UMB Bank, n.a. Diversified Active

CIK: 0000933429 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 18, 2021

Total Value ($000): $4,445,827 (100.0% shares, 0.0% debt)

Holdings (383)

UMBF UMB Financial Corp 10.7%
Value ($000) $474,005 Shares 4,901,298 Est. Cost $52.54 Unrealized +73.6%
IVV iShares Core S&P 500 ETF 5.2%
Value ($000) $228,966 Shares 531,467 Est. Cost $229.72 Unrealized
AAPL Apple Inc 4.1%
Value ($000) $181,059 Shares 1,279,570 Est. Cost $89.99 Unrealized +59.9%
IJH iShares Core S&P Mid-Cap ETF 3.4%
Value ($000) $151,964 Shares 577,658 Est. Cost $150.40 Unrealized
MSFT Microsoft Corp 3.1%
Value ($000) $139,276 Shares 494,025 Est. Cost $40.06 Unrealized +600.8%
AMZN Amazon Com Inc 2.3%
Value ($000) $101,461 Shares 30,886 Est. Cost $53.89 Unrealized +220.1%
GOOGL Alphabet Inc Class A 2.1%
Value ($000) $95,236 Shares 35,622 Est. Cost $36.83 Unrealized +266.7%
IJR iShares Core S&P Small-Cap ETF 2.1%
Value ($000) $92,719 Shares 849,156 Est. Cost $88.39 Unrealized
IEFA iShares Core MSCI EAFE ETF 1.7%
Value ($000) $73,875 Shares 994,954 Est. Cost $60.18 Unrealized
JPM JP Morgan Chase & Co 1.6%
Value ($000) $71,945 Shares 439,520 Est. Cost $45.61 Unrealized +207.6%
COST Costco Wholesale Corp 1.3%
Value ($000) $59,994 Shares 133,514 Est. Cost $110.28 Unrealized +279.2%
HD Home Depot Inc 1.3%
Value ($000) $59,940 Shares 182,597 Est. Cost $78.44 Unrealized +275.5%
INTU Intuit 1.3%
Value ($000) $58,871 Shares 109,118 Est. Cost $104.27 Unrealized +403.0%
VEA Vanguard FTSE Developed 1.3%
Value ($000) $57,928 Shares 1,147,318 Est. Cost $40.42 Unrealized
UNH UnitedHealth Group Inc 1.3%
Value ($000) $56,778 Shares 145,309 Est. Cost $82.54 Unrealized +366.2%
TXN Texas Instruments Inc 1.3%
Value ($000) $55,927 Shares 290,970 Est. Cost $47.09 Unrealized +256.7%
MA Mastercard Inc - Class A 1.2%
Value ($000) $53,079 Shares 152,665 Est. Cost $90.60 Unrealized +291.5%
NEE NextEra Energy Inc 1.1%
Value ($000) $48,556 Shares 618,387 Est. Cost $53.14 Unrealized +35.2%
META Facebook Inc - A Shs 0.9%
Value ($000) $40,698 Shares 119,915 Est. Cost $105.85 Unrealized +237.9%
UNP Union Pacific Corp 0.9%
Value ($000) $40,666 Shares 207,467 Est. Cost $104.55 Unrealized +86.7%
BAC Bank of America Corporation 0.9%
Value ($000) $40,334 Shares 950,144 Est. Cost $24.79 Unrealized +45.6%
MS Morgan Stanley Co 0.9%
Value ($000) $39,682 Shares 407,788 Est. Cost $49.18 Unrealized +74.3%
IWR iShares Russell Midcap Index 0.9%
Value ($000) $39,357 Shares 503,151 Est. Cost $81.91 Unrealized
JNJ Johnson & Johnson 0.9%
Value ($000) $39,195 Shares 242,693 Est. Cost $75.96 Unrealized +97.8%
ABT Abbott Laboratories 0.9%
Value ($000) $38,932 Shares 329,572 Est. Cost $52.23 Unrealized +117.3%
CVX Chevron Corp 0.9%
Value ($000) $38,872 Shares 383,161 Est. Cost $75.71 Unrealized +10.0%
CRM Salesforce.com Inc 0.8%
Value ($000) $36,898 Shares 136,047 Est. Cost $141.06 Unrealized +77.9%
DIS Disney Walt Co 0.8%
Value ($000) $35,788 Shares 211,553 Est. Cost $78.06 Unrealized +123.1%
PG Procter & Gamble Co 0.8%
Value ($000) $34,688 Shares 248,123 Est. Cost $62.35 Unrealized +104.1%
CAT Caterpillar Inc Del 0.8%
Value ($000) $34,249 Shares 178,407 Est. Cost $137.36 Unrealized +39.8%
MCD McDonalds Corp 0.7%
Value ($000) $32,767 Shares 135,901 Est. Cost $132.56 Unrealized +62.8%
TGT Target Corp 0.7%
Value ($000) $32,663 Shares 142,775 Est. Cost $64.36 Unrealized +241.7%
DHR Danaher Corp Del 0.7%
Value ($000) $32,417 Shares 106,482 Est. Cost $85.50 Unrealized +212.0%
WMT Walmart Inc 0.7%
Value ($000) $31,537 Shares 226,269 Est. Cost $24.25 Unrealized +87.5%
Blackrock Inc 0.7%
Value ($000) $30,098 Shares 35,888 Est. Cost $362.23 Unrealized
DUK Duke Energy Hldg Corp 0.7%
Value ($000) $29,771 Shares 305,064 Est. Cost $52.59 Unrealized +65.9%
VFC V F Corp 0.7%
Value ($000) $28,992 Shares 432,786 Est. Cost $52.32 Unrealized +46.7%
VNQ Vanguard REIT VIPERs ETF 0.6%
Value ($000) $28,589 Shares 280,884 Est. Cost $84.00 Unrealized
IEMG iShares Core MSCI Emerging 0.6%
Value ($000) $27,758 Shares 449,448 Est. Cost $53.22 Unrealized
EW Edwards Lifesciences Corp 0.6%
Value ($000) $27,492 Shares 242,847 Est. Cost $80.97 Unrealized +41.0%
IWM iShares Russell 2000 Index 0.6%
Value ($000) $26,556 Shares 121,399 Est. Cost $129.13 Unrealized
PEP Pepsico Inc 0.6%
Value ($000) $26,524 Shares 176,347 Est. Cost $60.34 Unrealized +123.7%
UPS United Parcel Service Inc 0.6%
Value ($000) $25,484 Shares 139,945 Est. Cost $80.91 Unrealized +101.1%
TMO Thermo Fisher Scientific Inc 0.6%
Value ($000) $24,590 Shares 43,041 Est. Cost $137.95 Unrealized +293.1%
VZ Verizon Communications Inc 0.5%
Value ($000) $23,745 Shares 439,638 Est. Cost $30.27 Unrealized +39.8%
AVGO Broadcom Inc 0.5%
Value ($000) $23,192 Shares 47,826 Est. Cost $26.53 Unrealized +67.6%
IVW iShares S&P 500 Growth Index 0.5%
Value ($000) $22,711 Shares 307,282 Est. Cost $79.71 Unrealized
HON Honeywell International Inc 0.5%
Value ($000) $22,634 Shares 106,623 Est. Cost $123.65 Unrealized +57.4%
NVDA Nvidia Corp 0.5%
Value ($000) $22,013 Shares 106,261 Est. Cost $17.48 Unrealized +18.6%
EFA iShares MSCI EAFE 0.5%
Value ($000) $21,828 Shares 279,812 Est. Cost $62.97 Unrealized
T AT & T Inc 0.5%
Value ($000) $21,223 Shares 785,741 Est. Cost $13.38 Unrealized +20.2%
PFE Pfizer Inc 0.5%
Value ($000) $21,164 Shares 492,056 Est. Cost $22.54 Unrealized +58.2%
IWF iShares Russell 1000 Growth 0.5%
Value ($000) $20,970 Shares 76,522 Est. Cost $169.16 Unrealized
XOM ExxonMobil Corp 0.5%
Value ($000) $20,445 Shares 347,570 Est. Cost $50.39 Unrealized -3.9%
SCZ iShares MSCI EAFE Small Cap 0.5%
Value ($000) $20,240 Shares 272,013 Est. Cost $57.51 Unrealized
Duke Realty Corp 0.5%
Value ($000) $20,240 Shares 422,817 Est. Cost $34.63 Unrealized
NKE Nike Inc 0.5%
Value ($000) $20,129 Shares 138,600 Est. Cost $60.95 Unrealized +150.3%
O Realty Income Corp 0.4%
Value ($000) $19,898 Shares 306,787 Est. Cost $49.11 Unrealized +9.6%
IVE iShares Trust S&P 500/Barra 0.4%
Value ($000) $19,897 Shares 136,828 Est. Cost $97.71 Unrealized
IWS iShares Russell Midcap Value 0.4%
Value ($000) $19,895 Shares 175,680 Est. Cost $73.12 Unrealized
COP ConocoPhillips 0.4%
Value ($000) $19,471 Shares 287,322 Est. Cost $45.81 Unrealized +7.6%
IWP iShares Russell Midcap Growth 0.4%
Value ($000) $19,230 Shares 171,590 Est. Cost $97.84 Unrealized
IGSB iShares Short-Term Corporate 0.4%
Value ($000) $18,160 Shares 332,365 Est. Cost $65.99 Unrealized
IBM International Business 0.4%
Value ($000) $17,997 Shares 129,537 Est. Cost $112.86 Unrealized -0.7%
VWO Vanguard FTSE Emerging Markets 0.4%
Value ($000) $17,869 Shares 357,296 Est. Cost $43.43 Unrealized
BRK/B Berkshire Hathaway Inc - Cl B 0.4%
Value ($000) $17,865 Shares 65,454 Est. Cost $194.50 Unrealized +44.4%
ROK Rockwell Automation Inc 0.4%
Value ($000) $17,366 Shares 59,057 Est. Cost $201.31 Unrealized +41.4%
GS Goldman Sachs Group Inc 0.4%
Value ($000) $17,039 Shares 45,075 Est. Cost $187.23 Unrealized +86.9%
URI United Rentals Inc 0.4%
Value ($000) $16,120 Shares 45,934 Est. Cost $134.07 Unrealized +142.5%
ORLY O'Reilly Automotive Inc 0.4%
Value ($000) $15,775 Shares 25,815 Est. Cost $11.20 Unrealized +257.5%
JPST JPMorgan Ultra-Short Income 0.3%
Value ($000) $15,169 Shares 299,080 Est. Cost $49.83 Unrealized
IQDF FlexShares International 0.3%
Value ($000) $15,156 Shares 601,199 Est. Cost $25.28 Unrealized
PYPL Paypal Holdings Inc 0.3%
Value ($000) $15,091 Shares 57,996 Est. Cost $167.87 Unrealized +68.6%
TRV Travelers Companies Inc 0.3%
Value ($000) $15,056 Shares 99,051 Est. Cost $115.56 Unrealized +22.7%
SBUX Starbucks Corp 0.3%
Value ($000) $14,977 Shares 135,773 Est. Cost $57.06 Unrealized +85.3%
V Visa Inc 0.3%
Value ($000) $14,931 Shares 67,032 Est. Cost $131.45 Unrealized +72.7%
NUE Nucor Corp 0.3%
Value ($000) $14,526 Shares 147,483 Est. Cost $87.23 Unrealized +13.8%
MRK Merck & Co Inc 0.3%
Value ($000) $14,240 Shares 189,587 Est. Cost $49.77 Unrealized +32.9%
AWK American Water Works Co Inc 0.3%
Value ($000) $13,988 Shares 82,751 Est. Cost $109.67 Unrealized +45.8%
SDY SPDR S&P Dividend ETF 0.3%
Value ($000) $13,863 Shares 117,926 Est. Cost $109.03 Unrealized
IJT Ishares Tr S&P Smlcp 600/Barra 0.3%
Value ($000) $13,855 Shares 106,542 Est. Cost $127.74 Unrealized
C Citigroup Inc 0.3%
Value ($000) $13,326 Shares 189,882 Est. Cost $55.00 Unrealized +8.5%
BX Blackstone Inc 0.3%
Value ($000) $13,175 Shares 113,248 Est. Cost $97.25 Unrealized +3.2%
PAYX Paychex Inc 0.3%
Value ($000) $13,145 Shares 116,894 Est. Cost $36.59 Unrealized +171.4%
Walgreens Boots Alliance 0.3%
Value ($000) $12,740 Shares 270,781 Est. Cost $43.02 Unrealized
ADBE Adobe Inc 0.3%
Value ($000) $12,644 Shares 21,962 Est. Cost $290.61 Unrealized +116.6%
IWD iShares Russell 1000 Value 0.3%
Value ($000) $12,481 Shares 79,743 Est. Cost $118.78 Unrealized
LEG Leggett & Platt Inc 0.3%
Value ($000) $12,447 Shares 277,584 Est. Cost $39.31 Unrealized +22.5%
IWV iShares Russell 3000 Index 0.3%
Value ($000) $12,133 Shares 47,611 Est. Cost $151.15 Unrealized
ABBV Abbvie Inc 0.3%
Value ($000) $12,110 Shares 112,266 Est. Cost $76.19 Unrealized +27.6%
GOOG Alphabet Inc Class C 0.3%
Value ($000) $12,010 Shares 4,506 Est. Cost $41.23 Unrealized +231.9%
GVI iShares Barclays Inter 0.3%
Value ($000) $11,363 Shares 98,698 Est. Cost $110.96 Unrealized
BA Boeing Co 0.3%
Value ($000) $11,263 Shares 51,209 Est. Cost $183.82 Unrealized +21.3%
EMLP First Trust North American 0.2%
Value ($000) $11,048 Shares 466,742 Est. Cost $24.03 Unrealized
AMGN Amgen Inc 0.2%
Value ($000) $11,043 Shares 51,930 Est. Cost $109.65 Unrealized +82.6%
AMT American Tower Corp 0.2%
Value ($000) $10,978 Shares 41,362 Est. Cost $205.45 Unrealized +21.0%
CRWD CROWDSTRIKE HOLDINGS INC-A 0.2%
Value ($000) $10,887 Shares 44,296 Est. Cost $254.12 Unrealized +1.5%
Pioneer Natural Resources Co 0.2%
Value ($000) $10,779 Shares 64,736 Est. Cost $128.01 Unrealized
RTX Raytheon Technologies Corp 0.2%
Value ($000) $10,724 Shares 124,748 Est. Cost $54.61 Unrealized +41.7%
USB US Bancorp Del 0.2%
Value ($000) $10,636 Shares 178,921 Est. Cost $31.57 Unrealized +47.8%
LUV Southwest Airlines Co 0.2%
Value ($000) $10,556 Shares 205,257 Est. Cost $37.76 Unrealized +24.5%
IWB Ishares Russell 1000 Index 0.2%
Value ($000) $10,521 Shares 43,529 Est. Cost $157.91 Unrealized
Kansas City Southern 0.2%
Value ($000) $10,389 Shares 38,389 Est. Cost $113.52 Unrealized
MAR Marriott Intl Inc New 0.2%
Value ($000) $10,344 Shares 69,847 Est. Cost $127.77 Unrealized +5.4%
EMR Emerson Electric Co 0.2%
Value ($000) $10,210 Shares 108,380 Est. Cost $47.72 Unrealized +91.1%
XYZ Square Inc 0.2%
Value ($000) $10,081 Shares 42,032 Est. Cost $242.12 Unrealized +6.1%
TSLA Tesla Inc 0.2%
Value ($000) $9,949 Shares 12,829 Est. Cost $216.29 Unrealized +8.8%
Cerner Corp 0.2%
Value ($000) $9,879 Shares 140,081 Est. Cost $67.56 Unrealized
NFLX Netflix Com Inc 0.2%
Value ($000) $9,761 Shares 15,994 Est. Cost $47.86 Unrealized +15.0%
INTC Intel Corp 0.2%
Value ($000) $9,729 Shares 182,596 Est. Cost $32.54 Unrealized +53.1%
AMAT Applied Materials Inc 0.2%
Value ($000) $9,586 Shares 74,459 Est. Cost $100.81 Unrealized +29.6%
PWR Quanta Services Inc 0.2%
Value ($000) $9,358 Shares 82,223 Est. Cost $83.22 Unrealized +19.6%
CVS CVS Health Corporation 0.2%
Value ($000) $9,067 Shares 106,849 Est. Cost $54.06 Unrealized +34.1%
FDX Fedex Corp 0.2%
Value ($000) $8,931 Shares 40,728 Est. Cost $219.27 Unrealized +13.1%
VTV Vanguard Value - ETF 0.2%
Value ($000) $8,732 Shares 64,504 Est. Cost $127.33 Unrealized
FPE First Trust Preferred 0.2%
Value ($000) $8,683 Shares 422,742 Est. Cost $18.41 Unrealized
SPLV Invesco S&P 500 Low Volatility 0.2%
Value ($000) $8,478 Shares 139,361 Est. Cost $51.15 Unrealized
BMY Bristol Myers Squibb Co 0.2%
Value ($000) $8,180 Shares 138,252 Est. Cost $37.46 Unrealized +46.4%
BND Vanguard Total Bond Market ETF 0.2%
Value ($000) $8,144 Shares 95,307 Est. Cost $82.61 Unrealized
ORCL Oracle Corp 0.2%
Value ($000) $7,948 Shares 91,223 Est. Cost $36.53 Unrealized +128.1%
DE Deere & Company 0.2%
Value ($000) $7,832 Shares 23,373 Est. Cost $75.14 Unrealized +351.6%
DOCU DocuSign Inc. 0.2%
Value ($000) $7,815 Shares 30,358 Est. Cost $80.97 Unrealized +255.8%
IJS Ishares Tr S&P Smlcp 600/barra 0.2%
Value ($000) $7,712 Shares 76,607 Est. Cost $107.54 Unrealized
TROW Price T Rowe Group Inc 0.2%
Value ($000) $7,584 Shares 38,556 Est. Cost $64.35 Unrealized +170.3%
EL Lauder Estee Cos Inc 0.2%
Value ($000) $7,457 Shares 24,863 Est. Cost $247.77 Unrealized +23.2%
SVB Financial Group 0.2%
Value ($000) $7,313 Shares 11,306 Est. Cost $635.29 Unrealized
CSCO Cisco Systems Inc 0.2%
Value ($000) $7,223 Shares 132,701 Est. Cost $37.41 Unrealized +31.6%
George T Sanders CO 0.2%
Value ($000) $6,907 Shares 1,865 Est. Cost $3703.49 Unrealized
ZS Zscaler Inc. 0.2%
Value ($000) $6,702 Shares 25,558 Est. Cost $251.10 Unrealized 0.0%
CBSH Commerce Bancshares Inc 0.1%
Value ($000) $6,570 Shares 94,286 Est. Cost $30.29 Unrealized +76.8%
PENN Penn Natl Gaming Inc 0.1%
Value ($000) $6,406 Shares 88,405 Est. Cost $73.51 Unrealized 0.0%
CME CME Group Inc 0.1%
Value ($000) $6,383 Shares 33,009 Est. Cost $68.31 Unrealized +147.7%
VOE Vanguard Mid-Cap Value Index 0.1%
Value ($000) $6,376 Shares 45,671 Est. Cost $112.20 Unrealized
IGIB iShares Intermediate-Term Corp 0.1%
Value ($000) $6,246 Shares 103,986 Est. Cost $73.56 Unrealized
LLY Lilly Eli & Co 0.1%
Value ($000) $6,103 Shares 26,411 Est. Cost $89.65 Unrealized +164.0%
MMM 3M Corp 0.1%
Value ($000) $5,952 Shares 33,930 Est. Cost $78.54 Unrealized +74.9%
SO Southern Co 0.1%
Value ($000) $5,632 Shares 90,881 Est. Cost $36.58 Unrealized +49.5%
ECL Ecolab Inc 0.1%
Value ($000) $5,575 Shares 26,724 Est. Cost $136.40 Unrealized +52.9%
LOW Lowes Companies Inc 0.1%
Value ($000) $5,537 Shares 27,292 Est. Cost $83.54 Unrealized +119.7%
KO Coca Cola Co 0.1%
Value ($000) $5,232 Shares 99,717 Est. Cost $28.04 Unrealized +74.0%
QCOM Qualcomm Inc 0.1%
Value ($000) $4,683 Shares 36,301 Est. Cost $55.20 Unrealized +133.4%
TFC Truist Financial Corporation 0.1%
Value ($000) $4,588 Shares 78,227 Est. Cost $40.89 Unrealized +10.3%
CMCSA Comcast Corp New 0.1%
Value ($000) $4,444 Shares 79,458 Est. Cost $37.54 Unrealized +36.9%
FAST Fastenal Co 0.1%
Value ($000) $4,322 Shares 83,736 Est. Cost $13.99 Unrealized +74.5%
IDXX Idexx Labs Inc 0.1%
Value ($000) $4,284 Shares 6,889 Est. Cost $447.44 Unrealized +50.2%
TJX TJX Cos Inc 0.1%
Value ($000) $4,217 Shares 63,918 Est. Cost $36.15 Unrealized +81.0%
LQD iShares iBoxx $ Investment 0.1%
Value ($000) $4,165 Shares 31,312 Est. Cost $119.29 Unrealized
KMI Kinder Morgan Inc 0.1%
Value ($000) $4,142 Shares 247,568 Est. Cost $13.16 Unrealized +0.8%
WM Waste Mgmt Inc Del 0.1%
Value ($000) $4,139 Shares 27,717 Est. Cost $93.17 Unrealized +50.0%
IWN Ishares Tr Russell 2000 Value 0.1%
Value ($000) $3,952 Shares 24,668 Est. Cost $122.32 Unrealized
SHW Sherwin Williams CO 0.1%
Value ($000) $3,883 Shares 13,879 Est. Cost $216.92 Unrealized +29.7%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $3,873 Shares 18,747 Est. Cost $86.33 Unrealized +135.0%
NUDM NuShares ESG Int'l Developed 0.1%
Value ($000) $3,868 Shares 123,373 Est. Cost $25.46 Unrealized
D Dominion Energy Inc 0.1%
Value ($000) $3,827 Shares 52,421 Est. Cost $45.92 Unrealized +35.9%
VBR Vanguard Small-Cap Value 0.1%
Value ($000) $3,773 Shares 22,293 Est. Cost $133.09 Unrealized
GPC Genuine Parts Co 0.1%
Value ($000) $3,631 Shares 29,956 Est. Cost $83.94 Unrealized +31.6%
ADP Automatic Data Processing Inc 0.1%
Value ($000) $3,617 Shares 18,096 Est. Cost $80.01 Unrealized +134.6%
APD Air Products and Chemicals Inc 0.1%
Value ($000) $3,533 Shares 13,792 Est. Cost $75.08 Unrealized +228.9%
AEP American Electric Power Inc 0.1%
Value ($000) $3,477 Shares 42,833 Est. Cost $34.55 Unrealized +115.2%
NSC Norfolk Southern Corp 0.1%
Value ($000) $3,474 Shares 14,521 Est. Cost $65.52 Unrealized +256.3%
CTAS Cintas Corp 0.1%
Value ($000) $3,405 Shares 8,945 Est. Cost $14.53 Unrealized +546.7%
USMV iShares Edge MSCI Min Vol USA 0.1%
Value ($000) $3,347 Shares 45,537 Est. Cost $47.05 Unrealized
VOT Vanguard Mid-Cap Growth Index 0.1%
Value ($000) $3,344 Shares 14,150 Est. Cost $131.66 Unrealized
WFC Wells Fargo & Co 0.1%
Value ($000) $3,289 Shares 70,884 Est. Cost $35.60 Unrealized +16.8%
LMT Lockheed Martin Corp 0.1%
Value ($000) $3,217 Shares 9,321 Est. Cost $250.67 Unrealized +28.0%
MBB iShares Barclays MBS Bond Fund 0.1%
Value ($000) $3,106 Shares 28,716 Est. Cost $107.12 Unrealized
AGG iShares Core US Aggregate ETF 0.1%
Value ($000) $3,100 Shares 27,001 Est. Cost $109.09 Unrealized
AXP American Express Co 0.1%
Value ($000) $3,045 Shares 18,172 Est. Cost $65.25 Unrealized +142.5%
PCAR Paccar Inc 0.1%
Value ($000) $2,962 Shares 37,531 Est. Cost $25.39 Unrealized +83.1%
BSV Vanguard Short-Term Bond - ETF 0.1%
Value ($000) $2,795 Shares 34,114 Est. Cost $81.57 Unrealized
KMB Kimberly Clark Corp 0.1%
Value ($000) $2,772 Shares 20,932 Est. Cost $71.64 Unrealized +61.2%
CrossFirst Bankshares Inc 0.1%
Value ($000) $2,764 Shares 212,616 Est. Cost $13.79 Unrealized
IAU iShares Gold Trust 0.1%
Value ($000) $2,648 Shares 79,272 Est. Cost $33.70 Unrealized
EQBK Equity Bancshares Inc 0.1%
Value ($000) $2,642 Shares 79,152 Est. Cost $38.70 Unrealized -24.2%
PSX Phillips 66 0.1%
Value ($000) $2,622 Shares 37,442 Est. Cost $67.79 Unrealized -9.7%
ALL Allstate Corp 0.1%
Value ($000) $2,595 Shares 20,383 Est. Cost $39.71 Unrealized +198.9%
IJK iShares S&P MidCap 400/BARRA 0.1%
Value ($000) $2,553 Shares 32,233 Est. Cost $98.23 Unrealized
KTB Kontoor Brands Inc 0.1%
Value ($000) $2,509 Shares 50,243 Est. Cost $29.07 Unrealized +90.7%
VT Vanguard Total World Stock 0.1%
Value ($000) $2,483 Shares 24,390 Est. Cost $74.32 Unrealized
NULG NuShares ETF TR ESG LARGE CAP 0.1%
Value ($000) $2,470 Shares 37,749 Est. Cost $41.51 Unrealized
VTI Vanguard US Total Stock Mkt 0.1%
Value ($000) $2,416 Shares 10,881 Est. Cost $151.21 Unrealized
BDX Becton Dickinson & Co 0.1%
Value ($000) $2,413 Shares 9,819 Est. Cost $158.09 Unrealized +44.3%
IWO ishares Russell 2000 Growth 0.1%
Value ($000) $2,390 Shares 8,139 Est. Cost $157.52 Unrealized
Kellogg CO 0.1%
Value ($000) $2,362 Shares 36,944 Est. Cost $47.93 Unrealized +7.2%
NULV NuShares ESG Large-Cap Value 0.1%
Value ($000) $2,339 Shares 62,406 Est. Cost $31.09 Unrealized
LWLG Lightwave Logic inc 0.1%
Value ($000) $2,327 Shares 245,952 Est. Cost $3.66 Unrealized +161.2%
HIW Highwoods Properties Inc 0.1%
Value ($000) $2,272 Shares 51,808 Est. Cost $41.74 Unrealized
DLR Digital Realty Trust Inc 0.1%
Value ($000) $2,245 Shares 15,538 Est. Cost $44.29 Unrealized +203.1%
VTR Ventas Inc 0.0%
Value ($000) $2,160 Shares 39,133 Est. Cost $41.55 Unrealized +18.1%
LNT Alliant Energy Corp 0.0%
Value ($000) $2,143 Shares 38,284 Est. Cost $23.22 Unrealized +120.8%
CL Colgate Palmolive Co 0.0%
Value ($000) $2,124 Shares 28,110 Est. Cost $48.60 Unrealized +47.5%
DOW Dow Inc 0.0%
Value ($000) $2,119 Shares 36,813 Est. Cost $37.20 Unrealized +28.5%
AEE Ameren Corp 0.0%
Value ($000) $2,038 Shares 25,168 Est. Cost $56.57 Unrealized +32.3%
CLX Clorox Co Del 0.0%
Value ($000) $1,982 Shares 11,969 Est. Cost $102.23 Unrealized +46.1%
BKLN Invesco Senior Loan ETF 0.0%
Value ($000) $1,965 Shares 88,892 Est. Cost $22.88 Unrealized
MKC McCormick & Co Inc 0.0%
Value ($000) $1,955 Shares 24,126 Est. Cost $57.89 Unrealized +34.7%
SYK Stryker Corp 0.0%
Value ($000) $1,929 Shares 7,312 Est. Cost $156.56 Unrealized +63.0%
NTRS Northern Trust Corp 0.0%
Value ($000) $1,914 Shares 17,750 Est. Cost $46.38 Unrealized +113.3%
IJJ Ishares Tr S&P Midcap 0.0%
Value ($000) $1,845 Shares 17,909 Est. Cost $113.94 Unrealized
Pete Lien & Sons Inc. 0.0%
Value ($000) $1,824 Shares 72 Est. Cost $25333.33 Unrealized
DOV Dover Corp 0.0%
Value ($000) $1,790 Shares 11,516 Est. Cost $55.34 Unrealized +183.0%
GIS General Mills Inc 0.0%
Value ($000) $1,780 Shares 29,761 Est. Cost $35.34 Unrealized +44.2%
Wheels Up Experience Inc 0.0%
Value ($000) $1,757 Shares 266,600 Est. Cost $6.59 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $1,747 Shares 28,261 Est. Cost $33.75 Unrealized +53.5%
AJG Gallagher Arthur J & CO 0.0%
Value ($000) $1,733 Shares 11,657 Est. Cost $36.61 Unrealized +273.7%
PDBC Invesco Opt Yld Diversified 0.0%
Value ($000) $1,705 Shares 80,976 Est. Cost $18.08 Unrealized
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $1,700 Shares 1,710 Est. Cost $175.97 Unrealized +90.8%
WY Weyerhaeuser Co 0.0%
Value ($000) $1,699 Shares 47,775 Est. Cost $21.29 Unrealized +36.0%
EVRG Evergy Inc. 0.0%
Value ($000) $1,689 Shares 27,142 Est. Cost $40.97 Unrealized +33.9%
PNC PNC Finl Svcs Group Inc 0.0%
Value ($000) $1,629 Shares 8,323 Est. Cost $119.91 Unrealized +34.1%
JKHY Jack Henry & Assoc Inc 0.0%
Value ($000) $1,603 Shares 9,773 Est. Cost $47.71 Unrealized +241.1%
MDLZ Mondelez International Inc 0.0%
Value ($000) $1,579 Shares 27,140 Est. Cost $33.31 Unrealized +66.4%
VO Vanquard Mid Cap ETF 0.0%
Value ($000) $1,576 Shares 6,656 Est. Cost $178.45 Unrealized
BAX Baxter International Inc 0.0%
Value ($000) $1,572 Shares 19,551 Est. Cost $37.58 Unrealized +90.4%
EA Electronic Arts Inc 0.0%
Value ($000) $1,566 Shares 11,010 Est. Cost $125.41 Unrealized +9.3%
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $1,450 Shares 3,677 Est. Cost $336.28 Unrealized
STZ Constellation Brands Inc 0.0%
Value ($000) $1,405 Shares 6,666 Est. Cost $173.75 Unrealized +16.7%
SCHW Schwab Charles Corp 0.0%
Value ($000) $1,355 Shares 18,605 Est. Cost $60.41 Unrealized +11.6%
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $1,335 Shares 7,319 Est. Cost $115.74 Unrealized
NUBD NuShares ESG US AGG Bond 0.0%
Value ($000) $1,308 Shares 50,550 Est. Cost $24.99 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $1,278 Shares 8,731 Est. Cost $106.20 Unrealized +33.4%
BOKF BOK Financial Corp 0.0%
Value ($000) $1,254 Shares 14,000 Est. Cost $60.19 Unrealized +27.1%
AFL AFLAC Inc 0.0%
Value ($000) $1,251 Shares 23,996 Est. Cost $30.13 Unrealized +64.1%
VLO Valero Energy Corp New 0.0%
Value ($000) $1,239 Shares 17,563 Est. Cost $49.44 Unrealized +16.4%
PM Philip Morris International 0.0%
Value ($000) $1,199 Shares 12,651 Est. Cost $64.37 Unrealized +25.9%
HSY The Hershey Company 0.0%
Value ($000) $1,194 Shares 7,053 Est. Cost $70.49 Unrealized +125.3%
HYG iShares iBoxx $ High Yield 0.0%
Value ($000) $1,176 Shares 13,447 Est. Cost $86.46 Unrealized
FIVE Five Below Inc 0.0%
Value ($000) $1,151 Shares 6,508 Est. Cost $104.43 Unrealized +90.6%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $1,106 Shares 2,309 Est. Cost $70.26 Unrealized 0.0%
CI Cigna Corporation 0.0%
Value ($000) $1,091 Shares 5,453 Est. Cost $190.77 Unrealized +5.3%
QQQ Invesco QQQ Trust 0.0%
Value ($000) $1,079 Shares 3,013 Est. Cost $265.11 Unrealized
DFAC Dimensional U.S. Core Equity 2 0.0%
Value ($000) $1,074 Shares 40,419 Est. Cost $26.99 Unrealized
NUSC NuShares ESG Small Cap 0.0%
Value ($000) $1,070 Shares 24,603 Est. Cost $33.75 Unrealized
Jacobs Engineering Group Inc 0.0%
Value ($000) $1,055 Shares 7,964 Est. Cost $101.22 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $1,045 Shares 14,427 Est. Cost $59.00 Unrealized +7.7%
CASY Casey's General Stores Inc 0.0%
Value ($000) $1,033 Shares 5,479 Est. Cost $144.65 Unrealized +32.0%
ED Consolidated Edison Inc 0.0%
Value ($000) $1,029 Shares 14,162 Est. Cost $59.80 Unrealized +7.1%
GILD Gilead Sciences Inc 0.0%
Value ($000) $1,023 Shares 14,642 Est. Cost $54.43 Unrealized +9.1%
PPG PPG Industies Inc 0.0%
Value ($000) $1,007 Shares 7,040 Est. Cost $113.90 Unrealized +28.8%
MPLX MPLX LP 0.0%
Value ($000) $1,006 Shares 35,324 Est. Cost $30.74 Unrealized
ASB Associated Banc Corp 0.0%
Value ($000) $992 Shares 46,312 Est. Cost $17.05 Unrealized 0.0%
SPY SPDR S&P 500 ETF Trust 0.0%
Value ($000) $944 Shares 2,200 Est. Cost $252.19 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $931 Shares 7,355 Est. Cost $39.08 Unrealized +46.5%
SLQT Selectquote Inc 0.0%
Value ($000) $929 Shares 71,872 Est. Cost $24.95 Unrealized -39.6%
ADM Archer Daniels Midland Co 0.0%
Value ($000) $922 Shares 15,361 Est. Cost $29.49 Unrealized +79.6%
XLE Energy Select Sector SPDR Fund 0.0%
Value ($000) $903 Shares 17,333 Est. Cost $41.84 Unrealized
Bank of America Corp PFD 0.0%
Value ($000) $900 Shares 33,402 Est. Cost $26.19 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $898 Shares 8,271 Est. Cost $100.34 Unrealized +11.4%
Goldman Sachs GP Div 5.5 PFD 0.0%
Value ($000) $894 Shares 32,971 Est. Cost $26.37 Unrealized
MTCH Match Group Inc. 0.0%
Value ($000) $875 Shares 5,576 Est. Cost $129.23 Unrealized +15.1%
Morgan Stanley PFD 0.0%
Value ($000) $874 Shares 32,361 Est. Cost $23.58 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $871 Shares 5,884 Est. Cost $82.67 Unrealized
SHY iShares Barclays 1-3 Year 0.0%
Value ($000) $826 Shares 9,591 Est. Cost $85.57 Unrealized
WELL Welltower Inc 0.0%
Value ($000) $821 Shares 9,965 Est. Cost $59.09 Unrealized +30.0%
FHB First Hawaiian Inc 0.0%
Value ($000) $821 Shares 27,952 Est. Cost $15.87 Unrealized +43.2%
ACWX iShares MSCI ACWI Ex US ETF 0.0%
Value ($000) $814 Shares 14,684 Est. Cost $45.42 Unrealized
EBAY Ebay Inc 0.0%
Value ($000) $789 Shares 11,328 Est. Cost $39.80 Unrealized +66.2%
NUEM NuShares ESG Int'l Emerging 0.0%
Value ($000) $783 Shares 23,106 Est. Cost $27.28 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $774 Shares 9,854 Est. Cost $43.42 Unrealized +56.1%
VSS Vanguard FTSE All World Ex-US 0.0%
Value ($000) $760 Shares 5,686 Est. Cost $102.39 Unrealized
GE General Electric Co 0.0%
Value ($000) $757 Shares 7,356 Est. Cost $62.95 Unrealized 0.0%
MHK Mohawk Inds Inc 0.0%
Value ($000) $749 Shares 4,226 Est. Cost $127.58 Unrealized +51.9%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $742 Shares 1,832 Est. Cost $368.91 Unrealized +8.6%
MO Altria Group Inc 0.0%
Value ($000) $736 Shares 16,156 Est. Cost $24.22 Unrealized +40.3%
SCHO Schwab Short-Term US ETF 0.0%
Value ($000) $715 Shares 13,959 Est. Cost $51.34 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $708 Shares 3,616 Est. Cost $75.35 Unrealized +137.0%
ORI Old Republic International 0.0%
Value ($000) $699 Shares 30,238 Est. Cost $8.06 Unrealized +114.6%
YUM Yum Brands Inc 0.0%
Value ($000) $692 Shares 5,658 Est. Cost $65.75 Unrealized +77.6%
CMI Cummins Inc 0.0%
Value ($000) $689 Shares 3,067 Est. Cost $115.86 Unrealized +81.6%
SUSB iShares ESG Aware 1-5 Year USD 0.0%
Value ($000) $686 Shares 26,395 Est. Cost $24.86 Unrealized
PGR Progressive Corp Ohio 0.0%
Value ($000) $677 Shares 7,485 Est. Cost $46.44 Unrealized +83.8%
First Trust MLP and Energy I 0.0%
Value ($000) $652 Shares 90,603 Est. Cost $12.74 Unrealized
BOH Bank Hawaii Corp 0.0%
Value ($000) $645 Shares 7,843 Est. Cost $55.00 Unrealized +23.9%
FTNT Fortinet Inc 0.0%
Value ($000) $633 Shares 2,166 Est. Cost $57.90 Unrealized 0.0%
CSX CSX Corp 0.0%
Value ($000) $632 Shares 21,252 Est. Cost $26.05 Unrealized +15.7%
DRI Darden Restaurants Inc 0.0%
Value ($000) $625 Shares 4,128 Est. Cost $94.88 Unrealized +34.4%
BIL SPDR Blmbg Barclays 1-3 Mth 0.0%
Value ($000) $617 Shares 6,745 Est. Cost $91.53 Unrealized
KIM Kimco Realty Corp 0.0%
Value ($000) $617 Shares 29,755 Est. Cost $11.42 Unrealized +53.9%
ADSK Autodesk Inc 0.0%
Value ($000) $609 Shares 2,136 Est. Cost $168.13 Unrealized +82.1%
PAA Plains All Amern Pipeline LP 0.0%
Value ($000) $605 Shares 59,462 Est. Cost $20.44 Unrealized
IP International Paper 0.0%
Value ($000) $604 Shares 10,787 Est. Cost $32.78 Unrealized +40.0%
WMB Williams Companies Inc 0.0%
Value ($000) $603 Shares 23,235 Est. Cost $18.39 Unrealized +10.9%
EPD Enterprise Products Partners 0.0%
Value ($000) $586 Shares 27,097 Est. Cost $29.24 Unrealized
BF/B Brown Forman Corporation 0.0%
Value ($000) $586 Shares 8,739 Est. Cost $48.09 Unrealized +34.4%
PPC Pilgrim's Pride Corporation 0.0%
Value ($000) $574 Shares 19,725 Est. Cost $20.46 Unrealized +22.5%
WSO/B Watsco Inc 0.0%
Value ($000) $571 Shares 2,124 Est. Cost $169.06 Unrealized +66.9%
WSO Watsco Inc 0.0%
Value ($000) $566 Shares 2,139 Est. Cost $168.85 Unrealized +66.1%
HIG Hartford Financial Services 0.0%
Value ($000) $558 Shares 7,952 Est. Cost $27.34 Unrealized +121.1%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $554 Shares 8,147 Est. Cost $27.32 Unrealized +3.8%
AZTA Brooks Automation Inc 0.0%
Value ($000) $533 Shares 5,211 Est. Cost $37.91 Unrealized +136.0%
PRU Prudential Financial Inc 0.0%
Value ($000) $525 Shares 4,994 Est. Cost $55.44 Unrealized +50.5%
PEG Public Service Enterprise 0.0%
Value ($000) $521 Shares 8,548 Est. Cost $32.65 Unrealized +65.0%
Wells Fargo & Company PFD 0.0%
Value ($000) $518 Shares 18,951 Est. Cost $26.38 Unrealized
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $511 Shares 2,916 Est. Cost $122.26 Unrealized +36.4%
A Agilent Technologies Inc 0.0%
Value ($000) $509 Shares 3,227 Est. Cost $64.29 Unrealized +144.3%
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $502 Shares 276 Est. Cost $8.86 Unrealized +310.8%
CARR Carrier Global Corp 0.0%
Value ($000) $500 Shares 9,649 Est. Cost $17.13 Unrealized +196.0%
PFG Principal Financial Group Inc 0.0%
Value ($000) $495 Shares 7,692 Est. Cost $36.81 Unrealized +48.9%
AMP Ameriprise Financial Inc 0.0%
Value ($000) $483 Shares 1,828 Est. Cost $104.62 Unrealized +134.3%
KLAC KLA-Tencor Corp 0.0%
Value ($000) $470 Shares 1,407 Est. Cost $45.60 Unrealized +599.0%
HPQ HP Inc 0.0%
Value ($000) $465 Shares 16,981 Est. Cost $17.91 Unrealized +37.4%
SPGI S&P Global Inc. 0.0%
Value ($000) $442 Shares 1,041 Est. Cost $319.59 Unrealized +30.7%
BIV Vanguard Intermediate Term 0.0%
Value ($000) $436 Shares 4,879 Est. Cost $92.85 Unrealized
NET CloudFlare Inc 0.0%
Value ($000) $423 Shares 3,755 Est. Cost $66.18 Unrealized +80.5%
XEL Xcel Energy Inc 0.0%
Value ($000) $401 Shares 6,410 Est. Cost $44.62 Unrealized +31.2%
Magellan Midstream Partners LP 0.0%
Value ($000) $399 Shares 8,735 Est. Cost $59.61 Unrealized
OTIS Otis Worldwide Corp 0.0%
Value ($000) $386 Shares 4,699 Est. Cost $47.48 Unrealized +73.1%
FireEye Inc 0.0%
Value ($000) $379 Shares 21,270 Est. Cost $17.82 Unrealized
OGN Organon & Co. 0.0%
Value ($000) $379 Shares 11,563 Est. Cost $26.93 Unrealized -2.4%
SR Spire Inc 0.0%
Value ($000) $376 Shares 6,153 Est. Cost $71.32 Unrealized
HAS Hasbro Inc 0.0%
Value ($000) $376 Shares 4,210 Est. Cost $72.61 Unrealized +11.6%
ZTS Zoetis Inc 0.0%
Value ($000) $376 Shares 1,938 Est. Cost $99.86 Unrealized +94.0%
Discover Financial Services 0.0%
Value ($000) $369 Shares 3,002 Est. Cost $90.80 Unrealized
PKG Packaging Corp Amer 0.0%
Value ($000) $357 Shares 2,595 Est. Cost $114.24 Unrealized +9.2%
CPRT Copart Inc 0.0%
Value ($000) $353 Shares 2,545 Est. Cost $20.67 Unrealized +72.8%
DAL Delta Air Lines Inc 0.0%
Value ($000) $349 Shares 8,190 Est. Cost $43.04 Unrealized -7.7%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $346 Shares 572 Est. Cost $521.26 Unrealized +18.4%
PPL PPL Corp 0.0%
Value ($000) $332 Shares 11,882 Est. Cost $20.83 Unrealized +18.1%
IAC IAC/InterActiveCorp. 0.0%
Value ($000) $330 Shares 2,530 Est. Cost $129.53 Unrealized -14.9%
NUMV NuShares ESG Mid-Cap Value 0.0%
Value ($000) $325 Shares 8,974 Est. Cost $34.89 Unrealized
TMUS T-Mobile US 0.0%
Value ($000) $324 Shares 2,534 Est. Cost $119.39 Unrealized +12.7%
MATX Matson Inc 0.0%
Value ($000) $318 Shares 3,941 Est. Cost $50.80 Unrealized +37.0%
MUR Murphy Oil Corp 0.0%
Value ($000) $313 Shares 12,513 Est. Cost $35.06 Unrealized -47.1%
Kansas City Southern $1.00 PFD 0.0%
Value ($000) $297 Shares 8,128 Est. Cost $26.46 Unrealized
SPG Simon Property Group Inc 0.0%
Value ($000) $289 Shares 2,224 Est. Cost $57.65 Unrealized +77.4%
NUMG NuShares ESG Mid-Cap Growth 0.0%
Value ($000) $288 Shares 5,282 Est. Cost $54.67 Unrealized
CTVA Corteva Inc 0.0%
Value ($000) $285 Shares 6,770 Est. Cost $35.73 Unrealized +15.4%
NOW ServiceNow Inc 0.0%
Value ($000) $281 Shares 452 Est. Cost $82.15 Unrealized +47.4%
BNDX Vanguard Total International 0.0%
Value ($000) $280 Shares 4,910 Est. Cost $55.19 Unrealized
Wells Fargo & Company PFD 0.0%
Value ($000) $272 Shares 10,663 Est. Cost $25.37 Unrealized
FTV Fortive Corp 0.0%
Value ($000) $268 Shares 3,799 Est. Cost $50.67 Unrealized +6.0%
DG Dollar General Corp 0.0%
Value ($000) $265 Shares 1,249 Est. Cost $125.63 Unrealized +67.5%
US Bancorp PFD Ser K 0.0%
Value ($000) $265 Shares 9,856 Est. Cost $28.00 Unrealized
LNC Lincoln National Corp 0.0%
Value ($000) $260 Shares 3,772 Est. Cost $43.54 Unrealized +18.7%
BBY Best Buy Inc 0.0%
Value ($000) $260 Shares 2,464 Est. Cost $89.94 Unrealized +2.3%
XLRE Select Sector SPDR Trust 0.0%
Value ($000) $254 Shares 5,723 Est. Cost $36.59 Unrealized
SCHB Schwab US Broad Market ETF 0.0%
Value ($000) $254 Shares 2,450 Est. Cost $91.02 Unrealized
DGX Quest Diagnostics Inc 0.0%
Value ($000) $254 Shares 1,749 Est. Cost $110.49 Unrealized +21.7%
WAT Waters Corp 0.0%
Value ($000) $253 Shares 708 Est. Cost $273.06 Unrealized +43.5%
EEM Ishares MSCI Emerging Markets 0.0%
Value ($000) $253 Shares 5,026 Est. Cost $50.34 Unrealized
Xilinx Inc 0.0%
Value ($000) $251 Shares 1,664 Est. Cost $150.84 Unrealized
JPMorgan Chase & Co $1.50 PFD 0.0%
Value ($000) $250 Shares 9,003 Est. Cost $28.85 Unrealized
COF Capital One Financial Corp 0.0%
Value ($000) $245 Shares 1,513 Est. Cost $138.58 Unrealized +8.8%
YUMC Yum China Holding Inc 0.0%
Value ($000) $235 Shares 4,039 Est. Cost $59.76 Unrealized +2.9%
SEE Sealed Air Corp New 0.0%
Value ($000) $235 Shares 4,279 Est. Cost $39.33 Unrealized +35.5%
XLY Consumer Discretionary Sel Sec 0.0%
Value ($000) $235 Shares 1,308 Est. Cost $178.90 Unrealized
DFUS Dimensional U.S. Equity ETF 0.0%
Value ($000) $233 Shares 4,939 Est. Cost $47.18 Unrealized
CTSH Cognizant Technology Solutio 0.0%
Value ($000) $232 Shares 3,124 Est. Cost $39.24 Unrealized +75.4%
XHB SPDR S&P Homebuilders ETF 0.0%
Value ($000) $231 Shares 3,225 Est. Cost $57.71 Unrealized
TTD The Trade Desk Inc 0.0%
Value ($000) $227 Shares 3,235 Est. Cost $65.06 Unrealized +18.8%
SYF Synchrony Financial 0.0%
Value ($000) $220 Shares 4,492 Est. Cost $41.04 Unrealized +7.1%
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $220 Shares 1,918 Est. Cost $106.46 Unrealized +5.2%
SCHX Schwab US Large-Cap ETF 0.0%
Value ($000) $218 Shares 2,100 Est. Cost $103.81 Unrealized
WEC WEC Energy Group INC 0.0%
Value ($000) $217 Shares 2,469 Est. Cost $48.90 Unrealized +65.4%
Activision Blizzard Inc 0.0%
Value ($000) $216 Shares 2,792 Est. Cost $58.41 Unrealized
AB AllianceBernstein Holding LP 0.0%
Value ($000) $213 Shares 4,300 Est. Cost $46.51 Unrealized
NI Nisource Inc 0.0%
Value ($000) $211 Shares 8,715 Est. Cost $19.14 Unrealized +12.6%
IDA IDACORP Inc 0.0%
Value ($000) $211 Shares 2,040 Est. Cost $104.50 Unrealized 0.0%
SJM JM Smucker Co 0.0%
Value ($000) $210 Shares 1,747 Est. Cost $80.41 Unrealized +36.5%
MU Micron Technology Inc 0.0%
Value ($000) $209 Shares 2,944 Est. Cost $82.36 Unrealized -11.0%
BFAM Bright Horizons Family 0.0%
Value ($000) $209 Shares 1,500 Est. Cost $163.69 Unrealized -10.3%
CFFN Capitol Federal Financial 0.0%
Value ($000) $208 Shares 18,133 Est. Cost $5.87 Unrealized +41.6%
LHX L3 Harris Technologies Inc 0.0%
Value ($000) $208 Shares 941 Est. Cost $207.74 Unrealized 0.0%
ADI Analog Devices Inc 0.0%
Value ($000) $203 Shares 1,213 Est. Cost $155.29 Unrealized 0.0%
XLC Comm Serv Select Sector SPDR 0.0%
Value ($000) $202 Shares 2,526 Est. Cost $81.16 Unrealized
KCLI Kansas City Life Insurance Co 0.0%
Value ($000) $202 Shares 4,845 Est. Cost $38.13 Unrealized +3.3%
F Ford Mtr Co Del 0.0%
Value ($000) $151 Shares 10,651 Est. Cost $7.49 Unrealized +37.7%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $150 Shares 10,527 Est. Cost $6.98 Unrealized +81.6%
GEL Genesis Energy L P 0.0%
Value ($000) $146 Shares 14,612 Est. Cost $19.39 Unrealized
Virtus Allianzgi CN & Inc 0.0%
Value ($000) $88 Shares 14,726 Est. Cost $5.98 Unrealized
Athersys Inc 0.0%
Value ($000) $13 Shares 10,000 Est. Cost $1.70 Unrealized
FS Energy and Power Fund 0.0%
Value ($000) $2 Shares 14,221 Est. Cost $3.59 Unrealized
FPMI FluoroPharma Medical Inc. 0.0%
Value ($000) $0 Shares 696,550 Est. Cost $0.01 Unrealized -38.6%
Fleetwood Enterprises Inc 0.0%
Value ($000) $0 Shares 85,000 Est. Cost Unrealized
Guardian 8 Holdings 0.0%
Value ($000) $0 Shares 21,155 Est. Cost $0.44 Unrealized
Strategic Mining Corp 0.0%
Value ($000) $0 Shares 13,200 Est. Cost Unrealized
Conforce International Inc 0.0%
Value ($000) $0 Shares 100,000 Est. Cost Unrealized
Sierra Income Corporation 0.0%
Value ($000) $0 Shares 10,412 Est. Cost $6.05 Unrealized
Index Store Fixture Co 0.0%
Value ($000) $0 Shares 10,425 Est. Cost 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
Mirenco Inc 0.0%
Value ($000) $0 Shares 33,000 Est. Cost Unrealized
OPVS NanoFlex Power Corp 0.0%
Value ($000) $0 Shares 16,000 Est. Cost $0.11 Unrealized -65.1%