CNB Bank Diversified Active

CIK: 0001732074 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 29, 2021

Total Value ($000): $159,908 (100.0% shares, 0.0% debt)

Holdings (406)

AMZN Amazon.com Inc 4.9%
Value ($000) $7,802 Shares 2,268 Est. Cost $112.03 Unrealized +48.4%
AAPL Apple Inc 4.2%
Value ($000) $6,701 Shares 48,918 Est. Cost $91.97 Unrealized +37.5%
MSFT Microsoft Corporation 3.9%
Value ($000) $6,184 Shares 22,829 Est. Cost $112.18 Unrealized +118.1%
CCNE CNB Financial Corporation 2.8%
Value ($000) $4,547 Shares 199,255 Est. Cost $20.53 Unrealized +3.1%
UNP Union Pacific Corporation 2.4%
Value ($000) $3,839 Shares 17,457 Est. Cost $122.14 Unrealized +64.1%
JPM JPMorgan Chase & Co 1.9%
Value ($000) $3,031 Shares 19,484 Est. Cost $85.83 Unrealized +62.8%
PG The Procter & Gamble Company 1.8%
Value ($000) $2,947 Shares 21,842 Est. Cost $80.81 Unrealized +49.4%
PFE Pfizer Inc 1.7%
Value ($000) $2,713 Shares 69,283 Est. Cost $24.73 Unrealized +25.3%
GOOG Alphabet Inc Class C 1.6%
Value ($000) $2,636 Shares 1,052 Est. Cost $55.11 Unrealized +114.7%
ABBV AbbVie Inc 1.5%
Value ($000) $2,362 Shares 20,972 Est. Cost $65.58 Unrealized +44.5%
CVX Chevron Corporation 1.4%
Value ($000) $2,179 Shares 20,800 Est. Cost $85.21 Unrealized +2.2%
TAXF American Century Diversified Municipal Bond 1.4%
Value ($000) $2,178 Shares 39,215 Est. Cost $54.43 Unrealized
META Facebook Inc 1.3%
Value ($000) $2,125 Shares 6,110 Est. Cost $192.37 Unrealized +65.6%
PEP PepsiCo Inc 1.2%
Value ($000) $1,963 Shares 13,246 Est. Cost $104.05 Unrealized +21.3%
VZ Verizon Communications Inc 1.2%
Value ($000) $1,936 Shares 34,550 Est. Cost $37.78 Unrealized +14.9%
MRK Merck & Co. Inc 1.2%
Value ($000) $1,934 Shares 24,862 Est. Cost $59.06 Unrealized +8.6%
PM Philip Morris International Inc 1.2%
Value ($000) $1,924 Shares 19,413 Est. Cost $61.80 Unrealized +23.7%
QCOM QUALCOMM Incorporated 1.2%
Value ($000) $1,870 Shares 13,084 Est. Cost $64.95 Unrealized +88.1%
JNJ Johnson & Johnson 1.2%
Value ($000) $1,858 Shares 11,276 Est. Cost $113.12 Unrealized +28.1%
MCD McDonald's Corporation 1.2%
Value ($000) $1,856 Shares 8,036 Est. Cost $145.91 Unrealized +43.4%
INTC Intel Corporation 1.1%
Value ($000) $1,719 Shares 30,631 Est. Cost $40.86 Unrealized +31.1%
TGT Target Corporation 1.1%
Value ($000) $1,710 Shares 7,073 Est. Cost $89.75 Unrealized +113.4%
CCI Crown Castle International Corp (REIT) 1.0%
Value ($000) $1,656 Shares 8,487 Est. Cost $110.79 Unrealized +35.4%
HD The Home Depot Inc 1.0%
Value ($000) $1,629 Shares 5,108 Est. Cost $147.15 Unrealized +92.9%
AMP Ameriprise Financial Inc 1.0%
Value ($000) $1,602 Shares 6,435 Est. Cost $128.09 Unrealized +83.6%
SHM SPDR Nuveen Bloomberg Barclays Short Term Municipal Bond ETF 0.9%
Value ($000) $1,494 Shares 30,140 Est. Cost $49.74 Unrealized
NVDA NVIDIA Corporation 0.9%
Value ($000) $1,484 Shares 1,855 Est. Cost $6.52 Unrealized +145.3%
TFC Truist Financial Corporation 0.9%
Value ($000) $1,479 Shares 26,655 Est. Cost $36.20 Unrealized +30.0%
XOM Exxon Mobil Corporation 0.9%
Value ($000) $1,456 Shares 23,089 Est. Cost $37.37 Unrealized +33.9%
LMT Lockheed Martin Corp. 0.9%
Value ($000) $1,445 Shares 3,818 Est. Cost $315.50 Unrealized +7.3%
V Visa Inc 0.9%
Value ($000) $1,394 Shares 5,959 Est. Cost $166.18 Unrealized +33.0%
DLR Digital Realty Trust Inc 0.9%
Value ($000) $1,385 Shares 9,205 Est. Cost $104.85 Unrealized +22.5%
NVS Novartis AG 0.8%
Value ($000) $1,345 Shares 14,743 Est. Cost $86.82 Unrealized
IVV iShares Core S&P 500 ETF 0.8%
Value ($000) $1,264 Shares 2,941 Est. Cost $309.10 Unrealized
VTI Vanguard Total Stock Market Index Fund ETF Shares 0.8%
Value ($000) $1,248 Shares 5,600 Est. Cost $138.17 Unrealized
CSCO Cisco Systems Inc 0.8%
Value ($000) $1,234 Shares 23,293 Est. Cost $36.09 Unrealized +27.0%
WMB The Williams Companies, Inc. 0.7%
Value ($000) $1,195 Shares 45,016 Est. Cost $15.10 Unrealized +35.3%
PYPL PayPal Holdings Inc 0.7%
Value ($000) $1,160 Shares 3,979 Est. Cost $126.97 Unrealized +107.5%
ALL The Allstate Corporation 0.7%
Value ($000) $1,116 Shares 8,553 Est. Cost $88.63 Unrealized +30.1%
MMM 3M Company 0.7%
Value ($000) $1,110 Shares 5,588 Est. Cost $122.34 Unrealized +14.8%
PRU Prudential Financial, Inc. 0.7%
Value ($000) $1,109 Shares 10,821 Est. Cost $59.93 Unrealized +36.5%
KO The Coca-Cola Company 0.7%
Value ($000) $1,100 Shares 20,323 Est. Cost $36.12 Unrealized +30.9%
DGX Quest Diagnostics Inc. 0.7%
Value ($000) $1,078 Shares 8,165 Est. Cost $101.09 Unrealized +18.5%
ABT Abbott Laboratories 0.6%
Value ($000) $1,037 Shares 8,944 Est. Cost $55.29 Unrealized +94.0%
DUK Duke Energy Corporation 0.6%
Value ($000) $1,025 Shares 10,380 Est. Cost $64.33 Unrealized +30.4%
AMGN Amgen Inc 0.6%
Value ($000) $1,012 Shares 4,150 Est. Cost $166.49 Unrealized +27.6%
MA Mastercard Inc. 0.6%
Value ($000) $1,001 Shares 2,739 Est. Cost $214.75 Unrealized +68.7%
SBUX Starbucks Corporation 0.6%
Value ($000) $1,000 Shares 8,944 Est. Cost $62.14 Unrealized +63.6%
DOW Dow Inc 0.6%
Value ($000) $996 Shares 15,735 Est. Cost $32.21 Unrealized +58.5%
ENB Enbridge Inc 0.6%
Value ($000) $978 Shares 24,429 Est. Cost $23.02 Unrealized +24.4%
GOOGL Alphabet Inc Class A 0.6%
Value ($000) $962 Shares 394 Est. Cost $56.21 Unrealized +106.2%
TRP TC Energy Corporation 0.6%
Value ($000) $942 Shares 19,013 Est. Cost $35.16 Unrealized +11.9%
D Dominion Energy Inc 0.6%
Value ($000) $901 Shares 12,247 Est. Cost $60.71 Unrealized +3.2%
VYM Vanguard High Dividend Yield Index Fund ETF Shares 0.6%
Value ($000) $889 Shares 8,481 Est. Cost $103.34 Unrealized
AMT American Tower Corporation 0.6%
Value ($000) $881 Shares 3,259 Est. Cost $134.87 Unrealized +64.1%
ADBE Adobe Inc 0.5%
Value ($000) $864 Shares 1,475 Est. Cost $346.44 Unrealized +48.8%
UNH UnitedHealth Group Inc. 0.5%
Value ($000) $858 Shares 2,144 Est. Cost $237.90 Unrealized +55.1%
SPY SPDR S&P 500 ETF Trust 0.5%
Value ($000) $854 Shares 1,995 Est. Cost $271.18 Unrealized
SCHD Schwab US Dividend Equity Etf 0.5%
Value ($000) $843 Shares 11,147 Est. Cost $75.63 Unrealized
BTI British American Tobacco PLC 0.5%
Value ($000) $807 Shares 20,537 Est. Cost $36.92 Unrealized
ISRG Intuitive Surgical Inc 0.5%
Value ($000) $788 Shares 856 Est. Cost $207.36 Unrealized +35.3%
COST Costco Wholesale Corporation 0.5%
Value ($000) $778 Shares 1,967 Est. Cost $209.41 Unrealized +71.5%
SWK Stanley Black & Decker INC And CORP COMMON 0.5%
Value ($000) $772 Shares 3,765 Est. Cost $115.80 Unrealized +52.5%
PPG PPG Industries, Inc. 0.5%
Value ($000) $764 Shares 4,500 Est. Cost $99.02 Unrealized +57.9%
ZTS Zoetis Inc 0.5%
Value ($000) $764 Shares 4,102 Est. Cost $129.77 Unrealized +28.3%
NOW Servicenow Inc 0.5%
Value ($000) $763 Shares 1,389 Est. Cost $76.45 Unrealized +32.6%
CLX The Clorox Company 0.5%
Value ($000) $755 Shares 4,195 Est. Cost $109.86 Unrealized +43.3%
HAS Hasbro Inc 0.5%
Value ($000) $745 Shares 7,882 Est. Cost $73.30 Unrealized +8.7%
ICE Intercontinental Exchange 0.4%
Value ($000) $716 Shares 6,034 Est. Cost $65.83 Unrealized +64.5%
NSC Norfolk Southern Corporation 0.4%
Value ($000) $705 Shares 2,655 Est. Cost $116.77 Unrealized +114.3%
BMY Bristol-Myers Squibb Company 0.4%
Value ($000) $703 Shares 10,525 Est. Cost $45.82 Unrealized +17.6%
HON Honeywell International Inc 0.4%
Value ($000) $691 Shares 3,151 Est. Cost $148.61 Unrealized +29.3%
IVW iShares S&P 500 Growth ETF 0.4%
Value ($000) $684 Shares 9,400 Est. Cost $93.98 Unrealized
NFLX Netflix Inc 0.4%
Value ($000) $678 Shares 1,284 Est. Cost $38.59 Unrealized +32.5%
CAT Caterpillar Inc 0.4%
Value ($000) $677 Shares 3,108 Est. Cost $116.22 Unrealized +82.3%
DOCU DocuSign Inc 0.4%
Value ($000) $647 Shares 2,316 Est. Cost $148.98 Unrealized +50.1%
EL The Estee Lauder Companies Inc 0.4%
Value ($000) $643 Shares 2,021 Est. Cost $129.28 Unrealized +118.8%
ORCL Oracle Corporation 0.4%
Value ($000) $620 Shares 7,967 Est. Cost $43.82 Unrealized +68.0%
DIS The Walt Disney Company 0.4%
Value ($000) $607 Shares 3,455 Est. Cost $104.75 Unrealized +67.7%
APD Air Products and Chemicals Inc 0.4%
Value ($000) $606 Shares 2,105 Est. Cost $130.41 Unrealized +99.9%
TSLA Tesla Motors Inc 0.4%
Value ($000) $597 Shares 879 Est. Cost $217.60 Unrealized -0.2%
NKE Nike Inc 0.4%
Value ($000) $594 Shares 3,842 Est. Cost $62.44 Unrealized +101.3%
SHW Sherwin-Williams Co 0.4%
Value ($000) $563 Shares 2,066 Est. Cost $235.36 Unrealized +11.7%
CRL Charles River Laboratories International Inc 0.3%
Value ($000) $559 Shares 1,510 Est. Cost $191.96 Unrealized +74.0%
INTU Intuit Inc 0.3%
Value ($000) $546 Shares 1,112 Est. Cost $288.48 Unrealized +46.1%
LOW Lowes Companies Inc 0.3%
Value ($000) $515 Shares 2,657 Est. Cost $152.06 Unrealized +18.1%
CMG Chipotle Mexican Grill Inc 0.3%
Value ($000) $499 Shares 322 Est. Cost $18.85 Unrealized +51.4%
MDT Medtronic PLC NPV 0.3%
Value ($000) $491 Shares 3,958 Est. Cost $101.55 Unrealized +7.8%
FITB Fifth Third Bancorp 0.3%
Value ($000) $489 Shares 12,780 Est. Cost $28.79 Unrealized +16.3%
HBAN Huntington Bancshares Incorporated 0.3%
Value ($000) $486 Shares 34,024 Est. Cost $12.12 Unrealized +2.3%
XYZ Square, Inc. 0.3%
Value ($000) $481 Shares 1,972 Est. Cost $186.53 Unrealized +24.3%
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares 0.3%
Value ($000) $459 Shares 8,909 Est. Cost $45.49 Unrealized
T AT&T Inc 0.3%
Value ($000) $459 Shares 15,935 Est. Cost $16.11 Unrealized +5.5%
WMT Walmart Inc 0.3%
Value ($000) $454 Shares 3,221 Est. Cost $28.36 Unrealized +54.5%
CVS CVS Health Corporation 0.3%
Value ($000) $446 Shares 5,346 Est. Cost $54.38 Unrealized +29.6%
IBM International Business Machines Corporation 0.3%
Value ($000) $446 Shares 3,040 Est. Cost $101.91 Unrealized +11.3%
BDX Becton, Dickinson & Company 0.3%
Value ($000) $441 Shares 1,815 Est. Cost $185.44 Unrealized +19.8%
ALGN Align Technology Inc 0.3%
Value ($000) $435 Shares 711 Est. Cost $268.99 Unrealized +120.0%
Riverview Financial Corp 0.3%
Value ($000) $432 Shares 37,821 Est. Cost $13.59 Unrealized
LULU Lululemon Athletica Inc 0.3%
Value ($000) $425 Shares 1,165 Est. Cost $246.39 Unrealized +33.7%
TTD The Trade Desk Inc 0.3%
Value ($000) $424 Shares 5,474 Est. Cost $61.85 Unrealized +3.3%
SCHW Schwab Charles Corp 0.3%
Value ($000) $422 Shares 5,790 Est. Cost $42.46 Unrealized +56.9%
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 0.2%
Value ($000) $398 Shares 5,459 Est. Cost $68.05 Unrealized
IWM iShares Russell 2000 ETF 0.2%
Value ($000) $396 Shares 1,726 Est. Cost $147.60 Unrealized
DHR Danaher Corporation 0.2%
Value ($000) $393 Shares 1,466 Est. Cost $86.23 Unrealized +151.8%
CRM Salesforcecom, Inc. 0.2%
Value ($000) $378 Shares 1,547 Est. Cost $112.35 Unrealized +102.7%
EW Edwards Lifesciences Corp 0.2%
Value ($000) $376 Shares 3,641 Est. Cost $74.85 Unrealized +25.9%
MTCH Match Group Inc NEW 0.2%
Value ($000) $370 Shares 2,296 Est. Cost $119.87 Unrealized +19.4%
MS Morgan Stanley 0.2%
Value ($000) $355 Shares 3,876 Est. Cost $44.43 Unrealized +65.9%
VOO Vanguard S&P 500 ETF 0.2%
Value ($000) $353 Shares 896 Est. Cost $312.14 Unrealized
CTAS Cintas Corp COMMON 0.2%
Value ($000) $345 Shares 904 Est. Cost $65.62 Unrealized +29.5%
MDU MDU Resources Group Inc 0.2%
Value ($000) $334 Shares 10,650 Est. Cost $8.04 Unrealized +36.3%
GD General Dynamics Corporation 0.2%
Value ($000) $331 Shares 1,760 Est. Cost $167.47 Unrealized +2.0%
IWO iShares Russell 2000 Growth ETF 0.2%
Value ($000) $330 Shares 1,059 Est. Cost $251.17 Unrealized
NUE Nucor Corporation 0.2%
Value ($000) $325 Shares 3,388 Est. Cost $50.18 Unrealized +73.4%
SUB iShares Short-Term National Muni Bond ETF 0.2%
Value ($000) $323 Shares 3,000 Est. Cost $107.86 Unrealized
CMCSA Comcast Corporation 0.2%
Value ($000) $321 Shares 5,637 Est. Cost $36.48 Unrealized +34.5%
Lam Research Corp 0.2%
Value ($000) $320 Shares 491 Est. Cost $293.20 Unrealized
TILT FlexShares Morningstar US Market Factors Tilt Index Fund 0.2%
Value ($000) $318 Shares 1,865 Est. Cost $113.06 Unrealized
SHOP Shopify Inc 0.2%
Value ($000) $312 Shares 213 Est. Cost $82.21 Unrealized +49.9%
SNPS Synopsys Inc 0.2%
Value ($000) $309 Shares 1,122 Est. Cost $197.37 Unrealized +28.6%
FNB F.N.B. Corporation 0.2%
Value ($000) $309 Shares 25,100 Est. Cost $8.84 Unrealized +24.2%
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund 0.2%
Value ($000) $296 Shares 7,735 Est. Cost $33.11 Unrealized
ODFL Old Dominion Freight Line, Inc. 0.2%
Value ($000) $295 Shares 1,164 Est. Cost $63.30 Unrealized +97.9%
MDLZ Mondelez International Inc 0.2%
Value ($000) $293 Shares 4,700 Est. Cost $38.59 Unrealized +41.5%
General Electric Company 0.2%
Value ($000) $285 Shares 21,227 Est. Cost $16.18 Unrealized
PGR The Progressive Corporation 0.2%
Value ($000) $276 Shares 2,806 Est. Cost $66.49 Unrealized +33.1%
SPGI S&P Global Inc 0.2%
Value ($000) $275 Shares 670 Est. Cost $286.79 Unrealized +29.0%
BRK/B Berkshire Hathaway Inc B Shares 0.2%
Value ($000) $274 Shares 986 Est. Cost $195.68 Unrealized +42.8%
MSCI MSCI Inc 0.2%
Value ($000) $271 Shares 508 Est. Cost $331.02 Unrealized +37.2%
STZ Constellation Brands Inc 0.2%
Value ($000) $270 Shares 1,156 Est. Cost $206.71 Unrealized +5.2%
DVY iShares Select Dividend ETF 0.2%
Value ($000) $263 Shares 2,257 Est. Cost $98.35 Unrealized
IWF iShares Russell 1000 Growth ETF 0.2%
Value ($000) $261 Shares 961 Est. Cost $171.50 Unrealized
ZM Zoom Video Communications Inc 0.2%
Value ($000) $246 Shares 638 Est. Cost $357.21 Unrealized -6.8%
VWO Vanguard FTSE Emerging Markets Index Fund ETF Shares 0.2%
Value ($000) $244 Shares 4,500 Est. Cost $46.37 Unrealized
RTX Raytheon Technologies Corp 0.2%
Value ($000) $244 Shares 2,866 Est. Cost $56.44 Unrealized +34.1%
APH Amphenol Corporation 0.2%
Value ($000) $240 Shares 3,509 Est. Cost $26.22 Unrealized +23.2%
NIO NIO Limited 0.1%
Value ($000) $235 Shares 4,410 Est. Cost $35.57 Unrealized
PNC The PNC Financial Services Group, Inc 0.1%
Value ($000) $233 Shares 1,224 Est. Cost $107.57 Unrealized +47.5%
SYK Stryker Corp. 0.1%
Value ($000) $231 Shares 890 Est. Cost $186.27 Unrealized +30.7%
AMAT Applied Materials Inc 0.1%
Value ($000) $231 Shares 1,621 Est. Cost $39.58 Unrealized +225.5%
ZBH Zimmer Biomet Holdings Inc 0.1%
Value ($000) $231 Shares 1,437 Est. Cost $106.26 Unrealized +46.6%
IJR iShares Core S&P Small-Cap ETF 0.1%
Value ($000) $222 Shares 1,964 Est. Cost $81.93 Unrealized
TJX The TJX Compainies, Inc 0.1%
Value ($000) $214 Shares 3,181 Est. Cost $43.37 Unrealized +46.8%
GL Globe Life Inc 0.1%
Value ($000) $214 Shares 2,250 Est. Cost $86.06 Unrealized +14.5%
CGNX Cognex Corporation 0.1%
Value ($000) $211 Shares 2,512 Est. Cost $46.50 Unrealized +68.9%
QLC Flexshares US Quality Large Cap Index Fund Qulty Lrg CP Indx Etf 0.1%
Value ($000) $209 Shares 4,416 Est. Cost $33.56 Unrealized
COP ConocoPhillips 0.1%
Value ($000) $209 Shares 3,428 Est. Cost $43.68 Unrealized +8.0%
JCI Johnson Controls International PLC 0.1%
Value ($000) $209 Shares 3,052 Est. Cost $31.77 Unrealized +85.5%
C Citigroup Inc. 0.1%
Value ($000) $207 Shares 2,928 Est. Cost $53.89 Unrealized +16.4%
IJK iShares S&P Mid-CAP 400 Growth ETF 0.1%
Value ($000) $199 Shares 2,460 Est. Cost $109.05 Unrealized
SLB Schlumberger Limited 0.1%
Value ($000) $199 Shares 6,225 Est. Cost $37.28 Unrealized -25.5%
AXP American Express Company 0.1%
Value ($000) $198 Shares 1,198 Est. Cost $87.48 Unrealized +69.0%
UPS United Parcel Service Inc 0.1%
Value ($000) $187 Shares 899 Est. Cost $93.65 Unrealized +75.3%
SNAP Snap Inc 0.1%
Value ($000) $186 Shares 2,730 Est. Cost $57.47 Unrealized +4.4%
ADM Archer-Daniels-Midland Company 0.1%
Value ($000) $184 Shares 3,034 Est. Cost $33.16 Unrealized +68.1%
MET MetLife Inc 0.1%
Value ($000) $168 Shares 2,807 Est. Cost $39.86 Unrealized +38.2%
MO Altria Group Inc 0.1%
Value ($000) $166 Shares 3,485 Est. Cost $34.09 Unrealized -0.3%
IWR iShares Russell Mid-CAP ETF 0.1%
Value ($000) $166 Shares 2,100 Est. Cost $57.22 Unrealized
XBI SPDR S&P Biotech ETF 0.1%
Value ($000) $166 Shares 1,225 Est. Cost $124.64 Unrealized
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares 0.1%
Value ($000) $158 Shares 2,500 Est. Cost $54.80 Unrealized
CVNA Carvana Co 0.1%
Value ($000) $157 Shares 521 Est. Cost $229.75 Unrealized +18.4%
DraftKings Inc 0.1%
Value ($000) $156 Shares 2,992 Est. Cost $34.17 Unrealized
ETN Eaton Corporation PLC 0.1%
Value ($000) $154 Shares 1,042 Est. Cost $68.80 Unrealized +94.6%
ROP Roper Technologies Inc 0.1%
Value ($000) $151 Shares 321 Est. Cost $357.38 Unrealized +20.3%
MCHP Microchip Tech Inc 0.1%
Value ($000) $150 Shares 1,003 Est. Cost $38.35 Unrealized +80.3%
DDOG Datadog Inc 0.1%
Value ($000) $148 Shares 1,426 Est. Cost $60.37 Unrealized +49.7%
ABNB Airbnb Inc 0.1%
Value ($000) $147 Shares 959 Est. Cost $181.96 Unrealized -13.8%
BSV Vanguard Short-Term Bond Index Fund ETF Shares 0.1%
Value ($000) $141 Shares 1,720 Est. Cost $80.38 Unrealized
FTV Fortive Corp 0.1%
Value ($000) $141 Shares 2,019 Est. Cost $45.28 Unrealized +16.7%
EEM iShares MSCI Emerging Markets ETF 0.1%
Value ($000) $138 Shares 2,500 Est. Cost $42.59 Unrealized
LLY Eli Lilly and Company 0.1%
Value ($000) $134 Shares 585 Est. Cost $142.45 Unrealized +34.7%
DE Deere & Company 0.1%
Value ($000) $134 Shares 379 Est. Cost $144.42 Unrealized +137.4%
WFC Wells Fargo & Company 0.1%
Value ($000) $134 Shares 2,952 Est. Cost $38.15 Unrealized +4.8%
Atlassian Corporation PLC 0.1%
Value ($000) $131 Shares 510 Est. Cost $181.72 Unrealized
ERIE Erie Indemnity Company 0.1%
Value ($000) $130 Shares 672 Est. Cost $125.38 Unrealized +51.7%
ROKU Roku Inc 0.1%
Value ($000) $128 Shares 278 Est. Cost $353.72 Unrealized 0.0%
KMB Kimberly-Clark Corporation 0.1%
Value ($000) $125 Shares 933 Est. Cost $87.38 Unrealized +28.6%
IBB iShares Biotechnology ETF 0.1%
Value ($000) $125 Shares 762 Est. Cost $141.23 Unrealized
Tilray Inc 0.1%
Value ($000) $120 Shares 6,646 Est. Cost $18.06 Unrealized
HYG iShares iBoxx $ High Yield Corporate Bond ETF 0.1%
Value ($000) $119 Shares 1,353 Est. Cost $87.03 Unrealized
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 0.1%
Value ($000) $115 Shares 4,353 Est. Cost $24.35 Unrealized
BIIB Biogen Inc 0.1%
Value ($000) $114 Shares 328 Est. Cost $318.38 Unrealized -4.8%
QUAL iShares MSCI USA Quality Factor ETF 0.1%
Value ($000) $112 Shares 843 Est. Cost $89.68 Unrealized
Z Zillow Group Inc 0.1%
Value ($000) $111 Shares 908 Est. Cost $121.69 Unrealized 0.0%
DGRW Wisdom Tree US Quality Dividend Growth Fund 0.1%
Value ($000) $102 Shares 1,706 Est. Cost $45.39 Unrealized
Alexion Pharmaceuticals 0.1%
Value ($000) $102 Shares 556 Est. Cost $117.39 Unrealized
ROST Ross Stores Inc 0.1%
Value ($000) $99 Shares 800 Est. Cost $85.43 Unrealized +38.6%
LYB LyondellBasell Industries 0.1%
Value ($000) $97 Shares 939 Est. Cost $57.26 Unrealized +36.1%
GPC Genuine Parts Company 0.1%
Value ($000) $96 Shares 763 Est. Cost $75.29 Unrealized +47.1%
BP BP PLC 0.1%
Value ($000) $95 Shares 3,595 Est. Cost $41.94 Unrealized
VDC Vanguard Consumer Staples Index Fund ETF Shares 0.1%
Value ($000) $91 Shares 498 Est. Cost $159.31 Unrealized
IWV iShares Russell 3000 Index Fund ETF 0.1%
Value ($000) $90 Shares 350 Est. Cost $175.04 Unrealized
IWD iShares Russell 1000 Value ETF 0.1%
Value ($000) $90 Shares 565 Est. Cost $122.89 Unrealized
KLAC KLA Corporation 0.1%
Value ($000) $86 Shares 265 Est. Cost $97.62 Unrealized +212.4%
AWK American Water Works Company, Inc 0.1%
Value ($000) $86 Shares 560 Est. Cost $84.91 Unrealized +67.3%
EBAY eBay Inc 0.1%
Value ($000) $83 Shares 1,182 Est. Cost $35.59 Unrealized +62.2%
CSX CSX Corporation 0.1%
Value ($000) $81 Shares 2,532 Est. Cost $27.67 Unrealized +11.9%
VO Vanguard Mid-Cap Index Fund ETF Shares 0.1%
Value ($000) $81 Shares 343 Est. Cost $149.18 Unrealized
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.0%
Value ($000) $79 Shares 1,378 Est. Cost $47.67 Unrealized
The Cooper Companies Inc 0.0%
Value ($000) $79 Shares 200 Est. Cost $295.00 Unrealized
URI United Rentals Inc 0.0%
Value ($000) $79 Shares 247 Est. Cost $120.33 Unrealized +159.9%
NWBI Northwest Bancshares Inc 0.0%
Value ($000) $79 Shares 5,808 Est. Cost $7.87 Unrealized +32.2%
QQQ Invesco QQQ Trust ETF 0.0%
Value ($000) $77 Shares 216 Est. Cost $257.30 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $76 Shares 1,243 Est. Cost $37.74 Unrealized +40.2%
BND Vanguard Total Bond Market Index Fund ETF Shares 0.0%
Value ($000) $75 Shares 871 Est. Cost $87.23 Unrealized
TSM Taiwan Semiconductor Manufacturing Company Limited 0.0%
Value ($000) $75 Shares 624 Est. Cost $39.83 Unrealized
MAS Masco Corp. 0.0%
Value ($000) $75 Shares 1,276 Est. Cost $34.81 Unrealized +62.4%
ADP Automatic Data Processing Inc 0.0%
Value ($000) $74 Shares 370 Est. Cost $137.81 Unrealized +27.9%
IP International Paper Company 0.0%
Value ($000) $71 Shares 1,162 Est. Cost $33.70 Unrealized +38.4%
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.0%
Value ($000) $70 Shares 709 Est. Cost $56.42 Unrealized
GWW W W Grainger Inc 0.0%
Value ($000) $68 Shares 155 Est. Cost $216.36 Unrealized +94.2%
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $68 Shares 864 Est. Cost $63.58 Unrealized
NFG National Fuel Gas Company 0.0%
Value ($000) $68 Shares 1,306 Est. Cost $53.34 Unrealized -2.8%
ACWI iShares MSCI ACWI ETF 0.0%
Value ($000) $67 Shares 665 Est. Cost $73.68 Unrealized
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $67 Shares 406 Est. Cost $115.71 Unrealized
CME CME Group Inc. 0.0%
Value ($000) $64 Shares 300 Est. Cost $159.71 Unrealized +9.9%
TDOC Teladoc Health, Inc. 0.0%
Value ($000) $61 Shares 365 Est. Cost $108.76 Unrealized +49.0%
EOG EOG Resources Inc 0.0%
Value ($000) $61 Shares 729 Est. Cost $76.35 Unrealized -17.7%
BAX Baxter International Inc 0.0%
Value ($000) $61 Shares 757 Est. Cost $63.89 Unrealized +18.5%
RSG Republic Services Inc 0.0%
Value ($000) $61 Shares 552 Est. Cost $80.04 Unrealized +26.3%
CB Chubb Ltd CORP COMMON 0.0%
Value ($000) $60 Shares 380 Est. Cost $119.28 Unrealized +30.2%
KSS Kohl's Corporation 0.0%
Value ($000) $59 Shares 1,072 Est. Cost $47.91 Unrealized +20.0%
PSX Phillips 66 0.0%
Value ($000) $56 Shares 653 Est. Cost $69.39 Unrealized +1.7%
DD DuPont De Nemours Inc 0.0%
Value ($000) $56 Shares 722 Est. Cost $27.24 Unrealized +12.3%
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 0.0%
Value ($000) $52 Shares 801 Est. Cost $59.22 Unrealized
CZR Caesars Entertainment Inc 0.0%
Value ($000) $52 Shares 500 Est. Cost $43.94 Unrealized +129.6%
SUN Sunoco Lp Unt 0.0%
Value ($000) $51 Shares 1,350 Est. Cost $28.20 Unrealized
RGEN Repligen Corporation 0.0%
Value ($000) $50 Shares 250 Est. Cost $96.54 Unrealized +100.9%
WEC Wec Energy Group INC CORP COMMON 0.0%
Value ($000) $50 Shares 566 Est. Cost $57.41 Unrealized +40.4%
Discover Financial Services 0.0%
Value ($000) $47 Shares 400 Est. Cost $77.50 Unrealized
FE FirstEnergy Corp 0.0%
Value ($000) $47 Shares 1,250 Est. Cost $26.31 Unrealized +17.1%
NOC Northrop Grumman Corporation 0.0%
Value ($000) $45 Shares 125 Est. Cost $244.47 Unrealized +36.5%
VTRS Viatris Inc 0.0%
Value ($000) $45 Shares 3,129 Est. Cost $13.29 Unrealized -10.8%
COF Capital One Financial Corporation 0.0%
Value ($000) $44 Shares 287 Est. Cost $86.78 Unrealized +59.7%
HAL Halliburton Company 0.0%
Value ($000) $44 Shares 1,908 Est. Cost $33.07 Unrealized -38.4%
TROW T. Rowe Price Group, Inc. 0.0%
Value ($000) $44 Shares 224 Est. Cost $86.61 Unrealized +74.9%
AEP American Electric Power Company Inc 0.0%
Value ($000) $44 Shares 515 Est. Cost $55.58 Unrealized +30.8%
MKTX MarketAxess Holdings Inc. 0.0%
Value ($000) $43 Shares 92 Est. Cost $343.80 Unrealized +30.8%
WM Waste Management Inc. 0.0%
Value ($000) $43 Shares 305 Est. Cost $93.61 Unrealized +37.3%
VGT Vanguard Information Technology Index Fund ETF Shares 0.0%
Value ($000) $43 Shares 109 Est. Cost $247.71 Unrealized
USB US Bancorp 0.0%
Value ($000) $42 Shares 733 Est. Cost $36.07 Unrealized +32.3%
VNQ Vanguard Real Estate Index Fund ETF Shares 0.0%
Value ($000) $42 Shares 415 Est. Cost $81.85 Unrealized
GPN Global Payments Inc 0.0%
Value ($000) $41 Shares 219 Est. Cost $171.76 Unrealized +12.3%
NTRS Northern Trust Corporation 0.0%
Value ($000) $40 Shares 345 Est. Cost $84.53 Unrealized +17.5%
JETS US Global Jets ETF 0.0%
Value ($000) $40 Shares 1,670 Est. Cost $22.16 Unrealized
BA The Boeing Company 0.0%
Value ($000) $39 Shares 161 Est. Cost $249.20 Unrealized -3.0%
Activision Blizzard Inc 0.0%
Value ($000) $38 Shares 395 Est. Cost $68.57 Unrealized
ZVRA Kempharm Inc 0.0%
Value ($000) $38 Shares 3,000 Est. Cost $8.82 Unrealized +21.8%
CX CEMEX, S.A.B. de C.V. 0.0%
Value ($000) $37 Shares 4,355 Est. Cost $4.59 Unrealized
PANW Palo Alto Networks Inc 0.0%
Value ($000) $37 Shares 100 Est. Cost $35.80 Unrealized +65.5%
FDX FedEx Corporation 0.0%
Value ($000) $37 Shares 125 Est. Cost $137.51 Unrealized +96.6%
XYL Xylem Inc 0.0%
Value ($000) $36 Shares 300 Est. Cost $73.46 Unrealized +47.2%
SPDR Gold Minishares Trust ETF 0.0%
Value ($000) $35 Shares 2,000 Est. Cost $19.00 Unrealized
CARR Carrier Global Corp 0.0%
Value ($000) $35 Shares 713 Est. Cost $17.13 Unrealized +145.0%
TRV Travelers Companies Inc 0.0%
Value ($000) $35 Shares 231 Est. Cost $110.49 Unrealized +27.9%
LQD iShares iBoxx USD Investment Grade Corporate Bond ETF 0.0%
Value ($000) $34 Shares 250 Est. Cost $123.97 Unrealized
GS The Goldman Sachs Group Inc 0.0%
Value ($000) $34 Shares 90 Est. Cost $169.28 Unrealized +88.7%
BABA Alibaba Group Holding Limited 0.0%
Value ($000) $34 Shares 150 Est. Cost $174.51 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $34 Shares 560 Est. Cost $50.66 Unrealized +3.2%
IHF iShares U.S. Healthcare Providers ETF 0.0%
Value ($000) $33 Shares 123 Est. Cost $203.25 Unrealized
BLV Vanguard Long-Term Bond Index Fund ETF Shares 0.0%
Value ($000) $32 Shares 315 Est. Cost $101.59 Unrealized
PAYX Paychex, Inc. 0.0%
Value ($000) $32 Shares 300 Est. Cost $88.28 Unrealized 0.0%
KHC The Kraft Heinz Company 0.0%
Value ($000) $32 Shares 785 Est. Cost $31.80 Unrealized +6.4%
QSR Restaurant Brands International Inc 0.0%
Value ($000) $32 Shares 501 Est. Cost $50.43 Unrealized +33.6%
CTVA Corteva Inc 0.0%
Value ($000) $32 Shares 722 Est. Cost $25.02 Unrealized +75.5%
AEE Ameren Corp 0.0%
Value ($000) $31 Shares 385 Est. Cost $63.64 Unrealized +14.6%
BKNG Booking Holdings Inc 0.0%
Value ($000) $31 Shares 14 Est. Cost $1817.27 Unrealized +26.4%
TIP iShares Tips Bond ETF 0.0%
Value ($000) $31 Shares 245 Est. Cost $115.02 Unrealized
SDY SPDR S&P Dividend 0.0%
Value ($000) $31 Shares 255 Est. Cost $92.86 Unrealized
VXF Vanguard Extended Market Index Fund ETF Shares 0.0%
Value ($000) $30 Shares 159 Est. Cost $188.68 Unrealized
PGX Invesco Preferred ETF 0.0%
Value ($000) $30 Shares 1,945 Est. Cost $14.57 Unrealized
VB Vanguard Small-Cap Index Fund ETF Shares 0.0%
Value ($000) $30 Shares 135 Est. Cost $147.80 Unrealized
OTIS Otis Worldwide Corp 0.0%
Value ($000) $29 Shares 357 Est. Cost $47.48 Unrealized +51.0%
BIV Vanguard Intermediate-Term Bond Index Fund ETF Shares 0.0%
Value ($000) $29 Shares 326 Est. Cost $88.96 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $28 Shares 115 Est. Cost $138.21 Unrealized +65.2%
YUM Yum Brands Inc. 0.0%
Value ($000) $26 Shares 224 Est. Cost $89.07 Unrealized +21.4%
Outlook Therapeutics, Inc 0.0%
Value ($000) $25 Shares 10,000 Est. Cost $1.30 Unrealized
HIG The Hartford Financial Services Group, Inc 0.0%
Value ($000) $25 Shares 400 Est. Cost $46.60 Unrealized +27.9%
CMS CMS Energy Corporation 0.0%
Value ($000) $24 Shares 413 Est. Cost $51.97 Unrealized +3.9%
GILD Gilead Sciences Inc 0.0%
Value ($000) $24 Shares 345 Est. Cost $54.08 Unrealized +3.3%
MRNA Moderna Inc 0.0%
Value ($000) $23 Shares 100 Est. Cost $57.80 Unrealized +209.2%
DG Dollar General Corporation 0.0%
Value ($000) $22 Shares 101 Est. Cost $119.87 Unrealized +63.1%
U.S. Concrete Inc 0.0%
Value ($000) $22 Shares 300 Est. Cost $74.44 Unrealized
F Ford Motor Company 0.0%
Value ($000) $22 Shares 1,452 Est. Cost $7.07 Unrealized +42.7%
PEJ Invesco Dynamic Leisure & Entertainment ETF 0.0%
Value ($000) $22 Shares 415 Est. Cost $40.96 Unrealized
IJT iShares S&P Small-Cap 600 Growth ETF 0.0%
Value ($000) $22 Shares 164 Est. Cost $135.58 Unrealized
BNDX Vanguard Total International Bond Index Fund ETF Shares 0.0%
Value ($000) $22 Shares 383 Est. Cost $57.44 Unrealized
CTSH Cognizant Technology Solutions Corporation 0.0%
Value ($000) $21 Shares 300 Est. Cost $69.64 Unrealized -0.6%
BURL Burlington Stores Inc 0.0%
Value ($000) $21 Shares 64 Est. Cost $161.22 Unrealized +97.4%
PTON Peloton Interactive Inc 0.0%
Value ($000) $21 Shares 170 Est. Cost $26.94 Unrealized +295.1%
EMR Emerson Electric Co. 0.0%
Value ($000) $20 Shares 208 Est. Cost $58.03 Unrealized +47.4%
OGE OGE Energy Corp 0.0%
Value ($000) $20 Shares 600 Est. Cost $41.42 Unrealized -18.6%
Royce Value Trust Inc. 0.0%
Value ($000) $20 Shares 1,038 Est. Cost $16.38 Unrealized
Cerner Corporation 0.0%
Value ($000) $19 Shares 240 Est. Cost $66.67 Unrealized
QDF FlexShares Quality Dividend Index Fund 0.0%
Value ($000) $19 Shares 346 Est. Cost $45.15 Unrealized
Nikola Corporation 0.0%
Value ($000) $19 Shares 1,050 Est. Cost $29.25 Unrealized
ATRO Astronics Corporation 0.0%
Value ($000) $19 Shares 1,072 Est. Cost $31.49 Unrealized -44.7%
Textainer Group Holdings Ltd Holding CORP COMMON 0.0%
Value ($000) $19 Shares 575 Est. Cost $20.87 Unrealized
M Macy's Inc. 0.0%
Value ($000) $19 Shares 996 Est. Cost $21.94 Unrealized -19.1%
ALC Alcon Inc 0.0%
Value ($000) $18 Shares 252 Est. Cost $58.04 Unrealized +21.1%
PLD Prologis Inc 0.0%
Value ($000) $18 Shares 150 Est. Cost $74.69 Unrealized +37.0%
BLNK Blink Charging Co. 0.0%
Value ($000) $18 Shares 425 Est. Cost $19.77 Unrealized +87.7%
OXY Occidental Petroleum Corporation 0.0%
Value ($000) $17 Shares 559 Est. Cost $38.48 Unrealized -34.3%
BFH Alliance Data Systems 0.0%
Value ($000) $17 Shares 166 Est. Cost $160.11 Unrealized -48.0%
Aptiv PLC 0.0%
Value ($000) $16 Shares 100 Est. Cost $80.00 Unrealized
EPD Enterprise Products Partners L.P. 0.0%
Value ($000) $16 Shares 670 Est. Cost $27.77 Unrealized
DELL Dell Technologies Inc 0.0%
Value ($000) $16 Shares 160 Est. Cost $20.60 Unrealized +123.2%
CBRE CBRE Group Inc 0.0%
Value ($000) $16 Shares 185 Est. Cost $47.68 Unrealized +79.0%
VLO Valero Energy Corporation 0.0%
Value ($000) $16 Shares 200 Est. Cost $61.06 Unrealized +8.1%
MTB M&T Bank Corporation 0.0%
Value ($000) $15 Shares 105 Est. Cost $86.86 Unrealized +54.9%
IVZ Invesco LTD 0.0%
Value ($000) $15 Shares 558 Est. Cost $12.88 Unrealized +73.6%
ADSK Autodesk Inc 0.0%
Value ($000) $15 Shares 50 Est. Cost $288.38 Unrealized -1.1%
Crescent Point Energy 0.0%
Value ($000) $14 Shares 3,000 Est. Cost $3.33 Unrealized
AZO AutoZone Inc 0.0%
Value ($000) $14 Shares 9 Est. Cost $897.60 Unrealized +61.5%
WTRG Essential Utilities Inc 0.0%
Value ($000) $14 Shares 300 Est. Cost $47.18 Unrealized -0.6%
MDYV SPDR S&P 400 Mid Cap Value ETF 0.0%
Value ($000) $14 Shares 200 Est. Cost $70.00 Unrealized
Glaxosmithkline PLC Sponsored ADR 0.0%
Value ($000) $14 Shares 340 Est. Cost $37.37 Unrealized
TMUS T-Mobile US, Inc. 0.0%
Value ($000) $13 Shares 88 Est. Cost $78.32 Unrealized +70.1%
BAC Bank of America Corporation 0.0%
Value ($000) $13 Shares 310 Est. Cost $36.56 Unrealized 0.0%
EXC Exelon Corporation 0.0%
Value ($000) $13 Shares 300 Est. Cost $22.82 Unrealized +19.9%
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $13 Shares 173 Est. Cost $69.14 Unrealized
PLUG Plug Power Inc 0.0%
Value ($000) $12 Shares 350 Est. Cost $22.64 Unrealized +28.1%
SRE Sempra Energy 0.0%
Value ($000) $12 Shares 91 Est. Cost $59.96 Unrealized -1.8%
ViacomCBS Inc Class B 0.0%
Value ($000) $11 Shares 250 Est. Cost $42.86 Unrealized
VMBS Vanguard Mortgage-Backed Securities Index Fund ETF Shares 0.0%
Value ($000) $11 Shares 203 Est. Cost $54.19 Unrealized
SO The Southern Company 0.0%
Value ($000) $11 Shares 174 Est. Cost $44.48 Unrealized +20.9%
CAG Conagra Brands Inc 0.0%
Value ($000) $11 Shares 300 Est. Cost $17.39 Unrealized +74.0%
VBR Vanguard Small Cap Value Etf 0.0%
Value ($000) $11 Shares 63 Est. Cost $133.52 Unrealized
PPL PPL Corp. 0.0%
Value ($000) $11 Shares 400 Est. Cost $24.28 Unrealized 0.0%
BHF Brighthouse Financial Inc 0.0%
Value ($000) $11 Shares 230 Est. Cost $57.64 Unrealized -18.5%
GQRE FlexShares Global Quality Real Estate Index Fund 0.0%
Value ($000) $11 Shares 165 Est. Cost $63.01 Unrealized
JNK SPDR SER Bloomberg Barclays High Yield Bond ETF 0.0%
Value ($000) $11 Shares 101 Est. Cost $107.99 Unrealized
MFC Manulife Financial Corporation 0.0%
Value ($000) $11 Shares 580 Est. Cost $16.45 Unrealized +27.3%
FREL Fidelity MSCI Real Estate Index ETF 0.0%
Value ($000) $10 Shares 330 Est. Cost $27.27 Unrealized
RACE Ferrari N.V. 0.0%
Value ($000) $10 Shares 50 Est. Cost $131.61 Unrealized +58.4%
ROK Rockwell Automation Inc 0.0%
Value ($000) $10 Shares 36 Est. Cost $203.70 Unrealized +22.3%
Orbital Energy Group 0.0%
Value ($000) $9 Shares 2,000 Est. Cost $6.00 Unrealized
COIN Coinbase Global Inc 0.0%
Value ($000) $9 Shares 37 Est. Cost $259.62 Unrealized 0.0%
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $9 Shares 100 Est. Cost $68.43 Unrealized +20.7%
BlackRock Inc 0.0%
Value ($000) $9 Shares 10 Est. Cost $900.00 Unrealized
Lordstown Motors Corp 0.0%
Value ($000) $9 Shares 825 Est. Cost $12.12 Unrealized
VNT Vontier Corporation 0.0%
Value ($000) $8 Shares 250 Est. Cost $31.19 Unrealized +5.6%
Teekay LNG Partners L.P. 0.0%
Value ($000) $8 Shares 500 Est. Cost $20.00 Unrealized
Ashford Hospitality Trust Inc 0.0%
Value ($000) $8 Shares 1,700 Est. Cost $4.71 Unrealized
GLW Corning Incorporated 0.0%
Value ($000) $8 Shares 206 Est. Cost $38.31 Unrealized 0.0%
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $8 Shares 100 Est. Cost $63.73 Unrealized +16.3%
USO United States Oil Fund LP 0.0%
Value ($000) $8 Shares 167 Est. Cost $29.94 Unrealized
ACVA ACV Auctions 0.0%
Value ($000) $8 Shares 325 Est. Cost $32.00 Unrealized -8.9%
VCSH Vanguard Short-Term Corporate Bond Index Fund ETF Shares 0.0%
Value ($000) $8 Shares 100 Est. Cost $80.00 Unrealized
ENPH Enphase Energy Inc 0.0%
Value ($000) $7 Shares 40 Est. Cost $146.68 Unrealized 0.0%
EVRG Evergy Inc 0.0%
Value ($000) $7 Shares 112 Est. Cost $50.85 Unrealized +2.1%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $6 Shares 108 Est. Cost $74.07 Unrealized
AZN AstraZeneca PLC 0.0%
Value ($000) $6 Shares 100 Est. Cost $50.00 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $6 Shares 70 Est. Cost $46.01 Unrealized +79.0%
RCL Royal Caribbean Cruises LTD 0.0%
Value ($000) $6 Shares 75 Est. Cost $89.00 Unrealized -3.8%
PKW Invesco Buyback Achievers ETF 0.0%
Value ($000) $6 Shares 66 Est. Cost $90.91 Unrealized
RAVI FlexShares Ready Access Variable Income Fund 0.0%
Value ($000) $6 Shares 83 Est. Cost $75.44 Unrealized
CCL Carnival Corporation 0.0%
Value ($000) $6 Shares 225 Est. Cost $24.77 Unrealized +13.0%
HOG Harley Davidson Inc Com 0.0%
Value ($000) $5 Shares 114 Est. Cost $30.12 Unrealized +54.1%
IFF International Flavors & Fragrances Inc. 0.0%
Value ($000) $5 Shares 36 Est. Cost $126.29 Unrealized 0.0%
Slack Technologies Inc 0.0%
Value ($000) $5 Shares 116 Est. Cost $27.59 Unrealized
SNOW Snowflake Inc. 0.0%
Value ($000) $5 Shares 22 Est. Cost $242.33 Unrealized -4.0%
OMC Omnicom Group Inc 0.0%
Value ($000) $5 Shares 62 Est. Cost $68.98 Unrealized 0.0%
KMI Kinder Morgan Inc 0.0%
Value ($000) $5 Shares 300 Est. Cost $10.85 Unrealized +26.5%
LI Li Auto Inc. ADR 0.0%
Value ($000) $5 Shares 150 Est. Cost $26.67 Unrealized
MAA Mid-America Apartment Communities Inc 0.0%
Value ($000) $5 Shares 32 Est. Cost $115.20 Unrealized +17.9%
BK The Bank of New York Mellon Corp 0.0%
Value ($000) $5 Shares 96 Est. Cost $42.61 Unrealized +2.9%
XPEV XPeng Inc 0.0%
Value ($000) $4 Shares 100 Est. Cost $44.00 Unrealized
IJH iShares Core S&P Mid-Cap ETF 0.0%
Value ($000) $4 Shares 15 Est. Cost $266.67 Unrealized
AVGO Broadcom Inc 0.0%
Value ($000) $4 Shares 9 Est. Cost $42.05 Unrealized 0.0%
FuelCell Energy Inc 0.0%
Value ($000) $4 Shares 500 Est. Cost $12.00 Unrealized
Royal Dutch Shell PLC Sponsored ADR B 0.0%
Value ($000) $4 Shares 108 Est. Cost $48.89 Unrealized
LHX L3Harris Technologies Inc 0.0%
Value ($000) $3 Shares 12 Est. Cost $180.33 Unrealized +8.5%
KEY KeyCorp 0.0%
Value ($000) $3 Shares 151 Est. Cost $17.28 Unrealized 0.0%
EDV Vanguard Extended Duration Treasury Index Fund ETF 0.0%
Value ($000) $3 Shares 20 Est. Cost $150.00 Unrealized
AI C3.ai, Inc. 0.0%
Value ($000) $3 Shares 42 Est. Cost $134.16 Unrealized -53.7%
Sirius XM Holdings Inc 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.00 Unrealized
MGK Vanguard Mega Cap Growth Index Fund ETF Shares 0.0%
Value ($000) $3 Shares 14 Est. Cost $114.29 Unrealized
IHI iShares U.S. Medical Devices ETF 0.0%
Value ($000) $3 Shares 8 Est. Cost $222.22 Unrealized
OGN Organon & Co 0.0%
Value ($000) $3 Shares 90 Est. Cost $26.93 Unrealized 0.0%
Iaa Inc. Corp. 0.0%
Value ($000) $3 Shares 60 Est. Cost $36.17 Unrealized
TAK Takeda Pharmaceutical Company Limited 0.0%
Value ($000) $2 Shares 140 Est. Cost $21.43 Unrealized
TAYD Taylor Devices Inc. 0.0%
Value ($000) $2 Shares 205 Est. Cost $11.94 Unrealized +0.4%
PAA Plains All American Pipeline LP 0.0%
Value ($000) $2 Shares 200 Est. Cost $25.00 Unrealized
HPQ HP Inc 0.0%
Value ($000) $2 Shares 59 Est. Cost $27.18 Unrealized 0.0%
WDAY Workday, Inc. 0.0%
Value ($000) $2 Shares 7 Est. Cost $224.69 Unrealized +7.0%
SKYY First Trust Cloud Computing ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $45.45 Unrealized
Aurora Cannabis Inc 0.0%
Value ($000) $2 Shares 200 Est. Cost $12.15 Unrealized
Rite Aid Corporation 0.0%
Value ($000) $2 Shares 150 Est. Cost $6.67 Unrealized
Rubius Therapeutics 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $1 Shares 27 Est. Cost $33.33 Unrealized
SPYV SPDR Portfolio S&P 500 Value ETF 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
Nextier Oilfield Solutions Inc 0.0%
Value ($000) $1 Shares 250 Est. Cost $8.00 Unrealized
NOK Nokia Corporation 0.0%
Value ($000) $1 Shares 105 Est. Cost $9.52 Unrealized
WAB Westinghouse Air Brake Technologies Corp. 0.0%
Value ($000) $1 Shares 5 Est. Cost $79.07 Unrealized 0.0%
BIP Brookfield Infrastructure LP 0.0%
Value ($000) $1 Shares 2 Est. Cost Unrealized
WY Weyerhaeuser Company 0.0%
Value ($000) $1 Shares 14 Est. Cost $20.75 Unrealized +47.1%
AA Alcoa Corp COMMON 0.0%
Value ($000) $1 Shares 33 Est. Cost $29.43 Unrealized +18.0%
ACN Accenture PLC 0.0%
Value ($000) $1 Shares 3 Est. Cost $268.15 Unrealized 0.0%
VYX NCR Corp 0.0%
Value ($000) $1 Shares 22 Est. Cost $21.07 Unrealized +31.3%
China Mobile Limited 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized
OXY/WS Occidental Petroleum Corp Eqy Warrant 0.0%
Value ($000) $1 Shares 91 Est. Cost Unrealized
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $1 Shares 1 Est. Cost $35.87 Unrealized 0.0%
UAMY United States Antimony Corp. 0.0%
Value ($000) $1 Shares 34 Est. Cost $0.68 Unrealized +37.2%
HII Huntington Ingalls Industries, Inc. 0.0%
Value ($000) $1 Shares 6 Est. Cost $201.89 Unrealized -5.0%