RESOURCES MANAGEMENT CORP /CT/ /ADV Diversified Active

CIK: 0000749044 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 13, 2021

Total Value ($000): $661,476 (100.0% shares, 0.0% debt)

Holdings (507)

AAPL APPLE INC 5.5%
Value ($000) $36,671 Shares 300,212 Est. Cost $91.24 Unrealized +37.1%
MSFT MICROSOFT CORP 4.8%
Value ($000) $31,435 Shares 133,329 Est. Cost $100.81 Unrealized +121.1%
JPM JPMORGAN CHASE & CO 3.4%
Value ($000) $22,313 Shares 146,573 Est. Cost $92.66 Unrealized +37.3%
NEE NEXTERA ENERGY INC 3.0%
Value ($000) $20,149 Shares 266,483 Est. Cost $57.98 Unrealized +18.7%
MCD MCDONALD'S CORP 2.6%
Value ($000) $17,461 Shares 77,901 Est. Cost $135.34 Unrealized +41.3%
HD HOME DEPOT INC 2.5%
Value ($000) $16,534 Shares 54,166 Est. Cost $169.84 Unrealized +43.9%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $15,632 Shares 95,111 Est. Cost $108.04 Unrealized +30.3%
ACN ACCENTURE PLC CLASS A 2.3%
Value ($000) $15,066 Shares 54,536 Est. Cost $149.23 Unrealized +61.7%
APH AMPHENOL CORP CLASS A 2.2%
Value ($000) $14,526 Shares 220,188 Est. Cost $26.30 Unrealized +18.0%
PG PROCTER & GAMBLE CO 2.0%
Value ($000) $13,099 Shares 96,719 Est. Cost $67.79 Unrealized +70.6%
DHR DANAHER CORP 2.0%
Value ($000) $13,064 Shares 58,040 Est. Cost $89.60 Unrealized +121.8%
BLACKROCK INC 1.8%
Value ($000) $12,164 Shares 16,133 Est. Cost $480.94 Unrealized
PEP PEPSICO INC 1.8%
Value ($000) $11,913 Shares 84,222 Est. Cost $90.72 Unrealized +30.0%
TJX TJX COMPANIES INC 1.8%
Value ($000) $11,862 Shares 179,326 Est. Cost $46.29 Unrealized +34.5%
ITW ILLINOIS TOOL WORKS INC 1.6%
Value ($000) $10,665 Shares 48,144 Est. Cost $117.55 Unrealized +57.4%
INTC INTEL CORP 1.6%
Value ($000) $10,628 Shares 166,063 Est. Cost $41.68 Unrealized +29.8%
ABBV ABBVIE INC 1.5%
Value ($000) $9,839 Shares 90,915 Est. Cost $67.63 Unrealized +31.5%
CVS CVS HEALTH CORP 1.4%
Value ($000) $9,066 Shares 120,510 Est. Cost $55.84 Unrealized +11.5%
GOOGL ALPHABET INC CLASS A 1.4%
Value ($000) $8,997 Shares 4,362 Est. Cost $61.26 Unrealized +59.9%
UPS UNITED PARCEL SERVICE INC (UPS) CLASS B 1.2%
Value ($000) $8,196 Shares 48,213 Est. Cost $89.09 Unrealized +48.1%
FISV FISERV INC 1.2%
Value ($000) $8,070 Shares 67,795 Est. Cost $79.10 Unrealized +45.1%
VFC VF CORP 1.2%
Value ($000) $7,913 Shares 99,010 Est. Cost $85.24 Unrealized -4.8%
TD TORONTO-DOMINION BANK 1.2%
Value ($000) $7,879 Shares 120,821 Est. Cost $59.55 Unrealized +2.5%
PFE PFIZER INC 1.2%
Value ($000) $7,646 Shares 211,040 Est. Cost $27.65 Unrealized +1.4%
BAC BANK OF AMERICA CORPORATION 1.1%
Value ($000) $7,271 Shares 187,923 Est. Cost $25.23 Unrealized +21.4%
CVX CHEVRON CORP 1.0%
Value ($000) $6,778 Shares 64,679 Est. Cost $87.77 Unrealized -9.3%
DIS WALT DISNEY CO 1.0%
Value ($000) $6,607 Shares 35,805 Est. Cost $121.53 Unrealized +48.3%
VAW VANGUARD MATERIALS ETF 1.0%
Value ($000) $6,600 Shares 38,164 Est. Cost $131.10 Unrealized
HON HONEYWELL INTERNATIONAL INC 1.0%
Value ($000) $6,418 Shares 29,568 Est. Cost $123.38 Unrealized +43.2%
ABT ABBOTT LABORATORIES 0.9%
Value ($000) $6,041 Shares 50,411 Est. Cost $57.83 Unrealized +87.9%
PNC PNC FINANCIAL SERVICES GROUP INC 0.9%
Value ($000) $6,027 Shares 34,362 Est. Cost $109.37 Unrealized +26.7%
BMY BRISTOL-MYERS SQUIBB COMPANY 0.9%
Value ($000) $5,862 Shares 92,857 Est. Cost $45.11 Unrealized +13.1%
ADP AUTOMATIC DATA PROCESSING INC 0.8%
Value ($000) $5,107 Shares 27,099 Est. Cost $120.81 Unrealized +29.7%
RAYTHEON TECHNOLOGIES ORD 0.7%
Value ($000) $4,773 Shares 61,764 Est. Cost $62.50 Unrealized
COST COSTCO WHOLESALE CORP 0.7%
Value ($000) $4,770 Shares 13,533 Est. Cost $263.13 Unrealized +25.3%
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $4,609 Shares 89,135 Est. Cost $36.42 Unrealized +11.5%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $4,349 Shares 11,689 Est. Cost $230.64 Unrealized +38.6%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.6%
Value ($000) $4,294 Shares 32,222 Est. Cost $100.53 Unrealized -2.4%
STZ CONSTELLATION BRANDS INC CLASS A 0.6%
Value ($000) $4,226 Shares 18,533 Est. Cost $186.28 Unrealized +11.7%
ORCL ORACLE CORPORATION 0.6%
Value ($000) $4,054 Shares 57,774 Est. Cost $43.58 Unrealized +39.1%
AVGO BROADCOM LTD 0.6%
Value ($000) $3,964 Shares 8,550 Est. Cost $25.25 Unrealized +64.9%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $3,935 Shares 67,673 Est. Cost $36.77 Unrealized +14.9%
SYK STRYKER CORPORATION 0.6%
Value ($000) $3,839 Shares 15,762 Est. Cost $161.80 Unrealized +40.8%
QCOM QUALCOMM INC 0.6%
Value ($000) $3,679 Shares 27,750 Est. Cost $56.97 Unrealized +127.7%
XOM EXXON MOBIL CORPORATION 0.5%
Value ($000) $3,608 Shares 64,624 Est. Cost $58.01 Unrealized -25.3%
WMT WAL-MART STORES INC 0.5%
Value ($000) $3,596 Shares 26,471 Est. Cost $30.60 Unrealized +41.5%
SPY SPDR S&P 500 ETF 0.5%
Value ($000) $3,540 Shares 8,931 Est. Cost $290.86 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.5%
Value ($000) $3,536 Shares 71,995 Est. Cost $43.26 Unrealized
ORLY O'REILLY AUTOMOTIVE INC 0.5%
Value ($000) $3,203 Shares 6,315 Est. Cost $21.34 Unrealized +45.1%
T AT&T INC 0.5%
Value ($000) $3,026 Shares 99,967 Est. Cost $14.78 Unrealized +9.2%
DLR DIGITAL REALTY TRUST INC 0.4%
Value ($000) $2,844 Shares 20,190 Est. Cost $101.32 Unrealized +15.0%
DUK DUKE ENERGY CORPORATION 0.4%
Value ($000) $2,842 Shares 29,446 Est. Cost $60.19 Unrealized +25.4%
META FACEBOOK INC CLASS A 0.4%
Value ($000) $2,825 Shares 9,591 Est. Cost $190.16 Unrealized +40.6%
LOW LOWE'S COMPANIES INC 0.4%
Value ($000) $2,744 Shares 14,431 Est. Cost $91.02 Unrealized +72.5%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $2,598 Shares 40,196 Est. Cost $56.53 Unrealized -5.6%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $2,593 Shares 7,017 Est. Cost $286.14 Unrealized +4.8%
PLD PROLOGIS INC 0.4%
Value ($000) $2,556 Shares 24,111 Est. Cost $74.11 Unrealized +19.7%
CAT CATERPILLAR INC 0.4%
Value ($000) $2,526 Shares 10,895 Est. Cost $120.63 Unrealized +56.8%
WFC WELLS FARGO & CO 0.4%
Value ($000) $2,498 Shares 63,949 Est. Cost $46.51 Unrealized -32.0%
TSCO TRACTOR SUPPLY CO 0.4%
Value ($000) $2,477 Shares 13,990 Est. Cost $19.33 Unrealized +52.4%
VIACOMCBS CL B ORD 0.4%
Value ($000) $2,400 Shares 53,212 Est. Cost $28.56 Unrealized
AMZN AMAZON.COM INC 0.4%
Value ($000) $2,370 Shares 766 Est. Cost $117.33 Unrealized +35.1%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.4%
Value ($000) $2,361 Shares 45,360 Est. Cost $41.25 Unrealized
UNP UNION PACIFIC CORP 0.4%
Value ($000) $2,354 Shares 10,678 Est. Cost $127.79 Unrealized +47.2%
TT TRANE TECHNOLOGIES PLC 0.4%
Value ($000) $2,328 Shares 14,063 Est. Cost $96.06 Unrealized +51.4%
NFLX NETFLIX INC 0.3%
Value ($000) $2,311 Shares 4,430 Est. Cost $36.08 Unrealized +47.0%
PKG PACKAGING CORP OF AMERICA 0.3%
Value ($000) $2,287 Shares 17,009 Est. Cost $88.80 Unrealized +32.4%
EMR EMERSON ELECTRIC CO 0.3%
Value ($000) $2,261 Shares 25,060 Est. Cost $61.95 Unrealized +25.6%
BMO BANK OF MONTREAL 0.3%
Value ($000) $2,216 Shares 24,870 Est. Cost $59.01 Unrealized +13.2%
SBUX STARBUCKS CORP 0.3%
Value ($000) $2,202 Shares 20,150 Est. Cost $67.96 Unrealized +38.3%
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $2,189 Shares 5,503 Est. Cost $293.27 Unrealized
RMD RESMED INC 0.3%
Value ($000) $2,061 Shares 10,624 Est. Cost $141.52 Unrealized +35.9%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $2,041 Shares 28,503 Est. Cost $71.97 Unrealized -20.5%
FTV FORTIVE CORP 0.3%
Value ($000) $2,030 Shares 28,732 Est. Cost $49.45 Unrealized +2.5%
CMCSA COMCAST CORP CLASS A 0.3%
Value ($000) $2,024 Shares 37,407 Est. Cost $34.10 Unrealized +35.4%
AMGN AMGEN INC 0.3%
Value ($000) $2,005 Shares 8,057 Est. Cost $161.40 Unrealized +26.8%
KMB KIMBERLY-CLARK CORP 0.3%
Value ($000) $1,978 Shares 14,228 Est. Cost $86.98 Unrealized +27.4%
TORRINGTON WATER CO INC 0.3%
Value ($000) $1,958 Shares 48,942 Est. Cost $45.05 Unrealized
V VISA INC CLASS A 0.3%
Value ($000) $1,906 Shares 9,002 Est. Cost $139.59 Unrealized +45.5%
SWKS SKYWORKS SOLUTIONS INC 0.3%
Value ($000) $1,882 Shares 10,257 Est. Cost $78.84 Unrealized +94.0%
BNS BANK OF NOVA SCOTIA 0.3%
Value ($000) $1,758 Shares 28,100 Est. Cost $39.46 Unrealized +13.5%
CRM SALESFORCE.COM INC 0.3%
Value ($000) $1,694 Shares 7,995 Est. Cost $229.02 Unrealized -4.0%
LAM RESEARCH CORP 0.3%
Value ($000) $1,667 Shares 2,801 Est. Cost $176.49 Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $1,626 Shares 21,430 Est. Cost $67.98 Unrealized
ALEXION PHARMACEUTICALS INC 0.2%
Value ($000) $1,588 Shares 10,385 Est. Cost $112.04 Unrealized
BX BLACKSTONE GROUP LP 0.2%
Value ($000) $1,501 Shares 20,137 Est. Cost $44.07 Unrealized +33.0%
CRWD CROWDSTRIKE HOLDINGS INC 0.2%
Value ($000) $1,492 Shares 8,177 Est. Cost $155.52 Unrealized +36.0%
FDX FEDEX CORP 0.2%
Value ($000) $1,478 Shares 5,203 Est. Cost $210.14 Unrealized +11.4%
D DOMINION ENERGY INC 0.2%
Value ($000) $1,459 Shares 19,207 Est. Cost $51.14 Unrealized +14.4%
NEW YORK COMMUNITY BANCORP INC 0.2%
Value ($000) $1,452 Shares 115,070 Est. Cost $11.02 Unrealized
TMUS T-MOBILE US INC 0.2%
Value ($000) $1,427 Shares 11,389 Est. Cost $120.99 Unrealized +0.6%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,408 Shares 7,755 Est. Cost $163.84 Unrealized -10.3%
FIS FIDELITY NATIONAL INFORMATION SERVICES INC 0.2%
Value ($000) $1,390 Shares 9,882 Est. Cost $97.81 Unrealized +25.0%
MRK MERCK & CO INC 0.2%
Value ($000) $1,370 Shares 17,775 Est. Cost $51.41 Unrealized +22.7%
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $1,357 Shares 4,824 Est. Cost $138.78 Unrealized +73.1%
AVY AVERY DENNISON CORP 0.2%
Value ($000) $1,355 Shares 7,376 Est. Cost $107.75 Unrealized +45.9%
NVDA NVIDIA Corp 0.2%
Value ($000) $1,354 Shares 2,535 Est. Cost $13.03 Unrealized +2.9%
EEM ISHARES MSCI EMERGING MARKETS 0.2%
Value ($000) $1,321 Shares 24,769 Est. Cost $42.92 Unrealized
AME AMETEK INC 0.2%
Value ($000) $1,311 Shares 10,260 Est. Cost $73.35 Unrealized +59.4%
C CITIGROUP INC 0.2%
Value ($000) $1,310 Shares 18,007 Est. Cost $50.14 Unrealized +12.1%
GENERAL ELECTRIC CO 0.2%
Value ($000) $1,304 Shares 99,343 Est. Cost $11.45 Unrealized
LULU LULULEMON ATHLETICA INC 0.2%
Value ($000) $1,290 Shares 4,207 Est. Cost $285.31 Unrealized +15.1%
ITRI ITRON INC 0.2%
Value ($000) $1,274 Shares 14,375 Est. Cost $72.45 Unrealized +36.5%
XPO XPO LOGISTICS INC 0.2%
Value ($000) $1,242 Shares 10,075 Est. Cost $32.21 Unrealized +28.8%
QRVO QORVO INC 0.2%
Value ($000) $1,195 Shares 6,541 Est. Cost $172.49 Unrealized +1.8%
OMC OMNICOM GROUP INC 0.2%
Value ($000) $1,193 Shares 16,084 Est. Cost $54.20 Unrealized +7.2%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $1,173 Shares 4,367 Est. Cost $148.47 Unrealized +54.1%
BRK/B BERKSHIRE HATHAWAY INC B 0.2%
Value ($000) $1,168 Shares 4,573 Est. Cost $205.45 Unrealized +18.2%
USB U.S. BANCORP 0.2%
Value ($000) $1,158 Shares 20,945 Est. Cost $39.13 Unrealized +3.0%
KO COCA-COLA CO 0.2%
Value ($000) $1,140 Shares 21,631 Est. Cost $36.30 Unrealized +19.5%
CL COLGATE-PALMOLIVE CO 0.2%
Value ($000) $1,130 Shares 14,331 Est. Cost $55.97 Unrealized +25.0%
SMG THE SCOTTS MIRACLE GRO CO 0.2%
Value ($000) $1,097 Shares 4,478 Est. Cost $114.66 Unrealized +64.6%
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $1,086 Shares 29,000 Est. Cost $22.00 Unrealized +28.1%
NKE NIKE INC B 0.2%
Value ($000) $1,081 Shares 8,132 Est. Cost $103.35 Unrealized +25.4%
WBS WEBSTER FINANCIAL CORP 0.2%
Value ($000) $1,080 Shares 19,592 Est. Cost $65.05 Unrealized -18.2%
STAG STAG INDUSTRIAL INC 0.2%
Value ($000) $1,072 Shares 31,901 Est. Cost $30.98 Unrealized
U.S. BANCORP 0.2%
Value ($000) $1,064 Shares 1,150 Est. Cost $925.22 Unrealized
PANW PALO ALTO NETWORKS INC. 0.2%
Value ($000) $1,055 Shares 3,277 Est. Cost $38.81 Unrealized +53.1%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $1,051 Shares 4,322 Est. Cost $221.76 Unrealized +1.7%
DOW DOW CHEMICAL CO 0.2%
Value ($000) $1,036 Shares 16,202 Est. Cost $32.40 Unrealized +41.4%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,031 Shares 6,857 Est. Cost $109.87 Unrealized +21.2%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $987 Shares 25,534 Est. Cost $38.08 Unrealized -0.6%
CSX CSX CORP 0.1%
Value ($000) $978 Shares 10,147 Est. Cost $21.65 Unrealized +32.0%
PEOPLE S UNITED FINANCIAL INC 0.1%
Value ($000) $933 Shares 52,135 Est. Cost $16.02 Unrealized
STT STATE STREET CORP 0.1%
Value ($000) $926 Shares 11,020 Est. Cost $69.30 Unrealized -4.7%
MAXIM INTEGRATED PRODUCTS INC 0.1%
Value ($000) $903 Shares 9,886 Est. Cost $56.73 Unrealized
CBRL CRACKER BARREL OLD COUNTRY STORE INC 0.1%
Value ($000) $901 Shares 5,210 Est. Cost $114.33 Unrealized +9.2%
CB CHUBB LTD 0.1%
Value ($000) $900 Shares 5,697 Est. Cost $127.44 Unrealized +17.9%
BARNES GROUP INC 0.1%
Value ($000) $897 Shares 18,100 Est. Cost $70.99 Unrealized
MFC MANULIFE FINANCIAL CORP 0.1%
Value ($000) $895 Shares 41,633 Est. Cost $17.54 Unrealized +13.6%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $879 Shares 9,390 Est. Cost $53.21 Unrealized +39.2%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $872 Shares 6,762 Est. Cost $96.76 Unrealized +11.8%
CARR CARRIE GLOBAL CORP-WI 0.1%
Value ($000) $867 Shares 20,528 Est. Cost $17.13 Unrealized +112.7%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $849 Shares 1,861 Est. Cost $329.04 Unrealized +43.2%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $845 Shares 5,973 Est. Cost $98.29 Unrealized +26.5%
SPIRIT REALTY CAPITAL INC 0.1%
Value ($000) $834 Shares 19,615 Est. Cost $41.94 Unrealized
GBCI GLACIER BANCORP INC 0.1%
Value ($000) $828 Shares 14,500 Est. Cost $34.31 Unrealized +35.3%
NXPI NXP SEMICONDUCTORS NV 0.1%
Value ($000) $827 Shares 4,109 Est. Cost $167.49 Unrealized 0.0%
WASH WASHINGTON TRUST BANCORP INC 0.1%
Value ($000) $826 Shares 16,000 Est. Cost $38.37 Unrealized -7.5%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $825 Shares 14,139 Est. Cost $40.89 Unrealized +6.6%
TTD THE TRADE DESK INC COM CL A 0.1%
Value ($000) $818 Shares 1,255 Est. Cost $30.64 Unrealized +152.2%
PSX PHILLIPS 66 0.1%
Value ($000) $816 Shares 10,005 Est. Cost $83.30 Unrealized -22.1%
SVB FINANCIAL GROUP 0.1%
Value ($000) $813 Shares 1,646 Est. Cost $408.35 Unrealized
AB ALLIANCEBERNSTEIN HOLDING L.P. 0.1%
Value ($000) $799 Shares 19,975 Est. Cost $30.43 Unrealized
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $791 Shares 5,265 Est. Cost $94.45 Unrealized +37.7%
GOOG ALPHABET INC C 0.1%
Value ($000) $786 Shares 380 Est. Cost $59.42 Unrealized +65.7%
SPLUNK INC 0.1%
Value ($000) $781 Shares 5,761 Est. Cost $156.24 Unrealized
BOH BANK OF HAWAII CORP 0.1%
Value ($000) $779 Shares 8,700 Est. Cost $61.69 Unrealized +14.3%
LEG LEGGETT & PLATT INC 0.1%
Value ($000) $777 Shares 17,025 Est. Cost $44.68 Unrealized -0.4%
SO SOUTHERN CO 0.1%
Value ($000) $763 Shares 12,280 Est. Cost $35.35 Unrealized +41.0%
LINDE PLC 0.1%
Value ($000) $744 Shares 2,657 Est. Cost $156.11 Unrealized
UBSI UNITED BANKSHARES INC 0.1%
Value ($000) $733 Shares 19,000 Est. Cost $37.92 Unrealized -3.3%
BKU BANKUNITED INC 0.1%
Value ($000) $721 Shares 16,400 Est. Cost $30.96 Unrealized +12.6%
MDT MEDTRONIC PLC 0.1%
Value ($000) $721 Shares 6,100 Est. Cost $77.51 Unrealized +31.2%
TRMK TRUSTMARK CORP 0.1%
Value ($000) $707 Shares 21,000 Est. Cost $27.80 Unrealized -3.0%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $694 Shares 2,200 Est. Cost $153.61 Unrealized +76.1%
BRYN MAWR BANK CORP 0.1%
Value ($000) $678 Shares 14,900 Est. Cost $46.85 Unrealized
XYL XYLEM INC 0.1%
Value ($000) $667 Shares 6,345 Est. Cost $82.89 Unrealized +15.6%
ROG ROGERS CORP 0.1%
Value ($000) $659 Shares 3,500 Est. Cost $131.57 Unrealized +35.7%
MA MASTERCARD INC A 0.1%
Value ($000) $639 Shares 1,794 Est. Cost $200.34 Unrealized +69.5%
CBU COMMUNITY BANK SYSTEM INC 0.1%
Value ($000) $633 Shares 8,250 Est. Cost $51.28 Unrealized +20.3%
FIBK FIRST INTERSTATE BANCSYSTEM INC 0.1%
Value ($000) $622 Shares 13,500 Est. Cost $30.14 Unrealized +11.0%
CHCO CITY HOLDING CO 0.1%
Value ($000) $613 Shares 7,500 Est. Cost $63.61 Unrealized +3.6%
DOC HEALTHPEAK PROPERTIES ORD 0.1%
Value ($000) $607 Shares 19,109 Est. Cost $23.80 Unrealized -1.4%
NBTB NBT BANCORP INC 0.1%
Value ($000) $599 Shares 15,000 Est. Cost $39.84 Unrealized -7.7%
WSBC WESBANCO INC 0.1%
Value ($000) $599 Shares 16,600 Est. Cost $47.84 Unrealized -31.2%
GIS GENERAL MILLS INC 0.1%
Value ($000) $596 Shares 9,725 Est. Cost $34.96 Unrealized +40.0%
CHD CHURCH & DWIGHT COMPANY INC. 0.1%
Value ($000) $578 Shares 6,618 Est. Cost $51.78 Unrealized +52.1%
BA BOEING CO 0.1%
Value ($000) $577 Shares 2,265 Est. Cost $305.01 Unrealized -27.1%
ROST ROSS STORES INC 0.1%
Value ($000) $559 Shares 4,660 Est. Cost $85.36 Unrealized +31.4%
GLD SPDR GOLD SHARES TRUST 0.1%
Value ($000) $556 Shares 3,475 Est. Cost $112.71 Unrealized
WRB WR BERKLEY CORP 0.1%
Value ($000) $535 Shares 7,097 Est. Cost $22.48 Unrealized +21.8%
VB VANGUARD SMALL CAP ETF 0.1%
Value ($000) $532 Shares 2,484 Est. Cost $152.74 Unrealized
MMM 3M CO 0.1%
Value ($000) $527 Shares 2,735 Est. Cost $129.21 Unrealized -3.2%
PPL PPL CORP 0.1%
Value ($000) $526 Shares 18,255 Est. Cost $22.28 Unrealized +4.1%
INDB INDEPENDENT BANK CORP 0.1%
Value ($000) $526 Shares 6,250 Est. Cost $69.45 Unrealized +2.0%
STBA S&T BANCORP INC 0.1%
Value ($000) $523 Shares 15,600 Est. Cost $45.27 Unrealized -34.4%
COP CONOCOPHILLIPS 0.1%
Value ($000) $504 Shares 9,516 Est. Cost $55.90 Unrealized -25.9%
OTIS OTIS WORLDWIDE CORP-WI 0.1%
Value ($000) $494 Shares 7,215 Est. Cost $47.48 Unrealized +27.9%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $491 Shares 5,276 Est. Cost $85.48 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP A 0.1%
Value ($000) $486 Shares 6,224 Est. Cost $70.24 Unrealized +2.0%
ARI APOLLO COMMERCIAL REAL ESTATE FINANCE INC 0.1%
Value ($000) $482 Shares 34,525 Est. Cost $18.20 Unrealized
DCOM DIME COMMUNITY BANCSHARES INC 0.1%
Value ($000) $482 Shares 15,989 Est. Cost $17.83 Unrealized +33.6%
FFBC FIRST FINANCIAL BANCORP 0.1%
Value ($000) $478 Shares 19,915 Est. Cost $22.88 Unrealized -20.6%
OXFORD LANE CAP COR PFD SER 2027 PRF 0.1%
Value ($000) $473 Shares 19,400 Est. Cost $23.03 Unrealized
VLY VALLEY NATIONAL BANCORP 0.1%
Value ($000) $471 Shares 34,300 Est. Cost $11.95 Unrealized +0.8%
VWDRY VESTAS WIND SYSTEMS A/S 0.1%
Value ($000) $467 Shares 6,812 Est. Cost $27.58 Unrealized
BOKF BOK FINANCIAL CORP 0.1%
Value ($000) $447 Shares 5,000 Est. Cost $82.31 Unrealized -9.0%
XLE SELECT SECTOR SPDR TRUST SHS BEN INT ENERGY 0.1%
Value ($000) $439 Shares 8,940 Est. Cost $41.02 Unrealized
UMPQUA HOLDINGS CORP 0.1%
Value ($000) $439 Shares 25,000 Est. Cost $20.80 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value ($000) $424 Shares 4,895 Est. Cost $50.04 Unrealized +40.4%
MO ALTRIA GROUP INC 0.1%
Value ($000) $418 Shares 8,178 Est. Cost $33.56 Unrealized -9.4%
IR INGERSOLL-RAND PLC 0.1%
Value ($000) $417 Shares 8,480 Est. Cost $31.83 Unrealized +44.6%
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $414 Shares 4,661 Est. Cost $55.49 Unrealized +20.4%
PFF ISHARES U.S. PREFERRED STOCK ETF 0.1%
Value ($000) $410 Shares 10,690 Est. Cost $38.38 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $409 Shares 5,292 Est. Cost $25.91 Unrealized +12.2%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $406 Shares 550 Est. Cost $177.57 Unrealized +41.7%
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $406 Shares 10,794 Est. Cost $24.79 Unrealized +14.6%
BR BROADRIDGE FINANCIAL SOLUTIONS INC 0.1%
Value ($000) $406 Shares 2,655 Est. Cost $112.22 Unrealized +21.2%
FBNC FIRST BANCORP 0.1%
Value ($000) $405 Shares 9,300 Est. Cost $35.19 Unrealized +1.1%
AFL AFLAC INC 0.1%
Value ($000) $402 Shares 7,845 Est. Cost $38.48 Unrealized +11.4%
BP BP PLC ADR 0.1%
Value ($000) $401 Shares 16,450 Est. Cost $44.82 Unrealized
LABORATORY CORP OF AMERICA HLDGS 0.1%
Value ($000) $400 Shares 1,570 Est. Cost $173.41 Unrealized
NSRGY NESTLE SA ADR 0.1%
Value ($000) $399 Shares 3,575 Est. Cost $83.04 Unrealized
NWL NEWELL BRANDS INC 0.1%
Value ($000) $385 Shares 14,390 Est. Cost $15.30 Unrealized +30.7%
VOO VANGUARD 500 ETF 0.1%
Value ($000) $383 Shares 1,052 Est. Cost $272.59 Unrealized
PACWEST BANCORP 0.1%
Value ($000) $382 Shares 10,000 Est. Cost $47.60 Unrealized
BCE BCE INC 0.1%
Value ($000) $370 Shares 8,195 Est. Cost $26.42 Unrealized +19.1%
ZTS Zoetis Inc 0.1%
Value ($000) $365 Shares 2,317 Est. Cost $153.33 Unrealized -1.1%
SNA SNAP-ON INC 0.1%
Value ($000) $356 Shares 1,545 Est. Cost $133.37 Unrealized +30.2%
ICE INTERCONTINENTAL EXCHANGE INC 0.1%
Value ($000) $350 Shares 3,133 Est. Cost $91.12 Unrealized +16.8%
JPIN JPMORGAN DIVERSIFIED RETURN INTL EQ ETF 0.1%
Value ($000) $348 Shares 5,700 Est. Cost $58.35 Unrealized
ILMN ILLUMINA INC 0.1%
Value ($000) $346 Shares 900 Est. Cost $320.09 Unrealized +27.4%
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $339 Shares 1,671 Est. Cost $152.39 Unrealized +21.0%
ALLE ALLEGION PLC 0.1%
Value ($000) $337 Shares 2,680 Est. Cost $76.93 Unrealized +40.7%
ALL ALLSTATE CORP 0.0%
Value ($000) $325 Shares 2,830 Est. Cost $82.07 Unrealized +19.0%
INTU INTUIT INC 0.0%
Value ($000) $316 Shares 825 Est. Cost $204.54 Unrealized +82.7%
PRIORITY INCOME FUND INC 6.625 PFD C 0.0%
Value ($000) $305 Shares 12,000 Est. Cost $24.50 Unrealized
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $294 Shares 4,421 Est. Cost $48.32 Unrealized +27.5%
THE COOPER COMPANIES INC 0.0%
Value ($000) $290 Shares 754 Est. Cost $281.06 Unrealized
VNQ VANGUARD REIT ETF 0.0%
Value ($000) $290 Shares 3,161 Est. Cost $80.62 Unrealized
AUB ATLANTIC UN BANKSHARES CORP 0.0%
Value ($000) $288 Shares 7,500 Est. Cost $28.88 Unrealized +6.2%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $282 Shares 3,232 Est. Cost $72.74 Unrealized +26.1%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $279 Shares 586 Est. Cost $366.96 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $269 Shares 1,636 Est. Cost $139.20 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $261 Shares 7,673 Est. Cost $27.53 Unrealized
CBRE CBRE GROUP INC 0.0%
Value ($000) $260 Shares 3,290 Est. Cost $54.35 Unrealized +30.1%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $253 Shares 1,265 Est. Cost $121.23 Unrealized +27.0%
ZBRA ZEBRA TECHNOLOGIES CORP 0.0%
Value ($000) $242 Shares 499 Est. Cost $216.97 Unrealized +105.6%
WWD WOODWARD INC 0.0%
Value ($000) $241 Shares 2,000 Est. Cost $76.64 Unrealized +50.6%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $235 Shares 1,570 Est. Cost $95.63 Unrealized +43.9%
MDLZ MONDELEZ INTERNATIONAL INC CLASS A 0.0%
Value ($000) $233 Shares 3,980 Est. Cost $35.59 Unrealized +39.9%
SHW SHERWIN-WILLIAMS CO 0.0%
Value ($000) $220 Shares 298 Est. Cost $168.89 Unrealized +35.1%
MRSH MARSH & MCLENNAN COMPANIES INC 0.0%
Value ($000) $219 Shares 1,800 Est. Cost $75.30 Unrealized +42.1%
EOG EOG RESOURCES INC 0.0%
Value ($000) $205 Shares 2,820 Est. Cost $56.08 Unrealized -10.1%
CMG CHIPOTLE MEXICAN GRILL INC CLASS A 0.0%
Value ($000) $205 Shares 144 Est. Cost $18.16 Unrealized +59.2%
OSIS OSI SYSTEMS INC 0.0%
Value ($000) $202 Shares 2,105 Est. Cost $77.62 Unrealized +22.3%
XLI INDUSTRIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $201 Shares 2,045 Est. Cost $77.87 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHAR 0.0%
Value ($000) $200 Shares 1,358 Est. Cost $130.78 Unrealized
NUSTAR ENERGY L.P. 0.0%
Value ($000) $195 Shares 11,435 Est. Cost $27.80 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $189 Shares 856 Est. Cost $166.63 Unrealized
XLY SELECT SECTOR SPDR FUND SHS BEN CONSUMER DISCRETIO 0.0%
Value ($000) $187 Shares 1,110 Est. Cost $117.06 Unrealized
KHC THE KRAFT HEINZ CO 0.0%
Value ($000) $182 Shares 4,550 Est. Cost $41.57 Unrealized -31.1%
IVW ISHARES S&P 500 GROWTH 0.0%
Value ($000) $182 Shares 2,800 Est. Cost $63.93 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $182 Shares 1,575 Est. Cost $79.16 Unrealized +17.6%
TSLA TESLA MOTORS INC 0.0%
Value ($000) $180 Shares 270 Est. Cost $130.55 Unrealized +92.3%
XLV SELECT SECTOR SPDR TRUST THE HEALTH CARE SELECT SE 0.0%
Value ($000) $176 Shares 1,505 Est. Cost $93.78 Unrealized
ODFL OLD DOMINION FREIGHT LINES INC 0.0%
Value ($000) $173 Shares 720 Est. Cost $54.19 Unrealized +93.4%
ARE ALEXANDRIA REAL ESTATE EQUITIES INC 0.0%
Value ($000) $172 Shares 1,046 Est. Cost $133.95 Unrealized +1.3%
EML THE EASTERN CO 0.0%
Value ($000) $161 Shares 6,000 Est. Cost $24.89 Unrealized -7.0%
AJG ARTHUR J. GALLAGHER & CO 0.0%
Value ($000) $160 Shares 1,280 Est. Cost $64.99 Unrealized +76.3%
CI CIGNA CORP 0.0%
Value ($000) $156 Shares 645 Est. Cost $190.07 Unrealized +7.4%
LII LENNOX INTERNATIONAL INC 0.0%
Value ($000) $153 Shares 490 Est. Cost $199.03 Unrealized +37.1%
CNC CENTENE CORP 0.0%
Value ($000) $151 Shares 2,358 Est. Cost $54.82 Unrealized +13.0%
TTC TORO CO 0.0%
Value ($000) $148 Shares 1,435 Est. Cost $66.18 Unrealized +51.0%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $148 Shares 3,125 Est. Cost $42.71 Unrealized -10.4%
CDK GLOBAL INC 0.0%
Value ($000) $146 Shares 2,707 Est. Cost $62.43 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $145 Shares 2,856 Est. Cost $42.78 Unrealized -19.3%
IYW ISHARES U S TECHNOLOGY ETF 0.0%
Value ($000) $144 Shares 1,640 Est. Cost $85.37 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $142 Shares 1,025 Est. Cost $71.13 Unrealized +67.2%
INGR INGREDION INC 0.0%
Value ($000) $141 Shares 1,565 Est. Cost $101.76 Unrealized -16.0%
IJH ISHARES CORE S&P MID-CAP 0.0%
Value ($000) $135 Shares 518 Est. Cost $231.32 Unrealized
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $131 Shares 541 Est. Cost $144.40 Unrealized +74.5%
HAL HALLIBURTON CO 0.0%
Value ($000) $131 Shares 6,100 Est. Cost $35.57 Unrealized -46.2%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $127 Shares 355 Est. Cost $202.26 Unrealized
VARIAN MEDICAL SYSTEMS INC 0.0%
Value ($000) $124 Shares 700 Est. Cost $111.00 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $121 Shares 1,100 Est. Cost $76.34 Unrealized +19.6%
UAA UNDER ARMOUR INC CLASS A 0.0%
Value ($000) $119 Shares 5,375 Est. Cost $20.82 Unrealized +0.3%
VNT VONTIER ORD WI 0.0%
Value ($000) $105 Shares 3,457 Est. Cost $31.19 Unrealized +4.6%
CMI CUMMINS INC 0.0%
Value ($000) $104 Shares 402 Est. Cost $122.00 Unrealized +81.9%
B. RILEY FINCL 0.0%
Value ($000) $104 Shares 4,000 Est. Cost $26.00 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $102 Shares 2,590 Est. Cost $63.68 Unrealized
GMF SPDR S&P EMERGING ASIA PACIFIC ETF 0.0%
Value ($000) $102 Shares 775 Est. Cost $96.00 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $101 Shares 1,200 Est. Cost $64.93 Unrealized +10.0%
NVS NOVARTIS AG ADR 0.0%
Value ($000) $101 Shares 1,185 Est. Cost $86.06 Unrealized
RVTY PERKINELMER INC 0.0%
Value ($000) $97 Shares 759 Est. Cost $84.34 Unrealized +62.4%
SRE SEMPRA ENERGY 0.0%
Value ($000) $94 Shares 711 Est. Cost $56.85 Unrealized -6.6%
FAST FASTENAL CO 0.0%
Value ($000) $91 Shares 1,800 Est. Cost $12.51 Unrealized +70.2%
WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP 0.0%
Value ($000) $87 Shares 1,103 Est. Cost $103.16 Unrealized -26.8%
AEP AMERICAN ELECTRIC POWER CO INC 0.0%
Value ($000) $86 Shares 1,014 Est. Cost $55.33 Unrealized +22.0%
MS MORGAN STANLEY 0.0%
Value ($000) $86 Shares 1,109 Est. Cost $39.74 Unrealized +65.0%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $85 Shares 643 Est. Cost $110.42 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $82 Shares 1,195 Est. Cost $54.28 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $81 Shares 613 Est. Cost $72.06 Unrealized
MCO MOODY'S CORPORATION 0.0%
Value ($000) $79 Shares 266 Est. Cost $164.89 Unrealized +64.0%
MCK MCKESSON CORP 0.0%
Value ($000) $78 Shares 400 Est. Cost $123.13 Unrealized +44.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $77 Shares 372 Est. Cost $127.37 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $76 Shares 327 Est. Cost $132.26 Unrealized +51.8%
XLB MATERIALS SELECT SECTOR SPDR ETF 0.0%
Value ($000) $75 Shares 950 Est. Cost $57.20 Unrealized
DE DEERE & CO 0.0%
Value ($000) $75 Shares 200 Est. Cost $128.61 Unrealized +139.1%
LLY ELI LILLY AND CO 0.0%
Value ($000) $75 Shares 400 Est. Cost $100.79 Unrealized +84.6%
DOV DOVER CORP 0.0%
Value ($000) $75 Shares 550 Est. Cost $73.78 Unrealized +62.1%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $74 Shares 332 Est. Cost $164.08 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $69 Shares 300 Est. Cost $177.78 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $69 Shares 517 Est. Cost $77.30 Unrealized +15.5%
AVANGRID INC 0.0%
Value ($000) $68 Shares 1,367 Est. Cost $47.34 Unrealized
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $67 Shares 731 Est. Cost $64.41 Unrealized +34.2%
MMS MAXIMUS INC 0.0%
Value ($000) $67 Shares 757 Est. Cost $64.92 Unrealized +25.9%
SALISBURY BANCORP INC 0.0%
Value ($000) $66 Shares 1,479 Est. Cost $41.77 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $66 Shares 5,350 Est. Cost $6.82 Unrealized +27.4%
ETR ENTERGY CORP 0.0%
Value ($000) $66 Shares 665 Est. Cost $31.55 Unrealized +25.2%
KAMAN CORP 0.0%
Value ($000) $63 Shares 1,237 Est. Cost $66.57 Unrealized
XYZ SQUARE INC 0.0%
Value ($000) $59 Shares 260 Est. Cost $149.82 Unrealized +56.1%
STNE STONECO LTD 0.0%
Value ($000) $58 Shares 940 Est. Cost $61.70 Unrealized
EWX SPDR S&P EMERGING MARKETS SMALL CAP ETF 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $44.00 Unrealized
NEM NEWMONT MINING CORP 0.0%
Value ($000) $54 Shares 888 Est. Cost $27.06 Unrealized +89.4%
DVA DAVITA INC 0.0%
Value ($000) $54 Shares 500 Est. Cost $70.70 Unrealized +57.2%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $53 Shares 445 Est. Cost $67.16 Unrealized +46.4%
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value ($000) $52 Shares 495 Est. Cost $57.78 Unrealized +22.5%
ZS ZSCALER INC 0.0%
Value ($000) $52 Shares 300 Est. Cost $72.02 Unrealized +175.8%
IJR ISHARES CORE S&P SMALL-CAP 0.0%
Value ($000) $52 Shares 478 Est. Cost $65.90 Unrealized
BANCORPSOUTH BANK SER A NON CUML PERPTL PFD 0.0%
Value ($000) $51 Shares 1,925 Est. Cost $26.66 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $50 Shares 529 Est. Cost $76.88 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $49 Shares 500 Est. Cost $77.27 Unrealized +4.2%
EXC EXELON CORP 0.0%
Value ($000) $49 Shares 1,110 Est. Cost $23.80 Unrealized +6.1%
KANSAS CITY SOUTHERN 0.0%
Value ($000) $49 Shares 185 Est. Cost $110.45 Unrealized
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $48 Shares 893 Est. Cost $54.25 Unrealized -17.8%
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $47 Shares 618 Est. Cost $45.24 Unrealized +22.9%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $47 Shares 200 Est. Cost $104.34 Unrealized +111.6%
IWF ISHARES RUSSELL 1000 GROWTH 0.0%
Value ($000) $47 Shares 192 Est. Cost $130.21 Unrealized
AEO AMERICAN EAGLE OUTFITTERS INC 0.0%
Value ($000) $46 Shares 1,575 Est. Cost $12.79 Unrealized +74.4%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $46 Shares 400 Est. Cost $79.50 Unrealized +27.1%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $46 Shares 125 Est. Cost $229.02 Unrealized +68.7%
PRIORITY INCOME FUND INC 6.375 PFD SER A 0.0%
Value ($000) $45 Shares 1,800 Est. Cost $23.33 Unrealized
GABELLI UTILITY TRUST 0.0%
Value ($000) $45 Shares 6,575 Est. Cost $7.21 Unrealized
FLAGSTAR BANCORP INC 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $31.00 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $43 Shares 525 Est. Cost $51.05 Unrealized +27.0%
ATLASSIAN CORPORATION PLC 0.0%
Value ($000) $42 Shares 200 Est. Cost $95.00 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $41 Shares 159 Est. Cost $159.75 Unrealized
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $41 Shares 700 Est. Cost $48.48 Unrealized -2.9%
IWD ISHARES RUSSELL 1000 VALUE 0.0%
Value ($000) $40 Shares 265 Est. Cost $109.43 Unrealized
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $40 Shares 200 Est. Cost $114.48 Unrealized +66.6%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $39 Shares 325 Est. Cost $120.00 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $39 Shares 210 Est. Cost $133.33 Unrealized
RJF RAYMOND JAMES FINANCIAL INC 0.0%
Value ($000) $39 Shares 315 Est. Cost $54.90 Unrealized +26.5%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $39 Shares 800 Est. Cost $48.02 Unrealized -10.4%
WSO WATSCO INC 0.0%
Value ($000) $39 Shares 150 Est. Cost $176.68 Unrealized +39.6%
VTRS VIATRIS INC COM 0.0%
Value ($000) $39 Shares 2,814 Est. Cost $13.33 Unrealized -0.1%
VEEV VEEVA SYSTEMS INC 0.0%
Value ($000) $39 Shares 150 Est. Cost $160.40 Unrealized +73.7%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $38 Shares 480 Est. Cost $86.10 Unrealized 0.0%
AOS A.O. SMITH CORP 0.0%
Value ($000) $37 Shares 550 Est. Cost $51.29 Unrealized +8.7%
B RILEY FINL INC SR NT 6.50 PFD PROS 0.0%
Value ($000) $37 Shares 1,400 Est. Cost $26.12 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $33 Shares 100 Est. Cost $184.40 Unrealized +50.2%
AZN ASTRAZENECA PLC EACH ADS REPRESENTING 1/2 OF AN OR 0.0%
Value ($000) $30 Shares 600 Est. Cost $39.09 Unrealized
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $30 Shares 220 Est. Cost $123.58 Unrealized
NSP INSPERITY INC 0.0%
Value ($000) $29 Shares 350 Est. Cost $90.47 Unrealized -18.5%
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value ($000) $29 Shares 195 Est. Cost $118.11 Unrealized
ARISTA NETWORKS INC 0.0%
Value ($000) $29 Shares 95 Est. Cost $210.53 Unrealized
ALTO ALTO INGREDIENTS ORD 0.0%
Value ($000) $27 Shares 5,001 Est. Cost $6.62 Unrealized 0.0%
NEWTEK BUS SERVS 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $26.00 Unrealized
MET METLIFE INC 0.0%
Value ($000) $26 Shares 425 Est. Cost $35.53 Unrealized +34.0%
XLRE REAL ESTATE SELECT SECTOR SPDR 0.0%
Value ($000) $26 Shares 646 Est. Cost $32.41 Unrealized
Duke Energy Corp 0.0%
Value ($000) $25 Shares 900 Est. Cost $28.27 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $25 Shares 75 Est. Cost $117.42 Unrealized +133.6%
PRIORITY INCOME 6.375 12/31/24 21 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $23.00 Unrealized
VRTS VIRTUS INVESTMENT PARTNERS INC 0.0%
Value ($000) $24 Shares 100 Est. Cost $151.05 Unrealized +33.0%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $24 Shares 240 Est. Cost $85.71 Unrealized
MKSI MKS INSTRUMENTS INC 0.0%
Value ($000) $24 Shares 130 Est. Cost $78.64 Unrealized +105.7%
OHI OMEGA HEALTHCARE INVESTORS INC 0.0%
Value ($000) $22 Shares 600 Est. Cost $36.67 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $22 Shares 112 Est. Cost $74.85 Unrealized +118.0%
THE INTERPUBLIC GROUP OF COMPANIES INC 0.0%
Value ($000) $21 Shares 705 Est. Cost $16.91 Unrealized +30.1%
TDOC Teladoc Health Inc 0.0%
Value ($000) $21 Shares 118 Est. Cost $203.34 Unrealized +14.1%
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $21 Shares 1,430 Est. Cost $23.08 Unrealized
NUANCE COMMUNICATIONS INC 0.0%
Value ($000) $21 Shares 490 Est. Cost $15.94 Unrealized
GIL GILDAN ACTIVEWEAR INC COM 0.0%
Value ($000) $21 Shares 700 Est. Cost $25.75 Unrealized +1.0%
UGI UGI CORP 0.0%
Value ($000) $21 Shares 500 Est. Cost $53.89 Unrealized -28.3%
REALTY INCOME 0.0%
Value ($000) $21 Shares 20,000 Est. Cost $1.05 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $20 Shares 200 Est. Cost $107.50 Unrealized
THE CONNECTICUT LIGHT & POWER CO 0.0%
Value ($000) $20 Shares 362 Est. Cost $55.25 Unrealized
AHCO ADAPTHEALTH CORP ORDINARY SHARES 0.0%
Value ($000) $19 Shares 513 Est. Cost $9.95 Unrealized +255.1%
PLUG PLUG POWER INC 0.0%
Value ($000) $19 Shares 540 Est. Cost $30.14 Unrealized +71.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $19 Shares 120 Est. Cost $83.80 Unrealized +68.4%
LEA LEAR CORP 0.0%
Value ($000) $18 Shares 100 Est. Cost $147.10 Unrealized +2.5%
CONSUMERS ENERGY CO 0.0%
Value ($000) $17 Shares 150 Est. Cost $106.67 Unrealized
FSLY FASTLY INC 0.0%
Value ($000) $17 Shares 250 Est. Cost $39.40 Unrealized +118.2%
BALL BALL CORP 0.0%
Value ($000) $17 Shares 200 Est. Cost $69.22 Unrealized +18.9%
AVNS AVANOS MED INC 0.0%
Value ($000) $16 Shares 375 Est. Cost $64.35 Unrealized -27.1%
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value ($000) $16 Shares 100 Est. Cost $130.00 Unrealized
WTRG ESSENTIAL UTILITIES ORD 0.0%
Value ($000) $16 Shares 357 Est. Cost $46.86 Unrealized -3.6%
PNW PINNACLE WEST CAPITAL CORP 0.0%
Value ($000) $16 Shares 200 Est. Cost $63.04 Unrealized -1.0%
VEREIT INC CLASS A 0.0%
Value ($000) $16 Shares 419 Est. Cost $38.19 Unrealized
CAPSTEAD MORTGAGE CORP 0.0%
Value ($000) $16 Shares 2,550 Est. Cost $7.89 Unrealized
SCE Trust IV 0.0%
Value ($000) $15 Shares 600 Est. Cost $25.00 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $15 Shares 400 Est. Cost $19.81 Unrealized +76.1%
IGV ISHARES EXPANDED TECH-SOFTWARE SECT ETF 0.0%
Value ($000) $14 Shares 40 Est. Cost $337.50 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $14 Shares 50 Est. Cost $288.38 Unrealized 0.0%
THO THOR INDUSTRIES INC 0.0%
Value ($000) $14 Shares 103 Est. Cost $84.41 Unrealized +30.1%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $13 Shares 100 Est. Cost $85.67 Unrealized +26.0%
ADBE ADOBE SYSTEMS IIN 0.0%
Value ($000) $13 Shares 28 Est. Cost $382.35 Unrealized +22.3%
FIRST REPUBLIC BNK DS 1 40 SRS J PRF 0.0%
Value ($000) $13 Shares 525 Est. Cost $24.76 Unrealized
AUPH AURINIA PHARMACEUTICALS INC 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $14.51 Unrealized 0.0%
BCSF BAIN CAPITAL SPECIALTY FINANCE INC 0.0%
Value ($000) $13 Shares 900 Est. Cost $8.04 Unrealized -1.3%
ITOT ISHARES CORE S&P TOTAL US STOCK MKT ETF 0.0%
Value ($000) $12 Shares 132 Est. Cost $85.60 Unrealized
UVV UNIVERSAL CORP 0.0%
Value ($000) $12 Shares 200 Est. Cost $56.05 Unrealized -6.3%
STERLING BANCORP 0.0%
Value ($000) $12 Shares 450 Est. Cost $25.19 Unrealized
LIT Global X Lithium & Battery Tech ETF 0.0%
Value ($000) $12 Shares 200 Est. Cost $60.00 Unrealized
ANAPLAN INC 0.0%
Value ($000) $11 Shares 200 Est. Cost $45.00 Unrealized
NEU NEWMARKET CORP 0.0%
Value ($000) $11 Shares 30 Est. Cost $343.80 Unrealized +4.7%
UMICORE SA 0.0%
Value ($000) $11 Shares 200 Est. Cost $50.00 Unrealized
VFH Vanguard Financials ETF 0.0%
Value ($000) $11 Shares 127 Est. Cost $55.56 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $11 Shares 50 Est. Cost $137.00 Unrealized +47.1%
SRNE SORRENTO THERAPEUTICS INC 0.0%
Value ($000) $11 Shares 1,340 Est. Cost $8.03 Unrealized +31.5%
SIEMENS GAMESA RENEWABLE ENERGY SA 0.0%
Value ($000) $11 Shares 1,380 Est. Cost $7.97 Unrealized
VOCERA COMMUNICATIONS INC 0.0%
Value ($000) $10 Shares 258 Est. Cost $42.64 Unrealized
BKH BLACK HILLS CORP 0.0%
Value ($000) $10 Shares 150 Est. Cost $45.23 Unrealized +12.0%
AI C3 AI INC CL A 0.0%
Value ($000) $10 Shares 150 Est. Cost $116.30 Unrealized 0.0%
BIIB BIOGEN INC 0.0%
Value ($000) $10 Shares 35 Est. Cost $344.30 Unrealized -21.7%
JHG JANUS HENDERSON GROUP PLC 0.0%
Value ($000) $10 Shares 325 Est. Cost $29.15 Unrealized +7.9%
GMAC CAPITAL TRUST I 0.0%
Value ($000) $10 Shares 400 Est. Cost $27.50 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $10 Shares 75 Est. Cost $69.72 Unrealized +107.8%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $10 Shares 176 Est. Cost $35.63 Unrealized +10.6%
VIS Vanguard Industrials ETF 0.0%
Value ($000) $10 Shares 50 Est. Cost $140.00 Unrealized
QS Quantumscape Corp 0.0%
Value ($000) $9 Shares 200 Est. Cost $36.62 Unrealized +43.2%
QTUM DEFIANCE QUANTUM ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $45.00 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $9 Shares 330 Est. Cost $52.03 Unrealized -54.4%
FIVN FIVE9 INC 0.0%
Value ($000) $9 Shares 56 Est. Cost $152.08 Unrealized +12.3%
EPD ENTERPRISE PRODUCTS PARTNERS L.P. 0.0%
Value ($000) $9 Shares 407 Est. Cost $27.18 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $9 Shares 50 Est. Cost $15.29 Unrealized +114.0%
BEKE KE HOLDINGS ADR REP 3 CL A ORD 0.0%
Value ($000) $9 Shares 150 Est. Cost $60.00 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $9 Shares 117 Est. Cost $60.39 Unrealized -2.1%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $80.00 Unrealized
CROX CROCS INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $57.09 Unrealized +33.5%
ARBKF ARGO BLOCKCHAIN ORD 0.0%
Value ($000) $8 Shares 2,500 Est. Cost $2.46 Unrealized 0.0%
HLTOY HELLENIC TELECOMMUNICATION ORGANIZATION SA 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $6.00 Unrealized
ETFMG PRIME CYBER SECURITY ETF 0.0%
Value ($000) $8 Shares 150 Est. Cost $35.89 Unrealized
BUG GLOBAL X CYBERSECURITY ETF 0.0%
Value ($000) $8 Shares 300 Est. Cost $26.67 Unrealized
UBER Uber Technologies Inc 0.0%
Value ($000) $8 Shares 150 Est. Cost $44.81 Unrealized +24.5%
IFNNY INFINEON TECHNOLOGIES AG 0.0%
Value ($000) $8 Shares 200 Est. Cost $40.00 Unrealized
BAND BANDWIDTH INC 0.0%
Value ($000) $7 Shares 54 Est. Cost $164.83 Unrealized -6.0%
VDE Vanguard Energy ETF 0.0%
Value ($000) $7 Shares 103 Est. Cost $49.30 Unrealized
GLAXOSMITHKLINE PLC ADR 0.0%
Value ($000) $7 Shares 195 Est. Cost $39.79 Unrealized
CIBR First Trust NASDAQ Cybersecurity ETF 0.0%
Value ($000) $7 Shares 175 Est. Cost $40.00 Unrealized
ANNALY CAPITAL MANAGEMENT INC 0.0%
Value ($000) $7 Shares 800 Est. Cost $10.20 Unrealized
AA ALCOA CORP 0.0%
Value ($000) $7 Shares 225 Est. Cost $41.51 Unrealized -41.8%
MGA MAGNA INTERNATIONAL INC 0.0%
Value ($000) $7 Shares 80 Est. Cost $38.10 Unrealized +81.8%
KMI KINDER MORGAN INC 0.0%
Value ($000) $7 Shares 400 Est. Cost $11.69 Unrealized -1.1%
ZUORA INC 0.0%
Value ($000) $7 Shares 500 Est. Cost $12.00 Unrealized
QQQ POWERSHARES QQQ ETF 0.0%
Value ($000) $6 Shares 19 Est. Cost $175.00 Unrealized
OXFORD LANE CAP CORP 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $10.00 Unrealized
ALC ALCON INC ORD SHS 0.0%
Value ($000) $6 Shares 80 Est. Cost $59.15 Unrealized +18.0%
CHAMPIONX ORD 0.0%
Value ($000) $6 Shares 275 Est. Cost $10.91 Unrealized
MTB M&T BANK CORP 0.0%
Value ($000) $6 Shares 40 Est. Cost $137.68 Unrealized -8.4%
FORTIVE CORP 0.0%
Value ($000) $5 Shares 5 Est. Cost $1000.00 Unrealized
KEY KEYCORP 0.0%
Value ($000) $5 Shares 272 Est. Cost $14.64 Unrealized +4.0%
LHC Group Inc 0.0%
Value ($000) $5 Shares 25 Est. Cost $200.00 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $5 Shares 94 Est. Cost $42.55 Unrealized 0.0%
ADRNY KONINKLIJKE AHOLD DELHAIZE NV ADR 0.0%
Value ($000) $5 Shares 176 Est. Cost $28.41 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $5 Shares 73 Est. Cost $52.11 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $80.00 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTL STK ETF 0.0%
Value ($000) $5 Shares 65 Est. Cost $57.97 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $100.00 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $5 Shares 37 Est. Cost $108.11 Unrealized
SNAP Snap Inc Cl A 0.0%
Value ($000) $5 Shares 100 Est. Cost $41.54 Unrealized +38.3%
Switchback Energy Acquisition Corp 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $40.00 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $5 Shares 201 Est. Cost $62.38 Unrealized -62.2%
PCRX PACIRA PHARMACEUTICALS INC 0.0%
Value ($000) $4 Shares 60 Est. Cost $43.23 Unrealized +65.3%
SLF SUN LIFE FINL INC COM 0.0%
Value ($000) $4 Shares 89 Est. Cost $48.97 Unrealized 0.0%
PAA PLAINS ALL AMERICAN PIPELINE LP 0.0%
Value ($000) $4 Shares 400 Est. Cost $24.84 Unrealized
SLP SIMULATIONS PLUS INC 0.0%
Value ($000) $4 Shares 66 Est. Cost $64.97 Unrealized +10.8%
FUELCELL ENERGY INC 0.0%
Value ($000) $4 Shares 300 Est. Cost $13.33 Unrealized
HTHIY HITACHI LTD 0.0%
Value ($000) $4 Shares 40 Est. Cost $57.69 Unrealized
DANIMER SCIENTIFIC CL A ORD 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $4 Shares 125 Est. Cost $19.52 Unrealized +46.5%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $4 Shares 77 Est. Cost $32.45 Unrealized +37.7%
CERNER CORP 0.0%
Value ($000) $4 Shares 50 Est. Cost $60.00 Unrealized
DIAMONDPEAK HOLDINGS CORP 0.0%
Value ($000) $4 Shares 300 Est. Cost $20.00 Unrealized
INSEEGO CORP 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.00 Unrealized
YIELD10 BIOSCIENCE INC 0.0%
Value ($000) $3 Shares 250 Est. Cost $12.00 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS-A 0.0%
Value ($000) $3 Shares 10 Est. Cost $445.83 Unrealized -17.4%
SPLV POWERSHARES S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $3 Shares 45 Est. Cost $48.28 Unrealized
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $466.57 Unrealized +33.9%
JPMORGAN CHASE & CO PFD 6.1 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
MFIC APOLLO INVESTMENT CORP 0.0%
Value ($000) $3 Shares 241 Est. Cost $7.39 Unrealized +0.0%
CRNC CERENCE ORD 0.0%
Value ($000) $3 Shares 30 Est. Cost $16.42 Unrealized +570.1%
JUNIPER NETWORKS INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $20.00 Unrealized
FOOT LOCKER INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $40.00 Unrealized
NORTHERN GENESIS ACQUISITION ORD 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.00 Unrealized
AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $2 Shares 162 Est. Cost $12.35 Unrealized
CLOVIS ONCOLOGY INC 0.0%
Value ($000) $2 Shares 250 Est. Cost $28.00 Unrealized
DISH NETWORK CORP 0.0%
Value ($000) $2 Shares 52 Est. Cost $38.46 Unrealized
EAST RESOURCES ACQUITION CO UNITS (1 Ord Class A 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.33 Unrealized
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $294.28 Unrealized +64.5%
VOX VANGUARD TELECOMMUNICATION SERVICES ETF 0.0%
Value ($000) $2 Shares 15 Est. Cost $66.67 Unrealized
ROMEO POWER CL A ORD 0.0%
Value ($000) $2 Shares 300 Est. Cost $23.33 Unrealized
ADAMS DIVERSIFIED EQUITY FUND 0.0%
Value ($000) $1 Shares 75 Est. Cost Unrealized
ONB OLD NATIONAL BANCORP 0.0%
Value ($000) $1 Shares 57 Est. Cost $18.53 Unrealized 0.0%
CHURCHILL CAPITAL CL A ORD 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
ECON COLUMBIA EMERGING MARKETS CONSUMER ETF 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
CONTANGO OIL & GAS CO 0.0%
Value ($000) $1 Shares 175 Est. Cost Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $120.79 Unrealized +59.2%
AAL AMERICAN AIRLINES GROUP INC 0.0%
Value ($000) $1 Shares 62 Est. Cost $29.02 Unrealized -33.5%
LUMN LUMEN TECHNOLOGIES INC ORDINARY SHARES 0.0%
Value ($000) $0 Shares 28 Est. Cost $8.43 Unrealized +28.5%
LDK SOLAR CO LTD 0.0%
Value ($000) $0 Shares 400 Est. Cost Unrealized
NOK NOKIA OYJ 0.0%
Value ($000) $0 Shares 38 Est. Cost Unrealized
CHICO'S FAS INC 0.0%
Value ($000) $0 Shares 139 Est. Cost Unrealized
FUEL PERFORMANCE SOLUTIONS INC 0.0%
Value ($000) $0 Shares 2,080 Est. Cost Unrealized
GPS INDUSTRIES INC.(NV) 0.0%
Value ($000) $0 Shares 50,000 Est. Cost Unrealized
SATS ECHOSTAR CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $23.93 Unrealized -0.0%
BRISTOL MYERS SQUIBB CONTINGENT RTS 0.0%
Value ($000) $0 Shares 10 Est. Cost $3.02 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
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $63.41 Unrealized
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 +23.8%
WINDSWEPT ENVIRONMENTAL GROUP INC. 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
VOD VODAFONE GROUP PLC ADR 0.0%
Value ($000) $0 Shares 23 Est. Cost Unrealized