CNB Bank Diversified Active

CIK: 0001732074 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 3, 2021

Total Value ($000): $144,542 (100.0% shares, 0.0% debt)

Holdings (385)

AMZN Amazon.com Inc 4.6%
Value ($000) $6,699 Shares 2,165 Est. Cost $109.45 Unrealized +44.8%
AAPL Apple Inc 4.1%
Value ($000) $5,857 Shares 47,943 Est. Cost $91.26 Unrealized +37.0%
MSFT Microsoft Corporation 3.7%
Value ($000) $5,416 Shares 22,973 Est. Cost $112.18 Unrealized +98.7%
CCNE CNB Financial Corporation 3.4%
Value ($000) $4,890 Shares 198,690 Est. Cost $20.53 Unrealized -0.7%
UNP Union Pacific Corporation 2.6%
Value ($000) $3,764 Shares 17,075 Est. Cost $120.39 Unrealized +56.2%
JPM JPMorgan Chase & Co 2.0%
Value ($000) $2,925 Shares 19,210 Est. Cost $85.06 Unrealized +49.6%
PG Procter & Gamble 2.0%
Value ($000) $2,830 Shares 20,893 Est. Cost $79.00 Unrealized +46.4%
PFE Pfizer Inc 1.7%
Value ($000) $2,507 Shares 69,201 Est. Cost $24.73 Unrealized +13.4%
ABBV AbbVie Inc 1.6%
Value ($000) $2,288 Shares 21,148 Est. Cost $65.58 Unrealized +35.6%
GOOG Alphabet Inc Class C 1.5%
Value ($000) $2,176 Shares 1,052 Est. Cost $55.11 Unrealized +78.7%
CVX Chevron Corporation 1.5%
Value ($000) $2,148 Shares 20,502 Est. Cost $85.18 Unrealized -6.6%
TAXF American Century Diversified Municipal Bond 1.3%
Value ($000) $1,898 Shares 34,755 Est. Cost $54.29 Unrealized
JNJ Johnson & Johnson 1.3%
Value ($000) $1,834 Shares 11,158 Est. Cost $112.78 Unrealized +24.8%
VZ Verizon Communications Inc 1.3%
Value ($000) $1,832 Shares 31,498 Est. Cost $37.24 Unrealized +13.5%
PEP PepsiCo Inc 1.3%
Value ($000) $1,808 Shares 12,780 Est. Cost $103.24 Unrealized +14.2%
MCD McDonald's Corporation 1.2%
Value ($000) $1,779 Shares 7,938 Est. Cost $145.12 Unrealized +31.8%
PM Philip Morris International Inc 1.2%
Value ($000) $1,755 Shares 19,778 Est. Cost $61.80 Unrealized +8.1%
INTC Intel Corporation 1.2%
Value ($000) $1,750 Shares 27,341 Est. Cost $39.33 Unrealized +37.5%
META Facebook Inc 1.2%
Value ($000) $1,749 Shares 5,940 Est. Cost $188.76 Unrealized +41.7%
MRK Merck & Co. Inc 1.1%
Value ($000) $1,662 Shares 21,558 Est. Cost $58.29 Unrealized +8.2%
QCOM QUALCOMM Incorporated 1.1%
Value ($000) $1,650 Shares 12,445 Est. Cost $62.02 Unrealized +109.2%
HD The Home Depot Inc 1.1%
Value ($000) $1,539 Shares 5,043 Est. Cost $145.38 Unrealized +68.1%
AMP Ameriprise Financial Inc 1.1%
Value ($000) $1,525 Shares 6,562 Est. Cost $128.09 Unrealized +56.8%
CCI Crown Castle International Corp (REIT) 1.0%
Value ($000) $1,501 Shares 8,721 Est. Cost $110.79 Unrealized +14.9%
TFC Truist Financial Corporation 1.0%
Value ($000) $1,444 Shares 24,760 Est. Cost $35.37 Unrealized +23.2%
TGT Target Corporation 1.0%
Value ($000) $1,441 Shares 7,273 Est. Cost $89.75 Unrealized +81.8%
LMT Lockheed Martin Corp. 0.9%
Value ($000) $1,371 Shares 3,711 Est. Cost $314.84 Unrealized -4.7%
V Visa Inc 0.9%
Value ($000) $1,367 Shares 6,455 Est. Cost $166.18 Unrealized +22.3%
XOM Exxon Mobil Corporation 0.9%
Value ($000) $1,295 Shares 23,204 Est. Cost $37.37 Unrealized +15.9%
DLR Digital Realty Trust Inc 0.9%
Value ($000) $1,287 Shares 9,137 Est. Cost $104.85 Unrealized +11.1%
T AT&T Inc 0.9%
Value ($000) $1,273 Shares 42,054 Est. Cost $16.11 Unrealized +0.2%
NVS Novartis AG 0.9%
Value ($000) $1,262 Shares 14,770 Est. Cost $86.82 Unrealized
CSCO Cisco Systems Inc 0.8%
Value ($000) $1,192 Shares 23,056 Est. Cost $35.99 Unrealized +12.9%
IVV iShares Core S&P 500 ETF 0.8%
Value ($000) $1,169 Shares 2,939 Est. Cost $309.10 Unrealized
VTI Vanguard Total Stock Market Index Fund ETF Shares 0.8%
Value ($000) $1,157 Shares 5,600 Est. Cost $138.17 Unrealized
SHM SPDR Nuveen Bloomberg Barclays Short Term Municipal Bond ETF 0.8%
Value ($000) $1,129 Shares 22,790 Est. Cost $49.79 Unrealized
WMB The Williams Companies, Inc. 0.8%
Value ($000) $1,112 Shares 46,952 Est. Cost $15.10 Unrealized +18.1%
ABT Abbott Laboratories 0.7%
Value ($000) $1,064 Shares 8,882 Est. Cost $55.29 Unrealized +96.5%
MMM 3M Company 0.7%
Value ($000) $1,057 Shares 5,485 Est. Cost $122.00 Unrealized +2.5%
AMGN Amgen Inc 0.7%
Value ($000) $1,054 Shares 4,235 Est. Cost $166.49 Unrealized +22.9%
KO The Coca-Cola Company 0.7%
Value ($000) $1,049 Shares 19,901 Est. Cost $35.89 Unrealized +20.9%
PRU Prudential Financial, Inc. 0.7%
Value ($000) $1,044 Shares 11,461 Est. Cost $59.93 Unrealized +13.1%
DOW Dow Inc 0.7%
Value ($000) $1,007 Shares 15,748 Est. Cost $32.21 Unrealized +42.2%
DUK Duke Energy Corporation 0.7%
Value ($000) $994 Shares 10,298 Est. Cost $64.33 Unrealized +17.3%
DGX Quest Diagnostics Inc. 0.7%
Value ($000) $993 Shares 7,737 Est. Cost $100.05 Unrealized +12.1%
MA Mastercard Inc. 0.7%
Value ($000) $984 Shares 2,762 Est. Cost $214.75 Unrealized +58.1%
NVDA NVIDIA Corporation 0.7%
Value ($000) $958 Shares 1,793 Est. Cost $6.19 Unrealized +116.5%
ALL The Allstate Corporation 0.7%
Value ($000) $954 Shares 8,306 Est. Cost $87.83 Unrealized +11.2%
SBUX Starbucks Corporation 0.7%
Value ($000) $953 Shares 8,730 Est. Cost $61.17 Unrealized +53.7%
PYPL PayPal Holdings Inc 0.7%
Value ($000) $951 Shares 3,913 Est. Cost $124.67 Unrealized +102.1%
ENB Enbridge Inc 0.6%
Value ($000) $909 Shares 24,971 Est. Cost $23.02 Unrealized +11.0%
D Dominion Energy Inc 0.6%
Value ($000) $888 Shares 11,690 Est. Cost $60.62 Unrealized -3.5%
TRP TC Energy Corporation 0.6%
Value ($000) $881 Shares 19,255 Est. Cost $35.16 Unrealized -2.1%
UNH UnitedHealth Group Inc. 0.6%
Value ($000) $844 Shares 2,268 Est. Cost $237.90 Unrealized +34.4%
CLX The Clorox Company 0.6%
Value ($000) $809 Shares 4,195 Est. Cost $109.86 Unrealized +50.2%
GOOGL Alphabet Inc Class A 0.6%
Value ($000) $800 Shares 388 Est. Cost $55.28 Unrealized +77.2%
BTI British American Tobacco PLC 0.6%
Value ($000) $797 Shares 20,565 Est. Cost $36.92 Unrealized
SPY SPDR S&P 500 ETF Trust 0.5%
Value ($000) $791 Shares 1,995 Est. Cost $271.18 Unrealized
AMT American Tower Corporation 0.5%
Value ($000) $752 Shares 3,146 Est. Cost $131.77 Unrealized +45.9%
SWK Stanley Black & Decker INC And CORP COMMON 0.5%
Value ($000) $752 Shares 3,765 Est. Cost $115.80 Unrealized +32.9%
NSC Norfolk Southern Corporation 0.5%
Value ($000) $741 Shares 2,759 Est. Cost $116.77 Unrealized +96.0%
CAT Caterpillar Inc 0.5%
Value ($000) $719 Shares 3,100 Est. Cost $116.22 Unrealized +62.7%
ICE Intercontinental Exchange 0.5%
Value ($000) $717 Shares 6,417 Est. Cost $65.83 Unrealized +61.7%
HAS Hasbro Inc 0.5%
Value ($000) $711 Shares 7,401 Est. Cost $72.89 Unrealized +7.2%
PPG PPG Industries, Inc. 0.5%
Value ($000) $676 Shares 4,500 Est. Cost $99.02 Unrealized +31.4%
ADBE Adobe Inc 0.5%
Value ($000) $661 Shares 1,391 Est. Cost $336.23 Unrealized +39.0%
BMY Bristol-Myers Squibb Company 0.5%
Value ($000) $654 Shares 10,355 Est. Cost $45.68 Unrealized +11.7%
COST Costco Wholesale Corporation 0.4%
Value ($000) $648 Shares 1,841 Est. Cost $199.16 Unrealized +65.6%
DIS The Walt Disney Company 0.4%
Value ($000) $647 Shares 3,509 Est. Cost $104.75 Unrealized +72.0%
EL The Estee Lauder Companies Inc 0.4%
Value ($000) $624 Shares 2,145 Est. Cost $129.28 Unrealized +97.3%
IVW iShares S&P 500 Growth ETF 0.4%
Value ($000) $612 Shares 9,400 Est. Cost $93.98 Unrealized
NFLX Netflix Inc 0.4%
Value ($000) $609 Shares 1,168 Est. Cost $37.34 Unrealized +42.0%
APD Air Products and Chemicals Inc 0.4%
Value ($000) $592 Shares 2,105 Est. Cost $130.41 Unrealized +84.2%
ZTS Zoetis Inc 0.4%
Value ($000) $583 Shares 3,706 Est. Cost $125.84 Unrealized +20.5%
NOW Servicenow Inc 0.4%
Value ($000) $580 Shares 1,160 Est. Cost $71.53 Unrealized +47.6%
ISRG Intuitive Surgical Inc 0.4%
Value ($000) $566 Shares 766 Est. Cost $198.76 Unrealized +26.6%
ORCL Oracle Corporation 0.4%
Value ($000) $559 Shares 7,967 Est. Cost $43.82 Unrealized +38.3%
SHW Sherwin-Williams Co 0.3%
Value ($000) $503 Shares 681 Est. Cost $179.26 Unrealized +27.3%
NKE Nike Inc 0.3%
Value ($000) $485 Shares 3,649 Est. Cost $59.10 Unrealized +119.2%
BDX Becton, Dickinson & Company 0.3%
Value ($000) $453 Shares 1,865 Est. Cost $185.44 Unrealized +21.7%
WMT Walmart Inc 0.3%
Value ($000) $437 Shares 3,215 Est. Cost $28.36 Unrealized +52.7%
INTU Intuit Inc 0.3%
Value ($000) $415 Shares 1,083 Est. Cost $284.92 Unrealized +31.2%
ODFL Old Dominion Freight Line, Inc. 0.3%
Value ($000) $413 Shares 1,718 Est. Cost $63.30 Unrealized +65.6%
CMG Chipotle Mexican Grill Inc 0.3%
Value ($000) $406 Shares 286 Est. Cost $17.63 Unrealized +64.1%
LOW Lowes Companies Inc 0.3%
Value ($000) $396 Shares 2,083 Est. Cost $144.50 Unrealized +8.6%
HON Honeywell International Inc 0.3%
Value ($000) $395 Shares 1,820 Est. Cost $116.76 Unrealized +51.3%
FITB Fifth Third Bancorp 0.3%
Value ($000) $395 Shares 10,558 Est. Cost $27.80 Unrealized +1.3%
MDT Medtronic PLC NPV 0.3%
Value ($000) $395 Shares 3,344 Est. Cost $100.09 Unrealized +1.6%
Riverview Financial Corp 0.3%
Value ($000) $395 Shares 37,821 Est. Cost $13.59 Unrealized
CVS CVS Health Corporation 0.3%
Value ($000) $393 Shares 5,216 Est. Cost $53.98 Unrealized +15.4%
CRL Charles River Laboratories International Inc 0.3%
Value ($000) $390 Shares 1,348 Est. Cost $174.90 Unrealized +58.9%
SCHW Schwab Charles Corp 0.3%
Value ($000) $388 Shares 5,940 Est. Cost $42.46 Unrealized +34.0%
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 0.3%
Value ($000) $385 Shares 5,496 Est. Cost $68.05 Unrealized
ALGN Align Technology Inc 0.3%
Value ($000) $383 Shares 708 Est. Cost $268.99 Unrealized +105.5%
IBM International Business Machines Corporation 0.3%
Value ($000) $378 Shares 2,840 Est. Cost $101.09 Unrealized -3.0%
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares 0.3%
Value ($000) $376 Shares 7,658 Est. Cost $44.50 Unrealized
DOCU DocuSign Inc 0.3%
Value ($000) $374 Shares 1,845 Est. Cost $129.93 Unrealized +78.5%
HBAN Huntington Bancshares Incorporated 0.3%
Value ($000) $372 Shares 23,646 Est. Cost $12.00 Unrealized +0.3%
IWM iShares Russell 2000 ETF 0.3%
Value ($000) $371 Shares 1,681 Est. Cost $145.41 Unrealized
TSLA Tesla Motors Inc 0.2%
Value ($000) $342 Shares 512 Est. Cost $217.96 Unrealized +15.2%
MDU MDU Resources Group Inc 0.2%
Value ($000) $337 Shares 10,650 Est. Cost $8.04 Unrealized +17.7%
DHR Danaher Corporation 0.2%
Value ($000) $329 Shares 1,461 Est. Cost $86.23 Unrealized +130.4%
CRM Salesforce.com Inc 0.2%
Value ($000) $327 Shares 1,545 Est. Cost $112.35 Unrealized +95.8%
LULU Lululemon Athletica Inc 0.2%
Value ($000) $320 Shares 1,043 Est. Cost $236.69 Unrealized +38.7%
GD General Dynamics Corporation 0.2%
Value ($000) $320 Shares 1,760 Est. Cost $167.47 Unrealized -12.2%
FNB F.N.B. Corporation 0.2%
Value ($000) $319 Shares 25,100 Est. Cost $8.84 Unrealized +9.5%
TILT FlexShares Morningstar US Market Factors Tilt Index Fund 0.2%
Value ($000) $319 Shares 2,003 Est. Cost $113.06 Unrealized
TTD The Trade Desk Inc 0.2%
Value ($000) $296 Shares 453 Est. Cost $39.15 Unrealized +97.4%
MS Morgan Stanley 0.2%
Value ($000) $295 Shares 3,800 Est. Cost $43.84 Unrealized +49.6%
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund 0.2%
Value ($000) $295 Shares 8,163 Est. Cost $33.11 Unrealized
NUE Nucor Corporation 0.2%
Value ($000) $292 Shares 3,638 Est. Cost $50.18 Unrealized +11.8%
IWO iShares Russell 2000 Growth ETF 0.2%
Value ($000) $292 Shares 970 Est. Cost $245.62 Unrealized
EW Edwards Lifesciences Corp 0.2%
Value ($000) $291 Shares 3,481 Est. Cost $73.96 Unrealized +14.3%
CMCSA Comcast Corporation 0.2%
Value ($000) $286 Shares 5,279 Est. Cost $35.62 Unrealized +29.6%
CTAS Cintas Corp COMMON 0.2%
Value ($000) $283 Shares 827 Est. Cost $63.82 Unrealized +26.8%
Lam Research Corp 0.2%
Value ($000) $281 Shares 472 Est. Cost $278.77 Unrealized
MTCH Match Group Inc NEW 0.2%
Value ($000) $279 Shares 2,033 Est. Cost $116.86 Unrealized +25.7%
PGR The Progressive Corporation 0.2%
Value ($000) $275 Shares 2,877 Est. Cost $66.49 Unrealized +21.8%
BRK/B Berkshire Hathaway Inc B Shares 0.2%
Value ($000) $271 Shares 1,061 Est. Cost $195.68 Unrealized +24.1%
General Electric Company 0.2%
Value ($000) $267 Shares 20,378 Est. Cost $16.29 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.2%
Value ($000) $259 Shares 1,615 Est. Cost $106.26 Unrealized +39.9%
DVY iShares Select Dividend ETF 0.2%
Value ($000) $258 Shares 2,257 Est. Cost $98.35 Unrealized
IWF iShares Russell 1000 Growth ETF 0.2%
Value ($000) $249 Shares 1,023 Est. Cost $171.50 Unrealized
MDLZ Mondelez International Inc 0.2%
Value ($000) $243 Shares 4,155 Est. Cost $36.48 Unrealized +36.5%
SNPS Synopsys Inc 0.2%
Value ($000) $241 Shares 975 Est. Cost $188.86 Unrealized +34.5%
SYK Stryker Corp. 0.2%
Value ($000) $239 Shares 979 Est. Cost $186.27 Unrealized +22.3%
APH Amphenol Corporation 0.2%
Value ($000) $230 Shares 3,476 Est. Cost $26.22 Unrealized +18.3%
VWO Vanguard FTSE Emerging Markets Index Fund ETF Shares 0.2%
Value ($000) $225 Shares 4,324 Est. Cost $46.06 Unrealized
SUB iShares Short-Term National Muni Bond ETF 0.2%
Value ($000) $224 Shares 2,075 Est. Cost $107.95 Unrealized
GL Globe Life Inc 0.2%
Value ($000) $217 Shares 2,250 Est. Cost $86.06 Unrealized +6.9%
AMAT Applied Materials Inc 0.2%
Value ($000) $217 Shares 1,621 Est. Cost $39.58 Unrealized +167.1%
PNC The PNC Financial Services Group, Inc 0.1%
Value ($000) $214 Shares 1,218 Est. Cost $107.57 Unrealized +28.8%
C Citigroup Inc. 0.1%
Value ($000) $213 Shares 2,928 Est. Cost $53.89 Unrealized +4.3%
IJR iShares Core S&P Small-Cap ETF 0.1%
Value ($000) $212 Shares 1,951 Est. Cost $81.93 Unrealized
Atlassian Corporation PLC 0.1%
Value ($000) $212 Shares 1,004 Est. Cost $181.72 Unrealized
SHOP Shopify Inc 0.1%
Value ($000) $211 Shares 191 Est. Cost $77.49 Unrealized +55.9%
CGNX Cognex Corporation 0.1%
Value ($000) $210 Shares 2,528 Est. Cost $46.50 Unrealized +73.8%
TJX The TJX Compainies, Inc 0.1%
Value ($000) $210 Shares 3,181 Est. Cost $43.37 Unrealized +43.6%
VOO Vanguard S&P 500 ETF 0.1%
Value ($000) $209 Shares 573 Est. Cost $266.01 Unrealized
RTX Raytheon Technologies Corp 0.1%
Value ($000) $208 Shares 2,688 Est. Cost $55.17 Unrealized +18.3%
IBB iShares Nasdaq Biotechnology ETF 0.1%
Value ($000) $207 Shares 1,376 Est. Cost $141.23 Unrealized
QLC Flexshares US Quality Large Cap Index Fund Qulty Lrg CP Indx Etf 0.1%
Value ($000) $203 Shares 4,676 Est. Cost $33.56 Unrealized
SPGI S&P Global Inc 0.1%
Value ($000) $201 Shares 568 Est. Cost $271.87 Unrealized +17.6%
DraftKings Inc 0.1%
Value ($000) $196 Shares 3,201 Est. Cost $34.17 Unrealized
IJK iShares S&P Mid-CAP 400 Growth ETF 0.1%
Value ($000) $193 Shares 2,460 Est. Cost $109.05 Unrealized
COP ConocoPhillips 0.1%
Value ($000) $188 Shares 3,555 Est. Cost $43.68 Unrealized -5.2%
STZ Constellation Brands Inc 0.1%
Value ($000) $185 Shares 812 Est. Cost $202.18 Unrealized +2.9%
MSCI MSCI Inc 0.1%
Value ($000) $184 Shares 440 Est. Cost $312.00 Unrealized +28.0%
AXP American Express Company 0.1%
Value ($000) $183 Shares 1,296 Est. Cost $87.48 Unrealized +42.2%
JCI Johnson Controls International PLC 0.1%
Value ($000) $182 Shares 3,052 Est. Cost $31.77 Unrealized +57.3%
MCHP Microchip Tech Inc 0.1%
Value ($000) $180 Shares 1,157 Est. Cost $38.35 Unrealized +76.1%
SLB Schlumberger Limited 0.1%
Value ($000) $175 Shares 6,449 Est. Cost $37.28 Unrealized -36.4%
ADM Archer-Daniels-Midland Company 0.1%
Value ($000) $173 Shares 3,034 Est. Cost $33.16 Unrealized +44.6%
MET MetLife Inc 0.1%
Value ($000) $171 Shares 2,807 Est. Cost $39.86 Unrealized +19.4%
BABA Alibaba Group Holding Limited 0.1%
Value ($000) $169 Shares 746 Est. Cost $174.51 Unrealized
XYZ Square, Inc. 0.1%
Value ($000) $167 Shares 735 Est. Cost $110.12 Unrealized +112.4%
ABNB Airbnb Inc 0.1%
Value ($000) $159 Shares 847 Est. Cost $185.28 Unrealized 0.0%
IWR iShares Russell Mid-CAP ETF 0.1%
Value ($000) $155 Shares 2,100 Est. Cost $57.22 Unrealized
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares 0.1%
Value ($000) $152 Shares 2,500 Est. Cost $54.80 Unrealized
NIO NIO Limited 0.1%
Value ($000) $152 Shares 3,910 Est. Cost $33.31 Unrealized
SNAP Snap Inc 0.1%
Value ($000) $149 Shares 2,860 Est. Cost $57.47 Unrealized 0.0%
UPS United Parcel Service Inc 0.1%
Value ($000) $149 Shares 879 Est. Cost $92.05 Unrealized +43.4%
MO Altria Group Inc 0.1%
Value ($000) $148 Shares 2,894 Est. Cost $34.11 Unrealized -10.9%
ERIE Erie Indemnity Company 0.1%
Value ($000) $148 Shares 672 Est. Cost $125.38 Unrealized +77.7%
ZM Zoom Video Communications Inc 0.1%
Value ($000) $147 Shares 456 Est. Cost $366.86 Unrealized +0.3%
XBI SPDR S&P Biotech ETF 0.1%
Value ($000) $147 Shares 1,086 Est. Cost $123.25 Unrealized
Aphria Inc 0.1%
Value ($000) $146 Shares 7,930 Est. Cost $18.41 Unrealized
ETN Eaton Corporation PLC 0.1%
Value ($000) $144 Shares 1,042 Est. Cost $68.80 Unrealized +72.9%
DE Deere & Company 0.1%
Value ($000) $142 Shares 379 Est. Cost $144.42 Unrealized +112.9%
EEM iShares MSCI Emerging Markets ETF 0.1%
Value ($000) $133 Shares 2,500 Est. Cost $42.59 Unrealized
FTV Fortive Corp 0.1%
Value ($000) $131 Shares 1,848 Est. Cost $44.58 Unrealized +13.7%
KMB Kimberly-Clark Corporation 0.1%
Value ($000) $130 Shares 933 Est. Cost $87.38 Unrealized +26.9%
BIIB Biogen Inc 0.1%
Value ($000) $123 Shares 440 Est. Cost $318.38 Unrealized -15.3%
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 0.1%
Value ($000) $123 Shares 4,648 Est. Cost $24.35 Unrealized
WFC Wells Fargo & Company 0.1%
Value ($000) $122 Shares 3,111 Est. Cost $38.15 Unrealized -17.1%
CVNA Carvana Co 0.1%
Value ($000) $120 Shares 458 Est. Cost $223.94 Unrealized +23.1%
ROP Roper Technologies Inc 0.1%
Value ($000) $117 Shares 291 Est. Cost $349.91 Unrealized +11.4%
TRV Travelers Companies Inc 0.1%
Value ($000) $105 Shares 700 Est. Cost $110.49 Unrealized +20.5%
DDOG Datadog Inc 0.1%
Value ($000) $105 Shares 1,269 Est. Cost $56.66 Unrealized +70.2%
QUAL iShares MSCI USA Quality Factor ETF 0.1%
Value ($000) $103 Shares 843 Est. Cost $89.68 Unrealized
HYG iShares iBoxx $ High Yield Corporate Bond ETF 0.1%
Value ($000) $101 Shares 1,153 Est. Cost $86.86 Unrealized
KLAC KLA Corporation 0.1%
Value ($000) $100 Shares 304 Est. Cost $97.62 Unrealized +192.9%
DGRW Wisdom Tree US Quality Dividend Growth Fund 0.1%
Value ($000) $98 Shares 1,706 Est. Cost $45.39 Unrealized
BP BP PLC 0.1%
Value ($000) $97 Shares 3,981 Est. Cost $41.94 Unrealized
ROST Ross Stores Inc 0.1%
Value ($000) $96 Shares 800 Est. Cost $85.43 Unrealized +31.3%
IWD iShares Russell 1000 Value ETF 0.1%
Value ($000) $95 Shares 627 Est. Cost $122.89 Unrealized
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.1%
Value ($000) $92 Shares 1,628 Est. Cost $47.67 Unrealized
VDC Vanguard Consumer Staples Index Fund ETF Shares 0.1%
Value ($000) $89 Shares 498 Est. Cost $159.31 Unrealized
BSV Vanguard Short-Term Bond Index Fund ETF Shares 0.1%
Value ($000) $88 Shares 1,075 Est. Cost $79.43 Unrealized
MAS Masco Corp. 0.1%
Value ($000) $88 Shares 1,461 Est. Cost $34.81 Unrealized +46.9%
EBAY eBay Inc 0.1%
Value ($000) $87 Shares 1,424 Est. Cost $35.59 Unrealized +49.5%
Alexion Pharmaceuticals 0.1%
Value ($000) $85 Shares 556 Est. Cost $117.39 Unrealized
LYB LyondellBasell Industries 0.1%
Value ($000) $85 Shares 819 Est. Cost $54.23 Unrealized +30.6%
AWK American Water Works Company, Inc 0.1%
Value ($000) $84 Shares 560 Est. Cost $84.91 Unrealized +62.1%
NWBI Northwest Bancshares Inc 0.1%
Value ($000) $84 Shares 5,808 Est. Cost $7.87 Unrealized +29.9%
GPC Genuine Parts Company 0.1%
Value ($000) $81 Shares 700 Est. Cost $72.09 Unrealized +29.1%
CSX CSX Corporation 0.1%
Value ($000) $81 Shares 844 Est. Cost $21.10 Unrealized +35.4%
URI United Rentals Inc 0.1%
Value ($000) $81 Shares 247 Est. Cost $120.33 Unrealized +127.9%
GIS General Mills Inc 0.1%
Value ($000) $77 Shares 1,243 Est. Cost $37.74 Unrealized +29.7%
IWV iShares Russell 3000 Index Fund ETF 0.1%
Value ($000) $77 Shares 325 Est. Cost $168.72 Unrealized
The Cooper Companies Inc 0.1%
Value ($000) $77 Shares 200 Est. Cost $295.00 Unrealized
VO Vanguard Mid-Cap Index Fund ETF Shares 0.1%
Value ($000) $76 Shares 343 Est. Cost $149.18 Unrealized
BND Vanguard Total Bond Market Index Fund ETF Shares 0.1%
Value ($000) $74 Shares 871 Est. Cost $87.23 Unrealized
TSM Taiwan Semiconductor Manufacturing Company Limited 0.1%
Value ($000) $74 Shares 624 Est. Cost $39.83 Unrealized
ADP Automatic Data Processing Inc 0.0%
Value ($000) $70 Shares 370 Est. Cost $137.81 Unrealized +13.7%
IP International Paper Company 0.0%
Value ($000) $69 Shares 1,272 Est. Cost $33.70 Unrealized +17.0%
QQQ Invesco QQQ Trust ETF 0.0%
Value ($000) $69 Shares 216 Est. Cost $257.30 Unrealized
NFG National Fuel Gas Company 0.0%
Value ($000) $68 Shares 1,356 Est. Cost $53.34 Unrealized -14.9%
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $67 Shares 422 Est. Cost $115.71 Unrealized
BAX Baxter International Inc 0.0%
Value ($000) $66 Shares 787 Est. Cost $63.89 Unrealized +11.8%
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $66 Shares 864 Est. Cost $63.58 Unrealized
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.0%
Value ($000) $65 Shares 709 Est. Cost $56.42 Unrealized
DD DuPont De Nemours Inc 0.0%
Value ($000) $63 Shares 813 Est. Cost $27.24 Unrealized +6.7%
KSS Kohl's Corporation 0.0%
Value ($000) $63 Shares 1,072 Est. Cost $47.91 Unrealized +7.2%
ACWI iShares MSCI ACWI ETF 0.0%
Value ($000) $63 Shares 665 Est. Cost $73.68 Unrealized
GWW W W Grainger Inc 0.0%
Value ($000) $62 Shares 155 Est. Cost $216.36 Unrealized +69.5%
CME CME Group Inc. 0.0%
Value ($000) $61 Shares 300 Est. Cost $159.71 Unrealized +2.2%
CB Chubb Ltd CORP COMMON 0.0%
Value ($000) $60 Shares 380 Est. Cost $119.28 Unrealized +26.0%
RSG Republic Services Inc 0.0%
Value ($000) $55 Shares 552 Est. Cost $80.04 Unrealized +9.8%
VYM Vanguard High Dividend Yield Index Fund ETF Shares 0.0%
Value ($000) $54 Shares 531 Est. Cost $81.20 Unrealized
LLY Eli Lilly and Company 0.0%
Value ($000) $53 Shares 285 Est. Cost $90.39 Unrealized +105.8%
EOG EOG Resources Inc 0.0%
Value ($000) $53 Shares 729 Est. Cost $76.35 Unrealized -34.0%
WEC Wec Energy Group INC CORP COMMON 0.0%
Value ($000) $53 Shares 566 Est. Cost $57.41 Unrealized +29.0%
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 0.0%
Value ($000) $51 Shares 822 Est. Cost $59.22 Unrealized
GPN Global Payments Inc 0.0%
Value ($000) $51 Shares 251 Est. Cost $171.76 Unrealized +11.1%
PSX Phillips 66 0.0%
Value ($000) $49 Shares 600 Est. Cost $69.29 Unrealized -6.3%
RGEN Repligen Corporation 0.0%
Value ($000) $49 Shares 250 Est. Cost $96.54 Unrealized +112.4%
TDOC Teladoc Health, Inc. 0.0%
Value ($000) $48 Shares 265 Est. Cost $88.65 Unrealized +161.6%
MKTX MarketAxess Holdings Inc. 0.0%
Value ($000) $46 Shares 92 Est. Cost $343.80 Unrealized +46.3%
JETS US Global Jets ETF 0.0%
Value ($000) $45 Shares 1,670 Est. Cost $22.16 Unrealized
PANW Palo Alto Networks Inc 0.0%
Value ($000) $44 Shares 136 Est. Cost $35.80 Unrealized +66.0%
AEP American Electric Power Company Inc 0.0%
Value ($000) $44 Shares 515 Est. Cost $55.58 Unrealized +21.4%
CZR Caesars Entertainment Inc 0.0%
Value ($000) $44 Shares 500 Est. Cost $43.94 Unrealized +91.0%
SUN Sunoco Lp Unt 0.0%
Value ($000) $43 Shares 1,350 Est. Cost $28.20 Unrealized
XYL Xylem Inc 0.0%
Value ($000) $42 Shares 400 Est. Cost $73.46 Unrealized +30.4%
VTRS Viatris Inc 0.0%
Value ($000) $42 Shares 3,048 Est. Cost $13.33 Unrealized -0.1%
HAL Halliburton Company 0.0%
Value ($000) $41 Shares 1,908 Est. Cost $33.07 Unrealized -42.1%
NOC Northrop Grumman Corporation 0.0%
Value ($000) $40 Shares 125 Est. Cost $244.47 Unrealized +13.8%
USB US Bancorp 0.0%
Value ($000) $39 Shares 700 Est. Cost $35.52 Unrealized +13.5%
VGT Vanguard Information Technology Index Fund ETF Shares 0.0%
Value ($000) $39 Shares 109 Est. Cost $247.71 Unrealized
WM Waste Management Inc. 0.0%
Value ($000) $39 Shares 305 Est. Cost $93.61 Unrealized +15.5%
RCL Royal Caribbean Cruises LTD 0.0%
Value ($000) $39 Shares 450 Est. Cost $89.00 Unrealized -12.4%
TROW T. Rowe Price Group, Inc. 0.0%
Value ($000) $38 Shares 224 Est. Cost $86.61 Unrealized +52.3%
Discover Financial Services 0.0%
Value ($000) $38 Shares 400 Est. Cost $77.50 Unrealized
BFH Alliance Data Systems 0.0%
Value ($000) $38 Shares 340 Est. Cost $160.11 Unrealized -58.8%
CTVA Corteva Inc 0.0%
Value ($000) $38 Shares 813 Est. Cost $25.02 Unrealized +67.5%
VNQ Vanguard Real Estate Index Fund ETF Shares 0.0%
Value ($000) $38 Shares 415 Est. Cost $81.85 Unrealized
Activision Blizzard Inc 0.0%
Value ($000) $37 Shares 395 Est. Cost $68.57 Unrealized
FDX FedEx Corporation 0.0%
Value ($000) $36 Shares 125 Est. Cost $137.51 Unrealized +70.3%
COF Capital One Financial Corporation 0.0%
Value ($000) $36 Shares 287 Est. Cost $86.78 Unrealized +24.3%
NTRS Northern Trust Corporation 0.0%
Value ($000) $36 Shares 345 Est. Cost $84.53 Unrealized -0.1%
SPDR Gold Minishares Trust ETF 0.0%
Value ($000) $34 Shares 2,000 Est. Cost $19.00 Unrealized
QSR Restaurant Brands International Inc 0.0%
Value ($000) $33 Shares 501 Est. Cost $50.43 Unrealized +22.9%
BKNG Booking Holdings Inc 0.0%
Value ($000) $33 Shares 14 Est. Cost $1817.27 Unrealized +20.2%
LQD iShares iBoxx USD Investment Grade Corporate Bond ETF 0.0%
Value ($000) $33 Shares 250 Est. Cost $123.97 Unrealized
AEE Ameren Corp 0.0%
Value ($000) $31 Shares 385 Est. Cost $63.64 Unrealized +1.9%
IHF iShares U.S. Healthcare Providers ETF 0.0%
Value ($000) $31 Shares 123 Est. Cost $203.25 Unrealized
BA The Boeing Company 0.0%
Value ($000) $31 Shares 121 Est. Cost $251.66 Unrealized -11.7%
TIP iShares Tips Bond ETF 0.0%
Value ($000) $31 Shares 245 Est. Cost $115.02 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $30 Shares 560 Est. Cost $50.66 Unrealized -11.9%
SDY SPDR S&P Dividend 0.0%
Value ($000) $30 Shares 255 Est. Cost $92.86 Unrealized
CX CEMEX, S.A.B. de C.V. 0.0%
Value ($000) $30 Shares 4,355 Est. Cost $4.59 Unrealized
CARR Carrier Global Corp 0.0%
Value ($000) $30 Shares 713 Est. Cost $17.13 Unrealized +112.7%
CMI Cummins Inc 0.0%
Value ($000) $30 Shares 115 Est. Cost $138.21 Unrealized +60.6%
GS The Goldman Sachs Group Inc 0.0%
Value ($000) $29 Shares 90 Est. Cost $169.28 Unrealized +63.6%
PGX Invesco Preferred ETF 0.0%
Value ($000) $29 Shares 1,945 Est. Cost $14.57 Unrealized
VB Vanguard Small-Cap Index Fund ETF Shares 0.0%
Value ($000) $29 Shares 135 Est. Cost $147.80 Unrealized
ZVRA Kempharm Inc 0.0%
Value ($000) $28 Shares 3,000 Est. Cost $8.82 Unrealized 0.0%
HIG The Hartford Financial Services Group, Inc 0.0%
Value ($000) $27 Shares 400 Est. Cost $46.60 Unrealized +4.9%
KHC The Kraft Heinz Company 0.0%
Value ($000) $27 Shares 685 Est. Cost $31.51 Unrealized -9.1%
FE FirstEnergy Corp 0.0%
Value ($000) $26 Shares 750 Est. Cost $23.31 Unrealized +14.9%
AAL American Airlines Group Inc 0.0%
Value ($000) $26 Shares 1,100 Est. Cost $21.79 Unrealized -11.5%
CMS CMS Energy Corporation 0.0%
Value ($000) $25 Shares 413 Est. Cost $51.97 Unrealized -4.7%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $24 Shares 357 Est. Cost $47.48 Unrealized +27.9%
Outlook Therapeutics, Inc 0.0%
Value ($000) $23 Shares 10,000 Est. Cost $1.30 Unrealized
IJT iShares S&P Small-Cap 600 Growth ETF 0.0%
Value ($000) $21 Shares 164 Est. Cost $135.58 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $21 Shares 318 Est. Cost $53.93 Unrealized -1.1%
IVZ Invesco LTD 0.0%
Value ($000) $21 Shares 820 Est. Cost $12.88 Unrealized +41.9%
DG Dollar General Corporation 0.0%
Value ($000) $20 Shares 100 Est. Cost $119.11 Unrealized +54.9%
PTON Peloton Interactive Inc 0.0%
Value ($000) $19 Shares 170 Est. Cost $26.94 Unrealized +392.4%
OGE OGE Energy Corp 0.0%
Value ($000) $19 Shares 600 Est. Cost $41.42 Unrealized -23.9%
Royce Value Trust Inc. 0.0%
Value ($000) $19 Shares 1,038 Est. Cost $16.38 Unrealized
PEJ Invesco Dynamic Leisure & Entertainment Etf Invsc Entertnmnt 0.0%
Value ($000) $19 Shares 415 Est. Cost $40.96 Unrealized
F Ford Motor Company 0.0%
Value ($000) $19 Shares 1,552 Est. Cost $7.07 Unrealized +22.9%
BURL Burlington Stores Inc 0.0%
Value ($000) $19 Shares 64 Est. Cost $161.22 Unrealized +68.5%
ATRO Astronics Corporation 0.0%
Value ($000) $19 Shares 1,072 Est. Cost $31.49 Unrealized -50.7%
ALC Alcon Inc 0.0%
Value ($000) $19 Shares 272 Est. Cost $58.04 Unrealized +20.2%
QDF FlexShares Quality Dividend Index Fund 0.0%
Value ($000) $18 Shares 346 Est. Cost $45.15 Unrealized
EMR Emerson Electric Co. 0.0%
Value ($000) $18 Shares 200 Est. Cost $56.93 Unrealized +36.7%
BLNK Blink Charging Co. 0.0%
Value ($000) $17 Shares 425 Est. Cost $19.77 Unrealized +120.4%
Cerner Corporation 0.0%
Value ($000) $17 Shares 240 Est. Cost $66.67 Unrealized
Glaxosmithkline PLC Sponsored ADR 0.0%
Value ($000) $17 Shares 490 Est. Cost $37.37 Unrealized
MTB M&T Bank Corporation 0.0%
Value ($000) $16 Shares 105 Est. Cost $86.86 Unrealized +45.2%
CTSH Cognizant Technology Solutions Corporation 0.0%
Value ($000) $16 Shares 200 Est. Cost $69.83 Unrealized +2.6%
M Macy's Inc. 0.0%
Value ($000) $16 Shares 996 Est. Cost $21.94 Unrealized -30.4%
PLD Prologis Inc 0.0%
Value ($000) $16 Shares 150 Est. Cost $74.69 Unrealized +18.7%
Textainer Group Holdings Ltd Holding CORP COMMON 0.0%
Value ($000) $16 Shares 575 Est. Cost $20.87 Unrealized
CBRE CBRE Group Inc 0.0%
Value ($000) $15 Shares 185 Est. Cost $47.68 Unrealized +48.3%
EPD Enterprise Products Partners L.P. 0.0%
Value ($000) $15 Shares 670 Est. Cost $27.77 Unrealized
U.S. Concrete Inc 0.0%
Value ($000) $15 Shares 200 Est. Cost $75.00 Unrealized
Nikola Corporation 0.0%
Value ($000) $15 Shares 1,050 Est. Cost $29.25 Unrealized
OXY Occidental Petroleum Corporation 0.0%
Value ($000) $15 Shares 559 Est. Cost $38.48 Unrealized -38.7%
DELL Dell Technologies Inc 0.0%
Value ($000) $14 Shares 160 Est. Cost $20.60 Unrealized +82.3%
VLO Valero Energy Corporation 0.0%
Value ($000) $14 Shares 200 Est. Cost $61.06 Unrealized -6.3%
ADSK Autodesk Inc 0.0%
Value ($000) $14 Shares 50 Est. Cost $288.38 Unrealized 0.0%
Aptiv PLC 0.0%
Value ($000) $14 Shares 100 Est. Cost $80.00 Unrealized
YUM Yum Brands Inc. 0.0%
Value ($000) $13 Shares 124 Est. Cost $73.74 Unrealized +31.1%
PLUG Plug Power Inc 0.0%
Value ($000) $13 Shares 350 Est. Cost $22.64 Unrealized +127.7%
MRNA Moderna Inc 0.0%
Value ($000) $13 Shares 100 Est. Cost $57.80 Unrealized +150.7%
WTRG Essential Utilities Inc 0.0%
Value ($000) $13 Shares 300 Est. Cost $47.18 Unrealized -4.3%
EXC Exelon Corporation 0.0%
Value ($000) $13 Shares 300 Est. Cost $22.82 Unrealized +10.6%
AZO AutoZone Inc 0.0%
Value ($000) $13 Shares 9 Est. Cost $897.60 Unrealized +37.9%
SRE Sempra Energy 0.0%
Value ($000) $12 Shares 91 Est. Cost $59.96 Unrealized -11.5%
Crescent Point Energy 0.0%
Value ($000) $12 Shares 3,000 Est. Cost $3.33 Unrealized
Orbital Energy Group 0.0%
Value ($000) $12 Shares 2,000 Est. Cost $6.00 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $12 Shares 173 Est. Cost $69.14 Unrealized
MFC Manulife Financial Corporation 0.0%
Value ($000) $12 Shares 580 Est. Cost $16.45 Unrealized +21.1%
ViacomCBS Inc Class B 0.0%
Value ($000) $11 Shares 250 Est. Cost $42.86 Unrealized
TMUS T-Mobile US, Inc. 0.0%
Value ($000) $11 Shares 88 Est. Cost $78.32 Unrealized +55.4%
JNK SPDR SER Bloomberg Barclays High Yield Bond ETF 0.0%
Value ($000) $11 Shares 101 Est. Cost $107.99 Unrealized
CAG Conagra Brands Inc 0.0%
Value ($000) $11 Shares 300 Est. Cost $17.39 Unrealized +63.2%
Iaa Inc. Corp. 0.0%
Value ($000) $11 Shares 205 Est. Cost $36.17 Unrealized
SPOT Spotify Technology S.A. 0.0%
Value ($000) $11 Shares 40 Est. Cost $140.16 Unrealized +122.4%
ACVA ACV Auctions 0.0%
Value ($000) $11 Shares 325 Est. Cost $32.00 Unrealized 0.0%
Lordstown Motors Corp 0.0%
Value ($000) $10 Shares 825 Est. Cost $12.12 Unrealized
BHF Brighthouse Financial Inc 0.0%
Value ($000) $10 Shares 230 Est. Cost $57.64 Unrealized -28.7%
GQRE FlexShares Global Quality Real Estate Index Fund 0.0%
Value ($000) $10 Shares 165 Est. Cost $63.01 Unrealized
VBR Vanguard Small Cap Value Etf 0.0%
Value ($000) $10 Shares 63 Est. Cost $133.52 Unrealized
RACE Ferrari N.V. 0.0%
Value ($000) $10 Shares 50 Est. Cost $131.61 Unrealized +55.6%
ROK Rockwell Automation Inc 0.0%
Value ($000) $10 Shares 36 Est. Cost $203.70 Unrealized +15.2%
FREL Fidelity MSCI Real Estate Index ETF 0.0%
Value ($000) $9 Shares 330 Est. Cost $27.27 Unrealized
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $9 Shares 100 Est. Cost $68.43 Unrealized +15.3%
GLD SPDR Gold Shares 0.0%
Value ($000) $9 Shares 55 Est. Cost $163.64 Unrealized
SO The Southern Company 0.0%
Value ($000) $9 Shares 152 Est. Cost $43.14 Unrealized +15.5%
Royal Dutch Shell PLC Sponsored ADR B 0.0%
Value ($000) $8 Shares 223 Est. Cost $48.89 Unrealized
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $8 Shares 100 Est. Cost $63.73 Unrealized +14.1%
VNT Vontier Corporation 0.0%
Value ($000) $8 Shares 250 Est. Cost $31.19 Unrealized +4.6%
MTN Vail Resorts Inc 0.0%
Value ($000) $8 Shares 27 Est. Cost $235.91 Unrealized +23.4%
Slack Technologies Inc 0.0%
Value ($000) $7 Shares 176 Est. Cost $27.59 Unrealized
FuelCell Energy Inc 0.0%
Value ($000) $7 Shares 500 Est. Cost $12.00 Unrealized
RAVI FlexShares Ready Access Variable Income Fund 0.0%
Value ($000) $7 Shares 86 Est. Cost $75.44 Unrealized
Teekay LNG Partners L.P. 0.0%
Value ($000) $7 Shares 500 Est. Cost $20.00 Unrealized
XLK Technology Select Sector SPDR ETF 0.0%
Value ($000) $7 Shares 52 Est. Cost $130.66 Unrealized
USO United States Oil Fund LP 0.0%
Value ($000) $7 Shares 167 Est. Cost $29.94 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $6 Shares 108 Est. Cost $74.07 Unrealized
VHT Vanguard Health Care Index Fund ETF Shares 0.0%
Value ($000) $6 Shares 25 Est. Cost $240.00 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $6 Shares 70 Est. Cost $46.01 Unrealized +79.9%
SNOW Snowflake Inc. 0.0%
Value ($000) $5 Shares 22 Est. Cost $242.33 Unrealized +10.1%
The Gabelli Equity Trust Inc 0.0%
Value ($000) $5 Shares 678 Est. Cost $7.37 Unrealized
BK The Bank of New York Mellon Corp 0.0%
Value ($000) $5 Shares 96 Est. Cost $42.61 Unrealized -10.1%
AZN AstraZeneca PLC 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
HOG Harley Davidson Inc Com 0.0%
Value ($000) $5 Shares 114 Est. Cost $30.12 Unrealized +23.5%
MAA Mid-America Apartment Communities Inc 0.0%
Value ($000) $5 Shares 32 Est. Cost $115.20 Unrealized 0.0%
KMI Kinder Morgan Inc 0.0%
Value ($000) $5 Shares 300 Est. Cost $10.85 Unrealized +6.6%
Royal Dutch Shell PLC Sponsored ADR A 0.0%
Value ($000) $4 Shares 105 Est. Cost $38.10 Unrealized
CoreLogic Inc 0.0%
Value ($000) $4 Shares 50 Est. Cost $60.00 Unrealized
LHX L3Harris Technologies Inc 0.0%
Value ($000) $4 Shares 19 Est. Cost $180.33 Unrealized -5.9%
LI Li Auto Inc. ADR 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.67 Unrealized
AYI Acuity Brands Inc 0.0%
Value ($000) $4 Shares 26 Est. Cost $129.66 Unrealized -3.0%
IGSB iShares Trust 1-5 Year Investment Grade Corporate Bond ETF 0.0%
Value ($000) $4 Shares 73 Est. Cost $66.42 Unrealized
XPEV XPeng Inc 0.0%
Value ($000) $4 Shares 100 Est. Cost $44.00 Unrealized
IHI iShares U.S. Medical Devices ETF 0.0%
Value ($000) $3 Shares 8 Est. Cost $222.22 Unrealized
AI C3.ai, Inc. 0.0%
Value ($000) $3 Shares 42 Est. Cost $134.16 Unrealized -13.3%
MGK Vanguard Mega Cap Growth Index Fund ETF Shares 0.0%
Value ($000) $3 Shares 14 Est. Cost $114.29 Unrealized
Sirius XM Holdings Inc 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.00 Unrealized
CCL Carnival Corporation 0.0%
Value ($000) $3 Shares 125 Est. Cost $22.18 Unrealized +6.3%
TAK Takeda Pharmaceutical Company Limited 0.0%
Value ($000) $3 Shares 140 Est. Cost $21.43 Unrealized
Rite Aid Corporation 0.0%
Value ($000) $3 Shares 150 Est. Cost $6.67 Unrealized
SKYY First Trust Cloud Computing ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $45.45 Unrealized
WDAY Workday, Inc. 0.0%
Value ($000) $2 Shares 7 Est. Cost $224.69 Unrealized +9.9%
Aurora Cannabis Inc 0.0%
Value ($000) $2 Shares 200 Est. Cost $12.15 Unrealized
PAA Plains All American Pipeline LP 0.0%
Value ($000) $2 Shares 200 Est. Cost $25.00 Unrealized
TAYD Taylor Devices Inc. 0.0%
Value ($000) $2 Shares 205 Est. Cost $11.94 Unrealized -8.3%
OXY/WS Occidental Petroleum Corp Eqy Warrant 0.0%
Value ($000) $1 Shares 91 Est. Cost Unrealized
EVRG Evergy Inc 0.0%
Value ($000) $1 Shares 15 Est. Cost $43.96 Unrealized +3.4%
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $1 Shares 27 Est. Cost $33.33 Unrealized
Nextier Oilfield Solutions Inc 0.0%
Value ($000) $1 Shares 250 Est. Cost $8.00 Unrealized
KODK Eastman Kodak Company 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.81 Unrealized +16.6%
VYX NCR Corp 0.0%
Value ($000) $1 Shares 22 Est. Cost $21.07 Unrealized +4.4%
HII Huntington Ingalls Industries, Inc. 0.0%
Value ($000) $1 Shares 6 Est. Cost $201.89 Unrealized -20.6%
AA Alcoa Corp COMMON 0.0%
Value ($000) $1 Shares 33 Est. Cost $29.43 Unrealized -17.9%
UAMY United States Antimony Corp. 0.0%
Value ($000) $0 Shares 34 Est. Cost $0.68 Unrealized +67.7%
NOK Nokia Corporation 0.0%
Value ($000) $0 Shares 105 Est. Cost $9.52 Unrealized
BIP Brookfield Infrastructure LP 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
WY Weyerhaeuser Co 0.0%
Value ($000) $0 Shares 14 Est. Cost $20.75 Unrealized +34.3%