UMB Bank, n.a. Diversified Active

CIK: 0000933429 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 4, 2021

Total Value ($000): $3,713,874 (100.0% shares, 0.0% debt)

Holdings (363)

UMBF UMB Financial Corp 9.5%
Value ($000) $351,937 Shares 5,101,277 Est. Cost $52.54 Unrealized +22.1%
IVV iShares Core S&P 500 ETF 5.1%
Value ($000) $187,700 Shares 500,014 Est. Cost $218.18 Unrealized
AAPL Apple Inc 5.0%
Value ($000) $185,806 Shares 1,400,300 Est. Cost $89.99 Unrealized +30.0%
IJH iShares Core S&P Mid-Cap ETF 3.6%
Value ($000) $134,010 Shares 583,085 Est. Cost $148.92 Unrealized
MSFT Microsoft Corp 3.1%
Value ($000) $114,741 Shares 515,878 Est. Cost $40.06 Unrealized +414.3%
AMZN Amazon Com Inc 2.8%
Value ($000) $102,441 Shares 31,453 Est. Cost $51.76 Unrealized +208.3%
IJR iShares Core S&P Small-Cap ETF 2.1%
Value ($000) $76,377 Shares 831,095 Est. Cost $87.32 Unrealized
GOOGL Alphabet Inc Class A 1.7%
Value ($000) $61,947 Shares 35,345 Est. Cost $35.42 Unrealized +135.7%
IEFA iShares Core MSCI EAFE ETF 1.6%
Value ($000) $60,631 Shares 877,561 Est. Cost $58.47 Unrealized
MA Mastercard Inc - Class A 1.5%
Value ($000) $56,463 Shares 158,187 Est. Cost $87.73 Unrealized +268.6%
JPM JP Morgan Chase & Co 1.5%
Value ($000) $55,418 Shares 436,125 Est. Cost $45.61 Unrealized +115.2%
HD Home Depot Inc 1.4%
Value ($000) $52,008 Shares 195,798 Est. Cost $73.93 Unrealized +228.0%
UNH UnitedHealth Group Inc 1.3%
Value ($000) $49,800 Shares 142,008 Est. Cost $74.34 Unrealized +314.6%
VEA Vanguard FTSE Developed 1.3%
Value ($000) $49,795 Shares 1,054,740 Est. Cost $39.70 Unrealized
COST Costco Wholesale Corp 1.3%
Value ($000) $48,520 Shares 128,775 Est. Cost $97.10 Unrealized +257.8%
DIS Disney Walt Co 1.3%
Value ($000) $48,455 Shares 267,443 Est. Cost $78.06 Unrealized +79.6%
NEE NextEra Energy Inc 1.3%
Value ($000) $47,800 Shares 619,575 Est. Cost $52.93 Unrealized +24.0%
TXN Texas Instruments Inc 1.2%
Value ($000) $45,075 Shares 274,633 Est. Cost $40.35 Unrealized +233.5%
UNP Union Pacific Corp 1.1%
Value ($000) $42,020 Shares 201,806 Est. Cost $101.45 Unrealized +75.5%
INTU Intuit 1.1%
Value ($000) $40,535 Shares 106,715 Est. Cost $93.17 Unrealized +265.2%
PG Procter & Gamble Co 1.1%
Value ($000) $39,149 Shares 281,366 Est. Cost $62.35 Unrealized +97.6%
VFC V F Corp 1.0%
Value ($000) $37,530 Shares 439,403 Est. Cost $52.32 Unrealized +52.7%
JNJ Johnson & Johnson 1.0%
Value ($000) $35,777 Shares 227,329 Est. Cost $71.79 Unrealized +77.6%
ABT Abbott Laboratories 0.9%
Value ($000) $34,751 Shares 317,391 Est. Cost $50.11 Unrealized +98.1%
MRK Merck & Co Inc 0.9%
Value ($000) $34,459 Shares 421,258 Est. Cost $49.77 Unrealized +30.3%
META Facebook Inc - A Shs 0.9%
Value ($000) $33,989 Shares 124,429 Est. Cost $100.70 Unrealized +170.4%
WMT Walmart Inc 0.9%
Value ($000) $33,916 Shares 235,284 Est. Cost $24.25 Unrealized +86.6%
IWR iShares Russell Midcap Index 0.9%
Value ($000) $33,369 Shares 486,788 Est. Cost $82.16 Unrealized
PEP Pepsico Inc 0.8%
Value ($000) $30,866 Shares 208,132 Est. Cost $60.34 Unrealized +100.9%
TGT Target Corp 0.8%
Value ($000) $29,354 Shares 166,282 Est. Cost $62.14 Unrealized +133.1%
VZ Verizon Communications Inc 0.8%
Value ($000) $29,299 Shares 498,693 Est. Cost $30.27 Unrealized +45.3%
CRM Salesforce.com Inc 0.8%
Value ($000) $29,050 Shares 130,545 Est. Cost $136.43 Unrealized +76.1%
MCD McDonalds Corp 0.8%
Value ($000) $28,539 Shares 133,000 Est. Cost $130.51 Unrealized +48.1%
DUK Duke Energy Hldg Corp 0.7%
Value ($000) $27,256 Shares 297,683 Est. Cost $52.06 Unrealized +45.4%
BAC Bank of America Corporation 0.7%
Value ($000) $26,281 Shares 867,064 Est. Cost $24.05 Unrealized -1.6%
Blackrock Inc 0.7%
Value ($000) $25,775 Shares 35,722 Est. Cost $362.23 Unrealized
IEMG iShares Core MSCI Emerging 0.6%
Value ($000) $23,633 Shares 380,935 Est. Cost $51.40 Unrealized
IWM iShares Russell 2000 Index 0.6%
Value ($000) $22,977 Shares 117,192 Est. Cost $118.73 Unrealized
DHR Danaher Corp Del 0.6%
Value ($000) $22,686 Shares 102,126 Est. Cost $78.60 Unrealized +149.4%
UPS United Parcel Service Inc 0.6%
Value ($000) $22,366 Shares 132,814 Est. Cost $77.80 Unrealized +76.0%
TMO Thermo Fisher Scientific Inc 0.6%
Value ($000) $22,248 Shares 47,763 Est. Cost $137.95 Unrealized +235.3%
CAT Caterpillar Inc Del 0.6%
Value ($000) $21,650 Shares 118,943 Est. Cost $110.86 Unrealized +38.9%
AVGO Broadcom Inc 0.6%
Value ($000) $21,422 Shares 48,926 Est. Cost $24.74 Unrealized +40.8%
T AT & T Inc 0.6%
Value ($000) $21,399 Shares 744,060 Est. Cost $13.17 Unrealized +16.8%
MS Morgan Stanley Co 0.6%
Value ($000) $21,238 Shares 309,918 Est. Cost $43.36 Unrealized +12.6%
HON Honeywell International Inc 0.6%
Value ($000) $20,870 Shares 98,120 Est. Cost $118.47 Unrealized +38.2%
EW Edwards Lifesciences Corp 0.6%
Value ($000) $20,839 Shares 228,417 Est. Cost $80.07 Unrealized +3.6%
VNQ Vanguard REIT VIPERs ETF 0.6%
Value ($000) $20,689 Shares 243,605 Est. Cost $81.49 Unrealized
ECL Ecolab Inc 0.6%
Value ($000) $20,614 Shares 95,278 Est. Cost $135.28 Unrealized +46.0%
NKE Nike Inc 0.5%
Value ($000) $19,902 Shares 140,676 Est. Cost $60.95 Unrealized +102.2%
CME CME Group Inc 0.5%
Value ($000) $19,302 Shares 106,028 Est. Cost $68.31 Unrealized +102.7%
PFE Pfizer Inc 0.5%
Value ($000) $18,471 Shares 501,782 Est. Cost $22.54 Unrealized +27.0%
CVX Chevron Corp 0.5%
Value ($000) $18,094 Shares 214,249 Est. Cost $69.58 Unrealized -6.6%
EFA iShares MSCI EAFE 0.5%
Value ($000) $17,650 Shares 241,917 Est. Cost $60.73 Unrealized
VWO Vanguard FTSE Emerging Markets 0.5%
Value ($000) $17,616 Shares 351,542 Est. Cost $42.10 Unrealized
IWP iShares Russell Midcap Growth 0.5%
Value ($000) $17,464 Shares 170,134 Est. Cost $97.67 Unrealized
IVE iShares Trust S&P 500/Barra 0.5%
Value ($000) $17,423 Shares 136,097 Est. Cost $96.43 Unrealized
JPST JPMorgan Ultra-Short Income 0.5%
Value ($000) $17,136 Shares 337,394 Est. Cost $49.72 Unrealized
IVW iShares S&P 500 Growth Index 0.5%
Value ($000) $16,807 Shares 263,343 Est. Cost $81.60 Unrealized
IWS iShares Russell Midcap Value 0.4%
Value ($000) $16,708 Shares 172,321 Est. Cost $70.19 Unrealized
ADBE Adobe Inc 0.4%
Value ($000) $16,502 Shares 32,995 Est. Cost $290.61 Unrealized +66.2%
SCZ iShares MSCI EAFE Small Cap 0.4%
Value ($000) $16,261 Shares 237,904 Est. Cost $55.06 Unrealized
BRK/B Berkshire Hathaway Inc - Cl B 0.4%
Value ($000) $16,216 Shares 69,936 Est. Cost $194.50 Unrealized +13.2%
Duke Realty Corp 0.4%
Value ($000) $15,914 Shares 398,145 Est. Cost $33.99 Unrealized
IGSB iShares Short-Term Corporate 0.4%
Value ($000) $15,882 Shares 287,879 Est. Cost $67.73 Unrealized
SBUX Starbucks Corp 0.4%
Value ($000) $15,008 Shares 140,288 Est. Cost $57.06 Unrealized +49.2%
ROK Rockwell Automation Inc 0.4%
Value ($000) $14,513 Shares 57,862 Est. Cost $197.15 Unrealized +13.6%
V Visa Inc 0.4%
Value ($000) $14,042 Shares 64,196 Est. Cost $127.95 Unrealized +54.1%
BF/B Brown Forman Corporation 0.4%
Value ($000) $13,452 Shares 169,359 Est. Cost $48.09 Unrealized +45.5%
TRV Travelers Companies Inc 0.4%
Value ($000) $13,037 Shares 92,882 Est. Cost $113.93 Unrealized +1.5%
LEG Leggett & Platt Inc 0.3%
Value ($000) $12,916 Shares 291,558 Est. Cost $39.31 Unrealized +9.1%
ORLY O'Reilly Automotive Inc 0.3%
Value ($000) $12,229 Shares 27,020 Est. Cost $11.20 Unrealized +169.6%
NVDA Nvidia Corp 0.3%
Value ($000) $12,123 Shares 23,215 Est. Cost $6.83 Unrealized +95.4%
IJT Ishares Tr S&P Smlcp 600/Barra 0.3%
Value ($000) $12,044 Shares 105,484 Est. Cost $127.68 Unrealized
AMGN Amgen Inc 0.3%
Value ($000) $11,848 Shares 51,529 Est. Cost $109.65 Unrealized +79.0%
DOCU DocuSign Inc. 0.3%
Value ($000) $11,798 Shares 53,075 Est. Cost $80.97 Unrealized +177.4%
GS Goldman Sachs Group Inc 0.3%
Value ($000) $11,793 Shares 44,720 Est. Cost $184.91 Unrealized +6.5%
AWK American Water Works Co Inc 0.3%
Value ($000) $11,465 Shares 74,704 Est. Cost $105.99 Unrealized +31.5%
ABBV Abbvie Inc 0.3%
Value ($000) $11,388 Shares 106,276 Est. Cost $66.15 Unrealized +19.3%
Cerner Corp 0.3%
Value ($000) $11,097 Shares 141,398 Est. Cost $67.40 Unrealized
PAYX Paychex Inc 0.3%
Value ($000) $10,924 Shares 117,230 Est. Cost $36.59 Unrealized +110.3%
IWF iShares Russell 1000 Growth 0.3%
Value ($000) $10,902 Shares 45,212 Est. Cost $105.25 Unrealized
PYPL Paypal Holdings Inc 0.3%
Value ($000) $10,696 Shares 45,671 Est. Cost $144.26 Unrealized +43.3%
IWV iShares Russell 3000 Index 0.3%
Value ($000) $10,478 Shares 46,871 Est. Cost $147.87 Unrealized
URI United Rentals Inc 0.3%
Value ($000) $10,342 Shares 44,595 Est. Cost $129.53 Unrealized +58.0%
GVI iShares Barclays Inter 0.3%
Value ($000) $10,066 Shares 85,563 Est. Cost $110.16 Unrealized
DG Dollar General Corp 0.3%
Value ($000) $9,994 Shares 47,521 Est. Cost $125.63 Unrealized +57.6%
Walgreens Boots Alliance 0.3%
Value ($000) $9,924 Shares 248,832 Est. Cost $41.84 Unrealized
FPE First Trust Preferred 0.3%
Value ($000) $9,920 Shares 491,330 Est. Cost $18.34 Unrealized
RTX Raytheon Technologies Corp 0.3%
Value ($000) $9,715 Shares 135,863 Est. Cost $54.61 Unrealized +7.0%
INTC Intel Corp 0.3%
Value ($000) $9,450 Shares 189,680 Est. Cost $32.54 Unrealized +35.3%
FDX Fedex Corp 0.3%
Value ($000) $9,341 Shares 35,980 Est. Cost $217.10 Unrealized +15.7%
SPLV Invesco S&P 500 Low Volatility 0.2%
Value ($000) $9,250 Shares 164,503 Est. Cost $51.15 Unrealized
BA Boeing Co 0.2%
Value ($000) $8,980 Shares 41,952 Est. Cost $102.40 Unrealized +87.7%
LUV Southwest Airlines Co 0.2%
Value ($000) $8,907 Shares 191,097 Est. Cost $37.12 Unrealized +8.6%
BMY Bristol Myers Squibb Co 0.2%
Value ($000) $8,659 Shares 139,606 Est. Cost $37.46 Unrealized +33.6%
IQDF FlexShares International 0.2%
Value ($000) $8,610 Shares 356,384 Est. Cost $24.97 Unrealized
EMR Emerson Electric Co 0.2%
Value ($000) $8,598 Shares 106,974 Est. Cost $47.39 Unrealized +41.0%
USB US Bancorp Del 0.2%
Value ($000) $8,569 Shares 183,926 Est. Cost $31.31 Unrealized +8.1%
AMT American Tower Corp 0.2%
Value ($000) $8,278 Shares 36,877 Est. Cost $203.98 Unrealized -2.1%
GOOG Alphabet Inc Class C 0.2%
Value ($000) $8,174 Shares 4,666 Est. Cost $41.23 Unrealized +103.1%
CSGP Costar Group Inc 0.2%
Value ($000) $7,994 Shares 8,649 Est. Cost $65.28 Unrealized +34.3%
Kansas City Southern 0.2%
Value ($000) $7,888 Shares 38,643 Est. Cost $109.87 Unrealized
O Realty Income Corp 0.2%
Value ($000) $7,829 Shares 125,935 Est. Cost $51.26 Unrealized -11.1%
IWD iShares Russell 1000 Value 0.2%
Value ($000) $7,739 Shares 56,602 Est. Cost $103.96 Unrealized
LULU Lululemon Athletica Inc 0.2%
Value ($000) $7,430 Shares 21,349 Est. Cost $347.27 Unrealized 0.0%
IWB Ishares Russell 1000 Index 0.2%
Value ($000) $7,389 Shares 34,878 Est. Cost $133.43 Unrealized
Activision Blizzard Inc 0.2%
Value ($000) $7,229 Shares 77,851 Est. Cost $58.41 Unrealized
CVS CVS Health Corporation 0.2%
Value ($000) $6,820 Shares 99,847 Est. Cost $53.26 Unrealized +3.7%
CBSH Commerce Bancshares Inc 0.2%
Value ($000) $6,797 Shares 103,446 Est. Cost $29.78 Unrealized +56.2%
BND Vanguard Total Bond Market ETF 0.2%
Value ($000) $6,663 Shares 75,555 Est. Cost $81.88 Unrealized
DE Deere & Company 0.2%
Value ($000) $6,605 Shares 24,550 Est. Cost $75.14 Unrealized +208.9%
IJS Ishares Tr S&P Smlcp 600/barra 0.2%
Value ($000) $6,486 Shares 79,770 Est. Cost $108.69 Unrealized
IGIB iShares Intermediate-Term Corp 0.2%
Value ($000) $6,266 Shares 101,411 Est. Cost $76.33 Unrealized
EMLP First Trust North American 0.2%
Value ($000) $6,210 Shares 296,110 Est. Cost $24.10 Unrealized
ORCL Oracle Corp 0.2%
Value ($000) $6,061 Shares 93,701 Est. Cost $35.93 Unrealized +54.5%
MMM 3M Corp 0.2%
Value ($000) $6,011 Shares 34,391 Est. Cost $77.77 Unrealized +51.1%
KO Coca Cola Co 0.2%
Value ($000) $5,918 Shares 107,915 Est. Cost $28.04 Unrealized +57.9%
TROW Price T Rowe Group Inc 0.2%
Value ($000) $5,808 Shares 38,364 Est. Cost $63.31 Unrealized +80.6%
XOM ExxonMobil Corp 0.2%
Value ($000) $5,784 Shares 140,332 Est. Cost $53.38 Unrealized -43.1%
CSCO Cisco Systems Inc 0.2%
Value ($000) $5,768 Shares 128,893 Est. Cost $37.16 Unrealized -5.1%
SO Southern Co 0.1%
Value ($000) $5,378 Shares 87,557 Est. Cost $36.09 Unrealized +37.2%
D Dominion Energy Inc 0.1%
Value ($000) $5,360 Shares 71,280 Est. Cost $45.92 Unrealized +38.1%
USMV iShares Edge MSCI Min Vol USA 0.1%
Value ($000) $5,306 Shares 78,166 Est. Cost $47.05 Unrealized
QCOM Qualcomm Inc 0.1%
Value ($000) $5,092 Shares 33,429 Est. Cost $46.82 Unrealized +166.4%
Pioneer Natural Resources Co 0.1%
Value ($000) $5,087 Shares 44,665 Est. Cost $113.89 Unrealized
TJX TJX Cos Inc 0.1%
Value ($000) $4,962 Shares 72,661 Est. Cost $36.15 Unrealized +56.2%
VOE Vanguard Mid-Cap Value Index 0.1%
Value ($000) $4,657 Shares 39,147 Est. Cost $108.42 Unrealized
CMCSA Comcast Corp New 0.1%
Value ($000) $4,241 Shares 80,938 Est. Cost $36.84 Unrealized +13.1%
REGN Regeneron Pharmaceuticals Inc 0.1%
Value ($000) $4,225 Shares 8,744 Est. Cost $540.15 Unrealized -0.6%
TFC Truist Financial Corporation 0.1%
Value ($000) $4,221 Shares 88,069 Est. Cost $40.89 Unrealized -12.8%
LOW Lowes Companies Inc 0.1%
Value ($000) $4,077 Shares 25,402 Est. Cost $78.05 Unrealized +89.7%
APD Air Products and Chemicals Inc 0.1%
Value ($000) $4,022 Shares 14,720 Est. Cost $75.08 Unrealized +229.8%
WM Waste Mgmt Inc Del 0.1%
Value ($000) $4,010 Shares 34,004 Est. Cost $93.17 Unrealized +15.3%
LLY Lilly Eli & Co 0.1%
Value ($000) $3,941 Shares 23,344 Est. Cost $69.73 Unrealized +102.7%
KMI Kinder Morgan Inc 0.1%
Value ($000) $3,916 Shares 286,469 Est. Cost $13.16 Unrealized -24.5%
IBM International Business 0.1%
Value ($000) $3,912 Shares 31,075 Est. Cost $115.87 Unrealized -19.4%
Kellogg CO 0.1%
Value ($000) $3,644 Shares 58,559 Est. Cost $48.01 Unrealized +4.2%
SDY SPDR S&P Dividend ETF 0.1%
Value ($000) $3,634 Shares 34,298 Est. Cost $83.37 Unrealized
FAST Fastenal Co 0.1%
Value ($000) $3,621 Shares 74,166 Est. Cost $13.10 Unrealized +58.2%
NSC Norfolk Southern Corp 0.1%
Value ($000) $3,608 Shares 15,184 Est. Cost $65.52 Unrealized +212.5%
AEP American Electric Power Inc 0.1%
Value ($000) $3,582 Shares 43,008 Est. Cost $34.55 Unrealized +108.4%
IDXX Idexx Labs Inc 0.1%
Value ($000) $3,444 Shares 6,890 Est. Cost $447.44 Unrealized 0.0%
BDX Becton Dickinson & Co 0.1%
Value ($000) $3,440 Shares 13,748 Est. Cost $158.09 Unrealized +35.7%
LQD iShares iBoxx $ Investment 0.1%
Value ($000) $3,439 Shares 24,892 Est. Cost $115.48 Unrealized
VOT Vanguard Mid-Cap Growth Index 0.1%
Value ($000) $3,437 Shares 16,206 Est. Cost $131.66 Unrealized
ITW Illinois Tool Works Inc 0.1%
Value ($000) $3,393 Shares 16,640 Est. Cost $69.68 Unrealized +159.8%
PCAR Paccar Inc 0.1%
Value ($000) $3,327 Shares 38,556 Est. Cost $25.39 Unrealized +90.4%
CTAS Cintas Corp 0.1%
Value ($000) $3,286 Shares 9,296 Est. Cost $14.53 Unrealized +468.5%
IWN Ishares Tr Russell 2000 Value 0.1%
Value ($000) $3,055 Shares 23,188 Est. Cost $117.01 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $3,051 Shares 8,596 Est. Cost $239.50 Unrealized +33.2%
AGG iShares Core US Aggregate ETF 0.1%
Value ($000) $3,027 Shares 25,607 Est. Cost $108.71 Unrealized
NUDM NuShares ESG Int'l Developed 0.1%
Value ($000) $2,962 Shares 101,324 Est. Cost $24.29 Unrealized
COP ConocoPhillips 0.1%
Value ($000) $2,934 Shares 73,364 Est. Cost $41.59 Unrealized -26.1%
iShares Gold Trust 0.1%
Value ($000) $2,891 Shares 159,429 Est. Cost $14.13 Unrealized
OMC Omnicom Group Inc 0.1%
Value ($000) $2,877 Shares 46,126 Est. Cost $59.00 Unrealized -19.4%
GPC Genuine Parts Co 0.1%
Value ($000) $2,810 Shares 27,978 Est. Cost $83.05 Unrealized +2.1%
SHW Sherwin Williams CO 0.1%
Value ($000) $2,753 Shares 3,746 Est. Cost $80.10 Unrealized +183.0%
KMB Kimberly Clark Corp 0.1%
Value ($000) $2,717 Shares 20,152 Est. Cost $69.12 Unrealized +67.8%
VBR Vanguard Small-Cap Value 0.1%
Value ($000) $2,677 Shares 18,824 Est. Cost $125.34 Unrealized
VTR Ventas Inc 0.1%
Value ($000) $2,666 Shares 54,373 Est. Cost $41.55 Unrealized -7.1%
NFLX Netflix Com Inc 0.1%
Value ($000) $2,614 Shares 4,834 Est. Cost $31.57 Unrealized +60.6%
ADP Automatic Data Processing Inc 0.1%
Value ($000) $2,579 Shares 14,637 Est. Cost $59.97 Unrealized +145.9%
IWO ishares Russell 2000 Growth 0.1%
Value ($000) $2,502 Shares 8,726 Est. Cost $150.42 Unrealized
C Citigroup Inc 0.1%
Value ($000) $2,399 Shares 38,911 Est. Cost $48.92 Unrealized -13.4%
CL Colgate Palmolive Co 0.1%
Value ($000) $2,388 Shares 27,932 Est. Cost $47.70 Unrealized +53.9%
CLX Clorox Co Del 0.1%
Value ($000) $2,383 Shares 11,805 Est. Cost $100.98 Unrealized +74.6%
BSV Vanguard Short-Term Bond - ETF 0.1%
Value ($000) $2,381 Shares 28,727 Est. Cost $81.47 Unrealized
PSX Phillips 66 0.1%
Value ($000) $2,361 Shares 33,762 Est. Cost $67.36 Unrealized -28.8%
AXP American Express Co 0.1%
Value ($000) $2,342 Shares 19,367 Est. Cost $65.25 Unrealized +59.2%
ALL Allstate Corp 0.1%
Value ($000) $2,309 Shares 21,008 Est. Cost $39.71 Unrealized +118.2%
MKC McCormick & Co Inc 0.1%
Value ($000) $2,241 Shares 23,450 Est. Cost $56.90 Unrealized +49.0%
LNT Alliant Energy Corp 0.1%
Value ($000) $2,183 Shares 42,366 Est. Cost $23.22 Unrealized +96.4%
VT Vanguard Total World Stock 0.1%
Value ($000) $2,169 Shares 23,425 Est. Cost $73.16 Unrealized
DLR Digital Realty Trust Inc 0.1%
Value ($000) $2,160 Shares 15,483 Est. Cost $44.29 Unrealized +169.7%
Twitter Inc 0.1%
Value ($000) $2,151 Shares 39,715 Est. Cost $34.36 Unrealized
BKLN Invesco Senior Loan ETF 0.1%
Value ($000) $2,140 Shares 96,030 Est. Cost $22.90 Unrealized
HIW Highwoods Properties Inc 0.1%
Value ($000) $2,053 Shares 51,808 Est. Cost $41.74 Unrealized
VTI Vanguard US Total Stock Mkt 0.1%
Value ($000) $2,047 Shares 10,518 Est. Cost $149.21 Unrealized
KTB Kontoor Brands Inc 0.1%
Value ($000) $2,038 Shares 50,243 Est. Cost $29.07 Unrealized +26.8%
DOW Dow Inc 0.1%
Value ($000) $1,984 Shares 35,752 Est. Cost $36.52 Unrealized +6.9%
NULG NuShares ETF TR ESG LARGE CAP 0.1%
Value ($000) $1,911 Shares 33,950 Est. Cost $39.10 Unrealized
IJK iShares S&P MidCap 400/BARRA 0.0%
Value ($000) $1,834 Shares 25,392 Est. Cost $103.52 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $1,738 Shares 29,557 Est. Cost $34.83 Unrealized +46.0%
NTRS Northern Trust Corp 0.0%
Value ($000) $1,710 Shares 18,370 Est. Cost $46.38 Unrealized +62.4%
EQBK Equity Bancshares Inc 0.0%
Value ($000) $1,709 Shares 79,152 Est. Cost $38.70 Unrealized -52.8%
JKHY Jack Henry & Assoc Inc 0.0%
Value ($000) $1,657 Shares 10,226 Est. Cost $47.71 Unrealized +212.3%
BAX Baxter International Inc 0.0%
Value ($000) $1,632 Shares 20,335 Est. Cost $36.54 Unrealized +94.4%
FIVE Five Below Inc 0.0%
Value ($000) $1,620 Shares 9,255 Est. Cost $104.43 Unrealized +41.8%
STZ Constellation Brands Inc 0.0%
Value ($000) $1,612 Shares 7,357 Est. Cost $173.75 Unrealized +4.1%
WY Weyerhaeuser Co 0.0%
Value ($000) $1,602 Shares 47,777 Est. Cost $21.05 Unrealized +16.4%
EA Electronic Arts Inc 0.0%
Value ($000) $1,586 Shares 11,045 Est. Cost $125.41 Unrealized 0.0%
IJJ Ishares Tr S&P Midcap 0.0%
Value ($000) $1,566 Shares 18,147 Est. Cost $113.94 Unrealized
NULV NuShares ESG Large-Cap Value 0.0%
Value ($000) $1,548 Shares 46,976 Est. Cost $29.13 Unrealized
EVRG Evergy Inc. 0.0%
Value ($000) $1,544 Shares 27,815 Est. Cost $40.97 Unrealized +9.1%
VTV Vanguard Value - ETF 0.0%
Value ($000) $1,535 Shares 12,903 Est. Cost $99.89 Unrealized
SYK Stryker Corp 0.0%
Value ($000) $1,523 Shares 6,215 Est. Cost $141.88 Unrealized +51.2%
AJG Gallagher Arthur J & CO 0.0%
Value ($000) $1,519 Shares 12,281 Est. Cost $34.86 Unrealized +209.0%
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $1,443 Shares 1,764 Est. Cost $175.97 Unrealized +41.1%
MDLZ Mondelez International Inc 0.0%
Value ($000) $1,421 Shares 24,297 Est. Cost $30.49 Unrealized +64.4%
CI Cigna Corporation 0.0%
Value ($000) $1,366 Shares 6,565 Est. Cost $190.77 Unrealized -5.9%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $1,344 Shares 8,716 Est. Cost $104.45 Unrealized +29.6%
WFC Wells Fargo & Co 0.0%
Value ($000) $1,341 Shares 44,439 Est. Cost $30.17 Unrealized -23.6%
VLO Valero Energy Corp New 0.0%
Value ($000) $1,285 Shares 22,715 Est. Cost $49.44 Unrealized -17.9%
DOV Dover Corp 0.0%
Value ($000) $1,259 Shares 9,971 Est. Cost $40.55 Unrealized +174.0%
MRSH Marsh & McLennan Cos Inc 0.0%
Value ($000) $1,259 Shares 10,756 Est. Cost $95.06 Unrealized +10.7%
NUBD NuShares ESG US AGG Bond 0.0%
Value ($000) $1,236 Shares 46,133 Est. Cost $24.89 Unrealized
IWL iShares Russell Top 200 ETF 0.0%
Value ($000) $1,224 Shares 13,559 Est. Cost $69.84 Unrealized
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $1,222 Shares 7,419 Est. Cost $115.74 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $1,169 Shares 28,250 Est. Cost $33.75 Unrealized -7.3%
MAR Marriott Intl Inc New 0.0%
Value ($000) $1,143 Shares 8,667 Est. Cost $79.18 Unrealized +39.1%
AFL AFLAC Inc 0.0%
Value ($000) $1,124 Shares 25,267 Est. Cost $30.13 Unrealized +20.6%
MBB iShares Barclays MBS Bond Fund 0.0%
Value ($000) $1,112 Shares 10,098 Est. Cost $105.15 Unrealized
HSY The Hershey Company 0.0%
Value ($000) $1,081 Shares 7,098 Est. Cost $70.49 Unrealized +85.8%
VO Vanquard Mid Cap ETF 0.0%
Value ($000) $1,037 Shares 5,016 Est. Cost $161.66 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $1,036 Shares 19,490 Est. Cost $38.21 Unrealized +24.1%
FISV Fiserv Inc 0.0%
Value ($000) $1,018 Shares 8,935 Est. Cost $100.34 Unrealized +7.4%
NUEM NuShares ESG Int'l Emerging 0.0%
Value ($000) $1,014 Shares 30,310 Est. Cost $25.79 Unrealized
HYG iShares iBoxx $ High Yield 0.0%
Value ($000) $962 Shares 11,025 Est. Cost $86.17 Unrealized
BOKF BOK Financial Corp 0.0%
Value ($000) $960 Shares 14,012 Est. Cost $60.19 Unrealized -6.1%
PGR Progressive Corp Ohio 0.0%
Value ($000) $945 Shares 9,562 Est. Cost $46.44 Unrealized +73.6%
SRE Sempra Energy 0.0%
Value ($000) $930 Shares 7,297 Est. Cost $39.08 Unrealized +39.4%
ED Consolidated Edison Inc 0.0%
Value ($000) $919 Shares 12,712 Est. Cost $59.87 Unrealized +7.9%
MTCH Match Group Inc. 0.0%
Value ($000) $914 Shares 6,047 Est. Cost $129.23 Unrealized 0.0%
Bank of America Corp PFD 0.0%
Value ($000) $910 Shares 33,314 Est. Cost $26.19 Unrealized
Goldman Sachs GP Div 5.5 PFD 0.0%
Value ($000) $898 Shares 32,867 Est. Cost $26.37 Unrealized
EL Lauder Estee Cos Inc 0.0%
Value ($000) $895 Shares 3,360 Est. Cost $182.75 Unrealized +22.4%
Truist Financial Corporation 0.0%
Value ($000) $871 Shares 33,521 Est. Cost $26.52 Unrealized
SHY iShares Barclays 1-3 Year 0.0%
Value ($000) $871 Shares 10,076 Est. Cost $85.56 Unrealized
Morgan Stanley PFD 0.0%
Value ($000) $860 Shares 32,284 Est. Cost $23.58 Unrealized
WELL Welltower Inc 0.0%
Value ($000) $852 Shares 13,180 Est. Cost $58.88 Unrealized -10.2%
AEE Ameren Corp 0.0%
Value ($000) $851 Shares 10,902 Est. Cost $32.29 Unrealized +113.3%
NUSC NuShares ESG Small Cap 0.0%
Value ($000) $823 Shares 21,450 Est. Cost $32.24 Unrealized
SPY SPDR S&P 500 ETF Trust 0.0%
Value ($000) $805 Shares 2,154 Est. Cost $244.12 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $797 Shares 3,511 Est. Cost $112.00 Unrealized +77.0%
ADM Archer Daniels Midland Co 0.0%
Value ($000) $774 Shares 15,361 Est. Cost $29.49 Unrealized +45.2%
WMB Williams Companies Inc 0.0%
Value ($000) $762 Shares 38,010 Est. Cost $18.39 Unrealized -15.0%
ACWX iShares MSCI ACWI Ex US ETF 0.0%
Value ($000) $760 Shares 14,330 Est. Cost $45.12 Unrealized
XYZ Square Inc 0.0%
Value ($000) $757 Shares 3,480 Est. Cost $78.84 Unrealized +147.4%
PNC PNC Finl Svcs Group Inc 0.0%
Value ($000) $746 Shares 5,012 Est. Cost $106.49 Unrealized 0.0%
CASY Casey's General Stores Inc 0.0%
Value ($000) $740 Shares 4,139 Est. Cost $129.27 Unrealized +35.9%
MPLX MPLX LP 0.0%
Value ($000) $740 Shares 34,164 Est. Cost $30.84 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $733 Shares 2,402 Est. Cost $168.13 Unrealized +56.7%
GILD Gilead Sciences Inc 0.0%
Value ($000) $732 Shares 12,570 Est. Cost $54.52 Unrealized -9.5%
WSO Watsco Inc 0.0%
Value ($000) $725 Shares 3,201 Est. Cost $168.85 Unrealized +36.1%
GD General Dynamics Corp 0.0%
Value ($000) $721 Shares 4,840 Est. Cost $72.76 Unrealized +79.5%
VSS Vanguard FTSE All World Ex-US 0.0%
Value ($000) $719 Shares 5,901 Est. Cost $102.39 Unrealized
WSO/B Watsco Inc 0.0%
Value ($000) $717 Shares 3,187 Est. Cost $169.06 Unrealized +36.4%
TSLA Tesla Inc 0.0%
Value ($000) $711 Shares 1,008 Est. Cost $170.65 Unrealized 0.0%
General Electric Co 0.0%
Value ($000) $710 Shares 65,680 Est. Cost $21.09 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $699 Shares 9,410 Est. Cost $41.53 Unrealized +44.5%
EPD Enterprise Products Partners 0.0%
Value ($000) $680 Shares 34,745 Est. Cost $29.45 Unrealized
CSX CSX Corp 0.0%
Value ($000) $668 Shares 7,364 Est. Cost $15.30 Unrealized +75.2%
IP International Paper 0.0%
Value ($000) $666 Shares 13,401 Est. Cost $32.57 Unrealized +10.1%
FHB First Hawaiian Inc 0.0%
Value ($000) $659 Shares 27,952 Est. Cost $15.87 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $657 Shares 9,249 Est. Cost $27.24 Unrealized -12.9%
KLAC KLA-Tencor Corp 0.0%
Value ($000) $647 Shares 2,497 Est. Cost $45.60 Unrealized +383.5%
Wells Fargo & Company PFD 0.0%
Value ($000) $634 Shares 23,624 Est. Cost $26.38 Unrealized
SR Spire Inc 0.0%
Value ($000) $632 Shares 9,874 Est. Cost $71.32 Unrealized
SUSB iShares ESG Aware 1-5 Year USD 0.0%
Value ($000) $630 Shares 24,071 Est. Cost $24.75 Unrealized
PPG PPG Industies Inc 0.0%
Value ($000) $621 Shares 4,308 Est. Cost $86.92 Unrealized +44.9%
BIL SPDR Blmbg Barclays 1-3 Mth 0.0%
Value ($000) $613 Shares 6,697 Est. Cost $91.53 Unrealized
BOH Bank Hawaii Corp 0.0%
Value ($000) $601 Shares 7,843 Est. Cost $55.00 Unrealized 0.0%
ORI Old Republic International 0.0%
Value ($000) $595 Shares 30,184 Est. Cost $8.06 Unrealized +38.7%
MHK Mohawk Inds Inc 0.0%
Value ($000) $594 Shares 4,215 Est. Cost $127.58 Unrealized -5.5%
PM Philip Morris International 0.0%
Value ($000) $588 Shares 7,106 Est. Cost $49.85 Unrealized +21.1%
ARKW ARK Next Generation internet 0.0%
Value ($000) $585 Shares 4,000 Est. Cost $146.25 Unrealized
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $584 Shares 1,700 Est. Cost $260.12 Unrealized
Jacobs Engineering Group Inc 0.0%
Value ($000) $584 Shares 5,364 Est. Cost $86.69 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $571 Shares 4,449 Est. Cost $58.86 Unrealized
SCHO Schwab Short-Term US ETF 0.0%
Value ($000) $570 Shares 11,094 Est. Cost $51.38 Unrealized
YUM Yum Brands Inc 0.0%
Value ($000) $558 Shares 5,138 Est. Cost $60.21 Unrealized +54.1%
KIM Kimco Realty Corp 0.0%
Value ($000) $552 Shares 36,813 Est. Cost $11.42 Unrealized -7.2%
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $527 Shares 2,951 Est. Cost $122.26 Unrealized +22.7%
First Trust MLP and Energy I 0.0%
Value ($000) $520 Shares 89,515 Est. Cost $14.61 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $503 Shares 12,271 Est. Cost $19.50 Unrealized +36.9%
IAC/InterActiveCorp. 0.0%
Value ($000) $493 Shares 2,605 Est. Cost $189.25 Unrealized
XLE Energy Select Sector SPDR Fund 0.0%
Value ($000) $471 Shares 12,420 Est. Cost $37.92 Unrealized
MUSA Murphy USA Inc 0.0%
Value ($000) $469 Shares 3,582 Est. Cost $58.12 Unrealized +115.0%
AMAT Applied Materials Inc 0.0%
Value ($000) $458 Shares 5,308 Est. Cost $18.29 Unrealized +286.4%
QQQ Invesco QQQ Trust 0.0%
Value ($000) $457 Shares 1,456 Est. Cost $167.86 Unrealized
BIV Vanguard Intermediate Term 0.0%
Value ($000) $453 Shares 4,879 Est. Cost $92.85 Unrealized
XEL Xcel Energy Inc 0.0%
Value ($000) $444 Shares 6,660 Est. Cost $44.62 Unrealized +32.5%
PEG Public Service Enterprise 0.0%
Value ($000) $442 Shares 7,578 Est. Cost $29.30 Unrealized +67.0%
QCRH Qcr Holdings Inc 0.0%
Value ($000) $440 Shares 11,116 Est. Cost $32.91 Unrealized +3.7%
DRI Darden Restaurants Inc 0.0%
Value ($000) $435 Shares 3,655 Est. Cost $91.43 Unrealized 0.0%
HPQ HP Inc 0.0%
Value ($000) $427 Shares 17,363 Est. Cost $17.38 Unrealized +1.3%
PAA Plains All Amern Pipeline LP 0.0%
Value ($000) $427 Shares 51,763 Est. Cost $22.04 Unrealized
HIG Hartford Financial Services 0.0%
Value ($000) $410 Shares 8,361 Est. Cost $24.35 Unrealized +59.1%
CARR Carrier Global Corp 0.0%
Value ($000) $404 Shares 10,718 Est. Cost $17.13 Unrealized +97.4%
PRU Prudential Financial Inc 0.0%
Value ($000) $399 Shares 5,110 Est. Cost $55.44 Unrealized +1.6%
HAS Hasbro Inc 0.0%
Value ($000) $394 Shares 4,215 Est. Cost $72.61 Unrealized 0.0%
PFG Principal Financial Group Inc 0.0%
Value ($000) $391 Shares 7,880 Est. Cost $36.08 Unrealized +5.2%
AMP Ameriprise Financial Inc 0.0%
Value ($000) $390 Shares 2,009 Est. Cost $104.62 Unrealized +58.1%
PPC Pilgrim's Pride Corporation 0.0%
Value ($000) $389 Shares 19,825 Est. Cost $20.46 Unrealized -11.5%
WEC WEC Energy Group INC 0.0%
Value ($000) $386 Shares 4,185 Est. Cost $48.90 Unrealized +67.8%
A Agilent Technologies Inc 0.0%
Value ($000) $383 Shares 3,227 Est. Cost $64.29 Unrealized +66.3%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $371 Shares 5,501 Est. Cost $47.48 Unrealized +26.5%
Kansas City Southern $1.00 PFD 0.0%
Value ($000) $369 Shares 10,549 Est. Cost $26.46 Unrealized
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $368 Shares 265 Est. Cost $7.86 Unrealized +233.6%
NOW ServiceNow Inc 0.0%
Value ($000) $358 Shares 650 Est. Cost $73.39 Unrealized +41.7%
AZTA Brooks Automation Inc 0.0%
Value ($000) $354 Shares 5,211 Est. Cost $37.91 Unrealized +63.6%
CPRT Copart Inc 0.0%
Value ($000) $347 Shares 2,726 Est. Cost $20.67 Unrealized +40.9%
Magellan Midstream Partners LP 0.0%
Value ($000) $340 Shares 8,000 Est. Cost $60.88 Unrealized
TMUS T-Mobile US 0.0%
Value ($000) $336 Shares 2,492 Est. Cost $119.35 Unrealized 0.0%
ZTS Zoetis Inc 0.0%
Value ($000) $317 Shares 1,918 Est. Cost $88.79 Unrealized +75.1%
PPL PPL Corp 0.0%
Value ($000) $306 Shares 10,849 Est. Cost $20.45 Unrealized +13.2%
BNDX Vanguard Total International 0.0%
Value ($000) $287 Shares 4,910 Est. Cost $55.19 Unrealized
ARKK ARK Innovation ETF 0.0%
Value ($000) $285 Shares 2,290 Est. Cost $124.45 Unrealized
Nic Inc 0.0%
Value ($000) $281 Shares 10,863 Est. Cost $16.79 Unrealized
WTRG Essential Utilities Inc 0.0%
Value ($000) $272 Shares 5,743 Est. Cost $47.18 Unrealized -5.9%
EBAY Ebay Inc 0.0%
Value ($000) $271 Shares 5,409 Est. Cost $24.29 Unrealized +92.2%
NET CloudFlare Inc 0.0%
Value ($000) $270 Shares 3,555 Est. Cost $65.56 Unrealized 0.0%
Discover Financial Services 0.0%
Value ($000) $264 Shares 2,912 Est. Cost $90.66 Unrealized
CTSH Cognizant Technology Solutio 0.0%
Value ($000) $262 Shares 3,197 Est. Cost $39.24 Unrealized +79.2%
Wells Fargo & Company $1.425 0.0%
Value ($000) $260 Shares 10,156 Est. Cost $25.09 Unrealized
SCHW Schwab Charles Corp 0.0%
Value ($000) $260 Shares 4,899 Est. Cost $42.34 Unrealized 0.0%
BFAM Bright Horizons Family 0.0%
Value ($000) $259 Shares 1,500 Est. Cost $163.69 Unrealized 0.0%
TTD The Trade Desk Inc 0.0%
Value ($000) $258 Shares 322 Est. Cost $75.51 Unrealized 0.0%
CFFN Capitol Federal Financial 0.0%
Value ($000) $256 Shares 20,416 Est. Cost $5.87 Unrealized +41.2%
NOC Northrop Grumman Corp 0.0%
Value ($000) $253 Shares 830 Est. Cost $270.47 Unrealized +3.9%
BBY Best Buy Inc 0.0%
Value ($000) $247 Shares 2,475 Est. Cost $89.94 Unrealized 0.0%
EXC Exelon Corp 0.0%
Value ($000) $238 Shares 5,633 Est. Cost $23.11 Unrealized +6.5%
FIZZ National Beverage Corp 0.0%
Value ($000) $229 Shares 2,700 Est. Cost $22.28 Unrealized +62.6%
PDBC Invesco Opt Yld Diversified 0.0%
Value ($000) $229 Shares 15,000 Est. Cost $15.27 Unrealized
MATX Matson Inc 0.0%
Value ($000) $225 Shares 3,941 Est. Cost $50.80 Unrealized 0.0%
FIS Fidelity National Information 0.0%
Value ($000) $225 Shares 1,590 Est. Cost $123.12 Unrealized +3.5%
SPG Simon Property Group Inc 0.0%
Value ($000) $224 Shares 2,624 Est. Cost $57.65 Unrealized 0.0%
SCHB Schwab US Broad Market ETF 0.0%
Value ($000) $223 Shares 2,450 Est. Cost $91.02 Unrealized
SJM JM Smucker Co 0.0%
Value ($000) $217 Shares 1,877 Est. Cost $80.41 Unrealized +22.1%
SEE Sealed Air Corp New 0.0%
Value ($000) $217 Shares 4,735 Est. Cost $39.33 Unrealized 0.0%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $216 Shares 12,427 Est. Cost $57.40 Unrealized -77.5%
XLRE Select Sector SPDR Trust 0.0%
Value ($000) $213 Shares 5,821 Est. Cost $36.59 Unrealized
XLC Comm Serv Select Sector SPDR 0.0%
Value ($000) $212 Shares 3,139 Est. Cost $67.54 Unrealized
ZM Zoom Video Communications 0.0%
Value ($000) $210 Shares 621 Est. Cost $445.83 Unrealized 0.0%
NUMG NuShares ESG Mid-Cap Growth 0.0%
Value ($000) $209 Shares 4,225 Est. Cost $49.47 Unrealized
PKG Packaging Corp Amer 0.0%
Value ($000) $208 Shares 1,510 Est. Cost $107.80 Unrealized 0.0%
DGX Quest Diagnostics Inc 0.0%
Value ($000) $208 Shares 1,749 Est. Cost $110.49 Unrealized 0.0%
CTVA Corteva Inc 0.0%
Value ($000) $207 Shares 5,345 Est. Cost $33.76 Unrealized 0.0%
SAM Boston Beer Inc 0.0%
Value ($000) $204 Shares 205 Est. Cost $959.73 Unrealized 0.0%
Marathon Oil Corp 0.0%
Value ($000) $204 Shares 30,559 Est. Cost $34.33 Unrealized
XHB SPDR S&P Homebuilders ETF 0.0%
Value ($000) $202 Shares 3,500 Est. Cost $57.71 Unrealized
IDA IDACORP Inc 0.0%
Value ($000) $200 Shares 2,085 Est. Cost $91.04 Unrealized 0.0%
MUR Murphy Oil Corp 0.0%
Value ($000) $153 Shares 12,657 Est. Cost $35.06 Unrealized -76.2%
Aerie Pharmaceuticals Inc 0.0%
Value ($000) $135 Shares 10,000 Est. Cost $29.59 Unrealized
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $129 Shares 10,885 Est. Cost $6.91 Unrealized +30.1%
F Ford Mtr Co Del 0.0%
Value ($000) $125 Shares 14,251 Est. Cost $7.49 Unrealized -15.2%
Metactive Medical Inc Series A 0.0%
Value ($000) $104 Shares 104,129 Est. Cost $0.01 Unrealized
GEL Genesis Energy L P 0.0%
Value ($000) $87 Shares 14,000 Est. Cost $19.80 Unrealized
Blackrock International Growth 0.0%
Value ($000) $81 Shares 13,840 Est. Cost $5.85 Unrealized
Flow Forward Medical Inc PFD 0.0%
Value ($000) $79 Shares 79,129 Est. Cost $0.01 Unrealized
FS Energy and Power Fund 0.0%
Value ($000) $51 Shares 14,221 Est. Cost $3.59 Unrealized
Athersys Inc 0.0%
Value ($000) $18 Shares 10,000 Est. Cost $1.70 Unrealized
FPMI FluoroPharma Medical Inc. 0.0%
Value ($000) $1 Shares 696,550 Est. Cost $0.01 Unrealized -72.7%
OPVS NanoFlex Power Corp 0.0%
Value ($000) $1 Shares 16,000 Est. Cost $0.11 Unrealized -76.0%
Fleetwood Enterprises Inc 0.0%
Value ($000) $0 Shares 85,000 Est. Cost Unrealized
Strategic Mining Corp 0.0%
Value ($000) $0 Shares 13,200 Est. Cost Unrealized
Sierra Income Corporation 0.0%
Value ($000) $0 Shares 10,412 Est. Cost $6.05 Unrealized
Guardian 8 Holdings 0.0%
Value ($000) $0 Shares 21,155 Est. Cost $0.44 Unrealized
Midcountry Finl Corp 0.0%
Value ($000) $0 Shares 882,353 Est. Cost Unrealized
Alanco Technologies Inc 0.0%
Value ($000) $0 Shares 28,125 Est. Cost $0.04 Unrealized
Conforce International Inc 0.0%
Value ($000) $0 Shares 100,000 Est. Cost Unrealized
Mirenco Inc 0.0%
Value ($000) $0 Shares 33,000 Est. Cost Unrealized