Caldwell Sutter Capital as of Sept. 30, 2025
Portfolio Holdings for Caldwell Sutter Capital
Caldwell Sutter Capital holds 871 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.6 | $13M | 52k | 254.63 | |
| Msa Safety Inc equity (MSA) | 2.4 | $5.7M | 33k | 172.07 | |
| Perma-pipe International (PPIH) | 2.4 | $5.7M | 241k | 23.43 | |
| Plumas Ban (PLBC) | 1.9 | $4.6M | 106k | 43.14 | |
| Visa Com Cl A (V) | 1.9 | $4.5M | 13k | 341.38 | |
| Donegal Group Cl A (DGICA) | 1.8 | $4.3M | 223k | 19.39 | |
| Caterpillar (CAT) | 1.8 | $4.2M | 8.7k | 477.17 | |
| Summit State Bank (SSBI) | 1.8 | $4.2M | 349k | 11.91 | |
| Microsoft Corporation (MSFT) | 1.7 | $3.9M | 7.6k | 517.92 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $3.3M | 6.5k | 502.74 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $3.2M | 4.8k | 669.30 | |
| Kinetik Holdings New Cl A (KNTK) | 1.3 | $3.1M | 73k | 42.74 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 1.3 | $3.1M | 14k | 215.79 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $3.0M | 9.4k | 315.42 | |
| Costco Whsl Corp New Com (COST) | 1.2 | $2.8M | 3.0k | 925.65 | |
| Chevron Corp New Com (CVX) | 1.1 | $2.6M | 17k | 155.29 | |
| FirstSun Capital Bancorp (FSUN) | 1.1 | $2.5M | 63k | 38.79 | |
| Modine Manufacturing (MOD) | 1.0 | $2.5M | 17k | 142.16 | |
| American Express Company (AXP) | 1.0 | $2.4M | 7.3k | 332.18 | |
| International Business Machines (IBM) | 1.0 | $2.4M | 8.5k | 282.17 | |
| Bay (BCML) | 1.0 | $2.3M | 80k | 28.75 | |
| Meta Platforms Cl A (META) | 1.0 | $2.3M | 3.1k | 734.38 | |
| Seneca Foods Corp New Cl A (SENEA) | 1.0 | $2.3M | 21k | 107.94 | |
| New England Rlty Assoc Ltd P Depository Rcpt (NEN) | 0.9 | $2.2M | 30k | 71.75 | |
| Intuit (INTU) | 0.9 | $2.2M | 3.2k | 682.91 | |
| Parke Ban (PKBK) | 0.9 | $2.0M | 95k | 21.55 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $2.0M | 6.1k | 328.17 | |
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.8 | $2.0M | 16k | 125.95 | |
| Banner Corp Com New (BANR) | 0.8 | $1.9M | 30k | 65.50 | |
| Cisco Systems (CSCO) | 0.8 | $1.9M | 28k | 68.42 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.8 | $1.8M | 18k | 100.70 | |
| Kayne Anderson MLP Investment (KYN) | 0.8 | $1.8M | 144k | 12.37 | |
| Barings Corporate Investors (MCI) | 0.8 | $1.8M | 85k | 20.76 | |
| First Internet Bancorp (INBK) | 0.7 | $1.8M | 78k | 22.43 | |
| Pfizer (PFE) | 0.7 | $1.7M | 65k | 25.48 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $1.6M | 14k | 112.75 | |
| Community West Bancshares New Com (CWBC) | 0.7 | $1.5M | 74k | 20.84 | |
| Union Pacific Corporation (UNP) | 0.6 | $1.5M | 6.4k | 236.37 | |
| Pepsi (PEP) | 0.6 | $1.5M | 10k | 140.44 | |
| Mechanics Bancorp Cl A (MCHB) | 0.6 | $1.4M | 103k | 13.31 | |
| Wiley John & Sons Cl A (WLY) | 0.6 | $1.4M | 34k | 40.47 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $1.3M | 2.7k | 479.67 | |
| UMH Properties (UMH) | 0.6 | $1.3M | 88k | 14.85 | |
| Abbvie (ABBV) | 0.5 | $1.3M | 5.4k | 231.54 | |
| Home Depot (HD) | 0.5 | $1.2M | 3.1k | 405.18 | |
| American Realty Investors (ARL) | 0.5 | $1.2M | 73k | 16.73 | |
| Johnson & Johnson (JNJ) | 0.5 | $1.2M | 6.6k | 185.42 | |
| AMREP Corporation (AXR) | 0.5 | $1.2M | 51k | 23.92 | |
| Natural Alternatives Intl Com New (NAII) | 0.5 | $1.2M | 419k | 2.86 | |
| Electro-Sensors (ELSE) | 0.5 | $1.2M | 250k | 4.78 | |
| Hershey Company (HSY) | 0.5 | $1.1M | 6.1k | 187.05 | |
| At&t (T) | 0.5 | $1.1M | 40k | 28.24 | |
| A Mark Precious Metals (AMRK) | 0.5 | $1.1M | 44k | 25.87 | |
| Investors Title Company (ITIC) | 0.5 | $1.1M | 4.2k | 267.83 | |
| Verizon Communications Inc Com (VZ) | 0.5 | $1.1M | 26k | 43.95 | |
| McDonald's Corporation (MCD) | 0.5 | $1.1M | 3.7k | 303.92 | |
| Bank of America Corporation (BAC) | 0.5 | $1.1M | 21k | 51.59 | |
| Waste Management (WM) | 0.5 | $1.1M | 4.8k | 220.83 | |
| Honeywell International (HON) | 0.5 | $1.1M | 5.0k | 210.50 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 0.4 | $1.1M | 11k | 93.35 | |
| Smartfinancial Com New (SMBK) | 0.4 | $1.0M | 28k | 35.73 | |
| Northrim Ban (NRIM) | 0.4 | $1.0M | 46k | 21.66 | |
| Canadian Pacific Kansas City (CP) | 0.4 | $987k | 13k | 74.49 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $967k | 11k | 89.37 | |
| Enbridge (ENB) | 0.4 | $927k | 18k | 50.46 | |
| Gilead Sciences (GILD) | 0.4 | $922k | 8.3k | 111.00 | |
| Wal-Mart Stores (WMT) | 0.4 | $915k | 8.9k | 103.06 | |
| Wisdomtree Tr Floating Rat Trea (USFR) | 0.4 | $905k | 18k | 50.27 | |
| Capital Southwest Corporation (CSWC) | 0.4 | $897k | 41k | 21.86 | |
| Walt Disney Company (DIS) | 0.4 | $883k | 7.7k | 114.50 | |
| Barings Partn Invs Sh Ben Int (MPV) | 0.4 | $882k | 44k | 20.15 | |
| Bank of New York Mellon Corporation (BK) | 0.4 | $866k | 7.9k | 108.96 | |
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $855k | 9.6k | 89.34 | |
| Boeing Company (BA) | 0.4 | $846k | 3.9k | 215.83 | |
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $843k | 4.5k | 186.48 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $821k | 3.4k | 243.10 | |
| Apartment Invt & Mgmt Cl A (AIV) | 0.4 | $820k | 103k | 7.93 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $807k | 3.3k | 243.55 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $797k | 1.6k | 499.21 | |
| InterGroup Corporation (INTG) | 0.3 | $796k | 40k | 20.16 | |
| Digital Realty Trust (DLR) | 0.3 | $784k | 4.5k | 172.87 | |
| Merck & Co (MRK) | 0.3 | $777k | 9.3k | 83.93 | |
| Duke Energy Corp New Com New (DUK) | 0.3 | $762k | 6.2k | 123.75 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $754k | 1.00 | 754200.00 | |
| Black Stone Minerals Com Unit (BSM) | 0.3 | $733k | 56k | 13.14 | |
| Csw Industrials (CSW) | 0.3 | $731k | 3.0k | 242.75 | |
| Nicholas Financial | 0.3 | $711k | 138k | 5.15 | |
| Old National Ban (ONB) | 0.3 | $703k | 32k | 21.95 | |
| Central Securities (CET) | 0.3 | $701k | 14k | 51.37 | |
| Williams Companies (WMB) | 0.3 | $688k | 11k | 63.35 | |
| Fb Finl (FBK) | 0.3 | $679k | 12k | 55.74 | |
| Procter & Gamble Company (PG) | 0.3 | $671k | 4.4k | 153.64 | |
| Qualcomm (QCOM) | 0.3 | $669k | 4.0k | 166.36 | |
| Welltower Inc Com reit (WELL) | 0.3 | $656k | 3.7k | 178.14 | |
| Amcon Distrg Com New (DIT) | 0.3 | $638k | 5.6k | 113.76 | |
| Amazon (AMZN) | 0.3 | $620k | 2.8k | 219.57 | |
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.3 | $611k | 6.4k | 96.15 | |
| Fs Ban (FSBW) | 0.3 | $605k | 15k | 39.92 | |
| Ni Hldgs (NODK) | 0.3 | $603k | 45k | 13.56 | |
| Ingles Mkts Cl A (IMKTA) | 0.3 | $590k | 8.5k | 69.56 | |
| Coca-Cola Company (KO) | 0.3 | $590k | 8.9k | 66.32 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $585k | 955.00 | 612.38 | |
| Philip Morris International (PM) | 0.2 | $583k | 3.6k | 162.20 | |
| Danaher Corporation (DHR) | 0.2 | $574k | 2.9k | 198.26 | |
| NVIDIA Corporation (NVDA) | 0.2 | $569k | 3.0k | 186.58 | |
| Oneok New Com (OKE) | 0.2 | $556k | 7.6k | 72.97 | |
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $550k | 10k | 53.87 | |
| Clorox Company (CLX) | 0.2 | $546k | 4.4k | 123.30 | |
| Us Bancorp Del Com New (USB) | 0.2 | $544k | 11k | 48.33 | |
| Vanguard World Fds Energy Etf (VDE) | 0.2 | $543k | 4.3k | 125.86 | |
| Norfolk Southern (NSC) | 0.2 | $541k | 1.8k | 300.41 | |
| LGL (LGL) | 0.2 | $540k | 81k | 6.67 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $528k | 5.5k | 96.55 | |
| 3M Company (MMM) | 0.2 | $521k | 3.4k | 155.18 | |
| United Parcel Service CL B (UPS) | 0.2 | $521k | 6.2k | 83.54 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $502k | 3.0k | 167.33 | |
| Amgen (AMGN) | 0.2 | $497k | 1.8k | 282.15 | |
| Bank of Marin Ban (BMRC) | 0.2 | $495k | 20k | 24.28 | |
| Wiley John & Sons CL B (WLYB) | 0.2 | $489k | 12k | 40.28 | |
| Starbucks Corporation (SBUX) | 0.2 | $488k | 5.8k | 84.60 | |
| Broadcom (AVGO) | 0.2 | $480k | 1.5k | 329.90 | |
| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.2 | $478k | 13k | 36.81 | |
| Abbott Laboratories (ABT) | 0.2 | $472k | 3.5k | 133.94 | |
| Kenvue (KVUE) | 0.2 | $470k | 29k | 16.23 | |
| State Street Corporation (STT) | 0.2 | $470k | 4.1k | 116.01 | |
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.2 | $461k | 5.1k | 91.22 | |
| Nextera Energy (NEE) | 0.2 | $458k | 6.1k | 75.49 | |
| Ge Aerospace Com New (GE) | 0.2 | $448k | 1.5k | 300.89 | |
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $446k | 8.8k | 50.73 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $445k | 5.4k | 82.97 | |
| Lowe's Companies (LOW) | 0.2 | $427k | 1.7k | 251.31 | |
| Intel Corporation (INTC) | 0.2 | $426k | 13k | 33.55 | |
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.2 | $418k | 8.3k | 50.40 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $413k | 3.5k | 119.51 | |
| Wells Fargo New Com (WFC) | 0.2 | $412k | 4.9k | 83.82 | |
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $406k | 1.4k | 281.86 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $400k | 1.4k | 293.64 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $396k | 3.2k | 124.35 | |
| Crown Castle Intl (CCI) | 0.2 | $391k | 4.1k | 96.48 | |
| Medtronic SHS (MDT) | 0.2 | $385k | 4.0k | 95.24 | |
| Kratos Defense & Sec Solutions Com New (KTOS) | 0.2 | $384k | 4.2k | 91.37 | |
| Ameriprise Financial (AMP) | 0.2 | $379k | 772.00 | 491.25 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $375k | 660.00 | 568.81 | |
| Altria (MO) | 0.2 | $374k | 5.7k | 66.06 | |
| Consolidated Edison (ED) | 0.2 | $370k | 3.7k | 100.52 | |
| Calumet (CLMT) | 0.2 | $356k | 20k | 18.25 | |
| Realty Income (O) | 0.2 | $352k | 5.8k | 60.79 | |
| Travelers Companies Inc Com (TRV) | 0.1 | $351k | 1.3k | 279.12 | |
| Sturm, Ruger & Company (RGR) | 0.1 | $350k | 8.1k | 43.47 | |
| Dominion Resources (D) | 0.1 | $348k | 5.7k | 61.17 | |
| Oracle Corporation (ORCL) | 0.1 | $347k | 1.2k | 281.24 | |
| UnitedHealth (UNH) | 0.1 | $338k | 980.00 | 345.30 | |
| Victory Cap Hldgs Com Cl A (VCTR) | 0.1 | $335k | 5.2k | 64.76 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $332k | 1.4k | 239.64 | |
| Dollar Gen Corp New Com (DG) | 0.1 | $329k | 3.2k | 103.35 | |
| Key (KEY) | 0.1 | $323k | 17k | 18.69 | |
| Kinder Morgan (KMI) | 0.1 | $319k | 11k | 28.31 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $308k | 5.1k | 59.92 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $307k | 461.00 | 666.18 | |
| Stagwell Com Cl A (STGW) | 0.1 | $302k | 54k | 5.63 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $298k | 11k | 27.30 | |
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $296k | 3.5k | 85.34 | |
| Valaris Cl A (VAL) | 0.1 | $293k | 6.0k | 48.77 | |
| Renasant (RNST) | 0.1 | $288k | 7.8k | 36.89 | |
| W.R. Berkley Corporation (WRB) | 0.1 | $284k | 3.7k | 76.62 | |
| General Mills (GIS) | 0.1 | $281k | 5.6k | 50.42 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $275k | 2.1k | 133.90 | |
| Bristol Myers Squibb (BMY) | 0.1 | $272k | 6.0k | 45.10 | |
| Barings Global Short Duration Com cef (BGH) | 0.1 | $268k | 17k | 15.46 | |
| PNC Financial Services (PNC) | 0.1 | $266k | 1.3k | 200.93 | |
| Nasdaq Omx (NDAQ) | 0.1 | $265k | 3.0k | 88.45 | |
| American Electric Power Company (AEP) | 0.1 | $265k | 2.4k | 112.50 | |
| Keysight Technologies (KEYS) | 0.1 | $263k | 1.5k | 174.92 | |
| St. Joe Company (JOE) | 0.1 | $262k | 5.3k | 49.48 | |
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $259k | 3.6k | 72.77 | |
| Invesco Qqq Trust Unit Ser 1 (QQQ) | 0.1 | $259k | 431.00 | 600.37 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $257k | 834.00 | 307.86 | |
| Proshares Tr Large Cap Cre (CSM) | 0.1 | $255k | 3.3k | 76.57 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $251k | 2.6k | 96.46 | |
| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $250k | 4.3k | 58.72 | |
| Ford Motor Company (F) | 0.1 | $250k | 21k | 11.96 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $247k | 1.8k | 140.95 | |
| Dow (DOW) | 0.1 | $247k | 11k | 22.93 | |
| Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $244k | 2.4k | 100.75 | |
| Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) | 0.1 | $238k | 1.9k | 125.42 | |
| Nucor Corporation (NUE) | 0.1 | $236k | 1.7k | 135.43 | |
| Enterprise Products Partners (EPD) | 0.1 | $235k | 7.5k | 31.27 | |
| Old Republic International Corporation (ORI) | 0.1 | $234k | 5.5k | 42.47 | |
| Pathfinder Ban (PBHC) | 0.1 | $231k | 15k | 15.64 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $229k | 902.00 | 254.23 | |
| Kinsale Cap Group (KNSL) | 0.1 | $229k | 538.00 | 425.26 | |
| Ge Vernova (GEV) | 0.1 | $228k | 371.00 | 614.90 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $227k | 2.0k | 111.47 | |
| Blue Ridge Bank (BRBS) | 0.1 | $227k | 54k | 4.23 | |
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.1 | $223k | 27k | 8.20 | |
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $220k | 1.9k | 118.37 | |
| Bce Com New (BCE) | 0.1 | $220k | 9.4k | 23.39 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $218k | 7.6k | 28.91 | |
| SLB Com Stk (SLB) | 0.1 | $214k | 6.2k | 34.37 | |
| Loews Corporation (L) | 0.1 | $211k | 2.1k | 100.39 | |
| General Dynamics Corporation (GD) | 0.1 | $211k | 618.00 | 341.00 | |
| Marvell Technology (MRVL) | 0.1 | $209k | 2.5k | 84.07 | |
| Workday Cl A (WDAY) | 0.1 | $207k | 858.00 | 240.73 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $207k | 3.8k | 54.18 | |
| Essex Property Trust (ESS) | 0.1 | $205k | 766.00 | 267.66 | |
| Prudential Financial (PRU) | 0.1 | $205k | 2.0k | 103.74 | |
| Blackrock (BLK) | 0.1 | $204k | 175.00 | 1165.87 | |
| AFLAC Incorporated (AFL) | 0.1 | $202k | 1.8k | 111.70 | |
| Amalgamated Financial Corp (AMAL) | 0.1 | $199k | 7.3k | 27.15 | |
| Eastern Bankshares (EBC) | 0.1 | $198k | 11k | 18.15 | |
| LSB Industries (LXU) | 0.1 | $197k | 25k | 7.88 | |
| Columbia Banking System (COLB) | 0.1 | $196k | 7.6k | 25.74 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $195k | 1.1k | 183.69 | |
| Transcontinental Rlty Invs Com New (TCI) | 0.1 | $194k | 4.2k | 46.13 | |
| Cummins (CMI) | 0.1 | $192k | 454.00 | 422.37 | |
| Old Second Ban (OSBC) | 0.1 | $190k | 11k | 17.29 | |
| CVS Caremark Corporation (CVS) | 0.1 | $189k | 2.5k | 75.39 | |
| Palo Alto Networks (PANW) | 0.1 | $189k | 926.00 | 203.62 | |
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.1 | $187k | 5.1k | 36.69 | |
| Fortive (FTV) | 0.1 | $185k | 3.8k | 48.99 | |
| International Paper Company (IP) | 0.1 | $185k | 4.0k | 46.40 | |
| Mainstreet Bancshares (MNSB) | 0.1 | $184k | 8.8k | 20.83 | |
| Phillips 66 (PSX) | 0.1 | $183k | 1.3k | 136.06 | |
| Donegal Group CL B (DGICB) | 0.1 | $183k | 11k | 16.31 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $176k | 2.3k | 76.41 | |
| Proshares Tr Russ 2000 Divd (SMDV) | 0.1 | $175k | 2.6k | 66.64 | |
| Carrier Global Corporation (CARR) | 0.1 | $174k | 2.9k | 59.70 | |
| Frp Holdings (FRPH) | 0.1 | $174k | 7.1k | 24.36 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $172k | 10k | 17.16 | |
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.1 | $171k | 11k | 15.70 | |
| Boulder Growth & Income Fund (STEW) | 0.1 | $171k | 9.4k | 18.16 | |
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $165k | 1.1k | 144.37 | |
| Northeast Cmnty Bancorp (NECB) | 0.1 | $165k | 8.0k | 20.57 | |
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $164k | 2.3k | 72.44 | |
| Plains All Amern Pipeline Unit Ltd Partn (PAA) | 0.1 | $161k | 9.4k | 17.06 | |
| Proshares Tr Msci Eur Div (EUDV) | 0.1 | $160k | 3.0k | 52.58 | |
| PG&E Corporation (PCG) | 0.1 | $160k | 11k | 15.08 | |
| Pacer Fds Tr Developed Mrkt (ICOW) | 0.1 | $158k | 4.3k | 36.42 | |
| Nike CL B (NKE) | 0.1 | $156k | 2.2k | 69.73 | |
| Applied Materials (AMAT) | 0.1 | $154k | 750.00 | 204.74 | |
| GSK Sponsored Adr (GSK) | 0.1 | $153k | 3.5k | 43.16 | |
| Invesco Exchange Traded Fd T Dynmc Food Bev (PBJ) | 0.1 | $153k | 3.3k | 45.87 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $153k | 630.00 | 242.06 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $152k | 1.5k | 103.07 | |
| Morgan Stanley Com New (MS) | 0.1 | $152k | 955.00 | 158.96 | |
| Corning Incorporated (GLW) | 0.1 | $150k | 1.8k | 82.03 | |
| ConocoPhillips (COP) | 0.1 | $146k | 1.5k | 94.60 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $143k | 1.4k | 100.27 | |
| Columbia Sportswear Company (COLM) | 0.1 | $141k | 2.7k | 52.30 | |
| Avidbank Holdings (AVBH) | 0.1 | $140k | 5.5k | 25.50 | |
| Automatic Data Processing (ADP) | 0.1 | $139k | 475.00 | 293.50 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $138k | 1.0k | 138.24 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $136k | 291.00 | 468.41 | |
| OceanFirst Financial (OCFC) | 0.1 | $136k | 7.7k | 17.57 | |
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $135k | 3.5k | 38.22 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.1 | $135k | 2.1k | 64.14 | |
| First Fndtn (FFWM) | 0.1 | $134k | 24k | 5.57 | |
| Ennis (EBF) | 0.1 | $133k | 7.3k | 18.28 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $132k | 649.00 | 203.59 | |
| The Campbells Company Com (CPB) | 0.1 | $131k | 4.1k | 31.58 | |
| Deere & Company (DE) | 0.1 | $124k | 272.00 | 457.26 | |
| Hurco Companies (HURC) | 0.1 | $124k | 7.1k | 17.40 | |
| Cenovus Energy (CVE) | 0.1 | $123k | 7.3k | 16.99 | |
| Truist Financial Corp equities (TFC) | 0.1 | $122k | 2.7k | 45.72 | |
| Smith-Midland Corporation (SMID) | 0.1 | $121k | 3.3k | 36.90 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $121k | 2.7k | 44.69 | |
| MetLife (MET) | 0.0 | $116k | 1.4k | 82.37 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $116k | 1.3k | 91.43 | |
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.0 | $116k | 3.4k | 34.42 | |
| Emerson Electric (EMR) | 0.0 | $115k | 880.00 | 131.18 | |
| Connectone Banc (CNOB) | 0.0 | $114k | 4.6k | 24.81 | |
| Sunstone Hotel Invs New Com (SHO) | 0.0 | $114k | 12k | 9.37 | |
| Air Products & Chemicals (APD) | 0.0 | $113k | 414.00 | 272.72 | |
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $112k | 6.1k | 18.24 | |
| Kellogg Company (K) | 0.0 | $109k | 1.3k | 82.02 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $108k | 1.3k | 79.93 | |
| Simon Ppty Group New Com (SPG) | 0.0 | $108k | 573.00 | 187.67 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $107k | 756.00 | 142.10 | |
| Spdr Ser Tr Portflo S&p500 Gw (SPYG) | 0.0 | $105k | 1.0k | 104.51 | |
| Bridgebio Pharma (BBIO) | 0.0 | $104k | 2.0k | 51.94 | |
| The Original Bark Company (BARK) | 0.0 | $102k | 123k | 0.83 | |
| Rayonier Advanced Matls (RYAM) | 0.0 | $101k | 14k | 7.22 | |
| Riverview Ban (RVSB) | 0.0 | $99k | 19k | 5.37 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $99k | 1.3k | 78.37 | |
| Nicolet Bankshares (NIC) | 0.0 | $97k | 720.00 | 134.50 | |
| CVB Financial (CVBF) | 0.0 | $96k | 5.1k | 18.91 | |
| Schwab Strategic Tr Internl Divid (SCHY) | 0.0 | $96k | 3.4k | 27.94 | |
| Ishares Msci Eurzone Etf (EZU) | 0.0 | $96k | 1.5k | 61.94 | |
| Chesapeake Energy Corp (EXE) | 0.0 | $96k | 900.00 | 106.24 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $94k | 610.00 | 154.23 | |
| United Security Bancshares (UBFO) | 0.0 | $94k | 10k | 9.33 | |
| TriCo Bancshares (TCBK) | 0.0 | $93k | 2.1k | 44.41 | |
| Southern Company (SO) | 0.0 | $92k | 969.00 | 94.77 | |
| Ishares Msci Germany Etf (EWG) | 0.0 | $92k | 2.2k | 41.61 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $91k | 500.00 | 182.42 | |
| Tile Shop Hldgs (TTSH) | 0.0 | $91k | 15k | 6.05 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $90k | 1.0k | 87.31 | |
| Brookfield Infrastructure Corp Com Sub Vtg A (BIPC) | 0.0 | $89k | 2.2k | 41.12 | |
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $88k | 1.5k | 57.49 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $86k | 412.00 | 209.26 | |
| Southern California Bancorp (BCAL) | 0.0 | $84k | 5.0k | 16.68 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $84k | 235.00 | 355.47 | |
| Eli Lilly & Co. (LLY) | 0.0 | $83k | 109.00 | 763.00 | |
| Nexpoint Diversified Rel Et Tr Com New (NXDT) | 0.0 | $82k | 22k | 3.69 | |
| Bank Of Montreal Cadcom (BMO) | 0.0 | $82k | 631.00 | 130.25 | |
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $81k | 641.00 | 126.64 | |
| Penske Automotive (PAG) | 0.0 | $81k | 465.00 | 173.91 | |
| salesforce (CRM) | 0.0 | $80k | 339.00 | 237.00 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $79k | 1.3k | 62.47 | |
| Hercules Technology Growth Capital (HTGC) | 0.0 | $78k | 4.1k | 18.91 | |
| Alpha Pro Tech (APT) | 0.0 | $78k | 16k | 4.79 | |
| Energy Recovery (ERII) | 0.0 | $77k | 5.0k | 15.42 | |
| Timken Company (TKR) | 0.0 | $77k | 1.0k | 75.18 | |
| Industrial Logistics Pptys Tr Shs Ben Int (ILPT) | 0.0 | $76k | 13k | 5.83 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $75k | 806.00 | 93.37 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $75k | 1.4k | 53.40 | |
| Legg Mason Etf Invt Clearbridge Di (YLDE) | 0.0 | $75k | 1.4k | 54.61 | |
| Borr Drilling SHS (BORR) | 0.0 | $74k | 28k | 2.69 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $73k | 520.00 | 140.05 | |
| Evergy (EVRG) | 0.0 | $73k | 956.00 | 76.02 | |
| Pacer Fds Tr Pacer Us Small (CALF) | 0.0 | $68k | 1.5k | 43.79 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $67k | 611.00 | 109.95 | |
| Dupont De Nemours (DD) | 0.0 | $67k | 857.00 | 77.94 | |
| CMS Energy Corporation (CMS) | 0.0 | $67k | 910.00 | 73.26 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $66k | 560.00 | 118.44 | |
| General Motors Company (GM) | 0.0 | $66k | 1.1k | 60.97 | |
| Target Corporation (TGT) | 0.0 | $66k | 737.00 | 89.70 | |
| Helix Energy Solutions (HLX) | 0.0 | $66k | 10k | 6.56 | |
| Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA) | 0.0 | $66k | 2.6k | 25.23 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $65k | 339.00 | 192.74 | |
| Granite Pt Mtg Tr Com Stk (GPMT) | 0.0 | $64k | 21k | 3.00 | |
| Agnico (AEM) | 0.0 | $64k | 380.00 | 168.56 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $64k | 317.00 | 201.53 | |
| Envista Hldgs Corp (NVST) | 0.0 | $64k | 3.1k | 20.37 | |
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $62k | 1.4k | 45.21 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $61k | 748.00 | 81.19 | |
| Kroger (KR) | 0.0 | $61k | 900.00 | 67.41 | |
| Citigroup Com New (C) | 0.0 | $61k | 597.00 | 101.50 | |
| Entergy Corp New Com (ETR) | 0.0 | $61k | 650.00 | 93.19 | |
| Chubb (CB) | 0.0 | $60k | 213.00 | 282.25 | |
| Newmont Mining Corporation (NEM) | 0.0 | $60k | 712.00 | 84.31 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $60k | 419.00 | 143.18 | |
| Uber Technologies (UBER) | 0.0 | $59k | 605.00 | 97.97 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $59k | 199.00 | 297.62 | |
| Manulife Finl Corp (MFC) | 0.0 | $59k | 1.9k | 31.15 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $59k | 803.00 | 73.46 | |
| Rmr Group Cl A (RMR) | 0.0 | $59k | 3.7k | 15.73 | |
| Encana Corporation (OVV) | 0.0 | $59k | 1.5k | 40.38 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $58k | 745.00 | 78.34 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $58k | 1.0k | 57.10 | |
| Nebius Group Class A (NBIS) | 0.0 | $58k | 516.00 | 112.27 | |
| Micron Technology (MU) | 0.0 | $58k | 345.00 | 167.32 | |
| Noble Corp Ord Shs A (NE) | 0.0 | $57k | 2.0k | 28.28 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $56k | 402.00 | 139.17 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $56k | 158.00 | 352.75 | |
| Bunge Global Sa SHS (BG) | 0.0 | $56k | 685.00 | 81.25 | |
| Rbc Cad (RY) | 0.0 | $55k | 375.00 | 147.32 | |
| Ralliant Corp (RAL) | 0.0 | $55k | 1.3k | 43.74 | |
| CSX Corporation (CSX) | 0.0 | $55k | 1.5k | 35.51 | |
| L3harris Technologies (LHX) | 0.0 | $54k | 178.00 | 305.41 | |
| Vontier Corporation (VNT) | 0.0 | $54k | 1.3k | 41.97 | |
| Allstate Corporation (ALL) | 0.0 | $54k | 250.00 | 214.65 | |
| Veralto Corp SHS (VLTO) | 0.0 | $53k | 500.00 | 106.61 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $53k | 550.00 | 95.47 | |
| Marriott Intl New Cl A (MAR) | 0.0 | $52k | 200.00 | 260.44 | |
| Shell Spon Ads (SHEL) | 0.0 | $52k | 726.00 | 71.53 | |
| Oklo Com Cl A (OKLO) | 0.0 | $50k | 451.00 | 111.63 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $50k | 529.00 | 95.14 | |
| Knife River Corp Common Stock (KNF) | 0.0 | $50k | 645.00 | 76.87 | |
| Devon Energy Corp New Com (DVN) | 0.0 | $49k | 1.4k | 35.06 | |
| Hartford Financial Services (HIG) | 0.0 | $49k | 365.00 | 133.39 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $49k | 2.0k | 24.56 | |
| Flexhares Tr Qlt Div Def Idx (QDEF) | 0.0 | $48k | 605.00 | 79.99 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $48k | 624.00 | 76.72 | |
| Texas Pacific Land Corp (TPL) | 0.0 | $48k | 51.00 | 933.65 | |
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $48k | 1.2k | 40.57 | |
| Flexhares Tr Intl Qltdv Idx (IQDF) | 0.0 | $47k | 1.7k | 28.53 | |
| Franklin Resources (BEN) | 0.0 | $46k | 2.0k | 23.13 | |
| DTE Energy Company (DTE) | 0.0 | $46k | 325.00 | 141.43 | |
| Corteva (CTVA) | 0.0 | $46k | 677.00 | 67.67 | |
| NiSource (NI) | 0.0 | $45k | 1.0k | 43.30 | |
| E M X Royalty Corpor small blend (EMX) | 0.0 | $44k | 8.5k | 5.15 | |
| Ishares Tr Esg Scrd S&p Mid (XJH) | 0.0 | $44k | 991.00 | 43.85 | |
| Tesla Motors (TSLA) | 0.0 | $43k | 97.00 | 444.72 | |
| Hope Ban (HOPE) | 0.0 | $43k | 4.0k | 10.77 | |
| Unilever Adr New (UL) | 0.0 | $43k | 717.00 | 59.28 | |
| Metropcs Communications (TMUS) | 0.0 | $42k | 177.00 | 239.41 | |
| Nutrien (NTR) | 0.0 | $42k | 721.00 | 58.71 | |
| Mid-America Apartment (MAA) | 0.0 | $42k | 300.00 | 139.73 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $41k | 904.00 | 45.08 | |
| Amphenol Corp New Cl A (APH) | 0.0 | $41k | 328.00 | 123.75 | |
| Easterly Govt Pptys SHS (DEA) | 0.0 | $41k | 1.8k | 22.93 | |
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.0 | $41k | 1.5k | 27.26 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $40k | 83.00 | 485.02 | |
| M-tron Inds (MPTI) | 0.0 | $40k | 724.00 | 55.48 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $40k | 109.00 | 365.48 | |
| First Tr Inter Duration Pfd & Income (FPF) | 0.0 | $39k | 2.1k | 19.15 | |
| California Water Service (CWT) | 0.0 | $39k | 855.00 | 45.89 | |
| Air Lease Corp Cl A (AL) | 0.0 | $39k | 615.00 | 63.65 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $39k | 1.3k | 29.62 | |
| Bank of Hawaii Corporation (BOH) | 0.0 | $38k | 575.00 | 65.64 | |
| Invesco Db Multi-sector Comm Agriculture Fd (DBA) | 0.0 | $38k | 1.4k | 26.76 | |
| Fair Isaac Corporation (FICO) | 0.0 | $37k | 25.00 | 1496.52 | |
| Mexco Energy Corporation (MXC) | 0.0 | $37k | 4.0k | 9.16 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $37k | 60.00 | 609.32 | |
| Seadrill 2021 (SDRL) | 0.0 | $36k | 1.2k | 30.21 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $36k | 682.00 | 53.03 | |
| Resideo Technologies (REZI) | 0.0 | $36k | 833.00 | 43.18 | |
| Paccar (PCAR) | 0.0 | $35k | 360.00 | 98.32 | |
| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $35k | 740.00 | 47.52 | |
| Global Indemnity Group Com Cl A | 0.0 | $35k | 1.2k | 29.05 | |
| Silvercorp Metals (SVM) | 0.0 | $35k | 5.5k | 6.32 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $34k | 121.00 | 279.29 | |
| Banc Of California (BANC) | 0.0 | $33k | 2.0k | 16.55 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $32k | 1.0k | 31.62 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $32k | 402.00 | 79.95 | |
| Avery Dennison Corporation (AVY) | 0.0 | $32k | 198.00 | 162.17 | |
| Goldman Sachs (GS) | 0.0 | $32k | 40.00 | 796.35 | |
| Spdr Ser Tr Portfolio S&p500 (SPSM) | 0.0 | $32k | 687.00 | 46.32 | |
| eBay (EBAY) | 0.0 | $31k | 342.00 | 90.95 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $31k | 1.6k | 19.53 | |
| ConAgra Foods (CAG) | 0.0 | $31k | 1.7k | 18.31 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $31k | 337.00 | 91.42 | |
| Viatris (VTRS) | 0.0 | $31k | 3.1k | 9.90 | |
| Grail (GRAL) | 0.0 | $31k | 518.00 | 59.13 | |
| Cigna Corp (CI) | 0.0 | $30k | 105.00 | 288.25 | |
| Spdr Ser Tr S&p Bk Etf (KBE) | 0.0 | $30k | 506.00 | 59.43 | |
| Solventum Corp SHS (SOLV) | 0.0 | $30k | 408.00 | 73.00 | |
| Ishares Tr Us Industrials (IYJ) | 0.0 | $29k | 200.00 | 145.88 | |
| Sprott Com New (SII) | 0.0 | $29k | 350.00 | 83.19 | |
| Teck Resources CL B (TECK) | 0.0 | $28k | 646.00 | 43.89 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $28k | 550.00 | 50.63 | |
| Ingevity (NGVT) | 0.0 | $28k | 500.00 | 55.19 | |
| Hancock John Prem Divid Com Sh Ben Int (PDT) | 0.0 | $28k | 2.1k | 13.34 | |
| Cohen & Steers REIT/P (RNP) | 0.0 | $27k | 1.2k | 22.48 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $27k | 242.00 | 111.22 | |
| Abrdn Asia Pacific Income Fund Com New (FAX) | 0.0 | $27k | 1.7k | 16.29 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $27k | 628.00 | 42.79 | |
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $27k | 180.00 | 148.21 | |
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $27k | 885.00 | 30.03 | |
| Mattel (MAT) | 0.0 | $26k | 1.5k | 16.83 | |
| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $26k | 513.00 | 50.59 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $26k | 199.00 | 130.28 | |
| Janus Henderson Aaa Clo Etf (JAAA) | 0.0 | $25k | 501.00 | 50.78 | |
| Heico Corp New Cl A (HEI.A) | 0.0 | $25k | 100.00 | 254.09 | |
| Smucker J M Com New (SJM) | 0.0 | $25k | 233.00 | 108.82 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $25k | 193.00 | 128.35 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $25k | 118.00 | 208.71 | |
| Spdr Portfolio S&p 1500 Composite Stock Market Etf (SPTM) | 0.0 | $25k | 304.00 | 80.65 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $24k | 400.00 | 59.74 | |
| Sandisk Corp (SNDK) | 0.0 | $23k | 208.00 | 112.20 | |
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $23k | 1.6k | 14.68 | |
| Advanced Micro Devices (AMD) | 0.0 | $23k | 143.00 | 161.79 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $23k | 252.00 | 91.75 | |
| Servicenow (NOW) | 0.0 | $23k | 25.00 | 920.28 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $23k | 157.00 | 145.65 | |
| Lithium Amers Corp New Com Shs (LAC) | 0.0 | $23k | 4.0k | 5.71 | |
| Tjx Cos New Com (TJX) | 0.0 | $23k | 158.00 | 144.54 | |
| Stanley Black & Decker (SWK) | 0.0 | $23k | 303.00 | 74.33 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $22k | 299.00 | 74.37 | |
| Toyota Motor Corp Ads (TM) | 0.0 | $22k | 116.00 | 191.09 | |
| Halozyme Therapeutics (HALO) | 0.0 | $22k | 300.00 | 73.34 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $21k | 214.00 | 99.95 | |
| Digitalbridge Group Cl A New (DBRG) | 0.0 | $21k | 1.8k | 11.70 | |
| NetApp (NTAP) | 0.0 | $21k | 178.00 | 118.46 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $21k | 267.00 | 78.91 | |
| Southwest Airlines (LUV) | 0.0 | $20k | 640.00 | 31.91 | |
| Invesco Db Multi-sector Comm Base Metals Fd (DBB) | 0.0 | $20k | 992.00 | 20.54 | |
| Ge Healthcare Technologies Common Stock (GEHC) | 0.0 | $20k | 269.00 | 75.11 | |
| Ameren Corporation (AEE) | 0.0 | $20k | 193.00 | 104.38 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $20k | 475.00 | 42.37 | |
| United Rentals (URI) | 0.0 | $20k | 21.00 | 954.67 | |
| Henry Schein (HSIC) | 0.0 | $20k | 300.00 | 66.37 | |
| Redwood Trust (RWT) | 0.0 | $20k | 3.4k | 5.79 | |
| Brookfield Real Assets Income Shs Ben Int (RA) | 0.0 | $20k | 1.5k | 13.36 | |
| Ishares Tr Msci Uk Etf New (EWU) | 0.0 | $20k | 465.00 | 41.97 | |
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $19k | 162.00 | 119.92 | |
| Wisdomtree Tr India Erngs Fd (EPI) | 0.0 | $19k | 435.00 | 44.20 | |
| Hp (HPQ) | 0.0 | $19k | 700.00 | 27.23 | |
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $19k | 196.00 | 97.08 | |
| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.0 | $19k | 200.00 | 92.60 | |
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.0 | $18k | 170.00 | 107.44 | |
| Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf (PDBC) | 0.0 | $18k | 1.4k | 13.43 | |
| Elanco Animal Health (ELAN) | 0.0 | $18k | 892.00 | 20.14 | |
| First Ctzns Bancshares Inc Del Cl A (FCNCA) | 0.0 | $18k | 10.00 | 1789.20 | |
| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $18k | 290.00 | 61.62 | |
| Fifth Third Ban (FITB) | 0.0 | $18k | 394.00 | 44.55 | |
| Church & Dwight (CHD) | 0.0 | $18k | 200.00 | 87.63 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $18k | 577.00 | 30.29 | |
| Stryker Corporation (SYK) | 0.0 | $17k | 47.00 | 369.66 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $17k | 312.00 | 55.49 | |
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.0 | $17k | 561.00 | 30.86 | |
| Barings Bdc (BBDC) | 0.0 | $17k | 2.0k | 8.76 | |
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $17k | 200.00 | 84.57 | |
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $17k | 60.00 | 279.83 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $17k | 357.00 | 46.93 | |
| Everus Constr Group (ECG) | 0.0 | $17k | 193.00 | 85.64 | |
| Brookfield Renewable Partners Partnership Unit (BEP) | 0.0 | $16k | 637.00 | 25.79 | |
| Live Nation Entertainment (LYV) | 0.0 | $16k | 100.00 | 163.40 | |
| Listed Fd Tr Roundhill Ball (METV) | 0.0 | $16k | 790.00 | 20.60 | |
| Putnam Premier Income Tr Sh Ben Int (PPT) | 0.0 | $16k | 4.4k | 3.69 | |
| Vaxcyte (PCVX) | 0.0 | $16k | 432.00 | 36.02 | |
| Stonecastle Finl (BANX) | 0.0 | $15k | 693.00 | 21.92 | |
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $15k | 343.00 | 44.00 | |
| American Wtr Wks New Com (AWK) | 0.0 | $15k | 106.00 | 139.19 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $15k | 102.00 | 142.41 | |
| Seabridge Gold (SA) | 0.0 | $15k | 600.00 | 24.15 | |
| Jewett Cameron Trading Com New (JCTC) | 0.0 | $14k | 4.2k | 3.44 | |
| Howmet Aerospace (HWM) | 0.0 | $14k | 73.00 | 197.55 | |
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $14k | 1.2k | 11.60 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $14k | 220.00 | 65.26 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $14k | 215.00 | 65.92 | |
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.0 | $14k | 281.00 | 50.01 | |
| Wheaton Precious Metals Corp (WPM) | 0.0 | $14k | 125.00 | 111.84 | |
| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.0 | $14k | 223.00 | 62.00 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $14k | 292.00 | 47.25 | |
| Atmus Filtration Technologies Ord (ATMU) | 0.0 | $14k | 303.00 | 45.09 | |
| Constellation Brands Cl A (STZ) | 0.0 | $14k | 100.00 | 134.67 | |
| Cintas Corporation (CTAS) | 0.0 | $13k | 64.00 | 205.27 | |
| 4068594 Enphase Energy (ENPH) | 0.0 | $13k | 355.00 | 35.39 | |
| Paypal Holdings (PYPL) | 0.0 | $13k | 187.00 | 67.06 | |
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.0 | $12k | 450.00 | 27.29 | |
| Exelon Corporation (EXC) | 0.0 | $12k | 271.00 | 45.01 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $12k | 457.00 | 26.35 | |
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $12k | 116.00 | 102.99 | |
| Lamb Weston Hldgs (LW) | 0.0 | $12k | 200.00 | 58.08 | |
| McKesson Corporation (MCK) | 0.0 | $12k | 15.00 | 772.53 | |
| Ishares Tr Us Consm Staples (IYK) | 0.0 | $11k | 165.00 | 68.39 | |
| EOG Resources (EOG) | 0.0 | $11k | 100.00 | 112.12 | |
| Invesco Db Commodity Index Tracking Fund (DBC) | 0.0 | $11k | 493.00 | 22.54 | |
| Edison International (EIX) | 0.0 | $11k | 200.00 | 55.28 | |
| Gladstone Investment Corporation (GAIN) | 0.0 | $11k | 800.00 | 13.82 | |
| Capital One Financial (COF) | 0.0 | $11k | 52.00 | 212.58 | |
| Lyondellbasell Industries N V Shs - A - (LYB) | 0.0 | $11k | 221.00 | 49.04 | |
| Booking Holdings (BKNG) | 0.0 | $11k | 2.00 | 5399.50 | |
| Netflix (NFLX) | 0.0 | $11k | 9.00 | 1198.89 | |
| Huntington Ingalls Inds (HII) | 0.0 | $11k | 37.00 | 287.92 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $11k | 33.00 | 320.03 | |
| Trane Technologies SHS (TT) | 0.0 | $11k | 25.00 | 421.96 | |
| Soundhound Ai Class A Com (SOUN) | 0.0 | $11k | 655.00 | 16.08 | |
| Constellation Energy (CEG) | 0.0 | $11k | 32.00 | 329.06 | |
| Hormel Foods Corporation (HRL) | 0.0 | $11k | 425.00 | 24.74 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $11k | 15.00 | 698.00 | |
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $11k | 1.1k | 9.50 | |
| Federated Hermes CL B (FHI) | 0.0 | $10k | 200.00 | 51.93 | |
| Ambarella SHS (AMBA) | 0.0 | $10k | 125.00 | 82.52 | |
| Zim Integrated Shipping Serv SHS (ZIM) | 0.0 | $10k | 750.00 | 13.55 | |
| CF Industries Holdings (CF) | 0.0 | $10k | 113.00 | 89.72 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $10k | 100.00 | 100.20 | |
| Roku Com Cl A (ROKU) | 0.0 | $10k | 100.00 | 100.13 | |
| AmerisourceBergen (COR) | 0.0 | $10k | 32.00 | 312.53 | |
| Comcast Corp New Cl A (CMCSA) | 0.0 | $10k | 317.00 | 31.42 | |
| M&T Bank Corporation (MTB) | 0.0 | $9.9k | 50.00 | 197.62 | |
| Artisan Partners Asset Mgmt In Cl A (APAM) | 0.0 | $9.8k | 226.00 | 43.40 | |
| Paramount Skydance Corp Com Cl B (PSKY) | 0.0 | $9.8k | 518.00 | 18.92 | |
| Ishares Tr Mbs Etf (MBB) | 0.0 | $9.8k | 103.00 | 95.15 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $9.7k | 51.00 | 189.71 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $9.5k | 86.00 | 110.59 | |
| Donnelley Finl Solutions (DFIN) | 0.0 | $9.4k | 183.00 | 51.43 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $9.4k | 79.00 | 118.84 | |
| RBB Motley Fool Gbl (TMFG) | 0.0 | $9.3k | 310.00 | 29.94 | |
| Huntsman Corporation (HUN) | 0.0 | $9.2k | 1.0k | 8.98 | |
| Pulte (PHM) | 0.0 | $9.1k | 69.00 | 132.13 | |
| Ionq Inc Pipe (IONQ) | 0.0 | $9.1k | 148.00 | 61.50 | |
| Ishares Tr Rus Bdcp Val Etf (IWS) | 0.0 | $9.1k | 65.00 | 139.68 | |
| Tapestry (TPR) | 0.0 | $9.1k | 80.00 | 113.22 | |
| Haleon Spon Ads (HLN) | 0.0 | $9.1k | 1.0k | 8.97 | |
| Grayscale Bitcon Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $9.0k | 100.00 | 89.77 | |
| Eaton Vance Floating-Rate Income Trust (EFT) | 0.0 | $8.8k | 750.00 | 11.77 | |
| Ventas (VTR) | 0.0 | $8.7k | 124.00 | 69.99 | |
| Annaly Capital Management Com New (NLY) | 0.0 | $8.6k | 425.00 | 20.22 | |
| AutoZone (AZO) | 0.0 | $8.6k | 2.00 | 4290.00 | |
| Tractor Supply Company (TSCO) | 0.0 | $8.5k | 150.00 | 56.87 | |
| Victory Portfolios Ii Short Trm Bd Etf (USTB) | 0.0 | $8.5k | 166.00 | 50.99 | |
| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $8.5k | 160.00 | 52.89 | |
| Yum China Holdings (YUMC) | 0.0 | $8.5k | 197.00 | 42.92 | |
| Citizens Financial (CFG) | 0.0 | $8.5k | 159.00 | 53.16 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $8.4k | 58.00 | 145.60 | |
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $8.4k | 124.00 | 67.51 | |
| Tc Energy Corp (TRP) | 0.0 | $8.3k | 153.00 | 54.41 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $8.2k | 21.00 | 391.62 | |
| T. Rowe Price (TROW) | 0.0 | $8.2k | 80.00 | 102.64 | |
| Us Foods Hldg Corp call (USFD) | 0.0 | $8.1k | 106.00 | 76.62 | |
| NVR (NVR) | 0.0 | $8.0k | 1.00 | 8035.00 | |
| Cme (CME) | 0.0 | $7.8k | 29.00 | 270.21 | |
| Cousins Pptys Com New (CUZ) | 0.0 | $7.8k | 270.00 | 28.94 | |
| Boston Scientific Corporation (BSX) | 0.0 | $7.8k | 80.00 | 97.62 | |
| Ishares Msci Switzerland (EWL) | 0.0 | $7.7k | 140.00 | 55.24 | |
| Peak (DOC) | 0.0 | $7.7k | 400.00 | 19.15 | |
| Sylvamo Corp Common Stock (SLVM) | 0.0 | $7.5k | 170.00 | 44.11 | |
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $7.4k | 666.00 | 11.09 | |
| Zoetis Cl A (ZTS) | 0.0 | $7.3k | 50.00 | 146.32 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $7.2k | 60.00 | 120.50 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $7.1k | 93.00 | 76.72 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $7.0k | 90.00 | 78.09 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $6.9k | 300.00 | 23.12 | |
| Sight Sciences (SGHT) | 0.0 | $6.9k | 2.0k | 3.44 | |
| Garrett Motion (GTX) | 0.0 | $6.8k | 500.00 | 13.62 | |
| Pimco CA Municipal Income Fund (PCQ) | 0.0 | $6.8k | 777.00 | 8.72 | |
| Blackrock Multi-sector Incom other (BIT) | 0.0 | $6.7k | 500.00 | 13.39 | |
| Kraft Heinz (KHC) | 0.0 | $6.7k | 257.00 | 26.04 | |
| Valero Energy Corporation (VLO) | 0.0 | $6.6k | 39.00 | 170.26 | |
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $6.6k | 111.00 | 59.69 | |
| Interactive Brokers Group Com Cl A (IBKR) | 0.0 | $6.6k | 96.00 | 68.81 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $6.5k | 112.00 | 58.21 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $6.3k | 38.00 | 164.55 | |
| Medical Properties Trust (MPW) | 0.0 | $6.1k | 1.2k | 5.07 | |
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $6.1k | 114.00 | 53.08 | |
| Ensign (ENSG) | 0.0 | $6.0k | 35.00 | 172.77 | |
| Omni (OMC) | 0.0 | $6.0k | 74.00 | 81.53 | |
| Rayonier (RYN) | 0.0 | $6.0k | 225.00 | 26.54 | |
| ON Semiconductor (ON) | 0.0 | $6.0k | 121.00 | 49.31 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $5.9k | 27.00 | 219.52 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $5.8k | 13.00 | 447.23 | |
| Royal Gold (RGLD) | 0.0 | $5.7k | 29.00 | 197.38 | |
| Pitney Bowes (PBI) | 0.0 | $5.7k | 500.00 | 11.41 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $5.7k | 40.00 | 142.55 | |
| Valaris *w Exp 04/29/202 (VAL.WS) | 0.0 | $5.6k | 2.0k | 2.80 | |
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $5.6k | 125.00 | 44.48 | |
| D-wave Quantum (QBTS) | 0.0 | $5.6k | 225.00 | 24.71 | |
| BP Sponsored Adr (BP) | 0.0 | $5.5k | 161.00 | 34.46 | |
| Polaris Industries (PII) | 0.0 | $5.5k | 95.00 | 58.13 | |
| Relx Sponsored Adr (RELX) | 0.0 | $5.4k | 114.00 | 47.76 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $5.4k | 31.00 | 174.58 | |
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $5.4k | 75.00 | 72.11 | |
| Sempra Energy (SRE) | 0.0 | $5.3k | 59.00 | 89.98 | |
| Hennessy Advisors (HNNA) | 0.0 | $5.3k | 505.00 | 10.45 | |
| American Intl Group Com New (AIG) | 0.0 | $5.3k | 67.00 | 78.54 | |
| Calamos (CCD) | 0.0 | $5.3k | 250.00 | 21.04 | |
| RENN Global Entrepreneurs Fund (RCG) | 0.0 | $5.1k | 2.0k | 2.55 | |
| Tko Group Holdings Cl A (TKO) | 0.0 | $5.0k | 25.00 | 201.96 | |
| Roper Industries (ROP) | 0.0 | $5.0k | 10.00 | 498.70 | |
| FedEx Corporation (FDX) | 0.0 | $5.0k | 21.00 | 235.81 | |
| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.0 | $4.9k | 125.00 | 39.18 | |
| HSBC HLDGS Adr New (HSBC) | 0.0 | $4.9k | 69.00 | 70.99 | |
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $4.9k | 86.00 | 56.86 | |
| Ultragenyx Pharmaceutical (RARE) | 0.0 | $4.8k | 160.00 | 30.08 | |
| Biogen Idec (BIIB) | 0.0 | $4.8k | 34.00 | 140.09 | |
| Aptiv SHS (APTV) | 0.0 | $4.7k | 55.00 | 86.22 | |
| Affiliated Managers (AMG) | 0.0 | $4.5k | 19.00 | 238.42 | |
| Impinj (PI) | 0.0 | $4.5k | 25.00 | 180.76 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $4.5k | 6.00 | 746.67 | |
| Accenture Plc Ireland Class A (ACN) | 0.0 | $4.4k | 18.00 | 246.61 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $4.4k | 190.00 | 23.24 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $4.4k | 65.00 | 67.83 | |
| PPL Corporation (PPL) | 0.0 | $4.3k | 117.00 | 37.16 | |
| Service Corporation International (SCI) | 0.0 | $4.2k | 51.00 | 83.22 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $4.2k | 7.00 | 596.00 | |
| Western Alliance Bancorporation (WAL) | 0.0 | $4.2k | 48.00 | 86.73 | |
| Teledyne Technologies Incorporated (TDY) | 0.0 | $4.1k | 7.00 | 586.00 | |
| Allegheny Technologies Incorporated (ATI) | 0.0 | $4.1k | 50.00 | 81.34 | |
| Or Royalties SHS (OR) | 0.0 | $4.0k | 100.00 | 40.08 | |
| Techprecision Corp Com New (TPCS) | 0.0 | $4.0k | 750.00 | 5.33 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $4.0k | 35.00 | 113.89 | |
| Rocket Lab Corp (RKLB) | 0.0 | $4.0k | 83.00 | 47.92 | |
| Invesco Actively Managed Exc Qqq Income Advan (QQA) | 0.0 | $3.9k | 75.00 | 52.63 | |
| The Trade Desk Com Cl A (TTD) | 0.0 | $3.9k | 80.00 | 49.01 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $3.9k | 9.00 | 435.44 | |
| Illinois Tool Works (ITW) | 0.0 | $3.9k | 15.00 | 260.73 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $3.9k | 131.00 | 29.66 | |
| Advansix (ASIX) | 0.0 | $3.9k | 200.00 | 19.38 | |
| Waste Connections (WCN) | 0.0 | $3.9k | 22.00 | 175.82 | |
| Diamondback Energy (FANG) | 0.0 | $3.9k | 27.00 | 143.11 | |
| Pacira Pharmaceuticals (PCRX) | 0.0 | $3.8k | 149.00 | 25.77 | |
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.0 | $3.8k | 75.00 | 50.83 | |
| Autodesk (ADSK) | 0.0 | $3.8k | 12.00 | 317.67 | |
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $3.8k | 99.00 | 37.94 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $3.8k | 42.00 | 89.38 | |
| Eaton Corp SHS (ETN) | 0.0 | $3.7k | 10.00 | 374.30 | |
| Draftkings New Com Cl A (DKNG) | 0.0 | $3.7k | 100.00 | 37.40 | |
| Quanta Services (PWR) | 0.0 | $3.7k | 9.00 | 414.44 | |
| Atai Life Sciences Nv SHS (ATAI) | 0.0 | $3.7k | 700.00 | 5.29 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $3.7k | 213.00 | 17.27 | |
| Ross Stores (ROST) | 0.0 | $3.7k | 24.00 | 152.38 | |
| Ishares Tr Global Reit Etf (REET) | 0.0 | $3.7k | 143.00 | 25.56 | |
| Kimco Realty Corporation (KIM) | 0.0 | $3.6k | 166.00 | 21.85 | |
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.0 | $3.5k | 140.00 | 24.93 | |
| Canadian Natl Ry (CNI) | 0.0 | $3.5k | 37.00 | 94.30 | |
| Xylem (XYL) | 0.0 | $3.4k | 23.00 | 147.52 | |
| Essential Utils (WTRG) | 0.0 | $3.4k | 85.00 | 39.91 | |
| Dt Midstream Common Stock (DTM) | 0.0 | $3.4k | 30.00 | 113.07 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $3.4k | 24.00 | 140.79 | |
| Ishares Msci Belgium Etf (EWK) | 0.0 | $3.3k | 140.00 | 23.23 | |
| Oshkosh Corporation (OSK) | 0.0 | $3.2k | 25.00 | 129.72 | |
| Alamos Gold New Com Cl A (AGI) | 0.0 | $3.2k | 93.00 | 34.86 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $3.2k | 130.00 | 24.79 | |
| Mp Materials Corp Com Cl A (MP) | 0.0 | $3.2k | 48.00 | 67.06 | |
| Organon & Co Common Stock (OGN) | 0.0 | $3.2k | 300.00 | 10.68 | |
| Analog Devices (ADI) | 0.0 | $3.2k | 13.00 | 245.69 | |
| Amicus Therapeutics (FOLD) | 0.0 | $3.2k | 400.00 | 7.88 | |
| Rockwell Automation (ROK) | 0.0 | $3.1k | 9.00 | 349.56 | |
| Chemours (CC) | 0.0 | $3.0k | 192.00 | 15.84 | |
| Silicon Motion Technology Corp Sponsored Adr (SIMO) | 0.0 | $3.0k | 32.00 | 94.81 | |
| Invesco Exch Trd Fd Tr Ii Kbw Regl Bkg (KBWR) | 0.0 | $3.0k | 50.00 | 60.68 | |
| Verisk Analytics (VRSK) | 0.0 | $3.0k | 12.00 | 251.50 | |
| Shopify Inc Cl A Sub Vtg SHS (SHOP) | 0.0 | $3.0k | 20.00 | 148.60 | |
| Brown Forman Corp CL B (BF.B) | 0.0 | $3.0k | 109.00 | 27.08 | |
| Western Digital (WDC) | 0.0 | $2.9k | 24.00 | 120.04 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $2.9k | 73.00 | 39.22 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $2.9k | 40.00 | 71.38 | |
| Pacer Fds Tr Pac Asset Fltg (FLRT) | 0.0 | $2.8k | 60.00 | 47.38 | |
| Alcoa (AA) | 0.0 | $2.8k | 86.00 | 32.77 | |
| Molson Coors Beverage CL B (TAP) | 0.0 | $2.7k | 60.00 | 45.25 | |
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $2.7k | 296.00 | 9.10 | |
| Dell Technologies CL C (DELL) | 0.0 | $2.7k | 19.00 | 141.79 | |
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.0 | $2.7k | 40.00 | 67.25 | |
| Valvoline Inc Common (VVV) | 0.0 | $2.7k | 74.00 | 35.91 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $2.6k | 44.00 | 60.02 | |
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $2.6k | 40.00 | 66.00 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $2.6k | 120.00 | 21.57 | |
| Telefonica Brasil Sa Sponsored Ads (VIV) | 0.0 | $2.6k | 202.00 | 12.75 | |
| Cognizant Technology Solutions Cl A (CTSH) | 0.0 | $2.5k | 38.00 | 67.08 | |
| Washington Federal (WAFD) | 0.0 | $2.5k | 83.00 | 30.29 | |
| Enovix Corp (ENVX) | 0.0 | $2.5k | 250.00 | 9.97 | |
| Domo Com Cl B (DOMO) | 0.0 | $2.5k | 157.00 | 15.84 | |
| Proshares Tr Msci Emrg Mkts (EMDV) | 0.0 | $2.5k | 55.00 | 45.18 | |
| Abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free Etf (BCD) | 0.0 | $2.4k | 70.00 | 34.36 | |
| Ishares Msci Mexico Etf (EWW) | 0.0 | $2.4k | 35.00 | 68.20 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $2.4k | 85.00 | 28.06 | |
| Starwood Property Trust (STWD) | 0.0 | $2.4k | 122.00 | 19.37 | |
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $2.4k | 50.00 | 47.20 | |
| MercadoLibre (MELI) | 0.0 | $2.3k | 1.00 | 2337.00 | |
| Snap Cl A (SNAP) | 0.0 | $2.3k | 300.00 | 7.71 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $2.3k | 17.00 | 135.88 | |
| Avient Corp (AVNT) | 0.0 | $2.3k | 70.00 | 32.96 | |
| Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.0 | $2.3k | 18.00 | 127.44 | |
| Prologis (PLD) | 0.0 | $2.3k | 20.00 | 114.50 | |
| Iqvia Holdings (IQV) | 0.0 | $2.3k | 12.00 | 189.92 | |
| Anthem (ELV) | 0.0 | $2.3k | 7.00 | 323.14 | |
| Invesco Exch Traded Fd Tr Ii Global Water (PIO) | 0.0 | $2.2k | 50.00 | 44.90 | |
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $2.2k | 25.00 | 89.56 | |
| Zions Bancorporation (ZION) | 0.0 | $2.2k | 39.00 | 56.59 | |
| Axon Enterprise (AXON) | 0.0 | $2.2k | 3.00 | 717.67 | |
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.0 | $2.1k | 43.00 | 49.84 | |
| Icon SHS (ICLR) | 0.0 | $2.1k | 12.00 | 175.00 | |
| Vail Resorts (MTN) | 0.0 | $2.1k | 14.00 | 149.57 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $2.1k | 41.00 | 50.63 | |
| Celularity Cl A New (CELU) | 0.0 | $2.1k | 1.0k | 2.07 | |
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $2.0k | 15.00 | 135.67 | |
| Diageo Adr New (DEO) | 0.0 | $2.0k | 21.00 | 95.43 | |
| J P Morgan Exchange Traded F Mortgage Backed (JMTG) | 0.0 | $2.0k | 39.00 | 51.00 | |
| Hldgs (UAL) | 0.0 | $1.9k | 20.00 | 96.50 | |
| Owens & Minor New Com (OMI) | 0.0 | $1.9k | 400.00 | 4.80 | |
| Copa Holdings Sa Cl A (CPA) | 0.0 | $1.9k | 16.00 | 118.81 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $1.9k | 21.00 | 88.14 | |
| Quantum Computing Inc Com (QUBT) | 0.0 | $1.8k | 100.00 | 18.41 | |
| Hasbro (HAS) | 0.0 | $1.8k | 24.00 | 75.83 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $1.8k | 7.00 | 259.43 | |
| Highland Income Highland Income (HFRO) | 0.0 | $1.8k | 285.00 | 6.35 | |
| Rxsight (RXST) | 0.0 | $1.8k | 200.00 | 8.99 | |
| Zimmer Holdings (ZBH) | 0.0 | $1.8k | 18.00 | 98.50 | |
| Global X Fds Globx Supdv Us (DIV) | 0.0 | $1.8k | 100.00 | 17.69 | |
| Amdocs SHS (DOX) | 0.0 | $1.7k | 21.00 | 82.05 | |
| Voya Financial (VOYA) | 0.0 | $1.7k | 23.00 | 74.78 | |
| CenterPoint Energy (CNP) | 0.0 | $1.7k | 44.00 | 38.80 | |
| Bio Rad Labs Cl A (BIO) | 0.0 | $1.7k | 6.00 | 280.33 | |
| Alexandria Real Estate Equities (ARE) | 0.0 | $1.7k | 20.00 | 83.35 | |
| Charter Communications New Cl A (CHTR) | 0.0 | $1.7k | 6.00 | 275.17 | |
| Glaukos (GKOS) | 0.0 | $1.6k | 20.00 | 81.55 | |
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $1.6k | 6.00 | 271.17 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $1.6k | 16.00 | 100.69 | |
| Wabtec Corporation (WAB) | 0.0 | $1.6k | 8.00 | 200.75 | |
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $1.6k | 20.00 | 80.20 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $1.6k | 28.00 | 56.75 | |
| Alaska Air (ALK) | 0.0 | $1.5k | 31.00 | 49.77 | |
| Quantumscape Corp Com Cl A (QS) | 0.0 | $1.5k | 125.00 | 12.32 | |
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $1.5k | 65.00 | 23.28 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $1.5k | 64.00 | 23.62 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $1.5k | 3.00 | 490.33 | |
| Reading Intl Cl A (RDI) | 0.0 | $1.5k | 1.0k | 1.47 | |
| Lincoln National Corporation (LNC) | 0.0 | $1.5k | 36.00 | 40.33 | |
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $1.4k | 10.00 | 141.50 | |
| Western Union Company (WU) | 0.0 | $1.4k | 175.00 | 7.99 | |
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $1.4k | 24.00 | 57.21 | |
| Snowflake SHS (SNOW) | 0.0 | $1.4k | 6.00 | 225.50 | |
| Lipocine New Com New (LPCN) | 0.0 | $1.3k | 471.00 | 2.85 | |
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.0 | $1.3k | 43.00 | 30.79 | |
| Purecycle Technologies (PCT) | 0.0 | $1.3k | 100.00 | 13.15 | |
| Ashland (ASH) | 0.0 | $1.3k | 27.00 | 47.93 | |
| Fiserv (FI) | 0.0 | $1.3k | 10.00 | 128.90 | |
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $1.3k | 15.00 | 84.67 | |
| M-tron Inds *w Exp 04/25/202 (MPTI.WS) | 0.0 | $1.3k | 724.00 | 1.75 | |
| Pennant Group (PNTG) | 0.0 | $1.3k | 50.00 | 25.22 | |
| United Cmnty Bks Ga Cap Stk (UCB) | 0.0 | $1.3k | 40.00 | 31.35 | |
| BioMarin Pharmaceutical (BMRN) | 0.0 | $1.2k | 23.00 | 54.17 | |
| Liberty Energy Com Cl A (LBRT) | 0.0 | $1.2k | 100.00 | 12.34 | |
| Pacific Biosciences of California (PACB) | 0.0 | $1.2k | 950.00 | 1.28 | |
| Quicklogic Corp Com New (QUIK) | 0.0 | $1.2k | 200.00 | 6.06 | |
| Arista Networks SHS (ANET) | 0.0 | $1.2k | 8.00 | 145.75 | |
| Nexpoint Residential Tr (NXRT) | 0.0 | $1.2k | 36.00 | 32.22 | |
| Eastman Chemical Company (EMN) | 0.0 | $1.1k | 18.00 | 63.06 | |
| Madison Square Grdn Sprt Corp Cl A (MSGS) | 0.0 | $1.1k | 5.00 | 227.00 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $1.1k | 17.00 | 66.59 | |
| Canadian Natural Resources (CNQ) | 0.0 | $1.1k | 34.00 | 31.97 | |
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $1.1k | 30.00 | 35.43 | |
| Sotherly Hotels (SOHO) | 0.0 | $1.1k | 1.3k | 0.80 | |
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.0 | $1.0k | 4.00 | 260.00 | |
| Capri Holdings SHS (CPRI) | 0.0 | $1.0k | 51.00 | 19.92 | |
| Geo Group New Com (GEO) | 0.0 | $1.0k | 49.00 | 20.49 | |
| Premier Cl A (PINC) | 0.0 | $1.0k | 36.00 | 27.81 | |
| Methanex Corp (MEOH) | 0.0 | $994.000000 | 25.00 | 39.76 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $977.000100 | 3.00 | 325.67 | |
| Mitek Sys Com New (MITK) | 0.0 | $977.000000 | 100.00 | 9.77 | |
| American Tower Corp New Com (AMT) | 0.0 | $962.000000 | 5.00 | 192.40 | |
| South Bow Corp (SOBO) | 0.0 | $876.999300 | 31.00 | 28.29 | |
| Fastly Cl A (FSLY) | 0.0 | $855.000000 | 100.00 | 8.55 | |
| Stag Industrial (STAG) | 0.0 | $847.000800 | 24.00 | 35.29 | |
| Digital World Acquisition Co Class A (DJT) | 0.0 | $821.000000 | 50.00 | 16.42 | |
| Autolus Therapeutics Spon Ads (AUTL) | 0.0 | $815.000000 | 500.00 | 1.63 | |
| Limoneira Company (LMNR) | 0.0 | $802.002600 | 54.00 | 14.85 | |
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $790.999100 | 31.00 | 25.52 | |
| Spdr Ser Tr S&p Homebuild (XHB) | 0.0 | $775.999700 | 7.00 | 110.86 | |
| Sun Communities (SUI) | 0.0 | $774.000000 | 6.00 | 129.00 | |
| Lumen Technologies (LUMN) | 0.0 | $759.004000 | 124.00 | 6.12 | |
| Creative Media & Cmnty Tr Com New (CMCT) | 0.0 | $753.999400 | 121.00 | 6.23 | |
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $727.000000 | 10.00 | 72.70 | |
| Edwards Lifesciences (EW) | 0.0 | $700.000200 | 9.00 | 77.78 | |
| Textron (TXT) | 0.0 | $676.000000 | 8.00 | 84.50 | |
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $669.000000 | 12.00 | 55.75 | |
| Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) | 0.0 | $662.000000 | 10.00 | 66.20 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $638.000000 | 20.00 | 31.90 | |
| Ishares Tr Golbal Tech Etf (IXN) | 0.0 | $619.000200 | 6.00 | 103.17 | |
| Science App Int'l (SAIC) | 0.0 | $595.999800 | 6.00 | 99.33 | |
| American Airls (AAL) | 0.0 | $562.000000 | 50.00 | 11.24 | |
| Power Reit (PW) | 0.0 | $555.995000 | 550.00 | 1.01 | |
| Kohl's Corporation (KSS) | 0.0 | $537.999000 | 35.00 | 15.37 | |
| V.F. Corporation (VFC) | 0.0 | $533.998800 | 37.00 | 14.43 | |
| Magnera Corp SHS (MAGN) | 0.0 | $514.998000 | 44.00 | 11.70 | |
| Office Pptys Income Tr Shs Ben Int (OPI) | 0.0 | $498.052800 | 1.5k | 0.33 | |
| Gamestop Corp New Cl A (GME) | 0.0 | $491.000400 | 18.00 | 27.28 | |
| Lumentum Hldgs (LITE) | 0.0 | $488.000100 | 3.00 | 162.67 | |
| Avis Budget (CAR) | 0.0 | $482.000100 | 3.00 | 160.67 | |
| Xplr Infrastructure Com Unit Part In (XIFR) | 0.0 | $458.001000 | 45.00 | 10.18 | |
| Axt (AXTI) | 0.0 | $449.000000 | 100.00 | 4.49 | |
| Novavax Com New (NVAX) | 0.0 | $434.000000 | 50.00 | 8.68 | |
| Orion Office Reit Inc-w/i (ONL) | 0.0 | $378.000000 | 140.00 | 2.70 | |
| Evolv Technologies Hldngs In *w Exp 03/10/202 (EVLVW) | 0.0 | $365.000000 | 500.00 | 0.73 | |
| Transocean Ltd Registered SHS (RIG) | 0.0 | $349.003200 | 112.00 | 3.12 | |
| Cvd Equipment Corp equity (CVV) | 0.0 | $336.000000 | 100.00 | 3.36 | |
| Pinterest Cl A (PINS) | 0.0 | $322.000000 | 10.00 | 32.20 | |
| Illumina (ILMN) | 0.0 | $285.000000 | 3.00 | 95.00 | |
| Adient Ord Shs (ADNT) | 0.0 | $264.999900 | 11.00 | 24.09 | |
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $247.996200 | 111.00 | 2.23 | |
| Viavi Solutions Inc equities (VIAV) | 0.0 | $228.000600 | 18.00 | 12.67 | |
| Madison Square Garden Entmt Com Cl A (MSGE) | 0.0 | $226.000000 | 5.00 | 45.20 | |
| Sellas Life Sciences Group Com New (SLS) | 0.0 | $161.000000 | 100.00 | 1.61 | |
| Zentek (ZTEK) | 0.0 | $153.000000 | 200.00 | 0.77 | |
| India Fund (IFN) | 0.0 | $147.000000 | 10.00 | 14.70 | |
| Spruce Biosciences Com New | 0.0 | $116.000300 | 13.00 | 8.92 | |
| Gap (GAP) | 0.0 | $107.000000 | 5.00 | 21.40 | |
| Dxc Technology (DXC) | 0.0 | $82.000200 | 6.00 | 13.67 | |
| Skillz Com Cl A (SKLZ) | 0.0 | $80.000000 | 10.00 | 8.00 | |
| Under Armour CL C (UA) | 0.0 | $72.000000 | 15.00 | 4.80 | |
| Cadrenal Therapeutics Com New | 0.0 | $69.000000 | 5.00 | 13.80 | |
| Atyr Pharma Com New (ATYR) | 0.0 | $38.001600 | 52.00 | 0.73 | |
| Dare Bioscience Com New (DARE) | 0.0 | $35.999200 | 17.00 | 2.12 | |
| Oak Valley Ban (OVLY) | 0.0 | $28.000000 | 1.00 | 28.00 | |
| Luminar Technologies New Cl A (LAZR) | 0.0 | $25.000300 | 13.00 | 1.92 | |
| Canopy Growth Corp Com New (CGC) | 0.0 | $22.000500 | 15.00 | 1.47 | |
| High Income Secs Shs Ben Int (PCF) | 0.0 | $13.000000 | 2.00 | 6.50 | |
| Blink Charging (BLNK) | 0.0 | $8.000000 | 5.00 | 1.60 | |
| Tandy Leather Factory (TLF) | 0.0 | $6.000000 | 2.00 | 3.00 | |
| Black Titan Corp Ord Shs | 0.0 | $5.000000 | 1.00 | 5.00 | |
| Coty Com Cl A (COTY) | 0.0 | $4.000000 | 1.00 | 4.00 | |
| Tilray (TLRY) | 0.0 | $3.000000 | 2.00 | 1.50 | |
| Immunic (IMUX) | 0.0 | $3.000000 | 3.00 | 1.00 | |
| Pharmacyte Biotech Com New | 0.0 | $2.000000 | 2.00 | 1.00 | |
| Aptose Biosciences Com New (APTOF) | 0.0 | $2.000000 | 2.00 | 1.00 | |
| Workhorse Group Com New (WKHS) | 0.0 | $1.000000 | 1.00 | 1.00 | |
| Third Harmonic Bio (THRD) | 0.0 | $0 | 1.0k | 0.00 | |
| Hyzon Motors Cl A New | 0.0 | $0 | 2.00 | 0.00 |