.0%
Value ($000) $12 (+74.2%) Shares 51 (+8.5%) Est. Cost $109.07 Unrealized +77.9%
ENS EnerSys 0.0%
Value ($000) $19 (+36.3%) Shares 129 (+4.9%) Est. Cost $87.31 Unrealized +52.8%
SIGI Selective Insurance Group Inc. 0.0%
Value ($000) $24 (+27.0%) Shares 283 (+23.0%) Est. Cost $79.19 Unrealized +0.6%
JPME J.p.morgan Investment Management Inc. 0.0%
Value ($000) $131 (+4.0%) Shares 1,209 (+3.8%) Est. Cost $102.69 Unrealized
ARLO Arlo Technologies, Inc. 0.0%
Value ($000) $7 (+218.0%) Shares 524 (+285.3%) Est. Cost $14.62 Unrealized +7.7%
CLH Clean Harbors 0.0%
Value ($000) $9 (+118.8%) Shares 39 (+116.7%) Est. Cost $227.91 Unrealized +0.3%
SHO Sunstone Hotel Investors, Inc. 0.0%
Value ($000) $15 (+47.8%) Shares 1,715 (+54.9%) Est. Cost $9.57 Unrealized
ELS Equity LifeStyle Properties, Inc. 0.0%
Value ($000) $8 (+183.6%) Shares 125 (+184.1%) Est. Cost $60.64 Unrealized
HLNE Hamilton Lane I/sh Cl B 0.0%
Value ($000) $25 (+24.1%) Shares 188 (+24.5%) Est. Cost $150.10 Unrealized -16.2%
PAYX Paychex Inc. 0.0%
Value ($000) $568 (-0.9%) Shares 5,067 (+12.0%) Est. Cost $78.74 Unrealized +48.0%
BKR Baker Hughes a GE Company 0.0%
Value ($000) $134 (-3.4%) Shares 2,947 (+3.3%) Est. Cost $36.11 Unrealized +31.1%
OBK Origin Bancorp Inc 0.0%
Value ($000) $16 (+43.7%) Shares 418 (+31.9%) Est. Cost $36.99 Unrealized -3.2%
BHE Benchmark Electronics, Inc 0.0%
Value ($000) $20 (+31.1%) Shares 467 (+18.2%) Est. Cost $33.82 Unrealized +27.6%
AYI Acuity Brands Inc 0.0%
Value ($000) $14 (+52.8%) Shares 38 (+46.2%) Est. Cost $319.20 Unrealized +13.2%
HRL Hormel Foods Corp 0.0%
Value ($000) $5 (+579.3%) Shares 227 (+609.4%) Est. Cost $24.65 Unrealized -5.5%
BWXT BWX Technologies Inc 0.0%
Value ($000) $10 (+88.8%) Shares 56 (+100.0%) Est. Cost $146.92 Unrealized +27.6%
SLP Simulations Plus Inc. 0.0%
Value ($000) $11 (+71.3%) Shares 602 (+41.6%) Est. Cost $20.49 Unrealized -14.4%
XLE Select Sector SPDR Tr Energy 0.1%
Value ($000) $737 (-0.6%) Shares 16,480 (+98.6%) Est. Cost $61.25 Unrealized
ING ING Groep NV Sponsored ADR 0.0%
Value ($000) $47 (+10.7%) Shares 1,676 (+3.1%) Est. Cost $24.20 Unrealized
IVZ Invesco Ltd Shares 0.0%
Value ($000) $22 (+25.6%) Shares 841 (+9.6%) Est. Cost $16.33 Unrealized +49.0%
SGI Tempur Pedic International Inc. 0.0%
Value ($000) $48 (+10.2%) Shares 535 (+4.1%) Est. Cost $53.02 Unrealized +64.8%
PCTY Paylocity Holding Corporation 0.0%
Value ($000) $6 (+342.9%) Shares 37 (+362.5%) Est. Cost $153.89 Unrealized -3.3%
BCPC Balchem Corp. 0.0%
Value ($000) $20 (+28.3%) Shares 128 (+25.5%) Est. Cost $143.19 Unrealized +6.0%
EIPX First Trust Exchange-Traded Fund Iv 0.0%
Value ($000) $37 (+13.3%) Shares 1,382 (+12.2%) Est. Cost $26.20 Unrealized
IMCV iShares Morningstar Mid-Cap Value ETF 0.0%
Value ($000) $70 (+6.5%) Shares 854 (+3.9%) Est. Cost $75.62 Unrealized
CPA COPA Holdings S A Class A 0.0%
Value ($000) $16 (+36.0%) Shares 130 (+34.0%) Est. Cost $104.27 Unrealized +16.3%
HST Host Hotels 0.0%
Value ($000) $16 (+33.8%) Shares 927 (+28.4%) Est. Cost $15.72 Unrealized +7.7%
GD General Dynamics Corp. 0.1%
Value ($000) $1,354 (+0.3%) Shares 4,023 (+1.6%) Est. Cost $165.46 Unrealized +106.0%
RTO Rentokil Initial PLC ADR 0.0%
Value ($000) $9 (+81.7%) Shares 299 (+55.7%) Est. Cost $26.65 Unrealized
TMDX Transmedics Group Inc 0.0%
Value ($000) $10 (+61.7%) Shares 85 (+49.1%) Est. Cost $118.47 Unrealized +5.9%
KFY Korn/Ferry International Inc. 0.0%
Value ($000) $29 (+15.7%) Shares 438 (+22.7%) Est. Cost $63.19 Unrealized +5.8%
WPM Wheaton Precious Metal Corp 0.0%
Value ($000) $11 (+54.3%) Shares 94 (+46.9%) Est. Cost $66.76 Unrealized +60.4%
NOW ServiceNow, Inc. 0.1%
Value ($000) $654 (+0.6%) Shares 4,270 (+504.0%) Est. Cost $170.06 Unrealized +0.9%
KBWB Invesco Exchange KBS BK ETF 0.0%
Value ($000) $36 (+11.9%) Shares 429 (+3.9%) Est. Cost $59.25 Unrealized
KFRC Kforce Inc 0.0%
Value ($000) $14 (+39.1%) Shares 437 (+34.9%) Est. Cost $43.90 Unrealized -33.0%
OPEN Opendoor Technologies Inc. 0.0%
Value ($000) $9 (+66.8%) Shares 1,610 (+128.0%) Est. Cost $5.94 Unrealized +23.0%
FPXI First Trust International Equity Oppt ETF 0.0%
Value ($000) $79 (+4.9%) Shares 1,342 (+6.3%) Est. Cost $53.57 Unrealized
BRO Brown & Brown Inc. 0.0%
Value ($000) $91 (-3.9%) Shares 1,147 (+13.1%) Est. Cost $70.27 Unrealized +18.6%
DORM DormanProducts, Inc. 0.0%
Value ($000) $22 (-14.3%) Shares 179 (+8.5%) Est. Cost $119.14 Unrealized +13.3%
MBWM Mercantile Bank Corp. 0.0%
Value ($000) $13 (+39.9%) Shares 263 (+30.8%) Est. Cost $40.34 Unrealized +13.7%
ICFI ICF International Inc 0.0%
Value ($000) $26 (+16.5%) Shares 299 (+26.7%) Est. Cost $92.46 Unrealized -8.2%
MC Moelis & Company 0.0%
Value ($000) $46 (+8.3%) Shares 673 (+12.4%) Est. Cost $52.87 Unrealized +24.4%
Columbia Seligman Premium Tech Growth Fd 0.0%
Value ($000) $47 (+8.0%) Shares 1,288 (+3.7%) Est. Cost $24.35 Unrealized
ETHA Ishares Ethereum Trust (the) 0.0%
Value ($000) $6 (+129.3%) Shares 277 (+222.1%) Est. Cost $19.76 Unrealized
BIO Bio Rad Labs Inc Cl A 0.0%
Value ($000) $9 (+62.1%) Shares 30 (+50.0%) Est. Cost $415.90 Unrealized -25.0%
UUUU Energy Fuels In/sh New 0.0%
Value ($000) $7 (+89.4%) Shares 500 (+100.0%) Est. Cost $13.79 Unrealized +23.0%
SONY Sony Corp ADR 0.0%
Value ($000) $111 (-2.9%) Shares 4,341 (+9.2%) Est. Cost $31.23 Unrealized
AEE Ameren Corp. 0.0%
Value ($000) $185 (+1.8%) Shares 1,849 (+6.4%) Est. Cost $89.34 Unrealized +14.2%
CIBR First Trust NASDAQ Cybersecurity ETF 0.0%
Value ($000) $318 (+1.0%) Shares 4,445 (+7.5%) Est. Cost $58.76 Unrealized
LKQ LKQ Corp 0.0%
Value ($000) $55 (+6.3%) Shares 1,812 (+7.5%) Est. Cost $40.38 Unrealized -25.8%
KD Kyndryl Holdings, Inc. 0.0%
Value ($000) $34 (-8.7%) Shares 1,281 (+3.2%) Est. Cost $26.77 Unrealized +1.3%
GOLF Acushnet Holdings Corp. 0.0%
Value ($000) $23 (+16.5%) Shares 283 (+14.6%) Est. Cost $61.69 Unrealized +31.6%
NTR Nutrien LTD 0.0%
Value ($000) $19 (+19.2%) Shares 314 (+13.4%) Est. Cost $76.55 Unrealized -23.1%
EQR Equity Residential 0.0%
Value ($000) $6 (+125.5%) Shares 88 (+131.6%) Est. Cost $63.04 Unrealized -3.8%
ESE Esco Technologies 0.0%
Value ($000) $33 (+10.2%) Shares 169 (+19.0%) Est. Cost $165.23 Unrealized +27.5%
FNF Fidelity National Financial, Inc. 0.0%
Value ($000) $44 (-6.4%) Shares 811 (+3.7%) Est. Cost $44.34 Unrealized +23.5%
TTAN Servicetitan In/sh Cl A 0.0%
Value ($000) $7 (+72.6%) Shares 67 (+63.4%) Est. Cost $97.26 Unrealized +0.4%
OMF OneMain Holdings Inc. 0.0%
Value ($000) $16 (+23.3%) Shares 233 (+3.1%) Est. Cost $40.78 Unrealized +49.1%
CACI CACI International Inc. Class A 0.0%
Value ($000) $14 (+25.4%) Shares 27 (+17.4%) Est. Cost $372.02 Unrealized +51.9%
ATHM Autohome Inc. 0.0%
Value ($000) $4 (+216.8%) Shares 191 (+306.4%) Est. Cost $23.68 Unrealized
CMC Commercial Metals CO 0.0%
Value ($000) $9 (+44.2%) Shares 136 (+19.3%) Est. Cost $46.93 Unrealized +32.9%
IDA Idacorp, Inc. 0.0%
Value ($000) $24 (+13.2%) Shares 188 (+18.2%) Est. Cost $115.77 Unrealized +12.4%
REG Regency Realty Corp 0.0%
Value ($000) $6 (+74.5%) Shares 94 (+84.3%) Est. Cost $62.26 Unrealized +11.6%
ATO Atmos Energy Corp 0.0%
Value ($000) $63 (+4.6%) Shares 373 (+6.6%) Est. Cost $118.81 Unrealized +45.0%
BLKB BlackBaud Inc 0.0%
Value ($000) $17 (+20.0%) Shares 262 (+21.9%) Est. Cost $66.16 Unrealized -6.5%
EQNR EQUINOR ASA 0.0%
Value ($000) $16 (+21.1%) Shares 667 (+24.9%) Est. Cost $24.24 Unrealized
INDA iShares MSCI India 0.0%
Value ($000) $32 (+9.4%) Shares 586 (+5.4%) Est. Cost $55.32 Unrealized
AES AES Corp. 0.0%
Value ($000) $24 (+12.5%) Shares 1,695 (+3.3%) Est. Cost $16.85 Unrealized -16.7%
NOV Nov Inc 0.0%
Value ($000) $3 (+413.7%) Shares 209 (+335.4%) Est. Cost $16.25 Unrealized -8.7%
STC Stewart Info Svcs Corp 0.0%
Value ($000) $21 (+14.2%) Shares 299 (+19.1%) Est. Cost $62.48 Unrealized +15.3%
BRX Brixmor Property Group, Inc. 0.0%
Value ($000) $9 (+39.1%) Shares 348 (+46.8%) Est. Cost $26.44 Unrealized
AUR Aurora Innovation Inc 0.0%
Value ($000) $13 (+25.5%) Shares 3,287 (+76.2%) Est. Cost $4.73 Unrealized -3.2%
MUFG Mitsubishi Group 0.0%
Value ($000) $47 (+5.7%) Shares 2,972 (+6.3%) Est. Cost $12.70 Unrealized
CTS CTS Corporation 0.0%
Value ($000) $12 (+26.5%) Shares 284 (+17.8%) Est. Cost $39.22 Unrealized +6.8%
SKYY First Trust Cloud Computing ETF 0.0%
Value ($000) $395 (-0.6%) Shares 3,034 (+2.7%) Est. Cost $102.09 Unrealized
WD Walker & Dunlap Inc 0.0%
Value ($000) $10 (+32.4%) Shares 173 (+84.0%) Est. Cost $76.46 Unrealized -7.8%
SPLV Invesco Exchange S & P 500 Low 0.0%
Value ($000) $490 (-0.5%) Shares 6,866 (+2.4%) Est. Cost $59.52 Unrealized
FELE Franklin Electric Company 0.0%
Value ($000) $15 (+20.1%) Shares 158 (+19.7%) Est. Cost $85.83 Unrealized +10.8%
EVTR Morgan Stanley /Eaton Vance Total R 0.0%
Value ($000) $180 (+1.4%) Shares 3,488 (+1.3%) Est. Cost $51.45 Unrealized
ALLE Allegion PLC 0.0%
Value ($000) $62 (-3.8%) Shares 391 (+7.1%) Est. Cost $126.04 Unrealized +32.2%
CPK Chesapeake Utilities Corporation 0.0%
Value ($000) $18 (+16.0%) Shares 144 (+25.2%) Est. Cost $121.17 Unrealized +8.4%
CW Curtiss-Wright Corp DE 0.0%
Value ($000) $15 (+18.5%) Shares 28 (+16.7%) Est. Cost $367.49 Unrealized +51.7%
MMI Marcus & Millichap Inc 0.0%
Value ($000) $19 (+13.9%) Shares 708 (+22.5%) Est. Cost $32.99 Unrealized -12.3%
IR Ingersoll-Rand Inc 0.0%
Value ($000) $144 (+1.7%) Shares 1,814 (+6.0%) Est. Cost $65.29 Unrealized +20.9%
PBA Pembina Pipeline Corporation 0.0%
Value ($000) $26 (+9.5%) Shares 695 (+16.4%) Est. Cost $37.42 Unrealized +2.8%
CASS Cass Information Systems Inc. 0.0%
Value ($000) $12 (+23.4%) Shares 291 (+16.9%) Est. Cost $38.48 Unrealized +5.2%
SJNK SPDR BarCap ST High Yield Bond 0.0%
Value ($000) $53 (+4.4%) Shares 2,093 (+5.6%) Est. Cost $25.04 Unrealized
SHG Shinhan Financial Group 0.0%
Value ($000) $9 (+31.4%) Shares 174 (+23.4%) Est. Cost $45.00 Unrealized
FDN First Trust Exchange Dow Jones 0.0%
Value ($000) $232 (-0.9%) Shares 863 (+3.0%) Est. Cost $243.69 Unrealized
GUNR FlexShares Morningstar Global Up ETF 0.0%
Value ($000) $5 (+70.9%) Shares 111 (+63.2%) Est. Cost $41.81 Unrealized
ITGR Integer Holdings Corp 0.0%
Value ($000) $20 (-9.2%) Shares 256 (+19.6%) Est. Cost $91.77 Unrealized -13.2%
NTRS Northern Trust Corp. 0.0%
Value ($000) $38 (+5.7%) Shares 275 (+4.2%) Est. Cost $83.73 Unrealized +56.1%
LDOS Leidos Holdings, Inc. 0.0%
Value ($000) $57 (+3.7%) Shares 315 (+8.6%) Est. Cost $115.73 Unrealized +63.4%
Advent Claymore Conv Secs & Inc Fd 0.0%
Value ($000) $258 (+0.8%) Shares 20,558 (+2.8%) Est. Cost $12.78 Unrealized
CP CANADIAN PACIFIC KANSAS CITY LTD 0.0%
Value ($000) $4 (+105.6%) Shares 52 (+108.0%) Est. Cost $75.04 Unrealized -1.9%
NI NiSource Inc. 0.0%
Value ($000) $104 (-1.9%) Shares 2,479 (+1.8%) Est. Cost $37.13 Unrealized +14.8%
ALG Alamo Group, Inc. 0.0%
Value ($000) $18 (+11.5%) Shares 109 (+26.7%) Est. Cost $197.30 Unrealized -11.9%
FE Firstenergy Corp. 0.0%
Value ($000) $196 (+1.0%) Shares 4,377 (+3.3%) Est. Cost $37.84 Unrealized +20.8%
ADT Adt Inc De/sh 0.0%
Value ($000) $5 (+59.9%) Shares 604 (+72.6%) Est. Cost $8.11 Unrealized +2.0%
GII SPDR Index Shs Fds FTSE / MacQuarie Glbl 0.0%
Value ($000) $11 (+17.5%) Shares 162 (+17.4%) Est. Cost $56.42 Unrealized
MTDR Matador Resources CO. 0.0%
Value ($000) $10 (+20.6%) Shares 231 (+27.6%) Est. Cost $51.70 Unrealized -18.8%
CPAY Corpay Inc/sh Cl B 0.0%
Value ($000) $5 (+48.0%) Shares 17 (+41.7%) Est. Cost $315.23 Unrealized -7.9%
INSW International Seaways, Inc. 0.0%
Value ($000) $9 (+22.8%) Shares 183 (+16.6%) Est. Cost $39.99 Unrealized +22.1%
HMC Honda Motor Ltd 0.0%
Value ($000) $13 (+14.6%) Shares 430 (+19.8%) Est. Cost $29.17 Unrealized
FMC FMC Corporation 0.0%
Value ($000) $8 (-17.4%) Shares 545 (+100.4%) Est. Cost $35.95 Unrealized -47.3%
GPRE Green Plains In/sh Sh 0.0%
Value ($000) $5 (+41.6%) Shares 537 (+27.0%) Est. Cost $7.78 Unrealized +29.4%
POWI Power Integrations Inc. 0.0%
Value ($000) $11 (+16.5%) Shares 307 (+31.8%) Est. Cost $52.83 Unrealized -28.5%
CDNS Cadence Design System 0.0%
Value ($000) $265 (-0.6%) Shares 848 (+11.7%) Est. Cost $253.45 Unrealized +28.7%
CMS CMS Energy Corp 0.0%
Value ($000) $113 (-1.3%) Shares 1,615 (+3.4%) Est. Cost $64.58 Unrealized +12.3%
PDD Pinduoduo Inc. 0.0%
Value ($000) $16 (+10.0%) Shares 141 (+28.2%) Est. Cost $113.01 Unrealized
GFL Gfl Environmental Inc. 0.0%
Value ($000) $17 (+8.8%) Shares 407 (+20.1%) Est. Cost $45.20 Unrealized -1.2%
ENOV Enovis Corp/sh New 0.0%
Value ($000) $16 (+9.9%) Shares 587 (+25.2%) Est. Cost $37.38 Unrealized -21.0%
ZETA Zeta Global Holdings Corp 0.0%
Value ($000) $7 (+26.1%) Shares 330 (+23.1%) Est. Cost $18.02 Unrealized +3.7%
GLPI Gaming and Leisure Properties Inc. 0.0%
Value ($000) $28 (+5.1%) Shares 628 (+9.6%) Est. Cost $50.23 Unrealized
PENG Penguin Solutions Inc. 0.0%
Value ($000) $8 (-14.7%) Shares 393 (+14.6%) Est. Cost $24.08 Unrealized -11.0%
APLE Apple Hospitality REIT Inc Com 0.0%
Value ($000) $10 (+15.3%) Shares 841 (+16.8%) Est. Cost $12.92 Unrealized
NPO Enpro Industries, Inc 0.0%
Value ($000) $32 (-4.0%) Shares 149 (+1.4%) Est. Cost $160.89 Unrealized +37.5%
CHTR Charter Communications, Inc. New Cl A 0.0%
Value ($000) $20 (-6.1%) Shares 94 (+23.7%) Est. Cost $394.23 Unrealized -42.9%
POST Post Holdings, Inc. 0.0%
Value ($000) $312 (-0.4%) Shares 3,147 (+8.1%) Est. Cost $53.53 Unrealized +93.4%
RKLB Rocket Lab Corp/Sh 0.0%
Value ($000) $2 (+378.8%) Shares 23 (+228.6%) Est. Cost $53.68 Unrealized +6.8%
ESNT Essent Group LTD 0.0%
Value ($000) $8 (+19.9%) Shares 116 (+17.2%) Est. Cost $57.29 Unrealized +8.4%
ONON On Holding/regsh Cl-a Chf0.1 0.0%
Value ($000) $3 (+71.4%) Shares 64 (+56.1%) Est. Cost $45.02 Unrealized -4.3%
RBLX Roblox Corporation 0.0%
Value ($000) $5 (+36.5%) Shares 56 (+133.3%) Est. Cost $94.27 Unrealized +12.6%
SW Smrf Wst/shs Vtg Fpd Usd 0.001000 0.0%
Value ($000) $4 (+46.9%) Shares 97 (+61.7%) Est. Cost $43.21 Unrealized -11.8%
WTW Willis Towers Watson, PLC 0.0%
Value ($000) $91 (+1.3%) Shares 278 (+6.5%) Est. Cost $219.44 Unrealized +48.8%
TAP Molson Coors Brewing Company Cl B 0.0%
Value ($000) $21 (+5.7%) Shares 460 (+2.4%) Est. Cost $53.83 Unrealized -14.9%
AVB Avalon Bay Communities Inc. 0.0%
Value ($000) $29 (-3.7%) Shares 161 (+2.5%) Est. Cost $167.75 Unrealized +7.2%
OBDC Blue Owl Capital Corporation 0.0%
Value ($000) $50 (+2.3%) Shares 4,000 (+5.1%) Est. Cost $12.96 Unrealized -4.7%
Adams Diversified Equity Fund, Inc. 0.0%
Value ($000) $18 (+6.5%) Shares 783 (+1.8%) Est. Cost $16.70 Unrealized
LGIH LGI Homes Inc 0.0%
Value ($000) $9 (+14.5%) Shares 204 (+37.8%) Est. Cost $68.64 Unrealized -31.7%
ASO Academy Sports And Outdoors Inc 0.0%
Value ($000) $6 (+21.6%) Shares 123 (+21.8%) Est. Cost $50.77 Unrealized -2.5%
GPK Graphic Packaging Holding CO. 0.0%
Value ($000) $12 (+9.5%) Shares 814 (+42.3%) Est. Cost $20.66 Unrealized -20.4%
APA APA Corp 0.0%
Value ($000) $11 (+10.7%) Shares 432 (+9.9%) Est. Cost $24.29 Unrealized -0.6%
BBWI Bath & Body Works Inc 0.0%
Value ($000) $4 (+31.9%) Shares 203 (+69.2%) Est. Cost $28.92 Unrealized -24.9%
ITRN Ituran Location and Control Ltd. 0.0%
Value ($000) $3 (+44.1%) Shares 73 (+19.7%) Est. Cost $38.01 Unrealized +3.2%
PAC Grupo Aeroportuario Del Pacifico Sab De Cv 0.0%
Value ($000) $2 (+66.8%) Shares 9 (+50.0%) Est. Cost $246.00 Unrealized
QDEL Quidelortho Corporation 0.0%
Value ($000) $2 (+81.5%) Shares 73 (+87.2%) Est. Cost $32.02 Unrealized -15.4%
TW Tradeweb Mkts Inc Cl A 0.1%
Value ($000) $905 (-0.1%) Shares 8,413 (+3.1%) Est. Cost $82.84 Unrealized +29.6%
VDE Vanguard Energy VIPERs 0.0%
Value ($000) $4 (+31.4%) Shares 30 (+30.4%) Est. Cost $124.76 Unrealized
BXP Boston PPTYs Inc 0.0%
Value ($000) $10 (-8.0%) Shares 154 (+1.3%) Est. Cost $58.24 Unrealized +20.8%
SLGN Silgan Holdings Inc. 0.0%
Value ($000) $10 (+9.7%) Shares 250 (+16.8%) Est. Cost $48.84 Unrealized -16.9%
HPE Hewlett Packard Enterprises Company 0.0%
Value ($000) $216 (-0.4%) Shares 8,996 (+1.9%) Est. Cost $15.98 Unrealized +46.7%
Dayforce Inc/sh Cl B 0.0%
Value ($000) $4 (+22.1%) Shares 62 (+21.6%) Est. Cost $63.41 Unrealized +8.6%
TFLR T. Rowe Price Exchangetraded Funds Inc 0.0%
Value ($000) $2 (+69.9%) Shares 34 (+70.0%) Est. Cost $51.42 Unrealized
VLTO Veralto Corp/sh 0.0%
Value ($000) $93 (-0.8%) Shares 931 (+6.0%) Est. Cost $82.43 Unrealized +22.5%
AMN AMN Healthcare Services, Inc. 0.0%
Value ($000) $7 (+11.8%) Shares 419 (+37.4%) Est. Cost $34.02 Unrealized -47.5%
TOST Toast Inc/sh Cl A 0.0%
Value ($000) $11 (+6.8%) Shares 302 (+9.8%) Est. Cost $30.18 Unrealized +19.5%
QTWO Q2 Holdings, Inc. 0.0%
Value ($000) $15 (+4.9%) Shares 202 (+5.2%) Est. Cost $50.82 Unrealized +35.1%
DOCU DocuSign, Inc. 0.0%
Value ($000) $46 (-1.5%) Shares 672 (+3.9%) Est. Cost $65.07 Unrealized +6.3%
Nuveen Churchill Private Cap Income Fund Cl S 0.0%
Value ($000) $50 (+1.4%) Shares 2,054 (+2.1%) Est. Cost $24.56 Unrealized
INVH Invitation Homes Inc. 0.0%
Value ($000) $4 (+20.0%) Shares 138 (+26.6%) Est. Cost $31.01 Unrealized -10.8%
India Fund Inc. 0.0%
Value ($000) $16 (-3.8%) Shares 1,172 (+2.8%) Est. Cost $13.63 Unrealized
INDS Pacer Funds Tr/Benchmark Indl Rl E 0.0%
Value ($000) $2 (+56.3%) Shares 46 (+58.6%) Est. Cost $36.89 Unrealized
UMBF UMB Financial Corp 0.0%
Value ($000) $26 (+2.2%) Shares 223 (+5.2%) Est. Cost $97.68 Unrealized +16.0%
NWL Newell Rubbermaid Inc. 0.0%
Value ($000) $7 (+8.5%) Shares 1,910 (+52.8%) Est. Cost $11.42 Unrealized -65.1%
CYD China Yuchai International 0.0%
Value ($000) $5 (+13.2%) Shares 128 (+32.0%) Est. Cost $31.73 Unrealized +14.9%
HSIC Henry Schein Inc. 0.0%
Value ($000) $2 (+49.4%) Shares 21 (+31.3%) Est. Cost $71.56 Unrealized -1.7%
FLBL Franklin Temple/liberty Sr Ln Etf 0.0%
Value ($000) $50 (-1.0%) Shares 2,140 (+1.5%) Est. Cost $24.09 Unrealized
PSK SPDR Wells Fargo Preferred Stk. ETF 0.0%
Value ($000) $421 (+0.1%) Shares 13,270 (+4.5%) Est. Cost $34.23 Unrealized
CTOS Custom Truck One Source Cl A 0.0%
Value ($000) $7 (+7.3%) Shares 1,171 (+19.6%) Est. Cost $6.05 Unrealized +0.9%
EEFT Euronet Worldwide Inc. 0.0%
Value ($000) $13 (-3.3%) Shares 174 (+11.5%) Est. Cost $102.14 Unrealized -23.7%
HYGH iShares Int Rate Hedged High Yld Bd ETF 0.0%
Value ($000) $22 (+2.1%) Shares 252 (+2.9%) Est. Cost $86.45 Unrealized
TIGO Millicom International Cellular S.a. 0.0%
Value ($000) $3 (+18.4%) Shares 47 (+4.4%) Est. Cost $44.16 Unrealized +14.0%
XYL Xylem Inc 0.0%
Value ($000) $68 (+0.6%) Shares 500 (+8.9%) Est. Cost $123.09 Unrealized +16.6%
MCRI Monarch Casino & Resort, Inc. 0.0%
Value ($000) $20 (-1.9%) Shares 205 (+8.5%) Est. Cost $83.77 Unrealized +14.8%
MRP Millrose Properties Inc. 0.0%
Value ($000) $4 (-9.0%) Shares 127 (+2.4%) Est. Cost $26.53 Unrealized
EVRG Evergy Inc 0.0%
Value ($000) $35 (+0.8%) Shares 482 (+5.7%) Est. Cost $57.90 Unrealized +30.3%
SPLB SPDR Barclays Long Corp Term Bond ETF 0.0%
Value ($000) $177 (-0.2%) Shares 7,829 (+2.2%) Est. Cost $25.23 Unrealized
IBIT Ishares Bitcoin/shs Ben Int 0.0%
Value ($000) $6 (-4.5%) Shares 115 (+25.0%) Est. Cost $47.38 Unrealized
LEU Centrus Energy/sh Cl B 0.0%
Value ($000) $7 (-3.9%) Shares 27 (+22.7%) Est. Cost $236.16 Unrealized +27.9%
CBSH Commerce Bancshares, Inc. 0.0%
Value ($000) $2 (-9.8%) Shares 35 (+2.9%) Est. Cost $54.82 Unrealized -4.9%
WYNN Wynn Resorts Ltd. 0.0%
Value ($000) $7 (+2.5%) Shares 59 (+9.3%) Est. Cost $101.46 Unrealized +21.8%
CRMD Cormedix Inc/sh Sh 0.0%
Value ($000) $5 (+3.2%) Shares 449 (+3.2%) Est. Cost $12.06 Unrealized -8.3%
SKYW SkyWest Inc. 0.0%
Value ($000) $18 (+0.9%) Shares 184 (+1.1%) Est. Cost $79.58 Unrealized +25.8%
PNR Pentair PLC 0.0%
Value ($000) $30 (-0.1%) Shares 291 (+6.2%) Est. Cost $98.74 Unrealized +8.1%
FLD Fold Holdings Inc. 0.0%
Value ($000) $2 (+1.5%) Shares 750 (+50.0%) Est. Cost $3.96 Unrealized -16.5%
NFRA FlexShares STOXX Global Broad Infras ETF 0.0%
Value ($000) $7 (+0.3%) Shares 111 (+3.7%) Est. Cost $57.84 Unrealized
BWIN BRP GROUP INC COM CL A 0.0%
Value ($000) $10 (-0.2%) Shares 430 (+17.2%) Est. Cost $29.32 Unrealized -13.1%
BN Brookfield Corporation 0.0%
Value ($000) $45 (-0.0%) Shares 977 (+49.4%) Est. Cost $30.70 Unrealized +48.4%
BNT Brookfield Wealth Solutions Ltd. 0.0%
Value ($000) $1 (+0.9%) Shares 15 (+50.0%) Est. Cost $36.07 Unrealized +26.4%

Exited Positions (163)

Kellanova 0.0%
Value ($000) $484 Shares 5,896 Est. Cost $49.05 Unrealized +68.5%
Unilever PLC ADR 0.0%
Value ($000) $446 Shares 7,515 Est. Cost $52.75 Unrealized
Total Energies SE ADR 0.0%
Value ($000) $286 Shares 4,799 Est. Cost $48.08 Unrealized
JSI Janus Detroit S/henderson Securitiz 0.0%
Value ($000) $261 Shares 5,000 Est. Cost $51.90 Unrealized
RGTI Rigetti Computing Inc 0.0%
Value ($000) $228 Shares 7,648 Est. Cost $17.53 Unrealized +86.0%
iShares iBonds Dec 2025 Corporate ETF 0.0%
Value ($000) $211 Shares 8,359 Est. Cost $24.70 Unrealized
GVAL Cambria Global Value ETF 0.0%
Value ($000) $181 Shares 6,206 Est. Cost $27.39 Unrealized
Invesco Exch Trd Slf Idx Fd Tr Bulshs 2025 Mu 0.0%
Value ($000) $166 Shares 6,775 Est. Cost $1.66 Unrealized
GSWO Goldman Sachs E/activebeta World Lo 0.0%
Value ($000) $166 Shares 2,911 Est. Cost $56.44 Unrealized
Mr Cooper Group Inc 0.0%
Value ($000) $165 Shares 783 Est. Cost $208.70 Unrealized
Invesco BulletShares 2025 Corporate Bond ETF 0.0%
Value ($000) $162 Shares 7,816 Est. Cost $20.40 Unrealized
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 0.0%
Value ($000) $151 Shares 4,266 Est. Cost $31.30 Unrealized
RSPU Invesco Exchang/s&p 500 Equal Weigh 0.0%
Value ($000) $134 Shares 1,748 Est. Cost $79.22 Unrealized
KCE SPDR Ser Tr KBW Cap Mkts ETF 0.0%
Value ($000) $132 Shares 861 Est. Cost $129.56 Unrealized
EMBD Glb X Funds/Emerging Mkts Bd Etf 0.0%
Value ($000) $123 Shares 5,175 Est. Cost $23.79 Unrealized
KXI Ishares Trust S&P Global Consumer Staples 0.0%
Value ($000) $110 Shares 1,716 Est. Cost $63.42 Unrealized
YLD Principal Active Income ETF 0.0%
Value ($000) $102 Shares 5,238 Est. Cost $19.37 Unrealized
Ishares Tr/ibonds Dec 2025 Term T E 0.0%
Value ($000) $100 Shares 4,295 Est. Cost $16.98 Unrealized
BSJP Invesco Bulletshares 2025 High Yield Bind ETF 0.0%
Value ($000) $100 Shares 4,347 Est. Cost $22.57 Unrealized
FXR First Trust Indust/Producer Dur AlphaDEX 0.0%
Value ($000) $83 Shares 1,066 Est. Cost $67.30 Unrealized
VLUE iShares Edge MSCI USA Value Factor 0.0%
Value ($000) $80 Shares 643 Est. Cost $95.76 Unrealized
IBTH Ishares Tr/ibonds Dec 2027 Term T E 0.0%
Value ($000) $76 Shares 3,366 Est. Cost $22.66 Unrealized
IBTG Ishares Tr/ibonds Dec 2026 Term T E 0.0%
Value ($000) $76 Shares 3,293 Est. Cost $23.08 Unrealized
Interpublic Group Companies Inc. 0.0%
Value ($000) $70 Shares 2,505 Est. Cost $27.45 Unrealized -5.4%
PTMC Pacer Trendpilot 450 ETF 0.0%
Value ($000) $67 Shares 1,883 Est. Cost $34.64 Unrealized
Ishares Tr/ibonds 2025 Term High Yi 0.0%
Value ($000) $54 Shares 2,319 Est. Cost $23.25 Unrealized
IYG Ishares Tr Dow Jones US Finl Svcs Index Fd 0.0%
Value ($000) $51 Shares 570 Est. Cost $63.92 Unrealized
WLDN Willdan Grp Inc/sh 0.0%
Value ($000) $48 Shares 500 Est. Cost $94.65 Unrealized +4.0%
IPO Renaissance IPO ETF 0.0%
Value ($000) $45 Shares 911 Est. Cost $49.56 Unrealized
EIPI First Trust Exchange-Traded Fund Viii 0.0%
Value ($000) $45 Shares 2,267 Est. Cost $19.82 Unrealized
IXC IShares S&P Global Energy Sector 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $39.26 Unrealized
Nuveen NASDAQ 100 Dynamic Overwrite Fd 0.0%
Value ($000) $41 Shares 1,500 Est. Cost $7.50 Unrealized
MHO M/I Homes, Inc 0.0%
Value ($000) $38 Shares 262 Est. Cost $135.28 Unrealized -2.3%
TECK Teck Cominco Ltd Cl B 0.0%
Value ($000) $35 Shares 800 Est. Cost $38.94 Unrealized +11.2%
FIDU Fid Covington T/MSCI Indl Ix Etf 0.0%
Value ($000) $30 Shares 369 Est. Cost $81.94 Unrealized
QURE UniQure B.V./sh Vtg Fpd 0.0%
Value ($000) $28 Shares 485 Est. Cost $18.16 Unrealized +112.5%
GBDC Golub Capital BDC, Inc. 0.0%
Value ($000) $27 Shares 2,000 Est. Cost $11.28 Unrealized +20.0%
FXH First Trust Health Care AlphaDEX 0.0%
Value ($000) $24 Shares 218 Est. Cost $103.56 Unrealized
ARR Armour Residential REIT Inc 0.0%
Value ($000) $22 Shares 1,500 Est. Cost $18.86 Unrealized
BILZ Pimco ETF Tr/Ultra Short Govt Activ 0.0%
Value ($000) $21 Shares 207 Est. Cost $101.20 Unrealized
QSR Restaurant Brands International, Inc. 0.0%
Value ($000) $21 Shares 322 Est. Cost $67.32 Unrealized +2.4%
VRAI Etfis S Tr I/virtus Rl Asset In Etf 0.0%
Value ($000) $19 Shares 791 Est. Cost $22.79 Unrealized
Aris Water Solutions Inc 0.0%
Value ($000) $19 Shares 760 Est. Cost $32.04 Unrealized
Verona Pharma P/s Adr 0.0%
Value ($000) $18 Shares 169 Est. Cost $32.10 Unrealized
QQXT First Trust Exchange-traded Fund Iii 0.0%
Value ($000) $18 Shares 182 Est. Cost $98.80 Unrealized
PRMB Primo Brands Co/sh Cl A 0.0%
Value ($000) $15 Shares 695 Est. Cost $31.97 Unrealized -42.2%
Cia Paranaense De Energia Copel 0.0%
Value ($000) $15 Shares 1,550 Est. Cost $9.80 Unrealized
Hanesbrands Inc. 0.0%
Value ($000) $14 Shares 2,161 Est. Cost $8.69 Unrealized
GLXY Galaxy Digital /sh Cl A 0.0%
Value ($000) $14 Shares 415 Est. Cost $26.97 Unrealized +14.9%
DCRE Doubleline Etf /coml Rl Est Etf 0.0%
Value ($000) $14 Shares 268 Est. Cost $51.46 Unrealized
GH Guardant Health Inc 0.0%
Value ($000) $13 Shares 214 Est. Cost $48.98 Unrealized +82.6%
ADPT Adaptive Biotechnologies Corporation 0.0%
Value ($000) $13 Shares 880 Est. Cost $9.40 Unrealized +73.5%
BLFS BioLife Solutions, Inc. 0.0%
Value ($000) $13 Shares 512 Est. Cost $20.31 Unrealized +28.8%
FSS Federal Signal Corp. 0.0%
Value ($000) $13 Shares 109 Est. Cost $79.47 Unrealized +43.9%
IMFL Invesco Exchange-traded Self-indexed Fund Tru 0.0%
Value ($000) $13 Shares 468 Est. Cost $27.68 Unrealized
SRAD Sportradar Grp/regsh Cl-a Chf0.1 0.0%
Value ($000) $13 Shares 468 Est. Cost $27.37 Unrealized
SM SM Energy Company 0.0%
Value ($000) $13 Shares 503 Est. Cost $29.47 Unrealized -32.1%
RGEN Repligen Corporation 0.0%
Value ($000) $12 Shares 92 Est. Cost $155.41 Unrealized +0.8%
XMTR Xometry Inc/sh Cl A 0.0%
Value ($000) $12 Shares 221 Est. Cost $23.42 Unrealized +140.7%
STVN Stevanato Group/az Svn 0.0%
Value ($000) $11 Shares 442 Est. Cost $24.26 Unrealized -4.2%
STNE StoneCo Ltd. 0.0%
Value ($000) $11 Shares 600 Est. Cost $16.04 Unrealized
Liberty Media C/sh Nv 0.0%
Value ($000) $11 Shares 116 Est. Cost $32.10 Unrealized
LOAR Loar Holdings Inc. 0.0%
Value ($000) $11 Shares 138 Est. Cost $80.55 Unrealized -9.5%
DSGX The Descartes Systems Group Inc 0.0%
Value ($000) $11 Shares 113 Est. Cost $102.22 Unrealized -12.6%
GWRE Guidewire Software, Inc. 0.0%
Value ($000) $10 Shares 44 Est. Cost $78.29 Unrealized +182.5%
VSEC VSE Corp/sh 0.0%
Value ($000) $9 Shares 56 Est. Cost $152.29 Unrealized +12.2%
KBWD Invesco KBW High Div Yld Finl ETF 0.0%
Value ($000) $9 Shares 651 Est. Cost $16.55 Unrealized
SKY Skyline Champion Corporation 0.0%
Value ($000) $9 Shares 114 Est. Cost $70.62 Unrealized +11.6%
Tilray Inc Com CL 2 0.0%
Value ($000) $9 Shares 5,028 Est. Cost $3.18 Unrealized
IAC IAC Interactive Corp New 0.0%
Value ($000) $9 Shares 251 Est. Cost $41.48 Unrealized -15.6%
INCO Columbia ETF Tr/columbia India Cons 0.0%
Value ($000) $8 Shares 130 Est. Cost $76.95 Unrealized
AGYS Agilysys Inc/sh 0.0%
Value ($000) $8 Shares 78 Est. Cost $75.67 Unrealized +59.1%
GSEW Goldman Sachs Equal Wgt US Large Cap ETF 0.0%
Value ($000) $8 Shares 96 Est. Cost $81.54 Unrealized
AVNS Avanos Medical Inc 0.0%
Value ($000) $8 Shares 684 Est. Cost $18.50 Unrealized -38.1%
BYD Boyd Gaming Corporation 0.0%
Value ($000) $8 Shares 89 Est. Cost $83.67 Unrealized -1.7%
GOOD Gladstone Commercial Corporation 0.0%
Value ($000) $8 Shares 615 Est. Cost $14.97 Unrealized
Premier, Inc. 0.0%
Value ($000) $8 Shares 272 Est. Cost $19.23 Unrealized
ALAR Sponsored Adr New October 2022 0.0%
Value ($000) $7 Shares 500 Est. Cost $12.80 Unrealized
UPST Upstart Holdings Inc Com 0.0%
Value ($000) $7 Shares 144 Est. Cost $60.24 Unrealized -23.6%
MLCO Melco Resorts & Entmt LTD 0.0%
Value ($000) $7 Shares 797 Est. Cost $9.17 Unrealized
PBJ Invesco Dynamic Food & Beverage ETF 0.0%
Value ($000) $7 Shares 157 Est. Cost $48.35 Unrealized
AAP Advance Auto Parts Inc 0.0%
Value ($000) $7 Shares 117 Est. Cost $39.85 Unrealized +24.9%
SKT Tanger Factory Outlet Centers Inc 0.0%
Value ($000) $7 Shares 200 Est. Cost $30.58 Unrealized
FXC Currencyshares/Cdn Usd Shs 0.0%
Value ($000) $7 Shares 95 Est. Cost $71.81 Unrealized
BCE BCE Inc. 0.0%
Value ($000) $6 Shares 276 Est. Cost $23.52 Unrealized -2.0%
Com Liberty Live Ser A 0.0%
Value ($000) $6 Shares 68 Est. Cost $31.92 Unrealized
KRUS Kura Sushi Usa /sh Cl A 0.0%
Value ($000) $6 Shares 107 Est. Cost $81.01 Unrealized -32.7%
INFY Infosys Technologies Ltd 0.0%
Value ($000) $6 Shares 384 Est. Cost $21.03 Unrealized
CYRX Cryoport, Inc. 0.0%
Value ($000) $6 Shares 650 Est. Cost $13.46 Unrealized -29.8%
GDS Gds Holdings Lt/s Adr 0.0%
Value ($000) $6 Shares 154 Est. Cost $30.57 Unrealized
GILT Gilat Satellite Networks Ltd. 0.0%
Value ($000) $6 Shares 453 Est. Cost $9.17 Unrealized +40.0%
Abrdn Asia-Paci/Com New 0.0%
Value ($000) $6 Shares 341 Est. Cost $16.29 Unrealized
HUN Huntsman Corp 0.0%
Value ($000) $5 Shares 598 Est. Cost $12.86 Unrealized -28.8%
HYBL Ssga Active Tr/Spdr Blackstone High 0.0%
Value ($000) $5 Shares 186 Est. Cost $28.65 Unrealized
CVCO Cavco Industries Inc. 0.0%
Value ($000) $5 Shares 9 Est. Cost $285.01 Unrealized +98.8%
PIPR Piper Sandler Cos 0.0%
Value ($000) $5 Shares 15 Est. Cost $189.42 Unrealized +78.3%
CXT Crane NXT Co 0.0%
Value ($000) $5 Shares 77 Est. Cost $40.51 Unrealized +45.6%
ALEX Alexander & Baldwin, Inc 0.0%
Value ($000) $5 Shares 278 Est. Cost $18.89 Unrealized
CDNA CareDx Inc 0.0%
Value ($000) $5 Shares 334 Est. Cost $18.71 Unrealized -10.5%
UNIT Uniti Grp Inc N/sh 0.0%
Value ($000) $5 Shares 770 Est. Cost $7.16 Unrealized -11.5%
SUPN Supernus Pharmaceuticals Inc 0.0%
Value ($000) $4 Shares 94 Est. Cost $30.10 Unrealized +61.5%
JPIE J.p. Morgan Exchange-traded Fund Trust 0.0%
Value ($000) $4 Shares 96 Est. Cost $46.31 Unrealized
RWT Redwood Trust, Inc. 0.0%
Value ($000) $4 Shares 751 Est. Cost $7.80 Unrealized
BBIO BridgeBio Pharma, Inc. 0.0%
Value ($000) $4 Shares 83 Est. Cost $48.77 Unrealized +34.6%
AESI NEW ATLAS HOLDCO INC CL A 0.0%
Value ($000) $4 Shares 378 Est. Cost $16.11 Unrealized -37.2%
Wns Hldg/par Vtg Fpd 0.1 0.0%
Value ($000) $4 Shares 56 Est. Cost $61.48 Unrealized
QFIN Qifu Technology Inc. 0.0%
Value ($000) $4 Shares 145 Est. Cost $29.62 Unrealized
BBNX Beta Bionics In/sh 0.0%
Value ($000) $4 Shares 209 Est. Cost $17.38 Unrealized +53.7%
FBRX Forte Biosciences Inc 0.0%
Value ($000) $4 Shares 274 Est. Cost $9.98 Unrealized +75.7%
Tortoise Energy/com New 0.0%
Value ($000) $4 Shares 94 Est. Cost $43.09 Unrealized
TME Tencent Music Entertainment Group 0.0%
Value ($000) $4 Shares 166 Est. Cost $23.34 Unrealized
INTA Intapp Inc/sh 0.0%
Value ($000) $4 Shares 92 Est. Cost $45.01 Unrealized -7.9%
WEN Wendy's Company 0.0%
Value ($000) $4 Shares 400 Est. Cost $16.17 Unrealized -46.6%
BGS B & G Foods Inc. 0.0%
Value ($000) $4 Shares 797 Est. Cost $4.17 Unrealized +2.8%
URBN Urban Outfitters 0.0%
Value ($000) $3 Shares 46 Est. Cost $57.09 Unrealized +23.9%
KBA Kraneshares Tr/bosera Msci China A 0.0%
Value ($000) $3 Shares 108 Est. Cost $30.07 Unrealized
RNA Avidity Biosciences Inc 0.0%
Value ($000) $3 Shares 72 Est. Cost $40.43 Unrealized +59.8%
MRTN Marten Transport Ltd. 0.0%
Value ($000) $3 Shares 294 Est. Cost $16.31 Unrealized -35.2%
FOUR Shift4 Payments/sh Cl A 0.0%
Value ($000) $3 Shares 39 Est. Cost $103.05 Unrealized -31.4%
Jamf Holding Corp 0.0%
Value ($000) $3 Shares 276 Est. Cost $14.05 Unrealized
TIC Acuren Corporation Ltd. 0.0%
Value ($000) $3 Shares 220 Est. Cost $11.40 Unrealized -2.4%
KRMN Karman Holdings Inc. 0.0%
Value ($000) $3 Shares 38 Est. Cost $54.85 Unrealized +32.0%
BTAL Agf Investments/agf Us Mkt Neutral 0.0%
Value ($000) $3 Shares 163 Est. Cost $15.92 Unrealized
HTFL Heartflow Inc/Sh 0.0%
Value ($000) $3 Shares 77 Est. Cost $32.24 Unrealized -0.1%
AMWD American Woodmark Corp. 0.0%
Value ($000) $2 Shares 37 Est. Cost $61.36 Unrealized -4.6%
MMS Maximus Inc. 0.0%
Value ($000) $2 Shares 25 Est. Cost $71.24 Unrealized +20.0%
ASND Ascendis Pharma/s Adr 0.0%
Value ($000) $2 Shares 11 Est. Cost $198.82 Unrealized
FINV Finvolution Group Spon ADR 0.0%
Value ($000) $2 Shares 278 Est. Cost $6.38 Unrealized
EVO Evotec Se/s Adr 0.0%
Value ($000) $2 Shares 564 Est. Cost $3.63 Unrealized
REYN Reynolds Consumer Products Inc 0.0%
Value ($000) $2 Shares 82 Est. Cost $21.88 Unrealized +8.6%
NNE Nano Nuclear Energy Inc. 0.0%
Value ($000) $2 Shares 50 Est. Cost $22.70 Unrealized +68.6%
GKOS Glaukos Corporation 0.0%
Value ($000) $2 Shares 22 Est. Cost $90.54 Unrealized +5.5%
Vital Energy Inc 0.0%
Value ($000) $2 Shares 106 Est. Cost $27.75 Unrealized
DBND Doubleline Etf /opportunistic Bd Et 0.0%
Value ($000) $2 Shares 35 Est. Cost $47.32 Unrealized
SHOO Steven Madden Ltd. 0.0%
Value ($000) $2 Shares 47 Est. Cost $30.95 Unrealized +24.2%
TILE Interface, Inc. 0.0%
Value ($000) $2 Shares 54 Est. Cost $25.23 Unrealized +8.1%
DCI Donaldson Co Inc 0.0%
Value ($000) $1 Shares 18 Est. Cost $64.29 Unrealized +34.4%
AMPH Amphastar Pharmaceuticals Inc 0.0%
Value ($000) $1 Shares 54 Est. Cost $24.91 Unrealized +3.4%
MTCH Match Group Inc 0.0%
Value ($000) $1 Shares 38 Est. Cost $36.37 Unrealized -9.7%
IUS Invesco Exchange-traded Self-indexed Fund Tru 0.0%
Value ($000) $1 Shares 23 Est. Cost $39.42 Unrealized
VTMX Corporacion Inmobiliaria Vesta Sab 0.0%
Value ($000) $1 Shares 44 Est. Cost $22.82 Unrealized
HRMY Harmony Biosciences Holdings Inc 0.0%
Value ($000) $1 Shares 45 Est. Cost $32.17 Unrealized +2.2%
Zimvie Inc When Issued 0.0%
Value ($000) $1 Shares 64 Est. Cost $0.01 Unrealized
SEDG SolarEdge Technologies, Inc. 0.0%
Value ($000) $1 Shares 31 Est. Cost $29.86 Unrealized +16.8%
TIMB Tim S A/s Adr 0.0%
Value ($000) $1 Shares 50 Est. Cost $22.32 Unrealized
HXL Hexcel Corp. 0.0%
Value ($000) $1 Shares 17 Est. Cost $62.59 Unrealized +13.0%
ODD Oddity Tech Ltd. 0.0%
Value ($000) $1 Shares 17 Est. Cost $61.67 Unrealized -26.7%
NEXN Nexxen International Ltd. 0.0%
Value ($000) $1 Shares 112 Est. Cost $9.16 Unrealized -18.8%
MLKN MillerKnoll Inc 0.0%
Value ($000) $1 Shares 53 Est. Cost $16.77 Unrealized -3.5%
CRC California Resources Corporation 0.0%
Value ($000) $1 Shares 17 Est. Cost $39.98 Unrealized +18.0%
CNH CNH Industrial NV 0.0%
Value ($000) $1 Shares 80 Est. Cost $12.21 Unrealized -18.2%
OPCH Option Care Health, Inc 0.0%
Value ($000) $1 Shares 31 Est. Cost $29.35 Unrealized -0.0%
RRX Regal-Beloit Corp. 0.0%
Value ($000) $1 Shares 6 Est. Cost $138.92 Unrealized +2.4%
BMRN Biomarin Pharmaceutical Inc. 0.0%
Value ($000) $1 Shares 14 Est. Cost $57.19 Unrealized -4.8%
KNX Knight-Swift Transportation Holdings Inc 0.0%
Value ($000) $1 Shares 18 Est. Cost $49.68 Unrealized -5.9%
WHD Cactus Inc/sh Cl B 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.41 Unrealized -24.6%
AVNT Avient Corp 0.0%
Value ($000) $1 Shares 21 Est. Cost $41.91 Unrealized -26.7%
MLTX Moonlake Immunotherapeutics 0.0%
Value ($000) $0 Shares 52 Est. Cost $47.78 Unrealized -75.3%
Cohen & Steers Infrastructure Fund Inc 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $0.08 Unrealized
Spirit Aerosystems 0.0%
Value ($000) $0 Shares 4 Est. Cost $38.50 Unrealized
Clearbridge Energy Midstream Opportunity Fund 0.0%
Value ($000) $0 Shares 4,311 Est. Cost $0.02 Unrealized
GLOB Globant S.A. 0.0%
Value ($000) $0 Shares 1 Est. Cost $204.19 Unrealized -69.2%
MAGN Magnera Corp/sh Cl B 0.0%
Value ($000) $0 Shares 4 Est. Cost $20.46 Unrealized -43.4%

Decreased Positions (659)

SYK Stryker Corp. 0.2%
Value ($000) $2,652 (-64.0%) Shares 7,546 (-62.1%) Est. Cost $305.62 Unrealized +18.9%
GOOGL ALPHABET INC CLASS A 1.8%
Value ($000) $20,281 (+26.7%) Shares 64,796 (-1.6%) Est. Cost $111.51 Unrealized +156.1%
NVDA Nvidia Corp 2.1%
Value ($000) $24,049 (-13.0%) Shares 128,950 (-12.9%) Est. Cost $95.90 Unrealized +94.1%
ORCL Oracle Corp. 0.5%
Value ($000) $5,546 (-37.6%) Shares 28,456 (-10.0%) Est. Cost $95.14 Unrealized +150.2%
MSFT Microsoft Corp. 3.1%
Value ($000) $35,640 (-8.5%) Shares 73,694 (-2.0%) Est. Cost $93.32 Unrealized +436.4%
MRSH Marsh & McLennan Cos. Inc. 0.0%
Value ($000) $531 (-82.1%) Shares 2,863 (-80.5%) Est. Cost $132.64 Unrealized +40.6%
LLY Eli Lilly & CO. 0.8%
Value ($000) $9,588 (+31.8%) Shares 8,922 (-6.4%) Est. Cost $255.66 Unrealized +273.8%
SPTM SPDR Russell 3000 ETF 0.1%
Value ($000) $1,623 (-54.5%) Shares 19,670 (-55.5%) Est. Cost $73.10 Unrealized
HD Home Depot Inc. 0.5%
Value ($000) $5,924 (-21.1%) Shares 17,217 (-7.1%) Est. Cost $163.36 Unrealized +123.2%
SNPS Synopsys Inc 0.0%
Value ($000) $146 (-91.1%) Shares 311 (-90.6%) Est. Cost $545.09 Unrealized -18.5%
IVV IShares S&P 500 Index Fd 1.3%
Value ($000) $14,629 (-7.6%) Shares 21,357 (-9.7%) Est. Cost $386.01 Unrealized
AAPL Apple Inc. 3.3%
Value ($000) $37,329 (+3.2%) Shares 137,311 (-3.3%) Est. Cost $96.28 Unrealized +178.7%
PLTR Palantir Technologies Inc. Cl A 0.3%
Value ($000) $2,888 (-23.9%) Shares 16,248 (-21.9%) Est. Cost $64.76 Unrealized +179.5%
NOC Northrop Grumman Corp. 0.2%
Value ($000) $2,245 (-26.4%) Shares 3,937 (-21.4%) Est. Cost $150.56 Unrealized +284.4%
VZ Verizon Communications 0.3%
Value ($000) $2,883 (-19.9%) Shares 70,792 (-13.6%) Est. Cost $34.99 Unrealized +15.7%
IJH IShares Tr S&P Midcap 400 Index Fund 0.5%
Value ($000) $5,642 (-11.1%) Shares 85,486 (-12.1%) Est. Cost $83.59 Unrealized
AMZN Amazon.Com 1.6%
Value ($000) $17,835 (+3.8%) Shares 77,270 (-1.3%) Est. Cost $124.72 Unrealized +83.4%
NBIS Nebius Group N.V. 0.1%
Value ($000) $1,581 (-29.0%) Shares 18,883 (-4.7%) Est. Cost $34.43 Unrealized +201.0%
UNP Union Pacific Corp. 0.3%
Value ($000) $3,407 (-15.2%) Shares 14,728 (-13.4%) Est. Cost $165.20 Unrealized +37.6%
ETN Eaton Corporation PLC 0.2%
Value ($000) $2,746 (-17.6%) Shares 8,621 (-3.2%) Est. Cost $148.30 Unrealized +139.0%
AVGO Broadcom Inc 1.4%
Value ($000) $16,249 (+3.5%) Shares 46,950 (-1.3%) Est. Cost $152.84 Unrealized +133.6%
UBER Uber Technologies, Inc. 0.2%
Value ($000) $2,585 (-17.5%) Shares 31,636 (-1.1%) Est. Cost $60.71 Unrealized +48.3%
GSIE Goldman Sachs ActiveBeta Intl Eq ETF 0.1%
Value ($000) $1,000 (-35.1%) Shares 23,290 (-37.9%) Est. Cost $40.58 Unrealized
XLF Select Sector SPDR Tr Finl 0.1%
Value ($000) $1,687 (-23.9%) Shares 30,801 (-25.1%) Est. Cost $35.10 Unrealized
CTAS Cintas Corp. 0.2%
Value ($000) $2,380 (-18.1%) Shares 12,655 (-10.6%) Est. Cost $156.08 Unrealized +20.5%
IWP Ishares Russell Midcap Growth Index 0.2%
Value ($000) $1,832 (-22.2%) Shares 13,378 (-19.1%) Est. Cost $118.51 Unrealized
PG Procter & Gamble CO. 0.5%
Value ($000) $6,216 (-7.8%) Shares 43,373 (-1.1%) Est. Cost $79.56 Unrealized +85.0%
AZO Autozone Inc. 0.0%
Value ($000) $109 (-82.7%) Shares 32 (-78.1%) Est. Cost $2231.26 Unrealized +69.3%
ADP Automatic Data Processing Inc. 0.2%
Value ($000) $1,968 (-20.6%) Shares 7,649 (-9.4%) Est. Cost $141.61 Unrealized +87.0%
EEM IShares Tr Emerging Markets Index 0.0%
Value ($000) $458 (-52.4%) Shares 8,376 (-53.5%) Est. Cost $49.01 Unrealized
IJS IShares S&P SmallCap 600/Barra Value 0.0%
Value ($000) $137 (-78.3%) Shares 1,209 (-78.9%) Est. Cost $107.45 Unrealized
STIP iShares 0-5 Year TIPS Bond ETF 0.1%
Value ($000) $792 (-38.2%) Shares 7,731 (-37.7%) Est. Cost $100.97 Unrealized
ZTS Zoetis Inc Com Cl A 0.0%
Value ($000) $443 (-51.9%) Shares 3,523 (-44.1%) Est. Cost $70.55 Unrealized +84.6%
T AT&T Inc. 0.1%
Value ($000) $1,669 (-22.2%) Shares 67,198 (-11.6%) Est. Cost $16.32 Unrealized +54.9%
BLK Blackrock Finance Inc 0.1%
Value ($000) $1,445 (-24.7%) Shares 1,350 (-17.9%) Est. Cost $981.27 Unrealized +11.0%
SPHD Invesco S&P 500 High Div, Low Vol. Port 0.1%
Value ($000) $1,244 (-27.4%) Shares 25,927 (-25.2%) Est. Cost $46.63 Unrealized
SHW Sherwin-Williams CO. 0.2%
Value ($000) $2,421 (-16.1%) Shares 7,470 (-10.3%) Est. Cost $198.99 Unrealized +67.9%
QTEC First Trust NASDAQ 100 Technology Index Fund 0.0%
Value ($000) $28 (-94.2%) Shares 122 (-94.3%) Est. Cost $226.30 Unrealized
IWF IShares Tr Russell 1000 Growth Index Fd 0.4%
Value ($000) $4,687 (-8.6%) Shares 9,904 (-9.5%) Est. Cost $271.31 Unrealized
TBIL Rbb Fd Inc/us Treas 3 Month B Etf 0.1%
Value ($000) $609 (-41.9%) Shares 12,206 (-41.7%) Est. Cost $50.01 Unrealized
APP Applovin Corp Com Cl A 0.1%
Value ($000) $938 (-31.7%) Shares 1,393 (-27.1%) Est. Cost $253.90 Unrealized +148.2%
XLC Communication Services Sel Sect SPDR ETF 0.1%
Value ($000) $1,278 (-25.1%) Shares 10,858 (-24.7%) Est. Cost $66.68 Unrealized
SPYG SPDR S&P 500 Growth ETF 0.8%
Value ($000) $8,573 (-4.7%) Shares 80,351 (-6.7%) Est. Cost $48.40 Unrealized
MUNI PIMCO Intermediate Muni Bd Trade Fd ETF 0.1%
Value ($000) $1,124 (-26.0%) Shares 21,453 (-26.2%) Est. Cost $16.51 Unrealized
RSPN Invesco S&P 500 Weight ETF 0.0%
Value ($000) $380 (-50.8%) Shares 6,702 (-51.3%) Est. Cost $60.19 Unrealized
NVO Novo-Nordisk a/s ADR 0.0%
Value ($000) $289 (-57.3%) Shares 5,683 (-53.4%) Est. Cost $65.79 Unrealized
HOOD Robinhood Markets Inc Cl A 0.0%
Value ($000) $311 (-55.5%) Shares 2,747 (-43.6%) Est. Cost $52.00 Unrealized +150.1%
QUAL ISHARES MSCI USA QUAL FACTOR ETF 0.4%
Value ($000) $4,012 (-8.7%) Shares 20,201 (-10.6%) Est. Cost $124.98 Unrealized
HII Huntington Ingalls Inds Inc 0.1%
Value ($000) $603 (-38.5%) Shares 1,774 (-47.9%) Est. Cost $105.63 Unrealized +193.0%
AMGN Amgen Inc. 0.3%
Value ($000) $3,243 (+12.4%) Shares 9,909 (-3.1%) Est. Cost $193.38 Unrealized +63.4%
SO Southern CO. 0.2%
Value ($000) $2,070 (-14.6%) Shares 23,743 (-7.1%) Est. Cost $47.43 Unrealized +91.6%
TMUS T-Moble US Inc 0.1%
Value ($000) $855 (-28.5%) Shares 4,209 (-15.7%) Est. Cost $137.67 Unrealized +53.5%
CMCSA Comcast Corp New CL A 0.0%
Value ($000) $508 (-39.8%) Shares 16,986 (-36.7%) Est. Cost $33.68 Unrealized -15.3%
PSA Public Storage Inc 0.0%
Value ($000) $201 (-61.9%) Shares 775 (-57.6%) Est. Cost $282.55 Unrealized -1.9%
PRF Invesco FTSE RAFI U S 1000 ETF 0.0%
Value ($000) $82 (-79.6%) Shares 1,754 (-80.3%) Est. Cost $39.97 Unrealized
POWL Powell Industries, Inc. 0.2%
Value ($000) $2,139 (-12.0%) Shares 6,710 (-15.8%) Est. Cost $154.31 Unrealized +118.1%
SCHD Schwab U.S. Dividend Equity ETF 0.1%
Value ($000) $1,584 (-15.3%) Shares 57,746 (-15.7%) Est. Cost $39.27 Unrealized
SHY IShares Tr Barclay 1-3 Years 0.1%
Value ($000) $595 (-31.7%) Shares 7,184 (-31.6%) Est. Cost $71.77 Unrealized
DE Deere & CO. 0.1%
Value ($000) $1,345 (-16.9%) Shares 2,890 (-18.4%) Est. Cost $317.42 Unrealized +47.3%
HON Honeywell International Inc. 0.2%
Value ($000) $2,355 (-10.3%) Shares 12,074 (-3.2%) Est. Cost $111.79 Unrealized +74.5%
SHV Ishares Tr Barclays Short Tre 0.1%
Value ($000) $1,340 (-16.8%) Shares 12,166 (-16.5%) Est. Cost $110.44 Unrealized
ACN Accenture PLC 0.1%
Value ($000) $1,060 (-20.3%) Shares 3,949 (-26.7%) Est. Cost $259.13 Unrealized -2.0%
TSLA Tesla Motors, Inc. 0.3%
Value ($000) $3,480 (-7.0%) Shares 7,738 (-8.0%) Est. Cost $253.65 Unrealized +74.8%
TFLO Ishares Treasury Floating Rate New ETF 0.0%
Value ($000) $459 (-35.7%) Shares 9,102 (-35.6%) Est. Cost $48.12 Unrealized
SPG Simon Property Group Inc 0.0%
Value ($000) $281 (-47.5%) Shares 1,520 (-46.8%) Est. Cost $143.91 Unrealized +25.1%
WMT Wal-Mart Stores Inc. 0.5%
Value ($000) $5,667 (+4.7%) Shares 50,868 (-3.2%) Est. Cost $51.64 Unrealized +107.6%
NET Cloudfare Ince Cl A Com 0.0%
Value ($000) $8 (-96.9%) Shares 41 (-96.6%) Est. Cost $200.97 Unrealized +5.3%
PANW Palo Alto Networks, Inc. 0.1%
Value ($000) $1,352 (-15.8%) Shares 7,338 (-6.9%) Est. Cost $143.87 Unrealized +40.2%
ALNY Alnylam Pharmaceuticals, Inc. 0.0%
Value ($000) $11 (-95.8%) Shares 28 (-95.1%) Est. Cost $399.94 Unrealized +10.7%
ITW Illinois Tool Works Inc. 0.1%
Value ($000) $711 (-25.5%) Shares 2,887 (-21.1%) Est. Cost $160.32 Unrealized +54.4%
JBBB Janus Detroit S/henderson B Bbb Clo 0.0%
Value ($000) $2 (-99.3%) Shares 37 (-99.3%) Est. Cost $48.96 Unrealized
VNQ Vanguard Index Tr REIT Viper Shs 0.1%
Value ($000) $840 (-21.7%) Shares 9,496 (-19.1%) Est. Cost $90.45 Unrealized
UNH UnitedHealth Group Inc 0.2%
Value ($000) $2,011 (-10.1%) Shares 6,092 (-6.0%) Est. Cost $316.78 Unrealized +6.4%
HWM Howmet Aerospace Inc. 0.0%
Value ($000) $195 (-53.7%) Shares 950 (-55.7%) Est. Cost $152.26 Unrealized +30.7%
PYPL Paypal Holdings, Inc. 0.0%
Value ($000) $406 (-35.8%) Shares 6,950 (-26.2%) Est. Cost $78.23 Unrealized -17.1%
NKE Nike Inc Cl B 0.1%
Value ($000) $643 (-25.7%) Shares 10,095 (-18.7%) Est. Cost $75.98 Unrealized -14.6%
XLRE Real Estate Select Sector ETF 0.0%
Value ($000) $322 (-40.8%) Shares 7,982 (-38.2%) Est. Cost $41.27 Unrealized
BMY Bristol-Myers Squibb CO. 0.1%
Value ($000) $1,522 (+17.0%) Shares 28,226 (-2.1%) Est. Cost $40.78 Unrealized +16.5%
BRK/B Berkshire Hathaway Inc DE Cl B New 0.6%
Value ($000) $6,445 (-3.3%) Shares 12,821 (-3.3%) Est. Cost $251.08 Unrealized +98.2%
DHI D. R. Horton Inc. 0.1%
Value ($000) $1,077 (-16.7%) Shares 7,480 (-2.0%) Est. Cost $58.84 Unrealized +158.3%
LQD IShares Tr. Goldman Sachs Corp Bond Fund 0.1%
Value ($000) $1,437 (-13.0%) Shares 13,039 (-11.9%) Est. Cost $105.48 Unrealized
LIN Linde Plc. 0.1%
Value ($000) $910 (-18.7%) Shares 2,133 (-9.5%) Est. Cost $362.51 Unrealized +17.9%
ACLS Axcelis Tech Inc 0.0%
Value ($000) $8 (-96.5%) Shares 94 (-95.7%) Est. Cost $81.68 Unrealized +2.5%
BSCQ Invesco Exch Trd Slf Idx Fd Tr Bulshs 2026 Cb 0.0%
Value ($000) $374 (-35.0%) Shares 19,091 (-35.1%) Est. Cost $19.12 Unrealized
AJG Arthur J. Gallagher & CO. 0.0%
Value ($000) $421 (-32.1%) Shares 1,628 (-18.8%) Est. Cost $136.69 Unrealized +93.3%
GRMN Garmin LTD 0.0%
Value ($000) $222 (-46.7%) Shares 1,095 (-35.4%) Est. Cost $163.84 Unrealized +32.3%
JMST JPMorgan Ultra-Short Municipal Income ETF 0.1%
Value ($000) $1,162 (-14.3%) Shares 22,807 (-14.1%) Est. Cost $43.12 Unrealized
VRT Vertiv Holdings CO. 0.1%
Value ($000) $688 (-21.8%) Shares 4,249 (-27.2%) Est. Cost $97.68 Unrealized +77.7%
CRWV Coreweave Inc/sh 0.0%
Value ($000) $32 (-85.6%) Shares 450 (-72.5%) Est. Cost $95.84 Unrealized +5.8%
ARKK ARK ETF Tr - ARK Innovation ETF 0.0%
Value ($000) $92 (-67.3%) Shares 1,194 (-63.3%) Est. Cost $56.83 Unrealized
CVX Chevron Corporation 0.4%
Value ($000) $5,042 (-3.6%) Shares 33,079 (-1.7%) Est. Cost $91.06 Unrealized +66.3%
SHOP Shopify Inc. 0.1%
Value ($000) $1,134 (-13.7%) Shares 7,045 (-20.3%) Est. Cost $59.39 Unrealized +170.4%
CI Cigna Corp 0.0%
Value ($000) $488 (-26.2%) Shares 1,772 (-22.7%) Est. Cost $237.55 Unrealized +17.5%
AMAT Applied Materials Inc. 0.1%
Value ($000) $1,431 (+13.3%) Shares 5,567 (-9.7%) Est. Cost $153.14 Unrealized +56.4%
SPDW SPDR Portfolio Developed World ex-US ETF 0.3%
Value ($000) $3,569 (-4.5%) Shares 80,371 (-8.0%) Est. Cost $27.46 Unrealized
ORLY O'Reilly Automotive, Inc New 0.1%
Value ($000) $642 (-20.3%) Shares 7,038 (-5.7%) Est. Cost $90.42 Unrealized +8.1%
GIS General Mills Inc. 0.0%
Value ($000) $435 (-27.2%) Shares 9,361 (-21.1%) Est. Cost $43.78 Unrealized +8.4%
DVY IShares Dow Jones Select Dividend Index 0.1%
Value ($000) $1,062 (-13.1%) Shares 7,523 (-12.5%) Est. Cost $119.68 Unrealized
YUMC Yum China Holdings, Inc 0.0%
Value ($000) $22 (-87.9%) Shares 458 (-89.2%) Est. Cost $46.34 Unrealized -1.1%
CMI Cummins Inc 0.1%
Value ($000) $987 (+19.1%) Shares 1,934 (-1.5%) Est. Cost $231.75 Unrealized +101.2%
SFM Sprouts Farmers Market, Inc. 0.0%
Value ($000) $17 (-90.1%) Shares 217 (-86.4%) Est. Cost $137.28 Unrealized -34.6%
BBAG JPMorgan U.S. Aggregate Bond ETF 0.0%
Value ($000) $171 (-47.7%) Shares 3,682 (-47.4%) Est. Cost $46.51 Unrealized
NEE Nextera Energy Inc. 0.3%
Value ($000) $3,070 (+5.3%) Shares 38,238 (-1.0%) Est. Cost $62.31 Unrealized +32.4%
MDLZ Mondelez International Inc. 0.1%
Value ($000) $732 (-17.3%) Shares 13,602 (-4.0%) Est. Cost $42.92 Unrealized +32.9%
ARM Arm Holdings Pl/s Adr 0.0%
Value ($000) $4 (-97.6%) Shares 35 (-96.8%) Est. Cost $139.77 Unrealized
STRL Sterling Infrastructure Inc 0.0%
Value ($000) $57 (-72.7%) Shares 185 (-69.8%) Est. Cost $129.13 Unrealized +166.8%
CLS Celestica Inc/sh 0.0%
Value ($000) $96 (-61.1%) Shares 325 (-67.6%) Est. Cost $60.81 Unrealized +395.6%
KLAC Kla-Tencor Corp. 0.1%
Value ($000) $1,531 (+10.9%) Shares 1,260 (-1.6%) Est. Cost $629.10 Unrealized +86.3%
JGRO J.p. Morgan Exchange-traded Fund Trust 0.0%
Value ($000) $342 (-30.5%) Shares 3,688 (-29.8%) Est. Cost $66.77 Unrealized
TLH Ishares Trust Barclays 10-20 Year 0.1%
Value ($000) $923 (-13.8%) Shares 9,081 (-12.7%) Est. Cost $102.56 Unrealized
ESGU iShares MSCI USA ESG Optimized ETF 0.1%
Value ($000) $888 (-14.2%) Shares 5,959 (-16.2%) Est. Cost $83.30 Unrealized
HIMU Blackrock Etf T/ishares High Yield 0.0%
Value ($000) $198 (-42.5%) Shares 4,073 (-41.8%) Est. Cost $49.24 Unrealized
EFG IShares EAFE Growth Index Fd 0.0%
Value ($000) $564 (-20.5%) Shares 4,954 (-20.5%) Est. Cost $84.93 Unrealized
CELH Celsius Holdings, Inc. 0.0%
Value ($000) $0 (-99.8%) Shares 5 (-99.8%) Est. Cost $52.29 Unrealized -3.7%
BOND PIMCO Total Return ETF 0.0%
Value ($000) $201 (-41.6%) Shares 2,157 (-41.4%) Est. Cost $85.95 Unrealized
ARE Alexandria Real Estate Equities 0.0%
Value ($000) $6 (-95.8%) Shares 127 (-92.9%) Est. Cost $96.41 Unrealized -39.8%
MRVL Marvell Technology Group LTD Com 0.0%
Value ($000) $197 (-41.9%) Shares 2,324 (-42.5%) Est. Cost $49.79 Unrealized +75.7%
IJR IShares Tr S&P Smallcap 600 Index 0.5%
Value ($000) $5,370 (-2.6%) Shares 44,682 (-3.7%) Est. Cost $93.41 Unrealized
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $539 (-20.4%) Shares 3,874 (-19.9%) Est. Cost $97.94 Unrealized
KRE MFC SPDR Ser Tr KBW Regl Bkg ETF 0.0%
Value ($000) $58 (-70.1%) Shares 895 (-70.8%) Est. Cost $62.07 Unrealized
RSPT Invesco S&P 500 Equal Weight Tech ETF 0.1%
Value ($000) $620 (-17.9%) Shares 13,631 (-19.6%) Est. Cost $50.55 Unrealized
RECS Columbia ETFTr/Resh Enhanced Core 0.0%
Value ($000) $5 (-96.4%) Shares 125 (-96.4%) Est. Cost $36.79 Unrealized
CLF Cleveland Cliffs Inc. 0.0%
Value ($000) $11 (-91.9%) Shares 841 (-92.6%) Est. Cost $20.06 Unrealized -37.0%
TDG Transdigm Group Inc 0.0%
Value ($000) $305 (-29.1%) Shares 229 (-29.8%) Est. Cost $939.21 Unrealized +39.6%
ULST Ssga Active Etf/ultra Short Term Bd 0.0%
Value ($000) $147 (-45.9%) Shares 3,629 (-45.6%) Est. Cost $40.64 Unrealized
WFC Wells Fargo & CO. 0.2%
Value ($000) $2,136 (+6.2%) Shares 22,919 (-4.5%) Est. Cost $41.99 Unrealized +106.3%
CDW CDW Corp 0.0%
Value ($000) $100 (-55.3%) Shares 735 (-47.7%) Est. Cost $165.19 Unrealized -11.0%
JAAA Janus Detroit Street Henderson AAA CLO ETF 0.1%
Value ($000) $1,235 (-8.8%) Shares 24,411 (-8.4%) Est. Cost $50.76 Unrealized
FAST Fastenal Company 0.0%
Value ($000) $233 (-33.3%) Shares 5,801 (-18.5%) Est. Cost $34.87 Unrealized +20.5%
C Citigroup Inc New 0.1%
Value ($000) $1,560 (+8.0%) Shares 13,373 (-6.0%) Est. Cost $57.17 Unrealized +81.3%
PNC PNC Financial Services Group 0.1%
Value ($000) $1,210 (-8.5%) Shares 5,798 (-11.9%) Est. Cost $102.26 Unrealized +88.5%
JMTG J.P. Morgan Exchange-Traded Fund Trust 0.0%
Value ($000) $44 (-71.2%) Shares 867 (-71.2%) Est. Cost $51.00 Unrealized
SMCI Super Micro Computer Inc 0.0%
Value ($000) $13 (-89.1%) Shares 441 (-82.2%) Est. Cost $36.56 Unrealized +12.6%
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1%
Value ($000) $864 (-10.7%) Shares 11,267 (-12.8%) Est. Cost $57.00 Unrealized
ZBRA Zebra Technologies Corp Cl A 0.0%
Value ($000) $298 (-25.8%) Shares 1,226 (-9.3%) Est. Cost $176.21 Unrealized +51.8%
WSM Williams Sonoma Inc. 0.0%
Value ($000) $353 (-22.6%) Shares 1,976 (-15.3%) Est. Cost $119.17 Unrealized +57.1%
CHD Church & Dwight CO., Inc. 0.0%
Value ($000) $553 (-15.7%) Shares 6,599 (-11.8%) Est. Cost $68.05 Unrealized +25.3%
IAU Ishares Gold Tr Ishares New 0.1%
Value ($000) $1,696 (-5.6%) Shares 20,893 (-15.4%) Est. Cost $23.21 Unrealized
CAH Cardinal Health Inc. 0.0%
Value ($000) $472 (+27.2%) Shares 2,295 (-2.8%) Est. Cost $118.20 Unrealized +58.8%
SDVY First Trust Exchange-traded Fund Vi 0.1%
Value ($000) $1,199 (-7.7%) Shares 31,293 (-8.5%) Est. Cost $33.00 Unrealized
EME Emcor Group Inc 0.0%
Value ($000) $98 (-50.3%) Shares 161 (-47.2%) Est. Cost $323.97 Unrealized +99.9%
VEA Vanguard FTSE Developed Mkts ETF 0.4%
Value ($000) $4,485 (-2.2%) Shares 71,798 (-6.1%) Est. Cost $40.36 Unrealized
SPHY SPDR Portfolio High Yield Bond ETF 0.0%
Value ($000) $12 (-89.3%) Shares 500 (-89.1%) Est. Cost $13.81 Unrealized
EWW Ishares Inc MSCI Mexico Investable 0.0%
Value ($000) $38 (-72.3%) Shares 543 (-72.8%) Est. Cost $65.37 Unrealized
PFFV Global X Variable Rate PFD ETF 0.0%
Value ($000) $125 (-44.0%) Shares 5,621 (-41.8%) Est. Cost $16.69 Unrealized
EWA IShares MSCI Australia Index 0.0%
Value ($000) $2 (-97.5%) Shares 95 (-97.5%) Est. Cost $26.44 Unrealized
PREF Principal Spectrum Preferred Sec Active ETF 0.0%
Value ($000) $111 (-46.6%) Shares 5,830 (-46.4%) Est. Cost $18.56 Unrealized
BSV Vanguard Bond Index Fund Inc Short Term 0.0%
Value ($000) $409 (-19.0%) Shares 5,196 (-18.9%) Est. Cost $76.33 Unrealized
DEM WisdomTree Emerging Markets Equity Inc. 0.0%
Value ($000) $386 (-19.5%) Shares 8,271 (-20.7%) Est. Cost $43.55 Unrealized
QGRO American Century U.S. Quality Growth ETF 0.0%
Value ($000) $555 (-14.2%) Shares 4,845 (-14.3%) Est. Cost $82.69 Unrealized
SPSM SPDR Russell 2000 ETF 0.2%
Value ($000) $2,802 (-3.1%) Shares 59,788 (-4.2%) Est. Cost $38.24 Unrealized
BNDX Vanugard Total Intl Bd Inx ETF 0.0%
Value ($000) $128 (-41.1%) Shares 2,641 (-39.7%) Est. Cost $49.06 Unrealized
ESGE iShares ESG MSCI EM ETF 0.0%
Value ($000) $481 (-15.3%) Shares 10,889 (-16.7%) Est. Cost $32.25 Unrealized
XAR SPDR S&P Aerospace & Defence ETF 0.0%
Value ($000) $171 (-33.6%) Shares 709 (-35.4%) Est. Cost $113.46 Unrealized
TJX TJX Companies Inc. 0.2%
Value ($000) $2,421 (-3.4%) Shares 15,764 (-9.1%) Est. Cost $73.75 Unrealized +100.3%
IVW IShares S&P 500 Growth Index Fund 0.3%
Value ($000) $3,547 (-2.4%) Shares 28,780 (-4.4%) Est. Cost $74.20 Unrealized
FXO First Trust Exch Tr Fd II Finan Alphadex 0.0%
Value ($000) $20 (-80.8%) Shares 330 (-81.1%) Est. Cost $45.98 Unrealized
IXUS iShares Core MSCI Total Intl Stk 0.1%
Value ($000) $725 (-10.3%) Shares 8,568 (-12.5%) Est. Cost $66.18 Unrealized
WTV WisdomTree U.S. Quality Shareholder Yield Fd 0.0%
Value ($000) $165 (-33.6%) Shares 1,770 (-35.3%) Est. Cost $63.19 Unrealized
KHC Kraft Heinz CO 0.0%
Value ($000) $68 (-55.3%) Shares 2,785 (-52.0%) Est. Cost $31.85 Unrealized -22.7%
QTUM Etf S Solutions/defiance Quantum Et 0.0%
Value ($000) $7 (-91.9%) Shares 67 (-92.2%) Est. Cost $99.27 Unrealized
ET MLP Energy Transfer Equity LP Com Unit 0.0%
Value ($000) $308 (-21.2%) Shares 18,682 (-18.0%) Est. Cost $14.55 Unrealized
FISV Fiserv Inc. 0.0%
Value ($000) $67 (-55.1%) Shares 1,001 (-13.9%) Est. Cost $129.87 Unrealized -35.4%
CL Colgate-Palmolive CO. 0.0%
Value ($000) $511 (-13.8%) Shares 6,467 (-12.8%) Est. Cost $54.73 Unrealized +43.1%
SBUX Starbucks corp 0.1%
Value ($000) $989 (-7.6%) Shares 11,745 (-7.2%) Est. Cost $70.59 Unrealized +19.1%
IONQ Ionq Inc/sh 0.0%
Value ($000) $76 (-51.6%) Shares 1,700 (-33.6%) Est. Cost $40.69 Unrealized +37.7%
BBY Best Buy Inc. 0.0%
Value ($000) $296 (-21.0%) Shares 4,421 (-10.7%) Est. Cost $83.30 Unrealized -9.4%
HYMB SPDR Nuveen S&P High Yield Muni Bd ETF 0.1%
Value ($000) $1,027 (-6.9%) Shares 41,183 (-7.0%) Est. Cost $28.74 Unrealized
OWL Blue Owl Capital Inc 0.0%
Value ($000) $51 (-60.0%) Shares 3,384 (-54.7%) Est. Cost $14.94 Unrealized +4.6%
IJT IShares Tr S&P SmallCap 600 Growth Index Fund 0.0%
Value ($000) $422 (-15.1%) Shares 2,989 (-14.9%) Est. Cost $110.38 Unrealized
IEFA IShares Core MSCI EAFE 0.6%
Value ($000) $6,533 (+1.2%) Shares 73,028 (-1.3%) Est. Cost $67.87 Unrealized
VTI Vanguard Total Stock Market ETF 0.9%
Value ($000) $9,943 (+0.8%) Shares 29,656 (-1.4%) Est. Cost $165.49 Unrealized
SCHO Schwab Short Term US Treasury ETF 0.0%
Value ($000) $52 (-59.1%) Shares 2,116 (-59.0%) Est. Cost $31.94 Unrealized
HDV IShares High Dividend Equity 0.1%
Value ($000) $748 (-9.0%) Shares 6,147 (-8.4%) Est. Cost $97.00 Unrealized
VIG Vanguard Specialized Portfolios Dividend ETF 0.3%
Value ($000) $3,238 (-2.2%) Shares 14,732 (-4.0%) Est. Cost $168.71 Unrealized
TSM Taiwan Semiconductor Mfg Co LTD ADR 0.1%
Value ($000) $726 (-9.1%) Shares 2,388 (-16.4%) Est. Cost $130.34 Unrealized
XHB SPDR S&P Homebuilders 0.0%
Value ($000) $76 (-48.9%) Shares 734 (-45.0%) Est. Cost $102.72 Unrealized
WMB Williams Company Inc. 0.1%
Value ($000) $881 (-7.5%) Shares 14,653 (-2.6%) Est. Cost $33.18 Unrealized +81.0%
SRLN SPDR Blackstone/GSO Senior Loan ETF 0.0%
Value ($000) $249 (-22.1%) Shares 6,033 (-21.5%) Est. Cost $43.89 Unrealized
CG The Carlyle Group Inc. 0.0%
Value ($000) $60 (-54.0%) Shares 1,016 (-51.2%) Est. Cost $56.57 Unrealized -0.5%
IRM Iron Mountain Inc. 0.0%
Value ($000) $168 (-29.0%) Shares 2,025 (-12.7%) Est. Cost $50.03 Unrealized +85.5%
MPT Medical Properties Trust Inc. 0.0%
Value ($000) $4 (-94.4%) Shares 807 (-94.4%) Est. Cost $6.43 Unrealized
ALAI Alger Etf Tr/AI Enablers & Adopt 0.0%
Value ($000) $265 (-20.5%) Shares 7,337 (-17.5%) Est. Cost $37.50 Unrealized
BND Vanguard Bond Index Fund Inc Total Bond 0.1%
Value ($000) $1,496 (-4.4%) Shares 20,195 (-4.0%) Est. Cost $74.31 Unrealized
SPMO Invesco S&P 500 Momentum ETF 0.0%
Value ($000) $500 (-11.8%) Shares 4,194 (-10.6%) Est. Cost $94.03 Unrealized
EBAY Ebay Inc. 0.0%
Value ($000) $322 (-16.8%) Shares 3,697 (-13.1%) Est. Cost $51.37 Unrealized +68.1%
GPC Genuine Parts 0.0%
Value ($000) $416 (-13.5%) Shares 3,380 (-2.5%) Est. Cost $124.43 Unrealized +3.4%
DIS Walt Disney Company 0.1%
Value ($000) $1,335 (-4.6%) Shares 11,731 (-4.0%) Est. Cost $109.89 Unrealized -0.3%
VYM Vanguard Whitehall Funds High Dividend Yield 0.2%
Value ($000) $2,302 (-2.7%) Shares 16,041 (-4.4%) Est. Cost $101.60 Unrealized
TU Telus Corp 0.0%
Value ($000) $247 (-20.3%) Shares 18,734 (-4.6%) Est. Cost $22.62 Unrealized -37.7%
USB U. S. Bancorp New 0.1%
Value ($000) $715 (-7.9%) Shares 13,404 (-16.6%) Est. Cost $37.13 Unrealized +31.2%
KR Kroger CO. 0.0%
Value ($000) $184 (-25.0%) Shares 2,949 (-19.1%) Est. Cost $52.98 Unrealized +23.1%
OKTA Okta, Inc. 0.0%
Value ($000) $15 (-80.3%) Shares 172 (-79.1%) Est. Cost $94.64 Unrealized -7.8%
FTEC Fidelity MSCI Info. Tech ETF 0.0%
Value ($000) $204 (-22.9%) Shares 906 (-23.8%) Est. Cost $171.35 Unrealized
IP International Paper 0.0%
Value ($000) $157 (-27.6%) Shares 3,990 (-14.7%) Est. Cost $37.63 Unrealized +8.5%
IGV I Shares S&P North Amer Tech Software 0.0%
Value ($000) $511 (-10.4%) Shares 4,834 (-2.5%) Est. Cost $107.79 Unrealized
SOLV Solventum Corp/sh 0.0%
Value ($000) $80 (-42.0%) Shares 1,011 (-46.6%) Est. Cost $60.70 Unrealized +26.2%
HACK Amplify Etf Tr/amplify Cybersecurit 0.0%
Value ($000) $18 (-76.6%) Shares 219 (-74.7%) Est. Cost $84.23 Unrealized
LVHD Legg Mason Etf/franklin U S Low Vo 0.0%
Value ($000) $96 (-37.4%) Shares 2,410 (-35.1%) Est. Cost $40.21 Unrealized
MGM MGM Mirage Inc. 0.0%
Value ($000) $22 (-72.1%) Shares 611 (-73.5%) Est. Cost $39.54 Unrealized -14.2%
MCHP Microchip Technology Inc. 0.0%
Value ($000) $307 (-15.7%) Shares 4,818 (-15.1%) Est. Cost $67.11 Unrealized -8.6%
DEO Diageo PLC ADR 0.0%
Value ($000) $193 (-22.8%) Shares 2,235 (-14.6%) Est. Cost $152.62 Unrealized
ESPO VanEck Vectors Video Gaming and eSports ETF 0.0%
Value ($000) $4 (-92.9%) Shares 42 (-91.7%) Est. Cost $115.10 Unrealized
CCI Crown Castle International Corp New 0.0%
Value ($000) $276 (-17.0%) Shares 3,108 (-9.9%) Est. Cost $139.55 Unrealized -34.7%
LH Labcorp Holdings Inc 0.0%
Value ($000) $329 (-14.7%) Shares 1,310 (-2.4%) Est. Cost $201.04 Unrealized +31.9%
VBK Vanguard Small Capital Growth ETF 0.0%
Value ($000) $243 (-18.7%) Shares 804 (-19.9%) Est. Cost $188.05 Unrealized
SRE Sempra Energy Inc. 0.0%
Value ($000) $225 (-19.6%) Shares 2,553 (-18.0%) Est. Cost $64.00 Unrealized +41.5%
CALF Pacer US Small Cap Cash Cows 100 ETF 0.0%
Value ($000) $322 (-14.3%) Shares 7,247 (-15.5%) Est. Cost $41.86 Unrealized
PKB Invesco Dynamic Building & Constr Port 0.0%
Value ($000) $54 (-49.7%) Shares 586 (-48.0%) Est. Cost $71.02 Unrealized
IWD IShares Tr Russell 1000 Value Index Fd 0.2%
Value ($000) $2,468 (+2.2%) Shares 11,735 (-1.1%) Est. Cost $151.56 Unrealized
IDMO Invesco Exchang/s&p Intl Dev Moment 0.0%
Value ($000) $143 (-27.1%) Shares 2,568 (-29.2%) Est. Cost $49.71 Unrealized
SRVR Pacer Benchmark Data & Infra Real Estate ETF 0.0%
Value ($000) $6 (-90.2%) Shares 200 (-89.2%) Est. Cost $32.50 Unrealized
EOG Eog Resources Inc 0.0%
Value ($000) $153 (-25.2%) Shares 1,459 (-20.1%) Est. Cost $110.76 Unrealized -3.2%
MTD Mettler-Toledo International Inc 0.0%
Value ($000) $520 (+10.9%) Shares 373 (-2.4%) Est. Cost $467.33 Unrealized +198.8%
KNG CBOE Vest S&P 500 Div Aristocrats Inc ETF 0.1%
Value ($000) $646 (-7.3%) Shares 13,138 (-7.0%) Est. Cost $50.69 Unrealized
FCAL First Trust California Muni High Income ETF 0.0%
Value ($000) $6 (-88.6%) Shares 131 (-88.7%) Est. Cost $48.39 Unrealized
ADBE Adobe Systems Inc. 0.1%
Value ($000) $658 (-6.9%) Shares 1,881 (-6.2%) Est. Cost $403.17 Unrealized -15.6%
IDV Ishares Trust Dow Jones EPAC Select 0.0%
Value ($000) $242 (-16.7%) Shares 6,143 (-22.8%) Est. Cost $30.82 Unrealized
GSBD Goldman Sachs BDC, Inc. 0.0%
Value ($000) $3 (-94.2%) Shares 321 (-93.6%) Est. Cost $11.50 Unrealized -14.7%
DGRO iShares Core Dividend Growth 0.1%
Value ($000) $1,067 (-4.2%) Shares 15,372 (-6.0%) Est. Cost $44.91 Unrealized
NTSX WisdomTree U.S. Efficient Core Fund 0.0%
Value ($000) $211 (-18.0%) Shares 3,851 (-19.3%) Est. Cost $35.55 Unrealized
IHI MFC Ishare TR Dow Jones US Medical 0.0%
Value ($000) $380 (-10.7%) Shares 6,115 (-13.7%) Est. Cost $51.26 Unrealized
CLX Clorox CO. 0.0%
Value ($000) $88 (-33.5%) Shares 872 (-18.7%) Est. Cost $119.92 Unrealized -9.7%
TT Trane Technologies PLC 0.0%
Value ($000) $329 (-11.7%) Shares 845 (-4.3%) Est. Cost $199.98 Unrealized +106.8%
PHM Pulte Homes Inc. 0.0%
Value ($000) $88 (-33.1%) Shares 753 (-24.6%) Est. Cost $110.01 Unrealized +11.3%
FEMS FIRST TRUST EMERGING MARKETS SC ALPHADEX ETF 0.0%
Value ($000) $219 (-16.6%) Shares 5,197 (-12.4%) Est. Cost $37.86 Unrealized
INTU Intuit Inc 0.0%
Value ($000) $554 (-7.2%) Shares 836 (-4.3%) Est. Cost $417.14 Unrealized +58.4%
WY Weyerhaeuser CO. 0.0%
Value ($000) $32 (-57.4%) Shares 1,335 (-55.5%) Est. Cost $30.54 Unrealized -24.7%
PPG PPG Industries, Inc. 0.0%
Value ($000) $528 (-7.4%) Shares 5,154 (-5.0%) Est. Cost $86.92 Unrealized +15.2%
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 0.0%
Value ($000) $208 (-16.9%) Shares 3,691 (-16.7%) Est. Cost $42.71 Unrealized
VOT Vanguard Index Funds Mid Cap Growth Index 0.0%
Value ($000) $442 (-8.7%) Shares 1,585 (-3.9%) Est. Cost $223.64 Unrealized
VEU MFC Vanguard FTSE ALL World Ex US ETF 0.0%
Value ($000) $268 (-13.6%) Shares 3,642 (-16.2%) Est. Cost $61.87 Unrealized
MET MetLife Inc. 0.0%
Value ($000) $532 (-7.3%) Shares 6,744 (-3.3%) Est. Cost $52.27 Unrealized +51.0%
MDY SPDR S&P MIDCAP 400 ETF Tr Unit Ser 1 Std 0.1%
Value ($000) $1,465 (-2.7%) Shares 2,429 (-3.9%) Est. Cost $418.64 Unrealized
SJM J M Smucker CO. 0.0%
Value ($000) $87 (-32.2%) Shares 890 (-24.7%) Est. Cost $116.96 Unrealized -12.1%
VMBS MFC Vanguard Mortgage-Backed Sec 0.0%
Value ($000) $205 (-16.7%) Shares 4,365 (-16.9%) Est. Cost $46.32 Unrealized
Cohen & Steers REIT & PFD Income 0.0%
Value ($000) $122 (-25.1%) Shares 6,119 (-15.2%) Est. Cost $20.64 Unrealized
PFF iShares Trust S & P Pfd Stock Index 0.1%
Value ($000) $911 (-4.3%) Shares 29,432 (-2.2%) Est. Cost $32.48 Unrealized
BLV Vanguard Long Term Bond Index ETF 0.0%
Value ($000) $72 (-36.1%) Shares 1,034 (-34.8%) Est. Cost $74.97 Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $56 (-41.8%) Shares 4,530 (-53.7%) Est. Cost $9.23 Unrealized +16.1%
CVS CVS/ Caremark Corp. 0.1%
Value ($000) $846 (-4.5%) Shares 10,665 (-9.3%) Est. Cost $65.89 Unrealized +19.4%
EPD Enterprise Products Partners LP 0.1%
Value ($000) $610 (-6.2%) Shares 19,015 (-8.5%) Est. Cost $32.54 Unrealized
IMCG IShares Trust Mid Growth Index Fund 0.0%
Value ($000) $297 (-11.9%) Shares 3,719 (-8.7%) Est. Cost $63.83 Unrealized
XSMO Invesco Exchang/russell 2000 Pure G 0.0%
Value ($000) $88 (-31.3%) Shares 1,216 (-29.8%) Est. Cost $62.43 Unrealized
MKL Markel Corporation 0.0%
Value ($000) $21 (-64.9%) Shares 10 (-68.8%) Est. Cost $1450.54 Unrealized +39.7%
XMMO Invesco Exchang/russell Midcap Pure 0.0%
Value ($000) $316 (-11.1%) Shares 2,284 (-13.2%) Est. Cost $100.58 Unrealized
TSN Tyson Foods Inc 0.0%
Value ($000) $62 (-38.3%) Shares 1,063 (-42.9%) Est. Cost $58.71 Unrealized -7.0%
JMEE J.p. Morgan Exchange-traded Fund Trust 0.0%
Value ($000) $273 (-12.4%) Shares 4,239 (-13.7%) Est. Cost $50.17 Unrealized
IGM IShares Goldman Sachs Tech Index Fd 0.0%
Value ($000) $29 (-56.7%) Shares 227 (-57.8%) Est. Cost $125.95 Unrealized
JPM J P Morgan Chase & CO. 1.0%
Value ($000) $11,844 (-0.3%) Shares 36,757 (-2.4%) Est. Cost $83.04 Unrealized +272.8%
PRU Prudential Financial 0.1%
Value ($000) $595 (+6.9%) Shares 5,267 (-1.8%) Est. Cost $86.92 Unrealized +22.5%
CEG Constellation Energy Corporation 0.1%
Value ($000) $1,041 (-3.5%) Shares 2,947 (-10.1%) Est. Cost $138.41 Unrealized +162.4%
AON AON PLC SHS CL A 0.1%
Value ($000) $1,151 (-3.2%) Shares 3,262 (-2.2%) Est. Cost $282.68 Unrealized +23.5%
SPTS SPDR Portfolio Short Term Treasury ETF 0.1%
Value ($000) $932 (-3.9%) Shares 31,829 (-3.7%) Est. Cost $23.82 Unrealized
CRSP Crispr Therapeutics AG 0.0%
Value ($000) $132 (-22.2%) Shares 2,513 (-3.8%) Est. Cost $56.38 Unrealized +6.2%
IXN IShares Trust S & P Global Technology 0.0%
Value ($000) $361 (-9.4%) Shares 3,442 (-10.9%) Est. Cost $49.05 Unrealized
Blackstone Secured Lending Fund 0.0%
Value ($000) $68 (-35.3%) Shares 2,601 (-35.9%) Est. Cost $28.26 Unrealized
DRI Darden Restaurants Inc. 0.0%
Value ($000) $132 (-22.0%) Shares 715 (-19.3%) Est. Cost $149.55 Unrealized +21.8%
DGX Quest Diagnostics Inc. 0.0%
Value ($000) $188 (-16.1%) Shares 1,086 (-7.9%) Est. Cost $135.07 Unrealized +34.8%
PAYC Paycom Software, Inc. 0.0%
Value ($000) $94 (-27.8%) Shares 588 (-5.8%) Est. Cost $255.72 Unrealized -30.8%
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.0%
Value ($000) $334 (-9.5%) Shares 3,682 (-12.3%) Est. Cost $59.57 Unrealized
INDB Independent Bank Corp 0.0%
Value ($000) $8 (-82.2%) Shares 104 (-83.2%) Est. Cost $58.63 Unrealized +20.3%
HBAN Huntington Bancshares, Inc. 0.0%
Value ($000) $105 (-24.8%) Shares 6,030 (-25.2%) Est. Cost $10.81 Unrealized +50.8%
EA Electronics Arts Cl A 0.0%
Value ($000) $458 (-7.0%) Shares 2,243 (-8.2%) Est. Cost $116.40 Unrealized +73.3%
AGZ Ishares Trust Lehman Agency Bond Fund 0.0%
Value ($000) $298 (-10.4%) Shares 2,701 (-10.3%) Est. Cost $96.56 Unrealized
SPEM SPDR Index Shares Fds S&P Emerging Market ETF 0.1%
Value ($000) $830 (-4.0%) Shares 17,736 (-4.0%) Est. Cost $37.56 Unrealized
WPC W P Carey Inc 0.0%
Value ($000) $229 (-13.0%) Shares 3,561 (-8.7%) Est. Cost $43.08 Unrealized
USMV IShares Tr MSCI USA Min Volatility Index 0.1%
Value ($000) $1,606 (-2.1%) Shares 17,056 (-1.1%) Est. Cost $60.78 Unrealized
TAFI Ab Active Etfs /tax-aware Short Dur 0.0%
Value ($000) $201 (-14.3%) Shares 7,991 (-13.9%) Est. Cost $25.08 Unrealized
PEG Public Service Group 0.0%
Value ($000) $300 (-10.0%) Shares 3,735 (-6.5%) Est. Cost $56.39 Unrealized +43.8%
FTC First Trust Large Cap Growth Opportunity 0.0%
Value ($000) $402 (-7.5%) Shares 2,511 (-7.1%) Est. Cost $98.02 Unrealized
TBLL Invesco Treasury Collateral ETF 0.0%
Value ($000) $77 (-29.6%) Shares 729 (-29.6%) Est. Cost $91.66 Unrealized
HEI Heico Corp. 0.0%
Value ($000) $7 (-81.3%) Shares 23 (-81.3%) Est. Cost $176.36 Unrealized +79.2%
AFL AFLAC Inc. 0.1%
Value ($000) $824 (-3.7%) Shares 7,474 (-2.5%) Est. Cost $69.29 Unrealized +58.5%
RMD Resmed Inc 0.0%
Value ($000) $209 (-13.2%) Shares 866 (-1.4%) Est. Cost $203.47 Unrealized +25.5%
LYV Live Nation Inc. 0.0%
Value ($000) $37 (-46.2%) Shares 258 (-38.3%) Est. Cost $125.67 Unrealized +14.4%
JHMM John Hancock Multifactor Mid Cap ETF 0.0%
Value ($000) $192 (-14.0%) Shares 2,930 (-15.0%) Est. Cost $47.27 Unrealized
BP BP PLC ADR 0.0%
Value ($000) $148 (-17.2%) Shares 4,273 (-17.9%) Est. Cost $36.37 Unrealized
XLI Select Sector SPDR TR INDL 0.1%
Value ($000) $992 (-3.0%) Shares 6,396 (-3.6%) Est. Cost $111.42 Unrealized
COF Capital One Financial 0.1%
Value ($000) $665 (+4.8%) Shares 2,745 (-8.1%) Est. Cost $143.76 Unrealized +54.6%
NEAR iShares Short Maturity Bond 0.0%
Value ($000) $222 (-12.0%) Shares 4,344 (-11.7%) Est. Cost $49.71 Unrealized
NXPI NXP Semiconductors NV 0.0%
Value ($000) $252 (-10.7%) Shares 1,160 (-6.3%) Est. Cost $190.31 Unrealized +12.3%
ARES Ares Management Corporation 0.0%
Value ($000) $24 (-55.6%) Shares 149 (-56.0%) Est. Cost $134.17 Unrealized +15.5%
XLV SPDR -Health Care 0.1%
Value ($000) $1,141 (-2.6%) Shares 7,368 (-12.4%) Est. Cost $124.83 Unrealized
BEN Franklin Resources 0.0%
Value ($000) $15 (-65.8%) Shares 643 (-66.9%) Est. Cost $20.09 Unrealized +12.8%
DTE DTE Energy CO. 0.0%
Value ($000) $261 (-10.0%) Shares 2,025 (-1.4%) Est. Cost $104.07 Unrealized +29.5%
EFX Equifax Inc. 0.0%
Value ($000) $130 (-18.3%) Shares 597 (-3.4%) Est. Cost $100.88 Unrealized +116.8%
Nuveen Dow 30 Dynamic Overwrite Fund 0.0%
Value ($000) $49 (-36.9%) Shares 3,200 (-38.5%) Est. Cost $14.58 Unrealized
VCIT Vanguard Intermed Corp Bond Fund ETF 0.1%
Value ($000) $1,129 (-2.5%) Shares 13,486 (-2.0%) Est. Cost $80.36 Unrealized
UPS United Parcel Service 0.0%
Value ($000) $411 (-6.3%) Shares 4,144 (-21.1%) Est. Cost $122.02 Unrealized -24.0%
VRSN VeriSign Inc. 0.0%
Value ($000) $38 (-42.3%) Shares 156 (-33.6%) Est. Cost $184.46 Unrealized +36.0%
MCHI IShares MSCI China Index ETF 0.0%
Value ($000) $74 (-27.2%) Shares 1,233 (-20.2%) Est. Cost $47.18 Unrealized
SHLD Glb X Funds/glb X Defense Tech Etf 0.0%
Value ($000) $208 (-11.7%) Shares 3,209 (-4.2%) Est. Cost $59.31 Unrealized
IJK IShares Tr S&P MidCap 400 Growth Index Fund 0.1%
Value ($000) $916 (-2.9%) Shares 9,450 (-3.9%) Est. Cost $94.18 Unrealized
HUM Humana Inc 0.0%
Value ($000) $111 (-19.5%) Shares 435 (-18.2%) Est. Cost $433.45 Unrealized -39.7%
NRG NRG Energy Inc. 0.0%
Value ($000) $210 (-11.3%) Shares 1,317 (-9.8%) Est. Cost $91.10 Unrealized +81.4%
ESGD iShares ESG MSCI EAFE ETF 0.1%
Value ($000) $651 (-3.8%) Shares 6,845 (-6.0%) Est. Cost $62.73 Unrealized
HPQ HP Inc 0.0%
Value ($000) $81 (-24.0%) Shares 3,657 (-7.1%) Est. Cost $27.15 Unrealized -7.0%
BDX Becton, Dickinson & CO. 0.1%
Value ($000) $678 (-3.6%) Shares 3,494 (-7.1%) Est. Cost $188.60 Unrealized +0.5%
IJJ IShares S&P MidCap 400 Value Index 0.1%
Value ($000) $733 (-3.4%) Shares 5,570 (-4.7%) Est. Cost $110.13 Unrealized
BMO Bank Montreal Quebec 0.0%
Value ($000) $117 (-17.7%) Shares 904 (-17.4%) Est. Cost $91.19 Unrealized +38.9%
APTV Aptiv/par Vtg Fpd 0.01 0.0%
Value ($000) $85 (-22.3%) Shares 1,112 (-12.0%) Est. Cost $61.31 Unrealized +30.9%
ACM Aecom Technology Corp 0.0%
Value ($000) $21 (-53.4%) Shares 222 (-36.2%) Est. Cost $95.05 Unrealized +23.3%
SLYG SPDR S&P 600 Small Cap Growth ETF 0.1%
Value ($000) $671 (-3.5%) Shares 7,120 (-3.4%) Est. Cost $71.70 Unrealized
TRFM Etf S Solutions/aam Transformers Et 0.0%
Value ($000) $152 (-13.7%) Shares 3,199 (-12.2%) Est. Cost $15.39 Unrealized
FDS Factset Research Sys 0.0%
Value ($000) $21 (-53.5%) Shares 72 (-54.1%) Est. Cost $433.73 Unrealized -35.4%
TRV Travelers COS Inc 0.1%
Value ($000) $1,426 (+1.7%) Shares 4,915 (-2.1%) Est. Cost $132.16 Unrealized +112.3%
TSCO Tractor Supply CO 0.0%
Value ($000) $143 (-14.3%) Shares 2,869 (-2.5%) Est. Cost $52.83 Unrealized +1.7%
BAB Invesco Exchange-Traded Fd Tr Taxable Mun Bd 0.0%
Value ($000) $187 (-11.3%) Shares 6,878 (-11.0%) Est. Cost $26.96 Unrealized
GSK Glaxosmithkline PLC ADR 0.0%
Value ($000) $339 (+7.5%) Shares 6,911 (-5.4%) Est. Cost $24.46 Unrealized
OXY Occidental Petroleum 0.0%
Value ($000) $136 (-14.8%) Shares 3,303 (-2.0%) Est. Cost $59.85 Unrealized -30.6%
FSMB First Trust Exchange-traded Fund Iii 0.0%
Value ($000) $12 (-65.5%) Shares 616 (-65.4%) Est. Cost $19.87 Unrealized
FIW First Tr ISE Wtr Indexd Com 0.0%
Value ($000) $208 (-9.9%) Shares 1,916 (-6.9%) Est. Cost $82.00 Unrealized
RWK Invesco S&P Midcap 400 Rev ETF 0.0%
Value ($000) $129 (-14.9%) Shares 1,017 (-15.9%) Est. Cost $83.05 Unrealized
LRN Stride, Inc. 0.0%
Value ($000) $14 (-61.6%) Shares 216 (-11.8%) Est. Cost $105.65 Unrealized -14.1%
FMDE Fid Covington T/enhanced Mid Cap Et 0.0%
Value ($000) $68 (-24.6%) Shares 1,877 (-25.1%) Est. Cost $31.34 Unrealized
FTNT Fortinet Inc 0.0%
Value ($000) $21 (-50.9%) Shares 268 (-48.1%) Est. Cost $96.18 Unrealized -13.8%
JSMD Janus Henderson Small/MD CP Gr Alpha ETF 0.0%
Value ($000) $48 (-31.4%) Shares 589 (-29.7%) Est. Cost $71.88 Unrealized
BSJQ Invesco BulletShs 2026 High Yield Corp Bd ETF 0.0%
Value ($000) $205 (-9.6%) Shares 8,804 (-9.4%) Est. Cost $23.10 Unrealized
LNG Cheniere Energy Inc. 0.0%
Value ($000) $52 (-29.3%) Shares 270 (-14.6%) Est. Cost $183.12 Unrealized +14.7%
Redwood Mortgage Investors 8 0.0%
Value ($000) $72 (-23.3%) Shares 71,590 (-23.3%) Est. Cost $1.00 Unrealized
BURL Burlington Stores, Inc. 0.0%
Value ($000) $3 (-87.2%) Shares 11 (-88.8%) Est. Cost $190.10 Unrealized +42.7%
FPI Farmland Partners Inc Com 0.0%
Value ($000) $2 (-93.0%) Shares 166 (-92.1%) Est. Cost $10.89 Unrealized
FMHI First Trust Municipal High Income ETF 0.0%
Value ($000) $137 (-13.4%) Shares 2,849 (-14.2%) Est. Cost $45.51 Unrealized
SLYV SPDR Series Tr DJ Wilshire Small Cap Val ETF 0.1%
Value ($000) $773 (-2.6%) Shares 8,502 (-5.1%) Est. Cost $77.87 Unrealized
CMF iShares Cali AMT-Free Muni Bond ETF 0.0%
Value ($000) $379 (-5.2%) Shares 6,596 (-5.9%) Est. Cost $56.85 Unrealized
EW Edwards Lifesciences Corp. 0.0%
Value ($000) $333 (+6.7%) Shares 3,901 (-2.7%) Est. Cost $90.19 Unrealized -9.0%
ACWV IShares MSCI All Country World Min Vol 0.0%
Value ($000) $82 (-20.3%) Shares 688 (-19.5%) Est. Cost $94.61 Unrealized
NTES Netease.com Inc 0.0%
Value ($000) $2 (-90.4%) Shares 16 (-89.4%) Est. Cost $125.07 Unrealized
D Dominion Resources Inc. 0.0%
Value ($000) $231 (-8.2%) Shares 3,941 (-4.2%) Est. Cost $50.75 Unrealized +17.7%
TPC Tutor Perini Corp 0.0%
Value ($000) $1 (-95.0%) Shares 16 (-95.1%) Est. Cost $27.30 Unrealized +140.2%
NDAQ NASDAQ OMX Group, Inc. 0.0%
Value ($000) $415 (+5.0%) Shares 4,277 (-4.4%) Est. Cost $42.94 Unrealized +109.0%
WDAY Workday, Inc. 0.0%
Value ($000) $28 (-41.4%) Shares 130 (-34.3%) Est. Cost $203.66 Unrealized +11.6%
RBC RBC Bearings Inc 0.0%
Value ($000) $20 (-50.3%) Shares 44 (-56.4%) Est. Cost $188.86 Unrealized +124.2%
ITB IShares Trust US Home Construct 0.0%
Value ($000) $35 (-36.3%) Shares 359 (-29.1%) Est. Cost $107.25 Unrealized
DKS Dicks Sporting Goods Inc. 0.0%
Value ($000) $66 (-22.8%) Shares 332 (-13.3%) Est. Cost $180.48 Unrealized +20.3%
CSGP CoStar Group Inc. 0.0%
Value ($000) $19 (-50.5%) Shares 280 (-37.9%) Est. Cost $74.60 Unrealized -5.0%
SNA Snap-On Inc. 0.0%
Value ($000) $14 (-57.5%) Shares 41 (-57.3%) Est. Cost $235.88 Unrealized +44.3%
AGCO Agco Corp 0.0%
Value ($000) $16 (-53.4%) Shares 156 (-52.1%) Est. Cost $102.96 Unrealized +2.9%
SE Sea LTD ADR 0.0%
Value ($000) $32 (-36.3%) Shares 249 (-10.8%) Est. Cost $111.96 Unrealized
IT Gartner Inc 0.0%
Value ($000) $41 (-30.4%) Shares 164 (-27.4%) Est. Cost $364.39 Unrealized -33.9%
JPIB JP Morgan Diversified Return Glbl Eq ETF 0.0%
Value ($000) $4 (-82.6%) Shares 78 (-82.5%) Est. Cost $9.29 Unrealized
BF/B Brown Forman Inc. B 0.0%
Value ($000) $293 (-5.8%) Shares 11,226 (-2.1%) Est. Cost $40.96 Unrealized -31.7%
WSO Watsco Incorporated 0.0%
Value ($000) $29 (-38.2%) Shares 86 (-25.9%) Est. Cost $280.30 Unrealized +27.4%
SCHF Schwab Strategic Tr Intl Equity ETF 0.0%
Value ($000) $493 (-3.5%) Shares 20,517 (-6.5%) Est. Cost $24.58 Unrealized
DOC Healthpeak PPtys Inc 0.0%
Value ($000) $69 (-20.5%) Shares 4,293 (-5.3%) Est. Cost $17.79 Unrealized -1.8%
PINS Pinterest, Inc. 0.0%
Value ($000) $9 (-67.4%) Shares 332 (-59.5%) Est. Cost $27.76 Unrealized +3.7%
KVUE Kenvue Inc 0.0%
Value ($000) $79 (-18.2%) Shares 4,591 (-23.0%) Est. Cost $21.11 Unrealized -23.0%
FRI FIRST TRUST S&P REIT INDEX ETF 0.0%
Value ($000) $273 (-6.0%) Shares 9,990 (-3.3%) Est. Cost $19.81 Unrealized
GFI Gold Fields Limited New Sponsored ADR 0.0%
Value ($000) $12 (-58.8%) Shares 280 (-60.5%) Est. Cost $22.59 Unrealized
TELFY Telefonica SA ADR 0.0%
Value ($000) $1 (-94.2%) Shares 267 (-92.7%) Est. Cost $4.23 Unrealized
ALLY Ally Financial, Inc. 0.0%
Value ($000) $35 (-33.2%) Shares 763 (-42.2%) Est. Cost $34.00 Unrealized +20.0%
ODFL Old Dominion Freight Line Inc. 0.0%
Value ($000) $237 (+7.8%) Shares 1,510 (-3.2%) Est. Cost $125.19 Unrealized +14.4%
NICE Nice Sys Ltd Spons ADR 0.0%
Value ($000) $5 (-79.0%) Shares 40 (-73.2%) Est. Cost $186.69 Unrealized
MSCI MSCI Inc Class A 0.0%
Value ($000) $65 (-20.7%) Shares 113 (-21.5%) Est. Cost $519.18 Unrealized +7.9%
ETR Entergy Corp New 0.0%
Value ($000) $510 (-3.2%) Shares 5,522 (-2.4%) Est. Cost $64.79 Unrealized +45.9%
OC Owens Corning Inc New 0.0%
Value ($000) $14 (-54.1%) Shares 126 (-41.9%) Est. Cost $118.27 Unrealized -0.8%
BLOK Amplify Transformational Data S 0.0%
Value ($000) $35 (-31.9%) Shares 613 (-19.8%) Est. Cost $56.14 Unrealized
BUG Global X Fds Cybrscurty ETF 0.0%
Value ($000) $4 (-82.3%) Shares 115 (-79.5%) Est. Cost $29.04 Unrealized
CyberArk Software Ltd. 0.0%
Value ($000) $125 (-11.5%) Shares 280 (-4.1%) Est. Cost $150.92 Unrealized
GTES Gates Industrial Corporation Plc 0.0%
Value ($000) $2 (-88.5%) Shares 97 (-86.8%) Est. Cost $16.31 Unrealized +41.6%
FXI IShares FTSE/Xinhua China 25 Index Fund 0.0%
Value ($000) $12 (-57.6%) Shares 309 (-54.4%) Est. Cost $35.95 Unrealized
FSK FS KKR Capital Corp New 0.0%
Value ($000) $250 (-6.0%) Shares 16,914 (-5.2%) Est. Cost $12.70 Unrealized +15.8%
BILS Spdr S Tr/spdr Bloomberg Barclays 3 0.0%
Value ($000) $251 (-5.9%) Shares 2,529 (-5.6%) Est. Cost $99.48 Unrealized
EIX Edison International 0.0%
Value ($000) $127 (-10.9%) Shares 2,116 (-18.0%) Est. Cost $57.75 Unrealized -0.7%
OKE Oneok Inc. 0.1%
Value ($000) $694 (-2.2%) Shares 9,448 (-2.9%) Est. Cost $69.71 Unrealized +1.1%
MCO Moody's Corp. 0.0%
Value ($000) $103 (-13.1%) Shares 201 (-19.0%) Est. Cost $325.19 Unrealized +49.9%
KT KT Corp 0.0%
Value ($000) $11 (-57.6%) Shares 600 (-56.4%) Est. Cost $16.91 Unrealized
SCCO Southern Copper Corp. 0.0%
Value ($000) $138 (-10.1%) Shares 964 (-23.9%) Est. Cost $99.56 Unrealized +33.3%
TROW T. Rowe Price Group Inc. 0.0%
Value ($000) $262 (-5.6%) Shares 2,555 (-5.3%) Est. Cost $84.71 Unrealized +20.6%
BSCR Invesco Exchang/bulletshares 2027 C 0.0%
Value ($000) $174 (-8.1%) Shares 8,792 (-8.3%) Est. Cost $19.50 Unrealized
TTEK Tetra Tech Inc New 0.0%
Value ($000) $15 (-49.3%) Shares 455 (-49.6%) Est. Cost $41.17 Unrealized -17.9%
GLAD Gladstone Capital Corp. 0.0%
Value ($000) $20 (-43.1%) Shares 948 (-39.7%) Est. Cost $20.32 Unrealized -3.1%
RELX RELX PLC Sponsored ADR 0.0%
Value ($000) $47 (-23.7%) Shares 1,171 (-9.9%) Est. Cost $42.95 Unrealized
BSCS Invesco Exchange-traded Self-indexed Fund Tru 0.0%
Value ($000) $246 (-5.6%) Shares 11,941 (-5.7%) Est. Cost $20.24 Unrealized
ALB Albemarle Corp 0.0%
Value ($000) $41 (+53.9%) Shares 292 (-11.8%) Est. Cost $142.23 Unrealized -20.4%
Flaherty & Crumrine Pfd Secs Income Fd 0.0%
Value ($000) $21 (-39.5%) Shares 1,300 (-38.1%) Est. Cost $16.13 Unrealized
OZK Bank Ozk 0.0%
Value ($000) $22 (-39.0%) Shares 474 (-32.5%) Est. Cost $36.27 Unrealized +27.6%
MNST Monster Beverage Corp New 0.0%
Value ($000) $182 (+8.3%) Shares 2,377 (-4.9%) Est. Cost $52.43 Unrealized +36.6%
ADM Archer Daniels Midland CO 0.0%
Value ($000) $267 (-5.0%) Shares 4,644 (-1.2%) Est. Cost $39.88 Unrealized +49.1%
JGLO J.p. Morgan Exchange-traded Fund Trust 0.0%
Value ($000) $261 (-5.0%) Shares 3,862 (-4.9%) Est. Cost $60.38 Unrealized
JHG Henderson Group PLC USD. 0.0%
Value ($000) $10 (-58.3%) Shares 206 (-61.0%) Est. Cost $38.16 Unrealized +15.9%
ELF E L F Beauty In/sh 0.0%
Value ($000) $11 (-54.5%) Shares 149 (-20.7%) Est. Cost $120.05 Unrealized -18.0%
SOXX iShares PHLX Semiconductor ETF 0.0%
Value ($000) $245 (+5.9%) Shares 813 (-4.7%) Est. Cost $218.38 Unrealized
AMG Affiliated Managers Group Inc Com Stk 0.0%
Value ($000) $52 (-20.6%) Shares 180 (-34.3%) Est. Cost $173.45 Unrealized +49.0%
BAH Booz Allen Hamilton Holding Corporation 0.0%
Value ($000) $15 (-47.7%) Shares 174 (-38.1%) Est. Cost $138.35 Unrealized -36.0%
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.0%
Value ($000) $30 (-30.3%) Shares 622 (-30.9%) Est. Cost $46.74 Unrealized
ADC Agree Realty Corporation 0.0%
Value ($000) $106 (-11.0%) Shares 1,469 (-12.2%) Est. Cost $66.14 Unrealized
KKR KKR & Co Inc Cl A 0.0%
Value ($000) $240 (-5.2%) Shares 1,879 (-3.3%) Est. Cost $120.02 Unrealized +3.6%
CE Celanese Corp Del 0.0%
Value ($000) $13 (-50.0%) Shares 306 (-50.2%) Est. Cost $136.28 Unrealized -70.1%
PDP Invesco DWA Momentum ETF 0.0%
Value ($000) $515 (-2.4%) Shares 4,421 (-1.1%) Est. Cost $61.59 Unrealized
SCHE ETF Schwab Emerging Market 0.0%
Value ($000) $259 (-4.7%) Shares 7,905 (-2.9%) Est. Cost $25.34 Unrealized
ROAD Construction Partners Inc Cl A 0.0%
Value ($000) $8 (-62.0%) Shares 72 (-55.6%) Est. Cost $61.87 Unrealized +82.0%
ZBH Zimmer Holdings Inc. 0.0%
Value ($000) $101 (-11.2%) Shares 1,123 (-2.7%) Est. Cost $118.91 Unrealized -20.5%
PSTG Pure Storage, Inc. 0.0%
Value ($000) $24 (-34.3%) Shares 359 (-17.8%) Est. Cost $37.36 Unrealized +123.6%
SON Sonoco Products CO 0.0%
Value ($000) $22 (-36.0%) Shares 511 (-36.8%) Est. Cost $50.93 Unrealized -19.2%
MMLG First Trust Exchange-traded Fund Viii 0.0%
Value ($000) $135 (-8.5%) Shares 3,800 (-6.4%) Est. Cost $24.42 Unrealized
TTWO Take-Two Interactive Software, Inc. 0.0%
Value ($000) $35 (-26.4%) Shares 136 (-25.7%) Est. Cost $150.92 Unrealized +65.2%
SPXC SPC Technologies Inc 0.0%
Value ($000) $9 (-57.3%) Shares 45 (-60.2%) Est. Cost $97.08 Unrealized
CTRA Coterra Energy /sh Sh 0.0%
Value ($000) $264 (-4.2%) Shares 10,028 (-13.9%) Est. Cost $24.85 Unrealized +1.0%
MAIN Main Street Capital Corp 0.0%
Value ($000) $113 (-9.3%) Shares 1,869 (-4.4%) Est. Cost $41.38 Unrealized +42.5%
AME Ametek Inc 0.0%
Value ($000) $74 (-13.5%) Shares 358 (-20.8%) Est. Cost $141.29 Unrealized +37.6%
CUBE CubeSmart 0.0%
Value ($000) $17 (-40.0%) Shares 478 (-32.3%) Est. Cost $41.37 Unrealized
FN Fabrinet 0.0%
Value ($000) $66 (+20.7%) Shares 146 (-3.3%) Est. Cost $154.52 Unrealized +181.5%
SNX Synnex Corp 0.0%
Value ($000) $111 (-9.2%) Shares 742 (-1.1%) Est. Cost $115.79 Unrealized +32.0%
RDIV Invesco S&P Ultra Dividend Rev ETF 0.0%
Value ($000) $123 (-8.3%) Shares 2,355 (-8.2%) Est. Cost $41.76 Unrealized
DXCM DexCom, Inc. 0.0%
Value ($000) $15 (-42.5%) Shares 225 (-41.7%) Est. Cost $81.30 Unrealized -20.5%
QQQH Neos Etf Tr/nasdaq 100 Hedged Equity 0.0%
Value ($000) $30 (-26.8%) Shares 550 (-26.7%) Est. Cost $48.82 Unrealized
FTLS First Trust Long/Short Equity ETF 0.0%
Value ($000) $176 (-5.8%) Shares 2,479 (-7.2%) Est. Cost $59.71 Unrealized
SCHM Schwab U.S. Mid-Cap ETF 0.0%
Value ($000) $454 (-2.3%) Shares 15,106 (-3.7%) Est. Cost $39.57 Unrealized
PTC PTC, Inc. 0.0%
Value ($000) $10 (-52.0%) Shares 57 (-44.1%) Est. Cost $145.61 Unrealized +27.6%
EMGF iShares FactorSelect Msc ETF 0.0%
Value ($000) $102 (-9.5%) Shares 1,770 (-11.5%) Est. Cost $56.58 Unrealized
IRTC iRhythm Technologies, Inc. 0.0%
Value ($000) $0 (-98.3%) Shares 1 (-98.4%) Est. Cost $136.90 Unrealized +29.4%
FERG Ferguson Enterprises Inc. 0.0%
Value ($000) $35 (-23.2%) Shares 155 (-22.5%) Est. Cost $196.83 Unrealized +20.9%
WIX Wix.com Ltd. 0.0%
Value ($000) $6 (-62.3%) Shares 60 (-35.5%) Est. Cost $153.98 Unrealized -21.5%
MFC Manulife Financial Corp 0.0%
Value ($000) $179 (-5.4%) Shares 4,928 (-18.7%) Est. Cost $23.96 Unrealized +41.6%
MMM 3M Company 0.1%
Value ($000) $1,438 (+0.7%) Shares 8,985 (-2.4%) Est. Cost $94.97 Unrealized +71.8%
GWX Spdr Ix Shs Fun/s&p Intl Small Cap 0.0%
Value ($000) $7 (-59.5%) Shares 167 (-60.1%) Est. Cost $36.84 Unrealized
FLEX Flextronics International Ltd. 0.1%
Value ($000) $1,669 (+0.6%) Shares 27,626 (-3.5%) Est. Cost $22.53 Unrealized +174.1%
HRB H & R Block 0.0%
Value ($000) $49 (-16.8%) Shares 1,123 (-3.4%) Est. Cost $32.19 Unrealized +44.2%
SPBO SPDR Portfolio Corporate Bond ETF 0.0%
Value ($000) $217 (-4.3%) Shares 7,407 (-3.4%) Est. Cost $29.13 Unrealized
QBTS D-Wave Quantum Inc 0.0%
Value ($000) $13 (-42.7%) Shares 502 (-45.8%) Est. Cost $16.83 Unrealized +73.1%
OKLO Oklo Inc/sh Cl A 0.0%
Value ($000) $6 (-63.0%) Shares 80 (-42.4%) Est. Cost $38.57 Unrealized +189.1%
PSC Prin Exchange-t/prin US Small-cap 0.0%
Value ($000) $451 (-2.1%) Shares 7,815 (-3.4%) Est. Cost $52.76 Unrealized
TTD The Trade Desk, Inc. 0.0%
Value ($000) $26 (-27.1%) Shares 682 (-5.9%) Est. Cost $56.50 Unrealized -21.5%
BBCA JP Morgan Exchange - Traded FD Betabuilders 0.0%
Value ($000) $525 (+1.8%) Shares 5,643 (-4.5%) Est. Cost $1.81 Unrealized
CRDO Credo Technology Group Holding Ltd 0.0%
Value ($000) $212 (-4.3%) Shares 1,474 (-3.2%) Est. Cost $119.86 Unrealized +28.3%
CRTO Criteo SA ADS 0.0%
Value ($000) $5 (-65.7%) Shares 239 (-62.4%) Est. Cost $27.61 Unrealized
MPWR Monolithic Power System Incorporated 0.0%
Value ($000) $66 (-12.4%) Shares 73 (-11.0%) Est. Cost $601.94 Unrealized +59.6%
LYB LyondellBasell Industries NV 0.0%
Value ($000) $61 (-13.1%) Shares 1,412 (-1.6%) Est. Cost $74.14 Unrealized -40.1%
GSSC Goldman Sachs small cap equity ETF 0.0%
Value ($000) $201 (-4.3%) Shares 2,658 (-5.2%) Est. Cost $71.52 Unrealized
HYDB Blackrock Institutional Trust Company N.a. 0.0%
Value ($000) $47 (-15.8%) Shares 1,000 (-15.0%) Est. Cost $47.05 Unrealized
MDYG SPDR Series Trust S&P 400 Mid Cap Growth ETF 0.0%
Value ($000) $166 (-5.1%) Shares 1,795 (-6.0%) Est. Cost $71.96 Unrealized
GT Goodyear Tire & Rubber CO. 0.0%
Value ($000) $63 (+15.9%) Shares 7,239 (-1.0%) Est. Cost $10.34 Unrealized -23.8%
VGK Vanguard MSCI European ETF 0.1%
Value ($000) $1,231 (+0.7%) Shares 14,725 (-3.9%) Est. Cost $58.41 Unrealized
IDCC Interdigital Inc 0.0%
Value ($000) $5 (-64.5%) Shares 15 (-61.5%) Est. Cost $262.64 Unrealized +34.6%
IGRO iShares Intl Dividend Growth 0.0%
Value ($000) $132 (-6.1%) Shares 1,596 (-9.6%) Est. Cost $33.78 Unrealized
NSA National Storage Affiliates Trust 0.0%
Value ($000) $4 (-66.2%) Shares 155 (-63.9%) Est. Cost $39.14 Unrealized
WING Wingstop, Inc. 0.0%
Value ($000) $0 (-97.3%) Shares 1 (-97.1%) Est. Cost $295.94 Unrealized -16.3%
MOS Mosaic & CO 0.0%
Value ($000) $15 (-35.7%) Shares 630 (-7.5%) Est. Cost $43.88 Unrealized -39.0%
TER Teradyne Inc 0.0%
Value ($000) $31 (+37.2%) Shares 160 (-2.4%) Est. Cost $97.17 Unrealized +76.5%
CROX Crocs Inc. 0.0%
Value ($000) $9 (-47.4%) Shares 109 (-48.6%) Est. Cost $94.13 Unrealized -11.1%
XMHQ Invesco S&P MidCap Quality ETF 0.0%
Value ($000) $201 (-4.0%) Shares 1,966 (-1.6%) Est. Cost $91.22 Unrealized
VMC Vulcan Materials 0.0%
Value ($000) $66 (-11.1%) Shares 230 (-4.2%) Est. Cost $183.85 Unrealized +59.4%
PFGC Performance Food Group Company 0.0%
Value ($000) $3 (-70.5%) Shares 38 (-66.1%) Est. Cost $59.99 Unrealized +61.0%
WDC Western Digital Corp. 0.0%
Value ($000) $12 (-41.4%) Shares 67 (-59.1%) Est. Cost $78.48 Unrealized +93.1%
EWS Ishares MSCI Singapore 0.0%
Value ($000) $1 (-89.3%) Shares 35 (-89.0%) Est. Cost $27.11 Unrealized
CSM Proshares Trust 0.0%
Value ($000) $198 (-3.9%) Shares 2,485 (-7.7%) Est. Cost $64.70 Unrealized
LOPE Grand Canyon Education 0.0%
Value ($000) $16 (-32.7%) Shares 99 (-11.6%) Est. Cost $133.20 Unrealized +35.8%
CRM Salesforce.com Inc 0.1%
Value ($000) $1,709 (-0.5%) Shares 6,450 (-10.9%) Est. Cost $202.70 Unrealized +22.4%
KMX CarMax Inc 0.0%
Value ($000) $4 (-69.1%) Shares 92 (-64.1%) Est. Cost $78.68 Unrealized -49.2%
YUM Yum Brands Inc. 0.0%
Value ($000) $290 (-2.7%) Shares 1,918 (-2.2%) Est. Cost $91.36 Unrealized +61.6%
TLN Talen Energy Corp 0.0%
Value ($000) $33 (-19.2%) Shares 88 (-8.3%) Est. Cost $206.53 Unrealized +88.2%
EXAS Exact Sciences Corporation 0.0%
Value ($000) $0 (-96.3%) Shares 3 (-98.0%) Est. Cost $50.80 Unrealized +58.1%
WGS Genedx Holdings/sh Cl A 0.0%
Value ($000) $8 (-49.6%) Shares 61 (-58.2%) Est. Cost $64.99 Unrealized +111.2%
VOOG Vanguard S&P 500 Growth ETF 0.1%
Value ($000) $1,221 (+0.6%) Shares 2,746 (-1.4%) Est. Cost $237.49 Unrealized
NTAP Netapp, Inc. 0.0%
Value ($000) $15 (-33.1%) Shares 142 (-26.0%) Est. Cost $101.46 Unrealized +12.0%
EQIX Equinix, Inc. 0.0%
Value ($000) $89 (-7.7%) Shares 116 (-5.7%) Est. Cost $725.85 Unrealized +7.6%
CERY Spdr S Tr/Bloomberg Enhanced Roll Y 0.0%
Value ($000) $17 (-30.1%) Shares 589 (-29.9%) Est. Cost $28.17 Unrealized
TDY Teledyne Technologies 0.0%
Value ($000) $40 (-15.0%) Shares 78 (-2.5%) Est. Cost $446.99 Unrealized +17.9%
ARGX Argenx Se/s Adr 0.0%
Value ($000) $22 (-24.0%) Shares 26 (-33.3%) Est. Cost $599.92 Unrealized
APO Apollo Global Management, Inc. New 0.0%
Value ($000) $121 (+6.0%) Shares 834 (-2.5%) Est. Cost $79.72 Unrealized +66.3%
NBET Neuberger Berma/Neuberger Berman Ca 0.0%
Value ($000) $33 (-17.1%) Shares 997 (-16.9%) Est. Cost $32.81 Unrealized
VTWO Vanguard Russell 2000 Index ETF 0.0%
Value ($000) $266 (-2.5%) Shares 2,676 (-4.1%) Est. Cost $92.08 Unrealized
AFG American Financial Group Inc. 0.0%
Value ($000) $23 (-21.8%) Shares 171 (-16.6%) Est. Cost $118.56 Unrealized +12.7%
DAR Darling International 0.0%
Value ($000) $4 (-62.5%) Shares 106 (-67.9%) Est. Cost $67.19 Unrealized -49.6%
OLLI Ollie's Bargain Outlet Holdings, Inc. 0.0%
Value ($000) $25 (-20.2%) Shares 229 (-6.5%) Est. Cost $97.35 Unrealized +23.9%
SCHP Schwab US TIPS ETF 0.0%
Value ($000) $112 (-5.3%) Shares 4,213 (-3.7%) Est. Cost $32.09 Unrealized
FWONK Liberty Media C/sh Nv 0.0%
Value ($000) $37 (-14.3%) Shares 379 (-9.1%) Est. Cost $72.91 Unrealized
B Barrick Mining Corp. 0.0%
Value ($000) $75 (+9.0%) Shares 1,722 (-18.0%) Est. Cost $25.15 Unrealized +48.8%
SKWD Skyward Specialty Insurance Group Inc 0.0%
Value ($000) $9 (-40.1%) Shares 180 (-44.3%) Est. Cost $30.75 Unrealized +56.3%
APG Api Group Corporation 0.0%
Value ($000) $6 (-51.4%) Shares 151 (-56.4%) Est. Cost $29.23 Unrealized +26.5%
GWW Grainger W. W. Inc. 0.0%
Value ($000) $195 (+3.2%) Shares 193 (-2.5%) Est. Cost $553.99 Unrealized +74.9%
FYX First Trust Small Cap Core Alphadex Fund 0.0%
Value ($000) $339 (+1.8%) Shares 2,995 (-2.0%) Est. Cost $81.68 Unrealized
IQDY FlexShares Intl Qual Div Dynamic ETF 0.0%
Value ($000) $178 (-3.2%) Shares 4,852 (-10.3%) Est. Cost $24.63 Unrealized
ILMN Illumina Inc 0.0%
Value ($000) $27 (+27.1%) Shares 207 (-8.0%) Est. Cost $131.05 Unrealized -10.4%
CRBG Corebridge Financial Inc. 0.0%
Value ($000) $2 (-70.0%) Shares 81 (-68.1%) Est. Cost $25.20 Unrealized +21.2%
FIS Fidelity National Information Services 0.0%
Value ($000) $102 (-5.3%) Shares 1,533 (-6.0%) Est. Cost $67.92 Unrealized -3.4%
CABO CABLE ONE INC 0.0%
Value ($000) $2 (-73.3%) Shares 18 (-58.1%) Est. Cost $216.41 Unrealized -37.0%
HEI/A Heico Corp New Cl A 0.0%
Value ($000) $32 (-14.7%) Shares 127 (-14.2%) Est. Cost $200.27 Unrealized +23.3%
SHM SPDR Nuveen Blmbg Barclays St MunBd ETF 0.0%
Value ($000) $151 (-3.5%) Shares 3,145 (-3.1%) Est. Cost $46.56 Unrealized
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $4 (-59.5%) Shares 58 (-50.8%) Est. Cost $95.59 Unrealized -27.3%
UBS UBS Group AG 0.0%
Value ($000) $30 (-15.1%) Shares 635 (-25.6%) Est. Cost $35.02 Unrealized +15.4%
NCNO Ncino Inc New/sh 0.0%
Value ($000) $4 (-53.9%) Shares 175 (-51.3%) Est. Cost $29.09 Unrealized -12.7%
TXRH Texas Roadhouse Inc. 0.0%
Value ($000) $20 (-20.6%) Shares 118 (-20.8%) Est. Cost $109.94 Unrealized +53.5%
SLVP Blackrock Institutional Trust Company N.a. 0.0%
Value ($000) $5 (-49.9%) Shares 149 (-59.9%) Est. Cost $13.26 Unrealized
WU Western Union CO. 0.0%
Value ($000) $6 (-43.9%) Shares 696 (-51.9%) Est. Cost $12.08 Unrealized
PFXF Vaneck Vectors Pref Secs exFincls ETF 0.0%
Value ($000) $271 (-1.8%) Shares 15,363 (-1.2%) Est. Cost $17.28 Unrealized
AMBA Ambarella Inc. 0.0%
Value ($000) $10 (-32.7%) Shares 145 (-21.6%) Est. Cost $71.35 Unrealized +13.3%
EXR Extra Space Storage Inc. 0.0%
Value ($000) $3 (-59.3%) Shares 26 (-55.9%) Est. Cost $155.48 Unrealized -13.2%
EG Everest Reinsurance Group Ltd. 0.0%
Value ($000) $87 (-5.3%) Shares 255 (-2.3%) Est. Cost $348.25 Unrealized -5.2%
OGN Organon & Co Common Stock 0.0%
Value ($000) $9 (-34.1%) Shares 1,301 (-1.9%) Est. Cost $20.05 Unrealized -60.7%
KEY Keycorp. 0.0%
Value ($000) $49 (-8.9%) Shares 2,383 (-17.5%) Est. Cost $14.76 Unrealized +25.3%
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.0%
Value ($000) $50 (-8.7%) Shares 823 (-10.0%) Est. Cost $43.38 Unrealized
SMMU PIMCO Short Term Muni Bd Acrv ETF 0.0%
Value ($000) $36 (-11.5%) Shares 708 (-11.3%) Est. Cost $49.80 Unrealized
FTS Fortis Inc 0.0%
Value ($000) $17 (-21.3%) Shares 330 (-23.1%) Est. Cost $42.22 Unrealized +20.4%
PCG PG&E Corp. 0.0%
Value ($000) $109 (+4.4%) Shares 6,770 (-2.0%) Est. Cost $12.65 Unrealized +25.8%
BOKF BOK Financial Corporation 0.0%
Value ($000) $13 (-26.6%) Shares 107 (-31.0%) Est. Cost $104.15 Unrealized +6.9%
VIGI Vanguard Whitehall Fds Intl Div App ETF 0.0%
Value ($000) $296 (-1.5%) Shares 3,240 (-3.5%) Est. Cost $71.23 Unrealized
CART Maplebear Inc/sh 0.0%
Value ($000) $0 (-97.1%) Shares 3 (-97.6%) Est. Cost $44.42 Unrealized -7.9%
WHR Whirlpool Corp 0.0%
Value ($000) $4 (-50.1%) Shares 62 (-45.6%) Est. Cost $98.22 Unrealized -24.8%
ON On Semiconductor Corp 0.0%
Value ($000) $21 (-17.1%) Shares 394 (-24.5%) Est. Cost $63.67 Unrealized -19.4%
INCY Incyte Pharmaceuticals Inc. 0.0%
Value ($000) $57 (+8.2%) Shares 579 (-7.1%) Est. Cost $60.99 Unrealized +58.6%
MFG Mizuho Financial Group Inc SA 0.0%
Value ($000) $23 (-15.9%) Shares 3,113 (-23.0%) Est. Cost $5.88 Unrealized
PBH Prestige Brand Hlgs 0.0%
Value ($000) $20 (-17.9%) Shares 318 (-17.0%) Est. Cost $72.16 Unrealized -15.2%
CCJ Cameco Corp. 0.0%
Value ($000) $224 (+1.9%) Shares 2,448 (-6.6%) Est. Cost $49.02 Unrealized +83.5%
LEN Lennar Corp. 0.0%
Value ($000) $12 (-25.3%) Shares 119 (-8.5%) Est. Cost $106.69 Unrealized +13.1%
SIL Global X Silver Miners ETF 0.0%
Value ($000) $33 (+14.0%) Shares 401 (-2.2%) Est. Cost $68.49 Unrealized
DFAX Dimensional World Ex US Core Equity 2 ETF 0.0%
Value ($000) $264 (-1.5%) Shares 8,080 (-5.6%) Est. Cost $11.26 Unrealized
ITT ITT Inc 0.0%
Value ($000) $2 (-66.2%) Shares 12 (-65.7%) Est. Cost $126.54 Unrealized +41.6%
LII Lennox International Inc. 0.0%
Value ($000) $39 (-9.4%) Shares 80 (-1.2%) Est. Cost $423.22 Unrealized +18.1%
ARMK Aramark 0.0%
Value ($000) $1 (-84.0%) Shares 20 (-83.3%) Est. Cost $39.60 Unrealized -4.2%
GDDY GoDaddy, Inc. 0.0%
Value ($000) $8 (-32.0%) Shares 63 (-25.0%) Est. Cost $175.79 Unrealized -26.4%
IQV IQVIA Holdings Inc 0.0%
Value ($000) $98 (-3.6%) Shares 433 (-18.8%) Est. Cost $204.28 Unrealized +6.5%
IBDS iShares iBonds Dec 2027 Term Corp ETF 0.0%
Value ($000) $278 (-1.3%) Shares 11,456 (-1.0%) Est. Cost $24.10 Unrealized
ARB Altshares Tr/merger Arbitrage Et 0.0%
Value ($000) $33 (-9.9%) Shares 1,135 (-10.1%) Est. Cost $27.15 Unrealized
AGNC AGNC Investment Corp. 0.0%
Value ($000) $177 (+2.1%) Shares 16,469 (-6.8%) Est. Cost $10.18 Unrealized
KEYS Keysight Technologies, Inc. 0.0%
Value ($000) $68 (+5.5%) Shares 336 (-9.2%) Est. Cost $151.18 Unrealized +22.7%
FHLC Fid Covington T/msci Health Care Ix 0.0%
Value ($000) $63 (+6.0%) Shares 844 (-4.6%) Est. Cost $67.47 Unrealized
KSS Kohl's Corp. 0.0%
Value ($000) $5 (-43.5%) Shares 222 (-57.5%) Est. Cost $19.17 Unrealized -2.2%
DOX Amdocs Ltd 0.0%
Value ($000) $28 (-11.1%) Shares 345 (-9.4%) Est. Cost $82.29 Unrealized -2.9%
FIX Comfort Systems USA, Inc. 0.0%
Value ($000) $58 (+6.2%) Shares 62 (-6.1%) Est. Cost $286.19 Unrealized +222.5%
BUD Anheuser Busch Inbev SA/NV 0.0%
Value ($000) $29 (-10.5%) Shares 448 (-16.7%) Est. Cost $57.48 Unrealized
CAG Conagra Brands Inc. 0.0%
Value ($000) $23 (-12.7%) Shares 1,326 (-7.7%) Est. Cost $23.06 Unrealized -23.5%
SNDK Sandisk Corp/sh 0.0%
Value ($000) $3 (-50.7%) Shares 14 (-76.3%) Est. Cost $56.91 Unrealized +251.9%
NTRA Natera Inc 0.0%
Value ($000) $23 (-12.7%) Shares 100 (-38.7%) Est. Cost $148.01 Unrealized +40.9%
CALM Cal-Maine Foods Inc. 0.0%
Value ($000) $12 (-21.2%) Shares 150 (-6.8%) Est. Cost $88.55 Unrealized -2.2%
ARWR Arrowhead Pharmaceuticals Inc 0.0%
Value ($000) $14 (+29.6%) Shares 212 (-32.7%) Est. Cost $34.96 Unrealized +40.2%
PZA Invesco Insured National Muni Bond 0.0%
Value ($000) $126 (-2.4%) Shares 5,438 (-2.9%) Est. Cost $23.21 Unrealized
GEM Goldman Sachs ActiveBeta EMkts Eq ETF 0.0%
Value ($000) $369 (-0.8%) Shares 8,875 (-3.0%) Est. Cost $38.48 Unrealized
CBRL Cracker Barrel Old Country Store, Inc. 0.0%
Value ($000) $1 (-74.5%) Shares 42 (-55.8%) Est. Cost $85.46 Unrealized -62.9%
AMSC American Superconductor Corp. 0.0%
Value ($000) $1 (-67.7%) Shares 50 (-33.3%) Est. Cost $14.46 Unrealized +199.0%
SF Stifel Financial Corp. 0.0%
Value ($000) $4 (-43.4%) Shares 30 (-49.2%) Est. Cost $63.59 Unrealized +88.1%
HOG Harley-Davidson Inc. 0.0%
Value ($000) $5 (-37.9%) Shares 230 (-15.4%) Est. Cost $31.10 Unrealized -21.0%
ALC Alcon Inc 0.0%
Value ($000) $77 (+3.8%) Shares 963 (-3.1%) Est. Cost $77.06 Unrealized -0.1%
IYW MFC Ishare TR Dow Jones US Technology 0.1%
Value ($000) $1,635 (-0.2%) Shares 8,187 (-2.1%) Est. Cost $92.72 Unrealized
UTHR United Therapeutics Corp. 0.0%
Value ($000) $35 (+8.7%) Shares 72 (-6.5%) Est. Cost $250.36 Unrealized +86.0%
SSD Simpson Manufacturing CO 0.0%
Value ($000) $3 (-46.4%) Shares 20 (-44.4%) Est. Cost $121.23 Unrealized +39.2%
ITA MFC Ishares TR Dow Jones Aerospace 0.1%
Value ($000) $838 (+0.3%) Shares 3,904 (-2.2%) Est. Cost $137.61 Unrealized
THRO Blackrock ETF T/future U S Themes E 0.0%
Value ($000) $441 (-0.6%) Shares 11,428 (-2.4%) Est. Cost $35.81 Unrealized
VNT Vontier Corporation 0.0%
Value ($000) $11 (-19.5%) Shares 287 (-9.2%) Est. Cost $27.06 Unrealized +41.4%
BIDU Baidu Inc 0.0%
Value ($000) $6 (-30.8%) Shares 44 (-30.2%) Est. Cost $144.58 Unrealized
GMED Globus Medical, Inc. 0.0%
Value ($000) $1 (-70.7%) Shares 12 (-81.0%) Est. Cost $72.21 Unrealized +5.1%
MTB M&T Bank Corp 0.0%
Value ($000) $119 (-2.0%) Shares 590 (-3.9%) Est. Cost $150.71 Unrealized +26.1%
SNEX Stonex Grp Inc/sh 0.0%
Value ($000) $22 (-10.0%) Shares 232 (-4.5%) Est. Cost $95.01 Unrealized -0.7%
FER Ferrovial Se/Sh Vtg Fpd 0.0%
Value ($000) $25 (+11.0%) Shares 380 (-2.1%) Est. Cost $53.87 Unrealized +18.2%
PLAB Photronics Inc. 0.0%
Value ($000) $6 (-29.3%) Shares 183 (-49.3%) Est. Cost $21.48 Unrealized +20.1%
XLSR SSGA Active Tr/SPDR SSGA US Sector 0.0%
Value ($000) $118 (+2.1%) Shares 1,896 (-2.4%) Est. Cost $53.69 Unrealized
DXC DXC Tech Company Common S 0.0%
Value ($000) $1 (-67.2%) Shares 79 (-69.5%) Est. Cost $27.00 Unrealized -49.1%
IBDT Ishares Tr/ibonds Dec 2028 Term Cor 0.0%
Value ($000) $158 (-1.5%) Shares 6,205 (-1.2%) Est. Cost $21.37 Unrealized
ACHC Acadia Healthcare Company N.A. 0.0%
Value ($000) $1 (-65.7%) Shares 85 (-40.1%) Est. Cost $65.51 Unrealized -71.1%
ABVX Abivax Sa/s Adr 0.0%
Value ($000) $4 (-38.7%) Shares 27 (-61.4%) Est. Cost $84.90 Unrealized
PVH PVH Corp 0.0%
Value ($000) $2 (-52.3%) Shares 31 (-40.4%) Est. Cost $78.51 Unrealized -0.4%
IBDR iShares iBonds Dec 2026 Term Corporate ETF 0.0%
Value ($000) $123 (-1.8%) Shares 5,075 (-1.5%) Est. Cost $23.80 Unrealized
INGR Ingredion, Inc. 0.0%
Value ($000) $5 (-32.3%) Shares 42 (-25.0%) Est. Cost $132.00 Unrealized -14.6%
ELV Elevance Health, Inc 0.0%
Value ($000) $495 (-0.4%) Shares 1,412 (-8.3%) Est. Cost $470.47 Unrealized -28.4%
EPI WisdomTree India Earnings 0.0%
Value ($000) $211 (+1.0%) Shares 4,568 (-3.5%) Est. Cost $42.41 Unrealized
LPLA LPL Financial Holdings, Inc. 0.0%
Value ($000) $27 (-7.4%) Shares 75 (-13.8%) Est. Cost $312.44 Unrealized +13.2%
IBDU Ishares Tr/ibonds Dec 2029 Term Cor 0.0%
Value ($000) $33 (-6.1%) Shares 1,398 (-5.9%) Est. Cost $23.06 Unrealized
SBAC SBA Communications Corp Class A New 0.0%
Value ($000) $9 (-18.9%) Shares 47 (-19.0%) Est. Cost $269.74 Unrealized -28.6%
DWM Wisdomtree Tr/intl Equity Fd 0.0%
Value ($000) $23 (-8.4%) Shares 338 (-11.7%) Est. Cost $52.69 Unrealized
GNTX Gentex Corp. 0.0%
Value ($000) $3 (-41.9%) Shares 125 (-29.4%) Est. Cost $29.46 Unrealized -18.2%
APLD Applied Digital Corporation 0.0%
Value ($000) $40 (+5.3%) Shares 1,625 (-1.5%) Est. Cost $7.80 Unrealized +269.4%
IDEV Ishares Tr/core Msci Intl Deve 0.0%
Value ($000) $161 (+1.2%) Shares 1,951 (-1.6%) Est. Cost $67.50 Unrealized
LECO Lincoln Electric Holdings Inc. 0.0%
Value ($000) $418 (+0.5%) Shares 1,746 (-1.1%) Est. Cost $105.70 Unrealized +124.1%
LVS Las Vegas Sands Corp. 0.0%
Value ($000) $5 (-26.5%) Shares 82 (-39.3%) Est. Cost $51.67 Unrealized +18.4%
OGS ONE Gas, Inc. 0.0%
Value ($000) $6 (-23.6%) Shares 80 (-20.0%) Est. Cost $75.75 Unrealized +6.1%
PRI Primerica, Inc. 0.0%
Value ($000) $10 (-15.6%) Shares 39 (-9.3%) Est. Cost $134.59 Unrealized +93.8%
IBDV Ishares Tr/ibonds Dec 2030 Term Cor 0.0%
Value ($000) $30 (-5.9%) Shares 1,344 (-5.6%) Est. Cost $21.47 Unrealized
ABNB Airbnb, Inc. 0.0%
Value ($000) $84 (+2.2%) Shares 622 (-8.5%) Est. Cost $120.49 Unrealized +3.4%
TEAM Atlassian Corporation 0.0%
Value ($000) $6 (-24.4%) Shares 35 (-25.5%) Est. Cost $258.48 Unrealized -39.3%
HOLX Hologic Inc. 0.0%
Value ($000) $23 (+8.6%) Shares 309 (-1.6%) Est. Cost $75.91 Unrealized -3.7%
JXN Jackson Financial Inc. 0.0%
Value ($000) $273 (-0.7%) Shares 2,560 (-5.7%) Est. Cost $32.99 Unrealized +199.9%
INSM Insmed Incorporated 0.0%
Value ($000) $9 (-17.2%) Shares 50 (-31.5%) Est. Cost $59.48 Unrealized +206.8%
VKTX Viking Therapeutics Inc 0.0%
Value ($000) $4 (-33.1%) Shares 100 (-50.0%) Est. Cost $46.90 Unrealized -24.5%
HAL Halliburton CO. 0.0%
Value ($000) $34 (+5.4%) Shares 1,202 (-8.2%) Est. Cost $31.27 Unrealized -15.9%
VOD Vodafone Group PLC ADR 0.0%
Value ($000) $2 (-49.5%) Shares 130 (-55.6%) Est. Cost $10.76 Unrealized
JAZZ Jazz Pharmaceuticals PLC 0.0%
Value ($000) $1 (-66.1%) Shares 5 (-73.7%) Est. Cost $126.80 Unrealized +20.9%
GEN Gen Digital Inc/sh 0.0%
Value ($000) $3 (-34.5%) Shares 113 (-31.5%) Est. Cost $21.25 Unrealized +26.3%
GRDN Guardian Pharmacy Services Inc. 0.0%
Value ($000) $6 (-22.4%) Shares 186 (-32.4%) Est. Cost $17.03 Unrealized +66.2%
SU Suncor Energy Inc. New 0.0%
Value ($000) $199 (+0.8%) Shares 4,492 (-5.0%) Est. Cost $35.01 Unrealized +20.7%
MTG MGIC Investment Corp 0.0%
Value ($000) $3 (-33.3%) Shares 101 (-35.3%) Est. Cost $16.71 Unrealized +68.0%
JPUS JP Morgan Diversified Return US Eq ETF 0.0%
Value ($000) $71 (-2.0%) Shares 575 (-2.0%) Est. Cost $113.05 Unrealized
TEVA Teva Pharmaceutical ADR 0.0%
Value ($000) $5 (+47.4%) Shares 145 (-4.6%) Est. Cost $20.20 Unrealized
RSPA Invesco Actively Managed Exchange-Traded Fund 0.0%
Value ($000) $69 (-2.1%) Shares 1,355 (-1.9%) Est. Cost $51.06 Unrealized
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bd 0.0%
Value ($000) $10 (-12.3%) Shares 231 (-11.8%) Est. Cost $36.19 Unrealized
MWA Mueller Water Products, Inc. 0.0%
Value ($000) $6 (-20.4%) Shares 231 (-14.8%) Est. Cost $24.79 Unrealized -0.4%
CF CF Industries Holdings Inc 0.0%
Value ($000) $3 (-30.7%) Shares 41 (-19.6%) Est. Cost $77.97 Unrealized +5.1%
MTN Vail Resorts Inc. 0.0%
Value ($000) $5 (-21.5%) Shares 38 (-11.6%) Est. Cost $162.31 Unrealized -9.3%
FV First Trust Dorsey Wright Focus 5 ETF 0.0%
Value ($000) $133 (-1.0%) Shares 2,111 (-2.6%) Est. Cost $37.42 Unrealized
CGIE Capital Group Companies Inc 0.0%
Value ($000) $23 (-5.5%) Shares 667 (-8.5%) Est. Cost $29.32 Unrealized
WULF Terawulf Inc/sh 0.0%
Value ($000) $8 (-14.6%) Shares 681 (-15.1%) Est. Cost $4.46 Unrealized +200.9%
MAT Mattel Inc. 0.0%
Value ($000) $0 (-89.1%) Shares 8 (-90.8%) Est. Cost $18.23 Unrealized +6.0%
GRPM Invesco S&P Midcap 400 equal ETF 0.0%
Value ($000) $19 (-6.4%) Shares 159 (-5.9%) Est. Cost $110.57 Unrealized
WSC Willscot Mobile Mini 0.0%
Value ($000) $0 (-93.3%) Shares 5 (-92.4%) Est. Cost $40.38 Unrealized -50.1%
WCMI 1st Tr Exchange/WCM Intl Equtiy ETF 0.0%
Value ($000) $29 (-4.2%) Shares 1,720 (-5.0%) Est. Cost $16.28 Unrealized
ACI Albertsons Companies, Inc. 0.0%
Value ($000) $0 (-92.6%) Shares 6 (-92.4%) Est. Cost $19.25 Unrealized -8.3%
CIVI Civitas Resources Inc 0.0%
Value ($000) $1 (-55.3%) Shares 37 (-46.4%) Est. Cost $35.25 Unrealized -19.1%
IBP Installed Builidng Products, Inc 0.0%
Value ($000) $0 (-82.5%) Shares 1 (-83.3%) Est. Cost $211.51 Unrealized +22.1%
MTSI M/A-Com Technology Solutions Holdings, Inc 0.0%
Value ($000) $5 (+35.1%) Shares 27 (-3.6%) Est. Cost $64.33 Unrealized +146.7%
FCOM Fid Covington T/msci Comm Svcs Ix E 0.0%
Value ($000) $30 (-3.8%) Shares 411 (-6.8%) Est. Cost $70.18 Unrealized
FHN First Horizon National Corp. 0.0%
Value ($000) $2 (-33.4%) Shares 97 (-37.0%) Est. Cost $19.99 Unrealized +11.0%
CM Canadian Imperial Bank of Commerce 0.0%
Value ($000) $14 (-7.7%) Shares 153 (-18.6%) Est. Cost $47.97 Unrealized +78.9%
ROL Rollins Corp 0.0%
Value ($000) $89 (-1.3%) Shares 1,484 (-3.4%) Est. Cost $33.95 Unrealized +72.8%
VMI Valmont Industries, Inc. 0.0%
Value ($000) $2 (-40.7%) Shares 4 (-42.9%) Est. Cost $326.11 Unrealized +24.8%
VOX Vanguard Telecom Services ETF 0.0%
Value ($000) $134 (-0.8%) Shares 690 (-3.8%) Est. Cost $108.84 Unrealized
FTAI FTAI Aviation Ltd 0.0%
Value ($000) $6 (-15.0%) Shares 31 (-27.9%) Est. Cost $129.33 Unrealized +31.6%
ERIC Ericsson L M Telecom SA 0.0%
Value ($000) $37 (+2.7%) Shares 3,806 (-12.0%) Est. Cost $8.08 Unrealized
EXEL Exelixis Inc 0.0%
Value ($000) $8 (-10.5%) Shares 183 (-15.7%) Est. Cost $34.11 Unrealized +21.3%
EQT EQT Corporation 0.0%
Value ($000) $21 (-4.2%) Shares 392 (-2.7%) Est. Cost $42.13 Unrealized +33.2%
QVML Invesco Exchange-traded Fund Trust Ii 0.0%
Value ($000) $47 (-1.9%) Shares 1,162 (-4.1%) Est. Cost $36.62 Unrealized
SLVM Sylvamo Corp 0.0%
Value ($000) $8 (-9.6%) Shares 176 (-17.0%) Est. Cost $42.46 Unrealized +6.1%
BG Bunge Global/regsh Usd0.01 0.0%
Value ($000) $4 (-17.8%) Shares 45 (-25.0%) Est. Cost $91.17 Unrealized +0.8%
SCI Service Corporation International 0.0%
Value ($000) $0 (-78.4%) Shares 3 (-76.9%) Est. Cost $78.84 Unrealized +1.5%
MOD Modine Manufacturing Co. 0.0%
Value ($000) $8 (-9.0%) Shares 63 (-3.1%) Est. Cost $106.81 Unrealized +39.5%
FTI TechnipFMC PLC 0.0%
Value ($000) $12 (+7.3%) Shares 264 (-5.0%) Est. Cost $18.04 Unrealized +133.9%
PVLA Palvella Therapeutics Inc. 0.0%
Value ($000) $4 (+24.4%) Shares 38 (-25.5%) Est. Cost $44.59 Unrealized +91.3%
RGLD Royal Gold Inc. 0.0%
Value ($000) $11 (-6.7%) Shares 48 (-15.8%) Est. Cost $170.56 Unrealized +16.3%
CVNA CARVANA Co CL A 0.0%
Value ($000) $4 (-16.1%) Shares 9 (-25.0%) Est. Cost $274.18 Unrealized +35.6%
HALO Halozyme Therapeutics, Inc. 0.0%
Value ($000) $1 (-38.8%) Shares 16 (-33.3%) Est. Cost $43.60 Unrealized +54.3%
CNX CNX Resources Corp 0.0%
Value ($000) $22 (-3.0%) Shares 606 (-15.2%) Est. Cost $22.27 Unrealized +60.8%
FDV Fedt Hermes Etf/u S Strategic Divid 0.0%
Value ($000) $47 (-1.4%) Shares 1,640 (-1.4%) Est. Cost $26.68 Unrealized
THC Tenet Healthcare Corporation 0.0%
Value ($000) $3 (-20.5%) Shares 13 (-18.8%) Est. Cost $140.06 Unrealized +44.3%
ULS Ul Solutions In/sh Cl A 0.0%
Value ($000) $9 (+8.3%) Shares 108 (-2.7%) Est. Cost $65.47 Unrealized +22.6%
PWV Invesco Dynamic Large Cap Value ETF 0.0%
Value ($000) $212 (-0.3%) Shares 3,189 (-2.3%) Est. Cost $60.98 Unrealized
CCL Carnival Corp. 0.0%
Value ($000) $190 (+0.3%) Shares 6,206 (-5.0%) Est. Cost $23.06 Unrealized +20.9%
EPAM EPAM Systems Inc. 0.0%
Value ($000) $4 (+17.4%) Shares 19 (-13.6%) Est. Cost $208.52 Unrealized -14.5%
TRMB Trimble Navigation 0.0%
Value ($000) $7 (-7.1%) Shares 91 (-3.2%) Est. Cost $78.48 Unrealized +1.5%
HYLB Dbx ETF Tr Xtrack Usd High 0.0%
Value ($000) $21 (-2.5%) Shares 570 (-1.7%) Est. Cost $37.11 Unrealized
VIS Vanguard Industrials ETF 0.0%
Value ($000) $56 (-0.9%) Shares 188 (-1.6%) Est. Cost $179.52 Unrealized
ZM Zoom Video Communications, Inc. 0.0%
Value ($000) $16 (+3.0%) Shares 189 (-1.6%) Est. Cost $82.34 Unrealized +2.2%
SMG The Scotts Miracle-Gro Company 0.0%
Value ($000) $64 (+0.7%) Shares 1,104 (-1.7%) Est. Cost $55.79 Unrealized -1.1%
TARS Tarsus Pharmaceuticals Inc 0.0%
Value ($000) $7 (+7.2%) Shares 84 (-22.2%) Est. Cost $45.00 Unrealized +65.9%
PATK Patrick Industries, Inc. 0.0%
Value ($000) $18 (-2.1%) Shares 170 (-6.6%) Est. Cost $91.84 Unrealized +13.9%
EELV Invesco Exchang/s&p Emerging Mkts L 0.0%
Value ($000) $75 (+0.5%) Shares 2,724 (-2.5%) Est. Cost $23.28 Unrealized
EXPE Expedia Inc. Del Com 0.0%
Value ($000) $63 (-0.6%) Shares 222 (-25.0%) Est. Cost $159.11 Unrealized +55.2%
SBS Companhia DE Saneamento 0.0%
Value ($000) $6 (-5.7%) Shares 251 (-1.6%) Est. Cost $21.99 Unrealized
IAI Ishares Dow Jones Broker-Dealer Index 0.0%
Value ($000) $65 (-0.5%) Shares 362 (-1.9%) Est. Cost $156.06 Unrealized
LEG Leggett & Platt, Inc. 0.0%
Value ($000) $26 (+1.3%) Shares 2,323 (-18.2%) Est. Cost $33.50 Unrealized -70.6%
DECK Deckers Outdoor Inc 0.0%
Value ($000) $9 (-3.1%) Shares 90 (-5.3%) Est. Cost $150.88 Unrealized -37.9%
RWO SPDR Dow Jones Global Real Estate 0.0%
Value ($000) $2 (-11.9%) Shares 43 (-10.4%) Est. Cost $45.11 Unrealized
IDXX Idexx Laboratories 0.0%
Value ($000) $133 (-0.2%) Shares 197 (-5.7%) Est. Cost $460.88 Unrealized +47.8%
USFD US Foods Holding Corp 0.0%
Value ($000) $5 (-4.6%) Shares 66 (-2.9%) Est. Cost $60.76 Unrealized +23.6%
KSPI Kaspi Kz Jsc/s Adr 0.0%
Value ($000) $1 (-15.0%) Shares 16 (-11.1%) Est. Cost $81.67 Unrealized
MKC McCormick & CO 0.0%
Value ($000) $37 (-0.6%) Shares 544 (-2.3%) Est. Cost $76.37 Unrealized -13.7%
MKTX MarketAxess Holdings, Inc. 0.0%
Value ($000) $17 (-1.1%) Shares 96 (-5.0%) Est. Cost $233.57 Unrealized -27.4%
FLIN Franklin Temple/Franklin Ftse India 0.0%
Value ($000) $20 (+1.0%) Shares 518 (-2.4%) Est. Cost $39.31 Unrealized
TXT Textron Inc. 0.0%
Value ($000) $39 (-0.4%) Shares 444 (-3.5%) Est. Cost $75.12 Unrealized +11.4%
NOK Nokia Corp. ADR 0.0%
Value ($000) $2 (+8.9%) Shares 297 (-19.1%) Est. Cost $4.58 Unrealized
GIB Cl A Sub Vtg 0.0%
Value ($000) $1 (-9.4%) Shares 14 (-12.5%) Est. Cost $96.53 Unrealized -7.8%
DIVI Franklin Temple/intl Equity Hedged 0.0%
Value ($000) $324 (+0.0%) Shares 8,324 (-4.0%) Est. Cost $22.25 Unrealized
MIR Mirion Technologies Inc. 0.0%
Value ($000) $5 (-2.5%) Shares 214 (-3.2%) Est. Cost $17.24 Unrealized +44.7%
PEN Penumbra, Inc 0.0%
Value ($000) $2 (-4.6%) Shares 7 (-22.2%) Est. Cost $269.98 Unrealized +2.3%
STAG STAG Industrial Inc. 0.0%
Value ($000) $25 (-0.4%) Shares 677 (-4.4%) Est. Cost $36.07 Unrealized
STZ Constellation Brands Inc. Class A 0.1%
Value ($000) $1,481 (-0.0%) Shares 10,738 (-2.4%) Est. Cost $218.94 Unrealized -37.5%
EMHC Spdr S Tr/bloomberg Barclays Emergi 0.0%
Value ($000) $10 (-0.7%) Shares 384 (-1.8%) Est. Cost $24.19 Unrealized
KEP Korea Electric Power Corp SA 0.0%
Value ($000) $5 (+1.4%) Shares 280 (-19.8%) Est. Cost $13.05 Unrealized
BOOT Boot Barn Holdings, Inc. 0.0%
Value ($000) $23 (+0.2%) Shares 128 (-5.9%) Est. Cost $131.79 Unrealized +41.6%
VIK Viking Holdings Ltd. 0.0%
Value ($000) $34 (+0.1%) Shares 475 (-12.8%) Est. Cost $44.14 Unrealized +44.6%

Unchanged Positions (998)

GOOG ALPHABET INC CLASS C 1.0%
Value ($000) $11,835 Shares 37,714 Est. Cost $120.46 Unrealized +137.7%
META Meta Platforms Inc Cl A 0.6%
Value ($000) $7,161 Shares 10,849 Est. Cost $233.33 Unrealized +186.0%
JNJ Johnson & Johnson 0.7%
Value ($000) $8,140 Shares 39,331 Est. Cost $85.87 Unrealized +129.4%
RTX Raytheon Technology Corp 0.6%
Value ($000) $6,396 Shares 34,875 Est. Cost $75.46 Unrealized +129.7%
TMO Thermo Fisher Scientific, Inc. 0.2%
Value ($000) $2,769 Shares 4,778 Est. Cost $375.73 Unrealized +50.4%
MO Altria Group Inc. Com. 0.2%
Value ($000) $2,454 Shares 42,559 Est. Cost $27.14 Unrealized +118.7%
GS Goldman Sachs Group Inc. 0.3%
Value ($000) $3,711 Shares 4,221 Est. Cost $344.27 Unrealized +136.3%
3041 University Ave LLC 0.7%
Value ($000) $8,215 Shares 1 Est. Cost $7910000.00 Unrealized
VOO Vanguard Index Funds S&P 500 ETF 1.0%
Value ($000) $11,488 Shares 18,318 Est. Cost $372.77 Unrealized
BX The Blackstone Group LP 0.2%
Value ($000) $2,453 Shares 15,914 Est. Cost $90.45 Unrealized +67.5%
AXP American Express 0.2%
Value ($000) $2,079 Shares 5,620 Est. Cost $141.25 Unrealized +152.7%
PIMCO Dynamic Income Fd 0.1%
Value ($000) $1,245 Shares 70,320 Est. Cost $19.17 Unrealized
ABBV AbbVie, Inc. 0.8%
Value ($000) $8,887 Shares 38,893 Est. Cost $71.01 Unrealized +220.5%
BABA ALIBABA GROUP HOLDING 0.1%
Value ($000) $598 Shares 4,077 Est. Cost $106.58 Unrealized
V Visa Inc Class A 0.4%
Value ($000) $4,948 Shares 14,110 Est. Cost $177.60 Unrealized +91.7%
COHR Coherent Corp/sh 0.0%
Value ($000) $285 Shares 1,543 Est. Cost $98.48 Unrealized +51.9%
GM General Motors CO. 0.0%
Value ($000) $437 Shares 5,374 Est. Cost $45.98 Unrealized +53.1%
ITOT IShares S&P 1500 Index 0.4%
Value ($000) $4,065 Shares 27,342 Est. Cost $79.60 Unrealized
MAR Marriott International Inc. Class A 0.1%
Value ($000) $575 Shares 1,854 Est. Cost $128.21 Unrealized +122.5%
ARKF Ark ETF Tr Fintech Innova 0.0%
Value ($000) $456 Shares 9,565 Est. Cost $20.10 Unrealized
MCK McKesson Corp. 0.1%
Value ($000) $1,420 Shares 1,732 Est. Cost $316.51 Unrealized +157.7%
ADI Analog Devices Inc. 0.1%
Value ($000) $959 Shares 3,537 Est. Cost $140.63 Unrealized +78.2%
FDX FedEx Corp. 0.0%
Value ($000) $463 Shares 1,602 Est. Cost $191.56 Unrealized +36.5%
IUSV iShares Russell 3000 Value Index 0.2%
Value ($000) $2,498 Shares 24,359 Est. Cost $66.61 Unrealized
PM Phillip Morris International 0.3%
Value ($000) $3,935 Shares 24,535 Est. Cost $69.08 Unrealized +122.3%
DHR Danaher Corp. 0.1%
Value ($000) $589 Shares 2,571 Est. Cost $58.51 Unrealized +275.2%
MELI Mercadolibre, Inc. 0.0%
Value ($000) $463 Shares 230 Est. Cost $1146.30 Unrealized +83.2%
RSG Republic Svcs Inc 0.1%
Value ($000) $1,003 Shares 4,734 Est. Cost $96.29 Unrealized +122.9%
SBR Sabine Royalty Trust 0.0%
Value ($000) $466 Shares 6,800 Est. Cost $30.29 Unrealized
EXPD Expeditors International of Washington Inc 0.0%
Value ($000) $386 Shares 2,593 Est. Cost $88.05 Unrealized +54.0%
DAL Delta Airlines Inc New 0.0%
Value ($000) $381 Shares 5,486 Est. Cost $39.52 Unrealized +58.0%
TGT Target Corp. 0.1%
Value ($000) $798 Shares 8,165 Est. Cost $122.47 Unrealized -25.2%
TXN Texas Instruments Inc 0.1%
Value ($000) $1,250 Shares 7,206 Est. Cost $129.24 Unrealized +32.1%
LMT Lockheed Martin Corp. 0.2%
Value ($000) $2,119 Shares 4,380 Est. Cost $277.30 Unrealized +71.7%
EFV IShares Trust MSCI EAFE Value 0.1%
Value ($000) $1,235 Shares 17,295 Est. Cost $51.30 Unrealized
IWM IShares Russell 2000 Index 0.5%
Value ($000) $5,491 Shares 22,306 Est. Cost $182.77 Unrealized
COWZ Pacer US Cash Cows 100 ETF 0.2%
Value ($000) $1,743 Shares 28,964 Est. Cost $47.89 Unrealized
KWEB KraneShares CSI China Intenet ETF 0.0%
Value ($000) $260 Shares 7,627 Est. Cost $34.61 Unrealized
WEC WEC Energy Group Inc 0.1%
Value ($000) $615 Shares 5,836 Est. Cost $66.03 Unrealized +67.0%
DLR Digital Realty Trust Inc 0.0%
Value ($000) $464 Shares 3,001 Est. Cost $97.37 Unrealized +67.5%
COR Concera Inc 0.1%
Value ($000) $697 Shares 2,064 Est. Cost $130.58 Unrealized +160.9%
IUSG iShares Core S&P US Growth ETF 0.3%
Value ($000) $3,195 Shares 19,023 Est. Cost $85.28 Unrealized
LOW Lowe's Cos. 0.1%
Value ($000) $1,577 Shares 6,541 Est. Cost $63.12 Unrealized +279.9%
PEP Pepsico Inc. 0.3%
Value ($000) $3,257 Shares 22,695 Est. Cost $104.58 Unrealized +39.5%
NSC Norfolk Southern 0.1%
Value ($000) $1,329 Shares 4,602 Est. Cost $162.18 Unrealized +78.0%
MA Mastercard Inc Cl A 0.5%
Value ($000) $5,291 Shares 9,268 Est. Cost $199.73 Unrealized +179.8%
VXUS Vanguard Total Intl Stock Index ETF 0.2%
Value ($000) $1,989 Shares 26,364 Est. Cost $57.89 Unrealized
DOV Dover Corp. 0.0%
Value ($000) $349 Shares 1,789 Est. Cost $145.32 Unrealized +25.1%
MCD McDonald's Corp. 0.5%
Value ($000) $5,406 Shares 17,688 Est. Cost $170.32 Unrealized +79.1%
Blackrock Core Bond Trust 0.1%
Value ($000) $1,246 Shares 129,919 Est. Cost $10.88 Unrealized
EPR EPR Properties 0.0%
Value ($000) $266 Shares 5,334 Est. Cost $45.69 Unrealized
CINF Cincinnati Financial Corp. 0.1%
Value ($000) $1,300 Shares 7,961 Est. Cost $50.51 Unrealized +219.2%
FSLR First Solar Inc 0.0%
Value ($000) $256 Shares 979 Est. Cost $180.44 Unrealized +39.8%
VRNS Varonis Systems, Inc. 0.0%
Value ($000) $52 Shares 1,600 Est. Cost $37.22 Unrealized +12.8%
DIA SPDR Dow Jones Indl Average ETF Tr Unit Ser 0.1%
Value ($000) $1,006 Shares 2,093 Est. Cost $353.17 Unrealized
WRB WR Berkley Corp. 0.0%
Value ($000) $427 Shares 6,089 Est. Cost $44.68 Unrealized +62.8%
ALL Allstate Corp. 0.1%
Value ($000) $1,232 Shares 5,920 Est. Cost $104.49 Unrealized +95.3%
FFIV F5 Networks Inc 0.0%
Value ($000) $135 Shares 528 Est. Cost $147.80 Unrealized +82.0%
BRBR BellRing Brands, Inc. 0.0%
Value ($000) $94 Shares 3,526 Est. Cost $24.05 Unrealized +29.1%
AGX Argan Inc/sh Sh 0.0%
Value ($000) $235 Shares 751 Est. Cost $135.95 Unrealized +133.1%
RNR RenaissanceRE Hldgs Ltd 0.0%
Value ($000) $324 Shares 1,153 Est. Cost $164.23 Unrealized +60.2%
JOBY Joby Aviation I/Sh 0.0%
Value ($000) $140 Shares 10,616 Est. Cost $15.19 Unrealized +1.1%
NKSH National Bankshares, Inc. 0.0%
Value ($000) $251 Shares 7,500 Est. Cost $27.01 Unrealized +10.5%
CHKP Check Point Software Technologies Ltd. 0.0%
Value ($000) $266 Shares 1,432 Est. Cost $118.44 Unrealized +63.2%
BlackRock Credit Allocation Income Trust 0.1%
Value ($000) $1,460 Shares 134,849 Est. Cost $10.97 Unrealized
SYM Symbotic Inc/sh Cl A 0.0%
Value ($000) $312 Shares 5,250 Est. Cost $41.18 Unrealized +60.3%
CTSH Cognizant Technology Solutions Corp. 0.0%
Value ($000) $148 Shares 1,783 Est. Cost $69.91 Unrealized +6.8%
BBUS J.p. Morgan Exchange-traded Fund Trust 0.1%
Value ($000) $1,166 Shares 9,454 Est. Cost $83.83 Unrealized
AVUS Avantis U.S. Equity ETF 0.1%
Value ($000) $1,008 Shares 9,019 Est. Cost $55.60 Unrealized
SCHB Schwab Strategi/us Broad Mkt Etf 0.1%
Value ($000) $1,604 Shares 61,152 Est. Cost $22.74 Unrealized
FGD First Trust Exchange Traded Fund II Dow Jones 0.0%
Value ($000) $473 Shares 15,624 Est. Cost $22.76 Unrealized
JCI Johnson Controls Inc. PLC 0.0%
Value ($000) $316 Shares 2,641 Est. Cost $68.13 Unrealized +68.5%
VLO Valero Energy Corp 0.0%
Value ($000) $550 Shares 3,378 Est. Cost $94.18 Unrealized +79.3%
MAS Masco Corp. 0.0%
Value ($000) $250 Shares 3,939 Est. Cost $60.15 Unrealized +7.7%
AEP American Electric Power CO., Inc. 0.1%
Value ($000) $1,157 Shares 10,031 Est. Cost $61.63 Unrealized +91.0%
AIG American International Group Inc. NEW 0.0%
Value ($000) $329 Shares 3,851 Est. Cost $58.78 Unrealized +35.6%
ZROZ PIMCO 25 plus Yr Zero Cpn U S Treas Index ETF 0.0%
Value ($000) $444 Shares 6,917 Est. Cost $72.62 Unrealized
NUE Nucor Corp. 0.0%
Value ($000) $147 Shares 900 Est. Cost $110.04 Unrealized +36.1%
SNPE DBX ETF Tr - Xtrackers S&P 500 ESG ETF 0.1%
Value ($000) $627 Shares 10,042 Est. Cost $46.05 Unrealized
SCHW Charles Schwab Corp. 0.0%
Value ($000) $557 Shares 5,579 Est. Cost $65.01 Unrealized +45.7%
BR Broadridge Financial Solutions 0.0%
Value ($000) $352 Shares 1,576 Est. Cost $126.82 Unrealized +79.2%
PTLC Pacer Trendpilot 750 ETF 0.1%
Value ($000) $1,607 Shares 28,921 Est. Cost $40.67 Unrealized
SPMD SPDR Russell Small Cap Completeness ETF 0.1%
Value ($000) $1,174 Shares 20,265 Est. Cost $43.29 Unrealized
OGIG Alps Etf Tr/oshares Glb Internet Gi 0.0%
Value ($000) $243 Shares 4,620 Est. Cost $32.00 Unrealized
EDV Vanguard Extended Duration Treasury ETF 0.0%
Value ($000) $405 Shares 6,225 Est. Cost $71.11 Unrealized
VVV Valvoline Inc 0.0%
Value ($000) $84 Shares 2,876 Est. Cost $30.91 Unrealized +3.9%
ZS Zscaler, Inc. 0.0%
Value ($000) $60 Shares 267 Est. Cost $238.53 Unrealized +18.3%
PPL PPL Corp. 0.0%
Value ($000) $395 Shares 11,289 Est. Cost $23.79 Unrealized +50.6%
IWV IShares Russell 3000 Index Fund 0.1%
Value ($000) $901 Shares 2,329 Est. Cost $263.69 Unrealized
MGC Vanguard Mega Cap 300 Index ETF 0.1%
Value ($000) $921 Shares 3,666 Est. Cost $173.71 Unrealized
DFUV Dimensional Etf/us Marketwide Value 0.0%
Value ($000) $432 Shares 9,274 Est. Cost $25.30 Unrealized
TRI Thomson Reuters/sh New 0.0%
Value ($000) $98 Shares 744 Est. Cost $124.14 Unrealized +13.7%
PIMCO Floating Rate Strategy Fund 0.1%
Value ($000) $1,446 Shares 192,830 Est. Cost $7.54 Unrealized
RPM RPM Inc. 0.0%
Value ($000) $129 Shares 1,236 Est. Cost $90.41 Unrealized +19.7%
PHYS Sprott Physical Gold Trust 0.0%
Value ($000) $165 Shares 5,000 Est. Cost $19.03 Unrealized
WALGREENS BOOTS ALLIANCE INC CONTINGENT VALUE 0.0%
Value ($000) $0 Shares 1,399 Est. Cost $11.98 Unrealized
CEF Sprott Physical Gold & Sliver Trust Unit 0.0%
Value ($000) $82 Shares 1,785 Est. Cost $36.69 Unrealized
DLN MFC Wisdomtree Trust 0.1%
Value ($000) $1,356 Shares 15,399 Est. Cost $52.50 Unrealized
Albemarle Corp/sh Sh 0.0%
Value ($000) $45 Shares 750 Est. Cost $42.10 Unrealized
PFFD Global X US Preferred ETF 0.0%
Value ($000) $566 Shares 29,932 Est. Cost $19.74 Unrealized
EXC Exelon Corp. 0.0%
Value ($000) $369 Shares 8,468 Est. Cost $29.19 Unrealized +55.7%
DXJ WisdomTree Japan Hedged Equity 0.0%
Value ($000) $137 Shares 950 Est. Cost $110.25 Unrealized
ICE IntercontinentalExchange, Inc. 0.0%
Value ($000) $460 Shares 2,840 Est. Cost $95.64 Unrealized +63.3%
ASH Ashland Global Hldgs Inc 0.0%
Value ($000) $78 Shares 1,330 Est. Cost $68.62 Unrealized -23.3%
BIP Brookfield Infrastructure Partners L.P. 0.0%
Value ($000) $264 Shares 7,606 Est. Cost $40.19 Unrealized
JBHT J B Hunt Transportation Services 0.0%
Value ($000) $43 Shares 223 Est. Cost $152.85 Unrealized +12.2%
BEPC Cl A Exchangeable Sub Voting S 0.0%
Value ($000) $129 Shares 3,357 Est. Cost $29.37 Unrealized +36.2%
RSPH Invesco Exchang/s&p 500 Equal Weigh 0.0%
Value ($000) $165 Shares 5,183 Est. Cost $53.83 Unrealized
DFAT Diensional ETF Tr Dimnsl US Target Value ETF 0.0%
Value ($000) $452 Shares 7,592 Est. Cost $26.07 Unrealized
SLG SL Green Rlty Corp Pars 0.0%
Value ($000) $42 Shares 905 Est. Cost $47.16 Unrealized
VPL Vanguard Pacific ETF 0.0%
Value ($000) $565 Shares 6,250 Est. Cost $65.47 Unrealized
JIVE JPMorgan Exchange-traded Fund Trust 0.0%
Value ($000) $222 Shares 2,765 Est. Cost $73.11 Unrealized
PCAR Paccar Inc 0.0%
Value ($000) $122 Shares 1,116 Est. Cost $60.91 Unrealized +66.2%
NNN National Retail Properties Inc 0.0%
Value ($000) $168 Shares 4,242 Est. Cost $50.06 Unrealized
AER Aercap Holdings N V 0.0%
Value ($000) $76 Shares 531 Est. Cost $52.79 Unrealized +150.9%
VT Vanguard Total World Stock Index ETF 0.0%
Value ($000) $521 Shares 3,694 Est. Cost $82.66 Unrealized
MGK Vanguard Mega Cap Growth ETF 0.1%
Value ($000) $704 Shares 1,706 Est. Cost $339.08 Unrealized
IWX Blackrock Institutional Trust Company N.a. 0.0%
Value ($000) $277 Shares 3,017 Est. Cost $78.99 Unrealized
VPU Vanguard Utilities ETF 0.0%
Value ($000) $507 Shares 2,738 Est. Cost $149.13 Unrealized
JQUA J.p. Morgan Exchange-traded Fund Trust 0.1%
Value ($000) $1,265 Shares 20,021 Est. Cost $56.71 Unrealized
ACWX MFC IShares Tr MSCI ACWI Ex US ETF 0.0%
Value ($000) $371 Shares 5,533 Est. Cost $53.96 Unrealized
VV Vanguard Large Cap 0.0%
Value ($000) $531 Shares 1,688 Est. Cost $274.61 Unrealized
UAL United Continental Holdings 0.0%
Value ($000) $84 Shares 751 Est. Cost $81.36 Unrealized +24.2%
VCLT Vanguard Long Term Corp Bond Idx 0.0%
Value ($000) $480 Shares 6,334 Est. Cost $77.67 Unrealized
DY Dycom Industries 0.0%
Value ($000) $83 Shares 246 Est. Cost $91.08 Unrealized +246.2%
AWK American Water Works Company Inc 0.0%
Value ($000) $166 Shares 1,271 Est. Cost $133.42 Unrealized -0.2%
BF/A Brown Forman Corp Cl A 0.0%
Value ($000) $474 Shares 18,000 Est. Cost $21.04 Unrealized +31.9%
VTR Ventas Inc 0.0%
Value ($000) $111 Shares 1,434 Est. Cost $61.87 Unrealized +21.2%
QUS SPDR MSCI USA StrategicFactors ETF 0.1%
Value ($000) $609 Shares 3,496 Est. Cost $126.67 Unrealized
OUT Outfront Media /sh New 0.0%
Value ($000) $44 Shares 1,805 Est. Cost $18.32 Unrealized
MCY Mercury General Corp. 0.0%
Value ($000) $105 Shares 1,117 Est. Cost $36.25 Unrealized +139.3%
BKNG Booking Holdings Ind 0.1%
Value ($000) $1,385 Shares 259 Est. Cost $3408.93 Unrealized +50.7%
XYZ Block Inc Cl A 0.0%
Value ($000) $86 Shares 1,320 Est. Cost $78.22 Unrealized -11.8%
AXS Axis Capital Holdings Limited 0.0%
Value ($000) $93 Shares 871 Est. Cost $63.48 Unrealized +56.5%
IAGG iShares Core International Aggt Bd ETF 0.0%
Value ($000) $559 Shares 11,185 Est. Cost $49.89 Unrealized
HAS Hasbro Inc. 0.0%
Value ($000) $128 Shares 1,565 Est. Cost $60.28 Unrealized +29.4%
VSS MFC Vanguard Intl Equity Index FTSE All World 0.1%
Value ($000) $720 Shares 5,024 Est. Cost $104.64 Unrealized
J Jacobs Solutions Inc 0.0%
Value ($000) $73 Shares 548 Est. Cost $101.10 Unrealized +44.8%
NYT Ny Times Co/sh Cl A 0.0%
Value ($000) $54 Shares 781 Est. Cost $36.88 Unrealized +67.6%
SPVM Invesco Exchang/s&p 500 Value With 0.0%
Value ($000) $313 Shares 4,620 Est. Cost $58.53 Unrealized
LAMR Lamar Advertising CO. 0.0%
Value ($000) $288 Shares 2,276 Est. Cost $119.91 Unrealized
LNT Alliant Energy Corp 0.0%
Value ($000) $282 Shares 4,340 Est. Cost $48.23 Unrealized +38.6%
PTIN Pacer Trendpilot International ETF 0.0%
Value ($000) $292 Shares 9,273 Est. Cost $28.36 Unrealized
ORI Old Rep Intl Corp 0.0%
Value ($000) $128 Shares 2,810 Est. Cost $26.28 Unrealized +55.4%
LITE Lumentum Holdings Inc 0.0%
Value ($000) $16 Shares 43 Est. Cost $80.74 Unrealized +218.1%
CGXU Capital Group Intl Focus Equity Etf 0.1%
Value ($000) $1,027 Shares 34,745 Est. Cost $25.09 Unrealized
PKG Packaging Corp of America 0.0%
Value ($000) $139 Shares 674 Est. Cost $141.97 Unrealized +42.5%
PSI Invesco Synamic Semiconductors ETF 0.0%
Value ($000) $75 Shares 949 Est. Cost $78.06 Unrealized
CMCL Caledonia Mining Corporation PLC 0.0%
Value ($000) $21 Shares 804 Est. Cost $11.85 Unrealized +148.2%
DFVX Dimensional ETF US Large Cap Vector 0.0%
Value ($000) $352 Shares 4,739 Est. Cost $64.13 Unrealized
LQDA Liquidia Corp/Sh Cl B 0.0%
Value ($000) $22 Shares 643 Est. Cost $21.69 Unrealized +31.2%
JIRE J.p. Morgan Exchange-traded Fund Trust 0.1%
Value ($000) $714 Shares 9,533 Est. Cost $42.87 Unrealized
VGLT Vanguard Scotts/vanguard Long-term 0.0%
Value ($000) $346 Shares 6,200 Est. Cost $56.12 Unrealized
CORT Corcept Therapeutics Inc 0.0%
Value ($000) $5 Shares 150 Est. Cost $23.63 Unrealized +232.5%
CHDN Churchill Downs, Inc. 0.0%
Value ($000) $47 Shares 411 Est. Cost $115.43 Unrealized -10.4%
BITB Bitwise Bitcoin/shs Ben Int 0.0%
Value ($000) $22 Shares 470 Est. Cost $62.22 Unrealized
IYT IShares Dow Jones Transportation Average 0.0%
Value ($000) $183 Shares 2,456 Est. Cost $104.90 Unrealized
DFSV Dimensional Etf/dimensional Us Smal 0.0%
Value ($000) $215 Shares 6,540 Est. Cost $20.01 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $107 Shares 2,000 Est. Cost $52.73 Unrealized
PTNQ Pacer Trendpilot 100 ETF 0.0%
Value ($000) $478 Shares 6,075 Est. Cost $60.65 Unrealized
ITM Vaneck Vectors AMT-Free Interim Muni ETF 0.1%
Value ($000) $582 Shares 12,345 Est. Cost $43.60 Unrealized
SWK Stanley Black & Decker Inc. 0.1%
Value ($000) $1,002 Shares 13,491 Est. Cost $80.83 Unrealized -13.5%
Cohen & Steers Quality Inc. Realty Fund 0.0%
Value ($000) $73 Shares 6,422 Est. Cost $12.55 Unrealized
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $17 Shares 416 Est. Cost $71.56 Unrealized -17.9%
TOL Toll Bros. Inc. 0.0%
Value ($000) $312 Shares 2,306 Est. Cost $81.55 Unrealized +66.5%
FEOE Rbb Fd Tr/1st Eagle Ovs Equity Etf 0.0%
Value ($000) $145 Shares 3,000 Est. Cost $46.12 Unrealized
CHWY Chewy Inc Cl A 0.0%
Value ($000) $30 Shares 904 Est. Cost $22.06 Unrealized +57.3%
RACE Ferrari NV New 0.0%
Value ($000) $21 Shares 57 Est. Cost $396.82 Unrealized +0.8%
BAM Brookfield Asset Management Ltd 0.0%
Value ($000) $76 Shares 1,448 Est. Cost $35.35 Unrealized +51.3%
OPPE WisdomTree Euro Hedged SmallCap Equity 0.0%
Value ($000) $145 Shares 2,829 Est. Cost $48.88 Unrealized
ALSN Allison Transmission Holdings Inc. 0.0%
Value ($000) $48 Shares 489 Est. Cost $59.96 Unrealized +45.9%
HDEF Deutsche X-trackers MSCI EAFE HiDvYdHg 0.0%
Value ($000) $124 Shares 3,996 Est. Cost $23.43 Unrealized
XES SPDR S&P Oil & Gas Equipment & Services ETF 0.0%
Value ($000) $53 Shares 650 Est. Cost $60.00 Unrealized
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 0.0%
Value ($000) $198 Shares 1,900 Est. Cost $60.53 Unrealized
BSY Bentley Systems, Incorporated 0.0%
Value ($000) $18 Shares 469 Est. Cost $45.63 Unrealized -0.2%
GNRC Generac Holdings Inc. 0.0%
Value ($000) $27 Shares 200 Est. Cost $168.83 Unrealized -4.4%
WAB Wabtec Corp. 0.0%
Value ($000) $92 Shares 429 Est. Cost $131.81 Unrealized +55.8%
CUZ Cousins Property Inc Com New 0.0%
Value ($000) $50 Shares 1,944 Est. Cost $21.38 Unrealized
AKAM Akamai Technologies Inc. 0.0%
Value ($000) $47 Shares 534 Est. Cost $102.08 Unrealized -19.4%
WTM White Mountain Insurance Group Ltd 0.0%
Value ($000) $31 Shares 15 Est. Cost $1652.92 Unrealized +18.3%
QDPL Pacer Funds Tr/metaurus Us Large C 0.0%
Value ($000) $445 Shares 10,479 Est. Cost $39.28 Unrealized
OHI Omega Healthcare Investors Inc 0.0%
Value ($000) $122 Shares 2,751 Est. Cost $31.70 Unrealized
FICO Fair Isaac & CO. Inc. 0.0%
Value ($000) $51 Shares 30 Est. Cost $1459.68 Unrealized +17.9%
MLPX Global X MLP & Energy Infrastructure New 0.0%
Value ($000) $158 Shares 2,605 Est. Cost $50.82 Unrealized
MGV Vanguard Mega Cap Value ETF 0.0%
Value ($000) $234 Shares 1,660 Est. Cost $125.98 Unrealized
A Agilent Technologies Inc. 0.0%
Value ($000) $86 Shares 631 Est. Cost $68.25 Unrealized +110.6%
SPSB SPDR Barclays Capital Short Term Corp Bd 0.0%
Value ($000) $452 Shares 14,958 Est. Cost $22.27 Unrealized
CPNG Coupang, Inc. Cl A 0.0%
Value ($000) $15 Shares 634 Est. Cost $21.68 Unrealized +31.2%
RJF Raymond James Financial Inc 0.0%
Value ($000) $67 Shares 416 Est. Cost $119.86 Unrealized +34.3%
FEP First Trust Europe AlphaDEX 0.0%
Value ($000) $112 Shares 2,075 Est. Cost $34.84 Unrealized
TPYP Tortoise Cap S /n Amern Pipeline Fd 0.0%
Value ($000) $162 Shares 4,600 Est. Cost $36.45 Unrealized
ACWI ISHARES MSCI ACWI 0.0%
Value ($000) $231 Shares 1,634 Est. Cost $83.94 Unrealized
SHE SPDR SSGA Gender Diversity Index ETF 0.0%
Value ($000) $151 Shares 1,146 Est. Cost $76.48 Unrealized
HLI Houlihan Lokey, Inc. 0.0%
Value ($000) $29 Shares 169 Est. Cost $172.01 Unrealized +6.5%
ULTA Ulta Salon, Cosmetics, & Fragrance 0.0%
Value ($000) $54 Shares 90 Est. Cost $437.02 Unrealized +25.8%
IDHQ Invesco Exchang/s&p Intl Dev Qlty E 0.0%
Value ($000) $132 Shares 3,757 Est. Cost $29.94 Unrealized
HP Helmerich & Payne Inc. 0.0%
Value ($000) $23 Shares 802 Est. Cost $31.90 Unrealized -16.7%
GNR SPDR Index Shs S&P Global Nat Fund 0.0%
Value ($000) $108 Shares 1,745 Est. Cost $53.48 Unrealized
INCM Franklin Templeton Etf Trust 0.0%
Value ($000) $478 Shares 17,040 Est. Cost $25.87 Unrealized
FEX First Trust Large Cap Core Alphadex Fund 0.0%
Value ($000) $337 Shares 2,844 Est. Cost $82.84 Unrealized
VIRT Virtu Financial, Inc. 0.0%
Value ($000) $76 Shares 2,268 Est. Cost $26.10 Unrealized +31.0%
LYG Lloyds TSB Group PLC 0.0%
Value ($000) $33 Shares 6,151 Est. Cost $3.60 Unrealized
Wells Fargo & Company Perpetual Pfd 0.0%
Value ($000) $265 Shares 218 Est. Cost $1275.99 Unrealized
COKE Coca Cola Bottling CO. Consolidated 0.0%
Value ($000) $21 Shares 134 Est. Cost $115.38 Unrealized +26.9%
DBEF Deutsche X-trackers MSCI EAFE Hedged ETF 0.0%
Value ($000) $186 Shares 3,869 Est. Cost $41.08 Unrealized
VHT Vanguard Health Care VIPERs 0.0%
Value ($000) $49 Shares 169 Est. Cost $253.84 Unrealized
PTF Invesco DWA Tech Momentum ETF 0.0%
Value ($000) $218 Shares 2,854 Est. Cost $54.15 Unrealized
PAGP Plaines GP Holdings LP 0.0%
Value ($000) $100 Shares 5,211 Est. Cost $9.72 Unrealized
Eaton Vance Tax Advantaged Dividend 0.0%
Value ($000) $131 Shares 5,203 Est. Cost $23.58 Unrealized
PFM Invesco Dividend Achievers ETF 0.0%
Value ($000) $310 Shares 6,019 Est. Cost $34.80 Unrealized
CELC Celcuity Inc/sh Sh 0.0%
Value ($000) $9 Shares 91 Est. Cost $40.03 Unrealized +105.4%
SPYD SPDR S&P 500 High Dividend ETF 0.0%
Value ($000) $450 Shares 10,404 Est. Cost $38.75 Unrealized
DOCS Doximity, Inc. Cl A 0.0%
Value ($000) $7 Shares 154 Est. Cost $41.84 Unrealized +34.2%
IWB IShares Tr Russell 1000 Index Fund 0.0%
Value ($000) $205 Shares 550 Est. Cost $274.73 Unrealized
CWB SPDR Barclays Capital Conv Secs ETF 0.0%
Value ($000) $298 Shares 3,345 Est. Cost $69.11 Unrealized
ABM ABM Industries, Inc. 0.0%
Value ($000) $48 Shares 1,137 Est. Cost $40.81 Unrealized +7.0%
AVEM Avantis Emerging Markets Equity ETF 0.0%
Value ($000) $174 Shares 2,265 Est. Cost $44.15 Unrealized
BBEU JP Morgan BetaBuilders Europe ETF 0.0%
Value ($000) $85 Shares 1,160 Est. Cost $60.32 Unrealized
EWC IShares MSCI Canada Index 0.0%
Value ($000) $66 Shares 1,220 Est. Cost $27.97 Unrealized
OLED Universal Display Corporation 0.0%
Value ($000) $18 Shares 153 Est. Cost $160.35 Unrealized -19.4%
RWR SPDR DJ Wilshire REIT ETF 0.0%
Value ($000) $196 Shares 1,994 Est. Cost $86.76 Unrealized
BRKR Bruker Biosciences Corp 0.0%
Value ($000) $13 Shares 279 Est. Cost $65.16 Unrealized -35.2%
CSL Carlisle Companies, Inc. 0.0%
Value ($000) $131 Shares 409 Est. Cost $386.57 Unrealized -16.5%
LNTH Lantheus Holdings, Inc. 0.0%
Value ($000) $18 Shares 264 Est. Cost $82.34 Unrealized -29.3%
BXMT Blackstone Mortgage Trust, Inc. 0.0%
Value ($000) $106 Shares 5,544 Est. Cost $18.95 Unrealized
GGUS Goldman Sachs ETF/Marketbeta Russell 0.0%
Value ($000) $368 Shares 5,784 Est. Cost $62.81 Unrealized
VOOV Vanguard S&P Value ETF 0.0%
Value ($000) $150 Shares 734 Est. Cost $168.61 Unrealized
DFUS Dimensional Etf/u S Equity Etf 0.0%
Value ($000) $168 Shares 2,271 Est. Cost $28.17 Unrealized
JHML John Hancock Multifactor Large Cap ETF 0.0%
Value ($000) $211 Shares 2,640 Est. Cost $64.76 Unrealized
SMBC Southern Missouri Bancorp, Inc. 0.0%
Value ($000) $35 Shares 587 Est. Cost $51.45 Unrealized +7.0%
CNC Centene Corp. 0.0%
Value ($000) $29 Shares 700 Est. Cost $70.21 Unrealized -46.7%
EDOW First Trust Dow 30 Equal Weight ETF 0.0%
Value ($000) $114 Shares 2,766 Est. Cost $35.60 Unrealized
CC Chemours Company 0.0%
Value ($000) $11 Shares 922 Est. Cost $31.87 Unrealized -59.9%
ACH Accendra Health Inc 0.0%
Value ($000) $5 Shares 1,866 Est. Cost $28.44 Unrealized -87.4%
WTRG Essential Utilities, Inc. 0.0%
Value ($000) $93 Shares 2,416 Est. Cost $48.44 Unrealized -18.8%
EHC Encompass Health Corp 0.0%
Value ($000) $19 Shares 177 Est. Cost $97.25 Unrealized +19.0%
WCC Wesco International Inc. 0.0%
Value ($000) $27 Shares 110 Est. Cost $156.25 Unrealized +56.8%
XSOE Wisdom Tree Emerging Mrkt Ex St Owned Fd 0.0%
Value ($000) $173 Shares 4,427 Est. Cost $25.88 Unrealized
TDIV First Trust NASADAQ Tech Div Index 0.0%
Value ($000) $199 Shares 2,051 Est. Cost $61.13 Unrealized
QTOP Ishares Tr/Nasdaq Top 30 Stocks ETF 0.0%
Value ($000) $131 Shares 4,097 Est. Cost $27.43 Unrealized
SOFI Sofi Technologies Inc Com 0.0%
Value ($000) $384 Shares 14,676 Est. Cost $15.65 Unrealized +78.1%
TOPT Ishares Tr/top 20 U S Stocks Etf 0.0%
Value ($000) $142 Shares 4,562 Est. Cost $25.55 Unrealized
CECO CECO Environmental Corp 0.0%
Value ($000) $24 Shares 400 Est. Cost $5.54 Unrealized +865.2%
NEU NewMarket Corp 0.0%
Value ($000) $16 Shares 24 Est. Cost $441.97 Unrealized +72.2%
QQA Invesco Actively Managed Exchange-Traded Fund 0.0%
Value ($000) $446 Shares 8,418 Est. Cost $52.62 Unrealized
DBEU DEUTSCHE X TRACKERS MSCI EUROPE HEDGED 0.0%
Value ($000) $82 Shares 1,717 Est. Cost $34.67 Unrealized
ZLAB Zai Lab Limited 0.0%
Value ($000) $4 Shares 206 Est. Cost $35.35 Unrealized
EOLS Evolus, Inc. 0.0%
Value ($000) $44 Shares 6,558 Est. Cost $11.81 Unrealized -42.7%
PUI Invesco Exchange-Traded Fd Tr 0.0%
Value ($000) $60 Shares 1,377 Est. Cost $40.94 Unrealized
TRP TC Energy Corporation 0.0%
Value ($000) $329 Shares 5,982 Est. Cost $41.33 Unrealized +29.1%
RXRX Recursion Pharmaceuticals Inc 0.0%
Value ($000) $16 Shares 4,000 Est. Cost $6.72 Unrealized -26.3%
FVD First Tr Value Line Dividend Index Fd 0.2%
Value ($000) $1,855 Shares 40,248 Est. Cost $37.37 Unrealized
PXF Invesco FST Rafi Developed Markets US ETF 0.0%
Value ($000) $46 Shares 700 Est. Cost $40.69 Unrealized
Reaves Utility Income Fund 0.0%
Value ($000) $37 Shares 1,000 Est. Cost $31.00 Unrealized
JIG J.P. Morgan Exchange-Traded Fund Trust 0.0%
Value ($000) $111 Shares 1,507 Est. Cost $75.34 Unrealized
EFC Ellington Financial Inc 0.0%
Value ($000) $68 Shares 5,016 Est. Cost $13.95 Unrealized
EMLP First Trust North Amer Energy Infrastr ETF 0.0%
Value ($000) $269 Shares 7,112 Est. Cost $7.94 Unrealized
NVR NVR, Inc. 0.0%
Value ($000) $29 Shares 4 Est. Cost $7383.75 Unrealized +1.3%
MDYV streetTRACKS DJ Wilshire US Mid Value 0.0%
Value ($000) $197 Shares 2,326 Est. Cost $68.98 Unrealized
MGEE MGE Energy, Inc. 0.0%
Value ($000) $40 Shares 505 Est. Cost $88.71 Unrealized -7.7%
SCHV Schwab US Large-Cap Value ETF 0.0%
Value ($000) $136 Shares 4,605 Est. Cost $27.04 Unrealized
CGNG Capital Research And Management Co. 0.0%
Value ($000) $89 Shares 2,788 Est. Cost $28.81 Unrealized
USIG I Shares Trust Barclays Credit 0.0%
Value ($000) $366 Shares 7,070 Est. Cost $51.60 Unrealized
AMTM Amentum Holdings Inc. 0.0%
Value ($000) $16 Shares 566 Est. Cost $25.83 Unrealized -1.0%
ED Consolidated Edison Inc. 0.0%
Value ($000) $253 Shares 2,547 Est. Cost $63.49 Unrealized +55.6%
EXP Eagle Materials Inc. 0.0%
Value ($000) $22 Shares 108 Est. Cost $215.77 Unrealized +2.2%
PENN Penn National Gaming Inc. 0.0%
Value ($000) $9 Shares 627 Est. Cost $32.74 Unrealized -52.4%
JPEM JPMorgan Diversified Return EMkts Eq ETF 0.0%
Value ($000) $99 Shares 1,623 Est. Cost $38.30 Unrealized
FCPI Fidelity Stocks for Inflation ETF 0.0%
Value ($000) $223 Shares 4,500 Est. Cost $29.11 Unrealized
Nuveen Pfd Inc. Opportunities Fund 0.0%
Value ($000) $253 Shares 31,148 Est. Cost $6.94 Unrealized
GCT Gigacloud Technology Inc 0.0%
Value ($000) $10 Shares 255 Est. Cost $28.41 Unrealized +16.4%
Bank of America Corp Non Cumulative Perpetual 0.0%
Value ($000) $124 Shares 99 Est. Cost $1204.98 Unrealized
DVOL FIRST TR EXCHANGE-TRADED FD VI DORSY WR MOMNT 0.0%
Value ($000) $230 Shares 6,578 Est. Cost $33.88 Unrealized
RLI RLI Corp 0.0%
Value ($000) $141 Shares 2,200 Est. Cost $60.97 Unrealized +0.8%
ARKW ARK Web x.0 ETF 0.0%
Value ($000) $15 Shares 100 Est. Cost $48.68 Unrealized
FEZ SPDR Index Shs Fds DJ Euro Stoxx 50 ETF 0.0%
Value ($000) $76 Shares 1,180 Est. Cost $54.23 Unrealized
CVLT CommVault Systems, Inc. 0.0%
Value ($000) $5 Shares 42 Est. Cost $62.09 Unrealized +126.6%
VC Visteon Corp New 0.0%
Value ($000) $10 Shares 107 Est. Cost $101.09 Unrealized +4.6%
REGL ProShares Trust S&P 400 Div Arst ETF 0.0%
Value ($000) $198 Shares 2,349 Est. Cost $70.64 Unrealized
BNS Bank of Nova Scotia 0.0%
Value ($000) $21 Shares 289 Est. Cost $58.93 Unrealized +15.3%
RODM Hartford Multifactor Dev Mkts ETF 0.0%
Value ($000) $66 Shares 1,782 Est. Cost $27.05 Unrealized
SCHH Schwab U.S. REIT ETF 0.0%
Value ($000) $78 Shares 3,734 Est. Cost $20.58 Unrealized
FPAG Investment Managers Series Trust Iii 0.0%
Value ($000) $74 Shares 2,000 Est. Cost $30.28 Unrealized
AXSM Axsome Therapeutics Inc 0.0%
Value ($000) $7 Shares 41 Est. Cost $85.74 Unrealized +62.8%
SIRI Sirius Xm Holdings Inc. 0.0%
Value ($000) $15 Shares 753 Est. Cost $31.06 Unrealized -30.8%
DLB Dolby Laboratories, Inc. 0.0%
Value ($000) $19 Shares 297 Est. Cost $72.73 Unrealized -8.5%
AMP Ameriprise Financial, Inc. 0.0%
Value ($000) $561 Shares 1,143 Est. Cost $348.59 Unrealized +35.9%
PMAY Innovator ETFs/US Equity Pwr Buff 0.0%
Value ($000) $136 Shares 3,438 Est. Cost $34.11 Unrealized
HYFI AB High Yield ETF 0.0%
Value ($000) $237 Shares 6,305 Est. Cost $35.84 Unrealized
CRS Carpenter Technology Corp 0.0%
Value ($000) $11 Shares 34 Est. Cost $255.23 Unrealized +17.8%
LGLV SPDR Ssga US Large Cap Low Volatility ETF 0.0%
Value ($000) $158 Shares 901 Est. Cost $143.53 Unrealized
EMTL SPDR DoubleLine Emerging Mrkt Fix Inc ETF 0.0%
Value ($000) $171 Shares 3,947 Est. Cost $41.23 Unrealized
ALGT Allegiant Travel 0.0%
Value ($000) $8 Shares 95 Est. Cost $51.74 Unrealized +38.2%
Eaton Vance Floating Rate Income Trust 0.0%
Value ($000) $54 Shares 4,800 Est. Cost $11.79 Unrealized
JEF Jefferies Finl Group Inc 0.0%
Value ($000) $41 Shares 667 Est. Cost $60.21 Unrealized -5.8%
FLOT iShares Floating Rate Note 0.1%
Value ($000) $840 Shares 16,520 Est. Cost $50.77 Unrealized
John Hancock Tax Adv Div Income Fd 0.0%
Value ($000) $47 Shares 2,000 Est. Cost $22.08 Unrealized
NOBL ProShares Trust S&P 500 Div Aristocrats ETF 0.0%
Value ($000) $236 Shares 2,271 Est. Cost $87.42 Unrealized
Eaton Vance Fds Tax Mgd Diversified Equity 0.0%
Value ($000) $62 Shares 4,035 Est. Cost $11.51 Unrealized
Nuveen Credit Strategies Income Fund 0.0%
Value ($000) $45 Shares 9,000 Est. Cost $5.22 Unrealized
STLA Stellantis N.v./sh Fpd 0.0%
Value ($000) $13 Shares 1,200 Est. Cost $15.10 Unrealized
RSPF Invesco Exchange S&P 500 Equal ETF 0.0%
Value ($000) $245 Shares 3,122 Est. Cost $48.54 Unrealized
BlackRock Capital Allocation Term Trust 0.0%
Value ($000) $50 Shares 3,500 Est. Cost $14.40 Unrealized
LBRDK Liberty Broadband Corp Ser C 0.0%
Value ($000) $7 Shares 147 Est. Cost $110.97 Unrealized -53.1%
DON WisdomTree Trust Midcap Div Fd 0.0%
Value ($000) $400 Shares 7,749 Est. Cost $38.95 Unrealized
IWL IShares Russell 200 Index Fund 0.0%
Value ($000) $82 Shares 480 Est. Cost $89.97 Unrealized
EMHY iShares Emerging Markets High Yield Bond 0.0%
Value ($000) $129 Shares 3,188 Est. Cost $39.69 Unrealized
ILCG IShares Tr Large Growth Index 0.1%
Value ($000) $853 Shares 8,194 Est. Cost $56.50 Unrealized
DNL WisdomTree Glbl US Quality Div Growth Fd 0.0%
Value ($000) $120 Shares 2,905 Est. Cost $36.04 Unrealized
OXY/WS Occidental Pete Corp Wts Exp 08/03/2027 0.0%
Value ($000) $6 Shares 337 Est. Cost $37.50 Unrealized
BJRI BJs Restaurants Inc. 0.0%
Value ($000) $9 Shares 236 Est. Cost $31.18 Unrealized +13.9%
Nuveen Insured California Tax Free 0.0%
Value ($000) $112 Shares 9,000 Est. Cost $12.64 Unrealized
JHancock Preferred Income III 0.0%
Value ($000) $29 Shares 2,000 Est. Cost $15.71 Unrealized
RSPD Invesco S&P 500 Equal Wght Con Discy ETF 0.0%
Value ($000) $175 Shares 3,072 Est. Cost $70.67 Unrealized
ENTG Entegris Inc. 0.0%
Value ($000) $21 Shares 250 Est. Cost $102.22 Unrealized -15.1%
UNF UniFirst Corporation 0.0%
Value ($000) $15 Shares 79 Est. Cost $162.67 Unrealized +3.6%
ONEQ Fidelity Comwlth Tr NASDAQ Composit Index 0.0%
Value ($000) $81 Shares 890 Est. Cost $63.09 Unrealized
HAWX Blackrock Institutional Trust Company N.a. 0.0%
Value ($000) $47 Shares 1,200 Est. Cost $34.54 Unrealized
INCE Franklin Income Equity Focus ETF 0.0%
Value ($000) $67 Shares 1,089 Est. Cost $53.86 Unrealized
FLGB Franklin FTSE United Kingdom ETF 0.0%
Value ($000) $52 Shares 1,533 Est. Cost $26.07 Unrealized
FMAY FT CBOE Vest U.S. Equity Buffer ETF - May 0.0%
Value ($000) $87 Shares 1,626 Est. Cost $34.44 Unrealized
VNO Vornado Realty Trust 0.0%
Value ($000) $9 Shares 268 Est. Cost $16.21 Unrealized
VFMF Vanguard Wellin/u S Multifactor Etf 0.0%
Value ($000) $45 Shares 300 Est. Cost $103.65 Unrealized
JLL Jones Lang LaSalle Inc. 0.0%
Value ($000) $17 Shares 50 Est. Cost $236.88 Unrealized +32.3%
TPZ Tortoise Cap S /pwr & Energy Infras 0.0%
Value ($000) $61 Shares 3,000 Est. Cost $20.26 Unrealized
CDC Victory Cemp US EQ Income ENH Volatility 0.0%
Value ($000) $145 Shares 2,200 Est. Cost $65.36 Unrealized
Nuveen Dividend Advantage Muni 0.0%
Value ($000) $64 Shares 5,039 Est. Cost $11.99 Unrealized
PSEC Prospect Capital Corp 0.0%
Value ($000) $30 Shares 11,639 Est. Cost $4.08 Unrealized -37.6%
IAT iShares Tr Dow Jones US Regional Bks Index 0.0%
Value ($000) $39 Shares 700 Est. Cost $43.08 Unrealized
VCRB Vanguard Malver/core Bd Etf 0.0%
Value ($000) $181 Shares 2,330 Est. Cost $77.60 Unrealized
AVSC Amern Centy Etf/avantis U S Sm Cap 0.0%
Value ($000) $72 Shares 1,219 Est. Cost $53.13 Unrealized
ANF Abercrombie & Fitch CO. Class A 0.0%
Value ($000) $6 Shares 45 Est. Cost $141.93 Unrealized -38.4%
John Hancock Bank & Thrift Oppty Fund 0.0%
Value ($000) $70 Shares 2,000 Est. Cost $32.03 Unrealized
JBI Janus International Group Inc 0.0%
Value ($000) $4 Shares 537 Est. Cost $9.96 Unrealized -21.8%
NUVEEN GLOBAL HIGH INCOME FUND 0.0%
Value ($000) $25 Shares 1,950 Est. Cost $11.79 Unrealized
BKGI Bny Mellon ETF /Glb Infrastructure 0.0%
Value ($000) $51 Shares 1,256 Est. Cost $39.28 Unrealized
Nuveen AMT Free Municipal Income 0.0%
Value ($000) $85 Shares 7,338 Est. Cost $11.32 Unrealized
MRSK N Lights Fd Tr/toews Agility Shs M 0.0%
Value ($000) $55 Shares 1,499 Est. Cost $30.40 Unrealized
WDIV Spdr Ix Shs Fun/s&p Glb Div Etf 0.0%
Value ($000) $48 Shares 635 Est. Cost $66.81 Unrealized
DSI IShares MSCI KLD 400 Social 0.0%
Value ($000) $78 Shares 606 Est. Cost $80.27 Unrealized
HCC Warrior Metal Coal Inc 0.0%
Value ($000) $6 Shares 71 Est. Cost $59.28 Unrealized +26.8%
AVMV Amern Centy Etf/Avantis U S Mid Cap 0.0%
Value ($000) $53 Shares 750 Est. Cost $65.38 Unrealized
FTA First Trust Large Cap Value Opportunities 0.0%
Value ($000) $53 Shares 613 Est. Cost $73.67 Unrealized
BlackRock Multi-Sector Income Trust 0.0%
Value ($000) $68 Shares 5,242 Est. Cost $12.12 Unrealized
LTC LTC Properties Inc. 0.0%
Value ($000) $24 Shares 695 Est. Cost $35.06 Unrealized
SHYG Ishares 0-5 Year HY Corp 0.0%
Value ($000) $464 Shares 10,833 Est. Cost $34.95 Unrealized
Invesco Van Kampen Senior Income Trust 0.0%
Value ($000) $29 Shares 9,000 Est. Cost $3.93 Unrealized
TMHC Taylor Morrison Home Corp 0.0%
Value ($000) $14 Shares 237 Est. Cost $41.10 Unrealized +48.8%
SUSA IShares MSCI USA ESG Select 0.0%
Value ($000) $64 Shares 457 Est. Cost $81.31 Unrealized
IPKW Invesco Exch Traded Fd Tr II Intl Buyback 0.0%
Value ($000) $32 Shares 582 Est. Cost $46.65 Unrealized
EQWL Invesco Exchange/Russell Top 200 Equ 0.0%
Value ($000) $57 Shares 481 Est. Cost $114.68 Unrealized
Nuveen Dividend Advantage Municipal Fund 0.0%
Value ($000) $61 Shares 5,036 Est. Cost $11.73 Unrealized
FPX First Trust IPOX 100 Index Fund 0.0%
Value ($000) $104 Shares 638 Est. Cost $99.99 Unrealized
IHAK Ishares Tr/cybersecurity & Tech Etf 0.0%
Value ($000) $19 Shares 389 Est. Cost $46.77 Unrealized
Western Asset High Yield Define 0.0%
Value ($000) $33 Shares 2,959 Est. Cost $12.07 Unrealized
MD Mednax Inc 0.0%
Value ($000) $7 Shares 350 Est. Cost $13.80 Unrealized +48.4%
SRRK Scholar Rock Holding Corp 0.0%
Value ($000) $10 Shares 238 Est. Cost $15.58 Unrealized +140.7%
DMAY FT CBOE Vest U.S. Equity Deep Buffer ETF - MA 0.0%
Value ($000) $79 Shares 1,742 Est. Cost $31.00 Unrealized
FSGS First Trust SMID Growth Strength ETF 0.0%
Value ($000) $62 Shares 2,029 Est. Cost $24.13 Unrealized
JVAL J.p. Morgan Exchange-traded Fund Trust 0.0%
Value ($000) $50 Shares 1,009 Est. Cost $40.87 Unrealized
TEX Terex Corp. 0.0%
Value ($000) $40 Shares 753 Est. Cost $40.05 Unrealized +26.1%
SUN Sunoco Ltd Partnership 0.0%
Value ($000) $34 Shares 650 Est. Cost $38.56 Unrealized
HAPI HBR ETF Tr/corporate Culture Etf 0.0%
Value ($000) $82 Shares 2,000 Est. Cost $34.09 Unrealized
OPFI Oppfi Inc/Sh 0.0%
Value ($000) $18 Shares 1,764 Est. Cost $11.23 Unrealized -9.7%
NUS Nu Skin Enterprises, Inc. 0.0%
Value ($000) $6 Shares 596 Est. Cost $6.67 Unrealized +54.6%
CPT Camden Property Tr 0.0%
Value ($000) $44 Shares 398 Est. Cost $112.47 Unrealized -8.3%
FELC Fid Covington T/Enhanced Large Cap 0.0%
Value ($000) $65 Shares 1,691 Est. Cost $37.27 Unrealized
EWJ IShares MSCI Japan 0.0%
Value ($000) $231 Shares 2,867 Est. Cost $58.39 Unrealized
SPNT Siriuspoint Ltd/sh Nv 0.0%
Value ($000) $9 Shares 400 Est. Cost $10.02 Unrealized +100.1%
UHAL/B U-haul Hldg Co/sh Cl B Nv 0.0%
Value ($000) $17 Shares 363 Est. Cost $63.53 Unrealized -23.4%
VNQI Vanguard Global ex-US Real Estate ETF 0.0%
Value ($000) $36 Shares 786 Est. Cost $44.47 Unrealized
USHY iShares Broad USD High Yield Corp Bd ETF 0.0%
Value ($000) $233 Shares 6,230 Est. Cost $35.80 Unrealized
DVA DaVita Inc. 0.0%
Value ($000) $9 Shares 76 Est. Cost $106.97 Unrealized +13.7%
CBRE CBRE Group Inc. CL A 0.0%
Value ($000) $135 Shares 838 Est. Cost $99.03 Unrealized +58.8%
PODD Insulet Corp 0.0%
Value ($000) $17 Shares 59 Est. Cost $216.10 Unrealized +44.7%
EXTR Extreme Networks Inc. 0.0%
Value ($000) $6 Shares 361 Est. Cost $13.28 Unrealized +38.3%
GEO Geo Group Inc New 0.0%
Value ($000) $5 Shares 330 Est. Cost $6.90 Unrealized +141.8%
OUSA Alps Etf Tr/oshares U S Qlty Di 0.0%
Value ($000) $72 Shares 1,243 Est. Cost $49.26 Unrealized
HE Hawaiian Electric Industries Inc. 0.0%
Value ($000) $14 Shares 1,137 Est. Cost $20.59 Unrealized -43.7%
RXST Rxsight Inc/sh 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $45.10 Unrealized -77.7%
MGA Magna Intl Inc. 0.0%
Value ($000) $13 Shares 241 Est. Cost $42.62 Unrealized +14.7%
OSCR Oscar Health In/sh Cl A 0.0%
Value ($000) $4 Shares 311 Est. Cost $13.70 Unrealized +26.3%
FALN iShares Trust - iShares Fallen Angels Bd ETF 0.0%
Value ($000) $81 Shares 2,950 Est. Cost $25.54 Unrealized
TOWN Townebank Portsmouth Va 0.0%
Value ($000) $39 Shares 1,169 Est. Cost $33.36 Unrealized +0.9%
YMM Full Track Alliance Co Ltd Spon Ads 0.0%
Value ($000) $7 Shares 625 Est. Cost $0.01 Unrealized
SILA Sila Realty Trust Inc 0.0%
Value ($000) $18 Shares 782 Est. Cost $25.29 Unrealized
TRIN Trinity Capital Inc 0.0%
Value ($000) $25 Shares 1,685 Est. Cost $12.76 Unrealized +10.5%
BHP BHP Billiton Ltd Spons ADR 0.0%
Value ($000) $18 Shares 301 Est. Cost $48.81 Unrealized
CION Cion Investment Corporation New 0.0%
Value ($000) $70 Shares 7,284 Est. Cost $6.56 Unrealized +40.4%
Cohen & Steers Infrastructure Fund Inc 0.0%
Value ($000) $48 Shares 2,000 Est. Cost $25.42 Unrealized
XBIL Rbb Fd Inc/us Treas 6 Month B Etf 0.0%
Value ($000) $551 Shares 10,997 Est. Cost $50.09 Unrealized
FLIA Franklin Temple/intl Aggregate Bd E 0.0%
Value ($000) $84 Shares 4,156 Est. Cost $19.83 Unrealized
DBX Dropbox, Inc. 0.0%
Value ($000) $16 Shares 569 Est. Cost $28.30 Unrealized +2.9%
DDOG Datadog, Inc. Cl A Com 0.0%
Value ($000) $26 Shares 190 Est. Cost $115.91 Unrealized +36.3%
IYR IShares Tr Dow Jones US Real Estate Index Fd 0.0%
Value ($000) $40 Shares 425 Est. Cost $98.88 Unrealized
DJIA Glb X Funds/dow 30 Covered Call Etf 0.0%
Value ($000) $198 Shares 9,017 Est. Cost $21.70 Unrealized
EQH Equitable Holdings Inc 0.0%
Value ($000) $21 Shares 431 Est. Cost $26.39 Unrealized +79.0%
RSPS Invesco S&P 500 EQ weight Consumer St 0.0%
Value ($000) $195 Shares 6,720 Est. Cost $58.12 Unrealized
IHF iShares Trust Dow Jones US Health Care 0.0%
Value ($000) $44 Shares 925 Est. Cost $73.33 Unrealized
AMX Amer Movil Sponsored Adr Repstg Cl B Shs 0.0%
Value ($000) $84 Shares 4,042 Est. Cost $19.14 Unrealized
STM STMicroelectronics NV 0.0%
Value ($000) $15 Shares 571 Est. Cost $31.52 Unrealized
USAR USA Rare Earth Inc. 0.0%
Value ($000) $3 Shares 250 Est. Cost $14.29 Unrealized +33.3%
AN AutoNation Inc. 0.0%
Value ($000) $22 Shares 107 Est. Cost $145.69 Unrealized +42.8%
PPA Invesco Aerospace & Defense ETF 0.0%
Value ($000) $173 Shares 1,104 Est. Cost $90.50 Unrealized
XYLG Glb X Funds/s&p 500 Covered Call & 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $29.81 Unrealized
PIMCO High Income Fund 0.0%
Value ($000) $49 Shares 10,000 Est. Cost $4.99 Unrealized
OGE OGE Energy Corp 0.0%
Value ($000) $16 Shares 364 Est. Cost $39.74 Unrealized +12.2%
VSCO Victorias Secret and Co Common Stock 0.0%
Value ($000) $3 Shares 48 Est. Cost $36.86 Unrealized +7.8%
EFAV iShares MSCI EAFE Min Volatility 0.0%
Value ($000) $77 Shares 898 Est. Cost $63.44 Unrealized
BSJR Invesco Bulletshares 2027 High Yield ETF 0.0%
Value ($000) $117 Shares 5,176 Est. Cost $21.95 Unrealized
NUDM Nushares Etf Tr/esg Intl Developed 0.0%
Value ($000) $32 Shares 895 Est. Cost $29.42 Unrealized
PAA Plains All American Pipeline, L.P. 0.0%
Value ($000) $25 Shares 1,395 Est. Cost $10.21 Unrealized
PAG Penske Automotive Group Inc. 0.0%
Value ($000) $13 Shares 80 Est. Cost $111.85 Unrealized +47.0%
ACHR Archer Aviation/sh Cl A 0.0%
Value ($000) $5 Shares 634 Est. Cost $9.90 Unrealized -4.9%
XCEM Columbia Etf Tr/columbia Em Core Ex 0.0%
Value ($000) $23 Shares 610 Est. Cost $30.38 Unrealized
CIM Chimera Invt Co/sh Par $ 0.0%
Value ($000) $19 Shares 1,565 Est. Cost $13.64 Unrealized
MORN Morningstar Inc 0.0%
Value ($000) $18 Shares 84 Est. Cost $252.01 Unrealized -14.1%
KOF Coca-Cola Femsa SA DE CV 0.0%
Value ($000) $10 Shares 106 Est. Cost $92.32 Unrealized
BOH Bank of Hawaii Corp 0.0%
Value ($000) $31 Shares 450 Est. Cost $68.37 Unrealized -4.3%
XSVM Invesco Russell 2000 Pure Value ETF 0.0%
Value ($000) $103 Shares 1,797 Est. Cost $47.57 Unrealized
IRT Independence Realty Trust Inc 0.0%
Value ($000) $20 Shares 1,119 Est. Cost $14.07 Unrealized
ESGV Vanguard ESG U.S. Stock ETF 0.0%
Value ($000) $58 Shares 482 Est. Cost $34.84 Unrealized
DB Deutsche BK A G Euro 0.0%
Value ($000) $13 Shares 326 Est. Cost $17.60 Unrealized +105.0%
RCAT Red Cat Holding/sh Cl B 0.0%
Value ($000) $4 Shares 500 Est. Cost $6.28 Unrealized +52.5%
AMUB UBS ETRACS Alerian MLP Index ETN Series B 0.0%
Value ($000) $60 Shares 3,170 Est. Cost $11.99 Unrealized
SLF SunLife Financial 0.0%
Value ($000) $31 Shares 497 Est. Cost $56.83 Unrealized +6.3%
Nuveen Build America Bond Fund 0.0%
Value ($000) $44 Shares 2,800 Est. Cost $17.86 Unrealized
GAMB Gambling.com Group Ltd 0.0%
Value ($000) $2 Shares 431 Est. Cost $10.21 Unrealized -37.7%
ClearBridge Energy Midstream Opportunity Fund 0.0%
Value ($000) $192 Shares 4,306 Est. Cost $42.20 Unrealized
VRIG Invesco Activel/var Rate Invt Grade 0.0%
Value ($000) $159 Shares 6,330 Est. Cost $17.81 Unrealized
ATR AptarGroup Inc. 0.0%
Value ($000) $12 Shares 98 Est. Cost $118.80 Unrealized +3.5%
TGLS Tecnoglass Inc. 0.0%
Value ($000) $3 Shares 68 Est. Cost $24.11 Unrealized +126.4%
BUFT 1st Tr Exchange/ft Vest Buffered Al 0.0%
Value ($000) $62 Shares 2,500 Est. Cost $22.93 Unrealized
SPIP SPDR Series Trust Barclays Capital TIPS 0.0%
Value ($000) $79 Shares 3,037 Est. Cost $27.03 Unrealized
PDM Piedmont Office Realty Trust Inc Cl A 0.0%
Value ($000) $14 Shares 1,655 Est. Cost $8.86 Unrealized
FXU FIRST TRUST UTILITIES ALPHADEX ETF 0.0%
Value ($000) $111 Shares 2,459 Est. Cost $38.23 Unrealized
QQQI Neos Etf Tr/nasdaq 100 High In Etf 0.0%
Value ($000) $372 Shares 6,915 Est. Cost $52.09 Unrealized
Eaton Vance Tax Mgd Global Diversified Equity 0.0%
Value ($000) $24 Shares 2,500 Est. Cost $7.20 Unrealized
FNY First Trust Mid Cap Growth AlphaDEX ETF 0.0%
Value ($000) $228 Shares 2,499 Est. Cost $73.58 Unrealized
GAP Gap Inc. 0.0%
Value ($000) $6 Shares 248 Est. Cost $19.17 Unrealized +25.6%
USRT iShares Core U.S. REIT ETF 0.0%
Value ($000) $34 Shares 593 Est. Cost $60.24 Unrealized
MLI Mueller Industries 0.0%
Value ($000) $9 Shares 76 Est. Cost $75.73 Unrealized +41.8%
FICS First Trust Exchange-traded Fund Vi 0.0%
Value ($000) $21 Shares 523 Est. Cost $34.20 Unrealized
AXTA Axalta Coating Systems Ltd. 0.0%
Value ($000) $9 Shares 279 Est. Cost $28.13 Unrealized +4.3%
FLSP Franklin Temple/Systematic Style Pr 0.0%
Value ($000) $71 Shares 2,625 Est. Cost $24.10 Unrealized
JPEF J.p. Morgan Exchange-traded Fund Trust 0.0%
Value ($000) $128 Shares 1,714 Est. Cost $67.11 Unrealized
SHRY First Trust Exchange-traded Fund Vi 0.0%
Value ($000) $43 Shares 1,017 Est. Cost $42.45 Unrealized
UBSI United Bankshares Inc West Virginia Common 0.0%
Value ($000) $33 Shares 857 Est. Cost $37.09 Unrealized +0.4%
IBMP Ishares Tr/ibonds December 2027 Ter 0.0%
Value ($000) $304 Shares 11,983 Est. Cost $10.93 Unrealized
GOVI Invesco 1-30 Laddered Treasury ETF 0.0%
Value ($000) $133 Shares 4,831 Est. Cost $17.23 Unrealized
IEUS iShares MSCI Europe Small-Cap ETF 0.0%
Value ($000) $59 Shares 868 Est. Cost $58.78 Unrealized
FVC First Trust Dorsey Wright Dynamics Foc 5 ETF 0.0%
Value ($000) $125 Shares 3,442 Est. Cost $33.92 Unrealized
URTH IShares MSCI World ETF 0.0%
Value ($000) $44 Shares 238 Est. Cost $122.87 Unrealized
IMOS ChipMOS Technologies LTD. New 0.0%
Value ($000) $3 Shares 95 Est. Cost $22.43 Unrealized
SDOG ALPS Sector Dividend Dogs 0.0%
Value ($000) $252 Shares 4,165 Est. Cost $45.96 Unrealized
SLQD iShares 0-5 Year Invmt Grade Corp Bd ETF 0.0%
Value ($000) $409 Shares 8,066 Est. Cost $49.60 Unrealized
BBHY J.p. Morgan Exchange-traded Fund Trust 0.0%
Value ($000) $93 Shares 1,997 Est. Cost $44.82 Unrealized
BTU Peabody Energy Corporation 0.0%
Value ($000) $9 Shares 313 Est. Cost $17.89 Unrealized +64.1%
PII Polaris Inds Inc 0.0%
Value ($000) $12 Shares 194 Est. Cost $50.35 Unrealized +30.8%
INDY IShares S&P India Nifty 50 Index Fund ETF 0.0%
Value ($000) $30 Shares 609 Est. Cost $41.43 Unrealized
ADNT Adient PLC Ordinary Shares 0.0%
Value ($000) $4 Shares 199 Est. Cost $16.17 Unrealized +30.1%
BJ BJ'S WHOLESALE CLUB HOLDINGS, INC. 0.0%
Value ($000) $28 Shares 315 Est. Cost $68.62 Unrealized +33.8%
BRSL International Game Tech PLC 0.0%
Value ($000) $8 Shares 507 Est. Cost $16.21 Unrealized -0.3%
CDL VictoryShares US LgCp Hi Div Vol Wtd ETF 0.0%
Value ($000) $90 Shares 1,306 Est. Cost $57.50 Unrealized
PFLT PennantPark Floating Rate Capital Ltd. 0.0%
Value ($000) $23 Shares 2,530 Est. Cost $8.10 Unrealized +7.8%
FLRN SPDR Bloombeg Barclays Invt 0.0%
Value ($000) $183 Shares 5,944 Est. Cost $30.42 Unrealized
PNOV Innovator ETFs/US Equity Pwr Buff 0.0%
Value ($000) $56 Shares 1,330 Est. Cost $36.30 Unrealized
YOU Clear Secure In/sh Cl A 0.0%
Value ($000) $19 Shares 551 Est. Cost $24.84 Unrealized +36.7%
Eaton Vance Tax Managed Global BuyWrite Fund 0.0%
Value ($000) $51 Shares 5,500 Est. Cost $8.33 Unrealized
RIG Transocean Ltd Zug Namen Akt 0.0%
Value ($000) $4 Shares 922 Est. Cost $4.81 Unrealized -19.3%
Calamos Conv Opportunities & Inc Fd 0.0%
Value ($000) $31 Shares 3,000 Est. Cost $10.67 Unrealized
M Macy's Inc. 0.0%
Value ($000) $5 Shares 225 Est. Cost $18.87 Unrealized +8.5%
ICLR ICON Public Limited Company 0.0%
Value ($000) $26 Shares 140 Est. Cost $193.72 Unrealized -8.1%
UDR UDR Inc 0.0%
Value ($000) $39 Shares 1,073 Est. Cost $42.91 Unrealized -17.2%
IVT InvenTrust Properties Corp 0.0%
Value ($000) $63 Shares 2,242 Est. Cost $0.78 Unrealized
FXZ First Trust Materials Alphad ETF 0.0%
Value ($000) $18 Shares 282 Est. Cost $57.65 Unrealized
NTNX Nutanix, Inc 0.0%
Value ($000) $2 Shares 40 Est. Cost $60.88 Unrealized +0.4%
Calamos Strategic Total Return Fund 0.0%
Value ($000) $193 Shares 10,034 Est. Cost $13.66 Unrealized
SHYM Blackrock Etf T/high Yield Muni In 0.0%
Value ($000) $166 Shares 7,484 Est. Cost $22.44 Unrealized
PBF PBF Energy Inc. 0.0%
Value ($000) $8 Shares 294 Est. Cost $19.01 Unrealized +68.5%
CNO CNO Financial Group Inc. 0.0%
Value ($000) $13 Shares 307 Est. Cost $19.72 Unrealized +106.0%
NU Nu Holdings Ltd/sh Sh 0.0%
Value ($000) $20 Shares 1,219 Est. Cost $13.81 Unrealized +16.4%
JCAP Jefferson Capital Inc. 0.0%
Value ($000) $4 Shares 173 Est. Cost $17.76 Unrealized +13.8%
ISCV IShares Tr Small Value Index Fund 0.0%
Value ($000) $32 Shares 467 Est. Cost $50.46 Unrealized
VUSB Vanguard Bd Ix /ultra Short Bd Etf 0.0%
Value ($000) $279 Shares 5,593 Est. Cost $49.88 Unrealized
JBGS JBG Smith Properties 0.0%
Value ($000) $3 Shares 165 Est. Cost $15.81 Unrealized
SYFI Ab Active Etfs /short Duration High 0.0%
Value ($000) $155 Shares 4,315 Est. Cost $35.36 Unrealized
DWLD Davis Select Worldwide ETF 0.0%
Value ($000) $28 Shares 600 Est. Cost $23.33 Unrealized
LBRDA Liberty Broadband Corp Ser A 0.0%
Value ($000) $3 Shares 56 Est. Cost $108.95 Unrealized -52.5%
AWI Armstrong World Industries, Inc. 0.0%
Value ($000) $33 Shares 171 Est. Cost $88.16 Unrealized +116.3%
CORP PIMCO Investment Grade Corp Bond Index ETF 0.0%
Value ($000) $106 Shares 1,085 Est. Cost $62.19 Unrealized
BMI Badger Meter, Inc 0.0%
Value ($000) $35 Shares 200 Est. Cost $80.46 Unrealized +123.4%
IX Orix Corp Spons ADR 0.0%
Value ($000) $8 Shares 268 Est. Cost $22.84 Unrealized
SMA Smartstop Self Storage Reit Inc 0.0%
Value ($000) $4 Shares 124 Est. Cost $37.64 Unrealized
EWZ IShares Inc Brazil Free Index Fd 0.0%
Value ($000) $34 Shares 1,072 Est. Cost $30.00 Unrealized
CARY Angel Oak Funds/in Etf 0.0%
Value ($000) $203 Shares 9,757 Est. Cost $20.91 Unrealized
HDB HDFC Bank LTD ADR 0.0%
Value ($000) $13 Shares 346 Est. Cost $60.19 Unrealized
MTH Meritage Corporation 0.0%
Value ($000) $8 Shares 124 Est. Cost $86.18 Unrealized -19.7%
DINO HF Sinclair Corporation 0.0%
Value ($000) $6 Shares 131 Est. Cost $44.42 Unrealized +15.5%
Eaton Vance National Municipal Opportunities 0.0%
Value ($000) $51 Shares 3,000 Est. Cost $17.80 Unrealized
TAXF American Century Diversified Muni Bond ETF 0.0%
Value ($000) $302 Shares 5,994 Est. Cost $46.31 Unrealized
Boeing Co/depositary Sh S A 0.0%
Value ($000) $109 Shares 1,576 Est. Cost $68.00 Unrealized
CLSE Tr For Professi/convergence Long Sh 0.0%
Value ($000) $17 Shares 622 Est. Cost $21.44 Unrealized
AVT Avnet Inc. 0.0%
Value ($000) $9 Shares 191 Est. Cost $46.18 Unrealized +5.9%
JYNT JOINT CORP COM 0.0%
Value ($000) $9 Shares 975 Est. Cost $11.16 Unrealized -24.0%
KRG Kite Realty Group Trust 0.0%
Value ($000) $11 Shares 474 Est. Cost $18.29 Unrealized
VSGX Vanguard World /esg Intl Stk Etf 0.0%
Value ($000) $25 Shares 350 Est. Cost $52.36 Unrealized
JOYY Joyy Inc ADS Repstg Com A 0.0%
Value ($000) $8 Shares 128 Est. Cost $40.19 Unrealized
VFVA Vanguard Wellin/u S Value Factor Et 0.0%
Value ($000) $20 Shares 150 Est. Cost $98.76 Unrealized
BlackRock Build America Bond Tr 0.0%
Value ($000) $46 Shares 2,800 Est. Cost $16.74 Unrealized
VTWV Vanguard Scotts/vanguard Russell 20 0.0%
Value ($000) $31 Shares 191 Est. Cost $144.85 Unrealized
AAON AAON Inc New 0.0%
Value ($000) $3 Shares 45 Est. Cost $77.97 Unrealized +18.4%
IGPT Invesco Dynamic Software ETF 0.0%
Value ($000) $8 Shares 142 Est. Cost $45.36 Unrealized
DTH WisdomTree DEFA Equity Income ETF 0.0%
Value ($000) $16 Shares 313 Est. Cost $49.15 Unrealized
WMS Advanced Drainage Systems, Inc 0.0%
Value ($000) $18 Shares 125 Est. Cost $109.17 Unrealized +32.5%
CBRW Clarion Global Real Estate 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $7.00 Unrealized
GAUG First Trust Exchange-traded Fund Viii 0.0%
Value ($000) $46 Shares 1,169 Est. Cost $38.61 Unrealized
VIV Telefonica Brasil S.a., 0.0%
Value ($000) $10 Shares 844 Est. Cost $8.72 Unrealized
IBUY Amplify Online Retail ETF 0.0%
Value ($000) $32 Shares 429 Est. Cost $55.21 Unrealized
UNM Unumprovident Corp. 0.0%
Value ($000) $206 Shares 2,657 Est. Cost $41.77 Unrealized +83.1%
DIV Global X SuperDividend U.S. ETF 0.0%
Value ($000) $35 Shares 2,000 Est. Cost $18.23 Unrealized
IVOG Vanguard Admira/s&p Midcap 400 Gr I 0.0%
Value ($000) $123 Shares 1,024 Est. Cost $115.84 Unrealized
PSCI Invesco S&P SmallCap Industrials ETF 0.0%
Value ($000) $173 Shares 1,150 Est. Cost $117.66 Unrealized
Z Zillow Group Inc Cl C 0.0%
Value ($000) $6 Shares 83 Est. Cost $41.85 Unrealized +73.0%
BAP Credicorp Ltd 0.0%
Value ($000) $10 Shares 35 Est. Cost $143.32 Unrealized +84.7%
CCEP Coca-Cola European Partners PLC 0.0%
Value ($000) $44 Shares 483 Est. Cost $56.13 Unrealized +59.7%
NANR Spdr Ix Shs Fun/s&p N Amern Nat Res 0.0%
Value ($000) $15 Shares 223 Est. Cost $51.00 Unrealized
FAN First Trust ISE Global Wind Energy ETF 0.0%
Value ($000) $12 Shares 570 Est. Cost $17.54 Unrealized
XHR Xenia Hotels & Resorts Inc 0.0%
Value ($000) $24 Shares 1,710 Est. Cost $14.15 Unrealized
HLF Herbalife Ltd 0.0%
Value ($000) $2 Shares 161 Est. Cost $7.11 Unrealized +48.8%
FOX Fox Corp Cl B 0.0%
Value ($000) $6 Shares 93 Est. Cost $35.67 Unrealized +63.6%
Blackstone Strategic Credit 2027 Term Fund 0.0%
Value ($000) $21 Shares 1,800 Est. Cost $9.00 Unrealized
VALQ American Century STOXX U.S. Quality Value ETF 0.0%
Value ($000) $27 Shares 411 Est. Cost $53.11 Unrealized
IYF ISHARES U S FINANCIALS ETF 0.0%
Value ($000) $39 Shares 301 Est. Cost $105.18 Unrealized
IFRA iShares Tr iShares U.S. Infrastructure ETF 0.0%
Value ($000) $126 Shares 2,388 Est. Cost $36.75 Unrealized
WINN Hbr Etf Tr/hbr Long-term Growers Etf 0.0%
Value ($000) $384 Shares 12,351 Est. Cost $27.36 Unrealized
ESLT Elbit Systems Ltd 0.0%
Value ($000) $6 Shares 10 Est. Cost $321.88 Unrealized +55.5%
TSLX Sixth Street Specialty Lending Com 0.0%
Value ($000) $13 Shares 600 Est. Cost $21.17 Unrealized +3.0%
E ENI SPA ADR 0.0%
Value ($000) $9 Shares 229 Est. Cost $27.36 Unrealized
OSEA Hbr Etf Tr/hbr Intl Compounders Etf 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $28.93 Unrealized
FULT Fulton Financial Corp PA 0.0%
Value ($000) $18 Shares 954 Est. Cost $16.58 Unrealized +9.9%
PXH Invesco Exchange FTSE RAFI ETF 0.0%
Value ($000) $44 Shares 1,711 Est. Cost $21.43 Unrealized
FTGS First Trust Exchange-traded Fund 0.0%
Value ($000) $42 Shares 1,183 Est. Cost $32.94 Unrealized
RS Reliance Steel And Aluminim CO. 0.0%
Value ($000) $24 Shares 82 Est. Cost $282.50 Unrealized -0.5%
FSTA Fid Covington T/msci Consumer Stapl 0.0%
Value ($000) $49 Shares 1,001 Est. Cost $48.01 Unrealized
SOBO South Bow Corp/sh 0.0%
Value ($000) $22 Shares 789 Est. Cost $27.19 Unrealized -0.1%
TCBI Texas Capital BancShares Inc 0.0%
Value ($000) $10 Shares 107 Est. Cost $63.77 Unrealized +37.7%
John Hancock Preferred Income Fund 0.0%
Value ($000) $9 Shares 553 Est. Cost $15.23 Unrealized
TDS Telephone & Data Systems, Inc. New 0.0%
Value ($000) $15 Shares 358 Est. Cost $13.13 Unrealized +196.7%
FIRST TRUST HY OPPORTUNITIES 2027 Term 0.0%
Value ($000) $21 Shares 1,500 Est. Cost $14.48 Unrealized
VGIT Vanguard Intmdt-Term Trs ETF 0.0%
Value ($000) $375 Shares 6,254 Est. Cost $59.72 Unrealized
AGO Assured Guaranty Limited 0.0%
Value ($000) $12 Shares 136 Est. Cost $60.54 Unrealized +42.4%
VXF Vanguard Index Funds 0.1%
Value ($000) $593 Shares 2,838 Est. Cost $117.35 Unrealized
PRFZ Invesco FTSE RAFI US 1500 Small ETF 0.0%
Value ($000) $61 Shares 1,323 Est. Cost $39.73 Unrealized
TKO Tko Grp Holding/sh Cl A 0.0%
Value ($000) $18 Shares 88 Est. Cost $123.40 Unrealized +57.0%
PNW Pinnacle West Cap Corp 0.0%
Value ($000) $90 Shares 1,019 Est. Cost $63.84 Unrealized +39.8%
EARN Ellington Residential Mortgage Reit 0.0%
Value ($000) $18 Shares 3,434 Est. Cost $6.31 Unrealized
CHH Choice Hotels International, Inc. 0.0%
Value ($000) $5 Shares 53 Est. Cost $116.33 Unrealized -18.4%
ESS Essex PPTY Tr Inc 0.0%
Value ($000) $27 Shares 103 Est. Cost $220.84 Unrealized +16.0%
NLOP Net Lease Office Properties 0.0%
Value ($000) $4 Shares 159 Est. Cost $18.48 Unrealized
DPRO Draganfly Inc/sh 0.0%
Value ($000) $3 Shares 500 Est. Cost $4.96 Unrealized +70.2%
NWSA News Corp NEW CL A 0.0%
Value ($000) $3 Shares 133 Est. Cost $20.37 Unrealized +28.8%
ACIW ACI Worldwide Inc. 0.0%
Value ($000) $6 Shares 123 Est. Cost $53.06 Unrealized -8.6%
CMRC Bigcommerce Holdings Inc 0.0%
Value ($000) $3 Shares 695 Est. Cost $8.79 Unrealized -47.5%
UVV UNVL Corp VA 0.0%
Value ($000) $10 Shares 193 Est. Cost $52.36 Unrealized +1.5%
SR Spire Inc 0.0%
Value ($000) $42 Shares 506 Est. Cost $63.24 Unrealized
ENVA Enova Intl, Inc. 0.0%
Value ($000) $2 Shares 14 Est. Cost $95.46 Unrealized +36.4%
IYC IShares Dow Jones US Consumer Svcs 0.0%
Value ($000) $36 Shares 352 Est. Cost $84.84 Unrealized
DUOL Duolingo Inc/Sh Cl A 0.0%
Value ($000) $1 Shares 4 Est. Cost $438.78 Unrealized -46.3%
NMR Nomura Holdings Inc 0.0%
Value ($000) $4 Shares 521 Est. Cost $7.13 Unrealized
TRN Trinity Industries Inc. 0.0%
Value ($000) $10 Shares 363 Est. Cost $31.13 Unrealized -13.8%
FTSL First Trust Senior Loan 0.0%
Value ($000) $491 Shares 10,694 Est. Cost $41.29 Unrealized
NETL Fundamental Income Net Lease Real Estate ETF 0.0%
Value ($000) $15 Shares 636 Est. Cost $25.71 Unrealized
GTN Gray Television 0.0%
Value ($000) $3 Shares 613 Est. Cost $15.93 Unrealized -69.3%
IBMQ Ishares Tr/ibonds Dec 2028 Term Mun 0.0%
Value ($000) $225 Shares 8,809 Est. Cost $25.20 Unrealized
LGND Ligand Pharmaceuticals Incorporated 0.0%
Value ($000) $9 Shares 48 Est. Cost $148.66 Unrealized +29.2%
SAIA Saia, Inc. 0.0%
Value ($000) $7 Shares 21 Est. Cost $271.13 Unrealized +11.5%
SWX Southwest Gas Corp 0.0%
Value ($000) $27 Shares 337 Est. Cost $72.09 Unrealized +11.1%
AROC Archrock, Inc. 0.0%
Value ($000) $51 Shares 1,949 Est. Cost $7.71 Unrealized +219.3%
Eaton Vance Tax Managed Buy Write Opps 0.0%
Value ($000) $74 Shares 5,127 Est. Cost $13.57 Unrealized
MLPB UBS Etracs Alerian MLP Intra Index ETN 0.0%
Value ($000) $46 Shares 1,800 Est. Cost $16.11 Unrealized
Wells Fargo Advantage Multi Sector Income Fun 0.0%
Value ($000) $19 Shares 2,000 Est. Cost $9.55 Unrealized
VDC Aberdeen Global Income Fund Inc. 0.0%
Value ($000) $47 Shares 224 Est. Cost $192.25 Unrealized
BPOP Popular, Inc. 0.0%
Value ($000) $28 Shares 221 Est. Cost $71.19 Unrealized +65.3%
GVI Blackrock Institutional Trust Company N.a. 0.1%
Value ($000) $677 Shares 6,309 Est. Cost $104.01 Unrealized
PRG PROG Holdings, Inc. 0.0%
Value ($000) $6 Shares 189 Est. Cost $19.07 Unrealized +55.9%
TNL Travel Leisure CO. 0.0%
Value ($000) $3 Shares 49 Est. Cost $33.34 Unrealized +95.3%
CHRD Oasis Pet Inc N/sh New 0.0%
Value ($000) $7 Shares 80 Est. Cost $92.35 Unrealized -0.4%
COLB Columbia Banking System Inc. 0.0%
Value ($000) $7 Shares 241 Est. Cost $25.32 Unrealized +6.0%
PID Invesco Exchang/intl Divid Achiever 0.0%
Value ($000) $16 Shares 713 Est. Cost $17.83 Unrealized
PWRD Tcw Etf Tr/transform Sys Etf 0.0%
Value ($000) $33 Shares 340 Est. Cost $90.17 Unrealized
CNK Cinemark Holdings Inc 0.0%
Value ($000) $3 Shares 109 Est. Cost $16.08 Unrealized +63.1%
Nuveen S&P 500 Buy Write Income Fund 0.0%
Value ($000) $29 Shares 2,000 Est. Cost $13.23 Unrealized
CLOU Global X Cloud Computing ETF 0.0%
Value ($000) $18 Shares 800 Est. Cost $16.79 Unrealized
ORA Ormat Technologies Inc 0.0%
Value ($000) $4 Shares 36 Est. Cost $90.04 Unrealized +21.4%
SUSB Ishares Tr Esg Awre 1 5 Yr 0.0%
Value ($000) $183 Shares 7,260 Est. Cost $24.08 Unrealized
JMHI J.p. Morgan Exchange-traded Fund Trust 0.0%
Value ($000) $105 Shares 2,095 Est. Cost $49.11 Unrealized
FRPT Freshpet, Inc. 0.0%
Value ($000) $5 Shares 86 Est. Cost $61.95 Unrealized -8.4%
DKNG Draftkings Inc/sh 0.0%
Value ($000) $6 Shares 169 Est. Cost $32.79 Unrealized +0.3%
THNQ Exchange Traded/robo Glb Artificial 0.0%
Value ($000) $57 Shares 900 Est. Cost $44.78 Unrealized
EAGG Ishares Tr Esg Awr US Agrgt 0.0%
Value ($000) $131 Shares 2,733 Est. Cost $48.85 Unrealized
Invesco Van Kampen Advantage Muni Income 0.0%
Value ($000) $13 Shares 1,400 Est. Cost $9.29 Unrealized
EB Eventbrite Inc/sh Cl A 0.0%
Value ($000) $1 Shares 254 Est. Cost $3.00 Unrealized +3.1%
MUSA Murphy USA, Inc. 0.0%
Value ($000) $13 Shares 32 Est. Cost $270.78 Unrealized +41.6%
BBDC Barings BDC, Inc 0.0%
Value ($000) $11 Shares 1,163 Est. Cost $6.68 Unrealized +30.0%
NWS News Corporation 0.0%
Value ($000) $3 Shares 99 Est. Cost $18.07 Unrealized +65.0%
FWONA Com Liberty Formula One Ser A 0.0%
Value ($000) $7 Shares 83 Est. Cost $56.62 Unrealized
CDE Coeur D Alene Mines Corp ID New 0.0%
Value ($000) $9 Shares 519 Est. Cost $12.24 Unrealized +42.1%
UITB Victory Portfolio/Victoryshares USAA 0.0%
Value ($000) $138 Shares 2,914 Est. Cost $47.07 Unrealized
Nuveen Municipal High Income Opportunity Fund 0.0%
Value ($000) $12 Shares 1,200 Est. Cost $10.74 Unrealized
KRC Kilroy Realty Corp 0.0%
Value ($000) $4 Shares 98 Est. Cost $23.18 Unrealized
RYLD Global X Russell 2000 Covered Call ETF 0.0%
Value ($000) $29 Shares 1,904 Est. Cost $17.08 Unrealized
QMOM Ea S Tr/Momentumshares U S 0.0%
Value ($000) $36 Shares 553 Est. Cost $64.44 Unrealized
XRMI Glb X Funds/s&p 500 Risk Managed In 0.0%
Value ($000) $44 Shares 2,472 Est. Cost $18.90 Unrealized
IMCB IShares Morningstar Mid Core 0.0%
Value ($000) $120 Shares 1,453 Est. Cost $83.05 Unrealized
FPEI First Trust Instl Pfd Securities & Income ETF 0.0%
Value ($000) $180 Shares 9,293 Est. Cost $6.33 Unrealized
BKU BankUnited, Inc. 0.0%
Value ($000) $3 Shares 72 Est. Cost $18.57 Unrealized +121.3%
SMMD iShares Russell 2500 ETF 0.0%
Value ($000) $25 Shares 331 Est. Cost $67.98 Unrealized
Nuveen Municipal Value Fund 0.0%
Value ($000) $52 Shares 5,723 Est. Cost $8.75 Unrealized
SMOG Vaneck Vectors Global Alt Energy ETF 0.0%
Value ($000) $23 Shares 178 Est. Cost $123.60 Unrealized
CGMM Cap Grp Equity /US Small & Mid Cap 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $28.39 Unrealized
GDIV Hbr Etf Tr/divid Gr Leaders Etf 0.0%
Value ($000) $16 Shares 959 Est. Cost $13.45 Unrealized
OSK OshKosh Truck Corp 0.0%
Value ($000) $14 Shares 110 Est. Cost $90.87 Unrealized +40.8%
MLPA Global X MLP ETF New 0.0%
Value ($000) $51 Shares 1,057 Est. Cost $40.72 Unrealized
FDD First Trust STOXX European Sel Div ETF 0.0%
Value ($000) $6 Shares 330 Est. Cost $16.15 Unrealized
IYK Ishares Tr Dow Jones US Consumer 0.0%
Value ($000) $20 Shares 300 Est. Cost $91.06 Unrealized
RBA Rb Global Inc 0.0%
Value ($000) $8 Shares 80 Est. Cost $100.09 Unrealized +1.5%
GTLB Gitlab Inc. 0.0%
Value ($000) $2 Shares 58 Est. Cost $45.73 Unrealized -5.3%
HIW Highwoods Properties Inc 0.0%
Value ($000) $2 Shares 73 Est. Cost $22.96 Unrealized
ECON Columbia Emerging Markets Consumer ETF 0.0%
Value ($000) $15 Shares 537 Est. Cost $22.37 Unrealized
MUST Columbia Multi-Sector Municipal Income ETF 0.0%
Value ($000) $111 Shares 5,392 Est. Cost $20.53 Unrealized
DFGX Dimensional ETF/Glb Ex US Core Fxd 0.0%
Value ($000) $17 Shares 325 Est. Cost $53.36 Unrealized
IYH IShares Dow Jones US Healthcare 0.0%
Value ($000) $4 Shares 67 Est. Cost $58.27 Unrealized
FTXO First Trust NASDAQ Bank ETF 0.0%
Value ($000) $7 Shares 196 Est. Cost $35.56 Unrealized
JEPI JP Morgan Exchange-Traded FD Equity Premium 0.0%
Value ($000) $174 Shares 3,045 Est. Cost $56.04 Unrealized
HLMN Hillman Sollutions Copr Cl A 0.0%
Value ($000) $7 Shares 807 Est. Cost $7.68 Unrealized +17.3%
SCM Stellus Capital Investment Corp 0.0%
Value ($000) $14 Shares 1,097 Est. Cost $13.85 Unrealized -11.4%
SMB VanEck Vectors AMT-Free Short Muni Index ETF 0.1%
Value ($000) $720 Shares 41,380 Est. Cost $17.09 Unrealized
MUR Murphy's Oil Corp 0.0%
Value ($000) $5 Shares 145 Est. Cost $21.77 Unrealized +36.0%
NUBD Nuveen ESG U.S. Aggregate Bond ETF 0.0%
Value ($000) $92 Shares 4,109 Est. Cost $22.47 Unrealized
LMAT LeMaitre Vascular, Inc 0.0%
Value ($000) $5 Shares 64 Est. Cost $89.00 Unrealized -3.4%
RVTY PerkinElmer Inc. 0.0%
Value ($000) $4 Shares 45 Est. Cost $90.71 Unrealized +5.8%
RGA Reinsurance Group of America Inc New 0.0%
Value ($000) $7 Shares 36 Est. Cost $208.18 Unrealized -7.1%
BBRE JPMorgan Investment Management Inc. 0.0%
Value ($000) $13 Shares 140 Est. Cost $92.11 Unrealized
Blackrock Corp High Yield Fund VI Inc 0.0%
Value ($000) $6 Shares 670 Est. Cost $8.92 Unrealized
TDC Teradata Corp. DEL 0.0%
Value ($000) $1 Shares 45 Est. Cost $39.90 Unrealized -34.4%
IYM Ishares Dow Jones Basic Sec. 0.0%
Value ($000) $11 Shares 70 Est. Cost $112.87 Unrealized
VNLA Janus Henderson Short Duration Inc ETF 0.0%
Value ($000) $130 Shares 2,637 Est. Cost $48.65 Unrealized
BFAM Bright Horizons Family Solutions, Inc. 0.0%
Value ($000) $6 Shares 55 Est. Cost $84.26 Unrealized +19.7%
PXJ Invesco Exchang/oil & Gas Svcs Etf 0.0%
Value ($000) $5 Shares 183 Est. Cost $30.67 Unrealized
IGLB iShares 10 plus Year Credit Bond Fund ETF 0.0%
Value ($000) $18 Shares 355 Est. Cost $52.36 Unrealized
LSGR Natixis Etf Tr /Loomis Sayles Focus 0.0%
Value ($000) $49 Shares 1,100 Est. Cost $43.71 Unrealized
BOTZ Global X Robotics & Artfcl Inttlgnc ETF 0.0%
Value ($000) $17 Shares 470 Est. Cost $28.36 Unrealized
VSDA VictoryShares Dividend Accelerator ETF 0.0%
Value ($000) $29 Shares 541 Est. Cost $42.35 Unrealized
WF Woori Financial Group Inc 0.0%
Value ($000) $8 Shares 141 Est. Cost $51.12 Unrealized
Rivernorth Managed Duration Muni 0.0%
Value ($000) $11 Shares 775 Est. Cost $6.54 Unrealized
WH Wyndham Hotels & Resorts, Inc. 0.0%
Value ($000) $6 Shares 85 Est. Cost $78.77 Unrealized -4.3%
MAA Mid-America Apt Cmntys 0.0%
Value ($000) $62 Shares 448 Est. Cost $144.64 Unrealized -8.0%
CRI Carter's Inc. 0.0%
Value ($000) $3 Shares 87 Est. Cost $32.61 Unrealized -4.7%
CLOI Vaneck Etf Tr/clo Etf 0.0%
Value ($000) $66 Shares 1,250 Est. Cost $52.95 Unrealized
CBU Community Financial System, Inc. 0.0%
Value ($000) $17 Shares 300 Est. Cost $57.79 Unrealized -1.1%
BlackRock MuniVest Fund II 0.0%
Value ($000) $22 Shares 2,000 Est. Cost $11.50 Unrealized
RAAX Vaneck Inflation Allocation ETF 0.0%
Value ($000) $27 Shares 763 Est. Cost $28.19 Unrealized
MMYT Makemytrip Ltd/sh 0.0%
Value ($000) $3 Shares 31 Est. Cost $103.19 Unrealized -20.5%
Calamos Convertible & High Income Fd 0.0%
Value ($000) $44 Shares 3,900 Est. Cost $11.28 Unrealized
Rvernorth Flexible Municipal Income Fund Ii 0.0%
Value ($000) $11 Shares 886 Est. Cost $0.01 Unrealized
FNCL Fid Covington T/MSCI Finls Ix Etf 0.0%
Value ($000) $19 Shares 246 Est. Cost $76.34 Unrealized
DRH Diamondrock Hospitality CO. 0.0%
Value ($000) $3 Shares 343 Est. Cost $6.34 Unrealized
RLY Ssga Active Etf/multi-asset Rl Retu 0.0%
Value ($000) $19 Shares 600 Est. Cost $27.95 Unrealized
SVC Service Properties Tr 0.0%
Value ($000) $1 Shares 392 Est. Cost $2.61 Unrealized
Eaton Vance Risk Managed Diversified Equity 0.0%
Value ($000) $18 Shares 2,000 Est. Cost $7.68 Unrealized
WBS Webster Financial 0.0%
Value ($000) $6 Shares 97 Est. Cost $47.94 Unrealized +23.8%
GATX GATX Corp. 0.0%
Value ($000) $11 Shares 65 Est. Cost $107.03 Unrealized +53.5%
AMJB Jpmorgan Chase /alerian Mlp Ix Etn 0.0%
Value ($000) $26 Shares 858 Est. Cost $28.71 Unrealized
ONC BEIGENE LTD SPONSORED ADR 0.0%
Value ($000) $3 Shares 9 Est. Cost $136.35 Unrealized
FFLC Fidelity Fundamental Large Cap Core Etf 0.0%
Value ($000) $13 Shares 245 Est. Cost $43.50 Unrealized
NYF iShares New York Muni Bond ETF 0.0%
Value ($000) $108 Shares 2,018 Est. Cost $53.39 Unrealized
MNDY Monday.com/regsh Ils 0.0%
Value ($000) $1 Shares 7 Est. Cost $278.41 Unrealized -39.5%
JTEK J.p. Morgan Exchange-traded Fund Trust 0.0%
Value ($000) $15 Shares 170 Est. Cost $84.46 Unrealized
KBR KBR, Inc. 0.0%
Value ($000) $2 Shares 45 Est. Cost $48.19 Unrealized -11.3%
CCSI Consensus Cloud Solutions Inc 0.0%
Value ($000) $1 Shares 42 Est. Cost $25.73 Unrealized -4.3%
BKH Black Hills Corporation 0.0%
Value ($000) $3 Shares 40 Est. Cost $55.26 Unrealized +20.3%
AMH American Homes 4 Rent Cl A 0.0%
Value ($000) $9 Shares 270 Est. Cost $35.07 Unrealized
HTGC Hercules Technology Growth Capital Inc 0.0%
Value ($000) $64 Shares 3,381 Est. Cost $17.23 Unrealized +4.7%
IGHG ProShares Investment Grade-Intr Rt Hdgd 0.0%
Value ($000) $41 Shares 526 Est. Cost $75.09 Unrealized
TDOC Teladoc Inc 0.0%
Value ($000) $3 Shares 416 Est. Cost $24.61 Unrealized -68.2%
CDP COPT Defense Properties 0.0%
Value ($000) $7 Shares 240 Est. Cost $26.52 Unrealized
BRSP Brightspire Capital Inc Com CL A 0.0%
Value ($000) $10 Shares 1,766 Est. Cost $0.01 Unrealized
ICLO Invesco Actively Managed Exchange-traded Fund 0.0%
Value ($000) $128 Shares 5,000 Est. Cost $25.49 Unrealized
BLES N Lights Fd Tr/inspire Glb Hope Et 0.0%
Value ($000) $17 Shares 400 Est. Cost $36.51 Unrealized
EWL Ishares Inc. MSCI Switzerland Index 0.0%
Value ($000) $4 Shares 63 Est. Cost $45.11 Unrealized
KLIC Kulicke & Soffa Industries Inc. 0.0%
Value ($000) $3 Shares 60 Est. Cost $46.58 Unrealized -9.6%
VFC V F Corp 0.0%
Value ($000) $1 Shares 79 Est. Cost $13.44 Unrealized +20.6%
AllianceBernstein Global High Income Fd, Inc 0.0%
Value ($000) $6 Shares 549 Est. Cost $9.96 Unrealized
EWX SPDR S&P Emerging Markets Small Cap 0.0%
Value ($000) $11 Shares 172 Est. Cost $56.52 Unrealized
WLK Westlake Chemical Corp. 0.0%
Value ($000) $7 Shares 90 Est. Cost $110.01 Unrealized -35.7%
SLM SLM Corp 0.0%
Value ($000) $12 Shares 450 Est. Cost $20.48 Unrealized +33.9%
TFII TFI International Inc. 0.0%
Value ($000) $2 Shares 18 Est. Cost $92.68 Unrealized +0.4%
LILA Liberty Latin America Ltd 0.0%
Value ($000) $2 Shares 300 Est. Cost $7.10 Unrealized +14.5%
PNQI Invesco NASDAQ Internet ETF 0.0%
Value ($000) $8 Shares 141 Est. Cost $38.23 Unrealized
CARZ First Trust NASDAQ Global Auto Index 0.0%
Value ($000) $4 Shares 50 Est. Cost $40.00 Unrealized
APPF AppFolio, Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $130.27 Unrealized +82.4%
VAL Valaris Ltd/sh 0.0%
Value ($000) $8 Shares 158 Est. Cost $59.42 Unrealized -9.7%
EWU Ishares MSCI United Kingdom 0.0%
Value ($000) $6 Shares 127 Est. Cost $39.68 Unrealized
MANH Manhattan Assoc Inc 0.0%
Value ($000) $1 Shares 8 Est. Cost $176.09 Unrealized +3.8%
BKHY Bny Mellon Etf /high Yield Beta Etf 0.0%
Value ($000) $19 Shares 400 Est. Cost $47.69 Unrealized
VGSH Vanguard Short Term Govt Bd Inx 0.0%
Value ($000) $121 Shares 2,067 Est. Cost $48.20 Unrealized
RLJ Lodging Trust Pfd Ser A 0.0%
Value ($000) $19 Shares 750 Est. Cost $25.07 Unrealized
HTO Sjw Corp/sh Sh 0.0%
Value ($000) $42 Shares 858 Est. Cost $67.72 Unrealized -29.2%
NMRK Newmark Group, Inc. Cl A 0.0%
Value ($000) $3 Shares 189 Est. Cost $13.24 Unrealized +32.2%
PHO Invesco Water Resources ETF 0.0%
Value ($000) $10 Shares 145 Est. Cost $58.55 Unrealized
KWR Quaker Chemical Corp. 0.0%
Value ($000) $6 Shares 44 Est. Cost $156.56 Unrealized -13.8%
QAI IQ hedge MultilQ Hedge Multi- ST 0.0%
Value ($000) $68 Shares 2,039 Est. Cost $29.11 Unrealized
SEE Sealed Air Corp. 0.0%
Value ($000) $2 Shares 40 Est. Cost $44.09 Unrealized -12.5%
NCLH Norwegian Cruise Line Holdings Ltd 0.0%
Value ($000) $2 Shares 103 Est. Cost $15.80 Unrealized +33.6%
GAA Cambria ETF Tr/Glb Asset Allocatio 0.0%
Value ($000) $8 Shares 252 Est. Cost $30.55 Unrealized
BSCT Invesco Exchange-traded Self-indexed Fund Tru 0.0%
Value ($000) $177 Shares 9,407 Est. Cost $18.69 Unrealized
RRC Range Resources 0.0%
Value ($000) $3 Shares 98 Est. Cost $30.63 Unrealized +21.6%
BCAX Bicara Therapeutics Inc. 0.0%
Value ($000) $4 Shares 225 Est. Cost $11.19 Unrealized +52.6%
CBT Cabot Corp. 0.0%
Value ($000) $2 Shares 24 Est. Cost $69.54 Unrealized -4.7%
NWBI Northwest Bancshares Inc 0.0%
Value ($000) $7 Shares 596 Est. Cost $11.05 Unrealized +7.8%
BSAC BANCO SANTANDER CHILE NEW SPONSORED ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $22.80 Unrealized
Nuveen New Jersey Quality Municipal Income Fd 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $11.89 Unrealized
ICUI ICU Medical Inc. 0.0%
Value ($000) $1 Shares 10 Est. Cost $126.70 Unrealized +5.7%
KIE MFC SPDR Ser Tr KBW Ins ETF 0.0%
Value ($000) $16 Shares 273 Est. Cost $47.91 Unrealized
IBMO Ishares Tr Ibonds December 2026 Term Muni Bd 0.0%
Value ($000) $252 Shares 9,827 Est. Cost $25.39 Unrealized
BUCK Simplify Exchange Traded Funds 0.0%
Value ($000) $37 Shares 1,550 Est. Cost $24.68 Unrealized
BJK Vaneck ETF Trust Gaming ETF 0.0%
Value ($000) $2 Shares 56 Est. Cost $35.71 Unrealized
Legg Mason BW Global Income Opportunities Fd 0.0%
Value ($000) $6 Shares 703 Est. Cost $8.53 Unrealized
USTB Victory Portfol/victoryshares Usaa 0.0%
Value ($000) $74 Shares 1,454 Est. Cost $49.87 Unrealized
TV Grupo Televisa SA 0.0%
Value ($000) $3 Shares 984 Est. Cost $2.69 Unrealized
BNDI Neos Etf Tr/neos Enhanced In Ag 0.0%
Value ($000) $205 Shares 4,305 Est. Cost $47.61 Unrealized
FTRE Fortrea Holdings Inc 0.0%
Value ($000) $0 Shares 24 Est. Cost $23.89 Unrealized -48.3%
IG Prin Exchange-t/Prin Invt Grade Cor 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $20.81 Unrealized
FMS Fresenius Medical Care AG And CO. KGAA 0.0%
Value ($000) $2 Shares 84 Est. Cost $27.63 Unrealized
W Wayfair Inc. 0.0%
Value ($000) $2 Shares 19 Est. Cost $73.26 Unrealized +31.3%
SQM Sociedad Quimica Y Minera DE Chile S A 0.0%
Value ($000) $1 Shares 8 Est. Cost $43.00 Unrealized
R Ryder Systems Inc 0.0%
Value ($000) $14 Shares 74 Est. Cost $105.63 Unrealized +70.1%
PCVX Vaxcyte Inc/sh 0.0%
Value ($000) $1 Shares 20 Est. Cost $33.13 Unrealized +35.0%
REZI Resideo Technologies, Inc. 0.0%
Value ($000) $1 Shares 25 Est. Cost $21.23 Unrealized +74.3%
GAL SPDR SSgA Global Allocation ETF 0.0%
Value ($000) $30 Shares 607 Est. Cost $39.54 Unrealized
Nuveen Municipal Income 0.0%
Value ($000) $99 Shares 10,000 Est. Cost $9.43 Unrealized
Cohen & Steers Limited Duration 0.0%
Value ($000) $8 Shares 400 Est. Cost $20.00 Unrealized
SMOT Vaneck Etf Tr/morningstar Smid Moat 0.0%
Value ($000) $60 Shares 1,659 Est. Cost $32.61 Unrealized
DK DELEK US HOLDINGS INC 0.0%
Value ($000) $2 Shares 76 Est. Cost $17.73 Unrealized +100.9%
CHE Chemed Corp. 0.0%
Value ($000) $4 Shares 10 Est. Cost $483.29 Unrealized -10.0%
WEX Wex Inc. 0.0%
Value ($000) $3 Shares 23 Est. Cost $164.89 Unrealized -8.6%
FLUT Flutter Entertainment Plc 0.0%
Value ($000) $1 Shares 5 Est. Cost $241.47 Unrealized -6.9%
WDS Woodside Energy Group Ltd 0.0%
Value ($000) $6 Shares 360 Est. Cost $8.46 Unrealized
RYAN Ryan Specialty Holdings Inc 0.0%
Value ($000) $2 Shares 41 Est. Cost $67.59 Unrealized -18.8%
THG Hanover Inc 0.0%
Value ($000) $31 Shares 168 Est. Cost $164.30 Unrealized +9.0%
NXST Nexstar Broadcasting Group Inc. 0.0%
Value ($000) $7 Shares 36 Est. Cost $150.39 Unrealized +28.2%
CNM Core & Main Inc/sh 0.0%
Value ($000) $5 Shares 102 Est. Cost $46.47 Unrealized +10.4%
DFIN Donnelley Financial Solutions 0.0%
Value ($000) $2 Shares 40 Est. Cost $48.95 Unrealized -1.2%
GTO Invesco Total Return Bond ETF 0.0%
Value ($000) $100 Shares 2,099 Est. Cost $46.45 Unrealized
CNS Cohen & Steers Inc. 0.0%
Value ($000) $4 Shares 66 Est. Cost $72.34 Unrealized -10.4%
SBRA Sabra Healthcare REIT, Inc. 0.0%
Value ($000) $12 Shares 621 Est. Cost $13.84 Unrealized
JPSE JPMorgan Div Return U.S. Small Cap Eq ETF 0.0%
Value ($000) $34 Shares 685 Est. Cost $41.51 Unrealized
DCH Amern Axle & Mfg Hldgs Inc 0.0%
Value ($000) $3 Shares 447 Est. Cost $7.52 Unrealized -17.3%
MHK Mohawk Inds Inc 0.0%
Value ($000) $1 Shares 9 Est. Cost $131.90 Unrealized -12.9%
INFL Listed Funds Tr/horizon Kinetics In 0.0%
Value ($000) $33 Shares 750 Est. Cost $41.71 Unrealized
Pinnacle Financial Partners Inc 0.0%
Value ($000) $10 Shares 107 Est. Cost $91.84 Unrealized
MDU MDU Resources Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $16.76 Unrealized +16.8%
UVSP Univest Financial Corp 0.0%
Value ($000) $2 Shares 62 Est. Cost $29.59 Unrealized +5.9%
Synovus Financial Corp New 0.0%
Value ($000) $9 Shares 173 Est. Cost $40.52 Unrealized
Eaton Vance Tax-Managed BuyWrite Income Fund 0.0%
Value ($000) $9 Shares 619 Est. Cost $13.86 Unrealized
GNMA iShares Core GNMA Bond ETF 0.0%
Value ($000) $39 Shares 875 Est. Cost $45.73 Unrealized
IEO ISHARES Trust Dow Jones U S Oil & Gas Explrtn 0.0%
Value ($000) $4 Shares 50 Est. Cost $88.60 Unrealized
PCH Potlatch Corporation 0.0%
Value ($000) $7 Shares 170 Est. Cost $19.61 Unrealized
SITE SiteOne Landscape Supply, Inc. 0.0%
Value ($000) $5 Shares 39 Est. Cost $143.23 Unrealized -11.6%
XSLV Invesco Exchange S&P Small Cap ETF 0.0%
Value ($000) $126 Shares 2,709 Est. Cost $43.60 Unrealized
SCZ iShares Trust MSCI EAFE Small Cap Index Fund 0.0%
Value ($000) $89 Shares 1,148 Est. Cost $56.76 Unrealized
ISMD N Lights Fd Tr/inspire Small Mid C 0.0%
Value ($000) $22 Shares 575 Est. Cost $35.48 Unrealized
ILOW Ab Active Etfs /intl Low Vol Equity 0.0%
Value ($000) $122 Shares 2,867 Est. Cost $42.43 Unrealized
FWRG First Watch Restaurant Group Inc 0.0%
Value ($000) $4 Shares 281 Est. Cost $17.67 Unrealized -4.6%
PRN Invesco DWA Industrials Momentum ETF 0.0%
Value ($000) $15 Shares 87 Est. Cost $172.77 Unrealized
Abrdn Glb Infra/Com Shs 0.0%
Value ($000) $3 Shares 127 Est. Cost $21.13 Unrealized
CNQ Canadian Natural Resources 0.0%
Value ($000) $3 Shares 82 Est. Cost $31.32 Unrealized +3.5%
PRFD Pimco Etf Tr/pfd & Cap Secs Acti 0.0%
Value ($000) $27 Shares 520 Est. Cost $51.67 Unrealized
BSMQ Invesco Exchange-traded Self-indexed Fund Tru 0.0%
Value ($000) $171 Shares 7,225 Est. Cost $2.89 Unrealized
WSFS WSFS Financial Corporation 0.0%
Value ($000) $6 Shares 109 Est. Cost $52.63 Unrealized +4.0%
IYJ Ishares Tr Dow Jones US Indl Sector Index Fd 0.0%
Value ($000) $18 Shares 123 Est. Cost $102.05 Unrealized
MDST Ultimus Manager/Westwood Salient En 0.0%
Value ($000) $13 Shares 492 Est. Cost $26.71 Unrealized
AAL American Airlines Group 0.0%
Value ($000) $1 Shares 34 Est. Cost $12.32 Unrealized +9.5%
FDP Fresh Del Monte Produce Inc 0.0%
Value ($000) $5 Shares 150 Est. Cost $30.89 Unrealized +15.1%
THO Thor Industries Inc. 0.0%
Value ($000) $14 Shares 132 Est. Cost $73.43 Unrealized +40.7%
ZWS Zurn Water Solutions Corp 0.0%
Value ($000) $11 Shares 245 Est. Cost $28.29 Unrealized +65.3%
FBIN Fortune Brands Home & Security, Inc. 0.0%
Value ($000) $2 Shares 39 Est. Cost $61.65 Unrealized -19.2%
VLY Valley National Bancorp 0.0%
Value ($000) $1 Shares 120 Est. Cost $9.46 Unrealized +17.3%
AFLG First Trust Exchange-traded Fund Viii 0.0%
Value ($000) $17 Shares 446 Est. Cost $38.82 Unrealized
VTC Vanguard Scotts/total Corporate Bd 0.0%
Value ($000) $14 Shares 175 Est. Cost $77.31 Unrealized
VWOB Vanguard Emerging Markets Govt Bond ETF 0.0%
Value ($000) $16 Shares 244 Est. Cost $61.50 Unrealized
WCN Waste Connections Inc 0.0%
Value ($000) $50 Shares 287 Est. Cost $179.24 Unrealized -3.6%
PGHY Invesco Global Shrt Term Hi Yld Bd ETF 0.0%
Value ($000) $29 Shares 1,441 Est. Cost $19.26 Unrealized
PR Permian Resources Corp Cl A 0.0%
Value ($000) $1 Shares 103 Est. Cost $14.50 Unrealized -7.4%
FLRT Pacer Funds Tr/Pacific Asset Fltg Rate 0.0%
Value ($000) $24 Shares 500 Est. Cost $47.09 Unrealized
PPC Pilgrims Pride Corp New 0.0%
Value ($000) $3 Shares 72 Est. Cost $50.02 Unrealized -23.1%
FNK First Trust Mid Cap Value AlphaDEX ETF 0.0%
Value ($000) $18 Shares 318 Est. Cost $40.68 Unrealized
CCS Century Cmntys Inc Com 0.0%
Value ($000) $2 Shares 31 Est. Cost $47.76 Unrealized +27.1%
RWX SPDR Index DJ Intl Real Estate ETF 0.0%
Value ($000) $18 Shares 632 Est. Cost $27.45 Unrealized
ABCB Ameris Bancorp 0.0%
Value ($000) $9 Shares 123 Est. Cost $70.01 Unrealized +6.0%
RXO Rxo Inc/sh 0.0%
Value ($000) $1 Shares 43 Est. Cost $17.74 Unrealized -16.8%
MTZ MasTec Inc. 0.0%
Value ($000) $5 Shares 25 Est. Cost $134.92 Unrealized +55.5%
SIMO Silicon Motion Technology Corporation 0.0%
Value ($000) $5 Shares 54 Est. Cost $55.28 Unrealized
FIBK FIRST INTERSTATE BANCSYSTEM INC CL A 0.0%
Value ($000) $1 Shares 41 Est. Cost $28.99 Unrealized +10.8%
IVOV Vanguard S&P Mid-Cap Value 400 0.0%
Value ($000) $45 Shares 450 Est. Cost $92.04 Unrealized
CMPR Cimpress/Shs Vtg Fpd Eur 0.01 0.0%
Value ($000) $2 Shares 30 Est. Cost $56.05 Unrealized +21.0%
JHSC John Hancock Investment Management Llc 0.0%
Value ($000) $32 Shares 758 Est. Cost $39.05 Unrealized
FLG Flagstar Financial Inc New 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.59 Unrealized +12.9%
TFSL TFS Financial Corp Com Stk 0.0%
Value ($000) $7 Shares 502 Est. Cost $10.76 Unrealized +25.7%
POWA Invesco Defensive Equity ETF 0.0%
Value ($000) $16 Shares 179 Est. Cost $61.45 Unrealized
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.0%
Value ($000) $9 Shares 209 Est. Cost $40.09 Unrealized
CSB VictoryShare Small Cap High Volatility ETF 0.0%
Value ($000) $11 Shares 189 Est. Cost $55.41 Unrealized
EWQ iShares MSCI France 0.0%
Value ($000) $4 Shares 93 Est. Cost $41.24 Unrealized
EMBC Embecta Corp 0.0%
Value ($000) $1 Shares 44 Est. Cost $27.07 Unrealized -51.8%
SEZL Sezzle Inc/Sh 0.0%
Value ($000) $0 Shares 6 Est. Cost $114.79 Unrealized -40.6%
AAXJ Ishares Trust MSCI All Country Asia 0.0%
Value ($000) $5 Shares 50 Est. Cost $72.18 Unrealized
ERIE Erie Indty Co/sh Nv 0.0%
Value ($000) $1 Shares 3 Est. Cost $367.79 Unrealized -18.9%
KBH KB Home 0.0%
Value ($000) $1 Shares 13 Est. Cost $59.88 Unrealized +2.1%
SNBR Sleep No Corp/sh Cap Sh 0.0%
Value ($000) $1 Shares 64 Est. Cost $13.38 Unrealized -52.7%
ATEC Alphatec Holdin/sh New 0.0%
Value ($000) $0 Shares 14 Est. Cost $13.92 Unrealized +33.0%
CADE Cadence Bank Com 0.0%
Value ($000) $1 Shares 17 Est. Cost $31.67 Unrealized +24.5%
Nuveen Municipal Credit Income 0.0%
Value ($000) $57 Shares 4,495 Est. Cost $11.74 Unrealized
CGON CG Oncology Inc/sh 0.0%
Value ($000) $3 Shares 71 Est. Cost $29.07 Unrealized +42.3%
SKM SK Telecom Ltd New 0.0%
Value ($000) $2 Shares 81 Est. Cost $20.82 Unrealized
LDSF First Trust Low Duration Strategic Focus ETF 0.0%
Value ($000) $47 Shares 2,448 Est. Cost $18.56 Unrealized
CAPL CrossAmerica Partners LP 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
VALE Vale SA ADR 0.0%
Value ($000) $1 Shares 40 Est. Cost $10.78 Unrealized
TXNM TXNM Energy 0.0%
Value ($000) $2 Shares 36 Est. Cost $40.49 Unrealized +42.5%
DGRS WisdomTree U.S. SmallCap Quality Div Growth 0.0%
Value ($000) $11 Shares 231 Est. Cost $46.50 Unrealized
MBC Masterbrand Inc/sh 0.0%
Value ($000) $0 Shares 39 Est. Cost $8.19 Unrealized +42.9%
IYY Blackrock Institutional Trust Company N.a. 0.0%
Value ($000) $4 Shares 25 Est. Cost $128.08 Unrealized
CGSD Cap Grp Fxd In /short Duration In E 0.0%
Value ($000) $71 Shares 2,738 Est. Cost $25.76 Unrealized
IBN Icici Bank Ltd SA 0.0%
Value ($000) $6 Shares 189 Est. Cost $31.15 Unrealized
MSM MSC Industrial Direct CO., Inc. 0.0%
Value ($000) $1 Shares 10 Est. Cost $96.19 Unrealized -9.9%
JEMA J.p. Morgan Exchange-traded Fund Trust 0.0%
Value ($000) $3 Shares 55 Est. Cost $38.25 Unrealized
HYHG ProShares High Yield-Interest Rate Hdgd 0.0%
Value ($000) $7 Shares 106 Est. Cost $35.33 Unrealized
EWG IShares MSCI Germany Index 0.0%
Value ($000) $4 Shares 88 Est. Cost $36.99 Unrealized
MMTM Spdr S Tr/S&P 1500 Momentum T 0.0%
Value ($000) $4 Shares 12 Est. Cost $285.67 Unrealized
HISF First Trust Strategic Inc ETF 0.0%
Value ($000) $43 Shares 942 Est. Cost $45.16 Unrealized
BSM Black Stone Min/ut Ltd Partn Int 0.0%
Value ($000) $7 Shares 500 Est. Cost $15.95 Unrealized
CMP Compass Minerals International Inc 0.0%
Value ($000) $3 Shares 167 Est. Cost $36.97 Unrealized -49.9%
EPAC Enerpac Tool Group Corp Cl A 0.0%
Value ($000) $1 Shares 26 Est. Cost $44.31 Unrealized -10.7%
HYEM Vaneck Vectors EM High Yield Bd ETF 0.0%
Value ($000) $9 Shares 450 Est. Cost $18.30 Unrealized
TIPX SPDR Bloomberg Barclays 1-10 Year TIPS ETF 0.0%
Value ($000) $6 Shares 338 Est. Cost $19.20 Unrealized
AHR American Healthcare Reit Inc 0.0%
Value ($000) $1 Shares 14 Est. Cost $42.00 Unrealized
BHF Brighthouse Financial Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $48.95 Unrealized +20.0%
FIVE Five Below Inc. 0.0%
Value ($000) $0 Shares 2 Est. Cost $141.49 Unrealized +14.9%
HR Healthcare Realty Trust Inc 0.0%
Value ($000) $1 Shares 62 Est. Cost $17.54 Unrealized
QRVO Qorvo, Inc. 0.0%
Value ($000) $1 Shares 10 Est. Cost $109.25 Unrealized -19.2%
IOT Samsara Inc/sh Cl A 0.0%
Value ($000) $1 Shares 34 Est. Cost $35.07 Unrealized +10.4%
PTON Peleton Interactive Inc Cl A Com 0.0%
Value ($000) $0 Shares 22 Est. Cost $7.44 Unrealized -5.4%
LRGC Ab Active ETFs /ab US Large Cap Str 0.0%
Value ($000) $6 Shares 72 Est. Cost $68.97 Unrealized
HIDV Ab Active Etfs /US High Div Etf 0.0%
Value ($000) $3 Shares 34 Est. Cost $75.62 Unrealized
VTS Vitesse Energy Inc 0.0%
Value ($000) $0 Shares 15 Est. Cost $20.86 Unrealized +2.3%
SDIV Global X Funds 0.0%
Value ($000) $28 Shares 1,166 Est. Cost $0.02 Unrealized
IBTL Ishares Tr/ibonds Dec 2031 Ter 0.0%
Value ($000) $26 Shares 1,280 Est. Cost $19.57 Unrealized
BYND Beyond Meat, Inc. 0.0%
Value ($000) $0 Shares 54 Est. Cost $31.95 Unrealized -95.6%
EWD MFC iShares Inc MSCI Sweden Index 0.0%
Value ($000) $1 Shares 28 Est. Cost $37.33 Unrealized
RIVN Rivian Automotive, Inc. 0.0%
Value ($000) $0 Shares 11 Est. Cost $13.40 Unrealized +18.5%
EWI iShares MSCI Italy Capped 0.0%
Value ($000) $1 Shares 23 Est. Cost $35.10 Unrealized
PBTP Invesco PureBeta 0-5 Yr US TIPS ETF 0.0%
Value ($000) $6 Shares 250 Est. Cost $25.96 Unrealized
LQDH iShares Interest Rate Hedged Corp Bd ETF 0.0%
Value ($000) $25 Shares 272 Est. Cost $92.16 Unrealized
GTX Garrett Motion Inc. 0.0%
Value ($000) $0 Shares 14 Est. Cost $8.35 Unrealized +90.7%
APAM Artisan Partners Asset Management Inc. 0.0%
Value ($000) $1 Shares 20 Est. Cost $31.14 Unrealized +30.7%
TCOM Trip Com Grp Lt/adr 0.0%
Value ($000) $1 Shares 16 Est. Cost $63.56 Unrealized
GRPN Groupon Inc/Sh New 0.0%
Value ($000) $0 Shares 9 Est. Cost $28.76 Unrealized -34.5%
CPLS Ab Active RTFs /core Plus Bd ETF 0.0%
Value ($000) $5 Shares 142 Est. Cost $35.61 Unrealized
SMDV Proshares Russell 2000 Div Growers 0.0%
Value ($000) $6 Shares 89 Est. Cost $62.04 Unrealized
SXI Standex International Corp. 0.0%
Value ($000) $2 Shares 9 Est. Cost $183.34 Unrealized +26.4%
DDS Dillards Inc/sh 0.0%
Value ($000) $4 Shares 6 Est. Cost $411.87 Unrealized +47.9%
PRKS Seaworld Entertainment, Inc. 0.0%
Value ($000) $0 Shares 3 Est. Cost $50.42 Unrealized -17.6%
VREX Varex Imaging Corp 0.0%
Value ($000) $1 Shares 60 Est. Cost $21.26 Unrealized -44.9%
EDEN IShares MSCI Denmark Capped ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $109.00 Unrealized
FHB First Hawaiian, Inc. 0.0%
Value ($000) $2 Shares 92 Est. Cost $24.85 Unrealized -1.5%
ILPT Industrial Logistics Properties Trust 0.0%
Value ($000) $1 Shares 146 Est. Cost $13.70 Unrealized
CRL Charles River Lab Intl Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $158.82 Unrealized +14.2%
BBAX JP Morgan BetaBuilders Dev Asia Japan ETF 0.0%
Value ($000) $60 Shares 1,059 Est. Cost $41.64 Unrealized
SLNO Soleno Therapeutics Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $74.14 Unrealized -26.0%
GMAB Genmab A/S Spon ADR 0.0%
Value ($000) $10 Shares 323 Est. Cost $30.62 Unrealized
PHG Koninklijke Philips Electronics NV ADR 0.0%
Value ($000) $6 Shares 230 Est. Cost $22.57 Unrealized
CPRI Capri Holdings LTD 0.0%
Value ($000) $0 Shares 9 Est. Cost $20.05 Unrealized +15.3%
PEJ Invesco Dynamic Leisure & Entmnt ETF 0.0%
Value ($000) $3 Shares 55 Est. Cost $36.63 Unrealized
DGS Wisdomtree Tr Emerging Markets Small 0.0%
Value ($000) $17 Shares 292 Est. Cost $51.44 Unrealized
FUMB First Trust Exchange-traded Fund Iii 0.0%
Value ($000) $20 Shares 1,011 Est. Cost $19.97 Unrealized
VOYA Voya Inc 0.0%
Value ($000) $9 Shares 125 Est. Cost $64.93 Unrealized +11.7%
MFA Mfa Finl Inc Com New 0.0%
Value ($000) $3 Shares 312 Est. Cost $7.00 Unrealized
Qiagen N.v./sh Vtg Fpd 0.0%
Value ($000) $6 Shares 128 Est. Cost $40.15 Unrealized
TS Tenaris S A/s Adr 0.0%
Value ($000) $1 Shares 13 Est. Cost $37.00 Unrealized
ATMU Atmus Filtration Technologies Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $41.84 Unrealized +15.5%
DJT Trump Media & Technology Group Corp. 0.0%
Value ($000) $0 Shares 11 Est. Cost $29.46 Unrealized -53.7%
AVA Avista Corp. 0.0%
Value ($000) $2 Shares 46 Est. Cost $31.06 Unrealized +24.8%
BC Brunswick Corp. 0.0%
Value ($000) $0 Shares 3 Est. Cost $61.42 Unrealized +9.9%
BCRX Biocryst Pharmaceuticals Inc. 0.0%
Value ($000) $1 Shares 159 Est. Cost $8.07 Unrealized -10.4%
AllianceBernstein National Mun Inc 0.0%
Value ($000) $12 Shares 1,100 Est. Cost $10.99 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $59.71 Unrealized +2.2%
EWN iShares MSCI Netherlands 0.0%
Value ($000) $2 Shares 32 Est. Cost $58.00 Unrealized
REM Ishares Mortgage Real Estate Capped 0.0%
Value ($000) $3 Shares 150 Est. Cost $23.60 Unrealized
AMC Amc Entertainment Holdings Inc 0.0%
Value ($000) $0 Shares 23 Est. Cost $29.64 Unrealized -92.0%
CLIP Glb X Funds/Glb X 1-3 Month T-bills 0.0%
Value ($000) $10 Shares 99 Est. Cost $100.42 Unrealized
WKC World Fuel Services Corp 0.0%
Value ($000) $0 Shares 12 Est. Cost $26.94 Unrealized -8.5%
SXT Sensient Technologies Corp Com 0.0%
Value ($000) $28 Shares 294 Est. Cost $89.43 Unrealized +5.5%
GNW Genworth Financial Inc. 0.0%
Value ($000) $2 Shares 224 Est. Cost $4.08 Unrealized +113.5%
IDU IShares Tr Dow Jones US Utils Sector Index Fd 0.0%
Value ($000) $1 Shares 11 Est. Cost $96.18 Unrealized
LEA Lear Corp New 0.0%
Value ($000) $0 Shares 2 Est. Cost $97.88 Unrealized +8.6%
LIVN Livanova PLC 0.0%
Value ($000) $0 Shares 3 Est. Cost $50.34 Unrealized +13.5%
CGC Canopy Growth Corporation 0.0%
Value ($000) $0 Shares 87 Est. Cost $5.96 Unrealized -78.4%
LBTYA Liberty Global Ltd 0.0%
Value ($000) $1 Shares 90 Est. Cost $8.35 Unrealized +32.6%
ONB Old Natl Bancorp Ind 0.0%
Value ($000) $2 Shares 78 Est. Cost $22.50 Unrealized -4.2%
SNDL Sndl Inc/sh New 0.0%
Value ($000) $0 Shares 26 Est. Cost $2.38 Unrealized -15.6%
TUA Simplify Exchan/short Term Treas F 0.0%
Value ($000) $18 Shares 820 Est. Cost $21.97 Unrealized
CCK Crown Holdings Inc. 0.0%
Value ($000) $0 Shares 4 Est. Cost $99.95 Unrealized -2.6%
CRK Comstock Resources, Inc. 0.0%
Value ($000) $0 Shares 8 Est. Cost $18.50 Unrealized +19.1%
ONL Orion Office REIT Inc Com 0.0%
Value ($000) $0 Shares 60 Est. Cost $0.01 Unrealized
SHAK Shake Shack, Inc. 0.0%
Value ($000) $0 Shares 2 Est. Cost $114.90 Unrealized -23.3%
TFX Teleflex Inc. 0.0%
Value ($000) $9 Shares 72 Est. Cost $144.76 Unrealized -16.4%
LNN Lindsay Corporation 0.0%
Value ($000) $0 Shares 1 Est. Cost $138.12 Unrealized -13.2%
IBTI Ishares Tr/ibonds Dec 2028 Ter 0.0%
Value ($000) $26 Shares 1,162 Est. Cost $22.08 Unrealized
JHMB John Hancock Exchange-traded Fund Trust 0.0%
Value ($000) $16 Shares 700 Est. Cost $21.49 Unrealized
FDIS Fid Covington T/MSCI Consumer Discr 0.0%
Value ($000) $4 Shares 40 Est. Cost $83.12 Unrealized
CFR Cullen Frost Bankers Inc 0.0%
Value ($000) $19 Shares 150 Est. Cost $116.45 Unrealized +7.2%
CVY Invesco Zacks Multi Asset Inc. ETF 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $21.00 Unrealized
FHI Fedt Investors Inc. Cl B 0.0%
Value ($000) $8 Shares 145 Est. Cost $40.19 Unrealized +25.2%
HTRB Hartford Total Return Bond ETF 0.0%
Value ($000) $5 Shares 140 Est. Cost $33.69 Unrealized
BlackRock MuniHoldings Fund 0.0%
Value ($000) $23 Shares 2,000 Est. Cost $12.50 Unrealized
UNFI United Natural Foods Inc. 0.0%
Value ($000) $0 Shares 5 Est. Cost $27.42 Unrealized +35.6%
GBX The Greenbrier Companies, Inc. 0.0%
Value ($000) $1 Shares 32 Est. Cost $53.05 Unrealized -16.3%
RDN Radian Group 0.0%
Value ($000) $3 Shares 75 Est. Cost $32.85 Unrealized +5.8%
MASI Masimo Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $151.39 Unrealized -5.4%
CZR Caesars Entertainment Inc New Com 0.0%
Value ($000) $0 Shares 5 Est. Cost $27.18 Unrealized -17.3%
FLJP Franklin FTSE Japan ETF 0.0%
Value ($000) $6 Shares 168 Est. Cost $29.01 Unrealized
CLW Clearwater Paper Corp. 0.0%
Value ($000) $0 Shares 5 Est. Cost $24.16 Unrealized -23.7%
CAKE Cheesecake Factory Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $60.75 Unrealized -17.7%
BSCW Invesco Exchange-traded Self-indexed Fund 0.0%
Value ($000) $72 Shares 3,438 Est. Cost $20.37 Unrealized
BROS Dutch Bros Inc/Sh Cl A 0.0%
Value ($000) $0 Shares 2 Est. Cost $63.23 Unrealized -10.1%
SAM Boston Beer CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $212.75 Unrealized -3.1%
OVV OVINTIV INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $45.61 Unrealized -15.0%
GXO GXO Logistics, Inc. Common Stoc 0.0%
Value ($000) $3 Shares 55 Est. Cost $43.28 Unrealized +21.4%
EE Excelerate Ener/Sh Cl A 0.0%
Value ($000) $0 Shares 5 Est. Cost $24.85 Unrealized +8.7%
CSHI Neos Etf Tr/neos Enhanced In 1-3 0.0%
Value ($000) $99 Shares 2,000 Est. Cost $49.63 Unrealized
PLNT Planet Fitness, Inc. 0.0%
Value ($000) $0 Shares 3 Est. Cost $106.30 Unrealized -3.2%
EWH IShares MSCI Hong Kong Index Fund 0.0%
Value ($000) $1 Shares 45 Est. Cost $21.56 Unrealized
GVA Granite Construction Inc. 0.0%
Value ($000) $0 Shares 2 Est. Cost $102.74 Unrealized +4.6%
IPI Intrepid Potash/Sh 0.0%
Value ($000) $0 Shares 4 Est. Cost $31.47 Unrealized -14.6%
NVST Envista Holdings Corp 0.0%
Value ($000) $0 Shares 8 Est. Cost $20.54 Unrealized -0.1%
JBTM John Bean Technologies Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $136.51 Unrealized +3.2%
AR Antero Resources Corp 0.0%
Value ($000) $0 Shares 11 Est. Cost $33.33 Unrealized +1.6%
SPBC Simplify Exchan/simplify Us Equity 0.0%
Value ($000) $14 Shares 303 Est. Cost $36.35 Unrealized
ASIX AdvanSix Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $38.75 Unrealized -55.2%
AOK iShares Core Conservative Allocation 0.0%
Value ($000) $12 Shares 300 Est. Cost $39.07 Unrealized
CMBS iShares CMBS 0.0%
Value ($000) $42 Shares 848 Est. Cost $48.35 Unrealized
ASB Associated Banc Corp 0.0%
Value ($000) $5 Shares 178 Est. Cost $17.26 Unrealized +48.2%
CHEF Chefs` Warehouse Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $63.73 Unrealized -5.6%
BATRK Atlanta Braves Holdings Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $37.85 Unrealized +4.4%
PRCT Procept Biorobotics Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $45.66 Unrealized -27.4%
TTC Toro Company 0.0%
Value ($000) $0 Shares 3 Est. Cost $90.34 Unrealized -18.2%
GLIBA Gci Liberty Inc/sh 0.0%
Value ($000) $0 Shares 11 Est. Cost $35.52 Unrealized -1.2%
TDV ProShares S&P Technology Div Aristocrats ETF 0.0%
Value ($000) $7 Shares 80 Est. Cost $66.06 Unrealized
Frontier Communications Parent, Inc. 0.0%
Value ($000) $0 Shares 8 Est. Cost $37.38 Unrealized
COLM Columbia Sportswear Company 0.0%
Value ($000) $0 Shares 2 Est. Cost $55.71 Unrealized -4.4%
FUL HB Fuller CO 0.0%
Value ($000) $1 Shares 23 Est. Cost $59.03 Unrealized -0.9%
SHYD Vaneck Etf Tr/short High-yield Mu 0.0%
Value ($000) $10 Shares 416 Est. Cost $22.59 Unrealized
EWT IShares MSCI Taiwan 0.0%
Value ($000) $3 Shares 53 Est. Cost $48.43 Unrealized
ECG Everus Construction Group 0.0%
Value ($000) $2 Shares 25 Est. Cost $53.82 Unrealized +66.2%
FSMD Fid Covington T/small-mid Factor Et 0.0%
Value ($000) $2 Shares 42 Est. Cost $41.17 Unrealized
JHX Jms Hd Ind/shs Vtg Fpd 0.59000 Gbp 0.0%
Value ($000) $0 Shares 3 Est. Cost $23.95 Unrealized -16.3%
Liberty All-Star Equity Fund CO 0.0%
Value ($000) $0 Shares 66 Est. Cost $6.55 Unrealized
RMR RMR Group, Inc. CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $21.11 Unrealized -30.5%
NGVT Ingevity Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $45.11 Unrealized +20.3%
SLAB Silicon Laboratories Inc. 0.0%
Value ($000) $1 Shares 8 Est. Cost $139.01 Unrealized -5.4%
EBND SPDR Barclays Emerging Mkts Lcl Bd ETF 0.0%
Value ($000) $5 Shares 229 Est. Cost $20.14 Unrealized
LOWV Ab Active Etfs /US Low Volatility E 0.0%
Value ($000) $1 Shares 11 Est. Cost $78.64 Unrealized
EPRT Essential Properties Realty Trust Inc 0.0%
Value ($000) $1 Shares 30 Est. Cost $29.77 Unrealized
AL Air Lease Corporation Class A C 0.0%
Value ($000) $0 Shares 3 Est. Cost $46.30 Unrealized +37.6%
GLIBK Gci Liberty Inc/sh 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.27 Unrealized -0.5%
IMTB Blackrock Institutional Trust Company N.a. 0.0%
Value ($000) $15 Shares 345 Est. Cost $44.32 Unrealized
KGS Kodiak Gas Services Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $33.73 Unrealized +4.8%
UAA Under Armor Inc. 0.0%
Value ($000) $0 Shares 22 Est. Cost $5.83 Unrealized -20.5%
IYE Ishares Tr Dow Jones US Energy Sector Index 0.0%
Value ($000) $1 Shares 20 Est. Cost $45.57 Unrealized
PEB Pebblebrook Hotel Trust 0.0%
Value ($000) $0 Shares 14 Est. Cost $16.67 Unrealized
ECFT Corona, LLC 0.0%
Value ($000) $238 Shares 4 Est. Cost $59550.00 Unrealized
PIONEER MUNICIPAL XXX SUBMITTED FOR ESCROW HI 0.0%
Value ($000) $0 Shares 765 Est. Cost Unrealized
Class Action Pending Wells Fargo & Co 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
KNGZ First Tr Exchange-Traded Fd Vi US Eqty Divi 0.0%
Value ($000) $55 Shares 1,530 Est. Cost $33.62 Unrealized
Central Park Group WP Private Equity XI, LLC 0.0%
Value ($000) $76 Shares 231,274 Est. Cost $0.33 Unrealized
Class Action Pedning Bank of New York Mellon 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
ESAB Esab Corp/sh 0.0%
Value ($000) $1 Shares 10 Est. Cost $41.41 Unrealized +176.1%
Class Action Pending JPMorgan 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
Watkins Associated Industries, Inc. 0.4%
Value ($000) $4,212 Shares 20,550 Est. Cost $204.96 Unrealized
HCI Hci Grp Inc/Sh 0.0%
Value ($000) $0 Shares 1 Est. Cost $158.36 Unrealized +18.9%
BSCY Invesco Exchange-Traded Self-Indexed Fund Tru 0.0%
Value ($000) $25 Shares 1,178 Est. Cost $21.02 Unrealized
Class Actio Pending Boeing Co Fair Fund 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
Class Action Pending JPMorgan Chase 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
Invesco Van Kampen Municipal Trust 0.0%
Value ($000) $24 Shares 2,536 Est. Cost $9.65 Unrealized
BLUEPRINT MEDICINES CORP CONTINGENT VALUE R 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
Winola Properties, LLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized
Silver Star Properties REIT 0.0%
Value ($000) $6 Shares 6,192 Est. Cost $1.00 Unrealized
MBND Ssga Active Tr/SPDR Nuveen Mun Bd E 0.0%
Value ($000) $7 Shares 250 Est. Cost $27.08 Unrealized