PFG Investments, LLC Diversified Active

CIK: 0001973224 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Jan 26, 2026

Total Value ($000): $2,122,564 (100.0% shares, 0.0% debt)

Holdings (1,150)

New Positions (126)

WTPI WISDOMTREE TR 0.1%
Value ($000) $1,799 Shares 54,492 Est. Cost $33.02 Unrealized
SMA SMARTSTOP SELF STORAG REIT I 0.1%
Value ($000) $1,792 Shares 57,931 Est. Cost $30.94 Unrealized
BARINGS GLOBAL SHORT DURATIO 0.1%
Value ($000) $1,591 Shares 105,968 Est. Cost $15.01 Unrealized
PRMB PRIMO BRANDS CORPORATION 0.1%
Value ($000) $1,169 Shares 71,523 Est. Cost $18.48 Unrealized 0.0%
FS SPECIALTY LENDING FD 0.1%
Value ($000) $1,133 Shares 80,146 Est. Cost $14.14 Unrealized
GSEW GOLDMAN SACHS ETF TR 0.0%
Value ($000) $1,046 Shares 12,291 Est. Cost $85.12 Unrealized
Q QNITY ELECTRONICS INC 0.0%
Value ($000) $831 Shares 10,178 Est. Cost $84.91 Unrealized 0.0%
UL UNILEVER PLC 0.0%
Value ($000) $744 Shares 11,375 Est. Cost $65.40 Unrealized
SIVR ABRDN SILVER ETF TRUST 0.0%
Value ($000) $639 Shares 9,441 Est. Cost $67.64 Unrealized
TSLY TIDAL TRUST II 0.0%
Value ($000) $636 Shares 16,954 Est. Cost $37.54 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $596 Shares 12,117 Est. Cost $49.15 Unrealized
IWMI NEOS ETF TRUST 0.0%
Value ($000) $581 Shares 11,926 Est. Cost $48.68 Unrealized
NVDY TIDAL TRUST II 0.0%
Value ($000) $562 Shares 38,472 Est. Cost $14.61 Unrealized
AKRE PROFESIONALLY MANAGED PORTFO 0.0%
Value ($000) $562 Shares 8,572 Est. Cost $65.51 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $547 Shares 11,758 Est. Cost $46.54 Unrealized
JMSI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $532 Shares 10,566 Est. Cost $50.38 Unrealized
OMAH TIDAL TRUST III 0.0%
Value ($000) $517 Shares 27,572 Est. Cost $18.74 Unrealized
BPRE BLUEROCK PVT REAL ESTATE FD 0.0%
Value ($000) $458 Shares 30,558 Est. Cost $15.00 Unrealized
SPRX LISTED FDS TR 0.0%
Value ($000) $422 Shares 10,960 Est. Cost $38.50 Unrealized
ASTS AST SPACEMOBILE INC 0.0%
Value ($000) $421 Shares 5,793 Est. Cost $71.36 Unrealized 0.0%
FTQI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $411 Shares 19,764 Est. Cost $20.82 Unrealized
PWR QUANTA SVCS INC 0.0%
Value ($000) $398 Shares 942 Est. Cost $439.27 Unrealized 0.0%
GSOL GRAYSCALE SOLANA TR ETF 0.0%
Value ($000) $387 Shares 42,531 Est. Cost $9.10 Unrealized
FSCS FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $369 Shares 10,307 Est. Cost $35.77 Unrealized
MP MP MATERIALS CORP 0.0%
Value ($000) $357 Shares 7,067 Est. Cost $63.41 Unrealized 0.0%
SPYT TIDAL TRUST II 0.0%
Value ($000) $350 Shares 20,014 Est. Cost $17.49 Unrealized
TER TERADYNE INC 0.0%
Value ($000) $343 Shares 1,770 Est. Cost $171.50 Unrealized 0.0%
AVEM AMERICAN CENTY ETF TR 0.0%
Value ($000) $342 Shares 4,439 Est. Cost $77.03 Unrealized
QDVO AMPLIFY ETF TR 0.0%
Value ($000) $340 Shares 11,731 Est. Cost $29.02 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $319 Shares 14,311 Est. Cost $21.11 Unrealized 0.0%
NXG NEXTGEN INFRASTR INCM FD 0.0%
Value ($000) $316 Shares 6,262 Est. Cost $50.50 Unrealized
ZION ZIONS BANCORPORATION N A 0.0%
Value ($000) $308 Shares 5,258 Est. Cost $54.46 Unrealized 0.0%
BITW BITWISE 10 CRYPTO INDEX ETF 0.0%
Value ($000) $307 Shares 5,226 Est. Cost $58.76 Unrealized
FTDS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $305 Shares 5,400 Est. Cost $56.49 Unrealized
ANGL VANECK ETF TRUST 0.0%
Value ($000) $298 Shares 10,163 Est. Cost $29.36 Unrealized
FNY FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $292 Shares 3,205 Est. Cost $91.19 Unrealized
SPH SUBURBAN PROPANE PARTNERS L 0.0%
Value ($000) $291 Shares 15,711 Est. Cost $18.54 Unrealized
AMZY TIDAL TRUST II 0.0%
Value ($000) $286 Shares 21,568 Est. Cost $13.28 Unrealized
PAM PAMPA ENERGIA S A 0.0%
Value ($000) $283 Shares 3,200 Est. Cost $88.51 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $281 Shares 2,120 Est. Cost $132.39 Unrealized
CVIE MORGAN STANLEY ETF TRUST 0.0%
Value ($000) $273 Shares 3,830 Est. Cost $71.31 Unrealized
VITL VITAL FARMS INC 0.0%
Value ($000) $270 Shares 8,445 Est. Cost $35.19 Unrealized 0.0%
IREN IREN LIMITED 0.0%
Value ($000) $268 Shares 7,096 Est. Cost $51.59 Unrealized 0.0%
NVBU AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $267 Shares 9,210 Est. Cost $28.95 Unrealized
BIDU BAIDU INC 0.0%
Value ($000) $267 Shares 2,040 Est. Cost $130.66 Unrealized
INVESCO MUNICIPAL TRUST 0.0%
Value ($000) $265 Shares 27,500 Est. Cost $9.65 Unrealized
CBC CENTRAL BANCOMPANY 0.0%
Value ($000) $264 Shares 10,950 Est. Cost $23.43 Unrealized 0.0%
AMCOR PLC 0.0%
Value ($000) $262 Shares 31,471 Est. Cost $8.25 Unrealized 0.0%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $260 Shares 1,900 Est. Cost $130.74 Unrealized 0.0%
DASH DOORDASH INC 0.0%
Value ($000) $260 Shares 1,146 Est. Cost $234.56 Unrealized 0.0%
VTR VENTAS INC 0.0%
Value ($000) $259 Shares 3,348 Est. Cost $74.98 Unrealized 0.0%
KWEB KRANESHARES TRUST 0.0%
Value ($000) $259 Shares 7,606 Est. Cost $34.05 Unrealized
CALAMOS CONV OPPORTUNITIES & 0.0%
Value ($000) $258 Shares 24,624 Est. Cost $10.48 Unrealized
TTE TOTALENERGIES SE 0.0%
Value ($000) $258 Shares 3,943 Est. Cost $63.23 Unrealized 0.0%
BIP BROOKFIELD INFRAST PARTNERS 0.0%
Value ($000) $256 Shares 7,375 Est. Cost $34.74 Unrealized
SPYD SPDR SERIES TRUST 0.0%
Value ($000) $256 Shares 5,917 Est. Cost $43.25 Unrealized
TCAF T ROWE PRICE ETF INC 0.0%
Value ($000) $255 Shares 6,674 Est. Cost $38.22 Unrealized
VST VISTRA CORP 0.0%
Value ($000) $255 Shares 1,578 Est. Cost $181.92 Unrealized 0.0%
TGTX TG THERAPEUTICS INC 0.0%
Value ($000) $254 Shares 8,519 Est. Cost $32.66 Unrealized 0.0%
PPH VANECK ETF TRUST 0.0%
Value ($000) $249 Shares 2,414 Est. Cost $103.16 Unrealized
TIPX SPDR SERIES TRUST 0.0%
Value ($000) $249 Shares 13,035 Est. Cost $19.08 Unrealized
QGRO AMERICAN CENTY ETF TR 0.0%
Value ($000) $249 Shares 2,171 Est. Cost $114.51 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $246 Shares 4,110 Est. Cost $59.93 Unrealized
STM STMICROELECTRONICS N V 0.0%
Value ($000) $245 Shares 9,462 Est. Cost $25.94 Unrealized
NYF ISHARES TR 0.0%
Value ($000) $240 Shares 4,481 Est. Cost $53.51 Unrealized
TFLO ISHARES TR 0.0%
Value ($000) $236 Shares 4,678 Est. Cost $50.45 Unrealized
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $235 Shares 971 Est. Cost $314.38 Unrealized 0.0%
BRAEMAR HOTELS & RESORTS INC 0.0%
Value ($000) $225 Shares 15,165 Est. Cost $14.81 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $224 Shares 1,303 Est. Cost $151.55 Unrealized 0.0%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $223 Shares 2,372 Est. Cost $84.44 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $222 Shares 2,661 Est. Cost $76.31 Unrealized 0.0%
DMXF ISHARES TR 0.0%
Value ($000) $219 Shares 2,909 Est. Cost $75.17 Unrealized
VRDN VIRIDIAN THERAPEUTICS INC 0.0%
Value ($000) $216 Shares 6,952 Est. Cost $27.43 Unrealized 0.0%
ETH GRAYSCALE ETHEREUM MINI TR E 0.0%
Value ($000) $216 Shares 7,685 Est. Cost $28.06 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $215 Shares 3,382 Est. Cost $61.35 Unrealized 0.0%
REMX VANECK ETF TRUST 0.0%
Value ($000) $215 Shares 2,914 Est. Cost $73.92 Unrealized
VICR VICOR CORP 0.0%
Value ($000) $214 Shares 1,950 Est. Cost $85.01 Unrealized 0.0%
IEX IDEX CORP 0.0%
Value ($000) $213 Shares 1,197 Est. Cost $170.79 Unrealized 0.0%
ABRDN GLOBAL INFRA INCOME FU 0.0%
Value ($000) $212 Shares 9,473 Est. Cost $22.36 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $211 Shares 2,019 Est. Cost $96.82 Unrealized 0.0%
FGD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $210 Shares 6,935 Est. Cost $30.27 Unrealized
UNFI UNITED NAT FOODS INC 0.0%
Value ($000) $210 Shares 6,229 Est. Cost $37.18 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $207 Shares 1,562 Est. Cost $111.51 Unrealized 0.0%
IGPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $207 Shares 3,473 Est. Cost $59.47 Unrealized
PSCT INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $204 Shares 3,612 Est. Cost $56.61 Unrealized
JOBY JOBY AVIATION INC 0.0%
Value ($000) $203 Shares 15,411 Est. Cost $15.35 Unrealized 0.0%
YMAX TIDAL TRUST II 0.0%
Value ($000) $203 Shares 20,317 Est. Cost $9.98 Unrealized
WRBY WARBY PARKER INC 0.0%
Value ($000) $201 Shares 9,235 Est. Cost $21.76 Unrealized 0.0%
COR CENCORA INC 0.0%
Value ($000) $201 Shares 594 Est. Cost $340.62 Unrealized 0.0%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $200 Shares 6,142 Est. Cost $32.62 Unrealized
CDE COEUR MNG INC 0.0%
Value ($000) $184 Shares 10,327 Est. Cost $17.39 Unrealized 0.0%
BTQ BTQ TECHNOLOGIES CORP 0.0%
Value ($000) $182 Shares 35,500 Est. Cost $7.59 Unrealized 0.0%
OTF BLUE OWL TECHNOLOGY FIN CORP 0.0%
Value ($000) $170 Shares 11,682 Est. Cost $13.66 Unrealized 0.0%
MSIF MSC INCOME FUND INC 0.0%
Value ($000) $169 Shares 12,863 Est. Cost $13.28 Unrealized 0.0%
BACQ INFLECTION POINT ACQUISITION 0.0%
Value ($000) $161 Shares 15,000 Est. Cost $10.87 Unrealized 0.0%
SMR NUSCALE PWR CORP 0.0%
Value ($000) $160 Shares 11,317 Est. Cost $28.60 Unrealized 0.0%
LOVE LOVESAC COMPANY 0.0%
Value ($000) $156 Shares 10,550 Est. Cost $14.13 Unrealized 0.0%
ABRDN NATL MUN INCOME FD 0.0%
Value ($000) $154 Shares 15,000 Est. Cost $10.27 Unrealized
ALLIANCEBERNSTEIN NATL MUN I 0.0%
Value ($000) $152 Shares 14,043 Est. Cost $10.82 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $151 Shares 13,438 Est. Cost $11.24 Unrealized
DDD 3-D SYS CORP DEL 0.0%
Value ($000) $147 Shares 83,185 Est. Cost $2.43 Unrealized 0.0%
BULL WEBULL CORP 0.0%
Value ($000) $132 Shares 17,050 Est. Cost $10.06 Unrealized 0.0%
IEP ICAHN ENTERPRISES LP 0.0%
Value ($000) $132 Shares 17,526 Est. Cost $7.55 Unrealized
WESTERN AST INFL LKD OPP & I 0.0%
Value ($000) $132 Shares 15,339 Est. Cost $8.59 Unrealized
TLRY TILRAY BRANDS INC 0.0%
Value ($000) $127 Shares 14,076 Est. Cost $12.20 Unrealized 0.0%
ELPC COMPANHIA PARANAENSE DE ENER 0.0%
Value ($000) $121 Shares 12,714 Est. Cost $9.51 Unrealized
RXST RXSIGHT INC 0.0%
Value ($000) $118 Shares 11,365 Est. Cost $10.03 Unrealized 0.0%
SNAP SNAP INC 0.0%
Value ($000) $108 Shares 13,356 Est. Cost $7.91 Unrealized 0.0%
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $102 Shares 10,793 Est. Cost $9.48 Unrealized
NEUBERGER MUN FD INC 0.0%
Value ($000) $101 Shares 10,000 Est. Cost $10.12 Unrealized
LAC LITHIUM AMERS CORP NEW 0.0%
Value ($000) $90 Shares 20,559 Est. Cost $5.77 Unrealized 0.0%
AREC AMERICAN RES CORP 0.0%
Value ($000) $88 Shares 35,384 Est. Cost $3.33 Unrealized 0.0%
JRVR JAMES RIV GROUP HOLDINGS INC 0.0%
Value ($000) $71 Shares 11,175 Est. Cost $6.36 Unrealized
IDN INTELLICHECK INC 0.0%
Value ($000) $70 Shares 10,500 Est. Cost $5.64 Unrealized 0.0%
RFIL RF INDS LTD 0.0%
Value ($000) $64 Shares 11,002 Est. Cost $6.92 Unrealized 0.0%
UGP ULTRAPAR PARTICIPACOES SA 0.0%
Value ($000) $61 Shares 16,300 Est. Cost $3.77 Unrealized
DOMH DOMINARI HOLDINGS INC 0.0%
Value ($000) $53 Shares 10,620 Est. Cost $4.65 Unrealized 0.0%
APPS DIGITAL TURBINE INC 0.0%
Value ($000) $50 Shares 10,032 Est. Cost $5.66 Unrealized 0.0%
CBRE GBL REAL ESTATE INC FD 0.0%
Value ($000) $44 Shares 10,114 Est. Cost $4.38 Unrealized
IBIO IBIO INC 0.0%
Value ($000) $41 Shares 21,500 Est. Cost $1.36 Unrealized 0.0%
RZLT REZOLUTE INC 0.0%
Value ($000) $35 Shares 15,000 Est. Cost $7.84 Unrealized 0.0%
PLG PLATINUM GROUP METALS LTD 0.0%
Value ($000) $29 Shares 12,276 Est. Cost $2.41 Unrealized 0.0%
DGXX DIGI PWR X INC 0.0%
Value ($000) $26 Shares 10,000 Est. Cost $3.75 Unrealized 0.0%
ABTC AMERICAN BITCOIN CORP. 0.0%
Value ($000) $21 Shares 12,101 Est. Cost $4.17 Unrealized 0.0%
XTIA XTI AEROSPACE INC 0.0%
Value ($000) $20 Shares 16,000 Est. Cost $1.47 Unrealized 0.0%
HUMA HUMACYTE INC 0.0%
Value ($000) $17 Shares 17,842 Est. Cost $1.42 Unrealized 0.0%

Increased Positions (453)

JPST J P MORGAN EXCHANGE TRADED F 2.2%
Value ($000) $47,575 (+1233.0%) Shares 940,405 (+1236.7%) Est. Cost $50.58 Unrealized
CORNERSTONE STRATEGIC INVEST 1.2%
Value ($000) $25,062 (+7657.1%) Shares 2,997,808 (+7582.9%) Est. Cost $8.35 Unrealized
XLK SELECT SECTOR SPDR TR 1.2%
Value ($000) $24,564 (+257.6%) Shares 170,618 (+600.1%) Est. Cost $154.19 Unrealized
AAPL APPLE INC 6.8%
Value ($000) $144,517 (+9.8%) Shares 531,586 (+2.8%) Est. Cost $170.63 Unrealized +57.3%
GOOGL ALPHABET INC 1.3%
Value ($000) $27,240 (+50.7%) Shares 87,030 (+17.0%) Est. Cost $145.97 Unrealized +95.7%
GOOG ALPHABET INC 1.0%
Value ($000) $20,763 (+37.1%) Shares 66,165 (+6.4%) Est. Cost $140.05 Unrealized +104.5%
SPY SPDR S&P 500 ETF TR 1.4%
Value ($000) $30,646 (+20.5%) Shares 44,941 (+17.7%) Est. Cost $513.11 Unrealized
NUDM NUSHARES ETF TR 0.4%
Value ($000) $9,083 (+128.6%) Shares 250,845 (+137.5%) Est. Cost $34.05 Unrealized
AMZN AMAZON COM INC 1.9%
Value ($000) $39,799 (+14.3%) Shares 172,424 (+8.7%) Est. Cost $150.59 Unrealized +51.9%
GRNB VANECK ETF TRUST 0.8%
Value ($000) $17,941 (+36.3%) Shares 737,234 (+36.8%) Est. Cost $24.10 Unrealized
QQQ INVESCO QQQ TR 1.1%
Value ($000) $22,996 (+19.8%) Shares 37,435 (+16.7%) Est. Cost $437.05 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $4,529 (+500.5%) Shares 6 (+500.0%) Est. Cost $732287.90 Unrealized +1.9%
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $3,985 (+992.1%) Shares 33,371 (+2091.1%) Est. Cost $122.68 Unrealized
GLD SPDR GOLD TR 0.7%
Value ($000) $13,962 (+26.7%) Shares 35,230 (+13.6%) Est. Cost $240.05 Unrealized
ORCL ORACLE CORP 0.4%
Value ($000) $8,225 (-25.7%) Shares 42,198 (+7.2%) Est. Cost $123.02 Unrealized +93.5%
MSFT MICROSOFT CORP 2.9%
Value ($000) $62,012 (-4.2%) Shares 128,224 (+2.6%) Est. Cost $360.90 Unrealized +38.7%
WMT WALMART INC 0.6%
Value ($000) $12,396 (+24.5%) Shares 111,269 (+15.2%) Est. Cost $61.82 Unrealized +73.4%
LAND GLADSTONE LD CORP 0.1%
Value ($000) $2,704 (+611.0%) Shares 295,533 (+611.8%) Est. Cost $9.94 Unrealized
PIMCO DYNAMIC INCOME FD 1.2%
Value ($000) $25,713 (-8.2%) Shares 1,451,877 (+2.6%) Est. Cost $19.30 Unrealized
AIQ GLOBAL X FDS 0.2%
Value ($000) $4,179 (+92.9%) Shares 82,163 (+87.3%) Est. Cost $47.07 Unrealized
SLV ISHARES SILVER TR 0.2%
Value ($000) $3,941 (+100.0%) Shares 61,184 (+31.6%) Est. Cost $36.96 Unrealized
VGT VANGUARD WORLD FD 0.2%
Value ($000) $4,237 (+82.3%) Shares 5,621 (+80.6%) Est. Cost $632.56 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $11,979 (+18.6%) Shares 23,831 (+18.6%) Est. Cost $400.55 Unrealized +24.2%
CAT CATERPILLAR INC 0.2%
Value ($000) $4,984 (+56.6%) Shares 8,700 (+30.5%) Est. Cost $381.24 Unrealized +45.7%
ICLN ISHARES TR 0.2%
Value ($000) $3,897 (+80.7%) Shares 237,192 (+70.3%) Est. Cost $14.07 Unrealized
VGSR MANAGER DIRECTED PORTFOLIOS 0.4%
Value ($000) $9,479 (+17.8%) Shares 911,440 (+20.7%) Est. Cost $10.03 Unrealized
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $6,077 (+28.9%) Shares 61,271 (+8.6%) Est. Cost $120.80 Unrealized -23.2%
ITOT ISHARES TR 0.5%
Value ($000) $10,014 (+14.4%) Shares 67,347 (+12.1%) Est. Cost $124.75 Unrealized
BITO PROSHARES TR 0.1%
Value ($000) $2,714 (+86.7%) Shares 223,221 (+202.1%) Est. Cost $15.78 Unrealized
ZIM ZIM INTEGRATED SHIPPING SERV 0.1%
Value ($000) $1,694 (+264.7%) Shares 79,791 (+132.8%) Est. Cost $18.10 Unrealized -7.3%
SGOV ISHARES TR 0.3%
Value ($000) $5,716 (+25.5%) Shares 56,947 (+25.9%) Est. Cost $100.64 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $5,899 (+23.0%) Shares 159,854 (+11.9%) Est. Cost $38.63 Unrealized -2.3%
HD HOME DEPOT INC 0.4%
Value ($000) $7,536 (-12.8%) Shares 21,900 (+2.7%) Est. Cost $330.56 Unrealized +10.3%
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $2,674 (+69.4%) Shares 92,796 (+14.8%) Est. Cost $11.56 Unrealized +102.1%
DBA INVESCO DB MULTI-SECTOR COMM 0.1%
Value ($000) $1,536 (+236.6%) Shares 60,175 (+253.0%) Est. Cost $24.76 Unrealized
IEFA ISHARES TR 0.3%
Value ($000) $5,357 (+24.0%) Shares 59,886 (+21.0%) Est. Cost $78.95 Unrealized
QYLD GLOBAL X FDS 0.3%
Value ($000) $5,432 (+22.6%) Shares 307,387 (+18.0%) Est. Cost $17.32 Unrealized
ISPY PROSHARES TR 0.3%
Value ($000) $6,339 (+17.4%) Shares 138,930 (+16.1%) Est. Cost $43.79 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $8,277 (+12.7%) Shares 36,224 (+14.2%) Est. Cost $160.79 Unrealized +41.5%
GRID FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $7,396 (+14.4%) Shares 48,334 (+13.0%) Est. Cost $111.74 Unrealized
RGTI RIGETTI COMPUTING INC 0.1%
Value ($000) $1,232 (+284.7%) Shares 55,615 (+417.3%) Est. Cost $28.44 Unrealized +14.6%
GPIQ GOLDMAN SACHS ETF TR 0.1%
Value ($000) $1,664 (+120.1%) Shares 31,474 (+118.4%) Est. Cost $51.74 Unrealized
ABR ARBOR REALTY TRUST INC 0.1%
Value ($000) $1,593 (-35.5%) Shares 205,339 (+1.6%) Est. Cost $13.29 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $1,774 (+94.5%) Shares 7,321 (+70.7%) Est. Cost $192.09 Unrealized +15.7%
C CITIGROUP INC 0.2%
Value ($000) $3,337 (+33.6%) Shares 28,597 (+16.2%) Est. Cost $60.47 Unrealized +71.4%
CRWV COREWEAVE INC 0.1%
Value ($000) $2,773 (-23.0%) Shares 38,724 (+47.1%) Est. Cost $108.60 Unrealized -6.6%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $1,835 (+82.0%) Shares 2,088 (+57.0%) Est. Cost $555.71 Unrealized +47.2%
PSLV SPROTT ASSET MANAGEMENT LP 0.1%
Value ($000) $2,199 (+58.9%) Shares 92,982 (+5.5%) Est. Cost $9.89 Unrealized
BA BOEING CO 0.3%
Value ($000) $5,470 (+16.3%) Shares 25,191 (+15.7%) Est. Cost $199.16 Unrealized +3.3%
CMI CUMMINS INC 0.1%
Value ($000) $1,796 (+71.3%) Shares 3,518 (+41.8%) Est. Cost $314.78 Unrealized +48.1%
ASPI ASP ISOTOPES INC 0.0%
Value ($000) $973 (+324.8%) Shares 181,800 (+663.9%) Est. Cost $7.62 Unrealized +4.4%
BAC BANK AMERICA CORP 0.4%
Value ($000) $9,089 (+8.8%) Shares 165,250 (+2.0%) Est. Cost $32.46 Unrealized +62.2%
IAU ISHARES GOLD TR 0.1%
Value ($000) $2,653 (+38.1%) Shares 32,685 (+23.8%) Est. Cost $51.22 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $1,640 (+78.8%) Shares 6,005 (+77.0%) Est. Cost $247.03 Unrealized +9.6%
NBIS NEBIUS GROUP N.V. 0.1%
Value ($000) $2,973 (+32.1%) Shares 35,519 (+77.2%) Est. Cost $73.60 Unrealized +40.8%
RIVERNORTH DOUBLELINE STRATE 0.1%
Value ($000) $1,085 (+196.7%) Shares 136,424 (+218.4%) Est. Cost $8.16 Unrealized
NFLX NETFLIX INC 0.4%
Value ($000) $7,764 (-8.3%) Shares 82,807 (+1072.7%) Est. Cost $103.73 Unrealized +3.9%
MINT PIMCO ETF TR 0.1%
Value ($000) $1,523 (+84.8%) Shares 15,176 (+85.4%) Est. Cost $100.15 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $5,155 (+14.3%) Shares 20,382 (+11.7%) Est. Cost $225.52 Unrealized
QQQI NEOS ETF TRUST 0.2%
Value ($000) $3,974 (+18.3%) Shares 73,781 (+19.0%) Est. Cost $50.95 Unrealized
CAVA CAVA GROUP INC 0.1%
Value ($000) $1,359 (+80.7%) Shares 23,160 (+85.9%) Est. Cost $74.06 Unrealized -24.7%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $2,879 (+26.1%) Shares 7,782 (+13.2%) Est. Cost $227.50 Unrealized +56.9%
PFE PFIZER INC 0.4%
Value ($000) $7,738 (+8.2%) Shares 310,770 (+10.8%) Est. Cost $26.64 Unrealized -6.0%
NET CLOUDFLARE INC 0.0%
Value ($000) $786 (+289.3%) Shares 3,987 (+323.7%) Est. Cost $195.87 Unrealized +8.0%
CHGX EA SERIES TRUST 0.5%
Value ($000) $11,539 (+5.2%) Shares 424,416 (+5.7%) Est. Cost $26.13 Unrealized
ECC EAGLE POINT CREDIT COMPANY I 0.2%
Value ($000) $4,835 (-10.5%) Shares 839,463 (+2.8%) Est. Cost $9.19 Unrealized
RGLD ROYAL GOLD INC 0.1%
Value ($000) $1,846 (+41.8%) Shares 8,303 (+27.9%) Est. Cost $135.26 Unrealized +46.7%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $3,333 (+19.3%) Shares 28,900 (+16.4%) Est. Cost $81.73 Unrealized +44.0%
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $10,048 (+5.7%) Shares 16,022 (+3.2%) Est. Cost $510.67 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.1%
Value ($000) $2,477 (+27.6%) Shares 110,761 (+15.3%) Est. Cost $19.75 Unrealized
GPIX GOLDMAN SACHS ETF TR 0.0%
Value ($000) $840 (+168.1%) Shares 15,912 (+165.2%) Est. Cost $52.58 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OV 0.0%
Value ($000) $739 (+243.2%) Shares 25,925 (+230.4%) Est. Cost $28.20 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,583 (+48.9%) Shares 2,732 (+24.6%) Est. Cost $553.22 Unrealized +2.2%
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $2,196 (-18.8%) Shares 3,866 (+2.6%) Est. Cost $262.68 Unrealized +136.2%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $1,878 (+35.1%) Shares 25,352 (+35.6%) Est. Cost $73.79 Unrealized
MSTX TIDAL TRUST II 0.0%
Value ($000) $154 (-76.0%) Shares 40,000 (+33.3%) Est. Cost $19.37 Unrealized
DKL DELEK LOGISTICS PARTNERS LP 0.1%
Value ($000) $1,501 (+47.8%) Shares 33,650 (+50.9%) Est. Cost $43.81 Unrealized
MPLX MPLX LP 0.1%
Value ($000) $2,471 (+24.4%) Shares 46,308 (+16.4%) Est. Cost $45.64 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $3,972 (+12.8%) Shares 23,220 (+9.7%) Est. Cost $141.94 Unrealized +20.3%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $1,464 (+43.6%) Shares 18,570 (+43.8%) Est. Cost $77.84 Unrealized
SILA SILA REALTY TRUST INC 0.1%
Value ($000) $1,492 (+41.5%) Shares 64,017 (+52.4%) Est. Cost $22.08 Unrealized
XBI SPDR SERIES TRUST 0.1%
Value ($000) $1,756 (+33.2%) Shares 14,404 (+9.4%) Est. Cost $93.15 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $3,781 (+12.3%) Shares 50,384 (+9.7%) Est. Cost $71.59 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $3,873 (+11.6%) Shares 4,406 (+1.1%) Est. Cost $389.40 Unrealized +108.9%
GEV GE VERNOVA INC 0.2%
Value ($000) $4,712 (+8.9%) Shares 7,209 (+2.5%) Est. Cost $228.54 Unrealized +166.5%
PIMCO CORPORATE & INCOME OPP 0.4%
Value ($000) $8,138 (-4.5%) Shares 630,874 (+6.9%) Est. Cost $14.73 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $2,373 (+19.0%) Shares 35,305 (+16.7%) Est. Cost $58.00 Unrealized
APLD APPLIED DIGITAL CORP 0.1%
Value ($000) $1,742 (+27.0%) Shares 71,060 (+18.8%) Est. Cost $12.95 Unrealized +122.5%
ASML ASML HOLDING N V 0.1%
Value ($000) $3,085 (+12.9%) Shares 2,884 (+2.2%) Est. Cost $838.07 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $1,102 (+45.1%) Shares 21,666 (+58.2%) Est. Cost $89.29 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $2,263 (+17.8%) Shares 17,730 (+5.7%) Est. Cost $112.95 Unrealized +9.7%
DHR DANAHER CORPORATION 0.1%
Value ($000) $1,409 (+31.9%) Shares 6,156 (+14.3%) Est. Cost $233.42 Unrealized -5.9%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $957 (+54.9%) Shares 95,804 (+55.2%) Est. Cost $9.49 Unrealized
IRM IRON MTN INC DEL 0.1%
Value ($000) $2,099 (-13.9%) Shares 25,306 (+5.8%) Est. Cost $58.72 Unrealized +58.0%
F FORD MTR CO 0.1%
Value ($000) $2,767 (+13.8%) Shares 210,911 (+3.8%) Est. Cost $10.15 Unrealized +26.4%
BLACKROCK CAP ALLOCATION TER 0.1%
Value ($000) $1,073 (+43.0%) Shares 75,757 (+49.3%) Est. Cost $14.58 Unrealized
ARM ARM HOLDINGS PLC 0.1%
Value ($000) $1,371 (-18.7%) Shares 12,541 (+5.2%) Est. Cost $121.25 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $4,329 (+7.8%) Shares 74,492 (+6.7%) Est. Cost $54.17 Unrealized
ESGV VANGUARD WORLD FD 0.2%
Value ($000) $4,463 (+7.4%) Shares 36,896 (+5.2%) Est. Cost $101.07 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,682 (+22.3%) Shares 20,080 (+22.9%) Est. Cost $81.29 Unrealized
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $2,705 (+12.7%) Shares 16,697 (+5.0%) Est. Cost $115.41 Unrealized +50.4%
MBB ISHARES TR 0.1%
Value ($000) $1,169 (+35.3%) Shares 12,282 (+35.2%) Est. Cost $95.17 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $1,115 (+36.6%) Shares 6,511 (+6.8%) Est. Cost $80.11 Unrealized +93.9%
TLH ISHARES TR 0.1%
Value ($000) $1,688 (+21.2%) Shares 16,608 (+22.8%) Est. Cost $104.02 Unrealized
FV FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $8,083 (+3.7%) Shares 128,460 (+2.1%) Est. Cost $50.50 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1,508 (+23.7%) Shares 12,282 (+11.9%) Est. Cost $77.86 Unrealized +55.3%
SIL GLOBAL X FDS 0.1%
Value ($000) $1,236 (+30.5%) Shares 14,794 (+11.9%) Est. Cost $42.03 Unrealized
TJX TJX COS INC NEW 0.2%
Value ($000) $3,211 (+9.9%) Shares 20,903 (+3.4%) Est. Cost $84.67 Unrealized +74.4%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $1,959 (+17.3%) Shares 21,018 (+5.5%) Est. Cost $51.84 Unrealized +67.1%
EMR EMERSON ELEC CO 0.1%
Value ($000) $2,552 (+12.6%) Shares 19,230 (+11.2%) Est. Cost $99.93 Unrealized +32.5%
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $1,713 (+19.9%) Shares 23,975 (+27.6%) Est. Cost $61.07 Unrealized
TLTW ISHARES TR 0.1%
Value ($000) $1,617 (+21.3%) Shares 71,348 (+25.1%) Est. Cost $23.61 Unrealized
ITA ISHARES TR 0.1%
Value ($000) $2,096 (+15.5%) Shares 9,765 (+12.6%) Est. Cost $146.51 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,254 (+28.7%) Shares 8,086 (+28.0%) Est. Cost $137.77 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $2,730 (+11.3%) Shares 11,091 (+9.4%) Est. Cost $207.74 Unrealized
AUPH AURINIA PHARMACEUTICALS INC 0.0%
Value ($000) $549 (+101.3%) Shares 34,440 (+39.4%) Est. Cost $9.64 Unrealized +47.1%
COWG PACER FDS TR 0.1%
Value ($000) $1,228 (+29.0%) Shares 34,862 (+33.0%) Est. Cost $35.28 Unrealized
BBDC BARINGS BDC INC 0.0%
Value ($000) $419 (+177.1%) Shares 45,629 (+164.4%) Est. Cost $8.34 Unrealized +4.1%
IPKW INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1,043 (+34.4%) Shares 18,775 (+27.4%) Est. Cost $53.31 Unrealized
BAB INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,987 (+15.4%) Shares 73,054 (+15.8%) Est. Cost $26.95 Unrealized
DE DEERE & CO 0.1%
Value ($000) $2,735 (+10.7%) Shares 5,875 (+8.8%) Est. Cost $396.72 Unrealized +17.9%
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value ($000) $675 (+63.8%) Shares 17,533 (+62.7%) Est. Cost $38.94 Unrealized
PFFA ETFIS SER TR I 0.0%
Value ($000) $815 (+47.1%) Shares 37,811 (+48.2%) Est. Cost $21.57 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $2,485 (+11.6%) Shares 138,341 (+6.1%) Est. Cost $17.55 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $8,075 (-3.1%) Shares 56,350 (+3.9%) Est. Cost $145.04 Unrealized +1.5%
SNOW SNOWFLAKE INC 0.1%
Value ($000) $1,238 (+26.2%) Shares 5,645 (+29.8%) Est. Cost $191.99 Unrealized +27.1%
TRFK PACER FDS TR 0.0%
Value ($000) $528 (+94.3%) Shares 8,243 (+102.9%) Est. Cost $65.47 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $737 (+52.8%) Shares 10,318 (+45.1%) Est. Cost $68.94 Unrealized
ESGU ISHARES TR 0.1%
Value ($000) $3,146 (+8.3%) Shares 21,118 (+5.9%) Est. Cost $109.49 Unrealized
RKLB ROCKET LAB CORP 0.0%
Value ($000) $706 (+51.5%) Shares 10,117 (+4.1%) Est. Cost $25.76 Unrealized +122.5%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,441 (+10.9%) Shares 44,571 (+9.1%) Est. Cost $42.81 Unrealized
BBAI BIGBEAR AI HLDGS INC 0.1%
Value ($000) $1,829 (+14.8%) Shares 338,700 (+38.6%) Est. Cost $6.44 Unrealized +1.5%
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $5,188 (+4.7%) Shares 189,143 (+4.2%) Est. Cost $34.48 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $4,445 (-5.0%) Shares 77,098 (+8.8%) Est. Cost $40.39 Unrealized +47.0%
CAIE CALAMOS ETF TR 0.0%
Value ($000) $1,008 (+29.5%) Shares 37,699 (+33.1%) Est. Cost $27.29 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $3,302 (+7.3%) Shares 17,291 (+4.8%) Est. Cost $164.87 Unrealized
NKE NIKE INC 0.0%
Value ($000) $784 (+40.0%) Shares 12,304 (+53.3%) Est. Cost $78.06 Unrealized -16.9%
FGDL FRANKLIN TEMPLETON HOLDINGS 0.0%
Value ($000) $569 (+64.5%) Shares 9,887 (+47.5%) Est. Cost $53.57 Unrealized
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $3,932 (-5.3%) Shares 48,122 (+13.5%) Est. Cost $69.11 Unrealized +30.3%
MTUM ISHARES TR 0.0%
Value ($000) $1,040 (+26.6%) Shares 4,156 (+29.7%) Est. Cost $255.06 Unrealized
EMSF MATTHEWS INTL FDS 0.0%
Value ($000) $447 (+92.8%) Shares 15,756 (+98.8%) Est. Cost $28.81 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $2,267 (+10.3%) Shares 51,135 (+8.0%) Est. Cost $39.56 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $857 (+32.0%) Shares 8,585 (+11.5%) Est. Cost $49.16 Unrealized +83.5%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $463 (+81.5%) Shares 4,497 (+113.8%) Est. Cost $132.99 Unrealized -15.5%
UNP UNION PAC CORP 0.1%
Value ($000) $2,370 (+9.5%) Shares 10,245 (+11.9%) Est. Cost $219.07 Unrealized +3.8%
CWEN CLEARWAY ENERGY INC 0.1%
Value ($000) $1,212 (+19.8%) Shares 36,436 (+1.8%) Est. Cost $25.40 Unrealized +30.0%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.0%
Value ($000) $651 (+40.0%) Shares 14,917 (+34.8%) Est. Cost $40.91 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $579 (+47.1%) Shares 4,199 (+36.9%) Est. Cost $108.46 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $922 (+25.2%) Shares 9,004 (+28.3%) Est. Cost $104.40 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $1,233 (+17.7%) Shares 3,168 (+5.7%) Est. Cost $285.31 Unrealized +31.5%
CRCL CIRCLE INTERNET GROUP INC 0.0%
Value ($000) $596 (-23.3%) Shares 7,521 (+28.2%) Est. Cost $148.14 Unrealized -30.2%
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $6,185 (+2.9%) Shares 43,092 (+1.1%) Est. Cost $114.27 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $525 (+49.3%) Shares 2,554 (+14.1%) Est. Cost $121.29 Unrealized +54.8%
BAI BLACKROCK ETF TRUST 0.0%
Value ($000) $475 (+56.1%) Shares 14,257 (+60.1%) Est. Cost $33.84 Unrealized
HESM HESS MIDSTREAM LP 0.0%
Value ($000) $729 (+30.2%) Shares 21,144 (+30.3%) Est. Cost $35.64 Unrealized -8.5%
AGG ISHARES TR 0.2%
Value ($000) $4,796 (+3.6%) Shares 48,015 (+4.0%) Est. Cost $98.87 Unrealized
UPST UPSTART HLDGS INC 0.0%
Value ($000) $564 (+42.4%) Shares 12,900 (+65.4%) Est. Cost $60.74 Unrealized -24.2%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $1,647 (-9.1%) Shares 33,172 (+18.9%) Est. Cost $50.90 Unrealized
RACE FERRARI N V 0.1%
Value ($000) $1,427 (-10.4%) Shares 3,861 (+17.6%) Est. Cost $350.32 Unrealized +14.2%
HTUS CAPITOL SER TR 0.0%
Value ($000) $942 (+21.2%) Shares 23,740 (+30.3%) Est. Cost $40.40 Unrealized
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $1,810 (+9.8%) Shares 5,125 (+2.3%) Est. Cost $175.14 Unrealized +107.4%
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $3,858 (+4.3%) Shares 48,391 (+4.6%) Est. Cost $77.38 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $457 (+53.3%) Shares 28,404 (+82.6%) Est. Cost $16.89 Unrealized +3.4%
SGOL ETFS GOLD TR 0.0%
Value ($000) $1,059 (+17.6%) Shares 25,773 (+5.4%) Est. Cost $21.46 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $2,844 (+5.9%) Shares 61,430 (+6.1%) Est. Cost $46.37 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $726 (+26.9%) Shares 2,117 (+23.2%) Est. Cost $284.03 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $799 (+23.6%) Shares 2,700 (+32.7%) Est. Cost $256.52 Unrealized +17.9%
SMDV PROSHARES TR 0.1%
Value ($000) $1,300 (+13.3%) Shares 19,671 (+14.3%) Est. Cost $61.35 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $482 (+46.2%) Shares 5,269 (+34.0%) Est. Cost $59.45 Unrealized +51.3%
NIO NIO INC 0.0%
Value ($000) $394 (-27.8%) Shares 77,285 (+7.8%) Est. Cost $4.55 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $2,111 (+7.8%) Shares 16,845 (+15.2%) Est. Cost $107.55 Unrealized +18.4%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $436 (+53.3%) Shares 1,563 (+78.0%) Est. Cost $263.97 Unrealized +6.7%
IXUS ISHARES TR 0.0%
Value ($000) $887 (+20.5%) Shares 10,483 (+17.5%) Est. Cost $67.69 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $1,592 (+10.3%) Shares 7,508 (+7.4%) Est. Cost $178.23 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $500 (+40.8%) Shares 7,424 (+28.6%) Est. Cost $69.80 Unrealized -7.7%
SPYI NEOS ETF TRUST 0.2%
Value ($000) $3,362 (+4.5%) Shares 63,995 (+4.0%) Est. Cost $49.92 Unrealized
AMLP ALPS ETF TR 0.1%
Value ($000) $1,216 (+13.4%) Shares 25,862 (+13.2%) Est. Cost $48.46 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,468 (+10.8%) Shares 15,866 (+12.2%) Est. Cost $84.40 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $1,061 (+15.5%) Shares 12,371 (+2.9%) Est. Cost $34.72 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $972 (+17.1%) Shares 2,143 (+1.2%) Est. Cost $375.85 Unrealized +14.7%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $604 (+30.1%) Shares 7,219 (+24.2%) Est. Cost $74.90 Unrealized
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $2,914 (+4.8%) Shares 37,415 (+5.1%) Est. Cost $77.59 Unrealized
ELF E L F BEAUTY INC 0.0%
Value ($000) $256 (-34.1%) Shares 3,369 (+14.9%) Est. Cost $124.43 Unrealized -20.9%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $423 (+45.4%) Shares 1,571 (+51.2%) Est. Cost $235.71 Unrealized
QUBT QUANTUM COMPUTING INC 0.0%
Value ($000) $562 (+30.3%) Shares 54,797 (+133.9%) Est. Cost $12.86 Unrealized +10.7%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $536 (+31.6%) Shares 5,828 (+9.8%) Est. Cost $71.43 Unrealized
HOOD ROBINHOOD MKTS INC 0.1%
Value ($000) $1,740 (-6.8%) Shares 15,383 (+17.9%) Est. Cost $74.60 Unrealized +74.3%
DYNF BLACKROCK ETF TRUST 0.0%
Value ($000) $776 (+19.6%) Shares 12,758 (+16.4%) Est. Cost $59.43 Unrealized
CSX CSX CORP 0.0%
Value ($000) $764 (+19.6%) Shares 21,073 (+17.2%) Est. Cost $33.03 Unrealized +8.1%
TUGN LISTED FDS TR 0.0%
Value ($000) $456 (+37.3%) Shares 17,994 (+41.1%) Est. Cost $25.81 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $1,032 (-10.5%) Shares 19,162 (+3.9%) Est. Cost $65.10 Unrealized -12.3%
KRBN KRANESHARES TRUST 0.0%
Value ($000) $492 (+32.2%) Shares 13,902 (+21.0%) Est. Cost $30.82 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $988 (+13.8%) Shares 10,291 (+10.6%) Est. Cost $80.93 Unrealized
IGM ISHARES TR 0.0%
Value ($000) $461 (+34.9%) Shares 3,571 (+31.5%) Est. Cost $140.80 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $1,441 (+8.7%) Shares 9,828 (+32.5%) Est. Cost $100.73 Unrealized
EATON VANCE TX ADV GLBL DIV 0.0%
Value ($000) $895 (+14.7%) Shares 38,762 (+4.9%) Est. Cost $20.11 Unrealized
PHM PULTE GROUP INC 0.0%
Value ($000) $359 (+46.8%) Shares 3,064 (+65.4%) Est. Cost $123.25 Unrealized -0.7%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $387 (+41.2%) Shares 2,805 (+37.8%) Est. Cost $184.95 Unrealized -26.0%
GNL GLOBAL NET LEASE INC 0.1%
Value ($000) $1,067 (+11.6%) Shares 124,028 (+5.5%) Est. Cost $7.67 Unrealized
CALAMOS CONV & HIGH INCOME F 0.0%
Value ($000) $418 (+35.7%) Shares 36,959 (+34.6%) Est. Cost $11.75 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $2,121 (+5.4%) Shares 17,648 (+4.3%) Est. Cost $110.16 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $641 (-14.6%) Shares 3,943 (+1.3%) Est. Cost $164.47 Unrealized +13.3%
FISV FISERV INC 0.0%
Value ($000) $278 (-27.9%) Shares 4,139 (+38.4%) Est. Cost $115.03 Unrealized -27.1%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $379 (-22.0%) Shares 1,674 (+16.4%) Est. Cost $233.57 Unrealized +27.6%
SONY SONY GROUP CORP 0.0%
Value ($000) $317 (+50.4%) Shares 12,377 (+69.1%) Est. Cost $27.49 Unrealized
CLEARBRIDGE ENERGY MIDSTRM O 0.0%
Value ($000) $449 (+30.9%) Shares 10,065 (+31.7%) Est. Cost $44.85 Unrealized
MOAT VANECK ETF TRUST 0.1%
Value ($000) $1,245 (+9.2%) Shares 12,018 (+4.5%) Est. Cost $87.42 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $1,187 (+9.6%) Shares 19,006 (+5.1%) Est. Cost $50.63 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $2,133 (+5.0%) Shares 4,439 (+1.3%) Est. Cost $409.56 Unrealized
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $317 (+46.2%) Shares 29,109 (+52.7%) Est. Cost $10.61 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $903 (+12.4%) Shares 17,076 (+12.8%) Est. Cost $52.07 Unrealized
QBTS D-WAVE QUANTUM INC 0.0%
Value ($000) $337 (+42.0%) Shares 12,871 (+34.2%) Est. Cost $21.00 Unrealized +38.7%
MCD MCDONALDS CORP 0.2%
Value ($000) $4,681 (+2.1%) Shares 15,315 (+1.6%) Est. Cost $271.76 Unrealized +12.3%
HAL HALLIBURTON CO 0.0%
Value ($000) $507 (+23.5%) Shares 17,932 (+7.5%) Est. Cost $29.20 Unrealized -10.0%
FTI TECHNIPFMC PLC 0.0%
Value ($000) $312 (+43.8%) Shares 6,995 (+27.3%) Est. Cost $37.74 Unrealized +11.8%
IFV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $753 (+14.3%) Shares 30,322 (+12.7%) Est. Cost $20.03 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $361 (+34.6%) Shares 1,684 (+20.1%) Est. Cost $208.64 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value ($000) $878 (+11.7%) Shares 19,744 (+10.3%) Est. Cost $43.97 Unrealized
WELL WELLTOWER INC 0.1%
Value ($000) $1,508 (+6.4%) Shares 8,122 (+2.2%) Est. Cost $73.66 Unrealized +153.2%
EFC ELLINGTON FINANCIAL INC 0.0%
Value ($000) $295 (+44.7%) Shares 21,707 (+38.3%) Est. Cost $12.71 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $1,083 (-7.7%) Shares 8,398 (+1.2%) Est. Cost $101.68 Unrealized +32.6%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $1,313 (+7.4%) Shares 7,480 (+17.7%) Est. Cost $187.24 Unrealized -3.7%
PATH UIPATH INC 0.0%
Value ($000) $229 (+63.5%) Shares 13,958 (+33.5%) Est. Cost $12.76 Unrealized +22.0%
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $613 (+16.6%) Shares 16,107 (+23.9%) Est. Cost $34.03 Unrealized +13.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $705 (+14.1%) Shares 6,247 (+4.8%) Est. Cost $95.78 Unrealized +11.2%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $1,031 (+9.2%) Shares 39,373 (+10.2%) Est. Cost $11.41 Unrealized +144.3%
MTBA SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $530 (+19.4%) Shares 10,521 (+19.3%) Est. Cost $51.02 Unrealized
XYL XYLEM INC 0.1%
Value ($000) $1,427 (+6.3%) Shares 10,480 (+15.2%) Est. Cost $111.77 Unrealized +28.5%
PFF ISHARES TR 0.1%
Value ($000) $1,157 (+7.9%) Shares 37,365 (+10.2%) Est. Cost $31.83 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $707 (+13.3%) Shares 2,633 (+4.2%) Est. Cost $279.89 Unrealized -9.2%
NOK NOKIA CORP 0.0%
Value ($000) $264 (+44.7%) Shares 40,818 (+7.5%) Est. Cost $3.75 Unrealized
OR OR ROYALTIES INC. 0.0%
Value ($000) $920 (-8.1%) Shares 25,992 (+4.1%) Est. Cost $24.53 Unrealized +42.9%
SYY SYSCO CORP 0.0%
Value ($000) $1,027 (-7.2%) Shares 13,939 (+3.7%) Est. Cost $72.10 Unrealized +4.7%
ET ENERGY TRANSFER L P 0.2%
Value ($000) $3,985 (+2.0%) Shares 241,634 (+6.2%) Est. Cost $15.97 Unrealized
DIVO AMPLIFY ETF TR 0.0%
Value ($000) $551 (+16.8%) Shares 12,371 (+16.9%) Est. Cost $37.30 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $1,346 (+6.2%) Shares 20,389 (+5.0%) Est. Cost $62.94 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $1,016 (+8.3%) Shares 4,866 (+4.3%) Est. Cost $159.53 Unrealized +20.8%
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $491 (+18.9%) Shares 36,955 (+9.3%) Est. Cost $14.44 Unrealized -12.5%
IEI ISHARES TR 0.0%
Value ($000) $592 (+15.0%) Shares 4,962 (+15.2%) Est. Cost $117.54 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $567 (+15.8%) Shares 59,482 (+10.5%) Est. Cost $8.49 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $4,127 (-1.8%) Shares 57,788 (+1.0%) Est. Cost $64.74 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $10,312 (-0.7%) Shares 253,171 (+7.1%) Est. Cost $36.06 Unrealized +12.3%
ENS ENERSYS 0.0%
Value ($000) $285 (+35.4%) Shares 1,939 (+4.2%) Est. Cost $99.40 Unrealized +34.2%
AVLV AMERICAN CENTY ETF TR 0.0%
Value ($000) $423 (+21.3%) Shares 5,587 (+15.6%) Est. Cost $67.35 Unrealized
TEM TEMPUS AI INC 0.0%
Value ($000) $235 (-24.0%) Shares 3,980 (+3.9%) Est. Cost $56.11 Unrealized +39.4%
PIMCO CALIF MUN INCOME FD 0.0%
Value ($000) $333 (+28.3%) Shares 38,106 (+28.1%) Est. Cost $9.22 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $278 (+35.2%) Shares 1,370 (+64.1%) Est. Cost $224.24 Unrealized -3.4%
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.0%
Value ($000) $231 (-23.9%) Shares 9,467 (+7.1%) Est. Cost $21.60 Unrealized
ALLSPRING INCOME OPPORTUNIT 0.0%
Value ($000) $474 (+18.0%) Shares 69,895 (+22.0%) Est. Cost $6.76 Unrealized
FIRST TR INTER DURATN PFD & 0.0%
Value ($000) $746 (+10.3%) Shares 40,018 (+13.3%) Est. Cost $18.14 Unrealized
QQQH NEOS ETF TRUST 0.2%
Value ($000) $4,030 (+1.7%) Shares 74,219 (+1.9%) Est. Cost $49.10 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $515 (+15.1%) Shares 8,574 (+6.0%) Est. Cost $59.80 Unrealized -4.1%
MPV BARINGS PARTN INVS 0.0%
Value ($000) $278 (-19.4%) Shares 17,491 (+2.2%) Est. Cost $16.26 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $3,351 (+2.0%) Shares 7,150 (+6.7%) Est. Cost $293.93 Unrealized +73.2%
GLTR ABRDN PRECIOUS METALS BASKET 0.0%
Value ($000) $280 (+31.0%) Shares 1,363 (+5.4%) Est. Cost $167.51 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.0%
Value ($000) $389 (+20.4%) Shares 9,680 (+18.4%) Est. Cost $33.60 Unrealized
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $370 (+21.5%) Shares 3,077 (+29.5%) Est. Cost $93.31 Unrealized +32.4%
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $471 (+16.1%) Shares 7,549 (+11.7%) Est. Cost $54.27 Unrealized +11.3%
JAAA JANUS DETROIT STR TR 0.0%
Value ($000) $800 (+8.8%) Shares 15,820 (+9.3%) Est. Cost $50.59 Unrealized
AMTM AMENTUM HOLDINGS INC 0.0%
Value ($000) $273 (+31.1%) Shares 9,423 (+8.3%) Est. Cost $21.26 Unrealized +20.3%
MSTR STRATEGY INC 0.0%
Value ($000) $960 (-6.3%) Shares 6,317 (+98.6%) Est. Cost $271.97 Unrealized -15.4%
USB US BANCORP DEL 0.0%
Value ($000) $554 (+13.1%) Shares 10,387 (+2.4%) Est. Cost $39.07 Unrealized +24.7%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $289 (+28.6%) Shares 21,844 (+12.9%) Est. Cost $10.01 Unrealized
STWD STARWOOD PPTY TR INC 0.1%
Value ($000) $1,071 (-5.6%) Shares 59,477 (+1.5%) Est. Cost $19.54 Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $485 (+15.0%) Shares 3,797 (+1.9%) Est. Cost $52.11 Unrealized +118.8%
SMIG ETF SER SOLUTIONS 0.0%
Value ($000) $355 (+21.0%) Shares 12,335 (+24.4%) Est. Cost $29.04 Unrealized
KAYNE ANDERSON ENERGY INFRST 0.0%
Value ($000) $937 (+7.0%) Shares 75,682 (+6.9%) Est. Cost $12.05 Unrealized
PFLT PENNANTPARK FLOATING RATE CA 0.1%
Value ($000) $1,145 (+5.4%) Shares 123,507 (+1.1%) Est. Cost $9.11 Unrealized -4.2%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $372 (+18.9%) Shares 2,733 (+12.1%) Est. Cost $126.09 Unrealized +14.0%
KVUE KENVUE INC 0.0%
Value ($000) $402 (+17.1%) Shares 23,276 (+10.1%) Est. Cost $19.36 Unrealized -16.0%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $295 (+24.7%) Shares 16,994 (+24.1%) Est. Cost $12.92 Unrealized +26.0%
EATON VANCE LIMITED DURATION 0.0%
Value ($000) $309 (+22.8%) Shares 31,226 (+25.8%) Est. Cost $9.89 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,329 (-2.4%) Shares 52,095 (+95.0%) Est. Cost $67.64 Unrealized
GWW WW GRAINGER INC 0.0%
Value ($000) $386 (+17.2%) Shares 383 (+10.7%) Est. Cost $785.97 Unrealized +23.3%
OLED UNIVERSAL DISPLAY CORP 0.1%
Value ($000) $1,770 (-3.0%) Shares 15,159 (+19.3%) Est. Cost $163.30 Unrealized -20.8%
FDVV FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1,779 (+3.2%) Shares 31,373 (+1.4%) Est. Cost $51.38 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $820 (-6.1%) Shares 3,868 (+1.6%) Est. Cost $167.50 Unrealized +28.1%
PLUG PLUG POWER INC 0.0%
Value ($000) $383 (-12.2%) Shares 194,371 (+3.8%) Est. Cost $3.57 Unrealized -26.8%
WU WESTERN UN CO 0.0%
Value ($000) $204 (+35.0%) Shares 21,928 (+15.8%) Est. Cost $12.35 Unrealized
BOND PIMCO ETF TR 0.0%
Value ($000) $723 (+7.7%) Shares 7,769 (+8.0%) Est. Cost $93.01 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $1,184 (-4.0%) Shares 48,814 (+3.1%) Est. Cost $31.01 Unrealized -20.6%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $418 (+13.2%) Shares 5,626 (+13.3%) Est. Cost $78.80 Unrealized -11.3%
IVW ISHARES TR 0.1%
Value ($000) $1,199 (+4.1%) Shares 9,729 (+2.0%) Est. Cost $99.64 Unrealized
AVUV AMERICAN CENTY ETF TR 0.1%
Value ($000) $1,265 (+3.9%) Shares 12,405 (+1.4%) Est. Cost $95.37 Unrealized
NUVEEN NEW YORK QLT MUN INC 0.0%
Value ($000) $373 (+14.4%) Shares 33,118 (+16.1%) Est. Cost $11.53 Unrealized
GSG ISHARES S&P GSCI COMMODITY- 0.1%
Value ($000) $1,232 (+3.9%) Shares 53,442 (+3.5%) Est. Cost $21.26 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $460 (+10.9%) Shares 3,359 (+15.3%) Est. Cost $114.08 Unrealized
CORNERSTONE TOTAL RETURN FD 0.1%
Value ($000) $1,591 (+2.9%) Shares 198,640 (+3.3%) Est. Cost $7.65 Unrealized
TFPM TRIPLE FLAG PRECIOUS METAL 0.0%
Value ($000) $304 (+17.1%) Shares 9,149 (+3.1%) Est. Cost $26.02 Unrealized +20.3%
FESM FIDELITY COVINGTON TRUST 0.0%
Value ($000) $292 (+17.8%) Shares 7,741 (+14.0%) Est. Cost $36.71 Unrealized
STRV EA SERIES TRUST 0.0%
Value ($000) $597 (+8.0%) Shares 13,538 (+5.8%) Est. Cost $36.87 Unrealized
BP BP PLC 0.1%
Value ($000) $1,417 (+3.2%) Shares 40,801 (+2.4%) Est. Cost $36.08 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value ($000) $629 (+7.1%) Shares 5,254 (+1.2%) Est. Cost $52.68 Unrealized +116.9%
CGBL CAPITAL GROUP CORE BALANCED 0.0%
Value ($000) $393 (+11.9%) Shares 11,133 (+9.9%) Est. Cost $34.78 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $750 (+5.9%) Shares 2,228 (+7.2%) Est. Cost $271.75 Unrealized +25.4%
ACHR ARCHER AVIATION INC 0.0%
Value ($000) $166 (-19.8%) Shares 22,056 (+2.1%) Est. Cost $5.55 Unrealized +69.7%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $2,871 (+1.4%) Shares 9,892 (+2.7%) Est. Cost $254.75 Unrealized
ADVENT CONV & INCOME FD 0.0%
Value ($000) $706 (+5.9%) Shares 56,300 (+8.1%) Est. Cost $11.97 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $872 (+4.7%) Shares 9,075 (+3.8%) Est. Cost $77.73 Unrealized +25.0%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $625 (+6.5%) Shares 20,785 (+5.0%) Est. Cost $38.39 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $1,177 (+3.3%) Shares 12,242 (+3.7%) Est. Cost $97.04 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $1,177 (+3.3%) Shares 12,349 (+5.8%) Est. Cost $74.02 Unrealized +32.4%
ITRI ITRON INC 0.0%
Value ($000) $219 (-14.6%) Shares 2,359 (+14.6%) Est. Cost $102.74 Unrealized +6.0%
CC CHEMOURS CO 0.0%
Value ($000) $147 (-19.9%) Shares 12,494 (+7.6%) Est. Cost $14.25 Unrealized -10.3%
ROBO EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $344 (+11.9%) Shares 4,961 (+5.8%) Est. Cost $61.20 Unrealized
BINC BLACKROCK ETF TRUST II 0.0%
Value ($000) $640 (+5.9%) Shares 12,132 (+6.8%) Est. Cost $53.11 Unrealized
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $269 (+15.1%) Shares 801 (+2.0%) Est. Cost $249.50 Unrealized +25.6%
PINS PINTEREST INC 0.0%
Value ($000) $295 (-10.7%) Shares 11,388 (+11.0%) Est. Cost $35.13 Unrealized -18.1%
OWNS TIDAL TRUST III 0.0%
Value ($000) $378 (+10.1%) Shares 21,659 (+9.6%) Est. Cost $16.99 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $2,828 (-1.2%) Shares 5,847 (+2.0%) Est. Cost $430.06 Unrealized +10.7%
SBR SABINE RTY TR 0.0%
Value ($000) $277 (-10.6%) Shares 4,045 (+3.7%) Est. Cost $66.74 Unrealized
QUAD QUAD / GRAPHICS INC 0.0%
Value ($000) $611 (+5.6%) Shares 97,443 (+5.4%) Est. Cost $5.56 Unrealized +5.8%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $255 (+14.2%) Shares 889 (+3.1%) Est. Cost $242.71 Unrealized +12.1%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $391 (-7.5%) Shares 12,191 (+2.2%) Est. Cost $168.49 Unrealized -80.8%
DGRW WISDOMTREE TR 0.0%
Value ($000) $376 (+9.0%) Shares 4,204 (+8.4%) Est. Cost $78.61 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $611 (+5.3%) Shares 14,024 (+8.7%) Est. Cost $34.59 Unrealized +31.4%
EFG ISHARES TR 0.0%
Value ($000) $239 (+14.8%) Shares 2,094 (+14.7%) Est. Cost $113.89 Unrealized
FAB FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $387 (+8.6%) Shares 4,343 (+6.3%) Est. Cost $79.72 Unrealized
DTCR GLOBAL X FDS 0.0%
Value ($000) $235 (+14.9%) Shares 11,150 (+11.5%) Est. Cost $20.54 Unrealized
PIMCO HIGH INCOME FD 0.0%
Value ($000) $448 (+7.2%) Shares 92,147 (+10.0%) Est. Cost $4.90 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $303 (-9.0%) Shares 1,410 (+2.0%) Est. Cost $210.66 Unrealized +7.9%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $594 (+5.3%) Shares 20,855 (+3.1%) Est. Cost $25.84 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $246 (+13.4%) Shares 300 (+6.8%) Est. Cost $628.54 Unrealized +29.8%
DGRO ISHARES TR 0.0%
Value ($000) $731 (+4.0%) Shares 10,528 (+2.0%) Est. Cost $59.29 Unrealized
GABELLI UTIL TR 0.0%
Value ($000) $103 (+37.3%) Shares 17,155 (+38.2%) Est. Cost $5.53 Unrealized
AOHY ANGEL OAK FUNDS TRUST 0.0%
Value ($000) $441 (+6.7%) Shares 39,734 (+7.6%) Est. Cost $11.14 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $597 (+4.8%) Shares 3,294 (+2.3%) Est. Cost $146.67 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $660 (+4.3%) Shares 1,768 (+2.1%) Est. Cost $255.80 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $399 (+7.3%) Shares 2,897 (+3.9%) Est. Cost $93.85 Unrealized +40.2%
NUVEEN CORE PLUS IMPACT FUND 0.0%
Value ($000) $375 (+7.6%) Shares 36,863 (+16.3%) Est. Cost $10.43 Unrealized
TRIN TRINITY CAP INC 0.0%
Value ($000) $233 (+12.8%) Shares 15,881 (+19.1%) Est. Cost $11.53 Unrealized +22.2%
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $322 (-7.5%) Shares 1,121 (+200.5%) Est. Cost $262.39 Unrealized +16.2%
PDP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $2,541 (+1.0%) Shares 21,830 (+2.5%) Est. Cost $87.32 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $1,246 (+2.1%) Shares 20,721 (+7.6%) Est. Cost $39.47 Unrealized +52.2%
TECB ISHARES TR 0.0%
Value ($000) $716 (+3.7%) Shares 11,758 (+2.8%) Est. Cost $50.30 Unrealized
PWB INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $397 (+6.9%) Shares 3,127 (+5.4%) Est. Cost $103.85 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $379 (+7.2%) Shares 1,254 (+5.6%) Est. Cost $261.38 Unrealized
JSTC TIDAL TRUST I 0.1%
Value ($000) $1,238 (+2.1%) Shares 61,027 (+2.3%) Est. Cost $17.09 Unrealized
MTA METALLA RTY & STREAMING LTD 0.0%
Value ($000) $93 (+37.1%) Shares 11,910 (+11.9%) Est. Cost $5.00 Unrealized +43.8%
GABELLI EQUITY TR INC 0.0%
Value ($000) $597 (+4.3%) Shares 96,812 (+3.0%) Est. Cost $5.54 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $404 (+6.5%) Shares 6,741 (+6.6%) Est. Cost $59.12 Unrealized
BEEM BEAM GLOBAL 0.0%
Value ($000) $32 (-42.9%) Shares 21,448 (+9.6%) Est. Cost $10.52 Unrealized -78.2%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $381 (+6.7%) Shares 8,395 (+110.9%) Est. Cost $66.89 Unrealized
AGZD WISDOMTREE TR 0.0%
Value ($000) $443 (+5.7%) Shares 19,720 (+5.8%) Est. Cost $22.39 Unrealized
SPYM SPDR SERIES TRUST 0.0%
Value ($000) $235 (+11.3%) Shares 2,929 (+8.7%) Est. Cost $78.49 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $510 (+4.8%) Shares 6,933 (+1.6%) Est. Cost $59.94 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $365 (+6.5%) Shares 15,184 (+3.1%) Est. Cost $27.83 Unrealized
XPEV XPENG INC 0.0%
Value ($000) $223 (-9.1%) Shares 10,998 (+5.0%) Est. Cost $20.33 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $370 (+6.4%) Shares 6,872 (+6.8%) Est. Cost $53.35 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $436 (+5.3%) Shares 7,971 (+2.8%) Est. Cost $39.83 Unrealized
FBIO FORTRESS BIOTECH INC 0.0%
Value ($000) $127 (+20.9%) Shares 34,701 (+22.1%) Est. Cost $2.03 Unrealized +40.5%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $287 (+8.3%) Shares 16,608 (+14.5%) Est. Cost $24.92 Unrealized -29.2%
SELF GLOBAL SELF STORAGE INC 0.0%
Value ($000) $179 (+13.8%) Shares 35,194 (+12.3%) Est. Cost $5.13 Unrealized
NWL NEWELL BRANDS INC 0.0%
Value ($000) $99 (-17.8%) Shares 26,596 (+15.8%) Est. Cost $6.38 Unrealized -37.5%
SPDV ETF SER SOLUTIONS 0.0%
Value ($000) $278 (+8.1%) Shares 8,027 (+8.3%) Est. Cost $34.73 Unrealized
VDE VANGUARD WORLD FD 0.0%
Value ($000) $224 (+10.1%) Shares 1,781 (+10.1%) Est. Cost $125.85 Unrealized
DINO HF SINCLAIR CORP 0.0%
Value ($000) $295 (+7.5%) Shares 6,402 (+22.1%) Est. Cost $36.76 Unrealized +39.5%
TOTL SSGA ACTIVE ETF TR 0.1%
Value ($000) $1,274 (+1.6%) Shares 31,644 (+2.4%) Est. Cost $40.47 Unrealized
ABOS ACUMEN PHARMACEUTICALS INC 0.0%
Value ($000) $40 (+103.9%) Shares 19,000 (+65.2%) Est. Cost $1.62 Unrealized +22.4%
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $233 (+9.5%) Shares 1,440 (+8.4%) Est. Cost $155.24 Unrealized -0.2%
GAMCO NAT RES GOLD & INCOME 0.0%
Value ($000) $303 (+7.1%) Shares 40,723 (+1.1%) Est. Cost $5.28 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $224 (+9.8%) Shares 3,964 (+3.0%) Est. Cost $47.60 Unrealized
JBLU JETBLUE AWYS CORP 0.0%
Value ($000) $317 (-5.8%) Shares 69,752 (+1.8%) Est. Cost $5.66 Unrealized -19.4%
NUVEEN MUN CR OPPORTUNITIES 0.0%
Value ($000) $631 (-3.0%) Shares 61,643 (+3.0%) Est. Cost $11.23 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $1,164 (-1.6%) Shares 7,188 (+2.3%) Est. Cost $128.68 Unrealized +21.4%
SLNZ TCW ETF TRUST 0.0%
Value ($000) $294 (+6.9%) Shares 6,339 (+8.5%) Est. Cost $46.96 Unrealized
EBC EASTERN BANKSHARES INC 0.0%
Value ($000) $251 (+8.1%) Shares 13,619 (+6.4%) Est. Cost $15.35 Unrealized +18.7%
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $786 (+2.4%) Shares 40,961 (+2.9%) Est. Cost $17.07 Unrealized
FCOR FIDELITY MERRIMACK STR TR 0.0%
Value ($000) $267 (+7.4%) Shares 5,587 (+7.8%) Est. Cost $48.27 Unrealized
USHY ISHARES TR 0.0%
Value ($000) $435 (+4.3%) Shares 11,628 (+5.4%) Est. Cost $36.66 Unrealized
AHT ASHFORD HOSPITALITY TR INC 0.0%
Value ($000) $58 (-23.0%) Shares 13,682 (+6.6%) Est. Cost $6.81 Unrealized
MET METLIFE INC 0.0%
Value ($000) $674 (-2.4%) Shares 8,540 (+1.8%) Est. Cost $70.21 Unrealized +12.4%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $326 (-4.9%) Shares 1,758 (+3.3%) Est. Cost $197.26 Unrealized -5.5%
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $318 (-5.0%) Shares 714 (+2.9%) Est. Cost $482.11 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $3,772 (+0.4%) Shares 88,346 (+105.2%) Est. Cost $55.81 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $587 (+2.9%) Shares 27,947 (+2.5%) Est. Cost $21.06 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $388 (-4.0%) Shares 3,889 (+2.6%) Est. Cost $104.90 Unrealized -3.7%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $447 (+3.7%) Shares 741 (+2.5%) Est. Cost $559.37 Unrealized
SERV SERVE ROBOTICS INC 0.0%
Value ($000) $527 (+3.0%) Shares 50,766 (+15.4%) Est. Cost $6.63 Unrealized +81.2%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $216 (+7.5%) Shares 1,437 (+2.4%) Est. Cost $140.99 Unrealized +4.3%
PIMCO INCOME STRATEGY FD 0.0%
Value ($000) $198 (+8.1%) Shares 23,500 (+9.3%) Est. Cost $8.59 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $401 (-3.6%) Shares 1,846 (+1.2%) Est. Cost $243.61 Unrealized -12.3%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $245 (+6.2%) Shares 2,396 (+6.5%) Est. Cost $90.08 Unrealized +13.4%
NOW SERVICENOW INC 0.1%
Value ($000) $1,330 (-1.1%) Shares 8,684 (+494.4%) Est. Cost $169.22 Unrealized +1.4%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $310 (+4.7%) Shares 1,236 (+19.8%) Est. Cost $225.05 Unrealized +17.8%
ITRG INTEGRA RES CORP 0.0%
Value ($000) $48 (+40.4%) Shares 12,087 (+3.3%) Est. Cost $1.71 Unrealized +97.2%
YLD PRINCIPAL EXCHANGE TRADED FD 0.0%
Value ($000) $544 (+2.6%) Shares 28,639 (+5.0%) Est. Cost $19.48 Unrealized
VIRTUS CONVERTIBLE & INC FD 0.0%
Value ($000) $157 (+9.7%) Shares 11,390 (+8.9%) Est. Cost $11.77 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $800 (+1.7%) Shares 15,902 (+1.3%) Est. Cost $50.19 Unrealized
MOBX MOBIX LABS INC 0.0%
Value ($000) $8 (-61.3%) Shares 31,725 (+16.9%) Est. Cost $0.95 Unrealized -34.0%
PIMCO DYNAMIC INCOME OPRNTS 0.0%
Value ($000) $420 (+3.3%) Shares 30,363 (+5.4%) Est. Cost $13.25 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $701 (+1.9%) Shares 5,393 (+5.3%) Est. Cost $75.30 Unrealized
DBEF DBX ETF TR 0.0%
Value ($000) $227 (+6.2%) Shares 4,726 (+2.5%) Est. Cost $43.85 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $646 (-2.0%) Shares 1,660 (+6.3%) Est. Cost $281.53 Unrealized +46.9%
PIZ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $319 (+4.2%) Shares 6,517 (+1.4%) Est. Cost $33.28 Unrealized
BLACKROCK ESG CAP ALLC TERM 0.0%
Value ($000) $322 (-3.8%) Shares 20,968 (+2.5%) Est. Cost $17.11 Unrealized
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $462 (+2.7%) Shares 11,201 (+3.4%) Est. Cost $41.90 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $319 (+3.8%) Shares 4,659 (+9.4%) Est. Cost $62.71 Unrealized +10.3%
EWZ ISHARES INC 0.0%
Value ($000) $311 (+3.9%) Shares 9,803 (+1.4%) Est. Cost $28.91 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $424 (+2.8%) Shares 2,291 (+4.3%) Est. Cost $119.43 Unrealized +50.7%
SCHI SCHWAB STRATEGIC TR 0.0%
Value ($000) $232 (+5.1%) Shares 10,110 (+5.6%) Est. Cost $22.14 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $421 (+2.7%) Shares 3,210 (+14.2%) Est. Cost $109.15 Unrealized +26.1%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $266 (+4.2%) Shares 1,184 (+3.0%) Est. Cost $222.21 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $1,974 (+0.5%) Shares 35,012 (+8.4%) Est. Cost $52.53 Unrealized +9.2%
EBND SPDR SERIES TRUST 0.0%
Value ($000) $448 (+2.3%) Shares 20,970 (+2.2%) Est. Cost $21.36 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value ($000) $236 (+4.3%) Shares 1,770 (+2.5%) Est. Cost $131.31 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $729 (+1.2%) Shares 1,488 (+1.4%) Est. Cost $428.35 Unrealized +10.6%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $370 (-2.3%) Shares 1,497 (+7.9%) Est. Cost $261.23 Unrealized -3.7%
ONCY ONCOLYTICS BIOTECH INC 0.0%
Value ($000) $20 (-30.3%) Shares 22,900 (+11.7%) Est. Cost $1.05 Unrealized +2.6%
STXK EA SERIES TRUST 0.0%
Value ($000) $474 (+1.8%) Shares 14,253 (+1.4%) Est. Cost $29.70 Unrealized
ORC ORCHID IS CAP INC 0.0%
Value ($000) $134 (+6.7%) Shares 18,559 (+3.9%) Est. Cost $7.02 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $1,827 (+0.5%) Shares 12,943 (+1.1%) Est. Cost $117.53 Unrealized
S SENTINELONE INC 0.0%
Value ($000) $254 (-3.2%) Shares 16,911 (+13.7%) Est. Cost $15.91 Unrealized +2.9%
SPHY SPDR SERIES TRUST 0.0%
Value ($000) $208 (+4.1%) Shares 8,808 (+5.3%) Est. Cost $23.43 Unrealized
CVSB MORGAN STANLEY ETF TRUST 0.0%
Value ($000) $627 (+1.3%) Shares 12,352 (+1.2%) Est. Cost $50.64 Unrealized
HYD VANECK ETF TRUST 0.0%
Value ($000) $226 (+3.3%) Shares 4,415 (+2.8%) Est. Cost $53.01 Unrealized
IBND SPDR SERIES TRUST 0.0%
Value ($000) $457 (+1.6%) Shares 14,225 (+2.1%) Est. Cost $32.57 Unrealized
ONC BEONE MEDICINES LTD 0.0%
Value ($000) $436 (+1.6%) Shares 1,435 (+13.9%) Est. Cost $287.59 Unrealized
INTU INTUIT 0.0%
Value ($000) $606 (-1.1%) Shares 915 (+2.0%) Est. Cost $505.72 Unrealized +30.6%
PIE INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $330 (-2.0%) Shares 13,973 (+1.2%) Est. Cost $20.30 Unrealized
NUVEEN MUN VALUE FD INC 0.0%
Value ($000) $331 (+2.0%) Shares 36,557 (+1.1%) Est. Cost $8.70 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $290 (+2.3%) Shares 1,463 (+14.8%) Est. Cost $206.91 Unrealized +4.9%
CLX CLOROX CO DEL 0.0%
Value ($000) $570 (+1.1%) Shares 5,654 (+23.6%) Est. Cost $130.88 Unrealized -17.3%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $773 (-0.8%) Shares 10,712 (+8.1%) Est. Cost $97.86 Unrealized -24.6%
JNK SPDR SERIES TRUST 0.0%
Value ($000) $465 (+1.3%) Shares 4,788 (+2.1%) Est. Cost $95.07 Unrealized
BNY MELLON HIGH YIELD STRATE 0.0%
Value ($000) $74 (+8.5%) Shares 29,884 (+13.3%) Est. Cost $2.43 Unrealized
ATOSSA THERAPEUTICS INC 0.0%
Value ($000) $13 (-30.3%) Shares 21,750 (+2.4%) Est. Cost $1.44 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $307 (-1.7%) Shares 1,099 (+3.5%) Est. Cost $250.00 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $585 (+0.8%) Shares 12,179 (+3.8%) Est. Cost $44.80 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $600 (+0.7%) Shares 6,198 (+2.6%) Est. Cost $67.37 Unrealized
OGE OGE ENERGY CORP 0.0%
Value ($000) $290 (-1.5%) Shares 6,800 (+6.8%) Est. Cost $34.27 Unrealized +30.2%
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $186 (+2.4%) Shares 22,968 (+3.5%) Est. Cost $7.99 Unrealized
KMLM KRANESHARES TRUST 0.0%
Value ($000) $287 (-1.3%) Shares 11,070 (+2.4%) Est. Cost $26.38 Unrealized
FLRN SPDR SERIES TRUST 0.0%
Value ($000) $234 (+1.7%) Shares 7,627 (+2.1%) Est. Cost $30.83 Unrealized
IBD NORTHERN LTS FD TR IV 0.0%
Value ($000) $217 (+1.6%) Shares 8,978 (+1.4%) Est. Cost $24.07 Unrealized
NFBK NORTHFIELD BANCORP INC DEL 0.0%
Value ($000) $240 (-1.3%) Shares 20,994 (+1.8%) Est. Cost $10.67 Unrealized +2.3%
TAXF AMERICAN CENTY ETF TR 0.0%
Value ($000) $208 (+1.6%) Shares 4,128 (+1.3%) Est. Cost $50.23 Unrealized
XBNYX BLACKROCK N Y MUN INCOME TRU 0.0%
Value ($000) $120 (+2.7%) Shares 11,793 (+2.5%) Est. Cost $9.68 Unrealized
ARI APOLLO COML REAL EST FIN INC 0.0%
Value ($000) $690 (-0.4%) Shares 71,241 (+4.2%) Est. Cost $10.60 Unrealized
BN BROOKFIELD CORP 0.0%
Value ($000) $708 (+0.4%) Shares 15,418 (+50.0%) Est. Cost $33.18 Unrealized +37.3%
PRGO PERRIGO CO PLC 0.0%
Value ($000) $210 (+1.1%) Shares 15,109 (+61.8%) Est. Cost $21.48 Unrealized -22.4%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $248 (+0.9%) Shares 10,601 (+1.3%) Est. Cost $23.24 Unrealized
IHAK ISHARES TR 0.0%
Value ($000) $201 (-0.9%) Shares 4,171 (+7.8%) Est. Cost $52.84 Unrealized
NUVEEN CALIFORNIA MUNI VLU F 0.0%
Value ($000) $92 (+1.9%) Shares 10,269 (+1.3%) Est. Cost $8.69 Unrealized
SNDL SNDL INC 0.0%
Value ($000) $33 (-4.7%) Shares 20,000 (+53.8%) Est. Cost $1.81 Unrealized +11.1%
EOG EOG RES INC 0.0%
Value ($000) $505 (-0.3%) Shares 4,810 (+6.4%) Est. Cost $113.96 Unrealized -5.9%
LCTX LINEAGE CELL THERAPEUTICS IN 0.0%
Value ($000) $37 (+3.5%) Shares 22,202 (+4.7%) Est. Cost $1.40 Unrealized +23.7%
HSY HERSHEY CO 0.0%
Value ($000) $502 (-0.2%) Shares 2,761 (+2.6%) Est. Cost $179.73 Unrealized +1.3%
FRANKLIN UNVL TR 0.0%
Value ($000) $99 (+0.9%) Shares 12,362 (+1.4%) Est. Cost $6.73 Unrealized
YYY AMPLIFY ETF TR 0.0%
Value ($000) $128 (+0.5%) Shares 11,085 (+3.1%) Est. Cost $11.43 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $707 (-0.0%) Shares 1,240 (+6.8%) Est. Cost $461.82 Unrealized +25.3%
MFS INTER INCOME TR 0.0%
Value ($000) $35 (+1.0%) Shares 13,252 (+3.7%) Est. Cost $2.72 Unrealized
BLACKROCK TECH AND PRIVATE E 0.0%
Value ($000) $114 (+0.1%) Shares 17,315 (+1.7%) Est. Cost $7.63 Unrealized

Exited Positions (87)

VERONA PHARMA PLC 0.1%
Value ($000) $1,665 Shares 15,600 Est. Cost $16.94 Unrealized
UNILEVER PLC 0.0%
Value ($000) $767 Shares 12,947 Est. Cost $53.22 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $545 Shares 9,126 Est. Cost $66.11 Unrealized
ITB ISHARES TR 0.0%
Value ($000) $430 Shares 4,011 Est. Cost $107.24 Unrealized
IONQ IONQ INC 0.0%
Value ($000) $424 Shares 6,892 Est. Cost $34.19 Unrealized +63.9%
SANDSTORM GOLD LTD 0.0%
Value ($000) $408 Shares 32,550 Est. Cost $5.69 Unrealized
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $384 Shares 12,007 Est. Cost $33.70 Unrealized -3.8%
TOST TOAST INC 0.0%
Value ($000) $358 Shares 9,793 Est. Cost $43.41 Unrealized -17.0%
SOLT VOLATILITY SHS TR 0.0%
Value ($000) $346 Shares 15,010 Est. Cost $23.02 Unrealized
RBLX ROBLOX CORP 0.0%
Value ($000) $334 Shares 2,409 Est. Cost $87.99 Unrealized +20.7%
SPMO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $332 Shares 2,741 Est. Cost $121.06 Unrealized
KELLANOVA 0.0%
Value ($000) $328 Shares 3,995 Est. Cost $53.06 Unrealized +55.8%
RR RICHTECH ROBOTICS INC 0.0%
Value ($000) $324 Shares 75,500 Est. Cost $2.63 Unrealized +68.1%
SE SEA LTD 0.0%
Value ($000) $318 Shares 1,781 Est. Cost $161.12 Unrealized
SHE SPDR SERIES TRUST 0.0%
Value ($000) $303 Shares 2,376 Est. Cost $95.61 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $295 Shares 6,010 Est. Cost $54.42 Unrealized -18.3%
DUOL DUOLINGO INC 0.0%
Value ($000) $292 Shares 907 Est. Cost $342.01 Unrealized -31.1%
MNDY MONDAY COM LTD 0.0%
Value ($000) $291 Shares 1,500 Est. Cost $230.24 Unrealized -26.9%
SOXL DIREXION SHS ETF TR 0.0%
Value ($000) $278 Shares 7,985 Est. Cost $34.84 Unrealized
MOS MOSAIC CO NEW 0.0%
Value ($000) $273 Shares 7,866 Est. Cost $25.71 Unrealized +4.1%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $272 Shares 207 Est. Cost $1188.87 Unrealized +10.3%
ATRO ASTRONICS CORP 0.0%
Value ($000) $268 Shares 5,865 Est. Cost $36.50 Unrealized +37.8%
TTD THE TRADE DESK INC 0.0%
Value ($000) $266 Shares 5,421 Est. Cost $88.09 Unrealized -49.7%
PZT INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $262 Shares 11,785 Est. Cost $21.73 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $258 Shares 2,766 Est. Cost $87.11 Unrealized +8.5%
KKR KKR & CO INC 0.0%
Value ($000) $255 Shares 1,961 Est. Cost $141.65 Unrealized -12.3%
XENWX EATON VANCE NEW YORK MUN BD 0.0%
Value ($000) $246 Shares 24,964 Est. Cost $9.65 Unrealized
PSTG PURE STORAGE INC 0.0%
Value ($000) $242 Shares 2,887 Est. Cost $49.76 Unrealized +67.9%
TBIL RBB FD INC 0.0%
Value ($000) $237 Shares 4,748 Est. Cost $49.99 Unrealized
ETHA ISHARES ETHEREUM TR 0.0%
Value ($000) $234 Shares 7,424 Est. Cost $31.51 Unrealized
EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $232 Shares 9,272 Est. Cost $25.07 Unrealized
TGLS TECNOGLASS INC 0.0%
Value ($000) $231 Shares 3,445 Est. Cost $51.67 Unrealized +5.7%
IAGG ISHARES TR 0.0%
Value ($000) $230 Shares 4,495 Est. Cost $51.23 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $229 Shares 652 Est. Cost $344.03 Unrealized -5.1%
DEO DIAGEO PLC 0.0%
Value ($000) $227 Shares 2,379 Est. Cost $146.47 Unrealized
NULG NUSHARES ETF TR 0.0%
Value ($000) $219 Shares 2,205 Est. Cost $99.46 Unrealized
LMND LEMONADE INC 0.0%
Value ($000) $217 Shares 4,050 Est. Cost $48.79 Unrealized +37.7%
BUG GLOBAL X FDS 0.0%
Value ($000) $213 Shares 6,045 Est. Cost $35.19 Unrealized
QDF FLEXSHARES TR 0.0%
Value ($000) $212 Shares 2,675 Est. Cost $79.41 Unrealized
TILRAY BRANDS INC 0.0%
Value ($000) $211 Shares 121,916 Est. Cost $2.23 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $210 Shares 2,106 Est. Cost $99.81 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $207 Shares 2,489 Est. Cost $77.73 Unrealized -25.4%
CHAT TIDAL TRUST II 0.0%
Value ($000) $207 Shares 3,368 Est. Cost $61.50 Unrealized
YLDE LEGG MASON ETF INVT 0.0%
Value ($000) $207 Shares 3,785 Est. Cost $54.61 Unrealized
KKR INCOME OPPORTUNITIES FD 0.0%
Value ($000) $207 Shares 16,401 Est. Cost $12.60 Unrealized
KBR KBR INC 0.0%
Value ($000) $206 Shares 4,360 Est. Cost $55.64 Unrealized -23.2%
ISTB ISHARES TR 0.0%
Value ($000) $206 Shares 4,218 Est. Cost $48.85 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $205 Shares 1,399 Est. Cost $171.48 Unrealized -24.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $204 Shares 1,072 Est. Cost $203.79 Unrealized -10.6%
AOS SMITH A O CORP 0.0%
Value ($000) $204 Shares 2,775 Est. Cost $70.87 Unrealized -4.8%
CF CF INDS HLDGS INC 0.0%
Value ($000) $203 Shares 2,265 Est. Cost $83.96 Unrealized -2.4%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $203 Shares 863 Est. Cost $231.60 Unrealized -9.3%
CPK CHESAPEAKE UTILS CORP 0.0%
Value ($000) $202 Shares 1,503 Est. Cost $122.99 Unrealized +6.8%
BLD TOPBUILD CORP 0.0%
Value ($000) $202 Shares 517 Est. Cost $393.21 Unrealized +9.0%
Z ZILLOW GROUP INC 0.0%
Value ($000) $201 Shares 2,607 Est. Cost $81.72 Unrealized -11.4%
SJB PROSHARES TR 0.0%
Value ($000) $199 Shares 12,925 Est. Cost $17.10 Unrealized
RWAY RUNWAY GROWTH FINANCE CORP 0.0%
Value ($000) $193 Shares 19,000 Est. Cost $10.19 Unrealized -8.6%
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $180 Shares 11,225 Est. Cost $13.27 Unrealized +8.4%
PIMCO ACCESS INCOME FUND 0.0%
Value ($000) $173 Shares 10,619 Est. Cost $16.27 Unrealized
SBET SHARPLINK GAMING INC 0.0%
Value ($000) $171 Shares 10,058 Est. Cost $19.64 Unrealized -37.8%
HL HECLA MNG CO 0.0%
Value ($000) $155 Shares 12,830 Est. Cost $5.92 Unrealized +157.8%
NREF NEXPOINT REAL ESTATE FIN INC 0.0%
Value ($000) $153 Shares 10,765 Est. Cost $13.79 Unrealized
GILT GILAT SATELLITE NETWORKS LTD 0.0%
Value ($000) $141 Shares 10,800 Est. Cost $9.17 Unrealized +40.0%
PBI PITNEY BOWES INC 0.0%
Value ($000) $127 Shares 11,100 Est. Cost $11.65 Unrealized -11.0%
GHI GREYSTONE HOUSING IMPACT INV 0.0%
Value ($000) $126 Shares 12,258 Est. Cost $17.22 Unrealized
NEUBERGER BERMAN HIGH YIELD 0.0%
Value ($000) $120 Shares 16,000 Est. Cost $8.21 Unrealized
TIDAL TRUST II 0.0%
Value ($000) $110 Shares 11,648 Est. Cost $8.30 Unrealized
MX MAGNACHIP SEMICONDUCTOR CORP 0.0%
Value ($000) $107 Shares 34,250 Est. Cost $3.47 Unrealized -19.8%
EBS EMERGENT BIOSOLUTIONS INC 0.0%
Value ($000) $101 Shares 11,495 Est. Cost $5.72 Unrealized +87.2%
COMPANHIA PARANAENSE DE ENER 0.0%
Value ($000) $100 Shares 10,202 Est. Cost $9.13 Unrealized
TIDAL TRUST II 0.0%
Value ($000) $90 Shares 11,606 Est. Cost $7.94 Unrealized
TAOX TAO SYNERGIES INC 0.0%
Value ($000) $85 Shares 13,000 Est. Cost $7.21 Unrealized -4.8%
RUM RUMBLE INC 0.0%
Value ($000) $76 Shares 10,566 Est. Cost $8.17 Unrealized -16.1%
SOXS DIREXION SHS ETF TR 0.0%
Value ($000) $75 Shares 14,533 Est. Cost $5.17 Unrealized
BITF BITFARMS LTD 0.0%
Value ($000) $71 Shares 25,175 Est. Cost $1.55 Unrealized +120.7%
ABRDN INCOME CREDIT STRATEGI 0.0%
Value ($000) $68 Shares 11,700 Est. Cost $6.62 Unrealized
ABCL ABCELLERA BIOLOGICS INC 0.0%
Value ($000) $63 Shares 12,610 Est. Cost $5.10 Unrealized -12.5%
TSE TRINSEO PLC 0.0%
Value ($000) $54 Shares 23,004 Est. Cost $3.26 Unrealized -63.4%
RXRX RECURSION PHARMACEUTICALS IN 0.0%
Value ($000) $53 Shares 10,800 Est. Cost $5.25 Unrealized -5.7%
GSM FERROGLOBE PLC 0.0%
Value ($000) $52 Shares 11,370 Est. Cost $3.81 Unrealized +20.9%
MNY MONEYHERO LIMITED 0.0%
Value ($000) $47 Shares 33,100 Est. Cost $1.68 Unrealized -22.0%
NUVVE HOLDING CORP 0.0%
Value ($000) $41 Shares 175,000 Est. Cost $0.23 Unrealized
RCKT ROCKET PHARMACEUTICALS INC 0.0%
Value ($000) $35 Shares 10,700 Est. Cost $8.63 Unrealized -60.3%
KOPN KOPIN CORP 0.0%
Value ($000) $24 Shares 10,000 Est. Cost $1.30 Unrealized +121.7%
CGC CANOPY GROWTH CORP 0.0%
Value ($000) $24 Shares 16,147 Est. Cost $4.61 Unrealized -72.1%
TLPH TALPHERA INC 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.58 Unrealized +107.8%
SOHO SOTHERLY HOTELS INC 0.0%
Value ($000) $8 Shares 10,120 Est. Cost $0.80 Unrealized

Decreased Positions (355)

OKLO OKLO INC 0.0%
Value ($000) $345 (-94.8%) Shares 4,812 (-91.9%) Est. Cost $29.58 Unrealized +277.0%
IYW ISHARES TR 0.1%
Value ($000) $3,049 (-53.5%) Shares 15,272 (-54.3%) Est. Cost $134.59 Unrealized
BIL SPDR SERIES TRUST 0.5%
Value ($000) $10,206 (-21.1%) Shares 111,683 (-20.7%) Est. Cost $91.77 Unrealized
CEF SPROTT ASSET MANAGEMENT LP 0.7%
Value ($000) $15,126 (+20.6%) Shares 330,265 (-3.4%) Est. Cost $20.86 Unrealized
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $15,438 (-11.2%) Shares 17,902 (-4.7%) Est. Cost $633.37 Unrealized +43.0%
LLY ELI LILLY & CO 0.4%
Value ($000) $9,260 (+26.2%) Shares 8,616 (-10.4%) Est. Cost $685.57 Unrealized +39.4%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $21,387 (+9.2%) Shares 103,344 (-2.1%) Est. Cost $150.06 Unrealized +31.3%
D DOMINION ENERGY INC 0.0%
Value ($000) $586 (-75.5%) Shares 9,997 (-74.5%) Est. Cost $49.66 Unrealized +20.3%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $4,945 (+44.6%) Shares 17,327 (-15.3%) Est. Cost $88.51 Unrealized +159.1%
EMNT PIMCO ETF TR 0.9%
Value ($000) $19,495 (-7.2%) Shares 197,765 (-6.9%) Est. Cost $98.72 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $9,551 (+16.2%) Shares 44,599 (-12.2%) Est. Cost $141.27 Unrealized +59.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $390 (-77.3%) Shares 1,923 (-73.2%) Est. Cost $226.63 Unrealized -6.8%
SMH VANECK ETF TRUST 0.1%
Value ($000) $2,779 (-30.5%) Shares 7,715 (-37.0%) Est. Cost $243.26 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,696 (-41.2%) Shares 20,145 (-40.9%) Est. Cost $89.40 Unrealized -6.0%
PLTR PALANTIR TECHNOLOGIES INC 0.9%
Value ($000) $18,209 (-5.6%) Shares 102,439 (-3.2%) Est. Cost $33.17 Unrealized +445.8%
BMNR BITMINE IMMERSION TECNOLOGIE 0.0%
Value ($000) $559 (-64.7%) Shares 20,577 (-32.4%) Est. Cost $50.65 Unrealized -20.0%
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1,017 (-47.3%) Shares 20,700 (-53.2%) Est. Cost $61.53 Unrealized
CTA SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $938 (-47.6%) Shares 34,416 (-46.2%) Est. Cost $28.86 Unrealized
AGNC AGNC INVT CORP 0.2%
Value ($000) $3,546 (-19.0%) Shares 330,828 (-26.0%) Est. Cost $9.70 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $1,588 (-33.9%) Shares 18,685 (-34.6%) Est. Cost $75.53 Unrealized +15.8%
GOVT ISHARES TR 0.1%
Value ($000) $1,217 (-38.7%) Shares 52,874 (-38.4%) Est. Cost $22.96 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $3,928 (-16.2%) Shares 11,900 (-12.3%) Est. Cost $430.02 Unrealized -21.6%
BEPC BROOKFIELD RENEWABLE CORP 0.4%
Value ($000) $8,141 (+10.2%) Shares 212,340 (-1.1%) Est. Cost $29.09 Unrealized +37.5%
EQIX EQUINIX INC 0.0%
Value ($000) $265 (-73.5%) Shares 345 (-72.9%) Est. Cost $827.95 Unrealized -5.6%
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $293 (-70.2%) Shares 10,513 (-66.2%) Est. Cost $34.98 Unrealized -14.1%
ADMA ADMA BIOLOGICS INC 0.2%
Value ($000) $3,903 (+20.2%) Shares 214,001 (-3.4%) Est. Cost $5.53 Unrealized +204.6%
SOXX ISHARES TR 0.2%
Value ($000) $3,451 (-15.7%) Shares 11,459 (-24.1%) Est. Cost $288.25 Unrealized
WES WESTERN MIDSTREAM PARTNERS L 0.1%
Value ($000) $1,065 (-36.8%) Shares 26,957 (-37.1%) Est. Cost $39.61 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $609 (-48.8%) Shares 4,839 (-42.3%) Est. Cost $107.66 Unrealized +30.7%
NUVEEN MUN HIGH INCOME OPPOR 0.1%
Value ($000) $1,288 (-31.0%) Shares 126,401 (-28.2%) Est. Cost $10.93 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $631 (-47.1%) Shares 9,687 (-41.2%) Est. Cost $74.25 Unrealized -7.1%
STEX STREAMEX CORP 0.0%
Value ($000) $295 (-61.8%) Shares 97,391 (-27.3%) Est. Cost $2.67 Unrealized +67.2%
HWKN HAWKINS INC 0.0%
Value ($000) $999 (-31.8%) Shares 7,032 (-12.3%) Est. Cost $109.88 Unrealized +34.0%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $3,063 (+16.9%) Shares 56,783 (-2.3%) Est. Cost $49.09 Unrealized -3.2%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $434 (-50.5%) Shares 10,803 (-4.0%) Est. Cost $29.22 Unrealized +27.9%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $1,628 (-20.9%) Shares 32,550 (-10.0%) Est. Cost $53.49 Unrealized +0.4%
FIG FIGMA INC 0.0%
Value ($000) $285 (-59.9%) Shares 7,637 (-44.3%) Est. Cost $68.66 Unrealized -34.2%
VTC VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $758 (-35.9%) Shares 9,766 (-35.3%) Est. Cost $78.68 Unrealized
OPK OPKO HEALTH INC 0.1%
Value ($000) $1,664 (-19.7%) Shares 1,320,391 (-1.3%) Est. Cost $1.14 Unrealized +21.8%
ASA GOLD AND PRECIOUS MTLS L 0.1%
Value ($000) $1,897 (+25.9%) Shares 31,796 (-3.3%) Est. Cost $15.79 Unrealized
PSKY PARAMOUNT SKYDANCE CORP 0.0%
Value ($000) $676 (-35.9%) Shares 50,428 (-9.5%) Est. Cost $14.51 Unrealized +7.3%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $402 (-48.4%) Shares 1,923 (-32.0%) Est. Cost $317.18 Unrealized -29.1%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $764 (-32.4%) Shares 11,171 (-11.2%) Est. Cost $61.34 Unrealized
CSCO CISCO SYS INC 0.6%
Value ($000) $12,711 (+3.0%) Shares 165,015 (-8.6%) Est. Cost $46.91 Unrealized +57.3%
JEPI J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $7,893 (-4.4%) Shares 137,884 (-4.6%) Est. Cost $57.17 Unrealized
GLW CORNING INC 0.3%
Value ($000) $6,904 (-4.9%) Shares 78,843 (-10.9%) Est. Cost $42.57 Unrealized +102.0%
NTR NUTRIEN LTD 0.0%
Value ($000) $560 (-38.9%) Shares 9,070 (-41.9%) Est. Cost $47.81 Unrealized +23.1%
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $591 (-37.4%) Shares 93,879 (-31.4%) Est. Cost $6.36 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $1,643 (-17.4%) Shares 8,272 (-19.1%) Est. Cost $170.10 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,307 (-20.7%) Shares 13,960 (-19.8%) Est. Cost $104.24 Unrealized -13.6%
PSX PHILLIPS 66 0.1%
Value ($000) $1,804 (-15.8%) Shares 13,979 (-11.2%) Est. Cost $126.06 Unrealized +6.3%
UNG UNITED STS NAT GAS FD LP 0.0%
Value ($000) $379 (-46.9%) Shares 30,954 (-43.4%) Est. Cost $13.07 Unrealized
IDCC INTERDIGITAL INC 0.1%
Value ($000) $3,139 (-9.5%) Shares 9,859 (-1.9%) Est. Cost $110.99 Unrealized +218.5%
RYLD GLOBAL X FDS 0.0%
Value ($000) $717 (-30.9%) Shares 46,861 (-32.0%) Est. Cost $16.98 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $2,505 (+14.6%) Shares 7,653 (-1.1%) Est. Cost $270.42 Unrealized +16.8%
ARKK ARK ETF TR 0.1%
Value ($000) $2,209 (-12.4%) Shares 28,719 (-1.7%) Est. Cost $47.62 Unrealized
CIEN CIENA CORP 0.1%
Value ($000) $1,277 (+31.4%) Shares 5,459 (-18.2%) Est. Cost $55.98 Unrealized +246.5%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $395 (-42.7%) Shares 13,511 (-6.1%) Est. Cost $37.88 Unrealized +8.7%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $3,554 (-7.6%) Shares 30,321 (-2.5%) Est. Cost $89.21 Unrealized +36.3%
TLT ISHARES TR 0.1%
Value ($000) $2,579 (-9.8%) Shares 29,594 (-7.5%) Est. Cost $91.74 Unrealized
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $378 (-42.5%) Shares 1,458 (-36.0%) Est. Cost $278.98 Unrealized -0.6%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $1,048 (-20.2%) Shares 10,385 (-1.7%) Est. Cost $121.23 Unrealized -10.6%
TIP ISHARES TR 0.1%
Value ($000) $1,470 (-15.3%) Shares 13,370 (-14.2%) Est. Cost $109.79 Unrealized
ALDX ALDEYRA THERAPEUTICS INC 0.0%
Value ($000) $80 (-76.7%) Shares 15,500 (-76.5%) Est. Cost $2.85 Unrealized +80.1%
FSK FS KKR CAP CORP 0.0%
Value ($000) $562 (-31.5%) Shares 37,954 (-30.9%) Est. Cost $14.51 Unrealized +1.3%
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $457 (+123.6%) Shares 1,240 (-1.3%) Est. Cost $124.70 Unrealized +106.0%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $1,132 (-17.7%) Shares 7,315 (-8.1%) Est. Cost $104.47 Unrealized +56.2%
SO SOUTHERN CO 0.1%
Value ($000) $2,162 (-9.9%) Shares 24,799 (-2.1%) Est. Cost $64.20 Unrealized +41.6%
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,348 (-15.0%) Shares 22,952 (-14.8%) Est. Cost $58.50 Unrealized
TREX TREX CO INC 0.0%
Value ($000) $367 (-39.1%) Shares 10,464 (-10.3%) Est. Cost $57.28 Unrealized -29.4%
CMA COMERICA INC 0.0%
Value ($000) $200 (-53.6%) Shares 2,306 (-63.4%) Est. Cost $66.25 Unrealized +20.7%
UTES ETFIS SER TR I 0.1%
Value ($000) $2,833 (-7.4%) Shares 35,882 (-2.1%) Est. Cost $64.60 Unrealized
ALAB ASTERA LABS INC 0.0%
Value ($000) $297 (-43.0%) Shares 1,785 (-32.9%) Est. Cost $79.01 Unrealized +111.7%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $641 (+51.2%) Shares 20,548 (-2.1%) Est. Cost $15.19 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $334 (-38.2%) Shares 9,025 (-34.5%) Est. Cost $60.76 Unrealized -40.5%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $528 (-28.1%) Shares 262 (-16.6%) Est. Cost $1733.37 Unrealized +21.2%
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $193 (-51.6%) Shares 30,793 (-51.1%) Est. Cost $6.92 Unrealized
GUGGENHEIM STRATEGIC OPPORTU 0.0%
Value ($000) $1,026 (-16.5%) Shares 79,661 (-2.9%) Est. Cost $14.84 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $937 (+25.4%) Shares 11,519 (-6.0%) Est. Cost $38.77 Unrealized +81.6%
CHWY CHEWY INC 0.0%
Value ($000) $348 (-34.7%) Shares 10,524 (-20.1%) Est. Cost $19.86 Unrealized +74.8%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $336 (-35.4%) Shares 1,588 (-36.4%) Est. Cost $188.99 Unrealized
DVA DAVITA INC 0.0%
Value ($000) $340 (-34.9%) Shares 2,990 (-23.9%) Est. Cost $137.31 Unrealized -11.4%
URI UNITED RENTALS INC 0.0%
Value ($000) $940 (-16.1%) Shares 1,161 (-1.1%) Est. Cost $635.68 Unrealized +36.4%
FDX FEDEX CORP 0.1%
Value ($000) $1,353 (+15.3%) Shares 4,684 (-5.8%) Est. Cost $231.79 Unrealized +12.8%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $661 (-21.2%) Shares 1,138 (-5.3%) Est. Cost $413.21 Unrealized +51.3%
AI C3 AI INC 0.0%
Value ($000) $189 (-47.3%) Shares 14,055 (-32.3%) Est. Cost $26.18 Unrealized -39.1%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $778 (-17.8%) Shares 13,328 (-5.6%) Est. Cost $71.01 Unrealized -8.7%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,003 (+9.0%) Shares 12,940 (-2.0%) Est. Cost $141.49 Unrealized
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $361 (-30.9%) Shares 4,533 (-5.7%) Est. Cost $68.17 Unrealized +31.6%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $5,602 (-2.8%) Shares 25,487 (-4.5%) Est. Cost $187.85 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $4,983 (+3.2%) Shares 71,282 (-2.1%) Est. Cost $57.07 Unrealized +21.6%
GSBD GOLDMAN SACHS BDC INC 0.0%
Value ($000) $655 (-19.1%) Shares 70,539 (-11.4%) Est. Cost $13.58 Unrealized -27.8%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $717 (-17.5%) Shares 17,427 (-5.3%) Est. Cost $56.55 Unrealized -26.5%
AVGO BROADCOM INC 0.6%
Value ($000) $11,811 (+1.3%) Shares 34,125 (-3.4%) Est. Cost $164.93 Unrealized +116.5%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $948 (+18.1%) Shares 18,673 (-8.8%) Est. Cost $39.99 Unrealized +8.3%
SHYG ISHARES TR 0.1%
Value ($000) $2,911 (-4.6%) Shares 67,898 (-3.6%) Est. Cost $43.12 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $1,695 (-7.6%) Shares 20,468 (-7.5%) Est. Cost $82.00 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $1,429 (-8.8%) Shares 4,084 (-8.1%) Est. Cost $494.09 Unrealized -31.2%
RIVERNORTH FLEXIBLE MUNI INC 0.0%
Value ($000) $281 (-32.7%) Shares 22,216 (-30.6%) Est. Cost $13.77 Unrealized
HPQ HP INC 0.0%
Value ($000) $563 (-19.5%) Shares 25,250 (-1.6%) Est. Cost $27.28 Unrealized -7.4%
OHI OMEGA HEALTHCARE INVS INC 0.1%
Value ($000) $1,517 (-8.0%) Shares 34,224 (-12.4%) Est. Cost $35.22 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $787 (-14.2%) Shares 7,014 (-3.0%) Est. Cost $115.67 Unrealized +0.8%
BBIO BRIDGEBIO PHARMA INC 0.0%
Value ($000) $417 (+44.6%) Shares 5,450 (-1.8%) Est. Cost $36.37 Unrealized +80.5%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $940 (+15.8%) Shares 3,598 (-2.3%) Est. Cost $169.50 Unrealized +48.8%
ABRDN HEALTHCARE OPPORTUNITI 0.0%
Value ($000) $277 (-30.8%) Shares 14,487 (-37.5%) Est. Cost $19.76 Unrealized
NUVEEN DYNAMIC MUN OPPORTUNI 0.0%
Value ($000) $398 (-23.2%) Shares 39,500 (-20.8%) Est. Cost $11.17 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $1,244 (-8.6%) Shares 12,723 (-16.1%) Est. Cost $132.81 Unrealized -31.0%
DOW DOW INC 0.0%
Value ($000) $602 (-16.0%) Shares 25,765 (-17.6%) Est. Cost $41.96 Unrealized -45.7%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $824 (-11.9%) Shares 4,748 (-6.7%) Est. Cost $164.52 Unrealized +3.8%
TRI THOMSON REUTERS CORP 0.0%
Value ($000) $202 (-35.4%) Shares 1,532 (-24.0%) Est. Cost $124.42 Unrealized +13.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $4,034 (+2.8%) Shares 13,275 (-5.5%) Est. Cost $149.76 Unrealized
CSW CSW INDUSTRIALS INC 0.0%
Value ($000) $863 (+14.6%) Shares 2,939 (-5.2%) Est. Cost $221.29 Unrealized +20.3%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $374 (-22.5%) Shares 221 (-31.4%) Est. Cost $1877.74 Unrealized -8.3%
OCSL OAKTREE SPECIALTY LENDING CO 0.0%
Value ($000) $315 (-25.5%) Shares 24,697 (-23.7%) Est. Cost $18.79 Unrealized -28.9%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $292 (-27.0%) Shares 3,478 (-23.7%) Est. Cost $88.12 Unrealized -3.2%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $1,034 (-9.4%) Shares 21,405 (-7.3%) Est. Cost $49.08 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1,237 (-7.9%) Shares 41,380 (-3.2%) Est. Cost $38.75 Unrealized -26.4%
AMZE AMAZE HOLDINGS INC 0.0%
Value ($000) $15 (-87.6%) Shares 39,300 (-22.9%) Est. Cost $5.96 Unrealized -85.9%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $232 (-31.1%) Shares 5,540 (-4.5%) Est. Cost $99.03 Unrealized -40.7%
WPC WP CAREY INC 0.0%
Value ($000) $865 (-10.8%) Shares 13,436 (-6.3%) Est. Cost $59.37 Unrealized
NRG NRG ENERGY INC 0.1%
Value ($000) $1,197 (-8.0%) Shares 7,518 (-6.4%) Est. Cost $60.90 Unrealized +171.4%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $179 (-36.3%) Shares 17,141 (-24.7%) Est. Cost $5.98 Unrealized +130.4%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $938 (-9.7%) Shares 4,573 (-13.6%) Est. Cost $133.05 Unrealized +49.6%
LIN LINDE PLC 0.0%
Value ($000) $638 (-13.6%) Shares 1,497 (-3.7%) Est. Cost $417.81 Unrealized +2.3%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $740 (-11.9%) Shares 13,760 (-11.3%) Est. Cost $43.76 Unrealized
BLK BLACKROCK INC 0.0%
Value ($000) $828 (-10.7%) Shares 773 (-2.8%) Est. Cost $988.34 Unrealized +10.2%
DIS DISNEY WALT CO 0.2%
Value ($000) $4,453 (-2.2%) Shares 39,142 (-1.5%) Est. Cost $98.32 Unrealized +11.4%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $581 (-14.3%) Shares 16,868 (-7.0%) Est. Cost $31.71 Unrealized +3.7%
IWR ISHARES TR 0.1%
Value ($000) $1,751 (-5.2%) Shares 18,184 (-4.9%) Est. Cost $77.92 Unrealized
NMFC NEW MTN FIN CORP 0.0%
Value ($000) $190 (-33.4%) Shares 20,600 (-30.3%) Est. Cost $9.81 Unrealized -6.6%
BBY BEST BUY INC 0.0%
Value ($000) $232 (-28.9%) Shares 3,466 (-19.6%) Est. Cost $77.33 Unrealized -2.4%
PAGP PLAINS GP HLDGS L P 0.0%
Value ($000) $820 (-10.2%) Shares 42,864 (-14.4%) Est. Cost $20.71 Unrealized
IVVB BLACKROCK ETF TRUST II 0.1%
Value ($000) $1,353 (-6.3%) Shares 40,915 (-7.3%) Est. Cost $30.54 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $832 (-9.8%) Shares 3,377 (-4.5%) Est. Cost $223.72 Unrealized +10.7%
NUVEEN NEW YORK AMT QLT MUNI 0.1%
Value ($000) $2,471 (-3.5%) Shares 244,944 (-2.4%) Est. Cost $10.67 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $538 (-14.1%) Shares 4,374 (-3.2%) Est. Cost $134.46 Unrealized -4.3%
IGV ISHARES TR 0.0%
Value ($000) $620 (-12.4%) Shares 5,870 (-4.7%) Est. Cost $292.69 Unrealized
VCEL VERICEL CORP 0.0%
Value ($000) $326 (-20.9%) Shares 9,061 (-30.8%) Est. Cost $43.54 Unrealized -15.6%
GIS GENERAL MLS INC 0.0%
Value ($000) $774 (-9.9%) Shares 16,648 (-2.4%) Est. Cost $65.58 Unrealized -27.6%
TBLL INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $420 (-16.9%) Shares 3,976 (-16.9%) Est. Cost $105.57 Unrealized
B BARRICK MNG CORP 0.0%
Value ($000) $388 (+28.0%) Shares 8,918 (-3.7%) Est. Cost $25.15 Unrealized +48.8%
GE GE AEROSPACE 0.3%
Value ($000) $7,245 (+1.2%) Shares 23,520 (-1.2%) Est. Cost $120.22 Unrealized +150.2%
ENB ENBRIDGE INC 0.0%
Value ($000) $1,053 (-7.3%) Shares 22,006 (-2.3%) Est. Cost $32.98 Unrealized +42.8%
CCL CARNIVAL CORP 0.0%
Value ($000) $348 (-18.9%) Shares 11,387 (-23.2%) Est. Cost $17.19 Unrealized +62.2%
ALLIANCEBERNSTEIN GLOBAL HIG 0.0%
Value ($000) $259 (-23.8%) Shares 24,256 (-20.1%) Est. Cost $10.67 Unrealized
SDIV GLOBAL X FDS 0.0%
Value ($000) $237 (-25.4%) Shares 9,847 (-25.6%) Est. Cost $21.65 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $222 (-26.4%) Shares 3,499 (-10.6%) Est. Cost $99.27 Unrealized -30.0%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $478 (+19.6%) Shares 6,890 (-2.2%) Est. Cost $41.95 Unrealized +48.9%
IIPR INNOVATIVE INDL PPTYS INC 0.0%
Value ($000) $335 (-18.7%) Shares 7,069 (-8.1%) Est. Cost $84.84 Unrealized
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $778 (-9.0%) Shares 12,886 (-4.2%) Est. Cost $46.04 Unrealized +28.1%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $945 (-7.5%) Shares 25,806 (-11.5%) Est. Cost $43.67 Unrealized -20.5%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $2,148 (+3.7%) Shares 8,357 (-17.4%) Est. Cost $163.66 Unrealized +46.3%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $567 (-11.6%) Shares 106 (-10.9%) Est. Cost $3010.31 Unrealized +70.7%
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $2,173 (+3.5%) Shares 18,146 (-5.0%) Est. Cost $58.25 Unrealized +97.1%
PRIM PRIMORIS SVCS CORP 0.0%
Value ($000) $516 (-12.4%) Shares 4,157 (-3.1%) Est. Cost $36.91 Unrealized +253.8%
OMSE OMS ENERGY TECHNOLOGIES INC 0.0%
Value ($000) $132 (-35.6%) Shares 30,000 (-37.8%) Est. Cost $7.89 Unrealized -40.7%
CI THE CIGNA GROUP 0.0%
Value ($000) $543 (-11.6%) Shares 1,973 (-7.5%) Est. Cost $317.75 Unrealized -12.1%
BHR BRAEMAR HOTELS & RESORTS INC 0.0%
Value ($000) $573 (-10.9%) Shares 199,609 (-15.2%) Est. Cost $2.67 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $789 (-7.9%) Shares 8,918 (-4.9%) Est. Cost $86.70 Unrealized
SGDM SPROTT ETF TRUST 0.1%
Value ($000) $1,243 (+5.7%) Shares 17,847 (-5.8%) Est. Cost $29.23 Unrealized
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $215 (-23.7%) Shares 1,184 (-18.7%) Est. Cost $188.95 Unrealized -4.9%
WESTERN ASSET MANAGED MUNS F 0.0%
Value ($000) $582 (-10.2%) Shares 55,737 (-11.1%) Est. Cost $10.50 Unrealized
APP APPLOVIN CORP 0.0%
Value ($000) $457 (-12.7%) Shares 678 (-6.9%) Est. Cost $461.14 Unrealized +36.6%
HACK AMPLIFY ETF TR 0.0%
Value ($000) $499 (-11.3%) Shares 6,203 (-4.2%) Est. Cost $64.67 Unrealized
SPSB SPDR SERIES TRUST 0.0%
Value ($000) $214 (-22.6%) Shares 7,082 (-22.4%) Est. Cost $30.00 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $274 (+28.9%) Shares 13,902 (-4.0%) Est. Cost $13.57 Unrealized +17.0%
SHOP SHOPIFY INC 0.1%
Value ($000) $1,154 (+5.6%) Shares 7,170 (-2.5%) Est. Cost $75.69 Unrealized +112.1%
RIO RIO TINTO PLC 0.0%
Value ($000) $426 (+16.6%) Shares 5,320 (-3.8%) Est. Cost $62.00 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $385 (-13.4%) Shares 1,311 (-9.8%) Est. Cost $211.71 Unrealized +36.2%
PTL NORTHERN LTS FD TR IV 0.0%
Value ($000) $710 (-7.4%) Shares 2,863 (-7.0%) Est. Cost $212.41 Unrealized
NUVEEN MASSACHUSETS QLT MUN 0.0%
Value ($000) $184 (-23.5%) Shares 16,272 (-21.3%) Est. Cost $11.13 Unrealized
USFR WISDOMTREE TR 0.1%
Value ($000) $1,705 (-3.2%) Shares 33,876 (-3.3%) Est. Cost $50.29 Unrealized
HASI HA SUSTAINABLE INFRA CAP INC 0.3%
Value ($000) $7,038 (+0.8%) Shares 223,929 (-1.5%) Est. Cost $26.21 Unrealized +18.7%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $372 (-13.0%) Shares 7,044 (-1.7%) Est. Cost $55.07 Unrealized +0.8%
FIW FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $586 (-8.2%) Shares 5,396 (-5.1%) Est. Cost $86.79 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $1,018 (-4.8%) Shares 7,034 (-12.4%) Est. Cost $76.80 Unrealized +72.6%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,850 (-2.7%) Shares 23,411 (-1.6%) Est. Cost $75.39 Unrealized +3.9%
FLOT ISHARES TR 0.1%
Value ($000) $1,179 (-4.2%) Shares 23,175 (-3.8%) Est. Cost $50.56 Unrealized
PNQI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $348 (-12.9%) Shares 6,446 (-9.8%) Est. Cost $53.46 Unrealized
CVNA CARVANA CO 0.0%
Value ($000) $240 (-17.4%) Shares 569 (-26.2%) Est. Cost $274.18 Unrealized +35.6%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,666 (-2.9%) Shares 8,697 (-3.9%) Est. Cost $167.52 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $2,017 (-2.4%) Shares 21,424 (-1.4%) Est. Cost $86.71 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $257 (-16.2%) Shares 6,519 (-1.2%) Est. Cost $33.61 Unrealized +21.6%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,154 (-4.1%) Shares 14,860 (-3.2%) Est. Cost $76.69 Unrealized
HR HEALTHCARE RLTY TR 0.0%
Value ($000) $191 (-20.5%) Shares 11,276 (-15.4%) Est. Cost $15.55 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,409 (-3.4%) Shares 20,005 (-1.0%) Est. Cost $55.81 Unrealized
ABRDN ASIA PACIFIC INCOME FU 0.0%
Value ($000) $628 (-7.2%) Shares 40,943 (-1.4%) Est. Cost $16.94 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $274 (-14.9%) Shares 3,131 (-10.9%) Est. Cost $90.08 Unrealized -0.9%
CVS CVS HEALTH CORP 0.1%
Value ($000) $1,541 (+3.1%) Shares 19,423 (-2.0%) Est. Cost $72.31 Unrealized +8.8%
DGS WISDOMTREE TR 0.0%
Value ($000) $344 (-11.7%) Shares 6,011 (-11.9%) Est. Cost $46.75 Unrealized
SECT NORTHERN LTS FD TR IV 0.0%
Value ($000) $819 (-5.2%) Shares 12,697 (-7.5%) Est. Cost $50.97 Unrealized
PNR PENTAIR PLC 0.0%
Value ($000) $356 (-11.2%) Shares 3,414 (-5.6%) Est. Cost $76.36 Unrealized +39.8%
IRT INDEPENDENCE RLTY TR INC 0.0%
Value ($000) $399 (-10.1%) Shares 22,839 (-15.7%) Est. Cost $18.09 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $680 (-6.2%) Shares 1,648 (-8.5%) Est. Cost $313.69 Unrealized
SDOG ALPS ETF TR 0.0%
Value ($000) $438 (-9.2%) Shares 7,250 (-9.5%) Est. Cost $52.69 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $772 (+6.1%) Shares 186,842 (-19.9%) Est. Cost $5.03 Unrealized -22.8%
SMTK SMARTKEM INC 0.0%
Value ($000) $28 (-61.0%) Shares 26,500 (-38.5%) Est. Cost $1.11 Unrealized +60.5%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $373 (-10.6%) Shares 1,640 (-13.7%) Est. Cost $158.13 Unrealized +46.3%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $286 (-13.1%) Shares 11,908 (-11.2%) Est. Cost $17.08 Unrealized +37.2%
LRGE LEGG MASON ETF INVT 0.0%
Value ($000) $710 (-5.6%) Shares 8,621 (-4.4%) Est. Cost $71.96 Unrealized
KR KROGER CO 0.0%
Value ($000) $296 (-12.4%) Shares 4,742 (-5.5%) Est. Cost $47.90 Unrealized +36.2%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $204 (-16.7%) Shares 1,304 (-25.3%) Est. Cost $187.68 Unrealized -23.7%
IHRT IHEARTMEDIA INC 0.0%
Value ($000) $144 (+38.9%) Shares 34,500 (-4.2%) Est. Cost $2.01 Unrealized +86.4%
MCHI ISHARES TR 0.0%
Value ($000) $304 (-11.7%) Shares 5,068 (-3.2%) Est. Cost $55.28 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $448 (-8.2%) Shares 5,552 (-7.5%) Est. Cost $77.18 Unrealized
RIET ETF SER SOLUTIONS 0.0%
Value ($000) $164 (-19.5%) Shares 17,650 (-16.5%) Est. Cost $10.55 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $205 (+24.0%) Shares 16,458 (-1.4%) Est. Cost $10.80 Unrealized -0.8%
KIM KIMCO RLTY CORP 0.0%
Value ($000) $290 (-11.9%) Shares 14,294 (-5.0%) Est. Cost $18.45 Unrealized +11.5%
VKTX VIKING THERAPEUTICS INC 0.0%
Value ($000) $246 (+18.3%) Shares 7,005 (-11.7%) Est. Cost $29.83 Unrealized +18.8%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $4,714 (+0.8%) Shares 147,046 (-1.7%) Est. Cost $29.52 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $663 (-5.2%) Shares 11,877 (-3.4%) Est. Cost $61.56 Unrealized
MKC MCCORMICK & CO INC 0.1%
Value ($000) $1,077 (-3.3%) Shares 15,811 (-5.0%) Est. Cost $68.37 Unrealized -3.6%
CG CARLYLE GROUP INC 0.0%
Value ($000) $403 (-8.1%) Shares 6,824 (-2.5%) Est. Cost $29.52 Unrealized +90.7%
NUVEEN MUNICIPAL CREDIT INC 0.0%
Value ($000) $368 (-8.8%) Shares 29,237 (-8.9%) Est. Cost $13.04 Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $328 (+12.0%) Shares 5,062 (-1.8%) Est. Cost $56.38 Unrealized
CKX CKX LDS INC 0.0%
Value ($000) $99 (-26.2%) Shares 10,830 (-10.1%) Est. Cost $13.20 Unrealized -22.9%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $1,193 (-2.8%) Shares 5,430 (-2.3%) Est. Cost $171.70 Unrealized +23.8%
MOD MODINE MFG CO 0.0%
Value ($000) $336 (-9.1%) Shares 2,520 (-3.3%) Est. Cost $86.56 Unrealized +72.1%
STAG STAG INDL INC 0.0%
Value ($000) $243 (-12.2%) Shares 6,618 (-15.7%) Est. Cost $38.32 Unrealized
GSK GSK PLC 0.0%
Value ($000) $464 (+7.7%) Shares 9,462 (-5.2%) Est. Cost $38.80 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $305 (-9.8%) Shares 4,209 (-5.4%) Est. Cost $50.00 Unrealized +50.9%
GAMCO GLOBAL GOLD NAT RES & 0.0%
Value ($000) $376 (-8.1%) Shares 72,867 (-8.1%) Est. Cost $3.87 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $270 (+13.8%) Shares 1,381 (-2.8%) Est. Cost $145.70 Unrealized +24.8%
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value ($000) $363 (-8.1%) Shares 16,224 (-7.5%) Est. Cost $22.50 Unrealized
BLACKROCK SCIENCE & TECHNOLO 0.0%
Value ($000) $735 (-4.2%) Shares 32,496 (-6.1%) Est. Cost $19.64 Unrealized
ESGD ISHARES TR 0.0%
Value ($000) $206 (-13.4%) Shares 2,164 (-15.4%) Est. Cost $82.30 Unrealized
FENI FIDELITY COVINGTON TRUST 0.0%
Value ($000) $357 (-8.2%) Shares 9,767 (-11.4%) Est. Cost $29.57 Unrealized
IHF ISHARES TR 0.0%
Value ($000) $344 (-8.4%) Shares 7,173 (-5.6%) Est. Cost $78.94 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $560 (-5.3%) Shares 3,971 (-6.2%) Est. Cost $111.67 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $778 (-3.8%) Shares 17,374 (-1.5%) Est. Cost $35.39 Unrealized +29.2%
CRM SALESFORCE INC 0.1%
Value ($000) $2,941 (-1.0%) Shares 11,104 (-11.5%) Est. Cost $252.80 Unrealized -1.8%
SLB SLB LIMITED 0.0%
Value ($000) $832 (+3.7%) Shares 21,678 (-7.1%) Est. Cost $45.23 Unrealized -20.3%
IVV ISHARES TR 0.3%
Value ($000) $7,279 (+0.4%) Shares 10,628 (-1.9%) Est. Cost $566.99 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $674 (-4.1%) Shares 10,665 (-4.6%) Est. Cost $57.74 Unrealized
PKST PEAKSTONE REALTY TRUST 0.0%
Value ($000) $161 (-15.1%) Shares 11,220 (-22.4%) Est. Cost $14.52 Unrealized
MREO MEREO BIOPHARMA GROUP PLC 0.0%
Value ($000) $7 (-80.4%) Shares 16,650 (-2.9%) Est. Cost $2.34 Unrealized
QTWO Q2 HLDGS INC 0.0%
Value ($000) $488 (-5.5%) Shares 6,757 (-5.2%) Est. Cost $45.20 Unrealized +51.9%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $541 (+5.5%) Shares 4,658 (-1.0%) Est. Cost $55.54 Unrealized +99.0%
FXF INVESCO CURRENCYSHARES SWISS 0.0%
Value ($000) $629 (-4.3%) Shares 5,635 (-4.6%) Est. Cost $111.65 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $241 (-10.2%) Shares 1,708 (-12.3%) Est. Cost $129.53 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $982 (+2.8%) Shares 19,963 (-4.4%) Est. Cost $34.77 Unrealized +31.7%
PICK ISHARES INC 0.0%
Value ($000) $340 (+8.6%) Shares 6,624 (-5.9%) Est. Cost $40.84 Unrealized
DWX SPDR INDEX SHS FDS 0.0%
Value ($000) $440 (-5.7%) Shares 10,004 (-8.4%) Est. Cost $34.52 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $821 (-3.1%) Shares 7,668 (-3.7%) Est. Cost $106.91 Unrealized
USCI UNITED STS COMMODITY INDEX F 0.0%
Value ($000) $209 (-11.0%) Shares 2,692 (-10.6%) Est. Cost $66.08 Unrealized
SETM SPROTT FDS TR 0.0%
Value ($000) $262 (+10.7%) Shares 9,048 (-3.8%) Est. Cost $25.15 Unrealized
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $280 (-8.2%) Shares 3,700 (-3.0%) Est. Cost $78.64 Unrealized -4.1%
CTVA CORTEVA INC 0.0%
Value ($000) $819 (-3.0%) Shares 12,214 (-2.1%) Est. Cost $50.80 Unrealized +27.0%
VPU VANGUARD WORLD FD 0.0%
Value ($000) $609 (-3.9%) Shares 3,290 (-1.6%) Est. Cost $156.31 Unrealized
HANCOCK JOHN TAX-ADVANTAGED 0.0%
Value ($000) $329 (-7.0%) Shares 13,908 (-2.5%) Est. Cost $20.38 Unrealized
WESTERN ASSET PREMIER BD FD 0.0%
Value ($000) $144 (-14.6%) Shares 13,083 (-13.1%) Est. Cost $10.77 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $814 (+3.1%) Shares 9,925 (-5.6%) Est. Cost $79.90 Unrealized -2.5%
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $289 (-7.8%) Shares 5,840 (-5.6%) Est. Cost $48.52 Unrealized
COWZ PACER FDS TR 0.0%
Value ($000) $620 (-3.7%) Shares 10,305 (-8.0%) Est. Cost $55.69 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $553 (+4.5%) Shares 7,423 (-5.4%) Est. Cost $78.26 Unrealized -6.6%
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value ($000) $128 (-15.0%) Shares 10,272 (-12.6%) Est. Cost $13.43 Unrealized -8.0%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $417 (-5.1%) Shares 7,249 (-1.4%) Est. Cost $56.61 Unrealized +5.1%
EVSD MORGAN STANLEY ETF TRUST 0.0%
Value ($000) $246 (-8.4%) Shares 4,773 (-8.4%) Est. Cost $51.16 Unrealized
GOVI INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $733 (-3.0%) Shares 26,624 (-2.2%) Est. Cost $27.97 Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $711 (-2.9%) Shares 4,191 (-3.5%) Est. Cost $53.17 Unrealized +215.7%
CB CHUBB LIMITED 0.0%
Value ($000) $705 (+3.1%) Shares 2,259 (-6.8%) Est. Cost $252.68 Unrealized +15.7%
VRP INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $489 (-4.1%) Shares 20,078 (-2.6%) Est. Cost $23.89 Unrealized
TDAY USA TODAY CO INC 0.0%
Value ($000) $271 (-7.0%) Shares 52,543 (-25.4%) Est. Cost $2.47 Unrealized +89.9%
HGER HARBOR ETF TRUST 0.0%
Value ($000) $249 (-7.6%) Shares 10,021 (-3.9%) Est. Cost $25.80 Unrealized
CALF PACER FDS TR 0.0%
Value ($000) $224 (-8.3%) Shares 5,041 (-9.5%) Est. Cost $47.91 Unrealized
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $213 (-8.2%) Shares 1,681 (-11.3%) Est. Cost $119.64 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value ($000) $482 (+4.1%) Shares 1,375 (-4.0%) Est. Cost $490.06 Unrealized -31.3%
SOXQ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $475 (+4.0%) Shares 8,524 (-6.5%) Est. Cost $43.09 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $310 (-5.6%) Shares 7,675 (-1.4%) Est. Cost $40.35 Unrealized
UGI UGI CORP NEW 0.0%
Value ($000) $328 (-5.2%) Shares 8,762 (-15.8%) Est. Cost $24.81 Unrealized +42.8%
DES WISDOMTREE TR 0.0%
Value ($000) $333 (-5.1%) Shares 9,966 (-4.5%) Est. Cost $29.06 Unrealized
OPPJ WISDOMTREE TR 0.0%
Value ($000) $237 (+8.1%) Shares 5,118 (-2.9%) Est. Cost $41.65 Unrealized
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $245 (-6.7%) Shares 3,285 (-8.4%) Est. Cost $76.10 Unrealized -5.4%
DOUBLELINE INCOME SOLUTIONS 0.0%
Value ($000) $152 (-10.3%) Shares 13,450 (-2.3%) Est. Cost $12.55 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $448 (+4.0%) Shares 10,042 (-2.1%) Est. Cost $47.47 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $692 (+2.6%) Shares 6,924 (-2.0%) Est. Cost $68.16 Unrealized +39.0%
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $254 (-6.2%) Shares 4,034 (-4.4%) Est. Cost $62.49 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.0%
Value ($000) $518 (-3.1%) Shares 11,251 (-2.7%) Est. Cost $45.49 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $566 (-2.7%) Shares 28,001 (-1.9%) Est. Cost $17.35 Unrealized +14.1%
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $478 (-3.2%) Shares 39,730 (-5.8%) Est. Cost $12.21 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $877 (-1.7%) Shares 7,451 (-1.2%) Est. Cost $81.55 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $595 (+2.5%) Shares 3,066 (-1.2%) Est. Cost $212.95 Unrealized -11.0%
ETHO AMPLIFY ETF TR 0.0%
Value ($000) $732 (-1.9%) Shares 11,210 (-4.3%) Est. Cost $58.61 Unrealized
WWJD NORTHERN LTS FD TR IV 0.0%
Value ($000) $302 (-4.4%) Shares 8,276 (-7.6%) Est. Cost $30.75 Unrealized
MAGS LISTED FDS TR 0.0%
Value ($000) $293 (-4.4%) Shares 4,446 (-6.0%) Est. Cost $52.51 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $440 (-2.9%) Shares 2,807 (-3.7%) Est. Cost $144.38 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $203 (+7.0%) Shares 20,075 (-5.0%) Est. Cost $8.52 Unrealized
IHDG WISDOMTREE TR 0.0%
Value ($000) $298 (-4.2%) Shares 6,134 (-9.3%) Est. Cost $40.27 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $311 (+4.3%) Shares 3,923 (-3.9%) Est. Cost $60.70 Unrealized +26.2%
SPYV SPDR SERIES TRUST 0.1%
Value ($000) $1,211 (-1.0%) Shares 21,316 (-3.6%) Est. Cost $50.39 Unrealized
BILS SPDR SERIES TRUST 0.0%
Value ($000) $407 (-3.0%) Shares 4,106 (-2.7%) Est. Cost $99.34 Unrealized
SMB VANECK ETF TRUST 0.0%
Value ($000) $216 (-5.1%) Shares 12,405 (-5.1%) Est. Cost $17.00 Unrealized
INFY INFOSYS LTD 0.0%
Value ($000) $320 (-3.5%) Shares 17,932 (-11.9%) Est. Cost $17.07 Unrealized
BTG B2GOLD CORP 0.0%
Value ($000) $74 (-13.4%) Shares 16,458 (-4.9%) Est. Cost $2.75 Unrealized +69.3%
WAB WABTEC 0.0%
Value ($000) $381 (+3.0%) Shares 1,787 (-3.2%) Est. Cost $136.64 Unrealized +50.3%
RDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $497 (+2.2%) Shares 7,153 (-1.0%) Est. Cost $56.90 Unrealized
TRX TRX GOLD CORPORATION 0.0%
Value ($000) $21 (-33.4%) Shares 23,020 (-54.9%) Est. Cost $0.36 Unrealized +104.2%
SRE SEMPRA 0.0%
Value ($000) $227 (-4.4%) Shares 2,570 (-2.5%) Est. Cost $79.82 Unrealized +13.4%
FVD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $431 (-2.3%) Shares 9,362 (-1.9%) Est. Cost $42.45 Unrealized
JXN JACKSON FINANCIAL INC 0.0%
Value ($000) $327 (+3.1%) Shares 3,071 (-2.1%) Est. Cost $82.01 Unrealized +20.6%
FLG FLAGSTAR BANK NATIONAL ASSOC 0.0%
Value ($000) $368 (-2.6%) Shares 29,256 (-10.6%) Est. Cost $10.63 Unrealized +12.4%
SPB SPECTRUM BRANDS HLDGS INC NE 0.0%
Value ($000) $218 (+4.7%) Shares 3,686 (-6.9%) Est. Cost $81.63 Unrealized -31.1%
PSMT PRICESMART INC 0.0%
Value ($000) $554 (-1.7%) Shares 4,513 (-2.9%) Est. Cost $76.27 Unrealized +59.3%
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $230 (-3.9%) Shares 17,346 (-2.6%) Est. Cost $13.41 Unrealized
AHR AMERICAN HEALTHCARE REIT INC 0.0%
Value ($000) $252 (-3.5%) Shares 5,347 (-13.9%) Est. Cost $26.10 Unrealized
RIVERNORTH MANAGED DUR MUN I 0.0%
Value ($000) $142 (-6.0%) Shares 10,423 (-2.3%) Est. Cost $13.43 Unrealized
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $250 (+3.6%) Shares 5,623 (-6.1%) Est. Cost $27.33 Unrealized +50.6%
GSIE GOLDMAN SACHS ETF TR 0.0%
Value ($000) $831 (-1.0%) Shares 19,362 (-5.3%) Est. Cost $31.20 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $202 (-4.1%) Shares 2,100 (-5.1%) Est. Cost $95.20 Unrealized
AQST AQUESTIVE THERAPEUTICS INC 0.0%
Value ($000) $225 (+3.9%) Shares 34,801 (-10.1%) Est. Cost $3.33 Unrealized +86.9%
ABUS ARBUTUS BIOPHARMA CORP 0.0%
Value ($000) $53 (-13.7%) Shares 11,000 (-18.5%) Est. Cost $2.59 Unrealized +73.6%
SLDP SOLID POWER INC 0.0%
Value ($000) $49 (-14.6%) Shares 11,500 (-30.3%) Est. Cost $1.48 Unrealized +273.8%
PBYI PUMA BIOTECHNOLOGY INC 0.0%
Value ($000) $71 (-10.4%) Shares 12,000 (-20.0%) Est. Cost $3.13 Unrealized +69.7%
SPYX SPDR SERIES TRUST 0.1%
Value ($000) $1,395 (+0.6%) Shares 24,830 (-1.8%) Est. Cost $38.31 Unrealized
FAN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $361 (+2.3%) Shares 17,652 (-4.0%) Est. Cost $17.69 Unrealized
IDV ISHARES TR 0.0%
Value ($000) $556 (+1.5%) Shares 14,092 (-6.0%) Est. Cost $28.28 Unrealized
IQLT ISHARES TR 0.0%
Value ($000) $939 (+0.9%) Shares 20,658 (-1.9%) Est. Cost $38.02 Unrealized
XPO XPO INC 0.0%
Value ($000) $375 (+2.2%) Shares 2,761 (-2.8%) Est. Cost $107.26 Unrealized +27.0%
BALL BALL CORP 0.0%
Value ($000) $311 (+2.6%) Shares 5,876 (-2.3%) Est. Cost $51.96 Unrealized -5.5%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $202 (-3.7%) Shares 8,439 (-6.8%) Est. Cost $19.79 Unrealized +14.5%
BRSP BRIGHTSPIRE CAPITAL INC 0.0%
Value ($000) $208 (-3.6%) Shares 37,140 (-6.5%) Est. Cost $6.84 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $244 (-3.0%) Shares 1,166 (-2.9%) Est. Cost $209.32 Unrealized
MITK MITEK SYS INC 0.0%
Value ($000) $288 (+2.4%) Shares 27,300 (-5.2%) Est. Cost $12.26 Unrealized -22.9%
ALB ALBEMARLE CORP 0.0%
Value ($000) $411 (+1.6%) Shares 2,908 (-41.7%) Est. Cost $76.57 Unrealized +47.9%
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $476 (+1.2%) Shares 4,665 (-2.1%) Est. Cost $44.21 Unrealized +134.4%
GCT GIGACLOUD TECHNOLOGY INC 0.0%
Value ($000) $238 (+2.4%) Shares 6,050 (-25.9%) Est. Cost $26.08 Unrealized +26.8%
PECO PHILLIPS EDISON & CO INC 0.0%
Value ($000) $1,060 (+0.5%) Shares 29,797 (-3.0%) Est. Cost $35.18 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $782 (+0.7%) Shares 10,370 (-2.0%) Est. Cost $62.69 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value ($000) $1,237 (+0.4%) Shares 4,493 (-13.9%) Est. Cost $87.67 Unrealized +195.3%
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $65 (+8.0%) Shares 12,313 (-7.5%) Est. Cost $2.89 Unrealized
GROY GOLD ROYALTY CORP 0.0%
Value ($000) $70 (-6.2%) Shares 17,353 (-10.3%) Est. Cost $1.75 Unrealized +118.1%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $350 (+1.3%) Shares 5,462 (-5.7%) Est. Cost $59.61 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $813 (-0.5%) Shares 1,830 (-2.6%) Est. Cost $272.33 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $395 (-1.0%) Shares 15,048 (-3.0%) Est. Cost $23.83 Unrealized
RVP RETRACTABLE TECHNOLOGIES INC 0.0%
Value ($000) $20 (-15.8%) Shares 26,250 (-8.2%) Est. Cost $0.93 Unrealized -7.2%
PAVE GLOBAL X FDS 0.0%
Value ($000) $313 (-1.2%) Shares 6,549 (-1.5%) Est. Cost $38.33 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $405 (+0.9%) Shares 3,732 (-6.9%) Est. Cost $77.24 Unrealized +31.4%
ARKX ARK ETF TR 0.0%
Value ($000) $915 (-0.4%) Shares 31,581 (-1.8%) Est. Cost $14.43 Unrealized
ARKQ ARK ETF TR 0.0%
Value ($000) $343 (-0.9%) Shares 2,988 (-3.6%) Est. Cost $89.17 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $298 (-1.0%) Shares 4,480 (-1.8%) Est. Cost $67.82 Unrealized -3.2%
DLN WISDOMTREE TR 0.0%
Value ($000) $806 (-0.3%) Shares 9,155 (-1.5%) Est. Cost $62.89 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $452 (-0.6%) Shares 3,246 (-3.2%) Est. Cost $94.69 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $638 (-0.4%) Shares 3,595 (-2.0%) Est. Cost $148.27 Unrealized
KIE SPDR SERIES TRUST 0.0%
Value ($000) $340 (-0.7%) Shares 5,650 (-2.1%) Est. Cost $47.77 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $275 (+0.8%) Shares 21,751 (-2.1%) Est. Cost $13.25 Unrealized
HGV HILTON GRAND VACATIONS INC 0.0%
Value ($000) $263 (+0.8%) Shares 5,875 (-5.8%) Est. Cost $43.70 Unrealized -2.8%
VFLO VICTORY PORTFOLIOS II 0.0%
Value ($000) $361 (+0.5%) Shares 9,156 (-4.3%) Est. Cost $33.60 Unrealized
SRPT SAREPTA THERAPEUTICS INC 0.0%
Value ($000) $474 (+0.3%) Shares 22,043 (-10.2%) Est. Cost $128.41 Unrealized -83.6%
ESGE ISHARES INC 0.0%
Value ($000) $691 (-0.2%) Shares 15,637 (-1.9%) Est. Cost $31.82 Unrealized
IXN ISHARES TR 0.0%
Value ($000) $329 (-0.3%) Shares 3,132 (-2.0%) Est. Cost $92.60 Unrealized
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $213 (+0.5%) Shares 3,654 (-2.0%) Est. Cost $56.49 Unrealized -2.3%
BOTZ GLOBAL X FDS 0.0%
Value ($000) $350 (-0.2%) Shares 9,667 (-2.4%) Est. Cost $32.17 Unrealized
NAK NORTHERN DYNASTY MINERALS LT 0.0%
Value ($000) $26 (+1.9%) Shares 13,081 (-37.9%) Est. Cost $0.70 Unrealized +176.7%
MTB M & T BK CORP 0.0%
Value ($000) $487 (+0.1%) Shares 2,417 (-1.9%) Est. Cost $126.04 Unrealized +50.8%
IUSG ISHARES TR 0.1%
Value ($000) $1,081 (-0.0%) Shares 6,439 (-2.0%) Est. Cost $91.46 Unrealized

Unchanged Positions (216)

META META PLATFORMS INC 1.4%
Value ($000) $29,269 Shares 44,341 Est. Cost $375.25 Unrealized +77.8%
MRK MERCK & CO INC 0.3%
Value ($000) $6,636 Shares 63,042 Est. Cost $108.60 Unrealized -14.1%
TSLA TESLA INC 2.9%
Value ($000) $61,603 Shares 136,981 Est. Cost $199.77 Unrealized +121.9%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $17,316 Shares 143,895 Est. Cost $99.56 Unrealized +16.0%
T AT&T INC 0.3%
Value ($000) $6,455 Shares 259,871 Est. Cost $15.91 Unrealized +58.9%
PHYS SPROTT ASSET MANAGEMENT LP 0.4%
Value ($000) $8,548 Shares 258,864 Est. Cost $17.66 Unrealized
NVDA NVIDIA CORPORATION 3.7%
Value ($000) $77,523 Shares 415,673 Est. Cost $100.49 Unrealized +85.2%
JPM JPMORGAN CHASE & CO. 1.0%
Value ($000) $21,959 Shares 68,149 Est. Cost $158.78 Unrealized +94.9%
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value ($000) $12,944 Shares 43,698 Est. Cost $149.44 Unrealized +99.9%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $2,529 Shares 4,465 Est. Cost $375.31 Unrealized +41.9%
WLYB WILEY JOHN & SONS INC 0.1%
Value ($000) $1,632 Shares 53,513 Est. Cost $34.07 Unrealized +4.2%
BX BLACKSTONE INC 0.2%
Value ($000) $3,997 Shares 25,932 Est. Cost $108.23 Unrealized +39.9%
V VISA INC 0.5%
Value ($000) $10,533 Shares 30,032 Est. Cost $255.84 Unrealized +33.0%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $3,339 Shares 18,128 Est. Cost $154.61 Unrealized +30.5%
MS MORGAN STANLEY 0.1%
Value ($000) $3,156 Shares 17,780 Est. Cost $82.17 Unrealized +102.6%
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $11,943 Shares 35,622 Est. Cost $252.40 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $3,919 Shares 21,371 Est. Cost $92.90 Unrealized +86.6%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $2,190 Shares 8,513 Est. Cost $229.44 Unrealized +15.4%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $1,465 Shares 16,064 Est. Cost $90.91 Unrealized +7.5%
FNF FIDELITY NATIONAL FINANCIAL 0.1%
Value ($000) $2,470 Shares 45,241 Est. Cost $56.05 Unrealized -2.3%
PEP PEPSICO INC 0.5%
Value ($000) $10,379 Shares 72,316 Est. Cost $154.04 Unrealized -5.3%
TGEN TECOGEN INC NEW 0.0%
Value ($000) $309 Shares 62,523 Est. Cost $4.01 Unrealized +87.3%
ETN EATON CORP PLC 0.1%
Value ($000) $1,365 Shares 4,286 Est. Cost $194.11 Unrealized +82.6%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $3,854 Shares 48,005 Est. Cost $59.43 Unrealized +38.8%
HON HONEYWELL INTL INC 0.1%
Value ($000) $2,385 Shares 12,227 Est. Cost $182.73 Unrealized +6.7%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $919 Shares 3,550 Est. Cost $205.97 Unrealized +28.3%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $2,348 Shares 4,493 Est. Cost $433.25 Unrealized +14.1%
DSI ISHARES TR 0.6%
Value ($000) $12,043 Shares 93,481 Est. Cost $84.25 Unrealized
VHT VANGUARD WORLD FD 0.1%
Value ($000) $1,493 Shares 5,187 Est. Cost $265.26 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $6,996 Shares 45,900 Est. Cost $141.79 Unrealized +6.8%
ED CONSOLIDATED EDISON INC 0.3%
Value ($000) $6,334 Shares 63,772 Est. Cost $84.59 Unrealized +16.8%
WAT WATERS CORP 0.0%
Value ($000) $602 Shares 1,584 Est. Cost $313.88 Unrealized +17.2%
PPLT ABRDN PLATINUM ETF TRUST 0.0%
Value ($000) $550 Shares 2,950 Est. Cost $85.03 Unrealized
XYLD GLOBAL X FDS 0.2%
Value ($000) $3,637 Shares 89,513 Est. Cost $40.34 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value ($000) $2,636 Shares 22,426 Est. Cost $44.16 Unrealized +142.5%
LOW LOWES COS INC 0.1%
Value ($000) $2,584 Shares 10,714 Est. Cost $219.14 Unrealized +9.4%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $473 Shares 9,026 Est. Cost $63.48 Unrealized -5.7%
KLAC KLA CORP 0.0%
Value ($000) $1,003 Shares 826 Est. Cost $517.71 Unrealized +126.4%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $569 Shares 1,483 Est. Cost $337.12 Unrealized +18.9%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $863 Shares 1,939 Est. Cost $458.98 Unrealized +0.7%
IBB ISHARES TR 0.0%
Value ($000) $731 Shares 4,329 Est. Cost $134.85 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $1,711 Shares 13,108 Est. Cost $131.54 Unrealized +1.3%
FNV FRANCO NEV CORP 0.1%
Value ($000) $1,484 Shares 7,159 Est. Cost $113.31 Unrealized +79.0%
SLVR SPROTT FDS TR 0.0%
Value ($000) $422 Shares 7,571 Est. Cost $29.84 Unrealized
OMF ONEMAIN HLDGS INC 0.0%
Value ($000) $512 Shares 7,586 Est. Cost $48.54 Unrealized +25.3%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $2,272 Shares 28,299 Est. Cost $58.70 Unrealized +38.1%
SYK STRYKER CORPORATION 0.1%
Value ($000) $1,774 Shares 5,046 Est. Cost $283.59 Unrealized +28.2%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $2,084 Shares 12,801 Est. Cost $133.59 Unrealized +26.4%
PSI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $698 Shares 8,847 Est. Cost $56.53 Unrealized
ARKW ARK ETF TR 0.0%
Value ($000) $399 Shares 2,700 Est. Cost $85.98 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $864 Shares 8,190 Est. Cost $75.55 Unrealized +45.9%
NUVEEN CA QUALTY MUN INCOME 0.1%
Value ($000) $2,231 Shares 188,895 Est. Cost $11.02 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value ($000) $1,242 Shares 18,447 Est. Cost $53.09 Unrealized +31.0%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $4,919 Shares 30,668 Est. Cost $91.24 Unrealized +68.3%
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $920 Shares 14,307 Est. Cost $44.68 Unrealized +49.7%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $947 Shares 4,242 Est. Cost $198.43 Unrealized +14.5%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $364 Shares 1,172 Est. Cost $238.33 Unrealized +19.7%
REAVES UTIL INCOME FD 0.0%
Value ($000) $632 Shares 17,264 Est. Cost $29.56 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $529 Shares 1,952 Est. Cost $198.98 Unrealized +26.0%
BEP BROOKFIELD RENEWABLE PARTNER 0.1%
Value ($000) $1,422 Shares 52,726 Est. Cost $30.51 Unrealized
SAP SAP SE 0.0%
Value ($000) $545 Shares 2,243 Est. Cost $141.84 Unrealized
IVR INVESCO MORTGAGE CAPITAL INC 0.0%
Value ($000) $538 Shares 63,919 Est. Cost $8.69 Unrealized
TFII TFI INTL INC 0.0%
Value ($000) $335 Shares 3,237 Est. Cost $143.03 Unrealized -34.9%
MMM 3M CO 0.1%
Value ($000) $2,335 Shares 14,583 Est. Cost $80.80 Unrealized +101.9%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $2,144 Shares 8,311 Est. Cost $224.86 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $487 Shares 2,726 Est. Cost $107.66 Unrealized +73.9%
H HYATT HOTELS CORP 0.0%
Value ($000) $406 Shares 2,529 Est. Cost $139.85 Unrealized +9.5%
ECL ECOLAB INC 0.0%
Value ($000) $1,006 Shares 3,830 Est. Cost $166.12 Unrealized +60.0%
NUGT DIREXION SHS ETF TR 0.0%
Value ($000) $276 Shares 1,500 Est. Cost $154.44 Unrealized
IHI ISHARES TR 0.1%
Value ($000) $1,544 Shares 24,845 Est. Cost $53.92 Unrealized
NTWK NETSOL TECHNOLOGIES INC 0.0%
Value ($000) $76 Shares 25,000 Est. Cost $2.63 Unrealized +38.8%
ALL ALLSTATE CORP 0.1%
Value ($000) $1,240 Shares 5,956 Est. Cost $154.37 Unrealized +32.2%
ARDX ARDELYX INC 0.0%
Value ($000) $804 Shares 137,860 Est. Cost $3.49 Unrealized +59.8%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $729 Shares 9,425 Est. Cost $65.73 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $1,038 Shares 37,755 Est. Cost $15.27 Unrealized +76.2%
HURA TUHURA BIOSCIENCES INC 0.0%
Value ($000) $18 Shares 23,411 Est. Cost $2.63 Unrealized -27.3%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $1,049 Shares 3,617 Est. Cost $210.56 Unrealized +33.3%
WMS ADVANCED DRAIN SYS INC DEL 0.0%
Value ($000) $941 Shares 6,498 Est. Cost $89.28 Unrealized +62.1%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $1,257 Shares 19,341 Est. Cost $55.57 Unrealized +20.3%
SHEL SHELL PLC 0.1%
Value ($000) $1,559 Shares 21,218 Est. Cost $63.96 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $377 Shares 7,902 Est. Cost $40.23 Unrealized +13.9%
GIII G III APPAREL GROUP LTD 0.0%
Value ($000) $463 Shares 16,000 Est. Cost $15.62 Unrealized +82.4%
LVHI LEGG MASON ETF INVT 0.0%
Value ($000) $604 Shares 16,407 Est. Cost $31.51 Unrealized
TR TOOTSIE ROLL INDS INC 0.0%
Value ($000) $251 Shares 6,859 Est. Cost $31.20 Unrealized +25.1%
IWD ISHARES TR 0.1%
Value ($000) $1,165 Shares 5,538 Est. Cost $156.45 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $169 Shares 21,690 Est. Cost $1.56 Unrealized +426.8%
NDAQ NASDAQ INC 0.0%
Value ($000) $359 Shares 3,697 Est. Cost $69.44 Unrealized +29.2%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $4,433 Shares 9,086 Est. Cost $365.21 Unrealized
VICI VICI PPTYS INC 0.0%
Value ($000) $211 Shares 7,506 Est. Cost $29.38 Unrealized -0.3%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $325 Shares 1,873 Est. Cost $147.35 Unrealized +23.6%
HTGC HERCULES CAPITAL INC 0.1%
Value ($000) $2,091 Shares 111,111 Est. Cost $17.40 Unrealized +3.7%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $324 Shares 4,743 Est. Cost $46.87 Unrealized +50.1%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $236 Shares 1,781 Est. Cost $115.29 Unrealized +27.0%
REGL PROSHARES TR 0.1%
Value ($000) $1,793 Shares 21,291 Est. Cost $71.72 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $371 Shares 4,402 Est. Cost $66.92 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $1,958 Shares 4,137 Est. Cost $339.63 Unrealized
LIND LINDBLAD EXPEDITIONS HLDGS I 0.0%
Value ($000) $235 Shares 16,300 Est. Cost $9.21 Unrealized +37.0%
MKL MARKEL GROUP INC 0.0%
Value ($000) $236 Shares 110 Est. Cost $1839.75 Unrealized +10.1%
MCY MERCURY GENL CORP NEW 0.0%
Value ($000) $255 Shares 2,713 Est. Cost $73.79 Unrealized +17.6%
BHP BHP GROUP LTD 0.0%
Value ($000) $311 Shares 5,147 Est. Cost $55.75 Unrealized
AM ANTERO MIDSTREAM CORP 0.0%
Value ($000) $261 Shares 14,699 Est. Cost $17.58 Unrealized +1.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $324 Shares 999 Est. Cost $318.59 Unrealized +4.9%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $625 Shares 3,830 Est. Cost $113.77 Unrealized +41.7%
TRGP TARGA RES CORP 0.0%
Value ($000) $230 Shares 1,248 Est. Cost $175.16 Unrealized -4.0%
SCM STELLUS CAP INVT CORP 0.0%
Value ($000) $883 Shares 69,645 Est. Cost $13.15 Unrealized -6.7%
IYH ISHARES TR 0.0%
Value ($000) $226 Shares 3,479 Est. Cost $58.72 Unrealized
AVDE AMERICAN CENTY ETF TR 0.0%
Value ($000) $425 Shares 5,158 Est. Cost $64.12 Unrealized
OI O-I GLASS INC 0.0%
Value ($000) $172 Shares 11,625 Est. Cost $13.64 Unrealized -3.0%
IQQQ PROSHARES TR 0.1%
Value ($000) $2,834 Shares 63,721 Est. Cost $41.35 Unrealized
SUSL ISHARES TR 0.0%
Value ($000) $568 Shares 4,686 Est. Cost $95.58 Unrealized
RYAN RYAN SPECIALTY HOLDINGS INC 0.0%
Value ($000) $208 Shares 4,028 Est. Cost $69.02 Unrealized -20.5%
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $369 Shares 5,962 Est. Cost $39.40 Unrealized +43.9%
PIMCO CORPORATE & INCM STRG 0.0%
Value ($000) $367 Shares 28,782 Est. Cost $13.80 Unrealized
CACC CREDIT ACCEP CORP MICH 0.0%
Value ($000) $333 Shares 750 Est. Cost $495.00 Unrealized -6.4%
EVX VANECK ETF TRUST 0.0%
Value ($000) $826 Shares 21,600 Est. Cost $58.04 Unrealized
BROOKFIELD REAL ASSETS INCOM 0.0%
Value ($000) $456 Shares 35,155 Est. Cost $12.93 Unrealized
NOBL PROSHARES TR 0.2%
Value ($000) $3,227 Shares 31,010 Est. Cost $95.04 Unrealized
SLQT SELECTQUOTE INC 0.0%
Value ($000) $42 Shares 29,760 Est. Cost $2.62 Unrealized -36.3%
CQP CHENIERE ENERGY PARTNERS LP 0.1%
Value ($000) $1,215 Shares 22,721 Est. Cost $51.10 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $364 Shares 4,178 Est. Cost $61.85 Unrealized +39.6%
WBS WEBSTER FINL CORP 0.0%
Value ($000) $254 Shares 4,033 Est. Cost $46.13 Unrealized +28.7%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $393 Shares 1,361 Est. Cost $224.62 Unrealized +28.5%
COPY RBB FUND TRUST 0.0%
Value ($000) $280 Shares 21,700 Est. Cost $12.31 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $618 Shares 22,980 Est. Cost $24.44 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $635 Shares 2,019 Est. Cost $240.75 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $4,905 Shares 8,592 Est. Cost $431.82 Unrealized +29.4%
IYT ISHARES TR 0.0%
Value ($000) $382 Shares 5,129 Est. Cost $65.40 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP 0.0%
Value ($000) $299 Shares 5,701 Est. Cost $45.59 Unrealized
BZUN BAOZUN INC 0.0%
Value ($000) $27 Shares 10,200 Est. Cost $2.30 Unrealized
CWT CALIFORNIA WTR SVC GROUP 0.0%
Value ($000) $287 Shares 6,632 Est. Cost $53.68 Unrealized -15.9%
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $530 Shares 5,324 Est. Cost $78.72 Unrealized
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $138 Shares 11,774 Est. Cost $8.31 Unrealized +33.6%
NULV NUSHARES ETF TR 0.0%
Value ($000) $506 Shares 11,224 Est. Cost $39.07 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $386 Shares 14,256 Est. Cost $20.60 Unrealized +23.1%
RNG RINGCENTRAL INC 0.0%
Value ($000) $679 Shares 23,506 Est. Cost $31.82 Unrealized -10.5%
COHEN & STEERS QUALITY INCOM 0.0%
Value ($000) $147 Shares 12,849 Est. Cost $12.45 Unrealized
SDY SPDR SERIES TRUST 0.1%
Value ($000) $2,995 Shares 21,519 Est. Cost $129.29 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $294 Shares 2,939 Est. Cost $86.72 Unrealized +17.6%
FSM FORTUNA MNG CORP 0.0%
Value ($000) $133 Shares 13,579 Est. Cost $7.30 Unrealized +23.3%
GEN GEN DIGITAL INC 0.0%
Value ($000) $270 Shares 9,928 Est. Cost $21.99 Unrealized +22.1%
FCCO FIRST CMNTY CORP S C 0.0%
Value ($000) $228 Shares 7,675 Est. Cost $26.09 Unrealized +7.8%
L LOEWS CORP 0.0%
Value ($000) $228 Shares 2,160 Est. Cost $82.15 Unrealized +25.6%
FBRT FRANKLIN BSP RLTY TR INC 0.0%
Value ($000) $144 Shares 14,315 Est. Cost $10.69 Unrealized
SNPE DBX ETF TR 0.0%
Value ($000) $281 Shares 4,495 Est. Cost $55.31 Unrealized
DON WISDOMTREE TR 0.0%
Value ($000) $494 Shares 9,582 Est. Cost $42.75 Unrealized
BCPC BALCHEM CORP 0.0%
Value ($000) $460 Shares 3,000 Est. Cost $146.61 Unrealized +3.5%
RPV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $250 Shares 2,422 Est. Cost $88.31 Unrealized
ONEQ FIDELITY COMWLTH TR 0.0%
Value ($000) $387 Shares 4,230 Est. Cost $68.41 Unrealized
CRDF CARDIFF ONCOLOGY INC 0.0%
Value ($000) $35 Shares 12,501 Est. Cost $2.88 Unrealized -19.4%
BWA BORGWARNER INC 0.0%
Value ($000) $329 Shares 7,293 Est. Cost $30.35 Unrealized +44.0%
PKB INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $275 Shares 2,972 Est. Cost $78.78 Unrealized
TRMB TRIMBLE INC 0.0%
Value ($000) $209 Shares 2,672 Est. Cost $67.18 Unrealized +18.6%
BANK AMERICA CORP 0.0%
Value ($000) $391 Shares 312 Est. Cost $1198.99 Unrealized
MCB METROPOLITAN BK HLDG CORP 0.0%
Value ($000) $395 Shares 5,168 Est. Cost $59.63 Unrealized +23.9%
XJH ISHARES TR 0.0%
Value ($000) $343 Shares 7,687 Est. Cost $41.41 Unrealized
VEGN ETF SER SOLUTIONS 0.0%
Value ($000) $334 Shares 5,494 Est. Cost $44.69 Unrealized
BWEN BROADWIND INC 0.0%
Value ($000) $28 Shares 10,000 Est. Cost $2.45 Unrealized +6.9%
BMI BADGER METER INC 0.0%
Value ($000) $330 Shares 1,891 Est. Cost $117.36 Unrealized +53.2%
NJR NEW JERSEY RES CORP 0.0%
Value ($000) $204 Shares 4,422 Est. Cost $45.70 Unrealized +0.3%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $366 Shares 2,186 Est. Cost $119.04 Unrealized +44.7%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $409 Shares 743 Est. Cost $266.24 Unrealized +109.5%
RIVERNORTH MANAGED DUR MUN I 0.0%
Value ($000) $187 Shares 12,864 Est. Cost $16.03 Unrealized
NUSC NUSHARES ETF TR 0.0%
Value ($000) $330 Shares 7,395 Est. Cost $36.35 Unrealized
BGC BGC GROUP INC 0.0%
Value ($000) $101 Shares 11,267 Est. Cost $7.30 Unrealized +23.3%
MGV VANGUARD WORLD FD 0.0%
Value ($000) $232 Shares 1,644 Est. Cost $137.76 Unrealized
WELLS FARGO CO NEW 0.0%
Value ($000) $303 Shares 250 Est. Cost $1219.35 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $265 Shares 2,406 Est. Cost $110.05 Unrealized
CATH GLOBAL X FDS 0.0%
Value ($000) $381 Shares 4,628 Est. Cost $66.94 Unrealized
BLACKROCK MUNIHLDGS NJ QLTY 0.0%
Value ($000) $206 Shares 17,273 Est. Cost $11.56 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $1,293 Shares 8,546 Est. Cost $130.12 Unrealized +13.5%
EEMA ISHARES INC 0.0%
Value ($000) $216 Shares 2,300 Est. Cost $91.75 Unrealized
INVESCO TR INVT GRADE NEW YO 0.0%
Value ($000) $119 Shares 10,300 Est. Cost $10.47 Unrealized
WESTERN ASSET MUN HIGH INCOM 0.0%
Value ($000) $99 Shares 14,337 Est. Cost $7.23 Unrealized
ADAM NAT RES FD INC 0.0%
Value ($000) $321 Shares 14,750 Est. Cost $22.79 Unrealized
AUGU AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $270 Shares 9,155 Est. Cost $28.99 Unrealized
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $533 Shares 2,395 Est. Cost $194.05 Unrealized +22.6%
WESTERN ASSET HIGH INCOM FD 0.0%
Value ($000) $92 Shares 22,066 Est. Cost $4.47 Unrealized
IMUX IMMUNIC INC 0.0%
Value ($000) $6 Shares 10,500 Est. Cost $1.42 Unrealized -48.5%
DIV GLOBAL X FDS 0.0%
Value ($000) $195 Shares 11,270 Est. Cost $17.48 Unrealized
TRP TC ENERGY CORP 0.0%
Value ($000) $276 Shares 5,016 Est. Cost $41.37 Unrealized +29.0%
BLACKROCK LONG-TERM MUN ADVA 0.0%
Value ($000) $121 Shares 13,062 Est. Cost $10.62 Unrealized
VAW VANGUARD WORLD FD 0.0%
Value ($000) $203 Shares 979 Est. Cost $204.79 Unrealized
SUSB ISHARES TR 0.0%
Value ($000) $228 Shares 9,045 Est. Cost $25.16 Unrealized
SDG ISHARES TR 0.0%
Value ($000) $227 Shares 2,700 Est. Cost $78.70 Unrealized
BRANDYWINEGBL GBL INCM OPP F 0.0%
Value ($000) $102 Shares 12,177 Est. Cost $8.36 Unrealized
ERTH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $281 Shares 5,948 Est. Cost $48.62 Unrealized
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $40 Shares 15,599 Est. Cost $3.53 Unrealized -28.0%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $227 Shares 3,087 Est. Cost $76.59 Unrealized -3.9%
JGRO J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $258 Shares 2,785 Est. Cost $86.87 Unrealized
VOYA GLBL EQTY DIV & PREM OP 0.0%
Value ($000) $64 Shares 11,121 Est. Cost $5.42 Unrealized
AMBP ARDAGH METAL PACKAGING S A 0.0%
Value ($000) $83 Shares 20,307 Est. Cost $3.01 Unrealized +26.1%
IMCB ISHARES TR 0.0%
Value ($000) $509 Shares 6,154 Est. Cost $74.79 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $415 Shares 82,956 Est. Cost $4.57 Unrealized
PSQH/WS PSQ HOLDINGS INC 0.0%
Value ($000) $2 Shares 18,359 Est. Cost $0.65 Unrealized
VIS VANGUARD WORLD FD 0.0%
Value ($000) $218 Shares 730 Est. Cost $279.93 Unrealized
VIRTUS EQUITY & CONV INCM FD 0.0%
Value ($000) $373 Shares 14,965 Est. Cost $23.30 Unrealized
AMX AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $207 Shares 9,991 Est. Cost $21.00 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $911 Shares 12,395 Est. Cost $66.17 Unrealized +6.5%
APLE APPLE HOSPITALITY REIT INC 0.0%
Value ($000) $164 Shares 13,806 Est. Cost $15.94 Unrealized
MFS MUN INCOME TR 0.0%
Value ($000) $148 Shares 27,176 Est. Cost $5.39 Unrealized
CREDIT SUISSE HIGH YIELD CRE 0.0%
Value ($000) $45 Shares 22,630 Est. Cost $2.02 Unrealized
THO THOR INDS INC 0.0%
Value ($000) $201 Shares 1,959 Est. Cost $99.75 Unrealized +3.5%
VCR VANGUARD WORLD FD 0.0%
Value ($000) $253 Shares 641 Est. Cost $366.17 Unrealized
XJR ISHARES TR 0.0%
Value ($000) $266 Shares 6,258 Est. Cost $41.52 Unrealized
MORGAN STANLEY EMERGING MKTS 0.0%
Value ($000) $119 Shares 22,000 Est. Cost $4.75 Unrealized
FEDERATED HERMES PREM MUNI I 0.0%
Value ($000) $174 Shares 15,700 Est. Cost $11.04 Unrealized
ANGEL OAK FINL STRATEGIES IN 0.0%
Value ($000) $133 Shares 10,080 Est. Cost $13.11 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $219 Shares 2,824 Est. Cost $68.94 Unrealized +10.9%
JPLD J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $278 Shares 5,303 Est. Cost $51.78 Unrealized
MFS HIGH INCOME MUN TR 0.0%
Value ($000) $128 Shares 34,700 Est. Cost $3.72 Unrealized
BLACKROCK MUNIYIELD N Y QUAL 0.0%
Value ($000) $114 Shares 11,544 Est. Cost $10.07 Unrealized
EWT ISHARES INC 0.0%
Value ($000) $324 Shares 5,100 Est. Cost $48.68 Unrealized
CLIP GLOBAL X FDS 0.0%
Value ($000) $340 Shares 3,395 Est. Cost $100.48 Unrealized
BMO BANK MONTREAL QUE 0.0%
Value ($000) $219 Shares 1,688 Est. Cost $118.02 Unrealized +7.3%
GLDG GOLDMINING INC 0.0%
Value ($000) $19 Shares 15,500 Est. Cost $0.84 Unrealized +66.9%
HDV ISHARES TR 0.1%
Value ($000) $1,425 Shares 11,718 Est. Cost $110.92 Unrealized