RESOURCES MANAGEMENT CORP /CT/ /ADV Diversified Active

Location: West Hartford, CT

CIK: 0000749044 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 13, 2021

Total Value: $661M (100.0% shares, 0.0% debt)

Holdings (507)

AAPL APPLE INC 5.5%
Value $36.67M Shares 300,212 Est. Cost Unrealized
MSFT MICROSOFT CORP 4.8%
Value $31.43M Shares 133,329 Est. Cost Unrealized
JPM JPMORGAN CHASE & CO 3.4%
Value $22.31M Shares 146,573 Est. Cost Unrealized
NEE NEXTERA ENERGY INC 3.0%
Value $20.15M Shares 266,483 Est. Cost Unrealized
MCD MCDONALD'S CORP 2.6%
Value $17.46M Shares 77,901 Est. Cost Unrealized
HD HOME DEPOT INC 2.5%
Value $16.53M Shares 54,166 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 2.4%
Value $15.63M Shares 95,111 Est. Cost Unrealized
ACN ACCENTURE PLC CLASS A 2.3%
Value $15.07M Shares 54,536 Est. Cost Unrealized
APH AMPHENOL CORP CLASS A 2.2%
Value $14.53M Shares 220,188 Est. Cost Unrealized
PG PROCTER & GAMBLE CO 2.0%
Value $13.1M Shares 96,719 Est. Cost Unrealized
DHR DANAHER CORP 2.0%
Value $13.06M Shares 58,040 Est. Cost Unrealized
BLACKROCK INC 1.8%
Value $12.16M Shares 16,133 Est. Cost Unrealized
PEP PEPSICO INC 1.8%
Value $11.91M Shares 84,222 Est. Cost Unrealized
TJX TJX COMPANIES INC 1.8%
Value $11.86M Shares 179,326 Est. Cost Unrealized
ITW ILLINOIS TOOL WORKS INC 1.6%
Value $10.66M Shares 48,144 Est. Cost Unrealized
INTC INTEL CORP 1.6%
Value $10.63M Shares 166,063 Est. Cost Unrealized
ABBV ABBVIE INC 1.5%
Value $9.839M Shares 90,915 Est. Cost Unrealized
CVS CVS HEALTH CORP 1.4%
Value $9.066M Shares 120,510 Est. Cost Unrealized
GOOGL ALPHABET INC CLASS A 1.4%
Value $8.997M Shares 4,362 Est. Cost Unrealized
UPS UNITED PARCEL SERVICE INC (UPS) CLASS B 1.2%
Value $8.196M Shares 48,213 Est. Cost Unrealized
FISV FISERV INC 1.2%
Value $8.07M Shares 67,795 Est. Cost Unrealized
VFC VF CORP 1.2%
Value $7.913M Shares 99,010 Est. Cost Unrealized
TD TORONTO-DOMINION BANK 1.2%
Value $7.879M Shares 120,821 Est. Cost Unrealized
PFE PFIZER INC 1.2%
Value $7.646M Shares 211,040 Est. Cost Unrealized
BAC BANK OF AMERICA CORPORATION 1.1%
Value $7.271M Shares 187,923 Est. Cost Unrealized
CVX CHEVRON CORP 1.0%
Value $6.778M Shares 64,679 Est. Cost Unrealized
DIS WALT DISNEY CO 1.0%
Value $6.607M Shares 35,805 Est. Cost Unrealized
VAW VANGUARD MATERIALS ETF 1.0%
Value $6.6M Shares 38,164 Est. Cost Unrealized
HON HONEYWELL INTERNATIONAL INC 1.0%
Value $6.418M Shares 29,568 Est. Cost Unrealized
ABT ABBOTT LABORATORIES 0.9%
Value $6.041M Shares 50,411 Est. Cost Unrealized
PNC PNC FINANCIAL SERVICES GROUP INC 0.9%
Value $6.027M Shares 34,362 Est. Cost Unrealized
BMY BRISTOL-MYERS SQUIBB COMPANY 0.9%
Value $5.862M Shares 92,857 Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.8%
Value $5.107M Shares 27,099 Est. Cost Unrealized
RAYTHEON TECHNOLOGIES ORD 0.7%
Value $4.773M Shares 61,764 Est. Cost Unrealized
COST COSTCO WHOLESALE CORP 0.7%
Value $4.77M Shares 13,533 Est. Cost Unrealized
CSCO CISCO SYSTEMS INC 0.7%
Value $4.609M Shares 89,135 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.7%
Value $4.349M Shares 11,689 Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.6%
Value $4.294M Shares 32,222 Est. Cost Unrealized
STZ CONSTELLATION BRANDS INC CLASS A 0.6%
Value $4.226M Shares 18,533 Est. Cost Unrealized
ORCL ORACLE CORPORATION 0.6%
Value $4.054M Shares 57,774 Est. Cost Unrealized
AVGO BROADCOM LTD 0.6%
Value $3.964M Shares 8,550 Est. Cost Unrealized
VZ VERIZON COMMUNICATIONS INC 0.6%
Value $3.935M Shares 67,673 Est. Cost Unrealized
SYK STRYKER CORPORATION 0.6%
Value $3.839M Shares 15,762 Est. Cost Unrealized
QCOM QUALCOMM INC 0.6%
Value $3.679M Shares 27,750 Est. Cost Unrealized
XOM EXXON MOBIL CORPORATION 0.5%
Value $3.608M Shares 64,624 Est. Cost Unrealized
WMT WAL-MART STORES INC 0.5%
Value $3.596M Shares 26,471 Est. Cost Unrealized
SPY SPDR S&P 500 ETF 0.5%
Value $3.54M Shares 8,931 Est. Cost Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.5%
Value $3.536M Shares 71,995 Est. Cost Unrealized
ORLY O'REILLY AUTOMOTIVE INC 0.5%
Value $3.203M Shares 6,315 Est. Cost Unrealized
T AT&T INC 0.5%
Value $3.026M Shares 99,967 Est. Cost Unrealized
DLR DIGITAL REALTY TRUST INC 0.4%
Value $2.844M Shares 20,190 Est. Cost Unrealized
DUK DUKE ENERGY CORPORATION 0.4%
Value $2.842M Shares 29,446 Est. Cost Unrealized
META FACEBOOK INC CLASS A 0.4%
Value $2.825M Shares 9,591 Est. Cost Unrealized
LOW LOWE'S COMPANIES INC 0.4%
Value $2.744M Shares 14,431 Est. Cost Unrealized
GILD GILEAD SCIENCES INC 0.4%
Value $2.598M Shares 40,196 Est. Cost Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value $2.593M Shares 7,017 Est. Cost Unrealized
PLD PROLOGIS INC 0.4%
Value $2.556M Shares 24,111 Est. Cost Unrealized
CAT CATERPILLAR INC 0.4%
Value $2.526M Shares 10,895 Est. Cost Unrealized
WFC WELLS FARGO & CO 0.4%
Value $2.498M Shares 63,949 Est. Cost Unrealized
TSCO TRACTOR SUPPLY CO 0.4%
Value $2.477M Shares 13,990 Est. Cost Unrealized
VIACOMCBS CL B ORD 0.4%
Value $2.4M Shares 53,212 Est. Cost Unrealized
AMZN AMAZON.COM INC 0.4%
Value $2.37M Shares 766 Est. Cost Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.4%
Value $2.361M Shares 45,360 Est. Cost Unrealized
UNP UNION PACIFIC CORP 0.4%
Value $2.354M Shares 10,678 Est. Cost Unrealized
TT TRANE TECHNOLOGIES PLC 0.4%
Value $2.328M Shares 14,063 Est. Cost Unrealized
NFLX NETFLIX INC 0.3%
Value $2.311M Shares 4,430 Est. Cost Unrealized
PKG PACKAGING CORP OF AMERICA 0.3%
Value $2.287M Shares 17,009 Est. Cost Unrealized
EMR EMERSON ELECTRIC CO 0.3%
Value $2.261M Shares 25,060 Est. Cost Unrealized
BMO BANK OF MONTREAL 0.3%
Value $2.216M Shares 24,870 Est. Cost Unrealized
SBUX STARBUCKS CORP 0.3%
Value $2.202M Shares 20,150 Est. Cost Unrealized
IVV ISHARES CORE S&P 500 ETF 0.3%
Value $2.189M Shares 5,503 Est. Cost Unrealized
RMD RESMED INC 0.3%
Value $2.061M Shares 10,624 Est. Cost Unrealized
VLO VALERO ENERGY CORP 0.3%
Value $2.041M Shares 28,503 Est. Cost Unrealized
FTV FORTIVE CORP 0.3%
Value $2.03M Shares 28,732 Est. Cost Unrealized
CMCSA COMCAST CORP CLASS A 0.3%
Value $2.024M Shares 37,407 Est. Cost Unrealized
AMGN AMGEN INC 0.3%
Value $2.005M Shares 8,057 Est. Cost Unrealized
KMB KIMBERLY-CLARK CORP 0.3%
Value $1.978M Shares 14,228 Est. Cost Unrealized
TORRINGTON WATER CO INC 0.3%
Value $1.958M Shares 48,942 Est. Cost Unrealized
V VISA INC CLASS A 0.3%
Value $1.906M Shares 9,002 Est. Cost Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.3%
Value $1.882M Shares 10,257 Est. Cost Unrealized
BNS BANK OF NOVA SCOTIA 0.3%
Value $1.758M Shares 28,100 Est. Cost Unrealized
CRM SALESFORCE.COM INC 0.3%
Value $1.694M Shares 7,995 Est. Cost Unrealized
LAM RESEARCH CORP 0.3%
Value $1.667M Shares 2,801 Est. Cost Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value $1.626M Shares 21,430 Est. Cost Unrealized
ALEXION PHARMACEUTICALS INC 0.2%
Value $1.588M Shares 10,385 Est. Cost Unrealized
BX BLACKSTONE GROUP LP 0.2%
Value $1.501M Shares 20,137 Est. Cost Unrealized
CRWD CROWDSTRIKE HOLDINGS INC 0.2%
Value $1.492M Shares 8,177 Est. Cost Unrealized
FDX FEDEX CORP 0.2%
Value $1.478M Shares 5,203 Est. Cost Unrealized
D DOMINION ENERGY INC 0.2%
Value $1.459M Shares 19,207 Est. Cost Unrealized
NEW YORK COMMUNITY BANCORP INC 0.2%
Value $1.452M Shares 115,070 Est. Cost Unrealized
TMUS T-MOBILE US INC 0.2%
Value $1.427M Shares 11,389 Est. Cost Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value $1.408M Shares 7,755 Est. Cost Unrealized
FIS FIDELITY NATIONAL INFORMATION SERVICES INC 0.2%
Value $1.39M Shares 9,882 Est. Cost Unrealized
MRK MERCK & CO INC 0.2%
Value $1.37M Shares 17,775 Est. Cost Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value $1.357M Shares 4,824 Est. Cost Unrealized
AVY AVERY DENNISON CORP 0.2%
Value $1.355M Shares 7,376 Est. Cost Unrealized
NVDA NVIDIA Corp 0.2%
Value $1.354M Shares 2,535 Est. Cost Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.2%
Value $1.321M Shares 24,769 Est. Cost Unrealized
AME AMETEK INC 0.2%
Value $1.311M Shares 10,260 Est. Cost Unrealized
C CITIGROUP INC 0.2%
Value $1.31M Shares 18,007 Est. Cost Unrealized
GENERAL ELECTRIC CO 0.2%
Value $1.304M Shares 99,343 Est. Cost Unrealized
LULU LULULEMON ATHLETICA INC 0.2%
Value $1.29M Shares 4,207 Est. Cost Unrealized
ITRI ITRON INC 0.2%
Value $1.274M Shares 14,375 Est. Cost Unrealized
XPO XPO LOGISTICS INC 0.2%
Value $1.242M Shares 10,075 Est. Cost Unrealized
QRVO QORVO INC 0.2%
Value $1.195M Shares 6,541 Est. Cost Unrealized
OMC OMNICOM GROUP INC 0.2%
Value $1.193M Shares 16,084 Est. Cost Unrealized
NSC NORFOLK SOUTHERN CORP 0.2%
Value $1.173M Shares 4,367 Est. Cost Unrealized
BRK/B BERKSHIRE HATHAWAY INC B 0.2%
Value $1.168M Shares 4,573 Est. Cost Unrealized
USB U.S. BANCORP 0.2%
Value $1.158M Shares 20,945 Est. Cost Unrealized
KO COCA-COLA CO 0.2%
Value $1.14M Shares 21,631 Est. Cost Unrealized
CL COLGATE-PALMOLIVE CO 0.2%
Value $1.13M Shares 14,331 Est. Cost Unrealized
SMG THE SCOTTS MIRACLE GRO CO 0.2%
Value $1.097M Shares 4,478 Est. Cost Unrealized
FITB FIFTH THIRD BANCORP 0.2%
Value $1.086M Shares 29,000 Est. Cost Unrealized
NKE NIKE INC B 0.2%
Value $1.081M Shares 8,132 Est. Cost Unrealized
WBS WEBSTER FINANCIAL CORP 0.2%
Value $1.08M Shares 19,592 Est. Cost Unrealized
STAG STAG INDUSTRIAL INC 0.2%
Value $1.072M Shares 31,901 Est. Cost Unrealized
U.S. BANCORP 0.2%
Value $1.064M Shares 1,150 Est. Cost Unrealized
PANW PALO ALTO NETWORKS INC. 0.2%
Value $1.055M Shares 3,277 Est. Cost Unrealized
BDX BECTON DICKINSON & CO 0.2%
Value $1.051M Shares 4,322 Est. Cost Unrealized
DOW DOW CHEMICAL CO 0.2%
Value $1.036M Shares 16,202 Est. Cost Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value $1.031M Shares 6,857 Est. Cost Unrealized
BSX BOSTON SCIENTIFIC CORP 0.1%
Value $987K Shares 25,534 Est. Cost Unrealized
CSX CSX CORP 0.1%
Value $978K Shares 10,147 Est. Cost Unrealized
PEOPLE S UNITED FINANCIAL INC 0.1%
Value $933K Shares 52,135 Est. Cost Unrealized
STT STATE STREET CORP 0.1%
Value $926K Shares 11,020 Est. Cost Unrealized
MAXIM INTEGRATED PRODUCTS INC 0.1%
Value $903K Shares 9,886 Est. Cost Unrealized
CBRL CRACKER BARREL OLD COUNTRY STORE INC 0.1%
Value $901K Shares 5,210 Est. Cost Unrealized
CB CHUBB LTD 0.1%
Value $900K Shares 5,697 Est. Cost Unrealized
BARNES GROUP INC 0.1%
Value $897K Shares 18,100 Est. Cost Unrealized
MFC MANULIFE FINANCIAL CORP 0.1%
Value $895K Shares 41,633 Est. Cost Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value $879K Shares 9,390 Est. Cost Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value $872K Shares 6,762 Est. Cost Unrealized
CARR CARRIE GLOBAL CORP-WI 0.1%
Value $867K Shares 20,528 Est. Cost Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $849K Shares 1,861 Est. Cost Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $845K Shares 5,973 Est. Cost Unrealized
SPIRIT REALTY CAPITAL INC 0.1%
Value $834K Shares 19,615 Est. Cost Unrealized
GBCI GLACIER BANCORP INC 0.1%
Value $828K Shares 14,500 Est. Cost Unrealized
NXPI NXP SEMICONDUCTORS NV 0.1%
Value $827K Shares 4,109 Est. Cost Unrealized
WASH WASHINGTON TRUST BANCORP INC 0.1%
Value $826K Shares 16,000 Est. Cost Unrealized
TFC TRUIST FINL CORP COM 0.1%
Value $825K Shares 14,139 Est. Cost Unrealized
TTD THE TRADE DESK INC COM CL A 0.1%
Value $818K Shares 1,255 Est. Cost Unrealized
PSX PHILLIPS 66 0.1%
Value $816K Shares 10,005 Est. Cost Unrealized
SVB FINANCIAL GROUP 0.1%
Value $813K Shares 1,646 Est. Cost Unrealized
AB ALLIANCEBERNSTEIN HOLDING L.P. 0.1%
Value $799K Shares 19,975 Est. Cost Unrealized
PPG PPG INDUSTRIES INC 0.1%
Value $791K Shares 5,265 Est. Cost Unrealized
GOOG ALPHABET INC C 0.1%
Value $786K Shares 380 Est. Cost Unrealized
SPLUNK INC 0.1%
Value $781K Shares 5,761 Est. Cost Unrealized
BOH BANK OF HAWAII CORP 0.1%
Value $779K Shares 8,700 Est. Cost Unrealized
LEG LEGGETT & PLATT INC 0.1%
Value $777K Shares 17,025 Est. Cost Unrealized
SO SOUTHERN CO 0.1%
Value $763K Shares 12,280 Est. Cost Unrealized
LINDE PLC 0.1%
Value $744K Shares 2,657 Est. Cost Unrealized
UBSI UNITED BANKSHARES INC 0.1%
Value $733K Shares 19,000 Est. Cost Unrealized
MDT MEDTRONIC PLC 0.1%
Value $721K Shares 6,100 Est. Cost Unrealized
BKU BANKUNITED INC 0.1%
Value $721K Shares 16,400 Est. Cost Unrealized
TRMK TRUSTMARK CORP 0.1%
Value $707K Shares 21,000 Est. Cost Unrealized
PH PARKER HANNIFIN CORP 0.1%
Value $694K Shares 2,200 Est. Cost Unrealized
BRYN MAWR BANK CORP 0.1%
Value $678K Shares 14,900 Est. Cost Unrealized
XYL XYLEM INC 0.1%
Value $667K Shares 6,345 Est. Cost Unrealized
ROG ROGERS CORP 0.1%
Value $659K Shares 3,500 Est. Cost Unrealized
MA MASTERCARD INC A 0.1%
Value $639K Shares 1,794 Est. Cost Unrealized
CBU COMMUNITY BANK SYSTEM INC 0.1%
Value $633K Shares 8,250 Est. Cost Unrealized
FIBK FIRST INTERSTATE BANCSYSTEM INC 0.1%
Value $622K Shares 13,500 Est. Cost Unrealized
CHCO CITY HOLDING CO 0.1%
Value $613K Shares 7,500 Est. Cost Unrealized
DOC HEALTHPEAK PROPERTIES ORD 0.1%
Value $607K Shares 19,109 Est. Cost Unrealized
NBTB NBT BANCORP INC 0.1%
Value $599K Shares 15,000 Est. Cost Unrealized
WSBC WESBANCO INC 0.1%
Value $599K Shares 16,600 Est. Cost Unrealized
GIS GENERAL MILLS INC 0.1%
Value $596K Shares 9,725 Est. Cost Unrealized
CHD CHURCH & DWIGHT COMPANY INC. 0.1%
Value $578K Shares 6,618 Est. Cost Unrealized
BA BOEING CO 0.1%
Value $577K Shares 2,265 Est. Cost Unrealized
ROST ROSS STORES INC 0.1%
Value $559K Shares 4,660 Est. Cost Unrealized
GLD SPDR GOLD SHARES TRUST 0.1%
Value $556K Shares 3,475 Est. Cost Unrealized
WRB WR BERKLEY CORP 0.1%
Value $535K Shares 7,097 Est. Cost Unrealized
VB VANGUARD SMALL CAP ETF 0.1%
Value $532K Shares 2,484 Est. Cost Unrealized
MMM 3M CO 0.1%
Value $527K Shares 2,735 Est. Cost Unrealized
PPL PPL CORP 0.1%
Value $526K Shares 18,255 Est. Cost Unrealized
INDB INDEPENDENT BANK CORP 0.1%
Value $526K Shares 6,250 Est. Cost Unrealized
STBA S&T BANCORP INC 0.1%
Value $523K Shares 15,600 Est. Cost Unrealized
COP CONOCOPHILLIPS 0.1%
Value $504K Shares 9,516 Est. Cost Unrealized
OTIS OTIS WORLDWIDE CORP-WI 0.1%
Value $494K Shares 7,215 Est. Cost Unrealized
ACTIVISION BLIZZARD INC 0.1%
Value $491K Shares 5,276 Est. Cost Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP A 0.1%
Value $486K Shares 6,224 Est. Cost Unrealized
DCOM DIME COMMUNITY BANCSHARES INC 0.1%
Value $482K Shares 15,989 Est. Cost Unrealized
ARI APOLLO COMMERCIAL REAL ESTATE FINANCE INC 0.1%
Value $482K Shares 34,525 Est. Cost Unrealized
FFBC FIRST FINANCIAL BANCORP 0.1%
Value $478K Shares 19,915 Est. Cost Unrealized
OXFORD LANE CAP COR PFD SER 2027 PRF 0.1%
Value $473K Shares 19,400 Est. Cost Unrealized
VLY VALLEY NATIONAL BANCORP 0.1%
Value $471K Shares 34,300 Est. Cost Unrealized
VWDRY VESTAS WIND SYSTEMS A/S 0.1%
Value $467K Shares 6,812 Est. Cost Unrealized
BOKF BOK FINANCIAL CORP 0.1%
Value $447K Shares 5,000 Est. Cost Unrealized
XLE SELECT SECTOR SPDR TRUST SHS BEN INT ENERGY 0.1%
Value $439K Shares 8,940 Est. Cost Unrealized
UMPQUA HOLDINGS CORP 0.1%
Value $439K Shares 25,000 Est. Cost Unrealized
ES EVERSOURCE ENERGY 0.1%
Value $424K Shares 4,895 Est. Cost Unrealized
MO ALTRIA GROUP INC 0.1%
Value $418K Shares 8,178 Est. Cost Unrealized
IR INGERSOLL-RAND PLC 0.1%
Value $417K Shares 8,480 Est. Cost Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value $414K Shares 4,661 Est. Cost Unrealized
PFF ISHARES U.S. PREFERRED STOCK ETF 0.1%
Value $410K Shares 10,690 Est. Cost Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value $409K Shares 5,292 Est. Cost Unrealized
CAG CONAGRA BRANDS INC 0.1%
Value $406K Shares 10,794 Est. Cost Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value $406K Shares 550 Est. Cost Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS INC 0.1%
Value $406K Shares 2,655 Est. Cost Unrealized
FBNC FIRST BANCORP 0.1%
Value $405K Shares 9,300 Est. Cost Unrealized
AFL AFLAC INC 0.1%
Value $402K Shares 7,845 Est. Cost Unrealized
BP BP PLC ADR 0.1%
Value $401K Shares 16,450 Est. Cost Unrealized
LABORATORY CORP OF AMERICA HLDGS 0.1%
Value $400K Shares 1,570 Est. Cost Unrealized
NSRGY NESTLE SA ADR 0.1%
Value $399K Shares 3,575 Est. Cost Unrealized
NWL NEWELL BRANDS INC 0.1%
Value $385K Shares 14,390 Est. Cost Unrealized
VOO VANGUARD 500 ETF 0.1%
Value $383K Shares 1,052 Est. Cost Unrealized
PACWEST BANCORP 0.1%
Value $382K Shares 10,000 Est. Cost Unrealized
BCE BCE INC 0.1%
Value $370K Shares 8,195 Est. Cost Unrealized
ZTS Zoetis Inc 0.1%
Value $365K Shares 2,317 Est. Cost Unrealized
SNA SNAP-ON INC 0.1%
Value $356K Shares 1,545 Est. Cost Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.1%
Value $350K Shares 3,133 Est. Cost Unrealized
JPIN JPMORGAN DIVERSIFIED RETURN INTL EQ ETF 0.1%
Value $348K Shares 5,700 Est. Cost Unrealized
ILMN ILLUMINA INC 0.1%
Value $346K Shares 900 Est. Cost Unrealized
DG DOLLAR GENERAL CORP 0.1%
Value $339K Shares 1,671 Est. Cost Unrealized
ALLE ALLEGION PLC 0.1%
Value $337K Shares 2,680 Est. Cost Unrealized
ALL ALLSTATE CORP 0.0%
Value $325K Shares 2,830 Est. Cost Unrealized
INTU INTUIT INC 0.0%
Value $316K Shares 825 Est. Cost Unrealized
PRIORITY INCOME FUND INC 6.625 PFD C 0.0%
Value $305K Shares 12,000 Est. Cost Unrealized
HLI HOULIHAN LOKEY INC 0.0%
Value $294K Shares 4,421 Est. Cost Unrealized
VNQ VANGUARD REIT ETF 0.0%
Value $290K Shares 3,161 Est. Cost Unrealized
THE COOPER COMPANIES INC 0.0%
Value $290K Shares 754 Est. Cost Unrealized
AUB ATLANTIC UN BANKSHARES CORP 0.0%
Value $288K Shares 7,500 Est. Cost Unrealized
FSLR FIRST SOLAR INC 0.0%
Value $282K Shares 3,232 Est. Cost Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value $279K Shares 586 Est. Cost Unrealized
DEO DIAGEO PLC 0.0%
Value $269K Shares 1,636 Est. Cost Unrealized
XLF FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value $261K Shares 7,673 Est. Cost Unrealized
CBRE CBRE GROUP INC 0.0%
Value $260K Shares 3,290 Est. Cost Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value $253K Shares 1,265 Est. Cost Unrealized
ZBRA ZEBRA TECHNOLOGIES CORP 0.0%
Value $242K Shares 499 Est. Cost Unrealized
WWD WOODWARD INC 0.0%
Value $241K Shares 2,000 Est. Cost Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value $235K Shares 1,570 Est. Cost Unrealized
MDLZ MONDELEZ INTERNATIONAL INC CLASS A 0.0%
Value $233K Shares 3,980 Est. Cost Unrealized
SHW SHERWIN-WILLIAMS CO 0.0%
Value $220K Shares 298 Est. Cost Unrealized
MRSH MARSH & MCLENNAN COMPANIES INC 0.0%
Value $219K Shares 1,800 Est. Cost Unrealized
EOG EOG RESOURCES INC 0.0%
Value $205K Shares 2,820 Est. Cost Unrealized
CMG CHIPOTLE MEXICAN GRILL INC CLASS A 0.0%
Value $205K Shares 144 Est. Cost Unrealized
OSIS OSI SYSTEMS INC 0.0%
Value $202K Shares 2,105 Est. Cost Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR ETF 0.0%
Value $201K Shares 2,045 Est. Cost Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHAR 0.0%
Value $200K Shares 1,358 Est. Cost Unrealized
NUSTAR ENERGY L.P. 0.0%
Value $195K Shares 11,435 Est. Cost Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value $189K Shares 856 Est. Cost Unrealized
XLY SELECT SECTOR SPDR FUND SHS BEN CONSUMER DISCRETIO 0.0%
Value $187K Shares 1,110 Est. Cost Unrealized
KHC THE KRAFT HEINZ CO 0.0%
Value $182K Shares 4,550 Est. Cost Unrealized
IVW ISHARES S&P 500 GROWTH 0.0%
Value $182K Shares 2,800 Est. Cost Unrealized
GPC GENUINE PARTS CO 0.0%
Value $182K Shares 1,575 Est. Cost Unrealized
TSLA TESLA MOTORS INC 0.0%
Value $180K Shares 270 Est. Cost Unrealized
XLV SELECT SECTOR SPDR TRUST THE HEALTH CARE SELECT SE 0.0%
Value $176K Shares 1,505 Est. Cost Unrealized
ODFL OLD DOMINION FREIGHT LINES INC 0.0%
Value $173K Shares 720 Est. Cost Unrealized
ARE ALEXANDRIA REAL ESTATE EQUITIES INC 0.0%
Value $172K Shares 1,046 Est. Cost Unrealized
EML THE EASTERN CO 0.0%
Value $161K Shares 6,000 Est. Cost Unrealized
AJG ARTHUR J. GALLAGHER & CO 0.0%
Value $160K Shares 1,280 Est. Cost Unrealized
CI CIGNA CORP 0.0%
Value $156K Shares 645 Est. Cost Unrealized
LII LENNOX INTERNATIONAL INC 0.0%
Value $153K Shares 490 Est. Cost Unrealized
CNC CENTENE CORP 0.0%
Value $151K Shares 2,358 Est. Cost Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value $148K Shares 3,125 Est. Cost Unrealized
TTC TORO CO 0.0%
Value $148K Shares 1,435 Est. Cost Unrealized
CDK GLOBAL INC 0.0%
Value $146K Shares 2,707 Est. Cost Unrealized
OKE ONEOK INC 0.0%
Value $145K Shares 2,856 Est. Cost Unrealized
IYW ISHARES U S TECHNOLOGY ETF 0.0%
Value $144K Shares 1,640 Est. Cost Unrealized
ETN EATON CORP PLC 0.0%
Value $142K Shares 1,025 Est. Cost Unrealized
INGR INGREDION INC 0.0%
Value $141K Shares 1,565 Est. Cost Unrealized
IJH ISHARES CORE S&P MID-CAP 0.0%
Value $135K Shares 518 Est. Cost Unrealized
PYPL PAYPAL HOLDINGS INC 0.0%
Value $131K Shares 541 Est. Cost Unrealized
HAL HALLIBURTON CO 0.0%
Value $131K Shares 6,100 Est. Cost Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value $127K Shares 355 Est. Cost Unrealized
VARIAN MEDICAL SYSTEMS INC 0.0%
Value $124K Shares 700 Est. Cost Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value $121K Shares 1,100 Est. Cost Unrealized
UAA UNDER ARMOUR INC CLASS A 0.0%
Value $119K Shares 5,375 Est. Cost Unrealized
VNT VONTIER ORD WI 0.0%
Value $105K Shares 3,457 Est. Cost Unrealized
B. RILEY FINCL 0.0%
Value $104K Shares 4,000 Est. Cost Unrealized
CMI CUMMINS INC 0.0%
Value $104K Shares 402 Est. Cost Unrealized
GMF SPDR S&P EMERGING ASIA PACIFIC ETF 0.0%
Value $102K Shares 775 Est. Cost Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value $102K Shares 2,590 Est. Cost Unrealized
NVS NOVARTIS AG ADR 0.0%
Value $101K Shares 1,185 Est. Cost Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value $101K Shares 1,200 Est. Cost Unrealized
RVTY PERKINELMER INC 0.0%
Value $97,000 Shares 759 Est. Cost Unrealized
SRE SEMPRA ENERGY 0.0%
Value $94,000 Shares 711 Est. Cost Unrealized
FAST FASTENAL CO 0.0%
Value $91,000 Shares 1,800 Est. Cost Unrealized
WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP 0.0%
Value $87,000 Shares 1,103 Est. Cost Unrealized
MS MORGAN STANLEY 0.0%
Value $86,000 Shares 1,109 Est. Cost Unrealized
AEP AMERICAN ELECTRIC POWER CO INC 0.0%
Value $86,000 Shares 1,014 Est. Cost Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value $85,000 Shares 643 Est. Cost Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR ETF 0.0%
Value $82,000 Shares 1,195 Est. Cost Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.0%
Value $81,000 Shares 613 Est. Cost Unrealized
MCO MOODY'S CORPORATION 0.0%
Value $79,000 Shares 266 Est. Cost Unrealized
MCK MCKESSON CORP 0.0%
Value $78,000 Shares 400 Est. Cost Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value $77,000 Shares 372 Est. Cost Unrealized
AMP AMERIPRISE FINANCIAL INC 0.0%
Value $76,000 Shares 327 Est. Cost Unrealized
XLB MATERIALS SELECT SECTOR SPDR ETF 0.0%
Value $75,000 Shares 950 Est. Cost Unrealized
DE DEERE & CO 0.0%
Value $75,000 Shares 200 Est. Cost Unrealized
LLY ELI LILLY AND CO 0.0%
Value $75,000 Shares 400 Est. Cost Unrealized
DOV DOVER CORP 0.0%
Value $75,000 Shares 550 Est. Cost Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value $74,000 Shares 332 Est. Cost Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value $69,000 Shares 300 Est. Cost Unrealized
DTE DTE ENERGY CO 0.0%
Value $69,000 Shares 517 Est. Cost Unrealized
AVANGRID INC 0.0%
Value $68,000 Shares 1,367 Est. Cost Unrealized
MMS MAXIMUS INC 0.0%
Value $67,000 Shares 757 Est. Cost Unrealized
RPM RPM INTERNATIONAL INC 0.0%
Value $67,000 Shares 731 Est. Cost Unrealized
SALISBURY BANCORP INC 0.0%
Value $66,000 Shares 1,479 Est. Cost Unrealized
ETR ENTERGY CORP 0.0%
Value $66,000 Shares 665 Est. Cost Unrealized
F FORD MOTOR CO 0.0%
Value $66,000 Shares 5,350 Est. Cost Unrealized
KAMAN CORP 0.0%
Value $63,000 Shares 1,237 Est. Cost Unrealized
XYZ SQUARE INC 0.0%
Value $59,000 Shares 260 Est. Cost Unrealized
STNE STONECO LTD 0.0%
Value $58,000 Shares 940 Est. Cost Unrealized
EWX SPDR S&P EMERGING MARKETS SMALL CAP ETF 0.0%
Value $55,000 Shares 1,000 Est. Cost Unrealized
DVA DAVITA INC 0.0%
Value $54,000 Shares 500 Est. Cost Unrealized
NEM NEWMONT MINING CORP 0.0%
Value $54,000 Shares 888 Est. Cost Unrealized
COR AMERISOURCEBERGEN CORP 0.0%
Value $53,000 Shares 445 Est. Cost Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value $52,000 Shares 495 Est. Cost Unrealized
ZS ZSCALER INC 0.0%
Value $52,000 Shares 300 Est. Cost Unrealized
IJR ISHARES CORE S&P SMALL-CAP 0.0%
Value $52,000 Shares 478 Est. Cost Unrealized
BANCORPSOUTH BANK SER A NON CUML PERPTL PFD 0.0%
Value $51,000 Shares 1,925 Est. Cost Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value $50,000 Shares 529 Est. Cost Unrealized
EXC EXELON CORP 0.0%
Value $49,000 Shares 1,110 Est. Cost Unrealized
KANSAS CITY SOUTHERN 0.0%
Value $49,000 Shares 185 Est. Cost Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value $49,000 Shares 500 Est. Cost Unrealized
MPC MARATHON PETROLEUM CORP 0.0%
Value $48,000 Shares 893 Est. Cost Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value $47,000 Shares 200 Est. Cost Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.0%
Value $47,000 Shares 192 Est. Cost Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value $47,000 Shares 618 Est. Cost Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value $46,000 Shares 125 Est. Cost Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value $46,000 Shares 400 Est. Cost Unrealized
AEO AMERICAN EAGLE OUTFITTERS INC 0.0%
Value $46,000 Shares 1,575 Est. Cost Unrealized
FLAGSTAR BANCORP INC 0.0%
Value $45,000 Shares 1,000 Est. Cost Unrealized
GABELLI UTILITY TRUST 0.0%
Value $45,000 Shares 6,575 Est. Cost Unrealized
PRIORITY INCOME FUND INC 6.375 PFD SER A 0.0%
Value $45,000 Shares 1,800 Est. Cost Unrealized
AEE AMEREN CORP 0.0%
Value $43,000 Shares 525 Est. Cost Unrealized
ATLASSIAN CORPORATION PLC 0.0%
Value $42,000 Shares 200 Est. Cost Unrealized
EIX EDISON INTERNATIONAL 0.0%
Value $41,000 Shares 700 Est. Cost Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value $41,000 Shares 159 Est. Cost Unrealized
GPN GLOBAL PAYMENTS INC 0.0%
Value $40,000 Shares 200 Est. Cost Unrealized
IWD ISHARES RUSSELL 1000 VALUE 0.0%
Value $40,000 Shares 265 Est. Cost Unrealized
VTRS VIATRIS INC COM 0.0%
Value $39,000 Shares 2,814 Est. Cost Unrealized
VEEV VEEVA SYSTEMS INC 0.0%
Value $39,000 Shares 150 Est. Cost Unrealized
WSO WATSCO INC 0.0%
Value $39,000 Shares 150 Est. Cost Unrealized
RJF RAYMOND JAMES FINANCIAL INC 0.0%
Value $39,000 Shares 315 Est. Cost Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value $39,000 Shares 325 Est. Cost Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value $39,000 Shares 210 Est. Cost Unrealized
DAL DELTA AIR LINES INC 0.0%
Value $39,000 Shares 800 Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $38,000 Shares 480 Est. Cost Unrealized
B RILEY FINL INC SR NT 6.50 PFD PROS 0.0%
Value $37,000 Shares 1,400 Est. Cost Unrealized
AOS A.O. SMITH CORP 0.0%
Value $37,000 Shares 550 Est. Cost Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value $33,000 Shares 100 Est. Cost Unrealized
XBI SPDR S&P Biotech ETF 0.0%
Value $30,000 Shares 220 Est. Cost Unrealized
AZN ASTRAZENECA PLC EACH ADS REPRESENTING 1/2 OF AN OR 0.0%
Value $30,000 Shares 600 Est. Cost Unrealized
ARISTA NETWORKS INC 0.0%
Value $29,000 Shares 95 Est. Cost Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value $29,000 Shares 195 Est. Cost Unrealized
NSP INSPERITY INC 0.0%
Value $29,000 Shares 350 Est. Cost Unrealized
ALTO ALTO INGREDIENTS ORD 0.0%
Value $27,000 Shares 5,001 Est. Cost Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR 0.0%
Value $26,000 Shares 646 Est. Cost Unrealized
NEWTEK BUS SERVS 0.0%
Value $26,000 Shares 1,000 Est. Cost Unrealized
MET METLIFE INC 0.0%
Value $26,000 Shares 425 Est. Cost Unrealized
URI UNITED RENTALS INC 0.0%
Value $25,000 Shares 75 Est. Cost Unrealized
Duke Energy Corp 0.0%
Value $25,000 Shares 900 Est. Cost Unrealized
PRIORITY INCOME 6.375 12/31/24 21 0.0%
Value $25,000 Shares 1,000 Est. Cost Unrealized
VRTS VIRTUS INVESTMENT PARTNERS INC 0.0%
Value $24,000 Shares 100 Est. Cost Unrealized
MKSI MKS INSTRUMENTS INC 0.0%
Value $24,000 Shares 130 Est. Cost Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value $24,000 Shares 240 Est. Cost Unrealized
TGT TARGET CORP 0.0%
Value $22,000 Shares 112 Est. Cost Unrealized
OHI OMEGA HEALTHCARE INVESTORS INC 0.0%
Value $22,000 Shares 600 Est. Cost Unrealized
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value $21,000 Shares 1,430 Est. Cost Unrealized
TDOC Teladoc Health Inc 0.0%
Value $21,000 Shares 118 Est. Cost Unrealized
REALTY INCOME 0.0%
Value $21,000 Shares 20,000 Est. Cost Unrealized
THE INTERPUBLIC GROUP OF COMPANIES INC 0.0%
Value $21,000 Shares 705 Est. Cost Unrealized
GIL GILDAN ACTIVEWEAR INC COM 0.0%
Value $21,000 Shares 700 Est. Cost Unrealized
UGI UGI CORP 0.0%
Value $21,000 Shares 500 Est. Cost Unrealized
NUANCE COMMUNICATIONS INC 0.0%
Value $21,000 Shares 490 Est. Cost Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value $20,000 Shares 200 Est. Cost Unrealized
THE CONNECTICUT LIGHT & POWER CO 0.0%
Value $20,000 Shares 362 Est. Cost Unrealized
PLUG PLUG POWER INC 0.0%
Value $19,000 Shares 540 Est. Cost Unrealized
AHCO ADAPTHEALTH CORP ORDINARY SHARES 0.0%
Value $19,000 Shares 513 Est. Cost Unrealized
ADI ANALOG DEVICES INC 0.0%
Value $19,000 Shares 120 Est. Cost Unrealized
LEA LEAR CORP 0.0%
Value $18,000 Shares 100 Est. Cost Unrealized
FSLY FASTLY INC 0.0%
Value $17,000 Shares 250 Est. Cost Unrealized
CONSUMERS ENERGY CO 0.0%
Value $17,000 Shares 150 Est. Cost Unrealized
BALL BALL CORP 0.0%
Value $17,000 Shares 200 Est. Cost Unrealized
VEREIT INC CLASS A 0.0%
Value $16,000 Shares 419 Est. Cost Unrealized
AVNS AVANOS MED INC 0.0%
Value $16,000 Shares 375 Est. Cost Unrealized
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value $16,000 Shares 100 Est. Cost Unrealized
PNW PINNACLE WEST CAPITAL CORP 0.0%
Value $16,000 Shares 200 Est. Cost Unrealized
CAPSTEAD MORTGAGE CORP 0.0%
Value $16,000 Shares 2,550 Est. Cost Unrealized
WTRG ESSENTIAL UTILITIES ORD 0.0%
Value $16,000 Shares 357 Est. Cost Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value $15,000 Shares 400 Est. Cost Unrealized
SCE Trust IV 0.0%
Value $15,000 Shares 600 Est. Cost Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECT ETF 0.0%
Value $14,000 Shares 40 Est. Cost Unrealized
ADSK AUTODESK INC 0.0%
Value $14,000 Shares 50 Est. Cost Unrealized
THO THOR INDUSTRIES INC 0.0%
Value $14,000 Shares 103 Est. Cost Unrealized
AUPH AURINIA PHARMACEUTICALS INC 0.0%
Value $13,000 Shares 1,000 Est. Cost Unrealized
BCSF BAIN CAPITAL SPECIALTY FINANCE INC 0.0%
Value $13,000 Shares 900 Est. Cost Unrealized
ADBE ADOBE SYSTEMS IIN 0.0%
Value $13,000 Shares 28 Est. Cost Unrealized
FIRST REPUBLIC BNK DS 1 40 SRS J PRF 0.0%
Value $13,000 Shares 525 Est. Cost Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value $13,000 Shares 100 Est. Cost Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK MKT ETF 0.0%
Value $12,000 Shares 132 Est. Cost Unrealized
STERLING BANCORP 0.0%
Value $12,000 Shares 450 Est. Cost Unrealized
UVV UNIVERSAL CORP 0.0%
Value $12,000 Shares 200 Est. Cost Unrealized
LIT Global X Lithium & Battery Tech ETF 0.0%
Value $12,000 Shares 200 Est. Cost Unrealized
SRNE SORRENTO THERAPEUTICS INC 0.0%
Value $11,000 Shares 1,340 Est. Cost Unrealized
NEU NEWMARKET CORP 0.0%
Value $11,000 Shares 30 Est. Cost Unrealized
SIEMENS GAMESA RENEWABLE ENERGY SA 0.0%
Value $11,000 Shares 1,380 Est. Cost Unrealized
UMICORE SA 0.0%
Value $11,000 Shares 200 Est. Cost Unrealized
VFH Vanguard Financials ETF 0.0%
Value $11,000 Shares 127 Est. Cost Unrealized
ANAPLAN INC 0.0%
Value $11,000 Shares 200 Est. Cost Unrealized
ECL ECOLAB INC 0.0%
Value $11,000 Shares 50 Est. Cost Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value $10,000 Shares 176 Est. Cost Unrealized
VOCERA COMMUNICATIONS INC 0.0%
Value $10,000 Shares 258 Est. Cost Unrealized
GMAC CAPITAL TRUST I 0.0%
Value $10,000 Shares 400 Est. Cost Unrealized
VIS Vanguard Industrials ETF 0.0%
Value $10,000 Shares 50 Est. Cost Unrealized
MRNA MODERNA INC 0.0%
Value $10,000 Shares 75 Est. Cost Unrealized
BIIB BIOGEN INC 0.0%
Value $10,000 Shares 35 Est. Cost Unrealized
AI C3 AI INC CL A 0.0%
Value $10,000 Shares 150 Est. Cost Unrealized
BKH BLACK HILLS CORP 0.0%
Value $10,000 Shares 150 Est. Cost Unrealized
JHG JANUS HENDERSON GROUP PLC 0.0%
Value $10,000 Shares 325 Est. Cost Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS L.P. 0.0%
Value $9,000 Shares 407 Est. Cost Unrealized
FIVN FIVE9 INC 0.0%
Value $9,000 Shares 56 Est. Cost Unrealized
BEKE KE HOLDINGS ADR REP 3 CL A ORD 0.0%
Value $9,000 Shares 150 Est. Cost Unrealized
FTNT FORTINET INC 0.0%
Value $9,000 Shares 50 Est. Cost Unrealized
QS Quantumscape Corp 0.0%
Value $9,000 Shares 200 Est. Cost Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value $9,000 Shares 117 Est. Cost Unrealized
QTUM DEFIANCE QUANTUM ETF 0.0%
Value $9,000 Shares 200 Est. Cost Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value $9,000 Shares 330 Est. Cost Unrealized
UBER Uber Technologies Inc 0.0%
Value $8,000 Shares 150 Est. Cost Unrealized
BUG GLOBAL X CYBERSECURITY ETF 0.0%
Value $8,000 Shares 300 Est. Cost Unrealized
HLTOY HELLENIC TELECOMMUNICATION ORGANIZATION SA 0.0%
Value $8,000 Shares 1,000 Est. Cost Unrealized
ARBKF ARGO BLOCKCHAIN ORD 0.0%
Value $8,000 Shares 2,500 Est. Cost Unrealized
ETFMG PRIME CYBER SECURITY ETF 0.0%
Value $8,000 Shares 150 Est. Cost Unrealized
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value $8,000 Shares 100 Est. Cost Unrealized
IFNNY INFINEON TECHNOLOGIES AG 0.0%
Value $8,000 Shares 200 Est. Cost Unrealized
CROX CROCS INC 0.0%
Value $8,000 Shares 100 Est. Cost Unrealized
ZUORA INC 0.0%
Value $7,000 Shares 500 Est. Cost Unrealized
BAND BANDWIDTH INC 0.0%
Value $7,000 Shares 54 Est. Cost Unrealized
VDE Vanguard Energy ETF 0.0%
Value $7,000 Shares 103 Est. Cost Unrealized
MGA MAGNA INTERNATIONAL INC 0.0%
Value $7,000 Shares 80 Est. Cost Unrealized
AA ALCOA CORP 0.0%
Value $7,000 Shares 225 Est. Cost Unrealized
KMI KINDER MORGAN INC 0.0%
Value $7,000 Shares 400 Est. Cost Unrealized
GLAXOSMITHKLINE PLC ADR 0.0%
Value $7,000 Shares 195 Est. Cost Unrealized
ANNALY CAPITAL MANAGEMENT INC 0.0%
Value $7,000 Shares 800 Est. Cost Unrealized
CIBR First Trust NASDAQ Cybersecurity ETF 0.0%
Value $7,000 Shares 175 Est. Cost Unrealized
ALC ALCON INC ORD SHS 0.0%
Value $6,000 Shares 80 Est. Cost Unrealized
MTB M&T BANK CORP 0.0%
Value $6,000 Shares 40 Est. Cost Unrealized
CHAMPIONX ORD 0.0%
Value $6,000 Shares 275 Est. Cost Unrealized
OXFORD LANE CAP CORP 0.0%
Value $6,000 Shares 1,000 Est. Cost Unrealized
QQQ POWERSHARES QQQ ETF 0.0%
Value $6,000 Shares 19 Est. Cost Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value $5,000 Shares 201 Est. Cost Unrealized
IXUS ISHARES CORE MSCI TOTAL INTL STK ETF 0.0%
Value $5,000 Shares 65 Est. Cost Unrealized
Switchback Energy Acquisition Corp 0.0%
Value $5,000 Shares 200 Est. Cost Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value $5,000 Shares 50 Est. Cost Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value $5,000 Shares 50 Est. Cost Unrealized
FORTIVE CORP 0.0%
Value $5,000 Shares 5 Est. Cost Unrealized
LHC Group Inc 0.0%
Value $5,000 Shares 25 Est. Cost Unrealized
ADRNY KONINKLIJKE AHOLD DELHAIZE NV ADR 0.0%
Value $5,000 Shares 176 Est. Cost Unrealized
KEY KEYCORP 0.0%
Value $5,000 Shares 272 Est. Cost Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value $5,000 Shares 94 Est. Cost Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value $5,000 Shares 73 Est. Cost Unrealized
KBE SPDR S&P BANK ETF 0.0%
Value $5,000 Shares 100 Est. Cost Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value $5,000 Shares 37 Est. Cost Unrealized
SNAP Snap Inc Cl A 0.0%
Value $5,000 Shares 100 Est. Cost Unrealized
HTHIY HITACHI LTD 0.0%
Value $4,000 Shares 40 Est. Cost Unrealized
DIAMONDPEAK HOLDINGS CORP 0.0%
Value $4,000 Shares 300 Est. Cost Unrealized
SLP SIMULATIONS PLUS INC 0.0%
Value $4,000 Shares 66 Est. Cost Unrealized
DANIMER SCIENTIFIC CL A ORD 0.0%
Value $4,000 Shares 100 Est. Cost Unrealized
SLF SUN LIFE FINL INC COM 0.0%
Value $4,000 Shares 89 Est. Cost Unrealized
PAA PLAINS ALL AMERICAN PIPELINE LP 0.0%
Value $4,000 Shares 400 Est. Cost Unrealized
PCRX PACIRA PHARMACEUTICALS INC 0.0%
Value $4,000 Shares 60 Est. Cost Unrealized
CERNER CORP 0.0%
Value $4,000 Shares 50 Est. Cost Unrealized
KDP KEURIG DR PEPPER INC 0.0%
Value $4,000 Shares 125 Est. Cost Unrealized
FUELCELL ENERGY INC 0.0%
Value $4,000 Shares 300 Est. Cost Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value $4,000 Shares 77 Est. Cost Unrealized
FOOT LOCKER INC 0.0%
Value $3,000 Shares 50 Est. Cost Unrealized
MFIC APOLLO INVESTMENT CORP 0.0%
Value $3,000 Shares 241 Est. Cost Unrealized
JPMORGAN CHASE & CO PFD 6.1 0.0%
Value $3,000 Shares 100 Est. Cost Unrealized
JUNIPER NETWORKS INC 0.0%
Value $3,000 Shares 100 Est. Cost Unrealized
NORTHERN GENESIS ACQUISITION ORD 0.0%
Value $3,000 Shares 200 Est. Cost Unrealized
CRNC CERENCE ORD 0.0%
Value $3,000 Shares 30 Est. Cost Unrealized
INSEEGO CORP 0.0%
Value $3,000 Shares 300 Est. Cost Unrealized
SPLV POWERSHARES S&P 500 LOW VOLATILITY ETF 0.0%
Value $3,000 Shares 45 Est. Cost Unrealized
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value $3,000 Shares 5 Est. Cost Unrealized
YIELD10 BIOSCIENCE INC 0.0%
Value $3,000 Shares 250 Est. Cost Unrealized
ZM ZOOM VIDEO COMMUNICATIONS-A 0.0%
Value $3,000 Shares 10 Est. Cost Unrealized
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value $2,000 Shares 5 Est. Cost Unrealized
EAST RESOURCES ACQUITION CO UNITS (1 Ord Class A 0.0%
Value $2,000 Shares 150 Est. Cost Unrealized
DISH NETWORK CORP 0.0%
Value $2,000 Shares 52 Est. Cost Unrealized
CLOVIS ONCOLOGY INC 0.0%
Value $2,000 Shares 250 Est. Cost Unrealized
VOX VANGUARD TELECOMMUNICATION SERVICES ETF 0.0%
Value $2,000 Shares 15 Est. Cost Unrealized
AMERICA MOVIL SAB DE CV 0.0%
Value $2,000 Shares 162 Est. Cost Unrealized
ROMEO POWER CL A ORD 0.0%
Value $2,000 Shares 300 Est. Cost Unrealized
ADAMS DIVERSIFIED EQUITY FUND 0.0%
Value $1,000 Shares 75 Est. Cost Unrealized
ONB OLD NATIONAL BANCORP 0.0%
Value $1,000 Shares 57 Est. Cost Unrealized
CONTANGO OIL & GAS CO 0.0%
Value $1,000 Shares 175 Est. Cost Unrealized
ECON COLUMBIA EMERGING MARKETS CONSUMER ETF 0.0%
Value $1,000 Shares 30 Est. Cost Unrealized
CHURCHILL CAPITAL CL A ORD 0.0%
Value $1,000 Shares 50 Est. Cost Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value $1,000 Shares 5 Est. Cost Unrealized
AAL AMERICAN AIRLINES GROUP INC 0.0%
Value $1,000 Shares 62 Est. Cost Unrealized
CAPITAL GROWTH SYSTEMS INC 0.0%
Value $0 Shares 20,000 Est. Cost Unrealized
BRISTOL MYERS SQUIBB CONTINGENT RTS 0.0%
Value $0 Shares 10 Est. Cost Unrealized
FUEL PERFORMANCE SOLUTIONS INC 0.0%
Value $0 Shares 2,080 Est. Cost Unrealized
LUMN LUMEN TECHNOLOGIES INC ORDINARY SHARES 0.0%
Value $0 Shares 28 Est. Cost Unrealized
LDK SOLAR CO LTD 0.0%
Value $0 Shares 400 Est. Cost Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value $0 Shares 4 Est. Cost Unrealized
SATS ECHOSTAR CORP 0.0%
Value $0 Shares 10 Est. Cost Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value $0 Shares 1 Est. Cost Unrealized
WINDSWEPT ENVIRONMENTAL GROUP INC. 0.0%
Value $0 Shares 10,000 Est. Cost Unrealized
CHICO'S FAS INC 0.0%
Value $0 Shares 139 Est. Cost Unrealized
VOD VODAFONE GROUP PLC ADR 0.0%
Value $0 Shares 23 Est. Cost Unrealized
PGN1EUR PARAGON OFFSHORE PLC 0.0%
Value $0 Shares 30 Est. Cost Unrealized
NOK NOKIA OYJ 0.0%
Value $0 Shares 38 Est. Cost Unrealized
RSL COMMUNICATIONS LTD (NV) 0.0%
Value $0 Shares 375 Est. Cost Unrealized
GPS INDUSTRIES INC.(NV) 0.0%
Value $0 Shares 50,000 Est. Cost Unrealized