RESOURCES MANAGEMENT CORP /CT/ /ADV Diversified Active

CIK: 0000749044 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 4, 2020

Total Value ($000): $448,297 (100.0% shares, 0.0% debt)

Holdings (507)

MSFT MICROSOFT CORP 4.9%
Value ($000) $22,041 Shares 139,754 Est. Cost $100.81 Unrealized +55.1%
AAPL APPLE INC 4.6%
Value ($000) $20,704 Shares 81,420 Est. Cost $49.65 Unrealized +43.1%
NEE NEXTERA ENERGY INC 3.7%
Value ($000) $16,529 Shares 68,693 Est. Cost $35.46 Unrealized +53.1%
JPM JPMORGAN CHASE & CO 2.9%
Value ($000) $13,052 Shares 144,975 Est. Cost $92.66 Unrealized +11.8%
MCD MCDONALD'S CORP 2.9%
Value ($000) $12,914 Shares 78,099 Est. Cost $135.34 Unrealized +27.0%
JNJ JOHNSON & JOHNSON 2.8%
Value ($000) $12,760 Shares 97,311 Est. Cost $108.04 Unrealized +11.2%
PG PROCTER & GAMBLE CO 2.4%
Value ($000) $10,852 Shares 98,650 Est. Cost $67.79 Unrealized +53.2%
HD HOME DEPOT INC 2.3%
Value ($000) $10,391 Shares 55,652 Est. Cost $169.84 Unrealized +11.9%
PEP PEPSICO INC 2.3%
Value ($000) $10,162 Shares 84,614 Est. Cost $90.72 Unrealized +24.3%
INTC INTEL CORP 2.2%
Value ($000) $9,972 Shares 184,263 Est. Cost $41.55 Unrealized +25.9%
ACN ACCENTURE PLC CLASS A 2.0%
Value ($000) $9,051 Shares 55,440 Est. Cost $149.23 Unrealized +18.6%
TJX TJX COMPANIES INC 2.0%
Value ($000) $8,946 Shares 187,116 Est. Cost $46.29 Unrealized +15.2%
APH AMPHENOL CORP CLASS A 1.8%
Value ($000) $8,233 Shares 112,971 Est. Cost $21.65 Unrealized +4.1%
DHR DANAHER CORP 1.8%
Value ($000) $8,066 Shares 58,276 Est. Cost $89.60 Unrealized +46.5%
PFE PFIZER INC 1.6%
Value ($000) $7,365 Shares 225,657 Est. Cost $27.65 Unrealized -6.6%
ITW ILLINOIS TOOL WORKS INC 1.5%
Value ($000) $6,856 Shares 48,239 Est. Cost $117.55 Unrealized +25.5%
ABBV ABBVIE INC 1.5%
Value ($000) $6,810 Shares 89,384 Est. Cost $67.51 Unrealized -0.5%
CVS CVS HEALTH CORP 1.5%
Value ($000) $6,809 Shares 114,767 Est. Cost $55.78 Unrealized -0.8%
BLACKROCK INC 1.5%
Value ($000) $6,667 Shares 15,154 Est. Cost $470.66 Unrealized
FISV FISERV INC 1.5%
Value ($000) $6,654 Shares 70,050 Est. Cost $79.10 Unrealized +40.4%
CVX CHEVRON CORP 1.4%
Value ($000) $6,070 Shares 83,768 Est. Cost $87.91 Unrealized -13.5%
UNITED TECHNOLOGIES CORP 1.3%
Value ($000) $5,857 Shares 62,090 Est. Cost $139.80 Unrealized
TD TORONTO-DOMINION BANK 1.3%
Value ($000) $5,797 Shares 136,742 Est. Cost $59.55 Unrealized -13.9%
BMY BRISTOL-MYERS SQUIBB COMPANY 1.2%
Value ($000) $5,414 Shares 97,138 Est. Cost $45.05 Unrealized +7.8%
VFC VF CORP 1.2%
Value ($000) $5,386 Shares 99,600 Est. Cost $85.31 Unrealized -8.6%
T AT&T INC 1.1%
Value ($000) $4,852 Shares 166,432 Est. Cost $14.77 Unrealized +23.0%
GOOGL ALPHABET INC CLASS A 1.0%
Value ($000) $4,559 Shares 3,924 Est. Cost $59.98 Unrealized +12.1%
WFC WELLS FARGO & CO 1.0%
Value ($000) $4,537 Shares 158,091 Est. Cost $46.51 Unrealized -21.2%
XOM EXXON MOBIL CORPORATION 1.0%
Value ($000) $4,457 Shares 117,395 Est. Cost $58.19 Unrealized -27.7%
UPS UNITED PARCEL SERVICE INC (UPS) CLASS B 0.9%
Value ($000) $4,180 Shares 44,743 Est. Cost $88.58 Unrealized -7.6%
ABT ABBOTT LABORATORIES 0.9%
Value ($000) $4,064 Shares 51,498 Est. Cost $57.83 Unrealized +30.3%
ADP AUTOMATIC DATA PROCESSING INC 0.9%
Value ($000) $3,895 Shares 28,496 Est. Cost $120.81 Unrealized +17.5%
BAC BANK OF AMERICA CORPORATION 0.9%
Value ($000) $3,876 Shares 182,552 Est. Cost $25.46 Unrealized +1.8%
VAW VANGUARD MATERIALS ETF 0.9%
Value ($000) $3,837 Shares 39,875 Est. Cost $131.10 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.9%
Value ($000) $3,813 Shares 28,503 Est. Cost $123.26 Unrealized +10.8%
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $3,754 Shares 95,495 Est. Cost $36.41 Unrealized +0.7%
GILD GILEAD SCIENCES INC 0.8%
Value ($000) $3,626 Shares 48,505 Est. Cost $56.53 Unrealized -2.8%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.8%
Value ($000) $3,592 Shares 32,379 Est. Cost $101.24 Unrealized -2.9%
PNC PNC FINANCIAL SERVICES GROUP INC 0.8%
Value ($000) $3,528 Shares 36,859 Est. Cost $109.37 Unrealized -0.9%
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $3,506 Shares 65,244 Est. Cost $36.24 Unrealized +13.2%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.7%
Value ($000) $3,315 Shares 99,428 Est. Cost $43.26 Unrealized
ORCL ORACLE CORPORATION 0.7%
Value ($000) $3,290 Shares 68,073 Est. Cost $43.58 Unrealized +9.0%
DIS WALT DISNEY CO 0.7%
Value ($000) $3,163 Shares 32,739 Est. Cost $122.64 Unrealized +0.7%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $2,947 Shares 11,819 Est. Cost $230.64 Unrealized +8.3%
STZ CONSTELLATION BRANDS INC CLASS A 0.6%
Value ($000) $2,576 Shares 17,966 Est. Cost $187.40 Unrealized -14.6%
COST COSTCO WHOLESALE CORP 0.6%
Value ($000) $2,566 Shares 9,000 Est. Cost $230.16 Unrealized +20.7%
DUK DUKE ENERGY CORPORATION 0.6%
Value ($000) $2,502 Shares 30,933 Est. Cost $60.03 Unrealized +21.1%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.6%
Value ($000) $2,472 Shares 73,686 Est. Cost $41.00 Unrealized
WMT WAL-MART STORES INC 0.5%
Value ($000) $2,406 Shares 21,173 Est. Cost $27.83 Unrealized +27.1%
SPY SPDR S&P 500 ETF 0.5%
Value ($000) $2,369 Shares 9,191 Est. Cost $290.86 Unrealized
SYK STRYKER CORPORATION 0.5%
Value ($000) $2,333 Shares 14,013 Est. Cost $159.58 Unrealized +14.9%
KMB KIMBERLY-CLARK CORP 0.5%
Value ($000) $2,065 Shares 16,153 Est. Cost $86.98 Unrealized +28.9%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $2,007 Shares 5,921 Est. Cost $280.07 Unrealized +19.6%
PLD Prologis Inc 0.4%
Value ($000) $2,005 Shares 24,952 Est. Cost $74.11 Unrealized -0.0%
DLR DIGITAL REALTY TRUST INC 0.4%
Value ($000) $2,001 Shares 14,407 Est. Cost $94.14 Unrealized +10.1%
ORLY O'REILLY AUTOMOTIVE INC 0.4%
Value ($000) $1,970 Shares 6,545 Est. Cost $21.34 Unrealized +19.7%
TORRINGTON WATER CO INC 0.4%
Value ($000) $1,829 Shares 48,453 Est. Cost $45.03 Unrealized
QCOM QUALCOMM INC 0.4%
Value ($000) $1,826 Shares 26,993 Est. Cost $54.64 Unrealized +31.7%
EFA ISHARES MSCI EAFE ETF 0.4%
Value ($000) $1,723 Shares 32,224 Est. Cost $67.98 Unrealized
BNS BANK OF NOVA SCOTIA 0.4%
Value ($000) $1,679 Shares 41,365 Est. Cost $39.46 Unrealized -7.0%
D DOMINION ENERGY INC 0.4%
Value ($000) $1,670 Shares 23,128 Est. Cost $51.14 Unrealized +23.4%
FTV FORTIVE CORP 0.4%
Value ($000) $1,667 Shares 30,198 Est. Cost $49.45 Unrealized -13.8%
UNP UNION PACIFIC CORP 0.4%
Value ($000) $1,656 Shares 11,744 Est. Cost $127.79 Unrealized +13.5%
AMGN AMGEN INC 0.3%
Value ($000) $1,498 Shares 7,388 Est. Cost $158.13 Unrealized +15.2%
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $1,480 Shares 5,727 Est. Cost $293.27 Unrealized
V VISA INC CLASS A 0.3%
Value ($000) $1,458 Shares 9,050 Est. Cost $138.52 Unrealized +30.4%
NEW YORK COMMUNITY BANCORP INC 0.3%
Value ($000) $1,448 Shares 154,190 Est. Cost $10.98 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $1,418 Shares 12,223 Est. Cost $120.63 Unrealized -6.0%
META FACEBOOK INC CLASS A 0.3%
Value ($000) $1,397 Shares 8,375 Est. Cost $181.74 Unrealized +7.0%
PKG PACKAGING CORP OF AMERICA 0.3%
Value ($000) $1,386 Shares 15,961 Est. Cost $89.05 Unrealized -9.0%
MRK MERCK & CO INC 0.3%
Value ($000) $1,339 Shares 17,407 Est. Cost $50.65 Unrealized +28.5%
LOW LOWE'S COMPANIES INC 0.3%
Value ($000) $1,322 Shares 15,361 Est. Cost $91.02 Unrealized +8.0%
BMO BANK OF MONTREAL 0.3%
Value ($000) $1,315 Shares 26,170 Est. Cost $59.01 Unrealized -10.8%
AVGO BROADCOM LTD 0.3%
Value ($000) $1,312 Shares 5,534 Est. Cost $20.20 Unrealized +20.2%
NFLX NETFLIX INC 0.3%
Value ($000) $1,300 Shares 3,461 Est. Cost $31.95 Unrealized +10.7%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $1,282 Shares 28,268 Est. Cost $75.47 Unrealized -24.2%
BRK/B BERKSHIRE HATHAWAY INC B 0.3%
Value ($000) $1,269 Shares 6,941 Est. Cost $205.45 Unrealized +3.5%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,207 Shares 9,124 Est. Cost $164.29 Unrealized -11.8%
EMR EMERSON ELECTRIC CO 0.3%
Value ($000) $1,198 Shares 25,135 Est. Cost $61.95 Unrealized -6.8%
MAXIM INTEGRATED PRODUCTS INC 0.2%
Value ($000) $1,075 Shares 22,119 Est. Cost $56.54 Unrealized
KO COCA-COLA CO 0.2%
Value ($000) $1,045 Shares 23,614 Est. Cost $36.30 Unrealized +23.9%
FIS FIDELITY NATIONAL INFORMATION SERVICES INC 0.2%
Value ($000) $1,038 Shares 8,537 Est. Cost $93.91 Unrealized +31.1%
CMCSA COMCAST CORP CLASS A 0.2%
Value ($000) $1,037 Shares 30,152 Est. Cost $32.99 Unrealized +9.3%
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $979 Shares 11,855 Est. Cost $93.73 Unrealized 0.0%
EEM ISHARES MSCI EMERGING MARKETS 0.2%
Value ($000) $974 Shares 28,542 Est. Cost $42.92 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.2%
Value ($000) $969 Shares 10,844 Est. Cost $78.84 Unrealized +17.5%
CL COLGATE-PALMOLIVE CO 0.2%
Value ($000) $959 Shares 14,456 Est. Cost $55.97 Unrealized +9.9%
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $938 Shares 4,698 Est. Cost $135.95 Unrealized +44.9%
BARNES GROUP INC 0.2%
Value ($000) $929 Shares 22,200 Est. Cost $70.99 Unrealized
AMZN AMAZON.COM INC 0.2%
Value ($000) $920 Shares 472 Est. Cost $93.45 Unrealized +3.6%
GENERAL ELECTRIC CO 0.2%
Value ($000) $883 Shares 111,185 Est. Cost $11.29 Unrealized
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $842 Shares 9,556 Est. Cost $53.21 Unrealized +49.4%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $822 Shares 3,578 Est. Cost $221.40 Unrealized +1.6%
RMD RESMED INC 0.2%
Value ($000) $794 Shares 5,390 Est. Cost $102.22 Unrealized +48.2%
USB U.S. BANCORP 0.2%
Value ($000) $758 Shares 22,010 Est. Cost $39.13 Unrealized -4.9%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $753 Shares 7,582 Est. Cost $109.87 Unrealized -0.2%
AME AMETEK INC 0.2%
Value ($000) $739 Shares 10,260 Est. Cost $73.35 Unrealized +18.2%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $737 Shares 8,721 Est. Cost $15.30 Unrealized +6.9%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $678 Shares 7,925 Est. Cost $98.29 Unrealized +9.5%
LAM RESEARCH CORP 0.1%
Value ($000) $666 Shares 2,774 Est. Cost $154.66 Unrealized
CBU COMMUNITY BANK SYSTEM INC 0.1%
Value ($000) $647 Shares 11,000 Est. Cost $51.28 Unrealized +5.6%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $643 Shares 6,311 Est. Cost $95.43 Unrealized +16.1%
SO SOUTHERN CO 0.1%
Value ($000) $643 Shares 11,878 Est. Cost $34.93 Unrealized +44.5%
PEOPLE S UNITED FINANCIAL INC 0.1%
Value ($000) $640 Shares 57,911 Est. Cost $16.02 Unrealized
CHCO CITY HOLDING CO 0.1%
Value ($000) $632 Shares 9,500 Est. Cost $63.61 Unrealized -3.1%
WBS WEBSTER FINANCIAL CORP 0.1%
Value ($000) $618 Shares 26,977 Est. Cost $65.05 Unrealized -37.5%
FDX FEDEX CORP 0.1%
Value ($000) $613 Shares 5,054 Est. Cost $210.22 Unrealized -40.0%
CSX CSX CORP 0.1%
Value ($000) $608 Shares 10,607 Est. Cost $21.58 Unrealized -0.0%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $595 Shares 4,072 Est. Cost $147.16 Unrealized +11.2%
STT STATE STREET CORP 0.1%
Value ($000) $588 Shares 11,035 Est. Cost $69.30 Unrealized -17.4%
LEG LEGGETT & PLATT INC 0.1%
Value ($000) $588 Shares 22,025 Est. Cost $44.91 Unrealized -7.3%
WASH WASHINGTON TRUST BANCORP INC 0.1%
Value ($000) $585 Shares 16,000 Est. Cost $38.37 Unrealized -18.5%
GIS GENERAL MILLS INC 0.1%
Value ($000) $580 Shares 10,985 Est. Cost $34.96 Unrealized +23.9%
PPL PPL CORP 0.1%
Value ($000) $575 Shares 23,300 Est. Cost $22.45 Unrealized +12.2%
PSX PHILLIPS 66 0.1%
Value ($000) $553 Shares 10,305 Est. Cost $86.06 Unrealized -25.9%
BOH BANK OF HAWAII CORP 0.1%
Value ($000) $552 Shares 10,000 Est. Cost $61.69 Unrealized +1.5%
C CITIGROUP INC 0.1%
Value ($000) $550 Shares 13,063 Est. Cost $54.60 Unrealized -0.7%
BX BLACKSTONE GROUP LP 0.1%
Value ($000) $525 Shares 11,526 Est. Cost $42.74 Unrealized +5.9%
NKE NIKE INC B 0.1%
Value ($000) $519 Shares 6,278 Est. Cost $83.65 Unrealized +2.7%
ALEXION PHARMACEUTICALS INC 0.1%
Value ($000) $516 Shares 5,745 Est. Cost $109.26 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $514 Shares 5,697 Est. Cost $76.62 Unrealized +17.7%
GLD SPDR GOLD SHARES TRUST 0.1%
Value ($000) $514 Shares 3,475 Est. Cost $112.71 Unrealized
ROST ROSS STORES INC 0.1%
Value ($000) $511 Shares 5,871 Est. Cost $85.36 Unrealized +18.0%
GBCI GLACIER BANCORP INC 0.1%
Value ($000) $493 Shares 14,500 Est. Cost $34.31 Unrealized -3.7%
TRMK TRUSTMARK CORP 0.1%
Value ($000) $489 Shares 21,000 Est. Cost $27.80 Unrealized -10.9%
LINDE PLC 0.1%
Value ($000) $486 Shares 2,807 Est. Cost $156.11 Unrealized
NBTB NBT BANCORP INC 0.1%
Value ($000) $486 Shares 15,000 Est. Cost $39.84 Unrealized -8.1%
CB CHUBB LTD 0.1%
Value ($000) $480 Shares 4,301 Est. Cost $134.05 Unrealized -2.7%
CHD CHURCH & DWIGHT COMPANY INC. 0.1%
Value ($000) $468 Shares 7,292 Est. Cost $51.78 Unrealized +27.9%
NWL NEWELL BRANDS INC 0.1%
Value ($000) $467 Shares 35,180 Est. Cost $15.28 Unrealized -14.0%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $465 Shares 5,948 Est. Cost $50.04 Unrealized +41.2%
BP BP PLC ADR 0.1%
Value ($000) $462 Shares 18,950 Est. Cost $44.82 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $456 Shares 920 Est. Cost $177.57 Unrealized +3.1%
GOOG ALPHABET INC C 0.1%
Value ($000) $450 Shares 387 Est. Cost $59.42 Unrealized +13.3%
MA MASTERCARD INC A 0.1%
Value ($000) $446 Shares 1,848 Est. Cost $200.34 Unrealized +43.7%
NSRGY NESTLE SA ADR 0.1%
Value ($000) $440 Shares 4,275 Est. Cost $83.04 Unrealized
UBSI UNITED BANKSHARES INC 0.1%
Value ($000) $439 Shares 19,000 Est. Cost $37.92 Unrealized -17.2%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $436 Shares 14,139 Est. Cost $40.89 Unrealized -12.0%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $431 Shares 29,000 Est. Cost $22.00 Unrealized -10.7%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $429 Shares 5,130 Est. Cost $94.73 Unrealized +4.5%
SBUX STARBUCKS CORP 0.1%
Value ($000) $429 Shares 6,530 Est. Cost $61.76 Unrealized +15.0%
DEO DIAGEO PLC 0.1%
Value ($000) $428 Shares 3,365 Est. Cost $139.52 Unrealized
STBA S&T BANCORP INC 0.1%
Value ($000) $426 Shares 15,600 Est. Cost $45.27 Unrealized -22.9%
ROG ROGERS CORP 0.1%
Value ($000) $425 Shares 4,500 Est. Cost $131.57 Unrealized -13.6%
COP CONOCOPHILLIPS 0.1%
Value ($000) $424 Shares 13,766 Est. Cost $55.90 Unrealized -26.7%
BRYN MAWR BANK CORP 0.1%
Value ($000) $423 Shares 14,900 Est. Cost $46.85 Unrealized
PANW PALO ALTO NETWORKS INC. 0.1%
Value ($000) $418 Shares 2,550 Est. Cost $36.86 Unrealized -5.3%
SPIRIT REALTY CAPITAL INC 0.1%
Value ($000) $417 Shares 15,940 Est. Cost $42.44 Unrealized
MMM 3M CO 0.1%
Value ($000) $412 Shares 3,016 Est. Cost $130.36 Unrealized -18.7%
AB ALLIANCEBERNSTEIN HOLDING L.P. 0.1%
Value ($000) $410 Shares 22,050 Est. Cost $30.43 Unrealized
MFC MANULIFE FINANCIAL CORP 0.1%
Value ($000) $410 Shares 32,707 Est. Cost $18.12 Unrealized -4.1%
DOW DOW CHEMICAL CO 0.1%
Value ($000) $405 Shares 13,868 Est. Cost $32.55 Unrealized -6.0%
INDB INDEPENDENT BANK CORP 0.1%
Value ($000) $402 Shares 6,250 Est. Cost $69.45 Unrealized -15.4%
MO ALTRIA GROUP INC 0.1%
Value ($000) $396 Shares 10,228 Est. Cost $33.56 Unrealized -17.9%
BCE BCE INC 0.1%
Value ($000) $395 Shares 9,679 Est. Cost $26.42 Unrealized +13.9%
WSBC WESBANCO INC 0.1%
Value ($000) $393 Shares 16,600 Est. Cost $47.84 Unrealized -34.8%
CBRL CRACKER BARREL OLD COUNTRY STORE INC 0.1%
Value ($000) $392 Shares 4,705 Est. Cost $114.58 Unrealized -4.3%
TTD THE TRADE DESK INC COM CL A 0.1%
Value ($000) $389 Shares 2,015 Est. Cost $24.69 Unrealized +4.8%
FIBK FIRST INTERSTATE BANCSYSTEM INC 0.1%
Value ($000) $389 Shares 13,500 Est. Cost $30.14 Unrealized -15.4%
AFL AFLAC INC 0.1%
Value ($000) $372 Shares 10,857 Est. Cost $38.48 Unrealized +3.1%
OXFORD LANE CAP COR PFD SER 2027 PRF 0.1%
Value ($000) $370 Shares 20,600 Est. Cost $17.96 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $369 Shares 5,061 Est. Cost $55.49 Unrealized +9.5%
ITRI ITRON INC 0.1%
Value ($000) $368 Shares 6,590 Est. Cost $71.86 Unrealized +5.8%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $356 Shares 3,845 Est. Cost $95.26 Unrealized +9.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP A 0.1%
Value ($000) $355 Shares 7,649 Est. Cost $70.24 Unrealized -22.4%
SPLUNK INC 0.1%
Value ($000) $355 Shares 2,812 Est. Cost $145.04 Unrealized
OMC OMNICOM GROUP INC 0.1%
Value ($000) $342 Shares 6,230 Est. Cost $57.11 Unrealized +0.1%
DIME COMMUNITY BANCSHARES INC 0.1%
Value ($000) $338 Shares 24,675 Est. Cost $17.83 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $329 Shares 10,086 Est. Cost $40.38 Unrealized -3.2%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $328 Shares 9,632 Est. Cost $25.91 Unrealized -30.0%
MONROE CAP CORP NT PFD 0.1%
Value ($000) $321 Shares 16,200 Est. Cost $19.81 Unrealized
WRB WR BERKLEY CORP 0.1%
Value ($000) $318 Shares 6,097 Est. Cost $22.07 Unrealized +18.9%
ALLE ALLEGION PLC 0.1%
Value ($000) $311 Shares 3,379 Est. Cost $76.93 Unrealized +44.0%
BKU BANKUNITED INC 0.1%
Value ($000) $307 Shares 16,400 Est. Cost $30.96 Unrealized -21.2%
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $304 Shares 4,349 Est. Cost $80.62 Unrealized
FFBC FIRST FINANCIAL BANCORP 0.1%
Value ($000) $297 Shares 19,915 Est. Cost $22.88 Unrealized -27.1%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $289 Shares 1,019 Est. Cost $234.46 Unrealized +32.4%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $285 Shares 2,200 Est. Cost $153.61 Unrealized +8.5%
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $279 Shares 9,494 Est. Cost $23.51 Unrealized +0.1%
JPIN JPMORGAN DIVERSIFIED RETURN INTL EQ ETF 0.1%
Value ($000) $277 Shares 6,400 Est. Cost $58.35 Unrealized
VOO VANGUARD 500 ETF 0.1%
Value ($000) $277 Shares 1,171 Est. Cost $269.97 Unrealized
BA BOEING CO 0.1%
Value ($000) $274 Shares 1,840 Est. Cost $340.34 Unrealized -19.8%
UMPQUA HOLDINGS CORP 0.1%
Value ($000) $273 Shares 25,000 Est. Cost $20.80 Unrealized
BERKSHIRE HAT A 100TH 0.1%
Value ($000) $272 Shares 100 Est. Cost $2720.00 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $272 Shares 2,962 Est. Cost $82.07 Unrealized +14.8%
DOC HEALTHPEAK PROPERTIES ORD 0.1%
Value ($000) $272 Shares 11,385 Est. Cost $25.22 Unrealized -5.2%
Priority Income Fund Inc Pfd C 0.1%
Value ($000) $266 Shares 12,000 Est. Cost $22.17 Unrealized
IR INGERSOLL-RAND PLC 0.1%
Value ($000) $259 Shares 10,447 Est. Cost $31.60 Unrealized 0.0%
CBRE CBRE GROUP INC 0.1%
Value ($000) $258 Shares 6,840 Est. Cost $54.35 Unrealized +1.7%
VB VANGUARD SMALL CAP ETF 0.1%
Value ($000) $257 Shares 2,227 Est. Cost $154.42 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS INC 0.1%
Value ($000) $246 Shares 2,594 Est. Cost $112.34 Unrealized -8.1%
ARI APOLLO COMMERCIAL REAL ESTATE FINANCE INC 0.1%
Value ($000) $244 Shares 32,900 Est. Cost $18.52 Unrealized
VLY VALLEY NATIONAL BANCORP 0.1%
Value ($000) $242 Shares 33,100 Est. Cost $12.07 Unrealized -18.9%
PACWEST BANCORP 0.1%
Value ($000) $233 Shares 13,000 Est. Cost $47.60 Unrealized
RLJ RLJ Lodging Trust 0.1%
Value ($000) $230 Shares 29,750 Est. Cost $19.86 Unrealized
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $227 Shares 1,501 Est. Cost $145.94 Unrealized -2.5%
LABORATORY CORP OF AMERICA HLDGS 0.0%
Value ($000) $224 Shares 1,770 Est. Cost $173.41 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC CLASS A 0.0%
Value ($000) $222 Shares 4,430 Est. Cost $35.59 Unrealized +31.2%
FBNC FIRST BANCORP 0.0%
Value ($000) $215 Shares 9,300 Est. Cost $35.19 Unrealized -19.4%
BOKF BOK FINANCIAL CORP 0.0%
Value ($000) $213 Shares 5,000 Est. Cost $82.31 Unrealized -26.9%
THE COOPER COMPANIES INC 0.0%
Value ($000) $207 Shares 752 Est. Cost $278.82 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $196 Shares 850 Est. Cost $204.54 Unrealized +27.5%
SNA SNAP-ON INC 0.0%
Value ($000) $196 Shares 1,800 Est. Cost $133.37 Unrealized -5.2%
INGR INGREDION INC 0.0%
Value ($000) $193 Shares 2,555 Est. Cost $101.76 Unrealized -15.6%
ILMN ILLUMINA INC 0.0%
Value ($000) $191 Shares 700 Est. Cost $320.46 Unrealized -12.7%
CNC CENTENE CORP 0.0%
Value ($000) $186 Shares 3,127 Est. Cost $54.82 Unrealized +10.7%
VWDRY VESTAS WIND SYSTEMS A/S 0.0%
Value ($000) $185 Shares 6,842 Est. Cost $25.12 Unrealized
OSIS OSI SYSTEMS INC 0.0%
Value ($000) $183 Shares 2,655 Est. Cost $77.62 Unrealized +10.1%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $180 Shares 686 Est. Cost $366.96 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $178 Shares 8,573 Est. Cost $27.53 Unrealized
KHC THE KRAFT HEINZ CO 0.0%
Value ($000) $168 Shares 6,777 Est. Cost $41.57 Unrealized -50.2%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $167 Shares 1,400 Est. Cost $91.76 Unrealized +25.8%
AUB ATLANTIC UN BANKSHARES CORP 0.0%
Value ($000) $164 Shares 7,500 Est. Cost $28.88 Unrealized -14.2%
LLY ELI LILLY AND CO 0.0%
Value ($000) $160 Shares 1,150 Est. Cost $100.79 Unrealized +27.2%
MRSH MARSH & MCLENNAN COMPANIES INC 0.0%
Value ($000) $160 Shares 1,850 Est. Cost $75.30 Unrealized +29.3%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $159 Shares 840 Est. Cost $213.42 Unrealized +4.8%
XLE SELECT SECTOR SPDR TRUST SHS BEN INT ENERGY 0.0%
Value ($000) $153 Shares 5,255 Est. Cost $41.40 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $149 Shares 30,775 Est. Cost $6.82 Unrealized -17.1%
UAA UNDER ARMOUR INC CLASS A 0.0%
Value ($000) $140 Shares 15,205 Est. Cost $20.82 Unrealized -22.8%
CI CIGNA CORP 0.0%
Value ($000) $138 Shares 779 Est. Cost $190.77 Unrealized -7.0%
XLV SELECT SECTOR SPDR TRUST THE HEALTH CARE SELECT SE 0.0%
Value ($000) $137 Shares 1,543 Est. Cost $93.55 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $134 Shares 2,065 Est. Cost $73.45 Unrealized +0.0%
XLI INDUSTRIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $134 Shares 2,270 Est. Cost $77.87 Unrealized
IBOC INTERNATIONAL BANCSHARES CORP 0.0%
Value ($000) $134 Shares 5,000 Est. Cost $36.82 Unrealized -18.6%
BRISTOL MYERS SQUIBB CONTINGENT RTS 0.0%
Value ($000) $130 Shares 34,150 Est. Cost $3.02 Unrealized
NVS NOVARTIS AG ADR 0.0%
Value ($000) $129 Shares 1,560 Est. Cost $86.06 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $124 Shares 3,766 Est. Cost $62.43 Unrealized
WWD WOODWARD INC 0.0%
Value ($000) $119 Shares 2,000 Est. Cost $76.64 Unrealized +30.2%
EML THE EASTERN CO 0.0%
Value ($000) $117 Shares 6,000 Est. Cost $24.89 Unrealized -5.6%
PFF ISHARES U.S. PREFERRED STOCK ETF 0.0%
Value ($000) $113 Shares 3,535 Est. Cost $31.97 Unrealized
XLY SELECT SECTOR SPDR FUND SHS BEN CONSUMER DISCRETIO 0.0%
Value ($000) $112 Shares 1,143 Est. Cost $117.06 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $112 Shares 3,196 Est. Cost $66.61 Unrealized
AJG ARTHUR J. GALLAGHER & CO 0.0%
Value ($000) $110 Shares 1,355 Est. Cost $64.99 Unrealized +37.5%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $109 Shares 3,225 Est. Cost $42.71 Unrealized -17.2%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $109 Shares 956 Est. Cost $166.63 Unrealized
VIACOMCBS CL B ORD 0.0%
Value ($000) $109 Shares 7,795 Est. Cost $29.02 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $106 Shares 1,575 Est. Cost $79.16 Unrealized -5.0%
SVB Financial Group 0.0%
Value ($000) $102 Shares 674 Est. Cost $217.26 Unrealized
NUSTAR ENERGY L.P. 0.0%
Value ($000) $102 Shares 11,840 Est. Cost $27.80 Unrealized
AVANGRID INC 0.0%
Value ($000) $101 Shares 2,300 Est. Cost $47.01 Unrealized
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $100 Shares 1,910 Est. Cost $39.03 Unrealized +18.6%
ODFL OLD DOMINION FREIGHT LINES INC 0.0%
Value ($000) $98 Shares 750 Est. Cost $54.19 Unrealized +19.4%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $97 Shares 1,200 Est. Cost $64.93 Unrealized +18.2%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $96 Shares 960 Est. Cost $115.36 Unrealized +3.2%
TTC TORO CO 0.0%
Value ($000) $94 Shares 1,440 Est. Cost $65.54 Unrealized +15.8%
LII LENNOX INTERNATIONAL INC 0.0%
Value ($000) $89 Shares 490 Est. Cost $199.03 Unrealized +7.9%
HWC HANCOCK HOLDING CO 0.0%
Value ($000) $88 Shares 4,500 Est. Cost $50.31 Unrealized -31.4%
HSBC HOLDINGS PLC 0.0%
Value ($000) $88 Shares 3,500 Est. Cost $25.14 Unrealized
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $88 Shares 479 Est. Cost $215.16 Unrealized +4.4%
NEM NEWMONT MINING CORP 0.0%
Value ($000) $86 Shares 1,900 Est. Cost $27.06 Unrealized +40.0%
ETN EATON CORP PLC 0.0%
Value ($000) $80 Shares 1,025 Est. Cost $71.13 Unrealized +16.2%
SRE SEMPRA ENERGY 0.0%
Value ($000) $80 Shares 711 Est. Cost $56.85 Unrealized +2.7%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHAR 0.0%
Value ($000) $79 Shares 760 Est. Cost $106.41 Unrealized
AEP AMERICAN ELECTRIC POWER CO INC 0.0%
Value ($000) $78 Shares 978 Est. Cost $54.88 Unrealized +39.5%
DEUTSCHE BANK CONTINGENT CAPITAL TRUST II 0.0%
Value ($000) $75 Shares 3,000 Est. Cost $25.00 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $75 Shares 355 Est. Cost $202.26 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $74 Shares 550 Est. Cost $123.13 Unrealized +14.4%
SHW SHERWIN-WILLIAMS CO 0.0%
Value ($000) $74 Shares 160 Est. Cost $140.02 Unrealized +22.3%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $74 Shares 835 Est. Cost $67.16 Unrealized +11.1%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $72 Shares 707 Est. Cost $132.26 Unrealized +1.3%
VARIAN MEDICAL SYSTEMS INC 0.0%
Value ($000) $72 Shares 700 Est. Cost $111.00 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $71 Shares 551 Est. Cost $127.37 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $71 Shares 875 Est. Cost $84.05 Unrealized -0.1%
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $67 Shares 833 Est. Cost $71.29 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value ($000) $67 Shares 466 Est. Cost $148.53 Unrealized +14.0%
EPR EPR PROPERTIES 0.0%
Value ($000) $66 Shares 2,720 Est. Cost $54.06 Unrealized
GMF SPDR S&P EMERGING ASIA PACIFIC ETF 0.0%
Value ($000) $66 Shares 775 Est. Cost $96.00 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $66 Shares 1,220 Est. Cost $54.28 Unrealized
GIL GILDAN ACTIVEWEAR INC COM 0.0%
Value ($000) $65 Shares 5,100 Est. Cost $25.75 Unrealized -15.1%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $64 Shares 1,375 Est. Cost $76.34 Unrealized -32.0%
ETR ENTERGY CORP 0.0%
Value ($000) $62 Shares 665 Est. Cost $31.55 Unrealized +51.4%
OKE ONEOK INC 0.0%
Value ($000) $62 Shares 2,856 Est. Cost $42.78 Unrealized -3.7%
Priority Income Fund Inc Pfd Ser A 0.0%
Value ($000) $61 Shares 2,800 Est. Cost $21.79 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $60 Shares 1,677 Est. Cost $59.92 Unrealized -20.7%
MS MORGAN STANLEY 0.0%
Value ($000) $59 Shares 1,725 Est. Cost $38.94 Unrealized +0.5%
RVTY PERKINELMER INC 0.0%
Value ($000) $57 Shares 759 Est. Cost $84.34 Unrealized +3.8%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $57 Shares 643 Est. Cost $110.42 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $56 Shares 1,800 Est. Cost $12.51 Unrealized +21.2%
MCO MOODY'S CORPORATION 0.0%
Value ($000) $56 Shares 266 Est. Cost $164.89 Unrealized +40.3%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $55 Shares 550 Est. Cost $77.27 Unrealized +22.9%
CMI CUMMINS INC 0.0%
Value ($000) $55 Shares 410 Est. Cost $122.00 Unrealized +10.4%
WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP 0.0%
Value ($000) $54 Shares 1,126 Est. Cost $103.16 Unrealized -35.7%
SALISBURY BANCORP INC 0.0%
Value ($000) $54 Shares 1,744 Est. Cost $41.77 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $53 Shares 4,587 Est. Cost $62.38 Unrealized -51.8%
HAL HALLIBURTON CO 0.0%
Value ($000) $53 Shares 7,785 Est. Cost $35.57 Unrealized -56.1%
RAYTHEON CO 0.0%
Value ($000) $52 Shares 400 Est. Cost $204.19 Unrealized
ALLERGAN PLC 0.0%
Value ($000) $51 Shares 286 Est. Cost $188.81 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $50 Shares 300 Est. Cost $177.78 Unrealized
MMS MAXIMUS INC 0.0%
Value ($000) $49 Shares 845 Est. Cost $64.92 Unrealized +4.6%
AZN ASTRAZENECA PLC EACH ADS REPRESENTING 1/2 OF AN OR 0.0%
Value ($000) $49 Shares 1,100 Est. Cost $39.09 Unrealized
SMG THE SCOTTS MIRACLE GRO CO 0.0%
Value ($000) $49 Shares 475 Est. Cost $87.69 Unrealized 0.0%
KAMAN CORP 0.0%
Value ($000) $48 Shares 1,237 Est. Cost $66.57 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $46 Shares 550 Est. Cost $73.78 Unrealized +32.5%
RJF RAYMOND JAMES FINANCIAL INC 0.0%
Value ($000) $46 Shares 720 Est. Cost $54.90 Unrealized -6.2%
DVA DAVITA INC 0.0%
Value ($000) $44 Shares 580 Est. Cost $70.70 Unrealized +11.2%
AEE AMEREN CORP 0.0%
Value ($000) $44 Shares 600 Est. Cost $51.05 Unrealized +31.0%
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $43 Shares 731 Est. Cost $64.41 Unrealized +6.9%
XLB MATERIALS SELECT SECTOR SPDR ETF 0.0%
Value ($000) $43 Shares 950 Est. Cost $57.20 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $43 Shares 822 Est. Cost $67.31 Unrealized -12.4%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $41 Shares 750 Est. Cost $48.48 Unrealized +9.5%
EXC EXELON CORP 0.0%
Value ($000) $41 Shares 1,110 Est. Cost $23.80 Unrealized +7.0%
UGI UGI CORP 0.0%
Value ($000) $40 Shares 1,500 Est. Cost $53.89 Unrealized -29.7%
BANCORPSOUTH BANK SER A NON CUML PERPTL PFD 0.0%
Value ($000) $38 Shares 1,800 Est. Cost $21.11 Unrealized
OFS CAP CORP CALLABLE PREFERRED SHARES 0.0%
Value ($000) $36 Shares 2,000 Est. Cost $18.00 Unrealized
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $35 Shares 367 Est. Cost $93.41 Unrealized +17.9%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $35 Shares 445 Est. Cost $79.50 Unrealized -2.0%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $35 Shares 1,461 Est. Cost $54.25 Unrealized -29.3%
EWX SPDR S&P EMERGING MARKETS SMALL CAP ETF 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $44.00 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $31 Shares 330 Est. Cost $74.31 Unrealized +11.7%
EOG EOG RESOURCES INC 0.0%
Value ($000) $30 Shares 835 Est. Cost $90.49 Unrealized -45.1%
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $30 Shares 589 Est. Cost $45.18 Unrealized -0.7%
IWF ISHARES RUSSELL 1000 GROWTH 0.0%
Value ($000) $29 Shares 192 Est. Cost $130.21 Unrealized
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $29 Shares 200 Est. Cost $114.48 Unrealized +52.2%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $29 Shares 495 Est. Cost $56.31 Unrealized
NGG NATIONAL GRID PLC ADR 0.0%
Value ($000) $28 Shares 483 Est. Cost $57.97 Unrealized
DE DEERE & CO 0.0%
Value ($000) $28 Shares 200 Est. Cost $128.61 Unrealized +13.3%
IJR ISHARES CORE S&P SMALL-CAP 0.0%
Value ($000) $27 Shares 477 Est. Cost $65.90 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $27 Shares 205 Est. Cost $151.83 Unrealized +2.3%
BIIB BIOGEN INC 0.0%
Value ($000) $27 Shares 85 Est. Cost $344.30 Unrealized -11.9%
ATLASSIAN CORPORATION PLC 0.0%
Value ($000) $27 Shares 200 Est. Cost $95.00 Unrealized
IWD ISHARES RUSSELL 1000 VALUE 0.0%
Value ($000) $26 Shares 265 Est. Cost $109.43 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $26 Shares 200 Est. Cost $104.34 Unrealized +57.0%
MAGELLAN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $26 Shares 700 Est. Cost $65.71 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $25 Shares 400 Est. Cost $70.68 Unrealized -4.6%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $25 Shares 125 Est. Cost $229.02 Unrealized +17.3%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $25 Shares 159 Est. Cost $159.75 Unrealized
VV Vanguard Large-Cap ETF 0.0%
Value ($000) $25 Shares 210 Est. Cost $133.33 Unrealized
SAN BANO SANTANDER SA ADR 0.0%
Value ($000) $25 Shares 10,635 Est. Cost $2.35 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value ($000) $24 Shares 851 Est. Cost $48.02 Unrealized 0.0%
WSO WATSCO INC 0.0%
Value ($000) $24 Shares 150 Est. Cost $176.68 Unrealized -4.4%
KANSAS CITY SOUTHERN 0.0%
Value ($000) $24 Shares 185 Est. Cost $110.45 Unrealized
IJH ISHARES CORE S&P MID-CAP 0.0%
Value ($000) $23 Shares 158 Est. Cost $164.56 Unrealized
VEEV Veeva Systems Inc 0.0%
Value ($000) $23 Shares 150 Est. Cost $160.40 Unrealized -8.6%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $23 Shares 655 Est. Cost $75.67 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $23 Shares 1,710 Est. Cost $52.03 Unrealized -51.4%
XLRE REAL ESTATE SELECT SECTOR SPDR 0.0%
Value ($000) $23 Shares 747 Est. Cost $32.19 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $22 Shares 475 Est. Cost $34.32 Unrealized +15.5%
Priority Income 6.375 12/31/24 21 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $22.00 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 0.0%
Value ($000) $22 Shares 500 Est. Cost $40.69 Unrealized +8.5%
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value ($000) $22 Shares 201 Est. Cost $118.11 Unrealized
HPQ HP INC 0.0%
Value ($000) $21 Shares 1,200 Est. Cost $15.31 Unrealized +7.7%
AOS A.O. SMITH CORP 0.0%
Value ($000) $21 Shares 550 Est. Cost $51.29 Unrealized -25.3%
FE FIRSTENERGY CORP 0.0%
Value ($000) $21 Shares 530 Est. Cost $36.33 Unrealized 0.0%
FLAGSTAR BANCORP INC 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $31.00 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value ($000) $20 Shares 400 Est. Cost $56.10 Unrealized -11.6%
VEREIT INC CLASS A 0.0%
Value ($000) $20 Shares 4,096 Est. Cost $7.08 Unrealized
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $20 Shares 1,430 Est. Cost $23.08 Unrealized
THE CONNECTICUT LIGHT & POWER CO 0.0%
Value ($000) $19 Shares 362 Est. Cost $52.49 Unrealized
THE INTERPUBLIC GROUP OF COMPANIES INC 0.0%
Value ($000) $19 Shares 1,150 Est. Cost $17.12 Unrealized -2.4%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $19 Shares 500 Est. Cost $40.99 Unrealized 0.0%
ZS Zscaler Inc 0.0%
Value ($000) $18 Shares 300 Est. Cost $72.02 Unrealized -23.6%
EPD ENTERPRISE PRODUCTS PARTNERS L.P. 0.0%
Value ($000) $18 Shares 1,225 Est. Cost $27.18 Unrealized
B RILEY FINL INC SR NT 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $18.00 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $17 Shares 1,094 Est. Cost $20.42 Unrealized -4.0%
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $17 Shares 240 Est. Cost $85.71 Unrealized
MET METLIFE INC 0.0%
Value ($000) $16 Shares 532 Est. Cost $35.53 Unrealized +2.6%
Consumers Energy Co 0.0%
Value ($000) $16 Shares 150 Est. Cost $106.67 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $15 Shares 235 Est. Cost $63.41 Unrealized
WELLS FARGO & CO 0.0%
Value ($000) $15 Shares 600 Est. Cost $26.67 Unrealized
CAPSTEAD MORTGAGE CORP 0.0%
Value ($000) $15 Shares 3,650 Est. Cost $7.89 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $15 Shares 300 Est. Cost $85.67 Unrealized -7.2%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $15 Shares 100 Est. Cost $184.40 Unrealized 0.0%
AEO AMERICAN EAGLE OUTFITTERS INC 0.0%
Value ($000) $14 Shares 1,800 Est. Cost $12.79 Unrealized -14.2%
KEY KEYCORP 0.0%
Value ($000) $14 Shares 1,360 Est. Cost $14.64 Unrealized -15.0%
SPLV POWERSHARES S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $14 Shares 290 Est. Cost $48.28 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $14 Shares 190 Est. Cost $75.45 Unrealized +2.2%
RDWR RADWARE LTD 0.0%
Value ($000) $13 Shares 600 Est. Cost $26.82 Unrealized -12.3%
MUSA MURPHY USA INC 0.0%
Value ($000) $13 Shares 150 Est. Cost $82.86 Unrealized +21.7%
TGT TARGET CORP 0.0%
Value ($000) $13 Shares 145 Est. Cost $74.85 Unrealized +26.9%
BALL BALL CORP 0.0%
Value ($000) $13 Shares 200 Est. Cost $69.22 Unrealized -5.7%
NSP INSPERITY INC 0.0%
Value ($000) $13 Shares 350 Est. Cost $90.47 Unrealized -33.6%
HPE HEWLETT PACKERD ENTERPRISE CO 0.0%
Value ($000) $12 Shares 1,200 Est. Cost $13.11 Unrealized -17.4%
WTRG ESSENTIAL UTILITIES ORD 0.0%
Value ($000) $12 Shares 300 Est. Cost $47.18 Unrealized 0.0%
VSS VANGUARD FTSE ALL-WORLD EX-US SM-CP ETF 0.0%
Value ($000) $12 Shares 150 Est. Cost $106.67 Unrealized
AHCO ADAPTHEALTH CORP ORDINARY SHARES 0.0%
Value ($000) $12 Shares 750 Est. Cost $9.95 Unrealized +42.1%
CTVA CORTEVA INC 0.0%
Value ($000) $12 Shares 509 Est. Cost $26.65 Unrealized -4.0%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $12 Shares 100 Est. Cost $110.00 Unrealized
NEU NEWMARKET CORP 0.0%
Value ($000) $11 Shares 30 Est. Cost $343.80 Unrealized +8.3%
EZU ISHARES MSCI EUROZONE 0.0%
Value ($000) $11 Shares 350 Est. Cost $40.48 Unrealized
NVDA NVIDIA Corp 0.0%
Value ($000) $11 Shares 40 Est. Cost $6.38 Unrealized -1.5%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $11 Shares 120 Est. Cost $83.80 Unrealized +17.3%
MKSI MKS INSTRUMENTS INC 0.0%
Value ($000) $11 Shares 130 Est. Cost $78.64 Unrealized +24.4%
BKH BLACK HILLS CORP 0.0%
Value ($000) $10 Shares 150 Est. Cost $45.23 Unrealized +31.4%
CMG CHIPOTLE MEXICAN GRILL INC CLASS A 0.0%
Value ($000) $10 Shares 15 Est. Cost $9.51 Unrealized +66.2%
AVNS AVANOS MED INC 0.0%
Value ($000) $10 Shares 375 Est. Cost $64.35 Unrealized -53.6%
FBIN FORTUNE BRANDS HOME & SECURITY INC 0.0%
Value ($000) $9 Shares 200 Est. Cost $48.33 Unrealized 0.0%
GLAXOSMITHKLINE PLC ADR 0.0%
Value ($000) $9 Shares 246 Est. Cost $40.09 Unrealized
VBR VANGUARD SMALL-CAP VALUE ETF 0.0%
Value ($000) $9 Shares 98 Est. Cost $139.24 Unrealized
UVV Universal Corp 0.0%
Value ($000) $9 Shares 200 Est. Cost $56.05 Unrealized -11.0%
FORESCOUT TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 300 Est. Cost $36.67 Unrealized
ETFMG PRIME CYBER SECURITY ETF 0.0%
Value ($000) $9 Shares 260 Est. Cost $35.89 Unrealized
LEA LEAR CORP 0.0%
Value ($000) $9 Shares 110 Est. Cost $147.10 Unrealized -30.4%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $9 Shares 117 Est. Cost $60.39 Unrealized +17.3%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $9 Shares 360 Est. Cost $19.52 Unrealized +19.3%
NUANCE COMMUNICATIONS INC 0.0%
Value ($000) $8 Shares 490 Est. Cost $15.94 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $8 Shares 592 Est. Cost $11.69 Unrealized +14.3%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $8 Shares 95 Est. Cost $102.35 Unrealized -7.2%
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value ($000) $8 Shares 100 Est. Cost $130.00 Unrealized
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $8 Shares 19 Est. Cost $466.57 Unrealized +4.8%
CCI CROWN CASTLE INTERNATIONAL CORP 0.0%
Value ($000) $8 Shares 57 Est. Cost $81.32 Unrealized +41.3%
OHI OMEGA HEALTHCARE INVESTORS INC 0.0%
Value ($000) $8 Shares 300 Est. Cost $43.33 Unrealized
APPN APPIAN CORP CL A 0.0%
Value ($000) $8 Shares 200 Est. Cost $46.82 Unrealized -0.7%
ANNALY CAPITAL MANAGEMENT INC 0.0%
Value ($000) $8 Shares 1,550 Est. Cost $10.20 Unrealized
PNW PINNACLE WEST CAPITAL CORP 0.0%
Value ($000) $8 Shares 102 Est. Cost $70.35 Unrealized 0.0%
SBNY SIGNATURE BANK 0.0%
Value ($000) $8 Shares 105 Est. Cost $111.11 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $137.00 Unrealized +28.7%
URI United Rentals Inc 0.0%
Value ($000) $8 Shares 75 Est. Cost $117.42 Unrealized +9.3%
SCE Trust IV 0.0%
Value ($000) $7 Shares 400 Est. Cost $17.50 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $6 Shares 45 Est. Cost $161.15 Unrealized
PNC FINANCIAL SERVICES GROUP INC 0.0%
Value ($000) $6 Shares 250 Est. Cost $24.00 Unrealized
ADBE ADOBE SYSTEMS IIN 0.0%
Value ($000) $6 Shares 19 Est. Cost $342.05 Unrealized 0.0%
VNQI Vanguard Global ex-US Real Estate ETF 0.0%
Value ($000) $6 Shares 150 Est. Cost $53.33 Unrealized
ANAPLAN INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $45.00 Unrealized
HLTOY HELLENIC TELECOMMUNICATION ORGANIZATION SA 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $6.00 Unrealized
BCSF BAIN CAPITAL SPECIALTY FINANCE INC 0.0%
Value ($000) $6 Shares 600 Est. Cost $9.33 Unrealized -6.8%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $5 Shares 176 Est. Cost $35.63 Unrealized -20.0%
JHG JANUS HENDERSON GROUP PLC 0.0%
Value ($000) $5 Shares 325 Est. Cost $29.15 Unrealized -24.5%
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 0.0%
Value ($000) $5 Shares 86 Est. Cost $62.13 Unrealized
EAT BRINKER INTERNATIONAL INC 0.0%
Value ($000) $5 Shares 425 Est. Cost $40.23 Unrealized -17.2%
ESS ESSEX PROPERTY TRUST INC 0.0%
Value ($000) $5 Shares 22 Est. Cost $249.55 Unrealized -6.9%
FTNT FORTINET INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $15.29 Unrealized +40.2%
PAA PLAINS ALL AMERICAN PIPELINE LP 0.0%
Value ($000) $4 Shares 800 Est. Cost $24.84 Unrealized
QQQ POWERSHARES QQQ ETF 0.0%
Value ($000) $4 Shares 20 Est. Cost $175.00 Unrealized
ALC ALCON INC ORD SHS 0.0%
Value ($000) $4 Shares 80 Est. Cost $59.15 Unrealized -4.2%
UA UNDER ARMOUR INC C 0.0%
Value ($000) $4 Shares 501 Est. Cost $19.32 Unrealized -25.8%
FORTIVE CORP 0.0%
Value ($000) $4 Shares 5 Est. Cost $800.00 Unrealized
MTB M&T BANK CORP 0.0%
Value ($000) $4 Shares 40 Est. Cost $137.68 Unrealized -12.0%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
ITA ISHARES US AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $4 Shares 27 Est. Cost $148.15 Unrealized
KBR KBR INC 0.0%
Value ($000) $4 Shares 194 Est. Cost $26.16 Unrealized -7.9%
JH FINANCIAL OPPORTUNITIES 0.0%
Value ($000) $4 Shares 200 Est. Cost $35.00 Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $4 Shares 234 Est. Cost $32.45 Unrealized +9.9%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $4 Shares 106 Est. Cost $49.88 Unrealized
OXFORD LANE CAP CORP 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $10.00 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $4 Shares 19 Est. Cost $210.53 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $3 Shares 100 Est. Cost $43.08 Unrealized -23.9%
JPMORGAN CHASE & CO PFD 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
COHEN & STEERS TOT RET REALTY 0.0%
Value ($000) $3 Shares 325 Est. Cost $9.23 Unrealized
CERNER CORP 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $3 Shares 25 Est. Cost $120.00 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTL STK ETF 0.0%
Value ($000) $3 Shares 65 Est. Cost $57.97 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $3 Shares 103 Est. Cost $29.11 Unrealized -0.8%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $40.00 Unrealized
ERIC TELEFONAKTIEBOLAGET L M ERICSSON 0.0%
Value ($000) $3 Shares 384 Est. Cost $7.81 Unrealized
XLU SELECT SECTOR SPDR TRUST THE UTILITIES SELECT SECT 0.0%
Value ($000) $3 Shares 55 Est. Cost $36.36 Unrealized
MGA MAGNA INTERNATIONAL INC 0.0%
Value ($000) $3 Shares 80 Est. Cost $38.10 Unrealized 0.0%
VGK Vanguard FTSE Europe ETF 0.0%
Value ($000) $3 Shares 73 Est. Cost $52.11 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $37.70 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $294.28 Unrealized +39.4%
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $2 Shares 31 Est. Cost $119.64 Unrealized 0.0%
WELLS FARGO & CO 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.00 Unrealized
NVAX NOVAVAX INC 0.0%
Value ($000) $2 Shares 145 Est. Cost $8.46 Unrealized 0.0%
CLOVIS ONCOLOGY INC 0.0%
Value ($000) $2 Shares 250 Est. Cost $28.00 Unrealized
PCRX PACIRA PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 60 Est. Cost $43.23 Unrealized -3.9%
WEN THE WENDY'S CO 0.0%
Value ($000) $2 Shares 127 Est. Cost $19.67 Unrealized 0.0%
HTHIY HITACHI LTD 0.0%
Value ($000) $2 Shares 40 Est. Cost $57.69 Unrealized
APERGY CORP 0.0%
Value ($000) $2 Shares 275 Est. Cost $40.00 Unrealized
Sterling Bancorp 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $2 Shares 55 Est. Cost $45.99 Unrealized 0.0%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $2 Shares 46 Est. Cost $50.44 Unrealized 0.0%
MFIC APOLLO INVESTMENT CORP 0.0%
Value ($000) $2 Shares 241 Est. Cost $7.39 Unrealized -3.9%
BOTZ GLOBAL X ROBOTICS & ARTFCL INTLLGNC ETF 0.0%
Value ($000) $2 Shares 110 Est. Cost $18.18 Unrealized
AAL AMERICAN AIRLINES GROUP INC 0.0%
Value ($000) $1 Shares 62 Est. Cost $29.02 Unrealized -21.6%
ANGLOGOLD ASHANTI LTD 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
TELIGENT INC 0.0%
Value ($000) $1 Shares 3,600 Est. Cost $0.28 Unrealized
CC THE CHEMOURS CO 0.0%
Value ($000) $1 Shares 161 Est. Cost $11.42 Unrealized 0.0%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $120.79 Unrealized +63.3%
XYZ Square Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $67.93 Unrealized +0.7%
MICRO FOCUS INTERNATIONAL PLC 0.0%
Value ($000) $1 Shares 113 Est. Cost $17.70 Unrealized
VOX Vanguard Telecommunication Services ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
AA ALCOA CORP 0.0%
Value ($000) $1 Shares 225 Est. Cost $41.51 Unrealized -68.4%
ADAMS DIVERSIFIED EQUITY FUND 0.0%
Value ($000) $1 Shares 75 Est. Cost Unrealized
PERSPECTA INC 0.0%
Value ($000) $1 Shares 42 Est. Cost $23.81 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $38.47 Unrealized +9.2%
DFIN DONNELLEY FINANCIAL SOLUTIONS INC 0.0%
Value ($000) $1 Shares 99 Est. Cost $9.73 Unrealized -12.9%
MEREDITH CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $48.57 Unrealized
FOOT LOCKER INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $40.00 Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $1 Shares 85 Est. Cost $31.87 Unrealized -18.5%
KAYNE ANDERSON MLP/MIDSTREAM 0.0%
Value ($000) $1 Shares 360 Est. Cost $13.89 Unrealized
KSS KOHL S CORP 0.0%
Value ($000) $1 Shares 75 Est. Cost $75.66 Unrealized -50.5%
ECON COLUMBIA EMERGING MARKETS CONSUMER ETF 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
NOK NOKIA OYJ 0.0%
Value ($000) $0 Shares 21 Est. Cost Unrealized
WINDSWEPT ENVIRONMENTAL GROUP INC. 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
PARKER DRILLING CO 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
CRNC CERENCE ORD 0.0%
Value ($000) $0 Shares 30 Est. Cost $16.42 Unrealized +28.0%
PACIFIC ETHANOL INC 0.0%
Value ($000) $0 Shares 68 Est. Cost Unrealized
VYX NCR CORP 0.0%
Value ($000) $0 Shares 12 Est. Cost $19.32 Unrealized -11.1%
PGN1EUR PARAGON OFFSHORE PLC 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
LSC COMMUNICATIONS INC 0.0%
Value ($000) $0 Shares 99 Est. Cost Unrealized
MALLINCKRODT PLC 0.0%
Value ($000) $0 Shares 26 Est. Cost Unrealized
McDermott International Inc 0.0%
Value ($000) $0 Shares 26 Est. Cost Unrealized
MTRT METAL ARTS CO INC 0.0%
Value ($000) $0 Shares 5,500 Est. Cost $0.01 Unrealized -3.6%
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $1.95 Unrealized +109.2%
Rsl Communications Ltd (NV) 0.0%
Value ($000) $0 Shares 375 Est. Cost Unrealized
REZI Resideo Technologies Inc 0.0%
Value ($000) $0 Shares 17 Est. Cost $21.34 Unrealized -55.8%
CALIFORNIA RESOURCES CORP 0.0%
Value ($000) $0 Shares 28 Est. Cost Unrealized
CAPITAL GROWTH SYSTEMS INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
DONNELLEY R R & SONS CO COM 0.0%
Value ($000) $0 Shares 266 Est. Cost $6.02 Unrealized
CENTURYLINK INC 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
LDK SOLAR CO LTD 0.0%
Value ($000) $0 Shares 400 Est. Cost Unrealized
FRONTIER COMMUNICATIONS CORP CLASS B 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
TDC Teradata Corp 0.0%
Value ($000) $0 Shares 12 Est. Cost $33.74 Unrealized -31.7%
Sprint Corp 0.0%
Value ($000) $0 Shares 26 Est. Cost Unrealized
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $13.85 Unrealized -47.5%
AIG AMERICAN INTERNATIONAL GROUP INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $36.75 Unrealized 0.0%
FUEL PERFORMANCE SOLUTIONS INC 0.0%
Value ($000) $0 Shares 2,080 Est. Cost Unrealized