RESOURCES MANAGEMENT CORP /CT/ /ADV Diversified Active

CIK: 0000749044 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 11, 2020

Total Value ($000): $522,842 (100.0% shares, 0.0% debt)

Holdings (489)

AAPL APPLE INC 5.6%
Value ($000) $29,467 Shares 80,776 Est. Cost $49.65 Unrealized +51.2%
MSFT MICROSOFT CORP 5.4%
Value ($000) $28,372 Shares 139,411 Est. Cost $100.81 Unrealized +71.7%
NEE NEXTERA ENERGY INC 3.1%
Value ($000) $16,419 Shares 68,365 Est. Cost $35.46 Unrealized +46.6%
MCD MCDONALD'S CORP 2.8%
Value ($000) $14,478 Shares 78,487 Est. Cost $135.34 Unrealized +19.0%
HD HOME DEPOT INC 2.7%
Value ($000) $13,983 Shares 55,817 Est. Cost $169.84 Unrealized +17.6%
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $13,787 Shares 98,037 Est. Cost $108.04 Unrealized +15.0%
JPM JPMORGAN CHASE & CO 2.6%
Value ($000) $13,771 Shares 146,404 Est. Cost $92.66 Unrealized -11.8%
ACN ACCENTURE PLC CLASS A 2.3%
Value ($000) $11,897 Shares 55,405 Est. Cost $149.23 Unrealized +17.0%
PG PROCTER & GAMBLE CO 2.3%
Value ($000) $11,817 Shares 98,828 Est. Cost $67.79 Unrealized +49.8%
PEP PEPSICO INC 2.2%
Value ($000) $11,297 Shares 85,414 Est. Cost $90.72 Unrealized +22.1%
INTC INTEL CORP 2.1%
Value ($000) $11,152 Shares 186,393 Est. Cost $41.68 Unrealized +27.6%
APH AMPHENOL CORP CLASS A 2.1%
Value ($000) $10,854 Shares 113,289 Est. Cost $21.65 Unrealized -2.2%
DHR DANAHER CORP 2.0%
Value ($000) $10,357 Shares 58,573 Est. Cost $89.60 Unrealized +56.3%
TJX TJX COMPANIES INC 1.8%
Value ($000) $9,380 Shares 185,528 Est. Cost $46.29 Unrealized +0.7%
ABBV ABBVIE INC 1.7%
Value ($000) $8,879 Shares 90,435 Est. Cost $67.54 Unrealized +4.4%
ITW ILLINOIS TOOL WORKS INC 1.6%
Value ($000) $8,422 Shares 48,166 Est. Cost $117.55 Unrealized +21.6%
BLACKROCK INC 1.6%
Value ($000) $8,384 Shares 15,410 Est. Cost $471.88 Unrealized
CVS CVS HEALTH CORP 1.4%
Value ($000) $7,525 Shares 115,820 Est. Cost $55.78 Unrealized -5.7%
PFE PFIZER INC 1.4%
Value ($000) $7,346 Shares 224,642 Est. Cost $27.65 Unrealized -6.0%
CVX CHEVRON CORP 1.4%
Value ($000) $7,294 Shares 81,742 Est. Cost $87.91 Unrealized -20.6%
FISV FISERV INC 1.3%
Value ($000) $6,817 Shares 69,836 Est. Cost $79.10 Unrealized +27.3%
TD TORONTO-DOMINION BANK 1.2%
Value ($000) $6,052 Shares 135,668 Est. Cost $59.55 Unrealized -28.5%
VFC VF CORP 1.1%
Value ($000) $5,991 Shares 98,303 Est. Cost $85.31 Unrealized -31.7%
BMY BRISTOL-MYERS SQUIBB COMPANY 1.1%
Value ($000) $5,828 Shares 99,108 Est. Cost $45.11 Unrealized +6.2%
GOOGL ALPHABET INC CLASS A 1.1%
Value ($000) $5,770 Shares 4,069 Est. Cost $60.22 Unrealized +11.1%
UPS UNITED PARCEL SERVICE INC (UPS) CLASS B 1.0%
Value ($000) $5,189 Shares 46,668 Est. Cost $88.22 Unrealized -9.6%
T AT&T INC 1.0%
Value ($000) $5,149 Shares 170,334 Est. Cost $14.78 Unrealized +4.8%
XOM EXXON MOBIL CORPORATION 1.0%
Value ($000) $5,038 Shares 112,665 Est. Cost $58.19 Unrealized -40.2%
VAW VANGUARD MATERIALS ETF 0.9%
Value ($000) $4,768 Shares 39,522 Est. Cost $131.10 Unrealized
ABT ABBOTT LABORATORIES 0.9%
Value ($000) $4,695 Shares 51,348 Est. Cost $57.83 Unrealized +41.7%
BAC BANK OF AMERICA CORPORATION 0.9%
Value ($000) $4,553 Shares 191,700 Est. Cost $25.23 Unrealized -18.5%
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $4,530 Shares 97,124 Est. Cost $36.42 Unrealized +1.6%
HON HONEYWELL INTERNATIONAL INC 0.8%
Value ($000) $4,179 Shares 28,904 Est. Cost $123.19 Unrealized -4.3%
ADP AUTOMATIC DATA PROCESSING INC 0.8%
Value ($000) $4,175 Shares 28,044 Est. Cost $120.81 Unrealized +5.1%
WFC WELLS FARGO & CO 0.8%
Value ($000) $4,054 Shares 158,375 Est. Cost $46.51 Unrealized -48.4%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.8%
Value ($000) $4,022 Shares 33,305 Est. Cost $100.97 Unrealized -9.5%
RAYTHEON TECHNOLOGIES ORD 0.8%
Value ($000) $4,002 Shares 64,942 Est. Cost $62.50 Unrealized
DIS WALT DISNEY CO 0.8%
Value ($000) $3,948 Shares 35,406 Est. Cost $121.53 Unrealized -11.2%
PNC PNC FINANCIAL SERVICES GROUP INC 0.7%
Value ($000) $3,878 Shares 36,859 Est. Cost $109.37 Unrealized -21.4%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $3,877 Shares 70,322 Est. Cost $36.57 Unrealized +11.4%
GILD GILEAD SCIENCES INC 0.7%
Value ($000) $3,728 Shares 48,455 Est. Cost $56.53 Unrealized +8.7%
ORCL ORACLE CORPORATION 0.7%
Value ($000) $3,700 Shares 66,948 Est. Cost $43.58 Unrealized +12.4%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.7%
Value ($000) $3,621 Shares 93,343 Est. Cost $43.26 Unrealized
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $3,478 Shares 11,793 Est. Cost $230.64 Unrealized +13.2%
STZ CONSTELLATION BRANDS INC CLASS A 0.6%
Value ($000) $3,245 Shares 18,549 Est. Cost $186.28 Unrealized -18.5%
COST COSTCO WHOLESALE CORP 0.5%
Value ($000) $2,836 Shares 9,354 Est. Cost $232.02 Unrealized +20.3%
SPY SPDR S&P 500 ETF 0.5%
Value ($000) $2,807 Shares 9,104 Est. Cost $290.86 Unrealized
ORLY O'REILLY AUTOMOTIVE INC 0.5%
Value ($000) $2,726 Shares 6,465 Est. Cost $21.34 Unrealized +22.5%
WMT WAL-MART STORES INC 0.5%
Value ($000) $2,624 Shares 21,905 Est. Cost $28.18 Unrealized +35.1%
SYK STRYKER CORPORATION 0.5%
Value ($000) $2,541 Shares 14,103 Est. Cost $159.58 Unrealized +8.8%
QCOM QUALCOMM INC 0.5%
Value ($000) $2,533 Shares 27,766 Est. Cost $55.09 Unrealized +28.8%
DUK DUKE ENERGY CORPORATION 0.5%
Value ($000) $2,525 Shares 31,608 Est. Cost $60.19 Unrealized +12.3%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.5%
Value ($000) $2,502 Shares 63,168 Est. Cost $41.00 Unrealized
PLD PROLOGIS INC 0.4%
Value ($000) $2,329 Shares 24,955 Est. Cost $74.11 Unrealized +2.9%
KMB KIMBERLY-CLARK CORP 0.4%
Value ($000) $2,282 Shares 16,143 Est. Cost $86.98 Unrealized +29.6%
DLR DIGITAL REALTY TRUST INC 0.4%
Value ($000) $2,236 Shares 15,737 Est. Cost $96.02 Unrealized +21.2%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $2,161 Shares 5,921 Est. Cost $280.07 Unrealized +15.6%
FTV FORTIVE CORP 0.4%
Value ($000) $2,058 Shares 30,410 Est. Cost $49.45 Unrealized -23.0%
LOW LOWE'S COMPANIES INC 0.4%
Value ($000) $2,057 Shares 15,226 Est. Cost $91.02 Unrealized +13.5%
META FACEBOOK INC CLASS A 0.4%
Value ($000) $1,983 Shares 8,731 Est. Cost $182.79 Unrealized +13.4%
UNP UNION PACIFIC CORP 0.4%
Value ($000) $1,965 Shares 11,624 Est. Cost $127.79 Unrealized +10.7%
AVGO BROADCOM LTD 0.4%
Value ($000) $1,863 Shares 5,902 Est. Cost $20.47 Unrealized +19.8%
D DOMINION ENERGY INC 0.4%
Value ($000) $1,851 Shares 22,803 Est. Cost $51.14 Unrealized +22.5%
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $1,760 Shares 5,684 Est. Cost $293.27 Unrealized
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $1,760 Shares 28,909 Est. Cost $67.98 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $1,754 Shares 7,438 Est. Cost $158.13 Unrealized +21.2%
TORRINGTON WATER CO INC 0.3%
Value ($000) $1,749 Shares 48,453 Est. Cost $45.03 Unrealized
V VISA INC CLASS A 0.3%
Value ($000) $1,742 Shares 9,017 Est. Cost $138.52 Unrealized +26.7%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $1,689 Shares 28,720 Est. Cost $75.03 Unrealized -36.4%
BNS BANK OF NOVA SCOTIA 0.3%
Value ($000) $1,665 Shares 40,369 Est. Cost $39.46 Unrealized -25.3%
PKG PACKAGING CORP OF AMERICA 0.3%
Value ($000) $1,620 Shares 16,236 Est. Cost $88.90 Unrealized -9.8%
NFLX NETFLIX INC 0.3%
Value ($000) $1,587 Shares 3,488 Est. Cost $31.95 Unrealized +33.2%
NEW YORK COMMUNITY BANCORP INC 0.3%
Value ($000) $1,582 Shares 155,090 Est. Cost $10.98 Unrealized
EMR EMERSON ELECTRIC CO 0.3%
Value ($000) $1,559 Shares 25,135 Est. Cost $61.95 Unrealized -18.8%
CAT CATERPILLAR INC 0.3%
Value ($000) $1,460 Shares 11,545 Est. Cost $120.63 Unrealized -12.0%
MRK MERCK & CO INC 0.3%
Value ($000) $1,436 Shares 18,568 Est. Cost $51.41 Unrealized +22.3%
MAXIM INTEGRATED PRODUCTS INC 0.3%
Value ($000) $1,406 Shares 23,195 Est. Cost $56.73 Unrealized
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,379 Shares 9,229 Est. Cost $163.84 Unrealized -24.1%
AMZN AMAZON.COM INC 0.3%
Value ($000) $1,363 Shares 494 Est. Cost $94.67 Unrealized +27.6%
BMO BANK OF MONTREAL 0.3%
Value ($000) $1,355 Shares 25,545 Est. Cost $59.01 Unrealized -32.0%
SWKS SKYWORKS SOLUTIONS INC 0.3%
Value ($000) $1,346 Shares 10,529 Est. Cost $78.84 Unrealized +22.4%
BRK/B BERKSHIRE HATHAWAY INC B 0.2%
Value ($000) $1,232 Shares 6,901 Est. Cost $205.45 Unrealized -11.1%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $1,218 Shares 9,240 Est. Cost $15.56 Unrealized +28.6%
RMD RESMED INC 0.2%
Value ($000) $1,217 Shares 6,336 Est. Cost $110.25 Unrealized +41.5%
CMCSA COMCAST CORP CLASS A 0.2%
Value ($000) $1,215 Shares 31,178 Est. Cost $32.98 Unrealized -0.7%
FIS FIDELITY NATIONAL INFORMATION SERVICES INC 0.2%
Value ($000) $1,197 Shares 8,927 Est. Cost $94.91 Unrealized +23.0%
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $1,134 Shares 4,698 Est. Cost $135.95 Unrealized +46.1%
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $1,124 Shares 12,633 Est. Cost $92.92 Unrealized -13.2%
EEM ISHARES MSCI EMERGING MARKETS 0.2%
Value ($000) $1,106 Shares 27,645 Est. Cost $42.92 Unrealized
CL COLGATE-PALMOLIVE CO 0.2%
Value ($000) $1,059 Shares 14,456 Est. Cost $55.97 Unrealized +11.4%
KO COCA-COLA CO 0.2%
Value ($000) $1,050 Shares 23,496 Est. Cost $36.30 Unrealized +6.7%
ALEXION PHARMACEUTICALS INC 0.2%
Value ($000) $1,017 Shares 9,065 Est. Cost $110.33 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,011 Shares 13,735 Est. Cost $64.16 Unrealized +3.4%
C CITIGROUP INC 0.2%
Value ($000) $928 Shares 18,155 Est. Cost $50.14 Unrealized -22.8%
AME AMETEK INC 0.2%
Value ($000) $917 Shares 10,260 Est. Cost $73.35 Unrealized +10.2%
LAM RESEARCH CORP 0.2%
Value ($000) $909 Shares 2,809 Est. Cost $156.77 Unrealized
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $902 Shares 3,769 Est. Cost $221.34 Unrealized -0.5%
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $838 Shares 9,556 Est. Cost $53.21 Unrealized +41.1%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $833 Shares 7,308 Est. Cost $109.87 Unrealized -14.9%
PSX PHILLIPS 66 0.2%
Value ($000) $816 Shares 11,355 Est. Cost $83.30 Unrealized -32.5%
AVERY DENNISON CORP 0.2%
Value ($000) $799 Shares 7,000 Est. Cost $114.14 Unrealized
USB U.S. BANCORP 0.2%
Value ($000) $794 Shares 21,570 Est. Cost $39.13 Unrealized -28.8%
BARNES GROUP INC 0.1%
Value ($000) $779 Shares 19,700 Est. Cost $70.99 Unrealized
TTD THE TRADE DESK INC COM CL A 0.1%
Value ($000) $778 Shares 1,915 Est. Cost $24.69 Unrealized +22.1%
BX BLACKSTONE GROUP LP 0.1%
Value ($000) $774 Shares 13,662 Est. Cost $42.85 Unrealized +1.5%
GENERAL ELECTRIC CO 0.1%
Value ($000) $763 Shares 111,745 Est. Cost $11.29 Unrealized
LEG LEGGETT & PLATT INC 0.1%
Value ($000) $756 Shares 21,495 Est. Cost $44.91 Unrealized -31.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $754 Shares 7,925 Est. Cost $98.29 Unrealized -12.9%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $752 Shares 4,283 Est. Cost $147.35 Unrealized +2.5%
OTIS OTIS WORLDWIDE CORP-WI 0.1%
Value ($000) $748 Shares 13,153 Est. Cost $47.48 Unrealized 0.0%
FDX FEDEX CORP 0.1%
Value ($000) $706 Shares 5,036 Est. Cost $210.22 Unrealized -46.2%
STT STATE STREET CORP 0.1%
Value ($000) $701 Shares 11,035 Est. Cost $69.30 Unrealized -27.5%
CB CHUBB LTD 0.1%
Value ($000) $697 Shares 5,502 Est. Cost $127.97 Unrealized -17.0%
CSX CSX CORP 0.1%
Value ($000) $684 Shares 9,807 Est. Cost $21.58 Unrealized -4.9%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $674 Shares 2,160 Est. Cost $239.28 Unrealized +6.9%
PPL PPL CORP 0.1%
Value ($000) $664 Shares 25,680 Est. Cost $22.28 Unrealized -7.4%
GIS GENERAL MILLS INC 0.1%
Value ($000) $659 Shares 10,685 Est. Cost $34.96 Unrealized +42.7%
DOW DOW CHEMICAL CO 0.1%
Value ($000) $653 Shares 16,032 Est. Cost $31.78 Unrealized -15.5%
PEOPLE S UNITED FINANCIAL INC 0.1%
Value ($000) $647 Shares 55,936 Est. Cost $16.02 Unrealized
WBS WEBSTER FINANCIAL CORP 0.1%
Value ($000) $630 Shares 22,029 Est. Cost $65.05 Unrealized -59.3%
SO SOUTHERN CO 0.1%
Value ($000) $623 Shares 12,014 Est. Cost $35.04 Unrealized +27.7%
NKE NIKE INC B 0.1%
Value ($000) $623 Shares 6,353 Est. Cost $83.67 Unrealized +2.1%
ITRI ITRON INC 0.1%
Value ($000) $620 Shares 9,353 Est. Cost $69.44 Unrealized -8.3%
AB ALLIANCEBERNSTEIN HOLDING L.P. 0.1%
Value ($000) $601 Shares 22,050 Est. Cost $30.43 Unrealized
CARR CARRIE GLOBAL CORP-WI 0.1%
Value ($000) $596 Shares 26,839 Est. Cost $17.13 Unrealized 0.0%
VIACOMCBS CL B ORD 0.1%
Value ($000) $590 Shares 25,305 Est. Cost $25.07 Unrealized
GLD SPDR GOLD SHARES TRUST 0.1%
Value ($000) $582 Shares 3,475 Est. Cost $112.71 Unrealized
LINDE PLC 0.1%
Value ($000) $580 Shares 2,732 Est. Cost $156.11 Unrealized
SPLUNK INC 0.1%
Value ($000) $574 Shares 2,887 Est. Cost $146.43 Unrealized
SPIRIT REALTY CAPITAL INC 0.1%
Value ($000) $574 Shares 16,455 Est. Cost $42.21 Unrealized
PANW PALO ALTO NETWORKS INC. 0.1%
Value ($000) $573 Shares 2,495 Est. Cost $36.86 Unrealized -4.4%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $563 Shares 5,310 Est. Cost $94.45 Unrealized -8.6%
COP CONOCOPHILLIPS 0.1%
Value ($000) $562 Shares 13,371 Est. Cost $55.90 Unrealized -41.1%
ROG ROGERS CORP 0.1%
Value ($000) $561 Shares 4,500 Est. Cost $131.57 Unrealized -18.7%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $559 Shares 29,000 Est. Cost $22.00 Unrealized -32.6%
MA MASTERCARD INC A 0.1%
Value ($000) $546 Shares 1,848 Est. Cost $200.34 Unrealized +36.4%
GOOG ALPHABET INC C 0.1%
Value ($000) $544 Shares 385 Est. Cost $59.42 Unrealized +12.7%
CHD CHURCH & DWIGHT COMPANY INC. 0.1%
Value ($000) $538 Shares 6,955 Est. Cost $51.78 Unrealized +31.5%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $535 Shares 5,056 Est. Cost $94.51 Unrealized -2.5%
BOH BANK OF HAWAII CORP 0.1%
Value ($000) $534 Shares 8,700 Est. Cost $61.69 Unrealized -21.2%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $531 Shares 14,139 Est. Cost $40.89 Unrealized -32.2%
MDT MEDTRONIC PLC 0.1%
Value ($000) $529 Shares 5,768 Est. Cost $76.69 Unrealized +6.7%
UBSI UNITED BANKSHARES INC 0.1%
Value ($000) $526 Shares 19,000 Est. Cost $37.92 Unrealized -29.2%
WASH WASHINGTON TRUST BANCORP INC 0.1%
Value ($000) $524 Shares 16,000 Est. Cost $38.37 Unrealized -40.3%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $524 Shares 920 Est. Cost $177.57 Unrealized +1.0%
CBRL CRACKER BARREL OLD COUNTRY STORE INC 0.1%
Value ($000) $523 Shares 4,715 Est. Cost $114.58 Unrealized -29.9%
NWL NEWELL BRANDS INC 0.1%
Value ($000) $522 Shares 32,895 Est. Cost $15.28 Unrealized -30.3%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $518 Shares 14,764 Est. Cost $38.99 Unrealized -7.6%
TRMK TRUSTMARK CORP 0.1%
Value ($000) $515 Shares 21,000 Est. Cost $27.80 Unrealized -27.3%
GBCI GLACIER BANCORP INC 0.1%
Value ($000) $512 Shares 14,500 Est. Cost $34.31 Unrealized -9.6%
ROST ROSS STORES INC 0.1%
Value ($000) $496 Shares 5,821 Est. Cost $85.36 Unrealized +0.4%
CHCO CITY HOLDING CO 0.1%
Value ($000) $489 Shares 7,500 Est. Cost $63.61 Unrealized -16.0%
NSRGY NESTLE SA ADR 0.1%
Value ($000) $472 Shares 4,275 Est. Cost $83.04 Unrealized
CBU COMMUNITY BANK SYSTEM INC 0.1%
Value ($000) $470 Shares 8,250 Est. Cost $51.28 Unrealized -3.5%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $469 Shares 8,590 Est. Cost $53.58 Unrealized -17.4%
NBTB NBT BANCORP INC 0.1%
Value ($000) $461 Shares 15,000 Est. Cost $39.84 Unrealized -21.8%
DEO DIAGEO PLC 0.1%
Value ($000) $455 Shares 3,385 Est. Cost $139.52 Unrealized
MFC MANULIFE FINANCIAL CORP 0.1%
Value ($000) $451 Shares 33,125 Est. Cost $18.05 Unrealized -30.3%
MMM 3M CO 0.1%
Value ($000) $450 Shares 2,885 Est. Cost $130.36 Unrealized -21.4%
BP BP PLC ADR 0.1%
Value ($000) $442 Shares 18,950 Est. Cost $44.82 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value ($000) $442 Shares 5,310 Est. Cost $50.04 Unrealized +34.3%
OXFORD LANE CAP COR PFD SER 2027 PRF 0.1%
Value ($000) $434 Shares 20,000 Est. Cost $17.96 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP A 0.1%
Value ($000) $428 Shares 7,529 Est. Cost $70.24 Unrealized -29.8%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $426 Shares 8,024 Est. Cost $25.91 Unrealized -32.7%
INDB INDEPENDENT BANK CORP 0.1%
Value ($000) $419 Shares 6,250 Est. Cost $69.45 Unrealized -19.8%
FIBK FIRST INTERSTATE BANCSYSTEM INC 0.1%
Value ($000) $418 Shares 13,500 Est. Cost $30.14 Unrealized -26.3%
SMG THE SCOTTS MIRACLE GRO CO 0.1%
Value ($000) $418 Shares 3,105 Est. Cost $100.99 Unrealized +2.4%
VOO VANGUARD 500 ETF 0.1%
Value ($000) $414 Shares 1,462 Est. Cost $272.59 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $413 Shares 1,139 Est. Cost $244.56 Unrealized +35.1%
BRYN MAWR BANK CORP 0.1%
Value ($000) $412 Shares 14,900 Est. Cost $46.85 Unrealized
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $403 Shares 2,200 Est. Cost $153.61 Unrealized -2.7%
VB VANGUARD SMALL CAP ETF 0.1%
Value ($000) $400 Shares 2,748 Est. Cost $152.74 Unrealized
BCE BCE INC 0.1%
Value ($000) $395 Shares 9,455 Est. Cost $26.42 Unrealized +6.3%
MO ALTRIA GROUP INC 0.1%
Value ($000) $385 Shares 9,803 Est. Cost $33.56 Unrealized -25.6%
BA BOEING CO 0.1%
Value ($000) $370 Shares 2,020 Est. Cost $323.71 Unrealized -52.5%
MONROE CAP CORP NT 0.0000 09/30/2023 PFD PROSPECT 0.1%
Value ($000) $369 Shares 16,200 Est. Cost $19.81 Unrealized
STBA S&T BANCORP INC 0.1%
Value ($000) $366 Shares 15,600 Est. Cost $45.27 Unrealized -46.5%
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $355 Shares 5,061 Est. Cost $55.49 Unrealized -1.3%
DOC HEALTHPEAK PROPERTIES ORD 0.1%
Value ($000) $351 Shares 12,740 Est. Cost $24.56 Unrealized -22.6%
WRB WR BERKLEY CORP 0.1%
Value ($000) $349 Shares 6,097 Est. Cost $22.07 Unrealized -1.9%
ALLE ALLEGION PLC 0.1%
Value ($000) $345 Shares 3,379 Est. Cost $76.93 Unrealized +19.0%
DIME COMMUNITY BANCSHARES INC 0.1%
Value ($000) $339 Shares 24,675 Est. Cost $17.83 Unrealized
WSBC WESBANCO INC 0.1%
Value ($000) $337 Shares 16,600 Est. Cost $47.84 Unrealized -54.3%
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $334 Shares 9,494 Est. Cost $23.51 Unrealized +11.5%
BR BROADRIDGE FINANCIAL SOLUTIONS INC 0.1%
Value ($000) $333 Shares 2,639 Est. Cost $112.22 Unrealized -6.2%
BKU BANKUNITED INC 0.1%
Value ($000) $332 Shares 16,400 Est. Cost $30.96 Unrealized -50.1%
AFL AFLAC INC 0.1%
Value ($000) $325 Shares 9,010 Est. Cost $38.48 Unrealized -17.9%
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $324 Shares 4,124 Est. Cost $80.62 Unrealized
ARI APOLLO COMMERCIAL REAL ESTATE FINANCE INC 0.1%
Value ($000) $323 Shares 32,900 Est. Cost $18.52 Unrealized
VWDRY VESTAS WIND SYSTEMS A/S 0.1%
Value ($000) $322 Shares 9,492 Est. Cost $27.58 Unrealized
JPIN JPMORGAN DIVERSIFIED RETURN INTL EQ ETF 0.1%
Value ($000) $316 Shares 6,400 Est. Cost $58.35 Unrealized
CBRE CBRE GROUP INC 0.1%
Value ($000) $306 Shares 6,770 Est. Cost $54.35 Unrealized -20.7%
PRIORITY INCOME FUND INC 6.625 PFD C 0.1%
Value ($000) $300 Shares 12,000 Est. Cost $22.17 Unrealized
LABORATORY CORP OF AMERICA HLDGS 0.1%
Value ($000) $294 Shares 1,770 Est. Cost $173.41 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $287 Shares 2,962 Est. Cost $82.07 Unrealized +4.3%
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $286 Shares 1,501 Est. Cost $145.94 Unrealized +14.5%
BOKF BOK FINANCIAL CORP 0.1%
Value ($000) $282 Shares 5,000 Est. Cost $82.31 Unrealized -46.4%
FFBC FIRST FINANCIAL BANCORP 0.1%
Value ($000) $277 Shares 19,915 Est. Cost $22.88 Unrealized -52.6%
UMPQUA HOLDINGS CORP 0.1%
Value ($000) $266 Shares 25,000 Est. Cost $20.80 Unrealized
VLY VALLEY NATIONAL BANCORP 0.0%
Value ($000) $259 Shares 33,100 Est. Cost $12.07 Unrealized -36.4%
ILMN ILLUMINA INC 0.0%
Value ($000) $259 Shares 700 Est. Cost $320.46 Unrealized +0.4%
XLE SELECT SECTOR SPDR TRUST SHS BEN INT ENERGY 0.0%
Value ($000) $253 Shares 6,686 Est. Cost $40.64 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $252 Shares 850 Est. Cost $204.54 Unrealized +29.5%
SNA SNAP-ON INC 0.0%
Value ($000) $237 Shares 1,710 Est. Cost $133.37 Unrealized -17.8%
FBNC FIRST BANCORP 0.0%
Value ($000) $233 Shares 9,300 Est. Cost $35.19 Unrealized -40.1%
IR INGERSOLL-RAND PLC 0.0%
Value ($000) $232 Shares 8,243 Est. Cost $31.60 Unrealized -11.1%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $223 Shares 686 Est. Cost $366.96 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $223 Shares 1,733 Est. Cost $95.63 Unrealized +17.0%
MDLZ MONDELEZ INTERNATIONAL INC CLASS A 0.0%
Value ($000) $223 Shares 4,360 Est. Cost $35.59 Unrealized +25.2%
INGR INGREDION INC 0.0%
Value ($000) $212 Shares 2,555 Est. Cost $101.76 Unrealized -19.6%
THE COOPER COMPANIES INC 0.0%
Value ($000) $210 Shares 742 Est. Cost $278.82 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $202 Shares 3,115 Est. Cost $69.50 Unrealized -11.2%
CNC CENTENE CORP 0.0%
Value ($000) $199 Shares 3,127 Est. Cost $54.82 Unrealized +18.8%
MRSH MARSH & MCLENNAN COMPANIES INC 0.0%
Value ($000) $199 Shares 1,850 Est. Cost $75.30 Unrealized +23.5%
OSIS OSI SYSTEMS INC 0.0%
Value ($000) $198 Shares 2,655 Est. Cost $77.62 Unrealized -5.9%
PACWEST BANCORP 0.0%
Value ($000) $197 Shares 10,000 Est. Cost $47.60 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $196 Shares 8,473 Est. Cost $27.53 Unrealized
KHC THE KRAFT HEINZ CO 0.0%
Value ($000) $193 Shares 6,052 Est. Cost $41.57 Unrealized -44.5%
LLY ELI LILLY AND CO 0.0%
Value ($000) $189 Shares 1,150 Est. Cost $100.79 Unrealized +42.8%
AUB ATLANTIC UN BANKSHARES CORP 0.0%
Value ($000) $174 Shares 7,500 Est. Cost $28.88 Unrealized -37.1%
NUSTAR ENERGY L.P. 0.0%
Value ($000) $169 Shares 11,840 Est. Cost $27.80 Unrealized
XLV SELECT SECTOR SPDR TRUST THE HEALTH CARE SELECT SE 0.0%
Value ($000) $160 Shares 1,600 Est. Cost $93.78 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $156 Shares 2,270 Est. Cost $77.87 Unrealized
WWD WOODWARD INC 0.0%
Value ($000) $155 Shares 2,000 Est. Cost $76.64 Unrealized -17.7%
CI CIGNA CORP 0.0%
Value ($000) $152 Shares 812 Est. Cost $190.07 Unrealized -8.7%
XLY SELECT SECTOR SPDR FUND SHS BEN CONSUMER DISCRETIO 0.0%
Value ($000) $146 Shares 1,143 Est. Cost $117.06 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC CLASS A 0.0%
Value ($000) $138 Shares 131 Est. Cost $17.48 Unrealized +5.9%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $137 Shares 956 Est. Cost $166.63 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $137 Shares 3,300 Est. Cost $62.43 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $137 Shares 1,575 Est. Cost $79.16 Unrealized -14.9%
NVS NOVARTIS AG ADR 0.0%
Value ($000) $136 Shares 1,560 Est. Cost $86.06 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORP 0.0%
Value ($000) $135 Shares 529 Est. Cost $216.97 Unrealized +8.0%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $135 Shares 970 Est. Cost $115.21 Unrealized -12.2%
PFF ISHARES U.S. PREFERRED STOCK ETF 0.0%
Value ($000) $128 Shares 3,690 Est. Cost $32.08 Unrealized
AJG ARTHUR J. GALLAGHER & CO 0.0%
Value ($000) $127 Shares 1,305 Est. Cost $64.99 Unrealized +27.8%
ODFL OLD DOMINION FREIGHT LINES INC 0.0%
Value ($000) $127 Shares 750 Est. Cost $54.19 Unrealized +36.5%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $125 Shares 3,225 Est. Cost $42.71 Unrealized -27.2%
BRISTOL MYERS SQUIBB CONTINGENT RTS 0.0%
Value ($000) $122 Shares 34,140 Est. Cost $3.02 Unrealized
ROYAL DUTCH SHELL CL A 0.0%
Value ($000) $114 Shares 3,497 Est. Cost $63.68 Unrealized
LII LENNOX INTERNATIONAL INC 0.0%
Value ($000) $114 Shares 490 Est. Cost $199.03 Unrealized -5.2%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $111 Shares 1,998 Est. Cost $39.62 Unrealized +32.1%
SVB FINANCIAL GROUP 0.0%
Value ($000) $109 Shares 506 Est. Cost $217.26 Unrealized
EML THE EASTERN CO 0.0%
Value ($000) $107 Shares 6,000 Est. Cost $24.89 Unrealized -34.4%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $106 Shares 707 Est. Cost $132.26 Unrealized -11.7%
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $105 Shares 1,150 Est. Cost $84.31 Unrealized +1.0%
SHW SHERWIN-WILLIAMS CO 0.0%
Value ($000) $104 Shares 180 Est. Cost $143.53 Unrealized +19.5%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $103 Shares 1,200 Est. Cost $64.93 Unrealized +19.6%
EOG EOG RESOURCES INC 0.0%
Value ($000) $102 Shares 2,020 Est. Cost $59.32 Unrealized -37.0%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $99 Shares 355 Est. Cost $202.26 Unrealized
TTC TORO CO 0.0%
Value ($000) $96 Shares 1,440 Est. Cost $65.54 Unrealized +0.2%
OKE ONEOK INC 0.0%
Value ($000) $95 Shares 2,856 Est. Cost $42.78 Unrealized -47.0%
ETN EATON CORP PLC 0.0%
Value ($000) $90 Shares 1,025 Est. Cost $71.13 Unrealized +5.1%
HSBC HOLDINGS PLC 0.0%
Value ($000) $89 Shares 3,500 Est. Cost $25.14 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $89 Shares 853 Est. Cost $72.06 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value ($000) $87 Shares 466 Est. Cost $148.53 Unrealized +12.1%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $86 Shares 551 Est. Cost $127.37 Unrealized
VARIAN MEDICAL SYSTEMS INC 0.0%
Value ($000) $86 Shares 700 Est. Cost $111.00 Unrealized
EPR EPR PROPERTIES 0.0%
Value ($000) $84 Shares 2,545 Est. Cost $54.06 Unrealized
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $84 Shares 835 Est. Cost $67.16 Unrealized +18.5%
MCK MCKESSON CORP 0.0%
Value ($000) $84 Shares 550 Est. Cost $123.13 Unrealized +13.1%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $83 Shares 1,677 Est. Cost $59.92 Unrealized -25.6%
MS MORGAN STANLEY 0.0%
Value ($000) $83 Shares 1,726 Est. Cost $38.94 Unrealized -9.6%
SRE SEMPRA ENERGY 0.0%
Value ($000) $83 Shares 711 Est. Cost $56.85 Unrealized -10.2%
AVANGRID INC 0.0%
Value ($000) $81 Shares 1,938 Est. Cost $47.01 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $79 Shares 4,294 Est. Cost $62.38 Unrealized -76.3%
HAL HALLIBURTON CO 0.0%
Value ($000) $79 Shares 6,100 Est. Cost $35.57 Unrealized -72.5%
AEP AMERICAN ELECTRIC POWER CO INC 0.0%
Value ($000) $78 Shares 978 Est. Cost $54.88 Unrealized +21.4%
FAST FASTENAL CO 0.0%
Value ($000) $77 Shares 1,800 Est. Cost $12.51 Unrealized +32.7%
GMF SPDR S&P EMERGING ASIA PACIFIC ETF 0.0%
Value ($000) $77 Shares 775 Est. Cost $96.00 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHAR 0.0%
Value ($000) $77 Shares 660 Est. Cost $106.41 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $77 Shares 1,100 Est. Cost $76.34 Unrealized -32.3%
RVTY PERKINELMER INC 0.0%
Value ($000) $74 Shares 759 Est. Cost $84.34 Unrealized +7.0%
MCO MOODY'S CORPORATION 0.0%
Value ($000) $73 Shares 266 Est. Cost $164.89 Unrealized +47.0%
TSLA TESLA MOTORS INC 0.0%
Value ($000) $72 Shares 67 Est. Cost $54.10 Unrealized 0.0%
SALISBURY BANCORP INC 0.0%
Value ($000) $72 Shares 1,749 Est. Cost $41.77 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $72 Shares 1,220 Est. Cost $54.28 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $71 Shares 410 Est. Cost $122.00 Unrealized +14.1%
UAA UNDER ARMOUR INC CLASS A 0.0%
Value ($000) $65 Shares 6,675 Est. Cost $20.82 Unrealized -54.4%
WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP 0.0%
Value ($000) $64 Shares 1,111 Est. Cost $103.16 Unrealized -46.9%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $64 Shares 367 Est. Cost $93.41 Unrealized +47.6%
XPO XPO LOGISTICS INC 0.0%
Value ($000) $64 Shares 823 Est. Cost $23.94 Unrealized 0.0%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $64 Shares 643 Est. Cost $110.42 Unrealized
ETR ENTERGY CORP 0.0%
Value ($000) $62 Shares 665 Est. Cost $31.55 Unrealized +25.3%
MMS MAXIMUS INC 0.0%
Value ($000) $60 Shares 845 Est. Cost $64.92 Unrealized +3.6%
F FORD MOTOR CO 0.0%
Value ($000) $59 Shares 9,625 Est. Cost $6.82 Unrealized -38.3%
AZN ASTRAZENECA PLC EACH ADS REPRESENTING 1/2 OF AN OR 0.0%
Value ($000) $58 Shares 1,100 Est. Cost $39.09 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $58 Shares 300 Est. Cost $177.78 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $55 Shares 550 Est. Cost $77.27 Unrealized +13.3%
NEM NEWMONT MINING CORP 0.0%
Value ($000) $55 Shares 888 Est. Cost $27.06 Unrealized +84.3%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $55 Shares 1,461 Est. Cost $54.25 Unrealized -49.9%
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $55 Shares 731 Est. Cost $64.41 Unrealized +7.9%
XLB MATERIALS SELECT SECTOR SPDR ETF 0.0%
Value ($000) $54 Shares 950 Est. Cost $57.20 Unrealized
GIL GILDAN ACTIVEWEAR INC COM 0.0%
Value ($000) $53 Shares 3,400 Est. Cost $25.75 Unrealized -47.7%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $53 Shares 325 Est. Cost $162.81 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $53 Shares 550 Est. Cost $73.78 Unrealized +16.0%
KAMAN CORP 0.0%
Value ($000) $51 Shares 1,237 Est. Cost $66.57 Unrealized
RJF RAYMOND JAMES FINANCIAL INC 0.0%
Value ($000) $50 Shares 720 Est. Cost $54.90 Unrealized -24.6%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $49 Shares 810 Est. Cost $67.31 Unrealized -34.3%
UGI UGI CORP 0.0%
Value ($000) $48 Shares 1,500 Est. Cost $53.89 Unrealized -43.7%
OFS CAP CORP 6.5 CALLABLE PREFERRED SHARES 0.0%
Value ($000) $46 Shares 2,000 Est. Cost $18.00 Unrealized
DVA DAVITA INC 0.0%
Value ($000) $46 Shares 580 Est. Cost $70.70 Unrealized +10.4%
PRIORITY INCOME FUND INC 6.375 PFD SER A 0.0%
Value ($000) $43 Shares 1,800 Est. Cost $21.79 Unrealized
BANCORPSOUTH BANK SER A NON CUML PERPTL PFD 5.5 0.0%
Value ($000) $43 Shares 1,800 Est. Cost $21.11 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $42 Shares 600 Est. Cost $51.05 Unrealized +20.5%
EWX SPDR S&P EMERGING MARKETS SMALL CAP ETF 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $44.00 Unrealized
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $41 Shares 750 Est. Cost $48.48 Unrealized -8.1%
EXC EXELON CORP 0.0%
Value ($000) $40 Shares 1,110 Est. Cost $23.80 Unrealized -8.8%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $39 Shares 125 Est. Cost $229.02 Unrealized +13.9%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $39 Shares 445 Est. Cost $79.50 Unrealized -5.9%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $38 Shares 495 Est. Cost $56.31 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.0%
Value ($000) $37 Shares 192 Est. Cost $130.21 Unrealized
ATLASSIAN CORPORATION PLC 0.0%
Value ($000) $36 Shares 200 Est. Cost $95.00 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $35 Shares 330 Est. Cost $74.31 Unrealized -1.5%
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $35 Shares 589 Est. Cost $45.18 Unrealized -7.3%
VEEV VEEVA SYSTEMS INC 0.0%
Value ($000) $35 Shares 150 Est. Cost $160.40 Unrealized +23.6%
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $34 Shares 200 Est. Cost $114.48 Unrealized +38.8%
ZS ZSCALER INC 0.0%
Value ($000) $33 Shares 300 Est. Cost $72.02 Unrealized +15.4%
IJR ISHARES CORE S&P SMALL-CAP 0.0%
Value ($000) $33 Shares 478 Est. Cost $65.90 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $32 Shares 159 Est. Cost $159.75 Unrealized
DE DEERE & CO 0.0%
Value ($000) $31 Shares 200 Est. Cost $128.61 Unrealized +4.4%
IWD ISHARES RUSSELL 1000 VALUE 0.0%
Value ($000) $30 Shares 265 Est. Cost $109.43 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $30 Shares 210 Est. Cost $133.33 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $30 Shares 200 Est. Cost $104.34 Unrealized +34.1%
FLAGSTAR BANCORP INC 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $31.00 Unrealized
KANSAS CITY SOUTHERN 0.0%
Value ($000) $28 Shares 185 Est. Cost $110.45 Unrealized
IJH ISHARES CORE S&P MID-CAP 0.0%
Value ($000) $28 Shares 158 Est. Cost $164.56 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $27 Shares 150 Est. Cost $176.68 Unrealized -6.3%
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value ($000) $27 Shares 201 Est. Cost $118.11 Unrealized
VEREIT INC CLASS A 0.0%
Value ($000) $26 Shares 4,096 Est. Cost $7.08 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $26 Shares 510 Est. Cost $75.67 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR 0.0%
Value ($000) $26 Shares 734 Est. Cost $32.19 Unrealized
AOS A.O. SMITH CORP 0.0%
Value ($000) $26 Shares 550 Est. Cost $51.29 Unrealized -23.0%
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value ($000) $26 Shares 400 Est. Cost $56.10 Unrealized -27.3%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 0.0%
Value ($000) $25 Shares 500 Est. Cost $40.69 Unrealized +1.0%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $24 Shares 851 Est. Cost $48.02 Unrealized -48.5%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $24 Shares 475 Est. Cost $34.32 Unrealized +20.1%
PRIORITY INCOME 6.375 12/31/24 21 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $22.00 Unrealized
FS KKR CAPITAL CORP. II 0.0%
Value ($000) $24 Shares 1,866 Est. Cost $12.86 Unrealized
NSP INSPERITY INC 0.0%
Value ($000) $23 Shares 350 Est. Cost $90.47 Unrealized -52.8%
BIIB BIOGEN INC 0.0%
Value ($000) $23 Shares 85 Est. Cost $344.30 Unrealized -12.7%
EPD ENTERPRISE PRODUCTS PARTNERS L.P. 0.0%
Value ($000) $22 Shares 1,227 Est. Cost $27.18 Unrealized
FSLY FASTLY INC 0.0%
Value ($000) $21 Shares 250 Est. Cost $39.40 Unrealized 0.0%
B RILEY FINL INC SR NT 6.5000 09/30/2026 PFD PROS 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $18.00 Unrealized
ARISTA NETWORKS INC 0.0%
Value ($000) $20 Shares 95 Est. Cost $210.53 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $20 Shares 100 Est. Cost $184.40 Unrealized -11.0%
DNP SELECT INCOME 0.0%
Value ($000) $20 Shares 1,800 Est. Cost $11.11 Unrealized
THE CONNECTICUT LIGHT & POWER CO 0.0%
Value ($000) $20 Shares 362 Est. Cost $52.49 Unrealized
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $20 Shares 1,430 Est. Cost $23.08 Unrealized
MET METLIFE INC 0.0%
Value ($000) $19 Shares 532 Est. Cost $35.53 Unrealized -18.5%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $19 Shares 240 Est. Cost $85.71 Unrealized
OHI OMEGA HEALTHCARE INVESTORS INC 0.0%
Value ($000) $18 Shares 600 Est. Cost $36.67 Unrealized
MUSA MURPHY USA INC 0.0%
Value ($000) $17 Shares 150 Est. Cost $82.86 Unrealized +28.5%
AEO AMERICAN EAGLE OUTFITTERS INC 0.0%
Value ($000) $17 Shares 1,575 Est. Cost $12.79 Unrealized -36.1%
GABELLI UTILITY TRUST 0.0%
Value ($000) $17 Shares 2,300 Est. Cost $7.39 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $17 Shares 145 Est. Cost $74.85 Unrealized +31.2%
CAPSTEAD MORTGAGE CORP 0.0%
Value ($000) $17 Shares 3,050 Est. Cost $7.89 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $16 Shares 100 Est. Cost $110.00 Unrealized
CONSUMERS ENERGY CO 0.0%
Value ($000) $16 Shares 150 Est. Cost $106.67 Unrealized
MKSI MKS INSTRUMENTS INC 0.0%
Value ($000) $15 Shares 130 Est. Cost $78.64 Unrealized +21.2%
NVDA NVIDIA Corp 0.0%
Value ($000) $15 Shares 40 Est. Cost $6.38 Unrealized +26.3%
NGG NATIONAL GRID PLC ADR 0.0%
Value ($000) $15 Shares 241 Est. Cost $57.97 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $15 Shares 120 Est. Cost $83.80 Unrealized +18.6%
THE INTERPUBLIC GROUP OF COMPANIES INC 0.0%
Value ($000) $15 Shares 850 Est. Cost $17.12 Unrealized -22.8%
KEY KEYCORP 0.0%
Value ($000) $14 Shares 1,185 Est. Cost $14.64 Unrealized -39.8%
RDWR RADWARE LTD 0.0%
Value ($000) $14 Shares 600 Est. Cost $26.82 Unrealized -14.4%
SPLV POWERSHARES S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $14 Shares 290 Est. Cost $48.28 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SM-CP ETF 0.0%
Value ($000) $14 Shares 150 Est. Cost $106.67 Unrealized
BALL BALL CORP 0.0%
Value ($000) $14 Shares 200 Est. Cost $69.22 Unrealized -8.7%
STAG STAG INDUSTRIAL INC 0.0%
Value ($000) $13 Shares 455 Est. Cost $28.57 Unrealized
EZU ISHARES MSCI EUROZONE 0.0%
Value ($000) $13 Shares 350 Est. Cost $40.48 Unrealized
WTRG ESSENTIAL UTILITIES ORD 0.0%
Value ($000) $13 Shares 300 Est. Cost $47.18 Unrealized -10.5%
ETFMG PRIME CYBER SECURITY ETF 0.0%
Value ($000) $12 Shares 260 Est. Cost $35.89 Unrealized
NEU NEWMARKET CORP 0.0%
Value ($000) $12 Shares 30 Est. Cost $343.80 Unrealized +6.4%
NUANCE COMMUNICATIONS INC 0.0%
Value ($000) $12 Shares 490 Est. Cost $15.94 Unrealized
AURORA CANNABIS INC 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $12.00 Unrealized
LEA LEAR CORP 0.0%
Value ($000) $12 Shares 110 Est. Cost $147.10 Unrealized -39.5%
AHCO ADAPTHEALTH CORP ORDINARY SHARES 0.0%
Value ($000) $12 Shares 750 Est. Cost $9.95 Unrealized +68.0%
AVNS AVANOS MED INC 0.0%
Value ($000) $11 Shares 375 Est. Cost $64.35 Unrealized -55.0%
URI UNITED RENTALS INC 0.0%
Value ($000) $11 Shares 75 Est. Cost $117.42 Unrealized +4.6%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $10 Shares 250 Est. Cost $40.99 Unrealized -0.4%
BCSF BAIN CAPITAL SPECIALTY FINANCE INC 0.0%
Value ($000) $10 Shares 900 Est. Cost $8.04 Unrealized -32.3%
ECL ECOLAB INC 0.0%
Value ($000) $10 Shares 50 Est. Cost $137.00 Unrealized +33.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $10 Shares 530 Est. Cost $52.03 Unrealized -70.3%
CCI CROWN CASTLE INTERNATIONAL CORP 0.0%
Value ($000) $10 Shares 57 Est. Cost $81.32 Unrealized +53.8%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $10 Shares 132 Est. Cost $63.41 Unrealized
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value ($000) $10 Shares 100 Est. Cost $130.00 Unrealized
RPRX ROYALTY PHARMA CL A ORD 0.0%
Value ($000) $10 Shares 200 Est. Cost $49.50 Unrealized 0.0%
APPN APPIAN CORP CL A 0.0%
Value ($000) $10 Shares 200 Est. Cost $46.82 Unrealized +4.2%
ANNALY CAPITAL MANAGEMENT INC 0.0%
Value ($000) $10 Shares 1,550 Est. Cost $10.20 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $10 Shares 265 Est. Cost $36.33 Unrealized -10.3%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $10 Shares 360 Est. Cost $19.52 Unrealized +20.8%
ANAPLAN INC 0.0%
Value ($000) $9 Shares 200 Est. Cost $45.00 Unrealized
SBNY SIGNATURE BANK 0.0%
Value ($000) $9 Shares 85 Est. Cost $111.11 Unrealized
ARE ALEXANDRIA REAL ESTATE EQUITIES INC 0.0%
Value ($000) $9 Shares 55 Est. Cost $122.01 Unrealized 0.0%
UVV UNIVERSAL CORP 0.0%
Value ($000) $9 Shares 200 Est. Cost $56.05 Unrealized -21.5%
CTVA CORTEVA INC 0.0%
Value ($000) $9 Shares 340 Est. Cost $26.65 Unrealized -8.6%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $8 Shares 117 Est. Cost $60.39 Unrealized +3.7%
SCE Trust IV 0.0%
Value ($000) $8 Shares 400 Est. Cost $17.50 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $8 Shares 447 Est. Cost $20.42 Unrealized -27.2%
ADBE ADOBE SYSTEMS IIN 0.0%
Value ($000) $8 Shares 19 Est. Cost $342.05 Unrealized +8.3%
BKH BLACK HILLS CORP 0.0%
Value ($000) $8 Shares 150 Est. Cost $45.23 Unrealized +5.9%
NUVEEN PREF & INCOME SECURITIES FUND 0.0%
Value ($000) $8 Shares 976 Est. Cost $8.20 Unrealized
VFH Vanguard Financials ETF 0.0%
Value ($000) $7 Shares 126 Est. Cost $55.56 Unrealized
HLTOY HELLENIC TELECOMMUNICATION ORGANIZATION SA 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $6.00 Unrealized
GLAXOSMITHKLINE PLC ADR 0.0%
Value ($000) $7 Shares 181 Est. Cost $40.09 Unrealized
VIS Vanguard Industrials ETF 0.0%
Value ($000) $7 Shares 50 Est. Cost $140.00 Unrealized
PNC FINANCIAL SERVICES GROUP INC 0.0%
Value ($000) $7 Shares 250 Est. Cost $24.00 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE LP 0.0%
Value ($000) $7 Shares 800 Est. Cost $24.84 Unrealized
JHG JANUS HENDERSON GROUP PLC 0.0%
Value ($000) $7 Shares 325 Est. Cost $29.15 Unrealized -33.9%
FTNT FORTINET INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $15.29 Unrealized +64.2%
FORESCOUT TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 300 Est. Cost $36.67 Unrealized
FBIN FORTUNE BRANDS HOME & SECURITY INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $48.33 Unrealized -11.6%
KMI KINDER MORGAN INC 0.0%
Value ($000) $6 Shares 400 Est. Cost $11.69 Unrealized -7.2%
NVAX NOVAVAX INC 0.0%
Value ($000) $6 Shares 72 Est. Cost $8.46 Unrealized +352.0%
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 0.0%
Value ($000) $6 Shares 87 Est. Cost $62.21 Unrealized
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $6 Shares 12 Est. Cost $466.57 Unrealized +8.7%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $85.67 Unrealized -33.9%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $6 Shares 176 Est. Cost $35.63 Unrealized -30.4%
ZUORA INC 0.0%
Value ($000) $6 Shares 500 Est. Cost $12.00 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $5 Shares 19 Est. Cost $210.53 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $5 Shares 107 Est. Cost $49.88 Unrealized
QQQ POWERSHARES QQQ ETF 0.0%
Value ($000) $5 Shares 20 Est. Cost $175.00 Unrealized
ALC ALCON INC ORD SHS 0.0%
Value ($000) $5 Shares 80 Est. Cost $59.15 Unrealized -5.6%
VDE Vanguard Energy ETF 0.0%
Value ($000) $5 Shares 101 Est. Cost $49.50 Unrealized
PACIFIC ETHANOL INC 0.0%
Value ($000) $4 Shares 5,001 Est. Cost $0.80 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $4 Shares 73 Est. Cost $52.11 Unrealized
OXFORD LANE CAP CORP 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $10.00 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTL STK ETF 0.0%
Value ($000) $4 Shares 65 Est. Cost $57.97 Unrealized
PNW PINNACLE WEST CAPITAL CORP 0.0%
Value ($000) $4 Shares 51 Est. Cost $70.35 Unrealized -16.0%
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 -22.1%
FORTIVE CORP 0.0%
Value ($000) $4 Shares 5 Est. Cost $800.00 Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $4 Shares 213 Est. Cost $32.45 Unrealized -45.1%
MTB M&T BANK CORP 0.0%
Value ($000) $4 Shares 40 Est. Cost $137.68 Unrealized -36.2%
MGA MAGNA INTERNATIONAL INC 0.0%
Value ($000) $4 Shares 80 Est. Cost $38.10 Unrealized -13.4%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $40.00 Unrealized
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $3 Shares 31 Est. Cost $119.64 Unrealized -30.0%
AA ALCOA CORP 0.0%
Value ($000) $3 Shares 225 Est. Cost $41.51 Unrealized -79.4%
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $66.67 Unrealized
JPMORGAN CHASE & CO PFD 6.1 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
WEN THE WENDY'S CO 0.0%
Value ($000) $3 Shares 127 Est. Cost $19.67 Unrealized +1.0%
UA UNDER ARMOUR INC C 0.0%
Value ($000) $3 Shares 301 Est. Cost $19.32 Unrealized -56.0%
HTHIY HITACHI LTD 0.0%
Value ($000) $3 Shares 40 Est. Cost $57.69 Unrealized
PCRX PACIRA PHARMACEUTICALS INC 0.0%
Value ($000) $3 Shares 60 Est. Cost $43.23 Unrealized -3.3%
BOTZ GLOBAL X ROBOTICS & ARTFCL INTLLGNC ETF 0.0%
Value ($000) $3 Shares 110 Est. Cost $18.18 Unrealized
CHAMPIONX ORD 0.0%
Value ($000) $3 Shares 275 Est. Cost $10.91 Unrealized
CERNER CORP 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
XLU SELECT SECTOR SPDR TRUST THE UTILITIES SELECT SECT 0.0%
Value ($000) $3 Shares 55 Est. Cost $36.36 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $3 Shares 25 Est. Cost $120.00 Unrealized
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $294.28 Unrealized +91.8%
HPQ HP INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.31 Unrealized -14.6%
CLOVIS ONCOLOGY INC 0.0%
Value ($000) $2 Shares 250 Est. Cost $28.00 Unrealized
COHEN & STEERS TOT RET REALTY 0.0%
Value ($000) $2 Shares 162 Est. Cost $9.23 Unrealized
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $2 Shares 46 Est. Cost $50.44 Unrealized -11.2%
STERLING BANCORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
MFIC APOLLO INVESTMENT CORP 0.0%
Value ($000) $2 Shares 241 Est. Cost $7.39 Unrealized -38.5%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $2 Shares 55 Est. Cost $45.99 Unrealized -35.7%
XYZ SQUARE INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $67.93 Unrealized +12.7%
HPE HEWLETT PACKERD ENTERPRISE CO 0.0%
Value ($000) $2 Shares 200 Est. Cost $13.11 Unrealized -37.3%
NRG NRG ENERGY INC 0.0%
Value ($000) $1 Shares 41 Est. Cost $29.11 Unrealized -4.3%
VOX VANGUARD TELECOMMUNICATION SERVICES ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
ECON COLUMBIA EMERGING MARKETS CONSUMER ETF 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
CRNC CERENCE ORD 0.0%
Value ($000) $1 Shares 30 Est. Cost $16.42 Unrealized +74.9%
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $37.70 Unrealized -21.8%
CC THE CHEMOURS CO 0.0%
Value ($000) $1 Shares 75 Est. Cost $11.42 Unrealized -10.2%
ADAMS DIVERSIFIED EQUITY FUND 0.0%
Value ($000) $1 Shares 75 Est. Cost Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $120.79 Unrealized +74.3%
AAL AMERICAN AIRLINES GROUP INC 0.0%
Value ($000) $1 Shares 62 Est. Cost $29.02 Unrealized -58.2%
FOOT LOCKER INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $40.00 Unrealized
FRONTIER COMMUNICATIONS CORP CLASS B 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
LDK SOLAR CO LTD 0.0%
Value ($000) $0 Shares 400 Est. Cost Unrealized
FUEL PERFORMANCE SOL RESTRICTED SHARES 0.0%
Value ($000) $0 Shares 2,080 Est. Cost Unrealized
FUEL PERFORMANCE SOLUTIONS INC 0.0%
Value ($000) $0 Shares 2,080 Est. Cost Unrealized
MALLINCKRODT PLC 0.0%
Value ($000) $0 Shares 26 Est. Cost Unrealized
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $13.85 Unrealized -64.8%
TELIGENT INC 0.0%
Value ($000) $0 Shares 180 Est. Cost Unrealized
AIG AMERICAN INTERNATIONAL GROUP INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $36.75 Unrealized -33.7%
MTRT METAL ARTS CO INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $0.01 Unrealized -29.7%
MCDERMOTT INTERNATIONAL INC 0.0%
Value ($000) $0 Shares 26 Est. Cost Unrealized
CAPITAL GROWTH SYSTEMS INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
CONTANGO OIL & GAS CO 0.0%
Value ($000) $0 Shares 175 Est. Cost Unrealized
WINDSWEPT ENVIRONMENTAL GROUP INC. 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $21.34 Unrealized -67.4%
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $1.95 Unrealized +140.4%
RSL COMMUNICATIONS LTD (NV) 0.0%
Value ($000) $0 Shares 375 Est. Cost Unrealized
PGN1EUR PARAGON OFFSHORE PLC 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
CALIFORNIA RESOURCES CORP 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
GPS INDUSTRIES INC.(NV) 0.0%
Value ($000) $0 Shares 50,002 Est. Cost Unrealized