| Ishares ESG Aware 80/20 Aggressive Allocation ETF(EAOA) | ETF | 46436E668 | $2.5K | 69 | 0.0% |
| Intuitive Surgical Inc COM New(ISRG) | Stock | 46120E602 | $2.5K | 5 | 0.0% |
| Rivian Automotive Inc COM CL A(RIVN) | Stock | 76954A103 | $2.5K | 200 | 0.0% |
| Walker & Dunlop Inc COM(WD) | Stock | 93148P102 | $2.6K | 30 | 0.0% |
| Mongodb Inc CL A(MDB) | Stock | 60937P106 | $2.6K | 15 | 0.0% |
| Johnson Ctls Intl PLC SHS(JCI) | Stock | G51502105 | $2.6K | 33 | 0.0% |
| Uber Technologies Inc COM(UBER) | Stock | 90353T100 | $2.9K | 40 | 0.0% |
| MFS High Yield MUN TR SH BEN INT(CMU) | CEF | 59318E102 | $2.9K | 844 | 0.0% |
| Invesco Advantage MUN Income T SH BEN INT(VKI) | CEF | 46132E103 | $3.1K | 364 | 0.0% |
| Invesco TR Invt Grade Muns COM(VGM) | CEF | 46131M106 | $3.2K | 320 | 0.0% |
| Microchip Technology Inc. COM(MCHP) | Stock | 595017104 | $3.2K | 66 | 0.0% |
| BNY Mellon Strategic MUN BD FD COM(DSM) | CEF | 09662E109 | $3.3K | 565 | 0.0% |
| Stanley Black & Decker Inc COM(SWK) | Stock | 854502101 | $3.3K | 43 | 0.0% |
| Ishares U.S. Healthcare ETF(IYH) | ETF | 464287762 | $3.3K | 55 | 0.0% |
| Haleon PLC Spon ADS(HLN) | ADR | 405552100 | $3.4K | 326 | 0.0% |
| BlackRock Munivest FD II Inc COM(MVT) | CEF | 09253T101 | $3.4K | 319 | 0.0% |
| BNY Mellon Strategic Muns Inc COM(LEO) | CEF | 05588W108 | $3.4K | 557 | 0.0% |
| Hubspot Inc COM(HUBS) | Stock | 443573100 | $3.4K | 6 | 0.0% |
| Veralto Corp COM SHS(VLTO) | Stock | 92338C103 | $3.5K | 36 | 0.0% |
| Wells Fargo Co New Perp PFD CNV A(WFC) | Convertible Preferred | 949746804 | $3.6K | 3 | 0.0% |
| Federated Hermes Prem Muni INM COM(FMN) | CEF | 31423P108 | $3.6K | 333 | 0.0% |
| Olin Corp COM PAR $1(OLN) | Stock | 680665205 | $3.6K | 150 | 0.0% |
| Exelixis Inc COM(EXEL) | Stock | 30161Q104 | $3.7K | 100 | 0.0% |
| Alliancebernstein Natl MUN INM COM(AFB) | CEF | 01864U106 | $3.7K | 345 | 0.0% |
| Pitney Bowes Inc COM(PBI) | Stock | 724479100 | $3.8K | 415 | 0.0% |
| U.S. Global Jets ETF(JETS) | ETF | 26922A842 | $3.8K | 182 | 0.0% |
| Martin Marietta Matls Inc COM(MLM) | Stock | 573284106 | $3.8K | 8 | 0.0% |
| BlackRock Muniyield Quality FD COM(MQT) | CEF | 09254G108 | $3.8K | 383 | 0.0% |
| Realty Income Corp COM(O) | REIT | 756109104 | $3.9K | 67 | 0.0% |
| Trump Media & Technology Group COM(DJT) | Stock | 25400Q105 | $3.9K | 200 | 0.0% |
| Sturm Ruger & Co Inc COM(RGR) | Stock | 864159108 | $3.9K | 100 | 0.0% |
| Shell PLC Spon ADS(SHEL) | ADR | 780259305 | $4.0K | 54 | 0.0% |
| Real Estate Select Sector Spdr Fund(XLRE) | ETF | 81369Y860 | $4.0K | 96 | 0.0% |
| BAR HBR Bankshares COM(BHB) | Stock | 066849100 | $4.0K | 137 | 0.0% |
| Ishares Russell 2000 Growth ETF(IWO) | ETF | 464287648 | $4.1K | 16 | 0.0% |
| Northrop Grumman Corp COM(NOC) | Stock | 666807102 | $4.1K | 8 | 0.0% |
| Putnam Managed MUN Income TR COM(PMM) | CEF | 746823103 | $4.1K | 670 | 0.0% |
| Capital One Finl Corp COM(COF) | Stock | 14040H105 | $4.1K | 23 | 0.0% |
| Fortis Inc COM(FTS) | Stock | 349553107 | $4.1K | 91 | 0.0% |
| Ishares Russell 2000 Value ETF(IWN) | ETF | 464287630 | $4.2K | 28 | 0.0% |
| General MLS Inc COM(GIS) | Stock | 370334104 | $4.3K | 72 | 0.0% |
| BlackRock Muniyield FD Inc COM(MYD) | CEF | 09253W104 | $4.4K | 421 | 0.0% |
| Autodesk Inc COM(ADSK) | Stock | 052769106 | $4.5K | 17 | 0.0% |
| Ishares ESG Aware 60/40 Balanced Allocation ETF(EAOR) | ETF | 46436E676 | $4.6K | 146 | 0.0% |
| Sonoco Prods Co COM(SON) | Stock | 835495102 | $4.7K | 100 | 0.0% |
| Ishares Self-Driving EV & Tech ETF(IDRV) | ETF | 46435U366 | $4.8K | 165 | 0.0% |
| Nuveen Quality Muncp Income FD COM(NAD) | CEF | 67066V101 | $4.8K | 419 | 0.0% |
| Crowdstrike Hldgs Inc CL A(CRWD) | Stock | 22788C105 | $4.9K | 14 | 0.0% |
| Diageo PLC Spon ADR New(DGED) | ADR | 25243Q205 | $5.0K | 48 | 0.0% |
| Annaly Capital Management Inc COM New(NLY) | REIT | 035710839 | $5.1K | 250 | 0.0% |