Integrated Wealth Concepts LLC Diversified Active

CIK: 0001737109 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 13, 2026

Total Value ($000): $8,417,150 (100.0% shares, 0.0% debt)

Holdings (1,599)

New Positions (119)

DISV DIMENSIONAL INTL 0.3%
Value ($000) $24,143 Shares 635,340 Est. Cost $38.00 Unrealized
BPRE BLUEROCK PRIVATE 0.1%
Value ($000) $6,035 Shares 402,335 Est. Cost $15.00 Unrealized
JMSI JPMORGAN SUSTAINABLE 0.1%
Value ($000) $4,293 Shares 85,218 Est. Cost $50.38 Unrealized
ESNT ESSENT GROUP 0.0%
Value ($000) $3,734 Shares 57,436 Est. Cost $62.08 Unrealized 0.0%
INVX INNOVEX INTERNATIONAL 0.0%
Value ($000) $3,713 Shares 169,776 Est. Cost $20.87 Unrealized 0.0%
INVA INNOVIVA INC 0.0%
Value ($000) $3,672 Shares 183,709 Est. Cost $19.53 Unrealized 0.0%
MATX MATSON INC 0.0%
Value ($000) $3,650 Shares 29,540 Est. Cost $107.05 Unrealized 0.0%
SYSB ISHARES SYSTEMATIC 0.0%
Value ($000) $3,139 Shares 34,970 Est. Cost $89.76 Unrealized
MKTX MARKETAXESS HOLDINGS 0.0%
Value ($000) $1,443 Shares 7,960 Est. Cost $169.50 Unrealized 0.0%
EWL ISHARES MSCI 0.0%
Value ($000) $1,328 Shares 22,148 Est. Cost $59.96 Unrealized
WNTR TIDAL TRUST II 0.0%
Value ($000) $1,113 Shares 28,054 Est. Cost $39.66 Unrealized
MAR MARRIOTT INTL 0.0%
Value ($000) $1,111 Shares 3,580 Est. Cost $285.32 Unrealized 0.0%
FLCA FRANKLIN FTSE 0.0%
Value ($000) $1,029 Shares 21,313 Est. Cost $48.30 Unrealized
JLL JONES LANG 0.0%
Value ($000) $883 Shares 2,623 Est. Cost $313.44 Unrealized 0.0%
EWD ISHARES MSCI 0.0%
Value ($000) $863 Shares 17,529 Est. Cost $49.23 Unrealized
TER TERADYNE INC 0.0%
Value ($000) $839 Shares 4,332 Est. Cost $171.50 Unrealized 0.0%
PFLD AAM LOW 0.0%
Value ($000) $836 Shares 42,715 Est. Cost $19.57 Unrealized
ABRDN ASIA 0.0%
Value ($000) $716 Shares 46,651 Est. Cost $15.34 Unrealized
TTE TOTALENERGIES SE 0.0%
Value ($000) $697 Shares 10,661 Est. Cost $63.23 Unrealized 0.0%
ABBRN GLOBAL 0.0%
Value ($000) $677 Shares 30,288 Est. Cost $22.36 Unrealized
FTCA PUTNAM FRANKLIN 0.0%
Value ($000) $633 Shares 86,535 Est. Cost $7.32 Unrealized
DECK DECKERS OUTDOOR 0.0%
Value ($000) $626 Shares 6,036 Est. Cost $93.73 Unrealized 0.0%
AKRE PROFESSIONALLY MANAGED 0.0%
Value ($000) $615 Shares 9,388 Est. Cost $65.51 Unrealized
ARMK ARAMARK 0.0%
Value ($000) $590 Shares 15,999 Est. Cost $37.92 Unrealized 0.0%
BLACKROCK LTD 0.0%
Value ($000) $556 Shares 40,451 Est. Cost $13.74 Unrealized
JEF JEFFERIES FINANCIAL 0.0%
Value ($000) $548 Shares 8,848 Est. Cost $56.69 Unrealized 0.0%
VNO VORNADO REALTY 0.0%
Value ($000) $547 Shares 16,440 Est. Cost $33.28 Unrealized
AMH AMERICAN HOMES 0.0%
Value ($000) $529 Shares 16,494 Est. Cost $32.10 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $521 Shares 7,126 Est. Cost $65.34 Unrealized 0.0%
MAA MID AMERICA 0.0%
Value ($000) $501 Shares 3,604 Est. Cost $133.00 Unrealized 0.0%
Q QNITY ELECTRONICS 0.0%
Value ($000) $494 Shares 6,056 Est. Cost $84.91 Unrealized 0.0%
BAX BAXTER INTL 0.0%
Value ($000) $494 Shares 25,846 Est. Cost $20.00 Unrealized 0.0%
CNEQ ALGER CONCENTRATED 0.0%
Value ($000) $479 Shares 13,924 Est. Cost $34.38 Unrealized
SPYX STATE STREET 0.0%
Value ($000) $475 Shares 8,461 Est. Cost $56.19 Unrealized
ALGM ALLEGRO MICROSYSTEMS 0.0%
Value ($000) $474 Shares 17,976 Est. Cost $27.52 Unrealized 0.0%
GDDY GODADDY INC 0.0%
Value ($000) $467 Shares 3,762 Est. Cost $129.40 Unrealized 0.0%
NBSD NEUBERGER BERMAN 0.0%
Value ($000) $458 Shares 8,952 Est. Cost $51.18 Unrealized
BLACKROCK MUNIYIELD 0.0%
Value ($000) $456 Shares 40,334 Est. Cost $11.30 Unrealized
UL UNILEVER PLC 0.0%
Value ($000) $431 Shares 6,596 Est. Cost $65.40 Unrealized
CLOZ SERIES TR 0.0%
Value ($000) $422 Shares 15,951 Est. Cost $26.48 Unrealized
ZIM ZIM INTEGRATED 0.0%
Value ($000) $390 Shares 18,364 Est. Cost $16.77 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES 0.0%
Value ($000) $385 Shares 4,413 Est. Cost $82.26 Unrealized 0.0%
WEX WEX INC 0.0%
Value ($000) $378 Shares 2,540 Est. Cost $150.68 Unrealized 0.0%
FESM FIDELITY COVINGTON 0.0%
Value ($000) $370 Shares 9,796 Est. Cost $37.78 Unrealized
RBIL RBB F/M 0.0%
Value ($000) $363 Shares 7,303 Est. Cost $49.66 Unrealized
OLLI OLLIES BARGAIN 0.0%
Value ($000) $360 Shares 3,283 Est. Cost $120.58 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL 0.0%
Value ($000) $357 Shares 4,050 Est. Cost $83.87 Unrealized 0.0%
IPGP IPG PHOTONICS 0.0%
Value ($000) $343 Shares 4,795 Est. Cost $81.59 Unrealized 0.0%
SRPT SAREPTA THERAPEUTICS 0.0%
Value ($000) $335 Shares 15,587 Est. Cost $21.08 Unrealized 0.0%
GPK GRAPHIC PACKAGING 0.0%
Value ($000) $326 Shares 21,669 Est. Cost $16.44 Unrealized 0.0%
DAYFORCE INC 0.0%
Value ($000) $320 Shares 4,634 Est. Cost $68.83 Unrealized 0.0%
BSJT INVESCO BULLETSHARES 0.0%
Value ($000) $316 Shares 14,669 Est. Cost $21.51 Unrealized
BITW BITWISE 10 CRYPTO INDEX ETF 0.0%
Value ($000) $315 Shares 5,353 Est. Cost $58.76 Unrealized
TCAL T ROWE 0.0%
Value ($000) $311 Shares 13,206 Est. Cost $23.57 Unrealized
NXG NEXTGEN INFRASTR INCM FD 0.0%
Value ($000) $309 Shares 6,120 Est. Cost $50.50 Unrealized
CALL 1 TESLA INC 0.0%
Value ($000) $304 Shares 304,340 Est. Cost Unrealized
SLNO SOLENO THERAPEUTICS INC 0.0%
Value ($000) $304 Shares 6,560 Est. Cost $54.83 Unrealized 0.0%
NCLH NORWEGIAN CRUISE 0.0%
Value ($000) $302 Shares 13,549 Est. Cost $21.11 Unrealized 0.0%
L LOEWS CORP 0.0%
Value ($000) $300 Shares 2,848 Est. Cost $103.22 Unrealized 0.0%
ATI ATI INC 0.0%
Value ($000) $283 Shares 2,468 Est. Cost $97.45 Unrealized 0.0%
W WAYFAIR INC 0.0%
Value ($000) $280 Shares 2,790 Est. Cost $96.17 Unrealized 0.0%
UFO PROCURE ETF TRUST II 0.0%
Value ($000) $279 Shares 7,219 Est. Cost $38.65 Unrealized
MKL MARKEL GROUP 0.0%
Value ($000) $278 Shares 129 Est. Cost $2025.92 Unrealized 0.0%
RGA REINSURANCE GROUP 0.0%
Value ($000) $274 Shares 1,347 Est. Cost $193.39 Unrealized 0.0%
LEU CENTRUS ENERGY 0.0%
Value ($000) $271 Shares 1,118 Est. Cost $301.96 Unrealized 0.0%
FDHY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $266 Shares 5,400 Est. Cost $49.33 Unrealized
USAR USA RARE EARTH INC 0.0%
Value ($000) $266 Shares 22,313 Est. Cost $19.05 Unrealized 0.0%
TREX TREX CO 0.0%
Value ($000) $263 Shares 7,506 Est. Cost $40.45 Unrealized 0.0%
DUFF & PHELPS UTLITY AND INF 0.0%
Value ($000) $263 Shares 20,662 Est. Cost $12.71 Unrealized
GFS GLOBALFOUNDRIES INC 0.0%
Value ($000) $257 Shares 7,369 Est. Cost $35.57 Unrealized 0.0%
CRS CARPENTER TECHNOLGY 0.0%
Value ($000) $257 Shares 815 Est. Cost $300.56 Unrealized 0.0%
EMN EASTMAN CHEMICAL 0.0%
Value ($000) $254 Shares 3,976 Est. Cost $60.99 Unrealized 0.0%
LQTI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $251 Shares 12,499 Est. Cost $20.12 Unrealized
PAAS PAN AMERICAN 0.0%
Value ($000) $250 Shares 4,833 Est. Cost $41.86 Unrealized 0.0%
IEX IDEX CORP 0.0%
Value ($000) $248 Shares 1,395 Est. Cost $170.79 Unrealized 0.0%
SOLS SOLSTICE ADVANCED 0.0%
Value ($000) $245 Shares 5,038 Est. Cost $47.08 Unrealized 0.0%
TTEK TETRA TECH 0.0%
Value ($000) $243 Shares 7,239 Est. Cost $33.82 Unrealized 0.0%
MORN MORNINGSTAR INC 0.0%
Value ($000) $235 Shares 1,081 Est. Cost $216.57 Unrealized 0.0%
PSP INVESCO GLOBAL 0.0%
Value ($000) $233 Shares 3,471 Est. Cost $67.07 Unrealized
EDIV SPDR INDEX SHS FDS 0.0%
Value ($000) $231 Shares 5,903 Est. Cost $39.15 Unrealized
KDP KEURIG DR 0.0%
Value ($000) $230 Shares 8,221 Est. Cost $27.24 Unrealized 0.0%
LOPE GRAND CANYON 0.0%
Value ($000) $229 Shares 1,378 Est. Cost $180.87 Unrealized 0.0%
HYTI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $228 Shares 11,519 Est. Cost $19.78 Unrealized
FIVE FIVE BELOW 0.0%
Value ($000) $224 Shares 1,190 Est. Cost $162.56 Unrealized 0.0%
HOG HARLEY DAVIDSON 0.0%
Value ($000) $224 Shares 10,908 Est. Cost $24.58 Unrealized 0.0%
PXF INVESCO FTSE 0.0%
Value ($000) $223 Shares 3,397 Est. Cost $65.54 Unrealized
ABRDN TOTAL 0.0%
Value ($000) $221 Shares 22,656 Est. Cost $9.75 Unrealized
QGRW WISDOMTREE US 0.0%
Value ($000) $217 Shares 3,701 Est. Cost $58.67 Unrealized
GMED GLOBUS MEDICAL 0.0%
Value ($000) $217 Shares 2,482 Est. Cost $75.90 Unrealized 0.0%
DOC HEALTHPEAK PPTYS 0.0%
Value ($000) $215 Shares 13,388 Est. Cost $17.46 Unrealized 0.0%
FLR FLUOR CORP 0.0%
Value ($000) $213 Shares 5,374 Est. Cost $44.24 Unrealized 0.0%
SGDM SPROTT ETF TRUST 0.0%
Value ($000) $212 Shares 3,038 Est. Cost $69.64 Unrealized
PBI PITNEY BOWES INC 0.0%
Value ($000) $211 Shares 19,929 Est. Cost $10.37 Unrealized 0.0%
SII SPROTT INC 0.0%
Value ($000) $207 Shares 2,115 Est. Cost $88.68 Unrealized 0.0%
ITT ITT INC 0.0%
Value ($000) $207 Shares 1,192 Est. Cost $179.17 Unrealized 0.0%
FNB F N B CORP 0.0%
Value ($000) $206 Shares 12,064 Est. Cost $16.27 Unrealized 0.0%
FS SPECIALTY 0.0%
Value ($000) $206 Shares 14,562 Est. Cost $14.14 Unrealized
TUSI TOUCHSTONE ETF TRUST 0.0%
Value ($000) $205 Shares 8,110 Est. Cost $25.33 Unrealized
CNP CENTERPOINT ENERGY 0.0%
Value ($000) $205 Shares 5,346 Est. Cost $38.86 Unrealized 0.0%
BKH BLACK HILLS 0.0%
Value ($000) $205 Shares 2,951 Est. Cost $66.47 Unrealized 0.0%
VIRTUS DIVERSIFIED INCM & CO 0.0%
Value ($000) $205 Shares 7,780 Est. Cost $26.29 Unrealized
AYI ACUITY INC 0.0%
Value ($000) $205 Shares 568 Est. Cost $361.21 Unrealized 0.0%
CGIC CAPITAL GROUP 0.0%
Value ($000) $203 Shares 6,231 Est. Cost $32.50 Unrealized
CHRW C H ROBINSON 0.0%
Value ($000) $202 Shares 1,259 Est. Cost $147.32 Unrealized 0.0%
SHC SOTERA HEALTH CO 0.0%
Value ($000) $192 Shares 10,889 Est. Cost $16.54 Unrealized 0.0%
OWL BLUE OWL 0.0%
Value ($000) $179 Shares 11,997 Est. Cost $15.64 Unrealized 0.0%
CLSK CLEANSPARK INC 0.0%
Value ($000) $170 Shares 16,800 Est. Cost $14.99 Unrealized 0.0%
FLO FLOWERS FOODS 0.0%
Value ($000) $118 Shares 10,846 Est. Cost $11.43 Unrealized 0.0%
ASPI ASP ISOTOPES INC 0.0%
Value ($000) $99 Shares 18,508 Est. Cost $7.95 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES 0.0%
Value ($000) $83 Shares 10,716 Est. Cost $8.23 Unrealized 0.0%
UWMC UWM HOLDINGS 0.0%
Value ($000) $59 Shares 13,433 Est. Cost $5.38 Unrealized 0.0%
AVXL ANAVEX LIFE 0.0%
Value ($000) $46 Shares 12,996 Est. Cost $6.13 Unrealized 0.0%
AGL AGILON HEALTH INC 0.0%
Value ($000) $23 Shares 32,849 Est. Cost $0.78 Unrealized 0.0%
TRX TRX GOLD 0.0%
Value ($000) $20 Shares 21,787 Est. Cost $0.74 Unrealized 0.0%
NFE NEW FORTRESS 0.0%
Value ($000) $17 Shares 14,943 Est. Cost $1.47 Unrealized 0.0%
DEFT DEFI TECHNOLOGIES 0.0%
Value ($000) $17 Shares 22,259 Est. Cost $1.53 Unrealized 0.0%
GTBP GT BIOPHARMA 0.0%
Value ($000) $16 Shares 20,006 Est. Cost $0.71 Unrealized 0.0%
IFRX INFLARX NV 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.24 Unrealized 0.0%
AKANDA CORP 0.0%
Value ($000) $5 Shares 10,000 Est. Cost $0.46 Unrealized

Increased Positions (352)

XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $37,584 (-47.9%) Shares 261,057 (+2.0%) Est. Cost $89.53 Unrealized
SPEM SPDR EMERGING 0.4%
Value ($000) $33,112 (+204.7%) Shares 707,366 (+204.7%) Est. Cost $43.41 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $11,366 (-56.4%) Shares 74,191 (+161.8%) Est. Cost $154.67 Unrealized +10.9%
SPYV SPDR SERIES TRUST 0.8%
Value ($000) $69,342 (+21.0%) Shares 1,220,593 (+17.9%) Est. Cost $48.41 Unrealized
DYNF ISHARES U S 1.2%
Value ($000) $103,365 (+12.8%) Shares 1,699,801 (+9.8%) Est. Cost $49.79 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $7,807 (-57.2%) Shares 83,262 (+447.6%) Est. Cost $99.19 Unrealized +8.7%
FWD AB ACTIVE ETFS INC 0.4%
Value ($000) $36,849 (+36.1%) Shares 352,922 (+31.9%) Est. Cost $93.66 Unrealized
BAI ISHARES A I 0.3%
Value ($000) $25,889 (+57.7%) Shares 777,441 (+61.8%) Est. Cost $31.95 Unrealized
IAGG ISHARES CORE 0.1%
Value ($000) $10,203 (+499.7%) Shares 204,024 (+514.3%) Est. Cost $50.16 Unrealized
RSSB TIDAL TRUST II 0.4%
Value ($000) $33,533 (+30.4%) Shares 1,192,511 (+30.7%) Est. Cost $23.66 Unrealized
CGDV CAPITAL GROUP 0.7%
Value ($000) $58,377 (+14.5%) Shares 1,337,699 (+10.2%) Est. Cost $35.33 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $36,255 (+19.9%) Shares 1,058,224 (+17.0%) Est. Cost $28.84 Unrealized
USMC PRINCIPAL EXCHANGE TRADED FD 0.2%
Value ($000) $16,541 (+55.9%) Shares 241,652 (+55.3%) Est. Cost $66.97 Unrealized
APH AMPHENOL CORP 0.1%
Value ($000) $8,217 (+172.3%) Shares 60,803 (+149.4%) Est. Cost $106.36 Unrealized +25.6%
IAU ISHARES GOLD 0.3%
Value ($000) $28,777 (+18.1%) Shares 354,523 (+5.9%) Est. Cost $55.63 Unrealized
ONTO ONTO INNOVATION 0.1%
Value ($000) $4,328 (+1689.0%) Shares 27,414 (+1364.4%) Est. Cost $139.63 Unrealized +1.7%
QQQM INVESCO EXCH TRADED FD TR II 0.9%
Value ($000) $72,915 (+5.6%) Shares 288,293 (+3.2%) Est. Cost $200.32 Unrealized
XAR SPDR SERIES TRUST 0.1%
Value ($000) $6,392 (+133.9%) Shares 26,497 (+127.8%) Est. Cost $197.96 Unrealized
SPTI SPDR SERIES TRUST 0.1%
Value ($000) $10,297 (+54.9%) Shares 357,036 (+55.2%) Est. Cost $26.55 Unrealized
SPTL SPDR SERIES TRUST 0.3%
Value ($000) $24,492 (+16.8%) Shares 925,275 (+18.9%) Est. Cost $24.21 Unrealized
IBTI ISHARES IBONDS 0.2%
Value ($000) $13,161 (+34.3%) Shares 588,449 (+34.4%) Est. Cost $22.29 Unrealized
SHLD GLOBAL X 0.1%
Value ($000) $11,462 (+39.8%) Shares 176,905 (+51.6%) Est. Cost $68.14 Unrealized
SPYC SIMPLIFY EXCHANGE TRADED FUN 0.2%
Value ($000) $13,845 (+29.0%) Shares 323,898 (+29.3%) Est. Cost $19.36 Unrealized
CGMS CAPITAL GROUP 0.1%
Value ($000) $10,240 (+40.3%) Shares 370,746 (+40.9%) Est. Cost $27.36 Unrealized
IEI ISHARES 3-7YR 0.1%
Value ($000) $7,743 (+47.3%) Shares 64,879 (+47.5%) Est. Cost $118.97 Unrealized
IBB ISHARES BIOTECHNOLOGY 0.0%
Value ($000) $3,163 (+198.8%) Shares 18,743 (+155.6%) Est. Cost $140.27 Unrealized
RSBT TIDAL TRUST II 0.1%
Value ($000) $7,502 (+38.9%) Shares 418,615 (+35.1%) Est. Cost $17.60 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP 0.2%
Value ($000) $17,173 (+13.7%) Shares 520,078 (+2.0%) Est. Cost $17.45 Unrealized
CGGO CAPITAL GROUP 0.1%
Value ($000) $11,981 (+20.0%) Shares 345,769 (+18.4%) Est. Cost $30.23 Unrealized
TOUS T ROWE 0.0%
Value ($000) $3,740 (+97.0%) Shares 108,401 (+92.0%) Est. Cost $33.90 Unrealized
IWX ISHARES RUSSELL 0.1%
Value ($000) $4,643 (+61.5%) Shares 50,543 (+54.5%) Est. Cost $73.78 Unrealized
ITA ISHARES AEROSPACE 0.1%
Value ($000) $7,824 (+29.0%) Shares 36,445 (+25.7%) Est. Cost $158.99 Unrealized
IBTJ ISHARES IBONDS 0.0%
Value ($000) $3,404 (+103.6%) Shares 155,120 (+103.7%) Est. Cost $21.85 Unrealized
RSST TIDAL TRUST II 0.1%
Value ($000) $7,630 (+28.7%) Shares 269,125 (+20.1%) Est. Cost $23.29 Unrealized
CGBL CAPITAL GROUP 0.1%
Value ($000) $6,889 (+32.6%) Shares 194,980 (+30.3%) Est. Cost $33.18 Unrealized
UITB VICTORYSHARES CORE 0.1%
Value ($000) $5,410 (+44.5%) Shares 114,249 (+45.0%) Est. Cost $47.10 Unrealized
BND VANGUARD TOTAL 1.0%
Value ($000) $85,481 (+1.9%) Shares 1,154,063 (+2.4%) Est. Cost $72.46 Unrealized
IBMR ISHARES IBONDS 0.0%
Value ($000) $2,646 (+152.4%) Shares 104,056 (+153.4%) Est. Cost $25.26 Unrealized
USTB VICTORY PORTFOLIOS II 0.1%
Value ($000) $7,077 (+27.4%) Shares 139,200 (+27.8%) Est. Cost $50.55 Unrealized
TEAM ATLASSIAN CORP 0.0%
Value ($000) $2,281 (+182.4%) Shares 14,068 (+178.2%) Est. Cost $167.71 Unrealized -6.4%
HIMU BLACKROCK ETF TRUST II 0.1%
Value ($000) $10,191 (+16.7%) Shares 209,348 (+17.9%) Est. Cost $49.17 Unrealized
CGDG CAPITAL GROUP 0.1%
Value ($000) $7,916 (+22.4%) Shares 222,119 (+19.0%) Est. Cost $33.73 Unrealized
VXUS VANGUARD STAR FDS 0.2%
Value ($000) $16,230 (+9.5%) Shares 215,139 (+6.6%) Est. Cost $65.20 Unrealized
CGGR CAPITAL GROUP 0.1%
Value ($000) $6,063 (+29.3%) Shares 136,346 (+27.7%) Est. Cost $39.38 Unrealized
IXUS ISHARES CORE 0.2%
Value ($000) $20,504 (+7.1%) Shares 242,254 (+4.5%) Est. Cost $68.04 Unrealized
IBTH ISHARES IBONDS 0.3%
Value ($000) $25,863 (+5.5%) Shares 1,150,990 (+5.7%) Est. Cost $21.87 Unrealized
CGGE CAPITAL GROUP 0.0%
Value ($000) $2,646 (+98.2%) Shares 83,653 (+93.0%) Est. Cost $30.92 Unrealized
CNC CENTENE CORP 0.0%
Value ($000) $1,977 (+194.1%) Shares 48,050 (+155.0%) Est. Cost $46.24 Unrealized -19.0%
EWN ISHARES MSCI 0.0%
Value ($000) $1,413 (+451.9%) Shares 24,777 (+461.3%) Est. Cost $53.75 Unrealized
DG DOLLAR GENL 0.0%
Value ($000) $3,758 (+43.7%) Shares 28,303 (+11.9%) Est. Cost $113.87 Unrealized -2.1%
DFSD DIMENSIONAL SHORT 0.2%
Value ($000) $12,840 (+9.4%) Shares 267,775 (+10.0%) Est. Cost $42.85 Unrealized
RSSX TIDAL TRUST II 0.0%
Value ($000) $3,255 (+48.9%) Shares 127,900 (+48.4%) Est. Cost $25.39 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $5,138 (+25.8%) Shares 221,572 (+25.2%) Est. Cost $23.20 Unrealized
IWO ISHARES RUSSELL 0.0%
Value ($000) $1,900 (+123.7%) Shares 5,882 (+121.6%) Est. Cost $300.01 Unrealized
PULS PGIM ETF TR 0.1%
Value ($000) $6,881 (+17.4%) Shares 138,752 (+18.0%) Est. Cost $49.63 Unrealized
DFCF DIMENSIONAL CORE 0.2%
Value ($000) $12,972 (+8.5%) Shares 304,801 (+9.0%) Est. Cost $15.92 Unrealized
ROBT FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $3,217 (+45.0%) Shares 62,022 (+47.9%) Est. Cost $49.59 Unrealized
IBTG ISHARES IBONDS 0.4%
Value ($000) $33,580 (+3.0%) Shares 1,467,977 (+3.4%) Est. Cost $21.56 Unrealized
AVUV AVANTIS U S 0.1%
Value ($000) $8,997 (+12.3%) Shares 88,224 (+9.6%) Est. Cost $92.79 Unrealized
ATFV ALGER 35 0.0%
Value ($000) $1,159 (+364.5%) Shares 33,232 (+373.2%) Est. Cost $35.01 Unrealized
TLH ISHARES 10-20YR 0.1%
Value ($000) $7,505 (+13.3%) Shares 73,814 (+14.7%) Est. Cost $103.01 Unrealized
EWQ ISHARES MSCI 0.0%
Value ($000) $1,160 (+266.7%) Shares 25,793 (+258.0%) Est. Cost $43.59 Unrealized
TLTW ISHARES 20 0.0%
Value ($000) $2,026 (+71.3%) Shares 89,355 (+76.6%) Est. Cost $25.22 Unrealized
EXAS EXACT SCIENCES 0.0%
Value ($000) $1,270 (+191.3%) Shares 12,509 (+56.9%) Est. Cost $61.39 Unrealized +30.8%
EWU ISHARES MSCI 0.0%
Value ($000) $1,514 (+119.7%) Shares 34,433 (+109.6%) Est. Cost $37.63 Unrealized
SLYG SPDR SERIES TRUST 0.1%
Value ($000) $7,192 (+12.9%) Shares 76,359 (+13.0%) Est. Cost $88.27 Unrealized
FALN ISHARES FALLEN 0.0%
Value ($000) $2,619 (+45.4%) Shares 95,920 (+47.9%) Est. Cost $23.16 Unrealized
BMY BRISTOL MYERS 0.0%
Value ($000) $4,062 (+25.0%) Shares 75,299 (+4.5%) Est. Cost $49.99 Unrealized -4.9%
NUVEEN AMT 0.0%
Value ($000) $968 (+476.2%) Shares 83,258 (+464.3%) Est. Cost $10.61 Unrealized
CGCB CAPITAL GROUP 0.0%
Value ($000) $2,767 (+39.2%) Shares 104,355 (+39.5%) Est. Cost $26.37 Unrealized
CDL VICTORYSHARES US 0.0%
Value ($000) $2,389 (+45.2%) Shares 34,695 (+46.8%) Est. Cost $55.29 Unrealized
LVS LAS VEGAS SANDS 0.0%
Value ($000) $1,007 (+280.3%) Shares 15,471 (+214.3%) Est. Cost $58.36 Unrealized +4.9%
REGN REGENERON PHARMACEUTICAL 0.0%
Value ($000) $1,525 (+89.5%) Shares 1,976 (+38.1%) Est. Cost $595.83 Unrealized +13.9%
VIK VIKING HOLDINGS 0.0%
Value ($000) $1,069 (+201.1%) Shares 14,973 (+162.1%) Est. Cost $62.22 Unrealized +2.6%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $2,388 (-22.8%) Shares 31,326 (+1.0%) Est. Cost $76.42 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $2,288 (+44.6%) Shares 38,124 (+33.2%) Est. Cost $55.69 Unrealized +3.0%
PMBS PIMCO ETF TR 0.1%
Value ($000) $11,867 (+6.2%) Shares 238,798 (+6.2%) Est. Cost $49.66 Unrealized
TAXX BONDBLOXX IR 0.0%
Value ($000) $2,366 (+37.3%) Shares 46,645 (+38.0%) Est. Cost $50.71 Unrealized
CGUS CAPITAL GROUP 0.1%
Value ($000) $6,493 (+10.7%) Shares 161,389 (+8.8%) Est. Cost $34.90 Unrealized
LGOV FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $14,306 (+4.5%) Shares 655,358 (+4.1%) Est. Cost $21.60 Unrealized
IEF ISHARES 7-10YR 0.1%
Value ($000) $9,030 (+7.1%) Shares 93,904 (+7.5%) Est. Cost $54.56 Unrealized
BSMT INVESCO BULLETSHARES 0.0%
Value ($000) $2,615 (+27.9%) Shares 112,957 (+27.7%) Est. Cost $23.05 Unrealized
GSUS GOLDMAN SACHS 0.1%
Value ($000) $5,139 (+12.5%) Shares 54,443 (+10.1%) Est. Cost $51.86 Unrealized
AAL AMERICAN AIRLINES 0.0%
Value ($000) $941 (+153.9%) Shares 61,415 (+86.2%) Est. Cost $13.94 Unrealized -3.2%
NEM NEWMONT CORP 0.0%
Value ($000) $3,326 (+20.6%) Shares 33,306 (+1.9%) Est. Cost $45.21 Unrealized +99.5%
EMCB WISDOMTREE TR 0.1%
Value ($000) $11,921 (+5.0%) Shares 179,345 (+5.8%) Est. Cost $65.64 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $1,052 (+113.4%) Shares 10,833 (+94.3%) Est. Cost $85.33 Unrealized +5.2%
BSMS INVESCO BULLETSHARES 0.0%
Value ($000) $3,322 (+20.1%) Shares 141,383 (+19.7%) Est. Cost $23.37 Unrealized
BUFD FIRST TRUST 0.1%
Value ($000) $5,001 (+12.2%) Shares 177,106 (+9.8%) Est. Cost $24.96 Unrealized
STE STERIS PLC 0.0%
Value ($000) $1,136 (+91.6%) Shares 4,479 (+87.0%) Est. Cost $232.95 Unrealized +7.8%
GTLB GITLAB INC 0.0%
Value ($000) $1,045 (+107.7%) Shares 27,855 (+149.5%) Est. Cost $48.85 Unrealized -11.4%
IT GARTNER INC 0.0%
Value ($000) $895 (+139.5%) Shares 3,546 (+149.5%) Est. Cost $299.84 Unrealized -19.7%
CGNG CAPITAL GROUP 0.0%
Value ($000) $1,002 (+108.1%) Shares 31,385 (+101.4%) Est. Cost $31.42 Unrealized
SIVR ABERDEEN PHYSICAL 0.0%
Value ($000) $1,450 (+55.6%) Shares 21,437 (+2.3%) Est. Cost $42.09 Unrealized
OMFL INVESCO RUSSELL 0.2%
Value ($000) $15,219 (+3.4%) Shares 248,959 (+1.9%) Est. Cost $51.30 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $1,265 (+61.7%) Shares 16,346 (+46.2%) Est. Cost $61.38 Unrealized +22.1%
ICLN ISHARES GLOBAL 0.0%
Value ($000) $709 (+207.5%) Shares 43,161 (+189.7%) Est. Cost $16.78 Unrealized
AESI ATLAS ENERGY SOLUTIONS INC 0.0%
Value ($000) $603 (+374.5%) Shares 64,019 (+472.8%) Est. Cost $11.71 Unrealized -13.7%
DFEM DIMENSIONAL EMERGING 0.1%
Value ($000) $8,876 (+5.6%) Shares 268,331 (+2.3%) Est. Cost $29.00 Unrealized
GLTR ABRDN PHYSICAL 0.0%
Value ($000) $2,289 (+25.6%) Shares 11,133 (+1.1%) Est. Cost $120.54 Unrealized
IGLD FIRST TRUST 0.0%
Value ($000) $1,497 (+45.3%) Shares 59,869 (+39.1%) Est. Cost $22.28 Unrealized
BIV VANGUARD INTERMEDIATE 0.0%
Value ($000) $2,506 (+21.4%) Shares 32,176 (+21.8%) Est. Cost $80.89 Unrealized
GUGGENHEIM STRATEGIC 0.0%
Value ($000) $3,098 (-12.5%) Shares 240,518 (+1.8%) Est. Cost $13.24 Unrealized
NUVEEN PFD 0.0%
Value ($000) $790 (+123.5%) Shares 97,432 (+126.0%) Est. Cost $8.04 Unrealized
XBIL U S TREASURY 0.1%
Value ($000) $6,688 (+7.0%) Shares 133,576 (+7.2%) Est. Cost $50.09 Unrealized
TMSL T ROWE 0.0%
Value ($000) $757 (+129.8%) Shares 21,093 (+125.1%) Est. Cost $35.58 Unrealized
TCAF T ROWE 0.1%
Value ($000) $6,056 (+7.4%) Shares 158,460 (+6.0%) Est. Cost $33.57 Unrealized
EXEL EXELIXIS INC 0.0%
Value ($000) $875 (+89.7%) Shares 19,974 (+78.8%) Est. Cost $40.59 Unrealized +1.9%
BSMR INVESCO BULLETSHARES 0.0%
Value ($000) $4,074 (+11.2%) Shares 172,150 (+11.2%) Est. Cost $23.61 Unrealized
NGG NATIONAL GRID 0.0%
Value ($000) $898 (+84.5%) Shares 11,607 (+73.4%) Est. Cost $46.53 Unrealized
DLTR DOLLAR TREE 0.0%
Value ($000) $826 (+95.9%) Shares 6,718 (+50.3%) Est. Cost $93.28 Unrealized +14.9%
BUFQ FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $10,215 (+4.1%) Shares 285,021 (+1.2%) Est. Cost $30.44 Unrealized
VFLO VICTORYSHARES FREE 0.0%
Value ($000) $2,664 (+17.4%) Shares 67,661 (+11.8%) Est. Cost $35.54 Unrealized
MRVL MARVELL TECHNOLOGY 0.0%
Value ($000) $1,212 (+48.2%) Shares 14,266 (+46.6%) Est. Cost $75.91 Unrealized +15.2%
CRDO CREDO TECHNOLOGY 0.0%
Value ($000) $773 (+102.0%) Shares 5,369 (+104.5%) Est. Cost $107.09 Unrealized +43.6%
BLV VANGUARD LONG 0.0%
Value ($000) $715 (+116.6%) Shares 10,279 (+120.8%) Est. Cost $71.66 Unrealized
HYMB SPDR SERIES TRUST 0.1%
Value ($000) $5,659 (+7.3%) Shares 226,917 (+7.2%) Est. Cost $22.00 Unrealized
FDS FACTSET RESEARCH 0.0%
Value ($000) $881 (+77.2%) Shares 3,035 (+74.9%) Est. Cost $362.45 Unrealized -22.7%
MOS MOSAIC COMPANY 0.0%
Value ($000) $1,081 (+54.4%) Shares 44,872 (+122.2%) Est. Cost $29.59 Unrealized -9.6%
EWP ISHARES MSCI 0.0%
Value ($000) $1,350 (+39.2%) Shares 25,050 (+27.8%) Est. Cost $41.00 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $4,424 (+9.4%) Shares 103,629 (+123.5%) Est. Cost $50.45 Unrealized
DEFR ETF SER SOLUTIONS 0.0%
Value ($000) $2,902 (+14.6%) Shares 108,656 (+12.7%) Est. Cost $26.25 Unrealized
EWI ISHARES INC 0.0%
Value ($000) $1,344 (+37.8%) Shares 24,741 (+31.8%) Est. Cost $43.62 Unrealized
VRTX VERTEX PHARMACEUTICALS 0.0%
Value ($000) $2,140 (+19.5%) Shares 4,721 (+3.2%) Est. Cost $383.65 Unrealized +12.3%
PLD PROLOGIS INC 0.0%
Value ($000) $1,343 (+35.0%) Shares 10,522 (+21.1%) Est. Cost $115.71 Unrealized +7.0%
BSMQ INVESCO BULLETSHARES 0.1%
Value ($000) $4,404 (+8.5%) Shares 186,250 (+8.4%) Est. Cost $23.55 Unrealized
IBHK ISHARES TR 0.0%
Value ($000) $1,195 (+39.6%) Shares 46,242 (+41.0%) Est. Cost $25.68 Unrealized
G GENPACT LTD 0.0%
Value ($000) $785 (+75.8%) Shares 16,771 (+57.5%) Est. Cost $43.94 Unrealized -1.6%
CCJ CAMECO CORP 0.0%
Value ($000) $965 (+53.9%) Shares 10,549 (+41.1%) Est. Cost $58.61 Unrealized +53.5%
FENI FIDELITY COVINGTON TRUST 0.1%
Value ($000) $5,391 (+6.6%) Shares 147,388 (+2.8%) Est. Cost $31.64 Unrealized
FELG FIDELITY ENHANCED 0.1%
Value ($000) $6,675 (+5.1%) Shares 160,079 (+3.6%) Est. Cost $33.90 Unrealized
TPL TEXAS PACIFIC 0.0%
Value ($000) $2,356 (-12.0%) Shares 8,202 (+186.0%) Est. Cost $279.38 Unrealized +9.2%
IBHJ ISHARES TR 0.0%
Value ($000) $1,332 (+30.9%) Shares 50,057 (+31.9%) Est. Cost $26.29 Unrealized
OMC OMNICOM GROUP 0.0%
Value ($000) $1,321 (+30.7%) Shares 16,361 (+32.0%) Est. Cost $78.50 Unrealized -3.5%
IBHG ISHARES IBONDS 0.0%
Value ($000) $1,609 (+23.6%) Shares 72,105 (+24.5%) Est. Cost $22.10 Unrealized
PCG PG&E CORP 0.0%
Value ($000) $2,123 (+16.7%) Shares 132,079 (+9.5%) Est. Cost $16.03 Unrealized -0.7%
CFG CITIZENS FINANCIAL 0.0%
Value ($000) $1,937 (+18.4%) Shares 33,160 (+7.8%) Est. Cost $40.36 Unrealized +32.8%
IBMQ ISHARES IBONDS 0.0%
Value ($000) $3,391 (+9.7%) Shares 132,578 (+10.0%) Est. Cost $25.36 Unrealized
EXLS EXLSERVICE HOLDINGS 0.0%
Value ($000) $671 (+80.3%) Shares 15,818 (+87.0%) Est. Cost $42.75 Unrealized -4.4%
CFLT CONFLUENT INC 0.0%
Value ($000) $529 (+124.2%) Shares 17,490 (+46.8%) Est. Cost $22.07 Unrealized +11.2%
CGMU CAPITAL GROUP 0.0%
Value ($000) $872 (+50.4%) Shares 31,856 (+49.9%) Est. Cost $27.32 Unrealized
VMBS VANGUARD MORTGAGE 0.0%
Value ($000) $635 (+83.9%) Shares 13,494 (+83.5%) Est. Cost $47.42 Unrealized
IBHI ISHARES IBONDS 0.0%
Value ($000) $2,063 (+16.3%) Shares 87,297 (+17.4%) Est. Cost $23.47 Unrealized
SF STIFEL FINANCIAL 0.0%
Value ($000) $582 (+98.1%) Shares 4,645 (+79.5%) Est. Cost $93.11 Unrealized +28.4%
YLD PRINCIPAL EXCHANGE TRADED FD 0.1%
Value ($000) $7,977 (+3.7%) Shares 419,751 (+6.2%) Est. Cost $19.17 Unrealized
TNL TRAVEL LEISURE 0.0%
Value ($000) $829 (+53.2%) Shares 11,752 (+29.2%) Est. Cost $52.81 Unrealized +23.3%
TDVI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $614 (+87.9%) Shares 22,141 (+94.1%) Est. Cost $27.56 Unrealized
FRT FEDERAL REALTY 0.0%
Value ($000) $534 (+111.9%) Shares 5,297 (+112.9%) Est. Cost $96.02 Unrealized +1.4%
FGD FIRST TRUST 0.0%
Value ($000) $2,468 (+12.7%) Shares 81,535 (+7.0%) Est. Cost $22.32 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $496 (+125.9%) Shares 7,473 (+129.0%) Est. Cost $69.35 Unrealized -6.8%
MEDP MEDPACE HOLDINGS 0.0%
Value ($000) $1,338 (+25.5%) Shares 2,382 (+14.9%) Est. Cost $400.47 Unrealized +41.7%
IBDU ISHARES IBONDS 0.0%
Value ($000) $1,224 (+28.2%) Shares 52,295 (+28.6%) Est. Cost $23.00 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $872 (+44.1%) Shares 718 (+28.0%) Est. Cost $738.08 Unrealized +58.8%
IBHH ISHARES IBONDS 0.0%
Value ($000) $1,405 (+22.4%) Shares 59,365 (+23.4%) Est. Cost $23.30 Unrealized
IBKR INTERACTIVE BROKERS 0.0%
Value ($000) $709 (+57.0%) Shares 11,021 (+68.0%) Est. Cost $54.74 Unrealized +22.2%
GLDM SPDR GOLD 0.0%
Value ($000) $1,353 (+23.5%) Shares 15,852 (+10.6%) Est. Cost $61.47 Unrealized
SDVD FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $568 (+79.0%) Shares 26,479 (+80.4%) Est. Cost $21.14 Unrealized
IWL ISHARES RUSSELL 0.1%
Value ($000) $6,503 (+3.9%) Shares 38,109 (+1.2%) Est. Cost $147.03 Unrealized
BUFG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $2,914 (+9.2%) Shares 105,886 (+6.9%) Est. Cost $7.71 Unrealized
DNLI DENALI THERAPEUTICS 0.0%
Value ($000) $1,562 (+18.1%) Shares 94,582 (+3.9%) Est. Cost $14.18 Unrealized +19.0%
CGHM CAPITAL GROUP 0.0%
Value ($000) $561 (+74.1%) Shares 22,000 (+72.8%) Est. Cost $25.37 Unrealized
CGCV CAPITAL GROUP 0.0%
Value ($000) $944 (+33.8%) Shares 30,956 (+32.2%) Est. Cost $29.75 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $1,205 (+24.6%) Shares 5,348 (+5.0%) Est. Cost $192.10 Unrealized +13.3%
PALL ABRDN PHYSICAL 0.0%
Value ($000) $460 (+102.5%) Shares 3,161 (+59.0%) Est. Cost $125.75 Unrealized
TCW STRATEGIC INCOME FD INC 0.0%
Value ($000) $384 (+145.1%) Shares 77,756 (+144.1%) Est. Cost $4.86 Unrealized
BSCQ INVESCO BULLETSHARES 0.1%
Value ($000) $4,420 (+5.4%) Shares 225,807 (+5.3%) Est. Cost $19.39 Unrealized
DOGG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $751 (+42.5%) Shares 36,130 (+37.0%) Est. Cost $20.52 Unrealized
VCIT VANGUARD INTERMEDIATE 0.1%
Value ($000) $8,536 (+2.7%) Shares 101,920 (+3.1%) Est. Cost $35.91 Unrealized
FNOV FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $2,721 (+8.9%) Shares 49,618 (+5.0%) Est. Cost $39.55 Unrealized
RPV INVESCO S&P 0.0%
Value ($000) $3,610 (+6.5%) Shares 34,923 (+2.4%) Est. Cost $78.48 Unrealized
IBDW ISHARES IBONDS 0.0%
Value ($000) $889 (+31.9%) Shares 42,022 (+32.4%) Est. Cost $20.71 Unrealized
GRPM INVESCO S&P 0.0%
Value ($000) $2,769 (+8.3%) Shares 23,076 (+8.9%) Est. Cost $111.41 Unrealized
MGOV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,961 (+12.1%) Shares 95,786 (+12.0%) Est. Cost $20.16 Unrealized
LUV SOUTHWEST AIRLINES 0.0%
Value ($000) $462 (+84.1%) Shares 11,183 (+42.1%) Est. Cost $32.54 Unrealized +6.9%
BKEM BNY MELLON 0.0%
Value ($000) $3,739 (+6.0%) Shares 49,940 (+4.0%) Est. Cost $57.77 Unrealized
ZROZ PIMCO 25 0.0%
Value ($000) $883 (+30.3%) Shares 13,742 (+37.9%) Est. Cost $74.48 Unrealized
FMDE FIDELITY COVINGTON TRUST 0.0%
Value ($000) $2,612 (+8.5%) Shares 71,799 (+7.8%) Est. Cost $36.17 Unrealized
BIZD VANECK BDC 0.0%
Value ($000) $552 (+58.5%) Shares 38,937 (+67.0%) Est. Cost $15.53 Unrealized
MTH MERITAGE HOMES 0.0%
Value ($000) $3,376 (-5.7%) Shares 51,314 (+3.8%) Est. Cost $72.76 Unrealized -4.8%
ESTC ELASTIC N V 0.0%
Value ($000) $924 (+28.1%) Shares 12,251 (+43.5%) Est. Cost $83.65 Unrealized -2.5%
GCOR GOLDMAN SACHS 0.0%
Value ($000) $1,353 (+17.5%) Shares 32,596 (+18.2%) Est. Cost $32.92 Unrealized
MUNI PIMCO ETF TR 0.1%
Value ($000) $5,585 (+3.7%) Shares 106,563 (+3.5%) Est. Cost $47.16 Unrealized
URA GLOBAL X FDS 0.0%
Value ($000) $528 (+61.5%) Shares 12,363 (+80.2%) Est. Cost $41.44 Unrealized
AVDS AMERICAN CENTY ETF TR 0.0%
Value ($000) $2,580 (+8.3%) Shares 36,952 (+4.8%) Est. Cost $66.34 Unrealized
CRBG COREBRIDGE FINANCIAL 0.0%
Value ($000) $686 (+38.8%) Shares 22,749 (+47.5%) Est. Cost $30.53 Unrealized +0.1%
FITB FIFTH THIRD 0.0%
Value ($000) $1,087 (+20.9%) Shares 23,218 (+15.0%) Est. Cost $32.34 Unrealized +35.0%
WULF TERAWULF INC 0.0%
Value ($000) $351 (+114.7%) Shares 30,552 (+113.4%) Est. Cost $10.70 Unrealized +25.2%
NXST NEXSTAR MEDIA 0.0%
Value ($000) $816 (+29.6%) Shares 4,019 (+26.2%) Est. Cost $163.75 Unrealized +17.8%
DHI D R HORTON INC 0.0%
Value ($000) $1,428 (-11.5%) Shares 9,916 (+4.1%) Est. Cost $132.27 Unrealized +14.9%
DFNM DIMENSIONAL NATIONAL 0.1%
Value ($000) $9,184 (+2.0%) Shares 190,663 (+1.6%) Est. Cost $5.39 Unrealized
PEG PUBLIC SERVICE 0.0%
Value ($000) $1,085 (+20.3%) Shares 13,509 (+25.0%) Est. Cost $59.00 Unrealized +37.4%
MUSA MURPHY USA 0.0%
Value ($000) $389 (+85.4%) Shares 965 (+78.4%) Est. Cost $389.79 Unrealized -1.7%
FTCB FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $3,604 (+5.2%) Shares 169,745 (+5.6%) Est. Cost $21.10 Unrealized
BUFY FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,346 (+15.0%) Shares 60,511 (+12.4%) Est. Cost $21.23 Unrealized
PINS PINTEREST INC 0.0%
Value ($000) $1,064 (-13.8%) Shares 41,110 (+7.1%) Est. Cost $29.74 Unrealized -3.2%
BBY BEST BUY 0.0%
Value ($000) $1,158 (+17.2%) Shares 17,305 (+32.4%) Est. Cost $74.20 Unrealized +1.7%
DFGP DIMENSIONAL GLOBAL 0.2%
Value ($000) $15,189 (+1.1%) Shares 280,920 (+3.9%) Est. Cost $55.51 Unrealized
BSCU INVESCO BULLETSHARES 0.0%
Value ($000) $787 (+27.3%) Shares 46,497 (+27.2%) Est. Cost $16.62 Unrealized
DGCB DIMENSIONAL GLOBAL 0.1%
Value ($000) $9,019 (+1.9%) Shares 166,291 (+4.2%) Est. Cost $55.40 Unrealized
BGLD FIRST TRUST 0.0%
Value ($000) $707 (-19.1%) Shares 41,328 (+12.7%) Est. Cost $22.40 Unrealized
KR KROGER CO 0.0%
Value ($000) $924 (+21.9%) Shares 14,788 (+31.5%) Est. Cost $49.28 Unrealized +32.4%
JCPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,650 (+11.1%) Shares 34,232 (+12.4%) Est. Cost $48.55 Unrealized
MTG M G I C INVT CORP 0.0%
Value ($000) $568 (+39.8%) Shares 19,449 (+35.7%) Est. Cost $26.57 Unrealized +5.7%
USFR WISDOMTREE FLOATING 0.0%
Value ($000) $1,323 (+13.8%) Shares 26,297 (+13.7%) Est. Cost $50.25 Unrealized
NRP NATURAL RESOURCE 0.0%
Value ($000) $488 (+46.4%) Shares 4,678 (+47.2%) Est. Cost $104.81 Unrealized
AOR ISHARES CORE 0.0%
Value ($000) $1,646 (+10.3%) Shares 25,318 (+9.3%) Est. Cost $53.45 Unrealized
AXTA AXALTA COATING 0.0%
Value ($000) $436 (+53.9%) Shares 13,496 (+36.3%) Est. Cost $30.66 Unrealized -4.3%
ALAI ALGER AI 0.0%
Value ($000) $377 (+66.2%) Shares 10,431 (+72.6%) Est. Cost $36.91 Unrealized
BBWI BATH & BODY 0.0%
Value ($000) $427 (+53.6%) Shares 21,259 (+97.1%) Est. Cost $25.10 Unrealized -13.4%
REET ISHARES GLOBAL 0.0%
Value ($000) $447 (+49.5%) Shares 17,924 (+53.2%) Est. Cost $10.51 Unrealized
CGSD CAPITAL GROUP 0.0%
Value ($000) $551 (+36.1%) Shares 21,188 (+35.9%) Est. Cost $25.92 Unrealized
ENVX ENOVIX CORP 0.0%
Value ($000) $468 (-23.8%) Shares 64,037 (+4.0%) Est. Cost $11.39 Unrealized -14.9%
RF REGIONS FINANCIAL 0.0%
Value ($000) $847 (+20.3%) Shares 31,272 (+17.0%) Est. Cost $21.10 Unrealized +20.2%
HYZD WISDOMTREE TRUST 0.0%
Value ($000) $3,594 (+4.1%) Shares 159,503 (+3.9%) Est. Cost $19.90 Unrealized
SEIC SEI INVESTMENTS 0.0%
Value ($000) $714 (+24.9%) Shares 8,709 (+29.2%) Est. Cost $86.81 Unrealized -5.9%
KEY KEYCORP 0.0%
Value ($000) $503 (+38.9%) Shares 24,363 (+25.8%) Est. Cost $14.08 Unrealized +31.3%
HII HUNTINGTON INGALLS 0.0%
Value ($000) $441 (+46.3%) Shares 1,296 (+23.9%) Est. Cost $273.12 Unrealized +13.3%
NWG NATWEST GROUP 0.0%
Value ($000) $625 (+28.7%) Shares 35,691 (+4.1%) Est. Cost $4.80 Unrealized
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $644 (+26.2%) Shares 5,656 (+9.9%) Est. Cost $72.11 Unrealized
HLT HILTON WORLDWIDE 0.0%
Value ($000) $420 (+46.2%) Shares 1,462 (+32.1%) Est. Cost $231.14 Unrealized +17.8%
CALM CAL MAINE FOODS 0.0%
Value ($000) $3,364 (+4.1%) Shares 42,272 (+23.1%) Est. Cost $59.82 Unrealized +44.8%
BUFS FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,185 (+12.5%) Shares 51,895 (+10.7%) Est. Cost $21.67 Unrealized
EATON VANCE 0.0%
Value ($000) $1,011 (+15.0%) Shares 106,036 (+9.8%) Est. Cost $5.30 Unrealized
CPRI CAPRI HOLDINGS 0.0%
Value ($000) $532 (+31.9%) Shares 21,795 (+7.7%) Est. Cost $27.73 Unrealized -16.6%
HUT HUT 8 0.0%
Value ($000) $461 (+38.3%) Shares 10,028 (+4.8%) Est. Cost $26.26 Unrealized +67.8%
CR CRANE CO 0.0%
Value ($000) $500 (+33.2%) Shares 2,709 (+33.0%) Est. Cost $171.55 Unrealized +8.0%
CSMD CONGRESS SMID 0.0%
Value ($000) $3,875 (+3.3%) Shares 122,535 (+8.8%) Est. Cost $31.50 Unrealized
NATR NATURES SUNSHINE PRODS INC 0.0%
Value ($000) $318 (+62.9%) Shares 14,747 (+17.2%) Est. Cost $16.33 Unrealized +12.3%
JMTG J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $5,846 (+2.1%) Shares 114,484 (+2.0%) Est. Cost $50.21 Unrealized
WCN WASTE CONNECTIONS 0.0%
Value ($000) $1,389 (+9.6%) Shares 7,922 (+9.9%) Est. Cost $187.48 Unrealized -7.8%
ICVT ISHARES CONV 0.0%
Value ($000) $972 (+13.9%) Shares 9,871 (+15.7%) Est. Cost $85.56 Unrealized
SRLN SSGA ACTIVE ETF TR 0.1%
Value ($000) $8,994 (+1.3%) Shares 217,933 (+2.1%) Est. Cost $43.95 Unrealized
JNK STATE STREET 0.0%
Value ($000) $4,076 (+2.9%) Shares 41,928 (+3.8%) Est. Cost $72.02 Unrealized
BSCR INVESCO BULLETSHARES 0.1%
Value ($000) $4,649 (+2.6%) Shares 235,517 (+2.4%) Est. Cost $13.53 Unrealized
BSCV INVESCO BULLETSHARES 0.0%
Value ($000) $508 (+29.5%) Shares 30,433 (+29.4%) Est. Cost $16.41 Unrealized
NBBK NB BANCORP 0.0%
Value ($000) $943 (+13.4%) Shares 47,596 (+1.0%) Est. Cost $14.02 Unrealized +35.7%
TXT TEXTRON INC 0.0%
Value ($000) $1,082 (+11.3%) Shares 12,409 (+7.9%) Est. Cost $76.03 Unrealized +10.0%
AOK ISHARES CORE 0.0%
Value ($000) $800 (+14.9%) Shares 19,929 (+15.0%) Est. Cost $40.16 Unrealized
GLPI GAMING & LEISURE 0.0%
Value ($000) $429 (+32.0%) Shares 9,593 (+37.7%) Est. Cost $46.72 Unrealized
IRT INDEPENDENCE REALTY 0.0%
Value ($000) $408 (+33.0%) Shares 23,336 (+24.7%) Est. Cost $21.11 Unrealized
SLQD ISHARES 0.0%
Value ($000) $1,108 (+9.6%) Shares 21,862 (+9.9%) Est. Cost $39.77 Unrealized
GVI ISHARES INTERMEDIATE 0.0%
Value ($000) $1,011 (+10.3%) Shares 9,422 (+10.4%) Est. Cost $106.09 Unrealized
GGB GERDAU S A 0.0%
Value ($000) $385 (+32.2%) Shares 104,415 (+11.0%) Est. Cost $3.00 Unrealized
DFGR DIMENSIONAL GLOBAL 0.0%
Value ($000) $1,100 (+9.3%) Shares 41,642 (+13.0%) Est. Cost $25.72 Unrealized
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $595 (+18.5%) Shares 18,412 (+29.6%) Est. Cost $34.88 Unrealized -5.8%
XNTK STATE STREET 0.0%
Value ($000) $321 (+40.4%) Shares 1,156 (+37.6%) Est. Cost $273.77 Unrealized
NLR VANECK URANIUM 0.0%
Value ($000) $523 (+21.1%) Shares 4,214 (+32.2%) Est. Cost $118.09 Unrealized
ZTO ZTO EXPRESS 0.0%
Value ($000) $736 (+13.6%) Shares 35,220 (+4.4%) Est. Cost $19.44 Unrealized
APLU ALLSPRING EXCHANGE TRADED FU 0.0%
Value ($000) $1,727 (+5.3%) Shares 69,167 (+6.2%) Est. Cost $24.91 Unrealized
PPLT ABRDN PHYSICAL 0.0%
Value ($000) $320 (+37.2%) Shares 1,718 (+5.1%) Est. Cost $145.01 Unrealized
TW TRADEWEB MARKETS 0.0%
Value ($000) $529 (+19.6%) Shares 4,916 (+23.5%) Est. Cost $82.86 Unrealized +29.6%
VIS VANGUARD INDUSTRIALS 0.0%
Value ($000) $3,615 (+2.4%) Shares 12,114 (+1.7%) Est. Cost $221.83 Unrealized
TILT FLEXSHARES MORNINGSTAR 0.0%
Value ($000) $1,714 (+5.2%) Shares 6,891 (+2.5%) Est. Cost $138.64 Unrealized
CORP PIMCO INVESTMENT 0.0%
Value ($000) $3,592 (+2.3%) Shares 36,706 (+3.2%) Est. Cost $89.26 Unrealized
BRTR BLACKROCK ETF TRUST II 0.0%
Value ($000) $3,262 (+2.6%) Shares 64,237 (+3.0%) Est. Cost $50.37 Unrealized
KBWB INVESCO KBW 0.0%
Value ($000) $489 (+19.8%) Shares 5,801 (+11.2%) Est. Cost $49.01 Unrealized
CALF PACER U S 0.0%
Value ($000) $1,687 (+5.0%) Shares 38,020 (+3.6%) Est. Cost $42.50 Unrealized
VTIP VANGUARD SHORT 0.1%
Value ($000) $8,996 (-0.9%) Shares 181,890 (+1.5%) Est. Cost $49.69 Unrealized
OKLO OKLO INC 0.0%
Value ($000) $246 (-24.2%) Shares 3,429 (+18.0%) Est. Cost $49.67 Unrealized +124.5%
TLTD FLEXSHARES MORNINGSTAR 0.0%
Value ($000) $789 (+10.9%) Shares 8,503 (+6.1%) Est. Cost $69.33 Unrealized
ARTY ISHARES FUTURE 0.0%
Value ($000) $379 (+25.3%) Shares 7,863 (+19.0%) Est. Cost $43.05 Unrealized
GEM GOLDMAN SACHS 0.0%
Value ($000) $719 (+11.9%) Shares 17,284 (+9.5%) Est. Cost $19.90 Unrealized
NWL NEWELL BRANDS 0.0%
Value ($000) $127 (+133.8%) Shares 34,194 (+229.3%) Est. Cost $4.32 Unrealized -7.8%
ISPY PROSHARES S&P 0.0%
Value ($000) $2,402 (+3.1%) Shares 52,644 (+1.9%) Est. Cost $43.52 Unrealized
WSBK WINCHESTER BANCORP 0.0%
Value ($000) $596 (+13.4%) Shares 57,000 (+3.6%) Est. Cost $9.22 Unrealized +5.7%
CHRD CHORD ENERGY 0.0%
Value ($000) $3,707 (-1.9%) Shares 39,984 (+5.2%) Est. Cost $104.11 Unrealized -11.7%
JHMD JOHN HANCOCK 0.0%
Value ($000) $1,328 (+5.5%) Shares 31,979 (+1.6%) Est. Cost $31.81 Unrealized
QDPL PACER METAURUS 0.0%
Value ($000) $2,296 (+2.9%) Shares 54,044 (+1.5%) Est. Cost $33.95 Unrealized
CNH CNH INDUSTRIAL 0.0%
Value ($000) $277 (+30.6%) Shares 30,075 (+53.7%) Est. Cost $10.94 Unrealized -8.7%
SSL SASOL LTD 0.0%
Value ($000) $456 (+16.6%) Shares 69,993 (+11.4%) Est. Cost $4.69 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $562 (-10.2%) Shares 78,445 (+33.8%) Est. Cost $9.65 Unrealized -18.2%
EC ECOPETROL S A 0.0%
Value ($000) $359 (+21.5%) Shares 35,836 (+11.6%) Est. Cost $8.97 Unrealized
DUSA DAVIS FUNDAMENTAL ETF TR 0.0%
Value ($000) $550 (+13.0%) Shares 10,764 (+5.8%) Est. Cost $43.01 Unrealized
IXJ ISHARES GLOBAL 0.0%
Value ($000) $572 (+11.8%) Shares 5,871 (+1.7%) Est. Cost $74.10 Unrealized
IGIB ISHARES 5-10 YEAR 0.0%
Value ($000) $622 (+10.7%) Shares 11,546 (+11.1%) Est. Cost $51.31 Unrealized
WESTERN ASSET 0.0%
Value ($000) $699 (+9.4%) Shares 50,596 (+16.5%) Est. Cost $14.40 Unrealized
PHEQ MORGAN STANLEY 0.0%
Value ($000) $1,915 (+3.2%) Shares 58,784 (+1.4%) Est. Cost $31.78 Unrealized
SHG SHINHAN FINANCIAL 0.0%
Value ($000) $412 (+16.6%) Shares 7,675 (+9.5%) Est. Cost $46.00 Unrealized
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.0%
Value ($000) $475 (+13.5%) Shares 11,154 (+1.7%) Est. Cost $28.22 Unrealized
VICI VICI PPTYS INC 0.0%
Value ($000) $1,139 (+5.0%) Shares 40,509 (+21.8%) Est. Cost $28.24 Unrealized +3.8%
CGSM CAPITAL GROUP 0.0%
Value ($000) $395 (+15.9%) Shares 14,985 (+16.0%) Est. Cost $26.36 Unrealized
GGUS GOLDMAN SACHS 0.0%
Value ($000) $584 (+9.7%) Shares 9,181 (+9.1%) Est. Cost $61.18 Unrealized
KB KB FINANCIAL 0.0%
Value ($000) $399 (+14.3%) Shares 4,642 (+10.1%) Est. Cost $82.91 Unrealized
BSJS INVESCO BULLETSHARES 0.0%
Value ($000) $781 (+6.7%) Shares 35,516 (+7.1%) Est. Cost $21.72 Unrealized
GIS GENERAL MILLS 0.0%
Value ($000) $1,231 (+4.0%) Shares 26,483 (+12.7%) Est. Cost $61.82 Unrealized -23.2%
CGCP CAPITAL GROUP 0.0%
Value ($000) $555 (+9.0%) Shares 24,498 (+9.4%) Est. Cost $22.49 Unrealized
CHTR CHARTER COMMUNICATIONS 0.0%
Value ($000) $347 (-11.5%) Shares 1,664 (+16.7%) Est. Cost $345.88 Unrealized -35.0%
IBMP ISHARES IBONDS 0.1%
Value ($000) $5,177 (+0.9%) Shares 203,890 (+1.2%) Est. Cost $25.23 Unrealized
ILCB ISHARES MORNINGSTAR 0.0%
Value ($000) $291 (+16.9%) Shares 3,088 (+14.5%) Est. Cost $79.43 Unrealized
FELV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $294 (+16.1%) Shares 8,484 (+12.3%) Est. Cost $30.96 Unrealized
HRB BLOCK H&R 0.0%
Value ($000) $697 (-5.5%) Shares 15,983 (+9.7%) Est. Cost $51.52 Unrealized -9.9%
FSP FRANKLIN STREET 0.0%
Value ($000) $114 (-26.0%) Shares 120,244 (+25.2%) Est. Cost $2.85 Unrealized
SUSC ISHARES ESG 0.0%
Value ($000) $837 (+5.0%) Shares 35,795 (+5.8%) Est. Cost $22.88 Unrealized
ITUB ITAU UNIBANCO 0.0%
Value ($000) $382 (+11.5%) Shares 53,299 (+14.3%) Est. Cost $6.86 Unrealized
BRSL BRIGHTSTAR LOTTERY 0.0%
Value ($000) $217 (+21.9%) Shares 14,048 (+35.8%) Est. Cost $15.57 Unrealized +3.9%
NOK NOKIA CORP 0.0%
Value ($000) $106 (+58.0%) Shares 16,437 (+17.5%) Est. Cost $4.80 Unrealized
MSM MSC INDL 0.0%
Value ($000) $451 (+9.3%) Shares 5,358 (+19.8%) Est. Cost $81.03 Unrealized +7.0%
CFA VICTORYSHARES US 0.0%
Value ($000) $1,747 (+2.2%) Shares 19,193 (+2.2%) Est. Cost $67.64 Unrealized
IAI ISHARES U S 0.0%
Value ($000) $813 (+4.7%) Shares 4,531 (+3.2%) Est. Cost $169.95 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $1,024 (+3.6%) Shares 13,890 (+15.7%) Est. Cost $70.32 Unrealized +7.4%
VFVA VANGUARD US 0.0%
Value ($000) $288 (+13.9%) Shares 2,167 (+9.4%) Est. Cost $128.00 Unrealized
BRBR BELLRING BRANDS 0.0%
Value ($000) $262 (+15.3%) Shares 9,808 (+56.8%) Est. Cost $50.58 Unrealized -38.6%
XAI OCTAGON 0.0%
Value ($000) $240 (+16.9%) Shares 50,069 (+29.1%) Est. Cost $6.19 Unrealized
FEOE FIRST EAGLE 0.0%
Value ($000) $496 (+7.2%) Shares 10,263 (+2.3%) Est. Cost $46.17 Unrealized
BBD BANCO BRADESCO 0.0%
Value ($000) $432 (+8.3%) Shares 129,728 (+9.9%) Est. Cost $3.18 Unrealized
GSSC GOLDMAN SACHS 0.0%
Value ($000) $351 (+10.0%) Shares 4,645 (+8.9%) Est. Cost $62.48 Unrealized
AFLG FIRST TRUST 0.0%
Value ($000) $1,212 (+2.7%) Shares 31,006 (+1.9%) Est. Cost $36.42 Unrealized
IXG ISHARES TR 0.0%
Value ($000) $479 (+6.8%) Shares 3,968 (+3.1%) Est. Cost $103.15 Unrealized
FLMI FRANKLIN DYNAMIC 0.0%
Value ($000) $568 (+5.5%) Shares 22,851 (+5.1%) Est. Cost $24.46 Unrealized
FRO FRONTLINE PLC 0.0%
Value ($000) $397 (+7.6%) Shares 18,206 (+12.4%) Est. Cost $17.65 Unrealized +32.4%
ALC ALCON INC 0.0%
Value ($000) $399 (+7.3%) Shares 5,066 (+1.4%) Est. Cost $78.47 Unrealized -1.9%
LEN LENNAR CORP 0.0%
Value ($000) $3,691 (+0.7%) Shares 35,908 (+23.5%) Est. Cost $123.11 Unrealized -2.0%
TSPY ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $1,494 (+1.8%) Shares 58,598 (+2.2%) Est. Cost $23.85 Unrealized
TMQ TRILOGY METALS 0.0%
Value ($000) $45 (+115.5%) Shares 10,500 (+5.0%) Est. Cost $1.56 Unrealized +201.0%
KMX CARMAX INC 0.0%
Value ($000) $486 (-4.7%) Shares 12,567 (+10.6%) Est. Cost $64.63 Unrealized -38.1%
NI NISOURCE INC 0.0%
Value ($000) $298 (+8.8%) Shares 7,133 (+12.8%) Est. Cost $25.33 Unrealized +68.3%
VAW VANGUARD MATERIALS 0.0%
Value ($000) $467 (+5.0%) Shares 2,251 (+3.7%) Est. Cost $180.38 Unrealized
KKR KKR & CO 0.0%
Value ($000) $371 (+6.2%) Shares 2,914 (+8.3%) Est. Cost $105.91 Unrealized +17.4%
AUB ATLANTIC UNION 0.0%
Value ($000) $291 (+7.9%) Shares 8,238 (+7.9%) Est. Cost $31.96 Unrealized +6.0%
AVEM AVANTIS EMERGING 0.0%
Value ($000) $287 (+7.8%) Shares 3,723 (+5.2%) Est. Cost $75.21 Unrealized
CVE CENOVUS ENERGY 0.0%
Value ($000) $379 (+5.8%) Shares 22,425 (+6.2%) Est. Cost $13.25 Unrealized +31.0%
HAYW HAYWARD HOLDINGS 0.0%
Value ($000) $215 (+10.4%) Shares 13,903 (+8.0%) Est. Cost $13.28 Unrealized +19.0%
ERIC ERICSSON TELEPHONE 0.0%
Value ($000) $120 (+18.9%) Shares 12,448 (+1.9%) Est. Cost $6.59 Unrealized
PIN INVESCO INDIA 0.0%
Value ($000) $1,455 (+1.3%) Shares 59,863 (+4.4%) Est. Cost $20.49 Unrealized
BSJR INVESCO BULLETSHARES 0.0%
Value ($000) $1,213 (+1.4%) Shares 53,642 (+2.0%) Est. Cost $22.17 Unrealized
HRL HORMEL FOODS 0.0%
Value ($000) $427 (+4.2%) Shares 18,012 (+8.7%) Est. Cost $29.35 Unrealized -20.6%
PAAA PGIM AAA 0.0%
Value ($000) $220 (+8.3%) Shares 4,284 (+8.8%) Est. Cost $51.14 Unrealized
EDOW FIRST TRUST 0.0%
Value ($000) $221 (+8.1%) Shares 5,347 (+4.6%) Est. Cost $40.00 Unrealized
VERU VERU INC 0.0%
Value ($000) $24 (-38.7%) Shares 11,275 (+8.8%) Est. Cost $4.21 Unrealized -29.3%
HPE HEWLETT PACKARD 0.0%
Value ($000) $1,288 (-1.1%) Shares 53,607 (+1.1%) Est. Cost $15.84 Unrealized +48.0%
SDG ISHARES MSCI 0.0%
Value ($000) $265 (+4.6%) Shares 3,147 (+3.4%) Est. Cost $37.18 Unrealized
THNQ EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $221 (+5.4%) Shares 3,477 (+6.3%) Est. Cost $64.01 Unrealized
IVR INVESCO MORTGAGE CAPITAL INC 0.0%
Value ($000) $90 (+13.9%) Shares 10,657 (+2.4%) Est. Cost $7.84 Unrealized
HEGD SWAN HEDGED 0.0%
Value ($000) $365 (+3.0%) Shares 14,490 (+1.8%) Est. Cost $22.59 Unrealized
FLJP FRANKLIN FTSE 0.0%
Value ($000) $1,118 (+0.9%) Shares 32,454 (+1.2%) Est. Cost $34.56 Unrealized
ABEV AMBEV S A 0.0%
Value ($000) $40 (+31.0%) Shares 16,214 (+18.3%) Est. Cost $2.33 Unrealized
DV DOUBLEVERIFY HOLDINGS 0.0%
Value ($000) $147 (+6.4%) Shares 12,819 (+11.4%) Est. Cost $14.44 Unrealized -23.6%
FNDC SCHWAB FUNDAMENTAL 0.0%
Value ($000) $350 (+2.4%) Shares 7,855 (+2.3%) Est. Cost $28.72 Unrealized
BALI ISHARES U S 0.0%
Value ($000) $756 (+1.0%) Shares 23,849 (+1.2%) Est. Cost $29.61 Unrealized
TGRT T ROWE 0.0%
Value ($000) $219 (+3.1%) Shares 4,943 (+1.7%) Est. Cost $43.65 Unrealized
RWJ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $291 (+2.3%) Shares 5,981 (+1.4%) Est. Cost $48.31 Unrealized
HALO HALOZYME THERAPEUTICS 0.0%
Value ($000) $240 (-2.0%) Shares 3,563 (+6.8%) Est. Cost $66.48 Unrealized +1.2%
LQDB ISHARES BBB 0.0%
Value ($000) $656 (+0.7%) Shares 7,525 (+1.7%) Est. Cost $86.49 Unrealized
ITWO PROSHARES RUSSELL 0.0%
Value ($000) $253 (+1.7%) Shares 6,385 (+1.0%) Est. Cost $39.44 Unrealized
IBHF ISHARES IBONDS 0.1%
Value ($000) $7,537 (+0.1%) Shares 326,572 (+1.4%) Est. Cost $22.39 Unrealized
BSCW INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $355 (+1.2%) Shares 17,014 (+1.2%) Est. Cost $20.51 Unrealized
OBDC BLUE OWL 0.0%
Value ($000) $198 (+1.9%) Shares 15,965 (+4.6%) Est. Cost $12.64 Unrealized -2.3%
SPLB STATE STREET 0.0%
Value ($000) $1,241 (+0.1%) Shares 54,969 (+2.5%) Est. Cost $23.11 Unrealized
UUP INVESCO DB US DLR INDEX TR 0.0%
Value ($000) $297 (+0.4%) Shares 11,005 (+2.1%) Est. Cost $19.23 Unrealized
DFGX DIMENSIONAL GLOBAL 0.0%
Value ($000) $466 (-0.2%) Shares 8,861 (+2.3%) Est. Cost $53.93 Unrealized
HMC HONDA MOTOR 0.0%
Value ($000) $455 (+0.2%) Shares 15,429 (+4.7%) Est. Cost $16.30 Unrealized
VSDA VICTORY PORTFOLIOS II 0.0%
Value ($000) $531 (-0.0%) Shares 10,056 (+1.3%) Est. Cost $46.38 Unrealized

Exited Positions (494)

USD PROSHARES TR 0.4%
Value ($000) $29,777 Shares 300,718 Est. Cost $32.58 Unrealized
ISHARES IBONDS 0.3%
Value ($000) $26,051 Shares 1,114,964 Est. Cost $17.25 Unrealized
JSCP J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $12,974 Shares 272,513 Est. Cost $47.61 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $10,897 Shares 234,806 Est. Cost $46.13 Unrealized
FEGE FIRST EAGLE 0.1%
Value ($000) $8,401 Shares 189,936 Est. Cost $44.23 Unrealized
ISHARES IBONDS 0.1%
Value ($000) $8,235 Shares 307,402 Est. Cost $15.78 Unrealized
FSIG FIRST TRUST 0.1%
Value ($000) $7,950 Shares 413,863 Est. Cost $18.09 Unrealized
DIVI FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $7,252 Shares 194,382 Est. Cost $37.31 Unrealized
IETC ISHARES U S ETF TR 0.1%
Value ($000) $7,054 Shares 69,201 Est. Cost $74.94 Unrealized
ISHARES IBONDS 0.1%
Value ($000) $6,170 Shares 244,925 Est. Cost $22.62 Unrealized
BSJP INVESCO BULLETSHARES 0.1%
Value ($000) $6,162 Shares 267,232 Est. Cost $23.06 Unrealized
XPND FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $5,612 Shares 154,647 Est. Cost $28.93 Unrealized
FAS DIREXION SHS ETF TR 0.1%
Value ($000) $5,206 Shares 29,263 Est. Cost $157.86 Unrealized
INVESCO BULLETSHARES 0.1%
Value ($000) $4,655 Shares 225,007 Est. Cost $20.34 Unrealized
EQWL INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $4,571 Shares 39,856 Est. Cost $114.68 Unrealized
INVESCO BULLETSHARES 0.1%
Value ($000) $4,558 Shares 185,867 Est. Cost $18.86 Unrealized
TAFI AB ACTIVE ETFS INC 0.1%
Value ($000) $4,514 Shares 178,153 Est. Cost $25.34 Unrealized
FTRB FEDERATED HERMES ETF TRUST 0.1%
Value ($000) $4,301 Shares 169,396 Est. Cost $24.94 Unrealized
STVN STEVANATO GROUP 0.0%
Value ($000) $4,155 Shares 161,353 Est. Cost $24.68 Unrealized -5.9%
ALLETE INC 0.0%
Value ($000) $4,062 Shares 61,181 Est. Cost $62.40 Unrealized
OZK BANK OZK 0.0%
Value ($000) $3,817 Shares 74,867 Est. Cost $43.45 Unrealized +6.5%
DNOW DNOW INC 0.0%
Value ($000) $3,712 Shares 243,432 Est. Cost $13.68 Unrealized +2.6%
FTGC FIRST TRUST 0.0%
Value ($000) $3,319 Shares 128,155 Est. Cost $23.39 Unrealized
TBUX T ROWE PRICE ETF INC 0.0%
Value ($000) $3,264 Shares 65,492 Est. Cost $49.75 Unrealized
CAIE CALAMOS ETF TR 0.0%
Value ($000) $3,083 Shares 112,214 Est. Cost $27.47 Unrealized
HYTR COUNTERPOINT HIGH 0.0%
Value ($000) $2,915 Shares 133,119 Est. Cost $21.88 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $2,877 Shares 90,369 Est. Cost $29.12 Unrealized
XEL XCEL ENERGY 0.0%
Value ($000) $2,832 Shares 35,115 Est. Cost $62.14 Unrealized +26.0%
AADR ADVISORSHARES TR 0.0%
Value ($000) $2,794 Shares 32,205 Est. Cost $83.89 Unrealized
SIHY HSBC SCIENTIFIC 0.0%
Value ($000) $2,750 Shares 59,315 Est. Cost $44.79 Unrealized
KWEB KRANESHARES CSI 0.0%
Value ($000) $2,561 Shares 60,950 Est. Cost $30.98 Unrealized
CALI BLACKROCK ETF TRUST II 0.0%
Value ($000) $2,299 Shares 45,370 Est. Cost $50.53 Unrealized
DFCA DIMENSIONAL ETF TRUST 0.0%
Value ($000) $2,277 Shares 45,706 Est. Cost $49.83 Unrealized
KBE SPDR S&P 0.0%
Value ($000) $2,238 Shares 37,666 Est. Cost $53.21 Unrealized
EVLV EVOLV TECHNOLOGIES HLDNGS IN 0.0%
Value ($000) $2,221 Shares 294,110 Est. Cost $4.72 Unrealized +50.6%
MFSB MFS ACTIVE EXCHANGE TRADED F 0.0%
Value ($000) $2,176 Shares 86,262 Est. Cost $25.23 Unrealized
SOXL DIREXION SHS ETF TR 0.0%
Value ($000) $2,174 Shares 62,405 Est. Cost $25.44 Unrealized
O REALTY INCOME 0.0%
Value ($000) $2,062 Shares 33,928 Est. Cost $53.81 Unrealized +6.6%
BINV 2023 ETF SERIES TRUST 0.0%
Value ($000) $2,062 Shares 53,681 Est. Cost $34.21 Unrealized
DASH DOORDASH INC 0.0%
Value ($000) $1,976 Shares 7,267 Est. Cost $206.89 Unrealized +13.4%
FXU FIRST TRUST 0.0%
Value ($000) $1,940 Shares 42,682 Est. Cost $34.07 Unrealized
TIC ACUREN CORP 0.0%
Value ($000) $1,936 Shares 145,424 Est. Cost $11.40 Unrealized -2.4%
TGEN TECOGEN INC NEW 0.0%
Value ($000) $1,907 Shares 216,465 Est. Cost $4.73 Unrealized +58.6%
MDLZ MONDELEZ INTERNATIONAL 0.0%
Value ($000) $1,884 Shares 30,159 Est. Cost $60.57 Unrealized -5.8%
VEEV VEEVA SYSTEMS 0.0%
Value ($000) $1,869 Shares 6,273 Est. Cost $241.70 Unrealized +9.8%
CL COLGATE-PALMOLIVE 0.0%
Value ($000) $1,828 Shares 22,869 Est. Cost $87.63 Unrealized -10.6%
SPAB SPDR AGGREGATE 0.0%
Value ($000) $1,769 Shares 68,418 Est. Cost $25.28 Unrealized
SIRI SIRIUS XM 0.0%
Value ($000) $1,761 Shares 75,663 Est. Cost $25.20 Unrealized -14.7%
PEJ INVESCO LEISURE 0.0%
Value ($000) $1,758 Shares 29,021 Est. Cost $0.04 Unrealized
MPWR MONOLITHIC POWER 0.0%
Value ($000) $1,754 Shares 1,905 Est. Cost $562.25 Unrealized +70.9%
XOP SPDR SERIES 0.0%
Value ($000) $1,678 Shares 12,694 Est. Cost $37.04 Unrealized
SCHM SCHWAB US 0.0%
Value ($000) $1,667 Shares 56,237 Est. Cost $30.23 Unrealized
DON WISDOMTREE U S 0.0%
Value ($000) $1,622 Shares 31,020 Est. Cost $45.99 Unrealized
ALLY ALLY FINANCIAL 0.0%
Value ($000) $1,482 Shares 37,814 Est. Cost $26.62 Unrealized +53.3%
DBC INVESCO DB 0.0%
Value ($000) $1,469 Shares 65,215 Est. Cost $18.29 Unrealized
TRP TC ENERGY 0.0%
Value ($000) $1,468 Shares 26,986 Est. Cost $35.07 Unrealized +52.1%
VST VISTRA CORP 0.0%
Value ($000) $1,444 Shares 7,372 Est. Cost $95.12 Unrealized +91.3%
CME CME GROUP 0.0%
Value ($000) $1,436 Shares 5,316 Est. Cost $225.52 Unrealized +20.1%
JMHI JPMORGAN HIGH 0.0%
Value ($000) $1,381 Shares 27,343 Est. Cost $50.49 Unrealized
CLSE TRUST FOR PROFESSIONAL MANAG 0.0%
Value ($000) $1,322 Shares 50,774 Est. Cost $22.91 Unrealized
SEIX VIRTUS ETF TR II 0.0%
Value ($000) $1,311 Shares 55,591 Est. Cost $23.87 Unrealized
CM CANADIAN IMPERIAL 0.0%
Value ($000) $1,286 Shares 16,100 Est. Cost $41.63 Unrealized +106.1%
TEL TE CONNECTIVITY 0.0%
Value ($000) $1,241 Shares 5,652 Est. Cost $147.58 Unrealized +56.7%
FEIM FREQUENCY ELECTRS INC 0.0%
Value ($000) $1,240 Shares 36,568 Est. Cost $27.78 Unrealized +32.4%
GWRE GUIDEWIRE SOFTWARE 0.0%
Value ($000) $1,213 Shares 5,278 Est. Cost $214.86 Unrealized +2.9%
HEI/A HEICO CORP NEW CL A 0.0%
Value ($000) $1,205 Shares 4,742 Est. Cost $135.95 Unrealized +81.7%
HYS PIMCO 0-5 0.0%
Value ($000) $1,202 Shares 12,562 Est. Cost $90.62 Unrealized
OIH VANECK OIL 0.0%
Value ($000) $1,191 Shares 4,583 Est. Cost $0.28 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $1,183 Shares 1,561 Est. Cost $479.14 Unrealized +70.7%
RMD RESMED INC 0.0%
Value ($000) $1,182 Shares 4,318 Est. Cost $228.95 Unrealized +11.6%
BIDU BAIDU INC 0.0%
Value ($000) $1,151 Shares 8,736 Est. Cost $108.85 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $1,149 Shares 23,430 Est. Cost $40.14 Unrealized +4.7%
EWS ISHARES MSCI 0.0%
Value ($000) $1,143 Shares 40,317 Est. Cost $28.34 Unrealized
PSFF PACER FDS TR 0.0%
Value ($000) $1,122 Shares 35,509 Est. Cost $29.22 Unrealized
SHW SHERWIN WILLIAMS 0.0%
Value ($000) $1,108 Shares 3,200 Est. Cost $300.20 Unrealized +11.3%
JMOM J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,093 Shares 16,093 Est. Cost $58.33 Unrealized
OKTA OKTA INC 0.0%
Value ($000) $1,082 Shares 11,801 Est. Cost $98.87 Unrealized -11.7%
WING WINGSTOP INC 0.0%
Value ($000) $1,079 Shares 4,288 Est. Cost $280.84 Unrealized -11.8%
VCRM VANGUARD MUN BD FDS 0.0%
Value ($000) $1,072 Shares 14,249 Est. Cost $75.25 Unrealized
BXSL BLACKSTONE SECURED 0.0%
Value ($000) $1,068 Shares 40,966 Est. Cost $19.47 Unrealized +34.0%
BRO BROWN & BROWN 0.0%
Value ($000) $1,056 Shares 11,256 Est. Cost $73.45 Unrealized +13.5%
ISHARES IBONDS 0.0%
Value ($000) $1,039 Shares 44,765 Est. Cost $18.29 Unrealized
HSY HERSHEY COMPANY 0.0%
Value ($000) $1,032 Shares 5,520 Est. Cost $201.90 Unrealized -9.8%
CP CANADIAN PACIFIC 0.0%
Value ($000) $1,030 Shares 13,824 Est. Cost $77.33 Unrealized -4.8%
PSI INVESCO SEMICONDUCTORS 0.0%
Value ($000) $1,023 Shares 14,547 Est. Cost $28.42 Unrealized
SCCO SOUTHERN COPPER 0.0%
Value ($000) $992 Shares 8,175 Est. Cost $69.79 Unrealized +90.2%
AVUS AMERICAN CENTY ETF TR 0.0%
Value ($000) $976 Shares 8,976 Est. Cost $95.74 Unrealized
SPHD INVESCO S&P 0.0%
Value ($000) $957 Shares 19,355 Est. Cost $20.64 Unrealized
WRB BERKLEY W R 0.0%
Value ($000) $957 Shares 12,487 Est. Cost $49.75 Unrealized +46.2%
PIMCO DYNAMIC 0.0%
Value ($000) $954 Shares 48,168 Est. Cost $19.82 Unrealized
AWK AMERICAN WATER 0.0%
Value ($000) $950 Shares 6,829 Est. Cost $138.28 Unrealized -3.7%
APD AIR PRODUCTS 0.0%
Value ($000) $943 Shares 3,458 Est. Cost $226.00 Unrealized +11.3%
ARE ALEXANDRIA REAL 0.0%
Value ($000) $938 Shares 11,253 Est. Cost $81.26 Unrealized -28.6%
TOTALENERGIES SE 0.0%
Value ($000) $930 Shares 15,587 Est. Cost $51.33 Unrealized
ISTB ISHARES CORE 0.0%
Value ($000) $915 Shares 18,735 Est. Cost $47.28 Unrealized
TRI THOMSON REUTERS 0.0%
Value ($000) $906 Shares 5,835 Est. Cost $123.17 Unrealized +14.6%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $904 Shares 9,590 Est. Cost $75.96 Unrealized
PKG PACKAGING CORP 0.0%
Value ($000) $900 Shares 4,130 Est. Cost $198.84 Unrealized +1.8%
GGG GRACO INC 0.0%
Value ($000) $889 Shares 10,464 Est. Cost $77.96 Unrealized +5.1%
BKR BAKER HUGHES 0.0%
Value ($000) $888 Shares 18,237 Est. Cost $31.42 Unrealized +50.7%
FWONA LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $888 Shares 9,322 Est. Cost $72.63 Unrealized
UNILEVER PLC 0.0%
Value ($000) $872 Shares 14,714 Est. Cost $52.33 Unrealized
PIMCO CALIFORNIA MUNI 0.0%
Value ($000) $872 Shares 100,010 Est. Cost $8.96 Unrealized
SNA SNAP ON 0.0%
Value ($000) $867 Shares 2,501 Est. Cost $291.30 Unrealized +16.9%
HLI HOULIHAN LOKEY 0.0%
Value ($000) $866 Shares 4,220 Est. Cost $108.72 Unrealized +68.4%
MAS MASCO CORP 0.0%
Value ($000) $855 Shares 12,153 Est. Cost $68.83 Unrealized -5.9%
PKW INVESCO BUYBACK 0.0%
Value ($000) $851 Shares 6,425 Est. Cost $109.22 Unrealized
MAGS LISTED FDS TR 0.0%
Value ($000) $845 Shares 13,028 Est. Cost $55.47 Unrealized
ON ON SEMICONDUCTOR 0.0%
Value ($000) $838 Shares 16,994 Est. Cost $52.63 Unrealized -2.5%
MOH MOLINA HEALTHCARE 0.0%
Value ($000) $836 Shares 4,367 Est. Cost $257.30 Unrealized -36.1%
TOST TOAST INC 0.0%
Value ($000) $835 Shares 22,875 Est. Cost $42.28 Unrealized -14.7%
DSTL ETF SER SOLUTIONS 0.0%
Value ($000) $833 Shares 14,374 Est. Cost $53.97 Unrealized
DGRW WISDOMTREE US 0.0%
Value ($000) $822 Shares 9,243 Est. Cost $77.16 Unrealized
RYN RAYONIER INC 0.0%
Value ($000) $798 Shares 30,068 Est. Cost $26.16 Unrealized
TGTX TG THERAPEUTICS 0.0%
Value ($000) $793 Shares 21,960 Est. Cost $34.17 Unrealized -4.4%
DES WISDOMTREE U S 0.0%
Value ($000) $792 Shares 23,515 Est. Cost $33.68 Unrealized
VRSK VERISK ANALYTICS 0.0%
Value ($000) $791 Shares 3,144 Est. Cost $225.32 Unrealized -0.0%
LITE LUMENTUM HOLDINGS 0.0%
Value ($000) $773 Shares 4,751 Est. Cost $124.70 Unrealized +106.0%
QRVO QORVO INC 0.0%
Value ($000) $770 Shares 8,459 Est. Cost $89.04 Unrealized -0.9%
BMNR BITMINE IMMERSION 0.0%
Value ($000) $766 Shares 14,754 Est. Cost $50.65 Unrealized -20.0%
FOA FINANCE OF AMERICA COMPAN 0.0%
Value ($000) $764 Shares 34,055 Est. Cost $20.13 Unrealized +13.1%
AMPG AMPLITECH GROUP INC 0.0%
Value ($000) $752 Shares 193,200 Est. Cost $3.28 Unrealized +3.1%
ICSH ISHARES ULTRA 0.0%
Value ($000) $744 Shares 14,667 Est. Cost $50.43 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $737 Shares 10,197 Est. Cost $104.40 Unrealized -33.9%
TSCO TRACTOR SUPPLY 0.0%
Value ($000) $732 Shares 12,873 Est. Cost $53.03 Unrealized +1.3%
AGO ASSURED GUARANTY 0.0%
Value ($000) $728 Shares 8,599 Est. Cost $84.80 Unrealized +1.7%
QYLD GLOBAL X 0.0%
Value ($000) $721 Shares 42,368 Est. Cost $15.68 Unrealized
RCAT RED CAT HLDGS INC 0.0%
Value ($000) $719 Shares 69,488 Est. Cost $6.86 Unrealized +39.6%
BIPC BROOKFIELD INFRASTRUCTUR 0.0%
Value ($000) $710 Shares 17,260 Est. Cost $40.13 Unrealized +12.2%
SSNC SS&C TECHNOLOGIES 0.0%
Value ($000) $708 Shares 7,975 Est. Cost $62.56 Unrealized +36.3%
OVV OVINTIV INC 0.0%
Value ($000) $701 Shares 17,367 Est. Cost $41.27 Unrealized -6.1%
GLXY GALAXY DIGITAL INC. 0.0%
Value ($000) $689 Shares 20,383 Est. Cost $26.97 Unrealized +14.9%
ARW ARROW ELECTRONICS 0.0%
Value ($000) $682 Shares 5,640 Est. Cost $116.92 Unrealized -2.9%
SMR NUSCALE POWER 0.0%
Value ($000) $680 Shares 18,897 Est. Cost $30.18 Unrealized -5.2%
ETHE GRAYSCALE ETHEREUM 0.0%
Value ($000) $678 Shares 19,794 Est. Cost $22.89 Unrealized
BITO PROSHARES TR 0.0%
Value ($000) $676 Shares 34,363 Est. Cost $19.68 Unrealized
VSDM VANGUARD MUN BD FDS 0.0%
Value ($000) $665 Shares 8,665 Est. Cost $76.70 Unrealized
DAUG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $663 Shares 15,195 Est. Cost $43.63 Unrealized
AHR AMERICAN HEALTHCARE 0.0%
Value ($000) $661 Shares 15,740 Est. Cost $32.80 Unrealized
SMCI SUPER MICRO 0.0%
Value ($000) $656 Shares 13,692 Est. Cost $47.75 Unrealized -13.8%
FLNG FLEX LNG 0.0%
Value ($000) $655 Shares 26,007 Est. Cost $22.68 Unrealized +10.3%
FLTR VANECK IG 0.0%
Value ($000) $654 Shares 25,591 Est. Cost $0.52 Unrealized
HEZU ISHARES CURRENCY 0.0%
Value ($000) $627 Shares 14,865 Est. Cost $37.35 Unrealized
EMBJ EMBRAER S.A. 0.0%
Value ($000) $626 Shares 10,358 Est. Cost $56.91 Unrealized
TECK TECK RESOURCES 0.0%
Value ($000) $624 Shares 14,227 Est. Cost $40.57 Unrealized +6.8%
EFX EQUIFAX INC 0.0%
Value ($000) $624 Shares 2,434 Est. Cost $219.63 Unrealized -0.4%
KELLANOVA 0.0%
Value ($000) $623 Shares 7,600 Est. Cost $61.58 Unrealized +34.2%
IUS INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $612 Shares 11,092 Est. Cost $47.58 Unrealized
IMO IMPERIAL OIL 0.0%
Value ($000) $612 Shares 6,745 Est. Cost $47.93 Unrealized +89.2%
BLACKROCK MUNIHLDNGS CALI QL 0.0%
Value ($000) $602 Shares 55,467 Est. Cost $8.81 Unrealized
WTW WILLIS TOWERS 0.0%
Value ($000) $594 Shares 1,721 Est. Cost $248.29 Unrealized +31.5%
BSY BENTLEY SYSTEMS 0.0%
Value ($000) $588 Shares 11,429 Est. Cost $44.51 Unrealized +2.3%
IDCC INTERDIGITAL INC 0.0%
Value ($000) $588 Shares 1,702 Est. Cost $152.04 Unrealized +132.5%
SCHQ SCHWAB LONG 0.0%
Value ($000) $584 Shares 18,070 Est. Cost $32.40 Unrealized
NWSA NEWS CORP 0.0%
Value ($000) $581 Shares 18,914 Est. Cost $27.40 Unrealized -4.2%
CALAMOS STRATEGIC 0.0%
Value ($000) $581 Shares 30,100 Est. Cost $4.62 Unrealized
FDMO FIDELITY COVINGTON TRUST 0.0%
Value ($000) $577 Shares 6,942 Est. Cost $65.76 Unrealized
EXR EXTRA SPACE 0.0%
Value ($000) $569 Shares 4,038 Est. Cost $140.89 Unrealized -4.2%
NJR NEW JERSEY 0.0%
Value ($000) $568 Shares 11,796 Est. Cost $45.56 Unrealized +0.6%
BAH BOOZ ALLEN 0.0%
Value ($000) $566 Shares 5,666 Est. Cost $118.23 Unrealized -25.1%
XVV ISHARES ESG 0.0%
Value ($000) $555 Shares 10,765 Est. Cost $42.85 Unrealized
NKE NIKE INC 0.0%
Value ($000) $553 Shares 7,927 Est. Cost $96.84 Unrealized -33.0%
SILA SILA REALTY 0.0%
Value ($000) $551 Shares 21,969 Est. Cost $21.31 Unrealized
CPB CAMPBELLS CO 0.0%
Value ($000) $541 Shares 17,135 Est. Cost $31.91 Unrealized -5.8%
NFG NATIONAL FUEL 0.0%
Value ($000) $536 Shares 5,798 Est. Cost $84.01 Unrealized -1.9%
SNY SANOFI 0.0%
Value ($000) $535 Shares 11,340 Est. Cost $48.67 Unrealized
RGTI RIGETTI COMPUTING 0.0%
Value ($000) $532 Shares 17,855 Est. Cost $11.74 Unrealized +177.7%
GJAN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $532 Shares 12,764 Est. Cost $37.67 Unrealized
ACWI ISHARES MSCI 0.0%
Value ($000) $519 Shares 3,751 Est. Cost $103.93 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $518 Shares 5,699 Est. Cost $66.41 Unrealized +30.1%
RUN SUNRUN INC 0.0%
Value ($000) $518 Shares 29,972 Est. Cost $17.48 Unrealized +9.7%
LII LENNOX INTL INC 0.0%
Value ($000) $518 Shares 978 Est. Cost $312.85 Unrealized +59.7%
ACVF ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $511 Shares 10,370 Est. Cost $43.65 Unrealized
LAZ LAZARD INC 0.0%
Value ($000) $510 Shares 9,669 Est. Cost $53.93 Unrealized -7.5%
SPHB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $507 Shares 4,620 Est. Cost $109.80 Unrealized
TDV PROSHARES TR 0.0%
Value ($000) $502 Shares 5,804 Est. Cost $67.56 Unrealized
DOL WISDOMTREE TR 0.0%
Value ($000) $498 Shares 8,000 Est. Cost $59.57 Unrealized
CLH CLEAN HARBORS 0.0%
Value ($000) $498 Shares 2,143 Est. Cost $215.85 Unrealized +5.9%
DHS WISDOMTREE U S 0.0%
Value ($000) $497 Shares 4,933 Est. Cost $46.50 Unrealized
AFRM AFFIRM HOLDINGS 0.0%
Value ($000) $495 Shares 6,769 Est. Cost $61.35 Unrealized +17.3%
NDSN NORDSON CORP 0.0%
Value ($000) $494 Shares 2,177 Est. Cost $218.44 Unrealized +7.2%
AMKR AMKOR TECHNOLOGY 0.0%
Value ($000) $494 Shares 17,389 Est. Cost $25.11 Unrealized +41.5%
ALGN ALIGN TECHNOLOGY 0.0%
Value ($000) $493 Shares 3,937 Est. Cost $258.62 Unrealized -44.6%
ODFL OLD DOMINION 0.0%
Value ($000) $490 Shares 3,479 Est. Cost $177.62 Unrealized -19.4%
PEN PENUMBRA INC 0.0%
Value ($000) $488 Shares 1,928 Est. Cost $268.92 Unrealized +2.7%
MFUS PIMCO EQUITY SER 0.0%
Value ($000) $488 Shares 8,677 Est. Cost $50.55 Unrealized
NUVEEN CA 0.0%
Value ($000) $482 Shares 41,885 Est. Cost $4.90 Unrealized
HMY HARMONY GOLD MINING CO LTD 0.0%
Value ($000) $481 Shares 26,513 Est. Cost $13.97 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $480 Shares 1,843 Est. Cost $246.72 Unrealized +5.9%
FE FIRSTENERGY CORP 0.0%
Value ($000) $476 Shares 10,389 Est. Cost $39.33 Unrealized +16.3%
MR COOPER 0.0%
Value ($000) $475 Shares 2,252 Est. Cost $84.13 Unrealized
TQQQ PROSHARES TR 0.0%
Value ($000) $474 Shares 4,588 Est. Cost $58.41 Unrealized
DCI DONALDSON CO 0.0%
Value ($000) $473 Shares 5,784 Est. Cost $69.01 Unrealized +25.2%
CENX CENTURY ALUM CO 0.0%
Value ($000) $473 Shares 16,106 Est. Cost $10.27 Unrealized +204.1%
HYDB ISHARES HIGH 0.0%
Value ($000) $470 Shares 9,827 Est. Cost $47.09 Unrealized
AVDE AMERICAN CENTY ETF TR 0.0%
Value ($000) $469 Shares 5,938 Est. Cost $62.98 Unrealized
CGNX COGNEX CORP 0.0%
Value ($000) $467 Shares 10,316 Est. Cost $28.71 Unrealized +40.8%
PIMCO ACCESS INCOME FUND 0.0%
Value ($000) $467 Shares 28,696 Est. Cost $15.75 Unrealized
WST WEST PHARMACEUTICAL 0.0%
Value ($000) $467 Shares 1,779 Est. Cost $334.38 Unrealized -18.2%
ALAB ASTERA LABS 0.0%
Value ($000) $466 Shares 2,382 Est. Cost $79.01 Unrealized +111.7%
OR OR ROYALTIES INC 0.0%
Value ($000) $463 Shares 11,550 Est. Cost $24.09 Unrealized +45.4%
BMO BANK MONTREAL 0.0%
Value ($000) $461 Shares 3,543 Est. Cost $85.37 Unrealized +48.3%
IGEB ISHARES INVESTMENT 0.0%
Value ($000) $460 Shares 10,001 Est. Cost $45.09 Unrealized
LH LABCORP HOLDINGS 0.0%
Value ($000) $458 Shares 1,597 Est. Cost $224.90 Unrealized +17.9%
VTEC VANGUARD CALIF TAX FREE FDS 0.0%
Value ($000) $457 Shares 4,581 Est. Cost $99.77 Unrealized
FIS FIDELITY NATIONAL 0.0%
Value ($000) $454 Shares 6,892 Est. Cost $69.04 Unrealized -4.9%
TRFK PACER FDS TR 0.0%
Value ($000) $453 Shares 6,774 Est. Cost $44.15 Unrealized
CAVA CAVA GROUP 0.0%
Value ($000) $452 Shares 7,488 Est. Cost $87.99 Unrealized -36.6%
ARGX ARGENX SE 0.0%
Value ($000) $449 Shares 609 Est. Cost $412.61 Unrealized
KD KYNDRYL HOLDINGS 0.0%
Value ($000) $449 Shares 14,945 Est. Cost $32.40 Unrealized -16.3%
DOX AMDOCS LTD 0.0%
Value ($000) $448 Shares 5,460 Est. Cost $84.75 Unrealized -5.7%
SN SHARKNINJA INC 0.0%
Value ($000) $447 Shares 4,335 Est. Cost $102.64 Unrealized -4.0%
POST POST HOLDINGS 0.0%
Value ($000) $445 Shares 4,138 Est. Cost $100.24 Unrealized +3.3%
SAFT SAFETY INS GROUP INC 0.0%
Value ($000) $443 Shares 6,261 Est. Cost $81.40 Unrealized -9.1%
NUVEEN CALIFORNIA AMT QLT MU 0.0%
Value ($000) $441 Shares 34,770 Est. Cost $1.96 Unrealized
ADVENT CONV & INCOME FD 0.0%
Value ($000) $439 Shares 34,337 Est. Cost $11.84 Unrealized
PINNACLE FINANCIAL 0.0%
Value ($000) $437 Shares 4,658 Est. Cost $93.79 Unrealized
LBRT LIBERTY ENERGY 0.0%
Value ($000) $437 Shares 35,388 Est. Cost $17.83 Unrealized -6.3%
BWXT BWX TECHNOLOGIES 0.0%
Value ($000) $436 Shares 2,365 Est. Cost $160.55 Unrealized +16.7%
VOOV VANGUARD S&P 0.0%
Value ($000) $434 Shares 2,177 Est. Cost $53.15 Unrealized
CCI CROWN CASTLE 0.0%
Value ($000) $432 Shares 4,482 Est. Cost $113.02 Unrealized -19.4%
FFLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $432 Shares 8,296 Est. Cost $46.11 Unrealized
CATH GLOBAL X 0.0%
Value ($000) $431 Shares 5,321 Est. Cost $69.92 Unrealized
TSLX SIXTH STREET SPECIALTY LENDI 0.0%
Value ($000) $422 Shares 18,462 Est. Cost $21.24 Unrealized +2.7%
INSM INSMED INC 0.0%
Value ($000) $420 Shares 2,918 Est. Cost $83.22 Unrealized +119.3%
INVH INVITATION HOMES 0.0%
Value ($000) $420 Shares 14,306 Est. Cost $32.60 Unrealized -15.2%
SFM SPROUTS FARMERS 0.0%
Value ($000) $410 Shares 3,772 Est. Cost $81.03 Unrealized +10.7%
CAG CONAGRA BRANDS 0.0%
Value ($000) $406 Shares 22,151 Est. Cost $27.22 Unrealized -35.2%
CCEF CALAMOS ETF TR 0.0%
Value ($000) $405 Shares 13,910 Est. Cost $26.63 Unrealized
DEM WISDOMTREE EMERGING 0.0%
Value ($000) $404 Shares 8,789 Est. Cost $43.87 Unrealized
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $404 Shares 14,923 Est. Cost $31.40 Unrealized -10.9%
DOCU DOCUSIGN INC 0.0%
Value ($000) $402 Shares 5,575 Est. Cost $101.30 Unrealized -31.7%
INGR INGREDION INC 0.0%
Value ($000) $401 Shares 3,280 Est. Cost $120.29 Unrealized -6.2%
INFY INFOSYS LTD 0.0%
Value ($000) $398 Shares 24,461 Est. Cost $17.42 Unrealized
AEHR AEHR TEST SYS 0.0%
Value ($000) $397 Shares 13,172 Est. Cost $21.65 Unrealized +11.7%
LSCC LATTICE SEMICONDUCTOR 0.0%
Value ($000) $390 Shares 5,324 Est. Cost $73.32 Unrealized
ITDC ISHARES TR 0.0%
Value ($000) $390 Shares 11,501 Est. Cost $29.99 Unrealized
CYD CHINA YUCHAI INTL LTD 0.0%
Value ($000) $390 Shares 9,417 Est. Cost $30.22 Unrealized +20.6%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $384 Shares 20,304 Est. Cost $19.29 Unrealized -6.5%
DTD WISDOMTREE U S 0.0%
Value ($000) $383 Shares 4,554 Est. Cost $11.76 Unrealized
TRI CONTINENTAL 0.0%
Value ($000) $381 Shares 11,203 Est. Cost $24.44 Unrealized
ALSN ALLISON TRANSMISSION 0.0%
Value ($000) $379 Shares 4,461 Est. Cost $95.88 Unrealized -8.7%
IBN ICICI BANK 0.0%
Value ($000) $377 Shares 12,486 Est. Cost $26.00 Unrealized
QQQE DIREXION SHS ETF TR 0.0%
Value ($000) $376 Shares 3,700 Est. Cost $28.02 Unrealized
AJG ARTHUR J 0.0%
Value ($000) $374 Shares 1,206 Est. Cost $215.05 Unrealized +22.9%
IYE ISHARES U S 0.0%
Value ($000) $373 Shares 7,857 Est. Cost $42.76 Unrealized
TIGR UP FINTECH HLDG LTD 0.0%
Value ($000) $371 Shares 34,747 Est. Cost $9.65 Unrealized
KMPR KEMPER CORP 0.0%
Value ($000) $368 Shares 7,146 Est. Cost $64.19 Unrealized -33.3%
JD JD.COM INC 0.0%
Value ($000) $366 Shares 10,470 Est. Cost $37.34 Unrealized
ALLE ALLEGION PUBLIC 0.0%
Value ($000) $363 Shares 2,049 Est. Cost $106.16 Unrealized +57.0%
HGER HARBOR COMMODITY 0.0%
Value ($000) $361 Shares 13,985 Est. Cost $25.80 Unrealized
UDIV FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $360 Shares 6,880 Est. Cost $44.93 Unrealized
SBSW SIBANYE STILLWATER 0.0%
Value ($000) $360 Shares 32,006 Est. Cost $11.24 Unrealized
VNET VNET GROUP INC 0.0%
Value ($000) $359 Shares 34,767 Est. Cost $6.90 Unrealized
AAT AMERICAN ASSETS 0.0%
Value ($000) $359 Shares 17,660 Est. Cost $19.76 Unrealized
AN AUTONATION INC 0.0%
Value ($000) $358 Shares 1,635 Est. Cost $184.55 Unrealized +12.7%
TSLL DIREXION SHS ETF TR 0.0%
Value ($000) $355 Shares 16,838 Est. Cost $11.81 Unrealized
CNXC CONCENTRIX CORP 0.0%
Value ($000) $355 Shares 7,696 Est. Cost $51.62 Unrealized -22.3%
BROS DUTCH BROS 0.0%
Value ($000) $352 Shares 6,725 Est. Cost $65.31 Unrealized -13.0%
NTSX WISDOMTREE TR 0.0%
Value ($000) $350 Shares 6,486 Est. Cost $50.06 Unrealized
FLSP FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $349 Shares 13,170 Est. Cost $24.05 Unrealized
DGS WISDOMTREE EMERGING 0.0%
Value ($000) $347 Shares 6,071 Est. Cost $50.72 Unrealized
JBL JABIL INC 0.0%
Value ($000) $346 Shares 1,595 Est. Cost $133.28 Unrealized +60.0%
INTERPUBLIC GROUP 0.0%
Value ($000) $345 Shares 12,348 Est. Cost $27.35 Unrealized -5.1%
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $337 Shares 4,663 Est. Cost $76.63 Unrealized -13.2%
ZBRA ZEBRA TECHNOLOGIES 0.0%
Value ($000) $336 Shares 1,131 Est. Cost $282.19 Unrealized -5.2%
CLEARBRIDGE ENERGY MIDSTRM O 0.0%
Value ($000) $336 Shares 7,475 Est. Cost $42.20 Unrealized
LDRI ISHARES TR 0.0%
Value ($000) $336 Shares 13,074 Est. Cost $25.65 Unrealized
PCH POTLATCHDELTIC CORPORATION 0.0%
Value ($000) $331 Shares 8,117 Est. Cost $0.05 Unrealized
AAON AAON INC 0.0%
Value ($000) $329 Shares 3,518 Est. Cost $70.06 Unrealized +31.7%
FROG JFROG LTD 0.0%
Value ($000) $326 Shares 6,897 Est. Cost $35.45 Unrealized +60.4%
AIP ARTERIS INC 0.0%
Value ($000) $323 Shares 31,978 Est. Cost $7.96 Unrealized +82.0%
BANF BANCFIRST CORP 0.0%
Value ($000) $323 Shares 2,553 Est. Cost $128.09 Unrealized -12.1%
CRSP CRISPR THERAPEUTICS 0.0%
Value ($000) $321 Shares 4,955 Est. Cost $57.41 Unrealized +4.3%
LCR MANAGED PORTFOLIO SERIES 0.0%
Value ($000) $318 Shares 8,379 Est. Cost $34.27 Unrealized
KNX KNIGHT SWIFT 0.0%
Value ($000) $318 Shares 8,051 Est. Cost $45.59 Unrealized +2.6%
MNDY MONDAY.COM LTD 0.0%
Value ($000) $316 Shares 1,632 Est. Cost $263.86 Unrealized -36.2%
UPST UPSTART HOLDINGS 0.0%
Value ($000) $316 Shares 6,227 Est. Cost $56.94 Unrealized -19.1%
FIDU FIDELITY COVINGTON TRUST 0.0%
Value ($000) $316 Shares 3,858 Est. Cost $72.64 Unrealized
EVR EVERCORE INC 0.0%
Value ($000) $313 Shares 929 Est. Cost $312.02 Unrealized +2.8%
CVNA CARVANA COMPANY 0.0%
Value ($000) $311 Shares 826 Est. Cost $274.18 Unrealized +35.6%
TIGO MILLICOM INTL CELLULAR S A 0.0%
Value ($000) $311 Shares 6,410 Est. Cost $43.89 Unrealized +14.7%
ACM AECOM 0.0%
Value ($000) $311 Shares 2,382 Est. Cost $91.13 Unrealized +28.7%
RLI RLI CORP 0.0%
Value ($000) $311 Shares 4,765 Est. Cost $73.37 Unrealized -16.2%
ASND ASCENDIS PHARMA A/S 0.0%
Value ($000) $311 Shares 1,562 Est. Cost $172.60 Unrealized
HUN HUNTSMAN CORP 0.0%
Value ($000) $310 Shares 34,485 Est. Cost $12.18 Unrealized -24.9%
CHD CHURCH & DWIGHT 0.0%
Value ($000) $309 Shares 3,524 Est. Cost $98.43 Unrealized -13.4%
ABVX ABIVAX SA 0.0%
Value ($000) $308 Shares 3,633 Est. Cost $84.90 Unrealized
KAI KADANT INC 0.0%
Value ($000) $308 Shares 1,035 Est. Cost $325.46 Unrealized -12.8%
BVN COMPANIA DE MINAS BUENAVENTU 0.0%
Value ($000) $307 Shares 12,599 Est. Cost $24.33 Unrealized
ESI ELEMENT SOLUTIONS 0.0%
Value ($000) $306 Shares 12,156 Est. Cost $17.91 Unrealized +44.7%
BIP BROOKFIELD INFRASTRUCTRE 0.0%
Value ($000) $305 Shares 9,284 Est. Cost $33.46 Unrealized
HISF FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $305 Shares 6,747 Est. Cost $42.73 Unrealized
PPC PILGRIMS PRIDE CORP 0.0%
Value ($000) $305 Shares 7,482 Est. Cost $45.36 Unrealized -15.2%
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $304 Shares 966 Est. Cost $258.71 Unrealized +21.5%
GBF ISHARES GOVERNMENT 0.0%
Value ($000) $304 Shares 2,885 Est. Cost $100.06 Unrealized
PTF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $303 Shares 4,050 Est. Cost $54.11 Unrealized
IHAK ISHARES CYBERSECURITY 0.0%
Value ($000) $298 Shares 5,685 Est. Cost $30.56 Unrealized
QUS SPDR MSCI 0.0%
Value ($000) $296 Shares 1,731 Est. Cost $28.22 Unrealized
NUVEEN TXBL 0.0%
Value ($000) $296 Shares 18,228 Est. Cost $2.15 Unrealized
JSI JANUS HENDERSON 0.0%
Value ($000) $295 Shares 5,649 Est. Cost $52.43 Unrealized
RSPU INVESCO S&P 0.0%
Value ($000) $295 Shares 3,850 Est. Cost $45.53 Unrealized
TSPA T ROWE PRICE ETF INC 0.0%
Value ($000) $294 Shares 7,024 Est. Cost $39.54 Unrealized
CTRA COTERRA ENERGY 0.0%
Value ($000) $294 Shares 12,442 Est. Cost $23.81 Unrealized +5.4%
FUTU FUTU HOLDINGS 0.0%
Value ($000) $294 Shares 1,690 Est. Cost $123.59 Unrealized
GH GUARDANT HEALTH 0.0%
Value ($000) $293 Shares 4,684 Est. Cost $44.66 Unrealized +100.3%
WTRG ESSENTIAL UTILITIES 0.0%
Value ($000) $288 Shares 7,220 Est. Cost $38.12 Unrealized +3.2%
CINF CINCINNATI FINL 0.0%
Value ($000) $287 Shares 1,818 Est. Cost $150.23 Unrealized +7.3%
APAM ARTISAN PARTNERS 0.0%
Value ($000) $286 Shares 6,596 Est. Cost $38.80 Unrealized +4.9%
EPI WISDOMTREE INDIA 0.0%
Value ($000) $284 Shares 6,423 Est. Cost $44.20 Unrealized
EBC EASTERN BANKSHARES 0.0%
Value ($000) $283 Shares 15,604 Est. Cost $15.29 Unrealized +19.2%
IONQ IONQ INC 0.0%
Value ($000) $283 Shares 4,601 Est. Cost $47.02 Unrealized +19.2%
ETHT PROSHARES TR 0.0%
Value ($000) $282 Shares 3,136 Est. Cost $90.00 Unrealized
BLACKROCK TXBL 0.0%
Value ($000) $282 Shares 17,000 Est. Cost $2.35 Unrealized
PECO PHILLIPS EDISON & CO INC 0.0%
Value ($000) $282 Shares 8,217 Est. Cost $36.46 Unrealized
ICF ISHARES SELECT 0.0%
Value ($000) $281 Shares 4,561 Est. Cost $60.26 Unrealized
ACLX ARCELLX INC 0.0%
Value ($000) $281 Shares 3,423 Est. Cost $55.82 Unrealized +42.9%
WES WESTERN MIDSTREAM 0.0%
Value ($000) $276 Shares 7,022 Est. Cost $38.31 Unrealized
MDYV SPDR SERIES 0.0%
Value ($000) $275 Shares 3,297 Est. Cost $61.23 Unrealized
FMAG FIDELITY COVINGTON TRUST 0.0%
Value ($000) $274 Shares 7,780 Est. Cost $30.06 Unrealized
STNG SCORPIO TANKERS 0.0%
Value ($000) $273 Shares 4,878 Est. Cost $56.05 Unrealized
ONON ON HOLDING 0.0%
Value ($000) $272 Shares 6,419 Est. Cost $50.96 Unrealized -15.4%
CHKP CHECK POINT 0.0%
Value ($000) $270 Shares 1,305 Est. Cost $202.59 Unrealized -4.6%
OXLC OXFORD LANE 0.0%
Value ($000) $270 Shares 15,948 Est. Cost $16.93 Unrealized
OSK OSHKOSH CORP 0.0%
Value ($000) $270 Shares 2,081 Est. Cost $95.81 Unrealized +33.5%
AI C3 AI 0.0%
Value ($000) $269 Shares 15,513 Est. Cost $22.35 Unrealized -28.6%
MARA MARA HOLDINGS 0.0%
Value ($000) $268 Shares 14,701 Est. Cost $16.85 Unrealized -12.5%
SNPS SYNOPSYS INC 0.0%
Value ($000) $268 Shares 544 Est. Cost $565.30 Unrealized -21.4%
LPLA LPL FINANCIAL 0.0%
Value ($000) $268 Shares 806 Est. Cost $218.81 Unrealized +61.6%
VIV TELEFONICA BRASIL SA 0.0%
Value ($000) $267 Shares 20,923 Est. Cost $12.75 Unrealized
PAG PENSKE AUTOMOTIVE 0.0%
Value ($000) $267 Shares 1,534 Est. Cost $161.51 Unrealized +1.8%
EWBC EAST WEST 0.0%
Value ($000) $267 Shares 2,504 Est. Cost $103.67 Unrealized +1.4%
RFG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $265 Shares 5,205 Est. Cost $48.42 Unrealized
CF CF INDUSTRIES 0.0%
Value ($000) $264 Shares 2,940 Est. Cost $83.96 Unrealized -2.4%
RYAAY RYANAIR HOLDINGS 0.0%
Value ($000) $263 Shares 4,376 Est. Cost $60.21 Unrealized
BBT BEACON FINANCIAL 0.0%
Value ($000) $263 Shares 11,087 Est. Cost $24.98 Unrealized -0.2%
CSD INVESCO S&P 0.0%
Value ($000) $261 Shares 2,805 Est. Cost $83.89 Unrealized
AIT APPLIED INDUSTRIAL TECH 0.0%
Value ($000) $261 Shares 1,000 Est. Cost $261.21 Unrealized -2.3%
STAG STAG INDUSTRIAL 0.0%
Value ($000) $260 Shares 7,376 Est. Cost $10.17 Unrealized
GARP ISHARES TR 0.0%
Value ($000) $260 Shares 3,964 Est. Cost $65.64 Unrealized
BCE BCE INC 0.0%
Value ($000) $259 Shares 11,073 Est. Cost $35.99 Unrealized -36.0%
SW SMURFIT WESTROCK 0.0%
Value ($000) $259 Shares 6,082 Est. Cost $48.62 Unrealized -21.6%
LOAR LOAR HOLDINGS 0.0%
Value ($000) $258 Shares 3,230 Est. Cost $86.28 Unrealized -15.5%
DRS LEONARDO DRS INC 0.0%
Value ($000) $258 Shares 5,679 Est. Cost $40.70 Unrealized -9.5%
DKS DICKS SPORTING 0.0%
Value ($000) $258 Shares 1,160 Est. Cost $215.56 Unrealized +0.7%
EDV VANGUARD WORLD FD 0.0%
Value ($000) $258 Shares 3,765 Est. Cost $68.45 Unrealized
HUMN ROUNDHILL ETF TRUST 0.0%
Value ($000) $257 Shares 8,535 Est. Cost $30.08 Unrealized
FHB FIRST HAWAIIAN INC 0.0%
Value ($000) $257 Shares 10,333 Est. Cost $24.29 Unrealized +0.8%
GWW GRAINGER W W 0.0%
Value ($000) $253 Shares 265 Est. Cost $819.75 Unrealized +18.2%
MUST COLUMBIA MULTI 0.0%
Value ($000) $252 Shares 12,277 Est. Cost $20.30 Unrealized
RYTM RHYTHM PHARMACEUTICALS 0.0%
Value ($000) $252 Shares 2,491 Est. Cost $92.84 Unrealized +14.3%
RSPF INVESCO S&P 0.0%
Value ($000) $250 Shares 3,219 Est. Cost $68.99 Unrealized
KT KT CORP 0.0%
Value ($000) $250 Shares 12,827 Est. Cost $20.78 Unrealized
REGL PROSHARES TR 0.0%
Value ($000) $250 Shares 2,927 Est. Cost $72.11 Unrealized
CORT CORCEPT THERAPEUTICS 0.0%
Value ($000) $248 Shares 2,979 Est. Cost $72.36 Unrealized +8.5%
LBRDK LIBERTY BROADBAND 0.0%
Value ($000) $246 Shares 3,873 Est. Cost $58.56 Unrealized -11.2%
OSCR OSCAR HEALTH INC 0.0%
Value ($000) $245 Shares 12,966 Est. Cost $16.48 Unrealized +5.0%
ZBH ZIMMER BIOMET 0.0%
Value ($000) $245 Shares 2,485 Est. Cost $95.97 Unrealized -1.4%
XTEN BONDBLOXX 10 0.0%
Value ($000) $245 Shares 5,246 Est. Cost $46.63 Unrealized
GRAB GRAB HOLDINGS 0.0%
Value ($000) $243 Shares 40,373 Est. Cost $4.65 Unrealized +18.9%
IPAC ISHARES CORE 0.0%
Value ($000) $239 Shares 3,259 Est. Cost $49.55 Unrealized
NTES NETEASE INC 0.0%
Value ($000) $236 Shares 1,552 Est. Cost $151.99 Unrealized
XRAY DENTSPLY SIRONA 0.0%
Value ($000) $236 Shares 18,563 Est. Cost $14.96 Unrealized -21.5%
PFM INVESCO DIVIDEND 0.0%
Value ($000) $235 Shares 4,624 Est. Cost $35.02 Unrealized
FVAL FIDELITY VALUE 0.0%
Value ($000) $234 Shares 3,396 Est. Cost $58.38 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $234 Shares 779 Est. Cost $337.71 Unrealized +9.0%
GSWO GOLDMAN SACHS 0.0%
Value ($000) $233 Shares 4,096 Est. Cost $56.97 Unrealized
ITM VANECK INTERMEDIATE 0.0%
Value ($000) $232 Shares 4,986 Est. Cost $45.51 Unrealized
EIS ISHARES MSCI 0.0%
Value ($000) $232 Shares 2,315 Est. Cost $100.30 Unrealized
NRG NRG ENERGY 0.0%
Value ($000) $232 Shares 1,430 Est. Cost $100.05 Unrealized +65.2%
COHEN & STEERS 0.0%
Value ($000) $232 Shares 9,335 Est. Cost $26.92 Unrealized
APLS APELLIS PHARMACEUTICALS 0.0%
Value ($000) $231 Shares 10,190 Est. Cost $18.51 Unrealized +26.7%
SPHY SPDR HIGH 0.0%
Value ($000) $229 Shares 9,578 Est. Cost $23.49 Unrealized
FFIV F5 INC 0.0%
Value ($000) $228 Shares 705 Est. Cost $313.03 Unrealized -14.1%
CRUS CIRRUS LOGIC 0.0%
Value ($000) $227 Shares 1,814 Est. Cost $103.04 Unrealized +19.5%
ARKW ARK NEXT 0.0%
Value ($000) $227 Shares 1,300 Est. Cost $174.62 Unrealized
ARWR ARROWHEAD PHARMACEUTICAL 0.0%
Value ($000) $227 Shares 6,577 Est. Cost $21.98 Unrealized +122.9%
PI IMPINJ INC 0.0%
Value ($000) $226 Shares 1,253 Est. Cost $157.69 Unrealized +13.0%
CAE CAE INC 0.0%
Value ($000) $226 Shares 7,640 Est. Cost $20.31 Unrealized +38.1%
IFF INTL FLAVOR & FRAGRANCE 0.0%
Value ($000) $226 Shares 3,673 Est. Cost $67.84 Unrealized -5.1%
CNNE CANNAE HOLDINGS 0.0%
Value ($000) $225 Shares 12,315 Est. Cost $21.06 Unrealized -19.8%
SLF SUN LIFE 0.0%
Value ($000) $225 Shares 3,749 Est. Cost $60.14 Unrealized +0.5%
CX CEMEX SAB DE CV 0.0%
Value ($000) $225 Shares 25,022 Est. Cost $8.99 Unrealized
WCC WESCO INTL 0.0%
Value ($000) $224 Shares 1,058 Est. Cost $177.37 Unrealized +38.1%
TEM TEMPUS AI 0.0%
Value ($000) $223 Shares 2,762 Est. Cost $70.04 Unrealized +11.7%
IBP INSTALLED BUILDING 0.0%
Value ($000) $223 Shares 902 Est. Cost $236.87 Unrealized +9.0%
EVUS ISHARES TR 0.0%
Value ($000) $222 Shares 7,053 Est. Cost $31.45 Unrealized
BNY MELLON 0.0%
Value ($000) $221 Shares 37,340 Est. Cost $0.54 Unrealized
SHYM ISHARES SHORT 0.0%
Value ($000) $221 Shares 9,872 Est. Cost $22.31 Unrealized
AEG AEGON LTD 0.0%
Value ($000) $220 Shares 27,589 Est. Cost $7.24 Unrealized
NYLI CBRE GBL INFR MEGTRNDS 0.0%
Value ($000) $220 Shares 15,000 Est. Cost $12.17 Unrealized
MAN MANPOWERGROUP INC WIS 0.0%
Value ($000) $220 Shares 5,804 Est. Cost $41.23 Unrealized -24.2%
IHF ISHARES U S 0.0%
Value ($000) $220 Shares 4,445 Est. Cost $64.16 Unrealized
LULU LULULEMON ATHLETICA 0.0%
Value ($000) $219 Shares 1,230 Est. Cost $340.15 Unrealized -46.7%
HXL HEXCEL CORP NEW 0.0%
Value ($000) $219 Shares 3,490 Est. Cost $60.37 Unrealized +17.1%
DNL WISDOMTREE GLOBAL 0.0%
Value ($000) $218 Shares 5,394 Est. Cost $28.87 Unrealized
SGOL ABRDN STANDARD 0.0%
Value ($000) $218 Shares 5,924 Est. Cost $36.81 Unrealized
NEAR ISHARES SHORT 0.0%
Value ($000) $218 Shares 4,252 Est. Cost $50.73 Unrealized
WYNN WYNN RESORTS 0.0%
Value ($000) $218 Shares 1,698 Est. Cost $115.07 Unrealized +7.4%
FNCL FIDELITY MSCI 0.0%
Value ($000) $217 Shares 2,845 Est. Cost $74.03 Unrealized
EXPO EXPONENT INC 0.0%
Value ($000) $216 Shares 3,108 Est. Cost $89.81 Unrealized -22.0%
GTES GATES INDL CORP PLC 0.0%
Value ($000) $213 Shares 8,596 Est. Cost $14.73 Unrealized +56.7%
TORTOISE ENERGY 0.0%
Value ($000) $213 Shares 4,938 Est. Cost $43.09 Unrealized
GTM ZOOMINFO TECHNOLOGIES 0.0%
Value ($000) $213 Shares 19,489 Est. Cost $9.25 Unrealized +11.3%
SAIC SCIENCE APPLICATIONS 0.0%
Value ($000) $212 Shares 2,138 Est. Cost $113.93 Unrealized -16.2%
AB ALLIANCE BERNSTEIN 0.0%
Value ($000) $212 Shares 5,543 Est. Cost $37.09 Unrealized
VSAT VIASAT INC 0.0%
Value ($000) $212 Shares 7,229 Est. Cost $23.92 Unrealized +47.6%
ARLP ALLIANCE RESOURCE PARTNERS L 0.0%
Value ($000) $211 Shares 8,347 Est. Cost $25.30 Unrealized
NUEM NUVEEN ESG 0.0%
Value ($000) $211 Shares 5,898 Est. Cost $35.69 Unrealized
CROX CROCS INC 0.0%
Value ($000) $210 Shares 2,511 Est. Cost $91.29 Unrealized -8.4%
PAC GRUPO AEROPUERTO DEL PACIFIC 0.0%
Value ($000) $209 Shares 881 Est. Cost $237.19 Unrealized
TAXF AMERICAN CENTY ETF TR 0.0%
Value ($000) $208 Shares 4,150 Est. Cost $48.93 Unrealized
AVT AVNET INC 0.0%
Value ($000) $208 Shares 3,981 Est. Cost $48.97 Unrealized -0.1%
GPIX GOLDMAN SACHS 0.0%
Value ($000) $207 Shares 3,972 Est. Cost $52.23 Unrealized
STRA STRATEGIC ED INC 0.0%
Value ($000) $207 Shares 2,407 Est. Cost $79.44 Unrealized +0.0%
SON SONOCO PRODUCTS CO 0.0%
Value ($000) $206 Shares 4,791 Est. Cost $45.36 Unrealized -9.2%
RNA AVIDITY BIOSCIENCES 0.0%
Value ($000) $206 Shares 4,736 Est. Cost $40.43 Unrealized +59.8%
MBLY MOBILEYE GLOBAL 0.0%
Value ($000) $206 Shares 14,600 Est. Cost $14.87 Unrealized -16.0%
TRU TRANSUNION 0.0%
Value ($000) $206 Shares 2,459 Est. Cost $90.58 Unrealized -9.4%
PNW PINNACLE WEST 0.0%
Value ($000) $206 Shares 2,295 Est. Cost $88.79 Unrealized +0.5%
XCCC BONDBLOXX ETF TRUST 0.0%
Value ($000) $206 Shares 5,241 Est. Cost $39.25 Unrealized
RWR SPDR SERIES 0.0%
Value ($000) $205 Shares 2,045 Est. Cost $95.46 Unrealized
MNTN MNTN INC 0.0%
Value ($000) $204 Shares 11,023 Est. Cost $22.74 Unrealized -36.7%
MDV MODIV INDUSTRIAL INC 0.0%
Value ($000) $204 Shares 13,964 Est. Cost $0.55 Unrealized
AVB AVALONBAY COMMNTYS 0.0%
Value ($000) $204 Shares 1,057 Est. Cost $199.04 Unrealized -9.7%
GRFS GRIFOLS S A 0.0%
Value ($000) $204 Shares 20,508 Est. Cost $9.96 Unrealized
UFPI UFP INDUSTRIES 0.0%
Value ($000) $204 Shares 2,184 Est. Cost $108.24 Unrealized -15.4%
CQP CHENIERE ENERGY 0.0%
Value ($000) $204 Shares 3,792 Est. Cost $53.12 Unrealized
LOGI LOGITECH INTL 0.0%
Value ($000) $203 Shares 1,855 Est. Cost $99.25 Unrealized +13.3%
LVHI FRANKLIN INTL 0.0%
Value ($000) $202 Shares 5,817 Est. Cost $34.75 Unrealized
BBAI BIGBEAR AI 0.0%
Value ($000) $202 Shares 30,956 Est. Cost $6.40 Unrealized +2.1%
ESML ISHARES TR 0.0%
Value ($000) $202 Shares 4,476 Est. Cost $45.08 Unrealized
KC KINGSOFT CLOUD HLDGS LTD 0.0%
Value ($000) $200 Shares 13,377 Est. Cost $12.52 Unrealized
CRNC CERENCE INC 0.0%
Value ($000) $199 Shares 16,011 Est. Cost $10.25 Unrealized +7.2%
MLN VANECK LONG 0.0%
Value ($000) $199 Shares 11,385 Est. Cost $17.48 Unrealized
KEP KOREA ELEC PWR CORP 0.0%
Value ($000) $195 Shares 14,911 Est. Cost $13.05 Unrealized
LBTYA LIBERTY GLOBAL 0.0%
Value ($000) $181 Shares 15,805 Est. Cost $11.00 Unrealized +0.6%
BLACKROCK ESG 0.0%
Value ($000) $179 Shares 10,918 Est. Cost $16.06 Unrealized
EATON VANCE 0.0%
Value ($000) $178 Shares 12,525 Est. Cost $5.81 Unrealized
EATON VANCE 0.0%
Value ($000) $177 Shares 11,771 Est. Cost $13.68 Unrealized
YSG YATSEN HLDG LTD 0.0%
Value ($000) $175 Shares 19,362 Est. Cost $9.06 Unrealized
CLF CLEVELAND CLIFFS 0.0%
Value ($000) $170 Shares 13,918 Est. Cost $19.60 Unrealized -35.6%
AG FIRST MAJESTIC 0.0%
Value ($000) $165 Shares 13,436 Est. Cost $7.31 Unrealized +90.0%
ASPS ALTISOURCE PORTFOLIO SOLUTIO 0.0%
Value ($000) $146 Shares 12,512 Est. Cost $7.30 Unrealized +29.8%
ABR ARBOR REALTY 0.0%
Value ($000) $146 Shares 11,945 Est. Cost $14.04 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $145 Shares 46,528 Est. Cost $6.09 Unrealized -36.2%
CION CION INVESTMENT 0.0%
Value ($000) $144 Shares 15,230 Est. Cost $6.70 Unrealized +37.5%
COHEN & STEERS 0.0%
Value ($000) $144 Shares 11,578 Est. Cost $0.66 Unrealized
SEMR SEMRUSH HLDGS INC 0.0%
Value ($000) $144 Shares 20,295 Est. Cost $8.15 Unrealized +14.9%
ZVRA ZEVRA THERAPEUTICS 0.0%
Value ($000) $143 Shares 15,081 Est. Cost $10.03 Unrealized -5.7%
BTBT BIT DIGITAL 0.0%
Value ($000) $143 Shares 47,565 Est. Cost $3.03 Unrealized -4.7%
PATH UIPATH INC 0.0%
Value ($000) $138 Shares 10,347 Est. Cost $12.00 Unrealized +29.7%
FSM FORTUNA MINING 0.0%
Value ($000) $132 Shares 14,752 Est. Cost $5.06 Unrealized +77.9%
DAWN DAY ONE BIOPHARMACEUTICALS I 0.0%
Value ($000) $123 Shares 17,430 Est. Cost $12.86 Unrealized -35.0%
LAZRQ LUMINAR TECHNOLOGIES 0.0%
Value ($000) $118 Shares 61,842 Est. Cost $2.45 Unrealized -50.4%
ASPSW ALTISOURCE PORTFOLIO SOLUTIO 0.0%
Value ($000) $116 Shares 165,302 Est. Cost $0.50 Unrealized
INVESCO TR INVT GRADE MUNS 0.0%
Value ($000) $111 Shares 11,010 Est. Cost $0.01 Unrealized
NEUBERGER BERMAN ENERGY INFR 0.0%
Value ($000) $111 Shares 12,677 Est. Cost $9.00 Unrealized
FTEK FUEL TECH INC 0.0%
Value ($000) $105 Shares 35,000 Est. Cost $2.90 Unrealized -24.1%
CORNERSTONE STRATEGIC INVEST 0.0%
Value ($000) $98 Shares 11,805 Est. Cost $7.43 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $96 Shares 10,673 Est. Cost $3.46 Unrealized
FUBO FUBOTV INC 0.0%
Value ($000) $93 Shares 22,459 Est. Cost $3.63 Unrealized -8.5%
AMCOR PLC 0.0%
Value ($000) $93 Shares 11,357 Est. Cost $9.15 Unrealized -9.8%
GNSS GENASYS INC 0.0%
Value ($000) $92 Shares 37,367 Est. Cost $2.75 Unrealized -18.4%
GNL GLOBAL NET 0.0%
Value ($000) $89 Shares 10,990 Est. Cost $7.55 Unrealized
ASPSZ ALTISOURCE PORTFOLIO SOLUTIO 0.0%
Value ($000) $87 Shares 149,182 Est. Cost $0.51 Unrealized
ICL ICL GROUP 0.0%
Value ($000) $74 Shares 11,893 Est. Cost $6.53 Unrealized -11.3%
RPAY REPAY HLDGS CORP 0.0%
Value ($000) $71 Shares 13,657 Est. Cost $4.70 Unrealized -14.8%
EPRX EUPRAXIA PHARMACEUTICALS INC 0.0%
Value ($000) $71 Shares 12,000 Est. Cost $5.44 Unrealized +13.3%
OVID OVID THERAPEUTICS INC 0.0%
Value ($000) $69 Shares 52,900 Est. Cost $0.87 Unrealized +77.7%
DWM WISDOMTREE INTL 0.0%
Value ($000) $67 Shares 1,013 Est. Cost $66.23 Unrealized
CIG CIA ENERGETICA DE MINAS GERA 0.0%
Value ($000) $66 Shares 31,274 Est. Cost $1.96 Unrealized
TILRAY BRANDS 0.0%
Value ($000) $64 Shares 36,977 Est. Cost $7.04 Unrealized
TGB TASEKO MINES LTD 0.0%
Value ($000) $63 Shares 15,000 Est. Cost $1.66 Unrealized +183.9%
TTI TETRA TECHNOLOGIES INC DEL 0.0%
Value ($000) $63 Shares 11,024 Est. Cost $2.91 Unrealized +165.0%
WESTERN ASSET HIGH INCOME OP 0.0%
Value ($000) $58 Shares 15,175 Est. Cost $0.58 Unrealized
DNN DENISON MINES CORP 0.0%
Value ($000) $51 Shares 18,444 Est. Cost $1.26 Unrealized +115.9%
ECX ECARX HOLDINGS INC 0.0%
Value ($000) $51 Shares 25,143 Est. Cost $1.77 Unrealized +14.2%
JVA COFFEE HLDG CO INC 0.0%
Value ($000) $46 Shares 10,000 Est. Cost $2.35 Unrealized +64.1%
BGS B&G FOODS 0.0%
Value ($000) $45 Shares 10,155 Est. Cost $4.01 Unrealized +6.8%
GALT GALECTIN THERAPEUTICS INC 0.0%
Value ($000) $42 Shares 10,000 Est. Cost $1.61 Unrealized +226.1%
ACCO ACCO BRANDS CORP 0.0%
Value ($000) $42 Shares 10,484 Est. Cost $3.77 Unrealized -2.8%
CNDT CONDUENT INC 0.0%
Value ($000) $40 Shares 14,210 Est. Cost $2.35 Unrealized -6.7%
MFS INTERMEDIATE INCOME 0.0%
Value ($000) $39 Shares 14,661 Est. Cost $2.68 Unrealized
PLTK PLAYTIKA HLDG CORP 0.0%
Value ($000) $39 Shares 10,030 Est. Cost $4.92 Unrealized -20.5%
HUDSON PAC PPTYS INC 0.0%
Value ($000) $32 Shares 11,594 Est. Cost $2.76 Unrealized
REI RING ENERGY INC 0.0%
Value ($000) $30 Shares 27,150 Est. Cost $2.14 Unrealized -55.4%
OPK OPKO HEALTH INC 0.0%
Value ($000) $27 Shares 17,698 Est. Cost $1.37 Unrealized +1.7%
NXDR NEXTDOOR HOLDINGS INC 0.0%
Value ($000) $26 Shares 12,653 Est. Cost $1.59 Unrealized +22.9%
CERS CERUS CORP 0.0%
Value ($000) $24 Shares 15,063 Est. Cost $1.33 Unrealized +30.0%
CAN CANAAN INC 0.0%
Value ($000) $21 Shares 23,400 Est. Cost $0.63 Unrealized
ABOS ACUMEN PHARMACEUTICALS INC 0.0%
Value ($000) $17 Shares 10,179 Est. Cost $2.08 Unrealized -4.5%
FURY FURY GOLD MINES LIMITED 0.0%
Value ($000) $7 Shares 10,000 Est. Cost $0.42 Unrealized +45.2%
GCTS/WS GCT SEMICONDUCTOR HLDG INC 0.0%
Value ($000) $2 Shares 10,367 Est. Cost $0.10 Unrealized

Decreased Positions (1012)

NVDA NVIDIA CORP 1.3%
Value ($000) $113,324 (-48.1%) Shares 607,632 (-48.1%) Est. Cost $102.90 Unrealized +80.9%
AAPL APPLE INC 1.8%
Value ($000) $152,847 (-37.7%) Shares 562,225 (-41.6%) Est. Cost $140.84 Unrealized +90.5%
QUAL ISHARES MSCI 1.2%
Value ($000) $104,197 (-43.8%) Shares 524,607 (-45.0%) Est. Cost $111.97 Unrealized
SPY SPDR S&P 0.9%
Value ($000) $71,920 (-52.5%) Shares 105,468 (-53.6%) Est. Cost $382.85 Unrealized
MSFT MICROSOFT CORP 1.3%
Value ($000) $105,800 (-37.1%) Shares 218,766 (-32.7%) Est. Cost $276.37 Unrealized +81.1%
LRGF ISHARES TR 0.2%
Value ($000) $14,785 (-79.9%) Shares 212,954 (-80.0%) Est. Cost $51.78 Unrealized
ACIO APTUS COLLARED 3.2%
Value ($000) $265,674 (-16.6%) Shares 6,079,499 (-17.1%) Est. Cost $38.86 Unrealized
BBUS JPMORGAN BETABUILDERS 0.1%
Value ($000) $11,570 (-81.4%) Shares 93,829 (-81.8%) Est. Cost $115.41 Unrealized
AMZN AMAZON COM 0.8%
Value ($000) $66,076 (-37.8%) Shares 286,268 (-40.8%) Est. Cost $137.68 Unrealized +66.2%
QQQ INVESCO QQQ 0.9%
Value ($000) $75,452 (-33.1%) Shares 122,824 (-34.6%) Est. Cost $351.84 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $3,511 (-90.2%) Shares 20,529 (-90.5%) Est. Cost $117.58 Unrealized +45.3%
SOXX ISHARES SEMICONDUCTOR 0.0%
Value ($000) $2,729 (-91.2%) Shares 9,062 (-92.0%) Est. Cost $165.67 Unrealized
IEMG ISHARES CORE 0.7%
Value ($000) $57,569 (-32.4%) Shares 856,425 (-33.7%) Est. Cost $48.38 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $31,758 (-45.5%) Shares 457,152 (-47.3%) Est. Cost $49.96 Unrealized
META META PLATFORMS 0.4%
Value ($000) $30,029 (-45.5%) Shares 45,493 (-39.4%) Est. Cost $351.22 Unrealized +90.0%
IUSB ISHARES CORE 0.6%
Value ($000) $52,546 (-30.2%) Shares 1,129,054 (-30.0%) Est. Cost $43.11 Unrealized
INTF ISHARES INTL 0.0%
Value ($000) $1,366 (-94.3%) Shares 36,186 (-94.5%) Est. Cost $28.35 Unrealized
JIRE JPMORGAN 0.1%
Value ($000) $4,678 (-82.5%) Shares 62,477 (-82.9%) Est. Cost $71.88 Unrealized
VOO VANGUARD INDEX FDS 0.6%
Value ($000) $49,401 (-30.8%) Shares 78,774 (-32.4%) Est. Cost $366.35 Unrealized
JPM JPMORGAN CHASE 0.5%
Value ($000) $38,159 (-36.3%) Shares 118,424 (-37.6%) Est. Cost $156.91 Unrealized +97.3%
BRK/B BERKSHIRE HATHAWAY 0.4%
Value ($000) $30,123 (-41.7%) Shares 59,929 (-41.7%) Est. Cost $362.86 Unrealized +37.1%
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $42,580 (-33.4%) Shares 127,002 (-34.8%) Est. Cost $168.48 Unrealized
ANGL VANECK FALLEN 0.0%
Value ($000) $790 (-96.4%) Shares 26,894 (-96.4%) Est. Cost $28.16 Unrealized
IVV ISHARES CORE 2.2%
Value ($000) $183,168 (-10.4%) Shares 267,421 (-12.4%) Est. Cost $343.96 Unrealized
DRSK APTUS DEFINED 2.0%
Value ($000) $169,910 (-10.6%) Shares 5,968,043 (-9.5%) Est. Cost $27.77 Unrealized
HD HOME DEPOT 0.1%
Value ($000) $9,480 (-67.3%) Shares 27,550 (-61.5%) Est. Cost $289.53 Unrealized +25.9%
SPYG SPDR SERIES TRUST 1.0%
Value ($000) $84,402 (-17.6%) Shares 791,024 (-19.2%) Est. Cost $65.10 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $27,911 (-39.0%) Shares 551,701 (-38.8%) Est. Cost $48.46 Unrealized
JAVA JPMORGAN ACTIVE 0.0%
Value ($000) $308 (-98.3%) Shares 4,290 (-98.3%) Est. Cost $68.59 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $6,873 (-71.3%) Shares 273,051 (-71.2%) Est. Cost $24.39 Unrealized
DFAC DIMENSIONAL US 1.2%
Value ($000) $101,305 (-14.2%) Shares 2,558,844 (-16.4%) Est. Cost $25.87 Unrealized
BKIE BNY MELLON 0.4%
Value ($000) $35,911 (-31.2%) Shares 387,979 (-33.4%) Est. Cost $71.07 Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $10,681 (-59.9%) Shares 115,100 (-59.5%) Est. Cost $87.05 Unrealized
FTA FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $884 (-94.7%) Shares 10,259 (-94.9%) Est. Cost $17.67 Unrealized
TBIL RBB FD INC 0.1%
Value ($000) $8,874 (-63.8%) Shares 177,905 (-63.7%) Est. Cost $49.98 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $33,345 (-31.7%) Shares 106,262 (-47.0%) Est. Cost $116.73 Unrealized +145.3%
IJK ISHARES S&P 0.0%
Value ($000) $203 (-98.7%) Shares 2,094 (-98.7%) Est. Cost $3.88 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $36,840 (-28.6%) Shares 192,315 (-29.2%) Est. Cost $159.66 Unrealized
KVYO KLAVIYO INC 0.0%
Value ($000) $2,131 (-87.1%) Shares 65,639 (-89.0%) Est. Cost $31.26 Unrealized -10.4%
EFG ISHARES MSCI 0.2%
Value ($000) $16,329 (-46.8%) Shares 143,335 (-46.8%) Est. Cost $89.74 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $9,870 (-58.2%) Shares 359,822 (-58.4%) Est. Cost $31.49 Unrealized
BKLC BNY MELLON 3.8%
Value ($000) $316,851 (-4.1%) Shares 2,422,412 (-5.9%) Est. Cost $91.22 Unrealized
TSLA TESLA INC 0.5%
Value ($000) $39,887 (-25.0%) Shares 88,693 (-25.8%) Est. Cost $243.60 Unrealized +82.0%
JGLO JPMORGAN GLOBAL 0.0%
Value ($000) $751 (-94.4%) Shares 11,096 (-94.3%) Est. Cost $66.95 Unrealized
GSEW GOLDMAN SACHS 1.2%
Value ($000) $103,039 (-10.7%) Shares 1,210,516 (-10.8%) Est. Cost $75.98 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $15,373 (-44.5%) Shares 80,490 (-45.8%) Est. Cost $124.30 Unrealized
GLD SPDR GOLD 0.2%
Value ($000) $16,254 (-42.6%) Shares 41,013 (-48.5%) Est. Cost $115.01 Unrealized
CVX CHEVRON CORP 0.1%
Value ($000) $7,473 (-61.7%) Shares 49,029 (-61.0%) Est. Cost $134.56 Unrealized +12.5%
DFAU DIMENSIONAL US 0.0%
Value ($000) $1,084 (-91.3%) Shares 23,172 (-91.5%) Est. Cost $16.09 Unrealized
KRE SPDR S&P 0.0%
Value ($000) $874 (-92.8%) Shares 13,488 (-92.9%) Est. Cost $12.61 Unrealized
XOM EXXON MOBIL 0.2%
Value ($000) $19,467 (-36.5%) Shares 161,771 (-40.5%) Est. Cost $80.78 Unrealized +43.0%
PG PROCTER & GAMBLE 0.2%
Value ($000) $14,545 (-43.4%) Shares 101,495 (-39.3%) Est. Cost $128.06 Unrealized +14.9%
AVGO BROADCOM INC 0.3%
Value ($000) $28,717 (-27.9%) Shares 82,972 (-31.3%) Est. Cost $158.45 Unrealized +125.3%
OSCV ETF SER SOLUTIONS 0.9%
Value ($000) $73,396 (-13.0%) Shares 1,982,068 (-10.2%) Est. Cost $35.86 Unrealized
VWO VANGUARD FSTE 0.5%
Value ($000) $41,832 (-20.2%) Shares 778,118 (-19.6%) Est. Cost $37.61 Unrealized
OEF ISHARES S&P 0.5%
Value ($000) $42,326 (-19.8%) Shares 123,410 (-22.1%) Est. Cost $260.36 Unrealized
FTQI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $3,612 (-74.2%) Shares 173,494 (-74.5%) Est. Cost $19.95 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $22,135 (-31.2%) Shares 76,269 (-30.3%) Est. Cost $183.35 Unrealized
FTSL FIRST TRUST 0.0%
Value ($000) $453 (-95.7%) Shares 9,872 (-95.7%) Est. Cost $46.11 Unrealized
AXON AXON ENTERPRISE 0.0%
Value ($000) $585 (-94.5%) Shares 1,030 (-93.0%) Est. Cost $212.01 Unrealized +192.7%
SMLF ISHARES MSCI 0.0%
Value ($000) $622 (-94.0%) Shares 8,304 (-94.0%) Est. Cost $44.71 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $21,030 (-31.3%) Shares 412,846 (-31.2%) Est. Cost $50.85 Unrealized
MFSI MFS ACTIVE 0.0%
Value ($000) $696 (-93.2%) Shares 22,867 (-93.4%) Est. Cost $26.03 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $10,943 (-46.1%) Shares 56,145 (-22.2%) Est. Cost $87.74 Unrealized +171.3%
BAC BANK AMERICA 0.1%
Value ($000) $10,114 (-47.9%) Shares 183,893 (-51.1%) Est. Cost $30.50 Unrealized +72.7%
JQUA JPMORGAN US 0.0%
Value ($000) $1,548 (-85.7%) Shares 24,494 (-85.7%) Est. Cost $60.39 Unrealized
SCHG SCHWAB STRATEGIC TR 0.5%
Value ($000) $39,547 (-18.8%) Shares 1,212,348 (-20.5%) Est. Cost $38.14 Unrealized
FTSD FRANKLIN SHORT 0.0%
Value ($000) $211 (-97.7%) Shares 2,315 (-97.7%) Est. Cost $90.86 Unrealized
ROP ROPER TECHNOLOGIES 0.0%
Value ($000) $596 (-93.7%) Shares 1,339 (-92.9%) Est. Cost $535.64 Unrealized -13.7%
AMD ADVANCED MICRO 0.1%
Value ($000) $5,404 (-61.9%) Shares 25,232 (-71.2%) Est. Cost $110.24 Unrealized +103.7%
SKYY FIRST TRUST 0.0%
Value ($000) $965 (-90.1%) Shares 7,419 (-89.7%) Est. Cost $30.52 Unrealized
COST COSTCO WHOLESALE 0.1%
Value ($000) $12,122 (-41.8%) Shares 14,057 (-37.5%) Est. Cost $494.19 Unrealized +83.3%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $3,672 (-70.2%) Shares 47,270 (-69.9%) Est. Cost $47.09 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $11,999 (-41.8%) Shares 57,979 (-47.8%) Est. Cost $143.87 Unrealized +36.9%
V VISA INC 0.3%
Value ($000) $24,775 (-25.8%) Shares 70,642 (-27.8%) Est. Cost $225.25 Unrealized +51.1%
TSM TAIWAN SEMICONDUCTOR 0.0%
Value ($000) $3,741 (-69.6%) Shares 12,310 (-72.1%) Est. Cost $115.12 Unrealized
VHT VANGUARD HEALTH 0.1%
Value ($000) $4,359 (-66.2%) Shares 15,143 (-69.6%) Est. Cost $83.86 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $253 (-97.0%) Shares 373 (-97.2%) Est. Cost $451.76 Unrealized +50.7%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $19,637 (-28.9%) Shares 358,543 (-30.0%) Est. Cost $21.12 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $6,076 (-56.4%) Shares 19,880 (-56.7%) Est. Cost $233.05 Unrealized +30.9%
BKDV BNY MELLON ETF TRUST II 0.0%
Value ($000) $4,181 (-65.3%) Shares 144,083 (-66.7%) Est. Cost $27.03 Unrealized
IWB ISHARES RUSSELL 0.2%
Value ($000) $16,082 (-32.0%) Shares 43,064 (-33.5%) Est. Cost $235.37 Unrealized
IVW ISHARES S&P 0.3%
Value ($000) $23,525 (-24.1%) Shares 190,861 (-25.7%) Est. Cost $82.59 Unrealized
VB VANGUARD INDEX FDS 0.2%
Value ($000) $18,950 (-28.0%) Shares 73,463 (-29.0%) Est. Cost $162.25 Unrealized
HTRB HARTFORD TOTAL 0.0%
Value ($000) $459 (-94.0%) Shares 13,455 (-93.9%) Est. Cost $34.10 Unrealized
BDYN ISHARES DYNAMIC 0.0%
Value ($000) $958 (-87.9%) Shares 37,416 (-88.0%) Est. Cost $25.31 Unrealized
PYLD PIMCO ENHANCED 0.3%
Value ($000) $27,307 (-20.2%) Shares 1,023,498 (-19.8%) Est. Cost $26.56 Unrealized
WMT WALMART INC 0.3%
Value ($000) $24,414 (-21.8%) Shares 219,135 (-27.6%) Est. Cost $66.82 Unrealized +60.4%
BIL STATE STREET 0.3%
Value ($000) $22,481 (-23.2%) Shares 246,022 (-22.9%) Est. Cost $91.63 Unrealized
IBIT ISHARES BITCOIN 0.1%
Value ($000) $5,208 (-55.6%) Shares 104,886 (-41.9%) Est. Cost $53.31 Unrealized
EMGF ISHARES MSCI 0.0%
Value ($000) $1,134 (-85.1%) Shares 19,594 (-85.4%) Est. Cost $26.63 Unrealized
PLTR PALANTIR TECHNOLOGIES 0.3%
Value ($000) $22,644 (-22.0%) Shares 127,392 (-20.0%) Est. Cost $34.79 Unrealized +420.4%
BOXX EA SERIES TRUST 0.1%
Value ($000) $4,562 (-58.1%) Shares 39,633 (-58.5%) Est. Cost $109.80 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $8,782 (-41.3%) Shares 29,646 (-44.1%) Est. Cost $138.90 Unrealized +115.1%
SDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $19,870 (-23.7%) Shares 518,516 (-24.3%) Est. Cost $30.46 Unrealized
XLB STATE STREET 0.0%
Value ($000) $594 (-91.1%) Shares 13,107 (-82.4%) Est. Cost $17.81 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $7,840 (-43.6%) Shares 34,313 (-42.9%) Est. Cost $127.98 Unrealized +77.8%
PEP PEPSICO INC 0.1%
Value ($000) $5,979 (-50.3%) Shares 41,659 (-51.4%) Est. Cost $144.89 Unrealized +0.7%
IDUB APTUS INTL 0.9%
Value ($000) $77,011 (-7.3%) Shares 3,165,285 (-10.2%) Est. Cost $21.39 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $5,452 (-52.4%) Shares 121,936 (-5.0%) Est. Cost $79.64 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $6,576 (-47.7%) Shares 264,088 (-46.4%) Est. Cost $30.45 Unrealized -17.8%
BILS STATE STREET 0.2%
Value ($000) $15,822 (-27.4%) Shares 159,465 (-27.1%) Est. Cost $91.18 Unrealized
HOOD ROBINHOOD MARKETS 0.0%
Value ($000) $2,104 (-73.6%) Shares 18,600 (-66.6%) Est. Cost $70.33 Unrealized +84.9%
DUBS APTUS LARGE 0.9%
Value ($000) $78,055 (-6.8%) Shares 2,071,959 (-9.6%) Est. Cost $31.17 Unrealized
BINC ISHARES FLEXIBLE 0.7%
Value ($000) $58,085 (-8.9%) Shares 1,100,720 (-8.1%) Est. Cost $52.33 Unrealized
JUCY APTUS ENHANCED 0.1%
Value ($000) $9,903 (-36.1%) Shares 446,097 (-35.9%) Est. Cost $23.83 Unrealized
FRDM EA SERIES TRUST 0.1%
Value ($000) $6,517 (-46.1%) Shares 127,112 (-53.4%) Est. Cost $39.89 Unrealized
USMV ISHARES MSCI 0.3%
Value ($000) $26,599 (-17.3%) Shares 282,483 (-16.4%) Est. Cost $63.80 Unrealized
SPYD SPDR SERIES TRUST 0.0%
Value ($000) $717 (-88.5%) Shares 16,582 (-88.3%) Est. Cost $43.46 Unrealized
QQEW FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2,890 (-65.2%) Shares 20,335 (-65.4%) Est. Cost $107.47 Unrealized
GOVI INVESCO EQUAL 0.1%
Value ($000) $6,039 (-47.0%) Shares 219,197 (-46.6%) Est. Cost $28.65 Unrealized
SHYG ISHARES 0.0%
Value ($000) $2,761 (-65.6%) Shares 64,408 (-65.2%) Est. Cost $40.52 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $2,052 (-71.8%) Shares 23,534 (-69.4%) Est. Cost $64.72 Unrealized +40.4%
VTEB VANGUARD MUN BD FDS 0.6%
Value ($000) $48,172 (-9.8%) Shares 957,875 (-10.1%) Est. Cost $41.98 Unrealized
COF CAPITAL ONE 0.0%
Value ($000) $3,205 (-61.6%) Shares 13,224 (-66.3%) Est. Cost $164.14 Unrealized +35.4%
SUB ISHARES SHORT 0.0%
Value ($000) $3,517 (-59.3%) Shares 32,959 (-59.3%) Est. Cost $99.25 Unrealized
IWF ISHARES RUSSELL 0.1%
Value ($000) $7,801 (-39.1%) Shares 16,483 (-39.7%) Est. Cost $238.23 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $4,277 (-53.8%) Shares 27,744 (-48.8%) Est. Cost $122.42 Unrealized +23.7%
FBT FIRST TRUST 0.0%
Value ($000) $241 (-95.4%) Shares 1,169 (-96.0%) Est. Cost $12.89 Unrealized
ESGU ISHARES ESG 0.2%
Value ($000) $13,621 (-26.5%) Shares 91,430 (-28.1%) Est. Cost $92.86 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.2%
Value ($000) $15,964 (-23.3%) Shares 281,605 (-24.6%) Est. Cost $40.21 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $4,226 (-53.3%) Shares 148,381 (-54.3%) Est. Cost $26.74 Unrealized
VLUE ISHARES MSCI 0.1%
Value ($000) $8,985 (-34.9%) Shares 65,715 (-40.5%) Est. Cost $77.66 Unrealized
VGT VANGUARD INFORMATION 0.2%
Value ($000) $12,715 (-27.2%) Shares 16,868 (-27.9%) Est. Cost $335.31 Unrealized
ETHA ISHARES ETHEREUM 0.0%
Value ($000) $211 (-95.8%) Shares 9,385 (-94.0%) Est. Cost $30.59 Unrealized
SPDW SPDR DEVELOPED 0.5%
Value ($000) $41,752 (-10.2%) Shares 940,148 (-13.5%) Est. Cost $32.67 Unrealized
T AT&T INC 0.0%
Value ($000) $3,454 (-57.6%) Shares 139,035 (-51.8%) Est. Cost $17.15 Unrealized +47.4%
SCHP SCHWAB STRATEGIC TR 0.5%
Value ($000) $38,192 (-10.9%) Shares 1,441,764 (-9.3%) Est. Cost $27.38 Unrealized
GSIE GOLDMAN SACHS 0.1%
Value ($000) $6,520 (-41.6%) Shares 151,836 (-44.1%) Est. Cost $26.91 Unrealized
FEMS FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $628 (-88.1%) Shares 14,920 (-87.5%) Est. Cost $36.02 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.6%
Value ($000) $51,755 (-8.2%) Shares 1,124,122 (-7.8%) Est. Cost $43.01 Unrealized
BABA ALIBABA GROUP 0.0%
Value ($000) $743 (-86.2%) Shares 5,069 (-83.1%) Est. Cost $118.78 Unrealized
MA MASTERCARD INC 0.1%
Value ($000) $7,609 (-37.8%) Shares 13,328 (-38.1%) Est. Cost $401.07 Unrealized +39.4%
MBB ISHARES MBS 0.3%
Value ($000) $27,115 (-14.5%) Shares 284,758 (-14.5%) Est. Cost $95.59 Unrealized
FTGS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $13,459 (-24.7%) Shares 380,725 (-23.6%) Est. Cost $30.84 Unrealized
MTUM ISHARES MSCI 0.4%
Value ($000) $30,670 (-12.5%) Shares 122,528 (-10.4%) Est. Cost $140.03 Unrealized
UBER UBER TECHNOLOGIES 0.1%
Value ($000) $4,755 (-48.0%) Shares 58,188 (-37.6%) Est. Cost $69.82 Unrealized +29.0%
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $5,251 (-45.5%) Shares 128,913 (-41.2%) Est. Cost $36.98 Unrealized +9.5%
WFC WELLS FARGO 0.1%
Value ($000) $4,471 (-49.3%) Shares 47,972 (-54.4%) Est. Cost $47.51 Unrealized +82.4%
VYM VANGUARD HIGH 0.3%
Value ($000) $25,379 (-14.6%) Shares 176,833 (-16.1%) Est. Cost $85.89 Unrealized
PM PHILIP MORRIS 0.1%
Value ($000) $4,598 (-48.2%) Shares 28,665 (-47.6%) Est. Cost $100.24 Unrealized +53.2%
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $20,061 (-16.9%) Shares 350,470 (-17.1%) Est. Cost $49.57 Unrealized
SCHJ SCHWAB STRATEGIC TR 0.0%
Value ($000) $226 (-94.8%) Shares 9,071 (-94.7%) Est. Cost $30.86 Unrealized
DUHP DIMENSIONAL US 0.2%
Value ($000) $14,696 (-21.6%) Shares 386,423 (-22.1%) Est. Cost $25.46 Unrealized
AMAT APPLIED MATERIALS 0.0%
Value ($000) $3,056 (-56.8%) Shares 11,891 (-65.6%) Est. Cost $124.31 Unrealized +92.7%
SRE SEMPRA 0.0%
Value ($000) $663 (-85.7%) Shares 7,514 (-85.5%) Est. Cost $67.36 Unrealized +34.4%
DIA SPDR DOW 0.2%
Value ($000) $20,188 (-16.3%) Shares 42,009 (-19.3%) Est. Cost $318.39 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $9,533 (-29.2%) Shares 363,297 (-30.2%) Est. Cost $22.70 Unrealized
SHV ISHARES 0-1 0.1%
Value ($000) $4,989 (-43.7%) Shares 45,297 (-43.5%) Est. Cost $109.52 Unrealized
VEA VANGUARD FTSE 0.2%
Value ($000) $19,072 (-16.8%) Shares 305,293 (-20.2%) Est. Cost $40.74 Unrealized
STLA STELLANTIS NV 0.0%
Value ($000) $389 (-90.8%) Shares 35,708 (-92.1%) Est. Cost $9.81 Unrealized
JBND JPMORGAN ACTIVE 0.1%
Value ($000) $6,050 (-38.7%) Shares 111,886 (-38.6%) Est. Cost $53.88 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $1,468 (-71.7%) Shares 15,278 (-72.0%) Est. Cost $82.35 Unrealized +18.0%
SMMU PIMCO ETF TR 0.0%
Value ($000) $1,344 (-72.8%) Shares 26,651 (-72.7%) Est. Cost $50.55 Unrealized
MMM 3M CO 0.0%
Value ($000) $2,046 (-63.3%) Shares 12,777 (-64.4%) Est. Cost $98.40 Unrealized +65.8%
BDVL ISHARES DISCIPLINED 0.0%
Value ($000) $397 (-89.9%) Shares 16,008 (-89.8%) Est. Cost $25.00 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $2,625 (-56.8%) Shares 21,983 (-13.4%) Est. Cost $207.11 Unrealized
BR BROADRIDGE FINANCIAL 0.1%
Value ($000) $7,758 (-30.8%) Shares 34,764 (-26.1%) Est. Cost $203.73 Unrealized +11.6%
KGC KINROSS GOLD 0.0%
Value ($000) $1,364 (-71.6%) Shares 48,442 (-74.9%) Est. Cost $5.05 Unrealized +414.0%
VIG VANGUARD DIVIDEND 0.1%
Value ($000) $7,101 (-32.6%) Shares 32,309 (-33.8%) Est. Cost $112.60 Unrealized
UNH UNITEDHEALTH GROUP 0.1%
Value ($000) $5,330 (-39.2%) Shares 16,146 (-36.4%) Est. Cost $397.30 Unrealized -15.1%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $1,917 (-63.8%) Shares 15,302 (-61.3%) Est. Cost $107.20 Unrealized +18.7%
IGSB ISHARES 1-5 0.0%
Value ($000) $4,161 (-44.6%) Shares 78,684 (-44.5%) Est. Cost $61.00 Unrealized
USB U S BANCORP DE 0.0%
Value ($000) $1,759 (-65.6%) Shares 32,972 (-68.8%) Est. Cost $42.24 Unrealized +15.3%
MUB ISHARES NATIONAL 0.3%
Value ($000) $29,205 (-10.3%) Shares 272,666 (-10.8%) Est. Cost $56.32 Unrealized
CPRT COPART INC 0.1%
Value ($000) $7,878 (-29.8%) Shares 201,229 (-19.3%) Est. Cost $51.47 Unrealized -19.4%
MO ALTRIA GROUP 0.0%
Value ($000) $3,233 (-50.7%) Shares 56,075 (-43.5%) Est. Cost $37.22 Unrealized +59.5%
JMUB J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $31,206 (-9.6%) Shares 617,935 (-9.7%) Est. Cost $36.65 Unrealized
LRCX LAM RESEARCH 0.0%
Value ($000) $3,340 (-49.8%) Shares 19,510 (-60.7%) Est. Cost $75.48 Unrealized +105.8%
VV VANGUARD INDEX FDS 0.2%
Value ($000) $13,208 (-19.8%) Shares 41,956 (-21.6%) Est. Cost $216.69 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $1,893 (-62.8%) Shares 5,407 (-62.5%) Est. Cost $438.82 Unrealized -22.5%
IWD ISHARES RUSSELL 0.1%
Value ($000) $9,512 (-25.1%) Shares 45,222 (-27.5%) Est. Cost $174.38 Unrealized
SPMD SPDR SERIES TRUST 0.1%
Value ($000) $5,007 (-38.6%) Shares 86,468 (-39.3%) Est. Cost $33.79 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $6,809 (-31.5%) Shares 88,397 (-39.2%) Est. Cost $44.73 Unrealized +65.0%
AMT AMERICAN TOWER 0.1%
Value ($000) $8,594 (-26.3%) Shares 48,951 (-19.3%) Est. Cost $198.33 Unrealized -9.1%
DIS WALT DISNEY 0.1%
Value ($000) $4,628 (-39.8%) Shares 40,678 (-39.5%) Est. Cost $117.58 Unrealized -6.8%
XLG INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $21,774 (-12.1%) Shares 367,306 (-14.7%) Est. Cost $48.73 Unrealized
FDV FEDERATED HERMES 0.0%
Value ($000) $2,361 (-55.8%) Shares 82,535 (-55.8%) Est. Cost $25.24 Unrealized
IGLB ISHARES 10 0.1%
Value ($000) $7,580 (-28.2%) Shares 150,256 (-26.6%) Est. Cost $50.64 Unrealized
AIQ GLOBAL X 0.0%
Value ($000) $398 (-88.1%) Shares 7,831 (-88.4%) Est. Cost $36.38 Unrealized
CPNG COUPANG INC 0.0%
Value ($000) $735 (-80.0%) Shares 31,162 (-72.7%) Est. Cost $25.08 Unrealized +13.4%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $9,237 (-23.8%) Shares 40,565 (-17.3%) Est. Cost $204.76 Unrealized +3.7%
GOOGL ALPHABET INC 0.5%
Value ($000) $46,206 (-5.8%) Shares 147,624 (-26.9%) Est. Cost $129.88 Unrealized +119.9%
DFAE DIMENSIONAL EMERGING 0.0%
Value ($000) $2,241 (-56.0%) Shares 68,804 (-57.4%) Est. Cost $2.55 Unrealized
CEF SPROTT PHYSICAL 0.0%
Value ($000) $462 (-86.0%) Shares 10,080 (-88.8%) Est. Cost $21.37 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $5,784 (-32.8%) Shares 82,739 (-36.3%) Est. Cost $50.63 Unrealized +37.1%
GS GOLDMAN SACHS 0.1%
Value ($000) $6,370 (-30.1%) Shares 7,247 (-36.7%) Est. Cost $370.31 Unrealized +119.6%
SCHO SCHWAB SHORT 0.0%
Value ($000) $3,446 (-44.1%) Shares 141,388 (-44.1%) Est. Cost $22.31 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $5,451 (-33.0%) Shares 233,262 (-32.7%) Est. Cost $35.06 Unrealized
SLV ISHARES SILVER 0.1%
Value ($000) $9,023 (-22.6%) Shares 140,071 (-49.1%) Est. Cost $29.71 Unrealized
UBS UBS GROUP 0.0%
Value ($000) $223 (-92.2%) Shares 4,817 (-93.1%) Est. Cost $22.88 Unrealized +76.6%
GE GE AEROSPACE 0.1%
Value ($000) $9,141 (-22.2%) Shares 29,676 (-24.0%) Est. Cost $102.68 Unrealized +193.0%
JAAA JANUS HENDERSON 0.0%
Value ($000) $3,863 (-40.1%) Shares 76,366 (-39.8%) Est. Cost $50.75 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $7,445 (-25.7%) Shares 12,996 (-38.1%) Est. Cost $261.93 Unrealized +112.1%
PSLV SPROTT PHYSICAL 0.0%
Value ($000) $487 (-84.1%) Shares 20,577 (-89.4%) Est. Cost $8.77 Unrealized
VUG VANGUARD GROWTH 0.3%
Value ($000) $28,539 (-8.3%) Shares 58,498 (-9.8%) Est. Cost $214.23 Unrealized
SGOV ISHARES 0-3 0.1%
Value ($000) $4,564 (-36.0%) Shares 45,470 (-35.8%) Est. Cost $80.76 Unrealized
GLW CORNING INC 0.0%
Value ($000) $780 (-76.6%) Shares 8,907 (-78.1%) Est. Cost $33.09 Unrealized +159.8%
GEV GE VERNOVA 0.1%
Value ($000) $6,061 (-29.4%) Shares 9,274 (-33.6%) Est. Cost $253.87 Unrealized +139.9%
RBLX ROBLOX CORP 0.0%
Value ($000) $598 (-80.8%) Shares 7,382 (-67.2%) Est. Cost $77.03 Unrealized +37.8%
DUK DUKE ENERGY 0.0%
Value ($000) $1,550 (-61.6%) Shares 13,224 (-59.5%) Est. Cost $86.88 Unrealized +39.9%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $2,819 (-46.5%) Shares 107,465 (-47.6%) Est. Cost $28.04 Unrealized
DJD INVESCO DOW 0.1%
Value ($000) $4,662 (-34.3%) Shares 81,582 (-36.5%) Est. Cost $48.78 Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $6,899 (-26.0%) Shares 58,609 (-25.6%) Est. Cost $73.65 Unrealized
DSI ISHARES ESG 0.0%
Value ($000) $2,037 (-54.3%) Shares 15,812 (-55.3%) Est. Cost $84.12 Unrealized
IWR ISHARES RUSSELL 0.0%
Value ($000) $1,606 (-59.6%) Shares 16,685 (-59.5%) Est. Cost $27.36 Unrealized
CHE CHEMED CORP 0.1%
Value ($000) $7,532 (-23.9%) Shares 17,604 (-20.3%) Est. Cost $542.33 Unrealized -19.8%
SDOG ALPS SECTOR 0.0%
Value ($000) $347 (-87.2%) Shares 5,738 (-87.2%) Est. Cost $5.93 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $6,706 (-25.8%) Shares 43,229 (-26.2%) Est. Cost $105.46 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $246 (-90.4%) Shares 947 (-89.4%) Est. Cost $275.92 Unrealized +0.5%
USXF ISHARES ESG 0.0%
Value ($000) $1,308 (-63.9%) Shares 22,709 (-64.1%) Est. Cost $40.16 Unrealized
STIP ISHARES 0-5 0.2%
Value ($000) $16,871 (-12.0%) Shares 164,776 (-11.1%) Est. Cost $97.42 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $2,931 (-43.9%) Shares 16,527 (-44.8%) Est. Cost $79.87 Unrealized
WMB WILLIAMS COS 0.0%
Value ($000) $627 (-78.5%) Shares 10,427 (-77.3%) Est. Cost $34.38 Unrealized +74.7%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $3,774 (-37.5%) Shares 5 (-37.5%) Est. Cost $687351.70 Unrealized +8.6%
QTEC FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $6,857 (-24.3%) Shares 29,787 (-24.5%) Est. Cost $151.93 Unrealized
PWR QUANTA SERVICES 0.1%
Value ($000) $11,009 (-16.6%) Shares 26,084 (-18.1%) Est. Cost $282.75 Unrealized +55.4%
IWM ISHARES RUSSELL 0.2%
Value ($000) $12,806 (-14.6%) Shares 52,024 (-16.0%) Est. Cost $162.24 Unrealized
QLTA ISHARES AAA 0.1%
Value ($000) $4,421 (-32.8%) Shares 91,927 (-32.2%) Est. Cost $47.51 Unrealized
HYD VANECK ETF TRUST 0.0%
Value ($000) $938 (-69.6%) Shares 18,356 (-69.8%) Est. Cost $51.34 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $4,224 (-33.8%) Shares 59,115 (-29.5%) Est. Cost $56.75 Unrealized
SDY STATE STREET 0.0%
Value ($000) $964 (-69.0%) Shares 6,925 (-68.9%) Est. Cost $59.51 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $16,076 (-11.8%) Shares 321,590 (-12.1%) Est. Cost $46.85 Unrealized
WEC WEC ENERGY 0.0%
Value ($000) $297 (-87.8%) Shares 2,820 (-86.7%) Est. Cost $89.01 Unrealized +23.9%
SHOP SHOPIFY INC 0.1%
Value ($000) $4,602 (-31.6%) Shares 28,591 (-36.9%) Est. Cost $74.68 Unrealized +115.0%
KNG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $8,157 (-20.5%) Shares 165,951 (-20.2%) Est. Cost $40.42 Unrealized
LCTU BLACKROCK ISHARES 0.0%
Value ($000) $2,469 (-45.8%) Shares 33,319 (-46.9%) Est. Cost $43.68 Unrealized
AGG ISHARES CORE 0.2%
Value ($000) $19,058 (-9.8%) Shares 190,811 (-9.5%) Est. Cost $92.16 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $2,055 (-49.8%) Shares 24,401 (-49.6%) Est. Cost $85.15 Unrealized -1.3%
GTO INVESCO ACTIVELY MANAGED EXC 0.1%
Value ($000) $4,495 (-31.2%) Shares 94,789 (-31.0%) Est. Cost $46.05 Unrealized
IMCG ISHARES MORNINGSTAR 0.0%
Value ($000) $255 (-88.7%) Shares 3,200 (-88.3%) Est. Cost $56.58 Unrealized
PANW PALO ALTO 0.1%
Value ($000) $5,168 (-27.5%) Shares 28,058 (-19.9%) Est. Cost $149.89 Unrealized +34.6%
BKAG BNY MELLON 0.4%
Value ($000) $30,355 (-6.0%) Shares 716,209 (-5.5%) Est. Cost $42.91 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $479 (-80.2%) Shares 2,944 (-76.5%) Est. Cost $133.67 Unrealized +39.4%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $2,601 (-42.5%) Shares 11,856 (-40.9%) Est. Cost $178.70 Unrealized +36.6%
FXI ISHARES CHINA 0.0%
Value ($000) $432 (-81.6%) Shares 11,283 (-80.2%) Est. Cost $30.87 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $6,362 (-22.8%) Shares 60,444 (-38.5%) Est. Cost $79.60 Unrealized +17.1%
LIN LINDE PLC 0.0%
Value ($000) $2,607 (-41.8%) Shares 6,114 (-35.2%) Est. Cost $372.24 Unrealized +14.8%
ASML ASML HOLDING 0.0%
Value ($000) $2,032 (-48.0%) Shares 1,900 (-52.9%) Est. Cost $757.37 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $854 (-68.6%) Shares 17,851 (-66.9%) Est. Cost $33.34 Unrealized +41.3%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $4,464 (-29.4%) Shares 50,449 (-27.1%) Est. Cost $62.66 Unrealized
ADP AUTOMATIC DATA 0.0%
Value ($000) $1,564 (-54.0%) Shares 6,081 (-47.5%) Est. Cost $218.98 Unrealized +20.9%
DFAI DIMENSIONAL INTL 0.0%
Value ($000) $541 (-77.2%) Shares 14,205 (-78.2%) Est. Cost $22.90 Unrealized
NEE NEXTERA ENERGY 0.0%
Value ($000) $3,542 (-34.0%) Shares 44,125 (-37.9%) Est. Cost $68.97 Unrealized +19.6%
VSS VANGUARD FTSE 0.0%
Value ($000) $565 (-76.3%) Shares 3,945 (-76.4%) Est. Cost $53.45 Unrealized
IEUR ISHARES CORE 0.0%
Value ($000) $441 (-80.5%) Shares 6,215 (-81.3%) Est. Cost $62.02 Unrealized
BA BOEING COMPANY 0.1%
Value ($000) $5,134 (-26.2%) Shares 23,647 (-26.6%) Est. Cost $220.75 Unrealized -6.8%
LQD ISHARES IBOXX 0.0%
Value ($000) $1,541 (-53.6%) Shares 13,986 (-53.0%) Est. Cost $93.80 Unrealized
MGV VANGUARD MEGA 0.0%
Value ($000) $407 (-81.4%) Shares 2,881 (-81.8%) Est. Cost $119.16 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $8,052 (-18.1%) Shares 52,015 (-26.4%) Est. Cost $132.18 Unrealized
IVE ISHARES S&P 0.2%
Value ($000) $13,346 (-11.7%) Shares 62,931 (-14.0%) Est. Cost $180.31 Unrealized
RTX RTX CORP 0.1%
Value ($000) $7,857 (-18.3%) Shares 42,842 (-25.4%) Est. Cost $86.05 Unrealized +101.4%
SHY ISHARES 1-3YR 0.1%
Value ($000) $12,015 (-12.7%) Shares 145,078 (-12.5%) Est. Cost $63.17 Unrealized
IYW ISHARES TECHNOLOGY 0.2%
Value ($000) $19,959 (-8.0%) Shares 99,955 (-9.8%) Est. Cost $83.00 Unrealized
EFV ISHARES MSCI 0.2%
Value ($000) $20,927 (-7.6%) Shares 293,054 (-12.2%) Est. Cost $51.27 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $1,629 (-51.2%) Shares 23,830 (-35.9%) Est. Cost $65.26 Unrealized
THRO BLACKROCK ETF TRUST 0.2%
Value ($000) $19,741 (-7.9%) Shares 511,964 (-9.6%) Est. Cost $33.55 Unrealized
DIHP DIMENSIONAL INTL 0.0%
Value ($000) $223 (-88.3%) Shares 7,047 (-88.8%) Est. Cost $6.97 Unrealized
FANG DIAMONDBACK ENERGY 0.1%
Value ($000) $8,538 (-16.4%) Shares 56,797 (-20.4%) Est. Cost $148.28 Unrealized -0.8%
CRWD CROWDSTRIKE HOLDINGS 0.1%
Value ($000) $9,231 (-15.3%) Shares 19,693 (-11.4%) Est. Cost $229.84 Unrealized +121.6%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $5,813 (-22.0%) Shares 196,333 (-23.4%) Est. Cost $28.27 Unrealized
SMH VANECK ETF TRUST 0.1%
Value ($000) $7,673 (-17.6%) Shares 21,305 (-25.3%) Est. Cost $213.33 Unrealized
FDN FIRST TRUST 0.0%
Value ($000) $2,147 (-43.2%) Shares 7,977 (-41.0%) Est. Cost $213.95 Unrealized
MGK VANGUARD MEGA 0.0%
Value ($000) $3,487 (-31.8%) Shares 8,447 (-33.5%) Est. Cost $291.38 Unrealized
QGRO AMERICAN CENTURY 0.0%
Value ($000) $1,432 (-53.1%) Shares 12,504 (-53.2%) Est. Cost $96.16 Unrealized
VRT VERTIV HOLDINGS 0.0%
Value ($000) $830 (-66.0%) Shares 5,124 (-68.4%) Est. Cost $97.11 Unrealized +78.7%
DE DEERE & CO 0.0%
Value ($000) $2,406 (-40.1%) Shares 5,168 (-41.2%) Est. Cost $370.43 Unrealized +26.3%
AEP AMERICAN ELECTRIC 0.0%
Value ($000) $2,381 (-40.2%) Shares 20,649 (-41.7%) Est. Cost $82.92 Unrealized +41.9%
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $2,966 (-34.8%) Shares 162,792 (-34.7%) Est. Cost $16.69 Unrealized
ITW ILLINOIS TOOL 0.0%
Value ($000) $963 (-62.1%) Shares 3,911 (-59.9%) Est. Cost $219.48 Unrealized +12.8%
SSUS DAY HAGAN 0.5%
Value ($000) $46,206 (-3.3%) Shares 947,804 (-4.1%) Est. Cost $35.63 Unrealized
IDV ISHARES INTL 0.0%
Value ($000) $1,993 (-43.7%) Shares 50,523 (-47.8%) Est. Cost $31.07 Unrealized
RITM RITHM CAPITAL 0.0%
Value ($000) $213 (-87.8%) Shares 19,579 (-87.2%) Est. Cost $2.52 Unrealized
LOW LOWES COMPANIES 0.0%
Value ($000) $3,834 (-28.4%) Shares 15,897 (-25.4%) Est. Cost $189.70 Unrealized +26.4%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $452 (-77.0%) Shares 11,196 (-76.0%) Est. Cost $35.83 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $4,008 (-27.4%) Shares 108,619 (-34.0%) Est. Cost $30.53 Unrealized +23.7%
SE SEA LTD 0.0%
Value ($000) $277 (-84.4%) Shares 2,173 (-78.2%) Est. Cost $123.10 Unrealized
ED CONSOLIDATED EDISON 0.0%
Value ($000) $2,309 (-39.5%) Shares 23,244 (-38.7%) Est. Cost $78.19 Unrealized +26.4%
ESGD ISHARES ESG 0.0%
Value ($000) $833 (-64.3%) Shares 8,765 (-65.1%) Est. Cost $58.99 Unrealized
SPSM SPDR SERIES TRUST 0.2%
Value ($000) $15,103 (-9.0%) Shares 322,302 (-10.0%) Est. Cost $30.54 Unrealized
DVY ISHARES SELECT 0.1%
Value ($000) $8,194 (-15.4%) Shares 58,057 (-14.8%) Est. Cost $95.26 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $805 (-64.7%) Shares 13,440 (-64.7%) Est. Cost $55.70 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $2,320 (-38.9%) Shares 20,258 (-40.9%) Est. Cost $78.51 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $857 (-63.1%) Shares 253 (-53.2%) Est. Cost $3139.94 Unrealized +20.3%
IWP ISHARES RUSSELL 0.0%
Value ($000) $1,395 (-51.2%) Shares 10,189 (-49.2%) Est. Cost $126.41 Unrealized
WM WASTE MANAGEMENT 0.1%
Value ($000) $4,453 (-24.6%) Shares 20,266 (-24.2%) Est. Cost $127.92 Unrealized +66.2%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $1,351 (-51.8%) Shares 32,859 (-44.6%) Est. Cost $51.18 Unrealized -18.8%
ADI ANALOG DEVICES 0.0%
Value ($000) $1,112 (-56.6%) Shares 4,100 (-60.7%) Est. Cost $196.29 Unrealized +27.7%
CLX CLOROX COMPANY 0.0%
Value ($000) $253 (-85.1%) Shares 2,509 (-81.8%) Est. Cost $136.21 Unrealized -20.5%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $880 (-62.1%) Shares 437 (-56.0%) Est. Cost $1580.40 Unrealized +32.9%
AFL AFLAC INC 0.0%
Value ($000) $2,309 (-38.4%) Shares 20,942 (-37.6%) Est. Cost $75.15 Unrealized +46.2%
VLO VALERO ENERGY 0.0%
Value ($000) $1,903 (-42.9%) Shares 11,689 (-40.2%) Est. Cost $120.15 Unrealized +40.5%
FTLS FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $2,823 (-33.4%) Shares 39,763 (-34.4%) Est. Cost $64.13 Unrealized
MINT PIMCO EHNANCED 0.0%
Value ($000) $1,728 (-44.7%) Shares 17,224 (-44.5%) Est. Cost $100.62 Unrealized
VRSN VERISIGN INC 0.0%
Value ($000) $437 (-76.1%) Shares 1,799 (-72.5%) Est. Cost $253.59 Unrealized -1.1%
GILD GILEAD SCIENCES 0.0%
Value ($000) $1,955 (-41.5%) Shares 15,926 (-47.1%) Est. Cost $71.70 Unrealized +68.6%
NET CLOUDFLARE INC 0.0%
Value ($000) $865 (-61.4%) Shares 4,386 (-57.9%) Est. Cost $87.26 Unrealized +142.4%
DMXF ISHARES ESG 0.0%
Value ($000) $411 (-76.9%) Shares 5,463 (-76.7%) Est. Cost $59.54 Unrealized
DOCS DOXIMITY INC 0.0%
Value ($000) $533 (-71.9%) Shares 12,033 (-53.7%) Est. Cost $57.38 Unrealized -2.2%
SYK STRYKER CORP 0.0%
Value ($000) $1,306 (-51.0%) Shares 3,717 (-48.5%) Est. Cost $285.91 Unrealized +27.1%
ET ENERGY TRANSFER 0.0%
Value ($000) $1,485 (-47.4%) Shares 90,075 (-45.2%) Est. Cost $5.88 Unrealized
TJX TJX COS 0.0%
Value ($000) $3,714 (-26.2%) Shares 24,178 (-30.6%) Est. Cost $87.78 Unrealized +68.3%
FIW FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $3,017 (-30.1%) Shares 27,768 (-27.7%) Est. Cost $91.59 Unrealized
SOFI SOFI TECHNOLOGIES 0.0%
Value ($000) $612 (-67.9%) Shares 23,359 (-67.6%) Est. Cost $12.97 Unrealized +114.8%
GSY INVESCO ULTRA 0.0%
Value ($000) $1,723 (-42.8%) Shares 34,295 (-42.8%) Est. Cost $50.12 Unrealized
AON AON PLC 0.0%
Value ($000) $1,439 (-47.2%) Shares 4,078 (-46.7%) Est. Cost $327.81 Unrealized +6.5%
CMCSA COMCAST CORP 0.0%
Value ($000) $1,669 (-43.5%) Shares 55,833 (-40.6%) Est. Cost $37.89 Unrealized -24.7%
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $6,023 (-17.5%) Shares 103,633 (-18.4%) Est. Cost $49.91 Unrealized
SPOT SPOTIFY TECHNOLOGY 0.0%
Value ($000) $927 (-57.9%) Shares 1,596 (-49.4%) Est. Cost $413.55 Unrealized +51.2%
EWZ ISHARES MSCI 0.0%
Value ($000) $1,026 (-55.4%) Shares 32,279 (-56.5%) Est. Cost $30.24 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $5,073 (-20.0%) Shares 15,499 (-31.0%) Est. Cost $220.82 Unrealized +43.1%
HON HONEYWELL INTL 0.0%
Value ($000) $3,151 (-28.6%) Shares 16,151 (-23.0%) Est. Cost $177.38 Unrealized +9.9%
D DOMINION ENERGY 0.0%
Value ($000) $1,160 (-52.1%) Shares 19,799 (-50.0%) Est. Cost $52.25 Unrealized +14.4%
VOT VANGUARD MID 0.0%
Value ($000) $3,091 (-28.8%) Shares 11,073 (-25.1%) Est. Cost $34.28 Unrealized
EME EMCOR GROUP 0.0%
Value ($000) $1,303 (-48.7%) Shares 2,129 (-45.5%) Est. Cost $291.47 Unrealized +122.1%
BKNG BOOKING HOLDINGS 0.0%
Value ($000) $2,056 (-37.5%) Shares 384 (-36.9%) Est. Cost $3624.96 Unrealized +41.7%
ARM ARM HOLDINGS 0.0%
Value ($000) $716 (-63.1%) Shares 6,546 (-52.3%) Est. Cost $123.67 Unrealized
FNDX SCHWAB FUNDAMENTAL 0.0%
Value ($000) $1,080 (-53.1%) Shares 39,701 (-54.7%) Est. Cost $26.02 Unrealized
SCHF SCHWAB INTL 0.1%
Value ($000) $4,954 (-19.8%) Shares 206,090 (-22.3%) Est. Cost $20.29 Unrealized
SPTM SPDR SERIES TRUST 0.0%
Value ($000) $2,577 (-31.9%) Shares 31,231 (-33.5%) Est. Cost $50.51 Unrealized
DFUV DIMENSIONAL US 0.4%
Value ($000) $30,662 (-3.8%) Shares 658,113 (-7.7%) Est. Cost $23.40 Unrealized
ANET ARISTA NETWORKS 0.0%
Value ($000) $3,437 (-25.9%) Shares 26,232 (-17.6%) Est. Cost $102.30 Unrealized +34.6%
PAYX PAYCHEX INC 0.0%
Value ($000) $853 (-58.3%) Shares 7,606 (-52.9%) Est. Cost $125.37 Unrealized -7.0%
VSGX VANGUARD ESG 0.0%
Value ($000) $420 (-73.9%) Shares 5,862 (-74.7%) Est. Cost $64.93 Unrealized
DGRO ISHARES CORE 0.2%
Value ($000) $18,489 (-6.0%) Shares 266,331 (-7.8%) Est. Cost $47.96 Unrealized
MCHI ISHARES MSCI 0.0%
Value ($000) $971 (-54.9%) Shares 16,161 (-50.6%) Est. Cost $45.62 Unrealized
DMBS DOUBLELINE MORTGAGE 0.1%
Value ($000) $4,478 (-20.8%) Shares 90,175 (-20.8%) Est. Cost $49.03 Unrealized
FCX FREEPORT MCMORAN 0.0%
Value ($000) $1,849 (-38.8%) Shares 36,398 (-52.8%) Est. Cost $39.32 Unrealized +10.2%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $1,106 (-51.4%) Shares 6,376 (-48.6%) Est. Cost $156.66 Unrealized +9.0%
RIO RIO TINTO 0.0%
Value ($000) $787 (-59.7%) Shares 9,831 (-66.7%) Est. Cost $10.01 Unrealized
BSV VANGUARD SHORT 0.0%
Value ($000) $3,508 (-24.8%) Shares 44,513 (-24.7%) Est. Cost $38.61 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $621 (-65.1%) Shares 5,720 (-67.8%) Est. Cost $65.10 Unrealized +55.9%
JETS U S GLOBAL 0.0%
Value ($000) $313 (-78.6%) Shares 11,165 (-81.2%) Est. Cost $9.51 Unrealized
GSLC GOLDMAN SACHS 0.0%
Value ($000) $4,125 (-21.7%) Shares 31,162 (-22.9%) Est. Cost $57.14 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $1,255 (-47.6%) Shares 4,154 (-48.4%) Est. Cost $190.55 Unrealized
VIGI VANGUARD INTERNATIONAL 0.0%
Value ($000) $474 (-70.5%) Shares 5,180 (-71.1%) Est. Cost $77.43 Unrealized
HEFA ISHARES CURRENCY 0.0%
Value ($000) $967 (-53.9%) Shares 23,378 (-55.8%) Est. Cost $34.37 Unrealized
CVS CVS HEALTH 0.0%
Value ($000) $1,450 (-43.7%) Shares 18,276 (-46.5%) Est. Cost $66.27 Unrealized +18.7%
ADSK AUTODESK INC 0.0%
Value ($000) $248 (-81.9%) Shares 839 (-80.6%) Est. Cost $222.46 Unrealized +36.0%
EWW ISHARES MSCI 0.0%
Value ($000) $1,825 (-37.9%) Shares 26,321 (-38.9%) Est. Cost $60.56 Unrealized
MSTR STRATEGY INC 0.0%
Value ($000) $480 (-69.8%) Shares 3,161 (-36.1%) Est. Cost $310.43 Unrealized -25.8%
JPEM JPMORGAN DIVERSIFIED 0.0%
Value ($000) $699 (-61.2%) Shares 11,502 (-62.3%) Est. Cost $51.72 Unrealized
FISV FISERV INC 0.0%
Value ($000) $1,024 (-51.8%) Shares 15,241 (-7.6%) Est. Cost $121.39 Unrealized -30.9%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $1,116 (-49.6%) Shares 19,118 (-42.1%) Est. Cost $111.15 Unrealized -41.7%
PFF ISHARES PFD 0.0%
Value ($000) $465 (-70.2%) Shares 15,013 (-69.6%) Est. Cost $20.67 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $775 (-58.3%) Shares 2,952 (-56.5%) Est. Cost $233.33 Unrealized +13.9%
PNC PNC FINANCIAL 0.0%
Value ($000) $2,393 (-31.0%) Shares 11,467 (-33.6%) Est. Cost $154.95 Unrealized +24.4%
UNP UNION PAC CORP 0.0%
Value ($000) $3,047 (-26.0%) Shares 13,174 (-24.4%) Est. Cost $186.29 Unrealized +22.0%
RDDT REDDIT INC 0.0%
Value ($000) $395 (-73.1%) Shares 1,717 (-73.1%) Est. Cost $121.10 Unrealized +73.7%
ZTS ZOETIS INC 0.0%
Value ($000) $573 (-64.9%) Shares 4,552 (-59.2%) Est. Cost $155.05 Unrealized -16.0%
SPGI S&P GLOBAL 0.0%
Value ($000) $2,358 (-31.0%) Shares 4,512 (-35.7%) Est. Cost $424.61 Unrealized +16.4%
TT TRANE TECHNOLOGIES 0.0%
Value ($000) $248 (-80.7%) Shares 638 (-79.1%) Est. Cost $265.73 Unrealized +55.6%
SHM SPDR SERIES TRUST 0.0%
Value ($000) $606 (-63.2%) Shares 12,618 (-63.0%) Est. Cost $46.52 Unrealized
UPS UNITED PARCEL 0.0%
Value ($000) $3,131 (-24.7%) Shares 31,564 (-36.6%) Est. Cost $140.37 Unrealized -33.9%
DFAT DIMENSIONAL US 0.0%
Value ($000) $1,812 (-36.0%) Shares 30,437 (-37.4%) Est. Cost $39.14 Unrealized
KMI KINDER MORGAN 0.0%
Value ($000) $1,862 (-35.3%) Shares 67,719 (-33.4%) Est. Cost $19.87 Unrealized +35.4%
GRMN GARMIN LTD 0.0%
Value ($000) $535 (-65.4%) Shares 2,639 (-58.0%) Est. Cost $125.74 Unrealized +72.3%
CI CIGNA GROUP 0.0%
Value ($000) $1,951 (-33.9%) Shares 7,089 (-30.8%) Est. Cost $248.78 Unrealized +12.2%
EMXC ISHARES MSCI 0.3%
Value ($000) $26,940 (-3.6%) Shares 370,670 (-10.4%) Est. Cost $54.61 Unrealized
CRWV COREWEAVE INC 0.0%
Value ($000) $816 (-54.9%) Shares 11,399 (-13.9%) Est. Cost $112.29 Unrealized -9.7%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $3,640 (-21.3%) Shares 17,188 (-22.5%) Est. Cost $152.49 Unrealized
BSX BOSTON SCIENTIFIC 0.0%
Value ($000) $1,157 (-46.0%) Shares 12,130 (-44.7%) Est. Cost $68.50 Unrealized +43.1%
TD TORONTO DOMINION 0.0%
Value ($000) $793 (-55.0%) Shares 8,416 (-61.8%) Est. Cost $65.87 Unrealized +28.2%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $379 (-71.8%) Shares 11,558 (-71.3%) Est. Cost $19.34 Unrealized
DD DUPONT DE 0.0%
Value ($000) $552 (-63.3%) Shares 13,731 (-28.9%) Est. Cost $27.79 Unrealized +34.5%
EFA ISHARES MSCI 0.0%
Value ($000) $2,691 (-26.1%) Shares 28,027 (-28.1%) Est. Cost $49.35 Unrealized
NOC NORTHROP GRUMMAN 0.0%
Value ($000) $1,153 (-45.2%) Shares 2,021 (-41.4%) Est. Cost $432.74 Unrealized +33.8%
ESGE ISHARES ESG 0.0%
Value ($000) $634 (-59.9%) Shares 14,358 (-60.6%) Est. Cost $39.46 Unrealized
IGV ISHARES EXPANDED 0.0%
Value ($000) $878 (-51.8%) Shares 8,308 (-47.5%) Est. Cost $107.19 Unrealized
PSTG PURE STORAGE 0.0%
Value ($000) $552 (-63.0%) Shares 8,237 (-53.7%) Est. Cost $57.03 Unrealized +46.5%
SAP SAP SE 0.0%
Value ($000) $574 (-61.9%) Shares 2,362 (-58.1%) Est. Cost $228.42 Unrealized
COIN COINBASE GLOBAL 0.0%
Value ($000) $333 (-73.3%) Shares 1,473 (-60.1%) Est. Cost $210.51 Unrealized +41.6%
LHX L3HARRIS TECHNOLOGIES 0.0%
Value ($000) $347 (-72.3%) Shares 1,184 (-71.2%) Est. Cost $235.80 Unrealized +22.3%
PGX INVESCO PFD 0.1%
Value ($000) $4,284 (-17.5%) Shares 381,129 (-14.8%) Est. Cost $7.63 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $4,630 (-16.4%) Shares 17,479 (-25.2%) Est. Cost $228.57 Unrealized +8.6%
IWY ISHARES RUSSELL 0.0%
Value ($000) $307 (-74.7%) Shares 1,108 (-75.0%) Est. Cost $180.26 Unrealized
EMR EMERSON ELECTRIC 0.0%
Value ($000) $1,140 (-44.1%) Shares 8,586 (-44.7%) Est. Cost $93.80 Unrealized +41.1%
NVS NOVARTIS AG 0.0%
Value ($000) $1,407 (-38.7%) Shares 10,206 (-43.0%) Est. Cost $88.57 Unrealized
LDOS LEIDOS HOLDINGS 0.0%
Value ($000) $2,026 (-30.4%) Shares 11,229 (-27.1%) Est. Cost $141.16 Unrealized +34.0%
TPR TAPESTRY INC 0.0%
Value ($000) $759 (-53.5%) Shares 5,941 (-58.8%) Est. Cost $58.01 Unrealized +96.6%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $1,651 (-34.5%) Shares 5,693 (-37.0%) Est. Cost $175.92 Unrealized +59.5%
TMUS T-MOBILE US 0.0%
Value ($000) $533 (-62.0%) Shares 2,627 (-55.2%) Est. Cost $162.90 Unrealized +29.7%
RGLD ROYAL GOLD 0.0%
Value ($000) $3,065 (-22.0%) Shares 13,788 (-29.6%) Est. Cost $160.51 Unrealized +23.6%
FMHI FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $1,474 (-36.9%) Shares 30,745 (-37.5%) Est. Cost $47.85 Unrealized
PRF INVESCO FTSE 0.0%
Value ($000) $511 (-62.7%) Shares 10,898 (-64.0%) Est. Cost $36.70 Unrealized
EPD ENTERPRISE PRODUCTS 0.0%
Value ($000) $2,502 (-25.5%) Shares 78,046 (-27.3%) Est. Cost $20.20 Unrealized
HYG ISHARES IBOXX 0.0%
Value ($000) $1,057 (-44.7%) Shares 13,113 (-44.3%) Est. Cost $77.22 Unrealized
B BARRICK MINING 0.1%
Value ($000) $5,169 (+19.6%) Shares 118,698 (-10.0%) Est. Cost $19.66 Unrealized +90.3%
CMF ISHARES CALIFORNIA 0.0%
Value ($000) $1,052 (-44.5%) Shares 18,311 (-44.9%) Est. Cost $57.17 Unrealized
TDY TELEDYNE TECHNOLOGIES 0.0%
Value ($000) $218 (-79.3%) Shares 427 (-76.3%) Est. Cost $414.06 Unrealized +27.3%
CEG CONSTELLATION ENERGY 0.0%
Value ($000) $2,872 (-22.6%) Shares 8,130 (-27.9%) Est. Cost $176.38 Unrealized +105.9%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $5,266 (-13.7%) Shares 18,449 (-49.4%) Est. Cost $87.41 Unrealized +162.4%
MNST MONSTER BEVERAGE 0.0%
Value ($000) $1,286 (-39.0%) Shares 16,775 (-46.4%) Est. Cost $55.58 Unrealized +28.9%
BDX BECTON DICKINSON 0.0%
Value ($000) $833 (-49.7%) Shares 4,291 (-51.4%) Est. Cost $208.81 Unrealized -9.2%
MUFG MITSUBISHI UFJ 0.0%
Value ($000) $337 (-70.8%) Shares 21,274 (-70.7%) Est. Cost $5.11 Unrealized
MSCI MSCI INC 0.0%
Value ($000) $584 (-58.4%) Shares 1,017 (-58.9%) Est. Cost $534.96 Unrealized +4.7%
DFAR DIMENSIONAL US 0.0%
Value ($000) $2,604 (-23.8%) Shares 113,720 (-20.7%) Est. Cost $2.87 Unrealized
KMB KIMBERLY CLARK 0.0%
Value ($000) $659 (-55.1%) Shares 6,528 (-44.7%) Est. Cost $117.99 Unrealized -8.1%
BBIN JPMORGAN BETABUILDERS 1.7%
Value ($000) $145,743 (+0.6%) Shares 2,015,251 (-2.5%) Est. Cost $61.46 Unrealized
TLT ISHARES 20 0.0%
Value ($000) $2,326 (-25.6%) Shares 26,684 (-23.7%) Est. Cost $87.25 Unrealized
DEHP DIMENSIONAL EMERGING 0.0%
Value ($000) $1,849 (-30.2%) Shares 57,342 (-33.9%) Est. Cost $20.29 Unrealized
LNG CHENIERE ENERGY 0.0%
Value ($000) $393 (-67.0%) Shares 2,024 (-60.1%) Est. Cost $185.89 Unrealized +13.0%
VFH VANGUARD FINANCIALS 0.1%
Value ($000) $5,666 (-12.2%) Shares 42,443 (-13.7%) Est. Cost $77.29 Unrealized
PAVE GLOBAL X 0.0%
Value ($000) $261 (-75.1%) Shares 5,460 (-75.1%) Est. Cost $35.29 Unrealized
SPYI NEOS ETF TRUST 0.0%
Value ($000) $795 (-49.6%) Shares 15,142 (-49.9%) Est. Cost $50.38 Unrealized
PNR PENTAIR PLC 0.0%
Value ($000) $266 (-74.5%) Shares 2,557 (-72.9%) Est. Cost $70.02 Unrealized +52.4%
GD GENERAL DYNAMICS 0.1%
Value ($000) $4,529 (-14.7%) Shares 13,453 (-13.6%) Est. Cost $232.84 Unrealized +46.4%
AEE AMEREN CORP 0.0%
Value ($000) $271 (-74.1%) Shares 2,714 (-73.0%) Est. Cost $81.81 Unrealized +24.7%
PSX PHILLIPS 66 0.0%
Value ($000) $1,225 (-38.4%) Shares 9,494 (-35.1%) Est. Cost $100.01 Unrealized +34.0%
EWH ISHARES MSCI 0.0%
Value ($000) $1,089 (-40.9%) Shares 51,225 (-40.0%) Est. Cost $18.00 Unrealized
DVN DEVON ENERGY 0.0%
Value ($000) $1,617 (-31.5%) Shares 44,132 (-34.5%) Est. Cost $37.74 Unrealized -8.0%
BN BROOKFIELD CORP 0.0%
Value ($000) $837 (-47.0%) Shares 18,233 (-20.8%) Est. Cost $29.65 Unrealized +53.6%
DELL DELL TECHNOLOGIES 0.0%
Value ($000) $1,564 (-32.1%) Shares 12,422 (-23.5%) Est. Cost $107.77 Unrealized +30.6%
SCHW SCHWAB CHARLES 0.0%
Value ($000) $1,603 (-31.5%) Shares 16,043 (-34.6%) Est. Cost $75.67 Unrealized +25.2%
EWY ISHARES MSCI 0.0%
Value ($000) $1,124 (-39.2%) Shares 11,565 (-49.9%) Est. Cost $72.08 Unrealized
WPC W P CAREY 0.0%
Value ($000) $371 (-66.1%) Shares 5,764 (-64.4%) Est. Cost $46.45 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $712 (-50.4%) Shares 3,787 (-45.9%) Est. Cost $177.90 Unrealized +5.8%
EOG EOG RES INC 0.0%
Value ($000) $375 (-65.8%) Shares 3,572 (-63.5%) Est. Cost $104.59 Unrealized +2.5%
BUFZ FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $2,059 (-25.9%) Shares 77,604 (-27.6%) Est. Cost $23.49 Unrealized
DLN WISDOMTREE U S 0.0%
Value ($000) $247 (-74.3%) Shares 2,802 (-74.6%) Est. Cost $76.39 Unrealized
AME AMETEK INC 0.0%
Value ($000) $633 (-52.8%) Shares 3,083 (-56.8%) Est. Cost $140.66 Unrealized +38.2%
WELL WELLTOWER INC 0.0%
Value ($000) $998 (-41.5%) Shares 5,375 (-43.9%) Est. Cost $102.94 Unrealized +81.2%
BBAG JPMORGAN BETABUILDERS 0.0%
Value ($000) $450 (-61.1%) Shares 9,702 (-60.9%) Est. Cost $28.09 Unrealized
EG EVEREST GROUP 0.1%
Value ($000) $4,370 (-13.7%) Shares 12,879 (-11.0%) Est. Cost $349.23 Unrealized -5.4%
MANH MANHATTAN ASSOCS 0.0%
Value ($000) $337 (-67.3%) Shares 1,944 (-61.3%) Est. Cost $173.58 Unrealized +5.3%
NVO NOVO NORDISK 0.0%
Value ($000) $775 (-47.2%) Shares 15,222 (-42.4%) Est. Cost $98.04 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $673 (-50.6%) Shares 9,425 (-49.2%) Est. Cost $66.06 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $661 (-51.1%) Shares 3,280 (-52.0%) Est. Cost $139.97 Unrealized +35.8%
TRMB TRIMBLE INC 0.0%
Value ($000) $3,686 (-15.6%) Shares 47,042 (-12.1%) Est. Cost $71.30 Unrealized +11.8%
LMT LOCKHEED MARTIN 0.1%
Value ($000) $7,105 (-8.7%) Shares 14,690 (-5.8%) Est. Cost $404.55 Unrealized +17.7%
WDAY WORKDAY INC 0.0%
Value ($000) $202 (-77.0%) Shares 941 (-74.2%) Est. Cost $230.88 Unrealized -1.6%
SCZ ISHARES MSCI 0.1%
Value ($000) $7,686 (-8.0%) Shares 99,129 (-9.0%) Est. Cost $52.18 Unrealized
RCL ROYAL CARIBBEAN 0.0%
Value ($000) $336 (-66.5%) Shares 1,204 (-61.2%) Est. Cost $174.53 Unrealized +61.3%
XME STATE STREET 0.0%
Value ($000) $209 (-76.1%) Shares 2,020 (-78.5%) Est. Cost $23.94 Unrealized
IOT SAMSARA INC 0.1%
Value ($000) $8,066 (-7.6%) Shares 227,541 (-2.9%) Est. Cost $34.03 Unrealized +13.7%
DRI DARDEN RESTAURANTS 0.0%
Value ($000) $301 (-68.7%) Shares 1,635 (-67.6%) Est. Cost $159.58 Unrealized +14.1%
GFI GOLD FIELDS 0.1%
Value ($000) $4,378 (-12.9%) Shares 100,270 (-16.3%) Est. Cost $14.78 Unrealized
VOOG VANGUARD S&P 0.0%
Value ($000) $1,004 (-39.3%) Shares 2,259 (-40.5%) Est. Cost $172.58 Unrealized
CW CURTISS WRIGHT CORP DE 0.0%
Value ($000) $770 (-45.5%) Shares 1,397 (-46.3%) Est. Cost $258.08 Unrealized +116.1%
FDL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2,237 (-22.2%) Shares 50,459 (-23.8%) Est. Cost $18.73 Unrealized
VEU VANGUARD FTSE 0.0%
Value ($000) $3,140 (-16.9%) Shares 42,685 (-19.4%) Est. Cost $45.09 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $10,789 (-5.6%) Shares 92,460 (-17.9%) Est. Cost $47.05 Unrealized +120.3%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $4,189 (-13.0%) Shares 43,670 (-17.7%) Est. Cost $87.74 Unrealized +4.3%
ETN EATON CORP 0.0%
Value ($000) $2,485 (-20.0%) Shares 7,803 (-6.0%) Est. Cost $160.38 Unrealized +121.0%
BTC GRAYSCALE BITCOIN 0.0%
Value ($000) $794 (-43.8%) Shares 20,495 (-26.5%) Est. Cost $43.92 Unrealized
IVLU ISHARES MSCI 0.2%
Value ($000) $15,114 (+4.2%) Shares 397,226 (-2.8%) Est. Cost $19.69 Unrealized
MSI MOTOROLA SOLUTIONS 0.0%
Value ($000) $1,349 (-31.1%) Shares 3,520 (-17.8%) Est. Cost $374.11 Unrealized +7.1%
PRI PRIMERICA INC 0.0%
Value ($000) $740 (-45.1%) Shares 2,864 (-41.0%) Est. Cost $233.61 Unrealized +11.7%
MS MORGAN STANLEY 0.0%
Value ($000) $3,806 (-13.8%) Shares 21,436 (-22.8%) Est. Cost $77.65 Unrealized +114.4%
CTVA CORTEVA INC 0.0%
Value ($000) $1,085 (-35.8%) Shares 16,180 (-35.3%) Est. Cost $52.15 Unrealized +23.8%
DVA DAVITA INC 0.0%
Value ($000) $352 (-63.1%) Shares 3,100 (-56.9%) Est. Cost $126.14 Unrealized -3.6%
WAB WABTEC 0.0%
Value ($000) $364 (-62.3%) Shares 1,707 (-64.6%) Est. Cost $118.44 Unrealized +73.4%
DEO DIAGEO PLC 0.0%
Value ($000) $790 (-43.1%) Shares 9,162 (-37.0%) Est. Cost $147.66 Unrealized
BSMW INVESCO BULLETSHARES 0.0%
Value ($000) $630 (-48.7%) Shares 25,108 (-48.9%) Est. Cost $25.27 Unrealized
TMO THERMO FISHER 0.0%
Value ($000) $2,262 (-20.8%) Shares 3,904 (-33.7%) Est. Cost $512.18 Unrealized +10.3%
HAL HALLIBURTON CO 0.0%
Value ($000) $2,350 (-20.0%) Shares 83,162 (-30.3%) Est. Cost $25.55 Unrealized +2.9%
NTAP NETAPP INC 0.0%
Value ($000) $598 (-49.3%) Shares 5,584 (-43.9%) Est. Cost $92.73 Unrealized +22.5%
DLR DIGITAL REALTY 0.0%
Value ($000) $490 (-54.2%) Shares 3,165 (-48.8%) Est. Cost $122.75 Unrealized +32.9%
EQIX EQUINIX INC 0.0%
Value ($000) $508 (-53.3%) Shares 663 (-52.2%) Est. Cost $771.87 Unrealized +1.2%
BKHY BNY MELLON 0.0%
Value ($000) $2,963 (-16.2%) Shares 61,637 (-15.1%) Est. Cost $35.08 Unrealized
PODD INSULET CORP 0.0%
Value ($000) $559 (-50.5%) Shares 1,967 (-46.3%) Est. Cost $249.77 Unrealized +25.2%
BOND PIMCO ACTIVE 0.1%
Value ($000) $6,243 (-8.4%) Shares 67,073 (-8.1%) Est. Cost $88.97 Unrealized
LYFT LYFT INC 0.0%
Value ($000) $1,044 (-35.3%) Shares 53,910 (-26.4%) Est. Cost $14.37 Unrealized +44.6%
MKC MC CORMICK 0.0%
Value ($000) $246 (-69.7%) Shares 3,606 (-70.2%) Est. Cost $68.80 Unrealized -4.2%
RING ISHARES MSCI 0.0%
Value ($000) $271 (-67.5%) Shares 3,686 (-71.4%) Est. Cost $43.78 Unrealized
IJR ISHARES CORE 0.2%
Value ($000) $20,352 (-2.7%) Shares 169,346 (-3.8%) Est. Cost $90.96 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $1,100 (-33.7%) Shares 14,967 (-34.2%) Est. Cost $67.55 Unrealized +4.3%
SECT NORTHERN LTS FD TR IV 0.4%
Value ($000) $36,285 (-1.5%) Shares 562,302 (-3.8%) Est. Cost $46.55 Unrealized
CACI CACI INTERNATIONAL 0.0%
Value ($000) $336 (-62.3%) Shares 630 (-64.7%) Est. Cost $357.86 Unrealized +57.9%
SMB VANECK ETF TRUST 0.0%
Value ($000) $314 (-63.7%) Shares 18,039 (-63.7%) Est. Cost $16.93 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $6,400 (-7.9%) Shares 138,893 (-7.6%) Est. Cost $31.41 Unrealized
CHWY CHEWY INC 0.0%
Value ($000) $330 (-62.3%) Shares 9,999 (-53.8%) Est. Cost $35.36 Unrealized -1.8%
GDX VANECK GOLD 0.0%
Value ($000) $1,342 (-28.6%) Shares 15,651 (-36.4%) Est. Cost $28.46 Unrealized
IGM ISHARES EXPANDED 0.0%
Value ($000) $321 (-62.6%) Shares 2,487 (-63.6%) Est. Cost $110.89 Unrealized
CDNS CADENCE DESIGN 0.0%
Value ($000) $913 (-36.6%) Shares 2,921 (-28.7%) Est. Cost $279.91 Unrealized +16.6%
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $5,921 (-8.1%) Shares 64,003 (-7.0%) Est. Cost $64.60 Unrealized
VUSB VANGUARD ULTRA 0.0%
Value ($000) $2,895 (-15.3%) Shares 58,079 (-15.0%) Est. Cost $49.54 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $1,383 (-27.3%) Shares 7,472 (-26.3%) Est. Cost $123.08 Unrealized +46.2%
MP MP MATERIALS 0.0%
Value ($000) $234 (-68.9%) Shares 4,628 (-58.7%) Est. Cost $62.91 Unrealized +0.8%
VGSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $13,826 (-3.6%) Shares 235,417 (-3.4%) Est. Cost $54.22 Unrealized
BSMU INVESCO BULLETSHARES 0.0%
Value ($000) $1,047 (-33.0%) Shares 47,539 (-33.3%) Est. Cost $21.89 Unrealized
TOL TOLL BROTHERS 0.0%
Value ($000) $224 (-69.6%) Shares 1,657 (-69.0%) Est. Cost $105.78 Unrealized +28.3%
BSMV INVESCO BULLETSHARES 0.0%
Value ($000) $730 (-41.3%) Shares 34,518 (-41.6%) Est. Cost $21.13 Unrealized
BLK BLACKROCK FDG 0.0%
Value ($000) $2,251 (-18.5%) Shares 2,103 (-11.2%) Est. Cost $999.37 Unrealized +9.0%
ARKK ARK INNOVATION 0.0%
Value ($000) $1,034 (-33.0%) Shares 13,445 (-24.8%) Est. Cost $72.77 Unrealized
DOW DOW INC 0.0%
Value ($000) $499 (-50.5%) Shares 21,333 (-51.4%) Est. Cost $40.23 Unrealized -43.4%
IBDT ISHARES IBONDS 0.1%
Value ($000) $5,499 (-8.4%) Shares 216,042 (-8.2%) Est. Cost $24.93 Unrealized
IWS ISHARES RUSS 0.0%
Value ($000) $1,037 (-32.8%) Shares 7,350 (-33.4%) Est. Cost $101.47 Unrealized
MFC MANULIFE FINANCIAL 0.0%
Value ($000) $375 (-57.4%) Shares 10,325 (-63.4%) Est. Cost $19.19 Unrealized +76.9%
SNDK SANDISK CORP 0.0%
Value ($000) $1,124 (+80.8%) Shares 4,737 (-14.5%) Est. Cost $40.53 Unrealized +394.2%
TSN TYSON FOODS 0.0%
Value ($000) $1,536 (-24.6%) Shares 26,202 (-30.2%) Est. Cost $53.54 Unrealized +2.0%
AOA ISHARES CORE 0.0%
Value ($000) $389 (-56.1%) Shares 4,349 (-56.8%) Est. Cost $73.09 Unrealized
RACE FERRARI NV 0.0%
Value ($000) $251 (-66.5%) Shares 680 (-56.0%) Est. Cost $376.22 Unrealized +6.4%
ORI OLD REPUBLIC 0.0%
Value ($000) $4,093 (-10.8%) Shares 89,690 (-17.0%) Est. Cost $25.48 Unrealized +60.3%
ETR ENTERGY CORP 0.0%
Value ($000) $523 (-48.4%) Shares 5,656 (-47.9%) Est. Cost $58.66 Unrealized +61.2%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $1,476 (-24.9%) Shares 16,052 (-37.3%) Est. Cost $61.95 Unrealized
ELV ELEVANCE HEALTH 0.0%
Value ($000) $808 (-37.7%) Shares 2,305 (-42.5%) Est. Cost $428.63 Unrealized -21.4%
YUM YUM BRANDS INC 0.0%
Value ($000) $378 (-56.3%) Shares 2,499 (-56.0%) Est. Cost $122.63 Unrealized +20.4%
UEC URANIUM ENERGY 0.0%
Value ($000) $131 (-78.7%) Shares 11,219 (-75.7%) Est. Cost $6.23 Unrealized +110.8%
TTC TORO CO 0.0%
Value ($000) $705 (-40.7%) Shares 8,960 (-42.6%) Est. Cost $76.36 Unrealized -3.2%
APP APPLOVIN CORP 0.0%
Value ($000) $1,374 (-25.9%) Shares 2,039 (-21.0%) Est. Cost $300.01 Unrealized +110.0%
BLACKSTONE STRATEGIC 0.0%
Value ($000) $3,914 (-10.9%) Shares 332,233 (-8.0%) Est. Cost $2.56 Unrealized
FNF FIDELITY NATIONAL 0.0%
Value ($000) $515 (-48.1%) Shares 9,435 (-42.4%) Est. Cost $48.08 Unrealized +13.9%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,148 (-28.9%) Shares 15,302 (-30.6%) Est. Cost $55.56 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $580 (-44.6%) Shares 961 (-45.3%) Est. Cost $456.94 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $2,385 (-16.3%) Shares 32,462 (-18.5%) Est. Cost $55.88 Unrealized
MTZ MASTEC INC 0.0%
Value ($000) $405 (-53.4%) Shares 1,861 (-54.4%) Est. Cost $144.56 Unrealized +45.2%
ORLY O REILLY AUTOMOTIVE 0.0%
Value ($000) $1,188 (-28.1%) Shares 13,026 (-15.0%) Est. Cost $96.39 Unrealized +1.4%
ALL ALLSTATE CORP 0.0%
Value ($000) $511 (-47.5%) Shares 2,453 (-45.9%) Est. Cost $156.16 Unrealized +30.7%
VYMI VANGUARD INTL 0.0%
Value ($000) $1,569 (-22.7%) Shares 17,432 (-27.2%) Est. Cost $39.38 Unrealized
JCI JOHNSON CONTROLS 0.0%
Value ($000) $612 (-42.9%) Shares 5,112 (-47.6%) Est. Cost $78.25 Unrealized +46.7%
IBDS ISHARES IBONDS 0.1%
Value ($000) $4,898 (-8.5%) Shares 201,726 (-8.3%) Est. Cost $23.87 Unrealized
EAGG ISHARES ESG 0.0%
Value ($000) $1,119 (-28.9%) Shares 23,379 (-28.7%) Est. Cost $44.25 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $742 (-38.0%) Shares 3,299 (-17.4%) Est. Cost $231.09 Unrealized +22.1%
TFLO ISHARES TREASURY 0.0%
Value ($000) $1,910 (-19.3%) Shares 37,843 (-19.0%) Est. Cost $49.81 Unrealized
INTU INTUIT 0.0%
Value ($000) $1,829 (-19.7%) Shares 2,761 (-17.2%) Est. Cost $576.88 Unrealized +14.5%
CAH CARDINAL HEALTH 0.0%
Value ($000) $268 (-62.6%) Shares 1,304 (-71.4%) Est. Cost $107.50 Unrealized +74.6%
STZ CONSTELLATION BRANDS 0.0%
Value ($000) $606 (-42.5%) Shares 4,394 (-43.9%) Est. Cost $206.07 Unrealized -33.6%
BILZ PIMCO ULTRA 0.0%
Value ($000) $1,957 (-18.6%) Shares 19,423 (-18.3%) Est. Cost $101.20 Unrealized
FETH FIDELITY ETHEREUM FD 0.0%
Value ($000) $1,013 (-30.4%) Shares 34,200 (-2.3%) Est. Cost $24.73 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $416 (-51.5%) Shares 815 (-54.7%) Est. Cost $377.70 Unrealized +29.0%
WTS WATTS WATER 0.0%
Value ($000) $397 (-52.4%) Shares 1,440 (-51.8%) Est. Cost $208.88 Unrealized +32.1%
RKT ROCKET COS 0.0%
Value ($000) $213 (-67.0%) Shares 11,020 (-67.0%) Est. Cost $14.14 Unrealized +26.4%
DIVB ISHARES CORE 0.0%
Value ($000) $258 (-62.6%) Shares 4,863 (-63.2%) Est. Cost $28.55 Unrealized
NTNX NUTANIX INC 0.0%
Value ($000) $254 (-63.0%) Shares 4,914 (-46.7%) Est. Cost $71.98 Unrealized -15.1%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $962 (-31.0%) Shares 9,393 (-30.8%) Est. Cost $97.09 Unrealized +5.3%
NOBL PROSHARES S&P 0.0%
Value ($000) $1,967 (-17.9%) Shares 18,905 (-18.7%) Est. Cost $70.19 Unrealized
ALNY ALNYLAM PHARMACEUTICALS 0.0%
Value ($000) $1,686 (-20.2%) Shares 4,240 (-8.5%) Est. Cost $274.94 Unrealized +61.0%
LDUR PIMCO ENHANCED 0.0%
Value ($000) $1,527 (-21.9%) Shares 15,921 (-21.7%) Est. Cost $93.00 Unrealized
FNDF SCHWAB FUNDAMENTAL 0.0%
Value ($000) $498 (-46.1%) Shares 11,025 (-48.8%) Est. Cost $31.01 Unrealized
DUOL DUOLINGO INC 0.0%
Value ($000) $215 (-66.5%) Shares 1,224 (-38.5%) Est. Cost $438.78 Unrealized -46.3%
HCA HCA HEALTHCARE 0.0%
Value ($000) $746 (-36.3%) Shares 1,597 (-41.8%) Est. Cost $310.59 Unrealized +49.3%
PL PLANET LABS 0.0%
Value ($000) $1,284 (+49.2%) Shares 65,103 (-1.8%) Est. Cost $4.56 Unrealized +214.3%
J JACOBS SOLUTIONS 0.0%
Value ($000) $286 (-59.4%) Shares 2,160 (-54.1%) Est. Cost $122.56 Unrealized +19.5%
HIG HARTFORD INSURANCE 0.0%
Value ($000) $441 (-48.6%) Shares 3,198 (-50.3%) Est. Cost $80.66 Unrealized +63.1%
RUNN STRATEGIC TRUST 0.0%
Value ($000) $647 (-39.0%) Shares 19,394 (-37.3%) Est. Cost $33.84 Unrealized
MGM MGM RESORTS 0.0%
Value ($000) $887 (-31.8%) Shares 24,313 (-35.2%) Est. Cost $36.28 Unrealized -6.5%
ICE INTERCONTINENTAL EXCH 0.0%
Value ($000) $492 (-45.6%) Shares 3,037 (-43.5%) Est. Cost $123.85 Unrealized +26.1%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $644 (-38.9%) Shares 3,798 (-39.3%) Est. Cost $54.63 Unrealized +207.2%
DFUS DIMENSIONAL US 0.0%
Value ($000) $3,924 (-9.3%) Shares 52,899 (-11.4%) Est. Cost $38.68 Unrealized
GOVT ISHARES U S 0.1%
Value ($000) $12,439 (-3.1%) Shares 540,257 (-2.7%) Est. Cost $21.60 Unrealized
ADM ARCHER DANIELS 0.1%
Value ($000) $5,407 (-6.8%) Shares 94,047 (-3.2%) Est. Cost $58.33 Unrealized +2.0%
EPAM EPAM SYSTEMS 0.0%
Value ($000) $3,197 (-11.0%) Shares 15,605 (-34.5%) Est. Cost $164.18 Unrealized +8.6%
FS CREDIT 0.0%
Value ($000) $516 (-43.3%) Shares 81,840 (-37.8%) Est. Cost $5.38 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $865 (-31.3%) Shares 6,080 (-51.6%) Est. Cost $82.24 Unrealized +50.6%
BPOP POPULAR INC 0.0%
Value ($000) $382 (-50.7%) Shares 3,066 (-49.7%) Est. Cost $100.10 Unrealized +17.5%
RBRK RUBRIK INC 0.0%
Value ($000) $202 (-66.0%) Shares 2,643 (-63.4%) Est. Cost $83.53 Unrealized -8.2%
COR CENCORA INC 0.0%
Value ($000) $2,225 (-14.9%) Shares 6,587 (-21.3%) Est. Cost $233.04 Unrealized +46.2%
GM GENERAL MOTORS 0.0%
Value ($000) $2,332 (-14.3%) Shares 28,681 (-35.8%) Est. Cost $44.99 Unrealized +56.5%
RSG REPUBLIC SERVICES 0.0%
Value ($000) $701 (-35.7%) Shares 3,306 (-30.4%) Est. Cost $160.16 Unrealized +34.0%
BBVA BANCO BILBAO 0.0%
Value ($000) $1,312 (-22.9%) Shares 56,291 (-36.3%) Est. Cost $4.86 Unrealized
EFIV STATE STREET 0.1%
Value ($000) $5,540 (-6.6%) Shares 83,755 (-10.2%) Est. Cost $41.65 Unrealized
FTEC FIDELITY MSCI 0.0%
Value ($000) $367 (-51.3%) Shares 1,632 (-51.9%) Est. Cost $184.37 Unrealized
LLY ELI LILLY 0.3%
Value ($000) $29,321 (+1.3%) Shares 27,283 (-28.1%) Est. Cost $411.30 Unrealized +132.3%
PRU PRUDENTIAL FINANCIAL 0.0%
Value ($000) $1,024 (-27.3%) Shares 9,073 (-33.2%) Est. Cost $85.31 Unrealized +24.9%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $386 (-49.9%) Shares 4,845 (-49.7%) Est. Cost $79.07 Unrealized
GIII G-III APPAREL 0.0%
Value ($000) $3,379 (-10.2%) Shares 116,668 (-17.5%) Est. Cost $25.28 Unrealized +12.7%
FIXD FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,857 (-17.1%) Shares 41,905 (-16.9%) Est. Cost $44.14 Unrealized
EQT EQT CORP 0.0%
Value ($000) $627 (-37.8%) Shares 11,689 (-36.8%) Est. Cost $31.61 Unrealized +77.6%
ACWX ISHARES MSCI 0.0%
Value ($000) $306 (-55.2%) Shares 4,556 (-56.7%) Est. Cost $56.16 Unrealized
TIP ISHARES TIPS 0.0%
Value ($000) $970 (-27.9%) Shares 8,826 (-27.1%) Est. Cost $98.90 Unrealized
XSMO INVESCO S&P 0.0%
Value ($000) $2,458 (-13.1%) Shares 34,138 (-11.2%) Est. Cost $71.43 Unrealized
RIVN RIVIAN AUTOMOTIVE 0.0%
Value ($000) $235 (-61.0%) Shares 11,916 (-71.0%) Est. Cost $19.28 Unrealized -17.6%
MC MOELIS & COMPANY 0.0%
Value ($000) $309 (-54.2%) Shares 4,497 (-52.4%) Est. Cost $52.25 Unrealized +25.9%
IWN ISHARES RUSSELL 0.0%
Value ($000) $1,257 (-22.5%) Shares 6,939 (-24.4%) Est. Cost $156.80 Unrealized
AXP AMERICAN EXPRESS 0.1%
Value ($000) $5,804 (-5.9%) Shares 15,689 (-15.5%) Est. Cost $164.74 Unrealized +116.7%
CCK CROWN HLDGS INC 0.0%
Value ($000) $495 (-42.3%) Shares 4,809 (-45.9%) Est. Cost $90.70 Unrealized +7.3%
ARES ARES MANAGEMENT 0.0%
Value ($000) $987 (-26.8%) Shares 6,108 (-27.6%) Est. Cost $167.79 Unrealized -7.7%
SPYM SPDR SERIES TRUST 1.1%
Value ($000) $90,674 (+0.4%) Shares 1,130,317 (-2.0%) Est. Cost $38.51 Unrealized
IUSG ISHARES S&P 0.3%
Value ($000) $21,340 (-1.6%) Shares 127,067 (-3.6%) Est. Cost $74.66 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $2,316 (-13.3%) Shares 8,018 (-29.3%) Est. Cost $214.01 Unrealized +22.2%
A AGILENT TECHNOLOGIES 0.0%
Value ($000) $254 (-58.3%) Shares 1,869 (-60.7%) Est. Cost $124.00 Unrealized +15.9%
PEGA PEGASYSTEMS INC 0.0%
Value ($000) $759 (-31.9%) Shares 12,702 (-34.4%) Est. Cost $51.93 Unrealized +12.8%
SCHH SCHWAB US 0.0%
Value ($000) $205 (-63.4%) Shares 9,796 (-62.2%) Est. Cost $10.80 Unrealized
ROK ROCKWELL AUTOMATION 0.0%
Value ($000) $2,611 (-11.9%) Shares 6,712 (-20.9%) Est. Cost $256.63 Unrealized +46.2%
AM ANTERO MIDSTREAM 0.0%
Value ($000) $410 (-46.0%) Shares 23,021 (-41.0%) Est. Cost $14.96 Unrealized +18.6%
STX SEAGATE TECHNOLOGY 0.0%
Value ($000) $870 (-28.5%) Shares 3,161 (-38.7%) Est. Cost $85.60 Unrealized +202.5%
BK BANK NEW YORK 0.0%
Value ($000) $3,603 (-8.8%) Shares 31,033 (-14.4%) Est. Cost $53.67 Unrealized +105.9%
SLB SLB LIMITED 0.0%
Value ($000) $1,795 (-16.0%) Shares 46,775 (-24.8%) Est. Cost $45.86 Unrealized -21.4%
BKGI BNY MELLON 0.0%
Value ($000) $563 (-37.7%) Shares 13,962 (-39.9%) Est. Cost $39.14 Unrealized
DKNG DRAFTKINGS INC 0.0%
Value ($000) $673 (-33.5%) Shares 19,532 (-27.8%) Est. Cost $32.46 Unrealized +1.3%
CARR CARRIER GLOBAL 0.0%
Value ($000) $880 (-27.8%) Shares 16,657 (-18.4%) Est. Cost $48.15 Unrealized +15.3%
ETH GRAYSCALE ETHEREUM 0.0%
Value ($000) $364 (-48.1%) Shares 12,983 (-27.6%) Est. Cost $39.18 Unrealized
TFX TELEFLEX INCORPORATED 0.0%
Value ($000) $265 (-56.0%) Shares 2,171 (-55.9%) Est. Cost $120.66 Unrealized +0.3%
BLACKSTONE SENIOR 0.0%
Value ($000) $1,637 (-17.0%) Shares 121,231 (-13.6%) Est. Cost $15.53 Unrealized
DTE DTE ENERGY 0.0%
Value ($000) $562 (-37.3%) Shares 4,354 (-31.3%) Est. Cost $111.85 Unrealized +20.5%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $392 (-45.9%) Shares 2,338 (-44.9%) Est. Cost $128.17 Unrealized +34.4%
BP BP PLC 0.0%
Value ($000) $891 (-27.2%) Shares 25,654 (-27.8%) Est. Cost $23.35 Unrealized
DIVO AMPLIFY CWP 0.0%
Value ($000) $1,023 (-24.4%) Shares 22,994 (-24.3%) Est. Cost $40.17 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $1,326 (-19.7%) Shares 16,695 (-15.0%) Est. Cost $81.30 Unrealized +2.0%
FLOT ISHARES FLOATING 0.0%
Value ($000) $2,623 (-10.8%) Shares 51,564 (-10.4%) Est. Cost $50.80 Unrealized
BSCS INVESCO BULLETSHARES 0.0%
Value ($000) $3,708 (-7.9%) Shares 179,993 (-8.0%) Est. Cost $19.93 Unrealized
GOLF ACUSHNET HOLDINGS 0.0%
Value ($000) $299 (-51.3%) Shares 3,740 (-52.1%) Est. Cost $61.48 Unrealized +32.0%
ABNB AIRBNB INC 0.0%
Value ($000) $1,501 (-17.3%) Shares 11,060 (-26.0%) Est. Cost $130.29 Unrealized -4.4%
CRVL CORVEL CORP 0.0%
Value ($000) $210 (-59.9%) Shares 3,097 (-54.1%) Est. Cost $93.55 Unrealized -22.6%
HACK AMPLIFY CYBERSECURITY 0.0%
Value ($000) $897 (-25.8%) Shares 11,165 (-19.8%) Est. Cost $68.37 Unrealized
YEAR AB ULTRA 0.0%
Value ($000) $392 (-44.2%) Shares 7,773 (-44.0%) Est. Cost $50.60 Unrealized
BHP BHP GROUP 0.0%
Value ($000) $448 (-40.9%) Shares 7,428 (-45.4%) Est. Cost $55.04 Unrealized
FEX FIRST TRUST 0.0%
Value ($000) $904 (-25.5%) Shares 7,625 (-26.7%) Est. Cost $37.39 Unrealized
IEV ISHARES EUROPE 0.1%
Value ($000) $9,645 (+3.3%) Shares 140,594 (-1.4%) Est. Cost $43.58 Unrealized
NXPI NXP SEMICONDUCTORS 0.0%
Value ($000) $1,418 (-17.7%) Shares 6,534 (-13.7%) Est. Cost $183.49 Unrealized +16.5%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $1,336 (-18.6%) Shares 19,844 (-14.0%) Est. Cost $64.82 Unrealized +7.3%
APA APA CORP 0.0%
Value ($000) $685 (-30.8%) Shares 27,994 (-31.3%) Est. Cost $26.29 Unrealized -8.2%
SSD SIMPSON MANUFACTURING 0.0%
Value ($000) $589 (-33.9%) Shares 3,646 (-31.5%) Est. Cost $144.95 Unrealized +16.4%
PB PROSPERITY BANCSHARES 0.0%
Value ($000) $219 (-58.0%) Shares 3,164 (-59.6%) Est. Cost $67.39 Unrealized -0.5%
WBD WARNER BROS 0.0%
Value ($000) $409 (-42.1%) Shares 14,180 (-60.8%) Est. Cost $13.14 Unrealized +77.8%
FV FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $9,968 (-2.9%) Shares 158,429 (-4.4%) Est. Cost $45.05 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $878 (-25.2%) Shares 28,763 (-29.2%) Est. Cost $18.15 Unrealized +53.6%
CNQ CANADIAN NATURAL 0.0%
Value ($000) $234 (-55.8%) Shares 6,900 (-58.3%) Est. Cost $31.60 Unrealized +2.6%
NU NU HOLDINGS 0.0%
Value ($000) $353 (-45.4%) Shares 21,081 (-47.8%) Est. Cost $12.53 Unrealized +28.3%
SONY SONY GROUP 0.0%
Value ($000) $498 (-37.1%) Shares 19,468 (-29.2%) Est. Cost $34.69 Unrealized
TLN TALEN ENERGY 0.0%
Value ($000) $608 (-32.5%) Shares 1,622 (-23.4%) Est. Cost $213.97 Unrealized +81.7%
AMP AMERIPRISE FINANCIAL 0.0%
Value ($000) $1,378 (-17.4%) Shares 2,810 (-17.3%) Est. Cost $335.35 Unrealized +41.3%
NLY ANNALY CAPITAL 0.0%
Value ($000) $226 (-56.1%) Shares 10,129 (-60.3%) Est. Cost $17.78 Unrealized
TTWO TAKE-TWO INTERACTIVE 0.0%
Value ($000) $243 (-54.2%) Shares 951 (-53.8%) Est. Cost $201.69 Unrealized +23.6%
SJNK STATE STREET 0.0%
Value ($000) $578 (-33.3%) Shares 22,809 (-32.5%) Est. Cost $25.29 Unrealized
TTD THE TRADE DESK INC 0.0%
Value ($000) $202 (-58.6%) Shares 5,316 (-46.5%) Est. Cost $71.98 Unrealized -38.4%
GL GLOBE LIFE 0.0%
Value ($000) $390 (-42.3%) Shares 2,787 (-41.0%) Est. Cost $120.89 Unrealized +12.0%
TRGP TARGA RES CORP 0.0%
Value ($000) $323 (-46.8%) Shares 1,751 (-51.7%) Est. Cost $93.60 Unrealized +79.6%
BWA BORG WARNER 0.0%
Value ($000) $655 (-30.1%) Shares 14,536 (-31.9%) Est. Cost $32.82 Unrealized +33.1%
USHY ISHARES BROAD 0.0%
Value ($000) $501 (-36.0%) Shares 13,405 (-35.3%) Est. Cost $36.78 Unrealized
EATON VANCE 0.0%
Value ($000) $267 (-51.0%) Shares 14,276 (-49.4%) Est. Cost $18.01 Unrealized
HG HAMILTON INSURANCE 0.0%
Value ($000) $3,687 (-7.0%) Shares 132,140 (-17.3%) Est. Cost $22.82 Unrealized +13.7%
CLS CELESTICA INC 0.0%
Value ($000) $404 (-40.5%) Shares 1,367 (-50.4%) Est. Cost $106.30 Unrealized +183.5%
PFFA VIRTUS INFRACAP 0.0%
Value ($000) $308 (-46.9%) Shares 14,308 (-46.5%) Est. Cost $20.85 Unrealized
ONEQ FIDELITY NASDAQ 0.0%
Value ($000) $250 (-51.9%) Shares 2,740 (-53.1%) Est. Cost $73.50 Unrealized
CG CARLYLE GROUP 0.0%
Value ($000) $202 (-57.1%) Shares 3,419 (-54.5%) Est. Cost $42.46 Unrealized +32.6%
VFQY VANGUARD US 0.0%
Value ($000) $1,185 (-18.5%) Shares 7,724 (-19.9%) Est. Cost $41.92 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $433 (-38.3%) Shares 3,172 (-39.2%) Est. Cost $100.50 Unrealized +30.1%
CALAMOS GLOBAL TOTAL RETURN 0.0%
Value ($000) $1,807 (-12.9%) Shares 158,611 (-8.0%) Est. Cost $12.04 Unrealized
MPLX MPLX 0.0%
Value ($000) $571 (-32.0%) Shares 10,690 (-36.4%) Est. Cost $23.83 Unrealized
CTA SIMPLIFY MANAGED 0.0%
Value ($000) $857 (-23.6%) Shares 31,423 (-21.6%) Est. Cost $28.48 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $3,160 (-7.7%) Shares 33,753 (-6.8%) Est. Cost $84.13 Unrealized +7.0%
ROL ROLLINS INC 0.0%
Value ($000) $215 (-55.0%) Shares 3,587 (-55.9%) Est. Cost $46.46 Unrealized +26.3%
FTHI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $3,118 (-7.7%) Shares 132,028 (-7.3%) Est. Cost $8.08 Unrealized
AIG AMERICAN INTL 0.0%
Value ($000) $296 (-46.7%) Shares 3,454 (-51.1%) Est. Cost $55.04 Unrealized +44.8%
DINO HF SINCLAIR 0.0%
Value ($000) $221 (-53.8%) Shares 4,797 (-47.5%) Est. Cost $33.55 Unrealized +52.9%
CDC VICTORYSHARES U S 0.1%
Value ($000) $7,081 (-3.5%) Shares 107,464 (-2.3%) Est. Cost $47.68 Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $747 (-25.6%) Shares 14,268 (-15.0%) Est. Cost $59.02 Unrealized -11.7%
AR ANTERO RESOURCES 0.0%
Value ($000) $404 (-38.6%) Shares 11,729 (-40.2%) Est. Cost $30.73 Unrealized +10.2%
AVDV AVANTIS INTL 0.0%
Value ($000) $597 (-29.7%) Shares 6,352 (-33.4%) Est. Cost $77.20 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $502 (-33.2%) Shares 6,475 (-32.9%) Est. Cost $36.50 Unrealized +109.5%
NTRA NATERA INC 0.0%
Value ($000) $1,326 (+23.1%) Shares 5,787 (-13.5%) Est. Cost $154.19 Unrealized +35.3%
JOBY JOBY AVIATION 0.0%
Value ($000) $210 (-54.1%) Shares 15,875 (-43.9%) Est. Cost $10.13 Unrealized +51.5%
IJT ISHARES S&P 0.0%
Value ($000) $3,666 (-6.3%) Shares 25,969 (-6.0%) Est. Cost $85.73 Unrealized
EEM ISHARES MSCI 0.0%
Value ($000) $1,864 (-11.5%) Shares 34,062 (-13.6%) Est. Cost $39.30 Unrealized
MHK MOHAWK INDS 0.0%
Value ($000) $397 (-37.8%) Shares 3,636 (-26.6%) Est. Cost $106.50 Unrealized +7.8%
LYB LYONDELLBASELL INDUSTRIE 0.0%
Value ($000) $273 (-46.8%) Shares 6,303 (-39.8%) Est. Cost $68.68 Unrealized -35.3%
PWZ INVESCO CALIFORNIA 0.0%
Value ($000) $913 (-20.8%) Shares 37,808 (-21.6%) Est. Cost $23.84 Unrealized
IRM IRON MOUNTAIN 0.0%
Value ($000) $542 (-30.7%) Shares 6,538 (-14.8%) Est. Cost $51.62 Unrealized +79.7%
KHC KRAFT HEINZ 0.0%
Value ($000) $374 (-38.9%) Shares 15,429 (-34.4%) Est. Cost $30.88 Unrealized -20.2%
VIRTUS EQUITY & CONV INCM FD 0.0%
Value ($000) $1,154 (-17.1%) Shares 46,303 (-16.4%) Est. Cost $21.01 Unrealized
SMFG SUMITOMO MITSUI 0.0%
Value ($000) $215 (-52.3%) Shares 11,125 (-58.7%) Est. Cost $0.60 Unrealized
ICLR ICON PLC 0.0%
Value ($000) $3,767 (-5.9%) Shares 20,675 (-9.6%) Est. Cost $179.00 Unrealized -0.5%
HPQ HP INC 0.0%
Value ($000) $987 (-19.2%) Shares 44,293 (-1.3%) Est. Cost $26.00 Unrealized -2.9%
FERG FERGUSON ENTERPRISES 0.0%
Value ($000) $297 (-44.1%) Shares 1,334 (-43.7%) Est. Cost $193.46 Unrealized +23.0%
IBTL ISHARES IBONDS 0.0%
Value ($000) $531 (-30.5%) Shares 25,870 (-30.4%) Est. Cost $20.44 Unrealized
XMMO INVESCO S&P 0.0%
Value ($000) $2,875 (-7.5%) Shares 20,766 (-9.7%) Est. Cost $132.33 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $269 (-46.0%) Shares 3,392 (-50.2%) Est. Cost $60.70 Unrealized +26.2%
DJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $214 (-51.6%) Shares 4,500 (-52.5%) Est. Cost $44.87 Unrealized
OC OWENS CORNING 0.0%
Value ($000) $220 (-50.4%) Shares 1,968 (-37.2%) Est. Cost $139.08 Unrealized -15.6%
VMC VULCAN MATERIALS 0.0%
Value ($000) $287 (-43.7%) Shares 1,007 (-39.3%) Est. Cost $228.74 Unrealized +28.2%
LCTD BLACKROCK ISHARES 0.0%
Value ($000) $215 (-50.8%) Shares 3,928 (-52.0%) Est. Cost $45.07 Unrealized
BAM BROOKFIELD ASSET 0.0%
Value ($000) $210 (-51.3%) Shares 4,014 (-47.0%) Est. Cost $34.07 Unrealized +57.0%
SCHR SCHWAB INTERMEDIATE 0.0%
Value ($000) $593 (-27.1%) Shares 23,654 (-27.0%) Est. Cost $37.86 Unrealized
FCN FTI CONSULTING 0.0%
Value ($000) $309 (-41.6%) Shares 1,809 (-44.8%) Est. Cost $170.42 Unrealized -3.3%
EMB ISHARES JPMORGAN 0.1%
Value ($000) $6,864 (-3.1%) Shares 71,287 (-4.2%) Est. Cost $72.17 Unrealized
EIPX FIRST TRUST 0.0%
Value ($000) $1,110 (-16.4%) Shares 41,991 (-17.2%) Est. Cost $23.74 Unrealized
HDV ISHARES CORE 0.0%
Value ($000) $3,221 (-6.3%) Shares 26,483 (-5.7%) Est. Cost $107.80 Unrealized
NULV NUVEEN ESG 0.0%
Value ($000) $753 (-22.4%) Shares 16,710 (-24.5%) Est. Cost $27.80 Unrealized
TFI STATE STREET 0.0%
Value ($000) $822 (-20.7%) Shares 17,979 (-21.0%) Est. Cost $16.28 Unrealized
EW EDWARDS LIFESCIENCES 0.0%
Value ($000) $710 (-23.2%) Shares 8,331 (-29.9%) Est. Cost $76.72 Unrealized +7.0%
VTRS VIATRIS INC 0.0%
Value ($000) $484 (-30.7%) Shares 38,836 (-44.9%) Est. Cost $9.54 Unrealized +12.4%
SPROTT FOCUS TR INC 0.0%
Value ($000) $2,172 (-9.0%) Shares 250,275 (-12.8%) Est. Cost $5.88 Unrealized
AXS AXIS CAPITAL 0.0%
Value ($000) $4,165 (-4.9%) Shares 38,895 (-14.9%) Est. Cost $79.68 Unrealized +24.7%
CMG CHIPOTLE MEXICAN 0.0%
Value ($000) $521 (-29.1%) Shares 14,068 (-24.9%) Est. Cost $60.71 Unrealized -40.4%
CBRE CBRE GROUP 0.0%
Value ($000) $258 (-45.3%) Shares 1,603 (-46.4%) Est. Cost $133.35 Unrealized +17.9%
HUBS HUBSPOT INC 0.0%
Value ($000) $913 (-18.9%) Shares 2,276 (-5.5%) Est. Cost $528.57 Unrealized -21.6%
AOS SMITH AO 0.0%
Value ($000) $243 (-46.7%) Shares 3,629 (-41.5%) Est. Cost $64.65 Unrealized +4.3%
STBA S&T BANCORP 0.0%
Value ($000) $3,439 (-5.8%) Shares 87,396 (-10.0%) Est. Cost $33.52 Unrealized +15.2%
QQQI NEOS NASDAQ 0.0%
Value ($000) $314 (-40.4%) Shares 5,826 (-40.0%) Est. Cost $52.96 Unrealized
USIG ISHARES BROAD 0.0%
Value ($000) $736 (-22.3%) Shares 14,219 (-21.6%) Est. Cost $52.83 Unrealized
PHM PULTE GROUP INC 0.0%
Value ($000) $251 (-45.7%) Shares 2,139 (-38.8%) Est. Cost $89.26 Unrealized +37.2%
FIX COMFORT SYS USA INC 0.0%
Value ($000) $3,457 (-5.7%) Shares 3,705 (-16.6%) Est. Cost $422.93 Unrealized +118.2%
WTFC WINTRUST FINANCIAL 0.0%
Value ($000) $249 (-45.8%) Shares 1,778 (-48.6%) Est. Cost $101.56 Unrealized +31.0%
CWB STATE STREET 0.0%
Value ($000) $446 (-31.9%) Shares 4,998 (-30.9%) Est. Cost $5.95 Unrealized
DFAX DIMENSIONAL WORLD 0.1%
Value ($000) $11,070 (+1.9%) Shares 338,211 (-2.3%) Est. Cost $14.53 Unrealized
RHI ROBERT HALF 0.0%
Value ($000) $329 (-38.4%) Shares 12,131 (-23.0%) Est. Cost $45.45 Unrealized -37.2%
IQLT ISHARES MSCI 0.0%
Value ($000) $1,522 (-11.8%) Shares 33,485 (-14.2%) Est. Cost $39.37 Unrealized
EWT ISHARES INC 0.0%
Value ($000) $1,340 (-13.1%) Shares 21,098 (-13.0%) Est. Cost $48.58 Unrealized
BSJQ INVESCO BULLETSHARES 0.0%
Value ($000) $3,713 (-5.1%) Shares 159,079 (-4.9%) Est. Cost $22.15 Unrealized
NBIX NEUROCRINE BIOSCIENCES 0.0%
Value ($000) $944 (-17.4%) Shares 6,659 (-18.3%) Est. Cost $127.61 Unrealized +13.5%
ARCC ARES CAPITAL 0.0%
Value ($000) $757 (-20.7%) Shares 37,401 (-20.0%) Est. Cost $16.32 Unrealized +21.3%
UAMY UNITED STATES ANTIMONY CORP 0.0%
Value ($000) $105 (-65.3%) Shares 20,929 (-57.1%) Est. Cost $4.18 Unrealized +87.9%
TEMPLETON EMERGING MKTS FD 0.0%
Value ($000) $1,824 (-9.7%) Shares 107,082 (-11.3%) Est. Cost $11.66 Unrealized
IYH ISHARES U S 0.0%
Value ($000) $609 (-24.2%) Shares 9,352 (-31.7%) Est. Cost $83.19 Unrealized
FIRST TR HIGH YIELD OPPRT 20 0.0%
Value ($000) $1,333 (-12.7%) Shares 94,719 (-10.1%) Est. Cost $13.13 Unrealized
HWM HOWMET AEROSPACE 0.0%
Value ($000) $1,117 (-14.6%) Shares 5,451 (-18.3%) Est. Cost $123.78 Unrealized +60.8%
U UNITY SOFTWARE 0.0%
Value ($000) $3,813 (-4.7%) Shares 86,322 (-13.7%) Est. Cost $32.15 Unrealized +26.8%
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $3,314 (+6.0%) Shares 5,851 (-16.3%) Est. Cost $367.65 Unrealized +44.8%
PPG PPG INDS INC 0.0%
Value ($000) $702 (-21.2%) Shares 6,853 (-19.1%) Est. Cost $115.13 Unrealized -13.0%
INCY INCYTE CORP 0.0%
Value ($000) $1,224 (-13.3%) Shares 12,388 (-25.6%) Est. Cost $65.60 Unrealized +47.5%
MRSH MARSH & MCLENNAN 0.0%
Value ($000) $650 (-22.3%) Shares 3,503 (-15.5%) Est. Cost $179.75 Unrealized +3.7%
XJH ISHARES ESG 0.0%
Value ($000) $406 (-31.4%) Shares 9,099 (-32.6%) Est. Cost $41.70 Unrealized
MGC VANGUARD MEGA 0.0%
Value ($000) $675 (-21.6%) Shares 2,689 (-23.8%) Est. Cost $190.95 Unrealized
PHO INVESCO WATER 0.0%
Value ($000) $853 (-17.7%) Shares 12,112 (-15.7%) Est. Cost $52.91 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $2,433 (+8.1%) Shares 32,750 (-2.6%) Est. Cost $67.69 Unrealized
EUSB ISHARES ESG 0.0%
Value ($000) $254 (-41.7%) Shares 5,776 (-41.7%) Est. Cost $43.29 Unrealized
PPA INVESCO AEROSPACE 0.0%
Value ($000) $1,932 (-8.5%) Shares 12,333 (-9.2%) Est. Cost $91.86 Unrealized
VXF VANGUARD EXTENDED 0.0%
Value ($000) $982 (-15.5%) Shares 4,696 (-15.4%) Est. Cost $126.62 Unrealized
CIEN CIENA CORP 0.0%
Value ($000) $782 (-18.6%) Shares 3,344 (-49.3%) Est. Cost $72.84 Unrealized +166.3%
ALB ALBEMARLE CORP 0.0%
Value ($000) $547 (+47.4%) Shares 3,867 (-15.5%) Est. Cost $163.47 Unrealized -30.7%
CFO VICTORYSHARES US 0.1%
Value ($000) $7,574 (-2.3%) Shares 102,567 (-2.3%) Est. Cost $48.34 Unrealized
GEHC GE HEALTHCARE 0.0%
Value ($000) $1,113 (-13.6%) Shares 13,568 (-20.8%) Est. Cost $73.58 Unrealized +5.9%
COWZ PACER US 0.0%
Value ($000) $2,873 (-5.6%) Shares 47,747 (-9.9%) Est. Cost $49.57 Unrealized
EWG ISHARES MSCI 0.0%
Value ($000) $594 (-22.2%) Shares 13,971 (-23.8%) Est. Cost $29.57 Unrealized
IEFA ISHARES CORE 0.7%
Value ($000) $57,393 (-0.3%) Shares 641,554 (-2.7%) Est. Cost $59.59 Unrealized
IJH ISHARES CORE 0.4%
Value ($000) $34,452 (-0.5%) Shares 522,007 (-1.6%) Est. Cost $83.53 Unrealized
EQH EQUITABLE HOLDINGS 0.0%
Value ($000) $369 (-31.4%) Shares 7,734 (-26.9%) Est. Cost $33.41 Unrealized +41.4%
BKLN INVESCO SENIOR 0.0%
Value ($000) $2,409 (-6.5%) Shares 114,697 (-6.8%) Est. Cost $20.62 Unrealized
COHEN & STEERS 0.0%
Value ($000) $223 (-42.8%) Shares 11,533 (-39.5%) Est. Cost $19.80 Unrealized
IBMO ISHARES IBONDS 0.1%
Value ($000) $9,660 (-1.7%) Shares 376,796 (-1.6%) Est. Cost $20.25 Unrealized
VOYA GLBL ADV & PREM OPP FD 0.0%
Value ($000) $1,155 (-12.5%) Shares 118,805 (-10.7%) Est. Cost $5.88 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $791 (-17.2%) Shares 15,460 (-17.9%) Est. Cost $51.05 Unrealized
UTHR UNITED THERAPEUTICS 0.1%
Value ($000) $4,844 (-3.2%) Shares 9,942 (-16.7%) Est. Cost $318.60 Unrealized +46.2%
AA ALCOA CORP 0.1%
Value ($000) $4,529 (+3.5%) Shares 85,229 (-36.0%) Est. Cost $31.70 Unrealized +29.0%
IBTK ISHARES IBONDS 0.0%
Value ($000) $1,202 (-11.2%) Shares 60,547 (-11.1%) Est. Cost $19.61 Unrealized
ACN ACCENTURE PLC 0.0%
Value ($000) $4,036 (+3.9%) Shares 15,044 (-4.5%) Est. Cost $289.88 Unrealized -12.4%
BLACKROCK CAPITAL 0.0%
Value ($000) $1,298 (-10.4%) Shares 91,652 (-6.4%) Est. Cost $15.06 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $1,048 (-12.5%) Shares 7,703 (-8.4%) Est. Cost $98.16 Unrealized +61.0%
ROYCE GLOBAL TRUST INC 0.0%
Value ($000) $1,119 (-11.8%) Shares 85,327 (-12.9%) Est. Cost $8.28 Unrealized
LGLV STATE STREET 0.0%
Value ($000) $707 (-17.4%) Shares 4,025 (-16.1%) Est. Cost $126.35 Unrealized
SUSB ISHARES TRUST 0.0%
Value ($000) $493 (-23.1%) Shares 19,527 (-22.9%) Est. Cost $25.14 Unrealized
FSK FS KKR 0.0%
Value ($000) $968 (-13.2%) Shares 65,361 (-12.5%) Est. Cost $12.39 Unrealized +18.6%
MGA MAGNA INTERNATIONAL 0.0%
Value ($000) $527 (-21.9%) Shares 9,893 (-30.5%) Est. Cost $41.61 Unrealized +17.5%
VLTO VERALTO CORP 0.0%
Value ($000) $625 (-19.1%) Shares 6,260 (-13.5%) Est. Cost $91.97 Unrealized +9.8%
DGX QUEST DIAGNOSTICS 0.0%
Value ($000) $359 (-29.0%) Shares 2,071 (-22.1%) Est. Cost $135.46 Unrealized +34.4%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $243 (-37.7%) Shares 3,609 (-21.8%) Est. Cost $76.09 Unrealized -6.9%
RWK INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1,275 (-10.3%) Shares 10,078 (-11.3%) Est. Cost $103.45 Unrealized
IYR ISHARES U S 0.0%
Value ($000) $448 (-24.6%) Shares 4,771 (-22.0%) Est. Cost $90.47 Unrealized
IWV ISHARES RUSSELL 0.0%
Value ($000) $1,636 (-8.1%) Shares 4,228 (-10.0%) Est. Cost $243.40 Unrealized
OTIS OTIS WORLDWIDE 0.0%
Value ($000) $659 (-18.0%) Shares 7,543 (-14.1%) Est. Cost $83.56 Unrealized +6.8%
XMHQ INVESCO S&P 0.0%
Value ($000) $226 (-39.0%) Shares 2,206 (-37.5%) Est. Cost $95.41 Unrealized
FTI TECHNIPFMC PLC 0.0%
Value ($000) $1,203 (-10.7%) Shares 26,995 (-20.9%) Est. Cost $30.79 Unrealized +37.1%
EA ELECTRONIC ARTS 0.0%
Value ($000) $333 (-30.1%) Shares 1,629 (-30.9%) Est. Cost $139.65 Unrealized +44.4%
PCT PURECYCLE TECHNOLOGIES 0.0%
Value ($000) $234 (-37.8%) Shares 27,193 (-4.8%) Est. Cost $7.56 Unrealized +40.4%
XYL XYLEM INC 0.0%
Value ($000) $375 (-27.4%) Shares 2,751 (-21.4%) Est. Cost $127.81 Unrealized +12.3%
FIRST TR ENHANCED EQUITY INC 0.0%
Value ($000) $1,545 (-8.4%) Shares 70,141 (-10.4%) Est. Cost $10.05 Unrealized
ADAMS DIVERSIFIED EQUITY FD 0.0%
Value ($000) $2,869 (-4.7%) Shares 123,048 (-8.8%) Est. Cost $15.82 Unrealized
MOAT VANECK MORNINGSTAR 0.0%
Value ($000) $487 (-22.2%) Shares 4,707 (-25.6%) Est. Cost $66.31 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $387 (-26.4%) Shares 6,973 (-11.9%) Est. Cost $74.80 Unrealized -18.4%
MLM MARTIN MARIETTA 0.0%
Value ($000) $381 (-26.7%) Shares 611 (-25.8%) Est. Cost $594.66 Unrealized +4.5%
VFC V F CORP 0.0%
Value ($000) $774 (+21.6%) Shares 42,832 (-2.9%) Est. Cost $13.44 Unrealized +20.6%
TXRH TEXAS ROADHOUSE 0.0%
Value ($000) $627 (-18.0%) Shares 3,778 (-17.9%) Est. Cost $177.56 Unrealized -5.0%
GNR SPDR S&P 0.0%
Value ($000) $306 (-30.9%) Shares 4,931 (-34.2%) Est. Cost $31.03 Unrealized
EMLC VANECK JPM 0.0%
Value ($000) $491 (-21.8%) Shares 19,027 (-22.8%) Est. Cost $0.75 Unrealized
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $2,359 (-5.5%) Shares 375,613 (-4.6%) Est. Cost $6.18 Unrealized
SHE STATE STREET 0.0%
Value ($000) $405 (-25.2%) Shares 3,064 (-27.8%) Est. Cost $118.41 Unrealized
STOT STATE STREET 0.0%
Value ($000) $1,328 (-9.3%) Shares 28,097 (-9.1%) Est. Cost $47.00 Unrealized
NZAC SPDR MSCI 0.0%
Value ($000) $237 (-36.3%) Shares 5,530 (-37.0%) Est. Cost $37.15 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $480 (-21.9%) Shares 2,726 (-37.9%) Est. Cost $161.02 Unrealized +1.5%
RKLB ROCKET LAB 0.0%
Value ($000) $843 (-13.5%) Shares 12,084 (-40.6%) Est. Cost $33.48 Unrealized +71.2%
VNLA JANUS HENDERSON 0.0%
Value ($000) $280 (-31.9%) Shares 5,700 (-31.7%) Est. Cost $46.39 Unrealized
BCS BARCLAYS PLC 0.0%
Value ($000) $916 (-12.5%) Shares 35,982 (-29.0%) Est. Cost $6.04 Unrealized
ULTA ULTA BEAUTY 0.0%
Value ($000) $244 (-34.9%) Shares 403 (-41.2%) Est. Cost $413.52 Unrealized +32.9%
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,949 (-6.2%) Shares 20,126 (-4.5%) Est. Cost $68.46 Unrealized
EWJ ISHARES MSCI 0.0%
Value ($000) $3,365 (-3.7%) Shares 41,673 (-4.3%) Est. Cost $35.84 Unrealized
IGF ISHARES GLOBAL 0.0%
Value ($000) $3,564 (-3.5%) Shares 58,082 (-3.9%) Est. Cost $54.78 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $1,147 (-10.1%) Shares 8,892 (-19.2%) Est. Cost $79.35 Unrealized +49.9%
SJM SMUCKER JM 0.0%
Value ($000) $274 (-31.9%) Shares 2,802 (-24.4%) Est. Cost $110.61 Unrealized -7.0%
IXC ISHARES GLOBAL 0.0%
Value ($000) $1,100 (-10.4%) Shares 26,232 (-10.8%) Est. Cost $39.88 Unrealized
MET METLIFE INC 0.0%
Value ($000) $701 (-15.4%) Shares 8,880 (-11.7%) Est. Cost $64.38 Unrealized +22.6%
THC TENET HEALTHCARE 0.0%
Value ($000) $584 (-17.9%) Shares 2,941 (-16.1%) Est. Cost $150.53 Unrealized +34.3%
BNDX VANGUARD TOTAL 0.0%
Value ($000) $2,525 (-4.8%) Shares 52,246 (-2.5%) Est. Cost $52.32 Unrealized
FICO FAIR ISAAC 0.0%
Value ($000) $712 (-14.8%) Shares 421 (-24.6%) Est. Cost $771.30 Unrealized +123.2%
EXPE EXPEDIA GROUP 0.0%
Value ($000) $1,896 (-6.1%) Shares 6,692 (-29.1%) Est. Cost $166.50 Unrealized +48.3%
EFAV ISHARES MSCI 0.0%
Value ($000) $2,959 (-4.0%) Shares 34,304 (-5.6%) Est. Cost $64.09 Unrealized
XSOE WISDOMTREE EMERGING 0.0%
Value ($000) $961 (-11.2%) Shares 24,628 (-13.7%) Est. Cost $26.75 Unrealized
VONG VANGUARD RUSSELL 0.0%
Value ($000) $1,474 (-7.6%) Shares 12,104 (-8.5%) Est. Cost $74.50 Unrealized
IOO ISHARES GLOBAL 0.1%
Value ($000) $7,085 (-1.7%) Shares 55,931 (-6.8%) Est. Cost $76.37 Unrealized
WTV WISDOMTREE U S 0.0%
Value ($000) $1,289 (-8.5%) Shares 13,815 (-10.8%) Est. Cost $86.37 Unrealized
AER AERCAP HOLDINGS 0.0%
Value ($000) $236 (-33.7%) Shares 1,639 (-44.2%) Est. Cost $97.18 Unrealized +36.3%
NBIS NEBIUS GROUP 0.0%
Value ($000) $247 (-32.6%) Shares 2,953 (-9.6%) Est. Cost $69.43 Unrealized +49.3%
VRP INVESCO VARIABLE 0.0%
Value ($000) $976 (-10.8%) Shares 40,126 (-9.5%) Est. Cost $24.70 Unrealized
PWB INVESCO LARGE 0.0%
Value ($000) $2,203 (-5.1%) Shares 17,332 (-6.3%) Est. Cost $106.39 Unrealized
VGK VANGUARD FTSE 0.0%
Value ($000) $983 (-10.7%) Shares 11,753 (-14.7%) Est. Cost $59.08 Unrealized
VDC VANGUARD CONSUMER 0.0%
Value ($000) $295 (-28.4%) Shares 1,396 (-27.6%) Est. Cost $172.84 Unrealized
BITB BITWISE BITCOIN 0.0%
Value ($000) $219 (-34.2%) Shares 4,613 (-13.9%) Est. Cost $58.80 Unrealized
XT ISHARES EXPONENTIAL 0.0%
Value ($000) $908 (-11.1%) Shares 13,014 (-8.3%) Est. Cost $49.78 Unrealized
IDMO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $2,769 (-3.9%) Shares 49,821 (-6.6%) Est. Cost $47.12 Unrealized
SILJ AMPLIFY JUNIOR 0.0%
Value ($000) $747 (+17.6%) Shares 26,999 (-1.8%) Est. Cost $14.57 Unrealized
MPT MEDICAL PROPERTIES 0.0%
Value ($000) $169 (-39.7%) Shares 33,869 (-38.8%) Est. Cost $3.71 Unrealized
ITOT ISHARES CORE 0.3%
Value ($000) $29,176 (-0.4%) Shares 196,219 (-2.4%) Est. Cost $79.35 Unrealized
VIRTUS DIVIDEND INTEREST & P 0.0%
Value ($000) $1,706 (-6.0%) Shares 132,359 (-5.2%) Est. Cost $9.85 Unrealized
WWD WOODWARD INC 0.0%
Value ($000) $340 (-24.3%) Shares 1,126 (-36.7%) Est. Cost $208.61 Unrealized +31.7%
IJS ISHARES S&P 0.1%
Value ($000) $8,347 (+1.3%) Shares 73,402 (-1.5%) Est. Cost $68.23 Unrealized
VDE VANGUARD ENERGY 0.0%
Value ($000) $341 (-23.9%) Shares 2,712 (-23.9%) Est. Cost $62.70 Unrealized
NSC NORFOLK SOUTHERN 0.0%
Value ($000) $234 (-31.3%) Shares 811 (-28.5%) Est. Cost $228.40 Unrealized +26.4%
BSCT INVESCO BULLETSHARES 0.0%
Value ($000) $1,717 (-5.8%) Shares 91,180 (-6.0%) Est. Cost $18.52 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $6,275 (-1.7%) Shares 44,483 (-3.9%) Est. Cost $98.60 Unrealized
VTC VANGUARD TOTAL 0.0%
Value ($000) $505 (-17.1%) Shares 6,500 (-16.3%) Est. Cost $76.80 Unrealized
TYL TYLER TECHNOLOGIES 0.0%
Value ($000) $204 (-33.9%) Shares 449 (-23.8%) Est. Cost $445.26 Unrealized +7.0%
PBR PETROLEO BRASILEIRO 0.0%
Value ($000) $678 (-13.2%) Shares 57,199 (-7.3%) Est. Cost $2.49 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $2,373 (+4.5%) Shares 10,368 (-9.5%) Est. Cost $201.36 Unrealized +9.0%
PK PARK HOTELS 0.0%
Value ($000) $161 (-39.1%) Shares 15,346 (-35.5%) Est. Cost $10.23 Unrealized
WDS WOODSIDE ENERGY 0.0%
Value ($000) $358 (-22.3%) Shares 22,972 (-25.0%) Est. Cost $16.14 Unrealized
REAVES UTILITY 0.0%
Value ($000) $316 (-24.5%) Shares 8,631 (-18.2%) Est. Cost $36.18 Unrealized
IDEV ISHARES CORE 0.1%
Value ($000) $4,822 (-2.1%) Shares 58,463 (-4.8%) Est. Cost $62.80 Unrealized
CENTRAL SECS CORP 0.0%
Value ($000) $1,564 (-6.1%) Shares 30,842 (-4.9%) Est. Cost $35.09 Unrealized
HODL VANECK BITCOIN ETF 0.0%
Value ($000) $205 (-33.0%) Shares 8,300 (-12.3%) Est. Cost $44.63 Unrealized
QTUM DEFIANCE QUANTUM 0.0%
Value ($000) $495 (-16.9%) Shares 4,518 (-20.5%) Est. Cost $98.33 Unrealized
GRNB VANECK GREEN 0.0%
Value ($000) $278 (-26.5%) Shares 11,406 (-26.3%) Est. Cost $24.15 Unrealized
HANCOCK JOHN INVT TR II 0.0%
Value ($000) $1,013 (-9.0%) Shares 74,090 (-6.9%) Est. Cost $13.92 Unrealized
NUVB NUVATION BIO 0.0%
Value ($000) $190 (+109.0%) Shares 21,240 (-13.7%) Est. Cost $2.20 Unrealized +181.8%
JPSE JPMORGAN DIVERSIFIED 0.0%
Value ($000) $2,855 (-3.3%) Shares 57,010 (-3.8%) Est. Cost $39.78 Unrealized
NUSC NUVEEN ESG 0.0%
Value ($000) $265 (-27.0%) Shares 5,929 (-27.9%) Est. Cost $39.64 Unrealized
DFAS DIMENSIONAL US 0.0%
Value ($000) $1,611 (-5.7%) Shares 23,123 (-7.3%) Est. Cost $51.26 Unrealized
SOUN SOUNDHOUND AI 0.0%
Value ($000) $140 (-40.5%) Shares 14,052 (-4.0%) Est. Cost $6.30 Unrealized +128.6%
PCTY PAYLOCITY HOLDING 0.0%
Value ($000) $291 (-24.5%) Shares 1,906 (-21.2%) Est. Cost $185.85 Unrealized -19.9%
IFRA ISHARES TR 0.0%
Value ($000) $3,076 (-3.0%) Shares 58,459 (-2.6%) Est. Cost $38.02 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $3,700 (-2.5%) Shares 4,511 (-8.1%) Est. Cost $364.47 Unrealized +123.8%
SCHC SCHWAB INTL 0.0%
Value ($000) $3,254 (-2.8%) Shares 71,461 (-2.8%) Est. Cost $22.32 Unrealized
NVT NVENT ELECTRIC 0.0%
Value ($000) $289 (-24.4%) Shares 2,832 (-26.8%) Est. Cost $86.47 Unrealized +19.8%
GABELLI DIVID & INCOME TR 0.0%
Value ($000) $1,913 (-4.5%) Shares 68,870 (-6.7%) Est. Cost $19.03 Unrealized
CNI CANADIAN NATIONAL 0.0%
Value ($000) $267 (-24.9%) Shares 2,702 (-28.4%) Est. Cost $105.61 Unrealized -9.0%
SCHY SCHWAB INTL 0.0%
Value ($000) $3,249 (+2.8%) Shares 108,937 (-3.7%) Est. Cost $9.02 Unrealized
OWNS CCM AFFORDABLE 0.0%
Value ($000) $282 (-23.8%) Shares 16,134 (-24.1%) Est. Cost $17.18 Unrealized
NULG NUVEEN ESG 0.0%
Value ($000) $260 (-25.2%) Shares 2,663 (-24.0%) Est. Cost $82.20 Unrealized
EZBC FRANKLIN TEMPLETON DIGITAL H 0.0%
Value ($000) $222 (-28.3%) Shares 4,383 (-6.2%) Est. Cost $66.21 Unrealized
ABRDN INCOME CREDIT STRATEGI 0.0%
Value ($000) $495 (-14.9%) Shares 91,531 (-8.8%) Est. Cost $1.55 Unrealized
SLYV SPDR SERIES TRUST 0.0%
Value ($000) $2,504 (-3.3%) Shares 27,528 (-5.8%) Est. Cost $73.22 Unrealized
IGRO ISHARES INTL 0.0%
Value ($000) $875 (-8.9%) Shares 10,569 (-12.3%) Est. Cost $49.46 Unrealized
COKE COCA-COLA CONSOLIDATED 0.0%
Value ($000) $473 (-15.3%) Shares 3,088 (-35.3%) Est. Cost $114.64 Unrealized +27.7%
AMLP ALERIAN MLP 0.0%
Value ($000) $911 (-8.6%) Shares 19,370 (-8.7%) Est. Cost $34.40 Unrealized
DFEV DIMENSIONAL EMERGING 0.0%
Value ($000) $1,931 (-4.2%) Shares 57,234 (-9.5%) Est. Cost $30.90 Unrealized
RPG INVESCO S&P 0.0%
Value ($000) $237 (-26.3%) Shares 5,082 (-24.6%) Est. Cost $25.70 Unrealized
NIO NIO INC 0.0%
Value ($000) $121 (-41.0%) Shares 23,714 (-11.9%) Est. Cost $13.66 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $223 (-27.4%) Shares 4,701 (-27.1%) Est. Cost $47.55 Unrealized
LAMR LAMAR ADVERTISING 0.0%
Value ($000) $353 (-18.9%) Shares 2,791 (-21.6%) Est. Cost $121.37 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $1,441 (-5.3%) Shares 20,758 (-22.6%) Est. Cost $42.09 Unrealized +48.4%
SOCL GLOBAL X 0.0%
Value ($000) $298 (-21.3%) Shares 5,398 (-13.4%) Est. Cost $37.73 Unrealized
ACWV ISHARES MSCI 0.0%
Value ($000) $758 (-9.6%) Shares 6,381 (-8.7%) Est. Cost $105.44 Unrealized
GAP GAP INC 0.0%
Value ($000) $406 (-16.4%) Shares 15,850 (-30.2%) Est. Cost $21.82 Unrealized +10.3%
RY ROYAL BANK 0.0%
Value ($000) $919 (-8.0%) Shares 5,390 (-20.5%) Est. Cost $90.38 Unrealized +69.9%
LIT GLOBAL X 0.0%
Value ($000) $1,100 (-6.7%) Shares 16,959 (-18.2%) Est. Cost $56.83 Unrealized
ACHR ARCHER AVIATION 0.0%
Value ($000) $230 (-25.5%) Shares 30,561 (-5.1%) Est. Cost $8.09 Unrealized +16.3%
BLACKROCK MULTI SECTOR INC T 0.0%
Value ($000) $139 (-35.7%) Shares 10,663 (-34.1%) Est. Cost $13.39 Unrealized
ILCG ISHARES MORNINGSTAR 0.0%
Value ($000) $897 (-7.9%) Shares 8,624 (-7.7%) Est. Cost $21.08 Unrealized
JBHT HUNT JB 0.0%
Value ($000) $1,023 (+8.1%) Shares 5,263 (-25.4%) Est. Cost $139.16 Unrealized +23.2%
ALK ALASKA AIR 0.0%
Value ($000) $950 (-7.4%) Shares 18,887 (-8.4%) Est. Cost $48.86 Unrealized -5.4%
FIRST TRUST 0.0%
Value ($000) $331 (-18.6%) Shares 17,784 (-16.4%) Est. Cost $18.82 Unrealized
EWX SPDR S&P 0.0%
Value ($000) $597 (-11.3%) Shares 9,089 (-9.1%) Est. Cost $67.29 Unrealized
CELH CELSIUS HOLDINGS 0.0%
Value ($000) $213 (-26.2%) Shares 4,664 (-7.2%) Est. Cost $52.29 Unrealized -3.7%
WESTERN ASST INFLTN LKD INM 0.0%
Value ($000) $1,514 (-4.8%) Shares 183,101 (-3.0%) Est. Cost $8.59 Unrealized
WESTERN ASSET EMERGING MKTS 0.0%
Value ($000) $1,670 (-4.3%) Shares 157,102 (-7.1%) Est. Cost $9.16 Unrealized
ABTC AMERICAN BITCOIN 0.0%
Value ($000) $20 (-78.6%) Shares 12,013 (-15.2%) Est. Cost $6.68 Unrealized -37.6%
ABG ASBURY AUTOMOTIVE GROUP INC 0.0%
Value ($000) $241 (-23.7%) Shares 1,035 (-19.8%) Est. Cost $182.54 Unrealized +29.5%
FLEX FLEX LTD 0.0%
Value ($000) $402 (-15.7%) Shares 6,662 (-19.1%) Est. Cost $16.82 Unrealized +267.2%
TFC TRUIST FINANCIAL 0.0%
Value ($000) $2,030 (-3.5%) Shares 41,244 (-10.4%) Est. Cost $37.59 Unrealized +21.8%
FLS FLOWSERVE CORP 0.0%
Value ($000) $211 (-26.0%) Shares 3,039 (-43.3%) Est. Cost $47.02 Unrealized +36.3%
ADT ADT INC 0.0%
Value ($000) $489 (-13.1%) Shares 60,570 (-6.3%) Est. Cost $8.23 Unrealized +0.5%
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $840 (-8.0%) Shares 13,920 (-9.5%) Est. Cost $43.17 Unrealized
WBS WEBSTER FINANCIAL 0.0%
Value ($000) $300 (-19.5%) Shares 4,762 (-24.0%) Est. Cost $49.85 Unrealized +19.1%
SRVR PACER DATA 0.0%
Value ($000) $562 (-11.4%) Shares 19,638 (-2.0%) Est. Cost $30.85 Unrealized
ASA GOLD AND PRECIOUS MTLS L 0.0%
Value ($000) $808 (+9.5%) Shares 13,540 (-16.0%) Est. Cost $23.57 Unrealized
AWI ARMSTRONG WORLD 0.0%
Value ($000) $211 (-24.9%) Shares 1,105 (-22.9%) Est. Cost $185.53 Unrealized +2.8%
BNS BANK NOVA SCOTIA 0.0%
Value ($000) $508 (-12.0%) Shares 6,892 (-22.8%) Est. Cost $46.91 Unrealized +44.9%
ROST ROSS STORES 0.0%
Value ($000) $1,139 (-5.6%) Shares 6,326 (-20.2%) Est. Cost $105.05 Unrealized +58.6%
ZM ZOOM COMMUNICATIONS 0.1%
Value ($000) $5,551 (+1.2%) Shares 64,324 (-3.2%) Est. Cost $76.00 Unrealized +10.8%
FBIO FORTRESS BIOTECH 0.0%
Value ($000) $187 (-25.7%) Shares 51,000 (-25.0%) Est. Cost $1.98 Unrealized +44.2%
BFAM BRIGHT HORIZONS 0.0%
Value ($000) $317 (-16.8%) Shares 3,127 (-11.0%) Est. Cost $120.56 Unrealized -16.3%
LIBERTY ALL-STAR GROWTH FD I 0.0%
Value ($000) $823 (-7.2%) Shares 155,365 (-2.8%) Est. Cost $5.53 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $350 (-15.4%) Shares 3,197 (-24.0%) Est. Cost $74.86 Unrealized +35.2%
SCHK SCHWAB STRATEGIC 0.0%
Value ($000) $210 (-23.2%) Shares 6,408 (-24.7%) Est. Cost $27.44 Unrealized
FEM FIRST TRUST 0.0%
Value ($000) $616 (-9.2%) Shares 22,507 (-10.1%) Est. Cost $24.45 Unrealized
HUBB HUBBELL INC 0.0%
Value ($000) $1,357 (-4.4%) Shares 3,055 (-7.3%) Est. Cost $428.19 Unrealized +2.1%
QBTS DWAVE QUANTUM 0.0%
Value ($000) $282 (-18.0%) Shares 10,790 (-22.5%) Est. Cost $18.22 Unrealized +59.9%
MDB MONGODB INC 0.0%
Value ($000) $690 (-8.2%) Shares 1,643 (-32.1%) Est. Cost $230.36 Unrealized +57.9%
SUSL ISHARES TR 0.1%
Value ($000) $5,198 (+1.2%) Shares 42,861 (-2.3%) Est. Cost $66.46 Unrealized
OMF ONEMAIN HLDGS 0.0%
Value ($000) $699 (+9.5%) Shares 10,352 (-8.5%) Est. Cost $59.02 Unrealized +3.0%
F FORD MOTOR 0.0%
Value ($000) $1,944 (-3.0%) Shares 148,143 (-11.6%) Est. Cost $10.18 Unrealized +26.0%
BBHY JPMORGAN BETABUILDERS 0.0%
Value ($000) $808 (-6.8%) Shares 17,372 (-5.8%) Est. Cost $45.29 Unrealized
VALE VALE S A 0.0%
Value ($000) $751 (+8.3%) Shares 57,621 (-9.7%) Est. Cost $7.64 Unrealized
BLACKROCK MUNICIPAL 0.0%
Value ($000) $647 (-8.2%) Shares 28,337 (-9.6%) Est. Cost $21.93 Unrealized
JHG JANUS HENDERSON 0.0%
Value ($000) $787 (-6.8%) Shares 16,547 (-12.8%) Est. Cost $32.66 Unrealized +35.4%
FYX FIRST TRUST 0.0%
Value ($000) $1,498 (-3.7%) Shares 13,239 (-7.2%) Est. Cost $102.40 Unrealized
EYLD CAMBRIA EMERGING 0.1%
Value ($000) $8,044 (-0.7%) Shares 209,863 (-3.6%) Est. Cost $33.87 Unrealized
KEYS KEYSIGHT TECHNOLOGIES 0.0%
Value ($000) $554 (-9.0%) Shares 2,727 (-21.7%) Est. Cost $164.84 Unrealized +12.6%
OMAH TIDAL TRUST III 0.0%
Value ($000) $503 (-9.7%) Shares 26,852 (-7.2%) Est. Cost $19.30 Unrealized
TAN INVESCO SOLAR 0.0%
Value ($000) $299 (-15.1%) Shares 6,089 (-24.6%) Est. Cost $91.74 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $248 (-17.6%) Shares 10,453 (-13.8%) Est. Cost $30.64 Unrealized -25.0%
AIRR FIRST TRUST 0.0%
Value ($000) $3,242 (-1.6%) Shares 32,972 (-3.2%) Est. Cost $69.92 Unrealized
UHS UNIVERSAL HEALTH 0.0%
Value ($000) $353 (-13.0%) Shares 1,618 (-18.4%) Est. Cost $179.91 Unrealized +22.8%
NUVEEN MULTI ASSET INCOME FU 0.0%
Value ($000) $237 (-17.8%) Shares 18,138 (-18.2%) Est. Cost $12.73 Unrealized
IVZ INVESCO LTD 0.0%
Value ($000) $645 (+8.5%) Shares 24,549 (-5.2%) Est. Cost $17.00 Unrealized +43.1%
XBI STATE STREET 0.0%
Value ($000) $2,650 (+1.9%) Shares 21,735 (-16.2%) Est. Cost $84.28 Unrealized
DOUBLELINE INCOME 0.0%
Value ($000) $299 (-14.3%) Shares 26,507 (-6.6%) Est. Cost $13.01 Unrealized
IJJ ISHARES S&P 0.0%
Value ($000) $402 (-10.9%) Shares 3,053 (-12.2%) Est. Cost $50.00 Unrealized
EEMA ISHARES MSCI 0.0%
Value ($000) $311 (-13.6%) Shares 3,303 (-15.7%) Est. Cost $87.79 Unrealized
CSX CSX CORP 0.0%
Value ($000) $1,117 (-4.2%) Shares 30,810 (-6.1%) Est. Cost $32.35 Unrealized +10.3%
DBEF XTRACKERS MSCI 0.0%
Value ($000) $433 (-10.1%) Shares 9,004 (-13.2%) Est. Cost $11.79 Unrealized
FTC FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $1,457 (-3.2%) Shares 9,112 (-2.7%) Est. Cost $76.05 Unrealized
APTV APTIV PLC 0.0%
Value ($000) $280 (-14.6%) Shares 3,680 (-3.3%) Est. Cost $61.92 Unrealized +29.7%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $670 (+7.7%) Shares 8,036 (-8.3%) Est. Cost $40.43 Unrealized +88.8%
VTWO VANGUARD RUSSELL 0.0%
Value ($000) $632 (-7.0%) Shares 6,353 (-8.6%) Est. Cost $87.76 Unrealized
WDC WESTERN DIGITAL 0.0%
Value ($000) $1,458 (+3.3%) Shares 8,463 (-28.0%) Est. Cost $48.80 Unrealized +210.6%
SPMB SPDR SERIES TRUST 0.0%
Value ($000) $3,723 (-1.2%) Shares 166,098 (-1.1%) Est. Cost $17.43 Unrealized
RECS COLUMBIA RESEARCH 0.0%
Value ($000) $211 (-17.6%) Shares 5,175 (-18.6%) Est. Cost $37.04 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $932 (+5.0%) Shares 7,107 (-23.9%) Est. Cost $120.43 Unrealized -2.5%
IBTM ISHARES IBONDS 0.0%
Value ($000) $473 (-8.6%) Shares 20,519 (-8.4%) Est. Cost $22.93 Unrealized
BOTZ GLOBAL X 0.0%
Value ($000) $330 (-11.8%) Shares 9,117 (-13.8%) Est. Cost $21.67 Unrealized
DWS MUNICIPAL 0.0%
Value ($000) $203 (-17.6%) Shares 22,320 (-16.8%) Est. Cost $8.84 Unrealized
AL AIR LEASE 0.0%
Value ($000) $335 (-11.4%) Shares 5,209 (-12.2%) Est. Cost $59.40 Unrealized +7.2%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $1,310 (+3.2%) Shares 16,647 (-6.8%) Est. Cost $41.63 Unrealized
INVESCO VALUE 0.0%
Value ($000) $187 (-18.0%) Shares 15,200 (-16.5%) Est. Cost $15.36 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $3,526 (+1.1%) Shares 11,297 (-8.6%) Est. Cost $220.34 Unrealized +32.7%
CHAT ROUNDHILL GENERATIVE 0.0%
Value ($000) $216 (-15.2%) Shares 3,666 (-11.6%) Est. Cost $61.50 Unrealized
ESGV VANGUARD ESG 0.0%
Value ($000) $308 (-11.0%) Shares 2,546 (-12.8%) Est. Cost $104.88 Unrealized
IEP ICAHN ENTERPRISES LP 0.0%
Value ($000) $87 (-29.1%) Shares 11,586 (-20.9%) Est. Cost $8.05 Unrealized
IMCB ISHARES MORNINGSTAR 0.0%
Value ($000) $535 (-6.2%) Shares 6,462 (-5.9%) Est. Cost $95.04 Unrealized
UAL UNITED AIRLINES 0.0%
Value ($000) $1,065 (-3.2%) Shares 9,527 (-16.5%) Est. Cost $66.61 Unrealized +51.7%
VZLA VIZSLA SILVER CORP 0.0%
Value ($000) $195 (+21.3%) Shares 35,600 (-4.2%) Est. Cost $1.65 Unrealized +184.6%
INDB INDEPENDENT BANK 0.0%
Value ($000) $253 (-11.5%) Shares 3,464 (-16.2%) Est. Cost $51.97 Unrealized +35.7%
PUTNAM PREMIER INCOME 0.0%
Value ($000) $400 (-7.3%) Shares 112,914 (-3.4%) Est. Cost $3.50 Unrealized
NNN NNN REIT 0.0%
Value ($000) $340 (-8.5%) Shares 8,569 (-1.7%) Est. Cost $42.90 Unrealized
FSLR FIRST SOLAR 0.0%
Value ($000) $395 (-7.3%) Shares 1,511 (-21.8%) Est. Cost $191.94 Unrealized +31.4%
DFIC DIMENSIONAL INTL 0.3%
Value ($000) $22,033 (+0.1%) Shares 639,384 (-4.7%) Est. Cost $26.96 Unrealized
VCR VANGUARD CONSUMER 0.0%
Value ($000) $1,783 (-1.6%) Shares 4,527 (-1.0%) Est. Cost $286.34 Unrealized
VOX VANGUARD COMMUNICATION 0.0%
Value ($000) $2,514 (+1.2%) Shares 12,982 (-1.9%) Est. Cost $125.71 Unrealized
BTU PEABODY ENERGY 0.0%
Value ($000) $243 (-10.6%) Shares 8,172 (-20.1%) Est. Cost $17.75 Unrealized +65.4%
IYF ISHARES U S 0.0%
Value ($000) $385 (-6.9%) Shares 2,985 (-8.5%) Est. Cost $94.04 Unrealized
JKHY JACK HENRY 0.0%
Value ($000) $206 (-12.0%) Shares 1,131 (-28.2%) Est. Cost $158.43 Unrealized +4.9%
LYG LLOYDS BANKING 0.0%
Value ($000) $615 (-4.4%) Shares 116,034 (-18.1%) Est. Cost $1.72 Unrealized
BMRN BIOMARIN PHARMACEUTICAL 0.0%
Value ($000) $812 (+3.4%) Shares 13,655 (-5.8%) Est. Cost $58.29 Unrealized -6.6%
SUSA ISHARES ESG 0.0%
Value ($000) $2,024 (+1.3%) Shares 14,522 (-1.4%) Est. Cost $86.41 Unrealized
IUSV ISHARES CORE 0.1%
Value ($000) $10,629 (+0.2%) Shares 103,656 (-2.3%) Est. Cost $49.97 Unrealized
SU SUNCOR ENERGY 0.0%
Value ($000) $674 (-3.6%) Shares 15,202 (-9.1%) Est. Cost $36.72 Unrealized +15.1%
EQNR EQUINOR ASA 0.0%
Value ($000) $343 (-6.8%) Shares 14,500 (-3.8%) Est. Cost $25.10 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $3,968 (-0.6%) Shares 7,773 (-17.8%) Est. Cost $247.75 Unrealized +88.2%
CLOU GLOBAL CLOUD 0.0%
Value ($000) $482 (-4.8%) Shares 21,320 (-2.1%) Est. Cost $22.39 Unrealized
TOWN TOWNEBANK PORTSMOUTH 0.0%
Value ($000) $495 (-4.7%) Shares 14,826 (-1.3%) Est. Cost $27.84 Unrealized +20.9%
ASTS AST SPACEMOBILE 0.0%
Value ($000) $288 (+8.8%) Shares 3,970 (-26.5%) Est. Cost $30.24 Unrealized +136.0%
EWC ISHARES MSCI 0.0%
Value ($000) $1,284 (+1.8%) Shares 23,804 (-4.6%) Est. Cost $44.59 Unrealized
RBC RBC BEARINGS 0.0%
Value ($000) $639 (+3.7%) Shares 1,425 (-9.8%) Est. Cost $303.64 Unrealized +39.5%
VGLT VANGUARD LONG 0.0%
Value ($000) $230 (-8.8%) Shares 4,124 (-7.1%) Est. Cost $46.77 Unrealized
INGN INOGEN INC 0.0%
Value ($000) $79 (-21.8%) Shares 11,698 (-5.0%) Est. Cost $9.36 Unrealized -19.9%
GIGB GOLDMAN SACHS 0.0%
Value ($000) $478 (-4.2%) Shares 10,344 (-3.2%) Est. Cost $47.21 Unrealized
LECO LINCOLN ELECTRIC 0.0%
Value ($000) $376 (-5.1%) Shares 1,568 (-6.6%) Est. Cost $198.76 Unrealized +19.2%
JIG JPMORGAN 0.0%
Value ($000) $285 (-6.6%) Shares 3,887 (-4.0%) Est. Cost $75.34 Unrealized
HAS HASBRO INC 0.0%
Value ($000) $611 (-3.2%) Shares 7,446 (-10.5%) Est. Cost $62.92 Unrealized +24.0%
SAN BANCO SANTANDER 0.0%
Value ($000) $372 (+5.7%) Shares 31,697 (-5.6%) Est. Cost $1.16 Unrealized
CALAMOS DYNAMIC 0.0%
Value ($000) $242 (-7.3%) Shares 11,616 (-6.5%) Est. Cost $21.74 Unrealized
INDA ISHARES MSCI 0.0%
Value ($000) $2,263 (+0.8%) Shares 41,868 (-2.9%) Est. Cost $46.16 Unrealized
EEMV ISHARES MSCI 0.0%
Value ($000) $1,543 (-1.2%) Shares 24,087 (-1.5%) Est. Cost $25.15 Unrealized
DBMF IMGP DBI 0.0%
Value ($000) $812 (-2.2%) Shares 28,951 (-4.8%) Est. Cost $25.44 Unrealized
OUSA ALPS OSHARES 0.0%
Value ($000) $370 (-4.5%) Shares 6,419 (-6.5%) Est. Cost $42.14 Unrealized
CFFN CAPITOL FEDERAL 0.0%
Value ($000) $72 (-18.6%) Shares 10,541 (-24.1%) Est. Cost $5.51 Unrealized +15.5%
COHEN & STEERS SELECT PFD & 0.0%
Value ($000) $203 (-7.4%) Shares 10,000 (-5.2%) Est. Cost $19.00 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $1,473 (-1.1%) Shares 15,064 (-9.2%) Est. Cost $137.09 Unrealized -33.2%
OHI OMEGA HEALTHCARE 0.0%
Value ($000) $330 (-4.4%) Shares 7,451 (-9.0%) Est. Cost $37.05 Unrealized
MFS HIGH YIELD MUN TR 0.0%
Value ($000) $41 (-27.2%) Shares 11,696 (-28.0%) Est. Cost $3.15 Unrealized
ADME ETF SER SOLUTIONS 0.0%
Value ($000) $1,573 (-0.9%) Shares 30,654 (-1.4%) Est. Cost $40.07 Unrealized
BLACKROCK ENHANCED 0.0%
Value ($000) $493 (-2.9%) Shares 21,076 (-4.4%) Est. Cost $17.51 Unrealized
BTI BRITISH AMERN 0.0%
Value ($000) $1,414 (+1.0%) Shares 24,971 (-5.3%) Est. Cost $33.66 Unrealized
IBDX ISHARES IBONDS 0.0%
Value ($000) $552 (-2.6%) Shares 21,619 (-2.2%) Est. Cost $25.24 Unrealized
MFG MIZUHO FINANCIAL 0.0%
Value ($000) $96 (-13.0%) Shares 13,118 (-20.4%) Est. Cost $0.57 Unrealized
MLI MUELLER INDS 0.1%
Value ($000) $4,646 (+0.3%) Shares 40,473 (-11.7%) Est. Cost $52.16 Unrealized +105.8%
IBCP INDEPENDENT BANK 0.0%
Value ($000) $292 (-4.6%) Shares 8,983 (-9.2%) Est. Cost $32.34 Unrealized -1.7%
ARDX ARDELYX INC 0.0%
Value ($000) $70 (-16.4%) Shares 12,061 (-21.0%) Est. Cost $4.38 Unrealized +27.2%
IRWD IRONWOOD PHARMACEUTICALS INC 0.0%
Value ($000) $39 (+52.5%) Shares 11,436 (-40.7%) Est. Cost $0.83 Unrealized +213.3%
PLUG PLUG POWER 0.0%
Value ($000) $35 (-27.1%) Shares 18,001 (-13.8%) Est. Cost $9.13 Unrealized -71.4%
SWK STANLEY BLACK 0.0%
Value ($000) $258 (-4.7%) Shares 3,474 (-4.6%) Est. Cost $115.18 Unrealized -39.3%
WTI W&T OFFSHORE 0.0%
Value ($000) $33 (-27.3%) Shares 19,993 (-18.8%) Est. Cost $3.69 Unrealized -48.0%
NUVEEN AMT 0.0%
Value ($000) $492 (-2.4%) Shares 38,888 (-5.2%) Est. Cost $15.58 Unrealized
RL RALPH LAUREN 0.0%
Value ($000) $343 (+3.6%) Shares 969 (-8.2%) Est. Cost $248.30 Unrealized +36.9%
KVUE KENVUE INC 0.0%
Value ($000) $235 (-4.8%) Shares 13,596 (-10.4%) Est. Cost $19.94 Unrealized -18.5%
NUVEEN NEW YORK QLT MUN INC 0.0%
Value ($000) $119 (-8.8%) Shares 10,558 (-7.4%) Est. Cost $14.11 Unrealized
SYNOVUS FINANCIAL 0.0%
Value ($000) $404 (-2.7%) Shares 8,080 (-4.6%) Est. Cost $50.42 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $318 (+3.5%) Shares 1,877 (-14.9%) Est. Cost $126.36 Unrealized +25.3%
SPSB STATE STREET 0.0%
Value ($000) $629 (-1.6%) Shares 20,838 (-1.3%) Est. Cost $29.17 Unrealized
ING ING GROEP 0.0%
Value ($000) $651 (+1.5%) Shares 23,251 (-5.4%) Est. Cost $4.78 Unrealized
IWC ISHARES MICROCAP 0.0%
Value ($000) $214 (-4.1%) Shares 1,356 (-9.4%) Est. Cost $130.37 Unrealized
FDRR FIDELITY COVINGTON TRUST 0.0%
Value ($000) $560 (+1.7%) Shares 9,174 (-2.3%) Est. Cost $41.15 Unrealized
RXI ISHARES TR 0.0%
Value ($000) $385 (-2.3%) Shares 1,877 (-1.4%) Est. Cost $76.38 Unrealized
COHR COHERENT CORP 0.0%
Value ($000) $244 (+3.7%) Shares 1,325 (-39.5%) Est. Cost $99.69 Unrealized +50.0%
JVAL JPMORGAN US 0.0%
Value ($000) $1,480 (-0.6%) Shares 30,150 (-3.8%) Est. Cost $33.62 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $654 (-1.3%) Shares 3,349 (-15.7%) Est. Cost $172.70 Unrealized +5.3%
DNOV FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $296 (+2.7%) Shares 6,069 (-1.6%) Est. Cost $35.36 Unrealized
XLSR STATE STREET 0.0%
Value ($000) $228 (+3.5%) Shares 3,654 (-1.0%) Est. Cost $59.61 Unrealized
CRH CRH PLC 0.0%
Value ($000) $682 (-1.1%) Shares 5,461 (-5.0%) Est. Cost $77.02 Unrealized +54.7%
TS TENARIS S A 0.0%
Value ($000) $726 (+0.9%) Shares 18,881 (-6.1%) Est. Cost $35.77 Unrealized
HST HOST HOTELS 0.0%
Value ($000) $491 (+1.3%) Shares 27,708 (-2.8%) Est. Cost $14.45 Unrealized +17.2%
GSK GSK PLC 0.0%
Value ($000) $820 (-0.7%) Shares 16,726 (-12.6%) Est. Cost $27.87 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $97 (-5.5%) Shares 10,502 (-7.2%) Est. Cost $0.32 Unrealized
RLGT RADIANT LOGISTICS 0.0%
Value ($000) $247 (+2.2%) Shares 39,098 (-4.7%) Est. Cost $6.63 Unrealized -6.4%
TM TOYOTA MOTOR 0.0%
Value ($000) $1,097 (-0.5%) Shares 5,123 (-11.2%) Est. Cost $158.28 Unrealized
BKSE BNY MELLON 0.0%
Value ($000) $822 (+0.6%) Shares 7,309 (-1.4%) Est. Cost $62.08 Unrealized
JIVE JPMORGAN INTL 0.0%
Value ($000) $310 (+1.6%) Shares 3,856 (-4.5%) Est. Cost $75.40 Unrealized
CHMI CHERRY HILL MTG INVT CORP 0.0%
Value ($000) $26 (-15.7%) Shares 10,000 (-21.0%) Est. Cost $2.73 Unrealized
AIEQ AMPLIFY ETF TR 0.0%
Value ($000) $767 (-0.6%) Shares 16,980 (-1.2%) Est. Cost $36.70 Unrealized
BUFT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $735 (+0.5%) Shares 29,884 (-1.3%) Est. Cost $19.59 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $657 (+0.4%) Shares 4,031 (-16.6%) Est. Cost $138.61 Unrealized +8.1%
DWLD DAVIS FUNDAMENTAL ETF TR 0.0%
Value ($000) $312 (-0.7%) Shares 6,697 (-3.7%) Est. Cost $37.52 Unrealized
SBLK STAR BULK 0.0%
Value ($000) $382 (-0.6%) Shares 19,896 (-3.8%) Est. Cost $22.12 Unrealized -15.6%
NUVEEN DOW 30 DYNMC OVERWRT 0.0%
Value ($000) $1,004 (+0.2%) Shares 65,778 (-2.3%) Est. Cost $15.14 Unrealized
HRTX HERON THERAPEUTICS 0.0%
Value ($000) $124 (+0.6%) Shares 95,174 (-2.5%) Est. Cost $1.63 Unrealized -24.3%
AES AES CORP 0.0%
Value ($000) $677 (-0.1%) Shares 47,222 (-8.3%) Est. Cost $12.25 Unrealized +14.6%
MFS MUN INCOME TR 0.0%
Value ($000) $86 (-0.4%) Shares 15,789 (-1.1%) Est. Cost $5.14 Unrealized
JXN JACKSON FINANCIAL 0.0%
Value ($000) $490 (+0.1%) Shares 4,591 (-5.0%) Est. Cost $47.55 Unrealized +108.0%
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $297 (+0.0%) Shares 24,712 (-2.7%) Est. Cost $0.74 Unrealized
NYT NEW YORK TIMES CO 0.0%
Value ($000) $635 (+0.0%) Shares 9,149 (-17.3%) Est. Cost $53.06 Unrealized +16.5%
VLY VALLEY NATIONAL 0.0%
Value ($000) $133 (+0.0%) Shares 11,406 (-9.2%) Est. Cost $8.84 Unrealized +25.6%

Unchanged Positions (116)

SCHX SCHWAB STRATEGIC TR 1.0%
Value ($000) $84,819 Shares 3,151,933 Est. Cost $27.89 Unrealized
DFIV DIMENSIONAL INTL 0.2%
Value ($000) $13,237 Shares 265,279 Est. Cost $8.54 Unrealized
DCOR DIMENSIONAL US 0.3%
Value ($000) $24,969 Shares 339,118 Est. Cost $64.72 Unrealized
NOV NOV INC 0.0%
Value ($000) $3,270 Shares 209,227 Est. Cost $17.62 Unrealized -15.8%
CYBERARK SOFTWARE LTD 0.1%
Value ($000) $5,404 Shares 12,116 Est. Cost $345.44 Unrealized
MEAR ISHARES U S ETF TR 0.4%
Value ($000) $32,819 Shares 652,199 Est. Cost $49.61 Unrealized
FNV FRANCO NEVADA 0.0%
Value ($000) $4,163 Shares 20,085 Est. Cost $139.30 Unrealized +45.6%
HELO JPMORGAN HEDGED 0.2%
Value ($000) $13,134 Shares 197,712 Est. Cost $64.76 Unrealized
MAIN MAIN STR CAP CORP 0.1%
Value ($000) $5,968 Shares 98,825 Est. Cost $45.63 Unrealized +29.2%
VONV VANGUARD RUSSELL 0.1%
Value ($000) $7,279 Shares 78,859 Est. Cost $82.15 Unrealized
DXJ WISDOMTREE JAPAN 0.0%
Value ($000) $2,736 Shares 18,977 Est. Cost $109.47 Unrealized
WPM WHEATON PRECIOUS 0.1%
Value ($000) $5,307 Shares 45,162 Est. Cost $69.95 Unrealized +53.1%
FYC FIRST TRUST 0.1%
Value ($000) $4,588 Shares 47,736 Est. Cost $90.71 Unrealized
IXN ISHARES GLOBAL 0.1%
Value ($000) $12,180 Shares 115,998 Est. Cost $57.35 Unrealized
DFH DREAM FINDERS 0.0%
Value ($000) $366 Shares 21,430 Est. Cost $22.47 Unrealized -9.0%
FTRE FORTREA HOLDINGS 0.0%
Value ($000) $256 Shares 14,848 Est. Cost $5.38 Unrealized +129.8%
GJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $6,867 Shares 166,158 Est. Cost $29.94 Unrealized
PJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $4,953 Shares 105,328 Est. Cost $33.33 Unrealized
FDD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,508 Shares 86,186 Est. Cost $6.21 Unrealized
VPU VANGUARD UTILITIES 0.0%
Value ($000) $4,121 Shares 22,268 Est. Cost $146.34 Unrealized
JHMM JOHN HANCOCK 0.1%
Value ($000) $12,199 Shares 186,305 Est. Cost $40.24 Unrealized
ITB ISHARES U S 0.0%
Value ($000) $817 Shares 8,479 Est. Cost $103.52 Unrealized
ISBA ISABELLA BANK 0.0%
Value ($000) $306 Shares 6,111 Est. Cost $31.99 Unrealized +31.7%
RPM RPM INTL INC 0.0%
Value ($000) $672 Shares 6,465 Est. Cost $97.44 Unrealized +11.1%
NXT NEXTPOWER INC 0.0%
Value ($000) $480 Shares 5,510 Est. Cost $49.83 Unrealized +82.0%
DFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $2,856 Shares 59,846 Est. Cost $33.89 Unrealized
ARKF ARK BLOCKCHAIN 0.0%
Value ($000) $361 Shares 7,585 Est. Cost $0.79 Unrealized
CSHI NEOS ETF TRUST 0.1%
Value ($000) $7,074 Shares 142,243 Est. Cost $49.79 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $5,764 Shares 48,306 Est. Cost $87.30 Unrealized
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $1,891 Shares 3,421 Est. Cost $402.66 Unrealized +36.5%
VOD VODAFONE GROUP 0.0%
Value ($000) $417 Shares 31,563 Est. Cost $4.41 Unrealized
ILDR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $2,540 Shares 76,984 Est. Cost $32.39 Unrealized
IXP ISHARES TR 0.0%
Value ($000) $1,825 Shares 15,056 Est. Cost $72.87 Unrealized
IBDR ISHARES IBONDS 0.1%
Value ($000) $5,735 Shares 236,679 Est. Cost $23.73 Unrealized
PTLC PACER TRENDPILOT 0.0%
Value ($000) $2,061 Shares 37,073 Est. Cost $51.32 Unrealized
PTRB PGIM ETF TR 0.1%
Value ($000) $7,930 Shares 188,624 Est. Cost $41.75 Unrealized
NKSH NATIONAL BANKSHARES 0.0%
Value ($000) $308 Shares 9,183 Est. Cost $27.94 Unrealized +6.8%
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,653 Shares 10,805 Est. Cost $107.79 Unrealized
SPTS SPDR SERIES TRUST 0.1%
Value ($000) $5,618 Shares 191,866 Est. Cost $28.23 Unrealized
FAUG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,549 Shares 29,259 Est. Cost $1.42 Unrealized
LVHD FRANKLIN U S 0.0%
Value ($000) $777 Shares 19,486 Est. Cost $41.34 Unrealized
PXH INVESCO EXCHANGE 0.0%
Value ($000) $2,236 Shares 86,623 Est. Cost $25.42 Unrealized
WEN WENDYS CO 0.0%
Value ($000) $241 Shares 28,922 Est. Cost $12.20 Unrealized -29.3%
ALHC ALIGNMENT HEALTHCARE 0.0%
Value ($000) $221 Shares 11,185 Est. Cost $16.03 Unrealized +12.1%
PIMCO MUN INCOME FD II 0.0%
Value ($000) $458 Shares 60,713 Est. Cost $7.91 Unrealized
DERM JOURNEY MEDICAL 0.0%
Value ($000) $339 Shares 44,020 Est. Cost $4.11 Unrealized +90.5%
FFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $865 Shares 15,280 Est. Cost $33.39 Unrealized
CSPI CSP INC 0.0%
Value ($000) $294 Shares 23,514 Est. Cost $4.84 Unrealized +152.2%
ALLIANCEBERNSTEIN GLOBAL HIG 0.0%
Value ($000) $458 Shares 42,889 Est. Cost $9.81 Unrealized
FSEA FIRST SEACOAST 0.0%
Value ($000) $165 Shares 12,537 Est. Cost $10.09 Unrealized +18.3%
NPFI NUVEEN PREFERRED 0.0%
Value ($000) $1,617 Shares 61,741 Est. Cost $26.50 Unrealized
TXUE THORNBURG INTL 0.0%
Value ($000) $627 Shares 19,989 Est. Cost $30.39 Unrealized
TNYA TENAYA THERAPEUTICS 0.0%
Value ($000) $16 Shares 21,940 Est. Cost $2.23 Unrealized -39.0%
FMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $882 Shares 16,505 Est. Cost $15.97 Unrealized
IQQQ PROSHARES NASDAQ 0.0%
Value ($000) $1,065 Shares 23,946 Est. Cost $41.15 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1,035 Shares 3,349 Est. Cost $79.37 Unrealized
LGCY LEGACY ED 0.0%
Value ($000) $310 Shares 30,378 Est. Cost $6.98 Unrealized +37.8%
VGZ VISTA GOLD CORP 0.0%
Value ($000) $197 Shares 100,000 Est. Cost $0.66 Unrealized +192.8%
STEL STELLAR BANCORP INC 0.0%
Value ($000) $1,071 Shares 34,631 Est. Cost $30.93 Unrealized -0.7%
AINP ALLSPRING EXCHANGE TRADED FU 0.1%
Value ($000) $4,599 Shares 182,228 Est. Cost $25.02 Unrealized
DWX SPDR S&P 0.0%
Value ($000) $423 Shares 9,638 Est. Cost $1.36 Unrealized
PDEC INNOVATOR ETFS TRUST 0.0%
Value ($000) $439 Shares 10,125 Est. Cost $30.97 Unrealized
PDBC INVESCO OPTIMUM 0.0%
Value ($000) $2,862 Shares 215,988 Est. Cost $13.87 Unrealized
FDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $301 Shares 5,875 Est. Cost $38.99 Unrealized
TBLL INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1,201 Shares 11,365 Est. Cost $105.64 Unrealized
WESTERN ASSET PREMIER BD FD 0.0%
Value ($000) $611 Shares 55,391 Est. Cost $8.21 Unrealized
BLACKROCK ENHANCED 0.0%
Value ($000) $266 Shares 28,034 Est. Cost $8.68 Unrealized
NUVEEN FLOATING RATE 0.0%
Value ($000) $242 Shares 30,893 Est. Cost $8.61 Unrealized
KOMP STATE STREET 0.0%
Value ($000) $266 Shares 4,453 Est. Cost $55.78 Unrealized
GJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,004 Shares 25,364 Est. Cost $30.12 Unrealized
BANK AMERICA 0.0%
Value ($000) $457 Shares 365 Est. Cost $956.65 Unrealized
IMCV ISHARES MORNINGSTAR 0.0%
Value ($000) $471 Shares 5,717 Est. Cost $11.16 Unrealized
RDFI COLLABORATIVE INVESTMNT SER 0.0%
Value ($000) $585 Shares 24,463 Est. Cost $24.28 Unrealized
SQMX FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $386 Shares 11,579 Est. Cost $30.64 Unrealized
SMMV ISHARES MSCI 0.0%
Value ($000) $1,360 Shares 31,387 Est. Cost $32.51 Unrealized
SPIB SPDR SERIES TRUST 0.1%
Value ($000) $5,252 Shares 155,329 Est. Cost $32.42 Unrealized
WRN WESTERN COPPER 0.0%
Value ($000) $35 Shares 13,000 Est. Cost $1.07 Unrealized +116.0%
NAII NATURAL ALTERNATIVES 0.0%
Value ($000) $43 Shares 12,000 Est. Cost $7.47 Unrealized -59.2%
AOM ISHARES CORE 0.0%
Value ($000) $809 Shares 16,949 Est. Cost $44.97 Unrealized
FDLO FIDELITY COVINGTON TRUST 0.0%
Value ($000) $545 Shares 8,172 Est. Cost $47.76 Unrealized
FJAN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $245 Shares 4,743 Est. Cost $44.35 Unrealized
USRT ISHARES TR 0.0%
Value ($000) $243 Shares 4,273 Est. Cost $52.72 Unrealized
FRANKLIN UNVL TR 0.0%
Value ($000) $997 Shares 124,627 Est. Cost $6.45 Unrealized
EEMS ISHARES MSCI 0.0%
Value ($000) $939 Shares 13,913 Est. Cost $67.91 Unrealized
CWI SPDR MSCI 0.0%
Value ($000) $233 Shares 6,490 Est. Cost $32.66 Unrealized
TEMPLETON EMERGING MKTS 0.0%
Value ($000) $139 Shares 21,604 Est. Cost $5.21 Unrealized
ALLSPRING ADVANTAGE 0.0%
Value ($000) $137 Shares 11,560 Est. Cost $10.90 Unrealized
QWLD SPDR INDEX 0.0%
Value ($000) $302 Shares 2,105 Est. Cost $140.43 Unrealized
NUVEEN MASSACHUSETS QLT MUN 0.0%
Value ($000) $195 Shares 17,200 Est. Cost $12.71 Unrealized
XWEL XWELL INC 0.0%
Value ($000) $5 Shares 10,350 Est. Cost $4.37 Unrealized -80.7%
SMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $220 Shares 8,465 Est. Cost $25.32 Unrealized
GMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $263 Shares 6,434 Est. Cost $31.79 Unrealized
CCBG CAPITAL CITY BK GROUP INC 0.0%
Value ($000) $345 Shares 8,097 Est. Cost $32.37 Unrealized +28.2%
AUSM ALLSPRING EXCHANGE TRADED FU 0.1%
Value ($000) $12,548 Shares 500,001 Est. Cost $25.11 Unrealized
FJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $222 Shares 3,962 Est. Cost $54.73 Unrealized
BLACKROCK MUNIASSETS FD INC 0.0%
Value ($000) $113 Shares 10,541 Est. Cost $10.40 Unrealized
EVTR EATON VANCE 0.0%
Value ($000) $528 Shares 10,253 Est. Cost $51.80 Unrealized
BLACKROCK MUNIVEST FD INC 0.0%
Value ($000) $368 Shares 53,074 Est. Cost $1.00 Unrealized
INVESCO ADVANTAGE 0.0%
Value ($000) $96 Shares 10,550 Est. Cost $9.27 Unrealized
BLACKROCK CREDIT 0.0%
Value ($000) $178 Shares 16,431 Est. Cost $3.50 Unrealized
CALAMOS GLOBAL 0.0%
Value ($000) $197 Shares 26,525 Est. Cost $7.13 Unrealized
IBDV ISHARES IBONDS 0.0%
Value ($000) $938 Shares 42,521 Est. Cost $21.54 Unrealized
EATON VANCE SR INCOME TR 0.0%
Value ($000) $62 Shares 11,857 Est. Cost $5.48 Unrealized
ALLIANCEBERNSTEIN NATL MUN I 0.0%
Value ($000) $792 Shares 73,210 Est. Cost $5.32 Unrealized
PRFD PIMCO PFD 0.0%
Value ($000) $1,772 Shares 34,401 Est. Cost $51.80 Unrealized
BLACKROCK ENHANCED 0.0%
Value ($000) $177 Shares 15,120 Est. Cost $9.66 Unrealized
ODV OSISKO DEVELOPMENT CORP 0.0%
Value ($000) $70 Shares 20,000 Est. Cost $2.65 Unrealized +29.5%
XISE FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $204 Shares 6,715 Est. Cost $30.68 Unrealized
HBAN HUNTINGTON BANCSHARES 0.0%
Value ($000) $1,226 Shares 70,637 Est. Cost $12.03 Unrealized +35.4%
CREDIT SUISSE HIGH YIELD CRE 0.0%
Value ($000) $45 Shares 22,426 Est. Cost $1.88 Unrealized
HYLS FIRST TRUST 0.0%
Value ($000) $254 Shares 6,069 Est. Cost $44.84 Unrealized
ISCF ISHARES MSCI 0.0%
Value ($000) $682 Shares 16,448 Est. Cost $18.57 Unrealized
OBIL U S TREASURY 0.0%
Value ($000) $251 Shares 5,000 Est. Cost $49.87 Unrealized
ONEY STATE STREET 0.0%
Value ($000) $455 Shares 4,004 Est. Cost $19.89 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $252 Shares 3,962 Est. Cost $66.89 Unrealized -8.3%
BLACKROCK MUNI 0.0%
Value ($000) $202 Shares 19,357 Est. Cost $10.91 Unrealized