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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
RPM +58,223+$6,499
VUSB +130,106+$6,432
ALB +38,480+$5,560
ICOW +152,463+$4,763
USFR +60,184+$3,024
GNOV +70,407+$2,232
PAUG +65,887+$2,199
PDEC +59,692+$2,095
DECT +56,305+$1,612
NOW +1,858+$1,313
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
SCHF -473,662-$16,086
SPAB -572,605-$13,937
IEMG -268,681-$12,787
IVE -79,707-$12,262
SECT -274,497-$11,554
BKH -176,146-$8,911
GBIL -67,253-$6,733
FSK -283,191-$5,576
XBJL -184,551-$5,241
FTSM -74,576-$4,431
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
NEE +102,727+$6,265
AMAX +50,031+$970
XSVN +32,480+$1,701
PJUL +20,003+$1,014
AZN +14,134+$921
DGRO +11,922+$1,165
PHDG +8,796+$676
CLOI +8,220+$423
F +7,734+$90
USB +6,361+$344
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
CION -456,604-$4,818
BRSP -275,688-$1,713
SPLG -109,136-$5,463
RODM -107,082-$2,734
FLTR -80,311-$2,094
O -65,221-$2,427
MINT -54,179-$5,429
VZ -50,298-$584
DEO -48,967-$7,321
WealthPlan Investment Management LLC Info
Size ($ in 1000's)
At 12/31/2023: $624,309
At 09/30/2023: $824,470

WealthPlan Investment Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from WealthPlan Investment Management LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By WealthPlan Investment Management LLC
As of  12/31/2023, we find all stocks held by WealthPlan Investment Management LLC to be as follows, presented in the table below with each row detailing each WealthPlan Investment Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-WealthPlan Investment Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by WealthPlan Investment Management LLC as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
APPLE INC 275,686 -58 $53,078
     AAPL275,686-58$53,078
NUCOR CORP 74,505 +369 $12,967
     NUE74,505+369$12,967
MSC INDL DIRECT INC 126,395 +1,627 $12,799
     MSM126,395+1,627$12,799
BERKSHIRE HATHAWAY INC DEL      $12,646
     BRK.B35,456+229$12,646
PEPSICO INC 71,228 +1,046 $12,097
     PEP71,228+1,046$12,097
VANECK ETF TRUST (FLTR) 449,990 -80,311 $11,317
     FLTR449,990-80,311$11,317
CASEYS GEN STORES INC 40,891 +2,312 $11,234
     CASY40,891+2,312$11,234
GRACO INC 129,362 +4,102 $11,223
     GGG129,362+4,102$11,223
ALPHABET INC 78,595 -715 $11,076
     GOOG78,595-715$11,076
ABBVIE INC 69,754 +3,461 $10,810
     ABBV69,754+3,461$10,810
STARBOARD INVT TR 1,388,038 +50,031 $10,577
     AMAX1,388,038+50,031$10,577
CHEVRON CORP NEW 69,541 +6,125 $10,373
     CVX69,541+6,125$10,373
ABBOTT LABS 93,780 +511 $10,322
     ABT93,780+511$10,322
FIRST TR EXCHNG TRADED FD VI (BUFR) 388,500 -1,309 $10,322
     BUFR388,500-1,309$10,322
FIRST TR EXCH TRADED FD III (FTLS) 179,745 +3,717 $10,112
     FTLS179,745+3,717$10,112
WP CAREY INC 154,911 -3,851 $10,040
     WPC154,911-3,851$10,040
LINCOLN ELEC HLDGS INC 43,388 +3,547 $9,435
     LECO43,388+3,547$9,435
COSTCO WHSL CORP NEW 13,961 -93 $9,215
     COST13,961-93$9,215
JOHNSON & JOHNSON 57,851 -348 $9,068
     JNJ57,851-348$9,068
PIMCO ETF TR (MINO) 198,734 +5,310 $9,027
     MINO198,734+5,310$9,027
GENUINE PARTS CO 65,148 +1,350 $9,023
     GPC65,148+1,350$9,023
SIMPLIFY EXCHANGE TRADED FUN (HEQT) 355,135 +3,842 $8,971
     HEQT355,135+3,842$8,971
VANECK ETF TRUST (CLOI) 167,957 +8,220 $8,755
     CLOI167,957+8,220$8,755
ARCHER DANIELS MIDLAND CO 119,157 -516 $8,605
     ADM119,157-516$8,605
TEXAS INSTRS INC 50,283 +268 $8,571
     TXN50,283+268$8,571
VANGUARD INDEX FDS (VTI) 35,341 +1,444 $8,384
     VTI35,341+1,444$8,384
INTERNATIONAL BUSINESS MACHS 50,858 +3,306 $8,318
     IBM50,858+3,306$8,318
MICROSOFT CORP 21,527 +690 $8,095
     MSFT21,527+690$8,095
META PLATFORMS INC 22,368 +139 $7,917
     META22,368+139$7,917
NIKE INC 72,678 +1,420 $7,891
     NKE72,678+1,420$7,891
AIR PRODS & CHEMS INC 28,645 -105 $7,843
     APD28,645-105$7,843
VERIZON COMMUNICATIONS INC 197,687 -50,298 $7,453
     VZ197,687-50,298$7,453
ISHARES TR (DGRO) 133,895 +11,922 $7,206
     DGRO133,895+11,922$7,206
WALMART INC 45,521 +1,174 $7,176
     WMT45,521+1,174$7,176
AMAZON COM INC 46,113 +219 $7,006
     AMZN46,113+219$7,006
ISHARES TR (IGRO) 107,919 +4,334 $6,968
     IGRO107,919+4,334$6,968
VANECK ETF TRUST (MOAT) 81,715 +3,782 $6,935
     MOAT81,715+3,782$6,935
NEXTERA ENERGY INC 110,214 +102,727 $6,694
     NEE110,214+102,727$6,694
ASTRAZENECA PLC 98,333 +14,134 $6,623
     AZN98,333+14,134$6,623
PACER FDS TR 125,478 +5,504 $6,524
     COWZ125,478+5,504$6,524
RPM INTL INC 58,223 +58,223 $6,499
     RPM58,223+58,223$6,499
VANGUARD BD INDEX FDS (VUSB) 130,106 +130,106 $6,432
     VUSB130,106+130,106$6,432
REALTY INCOME CORP 111,007 -65,221 $6,374
     O111,007-65,221$6,374
AMERICAN CENTY ETF TR (AVEM) 110,212 +3,882 $6,215
     AVEM110,212+3,882$6,215
MASTERCARD INCORPORATED 14,354 -37 $6,122
     MA14,354-37$6,122
CULLEN FROST BANKERS INC 54,178 -22,875 $5,878
     CFR54,178-22,875$5,878
VALMONT INDS INC 24,028 -542 $5,611
     VMI24,028-542$5,611
ALBEMARLE CORP 38,480 +38,480 $5,560
     ALB38,480+38,480$5,560
CONSTELLATION BRANDS INC 22,021 -503 $5,323
     STZ22,021-503$5,323
UMB FINL CORP 61,917 -25,417 $5,173
     UMBF61,917-25,417$5,173
PROSHARES TR (TDV) 73,917 +3,936 $5,143
     TDV73,917+3,936$5,143
LOCKHEED MARTIN CORP 11,116 -109 $5,038
     LMT11,116-109$5,038
INNOVATOR ETFS TR (PJUL) 136,270 +20,003 $4,932
     PJUL136,270+20,003$4,932
PACER FDS TR 152,463 +152,463 $4,763
     ICOW152,463+152,463$4,763
INVESCO ACTIVELY MANAGED ETF (PHDG) 130,828 +8,796 $4,478
     PHDG130,828+8,796$4,478
STARBOARD INVT TR 178,859 -5,392 $4,353
     AGOX178,859-5,392$4,353
BONDBLOXX ETF TRUST (XSVN) 89,327 +32,480 $4,319
     XSVN89,327+32,480$4,319
DANAHER CORPORATION 18,614 +346 $4,306
     DHR18,614+346$4,306
MICROCHIP TECHNOLOGY INC. 46,894 +3,000 $4,229
     MCHP46,894+3,000$4,229
JPMORGAN CHASE & CO 22,881 +276 $3,892
     JPM22,881+276$3,892
J P MORGAN EXCHANGE TRADED F (JEPI) 66,247 +1,797 $3,642
     JEPI66,247+1,797$3,642
COLUMBIA ETF TR I (SEMI) 156,448 -11,433 $3,500
     SEMI156,448-11,433$3,500
WISDOMTREE TR 60,184 +60,184 $3,024
     USFR60,184+60,184$3,024
ALPHABET INC 19,165 -1,269 $2,677
     GOOGL19,165-1,269$2,677
TESLA INC 10,409 -95 $2,586
     TSLA10,409-95$2,586
UNION PAC CORP 10,468 -18 $2,571
     UNP10,468-18$2,571
ADOBE INC 4,061 +245 $2,423
     ADBE4,061+245$2,423
BLACKSTONE INC 17,442 +2,497 $2,283
     BX17,442+2,497$2,283
INNOVATOR ETFS TR (PJAN) 60,040 -40,332 $2,236
     PJAN60,040-40,332$2,236
FIRST TR EXCHNG TRADED FD VI (GNOV) 70,407 +70,407 $2,232
     GNOV70,407+70,407$2,232
INNOVATOR ETFS TR (PAUG) 65,887 +65,887 $2,199
     PAUG65,887+65,887$2,199
S&P GLOBAL INC 4,812 +391 $2,120
     SPGI4,812+391$2,120
INNOVATOR ETFS TR (PDEC) 59,692 +59,692 $2,095
     PDEC59,692+59,692$2,095
SPDR SER TR (SPYG) 31,009 +826 $2,017
     SPYG31,009+826$2,017
LOWES COS INC 8,384 -1,342 $1,866
     LOW8,384-1,342$1,866
PFIZER INC 63,364 -2,445 $1,824
     PFE63,364-2,445$1,824
FIRST TR EXCHNG TRADED FD VI (XSEP) 50,688 -44,013 $1,819
     XSEP50,688-44,013$1,819
INNOVATOR ETFS TR (NAPR) 40,705 -34,877 $1,811
     NAPR40,705-34,877$1,811
ROPER TECHNOLOGIES INC 3,300 +104 $1,799
     ROP3,300+104$1,799
ISHARES TR (TLT) 18,093 +57 $1,789
     TLT18,093+57$1,789
AIM ETF PRODUCTS TRUST (DECT) 56,305 +56,305 $1,612
     DECT56,305+56,305$1,612
NVIDIA CORPORATION 3,226 +266 $1,598
     NVDA3,226+266$1,598
VISA INC 5,759 +195 $1,499
     V5,759+195$1,499
EXXON MOBIL CORP 13,862 +1 $1,386
     XOM13,862+1$1,386
AIM ETF PRODUCTS TRUST (SIXO) 47,081 -38,063 $1,359
     SIXO47,081-38,063$1,359
SERVICENOW INC 1,858 +1,858 $1,313
     NOW1,858+1,858$1,313
SHARECARE INC 1,177,264 UNCH $1,271
     SHCR1,177,264UNCH$1,271
AMGEN INC 4,397 UNCH $1,266
     AMGN4,397UNCH$1,266
BOEING CO 4,716 +49 $1,229
     BA4,716+49$1,229
ELI LILLY & CO 2,072 +2 $1,208
     LLY2,072+2$1,208
THERMO FISHER SCIENTIFIC INC 2,255 +305 $1,197
     TMO2,255+305$1,197
FS CREDIT OPPORTUNITIES CORP 206,822 -3,714 $1,173
     FSCO206,822-3,714$1,173
LULULEMON ATHLETICA INC 2,289 +206 $1,170
     LULU2,289+206$1,170
SCHWAB STRATEGIC TR 15,088 +588 $1,149
     SCHD15,088+588$1,149
WISDOMTREE TR 16,293 +999 $1,145
     DGRW16,293+999$1,145
SPDR S&P 500 ETF TR (SPY) 2,292 +18 $1,089
     SPY2,292+18$1,089
ZAI LAB LTD 39,393 UNCH $1,077
     ZLAB39,393UNCH$1,077
AMN HEALTHCARE SVCS INC 13,998 +2,754 $1,048
     AMN13,998+2,754$1,048
ARES CAPITAL CORP 50,539 +3,262 $1,012
     ARCC50,539+3,262$1,012
CHENIERE ENERGY INC 5,927 +705 $1,012
     LNG5,927+705$1,012
PIMCO ETF TR (MINT) 9,955 -54,179 $993
     MINT9,955-54,179$993
ACUSHNET HLDGS CORP 15,451 +48 $976
     GOLF15,451+48$976
JOHN HANCOCK EXCHANGE TRADED (JHID) 34,205 +34,205 $966
     JHID34,205+34,205$966
NETFLIX INC 1,814 -42 $883
     NFLX1,814-42$883
PROSHARES TR (REGL) 11,831 +662 $870
     REGL11,831+662$870
WISDOMTREE TR 21,920 +1,213 $811
     DNL21,920+1,213$811
AUTOMATIC DATA PROCESSING IN 3,220 -820 $750
     ADP3,220-820$750
ISHARES TR (IVV) 1,556 +78 $743
     IVV1,556+78$743
MCDONALDS CORP 2,421 -821 $718
     MCD2,421-821$718
FEDEX CORP 2,835 -97 $717
     FDX2,835-97$717
DIAGEO PLC 4,646 -48,967 $677
     DEO4,646-48,967$677
FMC CORP 10,596 +2,607 $668
     FMC10,596+2,607$668
WERNER ENTERPRISES INC 14,295 +301 $606
     WERN14,295+301$606
CRISPR THERAPEUTICS AG 9,663 +288 $605
     CRSP9,663+288$605
UBER TECHNOLOGIES INC 9,784 +778 $602
     UBER9,784+778$602
STARBUCKS CORP 6,202 +3 $595
     SBUX6,202+3$595
US BANCORP DEL 13,092 +6,361 $567
     USB13,092+6,361$567
TYSON FOODS INC 10,412 -5,000 $560
     TSN10,412-5,000$560
SSGA ACTIVE ETF TR (SRLN) 13,096 -1,754 $549
     SRLN13,096-1,754$549
BANK AMERICA CORP 16,032 UNCH $540
     BAC16,032UNCH$540
EDWARDS LIFESCIENCES CORP 6,900 UNCH $526
     EW6,900UNCH$526
C H ROBINSON WORLDWIDE INC 6,028 -9,039 $521
     CHRW6,028-9,039$521
BLOCK INC 6,548 -71 $506
     SQ6,548-71$506
WELLS FARGO CO NEW 10,137 -18,898 $499
     WFC10,137-18,898$499
DOW INC 8,665 +2 $475
     DOW8,665+2$475
VANGUARD INDEX FDS (VBK) 1,928 -11 $466
     VBK1,928-11$466
ZOOM VIDEO COMMUNICATIONS IN 6,169 -101 $444
     ZM6,169-101$444
UNITEDHEALTH GROUP INC 811 -100 $427
     UNH811-100$427
FIRST TR EXCHNG TRADED FD VI (DFEB) 11,338 -29 $425
     DFEB11,338-29$425
XYLEM INC 3,600 UNCH $412
     XYL3,600UNCH$412
VERALTO CORP 4,938 +1,914 $406
     VLTO4,938+1,914$406
ISHARES TR (SHY) 4,931 UNCH $405
     SHY4,931UNCH$405
CINCINNATI FINL CORP 3,867 -21 $400
     CINF3,867-21$400
INTUITIVE SURGICAL INC 1,170 +91 $395
     ISRG1,170+91$395
COMCAST CORP NEW 8,971 +55 $393
     CMCSA8,971+55$393
AMERICAN ELEC PWR CO INC 4,800 -459 $390
     AEP4,800-459$390
INVESCO QQQ TR 927 -12,272 $380
     QQQ927-12,272$380
HONEYWELL INTL INC 1,800 UNCH $377
     HON1,800UNCH$377
ABRDN GOLD ETF TRUST (SGOL) 19,021 +19,021 $375
     SGOL19,021+19,021$375
ISHARES TR (PFF) 11,865 +141 $370
     PFF11,865+141$370
INNOVATOR ETFS TR (PMAY) 11,677 -38 $368
     PMAY11,677-38$368
MARKEL GROUP INC 255 UNCH $362
     MKL255UNCH$362
BRISTOL MYERS SQUIBB CO 6,820 +100 $350
     BMY6,820+100$350
VISHAY INTERTECHNOLOGY INC 14,488 +53 $347
     VSH14,488+53$347
SIREN ETF TR (LEAD) 5,537 +24 $337
     LEAD5,537+24$337
TARGET CORP 2,343 +230 $334
     TGT2,343+230$334
ISHARES TR (ESGU) 3,134 UNCH $329
     ESGU3,134UNCH$329
SYSCO CORP 4,388 -1,485 $321
     SYY4,388-1,485$321
CAMBRIA ETF TR (EYLD) 10,011 -2,540 $314
     EYLD10,011-2,540$314
DUKE ENERGY CORP NEW 3,151 -333 $306
     DUK3,151-333$306
MONDELEZ INTL INC 4,194 +28 $304
     MDLZ4,194+28$304
VANGUARD INDEX FDS (VV) 1,385 +1,385 $302
     VV1,385+1,385$302
COCA COLA CO 5,074 -1,680 $299
     KO5,074-1,680$299
FORD MTR CO DEL 24,484 +7,734 $298
     F24,484+7,734$298
WAYFAIR INC 4,826 -135 $298
     W4,826-135$298
PIMCO ETF TR (BOND) 3,101 -2,227 $287
     BOND3,101-2,227$287
INVESCO EXCH TRADED FD TR II (PGX) 24,633 +35 $283
     PGX24,633+35$283
ALTRIA GROUP INC 6,600 -4,650 $266
     MO6,600-4,650$266
GREEN PLAINS PARTNERS LP 20,832 +708 $265
     GPP20,832+708$265
LAMB WESTON HLDGS INC 2,453 +7 $265
     LW2,453+7$265
CATERPILLAR INC 890 UNCH $263
     CAT890UNCH$263
FIRST TR EXCHNG TRADED FD VI (DDEC) 7,364 -34 $263
     DDEC7,364-34$263
VANGUARD INDEX FDS (VTV) 1,759 +87 $263
     VTV1,759+87$263
BP PLC 7,321 -7,595 $259
     BP7,321-7,595$259
ISHARES TR (IVW) 3,437 -270 $258
     IVW3,437-270$258
MEDTRONIC PLC 3,130 -4,827 $258
     MDT3,130-4,827$258
SOCIEDAD QUIMICA Y MINERA DE 4,282 +4,282 $258
     SQM4,282+4,282$258
WISDOMTREE TR 8,825 -2,550 $255
     XSOE8,825-2,550$255
DISNEY WALT CO 2,796 -2,327 $252
     DIS2,796-2,327$252
NVR INC 36 -1 $252
     NVR36-1$252
VALLEY NATL BANCORP 22,964 UNCH $249
     VLY22,964UNCH$249
KRANESHARES TR (IVOL) 11,769 -11,758 $243
     IVOL11,769-11,758$243
INNOVATOR ETFS TR (PFEB) 7,297 -42 $238
     PFEB7,297-42$238
ISHARES TR (EMB) 2,602 -595 $232
     EMB2,602-595$232
ZIMMER BIOMET HOLDINGS INC 1,900 -25 $231
     ZBH1,900-25$231
STANLEY BLACK & DECKER INC 2,316 -2,781 $227
     SWK2,316-2,781$227
ISHARES TR (IWM) 1,119 +1,119 $225
     IWM1,119+1,119$225
SPDR SER TR (SPLG) 3,971 -109,136 $222
     SPLG3,971-109,136$222
GENERAL MTRS CO 6,066 -4,054 $218
     GM6,066-4,054$218
ISHARES TR (QUAL) 1,447 -10,140 $213
     QUAL1,447-10,140$213
HOME DEPOT INC 610 -2,707 $211
     HD610-2,707$211
DEERE & CO 519 -2,170 $208
     DE519-2,170$208
NET LEASE OFFICE PROPERTIES 11,147 +11,147 $206
     NLOP11,147+11,147$206
EA SERIES TRUST 1,909 -13,083 $201
     BOXX1,909-13,083$201
LATTICE STRATEGIES TR 7,343 -107,082 $201
     RODM7,343-107,082$201
BARINGS BDC INC 15,431 UNCH $132
     BBDC15,431UNCH$132
CION INVT CORP 11,518 -456,604 $130
     CION11,518-456,604$130
AGNC INVT CORP 10,583 UNCH $104
     AGNC10,583UNCH$104
BRIGHTSPIRE CAPITAL INC 10,628 -275,688 $79
     BRSP10,628-275,688$79
DELCATH SYS INC 17,443 +17,443 $73
     DCTH17,443+17,443$73
AUTODESK INC $0 (exited)
     ADSK0-4,604$0
ISHARES TR $0 (exited)
     AGG0-8,220$0
WISDOMTREE TR $0 (exited)
     AGGY0-70,670$0
ALTIMMUNE INC $0 (exited)
     ALT0-11,931$0
AUTONATION INC $0 (exited)
     AN0-1,508$0
ISHARES TR $0 (exited)
     AOA0-9,626$0
ISHARES TR $0 (exited)
     AOM0-5,422$0
AIM ETF PRODUCTS TRUST $0 (exited)
     APRW0-17,293$0
BROADCOM INC $0 (exited)
     AVGO0-523$0
ALIBABA GROUP HLDG LTD $0 (exited)
     BABA0-4,059$0
BALL CORP $0 (exited)
     BALL0-14,528$0
INNOVATOR ETFS TR $0 (exited)
     BALT0-16,047$0
BUCKLE INC $0 (exited)
     BKE0-58,150$0
BLACK HILLS CORP $0 (exited)
     BKH0-176,146$0
INNOVATOR ETFS TR $0 (exited)
     BSEP0-45,614$0
VANGUARD BD INDEX FDS $0 (exited)
     BSV0-3,761$0
INNOVATOR ETFS TR $0 (exited)
     BUFF0-6,583$0
NORTHERN LTS FD TR IV $0 (exited)
     BUYW0-39,089$0
CONAGRA BRANDS INC $0 (exited)
     CAG0-13,799$0
PACER FDS TR $0 (exited)
     CALF0-50,961$0
CARNIVAL CORP $0 (exited)
     CCL0-22,850$0
CONSTELLATION ENERGY CORP $0 (exited)
     CEG0-1,840$0
CHARGEPOINT HOLDINGS INC $0 (exited)
     CHPT0-50,574$0
FIRST TR EXCHANGE TRADED FD $0 (exited)
     CIBR0-48,293$0
COMERICA INC $0 (exited)
     CMA0-47,630$0
CONOCOPHILLIPS $0 (exited)
     COP0-3,685$0
CROCS INC $0 (exited)
     CROX0-6,512$0
ETF SER SOLUTIONS $0 (exited)
     CRUZ0-93,333$0
VICTORY PORTFOLIOS II $0 (exited)
     CSB0-16,064$0
CISCO SYS INC $0 (exited)
     CSCO0-7,304$0
PROSHARES TR $0 (exited)
     CSM0-10,281$0
DELTA AIR LINES INC DEL $0 (exited)
     DAL0-13,761$0
AIM ETF PRODUCTS TRUST $0 (exited)
     DECW0-27,645$0
WISDOMTREE TR $0 (exited)
     DEM0-42,676$0
COLUMBIA ETF TR I $0 (exited)
     DIAL0-11,380$0
ISHARES TR $0 (exited)
     DIVB0-7,549$0
DOCUSIGN INC $0 (exited)
     NOTE 1 10-20,000$0
DOUBLELINE INCOME SOLUTIONS $0 (exited)
     DSL0-10,899$0
WISDOMTREE TR $0 (exited)
     DTH0-55,099$0
ISHARES TR $0 (exited)
     DVY0-6,328$0
INNOVATOR ETFS TR $0 (exited)
     EAPR0-16,202$0
PACER FDS TR $0 (exited)
     ECOW0-39,160$0
ISHARES TR $0 (exited)
     EFG0-18,976$0
ISHARES TR $0 (exited)
     EFV0-30,007$0
EMERSON ELEC CO $0 (exited)
     EMR0-3,589$0
SPDR INDEX SHS FDS $0 (exited)
     EWX0-51,585$0
FIRST TR EXCH TRD ALPHDX FD $0 (exited)
     FEM0-107,882$0
FIRST TR EXCH TRD ALPHDX FD $0 (exited)
     FEMS0-13,660$0
FIRST TR LRGE CP CORE ALPHA $0 (exited)
     FEX0-7,775$0
SCHWAB STRATEGIC TR $0 (exited)
     FNDF0-6,856$0
SCHWAB STRATEGIC TR $0 (exited)
     FNDX0-6,695$0
FS KKR CAP CORP $0 (exited)
     FSK0-283,191$0
FIRST TR EXCHANGE TRADED FD $0 (exited)
     FTSM0-74,576$0
FIRST TR VALUE LINE DIVID IN $0 (exited)
     FVD0-19,459$0
FIRST TR EXCHANGE TRADED FD $0 (exited)
     FXH0-9,448$0
GOLDMAN SACHS ETF TR $0 (exited)
     GBIL0-67,253$0
GABELLI DIVID & INCOME TR $0 (exited)
     GDV0-117,688$0
VANECK ETF TRUST $0 (exited)
     GDX0-94,984$0
GENERAL ELECTRIC CO $0 (exited)
     GE0-2,516$0
SPDR GOLD TR $0 (exited)
     GLD0-4,252$0
GENERAC HLDGS INC $0 (exited)
     GNRC0-2,400$0
ISHARES TR $0 (exited)
     GOVT0-13,357$0
HORMEL FOODS CORP $0 (exited)
     HRL0-9,243$0
ISHARES TR $0 (exited)
     HYG0-3,961$0
DBX ETF TR $0 (exited)
     HYLB0-16,105$0
ISHARES TR $0 (exited)
     IDV0-36,602$0
ISHARES INC $0 (exited)
     IEMG0-268,681$0
ISHARES TR $0 (exited)
     IGIB0-4,206$0
ISHARES TR $0 (exited)
     IGSB0-10,490$0
ISHARES TR $0 (exited)
     IJH0-5,580$0
ISHARES TR $0 (exited)
     IJR0-3,828$0
INTEL CORP $0 (exited)
     INTC0-71,886$0
INNOVATOR ETFS TR $0 (exited)
     IOCT0-165,378$0
INTERPUBLIC GROUP COS INC $0 (exited)
     IPG0-19,933$0
ISHARES TR $0 (exited)
     ITOT0-6,350$0
ISHARES TR $0 (exited)
     IUSB0-33,749$0
ISHARES TR $0 (exited)
     IVE0-79,707$0
ISHARES TR $0 (exited)
     IWB0-1,668$0
ISHARES TR $0 (exited)
     IWD0-2,924$0
ISHARES TR $0 (exited)
     IWF0-3,387$0
ISHARES TR $0 (exited)
     IWN0-7,443$0
ISHARES TR $0 (exited)
     IWO0-2,004$0
ISHARES TR $0 (exited)
     IWP0-5,266$0
ISHARES TR $0 (exited)
     IWS0-2,876$0
ISHARES TR $0 (exited)
     IYW0-3,748$0
SPDR SER TR $0 (exited)
     JNK0-4,315$0
J P MORGAN EXCHANGE TRADED F $0 (exited)
     JPST0-7,137$0
AIM ETF PRODUCTS TRUST $0 (exited)
     JULW0-16,073$0
ISHARES TR $0 (exited)
     LQD0-4,196$0
MAIN STR CAP CORP $0 (exited)
     MAIN0-23,608$0
ISHARES TR $0 (exited)
     MBB0-12,677$0
MATTHEWS ASIA FDS $0 (exited)
     MCH0-146,686$0
MCKESSON CORP $0 (exited)
     MCK0-1,216$0
SPDR S&P MIDCAP 400 ETF TR $0 (exited)
     MDY0-1,174$0
MCCORMICK & CO INC $0 (exited)
     MKC0-3,466$0
3M CO $0 (exited)
     MMM0-2,173$0
MERCK & CO INC $0 (exited)
     MRK0-10,232$0
ISHARES TR $0 (exited)
     MUB0-4,930$0
NORWEGIAN CRUISE LINE HLDG L $0 (exited)
     NCLH0-110,666$0
ISHARES U S ETF TR $0 (exited)
     NEAR0-35,768$0
PROSHARES TR $0 (exited)
     NOBL0-5,157$0
NORFOLK SOUTHN CORP $0 (exited)
     NSC0-2,590$0
ORACLE CORP $0 (exited)
     ORCL0-2,019$0
PAVMED INC $0 (exited)
     PAVM0-32,335$0
PAYCHEX INC $0 (exited)
     PAYX0-2,033$0
PUBLIC SVC ENTERPRISE GRP IN $0 (exited)
     PEG0-4,687$0
PROCTER AND GAMBLE CO $0 (exited)
     PG0-4,829$0
POLARIS INC $0 (exited)
     PII0-3,956$0
INNOVATOR ETFS TR $0 (exited)
     PJUN0-12,995$0
PNC FINL SVCS GROUP INC $0 (exited)
     PNC0-12,547$0
INVESCO EXCHANGE TRADED FD T $0 (exited)
     PRF0-20,194$0
PUBLIC STORAGE $0 (exited)
     PSA0-1,800$0
PROSPECT CAP CORP $0 (exited)
     PSEC0-10,330$0
FIRST TR EXCHANGE TRADED FD $0 (exited)
     RDVY0-4,607$0
ISHARES TR $0 (exited)
     REET0-26,564$0
REPLIGEN CORP $0 (exited)
     RGEN0-1,320$0
STARBOARD INVT TR $0 (exited)
     RHRX0-12,850$0
RINGCENTRAL INC $0 (exited)
     NOTE 3 00-55,000$0
ROCKWELL AUTOMATION INC $0 (exited)
     ROK0-1,173$0
INVESCO EXCHANGE TRADED FD T $0 (exited)
     RPV0-6,224$0
INVESCO EXCHANGE TRADED FD T $0 (exited)
     RSP0-16,251$0
RTX CORPORATION $0 (exited)
     RTX0-4,531$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHA0-16,738$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHE0-22,520$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHF0-473,662$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHG0-7,544$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHI0-18,889$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHP0-57,274$0
SCHWAB CHARLES CORP $0 (exited)
     SCHW0-26,553$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHX0-32,549$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHZ0-72,121$0
NORTHERN LTS FD TR IV $0 (exited)
     SECT0-274,497$0
SEELOS THERAPEUTICS INC $0 (exited)
     SEEL0-56,533$0
INNOVATOR ETFS TR $0 (exited)
     SFLR0-18,477$0
ISHARES TR $0 (exited)
     SGOV0-32,249$0
AIM ETF PRODUCTS TRUST $0 (exited)
     SIXJ0-10,465$0
SPDR SER TR $0 (exited)
     SLYV0-2,800$0
SOUTHERN CO $0 (exited)
     SO0-3,247$0
SPDR SER TR $0 (exited)
     SPAB0-572,605$0
SPDR INDEX SHS FDS $0 (exited)
     SPDW0-9,948$0
SPDR INDEX SHS FDS $0 (exited)
     SPEM0-7,632$0
SPDR SER TR $0 (exited)
     SPHY0-28,358$0
SPDR SER TR $0 (exited)
     SPMD0-21,934$0
SPDR SER TR $0 (exited)
     SPTM0-26,856$0
SPDR SER TR $0 (exited)
     SPYD0-73,566$0
SPDR SER TR $0 (exited)
     SPYV0-14,524$0
PRESIDIO PPTY TR INC $0 (exited)
     SQFT0-22,367$0
PRESIDIO PPTY TR INC $0 (exited)
     SQFTW0-22,367$0
EA SERIES TRUST $0 (exited)
     STRV0-15,332$0
EA SERIES TRUST $0 (exited)
     STXE0-21,455$0
EA SERIES TRUST $0 (exited)
     STXG0-74,791$0
EA SERIES TRUST $0 (exited)
     STXK0-45,690$0
EA SERIES TRUST $0 (exited)
     STXT0-31,962$0
EA SERIES TRUST $0 (exited)
     STXV0-120,324$0
SUNOCO LP SUNOCO FIN CORP $0 (exited)
     SUN0-7,508$0
AT&T INC $0 (exited)
     T0-35,473$0
ISHARES TR $0 (exited)
     TFLO0-20,715$0
ISHARES TR $0 (exited)
     TIP0-4,316$0
TJX COS INC NEW $0 (exited)
     TJX0-3,757$0
NORTHERN LTS FD TR IV $0 (exited)
     TMAT0-32,935$0
UNITED PARCEL SERVICE INC $0 (exited)
     UPS0-2,019$0
LIBERTY ALL STAR EQUITY FD $0 (exited)
     USA0-10,605$0
ISHARES TR $0 (exited)
     USMV0-9,512$0
VANGUARD INDEX FDS $0 (exited)
     VB0-17,888$0
VANGUARD INTL EQUITY INDEX F $0 (exited)
     VEU0-7,699$0
VANGUARD WORLD FDS $0 (exited)
     VGT0-499$0
VANGUARD INDEX FDS $0 (exited)
     VO0-2,154$0
VANGUARD INDEX FDS $0 (exited)
     VOO0-1,578$0
INVESCO ACTIVELY MANAGED ETF $0 (exited)
     VRIG0-11,474$0
VANGUARD MALVERN FDS $0 (exited)
     VTIP0-10,426$0
VANGUARD INDEX FDS $0 (exited)
     VUG0-929$0
VANGUARD WHITEHALL FDS $0 (exited)
     VYM0-2,150$0
ADVANCED DRAIN SYS INC DEL $0 (exited)
     WMS0-3,750$0
INNOVATOR ETFS TR $0 (exited)
     XBAP0-17,828$0
INNOVATOR ETFS TR $0 (exited)
     XBJA0-9,970$0
INNOVATOR ETFS TR $0 (exited)
     XBJL0-184,551$0
INNOVATOR ETFS TR $0 (exited)
     XBOC0-30,984$0
BONDBLOXX ETF TRUST $0 (exited)
     XHLF0-9,170$0
SELECT SECTOR SPDR TR $0 (exited)
     XLE0-8,559$0
SELECT SECTOR SPDR TR $0 (exited)
     XLF0-96,087$0
SELECT SECTOR SPDR TR $0 (exited)
     XLK0-3,240$0
SELECT SECTOR SPDR TR $0 (exited)
     XLV0-12,379$0
BONDBLOXX ETF TRUST $0 (exited)
     XONE0-6,110$0
BONDBLOXX ETF TRUST $0 (exited)
     XTWO0-7,874$0
INNOVATOR ETFS TR $0 (exited)
     XUSP0-11,028$0
AB ACTIVE ETFS INC $0 (exited)
     YEAR0-16,396$0
ZILLOW GROUP INC 0 -5,686 $0 (exited)
     Z0-5,686$0

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