RESOURCES MANAGEMENT CORP /CT/ /ADV Diversified Active

CIK: 0000749044 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 21, 2019

Total Value ($000): $449,302 (100.0% shares, 0.0% debt)

Holdings (517)

MSFT MICROSOFT CORP 3.3%
Value ($000) $14,772 Shares 145,442 Est. Cost $100.81 Unrealized -0.8%
JPM JPMORGAN CHASE & CO 3.3%
Value ($000) $14,621 Shares 149,780 Est. Cost $92.63 Unrealized -5.5%
MCD MCDONALD'S CORP 3.1%
Value ($000) $13,780 Shares 77,604 Est. Cost $134.80 Unrealized +11.3%
JNJ JOHNSON & JOHNSON 2.9%
Value ($000) $13,065 Shares 101,244 Est. Cost $108.04 Unrealized +5.6%
AAPL APPLE INC 2.7%
Value ($000) $12,282 Shares 79,962 Est. Cost $49.27 Unrealized -6.6%
NEE NEXTERA ENERGY INC 2.7%
Value ($000) $12,015 Shares 69,123 Est. Cost $35.46 Unrealized +3.4%
PFE PFIZER INC 2.3%
Value ($000) $10,254 Shares 234,916 Est. Cost $27.65 Unrealized +8.6%
CVX CHEVRON CORP 2.1%
Value ($000) $9,499 Shares 87,322 Est. Cost $87.91 Unrealized -3.6%
PEP PEPSICO INC 2.1%
Value ($000) $9,484 Shares 85,848 Est. Cost $90.33 Unrealized +0.4%
XOM EXXON MOBIL CORPORATION 2.1%
Value ($000) $9,347 Shares 137,073 Est. Cost $58.19 Unrealized -3.1%
APH AMPHENOL CORP CLASS A 2.1%
Value ($000) $9,277 Shares 116,443 Est. Cost $21.65 Unrealized -7.4%
PG PROCTER & GAMBLE CO 2.1%
Value ($000) $9,232 Shares 100,439 Est. Cost $67.79 Unrealized +10.3%
HD HOME DEPOT INC 2.0%
Value ($000) $8,952 Shares 52,102 Est. Cost $167.96 Unrealized -10.5%
INTC INTEL CORP 1.9%
Value ($000) $8,618 Shares 183,639 Est. Cost $41.52 Unrealized -3.2%
TJX TJX COMPANIES INC 1.9%
Value ($000) $8,489 Shares 189,742 Est. Cost $46.20 Unrealized -0.7%
ACN ACCENTURE PLC CLASS A 1.8%
Value ($000) $7,994 Shares 57,804 Est. Cost $149.23 Unrealized -4.3%
WFC WELLS FARGO & CO 1.7%
Value ($000) $7,803 Shares 169,340 Est. Cost $46.51 Unrealized -9.6%
ABBV ABBVIE INC 1.7%
Value ($000) $7,485 Shares 82,006 Est. Cost $69.17 Unrealized -6.3%
TD TORONTO-DOMINION BANK 1.6%
Value ($000) $7,026 Shares 141,320 Est. Cost $59.55 Unrealized -8.1%
UNITED TECHNOLOGIES CORP 1.6%
Value ($000) $6,972 Shares 65,486 Est. Cost $139.80 Unrealized
VFC VF CORP 1.5%
Value ($000) $6,859 Shares 96,155 Est. Cost $85.30 Unrealized -10.3%
CVS CVS HEALTH CORP 1.5%
Value ($000) $6,815 Shares 104,028 Est. Cost $56.54 Unrealized +5.0%
ITW ILLINOIS TOOL WORKS INC 1.4%
Value ($000) $6,158 Shares 48,613 Est. Cost $117.42 Unrealized -5.9%
BLACKROCK INC 1.3%
Value ($000) $5,888 Shares 14,990 Est. Cost $471.32 Unrealized
DHR DANAHER CORP 1.3%
Value ($000) $5,808 Shares 56,325 Est. Cost $88.03 Unrealized -0.2%
FISV FISERV INC 1.1%
Value ($000) $5,063 Shares 68,900 Est. Cost $78.49 Unrealized -1.5%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.0%
Value ($000) $4,624 Shares 124,640 Est. Cost $43.26 Unrealized
VAW VANGUARD MATERIALS ETF 1.0%
Value ($000) $4,573 Shares 41,266 Est. Cost $131.10 Unrealized
BAC BANK OF AMERICA CORPORATION 1.0%
Value ($000) $4,322 Shares 175,418 Est. Cost $25.47 Unrealized -10.5%
T AT&T INC 1.0%
Value ($000) $4,271 Shares 149,659 Est. Cost $14.48 Unrealized -3.2%
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $4,148 Shares 95,733 Est. Cost $36.04 Unrealized +2.4%
PNC PNC FINANCIAL SERVICES GROUP INC 0.9%
Value ($000) $4,094 Shares 35,019 Est. Cost $109.48 Unrealized -9.6%
GOOGL ALPHABET INC CLASS A 0.9%
Value ($000) $4,003 Shares 3,831 Est. Cost $60.08 Unrealized -10.7%
ABT ABBOTT LABORATORIES 0.9%
Value ($000) $3,869 Shares 54,193 Est. Cost $57.83 Unrealized +7.5%
ADP AUTOMATIC DATA PROCESSING INC 0.8%
Value ($000) $3,817 Shares 29,791 Est. Cost $120.81 Unrealized +0.3%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.8%
Value ($000) $3,732 Shares 97,970 Est. Cost $41.00 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.8%
Value ($000) $3,563 Shares 26,973 Est. Cost $121.60 Unrealized -3.2%
GILD GILEAD SCIENCES INC 0.8%
Value ($000) $3,489 Shares 55,782 Est. Cost $56.84 Unrealized -6.7%
BMY BRISTOL-MYERS SQUIBB COMPANY 0.8%
Value ($000) $3,452 Shares 66,419 Est. Cost $44.98 Unrealized -8.9%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.7%
Value ($000) $3,283 Shares 28,882 Est. Cost $101.25 Unrealized -13.1%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $3,239 Shares 57,620 Est. Cost $35.68 Unrealized +8.2%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $3,184 Shares 12,782 Est. Cost $230.64 Unrealized +1.9%
CELGENE CORP 0.7%
Value ($000) $3,174 Shares 49,530 Est. Cost $89.48 Unrealized
ORCL ORACLE CORPORATION 0.7%
Value ($000) $3,096 Shares 68,588 Est. Cost $43.58 Unrealized -1.0%
UPS UNITED PARCEL SERVICE INC (UPS) CLASS B 0.7%
Value ($000) $3,086 Shares 31,643 Est. Cost $88.44 Unrealized -7.2%
DUK DUKE ENERGY CORPORATION 0.6%
Value ($000) $2,744 Shares 31,804 Est. Cost $60.03 Unrealized +6.4%
STZ CONSTELLATION BRANDS INC CLASS A 0.6%
Value ($000) $2,689 Shares 16,723 Est. Cost $188.07 Unrealized -5.9%
EFA ISHARES MSCI EAFE ETF 0.6%
Value ($000) $2,513 Shares 42,758 Est. Cost $67.98 Unrealized
SPY SPDR S&P 500 ETF 0.5%
Value ($000) $2,306 Shares 9,227 Est. Cost $290.72 Unrealized
ORLY O'REILLY AUTOMOTIVE INC 0.5%
Value ($000) $2,250 Shares 6,535 Est. Cost $21.25 Unrealized +7.1%
TORRINGTON WATER CO INC 0.5%
Value ($000) $2,136 Shares 46,763 Est. Cost $45.00 Unrealized
BNS BANK OF NOVA SCOTIA 0.5%
Value ($000) $2,128 Shares 42,680 Est. Cost $39.46 Unrealized -6.6%
SYK STRYKER CORPORATION 0.5%
Value ($000) $2,086 Shares 13,314 Est. Cost $157.54 Unrealized -1.8%
UNP UNION PACIFIC CORP 0.5%
Value ($000) $2,062 Shares 14,919 Est. Cost $127.79 Unrealized -1.1%
FTV FORTIVE CORP 0.4%
Value ($000) $1,941 Shares 28,694 Est. Cost $49.74 Unrealized -8.3%
DOWDUPONT INC 0.4%
Value ($000) $1,921 Shares 35,929 Est. Cost $64.31 Unrealized
BMO BANK OF MONTREAL 0.4%
Value ($000) $1,896 Shares 29,016 Est. Cost $59.01 Unrealized -7.3%
WMT WAL-MART STORES INC 0.4%
Value ($000) $1,837 Shares 19,729 Est. Cost $27.34 Unrealized +5.2%
LIBERTY PROPERTY TRUST 0.4%
Value ($000) $1,832 Shares 43,754 Est. Cost $42.25 Unrealized
ROG ROGERS CORP 0.4%
Value ($000) $1,812 Shares 18,300 Est. Cost $131.57 Unrealized -8.8%
KMB KIMBERLY-CLARK CORP 0.4%
Value ($000) $1,791 Shares 15,723 Est. Cost $86.55 Unrealized -0.2%
QCOM QUALCOMM INC 0.4%
Value ($000) $1,731 Shares 30,427 Est. Cost $54.64 Unrealized -6.9%
EMR EMERSON ELECTRIC CO 0.4%
Value ($000) $1,711 Shares 28,649 Est. Cost $61.95 Unrealized -8.0%
D DOMINION ENERGY INC 0.4%
Value ($000) $1,667 Shares 23,331 Est. Cost $50.99 Unrealized +4.4%
MRK MERCK & CO INC 0.3%
Value ($000) $1,515 Shares 19,836 Est. Cost $50.65 Unrealized +11.6%
CAT CATERPILLAR INC 0.3%
Value ($000) $1,512 Shares 11,905 Est. Cost $120.51 Unrealized -7.5%
WBS WEBSTER FINANCIAL CORP 0.3%
Value ($000) $1,491 Shares 30,266 Est. Cost $65.05 Unrealized -12.2%
LOW LOWE'S COMPANIES INC 0.3%
Value ($000) $1,453 Shares 15,739 Est. Cost $91.02 Unrealized -7.0%
INGERSOLL-RAND PLC 0.3%
Value ($000) $1,412 Shares 15,485 Est. Cost $102.28 Unrealized
BRK/B BERKSHIRE HATHAWAY INC B 0.3%
Value ($000) $1,366 Shares 6,694 Est. Cost $205.28 Unrealized +1.8%
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $1,359 Shares 5,401 Est. Cost $292.70 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.3%
Value ($000) $1,336 Shares 34,227 Est. Cost $42.92 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $1,333 Shares 6,849 Est. Cost $157.37 Unrealized -0.3%
DIS WALT DISNEY CO 0.3%
Value ($000) $1,303 Shares 11,887 Est. Cost $106.57 Unrealized +2.4%
BARNES GROUP INC 0.3%
Value ($000) $1,289 Shares 24,045 Est. Cost $70.99 Unrealized
VLO VALERO ENERGY CORP 0.3%
Value ($000) $1,280 Shares 17,079 Est. Cost $84.22 Unrealized -22.2%
GENERAL ELECTRIC CO 0.3%
Value ($000) $1,270 Shares 167,858 Est. Cost $11.29 Unrealized
BUCKEYE PARTNERS LP 0.3%
Value ($000) $1,232 Shares 42,522 Est. Cost $35.71 Unrealized
KO COCA-COLA CO 0.3%
Value ($000) $1,199 Shares 25,338 Est. Cost $36.30 Unrealized +5.8%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,194 Shares 7,596 Est. Cost $165.33 Unrealized -8.0%
MO ALTRIA GROUP INC 0.3%
Value ($000) $1,180 Shares 23,893 Est. Cost $33.56 Unrealized -1.3%
COP CONOCOPHILLIPS 0.3%
Value ($000) $1,178 Shares 18,897 Est. Cost $56.36 Unrealized -5.2%
KHC THE KRAFT HEINZ CO 0.3%
Value ($000) $1,157 Shares 26,903 Est. Cost $41.57 Unrealized -11.9%
SWKS SKYWORKS SOLUTIONS INC 0.3%
Value ($000) $1,146 Shares 17,105 Est. Cost $78.84 Unrealized -17.2%
PKG PACKAGING CORP OF AMERICA 0.3%
Value ($000) $1,143 Shares 13,700 Est. Cost $89.95 Unrealized -16.9%
V VISA INC CLASS A 0.3%
Value ($000) $1,131 Shares 8,574 Est. Cost $135.08 Unrealized -2.7%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,103 Shares 4,216 Est. Cost $264.26 Unrealized -5.4%
PEOPLE S UNITED FINANCIAL INC 0.2%
Value ($000) $1,100 Shares 76,258 Est. Cost $16.05 Unrealized
USB U.S. BANCORP 0.2%
Value ($000) $1,040 Shares 22,760 Est. Cost $39.13 Unrealized -2.2%
DLR DIGITAL REALTY TRUST INC 0.2%
Value ($000) $1,021 Shares 9,583 Est. Cost $92.13 Unrealized -6.5%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $1,011 Shares 4,964 Est. Cost $202.69 Unrealized -0.3%
AVGO BROADCOM LTD 0.2%
Value ($000) $990 Shares 3,896 Est. Cost $18.63 Unrealized +4.0%
NEW YORK COMMUNITY BANCORP INC 0.2%
Value ($000) $986 Shares 104,785 Est. Cost $10.36 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $956 Shares 7,985 Est. Cost $109.87 Unrealized -2.4%
VFIAX VANGUARD 500 INDEX FUND ADMIRAL CLASS 0.2%
Value ($000) $950 Shares 4,106 Est. Cost $231.37 Unrealized
CL COLGATE-PALMOLIVE CO 0.2%
Value ($000) $925 Shares 15,556 Est. Cost $55.97 Unrealized -5.5%
PSX PHILLIPS 66 0.2%
Value ($000) $921 Shares 10,690 Est. Cost $86.06 Unrealized -14.9%
FIS FIDELITY NATIONAL INFORMATION SERVICES INC 0.2%
Value ($000) $894 Shares 8,718 Est. Cost $93.91 Unrealized -3.0%
LEG LEGGETT & PLATT INC 0.2%
Value ($000) $892 Shares 24,900 Est. Cost $44.97 Unrealized -15.4%
META FACEBOOK INC CLASS A 0.2%
Value ($000) $858 Shares 6,548 Est. Cost $179.77 Unrealized -20.0%
FDX FEDEX CORP 0.2%
Value ($000) $849 Shares 5,268 Est. Cost $212.22 Unrealized -12.4%
BP BP PLC ADR 0.2%
Value ($000) $847 Shares 22,345 Est. Cost $45.01 Unrealized
CBU COMMUNITY BANK SYSTEM INC 0.2%
Value ($000) $845 Shares 14,500 Est. Cost $51.28 Unrealized -4.7%
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $839 Shares 5,243 Est. Cost $135.95 Unrealized -2.0%
WASH WASHINGTON TRUST BANCORP INC 0.2%
Value ($000) $760 Shares 16,000 Est. Cost $38.37 Unrealized -11.8%
MAXIM INTEGRATED PRODUCTS INC 0.2%
Value ($000) $740 Shares 14,565 Est. Cost $56.22 Unrealized
CSX CSX CORP 0.2%
Value ($000) $737 Shares 11,876 Est. Cost $21.58 Unrealized -3.2%
RMD RESMED INC 0.2%
Value ($000) $730 Shares 6,415 Est. Cost $102.22 Unrealized -1.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP A 0.2%
Value ($000) $724 Shares 11,420 Est. Cost $70.24 Unrealized -10.8%
STT STATE STREET CORP 0.2%
Value ($000) $714 Shares 11,325 Est. Cost $69.30 Unrealized -18.0%
ROST ROSS STORES INC 0.2%
Value ($000) $684 Shares 8,228 Est. Cost $85.36 Unrealized -1.2%
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $682 Shares 29,000 Est. Cost $22.00 Unrealized -9.8%
BCE BCE INC 0.2%
Value ($000) $676 Shares 17,113 Est. Cost $25.90 Unrealized +0.5%
BOH BANK OF HAWAII CORP 0.1%
Value ($000) $673 Shares 10,000 Est. Cost $61.69 Unrealized -7.4%
F FORD MOTOR CO 0.1%
Value ($000) $673 Shares 88,075 Est. Cost $6.85 Unrealized -9.4%
Linde plc 0.1%
Value ($000) $669 Shares 4,292 Est. Cost $156.11 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $668 Shares 7,009 Est. Cost $94.11 Unrealized +1.0%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $667 Shares 9,630 Est. Cost $52.73 Unrealized +6.2%
AME AMETEK INC 0.1%
Value ($000) $664 Shares 9,810 Est. Cost $72.84 Unrealized -6.1%
CBRL CRACKER BARREL OLD COUNTRY STORE INC 0.1%
Value ($000) $662 Shares 4,145 Est. Cost $111.88 Unrealized +10.9%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $646 Shares 7,750 Est. Cost $14.89 Unrealized +7.9%
CHCO CITY HOLDING CO 0.1%
Value ($000) $642 Shares 9,500 Est. Cost $63.61 Unrealized -6.9%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $618 Shares 2,745 Est. Cost $220.32 Unrealized -5.5%
BB&T CORP 0.1%
Value ($000) $612 Shares 14,138 Est. Cost $48.54 Unrealized
WSBC WESBANCO INC 0.1%
Value ($000) $609 Shares 16,600 Est. Cost $47.84 Unrealized -14.7%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $605 Shares 4,046 Est. Cost $147.16 Unrealized -3.3%
AB ALLIANCEBERNSTEIN HOLDING L.P. 0.1%
Value ($000) $602 Shares 22,050 Est. Cost $30.43 Unrealized
TRMK TRUSTMARK CORP 0.1%
Value ($000) $597 Shares 21,000 Est. Cost $27.80 Unrealized -10.4%
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $594 Shares 8,906 Est. Cost $55.49 Unrealized +3.3%
UBSI UNITED BANKSHARES INC 0.1%
Value ($000) $591 Shares 19,000 Est. Cost $37.92 Unrealized -11.0%
STBA S&T BANCORP INC 0.1%
Value ($000) $590 Shares 15,600 Est. Cost $45.27 Unrealized -11.0%
AFL AFLAC INC 0.1%
Value ($000) $588 Shares 12,912 Est. Cost $38.48 Unrealized -2.3%
GBCI GLACIER BANCORP INC 0.1%
Value ($000) $582 Shares 14,700 Est. Cost $34.31 Unrealized -0.5%
GME GAMESTOP CORP 0.1%
Value ($000) $577 Shares 45,760 Est. Cost $3.54 Unrealized -6.4%
CMCSA COMCAST CORP CLASS A 0.1%
Value ($000) $555 Shares 16,327 Est. Cost $29.76 Unrealized +2.2%
MMM 3M CO 0.1%
Value ($000) $540 Shares 2,838 Est. Cost $132.20 Unrealized -3.0%
BA BOEING CO 0.1%
Value ($000) $540 Shares 1,675 Est. Cost $339.07 Unrealized -1.2%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $525 Shares 5,145 Est. Cost $94.73 Unrealized -4.6%
MDT MEDTRONIC PLC 0.1%
Value ($000) $523 Shares 5,759 Est. Cost $76.28 Unrealized +1.1%
NBTB NBT BANCORP INC 0.1%
Value ($000) $518 Shares 15,000 Est. Cost $39.84 Unrealized -7.8%
BRYN MAWR BANK CORP 0.1%
Value ($000) $512 Shares 14,900 Est. Cost $46.85 Unrealized
PACWEST BANCORP 0.1%
Value ($000) $499 Shares 15,000 Est. Cost $47.60 Unrealized
BKU BANKUNITED INC 0.1%
Value ($000) $498 Shares 16,650 Est. Cost $30.96 Unrealized -16.8%
GIS GENERAL MILLS INC 0.1%
Value ($000) $495 Shares 12,715 Est. Cost $34.96 Unrealized -5.7%
SO SOUTHERN CO 0.1%
Value ($000) $494 Shares 11,261 Est. Cost $34.28 Unrealized -0.1%
FIBK FIRST INTERSTATE BANCSYSTEM INC 0.1%
Value ($000) $493 Shares 13,500 Est. Cost $30.14 Unrealized -6.1%
CHD CHURCH & DWIGHT COMPANY INC. 0.1%
Value ($000) $479 Shares 7,292 Est. Cost $51.78 Unrealized +12.3%
C CITIGROUP INC 0.1%
Value ($000) $475 Shares 9,128 Est. Cost $54.77 Unrealized -9.9%
FFBC FIRST FINANCIAL BANCORP 0.1%
Value ($000) $472 Shares 19,915 Est. Cost $22.88 Unrealized -14.3%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $470 Shares 5,235 Est. Cost $93.73 Unrealized -11.5%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $466 Shares 975 Est. Cost $177.57 Unrealized -4.6%
GLD SPDR GOLD SHARES TRUST 0.1%
Value ($000) $463 Shares 3,820 Est. Cost $112.71 Unrealized
NWL NEWELL BRANDS INC 0.1%
Value ($000) $460 Shares 24,750 Est. Cost $16.48 Unrealized -13.9%
ARI APOLLO COMMERCIAL REAL ESTATE FINANCE INC 0.1%
Value ($000) $460 Shares 27,650 Est. Cost $18.82 Unrealized
PPL PPL CORP 0.1%
Value ($000) $448 Shares 15,840 Est. Cost $21.49 Unrealized +3.6%
MA MASTERCARD INC A 0.1%
Value ($000) $442 Shares 2,347 Est. Cost $200.34 Unrealized -4.7%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $441 Shares 12,250 Est. Cost $52.03 Unrealized -22.7%
INDB INDEPENDENT BANK CORP 0.1%
Value ($000) $439 Shares 6,250 Est. Cost $69.45 Unrealized -10.7%
MFC MANULIFE FINANCIAL CORP 0.1%
Value ($000) $421 Shares 29,727 Est. Cost $18.17 Unrealized -12.8%
DIME COMMUNITY BANCSHARES INC 0.1%
Value ($000) $418 Shares 24,675 Est. Cost $17.83 Unrealized
UMPQUA HOLDINGS CORP 0.1%
Value ($000) $397 Shares 25,000 Est. Cost $20.80 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $395 Shares 2,791 Est. Cost $141.42 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $392 Shares 2,884 Est. Cost $151.47 Unrealized
LEA LEAR CORP 0.1%
Value ($000) $391 Shares 3,190 Est. Cost $147.10 Unrealized -21.6%
GOOG ALPHABET INC C 0.1%
Value ($000) $388 Shares 375 Est. Cost $59.45 Unrealized -10.6%
AMZN AMAZON.COM INC 0.1%
Value ($000) $383 Shares 255 Est. Cost $94.03 Unrealized -11.6%
JPIN JPMORGAN DIVERSIFIED RETURN INTL EQ ETF 0.1%
Value ($000) $381 Shares 7,500 Est. Cost $58.35 Unrealized
Monroe Cap Corp Nt 0.0000 09/30/2023 Pfd Prospect 0.1%
Value ($000) $380 Shares 16,200 Est. Cost $23.46 Unrealized
BOKF BOK FINANCIAL CORP 0.1%
Value ($000) $366 Shares 5,000 Est. Cost $82.31 Unrealized -14.7%
RLJ RLJ Lodging Trust 0.1%
Value ($000) $355 Shares 21,650 Est. Cost $21.34 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value ($000) $350 Shares 5,385 Est. Cost $47.16 Unrealized +7.4%
MDY SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $348 Shares 1,150 Est. Cost $366.96 Unrealized
NSRGY NESTLE SA ADR 0.1%
Value ($000) $346 Shares 4,275 Est. Cost $83.04 Unrealized
ALLE ALLEGION PLC 0.1%
Value ($000) $338 Shares 4,244 Est. Cost $76.93 Unrealized +2.5%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $328 Shares 2,200 Est. Cost $153.61 Unrealized -5.3%
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $327 Shares 4,391 Est. Cost $80.48 Unrealized
UAA UNDER ARMOUR INC CLASS A 0.1%
Value ($000) $325 Shares 18,435 Est. Cost $20.82 Unrealized -1.4%
Berkshire Hat A 100th 0.1%
Value ($000) $306 Shares 100 Est. Cost $3060.00 Unrealized
FBNC FIRST BANCORP 0.1%
Value ($000) $303 Shares 9,300 Est. Cost $35.19 Unrealized -9.5%
VLY VALLEY NATIONAL BANCORP 0.1%
Value ($000) $293 Shares 33,099 Est. Cost $12.07 Unrealized -16.4%
INGR INGREDION INC 0.1%
Value ($000) $292 Shares 3,196 Est. Cost $102.11 Unrealized -2.0%
WRB WR BERKLEY CORP 0.1%
Value ($000) $285 Shares 3,865 Est. Cost $19.20 Unrealized -0.0%
SPIRIT REALTY CAPITAL INC 0.1%
Value ($000) $274 Shares 7,785 Est. Cost $35.20 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $272 Shares 10,240 Est. Cost $35.57 Unrealized -18.1%
ALEXION PHARMACEUTICALS INC 0.1%
Value ($000) $268 Shares 2,759 Est. Cost $138.84 Unrealized
VB VANGUARD SMALL CAP ETF 0.1%
Value ($000) $260 Shares 1,976 Est. Cost $154.49 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $257 Shares 3,122 Est. Cost $82.07 Unrealized -7.5%
VOO VANGUARD 500 ETF 0.1%
Value ($000) $249 Shares 1,086 Est. Cost $267.03 Unrealized
NUSTAR ENERGY L.P. 0.1%
Value ($000) $247 Shares 11,840 Est. Cost $27.80 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.1%
Value ($000) $247 Shares 4,025 Est. Cost $67.74 Unrealized -12.1%
HCP INC 0.1%
Value ($000) $246 Shares 8,820 Est. Cost $26.30 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR ETF 0.1%
Value ($000) $244 Shares 10,273 Est. Cost $27.53 Unrealized
TEMWX TEMPLETON WORLD FUND CLASS A 0.1%
Value ($000) $234 Shares 19,072 Est. Cost $12.27 Unrealized
LABORATORY CORP OF AMERICA HLDGS 0.1%
Value ($000) $228 Shares 1,805 Est. Cost $173.41 Unrealized
HWC Hancock Holding Co 0.1%
Value ($000) $225 Shares 6,500 Est. Cost $50.31 Unrealized -19.5%
CDK GLOBAL INC 0.1%
Value ($000) $225 Shares 4,713 Est. Cost $62.43 Unrealized
IBOC INTERNATIONAL BANCSHARES CORP 0.0%
Value ($000) $223 Shares 6,500 Est. Cost $36.82 Unrealized -15.0%
GIL GILDAN ACTIVEWEAR INC COM 0.0%
Value ($000) $221 Shares 7,300 Est. Cost $25.75 Unrealized +6.7%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $219 Shares 2,430 Est. Cost $87.80 Unrealized -3.8%
MDLZ MONDELEZ INTERNATIONAL INC CLASS A 0.0%
Value ($000) $219 Shares 5,486 Est. Cost $35.59 Unrealized +0.5%
BR BROADRIDGE FINANCIAL SOLUTIONS INC 0.0%
Value ($000) $214 Shares 2,225 Est. Cost $111.83 Unrealized -14.4%
UNION BANKSHARES CORP 0.0%
Value ($000) $211 Shares 7,500 Est. Cost $38.40 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $209 Shares 700 Est. Cost $320.46 Unrealized -3.3%
OSIS OSI SYSTEMS INC 0.0%
Value ($000) $194 Shares 2,655 Est. Cost $77.62 Unrealized -7.1%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $194 Shares 870 Est. Cost $225.62 Unrealized +2.1%
THE COOPER COMPANIES INC 0.0%
Value ($000) $186 Shares 733 Est. Cost $276.94 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $182 Shares 3,128 Est. Cost $68.09 Unrealized
Kaman Corp 0.0%
Value ($000) $181 Shares 3,237 Est. Cost $66.57 Unrealized
DFQTX DFA US CORE EQUITY 2 I 0.0%
Value ($000) $179 Shares 9,437 Est. Cost $18.97 Unrealized
CI CIGNA CORP 0.0%
Value ($000) $176 Shares 929 Est. Cost $190.77 Unrealized 0.0%
MRSH MARSH & MCLENNAN COMPANIES INC 0.0%
Value ($000) $171 Shares 2,150 Est. Cost $75.30 Unrealized -1.1%
INTU INTUIT INC 0.0%
Value ($000) $167 Shares 850 Est. Cost $204.54 Unrealized -3.0%
OKE ONEOK INC 0.0%
Value ($000) $154 Shares 2,856 Est. Cost $42.78 Unrealized -8.1%
GPC GENUINE PARTS CO 0.0%
Value ($000) $153 Shares 1,600 Est. Cost $79.16 Unrealized +1.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $153 Shares 2,385 Est. Cost $45.16 Unrealized +18.8%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $151 Shares 3,225 Est. Cost $42.71 Unrealized -7.2%
WWD WOODWARD INC 0.0%
Value ($000) $148 Shares 2,000 Est. Cost $76.64 Unrealized -3.8%
EML THE EASTERN CO 0.0%
Value ($000) $145 Shares 6,000 Est. Cost $24.89 Unrealized -6.4%
SALISBURY BANCORP INC 0.0%
Value ($000) $143 Shares 3,955 Est. Cost $41.77 Unrealized
DFCEX DFA EMERGING MARKETS CORE EQUITY I 0.0%
Value ($000) $141 Shares 7,343 Est. Cost $19.20 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $140 Shares 1,047 Est. Cost $168.10 Unrealized
DFFVX DFA US TARGETED VALUE I 0.0%
Value ($000) $138 Shares 6,978 Est. Cost $19.78 Unrealized
NVS NOVARTIS AG ADR 0.0%
Value ($000) $136 Shares 1,595 Est. Cost $86.06 Unrealized
CNC CENTENE CORP 0.0%
Value ($000) $135 Shares 1,171 Est. Cost $69.21 Unrealized -3.3%
XLV SELECT SECTOR SPDR TRUST THE HEALTH CARE SELECT SE 0.0%
Value ($000) $133 Shares 1,543 Est. Cost $93.55 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $131 Shares 2,045 Est. Cost $77.65 Unrealized
LII LENNOX INTERNATIONAL INC 0.0%
Value ($000) $122 Shares 560 Est. Cost $199.03 Unrealized -2.7%
EOG EOG RESOURCES INC 0.0%
Value ($000) $118 Shares 1,355 Est. Cost $90.49 Unrealized -10.9%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $117 Shares 707 Est. Cost $202.26 Unrealized
ECTGX EATON VANCE TX-MGD GROWTH 1.1 C 0.0%
Value ($000) $117 Shares 2,704 Est. Cost $43.27 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $115 Shares 1,300 Est. Cost $78.27 Unrealized +1.8%
BFS EQUITY 0.0%
Value ($000) $112 Shares 8,283 Est. Cost $13.52 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $112 Shares 1,530 Est. Cost $53.66 Unrealized +6.6%
AJG ARTHUR J. GALLAGHER & CO 0.0%
Value ($000) $110 Shares 1,530 Est. Cost $64.99 Unrealized +4.6%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHAR 0.0%
Value ($000) $109 Shares 1,118 Est. Cost $106.64 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $109 Shares 1,500 Est. Cost $76.34 Unrealized -19.1%
XLY SELECT SECTOR SPDR FUND SHS BEN CONSUMER DISCRETIO 0.0%
Value ($000) $108 Shares 1,095 Est. Cost $116.89 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $107 Shares 400 Est. Cost $36.06 Unrealized -17.0%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $102 Shares 860 Est. Cost $115.16 Unrealized -11.8%
NKE NIKE INC B 0.0%
Value ($000) $99 Shares 1,339 Est. Cost $72.98 Unrealized -6.6%
WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP 0.0%
Value ($000) $98 Shares 1,400 Est. Cost $103.16 Unrealized -19.0%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $95 Shares 1,624 Est. Cost $54.25 Unrealized 0.0%
VANGUARD FTSE SOCIAL INDEX INV 0.0%
Value ($000) $95 Shares 5,742 Est. Cost $16.54 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $93 Shares 1,365 Est. Cost $71.13 Unrealized -8.6%
GMF SPDR S&P EMERGING ASIA PACIFIC ETF 0.0%
Value ($000) $87 Shares 1,000 Est. Cost $96.00 Unrealized
XLE SELECT SECTOR SPDR TRUST SHS BEN INT ENERGY 0.0%
Value ($000) $86 Shares 1,505 Est. Cost $75.56 Unrealized
INVESCO AMERICAN VALUE C 0.0%
Value ($000) $83 Shares 3,631 Est. Cost $22.86 Unrealized
AEP AMERICAN ELECTRIC POWER CO INC 0.0%
Value ($000) $80 Shares 1,075 Est. Cost $54.88 Unrealized +6.4%
UGI UGI CORP 0.0%
Value ($000) $80 Shares 1,500 Est. Cost $53.89 Unrealized +3.1%
VARIAN MEDICAL SYSTEMS INC 0.0%
Value ($000) $79 Shares 700 Est. Cost $111.00 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $78 Shares 1,200 Est. Cost $64.93 Unrealized -9.2%
CB CHUBB LTD 0.0%
Value ($000) $77 Shares 600 Est. Cost $118.28 Unrealized -3.2%
ODFL OLD DOMINION FREIGHT LINES INC 0.0%
Value ($000) $71 Shares 575 Est. Cost $48.95 Unrealized -12.4%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $69 Shares 770 Est. Cost $77.14 Unrealized +3.5%
WALGREEN BOOTS ALLIANCE INC COM 0.0%
Value ($000) $69 Shares 1,010 Est. Cost $72.28 Unrealized
REZI Resideo Technologies Inc 0.0%
Value ($000) $68 Shares 3,324 Est. Cost $21.34 Unrealized 0.0%
CONNECTICUT WTR SVC INC 0.0%
Value ($000) $66 Shares 1,000 Est. Cost $69.00 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $66 Shares 1,665 Est. Cost $38.94 Unrealized -10.1%
NEM NEWMONT MINING CORP 0.0%
Value ($000) $65 Shares 1,900 Est. Cost $27.06 Unrealized -3.7%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $65 Shares 885 Est. Cost $67.16 Unrealized +0.1%
TGT TARGET CORP 0.0%
Value ($000) $63 Shares 958 Est. Cost $67.95 Unrealized -6.9%
RVTY PERKINELMER INC 0.0%
Value ($000) $63 Shares 809 Est. Cost $84.34 Unrealized -1.6%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $62 Shares 643 Est. Cost $110.42 Unrealized
SVB Financial Group 0.0%
Value ($000) $62 Shares 328 Est. Cost $222.69 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $60 Shares 550 Est. Cost $123.13 Unrealized -4.1%
AVANGRID INC 0.0%
Value ($000) $60 Shares 1,200 Est. Cost $47.50 Unrealized
KR KROGER CO 0.0%
Value ($000) $60 Shares 2,205 Est. Cost $25.42 Unrealized -2.1%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $60 Shares 472 Est. Cost $127.12 Unrealized
SHW SHERWIN-WILLIAMS CO 0.0%
Value ($000) $59 Shares 150 Est. Cost $138.64 Unrealized -8.7%
DE DEERE & CO 0.0%
Value ($000) $59 Shares 400 Est. Cost $128.61 Unrealized +2.5%
ETR ENTERGY CORP 0.0%
Value ($000) $57 Shares 665 Est. Cost $31.55 Unrealized +4.0%
RJF RAYMOND JAMES FINANCIAL INC 0.0%
Value ($000) $57 Shares 775 Est. Cost $54.90 Unrealized -13.3%
MMS MAXIMUS INC 0.0%
Value ($000) $55 Shares 857 Est. Cost $64.92 Unrealized +1.4%
TTC TORO CO 0.0%
Value ($000) $55 Shares 995 Est. Cost $60.66 Unrealized -4.3%
BIIB BIOGEN INC 0.0%
Value ($000) $55 Shares 185 Est. Cost $344.30 Unrealized -7.3%
DODGX DODGE & COX STOCK 0.0%
Value ($000) $54 Shares 312 Est. Cost $173.08 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $54 Shares 1,070 Est. Cost $53.27 Unrealized
GLAXOSMITHKLINE PLC ADR 0.0%
Value ($000) $53 Shares 1,395 Est. Cost $40.09 Unrealized
Dreyfus Growth & Income 0.0%
Value ($000) $53 Shares 3,042 Est. Cost $17.42 Unrealized
LLY ELI LILLY AND CO 0.0%
Value ($000) $52 Shares 450 Est. Cost $90.28 Unrealized +12.3%
RAYTHEON CO 0.0%
Value ($000) $51 Shares 335 Est. Cost $205.97 Unrealized
VWDRY VESTAS WIND SYSTEMS A/S 0.0%
Value ($000) $51 Shares 2,065 Est. Cost $22.28 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $50 Shares 550 Est. Cost $77.27 Unrealized +4.1%
EXC EXELON CORP 0.0%
Value ($000) $50 Shares 1,110 Est. Cost $23.80 Unrealized +4.7%
ANADARKO PETROLEUM CORP 0.0%
Value ($000) $48 Shares 1,100 Est. Cost $67.27 Unrealized
Ofs Cap Corp 6.5 Callable Preferred Shares 0.0%
Value ($000) $48 Shares 2,000 Est. Cost $24.00 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $47 Shares 900 Est. Cost $11.78 Unrealized -4.3%
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $46 Shares 743 Est. Cost $70.14 Unrealized
SNA SNAP-ON INC 0.0%
Value ($000) $44 Shares 303 Est. Cost $144.01 Unrealized -8.8%
XLB MATERIALS SELECT SECTOR SPDR ETF 0.0%
Value ($000) $44 Shares 875 Est. Cost $57.14 Unrealized
FCNTX FIDELITY CONTRAFUND 0.0%
Value ($000) $43 Shares 3,923 Est. Cost $10.96 Unrealized
TEQAX TOUCHSTONE SUSTAINABILITY & IMP EQ A 0.0%
Value ($000) $43 Shares 2,346 Est. Cost $18.33 Unrealized
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $42 Shares 750 Est. Cost $48.48 Unrealized -6.2%
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $42 Shares 731 Est. Cost $64.41 Unrealized -4.9%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $41 Shares 300 Est. Cost $146.61 Unrealized -7.3%
AZN ASTRAZENECA PLC EACH ADS REPRESENTING 1/2 OF AN OR 0.0%
Value ($000) $41 Shares 1,100 Est. Cost $39.09 Unrealized
PARNX PARNASSUS 0.0%
Value ($000) $41 Shares 1,035 Est. Cost $39.61 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $41 Shares 310 Est. Cost $116.24 Unrealized +1.1%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $40 Shares 250 Est. Cost $180.00 Unrealized
EWX SPDR S&P EMERGING MARKETS SMALL CAP ETF 0.0%
Value ($000) $40 Shares 1,000 Est. Cost $44.00 Unrealized
AOS A.O. SMITH CORP 0.0%
Value ($000) $40 Shares 960 Est. Cost $51.29 Unrealized -21.3%
AEE AMEREN CORP 0.0%
Value ($000) $39 Shares 600 Est. Cost $51.05 Unrealized +6.6%
DOV DOVER CORP 0.0%
Value ($000) $39 Shares 550 Est. Cost $73.78 Unrealized -0.5%
ALLERGAN PLC 0.0%
Value ($000) $38 Shares 286 Est. Cost $188.81 Unrealized
DPZ DOMINO S PIZZA INC 0.0%
Value ($000) $37 Shares 150 Est. Cost $260.07 Unrealized -6.8%
MCO MOODY'S CORPORATION 0.0%
Value ($000) $37 Shares 266 Est. Cost $164.89 Unrealized -14.0%
FINFX American Funds Fundamental Invs F2 0.0%
Value ($000) $36 Shares 707 Est. Cost $50.92 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $36 Shares 442 Est. Cost $68.64 Unrealized -5.8%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $36 Shares 625 Est. Cost $75.20 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $34 Shares 254 Est. Cost $157.48 Unrealized
CAPSTEAD MORTGAGE CORP 0.0%
Value ($000) $34 Shares 5,200 Est. Cost $7.88 Unrealized
VIACOM INC 0.0%
Value ($000) $34 Shares 1,350 Est. Cost $33.33 Unrealized
IEUR iShares Core MSCI Europe ETF 0.0%
Value ($000) $32 Shares 790 Est. Cost $47.91 Unrealized
NSP INSPERITY INC 0.0%
Value ($000) $32 Shares 350 Est. Cost $90.47 Unrealized -4.2%
PBYI PUMA BIOTECHNOLOGY INC 0.0%
Value ($000) $32 Shares 1,615 Est. Cost $48.21 Unrealized -37.8%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $31 Shares 327 Est. Cost $123.48 Unrealized -11.0%
KANSAS CITY SOUTHERN 0.0%
Value ($000) $31 Shares 335 Est. Cost $110.45 Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $31 Shares 561 Est. Cost $45.16 Unrealized -7.5%
VERSUM MATERIALS INC 0.0%
Value ($000) $30 Shares 1,100 Est. Cost $35.45 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $30 Shares 280 Est. Cost $72.77 Unrealized +5.6%
DVA DAVITA INC 0.0%
Value ($000) $29 Shares 580 Est. Cost $70.70 Unrealized -9.4%
IWD ISHARES RUSSELL 1000 VALUE 0.0%
Value ($000) $29 Shares 265 Est. Cost $109.43 Unrealized
FMAGX FIDELITY MAGELLAN 0.0%
Value ($000) $29 Shares 3,270 Est. Cost $8.87 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $29 Shares 726 Est. Cost $35.63 Unrealized -14.5%
VEREIT INC CLASS A 0.0%
Value ($000) $29 Shares 4,096 Est. Cost $7.08 Unrealized
CWGFX AMERICAN FUNDS CAPITAL WORLD GR&INC F1 0.0%
Value ($000) $29 Shares 693 Est. Cost $41.85 Unrealized
SWPPX SCHWAB S&P 500 INDEX 0.0%
Value ($000) $29 Shares 766 Est. Cost $37.86 Unrealized
DODIX DODGE & COX INCOME 0.0%
Value ($000) $28 Shares 2,138 Est. Cost $13.10 Unrealized
VEIRX VANGUARD EQUITY-INCOME ADM 0.0%
Value ($000) $28 Shares 426 Est. Cost $65.73 Unrealized
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $27 Shares 1,430 Est. Cost $23.08 Unrealized
FLAGSTAR BANCORP INC 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $31.00 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS L.P. 0.0%
Value ($000) $26 Shares 1,098 Est. Cost $28.23 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $26 Shares 861 Est. Cost $21.97 Unrealized -7.8%
DVY ISHARES SELECT DIVIDEND 0.0%
Value ($000) $26 Shares 291 Est. Cost $99.66 Unrealized
RED HAT INC 0.0%
Value ($000) $26 Shares 150 Est. Cost $133.33 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $26 Shares 410 Est. Cost $63.41 Unrealized
IJR ISHARES CORE S&P SMALL-CAP 0.0%
Value ($000) $26 Shares 381 Est. Cost $68.24 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 0.0%
Value ($000) $26 Shares 500 Est. Cost $40.69 Unrealized +3.9%
IJH ISHARES CORE S&P MID-CAP 0.0%
Value ($000) $26 Shares 158 Est. Cost $164.56 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.0%
Value ($000) $25 Shares 192 Est. Cost $130.21 Unrealized
PARWX PARNASSUS ENDEAVOR INVESTOR 0.0%
Value ($000) $25 Shares 873 Est. Cost $28.64 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE LP 0.0%
Value ($000) $24 Shares 1,200 Est. Cost $24.84 Unrealized
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $24 Shares 315 Est. Cost $85.71 Unrealized
VV Vanguard Large-Cap ETF 0.0%
Value ($000) $24 Shares 210 Est. Cost $133.33 Unrealized
WMFFX AMERICAN FUNDS WASHINGTON MUTUAL F2 0.0%
Value ($000) $23 Shares 571 Est. Cost $40.28 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $23 Shares 309 Est. Cost $85.67 Unrealized -10.6%
Dreyfus Instl S&P 500 Stock Index I 0.0%
Value ($000) $23 Shares 490 Est. Cost $46.94 Unrealized
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $23 Shares 275 Est. Cost $87.86 Unrealized -5.4%
PRBLX Parnassus Core Equity Investor 0.0%
Value ($000) $22 Shares 588 Est. Cost $37.41 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR 0.0%
Value ($000) $22 Shares 720 Est. Cost $31.94 Unrealized
MET METLIFE INC 0.0%
Value ($000) $22 Shares 554 Est. Cost $35.53 Unrealized -5.3%
CC THE CHEMOURS CO 0.0%
Value ($000) $21 Shares 772 Est. Cost $32.39 Unrealized -27.2%
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value ($000) $21 Shares 225 Est. Cost $120.00 Unrealized
KEY KEYCORP 0.0%
Value ($000) $20 Shares 1,360 Est. Cost $14.64 Unrealized -14.5%
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $20 Shares 815 Est. Cost $42.98 Unrealized
STEADFAST INCOME REIT INC COM ACCREDITED INVS 0.0%
Value ($000) $20 Shares 2,075 Est. Cost $9.64 Unrealized
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $20 Shares 200 Est. Cost $114.48 Unrealized -8.4%
WSO WATSCO INC 0.0%
Value ($000) $20 Shares 150 Est. Cost $176.68 Unrealized -13.7%
FIRSTCASH INC 0.0%
Value ($000) $19 Shares 275 Est. Cost $80.00 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $19 Shares 254 Est. Cost $60.39 Unrealized +0.1%
THE CONNECTICUT LIGHT & POWER CO 0.0%
Value ($000) $18 Shares 362 Est. Cost $49.72 Unrealized
MEREDITH CORP 0.0%
Value ($000) $18 Shares 350 Est. Cost $48.57 Unrealized
VBR VANGUARD SMALL-CAP VALUE ETF 0.0%
Value ($000) $18 Shares 158 Est. Cost $139.24 Unrealized
SANM SANMINA CORP 0.0%
Value ($000) $18 Shares 750 Est. Cost $29.98 Unrealized -16.1%
ANNALY CAPITAL MANAGEMENT INC 0.0%
Value ($000) $18 Shares 1,850 Est. Cost $10.20 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $18 Shares 200 Est. Cost $104.34 Unrealized -8.1%
ATLASSIAN CORPORATION PLC 0.0%
Value ($000) $17 Shares 200 Est. Cost $95.00 Unrealized
JPMORGAN DIVERSIFIED RETURN EURP EQ ETF 0.0%
Value ($000) $17 Shares 350 Est. Cost $58.18 Unrealized
AVNS Avanos Med Inc 0.0%
Value ($000) $16 Shares 375 Est. Cost $64.35 Unrealized -18.6%
JHG JANUS HENDERSON GROUP PLC 0.0%
Value ($000) $14 Shares 680 Est. Cost $29.15 Unrealized -21.3%
EZU ISHARES MSCI EUROZONE 0.0%
Value ($000) $14 Shares 420 Est. Cost $40.48 Unrealized
UA UNDER ARMOUR INC C 0.0%
Value ($000) $14 Shares 879 Est. Cost $19.30 Unrealized -1.9%
VSS VANGUARD FTSE ALL-WORLD EX-US SM-CP ETF 0.0%
Value ($000) $14 Shares 150 Est. Cost $106.67 Unrealized
OGGFX JPMORGAN SMALL CAP GROWTH I 0.0%
Value ($000) $14 Shares 959 Est. Cost $14.60 Unrealized
NPFFX American Funds New Perspective F1 0.0%
Value ($000) $14 Shares 396 Est. Cost $35.35 Unrealized
WELLS FARGO & CO 0.0%
Value ($000) $14 Shares 600 Est. Cost $25.00 Unrealized
RDWR RADWARE LTD 0.0%
Value ($000) $13 Shares 600 Est. Cost $26.82 Unrealized -14.0%
SPLV POWERSHARES S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $13 Shares 290 Est. Cost $48.28 Unrealized
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $13 Shares 200 Est. Cost $86.70 Unrealized +1.0%
VHIAX JPMORGAN GROWTH ADVANTAGE A 0.0%
Value ($000) $13 Shares 783 Est. Cost $16.60 Unrealized
KSS KOHL S CORP 0.0%
Value ($000) $13 Shares 200 Est. Cost $75.66 Unrealized -7.2%
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $12 Shares 100 Est. Cost $171.98 Unrealized -13.7%
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $12 Shares 495 Est. Cost $19.52 Unrealized +9.3%
NEU NEWMARKET CORP 0.0%
Value ($000) $12 Shares 30 Est. Cost $343.80 Unrealized -0.5%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $137.08 Unrealized -2.2%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $12 Shares 92 Est. Cost $160.38 Unrealized
VLCAX VANGUARD LARGE CAP INDEX ADMIRAL 0.0%
Value ($000) $11 Shares 197 Est. Cost $55.84 Unrealized
IWP iShares Russell Mid-Cap Growth ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $110.00 Unrealized
MITTX MFS MASSACHUSETTS INVESTORS TR A 0.0%
Value ($000) $11 Shares 444 Est. Cost $24.77 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $10 Shares 325 Est. Cost $31.86 Unrealized -6.3%
NVDA NVIDIA Corp 0.0%
Value ($000) $10 Shares 75 Est. Cost $6.44 Unrealized -26.4%
CAG Conagra Brands Inc 0.0%
Value ($000) $10 Shares 480 Est. Cost $24.32 Unrealized 0.0%
SBNY SIGNATURE BANK 0.0%
Value ($000) $10 Shares 105 Est. Cost $111.11 Unrealized
Aqua America Inc 0.0%
Value ($000) $10 Shares 300 Est. Cost $33.33 Unrealized
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value ($000) $10 Shares 100 Est. Cost $130.00 Unrealized
TUPPERWARE BRANDS CORP 0.0%
Value ($000) $10 Shares 335 Est. Cost $31.78 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $10 Shares 120 Est. Cost $83.80 Unrealized -9.5%
OXFORD LANE CAP CORP 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $10.00 Unrealized
VGK Vanguard FTSE Europe ETF 0.0%
Value ($000) $9 Shares 198 Est. Cost $52.11 Unrealized
BKH BLACK HILLS CORP 0.0%
Value ($000) $9 Shares 150 Est. Cost $45.23 Unrealized +5.4%
KMI KINDER MORGAN INC 0.0%
Value ($000) $9 Shares 592 Est. Cost $11.69 Unrealized -4.2%
BANK OF AMERICA CORPORATION 0.0%
Value ($000) $9 Shares 500 Est. Cost $22.00 Unrealized
NAESX Vanguard Small Cap Index Inv 0.0%
Value ($000) $9 Shares 148 Est. Cost $60.81 Unrealized
NUANCE COMMUNICATIONS INC 0.0%
Value ($000) $9 Shares 690 Est. Cost $15.94 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $9 Shares 175 Est. Cost $50.72 Unrealized 0.0%
Capital One Financial Corp 0.0%
Value ($000) $9 Shares 400 Est. Cost $22.50 Unrealized
OAKMX Oakmark Investor 0.0%
Value ($000) $9 Shares 134 Est. Cost $67.16 Unrealized
CMG Chipotle Mexican Grill Inc Class A 0.0%
Value ($000) $8 Shares 20 Est. Cost $9.51 Unrealized -5.0%
VYMI Vanguard Intl Hi Div Yld Idx ETF 0.0%
Value ($000) $8 Shares 150 Est. Cost $60.00 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $8 Shares 55 Est. Cost $181.82 Unrealized
LITE LUMENTUM HOLDINGS INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $59.82 Unrealized -17.7%
IXUS iShares Core MSCI Total Intl Stk ETF 0.0%
Value ($000) $7 Shares 138 Est. Cost $57.97 Unrealized
MUSA Murphy USA Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $80.24 Unrealized -4.5%
Apergy Corp 0.0%
Value ($000) $7 Shares 275 Est. Cost $40.00 Unrealized
KIRKLAND LAKE GOLD LTD 0.0%
Value ($000) $7 Shares 300 Est. Cost $23.33 Unrealized
ForeScout Technologies Inc 0.0%
Value ($000) $7 Shares 300 Est. Cost $36.67 Unrealized
VNQI Vanguard Global ex-US Real Estate ETF 0.0%
Value ($000) $7 Shares 150 Est. Cost $53.33 Unrealized
GTX Garrett Motion Inc 0.0%
Value ($000) $7 Shares 635 Est. Cost $13.85 Unrealized -1.9%
ECL ECOLAB INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $137.00 Unrealized +3.3%
ETFMG PRIME CYBER SECURITY ETF 0.0%
Value ($000) $7 Shares 228 Est. Cost $36.82 Unrealized
CCI Crown Castle International Corp 0.0%
Value ($000) $6 Shares 57 Est. Cost $81.32 Unrealized -0.4%
MAPIX Matthews Asia Dividend Investor 0.0%
Value ($000) $6 Shares 429 Est. Cost $13.99 Unrealized
FireEye Inc 0.0%
Value ($000) $6 Shares 400 Est. Cost $15.00 Unrealized
GM GENERAL MOTORS CO 0.0%
Value ($000) $6 Shares 200 Est. Cost $33.08 Unrealized -5.3%
VGTSX VANGUARD TOTAL INTL STOCK INDEX INV 0.0%
Value ($000) $6 Shares 461 Est. Cost $13.02 Unrealized
QQQ POWERSHARES QQQ ETF 0.0%
Value ($000) $6 Shares 40 Est. Cost $175.00 Unrealized
VGSIX Vanguard Real Estate Index Investor 0.0%
Value ($000) $6 Shares 270 Est. Cost $22.22 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $59.27 Unrealized -6.0%
NTR NUTRIEN LTD 0.0%
Value ($000) $6 Shares 131 Est. Cost $43.08 Unrealized -5.1%
CLX CLOROX CO 0.0%
Value ($000) $5 Shares 34 Est. Cost $114.62 Unrealized +10.4%
CNI Canadian National Railway Co 0.0%
Value ($000) $5 Shares 75 Est. Cost $76.01 Unrealized -4.7%
FBIN FORTUNE BRANDS HOME & SECURITY INC 0.0%
Value ($000) $5 Shares 140 Est. Cost $41.95 Unrealized -19.3%
Blackstone Group LP 0.0%
Value ($000) $5 Shares 200 Est. Cost $35.00 Unrealized
AA ALCOA CORP 0.0%
Value ($000) $5 Shares 225 Est. Cost $41.51 Unrealized -22.6%
HLTOY HELLENIC TELECOMMUNICATION ORGANIZATION SA 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $6.00 Unrealized
HSBC HSBC HOLDINGS PLC ADR 0.0%
Value ($000) $5 Shares 145 Est. Cost $41.38 Unrealized
EFAV iShares Edge MSCI Min Vol EAFE ETF 0.0%
Value ($000) $5 Shares 82 Est. Cost $61.72 Unrealized
MTB M&T BANK CORP 0.0%
Value ($000) $5 Shares 40 Est. Cost $137.68 Unrealized -7.3%
AEPFX AMERICAN FUNDS EUROPACIFIC GROWTH F2 0.0%
Value ($000) $4 Shares 102 Est. Cost $39.22 Unrealized
HDV Ishares Core High Dividend Etf 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $4 Shares 102 Est. Cost $49.79 Unrealized
RY ROYAL BANK OF CANADA 0.0%
Value ($000) $4 Shares 68 Est. Cost $78.40 Unrealized -6.9%
HIEMX Virtus Vontobel Emerging Markets Opps I 0.0%
Value ($000) $4 Shares 485 Est. Cost $8.25 Unrealized
BFH Alliance Data Systems Corp 0.0%
Value ($000) $4 Shares 30 Est. Cost $165.76 Unrealized -16.6%
ALERIAN MLP ETF 0.0%
Value ($000) $4 Shares 476 Est. Cost $10.50 Unrealized
The Ultimate Software Group Inc 0.0%
Value ($000) $4 Shares 20 Est. Cost $200.00 Unrealized
CLOVIS ONCOLOGY INC 0.0%
Value ($000) $4 Shares 250 Est. Cost $28.00 Unrealized
CRI CARTER S INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $84.44 Unrealized -13.6%
JBLU JETBLUE AIRWAYS CORP 0.0%
Value ($000) $4 Shares 300 Est. Cost $18.96 Unrealized -8.1%
EWBC EAST WEST BANCORP INC 0.0%
Value ($000) $4 Shares 101 Est. Cost $53.25 Unrealized -19.0%
SGOIX First Eagle Overseas I 0.0%
Value ($000) $4 Shares 226 Est. Cost $17.70 Unrealized
DDVIX Delaware Value Inst 0.0%
Value ($000) $4 Shares 248 Est. Cost $16.13 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE 0.0%
Value ($000) $4 Shares 84 Est. Cost $59.52 Unrealized
IJJ iShares S&P Mid-Cap 400 Value ETF 0.0%
Value ($000) $3 Shares 25 Est. Cost $120.00 Unrealized
FINSX Fidelity Advisor New Insights I 0.0%
Value ($000) $3 Shares 119 Est. Cost $25.21 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $15.29 Unrealized -0.4%
ROYAL DUTCH SHELL PLC SPON ADR B 0.0%
Value ($000) $3 Shares 55 Est. Cost $54.55 Unrealized
ASIX ADVANSIX INC 0.0%
Value ($000) $3 Shares 155 Est. Cost $32.81 Unrealized -22.7%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $3 Shares 571 Est. Cost $5.25 Unrealized
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $40.00 Unrealized
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $3 Shares 50 Est. Cost $85.25 Unrealized -17.2%
OAYMX Oakmark Advisor 0.0%
Value ($000) $3 Shares 47 Est. Cost $63.83 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $3 Shares 125 Est. Cost $49.21 Unrealized -24.8%
NDVIX MFS New Discovery Value I 0.0%
Value ($000) $3 Shares 256 Est. Cost $11.72 Unrealized
CERNER CORP 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.00 Unrealized
XLU SELECT SECTOR SPDR TRUST THE UTILITIES SELECT SECT 0.0%
Value ($000) $2 Shares 55 Est. Cost $36.36 Unrealized
JPMORGAN INTREPID INTERNATIONAL A 0.0%
Value ($000) $2 Shares 144 Est. Cost $13.89 Unrealized
FOOT LOCKER INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.0%
Value ($000) $2 Shares 175 Est. Cost $11.43 Unrealized
DUNKIN BRANDS GROUP INC 0.0%
Value ($000) $2 Shares 35 Est. Cost $57.14 Unrealized
PCRX Pacira Pharmaceuticals Inc 0.0%
Value ($000) $2 Shares 60 Est. Cost $43.23 Unrealized +8.0%
HTHIY HITACHI LTD 0.0%
Value ($000) $2 Shares 52 Est. Cost $57.69 Unrealized
WELLS FARGO & CO 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
PEYAX PUTNAM EQUITY INCOME A 0.0%
Value ($000) $2 Shares 102 Est. Cost $19.61 Unrealized
EQL ALPS EQUAL SECTOR WEIGHT ETF 0.0%
Value ($000) $2 Shares 34 Est. Cost $58.82 Unrealized
PBD POWERSHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $1 Shares 175 Est. Cost $11.43 Unrealized
HPQ HP INC 0.0%
Value ($000) $1 Shares 85 Est. Cost $18.79 Unrealized -2.9%
HII HUNTINGTON INGALLS INDUSTRIES INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $204.31 Unrealized -8.8%
ICLR ICON PLC 0.0%
Value ($000) $1 Shares 9 Est. Cost $143.37 Unrealized -3.7%
NPFCX AMERICAN FUNDS NEW PERSPECTIVE C 0.0%
Value ($000) $1 Shares 48 Est. Cost $20.83 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $94.62 Unrealized -14.1%
Spirit Mta Reit Com Shs Ben In 0.0%
Value ($000) $1 Shares 147 Est. Cost $10.66 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $38.47 Unrealized -19.7%
CBRE CBRE Group Inc 0.0%
Value ($000) $1 Shares 40 Est. Cost $47.69 Unrealized -13.3%
MNST MONSTER BEVERAGE CORP 0.0%
Value ($000) $1 Shares 34 Est. Cost $30.07 Unrealized -9.7%
TE CONNECTIVITY LTD 0.0%
Value ($000) $1 Shares 20 Est. Cost $85.71 Unrealized
FRCB FIRST REPUBLIC BANK 0.0%
Value ($000) $1 Shares 20 Est. Cost $97.62 Unrealized -9.1%
FSCRX FIDELITY SMALL CAP DISCOVERY 0.0%
Value ($000) $1 Shares 65 Est. Cost $15.38 Unrealized
Aptiv PLC 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
PNR PENTAIR PLC 0.0%
Value ($000) $1 Shares 39 Est. Cost $38.94 Unrealized -6.4%
BTI BRITISH AMERICAN TOBACCO PLC 0.0%
Value ($000) $1 Shares 61 Est. Cost $32.79 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
BAH BOOZ ALLEN HAMILTON HOLDING CORP 0.0%
Value ($000) $0 Shares 22 Est. Cost $42.74 Unrealized +1.0%
Touchlink Communications Inc Nevada (NV) 0.0%
Value ($000) $0 Shares 42 Est. Cost Unrealized
PACIFIC ETHANOL INC 0.0%
Value ($000) $0 Shares 67 Est. Cost Unrealized
PGN1EUR PARAGON OFFSHORE PLC 0.0%
Value ($000) $0 Shares 60 Est. Cost Unrealized
ATAC INFLATION ROTATION INVESTOR 0.0%
Value ($000) $0 Shares 28 Est. Cost Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $1.95 Unrealized -12.8%
E-Check Recovery Inc (NV) 0.0%
Value ($000) $0 Shares 28 Est. Cost Unrealized
TWITTER INC 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $42.12 Unrealized -7.4%
BC BRUNSWICK CORP 0.0%
Value ($000) $0 Shares 16 Est. Cost $57.64 Unrealized -19.0%
FUEL PERFORMANCE SOLUTIONS INC 0.0%
Value ($000) $0 Shares 2,080 Est. Cost Unrealized
FUEL PERFORMANCE SOL RESTRICTED SHARES 0.0%
Value ($000) $0 Shares 2,080 Est. Cost Unrealized
CAPITAL GROWTH SYSTEMS INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
SUNPOWER CORP 0.0%
Value ($000) $0 Shares 75 Est. Cost Unrealized
CONTANGO OIL & GAS CO 0.0%
Value ($000) $0 Shares 175 Est. Cost $5.71 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $120.79 Unrealized +7.2%
Rsl Communications Ltd (NV) 0.0%
Value ($000) $0 Shares 375 Est. Cost Unrealized
WINDSWEPT ENVIRONMENTAL GROUP INC. 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
AIG AMERICAN INTERNATIONAL GROUP INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $44.18 Unrealized -18.1%
AEPGX American Funds Europacific Growth A 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
Irvine College Of Medical Sciences In (NV) 0.0%
Value ($000) $0 Shares 37 Est. Cost Unrealized
GPS INDUSTRIES INC. 0.0%
Value ($000) $0 Shares 50,002 Est. Cost Unrealized
ADAMS DIVERSIFIED EQUITY FUND 0.0%
Value ($000) $0 Shares 75 Est. Cost Unrealized
LNWO SCIENTIFIC GAMES CORP 0.0%
Value ($000) $0 Shares 26 Est. Cost $36.28 Unrealized -44.4%
SANOFI CONTGNT VAL RT 0.0%
Value ($000) $0 Shares 1,335 Est. Cost Unrealized