All Stocks Held By Winch Advisory Services LLC

As of 12/31/2023, we find all stocks held by Winch Advisory Services LLC to be as follows, presented in the table below with each row detailing each Winch Advisory Services LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Winch Advisory Services 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 Winch Advisory Services LLC as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF (SPTM)	526,350	+21,915	$30,765
SPTM	526,350	+21,915	$30,765
VANGUARD SHORT TERM TREASURY ETF (VGSH)	429,601	-55,808	$25,059
VGSH	429,601	-55,808	$25,059
APPLE INC	128,064	-2,224	$24,656
AAPL	128,064	-2,224	$24,656
SPDR BLOOMBERG 1 3 MONTH T BILL ETF NEW (BIL)	236,232	-73,124	$21,589
BIL	236,232	-73,124	$21,589
MICROSOFT CORP	43,826	-431	$16,480
MSFT	43,826	-431	$16,480
AMAZON.COM INC	90,717	-1,310	$13,784
AMZN	90,717	-1,310	$13,784
INVESCO QQQ ETF (QQQ)	32,277	+1,251	$13,218
QQQ	32,277	+1,251	$13,218
NVIDIA CORP	26,234	-999	$12,992
NVDA	26,234	-999	$12,992
ISHARES SHORT TREASURY BOND ETF (SHV)	117,323	-711	$12,921
SHV	117,323	-711	$12,921
ALPHABET INC CL C	65,958	-590	$9,295
GOOG	65,958	-590	$9,295
BERKSHIRE HATHAWAY INC CL B NEW			$9,208
BRK.B	25,818	+156	$9,208
VANGUARD INTERMEDIATE TERM CORP BOND ETF (VCIT)	108,252	+108,252	$8,799
VCIT	108,252	+108,252	$8,799
CAPITAL GROUP CORE PLUS US MULTI SECTOR INCOME ETF (CGMS)	285,248	+281,751	$7,699
CGMS	285,248	+281,751	$7,699
VISA INC CL A	20,055	-400	$5,221
V	20,055	-400	$5,221
GOLDMAN SACHS ACCESS TREASURY 0 1YR ETF PRICING BASKET (GBIL)	48,589	-5,572	$4,846
GBIL	48,589	-5,572	$4,846
STRYKER CORP	14,930	+119	$4,471
SYK	14,930	+119	$4,471
JPMORGAN CHASE & CO	24,228	+139	$4,121
JPM	24,228	+139	$4,121
ISHARES 1 3 YR TREASURY BOND ETF (SHY)	44,367	-1,888	$3,640
SHY	44,367	-1,888	$3,640
ADOBE INC	5,959	-38	$3,555
ADBE	5,959	-38	$3,555
SALESFORCE INC	12,546	+118	$3,301
CRM	12,546	+118	$3,301
SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM)	84,833	-747	$3,004
SPEM	84,833	-747	$3,004
NETFLIX INC	5,889	-67	$2,867
NFLX	5,889	-67	$2,867
MARVELL TECHNOLOGY INC	45,229	+1,040	$2,728
MRVL	45,229	+1,040	$2,728
META PLATFORMS INC CL A	7,226	-42	$2,558
META	7,226	-42	$2,558
SPDR S&P 500 ETF (SPY)	5,245	+1,091	$2,493
SPY	5,245	+1,091	$2,493
VANGUARD TOTAL STOCK MARKET ETF (VTI)	10,277	+3,405	$2,438
VTI	10,277	+3,405	$2,438
COSTCO WHOLESALE CORP	2,978	+46	$1,966
COST	2,978	+46	$1,966
CITIGROUP INC NEW	37,007	+946	$1,904
C	37,007	+946	$1,904
ISHARES GOLD TRUST NEW (IAU)	46,949	-1,195	$1,832
IAU	46,949	-1,195	$1,832
SPDR GOLD TRUST GOLD SHARES (GLD)	9,355	+410	$1,788
GLD	9,355	+410	$1,788
WALT DISNEY CO	18,143	+275	$1,638
DIS	18,143	+275	$1,638
NIKE INC CL B	14,148	+214	$1,536
NKE	14,148	+214	$1,536
COCA COLA COMPANY	25,845	+1,809	$1,523
KO	25,845	+1,809	$1,523
HONEYWELL INTL INC	7,245	+217	$1,519
HON	7,245	+217	$1,519
MASTERCARD INC CL A	3,364	+48	$1,435
MA	3,364	+48	$1,435
TEXAS INSTRUMENTS INC	7,428	+122	$1,266
TXN	7,428	+122	$1,266
STARBUCKS CORP	12,276	+410	$1,179
SBUX	12,276	+410	$1,179
PAYPAL HOLDINGS INC	16,985	-923	$1,043
PYPL	16,985	-923	$1,043
TESLA INC	4,047	+463	$1,006
TSLA	4,047	+463	$1,006
RTX CORP	11,434	+910	$962
RTX	11,434	+910	$962
VERIZON COMMUNICATIONS INC	24,549	+1,741	$926
VZ	24,549	+1,741	$926
SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF (SPIB)	27,946	+8,153	$917
SPIB	27,946	+8,153	$917
PROCTER & GAMBLE CO	6,161	+335	$903
PG	6,161	+335	$903
VANGUARD SHORT TERM CORP BOND ETF (VCSH)	11,035	+421	$854
VCSH	11,035	+421	$854
MEDTRONIC PLC	10,269	+532	$846
MDT	10,269	+532	$846
EBAY INC	19,369	+965	$845
EBAY	19,369	+965	$845
SPDR PORTFOLIO AGGREGATE BOND ETF (SPAB)	32,709	+2,269	$839
SPAB	32,709	+2,269	$839
NORTHROP GRUMMAN CORP	1,784	+96	$835
NOC	1,784	+96	$835
SPDR PORTFOLIO SHORT TERM TREASURY ETF (SPTS)	28,153	+7,883	$818
SPTS	28,153	+7,883	$818
VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF (VTIP)	17,183	-2,593	$816
VTIP	17,183	-2,593	$816
WEC ENERGY GROUP INC	7,358	+443	$619
WEC	7,358	+443	$619
ROPER TECHNOLOGIES INC	1,110	+7	$605
ROP	1,110	+7	$605
ALPHABET INC CL A	4,320	UNCH	$603
GOOGL	4,320	UNCH	$603
CHEVRON CORP	3,744	+491	$558
CVX	3,744	+491	$558
WALMART INC	3,195	+237	$504
WMT	3,195	+237	$504
VANGUARD HEALTH CARE ETF (VHT)	1,996	+8	$500
VHT	1,996	+8	$500
WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF (SHAG)	10,469	+484	$496
SHAG	10,469	+484	$496
VANECK SEMICONDUCTOR ETF (SMH)	2,633	-3	$460
SMH	2,633	-3	$460
VANGUARD FINANCIALS ETF (VFH)	4,396	+54	$406
VFH	4,396	+54	$406
JOHNSON & JOHNSON	2,516	+309	$394
JNJ	2,516	+309	$394
MCDONALDS CORP	1,326	-30	$393
MCD	1,326	-30	$393
3M COMPANY	3,516	-1	$384
MMM	3,516	-1	$384
VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF (VGIT)	6,077	+5,942	$360
VGIT	6,077	+5,942	$360
BP PLC SPON ADR	10,130	+255	$359
BP	10,130	+255	$359
PFIZER INC	12,483	+1,582	$359
PFE	12,483	+1,582	$359
DEERE & CO	876	+3	$350
DE	876	+3	$350
KLA CORP	602	UNCH	$350
KLAC	602	UNCH	$350
VANGUARD MATERIALS ETF (VAW)	1,809	+18	$344
VAW	1,809	+18	$344
WISDOMTREE YIELD ENHANCED US AGGREGATE BD FD ETF (AGGY)	7,524	+1,996	$331
AGGY	7,524	+1,996	$331
SPDR TIPS ETF (SPIP)	12,842	-1,528	$328
SPIP	12,842	-1,528	$328
EXXON MOBIL CORP	3,098	+148	$310
XOM	3,098	+148	$310
SPDR SSGA ULTRA SHORT TERM BOND ETF (ULST)	6,762	+8	$273
ULST	6,762	+8	$273
UNITEDHEALTH GROUP INC	462	+78	$243
UNH	462	+78	$243
VANGUARD INDUSTRIALS ETF (VIS)	1,087	+9	$240
VIS	1,087	+9	$240
LYONDELLBASELL INDUSTRIES N V ORD SHS CL A	2,442	+277	$232
LYB	2,442	+277	$232
LOCKHEED MARTIN CORP	481	+110	$218
LMT	481	+110	$218
KIMBERLY CLARK CORP	1,693	-190	$206
KMB	1,693	-190	$206
EXCHANGE TRADED CONCEPTS TRUST ROBO GLOBAL ROBOTICS&AUTOMATION ETF (ROBO)	3,528	UNCH	$202
ROBO	3,528	UNCH	$202
WASTE MANAGEMENT INC DEL	1,101	+1	$197
WM	1,101	+1	$197
LAM RESEARCH CORP	245	-3	$192
LRCX	245	-3	$192
SPDR PORTFOLIO S&P 500 VALUE ETF (SPYV)	4,009	+18	$187
SPYV	4,009	+18	$187
SECTOR ENERGY SELECT SECTOR SPDR ETF (XLE)	2,197	-23	$184
XLE	2,197	-23	$184
AT&T INC	10,733	-862	$180
T	10,733	-862	$180
FORD MOTOR CO NEW	13,923	+904	$170
F	13,923	+904	$170
ETFS AMERICAN CONSERVATIVE VALUES ETF (ACVF)	4,312	+12	$157
ACVF	4,312	+12	$157
CONOCOPHILLIPS	1,304	-189	$151
COP	1,304	-189	$151
VANGUARD HIGH DIVIDEND YIELD ETF (VYM)	1,349	+13	$151
VYM	1,349	+13	$151
PEPSICO INC	883	UNCH	$150
PEP	883	UNCH	$150
VALERO ENERGY CORP	1,129	-115	$147
VLO	1,129	-115	$147
SECTOR TECHNOLOGY SELECT SECTOR SPDR ETF (XLK)	766	+192	$147
XLK	766	+192	$147
DOW INC	2,671	+633	$146
DOW	2,671	+633	$146
SPDR DOW JONES INDUSTRIAL AVERAGE ETF (DIA)	385	+2	$145
DIA	385	+2	$145
FREEPORT MCMORAN INC	3,280	+13	$140
FCX	3,280	+13	$140
VANGUARD VALUE ETF (VTV)	940	-5	$140
VTV	940	-5	$140
GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF (BOTZ)	4,836	UNCH	$138
BOTZ	4,836	UNCH	$138
ISHARES BROAD USD HIGH YIELD CORPORATE BD ETF (USHY)	3,639	+2,605	$132
USHY	3,639	+2,605	$132
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR	1,262	+5	$131
TSM	1,262	+5	$131
AMCOR PLC ORD USD 0.01	13,405	+169	$129
AMCR	13,405	+169	$129
VANGUARD GROWTH ETF (VUG)	416	+200	$129
VUG	416	+200	$129
ASML HOLDING NV NY REGISTRY SHS NEW 2012	162	UNCH	$123
ASML	162	UNCH	$123
ISHARES BIOTECHNOLOGY ETF (IBB)	898	-146	$122
IBB	898	-146	$122
ISHARES RUSSELL 2000 ETF (IWM)	601	-78	$121
IWM	601	-78	$121
ISHARES U S AEROSPACE & DEFENSE ETF (ITA)	950	+5	$120
ITA	950	+5	$120
CHENIERE ENERGY INC NEW	648	+1	$111
LNG	648	+1	$111
UNITED STATES STEEL CORP NEW	2,278	-601	$111
X	2,278	-601	$111
ABBVIE INC	681	+6	$106
ABBV	681	+6	$106
EOG RESOURCES INC	840	+48	$102
EOG	840	+48	$102
BOEING COMPANY	356	-47	$93
BA	356	-47	$93
WALGREENS BOOTS ALLIANCE INC	3,519	+9	$92
WBA	3,519	+9	$92
FIDELITY NATIONAL INFORMATION SERVICES INC	1,500	UNCH	$90
FIS	1,500	UNCH	$90
WELLS FARGO & CO NEW	1,818	+14	$89
WFC	1,818	+14	$89
ISHARES CORE U S AGGREGATE BOND ETF (AGG)	864	UNCH	$86
AGG	864	UNCH	$86
SPDR S&P REGIONAL BANKING ETF (KRE)	1,597	+9	$84
KRE	1,597	+9	$84
CAPITAL GROUP DIVIDEND VALUE ETF (CGDV)	2,770	+719	$83
CGDV	2,770	+719	$83
QUALCOMM INC	575	+24	$83
QCOM	575	+24	$83
VALVOLINE INC	2,090	UNCH	$79
VVV	2,090	UNCH	$79
SELECT SECTOR COMMUNICATION SERVICES SELECT SECTOR SPDR ETF (XLC)	1,041	+2	$76
XLC	1,041	+2	$76
ABERDEEN PHYSICAL PRECIOUS METALS BASKET SHS ETF (GLTR)	802	UNCH	$73
GLTR	802	UNCH	$73
BANK OF AMERICA CORP	2,127	+13	$72
BAC	2,127	+13	$72
XCEL ENERGY INC	1,151	+10	$71
XEL	1,151	+10	$71
JACOBS SOLUTIONS INC	537	+1	$70
J	537	+1	$70
SECTOR FINANCIAL SELECT SECTOR SPDR ETF (XLF)	1,851	+10	$70
XLF	1,851	+10	$70
JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI)	1,226	+1,226	$67
JEPI	1,226	+1,226	$67
GRAYSCALE BITCOIN TRUST BTC ACCD INVS	1,905	+1,905	$66
GBTC	1,905	+1,905	$66
NEXTERA ENERGY INC	1,093	+305	$66
NEE	1,093	+305	$66
ADVANCED MICRO DEVICES INC	434	-250	$64
AMD	434	-250	$64
T MOBILE US INC	401	+1	$64
TMUS	401	+1	$64
HUNTINGTON BANCSHRES INC	4,979	+47	$63
HBAN	4,979	+47	$63
SPDR PORTFOLIO S&P 500 GROWTH ETF (SPYG)	969	+3	$63
SPYG	969	+3	$63
CAPITAL GROUP CORE PLUS INCOME CREATION UNIT ETF (CGCP)	2,710	+1,813	$61
CGCP	2,710	+1,813	$61
ASHLAND INC	708	UNCH	$60
ASH	708	UNCH	$60
CISCO SYSTEMS INC	1,190	-42	$60
CSCO	1,190	-42	$60
DUPONT DE NEMOURS INC	777	+4	$60
DD	777	+4	$60
BROADCOM INC	53	UNCH	$59
AVGO	53	UNCH	$59
SCHWAB FUNDAMENTAL INTL LARGE CO INDEX ETF (FNDF)	1,746	UNCH	$59
FNDF	1,746	UNCH	$59
KEYCORP NEW	4,119	-318	$59
KEY	4,119	-318	$59
VANGUARD FTSE EMERGING MARKETS ETF (VWO)	1,350	-140	$55
VWO	1,350	-140	$55
ISHARES CORE S&P SMALL CAP ETF (IJR)	496	UNCH	$54
IJR	496	UNCH	$54
SPDR PORTFOLIO S&P 500 ETF (SPLG)	945	+4	$53
SPLG	945	+4	$53
ISHARES U S OIL & GAS EXPLORATION & PRODUCTION ETF (IEO)	553	-214	$52
IEO	553	-214	$52
JP MORGAN ULTRA SHORT INCOME ETF (JPST)	1,039	UNCH	$52
JPST	1,039	UNCH	$52
TRUIST FINANCIAL CORP	1,414	+13	$52
TFC	1,414	+13	$52
VANGUARD DIVIDEND APPRECIATION ETF (VIG)	304	+3	$52
VIG	304	+3	$52
VANGUARD MID CAP ETF (VO)	219	+1	$51
VO	219	+1	$51
EATON CORP PLC	209	+1	$50
ETN	209	+1	$50
INTEL CORP	989	+3	$50
INTC	989	+3	$50
VANECK STEEL ETF (SLX)	667	+18	$49
SLX	667	+18	$49
SECTOR HEALTHCARE SELECT SECTOR SPDR ETF (XLV)	360	+1	$49
XLV	360	+1	$49
ELI LILLY & CO	82	UNCH	$48
LLY	82	UNCH	$48
ILLINOIS TOOL WORKS INC	179	+1	$47
ITW	179	+1	$47
PRINCIPAL FINANCIAL GROUP INC	598	-56	$47
PFG	598	-56	$47
NORTHERN LIGHTS INSPIRE 100 ETF (BIBL)	1,265	+7	$44
BIBL	1,265	+7	$44
HOME DEPOT INC	128	-3	$44
HD	128	-3	$44
VANGUARD MEGA CAP GROWTH ETF (MGK)	166	+83	$43
MGK	166	+83	$43
ISHARES SILVER TRUST (SLV)	1,909	UNCH	$42
SLV	1,909	UNCH	$42
CAPITAL GROUP GROWTH ETF (CGGR)	1,463	+1,004	$41
CGGR	1,463	+1,004	$41
MARATHON PETROLEUM CORP	278	UNCH	$41
MPC	278	UNCH	$41
ISHARES CORE S&P U S GROWTH ETF (IUSG)	384	UNCH	$40
IUSG	384	UNCH	$40
MAIN STREET CAPITAL CORP	918	+18	$40
MAIN	918	+18	$40
SPDR S&P MID CAP 400 ETF (MDY)	79	-75	$40
MDY	79	-75	$40
NICOLET BANKSHARES INC (NIC)	502	+2	$40
NIC	502	+2	$40
MERCK & COMPANY INC NEW	356	+1	$39
MRK	356	+1	$39
SPDR PORTFOLIO SHORT TERM CORP BOND ETF (SPSB)	1,244	-52	$37
SPSB	1,244	-52	$37
BLACKROCK INC	44	UNCH	$36
BLK	44	UNCH	$36
CLEVELAND CLIFFS INC NEW	1,760	UNCH	$36
CLF	1,760	UNCH	$36
ABRDN ASIA PACIFIC INCOME FUND INC (FAX)	13,207	+282	$36
FAX	13,207	+282	$36
GLOBAL X U S INFRASTRUCTURE DEVELOPMENT ETF (PAVE)	1,034	UNCH	$36
PAVE	1,034	UNCH	$36
BANK MONTREAL QUEBEC	350	UNCH	$35
BMO	350	UNCH	$35
ALTRIA GROUP INC	856	+19	$35
MO	856	+19	$35
SCHNEIDER NATL INC WI CL B	1,324	+4	$34
SNDR	1,324	+4	$34
TARGET CORP	237	-36	$34
TGT	237	-36	$34
CAPITAL GROUP CORE EQUITY ETF (CGUS)	1,178	+748	$33
CGUS	1,178	+748	$33
VANGUARD ESG U S STOCK ETF (ESGV)	387	UNCH	$33
ESGV	387	UNCH	$33
VANGUARD TOTAL INTL STOCK INDEX FUND ETF (VXUS)	568	+8	$33
VXUS	568	+8	$33
FEDEX CORP	128	-4	$32
FDX	128	-4	$32
VANGUARD SMALL CAP ETF (VB)	151	UNCH	$32
VB	151	UNCH	$32
DELTA AIRLINES INC NEW	764	-38	$31
DAL	764	-38	$31
VANGUARD MID CAP GROWTH ETF (VOT)	140	UNCH	$31
VOT	140	UNCH	$31
JOHNSON CONTROLS INTL PLC	517	+3	$30
JCI	517	+3	$30
SPDR PORTFOLIO S&P 400 MID CAP ETF (SPMD)	622	+2	$30
SPMD	622	+2	$30
HP INC	964	+9	$29
HPQ	964	+9	$29
MOTOROLA SOLUTIONS INC NEW	93	UNCH	$29
MSI	93	UNCH	$29
PHILIP MORRIS INTL INC	304	+4	$29
PM	304	+4	$29
SPDR SERIES TRUST S&P METALS & MINING ETF (XME)	475	+1	$28
XME	475	+1	$28
GENERAL DYNAMICS CORP	102	UNCH	$27
GD	102	UNCH	$27
INVENTRUST PROPERTIES CORP NEW	1,067	+9	$27
IVT	1,067	+9	$27
FIRST TRUST CLOUD COMPUTING INDEX ETF (SKYY)	314	UNCH	$27
SKYY	314	UNCH	$27
PUBLIC STORAGE INC	84	+1	$26
PSA	84	+1	$26
INVESCO NASDAQ NEXT GEN 100 ETF (QQQJ)	967	+2	$26
QQQJ	967	+2	$26
UNITED PARCEL SERVICE INC CL B	167	+2	$26
UPS	167	+2	$26
U S BANCORP DE NEW	587	+8	$25
USB	587	+8	$25
BAYCOM CORP	1,002	UNCH	$24
BCML	1,002	UNCH	$24
THERMO FISHER SCIENTIFIC INC	45	UNCH	$24
TMO	45	UNCH	$24
GLOBAL X CYBERSECURITY ETF (BUG)	782	UNCH	$23
BUG	782	UNCH	$23
WELLTOWER INC	251	+1	$23
WELL	251	+1	$23
SPDR SERIES TRUST S&P HOMEBUILDERS ETF (XHB)	235	+235	$23
XHB	235	+235	$23
CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF (XLY)	126	UNCH	$23
XLY	126	UNCH	$23
AGNC INVESTMENT CORP	2,210	+2,210	$22
AGNC	2,210	+2,210	$22
ARK INNOVATION ETF (ARKK)	420	UNCH	$22
ARKK	420	UNCH	$22
SPDR SSGA GLOBAL ALLOCATION ETF (GAL)	534	+2	$22
GAL	534	+2	$22
PLEXUS CORP	200	UNCH	$22
PLXS	200	UNCH	$22
CAPITAL GROUP INTL FOCUS EQUITY ETF (CGXU)	894	+440	$21
CGXU	894	+440	$21
KRAFT HEINZ CO	566	+6	$21
KHC	566	+6	$21
SOUTHWEST AIRLINES CO	729	+45	$21
LUV	729	+45	$21
VIATRIS INC	1,923	+330	$21
VTRS	1,923	+330	$21
LIVENT CORP	1,105	UNCH	$20
LTHM	1,105	UNCH	$20
CUMMINS INC	80	+1	$19
CMI	80	+1	$19
KINDER MORGAN INC DE	1,050	+17	$19
KMI	1,050	+17	$19
OLIN CORP NEW	346	+1	$19
OLN	346	+1	$19
SECTOR INDUSTRIAL SELECT SECTOR SPDR ETF (XLI)	165	+1	$19
XLI	165	+1	$19
ISHARES MSCI ACWI ETF (ACWI)	177	+2	$18
ACWI	177	+2	$18
HANCOCK JOHN PREFERRED INCOME FUND II (HPF)	1,158	+28	$18
HPF	1,158	+28	$18
ZIMMER BIOMET HOLDINGS INC	150	UNCH	$18
ZBH	150	UNCH	$18
COLGATE PALMOLIVE COMPANY	213	+1	$17
CL	213	+1	$17
LOWES COMPANIES INC	76	UNCH	$17
LOW	76	UNCH	$17
TJX COS INC NEW	182	-21	$17
TJX	182	-21	$17
HEARTLAND FINL USA INC	412	+4	$16
HTLF	412	+4	$16
JPMORGAN ACTIVE VALUE ETF (JAVA)	280	+280	$16
JAVA	280	+280	$16
NUCOR CORP	92	+1	$16
NUE	92	+1	$16
OSHKOSH CORP	151	+1	$16
OSK	151	+1	$16
ENCORE WIRE CORP	76	UNCH	$16
WIRE	76	UNCH	$16
SECTOR MATERIALS SELECT SECTOR SPDR ETF (XLB)	185	+1	$16
XLB	185	+1	$16
DEVON ENERGY CORP NEW	327	+60	$15
DVN	327	+60	$15
HARLEY DAVIDSON INC	409	+2	$15
HOG	409	+2	$15
SOUTHERN COMPANY	210	+2	$15
SO	210	+2	$15
INVESCO S&P 500 GARP ETF (SPGP)	154	+154	$15
SPGP	154	+154	$15
CHIPOTLE MEXICAN GRILL INC CL A	6	UNCH	$14
CMG	6	UNCH	$14
ISHARES MSCI EMERGING MARKETS ETF (EEM)	345	-271	$14
EEM	345	-271	$14
ROKU INC SER A	150	+150	$14
ROKU	150	+150	$14
VANGUARD ENERGY ETF (VDE)	118	+2	$14
VDE	118	+2	$14
VANGUARD INFORMATION TECHNOLOGY ETF (VGT)	28	UNCH	$14
VGT	28	UNCH	$14
VANGUARD TOTAL WORLD STOCK ETF (VT)	133	-18	$14
VT	133	-18	$14
AMERICAN HEALTHCARE REIT INC CL I	420	+420	$13
COM	420	+420	$13
AIR PRODUCTS & CHEMICALS INC	46	UNCH	$13
APD	46	UNCH	$13
BAKER HUGHES CO	367	+3	$13
BKR	367	+3	$13
FIRST TRUST CONSUMER STAPLES ALPHADEX ETF (FXG)	211	UNCH	$13
FXG	211	UNCH	$13
HONDA MOTOR LTD ADR REPSTG 3 ORD	422	+8	$13
HMC	422	+8	$13
INTL BUSINESS MACHINES CORP	79	+1	$13
IBM	79	+1	$13
CONSTELLATION BRANDS INC CL A	52	UNCH	$13
STZ	52	UNCH	$13
YUM BRANDS INC	101	UNCH	$13
YUM	101	UNCH	$13
AMERICAN EXPRESS CO	66	-33	$12
AXP	66	-33	$12
BLACKROCK UTILITIES INFRASTRUCTURE & POWER OPPORTUNITIES TRUST	556	+10	$12
BUI	556	+10	$12
BLACKSTONE INC	92	-87	$12
BX	92	-87	$12
CARNIVAL CORP PAIRED CTF 1 COM CARNIVL CRP & 1 TR SH BEN INT P&O PRINCESS	652	UNCH	$12
CCL	652	UNCH	$12
PACER U S CASH COWS 100 ETF (COWZ)	234	+234	$12
COWZ	234	+234	$12
CVS HEALTH CORP	153	+2	$12
CVS	153	+2	$12
ETF SOLUTIONS POINT BRIDGE AMERICA FIRST ETF (MAGA)	277	UNCH	$12
MAGA	277	UNCH	$12
NESTLE S A SPON ADR REPSTG REG SHS	102	UNCH	$12
NSRGY	102	UNCH	$12
SCHLUMBERGER LTD	224	+1	$12
SLB	224	+1	$12
TIMOTHY PLAN U S LARGE MID CAP CORE ETF (TPLC)	321	+1	$12
TPLC	321	+1	$12
VICTORYSHARES US LARGE CAP HIGN DIV VOLATILITY WTD ETF (CDL)	181	+181	$11
CDL	181	+181	$11
ISHARES MSCI MEXICO ETF (EWW)	159	+159	$11
EWW	159	+159	$11
SCHWAB CHARLES CORP NEW	161	UNCH	$11
SCHW	161	UNCH	$11
WOLFSPEED INC	255	UNCH	$11
WOLF	255	UNCH	$11
AMERIPRISE FINANCIAL INC	26	UNCH	$10
AMP	26	UNCH	$10
DOMINION ENERGY INC	208	+2	$10
D	208	+2	$10
DOVER CORP	66	+1	$10
DOV	66	+1	$10
DIAMONDBACK ENERGY INC	64	+2	$10
FANG	64	+2	$10
GILEAD SCIENCES INC	127	+2	$10
GILD	127	+2	$10
ORACLE CORP	96	+80	$10
ORCL	96	+80	$10
PALO ALTO NETWORKS INC	33	UNCH	$10
PANW	33	UNCH	$10
ISHARES TRUST ISHARES PREFERRED & INCOME SECS ETF (PFF)	333	+7	$10
PFF	333	+7	$10
SELECT UTILITIES SELECT SECTOR SPDR ETF (XLU)	164	+2	$10
XLU	164	+2	$10
EDWARDS LIFESCIENCES CORP	120	UNCH	$9
EW	120	UNCH	$9
SKYWORKS SOLUTIONS INC	83	+1	$9
SWKS	83	+1	$9
TELADOC HEALTH INC	432	UNCH	$9
TDOC	432	UNCH	$9
NORTHERN LIGHTS INSPIRE GLOBAL HOPE ETF (BLES)	228	+1	$8
BLES	228	+1	$8
ISHARES MSCI CANADA ETF (EWC)	209	+2	$8
EWC	209	+2	$8
EXACT SCIENCES CORP	103	-25	$8
EXAS	103	-25	$8
FIDELITY COVINGTON TR DISRUPTORS ETF (FDIF)	308	UNCH	$8
FDIF	308	UNCH	$8
FIRSTENERGY CORP	219	+2	$8
FE	219	+2	$8
HALEON PLC ADR	955	+5	$8
HLN	955	+5	$8
ETF MANAGERS ETFMG PRIME MOBILE PAYMENTS ETF (IPAY)	163	UNCH	$8
IPAY	163	UNCH	$8
IPG PHOTONICS CORP	75	UNCH	$8
IPGP	75	UNCH	$8
NORTHERN LIGHTS INSPIRE SMALL MID CAP ETF (ISMD)	231	+2	$8
ISMD	231	+2	$8
MC CORMICK & CO INC NON VOTING	115	UNCH	$8
MKC	115	UNCH	$8
PRUDENTIAL FINANCIAL INC	78	+1	$8
PRU	78	+1	$8
FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX ETF (QCLN)	185	UNCH	$8
QCLN	185	UNCH	$8
SNOWFLAKE INC CL A	41	+41	$8
SNOW	41	+41	$8
NORTHERN LIGHTS INSPIRE INTL ETF (WWJD)	283	+4	$8
WWJD	283	+4	$8
AIRBNB INC CL A	50	UNCH	$7
ABNB	50	UNCH	$7
ALBEMARLE CORP	51	+1	$7
ALB	51	+1	$7
APPLIED MATERIALS INC	44	UNCH	$7
AMAT	44	UNCH	$7
BRITISH AMERN TOBACCO PLC SPONS ADR 25P	224	+5	$7
BTI	224	+5	$7
CATERPILLAR INC	25	UNCH	$7
CAT	25	UNCH	$7
CENTERPOINT ENERGY INC	228	+2	$7
CNP	228	+2	$7
GLOBAL X COPPER MINERS ETF NEW (COPX)	181	UNCH	$7
COPX	181	UNCH	$7
DIVERSIFIED HEALTHCARE TRUST SR NOTE 6.25 02 01 2046			$7
COM	483	+12	$7
DHC	61	+1	$0
DUKE ENERGY CORP NEW	71	+1	$7
DUK	71	+1	$7
ISHARES CORE S&P 500 ETF (IVV)	15	+15	$7
IVV	15	+15	$7
UBS GROUP AG	222	UNCH	$7
UBS	222	UNCH	$7
ABBOTT LABORATORIES	50	UNCH	$6
ABT	50	UNCH	$6
AFLAC INC	78	UNCH	$6
AFL	78	UNCH	$6
ASSOCIATED BANC CORP	267	+2	$6
ASB	267	+2	$6
ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHS	83	UNCH	$6
BABA	83	UNCH	$6
B&G FOODS INC NEW	558	+12	$6
BGS	558	+12	$6
DANAHER CORP	26	UNCH	$6
DHR	26	UNCH	$6
ISHARES GLOBAL ENERGY ETF (IXC)	165	+2	$6
IXC	165	+2	$6
MARATHON OIL CORP	228	UNCH	$6
MRO	228	UNCH	$6
PBF ENERGY INC CL A	133	+1	$6
PBF	133	+1	$6
MAPLEBEAR INC	196	+196	$5
CART	196	+196	$5
CYBER ARK SOFTWARE LTD	24	UNCH	$5
CYBR	24	UNCH	$5
ENBRIDGE INC	147	+2	$5
ENB	147	+2	$5
FACTSET RESEARCH SYSTEMS INC	10	UNCH	$5
FDS	10	UNCH	$5
GARMIN LTD	40	+40	$5
GRMN	40	+40	$5
INTL FLAVOR & FRAGRANCES	58	UNCH	$5
IFF	58	UNCH	$5
ISHARES RUSSELL 1000 GROWTH ETF (IWF)	15	UNCH	$5
IWF	15	UNCH	$5
VANECK RARE EARTH STRATEGIC METALS NEW ETF (REMX)	75	UNCH	$5
REMX	75	UNCH	$5
SANOFI SPON ADR	100	UNCH	$5
SNY	100	UNCH	$5
YUM CHINA HOLDINGS INC	118	UNCH	$5
YUMC	118	UNCH	$5
BECTON DICKINSON & CO	16	UNCH	$4
BDX	16	UNCH	$4
BIOGEN INC	16	UNCH	$4
BIIB	16	UNCH	$4
BRISTOL MYERS SQUIBB COMPANY	69	-259	$4
BMY	69	-259	$4
GENERAC HOLDINGS INC	32	UNCH	$4
GNRC	32	UNCH	$4
BARRICK GOLD CORP	224	+1	$4
GOLD	224	+1	$4
GRAINGER W W INC	5	UNCH	$4
GWW	5	UNCH	$4
ALLIANT ENERGY CORP	85	+1	$4
LNT	85	+1	$4
BLACKROCK SHORT DURATION BOND ETF (NEAR)	70	+1	$4
NEAR	70	+1	$4
STURM RUGER & CO INC	91	UNCH	$4
RGR	91	UNCH	$4
SHELL PLC SPONSORED ADR REPSTG ORD SHS	66	UNCH	$4
SHEL	66	UNCH	$4
SHERWIN WILLIAMS CO	12	UNCH	$4
SHW	12	UNCH	$4
SMITH & WESSON BRANDS INC	294	+3	$4
SWBI	294	+3	$4
TENCENT HOLDINGS LTD UNSPON ADR	95	UNCH	$4
COM	95	UNCH	$4
UNDER ARMOUR INC CL C	440	UNCH	$4
UA	440	UNCH	$4
VISTA OUTDOOR INC	145	UNCH	$4
VSTO	145	UNCH	$4
ANALOG DEVICES INC	14	UNCH	$3
ADI	14	UNCH	$3
AUTOMATIC DATA PROCESSING INC	11	UNCH	$3
ADP	11	UNCH	$3
C3 AI INC CL A	115	UNCH	$3
AI	115	UNCH	$3
ASTRAZENECA PLC SPONSORED ADR	42	UNCH	$3
AZN	42	UNCH	$3
BAIDU INC SPON ADR REPSTG ORD SHS CL A	22	-75	$3
BIDU	22	-75	$3
ANHEUSER BUSCH INBEV SA NV	52	UNCH	$3
BUD	52	UNCH	$3
CLOROX COMPANY	21	UNCH	$3
CLX	21	UNCH	$3
ECOLAB INC	15	UNCH	$3
ECL	15	UNCH	$3
EQUINIX INC PAR 0.001	4	UNCH	$3
EQIX	4	UNCH	$3
GENERAL MOTORS CO	84	UNCH	$3
GM	84	UNCH	$3
GOLDMAN SACHS GROUP INC	8	-19	$3
GS	8	-19	$3
HIGHLANDS REIT INC	10,000	UNCH	$3
COM	10,000	UNCH	$3
INTERCONTINENTAL EXCHANGE INC (ICE)	20	+1	$3
ICE	20	+1	$3
MANITOWOC COMPANY INC NEW	152	UNCH	$3
MTW	152	UNCH	$3
OCCIDENTAL PETROLEUM CORP	48	UNCH	$3
OXY	48	UNCH	$3
PIONEER NATURAL RESOURCES CO	12	UNCH	$3
PXD	12	UNCH	$3
RIVIAN AUTOMOTIVE INC CL A	127	UNCH	$3
RIVN	127	UNCH	$3
RAPID7 INC	55	UNCH	$3
RPD	55	UNCH	$3
SMUCKER JM COMPANY NEW	20	UNCH	$3
SJM	20	UNCH	$3
SEAGATE TECHNOLOGY HOLDINGS PUBLIC LTD CO	39	+1	$3
STX	39	+1	$3
SYSCO CORP	47	+1	$3
SYY	47	+1	$3
TE CONNECTIVITY LTD	19	+1	$3
TEL	19	+1	$3
VANGUARD FTSE EUROPE ETF (VGK)	52	-484	$3
VGK	52	-484	$3
AUTODESK INC	7	UNCH	$2
ADSK	7	UNCH	$2
AKAMAI TECHNOLOGIES INC	14	UNCH	$2
AKAM	14	UNCH	$2
ALLETE INC NEW	28	UNCH	$2
ALE	28	UNCH	$2
AVANOS MEDICAL INC	67	UNCH	$2
AVNS	67	UNCH	$2
AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF (BATT)	203	+6	$2
BATT	203	+6	$2
BAXTER INTL INC	54	UNCH	$2
BAX	54	UNCH	$2
BRC INC CL A	500	UNCH	$2
BRCC	500	UNCH	$2
BYD CO LTD UNSPON ADR	43	UNCH	$2
COM	43	UNCH	$2
GINKGO BIOWORKS HOLDINGS INC CL A	1,350	UNCH	$2
DNA	1,350	UNCH	$2
ALLSPRING ADVANTAGE MULTI SECTOR INCOME FUND (ERC)	160	+4	$2
ERC	160	+4	$2
EVERSOURCE ENERGY	41	+1	$2
ES	41	+1	$2
ETSY INC	21	UNCH	$2
ETSY	21	UNCH	$2
VANECK GOLD MINERS ETF (GDX)	58	+1	$2
GDX	58	+1	$2
VANECK JR GOLD MINERS ETF (GDXJ)	40	UNCH	$2
GDXJ	40	UNCH	$2
HERON THERAPEUTICS INC	1,000	UNCH	$2
HRTX	1,000	UNCH	$2
HOWMET AEROSPACE INC	35	UNCH	$2
HWM	35	UNCH	$2
KONTOOR BRANDS INC	29	UNCH	$2
KTB	29	UNCH	$2
MATIV HOLDINGS INC	152	+1	$2
MATV	152	+1	$2
NISOURCE INC	78	+1	$2
NI	78	+1	$2
NUVEEN MUNICIPAL CREDIT INCOME FUND (NZF)	154	+2	$2
NZF	154	+2	$2
ON SEMICONDUCTOR CORP	25	UNCH	$2
ON	25	UNCH	$2
RUMBLE INC CL A	530	UNCH	$2
RUM	530	UNCH	$2
SENTINELONE INC CL A	90	UNCH	$2
S	90	UNCH	$2
SPDR PORTFOLIO DEVELOPED WORLD EX US ETF (SPDW)	59	UNCH	$2
SPDW	59	UNCH	$2
PRICE T ROWE GROUP INC	22	+1	$2
TROW	22	+1	$2
WEYERHAEUSER CO	70	+1	$2
WY	70	+1	$2
XIAOMI CORP CL B	860	UNCH	$2
COM	860	UNCH	$2
ZOETIS INC CL A	11	UNCH	$2
ZTS	11	UNCH	$2
BROOKFIELD INFRASTRUCTURE PARTNERS UNIT LTD PARTNERSHIP	23	+1	$1
BIP	23	+1	$1
CRRC CORP LTD SHS H	1,400	UNCH	$1
COM	1,400	UNCH	$1
CANADIAN SOLAR INC	30	UNCH	$1
CSIQ	30	UNCH	$1
CORTEVA INC	25	UNCH	$1
CTVA	25	UNCH	$1
CEMEX S A B DE CV SPONS ADR NEW REPS TEN ORD PARTICIPATION CERTS	141	UNCH	$1
CX	141	UNCH	$1
DIGITAL WORLD ACQUISITION CORP CL A	34	UNCH	$1
DWAC	34	UNCH	$1
EVGO INC CL A	278	UNCH	$1
EVGO	278	UNCH	$1
ISHARES MSCI SOUTH AFRICA ETF (EZA)	28	UNCH	$1
EZA	28	UNCH	$1
FUELCELL ENERGY INC PAR	350	UNCH	$1
FCEL	350	UNCH	$1
GENERAL ELECTRIC CO NEW	6	UNCH	$1
GE	6	UNCH	$1
GREAT WALL MOTOR CO LTD ADR	60	UNCH	$1
COM	60	UNCH	$1
HASBRO INC	20	+20	$1
HAS	20	+20	$1
HUNTSMAN CORP	52	UNCH	$1
HUN	52	UNCH	$1
ISHARES GLOBAL CLEAN ENERGY ETF (ICLN)	44	UNCH	$1
ICLN	44	UNCH	$1
INFINEON TECHNOLOGIES AG SPONSORED ADR	24	UNCH	$1
COM	24	UNCH	$1
GLOBAL X LITHIUM & BATTERY TECH ETF (LIT)	11	UNCH	$1
LIT	11	UNCH	$1
LIGHTWAVE LOGIC INC	110	UNCH	$1
LWLG	110	UNCH	$1
ETFMG ALTERNATIVE HARVEST ETF (MJ)	418	+7	$1
MJ	418	+7	$1
MEDICAL PROPERTIES TRUST	236	+6	$1
MPW	236	+6	$1
MODERNA INC	7	UNCH	$1
MRNA	7	UNCH	$1
PROSHARES K 1 FREE CRUDE OIL STRATEGY NEW ETF (OILK)	13	UNCH	$1
OILK	13	UNCH	$1
OFFICE PROPERTIES INCOME TRUST SBI	128	+5	$1
OPI	128	+5	$1
PANASONIC HOLDINGS CORP ADR	104	+1	$1
COM	104	+1	$1
PSQ HOLDINGS INC CL A	220	UNCH	$1
PSQH	220	UNCH	$1
PELOTON INTERACTIVE INC CL A	200	UNCH	$1
PTON	200	UNCH	$1
QUANTUMSCAPE CORP CL A	117	UNCH	$1
QS	117	UNCH	$1
SPROUT SOCIAL INC CL A	13	UNCH	$1
SPT	13	UNCH	$1
TEAM INC NEW	140	UNCH	$1
TISI	140	UNCH	$1
VERALTO CORP	8	+8	$1
VLTO	8	+8	$1
WARNER BROS DISCOVERY INC SER A	67	-66	$1
WBD	67	-66	$1
ALCOA CORP	11	UNCH	<$1
AA	11	UNCH	$0
AURORA CANNABIS INC NEW	53	UNCH	<$1
ACB	53	UNCH	$0
DMK PHARMACEUTICALS CORP PAR 0.0001	1	UNCH	<$1
ADMP	1	UNCH	$0
AMC ENTERTAINMENT HOLDINGS INC CL A NEW	2	UNCH	<$1
AMC	2	UNCH	$0
AMARIN CORP PLC SPONSORED ADR NEW	144	UNCH	<$1
AMRN	144	UNCH	$0
ARK FINTECH INNOVATION ETF (ARKF)	9	UNCH	<$1
ARKF	9	UNCH	$0
AVANTAIR INC	300	UNCH	<$1
COM	300	UNCH	$0
BRIGHTHOUSE FINANCIAL INC	6	UNCH	<$1
BHF	6	UNCH	$0
BROOKFIELD INFRASTRUCTURE CORP SUB VTG SHS CL A	1	UNCH	<$1
BIPC	1	UNCH	$0
CANNABIS SATIVA INC	93	UNCH	<$1
COM	93	UNCH	$0
CANNAMERICA BRANDS CORP	1,800	UNCH	<$1
COM	1,800	UNCH	$0
CENTERRA GOLD INC	19	UNCH	<$1
CGAU	19	UNCH	$0
CANOPY GROWTH CORP NEW	22	-199	<$1
CGC	22	-199	$0
DNP SELECT INCOME FUND INC (DNP)	7	-927	<$1
DNP	7	-927	$0
DIGITAL WORLD WTS EXP 06 30 28 ACQUISITION CORP	32	UNCH	<$1
DWACW	32	UNCH	$0
GANFENG LITHIUM GROUP CO LTD SHS H	106	UNCH	<$1
COM	106	UNCH	$0
GE HEALTHCARE TECHNOLOGIES INC	2	UNCH	<$1
GEHC	2	UNCH	$0
GLATFELTER CORP	143	UNCH	<$1
GLT	143	UNCH	$0
HYLIION HOLDINGS CORP CL A	89	UNCH	<$1
HYLN	89	UNCH	$0
KATAPULT HOLDINGS INC NEW	1	UNCH	<$1
KPLT	1	UNCH	$0
LDK SOLAR CO LTD SPON ADR	50	UNCH	<$1
COM	50	UNCH	$0
LUMEN TECHNOLOGIES INC LA	117	UNCH	<$1
LUMN	117	UNCH	$0
MAXEON SOLAR TECHNOLOGIES LTD	26	UNCH	<$1
MAXN	26	UNCH	$0
MONOGRAM ORTHOPAEDICS INC	130	UNCH	<$1
MGRM	130	UNCH	$0
NUVEEN AMT FREE MUN CREDIT INCOME FUND (NVG)	41	UNCH	<$1
NVG	41	UNCH	$0
PLUG POWER INC NEW	31	UNCH	<$1
PLUG	31	UNCH	$0
PLURI INC	206	UNCH	<$1
PLUR	206	UNCH	$0
PROTERRA INC	67	UNCH	<$1
PTRA	67	UNCH	$0
SHARING ECONOMY INTL INC NEW	100	UNCH	<$1
COM	100	UNCH	$0
SNAP INC CL A	25	UNCH	<$1
SNAP	25	UNCH	$0
SOLARWINDOW TECHNOLOGIES INC	216	UNCH	<$1
COM	216	UNCH	$0
SPOTIFY TECHNOLOGY SA	1	UNCH	<$1
SPOT	1	UNCH	$0
SUNPOWER CORP	52	UNCH	<$1
SPWR	52	UNCH	$0
SUNNY OPTICAL TECH GRP COMPANY LTD ADR	4	UNCH	<$1
COM	4	UNCH	$0
CONTAINER STORE GROUP INC	100	UNCH	<$1
TCS	100	UNCH	$0
TPI COMPOSITES INC	19	UNCH	<$1
TPIC	19	UNCH	$0
VISTEON CORP NEW	1	UNCH	<$1
VC	1	UNCH	$0
XPENG INC ADS REPSTG CL A ORD SHS	28	UNCH	<$1
XPEV	28	UNCH	$0
YINGLI GREEN ENERGY HLDG COMPANY LTD ADR NEW	225	+0	$0
COM	225	UNCH	$0
AMERICAN TOWER CORP NEW			$0 (exited)
AMT	0	-53	$0
ACTIVISION BLIZZARD INC			$0 (exited)
ATVI	0	-705	$0
BCE INC NEW			$0 (exited)
BCE	0	-169	$0
BHP GROUP LTD SPON ADR			$0 (exited)
BHP	0	-55	$0
BLUEGREEN VACATIONS HOLDING CORP CL A			$0 (exited)
BVH	0	-41	$0
FIRST TRUST NASDAQ CYBERSECURITY ETF			$0 (exited)
CIBR	0	-28	$0
DOLLAR GENL CORP NEW			$0 (exited)
DG	0	-28	$0
EASTMAN CHEMICAL CO			$0 (exited)
EMN	0	-1,447	$0
F&G ANNUITIES & LIFE INC			$0 (exited)
FG	0	-2	$0
FIDELITY NATIONAL FINANCIAL INC NEW FNF GROUP COM			$0 (exited)
FNF	0	-38	$0
GABELLI MULTIMEDIA TR INC			$0 (exited)
GGT	0	-248	$0
GRAYSCALE BITCOIN TRUST BTC ACCD INVS			$0 (exited)
ETF	0	-1,905	$0
ISHARES IBONDS DEC 2023 TERM TREASURY ETF			$0 (exited)
IBTD	0	-10,938	$0
INNOVATIVE INDUSTRIAL PROPERTIES INC CL A			$0 (exited)
IIPR	0	-54	$0
ILLUMINA INC			$0 (exited)
ILMN	0	-34	$0
ISHARES U S REAL ESTATE ETF			$0 (exited)
IYR	0	-717	$0
SPDR S&P BANK ETF			$0 (exited)
KBE	0	-50	$0
PAYCHEX INC			$0 (exited)
PAYX	0	-31	$0
ISHARES 0 3 MONTH TREASURY BOND ETF			$0 (exited)
SGOV	0	-36,444	$0
SIMON PROPERTY GROUP INC NEW			$0 (exited)
SPG	0	-133	$0
TC ENERGY CORP			$0 (exited)
TRP	0	-77	$0
TPG RE FINANCE TRUST INC			$0 (exited)
TRTX	0	-347	$0
TOTALENERGIES SE SPON ADR			$0 (exited)
TTE	0	-90	$0
VANGUARD FTSE DEVELOPED MKTS ETF			$0 (exited)
VEA	0	-278	$0
WILLIAMS SONOMA INC			$0 (exited)
WSM	0	-35	$0
ESSENTIAL UTILITIES INC			$0 (exited)
WTRG	0	-25	$0
SELECT SECTOR TR REAL ESTATE SPDR ETF			$0 (exited)
XLRE	0	-90	$0

See Summary: Winch Advisory Services LLC Top Holdings
See Details: Top 10 Stocks Held By Winch Advisory Services LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
VCIT	+108,252	+$8,799
JEPI	+1,226	+$67
GBTC	+1,905	+$66
XHB	+235	+$23
AGNC	+2,210	+$22
JAVA	+280	+$16
SPGP	+154	+$15
ROKU	+150	+$14
AMERICAN HEALTHCARE REIT INC CL I	+420	+$13
COWZ	+234	+$12

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
SGOV	-36,444	-$3,669
IBTD	-10,938	-$271
EMN	-1,447	-$111
ATVI	-705	-$66
IYR	-717	-$56
GRAYSCALE BITCOIN TRUST BTC ACCD INVS	-1,905	-$37
SPG	-133	-$14
VEA	-278	-$12
AMT	-53	-$9
TTE	-90	-$6

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
CGMS	+281,751	+$7,610
SPTM	+21,915	+$4,287
SPIB	+8,153	+$295
SPTS	+7,883	+$236
VGIT	+5,942	+$352
VTI	+3,405	+$978
USHY	+2,605	+$96
SPAB	+2,269	+$98
AGGY	+1,996	+$102
CGCP	+1,813	+$42

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
BIL	-73,124	-$6,816
VGSH	-55,808	-$2,901
GBIL	-5,572	-$576
VTIP	-2,593	-$119
AAPL	-2,224	+$2,349
SHY	-1,888	-$105
SPIP	-1,528	-$29
AMZN	-1,310	+$2,086
IAU	-1,195	+$147

Winch Advisory Services LLC Info

Size ($ in 1000's)
At 12/31/2023: $301,536
At 09/30/2023: $272,612

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

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