RESOURCES MANAGEMENT CORP /CT/ /ADV Diversified Active

CIK: 0000749044 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 16, 2021

Total Value ($000): $621,712 (100.0% shares, 0.0% debt)

Holdings (491)

AAPL APPLE INC 6.5%
Value ($000) $40,382 Shares 304,334 Est. Cost $91.24 Unrealized +28.2%
MSFT MICROSOFT CORP 4.9%
Value ($000) $30,211 Shares 135,829 Est. Cost $100.81 Unrealized +104.4%
NEE NEXTERA ENERGY INC 3.3%
Value ($000) $20,568 Shares 266,603 Est. Cost $57.98 Unrealized +13.2%
JPM JPMORGAN CHASE & CO 3.0%
Value ($000) $18,654 Shares 146,803 Est. Cost $92.66 Unrealized +5.9%
MCD MCDONALD'S CORP 2.7%
Value ($000) $16,768 Shares 78,144 Est. Cost $135.34 Unrealized +42.8%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $15,052 Shares 95,643 Est. Cost $108.04 Unrealized +18.0%
APH AMPHENOL CORP CLASS A 2.3%
Value ($000) $14,524 Shares 111,064 Est. Cost $21.65 Unrealized +35.3%
ACN ACCENTURE PLC CLASS A 2.3%
Value ($000) $14,435 Shares 55,263 Est. Cost $149.23 Unrealized +49.5%
HD HOME DEPOT INC 2.3%
Value ($000) $14,295 Shares 53,819 Est. Cost $169.84 Unrealized +42.8%
PG PROCTER & GAMBLE CO 2.2%
Value ($000) $13,502 Shares 97,038 Est. Cost $67.79 Unrealized +81.7%
DHR DANAHER CORP 2.1%
Value ($000) $12,915 Shares 58,138 Est. Cost $89.60 Unrealized +118.7%
PEP PEPSICO INC 2.0%
Value ($000) $12,616 Shares 85,068 Est. Cost $90.72 Unrealized +33.6%
TJX TJX COMPANIES INC 2.0%
Value ($000) $12,365 Shares 181,062 Est. Cost $46.29 Unrealized +22.0%
BLACKROCK INC 1.8%
Value ($000) $11,335 Shares 15,709 Est. Cost $473.57 Unrealized
ITW ILLINOIS TOOL WORKS INC 1.6%
Value ($000) $9,832 Shares 48,224 Est. Cost $117.55 Unrealized +54.0%
ABBV ABBVIE INC 1.6%
Value ($000) $9,735 Shares 90,850 Est. Cost $67.63 Unrealized +16.7%
INTC INTEL CORP 1.4%
Value ($000) $9,006 Shares 180,766 Est. Cost $41.68 Unrealized +5.6%
VFC VF CORP 1.3%
Value ($000) $8,325 Shares 97,471 Est. Cost $85.31 Unrealized -6.3%
PFE PFIZER INC 1.3%
Value ($000) $8,174 Shares 222,053 Est. Cost $27.65 Unrealized +3.5%
CVS CVS HEALTH CORP 1.3%
Value ($000) $8,087 Shares 118,405 Est. Cost $55.73 Unrealized -0.9%
UPS UNITED PARCEL SERVICE INC (UPS) CLASS B 1.3%
Value ($000) $8,017 Shares 47,608 Est. Cost $88.54 Unrealized +54.6%
FISV FISERV INC 1.2%
Value ($000) $7,682 Shares 67,465 Est. Cost $79.10 Unrealized +36.2%
GOOGL ALPHABET INC CLASS A 1.2%
Value ($000) $7,661 Shares 4,371 Est. Cost $61.26 Unrealized +36.3%
TD TORONTO-DOMINION BANK 1.1%
Value ($000) $6,861 Shares 121,607 Est. Cost $59.55 Unrealized -14.9%
DIS WALT DISNEY CO 1.0%
Value ($000) $6,433 Shares 35,505 Est. Cost $121.53 Unrealized +15.4%
HON HONEYWELL INTERNATIONAL INC 1.0%
Value ($000) $6,236 Shares 29,319 Est. Cost $123.38 Unrealized +32.7%
VAW VANGUARD MATERIALS ETF 1.0%
Value ($000) $6,067 Shares 38,649 Est. Cost $131.10 Unrealized
BMY BRISTOL-MYERS SQUIBB COMPANY 1.0%
Value ($000) $5,951 Shares 95,930 Est. Cost $45.11 Unrealized +10.9%
BAC BANK OF AMERICA CORPORATION 0.9%
Value ($000) $5,689 Shares 187,708 Est. Cost $25.23 Unrealized -6.2%
ABT ABBOTT LABORATORIES 0.9%
Value ($000) $5,548 Shares 50,668 Est. Cost $57.83 Unrealized +71.7%
CVX CHEVRON CORP 0.9%
Value ($000) $5,372 Shares 63,611 Est. Cost $87.91 Unrealized -26.0%
PNC PNC FINANCIAL SERVICES GROUP INC 0.8%
Value ($000) $5,139 Shares 34,492 Est. Cost $109.37 Unrealized -2.6%
ADP AUTOMATIC DATA PROCESSING INC 0.8%
Value ($000) $4,780 Shares 27,129 Est. Cost $120.81 Unrealized +22.1%
RAYTHEON TECHNOLOGIES ORD 0.8%
Value ($000) $4,723 Shares 66,042 Est. Cost $62.50 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.7%
Value ($000) $4,453 Shares 35,377 Est. Cost $100.53 Unrealized -7.1%
COST COSTCO WHOLESALE CORP 0.7%
Value ($000) $4,363 Shares 11,580 Est. Cost $251.89 Unrealized +37.9%
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $4,134 Shares 92,374 Est. Cost $36.42 Unrealized -3.2%
QCOM QUALCOMM INC 0.7%
Value ($000) $4,121 Shares 27,050 Est. Cost $55.09 Unrealized +126.4%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $4,107 Shares 69,913 Est. Cost $36.77 Unrealized +19.6%
STZ CONSTELLATION BRANDS INC CLASS A 0.7%
Value ($000) $4,105 Shares 18,739 Est. Cost $186.28 Unrealized -2.9%
T AT&T INC 0.7%
Value ($000) $4,091 Shares 142,259 Est. Cost $14.78 Unrealized +4.0%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $4,086 Shares 11,653 Est. Cost $230.64 Unrealized +33.6%
SYK STRYKER CORPORATION 0.6%
Value ($000) $3,839 Shares 15,668 Est. Cost $161.80 Unrealized +32.6%
ORCL ORACLE CORPORATION 0.6%
Value ($000) $3,725 Shares 57,584 Est. Cost $43.58 Unrealized +27.4%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.6%
Value ($000) $3,599 Shares 76,235 Est. Cost $43.26 Unrealized
SPY SPDR S&P 500 ETF 0.5%
Value ($000) $3,377 Shares 9,031 Est. Cost $290.86 Unrealized
WMT WAL-MART STORES INC 0.5%
Value ($000) $3,356 Shares 23,280 Est. Cost $28.86 Unrealized +56.8%
AVGO BROADCOM LTD 0.5%
Value ($000) $3,341 Shares 7,631 Est. Cost $23.27 Unrealized +49.6%
ORLY O'REILLY AUTOMOTIVE INC 0.5%
Value ($000) $2,903 Shares 6,415 Est. Cost $21.34 Unrealized +41.4%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $2,778 Shares 47,681 Est. Cost $56.53 Unrealized -12.7%
DUK DUKE ENERGY CORPORATION 0.4%
Value ($000) $2,773 Shares 30,289 Est. Cost $60.19 Unrealized +25.7%
DLR DIGITAL REALTY TRUST INC 0.4%
Value ($000) $2,645 Shares 18,958 Est. Cost $100.34 Unrealized +19.0%
XOM EXXON MOBIL CORPORATION 0.4%
Value ($000) $2,632 Shares 63,844 Est. Cost $58.19 Unrealized -47.8%
META FACEBOOK INC CLASS A 0.4%
Value ($000) $2,526 Shares 9,247 Est. Cost $187.29 Unrealized +45.4%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $2,434 Shares 6,857 Est. Cost $285.81 Unrealized +11.6%
LOW LOWE'S COMPANIES INC 0.4%
Value ($000) $2,420 Shares 15,076 Est. Cost $91.02 Unrealized +62.7%
PLD PROLOGIS INC 0.4%
Value ($000) $2,392 Shares 24,004 Est. Cost $74.11 Unrealized +18.0%
PKG PACKAGING CORP OF AMERICA 0.4%
Value ($000) $2,373 Shares 17,204 Est. Cost $88.80 Unrealized +21.4%
TORRINGTON WATER CO INC 0.4%
Value ($000) $2,276 Shares 48,942 Est. Cost $45.05 Unrealized
AMZN AMAZON.COM INC 0.4%
Value ($000) $2,260 Shares 694 Est. Cost $113.05 Unrealized +41.2%
UNP UNION PACIFIC CORP 0.4%
Value ($000) $2,255 Shares 10,828 Est. Cost $127.79 Unrealized +39.3%
NFLX NETFLIX INC 0.4%
Value ($000) $2,235 Shares 4,134 Est. Cost $34.86 Unrealized +45.4%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.4%
Value ($000) $2,221 Shares 44,332 Est. Cost $41.00 Unrealized
FTV FORTIVE CORP 0.3%
Value ($000) $2,090 Shares 29,510 Est. Cost $49.45 Unrealized +1.7%
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $2,078 Shares 5,535 Est. Cost $293.27 Unrealized
WFC WELLS FARGO & CO 0.3%
Value ($000) $2,067 Shares 68,484 Est. Cost $46.51 Unrealized -50.5%
KMB KIMBERLY-CLARK CORP 0.3%
Value ($000) $2,059 Shares 15,268 Est. Cost $86.98 Unrealized +33.3%
SBUX STARBUCKS CORP 0.3%
Value ($000) $2,056 Shares 19,216 Est. Cost $66.69 Unrealized +27.7%
V VISA INC CLASS A 0.3%
Value ($000) $2,021 Shares 9,242 Est. Cost $139.59 Unrealized +41.3%
EMR EMERSON ELECTRIC CO 0.3%
Value ($000) $2,014 Shares 25,060 Est. Cost $61.95 Unrealized +7.9%
CAT CATERPILLAR INC 0.3%
Value ($000) $1,992 Shares 10,945 Est. Cost $120.63 Unrealized +27.7%
VIACOMCBS CL B ORD 0.3%
Value ($000) $1,982 Shares 53,207 Est. Cost $28.56 Unrealized
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $1,974 Shares 13,598 Est. Cost $94.37 Unrealized +37.0%
BMO BANK OF MONTREAL 0.3%
Value ($000) $1,907 Shares 25,085 Est. Cost $59.01 Unrealized -6.1%
CMCSA COMCAST CORP CLASS A 0.3%
Value ($000) $1,875 Shares 35,778 Est. Cost $33.55 Unrealized +24.2%
TSCO TRACTOR SUPPLY CO 0.3%
Value ($000) $1,830 Shares 13,015 Est. Cost $18.57 Unrealized +38.7%
AMGN AMGEN INC 0.3%
Value ($000) $1,793 Shares 7,798 Est. Cost $159.97 Unrealized +22.7%
BNS BANK OF NOVA SCOTIA 0.3%
Value ($000) $1,789 Shares 33,100 Est. Cost $39.46 Unrealized -8.4%
RMD RESMED INC 0.3%
Value ($000) $1,691 Shares 7,957 Est. Cost $124.48 Unrealized +53.4%
ALEXION PHARMACEUTICALS INC 0.3%
Value ($000) $1,649 Shares 10,555 Est. Cost $112.04 Unrealized
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $1,602 Shares 21,959 Est. Cost $67.98 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.3%
Value ($000) $1,572 Shares 10,285 Est. Cost $78.84 Unrealized +62.9%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $1,545 Shares 27,319 Est. Cost $72.61 Unrealized -44.1%
D DOMINION ENERGY INC 0.2%
Value ($000) $1,477 Shares 19,642 Est. Cost $51.14 Unrealized +24.0%
MRK MERCK & CO INC 0.2%
Value ($000) $1,443 Shares 17,643 Est. Cost $51.41 Unrealized +26.1%
FIS FIDELITY NATIONAL INFORMATION SERVICES INC 0.2%
Value ($000) $1,369 Shares 9,677 Est. Cost $97.29 Unrealized +31.0%
FDX FEDEX CORP 0.2%
Value ($000) $1,331 Shares 5,127 Est. Cost $209.79 Unrealized +19.7%
LAM RESEARCH CORP 0.2%
Value ($000) $1,324 Shares 2,804 Est. Cost $176.49 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.2%
Value ($000) $1,313 Shares 25,406 Est. Cost $42.92 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $1,304 Shares 4,771 Est. Cost $137.66 Unrealized +79.9%
KO COCA-COLA CO 0.2%
Value ($000) $1,282 Shares 23,381 Est. Cost $36.30 Unrealized +21.9%
CRM SALESFORCE.COM INC 0.2%
Value ($000) $1,262 Shares 5,673 Est. Cost $232.73 Unrealized +3.2%
AME AMETEK INC 0.2%
Value ($000) $1,241 Shares 10,260 Est. Cost $73.35 Unrealized +48.5%
BX BLACKSTONE GROUP LP 0.2%
Value ($000) $1,240 Shares 19,140 Est. Cost $43.32 Unrealized +12.7%
CL COLGATE-PALMOLIVE CO 0.2%
Value ($000) $1,232 Shares 14,406 Est. Cost $55.97 Unrealized +31.2%
CRWD CROWDSTRIKE HOLDINGS INC 0.2%
Value ($000) $1,223 Shares 5,774 Est. Cost $132.20 Unrealized +17.9%
NEW YORK COMMUNITY BANCORP INC 0.2%
Value ($000) $1,188 Shares 112,570 Est. Cost $10.98 Unrealized
ITRI ITRON INC 0.2%
Value ($000) $1,181 Shares 12,320 Est. Cost $68.04 Unrealized +13.0%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,178 Shares 7,918 Est. Cost $163.84 Unrealized -20.3%
AVY AVERY DENNISON CORP 0.2%
Value ($000) $1,161 Shares 7,485 Est. Cost $107.75 Unrealized +23.2%
PANW PALO ALTO NETWORKS INC. 0.2%
Value ($000) $1,130 Shares 3,181 Est. Cost $38.19 Unrealized +22.3%
BRK/B BERKSHIRE HATHAWAY INC B 0.2%
Value ($000) $1,122 Shares 4,839 Est. Cost $205.45 Unrealized +7.2%
LULU LULULEMON ATHLETICA INC 0.2%
Value ($000) $1,121 Shares 3,222 Est. Cost $272.18 Unrealized +27.6%
C CITIGROUP INC 0.2%
Value ($000) $1,110 Shares 18,007 Est. Cost $50.14 Unrealized -15.5%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $1,031 Shares 4,119 Est. Cost $221.56 Unrealized -3.2%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $1,023 Shares 4,307 Est. Cost $147.35 Unrealized +38.9%
STAG STAG INDUSTRIAL INC 0.2%
Value ($000) $994 Shares 31,726 Est. Cost $30.98 Unrealized
LEG LEGGETT & PLATT INC 0.2%
Value ($000) $993 Shares 22,410 Est. Cost $44.68 Unrealized -4.0%
GENERAL ELECTRIC CO 0.2%
Value ($000) $978 Shares 90,518 Est. Cost $11.29 Unrealized
USB U.S. BANCORP 0.2%
Value ($000) $976 Shares 20,945 Est. Cost $39.13 Unrealized -13.5%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $974 Shares 6,937 Est. Cost $109.87 Unrealized +5.2%
CSX CSX CORP 0.2%
Value ($000) $943 Shares 10,392 Est. Cost $21.65 Unrealized +23.9%
BARNES GROUP INC 0.1%
Value ($000) $929 Shares 18,325 Est. Cost $70.99 Unrealized
SPLUNK INC 0.1%
Value ($000) $923 Shares 5,431 Est. Cost $157.50 Unrealized
XPO XPO LOGISTICS INC 0.1%
Value ($000) $905 Shares 7,590 Est. Cost $29.18 Unrealized +24.2%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $904 Shares 25,148 Est. Cost $38.08 Unrealized -5.3%
TTD THE TRADE DESK INC COM CL A 0.1%
Value ($000) $892 Shares 1,113 Est. Cost $24.69 Unrealized +205.8%
MAXIM INTEGRATED PRODUCTS INC 0.1%
Value ($000) $883 Shares 9,966 Est. Cost $56.73 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $882 Shares 9,586 Est. Cost $53.21 Unrealized +54.3%
CB CHUBB LTD 0.1%
Value ($000) $875 Shares 5,687 Est. Cost $127.44 Unrealized +2.1%
DOW DOW CHEMICAL CO 0.1%
Value ($000) $865 Shares 15,582 Est. Cost $31.87 Unrealized +22.5%
WBS WEBSTER FINANCIAL CORP 0.1%
Value ($000) $858 Shares 20,367 Est. Cost $65.05 Unrealized -44.5%
SMG THE SCOTTS MIRACLE GRO CO 0.1%
Value ($000) $820 Shares 4,118 Est. Cost $108.19 Unrealized +31.6%
CARR CARRIE GLOBAL CORP-WI 0.1%
Value ($000) $813 Shares 21,544 Est. Cost $17.13 Unrealized +97.4%
STT STATE STREET CORP 0.1%
Value ($000) $803 Shares 11,035 Est. Cost $69.30 Unrealized -17.0%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $800 Shares 29,000 Est. Cost $22.00 Unrealized -5.6%
PPL PPL CORP 0.1%
Value ($000) $792 Shares 28,080 Est. Cost $22.28 Unrealized +4.0%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $783 Shares 6,642 Est. Cost $96.55 Unrealized +11.3%
SO SOUTHERN CO 0.1%
Value ($000) $760 Shares 12,375 Est. Cost $35.35 Unrealized +40.1%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $756 Shares 5,240 Est. Cost $94.45 Unrealized +33.4%
NVDA NVIDIA Corp 0.1%
Value ($000) $749 Shares 1,435 Est. Cost $12.74 Unrealized +4.8%
NKE NIKE INC B 0.1%
Value ($000) $746 Shares 5,275 Est. Cost $89.15 Unrealized +38.2%
VWDRY VESTAS WIND SYSTEMS A/S 0.1%
Value ($000) $741 Shares 9,392 Est. Cost $27.58 Unrealized
WASH WASHINGTON TRUST BANCORP INC 0.1%
Value ($000) $717 Shares 16,000 Est. Cost $38.37 Unrealized -27.2%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $716 Shares 5,925 Est. Cost $98.29 Unrealized +5.7%
MFC MANULIFE FINANCIAL CORP 0.1%
Value ($000) $712 Shares 39,963 Est. Cost $17.44 Unrealized -8.5%
SPIRIT REALTY CAPITAL INC 0.1%
Value ($000) $704 Shares 17,515 Est. Cost $41.87 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $703 Shares 10,055 Est. Cost $83.30 Unrealized -42.4%
MDT MEDTRONIC PLC 0.1%
Value ($000) $701 Shares 5,983 Est. Cost $77.04 Unrealized +23.4%
LINDE PLC 0.1%
Value ($000) $700 Shares 2,657 Est. Cost $156.11 Unrealized
PEOPLE S UNITED FINANCIAL INC 0.1%
Value ($000) $689 Shares 53,260 Est. Cost $16.02 Unrealized
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $678 Shares 14,139 Est. Cost $40.89 Unrealized -12.8%
AB ALLIANCEBERNSTEIN HOLDING L.P. 0.1%
Value ($000) $675 Shares 19,975 Est. Cost $30.43 Unrealized
OMC OMNICOM GROUP INC 0.1%
Value ($000) $669 Shares 10,729 Est. Cost $52.24 Unrealized -9.0%
BOH BANK OF HAWAII CORP 0.1%
Value ($000) $667 Shares 8,700 Est. Cost $61.69 Unrealized -10.9%
GBCI GLACIER BANCORP INC 0.1%
Value ($000) $667 Shares 14,500 Est. Cost $34.31 Unrealized +0.3%
GOOG ALPHABET INC C 0.1%
Value ($000) $666 Shares 380 Est. Cost $59.42 Unrealized +40.9%
MA MASTERCARD INC A 0.1%
Value ($000) $653 Shares 1,829 Est. Cost $200.34 Unrealized +61.4%
CBRL CRACKER BARREL OLD COUNTRY STORE INC 0.1%
Value ($000) $652 Shares 4,940 Est. Cost $113.75 Unrealized -7.2%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $628 Shares 1,348 Est. Cost $274.96 Unrealized +68.2%
GLD SPDR GOLD SHARES TRUST 0.1%
Value ($000) $620 Shares 3,475 Est. Cost $112.71 Unrealized
UBSI UNITED BANKSHARES INC 0.1%
Value ($000) $616 Shares 19,000 Est. Cost $37.92 Unrealized -25.5%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $599 Shares 2,200 Est. Cost $153.61 Unrealized +50.6%
ROST ROSS STORES INC 0.1%
Value ($000) $578 Shares 4,710 Est. Cost $85.36 Unrealized +16.2%
CHD CHURCH & DWIGHT COMPANY INC. 0.1%
Value ($000) $577 Shares 6,618 Est. Cost $51.78 Unrealized +61.0%
TRMK TRUSTMARK CORP 0.1%
Value ($000) $574 Shares 21,000 Est. Cost $27.80 Unrealized -22.9%
GIS GENERAL MILLS INC 0.1%
Value ($000) $572 Shares 9,725 Est. Cost $34.96 Unrealized +45.5%
BKU BANKUNITED INC 0.1%
Value ($000) $570 Shares 16,400 Est. Cost $30.96 Unrealized -22.2%
FIBK FIRST INTERSTATE BANCSYSTEM INC 0.1%
Value ($000) $550 Shares 13,500 Est. Cost $30.14 Unrealized -6.3%
ROG ROGERS CORP 0.1%
Value ($000) $544 Shares 3,500 Est. Cost $131.57 Unrealized +0.7%
CHCO CITY HOLDING CO 0.1%
Value ($000) $522 Shares 7,500 Est. Cost $63.61 Unrealized -12.6%
CBU COMMUNITY BANK SYSTEM INC 0.1%
Value ($000) $514 Shares 8,250 Est. Cost $51.28 Unrealized +2.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP A 0.1%
Value ($000) $513 Shares 6,259 Est. Cost $70.24 Unrealized +0.1%
OTIS OTIS WORLDWIDE CORP-WI 0.1%
Value ($000) $511 Shares 7,559 Est. Cost $47.48 Unrealized +26.5%
DOC HEALTHPEAK PROPERTIES ORD 0.1%
Value ($000) $507 Shares 16,779 Est. Cost $23.84 Unrealized -6.7%
WSBC WESBANCO INC 0.1%
Value ($000) $497 Shares 16,600 Est. Cost $47.84 Unrealized -43.6%
BA BOEING CO 0.1%
Value ($000) $497 Shares 2,320 Est. Cost $305.01 Unrealized -37.0%
VB VANGUARD SMALL CAP ETF 0.1%
Value ($000) $488 Shares 2,505 Est. Cost $152.74 Unrealized
NBTB NBT BANCORP INC 0.1%
Value ($000) $482 Shares 15,000 Est. Cost $39.84 Unrealized -24.9%
TMUS T-MOBILE US INC 0.1%
Value ($000) $474 Shares 3,515 Est. Cost $119.35 Unrealized 0.0%
WRB WR BERKLEY CORP 0.1%
Value ($000) $471 Shares 7,097 Est. Cost $22.48 Unrealized +13.7%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $466 Shares 570 Est. Cost $177.57 Unrealized +39.8%
INDB INDEPENDENT BANK CORP 0.1%
Value ($000) $457 Shares 6,250 Est. Cost $69.45 Unrealized -21.2%
BRYN MAWR BANK CORP 0.1%
Value ($000) $456 Shares 14,900 Est. Cost $46.85 Unrealized
VOO VANGUARD 500 ETF 0.1%
Value ($000) $447 Shares 1,301 Est. Cost $272.59 Unrealized
OXFORD LANE CAP COR PFD SER 2027 PRF 0.1%
Value ($000) $437 Shares 19,000 Est. Cost $23.00 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value ($000) $428 Shares 4,945 Est. Cost $50.04 Unrealized +46.1%
NSRGY NESTLE SA ADR 0.1%
Value ($000) $421 Shares 3,575 Est. Cost $83.04 Unrealized
MONROE CAP CORP NT 09/30/2023 PFD PROSPECT 0.1%
Value ($000) $408 Shares 16,200 Est. Cost $25.19 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS INC 0.1%
Value ($000) $407 Shares 2,654 Est. Cost $112.22 Unrealized +18.6%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $406 Shares 5,715 Est. Cost $25.91 Unrealized -8.5%
BCE BCE INC 0.1%
Value ($000) $401 Shares 9,370 Est. Cost $26.42 Unrealized +13.8%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $400 Shares 4,303 Est. Cost $83.77 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $390 Shares 4,711 Est. Cost $55.49 Unrealized +8.8%
COP CONOCOPHILLIPS 0.1%
Value ($000) $389 Shares 9,716 Est. Cost $55.90 Unrealized -45.0%
IR INGERSOLL-RAND PLC 0.1%
Value ($000) $389 Shares 8,528 Est. Cost $31.83 Unrealized +29.3%
DCOM DIME COMMUNITY BANCSHARES INC 0.1%
Value ($000) $389 Shares 24,675 Est. Cost $17.83 Unrealized 0.0%
STBA S&T BANCORP INC 0.1%
Value ($000) $388 Shares 15,600 Est. Cost $45.27 Unrealized -51.2%
ARI APOLLO COMMERCIAL REAL ESTATE FINANCE INC 0.1%
Value ($000) $386 Shares 34,525 Est. Cost $18.20 Unrealized
UMPQUA HOLDINGS CORP 0.1%
Value ($000) $379 Shares 25,000 Est. Cost $20.80 Unrealized
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $377 Shares 10,394 Est. Cost $24.65 Unrealized +17.2%
MMM 3M CO 0.1%
Value ($000) $373 Shares 2,135 Est. Cost $130.36 Unrealized -9.9%
AFL AFLAC INC 0.1%
Value ($000) $368 Shares 8,285 Est. Cost $38.48 Unrealized -5.6%
JPIN JPMORGAN DIVERSIFIED RETURN INTL EQ ETF 0.1%
Value ($000) $349 Shares 6,000 Est. Cost $58.35 Unrealized
FFBC FIRST FINANCIAL BANCORP 0.1%
Value ($000) $349 Shares 19,915 Est. Cost $22.88 Unrealized -44.2%
BERKSHIRE HAT A 100TH 0.1%
Value ($000) $348 Shares 100 Est. Cost $3480.00 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $348 Shares 8,478 Est. Cost $33.56 Unrealized -20.5%
BOKF BOK FINANCIAL CORP 0.1%
Value ($000) $342 Shares 5,000 Est. Cost $82.31 Unrealized -31.3%
BP BP PLC ADR 0.1%
Value ($000) $338 Shares 16,450 Est. Cost $44.82 Unrealized
VLY VALLEY NATIONAL BANCORP 0.1%
Value ($000) $334 Shares 34,300 Est. Cost $11.95 Unrealized -27.2%
ILMN ILLUMINA INC 0.1%
Value ($000) $333 Shares 900 Est. Cost $320.09 Unrealized -0.4%
ICE INTERCONTINENTAL EXCHANGE INC 0.1%
Value ($000) $324 Shares 2,808 Est. Cost $89.35 Unrealized +8.7%
ALLE ALLEGION PLC 0.1%
Value ($000) $324 Shares 2,780 Est. Cost $76.93 Unrealized +32.1%
LABORATORY CORP OF AMERICA HLDGS 0.1%
Value ($000) $320 Shares 1,570 Est. Cost $173.41 Unrealized
XYL XYLEM INC 0.1%
Value ($000) $317 Shares 3,115 Est. Cost $69.50 Unrealized +27.5%
ALL ALLSTATE CORP 0.1%
Value ($000) $315 Shares 2,867 Est. Cost $82.07 Unrealized +5.6%
FBNC FIRST BANCORP 0.1%
Value ($000) $315 Shares 9,300 Est. Cost $35.19 Unrealized -26.7%
INTU INTUIT INC 0.1%
Value ($000) $313 Shares 825 Est. Cost $204.54 Unrealized +66.4%
NWL NEWELL BRANDS INC 0.0%
Value ($000) $303 Shares 14,270 Est. Cost $15.30 Unrealized +1.7%
PRIORITY INCOME FUND INC 6.625 PFD C 0.0%
Value ($000) $294 Shares 12,000 Est. Cost $24.50 Unrealized
XLE SELECT SECTOR SPDR TRUST SHS BEN INT ENERGY 0.0%
Value ($000) $293 Shares 7,744 Est. Cost $39.77 Unrealized
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $293 Shares 1,391 Est. Cost $145.94 Unrealized +35.7%
VNQ VANGUARD REIT ETF 0.0%
Value ($000) $292 Shares 3,441 Est. Cost $80.62 Unrealized
SNA SNAP-ON INC 0.0%
Value ($000) $276 Shares 1,610 Est. Cost $133.37 Unrealized +9.8%
THE COOPER COMPANIES INC 0.0%
Value ($000) $271 Shares 746 Est. Cost $279.95 Unrealized
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $261 Shares 3,885 Est. Cost $46.48 Unrealized +26.7%
DEO DIAGEO PLC 0.0%
Value ($000) $260 Shares 1,636 Est. Cost $139.20 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC CLASS A 0.0%
Value ($000) $255 Shares 4,360 Est. Cost $35.59 Unrealized +40.9%
PACWEST BANCORP 0.0%
Value ($000) $254 Shares 10,000 Est. Cost $47.60 Unrealized
AUB ATLANTIC UN BANKSHARES CORP 0.0%
Value ($000) $247 Shares 7,500 Est. Cost $28.88 Unrealized -18.0%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $246 Shares 586 Est. Cost $366.96 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $245 Shares 1,596 Est. Cost $95.63 Unrealized +45.7%
WWD WOODWARD INC 0.0%
Value ($000) $243 Shares 2,000 Est. Cost $76.64 Unrealized +28.1%
XLF FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $229 Shares 7,773 Est. Cost $27.53 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $226 Shares 2,282 Est. Cost $64.84 Unrealized +33.7%
SHW SHERWIN-WILLIAMS CO 0.0%
Value ($000) $219 Shares 298 Est. Cost $168.89 Unrealized +34.2%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $218 Shares 1,220 Est. Cost $120.03 Unrealized +25.0%
MRSH MARSH & MCLENNAN COMPANIES INC 0.0%
Value ($000) $216 Shares 1,850 Est. Cost $75.30 Unrealized +39.8%
CBRE CBRE GROUP INC 0.0%
Value ($000) $213 Shares 3,390 Est. Cost $54.35 Unrealized +4.0%
ZBRA ZEBRA TECHNOLOGIES CORP 0.0%
Value ($000) $201 Shares 524 Est. Cost $216.97 Unrealized +55.1%
CMG CHIPOTLE MEXICAN GRILL INC CLASS A 0.0%
Value ($000) $200 Shares 144 Est. Cost $18.16 Unrealized +44.4%
SVB FINANCIAL GROUP 0.0%
Value ($000) $199 Shares 514 Est. Cost $219.90 Unrealized
OSIS OSI SYSTEMS INC 0.0%
Value ($000) $196 Shares 2,105 Est. Cost $77.62 Unrealized +10.1%
VTRS VIATRIS INC COM 0.0%
Value ($000) $182 Shares 9,696 Est. Cost $13.33 Unrealized 0.0%
XLY SELECT SECTOR SPDR FUND SHS BEN CONSUMER DISCRETIO 0.0%
Value ($000) $182 Shares 1,133 Est. Cost $117.06 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $182 Shares 2,050 Est. Cost $77.87 Unrealized
VNT VONTIER ORD WI 0.0%
Value ($000) $180 Shares 5,390 Est. Cost $31.19 Unrealized 0.0%
IVW ISHARES S&P 500 GROWTH 0.0%
Value ($000) $179 Shares 2,800 Est. Cost $63.93 Unrealized
XLV SELECT SECTOR SPDR TRUST THE HEALTH CARE SELECT SE 0.0%
Value ($000) $172 Shares 1,520 Est. Cost $93.78 Unrealized
ZTS Zoetis Inc 0.0%
Value ($000) $169 Shares 1,022 Est. Cost $155.43 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $168 Shares 856 Est. Cost $166.63 Unrealized
CNC CENTENE CORP 0.0%
Value ($000) $168 Shares 2,792 Est. Cost $54.82 Unrealized +15.9%
NUSTAR ENERGY L.P. 0.0%
Value ($000) $166 Shares 11,510 Est. Cost $27.80 Unrealized
PFF ISHARES U.S. PREFERRED STOCK ETF 0.0%
Value ($000) $164 Shares 4,270 Est. Cost $38.41 Unrealized
AJG ARTHUR J. GALLAGHER & CO 0.0%
Value ($000) $160 Shares 1,290 Est. Cost $64.99 Unrealized +65.7%
KHC THE KRAFT HEINZ CO 0.0%
Value ($000) $158 Shares 4,550 Est. Cost $41.57 Unrealized -38.5%
GPC GENUINE PARTS CO 0.0%
Value ($000) $158 Shares 1,575 Est. Cost $79.16 Unrealized +7.1%
TSLA TESLA MOTORS INC 0.0%
Value ($000) $151 Shares 214 Est. Cost $99.02 Unrealized +72.3%
ODFL OLD DOMINION FREIGHT LINES INC 0.0%
Value ($000) $146 Shares 750 Est. Cost $54.19 Unrealized +79.2%
EML THE EASTERN CO 0.0%
Value ($000) $145 Shares 6,000 Est. Cost $24.89 Unrealized -18.4%
CI CIGNA CORP 0.0%
Value ($000) $143 Shares 685 Est. Cost $190.07 Unrealized -5.6%
IYW ISHARES U S TECHNOLOGY ETF 0.0%
Value ($000) $140 Shares 1,640 Est. Cost $85.37 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $140 Shares 2,707 Est. Cost $62.43 Unrealized
TTC TORO CO 0.0%
Value ($000) $136 Shares 1,435 Est. Cost $66.18 Unrealized +33.6%
LII LENNOX INTERNATIONAL INC 0.0%
Value ($000) $134 Shares 490 Est. Cost $199.03 Unrealized +34.3%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $133 Shares 3,125 Est. Cost $42.71 Unrealized -22.3%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $126 Shares 355 Est. Cost $202.26 Unrealized
VARIAN MEDICAL SYSTEMS INC 0.0%
Value ($000) $123 Shares 700 Est. Cost $111.00 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $123 Shares 1,025 Est. Cost $71.13 Unrealized +46.0%
INGR INGREDION INC 0.0%
Value ($000) $123 Shares 1,565 Est. Cost $101.76 Unrealized -24.2%
ARE ALEXANDRIA REAL ESTATE EQUITIES INC 0.0%
Value ($000) $121 Shares 681 Est. Cost $133.04 Unrealized +0.5%
QRVO QORVO INC 0.0%
Value ($000) $118 Shares 710 Est. Cost $147.19 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $115 Shares 6,100 Est. Cost $35.57 Unrealized -60.2%
NVS NOVARTIS AG ADR 0.0%
Value ($000) $112 Shares 1,185 Est. Cost $86.06 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $110 Shares 1,100 Est. Cost $76.34 Unrealized +1.5%
OKE ONEOK INC 0.0%
Value ($000) $110 Shares 2,856 Est. Cost $42.78 Unrealized -41.8%
RVTY PERKINELMER INC 0.0%
Value ($000) $109 Shares 759 Est. Cost $84.34 Unrealized +56.0%
ROYAL DUTCH SHELL CL A 0.0%
Value ($000) $102 Shares 2,890 Est. Cost $63.68 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $101 Shares 773 Est. Cost $72.06 Unrealized
GMF SPDR S&P EMERGING ASIA PACIFIC ETF 0.0%
Value ($000) $99 Shares 775 Est. Cost $96.00 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $96 Shares 1,200 Est. Cost $64.93 Unrealized +9.4%
UAA UNDER ARMOUR INC CLASS A 0.0%
Value ($000) $92 Shares 5,375 Est. Cost $20.82 Unrealized -26.6%
SRE SEMPRA ENERGY 0.0%
Value ($000) $91 Shares 711 Est. Cost $56.85 Unrealized -4.2%
CMI CUMMINS INC 0.0%
Value ($000) $91 Shares 402 Est. Cost $122.00 Unrealized +62.5%
EOG EOG RESOURCES INC 0.0%
Value ($000) $90 Shares 1,795 Est. Cost $59.32 Unrealized -42.5%
HSBC HOLDINGS PLC 0.0%
Value ($000) $88 Shares 3,500 Est. Cost $25.14 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $88 Shares 1,800 Est. Cost $12.51 Unrealized +65.7%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $86 Shares 367 Est. Cost $93.41 Unrealized +121.3%
XLP CONSUMER STAPLES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $82 Shares 1,220 Est. Cost $54.28 Unrealized
WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP 0.0%
Value ($000) $81 Shares 1,103 Est. Cost $103.16 Unrealized -35.6%
AEP AMERICAN ELECTRIC POWER CO INC 0.0%
Value ($000) $81 Shares 978 Est. Cost $54.88 Unrealized +31.2%
MCO MOODY'S CORPORATION 0.0%
Value ($000) $77 Shares 266 Est. Cost $164.89 Unrealized +62.5%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHAR 0.0%
Value ($000) $77 Shares 548 Est. Cost $106.41 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $76 Shares 643 Est. Cost $110.42 Unrealized
LLY ELI LILLY AND CO 0.0%
Value ($000) $76 Shares 450 Est. Cost $100.79 Unrealized +40.3%
MS MORGAN STANLEY 0.0%
Value ($000) $74 Shares 1,076 Est. Cost $38.94 Unrealized +25.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $72 Shares 372 Est. Cost $127.37 Unrealized
KAMAN CORP 0.0%
Value ($000) $71 Shares 1,237 Est. Cost $66.57 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $70 Shares 400 Est. Cost $123.13 Unrealized +31.1%
XLB MATERIALS SELECT SECTOR SPDR ETF 0.0%
Value ($000) $69 Shares 950 Est. Cost $57.20 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $69 Shares 550 Est. Cost $73.78 Unrealized +50.6%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $67 Shares 300 Est. Cost $177.78 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $67 Shares 325 Est. Cost $162.81 Unrealized
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $66 Shares 731 Est. Cost $64.41 Unrealized +36.9%
ETR ENTERGY CORP 0.0%
Value ($000) $66 Shares 665 Est. Cost $31.55 Unrealized +38.2%
DTE DTE ENERGY CO 0.0%
Value ($000) $65 Shares 537 Est. Cost $77.30 Unrealized +14.8%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $64 Shares 327 Est. Cost $132.26 Unrealized +25.1%
ZS ZSCALER INC 0.0%
Value ($000) $60 Shares 300 Est. Cost $72.02 Unrealized +120.8%
DVA DAVITA INC 0.0%
Value ($000) $59 Shares 500 Est. Cost $70.70 Unrealized +44.1%
SALISBURY BANCORP INC 0.0%
Value ($000) $58 Shares 1,554 Est. Cost $41.77 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $57 Shares 125 Est. Cost $229.02 Unrealized +70.5%
AVANGRID INC 0.0%
Value ($000) $55 Shares 1,200 Est. Cost $47.01 Unrealized
MMS MAXIMUS INC 0.0%
Value ($000) $55 Shares 757 Est. Cost $64.92 Unrealized +9.3%
DE DEERE & CO 0.0%
Value ($000) $54 Shares 200 Est. Cost $128.61 Unrealized +80.5%
NEM NEWMONT MINING CORP 0.0%
Value ($000) $53 Shares 888 Est. Cost $27.06 Unrealized +93.4%
EWX SPDR S&P EMERGING MARKETS SMALL CAP ETF 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $44.00 Unrealized
UGI UGI CORP 0.0%
Value ($000) $52 Shares 1,500 Est. Cost $53.89 Unrealized -35.1%
OFS CAP CORP 6.5 CALLABLE PREFERRED SHARES 0.0%
Value ($000) $49 Shares 2,000 Est. Cost $24.50 Unrealized
XYZ SQUARE INC 0.0%
Value ($000) $48 Shares 220 Est. Cost $134.53 Unrealized +45.0%
BANCORPSOUTH BANK SER A NON CUML PERPTL PFD 0.0%
Value ($000) $48 Shares 1,800 Est. Cost $26.67 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $48 Shares 500 Est. Cost $77.27 Unrealized +9.6%
F FORD MOTOR CO 0.0%
Value ($000) $47 Shares 5,350 Est. Cost $6.82 Unrealized -6.8%
ATLASSIAN CORPORATION PLC 0.0%
Value ($000) $47 Shares 200 Est. Cost $95.00 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $47 Shares 1,110 Est. Cost $23.80 Unrealized +3.4%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $47 Shares 750 Est. Cost $48.48 Unrealized -1.4%
IWF ISHARES RUSSELL 1000 GROWTH 0.0%
Value ($000) $46 Shares 192 Est. Cost $130.21 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $46 Shares 200 Est. Cost $104.34 Unrealized +95.6%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $45 Shares 495 Est. Cost $75.67 Unrealized
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $44 Shares 445 Est. Cost $67.16 Unrealized +33.1%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $44 Shares 400 Est. Cost $79.50 Unrealized +23.2%
IJR ISHARES CORE S&P SMALL-CAP 0.0%
Value ($000) $44 Shares 478 Est. Cost $65.90 Unrealized
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $43 Shares 200 Est. Cost $114.48 Unrealized +55.8%
PRIORITY INCOME FUND INC 6.375 PFD SER A 0.0%
Value ($000) $42 Shares 1,800 Est. Cost $23.33 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $41 Shares 525 Est. Cost $51.05 Unrealized +34.9%
FLAGSTAR BANCORP INC 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $31.00 Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $41 Shares 618 Est. Cost $45.24 Unrealized +2.8%
VEEV VEEVA SYSTEMS INC 0.0%
Value ($000) $41 Shares 150 Est. Cost $160.40 Unrealized +74.7%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $40 Shares 159 Est. Cost $159.75 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value ($000) $39 Shares 425 Est. Cost $55.63 Unrealized +3.4%
KANSAS CITY SOUTHERN 0.0%
Value ($000) $38 Shares 185 Est. Cost $110.45 Unrealized
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $37 Shares 893 Est. Cost $54.25 Unrealized -42.3%
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $37 Shares 210 Est. Cost $133.33 Unrealized
IWD ISHARES RUSSELL 1000 VALUE 0.0%
Value ($000) $36 Shares 265 Est. Cost $109.43 Unrealized
IJH ISHARES CORE S&P MID-CAP 0.0%
Value ($000) $36 Shares 158 Est. Cost $164.56 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $34 Shares 150 Est. Cost $176.68 Unrealized +30.1%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $32 Shares 410 Est. Cost $67.31 Unrealized -16.3%
AEO AMERICAN EAGLE OUTFITTERS INC 0.0%
Value ($000) $32 Shares 1,575 Est. Cost $12.79 Unrealized +13.7%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $32 Shares 800 Est. Cost $48.02 Unrealized -26.3%
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value ($000) $30 Shares 201 Est. Cost $118.11 Unrealized
RJF RAYMOND JAMES FINANCIAL INC 0.0%
Value ($000) $30 Shares 315 Est. Cost $54.90 Unrealized -3.3%
AOS A.O. SMITH CORP 0.0%
Value ($000) $30 Shares 550 Est. Cost $51.29 Unrealized -1.9%
AZN ASTRAZENECA PLC EACH ADS REPRESENTING 1/2 OF AN OR 0.0%
Value ($000) $30 Shares 600 Est. Cost $39.09 Unrealized
NSP INSPERITY INC 0.0%
Value ($000) $28 Shares 350 Est. Cost $90.47 Unrealized -21.7%
ARISTA NETWORKS INC 0.0%
Value ($000) $28 Shares 95 Est. Cost $210.53 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR 0.0%
Value ($000) $26 Shares 713 Est. Cost $32.41 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $26 Shares 145 Est. Cost $74.85 Unrealized +93.5%
GABELLI UTILITY TRUST 0.0%
Value ($000) $26 Shares 3,225 Est. Cost $7.58 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $26 Shares 100 Est. Cost $184.40 Unrealized +6.8%
B RILEY FINL INC SR NT 6.5 09/30/2026 PFD PROS 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $26.00 Unrealized
MET METLIFE INC 0.0%
Value ($000) $25 Shares 532 Est. Cost $35.53 Unrealized +4.2%
TDOC Teladoc Health Inc 0.0%
Value ($000) $24 Shares 118 Est. Cost $203.34 Unrealized 0.0%
PRIORITY INCOME 6.375 12/31/24 21 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $23.00 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $23 Shares 475 Est. Cost $34.32 Unrealized +18.6%
BRISTOL MYERS SQUIBB CONTINGENT RTS 0.0%
Value ($000) $23 Shares 33,935 Est. Cost $3.02 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK MKT ETF 0.0%
Value ($000) $22 Shares 257 Est. Cost $85.60 Unrealized
OHI OMEGA HEALTHCARE INVESTORS INC 0.0%
Value ($000) $22 Shares 600 Est. Cost $36.67 Unrealized
NUANCE COMMUNICATIONS INC 0.0%
Value ($000) $22 Shares 490 Est. Cost $15.94 Unrealized
THE INTERPUBLIC GROUP OF COMPANIES INC 0.0%
Value ($000) $22 Shares 925 Est. Cost $16.91 Unrealized +2.2%
VRTS VIRTUS INVESTMENT PARTNERS INC 0.0%
Value ($000) $22 Shares 100 Est. Cost $151.05 Unrealized 0.0%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $22 Shares 240 Est. Cost $85.71 Unrealized
FSLY FASTLY INC 0.0%
Value ($000) $22 Shares 250 Est. Cost $39.40 Unrealized +123.8%
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $21 Shares 1,430 Est. Cost $23.08 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $21 Shares 85 Est. Cost $344.30 Unrealized -24.8%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $21 Shares 200 Est. Cost $107.50 Unrealized
GIL GILDAN ACTIVEWEAR INC COM 0.0%
Value ($000) $20 Shares 700 Est. Cost $25.75 Unrealized -12.9%
MKSI MKS INSTRUMENTS INC 0.0%
Value ($000) $20 Shares 130 Est. Cost $78.64 Unrealized +59.9%
THE CONNECTICUT LIGHT & POWER CO 0.0%
Value ($000) $20 Shares 362 Est. Cost $55.25 Unrealized
BALL BALL CORP 0.0%
Value ($000) $19 Shares 200 Est. Cost $69.22 Unrealized +25.4%
AHCO ADAPTHEALTH CORP ORDINARY SHARES 0.0%
Value ($000) $19 Shares 513 Est. Cost $9.95 Unrealized +211.0%
DNP SELECT INCOME 0.0%
Value ($000) $18 Shares 1,800 Est. Cost $10.00 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $18 Shares 120 Est. Cost $83.80 Unrealized +44.6%
VSS VANGUARD FTSE ALL-WORLD EX-US SM-CP ETF 0.0%
Value ($000) $18 Shares 150 Est. Cost $106.67 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $17 Shares 75 Est. Cost $117.42 Unrealized +74.3%
LEA LEAR CORP 0.0%
Value ($000) $17 Shares 110 Est. Cost $147.10 Unrealized -14.6%
AVNS AVANOS MED INC 0.0%
Value ($000) $17 Shares 375 Est. Cost $64.35 Unrealized -35.3%
RDWR RADWARE LTD 0.0%
Value ($000) $17 Shares 600 Est. Cost $26.82 Unrealized -6.9%
QS Quantumscape Corp 0.0%
Value ($000) $17 Shares 200 Est. Cost $36.62 Unrealized 0.0%
PNW PINNACLE WEST CAPITAL CORP 0.0%
Value ($000) $16 Shares 200 Est. Cost $63.04 Unrealized +4.4%
VEREIT INC CLASS A 0.0%
Value ($000) $16 Shares 419 Est. Cost $38.19 Unrealized
CONSUMERS ENERGY CO 0.0%
Value ($000) $16 Shares 150 Est. Cost $106.67 Unrealized
CAPSTEAD MORTGAGE CORP 0.0%
Value ($000) $15 Shares 2,550 Est. Cost $7.89 Unrealized
EZU ISHARES MSCI EUROZONE 0.0%
Value ($000) $15 Shares 350 Est. Cost $40.48 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $14 Shares 400 Est. Cost $22.64 Unrealized 0.0%
WTRG ESSENTIAL UTILITIES ORD 0.0%
Value ($000) $14 Shares 300 Est. Cost $47.18 Unrealized -5.9%
ANAPLAN INC 0.0%
Value ($000) $14 Shares 200 Est. Cost $45.00 Unrealized
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value ($000) $13 Shares 100 Est. Cost $130.00 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $13 Shares 400 Est. Cost $19.81 Unrealized +29.9%
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $13 Shares 90 Est. Cost $105.11 Unrealized
NEU NEWMARKET CORP 0.0%
Value ($000) $12 Shares 30 Est. Cost $343.80 Unrealized -3.0%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $12 Shares 360 Est. Cost $19.52 Unrealized +33.2%
LIT Global X Lithium & Battery Tech ETF 0.0%
Value ($000) $12 Shares 200 Est. Cost $60.00 Unrealized
BCSF BAIN CAPITAL SPECIALTY FINANCE INC 0.0%
Value ($000) $11 Shares 900 Est. Cost $8.04 Unrealized -22.7%
GMAC CAPITAL TRUST I 0.0%
Value ($000) $11 Shares 400 Est. Cost $27.50 Unrealized
JHG JANUS HENDERSON GROUP PLC 0.0%
Value ($000) $11 Shares 325 Est. Cost $29.15 Unrealized -2.1%
ECL ECOLAB INC 0.0%
Value ($000) $11 Shares 50 Est. Cost $137.00 Unrealized +44.1%
SIEMENS GAMESA RENEWABLE ENERGY SA 0.0%
Value ($000) $11 Shares 1,380 Est. Cost $7.97 Unrealized
BANK OF AMERICA CORPORATION 0.0%
Value ($000) $11 Shares 500 Est. Cost $22.00 Unrealized
VOCERA COMMUNICATIONS INC 0.0%
Value ($000) $11 Shares 258 Est. Cost $42.64 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $10 Shares 96 Est. Cost $104.17 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $10 Shares 100 Est. Cost $85.67 Unrealized -9.3%
UVV UNIVERSAL CORP 0.0%
Value ($000) $10 Shares 200 Est. Cost $56.05 Unrealized -19.7%
THO THOR INDUSTRIES INC 0.0%
Value ($000) $10 Shares 103 Est. Cost $84.41 Unrealized 0.0%
FIVN FIVE9 INC 0.0%
Value ($000) $10 Shares 56 Est. Cost $152.08 Unrealized 0.0%
ADBE ADOBE SYSTEMS IIN 0.0%
Value ($000) $10 Shares 19 Est. Cost $342.05 Unrealized +41.2%
UMICORE SA 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
SCE Trust IV 0.0%
Value ($000) $10 Shares 400 Est. Cost $25.00 Unrealized
BEKE KE HOLDINGS ADR REP 3 CL A ORD 0.0%
Value ($000) $9 Shares 150 Est. Cost $60.00 Unrealized
VIS Vanguard Industrials ETF 0.0%
Value ($000) $9 Shares 50 Est. Cost $140.00 Unrealized
BKH BLACK HILLS CORP 0.0%
Value ($000) $9 Shares 150 Est. Cost $45.23 Unrealized +6.7%
SRNE SORRENTO THERAPEUTICS INC 0.0%
Value ($000) $9 Shares 1,340 Est. Cost $8.03 Unrealized 0.0%
NUVEEN PREF & INCOME SECURITIES FUND 0.0%
Value ($000) $9 Shares 976 Est. Cost $9.22 Unrealized
ETFMG PRIME CYBER SECURITY ETF 0.0%
Value ($000) $9 Shares 150 Est. Cost $35.89 Unrealized
VFH Vanguard Financials ETF 0.0%
Value ($000) $9 Shares 127 Est. Cost $55.56 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $9 Shares 176 Est. Cost $35.63 Unrealized +0.6%
HLTOY HELLENIC TELECOMMUNICATION ORGANIZATION SA 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $6.00 Unrealized
UBER Uber Technologies Inc 0.0%
Value ($000) $8 Shares 150 Est. Cost $44.81 Unrealized 0.0%
SWITCHBACK ENERGY ACQUITION CORP 0.0%
Value ($000) $8 Shares 200 Est. Cost $40.00 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $8 Shares 117 Est. Cost $60.39 Unrealized +7.0%
EPD ENTERPRISE PRODUCTS PARTNERS L.P. 0.0%
Value ($000) $8 Shares 407 Est. Cost $27.18 Unrealized
BAND BANDWIDTH INC 0.0%
Value ($000) $8 Shares 54 Est. Cost $164.83 Unrealized 0.0%
MRNA MODERNA INC 0.0%
Value ($000) $8 Shares 75 Est. Cost $69.72 Unrealized +45.1%
ZUORA INC 0.0%
Value ($000) $7 Shares 500 Est. Cost $12.00 Unrealized
ROMEO POWER CL A ORD 0.0%
Value ($000) $7 Shares 300 Est. Cost $23.33 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $7 Shares 330 Est. Cost $52.03 Unrealized -67.5%
FTNT FORTINET INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $15.29 Unrealized +65.3%
PNC FINANCIAL SERVICES GROUP INC DEP PFD 0.0%
Value ($000) $7 Shares 250 Est. Cost $28.00 Unrealized
WDAY WORKDAY INC CLASS A 0.0%
Value ($000) $7 Shares 30 Est. Cost $224.69 Unrealized 0.0%
GLAXOSMITHKLINE PLC ADR 0.0%
Value ($000) $7 Shares 181 Est. Cost $40.09 Unrealized
KEY KEYCORP 0.0%
Value ($000) $7 Shares 400 Est. Cost $14.64 Unrealized -22.3%
ANNALY CAPITAL MANAGEMENT INC 0.0%
Value ($000) $7 Shares 800 Est. Cost $10.20 Unrealized
Duke Energy Corp 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
CROX CROCS INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $57.09 Unrealized 0.0%
SPLV POWERSHARES S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $48.28 Unrealized
QQQ POWERSHARES QQQ ETF 0.0%
Value ($000) $6 Shares 19 Est. Cost $175.00 Unrealized
MGA MAGNA INTERNATIONAL INC 0.0%
Value ($000) $6 Shares 80 Est. Cost $38.10 Unrealized +31.2%
DIAMONDPEAK HOLDINGS CORP 0.0%
Value ($000) $6 Shares 300 Est. Cost $20.00 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $5 Shares 400 Est. Cost $11.69 Unrealized -15.0%
ALC ALCON INC ORD SHS 0.0%
Value ($000) $5 Shares 80 Est. Cost $59.15 Unrealized +4.3%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $5 Shares 49 Est. Cost $63.41 Unrealized
OXFORD LANE CAP CORP 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $10.00 Unrealized
VDE Vanguard Energy ETF 0.0%
Value ($000) $5 Shares 103 Est. Cost $49.30 Unrealized
MTB M&T BANK CORP 0.0%
Value ($000) $5 Shares 40 Est. Cost $137.68 Unrealized -29.8%
FORTIVE CORP 0.0%
Value ($000) $5 Shares 5 Est. Cost $1000.00 Unrealized
AA ALCOA CORP 0.0%
Value ($000) $5 Shares 225 Est. Cost $41.51 Unrealized -60.0%
SNAP Snap Inc Cl A 0.0%
Value ($000) $5 Shares 100 Est. Cost $41.54 Unrealized 0.0%
SLP SIMULATIONS PLUS INC 0.0%
Value ($000) $5 Shares 66 Est. Cost $64.97 Unrealized 0.0%
TROW T. ROWE PRICE GROUP INC 0.0%
Value ($000) $5 Shares 30 Est. Cost $114.35 Unrealized 0.0%
CERNER CORP 0.0%
Value ($000) $4 Shares 50 Est. Cost $60.00 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $4 Shares 73 Est. Cost $52.11 Unrealized
PCRX PACIRA PHARMACEUTICALS INC 0.0%
Value ($000) $4 Shares 60 Est. Cost $43.23 Unrealized +35.5%
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $4 Shares 37 Est. Cost $108.11 Unrealized
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECT ETF 0.0%
Value ($000) $4 Shares 10 Est. Cost $300.00 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $100.00 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTL STK ETF 0.0%
Value ($000) $4 Shares 65 Est. Cost $57.97 Unrealized
CHAMPIONX ORD 0.0%
Value ($000) $4 Shares 275 Est. Cost $10.91 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS-A 0.0%
Value ($000) $3 Shares 10 Est. Cost $445.83 Unrealized 0.0%
MFIC APOLLO INVESTMENT CORP 0.0%
Value ($000) $3 Shares 241 Est. Cost $7.39 Unrealized -28.6%
XLU SELECT SECTOR SPDR TRUST THE UTILITIES SELECT SECT 0.0%
Value ($000) $3 Shares 55 Est. Cost $36.36 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE LP 0.0%
Value ($000) $3 Shares 400 Est. Cost $24.84 Unrealized
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $466.57 Unrealized +36.4%
STERLING BANCORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $20.00 Unrealized
JPMORGAN CHASE & CO PFD 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $3 Shares 201 Est. Cost $62.38 Unrealized -79.3%
HTHIY HITACHI LTD 0.0%
Value ($000) $3 Shares 40 Est. Cost $57.69 Unrealized
CRNC CERENCE ORD 0.0%
Value ($000) $3 Shares 30 Est. Cost $16.42 Unrealized +353.9%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $3 Shares 77 Est. Cost $32.45 Unrealized +13.6%
VOX VANGUARD TELECOMMUNICATION SERVICES ETF 0.0%
Value ($000) $2 Shares 15 Est. Cost $66.67 Unrealized
EAST RESOURCES ACQUITION CO UNITS (1 Ord Class A 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.33 Unrealized
FOOT LOCKER INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $294.28 Unrealized +82.4%
DISH NETWORK CORP 0.0%
Value ($000) $2 Shares 52 Est. Cost $38.46 Unrealized
JUNIPER NETWORKS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
AAL AMERICAN AIRLINES GROUP INC 0.0%
Value ($000) $1 Shares 62 Est. Cost $29.02 Unrealized -52.3%
ECON COLUMBIA EMERGING MARKETS CONSUMER ETF 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
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 +65.3%
CLOVIS ONCOLOGY INC 0.0%
Value ($000) $1 Shares 250 Est. Cost $28.00 Unrealized
GPS INDUSTRIES INC.(NV) 0.0%
Value ($000) $0 Shares 50,000 Est. Cost Unrealized
CONTANGO OIL & GAS CO 0.0%
Value ($000) $0 Shares 175 Est. Cost Unrealized
LDK SOLAR CO LTD 0.0%
Value ($000) $0 Shares 400 Est. Cost Unrealized
CAPITAL GROWTH SYSTEMS INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
PGN1EUR PARAGON OFFSHORE PLC 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
WINDSWEPT ENVIRONMENTAL GROUP INC. 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $13.85 Unrealized -70.8%
RSL COMMUNICATIONS LTD (NV) 0.0%
Value ($000) $0 Shares 375 Est. Cost Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $21.34 Unrealized -25.0%
SATS ECHOSTAR CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $23.93 Unrealized 0.0%
FUEL PERFORMANCE SOLUTIONS INC 0.0%
Value ($000) $0 Shares 2,080 Est. Cost Unrealized
LUMN LUMEN TECHNOLOGIES INC ORDINARY SHARES 0.0%
Value ($000) $0 Shares 28 Est. Cost $8.43 Unrealized 0.0%