PFG Investments, LLC Diversified Active

Location: Woodbury, NY

CIK: 0001973224 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 23, 2026

Total Value: $2.582B (100.0% shares, 0.0% debt)

Holdings (1,295)

New Positions (169)

SPCX SPACE EXPLORATION TECHN CORP 0.2%
Value $5.508M Shares 32,234 Est. Cost $170.86 Unrealized
CBRS CEREBRAS SYSTEMS INC 0.1%
Value $2.635M Shares 11,922 Est. Cost $221.00 Unrealized
IEO ISHARES TR 0.1%
Value $2.089M Shares 19,021 Est. Cost $109.83 Unrealized
HON HONEYWELL INTL INC 0.1%
Value $1.478M Shares 6,599 Est. Cost $223.90 Unrealized
HONA HONEYWELL AEROSPACE INC 0.1%
Value $1.474M Shares 6,669 Est. Cost $221.08 Unrealized
IVVM BLACKROCK ETF TRUST II 0.1%
Value $1.341M Shares 36,288 Est. Cost $36.95 Unrealized
CVLC MORGAN STANLEY ETF TRUST 0.0%
Value $1.002M Shares 10,603 Est. Cost $94.47 Unrealized
KNTK KINETIK HOLDINGS INC 0.0%
Value $923K Shares 19,100 Est. Cost $48.34 Unrealized
AROC ARCHROCK INC 0.0%
Value $814K Shares 20,000 Est. Cost $40.71 Unrealized
FTXL FIRST TR EXCHANGE TRADED FD 0.0%
Value $788K Shares 2,766 Est. Cost $284.98 Unrealized
AMPG AMPLITECH GROUP INC 0.0%
Value $770K Shares 110,600 Est. Cost $6.96 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value $759K Shares 28,638 Est. Cost $26.50 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.0%
Value $743K Shares 20,352 Est. Cost $36.53 Unrealized
OVL LISTED FDS TR 0.0%
Value $697K Shares 12,316 Est. Cost $56.61 Unrealized
DXYZ DESTINY TECH100 INC 0.0%
Value $658K Shares 25,550 Est. Cost $25.76 Unrealized
OUST OUSTER INC 0.0%
Value $618K Shares 9,892 Est. Cost $62.52 Unrealized
NULG NUSHARES ETF TR 0.0%
Value $606K Shares 5,177 Est. Cost $117.05 Unrealized
WESTERN ASSET INFLT LNK INC 0.0%
Value $596K Shares 73,300 Est. Cost $8.13 Unrealized
VIOV VANGUARD ADMIRAL FDS INC 0.0%
Value $589K Shares 5,020 Est. Cost $117.34 Unrealized
DRAM ROUNDHILL ETF TRUST 0.0%
Value $544K Shares 7,365 Est. Cost $73.85 Unrealized
WIP SPDR SERIES TRUST 0.0%
Value $536K Shares 13,617 Est. Cost $39.39 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value $517K Shares 3,815 Est. Cost $135.64 Unrealized
IALT BLACKROCK ETF TRUST 0.0%
Value $515K Shares 18,369 Est. Cost $28.05 Unrealized
IONQ IONQ INC 0.0%
Value $510K Shares 9,569 Est. Cost $53.26 Unrealized
AGIX KRANESHARES TRUST 0.0%
Value $501K Shares 10,675 Est. Cost $46.89 Unrealized
OWL BLUE OWL CAPITAL INC 0.0%
Value $500K Shares 57,117 Est. Cost $8.75 Unrealized
COR CENCORA INC 0.0%
Value $499K Shares 1,765 Est. Cost $282.93 Unrealized
AIPO TIDAL TRUST II 0.0%
Value $498K Shares 14,910 Est. Cost $33.41 Unrealized
WSR WHITESTONE REIT 0.0%
Value $495K Shares 26,100 Est. Cost $18.96 Unrealized
TDAQ ETF OPPORTUNITIES TRUST 0.0%
Value $461K Shares 16,237 Est. Cost $28.40 Unrealized
NASA TEMA ETF TRUST 0.0%
Value $451K Shares 14,846 Est. Cost $30.38 Unrealized
FCEL FUELCELL ENERGY INC 0.0%
Value $441K Shares 12,246 Est. Cost $36.01 Unrealized
BUG GLOBAL X FDS 0.0%
Value $421K Shares 11,013 Est. Cost $38.19 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.0%
Value $411K Shares 4,190 Est. Cost $98.20 Unrealized
BE BLOOM ENERGY CORP 0.0%
Value $411K Shares 1,357 Est. Cost $302.70 Unrealized
FALN ISHARES TR 0.0%
Value $411K Shares 15,077 Est. Cost $27.24 Unrealized
KEEL KEEL INFRASTRUCTURE CORP 0.0%
Value $406K Shares 70,655 Est. Cost $5.74 Unrealized
QDTE ROUNDHILL ETF TRUST 0.0%
Value $396K Shares 12,711 Est. Cost $31.13 Unrealized
ALGM ALLEGRO MICROSYSTEMS INC 0.0%
Value $395K Shares 5,680 Est. Cost $69.62 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value $388K Shares 1,425 Est. Cost $271.95 Unrealized
PRVS PARNASSUS INCOME FDS 0.0%
Value $366K Shares 11,122 Est. Cost $32.87 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value $364K Shares 3,204 Est. Cost $113.69 Unrealized
IGPT INVESCO EXCHANGE TRADED FD T 0.0%
Value $358K Shares 3,442 Est. Cost $104.10 Unrealized
AVEX AEVEX CORP 0.0%
Value $355K Shares 17,000 Est. Cost $20.89 Unrealized
MLPA GLOBAL X FDS 0.0%
Value $341K Shares 6,429 Est. Cost $53.08 Unrealized
CWI SPDR INDEX SHS FDS 0.0%
Value $340K Shares 8,370 Est. Cost $40.67 Unrealized
APH AMPHENOL CORP 0.0%
Value $337K Shares 1,912 Est. Cost $176.30 Unrealized
XAGG MORGAN STANLEY ETF TRUST 0.0%
Value $337K Shares 6,731 Est. Cost $49.99 Unrealized
NUEM NUSHARES ETF TR 0.0%
Value $323K Shares 7,616 Est. Cost $42.44 Unrealized
MVFG NORTHERN LTS FD TR IV 0.0%
Value $322K Shares 9,281 Est. Cost $34.70 Unrealized
RYAN RYAN SPECIALTY HOLDINGS INC 0.0%
Value $319K Shares 8,457 Est. Cost $37.76 Unrealized
TEM TEMPUS AI INC 0.0%
Value $316K Shares 5,460 Est. Cost $57.93 Unrealized
ARTY ISHARES TR 0.0%
Value $316K Shares 4,148 Est. Cost $76.16 Unrealized
RAAX VANECK ETF TRUST 0.0%
Value $315K Shares 7,934 Est. Cost $39.67 Unrealized
FDXF FEDEX FGHT HLDG CO INC 0.0%
Value $314K Shares 2,079 Est. Cost $151.00 Unrealized
EVMO MORGAN STANLEY ETF TRUST 0.0%
Value $313K Shares 6,271 Est. Cost $49.99 Unrealized
JBL JABIL INC 0.0%
Value $313K Shares 811 Est. Cost $385.48 Unrealized
WLY WILEY JOHN & SONS INC 0.0%
Value $311K Shares 6,409 Est. Cost $48.51 Unrealized
CCL CARNIVAL CORP LTD 0.0%
Value $307K Shares 10,744 Est. Cost $28.57 Unrealized
SMHX VANECK ETF TRUST 0.0%
Value $306K Shares 4,786 Est. Cost $63.89 Unrealized
TECL DIREXION SHARES ETF TRUST 0.0%
Value $303K Shares 1,313 Est. Cost $230.69 Unrealized
STT STATE STR CORP 0.0%
Value $297K Shares 1,754 Est. Cost $169.59 Unrealized
STXE EA SERIES TRUST 0.0%
Value $297K Shares 5,658 Est. Cost $52.55 Unrealized
INSM INSMED INC 0.0%
Value $295K Shares 2,768 Est. Cost $106.62 Unrealized
QQMG INVESCO EXCH TRADED FD TR II 0.0%
Value $295K Shares 5,760 Est. Cost $51.23 Unrealized
CNC CENTENE CORP DEL 0.0%
Value $293K Shares 4,563 Est. Cost $64.19 Unrealized
CTEC GLOBAL X FDS 0.0%
Value $292K Shares 4,502 Est. Cost $64.75 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value $290K Shares 3,986 Est. Cost $72.83 Unrealized
NHYM NUSHARES ETF TR 0.0%
Value $286K Shares 11,399 Est. Cost $25.12 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value $279K Shares 1,444 Est. Cost $193.22 Unrealized
RBRK RUBRIK INC. 0.0%
Value $277K Shares 3,455 Est. Cost $80.28 Unrealized
ZTS ZOETIS INC 0.0%
Value $277K Shares 3,856 Est. Cost $71.87 Unrealized
RY ROYAL BK CDA 0.0%
Value $277K Shares 1,336 Est. Cost $206.97 Unrealized
MOO VANECK ETF TRUST 0.0%
Value $276K Shares 3,486 Est. Cost $79.19 Unrealized
SIXG ETF SER SOLUTIONS 0.0%
Value $274K Shares 2,880 Est. Cost $95.03 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.0%
Value $272K Shares 1,121 Est. Cost $242.65 Unrealized
KBE SPDR SERIES TRUST 0.0%
Value $272K Shares 3,986 Est. Cost $68.22 Unrealized
NLR VANECK ETF TRUST 0.0%
Value $271K Shares 2,336 Est. Cost $115.96 Unrealized
FLY FIREFLY AEROSPACE INC 0.0%
Value $271K Shares 9,201 Est. Cost $29.40 Unrealized
WY WEYERHAEUSER CO 0.0%
Value $270K Shares 11,273 Est. Cost $23.94 Unrealized
SSNC SS&C TECH HLDGS 0.0%
Value $265K Shares 4,276 Est. Cost $62.05 Unrealized
FTHI FIRST TR EXCHANGE TRADED FD 0.0%
Value $264K Shares 11,088 Est. Cost $23.85 Unrealized
PZT INVESCO EXCH TRADED FD TR II 0.0%
Value $262K Shares 11,537 Est. Cost $22.73 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value $261K Shares 3,028 Est. Cost $86.08 Unrealized
BUFQ FIRST TR EXCHNG TRADED FD VI 0.0%
Value $260K Shares 6,623 Est. Cost $39.27 Unrealized
ROBT FIRST TR EXCHANGE TRADED FD 0.0%
Value $259K Shares 4,605 Est. Cost $56.26 Unrealized
CSGP COSTAR GROUP INC 0.0%
Value $257K Shares 9,091 Est. Cost $28.32 Unrealized
KRE SPDR SERIES TRUST 0.0%
Value $257K Shares 3,430 Est. Cost $74.85 Unrealized
FTNT FORTINET INC 0.0%
Value $257K Shares 1,671 Est. Cost $153.62 Unrealized
PIMCO DYNAMIC INCOME STRATEG 0.0%
Value $256K Shares 12,297 Est. Cost $20.82 Unrealized
HYHG PROSHARES TR 0.0%
Value $252K Shares 3,887 Est. Cost $64.88 Unrealized
VVX V2X INC 0.0%
Value $252K Shares 3,375 Est. Cost $74.56 Unrealized
CDW CDW CORP 0.0%
Value $246K Shares 1,748 Est. Cost $140.65 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value $245K Shares 12,032 Est. Cost $20.37 Unrealized
OC OWENS CORNING NEW 0.0%
Value $244K Shares 1,532 Est. Cost $158.95 Unrealized
VNT VONTIER CORPORATION 0.0%
Value $243K Shares 8,386 Est. Cost $29.00 Unrealized
FEPI ETF OPPORTUNITIES TRUST 0.0%
Value $243K Shares 5,625 Est. Cost $43.12 Unrealized
UFCS UNITED FIRE GROUP INC 0.0%
Value $240K Shares 4,575 Est. Cost $52.44 Unrealized
BAX BAXTER INTL INC 0.0%
Value $240K Shares 11,249 Est. Cost $21.32 Unrealized
BITQ BITWISE FUNDS TRUST 0.0%
Value $239K Shares 9,762 Est. Cost $24.50 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value $237K Shares 1,743 Est. Cost $135.99 Unrealized
GGOV BLACKROCK ETF TRUST II 0.0%
Value $236K Shares 4,693 Est. Cost $50.29 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value $235K Shares 2,178 Est. Cost $107.80 Unrealized
UHAL/B U HAUL HOLDING COMPANY 0.0%
Value $234K Shares 4,053 Est. Cost $57.70 Unrealized
UBS UBS GROUP AG 0.0%
Value $230K Shares 4,637 Est. Cost $49.56 Unrealized
AMDY TIDAL TRUST II 0.0%
Value $228K Shares 3,889 Est. Cost $58.74 Unrealized
TWLO TWILIO INC 0.0%
Value $228K Shares 1,106 Est. Cost $206.33 Unrealized
FEGE RBB FUND TRUST 0.0%
Value $227K Shares 4,650 Est. Cost $48.92 Unrealized
ING ING GROEP N.V. 0.0%
Value $227K Shares 7,230 Est. Cost $31.38 Unrealized
USIG ISHARES TR 0.0%
Value $227K Shares 4,421 Est. Cost $51.29 Unrealized
MOH MOLINA HEALTHCARE INC 0.0%
Value $226K Shares 987 Est. Cost $228.70 Unrealized
CHPY TIDAL TRUST II 0.0%
Value $225K Shares 2,550 Est. Cost $88.14 Unrealized
GRNY TIDAL TRUST I 0.0%
Value $224K Shares 8,097 Est. Cost $27.65 Unrealized
XAR SPDR SERIES TRUST 0.0%
Value $223K Shares 786 Est. Cost $283.86 Unrealized
DRIV GLOBAL X FDS 0.0%
Value $223K Shares 5,772 Est. Cost $38.57 Unrealized
SNPE DBX ETF TR 0.0%
Value $222K Shares 3,222 Est. Cost $68.86 Unrealized
XME SPDR SERIES TRUST 0.0%
Value $222K Shares 2,074 Est. Cost $106.95 Unrealized
SPYG SPDR SERIES TRUST 0.0%
Value $221K Shares 1,861 Est. Cost $118.96 Unrealized
SCHY SCHWAB STRATEGIC TR 0.0%
Value $220K Shares 6,947 Est. Cost $31.73 Unrealized
WRBY WARBY PARKER INC 0.0%
Value $220K Shares 7,240 Est. Cost $30.34 Unrealized
FLR FLUOR CORP 0.0%
Value $218K Shares 4,163 Est. Cost $52.39 Unrealized
MTCH MATCH GROUP INC NEW 0.0%
Value $218K Shares 5,725 Est. Cost $38.05 Unrealized
CASY CASEYS GEN STORES INC 0.0%
Value $217K Shares 273 Est. Cost $796.09 Unrealized
SANM SANMINA CORP 0.0%
Value $217K Shares 858 Est. Cost $253.08 Unrealized
GEN GEN DIGITAL INC 0.0%
Value $216K Shares 8,684 Est. Cost $24.89 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value $216K Shares 4,481 Est. Cost $48.12 Unrealized
MIDD MIDDLEBY CORP 0.0%
Value $215K Shares 1,250 Est. Cost $172.01 Unrealized
LAD LITHIA MTRS INC 0.0%
Value $212K Shares 731 Est. Cost $290.52 Unrealized
DASH DOORDASH INC 0.0%
Value $212K Shares 1,149 Est. Cost $184.53 Unrealized
IWO ISHARES TR 0.0%
Value $212K Shares 538 Est. Cost $393.77 Unrealized
SNX TD SYNNEX CORPORATION 0.0%
Value $210K Shares 784 Est. Cost $267.40 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value $209K Shares 4,200 Est. Cost $49.86 Unrealized
INFQ INFLEQTION INC 0.0%
Value $209K Shares 15,690 Est. Cost $13.32 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDGS 0.0%
Value $209K Shares 9,879 Est. Cost $21.11 Unrealized
SHE SPDR SERIES TRUST 0.0%
Value $207K Shares 1,343 Est. Cost $154.44 Unrealized
ARKG ARK ETF TR 0.0%
Value $207K Shares 4,910 Est. Cost $42.06 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value $206K Shares 2,941 Est. Cost $70.08 Unrealized
QMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value $206K Shares 5,529 Est. Cost $37.23 Unrealized
QDF FLEXSHARES TR 0.0%
Value $206K Shares 2,289 Est. Cost $89.91 Unrealized
PNW PINNACLE WEST CAP CORP 0.0%
Value $204K Shares 1,904 Est. Cost $106.98 Unrealized
KEY KEYCORP 0.0%
Value $204K Shares 8,829 Est. Cost $23.05 Unrealized
XEL XCEL ENERGY INC 0.0%
Value $203K Shares 2,522 Est. Cost $80.31 Unrealized
VIDA VIDA GLOBAL INC 0.0%
Value $202K Shares 72,276 Est. Cost $2.80 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value $202K Shares 1,535 Est. Cost $131.62 Unrealized
BILI BILIBILI INC 0.0%
Value $202K Shares 11,850 Est. Cost $17.03 Unrealized
ARWR ARROWHEAD PHARMACEUTICALS IN 0.0%
Value $201K Shares 2,470 Est. Cost $81.51 Unrealized
LYFT LYFT INC 0.0%
Value $196K Shares 13,402 Est. Cost $14.61 Unrealized
ABERDEEN MUN INCOME FD 0.0%
Value $156K Shares 27,678 Est. Cost $5.62 Unrealized
MEME ROUNDHILL ETF TRUST 0.0%
Value $142K Shares 14,750 Est. Cost $9.63 Unrealized
DGXX DIGI PWR X INC 0.0%
Value $136K Shares 25,000 Est. Cost $5.45 Unrealized
WEN WENDYS CO 0.0%
Value $125K Shares 15,107 Est. Cost $8.29 Unrealized
ONCY ONCOLYTICS BIOTECH INC 0.0%
Value $122K Shares 128,300 Est. Cost $0.95 Unrealized
LBTYA LIBERTY GLOBAL LTD 0.0%
Value $120K Shares 10,558 Est. Cost $11.37 Unrealized
NEUBERGER HIGH YIELD ST FD I 0.0%
Value $115K Shares 18,500 Est. Cost $6.24 Unrealized
SG SWEETGREEN INC 0.0%
Value $112K Shares 12,700 Est. Cost $8.81 Unrealized
ABAT AMERICAN BATTERY TECHNOLOGY 0.0%
Value $105K Shares 37,114 Est. Cost $2.83 Unrealized
SOUN SOUNDHOUND AI INC 0.0%
Value $102K Shares 15,841 Est. Cost $6.47 Unrealized
AUR AURORA INNOVATION INC 0.0%
Value $94,116 Shares 13,800 Est. Cost $6.82 Unrealized
FLO FLOWERS FOODS INC 0.0%
Value $93,109 Shares 11,786 Est. Cost $7.90 Unrealized
SGMT SAGIMET BIOSCIENCES INC 0.0%
Value $77,300 Shares 10,000 Est. Cost $7.73 Unrealized
NUAI NEW ERA ENERGY & DIGITAL INC 0.0%
Value $63,800 Shares 10,000 Est. Cost $6.38 Unrealized
CCCC C4 THERAPEUTICS INC 0.0%
Value $46,700 Shares 10,000 Est. Cost $4.67 Unrealized
SIDU SIDUS SPACE INC 0.0%
Value $44,960 Shares 16,000 Est. Cost $2.81 Unrealized
FURY FURY GOLD MINES LIMITED 0.0%
Value $27,876 Shares 51,632 Est. Cost $0.54 Unrealized
OCGN OCUGEN INC 0.0%
Value $19,685 Shares 12,866 Est. Cost $1.53 Unrealized
GERN GERON CORP 0.0%
Value $16,059 Shares 12,546 Est. Cost $1.28 Unrealized
SPWR SUNPOWER INC 0.0%
Value $13,746 Shares 20,000 Est. Cost $0.69 Unrealized
TNYA TENAYA THERAPEUTICS INC 0.0%
Value $7,465 Shares 10,100 Est. Cost $0.74 Unrealized
RQI-R COHEN & STEERS QUALITY INCOM 0.0%
Value $189 Shares 12,676 Est. Cost $0.01 Unrealized

Increased Positions (490)

AMD ADVANCED MICRO DEVICES INC 1.6%
Value $40.98M (+295.1%) Shares 70,540 (+38.3%) Est. Cost $270.41 Unrealized
NVDA NVIDIA CORPORATION 3.6%
Value $93.91M (+28.2%) Shares 469,347 (+11.7%) Est. Cost $111.75 Unrealized
KLAC KLA CORP 0.7%
Value $19.01M (+1509.6%) Shares 63,013 (+7757.0%) Est. Cost $304.46 Unrealized
XLK SELECT SECTOR SPDR TR 1.7%
Value $42.85M (+58.3%) Shares 224,935 (+10.4%) Est. Cost $154.48 Unrealized
MU MICRON TECHNOLOGY INC 0.8%
Value $20.81M (+274.2%) Shares 18,033 (+9.5%) Est. Cost $181.18 Unrealized
AVGO BROADCOM INC 0.9%
Value $24.31M (+126.3%) Shares 64,368 (+85.4%) Est. Cost $264.52 Unrealized
GLW CORNING INC 0.9%
Value $22.88M (+120.6%) Shares 89,563 (+17.5%) Est. Cost $74.20 Unrealized
AMZN AMAZON COM INC 1.8%
Value $46.35M (+25.8%) Shares 194,482 (+9.9%) Est. Cost $160.28 Unrealized
QQQ INVESCO QQQ TR 1.1%
Value $29.1M (+29.3%) Shares 39,511 (+1.3%) Est. Cost $446.50 Unrealized
ALAB ASTERA LABS INC 0.3%
Value $6.756M (+938.5%) Shares 13,986 (+135.7%) Est. Cost $334.90 Unrealized
GOOG ALPHABET INC 1.0%
Value $25.02M (+32.0%) Shares 70,800 (+7.2%) Est. Cost $154.38 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 1.4%
Value $35.46M (+20.0%) Shares 47,482 (+4.5%) Est. Cost $524.58 Unrealized
SMH VANECK ETF TRUST 0.4%
Value $9.694M (+145.7%) Shares 14,780 (+43.6%) Est. Cost $392.99 Unrealized
CRWV COREWEAVE INC 0.4%
Value $10.26M (+96.9%) Shares 103,081 (+53.2%) Est. Cost $100.71 Unrealized
CAT CATERPILLAR INC 0.4%
Value $11.55M (+77.0%) Shares 10,845 (+17.7%) Est. Cost $498.50 Unrealized
MDT MEDTRONIC PLC 0.2%
Value $5.512M (+522.7%) Shares 70,457 (+589.7%) Est. Cost $78.51 Unrealized
XOM EXXON MOBIL CORP 0.8%
Value $19.88M (-18.0%) Shares 145,410 (+1.8%) Est. Cost $100.22 Unrealized
LLY ELI LILLY & CO 0.5%
Value $13.03M (+46.9%) Shares 10,863 (+12.6%) Est. Cost $777.45 Unrealized
CHGX EA SERIES TRUST 0.6%
Value $15.45M (+35.3%) Shares 465,343 (+9.3%) Est. Cost $26.73 Unrealized
CORNERSTONE STRATEGIC INVEST 1.3%
Value $33.97M (+13.2%) Shares 4,492,919 (+9.0%) Est. Cost $8.02 Unrealized
GEV GE VERNOVA INC 0.4%
Value $9.647M (+53.8%) Shares 8,211 (+14.3%) Est. Cost $346.79 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value $13.64M (+31.3%) Shares 48,519 (+13.2%) Est. Cost $164.81 Unrealized
JPM JPMORGAN CHASE & CO 0.9%
Value $23.83M (+14.3%) Shares 72,804 (+2.7%) Est. Cost $168.95 Unrealized
ORCL ORACLE CORP 0.4%
Value $10.02M (+41.2%) Shares 68,384 (+41.8%) Est. Cost $134.07 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.2%
Value $4.224M (+156.4%) Shares 4,378 (+4.1%) Est. Cost $122.33 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.3%
Value $6.982M (+52.1%) Shares 14,620 (+7.6%) Est. Cost $176.99 Unrealized
IVV ISHARES TR 0.3%
Value $6.975M (+50.3%) Shares 9,314 (+31.1%) Est. Cost $610.10 Unrealized
DSI ISHARES TR 0.5%
Value $13.92M (+19.6%) Shares 97,760 (+1.8%) Est. Cost $86.25 Unrealized
CAIQ CALAMOS ETF TR 0.1%
Value $3.21M (+244.7%) Shares 119,562 (+206.1%) Est. Cost $25.87 Unrealized
VTI VANGUARD INDEX FDS 0.5%
Value $12.53M (+21.6%) Shares 33,851 (+5.4%) Est. Cost $258.48 Unrealized
MSFT MICROSOFT CORP 2.0%
Value $51.89M (+4.5%) Shares 139,114 (+3.7%) Est. Cost $364.48 Unrealized
USAR USA RARE EARTH INC 0.1%
Value $3.691M (+144.3%) Shares 171,047 (+71.3%) Est. Cost $20.75 Unrealized
ASML ASML HLDG NV 0.2%
Value $5.815M (+57.7%) Shares 2,923 (+4.7%) Est. Cost $890.05 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.8%
Value $19.81M (+11.6%) Shares 21,181 (+18.9%) Est. Cost $681.34 Unrealized
ABBV ABBVIE INC 0.4%
Value $9.777M (+26.6%) Shares 38,855 (+9.4%) Est. Cost $168.62 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value $4.698M (+75.7%) Shares 13,889 (+57.1%) Est. Cost $277.56 Unrealized
VOO VANGUARD INDEX FDS 0.6%
Value $14.4M (+16.2%) Shares 20,966 (+1.1%) Est. Cost $532.14 Unrealized
BX BLACKSTONE INC 0.2%
Value $4.887M (+66.0%) Shares 41,533 (+62.2%) Est. Cost $111.85 Unrealized
APLD APPLIED DIGITAL CORP 0.1%
Value $2.719M (+244.9%) Shares 72,897 (+119.5%) Est. Cost $26.20 Unrealized
CVIE MORGAN STANLEY ETF TRUST 0.1%
Value $2.263M (+462.6%) Shares 26,622 (+381.1%) Est. Cost $82.25 Unrealized
FV FIRST TR EXCHANGE TRADED FD 0.3%
Value $7.052M (+34.2%) Shares 92,939 (+6.9%) Est. Cost $52.14 Unrealized
T AT&T INC 0.2%
Value $5.699M (-23.5%) Shares 275,314 (+7.1%) Est. Cost $16.23 Unrealized
SPGI S&P GLOBAL INC 0.2%
Value $4.377M (+65.4%) Shares 10,748 (+72.7%) Est. Cost $430.67 Unrealized
ASTS AST SPACEMOBILE INC 0.1%
Value $2.053M (+440.8%) Shares 23,104 (+404.3%) Est. Cost $85.39 Unrealized
V VISA INC 0.4%
Value $10.42M (+18.3%) Shares 30,358 (+4.2%) Est. Cost $259.36 Unrealized
IWY ISHARES TR 0.3%
Value $6.472M (+32.2%) Shares 22,270 (+13.2%) Est. Cost $253.69 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $3.035M (+103.7%) Shares 6,053 (+99.8%) Est. Cost $528.39 Unrealized
ETHO AMPLIFY ETF TR 0.1%
Value $2.337M (+187.3%) Shares 28,989 (+135.5%) Est. Cost $71.55 Unrealized
GRID FIRST TR EXCHANGE-TRADED FD 0.4%
Value $9.424M (+18.9%) Shares 49,150 (+1.5%) Est. Cost $112.89 Unrealized
SGOV ISHARES TR 0.4%
Value $10.6M (+16.1%) Shares 105,259 (+16.1%) Est. Cost $100.65 Unrealized
IVVB BLACKROCK ETF TRUST II 0.1%
Value $1.744M (+364.6%) Shares 50,370 (+329.8%) Est. Cost $33.68 Unrealized
SNDK SANDISK CORP 0.1%
Value $1.792M (+285.8%) Shares 788 (+7.8%) Est. Cost $643.60 Unrealized
BAI BLACKROCK ETF TRUST 0.1%
Value $2.003M (+188.9%) Shares 37,993 (+80.6%) Est. Cost $42.11 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value $3.513M (+54.6%) Shares 38,315 (+43.7%) Est. Cost $81.48 Unrealized
NUDM NUSHARES ETF TR 0.4%
Value $10.14M (+13.9%) Shares 253,459 (+2.7%) Est. Cost $34.21 Unrealized
SPYI NEOS ETF TRUST 0.2%
Value $4.426M (+35.2%) Shares 83,370 (+25.7%) Est. Cost $50.55 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.1%
Value $1.927M (+139.1%) Shares 13,583 (+110.9%) Est. Cost $135.08 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value $5.474M (+24.9%) Shares 63,551 (+533.4%) Est. Cost $131.26 Unrealized
ESGV VANGUARD WORLD FD 0.2%
Value $5.213M (+25.5%) Shares 39,421 (+6.6%) Est. Cost $103.00 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value $3.12M (+50.1%) Shares 26,106 (+776.0%) Est. Cost $178.09 Unrealized
KO COCA COLA CO 0.2%
Value $6.412M (+18.7%) Shares 78,900 (+11.0%) Est. Cost $59.47 Unrealized
EMNT PIMCO ETF TR 0.8%
Value $20.95M (+5.0%) Shares 211,780 (+5.0%) Est. Cost $98.74 Unrealized
CAIE CALAMOS ETF TR 0.1%
Value $2.241M (+79.7%) Shares 82,355 (+66.0%) Est. Cost $26.95 Unrealized
PWB INVESCO EXCHANGE TRADED FD T 0.1%
Value $1.453M (+213.1%) Shares 8,623 (+134.1%) Est. Cost $142.28 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP 0.3%
Value $7.716M (-11.4%) Shares 255,745 (+4.1%) Est. Cost $18.16 Unrealized
META META PLATFORMS INC 1.0%
Value $25.57M (+4.0%) Shares 45,388 (+5.6%) Est. Cost $385.26 Unrealized
AGNC AGNC INVT CORP 0.2%
Value $4.602M (+25.8%) Shares 422,234 (+15.8%) Est. Cost $9.89 Unrealized
C CITIGROUP INC 0.2%
Value $4.63M (+25.2%) Shares 33,084 (+1.5%) Est. Cost $68.37 Unrealized
BLDX IMPAX FUNDS SERIES TRUST I 0.1%
Value $2.196M (+72.2%) Shares 84,273 (+69.5%) Est. Cost $25.81 Unrealized
QTUM ETF SER SOLUTIONS 0.0%
Value $1.144M (+396.7%) Shares 6,920 (+222.3%) Est. Cost $147.37 Unrealized
MS MORGAN STANLEY 0.2%
Value $3.896M (+30.3%) Shares 18,636 (+2.6%) Est. Cost $87.39 Unrealized
ETN EATON CORP PLC 0.1%
Value $2.762M (+48.8%) Shares 6,482 (+24.9%) Est. Cost $262.62 Unrealized
PSI INVESCO EXCHANGE TRADED FD T 0.1%
Value $1.707M (+109.1%) Shares 9,088 (+5.1%) Est. Cost $62.90 Unrealized
CMI CUMMINS INC 0.1%
Value $2.754M (+47.7%) Shares 3,861 (+11.5%) Est. Cost $355.75 Unrealized
MO ALTRIA GROUP INC 0.2%
Value $5.289M (+17.9%) Shares 73,508 (+8.1%) Est. Cost $42.76 Unrealized
MRK MERCK & CO INC 0.3%
Value $8.248M (+10.6%) Shares 64,183 (+3.6%) Est. Cost $109.29 Unrealized
CIBR FIRST TR EXCHANGE-TRADED FD 0.1%
Value $2.34M (+50.6%) Shares 26,047 (+5.0%) Est. Cost $62.50 Unrealized
CVSB MORGAN STANLEY ETF TRUST 0.1%
Value $1.417M (+123.7%) Shares 27,986 (+123.6%) Est. Cost $50.64 Unrealized
ESML ISHARES TR 0.1%
Value $2.06M (+60.8%) Shares 36,835 (+35.2%) Est. Cost $49.34 Unrealized
ONDS ONDAS INC 0.0%
Value $869K (+837.2%) Shares 105,500 (+928.2%) Est. Cost $8.54 Unrealized
HD HOME DEPOT INC 0.3%
Value $7.944M (+10.8%) Shares 22,524 (+3.3%) Est. Cost $331.27 Unrealized
UPS UNITED PARCEL SVCS INC 0.3%
Value $6.819M (+12.6%) Shares 63,437 (+3.1%) Est. Cost $120.40 Unrealized
IEFA ISHARES TR 0.2%
Value $6.261M (+13.0%) Shares 64,828 (+6.0%) Est. Cost $80.17 Unrealized
RKLB ROCKET LAB CORP 0.1%
Value $1.625M (+73.4%) Shares 15,985 (+9.5%) Est. Cost $47.35 Unrealized
EMR EMERSON ELEC CO 0.1%
Value $3.707M (+22.0%) Shares 25,894 (+11.6%) Est. Cost $111.86 Unrealized
DIS DISNEY WALT CO 0.2%
Value $4.442M (+17.6%) Shares 46,149 (+17.8%) Est. Cost $98.01 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value $861K (+301.3%) Shares 17,140 (+299.1%) Est. Cost $49.80 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.6%
Value $15.64M (-3.9%) Shares 134,022 (+20.4%) Est. Cost $55.32 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.2%
Value $4.685M (+15.8%) Shares 76,233 (+4.6%) Est. Cost $54.49 Unrealized
EMSF MATTHEWS INTL FDS 0.1%
Value $1.415M (+80.9%) Shares 33,285 (+32.3%) Est. Cost $32.78 Unrealized
QYLD GLOBAL X FDS 0.2%
Value $6.048M (+11.6%) Shares 328,168 (+3.9%) Est. Cost $17.36 Unrealized
IRM IRON MTN INC DEL 0.1%
Value $3.037M (+26.2%) Shares 24,046 (+2.0%) Est. Cost $60.06 Unrealized
VYM VANGUARD WHITEHALL FDS 0.3%
Value $6.755M (+9.9%) Shares 42,748 (+3.0%) Est. Cost $115.56 Unrealized
FSLR FIRST SOLAR INC 0.1%
Value $2.204M (+38.1%) Shares 9,339 (+15.4%) Est. Cost $210.91 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.1%
Value $2.297M (+34.9%) Shares 15,138 (+7.3%) Est. Cost $91.72 Unrealized
SDY SPDR SERIES TRUST 0.2%
Value $4.195M (+16.1%) Shares 27,567 (+11.3%) Est. Cost $133.58 Unrealized
DDD 3D SYS CORP DEL 0.0%
Value $861K (+187.8%) Shares 285,190 (+79.2%) Est. Cost $2.65 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value $1.196M (+88.2%) Shares 4,701 (+11.6%) Est. Cost $198.46 Unrealized
MCD MCDONALDS CORP 0.2%
Value $4.369M (-11.3%) Shares 16,164 (+2.0%) Est. Cost $273.24 Unrealized
SCHD SCHWAB STRATEGIC TR 0.3%
Value $6.911M (+8.7%) Shares 217,937 (+5.2%) Est. Cost $34.03 Unrealized
QQQH NEOS ETF TRUST 0.2%
Value $4.392M (+14.4%) Shares 78,646 (+5.0%) Est. Cost $49.42 Unrealized
NOW SERVICENOW INC 0.1%
Value $2.104M (+35.4%) Shares 21,190 (+42.6%) Est. Cost $134.32 Unrealized
UNP UNION PAC CORP 0.1%
Value $3.076M (+21.5%) Shares 11,307 (+8.3%) Est. Cost $223.56 Unrealized
IEMG ISHARES INC 0.1%
Value $3.146M (+20.7%) Shares 37,971 (+1.6%) Est. Cost $59.03 Unrealized
AXON AXON ENTERPRISE INC 0.1%
Value $2.06M (+34.6%) Shares 3,674 (+1.9%) Est. Cost $268.35 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.0%
Value $852K (+162.1%) Shares 5,277 (+81.9%) Est. Cost $134.36 Unrealized
IJH ISHARES TR 0.1%
Value $1.9M (+37.1%) Shares 24,644 (+20.0%) Est. Cost $65.30 Unrealized
NULV NUSHARES ETF TR 0.0%
Value $1.063M (+86.4%) Shares 21,259 (+69.7%) Est. Cost $43.95 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value $1.572M (+45.6%) Shares 18,393 (+31.3%) Est. Cost $70.98 Unrealized
ABR ARBOR REALTY TRUST INC 0.0%
Value $1.206M (-28.7%) Shares 222,470 (+1.4%) Est. Cost $12.83 Unrealized
SPRX LISTED FDS TR 0.0%
Value $998K (+92.4%) Shares 17,215 (+18.1%) Est. Cost $40.88 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $961K (+98.2%) Shares 5,764 (+106.3%) Est. Cost $178.64 Unrealized
GOVT ISHARES TR 0.1%
Value $1.653M (+40.0%) Shares 72,559 (+40.8%) Est. Cost $22.91 Unrealized
NFLX NETFLIX INC. 0.3%
Value $8.029M (-5.6%) Shares 112,450 (+27.2%) Est. Cost $95.82 Unrealized
IREN IREN LIMITED 0.0%
Value $823K (+131.8%) Shares 18,001 (+73.8%) Est. Cost $48.50 Unrealized
BEPC BROOKFIELD RENEWABLE CORP 0.3%
Value $7.949M (-5.6%) Shares 214,136 (+1.3%) Est. Cost $29.19 Unrealized
PG PROCTER & GAMBLE CO 0.4%
Value $9.451M (+5.2%) Shares 64,448 (+3.6%) Est. Cost $145.71 Unrealized
IVW ISHARES TR 0.1%
Value $2.025M (+29.5%) Shares 14,726 (+6.5%) Est. Cost $105.70 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value $2.066M (+28.4%) Shares 87,475 (+22.3%) Est. Cost $27.82 Unrealized
ANET ARISTA NETWORKS INC 0.1%
Value $1.379M (+49.1%) Shares 8,118 (+7.7%) Est. Cost $127.31 Unrealized
RGLD ROYAL GOLD INC 0.1%
Value $1.759M (-20.4%) Shares 8,813 (+1.4%) Est. Cost $142.06 Unrealized
PSLV SPROTT ASSET MANAGEMENT LP 0.1%
Value $1.632M (-21.6%) Shares 86,507 (+1.3%) Est. Cost $10.01 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.0%
Value $1.019M (+76.2%) Shares 22,399 (+76.7%) Est. Cost $45.50 Unrealized
ET ENERGY TRANSFER L P 0.2%
Value $5.039M (+9.4%) Shares 263,552 (+10.5%) Est. Cost $16.27 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value $3.773M (+12.9%) Shares 17,312 (+1.6%) Est. Cost $165.72 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value $1.457M (+40.7%) Shares 5,916 (+18.9%) Est. Cost $174.53 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.208M (+52.7%) Shares 20,225 (+52.8%) Est. Cost $59.79 Unrealized
ARKK ARK ETF TR 0.1%
Value $2.293M (+22.1%) Shares 28,376 (+2.1%) Est. Cost $48.31 Unrealized
ITA ISHARES TR 0.1%
Value $2.66M (+18.2%) Shares 10,972 (+6.7%) Est. Cost $155.94 Unrealized
BINC BLACKROCK ETF TRUST II 0.0%
Value $1.104M (+58.1%) Shares 21,088 (+56.8%) Est. Cost $52.76 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.1%
Value $2.221M (+22.3%) Shares 36,838 (+12.0%) Est. Cost $52.49 Unrealized
BBIO BRIDGEBIO PHARMA INC 0.0%
Value $978K (+70.4%) Shares 13,125 (+69.9%) Est. Cost $58.66 Unrealized
LAND GLADSTONE LD CORP 0.1%
Value $2.638M (-13.3%) Shares 309,317 (+3.7%) Est. Cost $9.89 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value $2.7M (+17.5%) Shares 8,908 (+1.5%) Est. Cost $227.95 Unrealized
XLY SELECT SECTOR SPDR TR 0.2%
Value $4.582M (+9.6%) Shares 39,068 (+1.8%) Est. Cost $120.83 Unrealized
DYNF BLACKROCK ETF TRUST 0.1%
Value $1.956M (+25.4%) Shares 28,756 (+7.2%) Est. Cost $59.40 Unrealized
IXUS ISHARES TR 0.1%
Value $2.044M (+24.0%) Shares 21,418 (+12.6%) Est. Cost $78.34 Unrealized
PLUG PLUG PWR INC 0.0%
Value $989K (+66.3%) Shares 364,849 (+38.7%) Est. Cost $3.06 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value $2.726M (-12.4%) Shares 5,351 (+3.9%) Est. Cost $433.07 Unrealized
NUSC NUSHARES ETF TR 0.0%
Value $1.178M (+48.2%) Shares 22,610 (+28.1%) Est. Cost $43.76 Unrealized
PIE INVESCO EXCH TRADED FD TR II 0.1%
Value $1.347M (+39.2%) Shares 40,343 (+8.5%) Est. Cost $24.62 Unrealized
TUGN LISTED FDS TR 0.0%
Value $838K (+79.7%) Shares 29,527 (+45.3%) Est. Cost $26.39 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value $3.283M (+12.8%) Shares 40,752 (+301.9%) Est. Cost $124.11 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value $2.26M (+19.6%) Shares 29,002 (+20.4%) Est. Cost $77.96 Unrealized
FLMB FRANKLIN TEMPLETON ETF TR 0.0%
Value $813K (+82.6%) Shares 33,821 (+79.3%) Est. Cost $23.81 Unrealized
BK BANK OF NY MELLON CORP 0.0%
Value $900K (+66.8%) Shares 6,222 (+36.8%) Est. Cost $79.52 Unrealized
JSTC TIDAL TRUST I 0.1%
Value $1.54M (+30.0%) Shares 67,296 (+10.8%) Est. Cost $17.65 Unrealized
COHEN & STEERS INFRASTRUCTUR 0.0%
Value $547K (+170.0%) Shares 19,812 (+153.3%) Est. Cost $26.91 Unrealized
TECB ISHARES TR 0.0%
Value $934K (+57.1%) Shares 13,012 (+21.5%) Est. Cost $54.10 Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.1%
Value $1.488M (+29.5%) Shares 25,161 (+22.0%) Est. Cost $61.10 Unrealized
CHAT TIDAL TRUST II 0.0%
Value $547K (+161.4%) Shares 5,547 (+63.8%) Est. Cost $76.20 Unrealized
NXTE INVESTMENT MANAGERS SER TR I 0.0%
Value $553K (+138.0%) Shares 10,163 (+71.3%) Est. Cost $45.53 Unrealized
TGT TARGET CORP 0.1%
Value $1.429M (+28.9%) Shares 10,941 (+19.6%) Est. Cost $132.45 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value $1.676M (+22.9%) Shares 15,268 (+8.0%) Est. Cost $115.92 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.3%
Value $8.056M (+4.0%) Shares 142,628 (+4.4%) Est. Cost $57.14 Unrealized
NGEN NERVGEN PHARMA CORP 0.0%
Value $448K (-40.9%) Shares 217,500 (+8.2%) Est. Cost $4.52 Unrealized
D DOMINION ENERGY INC 0.1%
Value $2.561M (+13.6%) Shares 37,499 (+2.8%) Est. Cost $58.61 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value $880K (+52.3%) Shares 10,861 (+28.3%) Est. Cost $63.60 Unrealized
CHWY CHEWY INC 0.0%
Value $533K (+128.0%) Shares 27,123 (+213.3%) Est. Cost $19.72 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value $557K (+115.8%) Shares 2,329 (+156.2%) Est. Cost $227.62 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value $976K (+43.7%) Shares 47,492 (+19.7%) Est. Cost $17.64 Unrealized
WELL WELLTOWER INC 0.1%
Value $1.879M (+18.6%) Shares 8,278 (+3.3%) Est. Cost $78.56 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value $3.559M (+8.9%) Shares 49,316 (+8.5%) Est. Cost $69.35 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value $510K (+131.9%) Shares 11,303 (+22.4%) Est. Cost $22.21 Unrealized
ACWX ISHARES TR 0.0%
Value $709K (+68.7%) Shares 9,319 (+51.7%) Est. Cost $71.08 Unrealized
ENPH ENPHASE ENERGY INC 0.0%
Value $756K (+61.0%) Shares 15,359 (+23.6%) Est. Cost $143.77 Unrealized
IWF ISHARES TR 0.1%
Value $2.105M (+15.7%) Shares 16,953 (+297.2%) Est. Cost $179.08 Unrealized
IFV FIRST TR EXCHANGE TRADED FD 0.1%
Value $2.305M (+14.0%) Shares 85,573 (+7.0%) Est. Cost $23.52 Unrealized
NKE NIKE INC 0.0%
Value $1.103M (+33.7%) Shares 26,868 (+72.1%) Est. Cost $60.82 Unrealized
FISV FISERV INC 0.0%
Value $631K (+78.2%) Shares 12,870 (+102.7%) Est. Cost $72.83 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value $805K (+52.1%) Shares 7,010 (+24.0%) Est. Cost $76.56 Unrealized
XYLD GLOBAL X FDS 0.1%
Value $3.846M (+7.7%) Shares 94,290 (+3.3%) Est. Cost $40.34 Unrealized
AMGN AMGEN INC 0.1%
Value $3.682M (+8.1%) Shares 10,168 (+5.0%) Est. Cost $290.61 Unrealized
SMR NUSCALE PWR CORP 0.0%
Value $563K (+94.7%) Shares 56,171 (+110.4%) Est. Cost $15.75 Unrealized
TRUT VANECK ETF TRUST 0.0%
Value $518K (+112.2%) Shares 16,502 (+61.8%) Est. Cost $26.78 Unrealized
DTCR GLOBAL X FDS 0.0%
Value $1.099M (+32.8%) Shares 36,172 (+4.8%) Est. Cost $23.20 Unrealized
IDCC INTERDIGITAL INC 0.1%
Value $3.396M (+8.7%) Shares 11,996 (+15.9%) Est. Cost $143.91 Unrealized
NOK NOKIA CORP 0.0%
Value $633K (+74.1%) Shares 47,696 (+5.4%) Est. Cost $4.63 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value $1.507M (+21.5%) Shares 30,581 (+4.9%) Est. Cost $42.06 Unrealized
ABRDN GLOBAL INFRA INCOME FU 0.0%
Value $478K (+124.5%) Shares 20,574 (+115.9%) Est. Cost $22.84 Unrealized
SPYX SPDR SERIES TRUST 0.1%
Value $1.561M (+20.1%) Shares 25,553 (+4.2%) Est. Cost $39.23 Unrealized
ADMA ADMA BIOLOGICS INC 0.1%
Value $2.261M (+12.7%) Shares 270,178 (+21.3%) Est. Cost $6.40 Unrealized
IVE ISHARES TR 0.1%
Value $1.927M (+15.2%) Shares 8,488 (+7.1%) Est. Cost $183.09 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value $1.612M (+18.3%) Shares 8,704 (+3.3%) Est. Cost $140.21 Unrealized
MPC MARATHON PETE CORP 0.0%
Value $1.245M (+24.9%) Shares 4,869 (+19.3%) Est. Cost $179.80 Unrealized
IUSG ISHARES TR 0.1%
Value $1.324M (+23.1%) Shares 7,038 (+1.5%) Est. Cost $97.37 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value $652K (+60.3%) Shares 1,685 (+21.4%) Est. Cost $471.85 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value $697K (+53.0%) Shares 7,411 (+15.6%) Est. Cost $81.46 Unrealized
TDAY USA TODAY CO INC 0.0%
Value $623K (+62.8%) Shares 72,829 (+34.3%) Est. Cost $4.11 Unrealized
TIP ISHARES TR 0.1%
Value $1.661M (+16.9%) Shares 15,180 (+17.9%) Est. Cost $109.73 Unrealized
BLACKROCK CAP ALLOCATION TER 0.1%
Value $1.618M (+17.4%) Shares 101,590 (+4.1%) Est. Cost $14.54 Unrealized
QTOP ISHARES TR 0.0%
Value $1.022M (+30.3%) Shares 26,477 (+1.0%) Est. Cost $30.03 Unrealized
BEN FRANKLIN RESOURCES INC 0.0%
Value $484K (+96.5%) Shares 14,538 (+39.5%) Est. Cost $24.50 Unrealized
DBA INVESCO DB MULTI-SECTOR COMM 0.1%
Value $1.971M (+13.6%) Shares 73,900 (+16.4%) Est. Cost $25.14 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value $892K (+34.7%) Shares 24,700 (+8.4%) Est. Cost $26.89 Unrealized
HTUS CAPITOL SER TR 0.0%
Value $1.18M (+24.1%) Shares 26,906 (+8.1%) Est. Cost $40.56 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value $3.752M (+6.5%) Shares 50,098 (+4.0%) Est. Cost $65.12 Unrealized
HACK AMPLIFY ETF TR 0.0%
Value $730K (+45.0%) Shares 6,958 (+3.8%) Est. Cost $66.89 Unrealized
UPBD UPBOUND GROUP INC 0.0%
Value $482K (+87.2%) Shares 22,708 (+59.2%) Est. Cost $20.38 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $3.041M (+8.0%) Shares 52,772 (+13.6%) Est. Cost $50.12 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 0.0%
Value $880K (+33.9%) Shares 12,181 (+13.6%) Est. Cost $59.48 Unrealized
BLCR BLACKROCK ETF TRUST 0.0%
Value $505K (+76.6%) Shares 10,018 (+43.9%) Est. Cost $43.90 Unrealized
IGRO ISHARES TR 0.0%
Value $839K (+35.2%) Shares 9,541 (+28.8%) Est. Cost $84.70 Unrealized
FAN FIRST TR EXCHANGE-TRADED FD 0.0%
Value $823K (+35.8%) Shares 32,963 (+34.5%) Est. Cost $21.03 Unrealized
UL UNILEVER PLC 0.0%
Value $849K (+34.2%) Shares 14,129 (+27.1%) Est. Cost $64.27 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $623K (+52.7%) Shares 8,492 (+17.3%) Est. Cost $57.87 Unrealized
GDX VANECK ETF TRUST 0.1%
Value $1.33M (+18.9%) Shares 17,624 (+44.6%) Est. Cost $47.28 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value $696K (+43.1%) Shares 37,572 (+39.1%) Est. Cost $17.68 Unrealized
AMCR AMCOR PLC 0.0%
Value $485K (+75.6%) Shares 11,189 (+61.0%) Est. Cost $44.89 Unrealized
QBTS D-WAVE QUANTUM INC 0.0%
Value $458K (+83.4%) Shares 19,098 (+10.3%) Est. Cost $21.90 Unrealized
SYY SYSCO CORP 0.0%
Value $1.203M (+20.8%) Shares 14,399 (+3.1%) Est. Cost $72.45 Unrealized
UTES ETFIS SER TR I 0.1%
Value $2.958M (+7.4%) Shares 36,182 (+5.0%) Est. Cost $65.41 Unrealized
PSMT PRICESMART INC 0.0%
Value $851K (+31.3%) Shares 4,356 (+1.2%) Est. Cost $77.64 Unrealized
CORNERSTONE TOTAL RETURN FD 0.1%
Value $1.664M (+13.8%) Shares 231,737 (+10.2%) Est. Cost $7.57 Unrealized
TJX TJX COS INC NEW 0.1%
Value $3.583M (+6.0%) Shares 23,649 (+11.7%) Est. Cost $92.46 Unrealized
AVUV AMERICAN CENTY ETF TR 0.1%
Value $1.573M (+14.4%) Shares 12,607 (+1.3%) Est. Cost $95.75 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value $879K (+29.1%) Shares 10,003 (+439.5%) Est. Cost $130.86 Unrealized
AGG ISHARES TR 0.2%
Value $4.982M (+4.1%) Shares 50,330 (+4.4%) Est. Cost $98.87 Unrealized
UPST UPSTART HLDGS INC 0.0%
Value $528K (+59.5%) Shares 14,900 (+15.5%) Est. Cost $57.34 Unrealized
PIZ INVESCO EXCH TRADED FD TR II 0.0%
Value $1.11M (+21.5%) Shares 19,849 (+7.6%) Est. Cost $44.64 Unrealized
AMLP ALPS ETF TR 0.1%
Value $1.678M (+13.0%) Shares 32,369 (+14.7%) Est. Cost $49.20 Unrealized
GIS GENERAL MILLS INC 0.0%
Value $809K (+31.2%) Shares 23,259 (+40.3%) Est. Cost $56.73 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value $663K (+40.5%) Shares 31,000 (+7.9%) Est. Cost $17.21 Unrealized
CRCL CIRCLE INTERNET GROUP INC 0.0%
Value $1.017M (-15.8%) Shares 16,245 (+28.3%) Est. Cost $104.46 Unrealized
SECT NORTHERN LTS FD TR IV 0.0%
Value $928K (+25.7%) Shares 12,885 (+5.4%) Est. Cost $52.05 Unrealized
LOW LOWES COS INC 0.1%
Value $2.77M (+7.3%) Shares 12,561 (+15.0%) Est. Cost $220.18 Unrealized
GPC GENUINE PARTS CO 0.0%
Value $628K (+43.1%) Shares 5,322 (+28.2%) Est. Cost $130.83 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value $4.353M (+4.5%) Shares 55,077 (+4.8%) Est. Cost $77.60 Unrealized
OMAH TIDAL TRUST III 0.0%
Value $750K (+32.8%) Shares 40,699 (+29.8%) Est. Cost $18.60 Unrealized
SHEL SHELL PLC 0.1%
Value $1.721M (-9.5%) Shares 22,196 (+8.5%) Est. Cost $65.03 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value $1.355M (+15.3%) Shares 14,115 (+50.8%) Est. Cost $99.13 Unrealized
CORO BLACKROCK ETF TRUST 0.0%
Value $595K (+42.3%) Shares 16,269 (+25.0%) Est. Cost $33.04 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value $407K (+74.6%) Shares 13,868 (+35.5%) Est. Cost $35.64 Unrealized
CPB THE CAMPBELLS COMPANY 0.0%
Value $623K (+38.7%) Shares 27,960 (+38.7%) Est. Cost $28.78 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value $834K (+26.3%) Shares 4,505 (+7.3%) Est. Cost $122.64 Unrealized
NYF ISHARES TR 0.0%
Value $451K (+62.2%) Shares 8,364 (+59.8%) Est. Cost $53.62 Unrealized
ZM ZOOM COMMUNICATIONS INC 0.0%
Value $401K (+74.2%) Shares 4,648 (+62.3%) Est. Cost $87.40 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value $664K (+34.4%) Shares 10,821 (+1.8%) Est. Cost $47.67 Unrealized
SRLN SSGA ACTIVE ETF TR 0.0%
Value $595K (+39.7%) Shares 14,767 (+39.2%) Est. Cost $41.45 Unrealized
ARKX ARK ETF TR 0.0%
Value $826K (+25.4%) Shares 24,209 (+7.9%) Est. Cost $15.86 Unrealized
FCX FREEPORT MCMORAN INC 0.1%
Value $1.363M (+14.0%) Shares 21,672 (+6.5%) Est. Cost $43.02 Unrealized
NUVEEN MUN HIGH INCOME OPPOR 0.1%
Value $1.492M (+12.6%) Shares 141,199 (+10.6%) Est. Cost $10.89 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value $11.19M (-1.5%) Shares 264,391 (+16.8%) Est. Cost $36.97 Unrealized
IWD ISHARES TR 0.0%
Value $1.286M (+14.8%) Shares 5,304 (+1.1%) Est. Cost $157.43 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value $368K (+80.3%) Shares 5,428 (+42.4%) Est. Cost $87.64 Unrealized
MCK MCKESSON CORP 0.0%
Value $452K (+56.2%) Shares 599 (+78.8%) Est. Cost $698.74 Unrealized
CTA SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value $1.088M (-13.0%) Shares 41,924 (+1.4%) Est. Cost $29.04 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value $1.037M (+18.3%) Shares 12,547 (+483.6%) Est. Cost $118.58 Unrealized
FNF FIDELITY NATL FINL INC 0.1%
Value $2.357M (+7.3%) Shares 49,970 (+5.5%) Est. Cost $55.52 Unrealized
IBB ISHARES TR 0.0%
Value $871K (+22.4%) Shares 4,581 (+8.7%) Est. Cost $139.26 Unrealized
MUB ISHARES TR 0.0%
Value $965K (+19.3%) Shares 8,968 (+17.7%) Est. Cost $107.02 Unrealized
ESGE ISHARES INC 0.0%
Value $770K (+25.0%) Shares 14,079 (+4.0%) Est. Cost $32.69 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value $1.039M (+17.4%) Shares 57,961 (+4.0%) Est. Cost $15.01 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value $2.355M (-6.1%) Shares 18,640 (+3.6%) Est. Cost $98.09 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value $755K (+24.9%) Shares 2,196 (+8.5%) Est. Cost $248.83 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $1.102M (+15.7%) Shares 2,219 (+4.0%) Est. Cost $380.48 Unrealized
STRV EA SERIES TRUST 0.0%
Value $796K (+23.1%) Shares 16,484 (+6.9%) Est. Cost $38.19 Unrealized
IXN ISHARES TR 0.0%
Value $469K (+46.4%) Shares 3,248 (+1.3%) Est. Cost $93.42 Unrealized
THRO BLACKROCK ETF TRUST 0.0%
Value $548K (+37.2%) Shares 12,703 (+15.2%) Est. Cost $37.13 Unrealized
IYT ISHARES TR 0.0%
Value $669K (+28.2%) Shares 7,710 (+10.2%) Est. Cost $69.60 Unrealized
OWNS QUAKER INVT TR 0.0%
Value $622K (+30.0%) Shares 36,005 (+30.5%) Est. Cost $17.11 Unrealized
SAP SAP SE 0.0%
Value $364K (+63.6%) Shares 2,363 (+81.8%) Est. Cost $147.37 Unrealized
HPQ HP INC 0.0%
Value $681K (+25.4%) Shares 31,037 (+9.8%) Est. Cost $26.07 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value $851K (+18.6%) Shares 10,738 (+8.6%) Est. Cost $71.53 Unrealized
LAMR LAMAR ADVERTISING CO 0.0%
Value $355K (+60.0%) Shares 2,277 (+30.0%) Est. Cost $128.23 Unrealized
EVRG EVERGY INC 0.0%
Value $627K (+25.9%) Shares 7,255 (+19.4%) Est. Cost $62.94 Unrealized
FYEE FIDELITY GREENWOOD STREET TR 0.0%
Value $462K (+38.5%) Shares 16,000 (+30.1%) Est. Cost $27.54 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $979K (+15.0%) Shares 16,401 (+4.2%) Est. Cost $45.64 Unrealized
ICOP ISHARES TR 0.0%
Value $506K (+33.4%) Shares 10,287 (+29.0%) Est. Cost $47.95 Unrealized
SHYG ISHARES TR 0.1%
Value $2.548M (+5.2%) Shares 60,089 (+5.0%) Est. Cost $43.08 Unrealized
PKE PARK AEROSPACE CORP 0.0%
Value $333K (+61.0%) Shares 8,723 (+15.5%) Est. Cost $26.27 Unrealized
TFII TFI INTERNATIONAL INC 0.0%
Value $477K (+35.4%) Shares 3,321 (+2.4%) Est. Cost $143.04 Unrealized
SPYM SPDR SERIES TRUST 0.0%
Value $358K (+52.9%) Shares 4,073 (+33.1%) Est. Cost $80.76 Unrealized
O REALTY INCOME CORP 0.1%
Value $2.373M (+5.4%) Shares 38,297 (+4.1%) Est. Cost $53.12 Unrealized
EFG ISHARES TR 0.0%
Value $606K (+25.1%) Shares 4,873 (+12.0%) Est. Cost $113.84 Unrealized
GPK GRAPHIC PACKAGING HLDG CO 0.0%
Value $256K (+88.6%) Shares 24,238 (+77.3%) Est. Cost $12.56 Unrealized
IGSB ISHARES TR 0.0%
Value $1.019M (+13.4%) Shares 19,440 (+13.7%) Est. Cost $52.11 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value $556K (-17.4%) Shares 4,469 (+31.6%) Est. Cost $237.99 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value $789K (+17.4%) Shares 7,312 (+6.3%) Est. Cost $97.50 Unrealized
IAU ISHARES GOLD TR 0.1%
Value $1.681M (-6.4%) Shares 22,260 (+9.3%) Est. Cost $53.29 Unrealized
TFC TRUIST FINL CORP 0.0%
Value $1.064M (+12.0%) Shares 21,366 (+3.4%) Est. Cost $35.81 Unrealized
DGRO ISHARES TR 0.0%
Value $857K (+15.4%) Shares 11,302 (+6.8%) Est. Cost $60.35 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value $644K (+21.3%) Shares 1,312 (+2.9%) Est. Cost $287.44 Unrealized
USB US BANCORP 0.0%
Value $648K (+21.1%) Shares 10,724 (+4.3%) Est. Cost $39.95 Unrealized
AVLV AMERICAN CENTY ETF TR 0.0%
Value $559K (+25.1%) Shares 6,132 (+10.6%) Est. Cost $69.63 Unrealized
STXK EA SERIES TRUST 0.0%
Value $609K (+22.1%) Shares 15,686 (+4.9%) Est. Cost $30.29 Unrealized
CTVA CORTEVA INC 0.1%
Value $1.502M (+7.8%) Shares 17,740 (+6.6%) Est. Cost $58.38 Unrealized
MPLX MPLX LP 0.1%
Value $2.725M (+4.1%) Shares 48,382 (+5.5%) Est. Cost $46.20 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value $1.001M (+11.9%) Shares 20,617 (+49.8%) Est. Cost $53.89 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value $439K (+32.0%) Shares 11,560 (+15.6%) Est. Cost $32.98 Unrealized
NUE NUCOR CORP 0.0%
Value $385K (+36.5%) Shares 1,728 (+3.6%) Est. Cost $179.99 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value $1.097M (-8.6%) Shares 44,670 (+6.9%) Est. Cost $37.83 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.0%
Value $858K (+13.6%) Shares 18,766 (+7.2%) Est. Cost $32.17 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value $1.309M (+8.5%) Shares 22,639 (+8.1%) Est. Cost $64.01 Unrealized
BAB INVESCO EXCH TRADED FD TR II 0.1%
Value $2.177M (+4.9%) Shares 81,099 (+5.4%) Est. Cost $26.95 Unrealized
BLACKROCK MUNIHOLDINGS FD IN 0.0%
Value $257K (+63.5%) Shares 21,575 (+55.0%) Est. Cost $11.50 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TRU 0.0%
Value $425K (+30.5%) Shares 4,959 (+4.2%) Est. Cost $62.20 Unrealized
NOBL PROSHARES TR 0.1%
Value $3.313M (+3.1%) Shares 58,990 (+94.6%) Est. Cost $76.14 Unrealized
BWA BORGWARNER INC 0.0%
Value $495K (+24.7%) Shares 7,454 (+1.9%) Est. Cost $31.02 Unrealized
TRIN TRINITY CAP INC 0.0%
Value $306K (+47.0%) Shares 17,129 (+20.9%) Est. Cost $12.63 Unrealized
PPG PPG INDS INC 0.0%
Value $334K (+40.9%) Shares 2,754 (+24.1%) Est. Cost $117.73 Unrealized
NUVEEN CALIFORNIA MUNI VLU F 0.0%
Value $191K (+97.3%) Shares 20,495 (+98.4%) Est. Cost $9.01 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value $476K (+24.6%) Shares 1,302 (+3.0%) Est. Cost $264.42 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value $417K (+29.0%) Shares 3,140 (+10.7%) Est. Cost $127.03 Unrealized
FESM FIDELITY COVINGTON TRUST 0.0%
Value $338K (+38.2%) Shares 7,006 (+8.8%) Est. Cost $37.65 Unrealized
IQLT ISHARES TR 0.0%
Value $981K (+10.5%) Shares 19,797 (+3.1%) Est. Cost $38.37 Unrealized
MSTR STRATEGY INC 0.0%
Value $798K (-10.3%) Shares 9,182 (+28.7%) Est. Cost $219.56 Unrealized
WMB WILLIAMS COS INC 0.1%
Value $1.627M (+5.9%) Shares 21,888 (+3.6%) Est. Cost $41.18 Unrealized
ITWO PROSHARES TR 0.0%
Value $474K (+23.5%) Shares 10,084 (+4.6%) Est. Cost $40.09 Unrealized
DOV DOVER CORP 0.0%
Value $378K (+31.2%) Shares 1,685 (+22.0%) Est. Cost $159.87 Unrealized
MOS MOSAIC CO 0.0%
Value $401K (+28.3%) Shares 18,945 (+54.4%) Est. Cost $25.52 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value $291K (+43.2%) Shares 4,010 (+32.9%) Est. Cost $74.33 Unrealized
S SENTINELONE INC 0.0%
Value $310K (+39.0%) Shares 18,241 (+5.5%) Est. Cost $15.92 Unrealized
GSG ISHARES S&P GSCI COMMODITY- 0.1%
Value $1.753M (-4.7%) Shares 61,307 (+7.5%) Est. Cost $22.42 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value $404K (+27.0%) Shares 1,273 (+10.0%) Est. Cost $268.86 Unrealized
CB CHUBB LIMITED 0.0%
Value $852K (+11.2%) Shares 2,502 (+6.4%) Est. Cost $260.32 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value $1.288M (+7.1%) Shares 15,500 (+5.7%) Est. Cost $77.04 Unrealized
DIVO AMPLIFY ETF TR 0.0%
Value $599K (+16.6%) Shares 13,100 (+14.4%) Est. Cost $38.36 Unrealized
FIW FIRST TR EXCHANGE-TRADED FD 0.0%
Value $728K (+13.3%) Shares 6,645 (+6.6%) Est. Cost $90.26 Unrealized
MKL MARKEL GROUP INC 0.0%
Value $428K (+24.8%) Shares 219 (+22.3%) Est. Cost $1935.50 Unrealized
BMO BANK MONTREAL MEDIUM 0.0%
Value $302K (+38.4%) Shares 1,707 (+6.0%) Est. Cost $121.36 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value $1.608M (+5.5%) Shares 21,906 (+5.8%) Est. Cost $73.77 Unrealized
FDX FEDEX CORP 0.1%
Value $1.521M (-5.1%) Shares 4,859 (+7.9%) Est. Cost $237.75 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value $2.094M (+4.1%) Shares 25,334 (+4.2%) Est. Cost $81.59 Unrealized
NTR NUTRIEN LTD 0.0%
Value $854K (-8.7%) Shares 13,563 (+9.4%) Est. Cost $54.09 Unrealized
UNM UNUM GROUP 0.0%
Value $284K (+40.1%) Shares 3,180 (+14.4%) Est. Cost $71.52 Unrealized
AOR ISHARES TR 0.0%
Value $391K (+26.0%) Shares 5,624 (+16.7%) Est. Cost $65.08 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value $389K (+26.2%) Shares 4,385 (+8.5%) Est. Cost $67.04 Unrealized
CLEARBRIDGE ENERGY MIDSTREAM 0.0%
Value $489K (+19.3%) Shares 9,765 (+25.8%) Est. Cost $45.93 Unrealized
FTQI FIRST TR EXCHANGE TRADED FD 0.0%
Value $535K (+17.2%) Shares 24,224 (+5.7%) Est. Cost $20.77 Unrealized
NVDY TIDAL TRUST II 0.0%
Value $549K (+16.6%) Shares 44,097 (+21.7%) Est. Cost $14.22 Unrealized
GLPI GAMING & LEISURE P 0.0%
Value $370K (+26.0%) Shares 8,312 (+25.5%) Est. Cost $44.40 Unrealized
STIP ISHARES TR 0.0%
Value $625K (+13.8%) Shares 6,114 (+15.2%) Est. Cost $103.26 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value $277K (+36.8%) Shares 792 (+10.3%) Est. Cost $239.63 Unrealized
LKQ LKQ CORP 0.0%
Value $422K (+21.4%) Shares 16,041 (+35.4%) Est. Cost $31.44 Unrealized
XYL XYLEM INC 0.1%
Value $1.374M (+5.7%) Shares 11,621 (+6.8%) Est. Cost $113.02 Unrealized
LIT GLOBAL X FDS 0.0%
Value $461K (+19.0%) Shares 5,883 (+13.1%) Est. Cost $59.34 Unrealized
MDY STATE STR SPDR S&P MIDCAP 40 0.0%
Value $517K (+16.2%) Shares 736 (+1.9%) Est. Cost $562.10 Unrealized
PPLT ABRDN PLATINUM ETF TRUST 0.0%
Value $276K (-20.7%) Shares 19,500 (+900.0%) Est. Cost $21.22 Unrealized
MGV VANGUARD WORLD FD 0.0%
Value $310K (+30.1%) Shares 1,897 (+15.3%) Est. Cost $141.17 Unrealized
HSIC SCHEIN HENRY INC 0.0%
Value $274K (+35.5%) Shares 3,275 (+19.6%) Est. Cost $78.95 Unrealized
EVX VANECK ETF TRUST 0.0%
Value $945K (+8.2%) Shares 22,932 (+1.6%) Est. Cost $56.96 Unrealized
KAYNE ANDERSON ENERGY INFRST 0.0%
Value $891K (+8.7%) Shares 64,445 (+12.3%) Est. Cost $12.24 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value $447K (+18.8%) Shares 15,447 (+2.9%) Est. Cost $23.98 Unrealized
USMV ISHARES TR 0.0%
Value $787K (+9.6%) Shares 8,162 (+5.4%) Est. Cost $87.21 Unrealized
NUVEEN MUN CR OPPORTUNITIES 0.0%
Value $722K (+10.5%) Shares 66,268 (+7.4%) Est. Cost $11.20 Unrealized
IUSB ISHARES TR 0.0%
Value $767K (+9.8%) Shares 16,620 (+9.9%) Est. Cost $46.43 Unrealized
XJR ISHARES TR 0.0%
Value $340K (+24.9%) Shares 6,451 (+3.1%) Est. Cost $41.85 Unrealized
SGOL ETFS GOLD TR 0.0%
Value $1.052M (-5.9%) Shares 27,524 (+9.8%) Est. Cost $22.95 Unrealized
PAYX PAYCHEX INC 0.0%
Value $732K (+9.9%) Shares 7,448 (+3.0%) Est. Cost $114.77 Unrealized
KVUE KENVUE INC 0.0%
Value $461K (+16.7%) Shares 24,128 (+5.3%) Est. Cost $19.35 Unrealized
BIIB BIOGEN INC 0.0%
Value $353K (+22.7%) Shares 1,633 (+4.1%) Est. Cost $184.56 Unrealized
AHR AMERICAN HEALTHCARE REIT INC 0.0%
Value $335K (+23.7%) Shares 6,425 (+11.9%) Est. Cost $30.16 Unrealized
CEG CONSTELLATION ENERGY CORP 0.1%
Value $1.767M (+3.7%) Shares 7,114 (+16.6%) Est. Cost $202.87 Unrealized
CCI CROWN CASTLE INC 0.0%
Value $369K (+20.4%) Shares 4,875 (+29.2%) Est. Cost $85.77 Unrealized
EOG EOG RES INC 0.0%
Value $666K (-8.6%) Shares 5,132 (+1.9%) Est. Cost $114.17 Unrealized
PATH UIPATH INC 0.0%
Value $244K (+34.2%) Shares 22,458 (+37.0%) Est. Cost $12.33 Unrealized
ABOS ACUMEN PHARMACEUTICALS INC 0.0%
Value $252K (+31.9%) Shares 94,250 (+16.6%) Est. Cost $2.20 Unrealized
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value $488K (+13.8%) Shares 18,317 (+23.6%) Est. Cost $23.29 Unrealized
INFY INFOSYS LTD 0.0%
Value $231K (-20.0%) Shares 22,049 (+3.1%) Est. Cost $16.31 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value $1.396M (+4.3%) Shares 6,265 (+7.5%) Est. Cost $178.72 Unrealized
YUM YUM BRANDS INC 0.1%
Value $1.416M (+4.2%) Shares 8,858 (+1.4%) Est. Cost $131.12 Unrealized
YYY AMPLIFY ETF TR 0.0%
Value $780K (+7.9%) Shares 67,629 (+3.2%) Est. Cost $11.11 Unrealized
OGE OGE ENERGY CORP 0.0%
Value $467K (+13.8%) Shares 9,595 (+12.1%) Est. Cost $37.69 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value $445K (+14.4%) Shares 1,293 (+6.5%) Est. Cost $326.27 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value $437K (+14.7%) Shares 15,764 (+2.5%) Est. Cost $27.79 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value $311K (+21.6%) Shares 9,192 (+4.7%) Est. Cost $31.67 Unrealized
HDV ISHARES TR 0.1%
Value $1.725M (-3.1%) Shares 62,940 (+379.9%) Est. Cost $45.36 Unrealized
MP MP MATERIALS CORP 0.0%
Value $349K (+18.6%) Shares 6,226 (+2.2%) Est. Cost $63.25 Unrealized
EXE EXPAND ENERGY CORPORATION 0.0%
Value $341K (+18.8%) Shares 3,736 (+43.1%) Est. Cost $101.40 Unrealized
JAAA JANUS DETROIT STR TR 0.0%
Value $515K (+11.6%) Shares 10,209 (+11.3%) Est. Cost $50.58 Unrealized
REMX VANECK ETF TRUST 0.0%
Value $408K (+14.8%) Shares 4,612 (+14.2%) Est. Cost $79.17 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value $279K (+23.3%) Shares 2,339 (+6.2%) Est. Cost $103.12 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value $309K (+20.5%) Shares 1,428 (+8.7%) Est. Cost $189.99 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 0.1%
Value $2.153M (+2.5%) Shares 46,752 (+2.5%) Est. Cost $46.36 Unrealized
HESM HESS MIDSTREAM LP 0.1%
Value $1.679M (+3.2%) Shares 44,667 (+6.7%) Est. Cost $35.55 Unrealized
WU WESTERN UN CO 0.0%
Value $255K (+25.1%) Shares 33,164 (+41.8%) Est. Cost $10.82 Unrealized
TAP MOLSON COORS BEVERAGE CO 0.0%
Value $264K (+24.1%) Shares 6,771 (+37.1%) Est. Cost $46.63 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value $917K (+5.8%) Shares 4,304 (+8.8%) Est. Cost $172.19 Unrealized
VST VISTRA CORP 0.0%
Value $785K (+6.8%) Shares 4,948 (+1.2%) Est. Cost $169.11 Unrealized
SERV SERVE ROBOTICS INC 0.0%
Value $457K (-9.8%) Shares 69,521 (+15.7%) Est. Cost $7.30 Unrealized
AVDE AMERICAN CENTY ETF TR 0.0%
Value $473K (+11.5%) Shares 5,299 (+6.0%) Est. Cost $65.55 Unrealized
SLVR SPROTT FDS TR 0.0%
Value $420K (-10.3%) Shares 8,376 (+5.7%) Est. Cost $32.17 Unrealized
ENB ENBRIDGE INC 0.0%
Value $1.25M (+4.0%) Shares 23,067 (+3.9%) Est. Cost $33.77 Unrealized
SHOP SHOPIFY INC 0.0%
Value $871K (+5.8%) Shares 7,629 (+9.9%) Est. Cost $79.14 Unrealized
PRGO PERRIGO CO PLC 0.0%
Value $312K (+17.7%) Shares 30,050 (+21.6%) Est. Cost $17.29 Unrealized
GABELLI EQUITY TR INC 0.0%
Value $613K (+7.8%) Shares 108,264 (+6.7%) Est. Cost $5.55 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value $1.185M (+3.9%) Shares 24,471 (+3.1%) Est. Cost $48.96 Unrealized
EBND SPDR SERIES TRUST 0.0%
Value $444K (+10.7%) Shares 21,241 (+9.2%) Est. Cost $21.32 Unrealized
QDVO AMPLIFY ETF TR 0.0%
Value $358K (+13.4%) Shares 11,998 (+1.3%) Est. Cost $29.03 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value $2.149M (+2.0%) Shares 16,332 (+5.5%) Est. Cost $131.15 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC D 0.0%
Value $252K (+19.4%) Shares 121 (+8.0%) Est. Cost $2092.36 Unrealized
DLR DIGITAL RLTY TR INC 0.1%
Value $1.346M (+3.1%) Shares 7,497 (+3.5%) Est. Cost $107.00 Unrealized
SO SOUTHERN CO 0.1%
Value $2.293M (+1.8%) Shares 23,961 (+2.7%) Est. Cost $65.02 Unrealized
RONB BARON ETF TR 0.0%
Value $276K (+17.0%) Shares 11,300 (+9.7%) Est. Cost $23.01 Unrealized
CWEN CLEARWAY ENERGY INC 0.1%
Value $1.401M (-2.7%) Shares 40,982 (+11.8%) Est. Cost $26.33 Unrealized
QGRO AMERICAN CENTY ETF TR 0.0%
Value $300K (+15.1%) Shares 2,537 (+2.4%) Est. Cost $113.45 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value $302K (+14.7%) Shares 1,140 (+1.4%) Est. Cost $236.11 Unrealized
FGDL FRANKLIN TEMPLETON HOLDINGS 0.0%
Value $793K (+5.1%) Shares 14,855 (+22.4%) Est. Cost $54.84 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 0.1%
Value $2.641M (-1.4%) Shares 54,270 (+2.9%) Est. Cost $40.14 Unrealized
DG DOLLAR GEN CORP 0.0%
Value $266K (+16.5%) Shares 2,307 (+20.2%) Est. Cost $117.72 Unrealized
KIE SPDR SERIES TRUST 0.0%
Value $312K (+13.8%) Shares 5,108 (+2.6%) Est. Cost $48.10 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value $4.086M (+0.9%) Shares 90,111 (+2.1%) Est. Cost $55.59 Unrealized
ESGD ISHARES TR 0.0%
Value $337K (+12.2%) Shares 3,274 (+4.4%) Est. Cost $87.11 Unrealized
VIRTUS CONVERTIBLE & INC FD 0.0%
Value $219K (+20.0%) Shares 13,776 (+1.2%) Est. Cost $12.09 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value $366K (+11.0%) Shares 8,310 (+3.0%) Est. Cost $40.48 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value $1.275M (+2.9%) Shares 39,893 (+8.0%) Est. Cost $16.50 Unrealized
REAVES UTIL INCOME FD 0.0%
Value $695K (+5.4%) Shares 17,064 (+1.7%) Est. Cost $29.75 Unrealized
JNK SPDR SERIES TRUST 0.0%
Value $475K (+8.0%) Shares 4,929 (+7.3%) Est. Cost $95.16 Unrealized
AMTM AMENTUM HOLDINGS INC 0.0%
Value $235K (-12.9%) Shares 11,351 (+9.9%) Est. Cost $22.18 Unrealized
BBDC BARINGS BDC INC 0.0%
Value $427K (+8.8%) Shares 50,135 (+5.1%) Est. Cost $8.38 Unrealized
SYK STRYKER CORPORATION 0.1%
Value $1.67M (+2.1%) Shares 5,304 (+6.5%) Est. Cost $285.51 Unrealized
GLTR ABRDN PRECIOUS METALS BASKET 0.0%
Value $267K (-11.1%) Shares 1,472 (+7.3%) Est. Cost $168.44 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value $390K (+9.3%) Shares 1,842 (+1.0%) Est. Cost $148.02 Unrealized
DGS WISDOMTREE TR 0.0%
Value $396K (+9.1%) Shares 6,127 (+1.3%) Est. Cost $46.99 Unrealized
NJR NEW JERSEY RES CORP 0.0%
Value $278K (+13.2%) Shares 4,957 (+10.9%) Est. Cost $46.76 Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value $343K (+10.4%) Shares 1,701 (+14.5%) Est. Cost $163.62 Unrealized
IHDG WISDOMTREE TR 0.0%
Value $344K (+10.2%) Shares 6,574 (+1.3%) Est. Cost $40.85 Unrealized
NUVEEN MASS QUALITY MUN INC 0.0%
Value $231K (+15.9%) Shares 17,772 (+9.8%) Est. Cost $11.30 Unrealized
VICI VICI PPTYS INC 0.0%
Value $238K (+14.9%) Shares 8,963 (+18.3%) Est. Cost $28.94 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP 0.0%
Value $402K (+8.2%) Shares 5,951 (+4.1%) Est. Cost $46.46 Unrealized
RTX RTX CORPORATION 0.2%
Value $4.107M (+0.7%) Shares 21,645 (+2.4%) Est. Cost $95.19 Unrealized
TMUS T-MOBILE US INC 0.0%
Value $336K (-7.9%) Shares 2,001 (+15.3%) Est. Cost $218.84 Unrealized
PIMCO HIGH INCOME FD 0.0%
Value $394K (+7.8%) Shares 84,456 (+7.1%) Est. Cost $4.89 Unrealized
NVS NOVARTIS AG 0.0%
Value $654K (+4.4%) Shares 4,173 (+1.8%) Est. Cost $109.30 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value $1.021M (+2.7%) Shares 62,324 (+8.0%) Est. Cost $19.30 Unrealized
MAIN MAIN STR CAP CORP 0.0%
Value $705K (+3.9%) Shares 13,597 (+6.1%) Est. Cost $46.37 Unrealized
EXC EXELON CORP 0.0%
Value $672K (-3.7%) Shares 14,419 (+1.2%) Est. Cost $34.90 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value $272K (+9.6%) Shares 3,793 (+18.0%) Est. Cost $87.25 Unrealized
IDEV ISHARES TR 0.0%
Value $237K (+11.0%) Shares 2,659 (+4.2%) Est. Cost $83.79 Unrealized
FE FIRSTENERGY CORP 0.0%
Value $823K (-2.8%) Shares 17,319 (+3.6%) Est. Cost $35.81 Unrealized
TTE TOTALENERGIES SE 0.0%
Value $333K (-6.5%) Shares 4,285 (+9.3%) Est. Cost $64.47 Unrealized
ANGX ANGEL STUDIOS INC. 0.0%
Value $55,079 (+71.9%) Shares 15,008 (+42.8%) Est. Cost $3.82 Unrealized
VDE VANGUARD WORLD FD 0.0%
Value $311K (+7.9%) Shares 2,072 (+24.4%) Est. Cost $130.60 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value $800K (+2.8%) Shares 22,728 (+9.3%) Est. Cost $38.41 Unrealized
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value $541K (+4.3%) Shares 3,805 (+58.3%) Est. Cost $239.69 Unrealized
STEX STREAMEX CORP 0.0%
Value $126K (-14.9%) Shares 147,841 (+13.1%) Est. Cost $2.54 Unrealized
TSN TYSON FOODS INC 0.0%
Value $335K (+6.9%) Shares 5,855 (+19.6%) Est. Cost $61.45 Unrealized
CLVT CLARIVATE PLC 0.0%
Value $82,194 (+33.6%) Shares 38,053 (+56.5%) Est. Cost $2.43 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value $274K (-7.0%) Shares 5,374 (+7.6%) Est. Cost $58.47 Unrealized
IEI ISHARES TR 0.0%
Value $460K (+4.6%) Shares 3,920 (+5.7%) Est. Cost $117.54 Unrealized
MTA METALLA RTY & STREAMING LTD 0.0%
Value $114K (+21.6%) Shares 15,016 (+6.0%) Est. Cost $5.61 Unrealized
SHY ISHARES TR 0.1%
Value $1.571M (+1.3%) Shares 19,134 (+1.9%) Est. Cost $82.00 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value $314K (-5.8%) Shares 1,863 (+15.4%) Est. Cost $203.28 Unrealized
SHLD GLOBAL X FDS 0.0%
Value $247K (-7.0%) Shares 4,131 (+10.4%) Est. Cost $69.80 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value $466K (-3.8%) Shares 2,614 (+2173.0%) Est. Cost $308.94 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $691K (-2.5%) Shares 1,664 (+1.8%) Est. Cost $345.67 Unrealized
IHI ISHARES TR 0.0%
Value $1.28M (-1.4%) Shares 25,909 (+6.5%) Est. Cost $53.64 Unrealized
AVAV AEROVIRONMENT INC 0.0%
Value $257K (+7.3%) Shares 1,558 (+19.0%) Est. Cost $286.62 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value $736K (-2.2%) Shares 2,174 (+2.3%) Est. Cost $449.36 Unrealized
ALT ALTIMMUNE INC 0.0%
Value $57,760 (+38.9%) Shares 19,000 (+40.7%) Est. Cost $4.19 Unrealized
HGER HARBOR ETF TRUST 0.0%
Value $427K (+3.9%) Shares 14,537 (+9.8%) Est. Cost $27.27 Unrealized
APTV APTIV PLC 0.0%
Value $297K (-4.9%) Shares 4,841 (+7.6%) Est. Cost $79.55 Unrealized
PICK ISHARES INC 0.0%
Value $350K (+4.4%) Shares 6,020 (+1.6%) Est. Cost $41.12 Unrealized
ANGL VANECK ETF TRUST 0.0%
Value $338K (+4.5%) Shares 11,564 (+2.6%) Est. Cost $29.30 Unrealized
CRM SALESFORCE INC 0.1%
Value $2.108M (+0.7%) Shares 13,459 (+20.0%) Est. Cost $236.47 Unrealized
GSK GSK PLC 0.0%
Value $534K (-2.6%) Shares 10,181 (+2.5%) Est. Cost $39.89 Unrealized
DUFF & PHELPS UTLITY AND INF 0.0%
Value $162K (+9.6%) Shares 10,915 (+6.7%) Est. Cost $14.46 Unrealized
ITRI ITRON INC 0.0%
Value $343K (+4.3%) Shares 3,962 (+8.0%) Est. Cost $100.21 Unrealized
SCHI SCHWAB STRATEGIC TR 0.0%
Value $245K (+6.1%) Shares 10,827 (+6.3%) Est. Cost $22.17 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value $432K (-3.1%) Shares 3,109 (+4.5%) Est. Cost $181.40 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value $517K (+2.7%) Shares 2,725 (+6.9%) Est. Cost $190.34 Unrealized
TR TOOTSIE ROLL INDS INC 0.0%
Value $279K (-4.7%) Shares 7,063 (+3.0%) Est. Cost $31.44 Unrealized
EWZ ISHARES INC 0.0%
Value $268K (-4.8%) Shares 7,770 (+5.9%) Est. Cost $29.22 Unrealized
SPHY SPDR SERIES TRUST 0.0%
Value $245K (+5.0%) Shares 10,437 (+4.4%) Est. Cost $23.42 Unrealized
BROOKFIELD REAL ASSETS INCOM 0.0%
Value $464K (+2.5%) Shares 36,036 (+2.4%) Est. Cost $12.93 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value $73,474 (+18.6%) Shares 12,603 (+2.4%) Est. Cost $2.96 Unrealized
MBB ISHARES TR 0.0%
Value $838K (+1.4%) Shares 8,871 (+1.8%) Est. Cost $95.16 Unrealized
OKE ONEOK INC NEW 0.0%
Value $1.011M (+1.0%) Shares 11,629 (+5.0%) Est. Cost $67.17 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.0%
Value $820K (+1.2%) Shares 14,855 (+1.5%) Est. Cost $60.31 Unrealized
MTBA SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value $535K (+1.7%) Shares 10,912 (+2.5%) Est. Cost $50.95 Unrealized
GSM FERROGLOBE PLC 0.0%
Value $36,429 (-19.3%) Shares 11,456 (+4.6%) Est. Cost $4.94 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value $273K (-2.9%) Shares 7,040 (+53.9%) Est. Cost $63.47 Unrealized
SRE SEMPRA 0.0%
Value $253K (+3.2%) Shares 2,729 (+8.2%) Est. Cost $80.79 Unrealized
MCHI ISHARES TR 0.0%
Value $310K (+2.2%) Shares 6,071 (+12.6%) Est. Cost $54.85 Unrealized
CRDF CARDIFF ONCOLOGY INC 0.0%
Value $26,651 (+31.6%) Shares 20,501 (+64.0%) Est. Cost $2.26 Unrealized
TFLO ISHARES TR 0.0%
Value $277K (+2.3%) Shares 5,470 (+2.3%) Est. Cost $50.48 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value $203K (-2.1%) Shares 375 (+7.1%) Est. Cost $484.53 Unrealized
SLB SLB LIMITED 0.0%
Value $1.07M (+0.4%) Shares 23,021 (+11.0%) Est. Cost $45.36 Unrealized
PSEC PROSPECT CAP CORP 0.0%
Value $44,516 (-8.5%) Shares 19,271 (+3.4%) Est. Cost $3.38 Unrealized
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value $392K (+1.0%) Shares 84,859 (+1.2%) Est. Cost $4.57 Unrealized
CBRE GBL REAL ESTATE INC FD 0.0%
Value $49,260 (+7.9%) Shares 10,685 (+2.8%) Est. Cost $4.39 Unrealized
TMQ TRILOGY METALS INC NEW 0.0%
Value $58,322 (+6.4%) Shares 16,616 (+8.9%) Est. Cost $4.91 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value $748K (+0.4%) Shares 12,683 (+1.4%) Est. Cost $59.32 Unrealized
JXN JACKSON FINANCIAL INC 0.0%
Value $318K (-0.8%) Shares 3,110 (+2.4%) Est. Cost $82.49 Unrealized
FRANKLIN UNVL TR 0.0%
Value $99,129 (+2.1%) Shares 12,291 (+1.4%) Est. Cost $6.75 Unrealized
MPV BARINGS PARTN INVS 0.0%
Value $307K (+0.4%) Shares 18,218 (+2.2%) Est. Cost $16.29 Unrealized
DOCU DOCUSIGN INC 0.0%
Value $203K (+0.2%) Shares 4,562 (+7.0%) Est. Cost $61.52 Unrealized
AMZY TIDAL TRUST II 0.0%
Value $181K (-0.2%) Shares 16,917 (+3.0%) Est. Cost $13.20 Unrealized
DOMH DOMINARI HOLDINGS INC 0.0%
Value $47,400 (+0.8%) Shares 15,095 (+4.3%) Est. Cost $4.40 Unrealized

Exited Positions (65)

HON HONEYWELL INTL INC 0.1%
Value $2.809M Shares 12,428 Est. Cost $183.43 Unrealized
VTC VANGUARD SCOTTSDALE FDS 0.0%
Value $780K Shares 10,154 Est. Cost $78.61 Unrealized
KRMN KARMAN HLDGS INC 0.0%
Value $722K Shares 9,025 Est. Cost $96.11 Unrealized
HOLX HOLOGIC INC 0.0%
Value $555K Shares 7,348 Est. Cost $78.26 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value $527K Shares 11,499 Est. Cost $30.25 Unrealized
AGZD WISDOMTREE TR 0.0%
Value $447K Shares 19,815 Est. Cost $22.39 Unrealized
AOHY ANGEL OAK FUNDS TRUST 0.0%
Value $437K Shares 39,939 Est. Cost $11.14 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value $379K Shares 14,514 Est. Cost $20.75 Unrealized
TCBX THIRD COAST BANCSHARES INC 0.0%
Value $346K Shares 9,145 Est. Cost $40.43 Unrealized
CCL CARNIVAL CORP 0.0%
Value $332K Shares 12,824 Est. Cost $18.74 Unrealized
IAGG ISHARES TR 0.0%
Value $304K Shares 6,075 Est. Cost $50.04 Unrealized
ETH GRAYSCALE ETHEREUM STAKING 0.0%
Value $301K Shares 15,155 Est. Cost $24.02 Unrealized
WWJD NORTHERN LTS FD TR IV 0.0%
Value $299K Shares 7,999 Est. Cost $30.75 Unrealized
SLNZ TCW ETF TRUST 0.0%
Value $292K Shares 6,454 Est. Cost $46.93 Unrealized
NUGT DIREXION SHARES ETF TRUST 0.0%
Value $282K Shares 1,500 Est. Cost $154.44 Unrealized
EVSD MORGAN STANLEY ETF TRUST 0.0%
Value $281K Shares 5,522 Est. Cost $51.13 Unrealized
HIMU BLACKROCK ETF TRUST II 0.0%
Value $274K Shares 5,720 Est. Cost $47.98 Unrealized
CF CF INDUSTRIES HOLD 0.0%
Value $273K Shares 2,099 Est. Cost $90.08 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $266K Shares 8,314 Est. Cost $60.76 Unrealized
GDXJ VANECK ETF TRUST 0.0%
Value $259K Shares 2,155 Est. Cost $120.02 Unrealized
BBY BEST BUY INC 0.0%
Value $257K Shares 4,007 Est. Cost $75.93 Unrealized
BITW BITWISE 10 CRYPTO INDEX ETF 0.0%
Value $246K Shares 5,521 Est. Cost $58.00 Unrealized
RITM RITHM CAPITAL CORP 0.0%
Value $243K Shares 25,615 Est. Cost $10.61 Unrealized
IAUM ISHARES GOLD TR 0.0%
Value $240K Shares 5,138 Est. Cost $46.70 Unrealized
FLRN SPDR SERIES TRUST 0.0%
Value $238K Shares 7,731 Est. Cost $30.83 Unrealized
URA GLOBAL X FDS 0.0%
Value $232K Shares 4,794 Est. Cost $48.43 Unrealized
AUGU AIM ETF PRODUCTS TRUST 0.0%
Value $232K Shares 8,155 Est. Cost $28.99 Unrealized
GCT GIGACLOUD TECHNOLOGY INC 0.0%
Value $229K Shares 5,050 Est. Cost $26.08 Unrealized
SDIV GLOBAL X FDS 0.0%
Value $229K Shares 9,052 Est. Cost $21.65 Unrealized
USDU WISDOMTREE TR 0.0%
Value $227K Shares 8,629 Est. Cost $26.33 Unrealized
HYD VANECK ETF TRUST 0.0%
Value $226K Shares 4,514 Est. Cost $52.95 Unrealized
KOPN KOPIN CORP 0.0%
Value $225K Shares 100,000 Est. Cost $2.59 Unrealized
AGX ARGAN INC 0.0%
Value $225K Shares 413 Est. Cost $370.57 Unrealized
FCCO FIRST CMNTY CORP S C 0.0%
Value $224K Shares 7,675 Est. Cost $26.09 Unrealized
VPLS VANGUARD MALVERN FDS 0.0%
Value $222K Shares 2,864 Est. Cost $77.59 Unrealized
SPSB SPDR SERIES TRUST 0.0%
Value $213K Shares 7,095 Est. Cost $30.00 Unrealized
PKST PEAKSTONE REALTY TRUST 0.0%
Value $212K Shares 10,126 Est. Cost $14.52 Unrealized
SPH SUBURBAN PROPANE PARTNERS L 0.0%
Value $211K Shares 10,711 Est. Cost $18.54 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value $208K Shares 4,442 Est. Cost $67.82 Unrealized
AA ALCOA CORP 0.0%
Value $207K Shares 3,124 Est. Cost $61.09 Unrealized
EQNR EQUINOR ASA 0.0%
Value $205K Shares 4,862 Est. Cost $42.20 Unrealized
ABNB AIRBNB INC 0.0%
Value $203K Shares 1,606 Est. Cost $129.40 Unrealized
IEP ICAHN ENTERPRISES LP 0.0%
Value $192K Shares 25,447 Est. Cost $7.55 Unrealized
MDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value $174K Shares 10,735 Est. Cost $16.17 Unrealized
LOVE LOVESAC COMPANY 0.0%
Value $160K Shares 10,850 Est. Cost $14.13 Unrealized
NREF NEXPOINT REAL ESTATE FIN INC 0.0%
Value $152K Shares 11,299 Est. Cost $13.47 Unrealized
GT GOODYEAR TIRE & RUBR CO 0.0%
Value $151K Shares 22,790 Est. Cost $9.30 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value $148K Shares 13,586 Est. Cost $11.24 Unrealized
FRMI FERMI INC 0.0%
Value $146K Shares 25,000 Est. Cost $9.35 Unrealized
RIVERNORTH MANAGED DUR MUN I 0.0%
Value $142K Shares 10,430 Est. Cost $13.43 Unrealized
ANGEL OAK FINL STRATEGIES IN 0.0%
Value $129K Shares 10,080 Est. Cost $13.11 Unrealized
NVTS NAVITAS SEMICONDUCTOR CORP 0.0%
Value $121K Shares 13,800 Est. Cost $9.24 Unrealized
MORGAN STANLEY EMERGING MKTS 0.0%
Value $112K Shares 22,000 Est. Cost $4.75 Unrealized
AREC AMERICAN RES CORP 0.0%
Value $58,346 Shares 24,110 Est. Cost $3.33 Unrealized
LIBERTY ALL STAR EQUITY FD 0.0%
Value $55,700 Shares 10,036 Est. Cost $6.92 Unrealized
BULL WEBULL CORP 0.0%
Value $48,720 Shares 10,150 Est. Cost $10.06 Unrealized
ONCY ONCOLYTICS BIOTECH INC 0.0%
Value $44,902 Shares 52,900 Est. Cost $1.03 Unrealized
IBIO IBIO INC 0.0%
Value $38,000 Shares 20,000 Est. Cost $1.36 Unrealized
APPS DIGITAL TURBINE INC 0.0%
Value $28,892 Shares 10,032 Est. Cost $5.66 Unrealized
CREATIVE MEDIA & CMNTY TR 0.0%
Value $28,869 Shares 46,988 Est. Cost $0.61 Unrealized
CRCG THEMES ETF TR 0.0%
Value $27,200 Shares 10,000 Est. Cost $2.72 Unrealized
MOBX MOBIX LABS INC 0.0%
Value $11,887 Shares 35,580 Est. Cost $0.87 Unrealized
VNRX VOLITIONRX LTD 0.0%
Value $5,050 Shares 25,000 Est. Cost $0.26 Unrealized
SGMO SANGAMO THERAPEUTICS INC 0.0%
Value $3,950 Shares 16,000 Est. Cost $0.42 Unrealized
GAB-R GABELLI EQUITY TR INC 0.0%
Value $175 Shares 24,960 Est. Cost $0.01 Unrealized

Decreased Positions (371)

INTC INTEL CORP 0.7%
Value $17.96M (+195.7%) Shares 128,621 (-6.5%) Est. Cost $38.63 Unrealized
GOOGL ALPHABET INC 1.2%
Value $31.39M (+22.3%) Shares 87,842 (-1.6%) Est. Cost $150.47 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.2%
Value $5.64M (+146.9%) Shares 18,934 (-17.9%) Est. Cost $76.58 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value $6.41M (+93.4%) Shares 8,400 (-1.0%) Est. Cost $315.57 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value $5.854M (+101.7%) Shares 8,097 (-4.7%) Est. Cost $166.25 Unrealized
CEF SPROTT ASSET MANAGEMENT LP 0.5%
Value $12.57M (-17.9%) Shares 312,401 (-2.6%) Est. Cost $20.86 Unrealized
PFE PFIZER INC 0.2%
Value $5.815M (-30.4%) Shares 241,469 (-18.8%) Est. Cost $26.64 Unrealized
CVX CHEVRON CORPORATION 0.3%
Value $7.684M (-23.7%) Shares 46,356 (-4.7%) Est. Cost $143.49 Unrealized
PIMCO DYNAMIC INCOME FD 0.9%
Value $24.02M (-8.0%) Shares 1,438,078 (-5.7%) Est. Cost $19.20 Unrealized
PIMCO CORPORATE & INCOME OPP 0.2%
Value $6.068M (-19.8%) Shares 504,390 (-19.6%) Est. Cost $14.73 Unrealized
WMT WALMART INC 0.4%
Value $11.45M (-11.4%) Shares 101,132 (-2.8%) Est. Cost $61.82 Unrealized
DVA DAVITA INC 0.0%
Value $226K (-86.4%) Shares 1,015 (-90.6%) Est. Cost $128.76 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value $4.21M (+45.1%) Shares 10,130 (-5.6%) Est. Cost $430.02 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value $383K (-76.9%) Shares 28,436 (-73.0%) Est. Cost $19.11 Unrealized
DELL DELL TECHNOLOGIES INC 0.1%
Value $1.915M (+128.6%) Shares 4,439 (-13.1%) Est. Cost $108.26 Unrealized
BIL SPDR SERIES TRUST 0.4%
Value $11.26M (-8.2%) Shares 122,835 (-8.1%) Est. Cost $91.75 Unrealized
IYW ISHARES TR 0.1%
Value $3.3M (+36.9%) Shares 13,082 (-1.5%) Est. Cost $134.59 Unrealized
GM GENERAL MTRS CO 0.1%
Value $2.443M (-26.2%) Shares 31,689 (-28.7%) Est. Cost $70.98 Unrealized
QQQI NEOS ETF TRUST 0.2%
Value $4.759M (-15.2%) Shares 83,802 (-25.8%) Est. Cost $50.51 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $430K (-66.0%) Shares 12,921 (-60.8%) Est. Cost $50.90 Unrealized
WBD WARNER BROS DISCOVERY INC 0.1%
Value $1.59M (-34.2%) Shares 59,657 (-32.2%) Est. Cost $11.56 Unrealized
SLV ISHARES SILVER TR 0.1%
Value $2.632M (-23.8%) Shares 49,232 (-2.9%) Est. Cost $36.96 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value $568K (-58.8%) Shares 17,981 (-40.9%) Est. Cost $53.49 Unrealized
VRT VERTIV HOLDINGS CO 0.2%
Value $4.605M (+21.1%) Shares 13,754 (-9.4%) Est. Cost $115.41 Unrealized
VGSR MANAGER DIRECTED PORTFOLIOS 0.4%
Value $10.28M (+8.2%) Shares 902,746 (-1.8%) Est. Cost $10.03 Unrealized
TLT ISHARES TR 0.1%
Value $2.089M (-27.1%) Shares 24,173 (-26.9%) Est. Cost $91.21 Unrealized
ITOT ISHARES TR 0.4%
Value $10.99M (+7.6%) Shares 66,889 (-6.7%) Est. Cost $125.82 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value $2.383M (-23.6%) Shares 107,050 (-23.4%) Est. Cost $17.60 Unrealized
DOW DOW HLDGS INC 0.0%
Value $785K (-46.0%) Shares 28,696 (-17.8%) Est. Cost $38.57 Unrealized
MINT PIMCO ETF TR 0.1%
Value $1.581M (-27.9%) Shares 15,680 (-28.0%) Est. Cost $100.28 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value $2.533M (-19.4%) Shares 47,696 (-7.0%) Est. Cost $67.64 Unrealized
BP BP PLC 0.1%
Value $1.585M (-25.9%) Shares 42,906 (-5.8%) Est. Cost $37.22 Unrealized
DDOG DATADOG INC 0.0%
Value $1.072M (+104.7%) Shares 4,119 (-7.2%) Est. Cost $123.93 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value $970K (+125.2%) Shares 1,519 (-4.6%) Est. Cost $169.70 Unrealized
DHR DANAHER CORP DEL 0.0%
Value $1.201M (-29.4%) Shares 6,306 (-29.7%) Est. Cost $230.67 Unrealized
IWM ISHARES TR 0.1%
Value $3.755M (+15.3%) Shares 12,497 (-4.8%) Est. Cost $214.00 Unrealized
COP CONOCOPHILLIPS 0.1%
Value $1.297M (-27.5%) Shares 12,480 (-8.0%) Est. Cost $104.24 Unrealized
GRNB VANECK ETF TRUST 0.7%
Value $16.88M (-2.8%) Shares 699,390 (-3.5%) Est. Cost $24.10 Unrealized
PRIM PRIMORIS SVCS CORP 0.0%
Value $289K (-62.3%) Shares 2,917 (-45.5%) Est. Cost $62.21 Unrealized
PWR QUANTA SVCS INC 0.1%
Value $2.346M (+25.3%) Shares 3,259 (-4.5%) Est. Cost $473.25 Unrealized
BMNR BITMINE IMMERSION TECHS INC 0.0%
Value $181K (-71.1%) Shares 13,601 (-57.0%) Est. Cost $41.84 Unrealized
CVS CVS HEALTH CORP 0.1%
Value $1.751M (+33.9%) Shares 16,931 (-7.0%) Est. Cost $72.31 Unrealized
F FORD MTR CO 0.1%
Value $2.793M (+18.7%) Shares 200,949 (-1.4%) Est. Cost $10.15 Unrealized
ASPI ASP ISOTOPES INC 0.0%
Value $239K (-64.5%) Shares 38,400 (-74.8%) Est. Cost $7.62 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $662K (-39.3%) Shares 15,512 (-10.8%) Est. Cost $77.45 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value $909K (-30.6%) Shares 185,892 (-5.9%) Est. Cost $5.03 Unrealized
MTUM ISHARES TR 0.1%
Value $1.335M (+38.8%) Shares 3,895 (-2.8%) Est. Cost $255.06 Unrealized
ADBE ADOBE INC 0.0%
Value $610K (-37.5%) Shares 2,978 (-25.9%) Est. Cost $494.09 Unrealized
IGV ISHARES TR 0.0%
Value $677K (-34.8%) Shares 7,474 (-42.4%) Est. Cost $176.19 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value $5.477M (+7.1%) Shares 30,272 (-2.2%) Est. Cost $91.24 Unrealized
BA BOEING CO 0.2%
Value $5.522M (+7.0%) Shares 25,510 (-1.7%) Est. Cost $200.30 Unrealized
STM STMICROELECTRONICS N V 0.0%
Value $672K (+113.5%) Shares 8,975 (-1.5%) Est. Cost $25.94 Unrealized
IJR ISHARES TR 0.1%
Value $2.413M (+17.4%) Shares 16,271 (-1.6%) Est. Cost $110.16 Unrealized
OPK OPKO HEALTH INC 0.0%
Value $916K (-27.8%) Shares 610,491 (-45.1%) Est. Cost $1.14 Unrealized
PFLT PENNANTPARK FLOATING RATE CA 0.0%
Value $782K (-30.8%) Shares 104,583 (-25.6%) Est. Cost $9.11 Unrealized
TOTL SSGA ACTIVE ETF TR 0.0%
Value $1.064M (-23.9%) Shares 26,959 (-23.4%) Est. Cost $40.39 Unrealized
IQQQ PROSHARES TR 0.1%
Value $3.325M (+11.1%) Shares 65,455 (-8.8%) Est. Cost $41.39 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value $1.745M (-15.6%) Shares 4,389 (-2.2%) Est. Cost $375.31 Unrealized
BITO PROSHARES TR 0.0%
Value $678K (-31.8%) Shares 84,932 (-20.5%) Est. Cost $15.78 Unrealized
PTL NORTHERN LTS FD TR IV 0.0%
Value $397K (-44.2%) Shares 1,388 (-51.1%) Est. Cost $212.41 Unrealized
CQP CHENIERE ENERGY PARTNERS L P 0.0%
Value $1.106M (-22.1%) Shares 18,139 (-17.4%) Est. Cost $51.10 Unrealized
TRFK PACER FDS TR 0.0%
Value $852K (+57.9%) Shares 7,986 (-7.9%) Est. Cost $65.31 Unrealized
GPIQ GOLDMAN SACHS ETF TR 0.1%
Value $1.978M (+18.6%) Shares 33,354 (-1.1%) Est. Cost $51.59 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value $5.319M (-5.4%) Shares 144,696 (-2.6%) Est. Cost $29.61 Unrealized
ISPY PROSHARES TR 0.2%
Value $5.944M (+5.3%) Shares 123,346 (-5.2%) Est. Cost $43.79 Unrealized
SOXQ INVESCO EXCH TRADED FD TR II 0.0%
Value $798K (+59.1%) Shares 7,114 (-15.3%) Est. Cost $43.09 Unrealized
PSX PHILLIPS 66 0.1%
Value $2.188M (-11.7%) Shares 12,942 (-4.8%) Est. Cost $126.06 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value $918K (-23.9%) Shares 7,457 (-2.8%) Est. Cost $130.97 Unrealized
IVR INVESCO MORTGAGE CAPITAL INC 0.0%
Value $257K (-52.4%) Shares 32,481 (-51.3%) Est. Cost $8.67 Unrealized
CWB SPDR SERIES TRUST 0.0%
Value $209K (-57.1%) Shares 1,935 (-63.6%) Est. Cost $91.51 Unrealized
SGDM SPROTT ETF TRUST 0.0%
Value $1.03M (-20.8%) Shares 16,390 (-4.9%) Est. Cost $29.23 Unrealized
DKL DELEK LOGISTICS PARTNERS LP 0.0%
Value $866K (-23.7%) Shares 16,800 (-26.3%) Est. Cost $43.81 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value $335K (-44.0%) Shares 8,508 (-23.4%) Est. Cost $97.33 Unrealized
COWG PACER FDS TR 0.0%
Value $867K (-22.9%) Shares 21,606 (-35.2%) Est. Cost $35.28 Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value $598K (-29.9%) Shares 3,857 (-8.3%) Est. Cost $53.17 Unrealized
FLOT ISHARES TR 0.0%
Value $800K (-24.1%) Shares 15,678 (-24.3%) Est. Cost $50.56 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value $1.047M (-19.4%) Shares 6,403 (-14.9%) Est. Cost $187.24 Unrealized
SCM STELLUS CAP INVT CORP 0.0%
Value $448K (-34.8%) Shares 53,260 (-28.7%) Est. Cost $13.09 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value $1.162M (+25.8%) Shares 2,348 (-8.8%) Est. Cost $285.31 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.1%
Value $2.433M (-8.7%) Shares 108,791 (-13.6%) Est. Cost $19.92 Unrealized
SIL GLOBAL X FDS 0.0%
Value $1.04M (-18.2%) Shares 13,422 (-4.8%) Est. Cost $42.03 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value $615K (-26.9%) Shares 1,207 (-2.1%) Est. Cost $461.82 Unrealized
ARI APOLLO COML REAL ESTATE FIN 0.0%
Value $542K (-28.6%) Shares 50,709 (-29.4%) Est. Cost $10.60 Unrealized
SILA SILA REALTY TRUST INC 0.1%
Value $1.645M (+14.1%) Shares 54,198 (-11.0%) Est. Cost $22.08 Unrealized
ARM ARM HOLDINGS PLC 0.1%
Value $1.552M (-11.4%) Shares 4,378 (-62.2%) Est. Cost $121.25 Unrealized
Q QNITY ELECTRONICS INC 0.0%
Value $1.222M (+19.6%) Shares 7,483 (-15.5%) Est. Cost $84.91 Unrealized
GUGGENHEIM STRATEGIC OPPORTU 0.0%
Value $691K (-22.3%) Shares 63,255 (-21.6%) Est. Cost $14.79 Unrealized
CIEN CIENA CORP 0.1%
Value $1.577M (-11.1%) Shares 3,214 (-29.6%) Est. Cost $55.98 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value $573K (-25.2%) Shares 3,918 (-10.6%) Est. Cost $213.17 Unrealized
BPRE BLUEROCK PVT REAL ESTATE FD 0.0%
Value $304K (-37.6%) Shares 23,359 (-20.3%) Est. Cost $15.00 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value $11.97M (+1.5%) Shares 23,929 (-2.8%) Est. Cost $403.49 Unrealized
MUU DIREXION SHARES ETF TRUST 0.0%
Value $305K (-36.7%) Shares 291 (-92.7%) Est. Cost $120.38 Unrealized
OR OR ROYALTIES INC. 0.0%
Value $820K (-17.7%) Shares 25,940 (-1.1%) Est. Cost $24.53 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value $742K (-19.2%) Shares 8,569 (-14.4%) Est. Cost $163.30 Unrealized
BLACKROCK SCIENCE & TECHNOLO 0.0%
Value $871K (+25.2%) Shares 29,012 (-7.6%) Est. Cost $19.64 Unrealized
XBI SPDR SERIES TRUST 0.1%
Value $1.911M (+9.6%) Shares 12,078 (-11.6%) Est. Cost $93.15 Unrealized
SBUX STARBUCKS CORP 0.1%
Value $1.958M (+9.3%) Shares 19,160 (-4.2%) Est. Cost $89.40 Unrealized
INTU INTUIT 0.0%
Value $222K (-42.7%) Shares 852 (-5.1%) Est. Cost $505.72 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value $536K (-23.6%) Shares 12,971 (-7.0%) Est. Cost $43.67 Unrealized
VLTO VERALTO CORP 0.0%
Value $225K (-42.2%) Shares 2,539 (-42.4%) Est. Cost $104.03 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OV 0.0%
Value $595K (-21.4%) Shares 19,736 (-30.4%) Est. Cost $28.07 Unrealized
MMM 3M CO 0.1%
Value $2.22M (+7.8%) Shares 13,711 (-3.3%) Est. Cost $80.80 Unrealized
NUMG NUSHARES ETF TR 0.1%
Value $1.534M (+11.6%) Shares 32,673 (-2.4%) Est. Cost $41.08 Unrealized
SIVR ABRDN SILVER ETF TRUST 0.0%
Value $378K (-29.2%) Shares 6,726 (-9.9%) Est. Cost $67.64 Unrealized
BILS SPDR SERIES TRUST 0.0%
Value $252K (-37.8%) Shares 2,539 (-37.7%) Est. Cost $99.34 Unrealized
CATH GLOBAL X FDS 0.0%
Value $206K (-42.5%) Shares 2,325 (-49.2%) Est. Cost $66.94 Unrealized
EFV ISHARES TR 0.0%
Value $972K (-13.5%) Shares 12,696 (-15.9%) Est. Cost $70.66 Unrealized
AUPH AURINIA PHARMACEUTICALS INC 0.0%
Value $519K (-21.9%) Shares 30,600 (-31.8%) Est. Cost $10.84 Unrealized
RDDT REDDIT INC 0.0%
Value $355K (-29.1%) Shares 2,044 (-45.0%) Est. Cost $189.65 Unrealized
ADSK AUTODESK INC 0.0%
Value $457K (-24.1%) Shares 2,350 (-6.6%) Est. Cost $256.52 Unrealized
ALLIANCEBERNSTEIN GLOBAL HIG 0.0%
Value $107K (-57.1%) Shares 10,384 (-57.7%) Est. Cost $10.66 Unrealized
FS SPECIALTY LENDING FD 0.0%
Value $585K (-19.6%) Shares 52,452 (-9.8%) Est. Cost $14.14 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value $2.255M (+6.7%) Shares 42,064 (-1.8%) Est. Cost $42.81 Unrealized
CGBL CAPITAL GROUP CORE BALANCED 0.0%
Value $335K (-29.5%) Shares 8,838 (-36.1%) Est. Cost $34.70 Unrealized
CSW CSW INDUSTRIALS INC 0.0%
Value $542K (-20.5%) Shares 1,947 (-25.6%) Est. Cost $221.29 Unrealized
EQT EQT CORP 0.0%
Value $403K (-25.4%) Shares 7,582 (-10.7%) Est. Cost $55.27 Unrealized
ROKU ROKU INC 0.0%
Value $487K (+38.9%) Shares 3,527 (-4.9%) Est. Cost $77.24 Unrealized
ON ON SEMICONDUCTOR CORP 0.0%
Value $518K (+35.7%) Shares 5,479 (-11.1%) Est. Cost $64.12 Unrealized
IWR ISHARES TR 0.1%
Value $1.646M (+8.9%) Shares 14,919 (-4.1%) Est. Cost $77.92 Unrealized
PAGP PLAINS GP HLDGS L P 0.0%
Value $742K (-15.3%) Shares 30,562 (-15.3%) Est. Cost $20.71 Unrealized
BOND PIMCO ETF TR 0.0%
Value $806K (-14.2%) Shares 8,745 (-14.2%) Est. Cost $92.84 Unrealized
USFR WISDOMTREE TR 0.1%
Value $1.533M (-8.0%) Shares 30,450 (-8.0%) Est. Cost $50.29 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value $750K (+21.4%) Shares 15,644 (-6.9%) Est. Cost $89.29 Unrealized
OEF ISHARES TR 0.0%
Value $517K (-20.1%) Shares 1,412 (-30.6%) Est. Cost $284.03 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value $522K (-19.9%) Shares 1,138 (-15.5%) Est. Cost $426.21 Unrealized
DINO HF SINCLAIR CORP 0.0%
Value $276K (-31.6%) Shares 3,968 (-38.7%) Est. Cost $36.94 Unrealized
DIA STATE STR SPDR DOW JONES IND 0.1%
Value $2.917M (+4.5%) Shares 5,583 (-7.3%) Est. Cost $423.68 Unrealized
NUVEEN MUN VALUE FD INC 0.0%
Value $205K (-37.9%) Shares 22,247 (-39.4%) Est. Cost $8.70 Unrealized
CAVA CAVA GROUP INC 0.0%
Value $255K (-32.6%) Shares 3,253 (-30.5%) Est. Cost $74.06 Unrealized
BIV VANGUARD BD INDEX FDS 0.1%
Value $2.428M (-4.8%) Shares 31,657 (-4.2%) Est. Cost $77.59 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value $394K (-23.8%) Shares 1,357 (-9.5%) Est. Cost $228.27 Unrealized
ALL ALLSTATE CORP 0.1%
Value $1.351M (+10.0%) Shares 5,678 (-4.1%) Est. Cost $154.37 Unrealized
HAL HALLIBURTON CO 0.0%
Value $296K (-29.1%) Shares 8,709 (-18.6%) Est. Cost $29.20 Unrealized
PBA PEMBINA PIPELINE CORP 0.0%
Value $603K (-16.7%) Shares 13,034 (-19.4%) Est. Cost $34.03 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value $271K (-30.4%) Shares 1,194 (-39.2%) Est. Cost $207.16 Unrealized
IEF ISHARES TR 0.0%
Value $1.147M (-9.2%) Shares 12,134 (-8.4%) Est. Cost $96.92 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value $345K (-25.0%) Shares 7,585 (-13.1%) Est. Cost $61.34 Unrealized
FIRST TR INTER DURATN PFD & 0.0%
Value $610K (-15.9%) Shares 33,552 (-18.4%) Est. Cost $18.12 Unrealized
TGTX TG THERAPEUTICS INC 0.0%
Value $331K (+52.7%) Shares 6,019 (-7.7%) Est. Cost $32.66 Unrealized
IGM ISHARES TR 0.0%
Value $489K (+30.2%) Shares 2,991 (-5.7%) Est. Cost $140.80 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.1%
Value $1.613M (+7.5%) Shares 33,826 (-1.2%) Est. Cost $35.22 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value $1.415M (+8.7%) Shares 19,853 (-2.3%) Est. Cost $51.49 Unrealized
WFC WELLS FARGO & CO 0.1%
Value $1.578M (-6.6%) Shares 19,094 (-10.1%) Est. Cost $52.22 Unrealized
PSCT INVESCO EXCH TRADED FD TR II 0.0%
Value $329K (+49.6%) Shares 3,565 (-2.7%) Est. Cost $56.66 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value $756K (-12.3%) Shares 7,055 (-9.3%) Est. Cost $82.77 Unrealized
DKNG DRAFTKINGS INC NEW 0.0%
Value $241K (-30.4%) Shares 9,558 (-40.4%) Est. Cost $31.71 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value $417K (-20.2%) Shares 8,842 (-32.0%) Est. Cost $43.97 Unrealized
VFLO VICTORY PORTFOLIOS II 0.0%
Value $266K (-28.1%) Shares 5,822 (-38.0%) Est. Cost $33.74 Unrealized
AVEM AMERICAN CENTY ETF TR 0.0%
Value $454K (-18.7%) Shares 4,705 (-32.1%) Est. Cost $78.30 Unrealized
GSEW GOLDMAN SACHS ETF TR 0.0%
Value $1.181M (+9.7%) Shares 12,503 (-1.7%) Est. Cost $85.10 Unrealized
BBAI BIGBEAR AI HLDGS INC 0.0%
Value $1.123M (-8.3%) Shares 305,970 (-12.1%) Est. Cost $6.40 Unrealized
USHY ISHARES TR 0.0%
Value $327K (-23.6%) Shares 8,821 (-23.9%) Est. Cost $36.66 Unrealized
SMA SMARTSTOP SELF STORAG REIT I 0.1%
Value $1.767M (+6.0%) Shares 54,375 (-1.2%) Est. Cost $30.94 Unrealized
PIMCO CORPORATE & INCM STRG 0.0%
Value $120K (-45.4%) Shares 10,064 (-45.7%) Est. Cost $13.80 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value $450K (-18.0%) Shares 5,377 (-26.5%) Est. Cost $60.73 Unrealized
SKYY FIRST TR EXCHANGE-TRADED FD 0.0%
Value $640K (+17.8%) Shares 4,759 (-4.2%) Est. Cost $75.30 Unrealized
MOAT VANECK ETF TRUST 0.0%
Value $1.006M (-8.8%) Shares 9,681 (-15.1%) Est. Cost $87.42 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value $1.956M (+5.1%) Shares 9,193 (-5.2%) Est. Cost $170.03 Unrealized
NET CLOUDFLARE INC 0.0%
Value $711K (+15.4%) Shares 2,897 (-2.9%) Est. Cost $195.87 Unrealized
JOBY JOBY AVIATION INC 0.0%
Value $166K (-36.3%) Shares 18,616 (-41.0%) Est. Cost $13.83 Unrealized
XYZ BLOCK INC 0.0%
Value $609K (+18.3%) Shares 8,007 (-6.3%) Est. Cost $74.25 Unrealized
TLTW ISHARES TR 0.1%
Value $1.585M (-5.5%) Shares 70,970 (-4.3%) Est. Cost $23.57 Unrealized
SMDV PROSHARES TR 0.0%
Value $1.067M (+9.3%) Shares 13,854 (-2.4%) Est. Cost $61.35 Unrealized
KWEB KRANESHARES TRUST 0.0%
Value $408K (-18.1%) Shares 16,671 (-4.8%) Est. Cost $30.87 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value $522K (-14.7%) Shares 6,836 (-18.8%) Est. Cost $57.87 Unrealized
AMSC AMERICAN SUPERCONDUCTOR CORP 0.0%
Value $446K (-16.7%) Shares 10,755 (-32.1%) Est. Cost $31.71 Unrealized
MAGS LISTED FDS TR 0.0%
Value $208K (-30.0%) Shares 3,237 (-36.9%) Est. Cost $53.24 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value $452K (+24.4%) Shares 1,610 (-12.9%) Est. Cost $243.61 Unrealized
LITE LUMENTUM HLDGS INC 0.0%
Value $715K (+14.2%) Shares 833 (-6.5%) Est. Cost $124.70 Unrealized
PFF ISHARES TR 0.0%
Value $899K (-8.9%) Shares 29,493 (-9.5%) Est. Cost $31.83 Unrealized
QUBT QUANTUM COMPUTING INC 0.0%
Value $417K (+26.8%) Shares 43,040 (-10.5%) Est. Cost $12.86 Unrealized
VHT VANGUARD WORLD FD 0.1%
Value $1.517M (+6.1%) Shares 5,073 (-3.3%) Est. Cost $265.34 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value $349K (+32.6%) Shares 5,415 (-6.9%) Est. Cost $45.26 Unrealized
SFM SPROUTS FMRS MKT INC 0.0%
Value $372K (-18.7%) Shares 4,404 (-25.8%) Est. Cost $69.16 Unrealized
QUAD QUAD / GRAPHICS INC 0.0%
Value $697K (+13.8%) Shares 82,643 (-10.8%) Est. Cost $5.56 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value $1.352M (+6.6%) Shares 6,742 (-3.0%) Est. Cost $192.09 Unrealized
BHR BRAEMAR HOTELS & RESORTS INC 0.0%
Value $320K (-20.7%) Shares 148,304 (-13.4%) Est. Cost $2.67 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.0%
Value $260K (-24.2%) Shares 53,687 (-16.7%) Est. Cost $3.87 Unrealized
VCEL VERICEL CORP 0.0%
Value $348K (+31.3%) Shares 7,815 (-5.0%) Est. Cost $43.54 Unrealized
LIN LINDE PLC 0.0%
Value $853K (-8.8%) Shares 1,644 (-12.8%) Est. Cost $426.51 Unrealized
RIO RIO TINTO PLC 0.0%
Value $228K (-26.4%) Shares 2,405 (-27.6%) Est. Cost $62.00 Unrealized
HTGC HERCULES CAPITAL INC 0.1%
Value $1.761M (+4.9%) Shares 111,649 (-1.8%) Est. Cost $17.40 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value $724K (+12.7%) Shares 1,824 (-9.7%) Est. Cost $202.98 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value $560K (+16.8%) Shares 1,828 (-1.8%) Est. Cost $253.02 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value $420K (+23.7%) Shares 1,471 (-9.9%) Est. Cost $218.34 Unrealized
QUAL ISHARES TR 0.1%
Value $1.713M (-4.5%) Shares 7,808 (-16.5%) Est. Cost $172.61 Unrealized
CALAMOS CONV & HIGH INCOME F 0.0%
Value $587K (-12.0%) Shares 43,090 (-29.6%) Est. Cost $11.41 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value $196K (-28.9%) Shares 12,313 (-22.5%) Est. Cost $13.41 Unrealized
WMS ADVANCED DRAIN SYS INC DEL 0.0%
Value $951K (+9.1%) Shares 6,056 (-4.7%) Est. Cost $89.28 Unrealized
NIO NIO INC 0.0%
Value $367K (-17.6%) Shares 72,595 (-1.7%) Est. Cost $4.55 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value $2.053M (+3.9%) Shares 12,942 (-4.0%) Est. Cost $141.69 Unrealized
ELF E L F BEAUTY INC 0.0%
Value $223K (-25.0%) Shares 3,014 (-38.6%) Est. Cost $112.27 Unrealized
HGV HILTON GRAND VACATIONS INC 0.0%
Value $304K (+32.3%) Shares 5,805 (-1.2%) Est. Cost $43.70 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value $508K (+16.3%) Shares 2,271 (-3.0%) Est. Cost $120.81 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $557K (-11.3%) Shares 8,697 (-1.4%) Est. Cost $79.90 Unrealized
LAC LITHIUM AMERS CORP NEW 0.0%
Value $73,908 (-48.8%) Shares 19,197 (-47.5%) Est. Cost $5.54 Unrealized
TLH ISHARES TR 0.1%
Value $1.554M (-4.3%) Shares 15,483 (-3.9%) Est. Cost $104.02 Unrealized
CLX CLOROX CO DEL 0.0%
Value $585K (-10.5%) Shares 6,133 (-2.8%) Est. Cost $129.16 Unrealized
APLE APPLE HOSPITALITY REIT INC 0.0%
Value $250K (+37.6%) Shares 14,893 (-5.7%) Est. Cost $15.38 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value $1.095M (+6.5%) Shares 4,073 (-8.7%) Est. Cost $133.05 Unrealized
ENS ENERSYS 0.0%
Value $384K (+20.3%) Shares 1,644 (-10.7%) Est. Cost $99.40 Unrealized
WESTERN ASSET MANAGED MUNS F 0.0%
Value $486K (-11.5%) Shares 46,628 (-12.7%) Est. Cost $10.50 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value $283K (+28.1%) Shares 2,333 (-1.6%) Est. Cost $84.44 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value $538K (-10.3%) Shares 3,048 (-15.9%) Est. Cost $149.19 Unrealized
OMSE OMS ENERGY TECHNOLOGIES INC 0.0%
Value $67,550 (-47.1%) Shares 17,500 (-41.7%) Est. Cost $7.89 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value $484K (-10.7%) Shares 11,204 (-6.5%) Est. Cost $71.01 Unrealized
ARKW ARK ETF TR 0.0%
Value $377K (+17.8%) Shares 2,603 (-1.9%) Est. Cost $85.98 Unrealized
JLL JONES LANG LASALLE INC 0.0%
Value $264K (-17.5%) Shares 851 (-19.0%) Est. Cost $270.08 Unrealized
IWP ISHARES TR 0.0%
Value $507K (+12.4%) Shares 3,461 (-1.7%) Est. Cost $114.72 Unrealized
JNJ JOHNSON & JOHNSON 1.0%
Value $25.72M (+0.2%) Shares 101,254 (-3.5%) Est. Cost $151.27 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value $426K (+14.6%) Shares 1,136 (-15.2%) Est. Cost $303.32 Unrealized
ARKQ ARK ETF TR 0.0%
Value $427K (+14.6%) Shares 3,228 (-2.6%) Est. Cost $91.45 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value $270K (-16.5%) Shares 1,537 (-6.1%) Est. Cost $143.28 Unrealized
FERG FERGUSON ENTERPRISES INC 0.0%
Value $549K (-8.5%) Shares 2,314 (-10.1%) Est. Cost $197.99 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value $256K (-16.6%) Shares 5,698 (-17.4%) Est. Cost $51.45 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.2%
Value $4.012M (+1.3%) Shares 29,325 (-3.0%) Est. Cost $83.43 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value $97,030 (-34.0%) Shares 12,634 (-40.3%) Est. Cost $1.56 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value $356K (+16.1%) Shares 6,323 (-4.3%) Est. Cost $51.27 Unrealized
SPYV SPDR SERIES TRUST 0.1%
Value $1.605M (+3.1%) Shares 26,408 (-4.0%) Est. Cost $51.78 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value $584K (+9.2%) Shares 2,459 (-2.9%) Est. Cost $121.29 Unrealized
EEM ISHARES TR 0.0%
Value $328K (+17.5%) Shares 4,799 (-2.5%) Est. Cost $39.83 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value $393K (+14.1%) Shares 1,597 (-4.7%) Est. Cost $208.25 Unrealized
KKR KKR & CO INC 0.0%
Value $397K (-10.8%) Shares 4,321 (-10.1%) Est. Cost $114.76 Unrealized
YLD PRINCIPAL EXCHANGE TRADED FD 0.0%
Value $494K (-8.8%) Shares 25,872 (-9.3%) Est. Cost $19.48 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value $1.105M (+4.5%) Shares 3,347 (-7.7%) Est. Cost $210.56 Unrealized
DOUBLELINE INCOME SOLUTIONS 0.0%
Value $122K (-27.8%) Shares 11,058 (-29.3%) Est. Cost $12.31 Unrealized
AFRM AFFIRM HLDGS INC 0.0%
Value $235K (-16.4%) Shares 2,880 (-53.0%) Est. Cost $70.80 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value $756K (+6.5%) Shares 5,150 (-2.3%) Est. Cost $52.68 Unrealized
JEF JEFFERIES FINANCIAL GROUP IN 0.0%
Value $292K (+18.4%) Shares 5,838 (-2.2%) Est. Cost $39.40 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value $362K (-11.0%) Shares 2,099 (-4.6%) Est. Cost $119.04 Unrealized
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value $266K (+20.2%) Shares 9,016 (-6.1%) Est. Cost $20.94 Unrealized
FCOR FIDELITY MERRIMACK STR TR 0.0%
Value $225K (-16.4%) Shares 4,764 (-16.5%) Est. Cost $48.25 Unrealized
WES WESTERN MIDSTREAM PARTNERS L 0.0%
Value $1.278M (-3.3%) Shares 29,201 (-9.1%) Est. Cost $39.86 Unrealized
NDAQ NASDAQ INC 0.0%
Value $270K (-14.0%) Shares 3,425 (-7.4%) Est. Cost $69.44 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value $468K (+10.3%) Shares 8,587 (-3.8%) Est. Cost $63.48 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value $769K (+6.0%) Shares 3,893 (-1.1%) Est. Cost $151.41 Unrealized
B BARRICK MNG CORP 0.0%
Value $330K (-11.5%) Shares 8,981 (-1.8%) Est. Cost $25.72 Unrealized
RGTI RIGETTI COMPUTING INC 0.0%
Value $1.088M (+4.1%) Shares 56,315 (-24.4%) Est. Cost $26.42 Unrealized
BEP BROOKFIELD RENEWABLE ENERGY 0.1%
Value $1.675M (-2.5%) Shares 48,242 (-8.3%) Est. Cost $30.51 Unrealized
BLACKROCK TECH AND PRIVATE E 0.0%
Value $165K (+34.1%) Shares 18,288 (-2.0%) Est. Cost $7.56 Unrealized
KRBN KRANESHARES TRUST 0.0%
Value $354K (-10.6%) Shares 10,684 (-19.9%) Est. Cost $30.82 Unrealized
COWZ PACER FDS TR 0.0%
Value $558K (-7.0%) Shares 8,967 (-6.4%) Est. Cost $55.69 Unrealized
AQST AQUESTIVE THERAPEUTICS INC 0.0%
Value $89,028 (-31.0%) Shares 21,401 (-31.2%) Est. Cost $3.33 Unrealized
VOD VODAFONE GROUP PLC 0.0%
Value $248K (-13.7%) Shares 18,717 (-2.0%) Est. Cost $10.01 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $808K (-4.6%) Shares 2,280 (-7.5%) Est. Cost $279.74 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value $288K (+15.2%) Shares 3,728 (-2.5%) Est. Cost $60.70 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value $613K (-5.7%) Shares 6,639 (-4.0%) Est. Cost $68.16 Unrealized
DWX SPDR INDEX SHS FDS 0.0%
Value $412K (-8.3%) Shares 8,957 (-9.0%) Est. Cost $34.52 Unrealized
TSLY TIDAL TRUST II 0.0%
Value $386K (-8.7%) Shares 13,509 (-4.1%) Est. Cost $37.54 Unrealized
VTRS VIATRIS INC 0.0%
Value $276K (-11.6%) Shares 17,391 (-24.8%) Est. Cost $11.75 Unrealized
EBAY EBAY INC. 0.0%
Value $493K (+7.8%) Shares 4,407 (-12.2%) Est. Cost $66.46 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value $2.997M (-1.2%) Shares 11,508 (-6.2%) Est. Cost $133.59 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value $298K (-10.5%) Shares 901 (-17.6%) Est. Cost $254.40 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value $139K (-19.8%) Shares 18,331 (-32.3%) Est. Cost $7.18 Unrealized
TLRY TILRAY BRANDS INC 0.0%
Value $54,607 (-38.4%) Shares 12,162 (-11.2%) Est. Cost $12.20 Unrealized
IHAK ISHARES TR 0.0%
Value $245K (+15.7%) Shares 4,041 (-16.9%) Est. Cost $51.53 Unrealized
APD AIR PRODUCTS AND CHEMICALS I 0.0%
Value $415K (-7.4%) Shares 1,416 (-8.2%) Est. Cost $261.53 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value $1.096M (-2.9%) Shares 4,054 (-6.5%) Est. Cost $234.69 Unrealized
OCSL OAKTREE SPECIALTY LENDING 0.0%
Value $253K (-11.4%) Shares 21,150 (-16.1%) Est. Cost $18.66 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value $211K (-13.3%) Shares 1,833 (-15.1%) Est. Cost $97.37 Unrealized
AKRE PROFESIONALLY MANAGED PORTFO 0.0%
Value $439K (-6.8%) Shares 8,245 (-7.4%) Est. Cost $65.04 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $298K (+11.9%) Shares 16,833 (-1.2%) Est. Cost $12.92 Unrealized
PINS PINTEREST INC 0.0%
Value $227K (-12.2%) Shares 10,813 (-23.4%) Est. Cost $32.63 Unrealized
FTDS FIRST TR EXCHANGE-TRADED FD 0.0%
Value $295K (-9.6%) Shares 4,800 (-11.1%) Est. Cost $56.49 Unrealized
MET METLIFE INC 0.0%
Value $627K (+5.2%) Shares 7,405 (-12.1%) Est. Cost $70.21 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.0%
Value $403K (+8.3%) Shares 9,057 (-6.4%) Est. Cost $33.60 Unrealized
ITB ISHARES TR 0.0%
Value $292K (+11.4%) Shares 2,797 (-3.5%) Est. Cost $90.56 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value $370K (-7.4%) Shares 218 (-5.6%) Est. Cost $1733.37 Unrealized
TPR TAPESTRY INC 0.0%
Value $502K (-5.5%) Shares 3,432 (-8.9%) Est. Cost $52.11 Unrealized
SPYD SPDR SERIES TRUST 0.0%
Value $242K (-10.6%) Shares 5,063 (-14.7%) Est. Cost $43.25 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value $1.472M (-1.9%) Shares 15,984 (-1.7%) Est. Cost $90.96 Unrealized
ADVENT CONV & INCOME FD 0.0%
Value $659K (+4.3%) Shares 50,298 (-11.1%) Est. Cost $11.97 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.0%
Value $312K (-8.0%) Shares 62,601 (-6.0%) Est. Cost $6.36 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value $230K (+13.3%) Shares 13,271 (-1.7%) Est. Cost $13.57 Unrealized
FXF INVESCO CURRENCYSHARES SWISS 0.0%
Value $833K (-3.1%) Shares 7,640 (-1.9%) Est. Cost $111.31 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value $263K (+11.3%) Shares 1,678 (-1.9%) Est. Cost $129.53 Unrealized
ZIM ZIM INTEGRATED SHIPPING SERV 0.0%
Value $474K (-5.3%) Shares 18,216 (-4.1%) Est. Cost $18.10 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value $809K (+3.4%) Shares 8,385 (-4.9%) Est. Cost $86.70 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value $672K (+4.0%) Shares 5,684 (-2.0%) Est. Cost $76.80 Unrealized
KMLM KRANESHARES TRUST 0.0%
Value $281K (-8.3%) Shares 10,212 (-6.1%) Est. Cost $26.38 Unrealized
DVY ISHARES TR 0.1%
Value $1.919M (+1.3%) Shares 12,277 (-1.9%) Est. Cost $117.53 Unrealized
PIMCO CALIF MUN INCOME FD 0.0%
Value $471K (-5.0%) Shares 52,557 (-9.2%) Est. Cost $9.00 Unrealized
RIVERNORTH MANAGED DUR MUN I 0.0%
Value $165K (-12.5%) Shares 11,000 (-14.5%) Est. Cost $16.03 Unrealized
CRML CRITICAL METALS CORP 0.0%
Value $112K (+26.1%) Shares 10,895 (-2.3%) Est. Cost $13.15 Unrealized
VLY VALLEY NATL BANCORP 0.0%
Value $153K (+17.8%) Shares 10,457 (-1.3%) Est. Cost $8.31 Unrealized
BLACKROCK MUNIASSETS FD INC 0.0%
Value $200K (-10.2%) Shares 18,194 (-13.5%) Est. Cost $10.61 Unrealized
FENI FIDELITY COVINGTON TRUST 0.0%
Value $322K (-6.4%) Shares 8,023 (-13.3%) Est. Cost $29.57 Unrealized
DMXF ISHARES TR 0.0%
Value $275K (-7.5%) Shares 3,247 (-17.4%) Est. Cost $75.24 Unrealized
RACE FERRARI N V 0.0%
Value $1.15M (-1.9%) Shares 3,090 (-10.8%) Est. Cost $350.32 Unrealized
NXG NEXTGEN INFRASTR INCM FD 0.0%
Value $344K (+6.7%) Shares 5,311 (-9.4%) Est. Cost $50.50 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value $203K (-9.6%) Shares 1,609 (-8.6%) Est. Cost $115.29 Unrealized
ENVX ENOVIX CORPORATION 0.0%
Value $161K (+15.0%) Shares 26,600 (-1.8%) Est. Cost $6.98 Unrealized
PSKY PARAMOUNT SKYDANCE CORP 0.0%
Value $438K (+5.0%) Shares 44,439 (-4.0%) Est. Cost $14.51 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value $816K (-2.5%) Shares 16,127 (-3.8%) Est. Cost $50.17 Unrealized
RIVERNORTH FLEXIBLE MUNI INC 0.0%
Value $140K (-12.8%) Shares 10,300 (-19.1%) Est. Cost $13.77 Unrealized
ABRDN HEALTHCARE OPPORTUNITI 0.0%
Value $274K (+7.8%) Shares 14,645 (-3.3%) Est. Cost $19.63 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value $391K (-4.8%) Shares 4,418 (-11.4%) Est. Cost $74.90 Unrealized
BLK BLACKROCK INC 0.0%
Value $783K (-2.4%) Shares 814 (-2.4%) Est. Cost $996.31 Unrealized
BIDU BAIDU INC 0.0%
Value $241K (-7.3%) Shares 2,106 (-9.6%) Est. Cost $128.27 Unrealized
NMFC NEW MTN FIN CORP 0.0%
Value $134K (-12.3%) Shares 18,718 (-5.1%) Est. Cost $9.81 Unrealized
PSA PUBLIC STORAGE 0.0%
Value $407K (+4.6%) Shares 1,279 (-11.0%) Est. Cost $278.98 Unrealized
WAB WABTEC 0.0%
Value $447K (+4.1%) Shares 1,656 (-3.5%) Est. Cost $136.64 Unrealized
OKLO OKLO INC 0.0%
Value $440K (+4.2%) Shares 8,401 (-1.3%) Est. Cost $51.63 Unrealized
EIX EDISON INTL 0.0%
Value $612K (-2.8%) Shares 8,222 (-4.4%) Est. Cost $59.80 Unrealized
ECL ECOLAB INC 0.0%
Value $1.254M (+1.4%) Shares 4,501 (-3.2%) Est. Cost $187.33 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value $637K (-2.4%) Shares 3,253 (-1.2%) Est. Cost $156.31 Unrealized
BALL BALL CORP 0.0%
Value $361K (+4.4%) Shares 5,787 (-1.1%) Est. Cost $51.96 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value $205K (+7.8%) Shares 21,824 (-3.0%) Est. Cost $14.44 Unrealized
SNAP SNAP INC 0.0%
Value $53,529 (-21.7%) Shares 12,056 (-18.8%) Est. Cost $7.78 Unrealized
VIS VANGUARD WORLD FD 0.0%
Value $227K (+6.9%) Shares 631 (-7.3%) Est. Cost $279.93 Unrealized
TER TERADYNE INC 0.0%
Value $503K (+2.6%) Shares 1,039 (-37.1%) Est. Cost $171.50 Unrealized
BMI BADGER METER INC 0.0%
Value $276K (-4.5%) Shares 1,859 (-2.0%) Est. Cost $117.36 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value $231K (-5.1%) Shares 2,661 (-13.9%) Est. Cost $76.59 Unrealized
OPPJ WISDOMTREE TR 0.0%
Value $267K (+4.6%) Shares 4,630 (-1.4%) Est. Cost $41.65 Unrealized
SDG ISHARES TR 0.0%
Value $238K (+5.1%) Shares 2,664 (-1.3%) Est. Cost $78.70 Unrealized
IHRT IHEARTMEDIA INC 0.0%
Value $83,655 (-11.8%) Shares 19,500 (-40.0%) Est. Cost $2.01 Unrealized
CALF PACER FDS TR 0.0%
Value $214K (-4.9%) Shares 4,231 (-15.7%) Est. Cost $47.91 Unrealized
UNG UNITED STS NAT GAS FD LP 0.0%
Value $152K (-6.7%) Shares 12,987 (-6.6%) Est. Cost $13.07 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value $416K (-2.6%) Shares 3,427 (-19.6%) Est. Cost $78.72 Unrealized
BIP BROOKFIELD INFRASTRUCTURE PA 0.0%
Value $382K (-2.6%) Shares 10,455 (-3.6%) Est. Cost $35.18 Unrealized
ACHR ARCHER AVIATION INC 0.0%
Value $66,788 (-13.1%) Shares 14,120 (-5.0%) Est. Cost $5.55 Unrealized
BEEM BEAM GLOBAL 0.0%
Value $16,072 (-38.1%) Shares 12,363 (-30.0%) Est. Cost $10.52 Unrealized
IIPR INNOVATIVE INDL PPTYS INC 0.0%
Value $376K (+2.6%) Shares 6,063 (-16.9%) Est. Cost $83.74 Unrealized
IDVO AMPLIFY ETF TR 0.0%
Value $284K (-3.3%) Shares 6,757 (-6.8%) Est. Cost $40.47 Unrealized
BLACKROCK MUNIYIELD N Y QUAL 0.0%
Value $194K (-4.7%) Shares 19,117 (-9.9%) Est. Cost $9.85 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value $1.446M (-0.6%) Shares 15,391 (-1.9%) Est. Cost $84.40 Unrealized
HYG ISHARES TR 0.0%
Value $478K (-1.9%) Shares 5,982 (-2.4%) Est. Cost $77.41 Unrealized
PFFA ETFIS SER TR I 0.0%
Value $751K (-1.2%) Shares 36,485 (-2.2%) Est. Cost $21.57 Unrealized
EFC ELLINGTON FINANCIAL INC 0.0%
Value $262K (+3.4%) Shares 19,225 (-10.0%) Est. Cost $12.71 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value $766K (-1.1%) Shares 15,199 (-1.0%) Est. Cost $68.37 Unrealized
NAK NORTHERN DYNASTY MINERALS LT 0.0%
Value $30,962 (-21.2%) Shares 16,126 (-42.6%) Est. Cost $1.39 Unrealized
GSBD GOLDMAN SACHS BDC INC 0.0%
Value $639K (-1.2%) Shares 67,406 (-7.5%) Est. Cost $13.44 Unrealized
EATON VANCE LIMITED DURATION 0.0%
Value $291K (-2.6%) Shares 31,037 (-1.8%) Est. Cost $9.88 Unrealized
FLG FLAGSTAR BANK NATIONAL ASSOC 0.0%
Value $348K (-2.0%) Shares 23,323 (-13.6%) Est. Cost $10.63 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value $1.236M (+0.6%) Shares 1,263 (-8.0%) Est. Cost $555.71 Unrealized
CLIP GLOBAL X FDS 0.0%
Value $335K (-1.9%) Shares 3,338 (-1.9%) Est. Cost $100.48 Unrealized
AHT ASHFORD HOSPITALITY TR INC 0.0%
Value $44,582 (+16.2%) Shares 13,760 (-1.7%) Est. Cost $6.72 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value $1.169M (+0.5%) Shares 11,656 (-30.5%) Est. Cost $76.36 Unrealized
BHP BHP BILLITON LIMITED 0.0%
Value $295K (+1.9%) Shares 3,543 (-11.0%) Est. Cost $55.75 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value $168K (-3.2%) Shares 21,305 (-7.4%) Est. Cost $7.99 Unrealized
GPIX GOLDMAN SACHS ETF TR 0.0%
Value $671K (+0.8%) Shares 12,074 (-9.2%) Est. Cost $52.58 Unrealized
AMZE AMAZE HOLDINGS INC 0.0%
Value $5,223 (-50.0%) Shares 41,000 (-26.8%) Est. Cost $4.31 Unrealized
WWD WOODWARD INC 0.0%
Value $705K (+0.7%) Shares 1,657 (-15.2%) Est. Cost $353.24 Unrealized
SDOG ALPS ETF TR 0.0%
Value $455K (+1.1%) Shares 6,665 (-3.6%) Est. Cost $52.69 Unrealized
YMAX TIDAL TRUST II 0.0%
Value $90,496 (-5.3%) Shares 11,200 (-8.2%) Est. Cost $9.98 Unrealized
EFA ISHARES TR 0.1%
Value $1.493M (+0.3%) Shares 14,374 (-6.2%) Est. Cost $86.25 Unrealized
IWB ISHARES TR 0.0%
Value $573K (-0.8%) Shares 1,400 (-13.6%) Est. Cost $255.80 Unrealized
TAXF AMERICAN CENTY ETF TR 0.0%
Value $203K (-2.2%) Shares 4,001 (-3.8%) Est. Cost $50.23 Unrealized
TBLL INVESCO EXCH TRADED FD TR II 0.0%
Value $392K (-1.2%) Shares 3,709 (-1.2%) Est. Cost $105.57 Unrealized
XPO XPO INC 0.0%
Value $494K (+0.9%) Shares 2,407 (-4.4%) Est. Cost $107.26 Unrealized
QTWO Q2 HLDGS INC 0.0%
Value $305K (-1.4%) Shares 6,337 (-3.1%) Est. Cost $45.20 Unrealized
ABTC AMERICAN BITCOIN CORP. 0.0%
Value $6,880 (-38.5%) Shares 10,101 (-16.5%) Est. Cost $4.17 Unrealized
PIMCO DYNAMIC INCOME OPRNTS 0.0%
Value $394K (+1.0%) Shares 29,782 (-1.2%) Est. Cost $13.25 Unrealized
SMB VANECK ETF TRUST 0.0%
Value $211K (-1.9%) Shares 12,187 (-2.2%) Est. Cost $17.00 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value $214K (-1.8%) Shares 3,467 (-7.0%) Est. Cost $47.60 Unrealized
SUSB ISHARES TR 0.0%
Value $214K (-1.6%) Shares 8,568 (-1.4%) Est. Cost $25.16 Unrealized
SCHV SCHWAB STRATEGIC TR 0.0%
Value $283K (+1.2%) Shares 8,144 (-11.3%) Est. Cost $30.50 Unrealized
INVESCO MUNICIPAL TRUST 0.0%
Value $257K (+1.3%) Shares 25,550 (-3.9%) Est. Cost $9.65 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value $655K (-0.4%) Shares 1,429 (-3.5%) Est. Cost $428.35 Unrealized
KKR INCOME OPPORTUNITIES FD 0.0%
Value $489K (+0.5%) Shares 43,469 (-1.8%) Est. Cost $11.00 Unrealized
PBD INVESCO EXCH TRADED FD TR II 0.0%
Value $204K (-1.1%) Shares 10,386 (-9.5%) Est. Cost $17.93 Unrealized
SMTK SMARTKEM INC 0.0%
Value $3,920 (-35.0%) Shares 16,000 (-39.6%) Est. Cost $1.11 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value $274K (-0.6%) Shares 1,575 (-1.9%) Est. Cost $187.35 Unrealized
NVBU AIM ETF PRODUCTS TRUST 0.0%
Value $258K (-0.6%) Shares 8,360 (-9.2%) Est. Cost $28.95 Unrealized
RIET ETF SER SOLUTIONS 0.0%
Value $133K (+1.1%) Shares 13,650 (-6.8%) Est. Cost $10.55 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value $375K (-0.3%) Shares 7,371 (-2.0%) Est. Cost $66.89 Unrealized
FSK FS KKR CAP CORP 0.0%
Value $343K (-0.4%) Shares 32,646 (-3.4%) Est. Cost $14.51 Unrealized
CSX CSX CORP 0.0%
Value $799K (-0.1%) Shares 16,819 (-13.7%) Est. Cost $33.03 Unrealized
AI C3 AI INC 0.0%
Value $125K (-0.7%) Shares 13,760 (-8.0%) Est. Cost $25.32 Unrealized
COHEN & STEERS QUALITY INCOM 0.0%
Value $156K (+0.1%) Shares 12,705 (-2.0%) Est. Cost $12.45 Unrealized
CKX CKX LDS INC 0.0%
Value $112K (-0.2%) Shares 10,349 (-4.4%) Est. Cost $13.20 Unrealized

Unchanged Positions (265)

AAPL APPLE INC 5.9%
Value $153M Shares 529,075 Est. Cost $170.63 Unrealized
CSCO CISCO SYS INC 0.8%
Value $20.22M Shares 172,165 Est. Cost $48.03 Unrealized
TSLA TESLA INC 2.2%
Value $57.47M Shares 136,636 Est. Cost $199.77 Unrealized
NBIS NEBIUS GROUP N.V. 0.2%
Value $5.728M Shares 20,742 Est. Cost $73.60 Unrealized
PANW PALO ALTO NETWORKS INC 0.3%
Value $6.719M Shares 19,703 Est. Cost $156.16 Unrealized
SOXX ISHARES TR 0.3%
Value $6.979M Shares 10,892 Est. Cost $288.25 Unrealized
GLD SPDR GOLD TR 0.5%
Value $12.51M Shares 33,960 Est. Cost $240.05 Unrealized
GE GE AEROSPACE 0.3%
Value $8.422M Shares 22,535 Est. Cost $120.22 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value $3.106M Shares 7,167 Est. Cost $92.23 Unrealized
QCOM QUALCOMM INC 0.2%
Value $4.807M Shares 26,012 Est. Cost $143.30 Unrealized
PEP PEPSICO INC 0.3%
Value $8.507M Shares 62,828 Est. Cost $154.04 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.2%
Value $5.796M Shares 19,131 Est. Cost $225.52 Unrealized
BAC BANK OF AMER CORP 0.3%
Value $8.195M Shares 143,817 Est. Cost $32.46 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value $4.564M Shares 4,513 Est. Cost $399.57 Unrealized
AIQ GLOBAL X FDS 0.1%
Value $2.558M Shares 38,991 Est. Cost $47.07 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value $1.694M Shares 5,684 Est. Cost $171.21 Unrealized
ICLN ISHARES TR 0.2%
Value $4.939M Shares 241,028 Est. Cost $14.12 Unrealized
HASI HA SUSTAINABLE INFRA CAP INC 0.3%
Value $8.724M Shares 223,406 Est. Cost $26.21 Unrealized
WLYB WILEY JOHN & SONS INC 0.1%
Value $2.506M Shares 53,551 Est. Cost $34.07 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value $5.824M Shares 24,615 Est. Cost $187.85 Unrealized
ESGU ISHARES TR 0.1%
Value $3.476M Shares 21,235 Est. Cost $109.49 Unrealized
URI UNITED RENTALS INC 0.1%
Value $1.317M Shares 1,163 Est. Cost $635.68 Unrealized
DE DEERE & CO 0.1%
Value $3.832M Shares 6,040 Est. Cost $399.81 Unrealized
CME CME GROUP INC 0.1%
Value $1.344M Shares 6,086 Est. Cost $247.03 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 1.8%
Value $46.14M Shares 912,435 Est. Cost $50.58 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value $2.496M Shares 22,222 Est. Cost $44.16 Unrealized
ASA GOLD AND PRECIOUS MTLS L 0.1%
Value $1.649M Shares 31,689 Est. Cost $15.79 Unrealized
FNV FRANCO NEV CORP 0.1%
Value $1.508M Shares 7,235 Est. Cost $113.31 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value $1.163M Shares 13,361 Est. Cost $44.68 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value $4.267M Shares 48,611 Est. Cost $59.83 Unrealized
JCI JOHNSON CONTROLS INTERNATION 0.1%
Value $2.648M Shares 18,120 Est. Cost $58.25 Unrealized
NVT NVENT ELEC PLC 0.0%
Value $793K Shares 4,673 Est. Cost $44.21 Unrealized
BGS B & G FOODS INC 0.0%
Value $1.114M Shares 279,993 Est. Cost $4.64 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value $1.561M Shares 17,200 Est. Cost $107.76 Unrealized
EWT ISHARES INC 0.0%
Value $554K Shares 5,100 Est. Cost $48.68 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value $652K Shares 6,958 Est. Cost $42.35 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value $4.493M Shares 6 Est. Cost $732287.90 Unrealized
MITK MITEK SYS INC 0.0%
Value $550K Shares 27,300 Est. Cost $12.26 Unrealized
LIND LINDBLAD EXPEDITIONS HLDGS I 0.0%
Value $460K Shares 16,300 Est. Cost $9.21 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value $1.966M Shares 8,780 Est. Cost $229.82 Unrealized
TGEN TECOGEN INC NEW 0.0%
Value $326K Shares 62,523 Est. Cost $4.01 Unrealized
ED CONSOLIDATED EDISON INC 0.3%
Value $7.256M Shares 65,590 Est. Cost $85.16 Unrealized
CACC CREDIT ACCEP CORP MICH 0.0%
Value $478K Shares 750 Est. Cost $495.00 Unrealized
WAT WATERS CORP 0.0%
Value $730K Shares 1,946 Est. Cost $323.82 Unrealized
VEGN ETF SER SOLUTIONS 0.0%
Value $454K Shares 5,519 Est. Cost $44.69 Unrealized
EATON VANCE TX ADV GLBL DIV 0.0%
Value $920K Shares 39,082 Est. Cost $20.11 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value $635K Shares 2,726 Est. Cost $107.66 Unrealized
TREX TREX INC 0.0%
Value $502K Shares 10,033 Est. Cost $57.28 Unrealized
MOD MODINE MFG CO 0.0%
Value $673K Shares 2,521 Est. Cost $86.56 Unrealized
NUVEEN NY AMT FREE 0.1%
Value $2.795M Shares 260,768 Est. Cost $10.64 Unrealized
H HYATT HOTELS CORP 0.0%
Value $490K Shares 2,529 Est. Cost $139.85 Unrealized
PECO PHILLIPS EDISON & CO INC 0.0%
Value $1.225M Shares 29,426 Est. Cost $35.18 Unrealized
NEM NEWMONT CORP 0.0%
Value $791K Shares 8,464 Est. Cost $49.16 Unrealized
ARDX ARDELYX INC 0.0%
Value $702K Shares 137,660 Est. Cost $3.49 Unrealized
SLF SUN LIFE FINANCIAL INC. 0.0%
Value $575K Shares 7,338 Est. Cost $54.27 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value $628K Shares 4,589 Est. Cost $198.38 Unrealized
GWW WW GRAINGER INC 0.0%
Value $595K Shares 437 Est. Cost $826.57 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value $3.933M Shares 31,072 Est. Cost $89.77 Unrealized
SUSL ISHARES TR 0.0%
Value $739K Shares 5,569 Est. Cost $98.43 Unrealized
NUVEEN CA DIVI ADV MUN 0.1%
Value $2.412M Shares 199,004 Est. Cost $11.05 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value $622K Shares 16,875 Est. Cost $38.39 Unrealized
REGL PROSHARES TR 0.1%
Value $1.693M Shares 18,485 Est. Cost $71.72 Unrealized
HSY HERSHEY CO 0.0%
Value $550K Shares 3,137 Est. Cost $182.52 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value $4.347M Shares 8,464 Est. Cost $431.82 Unrealized
IWN ISHARES TR 0.0%
Value $692K Shares 3,128 Est. Cost $146.67 Unrealized
JBLU JETBLUE AIRWAYS CORP 0.0%
Value $406K Shares 70,859 Est. Cost $5.66 Unrealized
LRGE LEGG MASON ETF INVT 0.0%
Value $772K Shares 9,016 Est. Cost $72.10 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value $682K Shares 23,171 Est. Cost $24.44 Unrealized
IWMI NEOS ETF TRUST 0.0%
Value $714K Shares 13,332 Est. Cost $48.55 Unrealized
APP APPLOVIN CORP 0.0%
Value $366K Shares 711 Est. Cost $462.96 Unrealized
IHF ISHARES TR 0.0%
Value $348K Shares 6,283 Est. Cost $78.94 Unrealized
KR KROGER CO 0.0%
Value $270K Shares 4,869 Est. Cost $48.43 Unrealized
CSTM CONSTELLIUM SE 0.0%
Value $364K Shares 11,425 Est. Cost $23.19 Unrealized
CALAMOS CONV OPPORTUNITIES & 0.0%
Value $401K Shares 29,804 Est. Cost $10.52 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value $679K Shares 20,043 Est. Cost $15.19 Unrealized
ONEQ FIDELITY COMWLTH TR 0.0%
Value $465K Shares 4,507 Est. Cost $69.50 Unrealized
SRPT SAREPTA THERAPEUTICS INC 0.0%
Value $375K Shares 20,843 Est. Cost $128.41 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value $1.237M Shares 16,212 Est. Cost $55.57 Unrealized
MTB M & T BK CORP 0.0%
Value $572K Shares 2,405 Est. Cost $126.04 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value $877K Shares 7,772 Est. Cost $104.40 Unrealized
MCB METROPOLITAN BK HLDG CORP 0.0%
Value $469K Shares 4,745 Est. Cost $59.63 Unrealized
CBC CENTRAL BANCOMPANY 0.0%
Value $333K Shares 10,959 Est. Cost $23.43 Unrealized
HWKN HAWKINS INC 0.0%
Value $884K Shares 6,224 Est. Cost $109.88 Unrealized
IMCB ISHARES TR 0.0%
Value $517K Shares 5,356 Est. Cost $74.79 Unrealized
NWL NEWELL BRANDS INC 0.0%
Value $157K Shares 25,638 Est. Cost $6.38 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value $545K Shares 55,546 Est. Cost $8.49 Unrealized
DLN WISDOMTREE TR 0.0%
Value $893K Shares 9,276 Est. Cost $63.16 Unrealized
IWS ISHARES TR 0.0%
Value $560K Shares 3,405 Est. Cost $111.67 Unrealized
SUSA ISHARES TR 0.0%
Value $466K Shares 3,017 Est. Cost $94.69 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value $316K Shares 1,816 Est. Cost $130.74 Unrealized
DTE DTE ENERGY CO 0.1%
Value $1.292M Shares 8,479 Est. Cost $101.68 Unrealized
PLD PROLOGIS INC. 0.1%
Value $2.571M Shares 18,980 Est. Cost $114.02 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value $410K Shares 4,409 Est. Cost $66.92 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value $324K Shares 7,936 Est. Cost $40.23 Unrealized
FNY FIRST TR EXCHANGE-TRADED ALP 0.0%
Value $329K Shares 2,965 Est. Cost $91.19 Unrealized
OMF ONEMAIN HLDGS INC 0.0%
Value $468K Shares 7,673 Est. Cost $48.54 Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value $563K Shares 743 Est. Cost $266.24 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value $1.048M Shares 97,159 Est. Cost $9.49 Unrealized
NUMV NUSHARES ETF TR 0.0%
Value $506K Shares 11,632 Est. Cost $38.77 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value $1.335M Shares 18,470 Est. Cost $53.09 Unrealized
BLACKROCK ESG CAP ALLC TERM 0.0%
Value $381K Shares 24,223 Est. Cost $16.66 Unrealized
VIRTUS EQUITY & CONV INCM FD 0.0%
Value $406K Shares 15,118 Est. Cost $23.30 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value $438K Shares 1,181 Est. Cost $238.33 Unrealized
SMIG ETF SER SOLUTIONS 0.0%
Value $504K Shares 15,356 Est. Cost $29.10 Unrealized
XJH ISHARES TR 0.0%
Value $403K Shares 7,719 Est. Cost $41.41 Unrealized
IJT ISHARES TR 0.0%
Value $274K Shares 1,535 Est. Cost $144.69 Unrealized
PAVE GLOBAL X FDS 0.0%
Value $371K Shares 6,289 Est. Cost $38.33 Unrealized
CCOI COGENT COMM HOLDINGS INC 0.0%
Value $142K Shares 10,257 Est. Cost $23.27 Unrealized
MCY MERCURY GENL CORP NEW 0.0%
Value $289K Shares 2,714 Est. Cost $73.79 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $863K Shares 3,760 Est. Cost $207.85 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value $558K Shares 1,773 Est. Cost $241.62 Unrealized
WPC WP CAREY INC 0.0%
Value $868K Shares 12,138 Est. Cost $59.37 Unrealized
EEMA ISHARES INC 0.0%
Value $269K Shares 2,300 Est. Cost $91.75 Unrealized
GNL GLOBAL NET LEASE INC 0.0%
Value $1.048M Shares 117,250 Est. Cost $7.67 Unrealized
SPYT TIDAL TRUST II 0.0%
Value $652K Shares 37,150 Est. Cost $16.94 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value $414K Shares 1,705 Est. Cost $190.74 Unrealized
AMAL AMALGAMATED FINANCIAL CORP 0.0%
Value $296K Shares 6,453 Est. Cost $37.64 Unrealized
IEX IDEX CORP 0.0%
Value $273K Shares 1,204 Est. Cost $170.79 Unrealized
RYLD GLOBAL X FDS 0.0%
Value $679K Shares 42,442 Est. Cost $16.98 Unrealized
WTPI WISDOMTREE TR 0.1%
Value $1.818M Shares 55,442 Est. Cost $33.00 Unrealized
VKTX VIKING THERAPEUTICS INC 0.0%
Value $259K Shares 6,633 Est. Cost $29.83 Unrealized
SPB SPECTRUM BRANDS HOLDINGS INC 0.0%
Value $300K Shares 3,504 Est. Cost $81.63 Unrealized
PKB INVESCO EXCHANGE TRADED FD T 0.0%
Value $333K Shares 2,975 Est. Cost $78.78 Unrealized
TFPM TRIPLE FLAG PRECIOUS METAL 0.0%
Value $274K Shares 9,157 Est. Cost $26.02 Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 0.0%
Value $285K Shares 2,895 Est. Cost $86.80 Unrealized
XPEV XPENG INC 0.0%
Value $145K Shares 10,948 Est. Cost $20.33 Unrealized
RNG RINGCENTRAL INC 0.0%
Value $881K Shares 22,594 Est. Cost $31.82 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value $492K Shares 1,124 Est. Cost $262.39 Unrealized
KIM KIMCO REALTY CORP 0.0%
Value $351K Shares 13,839 Est. Cost $18.45 Unrealized
DES WISDOMTREE TR 0.0%
Value $341K Shares 8,379 Est. Cost $29.06 Unrealized
CCJ CAMECO CORP 0.0%
Value $615K Shares 6,034 Est. Cost $66.56 Unrealized
BARINGS GLOBAL SHORT DURATIO 0.1%
Value $1.524M Shares 108,068 Est. Cost $14.98 Unrealized
CG CARLYLE GROUP INC 0.0%
Value $269K Shares 6,391 Est. Cost $29.52 Unrealized
IRT INDEPENDENCE RLTY TR INC 0.0%
Value $336K Shares 20,157 Est. Cost $18.09 Unrealized
EBC EASTERN BANKSHARES INC 0.0%
Value $306K Shares 13,774 Est. Cost $15.35 Unrealized
PNR PENTAIR PLC 0.0%
Value $262K Shares 3,412 Est. Cost $76.36 Unrealized
TTEK TETRA TECH INC NEW 0.0%
Value $900K Shares 31,137 Est. Cost $36.90 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.1%
Value $1.398M Shares 20,238 Est. Cost $56.01 Unrealized
DGRW WISDOMTREE TR 0.0%
Value $410K Shares 4,284 Est. Cost $78.77 Unrealized
DON WISDOMTREE TR 0.0%
Value $523K Shares 9,259 Est. Cost $42.75 Unrealized
BN BROOKFIELD CORP 0.0%
Value $664K Shares 15,594 Est. Cost $33.33 Unrealized
HR HEALTHCARE RLTY TR 0.0%
Value $212K Shares 10,518 Est. Cost $15.55 Unrealized
FAB FIRST TR EXCHANGE-TRADED ALP 0.0%
Value $443K Shares 4,366 Est. Cost $79.72 Unrealized
NTWK NETSOL TECHNOLOGIES INC 0.0%
Value $116K Shares 25,000 Est. Cost $2.63 Unrealized
BWEN BROADWIND INC 0.0%
Value $48,300 Shares 10,000 Est. Cost $2.45 Unrealized
WBS WEBSTER FINL CORP 0.0%
Value $283K Shares 3,707 Est. Cost $46.13 Unrealized
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value $252K Shares 3,701 Est. Cost $56.59 Unrealized
GSOL GRAYSCALE SOLANA STAKING ETF 0.0%
Value $234K Shares 42,251 Est. Cost $9.10 Unrealized
COPY RBB FUND TRUST 0.0%
Value $399K Shares 27,099 Est. Cost $12.60 Unrealized
DBEF DBX ETF TR 0.0%
Value $258K Shares 4,726 Est. Cost $43.85 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.0%
Value $458K Shares 37,796 Est. Cost $12.21 Unrealized
MWA MUELLER WTR PRODS INC 0.0%
Value $373K Shares 14,436 Est. Cost $27.45 Unrealized
CWT CALIFORNIA WTR SVC GROUP 0.0%
Value $323K Shares 6,638 Est. Cost $53.68 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value $612K Shares 12,117 Est. Cost $49.15 Unrealized
VTR VENTAS INC 0.0%
Value $296K Shares 3,333 Est. Cost $74.98 Unrealized
FSM FORTUNA MNG CORP 0.0%
Value $115K Shares 13,579 Est. Cost $7.30 Unrealized
MUSA MURPHY USA INC 0.0%
Value $237K Shares 440 Est. Cost $412.78 Unrealized
BANK OF AMER CORP 0.0%
Value $394K Shares 314 Est. Cost $1198.99 Unrealized
NUVEEN NY DIVI ADV 0.0%
Value $437K Shares 37,257 Est. Cost $11.49 Unrealized
CC CHEMOURS CO 0.0%
Value $259K Shares 12,621 Est. Cost $14.28 Unrealized
IYH ISHARES TR 0.0%
Value $236K Shares 3,519 Est. Cost $58.75 Unrealized
CPER UNITED STS COMMODITY INDEX F 0.0%
Value $236K Shares 6,247 Est. Cost $34.43 Unrealized
FTI TECHNIPFMC PLC 0.0%
Value $476K Shares 7,186 Est. Cost $38.17 Unrealized
TRP TC ENERGY CORP 0.0%
Value $333K Shares 5,016 Est. Cost $41.37 Unrealized
NGG NATIONAL GRID PLC 0.0%
Value $869K Shares 10,485 Est. Cost $67.65 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value $647K Shares 12,736 Est. Cost $44.99 Unrealized
HURA TUHURA BIOSCIENCES INC 0.0%
Value $76,354 Shares 32,630 Est. Cost $2.13 Unrealized
ONC BEONE MEDICINES LTD 0.0%
Value $415K Shares 1,455 Est. Cost $287.72 Unrealized
EQIX EQUINIX INC 0.0%
Value $324K Shares 311 Est. Cost $827.95 Unrealized
NUVEEN MUN CR INCOME FD 0.0%
Value $374K Shares 29,509 Est. Cost $13.04 Unrealized
LH LABCORP HOLDINGS INC 0.0%
Value $346K Shares 1,235 Est. Cost $225.05 Unrealized
SETM SPROTT FDS TR 0.0%
Value $269K Shares 8,648 Est. Cost $25.15 Unrealized
FSCS FIRST TR EXCHANGE TRADED FD 0.0%
Value $379K Shares 10,307 Est. Cost $35.77 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value $1.296M Shares 22,271 Est. Cost $58.50 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value $412K Shares 4,255 Est. Cost $89.33 Unrealized
PAM PAMPA ENERGIA SA 0.0%
Value $205K Shares 2,500 Est. Cost $88.51 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 0.0%
Value $275K Shares 2,420 Est. Cost $88.31 Unrealized
TRX TRX GOLD CORPORATION 0.0%
Value $18,992 Shares 23,020 Est. Cost $0.36 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value $466K Shares 3,078 Est. Cost $212.95 Unrealized
RXST RXSIGHT INC 0.0%
Value $54,779 Shares 11,365 Est. Cost $10.03 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value $248K Shares 6,513 Est. Cost $33.61 Unrealized
STAG STAG INDUSTRIAL INC 0.0%
Value $249K Shares 6,533 Est. Cost $38.32 Unrealized
ECC EAGLE POINT CR CO 0.1%
Value $2.436M Shares 654,960 Est. Cost $9.19 Unrealized
AMBP ARDAGH METAL PACKAGING S A 0.0%
Value $96,450 Shares 20,348 Est. Cost $3.01 Unrealized
CI THE CIGNA GROUP 0.0%
Value $507K Shares 1,838 Est. Cost $317.75 Unrealized
GROY GOLD ROYALTY CORP 0.0%
Value $48,458 Shares 17,557 Est. Cost $1.75 Unrealized
PPH VANECK ETF TRUST 0.0%
Value $265K Shares 2,420 Est. Cost $103.16 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.1%
Value $2.472M Shares 30,462 Est. Cost $60.49 Unrealized
BTG B2GOLD CORP 0.0%
Value $61,598 Shares 16,470 Est. Cost $2.75 Unrealized
BLACKROCK MUNIHLDGS NJ QLTY 0.0%
Value $213K Shares 17,273 Est. Cost $11.56 Unrealized
JMSI J P MORGAN EXCHANGE TRADED F 0.0%
Value $543K Shares 10,758 Est. Cost $50.38 Unrealized
UGI UGI CORP NEW 0.0%
Value $223K Shares 6,454 Est. Cost $24.81 Unrealized
WYNN WYNN RESORTS LTD 0.0%
Value $260K Shares 2,674 Est. Cost $93.31 Unrealized
L LOEWS CORP 0.0%
Value $242K Shares 2,141 Est. Cost $82.15 Unrealized
HLN HALEON PLC 0.0%
Value $173K Shares 18,560 Est. Cost $8.52 Unrealized
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value $294K Shares 3,487 Est. Cost $78.64 Unrealized
SPDV ETF SER SOLUTIONS 0.0%
Value $321K Shares 8,328 Est. Cost $34.81 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value $224K Shares 1,088 Est. Cost $207.41 Unrealized
IDV ISHARES TR 0.0%
Value $580K Shares 13,995 Est. Cost $28.28 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.0%
Value $279K Shares 21,786 Est. Cost $13.25 Unrealized
BGC BGC GROUP INC 0.0%
Value $121K Shares 11,296 Est. Cost $7.30 Unrealized
AEE AMEREN CORP 0.0%
Value $326K Shares 2,886 Est. Cost $86.72 Unrealized
FBIO FORTRESS BIOTECH INC 0.0%
Value $112K Shares 36,501 Est. Cost $2.10 Unrealized
HANCOCK JOHN TAX-ADVANTAGED 0.0%
Value $336K Shares 13,195 Est. Cost $20.38 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value $992K Shares 8,499 Est. Cost $76.77 Unrealized
GABELLI UTIL TR 0.0%
Value $113K Shares 17,182 Est. Cost $5.53 Unrealized
MSIF MSC INCOME FUND INC 0.0%
Value $172K Shares 14,846 Est. Cost $13.25 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.0%
Value $462K Shares 9,581 Est. Cost $42.58 Unrealized
RIVERNORTH DOUBLELINE STRATE 0.0%
Value $1.065M Shares 137,960 Est. Cost $8.15 Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value $288K Shares 4,382 Est. Cost $62.61 Unrealized
GAMCO NAT RES GOLD & INCOME 0.0%
Value $328K Shares 40,234 Est. Cost $5.28 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.0%
Value $408K Shares 16,772 Est. Cost $23.89 Unrealized
ABRDN ASIA PACIFIC INCOME FU 0.0%
Value $544K Shares 37,013 Est. Cost $16.94 Unrealized
IPKW INVESCO EXCH TRADED FD TR II 0.0%
Value $928K Shares 16,476 Est. Cost $53.31 Unrealized
SONY SONY GROUP CORP 0.0%
Value $227K Shares 11,299 Est. Cost $27.49 Unrealized
USCI UNITED STS COMMODITY INDEX F 0.0%
Value $227K Shares 2,450 Est. Cost $66.08 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value $376K Shares 2,836 Est. Cost $93.85 Unrealized
SLQT SELECTQUOTE INC 0.0%
Value $25,031 Shares 29,760 Est. Cost $2.62 Unrealized
LCTX LINEAGE CELL THERAPEUTICS IN 0.0%
Value $28,823 Shares 22,002 Est. Cost $1.40 Unrealized
NUVEEN DYNAMIC MUN OPPORTUNI 0.0%
Value $413K Shares 39,666 Est. Cost $11.17 Unrealized
SELF GLOBAL SELF STORAGE INC 0.0%
Value $186K Shares 35,511 Est. Cost $5.13 Unrealized
PNQI INVESCO EXCHANGE TRADED FD T 0.0%
Value $278K Shares 6,096 Est. Cost $53.46 Unrealized
WESTERN AST INFL LKD OPP & I 0.0%
Value $709K Shares 84,345 Est. Cost $8.48 Unrealized
VOYA GLBL EQTY DIV & PREM OP 0.0%
Value $68,283 Shares 11,121 Est. Cost $5.42 Unrealized
SLDP SOLID POWER INC 0.0%
Value $29,785 Shares 11,500 Est. Cost $1.48 Unrealized
NRG NRG ENERGY INC 0.0%
Value $1.231M Shares 8,430 Est. Cost $71.72 Unrealized
BZUN BAOZUN INC 0.0%
Value $28,866 Shares 10,200 Est. Cost $2.30 Unrealized
AMX AMERICA MOVIL SAB DE CV 0.0%
Value $227K Shares 8,741 Est. Cost $21.00 Unrealized
TIPX SPDR SERIES TRUST 0.0%
Value $246K Shares 12,983 Est. Cost $19.08 Unrealized
GLDG GOLDMINING INC 0.0%
Value $14,059 Shares 15,500 Est. Cost $0.84 Unrealized
GOVI INVESCO EXCH TRADED FD TR II 0.0%
Value $709K Shares 26,127 Est. Cost $27.97 Unrealized
BRANDYWINEGBL GBL INCM OPP F 0.0%
Value $98,170 Shares 12,364 Est. Cost $8.36 Unrealized
FBRT FRANKLIN BSP RLTY TR INC 0.0%
Value $90,983 Shares 11,177 Est. Cost $10.69 Unrealized
ELPC COMPANHIA PARANAENSE DE ENER 0.0%
Value $151K Shares 12,948 Est. Cost $9.55 Unrealized
BRSP BRIGHTSPIRE CAPITAL INC 0.0%
Value $194K Shares 35,507 Est. Cost $6.84 Unrealized
ABUS ARBUTUS BIOPHARMA CORP 0.0%
Value $52,800 Shares 11,000 Est. Cost $2.59 Unrealized
HUMA HUMACYTE INC 0.0%
Value $13,963 Shares 17,892 Est. Cost $1.42 Unrealized
PIMCO INCOME STRATEGY FD 0.0%
Value $185K Shares 23,500 Est. Cost $8.59 Unrealized
CREDIT SUISSE HIGH YIELD CRE 0.0%
Value $40,281 Shares 22,630 Est. Cost $2.02 Unrealized
LVHI LEGG MASON ETF INVT 0.0%
Value $786K Shares 19,377 Est. Cost $32.87 Unrealized
FXA INVESCO CURRENCYSHARES AUSTR 0.0%
Value $517K Shares 7,543 Est. Cost $68.37 Unrealized
LQD ISHARES TR 0.0%
Value $291K Shares 2,666 Est. Cost $109.94 Unrealized
ALLSPRING INCOME OPPORTUNIT 0.0%
Value $456K Shares 70,081 Est. Cost $6.76 Unrealized
CRMLW CRITICAL METALS CORP 0.0%
Value $69,972 Shares 19,600 Est. Cost $3.48 Unrealized
SABA CAPITAL INCOME & OPRNT 0.0%
Value $68,164 Shares 10,375 Est. Cost $6.74 Unrealized
NUVEEN CORE PLUS IMPACT FUND 0.0%
Value $379K Shares 37,461 Est. Cost $10.43 Unrealized
BCPC BALCHEM CORP 0.0%
Value $507K Shares 3,000 Est. Cost $146.61 Unrealized
RVP RETRACTABLE TECHNOLOGIES INC 0.0%
Value $18,900 Shares 26,250 Est. Cost $0.93 Unrealized
ABRDN INCOME CREDIT STRATEGI 0.0%
Value $53,566 Shares 10,301 Est. Cost $5.10 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value $262K Shares 11,348 Est. Cost $23.24 Unrealized
WESTERN ASSET MUN HIGH INCOM 0.0%
Value $100K Shares 14,337 Est. Cost $7.23 Unrealized
IGIB ISHARES TR 0.0%
Value $379K Shares 7,132 Est. Cost $53.34 Unrealized
FIDI FIDELITY COVINGTON TRUST 0.0%
Value $202K Shares 7,394 Est. Cost $27.60 Unrealized
WWW WOLVERINE WORLD WIDE INC 0.0%
Value $177K Shares 10,737 Est. Cost $18.25 Unrealized
SNDL SNDL INC 0.0%
Value $27,000 Shares 20,000 Est. Cost $1.81 Unrealized
BNY MELLON HIGH YIELD STRATE 0.0%
Value $72,319 Shares 29,884 Est. Cost $2.43 Unrealized
MFS INTER INCOME TR 0.0%
Value $31,559 Shares 12,777 Est. Cost $2.72 Unrealized
WELLS FARGO & CO 0.0%
Value $289K Shares 250 Est. Cost $1219.35 Unrealized
WESTERN ASSET HIGH INCOM FD 0.0%
Value $87,381 Shares 22,066 Est. Cost $4.47 Unrealized
FGD FIRST TR EXCHANGE-TRADED FD 0.0%
Value $222K Shares 6,935 Est. Cost $30.27 Unrealized
PULS PGIM ETF TR 0.0%
Value $248K Shares 5,011 Est. Cost $49.50 Unrealized
ERTH INVESCO EXCHANGE TRADED FD T 0.0%
Value $270K Shares 5,708 Est. Cost $48.62 Unrealized
PSQH/WS PSQ HOLDINGS INC 0.0%
Value $736 Shares 18,359 Est. Cost $0.65 Unrealized
ORC ORCHID IS CAP INC 0.0%
Value $237K Shares 33,999 Est. Cost $7.02 Unrealized
JPLD J P MORGAN EXCHANGE TRADED F 0.0%
Value $277K Shares 5,303 Est. Cost $51.78 Unrealized