CNB Bank Diversified Active

CIK: 0001732074 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 31, 2022

Total Value ($000): $182,511 (100.0% shares, 0.0% debt)

Holdings (471)

AAPL Apple Inc 4.9%
Value ($000) $8,960 Shares 50,455 Est. Cost $94.05 Unrealized +64.5%
MSFT Microsoft Corporation 4.6%
Value ($000) $8,370 Shares 24,885 Est. Cost $127.44 Unrealized +145.9%
AMZN Amazon.com Inc 4.4%
Value ($000) $8,059 Shares 2,417 Est. Cost $115.40 Unrealized +48.3%
CCNE CNB Financial Corporation 2.9%
Value ($000) $5,274 Shares 199,028 Est. Cost $20.53 Unrealized +12.3%
UNP Union Pacific Corporation 2.5%
Value ($000) $4,607 Shares 18,286 Est. Cost $125.97 Unrealized +70.7%
PG The Procter & Gamble Company 2.3%
Value ($000) $4,166 Shares 25,465 Est. Cost $87.73 Unrealized +52.9%
PFE Pfizer Inc 2.2%
Value ($000) $4,106 Shares 69,533 Est. Cost $24.97 Unrealized +61.1%
JPM JPMorgan Chase & Co 1.8%
Value ($000) $3,198 Shares 20,195 Est. Cost $89.29 Unrealized +65.6%
ABBV AbbVie Inc 1.7%
Value ($000) $3,061 Shares 22,605 Est. Cost $68.36 Unrealized +48.8%
GOOG Alphabet Inc Class C 1.7%
Value ($000) $3,030 Shares 1,047 Est. Cost $55.11 Unrealized +160.3%
QCOM QUALCOMM Incorporated 1.4%
Value ($000) $2,558 Shares 13,987 Est. Cost $70.83 Unrealized +106.2%
CVX Chevron Corporation 1.4%
Value ($000) $2,557 Shares 21,791 Est. Cost $85.08 Unrealized +12.9%
PEP PepsiCo Inc 1.3%
Value ($000) $2,446 Shares 14,082 Est. Cost $106.49 Unrealized +34.7%
TAXF American Century Diversified Municipal Bond 1.3%
Value ($000) $2,347 Shares 42,475 Est. Cost $54.49 Unrealized
NVDA NVIDIA Corporation 1.2%
Value ($000) $2,235 Shares 7,599 Est. Cost $17.60 Unrealized +56.0%
MCD McDonald's Corporation 1.2%
Value ($000) $2,235 Shares 8,336 Est. Cost $149.77 Unrealized +53.3%
META Meta Platforms Inc 1.2%
Value ($000) $2,226 Shares 6,618 Est. Cost $203.53 Unrealized +62.0%
AMP Ameriprise Financial Inc 1.1%
Value ($000) $2,080 Shares 6,896 Est. Cost $139.81 Unrealized +99.1%
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF 1.1%
Value ($000) $2,056 Shares 41,810 Est. Cost $49.60 Unrealized
MRK Merck & Co. Inc 1.1%
Value ($000) $2,043 Shares 26,659 Est. Cost $59.57 Unrealized +17.3%
HD The Home Depot Inc 1.1%
Value ($000) $2,036 Shares 4,905 Est. Cost $147.15 Unrealized +133.2%
PM Philip Morris International Inc 1.1%
Value ($000) $2,012 Shares 21,179 Est. Cost $63.44 Unrealized +20.3%
JNJ Johnson & Johnson 1.1%
Value ($000) $2,001 Shares 11,699 Est. Cost $114.73 Unrealized +26.5%
CCI Crown Castle International Corp (REIT) 1.1%
Value ($000) $1,999 Shares 9,578 Est. Cost $115.64 Unrealized +29.7%
VZ Verizon Communications Inc 1.1%
Value ($000) $1,988 Shares 38,258 Est. Cost $38.24 Unrealized +5.6%
DLR Digital Realty Trust Inc 1.0%
Value ($000) $1,851 Shares 10,463 Est. Cost $108.62 Unrealized +27.1%
TGT Target Corporation 1.0%
Value ($000) $1,758 Shares 7,597 Est. Cost $99.86 Unrealized +114.5%
TFC Truist Financial Corporation 1.0%
Value ($000) $1,740 Shares 29,720 Est. Cost $37.33 Unrealized +33.2%
INTC Intel Corporation 0.9%
Value ($000) $1,714 Shares 33,289 Est. Cost $41.67 Unrealized +13.5%
LMT Lockheed Martin Corp. 0.9%
Value ($000) $1,577 Shares 4,438 Est. Cost $316.21 Unrealized -2.3%
CSCO Cisco Systems Inc 0.8%
Value ($000) $1,545 Shares 24,389 Est. Cost $36.79 Unrealized +37.2%
DGX Quest Diagnostics Inc. 0.8%
Value ($000) $1,528 Shares 8,831 Est. Cost $103.83 Unrealized +35.3%
NVS Novartis AG 0.8%
Value ($000) $1,450 Shares 16,573 Est. Cost $86.24 Unrealized
V Visa Inc 0.8%
Value ($000) $1,435 Shares 6,624 Est. Cost $172.00 Unrealized +21.0%
TSLA Tesla Motors Inc 0.8%
Value ($000) $1,409 Shares 1,333 Est. Cost $227.10 Unrealized +47.7%
IVV iShares Core S&P 500 ETF 0.8%
Value ($000) $1,386 Shares 2,906 Est. Cost $309.10 Unrealized
XOM Exxon Mobil Corporation 0.8%
Value ($000) $1,372 Shares 22,425 Est. Cost $37.37 Unrealized +44.3%
WMB The Williams Companies, Inc. 0.7%
Value ($000) $1,353 Shares 51,945 Est. Cost $15.86 Unrealized +43.5%
PRU Prudential Financial, Inc. 0.7%
Value ($000) $1,297 Shares 11,980 Est. Cost $62.47 Unrealized +42.3%
VYM Vanguard High Dividend Yield Index Fund ETF Shares 0.7%
Value ($000) $1,248 Shares 11,128 Est. Cost $103.51 Unrealized
SCHD Schwab US Dividend Equity Etf 0.7%
Value ($000) $1,237 Shares 15,300 Est. Cost $75.38 Unrealized
ABT Abbott Laboratories 0.6%
Value ($000) $1,184 Shares 8,414 Est. Cost $55.29 Unrealized +114.7%
SBUX Starbucks Corporation 0.6%
Value ($000) $1,171 Shares 10,015 Est. Cost $66.70 Unrealized +53.3%
COST Costco Wholesale Corporation 0.6%
Value ($000) $1,141 Shares 2,010 Est. Cost $214.58 Unrealized +127.5%
DUK Duke Energy Corporation 0.6%
Value ($000) $1,133 Shares 10,792 Est. Cost $65.51 Unrealized +31.7%
KO The Coca-Cola Company 0.6%
Value ($000) $1,129 Shares 19,071 Est. Cost $36.12 Unrealized +36.1%
MMM 3M Company 0.6%
Value ($000) $1,112 Shares 6,261 Est. Cost $123.74 Unrealized +2.9%
ALL The Allstate Corporation 0.6%
Value ($000) $1,102 Shares 9,365 Est. Cost $91.04 Unrealized +17.4%
D Dominion Energy Inc 0.6%
Value ($000) $1,101 Shares 14,012 Est. Cost $60.94 Unrealized +2.0%
GOOGL Alphabet Inc Class A 0.6%
Value ($000) $1,098 Shares 379 Est. Cost $56.21 Unrealized +154.3%
ZTS Zoetis Inc 0.6%
Value ($000) $1,096 Shares 4,494 Est. Cost $135.69 Unrealized +55.1%
ENB Enbridge Inc 0.6%
Value ($000) $1,087 Shares 27,808 Est. Cost $23.83 Unrealized +28.7%
DOW Dow Inc 0.6%
Value ($000) $1,082 Shares 19,083 Est. Cost $34.83 Unrealized +29.3%
AMGN Amgen Inc 0.6%
Value ($000) $1,050 Shares 4,667 Est. Cost $169.94 Unrealized +8.9%
ISRG Intuitive Surgical Inc 0.6%
Value ($000) $1,040 Shares 2,897 Est. Cost $303.46 Unrealized +13.4%
AMT American Tower Corporation 0.6%
Value ($000) $1,032 Shares 3,527 Est. Cost $143.15 Unrealized +67.3%
TRP TC Energy Corporation 0.6%
Value ($000) $1,015 Shares 21,810 Est. Cost $35.64 Unrealized +11.9%
NOW Servicenow Inc 0.5%
Value ($000) $998 Shares 1,536 Est. Cost $80.65 Unrealized +62.8%
PYPL PayPal Holdings Inc 0.5%
Value ($000) $981 Shares 5,206 Est. Cost $156.41 Unrealized +38.0%
ADBE Adobe Inc 0.5%
Value ($000) $952 Shares 1,678 Est. Cost $380.55 Unrealized +64.3%
SPY SPDR S&P 500 ETF Trust 0.5%
Value ($000) $948 Shares 1,995 Est. Cost $271.18 Unrealized
NFLX Netflix Inc 0.5%
Value ($000) $922 Shares 1,531 Est. Cost $41.55 Unrealized +53.8%
HAS Hasbro Inc 0.5%
Value ($000) $897 Shares 8,817 Est. Cost $74.16 Unrealized +8.8%
BTI British American Tobacco PLC 0.5%
Value ($000) $875 Shares 23,382 Est. Cost $36.73 Unrealized
UNH UnitedHealth Group Inc. 0.5%
Value ($000) $838 Shares 1,670 Est. Cost $237.90 Unrealized +77.5%
ICE Intercontinental Exchange 0.5%
Value ($000) $829 Shares 6,061 Est. Cost $66.46 Unrealized +88.6%
SHW Sherwin-Williams Co 0.5%
Value ($000) $827 Shares 2,349 Est. Cost $240.68 Unrealized +29.3%
LOW Lowes Companies Inc 0.4%
Value ($000) $814 Shares 3,149 Est. Cost $157.47 Unrealized +39.6%
IVW iShares S&P 500 Growth ETF 0.4%
Value ($000) $786 Shares 9,400 Est. Cost $93.98 Unrealized
INTU Intuit Inc 0.4%
Value ($000) $781 Shares 1,215 Est. Cost $312.66 Unrealized +92.4%
PPG PPG Industries, Inc. 0.4%
Value ($000) $776 Shares 4,500 Est. Cost $99.02 Unrealized +48.9%
EL The Estee Lauder Companies Inc 0.4%
Value ($000) $750 Shares 2,024 Est. Cost $129.28 Unrealized +145.8%
CLX The Clorox Company 0.4%
Value ($000) $731 Shares 4,195 Est. Cost $109.86 Unrealized +32.6%
HON Honeywell International Inc 0.4%
Value ($000) $716 Shares 3,436 Est. Cost $152.29 Unrealized +21.5%
SWK Stanley Black & Decker INC And CORP COMMON 0.4%
Value ($000) $710 Shares 3,765 Est. Cost $115.80 Unrealized +36.9%
NSC Norfolk Southern Corporation 0.4%
Value ($000) $701 Shares 2,355 Est. Cost $116.77 Unrealized +118.6%
CRL Charles River Laboratories International Inc 0.4%
Value ($000) $662 Shares 1,757 Est. Cost $220.92 Unrealized +75.9%
ORCL Oracle Corporation 0.4%
Value ($000) $654 Shares 7,500 Est. Cost $43.82 Unrealized +102.9%
VTI Vanguard Total Stock Market Index Fund ETF Shares 0.4%
Value ($000) $654 Shares 2,709 Est. Cost $138.17 Unrealized
APD Air Products and Chemicals Inc 0.4%
Value ($000) $640 Shares 2,105 Est. Cost $130.41 Unrealized +102.2%
Lam Research Corp 0.3%
Value ($000) $631 Shares 877 Est. Cost $459.64 Unrealized
FITB Fifth Third Bancorp 0.3%
Value ($000) $627 Shares 14,404 Est. Cost $29.24 Unrealized +27.0%
BMY Bristol-Myers Squibb Company 0.3%
Value ($000) $620 Shares 9,936 Est. Cost $45.82 Unrealized +7.5%
CAT Caterpillar Inc 0.3%
Value ($000) $614 Shares 2,968 Est. Cost $116.22 Unrealized +60.6%
CMG Chipotle Mexican Grill Inc 0.3%
Value ($000) $611 Shares 350 Est. Cost $20.19 Unrealized +74.4%
HBAN Huntington Bancshares Incorporated 0.3%
Value ($000) $585 Shares 37,913 Est. Cost $12.11 Unrealized +7.6%
MPB Mid Penn Bancorp Inc. 0.3%
Value ($000) $580 Shares 18,279 Est. Cost $25.93 Unrealized 0.0%
XYZ Block Inc 0.3%
Value ($000) $553 Shares 3,425 Est. Cost $209.15 Unrealized +3.6%
MA Mastercard Inc. 0.3%
Value ($000) $545 Shares 1,516 Est. Cost $214.75 Unrealized +57.3%
NKE Nike Inc 0.3%
Value ($000) $544 Shares 3,261 Est. Cost $62.44 Unrealized +147.5%
ALGN Align Technology Inc 0.3%
Value ($000) $541 Shares 824 Est. Cost $323.47 Unrealized +98.8%
TTD The Trade Desk Inc 0.3%
Value ($000) $539 Shares 5,886 Est. Cost $63.40 Unrealized +38.1%
EW Edwards Lifesciences Corp 0.3%
Value ($000) $538 Shares 4,156 Est. Cost $79.87 Unrealized +46.0%
SNPS Synopsys Inc 0.3%
Value ($000) $512 Shares 1,391 Est. Cost $220.62 Unrealized +52.9%
LULU Lululemon Athletica Inc 0.3%
Value ($000) $498 Shares 1,273 Est. Cost $260.46 Unrealized +64.1%
CVS CVS Health Corporation 0.3%
Value ($000) $496 Shares 4,810 Est. Cost $54.38 Unrealized +48.0%
CTAS Cintas Corp COMMON 0.3%
Value ($000) $488 Shares 1,101 Est. Cost $70.99 Unrealized +46.1%
SCHW Schwab Charles Corp 0.3%
Value ($000) $485 Shares 5,765 Est. Cost $42.46 Unrealized +80.2%
DIS The Walt Disney Company 0.3%
Value ($000) $481 Shares 3,108 Est. Cost $104.75 Unrealized +50.6%
DHR Danaher Corporation 0.3%
Value ($000) $481 Shares 1,461 Est. Cost $86.23 Unrealized +213.3%
STZ Constellation Brands Inc 0.3%
Value ($000) $480 Shares 1,912 Est. Cost $206.36 Unrealized +3.0%
WMT Walmart Inc 0.3%
Value ($000) $471 Shares 3,254 Est. Cost $28.53 Unrealized +58.3%
MDT Medtronic PLC NPV 0.3%
Value ($000) $469 Shares 4,537 Est. Cost $102.77 Unrealized -0.7%
ODFL Old Dominion Freight Line, Inc. 0.2%
Value ($000) $435 Shares 1,214 Est. Cost $73.19 Unrealized +125.6%
BDX Becton, Dickinson & Company 0.2%
Value ($000) $426 Shares 1,695 Est. Cost $185.44 Unrealized +20.5%
MTCH Match Group Inc NEW 0.2%
Value ($000) $420 Shares 3,178 Est. Cost $127.13 Unrealized +11.3%
IWO iShares Russell 2000 Growth ETF 0.2%
Value ($000) $405 Shares 1,383 Est. Cost $261.38 Unrealized
DOCU DocuSign Inc 0.2%
Value ($000) $398 Shares 2,608 Est. Cost $159.07 Unrealized +43.3%
SUB iShares Short-Term National Muni Bond ETF 0.2%
Value ($000) $385 Shares 3,585 Est. Cost $107.81 Unrealized
SPGI S&P Global Inc 0.2%
Value ($000) $384 Shares 815 Est. Cost $311.04 Unrealized +42.0%
PGR The Progressive Corporation 0.2%
Value ($000) $370 Shares 3,597 Est. Cost $70.66 Unrealized +21.4%
VOO Vanguard S&P 500 ETF 0.2%
Value ($000) $369 Shares 846 Est. Cost $312.14 Unrealized
Atlassian Corporation PLC 0.2%
Value ($000) $349 Shares 913 Est. Cost $270.59 Unrealized
CRM Salesforcecom, Inc. 0.2%
Value ($000) $347 Shares 1,367 Est. Cost $112.35 Unrealized +147.1%
MSCI MSCI Inc 0.2%
Value ($000) $346 Shares 564 Est. Cost $356.65 Unrealized +68.1%
SHOP Shopify Inc 0.2%
Value ($000) $340 Shares 246 Est. Cost $91.13 Unrealized +60.3%
IBM International Business Machines Corporation 0.2%
Value ($000) $338 Shares 2,525 Est. Cost $101.91 Unrealized +4.5%
APH Amphenol Corporation 0.2%
Value ($000) $332 Shares 3,799 Est. Cost $26.89 Unrealized +44.8%
T AT&T Inc 0.2%
Value ($000) $331 Shares 13,451 Est. Cost $16.11 Unrealized -9.0%
MDU MDU Resources Group Inc 0.2%
Value ($000) $328 Shares 10,650 Est. Cost $8.04 Unrealized +24.3%
MIDD Middleby Corp 0.2%
Value ($000) $327 Shares 1,656 Est. Cost $181.05 Unrealized +0.8%
MS Morgan Stanley 0.2%
Value ($000) $327 Shares 3,331 Est. Cost $44.43 Unrealized +95.3%
GD General Dynamics Corporation 0.2%
Value ($000) $317 Shares 1,519 Est. Cost $167.47 Unrealized +10.6%
DDOG Datadog Inc 0.2%
Value ($000) $302 Shares 1,695 Est. Cost $71.80 Unrealized +136.4%
TILT FlexShares Morningstar US Market Factors Tilt Index Fund 0.2%
Value ($000) $296 Shares 1,620 Est. Cost $113.06 Unrealized
IWM iShares Russell 2000 ETF 0.2%
Value ($000) $295 Shares 1,326 Est. Cost $147.60 Unrealized
CMCSA Comcast Corporation 0.2%
Value ($000) $292 Shares 5,800 Est. Cost $36.84 Unrealized +25.2%
SYK Stryker Corp. 0.2%
Value ($000) $292 Shares 1,092 Est. Cost $198.82 Unrealized +26.3%
IWF iShares Russell 1000 Growth ETF 0.2%
Value ($000) $289 Shares 945 Est. Cost $171.50 Unrealized
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 0.2%
Value ($000) $287 Shares 3,988 Est. Cost $68.05 Unrealized
DVY iShares Select Dividend ETF 0.2%
Value ($000) $277 Shares 2,257 Est. Cost $98.35 Unrealized
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund 0.2%
Value ($000) $274 Shares 6,942 Est. Cost $33.11 Unrealized
PNC The PNC Financial Services Group, Inc 0.1%
Value ($000) $268 Shares 1,334 Est. Cost $113.07 Unrealized +54.1%
CGNX Cognex Corporation 0.1%
Value ($000) $262 Shares 3,365 Est. Cost $55.28 Unrealized +41.9%
MDLZ Mondelez International Inc 0.1%
Value ($000) $258 Shares 3,885 Est. Cost $38.59 Unrealized +43.4%
AMAT Applied Materials Inc 0.1%
Value ($000) $255 Shares 1,621 Est. Cost $39.58 Unrealized +252.7%
BRK/B Berkshire Hathaway Inc B Shares 0.1%
Value ($000) $250 Shares 836 Est. Cost $195.68 Unrealized +46.4%
GE General Electric Company (New) 0.1%
Value ($000) $250 Shares 2,653 Est. Cost $62.95 Unrealized -2.2%
NUE Nucor Corporation 0.1%
Value ($000) $247 Shares 2,164 Est. Cost $50.18 Unrealized +104.3%
JCI Johnson Controls International PLC 0.1%
Value ($000) $247 Shares 3,037 Est. Cost $32.22 Unrealized +116.1%
COP ConocoPhillips 0.1%
Value ($000) $247 Shares 3,415 Est. Cost $43.68 Unrealized +43.4%
RTX Raytheon Technologies Corp 0.1%
Value ($000) $247 Shares 2,867 Est. Cost $56.44 Unrealized +40.5%
SNAP Snap Inc 0.1%
Value ($000) $235 Shares 5,013 Est. Cost $59.97 Unrealized -6.2%
IJR iShares Core S&P Small-Cap ETF 0.1%
Value ($000) $225 Shares 1,964 Est. Cost $81.93 Unrealized
GL Globe Life Inc 0.1%
Value ($000) $211 Shares 2,250 Est. Cost $86.06 Unrealized +3.9%
IJK iShares S&P Mid-CAP 400 Growth ETF 0.1%
Value ($000) $210 Shares 2,460 Est. Cost $109.05 Unrealized
ADM Archer-Daniels-Midland Company 0.1%
Value ($000) $205 Shares 3,034 Est. Cost $33.16 Unrealized +73.1%
AXP American Express Company 0.1%
Value ($000) $190 Shares 1,163 Est. Cost $87.48 Unrealized +85.0%
ABNB Airbnb Inc 0.1%
Value ($000) $189 Shares 1,139 Est. Cost $175.90 Unrealized +0.1%
UPS United Parcel Service Inc 0.1%
Value ($000) $182 Shares 848 Est. Cost $93.65 Unrealized +80.0%
TJX The TJX Compainies, Inc 0.1%
Value ($000) $178 Shares 2,349 Est. Cost $43.37 Unrealized +50.5%
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares 0.1%
Value ($000) $178 Shares 3,494 Est. Cost $45.49 Unrealized
ZM Zoom Video Communications Inc 0.1%
Value ($000) $177 Shares 964 Est. Cost $334.35 Unrealized -29.7%
MET MetLife Inc 0.1%
Value ($000) $174 Shares 2,781 Est. Cost $39.86 Unrealized +38.9%
SLB Schlumberger Limited 0.1%
Value ($000) $164 Shares 5,487 Est. Cost $37.28 Unrealized -23.0%
LLY Eli Lilly and Company 0.1%
Value ($000) $162 Shares 585 Est. Cost $142.45 Unrealized +71.2%
MO Altria Group Inc 0.1%
Value ($000) $159 Shares 3,349 Est. Cost $34.09 Unrealized -3.8%
ROP Roper Technologies Inc 0.1%
Value ($000) $158 Shares 321 Est. Cost $357.38 Unrealized +29.8%
FTV Fortive Corp 0.1%
Value ($000) $154 Shares 2,019 Est. Cost $45.28 Unrealized +22.6%
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares 0.1%
Value ($000) $153 Shares 2,500 Est. Cost $54.80 Unrealized
IGSB iShares Trust 1-5 Year Investment Grade Corporate Bond ETF 0.1%
Value ($000) $151 Shares 2,800 Est. Cost $54.72 Unrealized
CVNA Carvana Co 0.1%
Value ($000) $150 Shares 646 Est. Cost $242.70 Unrealized +13.3%
QQQ Invesco QQQ Trust ETF 0.1%
Value ($000) $147 Shares 369 Est. Cost $304.02 Unrealized
NIO NIO Limited 0.1%
Value ($000) $140 Shares 4,410 Est. Cost $35.57 Unrealized
EEM iShares MSCI Emerging Markets ETF 0.1%
Value ($000) $140 Shares 2,866 Est. Cost $43.57 Unrealized
EFA iShares MSCI EAFE ETF 0.1%
Value ($000) $134 Shares 1,701 Est. Cost $70.86 Unrealized
KMB Kimberly-Clark Corporation 0.1%
Value ($000) $133 Shares 933 Est. Cost $87.38 Unrealized +31.9%
ETN Eaton Corporation PLC 0.1%
Value ($000) $132 Shares 766 Est. Cost $71.52 Unrealized +117.4%
DraftKings Inc 0.1%
Value ($000) $130 Shares 4,737 Est. Cost $35.24 Unrealized
DE Deere & Company 0.1%
Value ($000) $130 Shares 379 Est. Cost $144.42 Unrealized +127.5%
ERIE Erie Indemnity Company 0.1%
Value ($000) $129 Shares 672 Est. Cost $125.38 Unrealized +49.4%
ROKU Roku Inc 0.1%
Value ($000) $126 Shares 549 Est. Cost $362.59 Unrealized -25.6%
WFC Wells Fargo & Company 0.1%
Value ($000) $126 Shares 2,622 Est. Cost $38.15 Unrealized +16.4%
QUAL iShares MSCI USA Quality Factor ETF 0.1%
Value ($000) $123 Shares 843 Est. Cost $89.68 Unrealized
C Citigroup Inc. 0.1%
Value ($000) $120 Shares 1,979 Est. Cost $53.89 Unrealized +6.1%
ZBH Zimmer Biomet Holdings Inc 0.1%
Value ($000) $120 Shares 940 Est. Cost $106.26 Unrealized +18.8%
BSV Vanguard Short-Term Bond Index Fund ETF Shares 0.1%
Value ($000) $114 Shares 1,410 Est. Cost $80.38 Unrealized
SHY iShares 1-3 Year Treasury Bond ETF 0.1%
Value ($000) $109 Shares 1,275 Est. Cost $86.43 Unrealized
DGRW Wisdom Tree US Quality Dividend Growth Fund 0.1%
Value ($000) $109 Shares 1,662 Est. Cost $46.59 Unrealized
AWK American Water Works Company, Inc 0.1%
Value ($000) $106 Shares 560 Est. Cost $84.91 Unrealized +88.9%
MCHP Microchip Tech Inc 0.1%
Value ($000) $104 Shares 1,193 Est. Cost $51.30 Unrealized +44.0%
CSX CSX Corporation 0.1%
Value ($000) $100 Shares 2,655 Est. Cost $27.93 Unrealized +19.2%
IWV iShares Russell 3000 Index Fund ETF 0.1%
Value ($000) $97 Shares 350 Est. Cost $175.04 Unrealized
ADP Automatic Data Processing Inc 0.0%
Value ($000) $91 Shares 371 Est. Cost $137.81 Unrealized +50.4%
ROST Ross Stores Inc 0.0%
Value ($000) $91 Shares 800 Est. Cost $85.43 Unrealized +24.8%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $90 Shares 535 Est. Cost $122.89 Unrealized
GPC Genuine Parts Company 0.0%
Value ($000) $88 Shares 627 Est. Cost $75.29 Unrealized +56.7%
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $87 Shares 523 Est. Cost $125.90 Unrealized
VO Vanguard Mid-Cap Index Fund ETF Shares 0.0%
Value ($000) $87 Shares 343 Est. Cost $149.18 Unrealized
LYB LyondellBasell Industries 0.0%
Value ($000) $87 Shares 939 Est. Cost $57.26 Unrealized +19.4%
The Cooper Companies Inc 0.0%
Value ($000) $84 Shares 200 Est. Cost $295.00 Unrealized
NFG National Fuel Gas Company 0.0%
Value ($000) $84 Shares 1,306 Est. Cost $53.34 Unrealized +12.0%
URI United Rentals Inc 0.0%
Value ($000) $83 Shares 250 Est. Cost $123.03 Unrealized +180.7%
IWR iShares Russell Mid-CAP ETF 0.0%
Value ($000) $83 Shares 1,000 Est. Cost $57.22 Unrealized
BP BP PLC 0.0%
Value ($000) $83 Shares 3,112 Est. Cost $41.94 Unrealized
NWBI Northwest Bancshares Inc 0.0%
Value ($000) $82 Shares 5,808 Est. Cost $7.87 Unrealized +34.2%
VWO Vanguard FTSE Emerging Markets Index Fund ETF Shares 0.0%
Value ($000) $81 Shares 1,645 Est. Cost $46.51 Unrealized
IBB iShares Biotechnology ETF 0.0%
Value ($000) $78 Shares 508 Est. Cost $141.23 Unrealized
RSG Republic Services Inc 0.0%
Value ($000) $77 Shares 552 Est. Cost $80.04 Unrealized +57.4%
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.0%
Value ($000) $76 Shares 709 Est. Cost $56.42 Unrealized
TSM Taiwan Semiconductor Manufacturing Company Limited 0.0%
Value ($000) $75 Shares 624 Est. Cost $39.83 Unrealized
BND Vanguard Total Bond Market Index Fund ETF Shares 0.0%
Value ($000) $74 Shares 871 Est. Cost $87.23 Unrealized
CB Chubb Ltd CORP COMMON 0.0%
Value ($000) $73 Shares 380 Est. Cost $119.28 Unrealized +48.9%
CME CME Group Inc. 0.0%
Value ($000) $72 Shares 317 Est. Cost $161.06 Unrealized +14.8%
GIS General Mills Inc 0.0%
Value ($000) $68 Shares 1,007 Est. Cost $37.74 Unrealized +46.4%
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.0%
Value ($000) $66 Shares 1,155 Est. Cost $47.67 Unrealized
RGEN Repligen Corporation 0.0%
Value ($000) $66 Shares 250 Est. Cost $96.54 Unrealized +179.1%
FNB F.N.B. Corporation 0.0%
Value ($000) $61 Shares 5,000 Est. Cost $8.84 Unrealized +17.8%
BAX Baxter International Inc 0.0%
Value ($000) $59 Shares 687 Est. Cost $63.89 Unrealized +14.5%
DD DuPont De Nemours Inc 0.0%
Value ($000) $58 Shares 722 Est. Cost $27.24 Unrealized +7.2%
F Ford Motor Company 0.0%
Value ($000) $57 Shares 2,752 Est. Cost $10.34 Unrealized +35.4%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $56 Shares 100 Est. Cost $35.80 Unrealized +141.6%
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 0.0%
Value ($000) $55 Shares 2,087 Est. Cost $24.35 Unrealized
SUN Sunoco Lp Unt 0.0%
Value ($000) $55 Shares 1,350 Est. Cost $28.20 Unrealized
WEC Wec Energy Group INC CORP COMMON 0.0%
Value ($000) $55 Shares 566 Est. Cost $57.41 Unrealized +38.3%
ADI Analog Devices Inc 0.0%
Value ($000) $53 Shares 304 Est. Cost $155.41 Unrealized +6.0%
HYG iShares iBoxx $ High Yield Corporate Bond ETF 0.0%
Value ($000) $52 Shares 603 Est. Cost $87.03 Unrealized
IP International Paper Company 0.0%
Value ($000) $52 Shares 1,114 Est. Cost $33.70 Unrealized +21.7%
QLC Flexshares US Quality Large Cap Index Fund Qulty Lrg CP Indx Etf 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $33.56 Unrealized
EOG EOG Resources Inc 0.0%
Value ($000) $52 Shares 580 Est. Cost $76.35 Unrealized -4.0%
FE FirstEnergy Corp 0.0%
Value ($000) $52 Shares 1,250 Est. Cost $26.31 Unrealized +24.0%
WM Waste Management Inc. 0.0%
Value ($000) $51 Shares 305 Est. Cost $93.61 Unrealized +61.0%
KSS Kohl's Corporation 0.0%
Value ($000) $51 Shares 1,031 Est. Cost $48.02 Unrealized +6.4%
VGT Vanguard Information Technology Index Fund ETF Shares 0.0%
Value ($000) $50 Shares 109 Est. Cost $247.71 Unrealized
AEP American Electric Power Company Inc 0.0%
Value ($000) $50 Shares 562 Est. Cost $56.99 Unrealized +27.2%
VDC Vanguard Consumer Staples Index Fund ETF Shares 0.0%
Value ($000) $50 Shares 250 Est. Cost $159.31 Unrealized
NOC Northrop Grumman Corporation 0.0%
Value ($000) $48 Shares 125 Est. Cost $244.47 Unrealized +42.4%
Tilray Inc 0.0%
Value ($000) $47 Shares 6,646 Est. Cost $18.06 Unrealized
CZR Caesars Entertainment Inc 0.0%
Value ($000) $47 Shares 500 Est. Cost $43.94 Unrealized +130.7%
Discover Financial Services 0.0%
Value ($000) $46 Shares 400 Est. Cost $77.50 Unrealized
TROW T. Rowe Price Group, Inc. 0.0%
Value ($000) $44 Shares 224 Est. Cost $86.61 Unrealized +94.7%
VTRS Viatris Inc 0.0%
Value ($000) $42 Shares 3,112 Est. Cost $13.25 Unrealized -16.1%
COF Capital One Financial Corporation 0.0%
Value ($000) $42 Shares 287 Est. Cost $86.78 Unrealized +65.2%
USB US Bancorp 0.0%
Value ($000) $41 Shares 733 Est. Cost $36.07 Unrealized +35.4%
PAYX Paychex, Inc. 0.0%
Value ($000) $41 Shares 300 Est. Cost $88.28 Unrealized +24.5%
GS The Goldman Sachs Group Inc 0.0%
Value ($000) $41 Shares 106 Est. Cost $197.54 Unrealized +80.5%
NTRS Northern Trust Corporation 0.0%
Value ($000) $41 Shares 345 Est. Cost $84.53 Unrealized +24.2%
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $40 Shares 355 Est. Cost $124.87 Unrealized
MKTX MarketAxess Holdings Inc. 0.0%
Value ($000) $38 Shares 92 Est. Cost $343.80 Unrealized +8.7%
VNQ Vanguard Real Estate Index Fund ETF Shares 0.0%
Value ($000) $37 Shares 316 Est. Cost $94.79 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $36 Shares 560 Est. Cost $50.66 Unrealized +15.3%
IHF iShares U.S. Healthcare Providers ETF 0.0%
Value ($000) $36 Shares 123 Est. Cost $203.25 Unrealized
XYL Xylem Inc 0.0%
Value ($000) $36 Shares 300 Est. Cost $73.46 Unrealized +60.7%
TRV Travelers Companies Inc 0.0%
Value ($000) $36 Shares 231 Est. Cost $110.49 Unrealized +30.2%
JETS US Global Jets ETF 0.0%
Value ($000) $35 Shares 1,670 Est. Cost $22.16 Unrealized
CTVA Corteva Inc 0.0%
Value ($000) $34 Shares 722 Est. Cost $25.02 Unrealized +74.0%
BKNG Booking Holdings Inc 0.0%
Value ($000) $34 Shares 14 Est. Cost $1817.27 Unrealized +28.3%
AZN AstraZeneca PLC 0.0%
Value ($000) $34 Shares 586 Est. Cost $59.21 Unrealized
VV Vanguard Large-Cap Index Fund ETF Shares 0.0%
Value ($000) $34 Shares 153 Est. Cost $222.22 Unrealized
AEE Ameren Corp 0.0%
Value ($000) $34 Shares 385 Est. Cost $63.64 Unrealized +17.9%
EBAY eBay Inc 0.0%
Value ($000) $33 Shares 503 Est. Cost $35.59 Unrealized +85.5%
KLAC KLA Corporation 0.0%
Value ($000) $33 Shares 77 Est. Cost $97.62 Unrealized +278.5%
FDX FedEx Corporation 0.0%
Value ($000) $32 Shares 125 Est. Cost $137.51 Unrealized +59.9%
YUM Yum Brands Inc. 0.0%
Value ($000) $31 Shares 224 Est. Cost $89.07 Unrealized +32.7%
CARR Carrier Global Corp 0.0%
Value ($000) $31 Shares 573 Est. Cost $17.13 Unrealized +197.4%
BLV Vanguard Long-Term Bond Index Fund ETF Shares 0.0%
Value ($000) $31 Shares 301 Est. Cost $101.59 Unrealized
VB Vanguard Small-Cap Index Fund ETF Shares 0.0%
Value ($000) $31 Shares 139 Est. Cost $149.97 Unrealized
CX CEMEX, S.A.B. de C.V. 0.0%
Value ($000) $30 Shares 4,355 Est. Cost $4.59 Unrealized
QSR Restaurant Brands International Inc 0.0%
Value ($000) $30 Shares 501 Est. Cost $50.43 Unrealized +16.9%
PGX Invesco Preferred ETF 0.0%
Value ($000) $29 Shares 1,945 Est. Cost $14.59 Unrealized
HIG The Hartford Financial Services Group, Inc 0.0%
Value ($000) $28 Shares 400 Est. Cost $46.60 Unrealized +39.2%
BIV Vanguard Intermediate-Term Bond Index Fund ETF Shares 0.0%
Value ($000) $27 Shares 309 Est. Cost $88.96 Unrealized
VXF Vanguard Extended Market Index Fund ETF Shares 0.0%
Value ($000) $27 Shares 145 Est. Cost $188.68 Unrealized
CTSH Cognizant Technology Solutions Corporation 0.0%
Value ($000) $27 Shares 300 Est. Cost $69.64 Unrealized +8.1%
PLD Prologis Inc 0.0%
Value ($000) $27 Shares 161 Est. Cost $78.61 Unrealized +67.9%
CMS CMS Energy Corporation 0.0%
Value ($000) $27 Shares 413 Est. Cost $51.97 Unrealized +4.0%
Activision Blizzard Inc 0.0%
Value ($000) $26 Shares 395 Est. Cost $68.57 Unrealized
M Macy's Inc. 0.0%
Value ($000) $26 Shares 996 Est. Cost $21.94 Unrealized +24.3%
ZVRA Kempharm Inc 0.0%
Value ($000) $26 Shares 3,000 Est. Cost $8.82 Unrealized +1.1%
AZO AutoZone Inc 0.0%
Value ($000) $25 Shares 12 Est. Cost $1138.67 Unrealized +63.5%
CMI Cummins Inc 0.0%
Value ($000) $25 Shares 115 Est. Cost $138.21 Unrealized +48.9%
MRNA Moderna Inc 0.0%
Value ($000) $25 Shares 100 Est. Cost $57.80 Unrealized +405.8%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $25 Shares 287 Est. Cost $47.48 Unrealized +65.2%
VUG Vanguard Growth Index Fund ETF Shares 0.0%
Value ($000) $25 Shares 78 Est. Cost $290.18 Unrealized
DG Dollar General Corporation 0.0%
Value ($000) $24 Shares 100 Est. Cost $119.87 Unrealized +72.2%
OGE OGE Energy Corp 0.0%
Value ($000) $23 Shares 600 Est. Cost $41.42 Unrealized -15.4%
IJT iShares S&P Small-Cap 600 Growth ETF 0.0%
Value ($000) $23 Shares 164 Est. Cost $135.58 Unrealized
Cerner Corporation 0.0%
Value ($000) $22 Shares 240 Est. Cost $66.67 Unrealized
PSX Phillips 66 0.0%
Value ($000) $22 Shares 303 Est. Cost $69.39 Unrealized -6.7%
BAC Bank of America Corporation 0.0%
Value ($000) $21 Shares 467 Est. Cost $38.26 Unrealized +7.2%
KHC The Kraft Heinz Company 0.0%
Value ($000) $21 Shares 585 Est. Cost $31.80 Unrealized -7.3%
BIIB Biogen Inc 0.0%
Value ($000) $21 Shares 88 Est. Cost $318.38 Unrealized -19.2%
QDF FlexShares Quality Dividend Index Fund 0.0%
Value ($000) $21 Shares 346 Est. Cost $45.15 Unrealized
GPN Global Payments Inc 0.0%
Value ($000) $21 Shares 152 Est. Cost $171.76 Unrealized -22.9%
GILD Gilead Sciences Inc 0.0%
Value ($000) $21 Shares 286 Est. Cost $54.08 Unrealized +8.7%
PEJ Invesco Dynamic Leisure & Entertainment ETF 0.0%
Value ($000) $20 Shares 415 Est. Cost $40.96 Unrealized
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $20 Shares 358 Est. Cost $54.17 Unrealized
Royce Value Trust Inc. 0.0%
Value ($000) $20 Shares 1,038 Est. Cost $16.38 Unrealized
COIN Coinbase Global Inc 0.0%
Value ($000) $20 Shares 79 Est. Cost $276.17 Unrealized +5.3%
CBRE CBRE Group Inc 0.0%
Value ($000) $20 Shares 185 Est. Cost $47.68 Unrealized +114.9%
EMR Emerson Electric Co. 0.0%
Value ($000) $19 Shares 208 Est. Cost $58.03 Unrealized +49.1%
BURL Burlington Stores Inc 0.0%
Value ($000) $19 Shares 64 Est. Cost $161.22 Unrealized +74.4%
BLOK Amplify Transformational Data Sharing ETF 0.0%
Value ($000) $19 Shares 475 Est. Cost $40.00 Unrealized
MAS Masco Corp. 0.0%
Value ($000) $18 Shares 261 Est. Cost $34.81 Unrealized +71.9%
BABA Alibaba Group Holding Limited 0.0%
Value ($000) $18 Shares 150 Est. Cost $174.51 Unrealized
BNDX Vanguard Total International Bond Index Fund ETF Shares 0.0%
Value ($000) $18 Shares 323 Est. Cost $57.44 Unrealized
TIP iShares Tips Bond ETF 0.0%
Value ($000) $17 Shares 135 Est. Cost $122.45 Unrealized
MTB M&T Bank Corporation 0.0%
Value ($000) $17 Shares 110 Est. Cost $88.37 Unrealized +52.0%
Aptiv PLC 0.0%
Value ($000) $17 Shares 100 Est. Cost $80.00 Unrealized
BA The Boeing Company 0.0%
Value ($000) $17 Shares 86 Est. Cost $249.20 Unrealized -15.2%
Bank Of America Corp 7.25 Series L Convertible 12/31/49 0.0%
Value ($000) $17 Shares 12 Est. Cost $1416.67 Unrealized
EXC Exelon Corporation 0.0%
Value ($000) $17 Shares 300 Est. Cost $22.82 Unrealized +42.5%
WTRG Essential Utilities Inc 0.0%
Value ($000) $16 Shares 300 Est. Cost $47.18 Unrealized +2.9%
OXY Occidental Petroleum Corporation 0.0%
Value ($000) $16 Shares 559 Est. Cost $38.48 Unrealized -23.1%
GWW W W Grainger Inc 0.0%
Value ($000) $15 Shares 28 Est. Cost $216.36 Unrealized +109.1%
VLO Valero Energy Corporation 0.0%
Value ($000) $15 Shares 200 Est. Cost $61.06 Unrealized +6.6%
Glaxosmithkline PLC Sponsored ADR 0.0%
Value ($000) $15 Shares 340 Est. Cost $37.37 Unrealized
HAL Halliburton Company 0.0%
Value ($000) $15 Shares 677 Est. Cost $33.07 Unrealized -34.1%
EPD Enterprise Products Partners L.P. 0.0%
Value ($000) $15 Shares 670 Est. Cost $27.77 Unrealized
TMUS T-Mobile US, Inc. 0.0%
Value ($000) $14 Shares 117 Est. Cost $87.08 Unrealized +30.5%
Outlook Therapeutics, Inc 0.0%
Value ($000) $14 Shares 10,000 Est. Cost $1.30 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $14 Shares 185 Est. Cost $72.81 Unrealized
ALC Alcon Inc 0.0%
Value ($000) $14 Shares 166 Est. Cost $58.04 Unrealized +40.1%
ADSK Autodesk Inc 0.0%
Value ($000) $14 Shares 50 Est. Cost $288.38 Unrealized +1.1%
ROK Rockwell Automation Inc 0.0%
Value ($000) $13 Shares 36 Est. Cost $203.70 Unrealized +51.2%
ATRO Astronics Corporation 0.0%
Value ($000) $13 Shares 1,072 Est. Cost $31.49 Unrealized -60.0%
RACE Ferrari N.V. 0.0%
Value ($000) $13 Shares 50 Est. Cost $131.61 Unrealized +87.2%
BHF Brighthouse Financial Inc 0.0%
Value ($000) $12 Shares 228 Est. Cost $57.64 Unrealized -11.2%
SO The Southern Company 0.0%
Value ($000) $12 Shares 174 Est. Cost $44.48 Unrealized +23.0%
SRE Sempra Energy 0.0%
Value ($000) $12 Shares 91 Est. Cost $59.96 Unrealized -7.5%
PPL PPL Corp. 0.0%
Value ($000) $12 Shares 400 Est. Cost $24.28 Unrealized +2.7%
VBR Vanguard Small Cap Value Etf 0.0%
Value ($000) $11 Shares 63 Est. Cost $152.72 Unrealized
MAA Mid-America Apartment Communities Inc 0.0%
Value ($000) $11 Shares 50 Est. Cost $137.90 Unrealized +29.3%
MFC Manulife Financial Corporation 0.0%
Value ($000) $11 Shares 580 Est. Cost $16.45 Unrealized +17.7%
ARKK ARK Innovation ETF 0.0%
Value ($000) $11 Shares 120 Est. Cost $91.67 Unrealized
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $11 Shares 100 Est. Cost $68.43 Unrealized +35.8%
BLNK Blink Charging Co. 0.0%
Value ($000) $11 Shares 425 Est. Cost $19.77 Unrealized +62.8%
SBLK Star Bulk Carriers Corp COMMON 0.0%
Value ($000) $11 Shares 470 Est. Cost $21.04 Unrealized 0.0%
Crescent Point Energy 0.0%
Value ($000) $11 Shares 2,000 Est. Cost $3.33 Unrealized
FREL Fidelity MSCI Real Estate Index ETF 0.0%
Value ($000) $11 Shares 330 Est. Cost $27.27 Unrealized
PLUG Plug Power Inc 0.0%
Value ($000) $10 Shares 350 Est. Cost $22.64 Unrealized +52.8%
CAG Conagra Brands Inc 0.0%
Value ($000) $10 Shares 300 Est. Cost $17.39 Unrealized +55.1%
DELL Dell Technologies Inc 0.0%
Value ($000) $9 Shares 160 Est. Cost $20.60 Unrealized +148.1%
BlackRock Inc 0.0%
Value ($000) $9 Shares 10 Est. Cost $900.00 Unrealized
KD Kyndryl Holdings Inc 0.0%
Value ($000) $9 Shares 485 Est. Cost $21.59 Unrealized 0.0%
VIGI Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF 0.0%
Value ($000) $9 Shares 105 Est. Cost $85.71 Unrealized
VMBS Vanguard Mortgage-Backed Securities Index Fund ETF Shares 0.0%
Value ($000) $9 Shares 165 Est. Cost $54.19 Unrealized
ViacomCBS Inc Class B 0.0%
Value ($000) $8 Shares 250 Est. Cost $42.86 Unrealized
VNT Vontier Corporation 0.0%
Value ($000) $8 Shares 250 Est. Cost $31.19 Unrealized +4.4%
VMware, Inc 0.0%
Value ($000) $8 Shares 70 Est. Cost $114.29 Unrealized
GLW Corning Incorporated 0.0%
Value ($000) $8 Shares 206 Est. Cost $38.31 Unrealized -13.0%
Teekay LNG Partners L.P. 0.0%
Value ($000) $8 Shares 500 Est. Cost $20.00 Unrealized
IHI iShares U.S. Medical Devices ETF 0.0%
Value ($000) $7 Shares 102 Est. Cost $78.27 Unrealized
USO United States Oil Fund LP 0.0%
Value ($000) $7 Shares 130 Est. Cost $29.94 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $7 Shares 70 Est. Cost $46.01 Unrealized +65.8%
SNOW Snowflake Inc. 0.0%
Value ($000) $7 Shares 22 Est. Cost $242.33 Unrealized +43.8%
ENPH Enphase Energy Inc 0.0%
Value ($000) $7 Shares 40 Est. Cost $146.68 Unrealized +42.2%
SCHZ Schwab U.S. Aggregate Bond ETF 0.0%
Value ($000) $6 Shares 106 Est. Cost $56.60 Unrealized
AVGO Broadcom Inc 0.0%
Value ($000) $6 Shares 9 Est. Cost $42.05 Unrealized +23.1%
Amc Entertainment Holdings INC CLASS A CORP COMMON 0.0%
Value ($000) $6 Shares 235 Est. Cost $25.53 Unrealized
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $6 Shares 100 Est. Cost $63.73 Unrealized -15.6%
ACVA ACV Auctions 0.0%
Value ($000) $6 Shares 325 Est. Cost $32.00 Unrealized -38.6%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $6 Shares 108 Est. Cost $74.07 Unrealized
Leap Therapeutics INC CORP COMMON 0.0%
Value ($000) $6 Shares 2,000 Est. Cost $3.00 Unrealized
PKW Invesco Buyback Achievers ETF 0.0%
Value ($000) $6 Shares 66 Est. Cost $90.91 Unrealized
PTON Peloton Interactive Inc 0.0%
Value ($000) $6 Shares 170 Est. Cost $26.94 Unrealized +126.6%
IFF International Flavors & Fragrances Inc. 0.0%
Value ($000) $5 Shares 36 Est. Cost $126.29 Unrealized +2.6%
PTNQ Pacer Trendpilot 100 ETF 0.0%
Value ($000) $5 Shares 84 Est. Cost $59.52 Unrealized
Nikola Corporation 0.0%
Value ($000) $5 Shares 500 Est. Cost $29.25 Unrealized
DIA SPDR Dow Jones Industrial Average ETF Trust 0.0%
Value ($000) $5 Shares 15 Est. Cost $333.33 Unrealized
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.0%
Value ($000) $5 Shares 64 Est. Cost $78.13 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $5 Shares 62 Est. Cost $68.98 Unrealized -10.9%
EWCZ European Wax Center 0.0%
Value ($000) $5 Shares 150 Est. Cost $22.36 Unrealized +13.5%
XPEV XPeng Inc 0.0%
Value ($000) $5 Shares 100 Est. Cost $44.00 Unrealized
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund 0.0%
Value ($000) $5 Shares 41 Est. Cost $121.95 Unrealized
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 0.0%
Value ($000) $5 Shares 90 Est. Cost $59.22 Unrealized
LI Li Auto Inc. ADR 0.0%
Value ($000) $5 Shares 150 Est. Cost $26.67 Unrealized
Royal Dutch Shell PLC Sponsored ADR B 0.0%
Value ($000) $5 Shares 108 Est. Cost $48.89 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $5 Shares 11 Est. Cost $397.15 Unrealized 0.0%
G Genpact Limited 0.0%
Value ($000) $4 Shares 66 Est. Cost $47.63 Unrealized 0.0%
Linde PLC 0.0%
Value ($000) $4 Shares 12 Est. Cost $333.33 Unrealized
KNX Knight-Swift Transportation Holdings Inc 0.0%
Value ($000) $4 Shares 67 Est. Cost $53.96 Unrealized 0.0%
NXPI NXP Semiconductors N.V. 0.0%
Value ($000) $4 Shares 19 Est. Cost $196.64 Unrealized 0.0%
VCSH Vanguard Short-term Corporate Bond Idx FUND Short Term Cor Bd Etf 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
IVE iShares S&P 500 Value ETF 0.0%
Value ($000) $4 Shares 31 Est. Cost $129.03 Unrealized
VRIG Invesco Actively Managed Exchange-Traded Fund Trust - INvesco Variable Rate Investment Grade ETF 0.0%
Value ($000) $4 Shares 164 Est. Cost $24.39 Unrealized
BFH Alliance Data Systems 0.0%
Value ($000) $4 Shares 53 Est. Cost $160.11 Unrealized -57.3%
GEN NortonLifeLock Inc 0.0%
Value ($000) $4 Shares 135 Est. Cost $23.20 Unrealized 0.0%
NEE Nextera Energy Inc 0.0%
Value ($000) $4 Shares 48 Est. Cost $77.35 Unrealized 0.0%
PAVE Global X U.S. Infrastructure Development ETF 0.0%
Value ($000) $4 Shares 130 Est. Cost $30.77 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $4 Shares 71 Est. Cost $60.40 Unrealized
Orbital Energy Group 0.0%
Value ($000) $4 Shares 2,000 Est. Cost $6.00 Unrealized
Invesco BulletShares 2022 High Yield Corporate Bond ETF 0.0%
Value ($000) $4 Shares 176 Est. Cost $22.73 Unrealized
VNLA Janus Henderson Short Duration Income ETF 0.0%
Value ($000) $4 Shares 82 Est. Cost $48.78 Unrealized
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares 0.0%
Value ($000) $4 Shares 78 Est. Cost $51.28 Unrealized
ACM AECOM Corp 0.0%
Value ($000) $4 Shares 52 Est. Cost $67.52 Unrealized 0.0%
IJH iShares Core S&P Mid-Cap ETF 0.0%
Value ($000) $4 Shares 15 Est. Cost $266.67 Unrealized
PTBD Pacer Trendpilot US Bond ETF 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.67 Unrealized
MGK Vanguard Mega Cap Growth Index Fund ETF Shares 0.0%
Value ($000) $4 Shares 14 Est. Cost $114.29 Unrealized
VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.0%
Value ($000) $4 Shares 56 Est. Cost $71.43 Unrealized
EVRG Evergy Inc 0.0%
Value ($000) $4 Shares 63 Est. Cost $50.85 Unrealized +7.9%
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.0%
Value ($000) $4 Shares 71 Est. Cost $56.34 Unrealized
Z Zillow Group Inc 0.0%
Value ($000) $3 Shares 42 Est. Cost $113.97 Unrealized -36.8%
SCHA Schwab U.S. Small-Cap ETF 0.0%
Value ($000) $3 Shares 34 Est. Cost $88.24 Unrealized
Sirius XM Holdings Inc 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.00 Unrealized
QCLN First Trust NASDAQ Clean Edge Green Energy Index Fund 0.0%
Value ($000) $3 Shares 48 Est. Cost $62.50 Unrealized
CDW CDW Corporation 0.0%
Value ($000) $3 Shares 16 Est. Cost $180.53 Unrealized 0.0%
TTWO Take-Two Interactive Software Inc 0.0%
Value ($000) $3 Shares 17 Est. Cost $174.28 Unrealized 0.0%
EA Electronic Arts Inc 0.0%
Value ($000) $3 Shares 20 Est. Cost $131.47 Unrealized 0.0%
REGN Regeneron Pharmaceuticals Inc. 0.0%
Value ($000) $3 Shares 4 Est. Cost $611.44 Unrealized 0.0%
WDC Western Digital Corp. 0.0%
Value ($000) $3 Shares 42 Est. Cost $43.29 Unrealized 0.0%
LKQ LKQ Corporation 0.0%
Value ($000) $3 Shares 50 Est. Cost $50.79 Unrealized 0.0%
LPLA LPL Financial Holdings Inc 0.0%
Value ($000) $3 Shares 19 Est. Cost $165.05 Unrealized 0.0%
Lordstown Motors Corp 0.0%
Value ($000) $3 Shares 825 Est. Cost $12.12 Unrealized
RHI Robert Half International Inc 0.0%
Value ($000) $3 Shares 31 Est. Cost $111.35 Unrealized 0.0%
RRX Regal Rexnord Corporation 0.0%
Value ($000) $3 Shares 16 Est. Cost $158.35 Unrealized 0.0%
PTIN Pacer Trendpilot International ETF 0.0%
Value ($000) $3 Shares 118 Est. Cost $25.42 Unrealized
FuelCell Energy Inc 0.0%
Value ($000) $3 Shares 500 Est. Cost $12.00 Unrealized
RAVI FlexShares Ready Access Variable Income Fund 0.0%
Value ($000) $3 Shares 42 Est. Cost $75.44 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $3 Shares 14 Est. Cost $194.45 Unrealized 0.0%
BBH VanEck Vectors Biotech ETF 0.0%
Value ($000) $3 Shares 18 Est. Cost $166.67 Unrealized
IAGG iShares Core International Aggregate Bond ETF 0.0%
Value ($000) $3 Shares 53 Est. Cost $56.60 Unrealized
iShares iBonds Dec 2023 Term Corporate ETF 0.0%
Value ($000) $2 Shares 79 Est. Cost $25.32 Unrealized
SZNE Pacer Funds Trust - Pacer CFRA - Stoval Equal Weight Seasonal Rotation Index ETF 0.0%
Value ($000) $2 Shares 48 Est. Cost $41.67 Unrealized
GT The Goodyear Tire & Rubber Company 0.0%
Value ($000) $2 Shares 80 Est. Cost $20.76 Unrealized 0.0%
HPQ HP Inc 0.0%
Value ($000) $2 Shares 59 Est. Cost $27.18 Unrealized +3.7%
MAT Mattel Inc Com 0.0%
Value ($000) $2 Shares 88 Est. Cost $20.73 Unrealized +1.2%
SGOL Aberdeen Standard Gold Shares ETF 0.0%
Value ($000) $2 Shares 86 Est. Cost $23.26 Unrealized
American Campus Communities Inc 0.0%
Value ($000) $2 Shares 29 Est. Cost $68.97 Unrealized
TAN Invesco Solar ETF 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
AA Alcoa Corp COMMON 0.0%
Value ($000) $2 Shares 33 Est. Cost $29.43 Unrealized +62.8%
OSK Oshkosh Corporation 0.0%
Value ($000) $2 Shares 16 Est. Cost $101.52 Unrealized 0.0%
FTSL First Trust Senior Loan Fund 0.0%
Value ($000) $2 Shares 43 Est. Cost $46.51 Unrealized
TAK Takeda Pharmaceutical Company Limited 0.0%
Value ($000) $2 Shares 140 Est. Cost $21.43 Unrealized
SIXG Defiance 5G Next Gen Connectivity ETF 0.0%
Value ($000) $2 Shares 45 Est. Cost $44.44 Unrealized
TAYD Taylor Devices Inc. 0.0%
Value ($000) $2 Shares 205 Est. Cost $11.94 Unrealized -6.5%
SLVM Sylvamo Corp COMMON 0.0%
Value ($000) $2 Shares 87 Est. Cost $26.31 Unrealized 0.0%
LUV Southwest Airlines Co. 0.0%
Value ($000) $2 Shares 43 Est. Cost $43.68 Unrealized 0.0%
ETSY Etsy Inc 0.0%
Value ($000) $2 Shares 7 Est. Cost $240.89 Unrealized 0.0%
WDAY Workday, Inc. 0.0%
Value ($000) $2 Shares 7 Est. Cost $224.69 Unrealized +23.6%
Citrix Systems Inc 0.0%
Value ($000) $2 Shares 22 Est. Cost $90.91 Unrealized
SKYY First Trust Cloud Computing ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $45.45 Unrealized
LMBS First Trust Low Duration Opportunities Etf Frst Trt Drtn Opprnts 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
UCON First Trust TCW Unconstrained Plus Bond ETF 0.0%
Value ($000) $2 Shares 82 Est. Cost $24.39 Unrealized
SCHP Schwab U.S. TIPS ETF 0.0%
Value ($000) $2 Shares 29 Est. Cost $68.97 Unrealized
CCL Carnival Corporation 0.0%
Value ($000) $2 Shares 76 Est. Cost $24.77 Unrealized -13.6%
ASHFORD HOSPITALITY TR INC 0.0%
Value ($000) $2 Shares 170 Est. Cost $17.65 Unrealized
STLA Stellantis N.V. 0.0%
Value ($000) $2 Shares 109 Est. Cost $18.35 Unrealized
Rite Aid Corporation 0.0%
Value ($000) $2 Shares 150 Est. Cost $6.67 Unrealized
PAA Plains All American Pipeline LP 0.0%
Value ($000) $2 Shares 200 Est. Cost $25.00 Unrealized
DECK Deckers Outdoor Corporation 0.0%
Value ($000) $2 Shares 6 Est. Cost $64.48 Unrealized 0.0%
Progenity Inc 0.0%
Value ($000) $2 Shares 975 Est. Cost $2.05 Unrealized
KEY KeyCorp 0.0%
Value ($000) $1 Shares 52 Est. Cost $17.28 Unrealized +8.7%
BAH Booz Allen Hamilton Holding Corporation 0.0%
Value ($000) $1 Shares 17 Est. Cost $77.74 Unrealized 0.0%
MGA Magna Internlational Inc 0.0%
Value ($000) $1 Shares 17 Est. Cost $70.50 Unrealized 0.0%
Loyalty Ventures Inc 0.0%
Value ($000) $1 Shares 32 Est. Cost $31.25 Unrealized
WY Weyerhaeuser Company 0.0%
Value ($000) $1 Shares 14 Est. Cost $20.75 Unrealized +54.1%
VYX NCR Corp 0.0%
Value ($000) $1 Shares 22 Est. Cost $21.07 Unrealized +20.4%
Nextier Oilfield Solutions Inc 0.0%
Value ($000) $1 Shares 250 Est. Cost $8.00 Unrealized
OXY/WS Occidental Petroleum Corp Eqy Warrant 0.0%
Value ($000) $1 Shares 91 Est. Cost Unrealized
SPYV SPDR Portfolio S&P 500 Value ETF 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
MSI Motorola Solutions Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $220.08 Unrealized +8.8%
HII Huntington Ingalls Industries, Inc. 0.0%
Value ($000) $1 Shares 6 Est. Cost $201.89 Unrealized -12.8%
NOK Nokia Corporation 0.0%
Value ($000) $1 Shares 105 Est. Cost $9.52 Unrealized
ETFMG Travel Tech ETF 0.0%
Value ($000) $1 Shares 55 Est. Cost $18.18 Unrealized
CHGG Chegg Inc 0.0%
Value ($000) $1 Shares 21 Est. Cost $40.56 Unrealized 0.0%
AI C3.ai, Inc. 0.0%
Value ($000) $1 Shares 42 Est. Cost $134.16 Unrealized -69.8%
Xilinx Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $333.33 Unrealized
XLRE The Real Estate Select Sector SPDR Fund 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.45 Unrealized
TXN Texas Instruments Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $170.14 Unrealized 0.0%
FLEETCOR Technologies Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $103.40 Unrealized 0.0%
SUI Sun Communities, Inc. 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
BIP Brookfield Infrastructure LP 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
Mind Medicine (MindMed) Inc 0.0%
Value ($000) $0 Shares 150 Est. Cost $6.67 Unrealized
UAMY United States Antimony Corp. 0.0%
Value ($000) $0 Shares 34 Est. Cost $0.68 Unrealized +8.8%
IR Ingersoll Rand Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $56.66 Unrealized 0.0%
WAB Westinghouse Air Brake Technologies Corp. 0.0%
Value ($000) $0 Shares 5 Est. Cost $79.07 Unrealized +13.3%
CUBE CubeSmart 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
LHX L3Harris Technologies Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $180.33 Unrealized +12.9%
Cybin Inc 0.0%
Value ($000) $0 Shares 185 Est. Cost $5.41 Unrealized