Concurrent Investment Advisors, LLC Diversified Active

Location: Tampa, FL

CIK: 0002001015 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 27, 2026

Total Value: $11.75B (100.0% shares, 0.0% debt)

Holdings (2,097)

New Positions (309)

FPXI FIRST TR EXCHANGE-TRADED FD 0.3%
Value $34.26M Shares 409,072 Est. Cost $83.74 Unrealized
IFV FIRST TR EXCHANGE TRADED FD 0.3%
Value $32.72M Shares 1,215,007 Est. Cost $26.93 Unrealized
FEAC FIDELITY COVINGTON TRUST 0.2%
Value $22.26M Shares 688,161 Est. Cost $32.34 Unrealized
VTC VANGUARD SCOTTSDALE FDS 0.1%
Value $10.45M Shares 136,096 Est. Cost $76.80 Unrealized
FWD AB ACTIVE ETFS INC 0.1%
Value $9.523M Shares 64,294 Est. Cost $148.12 Unrealized
CCL CARNIVAL CORP LTD 0.1%
Value $9.442M Shares 330,491 Est. Cost $28.57 Unrealized
MMIT NEW YORK LIFE INVTS ACTIVE E 0.1%
Value $8.719M Shares 358,065 Est. Cost $24.35 Unrealized
SPCX SPACE EXPLORATION TECHN CORP 0.1%
Value $8.613M Shares 50,410 Est. Cost $170.86 Unrealized
IBDS ISHARES TR 0.1%
Value $8.109M Shares 334,825 Est. Cost $24.22 Unrealized
SMMD ISHARES TR 0.1%
Value $7.975M Shares 87,039 Est. Cost $91.63 Unrealized
CORO BLACKROCK ETF TRUST 0.1%
Value $7.563M Shares 206,647 Est. Cost $36.60 Unrealized
IBDV ISHARES TR 0.1%
Value $7.49M Shares 343,567 Est. Cost $21.80 Unrealized
HON HONEYWELL INTL INC 0.1%
Value $6.857M Shares 30,622 Est. Cost $223.91 Unrealized
HONA HONEYWELL AEROSPACE INC 0.1%
Value $6.777M Shares 30,653 Est. Cost $221.08 Unrealized
IBDW ISHARES TR 0.1%
Value $6.604M Shares 316,874 Est. Cost $20.84 Unrealized
IBDX ISHARES TR 0.1%
Value $6.362M Shares 252,548 Est. Cost $25.19 Unrealized
IBDY ISHARES TR 0.1%
Value $6.359M Shares 247,004 Est. Cost $25.75 Unrealized
ICLR ICON PUB LTD CO 0.1%
Value $6.337M Shares 36,482 Est. Cost $173.71 Unrealized
IALT BLACKROCK ETF TRUST 0.0%
Value $4.894M Shares 174,490 Est. Cost $28.05 Unrealized
IWX ISHARES TR 0.0%
Value $4.718M Shares 44,866 Est. Cost $105.16 Unrealized
IBHF ISHARES TR 0.0%
Value $4.548M Shares 200,777 Est. Cost $22.65 Unrealized
IBHG ISHARES TR 0.0%
Value $4.492M Shares 203,427 Est. Cost $22.08 Unrealized
TAFI AB ACTIVE ETFS INC 0.0%
Value $4.444M Shares 176,204 Est. Cost $25.22 Unrealized
VPG VISHAY PRECISION GROUP INC 0.0%
Value $4.042M Shares 26,964 Est. Cost $149.91 Unrealized
ACYN FIRST TR EXCHANGE-TRADED FD 0.0%
Value $4.029M Shares 193,779 Est. Cost $20.79 Unrealized
FORM FORMFACTOR INC 0.0%
Value $3.919M Shares 24,505 Est. Cost $159.93 Unrealized
BKDV BNY MELLON ETF TRUST II 0.0%
Value $3.834M Shares 114,487 Est. Cost $33.49 Unrealized
GGOV BLACKROCK ETF TRUST II 0.0%
Value $3.668M Shares 72,928 Est. Cost $50.29 Unrealized
VIAV VIAVI SOLUTIONS INC 0.0%
Value $3.507M Shares 73,438 Est. Cost $47.75 Unrealized
CSTM CONSTELLIUM SE 0.0%
Value $3.116M Shares 97,785 Est. Cost $31.87 Unrealized
PSI INVESCO EXCHANGE TRADED FD T 0.0%
Value $3.081M Shares 16,405 Est. Cost $187.82 Unrealized
NWPX NWPX INFRASTRUCTURE INC 0.0%
Value $3.063M Shares 20,429 Est. Cost $149.94 Unrealized
PICK ISHARES INC 0.0%
Value $2.927M Shares 50,333 Est. Cost $58.15 Unrealized
VSH VISHAY INTERTECHNOLOGY INC 0.0%
Value $2.72M Shares 50,583 Est. Cost $53.78 Unrealized
LLY ELI LILLY & CO 0.0%
Value $2.639M Shares 2,200 Est. Cost $814.85 Unrealized
ARCB ARCBEST CORP 0.0%
Value $2.573M Shares 17,927 Est. Cost $143.54 Unrealized
NYT NEW YORK TIMES CO MTN BE 0.0%
Value $2.565M Shares 36,655 Est. Cost $69.98 Unrealized
AVEX AEVEX CORP 0.0%
Value $2.381M Shares 114,000 Est. Cost $20.89 Unrealized
FLRN SPDR SERIES TRUST 0.0%
Value $2.156M Shares 69,892 Est. Cost $30.85 Unrealized
NBR NABORS INDUSTRIES LTD 0.0%
Value $2.081M Shares 24,766 Est. Cost $84.01 Unrealized
CLMT CALUMET INC 0.0%
Value $2.067M Shares 57,380 Est. Cost $36.02 Unrealized
BKAG BNY MELLON ETF TRUST 0.0%
Value $2.039M Shares 48,609 Est. Cost $41.95 Unrealized
HYLB DBX ETF TR 0.0%
Value $1.999M Shares 54,737 Est. Cost $36.52 Unrealized
GLASF GLASS HOUSE BRANDS INC 0.0%
Value $1.914M Shares 147,253 Est. Cost $13.00 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value $1.901M Shares 14,017 Est. Cost $135.64 Unrealized
FET FORUM ENERGY TECHNOLOGIES IN 0.0%
Value $1.811M Shares 36,048 Est. Cost $50.23 Unrealized
FTRB FEDERATED HERMES ETF TRUST 0.0%
Value $1.629M Shares 64,932 Est. Cost $25.10 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value $1.58M Shares 41,526 Est. Cost $38.06 Unrealized
DRAM ROUNDHILL ETF TRUST 0.0%
Value $1.54M Shares 20,849 Est. Cost $73.85 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $1.526M Shares 2,000 Est. Cost $454.62 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value $1.496M Shares 3,600 Est. Cost $465.99 Unrealized
XOVR ENTREPRENEURSHARES SERIES TR 0.0%
Value $1.484M Shares 70,509 Est. Cost $21.05 Unrealized
UMAC UNUSUAL MACHS INC 0.0%
Value $1.446M Shares 64,846 Est. Cost $22.30 Unrealized
OIH VANECK ETF TRUST 0.0%
Value $1.443M Shares 3,879 Est. Cost $372.03 Unrealized
ZJUN INNOVATOR ETFS TRUST 0.0%
Value $1.442M Shares 52,621 Est. Cost $27.40 Unrealized
TRSY DBX ETF TR 0.0%
Value $1.394M Shares 46,192 Est. Cost $30.19 Unrealized
CLOI VANECK ETF TRUST 0.0%
Value $1.31M Shares 24,738 Est. Cost $52.95 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value $1.309M Shares 4,585 Est. Cost $285.58 Unrealized
BRIE MFS ACTIVE EXCHANGE TRADED F 0.0%
Value $1.245M Shares 41,068 Est. Cost $30.32 Unrealized
PREF PRINCIPAL EXCHANGE TRADED FD 0.0%
Value $1.234M Shares 64,728 Est. Cost $19.06 Unrealized
AG FIRST MAJESTIC SILVER CORP 0.0%
Value $1.18M Shares 69,602 Est. Cost $16.96 Unrealized
PLA GRANITESHARES ETF TR 0.0%
Value $1.117M Shares 47,318 Est. Cost $23.61 Unrealized
SJNK SPDR SERIES TRUST 0.0%
Value $1.11M Shares 44,348 Est. Cost $25.03 Unrealized
AVXC AMERICAN CENTY ETF TR 0.0%
Value $1.1M Shares 12,845 Est. Cost $85.65 Unrealized
TLA GRANITESHARES ETF TR 0.0%
Value $1.08M Shares 43,076 Est. Cost $25.08 Unrealized
VCYT VERACYTE INC 0.0%
Value $1.036M Shares 17,644 Est. Cost $58.73 Unrealized
UEC URANIUM ENERGY CORP 0.0%
Value $1.034M Shares 97,035 Est. Cost $10.66 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value $1.018M Shares 4,000 Est. Cost $216.10 Unrealized
FLY FIREFLY AEROSPACE INC 0.0%
Value $997K Shares 33,917 Est. Cost $29.40 Unrealized
TCNNF TRULIEVE CANNABIS CORP 0.0%
Value $990K Shares 100,761 Est. Cost $9.83 Unrealized
RKLB ROCKET LAB CORP 0.0%
Value $966K Shares 9,500 Est. Cost $55.51 Unrealized
IDEQ LAZARD ACTIVE ETF TR 0.0%
Value $959K Shares 27,351 Est. Cost $35.07 Unrealized
RMRC EXCHANGE LISTED FDS TR 0.0%
Value $944K Shares 37,233 Est. Cost $25.34 Unrealized
IBDT ISHARES TR 0.0%
Value $937K Shares 37,112 Est. Cost $25.25 Unrealized
DFLV DIMENSIONAL ETF TRUST 0.0%
Value $789K Shares 19,946 Est. Cost $39.54 Unrealized
FTNT FORTINET INC 0.0%
Value $768K Shares 5,000 Est. Cost $102.34 Unrealized
SSNC SS&C TECH HLDGS 0.0%
Value $758K Shares 12,219 Est. Cost $62.05 Unrealized
DIVI FRANKLIN TEMPLETON ETF TR 0.0%
Value $750K Shares 17,557 Est. Cost $42.72 Unrealized
GRC GORMAN RUPP CO 0.0%
Value $730K Shares 7,960 Est. Cost $91.74 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value $722K Shares 36,956 Est. Cost $19.53 Unrealized
ASX ASE TECHNOLOGY HLDG CO LTD 0.0%
Value $714K Shares 15,834 Est. Cost $45.12 Unrealized
CHPX GLOBAL X FDS 0.0%
Value $706K Shares 6,641 Est. Cost $106.31 Unrealized
IBDU ISHARES TR 0.0%
Value $704K Shares 30,409 Est. Cost $23.16 Unrealized
FDXF FEDEX FGHT HLDG CO INC 0.0%
Value $675K Shares 4,469 Est. Cost $150.98 Unrealized
BSCW INVESCO EXCH TRD SLF IDX FD 0.0%
Value $674K Shares 32,839 Est. Cost $20.51 Unrealized
BSCU INVESCO EXCH TRD SLF IDX FD 0.0%
Value $670K Shares 40,263 Est. Cost $16.65 Unrealized
BSCV INVESCO EXCH TRD SLF IDX FD 0.0%
Value $664K Shares 40,503 Est. Cost $16.39 Unrealized
BSCY INVESCO EXCH TRD SLF IDX FD 0.0%
Value $659K Shares 31,883 Est. Cost $20.67 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value $658K Shares 4,265 Est. Cost $154.30 Unrealized
BSCX INVESCO EXCH TRD SLF IDX FD 0.0%
Value $652K Shares 30,952 Est. Cost $21.05 Unrealized
BSCZ INVESCO EXCH TRD SLF IDX FD 0.0%
Value $650K Shares 31,739 Est. Cost $20.47 Unrealized
IBDR ISHARES TR 0.0%
Value $639K Shares 26,384 Est. Cost $24.23 Unrealized
IQLT ISHARES TR 0.0%
Value $608K Shares 12,269 Est. Cost $49.55 Unrealized
WAR ETF SER SOLUTIONS 0.0%
Value $596K Shares 17,275 Est. Cost $34.48 Unrealized
JA JANUS DETROIT STR TR 0.0%
Value $582K Shares 11,634 Est. Cost $50.05 Unrealized
TRI THOMSON REUTERS CORP 0.0%
Value $577K Shares 7,063 Est. Cost $81.67 Unrealized
CGHY CAPITAL GRP FIXED INCM ETF T 0.0%
Value $576K Shares 22,742 Est. Cost $25.33 Unrealized
SIL GLOBAL X FDS 0.0%
Value $558K Shares 7,203 Est. Cost $77.46 Unrealized
GHM GRAHAM CORP 0.0%
Value $558K Shares 4,504 Est. Cost $123.79 Unrealized
DFIS DIMENSIONAL ETF TRUST 0.0%
Value $547K Shares 15,604 Est. Cost $35.03 Unrealized
SLG SL GREEN RLTY CORP 0.0%
Value $534K Shares 10,315 Est. Cost $51.77 Unrealized
MUSA MURPHY USA INC 0.0%
Value $531K Shares 986 Est. Cost $538.98 Unrealized
TSLA TESLA INC 0.0%
Value $529K Shares 2,000 Est. Cost $283.19 Unrealized
DDOG DATADOG INC 0.0%
Value $521K Shares 2,000 Est. Cost $218.24 Unrealized
IAI ISHARES TR 0.0%
Value $512K Shares 2,922 Est. Cost $175.36 Unrealized
CNC CENTENE CORP DEL 0.0%
Value $509K Shares 7,937 Est. Cost $64.19 Unrealized
PBP INVESCO EXCHANGE TRADED FD T 0.0%
Value $505K Shares 22,059 Est. Cost $22.90 Unrealized
IBHH ISHARES TR 0.0%
Value $502K Shares 21,350 Est. Cost $23.50 Unrealized
NOW SERVICENOW INC 0.0%
Value $496K Shares 5,000 Est. Cost $133.97 Unrealized
JSMD JANUS DETROIT STR TR 0.0%
Value $496K Shares 4,902 Est. Cost $101.24 Unrealized
SNX TD SYNNEX CORPORATION 0.0%
Value $493K Shares 1,844 Est. Cost $267.41 Unrealized
NET CLOUDFLARE INC 0.0%
Value $491K Shares 2,000 Est. Cost $170.30 Unrealized
SUSB ISHARES TR 0.0%
Value $484K Shares 19,370 Est. Cost $24.99 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value $479K Shares 10,000 Est. Cost $74.22 Unrealized
RVMD REVOLUTION MEDICINES INC 0.0%
Value $475K Shares 2,534 Est. Cost $187.29 Unrealized
VTHR VANGUARD SCOTTSDALE FDS 0.0%
Value $468K Shares 1,413 Est. Cost $331.43 Unrealized
COO COOPER COS INC 0.0%
Value $459K Shares 6,395 Est. Cost $71.71 Unrealized
ILMN ILLUMINA INC 0.0%
Value $457K Shares 2,600 Est. Cost $88.13 Unrealized
PTRB PGIM ETF TR 0.0%
Value $449K Shares 10,829 Est. Cost $41.46 Unrealized
SMIG ETF SER SOLUTIONS 0.0%
Value $446K Shares 13,591 Est. Cost $32.81 Unrealized
XLSR SSGA ACTIVE TR 0.0%
Value $440K Shares 6,790 Est. Cost $64.86 Unrealized
NANC TIDAL TRUST I 0.0%
Value $430K Shares 8,499 Est. Cost $50.61 Unrealized
SFM SPROUTS FMRS MKT INC 0.0%
Value $423K Shares 4,997 Est. Cost $84.58 Unrealized
SAIA SAIA INC 0.0%
Value $422K Shares 1,001 Est. Cost $421.16 Unrealized
BUG GLOBAL X FDS 0.0%
Value $422K Shares 11,037 Est. Cost $38.19 Unrealized
MKSI MKS INC. 0.0%
Value $417K Shares 939 Est. Cost $444.60 Unrealized
TWLO TWILIO INC 0.0%
Value $413K Shares 2,000 Est. Cost $194.78 Unrealized
IEX IDEX CORP 0.0%
Value $412K Shares 1,817 Est. Cost $226.92 Unrealized
FPS FORGENT POWER SOLUTIONS INC 0.0%
Value $411K Shares 7,352 Est. Cost $55.86 Unrealized
DGAP FIRST TR EXCHNG TRADED FD VI 0.0%
Value $407K Shares 13,350 Est. Cost $30.47 Unrealized
GOP TIDAL TRUST I 0.0%
Value $401K Shares 8,942 Est. Cost $44.86 Unrealized
SPIB SPDR SERIES TRUST 0.0%
Value $379K Shares 11,335 Est. Cost $33.46 Unrealized
IAT ISHARES TR 0.0%
Value $375K Shares 6,028 Est. Cost $62.21 Unrealized
FFIV F5 INC 0.0%
Value $367K Shares 883 Est. Cost $415.96 Unrealized
TOL TOLL BROTHERS INC 0.0%
Value $367K Shares 2,227 Est. Cost $164.71 Unrealized
CGCV CAPITAL GROUP CONSERVATIVE E 0.0%
Value $362K Shares 11,021 Est. Cost $32.82 Unrealized
WLFC WILLIS LEASE FIN CORP 0.0%
Value $360K Shares 1,573 Est. Cost $228.80 Unrealized
IVES WEDBUSH SER TR 0.0%
Value $359K Shares 9,428 Est. Cost $38.10 Unrealized
CNA CNA FINL CORP 0.0%
Value $353K Shares 7,270 Est. Cost $48.61 Unrealized
BGC BGC GROUP INC 0.0%
Value $353K Shares 33,029 Est. Cost $10.69 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value $351K Shares 5,494 Est. Cost $63.86 Unrealized
VSDB VANGUARD MALVERN FDS 0.0%
Value $344K Shares 4,503 Est. Cost $76.34 Unrealized
DXYZ DESTINY TECH100 INC 0.0%
Value $342K Shares 13,262 Est. Cost $25.76 Unrealized
SPBO SPDR SERIES TRUST 0.0%
Value $337K Shares 11,609 Est. Cost $29.04 Unrealized
ICLN ISHARES TR 0.0%
Value $335K Shares 16,355 Est. Cost $20.49 Unrealized
MXL MAXLINEAR INC 0.0%
Value $333K Shares 2,600 Est. Cost $128.03 Unrealized
SITM SITIME CORP 0.0%
Value $325K Shares 436 Est. Cost $745.56 Unrealized
EDGQ GLOBAL X FDS 0.0%
Value $322K Shares 11,288 Est. Cost $28.54 Unrealized
UMC UNITED MICROELECTRONICS CORP 0.0%
Value $315K Shares 11,588 Est. Cost $27.21 Unrealized
SNN SMITH & NEPHEW PLC 0.0%
Value $313K Shares 10,873 Est. Cost $28.81 Unrealized
DBX DROPBOX INC 0.0%
Value $312K Shares 11,375 Est. Cost $27.47 Unrealized
SNDR SCHNEIDER NATIONAL INC 0.0%
Value $311K Shares 8,519 Est. Cost $36.53 Unrealized
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value $308K Shares 12,539 Est. Cost $24.55 Unrealized
SMLF ISHARES TR 0.0%
Value $307K Shares 3,442 Est. Cost $89.14 Unrealized
SPEU SPDR INDEX SHS FDS 0.0%
Value $296K Shares 5,399 Est. Cost $54.88 Unrealized
MOG/A MOOG INC 0.0%
Value $291K Shares 687 Est. Cost $424.03 Unrealized
EEMV ISHARES INC 0.0%
Value $290K Shares 3,858 Est. Cost $75.27 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value $290K Shares 3,655 Est. Cost $79.23 Unrealized
ZAPR INNOVATOR ETFS TRUST 0.0%
Value $289K Shares 10,836 Est. Cost $26.64 Unrealized
ONON ON HLDG AG 0.0%
Value $288K Shares 8,121 Est. Cost $35.42 Unrealized
SECU BLACKROCK ETF TRUST II 0.0%
Value $288K Shares 5,768 Est. Cost $49.86 Unrealized
TXNM TXNM ENERGY INC 0.0%
Value $284K Shares 5,007 Est. Cost $56.78 Unrealized
FAF FIRST AMERN FINL CORP 0.0%
Value $284K Shares 4,140 Est. Cost $68.60 Unrealized
TTAN SERVICETITAN INC 0.0%
Value $283K Shares 3,999 Est. Cost $70.71 Unrealized
CARG CARGURUS INC 0.0%
Value $282K Shares 8,273 Est. Cost $34.09 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $281K Shares 1,000 Est. Cost $237.35 Unrealized
ANV GRANITESHARES ETF TR 0.0%
Value $281K Shares 11,132 Est. Cost $25.24 Unrealized
NOVT NOVANTA INC 0.0%
Value $281K Shares 1,730 Est. Cost $162.24 Unrealized
HDB HDFC BANK LTD 0.0%
Value $280K Shares 10,844 Est. Cost $25.83 Unrealized
EUFN ISHARES TR 0.0%
Value $276K Shares 7,087 Est. Cost $38.99 Unrealized
INMU BLACKROCK ETF TRUST II 0.0%
Value $273K Shares 11,260 Est. Cost $24.25 Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value $272K Shares 4,144 Est. Cost $65.73 Unrealized
KEEL KEEL INFRASTRUCTURE CORP 0.0%
Value $272K Shares 47,447 Est. Cost $5.74 Unrealized
SLYG SPDR SERIES TRUST 0.0%
Value $270K Shares 2,263 Est. Cost $119.10 Unrealized
VIST VISTA ENERGY S.A.B. DE C.V. 0.0%
Value $267K Shares 4,188 Est. Cost $63.80 Unrealized
R RYDER SYS INC 0.0%
Value $267K Shares 1,012 Est. Cost $263.81 Unrealized
USFD US FOODS HLDG CORP 0.0%
Value $267K Shares 2,607 Est. Cost $102.24 Unrealized
JBHT HUNT J B TRANS SVCS INC 0.0%
Value $265K Shares 916 Est. Cost $289.43 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value $264K Shares 11,804 Est. Cost $22.36 Unrealized
GH GUARDANT HEALTH INC 0.0%
Value $263K Shares 1,752 Est. Cost $150.03 Unrealized
SMH VANECK ETF TRUST 0.0%
Value $262K Shares 400 Est. Cost $294.93 Unrealized
RGA REINSURANCE GROUP AMER INC 0.0%
Value $261K Shares 1,227 Est. Cost $212.71 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value $260K Shares 1,000 Est. Cost $157.47 Unrealized
REYN REYNOLDS CONSUMER PRODS INC 0.0%
Value $257K Shares 9,587 Est. Cost $26.85 Unrealized
FS SPECIALTY LENDING FD 0.0%
Value $257K Shares 23,034 Est. Cost $11.15 Unrealized
FXR FIRST TR EXCHANGE-TRADED FD 0.0%
Value $257K Shares 2,816 Est. Cost $91.12 Unrealized
XES SPDR SERIES TRUST 0.0%
Value $254K Shares 2,270 Est. Cost $112.08 Unrealized
HUT HUT 8 CORP 0.0%
Value $253K Shares 2,193 Est. Cost $115.44 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 0.0%
Value $250K Shares 7,213 Est. Cost $34.62 Unrealized
NJUN INNOVATOR ETFS TRUST 0.0%
Value $249K Shares 7,578 Est. Cost $32.86 Unrealized
XPND FIRST TR EXCHNG TRADED FD VI 0.0%
Value $245K Shares 5,854 Est. Cost $41.84 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value $245K Shares 3,170 Est. Cost $77.15 Unrealized
ECG EVERUS CONSTR GROUP 0.0%
Value $244K Shares 1,471 Est. Cost $165.95 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value $243K Shares 4,651 Est. Cost $52.20 Unrealized
LSTR LANDSTAR SYS INC 0.0%
Value $242K Shares 1,168 Est. Cost $206.81 Unrealized
AMKR AMKOR TECHNOLOGY INC 0.0%
Value $241K Shares 2,799 Est. Cost $86.22 Unrealized
ACA ARCOSA INC 0.0%
Value $240K Shares 1,654 Est. Cost $145.33 Unrealized
AIZ ASSURANT INC 0.0%
Value $240K Shares 895 Est. Cost $268.55 Unrealized
CUZ COUSINS PPTYS INC 0.0%
Value $238K Shares 7,940 Est. Cost $29.98 Unrealized
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value $238K Shares 1,926 Est. Cost $123.43 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value $238K Shares 1,000 Est. Cost $130.77 Unrealized
KRC KILROY REALTY CORP 0.0%
Value $238K Shares 6,339 Est. Cost $37.47 Unrealized
LGN LEGENCE CORP 0.0%
Value $237K Shares 2,785 Est. Cost $85.23 Unrealized
MTRN MATERION CORP 0.0%
Value $237K Shares 798 Est. Cost $297.39 Unrealized
HHH HOWARD HUGHES HOLDINGS INC 0.0%
Value $237K Shares 3,313 Est. Cost $71.49 Unrealized
RKT ROCKET COS INC 0.0%
Value $236K Shares 15,000 Est. Cost $14.45 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value $236K Shares 980 Est. Cost $240.97 Unrealized
SJM SMUCKER J M CO 0.0%
Value $235K Shares 2,091 Est. Cost $112.52 Unrealized
ANGL VANECK ETF TRUST 0.0%
Value $234K Shares 8,012 Est. Cost $29.24 Unrealized
MRCY MERCURY SYS INC 0.0%
Value $234K Shares 1,915 Est. Cost $122.33 Unrealized
SLF SUN LIFE FINANCIAL INC. 0.0%
Value $234K Shares 2,983 Est. Cost $78.42 Unrealized
ALKS ALKERMES PLC 0.0%
Value $234K Shares 4,459 Est. Cost $52.39 Unrealized
UGI UGI CORP NEW 0.0%
Value $232K Shares 6,731 Est. Cost $34.54 Unrealized
SETM SPROTT FDS TR 0.0%
Value $231K Shares 7,400 Est. Cost $31.16 Unrealized
WOLF WOLFSPEED INC 0.0%
Value $229K Shares 4,750 Est. Cost $48.25 Unrealized
KRYS KRYSTAL BIOTECH INC 0.0%
Value $229K Shares 616 Est. Cost $371.67 Unrealized
FULT FULTON FINL CORP PA 0.0%
Value $224K Shares 9,264 Est. Cost $24.19 Unrealized
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value $223K Shares 3,274 Est. Cost $68.12 Unrealized
LRGF ISHARES TR 0.0%
Value $222K Shares 2,933 Est. Cost $75.63 Unrealized
ELD WISDOMTREE TR 0.0%
Value $222K Shares 7,720 Est. Cost $28.70 Unrealized
CPSM CALAMOS ETF TR 0.0%
Value $221K Shares 7,566 Est. Cost $29.26 Unrealized
UAPR INNOVATOR ETFS TRUST 0.0%
Value $220K Shares 6,277 Est. Cost $35.12 Unrealized
VFMF VANGUARD WELLINGTON FD 0.0%
Value $220K Shares 1,242 Est. Cost $176.97 Unrealized
SIGI SELECTIVE INS GROUP INC 0.0%
Value $220K Shares 2,265 Est. Cost $97.01 Unrealized
IVOG VANGUARD ADMIRAL FDS INC 0.0%
Value $219K Shares 1,500 Est. Cost $146.30 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value $219K Shares 3,228 Est. Cost $67.94 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value $219K Shares 1,300 Est. Cost $168.66 Unrealized
AEIS ADVANCED ENERGY INDS 0.0%
Value $219K Shares 587 Est. Cost $372.88 Unrealized
DCOR DIMENSIONAL ETF TRUST 0.0%
Value $219K Shares 2,666 Est. Cost $81.98 Unrealized
MTCH MATCH GROUP INC NEW 0.0%
Value $218K Shares 5,731 Est. Cost $38.05 Unrealized
GBCI GLACIER BANCORP INC NEW 0.0%
Value $218K Shares 4,227 Est. Cost $51.58 Unrealized
STM STMICROELECTRONICS N V 0.0%
Value $217K Shares 2,901 Est. Cost $74.90 Unrealized
JEF JEFFERIES FINANCIAL GROUP IN 0.0%
Value $217K Shares 4,341 Est. Cost $49.98 Unrealized
KWR QUAKER HOUGHTON 0.0%
Value $217K Shares 1,365 Est. Cost $158.87 Unrealized
SOXQ INVESCO EXCH TRADED FD TR II 0.0%
Value $217K Shares 1,932 Est. Cost $112.10 Unrealized
NI NISOURCE INC 0.0%
Value $213K Shares 4,478 Est. Cost $47.54 Unrealized
TXG 10X GENOMICS INC 0.0%
Value $213K Shares 5,551 Est. Cost $38.34 Unrealized
ATEN A10 NETWORKS INC 0.0%
Value $211K Shares 5,659 Est. Cost $37.36 Unrealized
EWBC EAST WEST BANCORP INC 0.0%
Value $211K Shares 1,632 Est. Cost $129.10 Unrealized
ITRI ITRON INC 0.0%
Value $211K Shares 2,434 Est. Cost $86.53 Unrealized
HACK AMPLIFY ETF TR 0.0%
Value $209K Shares 1,996 Est. Cost $104.93 Unrealized
CHH CHOICE HOTELS INTL INC 0.0%
Value $209K Shares 1,894 Est. Cost $110.25 Unrealized
NNN NNN REIT INC 0.0%
Value $209K Shares 4,486 Est. Cost $46.53 Unrealized
LIT GLOBAL X FDS 0.0%
Value $209K Shares 2,664 Est. Cost $78.27 Unrealized
FWONK LIBERTY MEDIA CORP DEL 0.0%
Value $208K Shares 2,182 Est. Cost $95.14 Unrealized
EPR EPR PPTYS 0.0%
Value $208K Shares 3,577 Est. Cost $58.02 Unrealized
QOWZ INVESCO EXCH TRADED FD TR II 0.0%
Value $206K Shares 6,068 Est. Cost $33.99 Unrealized
UMAR INNOVATOR ETFS TRUST 0.0%
Value $206K Shares 4,867 Est. Cost $42.25 Unrealized
KB KB FINL GROUP INC 0.0%
Value $205K Shares 1,957 Est. Cost $104.95 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value $205K Shares 3,025 Est. Cost $67.80 Unrealized
OKTA OKTA INC 0.0%
Value $205K Shares 1,500 Est. Cost $96.26 Unrealized
GL GLOBE LIFE INC 0.0%
Value $204K Shares 1,144 Est. Cost $178.70 Unrealized
BUFQ FIRST TR EXCHNG TRADED FD VI 0.0%
Value $204K Shares 5,197 Est. Cost $39.27 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value $204K Shares 4,546 Est. Cost $44.85 Unrealized
ARWR ARROWHEAD PHARMACEUTICALS IN 0.0%
Value $203K Shares 2,496 Est. Cost $81.51 Unrealized
SLGN SILGAN HLDGS INC 0.0%
Value $203K Shares 4,370 Est. Cost $46.39 Unrealized
IBDZ ISHARES TR 0.0%
Value $203K Shares 7,780 Est. Cost $26.05 Unrealized
PSMT PRICESMART INC 0.0%
Value $201K Shares 1,029 Est. Cost $195.34 Unrealized
ZM ZOOM COMMUNICATIONS INC 0.0%
Value $200K Shares 2,320 Est. Cost $86.31 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value $200K Shares 1,000 Est. Cost $147.15 Unrealized
FMAT FIDELITY COVINGTON TRUST 0.0%
Value $200K Shares 3,419 Est. Cost $58.51 Unrealized
EOLS EVOLUS INC 0.0%
Value $193K Shares 27,829 Est. Cost $6.94 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value $191K Shares 11,890 Est. Cost $16.03 Unrealized
ETH GRAYSCALE ETHEREUM STAKING 0.0%
Value $171K Shares 11,407 Est. Cost $15.03 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value $169K Shares 1,000 Est. Cost $168.53 Unrealized
CLOUGH GLOBAL EQUITY FD 0.0%
Value $158K Shares 18,363 Est. Cost $8.62 Unrealized
DIA STATE STR SPDR DOW JONES IND 0.0%
Value $157K Shares 300 Est. Cost $426.92 Unrealized
FJET STARFIGHTERS SPACE INC 0.0%
Value $154K Shares 29,000 Est. Cost $5.32 Unrealized
PENG PENGUIN SOLUTIONS INC 0.0%
Value $152K Shares 2,000 Est. Cost $76.01 Unrealized
CRK COMSTOCK RES INC 0.0%
Value $150K Shares 10,058 Est. Cost $14.92 Unrealized
BARINGS GLOBAL SHORT DURATIO 0.0%
Value $150K Shares 10,636 Est. Cost $14.10 Unrealized
AIRJ AIRJOULE TECHNOLOGIES CORP 0.0%
Value $144K Shares 26,005 Est. Cost $5.54 Unrealized
PROF PROFOUND MED CORP 0.0%
Value $144K Shares 21,657 Est. Cost $6.65 Unrealized
UCTT ULTRA CLEAN HLDGS INC 0.0%
Value $143K Shares 1,000 Est. Cost $129.11 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value $141K Shares 15,027 Est. Cost $9.39 Unrealized
IBRX IMMUNITYBIO INC 0.0%
Value $131K Shares 15,000 Est. Cost $6.49 Unrealized
BIIB BIOGEN INC 0.0%
Value $130K Shares 600 Est. Cost $154.62 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value $126K Shares 748 Est. Cost $168.53 Unrealized
ABERDEEN MULTI-MARKET INCOME 0.0%
Value $125K Shares 28,388 Est. Cost $4.40 Unrealized
INFY INFOSYS LTD 0.0%
Value $115K Shares 10,919 Est. Cost $10.49 Unrealized
MSTX TIDAL TRUST II 0.0%
Value $113K Shares 15,218 Est. Cost $7.44 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value $109K Shares 2,000 Est. Cost $51.61 Unrealized
MRKR MARKER THERAPEUTICS INC 0.0%
Value $99,906 Shares 67,963 Est. Cost $1.47 Unrealized
MSTU ETF OPPORTUNITIES TRUST 0.0%
Value $97,940 Shares 60,457 Est. Cost $1.62 Unrealized
ALAB ASTERA LABS INC 0.0%
Value $96,604 Shares 200 Est. Cost $238.82 Unrealized
SE SEA LTD 0.0%
Value $95,830 Shares 1,000 Est. Cost $156.07 Unrealized
UONE URBAN ONE INC 0.0%
Value $84,008 Shares 15,557 Est. Cost $5.40 Unrealized
NUVB NUVATION BIO INC 0.0%
Value $83,365 Shares 14,677 Est. Cost $5.68 Unrealized
WEN WENDYS CO 0.0%
Value $82,900 Shares 10,000 Est. Cost $8.29 Unrealized
FTHM FATHOM HOLDINGS INC 0.0%
Value $82,282 Shares 81,467 Est. Cost $1.01 Unrealized
ABERDEEN MUN INCOME FD 0.0%
Value $81,288 Shares 14,464 Est. Cost $5.62 Unrealized
CORNERSTONE TOTAL RETURN FD 0.0%
Value $81,150 Shares 11,302 Est. Cost $7.18 Unrealized
SBS COMPANHIA DE SANEAMENTO BASI 0.0%
Value $78,648 Shares 13,607 Est. Cost $5.78 Unrealized
CBRE GBL REAL ESTATE INC FD 0.0%
Value $77,658 Shares 16,846 Est. Cost $4.61 Unrealized
MXL MAXLINEAR INC 0.0%
Value $76,818 Shares 600 Est. Cost $128.03 Unrealized
BBIO BRIDGEBIO PHARMA INC 0.0%
Value $74,480 Shares 1,000 Est. Cost $74.48 Unrealized
AQN ALGONQUIN POWER & UTILITIES 0.0%
Value $74,422 Shares 12,700 Est. Cost $5.86 Unrealized
PENG PENGUIN SOLUTIONS INC 0.0%
Value $73,046 Shares 961 Est. Cost $76.01 Unrealized
SERV SERVE ROBOTICS INC 0.0%
Value $71,346 Shares 10,843 Est. Cost $6.58 Unrealized
WEN WENDYS CO 0.0%
Value $69,314 Shares 8,361 Est. Cost $8.29 Unrealized
BE BLOOM ENERGY CORP 0.0%
Value $60,540 Shares 200 Est. Cost $127.86 Unrealized
PIMCO HIGH INCOME FD 0.0%
Value $50,398 Shares 10,815 Est. Cost $4.66 Unrealized
CRDL CARDIOL THERAPEUTICS INC 0.0%
Value $26,910 Shares 25,387 Est. Cost $1.06 Unrealized
MSOS ADVISORSHARES TR 0.0%
Value $25,400 Shares 5,000 Est. Cost $4.56 Unrealized
ZONE CLEANCORE SOLUTIONS INC 0.0%
Value $22,780 Shares 27,780 Est. Cost $0.82 Unrealized
NAMM NAMIB MINERALS 0.0%
Value $18,800 Shares 10,000 Est. Cost $1.88 Unrealized
FJET STARFIGHTERS SPACE INC 0.0%
Value $13,300 Shares 2,500 Est. Cost $5.32 Unrealized
ONCY ONCOLYTICS BIOTECH INC 0.0%
Value $11,874 Shares 12,500 Est. Cost $0.95 Unrealized
PINS PINTEREST INC 0.0%
Value $2,103 Shares 100 Est. Cost $28.42 Unrealized

Increased Positions (1089)

VOO VANGUARD INDEX FDS 3.2%
Value $373M (+81.6%) Shares 543,613 (+58.0%) Est. Cost $582.27 Unrealized
QQQ INVESCO QQQ TR 1.3%
Value $150M (+83.7%) Shares 203,613 (+43.9%) Est. Cost $564.21 Unrealized
AAPL APPLE INC 2.8%
Value $323M (+21.2%) Shares 1,133,468 (+6.2%) Est. Cost $224.38 Unrealized
NVDA NVIDIA CORPORATION 2.5%
Value $293M (+22.7%) Shares 1,463,389 (+6.9%) Est. Cost $147.15 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 1.5%
Value $175M (+41.5%) Shares 234,947 (+23.3%) Est. Cost $580.32 Unrealized
VTI VANGUARD INDEX FDS 0.9%
Value $107M (+90.8%) Shares 290,150 (+65.4%) Est. Cost $304.39 Unrealized
GOOGL ALPHABET INC 1.3%
Value $156M (+44.0%) Shares 437,581 (+15.9%) Est. Cost $226.08 Unrealized
IVV ISHARES TR 1.3%
Value $150M (+42.4%) Shares 199,808 (+24.2%) Est. Cost $615.35 Unrealized
VTV VANGUARD INDEX FDS 0.9%
Value $105M (+56.3%) Shares 483,371 (+40.7%) Est. Cost $180.32 Unrealized
XLK SELECT SECTOR SPDR TR 0.8%
Value $91.41M (+67.8%) Shares 479,793 (+17.1%) Est. Cost $166.54 Unrealized
VUG VANGUARD INDEX FDS 0.8%
Value $92.46M (+66.2%) Shares 1,073,414 (+742.5%) Est. Cost $121.34 Unrealized
AMZN AMAZON COM INC 1.5%
Value $172M (+25.7%) Shares 720,984 (+9.8%) Est. Cost $198.84 Unrealized
IJR ISHARES TR 0.7%
Value $80.4M (+71.6%) Shares 542,141 (+43.8%) Est. Cost $126.30 Unrealized
AVGO BROADCOM INC 1.0%
Value $115M (+35.6%) Shares 303,319 (+11.1%) Est. Cost $268.59 Unrealized
AGG ISHARES TR 0.6%
Value $70.58M (+72.5%) Shares 713,093 (+73.1%) Est. Cost $98.62 Unrealized
IWM ISHARES TR 0.5%
Value $57.12M (+104.4%) Shares 190,102 (+68.7%) Est. Cost $254.71 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.5%
Value $54.93M (+104.0%) Shares 770,910 (+83.4%) Est. Cost $62.04 Unrealized
IJH ISHARES TR 0.5%
Value $63.66M (+75.0%) Shares 825,602 (+53.2%) Est. Cost $84.85 Unrealized
IEFA ISHARES TR 0.8%
Value $90.05M (+40.5%) Shares 932,380 (+31.7%) Est. Cost $84.22 Unrealized
CSCO CISCO SYS INC 0.5%
Value $54.36M (+89.9%) Shares 462,806 (+25.5%) Est. Cost $70.78 Unrealized
MSFT MICROSOFT CORP 2.0%
Value $241M (+11.8%) Shares 644,821 (+11.0%) Est. Cost $423.01 Unrealized
LRCX LAM RESEARCH CORP 0.4%
Value $42.84M (+143.9%) Shares 98,862 (+20.3%) Est. Cost $192.83 Unrealized
GOOG ALPHABET INC 0.9%
Value $100M (+33.4%) Shares 283,891 (+8.3%) Est. Cost $228.20 Unrealized
EEM ISHARES TR 0.3%
Value $31.89M (+229.8%) Shares 466,139 (+173.8%) Est. Cost $62.27 Unrealized
CAT CATERPILLAR INC 0.4%
Value $49.15M (+70.3%) Shares 46,157 (+13.3%) Est. Cost $492.80 Unrealized
JPM JPMORGAN CHASE & CO 0.8%
Value $90.68M (+27.0%) Shares 277,039 (+14.1%) Est. Cost $252.71 Unrealized
DELL DELL TECHNOLOGIES INC 0.2%
Value $25.87M (+266.7%) Shares 59,954 (+39.5%) Est. Cost $211.91 Unrealized
IJS ISHARES TR 0.2%
Value $25.76M (+256.2%) Shares 188,438 (+208.7%) Est. Cost $127.00 Unrealized
BLV VANGUARD BD INDEX FDS 0.2%
Value $22.15M (+483.3%) Shares 321,333 (+482.1%) Est. Cost $69.47 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value $25.73M (+238.4%) Shares 35,585 (+60.0%) Est. Cost $399.66 Unrealized
IJK ISHARES TR 0.2%
Value $20.08M (+654.4%) Shares 170,893 (+546.0%) Est. Cost $113.53 Unrealized
IWF ISHARES TR 0.4%
Value $43.25M (+65.1%) Shares 348,273 (+467.1%) Est. Cost $183.28 Unrealized
LLY ELI LILLY & CO 0.5%
Value $56.18M (+42.6%) Shares 46,836 (+9.3%) Est. Cost $814.85 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.4%
Value $43.21M (+58.2%) Shares 522,804 (+58.4%) Est. Cost $82.61 Unrealized
PYLD PIMCO ETF TR 0.2%
Value $19.56M (+355.6%) Shares 737,516 (+350.1%) Est. Cost $26.55 Unrealized
COHR COHERENT CORP 0.2%
Value $20.53M (+256.3%) Shares 52,036 (+115.2%) Est. Cost $280.66 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value $55.63M (+35.8%) Shares 235,116 (+23.4%) Est. Cost $205.25 Unrealized
IEMG ISHARES INC 0.5%
Value $57.6M (+33.5%) Shares 695,313 (+12.4%) Est. Cost $62.68 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value $27.88M (+106.1%) Shares 36,534 (+5.4%) Est. Cost $454.62 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.6%
Value $65.24M (+27.6%) Shares 1,092,938 (+15.6%) Est. Cost $50.53 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.2%
Value $26.56M (+107.1%) Shares 593,455 (+107.3%) Est. Cost $45.30 Unrealized
IWD ISHARES TR 0.5%
Value $54.03M (+33.4%) Shares 222,877 (+17.6%) Est. Cost $212.49 Unrealized
GEV GE VERNOVA INC 0.3%
Value $30.8M (+66.6%) Shares 26,216 (+23.8%) Est. Cost $632.14 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value $31.69M (+62.6%) Shares 112,698 (+40.1%) Est. Cost $237.35 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.4%
Value $52.72M (+29.6%) Shares 1,116,891 (+10.4%) Est. Cost $42.33 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.3%
Value $40.41M (+40.2%) Shares 133,370 (+10.0%) Est. Cost $238.82 Unrealized
QTEC FIRST TR EXCHANGE-TRADED FD 0.1%
Value $14.53M (+390.8%) Shares 43,425 (+216.7%) Est. Cost $291.93 Unrealized
CRM SALESFORCE INC 0.2%
Value $18.94M (+144.8%) Shares 146,754 (+118.0%) Est. Cost $181.09 Unrealized
V VISA INC 0.3%
Value $40.87M (+37.6%) Shares 119,124 (+21.2%) Est. Cost $298.52 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value $59.11M (+22.9%) Shares 232,761 (+18.3%) Est. Cost $180.53 Unrealized
CRS CARPENTER TECHNOLOGY CORP 0.1%
Value $13.08M (+505.9%) Shares 21,206 (+287.2%) Est. Cost $524.38 Unrealized
STIP ISHARES TR 0.1%
Value $17.16M (+168.9%) Shares 167,928 (+172.3%) Est. Cost $102.62 Unrealized
IWR ISHARES TR 0.3%
Value $33.03M (+47.3%) Shares 299,390 (+29.8%) Est. Cost $98.64 Unrealized
BAC BANK OF AMER CORP 0.4%
Value $50.86M (+24.8%) Shares 892,594 (+6.8%) Est. Cost $45.65 Unrealized
SCHG SCHWAB STRATEGIC TR 0.3%
Value $38.48M (+35.5%) Shares 1,137,010 (+16.6%) Est. Cost $31.97 Unrealized
VTEB VANGUARD MUN BD FDS 0.2%
Value $23.98M (+70.9%) Shares 474,158 (+68.6%) Est. Cost $50.40 Unrealized
CIEN CIENA CORP 0.1%
Value $14.1M (+226.3%) Shares 28,752 (+158.2%) Est. Cost $368.83 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value $50.95M (+23.7%) Shares 101,823 (+18.5%) Est. Cost $434.33 Unrealized
TLT ISHARES TR 0.4%
Value $48.55M (+24.9%) Shares 561,799 (+25.3%) Est. Cost $92.57 Unrealized
CVS CVS HEALTH CORP 0.1%
Value $11.73M (+438.6%) Shares 113,425 (+274.0%) Est. Cost $94.11 Unrealized
DYNF BLACKROCK ETF TRUST 0.3%
Value $37.81M (+33.5%) Shares 555,983 (+14.2%) Est. Cost $58.21 Unrealized
IVW ISHARES TR 0.4%
Value $41.16M (+30.0%) Shares 299,260 (+6.9%) Est. Cost $105.11 Unrealized
ARM ARM HOLDINGS PLC 0.1%
Value $10.84M (+695.1%) Shares 30,570 (+239.3%) Est. Cost $295.33 Unrealized
FV FIRST TR EXCHANGE TRADED FD 0.4%
Value $43.12M (+26.9%) Shares 568,217 (+1.0%) Est. Cost $52.06 Unrealized
GLW CORNING INC 0.1%
Value $12.4M (+278.5%) Shares 48,540 (+101.5%) Est. Cost $158.28 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value $12.57M (+263.9%) Shares 13,030 (+47.7%) Est. Cost $479.36 Unrealized
VO VANGUARD INDEX FDS 0.2%
Value $27.03M (+50.8%) Shares 335,429 (+437.6%) Est. Cost $112.54 Unrealized
SPYM SPDR SERIES TRUST 0.4%
Value $47.76M (+23.5%) Shares 543,456 (+7.5%) Est. Cost $76.63 Unrealized
VGT VANGUARD WORLD FD 0.2%
Value $27.13M (+48.4%) Shares 226,984 (+766.1%) Est. Cost $169.32 Unrealized
EWJ ISHARES INC 0.1%
Value $9.428M (+1169.0%) Shares 101,087 (+1048.8%) Est. Cost $91.64 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value $37.95M (+28.4%) Shares 707,930 (+18.3%) Est. Cost $49.59 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value $10.55M (+374.9%) Shares 123,425 (+328.3%) Est. Cost $82.77 Unrealized
PFE PFIZER INC 0.2%
Value $21.47M (+62.6%) Shares 891,770 (+89.6%) Est. Cost $24.66 Unrealized
MUST COLUMBIA ETF TR I 0.1%
Value $8.529M (+2751.8%) Shares 410,031 (+2712.1%) Est. Cost $20.78 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value $9.955M (+435.9%) Shares 275,536 (+331.3%) Est. Cost $35.69 Unrealized
IUSB ISHARES TR 0.2%
Value $28.08M (+39.0%) Shares 608,522 (+39.2%) Est. Cost $46.31 Unrealized
SOXX ISHARES TR 0.1%
Value $12.77M (+158.1%) Shares 19,927 (+32.4%) Est. Cost $346.97 Unrealized
SPYG SPDR SERIES TRUST 0.3%
Value $39.56M (+24.6%) Shares 332,462 (+2.6%) Est. Cost $77.52 Unrealized
FCVT FIRST TR EXCHANGE-TRADED FD 0.1%
Value $15.25M (+100.1%) Shares 283,615 (+64.4%) Est. Cost $45.50 Unrealized
ASML ASML HLDG NV 0.1%
Value $17.07M (+79.4%) Shares 8,581 (+19.1%) Est. Cost $1056.91 Unrealized
EFV ISHARES TR 0.3%
Value $31.5M (+31.5%) Shares 411,458 (+27.8%) Est. Cost $72.01 Unrealized
DGRO ISHARES TR 0.1%
Value $15M (+99.0%) Shares 197,951 (+84.2%) Est. Cost $70.48 Unrealized
IP INTERNATIONAL PAPER CO 0.1%
Value $7.681M (+3403.0%) Shares 201,593 (+3182.2%) Est. Cost $38.27 Unrealized
WDC WESTERN DIGITAL CORP 0.1%
Value $10.56M (+234.0%) Shares 16,533 (+41.4%) Est. Cost $307.64 Unrealized
GOVT ISHARES TR 0.1%
Value $13.98M (+112.1%) Shares 613,825 (+113.3%) Est. Cost $22.85 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.4%
Value $47.86M (+18.2%) Shares 971,237 (+2.1%) Est. Cost $37.79 Unrealized
VXF VANGUARD INDEX FDS 0.1%
Value $12.43M (+144.0%) Shares 50,483 (+104.0%) Est. Cost $213.39 Unrealized
DDOG DATADOG INC 0.1%
Value $8.47M (+585.2%) Shares 32,533 (+210.7%) Est. Cost $218.24 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value $12.7M (+128.0%) Shares 160,728 (+128.6%) Est. Cost $78.97 Unrealized
HD HOME DEPOT INC 0.4%
Value $47.77M (+17.5%) Shares 135,438 (+9.6%) Est. Cost $341.07 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value $28.83M (+32.4%) Shares 28,504 (+10.7%) Est. Cost $699.67 Unrealized
C CITIGROUP INC 0.2%
Value $18.47M (+60.4%) Shares 131,946 (+29.9%) Est. Cost $98.20 Unrealized
GOVI INVESCO EXCH TRADED FD TR II 0.1%
Value $11.46M (+150.1%) Shares 422,281 (+151.3%) Est. Cost $27.37 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value $26.54M (+34.6%) Shares 124,735 (+21.4%) Est. Cost $177.40 Unrealized
AZO AUTOZONE INC 0.1%
Value $9.077M (+297.5%) Shares 2,840 (+320.1%) Est. Cost $3242.19 Unrealized
SNDK SANDISK CORP 0.1%
Value $7.543M (+852.1%) Shares 3,317 (+166.0%) Est. Cost $1613.32 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $11.38M (+144.6%) Shares 22,699 (+139.8%) Est. Cost $517.44 Unrealized
IEI ISHARES TR 0.2%
Value $18.39M (+57.0%) Shares 156,603 (+58.5%) Est. Cost $118.28 Unrealized
GE GE AEROSPACE 0.2%
Value $20.8M (+45.0%) Shares 56,405 (+9.9%) Est. Cost $220.93 Unrealized
VB VANGUARD INDEX FDS 0.2%
Value $22.96M (+38.9%) Shares 75,758 (+20.0%) Est. Cost $248.52 Unrealized
EFA ISHARES TR 0.4%
Value $43.47M (+17.2%) Shares 418,507 (+9.6%) Est. Cost $89.95 Unrealized
VRT VERTIV HOLDINGS CO 0.1%
Value $15.62M (+68.4%) Shares 46,653 (+26.1%) Est. Cost $195.83 Unrealized
ABBV ABBVIE INC 0.3%
Value $40.27M (+18.6%) Shares 160,023 (+2.5%) Est. Cost $182.29 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 0.2%
Value $24.66M (+34.0%) Shares 359,730 (+17.5%) Est. Cost $60.62 Unrealized
IGLB ISHARES TR 0.1%
Value $6.578M (+1871.3%) Shares 131,452 (+1855.3%) Est. Cost $50.05 Unrealized
MTUM ISHARES TR 0.1%
Value $14.2M (+77.3%) Shares 41,434 (+24.1%) Est. Cost $261.60 Unrealized
FIX COMFORT SYS USA INC 0.1%
Value $7.414M (+480.6%) Shares 3,741 (+304.0%) Est. Cost $1756.21 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.1%
Value $7.404M (+440.5%) Shares 57,929 (+363.9%) Est. Cost $124.03 Unrealized
UCTT ULTRA CLEAN HLDGS INC 0.1%
Value $6.392M (+1528.3%) Shares 44,828 (+610.1%) Est. Cost $129.11 Unrealized
MS MORGAN STANLEY 0.1%
Value $16.31M (+58.1%) Shares 78,004 (+24.4%) Est. Cost $155.10 Unrealized
IYT ISHARES TR 0.1%
Value $6.1M (+2772.1%) Shares 70,319 (+2369.9%) Est. Cost $86.26 Unrealized
USHY ISHARES TR 0.1%
Value $11.49M (+103.4%) Shares 310,393 (+102.4%) Est. Cost $37.13 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value $11.28M (+106.7%) Shares 37,851 (+34.6%) Est. Cost $200.86 Unrealized
AVEM AMERICAN CENTY ETF TR 0.2%
Value $21.71M (+35.8%) Shares 224,982 (+13.4%) Est. Cost $82.46 Unrealized
TSLA TESLA INC 0.3%
Value $35.95M (+18.5%) Shares 135,987 (+65.5%) Est. Cost $283.19 Unrealized
KEY KEYCORP 0.1%
Value $10.05M (+123.6%) Shares 435,809 (+94.5%) Est. Cost $20.99 Unrealized
ROIV ROIVANT SCIENCES LTD 0.1%
Value $6.757M (+457.1%) Shares 190,938 (+336.1%) Est. Cost $32.30 Unrealized
PWR QUANTA SVCS INC 0.1%
Value $8.865M (+166.7%) Shares 12,312 (+103.4%) Est. Cost $546.78 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value $23.54M (-19.0%) Shares 201,740 (+1.5%) Est. Cost $65.91 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value $16.76M (+49.2%) Shares 202,832 (+636.3%) Est. Cost $125.54 Unrealized
MRK MERCK & CO INC 0.3%
Value $36.09M (+18.1%) Shares 280,871 (+10.5%) Est. Cost $101.39 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.1%
Value $15.43M (+55.3%) Shares 862,964 (+54.1%) Est. Cost $17.71 Unrealized
FEMB FIRST TR EXCH TRADED FD III 0.1%
Value $13.2M (+69.1%) Shares 451,677 (+66.3%) Est. Cost $28.95 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value $17.07M (+45.7%) Shares 92,168 (+27.3%) Est. Cost $145.56 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value $14.38M (+59.4%) Shares 113,610 (+64.9%) Est. Cost $110.72 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.1%
Value $6.71M (+389.6%) Shares 24,674 (+69.0%) Est. Cost $153.94 Unrealized
FYX FIRST TR EXCHANGE-TRADED ALP 0.1%
Value $15.53M (+52.1%) Shares 107,601 (+25.8%) Est. Cost $109.67 Unrealized
HWM HOWMET AEROSPACE INC 0.1%
Value $7.728M (+218.2%) Shares 28,743 (+172.7%) Est. Cost $221.83 Unrealized
LOW LOWES COS INC 0.2%
Value $17.8M (+41.9%) Shares 80,707 (+52.1%) Est. Cost $220.75 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value $8.216M (+176.5%) Shares 39,883 (+163.2%) Est. Cost $195.49 Unrealized
KO COCA COLA CO 0.3%
Value $34.19M (+17.9%) Shares 420,729 (+10.4%) Est. Cost $65.10 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value $12.47M (+70.9%) Shares 30,010 (+11.3%) Est. Cost $465.99 Unrealized
GAPR FIRST TR EXCHNG TRADED FD VI 0.1%
Value $13.01M (+65.5%) Shares 312,203 (+60.7%) Est. Cost $39.35 Unrealized
DE DEERE & CO 0.1%
Value $12.31M (+71.4%) Shares 19,411 (+52.2%) Est. Cost $508.22 Unrealized
AVUV AMERICAN CENTY ETF TR 0.2%
Value $27.49M (+22.3%) Shares 220,331 (+8.3%) Est. Cost $102.24 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.2%
Value $28.05M (+21.7%) Shares 346,073 (+2.5%) Est. Cost $58.46 Unrealized
KLAC KLA CORP 0.1%
Value $9.27M (+114.6%) Shares 30,725 (+947.6%) Est. Cost $358.51 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.6%
Value $65.31M (+8.1%) Shares 1,435,649 (+8.4%) Est. Cost $45.71 Unrealized
KKR KKR & CO INC 0.1%
Value $8.238M (+147.5%) Shares 89,759 (+149.4%) Est. Cost $102.15 Unrealized
IWY ISHARES TR 0.0%
Value $5.253M (+1215.7%) Shares 18,076 (+1026.9%) Est. Cost $287.50 Unrealized
CORZ CORE SCIENTIFIC INC NEW 0.1%
Value $10.27M (+89.2%) Shares 401,348 (+10.6%) Est. Cost $12.49 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.1%
Value $6.157M (+352.8%) Shares 4,455 (+258.1%) Est. Cost $1222.84 Unrealized
GTO INVESCO ACTIVELY MANAGED EXC 0.1%
Value $12.71M (+58.5%) Shares 271,276 (+58.3%) Est. Cost $46.99 Unrealized
TFC TRUIST FINL CORP 0.2%
Value $18.81M (+33.0%) Shares 377,499 (+22.7%) Est. Cost $42.62 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value $8.068M (+130.7%) Shares 23,045 (+86.1%) Est. Cost $240.87 Unrealized
CME CME GROUP INC 0.1%
Value $16.71M (-21.4%) Shares 75,674 (+5.1%) Est. Cost $263.74 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value $14.34M (+46.4%) Shares 36,093 (+17.3%) Est. Cost $233.19 Unrealized
IUSG ISHARES TR 0.2%
Value $22.64M (+24.7%) Shares 120,374 (+2.8%) Est. Cost $119.25 Unrealized
APO APOLLO GLOBAL MGMT INC 0.1%
Value $7.773M (+131.7%) Shares 65,700 (+118.2%) Est. Cost $119.17 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value $16.96M (+34.7%) Shares 144,651 (+25.2%) Est. Cost $137.86 Unrealized
SHM SPDR SERIES TRUST 0.1%
Value $5.956M (+267.2%) Shares 124,171 (+266.2%) Est. Cost $47.97 Unrealized
ANET ARISTA NETWORKS INC 0.1%
Value $11.9M (+57.0%) Shares 70,065 (+13.5%) Est. Cost $132.80 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value $26.17M (+19.7%) Shares 164,960 (+10.6%) Est. Cost $146.63 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value $5.805M (+285.3%) Shares 19,826 (+157.0%) Est. Cost $246.73 Unrealized
TPR TAPESTRY INC 0.0%
Value $5.652M (+263.3%) Shares 38,611 (+250.2%) Est. Cost $136.34 Unrealized
VIOV VANGUARD ADMIRAL FDS INC 0.2%
Value $23.67M (+20.8%) Shares 201,768 (+4.7%) Est. Cost $98.92 Unrealized
POWL POWELL INDS INC 0.0%
Value $5.152M (+367.0%) Shares 17,993 (+782.4%) Est. Cost $288.44 Unrealized
DFEM DIMENSIONAL ETF TRUST 0.2%
Value $21.52M (+22.7%) Shares 529,512 (+4.4%) Est. Cost $34.80 Unrealized
CGBL CAPITAL GROUP CORE BALANCED 0.2%
Value $23.66M (+20.0%) Shares 623,389 (+8.8%) Est. Cost $33.93 Unrealized
FCX FREEPORT MCMORAN INC 0.1%
Value $14.63M (+36.4%) Shares 232,698 (+27.5%) Est. Cost $47.81 Unrealized
BBY BEST BUY INC 0.1%
Value $8.235M (+89.8%) Shares 132,210 (+44.9%) Est. Cost $67.46 Unrealized
NOW SERVICENOW INC 0.1%
Value $12.34M (+45.8%) Shares 124,336 (+53.6%) Est. Cost $133.97 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value $4.936M (+364.5%) Shares 46,434 (+309.5%) Est. Cost $101.69 Unrealized
IDEV ISHARES TR 0.0%
Value $4.498M (+599.2%) Shares 50,536 (+556.5%) Est. Cost $87.07 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.1%
Value $14.54M (+36.0%) Shares 398,020 (+25.7%) Est. Cost $31.13 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value $6.931M (+120.7%) Shares 76,002 (+56.4%) Est. Cost $84.67 Unrealized
IGM ISHARES TR 0.1%
Value $9.733M (+63.7%) Shares 59,498 (+18.6%) Est. Cost $131.06 Unrealized
META META PLATFORMS INC 0.7%
Value $76.96M (+5.2%) Shares 136,631 (+6.8%) Est. Cost $571.80 Unrealized
CGNG CAPITAL GROUP NEW GEOGRAPHY 0.1%
Value $11.54M (+47.3%) Shares 307,935 (+24.1%) Est. Cost $31.88 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value $9.615M (+62.6%) Shares 156,440 (+46.9%) Est. Cost $56.97 Unrealized
USMV ISHARES TR 0.1%
Value $11.81M (+45.6%) Shares 122,383 (+40.0%) Est. Cost $89.75 Unrealized
LEN LENNAR CORP 0.1%
Value $8.07M (+84.5%) Shares 89,178 (+77.1%) Est. Cost $106.61 Unrealized
IWS ISHARES TR 0.0%
Value $4.53M (+438.2%) Shares 27,518 (+376.6%) Est. Cost $158.78 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value $4.457M (+445.6%) Shares 61,423 (+406.1%) Est. Cost $75.94 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value $3.883M (+1488.4%) Shares 27,915 (+1613.6%) Est. Cost $140.08 Unrealized
CGVV CAPITAL GROUP EQUITY ETF TR 0.2%
Value $18.56M (+24.1%) Shares 600,703 (+7.4%) Est. Cost $27.04 Unrealized
UPS UNITED PARCEL SVCS INC 0.1%
Value $15.58M (+30.0%) Shares 144,972 (+19.0%) Est. Cost $109.27 Unrealized
AMGN AMGEN INC 0.2%
Value $18.7M (+23.4%) Shares 51,650 (+19.9%) Est. Cost $302.46 Unrealized
DIAL COLUMBIA ETF TR I 0.0%
Value $3.815M (+1351.0%) Shares 209,952 (+1343.9%) Est. Cost $18.14 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value $11.22M (+46.2%) Shares 56,778 (+36.3%) Est. Cost $168.14 Unrealized
WFC WELLS FARGO & CO 0.1%
Value $9.048M (+62.8%) Shares 109,486 (+56.9%) Est. Cost $72.90 Unrealized
COR CENCORA INC 0.1%
Value $7.385M (+87.9%) Shares 26,097 (+108.5%) Est. Cost $274.59 Unrealized
DBMF LITMAN GREGORY FDS TR 0.2%
Value $23.29M (+16.8%) Shares 760,768 (+15.1%) Est. Cost $30.00 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.1%
Value $7.834M (+74.7%) Shares 58,793 (+45.2%) Est. Cost $101.95 Unrealized
CRNC CERENCE INC 0.0%
Value $3.883M (+549.3%) Shares 343,020 (+261.9%) Est. Cost $11.08 Unrealized
TGT TARGET CORP 0.1%
Value $12.62M (+35.1%) Shares 96,636 (+25.3%) Est. Cost $115.96 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $5.571M (+142.6%) Shares 24,267 (+128.9%) Est. Cost $236.93 Unrealized
APH AMPHENOL CORP 0.1%
Value $8.616M (+60.6%) Shares 48,863 (+15.1%) Est. Cost $111.75 Unrealized
BOND PIMCO ETF TR 0.5%
Value $55.55M (+6.2%) Shares 602,397 (+6.3%) Est. Cost $92.09 Unrealized
IWP ISHARES TR 0.0%
Value $5.402M (+142.5%) Shares 36,895 (+112.2%) Est. Cost $134.09 Unrealized
PAUG INNOVATOR ETFS TRUST 0.1%
Value $9.443M (+50.3%) Shares 206,911 (+40.7%) Est. Cost $43.39 Unrealized
JBL JABIL INC 0.0%
Value $3.894M (+415.1%) Shares 10,103 (+255.0%) Est. Cost $333.66 Unrealized
TWLO TWILIO INC 0.0%
Value $3.424M (+1071.7%) Shares 16,595 (+614.4%) Est. Cost $194.78 Unrealized
CVX CHEVRON CORPORATION 0.3%
Value $30.53M (-9.3%) Shares 184,166 (+13.2%) Est. Cost $148.75 Unrealized
AVUS AMERICAN CENTY ETF TR 0.1%
Value $16.74M (+22.8%) Shares 130,733 (+6.6%) Est. Cost $112.23 Unrealized
BLCR BLACKROCK ETF TRUST 0.1%
Value $6.325M (+96.7%) Shares 125,567 (+60.4%) Est. Cost $44.56 Unrealized
NFLX NETFLIX INC. 0.2%
Value $18.43M (-14.3%) Shares 258,154 (+15.4%) Est. Cost $100.81 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value $27.08M (+12.6%) Shares 308,514 (+19.2%) Est. Cost $73.46 Unrealized
CGIC CAPITAL GROUP INTERNATIONAL 0.0%
Value $4.693M (+182.0%) Shares 128,974 (+156.6%) Est. Cost $35.11 Unrealized
ALAB ASTERA LABS INC 0.0%
Value $3.55M (+572.2%) Shares 7,349 (+52.5%) Est. Cost $238.82 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $15.34M (+24.1%) Shares 266,252 (+30.6%) Est. Cost $51.99 Unrealized
SLB SLB LIMITED 0.0%
Value $4.372M (+212.2%) Shares 94,050 (+245.1%) Est. Cost $44.51 Unrealized
ETN EATON CORP PLC 0.1%
Value $17.31M (+20.7%) Shares 40,620 (+1.3%) Est. Cost $305.41 Unrealized
IUSV ISHARES TR 0.2%
Value $19.16M (+18.2%) Shares 173,977 (+9.7%) Est. Cost $90.82 Unrealized
MTSI MACOM TECH SOLUTIONS HLDGS I 0.0%
Value $3.446M (+589.9%) Shares 9,060 (+302.7%) Est. Cost $340.79 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value $12.25M (+31.7%) Shares 216,817 (+32.1%) Est. Cost $56.68 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value $4.899M (+149.9%) Shares 92,863 (+131.7%) Est. Cost $50.13 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value $7.511M (+62.7%) Shares 10,200 (+27.5%) Est. Cost $564.21 Unrealized
IAU ISHARES GOLD TR 0.2%
Value $28.26M (-9.3%) Shares 374,204 (+5.9%) Est. Cost $78.62 Unrealized
CIBR FIRST TR EXCHANGE-TRADED FD 0.0%
Value $5.711M (+100.7%) Shares 63,566 (+40.0%) Est. Cost $74.95 Unrealized
SPMD SPDR SERIES TRUST 0.0%
Value $5.132M (+124.6%) Shares 75,960 (+96.9%) Est. Cost $62.69 Unrealized
DIA STATE STR SPDR DOW JONES IND 0.2%
Value $20.09M (+16.5%) Shares 38,451 (+3.3%) Est. Cost $426.92 Unrealized
TMUS T-MOBILE US INC 0.0%
Value $5.603M (+102.5%) Shares 33,404 (+153.6%) Est. Cost $184.22 Unrealized
EFG ISHARES TR 0.1%
Value $12.56M (+28.8%) Shares 100,969 (+15.3%) Est. Cost $112.23 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value $3.456M (+398.0%) Shares 28,465 (+310.9%) Est. Cost $113.73 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.1%
Value $16.46M (+20.2%) Shares 371,019 (+5.3%) Est. Cost $38.82 Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value $4.192M (+181.6%) Shares 83,187 (+155.1%) Est. Cost $45.67 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value $6.73M (+65.3%) Shares 132,411 (+62.5%) Est. Cost $53.51 Unrealized
T AT&T INC 0.1%
Value $8.278M (-23.9%) Shares 399,881 (+6.6%) Est. Cost $19.79 Unrealized
DGRW WISDOMTREE TR 0.2%
Value $26.47M (+10.6%) Shares 276,849 (+1.6%) Est. Cost $73.88 Unrealized
AEE AMEREN CORP 0.0%
Value $4.525M (+125.1%) Shares 40,028 (+118.9%) Est. Cost $108.32 Unrealized
JAAA JANUS DETROIT STR TR 0.2%
Value $18.33M (+15.7%) Shares 362,985 (+15.5%) Est. Cost $50.73 Unrealized
XPO XPO INC 0.0%
Value $3.166M (+348.6%) Shares 15,420 (+325.1%) Est. Cost $197.08 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value $15.15M (+19.3%) Shares 29,733 (+41.5%) Est. Cost $465.10 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.2%
Value $25.55M (+10.6%) Shares 685,786 (+5.5%) Est. Cost $35.62 Unrealized
VTR VENTAS INC 0.0%
Value $2.715M (+809.1%) Shares 30,577 (+737.3%) Est. Cost $87.15 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value $5.477M (+78.5%) Shares 223,089 (+108.8%) Est. Cost $29.47 Unrealized
MUB ISHARES TR 0.1%
Value $6.752M (+55.2%) Shares 62,742 (+53.0%) Est. Cost $107.17 Unrealized
IDHQ INVESCO EXCH TRADED FD TR II 0.1%
Value $10.09M (+30.5%) Shares 230,779 (+5.6%) Est. Cost $35.62 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value $8.781M (+36.7%) Shares 28,667 (+14.8%) Est. Cost $248.10 Unrealized
EMR EMERSON ELEC CO 0.1%
Value $9.552M (+32.7%) Shares 66,724 (+21.5%) Est. Cost $108.05 Unrealized
NUE NUCOR CORP 0.0%
Value $3.587M (+187.9%) Shares 16,102 (+118.6%) Est. Cost $188.83 Unrealized
DOV DOVER CORP 0.0%
Value $3.186M (+265.2%) Shares 14,204 (+239.5%) Est. Cost $211.89 Unrealized
ITA ISHARES TR 0.1%
Value $12.82M (+22.0%) Shares 52,866 (+10.0%) Est. Cost $185.73 Unrealized
JIVE J P MORGAN EXCHANGE TRADED F 0.0%
Value $4.502M (+103.8%) Shares 48,959 (+89.8%) Est. Cost $88.63 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value $22.27M (+11.5%) Shares 43,352 (+8.4%) Est. Cost $496.67 Unrealized
MBB ISHARES TR 0.1%
Value $9.963M (+29.6%) Shares 105,404 (+30.2%) Est. Cost $94.55 Unrealized
BBRE J P MORGAN EXCHANGE TRADED F 0.1%
Value $15.68M (+16.9%) Shares 146,193 (+4.3%) Est. Cost $96.16 Unrealized
IMFL INVESCO EXCH TRD SLF IDX FD 0.1%
Value $11.62M (+23.4%) Shares 338,386 (+13.7%) Est. Cost $31.25 Unrealized
IJT ISHARES TR 0.1%
Value $10.38M (+26.9%) Shares 58,134 (+2.8%) Est. Cost $132.19 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value $10.63M (+25.6%) Shares 117,960 (+4.9%) Est. Cost $71.31 Unrealized
COP CONOCOPHILLIPS 0.1%
Value $9.314M (-18.9%) Shares 89,594 (+3.0%) Est. Cost $103.67 Unrealized
JAVA J P MORGAN EXCHANGE TRADED F 0.1%
Value $14.07M (+18.1%) Shares 177,120 (+6.7%) Est. Cost $70.39 Unrealized
IONQ IONQ INC 0.0%
Value $3.381M (+173.4%) Shares 63,474 (+48.0%) Est. Cost $47.62 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value $7.824M (+37.7%) Shares 108,262 (+32.0%) Est. Cost $70.23 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value $13.18M (+19.4%) Shares 54,237 (+6.8%) Est. Cost $186.26 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value $19.24M (+12.5%) Shares 424,299 (+13.9%) Est. Cost $50.75 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value $26.37M (+8.8%) Shares 166,859 (+2.0%) Est. Cost $119.91 Unrealized
GIS GENERAL MILLS INC 0.0%
Value $3.192M (+200.4%) Shares 91,726 (+221.3%) Est. Cost $41.70 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value $2.484M (+593.5%) Shares 10,826 (+444.0%) Est. Cost $221.12 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.1%
Value $16.06M (+15.2%) Shares 125,695 (+3.6%) Est. Cost $112.31 Unrealized
GRID FIRST TR EXCHANGE-TRADED FD 0.1%
Value $8.57M (+32.8%) Shares 44,692 (+13.3%) Est. Cost $149.58 Unrealized
IWB ISHARES TR 0.0%
Value $4.235M (+98.1%) Shares 10,343 (+72.5%) Est. Cost $380.56 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value $4.382M (+91.5%) Shares 17,219 (+13.5%) Est. Cost $216.10 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value $8.847M (+30.9%) Shares 44,098 (+19.0%) Est. Cost $207.18 Unrealized
MPC MARATHON PETE CORP 0.2%
Value $21.52M (+10.6%) Shares 84,153 (+5.6%) Est. Cost $183.40 Unrealized
AXON AXON ENTERPRISE INC 0.0%
Value $2.741M (+296.0%) Shares 4,889 (+200.1%) Est. Cost $552.76 Unrealized
SPHY SPDR SERIES TRUST 0.1%
Value $6.267M (+48.3%) Shares 267,352 (+47.5%) Est. Cost $23.67 Unrealized
LIN LINDE PLC 0.1%
Value $7.773M (+35.3%) Shares 14,979 (+29.3%) Est. Cost $451.51 Unrealized
ORCL ORACLE CORP 0.2%
Value $25.57M (+8.6%) Shares 174,482 (+9.0%) Est. Cost $166.43 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value $12.69M (+18.9%) Shares 400,330 (+15.0%) Est. Cost $33.36 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.1%
Value $10.83M (+22.8%) Shares 78,715 (+2.5%) Est. Cost $105.77 Unrealized
EFAV ISHARES TR 0.0%
Value $2.257M (+814.5%) Shares 25,736 (+852.8%) Est. Cost $87.42 Unrealized
AMCR AMCOR PLC 0.0%
Value $2.785M (+248.3%) Shares 64,241 (+219.4%) Est. Cost $44.13 Unrealized
UYLD ANGEL OAK FUNDS TRUST 0.1%
Value $6.007M (+48.8%) Shares 117,766 (+48.9%) Est. Cost $51.04 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value $4.938M (+66.3%) Shares 90,537 (+45.0%) Est. Cost $51.61 Unrealized
EMXC ISHARES INC 0.1%
Value $8.085M (+32.0%) Shares 79,031 (+1.5%) Est. Cost $71.41 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value $2.264M (+624.1%) Shares 7,521 (+695.9%) Est. Cost $317.13 Unrealized
CLIP GLOBAL X FDS 0.0%
Value $4.09M (+89.7%) Shares 40,760 (+89.7%) Est. Cost $100.34 Unrealized
BEAM BEAM THERAPEUTICS INC 0.0%
Value $2.192M (+690.3%) Shares 63,879 (+448.7%) Est. Cost $32.72 Unrealized
NOBL PROSHARES TR 0.0%
Value $3.798M (+101.2%) Shares 67,623 (+279.8%) Est. Cost $67.69 Unrealized
MAIN MAIN STR CAP CORP 0.0%
Value $2.557M (+286.3%) Shares 49,281 (+294.4%) Est. Cost $50.57 Unrealized
OMC OMNICOM GROUP INC 0.1%
Value $6.987M (+36.6%) Shares 95,929 (+41.3%) Est. Cost $75.50 Unrealized
JMEE J P MORGAN EXCHANGE TRADED F 0.1%
Value $8.073M (+30.0%) Shares 103,466 (+11.3%) Est. Cost $64.43 Unrealized
FTNT FORTINET INC 0.0%
Value $3.274M (+131.3%) Shares 21,315 (+23.1%) Est. Cost $102.34 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value $4.504M (+69.1%) Shares 25,621 (+90.2%) Est. Cost $167.72 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.1%
Value $10.65M (+20.7%) Shares 362,301 (+4.9%) Est. Cost $25.03 Unrealized
IYH ISHARES TR 0.1%
Value $10.98M (+19.9%) Shares 163,818 (+10.3%) Est. Cost $65.65 Unrealized
PEP PEPSICO INC 0.1%
Value $16.18M (-10.1%) Shares 119,505 (+3.2%) Est. Cost $152.60 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value $4.951M (+55.4%) Shares 17,617 (+8.9%) Est. Cost $211.85 Unrealized
RGTI RIGETTI COMPUTING INC 0.0%
Value $3.071M (+128.9%) Shares 158,946 (+66.4%) Est. Cost $24.25 Unrealized
DFAR DIMENSIONAL ETF TRUST 0.1%
Value $12.29M (+16.3%) Shares 469,889 (+5.2%) Est. Cost $23.77 Unrealized
BN BROOKFIELD CORP 0.0%
Value $2.031M (+552.5%) Shares 47,684 (+520.1%) Est. Cost $43.11 Unrealized
PSX PHILLIPS 66 0.1%
Value $13.47M (+14.6%) Shares 79,658 (+23.5%) Est. Cost $137.54 Unrealized
EME EMCOR GROUP INC 0.1%
Value $12.69M (+15.4%) Shares 15,292 (+2.7%) Est. Cost $282.21 Unrealized
IGV ISHARES TR 0.0%
Value $2.899M (+136.9%) Shares 31,996 (+109.3%) Est. Cost $88.73 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value $2.88M (+139.0%) Shares 155,429 (+132.4%) Est. Cost $17.84 Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value $2.329M (+256.1%) Shares 3,073 (+220.1%) Est. Cost $724.34 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $12.37M (+15.0%) Shares 36,558 (+2.9%) Est. Cost $297.84 Unrealized
SPTS SPDR SERIES TRUST 0.2%
Value $19.56M (+8.9%) Shares 674,211 (+9.6%) Est. Cost $29.25 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.2%
Value $21.3M (+8.0%) Shares 22,766 (+15.0%) Est. Cost $836.98 Unrealized
AVDE AMERICAN CENTY ETF TR 0.1%
Value $15.77M (+11.1%) Shares 176,772 (+5.7%) Est. Cost $73.53 Unrealized
HDV ISHARES TR 0.0%
Value $2.456M (+172.0%) Shares 89,609 (+1247.1%) Est. Cost $33.78 Unrealized
SHOP SHOPIFY INC 0.0%
Value $4.919M (+46.0%) Shares 43,078 (+51.7%) Est. Cost $122.30 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value $10.79M (+16.6%) Shares 68,744 (+2.8%) Est. Cost $130.15 Unrealized
ITOT ISHARES TR 0.1%
Value $6.504M (+30.0%) Shares 39,596 (+12.7%) Est. Cost $133.56 Unrealized
PG PROCTER & GAMBLE CO 0.2%
Value $27.38M (+5.7%) Shares 186,683 (+4.1%) Est. Cost $148.74 Unrealized
CB CHUBB LIMITED 0.2%
Value $24.73M (+6.4%) Shares 72,571 (+1.8%) Est. Cost $279.76 Unrealized
HFXI NEW YORK LIFE INVESTMENTS ET 0.1%
Value $10.24M (+16.7%) Shares 268,863 (+2.9%) Est. Cost $26.96 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.0%
Value $5.254M (+38.3%) Shares 223,380 (+35.1%) Est. Cost $23.31 Unrealized
ALL ALLSTATE CORP 0.0%
Value $5.192M (+38.2%) Shares 21,821 (+20.5%) Est. Cost $169.70 Unrealized
FNDE SCHWAB STRATEGIC TR 0.1%
Value $15.49M (+10.2%) Shares 390,468 (+6.2%) Est. Cost $34.56 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value $4.976M (+40.1%) Shares 103,790 (+7.4%) Est. Cost $74.22 Unrealized
DLN WISDOMTREE TR 0.1%
Value $11.33M (+14.4%) Shares 117,671 (+6.1%) Est. Cost $84.73 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.1%
Value $6.764M (+26.4%) Shares 130,865 (+10.4%) Est. Cost $45.83 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.1%
Value $9.093M (+18.1%) Shares 148,505 (+5.2%) Est. Cost $51.60 Unrealized
CIFR CIPHER DIGITAL INC 0.0%
Value $1.664M (+499.6%) Shares 67,916 (+215.0%) Est. Cost $22.26 Unrealized
YEAR AB ACTIVE ETFS INC 0.0%
Value $2.748M (+101.2%) Shares 54,582 (+101.7%) Est. Cost $50.46 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.0%
Value $4.368M (+45.9%) Shares 56,096 (+7.9%) Est. Cost $52.83 Unrealized
ROST ROSS STORES INC 0.0%
Value $4.168M (+48.0%) Shares 19,582 (+50.7%) Est. Cost $195.15 Unrealized
CPAI NORTHERN LTS FD TR III 0.0%
Value $5.24M (+34.5%) Shares 100,854 (+8.2%) Est. Cost $39.75 Unrealized
MO ALTRIA GROUP INC 0.1%
Value $10.93M (+14.0%) Shares 151,975 (+4.6%) Est. Cost $46.12 Unrealized
CHAT TIDAL TRUST II 0.0%
Value $2.354M (+130.8%) Shares 23,852 (+44.6%) Est. Cost $72.72 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value $27.07M (-4.7%) Shares 639,281 (+13.0%) Est. Cost $38.72 Unrealized
CWB SPDR SERIES TRUST 0.1%
Value $6.115M (+27.6%) Shares 56,719 (+8.3%) Est. Cost $90.07 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.1%
Value $15.14M (+9.5%) Shares 367,111 (+3.5%) Est. Cost $37.25 Unrealized
IWO ISHARES TR 0.0%
Value $2.351M (+126.8%) Shares 5,967 (+80.7%) Est. Cost $345.54 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value $3.04M (+75.9%) Shares 17,055 (+4059.8%) Est. Cost $291.58 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value $4.165M (+45.6%) Shares 12,109 (+26.5%) Est. Cost $280.39 Unrealized
BX BLACKSTONE INC 0.1%
Value $15.21M (+9.3%) Shares 129,219 (+6.9%) Est. Cost $139.75 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value $6.046M (+27.0%) Shares 16,314 (+12.1%) Est. Cost $265.62 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value $4.987M (+34.3%) Shares 180,044 (+20.0%) Est. Cost $24.74 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value $15.44M (+8.9%) Shares 53,138 (+29.4%) Est. Cost $238.81 Unrealized
SCZ ISHARES TR 0.0%
Value $3.447M (+54.0%) Shares 41,895 (+46.8%) Est. Cost $78.99 Unrealized
OII OCEANEERING INTL INC 0.0%
Value $5.327M (+28.9%) Shares 131,457 (+12.8%) Est. Cost $24.08 Unrealized
GPIX GOLDMAN SACHS ETF TR 0.0%
Value $1.622M (+268.9%) Shares 29,182 (+232.2%) Est. Cost $54.67 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value $3.625M (+48.0%) Shares 31,553 (+20.7%) Est. Cost $88.58 Unrealized
INTU INTUIT 0.0%
Value $4.237M (+38.4%) Shares 16,232 (+129.2%) Est. Cost $410.01 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value $10.2M (+12.9%) Shares 25,639 (+30.8%) Est. Cost $466.73 Unrealized
IBB ISHARES TR 0.1%
Value $7.969M (+17.0%) Shares 41,899 (+3.9%) Est. Cost $166.45 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 0.0%
Value $4.634M (+32.8%) Shares 109,464 (+4.7%) Est. Cost $33.14 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value $4.496M (+33.5%) Shares 77,724 (+33.0%) Est. Cost $60.83 Unrealized
APD AIR PRODUCTS AND CHEMICALS I 0.1%
Value $8.678M (+14.9%) Shares 29,601 (+13.8%) Est. Cost $262.78 Unrealized
GRAL GRAIL INC 0.0%
Value $2.065M (+119.0%) Shares 30,253 (+65.8%) Est. Cost $84.02 Unrealized
TCAL T ROWE PRICE EXCHANGE-TRADED 0.0%
Value $3.868M (+40.4%) Shares 174,224 (+41.4%) Est. Cost $22.86 Unrealized
DASH DOORDASH INC 0.0%
Value $2.404M (+86.1%) Shares 13,027 (+51.4%) Est. Cost $208.06 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value $11.35M (+10.8%) Shares 234,408 (+10.0%) Est. Cost $49.03 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value $9.514M (+13.2%) Shares 52,588 (+3.5%) Est. Cost $119.34 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value $4.649M (+31.0%) Shares 99,321 (+31.4%) Est. Cost $46.56 Unrealized
XEL XCEL ENERGY INC 0.0%
Value $2.394M (+83.1%) Shares 29,820 (+81.2%) Est. Cost $70.81 Unrealized
WBI WATERBRIDGE INFRASTRUCTURE L 0.0%
Value $3.741M (+40.7%) Shares 109,176 (+10.0%) Est. Cost $23.77 Unrealized
GSY INVESCO ACTIVELY MANAGED EXC 0.1%
Value $12.52M (+9.3%) Shares 249,569 (+9.3%) Est. Cost $50.12 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.1%
Value $7.924M (+15.5%) Shares 189,892 (+1.8%) Est. Cost $36.85 Unrealized
ZMAY INNOVATOR ETFS TRUST 0.0%
Value $1.298M (+448.5%) Shares 49,991 (+440.9%) Est. Cost $25.90 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value $8.012M (+15.3%) Shares 25,468 (+5.2%) Est. Cost $255.91 Unrealized
PH PARKER-HANNIFIN CORP 0.1%
Value $7.172M (+17.3%) Shares 7,332 (+7.3%) Est. Cost $604.23 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value $2.657M (+65.4%) Shares 51,680 (+20.8%) Est. Cost $34.68 Unrealized
DISV DIMENSIONAL ETF TRUST 0.1%
Value $6.917M (+17.8%) Shares 172,368 (+15.8%) Est. Cost $39.15 Unrealized
NEAR ISHARES U S ETF TR 0.1%
Value $12.98M (+8.7%) Shares 256,177 (+9.1%) Est. Cost $51.00 Unrealized
Q QNITY ELECTRONICS INC 0.0%
Value $2.871M (+56.9%) Shares 17,582 (+10.8%) Est. Cost $93.55 Unrealized
CGMS CAPITAL GRP FIXED INCM ETF T 0.1%
Value $8.397M (+14.1%) Shares 307,249 (+13.7%) Est. Cost $27.39 Unrealized
TFI SPDR SERIES TRUST 0.0%
Value $1.409M (+271.9%) Shares 30,769 (+268.2%) Est. Cost $45.73 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value $5.048M (+25.4%) Shares 61,310 (+8.3%) Est. Cost $66.70 Unrealized
WELL WELLTOWER INC 0.0%
Value $5.48M (+22.7%) Shares 24,143 (+6.9%) Est. Cost $111.79 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value $2.464M (+68.8%) Shares 27,825 (+57.1%) Est. Cost $80.66 Unrealized
TGTX TG THERAPEUTICS INC 0.0%
Value $1.217M (+465.5%) Shares 22,143 (+241.9%) Est. Cost $47.55 Unrealized
PRCH PORCH GROUP INC 0.0%
Value $1.755M (+131.2%) Shares 116,674 (+10.2%) Est. Cost $8.86 Unrealized
TDAQ ETF OPPORTUNITIES TRUST 0.0%
Value $2.687M (+58.1%) Shares 94,611 (+31.0%) Est. Cost $24.68 Unrealized
NVS NOVARTIS AG 0.0%
Value $3.24M (+43.0%) Shares 20,676 (+39.4%) Est. Cost $129.28 Unrealized
MDY STATE STR SPDR S&P MIDCAP 40 0.0%
Value $4.728M (+25.8%) Shares 6,722 (+10.3%) Est. Cost $608.56 Unrealized
SHYG ISHARES TR 0.0%
Value $1.834M (+110.1%) Shares 43,235 (+109.7%) Est. Cost $42.71 Unrealized
ICSH ISHARES TR 0.1%
Value $7.848M (+13.9%) Shares 155,150 (+14.0%) Est. Cost $50.69 Unrealized
FTCB FIRST TR EXCHANGE-TRADED FD 0.1%
Value $8.533M (+12.1%) Shares 409,143 (+12.6%) Est. Cost $21.09 Unrealized
SCI SERVICE CORP INTL 0.0%
Value $1.324M (+218.3%) Shares 17,428 (+245.8%) Est. Cost $77.21 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value $5.513M (+19.7%) Shares 29,072 (+24.5%) Est. Cost $190.24 Unrealized
DTCR GLOBAL X FDS 0.0%
Value $1.441M (+165.5%) Shares 47,454 (+109.4%) Est. Cost $27.31 Unrealized
IDEF BLACKROCK ETF TRUST 0.0%
Value $4.169M (+27.2%) Shares 131,191 (+31.0%) Est. Cost $32.50 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value $4.734M (+23.2%) Shares 49,089 (+13.4%) Est. Cost $89.90 Unrealized
FMHI FIRST TR EXCH TRADED FD III 0.0%
Value $1.648M (+117.1%) Shares 33,984 (+112.9%) Est. Cost $48.30 Unrealized
HIMS HIMS & HERS HEALTH INC 0.0%
Value $1.223M (+250.4%) Shares 35,272 (+109.8%) Est. Cost $27.46 Unrealized
SYY SYSCO CORP 0.0%
Value $3.266M (+36.1%) Shares 39,076 (+16.1%) Est. Cost $73.35 Unrealized
USIG ISHARES TR 0.0%
Value $5.868M (+17.2%) Shares 114,416 (+17.1%) Est. Cost $51.65 Unrealized
ARKK ARK ETF TR 0.0%
Value $1.822M (+87.8%) Shares 22,542 (+57.1%) Est. Cost $73.80 Unrealized
DIHP DIMENSIONAL ETF TRUST 0.1%
Value $11.21M (+8.2%) Shares 328,395 (+2.2%) Est. Cost $32.26 Unrealized
IXUS ISHARES TR 0.0%
Value $1.218M (+222.8%) Shares 12,764 (+193.0%) Est. Cost $92.44 Unrealized
CORT CORCEPT THERAPEUTICS INC 0.0%
Value $1.163M (+256.3%) Shares 13,380 (+65.2%) Est. Cost $77.10 Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value $1.04M (+409.4%) Shares 7,862 (+332.5%) Est. Cost $129.03 Unrealized
IXN ISHARES TR 0.0%
Value $2.423M (+52.2%) Shares 16,771 (+5.3%) Est. Cost $90.94 Unrealized
MET METLIFE INC 0.0%
Value $4.453M (+22.9%) Shares 52,634 (+2.7%) Est. Cost $73.04 Unrealized
LAMR LAMAR ADVERTISING CO 0.0%
Value $1.081M (+321.7%) Shares 6,930 (+242.4%) Est. Cost $146.00 Unrealized
ARTY ISHARES TR 0.0%
Value $1.541M (+115.1%) Shares 20,233 (+31.4%) Est. Cost $48.62 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value $4.887M (+20.3%) Shares 101,548 (+16.8%) Est. Cost $45.87 Unrealized
PJUN INNOVATOR ETFS TRUST 0.0%
Value $1.29M (+176.1%) Shares 29,844 (+167.2%) Est. Cost $42.51 Unrealized
POOL POOL CORP 0.0%
Value $2.537M (+47.9%) Shares 11,805 (+39.2%) Est. Cost $306.34 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value $2.928M (+38.9%) Shares 30,458 (+4.7%) Est. Cost $62.90 Unrealized
IWN ISHARES TR 0.0%
Value $1.236M (+196.2%) Shares 5,588 (+153.9%) Est. Cost $200.02 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.0%
Value $5.825M (+16.3%) Shares 7,800 (+1.3%) Est. Cost $580.32 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value $10.66M (+8.3%) Shares 30,101 (+4.9%) Est. Cost $290.87 Unrealized
PAVE GLOBAL X FDS 0.0%
Value $2.882M (+38.9%) Shares 48,920 (+19.7%) Est. Cost $46.31 Unrealized
SHEL SHELL PLC 0.0%
Value $4.465M (-15.3%) Shares 57,585 (+1.6%) Est. Cost $68.96 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $5.039M (+19.0%) Shares 10,145 (+7.0%) Est. Cost $437.10 Unrealized
LITE LUMENTUM HLDGS INC 0.0%
Value $3.765M (+27.0%) Shares 4,388 (+4.0%) Est. Cost $422.18 Unrealized
AMLP ALPS ETF TR 0.0%
Value $3.678M (+27.8%) Shares 70,943 (+29.8%) Est. Cost $50.50 Unrealized
LQD ISHARES TR 0.0%
Value $3.035M (+35.7%) Shares 27,825 (+35.6%) Est. Cost $110.17 Unrealized
AIQ GLOBAL X FDS 0.0%
Value $2.079M (+61.1%) Shares 31,686 (+14.6%) Est. Cost $45.46 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value $10.98M (-6.7%) Shares 120,960 (+5.6%) Est. Cost $110.88 Unrealized
O REALTY INCOME CORP 0.0%
Value $2.799M (+38.9%) Shares 45,169 (+37.2%) Est. Cost $53.87 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value $4.348M (+21.8%) Shares 143,971 (+5.4%) Est. Cost $22.57 Unrealized
OWL BLUE OWL CAPITAL INC 0.0%
Value $3.28M (+30.4%) Shares 374,828 (+36.1%) Est. Cost $13.85 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value $5.031M (+17.9%) Shares 43,087 (+16.9%) Est. Cost $93.58 Unrealized
HYMB SPDR SERIES TRUST 0.0%
Value $1.446M (+110.9%) Shares 56,835 (+105.6%) Est. Cost $25.23 Unrealized
GWW WW GRAINGER INC 0.0%
Value $1.977M (+62.3%) Shares 1,453 (+30.1%) Est. Cost $1040.20 Unrealized
MP MP MATERIALS CORP 0.0%
Value $4.493M (+20.3%) Shares 80,211 (+3.6%) Est. Cost $63.10 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $3.356M (+29.0%) Shares 37,099 (+14.2%) Est. Cost $73.86 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value $1.366M (+122.4%) Shares 63,838 (+70.7%) Est. Cost $19.30 Unrealized
IRM IRON MTN INC DEL 0.0%
Value $1.405M (+111.4%) Shares 11,121 (+71.0%) Est. Cost $96.39 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value $7.199M (+11.3%) Shares 52,617 (+6.7%) Est. Cost $97.95 Unrealized
TAXF AMERICAN CENTY ETF TR 0.0%
Value $957K (+325.0%) Shares 18,829 (+318.4%) Est. Cost $50.65 Unrealized
ESGU ISHARES TR 0.0%
Value $3.144M (+30.1%) Shares 19,206 (+12.4%) Est. Cost $132.23 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value $1.748M (+70.3%) Shares 28,311 (+61.3%) Est. Cost $52.22 Unrealized
SUB ISHARES TR 0.0%
Value $1.831M (+64.1%) Shares 17,194 (+64.2%) Est. Cost $106.35 Unrealized
PTON PELOTON INTERACTIVE INC 0.0%
Value $1.697M (+72.3%) Shares 287,168 (+25.1%) Est. Cost $6.04 Unrealized
FTI TECHNIPFMC PLC 0.0%
Value $1.008M (+232.7%) Shares 15,200 (+246.9%) Est. Cost $63.43 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value $8.627M (+8.7%) Shares 170,594 (+8.8%) Est. Cost $50.50 Unrealized
ACWX ISHARES TR 0.0%
Value $5.172M (+15.4%) Shares 67,953 (+3.8%) Est. Cost $67.58 Unrealized
OKE ONEOK INC NEW 0.1%
Value $15.37M (+4.7%) Shares 176,800 (+8.8%) Est. Cost $73.96 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value $2.318M (+41.6%) Shares 4,682 (+2.7%) Est. Cost $336.15 Unrealized
CSX CSX CORP 0.0%
Value $2.692M (+33.6%) Shares 56,642 (+15.4%) Est. Cost $35.22 Unrealized
AOR ISHARES TR 0.0%
Value $2.819M (+31.2%) Shares 40,555 (+21.5%) Est. Cost $62.90 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.0%
Value $913K (+274.2%) Shares 9,778 (+254.4%) Est. Cost $92.84 Unrealized
IEUR ISHARES TR 0.0%
Value $3.11M (+27.4%) Shares 41,378 (+19.1%) Est. Cost $70.70 Unrealized
COWZ PACER FDS TR 0.2%
Value $19.64M (+3.5%) Shares 315,772 (+4.1%) Est. Cost $56.18 Unrealized
LGOV FIRST TR EXCHANGE-TRADED FD 0.1%
Value $12.23M (+5.8%) Shares 571,686 (+6.6%) Est. Cost $21.73 Unrealized
GM GENERAL MTRS CO 0.0%
Value $3.187M (+26.3%) Shares 41,346 (+22.1%) Est. Cost $56.20 Unrealized
DDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value $4.106M (+19.2%) Shares 91,063 (+6.9%) Est. Cost $40.88 Unrealized
AOA ISHARES TR 0.0%
Value $1.682M (+64.6%) Shares 17,229 (+49.3%) Est. Cost $88.17 Unrealized
GCOW PACER FDS TR 0.0%
Value $3.909M (+20.2%) Shares 90,273 (+28.4%) Est. Cost $41.28 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $3.346M (-16.3%) Shares 34,861 (+9.4%) Est. Cost $131.95 Unrealized
SDY SPDR SERIES TRUST 0.0%
Value $4.15M (+18.5%) Shares 27,269 (+13.6%) Est. Cost $136.45 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value $3.251M (+24.8%) Shares 8,890 (+3.1%) Est. Cost $264.86 Unrealized
SHYL DBX ETF TR 0.1%
Value $9.34M (+7.4%) Shares 210,216 (+7.3%) Est. Cost $44.98 Unrealized
SDVY FIRST TR EXCHANGE TRADED FD 0.1%
Value $6.453M (+11.0%) Shares 149,592 (+1.5%) Est. Cost $34.81 Unrealized
ZS ZSCALER INC 0.0%
Value $852K (+294.7%) Shares 6,033 (+292.3%) Est. Cost $154.45 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value $9.67M (+7.0%) Shares 131,729 (+7.3%) Est. Cost $73.65 Unrealized
LH LABCORP HOLDINGS INC 0.0%
Value $1.504M (+72.5%) Shares 5,369 (+64.4%) Est. Cost $259.71 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value $1.835M (+52.3%) Shares 5,423 (+59.2%) Est. Cost $457.32 Unrealized
FTHI FIRST TR EXCHANGE TRADED FD 0.0%
Value $3.959M (+18.9%) Shares 165,981 (+14.4%) Est. Cost $22.61 Unrealized
AFL AFLAC INC 0.1%
Value $8.176M (+8.3%) Shares 69,734 (+1.3%) Est. Cost $93.94 Unrealized
BINC BLACKROCK ETF TRUST II 0.1%
Value $13.93M (+4.6%) Shares 266,213 (+3.8%) Est. Cost $52.61 Unrealized
SCHV SCHWAB STRATEGIC TR 0.0%
Value $3.082M (+24.9%) Shares 88,523 (+9.4%) Est. Cost $39.63 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value $1.827M (+48.5%) Shares 23,915 (+41.3%) Est. Cost $65.14 Unrealized
IGPT INVESCO EXCHANGE TRADED FD T 0.0%
Value $840K (+244.5%) Shares 8,072 (+92.1%) Est. Cost $72.11 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value $2.682M (+28.5%) Shares 13,880 (+13.4%) Est. Cost $200.58 Unrealized
FTQI FIRST TR EXCHANGE TRADED FD 0.0%
Value $2.922M (+25.4%) Shares 132,286 (+13.0%) Est. Cost $19.74 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value $1.017M (+134.9%) Shares 20,404 (+232.2%) Est. Cost $57.80 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value $2.582M (+29.2%) Shares 10,487 (+9.2%) Est. Cost $166.46 Unrealized
ALLY ALLY FINL INC 0.0%
Value $2.601M (+28.5%) Shares 56,599 (+9.7%) Est. Cost $41.59 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 0.0%
Value $784K (+270.5%) Shares 42,212 (+272.2%) Est. Cost $18.64 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.1%
Value $6.838M (+9.1%) Shares 90,868 (+8.4%) Est. Cost $75.80 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 0.0%
Value $794K (+250.4%) Shares 39,013 (+251.4%) Est. Cost $20.34 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.0%
Value $792K (+249.3%) Shares 40,367 (+249.5%) Est. Cost $19.64 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value $2.381M (+31.1%) Shares 149,931 (+43.0%) Est. Cost $16.89 Unrealized
BSY BENTLEY SYS INC 0.0%
Value $3.659M (-13.4%) Shares 122,399 (+1.8%) Est. Cost $50.19 Unrealized
RBRK RUBRIK INC. 0.0%
Value $944K (+142.6%) Shares 11,761 (+48.0%) Est. Cost $72.00 Unrealized
DSI ISHARES TR 0.0%
Value $2.285M (+31.6%) Shares 16,050 (+12.0%) Est. Cost $123.12 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value $826K (+193.9%) Shares 15,949 (+166.3%) Est. Cost $49.92 Unrealized
VOD VODAFONE GROUP PLC 0.0%
Value $699K (+354.2%) Shares 52,829 (+415.8%) Est. Cost $12.92 Unrealized
MTZ MASTEC INC 0.0%
Value $2.255M (+31.7%) Shares 5,419 (+1.8%) Est. Cost $101.65 Unrealized
AIPO TIDAL TRUST II 0.0%
Value $1.456M (+59.1%) Shares 43,592 (+18.8%) Est. Cost $23.91 Unrealized
CTVA CORTEVA INC 0.0%
Value $3.546M (+17.7%) Shares 41,872 (+16.4%) Est. Cost $66.18 Unrealized
CGDG CAPITAL GROUP DIVIDEND GROWE 0.1%
Value $8.611M (+6.6%) Shares 229,567 (+2.0%) Est. Cost $32.82 Unrealized
QQQI NEOS ETF TRUST 0.0%
Value $2.742M (+24.0%) Shares 48,274 (+8.5%) Est. Cost $52.45 Unrealized
QXO QXO INC 0.0%
Value $1.087M (+94.7%) Shares 62,900 (+118.8%) Est. Cost $18.70 Unrealized
FYEE FIDELITY GREENWOOD STREET TR 0.1%
Value $6.939M (+8.2%) Shares 240,180 (+1.6%) Est. Cost $28.68 Unrealized
SNPS SYNOPSYS INC 0.0%
Value $1.311M (+66.8%) Shares 2,939 (+48.2%) Est. Cost $481.60 Unrealized
PMAY INNOVATOR ETFS TRUST 0.0%
Value $1.052M (+99.2%) Shares 25,467 (+92.6%) Est. Cost $40.05 Unrealized
FLGV FRANKLIN TEMPLETON ETF TR 0.1%
Value $10.15M (+5.4%) Shares 500,532 (+6.2%) Est. Cost $20.53 Unrealized
DHR DANAHER CORP DEL 0.0%
Value $2.231M (+30.4%) Shares 11,715 (+29.8%) Est. Cost $212.24 Unrealized
VMC VULCAN MATLS CO 0.0%
Value $3.039M (+20.6%) Shares 10,302 (+11.3%) Est. Cost $242.63 Unrealized
RBA RB GLOBAL INC 0.0%
Value $1.267M (+67.8%) Shares 10,880 (+38.1%) Est. Cost $105.68 Unrealized
ADAMS DIVERSIFIED EQUITY FD 0.0%
Value $2.206M (+30.2%) Shares 86,354 (+11.5%) Est. Cost $21.60 Unrealized
WRB BERKLEY W R CORP 0.0%
Value $1.39M (+58.2%) Shares 19,709 (+48.6%) Est. Cost $70.36 Unrealized
LCTU BLACKROCK ETF TRUST 0.0%
Value $2.389M (+27.2%) Shares 29,806 (+11.3%) Est. Cost $72.12 Unrealized
MGC VANGUARD WORLD FD 0.0%
Value $3.33M (+18.1%) Shares 12,170 (+2.0%) Est. Cost $246.38 Unrealized
ULS UL SOLUTIONS INC 0.0%
Value $758K (+197.5%) Shares 7,442 (+150.3%) Est. Cost $93.24 Unrealized
VFMO VANGUARD WELLINGTON FD 0.0%
Value $979K (+105.5%) Shares 3,926 (+62.3%) Est. Cost $197.39 Unrealized
PAPR INNOVATOR ETFS TRUST 0.0%
Value $1.311M (+62.1%) Shares 31,058 (+52.9%) Est. Cost $39.52 Unrealized
PNFP PINNACLE FINL PARTNERS INC 0.0%
Value $2.292M (+28.0%) Shares 22,718 (+9.3%) Est. Cost $97.70 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value $2.569M (+24.1%) Shares 9,865 (+17.8%) Est. Cost $157.47 Unrealized
ENB ENBRIDGE INC 0.0%
Value $4.08M (+13.9%) Shares 75,270 (+13.8%) Est. Cost $37.76 Unrealized
SO SOUTHERN CO 0.1%
Value $11.04M (+4.7%) Shares 115,357 (+5.6%) Est. Cost $76.85 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value $1.75M (+39.7%) Shares 31,045 (+15.1%) Est. Cost $45.45 Unrealized
MGK VANGUARD WORLD FD 0.2%
Value $20.77M (+2.4%) Shares 236,260 (+328.2%) Est. Cost $143.89 Unrealized
AVAV AEROVIRONMENT INC 0.0%
Value $698K (+243.2%) Shares 4,229 (+280.6%) Est. Cost $199.57 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value $1.872M (+35.8%) Shares 42,509 (+26.0%) Est. Cost $41.72 Unrealized
NDSN NORDSON CORP 0.0%
Value $1.374M (+55.9%) Shares 4,556 (+37.5%) Est. Cost $252.65 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value $1.973M (+32.9%) Shares 5,971 (+22.2%) Est. Cost $243.73 Unrealized
EBAY EBAY INC. 0.0%
Value $1.27M (+62.4%) Shares 11,365 (+32.3%) Est. Cost $88.20 Unrealized
IFLR INNOVATOR ETFS TRUST 0.0%
Value $3.349M (+17.0%) Shares 63,128 (+11.1%) Est. Cost $50.67 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $1.853M (+35.6%) Shares 25,267 (+4.1%) Est. Cost $58.16 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 0.0%
Value $1.97M (+32.8%) Shares 42,772 (+32.8%) Est. Cost $46.21 Unrealized
BCS BARCLAYS PLC 0.0%
Value $1.348M (+56.0%) Shares 50,175 (+22.9%) Est. Cost $20.02 Unrealized
PSA PUBLIC STORAGE 0.0%
Value $2.094M (+30.0%) Shares 6,578 (+10.6%) Est. Cost $284.81 Unrealized
TLN TALEN ENERGY CORP 0.0%
Value $880K (+121.3%) Shares 2,289 (+83.9%) Est. Cost $383.76 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value $5.088M (+10.3%) Shares 99,662 (+27.5%) Est. Cost $64.69 Unrealized
HAWX ISHARES TR 0.0%
Value $2.931M (+19.2%) Shares 63,036 (+4.8%) Est. Cost $36.44 Unrealized
EAGG ISHARES TR 0.0%
Value $1.859M (+33.6%) Shares 39,207 (+34.0%) Est. Cost $47.64 Unrealized
UBS UBS GROUP AG 0.0%
Value $1.13M (+70.3%) Shares 22,806 (+34.3%) Est. Cost $39.86 Unrealized
D DOMINION ENERGY INC 0.0%
Value $2.507M (+21.7%) Shares 36,717 (+10.2%) Est. Cost $47.21 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value $1.069M (+70.6%) Shares 4,937 (+53.9%) Est. Cost $191.77 Unrealized
HEFA ISHARES TR 0.0%
Value $3.814M (+13.1%) Shares 81,273 (+2.4%) Est. Cost $35.19 Unrealized
XYZ BLOCK INC 0.0%
Value $1.859M (+31.2%) Shares 24,457 (+3.9%) Est. Cost $65.93 Unrealized
ATI ATI INC 0.0%
Value $1.342M (+48.7%) Shares 6,808 (+9.8%) Est. Cost $77.30 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value $4.407M (+11.0%) Shares 48,067 (+3.2%) Est. Cost $81.47 Unrealized
SPAB SPDR SERIES TRUST 0.1%
Value $6.994M (+6.7%) Shares 274,050 (+7.1%) Est. Cost $25.69 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value $2.128M (+25.8%) Shares 9,740 (+14.1%) Est. Cost $188.22 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value $2.604M (+20.1%) Shares 7,889 (+6.1%) Est. Cost $235.23 Unrealized
BMNR BITMINE IMMERSION TECHS INC 0.0%
Value $1.294M (-25.1%) Shares 97,183 (+11.2%) Est. Cost $33.66 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value $799K (+118.4%) Shares 3,197 (+72.5%) Est. Cost $242.04 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value $1.454M (+42.3%) Shares 4,800 (+11.6%) Est. Cost $238.82 Unrealized
MAS MASCO CORP 0.0%
Value $1.18M (+57.1%) Shares 14,506 (+16.6%) Est. Cost $70.05 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value $1.474M (+41.1%) Shares 38,840 (+23.5%) Est. Cost $33.20 Unrealized
ZTS ZOETIS INC 0.0%
Value $2.472M (+20.9%) Shares 34,405 (+98.9%) Est. Cost $121.28 Unrealized
JUNM FIRST TR EXCHNG TRADED FD VI 0.0%
Value $683K (+165.9%) Shares 19,464 (+159.9%) Est. Cost $34.55 Unrealized
ZWS ZURN ELKAY WATER SOLNS CORP 0.0%
Value $789K (+115.0%) Shares 15,614 (+90.8%) Est. Cost $48.56 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value $4.509M (+10.2%) Shares 275,305 (+15.8%) Est. Cost $19.45 Unrealized
RDDT REDDIT INC 0.0%
Value $1.65M (+33.8%) Shares 9,504 (+3.8%) Est. Cost $138.34 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value $1.31M (+46.6%) Shares 6,693 (+48.4%) Est. Cost $176.09 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value $3.993M (+11.6%) Shares 126,313 (+60.0%) Est. Cost $44.76 Unrealized
CASY CASEYS GEN STORES INC 0.0%
Value $3.472M (+13.6%) Shares 4,368 (+4.0%) Est. Cost $457.02 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value $857K (+93.3%) Shares 72,985 (+84.9%) Est. Cost $11.38 Unrealized
BALI BLACKROCK ETF TRUST 0.0%
Value $1.239M (+50.1%) Shares 36,628 (+36.7%) Est. Cost $31.62 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value $686K (+151.8%) Shares 1,028 (+128.4%) Est. Cost $605.62 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.0%
Value $3.531M (+13.2%) Shares 47,101 (+1.3%) Est. Cost $61.49 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value $3.294M (+14.2%) Shares 7,175 (+20.6%) Est. Cost $531.03 Unrealized
FIIG FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.161M (+54.3%) Shares 56,069 (+54.6%) Est. Cost $20.96 Unrealized
SN SHARKNINJA INC 0.0%
Value $1.037M (+63.9%) Shares 6,809 (+14.0%) Est. Cost $110.87 Unrealized
FPX FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.333M (+43.2%) Shares 6,466 (+10.3%) Est. Cost $130.17 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $2.371M (+20.4%) Shares 55,565 (+77.0%) Est. Cost $66.71 Unrealized
CRH CRH PLC 0.0%
Value $1.693M (+31.0%) Shares 15,826 (+28.7%) Est. Cost $112.57 Unrealized
IYK ISHARES TR 0.0%
Value $1.107M (+56.6%) Shares 15,234 (+51.0%) Est. Cost $68.39 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value $851K (-32.0%) Shares 16,154 (+4.1%) Est. Cost $52.42 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.0%
Value $791K (+101.1%) Shares 15,050 (+100.3%) Est. Cost $51.16 Unrealized
ARKQ ARK ETF TR 0.0%
Value $727K (+120.3%) Shares 5,498 (+87.3%) Est. Cost $122.06 Unrealized
STXE EA SERIES TRUST 0.0%
Value $1.484M (+35.9%) Shares 28,233 (+1.1%) Est. Cost $30.52 Unrealized
FERG FERGUSON ENTERPRISES INC 0.0%
Value $927K (+71.6%) Shares 3,908 (+68.7%) Est. Cost $237.70 Unrealized
FSS FEDERAL SIGNAL CORP 0.0%
Value $2.053M (+23.0%) Shares 15,980 (+3.6%) Est. Cost $115.07 Unrealized
UL UNILEVER PLC 0.0%
Value $3.86M (+11.0%) Shares 64,207 (+5.2%) Est. Cost $65.14 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value $2.255M (+20.5%) Shares 77,866 (+4.4%) Est. Cost $30.86 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value $807K (+89.7%) Shares 14,106 (+87.2%) Est. Cost $56.29 Unrealized
CBRE CBRE GROUP INC 0.0%
Value $1.213M (+45.8%) Shares 9,004 (+46.7%) Est. Cost $128.07 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value $1.739M (+27.5%) Shares 36,478 (+17.2%) Est. Cost $36.21 Unrealized
EQIX EQUINIX INC 0.0%
Value $3.942M (+10.5%) Shares 3,782 (+4.0%) Est. Cost $793.46 Unrealized
SFLR INNOVATOR ETFS TRUST 0.0%
Value $2.393M (+18.6%) Shares 62,025 (+8.8%) Est. Cost $36.42 Unrealized
SSB SOUTHSTATE BK CORP 0.0%
Value $1.464M (+34.3%) Shares 14,658 (+24.4%) Est. Cost $96.96 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value $1.115M (+50.1%) Shares 8,198 (+1.6%) Est. Cost $95.85 Unrealized
ROBT FIRST TR EXCHANGE TRADED FD 0.0%
Value $1.286M (+40.7%) Shares 22,862 (+15.5%) Est. Cost $52.04 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value $1.174M (+46.4%) Shares 27,192 (+53.4%) Est. Cost $56.30 Unrealized
MODL VICTORY PORTFOLIOS II 0.0%
Value $703K (+112.6%) Shares 13,788 (+86.4%) Est. Cost $47.70 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value $8.724M (-4.1%) Shares 70,109 (+52.8%) Est. Cost $234.82 Unrealized
VUSB VANGUARD BD INDEX FDS 0.0%
Value $1.305M (+39.8%) Shares 26,217 (+39.8%) Est. Cost $49.85 Unrealized
DEO DIAGEO PLC 0.0%
Value $1.659M (+28.9%) Shares 20,635 (+19.4%) Est. Cost $113.19 Unrealized
CGCB CAPITAL GRP FIXED INCM ETF T 0.0%
Value $5.327M (+7.5%) Shares 203,488 (+7.8%) Est. Cost $26.28 Unrealized
AVDV AMERICAN CENTY ETF TR 0.0%
Value $4.624M (+8.7%) Shares 44,876 (+5.3%) Est. Cost $100.02 Unrealized
HQY HEALTHEQUITY INC 0.0%
Value $1.022M (+55.9%) Shares 11,318 (+44.3%) Est. Cost $93.78 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value $1.909M (-16.1%) Shares 39,300 (+12.3%) Est. Cost $48.44 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value $1.677M (+27.9%) Shares 14,596 (+25.2%) Est. Cost $73.67 Unrealized
WULF TERAWULF INC 0.0%
Value $725K (+101.8%) Shares 29,337 (+17.9%) Est. Cost $16.12 Unrealized
CRCL CIRCLE INTERNET GROUP INC 0.0%
Value $1.271M (-22.3%) Shares 20,289 (+18.3%) Est. Cost $113.41 Unrealized
AMZN AMAZON COM INC 0.0%
Value $405K (+872.7%) Shares 1,700 (+750.0%) Est. Cost $198.84 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value $1.121M (+47.9%) Shares 6,244 (+56.3%) Est. Cost $223.38 Unrealized
GDXJ VANECK ETF TRUST 0.0%
Value $1.216M (+42.0%) Shares 12,375 (+73.5%) Est. Cost $86.14 Unrealized
RYM RYTHM INC 0.0%
Value $563K (+171.8%) Shares 22,100 (+95.2%) Est. Cost $21.82 Unrealized
ALLE ALLEGION PLC 0.0%
Value $627K (+130.6%) Shares 4,460 (+138.5%) Est. Cost $151.47 Unrealized
ROL ROLLINS INC 0.0%
Value $1.523M (-18.9%) Shares 36,480 (+3.8%) Est. Cost $50.32 Unrealized
USAR USA RARE EARTH INC 0.0%
Value $544K (+183.7%) Shares 25,189 (+99.0%) Est. Cost $20.87 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 0.1%
Value $7.516M (+4.9%) Shares 160,120 (+5.2%) Est. Cost $47.24 Unrealized
BBLU EA SERIES TRUST 0.0%
Value $2.201M (+19.0%) Shares 133,370 (+6.4%) Est. Cost $13.51 Unrealized
QYLD GLOBAL X FDS 0.0%
Value $4.33M (+8.8%) Shares 234,940 (+1.2%) Est. Cost $17.30 Unrealized
IJJ ISHARES TR 0.0%
Value $2.789M (+14.2%) Shares 18,879 (+2.5%) Est. Cost $122.72 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value $2.433M (-12.5%) Shares 4,777 (+17.3%) Est. Cost $519.92 Unrealized
RIO RIO TINTO PLC 0.0%
Value $1.024M (+50.4%) Shares 10,789 (+47.8%) Est. Cost $82.33 Unrealized
GMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value $881K (+63.5%) Shares 20,461 (+56.0%) Est. Cost $41.77 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value $984K (+53.2%) Shares 8,107 (+17.7%) Est. Cost $92.08 Unrealized
PLD PROLOGIS INC. 0.1%
Value $6.207M (+5.8%) Shares 45,820 (+3.2%) Est. Cost $110.09 Unrealized
CGMU CAPITAL GRP FIXED INCM ETF T 0.0%
Value $632K (+116.7%) Shares 23,011 (+114.1%) Est. Cost $27.32 Unrealized
SOUN SOUNDHOUND AI INC 0.0%
Value $568K (+148.2%) Shares 87,766 (+163.5%) Est. Cost $7.18 Unrealized
WSO WATSCO INC 0.0%
Value $1.722M (+24.5%) Shares 4,131 (+8.7%) Est. Cost $383.32 Unrealized
NOK NOKIA CORP 0.0%
Value $696K (+93.4%) Shares 52,398 (+17.1%) Est. Cost $5.95 Unrealized
PWB INVESCO EXCHANGE TRADED FD T 0.0%
Value $1.213M (+38.1%) Shares 7,201 (+3.2%) Est. Cost $103.54 Unrealized
NWG NATWEST GROUP PLC 0.0%
Value $878K (+60.7%) Shares 49,781 (+35.8%) Est. Cost $16.32 Unrealized
GWX SPDR INDEX SHS FDS 0.0%
Value $2.103M (+18.6%) Shares 48,048 (+14.5%) Est. Cost $41.23 Unrealized
STGW STAGWELL INC 0.0%
Value $600K (+120.4%) Shares 80,795 (+86.6%) Est. Cost $6.44 Unrealized
MRNA MODERNA INC 0.0%
Value $635K (+106.7%) Shares 9,064 (+49.9%) Est. Cost $40.90 Unrealized
FID FIRST TR EXCHANGE TRADED FD 0.0%
Value $1.708M (+23.5%) Shares 79,588 (+20.6%) Est. Cost $18.67 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.0%
Value $806K (+66.9%) Shares 20,051 (+40.5%) Est. Cost $34.55 Unrealized
ON ON SEMICONDUCTOR CORP 0.0%
Value $699K (+84.8%) Shares 7,394 (+21.1%) Est. Cost $60.89 Unrealized
RIVERNORTH FLEXIBLE MUNI INC 0.0%
Value $876K (+55.7%) Shares 64,275 (+44.5%) Est. Cost $13.19 Unrealized
SPYI NEOS ETF TRUST 0.0%
Value $1.507M (+26.2%) Shares 28,385 (+17.4%) Est. Cost $51.25 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value $569K (+122.2%) Shares 7,452 (+109.0%) Est. Cost $72.13 Unrealized
WMB WILLIAMS COS INC 0.0%
Value $3.5M (+9.8%) Shares 47,087 (+7.5%) Est. Cost $47.54 Unrealized
OC OWENS CORNING NEW 0.0%
Value $913K (+51.8%) Shares 5,744 (+3.3%) Est. Cost $119.39 Unrealized
LII LENNOX INTL INC 0.0%
Value $974K (+47.0%) Shares 1,700 (+19.0%) Est. Cost $559.47 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value $375K (+485.0%) Shares 1,100 (+175.0%) Est. Cost $184.59 Unrealized
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value $766K (+67.2%) Shares 1,958 (+24.0%) Est. Cost $295.73 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value $1.086M (+39.5%) Shares 12,257 (+19.9%) Est. Cost $54.51 Unrealized
XYL XYLEM INC 0.0%
Value $563K (+120.2%) Shares 4,758 (+122.5%) Est. Cost $121.97 Unrealized
FISV FISERV INC 0.0%
Value $1.291M (+30.7%) Shares 26,326 (+48.6%) Est. Cost $104.28 Unrealized
RCAT RED CAT HLDGS INC 0.0%
Value $707K (+74.9%) Shares 66,384 (+114.9%) Est. Cost $11.02 Unrealized
NRG NRG ENERGY INC 0.0%
Value $1.247M (+31.9%) Shares 8,538 (+32.0%) Est. Cost $99.42 Unrealized
ESGD ISHARES TR 0.0%
Value $1.044M (+40.3%) Shares 10,155 (+30.5%) Est. Cost $95.40 Unrealized
ESGE ISHARES INC 0.0%
Value $992K (+43.3%) Shares 18,132 (+19.1%) Est. Cost $44.74 Unrealized
DIS DISNEY WALT CO 0.1%
Value $8.514M (+3.6%) Shares 88,460 (+3.8%) Est. Cost $99.32 Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value $544K (+120.8%) Shares 6,232 (+149.2%) Est. Cost $89.06 Unrealized
GSSC GOLDMAN SACHS ETF TR 0.0%
Value $1.163M (+33.9%) Shares 12,746 (+9.4%) Est. Cost $76.87 Unrealized
HUM HUMANA INC 0.0%
Value $492K (+144.4%) Shares 1,239 (+6.7%) Est. Cost $269.88 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.0%
Value $1.046M (+38.5%) Shares 86,288 (+31.4%) Est. Cost $11.75 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value $9.524M (+3.1%) Shares 42,732 (+6.3%) Est. Cost $199.64 Unrealized
USXF ISHARES TR 0.0%
Value $1.115M (+34.0%) Shares 16,049 (+6.5%) Est. Cost $57.86 Unrealized
FLQM FRANKLIN TEMPLETON ETF TR 0.0%
Value $1.72M (+19.7%) Shares 29,709 (+13.6%) Est. Cost $56.57 Unrealized
SNTH TIDAL TRUST III 0.0%
Value $1.471M (+23.7%) Shares 49,486 (+9.2%) Est. Cost $26.53 Unrealized
ARW ARROW ELECTRS INC 0.0%
Value $778K (+56.8%) Shares 3,644 (+5.3%) Est. Cost $125.55 Unrealized
FFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value $1.271M (+28.4%) Shares 20,839 (+17.6%) Est. Cost $53.86 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value $1.735M (+19.2%) Shares 5,463 (+3.3%) Est. Cost $176.90 Unrealized
CEF SPROTT ASSET MANAGEMENT LP 0.0%
Value $5.326M (-5.0%) Shares 132,379 (+12.7%) Est. Cost $38.68 Unrealized
SIVR ABRDN SILVER ETF TRUST 0.0%
Value $1.234M (-18.2%) Shares 21,945 (+4.1%) Est. Cost $32.84 Unrealized
AON AON PLC 0.0%
Value $1.926M (+16.7%) Shares 5,805 (+13.5%) Est. Cost $349.93 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value $3.255M (-7.7%) Shares 26,439 (+17.9%) Est. Cost $131.02 Unrealized
DTE DTE ENERGY CO 0.0%
Value $1.495M (+22.3%) Shares 9,812 (+17.4%) Est. Cost $135.67 Unrealized
SKYW SKYWEST INC 0.0%
Value $813K (+50.4%) Shares 8,183 (+39.0%) Est. Cost $100.42 Unrealized
IR INGERSOLL RAND INC 0.0%
Value $1.448M (+23.1%) Shares 17,665 (+20.3%) Est. Cost $80.73 Unrealized
COLUMBIA SELIGM PREM TECH GR 0.0%
Value $591K (+84.8%) Shares 10,976 (+30.1%) Est. Cost $37.15 Unrealized
WTFC WINTRUST FINL CORP 0.0%
Value $1.84M (+17.2%) Shares 11,448 (+1.3%) Est. Cost $88.87 Unrealized
ZION ZIONS BANCORPORATION NATL AS 0.0%
Value $1.492M (+22.1%) Shares 21,559 (+1.7%) Est. Cost $54.94 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.0%
Value $3.233M (+9.0%) Shares 79,536 (+8.7%) Est. Cost $41.23 Unrealized
PEGA PEGASYSTEMS INC 0.0%
Value $724K (-26.8%) Shares 24,141 (+3.9%) Est. Cost $50.07 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value $1.565M (+20.3%) Shares 6,117 (+8.6%) Est. Cost $215.83 Unrealized
RY ROYAL BK CDA 0.0%
Value $871K (+43.0%) Shares 4,209 (+11.8%) Est. Cost $157.05 Unrealized
BALT INNOVATOR ETFS TRUST 0.0%
Value $1.145M (+29.6%) Shares 33,417 (+26.6%) Est. Cost $33.14 Unrealized
AKRE PROFESIONALLY MANAGED PORTFO 0.0%
Value $943K (+38.4%) Shares 17,720 (+37.5%) Est. Cost $62.15 Unrealized
VAC MARRIOTT VACATIONS WORLDWIDE 0.0%
Value $575K (+83.4%) Shares 5,640 (+17.2%) Est. Cost $65.30 Unrealized
IREN IREN LIMITED 0.0%
Value $904K (+40.6%) Shares 19,771 (+5.4%) Est. Cost $39.09 Unrealized
FSMD FIDELITY COVINGTON TRUST 0.0%
Value $1.394M (+22.6%) Shares 26,377 (+3.7%) Est. Cost $42.33 Unrealized
BILS SPDR SERIES TRUST 0.1%
Value $6.478M (+4.1%) Shares 65,179 (+4.2%) Est. Cost $99.42 Unrealized
EVER EVERQUOTE INC 0.0%
Value $673K (+61.0%) Shares 28,299 (+4.4%) Est. Cost $23.62 Unrealized
EVRG EVERGY INC 0.0%
Value $1.497M (+20.5%) Shares 17,325 (+14.2%) Est. Cost $60.15 Unrealized
IGSB ISHARES TR 0.0%
Value $3.038M (+9.1%) Shares 57,971 (+9.4%) Est. Cost $52.35 Unrealized
SPTM SPDR SERIES TRUST 0.0%
Value $1.174M (+27.5%) Shares 12,932 (+11.0%) Est. Cost $77.43 Unrealized
PR PERMIAN RESOURCES CORP 0.0%
Value $1.39M (+22.2%) Shares 75,526 (+41.5%) Est. Cost $15.22 Unrealized
ING ING GROEP N.V. 0.0%
Value $741K (+51.3%) Shares 23,603 (+25.6%) Est. Cost $23.16 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value $1.605M (+18.4%) Shares 148,725 (+13.0%) Est. Cost $9.77 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value $1.77M (+16.4%) Shares 2,839 (+44.3%) Est. Cost $665.27 Unrealized
DWS MUN INCOME TR 0.0%
Value $716K (+52.4%) Shares 77,850 (+50.7%) Est. Cost $9.16 Unrealized
PHG KONINKLIJKE PHILIPS N V 0.0%
Value $1.189M (+25.9%) Shares 43,726 (+26.8%) Est. Cost $25.84 Unrealized
HPQ HP INC 0.0%
Value $542K (+82.0%) Shares 24,712 (+59.4%) Est. Cost $26.10 Unrealized
GLTR ABRDN PRECIOUS METALS BASKET 0.0%
Value $579K (+72.8%) Shares 3,198 (+108.6%) Est. Cost $199.16 Unrealized
SDVD FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.12M (+27.8%) Shares 48,485 (+20.1%) Est. Cost $21.30 Unrealized
PJT PJT PARTNERS INC 0.0%
Value $575K (+73.4%) Shares 3,812 (+60.5%) Est. Cost $163.20 Unrealized
IYJ ISHARES TR 0.0%
Value $615K (+64.8%) Shares 3,690 (+46.0%) Est. Cost $144.81 Unrealized
FXO FIRST TR EXCHANGE-TRADED FD 0.0%
Value $2.052M (+13.1%) Shares 32,847 (+1.7%) Est. Cost $60.38 Unrealized
SMTH ALPS ETF TR 0.0%
Value $625K (+59.8%) Shares 24,278 (+59.9%) Est. Cost $25.90 Unrealized
SYSB ISHARES TR 0.0%
Value $1.099M (+27.0%) Shares 12,390 (+27.4%) Est. Cost $88.94 Unrealized
EWY ISHARES INC 0.0%
Value $447K (+108.0%) Shares 2,213 (+26.7%) Est. Cost $119.30 Unrealized
GGG GRACO INC 0.0%
Value $1.097M (+26.5%) Shares 14,511 (+41.7%) Est. Cost $80.54 Unrealized
TDVI FIRST TR EXCHANGE-TRADED FD 0.0%
Value $790K (+40.7%) Shares 24,875 (+17.7%) Est. Cost $28.11 Unrealized
TRI CONTL CORP 0.0%
Value $1.787M (+14.6%) Shares 51,920 (+5.2%) Est. Cost $31.28 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value $623K (+57.7%) Shares 1,736 (+10.2%) Est. Cost $261.48 Unrealized
PRME PRIME MEDICINE INC 0.0%
Value $486K (+88.3%) Shares 131,722 (+77.6%) Est. Cost $3.75 Unrealized
XHR XENIA HOTELS & RESORTS INC 0.0%
Value $797K (+39.8%) Shares 39,131 (+1.8%) Est. Cost $13.40 Unrealized
SLV ISHARES SILVER TR 0.0%
Value $5.495M (+4.3%) Shares 102,777 (+32.9%) Est. Cost $39.74 Unrealized
GPIQ GOLDMAN SACHS ETF TR 0.0%
Value $518K (+75.4%) Shares 8,726 (+46.4%) Est. Cost $54.51 Unrealized
BUFF INNOVATOR ETFS TRUST 0.0%
Value $1.891M (+13.3%) Shares 35,894 (+6.2%) Est. Cost $49.21 Unrealized
SGI SOMNIGROUP INTERNATIONAL INC 0.0%
Value $938K (+30.8%) Shares 11,965 (+23.3%) Est. Cost $81.08 Unrealized
EALT INNOVATOR ETFS TRUST 0.0%
Value $807K (+37.5%) Shares 22,517 (+28.8%) Est. Cost $34.89 Unrealized
RTX RTX CORPORATION 0.2%
Value $17.91M (+1.2%) Shares 94,391 (+2.9%) Est. Cost $121.99 Unrealized
SMR NUSCALE PWR CORP 0.0%
Value $350K (+160.2%) Shares 34,909 (+181.3%) Est. Cost $12.60 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value $6.885M (+3.2%) Shares 360,079 (+4.2%) Est. Cost $16.95 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value $671K (+46.9%) Shares 8,184 (+27.2%) Est. Cost $68.45 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value $859K (+33.2%) Shares 34,284 (+15.1%) Est. Cost $19.62 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value $429K (+97.7%) Shares 1,631 (+57.0%) Est. Cost $265.91 Unrealized
VFLO VICTORY PORTFOLIOS II 0.0%
Value $750K (+39.3%) Shares 16,383 (+20.3%) Est. Cost $36.26 Unrealized
WCC WESCO INTL INC 0.0%
Value $636K (+49.5%) Shares 1,842 (+18.4%) Est. Cost $249.68 Unrealized
NUAI NEW ERA ENERGY & DIGITAL INC 0.0%
Value $381K (+123.6%) Shares 59,697 (+42.3%) Est. Cost $5.24 Unrealized
FTGS FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.446M (+17.0%) Shares 39,071 (+7.7%) Est. Cost $35.49 Unrealized
CSL CARLISLE COS INC 0.0%
Value $896K (+30.3%) Shares 2,469 (+19.9%) Est. Cost $353.20 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value $441K (+88.9%) Shares 3,002 (+73.3%) Est. Cost $134.74 Unrealized
PGY PAGAYA TECHNOLOGIES LTD 0.0%
Value $527K (+64.6%) Shares 28,903 (+5.1%) Est. Cost $25.12 Unrealized
XAR SPDR SERIES TRUST 0.0%
Value $694K (+42.3%) Shares 2,446 (+27.4%) Est. Cost $237.56 Unrealized
FIW FIRST TR EXCHANGE-TRADED FD 0.0%
Value $860K (+31.1%) Shares 7,853 (+23.5%) Est. Cost $104.90 Unrealized
DB DEUTSCHE BK AG 0.0%
Value $502K (+67.9%) Shares 14,883 (+48.1%) Est. Cost $34.58 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value $4.006M (+5.3%) Shares 79,331 (+1.6%) Est. Cost $51.27 Unrealized
PSTG EVERPURE INC 0.0%
Value $735K (+37.8%) Shares 9,323 (+3.3%) Est. Cost $44.96 Unrealized
CGNX COGNEX CORP 0.0%
Value $481K (+71.5%) Shares 6,638 (+16.0%) Est. Cost $48.34 Unrealized
CLS CELESTICA INC 0.0%
Value $693K (+40.4%) Shares 1,899 (+8.4%) Est. Cost $289.68 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value $1M (+24.7%) Shares 5,000 (+8.7%) Est. Cost $147.15 Unrealized
JMOM J P MORGAN EXCHANGE TRADED F 0.0%
Value $491K (+67.3%) Shares 5,744 (+33.0%) Est. Cost $72.27 Unrealized
CPNG COUPANG INC 0.0%
Value $621K (+46.4%) Shares 35,744 (+59.1%) Est. Cost $23.50 Unrealized
MLPX GLOBAL X FDS 0.0%
Value $901K (+27.8%) Shares 12,231 (+28.2%) Est. Cost $65.06 Unrealized
MFG MIZUHO FINANCIAL GROUP INC 0.0%
Value $492K (+65.9%) Shares 51,373 (+37.5%) Est. Cost $8.22 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value $374K (-34.2%) Shares 9,645 (+4.2%) Est. Cost $72.38 Unrealized
STE STERIS PLC 0.0%
Value $2.843M (+7.3%) Shares 13,502 (+12.7%) Est. Cost $219.30 Unrealized
MAGS LISTED FDS TR 0.0%
Value $1.494M (+14.8%) Shares 23,228 (+3.5%) Est. Cost $58.32 Unrealized
NVT NVENT ELEC PLC 0.0%
Value $450K (+74.3%) Shares 2,655 (+21.5%) Est. Cost $122.47 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value $912K (+26.5%) Shares 44,345 (+5.3%) Est. Cost $19.19 Unrealized
VCRB VANGUARD MALVERN FDS 0.0%
Value $3.047M (+6.7%) Shares 39,447 (+6.9%) Est. Cost $77.68 Unrealized
WAT WATERS CORP 0.0%
Value $590K (+47.6%) Shares 1,572 (+17.2%) Est. Cost $368.27 Unrealized
JPEF J P MORGAN EXCHANGE TRADED F 0.0%
Value $1M (+23.5%) Shares 12,446 (+10.4%) Est. Cost $70.47 Unrealized
MUFG MITSUBISHI UFJ FINANCIAL GRO 0.0%
Value $448K (+72.9%) Shares 22,534 (+47.5%) Est. Cost $17.23 Unrealized
OKLO OKLO INC 0.0%
Value $1.284M (+17.2%) Shares 24,528 (+11.1%) Est. Cost $35.64 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value $1.613M (+13.2%) Shares 44,481 (+2.8%) Est. Cost $29.66 Unrealized
SEI SOLARIS ENERGY INFRAS INC 0.0%
Value $572K (+48.6%) Shares 7,114 (+4.4%) Est. Cost $50.05 Unrealized
VSGX VANGUARD WORLD FD 0.0%
Value $420K (+79.3%) Shares 5,104 (+56.2%) Est. Cost $75.55 Unrealized
SAP SAP SE 0.0%
Value $1.554M (+13.6%) Shares 10,084 (+26.2%) Est. Cost $222.77 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value $707K (+35.0%) Shares 29,913 (+28.6%) Est. Cost $28.41 Unrealized
FELC FIDELITY COVINGTON TRUST 0.0%
Value $877K (+26.2%) Shares 20,934 (+9.2%) Est. Cost $33.96 Unrealized
FDD FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.537M (+13.4%) Shares 82,864 (+8.9%) Est. Cost $16.29 Unrealized
IWL ISHARES TR 0.0%
Value $880K (+25.8%) Shares 4,758 (+9.2%) Est. Cost $150.31 Unrealized
NET CLOUDFLARE INC 0.0%
Value $656K (+37.7%) Shares 2,676 (+15.9%) Est. Cost $170.30 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $3.444M (-5.0%) Shares 103,456 (+9.7%) Est. Cost $51.76 Unrealized
VTRS VIATRIS INC 0.0%
Value $719K (+33.3%) Shares 45,255 (+13.4%) Est. Cost $11.00 Unrealized
KIM KIMCO REALTY CORP 0.0%
Value $1.247M (+16.4%) Shares 49,206 (+3.2%) Est. Cost $18.90 Unrealized
LPLA LPL FINL HLDGS INC 0.0%
Value $739K (+31.1%) Shares 2,622 (+40.0%) Est. Cost $312.04 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value $1.063M (+19.7%) Shares 26,248 (+1.8%) Est. Cost $29.63 Unrealized
MDYG SPDR SERIES TRUST 0.0%
Value $549K (+45.9%) Shares 4,897 (+24.9%) Est. Cost $95.66 Unrealized
ADSK AUTODESK INC 0.0%
Value $868K (-16.6%) Shares 4,463 (+2.7%) Est. Cost $271.72 Unrealized
UMBF UMB FINL CORP 0.0%
Value $561K (+44.4%) Shares 3,928 (+14.1%) Est. Cost $114.30 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value $505K (+50.5%) Shares 3,805 (+29.1%) Est. Cost $123.58 Unrealized
PFXF VANECK ETF TRUST 0.1%
Value $6.154M (+2.8%) Shares 344,948 (+1.1%) Est. Cost $17.22 Unrealized
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value $481K (+53.4%) Shares 18,526 (+77.3%) Est. Cost $36.06 Unrealized
FCFS FIRSTCASH HOLDINGS INC 0.0%
Value $580K (+40.4%) Shares 2,680 (+22.0%) Est. Cost $169.35 Unrealized
BLACKROCK MUNIYIELD QUALITY 0.0%
Value $1.535M (+12.2%) Shares 138,130 (+6.1%) Est. Cost $10.71 Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value $858K (+23.9%) Shares 10,292 (+4.5%) Est. Cost $73.60 Unrealized
INVESCO MUN OPPORTUNIT TR 0.0%
Value $529K (+45.4%) Shares 53,559 (+40.1%) Est. Cost $9.70 Unrealized
BC BRUNSWICK CORP 0.0%
Value $545K (+43.3%) Shares 6,473 (+23.7%) Est. Cost $70.73 Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 0.0%
Value $889K (+22.7%) Shares 9,021 (+5.2%) Est. Cost $87.89 Unrealized
PPG PPG INDS INC 0.0%
Value $906K (+22.1%) Shares 7,471 (+7.6%) Est. Cost $123.11 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value $682K (+31.5%) Shares 6,326 (+10.0%) Est. Cost $83.11 Unrealized
YUM YUM BRANDS INC 0.0%
Value $1.729M (+10.4%) Shares 10,814 (+7.4%) Est. Cost $131.81 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value $10.32M (-1.5%) Shares 81,664 (+8.6%) Est. Cost $98.68 Unrealized
HEI HEICO CORP NEW 0.0%
Value $523K (+44.0%) Shares 1,467 (+10.9%) Est. Cost $304.56 Unrealized
ICLO INVESCO ACTIVELY MANAGED EXC 0.1%
Value $7.453M (+2.2%) Shares 291,375 (+1.9%) Est. Cost $25.52 Unrealized
JBND J P MORGAN EXCHANGE TRADED F 0.0%
Value $486K (+48.4%) Shares 9,079 (+49.1%) Est. Cost $53.68 Unrealized
TMFC RBB FD INC 0.0%
Value $905K (+20.9%) Shares 11,881 (+4.7%) Est. Cost $60.73 Unrealized
KEX KIRBY CORP 0.0%
Value $802K (+24.0%) Shares 5,900 (+21.1%) Est. Cost $107.64 Unrealized
ACWV ISHARES INC 0.0%
Value $847K (+22.4%) Shares 7,047 (+21.6%) Est. Cost $118.98 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value $1.655M (+10.2%) Shares 22,096 (+7.7%) Est. Cost $71.74 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value $601K (+34.2%) Shares 16,309 (+12.7%) Est. Cost $30.75 Unrealized
GFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value $1.465M (+11.6%) Shares 33,266 (+4.2%) Est. Cost $41.09 Unrealized
MBLY MOBILEYE GLOBAL INC 0.0%
Value $289K (+111.7%) Shares 29,825 (+50.2%) Est. Cost $9.83 Unrealized
SLYV SPDR SERIES TRUST 0.0%
Value $848K (+21.8%) Shares 7,771 (+5.6%) Est. Cost $87.96 Unrealized
HUBB HUBBELL INC 0.0%
Value $1.397M (+12.1%) Shares 2,671 (+5.2%) Est. Cost $441.47 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $2.144M (+7.6%) Shares 23,287 (+7.8%) Est. Cost $93.60 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.0%
Value $1.244M (+13.8%) Shares 32,058 (+2.8%) Est. Cost $35.14 Unrealized
ARMK ARAMARK 0.0%
Value $387K (+63.0%) Shares 6,806 (+16.2%) Est. Cost $41.55 Unrealized
EAT BRINKER INTL INC 0.0%
Value $761K (+24.4%) Shares 4,528 (+5.7%) Est. Cost $144.64 Unrealized
TIPX SPDR SERIES TRUST 0.0%
Value $1.443M (+11.5%) Shares 76,227 (+13.1%) Est. Cost $19.07 Unrealized
RSPU INVESCO EXCHANGE TRADED FD T 0.0%
Value $710K (+26.4%) Shares 8,750 (+26.4%) Est. Cost $79.01 Unrealized
WAB WABTEC 0.0%
Value $671K (+28.2%) Shares 2,490 (+18.9%) Est. Cost $221.19 Unrealized
ARGX ARGENX SE 0.0%
Value $347K (+73.6%) Shares 375 (+36.9%) Est. Cost $783.12 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value $5.69M (+2.7%) Shares 74,183 (+3.3%) Est. Cost $76.56 Unrealized
CAIE CALAMOS ETF TR 0.0%
Value $920K (+18.9%) Shares 33,814 (+9.9%) Est. Cost $26.20 Unrealized
AXSM AXSOME THERAPEUTICS INC. 0.0%
Value $426K (+51.6%) Shares 1,739 (+4.7%) Est. Cost $144.75 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value $354K (+67.8%) Shares 12,078 (+30.3%) Est. Cost $35.65 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.0%
Value $2.636M (+5.7%) Shares 60,450 (+5.7%) Est. Cost $44.60 Unrealized
TKO TKO GROUP HOLDINGS INC 0.0%
Value $519K (+37.8%) Shares 2,576 (+38.0%) Est. Cost $180.64 Unrealized
IGIB ISHARES TR 0.0%
Value $2.914M (+5.1%) Shares 54,807 (+5.2%) Est. Cost $52.69 Unrealized
ENTG ENTEGRIS INC 0.0%
Value $342K (+70.6%) Shares 1,903 (+11.2%) Est. Cost $124.56 Unrealized
DG DOLLAR GEN CORP 0.0%
Value $603K (+30.7%) Shares 5,235 (+34.8%) Est. Cost $117.72 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value $823K (+20.7%) Shares 30,862 (+24.3%) Est. Cost $22.32 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.0%
Value $1.467M (+10.6%) Shares 14,941 (+6.2%) Est. Cost $80.81 Unrealized
EOG EOG RES INC 0.0%
Value $1.937M (-6.8%) Shares 14,930 (+3.9%) Est. Cost $114.97 Unrealized
IYF ISHARES TR 0.0%
Value $451K (+44.5%) Shares 3,536 (+33.3%) Est. Cost $127.50 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value $871K (+18.7%) Shares 4,932 (+11.4%) Est. Cost $132.72 Unrealized
ESS ESSEX PPTY TR INC 0.0%
Value $400K (+51.9%) Shares 1,372 (+26.1%) Est. Cost $270.17 Unrealized
TRGP TARGA RES CORP 0.0%
Value $708K (+23.9%) Shares 2,639 (+15.9%) Est. Cost $187.35 Unrealized
BLACKROCK MUNIYILD QULT FD I 0.0%
Value $905K (+17.8%) Shares 78,050 (+11.5%) Est. Cost $11.29 Unrealized
MD PEDIATRIX MEDICAL GROUP INC 0.0%
Value $719K (+23.1%) Shares 28,384 (+4.0%) Est. Cost $20.68 Unrealized
DVA DAVITA INC 0.0%
Value $415K (+48.1%) Shares 1,867 (+2.3%) Est. Cost $123.87 Unrealized
ROYCE MICRO-CAP TR INC 0.0%
Value $418K (+47.2%) Shares 28,571 (+13.7%) Est. Cost $11.71 Unrealized
HFSI HARTFORD FDS EXCHANGE TRADED 0.0%
Value $489K (+37.6%) Shares 13,906 (+35.9%) Est. Cost $34.84 Unrealized
DFSD DIMENSIONAL ETF TRUST 0.0%
Value $1.423M (+10.4%) Shares 29,795 (+10.7%) Est. Cost $47.87 Unrealized
TK TEEKAY CORPORATION LTD 0.0%
Value $796K (-14.4%) Shares 79,587 (+4.6%) Est. Cost $8.49 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value $829K (+19.1%) Shares 11,858 (+6.4%) Est. Cost $58.75 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value $428K (+44.8%) Shares 1,835 (+13.2%) Est. Cost $210.81 Unrealized
ABNB AIRBNB INC 0.0%
Value $963K (+15.9%) Shares 6,729 (+2.3%) Est. Cost $130.83 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value $647K (+25.6%) Shares 1,122 (+28.2%) Est. Cost $557.28 Unrealized
SCYB SCHWAB STRATEGIC TR 0.0%
Value $495K (+36.2%) Shares 18,918 (+35.2%) Est. Cost $26.23 Unrealized
GLXY GALAXY DIGITAL INC. 0.0%
Value $395K (+49.8%) Shares 14,442 (+1.1%) Est. Cost $21.50 Unrealized
EMB ISHARES TR 0.0%
Value $2.499M (+5.5%) Shares 25,917 (+2.8%) Est. Cost $93.32 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value $699K (+22.7%) Shares 9,189 (+9.7%) Est. Cost $76.29 Unrealized
JPHY J P MORGAN EXCHANGE TRADED F 0.0%
Value $1.27M (+11.2%) Shares 25,177 (+10.5%) Est. Cost $50.18 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.0%
Value $477K (+36.5%) Shares 37,237 (+31.5%) Est. Cost $12.33 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value $373K (+51.8%) Shares 5,775 (+6.5%) Est. Cost $42.23 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value $628K (-16.8%) Shares 8,133 (+1.3%) Est. Cost $78.78 Unrealized
TEAM ATLASSIAN CORPORATION 0.0%
Value $388K (+48.4%) Shares 4,987 (+30.2%) Est. Cost $138.56 Unrealized
FGD FIRST TR EXCHANGE-TRADED FD 0.0%
Value $2.138M (+6.3%) Shares 66,822 (+6.1%) Est. Cost $26.80 Unrealized
BKLC BNY MELLON ETF TRUST 0.0%
Value $858K (+17.0%) Shares 5,986 (+1.8%) Est. Cost $115.50 Unrealized
BOX BOX INC 0.0%
Value $450K (+38.0%) Shares 16,954 (+23.0%) Est. Cost $29.59 Unrealized
SPTL SPDR SERIES TRUST 0.0%
Value $1.49M (+9.0%) Shares 56,789 (+9.3%) Est. Cost $26.81 Unrealized
LNC LINCOLN NATL CORP IND 0.0%
Value $1.019M (+13.7%) Shares 28,830 (+14.1%) Est. Cost $32.03 Unrealized
AYI ACUITY INC 0.0%
Value $432K (+39.6%) Shares 1,147 (+3.8%) Est. Cost $307.75 Unrealized
IDXX IDEXX LABS INC 0.0%
Value $631K (+23.9%) Shares 1,199 (+32.2%) Est. Cost $485.82 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.0%
Value $551K (+28.2%) Shares 3,891 (+18.8%) Est. Cost $135.31 Unrealized
GJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value $432K (+38.8%) Shares 10,499 (+32.9%) Est. Cost $39.86 Unrealized
ABCB AMERIS BANCORP 0.0%
Value $824K (+17.2%) Shares 9,124 (+1.2%) Est. Cost $50.24 Unrealized
RWO SPDR INDEX SHS FDS 0.0%
Value $966K (+14.3%) Shares 19,425 (+5.2%) Est. Cost $45.29 Unrealized
WES WESTERN MIDSTREAM PARTNERS L 0.0%
Value $837K (+16.7%) Shares 19,118 (+9.8%) Est. Cost $40.57 Unrealized
NTES NETEASE COM INC 0.0%
Value $408K (+41.4%) Shares 3,186 (+23.5%) Est. Cost $99.88 Unrealized
MSCI MSCI INC 0.0%
Value $907K (+15.2%) Shares 1,619 (+10.8%) Est. Cost $547.04 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value $2.108M (-5.3%) Shares 8,488 (+6.5%) Est. Cost $260.64 Unrealized
JIG J P MORGAN EXCHANGE TRADED F 0.0%
Value $326K (+56.1%) Shares 3,736 (+33.0%) Est. Cost $77.45 Unrealized
VLU SPDR SERIES TRUST 0.0%
Value $677K (+20.8%) Shares 2,844 (+9.0%) Est. Cost $212.91 Unrealized
VICI VICI PPTYS INC 0.0%
Value $837K (+16.1%) Shares 31,506 (+19.4%) Est. Cost $28.69 Unrealized
POCT INNOVATOR ETFS TRUST 0.0%
Value $661K (+21.2%) Shares 14,243 (+12.6%) Est. Cost $43.69 Unrealized
FLOT ISHARES TR 0.0%
Value $859K (+15.4%) Shares 16,818 (+15.2%) Est. Cost $50.93 Unrealized
HNNA HENNESSY ADVISORS INC 0.0%
Value $217K (+111.3%) Shares 21,396 (+103.0%) Est. Cost $10.11 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value $1.728M (+7.0%) Shares 21,297 (+6.8%) Est. Cost $65.85 Unrealized
INDA ISHARES TR 0.0%
Value $304K (+59.4%) Shares 6,150 (+51.1%) Est. Cost $53.47 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value $570K (+24.7%) Shares 5,693 (+13.0%) Est. Cost $84.19 Unrealized
SMMV ISHARES TR 0.0%
Value $560K (+25.1%) Shares 12,157 (+18.5%) Est. Cost $38.93 Unrealized
BLACKROCK MUNIHOLDINGS FD IN 0.0%
Value $414K (+36.7%) Shares 34,816 (+29.6%) Est. Cost $11.42 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value $385K (+40.6%) Shares 11,370 (+25.0%) Est. Cost $31.66 Unrealized
NKE NIKE INC 0.1%
Value $6.799M (+1.7%) Shares 165,639 (+30.8%) Est. Cost $66.41 Unrealized
SAIC SCIENCE APPLICATIONS INTL CO 0.0%
Value $610K (+22.1%) Shares 5,523 (+5.0%) Est. Cost $101.93 Unrealized
CF CF INDUSTRIES HOLD 0.0%
Value $424K (+35.1%) Shares 3,920 (+62.1%) Est. Cost $90.37 Unrealized
OZK BANK OZK LITTLE ROCK ARK 0.0%
Value $739K (+17.2%) Shares 14,183 (+3.3%) Est. Cost $46.29 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value $687K (+18.7%) Shares 5,455 (+19.9%) Est. Cost $143.02 Unrealized
DKNG DRAFTKINGS INC NEW 0.0%
Value $428K (+34.0%) Shares 16,926 (+14.7%) Est. Cost $35.31 Unrealized
SAN BANCO SANTANDER SA 0.0%
Value $449K (+31.7%) Shares 32,510 (+7.6%) Est. Cost $11.20 Unrealized
PULS PGIM ETF TR 0.0%
Value $1.577M (+7.3%) Shares 31,829 (+7.2%) Est. Cost $49.60 Unrealized
AER AERCAP HOLDINGS NV 0.0%
Value $673K (+19.0%) Shares 4,620 (+12.0%) Est. Cost $105.99 Unrealized
CDE COEUR MNG INC 0.0%
Value $893K (+13.7%) Shares 54,712 (+30.7%) Est. Cost $17.14 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value $340K (+46.1%) Shares 10,936 (+30.9%) Est. Cost $28.16 Unrealized
IDV ISHARES TR 0.0%
Value $1.335M (+8.7%) Shares 32,215 (+11.7%) Est. Cost $37.88 Unrealized
MUNI PIMCO ETF TR 0.0%
Value $1.471M (+7.8%) Shares 27,975 (+7.0%) Est. Cost $52.15 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value $14.53M (+0.7%) Shares 186,511 (+1.4%) Est. Cost $77.55 Unrealized
PJUL INNOVATOR ETFS TRUST 0.0%
Value $451K (+30.7%) Shares 9,239 (+23.1%) Est. Cost $46.88 Unrealized
ATR APTARGROUP INC 0.0%
Value $353K (+42.9%) Shares 2,816 (+43.9%) Est. Cost $128.59 Unrealized
NGG NATIONAL GRID PLC 0.0%
Value $1.156M (+10.0%) Shares 13,946 (+12.3%) Est. Cost $74.22 Unrealized
RACE FERRARI N V 0.0%
Value $779K (+15.3%) Shares 2,092 (+4.8%) Est. Cost $431.98 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.0%
Value $332K (+44.9%) Shares 2,187 (+15.3%) Est. Cost $124.85 Unrealized
CTRE CARETRUST REIT INC 0.0%
Value $903K (+12.8%) Shares 22,386 (+2.4%) Est. Cost $35.54 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value $483K (+26.6%) Shares 2,899 (+23.4%) Est. Cost $171.65 Unrealized
GSST GOLDMAN SACHS ETF TR 0.0%
Value $531K (+23.6%) Shares 10,500 (+23.5%) Est. Cost $50.63 Unrealized
ASPN ASPEN AEROGELS INC 0.0%
Value $203K (+97.7%) Shares 32,050 (+6.7%) Est. Cost $5.23 Unrealized
EBND SPDR SERIES TRUST 0.0%
Value $1.152M (+9.5%) Shares 55,078 (+8.1%) Est. Cost $21.29 Unrealized
DMXF ISHARES TR 0.0%
Value $328K (+43.5%) Shares 3,876 (+28.0%) Est. Cost $77.45 Unrealized
DXJ WISDOMTREE TR 0.0%
Value $557K (+21.7%) Shares 3,212 (+11.3%) Est. Cost $135.01 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.0%
Value $1.06M (+10.2%) Shares 25,102 (+10.3%) Est. Cost $42.22 Unrealized
SONY SONY GROUP CORP 0.0%
Value $599K (+19.6%) Shares 29,848 (+23.4%) Est. Cost $23.94 Unrealized
BHP BHP BILLITON LIMITED 0.0%
Value $475K (+25.8%) Shares 5,701 (+9.8%) Est. Cost $73.68 Unrealized
BLK BLACKROCK INC 0.1%
Value $8.433M (+1.2%) Shares 8,770 (+1.2%) Est. Cost $995.51 Unrealized
JOBY JOBY AVIATION INC 0.0%
Value $814K (+13.5%) Shares 91,282 (+5.1%) Est. Cost $10.95 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value $577K (+20.1%) Shares 3,118 (+2.1%) Est. Cost $135.33 Unrealized
VOX VANGUARD WORLD FD 0.0%
Value $1.12M (+9.4%) Shares 6,089 (+7.0%) Est. Cost $162.32 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value $1.296M (+8.0%) Shares 25,809 (+7.4%) Est. Cost $50.13 Unrealized
KVUE KENVUE INC 0.0%
Value $297K (+47.4%) Shares 15,528 (+33.0%) Est. Cost $16.96 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value $1.099M (+9.5%) Shares 5,183 (+1.2%) Est. Cost $161.82 Unrealized
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value $332K (+40.0%) Shares 11,243 (+9.4%) Est. Cost $21.68 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value $605K (+18.3%) Shares 3,712 (+4.0%) Est. Cost $125.61 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.653M (+6.0%) Shares 38,004 (+6.4%) Est. Cost $31.81 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value $829K (+12.6%) Shares 7,010 (+9.4%) Est. Cost $89.41 Unrealized
VIRTUS EQUITY & CONV INCM FD 0.0%
Value $652K (+16.5%) Shares 24,274 (+1.3%) Est. Cost $23.41 Unrealized
SMFG SUMITOMO MITSUI FIN GRP INC 0.0%
Value $475K (+24.1%) Shares 20,141 (+3.9%) Est. Cost $19.60 Unrealized
CMS CMS ENERGY CORP 0.0%
Value $348K (+36.0%) Shares 4,551 (+38.0%) Est. Cost $73.58 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value $378K (+32.2%) Shares 2,064 (+10.1%) Est. Cost $156.58 Unrealized
AOCT INNOVATOR ETFS TRUST 0.0%
Value $420K (+27.7%) Shares 15,339 (+23.5%) Est. Cost $26.63 Unrealized
FAUG FIRST TR EXCHNG TRADED FD VI 0.0%
Value $723K (+14.4%) Shares 12,787 (+4.8%) Est. Cost $52.13 Unrealized
IXC ISHARES TR 0.0%
Value $638K (+16.6%) Shares 12,979 (+36.7%) Est. Cost $55.33 Unrealized
INVESCO VALUE MUN INCOME TR 0.0%
Value $387K (+30.4%) Shares 30,431 (+24.6%) Est. Cost $12.14 Unrealized
FAPR FIRST TR EXCHNG TRADED FD VI 0.0%
Value $1.097M (+8.9%) Shares 23,476 (+4.6%) Est. Cost $42.70 Unrealized
URBN URBAN OUTFITTERS INC 0.0%
Value $679K (+15.0%) Shares 9,584 (+2.8%) Est. Cost $71.86 Unrealized
EGP EASTGROUP PPTYS INC 0.0%
Value $845K (+11.6%) Shares 4,174 (+2.0%) Est. Cost $176.44 Unrealized
WDAY WORKDAY INC 0.0%
Value $394K (+28.6%) Shares 3,216 (+36.4%) Est. Cost $209.84 Unrealized
GRMN GARMIN LTD 0.0%
Value $1.04M (+9.1%) Shares 4,379 (+6.6%) Est. Cost $173.01 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value $906K (+10.6%) Shares 9,356 (+6.5%) Est. Cost $92.16 Unrealized
DXLG DESTINATION XL GROUP INC 0.0%
Value $227K (+60.8%) Shares 338,723 (+22.4%) Est. Cost $0.77 Unrealized
VNLA JANUS DETROIT STR TR 0.0%
Value $3.374M (+2.6%) Shares 69,056 (+2.6%) Est. Cost $49.04 Unrealized
PJAN INNOVATOR ETFS TRUST 0.0%
Value $649K (+15.0%) Shares 13,120 (+7.2%) Est. Cost $46.36 Unrealized
CLOA BLACKROCK ETF TRUST II 0.0%
Value $615K (+15.9%) Shares 11,854 (+15.8%) Est. Cost $51.85 Unrealized
BIIB BIOGEN INC 0.0%
Value $491K (+20.5%) Shares 2,272 (+2.3%) Est. Cost $154.62 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value $1.003M (-7.7%) Shares 1,852 (+1.0%) Est. Cost $412.42 Unrealized
PCY INVESCO EXCH TRADED FD TR II 0.0%
Value $1.328M (+6.7%) Shares 61,344 (+3.0%) Est. Cost $21.05 Unrealized
MCK MCKESSON CORP 0.0%
Value $2.586M (-3.1%) Shares 3,422 (+11.0%) Est. Cost $638.00 Unrealized
EMLC VANECK ETF TRUST 0.0%
Value $704K (+13.1%) Shares 27,535 (+11.1%) Est. Cost $25.28 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value $1.127M (+7.8%) Shares 25,594 (+5.7%) Est. Cost $36.47 Unrealized
RS RELIANCE INC 0.0%
Value $287K (+39.5%) Shares 767 (+13.5%) Est. Cost $332.34 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value $352K (+29.9%) Shares 26,173 (+51.7%) Est. Cost $22.24 Unrealized
CHRD CHORD ENERGY CORPORATION 0.0%
Value $402K (-16.8%) Shares 3,514 (+3.6%) Est. Cost $92.74 Unrealized
RYLD GLOBAL X FDS 0.0%
Value $552K (+17.1%) Shares 34,513 (+9.5%) Est. Cost $15.14 Unrealized
RPM RPM INTL INC 0.0%
Value $410K (+24.4%) Shares 3,688 (+11.3%) Est. Cost $111.71 Unrealized
CLH CLEAN HARBORS INC 0.0%
Value $1.356M (+6.3%) Shares 4,540 (+2.0%) Est. Cost $232.35 Unrealized
EVUS ISHARES TR 0.0%
Value $452K (+21.4%) Shares 12,862 (+10.1%) Est. Cost $32.25 Unrealized
PIMCO DYNAMIC INCOME FD 0.0%
Value $392K (+25.3%) Shares 23,477 (+28.4%) Est. Cost $18.83 Unrealized
RBC RBC BEARINGS INC 0.0%
Value $296K (+36.4%) Shares 459 (+15.0%) Est. Cost $534.17 Unrealized
CERY SPDR SERIES TRUST 0.0%
Value $1.592M (+5.2%) Shares 47,612 (+10.9%) Est. Cost $29.03 Unrealized
PAAS PAN AMERN SILVER CORP 0.0%
Value $460K (-14.5%) Shares 10,266 (+4.3%) Est. Cost $34.53 Unrealized
JSCP J P MORGAN EXCHANGE TRADED F 0.0%
Value $281K (+38.4%) Shares 5,953 (+38.9%) Est. Cost $47.26 Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI 0.0%
Value $853K (+9.8%) Shares 28,699 (+3.4%) Est. Cost $28.06 Unrealized
ITT ITT INC 0.0%
Value $905K (+9.1%) Shares 4,576 (+5.1%) Est. Cost $182.92 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value $1.246M (-5.7%) Shares 3,197 (+14.5%) Est. Cost $330.35 Unrealized
EMHC SPDR SERIES TRUST 0.0%
Value $599K (+14.4%) Shares 23,563 (+11.6%) Est. Cost $25.43 Unrealized
BIP BROOKFIELD INFRASTRUCTURE PA 0.0%
Value $293K (+34.5%) Shares 8,034 (+33.1%) Est. Cost $36.21 Unrealized
EOSE EOS ENERGY ENTERPRISES INC 0.0%
Value $312K (+31.6%) Shares 53,038 (+11.0%) Est. Cost $13.35 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value $1.425M (+5.4%) Shares 12,880 (+7.8%) Est. Cost $91.84 Unrealized
VIRTUS TOTAL RETURN FD INC 0.0%
Value $153K (+91.3%) Shares 22,341 (+85.4%) Est. Cost $6.39 Unrealized
BPOP POPULAR INC 0.0%
Value $357K (+25.6%) Shares 2,173 (+2.6%) Est. Cost $135.97 Unrealized
PPL PPL CORP 0.0%
Value $908K (+8.5%) Shares 24,968 (+14.1%) Est. Cost $32.10 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value $6.047M (-1.2%) Shares 14,848 (+3.2%) Est. Cost $445.10 Unrealized
SHLD GLOBAL X FDS 0.1%
Value $6.043M (+1.2%) Shares 101,207 (+20.0%) Est. Cost $67.88 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value $1.967M (+3.7%) Shares 1,159 (+5.6%) Est. Cost $1936.94 Unrealized
PFF ISHARES TR 0.0%
Value $3.317M (+2.1%) Shares 108,778 (+1.6%) Est. Cost $31.56 Unrealized
DHS WISDOMTREE TR 0.0%
Value $437K (+18.6%) Shares 3,845 (+14.0%) Est. Cost $103.35 Unrealized
MAA MID-AMER APT CMNTYS INC 0.0%
Value $294K (+30.4%) Shares 2,117 (+14.6%) Est. Cost $133.76 Unrealized
VIRTUS ARTIFICIAL INTELLIGEN 0.0%
Value $272K (+33.5%) Shares 9,679 (+1.8%) Est. Cost $21.53 Unrealized
NBTB NBT BANCORP INC 0.0%
Value $291K (+30.5%) Shares 5,897 (+12.5%) Est. Cost $44.89 Unrealized
WLDN WILLDAN GROUP INC 0.0%
Value $625K (+12.2%) Shares 7,905 (+8.6%) Est. Cost $69.25 Unrealized
UOCT INNOVATOR ETFS TRUST 0.0%
Value $403K (+20.3%) Shares 9,799 (+11.9%) Est. Cost $39.23 Unrealized
UJUL INNOVATOR ETFS TRUST 0.0%
Value $447K (+17.7%) Shares 10,964 (+10.6%) Est. Cost $37.87 Unrealized
IMOM EA SERIES TRUST 0.0%
Value $303K (+28.4%) Shares 6,999 (+18.1%) Est. Cost $38.91 Unrealized
GABELLI DIVID & INCOME TR 0.0%
Value $312K (+27.1%) Shares 10,622 (+16.4%) Est. Cost $27.28 Unrealized
SKY CHAMPION HOMES INC 0.0%
Value $376K (+21.4%) Shares 4,267 (+2.5%) Est. Cost $76.61 Unrealized
SE SEA LTD 0.0%
Value $352K (+23.2%) Shares 3,677 (+6.4%) Est. Cost $156.07 Unrealized
SKYY FIRST TR EXCHANGE-TRADED FD 0.0%
Value $277K (+31.4%) Shares 2,060 (+6.8%) Est. Cost $122.14 Unrealized
GUGGENHEIM ACTIVE ALLOC FD 0.0%
Value $651K (+11.3%) Shares 40,738 (+6.0%) Est. Cost $15.40 Unrealized
AROC ARCHROCK INC 0.0%
Value $361K (+21.9%) Shares 8,856 (+4.2%) Est. Cost $29.70 Unrealized
VAW VANGUARD WORLD FD 0.0%
Value $913K (+7.6%) Shares 3,990 (+6.0%) Est. Cost $192.15 Unrealized
MCO MOODYS CORP 0.0%
Value $671K (+10.6%) Shares 1,481 (+6.5%) Est. Cost $444.72 Unrealized
BFRZ INNOVATOR ETFS TRUST 0.0%
Value $285K (+29.2%) Shares 10,535 (+26.0%) Est. Cost $26.50 Unrealized
LB LANDBRIDGE COMPANY LLC 0.0%
Value $449K (+16.7%) Shares 5,661 (+1.7%) Est. Cost $58.26 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC D 0.0%
Value $539K (+13.5%) Shares 259 (+2.8%) Est. Cost $1925.49 Unrealized
HEI/A HEICO CORP NEW 0.0%
Value $333K (+23.6%) Shares 1,293 (+1.2%) Est. Cost $247.09 Unrealized
FDX FEDEX CORP 0.0%
Value $2.539M (+2.5%) Shares 8,110 (+16.6%) Est. Cost $278.96 Unrealized
RELX RELX PLC 0.0%
Value $754K (+9.0%) Shares 23,822 (+14.1%) Est. Cost $41.17 Unrealized
HYG ISHARES TR 0.0%
Value $1.467M (+4.4%) Shares 18,341 (+3.9%) Est. Cost $78.33 Unrealized
UTES ETFIS SER TR I 0.0%
Value $492K (+14.2%) Shares 6,023 (+11.7%) Est. Cost $80.10 Unrealized
BANCROFT FD LTD 0.0%
Value $335K (+22.3%) Shares 12,875 (+1.3%) Est. Cost $21.60 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value $359K (+20.3%) Shares 9,224 (+45.2%) Est. Cost $57.31 Unrealized
UJAN INNOVATOR ETFS TRUST 0.0%
Value $402K (+17.8%) Shares 8,858 (+10.4%) Est. Cost $41.96 Unrealized
DINO HF SINCLAIR CORP 0.0%
Value $404K (+17.6%) Shares 5,794 (+5.4%) Est. Cost $52.30 Unrealized
SNY SANOFI SA 0.0%
Value $1.014M (-5.6%) Shares 23,781 (+6.6%) Est. Cost $48.25 Unrealized
PBR PETROLEO BRASILEIRO S A 0.0%
Value $280K (+27.0%) Shares 17,355 (+63.0%) Est. Cost $18.98 Unrealized
HAS HASBRO INC 0.0%
Value $485K (-10.9%) Shares 5,876 (+1.0%) Est. Cost $79.46 Unrealized
WPC WP CAREY INC 0.0%
Value $988K (+6.4%) Shares 13,818 (+1.1%) Est. Cost $63.93 Unrealized
SBRA SABRA HEALTH CARE REIT INC 0.0%
Value $356K (+19.6%) Shares 18,231 (+17.9%) Est. Cost $19.27 Unrealized
HYS PIMCO ETF TR 0.0%
Value $2.767M (+2.1%) Shares 29,584 (+1.9%) Est. Cost $93.74 Unrealized
IHI ISHARES TR 0.0%
Value $741K (+8.4%) Shares 14,993 (+17.0%) Est. Cost $56.22 Unrealized
CLOUGH GLOBAL OPPORTUNITIES 0.0%
Value $380K (+17.4%) Shares 62,073 (+6.9%) Est. Cost $5.12 Unrealized
OAKM HARRIS OAKMARK ETF TRUST 0.0%
Value $351K (+19.1%) Shares 12,453 (+16.6%) Est. Cost $28.12 Unrealized
DIV GLOBAL X FDS 0.0%
Value $439K (+14.6%) Shares 23,039 (+13.7%) Est. Cost $17.99 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value $1.044M (+5.5%) Shares 5,093 (+4.9%) Est. Cost $168.44 Unrealized
CNK CINEMARK HLDGS INC 0.0%
Value $468K (+13.3%) Shares 14,734 (+1.8%) Est. Cost $26.28 Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.0%
Value $739K (+7.8%) Shares 10,013 (+2.8%) Est. Cost $71.07 Unrealized
DECW AIM ETF PRODUCTS TRUST 0.0%
Value $278K (+23.6%) Shares 7,784 (+15.9%) Est. Cost $34.17 Unrealized
OMF ONEMAIN HLDGS INC 0.0%
Value $276K (+23.4%) Shares 4,534 (+8.3%) Est. Cost $54.68 Unrealized
HYD VANECK ETF TRUST 0.0%
Value $622K (+9.1%) Shares 12,079 (+6.2%) Est. Cost $51.24 Unrealized
PIMCO DYNAMIC INCOME OPRNTS 0.0%
Value $1.316M (+4.1%) Shares 99,525 (+1.8%) Est. Cost $13.80 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value $5.59M (-0.9%) Shares 152,072 (+2.0%) Est. Cost $28.17 Unrealized
MKL MARKEL GROUP INC 0.0%
Value $1.115M (+4.8%) Shares 571 (+2.7%) Est. Cost $1609.02 Unrealized
IBRX IMMUNITYBIO INC 0.0%
Value $161K (+44.9%) Shares 18,359 (+26.9%) Est. Cost $6.49 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value $965K (+5.4%) Shares 17,871 (+3.0%) Est. Cost $47.26 Unrealized
BOKF BOK FINL CORP 0.0%
Value $504K (+10.8%) Shares 3,626 (+2.2%) Est. Cost $78.65 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value $851K (-5.3%) Shares 6,177 (+8.6%) Est. Cost $159.86 Unrealized
LEU CENTRUS ENERGY CORP 0.0%
Value $709K (+7.1%) Shares 4,224 (+10.7%) Est. Cost $112.68 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value $254K (+22.0%) Shares 10,981 (+22.5%) Est. Cost $23.41 Unrealized
CVNA CARVANA CO 0.0%
Value $279K (+19.3%) Shares 4,232 (+469.6%) Est. Cost $75.60 Unrealized
PBR/A PETROLEO BRASILEIRO S A 0.0%
Value $208K (-17.7%) Shares 14,217 (+5.3%) Est. Cost $13.09 Unrealized
CPT CAMDEN PPTY TR 0.0%
Value $254K (+21.4%) Shares 2,221 (+3.5%) Est. Cost $111.19 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value $297K (+17.4%) Shares 50,977 (+1.3%) Est. Cost $4.20 Unrealized
TOPT ISHARES TR 0.0%
Value $304K (+16.8%) Shares 9,229 (+1.6%) Est. Cost $30.85 Unrealized
L LOEWS CORP 0.0%
Value $502K (+9.5%) Shares 4,436 (+3.3%) Est. Cost $103.54 Unrealized
CARY ANGEL OAK FUNDS TRUST 0.0%
Value $899K (+5.1%) Shares 43,269 (+5.1%) Est. Cost $20.71 Unrealized
AUR AURORA INNOVATION INC 0.0%
Value $90,105 (+92.3%) Shares 13,212 (+16.2%) Est. Cost $4.81 Unrealized
HYLN HYLIION HOLDINGS CORP 0.0%
Value $61,999 (+229.2%) Shares 11,900 (+11.2%) Est. Cost $2.34 Unrealized
COLB COLUMBIA BKG SYS INC 0.0%
Value $254K (+20.2%) Shares 7,921 (+2.9%) Est. Cost $30.02 Unrealized
GROZ ZACKS TRUST 0.0%
Value $265K (+18.6%) Shares 8,343 (+2.8%) Est. Cost $27.68 Unrealized
DEM WISDOMTREE TR 0.0%
Value $452K (+10.1%) Shares 8,394 (+1.7%) Est. Cost $49.76 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value $627K (-6.1%) Shares 2,399 (+4.4%) Est. Cost $321.46 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value $584K (-6.4%) Shares 12,820 (+8.5%) Est. Cost $63.03 Unrealized
DFGX DIMENSIONAL ETF TRUST 0.0%
Value $360K (+12.4%) Shares 6,724 (+10.0%) Est. Cost $52.56 Unrealized
CACI CACI INTL INC 0.0%
Value $412K (-8.8%) Shares 890 (+7.0%) Est. Cost $568.68 Unrealized
SBSI SOUTHSIDE BANCSHARES INC 0.0%
Value $308K (+14.8%) Shares 8,739 (+1.5%) Est. Cost $32.41 Unrealized
SRE SEMPRA 0.0%
Value $2.11M (-1.8%) Shares 22,754 (+2.9%) Est. Cost $73.09 Unrealized
MATX MATSON INC 0.0%
Value $249K (+18.9%) Shares 1,298 (+1.4%) Est. Cost $153.95 Unrealized
DIVO AMPLIFY ETF TR 0.0%
Value $783K (+5.3%) Shares 17,128 (+3.3%) Est. Cost $40.33 Unrealized
APA APA CORPORATION 0.0%
Value $531K (-6.9%) Shares 16,311 (+21.4%) Est. Cost $21.73 Unrealized
GLPI GAMING & LEISURE P 0.0%
Value $559K (+7.5%) Shares 12,562 (+7.1%) Est. Cost $44.68 Unrealized
FLO FLOWERS FOODS INC 0.0%
Value $243K (+18.9%) Shares 30,810 (+22.6%) Est. Cost $15.30 Unrealized
LAC LITHIUM AMERS CORP NEW 0.0%
Value $91,178 (+71.2%) Shares 23,683 (+75.6%) Est. Cost $4.94 Unrealized
XOP SPDR SERIES TRUST 0.0%
Value $429K (+9.5%) Shares 2,780 (+29.0%) Est. Cost $132.58 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.0%
Value $547K (-6.3%) Shares 112,930 (+3.0%) Est. Cost $5.31 Unrealized
FDS FACTSET RESH SYS INC 0.0%
Value $506K (+7.8%) Shares 2,198 (+1.7%) Est. Cost $430.36 Unrealized
ACWI ISHARES TR 0.0%
Value $269K (+15.5%) Shares 1,715 (+1.9%) Est. Cost $141.80 Unrealized
BXC BLUELINX HLDGS INC 0.0%
Value $270K (+15.4%) Shares 4,358 (+1.0%) Est. Cost $70.95 Unrealized
FJP FIRST TR EXCH TRD ALPHDX FD 0.0%
Value $242K (+17.1%) Shares 3,169 (+11.4%) Est. Cost $73.00 Unrealized
CPRT COPART INC 0.0%
Value $352K (-9.1%) Shares 12,499 (+7.0%) Est. Cost $40.59 Unrealized
VRSN VERISIGN INC 0.0%
Value $582K (+6.2%) Shares 2,314 (+4.9%) Est. Cost $221.53 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value $1.181M (+3.0%) Shares 5,238 (+2.5%) Est. Cost $209.15 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.0%
Value $1.604M (+2.1%) Shares 31,448 (+2.1%) Est. Cost $50.93 Unrealized
FNV FRANCO NEV CORP 0.0%
Value $345K (-8.8%) Shares 1,654 (+8.0%) Est. Cost $203.22 Unrealized
JMHI J P MORGAN EXCHANGE TRADED F 0.0%
Value $890K (+3.8%) Shares 17,584 (+2.2%) Est. Cost $49.85 Unrealized
SYM SYMBOTIC INC 0.0%
Value $261K (-11.1%) Shares 5,811 (+5.2%) Est. Cost $27.12 Unrealized
E ENI SPA 0.0%
Value $249K (+15.0%) Shares 5,306 (+38.9%) Est. Cost $53.88 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value $407K (+8.6%) Shares 51,605 (+3.9%) Est. Cost $7.42 Unrealized
BBD BANCO BRADESCO S A 0.0%
Value $101K (+42.4%) Shares 29,142 (+49.8%) Est. Cost $3.59 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value $622K (+5.1%) Shares 8,690 (+13.1%) Est. Cost $91.31 Unrealized
GMED GLOBUS MED INC 0.0%
Value $362K (+9.0%) Shares 4,588 (+18.9%) Est. Cost $80.14 Unrealized
ARRY ARRAY TECHNOLOGIES INC 0.0%
Value $575K (+5.4%) Shares 77,569 (+2.8%) Est. Cost $8.13 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value $494K (-5.6%) Shares 4,402 (+10.1%) Est. Cost $57.28 Unrealized
YYY AMPLIFY ETF TR 0.0%
Value $190K (+17.6%) Shares 16,438 (+12.5%) Est. Cost $11.93 Unrealized
WBS WEBSTER FINL CORP 0.0%
Value $235K (+13.4%) Shares 3,077 (+3.0%) Est. Cost $68.45 Unrealized
SEIQ SEI EXCHANGE TRADED FUNDS 0.0%
Value $256K (+12.1%) Shares 6,493 (+3.6%) Est. Cost $38.60 Unrealized
B BARRICK MNG CORP 0.0%
Value $828K (+3.4%) Shares 22,549 (+14.9%) Est. Cost $33.62 Unrealized
ASTS AST SPACEMOBILE INC 0.0%
Value $35,544 (+328.9%) Shares 400 (+300.0%) Est. Cost $89.12 Unrealized
APG API GROUP CORP 0.0%
Value $447K (+6.4%) Shares 10,558 (+1.8%) Est. Cost $33.12 Unrealized
CNM CORE & MAIN INC 0.0%
Value $294K (+9.9%) Shares 6,092 (+12.5%) Est. Cost $55.36 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value $475K (+5.9%) Shares 17,937 (+6.3%) Est. Cost $26.67 Unrealized
AR ANTERO RESOURCES CORP 0.0%
Value $239K (-9.9%) Shares 6,808 (+8.8%) Est. Cost $33.90 Unrealized
FLAHERTY & CRUMRINE DYNAMIC 0.0%
Value $634K (+4.3%) Shares 30,649 (+1.3%) Est. Cost $19.42 Unrealized
CRON CRONOS GROUP INC 0.0%
Value $54,552 (+87.1%) Shares 19,623 (+69.0%) Est. Cost $2.70 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value $810K (-3.0%) Shares 1,852 (+5.2%) Est. Cost $376.42 Unrealized
INVESCO TR INVT GRADE MUNS 0.0%
Value $147K (+20.5%) Shares 13,826 (+12.2%) Est. Cost $10.00 Unrealized
WESTERN ASSET DIVERSIFIED IN 0.0%
Value $331K (+8.1%) Shares 24,403 (+7.1%) Est. Cost $13.78 Unrealized
MDGL MADRIGAL PHARMACEUTICALS INC 0.0%
Value $555K (+4.6%) Shares 1,034 (+2.0%) Est. Cost $493.34 Unrealized
ORI OLD REP INTL CORP 0.0%
Value $293K (+9.0%) Shares 7,171 (+6.2%) Est. Cost $41.53 Unrealized
JNK SPDR SERIES TRUST 0.0%
Value $815K (+3.0%) Shares 8,454 (+2.3%) Est. Cost $95.00 Unrealized
ABRDN TOTAL DYNAMIC DIVIDEND 0.0%
Value $157K (+17.7%) Shares 15,188 (+5.1%) Est. Cost $9.26 Unrealized
LCTD BLACKROCK ETF TRUST 0.0%
Value $308K (+8.2%) Shares 5,337 (+3.8%) Est. Cost $54.88 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $677K (+3.6%) Shares 10,570 (+15.2%) Est. Cost $73.92 Unrealized
HLNE HAMILTON LANE INC 0.0%
Value $245K (+10.5%) Shares 3,104 (+39.3%) Est. Cost $114.02 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value $598K (-3.7%) Shares 16,971 (+2.4%) Est. Cost $33.87 Unrealized
OGS ONE GAS INC 0.0%
Value $282K (-7.5%) Shares 3,653 (+3.4%) Est. Cost $72.25 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value $52,050 (+72.9%) Shares 3,000 (+50.0%) Est. Cost $14.62 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP 0.0%
Value $437K (+5.1%) Shares 6,473 (+1.2%) Est. Cost $51.00 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.0%
Value $417K (+5.2%) Shares 7,139 (+6.4%) Est. Cost $57.31 Unrealized
FE FIRSTENERGY CORP 0.0%
Value $1.084M (+1.9%) Shares 22,808 (+8.6%) Est. Cost $42.47 Unrealized
SGOL ETFS GOLD TR 0.0%
Value $492K (-3.9%) Shares 12,872 (+12.2%) Est. Cost $26.44 Unrealized
EQT EQT CORP 0.0%
Value $549K (-3.4%) Shares 10,334 (+15.6%) Est. Cost $53.05 Unrealized
ALLIANCEBERNSTEIN GLOBAL HIG 0.0%
Value $487K (+4.1%) Shares 47,254 (+2.8%) Est. Cost $10.51 Unrealized
CRUS CIRRUS LOGIC INC 0.0%
Value $388K (+5.1%) Shares 2,611 (+2.4%) Est. Cost $123.69 Unrealized
CHDN CHURCHILL DOWNS INC 0.0%
Value $324K (+6.2%) Shares 3,610 (+6.4%) Est. Cost $99.23 Unrealized
BWX SPDR SERIES TRUST 0.0%
Value $544K (+3.5%) Shares 25,100 (+4.7%) Est. Cost $22.47 Unrealized
HLN HALEON PLC 0.0%
Value $297K (+6.5%) Shares 31,866 (+14.2%) Est. Cost $9.34 Unrealized
NMR NOMURA HLDGS INC 0.0%
Value $106K (+20.4%) Shares 12,027 (+8.2%) Est. Cost $7.96 Unrealized
ITM VANECK ETF TRUST 0.0%
Value $450K (+4.1%) Shares 9,583 (+2.9%) Est. Cost $47.13 Unrealized
NUVEEN FLOATING RATE INCOME 0.0%
Value $315K (+5.9%) Shares 41,091 (+3.8%) Est. Cost $8.22 Unrealized
MCD MCDONALDS CORP 0.2%
Value $21.75M (+0.1%) Shares 80,457 (+15.1%) Est. Cost $282.31 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value $220K (+8.2%) Shares 4,102 (+33.2%) Est. Cost $52.28 Unrealized
POST POST HLDGS INC 0.0%
Value $264K (-5.9%) Shares 2,987 (+5.4%) Est. Cost $103.87 Unrealized
WRD WERIDE INC 0.0%
Value $269K (-5.6%) Shares 46,300 (+31.2%) Est. Cost $8.89 Unrealized
NUVEEN MUN HIGH INCOME OPPOR 0.0%
Value $140K (+12.9%) Shares 13,268 (+10.9%) Est. Cost $11.55 Unrealized
VEEV VEEVA SYS INC 0.0%
Value $322K (+5.2%) Shares 1,813 (+4.1%) Est. Cost $236.38 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.0%
Value $281K (+5.9%) Shares 4,180 (+3.5%) Est. Cost $65.44 Unrealized
NBOS NEUBERGER BERMAN ETF TRUST 0.0%
Value $242K (+6.8%) Shares 8,643 (+2.0%) Est. Cost $25.71 Unrealized
JMTG J P MORGAN EXCHANGE TRADED F 0.0%
Value $687K (+2.3%) Shares 13,563 (+2.9%) Est. Cost $50.99 Unrealized
COHEN & STEERS QUALITY INCOM 0.0%
Value $215K (+7.7%) Shares 17,474 (+5.4%) Est. Cost $12.09 Unrealized
HUMA HUMACYTE INC 0.0%
Value $53,831 (+38.7%) Shares 68,979 (+7.8%) Est. Cost $3.85 Unrealized
EFX EQUIFAX INC 0.0%
Value $523K (+2.9%) Shares 3,296 (+16.7%) Est. Cost $231.41 Unrealized
ZMAR INNOVATOR ETFS TRUST 0.0%
Value $229K (+6.4%) Shares 8,114 (+4.0%) Est. Cost $27.61 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value $2.426M (+0.6%) Shares 16,030 (+4.5%) Est. Cost $213.50 Unrealized
CAVA CAVA GROUP INC 0.0%
Value $342K (+4.2%) Shares 4,356 (+7.4%) Est. Cost $57.32 Unrealized
UHS UNIVERSAL HLTH SVCS INC 0.0%
Value $218K (-5.7%) Shares 1,465 (+13.5%) Est. Cost $211.27 Unrealized
FSMB FIRST TR EXCH TRADED FD III 0.0%
Value $802K (+1.7%) Shares 40,125 (+1.5%) Est. Cost $19.94 Unrealized
ALLSPRING MULTI SECTOR INCOM 0.0%
Value $269K (+5.0%) Shares 29,253 (+2.7%) Est. Cost $9.40 Unrealized
HAL HALLIBURTON CO 0.0%
Value $3.48M (+0.3%) Shares 102,509 (+15.2%) Est. Cost $30.77 Unrealized
TME TENCENT MUSIC ENTMT GROUP 0.0%
Value $155K (-6.9%) Shares 18,615 (+3.4%) Est. Cost $8.99 Unrealized
WESTERN ASSET HIGH INCOME OP 0.0%
Value $191K (+6.1%) Shares 52,351 (+5.8%) Est. Cost $3.96 Unrealized
HLI HOULIHAN LOKEY INC 0.0%
Value $317K (-3.3%) Shares 2,360 (+3.5%) Est. Cost $180.35 Unrealized
FIGR FIGURE TECHNOLOGY SOLUTIO 0.0%
Value $215K (+5.0%) Shares 6,988 (+16.0%) Est. Cost $46.79 Unrealized
SLQD ISHARES TR 0.0%
Value $426K (+2.4%) Shares 8,466 (+2.7%) Est. Cost $49.63 Unrealized
COKE COCA COLA CONS INC 0.0%
Value $234K (+4.4%) Shares 1,228 (+4.9%) Est. Cost $160.70 Unrealized
PUK PRUDENTIAL PLC 0.0%
Value $385K (+2.6%) Shares 14,354 (+8.8%) Est. Cost $25.77 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value $671K (+1.4%) Shares 30,124 (+1.7%) Est. Cost $15.65 Unrealized
NUVEEN DYNAMIC MUN OPPORTUNI 0.0%
Value $147K (+6.7%) Shares 14,120 (+5.5%) Est. Cost $10.27 Unrealized
RXRX RECURSION PHARMACEUTICALS IN 0.0%
Value $44,547 (+25.3%) Shares 12,138 (+4.8%) Est. Cost $4.15 Unrealized
FUMB FIRST TR EXCH TRADED FD III 0.0%
Value $530K (+1.3%) Shares 26,411 (+1.3%) Est. Cost $20.06 Unrealized
FIRST TR SR FLTG RATE INCOME 0.0%
Value $124K (+5.5%) Shares 12,850 (+5.3%) Est. Cost $10.12 Unrealized
SMB VANECK ETF TRUST 0.0%
Value $215K (+3.0%) Shares 12,385 (+2.7%) Est. Cost $17.40 Unrealized
NTR NUTRIEN LTD 0.0%
Value $230K (-2.7%) Shares 3,649 (+16.7%) Est. Cost $67.37 Unrealized
ALT ALTIMMUNE INC 0.0%
Value $87,093 (+6.7%) Shares 28,649 (+8.1%) Est. Cost $5.81 Unrealized
FLXR TCW ETF TRUST 0.0%
Value $357K (+1.4%) Shares 9,100 (+1.5%) Est. Cost $39.54 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value $1.432M (+0.3%) Shares 8,758 (+5.8%) Est. Cost $176.98 Unrealized
CASH PATHWARD FINANCIAL INC 0.0%
Value $574K (+0.7%) Shares 6,588 (+3.2%) Est. Cost $74.02 Unrealized
SCM STELLUS CAP INVT CORP 0.0%
Value $117K (-3.0%) Shares 13,909 (+6.1%) Est. Cost $13.26 Unrealized
BLACKROCK DEBT STRATEGIES FD 0.0%
Value $145K (+2.5%) Shares 14,904 (+1.3%) Est. Cost $10.58 Unrealized
BLACKROCK LTD DURATION INCOM 0.0%
Value $166K (+1.4%) Shares 13,251 (+2.2%) Est. Cost $13.96 Unrealized
EVLV EVOLV TECHNOLOGIES HLDNGS IN 0.0%
Value $64,960 (-2.4%) Shares 11,200 (+1.8%) Est. Cost $7.09 Unrealized
PIPR PIPER SANDLER COMPANIES 0.0%
Value $260K (-0.6%) Shares 3,594 (+5.2%) Est. Cost $76.34 Unrealized
STPZ PIMCO ETF TR 0.0%
Value $2.251M (+0.1%) Shares 42,203 (+1.5%) Est. Cost $51.93 Unrealized
EIPI FIRST TR EXCHNG TRADED FD VI 0.0%
Value $508K (+0.2%) Shares 23,255 (+3.2%) Est. Cost $20.45 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value $6.332M (+0.0%) Shares 15,247 (+4.5%) Est. Cost $399.15 Unrealized
MPLX MPLX LP 0.0%
Value $793K (+0.1%) Shares 14,069 (+1.4%) Est. Cost $45.56 Unrealized
TCW STRATEGIC INCOME FD INC 0.0%
Value $47,283 (+1.9%) Shares 10,484 (+1.4%) Est. Cost $4.93 Unrealized
EIPX FIRST TR EXCHANGE-TRADED FD 0.0%
Value $885K (-0.1%) Shares 28,267 (+2.7%) Est. Cost $26.72 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.0%
Value $119K (+0.3%) Shares 23,872 (+2.6%) Est. Cost $6.17 Unrealized
EATON VANCE LIMITED DURATION 0.0%
Value $163K (+0.2%) Shares 17,365 (+1.0%) Est. Cost $9.80 Unrealized
TMC TMC THE METALS COMPANY INC 0.0%
Value $88,845 (+0.3%) Shares 20,055 (+5.7%) Est. Cost $2.71 Unrealized
TTE TOTALENERGIES SE 0.0%
Value $1.371M (-0.0%) Shares 17,633 (+17.0%) Est. Cost $66.31 Unrealized
CCJ CAMECO CORP 0.0%
Value $305K (+0.0%) Shares 2,992 (+6.7%) Est. Cost $90.68 Unrealized

Exited Positions (141)

XOM EXXON MOBIL CORP 0.4%
Value $48.08M Shares 283,419 Est. Cost $106.13 Unrealized
CTA SIMPLIFY EXCHANGE TRADED FUN 0.4%
Value $44.26M Shares 1,464,649 Est. Cost $30.22 Unrealized
HON HONEYWELL INTL INC 0.1%
Value $12.95M Shares 57,288 Est. Cost $190.62 Unrealized
DHIL DIAMOND HILL INVT GROUP INC 0.1%
Value $11.64M Shares 67,616 Est. Cost $138.13 Unrealized
CCL CARNIVAL CORP 0.1%
Value $8.263M Shares 319,268 Est. Cost $27.70 Unrealized
UI UBIQUITI INC 0.1%
Value $6.719M Shares 8,502 Est. Cost $632.60 Unrealized
FFLC FIDELITY COVINGTON TRUST 0.1%
Value $6.475M Shares 126,263 Est. Cost $44.30 Unrealized
RSPG INVESCO EXCHANGE TRADED FD T 0.0%
Value $5.041M Shares 46,052 Est. Cost $109.47 Unrealized
IPGP IPG PHOTONICS CORP 0.0%
Value $4.056M Shares 35,394 Est. Cost $101.69 Unrealized
AXTI AXT INC 0.0%
Value $2.388M Shares 41,908 Est. Cost $22.70 Unrealized
LDUR PIMCO ETF TR 0.0%
Value $2.141M Shares 22,347 Est. Cost $95.89 Unrealized
AVSF AMERICAN CENTY ETF TR 0.0%
Value $2.04M Shares 43,587 Est. Cost $46.80 Unrealized
LDOS LEIDOS HOLDINGS INC 0.0%
Value $1.916M Shares 12,322 Est. Cost $189.10 Unrealized
TBLL INVESCO EXCH TRADED FD TR II 0.0%
Value $1.77M Shares 16,772 Est. Cost $105.55 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value $1.727M Shares 37,715 Est. Cost $32.80 Unrealized
PL PLANET LABS PBC 0.0%
Value $1.394M Shares 49,881 Est. Cost $24.28 Unrealized
FSLY FASTLY INC 0.0%
Value $1.392M Shares 47,893 Est. Cost $8.95 Unrealized
AU ANGLOGOLD ASHANTI PLC 0.0%
Value $1.376M Shares 14,136 Est. Cost $77.50 Unrealized
USO UNITED STS OIL FD LP 0.0%
Value $1.206M Shares 9,476 Est. Cost $127.25 Unrealized
RGLD ROYAL GOLD INC 0.0%
Value $1.181M Shares 4,640 Est. Cost $202.20 Unrealized
LST MANAGED PORTFOLIO SERIES 0.0%
Value $1.161M Shares 28,707 Est. Cost $40.45 Unrealized
NXT NEXTPOWER INC 0.0%
Value $859K Shares 7,125 Est. Cost $108.82 Unrealized
EEMA ISHARES INC 0.0%
Value $836K Shares 8,734 Est. Cost $88.50 Unrealized
TDW TIDEWATER INC NEW 0.0%
Value $779K Shares 9,327 Est. Cost $64.06 Unrealized
SILJ AMPLIFY ETF TR 0.0%
Value $693K Shares 23,322 Est. Cost $29.72 Unrealized
DRS LEONARDO DRS INC 0.0%
Value $647K Shares 14,543 Est. Cost $40.13 Unrealized
LUNR INTUITIVE MACHINES INC 0.0%
Value $592K Shares 31,883 Est. Cost $15.03 Unrealized
SCJ ISHARES INC 0.0%
Value $572K Shares 5,893 Est. Cost $91.81 Unrealized
TRI THOMSON REUTERS CORP 0.0%
Value $553K Shares 6,140 Est. Cost $130.25 Unrealized
DBB INVESCO DB MULTI-SECTOR COMM 0.0%
Value $546K Shares 20,000 Est. Cost $23.50 Unrealized
NVBT AIM ETF PRODUCTS TRUST 0.0%
Value $528K Shares 14,752 Est. Cost $36.85 Unrealized
XHYI BONDBLOXX ETF TRUST 0.0%
Value $453K Shares 12,120 Est. Cost $38.29 Unrealized
XHYF BONDBLOXX ETF TRUST 0.0%
Value $452K Shares 12,269 Est. Cost $37.97 Unrealized
VLTO VERALTO CORP 0.0%
Value $409K Shares 4,621 Est. Cost $99.80 Unrealized
PBH PRESTIGE CONSMR HEALTHCARE I 0.0%
Value $402K Shares 6,786 Est. Cost $61.37 Unrealized
DLB DOLBY LABORATORIES INC 0.0%
Value $356K Shares 5,931 Est. Cost $66.15 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.0%
Value $352K Shares 6,355 Est. Cost $59.20 Unrealized
IYE ISHARES TR 0.0%
Value $328K Shares 5,068 Est. Cost $48.62 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.0%
Value $325K Shares 500 Est. Cost $580.32 Unrealized
MLPA GLOBAL X FDS 0.0%
Value $314K Shares 5,823 Est. Cost $53.87 Unrealized
BXSL BLACKSTONE SECD LENDING FD 0.0%
Value $310K Shares 13,093 Est. Cost $27.35 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value $305K Shares 803 Est. Cost $410.48 Unrealized
DNOV FIRST TR EXCHNG TRADED FD VI 0.0%
Value $302K Shares 6,307 Est. Cost $42.24 Unrealized
WESTERN ASSET MANAGED MUNS F 0.0%
Value $297K Shares 28,846 Est. Cost $10.24 Unrealized
GFS GLOBALFOUNDRIES INC 0.0%
Value $293K Shares 6,596 Est. Cost $36.18 Unrealized
NUVEEN TAXABLE MUNICPAL INM 0.0%
Value $287K Shares 18,296 Est. Cost $15.41 Unrealized
KRMN KARMAN HLDGS INC 0.0%
Value $274K Shares 3,418 Est. Cost $96.11 Unrealized
SEMR SEMRUSH HLDGS INC 0.0%
Value $273K Shares 22,860 Est. Cost $8.27 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value $270K Shares 1,766 Est. Cost $285.21 Unrealized
IIIV I3 VERTICALS INC 0.0%
Value $270K Shares 12,079 Est. Cost $28.02 Unrealized
INGR INGREDION INC 0.0%
Value $260K Shares 2,312 Est. Cost $116.19 Unrealized
CLX CLOROX CO DEL 0.0%
Value $259K Shares 2,500 Est. Cost $132.06 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value $253K Shares 7,190 Est. Cost $24.55 Unrealized
OVV OVINTIV INC 0.0%
Value $246K Shares 4,138 Est. Cost $43.67 Unrealized
ADUS ADDUS HOMECARE CORP 0.0%
Value $244K Shares 2,605 Est. Cost $114.05 Unrealized
HYGW ISHARES TR 0.0%
Value $241K Shares 8,154 Est. Cost $29.50 Unrealized
PLNT PLANET FITNESS MASTER ISSUER 0.0%
Value $230K Shares 3,097 Est. Cost $93.67 Unrealized
DPZ DOMINOS PIZZA INC 0.0%
Value $230K Shares 641 Est. Cost $413.43 Unrealized
VFF VILLAGE FARMS INTL INC 0.0%
Value $229K Shares 80,537 Est. Cost $1.80 Unrealized
MDB MONGODB INC 0.0%
Value $223K Shares 910 Est. Cost $364.13 Unrealized
SRPT SAREPTA THERAPEUTICS INC 0.0%
Value $219K Shares 10,080 Est. Cost $20.24 Unrealized
VIK VIKING HOLDINGS LTD 0.0%
Value $218K Shares 2,963 Est. Cost $73.78 Unrealized
EXE EXPAND ENERGY CORPORATION 0.0%
Value $215K Shares 1,956 Est. Cost $105.80 Unrealized
ABRDN WORLD HEALTHCARE FUND 0.0%
Value $214K Shares 18,329 Est. Cost $11.67 Unrealized
MDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value $213K Shares 13,187 Est. Cost $16.26 Unrealized
ARKF ARK ETF TR 0.0%
Value $206K Shares 5,421 Est. Cost $33.51 Unrealized
HITI HIGH TIDE INC 0.0%
Value $206K Shares 89,915 Est. Cost $2.49 Unrealized
KGC KINROSS GOLD CORP 0.0%
Value $205K Shares 6,732 Est. Cost $33.79 Unrealized
PRDO PERDOCEO ED CORP 0.0%
Value $204K Shares 5,482 Est. Cost $31.48 Unrealized
IAUM ISHARES GOLD TR 0.0%
Value $201K Shares 4,296 Est. Cost $46.70 Unrealized
BMI BADGER METER INC 0.0%
Value $200K Shares 1,314 Est. Cost $179.79 Unrealized
EQIX EQUINIX INC 0.0%
Value $196K Shares 200 Est. Cost $793.46 Unrealized
KMLI KRANESHARES TRUST 0.0%
Value $196K Shares 20,805 Est. Cost $9.40 Unrealized
PCG PG&E CORP 0.0%
Value $183K Shares 10,389 Est. Cost $16.39 Unrealized
FIRST TR HIGH YIELD OPPRT 20 0.0%
Value $173K Shares 12,790 Est. Cost $14.75 Unrealized
SMH VANECK ETF TRUST 0.0%
Value $153K Shares 400 Est. Cost $294.93 Unrealized
MAT MATTEL INC 0.0%
Value $152K Shares 10,493 Est. Cost $19.87 Unrealized
KKR KKR & CO INC 0.0%
Value $148K Shares 1,600 Est. Cost $102.15 Unrealized
CLBT CELLEBRITE DI LTD 0.0%
Value $147K Shares 10,636 Est. Cost $17.88 Unrealized
CHWY CHEWY INC 0.0%
Value $144K Shares 5,324 Est. Cost $29.26 Unrealized
JBLU JETBLUE AIRWAYS CORP 0.0%
Value $140K Shares 31,710 Est. Cost $5.44 Unrealized
TECK TECK RESOURCES LTD 0.0%
Value $137K Shares 2,653 Est. Cost $54.98 Unrealized
CHWY CHEWY INC 0.0%
Value $135K Shares 5,000 Est. Cost $29.26 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value $135K Shares 2,500 Est. Cost $83.37 Unrealized
FSK FS KKR CAP CORP 0.0%
Value $133K Shares 13,058 Est. Cost $14.31 Unrealized
MFS CHARTER INCOME TR 0.0%
Value $129K Shares 21,366 Est. Cost $6.37 Unrealized
BTU PEABODY ENGR CORP 0.0%
Value $123K Shares 3,718 Est. Cost $34.75 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value $122K Shares 1,600 Est. Cost $54.51 Unrealized
FSLY FASTLY INC 0.0%
Value $116K Shares 4,000 Est. Cost $8.95 Unrealized
BTU PEABODY ENGR CORP 0.0%
Value $98,850 Shares 3,000 Est. Cost $34.75 Unrealized
PFLT PENNANTPARK FLOATING RATE CA 0.0%
Value $98,613 Shares 12,265 Est. Cost $9.08 Unrealized
RTX RTX CORPORATION 0.0%
Value $96,450 Shares 500 Est. Cost $121.99 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $90,975 Shares 1,500 Est. Cost $51.99 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value $86,753 Shares 1,609 Est. Cost $83.37 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value $85,764 Shares 1,400 Est. Cost $61.94 Unrealized
AMZN AMAZON COM INC 0.0%
Value $83,308 Shares 400 Est. Cost $198.84 Unrealized
BITF BITFARMS LTD 0.0%
Value $82,758 Shares 42,440 Est. Cost $3.42 Unrealized
MFS INVT GRADE MUN TR 0.0%
Value $81,905 Shares 10,251 Est. Cost $7.57 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value $81,274 Shares 12,258 Est. Cost $5.16 Unrealized
TECK TECK RESOURCES LTD 0.0%
Value $77,625 Shares 1,500 Est. Cost $54.98 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $76,840 Shares 2,000 Est. Cost $51.76 Unrealized
NTR NUTRIEN LTD 0.0%
Value $75,460 Shares 1,000 Est. Cost $67.37 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value $72,690 Shares 1,000 Est. Cost $65.14 Unrealized
LITE LUMENTUM HLDGS INC 0.0%
Value $70,276 Shares 100 Est. Cost $422.18 Unrealized
C CITIGROUP INC 0.0%
Value $68,046 Shares 600 Est. Cost $98.20 Unrealized
SNDK SANDISK CORP 0.0%
Value $63,534 Shares 100 Est. Cost $1613.32 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value $58,832 Shares 200 Est. Cost $252.71 Unrealized
SNAP SNAP INC 0.0%
Value $55,527 Shares 12,071 Est. Cost $10.88 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value $54,098 Shares 200 Est. Cost $307.64 Unrealized
PBR PETROLEO BRASILEIRO S A 0.0%
Value $51,875 Shares 2,500 Est. Cost $18.98 Unrealized
SLB SLB LIMITED 0.0%
Value $51,390 Shares 1,000 Est. Cost $44.51 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value $50,116 Shares 200 Est. Cost $195.83 Unrealized
INTC INTEL CORP 0.0%
Value $44,130 Shares 1,000 Est. Cost $35.84 Unrealized
SLS SELLAS LIFE SCIENCES GROUP I 0.0%
Value $42,660 Shares 10,085 Est. Cost $1.94 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value $41,580 Shares 600 Est. Cost $69.52 Unrealized
HAL HALLIBURTON CO 0.0%
Value $38,990 Shares 1,000 Est. Cost $30.77 Unrealized
CIEN CIENA CORP 0.0%
Value $38,823 Shares 100 Est. Cost $368.83 Unrealized
BG BUNGE GLOBAL SA 0.0%
Value $38,160 Shares 300 Est. Cost $95.33 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value $36,828 Shares 400 Est. Cost $95.85 Unrealized
PSEC PROSPECT CAP CORP 0.0%
Value $34,811 Shares 13,338 Est. Cost $2.79 Unrealized
JELD JELD-WEN HLDG INC 0.0%
Value $34,224 Shares 27,600 Est. Cost $2.60 Unrealized
LKQ LKQ CORP 0.0%
Value $29,370 Shares 1,000 Est. Cost $30.05 Unrealized
CLOV CLOVER HEALTH INVESTMENTS CO 0.0%
Value $28,225 Shares 16,037 Est. Cost $2.86 Unrealized
UHG UNITED HOMES GROUP INC 0.0%
Value $27,884 Shares 24,038 Est. Cost $1.88 Unrealized
GLW CORNING INC 0.0%
Value $27,194 Shares 200 Est. Cost $158.28 Unrealized
CF CF INDUSTRIES HOLD 0.0%
Value $25,968 Shares 200 Est. Cost $90.37 Unrealized
ICCM ICECURE MEDICAL LTD CAESAREA 0.0%
Value $23,564 Shares 78,285 Est. Cost $0.75 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value $19,890 Shares 3,000 Est. Cost $5.16 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value $19,500 Shares 300 Est. Cost $48.44 Unrealized
AAOI APPLIED OPTOELECTRONICS INC 0.0%
Value $16,918 Shares 200 Est. Cost $41.81 Unrealized
BFRG BULLFROG AI HLDGS INC 0.0%
Value $16,800 Shares 10,000 Est. Cost $0.65 Unrealized
ABVE ABOVE FOOD INGREDIENTS INC 0.0%
Value $15,150 Shares 15,000 Est. Cost $2.92 Unrealized
RXT RACKSPACE TECHNOLOGY INC 0.0%
Value $14,697 Shares 15,000 Est. Cost $0.87 Unrealized
ANGO ANGIODYNAMICS INC 0.0%
Value $13,644 Shares 1,200 Est. Cost $6.47 Unrealized
TBH BRAG HSE HLDGS INC 0.0%
Value $13,451 Shares 50,455 Est. Cost $0.41 Unrealized
MSTR STRATEGY INC 0.0%
Value $12,480 Shares 100 Est. Cost $255.43 Unrealized
SMR NUSCALE PWR CORP 0.0%
Value $10,840 Shares 1,000 Est. Cost $12.60 Unrealized
CSL CARLISLE COS INC 0.0%
Value $8,940 Shares 500 Est. Cost $353.20 Unrealized
ALIT ALIGHT INC 0.0%
Value $8,741 Shares 15,002 Est. Cost $1.46 Unrealized
MP MP MATERIALS CORP 0.0%
Value $4,826 Shares 100 Est. Cost $63.10 Unrealized
SGMO SANGAMO THERAPEUTICS INC 0.0%
Value $3,704 Shares 15,000 Est. Cost $1.06 Unrealized

Decreased Positions (471)

FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value $7.744M (-95.0%) Shares 129,629 (-95.0%) Est. Cost $59.78 Unrealized
BIL SPDR SERIES TRUST 0.3%
Value $37.53M (-75.9%) Shares 409,487 (-75.9%) Est. Cost $91.65 Unrealized
MU MICRON TECHNOLOGY INC 0.9%
Value $105M (+162.5%) Shares 91,350 (-23.2%) Est. Cost $210.72 Unrealized
GLD SPDR GOLD TR 0.4%
Value $50.95M (-52.1%) Shares 138,305 (-44.1%) Est. Cost $327.55 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.4%
Value $48.44M (+172.8%) Shares 83,392 (-4.5%) Est. Cost $176.86 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.3%
Value $33.25M (+196.3%) Shares 111,613 (-1.5%) Est. Cost $84.54 Unrealized
SMH VANECK ETF TRUST 0.5%
Value $55.78M (+64.1%) Shares 85,048 (-4.1%) Est. Cost $294.93 Unrealized
MOAT VANECK ETF TRUST 0.1%
Value $7.744M (-69.9%) Shares 74,490 (-72.0%) Est. Cost $93.48 Unrealized
TOTL SSGA ACTIVE ETF TR 0.1%
Value $10.78M (-58.2%) Shares 273,074 (-57.9%) Est. Cost $39.90 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value $3.744M (-78.3%) Shares 5 (-79.2%) Est. Cost $566331.30 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value $26.5M (+87.5%) Shares 77,696 (-11.9%) Est. Cost $184.59 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value $1.319M (-90.1%) Shares 22,668 (-90.0%) Est. Cost $58.77 Unrealized
INTC INTEL CORP 0.1%
Value $16.24M (+158.6%) Shares 116,278 (-18.3%) Est. Cost $35.84 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value $9.108M (-51.3%) Shares 109,644 (-51.9%) Est. Cost $76.85 Unrealized
SGOV ISHARES TR 0.1%
Value $7.663M (-55.4%) Shares 76,122 (-55.4%) Est. Cost $100.66 Unrealized
QUAL ISHARES TR 0.1%
Value $14.82M (-34.3%) Shares 67,527 (-42.6%) Est. Cost $174.89 Unrealized
BAI BLACKROCK ETF TRUST 0.2%
Value $20.94M (+55.2%) Shares 397,268 (-3.0%) Est. Cost $33.14 Unrealized
URI UNITED RENTALS INC 0.2%
Value $20.73M (+49.9%) Shares 18,299 (-3.6%) Est. Cost $861.61 Unrealized
HGER HARBOR ETF TRUST 0.0%
Value $755K (-89.9%) Shares 25,728 (-89.3%) Est. Cost $31.01 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value $3.203M (-66.8%) Shares 118,410 (-64.7%) Est. Cost $26.85 Unrealized
IEF ISHARES TR 0.2%
Value $17.78M (-26.6%) Shares 187,958 (-25.9%) Est. Cost $95.84 Unrealized
MINT PIMCO ETF TR 0.0%
Value $5.85M (-52.3%) Shares 58,027 (-52.5%) Est. Cost $100.51 Unrealized
VRIG INVESCO ACTIVELY MANAGED EXC 0.0%
Value $5.759M (-52.6%) Shares 229,701 (-52.7%) Est. Cost $25.05 Unrealized
GLDM WORLD GOLD TR 0.0%
Value $892K (-87.6%) Shares 11,232 (-85.5%) Est. Cost $90.40 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value $13.59M (-31.1%) Shares 255,960 (-20.5%) Est. Cost $61.94 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.6%
Value $65.48M (-7.7%) Shares 1,315,350 (-7.7%) Est. Cost $49.11 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.1%
Value $15.47M (+41.0%) Shares 95,787 (-2.1%) Est. Cost $98.11 Unrealized
FN FABRINET 0.0%
Value $1.89M (-69.1%) Shares 3,363 (-71.3%) Est. Cost $412.42 Unrealized
CGMM CAPITAL GROUP EQUITY ETF TR 0.0%
Value $5.461M (-41.5%) Shares 165,625 (-47.9%) Est. Cost $27.74 Unrealized
PKG PACKAGING CORP AMER 0.0%
Value $1.157M (-76.7%) Shares 4,855 (-79.2%) Est. Cost $201.24 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value $345K (-91.4%) Shares 3,663 (-93.5%) Est. Cost $73.14 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value $9.658M (+53.4%) Shares 214,099 (-19.0%) Est. Cost $22.05 Unrealized
BROS DUTCH BROS INC 0.1%
Value $13.16M (+33.5%) Shares 183,322 (-5.8%) Est. Cost $43.43 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value $2.576M (-56.1%) Shares 62,339 (-46.6%) Est. Cost $39.25 Unrealized
IAGG ISHARES TR 0.0%
Value $709K (-82.2%) Shares 14,004 (-82.4%) Est. Cost $50.40 Unrealized
FYC FIRST TR EXCHANGE-TRADED ALP 0.1%
Value $12.61M (+29.5%) Shares 99,023 (-1.4%) Est. Cost $65.05 Unrealized
AAPL APPLE INC 0.0%
Value $599K (-82.7%) Shares 2,100 (-84.7%) Est. Cost $224.38 Unrealized
DBB INVESCO DB MULTI-SECTOR COMM 0.0%
Value $201K (-93.1%) Shares 8,348 (-93.3%) Est. Cost $23.50 Unrealized
VDE VANGUARD WORLD FD 0.0%
Value $4.166M (-36.1%) Shares 27,752 (-26.4%) Est. Cost $137.87 Unrealized
CI THE CIGNA GROUP 0.0%
Value $2.398M (-49.5%) Shares 8,699 (-51.1%) Est. Cost $280.84 Unrealized
XLC SELECT SECTOR SPDR TR 0.2%
Value $19.88M (-10.4%) Shares 185,606 (-7.3%) Est. Cost $101.12 Unrealized
OEF ISHARES TR 0.1%
Value $7.871M (-22.3%) Shares 21,512 (-32.5%) Est. Cost $313.92 Unrealized
CMI CUMMINS INC 0.1%
Value $10.05M (+28.1%) Shares 14,086 (-3.4%) Est. Cost $334.09 Unrealized
HIMU BLACKROCK ETF TRUST II 0.0%
Value $605K (-78.4%) Shares 12,146 (-79.2%) Est. Cost $48.93 Unrealized
NBIS NEBIUS GROUP N.V. 0.1%
Value $8.444M (+34.7%) Shares 30,575 (-49.4%) Est. Cost $94.70 Unrealized
ONDS ONDAS INC 0.0%
Value $637K (-76.2%) Shares 77,342 (-73.9%) Est. Cost $11.04 Unrealized
PKE PARK AEROSPACE CORP 0.0%
Value $361K (-84.1%) Shares 9,450 (-88.6%) Est. Cost $24.42 Unrealized
SHAK SHAKE SHACK INC 0.0%
Value $913K (-67.4%) Shares 16,306 (-48.5%) Est. Cost $91.88 Unrealized
BE BLOOM ENERGY CORP 0.0%
Value $5.476M (+48.4%) Shares 18,089 (-33.6%) Est. Cost $127.86 Unrealized
ETHA ISHARES ETHEREUM TR 0.0%
Value $228K (-88.6%) Shares 19,167 (-84.8%) Est. Cost $17.82 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value $2.032M (-45.9%) Shares 8,503 (-35.8%) Est. Cost $198.82 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value $5.945M (-22.5%) Shares 202,003 (-32.4%) Est. Cost $23.24 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value $4.293M (-27.9%) Shares 210,735 (-27.8%) Est. Cost $20.76 Unrealized
FALN ISHARES TR 0.0%
Value $1.355M (-54.6%) Shares 49,733 (-55.5%) Est. Cost $26.87 Unrealized
VST VISTRA CORP 0.0%
Value $3.204M (-33.7%) Shares 20,196 (-37.1%) Est. Cost $175.91 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value $241K (-86.9%) Shares 3,978 (-83.1%) Est. Cost $87.00 Unrealized
ASTS AST SPACEMOBILE INC 0.0%
Value $1.019M (-60.0%) Shares 11,465 (-62.7%) Est. Cost $89.12 Unrealized
CALF PACER FDS TR 0.0%
Value $1.338M (-52.1%) Shares 26,430 (-57.5%) Est. Cost $41.72 Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value $880K (-60.8%) Shares 15,234 (-66.6%) Est. Cost $49.06 Unrealized
DFNM DIMENSIONAL ETF TRUST 0.1%
Value $7.859M (-14.7%) Shares 162,601 (-15.4%) Est. Cost $47.93 Unrealized
TJX TJX COS INC NEW 0.1%
Value $13.45M (-8.5%) Shares 88,756 (-3.6%) Est. Cost $111.13 Unrealized
SPYV SPDR SERIES TRUST 0.2%
Value $25.11M (+5.2%) Shares 412,981 (-2.1%) Est. Cost $54.15 Unrealized
TLH ISHARES TR 0.1%
Value $9.594M (-11.0%) Shares 95,603 (-10.6%) Est. Cost $101.70 Unrealized
NU NU HLDGS LTD 0.0%
Value $618K (-65.3%) Shares 46,245 (-62.7%) Est. Cost $16.11 Unrealized
TER TERADYNE INC 0.0%
Value $2.975M (+60.2%) Shares 6,150 (-1.8%) Est. Cost $168.46 Unrealized
SBUX STARBUCKS CORP 0.1%
Value $11.47M (+10.8%) Shares 112,282 (-2.9%) Est. Cost $88.53 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value $539K (-67.3%) Shares 3,689 (-60.9%) Est. Cost $226.47 Unrealized
FLEX FLEX LTD 0.0%
Value $1.929M (+134.3%) Shares 11,902 (-5.4%) Est. Cost $53.67 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value $3.608M (-23.2%) Shares 78,101 (-10.4%) Est. Cost $60.84 Unrealized
GDX VANECK ETF TRUST 0.0%
Value $3.359M (-24.4%) Shares 44,524 (-8.1%) Est. Cost $61.84 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value $7.063M (+18.1%) Shares 31,582 (-1.5%) Est. Cost $133.09 Unrealized
THRO BLACKROCK ETF TRUST 0.1%
Value $5.898M (-15.3%) Shares 136,801 (-28.8%) Est. Cost $37.12 Unrealized
ABR ARBOR REALTY TRUST INC 0.0%
Value $466K (-69.0%) Shares 86,019 (-56.0%) Est. Cost $9.50 Unrealized
IYW ISHARES TR 0.0%
Value $4.316M (+31.6%) Shares 17,110 (-5.4%) Est. Cost $176.22 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value $1.328M (-43.6%) Shares 997 (-50.9%) Est. Cost $1242.05 Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value $1.044M (-49.4%) Shares 6,730 (-33.8%) Est. Cost $177.06 Unrealized
QTUM ETF SER SOLUTIONS 0.0%
Value $2.903M (+51.7%) Shares 17,555 (-1.6%) Est. Cost $102.14 Unrealized
PTLC PACER FDS TR 0.0%
Value $5.224M (-15.2%) Shares 89,661 (-23.7%) Est. Cost $49.43 Unrealized
SYK STRYKER CORPORATION 0.0%
Value $5.113M (-15.3%) Shares 16,239 (-11.6%) Est. Cost $339.42 Unrealized
PIMCO INCOME STRATEGY FD II 0.0%
Value $1.163M (-44.1%) Shares 163,098 (-46.0%) Est. Cost $7.50 Unrealized
IVE ISHARES TR 0.2%
Value $26.05M (+3.6%) Shares 114,705 (-3.6%) Est. Cost $198.65 Unrealized
BA BOEING CO 0.1%
Value $14.12M (+6.5%) Shares 65,242 (-2.1%) Est. Cost $202.09 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value $1.346M (-38.8%) Shares 9,828 (-27.4%) Est. Cost $204.47 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value $6.815M (+14.3%) Shares 13,875 (-3.0%) Est. Cost $307.58 Unrealized
FAST FASTENAL CO 0.0%
Value $1.857M (-30.5%) Shares 38,672 (-32.8%) Est. Cost $40.42 Unrealized
LSCC LATTICE SEMICONDUCTOR CORP 0.0%
Value $2.082M (+61.0%) Shares 13,609 (-2.3%) Est. Cost $76.11 Unrealized
QCOM QUALCOMM INC 0.1%
Value $9.73M (-7.5%) Shares 52,653 (-35.5%) Est. Cost $151.81 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $2.925M (-21.1%) Shares 17,547 (-17.9%) Est. Cost $198.57 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.0%
Value $4.238M (-15.6%) Shares 95,268 (-27.1%) Est. Cost $37.79 Unrealized
DOW DOW HLDGS INC 0.0%
Value $756K (-50.3%) Shares 27,632 (-24.3%) Est. Cost $31.66 Unrealized
DJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value $470K (-61.0%) Shares 9,544 (-62.8%) Est. Cost $42.86 Unrealized
BWXT BWX TECHNOLOGIES INC 0.0%
Value $2.854M (-20.4%) Shares 14,664 (-16.4%) Est. Cost $157.01 Unrealized
NEM NEWMONT CORP 0.0%
Value $2.107M (-25.7%) Shares 22,559 (-13.9%) Est. Cost $72.51 Unrealized
MTB M & T BK CORP 0.0%
Value $909K (-44.3%) Shares 3,820 (-51.7%) Est. Cost $210.36 Unrealized
RKLB ROCKET LAB CORP 0.0%
Value $4.084M (+21.1%) Shares 40,178 (-23.5%) Est. Cost $55.51 Unrealized
TTMI TTM TECHNOLOGIES INC 0.0%
Value $1.449M (+85.8%) Shares 7,750 (-3.2%) Est. Cost $93.41 Unrealized
MDT MEDTRONIC PLC 0.1%
Value $6.707M (-8.9%) Shares 66,494 (-21.7%) Est. Cost $86.64 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value $2.483M (+34.9%) Shares 24,758 (-6.8%) Est. Cost $69.52 Unrealized
BOXX EA SERIES TRUST 0.0%
Value $415K (-60.7%) Shares 3,542 (-61.0%) Est. Cost $114.26 Unrealized
MSTR STRATEGY INC 0.0%
Value $328K (-66.1%) Shares 3,770 (-51.3%) Est. Cost $255.43 Unrealized
DBEF DBX ETF TR 0.1%
Value $14.28M (+4.7%) Shares 261,305 (-5.4%) Est. Cost $43.71 Unrealized
AME AMETEK INC 0.1%
Value $6.381M (+11.0%) Shares 26,373 (-1.6%) Est. Cost $198.74 Unrealized
VKTX VIKING THERAPEUTICS INC 0.1%
Value $11.95M (+5.6%) Shares 306,280 (-11.9%) Est. Cost $34.43 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value $2.669M (+30.0%) Shares 7,111 (-3.7%) Est. Cost $317.61 Unrealized
ONTO ONTO INNOVATION INC 0.0%
Value $1.387M (+78.4%) Shares 3,665 (-3.3%) Est. Cost $126.88 Unrealized
BK BANK OF NY MELLON CORP 0.0%
Value $3.57M (+20.4%) Shares 24,689 (-1.3%) Est. Cost $90.37 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value $3.4M (-15.1%) Shares 36,843 (-13.5%) Est. Cost $85.66 Unrealized
APP APPLOVIN CORP 0.0%
Value $3.384M (+21.5%) Shares 6,568 (-6.1%) Est. Cost $465.34 Unrealized
VTWG VANGUARD SCOTTSDALE FDS 0.0%
Value $3.084M (+24.0%) Shares 10,722 (-1.3%) Est. Cost $203.38 Unrealized
NLR VANECK ETF TRUST 0.0%
Value $3.698M (-13.8%) Shares 31,886 (-1.0%) Est. Cost $83.37 Unrealized
STRL STERLING INFRASTRUCTURE INC 0.0%
Value $1.917M (+44.2%) Shares 2,284 (-30.0%) Est. Cost $126.52 Unrealized
UBER UBER TECHNOLOGIES INC 0.2%
Value $19.55M (-2.8%) Shares 270,930 (-3.1%) Est. Cost $78.10 Unrealized
FXU FIRST TR EXCHANGE-TRADED FD 0.0%
Value $644K (-46.4%) Shares 13,062 (-46.1%) Est. Cost $39.22 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value $4.091M (-11.9%) Shares 11,882 (-18.0%) Est. Cost $302.35 Unrealized
BP BP PLC 0.0%
Value $1.272M (-30.0%) Shares 34,423 (-11.0%) Est. Cost $34.63 Unrealized
MSOS ADVISORSHARES TR 0.0%
Value $4.109M (+15.2%) Shares 808,824 (-19.5%) Est. Cost $4.56 Unrealized
DFTX DEFINIUM THERAPEUTICS INC 0.0%
Value $943K (+134.4%) Shares 20,044 (-5.8%) Est. Cost $16.29 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value $6.222M (+9.4%) Shares 74,298 (-1.9%) Est. Cost $68.96 Unrealized
SHY ISHARES TR 0.2%
Value $18.3M (-2.8%) Shares 222,852 (-2.3%) Est. Cost $82.78 Unrealized
RMD RESMED INC 0.0%
Value $599K (-46.7%) Shares 3,072 (-38.6%) Est. Cost $229.72 Unrealized
VFC V F CORP 0.0%
Value $176K (-74.8%) Shares 10,560 (-74.3%) Est. Cost $19.92 Unrealized
AGGY WISDOMTREE TR 0.0%
Value $1.551M (-25.1%) Shares 35,680 (-25.2%) Est. Cost $43.47 Unrealized
SCUS SCHWAB STRATEGIC TR 0.0%
Value $1.282M (-27.8%) Shares 50,919 (-27.7%) Est. Cost $25.25 Unrealized
SII SPROTT INC 0.0%
Value $204K (-70.2%) Shares 1,814 (-62.0%) Est. Cost $29.67 Unrealized
MMM 3M CO 0.0%
Value $5.664M (+9.1%) Shares 34,982 (-2.1%) Est. Cost $116.23 Unrealized
AAPL APPLE INC 0.0%
Value $637K (-42.6%) Shares 2,200 (-50.0%) Est. Cost $224.38 Unrealized
USB US BANCORP 0.0%
Value $4.293M (+12.3%) Shares 71,072 (-3.3%) Est. Cost $38.94 Unrealized
RBLX ROBLOX CORP 0.0%
Value $512K (-47.8%) Shares 9,419 (-45.7%) Est. Cost $86.76 Unrealized
AAOI APPLIED OPTOELECTRONICS INC 0.0%
Value $1.117M (-29.1%) Shares 7,540 (-59.5%) Est. Cost $41.81 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $2.413M (-15.9%) Shares 136,076 (-25.7%) Est. Cost $17.46 Unrealized
CGGE CAPITAL GROUP GLOBAL EQUITY 0.1%
Value $6.663M (-6.4%) Shares 189,081 (-19.0%) Est. Cost $29.56 Unrealized
ADBE ADOBE INC 0.0%
Value $816K (-35.0%) Shares 3,982 (-22.9%) Est. Cost $399.76 Unrealized
ARLP ALLIANCE RESOURCE PARTNERS L 0.0%
Value $1.033M (-29.6%) Shares 43,090 (-18.8%) Est. Cost $25.95 Unrealized
HL HECLA MINING COMPANY 0.0%
Value $274K (-59.6%) Shares 17,762 (-51.3%) Est. Cost $15.27 Unrealized
TCAF T ROWE PRICE EXCHANGE-TRADED 0.0%
Value $2.962M (-12.0%) Shares 72,060 (-23.8%) Est. Cost $35.42 Unrealized
TE T1 ENERGY INC 0.0%
Value $966K (-29.3%) Shares 101,863 (-67.2%) Est. Cost $7.59 Unrealized
INSM INSMED INC 0.0%
Value $444K (-47.2%) Shares 4,161 (-19.1%) Est. Cost $150.56 Unrealized
TBIL RBB FD INC 0.0%
Value $1.75M (-18.4%) Shares 35,104 (-18.4%) Est. Cost $49.92 Unrealized
SNEX STONEX GROUP INC 0.0%
Value $1.405M (+39.1%) Shares 11,854 (-5.3%) Est. Cost $86.62 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value $4.061M (-8.7%) Shares 19,059 (-6.2%) Est. Cost $179.41 Unrealized
INRO BLACKROCK ETF TRUST 0.0%
Value $3.301M (+13.2%) Shares 89,958 (-5.3%) Est. Cost $30.88 Unrealized
AUSF GLOBAL X FDS 0.0%
Value $711K (-34.8%) Shares 14,560 (-35.5%) Est. Cost $42.44 Unrealized
NTRA NATERA INC 0.0%
Value $2.074M (+21.9%) Shares 7,639 (-10.2%) Est. Cost $194.98 Unrealized
SHV ISHARES TR 0.0%
Value $1.86M (-16.6%) Shares 16,860 (-16.6%) Est. Cost $110.29 Unrealized
PAAA PGIM ETF TR 0.0%
Value $2.883M (-11.4%) Shares 56,235 (-11.6%) Est. Cost $51.31 Unrealized
THORNBURG INCM BUILDER OPP T 0.0%
Value $1.579M (-18.9%) Shares 71,540 (-22.3%) Est. Cost $19.96 Unrealized
NDAQ NASDAQ INC 0.0%
Value $2.293M (-13.8%) Shares 29,094 (-7.2%) Est. Cost $69.66 Unrealized
RIOT RIOT PLATFORMS INC 0.0%
Value $694K (+111.2%) Shares 25,365 (-4.7%) Est. Cost $16.81 Unrealized
BELFB BEL FUSE INC 0.0%
Value $949K (+61.7%) Shares 2,848 (-3.9%) Est. Cost $210.32 Unrealized
CENX CENTURY ALUM CO 0.0%
Value $692K (-34.3%) Shares 15,030 (-16.2%) Est. Cost $31.24 Unrealized
IYG ISHARES TR 0.0%
Value $4.894M (+7.9%) Shares 54,092 (-1.2%) Est. Cost $91.24 Unrealized
EXEL EXELIXIS INC 0.0%
Value $1.24M (-21.8%) Shares 22,791 (-38.4%) Est. Cost $39.41 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP 0.0%
Value $1.571M (-17.8%) Shares 52,055 (-3.4%) Est. Cost $30.19 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value $4.126M (+8.6%) Shares 13,799 (-1.1%) Est. Cost $255.09 Unrealized
VIS VANGUARD WORLD FD 0.0%
Value $2.782M (+12.4%) Shares 7,719 (-2.6%) Est. Cost $228.12 Unrealized
SFY TIDAL TRUST I 0.0%
Value $713K (-29.9%) Shares 4,792 (-41.2%) Est. Cost $109.97 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.0%
Value $1.673M (-15.3%) Shares 24,755 (-19.9%) Est. Cost $59.70 Unrealized
WCME FIRST TR EXCHANGE-TRADED FD 0.0%
Value $797K (-27.1%) Shares 40,625 (-37.6%) Est. Cost $16.07 Unrealized
BLBD BLUE BIRD CORP 0.0%
Value $1.153M (+34.5%) Shares 14,598 (-3.3%) Est. Cost $45.91 Unrealized
KAMO MANAGED PORTFOLIO SER 0.0%
Value $1.162M (-20.2%) Shares 47,180 (-20.1%) Est. Cost $25.02 Unrealized
OKTA OKTA INC 0.0%
Value $697K (+70.8%) Shares 5,108 (-1.4%) Est. Cost $96.26 Unrealized
FBCG FIDELITY COVINGTON TRUST 0.0%
Value $698K (-29.2%) Shares 11,245 (-42.9%) Est. Cost $50.12 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value $4.483M (+6.9%) Shares 34,065 (-1.9%) Est. Cost $99.02 Unrealized
AGI ALAMOS GOLD INC 0.0%
Value $410K (-41.1%) Shares 13,529 (-13.8%) Est. Cost $34.84 Unrealized
DVY ISHARES TR 0.0%
Value $5.092M (-5.2%) Shares 32,577 (-8.2%) Est. Cost $138.02 Unrealized
XBI SPDR SERIES TRUST 0.0%
Value $1.573M (+21.6%) Shares 9,942 (-1.8%) Est. Cost $98.35 Unrealized
KR KROGER CO 0.0%
Value $814K (-25.1%) Shares 14,651 (-2.4%) Est. Cost $55.38 Unrealized
OSIS OSI SYSTEMS INC 0.0%
Value $994K (-21.5%) Shares 4,546 (-4.7%) Est. Cost $262.66 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value $638K (-29.8%) Shares 13,143 (-6.0%) Est. Cost $48.44 Unrealized
STT STATE STR CORP 0.0%
Value $1.87M (+16.5%) Shares 11,028 (-13.0%) Est. Cost $118.97 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value $2.223M (-10.6%) Shares 16,896 (-7.5%) Est. Cost $123.97 Unrealized
SNA SNAP ON INC 0.1%
Value $7.208M (+3.8%) Shares 17,912 (-6.3%) Est. Cost $275.06 Unrealized
APLD APPLIED DIGITAL CORP 0.0%
Value $741K (-25.8%) Shares 19,859 (-52.8%) Est. Cost $22.03 Unrealized
CLX CLOROX CO DEL 0.0%
Value $1.079M (-19.0%) Shares 11,309 (-12.1%) Est. Cost $132.06 Unrealized
XSD SPDR SERIES TRUST 0.0%
Value $737K (+51.6%) Shares 1,182 (-20.7%) Est. Cost $320.68 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value $2.357M (+11.8%) Shares 21,474 (-1.8%) Est. Cost $114.47 Unrealized
RITM RITHM CAPITAL CORP 0.0%
Value $1.171M (-17.3%) Shares 124,736 (-16.6%) Est. Cost $11.06 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value $2.096M (+13.1%) Shares 24,085 (-12.9%) Est. Cost $58.81 Unrealized
FXL FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.027M (+30.7%) Shares 4,726 (-4.4%) Est. Cost $140.02 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value $194K (-55.0%) Shares 11,200 (-60.9%) Est. Cost $14.62 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value $2M (-10.6%) Shares 11,607 (-4.1%) Est. Cost $140.85 Unrealized
IHE ISHARES TR 0.0%
Value $5.193M (+4.8%) Shares 52,448 (-8.3%) Est. Cost $86.59 Unrealized
CGCP CAPITAL GRP FIXED INCM ETF T 0.0%
Value $5.171M (-4.3%) Shares 231,978 (-4.1%) Est. Cost $22.50 Unrealized
CNQ CANADIAN NAT RES LTD MED TER 0.0%
Value $345K (-40.0%) Shares 8,737 (-26.0%) Est. Cost $33.43 Unrealized
VIRT VIRTU FINL INC 0.0%
Value $1.02M (+29.1%) Shares 17,122 (-4.7%) Est. Cost $35.74 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value $2.767M (+9.0%) Shares 11,647 (-3.0%) Est. Cost $130.77 Unrealized
FHN FIRST HORIZON CORPORATION 0.0%
Value $721K (-23.0%) Shares 28,133 (-31.7%) Est. Cost $19.20 Unrealized
DY DYCOM INDS INC 0.0%
Value $757K (+39.5%) Shares 1,498 (-6.5%) Est. Cost $337.74 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value $2.786M (+7.6%) Shares 10,526 (-4.8%) Est. Cost $220.00 Unrealized
AIT APPLIED INDL TECHNOLOGIES IN 0.0%
Value $1.11M (+20.5%) Shares 3,282 (-5.4%) Est. Cost $250.62 Unrealized
JULP PGIM ROCK ETF TR 0.0%
Value $867K (-17.8%) Shares 26,582 (-23.6%) Est. Cost $27.52 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value $2.236M (+9.2%) Shares 124,688 (-3.3%) Est. Cost $11.43 Unrealized
OGE OGE ENERGY CORP 0.0%
Value $395K (-31.9%) Shares 8,115 (-32.9%) Est. Cost $36.64 Unrealized
NTAP NETAPP INC 0.0%
Value $963K (+23.8%) Shares 6,220 (-18.1%) Est. Cost $105.53 Unrealized
NOG NORTHERN OIL & GAS INC 0.0%
Value $263K (-41.1%) Shares 14,504 (-5.1%) Est. Cost $27.11 Unrealized
EMN EASTMAN CHEM CO 0.0%
Value $1.044M (-14.9%) Shares 15,590 (-3.0%) Est. Cost $85.62 Unrealized
QLTA ISHARES TR 0.0%
Value $225K (-44.0%) Shares 4,742 (-43.9%) Est. Cost $47.59 Unrealized
GNOV FIRST TR EXCHNG TRADED FD VI 0.0%
Value $2.262M (-7.2%) Shares 54,113 (-13.5%) Est. Cost $37.10 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.0%
Value $1.396M (-11.1%) Shares 13,936 (-11.1%) Est. Cost $100.19 Unrealized
GSEW GOLDMAN SACHS ETF TR 0.0%
Value $217K (-44.6%) Shares 2,302 (-50.3%) Est. Cost $84.65 Unrealized
RMBS RAMBUS INC DEL 0.0%
Value $499K (+51.6%) Shares 3,760 (-1.7%) Est. Cost $99.18 Unrealized
DOCN DIGITALOCEAN HLDGS INC 0.0%
Value $1.12M (+17.7%) Shares 7,133 (-35.7%) Est. Cost $41.63 Unrealized
ARKB ARK 21SHARES BITCOIN ETF 0.0%
Value $378K (-30.7%) Shares 19,407 (-20.0%) Est. Cost $52.80 Unrealized
KHPI MANAGED PORTFOLIO SER 0.0%
Value $1.693M (-8.8%) Shares 65,556 (-14.5%) Est. Cost $25.27 Unrealized
LLY ELI LILLY & CO 0.0%
Value $1.079M (+17.4%) Shares 900 (-10.0%) Est. Cost $814.85 Unrealized
NFLX NETFLIX INC. 0.0%
Value $14,280 (-91.7%) Shares 200 (-88.9%) Est. Cost $100.81 Unrealized
MTGP WISDOMTREE TR 0.0%
Value $1.122M (-12.4%) Shares 25,415 (-12.3%) Est. Cost $43.98 Unrealized
ALHC ALIGNMENT HEALTHCARE INC 0.0%
Value $835K (+22.8%) Shares 35,087 (-9.1%) Est. Cost $21.44 Unrealized
HNGE HINGE HEALTH INC 0.0%
Value $1.014M (+17.9%) Shares 12,219 (-45.2%) Est. Cost $44.65 Unrealized
VISN VISTANCE NETWORKS INC 0.0%
Value $136K (-53.2%) Shares 10,604 (-33.4%) Est. Cost $17.25 Unrealized
ROKU ROKU INC 0.0%
Value $782K (+24.4%) Shares 5,660 (-14.8%) Est. Cost $79.68 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value $8.687M (-1.7%) Shares 38,791 (-10.8%) Est. Cost $244.92 Unrealized
CRWV COREWEAVE INC 0.0%
Value $2.612M (-5.5%) Shares 26,239 (-26.4%) Est. Cost $104.74 Unrealized
ACHR ARCHER AVIATION INC 0.0%
Value $196K (-43.2%) Shares 41,500 (-37.9%) Est. Cost $8.46 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value $1.607M (-8.4%) Shares 12,130 (-6.5%) Est. Cost $127.77 Unrealized
FTXN FIRST TR EXCHANGE TRADED FD 0.0%
Value $283K (-34.0%) Shares 8,463 (-23.8%) Est. Cost $30.78 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value $454K (-24.3%) Shares 2,695 (-7.3%) Est. Cost $215.94 Unrealized
CHRW C H ROBINSON WORLDWIDE IN 0.0%
Value $1.529M (+10.4%) Shares 8,119 (-2.6%) Est. Cost $108.50 Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value $830K (-14.6%) Shares 34,374 (-14.1%) Est. Cost $28.41 Unrealized
ILMN ILLUMINA INC 0.0%
Value $594K (+31.3%) Shares 3,376 (-7.9%) Est. Cost $88.13 Unrealized
EDGF ADVISORS INNER CIRCLE FD II 0.0%
Value $227K (-38.2%) Shares 9,199 (-38.0%) Est. Cost $24.73 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value $831K (-14.3%) Shares 1,811 (-17.0%) Est. Cost $457.91 Unrealized
BSJV INVESCO EXCH TRD SLF IDX FD 0.0%
Value $2.646M (-5.0%) Shares 100,795 (-5.9%) Est. Cost $26.34 Unrealized
INVESCO SR INCOME TR 0.0%
Value $199K (-40.3%) Shares 66,432 (-35.9%) Est. Cost $4.05 Unrealized
CTAS CINTAS CORP 0.0%
Value $2.436M (-5.2%) Shares 14,322 (-5.7%) Est. Cost $194.33 Unrealized
LKQ LKQ CORP 0.0%
Value $483K (-21.5%) Shares 18,358 (-12.4%) Est. Cost $30.05 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 0.0%
Value $1.011M (+15.0%) Shares 13,986 (-2.4%) Est. Cost $63.11 Unrealized
BRO BROWN & BROWN INC 0.0%
Value $634K (-17.2%) Shares 9,890 (-15.8%) Est. Cost $94.94 Unrealized
TUSI TOUCHSTONE ETF TRUST 0.0%
Value $2.748M (-4.5%) Shares 108,770 (-4.3%) Est. Cost $25.32 Unrealized
AAMI ACADIAN ASSET MANAGEMENT INC 0.0%
Value $967K (+15.5%) Shares 13,528 (-12.1%) Est. Cost $45.41 Unrealized
USMF WISDOMTREE TR 0.0%
Value $207K (-38.2%) Shares 3,819 (-43.7%) Est. Cost $49.68 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value $642K (-16.5%) Shares 59,206 (-16.2%) Est. Cost $11.30 Unrealized
JTEK J P MORGAN EXCHANGE TRADED F 0.0%
Value $483K (+34.9%) Shares 4,327 (-3.8%) Est. Cost $84.55 Unrealized
TTD THE TRADE DESK INC 0.0%
Value $196K (-38.7%) Shares 10,856 (-23.0%) Est. Cost $66.81 Unrealized
BEN FRANKLIN RESOURCES INC 0.0%
Value $440K (+36.7%) Shares 13,222 (-3.0%) Est. Cost $20.19 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value $626K (-15.7%) Shares 12,418 (-15.7%) Est. Cost $68.55 Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value $1.747M (-6.2%) Shares 8,666 (-2.8%) Est. Cost $208.20 Unrealized
TOWN TOWNEBANK PORTSMOUTH VA 0.0%
Value $3.066M (+3.9%) Shares 84,612 (-3.5%) Est. Cost $35.50 Unrealized
BLACKROCK TECH AND PRIVATE E 0.0%
Value $454K (+33.7%) Shares 50,244 (-2.3%) Est. Cost $6.72 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.0%
Value $338K (-25.2%) Shares 1,392 (-13.4%) Est. Cost $197.44 Unrealized
DOX AMDOCS LTD 0.0%
Value $299K (-27.3%) Shares 5,911 (-6.2%) Est. Cost $79.88 Unrealized
BG BUNGE GLOBAL SA 0.0%
Value $291K (-27.4%) Shares 2,730 (-13.5%) Est. Cost $95.33 Unrealized
AMCX AMC GLOBAL MEDIA INC 0.0%
Value $399K (+37.9%) Shares 39,947 (-6.2%) Est. Cost $8.41 Unrealized
XYLD GLOBAL X FDS 0.0%
Value $2.933M (-3.6%) Shares 71,901 (-7.5%) Est. Cost $39.56 Unrealized
USAC USA COMPRESSION PARTNERS LP 0.0%
Value $2.603M (-4.0%) Shares 98,647 (-1.3%) Est. Cost $26.98 Unrealized
DHI D R HORTON INC 0.0%
Value $1.512M (+7.7%) Shares 9,282 (-9.3%) Est. Cost $150.95 Unrealized
FEX FIRST TR EXCHANGE-TRADED ALP 0.0%
Value $261K (-29.2%) Shares 1,868 (-38.2%) Est. Cost $108.65 Unrealized
IVOO VANGUARD ADMIRAL FDS INC 0.0%
Value $946K (+12.8%) Shares 7,257 (-1.1%) Est. Cost $105.33 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value $4.347M (-2.4%) Shares 24,204 (-2.0%) Est. Cost $153.22 Unrealized
JXN JACKSON FINANCIAL INC 0.0%
Value $836K (-11.1%) Shares 8,166 (-8.2%) Est. Cost $103.10 Unrealized
SCHI SCHWAB STRATEGIC TR 0.0%
Value $2.525M (-4.0%) Shares 111,528 (-3.8%) Est. Cost $22.72 Unrealized
OBK ORIGIN BANCORP INC 0.0%
Value $299K (-25.7%) Shares 5,843 (-39.8%) Est. Cost $36.69 Unrealized
LFUS LITTELFUSE INC 0.0%
Value $614K (+20.0%) Shares 1,348 (-10.6%) Est. Cost $271.27 Unrealized
HSBC HSBC HLDGS PLC 0.0%
Value $1.128M (+10.0%) Shares 11,859 (-4.6%) Est. Cost $73.00 Unrealized
SF STIFEL FINL CORP 0.0%
Value $910K (-10.1%) Shares 13,038 (-4.7%) Est. Cost $89.59 Unrealized
EPI WISDOMTREE TR 0.0%
Value $376K (-21.2%) Shares 8,796 (-24.9%) Est. Cost $47.43 Unrealized
ENSG ENSIGN GROUP INC 0.0%
Value $238K (-29.4%) Shares 1,483 (-11.2%) Est. Cost $181.27 Unrealized
BUD ANHEUSER BUSCH INBEV SA NV 0.0%
Value $673K (+16.9%) Shares 8,163 (-1.6%) Est. Cost $62.90 Unrealized
ANF ABERCROMBIE & FITCH CO 0.0%
Value $662K (-12.4%) Shares 7,350 (-11.1%) Est. Cost $83.46 Unrealized
EPS WISDOMTREE TR 0.0%
Value $659K (-12.3%) Shares 8,472 (-23.2%) Est. Cost $59.72 Unrealized
FOXA FOX CORP 0.0%
Value $247K (-26.9%) Shares 4,730 (-18.2%) Est. Cost $60.73 Unrealized
FMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value $2.002M (+4.8%) Shares 38,310 (-2.8%) Est. Cost $46.41 Unrealized
FHI FEDERATED HERMES INC 0.0%
Value $1.582M (-5.4%) Shares 28,645 (-2.9%) Est. Cost $53.54 Unrealized
NUEM NUSHARES ETF TR 0.0%
Value $861K (+11.4%) Shares 20,280 (-3.6%) Est. Cost $32.76 Unrealized
FLTR VANECK ETF TRUST 0.0%
Value $648K (-11.9%) Shares 25,309 (-12.4%) Est. Cost $25.50 Unrealized
IYZ ISHARES TR 0.0%
Value $2.213M (+4.1%) Shares 52,295 (-3.2%) Est. Cost $23.52 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.4%
Value $42.63M (-0.2%) Shares 453,934 (-1.4%) Est. Cost $84.62 Unrealized
CION CION INVT CORP 0.0%
Value $192K (-30.8%) Shares 30,842 (-24.0%) Est. Cost $7.86 Unrealized
SBR SABINE RTY TR 0.0%
Value $1.68M (-4.6%) Shares 22,951 (-2.3%) Est. Cost $62.21 Unrealized
WWD WOODWARD INC 0.0%
Value $586K (+16.1%) Shares 1,378 (-2.3%) Est. Cost $291.92 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value $1.662M (+5.0%) Shares 9,560 (-15.7%) Est. Cost $130.74 Unrealized
QBTS D-WAVE QUANTUM INC 0.0%
Value $322K (+32.6%) Shares 13,440 (-20.3%) Est. Cost $18.22 Unrealized
EXLS EXLSERVICE HLDGS INC 0.0%
Value $383K (-16.8%) Shares 14,801 (-2.0%) Est. Cost $42.93 Unrealized
BAR GRANITESHARES GOLD TR 0.0%
Value $317K (-19.5%) Shares 8,019 (-6.1%) Est. Cost $43.45 Unrealized
CALAMOS LNG SHR EQT DYNAMIC 0.0%
Value $628K (-10.8%) Shares 47,997 (-7.4%) Est. Cost $14.37 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value $481K (-13.6%) Shares 44,247 (-12.1%) Est. Cost $11.78 Unrealized
ENVX ENOVIX CORPORATION 0.0%
Value $613K (+14.0%) Shares 101,068 (-2.7%) Est. Cost $10.33 Unrealized
AHR AMERICAN HEALTHCARE REIT INC 0.0%
Value $1.063M (+7.5%) Shares 20,391 (-2.8%) Est. Cost $27.23 Unrealized
PLTM GRANITESHARES PLATINUM TR 0.0%
Value $212K (-25.8%) Shares 14,216 (-6.1%) Est. Cost $16.84 Unrealized
PB PROSPERITY BANCSHARES INC 0.0%
Value $312K (-19.1%) Shares 4,279 (-25.6%) Est. Cost $67.77 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value $663K (-9.8%) Shares 7,652 (-18.2%) Est. Cost $74.46 Unrealized
SEIM SEI EXCHANGE TRADED FUNDS 0.0%
Value $545K (+15.3%) Shares 9,701 (-6.5%) Est. Cost $43.43 Unrealized
TSN TYSON FOODS INC 0.0%
Value $249K (-22.4%) Shares 4,345 (-13.2%) Est. Cost $56.15 Unrealized
FJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value $1.963M (+3.8%) Shares 32,747 (-2.2%) Est. Cost $54.82 Unrealized
MNBD ALPS ETF TR 0.0%
Value $982K (-6.8%) Shares 37,712 (-7.5%) Est. Cost $25.95 Unrealized
GPC GENUINE PARTS CO 0.0%
Value $2.683M (+2.7%) Shares 22,740 (-7.9%) Est. Cost $131.03 Unrealized
PRM PERIMETER SOLUTIONS INC 0.0%
Value $289K (+32.0%) Shares 8,115 (-9.6%) Est. Cost $25.26 Unrealized
PNR PENTAIR PLC 0.0%
Value $383K (-15.4%) Shares 5,002 (-3.9%) Est. Cost $106.73 Unrealized
CRAI CRA INTL INC 0.0%
Value $251K (-21.5%) Shares 1,764 (-10.7%) Est. Cost $172.97 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value $1.402M (-4.7%) Shares 9,881 (-15.9%) Est. Cost $120.00 Unrealized
QSIG WISDOMTREE TR 0.0%
Value $432K (-13.6%) Shares 8,946 (-13.3%) Est. Cost $48.52 Unrealized
TIP ISHARES TR 0.0%
Value $695K (-8.8%) Shares 6,352 (-8.0%) Est. Cost $109.73 Unrealized
SPXC SPX TECHNOLOGIES INC 0.0%
Value $405K (+19.9%) Shares 1,651 (-2.2%) Est. Cost $200.04 Unrealized
SCMB SCHWAB STRATEGIC TR 0.0%
Value $305K (-17.7%) Shares 11,823 (-18.8%) Est. Cost $25.69 Unrealized
BSM BLACK STONE MINERALS L P 0.0%
Value $243K (-21.2%) Shares 17,427 (-14.7%) Est. Cost $13.29 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value $1.9M (-3.3%) Shares 32,220 (-2.4%) Est. Cost $59.59 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value $379K (-14.6%) Shares 15,417 (-17.0%) Est. Cost $23.14 Unrealized
ADVENT CONV & INCOME FD 0.0%
Value $521K (+14.3%) Shares 39,784 (-2.7%) Est. Cost $11.83 Unrealized
RL RALPH LAUREN CORP 0.0%
Value $497K (+15.0%) Shares 1,237 (-1.4%) Est. Cost $316.67 Unrealized
CUBI CUSTOMERS BANCORP INC 0.0%
Value $770K (+9.1%) Shares 9,729 (-4.3%) Est. Cost $62.15 Unrealized
FLMI FRANKLIN TEMPLETON ETF TR 0.0%
Value $4.115M (-1.5%) Shares 163,497 (-3.0%) Est. Cost $24.81 Unrealized
GOLY STRATEGY SHS 0.0%
Value $260K (-19.4%) Shares 10,350 (-5.6%) Est. Cost $29.45 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value $228K (-21.5%) Shares 5,581 (-6.3%) Est. Cost $36.98 Unrealized
IVLU ISHARES TR 0.0%
Value $3.724M (+1.7%) Shares 89,037 (-3.5%) Est. Cost $29.38 Unrealized
EXC EXELON CORP 0.0%
Value $783K (-7.2%) Shares 16,787 (-2.4%) Est. Cost $38.94 Unrealized
ADAM NAT RES FD INC 0.0%
Value $340K (-15.1%) Shares 13,755 (-4.5%) Est. Cost $22.17 Unrealized
CCI CROWN CASTLE INC 0.0%
Value $604K (-9.1%) Shares 7,972 (-2.4%) Est. Cost $91.57 Unrealized
AUPH AURINIA PHARMACEUTICALS INC 0.0%
Value $409K (-12.5%) Shares 24,082 (-23.6%) Est. Cost $8.72 Unrealized
WTV WISDOMTREE TR 0.0%
Value $946K (-5.8%) Shares 9,298 (-12.2%) Est. Cost $82.12 Unrealized
FMUB FIDELITY MERRIMACK STR TR 0.0%
Value $2.966M (-1.9%) Shares 57,694 (-3.4%) Est. Cost $50.70 Unrealized
ECL ECOLAB INC 0.0%
Value $2.596M (+2.2%) Shares 9,316 (-2.4%) Est. Cost $254.38 Unrealized
DDWM WISDOMTREE TR 0.0%
Value $461K (-10.7%) Shares 9,980 (-14.7%) Est. Cost $42.02 Unrealized
ACAD ACADIA PHARMACEUTICALS INC 0.0%
Value $709K (+8.4%) Shares 28,041 (-4.6%) Est. Cost $21.99 Unrealized
NHI NATIONAL HEALTH INVS INC 0.0%
Value $261K (-17.3%) Shares 3,421 (-12.3%) Est. Cost $80.86 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value $6.868M (-0.8%) Shares 25,394 (-4.5%) Est. Cost $240.38 Unrealized
CLSK CLEANSPARK INC 0.0%
Value $192K (+39.0%) Shares 13,225 (-18.7%) Est. Cost $11.72 Unrealized
WCMI FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.285M (-4.0%) Shares 65,666 (-17.7%) Est. Cost $16.19 Unrealized
AX AXOS FINANCIAL INC 0.0%
Value $752K (+7.6%) Shares 7,726 (-6.0%) Est. Cost $76.02 Unrealized
SCHJ SCHWAB STRATEGIC TR 0.0%
Value $345K (-13.3%) Shares 13,995 (-13.1%) Est. Cost $24.93 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $2.036M (+2.6%) Shares 59,880 (-3.4%) Est. Cost $50.97 Unrealized
DXCM DEXCOM INC 0.0%
Value $366K (-12.1%) Shares 5,432 (-18.0%) Est. Cost $73.70 Unrealized
BCI ABRDN ETFS 0.0%
Value $272K (-15.4%) Shares 12,155 (-8.0%) Est. Cost $24.29 Unrealized
MDYV SPDR SERIES TRUST 0.0%
Value $542K (+9.9%) Shares 5,714 (-1.4%) Est. Cost $83.42 Unrealized
AAL AMERICAN AIRLINES GROUP INC 0.0%
Value $341K (+16.5%) Shares 18,854 (-30.7%) Est. Cost $13.13 Unrealized
BNOV INNOVATOR ETFS TRUST 0.0%
Value $548K (+9.6%) Shares 11,453 (-1.3%) Est. Cost $39.26 Unrealized
CALAMOS CONV & HIGH INCOME F 0.0%
Value $277K (+21.0%) Shares 20,367 (-3.3%) Est. Cost $11.27 Unrealized
LW LAMB WESTON HLDGS INC 0.0%
Value $270K (-15.0%) Shares 6,262 (-16.8%) Est. Cost $76.69 Unrealized
BMO BANK MONTREAL MEDIUM 0.0%
Value $220K (-17.8%) Shares 1,243 (-37.1%) Est. Cost $129.02 Unrealized
VTES VANGUARD WELLINGTON FD 0.0%
Value $824K (-5.4%) Shares 8,137 (-5.5%) Est. Cost $101.73 Unrealized
ATMU ATMUS FILTRATION TECHNOLOGIE 0.0%
Value $209K (-18.2%) Shares 4,093 (-9.0%) Est. Cost $49.31 Unrealized
SUSC ISHARES TR 0.0%
Value $1.677M (-2.7%) Shares 72,441 (-2.8%) Est. Cost $23.30 Unrealized
KOCT INNOVATOR ETFS TRUST 0.0%
Value $851K (+5.7%) Shares 22,779 (-4.0%) Est. Cost $33.02 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.0%
Value $1.155M (+4.1%) Shares 4,349 (-2.3%) Est. Cost $240.80 Unrealized
CROX CROCS INC 0.0%
Value $247K (+22.5%) Shares 2,051 (-15.7%) Est. Cost $88.18 Unrealized
OSW ONESPAWORLD HOLDINGS LIMITED 0.0%
Value $262K (+20.8%) Shares 9,279 (-1.8%) Est. Cost $21.14 Unrealized
ESE ESCO TECHNOLOGIES INC 0.0%
Value $270K (+19.9%) Shares 772 (-3.6%) Est. Cost $239.60 Unrealized
SEIV SEI EXCHANGE TRADED FUNDS 0.0%
Value $523K (+9.3%) Shares 10,901 (-5.3%) Est. Cost $36.91 Unrealized
KRE SPDR SERIES TRUST 0.0%
Value $654K (+7.3%) Shares 8,737 (-6.6%) Est. Cost $62.92 Unrealized
ICVT ISHARES TR 0.0%
Value $405K (+12.1%) Shares 3,323 (-6.3%) Est. Cost $99.62 Unrealized
BBBY BED BATH & BEYOND INC 0.0%
Value $190K (-18.7%) Shares 32,783 (-34.8%) Est. Cost $7.89 Unrealized
IVT INVENTRUST PPTYS CORP 0.0%
Value $213K (-16.8%) Shares 6,006 (-28.4%) Est. Cost $28.20 Unrealized
BCBP BCB BANCORP INC 0.0%
Value $290K (-12.8%) Shares 27,097 (-27.0%) Est. Cost $7.92 Unrealized
QHY WISDOMTREE TR 0.0%
Value $283K (-13.0%) Shares 6,178 (-13.5%) Est. Cost $45.35 Unrealized
SIXG ETF SER SOLUTIONS 0.0%
Value $360K (+13.2%) Shares 3,793 (-18.8%) Est. Cost $63.01 Unrealized
FESM FIDELITY COVINGTON TRUST 0.0%
Value $4.896M (-0.8%) Shares 101,388 (-22.0%) Est. Cost $36.86 Unrealized
TSEM TOWER SEMICONDUCTOR LTD 0.0%
Value $1.104M (+3.8%) Shares 4,237 (-30.1%) Est. Cost $128.86 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value $1.109M (+3.7%) Shares 4,701 (-13.4%) Est. Cost $252.20 Unrealized
AOM ISHARES TR 0.0%
Value $656K (-5.6%) Shares 13,140 (-10.4%) Est. Cost $46.29 Unrealized
KNSL KINSALE CAP GROUP INC 0.0%
Value $426K (-8.3%) Shares 1,293 (-5.1%) Est. Cost $401.36 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value $487K (+8.4%) Shares 1,965 (-12.2%) Est. Cost $180.29 Unrealized
IBBQ INVESCO EXCH TRADED FD TR II 0.0%
Value $464K (+8.8%) Shares 14,202 (-3.4%) Est. Cost $28.99 Unrealized
NUVEEN S&P 500 DYNAMIC OVERW 0.0%
Value $345K (+11.7%) Shares 18,528 (-3.7%) Est. Cost $16.07 Unrealized
FSIG FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.742M (-2.0%) Shares 92,380 (-1.6%) Est. Cost $18.98 Unrealized
ARKW ARK ETF TR 0.0%
Value $364K (+10.8%) Shares 2,516 (-7.8%) Est. Cost $143.63 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value $1.528M (+2.3%) Shares 14,159 (-7.4%) Est. Cost $93.57 Unrealized
OSK OSHKOSH CORP 0.0%
Value $226K (-13.3%) Shares 1,473 (-16.8%) Est. Cost $158.03 Unrealized
PCAR PACCAR INC 0.0%
Value $306K (-10.0%) Shares 2,548 (-13.5%) Est. Cost $107.72 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value $214K (-13.7%) Shares 2,201 (-14.7%) Est. Cost $91.50 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value $318K (-9.6%) Shares 20,192 (-15.3%) Est. Cost $17.09 Unrealized
GMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value $809K (+4.3%) Shares 18,289 (-1.7%) Est. Cost $41.69 Unrealized
NTRA NATERA INC 0.0%
Value $27,145 (-54.8%) Shares 100 (-66.7%) Est. Cost $194.98 Unrealized
GSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value $660K (+5.2%) Shares 16,111 (-2.1%) Est. Cost $38.11 Unrealized
ELF E L F BEAUTY INC 0.0%
Value $270K (+13.5%) Shares 3,644 (-7.0%) Est. Cost $92.16 Unrealized
EUSB ISHARES TR 0.0%
Value $347K (-8.2%) Shares 7,992 (-8.1%) Est. Cost $43.91 Unrealized
DFCA DIMENSIONAL ETF TRUST 0.0%
Value $616K (-4.7%) Shares 12,266 (-5.3%) Est. Cost $49.85 Unrealized
POR PORTLAND GEN ELEC CO 0.0%
Value $680K (-4.0%) Shares 13,112 (-2.3%) Est. Cost $46.76 Unrealized
VLY VALLEY NATL BANCORP 0.0%
Value $244K (+13.1%) Shares 16,678 (-5.2%) Est. Cost $9.14 Unrealized
BBUS J P MORGAN EXCHANGE TRADED F 0.0%
Value $262K (+12.0%) Shares 1,943 (-2.6%) Est. Cost $123.31 Unrealized
RCKT ROCKET PHARMACEUTICALS INC 0.0%
Value $225K (-11.1%) Shares 65,717 (-6.9%) Est. Cost $4.54 Unrealized
MSA MSA SAFETY INC 0.0%
Value $328K (-7.9%) Shares 1,881 (-13.4%) Est. Cost $164.79 Unrealized
FDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value $357K (+8.4%) Shares 6,553 (-1.0%) Est. Cost $50.90 Unrealized
SCHL SCHOLASTIC CORP 0.0%
Value $257K (+11.8%) Shares 5,583 (-5.1%) Est. Cost $33.63 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value $1.205M (-2.2%) Shares 23,711 (-4.5%) Est. Cost $48.42 Unrealized
IMMX IMMIX BIOPHARMA INC 0.0%
Value $247K (+12.0%) Shares 24,000 (-1.0%) Est. Cost $4.12 Unrealized
MSFT MICROSOFT CORP 0.0%
Value $1.492M (-1.7%) Shares 4,000 (-2.4%) Est. Cost $423.01 Unrealized
PID INVESCO EXCHANGE TRADED FD T 0.0%
Value $279K (-8.2%) Shares 12,570 (-8.0%) Est. Cost $22.02 Unrealized
BIO BIO RAD LABS INC 0.0%
Value $578K (-4.0%) Shares 1,970 (-8.9%) Est. Cost $312.04 Unrealized
FBNC FIRST BANCORP N C 0.0%
Value $231K (+11.6%) Shares 3,613 (-1.6%) Est. Cost $50.47 Unrealized
THC TENET HEALTHCARE CORP 0.0%
Value $1.209M (-1.9%) Shares 6,460 (-1.1%) Est. Cost $133.59 Unrealized
PCMM BONDBLOXX ETF TRUST 0.0%
Value $507K (-4.5%) Shares 10,171 (-5.8%) Est. Cost $49.17 Unrealized
FIDI FIDELITY COVINGTON TRUST 0.0%
Value $863K (-2.6%) Shares 31,533 (-1.8%) Est. Cost $22.30 Unrealized
INCY INCYTE CORP 0.0%
Value $287K (+8.8%) Shares 2,529 (-9.6%) Est. Cost $103.13 Unrealized
MLN VANECK ETF TRUST 0.0%
Value $203K (-10.2%) Shares 11,434 (-12.0%) Est. Cost $17.19 Unrealized
FTA FIRST TR EXCHANGE-TRADED ALP 0.0%
Value $889K (+2.6%) Shares 9,181 (-2.1%) Est. Cost $74.01 Unrealized
PAYX PAYCHEX INC 0.0%
Value $2.373M (+0.9%) Shares 24,130 (-5.4%) Est. Cost $119.86 Unrealized
IYC ISHARES TR 0.0%
Value $482K (-4.4%) Shares 4,771 (-8.3%) Est. Cost $90.91 Unrealized
UBSI UNITED BANKSHARES INC WEST V 0.0%
Value $318K (+7.3%) Shares 6,939 (-3.0%) Est. Cost $37.34 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value $800K (-2.6%) Shares 10,728 (-1.7%) Est. Cost $78.90 Unrealized
BLACKROCK CR ALLOCATION 0.0%
Value $305K (-6.5%) Shares 29,844 (-7.6%) Est. Cost $10.57 Unrealized
SRLN SSGA ACTIVE ETF TR 0.0%
Value $1.466M (-1.4%) Shares 36,393 (-1.7%) Est. Cost $41.22 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value $403K (+5.3%) Shares 3,329 (-4.7%) Est. Cost $113.23 Unrealized
DON WISDOMTREE TR 0.0%
Value $524K (-3.7%) Shares 9,267 (-10.5%) Est. Cost $49.65 Unrealized
PEN PENUMBRA INC 0.0%
Value $289K (-6.3%) Shares 914 (-2.6%) Est. Cost $264.22 Unrealized
PTGX PROTAGONIST THERAPEUTICS INC 0.0%
Value $236K (+8.7%) Shares 1,926 (-6.5%) Est. Cost $83.28 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value $557K (+3.5%) Shares 2,456 (-9.5%) Est. Cost $215.10 Unrealized
IBOC INTERNATIONAL BANCSHARES COR 0.0%
Value $238K (+8.5%) Shares 3,128 (-3.8%) Est. Cost $69.96 Unrealized
GENI GENIUS SPORTS LIMITED 0.0%
Value $91,694 (+25.5%) Shares 15,131 (-8.3%) Est. Cost $10.15 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value $375K (-4.7%) Shares 2,154 (-5.9%) Est. Cost $150.93 Unrealized
IGF ISHARES TR 0.0%
Value $595K (-3.0%) Shares 8,935 (-2.4%) Est. Cost $57.34 Unrealized
QUBT QUANTUM COMPUTING INC 0.0%
Value $876K (-2.0%) Shares 90,328 (-30.8%) Est. Cost $13.51 Unrealized
BALL BALL CORP 0.0%
Value $451K (+4.1%) Shares 7,230 (-1.4%) Est. Cost $52.91 Unrealized
PINS PINTEREST INC 0.0%
Value $242K (+7.8%) Shares 11,507 (-6.0%) Est. Cost $28.42 Unrealized
S SENTINELONE INC 0.0%
Value $186K (+10.3%) Shares 10,964 (-16.3%) Est. Cost $17.71 Unrealized
HOMZ ETF SER SOLUTIONS 0.0%
Value $250K (-6.4%) Shares 5,236 (-17.4%) Est. Cost $43.46 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.0%
Value $555K (+3.2%) Shares 12,151 (-2.6%) Est. Cost $38.00 Unrealized
JANW AIM ETF PRODUCTS TRUST 0.0%
Value $755K (+2.3%) Shares 19,517 (-3.5%) Est. Cost $36.14 Unrealized
RKT ROCKET COS INC 0.0%
Value $233K (+7.7%) Shares 14,784 (-2.6%) Est. Cost $14.45 Unrealized
FNF FIDELITY NATL FINL INC 0.0%
Value $359K (-4.2%) Shares 7,612 (-5.7%) Est. Cost $54.73 Unrealized
CRMD CORMEDIX INC 0.0%
Value $341K (+4.8%) Shares 43,400 (-9.4%) Est. Cost $10.29 Unrealized
IFRX INFLARX NV 0.0%
Value $28,337 (+119.2%) Shares 12,651 (-12.5%) Est. Cost $1.20 Unrealized
BTSG BRIGHTSPRING HEALTH SVCS INC 0.0%
Value $430K (-3.5%) Shares 6,165 (-41.0%) Est. Cost $35.97 Unrealized
GDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value $1.573M (+1.0%) Shares 39,516 (-6.1%) Est. Cost $35.05 Unrealized
NNE NANO NUCLEAR ENERGY INC 0.0%
Value $322K (-4.4%) Shares 15,213 (-7.4%) Est. Cost $31.12 Unrealized
EDIV SPDR INDEX SHS FDS 0.1%
Value $8.801M (+0.2%) Shares 214,873 (-3.4%) Est. Cost $32.52 Unrealized
SDOG ALPS ETF TR 0.0%
Value $1.014M (+1.5%) Shares 14,860 (-3.3%) Est. Cost $57.65 Unrealized
EATON VANCE MUN BD FD 0.0%
Value $372K (-3.8%) Shares 37,363 (-5.6%) Est. Cost $10.29 Unrealized
BKH BLACK HILLS CORP 0.0%
Value $327K (+4.7%) Shares 4,398 (-2.3%) Est. Cost $59.17 Unrealized
QJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value $285K (+5.3%) Shares 8,421 (-2.6%) Est. Cost $31.25 Unrealized
FLQL FRANKLIN TEMPLETON ETF TR 0.0%
Value $249K (+5.9%) Shares 3,185 (-8.5%) Est. Cost $63.56 Unrealized
PIMCO MUN INCOME FD II 0.0%
Value $152K (-8.3%) Shares 19,960 (-8.8%) Est. Cost $7.57 Unrealized
TXRH TEXAS ROADHOUSE INC 0.0%
Value $340K (+4.1%) Shares 1,762 (-11.1%) Est. Cost $173.53 Unrealized
APRW AIM ETF PRODUCTS TRUST 0.0%
Value $376K (+3.6%) Shares 10,131 (-1.3%) Est. Cost $34.23 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value $1.787M (+0.7%) Shares 5,274 (-12.3%) Est. Cost $308.48 Unrealized
MSIF MSC INCOME FUND INC 0.0%
Value $150K (-7.4%) Shares 12,960 (-2.5%) Est. Cost $13.28 Unrealized
BOOT BOOT BARN HLDGS INC 0.0%
Value $216K (+5.8%) Shares 1,313 (-5.7%) Est. Cost $190.69 Unrealized
TXT TEXTRON INC 0.0%
Value $287K (-3.9%) Shares 3,123 (-8.3%) Est. Cost $94.02 Unrealized
FSV FIRSTSERVICE CORP NEW 0.0%
Value $224K (-4.8%) Shares 1,577 (-7.0%) Est. Cost $161.61 Unrealized
PTMC PACER FDS TR 0.0%
Value $488K (+2.3%) Shares 11,677 (-10.5%) Est. Cost $34.90 Unrealized
DCI DONALDSON INC 0.0%
Value $413K (+2.7%) Shares 4,602 (-2.9%) Est. Cost $89.29 Unrealized
INVESCO MUNICIPAL TRUST 0.0%
Value $402K (-2.6%) Shares 40,019 (-7.7%) Est. Cost $9.64 Unrealized
STAG STAG INDUSTRIAL INC 0.0%
Value $408K (+2.7%) Shares 10,724 (-2.7%) Est. Cost $38.38 Unrealized
EVR EVERCORE INC 0.0%
Value $225K (+4.7%) Shares 658 (-8.5%) Est. Cost $351.86 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.0%
Value $482K (-2.0%) Shares 19,370 (-2.5%) Est. Cost $24.75 Unrealized
CGSD CAPITAL GRP FIXED INCM ETF T 0.0%
Value $341K (-2.9%) Shares 13,253 (-2.6%) Est. Cost $25.79 Unrealized
LDI LOANDEPOT INC 0.0%
Value $50,388 (-16.5%) Shares 40,310 (-5.1%) Est. Cost $2.74 Unrealized
NTCT NETSCOUT SYS INC 0.0%
Value $230K (+4.4%) Shares 5,276 (-23.8%) Est. Cost $27.04 Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value $3.87M (+0.2%) Shares 25,458 (-4.5%) Est. Cost $140.13 Unrealized
PWV INVESCO EXCHANGE TRADED FD T 0.0%
Value $450K (+2.1%) Shares 5,937 (-6.1%) Est. Cost $66.52 Unrealized
ITB ISHARES TR 0.0%
Value $553K (-1.5%) Shares 5,289 (-14.7%) Est. Cost $110.14 Unrealized
TOST TOAST INC 0.0%
Value $308K (-2.7%) Shares 11,082 (-7.3%) Est. Cost $35.75 Unrealized
PTIN PACER FDS TR 0.0%
Value $314K (-2.6%) Shares 8,570 (-13.6%) Est. Cost $29.02 Unrealized
DBEU DBX ETF TR 0.0%
Value $558K (-1.4%) Shares 10,342 (-10.9%) Est. Cost $44.67 Unrealized
DOUBLELINE INCOME SOLUTIONS 0.0%
Value $1.508M (-0.5%) Shares 136,339 (-2.6%) Est. Cost $12.40 Unrealized
FEBW AIM ETF PRODUCTS TRUST 0.0%
Value $315K (+2.4%) Shares 8,874 (-3.5%) Est. Cost $33.16 Unrealized
AFG AMERICAN FINANCIAL GROUP INC 0.0%
Value $434K (+1.7%) Shares 3,104 (-7.1%) Est. Cost $132.47 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value $390K (-1.8%) Shares 4,944 (-10.7%) Est. Cost $73.44 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value $313K (+2.2%) Shares 262 (-8.7%) Est. Cost $1381.58 Unrealized
KDP KEURIG DR PEPPER INC 0.0%
Value $218K (-2.9%) Shares 6,664 (-21.8%) Est. Cost $27.27 Unrealized
LYFT LYFT INC 0.0%
Value $158K (+4.1%) Shares 10,847 (-5.2%) Est. Cost $20.79 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.0%
Value $1.273M (-0.5%) Shares 24,779 (-1.9%) Est. Cost $51.01 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.0%
Value $842K (+0.7%) Shares 7,563 (-1.3%) Est. Cost $150.51 Unrealized
IMTB ISHARES TR 0.0%
Value $267K (-2.2%) Shares 6,125 (-1.7%) Est. Cost $44.05 Unrealized
HTRB HARTFORD FDS EXCHANGE TRADED 0.0%
Value $226K (-2.1%) Shares 6,686 (-2.1%) Est. Cost $33.56 Unrealized
BIDU BAIDU INC 0.0%
Value $234K (-1.7%) Shares 2,045 (-4.2%) Est. Cost $111.42 Unrealized
LVHD LEGG MASON ETF INVT 0.0%
Value $330K (-1.2%) Shares 7,492 (-4.4%) Est. Cost $40.50 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value $95,539 (+4.2%) Shares 12,440 (-5.7%) Est. Cost $8.08 Unrealized
ZNOV INNOVATOR ETFS TRUST 0.0%
Value $363K (-1.0%) Shares 13,214 (-4.3%) Est. Cost $26.66 Unrealized
RR RICHTECH ROBOTICS INC 0.0%
Value $25,491 (-11.7%) Shares 12,081 (-12.6%) Est. Cost $2.51 Unrealized
NTNX NUTANIX INC 0.0%
Value $258K (-1.3%) Shares 5,062 (-26.3%) Est. Cost $60.34 Unrealized
PWS PACER FDS TR 0.0%
Value $624K (-0.5%) Shares 19,005 (-3.0%) Est. Cost $29.54 Unrealized
KAI KADANT INC 0.0%
Value $570K (+0.5%) Shares 1,814 (-6.4%) Est. Cost $288.69 Unrealized
TRP TC ENERGY CORP 0.0%
Value $395K (-0.7%) Shares 5,958 (-6.3%) Est. Cost $54.97 Unrealized
ALV AUTOLIV INC 0.0%
Value $250K (+1.1%) Shares 2,148 (-8.5%) Est. Cost $119.41 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value $201K (-1.2%) Shares 157 (-2.5%) Est. Cost $1413.20 Unrealized
EBIT HARBOR ETF TRUST 0.0%
Value $1.082M (-0.2%) Shares 27,011 (-12.5%) Est. Cost $35.08 Unrealized
EWG ISHARES INC 0.0%
Value $272K (-0.6%) Shares 6,575 (-4.7%) Est. Cost $39.67 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.0%
Value $1.406M (+0.1%) Shares 27,749 (-1.2%) Est. Cost $50.12 Unrealized
ANGO ANGIODYNAMICS INC 0.0%
Value $248K (+0.4%) Shares 19,024 (-12.2%) Est. Cost $6.47 Unrealized
ESAB ESAB CORPORATION 0.0%
Value $255K (-0.4%) Shares 2,584 (-2.4%) Est. Cost $115.10 Unrealized
AGNC AGNC INVT CORP 0.0%
Value $133K (-0.7%) Shares 12,233 (-8.6%) Est. Cost $10.03 Unrealized
RVLV REVOLVE GROUP INC 0.0%
Value $263K (+0.1%) Shares 11,468 (-1.1%) Est. Cost $24.20 Unrealized

Unchanged Positions (228)

WMT WALMART INC 0.6%
Value $72.36M Shares 638,924 Est. Cost $83.22 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.2%
Value $18.47M Shares 38,669 Est. Cost $225.59 Unrealized
DAL DELTA AIR LINES INC 0.1%
Value $16.02M Shares 171,004 Est. Cost $57.54 Unrealized
CPA COPA HOLDINGS SA 0.1%
Value $9.204M Shares 59,166 Est. Cost $121.26 Unrealized
JCI JOHNSON CONTROLS INTERNATION 0.2%
Value $18.36M Shares 125,639 Est. Cost $111.89 Unrealized
FENI FIDELITY COVINGTON TRUST 0.2%
Value $21.2M Shares 528,384 Est. Cost $34.02 Unrealized
UNP UNION PAC CORP 0.1%
Value $9.643M Shares 35,451 Est. Cost $223.18 Unrealized
SW SMURFIT WESTROCK PLC 0.1%
Value $6.522M Shares 140,975 Est. Cost $41.94 Unrealized
MTDR MATADOR RES CO 0.0%
Value $3.262M Shares 65,528 Est. Cost $56.23 Unrealized
NFLX NETFLIX INC. 0.0%
Value $2.463M Shares 34,500 Est. Cost $100.81 Unrealized
ABBV ABBVIE INC 0.1%
Value $5.964M Shares 23,700 Est. Cost $182.29 Unrealized
IHDG WISDOMTREE TR 0.1%
Value $9.471M Shares 180,821 Est. Cost $43.99 Unrealized
GRNY TIDAL TRUST I 0.0%
Value $5.695M Shares 205,977 Est. Cost $24.80 Unrealized
SPSM SPDR SERIES TRUST 0.0%
Value $4.109M Shares 71,255 Est. Cost $46.59 Unrealized
DUNK TIDAL TRUST I 0.0%
Value $3.332M Shares 131,140 Est. Cost $24.61 Unrealized
VCR VANGUARD WORLD FD 0.1%
Value $6.464M Shares 16,298 Est. Cost $320.15 Unrealized
CORZW CORE SCIENTIFIC INC NEW 0.0%
Value $983K Shares 52,261 Est. Cost $1.86 Unrealized
MGV VANGUARD WORLD FD 0.0%
Value $4.743M Shares 29,019 Est. Cost $116.95 Unrealized
PEP PEPSICO INC 0.0%
Value $3.466M Shares 25,600 Est. Cost $152.60 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.2%
Value $17.69M Shares 367,222 Est. Cost $42.99 Unrealized
IWV ISHARES TR 0.0%
Value $3.876M Shares 9,090 Est. Cost $364.59 Unrealized
F FORD MTR CO 0.0%
Value $3.007M Shares 255,304 Est. Cost $10.00 Unrealized
PTNQ PACER FDS TR 0.0%
Value $2.564M Shares 28,926 Est. Cost $66.24 Unrealized
AFLG FIRST TR EXCHNG TRADED FD VI 0.0%
Value $3.97M Shares 91,423 Est. Cost $38.63 Unrealized
LDRX RBB FD INC 0.0%
Value $3.441M Shares 97,456 Est. Cost $29.41 Unrealized
UNM UNUM GROUP 0.0%
Value $2.316M Shares 25,910 Est. Cost $59.14 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value $1.44M Shares 3,725 Est. Cost $385.34 Unrealized
CFR CULLEN FROST BANKERS INC 0.0%
Value $3.18M Shares 20,577 Est. Cost $124.28 Unrealized
AMRX AMNEAL PHARMACEUTICALS INC 0.0%
Value $1.039M Shares 60,025 Est. Cost $10.40 Unrealized
HSY HERSHEY CO 0.0%
Value $1.605M Shares 9,149 Est. Cost $180.18 Unrealized
PHM PULTE GROUP INC 0.0%
Value $1.999M Shares 14,565 Est. Cost $117.71 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value $3.047M Shares 54,901 Est. Cost $44.04 Unrealized
BNL BROADSTONE NET LEASE INC 0.0%
Value $2.462M Shares 119,102 Est. Cost $17.23 Unrealized
ALB ALBEMARLE CORP 0.0%
Value $746K Shares 5,524 Est. Cost $93.11 Unrealized
VLUE ISHARES TR 0.0%
Value $896K Shares 4,484 Est. Cost $116.09 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value $1.616M Shares 3,583 Est. Cost $504.17 Unrealized
FJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value $3.11M Shares 52,241 Est. Cost $54.20 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 0.0%
Value $5.631M Shares 115,717 Est. Cost $36.76 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $349K Shares 600 Est. Cost $176.86 Unrealized
GRPM INVESCO EXCHANGE TRADED FD T 0.0%
Value $2.087M Shares 16,035 Est. Cost $101.48 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value $4.905M Shares 153,439 Est. Cost $19.22 Unrealized
TALO TALOS ENERGY INC 0.0%
Value $925K Shares 71,688 Est. Cost $13.43 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.0%
Value $2.665M Shares 44,197 Est. Cost $49.25 Unrealized
JLL JONES LANG LASALLE INC 0.1%
Value $9.324M Shares 30,083 Est. Cost $244.74 Unrealized
GJAN FIRST TR EXCHNG TRADED FD VI 0.0%
Value $2.229M Shares 49,507 Est. Cost $41.45 Unrealized
VNOM VIPER ENERGY INC 0.0%
Value $1.316M Shares 31,038 Est. Cost $38.12 Unrealized
HTH HILLTOP HLDGS INC 0.0%
Value $2.03M Shares 52,340 Est. Cost $30.22 Unrealized
XT ISHARES TR 0.0%
Value $863K Shares 10,450 Est. Cost $69.74 Unrealized
PDEC INNOVATOR ETFS TRUST 0.0%
Value $2.112M Shares 46,034 Est. Cost $38.61 Unrealized
IFRA ISHARES TR 0.0%
Value $1.438M Shares 22,817 Est. Cost $44.36 Unrealized
AGX ARGAN INC 0.0%
Value $434K Shares 544 Est. Cost $370.57 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value $808K Shares 6,985 Est. Cost $80.40 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value $556K Shares 11,628 Est. Cost $37.67 Unrealized
QGRW WISDOMTREE TR 0.0%
Value $595K Shares 9,011 Est. Cost $43.90 Unrealized
HTB HOMETRUST BANCSHARES INC 0.0%
Value $774K Shares 15,510 Est. Cost $36.51 Unrealized
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.0%
Value $655K Shares 16,543 Est. Cost $27.14 Unrealized
VTEC VANGUARD CALIF TAX FREE FDS 0.1%
Value $9.267M Shares 92,114 Est. Cost $99.76 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.0%
Value $1.369M Shares 37,163 Est. Cost $33.05 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value $669K Shares 9,547 Est. Cost $45.88 Unrealized
LVHI LEGG MASON ETF INVT 0.1%
Value $10.06M Shares 247,759 Est. Cost $37.82 Unrealized
MIRM MIRUM PHARMACEUTICALS INC 0.0%
Value $464K Shares 3,964 Est. Cost $71.60 Unrealized
INTC INTEL CORP 0.0%
Value $140K Shares 1,000 Est. Cost $35.84 Unrealized
EATON VANCE TX ADV GLBL DIV 0.0%
Value $638K Shares 27,097 Est. Cost $18.21 Unrealized
SPHB INVESCO EXCH TRADED FD TR II 0.0%
Value $358K Shares 2,304 Est. Cost $116.95 Unrealized
DT DYNATRACE INC 0.0%
Value $567K Shares 12,916 Est. Cost $49.93 Unrealized
MCS MARCUS CORP DEL 0.0%
Value $332K Shares 14,135 Est. Cost $14.87 Unrealized
QQH NORTHERN LTS FD TR III 0.0%
Value $464K Shares 5,423 Est. Cost $77.36 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value $424K Shares 3,732 Est. Cost $96.60 Unrealized
GOCT FIRST TR EXCHNG TRADED FD VI 0.0%
Value $1.288M Shares 30,997 Est. Cost $38.63 Unrealized
FMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value $1.338M Shares 23,810 Est. Cost $52.23 Unrealized
PFEB INNOVATOR ETFS TRUST 0.0%
Value $1.241M Shares 28,829 Est. Cost $39.83 Unrealized
GRNJ TIDAL TRUST III 0.0%
Value $405K Shares 12,885 Est. Cost $25.55 Unrealized
CRL CHARLES RIV LABS INTL INC 0.0%
Value $351K Shares 1,548 Est. Cost $183.67 Unrealized
PSEP INNOVATOR ETFS TRUST 0.0%
Value $1.226M Shares 26,613 Est. Cost $40.46 Unrealized
MOD MODINE MFG CO 0.0%
Value $425K Shares 1,592 Est. Cost $148.95 Unrealized
BLACKROCK SCIENCE & TECHNOLO 0.0%
Value $278K Shares 9,263 Est. Cost $22.15 Unrealized
FJAN FIRST TR EXCHNG TRADED FD VI 0.0%
Value $837K Shares 15,195 Est. Cost $50.45 Unrealized
AN AUTONATION INC 0.0%
Value $1.241M Shares 6,679 Est. Cost $151.92 Unrealized
FSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value $867K Shares 15,747 Est. Cost $50.33 Unrealized
MYFW FIRST WESTN FINL INC 0.0%
Value $301K Shares 9,373 Est. Cost $25.92 Unrealized
IYY ISHARES TR 0.0%
Value $569K Shares 3,120 Est. Cost $122.15 Unrealized
PNOV INNOVATOR ETFS TRUST 0.0%
Value $955K Shares 21,522 Est. Cost $38.17 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value $535K Shares 5,900 Est. Cost $110.88 Unrealized
FNOV FIRST TR EXCHNG TRADED FD VI 0.0%
Value $848K Shares 14,504 Est. Cost $53.39 Unrealized
GAUG FIRST TR EXCHNG TRADED FD VI 0.0%
Value $1.192M Shares 28,785 Est. Cost $37.60 Unrealized
GJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value $1.107M Shares 25,448 Est. Cost $40.78 Unrealized
SPYD SPDR SERIES TRUST 0.0%
Value $1.637M Shares 34,312 Est. Cost $41.22 Unrealized
ISPY PROSHARES TR 0.0%
Value $665K Shares 13,800 Est. Cost $44.05 Unrealized
HCI HCI GROUP INC 0.0%
Value $556K Shares 3,173 Est. Cost $175.78 Unrealized
CALAMOS CONV OPPORTUNITIES & 0.0%
Value $302K Shares 22,456 Est. Cost $10.48 Unrealized
SEIC SEI INVTS CO 0.0%
Value $511K Shares 5,825 Est. Cost $70.92 Unrealized
SUSA ISHARES TR 0.0%
Value $400K Shares 2,589 Est. Cost $113.96 Unrealized
USRT ISHARES TR 0.0%
Value $499K Shares 7,516 Est. Cost $57.52 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value $957K Shares 5,894 Est. Cost $187.83 Unrealized
IOO ISHARES TR 0.0%
Value $481K Shares 3,520 Est. Cost $98.40 Unrealized
RNST RENASANT CORP 0.0%
Value $364K Shares 8,561 Est. Cost $33.91 Unrealized
BSEP INNOVATOR ETFS TRUST 0.0%
Value $601K Shares 11,402 Est. Cost $42.90 Unrealized
TIGO MILLICOM INTL CELLULAR S A 0.0%
Value $296K Shares 3,262 Est. Cost $61.08 Unrealized
IWM ISHARES TR 0.0%
Value $300K Shares 1,000 Est. Cost $254.71 Unrealized
PMAR INNOVATOR ETFS TRUST 0.0%
Value $784K Shares 16,409 Est. Cost $43.94 Unrealized
NRIM NORTHRIM BANCORP INC 0.0%
Value $279K Shares 10,054 Est. Cost $22.76 Unrealized
DGJA FIRST TR EXCHNG TRADED FD VI 0.0%
Value $898K Shares 28,455 Est. Cost $29.88 Unrealized
GSK GSK PLC 0.0%
Value $865K Shares 16,496 Est. Cost $38.65 Unrealized
KAPR INNOVATOR ETFS TRUST 0.0%
Value $520K Shares 13,054 Est. Cost $32.96 Unrealized
TRC TEJON RANCH CO 0.1%
Value $8.39M Shares 448,677 Est. Cost $17.44 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.0%
Value $368K Shares 3,013 Est. Cost $102.81 Unrealized
DVYE ISHARES INC 0.0%
Value $657K Shares 20,400 Est. Cost $27.46 Unrealized
CPAY CORPAY INC 0.0%
Value $321K Shares 962 Est. Cost $291.41 Unrealized
IPAC ISHARES TR 0.0%
Value $632K Shares 7,715 Est. Cost $68.96 Unrealized
PIMCO DYNAMIC INCOME STRATEG 0.0%
Value $717K Shares 34,459 Est. Cost $22.06 Unrealized
DRLL EA SERIES TRUST 0.0%
Value $240K Shares 7,179 Est. Cost $29.74 Unrealized
EATON VANCE TAX ADVT DIV INC 0.0%
Value $358K Shares 12,943 Est. Cost $23.50 Unrealized
NAPR INNOVATOR ETFS TRUST 0.0%
Value $528K Shares 8,921 Est. Cost $50.67 Unrealized
OMFS INVESCO EXCH TRD SLF IDX FD 0.0%
Value $266K Shares 4,982 Est. Cost $44.47 Unrealized
MTG MGIC INVT CORP WIS 0.0%
Value $552K Shares 19,574 Est. Cost $19.23 Unrealized
URA GLOBAL X FDS 0.0%
Value $354K Shares 8,102 Est. Cost $41.19 Unrealized
RDIV INVESCO EXCH TRADED FD TR II 0.0%
Value $832K Shares 14,346 Est. Cost $47.85 Unrealized
KSCP KNIGHTSCOPE INC 0.0%
Value $39,035 Shares 18,500 Est. Cost $5.86 Unrealized
NGVT INGEVITY CORP 0.0%
Value $828K Shares 11,093 Est. Cost $44.83 Unrealized
JIRE J P MORGAN EXCHANGE TRADED F 0.0%
Value $471K Shares 5,715 Est. Cost $71.64 Unrealized
APTV APTIV PLC 0.0%
Value $281K Shares 4,577 Est. Cost $80.28 Unrealized
HWC HANCOCK WHITNEY CORPORATION 0.0%
Value $255K Shares 3,416 Est. Cost $69.26 Unrealized
RWT REDWOOD TRUST INC 0.0%
Value $199K Shares 42,078 Est. Cost $7.31 Unrealized
EIX EDISON INTL 0.0%
Value $1.931M Shares 25,942 Est. Cost $57.33 Unrealized
EWI ISHARES INC 0.0%
Value $375K Shares 6,326 Est. Cost $53.42 Unrealized
FOCT FIRST TR EXCHNG TRADED FD VI 0.0%
Value $439K Shares 8,395 Est. Cost $47.68 Unrealized
MNKD MANNKIND CORP 0.0%
Value $81,891 Shares 19,223 Est. Cost $5.51 Unrealized
HD HOME DEPOT INC 0.0%
Value $494K Shares 1,400 Est. Cost $341.07 Unrealized
FMF FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.69M Shares 33,713 Est. Cost $47.74 Unrealized
BITO PROSHARES TR 0.0%
Value $195K Shares 24,400 Est. Cost $18.81 Unrealized
CCK CROWN HLDGS INC 0.0%
Value $320K Shares 2,863 Est. Cost $108.08 Unrealized
MASS 908 DEVICES INC 0.0%
Value $104K Shares 11,903 Est. Cost $2.91 Unrealized
BLACKROCK ENHANCED INTL DIV 0.0%
Value $505K Shares 87,906 Est. Cost $5.41 Unrealized
SLDE SLIDE INS HLDGS INC 0.0%
Value $394K Shares 20,325 Est. Cost $16.68 Unrealized
GPCR STRUCTURE THERAPEUTICS INC 0.0%
Value $268K Shares 5,000 Est. Cost $69.55 Unrealized
ISTR INVESTAR HOLDING CORP 0.0%
Value $300K Shares 10,000 Est. Cost $28.39 Unrealized
LIBERTY ALL STAR EQUITY FD 0.0%
Value $725K Shares 124,755 Est. Cost $6.51 Unrealized
MARW AIM ETF PRODUCTS TRUST 0.0%
Value $471K Shares 13,042 Est. Cost $34.09 Unrealized
FNB F N B CORP 0.0%
Value $200K Shares 10,479 Est. Cost $17.81 Unrealized
QDEF FLEXSHARES TR 0.0%
Value $302K Shares 3,466 Est. Cost $70.23 Unrealized
CALAMOS GBL DYN INCOME FUND 0.0%
Value $135K Shares 15,108 Est. Cost $7.14 Unrealized
EWC ISHARES INC 0.0%
Value $552K Shares 9,576 Est. Cost $54.39 Unrealized
FCBC FIRST CMNTY BANKSHARES INC V 0.0%
Value $354K Shares 7,971 Est. Cost $37.04 Unrealized
MLI MUELLER INDS INC 0.0%
Value $265K Shares 2,158 Est. Cost $124.38 Unrealized
INVESCO ADVANTAGE MUN INCOME 0.0%
Value $266K Shares 28,032 Est. Cost $8.77 Unrealized
GNR SPDR INDEX SHS FDS 0.0%
Value $204K Shares 3,033 Est. Cost $74.67 Unrealized
UROY URANIUM RTY CORP 0.0%
Value $70,363 Shares 25,310 Est. Cost $4.33 Unrealized
DVOL FIRST TR EXCHANGE TRADED FD 0.0%
Value $401K Shares 10,985 Est. Cost $31.87 Unrealized
NUVEEN MUN VALUE FD INC 0.0%
Value $854K Shares 92,663 Est. Cost $8.70 Unrealized
BTG B2GOLD CORP 0.0%
Value $99,248 Shares 26,537 Est. Cost $2.96 Unrealized
EATON VANCE TAX-MANAGED DIVE 0.0%
Value $361K Shares 24,796 Est. Cost $15.43 Unrealized
UAUG INNOVATOR ETFS TRUST 0.0%
Value $285K Shares 6,772 Est. Cost $39.31 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value $243K Shares 2,156 Est. Cost $99.55 Unrealized
AUGW AIM ETF PRODUCTS TRUST 0.0%
Value $318K Shares 9,337 Est. Cost $32.15 Unrealized
RIVERNORTH OPPORTUNISTIC MUN 0.0%
Value $637K Shares 41,120 Est. Cost $15.00 Unrealized
SEPW AIM ETF PRODUCTS TRUST 0.0%
Value $326K Shares 9,765 Est. Cost $31.41 Unrealized
HYTR NORTHERN LTS FD TR III 0.0%
Value $4.192M Shares 196,271 Est. Cost $21.72 Unrealized
ZAUG INNOVATOR ETFS TRUST 0.0%
Value $510K Shares 18,519 Est. Cost $26.63 Unrealized
WESTERN ASSET EMERGING MKTS 0.0%
Value $211K Shares 19,675 Est. Cost $9.45 Unrealized
INVESCO QUALITY MUN INCOME T 0.0%
Value $296K Shares 29,200 Est. Cost $9.61 Unrealized
ZDEK INNOVATOR ETFS TRUST 0.0%
Value $484K Shares 18,326 Est. Cost $25.72 Unrealized
AVGO BROADCOM INC 0.0%
Value $75,550 Shares 200 Est. Cost $268.59 Unrealized
BLACKROCK ENHANCED EQUITY DI 0.0%
Value $133K Shares 13,898 Est. Cost $8.60 Unrealized
EATON VANCE MUN INCOME TR 0.0%
Value $176K Shares 15,666 Est. Cost $9.83 Unrealized
EATON VANCE NATL MUN OPPORT 0.0%
Value $468K Shares 26,549 Est. Cost $16.39 Unrealized
TAFM AB ACTIVE ETFS INC 0.0%
Value $2.185M Shares 85,095 Est. Cost $25.11 Unrealized
CDL VICTORY PORTFOLIOS II 0.0%
Value $320K Shares 4,119 Est. Cost $68.57 Unrealized
UMH UMH PPTYS INC 0.0%
Value $329K Shares 21,738 Est. Cost $19.62 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value $99,226 Shares 10,115 Est. Cost $9.53 Unrealized
HRTX HERON THERAPEUTICS INC 0.0%
Value $13,625 Shares 31,923 Est. Cost $1.23 Unrealized
PUTNAM MANAGED MUN INCOME TR 0.0%
Value $190K Shares 29,014 Est. Cost $6.11 Unrealized
MIAX MIAMI INTL HLDGS INC 0.0%
Value $232K Shares 6,251 Est. Cost $42.00 Unrealized
THM INTERNATIONAL TOWER HILL MIN 0.0%
Value $70,197 Shares 35,275 Est. Cost $0.43 Unrealized
EMHY ISHARES INC 0.0%
Value $342K Shares 8,400 Est. Cost $36.35 Unrealized
USFR WISDOMTREE TR 0.2%
Value $19.56M Shares 388,536 Est. Cost $50.26 Unrealized
ALLSPRING GLOBAL DIVIDEND OP 0.0%
Value $89,507 Shares 13,707 Est. Cost $5.39 Unrealized
VOYA GLBL EQTY DIV & PREM OP 0.0%
Value $118K Shares 19,273 Est. Cost $5.71 Unrealized
ZJAN INNOVATOR ETFS TRUST 0.0%
Value $338K Shares 12,090 Est. Cost $27.26 Unrealized
REAVES UTIL INCOME FD 0.0%
Value $231K Shares 5,677 Est. Cost $39.28 Unrealized
V VISA INC 0.0%
Value $68,618 Shares 200 Est. Cost $298.52 Unrealized
INDA ISHARES TR 0.0%
Value $148K Shares 3,000 Est. Cost $53.47 Unrealized
PATH UIPATH INC 0.0%
Value $299K Shares 27,523 Est. Cost $14.46 Unrealized
ESBA EMPIRE ST RLTY OP L P 0.0%
Value $79,576 Shares 14,338 Est. Cost $7.87 Unrealized
NUVEEN MUN CR INCOME FD 0.0%
Value $176K Shares 13,908 Est. Cost $12.17 Unrealized
HANCOCK JOHN TAX-ADVANTAGED 0.0%
Value $254K Shares 9,980 Est. Cost $24.80 Unrealized
CNVS CINEVERSE CORP 0.0%
Value $36,680 Shares 12,350 Est. Cost $2.26 Unrealized
PWZ INVESCO EXCH TRADED FD TR II 0.0%
Value $255K Shares 10,400 Est. Cost $23.92 Unrealized
GDX VANECK ETF TRUST 0.0%
Value $30,180 Shares 400 Est. Cost $61.84 Unrealized
YDESW YD BIO LTD 0.0%
Value $5,478 Shares 17,672 Est. Cost $2.13 Unrealized
CPNJ CALAMOS ETF TR 0.0%
Value $264K Shares 9,552 Est. Cost $26.52 Unrealized
SHYD VANECK ETF TRUST 0.0%
Value $381K Shares 16,645 Est. Cost $22.21 Unrealized
UYSC UY SCUTI ACQUISITION CORP. 0.0%
Value $213K Shares 20,000 Est. Cost $10.11 Unrealized
NHIC NEWHOLD INVT CORP III 0.0%
Value $117K Shares 10,700 Est. Cost $10.18 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value $44,825 Shares 2,500 Est. Cost $11.43 Unrealized
ZFEB INNOVATOR ETFS TRUST 0.0%
Value $210K Shares 8,094 Est. Cost $25.39 Unrealized
BIPC BROOKFIELD INFRASTRUCTURE CO 0.0%
Value $224K Shares 5,819 Est. Cost $45.02 Unrealized
BHC BAUSCH HEALTH COS INC 0.0%
Value $49,300 Shares 10,000 Est. Cost $6.58 Unrealized
EVTL VERTICAL AEROSPACE LTD 0.0%
Value $17,400 Shares 10,000 Est. Cost $5.07 Unrealized
SN SHARKNINJA INC 0.0%
Value $15,227 Shares 100 Est. Cost $110.87 Unrealized
PUTNAM MUN OPPORTUNITIES TR 0.0%
Value $193K Shares 18,340 Est. Cost $10.21 Unrealized
FTMS PUTNAM ETF TRUST 0.0%
Value $1.008M Shares 101,341 Est. Cost $9.93 Unrealized
KAYNE ANDERSON ENERGY INFRST 0.0%
Value $161K Shares 11,655 Est. Cost $9.48 Unrealized
WOOF PETCO HEALTH & WELLNESS CO I 0.0%
Value $140K Shares 51,500 Est. Cost $3.05 Unrealized
KKR INCOME OPPORTUNITIES FD 0.0%
Value $152K Shares 13,464 Est. Cost $12.57 Unrealized
JOBY JOBY AVIATION INC 0.0%
Value $44,600 Shares 5,000 Est. Cost $10.95 Unrealized
USAR USA RARE EARTH INC 0.0%
Value $10,790 Shares 500 Est. Cost $20.87 Unrealized
EVO EVOTEC AG 0.0%
Value $28,045 Shares 10,016 Est. Cost $2.50 Unrealized
IONQ IONQ INC 0.0%
Value $5,326 Shares 100 Est. Cost $47.62 Unrealized
ONDS ONDAS INC 0.0%
Value $20,600 Shares 2,500 Est. Cost $11.04 Unrealized
FTMU PUTNAM ETF TRUST 0.0%
Value $113K Shares 14,274 Est. Cost $7.81 Unrealized
DURA VANECK ETF TRUST 0.0%
Value $263K Shares 7,084 Est. Cost $33.80 Unrealized
INVESCO MUNI INCOME OPP TRST 0.0%
Value $159K Shares 25,646 Est. Cost $6.03 Unrealized
TAXX BONDBLOXX ETF TRUST 0.0%
Value $438K Shares 8,637 Est. Cost $50.55 Unrealized
ANSC AGRICULTURE & NAT SOL ACQ CO 0.0%
Value $146K Shares 12,800 Est. Cost $10.90 Unrealized
EGHT 8X8 INC NEW 0.0%
Value $55,575 Shares 32,500 Est. Cost $2.06 Unrealized
BMBL BUMBLE INC 0.0%
Value $80,154 Shares 25,048 Est. Cost $3.31 Unrealized
TAVI TAVIA ACQUISITION CORP 0.0%
Value $123K Shares 11,500 Est. Cost $10.29 Unrealized
NUVEEN SELECT TAX-FREE INCOM 0.0%
Value $452K Shares 31,581 Est. Cost $14.70 Unrealized
EATON VANCE SR FLTNG RTE TR 0.0%
Value $163K Shares 15,346 Est. Cost $12.63 Unrealized
BLACKROCK MUN TARGET TERM TR 0.0%
Value $371K Shares 16,300 Est. Cost $22.46 Unrealized
CREDIT SUISSE ASSET MGMT 0.0%
Value $25,117 Shares 10,128 Est. Cost $2.83 Unrealized
BRTR BLACKROCK ETF TRUST II 0.0%
Value $469K Shares 9,315 Est. Cost $50.46 Unrealized
OKLO OKLO INC 0.0%
Value $10,466 Shares 200 Est. Cost $35.64 Unrealized
OMEX ODYSSEY MARINE EXPL INC 0.0%
Value $14,457 Shares 17,000 Est. Cost $3.75 Unrealized
PTBD PACER FDS TR 0.0%
Value $323K Shares 16,829 Est. Cost $20.10 Unrealized
NUVEEN CR STRATEGIES INCOME 0.0%
Value $79,407 Shares 16,339 Est. Cost $5.22 Unrealized
MEAR ISHARES U S ETF TR 0.0%
Value $202K Shares 4,016 Est. Cost $50.24 Unrealized
BBIO BRIDGEBIO PHARMA INC 0.0%
Value $239K Shares 3,213 Est. Cost $74.48 Unrealized