CNB Bank Diversified Active

CIK: 0001732074 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 2, 2021

Total Value ($000): $166,498 (100.0% shares, 0.0% debt)

Holdings (412)

AMZN Amazon.com Inc 4.7%
Value ($000) $7,891 Shares 2,402 Est. Cost $115.40 Unrealized +49.5%
AAPL Apple Inc 4.3%
Value ($000) $7,211 Shares 50,966 Est. Cost $94.05 Unrealized +53.0%
MSFT Microsoft Corporation 4.0%
Value ($000) $6,730 Shares 23,873 Est. Cost $119.56 Unrealized +134.8%
CCNE CNB Financial Corporation 2.9%
Value ($000) $4,833 Shares 198,572 Est. Cost $20.53 Unrealized +2.2%
UNP Union Pacific Corporation 2.2%
Value ($000) $3,611 Shares 18,421 Est. Cost $125.97 Unrealized +55.0%
PG The Procter & Gamble Company 2.2%
Value ($000) $3,588 Shares 25,667 Est. Cost $87.73 Unrealized +45.1%
JPM JPMorgan Chase & Co 2.0%
Value ($000) $3,406 Shares 20,806 Est. Cost $89.29 Unrealized +57.1%
PFE Pfizer Inc 1.8%
Value ($000) $3,047 Shares 70,837 Est. Cost $24.97 Unrealized +42.8%
GOOG Alphabet Inc Class C 1.7%
Value ($000) $2,809 Shares 1,054 Est. Cost $55.11 Unrealized +148.3%
ABBV AbbVie Inc 1.5%
Value ($000) $2,480 Shares 22,991 Est. Cost $68.36 Unrealized +42.2%
CVX Chevron Corporation 1.4%
Value ($000) $2,263 Shares 22,306 Est. Cost $85.08 Unrealized -2.1%
TAXF American Century Diversified Municipal Bond 1.3%
Value ($000) $2,244 Shares 40,715 Est. Cost $54.46 Unrealized
PEP PepsiCo Inc 1.3%
Value ($000) $2,163 Shares 14,380 Est. Cost $106.49 Unrealized +26.8%
META Facebook Inc 1.3%
Value ($000) $2,123 Shares 6,256 Est. Cost $196.23 Unrealized +82.3%
VZ Verizon Communications Inc 1.2%
Value ($000) $2,077 Shares 38,453 Est. Cost $38.24 Unrealized +10.7%
MCD McDonald's Corporation 1.2%
Value ($000) $2,051 Shares 8,506 Est. Cost $149.77 Unrealized +44.1%
PM Philip Morris International Inc 1.2%
Value ($000) $2,012 Shares 21,228 Est. Cost $63.44 Unrealized +27.8%
MRK Merck & Co. Inc 1.2%
Value ($000) $2,010 Shares 26,768 Est. Cost $59.57 Unrealized +11.0%
JNJ Johnson & Johnson 1.1%
Value ($000) $1,904 Shares 11,787 Est. Cost $114.73 Unrealized +31.0%
AMP Ameriprise Financial Inc 1.1%
Value ($000) $1,889 Shares 7,151 Est. Cost $139.81 Unrealized +75.4%
QCOM QUALCOMM Incorporated 1.1%
Value ($000) $1,859 Shares 14,410 Est. Cost $70.83 Unrealized +81.9%
INTC Intel Corporation 1.1%
Value ($000) $1,794 Shares 33,661 Est. Cost $41.67 Unrealized +19.5%
TFC Truist Financial Corporation 1.1%
Value ($000) $1,789 Shares 30,511 Est. Cost $37.33 Unrealized +20.9%
TGT Target Corporation 1.1%
Value ($000) $1,754 Shares 7,669 Est. Cost $99.86 Unrealized +120.2%
SHM SPDR Nuveen Bloomberg Barclays Short Term Municipal Bond ETF 1.0%
Value ($000) $1,652 Shares 33,440 Est. Cost $49.71 Unrealized
CCI Crown Castle International Corp (REIT) 1.0%
Value ($000) $1,648 Shares 9,510 Est. Cost $115.64 Unrealized +34.8%
HD The Home Depot Inc 1.0%
Value ($000) $1,629 Shares 4,962 Est. Cost $147.15 Unrealized +100.2%
DLR Digital Realty Trust Inc 0.9%
Value ($000) $1,526 Shares 10,563 Est. Cost $108.62 Unrealized +23.6%
LMT Lockheed Martin Corp. 0.9%
Value ($000) $1,522 Shares 4,410 Est. Cost $316.21 Unrealized +1.4%
NVDA NVIDIA Corporation 0.9%
Value ($000) $1,495 Shares 7,211 Est. Cost $17.07 Unrealized +21.4%
V Visa Inc 0.9%
Value ($000) $1,453 Shares 6,524 Est. Cost $171.45 Unrealized +32.4%
NVS Novartis AG 0.8%
Value ($000) $1,362 Shares 16,650 Est. Cost $86.24 Unrealized
WMB The Williams Companies, Inc. 0.8%
Value ($000) $1,362 Shares 52,512 Est. Cost $15.86 Unrealized +28.7%
XOM Exxon Mobil Corporation 0.8%
Value ($000) $1,339 Shares 22,753 Est. Cost $37.37 Unrealized +29.7%
CSCO Cisco Systems Inc 0.8%
Value ($000) $1,339 Shares 24,606 Est. Cost $36.79 Unrealized +33.8%
DGX Quest Diagnostics Inc. 0.8%
Value ($000) $1,293 Shares 8,897 Est. Cost $103.83 Unrealized +29.5%
PRU Prudential Financial, Inc. 0.8%
Value ($000) $1,277 Shares 12,137 Est. Cost $62.47 Unrealized +33.5%
IVV iShares Core S&P 500 ETF 0.8%
Value ($000) $1,267 Shares 2,941 Est. Cost $309.10 Unrealized
PYPL PayPal Holdings Inc 0.7%
Value ($000) $1,206 Shares 4,636 Est. Cost $149.09 Unrealized +89.9%
ALL The Allstate Corporation 0.7%
Value ($000) $1,173 Shares 9,216 Est. Cost $90.79 Unrealized +30.7%
VYM Vanguard High Dividend Yield Index Fund ETF Shares 0.7%
Value ($000) $1,129 Shares 10,924 Est. Cost $103.35 Unrealized
SCHD Schwab US Dividend Equity Etf 0.7%
Value ($000) $1,113 Shares 14,992 Est. Cost $75.27 Unrealized
ENB Enbridge Inc 0.7%
Value ($000) $1,107 Shares 27,804 Est. Cost $23.83 Unrealized +24.6%
MMM 3M Company 0.6%
Value ($000) $1,076 Shares 6,134 Est. Cost $123.67 Unrealized +11.0%
SBUX Starbucks Corporation 0.6%
Value ($000) $1,073 Shares 9,721 Est. Cost $65.62 Unrealized +61.1%
DUK Duke Energy Corporation 0.6%
Value ($000) $1,068 Shares 10,946 Est. Cost $65.51 Unrealized +33.2%
TRP TC Energy Corporation 0.6%
Value ($000) $1,060 Shares 22,052 Est. Cost $35.64 Unrealized +8.4%
DOW Dow Inc 0.6%
Value ($000) $1,052 Shares 18,276 Est. Cost $34.38 Unrealized +39.1%
KO The Coca-Cola Company 0.6%
Value ($000) $1,036 Shares 19,751 Est. Cost $36.12 Unrealized +35.1%
D Dominion Energy Inc 0.6%
Value ($000) $1,029 Shares 14,088 Est. Cost $60.94 Unrealized +2.5%
GOOGL Alphabet Inc Class A 0.6%
Value ($000) $1,019 Shares 381 Est. Cost $56.21 Unrealized +140.3%
ABT Abbott Laboratories 0.6%
Value ($000) $1,008 Shares 8,536 Est. Cost $55.29 Unrealized +105.2%
TSLA Tesla Motors Inc 0.6%
Value ($000) $998 Shares 1,287 Est. Cost $223.23 Unrealized +5.4%
AMGN Amgen Inc 0.6%
Value ($000) $973 Shares 4,577 Est. Cost $169.64 Unrealized +18.0%
NFLX Netflix Inc 0.6%
Value ($000) $956 Shares 1,566 Est. Cost $41.55 Unrealized +32.4%
NOW Servicenow Inc 0.6%
Value ($000) $954 Shares 1,533 Est. Cost $80.65 Unrealized +50.2%
ADBE Adobe Inc 0.6%
Value ($000) $937 Shares 1,628 Est. Cost $373.04 Unrealized +68.7%
ISRG Intuitive Surgical Inc 0.6%
Value ($000) $922 Shares 927 Est. Cost $217.20 Unrealized +54.6%
COST Costco Wholesale Corporation 0.5%
Value ($000) $906 Shares 2,017 Est. Cost $214.58 Unrealized +94.9%
AMT American Tower Corporation 0.5%
Value ($000) $898 Shares 3,387 Est. Cost $139.17 Unrealized +78.7%
SPY SPDR S&P 500 ETF Trust 0.5%
Value ($000) $856 Shares 1,995 Est. Cost $271.18 Unrealized
ZTS Zoetis Inc 0.5%
Value ($000) $854 Shares 4,402 Est. Cost $134.12 Unrealized +44.4%
BTI British American Tobacco PLC 0.5%
Value ($000) $824 Shares 23,350 Est. Cost $36.73 Unrealized
MA Mastercard Inc. 0.5%
Value ($000) $801 Shares 2,304 Est. Cost $214.75 Unrealized +65.2%
HAS Hasbro Inc 0.5%
Value ($000) $791 Shares 8,862 Est. Cost $74.16 Unrealized +9.3%
HON Honeywell International Inc 0.4%
Value ($000) $727 Shares 3,425 Est. Cost $152.29 Unrealized +27.8%
ICE Intercontinental Exchange 0.4%
Value ($000) $703 Shares 6,117 Est. Cost $66.46 Unrealized +68.6%
IVW iShares S&P 500 Growth ETF 0.4%
Value ($000) $695 Shares 9,400 Est. Cost $93.98 Unrealized
CLX The Clorox Company 0.4%
Value ($000) $695 Shares 4,195 Est. Cost $109.86 Unrealized +36.0%
UNH UnitedHealth Group Inc. 0.4%
Value ($000) $678 Shares 1,736 Est. Cost $237.90 Unrealized +61.8%
XYZ Square, Inc. 0.4%
Value ($000) $674 Shares 2,809 Est. Cost $207.49 Unrealized +23.8%
SWK Stanley Black & Decker INC And CORP COMMON 0.4%
Value ($000) $660 Shares 3,765 Est. Cost $115.80 Unrealized +44.0%
CRL Charles River Laboratories International Inc 0.4%
Value ($000) $660 Shares 1,597 Est. Cost $204.13 Unrealized +103.5%
ORCL Oracle Corporation 0.4%
Value ($000) $657 Shares 7,540 Est. Cost $43.82 Unrealized +90.2%
SHW Sherwin-Williams Co 0.4%
Value ($000) $653 Shares 2,336 Est. Cost $240.68 Unrealized +16.9%
LOW Lowes Companies Inc 0.4%
Value ($000) $650 Shares 3,208 Est. Cost $157.47 Unrealized +16.6%
PPG PPG Industries, Inc. 0.4%
Value ($000) $644 Shares 4,500 Est. Cost $99.02 Unrealized +48.2%
FITB Fifth Third Bancorp 0.4%
Value ($000) $623 Shares 14,677 Est. Cost $29.24 Unrealized +10.4%
INTU Intuit Inc 0.4%
Value ($000) $621 Shares 1,149 Est. Cost $296.08 Unrealized +77.1%
EL The Estee Lauder Companies Inc 0.4%
Value ($000) $612 Shares 2,038 Est. Cost $129.28 Unrealized +136.1%
DOCU DocuSign Inc 0.4%
Value ($000) $610 Shares 2,370 Est. Cost $152.15 Unrealized +89.4%
CMG Chipotle Mexican Grill Inc 0.4%
Value ($000) $607 Shares 334 Est. Cost $19.48 Unrealized +86.8%
NSC Norfolk Southern Corporation 0.4%
Value ($000) $603 Shares 2,521 Est. Cost $116.77 Unrealized +99.9%
VTI Vanguard Total Stock Market Index Fund ETF Shares 0.4%
Value ($000) $600 Shares 2,700 Est. Cost $138.17 Unrealized
BMY Bristol-Myers Squibb Company 0.4%
Value ($000) $599 Shares 10,119 Est. Cost $45.82 Unrealized +19.7%
HBAN Huntington Bancshares Incorporated 0.4%
Value ($000) $596 Shares 38,545 Est. Cost $12.11 Unrealized -0.5%
CAT Caterpillar Inc 0.4%
Value ($000) $596 Shares 3,108 Est. Cost $116.22 Unrealized +65.3%
MDT Medtronic PLC NPV 0.3%
Value ($000) $554 Shares 4,418 Est. Cost $102.79 Unrealized +10.4%
APD Air Products and Chemicals Inc 0.3%
Value ($000) $539 Shares 2,105 Est. Cost $130.41 Unrealized +89.4%
DIS The Walt Disney Company 0.3%
Value ($000) $533 Shares 3,151 Est. Cost $104.75 Unrealized +66.2%
ALGN Align Technology Inc 0.3%
Value ($000) $521 Shares 784 Est. Cost $307.17 Unrealized +121.1%
LULU Lululemon Athletica Inc 0.3%
Value ($000) $519 Shares 1,282 Est. Cost $260.46 Unrealized +53.8%
Riverview Financial Corp 0.3%
Value ($000) $494 Shares 37,821 Est. Cost $13.59 Unrealized
NKE Nike Inc 0.3%
Value ($000) $476 Shares 3,280 Est. Cost $62.44 Unrealized +144.3%
WMT Walmart Inc 0.3%
Value ($000) $449 Shares 3,221 Est. Cost $28.36 Unrealized +60.3%
MTCH Match Group Inc NEW 0.3%
Value ($000) $446 Shares 2,844 Est. Cost $125.44 Unrealized +18.6%
DHR Danaher Corporation 0.3%
Value ($000) $445 Shares 1,461 Est. Cost $86.23 Unrealized +209.4%
EW Edwards Lifesciences Corp 0.3%
Value ($000) $442 Shares 3,909 Est. Cost $77.55 Unrealized +47.2%
BDX Becton, Dickinson & Company 0.3%
Value ($000) $438 Shares 1,780 Est. Cost $185.44 Unrealized +23.0%
TTD The Trade Desk Inc 0.3%
Value ($000) $428 Shares 6,084 Est. Cost $63.40 Unrealized +21.9%
SCHW Schwab Charles Corp 0.3%
Value ($000) $422 Shares 5,790 Est. Cost $42.46 Unrealized +58.7%
CVS CVS Health Corporation 0.2%
Value ($000) $414 Shares 4,885 Est. Cost $54.38 Unrealized +33.4%
IBM International Business Machines Corporation 0.2%
Value ($000) $411 Shares 2,961 Est. Cost $101.91 Unrealized +10.0%
IWO iShares Russell 2000 Growth ETF 0.2%
Value ($000) $410 Shares 1,398 Est. Cost $261.38 Unrealized
CTAS Cintas Corp COMMON 0.2%
Value ($000) $406 Shares 1,067 Est. Cost $69.95 Unrealized +34.3%
ODFL Old Dominion Freight Line, Inc. 0.2%
Value ($000) $386 Shares 1,348 Est. Cost $73.19 Unrealized +85.5%
SNPS Synopsys Inc 0.2%
Value ($000) $383 Shares 1,279 Est. Cost $210.41 Unrealized +44.3%
CRM Salesforcecom, Inc. 0.2%
Value ($000) $383 Shares 1,413 Est. Cost $112.35 Unrealized +123.3%
T AT&T Inc 0.2%
Value ($000) $381 Shares 14,096 Est. Cost $16.11 Unrealized -0.2%
IWM iShares Russell 2000 ETF 0.2%
Value ($000) $378 Shares 1,726 Est. Cost $147.60 Unrealized
SUB iShares Short-Term National Muni Bond ETF 0.2%
Value ($000) $358 Shares 3,325 Est. Cost $107.84 Unrealized
STZ Constellation Brands Inc 0.2%
Value ($000) $352 Shares 1,674 Est. Cost $205.49 Unrealized -1.3%
Lam Research Corp 0.2%
Value ($000) $349 Shares 614 Est. Cost $348.33 Unrealized
MS Morgan Stanley 0.2%
Value ($000) $349 Shares 3,582 Est. Cost $44.43 Unrealized +92.9%
VOO Vanguard S&P 500 ETF 0.2%
Value ($000) $334 Shares 846 Est. Cost $312.14 Unrealized
SPGI S&P Global Inc 0.2%
Value ($000) $333 Shares 783 Est. Cost $305.69 Unrealized +36.7%
MSCI MSCI Inc 0.2%
Value ($000) $329 Shares 543 Est. Cost $347.26 Unrealized +67.9%
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 0.2%
Value ($000) $322 Shares 4,488 Est. Cost $68.05 Unrealized
CMCSA Comcast Corporation 0.2%
Value ($000) $321 Shares 5,742 Est. Cost $36.75 Unrealized +39.8%
SHOP Shopify Inc 0.2%
Value ($000) $320 Shares 236 Est. Cost $88.80 Unrealized +68.7%
MDU MDU Resources Group Inc 0.2%
Value ($000) $316 Shares 10,650 Est. Cost $8.04 Unrealized +31.1%
GD General Dynamics Corporation 0.2%
Value ($000) $314 Shares 1,601 Est. Cost $167.47 Unrealized +6.6%
PGR The Progressive Corporation 0.2%
Value ($000) $304 Shares 3,360 Est. Cost $69.60 Unrealized +22.6%
APH Amphenol Corporation 0.2%
Value ($000) $277 Shares 3,789 Est. Cost $26.89 Unrealized +31.0%
SYK Stryker Corp. 0.2%
Value ($000) $274 Shares 1,038 Est. Cost $196.10 Unrealized +30.1%
GE General Electric Company (New) 0.2%
Value ($000) $273 Shares 2,653 Est. Cost $62.95 Unrealized 0.0%
TILT FlexShares Morningstar US Market Factors Tilt Index Fund 0.2%
Value ($000) $273 Shares 1,620 Est. Cost $113.06 Unrealized
SNAP Snap Inc 0.2%
Value ($000) $272 Shares 3,684 Est. Cost $61.30 Unrealized +17.9%
NUE Nucor Corporation 0.2%
Value ($000) $264 Shares 2,674 Est. Cost $50.18 Unrealized +97.9%
IWF iShares Russell 1000 Growth ETF 0.2%
Value ($000) $263 Shares 961 Est. Cost $171.50 Unrealized
DVY iShares Select Dividend ETF 0.2%
Value ($000) $259 Shares 2,257 Est. Cost $98.35 Unrealized
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund 0.2%
Value ($000) $254 Shares 6,942 Est. Cost $33.11 Unrealized
RTX Raytheon Technologies Corp 0.1%
Value ($000) $245 Shares 2,849 Est. Cost $56.44 Unrealized +37.1%
MDLZ Mondelez International Inc 0.1%
Value ($000) $240 Shares 4,124 Est. Cost $38.59 Unrealized +43.7%
PNC The PNC Financial Services Group, Inc 0.1%
Value ($000) $239 Shares 1,224 Est. Cost $107.57 Unrealized +49.4%
CGNX Cognex Corporation 0.1%
Value ($000) $238 Shares 2,961 Est. Cost $52.12 Unrealized +60.4%
DDOG Datadog Inc 0.1%
Value ($000) $234 Shares 1,657 Est. Cost $69.56 Unrealized +81.5%
COP ConocoPhillips 0.1%
Value ($000) $232 Shares 3,428 Est. Cost $43.68 Unrealized +12.9%
MIDD Middleby Corp 0.1%
Value ($000) $230 Shares 1,351 Est. Cost $180.73 Unrealized 0.0%
BRK/B Berkshire Hathaway Inc B Shares 0.1%
Value ($000) $228 Shares 836 Est. Cost $195.68 Unrealized +43.5%
IJR iShares Core S&P Small-Cap ETF 0.1%
Value ($000) $214 Shares 1,964 Est. Cost $81.93 Unrealized
ZM Zoom Video Communications Inc 0.1%
Value ($000) $212 Shares 812 Est. Cost $352.92 Unrealized -4.5%
Atlassian Corporation PLC 0.1%
Value ($000) $212 Shares 539 Est. Cost $193.10 Unrealized
JCI Johnson Controls International PLC 0.1%
Value ($000) $211 Shares 3,092 Est. Cost $32.22 Unrealized +105.6%
AMAT Applied Materials Inc 0.1%
Value ($000) $209 Shares 1,621 Est. Cost $39.58 Unrealized +230.0%
ABNB Airbnb Inc 0.1%
Value ($000) $202 Shares 1,210 Est. Cost $175.90 Unrealized -13.2%
GL Globe Life Inc 0.1%
Value ($000) $200 Shares 2,250 Est. Cost $86.06 Unrealized +4.8%
IJK iShares S&P Mid-CAP 400 Growth ETF 0.1%
Value ($000) $195 Shares 2,460 Est. Cost $109.05 Unrealized
AXP American Express Company 0.1%
Value ($000) $195 Shares 1,163 Est. Cost $87.48 Unrealized +80.9%
XBI SPDR S&P Biotech ETF 0.1%
Value ($000) $191 Shares 1,518 Est. Cost $124.87 Unrealized
DraftKings Inc 0.1%
Value ($000) $183 Shares 3,806 Est. Cost $37.15 Unrealized
ADM Archer-Daniels-Midland Company 0.1%
Value ($000) $182 Shares 3,034 Est. Cost $33.16 Unrealized +59.7%
ZBH Zimmer Biomet Holdings Inc 0.1%
Value ($000) $181 Shares 1,231 Est. Cost $106.26 Unrealized +33.3%
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares 0.1%
Value ($000) $176 Shares 3,494 Est. Cost $45.49 Unrealized
IGSB iShares Trust 1-5 Year Investment Grade Corporate Bond ETF 0.1%
Value ($000) $174 Shares 3,180 Est. Cost $54.72 Unrealized
SLB Schlumberger Limited 0.1%
Value ($000) $173 Shares 5,845 Est. Cost $37.28 Unrealized -30.3%
MET MetLife Inc 0.1%
Value ($000) $172 Shares 2,781 Est. Cost $39.86 Unrealized +32.3%
CVNA Carvana Co 0.1%
Value ($000) $171 Shares 568 Est. Cost $238.26 Unrealized +39.6%
ROKU Roku Inc 0.1%
Value ($000) $169 Shares 536 Est. Cost $364.84 Unrealized +3.3%
TJX The TJX Compainies, Inc 0.1%
Value ($000) $168 Shares 2,540 Est. Cost $43.37 Unrealized +50.9%
IWR iShares Russell Mid-CAP ETF 0.1%
Value ($000) $164 Shares 2,100 Est. Cost $57.22 Unrealized
UPS United Parcel Service Inc 0.1%
Value ($000) $158 Shares 867 Est. Cost $93.65 Unrealized +73.8%
NIO NIO Limited 0.1%
Value ($000) $157 Shares 4,410 Est. Cost $35.57 Unrealized
C Citigroup Inc. 0.1%
Value ($000) $154 Shares 2,194 Est. Cost $53.89 Unrealized +10.8%
MO Altria Group Inc 0.1%
Value ($000) $152 Shares 3,349 Est. Cost $34.09 Unrealized -0.3%
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares 0.1%
Value ($000) $152 Shares 2,500 Est. Cost $54.80 Unrealized
EEM iShares MSCI Emerging Markets ETF 0.1%
Value ($000) $144 Shares 2,866 Est. Cost $43.57 Unrealized
ROP Roper Technologies Inc 0.1%
Value ($000) $143 Shares 321 Est. Cost $357.38 Unrealized +30.5%
FTV Fortive Corp 0.1%
Value ($000) $142 Shares 2,019 Est. Cost $45.28 Unrealized +18.6%
LLY Eli Lilly and Company 0.1%
Value ($000) $135 Shares 585 Est. Cost $142.45 Unrealized +66.1%
Z Zillow Group Inc 0.1%
Value ($000) $129 Shares 1,455 Est. Cost $113.97 Unrealized -11.2%
DE Deere & Company 0.1%
Value ($000) $127 Shares 379 Est. Cost $144.42 Unrealized +134.9%
KMB Kimberly-Clark Corporation 0.1%
Value ($000) $124 Shares 933 Est. Cost $87.38 Unrealized +32.2%
EFA iShares MSCI EAFE ETF 0.1%
Value ($000) $122 Shares 1,558 Est. Cost $70.14 Unrealized
WFC Wells Fargo & Company 0.1%
Value ($000) $122 Shares 2,637 Est. Cost $38.15 Unrealized +9.0%
SHY iShares 1-3 Year Treasury Bond ETF 0.1%
Value ($000) $121 Shares 1,400 Est. Cost $86.43 Unrealized
ERIE Erie Indemnity Company 0.1%
Value ($000) $120 Shares 672 Est. Cost $125.38 Unrealized +33.7%
QQQ Invesco QQQ Trust ETF 0.1%
Value ($000) $117 Shares 326 Est. Cost $291.58 Unrealized
BSV Vanguard Short-Term Bond Index Fund ETF Shares 0.1%
Value ($000) $116 Shares 1,410 Est. Cost $80.38 Unrealized
MCHP Microchip Tech Inc 0.1%
Value ($000) $116 Shares 758 Est. Cost $38.35 Unrealized +78.0%
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 0.1%
Value ($000) $113 Shares 4,302 Est. Cost $24.35 Unrealized
ETN Eaton Corporation PLC 0.1%
Value ($000) $111 Shares 742 Est. Cost $68.80 Unrealized +116.9%
QUAL iShares MSCI USA Quality Factor ETF 0.1%
Value ($000) $111 Shares 843 Est. Cost $89.68 Unrealized
AWK American Water Works Company, Inc 0.1%
Value ($000) $95 Shares 560 Est. Cost $84.91 Unrealized +88.4%
BP BP PLC 0.1%
Value ($000) $94 Shares 3,424 Est. Cost $41.94 Unrealized
GPC Genuine Parts Company 0.1%
Value ($000) $92 Shares 763 Est. Cost $75.29 Unrealized +46.7%
DGRW Wisdom Tree US Quality Dividend Growth Fund 0.1%
Value ($000) $92 Shares 1,563 Est. Cost $45.39 Unrealized
IBB iShares Biotechnology ETF 0.1%
Value ($000) $89 Shares 549 Est. Cost $141.23 Unrealized
IWV iShares Russell 3000 Index Fund ETF 0.1%
Value ($000) $89 Shares 350 Est. Cost $175.04 Unrealized
LYB LyondellBasell Industries 0.1%
Value ($000) $88 Shares 939 Est. Cost $57.26 Unrealized +24.8%
IWD iShares Russell 1000 Value ETF 0.1%
Value ($000) $88 Shares 565 Est. Cost $122.89 Unrealized
URI United Rentals Inc 0.1%
Value ($000) $87 Shares 247 Est. Cost $120.33 Unrealized +170.2%
ROST Ross Stores Inc 0.1%
Value ($000) $87 Shares 800 Est. Cost $85.43 Unrealized +33.4%
The Cooper Companies Inc 0.0%
Value ($000) $83 Shares 200 Est. Cost $295.00 Unrealized
VO Vanguard Mid-Cap Index Fund ETF Shares 0.0%
Value ($000) $81 Shares 343 Est. Cost $149.18 Unrealized
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $80 Shares 500 Est. Cost $124.04 Unrealized
VWO Vanguard FTSE Emerging Markets Index Fund ETF Shares 0.0%
Value ($000) $78 Shares 1,567 Est. Cost $46.37 Unrealized
NWBI Northwest Bancshares Inc 0.0%
Value ($000) $77 Shares 5,808 Est. Cost $7.87 Unrealized +24.9%
Tilray Inc 0.0%
Value ($000) $75 Shares 6,646 Est. Cost $18.06 Unrealized
CSX CSX Corporation 0.0%
Value ($000) $75 Shares 2,532 Est. Cost $27.67 Unrealized +8.9%
BND Vanguard Total Bond Market Index Fund ETF Shares 0.0%
Value ($000) $74 Shares 871 Est. Cost $87.23 Unrealized
ADP Automatic Data Processing Inc 0.0%
Value ($000) $74 Shares 370 Est. Cost $137.81 Unrealized +36.2%
RGEN Repligen Corporation 0.0%
Value ($000) $72 Shares 250 Est. Cost $96.54 Unrealized +165.7%
GIS General Mills Inc 0.0%
Value ($000) $70 Shares 1,167 Est. Cost $37.74 Unrealized +35.1%
TSM Taiwan Semiconductor Manufacturing Company Limited 0.0%
Value ($000) $70 Shares 624 Est. Cost $39.83 Unrealized
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.0%
Value ($000) $70 Shares 709 Est. Cost $56.42 Unrealized
NFG National Fuel Gas Company 0.0%
Value ($000) $68 Shares 1,306 Est. Cost $53.34 Unrealized -2.9%
VTV Vanguard Value Index Fund Etf 0.0%
Value ($000) $68 Shares 502 Est. Cost $135.46 Unrealized
CB Chubb Ltd CORP COMMON 0.0%
Value ($000) $66 Shares 380 Est. Cost $119.28 Unrealized +38.3%
RSG Republic Services Inc 0.0%
Value ($000) $66 Shares 552 Est. Cost $80.04 Unrealized +41.2%
VUG Vanguard Growth Index Fund ETF Shares 0.0%
Value ($000) $65 Shares 224 Est. Cost $290.18 Unrealized
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.0%
Value ($000) $64 Shares 1,155 Est. Cost $47.67 Unrealized
BIIB Biogen Inc 0.0%
Value ($000) $63 Shares 222 Est. Cost $318.38 Unrealized +2.9%
IP International Paper Company 0.0%
Value ($000) $62 Shares 1,114 Est. Cost $33.70 Unrealized +36.2%
AZN AstraZeneca PLC 0.0%
Value ($000) $60 Shares 996 Est. Cost $59.21 Unrealized
KLAC KLA Corporation 0.0%
Value ($000) $59 Shares 175 Est. Cost $97.62 Unrealized +226.5%
FNB F.N.B. Corporation 0.0%
Value ($000) $59 Shares 5,100 Est. Cost $8.84 Unrealized +11.0%
CME CME Group Inc. 0.0%
Value ($000) $58 Shares 300 Est. Cost $159.71 Unrealized +5.9%
CZR Caesars Entertainment Inc 0.0%
Value ($000) $56 Shares 500 Est. Cost $43.94 Unrealized +122.3%
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $55 Shares 744 Est. Cost $72.81 Unrealized
BAX Baxter International Inc 0.0%
Value ($000) $55 Shares 687 Est. Cost $63.89 Unrealized +12.0%
HYG iShares iBoxx $ High Yield Corporate Bond ETF 0.0%
Value ($000) $53 Shares 603 Est. Cost $87.03 Unrealized
WEC Wec Energy Group INC CORP COMMON 0.0%
Value ($000) $50 Shares 566 Est. Cost $57.41 Unrealized +40.8%
SUN Sunoco Lp Unt 0.0%
Value ($000) $50 Shares 1,350 Est. Cost $28.20 Unrealized
DD DuPont De Nemours Inc 0.0%
Value ($000) $49 Shares 722 Est. Cost $27.24 Unrealized +4.1%
Discover Financial Services 0.0%
Value ($000) $49 Shares 400 Est. Cost $77.50 Unrealized
PANW Palo Alto Networks Inc 0.0%
Value ($000) $48 Shares 100 Est. Cost $35.80 Unrealized +96.2%
EBAY eBay Inc 0.0%
Value ($000) $48 Shares 686 Est. Cost $35.59 Unrealized +85.8%
QLC Flexshares US Quality Large Cap Index Fund Qulty Lrg CP Indx Etf 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $33.56 Unrealized
KSS Kohl's Corporation 0.0%
Value ($000) $47 Shares 996 Est. Cost $47.91 Unrealized +11.6%
WM Waste Management Inc. 0.0%
Value ($000) $46 Shares 305 Est. Cost $93.61 Unrealized +49.2%
EOG EOG Resources Inc 0.0%
Value ($000) $46 Shares 579 Est. Cost $76.35 Unrealized -23.0%
COF Capital One Financial Corporation 0.0%
Value ($000) $46 Shares 287 Est. Cost $86.78 Unrealized +73.7%
NOC Northrop Grumman Corporation 0.0%
Value ($000) $45 Shares 125 Est. Cost $244.47 Unrealized +37.6%
FE FirstEnergy Corp 0.0%
Value ($000) $45 Shares 1,250 Est. Cost $26.31 Unrealized +20.8%
VDC Vanguard Consumer Staples Index Fund ETF Shares 0.0%
Value ($000) $45 Shares 250 Est. Cost $159.31 Unrealized
USB US Bancorp 0.0%
Value ($000) $44 Shares 733 Est. Cost $36.07 Unrealized +29.4%
VGT Vanguard Information Technology Index Fund ETF Shares 0.0%
Value ($000) $44 Shares 109 Est. Cost $247.71 Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $44 Shares 3,224 Est. Cost $13.25 Unrealized -11.5%
TROW T. Rowe Price Group, Inc. 0.0%
Value ($000) $44 Shares 224 Est. Cost $86.61 Unrealized +100.9%
AEP American Electric Power Company Inc 0.0%
Value ($000) $42 Shares 515 Est. Cost $55.58 Unrealized +33.8%
MAS Masco Corp. 0.0%
Value ($000) $41 Shares 737 Est. Cost $34.81 Unrealized +57.0%
TDOC Teladoc Health, Inc. 0.0%
Value ($000) $40 Shares 315 Est. Cost $108.76 Unrealized +33.9%
JETS US Global Jets ETF 0.0%
Value ($000) $39 Shares 1,670 Est. Cost $22.16 Unrealized
MKTX MarketAxess Holdings Inc. 0.0%
Value ($000) $39 Shares 92 Est. Cost $343.80 Unrealized +26.3%
MRNA Moderna Inc 0.0%
Value ($000) $38 Shares 100 Est. Cost $57.80 Unrealized +538.1%
NTRS Northern Trust Corporation 0.0%
Value ($000) $37 Shares 345 Est. Cost $84.53 Unrealized +17.0%
XYL Xylem Inc 0.0%
Value ($000) $37 Shares 300 Est. Cost $73.46 Unrealized +66.3%
BA The Boeing Company 0.0%
Value ($000) $35 Shares 161 Est. Cost $249.20 Unrealized -10.5%
TRV Travelers Companies Inc 0.0%
Value ($000) $35 Shares 231 Est. Cost $110.49 Unrealized +28.3%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $35 Shares 560 Est. Cost $50.66 Unrealized +2.2%
PAYX Paychex, Inc. 0.0%
Value ($000) $34 Shares 300 Est. Cost $88.28 Unrealized +12.5%
GS The Goldman Sachs Group Inc 0.0%
Value ($000) $34 Shares 90 Est. Cost $169.28 Unrealized +106.7%
CARR Carrier Global Corp 0.0%
Value ($000) $34 Shares 653 Est. Cost $17.13 Unrealized +196.0%
MBB iShares MBS ETF 0.0%
Value ($000) $33 Shares 305 Est. Cost $108.20 Unrealized
BKNG Booking Holdings Inc 0.0%
Value ($000) $33 Shares 14 Est. Cost $1817.27 Unrealized +21.4%
GPN Global Payments Inc 0.0%
Value ($000) $33 Shares 210 Est. Cost $171.76 Unrealized -2.9%
GWW W W Grainger Inc 0.0%
Value ($000) $32 Shares 81 Est. Cost $216.36 Unrealized +91.7%
BLV Vanguard Long-Term Bond Index Fund ETF Shares 0.0%
Value ($000) $31 Shares 301 Est. Cost $101.59 Unrealized
CX CEMEX, S.A.B. de C.V. 0.0%
Value ($000) $31 Shares 4,355 Est. Cost $4.59 Unrealized
PGX Invesco Preferred ETF 0.0%
Value ($000) $31 Shares 2,078 Est. Cost $14.59 Unrealized
QSR Restaurant Brands International Inc 0.0%
Value ($000) $31 Shares 501 Est. Cost $50.43 Unrealized +27.0%
AEE Ameren Corp 0.0%
Value ($000) $31 Shares 385 Est. Cost $63.64 Unrealized +17.6%
IHF iShares U.S. Healthcare Providers ETF 0.0%
Value ($000) $31 Shares 123 Est. Cost $203.25 Unrealized
Activision Blizzard Inc 0.0%
Value ($000) $30 Shares 395 Est. Cost $68.57 Unrealized
CTVA Corteva Inc 0.0%
Value ($000) $30 Shares 722 Est. Cost $25.02 Unrealized +64.8%
VB Vanguard Small-Cap Index Fund ETF Shares 0.0%
Value ($000) $30 Shares 135 Est. Cost $147.80 Unrealized
HIG The Hartford Financial Services Group, Inc 0.0%
Value ($000) $28 Shares 400 Est. Cost $46.60 Unrealized +29.7%
BIV Vanguard Intermediate-Term Bond Index Fund ETF Shares 0.0%
Value ($000) $28 Shares 309 Est. Cost $88.96 Unrealized
ZVRA Kempharm Inc 0.0%
Value ($000) $28 Shares 3,000 Est. Cost $8.82 Unrealized +14.3%
ADI Analog Devices Inc 0.0%
Value ($000) $27 Shares 300 Est. Cost $155.29 Unrealized 0.0%
YUM Yum Brands Inc. 0.0%
Value ($000) $27 Shares 224 Est. Cost $89.07 Unrealized +31.1%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $27 Shares 327 Est. Cost $47.48 Unrealized +73.1%
FDX FedEx Corporation 0.0%
Value ($000) $27 Shares 125 Est. Cost $137.51 Unrealized +80.3%
VXF Vanguard Extended Market Index Fund ETF Shares 0.0%
Value ($000) $26 Shares 145 Est. Cost $188.68 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $26 Shares 115 Est. Cost $138.21 Unrealized +52.3%
CMS CMS Energy Corporation 0.0%
Value ($000) $25 Shares 413 Est. Cost $51.97 Unrealized +5.0%
HAL Halliburton Company 0.0%
Value ($000) $24 Shares 1,099 Est. Cost $33.07 Unrealized -43.1%
VBR Vanguard Small Cap Value Etf 0.0%
Value ($000) $24 Shares 143 Est. Cost $152.72 Unrealized
M Macy's Inc. 0.0%
Value ($000) $23 Shares 996 Est. Cost $21.94 Unrealized -8.8%
BABA Alibaba Group Holding Limited 0.0%
Value ($000) $22 Shares 150 Est. Cost $174.51 Unrealized
KHC The Kraft Heinz Company 0.0%
Value ($000) $22 Shares 585 Est. Cost $31.80 Unrealized -4.0%
Outlook Therapeutics, Inc 0.0%
Value ($000) $22 Shares 10,000 Est. Cost $1.30 Unrealized
CTSH Cognizant Technology Solutions Corporation 0.0%
Value ($000) $22 Shares 300 Est. Cost $69.64 Unrealized -1.1%
DG Dollar General Corporation 0.0%
Value ($000) $21 Shares 100 Est. Cost $119.87 Unrealized +75.6%
PEJ Invesco Dynamic Leisure & Entertainment ETF 0.0%
Value ($000) $21 Shares 415 Est. Cost $40.96 Unrealized
F Ford Motor Company 0.0%
Value ($000) $21 Shares 1,452 Est. Cost $7.07 Unrealized +46.1%
PSX Phillips 66 0.0%
Value ($000) $21 Shares 303 Est. Cost $69.39 Unrealized -11.8%
IJT iShares S&P Small-Cap 600 Growth ETF 0.0%
Value ($000) $21 Shares 164 Est. Cost $135.58 Unrealized
VNQ Vanguard Real Estate Index Fund ETF Shares 0.0%
Value ($000) $20 Shares 200 Est. Cost $81.85 Unrealized
OGE OGE Energy Corp 0.0%
Value ($000) $20 Shares 600 Est. Cost $41.42 Unrealized -16.6%
EMR Emerson Electric Co. 0.0%
Value ($000) $20 Shares 208 Est. Cost $58.03 Unrealized +57.2%
GILD Gilead Sciences Inc 0.0%
Value ($000) $20 Shares 286 Est. Cost $54.08 Unrealized +9.8%
QDF FlexShares Quality Dividend Index Fund 0.0%
Value ($000) $19 Shares 346 Est. Cost $45.15 Unrealized
PLD Prologis Inc 0.0%
Value ($000) $19 Shares 150 Est. Cost $74.69 Unrealized +52.9%
Royce Value Trust Inc. 0.0%
Value ($000) $19 Shares 1,038 Est. Cost $16.38 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $18 Shares 298 Est. Cost $60.40 Unrealized
BNDX Vanguard Total International Bond Index Fund ETF Shares 0.0%
Value ($000) $18 Shares 323 Est. Cost $57.44 Unrealized
CBRE CBRE Group Inc 0.0%
Value ($000) $18 Shares 185 Est. Cost $47.68 Unrealized +94.9%
BURL Burlington Stores Inc 0.0%
Value ($000) $18 Shares 64 Est. Cost $161.22 Unrealized +98.3%
Cerner Corporation 0.0%
Value ($000) $17 Shares 240 Est. Cost $66.67 Unrealized
DELL Dell Technologies Inc 0.0%
Value ($000) $17 Shares 160 Est. Cost $20.60 Unrealized +121.9%
MTB M&T Bank Corporation 0.0%
Value ($000) $16 Shares 110 Est. Cost $88.37 Unrealized +36.1%
OXY Occidental Petroleum Corporation 0.0%
Value ($000) $16 Shares 559 Est. Cost $38.48 Unrealized -34.6%
ALC Alcon Inc 0.0%
Value ($000) $16 Shares 198 Est. Cost $58.04 Unrealized +30.9%
PTON Peloton Interactive Inc 0.0%
Value ($000) $15 Shares 170 Est. Cost $26.94 Unrealized +310.3%
EXC Exelon Corporation 0.0%
Value ($000) $15 Shares 300 Est. Cost $22.82 Unrealized +28.4%
VCIT Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares 0.0%
Value ($000) $15 Shares 160 Est. Cost $93.75 Unrealized
Aptiv PLC 0.0%
Value ($000) $15 Shares 100 Est. Cost $80.00 Unrealized
ATRO Astronics Corporation 0.0%
Value ($000) $15 Shares 1,072 Est. Cost $31.49 Unrealized -51.6%
AZO AutoZone Inc 0.0%
Value ($000) $15 Shares 9 Est. Cost $897.60 Unrealized +78.7%
ADSK Autodesk Inc 0.0%
Value ($000) $14 Shares 50 Est. Cost $288.38 Unrealized +6.1%
Crescent Point Energy 0.0%
Value ($000) $14 Shares 3,000 Est. Cost $3.33 Unrealized
LQD iShares iBoxx USD Investment Grade Corporate Bond ETF 0.0%
Value ($000) $14 Shares 105 Est. Cost $123.97 Unrealized
EPD Enterprise Products Partners L.P. 0.0%
Value ($000) $14 Shares 670 Est. Cost $27.77 Unrealized
WTRG Essential Utilities Inc 0.0%
Value ($000) $14 Shares 300 Est. Cost $47.18 Unrealized +2.7%
VCSH Vanguard Short-term Corporate Bond Idx FUND Short Term Cor Bd Etf 0.0%
Value ($000) $14 Shares 175 Est. Cost $80.00 Unrealized
VLO Valero Energy Corporation 0.0%
Value ($000) $14 Shares 200 Est. Cost $61.06 Unrealized -5.7%
Glaxosmithkline PLC Sponsored ADR 0.0%
Value ($000) $13 Shares 340 Est. Cost $37.37 Unrealized
BLNK Blink Charging Co. 0.0%
Value ($000) $12 Shares 425 Est. Cost $19.77 Unrealized +64.0%
BAC Bank of America Corporation 0.0%
Value ($000) $12 Shares 289 Est. Cost $36.56 Unrealized -1.3%
SRE Sempra Energy 0.0%
Value ($000) $12 Shares 91 Est. Cost $59.96 Unrealized -4.5%
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 +18.2%
SO The Southern Company 0.0%
Value ($000) $11 Shares 174 Est. Cost $44.48 Unrealized +23.0%
ROK Rockwell Automation Inc 0.0%
Value ($000) $11 Shares 36 Est. Cost $203.70 Unrealized +39.8%
PPL PPL Corp. 0.0%
Value ($000) $11 Shares 400 Est. Cost $24.28 Unrealized +1.3%
TMUS T-Mobile US, Inc. 0.0%
Value ($000) $11 Shares 88 Est. Cost $78.32 Unrealized +71.8%
The Gabelli Equity Trust Inc 0.0%
Value ($000) $10 Shares 1,480 Est. Cost $6.76 Unrealized
RACE Ferrari N.V. 0.0%
Value ($000) $10 Shares 50 Est. Cost $131.61 Unrealized +63.1%
FREL Fidelity MSCI Real Estate Index ETF 0.0%
Value ($000) $10 Shares 330 Est. Cost $27.27 Unrealized
BHF Brighthouse Financial Inc 0.0%
Value ($000) $10 Shares 228 Est. Cost $57.64 Unrealized -21.8%
ViacomCBS Inc Class B 0.0%
Value ($000) $10 Shares 250 Est. Cost $42.86 Unrealized
VBK Vanguard Small-Cap Growth Index Fund ETF Shares 0.0%
Value ($000) $10 Shares 34 Est. Cost $294.12 Unrealized
CAG Conagra Brands Inc 0.0%
Value ($000) $10 Shares 300 Est. Cost $17.39 Unrealized +58.7%
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $9 Shares 100 Est. Cost $68.43 Unrealized +18.1%
PLUG Plug Power Inc 0.0%
Value ($000) $9 Shares 350 Est. Cost $22.64 Unrealized +18.3%
USO United States Oil Fund LP 0.0%
Value ($000) $9 Shares 167 Est. Cost $29.94 Unrealized
VMBS Vanguard Mortgage-Backed Securities Index Fund ETF Shares 0.0%
Value ($000) $9 Shares 165 Est. Cost $54.19 Unrealized
IVZ Invesco LTD 0.0%
Value ($000) $9 Shares 380 Est. Cost $12.88 Unrealized +60.3%
Teekay LNG Partners L.P. 0.0%
Value ($000) $8 Shares 500 Est. Cost $20.00 Unrealized
VNT Vontier Corporation 0.0%
Value ($000) $8 Shares 250 Est. Cost $31.19 Unrealized +8.8%
GLW Corning Incorporated 0.0%
Value ($000) $8 Shares 206 Est. Cost $38.31 Unrealized -7.9%
COIN Coinbase Global Inc 0.0%
Value ($000) $8 Shares 37 Est. Cost $259.62 Unrealized -5.2%
BlackRock Inc 0.0%
Value ($000) $8 Shares 10 Est. Cost $900.00 Unrealized
BFH Alliance Data Systems 0.0%
Value ($000) $8 Shares 81 Est. Cost $160.11 Unrealized -55.5%
SCHO Schwab Short-Term US Treasury ETF 0.0%
Value ($000) $7 Shares 127 Est. Cost $55.12 Unrealized
SNOW Snowflake Inc. 0.0%
Value ($000) $7 Shares 22 Est. Cost $242.33 Unrealized +17.4%
Lordstown Motors Corp 0.0%
Value ($000) $7 Shares 825 Est. Cost $12.12 Unrealized
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 0.0%
Value ($000) $6 Shares 62 Est. Cost $96.77 Unrealized
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $6 Shares 100 Est. Cost $63.73 Unrealized -1.4%
Orbital Energy Group 0.0%
Value ($000) $6 Shares 2,000 Est. Cost $6.00 Unrealized
MAA Mid-America Apartment Communities Inc 0.0%
Value ($000) $6 Shares 32 Est. Cost $115.20 Unrealized +39.7%
ACVA ACV Auctions 0.0%
Value ($000) $6 Shares 325 Est. Cost $32.00 Unrealized -33.6%
PKW Invesco Buyback Achievers ETF 0.0%
Value ($000) $6 Shares 66 Est. Cost $90.91 Unrealized
ENPH Enphase Energy Inc 0.0%
Value ($000) $6 Shares 40 Est. Cost $146.68 Unrealized +17.0%
IFF International Flavors & Fragrances Inc. 0.0%
Value ($000) $5 Shares 36 Est. Cost $126.29 Unrealized +2.9%
Nikola Corporation 0.0%
Value ($000) $5 Shares 500 Est. Cost $29.25 Unrealized
TLT iShares 20 Year Treasury Bond ETF 0.0%
Value ($000) $5 Shares 38 Est. Cost $131.58 Unrealized
TIP iShares Tips Bond ETF 0.0%
Value ($000) $5 Shares 43 Est. Cost $115.02 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $5 Shares 108 Est. Cost $74.07 Unrealized
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 0.0%
Value ($000) $5 Shares 90 Est. Cost $59.22 Unrealized
Royal Dutch Shell PLC Sponsored ADR B 0.0%
Value ($000) $5 Shares 108 Est. Cost $48.89 Unrealized
BK The Bank of New York Mellon Corp 0.0%
Value ($000) $5 Shares 96 Est. Cost $42.61 Unrealized +7.7%
KMI Kinder Morgan Inc 0.0%
Value ($000) $5 Shares 300 Est. Cost $10.85 Unrealized +22.3%
MU Micron Technology Inc 0.0%
Value ($000) $5 Shares 70 Est. Cost $46.01 Unrealized +59.3%
LI Li Auto Inc. ADR 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.67 Unrealized
AVGO Broadcom Inc 0.0%
Value ($000) $4 Shares 9 Est. Cost $42.05 Unrealized +5.8%
EWCZ European Wax Center 0.0%
Value ($000) $4 Shares 150 Est. Cost $22.36 Unrealized 0.0%
EVRG Evergy Inc 0.0%
Value ($000) $4 Shares 63 Est. Cost $50.85 Unrealized +7.9%
OMC Omnicom Group Inc 0.0%
Value ($000) $4 Shares 62 Est. Cost $68.98 Unrealized -7.9%
IJH iShares Core S&P Mid-Cap ETF 0.0%
Value ($000) $4 Shares 15 Est. Cost $266.67 Unrealized
XPEV XPeng Inc 0.0%
Value ($000) $4 Shares 100 Est. Cost $44.00 Unrealized
PCY Invesco Emerging Markets Sovereign Debt ETF 0.0%
Value ($000) $3 Shares 106 Est. Cost $28.30 Unrealized
RAVI FlexShares Ready Access Variable Income Fund 0.0%
Value ($000) $3 Shares 42 Est. Cost $75.44 Unrealized
CCL Carnival Corporation 0.0%
Value ($000) $3 Shares 125 Est. Cost $24.77 Unrealized -6.1%
FuelCell Energy Inc 0.0%
Value ($000) $3 Shares 500 Est. Cost $12.00 Unrealized
MGK Vanguard Mega Cap Growth Index Fund ETF Shares 0.0%
Value ($000) $3 Shares 14 Est. Cost $114.29 Unrealized
ASHFORD HOSPITALITY TR INC 0.0%
Value ($000) $3 Shares 170 Est. Cost $17.65 Unrealized
IHI iShares U.S. Medical Devices ETF 0.0%
Value ($000) $3 Shares 48 Est. Cost $89.12 Unrealized
Sirius XM Holdings Inc 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.00 Unrealized
LHX L3Harris Technologies Inc 0.0%
Value ($000) $2 Shares 7 Est. Cost $180.33 Unrealized +15.2%
AA Alcoa Corp COMMON 0.0%
Value ($000) $2 Shares 33 Est. Cost $29.43 Unrealized +37.1%
Rite Aid Corporation 0.0%
Value ($000) $2 Shares 150 Est. Cost $6.67 Unrealized
MAT Mattel Inc Com 0.0%
Value ($000) $2 Shares 88 Est. Cost $20.73 Unrealized 0.0%
Iaa Inc. Corp. 0.0%
Value ($000) $2 Shares 36 Est. Cost $36.17 Unrealized
HPQ HP Inc 0.0%
Value ($000) $2 Shares 59 Est. Cost $27.18 Unrealized -9.5%
TAYD Taylor Devices Inc. 0.0%
Value ($000) $2 Shares 205 Est. Cost $11.94 Unrealized -3.4%
WDAY Workday, Inc. 0.0%
Value ($000) $2 Shares 7 Est. Cost $224.69 Unrealized +10.2%
TAK Takeda Pharmaceutical Company Limited 0.0%
Value ($000) $2 Shares 140 Est. Cost $21.43 Unrealized
PAA Plains All American Pipeline LP 0.0%
Value ($000) $2 Shares 200 Est. Cost $25.00 Unrealized
SKYY First Trust Cloud Computing ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $45.45 Unrealized
ANGL VanEck Vectors Fallen Angel High Yield Bond ETF 0.0%
Value ($000) $2 Shares 47 Est. Cost $42.55 Unrealized
AI C3.ai, Inc. 0.0%
Value ($000) $2 Shares 42 Est. Cost $134.16 Unrealized -62.1%
BIP Brookfield Infrastructure LP 0.0%
Value ($000) $1 Shares 2 Est. Cost Unrealized
OXY/WS Occidental Petroleum Corp Eqy Warrant 0.0%
Value ($000) $1 Shares 91 Est. Cost Unrealized
Nextier Oilfield Solutions Inc 0.0%
Value ($000) $1 Shares 250 Est. Cost $8.00 Unrealized
WY Weyerhaeuser Company 0.0%
Value ($000) $1 Shares 14 Est. Cost $20.75 Unrealized +39.5%
VYX NCR Corp 0.0%
Value ($000) $1 Shares 22 Est. Cost $21.07 Unrealized +23.5%
MSI Motorola Solutions Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $220.08 Unrealized 0.0%
WAB Westinghouse Air Brake Technologies Corp. 0.0%
Value ($000) $1 Shares 5 Est. Cost $79.07 Unrealized +6.2%
HII Huntington Ingalls Industries, Inc. 0.0%
Value ($000) $1 Shares 6 Est. Cost $201.89 Unrealized -9.3%
NOK Nokia Corporation 0.0%
Value ($000) $1 Shares 105 Est. Cost $9.52 Unrealized
UAMY United States Antimony Corp. 0.0%
Value ($000) $1 Shares 34 Est. Cost $0.68 Unrealized +36.1%
Mind Medicine (MindMed) Inc 0.0%
Value ($000) $1 Shares 150 Est. Cost $6.67 Unrealized
HYLB Xtrackers USD High Yield Corporate Bond ETF 0.0%
Value ($000) $1 Shares 37 Est. Cost $27.03 Unrealized
China Mobile Limited 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized
Cybin Inc 0.0%
Value ($000) $1 Shares 185 Est. Cost $5.41 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
Aurora Cannabis Inc 0.0%
Value ($000) $1 Shares 200 Est. Cost $12.15 Unrealized
KEY KeyCorp 0.0%
Value ($000) $1 Shares 52 Est. Cost $17.28 Unrealized -6.1%