CNB Bank Diversified Active

CIK: 0001732074 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 13, 2020

Total Value ($000): $92,830 (100.0% shares, 0.0% debt)

Holdings (380)

MSFT Microsoft Corporation 4.0%
Value ($000) $3,681 Shares 23,339 Est. Cost $105.44 Unrealized +48.3%
AAPL Apple Inc 3.4%
Value ($000) $3,110 Shares 12,234 Est. Cost $42.89 Unrealized +65.7%
CCNE CNB Financial Corporation 3.2%
Value ($000) $2,968 Shares 157,300 Est. Cost $22.12 Unrealized -0.7%
PFE Pfizer Inc 2.6%
Value ($000) $2,369 Shares 72,582 Est. Cost $24.68 Unrealized +4.6%
PG Procter & Gamble 2.3%
Value ($000) $2,106 Shares 19,145 Est. Cost $74.74 Unrealized +38.9%
UNP Union Pacific Corporation 2.2%
Value ($000) $2,061 Shares 14,610 Est. Cost $112.36 Unrealized +29.0%
AMZN Amazon.com Inc 2.0%
Value ($000) $1,819 Shares 933 Est. Cost $86.74 Unrealized +11.6%
JPM JPMorgan Chase & Co 1.8%
Value ($000) $1,694 Shares 18,816 Est. Cost $84.47 Unrealized +22.7%
INTC Intel Corporation 1.6%
Value ($000) $1,498 Shares 27,672 Est. Cost $39.06 Unrealized +34.0%
JNJ Johnson & Johnson 1.6%
Value ($000) $1,479 Shares 11,277 Est. Cost $111.43 Unrealized +7.8%
MCD McDonald's Corporation 1.6%
Value ($000) $1,473 Shares 8,903 Est. Cost $141.71 Unrealized +21.3%
ABBV AbbVie Inc 1.6%
Value ($000) $1,466 Shares 19,249 Est. Cost $63.71 Unrealized +5.5%
GOOG Alphabet Inc Class C 1.4%
Value ($000) $1,335 Shares 1,148 Est. Cost $53.42 Unrealized +26.1%
CVX Chevron Corporation 1.4%
Value ($000) $1,318 Shares 18,188 Est. Cost $88.82 Unrealized -14.4%
VZ Verizon Communications Inc 1.3%
Value ($000) $1,194 Shares 22,221 Est. Cost $35.18 Unrealized +16.6%
PEP Pepsico Inc 1.2%
Value ($000) $1,157 Shares 9,630 Est. Cost $98.90 Unrealized +14.0%
NVS Novartis A G Sponsored ADR 1.2%
Value ($000) $1,136 Shares 13,774 Est. Cost $86.11 Unrealized
PM Philip Morris International Inc 1.2%
Value ($000) $1,102 Shares 15,094 Est. Cost $62.60 Unrealized -3.0%
KO The Coca-Cola Company 1.2%
Value ($000) $1,069 Shares 24,156 Est. Cost $35.73 Unrealized +25.9%
XOM Exxon Mobil Corporation 1.1%
Value ($000) $990 Shares 26,065 Est. Cost $56.92 Unrealized -26.1%
AMGN Amgen Inc 1.1%
Value ($000) $982 Shares 4,843 Est. Cost $163.98 Unrealized +11.1%
HD The Home Depot Inc 1.0%
Value ($000) $962 Shares 5,153 Est. Cost $143.91 Unrealized +32.1%
CCI Crown Castle International Corp (REIT) 1.0%
Value ($000) $940 Shares 6,510 Est. Cost $104.71 Unrealized +9.7%
MRK Merck & Co. Inc 1.0%
Value ($000) $936 Shares 12,165 Est. Cost $54.08 Unrealized +20.4%
T AT&T Inc 1.0%
Value ($000) $920 Shares 31,573 Est. Cost $16.35 Unrealized +11.1%
DLR Digital Realty Trust Inc 1.0%
Value ($000) $912 Shares 6,566 Est. Cost $99.12 Unrealized +4.6%
QCOM QUALCOMM Incorporated 1.0%
Value ($000) $910 Shares 13,452 Est. Cost $57.56 Unrealized +25.0%
ABT Abbott Laboratories 0.9%
Value ($000) $879 Shares 11,145 Est. Cost $53.69 Unrealized +40.3%
V Visa Inc 0.9%
Value ($000) $871 Shares 5,407 Est. Cost $157.54 Unrealized +14.7%
BMY Bristol-Myers Squibb Company 0.9%
Value ($000) $822 Shares 14,753 Est. Cost $45.68 Unrealized +6.3%
IVV iShares Core S&P 500 ETF 0.9%
Value ($000) $798 Shares 3,090 Est. Cost $298.41 Unrealized
DUK Duke Energy Corporation 0.9%
Value ($000) $791 Shares 9,777 Est. Cost $63.70 Unrealized +14.1%
VTI Vanguard Total Stock Market Index Fund ETF Shares 0.8%
Value ($000) $776 Shares 6,024 Est. Cost $138.17 Unrealized
META Facebook Inc 0.8%
Value ($000) $771 Shares 4,623 Est. Cost $174.44 Unrealized +11.5%
IWV iShares Russell 3000 Index Fund ETF 0.8%
Value ($000) $769 Shares 5,188 Est. Cost $168.72 Unrealized
DIS The Walt Disney Company 0.8%
Value ($000) $769 Shares 7,960 Est. Cost $103.24 Unrealized +19.6%
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 0.8%
Value ($000) $758 Shares 16,312 Est. Cost $68.05 Unrealized
CSCO Cisco Systems Inc 0.8%
Value ($000) $745 Shares 18,940 Est. Cost $35.92 Unrealized +2.1%
CLX The Clorox Company 0.8%
Value ($000) $710 Shares 4,100 Est. Cost $108.28 Unrealized +28.1%
AMT American Tower Corporation 0.8%
Value ($000) $702 Shares 3,225 Est. Cost $121.52 Unrealized +62.3%
MA Mastercard Inc. 0.8%
Value ($000) $700 Shares 2,896 Est. Cost $198.05 Unrealized +45.3%
MMM 3M Company 0.7%
Value ($000) $692 Shares 5,069 Est. Cost $122.37 Unrealized -13.4%
ICE Intercontinental Exchange 0.7%
Value ($000) $691 Shares 8,559 Est. Cost $64.93 Unrealized +29.3%
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund 0.7%
Value ($000) $663 Shares 29,394 Est. Cost $33.11 Unrealized
LMT Lockheed Martin Corp. 0.7%
Value ($000) $617 Shares 1,821 Est. Cost $317.09 Unrealized +5.6%
TGT Target Corporation 0.7%
Value ($000) $615 Shares 6,620 Est. Cost $84.31 Unrealized +12.7%
NSC Norfolk Southern Corporation 0.6%
Value ($000) $592 Shares 4,057 Est. Cost $116.77 Unrealized +40.1%
TFC Truist Financial Corporation 0.6%
Value ($000) $573 Shares 18,567 Est. Cost $39.04 Unrealized -7.9%
SBUX Starbucks Corporation 0.6%
Value ($000) $563 Shares 8,573 Est. Cost $58.93 Unrealized +20.5%
SPY SPDR S&P 500 ETF 0.6%
Value ($000) $559 Shares 2,169 Est. Cost $271.18 Unrealized
COST Costco Wholesale Corporation 0.6%
Value ($000) $518 Shares 1,817 Est. Cost $166.98 Unrealized +66.4%
ORCL Oracle Corporation 0.6%
Value ($000) $516 Shares 10,679 Est. Cost $43.82 Unrealized +8.4%
SWK Stanley Black & Decker INC And CORP COMMON 0.5%
Value ($000) $507 Shares 5,066 Est. Cost $115.80 Unrealized +2.8%
CVS CVS Health Corporation 0.5%
Value ($000) $505 Shares 8,515 Est. Cost $53.98 Unrealized +2.5%
AMP Ameriprise Financial Inc 0.5%
Value ($000) $502 Shares 4,903 Est. Cost $131.20 Unrealized +2.1%
EL The Estee Lauder Companies Inc 0.5%
Value ($000) $495 Shares 3,110 Est. Cost $122.89 Unrealized +45.3%
BTI British American Tobacco PLC 0.5%
Value ($000) $494 Shares 14,454 Est. Cost $36.79 Unrealized
NKE Nike Inc 0.5%
Value ($000) $493 Shares 5,960 Est. Cost $59.10 Unrealized +45.3%
D Dominion Energy Inc 0.5%
Value ($000) $493 Shares 6,829 Est. Cost $60.29 Unrealized +4.7%
NVDA NVIDIA Corporation 0.5%
Value ($000) $492 Shares 1,864 Est. Cost $4.84 Unrealized +29.8%
GOOGL Alphabet Inc Class A 0.5%
Value ($000) $491 Shares 423 Est. Cost $53.68 Unrealized +25.3%
TRP TC Energy Corporation 0.5%
Value ($000) $488 Shares 11,017 Est. Cost $36.38 Unrealized +2.6%
TILT FlexShares Morningstar US Market Factors Tilt Index Fund 0.5%
Value ($000) $483 Shares 5,179 Est. Cost $113.06 Unrealized
UNH UnitedHealth Group Inc. 0.5%
Value ($000) $474 Shares 1,900 Est. Cost $223.08 Unrealized +11.9%
PRU Prudential Financial, Inc. 0.5%
Value ($000) $461 Shares 8,837 Est. Cost $64.19 Unrealized -8.1%
ENB Enbridge Inc 0.5%
Value ($000) $450 Shares 15,462 Est. Cost $23.97 Unrealized +4.3%
APD Air Products and Chemicals Inc 0.5%
Value ($000) $438 Shares 2,194 Est. Cost $130.41 Unrealized +51.1%
IP International Paper Company 0.5%
Value ($000) $433 Shares 13,924 Est. Cost $29.79 Unrealized -4.3%
IVW iShares S&P 500 Growth ETF 0.5%
Value ($000) $432 Shares 2,616 Est. Cost $184.42 Unrealized
BDX Becton, Dickinson & Company 0.5%
Value ($000) $429 Shares 1,865 Est. Cost $185.44 Unrealized +21.3%
IBM International Business Machines Corporation 0.5%
Value ($000) $425 Shares 3,832 Est. Cost $101.09 Unrealized -2.8%
HAS Hasbro Inc 0.4%
Value ($000) $413 Shares 5,766 Est. Cost $78.17 Unrealized -11.9%
WMB The Williams Companies, Inc. 0.4%
Value ($000) $408 Shares 28,833 Est. Cost $15.47 Unrealized -9.6%
DOW Dow Inc 0.4%
Value ($000) $388 Shares 13,275 Est. Cost $33.24 Unrealized -8.0%
PPG PPG Industries, Inc. 0.4%
Value ($000) $376 Shares 4,500 Est. Cost $99.02 Unrealized -0.0%
SLB Schlumberger Limited 0.4%
Value ($000) $371 Shares 27,486 Est. Cost $37.28 Unrealized -32.2%
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 0.4%
Value ($000) $371 Shares 15,106 Est. Cost $24.35 Unrealized
CAT Caterpillar Inc 0.4%
Value ($000) $369 Shares 3,175 Est. Cost $116.22 Unrealized -2.4%
Royal Dutch Shell PLC Sponsored ADR B 0.4%
Value ($000) $363 Shares 11,115 Est. Cost $48.89 Unrealized
WMT Walmart Inc 0.4%
Value ($000) $358 Shares 3,149 Est. Cost $27.69 Unrealized +27.7%
CRM Salesforce.com Inc 0.4%
Value ($000) $357 Shares 2,476 Est. Cost $112.35 Unrealized +50.8%
PYPL PayPal Holdings Inc 0.4%
Value ($000) $347 Shares 3,621 Est. Cost $107.30 Unrealized +2.7%
NFLX Netflix Inc 0.4%
Value ($000) $331 Shares 880 Est. Cost $31.65 Unrealized +11.8%
ADBE Adobe Inc 0.4%
Value ($000) $329 Shares 1,032 Est. Cost $286.95 Unrealized +19.2%
MDLZ Mondelez International Inc 0.3%
Value ($000) $324 Shares 6,473 Est. Cost $35.29 Unrealized +32.3%
HON Honeywell International Inc 0.3%
Value ($000) $320 Shares 2,394 Est. Cost $116.76 Unrealized +17.0%
GD General Dynamics Corporation 0.3%
Value ($000) $312 Shares 2,358 Est. Cost $167.47 Unrealized -13.4%
ZBH Zimmer Biomet Holdings Inc 0.3%
Value ($000) $298 Shares 2,946 Est. Cost $106.26 Unrealized +17.5%
IVZ Invesco LTD 0.3%
Value ($000) $286 Shares 31,503 Est. Cost $12.88 Unrealized -9.2%
BABA Alibaba Group Holding Limited 0.3%
Value ($000) $285 Shares 1,466 Est. Cost $167.63 Unrealized
ZTS Zoetis Inc 0.3%
Value ($000) $283 Shares 2,403 Est. Cost $114.36 Unrealized +9.6%
ALL The Allstate Corporation 0.3%
Value ($000) $268 Shares 2,922 Est. Cost $80.20 Unrealized +17.5%
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 0.3%
Value ($000) $265 Shares 6,943 Est. Cost $59.22 Unrealized
BP BP PLC 0.3%
Value ($000) $256 Shares 10,478 Est. Cost $41.94 Unrealized
Riverview Financial Corp 0.3%
Value ($000) $252 Shares 38,881 Est. Cost $13.59 Unrealized
NOW Servicenow Inc 0.3%
Value ($000) $251 Shares 875 Est. Cost $56.20 Unrealized +11.2%
CMCSA Comcast Corporation 0.3%
Value ($000) $246 Shares 7,154 Est. Cost $34.96 Unrealized +3.1%
SHW Sherwin-Williams Co 0.3%
Value ($000) $245 Shares 534 Est. Cost $165.19 Unrealized +3.6%
ISRG Intuitive Surgical Inc 0.3%
Value ($000) $245 Shares 494 Est. Cost $178.37 Unrealized +2.7%
IJR iShares Core S&P Small-CAP 0.3%
Value ($000) $245 Shares 4,367 Est. Cost $80.22 Unrealized
TJX The TJX Compainies, Inc 0.3%
Value ($000) $236 Shares 4,935 Est. Cost $43.37 Unrealized +23.0%
QLC Flexshares US Quality Large Cap Index Fund Qulty Lrg CP Indx Etf 0.3%
Value ($000) $234 Shares 8,181 Est. Cost $33.56 Unrealized
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares 0.3%
Value ($000) $233 Shares 6,988 Est. Cost $44.19 Unrealized
MDU MDU Resources Group Inc 0.2%
Value ($000) $229 Shares 10,650 Est. Cost $8.04 Unrealized +9.9%
DHR Danaher Corporation 0.2%
Value ($000) $227 Shares 1,639 Est. Cost $86.23 Unrealized +52.3%
C Citigroup Inc. 0.2%
Value ($000) $219 Shares 5,200 Est. Cost $53.89 Unrealized +0.6%
MCHP Microchip Tech Inc 0.2%
Value ($000) $216 Shares 3,187 Est. Cost $38.35 Unrealized +9.5%
IWM iShares Russell 2000 ETF 0.2%
Value ($000) $215 Shares 1,881 Est. Cost $145.41 Unrealized
SCHW Schwab Charles Corp 0.2%
Value ($000) $213 Shares 6,324 Est. Cost $42.46 Unrealized -8.9%
FNB F.N.B. Corporation 0.2%
Value ($000) $212 Shares 28,699 Est. Cost $8.84 Unrealized -5.7%
INTU Intuit Inc 0.2%
Value ($000) $208 Shares 904 Est. Cost $256.91 Unrealized +1.6%
ACWX iShares MSCI ACWI Ex US ETF 0.2%
Value ($000) $202 Shares 5,367 Est. Cost $47.90 Unrealized
ODFL Old Dominion Freight Line, Inc. 0.2%
Value ($000) $193 Shares 1,471 Est. Cost $57.12 Unrealized +13.2%
PGR The Progressive Corporation 0.2%
Value ($000) $191 Shares 2,584 Est. Cost $64.54 Unrealized +1.2%
BIIB Biogen Inc 0.2%
Value ($000) $190 Shares 601 Est. Cost $318.38 Unrealized -4.7%
General Electric Company 0.2%
Value ($000) $190 Shares 23,923 Est. Cost $16.29 Unrealized
GIS General Mills Inc 0.2%
Value ($000) $188 Shares 3,564 Est. Cost $37.59 Unrealized +15.2%
CMG Chipotle Mexican Grill Inc 0.2%
Value ($000) $187 Shares 286 Est. Cost $15.57 Unrealized +1.5%
EEM iShares MSCI Emerging Markets 0.2%
Value ($000) $185 Shares 5,426 Est. Cost $42.30 Unrealized
BRK/B Berkshire Hathaway Inc B Shares 0.2%
Value ($000) $183 Shares 1,001 Est. Cost $197.11 Unrealized +7.8%
UPS United Parcel Service Inc 0.2%
Value ($000) $182 Shares 1,951 Est. Cost $84.55 Unrealized -3.1%
ROP Roper Technologies Inc 0.2%
Value ($000) $180 Shares 578 Est. Cost $341.94 Unrealized +0.1%
Allergan PLC 0.2%
Value ($000) $175 Shares 987 Est. Cost $167.18 Unrealized
ADM Archer-Daniels-Midland Company 0.2%
Value ($000) $169 Shares 4,800 Est. Cost $33.11 Unrealized +4.3%
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.2%
Value ($000) $169 Shares 3,914 Est. Cost $47.67 Unrealized
SYK Stryker Corp. 0.2%
Value ($000) $167 Shares 1,007 Est. Cost $182.21 Unrealized +0.6%
TDOC Teladoc Health, Inc. 0.2%
Value ($000) $167 Shares 1,075 Est. Cost $88.65 Unrealized +31.2%
EW Edwards Lifesciences Corp 0.2%
Value ($000) $166 Shares 881 Est. Cost $68.47 Unrealized +5.3%
DVY iShares Select Dividend ETF 0.2%
Value ($000) $166 Shares 2,257 Est. Cost $98.35 Unrealized
MAS Masco Corp. 0.2%
Value ($000) $163 Shares 4,704 Est. Cost $34.81 Unrealized +13.6%
VWO Vanguard FTSE Emerging Markets Index Fund ETF Shares 0.2%
Value ($000) $163 Shares 4,857 Est. Cost $45.25 Unrealized
GL Globe Life Inc 0.2%
Value ($000) $162 Shares 2,250 Est. Cost $86.06 Unrealized +4.2%
LULU Lululemon Athletica Inc 0.2%
Value ($000) $160 Shares 843 Est. Cost $191.65 Unrealized +16.7%
NUE Nucor Corporation 0.2%
Value ($000) $159 Shares 4,417 Est. Cost $50.18 Unrealized -21.2%
GVI Ishares Barclays Intermediate Government/credit Bond Fund Int Gov Credit Etf 0.2%
Value ($000) $156 Shares 1,365 Est. Cost $108.42 Unrealized
VOO Vanguard S&P 500 ETF 0.2%
Value ($000) $153 Shares 646 Est. Cost $266.01 Unrealized
APH Amphenol Corporation 0.2%
Value ($000) $151 Shares 1,872 Est. Cost $22.00 Unrealized +2.5%
PNC The PNC Financial Services Group, Inc 0.2%
Value ($000) $151 Shares 1,582 Est. Cost $107.57 Unrealized +0.7%
JCI Johnson Controls International PLC 0.2%
Value ($000) $150 Shares 5,555 Est. Cost $31.77 Unrealized +3.7%
IQV IQVIA Holdings Inc 0.2%
Value ($000) $150 Shares 1,385 Est. Cost $149.40 Unrealized -4.4%
WFC Wells Fargo & Company 0.1%
Value ($000) $137 Shares 4,764 Est. Cost $44.14 Unrealized -17.0%
KLAC KLA Corporation 0.1%
Value ($000) $136 Shares 944 Est. Cost $97.62 Unrealized +53.9%
ORLY O'Reilly Automotive Inc 0.1%
Value ($000) $135 Shares 447 Est. Cost $25.22 Unrealized +1.3%
MO Altria Group Inc 0.1%
Value ($000) $134 Shares 3,466 Est. Cost $34.11 Unrealized -19.2%
CRL Charles River Laboratories International Inc 0.1%
Value ($000) $133 Shares 1,054 Est. Cost $147.03 Unrealized +2.0%
VO Vanguard Mid-Cap Index Fund ETF Shares 0.1%
Value ($000) $126 Shares 960 Est. Cost $149.18 Unrealized
AXP American Express Company 0.1%
Value ($000) $125 Shares 1,464 Est. Cost $87.48 Unrealized +23.0%
GWW W W Grainger Inc 0.1%
Value ($000) $124 Shares 497 Est. Cost $216.36 Unrealized +27.3%
KMB Kimberly-Clark Corporation 0.1%
Value ($000) $119 Shares 928 Est. Cost $87.38 Unrealized +28.3%
United Technologies Corporation 0.1%
Value ($000) $119 Shares 1,263 Est. Cost $132.13 Unrealized
PZZA Papa John's International, Inc. 0.1%
Value ($000) $116 Shares 2,167 Est. Cost $43.54 Unrealized +18.7%
GPN Global Payments Inc 0.1%
Value ($000) $115 Shares 799 Est. Cost $172.65 Unrealized +0.9%
COP ConocoPhillips 0.1%
Value ($000) $113 Shares 3,675 Est. Cost $43.89 Unrealized -6.6%
MET MetLife Inc 0.1%
Value ($000) $111 Shares 3,643 Est. Cost $39.86 Unrealized -8.6%
CGNX Cognex Corporation 0.1%
Value ($000) $111 Shares 2,635 Est. Cost $43.14 Unrealized +9.2%
IJK iShares S&P Mid-CAP 400 Growth ETF 0.1%
Value ($000) $110 Shares 615 Est. Cost $219.12 Unrealized
CTAS Cintas Corporation 0.1%
Value ($000) $109 Shares 630 Est. Cost $58.32 Unrealized +5.9%
ALGN Align Technology Inc 0.1%
Value ($000) $108 Shares 620 Est. Cost $232.34 Unrealized +3.1%
IWF iShares Russell 1000 Growth ETF 0.1%
Value ($000) $106 Shares 701 Est. Cost $150.59 Unrealized
DOCU DocuSign Inc 0.1%
Value ($000) $102 Shares 1,097 Est. Cost $80.42 Unrealized 0.0%
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares 0.1%
Value ($000) $102 Shares 2,500 Est. Cost $54.80 Unrealized
Alexion Pharmaceuticals 0.1%
Value ($000) $97 Shares 1,076 Est. Cost $117.39 Unrealized
Lam Research Corp 0.1%
Value ($000) $93 Shares 386 Est. Cost $243.28 Unrealized
IWR iShares Russell Mid-CAP ETF 0.1%
Value ($000) $91 Shares 2,100 Est. Cost $57.22 Unrealized
BSV Vanguard Short-Term Bond Index Fund ETF Shares 0.1%
Value ($000) $90 Shares 1,094 Est. Cost $79.43 Unrealized
Match Group Inc 0.1%
Value ($000) $89 Shares 1,340 Est. Cost $71.64 Unrealized
ERIE Erie Indemnity Company 0.1%
Value ($000) $86 Shares 581 Est. Cost $119.77 Unrealized +20.0%
HYG iShares iBoxx $ High Yield Corporate Bond ETF 0.1%
Value ($000) $84 Shares 1,093 Est. Cost $86.79 Unrealized
SPGI S&P Global Inc 0.1%
Value ($000) $84 Shares 345 Est. Cost $237.40 Unrealized +10.0%
IEFA iShares Core MSCI EAFE ETF 0.1%
Value ($000) $83 Shares 1,664 Est. Cost $63.86 Unrealized
KSS Kohl's Corporation 0.1%
Value ($000) $82 Shares 5,657 Est. Cost $47.91 Unrealized -21.8%
ETN Eaton Corporation PLC 0.1%
Value ($000) $81 Shares 1,039 Est. Cost $68.80 Unrealized +20.1%
MSCI MSCI Inc 0.1%
Value ($000) $78 Shares 270 Est. Cost $267.10 Unrealized 0.0%
SNPS Synopsys Inc 0.1%
Value ($000) $76 Shares 596 Est. Cost $142.23 Unrealized 0.0%
BND Vanguard Total Bond Market Index Fund ETF Shares 0.1%
Value ($000) $74 Shares 871 Est. Cost $81.40 Unrealized
AMAT Applied Materials Inc 0.1%
Value ($000) $74 Shares 1,621 Est. Cost $39.58 Unrealized +37.3%
Etrade Financial Corp E Trade COMMON 0.1%
Value ($000) $71 Shares 2,057 Est. Cost $51.07 Unrealized
ROST Ross Stores Inc 0.1%
Value ($000) $70 Shares 800 Est. Cost $85.43 Unrealized +17.9%
Iaa Inc. Corp. 0.1%
Value ($000) $69 Shares 2,285 Est. Cost $36.04 Unrealized
TRV Travelers Companies Inc 0.1%
Value ($000) $69 Shares 700 Est. Cost $110.49 Unrealized -0.8%
VDC Vanguard Consumer Staples Index Fund ETF Shares 0.1%
Value ($000) $69 Shares 498 Est. Cost $159.31 Unrealized
LHX L3Harris Technologies Inc 0.1%
Value ($000) $68 Shares 377 Est. Cost $182.00 Unrealized 0.0%
EBAY eBay Inc 0.1%
Value ($000) $68 Shares 2,261 Est. Cost $35.59 Unrealized -11.4%
QUAL iShares Edge MSCI USA Quality Factor ETF 0.1%
Value ($000) $68 Shares 843 Est. Cost $88.97 Unrealized
AWK American Water Works Company, Inc 0.1%
Value ($000) $67 Shares 560 Est. Cost $84.91 Unrealized +36.0%
NWBI Northwest Bancshares Inc 0.1%
Value ($000) $67 Shares 5,808 Est. Cost $10.39 Unrealized -5.0%
TTD The Trade Desk Inc 0.1%
Value ($000) $62 Shares 320 Est. Cost $25.06 Unrealized +3.2%
MS Morgan Stanley 0.1%
Value ($000) $62 Shares 1,836 Est. Cost $38.95 Unrealized +0.5%
IWO iShares Russell 2000 Growth ETF 0.1%
Value ($000) $62 Shares 394 Est. Cost $189.04 Unrealized
VB Vanguard Small-Cap Index Fund ETF Shares 0.1%
Value ($000) $61 Shares 530 Est. Cost $147.80 Unrealized
FTV Fortive Corp 0.1%
Value ($000) $59 Shares 1,076 Est. Cost $44.18 Unrealized -3.5%
QDF FlexShares Quality Dividend Index Fund 0.1%
Value ($000) $58 Shares 1,625 Est. Cost $45.15 Unrealized
RAVI FlexShares Ready Access Variable Income Fund 0.1%
Value ($000) $58 Shares 781 Est. Cost $75.44 Unrealized
PGX Invesco Preferred ETF 0.1%
Value ($000) $57 Shares 4,345 Est. Cost $14.57 Unrealized
The Cooper Companies Inc 0.1%
Value ($000) $55 Shares 200 Est. Cost $295.00 Unrealized
BAC Bank of America Corporation 0.1%
Value ($000) $54 Shares 2,561 Est. Cost $27.16 Unrealized -4.6%
DGRW Wisdom Tree US Quality Dividend Growth Fund 0.1%
Value ($000) $54 Shares 1,394 Est. Cost $43.04 Unrealized
VIG Vanguard Dividend Appreciation Index Fund ETF Shares 0.1%
Value ($000) $53 Shares 508 Est. Cost $67.20 Unrealized
TSLA Tesla Motors Inc 0.1%
Value ($000) $52 Shares 100 Est. Cost $21.51 Unrealized +92.7%
FTSM First Trust Enhanced Short Maturity ETF 0.1%
Value ($000) $52 Shares 878 Est. Cost $60.36 Unrealized
CME CME Group Inc. 0.1%
Value ($000) $52 Shares 300 Est. Cost $162.02 Unrealized -1.5%
Slack Technologies Inc 0.1%
Value ($000) $51 Shares 1,872 Est. Cost $27.24 Unrealized
NFG National Fuel Gas Company 0.1%
Value ($000) $51 Shares 1,356 Est. Cost $53.34 Unrealized -23.2%
MPC Marathon Petroleum Corp 0.1%
Value ($000) $50 Shares 560 Est. Cost $50.66 Unrealized -24.3%
BAX Baxter International Inc 0.1%
Value ($000) $50 Shares 615 Est. Cost $61.89 Unrealized +24.0%
WEC Wec Energy Group INC CORP COMMON 0.1%
Value ($000) $50 Shares 566 Est. Cost $57.41 Unrealized +38.4%
CSX CSX Corporation 0.1%
Value ($000) $48 Shares 844 Est. Cost $21.10 Unrealized +2.2%
GPC Genuine Parts Company 0.1%
Value ($000) $47 Shares 700 Est. Cost $72.09 Unrealized +4.3%
GQRE FlexShares Global Quality Real Estate Index Fund 0.0%
Value ($000) $46 Shares 982 Est. Cost $63.01 Unrealized
DDOG Datadog Inc 0.0%
Value ($000) $46 Shares 1,285 Est. Cost $41.22 Unrealized 0.0%
EOG EOG Resources Inc 0.0%
Value ($000) $46 Shares 1,279 Est. Cost $76.35 Unrealized -34.9%
CB Chubb Ltd CORP COMMON 0.0%
Value ($000) $46 Shares 410 Est. Cost $119.28 Unrealized +9.3%
DE Deere & Company 0.0%
Value ($000) $45 Shares 329 Est. Cost $131.09 Unrealized +11.1%
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $44 Shares 533 Est. Cost $119.50 Unrealized
LQD iShares iBoxx USD Investment Grade Corporate Bond ETF 0.0%
Value ($000) $43 Shares 350 Est. Cost $123.97 Unrealized
VNQ Vanguard Real Estate Index Fund ETF Shares 0.0%
Value ($000) $43 Shares 620 Est. Cost $81.85 Unrealized
ALC Alcon Inc 0.0%
Value ($000) $43 Shares 836 Est. Cost $57.87 Unrealized -2.1%
ACWI iShares MSCI ACWI 0.0%
Value ($000) $42 Shares 665 Est. Cost $73.68 Unrealized
IJH iShares Core S&P Mid-Cap ETF 0.0%
Value ($000) $42 Shares 290 Est. Cost $194.33 Unrealized
SHOP Shopify Inc 0.0%
Value ($000) $42 Shares 102 Est. Cost $45.08 Unrealized 0.0%
RSG Republic Services Inc 0.0%
Value ($000) $41 Shares 552 Est. Cost $80.04 Unrealized +3.8%
AEP American Electric Power Company Inc 0.0%
Value ($000) $41 Shares 515 Est. Cost $55.23 Unrealized +38.6%
LLY Eli Lilly and Company 0.0%
Value ($000) $40 Shares 285 Est. Cost $90.39 Unrealized +41.8%
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.0%
Value ($000) $40 Shares 709 Est. Cost $56.42 Unrealized
EFAD ProShares MSCI EAFE Dividend Growers ETF 0.0%
Value ($000) $38 Shares 1,210 Est. Cost $38.02 Unrealized
PANW Palo Alto Networks Inc 0.0%
Value ($000) $36 Shares 217 Est. Cost $35.65 Unrealized -2.1%
AAL American Airlines Group Inc 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $22.75 Unrealized 0.0%
BA The Boeing Company 0.0%
Value ($000) $33 Shares 219 Est. Cost $335.25 Unrealized -18.6%
XYL Xylem Inc 0.0%
Value ($000) $33 Shares 500 Est. Cost $73.46 Unrealized 0.0%
OXY Occidental Petroleum Corporation 0.0%
Value ($000) $33 Shares 2,881 Est. Cost $38.48 Unrealized -21.9%
PSX Phillips 66 0.0%
Value ($000) $32 Shares 600 Est. Cost $69.29 Unrealized -7.9%
ADP Automatic Data Processing Inc 0.0%
Value ($000) $30 Shares 220 Est. Cost $124.96 Unrealized +13.6%
Glaxosmithkline PLC Sponsored ADR 0.0%
Value ($000) $30 Shares 780 Est. Cost $38.56 Unrealized
FE FirstEnergy Corp 0.0%
Value ($000) $30 Shares 750 Est. Cost $23.31 Unrealized +55.9%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $30 Shares 305 Est. Cost $128.02 Unrealized
TSM Taiwan Semiconductor Manufacturing Company Limited 0.0%
Value ($000) $30 Shares 624 Est. Cost $39.83 Unrealized
MKTX MarketAxess Holdings Inc. 0.0%
Value ($000) $30 Shares 92 Est. Cost $343.80 Unrealized -4.9%
DD DuPont De Nemours Inc 0.0%
Value ($000) $30 Shares 879 Est. Cost $27.24 Unrealized -33.4%
RGEN Repligen Corporation 0.0%
Value ($000) $29 Shares 300 Est. Cost $96.54 Unrealized 0.0%
TIP iShares Tips Bond ETF 0.0%
Value ($000) $29 Shares 245 Est. Cost $115.02 Unrealized
AEE Ameren Corp 0.0%
Value ($000) $28 Shares 385 Est. Cost $63.64 Unrealized +5.1%
STZ Constellation Brands Inc 0.0%
Value ($000) $28 Shares 198 Est. Cost $174.00 Unrealized -8.0%
WM Waste Management Inc. 0.0%
Value ($000) $28 Shares 305 Est. Cost $93.61 Unrealized +11.3%
URI United Rentals Inc 0.0%
Value ($000) $27 Shares 262 Est. Cost $120.33 Unrealized +6.7%
NTRS Northern Trust Corporation 0.0%
Value ($000) $26 Shares 345 Est. Cost $84.53 Unrealized -9.8%
QQQ Invesco QQQ Trust ETF 0.0%
Value ($000) $25 Shares 132 Est. Cost $189.39 Unrealized
CTVA Corteva Inc 0.0%
Value ($000) $24 Shares 1,014 Est. Cost $25.02 Unrealized +2.2%
CMS CMS Energy Corporation 0.0%
Value ($000) $24 Shares 413 Est. Cost $51.97 Unrealized +3.2%
FDX FedEx Corporation 0.0%
Value ($000) $23 Shares 125 Est. Cost $137.51 Unrealized -8.3%
VGT Vanguard Information Technology Index Fund ETF Shares 0.0%
Value ($000) $23 Shares 109 Est. Cost $247.71 Unrealized
Activision Blizzard Inc 0.0%
Value ($000) $23 Shares 395 Est. Cost $63.62 Unrealized
TROW T. Rowe Price Group, Inc. 0.0%
Value ($000) $22 Shares 224 Est. Cost $86.61 Unrealized +10.3%
AGG iShares Core US Aggregate Bond ETF 0.0%
Value ($000) $22 Shares 189 Est. Cost $109.22 Unrealized
IGSB iShares Short-Term Corporate Bond ETF 0.0%
Value ($000) $21 Shares 196 Est. Cost $107.14 Unrealized
SUN Sunoco Lp Unt 0.0%
Value ($000) $21 Shares 1,350 Est. Cost $28.20 Unrealized
CL Colgate-Palmolive Company 0.0%
Value ($000) $21 Shares 200 Est. Cost $61.53 Unrealized 0.0%
USB US Bancorp 0.0%
Value ($000) $21 Shares 600 Est. Cost $38.16 Unrealized -2.4%
GILD Gilead Sciences Inc 0.0%
Value ($000) $21 Shares 282 Est. Cost $54.51 Unrealized +0.8%
SMDV ProShares Russell 2000 Dividend Growers ETF 0.0%
Value ($000) $21 Shares 455 Est. Cost $57.14 Unrealized
MDT Medtronic PLC NPV 0.0%
Value ($000) $21 Shares 231 Est. Cost $76.93 Unrealized +17.2%
SDY SPDR S&P Dividend 0.0%
Value ($000) $20 Shares 255 Est. Cost $92.86 Unrealized
IHF iShares U.S. Healthcare Providers ETF 0.0%
Value ($000) $20 Shares 123 Est. Cost $203.25 Unrealized
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $19 Shares 349 Est. Cost $67.99 Unrealized
EMR Emerson Electric Co. 0.0%
Value ($000) $19 Shares 400 Est. Cost $56.93 Unrealized +1.5%
BKNG Booking Holdings Inc 0.0%
Value ($000) $19 Shares 14 Est. Cost $1931.44 Unrealized -10.6%
BK The Bank of New York Mellon Corp 0.0%
Value ($000) $19 Shares 566 Est. Cost $42.61 Unrealized -17.0%
HAL Halliburton Company 0.0%
Value ($000) $19 Shares 2,820 Est. Cost $33.07 Unrealized -52.8%
Cohen & Steers Infrastructure Fund, Inc 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $19.00 Unrealized
OGE OGE Energy Corp 0.0%
Value ($000) $18 Shares 600 Est. Cost $41.42 Unrealized -2.4%
XYZ Square, Inc. 0.0%
Value ($000) $16 Shares 299 Est. Cost $68.28 Unrealized +0.2%
Cerner Corporation 0.0%
Value ($000) $15 Shares 240 Est. Cost $66.67 Unrealized
DG Dollar General Corporation 0.0%
Value ($000) $15 Shares 100 Est. Cost $119.11 Unrealized +19.5%
CMI Cummins Inc 0.0%
Value ($000) $15 Shares 115 Est. Cost $138.21 Unrealized -2.5%
BFH Alliance Data Systems 0.0%
Value ($000) $15 Shares 433 Est. Cost $160.11 Unrealized -61.6%
NEE Nextera Energy Inc 0.0%
Value ($000) $15 Shares 62 Est. Cost $37.45 Unrealized +45.0%
IJJ iShares S&P Mid-CAP 400 Value ETF 0.0%
Value ($000) $15 Shares 140 Est. Cost $162.24 Unrealized
Bank Of America Corp 7.25 Series L Convertible 12/31/49 0.0%
Value ($000) $15 Shares 12 Est. Cost $1333.33 Unrealized
RCL Royal Caribbean Cruises LTD 0.0%
Value ($000) $14 Shares 450 Est. Cost $89.00 Unrealized 0.0%
COF Capital One Financial Corporation 0.0%
Value ($000) $14 Shares 287 Est. Cost $86.78 Unrealized -8.4%
HIG The Hartford Financial Services Group, Inc 0.0%
Value ($000) $14 Shares 400 Est. Cost $46.60 Unrealized -1.9%
GS The Goldman Sachs Group Inc 0.0%
Value ($000) $14 Shares 90 Est. Cost $168.05 Unrealized +9.7%
MTN Vail Resorts Inc 0.0%
Value ($000) $14 Shares 92 Est. Cost $232.93 Unrealized -7.6%
Discover Financial Services 0.0%
Value ($000) $14 Shares 400 Est. Cost $77.50 Unrealized
VYM Vanguard High Dividend Yield Index Fund ETF Shares 0.0%
Value ($000) $14 Shares 200 Est. Cost $88.00 Unrealized
UAA Under Armour Inc Class A 0.0%
Value ($000) $13 Shares 1,374 Est. Cost $22.35 Unrealized -28.1%
KHC The Kraft Heinz Company 0.0%
Value ($000) $12 Shares 475 Est. Cost $34.13 Unrealized -39.4%
PETS PetMed Express Inc 0.0%
Value ($000) $12 Shares 400 Est. Cost $26.21 Unrealized 0.0%
PLD Prologis Inc 0.0%
Value ($000) $12 Shares 150 Est. Cost $74.69 Unrealized -0.8%
Zymeworks INC CORP COMMON 0.0%
Value ($000) $12 Shares 350 Est. Cost $45.71 Unrealized
WTRG Essential Utilities Inc 0.0%
Value ($000) $12 Shares 300 Est. Cost $47.18 Unrealized 0.0%
EXC Exelon Corporation 0.0%
Value ($000) $11 Shares 300 Est. Cost $22.82 Unrealized +11.6%
Dunkin' Brands Group Inc 0.0%
Value ($000) $11 Shares 200 Est. Cost $55.00 Unrealized
MFC Manulife Financial Corporation 0.0%
Value ($000) $10 Shares 840 Est. Cost $16.45 Unrealized +5.6%
CAG Conagra Brands Inc 0.0%
Value ($000) $10 Shares 300 Est. Cost $17.39 Unrealized +35.4%
JNK SPDR SER Bloomberg Barclays High Yield Bond ETF 0.0%
Value ($000) $10 Shares 101 Est. Cost $108.94 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $10 Shares 91 Est. Cost $59.96 Unrealized -2.6%
EPD Enterprise Products Partners L.P. 0.0%
Value ($000) $10 Shares 670 Est. Cost $27.77 Unrealized
F Ford Motor Company 0.0%
Value ($000) $10 Shares 1,990 Est. Cost $7.16 Unrealized -21.0%
BURL Burlington Stores Inc 0.0%
Value ($000) $10 Shares 64 Est. Cost $161.22 Unrealized +30.6%
ATRO Astronics Corporation 0.0%
Value ($000) $10 Shares 1,072 Est. Cost $31.49 Unrealized -31.4%
Bristol-Myers Squibb CVR 0.0%
Value ($000) $10 Shares 2,449 Est. Cost $2.71 Unrealized
SPOT Spotify Technology S.A. 0.0%
Value ($000) $10 Shares 80 Est. Cost $140.16 Unrealized +1.0%
Aptiv PLC 0.0%
Value ($000) $10 Shares 200 Est. Cost $80.00 Unrealized
PTON Peloton Interactive Inc 0.0%
Value ($000) $10 Shares 390 Est. Cost $26.94 Unrealized +3.2%
Royce Value Trust Inc. 0.0%
Value ($000) $10 Shares 1,038 Est. Cost $16.38 Unrealized
CX CEMEX, S.A.B. de C.V. 0.0%
Value ($000) $9 Shares 4,355 Est. Cost $4.59 Unrealized
VLO Valero Energy Corporation 0.0%
Value ($000) $9 Shares 200 Est. Cost $61.06 Unrealized -6.4%
FANG Diamondback Energy Inc 0.0%
Value ($000) $9 Shares 325 Est. Cost $64.81 Unrealized -24.0%
LOW Lowes Companies Inc 0.0%
Value ($000) $9 Shares 102 Est. Cost $86.62 Unrealized +13.5%
SO The Southern Company 0.0%
Value ($000) $9 Shares 168 Est. Cost $41.30 Unrealized +22.2%
UGI UGI Corp 0.0%
Value ($000) $8 Shares 318 Est. Cost $49.97 Unrealized -24.2%
RACE Ferrari N.V. 0.0%
Value ($000) $8 Shares 50 Est. Cost $131.61 Unrealized +22.5%
AZO AutoZone Inc 0.0%
Value ($000) $8 Shares 9 Est. Cost $897.60 Unrealized +15.8%
FITB Fifth Third Bancorp 0.0%
Value ($000) $8 Shares 500 Est. Cost $20.28 Unrealized -3.1%
Eldorado Resorts Inc 0.0%
Value ($000) $7 Shares 500 Est. Cost $36.00 Unrealized
FCX Freeport-McMoRan Inc 0.0%
Value ($000) $7 Shares 1,100 Est. Cost $10.69 Unrealized -8.5%
TMUS T-Mobile US, Inc. 0.0%
Value ($000) $7 Shares 88 Est. Cost $67.59 Unrealized +20.9%
MIDD Middleby Corp 0.0%
Value ($000) $7 Shares 116 Est. Cost $125.88 Unrealized -22.1%
AFL AFLAC Incorporated 0.0%
Value ($000) $7 Shares 200 Est. Cost $36.04 Unrealized +10.1%
Clovis Oncology INC CORP COMMON 0.0%
Value ($000) $7 Shares 1,150 Est. Cost $10.43 Unrealized
NOC Northrop Grumman Corporation 0.0%
Value ($000) $7 Shares 125 Est. Cost $244.47 Unrealized +29.1%
YUM Yum Brands Inc. 0.0%
Value ($000) $7 Shares 100 Est. Cost $68.23 Unrealized +22.5%
LYB LyondellBasell Industries 0.0%
Value ($000) $7 Shares 140 Est. Cost $60.99 Unrealized -18.6%
Raytheon Company 0.0%
Value ($000) $7 Shares 76 Est. Cost $94.42 Unrealized
CBRE CBRE Group Inc 0.0%
Value ($000) $7 Shares 185 Est. Cost $47.68 Unrealized +15.9%
Xilinx Inc 0.0%
Value ($000) $7 Shares 94 Est. Cost $99.86 Unrealized
HOG Harley Davidson Inc Com 0.0%
Value ($000) $6 Shares 112 Est. Cost $30.27 Unrealized 0.0%
BHF Brighthouse Financial Inc 0.0%
Value ($000) $6 Shares 228 Est. Cost $57.64 Unrealized -38.6%
HBAN Huntington Bancshares Incorporated 0.0%
Value ($000) $6 Shares 749 Est. Cost $9.68 Unrealized -3.9%
IJT iShares S&P Small-Cap 600 Growth ETF 0.0%
Value ($000) $6 Shares 43 Est. Cost $168.54 Unrealized
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $6 Shares 100 Est. Cost $63.73 Unrealized +17.4%
VHT Vanguard Health Care Index Fund ETF Shares 0.0%
Value ($000) $6 Shares 37 Est. Cost $162.16 Unrealized
VBR Vanguard Small Cap Value Etf 0.0%
Value ($000) $6 Shares 63 Est. Cost $133.52 Unrealized
Twitter Inc 0.0%
Value ($000) $6 Shares 228 Est. Cost $23.93 Unrealized
UBSI United Bankshares Inc 0.0%
Value ($000) $5 Shares 217 Est. Cost $31.40 Unrealized 0.0%
XLY Sector SPDR Consumer Discretionary ETF 0.0%
Value ($000) $5 Shares 52 Est. Cost $96.15 Unrealized
AYI Acuity Brands Inc 0.0%
Value ($000) $5 Shares 54 Est. Cost $129.66 Unrealized -17.0%
VOE Vanguard Mid-Cap Value Index Fund ETF Shares 0.0%
Value ($000) $5 Shares 65 Est. Cost $121.89 Unrealized
M Macy's Inc. 0.0%
Value ($000) $5 Shares 996 Est. Cost $21.94 Unrealized -38.2%
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $5 Shares 100 Est. Cost $68.43 Unrealized -9.4%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $5 Shares 108 Est. Cost $74.07 Unrealized
Teekay LNG Partners L.P. 0.0%
Value ($000) $5 Shares 500 Est. Cost $20.00 Unrealized
Textainer Group Holdings Ltd Holding CORP COMMON 0.0%
Value ($000) $5 Shares 575 Est. Cost $20.87 Unrealized
Aurora Cannabis Inc 0.0%
Value ($000) $4 Shares 4,000 Est. Cost $6.48 Unrealized
ViacomCBS Inc Class B 0.0%
Value ($000) $4 Shares 250 Est. Cost $42.86 Unrealized
WDAY Workday, Inc. 0.0%
Value ($000) $4 Shares 33 Est. Cost $187.62 Unrealized -10.2%
WY Weyerhaeuser Co 0.0%
Value ($000) $3 Shares 164 Est. Cost $20.75 Unrealized +2.0%
XLK Technology Select Sector SPDR ETF 0.0%
Value ($000) $3 Shares 97 Est. Cost $30.93 Unrealized
SPG Simon Property Group Inc 0.0%
Value ($000) $3 Shares 44 Est. Cost $118.83 Unrealized -27.5%
CTSH Cognizant Technology Solutions Corporation 0.0%
Value ($000) $3 Shares 55 Est. Cost $65.14 Unrealized -16.3%
VUG Vanguard Growth Index Fund ETF Shares 0.0%
Value ($000) $3 Shares 20 Est. Cost $161.46 Unrealized
IHI Ishares Dow Jones US Medical Devices ETF 0.0%
Value ($000) $2 Shares 8 Est. Cost $222.22 Unrealized
XHR Xenia Hotels & Resorts Inc 0.0%
Value ($000) $2 Shares 225 Est. Cost $22.22 Unrealized
Rite Aid Corporation 0.0%
Value ($000) $2 Shares 150 Est. Cost $6.67 Unrealized
Nordstrom Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $50.00 Unrealized
MGK Vanguard Mega Cap Growth Index Fund ETF Shares 0.0%
Value ($000) $2 Shares 14 Est. Cost $114.29 Unrealized
Sirius XM Holdings Inc 0.0%
Value ($000) $2 Shares 500 Est. Cost $6.00 Unrealized
Crescent Point Energy 0.0%
Value ($000) $2 Shares 3,000 Est. Cost $3.33 Unrealized
TAYD Taylor Devices Inc. 0.0%
Value ($000) $2 Shares 205 Est. Cost $11.94 Unrealized -8.5%
CoreLogic Inc 0.0%
Value ($000) $1 Shares 50 Est. Cost $60.00 Unrealized
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $1 Shares 27 Est. Cost $33.33 Unrealized
EVRG Evergy Inc 0.0%
Value ($000) $1 Shares 15 Est. Cost $43.96 Unrealized +18.4%
SKYY First Trust Cloud Computing ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $45.45 Unrealized
HII Huntington Ingalls Industries, Inc. 0.0%
Value ($000) $1 Shares 27 Est. Cost $201.89 Unrealized +0.9%
Briggs & Stratton Corporation 0.0%
Value ($000) $1 Shares 600 Est. Cost $25.00 Unrealized
PAA Plains All American Pipeline LP 0.0%
Value ($000) $1 Shares 200 Est. Cost $25.00 Unrealized
REZI Resideo Technologies Inc 0.0%
Value ($000) $1 Shares 57 Est. Cost $21.87 Unrealized -56.9%
Plus Therapeutics Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
BIP Brookfield Infrastructure LP 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
Mallinckrodt PLC 0.0%
Value ($000) $0 Shares 300 Est. Cost $23.29 Unrealized
DNOW Now Inc 0.0%
Value ($000) $0 Shares 11 Est. Cost $9.00 Unrealized 0.0%
CCL Carnival Corporation 0.0%
Value ($000) $0 Shares 35 Est. Cost $49.71 Unrealized -29.0%
GTX Garrett Motion Inc 0.0%
Value ($000) $0 Shares 35 Est. Cost $15.61 Unrealized -53.4%
Nextier Oilfield Solutions Inc 0.0%
Value ($000) $0 Shares 250 Est. Cost $8.00 Unrealized
CC The Chemours Company 0.0%
Value ($000) $0 Shares 8 Est. Cost $13.00 Unrealized -12.2%
NOK Nokia Corporation 0.0%
Value ($000) $0 Shares 105 Est. Cost $9.52 Unrealized
VYX NCR Corp 0.0%
Value ($000) $0 Shares 22 Est. Cost $21.07 Unrealized -18.5%
UBER Uber Technologies Inc. 0.0%
Value ($000) $0 Shares 10 Est. Cost $37.94 Unrealized -13.3%
AA Alcoa Corp COMMON 0.0%
Value ($000) $0 Shares 33 Est. Cost $29.43 Unrealized -55.5%
UAMY United States Antimony Corp. 0.0%
Value ($000) $0 Shares 34 Est. Cost $0.68 Unrealized -43.9%