CNB Bank Diversified Active

CIK: 0001732074 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 26, 2020

Total Value ($000): $118,805 (100.0% shares, 0.0% debt)

Holdings (388)

AMZN Amazon.com Inc 5.5%
Value ($000) $6,581 Shares 2,090 Est. Cost $105.95 Unrealized +48.8%
AAPL Apple Inc 4.3%
Value ($000) $5,089 Shares 43,938 Est. Cost $88.59 Unrealized +19.6%
MSFT Microsoft Corporation 3.8%
Value ($000) $4,475 Shares 21,275 Est. Cost $105.44 Unrealized +90.4%
XOM Exxon Mobil Corporation 3.4%
Value ($000) $4,065 Shares 118,411 Est. Cost $37.37 Unrealized -13.5%
UNP Union Pacific Corporation 2.6%
Value ($000) $3,094 Shares 15,714 Est. Cost $115.04 Unrealized +43.3%
CCNE CNB Financial Corporation 2.5%
Value ($000) $2,954 Shares 198,674 Est. Cost $20.53 Unrealized -32.4%
PG Procter & Gamble 2.3%
Value ($000) $2,750 Shares 19,788 Est. Cost $75.52 Unrealized +54.1%
PFE Pfizer Inc 2.3%
Value ($000) $2,706 Shares 73,733 Est. Cost $24.73 Unrealized +9.6%
META Facebook Inc 1.7%
Value ($000) $1,964 Shares 7,500 Est. Cost $188.76 Unrealized +35.7%
JPM JPMorgan Chase & Co 1.6%
Value ($000) $1,947 Shares 20,227 Est. Cost $84.29 Unrealized +1.4%
MCD McDonald's Corporation 1.6%
Value ($000) $1,917 Shares 8,732 Est. Cost $141.71 Unrealized +28.0%
ABBV AbbVie Inc 1.4%
Value ($000) $1,695 Shares 19,347 Est. Cost $64.18 Unrealized +18.9%
JNJ Johnson & Johnson 1.4%
Value ($000) $1,607 Shares 10,791 Est. Cost $111.43 Unrealized +14.0%
QCOM QUALCOMM Incorporated 1.3%
Value ($000) $1,556 Shares 13,221 Est. Cost $57.74 Unrealized +64.8%
PEP PepsiCo Inc 1.3%
Value ($000) $1,502 Shares 10,840 Est. Cost $100.43 Unrealized +14.7%
VZ Verizon Communications Inc 1.2%
Value ($000) $1,476 Shares 24,804 Est. Cost $35.85 Unrealized +18.7%
GOOG Alphabet Inc Class C 1.2%
Value ($000) $1,466 Shares 998 Est. Cost $53.42 Unrealized +41.8%
CVX Chevron Corporation 1.2%
Value ($000) $1,418 Shares 19,698 Est. Cost $87.24 Unrealized -23.8%
HD The Home Depot Inc 1.2%
Value ($000) $1,384 Shares 4,984 Est. Cost $143.91 Unrealized +65.1%
INTC Intel Corporation 1.1%
Value ($000) $1,362 Shares 26,295 Est. Cost $39.06 Unrealized +19.1%
PM Philip Morris International Inc 1.1%
Value ($000) $1,338 Shares 17,846 Est. Cost $61.66 Unrealized -4.5%
AMGN Amgen Inc 1.1%
Value ($000) $1,315 Shares 5,174 Est. Cost $166.49 Unrealized +25.9%
MRK Merck & Co. Inc 1.0%
Value ($000) $1,219 Shares 14,696 Est. Cost $55.81 Unrealized +18.1%
TGT Target Corporation 1.0%
Value ($000) $1,214 Shares 7,715 Est. Cost $87.14 Unrealized +36.2%
AMP Ameriprise Financial Inc 1.0%
Value ($000) $1,162 Shares 7,537 Est. Cost $128.09 Unrealized +10.4%
NVS Novartis AG 1.0%
Value ($000) $1,150 Shares 13,226 Est. Cost $86.18 Unrealized
CCI Crown Castle International Corp (REIT) 1.0%
Value ($000) $1,148 Shares 6,895 Est. Cost $106.35 Unrealized +21.3%
T AT&T Inc 1.0%
Value ($000) $1,141 Shares 40,034 Est. Cost $16.18 Unrealized -3.8%
MA Mastercard Inc. 0.9%
Value ($000) $1,092 Shares 3,229 Est. Cost $208.32 Unrealized +51.5%
TFC Truist Financial Corporation 0.9%
Value ($000) $1,072 Shares 28,174 Est. Cost $35.37 Unrealized -16.9%
V Visa Inc 0.9%
Value ($000) $1,061 Shares 5,307 Est. Cost $158.58 Unrealized +21.2%
DLR Digital Realty Trust Inc 0.9%
Value ($000) $1,060 Shares 7,221 Est. Cost $101.48 Unrealized +22.4%
VTI Vanguard Total Stock Market Index Fund ETF Shares 0.9%
Value ($000) $1,026 Shares 6,024 Est. Cost $138.17 Unrealized
KO The Coca-Cola Company 0.9%
Value ($000) $1,017 Shares 20,599 Est. Cost $35.73 Unrealized +14.2%
ABT Abbott Laboratories 0.8%
Value ($000) $938 Shares 8,615 Est. Cost $53.69 Unrealized +72.0%
DUK Duke Energy Corporation 0.8%
Value ($000) $895 Shares 10,104 Est. Cost $63.82 Unrealized +4.6%
CLX The Clorox Company 0.7%
Value ($000) $882 Shares 4,195 Est. Cost $109.86 Unrealized +72.0%
WMB The Williams Companies, Inc. 0.7%
Value ($000) $875 Shares 44,504 Est. Cost $15.04 Unrealized +2.4%
LMT Lockheed Martin Corp. 0.7%
Value ($000) $870 Shares 2,269 Est. Cost $319.09 Unrealized +3.1%
IVV iShares Core S&P 500 ETF 0.7%
Value ($000) $859 Shares 2,555 Est. Cost $298.41 Unrealized
CSCO Cisco Systems Inc 0.7%
Value ($000) $858 Shares 21,786 Est. Cost $36.07 Unrealized +2.8%
NVDA NVIDIA Corporation 0.7%
Value ($000) $816 Shares 1,509 Est. Cost $4.84 Unrealized +139.6%
SWK Stanley Black & Decker, Inc. 0.7%
Value ($000) $813 Shares 5,015 Est. Cost $115.80 Unrealized +13.3%
DOW Dow Inc 0.7%
Value ($000) $804 Shares 17,080 Est. Cost $32.21 Unrealized +3.9%
MMM 3M Company 0.6%
Value ($000) $759 Shares 4,737 Est. Cost $121.98 Unrealized -9.5%
SBUX Starbucks Corporation 0.6%
Value ($000) $736 Shares 8,566 Est. Cost $60.27 Unrealized +17.5%
PRU Prudential Financial, Inc. 0.6%
Value ($000) $735 Shares 11,565 Est. Cost $60.22 Unrealized -16.3%
BTI British American Tobacco PLC 0.6%
Value ($000) $727 Shares 20,107 Est. Cost $36.83 Unrealized
HAS Hasbro Inc 0.6%
Value ($000) $705 Shares 8,528 Est. Cost $72.38 Unrealized -13.3%
D Dominion Energy Inc 0.6%
Value ($000) $680 Shares 8,611 Est. Cost $60.70 Unrealized +2.2%
SPY SPDR S&P 500 ETF Trust 0.6%
Value ($000) $668 Shares 1,995 Est. Cost $271.18 Unrealized
PYPL PayPal Holdings Inc 0.6%
Value ($000) $661 Shares 3,354 Est. Cost $108.39 Unrealized +73.4%
AMT American Tower Corporation 0.6%
Value ($000) $656 Shares 2,710 Est. Cost $121.52 Unrealized +78.3%
ICE Intercontinental Exchange 0.6%
Value ($000) $655 Shares 6,547 Est. Cost $64.93 Unrealized +41.7%
BMY Bristol-Myers Squibb Company 0.5%
Value ($000) $653 Shares 10,823 Est. Cost $45.68 Unrealized +6.4%
DGX Quest Diagnostics Inc. 0.5%
Value ($000) $650 Shares 5,677 Est. Cost $96.13 Unrealized +10.8%
TRP TC Energy Corporation 0.5%
Value ($000) $636 Shares 15,147 Est. Cost $35.74 Unrealized -3.3%
APD Air Products and Chemicals Inc 0.5%
Value ($000) $627 Shares 2,104 Est. Cost $130.41 Unrealized +93.0%
ENB Enbridge Inc 0.5%
Value ($000) $627 Shares 21,470 Est. Cost $23.29 Unrealized -5.6%
NSC Norfolk Southern Corporation 0.5%
Value ($000) $626 Shares 2,927 Est. Cost $116.77 Unrealized +54.1%
TAXF American Century Diversified Municipal Bond 0.5%
Value ($000) $601 Shares 11,215 Est. Cost $53.59 Unrealized
UNH UnitedHealth Group Inc. 0.5%
Value ($000) $592 Shares 1,898 Est. Cost $223.08 Unrealized +26.1%
GOOGL Alphabet Inc Class A 0.5%
Value ($000) $570 Shares 389 Est. Cost $54.56 Unrealized +38.6%
PPG PPG Industries, Inc. 0.5%
Value ($000) $549 Shares 4,500 Est. Cost $99.02 Unrealized +6.3%
IVW iShares S&P 500 Growth ETF 0.5%
Value ($000) $543 Shares 2,350 Est. Cost $184.42 Unrealized
COST Costco Wholesale Corporation 0.4%
Value ($000) $533 Shares 1,500 Est. Cost $169.04 Unrealized +82.8%
ADBE Adobe Inc 0.4%
Value ($000) $515 Shares 1,052 Est. Cost $292.20 Unrealized +59.2%
ORCL Oracle Corporation 0.4%
Value ($000) $491 Shares 8,225 Est. Cost $43.82 Unrealized +20.4%
EL The Estee Lauder Companies Inc 0.4%
Value ($000) $464 Shares 2,125 Est. Cost $122.89 Unrealized +55.3%
CAT Caterpillar Inc 0.4%
Value ($000) $463 Shares 3,100 Est. Cost $116.22 Unrealized +9.1%
NKE Nike Inc 0.4%
Value ($000) $460 Shares 3,661 Est. Cost $59.10 Unrealized +68.6%
WMT Walmart Inc 0.4%
Value ($000) $458 Shares 3,275 Est. Cost $28.17 Unrealized +46.6%
ZTS Zoetis Inc 0.4%
Value ($000) $441 Shares 2,667 Est. Cost $115.31 Unrealized +27.2%
BDX Becton, Dickinson & Company 0.4%
Value ($000) $434 Shares 1,865 Est. Cost $185.44 Unrealized +21.5%
NFLX Netflix Inc 0.4%
Value ($000) $429 Shares 858 Est. Cost $32.04 Unrealized +55.3%
DIS The Walt Disney Company 0.4%
Value ($000) $428 Shares 3,447 Est. Cost $103.24 Unrealized +18.3%
CRM Salesforce.com Inc 0.3%
Value ($000) $393 Shares 1,564 Est. Cost $112.35 Unrealized +92.5%
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 0.3%
Value ($000) $392 Shares 7,010 Est. Cost $68.05 Unrealized
ISRG Intuitive Surgical Inc 0.3%
Value ($000) $391 Shares 551 Est. Cost $178.48 Unrealized +25.8%
NOW Servicenow Inc 0.3%
Value ($000) $390 Shares 804 Est. Cost $56.68 Unrealized +57.6%
SHW Sherwin-Williams Co 0.3%
Value ($000) $371 Shares 533 Est. Cost $165.85 Unrealized +25.6%
IBM International Business Machines Corporation 0.3%
Value ($000) $370 Shares 3,044 Est. Cost $101.09 Unrealized -7.2%
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund 0.3%
Value ($000) $356 Shares 12,825 Est. Cost $33.11 Unrealized
BABA Alibaba Group Holding Limited 0.3%
Value ($000) $355 Shares 1,208 Est. Cost $170.28 Unrealized
Atlassian Corporation PLC 0.3%
Value ($000) $336 Shares 1,849 Est. Cost $181.72 Unrealized
CVS CVS Health Corporation 0.3%
Value ($000) $329 Shares 5,634 Est. Cost $53.98 Unrealized -3.0%
SHM SPDR Nuveen Bloomberg Barclays Short Term Municipal Bond ETF 0.3%
Value ($000) $314 Shares 6,290 Est. Cost $49.92 Unrealized
DHR Danaher Corporation 0.3%
Value ($000) $314 Shares 1,459 Est. Cost $86.23 Unrealized +101.5%
HON Honeywell International Inc 0.3%
Value ($000) $311 Shares 1,890 Est. Cost $116.76 Unrealized +14.1%
ODFL Old Dominion Freight Line, Inc. 0.3%
Value ($000) $301 Shares 1,666 Est. Cost $59.55 Unrealized +53.7%
CMG Chipotle Mexican Grill Inc 0.2%
Value ($000) $294 Shares 237 Est. Cost $15.57 Unrealized +54.8%
DOCU DocuSign Inc 0.2%
Value ($000) $284 Shares 1,323 Est. Cost $90.21 Unrealized +130.1%
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares 0.2%
Value ($000) $281 Shares 6,878 Est. Cost $44.19 Unrealized
TILT FlexShares Morningstar US Market Factors Tilt Index Fund 0.2%
Value ($000) $267 Shares 2,188 Est. Cost $113.06 Unrealized
INTU Intuit Inc 0.2%
Value ($000) $266 Shares 813 Est. Cost $257.81 Unrealized +17.4%
ROP Roper Technologies Inc 0.2%
Value ($000) $266 Shares 672 Est. Cost $344.01 Unrealized +17.1%
GD General Dynamics Corporation 0.2%
Value ($000) $265 Shares 1,917 Est. Cost $167.47 Unrealized -21.8%
Riverview Financial Corp 0.2%
Value ($000) $256 Shares 37,821 Est. Cost $13.59 Unrealized
IWM iShares Russell 2000 ETF 0.2%
Value ($000) $252 Shares 1,681 Est. Cost $145.41 Unrealized
PGR The Progressive Corporation 0.2%
Value ($000) $250 Shares 2,643 Est. Cost $64.61 Unrealized +18.4%
LULU Lululemon Athletica Inc 0.2%
Value ($000) $248 Shares 753 Est. Cost $198.75 Unrealized +67.9%
ZBH Zimmer Biomet Holdings Inc 0.2%
Value ($000) $245 Shares 1,795 Est. Cost $106.26 Unrealized +17.6%
MDU MDU Resources Group Inc 0.2%
Value ($000) $240 Shares 10,650 Est. Cost $8.04 Unrealized -8.9%
CMCSA Comcast Corporation 0.2%
Value ($000) $237 Shares 5,124 Est. Cost $34.96 Unrealized +7.6%
BRK/B Berkshire Hathaway Inc B Shares 0.2%
Value ($000) $237 Shares 1,111 Est. Cost $195.68 Unrealized +4.5%
CRL Charles River Laboratories International Inc 0.2%
Value ($000) $234 Shares 1,034 Est. Cost $147.64 Unrealized +40.6%
MDLZ Mondelez International Inc 0.2%
Value ($000) $230 Shares 4,007 Est. Cost $35.29 Unrealized +37.6%
SUB iShares Short-Term National Muni Bond ETF 0.2%
Value ($000) $224 Shares 2,075 Est. Cost $107.95 Unrealized
IWF iShares Russell 1000 Growth ETF 0.2%
Value ($000) $222 Shares 1,023 Est. Cost $171.50 Unrealized
TDOC Teladoc Health, Inc. 0.2%
Value ($000) $215 Shares 980 Est. Cost $88.65 Unrealized +138.9%
SCHW Schwab Charles Corp 0.2%
Value ($000) $215 Shares 5,940 Est. Cost $42.46 Unrealized -23.7%
CTAS Cintas Corporation 0.2%
Value ($000) $208 Shares 626 Est. Cost $58.09 Unrealized +25.5%
SYK Stryker Corp. 0.2%
Value ($000) $205 Shares 984 Est. Cost $182.21 Unrealized +0.8%
EW Edwards Lifesciences Corp 0.2%
Value ($000) $202 Shares 2,531 Est. Cost $70.25 Unrealized +11.1%
ALGN Align Technology Inc 0.2%
Value ($000) $199 Shares 609 Est. Cost $232.34 Unrealized +31.4%
FNB F.N.B. Corporation 0.2%
Value ($000) $195 Shares 28,699 Est. Cost $8.84 Unrealized -32.4%
APH Amphenol Corporation 0.2%
Value ($000) $195 Shares 1,805 Est. Cost $22.00 Unrealized +13.9%
QLC Flexshares US Quality Large Cap Index Fund Qulty Lrg CP Indx Etf 0.2%
Value ($000) $194 Shares 5,276 Est. Cost $33.56 Unrealized
VOO Vanguard S&P 500 ETF 0.2%
Value ($000) $189 Shares 613 Est. Cost $266.01 Unrealized
TJX The TJX Compainies, Inc 0.2%
Value ($000) $187 Shares 3,352 Est. Cost $43.37 Unrealized +15.4%
DVY iShares Select Dividend ETF 0.2%
Value ($000) $184 Shares 2,257 Est. Cost $98.35 Unrealized
GL Globe Life Inc 0.2%
Value ($000) $180 Shares 2,250 Est. Cost $86.06 Unrealized -11.3%
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 0.2%
Value ($000) $179 Shares 6,912 Est. Cost $24.35 Unrealized
TTD The Trade Desk Inc 0.2%
Value ($000) $179 Shares 345 Est. Cost $27.39 Unrealized +66.7%
DraftKings Inc 0.1%
Value ($000) $177 Shares 3,008 Est. Cost $33.42 Unrealized
ORLY O'Reilly Automotive Inc 0.1%
Value ($000) $174 Shares 377 Est. Cost $25.22 Unrealized +20.5%
NUE Nucor Corporation 0.1%
Value ($000) $171 Shares 3,828 Est. Cost $50.18 Unrealized -19.7%
LOW Lowes Companies Inc 0.1%
Value ($000) $170 Shares 1,023 Est. Cost $134.56 Unrealized +3.9%
VO Vanguard Mid-Cap Index Fund ETF Shares 0.1%
Value ($000) $170 Shares 965 Est. Cost $149.18 Unrealized
PNC The PNC Financial Services Group, Inc 0.1%
Value ($000) $165 Shares 1,505 Est. Cost $107.57 Unrealized -17.5%
JCI Johnson Controls International PLC 0.1%
Value ($000) $163 Shares 4,000 Est. Cost $31.77 Unrealized +10.7%
VWO Vanguard FTSE Emerging Markets Index Fund ETF Shares 0.1%
Value ($000) $162 Shares 3,757 Est. Cost $45.25 Unrealized
UPS United Parcel Service Inc 0.1%
Value ($000) $158 Shares 951 Est. Cost $84.55 Unrealized +38.8%
MCHP Microchip Tech Inc 0.1%
Value ($000) $156 Shares 1,520 Est. Cost $38.35 Unrealized +22.1%
CGNX Cognex Corporation 0.1%
Value ($000) $154 Shares 2,379 Est. Cost $43.14 Unrealized +41.3%
IBB iShares Nasdaq Biotechnology ETF 0.1%
Value ($000) $153 Shares 1,131 Est. Cost $135.62 Unrealized
RTX Raytheon Technologies Corp 0.1%
Value ($000) $153 Shares 2,660 Est. Cost $54.23 Unrealized -1.0%
IJK iShares S&P Mid-CAP 400 Growth ETF 0.1%
Value ($000) $149 Shares 615 Est. Cost $219.12 Unrealized
MTCH Match Group Inc NEW 0.1%
Value ($000) $146 Shares 1,325 Est. Cost $103.47 Unrealized 0.0%
ALL The Allstate Corporation 0.1%
Value ($000) $144 Shares 1,529 Est. Cost $80.20 Unrealized +2.0%
Lam Research Corp 0.1%
Value ($000) $144 Shares 435 Est. Cost $252.33 Unrealized
ERIE Erie Indemnity Company 0.1%
Value ($000) $143 Shares 681 Est. Cost $125.38 Unrealized +51.0%
AXP American Express Company 0.1%
Value ($000) $142 Shares 1,416 Est. Cost $87.48 Unrealized +5.0%
ADM Archer-Daniels-Midland Company 0.1%
Value ($000) $141 Shares 3,034 Est. Cost $33.16 Unrealized +13.4%
KMB Kimberly-Clark Corporation 0.1%
Value ($000) $137 Shares 928 Est. Cost $87.38 Unrealized +41.3%
C Citigroup Inc. 0.1%
Value ($000) $137 Shares 3,193 Est. Cost $53.89 Unrealized -23.9%
General Electric Company 0.1%
Value ($000) $137 Shares 21,953 Est. Cost $16.29 Unrealized
SPGI S&P Global Inc 0.1%
Value ($000) $127 Shares 353 Est. Cost $242.21 Unrealized +39.3%
MET MetLife Inc 0.1%
Value ($000) $126 Shares 3,381 Est. Cost $39.86 Unrealized -19.7%
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares 0.1%
Value ($000) $126 Shares 2,500 Est. Cost $54.80 Unrealized
MO Altria Group Inc 0.1%
Value ($000) $126 Shares 3,256 Est. Cost $34.11 Unrealized -20.3%
BIIB Biogen Inc 0.1%
Value ($000) $125 Shares 442 Est. Cost $318.38 Unrealized -12.4%
IWR iShares Russell Mid-CAP ETF 0.1%
Value ($000) $120 Shares 2,100 Est. Cost $57.22 Unrealized
PZZA Papa John's International, Inc. 0.1%
Value ($000) $120 Shares 1,462 Est. Cost $43.54 Unrealized +82.2%
SNPS Synopsys Inc 0.1%
Value ($000) $118 Shares 551 Est. Cost $142.46 Unrealized +42.9%
IJR iShares Core S&P Small-CAP 0.1%
Value ($000) $117 Shares 1,662 Est. Cost $80.22 Unrealized
IWO iShares Russell 2000 Growth ETF 0.1%
Value ($000) $114 Shares 513 Est. Cost $197.12 Unrealized
FTV Fortive Corp 0.1%
Value ($000) $113 Shares 1,487 Est. Cost $43.10 Unrealized +3.4%
SHOP Shopify Inc 0.1%
Value ($000) $113 Shares 111 Est. Cost $49.97 Unrealized +98.9%
MS Morgan Stanley 0.1%
Value ($000) $112 Shares 2,311 Est. Cost $38.40 Unrealized +10.8%
EEM iShares MSCI Emerging Markets 0.1%
Value ($000) $110 Shares 2,500 Est. Cost $42.30 Unrealized
COP ConocoPhillips 0.1%
Value ($000) $107 Shares 3,255 Est. Cost $43.89 Unrealized -28.9%
SLB Schlumberger Limited 0.1%
Value ($000) $106 Shares 6,790 Est. Cost $37.28 Unrealized -55.7%
ETN Eaton Corporation PLC 0.1%
Value ($000) $106 Shares 1,039 Est. Cost $68.80 Unrealized +29.6%
GIS General Mills Inc 0.1%
Value ($000) $104 Shares 1,691 Est. Cost $37.59 Unrealized +38.6%
MSCI MSCI Inc 0.1%
Value ($000) $104 Shares 291 Est. Cost $271.85 Unrealized +26.5%
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.1%
Value ($000) $103 Shares 2,062 Est. Cost $47.67 Unrealized
XYZ Square, Inc. 0.1%
Value ($000) $101 Shares 620 Est. Cost $87.16 Unrealized +62.0%
QUAL iShares MSCI USA Quality Factor ETF 0.1%
Value ($000) $97 Shares 937 Est. Cost $89.68 Unrealized
AMAT Applied Materials Inc 0.1%
Value ($000) $96 Shares 1,621 Est. Cost $39.58 Unrealized +48.8%
DDOG Datadog Inc 0.1%
Value ($000) $94 Shares 922 Est. Cost $41.22 Unrealized +111.2%
MAS Masco Corp. 0.1%
Value ($000) $90 Shares 1,629 Est. Cost $34.81 Unrealized +46.6%
BSV Vanguard Short-Term Bond Index Fund ETF Shares 0.1%
Value ($000) $89 Shares 1,075 Est. Cost $79.43 Unrealized
HYG iShares iBoxx $ High Yield Corporate Bond ETF 0.1%
Value ($000) $88 Shares 1,050 Est. Cost $86.79 Unrealized
WFC Wells Fargo & Company 0.1%
Value ($000) $86 Shares 3,671 Est. Cost $38.15 Unrealized -42.8%
VB Vanguard Small-Cap Index Fund ETF Shares 0.1%
Value ($000) $82 Shares 530 Est. Cost $147.80 Unrealized
VDC Vanguard Consumer Staples Index Fund ETF Shares 0.1%
Value ($000) $81 Shares 498 Est. Cost $159.31 Unrealized
AWK American Water Works Company, Inc 0.1%
Value ($000) $81 Shares 560 Est. Cost $84.91 Unrealized +50.6%
EBAY eBay Inc 0.1%
Value ($000) $78 Shares 1,490 Est. Cost $35.59 Unrealized +41.1%
Alexion Pharmaceuticals 0.1%
Value ($000) $78 Shares 682 Est. Cost $117.39 Unrealized
BND Vanguard Total Bond Market Index Fund ETF Shares 0.1%
Value ($000) $77 Shares 871 Est. Cost $87.23 Unrealized
TRV Travelers Companies Inc 0.1%
Value ($000) $76 Shares 700 Est. Cost $110.49 Unrealized -7.3%
ROST Ross Stores Inc 0.1%
Value ($000) $75 Shares 800 Est. Cost $85.43 Unrealized -0.7%
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 0.1%
Value ($000) $75 Shares 1,579 Est. Cost $59.22 Unrealized
BP BP PLC 0.1%
Value ($000) $75 Shares 4,316 Est. Cost $41.94 Unrealized
IWD iShares Russell 1000 Value ETF 0.1%
Value ($000) $74 Shares 627 Est. Cost $122.89 Unrealized
DE Deere & Company 0.1%
Value ($000) $73 Shares 329 Est. Cost $131.09 Unrealized +37.1%
QDF FlexShares Quality Dividend Index Fund 0.1%
Value ($000) $73 Shares 1,625 Est. Cost $45.15 Unrealized
FLRN SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 0.1%
Value ($000) $71 Shares 2,331 Est. Cost $30.46 Unrealized
DGRW Wisdom Tree US Quality Dividend Growth Fund 0.1%
Value ($000) $69 Shares 1,394 Est. Cost $43.04 Unrealized
GWW W W Grainger Inc 0.1%
Value ($000) $69 Shares 193 Est. Cost $216.36 Unrealized +49.9%
The Cooper Companies Inc 0.1%
Value ($000) $67 Shares 200 Est. Cost $295.00 Unrealized
GPC Genuine Parts Company 0.1%
Value ($000) $67 Shares 700 Est. Cost $72.09 Unrealized +11.0%
VIG Vanguard Dividend Appreciation Index Fund ETF Shares 0.1%
Value ($000) $65 Shares 508 Est. Cost $67.20 Unrealized
CSX CSX Corporation 0.1%
Value ($000) $65 Shares 844 Est. Cost $21.10 Unrealized +8.8%
XBI SPDR S&P Biotech ETF 0.1%
Value ($000) $64 Shares 575 Est. Cost $111.21 Unrealized
IWV iShares Russell 3000 Index Fund ETF 0.1%
Value ($000) $64 Shares 325 Est. Cost $168.72 Unrealized
KLAC KLA Corporation 0.1%
Value ($000) $63 Shares 326 Est. Cost $97.62 Unrealized +90.7%
BAC Bank of America Corporation 0.1%
Value ($000) $62 Shares 2,561 Est. Cost $27.16 Unrealized -19.7%
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $59 Shares 596 Est. Cost $115.71 Unrealized
Etrade Financial Corporation 0.0%
Value ($000) $57 Shares 1,133 Est. Cost $51.07 Unrealized
NFG National Fuel Gas Company 0.0%
Value ($000) $55 Shares 1,356 Est. Cost $53.34 Unrealized -20.2%
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $55 Shares 864 Est. Cost $63.58 Unrealized
WEC Wec Energy Group INC CORP COMMON 0.0%
Value ($000) $55 Shares 566 Est. Cost $57.41 Unrealized +36.0%
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.0%
Value ($000) $54 Shares 709 Est. Cost $56.42 Unrealized
TSLA Tesla Motors Inc 0.0%
Value ($000) $54 Shares 125 Est. Cost $118.07 Unrealized 0.0%
NWBI Northwest Bancshares Inc 0.0%
Value ($000) $53 Shares 5,808 Est. Cost $7.87 Unrealized -11.8%
ACWI iShares MSCI ACWI 0.0%
Value ($000) $53 Shares 665 Est. Cost $73.68 Unrealized
RSG Republic Services Inc 0.0%
Value ($000) $52 Shares 552 Est. Cost $80.04 Unrealized +3.8%
TSM Taiwan Semiconductor Manufacturing Company Limited 0.0%
Value ($000) $51 Shares 624 Est. Cost $39.83 Unrealized
BAX Baxter International Inc 0.0%
Value ($000) $50 Shares 615 Est. Cost $61.89 Unrealized +21.5%
CME CME Group Inc. 0.0%
Value ($000) $50 Shares 300 Est. Cost $159.71 Unrealized -14.7%
VNQ Vanguard Real Estate Index Fund ETF Shares 0.0%
Value ($000) $49 Shares 615 Est. Cost $81.85 Unrealized
EFAD ProShares MSCI EAFE Dividend Growers ETF 0.0%
Value ($000) $48 Shares 1,210 Est. Cost $38.02 Unrealized
GPN Global Payments Inc 0.0%
Value ($000) $48 Shares 270 Est. Cost $171.76 Unrealized -3.7%
LQD iShares iBoxx USD Investment Grade Corporate Bond ETF 0.0%
Value ($000) $47 Shares 350 Est. Cost $123.97 Unrealized
IP International Paper Company 0.0%
Value ($000) $47 Shares 1,150 Est. Cost $28.76 Unrealized -2.8%
DD DuPont De Nemours Inc 0.0%
Value ($000) $45 Shares 813 Est. Cost $27.24 Unrealized -22.6%
CVNA Carvana Co 0.0%
Value ($000) $45 Shares 200 Est. Cost $177.30 Unrealized 0.0%
CB Chubb Limited 0.0%
Value ($000) $44 Shares 380 Est. Cost $119.28 Unrealized -2.9%
MKTX MarketAxess Holdings Inc. 0.0%
Value ($000) $44 Shares 92 Est. Cost $343.80 Unrealized +35.4%
URI United Rentals Inc 0.0%
Value ($000) $43 Shares 247 Est. Cost $120.33 Unrealized +35.3%
VYM Vanguard High Dividend Yield Index Fund ETF Shares 0.0%
Value ($000) $43 Shares 531 Est. Cost $81.20 Unrealized
AEP American Electric Power Company Inc 0.0%
Value ($000) $42 Shares 515 Est. Cost $55.23 Unrealized +22.8%
LLY Eli Lilly and Company 0.0%
Value ($000) $41 Shares 285 Est. Cost $90.39 Unrealized +61.3%
LYB LyondellBasell Industries 0.0%
Value ($000) $41 Shares 582 Est. Cost $47.48 Unrealized +1.3%
PTON Peloton Interactive Inc 0.0%
Value ($000) $39 Shares 390 Est. Cost $26.94 Unrealized +173.1%
NOC Northrop Grumman Corporation 0.0%
Value ($000) $39 Shares 125 Est. Cost $244.47 Unrealized +21.9%
Spdr Gold Minishares Trust ETF 0.0%
Value ($000) $38 Shares 2,000 Est. Cost $19.00 Unrealized
ZM Zoom Video Communications Inc 0.0%
Value ($000) $37 Shares 79 Est. Cost $319.79 Unrealized 0.0%
RGEN Repligen Corporation 0.0%
Value ($000) $37 Shares 250 Est. Cost $96.54 Unrealized +48.1%
Zymeworks INC CORP COMMON 0.0%
Value ($000) $36 Shares 775 Est. Cost $40.46 Unrealized
WM Waste Management Inc. 0.0%
Value ($000) $35 Shares 305 Est. Cost $93.61 Unrealized +8.3%
KSS Kohl's Corporation 0.0%
Value ($000) $34 Shares 1,821 Est. Cost $47.91 Unrealized -55.8%
VGT Vanguard Information Technology Index Fund ETF Shares 0.0%
Value ($000) $34 Shares 109 Est. Cost $247.71 Unrealized
PANW Palo Alto Networks Inc 0.0%
Value ($000) $34 Shares 139 Est. Cost $35.65 Unrealized +16.7%
XYL Xylem Inc 0.0%
Value ($000) $34 Shares 400 Est. Cost $73.46 Unrealized -0.5%
SUN Sunoco LP 0.0%
Value ($000) $33 Shares 1,350 Est. Cost $28.20 Unrealized
NIO NIO Limited 0.0%
Value ($000) $32 Shares 1,500 Est. Cost $16.89 Unrealized
Activision Blizzard Inc 0.0%
Value ($000) $32 Shares 395 Est. Cost $68.57 Unrealized
TIP iShares Tips Bond ETF 0.0%
Value ($000) $31 Shares 245 Est. Cost $115.02 Unrealized
PSX Phillips 66 0.0%
Value ($000) $31 Shares 600 Est. Cost $69.29 Unrealized -29.2%
FDX FedEx Corporation 0.0%
Value ($000) $31 Shares 125 Est. Cost $137.51 Unrealized +31.6%
ADP Automatic Data Processing Inc 0.0%
Value ($000) $31 Shares 220 Est. Cost $124.96 Unrealized +0.0%
AEE Ameren Corp 0.0%
Value ($000) $30 Shares 385 Est. Cost $63.64 Unrealized +5.3%
QSR Restaurant Brands International Inc 0.0%
Value ($000) $29 Shares 501 Est. Cost $50.43 Unrealized +10.6%
TROW T. Rowe Price Group, Inc. 0.0%
Value ($000) $29 Shares 224 Est. Cost $86.61 Unrealized +21.2%
PGX Invesco Preferred ETF 0.0%
Value ($000) $29 Shares 1,945 Est. Cost $14.57 Unrealized
RCL Royal Caribbean Cruises LTD 0.0%
Value ($000) $29 Shares 450 Est. Cost $89.00 Unrealized -35.0%
EOG EOG Resources Inc 0.0%
Value ($000) $28 Shares 790 Est. Cost $76.35 Unrealized -54.3%
CZR Caesars Entertainment Inc 0.0%
Value ($000) $28 Shares 500 Est. Cost $43.94 Unrealized 0.0%
QQQ Invesco QQQ Trust ETF 0.0%
Value ($000) $28 Shares 100 Est. Cost $189.39 Unrealized
NTRS Northern Trust Corporation 0.0%
Value ($000) $27 Shares 345 Est. Cost $84.53 Unrealized -19.6%
HAL Halliburton Company 0.0%
Value ($000) $27 Shares 2,264 Est. Cost $33.07 Unrealized -60.2%
STZ Constellation Brands Inc 0.0%
Value ($000) $26 Shares 139 Est. Cost $174.00 Unrealized -4.0%
USB US Bancorp 0.0%
Value ($000) $25 Shares 700 Est. Cost $35.52 Unrealized -18.5%
CMS CMS Energy Corporation 0.0%
Value ($000) $25 Shares 413 Est. Cost $51.97 Unrealized +0.2%
IHF iShares U.S. Healthcare Providers ETF 0.0%
Value ($000) $25 Shares 123 Est. Cost $203.25 Unrealized
SDY SPDR S&P Dividend 0.0%
Value ($000) $24 Shares 255 Est. Cost $92.86 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $24 Shares 115 Est. Cost $138.21 Unrealized +26.5%
BKNG Booking Holdings Inc 0.0%
Value ($000) $24 Shares 14 Est. Cost $1817.27 Unrealized -4.9%
MDT Medtronic PLC NPV 0.0%
Value ($000) $24 Shares 231 Est. Cost $78.35 Unrealized +10.1%
CTVA Corteva Inc 0.0%
Value ($000) $23 Shares 813 Est. Cost $25.02 Unrealized +5.9%
Discover Financial Services 0.0%
Value ($000) $23 Shares 400 Est. Cost $77.50 Unrealized
CARR Carrier Global Corp 0.0%
Value ($000) $22 Shares 713 Est. Cost $17.13 Unrealized +53.9%
FE FirstEnergy Corp 0.0%
Value ($000) $22 Shares 750 Est. Cost $23.31 Unrealized +7.4%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $22 Shares 357 Est. Cost $47.48 Unrealized +18.9%
COF Capital One Financial Corporation 0.0%
Value ($000) $21 Shares 287 Est. Cost $86.78 Unrealized -29.7%
SMDV ProShares Russell 2000 Dividend Growers ETF 0.0%
Value ($000) $21 Shares 455 Est. Cost $57.14 Unrealized
DG Dollar General Corporation 0.0%
Value ($000) $21 Shares 100 Est. Cost $119.11 Unrealized +52.8%
Nikola Corporation 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $30.00 Unrealized
GQRE FlexShares Global Quality Real Estate Index Fund 0.0%
Value ($000) $20 Shares 390 Est. Cost $63.01 Unrealized
Aptiv PLC 0.0%
Value ($000) $18 Shares 200 Est. Cost $80.00 Unrealized
Clovis Oncology Inc 0.0%
Value ($000) $18 Shares 3,050 Est. Cost $8.22 Unrealized
GS The Goldman Sachs Group Inc 0.0%
Value ($000) $18 Shares 90 Est. Cost $168.05 Unrealized +6.5%
OGE OGE Energy Corp 0.0%
Value ($000) $18 Shares 600 Est. Cost $41.42 Unrealized -24.0%
GILD Gilead Sciences Inc 0.0%
Value ($000) $18 Shares 282 Est. Cost $54.51 Unrealized +2.9%
Bank Of America Corp 7.25 Series L Convertible 12/31/49 0.0%
Value ($000) $18 Shares 12 Est. Cost $1333.33 Unrealized
CX CEMEX, S.A.B. de C.V. 0.0%
Value ($000) $17 Shares 4,355 Est. Cost $4.59 Unrealized
FCX Freeport-McMoRan Inc 0.0%
Value ($000) $17 Shares 1,100 Est. Cost $10.69 Unrealized +26.3%
Cerner Corporation 0.0%
Value ($000) $17 Shares 240 Est. Cost $66.67 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $16 Shares 560 Est. Cost $50.66 Unrealized -40.5%
ALC Alcon Inc 0.0%
Value ($000) $15 Shares 260 Est. Cost $57.87 Unrealized +0.2%
HIG The Hartford Financial Services Group, Inc 0.0%
Value ($000) $15 Shares 400 Est. Cost $46.60 Unrealized -23.8%
KHC The Kraft Heinz Company 0.0%
Value ($000) $15 Shares 485 Est. Cost $33.96 Unrealized -23.8%
Slack Technologies Inc 0.0%
Value ($000) $15 Shares 569 Est. Cost $27.59 Unrealized
PLD Prologis Inc 0.0%
Value ($000) $15 Shares 150 Est. Cost $74.69 Unrealized +15.4%
AAL American Airlines Group Inc 0.0%
Value ($000) $14 Shares 1,100 Est. Cost $21.79 Unrealized -42.5%
BFH Alliance Data Systems 0.0%
Value ($000) $14 Shares 340 Est. Cost $160.11 Unrealized -79.8%
EMR Emerson Electric Co. 0.0%
Value ($000) $13 Shares 200 Est. Cost $56.93 Unrealized +3.3%
Glaxosmithkline PLC Sponsored ADR 0.0%
Value ($000) $13 Shares 340 Est. Cost $38.56 Unrealized
Iaa Inc. Corp. 0.0%
Value ($000) $13 Shares 255 Est. Cost $36.17 Unrealized
F Ford Motor Company 0.0%
Value ($000) $13 Shares 1,952 Est. Cost $7.07 Unrealized -27.3%
Royce Value Trust Inc. 0.0%
Value ($000) $13 Shares 1,038 Est. Cost $16.38 Unrealized
BURL Burlington Stores Inc 0.0%
Value ($000) $13 Shares 64 Est. Cost $161.22 Unrealized +20.8%
IVZ Invesco LTD 0.0%
Value ($000) $12 Shares 1,076 Est. Cost $12.88 Unrealized -34.3%
WTRG Essential Utilities Inc 0.0%
Value ($000) $12 Shares 300 Est. Cost $47.18 Unrealized -9.0%
RKT Rocket Companies 0.0%
Value ($000) $12 Shares 625 Est. Cost $19.59 Unrealized 0.0%
DELL Dell Technologies Inc 0.0%
Value ($000) $11 Shares 160 Est. Cost $20.60 Unrealized +38.8%
SRE Sempra Energy 0.0%
Value ($000) $11 Shares 91 Est. Cost $59.96 Unrealized -13.9%
FITB Fifth Third Bancorp 0.0%
Value ($000) $11 Shares 500 Est. Cost $20.28 Unrealized -19.4%
CAG Conagra Brands Inc 0.0%
Value ($000) $11 Shares 300 Est. Cost $17.39 Unrealized +66.5%
AZO AutoZone Inc 0.0%
Value ($000) $11 Shares 9 Est. Cost $897.60 Unrealized +31.6%
JNK SPDR SER Bloomberg Barclays High Yield Bond ETF 0.0%
Value ($000) $11 Shares 101 Est. Cost $108.94 Unrealized
EXC Exelon Corporation 0.0%
Value ($000) $11 Shares 300 Est. Cost $22.82 Unrealized -4.0%
TMUS T-Mobile US, Inc. 0.0%
Value ($000) $10 Shares 88 Est. Cost $67.59 Unrealized +58.4%
SPOT Spotify Technology S.A. 0.0%
Value ($000) $10 Shares 40 Est. Cost $140.16 Unrealized +84.3%
MTB M&T Bank Corporation 0.0%
Value ($000) $10 Shares 105 Est. Cost $86.86 Unrealized -1.2%
UGI UGI Corp 0.0%
Value ($000) $10 Shares 318 Est. Cost $49.97 Unrealized -33.6%
EPD Enterprise Products Partners L.P. 0.0%
Value ($000) $10 Shares 670 Est. Cost $27.77 Unrealized
VLO Valero Energy Corporation 0.0%
Value ($000) $9 Shares 200 Est. Cost $61.06 Unrealized -30.2%
RACE Ferrari N.V. 0.0%
Value ($000) $9 Shares 50 Est. Cost $131.61 Unrealized +41.3%
Twitter Inc 0.0%
Value ($000) $9 Shares 196 Est. Cost $29.15 Unrealized
CBRE CBRE Group Inc 0.0%
Value ($000) $9 Shares 185 Est. Cost $47.68 Unrealized -4.3%
YUM Yum Brands Inc. 0.0%
Value ($000) $9 Shares 100 Est. Cost $68.23 Unrealized +22.2%
IJT iShares S&P Small-Cap 600 Growth ETF 0.0%
Value ($000) $8 Shares 43 Est. Cost $168.54 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $8 Shares 36 Est. Cost $203.70 Unrealized 0.0%
MFC Manulife Financial Corporation 0.0%
Value ($000) $8 Shares 580 Est. Cost $16.45 Unrealized -13.0%
RAVI FlexShares Ready Access Variable Income Fund 0.0%
Value ($000) $8 Shares 105 Est. Cost $75.44 Unrealized
Textainer Group Holdings Ltd Holding CORP COMMON 0.0%
Value ($000) $8 Shares 575 Est. Cost $20.87 Unrealized
ATRO Astronics Corporation 0.0%
Value ($000) $8 Shares 1,072 Est. Cost $31.49 Unrealized -71.0%
MRNA Moderna Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $54.76 Unrealized +27.3%
Royal Dutch Shell PLC Sponsored ADR B 0.0%
Value ($000) $7 Shares 282 Est. Cost $48.89 Unrealized
VBR Vanguard Small Cap Value Etf 0.0%
Value ($000) $7 Shares 63 Est. Cost $133.52 Unrealized
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $68.43 Unrealized -1.6%
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $63.73 Unrealized -7.9%
ViacomCBS Inc Class B 0.0%
Value ($000) $7 Shares 250 Est. Cost $42.86 Unrealized
BHF Brighthouse Financial Inc 0.0%
Value ($000) $6 Shares 228 Est. Cost $57.64 Unrealized -49.6%
BA The Boeing Company 0.0%
Value ($000) $6 Shares 36 Est. Cost $335.25 Unrealized -49.2%
OXY Occidental Petroleum Corporation 0.0%
Value ($000) $6 Shares 559 Est. Cost $38.48 Unrealized -65.5%
CHWY Chewy Inc 0.0%
Value ($000) $6 Shares 100 Est. Cost $43.62 Unrealized +23.7%
SO The Southern Company 0.0%
Value ($000) $6 Shares 118 Est. Cost $41.30 Unrealized +5.4%
M Macy's Inc. 0.0%
Value ($000) $6 Shares 996 Est. Cost $21.94 Unrealized -69.6%
MTN Vail Resorts Inc 0.0%
Value ($000) $6 Shares 30 Est. Cost $232.93 Unrealized -11.5%
Teekay LNG Partners L.P. 0.0%
Value ($000) $5 Shares 500 Est. Cost $20.00 Unrealized
VUG Vanguard Growth Index Fund ETF Shares 0.0%
Value ($000) $5 Shares 20 Est. Cost $161.46 Unrealized
USO United States Oil Fund LP 0.0%
Value ($000) $5 Shares 167 Est. Cost $29.94 Unrealized
SNOW Snowflake Inc. CLASS A CORP COMMON 0.0%
Value ($000) $5 Shares 20 Est. Cost $238.10 Unrealized 0.0%
ENDRA Life Sciences Inc 0.0%
Value ($000) $4 Shares 5,000 Est. Cost $1.00 Unrealized
LHX L3Harris Technologies Inc 0.0%
Value ($000) $4 Shares 25 Est. Cost $180.33 Unrealized -12.8%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $4 Shares 108 Est. Cost $74.07 Unrealized
KMI Kinder Morgan Inc 0.0%
Value ($000) $4 Shares 300 Est. Cost $10.85 Unrealized -6.7%
CTSH Cognizant Technology Solutions Corporation 0.0%
Value ($000) $4 Shares 55 Est. Cost $65.14 Unrealized -8.0%
Crescent Point Energy 0.0%
Value ($000) $4 Shares 3,000 Est. Cost $3.33 Unrealized
MGK Vanguard Mega Cap Growth Index Fund ETF Shares 0.0%
Value ($000) $3 Shares 14 Est. Cost $114.29 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $3 Shares 70 Est. Cost $46.01 Unrealized +2.6%
CCL Carnival Corporation 0.0%
Value ($000) $3 Shares 172 Est. Cost $22.18 Unrealized -30.3%
MFA Financial Inc 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $2.00 Unrealized
VOE Vanguard Mid-Cap Value Index Fund ETF Shares 0.0%
Value ($000) $3 Shares 25 Est. Cost $121.89 Unrealized
HOG Harley Davidson Inc Com 0.0%
Value ($000) $3 Shares 114 Est. Cost $30.12 Unrealized -10.6%
BK The Bank of New York Mellon Corp 0.0%
Value ($000) $3 Shares 96 Est. Cost $42.61 Unrealized -26.8%
Sirius XM Holdings Inc 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.00 Unrealized
AYI Acuity Brands Inc 0.0%
Value ($000) $3 Shares 26 Est. Cost $129.66 Unrealized -22.0%
CoreLogic Inc 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
VXRT Vaxart INC CORP COMMON 0.0%
Value ($000) $3 Shares 500 Est. Cost $8.91 Unrealized 0.0%
Bristol-Myers Squibb CVR 0.0%
Value ($000) $3 Shares 1,611 Est. Cost $2.71 Unrealized
PLAY Dave & Buster's Entertainment Inc 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.32 Unrealized +10.7%
SKYY First Trust Cloud Computing ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $45.45 Unrealized
TAYD Taylor Devices Inc. 0.0%
Value ($000) $2 Shares 205 Est. Cost $11.94 Unrealized -16.8%
UAL United Contl Holdings 0.0%
Value ($000) $2 Shares 50 Est. Cost $29.99 Unrealized +15.4%
Vyne Therapeutics Inc 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
IHI Ishares Dow Jones US Medical Devices ETF 0.0%
Value ($000) $2 Shares 8 Est. Cost $222.22 Unrealized
ZVOI Zovio Inc 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.41 Unrealized 0.0%
HBAN Huntington Bancshares Incorporated 0.0%
Value ($000) $2 Shares 222 Est. Cost $9.68 Unrealized -24.8%
NCLH Norwegian Cruise Line Holdings Ltd 0.0%
Value ($000) $2 Shares 100 Est. Cost $14.65 Unrealized +8.1%
UAA Under Armour Inc Class A 0.0%
Value ($000) $1 Shares 105 Est. Cost $22.35 Unrealized -52.9%
HII Huntington Ingalls Industries, Inc. 0.0%
Value ($000) $1 Shares 6 Est. Cost $201.89 Unrealized -29.6%
Aurora Cannabis Inc 0.0%
Value ($000) $1 Shares 333 Est. Cost $12.15 Unrealized
PAA Plains All American Pipeline LP 0.0%
Value ($000) $1 Shares 200 Est. Cost $25.00 Unrealized
KODK Eastman Kodak Company 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.81 Unrealized 0.0%
Rite Aid Corporation 0.0%
Value ($000) $1 Shares 150 Est. Cost $6.67 Unrealized
DVN Devon Energy Corporation 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.39 Unrealized -5.8%
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $1 Shares 18 Est. Cost $46.71 Unrealized
EVRG Evergy Inc 0.0%
Value ($000) $1 Shares 15 Est. Cost $43.96 Unrealized +2.5%
IGSB iShares Trust 1-5 Year Investment Grade Corporate Bond ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $107.14 Unrealized
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $1 Shares 27 Est. Cost $33.33 Unrealized
MIDD Middleby Corp 0.0%
Value ($000) $1 Shares 11 Est. Cost $125.88 Unrealized -28.0%
AA Alcoa Corp COMMON 0.0%
Value ($000) $0 Shares 33 Est. Cost $29.43 Unrealized -56.4%
WY Weyerhaeuser Co 0.0%
Value ($000) $0 Shares 14 Est. Cost $20.75 Unrealized +7.5%
Xilinx Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $99.86 Unrealized
VYX NCR Corp 0.0%
Value ($000) $0 Shares 22 Est. Cost $21.07 Unrealized -43.6%
BIP Brookfield Infrastructure LP 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
Nextier Oilfield Solutions Inc 0.0%
Value ($000) $0 Shares 250 Est. Cost $8.00 Unrealized
NOK Nokia Corporation 0.0%
Value ($000) $0 Shares 105 Est. Cost $9.52 Unrealized
UAMY United States Antimony Corp. 0.0%
Value ($000) $0 Shares 34 Est. Cost $0.68 Unrealized -32.5%
Mallinckrodt PLC 0.0%
Value ($000) $0 Shares 300 Est. Cost $23.29 Unrealized
OXY/WS Occidental Petroleum Corp Eqy Warrant 0.0%
Value ($000) $0 Shares 91 Est. Cost Unrealized
REZI Resideo Technologies Inc 0.0%
Value ($000) $0 Shares 41 Est. Cost $21.87 Unrealized -42.1%