CNB Bank Diversified Active

CIK: 0001732074 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 14, 2020

Total Value ($000): $113,624 (100.0% shares, 0.0% debt)

Holdings (425)

AMZN Amazon.com Inc 5.2%
Value ($000) $5,909 Shares 2,142 Est. Cost $105.95 Unrealized +14.0%
MSFT Microsoft Corporation 4.0%
Value ($000) $4,543 Shares 22,325 Est. Cost $105.44 Unrealized +64.1%
AAPL Apple Inc 3.9%
Value ($000) $4,416 Shares 12,104 Est. Cost $42.89 Unrealized +75.1%
CCNE CNB Financial Corporation 3.1%
Value ($000) $3,530 Shares 196,882 Est. Cost $20.53 Unrealized -30.9%
UNP Union Pacific Corporation 2.3%
Value ($000) $2,585 Shares 15,290 Est. Cost $113.66 Unrealized +24.4%
PFE Pfizer Inc 2.1%
Value ($000) $2,363 Shares 72,273 Est. Cost $24.68 Unrealized +5.3%
PG Procter & Gamble 2.1%
Value ($000) $2,358 Shares 19,721 Est. Cost $75.52 Unrealized +34.4%
ABBV AbbVie Inc 1.8%
Value ($000) $2,029 Shares 20,674 Est. Cost $64.18 Unrealized +9.8%
JPM JPMorgan Chase & Co 1.7%
Value ($000) $1,890 Shares 20,093 Est. Cost $84.29 Unrealized -3.0%
META Facebook Inc 1.6%
Value ($000) $1,859 Shares 8,187 Est. Cost $188.76 Unrealized +9.8%
CVX Chevron Corporation 1.5%
Value ($000) $1,691 Shares 18,949 Est. Cost $88.06 Unrealized -20.7%
GOOG Alphabet Inc Class C 1.4%
Value ($000) $1,637 Shares 1,158 Est. Cost $53.42 Unrealized +25.4%
MCD McDonald's Corporation 1.4%
Value ($000) $1,630 Shares 8,839 Est. Cost $141.71 Unrealized +13.6%
JNJ Johnson & Johnson 1.4%
Value ($000) $1,583 Shares 11,254 Est. Cost $111.43 Unrealized +11.5%
INTC Intel Corporation 1.4%
Value ($000) $1,580 Shares 26,404 Est. Cost $39.06 Unrealized +36.2%
PEP Pepsico Inc 1.2%
Value ($000) $1,368 Shares 10,345 Est. Cost $99.72 Unrealized +11.1%
VZ Verizon Communications Inc 1.1%
Value ($000) $1,298 Shares 23,547 Est. Cost $35.49 Unrealized +14.8%
HD The Home Depot Inc 1.1%
Value ($000) $1,286 Shares 5,134 Est. Cost $143.91 Unrealized +38.8%
NVS Novartis A G Sponsored ADR 1.1%
Value ($000) $1,268 Shares 14,518 Est. Cost $86.18 Unrealized
QCOM QUALCOMM Incorporated 1.1%
Value ($000) $1,243 Shares 13,631 Est. Cost $57.74 Unrealized +22.9%
AMGN Amgen Inc 1.0%
Value ($000) $1,170 Shares 4,960 Est. Cost $164.63 Unrealized +16.4%
PM Philip Morris International Inc 1.0%
Value ($000) $1,168 Shares 16,678 Est. Cost $61.86 Unrealized -11.4%
V Visa Inc 1.0%
Value ($000) $1,109 Shares 5,739 Est. Cost $158.58 Unrealized +10.7%
XOM Exxon Mobil Corporation 1.0%
Value ($000) $1,086 Shares 24,285 Est. Cost $56.92 Unrealized -38.8%
T AT&T Inc 0.9%
Value ($000) $1,076 Shares 35,606 Est. Cost $16.26 Unrealized -4.7%
CCI Crown Castle International Corp (REIT) 0.9%
Value ($000) $1,076 Shares 6,431 Est. Cost $104.71 Unrealized +19.4%
MRK Merck & Co. Inc 0.9%
Value ($000) $1,055 Shares 13,647 Est. Cost $55.03 Unrealized +14.2%
AMP Ameriprise Financial Inc 0.9%
Value ($000) $1,043 Shares 6,951 Est. Cost $126.96 Unrealized -8.0%
KO The Coca-Cola Company 0.9%
Value ($000) $1,034 Shares 23,144 Est. Cost $35.73 Unrealized +8.4%
CSCO Cisco Systems Inc 0.8%
Value ($000) $960 Shares 20,568 Est. Cost $36.01 Unrealized +2.7%
ABT Abbott Laboratories 0.8%
Value ($000) $959 Shares 10,487 Est. Cost $53.69 Unrealized +52.6%
VTI Vanguard Total Stock Market Index Fund ETF Shares 0.8%
Value ($000) $943 Shares 6,024 Est. Cost $138.17 Unrealized
TFC Truist Financial Corporation 0.8%
Value ($000) $942 Shares 25,093 Est. Cost $36.10 Unrealized -23.2%
DLR Digital Realty Trust Inc 0.8%
Value ($000) $930 Shares 6,541 Est. Cost $99.12 Unrealized +17.4%
IWV iShares Russell 3000 Index Fund ETF 0.8%
Value ($000) $930 Shares 5,163 Est. Cost $168.72 Unrealized
CLX The Clorox Company 0.8%
Value ($000) $910 Shares 4,150 Est. Cost $109.00 Unrealized +54.8%
MA Mastercard Inc. 0.8%
Value ($000) $898 Shares 3,038 Est. Cost $201.57 Unrealized +35.6%
TGT Target Corporation 0.8%
Value ($000) $886 Shares 7,388 Est. Cost $85.75 Unrealized +14.5%
AMT American Tower Corporation 0.7%
Value ($000) $831 Shares 3,211 Est. Cost $121.52 Unrealized +73.3%
BMY Bristol-Myers Squibb Company 0.7%
Value ($000) $815 Shares 13,854 Est. Cost $45.68 Unrealized +4.9%
IVV iShares Core S&P 500 ETF 0.7%
Value ($000) $791 Shares 2,555 Est. Cost $298.41 Unrealized
DUK Duke Energy Corporation 0.7%
Value ($000) $778 Shares 9,728 Est. Cost $63.70 Unrealized +6.1%
WMB The Williams Companies, Inc. 0.7%
Value ($000) $765 Shares 40,240 Est. Cost $15.00 Unrealized -8.0%
ICE Intercontinental Exchange 0.7%
Value ($000) $758 Shares 8,271 Est. Cost $64.93 Unrealized +31.1%
LMT Lockheed Martin Corp. 0.6%
Value ($000) $720 Shares 1,973 Est. Cost $317.60 Unrealized +1.9%
MMM 3M Company 0.6%
Value ($000) $715 Shares 4,582 Est. Cost $122.37 Unrealized -16.3%
SWK Stanley Black & Decker INC And CORP COMMON 0.6%
Value ($000) $706 Shares 5,066 Est. Cost $115.80 Unrealized -12.6%
NVDA NVIDIA Corporation 0.6%
Value ($000) $702 Shares 1,849 Est. Cost $4.84 Unrealized +66.5%
PYPL PayPal Holdings Inc 0.6%
Value ($000) $655 Shares 3,755 Est. Cost $108.39 Unrealized +27.2%
DOW Dow Inc 0.6%
Value ($000) $655 Shares 16,066 Est. Cost $32.13 Unrealized -16.4%
GOOGL Alphabet Inc Class A 0.6%
Value ($000) $642 Shares 453 Est. Cost $54.56 Unrealized +22.7%
BTI British American Tobacco PLC 0.6%
Value ($000) $626 Shares 16,137 Est. Cost $37.00 Unrealized
SPY SPDR S&P 500 ETF Trust 0.5%
Value ($000) $620 Shares 2,011 Est. Cost $271.18 Unrealized
PRU Prudential Financial, Inc. 0.5%
Value ($000) $620 Shares 10,178 Est. Cost $61.56 Unrealized -28.1%
IP International Paper Company 0.5%
Value ($000) $618 Shares 17,557 Est. Cost $28.76 Unrealized -13.8%
NSC Norfolk Southern Corporation 0.5%
Value ($000) $615 Shares 3,501 Est. Cost $116.77 Unrealized +29.3%
D Dominion Energy Inc 0.5%
Value ($000) $613 Shares 7,553 Est. Cost $60.51 Unrealized +3.5%
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 0.5%
Value ($000) $603 Shares 11,290 Est. Cost $68.05 Unrealized
DGX Quest Diagnostics Inc. 0.5%
Value ($000) $594 Shares 5,211 Est. Cost $95.20 Unrealized 0.0%
UNH UnitedHealth Group Inc. 0.5%
Value ($000) $563 Shares 1,911 Est. Cost $223.08 Unrealized +17.0%
COST Costco Wholesale Corporation 0.5%
Value ($000) $561 Shares 1,851 Est. Cost $169.04 Unrealized +65.2%
ENB Enbridge Inc 0.5%
Value ($000) $560 Shares 18,425 Est. Cost $23.51 Unrealized -10.3%
SBUX Starbucks Corporation 0.5%
Value ($000) $559 Shares 7,597 Est. Cost $58.93 Unrealized +12.6%
TRP TC Energy Corporation 0.5%
Value ($000) $558 Shares 13,023 Est. Cost $35.93 Unrealized -6.9%
ORCL Oracle Corporation 0.5%
Value ($000) $546 Shares 9,871 Est. Cost $43.82 Unrealized +11.8%
EL The Estee Lauder Companies Inc 0.5%
Value ($000) $546 Shares 2,893 Est. Cost $122.89 Unrealized +34.7%
HAS Hasbro Inc 0.5%
Value ($000) $540 Shares 7,199 Est. Cost $74.16 Unrealized -21.7%
NKE Nike Inc 0.5%
Value ($000) $536 Shares 5,462 Est. Cost $59.10 Unrealized +44.6%
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund 0.5%
Value ($000) $533 Shares 19,296 Est. Cost $33.11 Unrealized
APD Air Products and Chemicals Inc 0.4%
Value ($000) $508 Shares 2,104 Est. Cost $130.41 Unrealized +52.3%
CVS CVS Health Corporation 0.4%
Value ($000) $498 Shares 7,676 Est. Cost $53.98 Unrealized -2.6%
IVW iShares S&P 500 Growth ETF 0.4%
Value ($000) $488 Shares 2,350 Est. Cost $184.42 Unrealized
PPG PPG Industries, Inc. 0.4%
Value ($000) $477 Shares 4,500 Est. Cost $99.02 Unrealized -12.8%
DIS The Walt Disney Company 0.4%
Value ($000) $473 Shares 4,238 Est. Cost $103.24 Unrealized +4.5%
BND Vanguard Total Bond Market Index Fund ETF Shares 0.4%
Value ($000) $465 Shares 5,261 Est. Cost $87.23 Unrealized
BDX Becton, Dickinson & Company 0.4%
Value ($000) $446 Shares 1,865 Est. Cost $185.44 Unrealized +18.8%
IBM International Business Machines Corporation 0.4%
Value ($000) $445 Shares 3,684 Est. Cost $101.09 Unrealized -9.6%
ADBE Adobe Inc 0.4%
Value ($000) $444 Shares 1,021 Est. Cost $286.95 Unrealized +29.1%
CRM Salesforce.com Inc 0.4%
Value ($000) $422 Shares 2,251 Est. Cost $112.35 Unrealized +48.2%
NFLX Netflix Inc 0.4%
Value ($000) $416 Shares 913 Est. Cost $32.04 Unrealized +32.8%
CAT Caterpillar Inc 0.4%
Value ($000) $402 Shares 3,175 Est. Cost $116.22 Unrealized -8.6%
TILT FlexShares Morningstar US Market Factors Tilt Index Fund 0.3%
Value ($000) $392 Shares 3,450 Est. Cost $113.06 Unrealized
WMT Walmart Inc 0.3%
Value ($000) $382 Shares 3,190 Est. Cost $27.82 Unrealized +36.8%
NOW Servicenow Inc 0.3%
Value ($000) $367 Shares 905 Est. Cost $56.68 Unrealized +24.6%
ZTS Zoetis Inc 0.3%
Value ($000) $363 Shares 2,653 Est. Cost $115.31 Unrealized +7.9%
SHW Sherwin-Williams Co 0.3%
Value ($000) $344 Shares 595 Est. Cost $165.85 Unrealized +3.5%
BABA Alibaba Group Holding Limited 0.3%
Value ($000) $335 Shares 1,551 Est. Cost $170.28 Unrealized
GD General Dynamics Corporation 0.3%
Value ($000) $333 Shares 2,226 Est. Cost $167.47 Unrealized -25.8%
ISRG Intuitive Surgical Inc 0.3%
Value ($000) $318 Shares 559 Est. Cost $178.48 Unrealized +0.4%
HON Honeywell International Inc 0.3%
Value ($000) $318 Shares 2,200 Est. Cost $116.76 Unrealized +1.0%
MDLZ Mondelez International Inc 0.3%
Value ($000) $315 Shares 6,162 Est. Cost $35.29 Unrealized +26.3%
ZBH Zimmer Biomet Holdings Inc 0.3%
Value ($000) $307 Shares 2,568 Est. Cost $106.26 Unrealized +3.5%
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 0.3%
Value ($000) $307 Shares 12,162 Est. Cost $24.35 Unrealized
CMG Chipotle Mexican Grill Inc 0.3%
Value ($000) $303 Shares 288 Est. Cost $15.57 Unrealized +18.9%
INTU Intuit Inc 0.3%
Value ($000) $302 Shares 1,019 Est. Cost $257.81 Unrealized +2.7%
LULU Lululemon Athletica Inc 0.3%
Value ($000) $296 Shares 948 Est. Cost $198.75 Unrealized +28.7%
DHR Danaher Corporation 0.3%
Value ($000) $290 Shares 1,639 Est. Cost $86.23 Unrealized +62.4%
ODFL Old Dominion Freight Line, Inc. 0.2%
Value ($000) $275 Shares 1,623 Est. Cost $58.70 Unrealized +26.0%
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares 0.2%
Value ($000) $267 Shares 6,878 Est. Cost $44.19 Unrealized
ROP Roper Technologies Inc 0.2%
Value ($000) $255 Shares 655 Est. Cost $342.48 Unrealized +1.2%
CMCSA Comcast Corporation 0.2%
Value ($000) $253 Shares 6,496 Est. Cost $34.96 Unrealized -6.3%
NWBI Northwest Bancshares Inc 0.2%
Value ($000) $253 Shares 24,768 Est. Cost $7.87 Unrealized -9.8%
MCHP Microchip Tech Inc 0.2%
Value ($000) $251 Shares 2,384 Est. Cost $38.35 Unrealized +5.2%
DOCU DocuSign Inc 0.2%
Value ($000) $241 Shares 1,397 Est. Cost $90.21 Unrealized +39.7%
IWM iShares Russell 2000 ETF 0.2%
Value ($000) $241 Shares 1,681 Est. Cost $145.41 Unrealized
ALL The Allstate Corporation 0.2%
Value ($000) $236 Shares 2,432 Est. Cost $80.20 Unrealized +6.8%
MDU MDU Resources Group Inc 0.2%
Value ($000) $236 Shares 10,650 Est. Cost $8.04 Unrealized -12.5%
C Citigroup Inc. 0.2%
Value ($000) $232 Shares 4,542 Est. Cost $53.89 Unrealized -28.2%
ACWX iShares MSCI ACWI Ex US ETF 0.2%
Value ($000) $232 Shares 5,367 Est. Cost $47.90 Unrealized
PGR The Progressive Corporation 0.2%
Value ($000) $215 Shares 2,693 Est. Cost $64.61 Unrealized +2.7%
FNB F.N.B. Corporation 0.2%
Value ($000) $215 Shares 28,699 Est. Cost $8.84 Unrealized -31.7%
SCHW Schwab Charles Corp 0.2%
Value ($000) $211 Shares 6,240 Est. Cost $42.46 Unrealized -21.9%
Riverview Financial Corp 0.2%
Value ($000) $209 Shares 38,881 Est. Cost $13.59 Unrealized
BRK/B Berkshire Hathaway Inc B Shares 0.2%
Value ($000) $198 Shares 1,111 Est. Cost $195.68 Unrealized -6.7%
CRL Charles River Laboratories International Inc 0.2%
Value ($000) $193 Shares 1,108 Est. Cost $147.64 Unrealized +8.1%
EW Edwards Lifesciences Corp 0.2%
Value ($000) $193 Shares 2,792 Est. Cost $70.25 Unrealized +1.2%
EEM iShares MSCI Emerging Markets 0.2%
Value ($000) $190 Shares 4,760 Est. Cost $42.30 Unrealized
ORLY O'Reilly Automotive Inc 0.2%
Value ($000) $189 Shares 449 Est. Cost $25.22 Unrealized +3.7%
TDOC Teladoc Health, Inc. 0.2%
Value ($000) $187 Shares 980 Est. Cost $88.65 Unrealized +97.7%
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 0.2%
Value ($000) $186 Shares 4,155 Est. Cost $59.22 Unrealized
VOO Vanguard S&P 500 ETF 0.2%
Value ($000) $183 Shares 646 Est. Cost $266.01 Unrealized
QLC Flexshares US Quality Large Cap Index Fund Qulty Lrg CP Indx Etf 0.2%
Value ($000) $182 Shares 5,276 Est. Cost $33.56 Unrealized
DVY iShares Select Dividend ETF 0.2%
Value ($000) $182 Shares 2,257 Est. Cost $98.35 Unrealized
SYK Stryker Corp. 0.2%
Value ($000) $180 Shares 1,000 Est. Cost $182.21 Unrealized -4.7%
APH Amphenol Corporation 0.2%
Value ($000) $180 Shares 1,879 Est. Cost $22.00 Unrealized -3.8%
MAS Masco Corp. 0.2%
Value ($000) $179 Shares 3,556 Est. Cost $34.81 Unrealized +13.2%
CTAS Cintas Corp COMMON 0.2%
Value ($000) $179 Shares 673 Est. Cost $58.09 Unrealized -5.9%
TJX The TJX Compainies, Inc 0.2%
Value ($000) $175 Shares 3,452 Est. Cost $43.37 Unrealized +7.5%
UPS United Parcel Service Inc 0.2%
Value ($000) $174 Shares 1,564 Est. Cost $84.55 Unrealized -5.7%
WFC Wells Fargo & Company 0.2%
Value ($000) $173 Shares 6,776 Est. Cost $38.15 Unrealized -37.2%
ALGN Align Technology Inc 0.2%
Value ($000) $171 Shares 623 Est. Cost $232.34 Unrealized -3.1%
GIS General Mills Inc 0.1%
Value ($000) $168 Shares 2,717 Est. Cost $37.59 Unrealized +32.7%
GL Globe Life Inc 0.1%
Value ($000) $167 Shares 2,250 Est. Cost $86.06 Unrealized -15.9%
PNC The PNC Financial Services Group, Inc 0.1%
Value ($000) $166 Shares 1,582 Est. Cost $107.57 Unrealized -20.1%
GVI Ishares Barclays Intermediate Government/credit Bond Fund Int Gov Credit Etf 0.1%
Value ($000) $161 Shares 1,365 Est. Cost $108.42 Unrealized
NUE Nucor Corporation 0.1%
Value ($000) $160 Shares 3,871 Est. Cost $50.18 Unrealized -27.4%
VO Vanguard Mid-Cap Index Fund ETF Shares 0.1%
Value ($000) $157 Shares 960 Est. Cost $149.18 Unrealized
PZZA Papa John's International, Inc. 0.1%
Value ($000) $156 Shares 1,964 Est. Cost $43.54 Unrealized +47.2%
General Electric Company 0.1%
Value ($000) $156 Shares 22,855 Est. Cost $16.29 Unrealized
BIIB Biogen Inc 0.1%
Value ($000) $155 Shares 578 Est. Cost $318.38 Unrealized -5.6%
VWO Vanguard FTSE Emerging Markets Index Fund ETF Shares 0.1%
Value ($000) $149 Shares 3,757 Est. Cost $45.25 Unrealized
JCI Johnson Controls International PLC 0.1%
Value ($000) $147 Shares 4,317 Est. Cost $31.77 Unrealized -13.6%
COP ConocoPhillips 0.1%
Value ($000) $146 Shares 3,485 Est. Cost $43.89 Unrealized -25.0%
CGNX Cognex Corporation 0.1%
Value ($000) $146 Shares 2,446 Est. Cost $43.14 Unrealized +18.6%
KLAC KLA Corporation 0.1%
Value ($000) $145 Shares 744 Est. Cost $97.62 Unrealized +64.2%
GPN Global Payments Inc 0.1%
Value ($000) $145 Shares 854 Est. Cost $171.76 Unrealized -7.5%
Lam Research Corp 0.1%
Value ($000) $138 Shares 428 Est. Cost $251.04 Unrealized
IJK iShares S&P Mid-CAP 400 Growth ETF 0.1%
Value ($000) $138 Shares 615 Est. Cost $219.12 Unrealized
IWF iShares Russell 1000 Growth ETF 0.1%
Value ($000) $135 Shares 701 Est. Cost $150.59 Unrealized
AXP American Express Company 0.1%
Value ($000) $135 Shares 1,416 Est. Cost $87.48 Unrealized -2.1%
SLB Schlumberger Limited 0.1%
Value ($000) $135 Shares 7,327 Est. Cost $37.28 Unrealized -58.5%
Match Group Inc 0.1%
Value ($000) $134 Shares 1,245 Est. Cost $71.64 Unrealized
MET MetLife Inc 0.1%
Value ($000) $133 Shares 3,643 Est. Cost $39.86 Unrealized -27.3%
DraftKings Inc 0.1%
Value ($000) $132 Shares 3,950 Est. Cost $33.42 Unrealized
ERIE Erie Indemnity Company 0.1%
Value ($000) $131 Shares 681 Est. Cost $125.38 Unrealized +26.0%
KMB Kimberly-Clark Corporation 0.1%
Value ($000) $131 Shares 928 Est. Cost $87.38 Unrealized +29.0%
MO Altria Group Inc 0.1%
Value ($000) $131 Shares 3,346 Est. Cost $34.11 Unrealized -26.8%
GWW W W Grainger Inc 0.1%
Value ($000) $126 Shares 401 Est. Cost $216.36 Unrealized +25.1%
SPGI S&P Global Inc 0.1%
Value ($000) $126 Shares 382 Est. Cost $242.21 Unrealized +18.5%
TTD The Trade Desk Inc 0.1%
Value ($000) $124 Shares 306 Est. Cost $25.06 Unrealized +20.3%
ADM Archer-Daniels-Midland Company 0.1%
Value ($000) $120 Shares 3,000 Est. Cost $33.11 Unrealized -3.6%
BP BP PLC 0.1%
Value ($000) $120 Shares 5,125 Est. Cost $41.94 Unrealized
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares 0.1%
Value ($000) $119 Shares 2,500 Est. Cost $54.80 Unrealized
SNPS Synopsys Inc 0.1%
Value ($000) $118 Shares 602 Est. Cost $142.46 Unrealized +15.9%
IJR iShares Core S&P Small-CAP 0.1%
Value ($000) $113 Shares 1,662 Est. Cost $80.22 Unrealized
IWR iShares Russell Mid-CAP ETF 0.1%
Value ($000) $113 Shares 2,100 Est. Cost $57.22 Unrealized
DDOG Datadog Inc 0.1%
Value ($000) $110 Shares 1,267 Est. Cost $41.22 Unrealized +47.7%
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.1%
Value ($000) $109 Shares 2,269 Est. Cost $47.67 Unrealized
MS Morgan Stanley 0.1%
Value ($000) $108 Shares 2,241 Est. Cost $38.27 Unrealized -8.0%
HDV iShares Core High Dividend 0.1%
Value ($000) $105 Shares 1,288 Est. Cost $81.52 Unrealized
AMAT Applied Materials Inc 0.1%
Value ($000) $98 Shares 1,621 Est. Cost $39.58 Unrealized +29.5%
RTX Raytheon Technologies Corp 0.1%
Value ($000) $96 Shares 1,558 Est. Cost $54.61 Unrealized 0.0%
SHOP Shopify Inc 0.1%
Value ($000) $95 Shares 101 Est. Cost $45.08 Unrealized +54.0%
Iaa Inc. Corp. 0.1%
Value ($000) $93 Shares 2,387 Est. Cost $36.17 Unrealized
MSCI MSCI Inc 0.1%
Value ($000) $92 Shares 276 Est. Cost $267.94 Unrealized +14.1%
ETN Eaton Corporation PLC 0.1%
Value ($000) $91 Shares 1,039 Est. Cost $68.80 Unrealized +8.7%
FTV Fortive Corp 0.1%
Value ($000) $91 Shares 1,350 Est. Cost $42.95 Unrealized -11.3%
QUAL iShares Edge MSCI USA Quality Factor ETF 0.1%
Value ($000) $90 Shares 937 Est. Cost $89.68 Unrealized
HYG iShares iBoxx $ High Yield Corporate Bond ETF 0.1%
Value ($000) $89 Shares 1,093 Est. Cost $86.79 Unrealized
BSV Vanguard Short-Term Bond Index Fund ETF Shares 0.1%
Value ($000) $89 Shares 1,075 Est. Cost $79.43 Unrealized
EBAY eBay Inc 0.1%
Value ($000) $83 Shares 1,591 Est. Cost $35.59 Unrealized +8.0%
Alexion Pharmaceuticals 0.1%
Value ($000) $80 Shares 710 Est. Cost $117.39 Unrealized
TRV Travelers Companies Inc 0.1%
Value ($000) $80 Shares 700 Est. Cost $110.49 Unrealized -15.3%
IWO iShares Russell 2000 Growth ETF 0.1%
Value ($000) $80 Shares 388 Est. Cost $189.04 Unrealized
Twitter Inc 0.1%
Value ($000) $78 Shares 2,631 Est. Cost $29.15 Unrealized
VB Vanguard Small-Cap Index Fund ETF Shares 0.1%
Value ($000) $77 Shares 530 Est. Cost $147.80 Unrealized
VDC Vanguard Consumer Staples Index Fund ETF Shares 0.1%
Value ($000) $74 Shares 498 Est. Cost $159.31 Unrealized
LHX L3Harris Technologies Inc 0.1%
Value ($000) $72 Shares 427 Est. Cost $180.33 Unrealized -7.0%
AWK American Water Works Company, Inc 0.1%
Value ($000) $72 Shares 560 Est. Cost $84.91 Unrealized +31.8%
FLRN SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 0.1%
Value ($000) $71 Shares 2,331 Est. Cost $30.46 Unrealized
IBB iShares Nasdaq Biotechnology ETF 0.1%
Value ($000) $71 Shares 522 Est. Cost $136.02 Unrealized
QDF FlexShares Quality Dividend Index Fund 0.1%
Value ($000) $69 Shares 1,625 Est. Cost $45.15 Unrealized
ROST Ross Stores Inc 0.1%
Value ($000) $68 Shares 800 Est. Cost $85.43 Unrealized +0.3%
VYM Vanguard High Dividend Yield Index Fund ETF Shares 0.1%
Value ($000) $67 Shares 847 Est. Cost $81.20 Unrealized
Etrade Financial Corporation 0.1%
Value ($000) $66 Shares 1,329 Est. Cost $51.07 Unrealized
Slack Technologies Inc 0.1%
Value ($000) $64 Shares 2,060 Est. Cost $27.59 Unrealized
EOG EOG Resources Inc 0.1%
Value ($000) $64 Shares 1,265 Est. Cost $76.35 Unrealized -51.1%
DGRW Wisdom Tree US Quality Dividend Growth Fund 0.1%
Value ($000) $63 Shares 1,394 Est. Cost $43.04 Unrealized
IWN iShares Russell 2000 Value ETF 0.1%
Value ($000) $63 Shares 645 Est. Cost $115.71 Unrealized
GPC Genuine Parts Company 0.1%
Value ($000) $61 Shares 700 Est. Cost $72.09 Unrealized -6.6%
PGX Invesco Preferred ETF 0.1%
Value ($000) $61 Shares 4,345 Est. Cost $14.57 Unrealized
BAC Bank of America Corporation 0.1%
Value ($000) $61 Shares 2,561 Est. Cost $27.16 Unrealized -24.3%
VIG Vanguard Dividend Appreciation Index Fund ETF Shares 0.1%
Value ($000) $60 Shares 508 Est. Cost $67.20 Unrealized
CSX CSX Corporation 0.1%
Value ($000) $59 Shares 844 Est. Cost $21.10 Unrealized -2.8%
The Cooper Companies Inc 0.1%
Value ($000) $57 Shares 200 Est. Cost $295.00 Unrealized
NFG National Fuel Gas Company 0.1%
Value ($000) $57 Shares 1,356 Est. Cost $53.34 Unrealized -23.5%
CME CME Group Inc. 0.0%
Value ($000) $56 Shares 345 Est. Cost $159.71 Unrealized -9.6%
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $53 Shares 874 Est. Cost $63.58 Unrealized
FTSM First Trust Enhanced Short Maturity ETF 0.0%
Value ($000) $53 Shares 878 Est. Cost $60.36 Unrealized
BAX Baxter International Inc 0.0%
Value ($000) $53 Shares 615 Est. Cost $61.89 Unrealized +25.5%
DE Deere & Company 0.0%
Value ($000) $52 Shares 329 Est. Cost $131.09 Unrealized +2.4%
Activision Blizzard Inc 0.0%
Value ($000) $51 Shares 675 Est. Cost $68.57 Unrealized
XYZ Square, Inc. 0.0%
Value ($000) $50 Shares 480 Est. Cost $71.40 Unrealized +7.2%
WEC Wec Energy Group INC CORP COMMON 0.0%
Value ($000) $50 Shares 566 Est. Cost $57.41 Unrealized +30.8%
VNQ Vanguard Real Estate Index Fund ETF Shares 0.0%
Value ($000) $49 Shares 620 Est. Cost $81.85 Unrealized
ACWI iShares MSCI ACWI 0.0%
Value ($000) $49 Shares 665 Est. Cost $73.68 Unrealized
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.0%
Value ($000) $49 Shares 709 Est. Cost $56.42 Unrealized
CB Chubb Ltd CORP COMMON 0.0%
Value ($000) $48 Shares 380 Est. Cost $119.28 Unrealized -11.0%
DD DuPont De Nemours Inc 0.0%
Value ($000) $47 Shares 879 Est. Cost $27.24 Unrealized -36.0%
LLY Eli Lilly and Company 0.0%
Value ($000) $47 Shares 285 Est. Cost $90.39 Unrealized +59.2%
LQD iShares iBoxx USD Investment Grade Corporate Bond ETF 0.0%
Value ($000) $47 Shares 350 Est. Cost $123.97 Unrealized
PANW Palo Alto Networks Inc 0.0%
Value ($000) $46 Shares 202 Est. Cost $35.65 Unrealized -1.2%
MKTX MarketAxess Holdings Inc. 0.0%
Value ($000) $46 Shares 92 Est. Cost $343.80 Unrealized +27.4%
EFAD ProShares MSCI EAFE Dividend Growers ETF 0.0%
Value ($000) $45 Shares 1,210 Est. Cost $38.02 Unrealized
RSG Republic Services Inc 0.0%
Value ($000) $45 Shares 552 Est. Cost $80.04 Unrealized -6.9%
KSS Kohl's Corporation 0.0%
Value ($000) $44 Shares 2,131 Est. Cost $47.91 Unrealized -59.8%
PSX Phillips 66 0.0%
Value ($000) $43 Shares 600 Est. Cost $69.29 Unrealized -18.9%
AEP American Electric Power Company Inc 0.0%
Value ($000) $41 Shares 515 Est. Cost $55.23 Unrealized +20.6%
URI United Rentals Inc 0.0%
Value ($000) $39 Shares 262 Est. Cost $120.33 Unrealized +2.1%
NOC Northrop Grumman Corporation 0.0%
Value ($000) $38 Shares 125 Est. Cost $244.47 Unrealized +22.1%
TSM Taiwan Semiconductor Manufacturing Company Limited 0.0%
Value ($000) $36 Shares 624 Est. Cost $39.83 Unrealized
RAVI FlexShares Ready Access Variable Income Fund 0.0%
Value ($000) $36 Shares 475 Est. Cost $75.44 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $35 Shares 619 Est. Cost $63.86 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $35 Shares 680 Est. Cost $46.01 Unrealized 0.0%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $34 Shares 305 Est. Cost $128.02 Unrealized
ADP Automatic Data Processing Inc 0.0%
Value ($000) $33 Shares 220 Est. Cost $124.96 Unrealized +1.6%
WM Waste Management Inc. 0.0%
Value ($000) $32 Shares 305 Est. Cost $93.61 Unrealized -1.6%
XBI Spdr S&p Biotech Etf 0.0%
Value ($000) $31 Shares 279 Est. Cost $111.11 Unrealized
RGEN Repligen Corporation 0.0%
Value ($000) $31 Shares 250 Est. Cost $96.54 Unrealized +21.9%
SUN Sunoco Lp Unt 0.0%
Value ($000) $31 Shares 1,350 Est. Cost $28.20 Unrealized
TIP iShares Tips Bond ETF 0.0%
Value ($000) $30 Shares 245 Est. Cost $115.02 Unrealized
BKNG Booking Holdings Inc 0.0%
Value ($000) $30 Shares 19 Est. Cost $1817.27 Unrealized -17.6%
EXPE Expedia Group Inc 0.0%
Value ($000) $30 Shares 365 Est. Cost $72.14 Unrealized 0.0%
VGT Vanguard Information Technology Index Fund ETF Shares 0.0%
Value ($000) $30 Shares 109 Est. Cost $247.71 Unrealized
HAL Halliburton Company 0.0%
Value ($000) $30 Shares 2,279 Est. Cost $33.07 Unrealized -70.4%
MDT Medtronic PLC NPV 0.0%
Value ($000) $30 Shares 326 Est. Cost $78.35 Unrealized +4.4%
Unilever PLC 0.0%
Value ($000) $30 Shares 540 Est. Cost $55.56 Unrealized
LYB LyondellBasell Industries 0.0%
Value ($000) $29 Shares 436 Est. Cost $47.28 Unrealized -13.7%
ALC Alcon Inc 0.0%
Value ($000) $29 Shares 502 Est. Cost $57.87 Unrealized -3.5%
FE FirstEnergy Corp 0.0%
Value ($000) $29 Shares 750 Est. Cost $23.31 Unrealized +39.9%
TROW T. Rowe Price Group, Inc. 0.0%
Value ($000) $28 Shares 224 Est. Cost $86.61 Unrealized +3.7%
Zymeworks INC CORP COMMON 0.0%
Value ($000) $28 Shares 775 Est. Cost $40.46 Unrealized
OTIS Otis Worldwide Corp 0.0%
Value ($000) $28 Shares 496 Est. Cost $47.48 Unrealized 0.0%
STZ Constellation Brands Inc 0.0%
Value ($000) $28 Shares 160 Est. Cost $174.00 Unrealized -12.7%
CTVA Corteva Inc 0.0%
Value ($000) $27 Shares 1,014 Est. Cost $25.02 Unrealized -2.7%
QSR Restaurant Brands International Inc 0.0%
Value ($000) $27 Shares 501 Est. Cost $50.43 Unrealized 0.0%
NTRS Northern Trust Corporation 0.0%
Value ($000) $27 Shares 345 Est. Cost $84.53 Unrealized -21.2%
AEE Ameren Corp 0.0%
Value ($000) $27 Shares 385 Est. Cost $63.64 Unrealized -3.4%
XYL Xylem Inc 0.0%
Value ($000) $26 Shares 400 Est. Cost $73.46 Unrealized -15.9%
QQQ Invesco QQQ Trust ETF 0.0%
Value ($000) $25 Shares 100 Est. Cost $189.39 Unrealized
GQRE FlexShares Global Quality Real Estate Index Fund 0.0%
Value ($000) $24 Shares 470 Est. Cost $63.01 Unrealized
IHF iShares U.S. Healthcare Providers ETF 0.0%
Value ($000) $24 Shares 123 Est. Cost $203.25 Unrealized
CMS CMS Energy Corporation 0.0%
Value ($000) $24 Shares 413 Est. Cost $51.97 Unrealized -6.0%
PTON Peloton Interactive Inc 0.0%
Value ($000) $23 Shares 390 Est. Cost $26.94 Unrealized +53.6%
RCL Royal Caribbean Cruises LTD 0.0%
Value ($000) $23 Shares 450 Est. Cost $89.00 Unrealized -50.0%
SDY SPDR S&P Dividend 0.0%
Value ($000) $23 Shares 255 Est. Cost $92.86 Unrealized
LAKE Lakeland Industries Inc 0.0%
Value ($000) $22 Shares 972 Est. Cost $16.37 Unrealized 0.0%
SMDV ProShares Russell 2000 Dividend Growers ETF 0.0%
Value ($000) $22 Shares 455 Est. Cost $57.14 Unrealized
AGG iShares Core US Aggregate Bond ETF 0.0%
Value ($000) $22 Shares 189 Est. Cost $109.22 Unrealized
CTRA Cabot Oil & Gas Corp 0.0%
Value ($000) $22 Shares 1,300 Est. Cost $14.77 Unrealized 0.0%
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $22 Shares 471 Est. Cost $46.71 Unrealized
CARR Carrier Global Corp 0.0%
Value ($000) $22 Shares 992 Est. Cost $17.13 Unrealized 0.0%
BK The Bank of New York Mellon Corp 0.0%
Value ($000) $22 Shares 566 Est. Cost $42.61 Unrealized -27.1%
GILD Gilead Sciences Inc 0.0%
Value ($000) $22 Shares 282 Est. Cost $54.51 Unrealized +12.8%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $21 Shares 560 Est. Cost $50.66 Unrealized -46.4%
IVZ Invesco LTD 0.0%
Value ($000) $21 Shares 1,915 Est. Cost $12.88 Unrealized -45.3%
EQIX Equinix Inc (REIT) 0.0%
Value ($000) $21 Shares 30 Est. Cost $608.81 Unrealized 0.0%
Clovis Oncology INC CORP COMMON 0.0%
Value ($000) $21 Shares 3,050 Est. Cost $8.22 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $20 Shares 115 Est. Cost $138.21 Unrealized +0.8%
BMRN BioMarin Pharmaceutical Inc 0.0%
Value ($000) $20 Shares 165 Est. Cost $99.39 Unrealized 0.0%
GPK Graphic Packaging Holding CO 0.0%
Value ($000) $20 Shares 1,410 Est. Cost $13.45 Unrealized 0.0%
APT Alpha Pro Tech, Ltd. 0.0%
Value ($000) $20 Shares 1,113 Est. Cost $13.81 Unrealized 0.0%
Eldorado Resorts Inc 0.0%
Value ($000) $20 Shares 500 Est. Cost $36.00 Unrealized
Discover Financial Services 0.0%
Value ($000) $20 Shares 400 Est. Cost $77.50 Unrealized
DG Dollar General Corporation 0.0%
Value ($000) $19 Shares 100 Est. Cost $119.11 Unrealized +40.3%
SBAC SBA Communications Corporation 0.0%
Value ($000) $18 Shares 60 Est. Cost $274.07 Unrealized 0.0%
FDX FedEx Corporation 0.0%
Value ($000) $18 Shares 125 Est. Cost $137.51 Unrealized -17.7%
COF Capital One Financial Corporation 0.0%
Value ($000) $18 Shares 287 Est. Cost $86.78 Unrealized -34.7%
USB US Bancorp 0.0%
Value ($000) $18 Shares 500 Est. Cost $38.16 Unrealized -27.0%
OGE OGE Energy Corp 0.0%
Value ($000) $18 Shares 600 Est. Cost $41.42 Unrealized -25.4%
GS The Goldman Sachs Group Inc 0.0%
Value ($000) $18 Shares 90 Est. Cost $168.05 Unrealized -2.3%
Glaxosmithkline PLC Sponsored ADR 0.0%
Value ($000) $17 Shares 413 Est. Cost $38.56 Unrealized
EA Electronic Arts Inc 0.0%
Value ($000) $17 Shares 125 Est. Cost $114.88 Unrealized 0.0%
REET iShares Global REIT ETF 0.0%
Value ($000) $17 Shares 799 Est. Cost $21.28 Unrealized
Cerner Corporation 0.0%
Value ($000) $16 Shares 240 Est. Cost $66.67 Unrealized
SPOT Spotify Technology S.A. 0.0%
Value ($000) $16 Shares 62 Est. Cost $140.16 Unrealized +22.3%
Aptiv PLC 0.0%
Value ($000) $16 Shares 200 Est. Cost $80.00 Unrealized
Bank Of America Corp 7.25 Series L Convertible 12/31/49 0.0%
Value ($000) $16 Shares 12 Est. Cost $1333.33 Unrealized
RYAAY Ryanair Holdings PLC 0.0%
Value ($000) $16 Shares 240 Est. Cost $66.67 Unrealized
KHC The Kraft Heinz Company 0.0%
Value ($000) $15 Shares 475 Est. Cost $34.13 Unrealized -32.4%
BFH Alliance Data Systems 0.0%
Value ($000) $15 Shares 340 Est. Cost $160.11 Unrealized -79.8%
HIG The Hartford Financial Services Group, Inc 0.0%
Value ($000) $15 Shares 400 Est. Cost $46.60 Unrealized -27.7%
AAL American Airlines Group Inc 0.0%
Value ($000) $14 Shares 1,100 Est. Cost $21.79 Unrealized -44.3%
LOW Lowes Companies Inc 0.0%
Value ($000) $14 Shares 102 Est. Cost $86.62 Unrealized +19.3%
Nikola Corporation 0.0%
Value ($000) $14 Shares 200 Est. Cost $70.00 Unrealized
Royal Dutch Shell PLC Sponsored ADR B 0.0%
Value ($000) $14 Shares 452 Est. Cost $48.89 Unrealized
PLD Prologis Inc 0.0%
Value ($000) $14 Shares 150 Est. Cost $74.69 Unrealized +2.1%
Royce Value Trust Inc. 0.0%
Value ($000) $13 Shares 1,038 Est. Cost $16.38 Unrealized
WTRG Essential Utilities Inc 0.0%
Value ($000) $13 Shares 300 Est. Cost $47.18 Unrealized -10.5%
BURL Burlington Stores Inc 0.0%
Value ($000) $13 Shares 64 Est. Cost $161.22 Unrealized +16.8%
CX CEMEX, S.A.B. de C.V. 0.0%
Value ($000) $13 Shares 4,355 Est. Cost $4.59 Unrealized
OXY Occidental Petroleum Corporation 0.0%
Value ($000) $13 Shares 723 Est. Cost $38.48 Unrealized -61.5%
FCX Freeport-McMoRan Inc 0.0%
Value ($000) $13 Shares 1,100 Est. Cost $10.69 Unrealized -19.8%
VLO Valero Energy Corporation 0.0%
Value ($000) $12 Shares 200 Est. Cost $61.06 Unrealized -21.8%
F Ford Motor Company 0.0%
Value ($000) $12 Shares 2,052 Est. Cost $7.07 Unrealized -40.5%
DES WisdomTree US SmallCap Dividend Fund 0.0%
Value ($000) $12 Shares 582 Est. Cost $20.62 Unrealized
MFC Manulife Financial Corporation 0.0%
Value ($000) $12 Shares 840 Est. Cost $16.45 Unrealized -23.5%
EMR Emerson Electric Co. 0.0%
Value ($000) $12 Shares 200 Est. Cost $56.93 Unrealized -11.7%
EPD Enterprise Products Partners L.P. 0.0%
Value ($000) $12 Shares 670 Est. Cost $27.77 Unrealized
FMC FMC Corporation 0.0%
Value ($000) $11 Shares 110 Est. Cost $77.89 Unrealized 0.0%
SRE Sempra Energy 0.0%
Value ($000) $11 Shares 91 Est. Cost $59.96 Unrealized -14.8%
EXC Exelon Corporation 0.0%
Value ($000) $11 Shares 300 Est. Cost $22.82 Unrealized -4.9%
ATRO Astronics Corporation 0.0%
Value ($000) $11 Shares 1,072 Est. Cost $31.49 Unrealized -70.2%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $11 Shares 30 Est. Cost $330.32 Unrealized 0.0%
CAG Conagra Brands Inc 0.0%
Value ($000) $11 Shares 300 Est. Cost $17.39 Unrealized +50.7%
CPRT Copart Inc 0.0%
Value ($000) $10 Shares 120 Est. Cost $20.07 Unrealized 0.0%
DLTR Dollar Tree Inc 0.0%
Value ($000) $10 Shares 110 Est. Cost $83.41 Unrealized 0.0%
JNK SPDR SER Bloomberg Barclays High Yield Bond ETF 0.0%
Value ($000) $10 Shares 101 Est. Cost $108.94 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $10 Shares 500 Est. Cost $20.28 Unrealized -26.8%
UGI UGI Corp 0.0%
Value ($000) $10 Shares 318 Est. Cost $49.97 Unrealized -39.3%
UAA Under Armour Inc Class A 0.0%
Value ($000) $10 Shares 1,048 Est. Cost $22.35 Unrealized -57.5%
AZO AutoZone Inc 0.0%
Value ($000) $10 Shares 9 Est. Cost $897.60 Unrealized +17.4%
RACE Ferrari N.V. 0.0%
Value ($000) $9 Shares 50 Est. Cost $131.61 Unrealized +22.5%
DELL Dell Technologies Inc 0.0%
Value ($000) $9 Shares 160 Est. Cost $20.60 Unrealized 0.0%
Bristol-Myers Squibb CVR 0.0%
Value ($000) $9 Shares 2,401 Est. Cost $2.71 Unrealized
TMUS T-Mobile US, Inc. 0.0%
Value ($000) $9 Shares 88 Est. Cost $67.59 Unrealized +37.0%
YUM Yum Brands Inc. 0.0%
Value ($000) $9 Shares 100 Est. Cost $68.23 Unrealized +12.6%
MCO Moody's Corporation 0.0%
Value ($000) $8 Shares 30 Est. Cost $242.42 Unrealized 0.0%
MTN Vail Resorts Inc 0.0%
Value ($000) $8 Shares 45 Est. Cost $232.93 Unrealized -24.9%
INCY Incyte Corporation 0.0%
Value ($000) $8 Shares 75 Est. Cost $96.40 Unrealized 0.0%
Total S.A. ADR 0.0%
Value ($000) $8 Shares 220 Est. Cost $36.36 Unrealized
CBRE CBRE Group Inc 0.0%
Value ($000) $8 Shares 185 Est. Cost $47.68 Unrealized -9.6%
CHTR Charter Communications Inc 0.0%
Value ($000) $8 Shares 15 Est. Cost $507.25 Unrealized 0.0%
IJT iShares S&P Small-Cap 600 Growth ETF 0.0%
Value ($000) $7 Shares 43 Est. Cost $168.54 Unrealized
BA The Boeing Company 0.0%
Value ($000) $7 Shares 36 Est. Cost $335.25 Unrealized -54.2%
CBOE Cboe Global Markets Inc 0.0%
Value ($000) $7 Shares 80 Est. Cost $91.32 Unrealized 0.0%
M Macy's Inc. 0.0%
Value ($000) $7 Shares 996 Est. Cost $21.94 Unrealized -71.9%
AFL AFLAC Incorporated 0.0%
Value ($000) $7 Shares 200 Est. Cost $36.04 Unrealized -12.4%
VBR Vanguard Small Cap Value Etf 0.0%
Value ($000) $7 Shares 63 Est. Cost $133.52 Unrealized
HBAN Huntington Bancshares Incorporated 0.0%
Value ($000) $7 Shares 749 Est. Cost $9.68 Unrealized -29.6%
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $68.43 Unrealized -17.9%
Teekay LNG Partners L.P. 0.0%
Value ($000) $6 Shares 500 Est. Cost $20.00 Unrealized
Aurora Cannabis Inc 0.0%
Value ($000) $6 Shares 494 Est. Cost $12.15 Unrealized
Pioneer Natural Resources Company 0.0%
Value ($000) $6 Shares 60 Est. Cost $100.00 Unrealized
BHF Brighthouse Financial Inc 0.0%
Value ($000) $6 Shares 228 Est. Cost $57.64 Unrealized -52.2%
ViacomCBS Inc Class B 0.0%
Value ($000) $6 Shares 250 Est. Cost $42.86 Unrealized
MTB M&T Bank Corporation 0.0%
Value ($000) $6 Shares 55 Est. Cost $87.80 Unrealized 0.0%
SO The Southern Company 0.0%
Value ($000) $6 Shares 118 Est. Cost $41.30 Unrealized +8.4%
MRNA Moderna INC CORP COMMON 0.0%
Value ($000) $6 Shares 100 Est. Cost $54.76 Unrealized 0.0%
VOE Vanguard Mid-Cap Value Index Fund ETF Shares 0.0%
Value ($000) $6 Shares 65 Est. Cost $121.89 Unrealized
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $6 Shares 100 Est. Cost $63.73 Unrealized -13.5%
ENDRA Life Sciences Inc 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $1.00 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $5 Shares 108 Est. Cost $74.07 Unrealized
USO United States Oil Fund LP 0.0%
Value ($000) $5 Shares 167 Est. Cost $29.94 Unrealized
HII Huntington Ingalls Industries, Inc. 0.0%
Value ($000) $5 Shares 27 Est. Cost $201.89 Unrealized -19.2%
Textainer Group Holdings Ltd Holding CORP COMMON 0.0%
Value ($000) $5 Shares 575 Est. Cost $20.87 Unrealized
Concho Resources Inc 0.0%
Value ($000) $5 Shares 95 Est. Cost $52.63 Unrealized
Crescent Point Energy 0.0%
Value ($000) $5 Shares 3,000 Est. Cost $3.33 Unrealized
KMI Kinder Morgan Inc 0.0%
Value ($000) $5 Shares 300 Est. Cost $10.85 Unrealized 0.0%
CHWY Chewy Inc 0.0%
Value ($000) $4 Shares 100 Est. Cost $43.62 Unrealized 0.0%
NIO Nio INC Ads Rep 1 CLASS A CORP COMMON 0.0%
Value ($000) $4 Shares 500 Est. Cost $8.00 Unrealized
VUG Vanguard Growth Index Fund ETF Shares 0.0%
Value ($000) $4 Shares 20 Est. Cost $161.46 Unrealized
WDAY Workday, Inc. 0.0%
Value ($000) $4 Shares 19 Est. Cost $187.62 Unrealized -13.8%
Xilinx Inc 0.0%
Value ($000) $4 Shares 39 Est. Cost $99.86 Unrealized
AYI Acuity Brands Inc 0.0%
Value ($000) $4 Shares 40 Est. Cost $129.66 Unrealized -33.3%
HOG Harley Davidson Inc Com 0.0%
Value ($000) $3 Shares 114 Est. Cost $30.12 Unrealized -27.8%
CoreLogic Inc 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
CTSH Cognizant Technology Solutions Corporation 0.0%
Value ($000) $3 Shares 55 Est. Cost $65.14 Unrealized -24.3%
Rite Aid Corporation 0.0%
Value ($000) $3 Shares 150 Est. Cost $6.67 Unrealized
MIDD Middleby Corp 0.0%
Value ($000) $3 Shares 35 Est. Cost $125.88 Unrealized -48.5%
NEE Nextera Energy Inc 0.0%
Value ($000) $3 Shares 12 Est. Cost $37.45 Unrealized +38.8%
Sirius XM Holdings Inc 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.00 Unrealized
Menlo Therapeutics Inc 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
MFA Financial Inc 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
XHR Xenia Hotels & Resorts Inc 0.0%
Value ($000) $2 Shares 225 Est. Cost $22.22 Unrealized
XRX Xerox Holdings Corporation 0.0%
Value ($000) $2 Shares 133 Est. Cost $17.25 Unrealized 0.0%
PAA Plains All American Pipeline LP 0.0%
Value ($000) $2 Shares 200 Est. Cost $25.00 Unrealized
ABUS Arbutus Biopharma Corporation 0.0%
Value ($000) $2 Shares 1,045 Est. Cost $1.64 Unrealized 0.0%
TAYD Taylor Devices Inc. 0.0%
Value ($000) $2 Shares 205 Est. Cost $11.94 Unrealized -13.8%
NCLH Norwegian Cruise Line Holdings Ltd CORP COMMON 0.0%
Value ($000) $2 Shares 100 Est. Cost $14.65 Unrealized 0.0%
UAL United Contl Holdings 0.0%
Value ($000) $2 Shares 50 Est. Cost $29.99 Unrealized 0.0%
MGK Vanguard Mega Cap Growth Index Fund ETF Shares 0.0%
Value ($000) $2 Shares 14 Est. Cost $114.29 Unrealized
CCL Carnival Corporation 0.0%
Value ($000) $2 Shares 123 Est. Cost $24.86 Unrealized -39.7%
PLAY Dave & Buster's Entertainment INC Busters CORP COMMON 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.32 Unrealized 0.0%
IHI Ishares Dow Jones US Medical Devices ETF 0.0%
Value ($000) $2 Shares 8 Est. Cost $222.22 Unrealized
Chimerix Inc 0.0%
Value ($000) $2 Shares 737 Est. Cost $2.71 Unrealized
Briggs & Stratton Corporation 0.0%
Value ($000) $1 Shares 600 Est. Cost $25.00 Unrealized
IGSB iShares Short-Term Corporate Bond ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $107.14 Unrealized
PK Park Hotels & Resorts Inc. 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $1 Shares 27 Est. Cost $33.33 Unrealized
DVN Devon Energy Corporation 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.39 Unrealized 0.0%
SKYY First Trust Cloud Computing ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $45.45 Unrealized
Nextier Oilfield Solutions Inc 0.0%
Value ($000) $1 Shares 250 Est. Cost $8.00 Unrealized
VIAV Viavi Solutions Inc 0.0%
Value ($000) $1 Shares 62 Est. Cost $11.99 Unrealized 0.0%
LITE Lumentum Holdings Inc 0.0%
Value ($000) $1 Shares 12 Est. Cost $76.19 Unrealized 0.0%
EVRG Evergy Inc 0.0%
Value ($000) $1 Shares 15 Est. Cost $43.96 Unrealized +7.7%
GAP The Gap Inc 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.43 Unrealized 0.0%
IQV IQVIA Holdings Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $149.40 Unrealized -9.3%
AA Alcoa Corp COMMON 0.0%
Value ($000) $0 Shares 33 Est. Cost $29.43 Unrealized -71.0%
GTX Garrett Motion Inc 0.0%
Value ($000) $0 Shares 25 Est. Cost $15.61 Unrealized -68.7%
UBER Uber Technologies Inc. 0.0%
Value ($000) $0 Shares 10 Est. Cost $37.94 Unrealized -17.9%
BIO-key International Inc 0.0%
Value ($000) $0 Shares 250 Est. Cost Unrealized
UAMY United States Antimony Corp. 0.0%
Value ($000) $0 Shares 34 Est. Cost $0.68 Unrealized -43.2%
Ealge Bulk Shipping Inc 0.0%
Value ($000) $0 Shares 37 Est. Cost Unrealized
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 -45.6%
BIP Brookfield Infrastructure LP 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
Plus Therapeutics Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
Mallinckrodt PLC 0.0%
Value ($000) $0 Shares 300 Est. Cost $23.29 Unrealized
WY Weyerhaeuser Co 0.0%
Value ($000) $0 Shares 14 Est. Cost $20.75 Unrealized -20.8%
REZI Resideo Technologies Inc 0.0%
Value ($000) $0 Shares 41 Est. Cost $21.87 Unrealized -68.2%
CC The Chemours Company 0.0%
Value ($000) $0 Shares 8 Est. Cost $13.00 Unrealized -21.2%
CELG-R Bristol-Myers Squibb Co Contingent Value RT Assumed 0.0%
Value ($000) $0 Shares 63 Est. Cost Unrealized
CNDT Conduent Incorporated 0.0%
Value ($000) $0 Shares 106 Est. Cost $2.32 Unrealized 0.0%
T-Mobile US Inc Voluntary Rights Offering Expires 7/27/20 0.0%
Value ($000) $0 Shares 88 Est. Cost Unrealized