Baird Financial Group, Inc. Diversified Active

CIK: 0001648711 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 13, 2026

Total Value ($000): $64,152,070 (100.0% shares, 0.0% debt)

Holdings (1,786)

New Positions (84)

SMTI SANARA MEDTECH INC COM 0.0%
Value ($000) $17,753 Shares 760,293 Est. Cost $25.82 Unrealized 0.0%
Q QNITY ELECTRONICS INC COMMON STOCK 0.0%
Value ($000) $10,192 Shares 124,827 Est. Cost $84.91 Unrealized 0.0%
BSCX INVESCO EXCH TRD SLF IDX FD INVESCO BULLETSH 0.0%
Value ($000) $10,005 Shares 466,238 Est. Cost $21.46 Unrealized
TBIL RBB FD INC US TREAS 3 MNTH 0.0%
Value ($000) $9,478 Shares 190,010 Est. Cost $49.88 Unrealized
RDDT REDDIT INC CL A 0.0%
Value ($000) $9,292 Shares 40,425 Est. Cost $210.30 Unrealized 0.0%
SPHR SPHERE ENTERTAINMENT CO CL A 0.0%
Value ($000) $9,059 Shares 95,278 Est. Cost $76.20 Unrealized 0.0%
WRBY WARBY PARKER INC CL A COM 0.0%
Value ($000) $7,947 Shares 364,724 Est. Cost $21.76 Unrealized 0.0%
GIII G III APPAREL GROUP LTD COM 0.0%
Value ($000) $6,654 Shares 229,752 Est. Cost $28.49 Unrealized 0.0%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $6,047 Shares 3,069,719 Est. Cost $2.61 Unrealized 0.0%
NWN NORTHWEST NAT HLDG CO COM 0.0%
Value ($000) $5,739 Shares 122,781 Est. Cost $46.64 Unrealized 0.0%
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $4,817 Shares 369,699 Est. Cost $13.03 Unrealized
UL UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $4,580 Shares 70,027 Est. Cost $65.40 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES 0.0%
Value ($000) $4,145 Shares 28,804 Est. Cost $153.78 Unrealized 0.0%
IBTK ISHARES TR IBOND DEC 2030 0.0%
Value ($000) $3,904 Shares 196,727 Est. Cost $19.84 Unrealized
VOLT TEMA ETF TRUST ELECTRIFICATION 0.0%
Value ($000) $3,804 Shares 131,528 Est. Cost $28.93 Unrealized
DINO HF SINCLAIR CORP COM 0.0%
Value ($000) $3,187 Shares 69,170 Est. Cost $51.29 Unrealized 0.0%
ARRY ARRAY TECHNOLOGIES INC COM SHS 0.0%
Value ($000) $3,050 Shares 330,772 Est. Cost $8.58 Unrealized 0.0%
GH GUARDANT HEALTH INC COM 0.0%
Value ($000) $2,709 Shares 26,518 Est. Cost $89.46 Unrealized 0.0%
GRAL GRAIL INC COM 0.0%
Value ($000) $2,660 Shares 31,074 Est. Cost $86.40 Unrealized 0.0%
SHLS SHOALS TECHNOLOGIES GROUP IN CL A 0.0%
Value ($000) $2,455 Shares 288,840 Est. Cost $8.98 Unrealized 0.0%
TTE TOTALENERGIES SE ACT 0.0%
Value ($000) $2,406 Shares 36,773 Est. Cost $63.23 Unrealized 0.0%
ALM ALMONTY INDS INC COM NEW 0.0%
Value ($000) $2,157 Shares 244,814 Est. Cost $7.35 Unrealized 0.0%
DYN DYNE THERAPEUTICS INC COM 0.0%
Value ($000) $2,021 Shares 103,334 Est. Cost $18.94 Unrealized 0.0%
XPEL XPEL INC COM 0.0%
Value ($000) $1,925 Shares 38,568 Est. Cost $41.80 Unrealized 0.0%
USAR USA RARE EARTH INC COM 0.0%
Value ($000) $1,765 Shares 148,354 Est. Cost $19.05 Unrealized 0.0%
ALV AUTOLIV INC COM 0.0%
Value ($000) $1,576 Shares 13,277 Est. Cost $119.41 Unrealized 0.0%
SCYB SCHWAB STRATEGIC TR HIGH YIELD BD ET 0.0%
Value ($000) $1,522 Shares 57,619 Est. Cost $26.42 Unrealized
BLD TOPBUILD CORP COM 0.0%
Value ($000) $1,310 Shares 3,139 Est. Cost $428.74 Unrealized 0.0%
SOLS SOLSTICE ADVANCED MATLS INC COM SHS 0.0%
Value ($000) $1,251 Shares 25,746 Est. Cost $47.08 Unrealized 0.0%
TTI TETRA TECHNOLOGIES INC DEL COM 0.0%
Value ($000) $1,235 Shares 131,824 Est. Cost $7.72 Unrealized 0.0%
NWSA NEWS CORP NEW CL A 0.0%
Value ($000) $1,209 Shares 46,289 Est. Cost $26.23 Unrealized 0.0%
EATON VANCE FLTING RATE INC COM 0.0%
Value ($000) $1,207 Shares 106,908 Est. Cost $11.29 Unrealized
LBRT LIBERTY ENERGY INC COM CL A 0.0%
Value ($000) $1,121 Shares 60,711 Est. Cost $16.71 Unrealized 0.0%
CVNA CARVANA CO CL A 0.0%
Value ($000) $916 Shares 2,171 Est. Cost $371.73 Unrealized 0.0%
ATII ARCHIMEDES TECH SPAC PARTNER ORD SHS 0.0%
Value ($000) $813 Shares 78,500 Est. Cost $10.35 Unrealized 0.0%
NPAC NEW PROVIDENCE ACQUISITION C USD CL A ORD SHS 0.0%
Value ($000) $808 Shares 78,780 Est. Cost $10.26 Unrealized 0.0%
SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 0.0%
Value ($000) $733 Shares 10,652 Est. Cost $68.80 Unrealized
STRATEGY INC SERIES A PERP PF 0.0%
Value ($000) $732 Shares 9,300 Est. Cost $78.76 Unrealized
BPRE BLUEROCK PVT REAL ESTATE FD COM 0.0%
Value ($000) $680 Shares 45,319 Est. Cost $15.00 Unrealized
AVLV AMERICAN CENTY ETF TR US LARGE CAP VLU 0.0%
Value ($000) $625 Shares 8,248 Est. Cost $75.77 Unrealized
AKRE PROFESIONALLY MANAGED PORTFO AKRE FOCUS ETF 0.0%
Value ($000) $616 Shares 9,404 Est. Cost $65.51 Unrealized
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value ($000) $604 Shares 3,038 Est. Cost $202.09 Unrealized 0.0%
HHH HOWARD HUGHES HOLDINGS INC COM 0.0%
Value ($000) $598 Shares 7,499 Est. Cost $82.83 Unrealized 0.0%
RYN RAYONIER INC COM 0.0%
Value ($000) $579 Shares 26,765 Est. Cost $21.65 Unrealized
AHR AMERICAN HEALTHCARE REIT INC COM SHS 0.0%
Value ($000) $542 Shares 11,527 Est. Cost $47.06 Unrealized
XRT SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $538 Shares 6,308 Est. Cost $85.29 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $515 Shares 4,916 Est. Cost $96.82 Unrealized 0.0%
XBFZX BLACKROCK CALIF MUN INCOME T SH BEN INT 0.0%
Value ($000) $512 Shares 47,662 Est. Cost $10.74 Unrealized
DIVO AMPLIFY ETF TR CWP ENHANCED DIV 0.0%
Value ($000) $493 Shares 11,071 Est. Cost $44.50 Unrealized
HEDG SERIES PORTFOLIOS TR EQUABLE SHARES H 0.0%
Value ($000) $473 Shares 16,111 Est. Cost $29.33 Unrealized
CMF ISHARES TR CALIF MUN BD ETF 0.0%
Value ($000) $448 Shares 7,792 Est. Cost $57.46 Unrealized
VIK VIKING HOLDINGS LTD ORD SHS 0.0%
Value ($000) $434 Shares 6,072 Est. Cost $63.81 Unrealized 0.0%
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $410 Shares 4,862 Est. Cost $86.76 Unrealized 0.0%
VTES VANGUARD WELLINGTON FD SHORT TRM TAX EX 0.0%
Value ($000) $397 Shares 3,909 Est. Cost $101.58 Unrealized
BCPC BALCHEM CORP COM 0.0%
Value ($000) $391 Shares 2,552 Est. Cost $151.78 Unrealized 0.0%
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $367 Shares 1,860 Est. Cost $211.53 Unrealized 0.0%
MKSI MKS INC. COM 0.0%
Value ($000) $352 Shares 2,203 Est. Cost $148.21 Unrealized 0.0%
SYSB ISHARES TR SYSTEMATIC BD ET 0.0%
Value ($000) $344 Shares 3,830 Est. Cost $89.76 Unrealized
EMMF WISDOMTREE TR EMGRING MKTS 0.0%
Value ($000) $338 Shares 10,706 Est. Cost $31.54 Unrealized
PAHC PHIBRO ANIMAL HEALTH CORP CL A COM 0.0%
Value ($000) $334 Shares 8,946 Est. Cost $40.62 Unrealized 0.0%
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $321 Shares 4,345 Est. Cost $70.70 Unrealized 0.0%
RGA REINSURANCE GRP OF AMERICA I COM NEW 0.0%
Value ($000) $306 Shares 1,506 Est. Cost $193.39 Unrealized 0.0%
KRC KILROY RLTY CORP COM 0.0%
Value ($000) $294 Shares 7,874 Est. Cost $37.37 Unrealized
INVESCO SR INCOME TR COM 0.0%
Value ($000) $271 Shares 82,903 Est. Cost $3.27 Unrealized
BC BRUNSWICK CORP COM 0.0%
Value ($000) $265 Shares 3,575 Est. Cost $67.52 Unrealized 0.0%
RAL RALLIANT CORP COM 0.0%
Value ($000) $265 Shares 5,213 Est. Cost $46.87 Unrealized 0.0%
AVDV AMERICAN CENTY ETF TR INTL SMCP VLU 0.0%
Value ($000) $249 Shares 2,651 Est. Cost $93.97 Unrealized
EATON VANCE MUN INCOME 2028 SHS 0.0%
Value ($000) $236 Shares 12,600 Est. Cost $18.70 Unrealized
AGI ALAMOS GOLD INC NEW COM CL A 0.0%
Value ($000) $233 Shares 6,027 Est. Cost $34.84 Unrealized 0.0%
TPR TAPESTRY INC COM 0.0%
Value ($000) $226 Shares 1,765 Est. Cost $114.03 Unrealized 0.0%
PXF INVESCO EXCH TRADED FD TR II RAFI DVLPD MRKTS 0.0%
Value ($000) $220 Shares 3,357 Est. Cost $65.55 Unrealized
NLR VANECK ETF TRUST URANIUM AND NUCL 0.0%
Value ($000) $218 Shares 1,753 Est. Cost $124.20 Unrealized
TSLX SIXTH STREET SPECIALTY LENDI COM 0.0%
Value ($000) $215 Shares 9,885 Est. Cost $21.81 Unrealized 0.0%
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $213 Shares 3,606 Est. Cost $56.28 Unrealized 0.0%
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $212 Shares 1,594 Est. Cost $147.17 Unrealized 0.0%
SPAB SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $212 Shares 8,217 Est. Cost $25.75 Unrealized
MCRI MONARCH CASINO RESORT INC COM 0.0%
Value ($000) $211 Shares 2,207 Est. Cost $96.18 Unrealized 0.0%
CDRE CADRE HLDGS INC COM 0.0%
Value ($000) $207 Shares 5,080 Est. Cost $41.45 Unrealized 0.0%
EQNR EQUINOR ASA SPONSORED ADR 0.0%
Value ($000) $205 Shares 8,671 Est. Cost $23.63 Unrealized
TORTOISE ENERGY INFRA CORP COM 0.0%
Value ($000) $201 Shares 4,920 Est. Cost $40.90 Unrealized
DOUBLELINE OPPORTUNISTIC CR COM 0.0%
Value ($000) $195 Shares 12,800 Est. Cost $15.25 Unrealized
NUVEEN DOW 30 DYNMC OVERWRT SHS 0.0%
Value ($000) $167 Shares 10,930 Est. Cost $15.26 Unrealized
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $164 Shares 200,025 Est. Cost $1.39 Unrealized 0.0%
ARLO ARLO TECHNOLOGIES INC COM 0.0%
Value ($000) $151 Shares 10,823 Est. Cost $15.74 Unrealized 0.0%

Increased Positions (699)

AAPL APPLE INC COM 4.2%
Value ($000) $2,684,677 (+8.2%) Shares 9,875,218 (+1.4%) Est. Cost $101.23 Unrealized +165.1%
WFC WELLS FARGO CO NEW COM 0.8%
Value ($000) $517,903 (+51.7%) Shares 5,556,902 (+36.4%) Est. Cost $56.42 Unrealized +53.5%
HD HOME DEPOT INC COM 1.5%
Value ($000) $966,456 (-13.9%) Shares 2,808,649 (+1.4%) Est. Cost $226.29 Unrealized +61.1%
MSFT MICROSOFT CORP COM 4.3%
Value ($000) $2,734,258 (-5.3%) Shares 5,653,730 (+1.5%) Est. Cost $141.11 Unrealized +254.7%
VEA VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 2.0%
Value ($000) $1,256,527 (+13.3%) Shares 20,114,092 (+8.7%) Est. Cost $41.17 Unrealized
PH PARKER-HANNIFIN CORP COM 1.3%
Value ($000) $847,618 (+19.9%) Shares 964,341 (+3.5%) Est. Cost $389.28 Unrealized +110.1%
VGSH VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 0.8%
Value ($000) $526,140 (+33.5%) Shares 8,958,632 (+33.8%) Est. Cost $52.44 Unrealized
VCIT VANGUARD SCOTTSDALE FDS INT-TERM CORP 0.8%
Value ($000) $498,986 (+32.2%) Shares 5,958,038 (+32.8%) Est. Cost $73.71 Unrealized
FAST FASTENAL CO COM 0.9%
Value ($000) $595,532 (-16.7%) Shares 14,840,071 (+1.8%) Est. Cost $28.35 Unrealized +48.3%
IVV ISHARES TR CORE SP500 ETF 1.0%
Value ($000) $646,395 (+21.0%) Shares 943,724 (+18.2%) Est. Cost $446.09 Unrealized
JNJ JOHNSON JOHNSON COM 1.4%
Value ($000) $904,409 (+14.0%) Shares 4,370,180 (+2.2%) Est. Cost $124.60 Unrealized +58.1%
LLY ELI LILLY CO COM 0.5%
Value ($000) $296,713 (+51.3%) Shares 276,094 (+7.5%) Est. Cost $325.06 Unrealized +194.0%
META META PLATFORMS INC CL A 1.6%
Value ($000) $1,054,714 (-8.6%) Shares 1,597,833 (+1.6%) Est. Cost $392.40 Unrealized +70.1%
ORLY OREILLY AUTOMOTIVE INC COM 0.9%
Value ($000) $600,740 (-13.4%) Shares 6,586,338 (+2.4%) Est. Cost $88.51 Unrealized +10.4%
JPM JPMORGAN CHASE CO. COM 3.3%
Value ($000) $2,118,971 (+4.4%) Shares 6,576,161 (+2.2%) Est. Cost $117.46 Unrealized +163.5%
IWD ISHARES TR RUS 1000 VAL ETF 1.9%
Value ($000) $1,230,203 (+7.5%) Shares 5,848,639 (+4.1%) Est. Cost $145.93 Unrealized
AMZN AMAZON COM INC COM 1.5%
Value ($000) $990,395 (+8.5%) Shares 4,290,765 (+3.2%) Est. Cost $160.01 Unrealized +43.0%
DHR DANAHER CORPORATION COM 0.7%
Value ($000) $465,356 (+19.7%) Shares 2,032,830 (+3.7%) Est. Cost $198.93 Unrealized +10.4%
GE GE AEROSPACE COM NEW 1.7%
Value ($000) $1,097,879 (+7.0%) Shares 3,564,193 (+4.5%) Est. Cost $113.74 Unrealized +164.5%
EXPD EXPEDITORS INTL WASH INC COM 0.5%
Value ($000) $310,799 (+25.9%) Shares 2,085,758 (+3.5%) Est. Cost $88.05 Unrealized +54.0%
SCHW SCHWAB CHARLES CORP COM 1.2%
Value ($000) $796,850 (+8.6%) Shares 7,975,675 (+3.8%) Est. Cost $59.14 Unrealized +60.2%
TJX TJX COS INC NEW COM 1.0%
Value ($000) $636,227 (+9.4%) Shares 4,141,829 (+2.9%) Est. Cost $68.29 Unrealized +116.3%
BIV VANGUARD BD INDEX FDS INTERMED TERM 0.6%
Value ($000) $371,859 (+16.8%) Shares 4,774,764 (+17.1%) Est. Cost $79.85 Unrealized
IJR ISHARES TR CORE SP SCP ETF 1.1%
Value ($000) $737,175 (+7.5%) Shares 6,133,925 (+6.3%) Est. Cost $101.46 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 0.2%
Value ($000) $133,312 (+57.9%) Shares 928,873 (+55.1%) Est. Cost $113.67 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.0%
Value ($000) $1,306,751 (+3.7%) Shares 2,599,722 (+3.7%) Est. Cost $247.72 Unrealized +100.8%
VOO VANGUARD INDEX FDS SP 500 ETF SHS 0.9%
Value ($000) $550,451 (+9.2%) Shares 877,730 (+6.6%) Est. Cost $317.37 Unrealized
TEL TE CONNECTIVITY PLC ORD SHS 1.1%
Value ($000) $676,835 (+7.3%) Shares 2,974,966 (+3.6%) Est. Cost $151.99 Unrealized +52.2%
PGR PROGRESSIVE CORP COM 1.4%
Value ($000) $882,968 (-4.6%) Shares 3,877,430 (+3.4%) Est. Cost $107.63 Unrealized +97.3%
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $84,698 (+97.6%) Shares 296,759 (+15.8%) Est. Cost $99.10 Unrealized +131.4%
ORCL ORACLE CORP COM 0.1%
Value ($000) $92,377 (-29.6%) Shares 473,944 (+1.6%) Est. Cost $68.53 Unrealized +247.4%
CW CURTISS WRIGHT CORP COM 0.1%
Value ($000) $47,093 (+323.9%) Shares 85,427 (+317.5%) Est. Cost $513.43 Unrealized +8.6%
IEFA ISHARES TR CORE MSCI EAFE 0.8%
Value ($000) $525,030 (+6.7%) Shares 5,868,880 (+4.2%) Est. Cost $56.94 Unrealized
WMT WALMART INC COM 0.4%
Value ($000) $271,566 (+13.5%) Shares 2,437,540 (+5.0%) Est. Cost $55.30 Unrealized +93.9%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $131,848 (+30.9%) Shares 227,540 (+9.6%) Est. Cost $393.99 Unrealized +43.4%
VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 0.5%
Value ($000) $341,678 (+9.9%) Shares 6,355,611 (+10.8%) Est. Cost $41.38 Unrealized
MRK MERCK CO INC COM 0.2%
Value ($000) $136,419 (+28.3%) Shares 1,296,021 (+2.3%) Est. Cost $55.10 Unrealized +69.2%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $73,187 (+68.7%) Shares 129,224 (+33.2%) Est. Cost $488.68 Unrealized +8.9%
QQQ INVESCO QQQ TR UNIT SER 1 0.4%
Value ($000) $244,231 (+13.6%) Shares 397,570 (+11.0%) Est. Cost $332.30 Unrealized
VTI VANGUARD INDEX FDS TOTAL STK MKT 0.5%
Value ($000) $293,783 (+10.8%) Shares 876,258 (+8.4%) Est. Cost $200.28 Unrealized
SPY SPDR SP 500 ETF TR TR UNIT 0.7%
Value ($000) $441,310 (+6.9%) Shares 647,158 (+4.4%) Est. Cost $303.60 Unrealized
VONV VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 0.0%
Value ($000) $24,592 (+4586.9%) Shares 266,436 (+4438.2%) Est. Cost $92.13 Unrealized
SPSB SPDR SERIES TRUST STATE STREET SPD 0.2%
Value ($000) $156,323 (+18.0%) Shares 5,176,270 (+18.3%) Est. Cost $29.24 Unrealized
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $27,545 (+603.1%) Shares 16,293 (+522.3%) Est. Cost $1608.19 Unrealized +7.0%
LULU LULULEMON ATHLETICA INC COM 0.1%
Value ($000) $58,031 (+68.5%) Shares 279,249 (+44.3%) Est. Cost $239.59 Unrealized -24.4%
VEU VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 0.4%
Value ($000) $252,944 (+10.2%) Shares 3,438,614 (+6.9%) Est. Cost $57.52 Unrealized
VUG VANGUARD INDEX FDS GROWTH ETF 0.5%
Value ($000) $304,966 (+7.8%) Shares 625,110 (+6.0%) Est. Cost $286.87 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $93,867 (+30.2%) Shares 1,342,681 (+23.5%) Est. Cost $45.44 Unrealized +52.7%
SE SEA LTD SPONSORD ADS 0.1%
Value ($000) $78,903 (-20.9%) Shares 618,508 (+10.8%) Est. Cost $66.04 Unrealized
NOW SERVICENOW INC COM 0.1%
Value ($000) $69,003 (-22.1%) Shares 450,442 (+367.9%) Est. Cost $159.09 Unrealized +7.8%
IWR ISHARES TR RUS MID CAP ETF 1.3%
Value ($000) $835,765 (+2.3%) Shares 8,681,469 (+2.6%) Est. Cost $74.70 Unrealized
FND FLOOR DECOR HLDGS INC CL A 0.0%
Value ($000) $18,617 (+5162.5%) Shares 305,743 (+6269.6%) Est. Cost $65.13 Unrealized -0.5%
CME CME GROUP INC COM 0.1%
Value ($000) $53,941 (+50.2%) Shares 197,528 (+48.6%) Est. Cost $176.23 Unrealized +53.6%
EME EMCOR GROUP INC COM 0.0%
Value ($000) $21,257 (+473.8%) Shares 34,745 (+509.2%) Est. Cost $609.05 Unrealized +6.3%
IUSV ISHARES TR CORE SP US VLU 0.0%
Value ($000) $30,107 (+119.9%) Shares 293,611 (+114.4%) Est. Cost $89.94 Unrealized
ELF E L F BEAUTY INC COM 0.0%
Value ($000) $26,777 (-37.9%) Shares 352,150 (+8.3%) Est. Cost $90.01 Unrealized +9.4%
APH AMPHENOL CORP NEW CL A 0.2%
Value ($000) $157,320 (+11.6%) Shares 1,164,126 (+2.2%) Est. Cost $62.22 Unrealized +114.6%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $165,966 (+10.9%) Shares 1,379,140 (+3.9%) Est. Cost $71.31 Unrealized +61.9%
MMM 3M CO COM 0.1%
Value ($000) $39,825 (+64.9%) Shares 248,749 (+59.8%) Est. Cost $128.23 Unrealized +27.2%
TEAM ATLASSIAN CORPORATION CL A 0.1%
Value ($000) $66,154 (+29.2%) Shares 408,007 (+27.3%) Est. Cost $178.64 Unrealized -12.2%
NUE NUCOR CORP COM 0.1%
Value ($000) $40,140 (+58.5%) Shares 246,090 (+31.6%) Est. Cost $93.54 Unrealized +60.1%
AMGN AMGEN INC COM 0.1%
Value ($000) $94,259 (+18.5%) Shares 287,982 (+2.2%) Est. Cost $176.14 Unrealized +79.4%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $21,177 (+201.9%) Shares 362,747 (+246.8%) Est. Cost $70.45 Unrealized -8.0%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $71,834 (+23.7%) Shares 194,171 (+11.1%) Est. Cost $160.75 Unrealized +122.1%
XPO XPO INC COM 0.0%
Value ($000) $29,510 (+80.9%) Shares 217,132 (+72.1%) Est. Cost $132.49 Unrealized +2.8%
VTV VANGUARD INDEX FDS VALUE ETF 0.4%
Value ($000) $283,861 (+4.7%) Shares 1,486,260 (+2.2%) Est. Cost $115.99 Unrealized
VCSH VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 0.1%
Value ($000) $67,748 (+23.2%) Shares 849,724 (+23.6%) Est. Cost $78.64 Unrealized
DASH DOORDASH INC CL A 0.0%
Value ($000) $16,261 (+357.0%) Shares 71,799 (+448.8%) Est. Cost $236.90 Unrealized -1.0%
IWP ISHARES TR RUS MD CP GR ETF 0.1%
Value ($000) $45,869 (+38.3%) Shares 334,953 (+43.8%) Est. Cost $120.80 Unrealized
COHR COHERENT CORP COM 0.0%
Value ($000) $13,503 (+1382.8%) Shares 73,159 (+765.4%) Est. Cost $137.06 Unrealized +9.1%
NFLX NETFLIX INC COM 0.1%
Value ($000) $59,590 (-17.4%) Shares 635,557 (+956.2%) Est. Cost $102.24 Unrealized +5.4%
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $33,793 (+58.1%) Shares 275,318 (+43.0%) Est. Cost $84.49 Unrealized +43.1%
HDB HDFC BANK LTD SPONSORED ADS 0.1%
Value ($000) $94,559 (+15.0%) Shares 2,587,809 (+7.5%) Est. Cost $49.02 Unrealized
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $13,289 (+667.6%) Shares 91,800 (+606.6%) Est. Cost $130.42 Unrealized +1.7%
DIS DISNEY WALT CO COM 0.8%
Value ($000) $540,812 (+2.1%) Shares 4,753,553 (+2.8%) Est. Cost $113.66 Unrealized -3.6%
IEMG ISHARES INC CORE MSCI EMKT 0.3%
Value ($000) $162,227 (+7.5%) Shares 2,413,373 (+5.4%) Est. Cost $51.65 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value ($000) $38,493 (+41.5%) Shares 49,870 (+3.1%) Est. Cost $614.51 Unrealized +10.4%
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $21,818 (+103.5%) Shares 357,150 (+165.7%) Est. Cost $69.79 Unrealized +6.4%
WCN WASTE CONNECTIONS INC COM 0.2%
Value ($000) $111,761 (+10.2%) Shares 637,323 (+10.5%) Est. Cost $131.03 Unrealized +31.9%
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $43,051 (+30.7%) Shares 177,631 (+14.7%) Est. Cost $157.69 Unrealized +40.9%
VB VANGUARD INDEX FDS SMALL CP ETF 0.3%
Value ($000) $200,838 (+5.2%) Shares 778,593 (+3.7%) Est. Cost $157.28 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $26,374 (+58.3%) Shares 85,011 (+32.9%) Est. Cost $192.24 Unrealized +48.4%
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $17,239 (+117.2%) Shares 146,686 (+106.7%) Est. Cost $73.74 Unrealized +45.2%
VTEB VANGUARD MUN BD FDS TAX EXEMPT BD 0.1%
Value ($000) $88,585 (+11.6%) Shares 1,761,477 (+11.1%) Est. Cost $50.81 Unrealized
CGSD CAPITAL GRP FIXED INCM ETF T SHORT DURATION 0.0%
Value ($000) $10,114 (+949.0%) Shares 388,852 (+947.8%) Est. Cost $26.00 Unrealized
IWS ISHARES TR RUS MDCP VAL ETF 0.0%
Value ($000) $23,655 (+62.4%) Shares 167,703 (+60.8%) Est. Cost $108.62 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $42,859 (+26.1%) Shares 672,726 (+38.0%) Est. Cost $74.44 Unrealized -12.8%
ONTO ONTO INNOVATION INC COM 0.0%
Value ($000) $9,388 (+1498.8%) Shares 59,468 (+1208.7%) Est. Cost $144.51 Unrealized -1.7%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $76,976 (+12.8%) Shares 350,353 (+13.3%) Est. Cost $101.64 Unrealized +109.1%
WST WEST PHARMACEUTICAL SVSC INC COM 0.1%
Value ($000) $40,227 (+26.1%) Shares 146,206 (+20.2%) Est. Cost $275.29 Unrealized -0.7%
SGOV ISHARES TR 0-3 MNTH TREASRY 0.0%
Value ($000) $11,749 (+211.3%) Shares 117,043 (+212.3%) Est. Cost $100.48 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $69,048 (+13.0%) Shares 860,087 (+6.2%) Est. Cost $61.88 Unrealized +33.3%
GSLC GOLDMAN SACHS ETF TR ACTIVEBETA US LG 0.1%
Value ($000) $45,585 (+20.3%) Shares 344,376 (+18.4%) Est. Cost $90.58 Unrealized
DFAC DIMENSIONAL ETF TRUST US CORE EQUITY 2 0.3%
Value ($000) $183,737 (+4.2%) Shares 4,641,003 (+1.6%) Est. Cost $14.59 Unrealized
SCHA SCHWAB STRATEGIC TR US SML CAP ETF 0.0%
Value ($000) $8,179 (+966.2%) Shares 287,178 (+944.5%) Est. Cost $28.65 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $27,112 (+37.2%) Shares 58,073 (+25.3%) Est. Cost $316.93 Unrealized +46.3%
RKLB ROCKET LAB CORP COM 0.0%
Value ($000) $16,079 (+83.1%) Shares 230,484 (+25.8%) Est. Cost $31.21 Unrealized +83.7%
KKR KKR CO INC COM 0.0%
Value ($000) $11,498 (+168.4%) Shares 90,192 (+173.6%) Est. Cost $105.58 Unrealized +17.7%
EIX EDISON INTL COM 0.0%
Value ($000) $7,432 (+2351.0%) Shares 123,821 (+2157.4%) Est. Cost $57.14 Unrealized +0.3%
JPST J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 0.0%
Value ($000) $24,875 (+38.1%) Shares 491,707 (+38.5%) Est. Cost $50.39 Unrealized
MCD MCDONALDS CORP COM 0.3%
Value ($000) $176,310 (+4.0%) Shares 576,873 (+3.4%) Est. Cost $183.04 Unrealized +66.7%
FOXA FOX CORP CL A COM 0.0%
Value ($000) $12,873 (+108.6%) Shares 176,180 (+80.0%) Est. Cost $58.74 Unrealized +11.2%
IDV ISHARES TR INTL SEL DIV ETF 0.0%
Value ($000) $14,783 (+81.7%) Shares 374,736 (+68.3%) Est. Cost $32.04 Unrealized
SDY SPDR SERIES TRUST STATE STREET SPD 0.1%
Value ($000) $34,046 (+23.4%) Shares 244,654 (+24.2%) Est. Cost $102.53 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $99,778 (-5.6%) Shares 2,449,735 (+1.8%) Est. Cost $34.65 Unrealized +16.9%
CGDV CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 0.1%
Value ($000) $80,999 (+7.9%) Shares 1,856,075 (+3.9%) Est. Cost $30.80 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $48,563 (-10.6%) Shares 971,062 (+1.7%) Est. Cost $50.51 Unrealized +6.3%
WSO WATSCO INC COM 0.1%
Value ($000) $36,933 (-13.4%) Shares 109,609 (+3.9%) Est. Cost $260.40 Unrealized +37.1%
USHY ISHARES TR BROAD USD HIGH 0.1%
Value ($000) $40,033 (+16.6%) Shares 1,070,546 (+17.8%) Est. Cost $37.74 Unrealized
COR CENCORA INC COM 0.0%
Value ($000) $29,250 (+23.7%) Shares 86,603 (+14.4%) Est. Cost $197.66 Unrealized +72.3%
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $51,380 (+12.0%) Shares 487,198 (+21.7%) Est. Cost $91.59 Unrealized +20.4%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $117,306 (+4.8%) Shares 685,800 (+1.9%) Est. Cost $97.40 Unrealized +75.4%
RSP INVESCO EXCHANGE TRADED FD T SP500 EQL WGT 0.1%
Value ($000) $53,453 (+11.2%) Shares 279,038 (+10.1%) Est. Cost $138.98 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.1%
Value ($000) $75,332 (+7.6%) Shares 1,023,120 (+8.8%) Est. Cost $76.13 Unrealized -3.3%
BA BOEING CO COM 0.1%
Value ($000) $76,542 (+7.3%) Shares 352,532 (+6.6%) Est. Cost $206.42 Unrealized -0.4%
CENX CENTURY ALUM CO COM 0.0%
Value ($000) $9,427 (+107.7%) Shares 240,610 (+55.7%) Est. Cost $25.73 Unrealized +21.4%
VGT VANGUARD WORLD FD INF TECH ETF 0.1%
Value ($000) $32,833 (+16.8%) Shares 43,558 (+15.7%) Est. Cost $349.67 Unrealized
HASI HA SUSTAINABLE INFRA CAP INC COM 0.0%
Value ($000) $22,241 (+26.7%) Shares 707,632 (+23.7%) Est. Cost $24.07 Unrealized +29.2%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $26,477 (+21.1%) Shares 118,362 (+36.2%) Est. Cost $139.12 Unrealized +61.9%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $9,081 (+102.8%) Shares 81,209 (+75.0%) Est. Cost $98.27 Unrealized +2.8%
DFIC DIMENSIONAL ETF TRUST INTL CORE EQUITY 0.1%
Value ($000) $67,599 (+7.2%) Shares 1,961,663 (+2.0%) Est. Cost $21.88 Unrealized
XLV SELECT SECTOR SPDR TR STATE STREET HEA 0.0%
Value ($000) $18,140 (+33.2%) Shares 117,186 (+19.7%) Est. Cost $117.99 Unrealized
FDVV FIDELITY COVINGTON TRUST HIGH DIVID ETF 0.0%
Value ($000) $8,867 (+100.2%) Shares 156,417 (+96.7%) Est. Cost $54.32 Unrealized
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $6,236 (+239.9%) Shares 136,936 (+263.6%) Est. Cost $46.37 Unrealized +2.1%
ITOT ISHARES TR CORE SP TTL STK 0.0%
Value ($000) $26,420 (+19.4%) Shares 177,685 (+17.0%) Est. Cost $91.39 Unrealized
IVE ISHARES TR SP 500 VAL ETF 0.1%
Value ($000) $62,450 (+7.2%) Shares 294,478 (+4.4%) Est. Cost $124.06 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN COM 0.1%
Value ($000) $78,430 (-5.1%) Shares 351,438 (+1.3%) Est. Cost $95.94 Unrealized +136.9%
MGV VANGUARD WORLD FD MEGA CAP VAL ETF 0.1%
Value ($000) $50,713 (+8.9%) Shares 359,262 (+6.3%) Est. Cost $115.86 Unrealized
BSV VANGUARD BD INDEX FDS SHORT TRM BOND 0.1%
Value ($000) $35,788 (+13.0%) Shares 454,111 (+13.1%) Est. Cost $80.55 Unrealized
VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF 0.2%
Value ($000) $140,849 (+3.0%) Shares 640,862 (+1.1%) Est. Cost $144.09 Unrealized
DFAI DIMENSIONAL ETF TRUST INTL CORE EQT MK 0.0%
Value ($000) $30,169 (+15.2%) Shares 791,632 (+9.8%) Est. Cost $30.75 Unrealized
KNF KNIFE RIVER CORP COMMON STOCK 0.0%
Value ($000) $7,582 (+109.5%) Shares 107,775 (+128.9%) Est. Cost $62.17 Unrealized +13.0%
DFIV DIMENSIONAL ETF TRUST INTERNATNAL VAL 0.0%
Value ($000) $17,232 (+29.9%) Shares 345,336 (+20.0%) Est. Cost $43.01 Unrealized
FMDE FIDELITY COVINGTON TRUST ENHANCED MID 0.0%
Value ($000) $11,509 (+52.4%) Shares 316,345 (+51.4%) Est. Cost $36.06 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $90,437 (+4.5%) Shares 681,415 (+3.3%) Est. Cost $72.12 Unrealized +83.6%
DVY ISHARES TR SELECT DIVID ETF 0.1%
Value ($000) $36,191 (+12.1%) Shares 256,418 (+12.9%) Est. Cost $103.13 Unrealized
CWEN CLEARWAY ENERGY INC CL C 0.0%
Value ($000) $8,964 (+72.1%) Shares 269,507 (+46.1%) Est. Cost $21.73 Unrealized +51.9%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $5,123 (+250.0%) Shares 259,903 (+160.7%) Est. Cost $15.71 Unrealized +1.0%
DFAU DIMENSIONAL ETF TRUST US CORE EQT MKT 0.0%
Value ($000) $21,379 (+20.6%) Shares 456,826 (+17.9%) Est. Cost $43.52 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 0.0%
Value ($000) $5,975 (+149.8%) Shares 450,951 (+153.2%) Est. Cost $13.06 Unrealized
SMR NUSCALE PWR CORP CL A COM 0.0%
Value ($000) $5,277 (-40.4%) Shares 372,414 (+51.5%) Est. Cost $16.67 Unrealized +71.6%
COKE COCA COLA CONS INC COM 0.0%
Value ($000) $12,339 (+39.9%) Shares 80,490 (+6.9%) Est. Cost $117.37 Unrealized +24.7%
AGG ISHARES TR CORE US AGGBD ET 0.1%
Value ($000) $40,730 (+9.4%) Shares 407,787 (+9.8%) Est. Cost $102.85 Unrealized
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $38,807 (+9.8%) Shares 829,032 (+4.5%) Est. Cost $28.42 Unrealized +53.6%
XAR SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $4,066 (+568.6%) Shares 16,853 (+551.2%) Est. Cost $226.64 Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $13,123 (+35.4%) Shares 141,975 (+36.5%) Est. Cost $75.35 Unrealized +25.5%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value ($000) $8,392 (+67.9%) Shares 52,205 (+38.3%) Est. Cost $118.01 Unrealized +24.8%
JEPI J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 0.1%
Value ($000) $57,774 (+6.2%) Shares 1,009,325 (+5.9%) Est. Cost $54.85 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $26,717 (+14.3%) Shares 146,895 (+1.9%) Est. Cost $154.76 Unrealized +11.3%
XLI SELECT SECTOR SPDR TR STATE STREET IND 0.0%
Value ($000) $10,359 (+46.6%) Shares 66,781 (+45.8%) Est. Cost $118.68 Unrealized
ASTS AST SPACEMOBILE INC COM CL A 0.0%
Value ($000) $6,275 (+109.7%) Shares 86,401 (+41.7%) Est. Cost $37.01 Unrealized +92.8%
SIL GLOBAL X FDS GLOBAL X SILVER 0.0%
Value ($000) $17,871 (+22.1%) Shares 213,967 (+4.7%) Est. Cost $42.11 Unrealized
MINT PIMCO ETF TR ENHAN SHRT MA AC 0.0%
Value ($000) $8,857 (+57.3%) Shares 88,267 (+57.9%) Est. Cost $100.49 Unrealized
UNP UNION PAC CORP COM 0.7%
Value ($000) $461,192 (+0.7%) Shares 1,993,741 (+2.9%) Est. Cost $159.95 Unrealized +42.1%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $17,922 (+21.4%) Shares 184,515 (+10.5%) Est. Cost $56.60 Unrealized +58.5%
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value ($000) $5,294 (+147.0%) Shares 297,099 (+125.5%) Est. Cost $18.02 Unrealized
CGMS CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR 0.0%
Value ($000) $24,582 (+14.1%) Shares 890,002 (+14.7%) Est. Cost $27.50 Unrealized
FESM FIDELITY COVINGTON TRUST ENHANCED SMALL 0.0%
Value ($000) $6,959 (+76.8%) Shares 184,211 (+71.1%) Est. Cost $37.07 Unrealized
FTXL FIRST TR EXCHANGE TRADED FD NASDQ SEMCNDTR 0.0%
Value ($000) $3,856 (+344.2%) Shares 29,765 (+283.5%) Est. Cost $113.39 Unrealized
ICOW PACER FDS TR DEVELOPED MRKT 0.0%
Value ($000) $27,708 (+12.1%) Shares 716,332 (+5.5%) Est. Cost $31.74 Unrealized
IBB ISHARES TR ISHARES BIOTECH 0.0%
Value ($000) $5,589 (+113.7%) Shares 33,117 (+82.8%) Est. Cost $147.77 Unrealized
XIFR XPLR INFRASTRUCTURE LP COM UNIT PART IN 0.0%
Value ($000) $4,813 (+160.7%) Shares 481,325 (+165.1%) Est. Cost $9.68 Unrealized +0.1%
VSCO VICTORIAS SECRET AND CO COMMON STOCK 0.0%
Value ($000) $3,482 (+533.7%) Shares 64,282 (+217.5%) Est. Cost $35.45 Unrealized +12.0%
CGNG CAPITAL GROUP NEW GEOGRAPHY SHS 0.0%
Value ($000) $8,102 (+56.5%) Shares 253,751 (+51.5%) Est. Cost $29.70 Unrealized
PLUS EPLUS INC COM 0.0%
Value ($000) $9,708 (+41.6%) Shares 110,700 (+14.7%) Est. Cost $72.05 Unrealized +14.5%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $18,411 (+18.3%) Shares 240,139 (+3.8%) Est. Cost $46.61 Unrealized +53.7%
FBT FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 0.0%
Value ($000) $4,354 (+186.8%) Shares 21,081 (+149.0%) Est. Cost $186.85 Unrealized
DE DEERE CO COM 0.1%
Value ($000) $67,888 (+4.3%) Shares 145,816 (+2.4%) Est. Cost $314.10 Unrealized +48.9%
USIG ISHARES TR USD INV GRDE ETF 0.0%
Value ($000) $9,148 (+42.6%) Shares 176,704 (+43.9%) Est. Cost $51.52 Unrealized
CGGR CAPITAL GROUP GROWTH ETF SHS CREATION UNI 0.1%
Value ($000) $82,009 (+3.3%) Shares 1,844,152 (+2.0%) Est. Cost $17.19 Unrealized
TCAF T ROWE PRICE ETF INC CAP APPRECIATION 0.2%
Value ($000) $106,894 (+2.5%) Shares 2,796,816 (+1.1%) Est. Cost $32.75 Unrealized
LIN LINDE PLC SHS 0.1%
Value ($000) $77,580 (-3.3%) Shares 181,947 (+7.8%) Est. Cost $374.84 Unrealized +14.0%
PVAL PUTNAM ETF TRUST FOCUSED LAR CAP 0.0%
Value ($000) $19,928 (+14.9%) Shares 437,315 (+7.7%) Est. Cost $40.73 Unrealized
ECL ECOLAB INC COM 0.1%
Value ($000) $81,002 (-3.1%) Shares 308,554 (+1.1%) Est. Cost $186.74 Unrealized +42.3%
PRF INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF 0.0%
Value ($000) $6,626 (+63.1%) Shares 141,219 (+57.2%) Est. Cost $51.37 Unrealized
FLOT ISHARES TR FLTG RATE NT ETF 0.0%
Value ($000) $8,288 (+44.1%) Shares 162,953 (+44.8%) Est. Cost $50.17 Unrealized
JNK SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $6,556 (+59.8%) Shares 67,444 (+61.1%) Est. Cost $93.65 Unrealized
PWR QUANTA SVCS INC COM 0.1%
Value ($000) $33,945 (+7.6%) Shares 80,428 (+5.6%) Est. Cost $216.57 Unrealized +102.8%
SGOL ETFS GOLD TR PHYSCL GOLD SHS 0.0%
Value ($000) $17,720 (+15.4%) Shares 431,346 (+3.4%) Est. Cost $21.90 Unrealized
SCHR SCHWAB STRATEGIC TR INT-TRM U.S TRES 0.1%
Value ($000) $33,994 (+7.3%) Shares 1,355,420 (+7.5%) Est. Cost $26.31 Unrealized
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $2,810 (+467.5%) Shares 14,460 (+291.8%) Est. Cost $163.05 Unrealized +5.2%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $26,517 (+9.3%) Shares 334,140 (+3.8%) Est. Cost $52.00 Unrealized +51.3%
PAAA PGIM ETF TR AAA CLO ETF 0.0%
Value ($000) $7,695 (+41.2%) Shares 150,110 (+41.9%) Est. Cost $51.42 Unrealized
MBB ISHARES TR MBS ETF 0.0%
Value ($000) $32,073 (+7.4%) Shares 336,828 (+7.3%) Est. Cost $95.48 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $13,402 (+19.7%) Shares 157,203 (+9.2%) Est. Cost $81.05 Unrealized +1.3%
WFRD WEATHERFORD INTL PLC ORD SHS 0.0%
Value ($000) $10,318 (+27.0%) Shares 131,837 (+11.0%) Est. Cost $100.17 Unrealized -27.5%
XBI SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $6,595 (+49.2%) Shares 54,090 (+22.6%) Est. Cost $95.67 Unrealized
XLE SELECT SECTOR SPDR TR STATE STREET ENE 0.1%
Value ($000) $47,778 (+4.7%) Shares 1,068,610 (+109.2%) Est. Cost $51.41 Unrealized
SAMT ADVISORS INNER CIRCLE FD III STRATEGAS MACRO 0.0%
Value ($000) $30,708 (+7.4%) Shares 797,414 (+3.9%) Est. Cost $32.09 Unrealized
ITA ISHARES TR US AER DEF ETF 0.0%
Value ($000) $21,460 (+10.9%) Shares 99,958 (+8.1%) Est. Cost $135.84 Unrealized
WING WINGSTOP INC COM 0.0%
Value ($000) $23,121 (+10.0%) Shares 96,947 (+16.1%) Est. Cost $301.49 Unrealized -17.8%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $105,010 (+2.0%) Shares 1,093,175 (+1.1%) Est. Cost $79.23 Unrealized +22.6%
DLN WISDOMTREE TR US LARGECAP DIVD 0.0%
Value ($000) $30,811 (+7.2%) Shares 349,806 (+5.9%) Est. Cost $77.61 Unrealized
BEKE KE HLDGS INC SPONSORED ADS 0.1%
Value ($000) $67,465 (+3.1%) Shares 4,280,764 (+24.3%) Est. Cost $15.98 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $32,477 (+6.7%) Shares 6,064 (+7.5%) Est. Cost $2486.91 Unrealized +106.6%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $12,369 (-13.8%) Shares 76,054 (+2.1%) Est. Cost $65.70 Unrealized +183.7%
HYMB SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $5,491 (+55.5%) Shares 220,176 (+55.4%) Est. Cost $25.13 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $17,689 (+12.5%) Shares 45,466 (+1.0%) Est. Cost $180.49 Unrealized +107.9%
SDVY FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 0.1%
Value ($000) $54,756 (+3.7%) Shares 1,428,920 (+2.9%) Est. Cost $32.21 Unrealized
DUHP DIMENSIONAL ETF TRUST US HIGH PROFITAB 0.0%
Value ($000) $30,632 (+6.7%) Shares 805,464 (+6.0%) Est. Cost $32.94 Unrealized
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $21,750 (+9.6%) Shares 1,075,147 (+10.6%) Est. Cost $14.66 Unrealized +35.1%
MCY MERCURY GENL CORP NEW COM 0.0%
Value ($000) $15,158 (+14.3%) Shares 161,155 (+3.0%) Est. Cost $38.92 Unrealized +122.9%
BSCR INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 0.0%
Value ($000) $20,823 (+9.9%) Shares 1,054,839 (+9.8%) Est. Cost $19.41 Unrealized
ORI OLD REP INTL CORP COM 0.0%
Value ($000) $16,797 (+12.2%) Shares 368,025 (+4.4%) Est. Cost $12.78 Unrealized +219.6%
SII SPROTT INC COM NEW 0.0%
Value ($000) $9,361 (+23.9%) Shares 95,594 (+5.2%) Est. Cost $50.41 Unrealized +75.9%
CPRI CAPRI HOLDINGS LIMITED SHS 0.0%
Value ($000) $2,752 (+188.1%) Shares 112,767 (+135.2%) Est. Cost $26.84 Unrealized -13.8%
CTA SIMPLIFY EXCHANGE TRADED FUN MANAGED FUTURES 0.0%
Value ($000) $4,338 (+69.5%) Shares 159,126 (+73.9%) Est. Cost $27.60 Unrealized
VBR VANGUARD INDEX FDS SM CP VAL ETF 0.0%
Value ($000) $30,494 (+6.2%) Shares 143,982 (+4.6%) Est. Cost $144.97 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 0.0%
Value ($000) $25,058 (+7.5%) Shares 458,016 (+4.9%) Est. Cost $43.14 Unrealized
FLXR TCW ETF TRUST FLEXIBLE INCOME 0.0%
Value ($000) $5,633 (+44.9%) Shares 142,255 (+45.6%) Est. Cost $39.52 Unrealized
BIL SPDR SERIES TRUST STATE STREET SPD 0.1%
Value ($000) $62,441 (+2.9%) Shares 683,314 (+3.3%) Est. Cost $91.68 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $28,924 (+6.4%) Shares 481,179 (+12.1%) Est. Cost $34.82 Unrealized +72.5%
FBND FIDELITY MERRIMACK STR TR TOTAL BD ETF 0.1%
Value ($000) $33,702 (+5.3%) Shares 732,007 (+5.8%) Est. Cost $40.52 Unrealized
SCHO SCHWAB STRATEGIC TR SHT TM US TRES 0.0%
Value ($000) $6,684 (+34.3%) Shares 274,277 (+34.4%) Est. Cost $27.08 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $28,827 (+6.3%) Shares 61,497 (+11.2%) Est. Cost $307.83 Unrealized +65.4%
ULS UL SOLUTIONS INC CLASS A COM SHS 0.0%
Value ($000) $8,907 (+23.2%) Shares 112,952 (+10.7%) Est. Cost $49.35 Unrealized +62.7%
SA SEABRIDGE GOLD INC COM 0.0%
Value ($000) $8,034 (+25.8%) Shares 271,511 (+2.6%) Est. Cost $17.53 Unrealized +50.0%
CTAS CINTAS CORP COM 0.0%
Value ($000) $21,618 (-7.1%) Shares 114,944 (+1.4%) Est. Cost $180.85 Unrealized +4.0%
INTC INTEL CORP COM 0.0%
Value ($000) $10,810 (+17.6%) Shares 292,951 (+6.9%) Est. Cost $35.49 Unrealized +6.4%
KR KROGER CO COM 0.0%
Value ($000) $13,214 (+13.7%) Shares 211,491 (+22.7%) Est. Cost $40.73 Unrealized +60.1%
CCL CARNIVAL CORP UNIT 99/99/9999 0.0%
Value ($000) $3,474 (+84.9%) Shares 113,739 (+75.0%) Est. Cost $23.16 Unrealized +20.4%
MSGS MADISON SQUARE GRDN SPRT COR CL A 0.0%
Value ($000) $10,690 (+17.5%) Shares 41,329 (+3.1%) Est. Cost $221.18 Unrealized +2.9%
SPYV SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $25,244 (+6.7%) Shares 444,358 (+3.9%) Est. Cost $34.06 Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.1%
Value ($000) $35,540 (+4.6%) Shares 209,640 (+4.0%) Est. Cost $88.44 Unrealized +89.8%
NVO NOVO-NORDISK A S ADR 0.2%
Value ($000) $98,073 (-1.6%) Shares 1,927,532 (+7.4%) Est. Cost $69.34 Unrealized
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $17,378 (+9.8%) Shares 106,404 (+6.3%) Est. Cost $96.09 Unrealized +67.8%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $49,062 (+3.3%) Shares 65 (+3.2%) Est. Cost $356711.30 Unrealized +109.3%
PIPR PIPER SANDLER COMPANIES COM 0.0%
Value ($000) $1,764 (+680.8%) Shares 5,192 (+697.5%) Est. Cost $326.71 Unrealized +3.4%
DNP SELECT INCOME FD INC COM 0.0%
Value ($000) $19,233 (+8.7%) Shares 1,925,212 (+8.9%) Est. Cost $9.75 Unrealized
IBTG ISHARES TR IBONDS 26 TRM TS 0.0%
Value ($000) $10,461 (+17.1%) Shares 457,326 (+17.5%) Est. Cost $22.83 Unrealized
SAMM ADVISORS INNER CIRCLE FD III STRATEGAS MACRO 0.0%
Value ($000) $11,021 (+16.1%) Shares 366,362 (+11.3%) Est. Cost $27.02 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value ($000) $32,961 (-4.4%) Shares 252,575 (+1.9%) Est. Cost $97.99 Unrealized +35.9%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $14,775 (-9.3%) Shares 95,500 (+1.3%) Est. Cost $113.19 Unrealized +44.1%
CAVA CAVA GROUP INC COM 0.1%
Value ($000) $32,708 (+4.9%) Shares 557,294 (+7.9%) Est. Cost $83.52 Unrealized -33.2%
IBTI ISHARES TR IBONDS 28 TRM TS 0.0%
Value ($000) $4,611 (+49.1%) Shares 206,163 (+49.2%) Est. Cost $22.22 Unrealized
INSW INTERNATIONAL SEAWAYS INC COM 0.0%
Value ($000) $10,996 (+16.0%) Shares 226,496 (+10.1%) Est. Cost $35.59 Unrealized +37.2%
IBTH ISHARES TR IBONDS 27 TRM TS 0.0%
Value ($000) $5,983 (+33.9%) Shares 266,274 (+34.2%) Est. Cost $22.37 Unrealized
IBTJ ISHARES TR IBONDS 29 TRM TS 0.0%
Value ($000) $4,064 (+59.1%) Shares 185,183 (+59.2%) Est. Cost $21.82 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $12,607 (+13.5%) Shares 98,758 (+1.8%) Est. Cost $103.25 Unrealized +20.0%
INTU INTUIT COM 0.1%
Value ($000) $78,523 (+1.9%) Shares 118,538 (+5.1%) Est. Cost $463.96 Unrealized +42.4%
VHT VANGUARD WORLD FD HEALTH CAR ETF 0.0%
Value ($000) $13,156 (+12.7%) Shares 45,705 (+1.7%) Est. Cost $216.86 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 0.0%
Value ($000) $20,593 (+7.7%) Shares 1,052,020 (+7.7%) Est. Cost $19.31 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI 0.1%
Value ($000) $48,300 (+3.2%) Shares 1,200,607 (+1.4%) Est. Cost $19.88 Unrealized
IBP INSTALLED BLDG PRODS INC COM 0.0%
Value ($000) $13,207 (+12.6%) Shares 50,917 (+7.1%) Est. Cost $153.58 Unrealized +68.2%
IGSB ISHARES TR ISHS 1-5YR INVS 0.0%
Value ($000) $20,492 (+7.6%) Shares 387,525 (+7.9%) Est. Cost $57.05 Unrealized
CGMU CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME 0.0%
Value ($000) $8,876 (+19.5%) Shares 324,169 (+19.1%) Est. Cost $26.97 Unrealized
AJG GALLAGHER ARTHUR J CO COM 0.0%
Value ($000) $9,041 (-13.8%) Shares 34,935 (+3.2%) Est. Cost $200.45 Unrealized +31.8%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $10,474 (-12.0%) Shares 76,808 (+8.0%) Est. Cost $155.08 Unrealized +4.0%
STE STERIS PLC SHS USD 0.0%
Value ($000) $21,344 (+7.2%) Shares 84,191 (+4.6%) Est. Cost $202.16 Unrealized +24.2%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $16,238 (-8.1%) Shares 394,887 (+5.7%) Est. Cost $55.04 Unrealized -24.5%
NTRA NATERA INC COM 0.0%
Value ($000) $2,597 (+117.3%) Shares 11,338 (+52.7%) Est. Cost $157.58 Unrealized +32.4%
ARKG ARK ETF TR GENOMIC REV ETF 0.0%
Value ($000) $3,369 (+71.2%) Shares 116,290 (+64.1%) Est. Cost $28.75 Unrealized
XPH SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $1,643 (+549.1%) Shares 29,338 (+455.5%) Est. Cost $54.74 Unrealized
BND VANGUARD BD INDEX FDS TOTAL BND MRKT 0.0%
Value ($000) $14,325 (+10.6%) Shares 193,401 (+11.0%) Est. Cost $75.82 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD FT VEST RIS 0.0%
Value ($000) $26,252 (+5.5%) Shares 1,000,472 (+3.9%) Est. Cost $23.49 Unrealized
FYC FIRST TR EXCHANGE-TRADED ALP SML CP GRW ALP 0.0%
Value ($000) $1,746 (+360.5%) Shares 18,162 (+334.6%) Est. Cost $91.52 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $2,138 (+173.2%) Shares 13,692 (+119.1%) Est. Cost $241.50 Unrealized -40.7%
IDA IDACORP INC COM 0.0%
Value ($000) $1,726 (+351.9%) Shares 13,637 (+371.9%) Est. Cost $124.29 Unrealized +4.7%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $13,078 (+11.4%) Shares 223,898 (+1.3%) Est. Cost $32.02 Unrealized +67.4%
CGGO CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 0.1%
Value ($000) $49,111 (+2.7%) Shares 1,417,348 (+1.3%) Est. Cost $16.13 Unrealized
IYW ISHARES TR U.S. TECH ETF 0.0%
Value ($000) $8,366 (+17.7%) Shares 41,898 (+15.5%) Est. Cost $115.59 Unrealized
GOVT ISHARES TR US TREAS BD ETF 0.0%
Value ($000) $6,698 (+22.4%) Shares 290,889 (+22.9%) Est. Cost $23.92 Unrealized
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $8,108 (+17.6%) Shares 31,243 (+30.9%) Est. Cost $264.60 Unrealized +4.8%
HPQ HP INC COM 0.0%
Value ($000) $2,766 (+74.7%) Shares 124,155 (+113.5%) Est. Cost $26.88 Unrealized -6.1%
NEAR ISHARES U S ETF TR SHORT DURATION B 0.0%
Value ($000) $3,020 (+64.3%) Shares 59,109 (+64.9%) Est. Cost $50.63 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $8,457 (+16.1%) Shares 62,150 (+9.6%) Est. Cost $121.78 Unrealized +18.0%
FRDM EA SERIES TRUST FREEDOM 100 EM 0.0%
Value ($000) $5,817 (+25.3%) Shares 113,467 (+8.3%) Est. Cost $44.57 Unrealized
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $2,320 (-33.6%) Shares 59,036 (+3.7%) Est. Cost $70.99 Unrealized -29.9%
SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 0.0%
Value ($000) $8,497 (+15.8%) Shares 282,573 (+14.1%) Est. Cost $33.04 Unrealized
EAGG ISHARES TR ESG AWR US AGRGT 0.0%
Value ($000) $16,731 (+7.4%) Shares 349,662 (+7.8%) Est. Cost $43.07 Unrealized
NTR NUTRIEN LTD COM 0.0%
Value ($000) $9,176 (+14.1%) Shares 148,672 (+8.5%) Est. Cost $55.48 Unrealized +6.1%
CGCP CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 0.1%
Value ($000) $35,024 (+3.3%) Shares 1,546,980 (+3.7%) Est. Cost $21.60 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $28,040 (-3.8%) Shares 132,308 (+4.1%) Est. Cost $130.40 Unrealized +64.6%
GLW CORNING INC COM 0.0%
Value ($000) $12,106 (+10.1%) Shares 138,265 (+3.1%) Est. Cost $33.77 Unrealized +154.6%
DELL DELL TECHNOLOGIES INC CL C 0.1%
Value ($000) $37,111 (-2.9%) Shares 294,810 (+9.4%) Est. Cost $114.80 Unrealized +22.6%
FXL FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 0.0%
Value ($000) $2,411 (+83.2%) Shares 14,329 (+82.9%) Est. Cost $122.35 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $20,631 (+5.6%) Shares 750,492 (+8.7%) Est. Cost $15.64 Unrealized +72.0%
SUB ISHARES TR SHRT NAT MUN ETF 0.0%
Value ($000) $8,955 (+13.8%) Shares 83,926 (+13.9%) Est. Cost $100.16 Unrealized
OLED UNIVERSAL DISPLAY CORP COM 0.0%
Value ($000) $5,404 (-16.7%) Shares 46,277 (+2.5%) Est. Cost $155.57 Unrealized -16.9%
SUSA ISHARES TR ESG OPTIMIZED 0.0%
Value ($000) $25,747 (+4.4%) Shares 184,773 (+1.6%) Est. Cost $90.68 Unrealized
XMPT VANECK ETF TRUST CEF MUNI INCOME 0.0%
Value ($000) $2,582 (+71.6%) Shares 118,025 (+71.7%) Est. Cost $22.64 Unrealized
VV VANGUARD INDEX FDS LARGE CAP ETF 0.0%
Value ($000) $15,015 (+7.7%) Shares 47,696 (+5.3%) Est. Cost $157.02 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $2,225 (+91.6%) Shares 51,053 (+97.8%) Est. Cost $37.03 Unrealized +22.8%
DYNF BLACKROCK ETF TRUST ISHARES US EQUIT 0.0%
Value ($000) $10,840 (+10.8%) Shares 178,257 (+7.9%) Est. Cost $49.26 Unrealized
KBE SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $2,056 (+101.2%) Shares 33,885 (+97.0%) Est. Cost $53.79 Unrealized
IWY ISHARES TR RUS TP200 GR ETF 0.0%
Value ($000) $10,373 (+11.1%) Shares 37,457 (+9.7%) Est. Cost $145.81 Unrealized
IEUR ISHARES TR CORE MSCI EURO 0.0%
Value ($000) $8,813 (+13.3%) Shares 124,161 (+8.7%) Est. Cost $65.30 Unrealized
SCHG SCHWAB STRATEGIC TR US LCAP GR ETF 0.0%
Value ($000) $5,069 (+24.5%) Shares 155,408 (+21.8%) Est. Cost $27.17 Unrealized
WAFD WAFD INC COM 0.0%
Value ($000) $7,082 (+15.5%) Shares 221,094 (+9.2%) Est. Cost $20.46 Unrealized +49.0%
NANR SPDR INDEX SHS FDS SP NORTH AMER 0.0%
Value ($000) $14,431 (+6.8%) Shares 212,758 (+1.8%) Est. Cost $57.33 Unrealized
AMSC AMERICAN SUPERCONDUCTOR CORP SHS NEW 0.0%
Value ($000) $3,882 (-19.1%) Shares 134,899 (+67.0%) Est. Cost $33.53 Unrealized +28.9%
JEPQ J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 0.1%
Value ($000) $38,323 (+2.4%) Shares 659,374 (+1.4%) Est. Cost $49.60 Unrealized
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $36,392 (+2.6%) Shares 179,234 (+20.9%) Est. Cost $164.36 Unrealized +28.6%
SPYG SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $12,061 (+8.1%) Shares 113,033 (+5.9%) Est. Cost $56.21 Unrealized
IWO ISHARES TR RUS 2000 GRW ETF 0.0%
Value ($000) $16,314 (+5.8%) Shares 50,506 (+4.8%) Est. Cost $214.62 Unrealized
MDY SPDR SP MIDCAP 400 ETF TR UTSER1 SPDCRP 0.0%
Value ($000) $30,467 (+3.0%) Shares 50,502 (+1.7%) Est. Cost $299.21 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 0.0%
Value ($000) $28,656 (+3.2%) Shares 969,747 (+3.4%) Est. Cost $20.64 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $3,954 (+28.3%) Shares 46,223 (+17.8%) Est. Cost $63.32 Unrealized +25.8%
VMBS VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 0.0%
Value ($000) $1,078 (+420.1%) Shares 22,895 (+418.8%) Est. Cost $46.94 Unrealized
EATON VANCE SR FLTNG RTE TR COM 0.0%
Value ($000) $2,611 (+49.8%) Shares 234,343 (+53.8%) Est. Cost $11.70 Unrealized
BINC BLACKROCK ETF TRUST II ISHARES FLEXIBLE 0.0%
Value ($000) $16,495 (+5.4%) Shares 312,581 (+6.3%) Est. Cost $52.99 Unrealized
XLP SELECT SECTOR SPDR TR STATE STREET CON 0.0%
Value ($000) $6,214 (+15.7%) Shares 80,000 (+16.7%) Est. Cost $74.26 Unrealized
XLU SELECT SECTOR SPDR TR STATE STREET UTI 0.0%
Value ($000) $28,043 (-2.9%) Shares 656,894 (+98.4%) Est. Cost $54.99 Unrealized
MOO VANECK ETF TRUST AGRIBUSINESS ETF 0.0%
Value ($000) $3,012 (+38.3%) Shares 41,376 (+39.6%) Est. Cost $71.30 Unrealized
IGIB ISHARES TR ISHS 5-10YR INVT 0.1%
Value ($000) $34,772 (+2.4%) Shares 645,369 (+2.8%) Est. Cost $53.13 Unrealized
WDAY WORKDAY INC CL A 0.0%
Value ($000) $2,769 (+42.6%) Shares 12,894 (+59.8%) Est. Cost $207.39 Unrealized +9.6%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $1,645 (+99.2%) Shares 33,535 (+75.3%) Est. Cost $38.55 Unrealized
EZM WISDOMTREE TR US MIDCAP FUND 0.0%
Value ($000) $22,220 (+3.8%) Shares 332,633 (+2.4%) Est. Cost $22.90 Unrealized
BSCU INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP 0.0%
Value ($000) $16,234 (+5.1%) Shares 959,428 (+5.0%) Est. Cost $16.63 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 0.0%
Value ($000) $27,705 (+2.9%) Shares 554,218 (+2.5%) Est. Cost $49.25 Unrealized
AVEM AMERICAN CENTY ETF TR AVANTIS EMGMKT 0.0%
Value ($000) $3,170 (+32.6%) Shares 41,157 (+29.3%) Est. Cost $61.66 Unrealized
DEM WISDOMTREE TR EMER MKT HIGH FD 0.0%
Value ($000) $12,576 (+6.6%) Shares 269,225 (+5.0%) Est. Cost $19.41 Unrealized
SES SES AI CORPORATION CL A COM 0.0%
Value ($000) $3,441 (+28.1%) Shares 1,911,548 (+18.8%) Est. Cost $1.22 Unrealized +84.2%
MKL MARKEL GROUP INC COM 0.0%
Value ($000) $2,754 (+37.5%) Shares 1,281 (+22.2%) Est. Cost $1535.91 Unrealized +31.9%
QXO QXO INC COM NEW 0.0%
Value ($000) $955 (+355.4%) Shares 49,500 (+350.0%) Est. Cost $19.51 Unrealized -1.8%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $2,921 (+33.4%) Shares 39,744 (+32.4%) Est. Cost $57.12 Unrealized +23.4%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $3,004 (+30.9%) Shares 59,155 (+1.1%) Est. Cost $36.05 Unrealized +20.2%
DFAE DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 0.0%
Value ($000) $5,904 (+13.6%) Shares 181,272 (+10.0%) Est. Cost $28.24 Unrealized
SLYV SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $10,872 (+6.8%) Shares 119,509 (+4.1%) Est. Cost $65.08 Unrealized
BSCV INVESCO EXCH TRD SLF IDX FD BULETSHS 2031 CP 0.0%
Value ($000) $15,892 (+4.5%) Shares 951,917 (+4.4%) Est. Cost $16.36 Unrealized
IJT ISHARES TR SP SML 600 GWT 0.0%
Value ($000) $8,319 (+8.8%) Shares 58,935 (+9.1%) Est. Cost $139.22 Unrealized
ESGD ISHARES TR ESG AW MSCI EAFE 0.0%
Value ($000) $17,373 (+4.0%) Shares 182,697 (+1.7%) Est. Cost $62.61 Unrealized
BSCW INVESCO EXCH TRD SLF IDX FD BULLETSHS 2032 0.0%
Value ($000) $15,644 (+4.4%) Shares 749,390 (+4.5%) Est. Cost $20.44 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 0.0%
Value ($000) $1,218 (+119.0%) Shares 24,123 (+118.9%) Est. Cost $50.65 Unrealized
SCZ ISHARES TR EAFE SML CP ETF 0.0%
Value ($000) $9,188 (+7.6%) Shares 118,509 (+6.5%) Est. Cost $59.48 Unrealized
DFAS DIMENSIONAL ETF TRUST US SMALL CAP ETF 0.0%
Value ($000) $9,568 (+7.2%) Shares 137,338 (+5.4%) Est. Cost $37.45 Unrealized
BLACKROCK ENHANCED INTL DIV COM BENE INTER 0.0%
Value ($000) $6,133 (+11.8%) Shares 1,043,067 (+9.3%) Est. Cost $5.57 Unrealized
IEI ISHARES TR 3 7 YR TREAS BD 0.0%
Value ($000) $19,392 (+3.4%) Shares 162,484 (+3.5%) Est. Cost $118.52 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 0.0%
Value ($000) $17,969 (+3.6%) Shares 872,280 (+3.4%) Est. Cost $20.13 Unrealized
MKC MCCORMICK CO INC COM NON VTG 0.0%
Value ($000) $20,495 (+3.1%) Shares 300,910 (+1.3%) Est. Cost $69.55 Unrealized -5.2%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $20,273 (+3.1%) Shares 120,941 (+5.0%) Est. Cost $107.81 Unrealized +59.8%
CTVA CORTEVA INC COM 0.0%
Value ($000) $14,132 (+4.5%) Shares 210,827 (+5.5%) Est. Cost $50.91 Unrealized +26.8%
CGSM CAPITAL GRP FIXED INCM ETF T SHORT DURATION M 0.0%
Value ($000) $2,426 (+33.5%) Shares 92,089 (+33.6%) Est. Cost $26.16 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $3,371 (+21.9%) Shares 5,414 (+23.4%) Est. Cost $538.68 Unrealized +15.3%
EUFN ISHARES TR MSCI EURO FL ETF 0.0%
Value ($000) $2,769 (+27.7%) Shares 74,647 (+18.2%) Est. Cost $30.28 Unrealized
FPE FIRST TR EXCH TRADED FD III PFD SECS INC ETF 0.1%
Value ($000) $32,279 (+1.9%) Shares 1,771,628 (+2.0%) Est. Cost $17.92 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 0.0%
Value ($000) $16,718 (+3.7%) Shares 887,624 (+3.6%) Est. Cost $18.44 Unrealized
CGCV CAPITAL GROUP CONSERVATIVE E SHS 0.0%
Value ($000) $5,438 (+12.2%) Shares 178,350 (+10.8%) Est. Cost $27.62 Unrealized
NUVEEN CORE EQUITY ALPHA FD COM 0.0%
Value ($000) $9,113 (+6.9%) Shares 571,685 (+5.5%) Est. Cost $15.43 Unrealized
KTOS KRATOS DEFENSE SEC SOLUTIO COM NEW 0.0%
Value ($000) $10,475 (-5.3%) Shares 137,992 (+14.0%) Est. Cost $41.36 Unrealized +97.9%
SUSB ISHARES TR ESG AWRE 1 5 YR 0.0%
Value ($000) $11,332 (+5.4%) Shares 448,957 (+5.7%) Est. Cost $16.61 Unrealized
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $7,002 (+9.1%) Shares 139,210 (+7.9%) Est. Cost $52.80 Unrealized -12.4%
XLK SELECT SECTOR SPDR TR STATE STREET TEC 0.1%
Value ($000) $41,556 (-1.4%) Shares 288,642 (+93.1%) Est. Cost $142.07 Unrealized
CR CRANE COMPANY COMMON STOCK 0.0%
Value ($000) $3,233 (+21.5%) Shares 17,531 (+21.3%) Est. Cost $100.07 Unrealized +85.2%
SPMB SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $23,123 (+2.5%) Shares 1,031,567 (+2.6%) Est. Cost $22.32 Unrealized
DWLD DAVIS FUNDAMENTAL ETF TR SELECT WRLD WI 0.0%
Value ($000) $8,105 (+7.4%) Shares 173,774 (+4.1%) Est. Cost $37.87 Unrealized
ACWI ISHARES TR MSCI ACWI ETF 0.0%
Value ($000) $3,595 (+18.2%) Shares 25,406 (+15.5%) Est. Cost $116.89 Unrealized
BLOK AMPLIFY ETF TR BLOCKCHAIN TECHN 0.0%
Value ($000) $941 (+139.5%) Shares 16,540 (+182.3%) Est. Cost $60.49 Unrealized
EFG ISHARES TR EAFE GRWTH ETF 0.0%
Value ($000) $18,051 (+3.1%) Shares 158,454 (+3.1%) Est. Cost $90.72 Unrealized
APTV APTIV PLC COM SHS 0.0%
Value ($000) $4,712 (-10.3%) Shares 61,931 (+1.6%) Est. Cost $61.53 Unrealized +30.5%
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $5,593 (+10.7%) Shares 58,305 (+4.7%) Est. Cost $64.44 Unrealized +42.0%
VOT VANGUARD INDEX FDS MCAP GR IDXVIP 0.0%
Value ($000) $16,169 (-3.2%) Shares 57,925 (+1.9%) Est. Cost $222.64 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $10,036 (+5.6%) Shares 209,822 (+11.4%) Est. Cost $32.38 Unrealized +45.5%
MCO MOODYS CORP COM 0.0%
Value ($000) $5,666 (+10.1%) Shares 11,091 (+2.7%) Est. Cost $354.30 Unrealized +37.6%
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $888 (+140.0%) Shares 2,409 (+5.9%) Est. Cost $81.38 Unrealized +215.6%
CGIC CAPITAL GROUP INTERNATIONAL SHS 0.0%
Value ($000) $4,256 (+13.6%) Shares 130,957 (+7.7%) Est. Cost $27.25 Unrealized
MLI MUELLER INDS INC COM 0.0%
Value ($000) $3,444 (+17.3%) Shares 30,000 (+3.3%) Est. Cost $38.56 Unrealized +178.4%
JBND J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF 0.0%
Value ($000) $6,828 (+8.0%) Shares 126,288 (+8.1%) Est. Cost $53.99 Unrealized
XMLV INVESCO EXCH TRADED FD TR II SP MIDCP LOW 0.0%
Value ($000) $10,282 (+5.1%) Shares 164,862 (+7.1%) Est. Cost $50.37 Unrealized
R RYDER SYS INC COM 0.0%
Value ($000) $2,015 (+32.1%) Shares 10,528 (+30.2%) Est. Cost $109.00 Unrealized +64.9%
IGM ISHARES TR EXPND TEC SC ETF 0.0%
Value ($000) $1,608 (+41.9%) Shares 12,452 (+38.4%) Est. Cost $125.17 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $1,813 (+35.4%) Shares 22,291 (+1.5%) Est. Cost $37.96 Unrealized +85.5%
IVOG VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 0.0%
Value ($000) $8,174 (+6.0%) Shares 68,001 (+5.4%) Est. Cost $118.39 Unrealized
AFRM AFFIRM HLDGS INC COM CL A 0.0%
Value ($000) $3,855 (+13.5%) Shares 51,794 (+11.5%) Est. Cost $75.67 Unrealized -4.9%
QDF FLEXSHARES TR QUALT DIVD IDX 0.0%
Value ($000) $14,269 (+3.3%) Shares 176,576 (+1.5%) Est. Cost $48.40 Unrealized
SPMO INVESCO EXCH TRADED FD TR II SP 500 MOMNTM 0.0%
Value ($000) $1,016 (+81.1%) Shares 8,518 (+83.7%) Est. Cost $111.47 Unrealized
CCJ CAMECO CORP COM 0.0%
Value ($000) $3,876 (+13.1%) Shares 42,364 (+3.7%) Est. Cost $62.12 Unrealized +44.8%
CORNERSTONE TOTAL RETURN FD COM 0.0%
Value ($000) $1,426 (+45.5%) Shares 178,039 (+46.0%) Est. Cost $7.35 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI COM 0.0%
Value ($000) $3,452 (-11.4%) Shares 12,018 (+188.1%) Est. Cost $263.44 Unrealized +15.8%
LOW LOWES COS INC COM 0.1%
Value ($000) $49,483 (-0.9%) Shares 205,187 (+3.3%) Est. Cost $126.71 Unrealized +89.3%
KKR INCOME OPPORTUNITIES FD COM 0.0%
Value ($000) $1,046 (+71.7%) Shares 90,238 (+86.7%) Est. Cost $12.00 Unrealized
SKY CHAMPION HOMES INC COM 0.0%
Value ($000) $966 (+82.4%) Shares 11,427 (+64.9%) Est. Cost $84.13 Unrealized -6.3%
OSK OSHKOSH CORP COM 0.0%
Value ($000) $5,554 (+8.5%) Shares 44,208 (+12.0%) Est. Cost $104.43 Unrealized +22.5%
URA GLOBAL X FDS GLOBAL X URANIUM 0.0%
Value ($000) $4,775 (-8.3%) Shares 111,753 (+2.3%) Est. Cost $30.05 Unrealized
XLC SELECT SECTOR SPDR TR STATE STREET COM 0.0%
Value ($000) $17,249 (+2.6%) Shares 146,524 (+3.1%) Est. Cost $82.59 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $1,671 (+33.9%) Shares 12,589 (+4.2%) Est. Cost $194.35 Unrealized -42.6%
FNDE SCHWAB STRATEGIC TR FUNDAMENTAL EMER 0.0%
Value ($000) $3,809 (+12.4%) Shares 105,617 (+12.7%) Est. Cost $31.12 Unrealized
RYLD GLOBAL X FDS RUSSELL 2000 0.0%
Value ($000) $3,658 (+12.8%) Shares 239,094 (+11.0%) Est. Cost $14.62 Unrealized
FNDF SCHWAB STRATEGIC TR FUNDAMENTAL INTL 0.0%
Value ($000) $6,043 (+7.2%) Shares 133,668 (+1.9%) Est. Cost $35.78 Unrealized
IXUS ISHARES TR CORE MSCI TOTAL 0.0%
Value ($000) $7,424 (+5.8%) Shares 87,708 (+3.2%) Est. Cost $57.70 Unrealized
DGRW WISDOMTREE TR US QTLY DIV GRT 0.0%
Value ($000) $7,990 (+5.3%) Shares 89,342 (+4.8%) Est. Cost $66.39 Unrealized
GWW WW GRAINGER INC COM 0.0%
Value ($000) $4,982 (+8.9%) Shares 4,937 (+2.8%) Est. Cost $411.94 Unrealized +135.2%
XT ISHARES TR FUTURE EXPONENTI 0.1%
Value ($000) $38,168 (-1.0%) Shares 547,287 (+2.1%) Est. Cost $65.62 Unrealized
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $1,479 (+36.7%) Shares 14,824 (+46.0%) Est. Cost $83.10 Unrealized +21.6%
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $3,625 (-9.8%) Shares 56,451 (+1.6%) Est. Cost $66.05 Unrealized +0.8%
VGIT VANGUARD SCOTTSDALE FDS INTER TERM TREAS 0.0%
Value ($000) $24,136 (+1.7%) Shares 402,734 (+1.8%) Est. Cost $58.64 Unrealized
FMB FIRST TR EXCH TRADED FD III MANAGD MUN ETF 0.0%
Value ($000) $2,044 (+23.8%) Shares 39,978 (+22.7%) Est. Cost $49.87 Unrealized
PFF ISHARES TR PFD AND INCM SEC 0.1%
Value ($000) $32,711 (+1.2%) Shares 1,056,554 (+3.4%) Est. Cost $33.84 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $4,631 (+9.1%) Shares 195,496 (+14.2%) Est. Cost $23.40 Unrealized -1.7%
JQUA J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 0.0%
Value ($000) $5,744 (+7.2%) Shares 90,914 (+6.7%) Est. Cost $60.36 Unrealized
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $1,217 (+46.4%) Shares 7,065 (+2.0%) Est. Cost $47.07 Unrealized +222.0%
ECOW PACER FDS TR EMRG MKT CASH 0.0%
Value ($000) $1,088 (+53.3%) Shares 44,584 (+53.5%) Est. Cost $21.98 Unrealized
CORNERSTONE STRATEGIC INVEST COM 0.0%
Value ($000) $1,341 (+39.1%) Shares 160,360 (+37.8%) Est. Cost $7.68 Unrealized
DFEV DIMENSIONAL ETF TRUST EMERGING MKTS VA 0.0%
Value ($000) $1,922 (+23.9%) Shares 56,962 (+17.1%) Est. Cost $30.04 Unrealized
EPI WISDOMTREE TR INDIA ERNGS FD 0.0%
Value ($000) $1,337 (+37.8%) Shares 28,879 (+31.6%) Est. Cost $44.70 Unrealized
CGDG CAPITAL GROUP DIVIDEND GROWE SHS ETF 0.0%
Value ($000) $6,083 (+6.4%) Shares 170,675 (+3.5%) Est. Cost $31.12 Unrealized
REGL PROSHARES TR SP MDCP 400 DIV 0.0%
Value ($000) $25,038 (+1.5%) Shares 297,298 (+2.8%) Est. Cost $60.42 Unrealized
FGD FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 0.0%
Value ($000) $2,338 (+18.2%) Shares 77,251 (+12.2%) Est. Cost $23.31 Unrealized
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $4,719 (+8.2%) Shares 139,401 (+2.1%) Est. Cost $30.27 Unrealized +7.1%
VXF VANGUARD INDEX FDS EXTEND MKT ETF 0.0%
Value ($000) $10,200 (+3.6%) Shares 48,774 (+3.7%) Est. Cost $171.66 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.0%
Value ($000) $1,333 (+35.6%) Shares 49,538 (+32.7%) Est. Cost $27.11 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI SMITH OPPORT FXD 0.0%
Value ($000) $23,705 (+1.5%) Shares 534,862 (+1.7%) Est. Cost $44.14 Unrealized
AVDE AMERICAN CENTY ETF TR INTL EQT ETF 0.0%
Value ($000) $827 (+71.6%) Shares 10,052 (+64.4%) Est. Cost $72.40 Unrealized
ARTY ISHARES TR FUTURE AI TECH 0.0%
Value ($000) $715 (+92.7%) Shares 14,839 (+83.1%) Est. Cost $40.48 Unrealized
NTSK NETSKOPE INC CL A 0.0%
Value ($000) $643 (+114.3%) Shares 36,652 (+177.7%) Est. Cost $21.91 Unrealized -4.8%
XHB SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $4,583 (+8.1%) Shares 44,517 (+16.3%) Est. Cost $100.49 Unrealized
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $3,256 (+11.6%) Shares 36,708 (+12.8%) Est. Cost $73.89 Unrealized +20.8%
OIH VANECK ETF TRUST OIL SERVICES ETF 0.0%
Value ($000) $2,995 (+12.6%) Shares 10,519 (+2.8%) Est. Cost $228.32 Unrealized
CNA CNA FINL CORP COM 0.0%
Value ($000) $6,085 (+5.8%) Shares 127,471 (+2.9%) Est. Cost $30.29 Unrealized +51.4%
BAI BLACKROCK ETF TRUST ISHARES A I INNO 0.0%
Value ($000) $3,132 (+11.8%) Shares 94,051 (+14.7%) Est. Cost $32.62 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $2,085 (+18.4%) Shares 11,331 (+22.5%) Est. Cost $148.60 Unrealized +22.5%
SMDV PROSHARES TR RUSS 2000 DIVD 0.0%
Value ($000) $8,767 (+3.8%) Shares 132,679 (+4.7%) Est. Cost $55.83 Unrealized
SLYG SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $7,051 (+4.8%) Shares 74,860 (+4.9%) Est. Cost $73.56 Unrealized
EWX SPDR INDEX SHS FDS SP EMKTSC ETF 0.0%
Value ($000) $2,628 (+13.9%) Shares 40,027 (+16.8%) Est. Cost $58.29 Unrealized
CCIIU COHEN CIRCLE ACQUISIT CORP I UNIT 07/01/2030 0.0%
Value ($000) $1,245 (+34.6%) Shares 119,370 (+32.6%) Est. Cost $10.32 Unrealized
GUGGENHEIM STRATEGIC OPPORTU COM SBI 0.0%
Value ($000) $3,152 (+11.3%) Shares 244,701 (+29.4%) Est. Cost $15.02 Unrealized
IUSB ISHARES TR CORE UNIVRSL USD 0.1%
Value ($000) $42,549 (+0.7%) Shares 914,245 (+1.1%) Est. Cost $45.62 Unrealized
NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 0.0%
Value ($000) $1,182 (+36.2%) Shares 93,960 (+35.9%) Est. Cost $13.39 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $3,773 (+8.9%) Shares 58,921 (+1.4%) Est. Cost $72.43 Unrealized
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $2,393 (+14.6%) Shares 6,701 (+6.7%) Est. Cost $243.15 Unrealized +45.5%
WELLS FARGO CO NEW PERP PFD CNV A 0.0%
Value ($000) $6,942 (+4.6%) Shares 5,728 (+6.5%) Est. Cost $1279.70 Unrealized
GSY INVESCO ACTIVELY MANAGED EXC ULTRA SHRT DUR 0.0%
Value ($000) $1,446 (+26.0%) Shares 28,769 (+26.0%) Est. Cost $50.03 Unrealized
WWD WOODWARD INC COM 0.0%
Value ($000) $970 (+44.3%) Shares 3,208 (+20.6%) Est. Cost $153.54 Unrealized +79.0%
CGBL CAPITAL GROUP CORE BALANCED SHS 0.0%
Value ($000) $7,504 (+4.1%) Shares 212,396 (+2.3%) Est. Cost $31.22 Unrealized
BXP BXP INC COM 0.0%
Value ($000) $3,672 (-7.4%) Shares 54,419 (+2.0%) Est. Cost $54.02 Unrealized +30.3%
STRT STRATTEC SEC CORP COM 0.0%
Value ($000) $1,352 (+27.8%) Shares 17,755 (+14.2%) Est. Cost $37.02 Unrealized +93.5%
LVHI LEGG MASON ETF INVT FRANKLIN INTL LW 0.0%
Value ($000) $3,360 (+9.1%) Shares 91,251 (+3.0%) Est. Cost $32.13 Unrealized
G GENPACT LIMITED SHS 0.0%
Value ($000) $1,147 (+32.1%) Shares 24,527 (+18.3%) Est. Cost $34.89 Unrealized +23.9%
KOMP SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $13,492 (-2.0%) Shares 225,878 (+2.2%) Est. Cost $56.85 Unrealized
AIQ GLOBAL X FDS ARTIFICIAL ETF 0.0%
Value ($000) $4,232 (+6.8%) Shares 83,211 (+3.7%) Est. Cost $45.48 Unrealized
VIRTUS STONE HBR EMRG MKTS I COM 0.0%
Value ($000) $929 (+40.2%) Shares 187,011 (+42.4%) Est. Cost $5.03 Unrealized
TRP TC ENERGY CORP COM 0.0%
Value ($000) $511 (+108.6%) Shares 9,282 (+106.3%) Est. Cost $51.04 Unrealized +4.5%
VO VANGUARD INDEX FDS MID CAP ETF 0.3%
Value ($000) $160,435 (+0.2%) Shares 552,805 (+1.4%) Est. Cost $190.54 Unrealized
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $661 (+65.2%) Shares 3,984 (+65.3%) Est. Cost $163.54 Unrealized +3.2%
FTC FIRST TR EXCHANGE-TRADED ALP COM SHS 0.0%
Value ($000) $24,056 (+1.1%) Shares 150,464 (+1.6%) Est. Cost $104.90 Unrealized
HDV ISHARES TR CORE HIGH DV ETF 0.0%
Value ($000) $3,405 (+7.8%) Shares 27,998 (+8.6%) Est. Cost $100.25 Unrealized
FTRE FORTREA HLDGS INC COMMON STOCK 0.0%
Value ($000) $474 (+107.1%) Shares 27,473 (+1.1%) Est. Cost $7.71 Unrealized +60.3%
MCHB MECHANICS BANCORP CL A 0.0%
Value ($000) $475 (+106.1%) Shares 32,450 (+87.5%) Est. Cost $13.58 Unrealized +2.4%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $8,379 (+3.0%) Shares 241,260 (+2.2%) Est. Cost $31.32 Unrealized
CFLT CONFLUENT INC CLASS A COM 0.0%
Value ($000) $551 (+78.5%) Shares 18,217 (+16.9%) Est. Cost $22.64 Unrealized +8.4%
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $3,371 (-6.7%) Shares 78,939 (+1.1%) Est. Cost $35.63 Unrealized +25.2%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $1,612 (+17.6%) Shares 16,232 (+19.1%) Est. Cost $74.32 Unrealized +32.9%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $2,426 (+11.0%) Shares 32,845 (+21.2%) Est. Cost $58.87 Unrealized +33.0%
XMHQ INVESCO EXCHANGE TRADED FD T SP MDCP QUALITY 0.0%
Value ($000) $736 (+45.5%) Shares 7,188 (+49.1%) Est. Cost $104.12 Unrealized
VPU VANGUARD WORLD FD UTILITIES ETF 0.0%
Value ($000) $503 (+84.2%) Shares 2,719 (+88.6%) Est. Cost $187.36 Unrealized
FYX FIRST TR EXCHANGE-TRADED ALP COM SHS 0.0%
Value ($000) $3,942 (+6.2%) Shares 34,843 (+2.3%) Est. Cost $80.65 Unrealized
CGIE CAPITAL GROUP INTERNATIONAL SHS 0.0%
Value ($000) $2,078 (+12.4%) Shares 59,668 (+8.8%) Est. Cost $31.24 Unrealized
DTH WISDOMTREE TR ITL HIGH DIV FD 0.0%
Value ($000) $3,543 (+6.8%) Shares 68,647 (+1.7%) Est. Cost $22.12 Unrealized
FDUS FIDUS INVT CORP COM 0.0%
Value ($000) $7,442 (+3.1%) Shares 385,598 (+8.2%) Est. Cost $18.66 Unrealized +4.2%
SNA SNAP ON INC COM 0.0%
Value ($000) $11,761 (+1.9%) Shares 34,130 (+2.5%) Est. Cost $233.95 Unrealized +45.5%
VSS VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 0.0%
Value ($000) $8,829 (+2.6%) Shares 61,598 (+2.0%) Est. Cost $34.72 Unrealized
BRC BRADY CORP CL A 0.0%
Value ($000) $1,156 (+23.3%) Shares 14,751 (+22.7%) Est. Cost $33.33 Unrealized +131.5%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $1,333 (-14.0%) Shares 33,834 (+1.3%) Est. Cost $32.14 Unrealized +27.1%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $7,849 (-2.7%) Shares 488,094 (+15.9%) Est. Cost $18.62 Unrealized -6.2%
FEX FIRST TR EXCHANGE-TRADED ALP COM SHS 0.0%
Value ($000) $2,812 (+8.1%) Shares 23,704 (+6.5%) Est. Cost $66.92 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $7,107 (-2.8%) Shares 123,615 (+1.0%) Est. Cost $45.02 Unrealized +32.1%
IVOO VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 0.0%
Value ($000) $828 (+32.4%) Shares 7,404 (+30.7%) Est. Cost $101.52 Unrealized
SCHV SCHWAB STRATEGIC TR US LCAP VA ETF 0.0%
Value ($000) $4,871 (+4.3%) Shares 164,492 (+2.6%) Est. Cost $30.54 Unrealized
AGM FEDERAL AGRIC MTG CORP CL C 0.0%
Value ($000) $3,255 (+6.6%) Shares 18,540 (+1.9%) Est. Cost $114.15 Unrealized +46.3%
LGND LIGAND PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $2,424 (+8.9%) Shares 12,823 (+2.1%) Est. Cost $87.37 Unrealized +119.9%
FNDA SCHWAB STRATEGIC TR FUNDAMENTAL US S 0.0%
Value ($000) $863 (+29.6%) Shares 27,376 (+28.2%) Est. Cost $35.09 Unrealized
VT VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 0.0%
Value ($000) $548 (+55.4%) Shares 3,885 (+51.8%) Est. Cost $111.93 Unrealized
PXH INVESCO EXCH TRADED FD TR II RAFI EMRGNG MRKT 0.0%
Value ($000) $5,363 (+3.8%) Shares 207,770 (+2.2%) Est. Cost $18.80 Unrealized
FTLS FIRST TR EXCH TRADED FD III LNG/SHT EQUITY 0.0%
Value ($000) $3,208 (+6.5%) Shares 45,187 (+4.9%) Est. Cost $63.82 Unrealized
HIG HARTFORD INSURANCE GROUP INC COM 0.0%
Value ($000) $3,798 (+5.4%) Shares 27,564 (+2.0%) Est. Cost $63.26 Unrealized +108.0%
GTO INVESCO ACTIVELY MANAGED EXC TOTAL RETURN 0.0%
Value ($000) $4,247 (+4.8%) Shares 89,558 (+5.0%) Est. Cost $47.35 Unrealized
JMEE J P MORGAN EXCHANGE TRADED F SMALL MID CAP 0.0%
Value ($000) $3,196 (+6.3%) Shares 49,647 (+4.7%) Est. Cost $56.51 Unrealized
VIGI VANGUARD WHITEHALL FDS INTL DVD ETF 0.0%
Value ($000) $5,498 (+3.5%) Shares 60,121 (+1.4%) Est. Cost $74.06 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $10,350 (+1.8%) Shares 29,329 (+2.9%) Est. Cost $259.88 Unrealized +34.4%
BNDX VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 0.0%
Value ($000) $5,387 (+3.5%) Shares 111,485 (+6.0%) Est. Cost $52.97 Unrealized
FTS FORTIS INC COM 0.0%
Value ($000) $1,921 (+10.6%) Shares 36,987 (+8.0%) Est. Cost $30.02 Unrealized +69.3%
USFR WISDOMTREE TR FLOATNG RAT TREA 0.0%
Value ($000) $5,700 (+3.3%) Shares 113,280 (+3.2%) Est. Cost $50.30 Unrealized
DVA DAVITA INC COM 0.0%
Value ($000) $1,160 (-13.4%) Shares 10,206 (+1.2%) Est. Cost $138.21 Unrealized -12.0%
HAP VANECK ETF TRUST NATURAL RESOURC 0.0%
Value ($000) $2,860 (+6.6%) Shares 47,559 (+1.1%) Est. Cost $47.91 Unrealized
SGI SOMNIGROUP INTERNATIONAL INC COM 0.0%
Value ($000) $1,869 (+10.3%) Shares 20,937 (+4.2%) Est. Cost $45.61 Unrealized +91.6%
HYGV FLEXSHARES TR HIG YLD VL ETF 0.0%
Value ($000) $1,122 (+18.2%) Shares 27,556 (+19.6%) Est. Cost $40.71 Unrealized
VGLT VANGUARD SCOTTSDALE FDS LONG TERM TREAS 0.0%
Value ($000) $18,461 (+0.9%) Shares 330,834 (+2.8%) Est. Cost $57.73 Unrealized
CLS CELESTICA INC COM 0.0%
Value ($000) $566 (+41.5%) Shares 1,916 (+17.9%) Est. Cost $89.44 Unrealized +237.0%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $7,323 (+2.3%) Shares 5,507 (+1.3%) Est. Cost $668.84 Unrealized +96.0%
SWK STANLEY BLACK DECKER INC COM 0.0%
Value ($000) $4,269 (+3.9%) Shares 57,476 (+4.0%) Est. Cost $72.48 Unrealized -3.6%
VNQ VANGUARD INDEX FDS REAL ESTATE ETF 0.1%
Value ($000) $34,598 (+0.5%) Shares 390,977 (+3.8%) Est. Cost $87.96 Unrealized
GWRE GUIDEWIRE SOFTWARE INC COM 0.0%
Value ($000) $1,499 (+11.4%) Shares 7,457 (+27.4%) Est. Cost $151.64 Unrealized +45.9%
COO COOPER COS INC COM 0.0%
Value ($000) $779 (+24.4%) Shares 9,509 (+4.1%) Est. Cost $85.86 Unrealized -12.8%
IHAK ISHARES TR CYBERSECURITY 0.0%
Value ($000) $2,729 (-5.3%) Shares 56,705 (+3.0%) Est. Cost $44.57 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD RBA INDL ETF 0.0%
Value ($000) $3,255 (+4.8%) Shares 33,107 (+3.1%) Est. Cost $96.73 Unrealized
FDD FIRST TR EXCHANGE-TRADED FD COMMON SHS 0.0%
Value ($000) $490 (+43.6%) Shares 28,004 (+32.6%) Est. Cost $15.14 Unrealized
DFUV DIMENSIONAL ETF TRUST US MKTWIDE VALUE 0.0%
Value ($000) $1,462 (+11.3%) Shares 31,377 (+6.7%) Est. Cost $23.72 Unrealized
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $2,034 (-6.7%) Shares 15,353 (+5.6%) Est. Cost $104.08 Unrealized +40.7%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $3,184 (+4.7%) Shares 11,163 (+12.9%) Est. Cost $201.39 Unrealized +45.6%
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.0%
Value ($000) $793 (+22.0%) Shares 125,947 (+33.8%) Est. Cost $7.00 Unrealized
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $477 (+42.6%) Shares 95,417 (+44.6%) Est. Cost $7.69 Unrealized
NDSN NORDSON CORP COM 0.0%
Value ($000) $1,243 (+12.8%) Shares 5,170 (+6.5%) Est. Cost $212.37 Unrealized +10.3%
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value ($000) $1,811 (-7.2%) Shares 34,598 (+5.9%) Est. Cost $53.46 Unrealized -2.5%
PFM INVESCO EXCHANGE TRADED FD T DIVID ACHIEVEV 0.0%
Value ($000) $4,480 (+3.2%) Shares 86,974 (+1.7%) Est. Cost $36.30 Unrealized
IYC ISHARES TR US CONSUM DISCRE 0.0%
Value ($000) $438 (+46.6%) Shares 4,249 (+49.0%) Est. Cost $86.01 Unrealized
SABA CAPITAL INCOME OPRNT SHS NEW 0.0%
Value ($000) $1,297 (+11.9%) Shares 185,004 (+24.1%) Est. Cost $6.51 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $892 (+18.2%) Shares 15,757 (+10.8%) Est. Cost $42.50 Unrealized
XJH ISHARES TR ESG SELECT SCRE 0.0%
Value ($000) $725 (+23.1%) Shares 16,248 (+20.8%) Est. Cost $40.08 Unrealized
ACWX ISHARES TR MSCI ACWI EX US 0.0%
Value ($000) $2,871 (+4.9%) Shares 42,769 (+1.6%) Est. Cost $39.48 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $277 (+90.0%) Shares 27,371 (+68.6%) Est. Cost $9.82 Unrealized
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $762 (+20.0%) Shares 10,867 (+31.1%) Est. Cost $59.46 Unrealized +22.3%
PII POLARIS INC COM 0.0%
Value ($000) $342 (+58.7%) Shares 5,406 (+45.9%) Est. Cost $57.67 Unrealized +14.2%
BBJP J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN 0.0%
Value ($000) $4,054 (+3.2%) Shares 61,514 (+3.9%) Est. Cost $54.68 Unrealized
IQDF FLEXSHARES TR INTL QLTDV IDX 0.0%
Value ($000) $1,472 (+9.3%) Shares 48,419 (+2.6%) Est. Cost $24.08 Unrealized
WESTERN ASSET DIVERSIFIED IN COM SHS BEN INT 0.0%
Value ($000) $604 (+24.9%) Shares 43,734 (+33.0%) Est. Cost $14.58 Unrealized
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $571 (+26.5%) Shares 43,014 (+16.3%) Est. Cost $15.09 Unrealized -16.3%
TPB TURNING PT BRANDS INC COM 0.0%
Value ($000) $362 (+48.2%) Shares 3,342 (+35.1%) Est. Cost $75.76 Unrealized +29.1%
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $1,904 (+6.4%) Shares 42,941 (+1.3%) Est. Cost $34.10 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $2,398 (+4.9%) Shares 40,934 (+9.5%) Est. Cost $55.56 Unrealized +7.5%
AEIS ADVANCED ENERGY INDS COM 0.0%
Value ($000) $530 (+26.7%) Shares 2,530 (+2.9%) Est. Cost $118.98 Unrealized +71.0%
CSL CARLISLE COS INC COM 0.0%
Value ($000) $873 (+14.6%) Shares 2,729 (+17.9%) Est. Cost $272.02 Unrealized +18.6%
SIXG ETF SER SOLUTIONS DEFIANCE CONNECT 0.0%
Value ($000) $2,115 (+5.4%) Shares 33,124 (+1.9%) Est. Cost $29.50 Unrealized
VAW VANGUARD WORLD FD MATERIALS ETF 0.0%
Value ($000) $1,056 (+11.5%) Shares 5,088 (+10.1%) Est. Cost $172.08 Unrealized
SAGP ADVISORS INNER CIRCLE FD III STRATEGAS GBL PO 0.0%
Value ($000) $21,140 (+0.5%) Shares 623,927 (+2.2%) Est. Cost $28.50 Unrealized
DXJ WISDOMTREE TR JAPN HEDGE EQT 0.0%
Value ($000) $777 (+16.2%) Shares 5,392 (+3.2%) Est. Cost $99.34 Unrealized
SPDW SPDR INDEX SHS FDS PORTFOLIO DEVLPD 0.0%
Value ($000) $1,664 (+6.9%) Shares 37,459 (+3.0%) Est. Cost $37.26 Unrealized
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $451 (-19.3%) Shares 4,125 (+4.5%) Est. Cost $138.36 Unrealized
SF STIFEL FINL CORP COM 0.0%
Value ($000) $661 (+19.4%) Shares 5,280 (+8.2%) Est. Cost $65.92 Unrealized +81.4%
IGV ISHARES TR EXPANDED TECH 0.0%
Value ($000) $3,334 (+3.3%) Shares 31,544 (+12.4%) Est. Cost $91.00 Unrealized
IQLT ISHARES TR MSCI INTL QUALTY 0.0%
Value ($000) $320 (+49.1%) Shares 7,047 (+45.0%) Est. Cost $40.57 Unrealized
VVV VALVOLINE INC COM 0.0%
Value ($000) $973 (-9.6%) Shares 33,486 (+11.7%) Est. Cost $32.92 Unrealized -2.5%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $1,424 (-6.8%) Shares 5,104 (+8.2%) Est. Cost $152.43 Unrealized +84.7%
UCON FIRST TR EXCHNG TRADED FD VI SMITH UNCONSTRAI 0.0%
Value ($000) $7,108 (+1.5%) Shares 282,419 (+1.5%) Est. Cost $21.74 Unrealized
ATGE ADTALEM GLOBAL ED INC COM 0.0%
Value ($000) $348 (-22.1%) Shares 3,365 (+16.3%) Est. Cost $95.28 Unrealized +20.2%
PCH POTLATCHDELTIC CORPORATION COM 0.0%
Value ($000) $3,201 (+3.2%) Shares 80,477 (+5.7%) Est. Cost $43.33 Unrealized
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $12,102 (+0.8%) Shares 263,727 (+50.7%) Est. Cost $33.83 Unrealized +34.6%
XOP SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $307 (+45.5%) Shares 2,432 (+52.4%) Est. Cost $130.16 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $511 (+22.9%) Shares 5,427 (+4.3%) Est. Cost $61.42 Unrealized +37.5%
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $439 (+27.4%) Shares 6,330 (+5.3%) Est. Cost $53.35 Unrealized +15.9%
ACVA ACV AUCTIONS INC COM CL A 0.0%
Value ($000) $434 (+27.5%) Shares 54,131 (+57.5%) Est. Cost $13.32 Unrealized -39.3%
SCHH SCHWAB STRATEGIC TR US REIT ETF 0.0%
Value ($000) $4,493 (-2.0%) Shares 215,079 (+1.2%) Est. Cost $20.74 Unrealized
HMC HONDA MOTOR LTD ADR ECH CNV IN 3 0.0%
Value ($000) $3,750 (-2.4%) Shares 127,212 (+2.0%) Est. Cost $29.77 Unrealized
ARKK ARK ETF TR INNOVATION ETF 0.0%
Value ($000) $3,037 (-2.9%) Shares 39,480 (+8.9%) Est. Cost $70.35 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 0.0%
Value ($000) $3,470 (+2.7%) Shares 91,629 (+3.9%) Est. Cost $36.93 Unrealized
DES WISDOMTREE TR US SMALLCAP DIVD 0.0%
Value ($000) $4,989 (+1.8%) Shares 149,147 (+2.5%) Est. Cost $26.89 Unrealized
EWJ ISHARES INC MSCI JAPAN ETF 0.0%
Value ($000) $2,163 (+4.3%) Shares 26,786 (+3.6%) Est. Cost $78.83 Unrealized
FUBO FUBOTV INC CLASS A COM SHS 0.0%
Value ($000) $159 (-35.6%) Shares 62,938 (+6.1%) Est. Cost $2.15 Unrealized +54.4%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $1,985 (-4.2%) Shares 22,074 (+4.9%) Est. Cost $118.85 Unrealized -20.4%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $2,784 (-3.0%) Shares 13,498 (+2.5%) Est. Cost $123.69 Unrealized +63.6%
SPEM SPDR INDEX SHS FDS PORTFOLIO EMG MK 0.0%
Value ($000) $913 (+10.4%) Shares 19,496 (+10.4%) Est. Cost $43.31 Unrealized
WESTERN ASST INFLTN LKD INM COM SH BEN INT 0.0%
Value ($000) $3,862 (+2.3%) Shares 467,023 (+4.1%) Est. Cost $9.80 Unrealized
FBK FB FINL CORP COM 0.0%
Value ($000) $561 (+17.7%) Shares 10,045 (+17.6%) Est. Cost $44.81 Unrealized +24.1%
PULS PGIM ETF TR PGIM ULTRA SH BD 0.0%
Value ($000) $7,756 (+1.1%) Shares 156,409 (+1.6%) Est. Cost $49.56 Unrealized
GTLS CHART INDS INC COM 0.0%
Value ($000) $283 (+41.4%) Shares 1,372 (+37.2%) Est. Cost $168.87 Unrealized +20.0%
BAH BOOZ ALLEN HAMILTON HLDG COR CL A 0.0%
Value ($000) $987 (+9.0%) Shares 11,698 (+29.1%) Est. Cost $100.53 Unrealized -12.0%
AWR AMER STATES WTR CO COM 0.0%
Value ($000) $465 (+21.1%) Shares 6,418 (+22.5%) Est. Cost $75.38 Unrealized -2.7%
CHWY CHEWY INC CL A 0.0%
Value ($000) $409 (-16.5%) Shares 12,381 (+2.2%) Est. Cost $35.95 Unrealized -3.4%
ONB OLD NATL BANCORP IND COM 0.0%
Value ($000) $769 (+11.7%) Shares 34,490 (+9.9%) Est. Cost $16.98 Unrealized +27.0%
HUBB HUBBELL INC COM 0.0%
Value ($000) $1,162 (+7.1%) Shares 2,617 (+3.8%) Est. Cost $329.80 Unrealized +32.6%
NI NISOURCE INC COM 0.0%
Value ($000) $408 (+23.4%) Shares 9,761 (+28.0%) Est. Cost $28.31 Unrealized +50.6%
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value ($000) $405 (+22.5%) Shares 64,550 (+23.7%) Est. Cost $6.51 Unrealized
SXI STANDEX INTL CORP COM 0.0%
Value ($000) $443 (+20.1%) Shares 2,038 (+17.1%) Est. Cost $159.67 Unrealized +45.2%
GABELLI MULTIMEDIA TR INC COM 0.0%
Value ($000) $433 (+20.6%) Shares 103,166 (+23.4%) Est. Cost $4.28 Unrealized
IRT INDEPENDENCE RLTY TR INC COM 0.0%
Value ($000) $313 (+30.8%) Shares 17,911 (+22.7%) Est. Cost $14.36 Unrealized
SCI SERVICE CORP INTL COM 0.0%
Value ($000) $472 (+17.2%) Shares 6,052 (+25.1%) Est. Cost $63.64 Unrealized +25.7%
FNDX SCHWAB STRATEGIC TR FUNDAMENTAL US L 0.0%
Value ($000) $644 (+12.0%) Shares 23,653 (+8.3%) Est. Cost $23.91 Unrealized
USRT ISHARES TR CRE U S REIT ETF 0.0%
Value ($000) $719 (+10.6%) Shares 12,619 (+14.0%) Est. Cost $57.76 Unrealized
FIRST TR SR FLTG RATE INCOME COM 0.0%
Value ($000) $690 (+11.0%) Shares 68,476 (+10.2%) Est. Cost $10.09 Unrealized
FCFS FIRSTCASH HOLDINGS INC COM 0.0%
Value ($000) $567 (+13.6%) Shares 3,559 (+12.9%) Est. Cost $130.21 Unrealized +20.6%
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $528 (+14.6%) Shares 9,025 (+10.8%) Est. Cost $54.63 Unrealized -0.3%
O REALTY INCOME CORP COM 0.0%
Value ($000) $4,090 (-1.6%) Shares 72,555 (+6.1%) Est. Cost $48.67 Unrealized +17.8%
GIL GILDAN ACTIVEWEAR INC COM 0.0%
Value ($000) $711 (+10.4%) Shares 11,383 (+2.2%) Est. Cost $48.98 Unrealized +21.4%
HEGD LISTED FDS TR SWAN HEDGED EQTY 0.0%
Value ($000) $1,920 (+3.6%) Shares 76,166 (+2.4%) Est. Cost $21.09 Unrealized
UUP INVESCO DB US DLR INDEX TR BULLISH FD 0.0%
Value ($000) $1,936 (+3.4%) Shares 71,612 (+5.3%) Est. Cost $26.89 Unrealized
MGEE MGE ENERGY INC COM 0.0%
Value ($000) $499 (+14.3%) Shares 6,361 (+22.7%) Est. Cost $76.85 Unrealized +6.5%
LOPE GRAND CANYON ED INC COM 0.0%
Value ($000) $376 (-14.2%) Shares 2,259 (+13.2%) Est. Cost $174.62 Unrealized +3.6%
HRB BLOCK H R INC COM 0.0%
Value ($000) $810 (-7.1%) Shares 18,589 (+7.8%) Est. Cost $32.37 Unrealized +43.4%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $475 (+14.5%) Shares 45,585 (+35.4%) Est. Cost $9.47 Unrealized +45.6%
IYF ISHARES TR U.S. FINLS ETF 0.0%
Value ($000) $1,149 (+5.4%) Shares 8,911 (+3.5%) Est. Cost $92.81 Unrealized
GSHD GOOSEHEAD INS INC COM CL A 0.0%
Value ($000) $482 (+13.8%) Shares 6,543 (+15.0%) Est. Cost $72.37 Unrealized -1.6%
FHI FEDERATED HERMES INC CL B 0.0%
Value ($000) $1,494 (+4.0%) Shares 28,697 (+3.7%) Est. Cost $24.34 Unrealized +106.7%
GUGGENHEIM ACTIVE ALLOC FD COMMON STOCK 0.0%
Value ($000) $10,854 (+0.5%) Shares 708,042 (+2.3%) Est. Cost $14.70 Unrealized
SPTI SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $1,553 (+3.7%) Shares 53,835 (+3.9%) Est. Cost $28.90 Unrealized
FUL FULLER H B CO COM 0.0%
Value ($000) $537 (+11.5%) Shares 9,023 (+11.1%) Est. Cost $60.52 Unrealized -3.3%
TDIV FIRST TR EXCHANGE TRADED FD NASD TECH DIV 0.0%
Value ($000) $3,001 (+1.9%) Shares 30,985 (+3.7%) Est. Cost $70.27 Unrealized
H HYATT HOTELS CORP COM CL A 0.0%
Value ($000) $262 (+26.2%) Shares 1,635 (+11.8%) Est. Cost $144.21 Unrealized +6.2%
GEVO GEVO INC COM PAR 0.0%
Value ($000) $103 (+110.2%) Shares 51,500 (+106.0%) Est. Cost $4.79 Unrealized -54.0%
BKH BLACK HILLS CORP COM 0.0%
Value ($000) $354 (+17.9%) Shares 5,096 (+4.6%) Est. Cost $58.29 Unrealized +14.0%
XLY SELECT SECTOR SPDR TR STATE STREET CON 0.0%
Value ($000) $9,630 (-0.6%) Shares 80,644 (+99.6%) Est. Cost $131.65 Unrealized
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $1,115 (-4.5%) Shares 7,004 (+6.4%) Est. Cost $114.44 Unrealized +45.6%
XLB SELECT SECTOR SPDR TR STATE STREET MAT 0.0%
Value ($000) $1,590 (-3.2%) Shares 35,063 (+91.4%) Est. Cost $65.65 Unrealized
TOTL SSGA ACTIVE ETF TR STATE STREET DOU 0.0%
Value ($000) $1,323 (+4.0%) Shares 32,868 (+4.8%) Est. Cost $39.55 Unrealized
TRI CONTL CORP COM 0.0%
Value ($000) $256 (+24.1%) Shares 7,852 (+29.2%) Est. Cost $31.89 Unrealized
FEMS FIRST TR EXCH TRD ALPHDX FD EM SML CP ALPH 0.0%
Value ($000) $1,309 (-3.6%) Shares 31,096 (+1.2%) Est. Cost $37.41 Unrealized
IYE ISHARES TR U.S. ENERGY ETF 0.0%
Value ($000) $1,333 (+3.8%) Shares 28,038 (+3.7%) Est. Cost $35.43 Unrealized
RVTY REVVITY INC COM 0.0%
Value ($000) $460 (+11.6%) Shares 4,758 (+1.1%) Est. Cost $105.69 Unrealized -9.2%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $697 (-6.4%) Shares 1,364 (+7.4%) Est. Cost $437.89 Unrealized +20.3%
FELE FRANKLIN ELEC INC COM 0.0%
Value ($000) $924 (+5.4%) Shares 9,675 (+5.0%) Est. Cost $85.14 Unrealized +11.7%
OMFL INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 0.0%
Value ($000) $513 (+10.0%) Shares 8,385 (+8.4%) Est. Cost $58.04 Unrealized
PUTNAM PREMIER INCOME TR SH BEN INT 0.0%
Value ($000) $549 (+9.2%) Shares 155,001 (+13.8%) Est. Cost $3.65 Unrealized
THLV THOR FINL TECHNOLOGIES TR EQUAL WEIGHT LOW 0.0%
Value ($000) $432 (+12.0%) Shares 14,447 (+12.6%) Est. Cost $30.00 Unrealized
MSA MSA SAFETY INC COM 0.0%
Value ($000) $544 (+9.2%) Shares 3,396 (+17.4%) Est. Cost $157.85 Unrealized +3.1%
HSY HERSHEY CO COM 0.0%
Value ($000) $8,457 (-0.5%) Shares 46,472 (+2.2%) Est. Cost $127.12 Unrealized +43.2%
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value ($000) $106 (+75.2%) Shares 19,926 (+50.1%) Est. Cost $4.79 Unrealized
INDA ISHARES TR MSCI INDIA ETF 0.0%
Value ($000) $257 (+21.2%) Shares 4,755 (+16.7%) Est. Cost $55.45 Unrealized
SPIB SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $541 (+9.0%) Shares 16,002 (+9.2%) Est. Cost $6.36 Unrealized
PSMT PRICESMART INC COM 0.0%
Value ($000) $1,459 (+3.1%) Shares 11,895 (+1.8%) Est. Cost $91.00 Unrealized +33.5%
PUTNAM MASTER INTER INCOME T SH BEN INT 0.0%
Value ($000) $99 (+79.0%) Shares 29,500 (+84.4%) Est. Cost $3.39 Unrealized
RRC RANGE RES CORP COM 0.0%
Value ($000) $727 (+6.3%) Shares 20,611 (+13.5%) Est. Cost $29.26 Unrealized +27.3%
RIVERNORTH OPPORTUNITIES FD COM 0.0%
Value ($000) $1,418 (+3.1%) Shares 120,777 (+5.3%) Est. Cost $7.67 Unrealized
PRDO PERDOCEO ED CORP COM 0.0%
Value ($000) $421 (-9.0%) Shares 14,359 (+16.8%) Est. Cost $21.16 Unrealized +48.8%
CWT CALIFORNIA WTR SVC GROUP COM 0.0%
Value ($000) $322 (+14.5%) Shares 7,423 (+21.3%) Est. Cost $46.34 Unrealized -2.6%
PREF PRINCIPAL EXCHANGE TRADED FD SPECTRUM PFD 0.0%
Value ($000) $4,747 (+0.9%) Shares 248,905 (+1.2%) Est. Cost $19.63 Unrealized
SIGI SELECTIVE INS GROUP INC COM 0.0%
Value ($000) $931 (+4.5%) Shares 11,133 (+1.2%) Est. Cost $85.66 Unrealized -7.0%
CPB THE CAMPBELLS COMPANY COM 0.0%
Value ($000) $895 (+4.6%) Shares 32,126 (+18.5%) Est. Cost $38.23 Unrealized -21.3%
LYB LYONDELLBASELL INDUSTRIES N SHS - A - 0.0%
Value ($000) $2,409 (-1.6%) Shares 55,642 (+11.5%) Est. Cost $60.23 Unrealized -26.2%
ABRDN ASIA PACIFIC INCOME FU COM NEW 0.0%
Value ($000) $661 (+6.2%) Shares 43,093 (+12.8%) Est. Cost $17.14 Unrealized
VDC VANGUARD WORLD FD CONSUM STP ETF 0.0%
Value ($000) $352 (+12.3%) Shares 1,667 (+13.6%) Est. Cost $198.37 Unrealized
KPTI KARYOPHARM THERAPEUTICS INC COM NEW 0.0%
Value ($000) $206 (+21.5%) Shares 27,993 (+7.9%) Est. Cost $5.26 Unrealized +16.4%
EHC ENCOMPASS HEALTH CORP COM 0.0%
Value ($000) $387 (+10.3%) Shares 3,648 (+32.0%) Est. Cost $101.37 Unrealized +14.1%
CC CHEMOURS CO COM 0.0%
Value ($000) $155 (-18.7%) Shares 13,110 (+9.2%) Est. Cost $14.50 Unrealized -11.8%
RWR SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $441 (+8.8%) Shares 4,487 (+11.1%) Est. Cost $91.79 Unrealized
BLACKROCK INCOME TR INC COM NEW 0.0%
Value ($000) $155 (+28.9%) Shares 14,008 (+31.2%) Est. Cost $11.19 Unrealized
FTGS FIRST TR EXCHANGE-TRADED FD GROWTH STRENGTH 0.0%
Value ($000) $6,248 (+0.6%) Shares 176,749 (+2.1%) Est. Cost $30.98 Unrealized
VTIP VANGUARD MALVERN FDS STRM INFPROIDX 0.0%
Value ($000) $3,495 (-0.9%) Shares 70,671 (+1.4%) Est. Cost $50.64 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $246 (+15.5%) Shares 1,011 (+27.0%) Est. Cost $263.01 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $136 (+31.6%) Shares 10,925 (+4.7%) Est. Cost $10.68 Unrealized +0.3%
SPXC SPX TECHNOLOGIES INC COM 0.0%
Value ($000) $334 (+10.6%) Shares 1,671 (+3.3%) Est. Cost $158.55 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $72,243 (-0.0%) Shares 616,355 (+5.5%) Est. Cost $74.67 Unrealized +62.8%
TTC TORO CO COM 0.0%
Value ($000) $348 (+10.0%) Shares 4,423 (+6.5%) Est. Cost $98.36 Unrealized -24.8%
ENSG ENSIGN GROUP INC COM 0.0%
Value ($000) $933 (+3.5%) Shares 5,356 (+2.6%) Est. Cost $88.85 Unrealized +102.1%
AEE AMEREN CORP COM 0.0%
Value ($000) $1,110 (-2.7%) Shares 11,120 (+1.7%) Est. Cost $87.66 Unrealized +16.3%
VIOO VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 0.0%
Value ($000) $875 (+3.6%) Shares 7,883 (+3.2%) Est. Cost $102.65 Unrealized
NUVEEN AMT FREE MUN CR INC F COM 0.0%
Value ($000) $197 (+18.2%) Shares 15,536 (+14.8%) Est. Cost $12.78 Unrealized
CRBN ISHARES TR LOW CARBON OPTIM 0.0%
Value ($000) $609 (+5.2%) Shares 2,643 (+3.5%) Est. Cost $138.61 Unrealized
GAMCO GLOBAL GOLD NAT RES COM SH BEN INT 0.0%
Value ($000) $543 (+5.6%) Shares 105,311 (+5.5%) Est. Cost $4.07 Unrealized
BCE BCE INC COM NEW 0.0%
Value ($000) $323 (+9.6%) Shares 13,569 (+7.6%) Est. Cost $30.40 Unrealized -24.2%
EQT EQT CORP COM 0.0%
Value ($000) $874 (+3.3%) Shares 16,300 (+4.9%) Est. Cost $48.75 Unrealized +15.1%
ADT ADT INC DEL COM 0.0%
Value ($000) $1,260 (-2.1%) Shares 156,117 (+5.6%) Est. Cost $8.05 Unrealized +2.7%
IYT ISHARES TR US TRSPRTION 0.0%
Value ($000) $398 (+7.1%) Shares 5,339 (+3.0%) Est. Cost $66.13 Unrealized
CALAMOS CONV HIGH INCOME F COM SHS 0.0%
Value ($000) $1,044 (+2.6%) Shares 92,350 (+1.8%) Est. Cost $10.42 Unrealized
NUVEEN SP 500 BUY-WRITE INC COM 0.0%
Value ($000) $466 (+5.9%) Shares 31,681 (+4.0%) Est. Cost $12.64 Unrealized
HIGHLAND OPPS INCOME FD HIGHLAND INCOME 0.0%
Value ($000) $578 (-4.1%) Shares 96,591 (+1.8%) Est. Cost $8.73 Unrealized
CLH CLEAN HARBORS INC COM 0.0%
Value ($000) $1,054 (+2.4%) Shares 4,497 (+1.4%) Est. Cost $170.70 Unrealized +33.9%
QTUM ETF SER SOLUTIONS DEFIANCE QUANTUM 0.0%
Value ($000) $354 (+7.2%) Shares 3,224 (+2.6%) Est. Cost $105.03 Unrealized
PEGA PEGASYSTEMS INC COM 0.0%
Value ($000) $272 (+9.6%) Shares 4,555 (+5.5%) Est. Cost $46.96 Unrealized +24.7%
BUG GLOBAL X FDS CYBRSCURTY ETF 0.0%
Value ($000) $302 (-7.2%) Shares 9,916 (+7.3%) Est. Cost $34.87 Unrealized
CGCB CAPITAL GRP FIXED INCM ETF T CORE BOND ETF 0.0%
Value ($000) $2,048 (+1.1%) Shares 77,235 (+1.3%) Est. Cost $26.22 Unrealized
GRID FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 0.0%
Value ($000) $602 (+3.8%) Shares 3,934 (+2.5%) Est. Cost $119.98 Unrealized
ROYCE SMALL CAP TRUST INC COM 0.0%
Value ($000) $450 (+5.1%) Shares 27,954 (+5.3%) Est. Cost $14.37 Unrealized
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value ($000) $512 (+4.4%) Shares 4,649 (+1.3%) Est. Cost $112.67 Unrealized -8.5%
NUVEEN REAL ESTATE INCOME FD COM 0.0%
Value ($000) $4,433 (+0.5%) Shares 578,732 (+7.3%) Est. Cost $8.13 Unrealized
IBDR ISHARES TR IBONDS DEC2026 0.0%
Value ($000) $575 (+3.6%) Shares 23,748 (+3.9%) Est. Cost $23.90 Unrealized
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $301 (+7.1%) Shares 5,167 (+4.5%) Est. Cost $55.87 Unrealized -1.3%
SPHD INVESCO EXCH TRADED FD TR II SP500 HDL VOL 0.0%
Value ($000) $2,556 (-0.8%) Shares 53,241 (+2.2%) Est. Cost $47.41 Unrealized
IBDS ISHARES TR IBONDS 27 ETF 0.0%
Value ($000) $612 (+3.3%) Shares 25,226 (+3.6%) Est. Cost $23.90 Unrealized
RWO SPDR INDEX SHS FDS DJ GLB RL ES ETF 0.0%
Value ($000) $405 (+5.0%) Shares 8,992 (+6.7%) Est. Cost $48.46 Unrealized
III INFORMATION SVCS GROUP INC COM 0.0%
Value ($000) $91 (+26.3%) Shares 15,805 (+25.6%) Est. Cost $3.90 Unrealized +43.0%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $456 (+4.3%) Shares 10,180 (+6.7%) Est. Cost $34.29 Unrealized +33.4%
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $148 (-11.2%) Shares 12,463 (+5.5%) Est. Cost $12.44 Unrealized +5.0%
FNY FIRST TR EXCHANGE-TRADED ALP MID CP GR ALPH 0.0%
Value ($000) $730 (+2.4%) Shares 8,002 (+2.9%) Est. Cost $54.41 Unrealized
SABA CAPITAL INCOME OPPORT COM NEW 0.0%
Value ($000) $840 (-2.0%) Shares 101,818 (+8.4%) Est. Cost $8.64 Unrealized
PBI PITNEY BOWES INC COM 0.0%
Value ($000) $166 (+11.2%) Shares 15,705 (+20.1%) Est. Cost $5.52 Unrealized +87.7%
PTNQ PACER FDS TR TRENDPILOT 100 0.0%
Value ($000) $276 (+6.1%) Shares 3,512 (+4.6%) Est. Cost $71.34 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value ($000) $170 (+10.1%) Shares 13,712 (+13.1%) Est. Cost $11.28 Unrealized +9.5%
FTEC FIDELITY COVINGTON TRUST MSCI INFO TECH I 0.0%
Value ($000) $569 (+2.7%) Shares 2,534 (+1.6%) Est. Cost $159.16 Unrealized
WESTERN AST INFL LKD OPP I COM 0.0%
Value ($000) $4,778 (+0.3%) Shares 556,268 (+3.8%) Est. Cost $9.80 Unrealized
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $860 (+1.8%) Shares 3,401 (+4.2%) Est. Cost $227.27 Unrealized +12.0%
VIV TELEFONICA BRASIL SA SPONSORED ADS 0.0%
Value ($000) $543 (+2.8%) Shares 45,801 (+10.5%) Est. Cost $12.67 Unrealized
EXP EAGLE MATLS INC COM 0.0%
Value ($000) $248 (-5.6%) Shares 1,199 (+6.5%) Est. Cost $248.74 Unrealized -11.4%
PTLC PACER FDS TR TRENDP US LAR CP 0.0%
Value ($000) $455 (+3.1%) Shares 8,186 (+1.6%) Est. Cost $42.36 Unrealized
EATON VANCE LIMITED DURATION COM 0.0%
Value ($000) $1,766 (-0.8%) Shares 178,160 (+1.6%) Est. Cost $9.63 Unrealized
SMIG ETF SER SOLUTIONS BAHL GAYNOR SML 0.0%
Value ($000) $735 (+1.9%) Shares 25,507 (+4.8%) Est. Cost $29.58 Unrealized
ESNT ESSENT GROUP LTD COM 0.0%
Value ($000) $252 (+5.5%) Shares 3,883 (+3.1%) Est. Cost $57.82 Unrealized +7.4%
ADC AGREE RLTY CORP COM 0.0%
Value ($000) $338 (+3.9%) Shares 4,689 (+2.5%) Est. Cost $42.39 Unrealized
UVV UNIVERSAL CORP VA COM 0.0%
Value ($000) $238 (+5.1%) Shares 4,512 (+11.4%) Est. Cost $48.30 Unrealized +10.0%
FLTR VANECK ETF TRUST IG FLOATING RATE 0.0%
Value ($000) $272 (+4.4%) Shares 10,675 (+4.8%) Est. Cost $25.45 Unrealized
IBDU ISHARES TR IBONDS DEC 29 0.0%
Value ($000) $272 (+4.2%) Shares 11,638 (+4.5%) Est. Cost $23.47 Unrealized
KAYNE ANDERSON ENERGY INFRST COM 0.0%
Value ($000) $613 (+1.8%) Shares 49,522 (+1.7%) Est. Cost $9.03 Unrealized
SSB SOUTHSTATE BK CORP COM 0.0%
Value ($000) $278 (+4.0%) Shares 2,955 (+9.3%) Est. Cost $96.29 Unrealized -4.6%
IAGG ISHARES TR CORE INTL AGGR 0.0%
Value ($000) $2,802 (-0.4%) Shares 56,031 (+2.0%) Est. Cost $51.10 Unrealized
MTZ MASTEC INC COM 0.0%
Value ($000) $226 (+4.8%) Shares 1,039 (+2.6%) Est. Cost $183.79 Unrealized +14.2%
ESE ESCO TECHNOLOGIES INC COM 0.0%
Value ($000) $316 (-3.1%) Shares 1,619 (+4.7%) Est. Cost $87.17 Unrealized +141.7%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $2,899 (-0.3%) Shares 33,184 (+4.3%) Est. Cost $69.81 Unrealized +27.9%
MZTI MARZETTI COMPANY COM 0.0%
Value ($000) $371 (-2.4%) Shares 2,255 (+2.5%) Est. Cost $177.44 Unrealized -5.9%
RIFR RUSSELL INVTS EXCHANGE TRADE GLOBAL INFRASTRU 0.0%
Value ($000) $1,106 (+0.8%) Shares 42,896 (+1.5%) Est. Cost $25.22 Unrealized
INVESCO MUNI INCOME OPP TRST COM 0.0%
Value ($000) $108 (+8.4%) Shares 18,001 (+8.7%) Est. Cost $3.42 Unrealized
NUVEEN REAL ASSET INCOME G COM 0.0%
Value ($000) $428 (+1.8%) Shares 31,415 (+6.6%) Est. Cost $13.82 Unrealized
PRINCIPAL REAL ESTATE INCOME SHS BEN INT 0.0%
Value ($000) $180 (+4.3%) Shares 17,970 (+9.0%) Est. Cost $10.46 Unrealized
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value ($000) $30,213 (-0.0%) Shares 335,584 (+3.6%) Est. Cost $70.38 Unrealized +30.4%
SXC SUNCOKE ENERGY INC COM 0.0%
Value ($000) $165 (-3.4%) Shares 22,929 (+9.5%) Est. Cost $8.42 Unrealized -12.6%
RRX REGAL REXNORD CORPORATION COM 0.0%
Value ($000) $1,444 (+0.4%) Shares 10,291 (+2.6%) Est. Cost $145.03 Unrealized -1.9%
HGER HARBOR ETF TRUST HARBOR COMMODITY 0.0%
Value ($000) $514 (+1.1%) Shares 20,705 (+5.1%) Est. Cost $25.75 Unrealized
RIVERNORTH DOUBLELINE STRATE COM 0.0%
Value ($000) $1,253 (-0.4%) Shares 157,625 (+6.9%) Est. Cost $5.86 Unrealized
BDC BELDEN INC COM 0.0%
Value ($000) $249 (-1.8%) Shares 2,138 (+1.3%) Est. Cost $97.56 Unrealized +19.5%
BANK AMERICA CORP 7.25CNV PFD L 0.0%
Value ($000) $1,187 (+0.4%) Shares 948 (+2.6%) Est. Cost $1309.82 Unrealized
LIBERTY ALL-STAR GROWTH FD I COM 0.0%
Value ($000) $116 (-3.3%) Shares 21,907 (+1.3%) Est. Cost $5.02 Unrealized
EG EVEREST GROUP LTD COM 0.0%
Value ($000) $416 (-0.9%) Shares 1,225 (+2.3%) Est. Cost $285.34 Unrealized +15.7%
OKTA OKTA INC CL A 0.0%
Value ($000) $755 (-0.5%) Shares 8,737 (+5.5%) Est. Cost $97.13 Unrealized -10.2%
BLACKROCK CAP ALLOCATION TER COM 0.0%
Value ($000) $1,131 (-0.3%) Shares 79,892 (+4.1%) Est. Cost $14.67 Unrealized
AVIG AMERICAN CENTY ETF TR AVANTIS CORE FI 0.0%
Value ($000) $306 (+1.1%) Shares 7,310 (+1.4%) Est. Cost $42.10 Unrealized
XAWPX ABRDN GLOBAL PREMIER PPTYS F COM SH BEN INT 0.0%
Value ($000) $462 (+0.7%) Shares 120,325 (+4.1%) Est. Cost $5.26 Unrealized
SCHE SCHWAB STRATEGIC TR EMRG MKTEQ ETF 0.0%
Value ($000) $814 (+0.3%) Shares 24,858 (+2.2%) Est. Cost $19.66 Unrealized
IBHG ISHARES TR IBONDS 2027 TERM 0.0%
Value ($000) $352 (+0.7%) Shares 15,754 (+1.5%) Est. Cost $22.26 Unrealized
VOYA GLBL ADV PREM OPP FD COM 0.0%
Value ($000) $895 (-0.3%) Shares 92,051 (+1.8%) Est. Cost $9.82 Unrealized
NPO ENPRO INC COM 0.0%
Value ($000) $470 (+0.5%) Shares 2,193 (+6.1%) Est. Cost $98.43 Unrealized +124.7%
LVHD LEGG MASON ETF INVT FRANKLIN US LOW 0.0%
Value ($000) $1,877 (+0.1%) Shares 47,056 (+3.7%) Est. Cost $39.37 Unrealized
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $540 (-0.0%) Shares 4,357 (+4.1%) Est. Cost $123.89 Unrealized
IPAR INTERPARFUMS INC COM 0.0%
Value ($000) $358 (+0.0%) Shares 4,218 (+16.0%) Est. Cost $86.55 Unrealized +1.7%

Exited Positions (92)

DKNG DRAFTKINGS INC NEW A 0.1%
Value ($000) $44,349 Shares 1,185,814 Est. Cost $41.06 Unrealized -19.9%
UNILEVER PLC ADR SPON NEW 0.0%
Value ($000) $14,680 Shares 247,643 Est. Cost $56.21 Unrealized
NCLH NORWEGIAN CRUISE LINE 0.0%
Value ($000) $12,797 Shares 519,550 Est. Cost $21.80 Unrealized -3.2%
INV BULLET 2025 CORP ETF 0.0%
Value ($000) $11,639 Shares 562,542 Est. Cost $20.47 Unrealized
ISHS IBONDS DEC 2025 ETF 0.0%
Value ($000) $6,809 Shares 291,427 Est. Cost $23.03 Unrealized
ALAB ASTERA LABS INC 0.0%
Value ($000) $5,593 Shares 28,563 Est. Cost $75.44 Unrealized +121.8%
LTBR LIGHTBRIDGE CORP 0.001 0.0%
Value ($000) $5,564 Shares 262,306 Est. Cost $14.27 Unrealized
EXTR EXTREME NETWORKS COM 0.0%
Value ($000) $4,744 Shares 229,714 Est. Cost $19.87 Unrealized -7.6%
PJT PJT PARTNERS INC 0.0%
Value ($000) $4,643 Shares 26,124 Est. Cost $179.55 Unrealized -4.8%
PFFD GLOBAL X US PFD ETF 0.0%
Value ($000) $4,463 Shares 229,684 Est. Cost $12.24 Unrealized
JOBY JOBY AVIATION COMMON STOCK 0.0%
Value ($000) $4,345 Shares 269,234 Est. Cost $15.19 Unrealized +1.1%
DBMF IMGP DBI MANAGED FUTURES STRAT 0.0%
Value ($000) $4,091 Shares 149,781 Est. Cost $26.62 Unrealized
COUR COURSERA INC COM 0.0%
Value ($000) $4,053 Shares 346,073 Est. Cost $8.71 Unrealized -0.1%
CLSK CLEANSPARK INC COM NEW 0.0%
Value ($000) $4,049 Shares 279,223 Est. Cost $9.71 Unrealized +54.4%
NIO NIO INC ADS 0.0%
Value ($000) $2,589 Shares 339,810 Est. Cost $7.62 Unrealized
PLNT PLANET FITNESS INC CL A 0.0%
Value ($000) $2,325 Shares 22,395 Est. Cost $100.65 Unrealized +2.3%
KELLANOVA 0.0%
Value ($000) $2,305 Shares 28,107 Est. Cost $54.44 Unrealized +51.8%
TOTAL SA SPONSORED ADR 0.0%
Value ($000) $2,261 Shares 37,879 Est. Cost $56.75 Unrealized
IONQ IONQ INC COM 0.0%
Value ($000) $2,152 Shares 34,989 Est. Cost $47.02 Unrealized +19.2%
NBIS NEBIUS GROUP N V CL A 0.0%
Value ($000) $2,124 Shares 18,921 Est. Cost $69.43 Unrealized +49.3%
VSAT VIASAT INC 0.0%
Value ($000) $2,103 Shares 71,785 Est. Cost $23.92 Unrealized +47.6%
UAMY UNITED STATES ANTIMONY CORP COM 0.0%
Value ($000) $2,007 Shares 323,636 Est. Cost $4.18 Unrealized +87.9%
AVAV AEROVIRONMENT INC COM 0.0%
Value ($000) $1,898 Shares 6,028 Est. Cost $258.71 Unrealized +21.5%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $1,897 Shares 53,610 Est. Cost $83.33 Unrealized -61.1%
ASPI ASP ISOTOPES INC 0.0%
Value ($000) $1,850 Shares 192,308 Est. Cost $9.22 Unrealized -13.7%
AIN ALBANY INTL CORP CLASS A 0.0%
Value ($000) $1,599 Shares 30,000 Est. Cost $62.93 Unrealized -18.1%
PEJ INV DYN LEISURE ENT ETF 0.0%
Value ($000) $1,321 Shares 21,805 Est. Cost $60.58 Unrealized
RSPU INV SP 500 EQUAL ETF 0.0%
Value ($000) $1,312 Shares 17,116 Est. Cost $67.25 Unrealized
EAT BRINKER INTL INC 0.0%
Value ($000) $1,262 Shares 9,964 Est. Cost $156.94 Unrealized -16.5%
ZETA ZETA GLOBAL HOLDINGS CORP CL A 0.0%
Value ($000) $1,136 Shares 57,178 Est. Cost $17.96 Unrealized +4.0%
INTERPUBLIC GROUP CO INC 0.0%
Value ($000) $1,107 Shares 39,678 Est. Cost $29.34 Unrealized -11.5%
IBUY AMPLIFY ONLINE RETAIL ETF 0.0%
Value ($000) $1,041 Shares 13,671 Est. Cost $64.65 Unrealized
ABRDN INC CR STR 0.0%
Value ($000) $953 Shares 164,266 Est. Cost $6.49 Unrealized
ISHARES TR IBONDS DEC 25 0.0%
Value ($000) $938 Shares 35,000 Est. Cost $26.74 Unrealized
KLIC KULICKE SOFFA INDS INC 0.0%
Value ($000) $927 Shares 22,807 Est. Cost $46.36 Unrealized -9.2%
CAEP CANTOR EQUITY PARTNERS III I SHS CL A 0.0%
Value ($000) $908 Shares 88,030 Est. Cost $10.47 Unrealized -0.9%
IPWR IDEAL POWER INC NEW 0.0%
Value ($000) $863 Shares 171,847 Est. Cost $11.56 Unrealized -61.9%
RPV INVESCO SP 500 PURE ETF 0.0%
Value ($000) $850 Shares 8,552 Est. Cost $93.35 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $842 Shares 45,960 Est. Cost $26.30 Unrealized -32.9%
ESAB ESAB CORP 0.0%
Value ($000) $829 Shares 7,420 Est. Cost $118.71 Unrealized -3.7%
EFAX SPDR MSCI EAFE FUEL ETF 0.0%
Value ($000) $751 Shares 15,220 Est. Cost $45.76 Unrealized
PREMIER INC CL A 0.0%
Value ($000) $638 Shares 22,944 Est. Cost $28.03 Unrealized
ISHARES TR IBONDS 25 TRM 0.0%
Value ($000) $613 Shares 26,416 Est. Cost $23.23 Unrealized
KRE SPDR SP REGL BNKG ETF 0.0%
Value ($000) $569 Shares 8,988 Est. Cost $58.35 Unrealized
ISHARES TR IBONDS DEC25 ETF 0.0%
Value ($000) $546 Shares 21,669 Est. Cost $24.81 Unrealized
CRWV COREWEAVE INC CL A 0.0%
Value ($000) $542 Shares 3,957 Est. Cost $99.90 Unrealized +1.5%
XEVMX EATON VANCE INSD CALIF 0.0%
Value ($000) $525 Shares 55,364 Est. Cost $4.07 Unrealized
MDB MONGODB INC A 0.0%
Value ($000) $422 Shares 1,360 Est. Cost $257.06 Unrealized +41.5%
GLXY GALAXY DIGITAL INC. CL A 0.0%
Value ($000) $394 Shares 11,657 Est. Cost $26.97 Unrealized +14.9%
SFM SPROUTS FARMERS MARKET 0.0%
Value ($000) $383 Shares 3,517 Est. Cost $155.35 Unrealized -42.2%
BMNR BITMINE IMMERSION TECNOLOGIE COM NEW 0.0%
Value ($000) $342 Shares 6,580 Est. Cost $50.65 Unrealized -20.0%
BBVA BANCO BILBAO VIZCAYA ARGENTARI 0.0%
Value ($000) $336 Shares 17,434 Est. Cost $19.25 Unrealized
AAON AAON INC COM PAR 0.004 0.0%
Value ($000) $328 Shares 3,510 Est. Cost $99.13 Unrealized -6.9%
CRCL CIRCLE INTERNET GROUP CL A 0.0%
Value ($000) $321 Shares 2,423 Est. Cost $162.91 Unrealized -36.6%
PIMCO DYNAMIC INCOME STRATEG COM SHS BEN INT 0.0%
Value ($000) $319 Shares 12,800 Est. Cost $25.59 Unrealized
CHTR CHARTER COMMNS INC NEW A 0.0%
Value ($000) $318 Shares 1,157 Est. Cost $480.54 Unrealized -53.2%
OWL BLUE OWL CAPITAL INC COM CL A 0.0%
Value ($000) $314 Shares 18,560 Est. Cost $19.02 Unrealized -17.8%
TENB TENABLE HLDGS INC COM 0.0%
Value ($000) $308 Shares 10,577 Est. Cost $33.42 Unrealized -18.2%
SLVM SYLVAMO CORP 0.0%
Value ($000) $295 Shares 6,664 Est. Cost $45.41 Unrealized -0.7%
CTGO CONTANGO ORE INC COM 0.0%
Value ($000) $278 Shares 11,146 Est. Cost $21.25 Unrealized +15.1%
HIMS HIMS HERS HEALTH INC 0.0%
Value ($000) $249 Shares 4,396 Est. Cost $51.24 Unrealized -16.4%
UFPI UFP INDUSTRIES INC 0.0%
Value ($000) $249 Shares 2,666 Est. Cost $78.38 Unrealized +16.8%
ACLS AXCELIS TECHS INC NEW 0.0%
Value ($000) $244 Shares 2,500 Est. Cost $80.54 Unrealized +4.0%
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $235 Shares 6,763 Est. Cost $31.64 Unrealized -15.4%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $219 Shares 5,216 Est. Cost $105.81 Unrealized -61.5%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $218 Shares 1,778 Est. Cost $131.53 Unrealized
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $217 Shares 1,135 Est. Cost $312.08 Unrealized -47.3%
NUBD NUVEEN ESG AGGR BD ETF 0.0%
Value ($000) $216 Shares 9,602 Est. Cost $22.19 Unrealized
FCG FT ISE REVR NAT GAS ETF 0.0%
Value ($000) $213 Shares 9,068 Est. Cost $16.41 Unrealized
WD WALKER DUNLOP INC 0.0%
Value ($000) $213 Shares 2,546 Est. Cost $79.32 Unrealized -11.1%
EFAD PROSH EAFE DIV GRWRS ETF 0.0%
Value ($000) $213 Shares 5,042 Est. Cost $35.17 Unrealized
UHAL/B U HAUL HOLDING CO N 0.0%
Value ($000) $213 Shares 4,175 Est. Cost $53.26 Unrealized -8.6%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $209 Shares 5,172 Est. Cost $37.80 Unrealized +8.9%
LNTH LANTHEUS HLDGS INC COM 0.0%
Value ($000) $208 Shares 4,065 Est. Cost $81.54 Unrealized -28.6%
INGR INGREDION INC COM 0.0%
Value ($000) $208 Shares 1,703 Est. Cost $122.01 Unrealized -7.6%
ETSY ETSY INC 0.0%
Value ($000) $206 Shares 3,110 Est. Cost $59.71 Unrealized +2.2%
QBTS DWAVE QUANTUM INC 0.0%
Value ($000) $203 Shares 8,196 Est. Cost $8.44 Unrealized +245.3%
TOST TOAST INC CL A 0.0%
Value ($000) $202 Shares 5,536 Est. Cost $23.11 Unrealized +56.0%
AQMS AQUA METALS INC 0.001 0.0%
Value ($000) $196 Shares 30,655 Est. Cost $4.55 Unrealized +71.6%
KSS KOHLS CORP 0.0%
Value ($000) $154 Shares 10,012 Est. Cost $11.61 Unrealized +61.4%
MOVANO INC 0.0%
Value ($000) $119 Shares 207,909 Est. Cost $5.27 Unrealized
PIMCO FLTG RATE STRATEGY 0.0%
Value ($000) $116 Shares 15,251 Est. Cost $7.59 Unrealized
ONDS ONDAS HOLDINGS INC NEW 0.0%
Value ($000) $108 Shares 14,018 Est. Cost $4.15 Unrealized +93.6%
ISLWF ISRAEL ACQUISITIONS CORP W EXP 9999999 0.0%
Value ($000) $91 Shares 500,000 Est. Cost $0.11 Unrealized
CBRE CLARION REAL EST FD 0.0%
Value ($000) $62 Shares 11,966 Est. Cost $5.29 Unrealized
TBLA TABOOLA.COM LTD ORD SHS 0.0%
Value ($000) $61 Shares 18,001 Est. Cost $3.42 Unrealized +10.1%
AKBA AKEBIA THERAPEUTICS INC 0.0%
Value ($000) $58 Shares 21,393 Est. Cost $1.47 Unrealized +42.8%
CLLS CELLECTIS S A SPON ADS 0.0%
Value ($000) $32 Shares 11,090 Est. Cost $2.85 Unrealized
ALTS JANONE INC 0.0%
Value ($000) $28 Shares 10,500 Est. Cost $5.99 Unrealized -67.8%
CYPH LEAP THERAPEUTICS NEW 0.0%
Value ($000) $9 Shares 20,000 Est. Cost $2.58 Unrealized -57.6%
COHEN STEERS INFRA RTSFD INC 0.0%
Value ($000) $1 Shares 12,619 Est. Cost $0.08 Unrealized
BLACKROCK INCOME TR INC RT EXP 0.0%
Value ($000) $1 Shares 10,703 Est. Cost $0.06 Unrealized

Decreased Positions (651)

FISV FISERV INC COM 0.0%
Value ($000) $28,550 (-74.1%) Shares 425,048 (-50.2%) Est. Cost $96.96 Unrealized -13.5%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $1,247 (-97.9%) Shares 18,552 (-97.4%) Est. Cost $79.70 Unrealized -11.1%
KMX CARMAX INC COM 0.2%
Value ($000) $102,833 (-32.9%) Shares 2,661,299 (-22.1%) Est. Cost $75.04 Unrealized -46.7%
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.1%
Value ($000) $58,024 (-44.7%) Shares 2,115,357 (-45.0%) Est. Cost $39.62 Unrealized
RGLD ROYAL GOLD INC COM 0.0%
Value ($000) $31,961 (-58.8%) Shares 143,780 (-62.9%) Est. Cost $155.14 Unrealized +27.9%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $75,591 (-34.7%) Shares 233,283 (-30.3%) Est. Cost $239.55 Unrealized +39.5%
CPRT COPART INC COM 0.0%
Value ($000) $27,603 (-54.9%) Shares 705,045 (-48.2%) Est. Cost $38.48 Unrealized +7.8%
EQH EQUITABLE HLDGS INC COM 0.0%
Value ($000) $3,639 (-89.9%) Shares 76,374 (-89.2%) Est. Cost $51.18 Unrealized -7.7%
FIS FIDELITY NATL INFORMATION SV COM 0.0%
Value ($000) $9,606 (-76.9%) Shares 144,533 (-77.1%) Est. Cost $63.08 Unrealized +4.0%
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $3,304 (-89.5%) Shares 11,439 (-90.7%) Est. Cost $203.71 Unrealized +33.2%
VICI VICI PPTYS INC COM 0.1%
Value ($000) $33,717 (-45.3%) Shares 1,199,034 (-36.6%) Est. Cost $27.71 Unrealized +5.8%
LYV LIVE NATION ENTERTAINMENT IN COM 0.0%
Value ($000) $22,756 (-54.1%) Shares 159,688 (-47.4%) Est. Cost $137.09 Unrealized +4.8%
MKTX MARKETAXESS HLDGS INC COM 0.0%
Value ($000) $3,506 (-88.3%) Shares 19,344 (-88.7%) Est. Cost $274.58 Unrealized -38.3%
ONC BEONE MEDICINES LTD SPONSORED ADS 0.1%
Value ($000) $92,461 (-20.9%) Shares 304,339 (-11.3%) Est. Cost $182.66 Unrealized
GEV GE VERNOVA INC COM 1.6%
Value ($000) $1,039,132 (+2.3%) Shares 1,589,931 (-3.7%) Est. Cost $205.33 Unrealized +196.6%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $82,879 (-22.0%) Shares 565,418 (-4.9%) Est. Cost $128.20 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $15,920 (-58.4%) Shares 27,414 (-50.0%) Est. Cost $437.36 Unrealized +42.9%
BRBR BELLRING BRANDS INC COMMON STOCK 0.0%
Value ($000) $1,817 (-92.2%) Shares 67,976 (-89.4%) Est. Cost $72.10 Unrealized -57.0%
BLK BLACKROCK INC COM 0.3%
Value ($000) $190,042 (-10.0%) Shares 177,553 (-1.9%) Est. Cost $991.05 Unrealized +9.9%
MET METLIFE INC COM 0.0%
Value ($000) $17,154 (-55.0%) Shares 217,309 (-53.1%) Est. Cost $55.11 Unrealized +43.2%
ESS ESSEX PPTY TR INC COM 0.0%
Value ($000) $1,029 (-95.3%) Shares 3,931 (-95.2%) Est. Cost $246.03 Unrealized +4.2%
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $65,616 (-23.7%) Shares 803,039 (-8.6%) Est. Cost $78.68 Unrealized +14.4%
LRCX LAM RESEARCH CORP COM NEW 0.2%
Value ($000) $105,756 (+22.3%) Shares 617,808 (-4.3%) Est. Cost $75.84 Unrealized +104.9%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $85,972 (-17.7%) Shares 766,378 (-7.0%) Est. Cost $64.43 Unrealized +80.9%
VEEV VEEVA SYS INC CL A COM 0.1%
Value ($000) $43,263 (-28.3%) Shares 193,805 (-4.3%) Est. Cost $182.98 Unrealized +45.0%
FOUR SHIFT4 PMTS INC CL A 0.0%
Value ($000) $17,086 (-49.7%) Shares 271,329 (-38.1%) Est. Cost $85.19 Unrealized -17.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.4%
Value ($000) $251,595 (+6.5%) Shares 827,915 (-2.1%) Est. Cost $67.43 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $20,695 (-42.0%) Shares 692,360 (-39.0%) Est. Cost $35.69 Unrealized -20.1%
BX BLACKSTONE INC COM 0.0%
Value ($000) $22,842 (-38.5%) Shares 148,187 (-31.8%) Est. Cost $86.58 Unrealized +74.9%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $92,488 (-13.3%) Shares 502,107 (-4.2%) Est. Cost $140.99 Unrealized +43.1%
TREX TREX CO INC COM 0.0%
Value ($000) $12,434 (-52.7%) Shares 354,436 (-30.4%) Est. Cost $54.30 Unrealized -25.5%
BWXT BWX TECHNOLOGIES INC COM 0.1%
Value ($000) $36,183 (-27.4%) Shares 209,346 (-22.6%) Est. Cost $93.49 Unrealized +100.5%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $7,383 (-64.8%) Shares 283,295 (-63.5%) Est. Cost $42.06 Unrealized -33.5%
APD AIR PRODS CHEMS INC COM 0.0%
Value ($000) $23,489 (-35.9%) Shares 95,089 (-29.2%) Est. Cost $211.82 Unrealized +18.8%
CASY CASEYS GEN STORES INC COM 0.1%
Value ($000) $71,662 (-15.4%) Shares 129,656 (-13.5%) Est. Cost $345.44 Unrealized +59.1%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $31,409 (+70.2%) Shares 309,269 (-8.3%) Est. Cost $52.98 Unrealized +51.6%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $68,233 (+22.6%) Shares 318,606 (-7.4%) Est. Cost $109.45 Unrealized +105.2%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.1%
Value ($000) $35,359 (-26.2%) Shares 92,245 (-11.9%) Est. Cost $410.93 Unrealized -2.5%
DXCM DEXCOM INC COM 0.0%
Value ($000) $21,318 (-36.9%) Shares 321,203 (-36.1%) Est. Cost $88.99 Unrealized -27.4%
EFX EQUIFAX INC COM 0.0%
Value ($000) $26,840 (-31.2%) Shares 123,700 (-18.6%) Est. Cost $208.17 Unrealized +5.0%
RMD RESMED INC COM 0.0%
Value ($000) $31,389 (-27.6%) Shares 130,314 (-17.8%) Est. Cost $193.21 Unrealized +32.2%
EOG EOG RES INC COM 0.1%
Value ($000) $51,684 (-18.3%) Shares 492,185 (-12.8%) Est. Cost $84.73 Unrealized +26.5%
BDX BECTON DICKINSON CO COM 0.0%
Value ($000) $7,755 (-59.6%) Shares 39,959 (-61.0%) Est. Cost $210.26 Unrealized -9.8%
MPWR MONOLITHIC PWR SYS INC COM 0.1%
Value ($000) $88,470 (-11.3%) Shares 97,610 (-9.9%) Est. Cost $262.51 Unrealized +266.0%
ABBV ABBVIE INC COM 0.7%
Value ($000) $450,899 (-2.4%) Shares 1,973,385 (-1.1%) Est. Cost $59.37 Unrealized +283.3%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $25,671 (-30.0%) Shares 56,550 (-19.3%) Est. Cost $210.77 Unrealized +126.0%
ACM AECOM COM 0.0%
Value ($000) $1,287 (-89.4%) Shares 13,504 (-85.5%) Est. Cost $107.21 Unrealized +9.4%
BF/A BROWN FORMAN CORP CL A 0.0%
Value ($000) $3,957 (-72.5%) Shares 150,382 (-71.9%) Est. Cost $30.88 Unrealized -10.1%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $21,319 (-32.5%) Shares 169,439 (-21.4%) Est. Cost $133.77 Unrealized -2.6%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $46,282 (-17.9%) Shares 237,236 (-11.4%) Est. Cost $138.97 Unrealized +40.3%
POOL POOL CORP COM 0.0%
Value ($000) $260 (-97.5%) Shares 1,136 (-96.5%) Est. Cost $211.19 Unrealized +22.9%
PTC PTC INC COM 0.0%
Value ($000) $22,490 (-30.4%) Shares 129,096 (-18.9%) Est. Cost $101.34 Unrealized +83.4%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $10,129 (-49.0%) Shares 251,969 (-1.1%) Est. Cost $26.29 Unrealized +42.2%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $5,745 (-62.8%) Shares 25,406 (-44.5%) Est. Cost $303.16 Unrealized -1.7%
ZBRA ZEBRA TECHNOLOGIES CORPORATI CL A 0.0%
Value ($000) $20,292 (-32.0%) Shares 83,570 (-16.8%) Est. Cost $306.46 Unrealized -12.7%
PODD INSULET CORP COM 0.1%
Value ($000) $34,961 (-21.1%) Shares 122,997 (-14.3%) Est. Cost $158.52 Unrealized +97.2%
ADBE ADOBE INC COM 0.0%
Value ($000) $17,931 (-34.3%) Shares 51,232 (-33.8%) Est. Cost $425.80 Unrealized -20.1%
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $29,678 (-23.6%) Shares 184,804 (-17.9%) Est. Cost $119.36 Unrealized +34.8%
PCAR PACCAR INC COM 0.2%
Value ($000) $104,368 (+9.5%) Shares 953,042 (-1.7%) Est. Cost $41.22 Unrealized +145.5%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $13,190 (-40.6%) Shares 67,855 (-28.2%) Est. Cost $142.62 Unrealized +47.2%
ANET ARISTA NETWORKS INC COM SHS 0.1%
Value ($000) $53,663 (-14.4%) Shares 409,551 (-4.8%) Est. Cost $104.74 Unrealized +31.4%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $8,360 (-51.4%) Shares 60,599 (-52.6%) Est. Cost $177.52 Unrealized -22.9%
RTX RTX CORPORATION COM 0.2%
Value ($000) $134,443 (+7.0%) Shares 733,057 (-2.4%) Est. Cost $72.09 Unrealized +140.4%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $22,610 (-27.7%) Shares 392,131 (-17.1%) Est. Cost $38.10 Unrealized +55.8%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $39,891 (-17.7%) Shares 120,843 (-13.9%) Est. Cost $386.26 Unrealized -12.7%
OKLO OKLO INC COM CL A 0.0%
Value ($000) $4,739 (-64.2%) Shares 66,037 (-44.2%) Est. Cost $12.39 Unrealized +799.9%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $17,043 (-32.9%) Shares 316,600 (-22.1%) Est. Cost $51.48 Unrealized +10.8%
MP MP MATERIALS CORP COM CL A 0.0%
Value ($000) $6,142 (-57.6%) Shares 121,576 (-43.7%) Est. Cost $26.77 Unrealized +136.8%
ENVX ENOVIX CORPORATION COM 0.0%
Value ($000) $800 (-91.1%) Shares 109,440 (-87.9%) Est. Cost $12.69 Unrealized -23.7%
LII LENNOX INTL INC COM 0.0%
Value ($000) $25,764 (-24.1%) Shares 53,058 (-17.2%) Est. Cost $507.35 Unrealized -1.5%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $105,409 (+8.3%) Shares 1,975,433 (-1.9%) Est. Cost $37.30 Unrealized +30.6%
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN 0.1%
Value ($000) $58,596 (+15.6%) Shares 1,279,380 (-7.4%) Est. Cost $14.98 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $38,472 (-16.7%) Shares 387,866 (-29.9%) Est. Cost $92.96 Unrealized -0.2%
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $239,722 (-3.0%) Shares 1,572,877 (-1.2%) Est. Cost $93.17 Unrealized +62.5%
NEM NEWMONT CORP COM 0.1%
Value ($000) $54,537 (+15.9%) Shares 546,188 (-2.2%) Est. Cost $36.92 Unrealized +144.3%
BROS DUTCH BROS INC CL A 0.1%
Value ($000) $32,777 (-18.4%) Shares 535,401 (-30.2%) Est. Cost $35.92 Unrealized +58.2%
IWF ISHARES TR RUS 1000 GRW ETF 2.0%
Value ($000) $1,286,021 (-0.6%) Shares 2,717,137 (-1.6%) Est. Cost $191.02 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $40,283 (+22.3%) Shares 156,751 (-2.5%) Est. Cost $82.22 Unrealized +191.3%
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR 0.0%
Value ($000) $15,401 (-32.0%) Shares 466,425 (-39.0%) Est. Cost $16.81 Unrealized
MRSH MARSH MCLENNAN COS INC COM 0.1%
Value ($000) $58,048 (-10.8%) Shares 312,893 (-3.1%) Est. Cost $160.72 Unrealized +16.0%
TLN TALEN ENERGY CORP COM 0.0%
Value ($000) $246 (-96.6%) Shares 657 (-96.2%) Est. Cost $246.48 Unrealized +57.7%
PCEF INVESCO EXCH TRADED FD TR II CEF INM COMPSI 0.0%
Value ($000) $1,870 (-78.9%) Shares 94,051 (-78.8%) Est. Cost $18.48 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $6,312 (-52.6%) Shares 170,582 (-49.8%) Est. Cost $61.59 Unrealized -41.3%
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $13,864 (-33.5%) Shares 122,583 (-15.8%) Est. Cost $59.18 Unrealized +119.7%
AVGO BROADCOM INC COM 1.0%
Value ($000) $654,242 (+1.0%) Shares 1,890,328 (-3.7%) Est. Cost $149.45 Unrealized +138.9%
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW 0.1%
Value ($000) $34,891 (-16.2%) Shares 156,723 (-15.5%) Est. Cost $197.54 Unrealized +20.5%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $4,355 (-60.5%) Shares 7,667 (-50.1%) Est. Cost $513.75 Unrealized +20.8%
VRSN VERISIGN INC COM 0.0%
Value ($000) $31,168 (-17.5%) Shares 128,291 (-5.0%) Est. Cost $210.28 Unrealized +19.3%
MSCI MSCI INC COM 0.1%
Value ($000) $66,511 (-9.0%) Shares 115,928 (-10.0%) Est. Cost $437.86 Unrealized +27.9%
GGG GRACO INC COM 0.0%
Value ($000) $26,494 (-19.7%) Shares 323,217 (-16.8%) Est. Cost $38.79 Unrealized +111.2%
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $27,365 (-19.2%) Shares 201,230 (-15.4%) Est. Cost $136.94 Unrealized +15.4%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $10,065 (-38.5%) Shares 99,762 (-24.2%) Est. Cost $99.37 Unrealized +9.1%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $73,051 (-7.9%) Shares 296,595 (-2.5%) Est. Cost $170.00 Unrealized +45.6%
DON WISDOMTREE TR US MIDCAP DIVID 0.0%
Value ($000) $17,688 (-26.2%) Shares 342,789 (-25.2%) Est. Cost $37.76 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $59,170 (-9.6%) Shares 341,055 (-4.2%) Est. Cost $135.72 Unrealized +25.8%
HEI HEICO CORP NEW COM 0.1%
Value ($000) $33,235 (-15.7%) Shares 102,708 (-15.9%) Est. Cost $129.32 Unrealized +144.3%
KVUE KENVUE INC COM 0.0%
Value ($000) $6,986 (-46.8%) Shares 404,991 (-50.0%) Est. Cost $19.95 Unrealized -18.5%
SLV ISHARES SILVER TR ISHARES 0.1%
Value ($000) $35,780 (+20.5%) Shares 555,425 (-20.7%) Est. Cost $20.73 Unrealized
MA MASTERCARD INCORPORATED CL A 0.5%
Value ($000) $305,788 (-1.9%) Shares 535,643 (-2.3%) Est. Cost $269.18 Unrealized +107.6%
MLPX GLOBAL X FDS GLB X MLP ENRG I 0.0%
Value ($000) $10,361 (-36.6%) Shares 171,166 (-34.3%) Est. Cost $46.84 Unrealized
ENVA ENOVA INTL INC COM 0.0%
Value ($000) $23,443 (+33.6%) Shares 149,129 (-2.2%) Est. Cost $52.20 Unrealized +149.4%
LKQ LKQ CORP COM 0.0%
Value ($000) $1,603 (-78.6%) Shares 53,068 (-78.4%) Est. Cost $44.20 Unrealized -32.2%
CHDN CHURCHILL DOWNS INC COM 0.1%
Value ($000) $32,115 (-15.3%) Shares 282,255 (-27.8%) Est. Cost $125.71 Unrealized -17.7%
ROL ROLLINS INC COM 0.1%
Value ($000) $43,118 (-11.9%) Shares 718,402 (-13.7%) Est. Cost $45.93 Unrealized +27.7%
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $28,255 (-16.1%) Shares 325,180 (-18.4%) Est. Cost $16.48 Unrealized +537.4%
TWLO TWILIO INC CL A 0.1%
Value ($000) $36,970 (+17.1%) Shares 259,911 (-17.6%) Est. Cost $112.58 Unrealized +10.0%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $104,817 (-4.9%) Shares 1,244,715 (-4.5%) Est. Cost $57.72 Unrealized +45.6%
TTWO TAKE-TWO INTERACTIVE SOFTWAR COM 0.0%
Value ($000) $1,027 (-83.9%) Shares 4,013 (-83.8%) Est. Cost $215.99 Unrealized +15.4%
RPM RPM INTL INC COM 0.0%
Value ($000) $26,174 (-16.9%) Shares 251,674 (-5.8%) Est. Cost $82.10 Unrealized +31.9%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $27,954 (-15.5%) Shares 62,799 (-5.4%) Est. Cost $323.86 Unrealized +42.7%
APA APA CORPORATION COM 0.0%
Value ($000) $975 (-83.9%) Shares 39,873 (-84.0%) Est. Cost $22.27 Unrealized +8.3%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $45,534 (+12.5%) Shares 390,211 (-2.2%) Est. Cost $51.32 Unrealized +101.9%
T ATT INC COM 0.0%
Value ($000) $23,395 (-17.6%) Shares 941,847 (-6.3%) Est. Cost $16.13 Unrealized +56.8%
VNOM VIPER ENERGY INC CL A 0.0%
Value ($000) $23,509 (-16.7%) Shares 608,579 (-17.6%) Est. Cost $38.10 Unrealized -0.6%
ICE INTERCONTINENTAL EXCHANGE IN COM 0.1%
Value ($000) $85,040 (-5.2%) Shares 525,067 (-1.4%) Est. Cost $98.29 Unrealized +58.9%
RGEN REPLIGEN CORP COM 0.1%
Value ($000) $33,690 (+16.0%) Shares 205,605 (-5.3%) Est. Cost $143.57 Unrealized +9.1%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $20,149 (+29.3%) Shares 98,051 (-1.2%) Est. Cost $102.79 Unrealized +82.6%
CALM CAL MAINE FOODS INC COM NEW 0.0%
Value ($000) $13,534 (-25.1%) Shares 170,087 (-11.4%) Est. Cost $55.06 Unrealized +57.3%
TKO TKO GROUP HOLDINGS INC CL A 0.0%
Value ($000) $31,628 (-12.4%) Shares 151,328 (-15.3%) Est. Cost $180.60 Unrealized +7.3%
LEU CENTRUS ENERGY CORP CL A 0.0%
Value ($000) $5,458 (-44.8%) Shares 22,485 (-29.5%) Est. Cost $78.68 Unrealized +283.8%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $69,706 (-5.9%) Shares 392,157 (-3.4%) Est. Cost $40.33 Unrealized +348.9%
PL PLANET LABS PBC COM CL A 0.0%
Value ($000) $16,686 (+34.9%) Shares 846,168 (-11.2%) Est. Cost $5.87 Unrealized +144.2%
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $2,379 (-64.4%) Shares 23,117 (-58.1%) Est. Cost $128.08 Unrealized -12.3%
CDW CDW CORP COM 0.0%
Value ($000) $12,883 (-25.0%) Shares 94,589 (-12.3%) Est. Cost $58.30 Unrealized +152.2%
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $27,786 (+18.2%) Shares 163,977 (-2.7%) Est. Cost $103.89 Unrealized +52.4%
IDCC INTERDIGITAL INC COM 0.1%
Value ($000) $41,511 (-9.2%) Shares 130,383 (-1.5%) Est. Cost $117.77 Unrealized +200.2%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $4,306 (-48.7%) Shares 31,728 (-54.1%) Est. Cost $129.31 Unrealized -3.7%
AMKR AMKOR TECHNOLOGY INC COM 0.0%
Value ($000) $15,228 (+36.4%) Shares 385,715 (-1.9%) Est. Cost $25.44 Unrealized +39.7%
HLT HILTON WORLDWIDE HLDGS INC COM 0.1%
Value ($000) $38,538 (-9.4%) Shares 134,161 (-18.2%) Est. Cost $237.62 Unrealized +14.6%
FLUT FLUTTER ENTMT PLC SHS 0.0%
Value ($000) $394 (-90.9%) Shares 1,832 (-89.3%) Est. Cost $288.90 Unrealized -22.2%
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value ($000) $1,053 (-79.0%) Shares 4,197 (-75.9%) Est. Cost $245.28 Unrealized +8.1%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $7,956 (-33.1%) Shares 49,922 (-12.7%) Est. Cost $271.26 Unrealized -34.8%
SYY SYSCO CORP COM 0.0%
Value ($000) $27,106 (-12.6%) Shares 367,837 (-2.4%) Est. Cost $55.30 Unrealized +36.5%
SM SM ENERGY CO COM 0.0%
Value ($000) $5,705 (-40.5%) Shares 305,063 (-20.5%) Est. Cost $32.35 Unrealized -38.1%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $86,070 (-4.3%) Shares 320,797 (-12.0%) Est. Cost $228.45 Unrealized +11.2%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $7,467 (-33.2%) Shares 36,544 (-34.0%) Est. Cost $133.26 Unrealized +51.4%
CALF PACER FDS TR US SMALL CAP CAS 0.0%
Value ($000) $18,008 (-16.9%) Shares 405,852 (-18.0%) Est. Cost $43.16 Unrealized
FXR FIRST TR EXCHANGE TRADED FD INDLS PROD DUR 0.0%
Value ($000) $8,313 (-30.5%) Shares 104,085 (-32.0%) Est. Cost $57.48 Unrealized
GNTX GENTEX CORP COM 0.0%
Value ($000) $2,592 (-58.3%) Shares 111,406 (-49.3%) Est. Cost $27.75 Unrealized -13.1%
ATOM ATOMERA INC COM 0.0%
Value ($000) $690 (-84.0%) Shares 312,120 (-68.0%) Est. Cost $8.70 Unrealized -65.3%
DECK DECKERS OUTDOOR CORP COM 0.0%
Value ($000) $702 (-83.7%) Shares 6,769 (-84.1%) Est. Cost $164.20 Unrealized -42.9%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $45,553 (-7.3%) Shares 94,182 (-4.3%) Est. Cost $281.23 Unrealized +69.3%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $30,519 (+13.3%) Shares 232,686 (-18.0%) Est. Cost $115.83 Unrealized +1.3%
QUAL ISHARES TR MSCI USA QLT FCT 0.1%
Value ($000) $48,328 (-6.8%) Shares 243,321 (-8.7%) Est. Cost $132.94 Unrealized
VRT VERTIV HOLDINGS CO COM CL A 0.1%
Value ($000) $41,927 (-7.7%) Shares 258,790 (-14.0%) Est. Cost $86.27 Unrealized +101.2%
QQXT FIRST TR EXCHANGE-TRADED FD NASDAQ 100 EX 0.0%
Value ($000) $1,024 (-77.2%) Shares 10,304 (-77.3%) Est. Cost $95.46 Unrealized
DRS LEONARDO DRS INC COM 0.0%
Value ($000) $2,205 (-61.1%) Shares 64,671 (-48.2%) Est. Cost $21.58 Unrealized +70.7%
NOBL PROSHARES TR SP 500 DV ARIST 0.1%
Value ($000) $33,193 (-9.3%) Shares 318,945 (-10.2%) Est. Cost $70.99 Unrealized
VC VISTEON CORP COM NEW 0.0%
Value ($000) $6,656 (-33.9%) Shares 69,991 (-16.7%) Est. Cost $117.24 Unrealized -9.8%
LQD ISHARES TR IBOXX INV CP ETF 0.0%
Value ($000) $25,168 (-11.9%) Shares 228,407 (-10.9%) Est. Cost $113.17 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $24,053 (+16.2%) Shares 445,922 (-2.8%) Est. Cost $45.76 Unrealized +3.9%
SO SOUTHERN CO COM 0.0%
Value ($000) $26,300 (-11.2%) Shares 301,601 (-3.5%) Est. Cost $47.96 Unrealized +89.5%
TRI THOMSON REUTERS CORP COM 0.0%
Value ($000) $3,480 (-48.8%) Shares 26,389 (-39.6%) Est. Cost $177.50 Unrealized -20.5%
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADR 0.1%
Value ($000) $82,705 (-3.8%) Shares 1,145,656 (-19.8%) Est. Cost $48.15 Unrealized
XYL XYLEM INC COM 0.1%
Value ($000) $34,209 (-8.7%) Shares 251,205 (-1.1%) Est. Cost $59.81 Unrealized +140.1%
FPEI FIRST TR EXCH TRADED FD III INSTL PFD SECS 0.0%
Value ($000) $11,976 (-21.4%) Shares 617,650 (-21.6%) Est. Cost $18.30 Unrealized
MAS MASCO CORP COM 0.0%
Value ($000) $820 (-79.4%) Shares 12,917 (-77.1%) Est. Cost $60.02 Unrealized +7.9%
HYG ISHARES TR IBOXX HI YD ETF 0.0%
Value ($000) $6,046 (-34.2%) Shares 74,986 (-33.7%) Est. Cost $83.29 Unrealized
AMPX AMPRIUS TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $6,102 (-33.9%) Shares 773,428 (-11.8%) Est. Cost $2.88 Unrealized +296.8%
FTCS FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 0.0%
Value ($000) $21,018 (-12.7%) Shares 227,192 (-11.7%) Est. Cost $55.51 Unrealized
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $7,937 (-27.7%) Shares 102,623 (-16.1%) Est. Cost $70.81 Unrealized +15.7%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $15,280 (-16.5%) Shares 880,699 (-16.9%) Est. Cost $10.61 Unrealized +53.6%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $11,431 (-20.8%) Shares 32,357 (-26.2%) Est. Cost $224.84 Unrealized +61.5%
CMI CUMMINS INC COM 0.0%
Value ($000) $19,377 (+18.1%) Shares 37,961 (-2.3%) Est. Cost $232.00 Unrealized +101.0%
VST VISTRA CORP COM 0.0%
Value ($000) $7,821 (-26.7%) Shares 48,481 (-11.0%) Est. Cost $156.63 Unrealized +16.1%
DSGX DESCARTES SYS GROUP INC COM 0.0%
Value ($000) $20,365 (-12.1%) Shares 232,314 (-5.5%) Est. Cost $75.74 Unrealized +18.0%
MUB ISHARES TR NATIONAL MUN ETF 0.1%
Value ($000) $35,156 (-7.3%) Shares 328,222 (-7.8%) Est. Cost $107.46 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.2%
Value ($000) $101,394 (+2.8%) Shares 255,845 (-7.8%) Est. Cost $157.27 Unrealized
GRMN GARMIN LTD SHS 0.0%
Value ($000) $3,519 (-43.6%) Shares 17,349 (-31.5%) Est. Cost $129.44 Unrealized +67.4%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $18,867 (-12.5%) Shares 153,440 (-1.4%) Est. Cost $116.97 Unrealized +10.0%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $82,800 (-3.2%) Shares 396,685 (-6.8%) Est. Cost $101.32 Unrealized +90.3%
WEN WENDYS CO COM 0.0%
Value ($000) $85 (-96.9%) Shares 10,230 (-96.6%) Est. Cost $12.15 Unrealized -29.0%
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $15,430 (-14.8%) Shares 477,864 (-6.8%) Est. Cost $34.09 Unrealized -3.6%
DHI D R HORTON INC COM 0.0%
Value ($000) $1,769 (-60.1%) Shares 12,281 (-53.1%) Est. Cost $117.34 Unrealized +29.5%
NUVEEN FLOATING RATE INCOME COM 0.0%
Value ($000) $2,397 (-52.3%) Shares 306,123 (-50.2%) Est. Cost $9.22 Unrealized
EPAM EPAM SYS INC COM 0.0%
Value ($000) $26,156 (-9.1%) Shares 127,663 (-33.1%) Est. Cost $229.10 Unrealized -22.2%
ECG EVERUS CONSTR GROUP COM 0.0%
Value ($000) $14,986 (-14.8%) Shares 175,153 (-14.6%) Est. Cost $61.82 Unrealized +44.7%
PFE PFIZER INC COM 0.1%
Value ($000) $55,558 (-4.5%) Shares 2,231,244 (-2.2%) Est. Cost $28.87 Unrealized -13.3%
RDVY FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 0.1%
Value ($000) $71,193 (-3.5%) Shares 1,024,802 (-6.5%) Est. Cost $51.15 Unrealized
TLT ISHARES TR 20 YR TR BD ETF 0.0%
Value ($000) $3,416 (-42.5%) Shares 39,197 (-41.1%) Est. Cost $87.84 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $4,280 (-37.0%) Shares 49,614 (-30.3%) Est. Cost $121.56 Unrealized
ASPN ASPEN AEROGELS INC COM 0.0%
Value ($000) $32 (-98.7%) Shares 11,344 (-96.9%) Est. Cost $13.12 Unrealized -60.7%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.2%
Value ($000) $151,019 (-1.6%) Shares 141,158 (-11.0%) Est. Cost $444.94 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $14,634 (-14.3%) Shares 50,452 (-17.5%) Est. Cost $101.49 Unrealized +176.5%
ONON ON HLDG AG NAMEN AKT A 0.0%
Value ($000) $893 (-73.0%) Shares 19,210 (-75.4%) Est. Cost $46.32 Unrealized -7.0%
MSTR STRATEGY INC CL A NEW 0.0%
Value ($000) $224 (-91.5%) Shares 1,476 (-81.9%) Est. Cost $301.28 Unrealized -23.6%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $25,835 (-8.4%) Shares 270,944 (-6.2%) Est. Cost $68.01 Unrealized +44.2%
RMBS RAMBUS INC DEL COM 0.0%
Value ($000) $3,532 (-40.1%) Shares 38,441 (-32.0%) Est. Cost $54.31 Unrealized +81.2%
CB CHUBB LIMITED COM 0.1%
Value ($000) $64,021 (-3.5%) Shares 205,117 (-12.8%) Est. Cost $207.26 Unrealized +41.1%
AOS SMITH A O CORP COM 0.0%
Value ($000) $10,280 (-18.6%) Shares 153,701 (-10.6%) Est. Cost $43.82 Unrealized +53.9%
KWEB KRANESHARES TRUST CSI CHI INTERNET 0.0%
Value ($000) $1,899 (-55.1%) Shares 55,769 (-44.6%) Est. Cost $40.27 Unrealized
RACE FERRARI N V COM 0.0%
Value ($000) $1,078 (-67.5%) Shares 2,918 (-57.3%) Est. Cost $272.70 Unrealized +46.7%
WAT WATERS CORP COM 0.0%
Value ($000) $10,979 (+25.4%) Shares 28,904 (-1.0%) Est. Cost $261.28 Unrealized +40.8%
SPYX SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $247 (-89.8%) Shares 4,400 (-90.1%) Est. Cost $42.45 Unrealized
MATX MATSON INC COM 0.0%
Value ($000) $11,720 (+22.3%) Shares 94,859 (-2.4%) Est. Cost $91.80 Unrealized +16.6%
FTNT FORTINET INC COM 0.0%
Value ($000) $15,207 (-12.3%) Shares 191,504 (-7.2%) Est. Cost $66.02 Unrealized +25.6%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $39,026 (-5.2%) Shares 135,169 (-1.3%) Est. Cost $143.38 Unrealized +101.3%
IT GARTNER INC COM 0.0%
Value ($000) $1,201 (-63.9%) Shares 4,762 (-62.3%) Est. Cost $451.23 Unrealized -46.7%
ATR APTARGROUP INC COM 0.0%
Value ($000) $3,543 (-37.1%) Shares 29,053 (-31.1%) Est. Cost $131.80 Unrealized -6.7%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $11,113 (-15.7%) Shares 210,322 (-4.8%) Est. Cost $25.97 Unrealized +113.8%
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 0.1%
Value ($000) $88,834 (-2.3%) Shares 2,317,011 (-12.3%) Est. Cost $28.87 Unrealized +38.5%
EOSE EOS ENERGY ENTERPRISES INC COM CL A 0.0%
Value ($000) $6,656 (-23.6%) Shares 580,810 (-24.1%) Est. Cost $1.54 Unrealized +831.9%
UUUU ENERGY FUELS INC COM NEW 0.0%
Value ($000) $7,988 (-19.9%) Shares 549,401 (-15.5%) Est. Cost $4.80 Unrealized +253.6%
FDN FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 0.0%
Value ($000) $19,518 (-9.2%) Shares 72,509 (-5.6%) Est. Cost $136.19 Unrealized
PHM PULTE GROUP INC COM 0.0%
Value ($000) $1,735 (-52.7%) Shares 14,800 (-46.7%) Est. Cost $95.05 Unrealized +28.8%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $18,089 (+11.8%) Shares 69,247 (-5.6%) Est. Cost $119.33 Unrealized +111.3%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $6,867 (-21.2%) Shares 100,391 (-17.0%) Est. Cost $82.96 Unrealized -16.6%
XLF SELECT SECTOR SPDR TR STATE STREET FIN 0.0%
Value ($000) $22,327 (-7.6%) Shares 407,652 (-9.1%) Est. Cost $32.45 Unrealized
BKE BUCKLE INC COM 0.0%
Value ($000) $2,791 (-39.6%) Shares 52,249 (-33.7%) Est. Cost $35.99 Unrealized +45.3%
BCC BOISE CASCADE CO DEL COM 0.0%
Value ($000) $9,980 (-15.3%) Shares 135,596 (-11.0%) Est. Cost $85.74 Unrealized -15.1%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $3,687 (-32.3%) Shares 152,042 (-27.3%) Est. Cost $29.86 Unrealized -17.5%
BWA BORGWARNER INC COM 0.0%
Value ($000) $931 (-64.6%) Shares 20,656 (-65.5%) Est. Cost $36.14 Unrealized +20.9%
PXLW PIXELWORKS INC COM 0.0%
Value ($000) $804 (-67.8%) Shares 126,456 (-44.6%) Est. Cost $6.44 Unrealized +19.1%
NVTS NAVITAS SEMICONDUCTOR CORP COM 0.0%
Value ($000) $2,695 (-38.4%) Shares 377,434 (-37.7%) Est. Cost $4.83 Unrealized +99.3%
HPE HEWLETT PACKARD ENTERPRISE C COM 0.0%
Value ($000) $395 (-80.6%) Shares 16,465 (-80.2%) Est. Cost $20.73 Unrealized +13.0%
GDX VANECK ETF TRUST GOLD MINERS ETF 0.0%
Value ($000) $16,924 (+10.5%) Shares 197,314 (-1.6%) Est. Cost $27.05 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $34,856 (-4.4%) Shares 372,350 (-3.4%) Est. Cost $81.79 Unrealized +10.1%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $24,625 (+6.5%) Shares 205,640 (-2.2%) Est. Cost $65.41 Unrealized +75.5%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $18,040 (+9.1%) Shares 14,847 (-3.2%) Est. Cost $443.61 Unrealized +164.2%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $10,335 (+16.9%) Shares 45,849 (-1.5%) Est. Cost $122.60 Unrealized +77.5%
MCK MCKESSON CORP COM 0.0%
Value ($000) $31,082 (+5.1%) Shares 37,891 (-1.1%) Est. Cost $238.61 Unrealized +241.8%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value ($000) $24,533 (+6.4%) Shares 152,408 (-1.8%) Est. Cost $78.77 Unrealized +103.8%
MTH MERITAGE HOMES CORP COM 0.0%
Value ($000) $9,050 (-13.9%) Shares 137,533 (-5.2%) Est. Cost $73.28 Unrealized -5.5%
GKOS GLAUKOS CORP COM 0.0%
Value ($000) $6,259 (+30.4%) Shares 55,434 (-5.8%) Est. Cost $74.86 Unrealized +27.6%
SLB SLB LIMITED COM STK 0.0%
Value ($000) $11,503 (-11.1%) Shares 299,704 (-20.4%) Est. Cost $43.41 Unrealized -16.9%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $11,183 (-11.4%) Shares 40,633 (-7.2%) Est. Cost $268.19 Unrealized +4.1%
XME SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $248 (-85.1%) Shares 2,390 (-86.6%) Est. Cost $93.19 Unrealized
PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 0.0%
Value ($000) $5,058 (+38.2%) Shares 213,885 (-8.2%) Est. Cost $8.65 Unrealized
WSC WILLSCOT HLDGS CORP COM CL A 0.0%
Value ($000) $4,325 (-24.2%) Shares 229,673 (-15.1%) Est. Cost $31.71 Unrealized -36.4%
CRM SALESFORCE INC COM 0.1%
Value ($000) $92,932 (-1.4%) Shares 350,806 (-11.8%) Est. Cost $205.30 Unrealized +20.9%
SNY SANOFI SA SPONSORED ADR 0.0%
Value ($000) $6,491 (-17.0%) Shares 133,947 (-19.2%) Est. Cost $51.05 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 0.0%
Value ($000) $343 (-79.1%) Shares 2,639 (-78.4%) Est. Cost $105.23 Unrealized
MASI MASIMO CORP COM 0.0%
Value ($000) $3,990 (-24.5%) Shares 30,679 (-14.4%) Est. Cost $163.35 Unrealized -12.3%
HLI HOULIHAN LOKEY INC CL A 0.0%
Value ($000) $4,374 (-22.7%) Shares 25,110 (-8.9%) Est. Cost $169.92 Unrealized +7.8%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $10,529 (-10.8%) Shares 133,249 (-9.8%) Est. Cost $60.87 Unrealized +28.6%
CXT CRANE NXT CO COM 0.0%
Value ($000) $565 (-69.3%) Shares 12,012 (-56.2%) Est. Cost $47.52 Unrealized +24.1%
PPA INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 0.0%
Value ($000) $3,758 (-25.2%) Shares 23,996 (-25.8%) Est. Cost $66.25 Unrealized
SPTL SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $5,712 (-18.1%) Shares 215,800 (-16.6%) Est. Cost $27.76 Unrealized
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $419 (-74.8%) Shares 6,569 (-75.1%) Est. Cost $77.33 Unrealized -21.1%
FVD FIRST TR EXCHANGE-TRADED FD SHS 0.1%
Value ($000) $40,579 (-3.0%) Shares 880,626 (-2.6%) Est. Cost $30.72 Unrealized
TMC TMC THE METALS COMPANY INC COM 0.0%
Value ($000) $15,966 (-7.2%) Shares 2,587,642 (-4.2%) Est. Cost $2.08 Unrealized +237.8%
WESTERN ASSET MTG DEFINED OP COM 0.0%
Value ($000) $1,401 (-46.6%) Shares 126,656 (-43.4%) Est. Cost $11.67 Unrealized
MNDY MONDAY COM LTD SHS 0.0%
Value ($000) $2,407 (-33.5%) Shares 16,311 (-12.7%) Est. Cost $229.10 Unrealized -26.5%
ASO ACADEMY SPORTS OUTDOORS IN COM 0.0%
Value ($000) $12,504 (-8.8%) Shares 250,274 (-8.7%) Est. Cost $53.51 Unrealized -7.5%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $20,978 (-5.4%) Shares 128,866 (-1.0%) Est. Cost $101.89 Unrealized +65.7%
HOLX HOLOGIC INC COM 0.0%
Value ($000) $1,273 (-47.8%) Shares 17,095 (-52.7%) Est. Cost $72.71 Unrealized +0.5%
CIBR FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 0.0%
Value ($000) $8,081 (-12.6%) Shares 113,098 (-7.0%) Est. Cost $54.26 Unrealized
SSNC SSC TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $710 (-62.0%) Shares 8,125 (-61.4%) Est. Cost $73.84 Unrealized +15.5%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $9,294 (-10.9%) Shares 234,527 (-5.4%) Est. Cost $45.65 Unrealized -3.1%
IRTC IRHYTHM TECHNOLOGIES INC COM 0.0%
Value ($000) $1,154 (-49.5%) Shares 6,503 (-51.1%) Est. Cost $158.94 Unrealized +11.5%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $13,936 (-7.5%) Shares 77,251 (-3.1%) Est. Cost $83.18 Unrealized +127.3%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $2,569 (-30.0%) Shares 25,478 (-14.4%) Est. Cost $113.23 Unrealized -4.4%
STX SEAGATE TECHNOLOGY HLDNGS PL ORD SHS 0.0%
Value ($000) $2,753 (-28.5%) Shares 9,997 (-38.7%) Est. Cost $84.31 Unrealized +207.1%
NUVEEN QUALITY MUNCP INCOME COM 0.0%
Value ($000) $1,491 (-42.4%) Shares 124,005 (-44.0%) Est. Cost $8.30 Unrealized
CROX CROCS INC COM 0.0%
Value ($000) $18,079 (-5.6%) Shares 211,396 (-7.8%) Est. Cost $110.77 Unrealized -24.5%
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $6,105 (-14.9%) Shares 312,765 (-22.3%) Est. Cost $10.78 Unrealized +81.5%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $10,671 (-8.9%) Shares 104,228 (-8.7%) Est. Cost $98.17 Unrealized +4.1%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $3,137 (-25.0%) Shares 82,628 (-3.1%) Est. Cost $64.00 Unrealized -30.7%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $43,332 (-2.3%) Shares 270,151 (-1.2%) Est. Cost $75.17 Unrealized +104.3%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $3,960 (-20.4%) Shares 8,431 (-16.4%) Est. Cost $425.35 Unrealized +4.4%
MTUM ISHARES TR MSCI USA MMENTM 0.0%
Value ($000) $24,738 (-3.8%) Shares 98,828 (-1.5%) Est. Cost $165.15 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.2%
Value ($000) $144,556 (-0.7%) Shares 587,244 (-2.4%) Est. Cost $153.92 Unrealized
WPRT WESTPORT FUEL SYSTEMS INC COM 0.0%
Value ($000) $278 (-77.7%) Shares 177,282 (-67.7%) Est. Cost $6.20 Unrealized -69.8%
DOW DOW INC COM 0.0%
Value ($000) $5,466 (-14.9%) Shares 233,771 (-16.6%) Est. Cost $45.65 Unrealized -50.1%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $3,807 (-19.9%) Shares 45,891 (-1.6%) Est. Cost $45.62 Unrealized +103.4%
DT DYNATRACE INC COM NEW 0.0%
Value ($000) $3,304 (-22.0%) Shares 76,228 (-12.8%) Est. Cost $49.47 Unrealized -5.8%
ODFL OLD DOMINION FREIGHT LINE IN COM 0.0%
Value ($000) $15,844 (+6.2%) Shares 101,049 (-4.6%) Est. Cost $184.90 Unrealized -22.6%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $3,237 (-22.1%) Shares 69,622 (-15.5%) Est. Cost $47.31 Unrealized +0.3%
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value ($000) $345 (-72.6%) Shares 7,390 (-73.4%) Est. Cost $51.75 Unrealized -11.5%
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $4,803 (-15.9%) Shares 10,767 (-8.9%) Est. Cost $313.59 Unrealized
LEN LENNAR CORP CL A 0.0%
Value ($000) $1,627 (-35.7%) Shares 15,828 (-21.2%) Est. Cost $131.45 Unrealized -8.2%
BALL BALL CORP COM 0.0%
Value ($000) $1,436 (-38.6%) Shares 27,119 (-41.5%) Est. Cost $62.70 Unrealized -21.7%
JAAA JANUS DETROIT STR TR HENDRSON AAA CL 0.0%
Value ($000) $28,208 (-3.1%) Shares 557,700 (-2.7%) Est. Cost $50.41 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $4,377 (-16.9%) Shares 33,939 (-8.9%) Est. Cost $102.77 Unrealized +31.2%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $1,534 (-36.4%) Shares 36,616 (-11.8%) Est. Cost $67.42 Unrealized -12.9%
PEP PEPSICO INC COM 0.2%
Value ($000) $135,229 (+0.7%) Shares 942,231 (-1.5%) Est. Cost $102.96 Unrealized +41.7%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $8,550 (-9.2%) Shares 14,995 (-3.0%) Est. Cost $340.04 Unrealized +70.2%
FSS FEDERAL SIGNAL CORP COM 0.0%
Value ($000) $3,546 (-19.5%) Shares 32,651 (-11.8%) Est. Cost $80.70 Unrealized +41.8%
FV FIRST TR EXCHANGE TRADED FD DORSEY WRT 5 ETF 0.0%
Value ($000) $26,403 (-3.1%) Shares 419,629 (-4.6%) Est. Cost $41.53 Unrealized
TER TERADYNE INC COM 0.0%
Value ($000) $5,560 (+17.2%) Shares 28,723 (-16.6%) Est. Cost $112.24 Unrealized +52.8%
FXO FIRST TR EXCHANGE TRADED FD FINLS ALPHADEX 0.0%
Value ($000) $5,961 (-11.9%) Shares 98,773 (-13.3%) Est. Cost $51.62 Unrealized
CCS CENTURY CMNTYS INC COM 0.0%
Value ($000) $5,249 (-13.0%) Shares 88,448 (-7.1%) Est. Cost $72.65 Unrealized -16.5%
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW 0.0%
Value ($000) $3,220 (-19.6%) Shares 409,703 (-22.4%) Est. Cost $7.53 Unrealized
SAIC SCIENCE APPLICATIONS INTL CO COM 0.0%
Value ($000) $1,168 (-40.0%) Shares 11,604 (-40.8%) Est. Cost $102.12 Unrealized -6.5%
GLDM WORLD GOLD TR SPDR GLD MINIS 0.0%
Value ($000) $28,260 (+2.8%) Shares 331,035 (-7.9%) Est. Cost $40.21 Unrealized
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $4,713 (-14.0%) Shares 29,598 (-12.6%) Est. Cost $113.81 Unrealized +45.2%
WAY WAYSTAR HLDG CORP COM 0.0%
Value ($000) $2,316 (-24.8%) Shares 70,732 (-12.9%) Est. Cost $38.52 Unrealized -7.5%
IBKR INTERACTIVE BROKERS GROUP IN COM CL A 0.0%
Value ($000) $6,338 (-10.7%) Shares 98,561 (-4.5%) Est. Cost $46.22 Unrealized +44.7%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $2,913 (+35.2%) Shares 101,092 (-8.4%) Est. Cost $15.17 Unrealized +54.1%
SJNK SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $217 (-77.6%) Shares 8,583 (-77.4%) Est. Cost $25.25 Unrealized
EMB ISHARES TR JPMORGAN USD EMG 0.0%
Value ($000) $7,031 (-9.6%) Shares 73,030 (-10.6%) Est. Cost $94.86 Unrealized
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value ($000) $414 (-64.0%) Shares 14,156 (-41.0%) Est. Cost $40.17 Unrealized +2.5%
TGT TARGET CORP COM 0.0%
Value ($000) $20,092 (-3.5%) Shares 205,540 (-11.5%) Est. Cost $66.22 Unrealized +38.4%
PNR PENTAIR PLC SHS 0.0%
Value ($000) $5,000 (-12.7%) Shares 48,009 (-7.2%) Est. Cost $45.31 Unrealized +135.6%
DDS DILLARDS INC CL A 0.0%
Value ($000) $2,017 (-26.6%) Shares 3,326 (-25.6%) Est. Cost $240.28 Unrealized +153.5%
EATON VANCE TAX-MANAGED DIVE COM 0.0%
Value ($000) $7,915 (-8.4%) Shares 515,970 (-5.1%) Est. Cost $12.35 Unrealized
FLRN SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $4,440 (-13.8%) Shares 144,489 (-13.5%) Est. Cost $29.50 Unrealized
DKS DICKS SPORTING GOODS INC COM 0.0%
Value ($000) $4,816 (-12.8%) Shares 24,325 (-2.1%) Est. Cost $147.93 Unrealized +46.8%
KNSL KINSALE CAP GROUP INC COM 0.0%
Value ($000) $3,783 (-15.7%) Shares 9,672 (-8.3%) Est. Cost $291.95 Unrealized +39.6%
FTSM FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 0.0%
Value ($000) $9,370 (-6.9%) Shares 156,343 (-7.0%) Est. Cost $59.56 Unrealized
SHYG ISHARES TR 0-5YR HI YL CP 0.0%
Value ($000) $455 (-60.2%) Shares 10,614 (-59.8%) Est. Cost $39.40 Unrealized
STIP ISHARES TR 0-5 YR TIPS ETF 0.0%
Value ($000) $5,836 (-10.3%) Shares 57,001 (-9.5%) Est. Cost $91.24 Unrealized
KAI KADANT INC COM 0.0%
Value ($000) $3,393 (-16.5%) Shares 11,904 (-12.8%) Est. Cost $212.68 Unrealized +33.4%
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.0%
Value ($000) $696 (-49.0%) Shares 34,833 (-40.6%) Est. Cost $21.52 Unrealized -0.1%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $2,914 (-18.6%) Shares 79,547 (-22.1%) Est. Cost $45.77 Unrealized -24.1%
TMDX TRANSMEDICS GROUP INC COM 0.0%
Value ($000) $1,688 (-27.9%) Shares 13,875 (-33.5%) Est. Cost $109.94 Unrealized +14.1%
ESTC ELASTIC N V ORD SHS 0.0%
Value ($000) $2,319 (-21.9%) Shares 30,741 (-12.6%) Est. Cost $100.30 Unrealized -18.7%
NSA NATIONAL STORAGE AFFILIATES COM SHS BEN IN 0.0%
Value ($000) $2,286 (-22.1%) Shares 81,028 (-16.5%) Est. Cost $45.56 Unrealized
ADSK AUTODESK INC COM 0.0%
Value ($000) $2,728 (-19.1%) Shares 9,216 (-13.2%) Est. Cost $217.54 Unrealized +39.1%
TARS TARSUS PHARMACEUTICALS INC COM 0.0%
Value ($000) $3,842 (+20.0%) Shares 46,928 (-12.9%) Est. Cost $29.20 Unrealized +155.7%
BMI BADGER METER INC COM 0.0%
Value ($000) $3,662 (-14.9%) Shares 20,994 (-12.8%) Est. Cost $201.32 Unrealized -10.7%
IUSG ISHARES TR CORE SP US GWT 0.0%
Value ($000) $12,090 (-5.0%) Shares 71,990 (-6.9%) Est. Cost $71.01 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS IN CL A 0.0%
Value ($000) $3,057 (+26.0%) Shares 58,465 (-4.8%) Est. Cost $46.11 Unrealized +1.4%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $9,338 (+7.2%) Shares 15,434 (-3.1%) Est. Cost $367.40 Unrealized +49.6%
VXUS VANGUARD STAR FDS VG TL INTL STK F 0.0%
Value ($000) $4,815 (-11.5%) Shares 63,820 (-13.8%) Est. Cost $65.88 Unrealized
BKLN INVESCO EXCH TRADED FD TR II SR LN ETF 0.0%
Value ($000) $4,180 (-12.9%) Shares 199,036 (-13.2%) Est. Cost $21.63 Unrealized
IEV ISHARES TR EUROPE ETF 0.0%
Value ($000) $949 (-39.4%) Shares 13,836 (-42.2%) Est. Cost $60.88 Unrealized
EXLS EXLSERVICE HOLDINGS INC COM 0.0%
Value ($000) $3,442 (-15.2%) Shares 81,097 (-12.0%) Est. Cost $32.45 Unrealized +26.0%
HUBG HUB GROUP INC CL A 0.0%
Value ($000) $3,676 (+20.1%) Shares 86,276 (-3.0%) Est. Cost $43.88 Unrealized -13.4%
FNF FIDELITY NATIONAL FINANCIAL COM SHS 0.0%
Value ($000) $4,431 (-12.1%) Shares 81,164 (-2.7%) Est. Cost $27.38 Unrealized +100.0%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $1,741 (-25.9%) Shares 17,802 (-17.7%) Est. Cost $110.96 Unrealized -7.3%
APP APPLOVIN CORP COM CL A 0.0%
Value ($000) $7,301 (-7.7%) Shares 10,835 (-1.5%) Est. Cost $324.21 Unrealized +94.4%
NBIX NEUROCRINE BIOSCIENCES INC COM 0.0%
Value ($000) $5,986 (-9.2%) Shares 42,205 (-10.1%) Est. Cost $125.00 Unrealized +15.9%
SLQD ISHARES TR 0-5YR INVT GR CP 0.0%
Value ($000) $1,392 (-30.3%) Shares 27,455 (-30.1%) Est. Cost $48.98 Unrealized
MTSI MACOM TECH SOLUTIONS HLDGS I COM 0.0%
Value ($000) $3,697 (+19.6%) Shares 21,583 (-13.1%) Est. Cost $116.84 Unrealized +35.8%
CALAMOS GBL DYN INCOME FUND COM 0.0%
Value ($000) $7,022 (-7.9%) Shares 947,646 (-6.3%) Est. Cost $6.27 Unrealized
VERX VERTEX INC CL A 0.0%
Value ($000) $1,741 (-25.4%) Shares 87,178 (-7.4%) Est. Cost $33.46 Unrealized -35.4%
CPNG COUPANG INC CL A 0.0%
Value ($000) $215 (-73.3%) Shares 9,111 (-63.5%) Est. Cost $23.71 Unrealized +20.0%
POWL POWELL INDS INC COM 0.0%
Value ($000) $19,566 (+3.1%) Shares 61,377 (-1.4%) Est. Cost $169.55 Unrealized +98.5%
ICF ISHARES TR SELECT US REIT 0.0%
Value ($000) $4,665 (-11.1%) Shares 78,186 (-8.2%) Est. Cost $62.92 Unrealized
HCAT HEALTH CATALYST INC COM 0.0%
Value ($000) $1,180 (-32.9%) Shares 493,746 (-20.0%) Est. Cost $3.42 Unrealized -20.1%
SR SPIRE INC COM 0.0%
Value ($000) $7,820 (-6.8%) Shares 94,557 (-8.2%) Est. Cost $66.62 Unrealized
TIP ISHARES TR TIPS BD ETF 0.0%
Value ($000) $7,268 (-7.2%) Shares 66,131 (-6.1%) Est. Cost $115.88 Unrealized
PEN PENUMBRA INC COM 0.1%
Value ($000) $45,292 (+1.3%) Shares 145,675 (-17.5%) Est. Cost $227.04 Unrealized +21.6%
RBRK RUBRIK INC. CL A 0.0%
Value ($000) $2,313 (-19.4%) Shares 30,245 (-13.3%) Est. Cost $85.96 Unrealized -10.8%
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $3,392 (-14.0%) Shares 191,532 (-3.8%) Est. Cost $20.73 Unrealized
DFLV DIMENSIONAL ETF TRUST US LARGE CAP VAL 0.0%
Value ($000) $266 (-67.4%) Shares 7,767 (-68.6%) Est. Cost $32.90 Unrealized
SSD SIMPSON MFG INC COM 0.0%
Value ($000) $3,527 (-13.4%) Shares 21,845 (-10.2%) Est. Cost $169.85 Unrealized -0.7%
GEHC GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 0.0%
Value ($000) $10,341 (+5.5%) Shares 126,081 (-3.4%) Est. Cost $72.58 Unrealized +7.3%
MTB M T BK CORP COM 0.0%
Value ($000) $892 (-37.4%) Shares 4,427 (-38.6%) Est. Cost $149.78 Unrealized +26.9%
AES AES CORP COM 0.0%
Value ($000) $982 (-34.9%) Shares 68,487 (-40.2%) Est. Cost $15.59 Unrealized -10.0%
NUVEEN MUN HIGH INCOME OPPOR COM 0.0%
Value ($000) $1,605 (-24.6%) Shares 157,489 (-21.7%) Est. Cost $10.97 Unrealized
QTEC FIRST TR EXCHANGE-TRADED FD SHS 0.0%
Value ($000) $11,183 (-4.4%) Shares 48,577 (-4.7%) Est. Cost $132.03 Unrealized
ESLT ELBIT SYS LTD ORD 0.0%
Value ($000) $5,133 (+11.3%) Shares 8,885 (-1.8%) Est. Cost $126.15 Unrealized +296.9%
EEMV ISHARES INC MSCI EMERG MRKT 0.0%
Value ($000) $9,420 (-5.2%) Shares 147,094 (-5.5%) Est. Cost $56.38 Unrealized
MTDR MATADOR RES CO COM 0.0%
Value ($000) $2,027 (-20.4%) Shares 47,771 (-15.7%) Est. Cost $58.06 Unrealized -27.7%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $9,428 (+5.8%) Shares 68,385 (-1.6%) Est. Cost $92.33 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $6,756 (-6.9%) Shares 258,046 (-6.0%) Est. Cost $19.13 Unrealized +45.7%
PWB INVESCO EXCHANGE TRADED FD T LARGE CAP GROWTH 0.0%
Value ($000) $11,203 (-4.2%) Shares 88,136 (-5.5%) Est. Cost $46.98 Unrealized
FPX FIRST TR EXCHANGE-TRADED FD US EQTY OPPT ETF 0.0%
Value ($000) $1,297 (-26.3%) Shares 7,926 (-25.2%) Est. Cost $114.39 Unrealized
VOX VANGUARD WORLD FD COMM SRVC ETF 0.0%
Value ($000) $14,063 (-3.1%) Shares 72,630 (-6.1%) Est. Cost $125.83 Unrealized
SPYI NEOS ETF TRUST NEOS SP 500 HI 0.0%
Value ($000) $1,219 (-26.8%) Shares 23,212 (-27.1%) Est. Cost $51.43 Unrealized
SNDK SANDISK CORP COM 0.0%
Value ($000) $959 (+86.0%) Shares 4,042 (-12.1%) Est. Cost $58.39 Unrealized +243.0%
SHY ISHARES TR 1 3 YR TREAS BD 0.0%
Value ($000) $22,577 (-1.8%) Shares 272,608 (-1.7%) Est. Cost $79.30 Unrealized
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $209 (-67.0%) Shares 2,584 (-43.6%) Est. Cost $76.96 Unrealized +38.0%
COCO VITA COCO CO INC COM 0.0%
Value ($000) $5,259 (+8.7%) Shares 99,211 (-12.9%) Est. Cost $21.76 Unrealized +115.5%
GDXJ VANECK ETF TRUST JUNIOR GOLD MINE 0.0%
Value ($000) $1,933 (-17.4%) Shares 16,988 (-28.1%) Est. Cost $33.04 Unrealized
SNOW SNOWFLAKE INC COM SHS 0.0%
Value ($000) $7,198 (-5.3%) Shares 32,814 (-2.7%) Est. Cost $163.68 Unrealized +49.1%
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $694 (-36.9%) Shares 3,240 (-43.7%) Est. Cost $195.93 Unrealized
KNSA KINIKSA PHARMACEUTICALS INTL ORD SHS CL A 0.0%
Value ($000) $1,742 (-18.9%) Shares 42,237 (-23.6%) Est. Cost $25.46 Unrealized +57.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIO CL A 0.0%
Value ($000) $2,201 (+22.2%) Shares 26,515 (-1.2%) Est. Cost $70.18 Unrealized +6.4%
HQY HEALTHEQUITY INC COM 0.0%
Value ($000) $3,502 (-10.2%) Shares 38,231 (-7.1%) Est. Cost $96.44 Unrealized -0.7%
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $1,282 (-23.6%) Shares 21,552 (-30.8%) Est. Cost $35.56 Unrealized +85.7%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $2,560 (-13.3%) Shares 22,682 (-20.4%) Est. Cost $91.31 Unrealized +16.6%
ACI ALBERTSONS COS INC COMMON STOCK 0.0%
Value ($000) $2,518 (-13.4%) Shares 146,671 (-11.6%) Est. Cost $19.37 Unrealized -8.9%
SYBT STOCK YDS BANCORP INC COM 0.0%
Value ($000) $3,681 (-9.4%) Shares 56,682 (-2.4%) Est. Cost $49.08 Unrealized +36.9%
DSI ISHARES TR ESG MSCI KLD 400 0.0%
Value ($000) $837 (-30.7%) Shares 6,499 (-32.3%) Est. Cost $85.27 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $4,099 (-8.3%) Shares 60,882 (-3.1%) Est. Cost $60.54 Unrealized +14.9%
RHI ROBERT HALF INC. COM 0.0%
Value ($000) $784 (-31.9%) Shares 28,871 (-14.8%) Est. Cost $52.36 Unrealized -45.5%
PPG PPG INDS INC COM 0.0%
Value ($000) $8,712 (-4.0%) Shares 85,033 (-1.6%) Est. Cost $101.74 Unrealized -1.6%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $18,648 (-1.9%) Shares 123,266 (-1.5%) Est. Cost $98.67 Unrealized +49.7%
ESGU ISHARES TR ESG AWR MSCI USA 0.0%
Value ($000) $1,547 (-19.1%) Shares 10,385 (-20.9%) Est. Cost $89.89 Unrealized
CHE CHEMED CORP NEW COM 0.0%
Value ($000) $590 (-37.9%) Shares 1,380 (-35.0%) Est. Cost $519.29 Unrealized -16.2%
CALAMOS CONV OPPORTUNITIES SH BEN INT 0.0%
Value ($000) $5,691 (-5.9%) Shares 543,001 (-3.2%) Est. Cost $11.47 Unrealized
OZK BANK OZK LITTLE ROCK ARK COM 0.0%
Value ($000) $2,010 (-15.2%) Shares 43,671 (-6.0%) Est. Cost $43.70 Unrealized +5.9%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $967 (-27.0%) Shares 50,609 (-13.1%) Est. Cost $42.74 Unrealized -53.2%
MUSA MURPHY USA INC COM 0.1%
Value ($000) $40,303 (-0.9%) Shares 99,878 (-4.6%) Est. Cost $282.32 Unrealized +35.8%
TTAN SERVICETITAN INC SHS CL A 0.0%
Value ($000) $2,598 (-11.9%) Shares 24,391 (-16.6%) Est. Cost $109.72 Unrealized -11.0%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $2,844 (-11.0%) Shares 16,390 (-2.2%) Est. Cost $125.38 Unrealized +45.2%
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $633 (-35.6%) Shares 5,599 (-17.5%) Est. Cost $169.91 Unrealized
FXU FIRST TR EXCHANGE TRADED FD UTILITIES ALPH 0.0%
Value ($000) $4,543 (-6.9%) Shares 100,925 (-6.0%) Est. Cost $40.40 Unrealized
CARY ANGEL OAK FUNDS TRUST INCOME ETF 0.0%
Value ($000) $11,501 (-2.8%) Shares 552,275 (-2.4%) Est. Cost $20.75 Unrealized
DGS WISDOMTREE TR EMG MKTS SMCAP 0.0%
Value ($000) $4,810 (-6.4%) Shares 84,031 (-6.6%) Est. Cost $44.47 Unrealized
JPIB J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 0.0%
Value ($000) $8,360 (-3.7%) Shares 171,660 (-3.1%) Est. Cost $46.67 Unrealized
IVZ INVESCO LTD SHS 0.0%
Value ($000) $2,748 (+13.1%) Shares 104,604 (-1.2%) Est. Cost $18.63 Unrealized +30.5%
NUVEEN AMT FREE QLTY MUN INC COM 0.0%
Value ($000) $2,380 (-11.8%) Shares 204,646 (-13.6%) Est. Cost $11.64 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $9,379 (-3.2%) Shares 12,241 (-1.0%) Est. Cost $708.26 Unrealized +10.3%
BLACKROCK MUNIHOLDINGS FD IN COM 0.0%
Value ($000) $584 (-34.2%) Shares 49,753 (-34.1%) Est. Cost $12.06 Unrealized
INVH INVITATION HOMES INC COM 0.0%
Value ($000) $601 (-33.4%) Shares 21,612 (-29.7%) Est. Cost $32.66 Unrealized -15.4%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $925 (-24.4%) Shares 11,669 (-30.3%) Est. Cost $60.70 Unrealized +26.2%
ICSH ISHARES TR ULTRA SHORT DUR 0.0%
Value ($000) $2,172 (-12.0%) Shares 42,941 (-11.7%) Est. Cost $50.26 Unrealized
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $6,455 (-4.3%) Shares 47,255 (-5.7%) Est. Cost $79.17 Unrealized +65.1%
VIS VANGUARD WORLD FD INDUSTRIAL ETF 0.0%
Value ($000) $2,904 (-9.1%) Shares 9,733 (-9.8%) Est. Cost $159.16 Unrealized
RWL INVESCO EXCH TRADED FD TR II SP 500 REVENUE 0.0%
Value ($000) $726 (-28.6%) Shares 6,344 (-31.0%) Est. Cost $98.36 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $628 (-31.5%) Shares 30,437 (-38.0%) Est. Cost $14.51 Unrealized +27.4%
FTGC FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 0.0%
Value ($000) $1,594 (-15.3%) Shares 68,607 (-5.5%) Est. Cost $25.54 Unrealized
FAF FIRST AMERN FINL CORP COM 0.0%
Value ($000) $818 (-25.8%) Shares 13,313 (-22.4%) Est. Cost $53.91 Unrealized +15.6%
F FORD MTR CO COM 0.0%
Value ($000) $3,706 (+8.1%) Shares 282,433 (-1.4%) Est. Cost $10.74 Unrealized +19.5%
YOU CLEAR SECURE INC COM CL A 0.0%
Value ($000) $10,628 (+2.7%) Shares 302,972 (-2.3%) Est. Cost $25.21 Unrealized +34.7%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $2,634 (+11.6%) Shares 72,593 (-4.1%) Est. Cost $24.69 Unrealized +37.5%
BBY BEST BUY INC COM 0.0%
Value ($000) $475 (-36.3%) Shares 7,097 (-27.9%) Est. Cost $80.65 Unrealized -6.4%
VRP INVESCO EXCH TRADED FD TR II VAR RATE PFD 0.0%
Value ($000) $5,520 (-4.7%) Shares 226,895 (-3.2%) Est. Cost $25.02 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $6,790 (-3.8%) Shares 106,565 (-3.0%) Est. Cost $73.41 Unrealized -16.4%
KNG FIRST TR EXCHANGE-TRADED FD FT VEST SP 500 0.0%
Value ($000) $5,179 (-4.8%) Shares 105,365 (-4.5%) Est. Cost $50.39 Unrealized
USMV ISHARES TR MSCI USA MIN VOL 0.0%
Value ($000) $9,454 (-2.7%) Shares 100,406 (-1.6%) Est. Cost $64.11 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $10,833 (+2.4%) Shares 93,318 (-3.9%) Est. Cost $43.54 Unrealized +153.8%
BOOT BOOT BARN HLDGS INC COM 0.0%
Value ($000) $3,854 (-6.2%) Shares 21,840 (-11.9%) Est. Cost $93.50 Unrealized +99.5%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $8,829 (+3.0%) Shares 43,454 (-11.4%) Est. Cost $109.42 Unrealized +69.6%
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 0.0%
Value ($000) $1,155 (-17.8%) Shares 50,610 (-19.1%) Est. Cost $21.81 Unrealized
FXD FIRST TR EXCHANGE TRADED FD CONSUMR DISCRE 0.0%
Value ($000) $649 (-27.8%) Shares 9,491 (-27.9%) Est. Cost $53.11 Unrealized
AME AMETEK INC COM 0.0%
Value ($000) $3,454 (+7.7%) Shares 16,824 (-1.3%) Est. Cost $88.18 Unrealized +120.4%
ZG ZILLOW GROUP INC CL A 0.0%
Value ($000) $1,209 (-16.6%) Shares 17,715 (-9.0%) Est. Cost $91.64 Unrealized -23.3%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $5,229 (-4.4%) Shares 18,019 (-5.6%) Est. Cost $342.02 Unrealized -18.1%
BOND PIMCO ETF TR ACTIVE BD ETF 0.0%
Value ($000) $4,228 (-5.3%) Shares 45,428 (-5.0%) Est. Cost $92.79 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $1,717 (-12.1%) Shares 26,385 (-2.4%) Est. Cost $72.93 Unrealized -5.4%
PEG PUBLIC SVC ENTERPRISE GRP IN COM 0.0%
Value ($000) $2,828 (-7.4%) Shares 35,220 (-3.7%) Est. Cost $60.16 Unrealized +34.8%
DOX AMDOCS LTD SHS 0.0%
Value ($000) $3,435 (-6.0%) Shares 42,664 (-4.2%) Est. Cost $56.55 Unrealized +41.3%
VBK VANGUARD INDEX FDS SML CP GRW ETF 0.0%
Value ($000) $11,608 (-1.8%) Shares 38,423 (-3.3%) Est. Cost $197.59 Unrealized
SOXX ISHARES TR ISHARES SEMICDTR 0.0%
Value ($000) $6,567 (+3.4%) Shares 21,808 (-6.9%) Est. Cost $232.97 Unrealized
TLH ISHARES TR 10-20 YR TRS ETF 0.0%
Value ($000) $3,994 (-5.1%) Shares 39,284 (-3.8%) Est. Cost $102.91 Unrealized
CM CANADIAN IMPERIAL BANK OF CO COM 0.0%
Value ($000) $3,382 (+6.7%) Shares 37,325 (-6.0%) Est. Cost $50.34 Unrealized +70.4%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $2,880 (-6.8%) Shares 8,763 (-2.0%) Est. Cost $217.22 Unrealized +50.3%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $648 (-24.3%) Shares 10,220 (-8.1%) Est. Cost $98.58 Unrealized -29.5%
FUMB FIRST TR EXCH TRADED FD III ULTRA SHT DUR MU 0.0%
Value ($000) $2,344 (-8.1%) Shares 116,870 (-7.9%) Est. Cost $20.10 Unrealized
RY ROYAL BK CDA COM 0.0%
Value ($000) $2,064 (+10.9%) Shares 12,105 (-4.2%) Est. Cost $87.01 Unrealized +76.5%
INSM INSMED INC COM PAR $.01 0.0%
Value ($000) $3,426 (+6.3%) Shares 19,684 (-12.1%) Est. Cost $76.46 Unrealized +138.7%
CWI SPDR INDEX SHS FDS MSCI ACWI EXUS 0.0%
Value ($000) $14,371 (+1.4%) Shares 400,093 (-1.4%) Est. Cost $7.37 Unrealized
CORP PIMCO ETF TR INV GRD CRP BD 0.0%
Value ($000) $2,668 (-6.9%) Shares 27,271 (-6.2%) Est. Cost $71.16 Unrealized
PINNACLE FINL PARTNERS INC COM 0.0%
Value ($000) $584 (-25.2%) Shares 6,117 (-26.4%) Est. Cost $96.72 Unrealized
ICVT ISHARES TR CONV BD ETF 0.0%
Value ($000) $253 (-43.4%) Shares 2,569 (-42.5%) Est. Cost $100.05 Unrealized
PSN PARSONS CORP DEL COM 0.0%
Value ($000) $215 (-47.4%) Shares 3,484 (-29.4%) Est. Cost $77.35 Unrealized +1.2%
ALHC ALIGNMENT HEALTHCARE INC COM 0.0%
Value ($000) $3,642 (+5.5%) Shares 184,396 (-6.8%) Est. Cost $15.48 Unrealized +16.0%
PRGO PERRIGO CO PLC SHS 0.0%
Value ($000) $160 (-53.8%) Shares 11,518 (-26.0%) Est. Cost $32.61 Unrealized -48.9%
FTSL FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 0.0%
Value ($000) $717 (-20.5%) Shares 15,626 (-20.6%) Est. Cost $47.06 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $2,201 (-7.6%) Shares 8,594 (-6.2%) Est. Cost $397.40 Unrealized -34.2%
SOCL GLOBAL X FDS SOCIAL MED ETF 0.0%
Value ($000) $475 (-27.5%) Shares 8,610 (-20.2%) Est. Cost $53.67 Unrealized
SPSM SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $5,030 (-3.4%) Shares 107,335 (-4.6%) Est. Cost $40.36 Unrealized
GSIE GOLDMAN SACHS ETF TR ACTIVEBETA INT 0.0%
Value ($000) $7,011 (+2.6%) Shares 163,272 (-1.8%) Est. Cost $29.28 Unrealized
IYJ ISHARES TR US INDUSTRIALS 0.0%
Value ($000) $1,469 (-10.7%) Shares 9,913 (-12.0%) Est. Cost $107.12 Unrealized
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.0%
Value ($000) $7,376 (-2.3%) Shares 280,135 (-3.3%) Est. Cost $19.92 Unrealized +31.0%
INFL LISTED FDS TR HORIZON KINETICS 0.0%
Value ($000) $5,169 (-3.2%) Shares 116,266 (-2.7%) Est. Cost $38.64 Unrealized
TXT TEXTRON INC COM 0.0%
Value ($000) $1,518 (-10.2%) Shares 17,416 (-13.0%) Est. Cost $61.72 Unrealized +35.5%
TTEK TETRA TECH INC NEW COM 0.0%
Value ($000) $674 (-20.3%) Shares 20,099 (-20.7%) Est. Cost $41.10 Unrealized -17.7%
VSGX VANGUARD WORLD FD ESG INTL STK ETF 0.0%
Value ($000) $11,735 (+1.5%) Shares 163,849 (-1.7%) Est. Cost $49.45 Unrealized
IJJ ISHARES TR SP MC 400VL ETF 0.1%
Value ($000) $45,306 (+0.4%) Shares 344,298 (-1.1%) Est. Cost $106.11 Unrealized
UTZ UTZ BRANDS INC COM CL A 0.0%
Value ($000) $208 (-44.1%) Shares 20,010 (-34.6%) Est. Cost $15.57 Unrealized -30.7%
JCPB J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 0.0%
Value ($000) $10,211 (-1.6%) Shares 215,649 (-1.1%) Est. Cost $43.83 Unrealized
TNGY TORTOISE CAPITAL SERIES TRUS ENERGY FD 0.0%
Value ($000) $6,257 (-2.5%) Shares 692,130 (-2.2%) Est. Cost $9.17 Unrealized
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $1,216 (-11.7%) Shares 20,132 (-7.0%) Est. Cost $38.32 Unrealized +53.8%
VTWV VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 0.0%
Value ($000) $1,527 (-9.5%) Shares 9,551 (-11.8%) Est. Cost $101.33 Unrealized
CHD CHURCH DWIGHT CO INC COM 0.0%
Value ($000) $2,764 (-5.4%) Shares 32,963 (-1.1%) Est. Cost $86.17 Unrealized -1.0%
RES RPC INC COM 0.0%
Value ($000) $1,924 (+8.8%) Shares 353,637 (-4.8%) Est. Cost $7.30 Unrealized -29.5%
XBNYX BLACKROCK N Y MUN INCOME TRU SH BEN INT 0.0%
Value ($000) $554 (-21.9%) Shares 54,666 (-22.1%) Est. Cost $10.24 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $585 (-20.9%) Shares 6,588 (-14.2%) Est. Cost $106.37 Unrealized -14.4%
LAZ LAZARD INC COM 0.0%
Value ($000) $424 (-26.8%) Shares 8,736 (-20.4%) Est. Cost $42.52 Unrealized +17.3%
INSP INSPIRE MED SYS INC COM 0.0%
Value ($000) $2,021 (+8.3%) Shares 21,910 (-12.9%) Est. Cost $178.16 Unrealized -46.3%
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $1,368 (+12.6%) Shares 9,521 (-3.9%) Est. Cost $138.78 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $3,467 (-4.2%) Shares 7,070 (-4.1%) Est. Cost $197.70 Unrealized +139.7%
COMT ISHARES U S ETF TR GSCI CMDTY STGY 0.0%
Value ($000) $1,494 (-9.1%) Shares 60,026 (-2.0%) Est. Cost $25.54 Unrealized
PIMCO CALIF MUN INCOME FD COM 0.0%
Value ($000) $587 (-20.2%) Shares 67,250 (-20.2%) Est. Cost $8.70 Unrealized
IYR ISHARES TR U.S. REAL ES ETF 0.0%
Value ($000) $2,062 (-6.7%) Shares 21,958 (-3.5%) Est. Cost $89.27 Unrealized
SHAK SHAKE SHACK INC CL A 0.0%
Value ($000) $877 (-14.4%) Shares 10,806 (-1.3%) Est. Cost $53.46 Unrealized +64.9%
ROST ROSS STORES INC COM 0.0%
Value ($000) $1,129 (+15.1%) Shares 6,269 (-2.7%) Est. Cost $131.95 Unrealized +26.3%
PICK ISHARES INC MSCI GBL ETF NEW 0.0%
Value ($000) $1,531 (+10.5%) Shares 29,826 (-4.2%) Est. Cost $40.97 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $2,952 (+5.1%) Shares 6,511 (-9.2%) Est. Cost $252.24 Unrealized +70.9%
AIZ ASSURANT INC COM 0.0%
Value ($000) $1,571 (+10.0%) Shares 6,522 (-1.1%) Est. Cost $115.37 Unrealized +93.1%
IJK ISHARES TR SP MC 400GR ETF 0.0%
Value ($000) $23,773 (-0.6%) Shares 245,382 (-1.6%) Est. Cost $95.12 Unrealized
IHDG WISDOMTREE TR ITL HDG QTLY DIV 0.0%
Value ($000) $7,559 (+1.9%) Shares 155,353 (-3.5%) Est. Cost $35.67 Unrealized
INOD INNODATA INC COM NEW 0.0%
Value ($000) $250 (-35.5%) Shares 4,903 (-2.4%) Est. Cost $31.51 Unrealized +107.0%
GLTR ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET 0.0%
Value ($000) $732 (+22.5%) Shares 3,559 (-1.4%) Est. Cost $104.02 Unrealized
MSEX MIDDLESEX WTR CO COM 0.0%
Value ($000) $1,457 (-8.4%) Shares 28,901 (-1.7%) Est. Cost $53.50 Unrealized +0.5%
TR TOOTSIE ROLL INDS INC COM 0.0%
Value ($000) $769 (-14.8%) Shares 21,006 (-2.5%) Est. Cost $29.83 Unrealized +30.8%
BBIO BRIDGEBIO PHARMA INC COM 0.0%
Value ($000) $3,122 (+4.3%) Shares 40,810 (-29.1%) Est. Cost $37.81 Unrealized +73.6%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $1,967 (+7.0%) Shares 32,581 (-1.2%) Est. Cost $42.76 Unrealized
RSPD INVESCO EXCHANGE TRADED FD T SP500 EQL DIS 0.0%
Value ($000) $1,002 (-11.1%) Shares 17,572 (-10.1%) Est. Cost $57.70 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $4,708 (-2.6%) Shares 55,396 (-3.6%) Est. Cost $71.95 Unrealized +21.6%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $1,854 (-6.3%) Shares 23,400 (-2.3%) Est. Cost $49.20 Unrealized +60.4%
NUVEEN MUN VALUE FD INC COM 0.0%
Value ($000) $2,020 (-5.8%) Shares 222,960 (-6.6%) Est. Cost $9.75 Unrealized
ADMA ADMA BIOLOGICS INC COM 0.0%
Value ($000) $1,593 (+8.4%) Shares 87,317 (-12.9%) Est. Cost $20.39 Unrealized -17.3%
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $771 (-13.8%) Shares 1,850 (-10.7%) Est. Cost $411.11 Unrealized +1.1%
PWV INVESCO EXCHANGE TRADED FD T LARGE CAP VALUE 0.0%
Value ($000) $2,145 (-5.4%) Shares 32,253 (-7.2%) Est. Cost $36.10 Unrealized
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $4,124 (+3.0%) Shares 147,228 (-6.2%) Est. Cost $29.19 Unrealized -6.7%
ADVENT CONV INCOME FD COM 0.0%
Value ($000) $3,764 (-3.1%) Shares 300,161 (-1.2%) Est. Cost $12.13 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $875 (+15.9%) Shares 21,174 (-10.5%) Est. Cost $36.94 Unrealized -5.8%
VFH VANGUARD WORLD FD FINANCIALS ETF 0.0%
Value ($000) $1,547 (-7.2%) Shares 11,589 (-8.8%) Est. Cost $103.82 Unrealized
AMJB JPMORGAN CHASE FINL CO LLC CAL LKD 44 0.0%
Value ($000) $8,376 (-1.4%) Shares 280,031 (-2.7%) Est. Cost $28.99 Unrealized
FR FIRST INDL RLTY TR INC COM 0.0%
Value ($000) $2,988 (+4.2%) Shares 52,170 (-6.4%) Est. Cost $51.48 Unrealized
CIEN CIENA CORP COM NEW 0.0%
Value ($000) $797 (+17.4%) Shares 3,409 (-26.9%) Est. Cost $56.79 Unrealized +241.6%
MANH MANHATTAN ASSOCIATES INC COM 0.0%
Value ($000) $304 (-27.8%) Shares 1,752 (-14.6%) Est. Cost $233.94 Unrealized -21.9%
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $4,258 (-2.6%) Shares 72,399 (-7.9%) Est. Cost $68.35 Unrealized -11.2%
AN AUTONATION INC COM 0.0%
Value ($000) $1,459 (-7.2%) Shares 7,067 (-1.7%) Est. Cost $180.54 Unrealized +15.2%
PGX INVESCO EXCH TRADED FD TR II PFD ETF 0.0%
Value ($000) $1,892 (-5.6%) Shares 168,301 (-2.6%) Est. Cost $11.74 Unrealized
NUSC NUSHARES ETF TR NUVEEN ESG SMLCP 0.0%
Value ($000) $444 (-19.4%) Shares 9,936 (-20.4%) Est. Cost $37.52 Unrealized
UGI UGI CORP NEW COM 0.0%
Value ($000) $1,045 (+11.4%) Shares 27,927 (-1.0%) Est. Cost $36.61 Unrealized -3.3%
CMA COMERICA INC COM 0.0%
Value ($000) $850 (+14.3%) Shares 9,781 (-9.9%) Est. Cost $48.48 Unrealized +65.0%
RS RELIANCE INC COM 0.0%
Value ($000) $983 (-9.8%) Shares 3,404 (-12.3%) Est. Cost $169.41 Unrealized +65.9%
EATON VANCE MUN BD FD COM 0.0%
Value ($000) $164 (-39.4%) Shares 16,809 (-38.1%) Est. Cost $11.13 Unrealized
BAER BRIDGER AEROSPACE GRP HLDGS COM 0.0%
Value ($000) $419 (-20.2%) Shares 228,845 (-19.3%) Est. Cost $2.70 Unrealized -35.3%
PCVX VAXCYTE INC COM 0.0%
Value ($000) $636 (+20.0%) Shares 13,788 (-6.3%) Est. Cost $58.00 Unrealized -22.9%
RLI RLI CORP COM 0.0%
Value ($000) $1,400 (-7.0%) Shares 21,883 (-5.2%) Est. Cost $58.07 Unrealized +5.8%
HACK AMPLIFY ETF TR AMPLIFY CYBERSEC 0.0%
Value ($000) $991 (-9.6%) Shares 12,327 (-2.4%) Est. Cost $74.99 Unrealized
DWAS INVESCO EXCH TRADED FD TR II DORSEY WRGT SMLC 0.0%
Value ($000) $3,025 (+3.6%) Shares 31,263 (-1.3%) Est. Cost $82.57 Unrealized
FIRST TR INTER DURATN PFD COM 0.0%
Value ($000) $1,867 (-5.3%) Shares 100,139 (-2.7%) Est. Cost $19.66 Unrealized
BOTZ GLOBAL X FDS RBTCS ARTFL INTE 0.0%
Value ($000) $2,230 (-4.4%) Shares 61,558 (-6.5%) Est. Cost $28.69 Unrealized
FXH FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH 0.0%
Value ($000) $3,805 (+2.7%) Shares 33,428 (-1.0%) Est. Cost $83.55 Unrealized
HEI/A HEICO CORP NEW CL A 0.0%
Value ($000) $961 (-9.2%) Shares 3,807 (-8.6%) Est. Cost $147.56 Unrealized +67.4%
VIRT VIRTU FINL INC CL A 0.0%
Value ($000) $979 (-9.0%) Shares 29,367 (-3.1%) Est. Cost $40.35 Unrealized -15.2%
USPH U S PHYSICAL THERAPY COM 0.0%
Value ($000) $452 (-17.3%) Shares 5,789 (-10.1%) Est. Cost $93.63 Unrealized -13.3%
ARKF ARK ETF TR BLOCKCHAIN FIN 0.0%
Value ($000) $413 (-18.5%) Shares 8,674 (-2.9%) Est. Cost $33.40 Unrealized
ALLY ALLY FINL INC COM 0.0%
Value ($000) $945 (+10.8%) Shares 20,866 (-4.1%) Est. Cost $35.30 Unrealized +15.6%
FLAHERTY CRUMRINE PFD SECS COM 0.0%
Value ($000) $2,628 (-3.4%) Shares 159,152 (-1.1%) Est. Cost $16.20 Unrealized
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $951 (-8.7%) Shares 6,847 (-8.2%) Est. Cost $125.27 Unrealized +6.2%
ESGE ISHARES INC ESG AWR MSCI EM 0.0%
Value ($000) $3,248 (-2.7%) Shares 73,534 (-4.4%) Est. Cost $34.11 Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $2,678 (+3.4%) Shares 27,093 (-1.4%) Est. Cost $93.22 Unrealized +3.1%
BLACKROCK ESG CAP ALLC TERM SHS BEN INT 0.0%
Value ($000) $1,075 (-7.5%) Shares 69,926 (-1.4%) Est. Cost $16.16 Unrealized
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $9,070 (-1.0%) Shares 75,783 (-6.4%) Est. Cost $45.91 Unrealized +148.9%
TEX TEREX CORP NEW COM 0.0%
Value ($000) $3,122 (+2.8%) Shares 58,489 (-1.2%) Est. Cost $43.29 Unrealized +16.7%
COHEN STEERS QUALITY INCOM COM 0.0%
Value ($000) $689 (-10.9%) Shares 60,353 (-2.7%) Est. Cost $13.86 Unrealized
PHO INVESCO EXCHANGE TRADED FD T WATER RES ETF 0.0%
Value ($000) $894 (-8.6%) Shares 12,695 (-6.4%) Est. Cost $44.26 Unrealized
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $4,885 (-1.7%) Shares 37,639 (-1.3%) Est. Cost $53.09 Unrealized +138.5%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $160 (-34.1%) Shares 25,992 (-3.8%) Est. Cost $77.74 Unrealized -90.9%
VLUE ISHARES TR MSCI USA VALUE 0.0%
Value ($000) $2,070 (+4.2%) Shares 15,142 (-4.7%) Est. Cost $94.22 Unrealized
MTG MGIC INVT CORP WIS COM 0.0%
Value ($000) $371 (-18.0%) Shares 12,700 (-20.4%) Est. Cost $13.13 Unrealized +113.9%
HL HECLA MNG CO COM 0.0%
Value ($000) $271 (+42.2%) Shares 14,110 (-10.3%) Est. Cost $5.70 Unrealized +168.0%
BIIB BIOGEN INC COM 0.0%
Value ($000) $1,706 (-4.5%) Shares 9,691 (-24.0%) Est. Cost $179.08 Unrealized -8.8%
VTR VENTAS INC COM 0.0%
Value ($000) $436 (-15.5%) Shares 5,637 (-23.5%) Est. Cost $49.27 Unrealized +52.2%
IOVA IOVANCE BIOTHERAPEUTICS INC COM 0.0%
Value ($000) $430 (+22.7%) Shares 157,540 (-2.5%) Est. Cost $10.04 Unrealized -76.9%
RFEM FIRST TR EXCH TRADED FD III RIVR FRNT DYN 0.0%
Value ($000) $3,567 (+2.3%) Shares 45,046 (-2.1%) Est. Cost $56.83 Unrealized
QQEW FIRST TR EXCHANGE-TRADED FD NASDAQ-100 SEL 0.0%
Value ($000) $7,460 (-1.0%) Shares 52,486 (-1.8%) Est. Cost $101.73 Unrealized
DIA SPDR DOW JONES INDL AVERAGE UT SER 1 0.0%
Value ($000) $16,092 (-0.5%) Shares 33,486 (-4.0%) Est. Cost $278.14 Unrealized
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $1,710 (-4.3%) Shares 5,029 (-19.0%) Est. Cost $190.41 Unrealized +62.5%
UMAC UNUSUAL MACHS INC COM SHS 0.0%
Value ($000) $184 (-29.5%) Shares 14,412 (-16.5%) Est. Cost $10.53 Unrealized +11.3%
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value ($000) $368 (+26.0%) Shares 1,847 (-1.2%) Est. Cost $225.30 Unrealized -19.5%
PPL PPL CORP COM 0.0%
Value ($000) $548 (-11.8%) Shares 15,635 (-6.4%) Est. Cost $24.83 Unrealized +44.3%
KBH KB HOME COM 0.0%
Value ($000) $387 (-15.8%) Shares 6,863 (-5.0%) Est. Cost $27.62 Unrealized +121.4%
NIC NICOLET BANKSHARES INC COM 0.0%
Value ($000) $513 (-11.9%) Shares 4,227 (-2.3%) Est. Cost $74.02 Unrealized +70.5%
FTI TECHNIPFMC PLC COM 0.0%
Value ($000) $2,524 (+2.8%) Shares 56,650 (-9.0%) Est. Cost $27.22 Unrealized +55.0%
MBLY MOBILEYE GLOBAL INC COMMON CLASS A 0.0%
Value ($000) $122 (-36.0%) Shares 11,700 (-13.4%) Est. Cost $31.48 Unrealized -60.3%
MOAT VANECK ETF TRUST MRNGSTR WDE MOAT 0.0%
Value ($000) $11,840 (+0.6%) Shares 114,332 (-3.8%) Est. Cost $80.55 Unrealized
AMCOR PLC ORD 0.0%
Value ($000) $1,007 (-6.2%) Shares 120,767 (-8.0%) Est. Cost $9.15 Unrealized -9.8%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $717 (+10.1%) Shares 15,029 (-1.1%) Est. Cost $56.03 Unrealized -18.2%
CALAMOS STRATEGIC TOTAL RETU COM SH BEN INT 0.0%
Value ($000) $454 (-12.4%) Shares 23,658 (-12.0%) Est. Cost $15.91 Unrealized
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $2,029 (+3.1%) Shares 22,781 (-6.0%) Est. Cost $95.52 Unrealized -3.8%
BRNS BARINTHUS BIOTHERAPEUTICS PL ADS 0.0%
Value ($000) $74 (-44.8%) Shares 105,961 (-1.4%) Est. Cost $1.09 Unrealized
CNR CORE NATURAL RESOURCES INC COM SHS 0.0%
Value ($000) $20,794 (+0.3%) Shares 234,934 (-5.4%) Est. Cost $84.05 Unrealized +1.3%
REYN REYNOLDS CONSUMER PRODS INC COM 0.0%
Value ($000) $741 (-7.5%) Shares 32,346 (-1.2%) Est. Cost $25.04 Unrealized -5.0%
VOE VANGUARD INDEX FDS MCAP VL IDXVIP 0.0%
Value ($000) $18,801 (-0.3%) Shares 106,000 (-1.9%) Est. Cost $104.40 Unrealized
IMCG ISHARES TR MRGSTR MD CP GRW 0.0%
Value ($000) $284 (-17.2%) Shares 3,557 (-14.2%) Est. Cost $80.85 Unrealized
VCR VANGUARD WORLD FD CONSUM DIS ETF 0.0%
Value ($000) $295 (-16.7%) Shares 750 (-16.2%) Est. Cost $147.33 Unrealized
DYNAVAX TECHNOLOGIES CORP COM NEW 0.0%
Value ($000) $217 (+36.8%) Shares 14,129 (-11.7%) Est. Cost $9.92 Unrealized
DFAT DIMENSIONAL ETF TRUST US TARGETED VLU 0.0%
Value ($000) $6,415 (+0.9%) Shares 107,745 (-1.3%) Est. Cost $46.19 Unrealized
AMLP ALPS ETF TR ALERIAN MLP 0.0%
Value ($000) $1,182 (-4.7%) Shares 25,136 (-4.8%) Est. Cost $46.37 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 0.0%
Value ($000) $585 (-8.8%) Shares 13,971 (-8.4%) Est. Cost $41.05 Unrealized
EDIT EDITAS MEDICINE INC COM 0.0%
Value ($000) $43 (-56.8%) Shares 20,870 (-26.9%) Est. Cost $16.17 Unrealized -82.1%
SMTC SEMTECH CORP COM 0.0%
Value ($000) $1,110 (-4.8%) Shares 15,066 (-7.7%) Est. Cost $25.52 Unrealized +178.0%
WELL WELLTOWER INC COM 0.0%
Value ($000) $1,821 (-2.9%) Shares 9,811 (-6.8%) Est. Cost $74.54 Unrealized +150.2%
XSD SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $2,715 (-2.0%) Shares 8,441 (-2.7%) Est. Cost $216.60 Unrealized
CRH CRH PLC ORD 0.0%
Value ($000) $866 (-5.4%) Shares 6,938 (-9.1%) Est. Cost $79.52 Unrealized +49.8%
NVR NVR INC COM 0.0%
Value ($000) $248 (-16.6%) Shares 34 (-8.1%) Est. Cost $4743.08 Unrealized +57.6%
GCOW PACER FDS TR GLOBL CASH ETF 0.0%
Value ($000) $10,584 (+0.5%) Shares 256,759 (-3.4%) Est. Cost $33.39 Unrealized
IHI ISHARES TR U.S. MED DVC ETF 0.0%
Value ($000) $6,279 (+0.8%) Shares 101,032 (-2.6%) Est. Cost $96.81 Unrealized
IOO ISHARES TR GLOBAL 100 ETF 0.0%
Value ($000) $2,397 (+2.1%) Shares 18,921 (-3.3%) Est. Cost $65.08 Unrealized
ITT ITT INC COM 0.0%
Value ($000) $453 (-9.6%) Shares 2,613 (-6.8%) Est. Cost $93.29 Unrealized +92.0%
SPYM SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $24,003 (+0.2%) Shares 299,212 (-2.2%) Est. Cost $76.68 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $364 (-11.2%) Shares 1,883 (-11.3%) Est. Cost $260.19 Unrealized -26.0%
TRGP TARGA RES CORP COM 0.0%
Value ($000) $598 (+8.3%) Shares 3,239 (-1.7%) Est. Cost $94.90 Unrealized +77.1%
XSMO INVESCO EXCHANGE TRADED FD T SP SMLCP MOMENT 0.0%
Value ($000) $306 (-12.6%) Shares 4,255 (-10.7%) Est. Cost $44.52 Unrealized
FIW FIRST TR EXCHANGE-TRADED FD WTR ETF 0.0%
Value ($000) $689 (-6.0%) Shares 6,346 (-2.8%) Est. Cost $91.07 Unrealized
JXN JACKSON FINANCIAL INC COM CL A 0.0%
Value ($000) $733 (-5.6%) Shares 6,871 (-10.4%) Est. Cost $32.30 Unrealized +206.3%
HYD VANECK ETF TRUST HIGH YLD MUNIETF 0.0%
Value ($000) $628 (-6.4%) Shares 12,287 (-6.8%) Est. Cost $52.15 Unrealized
DVYE ISHARES INC EM MKTS DIV ETF 0.0%
Value ($000) $1,589 (-2.6%) Shares 51,001 (-7.2%) Est. Cost $28.01 Unrealized
XYLD GLOBAL X FDS SP 500 COVERED 0.0%
Value ($000) $14,053 (+0.3%) Shares 345,870 (-3.1%) Est. Cost $38.84 Unrealized
FIBK FIRST INTST BANCSYSTEM INC COM 0.0%
Value ($000) $290 (-12.1%) Shares 8,374 (-19.1%) Est. Cost $28.63 Unrealized +12.2%
ELV ELEVANCE HEALTH INC FORMERLY COM 0.0%
Value ($000) $3,990 (-1.0%) Shares 11,382 (-8.7%) Est. Cost $397.75 Unrealized -15.3%
PIMCO HIGH INCOME FD COM SHS 0.0%
Value ($000) $830 (-4.5%) Shares 170,737 (-1.9%) Est. Cost $1.01 Unrealized
MYGN MYRIAD GENETICS INC COM 0.0%
Value ($000) $134 (-22.3%) Shares 21,802 (-8.6%) Est. Cost $8.40 Unrealized -13.7%
PAVE GLOBAL X FDS US INFR DEV ETF 0.0%
Value ($000) $1,758 (-2.1%) Shares 36,788 (-2.4%) Est. Cost $27.19 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T SP MDCP MOMNTUM 0.0%
Value ($000) $618 (-5.7%) Shares 4,465 (-7.9%) Est. Cost $123.17 Unrealized
OGS ONE GAS INC COM 0.0%
Value ($000) $264 (-12.2%) Shares 3,418 (-8.0%) Est. Cost $68.78 Unrealized +16.9%
COWZ PACER FDS TR US CASH COWS 100 0.1%
Value ($000) $62,756 (-0.1%) Shares 1,042,979 (-4.5%) Est. Cost $47.07 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $934 (+4.0%) Shares 51,653 (-17.0%) Est. Cost $54.17 Unrealized -70.1%
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $207 (-14.6%) Shares 1,592 (-7.6%) Est. Cost $136.95 Unrealized -1.4%
ROBO EXCHANGE TRADED CONCEPTS TRU ROBO GLB ETF 0.0%
Value ($000) $291 (-10.9%) Shares 4,200 (-15.7%) Est. Cost $49.01 Unrealized
ASB ASSOCIATED BANC CORP COM 0.0%
Value ($000) $273 (-11.2%) Shares 10,609 (-11.4%) Est. Cost $17.99 Unrealized +42.1%
QCLN FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 0.0%
Value ($000) $305 (-10.0%) Shares 6,843 (-15.3%) Est. Cost $52.53 Unrealized
PHB INVESCO EXCH TRADED FD TR II FNDMNTL HY CRP 0.0%
Value ($000) $1,628 (-2.0%) Shares 87,529 (-2.1%) Est. Cost $17.84 Unrealized
AM ANTERO MIDSTREAM CORP COM 0.0%
Value ($000) $279 (-10.7%) Shares 15,672 (-2.4%) Est. Cost $14.33 Unrealized +23.9%
AGCO AGCO CORP COM 0.0%
Value ($000) $797 (-4.0%) Shares 7,642 (-1.4%) Est. Cost $112.27 Unrealized -5.6%
UNTY UNITY BANCORP INC COM 0.0%
Value ($000) $438 (-7.0%) Shares 8,469 (-12.1%) Est. Cost $50.61 Unrealized -1.8%
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value ($000) $370 (-7.6%) Shares 2,973 (-4.5%) Est. Cost $143.63 Unrealized -11.8%
NHI NATIONAL HEALTH INVS INC COM 0.0%
Value ($000) $428 (-6.4%) Shares 5,603 (-2.6%) Est. Cost $69.65 Unrealized
IBND SPDR SERIES TRUST BLOOMBERG INTL 0.0%
Value ($000) $779 (-3.6%) Shares 24,245 (-3.0%) Est. Cost $32.58 Unrealized
CSM PROSHARES TR LARGE CAP CRE 0.0%
Value ($000) $2,725 (+1.1%) Shares 34,201 (-2.9%) Est. Cost $55.23 Unrealized
NUVEEN MORTGAGE AND INCOME F COM 0.0%
Value ($000) $397 (-6.5%) Shares 21,851 (-3.7%) Est. Cost $17.20 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $771 (+3.5%) Shares 3,614 (-2.8%) Est. Cost $110.52 Unrealized +85.8%
BLACKROCK MUNIHLDNGS CALI QL COM 0.0%
Value ($000) $398 (-6.0%) Shares 37,561 (-3.8%) Est. Cost $10.90 Unrealized
EATON VANCE RISK-MANAGED DIV COM 0.0%
Value ($000) $290 (-7.9%) Shares 32,835 (-6.1%) Est. Cost $8.72 Unrealized
IEX IDEX CORP COM 0.0%
Value ($000) $2,056 (-1.2%) Shares 11,556 (-9.6%) Est. Cost $167.16 Unrealized +2.2%
IYG ISHARES TR U.S. FIN SVC ETF 0.0%
Value ($000) $878 (-2.7%) Shares 9,523 (-5.4%) Est. Cost $87.03 Unrealized
GUNR FLEXSHARES TR MORNSTAR UPSTR 0.0%
Value ($000) $405 (-5.5%) Shares 8,824 (-9.7%) Est. Cost $32.05 Unrealized
CHCT COMMUNITY HEALTHCARE TR INC COM 0.0%
Value ($000) $418 (+5.9%) Shares 25,431 (-1.4%) Est. Cost $18.70 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $418 (-5.2%) Shares 5,222 (-21.8%) Est. Cost $61.28 Unrealized
FAD FIRST TR EXCHANGE-TRADED ALP COM SHS 0.0%
Value ($000) $2,244 (-1.0%) Shares 13,867 (-1.8%) Est. Cost $108.48 Unrealized
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $5,113 (-0.4%) Shares 31,799 (-2.4%) Est. Cost $86.47 Unrealized +81.8%
CPAY CORPAY INC COM SHS 0.0%
Value ($000) $16,934 (-0.1%) Shares 56,272 (-4.4%) Est. Cost $286.94 Unrealized +1.2%
VIRTUS DIVIDEND INTEREST P COM 0.0%
Value ($000) $725 (-2.6%) Shares 56,225 (-1.7%) Est. Cost $11.65 Unrealized
ABRDN HEALTHCARE INVESTORS SH BEN INT 0.0%
Value ($000) $1,218 (-1.5%) Shares 64,307 (-4.0%) Est. Cost $17.02 Unrealized
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $1,082 (-1.7%) Shares 3,181 (-2.5%) Est. Cost $154.34 Unrealized +107.9%
CACI CACI INTL INC CL A 0.0%
Value ($000) $2,149 (-0.8%) Shares 4,033 (-7.2%) Est. Cost $386.81 Unrealized +46.1%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $1,264 (+1.5%) Shares 8,411 (-3.4%) Est. Cost $119.55 Unrealized +23.0%
VMI VALMONT INDS INC COM 0.0%
Value ($000) $1,141 (+1.5%) Shares 2,836 (-2.1%) Est. Cost $193.08 Unrealized +110.8%
NUVEEN MISSOURI QLT MUN INC COM 0.0%
Value ($000) $134 (-11.3%) Shares 11,245 (-18.2%) Est. Cost $10.35 Unrealized
ILCG ISHARES TR MORNINGSTAR GRWT 0.0%
Value ($000) $1,123 (-1.5%) Shares 10,792 (-1.3%) Est. Cost $96.59 Unrealized
FMHI FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 0.0%
Value ($000) $292 (-5.3%) Shares 6,100 (-6.2%) Est. Cost $48.89 Unrealized
JAPAN SMALLER CAPITALIZATION COM 0.0%
Value ($000) $708 (+2.3%) Shares 63,928 (-2.6%) Est. Cost $7.98 Unrealized
TRNO TERRENO RLTY CORP COM 0.0%
Value ($000) $824 (+1.9%) Shares 14,037 (-1.5%) Est. Cost $47.90 Unrealized
EXEL EXELIXIS INC COM 0.0%
Value ($000) $292 (-4.9%) Shares 6,671 (-10.4%) Est. Cost $40.02 Unrealized +3.4%
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value ($000) $6,572 (+0.2%) Shares 26,182 (-2.1%) Est. Cost $151.22 Unrealized +64.5%
NXTG FIRST TR EXCHANGE-TRADED FD INDXX NEXTG ETF 0.0%
Value ($000) $827 (+1.8%) Shares 7,671 (-2.2%) Est. Cost $69.73 Unrealized
FALN ISHARES TR FALN ANGLS USD 0.0%
Value ($000) $402 (-3.3%) Shares 14,743 (-1.6%) Est. Cost $27.25 Unrealized
PLOW DOUGLAS DYNAMICS INC COM 0.0%
Value ($000) $390 (-3.4%) Shares 11,953 (-7.5%) Est. Cost $26.52 Unrealized +19.3%
LSCC LATTICE SEMICONDUCTOR CORP COM 0.0%
Value ($000) $512 (-2.5%) Shares 6,962 (-2.9%) Est. Cost $56.00 Unrealized
FAB FIRST TR EXCHANGE-TRADED ALP SHS ISSUED FRST 0.0%
Value ($000) $1,903 (+0.7%) Shares 21,341 (-1.4%) Est. Cost $61.64 Unrealized
HEDJ WISDOMTREE TR EUROPE HEDGED EQ 0.0%
Value ($000) $252 (-4.8%) Shares 4,756 (-9.5%) Est. Cost $53.61 Unrealized
BLACKROCK MUNIYIELD MICH QU COM 0.0%
Value ($000) $513 (-2.3%) Shares 43,676 (-6.1%) Est. Cost $11.89 Unrealized
VIRTUS EQUITY CONV INCM FD COM 0.0%
Value ($000) $460 (-2.3%) Shares 18,478 (-1.6%) Est. Cost $9.01 Unrealized
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value ($000) $1,915 (-0.5%) Shares 8,783 (-6.7%) Est. Cost $179.65 Unrealized +23.0%
ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 0.0%
Value ($000) $441 (-1.9%) Shares 45,236 (-4.8%) Est. Cost $8.89 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $343 (-2.4%) Shares 8,956 (-1.3%) Est. Cost $33.46 Unrealized +16.1%
SMMU PIMCO ETF TR SHTRM MUN BD ACT 0.0%
Value ($000) $405 (-2.0%) Shares 8,038 (-1.7%) Est. Cost $44.04 Unrealized
SEM SELECT MED HLDGS CORP COM 0.0%
Value ($000) $152 (-4.7%) Shares 10,258 (-17.6%) Est. Cost $13.23 Unrealized +6.6%
RPRX ROYALTY PHARMA PLC SHS CLASS A 0.0%
Value ($000) $1,228 (-0.6%) Shares 31,775 (-9.2%) Est. Cost $26.52 Unrealized +43.8%
WDFC WD 40 CO COM 0.0%
Value ($000) $464 (-1.5%) Shares 2,356 (-1.1%) Est. Cost $196.98 Unrealized -0.5%
NVT NVENT ELECTRIC PLC SHS 0.0%
Value ($000) $568 (+1.2%) Shares 5,566 (-2.1%) Est. Cost $42.35 Unrealized +144.7%
MDYG SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $259 (-2.5%) Shares 2,803 (-3.4%) Est. Cost $86.89 Unrealized
GABELLI DIVID INCOME TR COM 0.0%
Value ($000) $314 (-2.0%) Shares 11,298 (-4.2%) Est. Cost $24.34 Unrealized
ADAM NAT RES FD INC COM 0.0%
Value ($000) $704 (-0.7%) Shares 32,397 (-1.7%) Est. Cost $14.45 Unrealized
NUVEEN SELECT MAT MUN FD SH BEN INT 0.0%
Value ($000) $787 (-0.6%) Shares 84,509 (-1.1%) Est. Cost $9.15 Unrealized
AVA AVISTA CORP COM 0.0%
Value ($000) $514 (+0.9%) Shares 13,338 (-1.0%) Est. Cost $30.59 Unrealized +26.8%
EQAL INVESCO EXCH TRADED FD TR II RUSEL 1000 EQL 0.0%
Value ($000) $1,022 (-0.4%) Shares 19,412 (-1.6%) Est. Cost $39.15 Unrealized
PR PERMIAN RESOURCES CORP CLASS A COM 0.0%
Value ($000) $148 (+2.7%) Shares 10,518 (-6.3%) Est. Cost $13.71 Unrealized -2.1%
SPXL DIREXION SHS ETF TR DRX SP500BULL 0.0%
Value ($000) $222 (+1.7%) Shares 1,007 (-2.3%) Est. Cost $211.90 Unrealized
L LOEWS CORP COM 0.0%
Value ($000) $1,675 (+0.2%) Shares 15,907 (-4.5%) Est. Cost $75.38 Unrealized +36.9%
CSR CENTERSPACE COM 0.0%
Value ($000) $309 (+1.1%) Shares 4,625 (-10.7%) Est. Cost $72.18 Unrealized
IXC ISHARES TR GLOBAL ENERG ETF 0.0%
Value ($000) $237 (-1.0%) Shares 5,658 (-1.5%) Est. Cost $30.59 Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $595 (+0.4%) Shares 4,207 (-42.4%) Est. Cost $149.25 Unrealized -24.1%
FOX FOX CORP CL B COM 0.0%
Value ($000) $1,849 (+0.1%) Shares 28,471 (-11.7%) Est. Cost $43.80 Unrealized +33.3%
EATON VANCE NATL MUN OPPORT COM SHS 0.0%
Value ($000) $375 (+0.4%) Shares 22,158 (-1.2%) Est. Cost $16.65 Unrealized
DNL WISDOMTREE TR GLOBAL EX US QUA 0.0%
Value ($000) $2,929 (+0.0%) Shares 71,056 (-1.7%) Est. Cost $36.61 Unrealized
IJS ISHARES TR SP SMCP600VL ETF 0.0%
Value ($000) $28,799 (+0.0%) Shares 253,244 (-2.7%) Est. Cost $107.84 Unrealized
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $589 (-0.1%) Shares 3,643 (-1.2%) Est. Cost $93.06 Unrealized +66.5%

Unchanged Positions (352)

GOOG ALPHABET INC CAP STK CL C 3.3%
Value ($000) $2,099,726 Shares 6,691,286 Est. Cost $116.48 Unrealized +145.8%
GOOGL ALPHABET INC CAP STK CL A 0.9%
Value ($000) $608,364 Shares 1,943,654 Est. Cost $122.23 Unrealized +133.7%
COST COSTCO WHSL CORP NEW COM 0.8%
Value ($000) $515,775 Shares 598,110 Est. Cost $282.28 Unrealized +220.9%
CAT CATERPILLAR INC COM 0.3%
Value ($000) $184,179 Shares 321,502 Est. Cost $149.10 Unrealized +272.6%
BAC BANK AMERICA CORP COM 0.6%
Value ($000) $366,977 Shares 6,672,301 Est. Cost $28.17 Unrealized +87.0%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $215,943 Shares 2,803,356 Est. Cost $35.63 Unrealized +107.1%
ETN EATON CORP PLC SHS 0.2%
Value ($000) $119,193 Shares 374,220 Est. Cost $114.25 Unrealized +210.2%
ABT ABBOTT LABS COM 0.4%
Value ($000) $250,077 Shares 1,995,983 Est. Cost $63.62 Unrealized +100.1%
ADP AUTOMATIC DATA PROCESSING IN COM 0.2%
Value ($000) $126,280 Shares 490,924 Est. Cost $105.60 Unrealized +150.8%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $223,582 Shares 1,560,128 Est. Cost $93.40 Unrealized +57.6%
ADI ANALOG DEVICES INC COM 0.2%
Value ($000) $126,626 Shares 466,909 Est. Cost $113.81 Unrealized +120.2%
IAU ISHARES GOLD TR ISHARES NEW 0.2%
Value ($000) $111,630 Shares 1,375,256 Est. Cost $38.29 Unrealized
EXPE EXPEDIA GROUP INC COM NEW 0.1%
Value ($000) $39,691 Shares 140,096 Est. Cost $144.28 Unrealized +71.1%
EFV ISHARES TR EAFE VALUE ETF 0.3%
Value ($000) $191,027 Shares 2,675,073 Est. Cost $51.91 Unrealized
V VISA INC COM CL A 0.6%
Value ($000) $387,774 Shares 1,105,681 Est. Cost $140.78 Unrealized +141.8%
SPGI SP GLOBAL INC COM 0.2%
Value ($000) $150,756 Shares 288,478 Est. Cost $328.99 Unrealized +50.2%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $94,409 Shares 107,405 Est. Cost $287.65 Unrealized +182.8%
NVDA NVIDIA CORPORATION COM 1.4%
Value ($000) $896,602 Shares 4,807,519 Est. Cost $95.02 Unrealized +95.9%
CDNS CADENCE DESIGN SYSTEM INC COM 0.1%
Value ($000) $60,872 Shares 194,740 Est. Cost $269.73 Unrealized +21.0%
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $54,971 Shares 309,646 Est. Cost $85.21 Unrealized +95.4%
SYK STRYKER CORPORATION COM 0.2%
Value ($000) $135,950 Shares 386,803 Est. Cost $210.37 Unrealized +72.8%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $31,063 Shares 38,381 Est. Cost $507.38 Unrealized +70.9%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $115,900 Shares 391,278 Est. Cost $117.04 Unrealized +155.3%
OMC OMNICOM GROUP INC COM 0.5%
Value ($000) $351,612 Shares 4,354,333 Est. Cost $70.44 Unrealized +7.5%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $24,645 Shares 268,089 Est. Cost $64.64 Unrealized
IJH ISHARES TR CORE SP MCP ETF 0.4%
Value ($000) $228,750 Shares 3,465,910 Est. Cost $89.95 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $69,086 Shares 235,331 Est. Cost $199.45 Unrealized +44.6%
EFA ISHARES TR MSCI EAFE ETF 0.2%
Value ($000) $135,140 Shares 1,407,271 Est. Cost $64.17 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $16,269 Shares 56,323 Est. Cost $196.18 Unrealized +33.3%
JKHY HENRY JACK ASSOC INC COM 0.0%
Value ($000) $14,667 Shares 80,378 Est. Cost $167.43 Unrealized -0.7%
XLRE SELECT SECTOR SPDR TR STATE STREET REA 0.1%
Value ($000) $52,245 Shares 1,294,803 Est. Cost $40.85 Unrealized
ZS ZSCALER INC COM 0.0%
Value ($000) $7,466 Shares 33,194 Est. Cost $125.92 Unrealized +124.2%
BRO BROWN BROWN INC COM 0.0%
Value ($000) $14,439 Shares 181,163 Est. Cost $48.30 Unrealized +72.6%
EMXC ISHARES INC MSCI EMRG CHN 0.1%
Value ($000) $36,226 Shares 498,427 Est. Cost $28.36 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $75,158 Shares 651,792 Est. Cost $74.03 Unrealized +59.0%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $21,305 Shares 121,350 Est. Cost $176.63 Unrealized +2.1%
FNV FRANCO NEV CORP COM 0.0%
Value ($000) $28,383 Shares 136,931 Est. Cost $87.95 Unrealized +130.6%
IVW ISHARES TR SP 500 GRWT ETF 0.2%
Value ($000) $108,751 Shares 882,286 Est. Cost $75.58 Unrealized
INCY INCYTE CORP COM 0.0%
Value ($000) $14,963 Shares 151,490 Est. Cost $77.46 Unrealized +24.9%
DOCS DOXIMITY INC CL A 0.0%
Value ($000) $2,980 Shares 67,307 Est. Cost $55.79 Unrealized +0.6%
SMH VANECK ETF TRUST SEMICONDUCTR ETF 0.0%
Value ($000) $19,620 Shares 54,480 Est. Cost $243.49 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $27,423 Shares 212,515 Est. Cost $81.01 Unrealized +65.4%
DOV DOVER CORP COM 0.0%
Value ($000) $11,797 Shares 60,423 Est. Cost $101.88 Unrealized +78.5%
IEF ISHARES TR 7-10 YR TRSY BD 0.4%
Value ($000) $259,140 Shares 2,694,885 Est. Cost $96.46 Unrealized
IDXX IDEXX LABS INC COM 0.1%
Value ($000) $33,929 Shares 50,151 Est. Cost $256.95 Unrealized +165.0%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $10,821 Shares 5,372 Est. Cost $674.58 Unrealized +211.4%
VYMI VANGUARD WHITEHALL FDS INTL HIGH ETF 0.0%
Value ($000) $24,421 Shares 271,346 Est. Cost $68.24 Unrealized
DGRO ISHARES TR CORE DIV GRWTH 0.1%
Value ($000) $63,563 Shares 915,635 Est. Cost $39.11 Unrealized
B BARRICK MNG CORP COM SHS 0.0%
Value ($000) $5,232 Shares 120,143 Est. Cost $19.29 Unrealized +94.0%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $11,933 Shares 453,378 Est. Cost $21.95 Unrealized +14.3%
AZO AUTOZONE INC COM 0.0%
Value ($000) $4,646 Shares 1,370 Est. Cost $2096.98 Unrealized +80.2%
IWB ISHARES TR RUS 1000 ETF 0.1%
Value ($000) $86,724 Shares 232,230 Est. Cost $127.99 Unrealized
ESGV VANGUARD WORLD FD ESG US STK ETF 0.1%
Value ($000) $50,051 Shares 413,780 Est. Cost $66.55 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $15,196 Shares 308,796 Est. Cost $39.24 Unrealized +16.7%
TSLA TESLA INC COM 0.2%
Value ($000) $151,324 Shares 336,486 Est. Cost $215.74 Unrealized +105.5%
CADE CADENCE BANK COM 0.0%
Value ($000) $7,378 Shares 172,211 Est. Cost $24.74 Unrealized +59.3%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $4,722 Shares 68,045 Est. Cost $38.91 Unrealized +60.5%
VGK VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 0.0%
Value ($000) $15,565 Shares 186,164 Est. Cost $69.94 Unrealized
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $4,643 Shares 57,989 Est. Cost $58.91 Unrealized +39.9%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $15,816 Shares 77,146 Est. Cost $117.49 Unrealized +69.4%
SIVR ABRDN SILVER ETF TRUST PHYSCL SILVR SHS 0.0%
Value ($000) $2,009 Shares 29,696 Est. Cost $1.71 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $5,081 Shares 58,233 Est. Cost $74.92 Unrealized +9.8%
FIX COMFORT SYS USA INC COM 0.0%
Value ($000) $5,123 Shares 5,489 Est. Cost $385.45 Unrealized +139.5%
FDM FIRST TR EXCHANGE-TRADED FD COM SHS ANNUAL 0.0%
Value ($000) $10,954 Shares 137,581 Est. Cost $51.10 Unrealized
XLG INVESCO EXCHANGE TRADED FD T SP 500 TOP 50 0.0%
Value ($000) $23,250 Shares 392,210 Est. Cost $44.12 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T SP500 QUALITY 0.0%
Value ($000) $19,958 Shares 265,935 Est. Cost $69.81 Unrealized
DBEF DBX ETF TR XTRACK MSCI EAFE 0.0%
Value ($000) $21,700 Shares 451,042 Est. Cost $36.95 Unrealized
RGLO RUSSELL INVTS EXCHANGE TRADE GLOBAL EQUITY ET 0.0%
Value ($000) $12,557 Shares 422,983 Est. Cost $26.51 Unrealized
AVUV AMERICAN CENTY ETF TR US SML CP VALU 0.0%
Value ($000) $16,442 Shares 161,230 Est. Cost $92.09 Unrealized
AXS AXIS CAP HLDGS LTD SHS 0.0%
Value ($000) $4,275 Shares 39,917 Est. Cost $42.05 Unrealized +136.2%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $8,860 Shares 40,816 Est. Cost $176.76 Unrealized +20.9%
MGC VANGUARD WORLD FD MEGA CAP INDEX 0.0%
Value ($000) $12,094 Shares 48,150 Est. Cost $95.27 Unrealized
ACHR ARCHER AVIATION INC COM CL A 0.0%
Value ($000) $1,707 Shares 226,952 Est. Cost $5.86 Unrealized +60.7%
JBL JABIL INC COM 0.0%
Value ($000) $9,611 Shares 42,150 Est. Cost $124.86 Unrealized +70.8%
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value ($000) $16,232 Shares 89,573 Est. Cost $126.22 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN COM NEW 0.0%
Value ($000) $4,474 Shares 200,079 Est. Cost $18.40 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $2,532 Shares 30,352 Est. Cost $43.95 Unrealized +73.6%
SCHF SCHWAB STRATEGIC TR INTL EQTY ETF 0.0%
Value ($000) $10,404 Shares 432,759 Est. Cost $23.97 Unrealized
FNX FIRST TR EXCHANGE-TRADED ALP COM SHS 0.0%
Value ($000) $23,274 Shares 184,747 Est. Cost $47.14 Unrealized
MUR MURPHY OIL CORP COM 0.0%
Value ($000) $3,409 Shares 109,089 Est. Cost $19.46 Unrealized +52.1%
FDL FIRST TR EXCHANGE-TRADED FD SHS 0.0%
Value ($000) $19,268 Shares 434,550 Est. Cost $39.44 Unrealized
FFIV F5 INC COM 0.0%
Value ($000) $1,138 Shares 4,460 Est. Cost $147.19 Unrealized +82.8%
DDWM WISDOMTREE TR DYNAMIC INTL EQT 0.0%
Value ($000) $6,071 Shares 139,441 Est. Cost $36.79 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $25,362 Shares 75,333 Est. Cost $160.99 Unrealized +111.7%
CELH CELSIUS HLDGS INC COM NEW 0.0%
Value ($000) $1,121 Shares 24,514 Est. Cost $56.94 Unrealized -11.5%
MGK VANGUARD WORLD FD MEGA GRWTH IND 0.0%
Value ($000) $8,820 Shares 21,369 Est. Cost $241.36 Unrealized
ROBT FIRST TR EXCHANGE TRADED FD NASDQ ARTFCIAL 0.0%
Value ($000) $12,779 Shares 246,392 Est. Cost $45.46 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $8,163 Shares 39,217 Est. Cost $95.22 Unrealized +114.3%
APG API GROUP CORP COM STK 0.0%
Value ($000) $2,337 Shares 61,084 Est. Cost $22.35 Unrealized +65.5%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $3,252 Shares 8,356 Est. Cost $170.63 Unrealized +142.4%
RINT RUSSELL INVTS EXCHANGE TRADE INTERNATIONAL DE 0.0%
Value ($000) $5,209 Shares 178,371 Est. Cost $26.82 Unrealized
AVADEL PHARMACEUTICALS PLC COM SHS 0.0%
Value ($000) $818 Shares 37,950 Est. Cost $11.55 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $13,603 Shares 375,260 Est. Cost $28.02 Unrealized +27.4%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $2,523 Shares 34,979 Est. Cost $107.14 Unrealized -31.1%
VONG VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 0.0%
Value ($000) $19,056 Shares 156,518 Est. Cost $88.10 Unrealized
DCI DONALDSON INC COM 0.0%
Value ($000) $3,047 Shares 34,365 Est. Cost $49.21 Unrealized +75.6%
HAS HASBRO INC COM 0.0%
Value ($000) $2,961 Shares 36,112 Est. Cost $75.47 Unrealized +3.4%
FLS FLOWSERVE CORP COM 0.0%
Value ($000) $878 Shares 12,648 Est. Cost $32.07 Unrealized +99.9%
PFG PRINCIPAL FINANCIAL GROUP IN COM 0.0%
Value ($000) $3,230 Shares 36,622 Est. Cost $43.32 Unrealized +93.6%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $5,111 Shares 133,230 Est. Cost $40.73 Unrealized -3.4%
WPC WP CAREY INC COM 0.0%
Value ($000) $3,162 Shares 49,135 Est. Cost $57.80 Unrealized
GEF GREIF INC CL A 0.0%
Value ($000) $1,475 Shares 21,789 Est. Cost $49.22 Unrealized +26.3%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $1,414 Shares 1,014 Est. Cost $1315.88 Unrealized +6.1%
SPLV INVESCO EXCH TRADED FD TR II SP500 LOW VOL 0.0%
Value ($000) $4,548 Shares 63,683 Est. Cost $60.98 Unrealized
IWV ISHARES TR RUSSELL 3000 ETF 0.0%
Value ($000) $7,901 Shares 20,425 Est. Cost $183.43 Unrealized
STT STATE STR CORP COM 0.0%
Value ($000) $1,733 Shares 13,430 Est. Cost $79.20 Unrealized +50.2%
WFG WEST FRASER TIMBER CO LTD COM 0.0%
Value ($000) $1,462 Shares 23,919 Est. Cost $74.92 Unrealized -16.5%
PRFZ INVESCO EXCHANGE TRADED FD T RAFI US 1500 0.0%
Value ($000) $13,463 Shares 293,365 Est. Cost $39.02 Unrealized
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $2,123 Shares 117,894 Est. Cost $20.59 Unrealized
OEF ISHARES TR SP 100 ETF 0.0%
Value ($000) $6,828 Shares 19,908 Est. Cost $285.53 Unrealized
EVRG EVERGY INC COM 0.0%
Value ($000) $3,456 Shares 47,682 Est. Cost $53.26 Unrealized +41.7%
ASH ASHLAND INC COM 0.0%
Value ($000) $815 Shares 13,899 Est. Cost $81.90 Unrealized -35.8%
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $2,334 Shares 61,329 Est. Cost $19.69 Unrealized +95.4%
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $742 Shares 68,240 Est. Cost $15.84 Unrealized -27.8%
CHKP CHECK POINT SOFTWARE TECH LT ORD 0.0%
Value ($000) $1,333 Shares 7,183 Est. Cost $137.89 Unrealized +40.2%
AFL AFLAC INC COM 0.0%
Value ($000) $21,511 Shares 195,079 Est. Cost $40.30 Unrealized +172.6%
COWG PACER FDS TR US LRG CP CASH 0.0%
Value ($000) $6,387 Shares 181,384 Est. Cost $32.41 Unrealized
IDEV ISHARES TR CORE MSCI INTL 0.0%
Value ($000) $4,535 Shares 54,977 Est. Cost $50.88 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $3,204 Shares 36,785 Est. Cost $45.01 Unrealized +91.9%
OMF ONEMAIN HLDGS INC COM 0.0%
Value ($000) $824 Shares 12,191 Est. Cost $49.87 Unrealized +21.9%
WMS ADVANCED DRAIN SYS INC DEL COM 0.0%
Value ($000) $2,853 Shares 19,701 Est. Cost $117.74 Unrealized +22.9%
FLD FOLD HLDGS INC COM CL A 0.0%
Value ($000) $274 Shares 105,150 Est. Cost $4.29 Unrealized -22.9%
VTWO VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 0.0%
Value ($000) $6,841 Shares 68,739 Est. Cost $82.33 Unrealized
EVLV EVOLV TECHNOLOGIES HLDNGS IN COM CL A 0.0%
Value ($000) $2,340 Shares 326,873 Est. Cost $3.27 Unrealized +117.4%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $5,847 Shares 79,573 Est. Cost $35.62 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $6,460 Shares 34,900 Est. Cost $113.62 Unrealized +58.4%
EFAV ISHARES TR MSCI EAFE MIN VL 0.0%
Value ($000) $7,728 Shares 89,601 Est. Cost $72.49 Unrealized
BLACKROCK ENHANCED EQUITY DI COM 0.0%
Value ($000) $2,553 Shares 269,290 Est. Cost $7.38 Unrealized
LPX LOUISIANA PAC CORP COM 0.0%
Value ($000) $1,198 Shares 14,829 Est. Cost $61.39 Unrealized +37.6%
PRKS UNITED PARKS RESORTS INC COM 0.0%
Value ($000) $272 Shares 7,500 Est. Cost $50.83 Unrealized -18.3%
ILCV ISHARES TR MORNINGSTAR VALU 0.0%
Value ($000) $2,453 Shares 26,001 Est. Cost $81.42 Unrealized
VONE VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 0.0%
Value ($000) $4,960 Shares 16,050 Est. Cost $249.63 Unrealized
TRMB TRIMBLE INC COM 0.0%
Value ($000) $2,183 Shares 27,867 Est. Cost $72.23 Unrealized +10.3%
AI C3 AI INC CL A 0.0%
Value ($000) $379 Shares 28,150 Est. Cost $50.08 Unrealized -68.1%
MOG/A MOOG INC CL A 0.0%
Value ($000) $763 Shares 3,131 Est. Cost $90.66 Unrealized +141.7%
AUR AURORA INNOVATION INC CLASS A COM 0.0%
Value ($000) $259 Shares 67,391 Est. Cost $4.82 Unrealized -5.1%
APPF APPFOLIO INC COM CL A 0.0%
Value ($000) $577 Shares 2,482 Est. Cost $215.43 Unrealized +10.3%
ONEQ FIDELITY COMWLTH TR NASDAQ COMPSIT 0.0%
Value ($000) $3,385 Shares 37,038 Est. Cost $56.61 Unrealized
QQQM INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 0.0%
Value ($000) $3,488 Shares 13,792 Est. Cost $214.02 Unrealized
COHEN STEERS LTD DURATION COM 0.0%
Value ($000) $3,026 Shares 142,925 Est. Cost $15.07 Unrealized
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $2,172 Shares 79,873 Est. Cost $19.84 Unrealized +35.3%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $1,300 Shares 16,798 Est. Cost $113.08 Unrealized -29.0%
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $948 Shares 5,307 Est. Cost $99.13 Unrealized +88.9%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $1,758 Shares 22,305 Est. Cost $79.39 Unrealized -3.0%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $715 Shares 19,221 Est. Cost $21.96 Unrealized +74.2%
REMG RUSSELL INVTS EXCHANGE TRADE EMERGING MARKETS 0.0%
Value ($000) $3,537 Shares 119,828 Est. Cost $25.84 Unrealized
PSTG PURE STORAGE INC CL A 0.0%
Value ($000) $354 Shares 5,276 Est. Cost $57.79 Unrealized +44.5%
FTA FIRST TR EXCHANGE-TRADED ALP COM SHS 0.0%
Value ($000) $2,668 Shares 30,972 Est. Cost $70.65 Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $760 Shares 29,699 Est. Cost $26.32 Unrealized
BODI THE BEACHBODY COMPANY INC COM CL A NEW 0.0%
Value ($000) $210 Shares 20,296 Est. Cost $10.69 Unrealized -28.2%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $433 Shares 55,698 Est. Cost $3.35 Unrealized +145.4%
FLDDW FOLD HLDGS INC W EXP 02/14/203 0.0%
Value ($000) $39 Shares 255,994 Est. Cost $0.74 Unrealized
QYLD GLOBAL X FDS NASDAQ 100 COVER 0.0%
Value ($000) $2,952 Shares 167,062 Est. Cost $17.09 Unrealized
NUVEEN TAXABLE MUNICPAL INM COM 0.0%
Value ($000) $2,439 Shares 154,343 Est. Cost $15.68 Unrealized
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $538 Shares 3,753 Est. Cost $87.91 Unrealized +51.0%
BKU BANKUNITED INC COM 0.0%
Value ($000) $588 Shares 13,187 Est. Cost $35.99 Unrealized +14.2%
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value ($000) $1,010 Shares 19,286 Est. Cost $31.51 Unrealized +69.7%
FTV FORTIVE CORP COM 0.0%
Value ($000) $616 Shares 11,156 Est. Cost $56.49 Unrealized -8.2%
RNR RENAISSANCERE HLDGS LTD COM 0.0%
Value ($000) $703 Shares 2,501 Est. Cost $175.88 Unrealized +49.6%
TLTD FLEXSHARES TR M STAR DEV MKT 0.0%
Value ($000) $1,786 Shares 19,255 Est. Cost $63.72 Unrealized
EYPT EYEPOINT INC COM NEW 0.0%
Value ($000) $320 Shares 17,518 Est. Cost $11.51 Unrealized +23.1%
ANGL VANECK ETF TRUST FALLEN ANGEL HG 0.0%
Value ($000) $3,224 Shares 109,800 Est. Cost $29.61 Unrealized
WSBC WESBANCO INC COM 0.0%
Value ($000) $1,771 Shares 53,292 Est. Cost $34.20 Unrealized -5.5%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $1,573 Shares 24,192 Est. Cost $46.33 Unrealized +44.3%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $1,709 Shares 24,445 Est. Cost $48.96 Unrealized +48.1%
FELV FIDELITY COVINGTON TRUST ENHANCED LARGE 0.0%
Value ($000) $2,009 Shares 57,961 Est. Cost $26.85 Unrealized
FBIZ FIRST BUSINESS FINL SVCS INC COM 0.0%
Value ($000) $1,153 Shares 21,240 Est. Cost $32.24 Unrealized +60.8%
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 0.0%
Value ($000) $2,193 Shares 83,613 Est. Cost $28.56 Unrealized
ABRDN GLOBAL INFRA INCOME FU COM SHS BEN INT 0.0%
Value ($000) $1,231 Shares 55,074 Est. Cost $19.64 Unrealized
CATH GLOBAL X FDS SP 500 CATHOLIC 0.0%
Value ($000) $4,391 Shares 53,398 Est. Cost $66.11 Unrealized
DOUBLELINE INCOME SOLUTIONS COM 0.0%
Value ($000) $636 Shares 56,458 Est. Cost $12.24 Unrealized
JLL JONES LANG LASALLE INC COM 0.0%
Value ($000) $532 Shares 1,581 Est. Cost $194.64 Unrealized +61.0%
MBWM MERCANTILE BK CORP COM 0.0%
Value ($000) $849 Shares 17,656 Est. Cost $26.12 Unrealized +75.6%
HALO HALOZYME THERAPEUTICS INC COM 0.0%
Value ($000) $714 Shares 10,603 Est. Cost $40.38 Unrealized +66.6%
NXG NEXTGEN INFRASTR INCM FD COM 0.0%
Value ($000) $1,537 Shares 30,439 Est. Cost $43.06 Unrealized
BLACKROCK CORPOR HI YLD FD I COM 0.0%
Value ($000) $777 Shares 87,316 Est. Cost $9.88 Unrealized
PKB INVESCO EXCHANGE TRADED FD T BUILDING CONST 0.0%
Value ($000) $1,295 Shares 13,986 Est. Cost $95.60 Unrealized
TLS TELOS CORP MD COM 0.0%
Value ($000) $153 Shares 30,000 Est. Cost $3.58 Unrealized +74.5%
RFDI FIRST TR EXCH TRADED FD III RIVRFRNT DYN DEV 0.0%
Value ($000) $1,157 Shares 14,372 Est. Cost $59.15 Unrealized
IDOG ALPS ETF TR INTL SEC DV DOG 0.0%
Value ($000) $682 Shares 17,694 Est. Cost $29.90 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 0.0%
Value ($000) $1,961 Shares 9,574 Est. Cost $181.09 Unrealized
CPK CHESAPEAKE UTILS CORP COM 0.0%
Value ($000) $720 Shares 5,769 Est. Cost $110.08 Unrealized +19.3%
Z ZILLOW GROUP INC CL C CAP STK 0.0%
Value ($000) $377 Shares 5,520 Est. Cost $35.60 Unrealized +103.4%
LIDR AEYE INC CL A NEW 0.0%
Value ($000) $133 Shares 72,435 Est. Cost $2.40 Unrealized +5.6%
HYLB DBX ETF TR XTRACK USD HIGH 0.0%
Value ($000) $4,009 Shares 108,846 Est. Cost $35.60 Unrealized
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $1,165 Shares 26,679 Est. Cost $11.72 Unrealized
NC NACCO INDS INC CL A 0.0%
Value ($000) $319 Shares 6,506 Est. Cost $31.51 Unrealized +45.4%
IMCV ISHARES TR MRGSTR MD CP VAL 0.0%
Value ($000) $1,469 Shares 17,841 Est. Cost $68.34 Unrealized
RUSC RUSSELL INVTS EXCHANGE TRADE US SMALL CAP EQU 0.0%
Value ($000) $1,985 Shares 63,768 Est. Cost $27.58 Unrealized
APAM ARTISAN PARTNERS ASSET MGMT CL A 0.0%
Value ($000) $640 Shares 15,716 Est. Cost $36.37 Unrealized +11.9%
THRO BLACKROCK ETF TRUST ISHARES US THEMA 0.0%
Value ($000) $2,273 Shares 58,940 Est. Cost $35.58 Unrealized
DVOL FIRST TR EXCHANGE-TRADED FD DORSY WR MOMNT 0.0%
Value ($000) $2,623 Shares 74,856 Est. Cost $33.19 Unrealized
LMAT LEMAITRE VASCULAR INC COM 0.0%
Value ($000) $562 Shares 6,934 Est. Cost $50.87 Unrealized +69.0%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $1,962 Shares 72,399 Est. Cost $17.25 Unrealized +47.1%
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $1,719 Shares 27,274 Est. Cost $56.99 Unrealized +6.5%
FBIN FORTUNE BRANDS INNOVATIONS I COM 0.0%
Value ($000) $492 Shares 9,846 Est. Cost $68.31 Unrealized -27.1%
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.0%
Value ($000) $831 Shares 15,848 Est. Cost $38.78 Unrealized
FHLC FIDELITY COVINGTON TRUST MSCI HLTH CARE I 0.0%
Value ($000) $371 Shares 4,991 Est. Cost $63.95 Unrealized
SPYD SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $2,082 Shares 48,147 Est. Cost $26.54 Unrealized
PBE INVESCO EXCHANGE TRADED FD T BIOTECHNOLOGY 0.0%
Value ($000) $246 Shares 3,000 Est. Cost $65.68 Unrealized
CCC CCC INTELLIGENT SOLUTIONS HL COM 0.0%
Value ($000) $270 Shares 33,929 Est. Cost $11.11 Unrealized -26.8%
IYH ISHARES TR US HLTHCARE ETF 0.0%
Value ($000) $366 Shares 5,622 Est. Cost $101.35 Unrealized
MWA MUELLER WTR PRODS INC COM SER A 0.0%
Value ($000) $507 Shares 21,301 Est. Cost $14.33 Unrealized +72.2%
SRLN SSGA ACTIVE ETF TR STATE STREET BLA 0.0%
Value ($000) $2,284 Shares 55,339 Est. Cost $41.76 Unrealized
RTO RENTOKIL INITIAL PLC SPONSORED ADR 0.0%
Value ($000) $253 Shares 8,600 Est. Cost $24.00 Unrealized
GBCI GLACIER BANCORP INC NEW COM 0.0%
Value ($000) $377 Shares 8,563 Est. Cost $47.02 Unrealized -7.3%
TOWN TOWNEBANK PORTSMOUTH VA COM 0.0%
Value ($000) $983 Shares 29,443 Est. Cost $29.54 Unrealized +14.0%
CHCO CITY HLDG CO COM 0.0%
Value ($000) $851 Shares 7,143 Est. Cost $77.53 Unrealized +55.6%
VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 0.0%
Value ($000) $2,535 Shares 5,701 Est. Cost $182.24 Unrealized
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $365 Shares 649 Est. Cost $380.40 Unrealized +49.2%
IAI ISHARES TR US BR DEL SE ETF 0.0%
Value ($000) $1,344 Shares 7,494 Est. Cost $116.93 Unrealized
BLACKROCK LTD DURATION INCOM COM SHS 0.0%
Value ($000) $1,906 Shares 138,730 Est. Cost $13.84 Unrealized
ZWS ZURN ELKAY WATER SOLNS CORP COM 0.0%
Value ($000) $2,672 Shares 57,474 Est. Cost $31.10 Unrealized +50.4%
GEM GOLDMAN SACHS ETF TR ACTIVEBETA EME 0.0%
Value ($000) $1,740 Shares 41,811 Est. Cost $31.69 Unrealized
AIT APPLIED INDL TECHNOLOGIES IN COM 0.0%
Value ($000) $1,221 Shares 4,756 Est. Cost $217.75 Unrealized +17.2%
FSBC FIVE STAR BANCORP COM 0.0%
Value ($000) $309 Shares 8,632 Est. Cost $21.84 Unrealized +57.5%
AVUS AMERICAN CENTY ETF TR US EQT ETF 0.0%
Value ($000) $909 Shares 8,132 Est. Cost $94.84 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F INCOME ETF 0.0%
Value ($000) $3,983 Shares 86,034 Est. Cost $46.41 Unrealized
APLE APPLE HOSPITALITY REIT INC COM NEW 0.0%
Value ($000) $1,785 Shares 150,599 Est. Cost $13.88 Unrealized
BLACKROCK TAX MUNICPAL BD TR SHS 0.0%
Value ($000) $1,099 Shares 67,369 Est. Cost $21.01 Unrealized
RBCAA REPUBLIC BANCORP INC KY CL A 0.0%
Value ($000) $524 Shares 7,600 Est. Cost $43.11 Unrealized +60.6%
PLPC PREFORMED LINE PRODS CO COM 0.0%
Value ($000) $475 Shares 2,300 Est. Cost $145.52 Unrealized +46.4%
CON CONCENTRA GROUP HOLDINGS PAR COMMON STOCK 0.0%
Value ($000) $443 Shares 22,507 Est. Cost $21.36 Unrealized -6.6%
FRANKLIN LTD DURATION INCOME COM 0.0%
Value ($000) $564 Shares 91,778 Est. Cost $6.33 Unrealized
QQQJ INVESCO EXCH TRADED FD TR II NASDAQNXTGEN100 0.0%
Value ($000) $666 Shares 18,077 Est. Cost $29.62 Unrealized
NAK NORTHERN DYNASTY MINERALS LT COM NEW 0.0%
Value ($000) $60 Shares 30,600 Est. Cost $0.54 Unrealized +260.5%
HBB HAMILTON BEACH BRANDS HLDG C COM CL A 0.0%
Value ($000) $186 Shares 11,296 Est. Cost $15.34 Unrealized -1.6%
DEUS DBX ETF TR XTRACKERS RUSSEL 0.0%
Value ($000) $2,935 Shares 50,333 Est. Cost $33.42 Unrealized
QDPL PACER FDS TR METAURUS CAP 400 0.0%
Value ($000) $1,259 Shares 29,626 Est. Cost $36.76 Unrealized
NGD NEW GOLD INC CDA COM 0.0%
Value ($000) $131 Shares 15,000 Est. Cost $1.60 Unrealized +371.1%
MRCC MONROE CAP CORP COM 0.0%
Value ($000) $216 Shares 33,969 Est. Cost $5.53 Unrealized +17.0%
SNEX STONEX GROUP INC COM 0.0%
Value ($000) $358 Shares 3,768 Est. Cost $95.50 Unrealized -1.3%
SRE SEMPRA COM 0.0%
Value ($000) $1,278 Shares 14,476 Est. Cost $64.57 Unrealized +40.2%
STRL STERLING INFRASTRUCTURE INC COM 0.0%
Value ($000) $201 Shares 655 Est. Cost $283.87 Unrealized +21.4%
MUNI PIMCO ETF TR INTER MUN BD ACT 0.0%
Value ($000) $5,557 Shares 106,037 Est. Cost $52.46 Unrealized
EATON VANCE TAX ADVT DIV INC COM 0.0%
Value ($000) $657 Shares 26,085 Est. Cost $23.21 Unrealized
HFWA HERITAGE FINL CORP WASH COM 0.0%
Value ($000) $904 Shares 38,245 Est. Cost $21.62 Unrealized +8.9%
FLAHERTY CRUMRINE DYNAMIC SHS 0.0%
Value ($000) $405 Shares 19,468 Est. Cost $20.32 Unrealized
EWBC EAST WEST BANCORP INC COM 0.0%
Value ($000) $325 Shares 2,892 Est. Cost $86.74 Unrealized +21.2%
ALT ALTIMMUNE INC COM NEW 0.0%
Value ($000) $431 Shares 119,440 Est. Cost $5.74 Unrealized -24.1%
DFUS DIMENSIONAL ETF TRUST US EQUITY MARKET 0.0%
Value ($000) $818 Shares 11,022 Est. Cost $47.60 Unrealized
FLAHERTY CRUMRINE TOTAL RE COM 0.0%
Value ($000) $723 Shares 41,309 Est. Cost $16.89 Unrealized
GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $257 Shares 25,286 Est. Cost $10.64 Unrealized -3.2%
USSG DBX ETF TR XTRACKERS MSCI 0.0%
Value ($000) $550 Shares 8,658 Est. Cost $44.24 Unrealized
TITN TITAN MACHY INC COM 0.0%
Value ($000) $165 Shares 11,000 Est. Cost $19.61 Unrealized -17.9%
PSCH INVESCO EXCH TRADED FD TR II SP SMLCP HELT 0.0%
Value ($000) $335 Shares 7,593 Est. Cost $65.64 Unrealized
PDP INVESCO EXCHANGE TRADED FD T DORSEY WRIGHT MO 0.0%
Value ($000) $905 Shares 7,771 Est. Cost $77.84 Unrealized
HTRB HARTFORD FDS EXCHANGE TRADED TOTAL RTRN ETF 0.0%
Value ($000) $2,743 Shares 80,308 Est. Cost $33.96 Unrealized
UP WHEELS UP EXPERIENCE INC COM CL A 0.0%
Value ($000) $10 Shares 15,030 Est. Cost $1.23 Unrealized -7.3%
HOLA J P MORGAN EXCHANGE TRADED F INTL HDGD EQT LA 0.0%
Value ($000) $1,358 Shares 25,997 Est. Cost $51.57 Unrealized
DUSA DAVIS FUNDAMENTAL ETF TR SELECT US EQTY 0.0%
Value ($000) $271 Shares 5,305 Est. Cost $40.37 Unrealized
RKT ROCKET COS INC COM CL A 0.0%
Value ($000) $1,925 Shares 99,454 Est. Cost $17.44 Unrealized +2.5%
FLAHERTY CRUMRINE PFD INCO COM 0.0%
Value ($000) $405 Shares 42,839 Est. Cost $9.23 Unrealized
RAVI FLEXSHARES TR FLEXSHARES ULTRA 0.0%
Value ($000) $2,178 Shares 28,901 Est. Cost $68.91 Unrealized
IXN ISHARES TR GLOBAL TECH ETF 0.0%
Value ($000) $1,662 Shares 15,825 Est. Cost $68.84 Unrealized
GT GOODYEAR TIRE RUBR CO COM 0.0%
Value ($000) $104 Shares 11,821 Est. Cost $16.12 Unrealized -51.1%
WH WYNDHAM HOTELS RESORTS INC COM 0.0%
Value ($000) $265 Shares 3,511 Est. Cost $72.53 Unrealized +4.0%
SNPE DBX ETF TR XTRACKRS SP 500 0.0%
Value ($000) $380 Shares 6,085 Est. Cost $47.44 Unrealized
GL GLOBE LIFE INC COM 0.0%
Value ($000) $466 Shares 3,331 Est. Cost $107.83 Unrealized +25.6%
SLF SUN LIFE FINANCIAL INC. COM 0.0%
Value ($000) $380 Shares 6,083 Est. Cost $51.97 Unrealized +16.2%
RSPG INVESCO EXCHANGE TRADED FD T SP500 EQL ENR 0.0%
Value ($000) $2,550 Shares 32,035 Est. Cost $46.49 Unrealized
IYY ISHARES TR DOW JONES US ETF 0.0%
Value ($000) $697 Shares 4,201 Est. Cost $141.05 Unrealized
DFAX DIMENSIONAL ETF TRUST WORLD EX US CORE 0.0%
Value ($000) $316 Shares 9,643 Est. Cost $26.19 Unrealized
ISTB ISHARES TR CORE 1 5 YR USD 0.0%
Value ($000) $1,366 Shares 28,025 Est. Cost $47.72 Unrealized
GAIN GLADSTONE INVT CORP COM 0.0%
Value ($000) $1,268 Shares 90,801 Est. Cost $9.19 Unrealized +47.6%
ESML ISHARES TR ESG AWARE MSCI 0.0%
Value ($000) $874 Shares 19,010 Est. Cost $33.22 Unrealized
WESTERN ASSET INVESTMENT GRA COM 0.0%
Value ($000) $397 Shares 31,793 Est. Cost $12.52 Unrealized
EATON VANCE MUNI INCOME TRUS SH BEN INT 0.0%
Value ($000) $469 Shares 43,614 Est. Cost $10.22 Unrealized
DFE WISDOMTREE TR EUROPE SMCP DV 0.0%
Value ($000) $578 Shares 8,051 Est. Cost $57.26 Unrealized
INVESCO TR INVT GRADE MUNS COM 0.0%
Value ($000) $532 Shares 51,265 Est. Cost $12.78 Unrealized
ILCB ISHARES TR MORNINGSTR US EQ 0.0%
Value ($000) $596 Shares 6,317 Est. Cost $86.82 Unrealized
AAXJ ISHARES TR MSCI AC ASIA ETF 0.0%
Value ($000) $606 Shares 6,506 Est. Cost $63.67 Unrealized
VCTR VICTORY CAP HLDGS INC COM CL A 0.0%
Value ($000) $476 Shares 7,539 Est. Cost $35.54 Unrealized +78.2%
BLACKROCK UTILS INFRASTRUCTU COM 0.0%
Value ($000) $614 Shares 23,894 Est. Cost $22.09 Unrealized
STAG STAG INDL INC COM 0.0%
Value ($000) $248 Shares 6,753 Est. Cost $37.53 Unrealized
RIGS ALPS ETF TR RIVRFRNT STR INC 0.0%
Value ($000) $1,161 Shares 50,365 Est. Cost $24.08 Unrealized
GNR SPDR INDEX SHS FDS GLB NAT RESRCE 0.0%
Value ($000) $237 Shares 3,817 Est. Cost $53.28 Unrealized
HOMB HOME BANCSHARES INC COM 0.0%
Value ($000) $597 Shares 21,500 Est. Cost $25.18 Unrealized +10.1%
BARINGS GLOBAL SHORT DURATIO COM 0.0%
Value ($000) $372 Shares 24,767 Est. Cost $15.82 Unrealized
ELLSWORTH GROWTH INCOME FD COM 0.0%
Value ($000) $1,685 Shares 144,880 Est. Cost $9.64 Unrealized
PNNT PENNANTPARK INVT CORP COM 0.0%
Value ($000) $82 Shares 13,725 Est. Cost $2.60 Unrealized +129.4%
CTBI COMMUNITY TR BANCORP INC COM 0.0%
Value ($000) $991 Shares 17,539 Est. Cost $36.62 Unrealized +49.8%
TPYP TORTOISE CAPITAL SERIES TRUS NORTH AMERN PIPE 0.0%
Value ($000) $291 Shares 8,258 Est. Cost $35.73 Unrealized
TILT FLEXSHARES TR MORNSTAR USMKT 0.0%
Value ($000) $368 Shares 1,480 Est. Cost $182.48 Unrealized
JUST GOLDMAN SACHS ETF TR JUST US LRG CP 0.0%
Value ($000) $244 Shares 2,521 Est. Cost $87.93 Unrealized
GABC GERMAN AMERN BANCORP INC COM 0.0%
Value ($000) $1,289 Shares 32,897 Est. Cost $35.27 Unrealized +10.7%
COHEN STEERS INFRASTRUCTUR COM 0.0%
Value ($000) $323 Shares 13,399 Est. Cost $24.56 Unrealized
SHV ISHARES TR TRUST ISHARE 0-1 0.0%
Value ($000) $2,014 Shares 18,282 Est. Cost $110.36 Unrealized
IYM ISHARES TR U.S. BAS MTL ETF 0.0%
Value ($000) $221 Shares 1,434 Est. Cost $140.01 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $157 Shares 10,081 Est. Cost $14.87 Unrealized
GATX GATX CORP COM 0.0%
Value ($000) $266 Shares 1,567 Est. Cost $148.30 Unrealized +10.8%
IBMQ ISHARES TR IBONDS DEC 28 0.0%
Value ($000) $895 Shares 35,000 Est. Cost $25.61 Unrealized
BHRB BURKE HERBERT FINL SVCS CORP COM 0.0%
Value ($000) $803 Shares 12,890 Est. Cost $61.63 Unrealized +0.5%
HCKT HACKETT GROUP INC COM 0.0%
Value ($000) $224 Shares 11,424 Est. Cost $24.56 Unrealized -22.8%
TRMK TRUSTMARK CORP COM 0.0%
Value ($000) $389 Shares 9,999 Est. Cost $26.56 Unrealized +46.0%
RSPT INVESCO EXCHANGE TRADED FD T SP500 EQL TEC 0.0%
Value ($000) $377 Shares 8,281 Est. Cost $37.42 Unrealized
IBMO ISHARES TR IBONDS DEC 26 0.0%
Value ($000) $897 Shares 35,000 Est. Cost $25.61 Unrealized
FITE SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $1,101 Shares 12,902 Est. Cost $73.38 Unrealized
SPMD SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $471 Shares 8,127 Est. Cost $54.05 Unrealized
VDE VANGUARD WORLD FD ENERGY ETF 0.0%
Value ($000) $709 Shares 5,632 Est. Cost $71.39 Unrealized
AZZ AZZ INC COM 0.0%
Value ($000) $311 Shares 2,897 Est. Cost $51.14 Unrealized +102.3%
DLS WISDOMTREE TR INTL SMCAP DIV 0.0%
Value ($000) $298 Shares 3,679 Est. Cost $75.99 Unrealized
SPTM SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $250 Shares 3,030 Est. Cost $80.65 Unrealized
MKC/V MCCORMICK CO INC COM VTG 0.0%
Value ($000) $293 Shares 4,310 Est. Cost $71.38 Unrealized -7.9%
EATON VANCE ENHANCED EQUITY COM 0.0%
Value ($000) $295 Shares 12,586 Est. Cost $21.54 Unrealized
FCF FIRST COMWLTH FINL CORP PA COM 0.0%
Value ($000) $470 Shares 27,854 Est. Cost $13.40 Unrealized +21.0%
BILS SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $4,250 Shares 42,833 Est. Cost $99.58 Unrealized
SYLD CAMBRIA ETF TR SHSHLD YIELD ETF 0.0%
Value ($000) $346 Shares 4,975 Est. Cost $72.01 Unrealized
NUVEEN PENNSYLVANIA QLT MUN COM 0.0%
Value ($000) $513 Shares 43,171 Est. Cost $11.88 Unrealized
NUVEEN PFD INCOME OPPORTUN COM 0.0%
Value ($000) $271 Shares 33,396 Est. Cost $7.68 Unrealized
CWB SPDR SERIES TRUST STATE STREET SPD 0.0%
Value ($000) $319 Shares 3,571 Est. Cost $77.89 Unrealized
AIVL WISDOMTREE TR US AI ENHANCED 0.0%
Value ($000) $718 Shares 6,247 Est. Cost $113.07 Unrealized
EATON VANCE SHORT DURATION D COM 0.0%
Value ($000) $116 Shares 10,650 Est. Cost $11.32 Unrealized
BNY MELLON HIGH YIELD STRATE SH BEN INT 0.0%
Value ($000) $95 Shares 38,162 Est. Cost $3.22 Unrealized
IBHF ISHARES TR IBONDS 2026 TERM 0.0%
Value ($000) $378 Shares 16,385 Est. Cost $23.01 Unrealized
DWS MUN INCOME TR NEW COM 0.0%
Value ($000) $468 Shares 51,463 Est. Cost $8.31 Unrealized
SDOG ALPS ETF TR SECTR DIV DOGS 0.0%
Value ($000) $959 Shares 15,851 Est. Cost $50.65 Unrealized
MDIV FIRST TR EXCHANGE TRADED FD MULTI ASSET DI 0.0%
Value ($000) $185 Shares 11,800 Est. Cost $18.34 Unrealized
FFBC FIRST FINL BANCORP OH COM 0.0%
Value ($000) $1,209 Shares 48,304 Est. Cost $20.56 Unrealized +20.6%
XONE BONDBLOXX ETF TRUST BLOOMBERG ONE YR 0.0%
Value ($000) $3,603 Shares 72,744 Est. Cost $49.55 Unrealized
IBMP ISHARES TR IBONDS DEC 27 0.0%
Value ($000) $889 Shares 35,000 Est. Cost $25.45 Unrealized
HANCOCK JOHN INCOME SECS TR COM 0.0%
Value ($000) $704 Shares 60,105 Est. Cost $10.99 Unrealized
GVI ISHARES TR INTRM GOV CR ETF 0.0%
Value ($000) $4,068 Shares 37,899 Est. Cost $111.15 Unrealized
ACWV ISHARES INC MSCI GBL MIN VOL 0.0%
Value ($000) $260 Shares 2,186 Est. Cost $88.30 Unrealized
DBC INVESCO DB COMMDY INDX TRCK UNIT 0.0%
Value ($000) $335 Shares 14,967 Est. Cost $22.53 Unrealized
DHS WISDOMTREE TR US HIGH DIVIDEND 0.0%
Value ($000) $330 Shares 3,241 Est. Cost $67.31 Unrealized
OPAL OPAL FUELS INC CLASS A COM 0.0%
Value ($000) $31 Shares 13,249 Est. Cost $7.35 Unrealized -67.2%
ROUS LATTICE STRATEGIES TR HARTFORD US EQTY 0.0%
Value ($000) $519 Shares 9,000 Est. Cost $48.18 Unrealized
IBDT ISHARES TR IBDS DEC28 ETF 0.0%
Value ($000) $742 Shares 29,151 Est. Cost $25.08 Unrealized
EATON VANCE TAX-MANAGED BUY- COM 0.0%
Value ($000) $254 Shares 17,681 Est. Cost $12.38 Unrealized
TECB ISHARES TR US TECH BRKTHR 0.0%
Value ($000) $204 Shares 3,357 Est. Cost $60.36 Unrealized
DTD WISDOMTREE TR US TOTAL DIVIDND 0.0%
Value ($000) $589 Shares 6,942 Est. Cost $81.59 Unrealized
INVESCO PA VALUE MUN INC TR COM 0.0%
Value ($000) $501 Shares 47,868 Est. Cost $10.15 Unrealized
SIZE ISHARES TR MSCI USA SZE FT 0.0%
Value ($000) $307 Shares 1,899 Est. Cost $137.53 Unrealized
UNM UNUM GROUP COM 0.0%
Value ($000) $561 Shares 7,241 Est. Cost $55.03 Unrealized +39.0%
LRGF ISHARES TR U S EQUITY FACTR 0.0%
Value ($000) $250 Shares 3,607 Est. Cost $50.12 Unrealized
GABELLI UTIL TR COM 0.0%
Value ($000) $216 Shares 35,859 Est. Cost $5.80 Unrealized
INVESCO MUNICIPAL TRUST COM 0.0%
Value ($000) $1,655 Shares 171,505 Est. Cost $9.84 Unrealized
THG HANOVER INS GROUP INC COM 0.0%
Value ($000) $272 Shares 1,489 Est. Cost $130.92 Unrealized +36.8%
MFS MUN INCOME TR SH BEN INT 0.0%
Value ($000) $129 Shares 23,676 Est. Cost $6.83 Unrealized
NYF ISHARES TR NEW YORK MUN ETF 0.0%
Value ($000) $311 Shares 5,803 Est. Cost $53.35 Unrealized
USMC PRINCIPAL EXCHANGE TRADED FD US MEGA CP ETF 0.0%
Value ($000) $332 Shares 4,846 Est. Cost $35.65 Unrealized
GERN GERON CORP COM 0.0%
Value ($000) $15 Shares 11,500 Est. Cost $3.90 Unrealized -67.8%
AGZ ISHARES TR AGENCY BOND ETF 0.0%
Value ($000) $483 Shares 4,380 Est. Cost $109.44 Unrealized
FLJP FRANKLIN TEMPLETON ETF TR FTSE JAPAN ETF 0.0%
Value ($000) $366 Shares 10,634 Est. Cost $28.99 Unrealized
BSMT INVESCO EXCH TRD SLF IDX FD BULSHS 2029 MUNI 0.0%
Value ($000) $205 Shares 8,850 Est. Cost $23.10 Unrealized
RDIV INVESCO EXCH TRADED FD TR II SP ULTRA DIVIDE 0.0%
Value ($000) $269 Shares 5,160 Est. Cost $52.12 Unrealized
SXT SENSIENT TECHNOLOGIES CORP COM 0.0%
Value ($000) $243 Shares 2,590 Est. Cost $89.43 Unrealized +5.5%
QUAD QUAD / GRAPHICS INC COM CL A 0.0%
Value ($000) $132 Shares 20,975 Est. Cost $3.61 Unrealized +62.9%
SHYD VANECK ETF TRUST SHRT HGH YLD MUN 0.0%
Value ($000) $273 Shares 11,921 Est. Cost $22.60 Unrealized
BSMR INVESCO EXCH TRD SLF IDX FD BULSHS 2027 MUNI 0.0%
Value ($000) $322 Shares 13,591 Est. Cost $23.66 Unrealized
MLPA GLOBAL X FDS GLBL X MLP ETF 0.0%
Value ($000) $331 Shares 6,840 Est. Cost $48.01 Unrealized